VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VWO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 144,806,250 | 7,826,777 | 0.57% | 0.46% | 1 | +27,271,317 | 23.2% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 81,373,362 | 4,374,631 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 80,160,119 | 4,332,654 | 2.67% | 2.66% | 3 | +1,935,448 | 2.47% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 54,017,258 | 2,919,632 | 0.18% | 0.17% | 4 | +104,815 | 0.19% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 53,371,727 | 2,884,742 | 5.46% | 5.5% | 5 | -361,080 | -0.67% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 53,253,654 | 2,878,359 | 1.56% | — | 6 | +53,253,654 | New | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 50,333,913 | 2,720,547 | 0.36% | 0.32% | 7 | +3,044,849 | 6.44% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 45,921,666 | 2,482,066 | 5.45% | 5.7% | 8 | -1,479,419 | -3.12% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 43,577,174 | 2,355,346 | 0.44% | 0.46% | 9 | -3,042,546 | -6.53% | Q1 2026 | May 11, 2026 |
| WIT, LLC | History | Reduced | 39,788,338 | 2,150,559 | 40.58% | 44.26% | 10 | -1,286,015 | -3.13% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 39,564,716 | 2,138,472 | 0.57% | 0.57% | 11 | +4,136,498 | 11.68% | Q1 2026 | May 04, 2026 |
| Empower Advisory Group, LLC | History | Added to | 35,534,123 | 1,920,619 | 4.99% | 4.95% | 12 | +1,464,071 | 4.3% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 24,347,658 | 1,315,990 | 2.67% | 2.48% | 13 | -19,961 | -0.08% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 22,308,552 | 1,205,777 | 3.52% | — | 14 | +22,308,552 | New | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 21,183,531 | 1,144,969 | 0.17% | 0.17% | 15 | +1,326,486 | 6.68% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Reduced | 18,221,206 | 984,856 | 0.67% | 0.71% | 16 | -159,053 | -0.87% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 16,593,473 | 896,877 | 1.33% | 1.3% | 17 | +758,913 | 4.79% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 16,343,095 | 883,344 | 0.23% | 0.24% | 18 | -135,215 | -0.82% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 14,802,697 | 800,085 | 0.09% | 0.09% | 19 | +578,058 | 4.06% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 15,019,712 | 787,333 | 0.05% | 0.05% | 20 | +473,933 | 3.26% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 14,027,303 | 757,768 | 0.88% | 0.83% | 21 | +983,949 | 7.54% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 13,962,984 | 754,698 | 0.13% | 0.12% | 22 | +357,458 | 2.63% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 13,354,926 | 721,559 | 0.17% | 0.12% | 23 | +3,374,570 | 33.81% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 12,959,833 | 693,050 | 1.41% | 1.39% | 24 | -5,437,167 | -29.55% | Q1 2026 | Apr 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 12,737,296 | 688,450 | 0.02% | — | 25 | +12,737,296 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 11,488,522 | 620,954 | 0.11% | 0.1% | 26 | +736,799 | 6.85% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Added to | 11,297,600 | 610,636 | 0.56% | 0.59% | 27 | +99,405 | 0.89% | Q1 2026 | May 13, 2026 |
| South Dakota Investment Council | History | Reduced | 10,642,001 | 575,200 | 10.97% | 10.98% | 28 | -86,386 | -0.81% | Q1 2026 | May 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,454,119 | 565,045 | 0.33% | 0.3% | 29 | +222,844 | 2.18% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 8,538,804 | 455,324 | 0.65% | 0.59% | 30 | +183,999 | 2.2% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 7,780,454 | 420,533 | 1.62% | — | 31 | +7,780,454 | New | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 7,672,486 | 414,697 | 2.04% | 2.01% | 32 | +486,318 | 6.77% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,474,703 | 404,007 | 0.12% | 0.12% | 33 | +521,634 | 7.5% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 7,281,199 | 393,548 | 0.42% | 0.37% | 34 | +925,011 | 14.55% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 7,028,898 | 379,911 | 0.59% | 0.53% | 35 | +673,287 | 10.59% | Q1 2026 | May 14, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 7,021,770 | 379,526 | 8.16% | 7.96% | 36 | +810,188 | 13.04% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 7,021,770 | 379,526 | 7.07% | 6.86% | 37 | +810,188 | 13.04% | Q1 2026 | May 06, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 6,630,184 | 358,361 | 8.27% | 8.24% | 38 | +19,658 | 0.3% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,366,278 | 344,674 | 0.42% | 0.47% | 39 | -1,125,152 | -15.02% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 6,181,354 | 334,101 | 0.31% | 0.23% | 40 | +1,460,570 | 30.94% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,093,454 | 329,351 | 0.46% | 0.49% | 41 | -715,326 | -10.51% | Q1 2026 | Apr 27, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 5,772,617 | 312,009 | 2.03% | 1.17% | 42 | +2,385,625 | 70.43% | Q1 2026 | May 05, 2026 |
| Jasper Ridge Partners, L.P. | History | Added to | 5,692,120 | 307,666 | 6.85% | 6.76% | 43 | +13,534 | 0.24% | Q1 2026 | May 11, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,897,422 | 264,705 | 2.08% | 2.02% | 44 | +186,509 | 3.96% | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Added to | 4,809,582 | 259,957 | 0.28% | 0.28% | 45 | +11,580 | 0.24% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,846,903 | 257,809 | 0.12% | 0.14% | 46 | +690,143 | 16.6% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 4,599,777 | 248,617 | 2.95% | 2.98% | 47 | +104,722 | 2.33% | Q1 2026 | May 01, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 4,518,470 | 244,223 | 2.67% | 2.46% | 48 | +333,527 | 7.97% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 4,507,896 | 243,651 | 0.0% | 0.0% | 49 | +96,462 | 2.19% | Q1 2026 | May 13, 2026 |
| Elm Partners Management LLC | History | Added to | 4,632,193 | 242,819 | 10.52% | 11.28% | 50 | +6,496 | 0.14% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,473,008 | 241,766 | 3.71% | 3.56% | 51 | +136,865 | 3.16% | Q1 2026 | Apr 07, 2026 |
| Cerity Partners LLC | History | Added to | 4,201,293 | 227,467 | 0.32% | 0.28% | 52 | +602,232 | 16.73% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 4,125,180 | 222,965 | 3.27% | 2.33% | 53 | +1,253,915 | 43.67% | Q1 2026 | Apr 09, 2026 |
| MAI Capital Management | History | Added to | 3,781,532 | 204,391 | 1.15% | 1.11% | 54 | +204,060 | 5.7% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 3,763,098 | 203,452 | 0.23% | 0.21% | 55 | +250,473 | 7.13% | Q1 2026 | May 14, 2026 |
| Facet Wealth, Inc. | History | Added to | 3,735,371 | 201,896 | 3.5% | 3.69% | 56 | +136,019 | 3.78% | Q1 2026 | May 07, 2026 |
| SCS Capital Management LLC | History | Added to | 3,601,987 | 194,687 | 2.06% | 2.04% | 57 | +29,090 | 0.81% | Q1 2026 | May 11, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 3,455,673 | 186,779 | 2.53% | 2.28% | 58 | +118,524 | 3.55% | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,439,154 | 185,886 | 0.07% | 0.06% | 59 | +122,450 | 3.69% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | Added to | 3,280,863 | 185,368 | 5.98% | 5.81% | 60 | +253,553 | 8.38% | Q1 2026 | Apr 09, 2026 |
| BOKF, NA | History | Added to | 3,385,545 | 182,988 | 2.8% | 2.7% | 61 | +104,695 | 3.19% | Q1 2026 | May 08, 2026 |
| CHOREO, LLC | History | Added to | 3,243,897 | 175,330 | 2.15% | 2.0% | 62 | +323,425 | 11.07% | Q1 2026 | May 12, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 3,228,121 | 174,479 | 5.87% | 5.88% | 63 | +93,168 | 2.97% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 3,184,133 | 172,102 | 0.15% | 0.15% | 64 | -191,317 | -5.67% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,134,644 | 169,427 | 0.3% | 0.3% | 65 | -15,952 | -0.51% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,075,741 | 165,749 | 0.22% | — | 66 | +3,075,741 | New | Q1 2026 | May 12, 2026 |
| NEPC LLC | History | No change | 3,017,415 | 163,091 | 3.25% | 3.46% | 67 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Added to | 3,106,050 | 162,819 | 6.67% | 5.01% | 68 | +1,409,610 | 83.09% | Q1 2026 | Apr 27, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 3,000,968 | 162,202 | 2.57% | 2.91% | 69 | -332,312 | -9.97% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,948,105 | 159,345 | 0.88% | 0.97% | 70 | -44,976 | -1.5% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,941,703 | 158,999 | 0.29% | 0.3% | 71 | +1,187,987 | 67.74% | Q1 2026 | May 01, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 2,930,327 | 158,384 | 4.36% | 4.35% | 72 | +48,048 | 1.67% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,913,486 | 157,473 | 0.44% | 0.4% | 73 | -163,565 | -5.32% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,898,438 | 156,709 | 0.23% | 0.22% | 74 | +142,510 | 5.17% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,897,248 | 155,756 | 0.26% | 0.26% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ballentine Partners, LLC | History | Added to | 2,832,034 | 153,071 | 2.13% | 2.11% | 76 | +35,149 | 1.26% | Q1 2026 | May 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 2,740,660 | 148,132 | 1.25% | 0.98% | 77 | +480,569 | 21.26% | Q1 2026 | May 11, 2026 |
| BLB&B Advisors, LLC | History | Added to | 2,722,137 | 147,131 | 6.08% | 5.94% | 78 | +79,856 | 3.02% | Q1 2026 | Apr 28, 2026 |
| Bridgewater Associates, LP | History | Added to | 2,721,740 | 147,110 | 0.66% | 0.51% | 79 | +116,604 | 4.48% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 2,658,888 | 143,713 | 0.52% | 0.5% | 80 | +77,847 | 3.02% | Q1 2026 | Apr 24, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 2,493,581 | 134,778 | 6.49% | 6.88% | 81 | -72,302 | -2.82% | Q1 2026 | May 05, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 2,485,963 | 134,366 | 2.68% | 2.38% | 82 | +69,524 | 2.88% | Q1 2026 | Apr 15, 2026 |
| M&T BANK CORP | History | Reduced | 2,480,565 | 134,074 | 0.46% | 0.43% | 83 | -23,503 | -0.94% | Q1 2026 | May 12, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 2,391,980 | 129,286 | 1.86% | 2.0% | 84 | +72,486 | 3.13% | Q1 2026 | Apr 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 2,252,669 | 121,103 | 0.04% | 0.03% | 85 | +205,805 | 10.05% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 1,959,368 | 115,955 | 1.72% | 2.0% | 86 | +76,240 | 4.05% | Q1 2026 | Apr 20, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 2,133,041 | 115,290 | 7.68% | 7.33% | 87 | -68,782 | -3.12% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,127,370 | 115,027 | 0.34% | 0.32% | 88 | +1,161,728 | 120.31% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 2,087,799 | 112,846 | 0.28% | 0.21% | 89 | +347,400 | 19.96% | Q1 2026 | Apr 22, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 2,071,283 | 111,952 | 8.36% | 8.35% | 90 | +22,009 | 1.07% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,008,031 | 108,534 | 0.57% | 0.42% | 91 | +890,523 | 79.69% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 1,981,688 | 107,110 | 0.65% | 0.62% | 92 | +101,075 | 5.37% | Q1 2026 | May 05, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 1,975,017 | 106,749 | 3.9% | 4.02% | 93 | -3,192 | -0.16% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,973,093 | 106,645 | 0.42% | 0.4% | 94 | +55,448 | 2.89% | Q1 2026 | May 11, 2026 |
| Steele Capital Management, Inc. | History | Added to | 1,918,432 | 103,691 | 4.3% | 4.27% | 95 | +66,603 | 3.6% | Q1 2026 | Apr 29, 2026 |
| FMR LLC | History | Added to | 1,916,890 | 103,607 | 0.01% | 0.01% | 96 | +90,341 | 4.95% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 1,885,136 | 101,891 | 1.83% | 1.71% | 97 | +183,379 | 10.78% | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 1,873,246 | 101,248 | 1.45% | 1.45% | 98 | +316,118 | 20.3% | Q1 2026 | May 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 1,870,667 | 101,109 | 2.21% | 1.96% | 99 | +117,048 | 6.67% | Q1 2026 | May 15, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 1,832,154 | 99,027 | 5.77% | 5.93% | 100 | +41,761 | 2.33% | Q1 2026 | Apr 23, 2026 |
| CITIGROUP INC | History | Reduced | 1,813,734 | 98,032 | 0.04% | 0.05% | 101 | -181,541 | -9.1% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,796,922 | 97,123 | 0.13% | 0.12% | 102 | +178,030 | 11.0% | Q1 2026 | Apr 27, 2026 |
| Auto-Owners Insurance Co | History | No change | 1,794,716 | 97,004 | 2.03% | 2.03% | 103 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 1,779,090 | 96,159 | 0.1% | 0.07% | 104 | +533,025 | 42.78% | Q1 2026 | May 12, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 1,769,432 | 95,637 | 1.82% | 1.89% | 105 | -170,438 | -8.79% | Q1 2026 | Apr 10, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 1,750,756 | 94,628 | 0.94% | 0.98% | 106 | -18,418 | -1.04% | Q1 2026 | Apr 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 1,730,259 | 90,700 | 0.07% | 0.16% | 107 | -2,104,235 | -54.88% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,668,727 | 90,196 | 1.56% | 0.01% | 108 | +1,661,919 | 24411.27% | Q1 2026 | May 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 1,661,215 | 89,788 | 1.15% | 1.08% | 109 | +67,387 | 4.23% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,632,519 | 88,237 | 1.06% | 1.05% | 110 | -55,709 | -3.3% | Q1 2026 | May 06, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 1,612,987 | 87,181 | 2.64% | 2.14% | 111 | +270,307 | 20.13% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,591,587 | 86,025 | 0.37% | 0.33% | 112 | +133,571 | 9.16% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,584,300 | 85,631 | 0.13% | 0.13% | 113 | +16,302 | 1.04% | Q1 2026 | May 06, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 1,537,256 | 82,919 | 0.17% | 0.14% | 114 | +768,628 | 100.0% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 1,527,887 | 82,139 | 0.33% | 0.33% | 115 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hirtle & Co., LLC | History | Reduced | 1,503,025 | 81,238 | 2.78% | 2.78% | 116 | -16,958 | -1.12% | Q1 2026 | May 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 1,426,926 | 77,125 | 2.13% | 2.13% | 117 | -7,269 | -0.51% | Q1 2026 | Apr 23, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 1,417,537 | 76,617 | 5.16% | 5.18% | 118 | +21,238 | 1.52% | Q1 2026 | May 12, 2026 |
| Westerkirk Capital Inc. | History | Reduced | 1,401,133 | 75,731 | 8.15% | 7.54% | 119 | -38,770 | -2.69% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 1,397,623 | 75,541 | 0.12% | 0.11% | 120 | -59,604 | -4.09% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Added to | 1,369,577 | 74,025 | 1.02% | 0.76% | 121 | +386,689 | 39.34% | Q1 2026 | Apr 08, 2026 |
| Empowered Funds, LLC | History | New | 1,324,650 | 71,597 | 0.46% | — | 122 | +1,324,650 | New | Q1 2026 | May 14, 2026 |
| Karpus Management, Inc. | History | Added to | 1,321,574 | 71,431 | 2.23% | 2.14% | 123 | +27,456 | 2.12% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,304,499 | 70,507 | 0.12% | 0.13% | 124 | +25,877 | 2.02% | Q1 2026 | May 14, 2026 |
| LM Advisors LLC | History | Reduced | 3,660 | 67,707 | 1.07% | 1.24% | 125 | -51 | -1.37% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,251,138 | 67,624 | 0.53% | 0.51% | 126 | -73,393 | -5.54% | Q1 2026 | May 11, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 1,244,435 | 67,261 | 4.38% | 2.87% | 127 | +436,623 | 54.05% | Q1 2026 | May 07, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 1,192,716 | 64,466 | 3.41% | 3.29% | 128 | +5,426 | 0.46% | Q1 2026 | Apr 27, 2026 |
| Parkwood LLC | History | No change | 1,190,229 | 64,332 | 5.71% | 4.95% | 129 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 1,189,959 | 64,317 | 0.02% | 0.01% | 130 | +196,085 | 19.73% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO | History | Added to | 1,177,251 | 63,583 | 0.72% | 0.66% | 131 | +78,993 | 7.19% | Q1 2026 | Apr 28, 2026 |
| GenTrust, LLC | History | Added to | 1,165,645 | 63,003 | 2.7% | 2.59% | 132 | +50,480 | 4.53% | Q1 2026 | Apr 27, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 1,161,279 | 62,720 | 1.29% | 1.29% | 133 | +42,231 | 3.77% | Q1 2026 | Apr 28, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 1,152,899 | 62,314 | 3.84% | 3.56% | 134 | +57,585 | 5.26% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Added to | 1,145,122 | 61,893 | 0.3% | 0.32% | 135 | +51,174 | 4.68% | Q1 2026 | May 11, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 1,139,488 | 61,589 | 1.87% | 1.79% | 136 | +185 | 0.02% | Q1 2026 | Apr 23, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 1,131,971 | 61,183 | 4.09% | 5.06% | 137 | +95,547 | 9.22% | Q1 2026 | May 07, 2026 |
| Hills Bank & Trust Co | History | Added to | 1,124,915 | 60,801 | 2.94% | 3.39% | 138 | +41,236 | 3.81% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,111,830 | 60,094 | 0.51% | 0.45% | 139 | -25,834 | -2.27% | Q1 2026 | May 13, 2026 |
| Strid Group, LLC | History | Added to | 1,101,253 | 59,522 | 7.38% | 7.22% | 140 | +21,998 | 2.04% | Q1 2026 | Apr 29, 2026 |
| ASSETMARK, INC | History | Added to | 1,085,404 | 58,666 | 0.12% | 0.11% | 141 | +40,476 | 3.87% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,075,967 | 58,156 | 0.15% | 0.19% | 142 | -279,327 | -20.61% | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | Added to | 1,066,070 | 57,668 | 0.29% | 0.27% | 143 | +90,482 | 9.27% | Q1 2026 | May 15, 2026 |
| Clark Asset Management, LLC | History | Added to | 1,053,450 | 56,938 | 5.35% | 5.34% | 144 | +96,023 | 10.03% | Q1 2026 | Apr 16, 2026 |
| PDS Planning, Inc | History | Added to | 1,047,390 | 56,611 | 3.73% | 3.74% | 145 | +6,427 | 0.62% | Q1 2026 | Apr 21, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,077,278 | 56,470 | 2.04% | 1.86% | 146 | +165,265 | 18.12% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,033,930 | 55,883 | 0.31% | 0.99% | 147 | -4,235,342 | -80.38% | Q1 2026 | Apr 29, 2026 |
| Smithfield Trust Co | History | Added to | 1,027,520 | 55,487 | 2.42% | 2.39% | 148 | +22,315 | 2.22% | Q1 2026 | May 08, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 1,019,138 | 55,084 | 2.43% | 2.46% | 149 | +3,720 | 0.37% | Q1 2026 | Apr 09, 2026 |
| Klingman & Associates, LLC | History | Added to | 1,004,376 | 54,286 | 2.6% | 2.58% | 150 | +9,248 | 0.93% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 985,324 | 53,256 | 0.42% | 0.5% | 151 | +207,206 | 26.63% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 985,063 | 53,242 | 0.11% | 0.12% | 152 | +36,527 | 3.85% | Q1 2026 | May 15, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 949,065 | 51,296 | 1.04% | 1.02% | 153 | +3,751 | 0.4% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 945,800 | 51,120 | 0.56% | 0.54% | 154 | +57,876 | 6.52% | Q1 2026 | Apr 20, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 944,160 | 51,031 | 0.18% | 0.18% | 155 | -100,212 | -9.6% | Q1 2026 | May 08, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 928,122 | 50,164 | 7.61% | 3.62% | 156 | +502,940 | 118.29% | Q1 2026 | May 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 924,655 | 49,977 | 3.19% | 3.13% | 157 | +5,896 | 0.64% | Q1 2026 | Apr 14, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 923,751 | 49,928 | 0.04% | 0.03% | 158 | +268,118 | 40.89% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 919,257 | 49,685 | 0.2% | 0.2% | 159 | -3,959 | -0.43% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 866,151 | 46,815 | 0.35% | 0.38% | 160 | -7,309 | -0.84% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 859,343 | 46,447 | 0.03% | 0.03% | 161 | -281,110 | -24.65% | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | Added to | 847,798 | 45,823 | 0.37% | 0.3% | 162 | +108,598 | 14.69% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 844,100 | 45,623 | 0.01% | 0.0% | 163 | +760,700 | 912.11% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 842,185 | 45,520 | 0.13% | 0.09% | 164 | +212,827 | 33.82% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 839,700 | 45,385 | 0.17% | 0.18% | 165 | +34,721 | 4.31% | Q1 2026 | Apr 30, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 826,843 | 44,690 | 0.34% | 0.33% | 166 | +23,599 | 2.94% | Q1 2026 | May 12, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 823,184 | 44,493 | 0.72% | 0.9% | 167 | -218,883 | -21.0% | Q1 2026 | Apr 27, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 822,212 | 44,440 | 2.35% | 2.21% | 168 | +12,573 | 1.55% | Q1 2026 | Apr 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 814,497 | 44,023 | 0.17% | — | 169 | +814,497 | New | Q1 2026 | May 08, 2026 |
| Allen Investment Management, LLC | History | Added to | 784,669 | 42,411 | 0.52% | 0.01% | 170 | +762,889 | 3502.7% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 780,631 | 42,193 | 1.29% | 0.84% | 171 | +356,089 | 83.88% | Q1 2026 | May 15, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 703,555 | 41,446 | 1.59% | 1.63% | 172 | -27,182 | -3.72% | Q1 2026 | Apr 24, 2026 |
| DAVENPORT & Co LLC | History | Added to | 765,278 | 41,362 | 0.22% | 0.19% | 173 | +96,367 | 14.41% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 762,658 | 41,221 | 0.19% | 0.18% | 174 | +37,456 | 5.16% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 701,330 | 40,733 | 0.73% | 1.12% | 175 | +274,097 | 64.16% | Q1 2026 | May 01, 2026 |
| Matrix Trust Co | History | Reduced | 753,184 | 40,710 | 6.76% | 6.7% | 176 | -2,198 | -0.29% | Q1 2026 | Apr 09, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 751,034 | 40,375 | 2.95% | 2.95% | 177 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 743,008 | 40,159 | 1.23% | 1.31% | 178 | -88,780 | -10.67% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 725,988 | 39,239 | 0.45% | 0.42% | 179 | +13,640 | 1.91% | Q1 2026 | May 05, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 709,153 | 38,329 | 6.76% | 6.59% | 180 | +37,800 | 5.63% | Q1 2026 | Apr 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,271,653 | 38,035 | 0.24% | 0.36% | 181 | +282,003 | 28.5% | Q1 2026 | May 15, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Reduced | 688,144 | 37,194 | 0.87% | 2.95% | 182 | -1,317,439 | -65.69% | Q1 2026 | May 12, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 686,832 | 37,123 | 3.12% | 3.09% | 183 | +2,017 | 0.29% | Q1 2026 | Apr 20, 2026 |
| BANK OF HAWAII | History | Reduced | 683,766 | 36,957 | 1.94% | 1.95% | 184 | -50,571 | -6.89% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 673,377 | 36,396 | 0.61% | 0.51% | 185 | +104,701 | 18.41% | Q1 2026 | Apr 21, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 672,138 | 36,329 | 2.34% | 1.87% | 186 | +119,825 | 21.7% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 669,207 | 36,277 | 0.34% | 0.3% | 187 | +152,782 | 29.58% | Q1 2026 | Apr 07, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 663,011 | 35,835 | 0.81% | 0.82% | 188 | +2,886 | 0.44% | Q1 2026 | May 12, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 658,567 | 35,595 | 1.63% | 1.44% | 189 | +44,465 | 7.24% | Q1 2026 | May 06, 2026 |
| Sepio Capital, LP | History | Added to | 657,435 | 35,534 | 1.93% | 1.91% | 190 | +8,742 | 1.35% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 655,773 | 35,444 | 0.84% | 0.84% | 191 | -43,117 | -6.17% | Q1 2026 | May 15, 2026 |
| REBALANCE, LLC | History | Reduced | 655,215 | 35,414 | 2.06% | 2.08% | 192 | -5,927 | -0.9% | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 653,782 | 35,336 | 0.44% | 0.43% | 193 | +31,755 | 5.11% | Q1 2026 | May 08, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 644,421 | 34,830 | 0.83% | 0.78% | 194 | -6,928 | -1.06% | Q1 2026 | May 08, 2026 |
| Vise Technologies, Inc. | History | No change | 647,307 | 34,799 | 0.68% | 0.68% | 195 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 641,165 | 34,654 | 0.18% | 0.18% | 196 | +46,586 | 7.84% | Q1 2026 | May 08, 2026 |
| Vision Capital Management, Inc. | History | Added to | 640,590 | 34,623 | 4.37% | 3.99% | 197 | +24,165 | 3.92% | Q1 2026 | Apr 24, 2026 |
| Apriem Advisors | History | Added to | 637,358 | 34,449 | 3.29% | 1.81% | 198 | +269,504 | 73.26% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 612,414 | 33,101 | 0.1% | 0.12% | 199 | -153,031 | -19.99% | Q1 2026 | May 13, 2026 |
| Hudock, Inc. | History | Reduced | 602,595 | 32,570 | 4.79% | 4.77% | 200 | -197 | -0.03% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 601,281 | 32,499 | 0.7% | 0.65% | 201 | +34,011 | 6.0% | Q1 2026 | May 01, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 599,263 | 32,390 | 4.16% | 3.82% | 202 | +79,107 | 15.21% | Q1 2026 | Apr 27, 2026 |
| Keewaydin Investments LLC | History | Reduced | 597,222 | 32,279 | 10.18% | 9.67% | 203 | -79,059 | -11.69% | Q1 2026 | May 15, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 578,050 | 31,243 | 3.26% | 3.21% | 204 | +3,727 | 0.65% | Q1 2026 | May 04, 2026 |
| WoodTrust Financial Corp | History | Reduced | 575,857 | 31,125 | 4.02% | 3.91% | 205 | -47,970 | -7.69% | Q1 2026 | May 06, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 575,340 | 31,097 | 1.32% | 1.34% | 206 | -30,975 | -5.11% | Q1 2026 | Apr 29, 2026 |
| Focused Wealth Management, Inc | History | Added to | 573,138 | 30,978 | 3.21% | 3.14% | 207 | +13,250 | 2.37% | Q1 2026 | Apr 20, 2026 |
| ALPS ADVISORS INC | History | Reduced | 567,691 | 30,683 | 0.14% | 0.2% | 208 | -82,735 | -12.72% | Q1 2026 | May 08, 2026 |
| TSG Advice Partners, LLC | History | New | 562,182 | 30,385 | 4.55% | — | 209 | +562,182 | New | Q1 2026 | Apr 24, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 561,579 | 30,353 | 0.7% | 0.73% | 210 | +1,790 | 0.32% | Q1 2026 | May 15, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 557,875 | 30,153 | 2.87% | 2.19% | 211 | +133,815 | 31.56% | Q1 2026 | Apr 09, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 554,763 | 29,984 | 4.62% | 4.14% | 212 | +2,823 | 0.51% | Q1 2026 | May 06, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 544,211 | 29,414 | 1.81% | 1.91% | 213 | +16,618 | 3.15% | Q1 2026 | Apr 28, 2026 |
| Tanager Wealth Management LLP | History | Added to | 538,845 | 29,124 | 2.82% | 2.77% | 214 | +23,488 | 4.56% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Reduced | 536,562 | 29,001 | 0.82% | 0.88% | 215 | -23,582 | -4.21% | Q1 2026 | May 13, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 533,970 | 28,861 | 2.71% | 2.48% | 216 | +16,325 | 3.15% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 533,020 | 28,811 | 0.22% | 0.2% | 217 | +28,333 | 5.61% | Q1 2026 | May 14, 2026 |
| DUPONT CAPITAL MANAGEMENT CORP | History | No change | 532,422 | 28,777 | 3.27% | 3.23% | 218 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ellenbecker Investment Group | History | Added to | 531,819 | 28,744 | 3.87% | 3.75% | 219 | +33,917 | 6.81% | Q1 2026 | Apr 23, 2026 |
| Efficient Advisors, LLC | History | Reduced | 528,677 | 28,575 | 2.03% | 1.93% | 220 | -86,761 | -14.1% | Q1 2026 | Apr 29, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 525,964 | 28,428 | 0.32% | 0.3% | 221 | -9,121 | -1.7% | Q1 2026 | May 07, 2026 |
| Garde Capital, Inc. | History | Added to | 524,563 | 28,352 | 1.7% | 1.65% | 222 | +6,495 | 1.25% | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | Reduced | 524,222 | 28,334 | 0.4% | 0.38% | 223 | -3,480 | -0.66% | Q1 2026 | May 11, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 521,152 | 28,168 | 3.89% | 3.98% | 224 | -18,995 | -3.52% | Q1 2026 | May 14, 2026 |
| Caprock Group, LLC | History | Reduced | 516,261 | 27,903 | 0.68% | 0.69% | 225 | -91,544 | -15.06% | Q1 2026 | May 11, 2026 |
| PACK Private Wealth, LLC | History | Added to | 506,746 | 27,389 | 12.58% | 12.39% | 226 | +1,022 | 0.2% | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 504,599 | 27,273 | 0.38% | 0.32% | 227 | +45,810 | 9.98% | Q1 2026 | Apr 30, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 503,040 | 27,189 | 0.97% | 0.95% | 228 | +20,592 | 4.27% | Q1 2026 | May 15, 2026 |
| KWMG, LLC | History | Added to | 501,944 | 27,130 | 2.26% | 2.27% | 229 | +13,108 | 2.68% | Q1 2026 | Apr 09, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 498,618 | 26,950 | 3.1% | 3.1% | 230 | +18,417 | 3.84% | Q1 2026 | Apr 17, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 496,677 | 26,845 | 3.49% | 3.55% | 231 | -5,176 | -1.03% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Added to | 496,122 | 26,815 | 0.31% | 0.3% | 232 | +5,798 | 1.18% | Q1 2026 | Apr 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 496,591 | 26,750 | 0.05% | 0.1% | 233 | -564,667 | -53.21% | Q1 2026 | May 01, 2026 |
| Jordan Park Group LLC | History | Reduced | 494,699 | 26,738 | 1.42% | 1.66% | 234 | -39,650 | -7.42% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Reduced | 492,893 | 26,640 | 0.3% | 0.37% | 235 | -117,011 | -19.19% | Q1 2026 | May 05, 2026 |
| Vident Advisory, LLC | History | Added to | 492,036 | 26,594 | 0.23% | 0.09% | 236 | +310,240 | 170.65% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 488,946 | 26,427 | 0.38% | 0.16% | 237 | +304,504 | 165.09% | Q1 2026 | May 11, 2026 |
| Procyon Advisors, LLC | History | Added to | 477,633 | 25,816 | 1.27% | 1.12% | 238 | +55,495 | 13.15% | Q1 2026 | May 04, 2026 |
| SNS Financial Group, LLC | History | Reduced | 471,655 | 25,492 | 2.2% | 2.21% | 239 | -5,866 | -1.23% | Q1 2026 | Apr 14, 2026 |
| Savant Capital, LLC | History | Reduced | 460,249 | 24,876 | 0.12% | 0.15% | 240 | -39,596 | -7.92% | Q1 2026 | May 04, 2026 |
| Legacy Private Trust Co. | History | Added to | 459,611 | 24,841 | 1.53% | 1.41% | 241 | +13,877 | 3.11% | Q1 2026 | Apr 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 458,799 | 24,798 | 0.01% | 0.01% | 242 | +89,466 | 24.22% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 458,209 | 24,761 | 0.02% | 0.1% | 243 | -1,560,146 | -77.3% | Q1 2026 | May 14, 2026 |
| Colony Family Offices, LLC | History | Added to | 457,203 | 24,711 | 6.09% | 6.08% | 244 | +3,987 | 0.88% | Q1 2026 | Apr 21, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 456,923 | 24,696 | 0.29% | 0.29% | 245 | -16,460 | -3.48% | Q1 2026 | May 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 455,324 | 24,610 | 0.63% | 0.67% | 246 | -25,632 | -5.33% | Q1 2026 | May 13, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 452,200 | 24,441 | 1.69% | 1.97% | 247 | +29,163 | 6.89% | Q1 2026 | May 18, 2026 |
| Greenline Partners, LLC | History | Added to | 447,428 | 24,183 | 2.6% | 2.75% | 248 | +1 | 0.0% | Q1 2026 | May 15, 2026 |
| Stephens Greth Foundation | History | Added to | 446,625 | 24,140 | 7.54% | 2.85% | 249 | +354,355 | 384.04% | Q1 2026 | May 08, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 441,150 | 23,844 | 0.17% | 0.16% | 250 | +13,550 | 3.17% | Q1 2026 | May 15, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 438,544 | 23,703 | 2.55% | 2.4% | 251 | -1,240 | -0.28% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 437,965 | 23,671 | 0.13% | 0.12% | 252 | +29,539 | 7.23% | Q1 2026 | May 05, 2026 |
| NorthRock Partners, LLC | History | Reduced | 435,614 | 23,544 | 0.38% | 0.4% | 253 | -10,224 | -2.29% | Q1 2026 | May 15, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 433,645 | 23,438 | 4.67% | 4.54% | 254 | +72,987 | 20.24% | Q1 2026 | May 11, 2026 |
| TLT Family Holdco ULC | History | No change | 433,150 | 23,411 | 3.23% | 2.56% | 255 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 432,359 | 23,369 | 0.0% | 0.0% | 256 | -183,176 | -29.76% | Q1 2026 | May 15, 2026 |
| First Bank & Trust | History | Added to | 430,864 | 23,288 | 3.75% | 3.65% | 257 | +13,543 | 3.25% | Q1 2026 | Apr 10, 2026 |
| Portland Global Advisors LLC | History | Reduced | 428,878 | 23,180 | 2.47% | 2.48% | 258 | -750 | -0.17% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 422,809 | 22,852 | 0.29% | 0.3% | 259 | +44,907 | 11.88% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 421,090 | 22,759 | 1.18% | 1.16% | 260 | +17,203 | 4.26% | Q1 2026 | Apr 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 417,140 | 22,546 | 0.03% | 0.03% | 261 | +34,831 | 9.11% | Q1 2026 | May 13, 2026 |
| Payne Capital Management, LLC | History | Added to | 415,003 | 22,430 | 6.79% | 6.82% | 262 | +13,280 | 3.31% | Q1 2026 | May 08, 2026 |
| Arvest Bank Trust Division | History | Reduced | 412,869 | 22,315 | 1.21% | 1.2% | 263 | -935 | -0.23% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 412,065 | 22,272 | 0.01% | 0.01% | 264 | -2,171 | -0.52% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 408,203 | 22,063 | 0.01% | 0.01% | 265 | -17,064 | -4.01% | Q1 2026 | May 06, 2026 |
| Wharton Business Group, LLC | History | Reduced | 396,930 | 21,442 | 0.81% | 0.81% | 266 | -1,346 | -0.34% | Q1 2026 | May 07, 2026 |
| Bangor Savings Bank | History | Added to | 394,721 | 21,334 | 1.71% | 1.42% | 267 | +65,309 | 19.83% | Q1 2026 | Apr 01, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 394,503 | 21,322 | 2.97% | 3.03% | 268 | -4,559 | -1.14% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 391,859 | 21,066 | 0.37% | 0.37% | 269 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 387,370 | 21,034 | 3.44% | 3.5% | 270 | -7,056 | -1.79% | Q1 2026 | Apr 20, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 388,511 | 20,999 | 2.28% | 2.23% | 271 | +729 | 0.19% | Q1 2026 | May 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 387,500 | 20,944 | 0.08% | 0.07% | 272 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 386,032 | 20,865 | 0.31% | 0.33% | 273 | -15,307 | -3.81% | Q1 2026 | Apr 17, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 385,936 | 20,859 | 4.54% | 1.77% | 274 | +242,741 | 169.52% | Q1 2026 | May 11, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 385,513 | 20,836 | 1.05% | 1.26% | 275 | -72,284 | -15.79% | Q1 2026 | May 04, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 381,766 | 20,634 | 3.34% | 4.32% | 276 | -112,050 | -22.69% | Q1 2026 | Apr 15, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 380,896 | 20,587 | 2.81% | 2.83% | 277 | +5,740 | 1.53% | Q1 2026 | Apr 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 380,678 | 20,575 | 0.25% | 0.23% | 278 | +38,349 | 11.2% | Q1 2026 | Apr 20, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 380,507 | 20,566 | 3.63% | 3.47% | 279 | +24,540 | 6.89% | Q1 2026 | Apr 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 374,155 | 20,223 | 0.48% | 0.46% | 280 | +9,219 | 2.53% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 373,763 | 20,186 | 0.2% | 0.22% | 281 | +37,831 | 11.26% | Q1 2026 | May 13, 2026 |
| Midwest Trust Co | History | Added to | 371,857 | 20,098 | 0.25% | 0.24% | 282 | +19,123 | 5.42% | Q1 2026 | May 01, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 370,557 | 20,028 | 0.24% | 0.22% | 283 | +12,578 | 3.51% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 370,509 | 20,025 | 0.28% | 0.27% | 284 | -615 | -0.17% | Q1 2026 | May 01, 2026 |
| ALLIANZ SE | History | Added to | 370,197 | 20,009 | 0.22% | 0.24% | 285 | +22,300 | 6.41% | Q1 2026 | May 11, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Added to | 367,795 | 19,879 | 3.38% | 2.64% | 286 | +931 | 0.25% | Q1 2026 | Apr 22, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 363,260 | 19,637 | 1.33% | 1.37% | 287 | -1,688 | -0.46% | Q1 2026 | Apr 20, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 362,302 | 19,582 | 4.57% | 4.71% | 288 | +5,088 | 1.42% | Q1 2026 | Apr 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 362,157 | 19,574 | 0.02% | 0.02% | 289 | +27,895 | 8.35% | Q1 2026 | May 13, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 360,108 | 19,463 | 3.08% | 2.92% | 290 | +13,995 | 4.04% | Q1 2026 | Apr 29, 2026 |
| GP Brinson Investments LLC | History | No change | 359,652 | 19,439 | 8.82% | 8.33% | 291 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Idaho Trust Co | History | Added to | 358,499 | 19,373 | 6.3% | 5.5% | 292 | +49,791 | 16.13% | Q1 2026 | May 08, 2026 |
| Ellevest, Inc. | History | Added to | 357,688 | 19,333 | 2.69% | 2.64% | 293 | +2,301 | 0.65% | Q1 2026 | May 11, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 326,655 | 19,243 | 5.78% | 5.75% | 294 | +10,383 | 3.28% | Q1 2026 | May 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 355,213 | 19,199 | 1.87% | 1.62% | 295 | +18,987 | 5.65% | Q1 2026 | May 01, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 337,677 | 19,078 | 3.63% | 3.54% | 296 | +6,006 | 1.81% | Q1 2026 | Apr 09, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 351,544 | 19,000 | 1.08% | 1.04% | 297 | +29,334 | 9.1% | Q1 2026 | Apr 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 351,444 | 18,995 | 0.39% | 0.38% | 298 | -5,056 | -1.42% | Q1 2026 | May 15, 2026 |
| WealthBridge Investment Counsel Inc. | History | Added to | 351,070 | 18,975 | 5.79% | 5.59% | 299 | +4,775 | 1.38% | Q1 2026 | Apr 08, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 350,050 | 18,920 | 3.77% | 3.98% | 300 | -2,484 | -0.7% | Q1 2026 | Apr 01, 2026 |
| Brooklyn FI, LLC | History | Added to | 349,752 | 18,904 | 3.97% | 3.9% | 301 | +10,712 | 3.16% | Q1 2026 | May 11, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 349,183 | 18,873 | 1.3% | 1.32% | 302 | +40,457 | 13.1% | Q1 2026 | Apr 17, 2026 |
| DORVAL Corp | History | Added to | 349,146 | 18,871 | 5.86% | 4.76% | 303 | +72,020 | 25.99% | Q1 2026 | Apr 22, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 348,322 | 18,826 | 0.59% | 0.59% | 304 | +125 | 0.04% | Q1 2026 | Apr 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 347,416 | 18,777 | 0.03% | 0.03% | 305 | +71,627 | 25.97% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 344,754 | 18,633 | 1.13% | 1.08% | 306 | -8,023,358 | -95.88% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 342,692 | 18,517 | 0.29% | 0.33% | 307 | +38,714 | 12.74% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 340,249 | 18,390 | 0.52% | 0.58% | 308 | -4,154 | -1.21% | Q1 2026 | Apr 09, 2026 |
| Human Investing LLC | History | Reduced | 339,382 | 18,343 | 2.67% | 2.75% | 309 | -22,239 | -6.15% | Q1 2026 | May 07, 2026 |
| Foster Group, Inc. | History | Added to | 337,847 | 18,260 | 0.54% | 0.47% | 310 | +51,014 | 17.79% | Q1 2026 | Apr 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 337,357 | 18,234 | 0.33% | 0.3% | 311 | +30,869 | 10.07% | Q1 2026 | May 07, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 334,664 | 18,088 | 0.05% | 0.05% | 312 | -8,148 | -2.38% | Q1 2026 | May 08, 2026 |
| Marotta Asset Management | History | Reduced | 328,894 | 17,829 | 3.28% | 3.32% | 313 | -4,607 | -1.38% | Q1 2026 | Apr 27, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 329,344 | 17,801 | 1.31% | 1.38% | 314 | -17,042 | -4.92% | Q1 2026 | Apr 22, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 326,501 | 17,647 | 0.14% | 0.13% | 315 | +23,286 | 7.68% | Q1 2026 | Apr 24, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 326,419 | 17,642 | 0.08% | 0.06% | 316 | +63,065 | 23.95% | Q1 2026 | May 07, 2026 |
| Focus Financial Network, Inc. | History | Added to | 323,729 | 17,497 | 0.63% | 0.6% | 317 | +5,188 | 1.63% | Q1 2026 | Apr 14, 2026 |
| Parker Financial LLC | History | Reduced | 324,182 | 17,474 | 6.98% | 7.11% | 318 | -2,081 | -0.64% | Q1 2026 | Apr 21, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 322,806 | 17,447 | 0.03% | 0.03% | 319 | +1,690 | 0.53% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 321,331 | 17,367 | 0.01% | 0.04% | 320 | +62,247 | 24.03% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 320,697 | 17,333 | 0.19% | 0.01% | 321 | +313,762 | 4524.33% | Q1 2026 | May 15, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 319,374 | 17,262 | 1.45% | 2.11% | 322 | -188,211 | -37.08% | Q1 2026 | May 07, 2026 |
| Permanent Capital Management, LP | History | Reduced | 292,320 | 17,226 | 2.68% | 3.06% | 323 | -117 | -0.04% | Q1 2026 | May 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 316,680 | 17,116 | 0.25% | 0.31% | 324 | -82,962 | -20.76% | Q1 2026 | May 12, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 315,648 | 17,060 | 2.9% | 2.85% | 325 | +6,247 | 2.02% | Q1 2026 | May 13, 2026 |
| Blankinship & Foster, LLC | History | Added to | 315,032 | 17,027 | 3.76% | 3.59% | 326 | +6,158 | 1.99% | Q1 2026 | Apr 17, 2026 |
| BAILARD, INC. | History | Added to | 315,006 | 17,026 | 0.39% | 0.36% | 327 | +11,215 | 3.69% | Q1 2026 | May 11, 2026 |
| Cordant, Inc. | History | Added to | 311,992 | 16,863 | 6.84% | 6.74% | 328 | +12,939 | 4.33% | Q1 2026 | Apr 13, 2026 |
| Stash Investments, LLC | History | Added to | 310,428 | 16,778 | 6.51% | 6.53% | 329 | +7,182 | 2.37% | Q1 2026 | Apr 02, 2026 |
| BIP Wealth, LLC | History | Reduced | 310,361 | 16,775 | 0.68% | 0.95% | 330 | -191,059 | -38.1% | Q1 2026 | Apr 27, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 309,923 | 16,751 | 1.37% | 1.29% | 331 | +3,973 | 1.3% | Q1 2026 | Apr 16, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 309,407 | 16,723 | 0.69% | 0.51% | 332 | +77,564 | 33.46% | Q1 2026 | Apr 14, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 307,334 | 16,611 | 6.07% | 6.15% | 333 | +16,985 | 5.85% | Q1 2026 | Apr 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 306,744 | 16,579 | 0.2% | 0.19% | 334 | +60,134 | 24.38% | Q1 2026 | Apr 23, 2026 |
| Partners in Financial Planning | History | Reduced | 305,861 | 16,531 | 2.74% | 2.8% | 335 | -1,402 | -0.46% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 305,366 | 16,505 | 0.53% | 0.64% | 336 | -52,500 | -14.67% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 304,088 | 16,435 | 0.85% | 0.83% | 337 | +9,165 | 3.11% | Q1 2026 | Apr 15, 2026 |
| JNBA Financial Advisors | History | Added to | 303,865 | 16,423 | 1.37% | 1.42% | 338 | +1,182 | 0.39% | Q1 2026 | Apr 22, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 302,611 | 16,356 | 0.74% | 0.75% | 339 | -12,004 | -3.82% | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Added to | 302,080 | 16,327 | 0.04% | 0.04% | 340 | +10,454 | 3.58% | Q1 2026 | May 14, 2026 |
| GW&K Investment Management, LLC | History | Added to | 301,777 | 16,311 | 0.14% | 0.13% | 341 | +25,683 | 9.3% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 301,025 | 16,270 | 0.44% | 0.42% | 342 | -4,307 | -1.41% | Q1 2026 | Apr 13, 2026 |
| MERIDIAN MANAGEMENT CO | History | Added to | 300,654 | 16,250 | 4.04% | 3.69% | 343 | +23,341 | 8.42% | Q1 2026 | May 05, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 300,115 | 16,221 | 4.64% | 4.61% | 344 | +7,240 | 2.47% | Q1 2026 | Apr 28, 2026 |
| Global Endowment Management, LP | History | No change | 298,000 | 16,107 | 1.8% | 2.0% | 345 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 297,031 | 16,054 | 9.73% | 9.9% | 346 | +3,881 | 1.32% | Q1 2026 | Apr 27, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 295,599 | 15,977 | 1.59% | 2.05% | 347 | -87,317 | -22.8% | Q1 2026 | Apr 30, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 295,395 | 15,966 | 5.03% | 5.04% | 348 | +6,618 | 2.29% | Q1 2026 | May 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 292,524 | 15,810 | 0.27% | 0.28% | 349 | -142 | -0.05% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 289,942 | 15,671 | 0.05% | 0.05% | 350 | +42,895 | 17.36% | Q1 2026 | May 15, 2026 |
| Gleason Group, Inc. | History | Added to | 288,377 | 15,586 | 1.54% | 1.43% | 351 | +17,048 | 6.28% | Q1 2026 | May 04, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 284,973 | 15,402 | 1.52% | 1.31% | 352 | +41,282 | 16.94% | Q1 2026 | Apr 27, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 284,473 | 15,375 | 11.34% | 7.25% | 353 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 284,193 | 15,360 | 0.83% | 0.81% | 354 | -10,986 | -3.72% | Q1 2026 | May 15, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 294,747 | 15,357 | 0.21% | 0.12% | 355 | +99,114 | 50.66% | Q1 2026 | Apr 22, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 283,862 | 15,342 | 6.08% | 5.69% | 356 | -1,983 | -0.69% | Q1 2026 | Apr 17, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 282,811 | 15,285 | 2.92% | 2.85% | 357 | +3,574 | 1.28% | Q1 2026 | Apr 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 281,455 | 15,212 | 0.85% | 0.81% | 358 | +14,634 | 5.48% | Q1 2026 | Apr 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 280,958 | 15,185 | 0.0% | 0.0% | 359 | +218,143 | 347.28% | Q1 2026 | May 13, 2026 |
| Penserra Capital Management LLC | History | Reduced | 280,037 | 15,135 | 0.18% | 0.18% | 360 | -8,397 | -2.91% | Q1 2026 | May 11, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 279,045 | 15,082 | 2.91% | 2.74% | 361 | +12,248 | 4.59% | Q1 2026 | May 15, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 276,448 | 14,942 | 0.63% | 0.67% | 362 | -14,755 | -5.07% | Q1 2026 | May 07, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 275,662 | 14,899 | 0.39% | 0.34% | 363 | +28,439 | 11.5% | Q1 2026 | May 01, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 271,580 | 14,678 | 0.78% | 0.76% | 364 | +3,131 | 1.17% | Q1 2026 | Apr 17, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 271,026 | 14,648 | 2.64% | 2.61% | 365 | +15,012 | 5.86% | Q1 2026 | Apr 13, 2026 |
| Blue Edge Capital, LLC | History | No change | 268,857 | 14,453 | 1.93% | 1.93% | 366 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Silver Coast Investments LLC | History | Reduced | 267,394 | 14,452 | 4.61% | 6.43% | 367 | -79,393 | -22.89% | Q1 2026 | Apr 22, 2026 |
| Evolution Advisers, Inc. | History | Added to | 266,969 | 14,427 | 6.08% | 6.14% | 368 | +3,006 | 1.14% | Q1 2026 | May 01, 2026 |
| TrueWealth Financial Partners | History | New | 265,886 | 14,371 | 5.73% | — | 369 | +265,886 | New | Q1 2026 | May 20, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 265,869 | 14,370 | 0.86% | 0.8% | 370 | +22,390 | 9.2% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 265,797 | 14,366 | 0.08% | 0.08% | 371 | -954 | -0.36% | Q1 2026 | Apr 30, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 265,318 | 14,340 | 2.83% | 2.85% | 372 | +12,289 | 4.86% | Q1 2026 | Apr 14, 2026 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | History | Reduced | 264,964 | 14,321 | 1.82% | 1.74% | 373 | -31,056 | -10.49% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 264,541 | 14,298 | 0.38% | 0.47% | 374 | -5,733 | -2.12% | Q1 2026 | May 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 264,378 | 14,289 | 0.59% | 0.55% | 375 | +18,198 | 7.39% | Q1 2026 | May 12, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 263,559 | 14,245 | 1.75% | 1.8% | 376 | -10,304 | -3.76% | Q1 2026 | Apr 10, 2026 |
| Aperture Investors, LLC | History | No change | 263,332 | 14,233 | 1.8% | 1.62% | 377 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Reduced | 262,959 | 14,212 | 6.02% | 5.95% | 378 | -1,195 | -0.45% | Q1 2026 | Apr 29, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 262,639 | 14,195 | 0.19% | — | 379 | +262,639 | New | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 260,037 | 14,055 | 0.16% | 0.16% | 380 | +4,220 | 1.65% | Q1 2026 | Apr 28, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 258,752 | 13,985 | 8.58% | 8.32% | 381 | +26,265 | 11.3% | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 258,494 | 13,971 | 0.09% | 0.08% | 382 | +2,760 | 1.08% | Q1 2026 | May 15, 2026 |
| Keener Financial Planning LLC | History | Added to | 258,279 | 13,959 | 5.87% | 5.59% | 383 | +17,546 | 7.29% | Q1 2026 | May 01, 2026 |
| Arcataur Capital Management LLC | History | Added to | 258,183 | 13,954 | 3.88% | 3.82% | 384 | +10,207 | 4.12% | Q1 2026 | Apr 22, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 256,901 | 13,885 | 0.43% | 0.37% | 385 | +29,945 | 13.19% | Q1 2026 | May 13, 2026 |
| Twele Capital Management, Inc. | History | Reduced | 256,815 | 13,880 | 2.47% | 2.54% | 386 | -7,910 | -2.99% | Q1 2026 | Apr 07, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 256,383 | 13,853 | 0.41% | 0.43% | 387 | -12,321 | -4.59% | Q1 2026 | Apr 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 256,189 | 13,846 | 0.2% | 0.21% | 388 | +7,952 | 3.2% | Q1 2026 | May 13, 2026 |
| Sarasin & Partners LLP | History | Added to | 254,012 | 13,729 | 0.17% | 0.13% | 389 | +24,278 | 10.57% | Q1 2026 | Apr 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 253,539 | 13,703 | 0.43% | 0.42% | 390 | +9,296 | 3.81% | Q1 2026 | Apr 08, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 252,431 | 13,643 | 2.88% | 2.6% | 391 | +4,651 | 1.88% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 252,200 | 13,631 | 0.18% | 0.18% | 392 | +12,511 | 5.22% | Q1 2026 | May 15, 2026 |
| Prime Buchholz LLC | History | Reduced | 252,184 | 13,630 | 7.12% | 8.23% | 393 | -5,703 | -2.21% | Q1 2026 | May 14, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 251,169 | 13,575 | 7.2% | 6.99% | 394 | +17,087 | 7.3% | Q1 2026 | Apr 23, 2026 |
| Frontier Asset Management, LLC | History | Added to | 250,935 | 13,563 | 2.84% | 2.92% | 395 | +16,333 | 6.96% | Q1 2026 | May 06, 2026 |
| Windward Private Wealth Management Inc. | History | Added to | 249,993 | 13,512 | 4.67% | 4.61% | 396 | +2,121 | 0.86% | Q1 2026 | May 06, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 249,748 | 13,498 | 0.71% | 0.95% | 397 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 249,186 | 13,468 | 5.28% | 5.23% | 398 | +10,052 | 4.2% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 249,060 | 13,461 | 0.37% | 0.33% | 399 | +8,154 | 3.38% | Q1 2026 | Apr 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 247,580 | 13,381 | 0.27% | 0.27% | 400 | -2,448 | -0.98% | Q1 2026 | Apr 15, 2026 |
| Independent Advisor Alliance | History | Added to | 241,259 | 13,040 | 0.14% | 0.05% | 401 | +206,494 | 593.97% | Q1 2026 | May 12, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 241,190 | 13,036 | 4.72% | 5.0% | 402 | -9,010 | -3.6% | Q1 2026 | Apr 27, 2026 |
| Mittelman Wealth Management | History | Added to | 240,969 | 13,024 | 8.12% | 7.89% | 403 | +15,224 | 6.74% | Q1 2026 | May 15, 2026 |
| WESBANCO BANK INC | History | Added to | 240,365 | 12,991 | 0.36% | 0.29% | 404 | +43,156 | 21.88% | Q1 2026 | Apr 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 239,893 | 12,966 | 0.79% | 0.78% | 405 | +8,564 | 3.7% | Q1 2026 | Apr 13, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 239,666 | 12,953 | 0.76% | 0.69% | 406 | +18,054 | 8.15% | Q1 2026 | Apr 17, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Added to | 239,540 | 12,947 | 3.89% | 3.8% | 407 | +5,747 | 2.46% | Q1 2026 | May 07, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 239,369 | 12,937 | 1.49% | 1.26% | 408 | +35,945 | 17.67% | Q1 2026 | May 14, 2026 |
| Austin Private Wealth, LLC | History | No change | 240,248 | 12,915 | 0.96% | 0.96% | 409 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Magnus Financial Group LLC | History | Added to | 237,926 | 12,859 | 1.04% | 0.92% | 410 | +14,223 | 6.36% | Q1 2026 | Apr 10, 2026 |
| Bishop & Co Investment Management, LLC | History | Added to | 236,288 | 12,771 | 4.38% | 3.51% | 411 | +39,107 | 19.83% | Q1 2026 | Apr 24, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 236,054 | 12,758 | 0.74% | 0.78% | 412 | -5,786 | -2.39% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 234,308 | 12,664 | 0.21% | 0.21% | 413 | +41,768 | 21.69% | Q1 2026 | Apr 21, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 234,069 | 12,651 | 2.2% | 1.99% | 415 | +19,001 | 8.83% | Q1 2026 | Apr 17, 2026 |
| Pine Ridge Advisers LLC | History | No change | 234,077 | 12,651 | 0.78% | 0.75% | 414 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 211,215 | 12,544 | 0.33% | 0.49% | 416 | -3,723 | -1.73% | Q1 2026 | May 14, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 232,078 | 12,543 | 3.71% | 3.58% | 417 | +16,565 | 7.69% | Q1 2026 | Apr 20, 2026 |
| CENTRAL TRUST Co | History | Added to | 231,861 | 12,532 | 0.25% | 0.18% | 418 | +62,878 | 37.21% | Q1 2026 | Apr 17, 2026 |
| Kendall Capital Management | History | Added to | 231,540 | 12,514 | 2.56% | 2.45% | 419 | +13,646 | 6.26% | Q1 2026 | Apr 24, 2026 |
| LCW Services, LLC | History | Added to | 231,362 | 12,505 | 6.21% | 6.56% | 420 | +2,364 | 1.03% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 229,370 | 12,397 | 0.1% | 0.1% | 421 | +20,397 | 9.76% | Q1 2026 | Apr 07, 2026 |
| Zhang Financial LLC | History | Added to | 228,258 | 12,337 | 0.43% | 0.46% | 422 | +295 | 0.13% | Q1 2026 | May 06, 2026 |
| Custos Family Office, LLC | History | No change | 229,260 | 12,325 | 8.41% | 8.41% | 423 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 227,929 | 12,319 | 0.19% | 0.06% | 424 | +166,774 | 272.71% | Q1 2026 | May 04, 2026 |
| HOWE & RUSLING INC | History | Added to | 227,508 | 12,296 | 0.8% | 0.7% | 425 | +31,347 | 15.98% | Q1 2026 | Apr 28, 2026 |
| IFG Advisors, LLC | History | Added to | 227,449 | 12,293 | 2.01% | 1.99% | 426 | +4,697 | 2.11% | Q1 2026 | Apr 09, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 227,141 | 12,276 | 1.06% | 0.93% | 427 | +26,511 | 13.21% | Q1 2026 | Apr 07, 2026 |
| Simmons Bank | History | Added to | 226,910 | 12,264 | 0.82% | 0.8% | 428 | +4,919 | 2.22% | Q1 2026 | Apr 23, 2026 |
| RPTC Inc. | History | No change | 226,667 | 12,251 | 2.15% | 2.05% | 429 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kopp Family Office, LLC | History | Reduced | 226,058 | 12,218 | 8.41% | 11.25% | 430 | -101,869 | -31.06% | Q1 2026 | Apr 20, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 226,000 | 12,215 | 0.06% | 0.06% | 431 | -8,000 | -3.42% | Q1 2026 | May 14, 2026 |
| FF Advisors,LLC | History | Added to | 209,457 | 12,131 | 4.92% | 4.77% | 432 | +10,442 | 5.25% | Q1 2026 | Apr 27, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 223,411 | 12,075 | 3.76% | 3.39% | 433 | +18,908 | 9.25% | Q1 2026 | Apr 29, 2026 |
| Callan Family Office, LLC | History | Reduced | 223,227 | 12,065 | 0.27% | 0.26% | 434 | -4,948 | -2.17% | Q1 2026 | May 13, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 223,185 | 12,063 | 2.66% | 2.51% | 435 | +13,836 | 6.61% | Q1 2026 | Apr 23, 2026 |
| Argent Trust Co | History | Added to | 222,493 | 12,025 | 0.41% | 0.15% | 436 | +139,418 | 167.82% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 222,300 | 12,015 | 0.0% | 0.01% | 437 | -452,112 | -67.04% | Q1 2026 | May 14, 2026 |
| Coastline Trust Co | History | Added to | 221,590 | 11,976 | 1.19% | 0.82% | 438 | +60,103 | 37.22% | Q1 2026 | Apr 03, 2026 |
| Merit Financial Group, LLC | History | Reduced | 221,005 | 11,945 | 0.09% | 0.1% | 439 | -2,080 | -0.93% | Q1 2026 | Apr 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 220,793 | 11,933 | 0.17% | 0.16% | 440 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 220,091 | 11,895 | 2.61% | 2.86% | 441 | -18,954 | -7.93% | Q1 2026 | Apr 27, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 218,728 | 11,822 | 1.01% | 1.15% | 442 | -12,773 | -5.52% | Q1 2026 | Apr 09, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 217,180 | 11,744 | 2.91% | 2.92% | 443 | -22,775 | -9.49% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 217,066 | 11,732 | 0.19% | 0.24% | 444 | -9,888 | -4.36% | Q1 2026 | May 18, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 216,027 | 11,676 | 1.33% | 1.25% | 445 | +12,264 | 6.02% | Q1 2026 | May 01, 2026 |
| Cairn Investment Group, Inc. | History | Reduced | 215,017 | 11,622 | 5.78% | 5.59% | 446 | -4,280 | -1.95% | Q1 2026 | Apr 29, 2026 |
| Park Place Capital Corp | History | Added to | 214,478 | 11,592 | 2.32% | 2.24% | 447 | +14,607 | 7.31% | Q1 2026 | Apr 09, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 214,001 | 11,566 | 2.75% | 2.83% | 448 | -1,361 | -0.63% | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 213,796 | 11,555 | 0.06% | 0.05% | 449 | +41,663 | 24.2% | Q1 2026 | May 13, 2026 |
| Affiance Financial, LLC | History | Reduced | 212,527 | 11,487 | 1.86% | 1.84% | 450 | -859 | -0.4% | Q1 2026 | Apr 14, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 212,245 | 11,471 | 3.58% | 3.53% | 451 | -6,963 | -3.18% | Q1 2026 | Apr 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 212,048 | 11,461 | 0.23% | 0.26% | 452 | -27,718 | -11.56% | Q1 2026 | May 14, 2026 |
| REAP Financial Group, LLC | History | Added to | 212,020 | 11,459 | 2.26% | 2.24% | 453 | +6,671 | 3.25% | Q1 2026 | May 11, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 210,739 | 11,390 | 1.85% | 1.85% | 454 | -2,936 | -1.37% | Q1 2026 | Apr 23, 2026 |
| Rathbones Group PLC | History | Added to | 210,643 | 11,385 | 0.05% | 0.04% | 455 | +34,257 | 19.42% | Q1 2026 | May 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 209,059 | 11,299 | 0.62% | 0.61% | 456 | +7,650 | 3.8% | Q1 2026 | Apr 30, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 208,901 | 11,291 | 6.13% | 6.22% | 457 | +4,638 | 2.27% | Q1 2026 | Apr 14, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 208,855 | 11,288 | 3.1% | 2.85% | 458 | +7,795 | 3.88% | Q1 2026 | May 12, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 208,764 | 11,283 | 0.18% | 0.11% | 459 | +66,679 | 46.93% | Q1 2026 | May 15, 2026 |
| Cliffwater LLC | History | No change | 208,320 | 11,259 | 2.98% | 2.35% | 460 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 207,742 | 11,228 | 0.22% | 0.21% | 461 | +1,142 | 0.55% | Q1 2026 | May 12, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | Added to | 207,709 | 11,226 | 1.67% | 1.42% | 462 | +23,859 | 12.98% | Q1 2026 | May 07, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 206,723 | 11,173 | 0.31% | 0.33% | 463 | -10,653 | -4.9% | Q1 2026 | May 04, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 205,744 | 11,120 | 1.41% | 1.51% | 464 | -7,913 | -3.7% | Q1 2026 | Apr 16, 2026 |
| Vanguard National Trust Co | History | New | 204,597 | 11,058 | 0.7% | — | 465 | +204,597 | New | Q1 2026 | May 08, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 203,967 | 11,024 | 0.88% | 0.73% | 466 | +39,693 | 24.16% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 203,555 | 11,002 | 0.26% | 0.22% | 467 | +37,229 | 22.38% | Q1 2026 | May 04, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 203,117 | 10,978 | 0.45% | 0.39% | 468 | +15,471 | 8.24% | Q1 2026 | Apr 21, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 202,437 | 10,941 | 0.01% | 0.01% | 469 | +3,684 | 1.85% | Q1 2026 | May 08, 2026 |
| Janney Capital Management LLC | History | No change | 202,972 | 10,912 | 0.69% | 0.69% | 470 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 185,289 | 10,882 | 0.14% | 0.11% | 471 | +21,953 | 13.44% | Q1 2026 | May 06, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 200,729 | 10,849 | 1.11% | 1.21% | 473 | -4,242 | -2.07% | Q1 2026 | Apr 30, 2026 |
| Waterford Advisors, LLC | History | Added to | 206,964 | 10,849 | 3.44% | 4.27% | 472 | +3,824 | 1.88% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 183,279 | 10,846 | 0.75% | 0.61% | 474 | +29,080 | 18.86% | Q1 2026 | Apr 29, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 199,778 | 10,798 | 0.93% | 0.86% | 475 | +21,028 | 11.76% | Q1 2026 | May 14, 2026 |
| Standard Family Office LLC | History | Added to | 199,747 | 10,796 | 11.16% | 10.38% | 476 | +18,025 | 9.92% | Q1 2026 | May 14, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 199,696 | 10,793 | 2.74% | 2.52% | 477 | +19,869 | 11.05% | Q1 2026 | Apr 07, 2026 |
| American Trust | History | Added to | 199,302 | 10,772 | 0.95% | 0.9% | 478 | +1,067 | 0.54% | Q1 2026 | May 01, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 198,889 | 10,749 | 2.95% | 3.06% | 479 | -723 | -0.36% | Q1 2026 | May 13, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 197,406 | 10,669 | 0.67% | 0.64% | 480 | +17,260 | 9.58% | Q1 2026 | Apr 27, 2026 |
| Polianta Ltd | History | New | 197,300 | 10,664 | 1.42% | — | 481 | +197,300 | New | Q1 2026 | Apr 16, 2026 |
| Nelson Capital Management, LLC | History | Added to | 197,132 | 10,654 | 1.3% | 0.99% | 482 | +39,733 | 25.24% | Q1 2026 | May 06, 2026 |
| Ariston Services Group | History | Closed out | 0 | 10,617 | 6.35% | 6.19% | 483 | -196,446 | -100.0% | Q1 2026 | Apr 22, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 195,338 | 10,558 | 3.16% | 3.19% | 484 | +5,728 | 3.02% | Q1 2026 | Apr 06, 2026 |
| St. Louis Trust Co | History | Reduced | 195,009 | 10,540 | 1.23% | 1.22% | 485 | -2,738 | -1.38% | Q1 2026 | May 14, 2026 |
| Tamar Securities, LLC | History | Added to | 194,578 | 10,516 | 1.13% | 1.02% | 486 | +14,205 | 7.88% | Q1 2026 | May 14, 2026 |
| Obsido Oy | History | Added to | 194,118 | 10,492 | 6.35% | 5.94% | 487 | +14,342 | 7.98% | Q1 2026 | May 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 193,986 | 10,484 | 0.35% | 0.39% | 488 | -10,351 | -5.07% | Q1 2026 | Apr 17, 2026 |
| Grove Bank & Trust | History | Added to | 193,659 | 10,467 | 1.18% | 1.12% | 489 | +8,018 | 4.32% | Q1 2026 | Apr 08, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 192,044 | 10,379 | 1.36% | 1.34% | 490 | +1,778 | 0.93% | Q1 2026 | May 04, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 191,869 | 10,370 | 3.43% | 2.76% | 492 | +50,482 | 35.7% | Q1 2026 | May 15, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 191,872 | 10,370 | 1.56% | 1.51% | 491 | -3,271 | -1.68% | Q1 2026 | May 11, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 197,005 | 10,347 | 5.29% | — | 493 | +197,005 | New | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 191,418 | 10,346 | 0.35% | 0.34% | 494 | +8,570 | 4.69% | Q1 2026 | Apr 07, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 190,807 | 10,313 | 1.25% | 1.23% | 495 | -3,516 | -1.81% | Q1 2026 | May 14, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 190,806 | 10,313 | 2.84% | 2.79% | 496 | +2,917 | 1.55% | Q1 2026 | Apr 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 190,758 | 10,310 | 0.03% | 0.03% | 497 | +3,101 | 1.65% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 189,226 | 10,227 | 0.09% | 0.07% | 498 | +87,155 | 85.39% | Q1 2026 | May 06, 2026 |
| VCI Wealth Management LLC | History | Added to | 188,570 | 10,192 | 2.83% | 1.69% | 499 | +75,733 | 67.12% | Q1 2026 | Apr 21, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 187,091 | 10,112 | 2.95% | 3.21% | 500 | -17,364 | -8.49% | Q1 2026 | May 07, 2026 |
| Charles Schwab Trust Co | History | Added to | 186,864 | 10,099 | 0.65% | 0.64% | 501 | +5,284 | 2.91% | Q1 2026 | Apr 10, 2026 |
| SMITH, MOORE & CO. | History | Added to | 186,292 | 10,069 | 0.73% | 0.75% | 502 | +2,670 | 1.45% | Q1 2026 | May 05, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 185,917 | 10,048 | 1.95% | 1.95% | 503 | -4,400 | -2.31% | Q1 2026 | Apr 16, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Reduced | 185,885 | 10,047 | 5.37% | 5.34% | 504 | -2,713 | -1.44% | Q1 2026 | Apr 27, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 185,778 | 10,041 | 0.83% | 0.86% | 505 | +4,330 | 2.39% | Q1 2026 | May 05, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 185,696 | 10,036 | 1.88% | 1.79% | 506 | +9,518 | 5.4% | Q1 2026 | Apr 28, 2026 |
| Freedom Financial Partners LLC | History | Added to | 185,163 | 10,008 | 3.56% | 3.5% | 508 | +6,003 | 3.35% | Q1 2026 | Apr 16, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 185,172 | 10,008 | 2.04% | 2.0% | 507 | -3,160 | -1.68% | Q1 2026 | Apr 15, 2026 |
| Newton One Investments LLC | History | Reduced | 183,337 | 9,909 | 2.69% | 3.09% | 509 | -11,354 | -5.83% | Q1 2026 | Apr 24, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 182,992 | 9,890 | 2.73% | 3.01% | 510 | -43,319 | -19.14% | Q1 2026 | Apr 28, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 182,843 | 9,882 | 0.1% | 0.11% | 511 | -3,080 | -1.66% | Q1 2026 | May 12, 2026 |
| Finhabits Advisors LLC | History | Added to | 180,983 | 9,782 | 9.03% | 8.87% | 512 | +5,111 | 2.91% | Q1 2026 | May 06, 2026 |
| Summit Global Investments | History | Added to | 180,778 | 9,771 | 0.58% | 0.03% | 513 | +172,659 | 2126.6% | Q1 2026 | May 07, 2026 |
| Forefront Analytics, LLC | History | Reduced | 180,162 | 9,737 | 8.86% | 8.6% | 514 | -943 | -0.52% | Q1 2026 | May 13, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 180,241 | 9,732 | 2.1% | 2.12% | 515 | +5,057 | 2.89% | Q1 2026 | Apr 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 178,843 | 9,695 | 0.02% | 0.02% | 516 | -5,225 | -2.84% | Q1 2026 | May 05, 2026 |
| NDVR, Inc. | History | No change | 178,573 | 9,600 | 7.97% | 7.97% | 517 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sierra Capital LLC | History | Added to | 176,780 | 9,555 | 1.04% | 0.87% | 518 | +24,255 | 15.9% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Added to | 176,352 | 9,531 | 0.2% | 0.19% | 519 | +5,500 | 3.22% | Q1 2026 | May 15, 2026 |
| Echo45 Advisors LLC | History | Added to | 173,422 | 9,373 | 5.27% | 5.31% | 520 | +182 | 0.11% | Q1 2026 | Apr 20, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 173,062 | 9,354 | 0.18% | 0.18% | 521 | +517 | 0.3% | Q1 2026 | May 01, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 173,785 | 9,353 | 3.87% | 3.79% | 522 | +5,666 | 3.37% | Q1 2026 | Apr 15, 2026 |
| Dougherty Wealth Advisers LLC | History | Added to | 172,957 | 9,348 | 5.93% | 3.73% | 523 | +50,274 | 40.98% | Q1 2026 | Apr 21, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 172,320 | 9,313 | 0.65% | 0.67% | 524 | -2,013 | -1.15% | Q1 2026 | May 12, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 171,405 | 9,264 | 1.19% | 1.26% | 525 | -6,117 | -3.45% | Q1 2026 | Apr 16, 2026 |
| Claro Advisors Inc. | History | New | 171,362 | 9,262 | 1.12% | — | 526 | +171,362 | New | Q1 2026 | Apr 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 170,674 | 9,224 | 0.22% | 0.22% | 527 | +2,522 | 1.5% | Q1 2026 | May 11, 2026 |
| Rock Creek Group LLC | History | Added to | 149,404 | 9,209 | 0.93% | 0.22% | 528 | +113,062 | 311.11% | Q1 2026 | May 11, 2026 |
| Serenity Investment Advisors | History | No change | 166,402 | 9,203 | 5.37% | 5.37% | 529 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| Canada Post Corp Registered Pension Plan | History | No change | 170,000 | 9,188 | 0.37% | 0.35% | 530 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 169,804 | 9,177 | 0.11% | 0.12% | 531 | -2,398 | -1.39% | Q1 2026 | Apr 28, 2026 |
| ATMOS ADVISORY, LLC | History | Reduced | 169,043 | 9,136 | 5.19% | 5.6% | 532 | -10,817 | -6.01% | Q1 2026 | Apr 06, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 168,380 | 9,100 | 2.34% | 1.66% | 533 | +50,905 | 43.33% | Q1 2026 | Apr 09, 2026 |
| ADVOCATE GROUP LLC | History | Added to | 168,220 | 9,092 | 1.42% | 1.37% | 534 | +10,229 | 6.47% | Q1 2026 | Apr 13, 2026 |
| PFW Advisors LLC | History | Added to | 168,028 | 9,081 | 2.86% | 2.73% | 535 | +45 | 0.03% | Q1 2026 | Apr 10, 2026 |
| MYECFO, LLC | History | Added to | 167,815 | 9,070 | 3.79% | 3.39% | 536 | +19,363 | 13.04% | Q1 2026 | Apr 07, 2026 |
| Battery Global Advisors, LLC | History | Added to | 167,405 | 9,048 | 4.86% | 0.45% | 537 | +162,860 | 3583.28% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 167,152 | 9,034 | 0.47% | 0.43% | 538 | -15,452 | -8.46% | Q1 2026 | Apr 28, 2026 |
| XY Planning Network, Inc. | History | Added to | 166,254 | 9,012 | 1.44% | 1.43% | 539 | +13,509 | 8.84% | Q1 2026 | Apr 14, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 166,655 | 9,007 | 0.06% | 0.05% | 540 | -10,012 | -5.67% | Q1 2026 | May 07, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 166,005 | 8,972 | 4.37% | — | 541 | +166,005 | New | Q1 2026 | Apr 09, 2026 |
| Fiduciary Group, LLC | History | Added to | 164,762 | 8,905 | 0.76% | 0.73% | 542 | +3,917 | 2.44% | Q1 2026 | May 11, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 164,521 | 8,902 | 2.47% | 2.37% | 543 | +2,973 | 1.84% | Q1 2026 | Apr 27, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 164,607 | 8,897 | 0.57% | 2.77% | 544 | -950,541 | -85.24% | Q1 2026 | May 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 163,535 | 8,839 | 0.0% | 0.0% | 545 | +7,927 | 5.09% | Q1 2026 | May 04, 2026 |
| TMB Capital Partners, LLC | History | Added to | 162,768 | 8,797 | 2.96% | 2.93% | 546 | +3,640 | 2.29% | Q1 2026 | May 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 161,661 | 8,737 | 0.24% | 0.23% | 547 | -2,562 | -1.56% | Q1 2026 | Apr 28, 2026 |
| RFG Advisory, LLC | History | Added to | 161,451 | 8,726 | 0.16% | 0.14% | 548 | +24,460 | 17.86% | Q1 2026 | Apr 17, 2026 |
| Applied Capital LLC | History | Added to | 161,113 | 8,708 | 3.25% | 3.24% | 549 | +4,612 | 2.95% | Q1 2026 | Apr 22, 2026 |
| COURIER CAPITAL LLC | History | Added to | 160,971 | 8,700 | 0.49% | 0.47% | 550 | +4,922 | 3.15% | Q1 2026 | Apr 23, 2026 |
| Aurelius Family Office LLC | History | Added to | 159,117 | 8,600 | 3.74% | 3.7% | 551 | +3,502 | 2.25% | Q1 2026 | Apr 08, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 158,465 | 8,565 | 1.15% | 1.13% | 552 | +788 | 0.5% | Q1 2026 | Apr 07, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 158,477 | 8,565 | 4.24% | 4.21% | 553 | +205 | 0.13% | Q1 2026 | Apr 24, 2026 |
| Fairway Wealth LLC | History | Added to | 158,400 | 8,561 | 2.26% | 2.26% | 554 | +2,524 | 1.62% | Q1 2026 | Apr 23, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 158,096 | 8,545 | 5.92% | 6.19% | 555 | -5,725 | -3.49% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Reduced | 158,027 | 8,541 | 0.14% | 0.2% | 556 | -69,020 | -30.4% | Q1 2026 | Apr 27, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 158,000 | 8,539 | 0.13% | 0.12% | 557 | +8,215 | 5.48% | Q1 2026 | May 15, 2026 |
| Plancorp, LLC | History | Added to | 149,788 | 8,500 | 0.24% | 0.23% | 558 | +8,418 | 5.95% | Q1 2026 | Apr 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 157,185 | 8,495 | 0.0% | 0.0% | 559 | +146,781 | 1410.81% | Q1 2026 | May 14, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 156,606 | 8,464 | 1.92% | 1.84% | 560 | +4,529 | 2.98% | Q1 2026 | Apr 15, 2026 |
| Wallington Asset Management, LLC | History | Reduced | 155,921 | 8,427 | 1.12% | 1.11% | 561 | -6,350 | -3.91% | Q1 2026 | Apr 22, 2026 |
| Roundview Capital LLC | History | Added to | 155,467 | 8,403 | 0.52% | 0.43% | 562 | +24,637 | 18.83% | Q1 2026 | May 08, 2026 |
| Omnia Family Wealth, LLC | History | Reduced | 155,098 | 8,383 | 2.64% | 2.47% | 563 | -453 | -0.29% | Q1 2026 | May 07, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 155,045 | 8,380 | 2.98% | 2.97% | 564 | -2,764 | -1.75% | Q1 2026 | May 05, 2026 |
| Courage Miller Partners, LLC | History | Added to | 153,450 | 8,293 | 2.34% | 2.48% | 565 | +384 | 0.25% | Q1 2026 | Apr 24, 2026 |
| Stonekeep Investments, LLC | History | Added to | 153,268 | 8,284 | 5.37% | 4.91% | 566 | +10,448 | 7.32% | Q1 2026 | Apr 07, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 153,089 | 8,274 | 3.99% | 3.76% | 567 | +15,044 | 10.9% | Q1 2026 | May 15, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 151,755 | 8,202 | 0.39% | 0.35% | 568 | +10,364 | 7.33% | Q1 2026 | May 11, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 151,507 | 8,188 | 1.68% | 1.64% | 569 | -522 | -0.34% | Q1 2026 | May 05, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 151,087 | 8,166 | 0.03% | — | 570 | +151,087 | New | Q1 2026 | May 14, 2026 |
| ASPIRIANT, LLC | History | Added to | 150,691 | 8,144 | 0.23% | 0.22% | 571 | +10,558 | 7.53% | Q1 2026 | May 12, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 150,538 | 8,136 | 2.3% | 2.25% | 572 | +5,806 | 4.01% | Q1 2026 | Apr 30, 2026 |
| Zeit Capital LLC | History | Reduced | 150,533 | 8,136 | 5.45% | 5.6% | 573 | -3,794 | -2.46% | Q1 2026 | May 05, 2026 |
| CERTUITY, LLC | History | Added to | 149,308 | 8,070 | 0.53% | 0.14% | 574 | +106,506 | 248.83% | Q1 2026 | May 11, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 149,041 | 8,055 | 3.26% | 3.11% | 575 | +14,700 | 10.94% | Q1 2026 | Apr 28, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 148,765 | 8,040 | 3.55% | 3.52% | 576 | +2,372 | 1.62% | Q1 2026 | Apr 06, 2026 |
| RiverGlades Family Offices LLC | History | New | 148,510 | 8,026 | 4.72% | — | 577 | +148,510 | New | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 148,285 | 8,014 | 0.14% | 0.11% | 578 | +36,971 | 33.21% | Q1 2026 | Apr 20, 2026 |
| HUB Investment Partners, LLC | History | Added to | 148,122 | 8,005 | 0.19% | 0.03% | 579 | +126,847 | 596.23% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 147,841 | 7,990 | 0.17% | 0.16% | 580 | +14,704 | 11.04% | Q1 2026 | Apr 13, 2026 |
| Seneca Financial Advisors LLC | History | Reduced | 146,367 | 7,911 | 2.32% | 2.45% | 581 | -3,145 | -2.1% | Q1 2026 | Apr 22, 2026 |
| Joule Financial, LLC | History | Reduced | 145,846 | 7,883 | 2.3% | 2.37% | 582 | -1,406 | -0.95% | Q1 2026 | Apr 14, 2026 |
| Verus Advisory, Inc. | History | No change | 146,068 | 7,858 | 5.13% | 5.13% | 583 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| HM PAYSON & CO | History | Added to | 144,688 | 7,820 | 0.11% | 0.07% | 584 | +57,488 | 65.93% | Q1 2026 | Apr 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 143,861 | 7,775 | 0.47% | 0.46% | 585 | +4,600 | 3.3% | Q1 2026 | May 14, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 143,653 | 7,764 | 4.3% | 5.6% | 586 | +3,670 | 2.62% | Q1 2026 | May 11, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 142,539 | 7,704 | 1.78% | 2.19% | 587 | -228 | -0.16% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 141,954 | 7,695 | 0.13% | 0.14% | 588 | -4,126 | -2.82% | Q1 2026 | May 14, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 141,570 | 7,651 | 0.33% | 0.28% | 589 | +11,433 | 8.79% | Q1 2026 | May 06, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 141,185 | 7,631 | 0.1% | 0.1% | 590 | -5,429 | -3.7% | Q1 2026 | Apr 21, 2026 |
| CENTRAL BANK & TRUST CO | History | Reduced | 141,118 | 7,627 | 1.2% | 1.3% | 591 | -15,525 | -9.91% | Q1 2026 | Apr 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 140,875 | 7,614 | 0.14% | 0.13% | 592 | +6,344 | 4.72% | Q1 2026 | Apr 10, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 139,950 | 7,564 | 0.22% | 0.21% | 593 | +6,857 | 5.15% | Q1 2026 | Apr 21, 2026 |
| Invst, LLC | History | Added to | 139,819 | 7,557 | 0.85% | 0.81% | 594 | +797 | 0.57% | Q1 2026 | May 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 139,808 | 7,556 | 1.96% | 2.18% | 595 | -15,713 | -10.1% | Q1 2026 | Apr 14, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 139,046 | 7,515 | 4.32% | 4.26% | 596 | -1,286 | -0.92% | Q1 2026 | May 01, 2026 |
| LVW Advisors, LLC | History | Added to | 138,909 | 7,508 | 0.72% | 0.06% | 597 | +126,976 | 1064.07% | Q1 2026 | Apr 20, 2026 |
| Level Wealth Management LLC | History | Added to | 138,835 | 7,504 | 3.52% | 3.39% | 598 | +15,384 | 12.46% | Q1 2026 | Apr 27, 2026 |
| James J. Burns & Company, LLC | History | Added to | 138,652 | 7,494 | 1.02% | 0.95% | 599 | +9,967 | 7.75% | Q1 2026 | Apr 17, 2026 |
| Heritage Trust Co | History | Added to | 136,920 | 7,400 | 0.74% | 0.71% | 600 | +7,021 | 5.4% | Q1 2026 | May 13, 2026 |
| Rareview Capital LLC | History | Added to | 149,297 | 7,384 | 4.33% | 4.64% | 601 | +4,592 | 3.17% | Q1 2026 | Apr 27, 2026 |
| Prosperity Advisers, LLC | History | Added to | 136,232 | 7,363 | 6.12% | 5.63% | 602 | +9,348 | 7.37% | Q1 2026 | Apr 23, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 135,626 | 7,330 | 0.07% | 0.07% | 603 | +2,393 | 1.8% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 135,607 | 7,329 | 0.56% | 0.55% | 604 | -548 | -0.4% | Q1 2026 | May 13, 2026 |
| Alley Investment Management Company, LLC | History | Added to | 135,042 | 7,299 | 0.89% | 0.62% | 605 | +36,911 | 37.61% | Q1 2026 | Apr 23, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | Added to | 134,100 | 7,248 | 3.15% | 2.02% | 606 | +50,000 | 59.45% | Q1 2026 | May 11, 2026 |
| Tull Financial Group, Inc. | History | Added to | 133,911 | 7,237 | 3.23% | 2.29% | 607 | +34,290 | 34.42% | Q1 2026 | May 07, 2026 |
| Rodgers & Associates, LTD | History | Added to | 133,653 | 7,223 | 0.74% | 0.72% | 608 | +1,242 | 0.94% | Q1 2026 | May 04, 2026 |
| Ethos Financial Group, LLC | History | Added to | 133,541 | 7,217 | 0.53% | 0.48% | 609 | +12,938 | 10.73% | Q1 2026 | May 05, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 132,972 | 7,187 | 1.99% | 1.84% | 610 | +1,459 | 1.11% | Q1 2026 | May 05, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 132,156 | 7,143 | 0.47% | 0.45% | 611 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pachira Investments Inc. | History | Added to | 132,127 | 7,141 | 3.34% | 2.86% | 612 | +22,694 | 20.74% | Q1 2026 | Apr 27, 2026 |
| S&CO INC | History | Added to | 131,648 | 7,115 | 0.44% | 0.39% | 613 | +14,705 | 12.57% | Q1 2026 | May 07, 2026 |
| Gould Capital, LLC | History | Added to | 131,348 | 7,099 | 4.3% | 4.09% | 614 | +7,968 | 6.46% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | Reduced | 130,921 | 7,076 | 1.61% | 1.65% | 615 | -255 | -0.19% | Q1 2026 | Apr 10, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 130,554 | 7,056 | 0.39% | 0.37% | 616 | +1,369 | 1.06% | Q1 2026 | May 14, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 130,341 | 7,044 | 0.32% | 0.27% | 617 | +9,200 | 7.59% | Q1 2026 | Apr 29, 2026 |
| DiPaolo Financial Group, Inc. | History | Added to | 130,276 | 7,041 | 5.12% | 6.28% | 619 | +20,538 | 18.72% | Q1 2026 | Apr 23, 2026 |
| IF Advisors, LLC | History | Added to | 130,286 | 7,041 | 4.98% | 5.39% | 618 | +6,807 | 5.51% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | New | 129,917 | 7,022 | 0.02% | — | 620 | +129,917 | New | Q1 2026 | May 14, 2026 |
| Auour Investments LLC | History | Added to | 129,756 | 7,013 | 2.21% | 2.15% | 621 | +4,214 | 3.36% | Q1 2026 | Apr 20, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 129,319 | 6,989 | 0.63% | 0.64% | 622 | +1,099 | 0.86% | Q1 2026 | May 14, 2026 |
| Ameraudi Asset Management, Inc. | History | Reduced | 128,451 | 6,942 | 3.77% | 4.19% | 623 | -13,292 | -9.38% | Q1 2026 | May 15, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 128,392 | 6,939 | 1.01% | 0.63% | 624 | +52,857 | 69.98% | Q1 2026 | May 11, 2026 |
| DRAVO BAY LLC | History | Added to | 128,137 | 6,925 | 2.81% | 2.83% | 625 | +1,505 | 1.19% | Q1 2026 | May 07, 2026 |
| Genesis Financial Group, LLC | History | Added to | 127,665 | 6,900 | 4.36% | 3.65% | 626 | +10,747 | 9.19% | Q1 2026 | May 18, 2026 |
| Michelson Medical Research Foundation, Inc. | History | No change | 127,630 | 6,898 | 7.0% | 6.88% | 627 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 127,450 | 6,888 | 0.47% | 0.5% | 628 | -7,554 | -5.6% | Q1 2026 | Apr 21, 2026 |
| SYON CAPITAL LLC | History | Added to | 127,367 | 6,884 | 0.35% | 0.32% | 629 | +7,332 | 6.11% | Q1 2026 | May 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 127,358 | 6,846 | 0.29% | 0.29% | 630 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PFG Advisors | History | Reduced | 126,609 | 6,843 | 0.33% | 0.83% | 631 | -193,254 | -60.42% | Q1 2026 | May 05, 2026 |
| CHAI TRUST CO LLC | History | Added to | 126,430 | 6,833 | 0.58% | 0.16% | 632 | +92,047 | 267.71% | Q1 2026 | May 15, 2026 |
| Texas Yale Capital Corp. | History | Added to | 125,237 | 6,769 | 0.19% | 0.2% | 633 | +3,992 | 3.29% | Q1 2026 | May 04, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 124,355 | 6,721 | 4.37% | 4.14% | 634 | +3,602 | 2.98% | Q1 2026 | May 06, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 124,018 | 6,703 | 0.39% | 0.4% | 635 | -1,418 | -1.13% | Q1 2026 | Apr 29, 2026 |
| HT Partners LLC | History | Added to | 123,842 | 6,693 | 2.03% | 1.85% | 636 | +7,922 | 6.83% | Q1 2026 | Apr 10, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 123,785 | 6,690 | 1.51% | 1.49% | 637 | -1,063 | -0.85% | Q1 2026 | Apr 22, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 123,762 | 6,689 | 1.7% | 1.68% | 638 | -287 | -0.23% | Q1 2026 | Apr 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 123,678 | 6,684 | 1.41% | 1.44% | 639 | -3,542 | -2.78% | Q1 2026 | May 05, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Reduced | 123,483 | 6,674 | 4.64% | 4.67% | 640 | -160 | -0.13% | Q1 2026 | Apr 08, 2026 |
| One Capital Management, LLC | History | Added to | 122,299 | 6,610 | 0.18% | 0.16% | 641 | +23,980 | 24.39% | Q1 2026 | May 12, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 122,346 | 6,577 | 0.49% | 0.49% | 642 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 121,579 | 6,571 | 0.2% | 0.19% | 643 | -1,295 | -1.05% | Q1 2026 | Apr 24, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 120,791 | 6,528 | 0.98% | 0.95% | 644 | +5,185 | 4.49% | Q1 2026 | Apr 08, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 120,684 | 6,522 | 0.06% | 0.07% | 645 | -7,553 | -5.89% | Q1 2026 | May 08, 2026 |
| WOODSTOCK CORP | History | Reduced | 120,417 | 6,508 | 0.58% | 0.56% | 646 | -140 | -0.12% | Q1 2026 | Apr 08, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 119,967 | 6,482 | 0.85% | 0.87% | 647 | +2,917 | 2.49% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 119,824 | 6,476 | 1.49% | 1.39% | 648 | +8,559 | 7.69% | Q1 2026 | Apr 09, 2026 |
| WATERS PARKERSON & CO., LLC | History | Added to | 119,636 | 6,466 | 0.33% | 0.25% | 649 | +23,425 | 24.35% | Q1 2026 | Apr 29, 2026 |
| Stephenson & Company, Inc. | History | Added to | 119,335 | 6,450 | 3.5% | 3.46% | 650 | +2,134 | 1.82% | Q1 2026 | May 12, 2026 |
| Crewe Advisors LLC | History | Added to | 119,211 | 6,443 | 0.55% | 0.45% | 651 | +23,739 | 24.86% | Q1 2026 | May 07, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Reduced | 118,208 | 6,389 | 0.59% | 0.86% | 652 | -66,695 | -36.07% | Q1 2026 | May 15, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 117,921 | 6,373 | 1.79% | 1.47% | 653 | +32,415 | 37.91% | Q1 2026 | May 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 117,384 | 6,344 | 0.41% | 0.38% | 654 | +7,554 | 6.88% | Q1 2026 | Apr 17, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 117,169 | 6,333 | 4.23% | 4.12% | 655 | +5,155 | 4.6% | Q1 2026 | May 04, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 117,114 | 6,328 | 0.47% | 0.6% | 656 | -65,399 | -35.83% | Q1 2026 | May 20, 2026 |
| SkyOak Wealth, LLC | History | Added to | 116,987 | 6,323 | 1.16% | 1.09% | 657 | +4,617 | 4.11% | Q1 2026 | Apr 30, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 116,978 | 6,322 | 1.31% | 1.27% | 658 | +2,170 | 1.89% | Q1 2026 | May 08, 2026 |
| HCR Wealth Advisors | History | Reduced | 116,459 | 6,294 | 0.65% | 0.63% | 659 | -1,335 | -1.13% | Q1 2026 | Apr 21, 2026 |
| MCF Advisors LLC | History | Reduced | 116,260 | 6,283 | 0.28% | 0.41% | 660 | -22,775 | -16.38% | Q1 2026 | May 11, 2026 |
| Summit Wealth Group, LLC | History | Added to | 116,147 | 6,277 | 1.44% | 1.44% | 661 | +1,822 | 1.59% | Q1 2026 | May 04, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 115,723 | 6,254 | 0.0% | 0.0% | 662 | +54,280 | 88.34% | Q1 2026 | May 15, 2026 |
| PARTHENON LLC | History | Reduced | 115,636 | 6,250 | 0.71% | 0.68% | 663 | -1,397 | -1.19% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | Reduced | 115,517 | 6,243 | 0.17% | 0.17% | 664 | -396 | -0.34% | Q1 2026 | May 04, 2026 |
| Strong Retirement Solutions LLC | History | Reduced | 115,439 | 6,239 | 4.37% | 4.38% | 665 | -5,406 | -4.47% | Q1 2026 | Apr 20, 2026 |
| Kearns & Associates LLC | History | Added to | 115,386 | 6,236 | 3.35% | 3.12% | 666 | +3,040 | 2.71% | Q1 2026 | Apr 20, 2026 |
| Talon Private Wealth, LLC | History | New | 115,032 | 6,217 | 0.83% | — | 667 | +115,032 | New | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 114,007 | 6,162 | 1.2% | 1.19% | 668 | -1,004 | -0.87% | Q1 2026 | Apr 30, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 113,808 | 6,151 | 0.21% | 0.18% | 669 | +17,626 | 18.33% | Q1 2026 | May 11, 2026 |
| Martel Wealth Advisors LLC | History | Reduced | 113,697 | 6,145 | 1.05% | 1.08% | 670 | -4,318 | -3.66% | Q1 2026 | May 01, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 113,506 | 6,135 | 1.01% | 1.03% | 671 | +1,555 | 1.39% | Q1 2026 | May 08, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 113,089 | 6,112 | 0.76% | 0.73% | 672 | +4,270 | 3.92% | Q1 2026 | May 14, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 112,430 | 6,076 | 0.5% | 0.51% | 673 | +218 | 0.19% | Q1 2026 | Apr 13, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 112,273 | 6,068 | 0.43% | 0.42% | 674 | -683 | -0.6% | Q1 2026 | Apr 28, 2026 |
| HB Wealth Management, LLC | History | Added to | 112,082 | 6,058 | 0.04% | 0.03% | 675 | +15,259 | 15.76% | Q1 2026 | Apr 27, 2026 |
| CGN Advisors LLC | History | Added to | 111,787 | 6,042 | 0.48% | 0.47% | 676 | +2,186 | 1.99% | Q1 2026 | Apr 13, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 111,763 | 6,040 | 1.62% | 1.85% | 677 | +21,598 | 23.95% | Q1 2026 | Apr 29, 2026 |
| KITCHING PARTNERS, LLC | History | Added to | 111,281 | 6,014 | 5.53% | 4.88% | 678 | +11,826 | 11.89% | Q1 2026 | May 06, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 110,817 | 6,007 | 1.34% | 0.93% | 680 | +31,500 | 39.71% | Q1 2026 | Apr 14, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Reduced | 114,586 | 6,007 | 3.52% | 3.41% | 679 | -708 | -0.61% | Q1 2026 | Apr 01, 2026 |
| Hilltop National Bank | History | Reduced | 111,080 | 6,003 | 1.43% | 1.49% | 681 | -3,186 | -2.79% | Q1 2026 | Apr 02, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Added to | 110,975 | 5,998 | 3.59% | 1.89% | 682 | +40,938 | 58.45% | Q1 2026 | Apr 15, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 110,838 | 5,958 | 3.73% | 3.73% | 683 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 110,130 | 5,952 | 1.46% | 1.37% | 684 | +7,398 | 7.2% | Q1 2026 | Apr 22, 2026 |
| Ascent Group, LLC | History | Reduced | 110,067 | 5,949 | 0.21% | 0.21% | 685 | -2,573 | -2.28% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 109,782 | 5,933 | 0.03% | 0.02% | 686 | +12,928 | 13.35% | Q1 2026 | May 14, 2026 |
| Haverford Trust Co | History | Added to | 109,012 | 5,892 | 0.05% | 0.05% | 687 | +4,557 | 4.36% | Q1 2026 | May 11, 2026 |
| rebel Financial LLC | History | Reduced | 108,997 | 5,891 | 2.55% | 2.62% | 688 | -4,974 | -4.36% | Q1 2026 | Apr 24, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 108,876 | 5,884 | 2.76% | 2.85% | 689 | -15,426 | -12.41% | Q1 2026 | Apr 14, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 108,862 | 5,883 | 1.45% | 0.02% | 690 | +107,470 | 7720.55% | Q1 2026 | Apr 03, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 108,773 | 5,879 | 0.36% | 0.32% | 691 | +10,354 | 10.52% | Q1 2026 | May 12, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 108,385 | 5,858 | 3.69% | 4.1% | 692 | -12,346 | -10.23% | Q1 2026 | Apr 07, 2026 |
| Rinkey Investments | History | Added to | 108,056 | 5,840 | 1.49% | 0.98% | 693 | +36,560 | 51.14% | Q1 2026 | May 11, 2026 |
| Trevian Wealth Management LLC | History | Added to | 107,741 | 5,823 | 2.87% | 2.71% | 694 | +1,397 | 1.31% | Q1 2026 | Apr 21, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 107,578 | 5,815 | 1.99% | 1.91% | 695 | +4,989 | 4.86% | Q1 2026 | Apr 08, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 107,568 | 5,814 | 2.64% | 2.61% | 696 | +2,683 | 2.56% | Q1 2026 | Apr 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 106,832 | 5,774 | 0.12% | 0.13% | 697 | -6,084 | -5.39% | Q1 2026 | May 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 105,961 | 5,727 | 0.29% | 0.28% | 698 | +828 | 0.79% | Q1 2026 | May 07, 2026 |
| Cerity Partners OCIO LLC | History | No change | 105,598 | 5,707 | 0.34% | 0.31% | 699 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trust Co | History | Added to | 105,363 | 5,694 | 0.53% | 0.52% | 700 | +2,334 | 2.27% | Q1 2026 | Apr 13, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 105,154 | 5,683 | 0.85% | 0.82% | 701 | +1,225 | 1.18% | Q1 2026 | Apr 09, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 104,972 | 5,673 | 0.22% | 0.22% | 702 | -1,313 | -1.24% | Q1 2026 | Apr 13, 2026 |
| One Degree Advisors Inc | History | Added to | 104,573 | 5,652 | 1.48% | 1.54% | 703 | +235 | 0.23% | Q1 2026 | May 01, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 104,413 | 5,643 | 2.16% | 2.01% | 704 | +10,617 | 11.32% | Q1 2026 | Apr 21, 2026 |
| Ascent Advisors, LLC | History | New | 59,844 | 5,639 | 10.36% | — | 706 | +59,844 | New | Q1 2026 | Apr 29, 2026 |
| Trust Co of the South | History | Reduced | 104,345 | 5,639 | 0.91% | 0.97% | 705 | -7,407 | -6.63% | Q1 2026 | Apr 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 104,321 | 5,638 | 0.36% | 0.32% | 707 | +12,470 | 13.58% | Q1 2026 | Apr 15, 2026 |
| Proficio Capital Partners LLC | History | No change | 103,942 | 5,618 | 0.3% | 0.39% | 708 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 103,905 | 5,616 | 0.59% | 0.11% | 709 | +92,759 | 832.22% | Q1 2026 | Apr 17, 2026 |
| Breakwater Investment Management | History | Reduced | 103,851 | 5,613 | 2.09% | 2.05% | 710 | -1,511 | -1.43% | Q1 2026 | May 14, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 103,291 | 5,582 | 0.45% | 0.45% | 711 | -4,385 | -4.07% | Q1 2026 | May 14, 2026 |
| Oakwell Private Wealth Management, LLC | History | Reduced | 103,208 | 5,578 | 1.0% | 1.05% | 713 | -1,290 | -1.23% | Q1 2026 | May 01, 2026 |
| SWS Partners | History | Reduced | 103,217 | 5,578 | 1.38% | 1.35% | 712 | -909 | -0.87% | Q1 2026 | Apr 21, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 103,119 | 5,573 | 1.86% | 1.77% | 714 | +3,061 | 3.06% | Q1 2026 | Apr 29, 2026 |
| Level Financial Advisors | History | Added to | 103,054 | 5,570 | 1.42% | 1.34% | 715 | +8,872 | 9.42% | Q1 2026 | Apr 10, 2026 |
| HEADINVEST, LLC | History | Added to | 102,997 | 5,566 | 1.14% | 1.08% | 716 | +2,095 | 2.08% | Q1 2026 | May 15, 2026 |
| Mechanics Bank Trust Department | History | Added to | 102,921 | 5,562 | 0.77% | 0.3% | 717 | +60,744 | 144.02% | Q1 2026 | Apr 09, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 97,024 | 5,553 | 0.1% | 0.1% | 718 | -5,943 | -5.77% | Q1 2026 | May 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 102,479 | 5,538 | 0.4% | 0.39% | 719 | +4,494 | 4.59% | Q1 2026 | Apr 20, 2026 |
| Compass Wealth Management, LLC/GA | History | Reduced | 102,382 | 5,533 | 2.36% | 2.31% | 720 | -1,988 | -1.9% | Q1 2026 | May 15, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 102,252 | 5,526 | 0.53% | 0.54% | 721 | -2,191 | -2.1% | Q1 2026 | May 13, 2026 |
| NewSquare Capital LLC | History | Reduced | 102,023 | 5,514 | 0.48% | 0.49% | 722 | -1,597 | -1.54% | Q1 2026 | May 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 101,787 | 5,501 | 0.25% | 0.29% | 723 | +3,094 | 3.13% | Q1 2026 | Apr 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 101,765 | 5,500 | 0.1% | 0.1% | 724 | +6,542 | 6.87% | Q1 2026 | May 11, 2026 |
| Tikvah Management LLC | History | No change | 101,580 | 5,490 | 1.7% | 1.46% | 725 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 100,840 | 5,450 | 1.15% | 1.15% | 726 | -325 | -0.32% | Q1 2026 | May 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 100,773 | 5,446 | 0.62% | 0.63% | 727 | -5,262 | -4.96% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 100,682 | 5,441 | 0.03% | 0.03% | 728 | +6,572 | 6.98% | Q1 2026 | May 13, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 100,099 | 5,410 | 0.16% | 0.15% | 729 | +2,772 | 2.85% | Q1 2026 | May 11, 2026 |
| Triangle Securities Wealth Management | History | Added to | 100,072 | 5,408 | 1.23% | 1.13% | 730 | +789 | 0.79% | Q1 2026 | Apr 20, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 99,577 | 5,382 | 2.35% | 1.95% | 731 | +18,377 | 22.63% | Q1 2026 | May 05, 2026 |
| Harvest Investment Advisors, LLC | History | No change | 100,042 | 5,378 | 3.05% | 3.05% | 732 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 98,697 | 5,334 | 0.03% | 0.03% | 733 | -8,834 | -8.22% | Q1 2026 | May 14, 2026 |
| J.E. Simmons & Co., P.C. | History | Reduced | 98,565 | 5,327 | 3.56% | 4.21% | 735 | -22,345 | -18.48% | Q1 2026 | Apr 21, 2026 |
| Addis & Hill, Inc | History | Added to | 98,565 | 5,327 | 3.24% | 3.13% | 734 | +2,314 | 2.4% | Q1 2026 | Apr 16, 2026 |
| Opus Capital Group, LLC | History | Reduced | 98,029 | 5,298 | 0.57% | 0.57% | 736 | -329 | -0.33% | Q1 2026 | Apr 30, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 97,351 | 5,261 | 0.69% | 0.63% | 737 | +2,926 | 3.1% | Q1 2026 | May 08, 2026 |
| Marino Management, LLC | History | No change | 100,287 | 5,257 | 0.96% | 1.07% | 738 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 97,244 | 5,256 | 3.7% | 3.26% | 739 | +11,990 | 14.06% | Q1 2026 | Apr 23, 2026 |
| Clear Retirement Advice LLC | History | Reduced | 97,045 | 5,245 | 4.12% | 4.27% | 740 | -215 | -0.22% | Q1 2026 | Apr 28, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Added to | 96,989 | 5,242 | 0.4% | 0.32% | 741 | +14,795 | 18.0% | Q1 2026 | Apr 28, 2026 |
| NWAM LLC | History | Added to | 95,891 | 5,182 | 0.3% | 0.28% | 742 | +5,821 | 6.46% | Q1 2026 | May 04, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 95,194 | 5,145 | 0.22% | 0.2% | 743 | +9,371 | 10.92% | Q1 2026 | May 11, 2026 |
| Wealth Advisory Team LLC | History | No change | 95,703 | 5,144 | 4.55% | 4.55% | 744 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| McAdam, LLC | History | Added to | 95,051 | 5,137 | 0.23% | 0.23% | 745 | +295 | 0.31% | Q1 2026 | May 08, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 94,943 | 5,131 | 0.97% | 0.99% | 746 | -1,687 | -1.75% | Q1 2026 | Apr 09, 2026 |
| DAVIS R M INC | History | Reduced | 94,719 | 5,119 | 0.09% | 0.09% | 747 | -373 | -0.39% | Q1 2026 | May 13, 2026 |
| K2 Financial Inc. | History | Added to | 86,718 | 5,095 | 3.71% | 3.65% | 748 | +1,272 | 1.49% | Q1 2026 | Apr 28, 2026 |
| Victrix Investment Advisors | History | Added to | 93,617 | 5,059 | 1.84% | 1.45% | 749 | +23,801 | 34.09% | Q1 2026 | Apr 09, 2026 |
| Arch Global Advisors, LLC | History | New | 93,488 | 5,053 | 2.64% | — | 750 | +93,488 | New | Q1 2026 | Apr 15, 2026 |
| Western Reserve Capital Management, LLC | History | Added to | 93,344 | 5,045 | 4.14% | 4.54% | 751 | +2,800 | 3.09% | Q1 2026 | Apr 27, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 92,964 | 5,024 | 4.31% | 4.1% | 752 | -2,914 | -3.04% | Q1 2026 | Apr 28, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 92,936 | 5,023 | 0.18% | 0.19% | 753 | -3,001 | -3.13% | Q1 2026 | May 07, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 92,840 | 5,018 | 0.67% | 0.71% | 754 | -5,721 | -5.8% | Q1 2026 | Apr 09, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 92,849 | 5,018 | 2.39% | 2.29% | 755 | +5,431 | 6.21% | Q1 2026 | May 05, 2026 |
| Waldron Private Wealth LLC | History | No change | 92,432 | 4,995 | 0.19% | 0.2% | 756 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sanchez Levi Garrett | History | New | 92,381 | 4,993 | 3.13% | — | 757 | +92,381 | New | Q1 2026 | May 15, 2026 |
| DDFG, Inc | History | Reduced | 92,341 | 4,991 | 1.08% | 1.11% | 758 | -2,145 | -2.27% | Q1 2026 | Apr 22, 2026 |
| Nipun Capital, L.P. | History | No change | 92,200 | 4,983 | 2.47% | 2.26% | 759 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Hardy Reed LLC | History | No change | 92,073 | 4,976 | 0.36% | 0.35% | 760 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| YANKCOM Partnership | History | Added to | 91,852 | 4,965 | 2.04% | 1.86% | 761 | +10,542 | 12.97% | Q1 2026 | Apr 20, 2026 |
| Venture Visionary Partners LLC | History | Added to | 91,451 | 4,942 | 0.16% | 0.15% | 762 | +3,364 | 3.82% | Q1 2026 | May 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 91,409 | 4,940 | 0.24% | 0.22% | 763 | +5,253 | 6.1% | Q1 2026 | May 04, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 91,023 | 4,919 | 0.08% | 0.06% | 764 | +28,504 | 45.59% | Q1 2026 | Apr 22, 2026 |
| Root Financial Partners, LLC | History | Added to | 90,779 | 4,906 | 0.23% | 0.19% | 765 | +20,661 | 29.47% | Q1 2026 | Apr 24, 2026 |
| Cooksen Wealth, LLC | History | Added to | 90,775 | 4,906 | 3.56% | 3.51% | 766 | +1,439 | 1.61% | Q1 2026 | Apr 30, 2026 |
| Marathon Strategic Advisors, LLC | History | Reduced | 90,680 | 4,901 | 3.52% | 3.72% | 767 | -74 | -0.08% | Q1 2026 | Apr 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | New | 90,402 | 4,886 | 0.04% | — | 768 | +90,402 | New | Q1 2026 | May 15, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 89,678 | 4,847 | 0.42% | 0.43% | 769 | +3,405 | 3.95% | Q1 2026 | Apr 07, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 89,559 | 4,840 | 3.22% | 3.12% | 770 | -63 | -0.07% | Q1 2026 | Apr 14, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 88,979 | 4,809 | 0.3% | 0.34% | 771 | -10 | -0.01% | Q1 2026 | Apr 28, 2026 |
| REDW Wealth LLC | History | Reduced | 88,832 | 4,801 | 1.91% | 1.91% | 772 | -4,518 | -4.84% | Q1 2026 | May 07, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 89,296 | 4,800 | 0.22% | 0.22% | 773 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | New | 88,744 | 4,796 | 0.87% | — | 774 | +88,744 | New | Q1 2026 | May 01, 2026 |
| 1ST SOURCE BANK | History | Added to | 88,597 | 4,788 | 0.25% | 0.23% | 775 | +8,309 | 10.35% | Q1 2026 | May 04, 2026 |
| Phoenix Financial Ltd. | History | Added to | 88,353 | 4,774 | 0.05% | 0.05% | 776 | +2,905 | 3.4% | Q1 2026 | May 11, 2026 |
| BKM Wealth Management, LLC | History | Added to | 88,311 | 4,773 | 1.74% | 1.72% | 777 | +918 | 1.05% | Q1 2026 | Apr 22, 2026 |
| Columbus Macro, LLC | History | Reduced | 87,657 | 4,737 | 0.51% | 0.52% | 778 | -1,058 | -1.19% | Q1 2026 | Apr 21, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 87,153 | 4,710 | 3.15% | 3.17% | 779 | -466 | -0.53% | Q1 2026 | Apr 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 86,918 | 4,697 | 0.01% | 0.01% | 780 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 86,811 | 4,692 | 2.03% | 2.03% | 781 | -363 | -0.42% | Q1 2026 | May 01, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 86,466 | 4,673 | 0.29% | 0.3% | 782 | -1,202 | -1.37% | Q1 2026 | May 05, 2026 |
| Bank of New Hampshire | History | Added to | 86,419 | 4,670 | 1.07% | 1.03% | 783 | +984 | 1.15% | Q1 2026 | Apr 13, 2026 |
| Ascent Wealth Partners, LLC | History | New | 85,527 | 4,622 | 0.54% | — | 785 | +85,527 | New | Q1 2026 | May 06, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 85,528 | 4,622 | 2.09% | 1.99% | 784 | +5,119 | 6.37% | Q1 2026 | May 11, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 85,466 | 4,619 | 0.18% | 0.17% | 786 | -305 | -0.36% | Q1 2026 | May 12, 2026 |
| VERITY Wealth Advisors | History | Reduced | 84,936 | 4,590 | 3.07% | 2.87% | 787 | -1,181 | -1.37% | Q1 2026 | Apr 09, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 84,267 | 4,554 | 0.0% | 0.0% | 788 | -2,922 | -3.35% | Q1 2026 | May 11, 2026 |
| Glenview Trust Co | History | Reduced | 84,168 | 4,549 | 0.07% | 0.07% | 789 | -1,615 | -1.88% | Q1 2026 | May 08, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 84,927 | 4,546 | 0.01% | 0.01% | 790 | +17,495 | 25.94% | Q1 2026 | May 14, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 84,058 | 4,543 | 3.43% | 3.38% | 791 | +1,702 | 2.07% | Q1 2026 | May 15, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 84,038 | 4,542 | 0.15% | 0.13% | 792 | +8,087 | 10.65% | Q1 2026 | Apr 22, 2026 |
| Graetz Wealth LLC | History | Added to | 83,454 | 4,510 | 4.03% | 3.93% | 793 | +3,081 | 3.83% | Q1 2026 | Apr 30, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 82,846 | 4,477 | 0.48% | 0.52% | 794 | -5,389 | -6.11% | Q1 2026 | May 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 82,638 | 4,447 | 0.14% | 0.1% | 795 | +246 | 0.3% | Q1 2026 | Apr 08, 2026 |
| Centennial Bank/AR/ | History | Added to | 81,619 | 4,411 | 1.58% | 1.3% | 796 | +20,825 | 34.26% | Q1 2026 | May 06, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 81,472 | 4,403 | 0.63% | 0.6% | 797 | +577 | 0.71% | Q1 2026 | May 01, 2026 |
| Vavra Capital Management, LLC | History | Added to | 81,428 | 4,401 | 4.28% | 4.19% | 798 | +2,107 | 2.66% | Q1 2026 | Apr 27, 2026 |
| Andina Capital Management, LLC | History | Reduced | 81,383 | 4,398 | 3.89% | 3.54% | 799 | -27,465 | -25.23% | Q1 2026 | Apr 17, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Reduced | 81,000 | 4,378 | 2.72% | 2.76% | 800 | -724 | -0.89% | Q1 2026 | Apr 21, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 80,904 | 4,372 | 1.21% | 0.84% | 801 | +31,421 | 63.5% | Q1 2026 | Apr 09, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 80,217 | 4,335 | 1.23% | 0.92% | 802 | +18,518 | 30.01% | Q1 2026 | Apr 23, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 80,046 | 4,326 | 0.3% | 0.16% | 803 | +35,017 | 77.77% | Q1 2026 | May 05, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 79,708 | 4,308 | 1.4% | 1.45% | 804 | -1,035 | -1.28% | Q1 2026 | May 08, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 79,694 | 4,307 | 0.33% | 0.31% | 805 | +3,120 | 4.07% | Q1 2026 | Apr 08, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 79,473 | 4,295 | 2.19% | 3.47% | 806 | -49,212 | -38.24% | Q1 2026 | Apr 17, 2026 |
| Campion Asset Management | History | Added to | 79,259 | 4,283 | 2.9% | 2.85% | 807 | +2,844 | 3.72% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 79,190 | 4,280 | 0.09% | 0.1% | 808 | -6,643 | -7.74% | Q1 2026 | Apr 27, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 72,808 | 4,276 | 0.72% | 0.76% | 809 | -2,366 | -3.15% | Q1 2026 | May 08, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 79,099 | 4,275 | 0.75% | 0.74% | 810 | +956 | 1.22% | Q1 2026 | Apr 23, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 79,047 | 4,272 | 2.23% | 2.05% | 811 | +9,348 | 13.41% | Q1 2026 | Apr 22, 2026 |
| Northern Lights Advisors, Inc. | History | Added to | 79,042 | 4,272 | 2.89% | 2.87% | 812 | +1,333 | 1.72% | Q1 2026 | Apr 21, 2026 |
| Bricktown Capital, LLC | History | Reduced | 78,603 | 4,248 | 0.84% | 1.18% | 813 | -51,400 | -39.54% | Q1 2026 | Apr 16, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 78,542 | 4,245 | 2.49% | 2.44% | 814 | -263 | -0.33% | Q1 2026 | Apr 17, 2026 |
| Randall & Associates Wealth Management | History | Added to | 78,402 | 4,237 | 2.86% | 2.08% | 815 | +22,467 | 40.17% | Q1 2026 | Apr 20, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 78,377 | 4,236 | 0.88% | 0.82% | 816 | +9,231 | 13.35% | Q1 2026 | May 14, 2026 |
| Quantitative Investment Management, LLC | History | Added to | 78,358 | 4,235 | 0.44% | 0.29% | 817 | +22,425 | 40.09% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Added to | 78,045 | 4,230 | 0.32% | 0.31% | 818 | +1,093 | 1.42% | Q1 2026 | Apr 27, 2026 |
| Lutz Financial Services LLC | History | Reduced | 77,830 | 4,206 | 0.28% | 0.29% | 819 | -1,285 | -1.62% | Q1 2026 | May 04, 2026 |
| Gordian Advisors LLC | History | Reduced | 77,755 | 4,202 | 2.8% | 2.78% | 820 | -368 | -0.47% | Q1 2026 | Apr 27, 2026 |
| Emerald Investment Advisers, LLC | History | New | 77,618 | 4,195 | 0.38% | — | 821 | +77,618 | New | Q1 2026 | May 11, 2026 |
| E&G Advisors, LP | History | Added to | 77,470 | 4,185 | 0.93% | 0.91% | 822 | +1,386 | 1.82% | Q1 2026 | Apr 21, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 77,296 | 4,177 | 0.06% | 0.07% | 823 | -9,525 | -10.97% | Q1 2026 | Apr 08, 2026 |
| Family Manage LLC | History | Added to | 77,278 | 4,176 | 0.5% | 0.0% | 824 | +76,905 | 20617.96% | Q1 2026 | May 15, 2026 |
| Bedminster, LLC | History | Reduced | 77,189 | 4,172 | 3.88% | 4.96% | 825 | -23,173 | -23.09% | Q1 2026 | Apr 24, 2026 |
| Orin Green Financial, LLC | History | Reduced | 77,096 | 4,167 | 1.71% | 1.72% | 826 | -2,803 | -3.51% | Q1 2026 | Apr 29, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 77,035 | 4,163 | 0.93% | 0.94% | 827 | +2,136 | 2.85% | Q1 2026 | Apr 22, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 76,946 | 4,158 | 1.21% | 1.1% | 828 | +4,116 | 5.65% | Q1 2026 | May 07, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 76,934 | 4,158 | 0.93% | 0.96% | 829 | -155 | -0.2% | Q1 2026 | Apr 15, 2026 |
| CIBC Asset Management Inc | History | Added to | 76,320 | 4,125 | 0.01% | 0.01% | 830 | +34,340 | 81.8% | Q1 2026 | May 12, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 76,011 | 4,108 | 0.07% | 0.06% | 832 | +5,832 | 8.31% | Q1 2026 | May 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 76,019 | 4,108 | 0.27% | 0.25% | 831 | -2,617 | -3.33% | Q1 2026 | Apr 17, 2026 |
| First Western Trust Bank | History | Added to | 75,749 | 4,094 | 0.21% | 0.02% | 833 | +68,201 | 903.56% | Q1 2026 | May 12, 2026 |
| Newport Capital Group, LLC | History | Added to | 75,409 | 4,075 | 2.48% | 2.41% | 834 | +2,143 | 2.92% | Q1 2026 | May 11, 2026 |
| Angeles Investment Advisors, LLC | History | Reduced | 75,220 | 4,065 | 0.27% | 0.28% | 835 | -2,665 | -3.42% | Q1 2026 | Apr 28, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 74,753 | 4,040 | 0.56% | 1.06% | 836 | +2,294 | 3.17% | Q1 2026 | May 12, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Added to | 74,682 | 4,036 | 0.76% | 0.76% | 837 | +3,446 | 4.84% | Q1 2026 | Apr 22, 2026 |
| Fullerton Advisors, LLC | History | Added to | 74,417 | 4,022 | 4.17% | 3.69% | 838 | +5,728 | 8.34% | Q1 2026 | Apr 21, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 74,285 | 4,015 | 3.49% | 3.47% | 839 | +1,023 | 1.4% | Q1 2026 | Apr 21, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 74,112 | 4,005 | 0.41% | 0.56% | 840 | -22,659 | -23.42% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 73,859 | 3,992 | 0.04% | 0.02% | 841 | +43,070 | 139.89% | Q1 2026 | May 14, 2026 |
| DBK Financial Counsel, LLC | History | No change | 74,216 | 3,989 | 3.06% | 3.06% | 842 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 73,605 | 3,978 | 0.41% | 0.41% | 843 | +999 | 1.38% | Q1 2026 | May 07, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 73,522 | 3,973 | 0.77% | 0.71% | 844 | +8,990 | 13.93% | Q1 2026 | Apr 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 75,710 | 3,968 | 0.25% | 0.21% | 845 | -9,226 | -10.86% | Q1 2026 | Apr 24, 2026 |
| Security Financial Services, INC. | History | No change | 73,686 | 3,961 | 0.62% | 0.62% | 846 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 72,664 | 3,927 | 0.35% | — | 847 | +72,664 | New | Q1 2026 | Apr 08, 2026 |
| GK Wealth Management LLC | History | New | 74,749 | 3,918 | 3.41% | — | 849 | +74,749 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Reduced | 74,749 | 3,918 | 3.41% | 3.85% | 848 | -2,279 | -2.96% | Q1 2026 | Apr 07, 2026 |
| Symmetry Partners, LLC | History | Reduced | 72,218 | 3,903 | 0.22% | 0.25% | 850 | -7,246 | -9.12% | Q1 2026 | Apr 27, 2026 |
| Aureus Asset Management, LLC | History | Added to | 71,963 | 3,889 | 0.26% | 0.21% | 851 | +11,706 | 19.43% | Q1 2026 | May 13, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 71,728 | 3,876 | 0.98% | 0.88% | 852 | +1,743 | 2.49% | Q1 2026 | Apr 30, 2026 |
| TICINO WEALTH | History | Reduced | 65,158 | 3,872 | 1.35% | 1.38% | 853 | -4,234 | -6.1% | Q1 2026 | Apr 22, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 71,459 | 3,862 | 0.13% | 0.14% | 854 | +416 | 0.59% | Q1 2026 | Apr 20, 2026 |
| LMCG INVESTMENTS, LLC | History | Added to | 71,178 | 3,847 | 0.23% | 0.21% | 855 | +2,171 | 3.15% | Q1 2026 | Apr 29, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 71,109 | 3,844 | 0.75% | 0.66% | 856 | +101 | 0.14% | Q1 2026 | May 14, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 71,110 | 3,843 | 1.69% | 1.63% | 857 | +1,620 | 2.33% | Q1 2026 | Apr 29, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 71,097 | 3,842 | 0.52% | 0.57% | 858 | +216 | 0.3% | Q1 2026 | May 08, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Added to | 70,767 | 3,824 | 2.18% | 2.06% | 859 | +9,404 | 15.33% | Q1 2026 | Apr 16, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 70,439 | 3,807 | 0.45% | 0.46% | 860 | +6,783 | 10.66% | Q1 2026 | Apr 30, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 70,341 | 3,801 | 0.27% | 0.27% | 862 | +1,818 | 2.65% | Q1 2026 | May 06, 2026 |
| WealthSpring Partners, LLC | History | Added to | 70,334 | 3,801 | 3.49% | 3.87% | 861 | +22 | 0.03% | Q1 2026 | Apr 20, 2026 |
| 6th Street Advisors, LLC | History | New | 70,148 | 3,791 | 2.39% | — | 863 | +70,148 | New | Q1 2026 | May 04, 2026 |
| American Investment Services, Inc. | History | Reduced | 70,126 | 3,790 | 0.85% | 0.88% | 864 | -206 | -0.29% | Q1 2026 | May 13, 2026 |
| Brucke Financial, Inc. | History | New | 69,949 | 3,780 | 1.92% | — | 865 | +69,949 | New | Q1 2026 | Apr 10, 2026 |
| CFO4Life Group, LLC | History | Reduced | 69,924 | 3,779 | 0.58% | 0.54% | 866 | -537 | -0.76% | Q1 2026 | May 11, 2026 |
| Creekside Partners | History | Added to | 69,646 | 3,764 | 1.55% | 1.44% | 867 | +6,457 | 10.22% | Q1 2026 | Apr 21, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 69,594 | 3,761 | 0.55% | 0.66% | 868 | +3,559 | 5.39% | Q1 2026 | May 04, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 69,296 | 3,745 | 0.16% | 0.12% | 869 | +11,400 | 19.69% | Q1 2026 | Apr 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 69,123 | 3,736 | 0.14% | 0.05% | 870 | +45,899 | 197.64% | Q1 2026 | May 14, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 69,084 | 3,733 | 1.65% | 1.46% | 871 | +3,381 | 5.15% | Q1 2026 | May 13, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 68,824 | 3,719 | 3.79% | 2.91% | 872 | +18,022 | 35.47% | Q1 2026 | May 12, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 68,790 | 3,718 | 0.28% | 0.3% | 873 | -76 | -0.11% | Q1 2026 | Apr 22, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 68,590 | 3,707 | 1.55% | 1.5% | 874 | +2,061 | 3.1% | Q1 2026 | May 15, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 68,496 | 3,702 | 1.23% | 1.16% | 875 | +2,068 | 3.11% | Q1 2026 | Apr 22, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 68,488 | 3,701 | 0.2% | 0.2% | 876 | +161 | 0.24% | Q1 2026 | May 06, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 68,422 | 3,698 | 0.15% | 0.14% | 877 | +10,025 | 17.17% | Q1 2026 | Apr 30, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 68,155 | 3,683 | 1.77% | 1.89% | 878 | +917 | 1.36% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 68,092 | 3,680 | 0.28% | 0.28% | 879 | -1,077 | -1.56% | Q1 2026 | Apr 14, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 68,056 | 3,678 | 0.15% | 0.1% | 880 | +19,084 | 38.97% | Q1 2026 | May 14, 2026 |
| Balboa Wealth Partners | History | Added to | 67,965 | 3,673 | 0.62% | 0.58% | 881 | +3,021 | 4.65% | Q1 2026 | Apr 16, 2026 |
| Values Added Financial LLC | History | Reduced | 67,825 | 3,665 | 1.54% | 1.69% | 882 | -6,450 | -8.68% | Q1 2026 | Apr 20, 2026 |
| Meadowbrook Advisors Group, LLC | History | Reduced | 67,768 | 3,662 | 2.18% | 2.05% | 883 | -101 | -0.15% | Q1 2026 | Apr 16, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 67,708 | 3,659 | 0.39% | 0.34% | 884 | +7,525 | 12.5% | Q1 2026 | May 13, 2026 |
| Vestwell Advisors, LLC | History | Added to | 67,319 | 3,638 | 1.0% | 0.48% | 885 | +7,393 | 12.34% | Q1 2026 | May 18, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 67,305 | 3,637 | 0.1% | 0.09% | 886 | +884 | 1.33% | Q1 2026 | Apr 21, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 66,651 | 3,602 | 1.57% | 1.54% | 887 | -1,023 | -1.51% | Q1 2026 | Apr 23, 2026 |
| Cadence Wealth Management LLC | History | Added to | 66,422 | 3,590 | 1.5% | 1.65% | 888 | +2,747 | 4.31% | Q1 2026 | May 12, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 65,928 | 3,563 | 0.14% | 0.14% | 889 | -350 | -0.53% | Q1 2026 | Apr 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 66,123 | 3,554 | 0.11% | 0.1% | 890 | +766 | 1.17% | Q1 2026 | May 11, 2026 |
| Family CFO Inc | History | Reduced | 65,726 | 3,552 | 1.59% | 1.61% | 891 | -1,224 | -1.83% | Q1 2026 | Apr 28, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 65,430 | 3,536 | 0.9% | 0.91% | 892 | -1,591 | -2.37% | Q1 2026 | Apr 17, 2026 |
| Summitas Investment Management LLC | History | New | 65,137 | 3,520 | 2.76% | — | 894 | +65,137 | New | Q1 2026 | May 13, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 65,142 | 3,520 | 0.43% | 0.41% | 893 | +5,055 | 8.41% | Q1 2026 | May 06, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 64,872 | 3,506 | 0.03% | 0.02% | 895 | -106 | -0.16% | Q1 2026 | Apr 14, 2026 |
| Truepoint, Inc. | History | Reduced | 64,813 | 3,503 | 0.08% | 0.08% | 896 | -490 | -0.75% | Q1 2026 | May 08, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 64,742 | 3,499 | 1.04% | 1.03% | 897 | +778 | 1.22% | Q1 2026 | May 05, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 64,599 | 3,491 | 0.4% | 0.41% | 898 | +3,302 | 5.39% | Q1 2026 | May 08, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 64,505 | 3,486 | 0.39% | 0.28% | 899 | -3,485 | -5.13% | Q1 2026 | May 12, 2026 |
| Sageworth Trust Co | History | Reduced | 64,066 | 3,462 | 0.15% | 0.15% | 900 | -371 | -0.58% | Q1 2026 | Apr 29, 2026 |
| Fiera Capital Corp | History | Added to | 63,860 | 3,451 | 0.01% | 0.01% | 902 | +18,000 | 39.25% | Q1 2026 | May 12, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 63,856 | 3,451 | 0.15% | 0.15% | 901 | -1,006 | -1.55% | Q1 2026 | May 11, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 63,598 | 3,437 | 0.14% | 0.14% | 903 | -1,152 | -1.78% | Q1 2026 | Apr 16, 2026 |
| Rothschild Wealth LLC | History | Reduced | 63,596 | 3,437 | 0.31% | 0.33% | 904 | -967 | -1.5% | Q1 2026 | May 06, 2026 |
| BURNEY CO/ | History | Reduced | 63,539 | 3,434 | 0.11% | 0.12% | 905 | -7,407 | -10.44% | Q1 2026 | Apr 29, 2026 |
| Spire Wealth Management | History | Reduced | 63,457 | 3,429 | 0.12% | 0.32% | 906 | -113,001 | -64.04% | Q1 2026 | Apr 22, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | Added to | 63,291 | 3,420 | 0.25% | 0.16% | 907 | +20,775 | 48.86% | Q1 2026 | Apr 08, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 62,973 | 3,403 | 1.28% | 1.33% | 908 | -1,024 | -1.6% | Q1 2026 | Apr 21, 2026 |
| Seven Post Investment Office LP | History | Reduced | 62,883 | 3,398 | 1.1% | 1.27% | 909 | -3,427 | -5.17% | Q1 2026 | May 13, 2026 |
| Integrated Capital Management, LLC | History | Added to | 62,697 | 3,388 | 1.43% | 1.4% | 910 | +2,227 | 3.68% | Q1 2026 | Apr 17, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 62,649 | 3,386 | 0.27% | 0.3% | 911 | -5,874 | -8.57% | Q1 2026 | May 01, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 62,640 | 3,385 | 0.42% | 0.4% | 912 | +2,154 | 3.56% | Q1 2026 | Apr 16, 2026 |
| American Alpha Advisors, LLC | History | Reduced | 62,528 | 3,379 | 1.8% | 2.13% | 913 | -4,472 | -6.67% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | No change | 62,304 | 3,367 | 0.07% | 0.07% | 914 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| E&R Wealth Management, LLC | History | Added to | 62,029 | 3,352 | 3.34% | 3.38% | 915 | +1,818 | 3.02% | Q1 2026 | May 14, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 61,846 | 3,342 | 1.97% | 1.96% | 916 | +1,989 | 3.32% | Q1 2026 | Apr 16, 2026 |
| Tandem Financial, LLC | History | Added to | 61,571 | 3,327 | 1.06% | 0.64% | 917 | +49,486 | 409.48% | Q1 2026 | May 08, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 61,549 | 3,326 | 0.1% | 0.12% | 918 | -5,209 | -7.8% | Q1 2026 | May 04, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 61,221 | 3,308 | 0.1% | 0.03% | 919 | +42,370 | 224.76% | Q1 2026 | Apr 16, 2026 |
| TI-TRUST, INC | History | Added to | 60,592 | 3,274 | 1.95% | 1.99% | 920 | +712 | 1.19% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 60,464 | 3,268 | 0.16% | 0.16% | 921 | +4,587 | 8.21% | Q1 2026 | Apr 23, 2026 |
| HighRoad Wealth Advisors, LLC | History | Reduced | 60,355 | 3,262 | 3.19% | 3.14% | 922 | -886 | -1.45% | Q1 2026 | Apr 14, 2026 |
| NavPoint Financial, Inc. | History | Added to | 60,251 | 3,256 | 1.32% | 1.31% | 924 | +3,142 | 5.5% | Q1 2026 | Apr 24, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 60,246 | 3,256 | 0.03% | 0.03% | 923 | +870 | 1.47% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 60,016 | 3,230 | 0.29% | 0.3% | 925 | -2,137 | -3.44% | Q1 2026 | May 11, 2026 |
| Cassilly Financial Group LLC | History | Added to | 59,539 | 3,218 | 2.79% | 2.79% | 926 | +879 | 1.5% | Q1 2026 | Apr 10, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 59,428 | 3,212 | 1.29% | 1.22% | 927 | +4,049 | 7.31% | Q1 2026 | Apr 23, 2026 |
| VVR Holdings LLC | History | Added to | 59,173 | 3,198 | 1.65% | 1.53% | 928 | +4,431 | 8.09% | Q1 2026 | Apr 16, 2026 |
| First Bancorp, Inc /ME/ | History | Added to | 59,065 | 3,192 | 1.59% | 1.67% | 929 | +477 | 0.81% | Q1 2026 | Apr 20, 2026 |
| Manchester Capital Management LLC | History | Added to | 59,050 | 3,191 | 0.46% | 0.43% | 930 | +781 | 1.34% | Q1 2026 | May 11, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 58,886 | 3,182 | 2.86% | 2.74% | 931 | +4,483 | 8.24% | Q1 2026 | Apr 28, 2026 |
| Brickley Wealth Management | History | Added to | 58,642 | 3,169 | 0.54% | 0.53% | 932 | +262 | 0.45% | Q1 2026 | May 04, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 58,293 | 3,150 | 0.46% | 0.54% | 933 | -7,965 | -12.02% | Q1 2026 | Apr 24, 2026 |
| Prospera Financial Services Inc | History | Added to | 58,163 | 3,144 | 0.05% | 0.05% | 934 | +3,928 | 7.24% | Q1 2026 | Apr 14, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 58,090 | 3,139 | 1.23% | 1.27% | 935 | -1,822 | -3.04% | Q1 2026 | May 04, 2026 |
| Petros Family Wealth, LLC | History | Added to | 58,054 | 3,137 | 2.24% | 2.0% | 936 | +2,103 | 3.76% | Q1 2026 | Apr 24, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 57,846 | 3,131 | 0.69% | 0.68% | 937 | +284 | 0.49% | Q1 2026 | May 13, 2026 |
| AMG National Trust Bank | History | Added to | 57,888 | 3,128 | 0.07% | 0.04% | 938 | +23,179 | 66.78% | Q1 2026 | May 04, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 57,831 | 3,125 | 1.54% | 1.41% | 939 | +6,429 | 12.51% | Q1 2026 | Apr 20, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 58,127 | 3,124 | 0.85% | 0.85% | 940 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Disciplined Investments, LLC | History | Reduced | 57,752 | 3,121 | 1.12% | 1.2% | 942 | -415 | -0.71% | Q1 2026 | May 12, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 58,071 | 3,121 | 0.28% | 0.28% | 941 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 57,417 | 3,103 | 0.7% | 0.72% | 943 | -1,429 | -2.43% | Q1 2026 | Apr 17, 2026 |
| Manuka Financial, LLC | History | Added to | 57,232 | 3,093 | 1.91% | 1.91% | 944 | +9 | 0.02% | Q1 2026 | May 07, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 57,153 | 3,089 | 0.64% | 0.51% | 945 | +14,185 | 33.01% | Q1 2026 | Apr 15, 2026 |
| Diversified Trust Co | History | Reduced | 57,025 | 3,082 | 0.06% | 0.06% | 946 | -8,068 | -12.39% | Q1 2026 | Apr 16, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 56,872 | 3,073 | 1.02% | 1.0% | 947 | +370 | 0.65% | Q1 2026 | May 15, 2026 |
| Smith Partners Wealth Management, LLC | History | Reduced | 56,745 | 3,067 | 2.75% | 3.17% | 948 | -7,454 | -11.61% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 56,620 | 3,060 | 0.77% | 0.77% | 949 | +1,540 | 2.8% | Q1 2026 | Apr 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 56,550 | 3,056 | 0.1% | 0.09% | 950 | +5,899 | 11.65% | Q1 2026 | May 11, 2026 |
| Allie Family Office LLC | History | Added to | 56,396 | 3,052 | 1.34% | 0.82% | 951 | +23,876 | 73.42% | Q1 2026 | May 13, 2026 |
| Private Advisory Group LLC | History | New | 56,023 | 3,028 | 0.2% | — | 952 | +56,023 | New | Q1 2026 | May 08, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 55,967 | 3,024 | 0.39% | 0.39% | 953 | -1,248 | -2.18% | Q1 2026 | May 07, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 51,275 | 3,020 | 0.8% | 0.78% | 954 | +2,382 | 4.87% | Q1 2026 | Apr 21, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 55,822 | 3,017 | 0.48% | 0.52% | 956 | +4,986 | 9.81% | Q1 2026 | May 06, 2026 |
| Avestar Capital, LLC | History | Added to | 55,825 | 3,017 | 0.19% | 0.19% | 955 | +2,676 | 5.03% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 55,658 | 3,008 | 0.07% | 0.08% | 957 | -3,111 | -5.29% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 55,651 | 3,007 | 0.89% | 0.88% | 958 | -11 | -0.02% | Q1 2026 | Apr 22, 2026 |
| American Financial Advisors, LLC | History | Reduced | 55,623 | 3,006 | 0.4% | 0.39% | 959 | -365 | -0.65% | Q1 2026 | May 13, 2026 |
| Falcon Wealth Planning | History | Added to | 55,561 | 3,003 | 0.2% | 0.23% | 960 | +4,125 | 8.02% | Q1 2026 | Apr 20, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 55,463 | 2,997 | 0.04% | 0.04% | 961 | -2,548 | -4.39% | Q1 2026 | May 12, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 55,171 | 2,982 | 1.17% | 1.14% | 962 | +3,021 | 5.79% | Q1 2026 | May 14, 2026 |
| WELCH & FORBES LLC | History | Added to | 54,978 | 2,971 | 0.04% | 0.04% | 963 | +77 | 0.14% | Q1 2026 | May 01, 2026 |
| Brightwater Advisory LLC | History | Reduced | 54,376 | 2,939 | 1.94% | 2.1% | 964 | -3,364 | -5.83% | Q1 2026 | Apr 30, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 54,309 | 2,935 | 0.23% | 0.22% | 965 | -11 | -0.02% | Q1 2026 | Apr 22, 2026 |
| Krilogy Financial LLC | History | Added to | 49,988 | 2,909 | 0.09% | 0.09% | 966 | +4,407 | 9.67% | Q1 2026 | Apr 17, 2026 |
| Excelsior Advisor Network LLC | History | Reduced | 53,705 | 2,902 | 1.1% | 1.48% | 967 | -2,890 | -5.11% | Q1 2026 | May 15, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 53,576 | 2,895 | 1.27% | 1.28% | 968 | +1,747 | 3.37% | Q1 2026 | May 15, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 53,522 | 2,892 | 0.91% | 0.93% | 969 | -1,163 | -2.13% | Q1 2026 | May 13, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 47,476 | 2,874 | 0.06% | 0.06% | 970 | -409 | -0.85% | Q1 2026 | May 11, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 52,764 | 2,851 | 0.79% | 0.77% | 971 | -44 | -0.08% | Q1 2026 | Apr 22, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 52,418 | 2,833 | 0.15% | 0.13% | 972 | +7,712 | 17.25% | Q1 2026 | Apr 21, 2026 |
| Main Management LLC | History | Reduced | 52,243 | 2,824 | 0.21% | 0.33% | 973 | -32,235 | -38.16% | Q1 2026 | May 14, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 52,195 | 2,821 | 1.31% | 1.27% | 974 | +2,376 | 4.77% | Q1 2026 | Apr 08, 2026 |
| Evanson Asset Management, LLC | History | Added to | 52,061 | 2,813 | 0.15% | 0.15% | 975 | +337 | 0.65% | Q1 2026 | Apr 08, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 52,010 | 2,811 | 0.26% | 0.24% | 976 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 51,916 | 2,806 | 0.48% | 0.49% | 977 | -84 | -0.16% | Q1 2026 | Apr 15, 2026 |
| Avion Wealth | History | Reduced | 51,879 | 2,804 | 0.58% | 0.64% | 978 | -4,773 | -8.43% | Q1 2026 | May 01, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | Reduced | 51,778 | 2,798 | 0.68% | 0.69% | 979 | -450 | -0.86% | Q1 2026 | Apr 16, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 51,682 | 2,793 | 0.99% | 1.03% | 980 | -1,374 | -2.59% | Q1 2026 | Apr 21, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 51,390 | 2,777 | 0.01% | 0.01% | 981 | -5,220 | -9.22% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 51,306 | 2,773 | 0.12% | — | 982 | +51,306 | New | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Added to | 51,290 | 2,772 | 0.07% | 0.07% | 983 | +8,061 | 18.65% | Q1 2026 | May 14, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Reduced | 51,124 | 2,763 | 0.18% | 0.19% | 984 | -2,440 | -4.56% | Q1 2026 | Apr 22, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 50,821 | 2,746 | 0.71% | 0.77% | 985 | -701 | -1.36% | Q1 2026 | May 11, 2026 |
| MBL Wealth, LLC | History | Added to | 50,703 | 2,740 | 0.21% | 0.21% | 986 | +1,950 | 4.0% | Q1 2026 | Apr 28, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 50,538 | 2,731 | 0.5% | 0.51% | 987 | +8 | 0.02% | Q1 2026 | Apr 17, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 50,288 | 2,716 | 0.3% | 0.41% | 988 | -1,538 | -2.97% | Q1 2026 | Apr 10, 2026 |
| Junk Investment Group, LLC | History | New | 50,189 | 2,712 | 1.42% | — | 990 | +50,189 | New | Q1 2026 | May 08, 2026 |
| Life Planning Partners, Inc | History | Added to | 50,185 | 2,712 | 2.07% | 2.04% | 989 | +672 | 1.36% | Q1 2026 | Apr 28, 2026 |
| BigSur Wealth Management LLC | History | No change | 50,100 | 2,707 | 0.76% | 0.65% | 991 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CITY HOLDING CO | History | Added to | 49,753 | 2,688 | 0.34% | 0.29% | 992 | +6,390 | 14.74% | Q1 2026 | Apr 15, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 49,652 | 2,683 | 0.4% | 0.52% | 993 | -13,573 | -21.47% | Q1 2026 | May 11, 2026 |
| Red Wave Investments LLC | History | Reduced | 49,582 | 2,679 | 0.8% | 0.81% | 994 | -916 | -1.81% | Q1 2026 | May 08, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 49,571 | 2,678 | 0.09% | 0.09% | 995 | +2,018 | 4.24% | Q1 2026 | May 06, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 49,466 | 2,673 | 0.01% | 0.01% | 996 | +18,864 | 61.64% | Q1 2026 | May 08, 2026 |
| Fiduciary Wealth Partners, LLC | History | Reduced | 49,376 | 2,668 | 1.75% | 1.26% | 997 | -7,972 | -13.9% | Q1 2026 | May 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 49,304 | 2,664 | 0.19% | 0.24% | 998 | -15,854 | -24.33% | Q1 2026 | Apr 20, 2026 |
| Carter Financial Group, INC. | History | Reduced | 49,290 | 2,664 | 1.65% | 1.66% | 999 | -2,654 | -5.11% | Q1 2026 | Apr 27, 2026 |
| BSW Wealth Partners | History | Added to | 49,228 | 2,660 | 0.32% | 0.32% | 1000 | +274 | 0.56% | Q1 2026 | Apr 14, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 48,999 | 2,648 | 0.37% | 0.38% | 1001 | -1,887 | -3.71% | Q1 2026 | May 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 48,862 | 2,640 | 0.35% | 0.39% | 1002 | +1,774 | 3.77% | Q1 2026 | Apr 08, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 48,832 | 2,639 | 0.74% | 0.1% | 1003 | +42,145 | 630.25% | Q1 2026 | Apr 20, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 48,767 | 2,635 | 1.06% | 1.02% | 1004 | +541 | 1.12% | Q1 2026 | May 07, 2026 |
| Csenge Advisory Group | History | Reduced | 48,670 | 2,630 | 0.12% | 0.13% | 1005 | -3,437 | -6.6% | Q1 2026 | Apr 30, 2026 |
| Fire Capital Management LLC | History | Reduced | 48,654 | 2,629 | 1.23% | 1.73% | 1006 | -15,975 | -24.72% | Q1 2026 | May 08, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 48,407 | 2,616 | 0.9% | 0.88% | 1007 | +914 | 1.92% | Q1 2026 | Apr 23, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 47,916 | 2,589 | 0.47% | 0.44% | 1009 | +1,043 | 2.23% | Q1 2026 | May 11, 2026 |
| Asset Dedication, LLC | History | No change | 48,168 | 2,589 | 0.17% | 0.17% | 1008 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 47,824 | 2,584 | 0.47% | 0.52% | 1010 | -215 | -0.45% | Q1 2026 | Apr 30, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 47,723 | 2,578 | 0.71% | 0.71% | 1011 | +190 | 0.4% | Q1 2026 | Apr 14, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | New | 47,378 | 2,560 | 0.58% | — | 1012 | +47,378 | New | Q1 2026 | May 12, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | New | 47,293 | 2,556 | 0.38% | — | 1013 | +47,293 | New | Q1 2026 | Apr 24, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Reduced | 47,209 | 2,551 | 0.41% | 0.42% | 1014 | -3,625 | -7.13% | Q1 2026 | May 08, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 47,166 | 2,549 | 1.18% | — | 1015 | +47,166 | New | Q1 2026 | Apr 15, 2026 |
| Greenspring Advisors, LLC | History | Added to | 47,131 | 2,547 | 0.16% | 0.15% | 1016 | +586 | 1.26% | Q1 2026 | May 04, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Added to | 46,872 | 2,533 | 0.66% | 0.65% | 1017 | +50 | 0.11% | Q1 2026 | May 05, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 46,495 | 2,513 | 0.36% | 0.34% | 1018 | +3,295 | 7.63% | Q1 2026 | May 13, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 46,325 | 2,503 | 1.45% | 1.52% | 1019 | +393 | 0.86% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 46,237 | 2,499 | 0.22% | 0.21% | 1020 | +571 | 1.25% | Q1 2026 | Apr 30, 2026 |
| Green Ridge Wealth Planning LLC | History | Added to | 46,157 | 2,494 | 1.31% | 1.21% | 1021 | +2,255 | 5.14% | Q1 2026 | Apr 10, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 45,935 | 2,482 | 1.16% | 0.91% | 1022 | +12,051 | 35.57% | Q1 2026 | Apr 09, 2026 |
| Blue Trust, Inc. | History | Reduced | 45,855 | 2,478 | 0.03% | 0.03% | 1023 | -2,117 | -4.41% | Q1 2026 | Apr 20, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 45,788 | 2,474 | 0.05% | 0.05% | 1024 | -551 | -1.19% | Q1 2026 | May 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 45,734 | 2,471 | 0.13% | 0.13% | 1025 | +1,048 | 2.35% | Q1 2026 | Apr 13, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 45,531 | 2,460 | 0.97% | 0.73% | 1026 | -9,092 | -16.65% | Q1 2026 | May 06, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 45,226 | 2,444 | 0.44% | 0.41% | 1027 | +4,962 | 12.32% | Q1 2026 | May 14, 2026 |
| Verum Partners LLC | History | Added to | 45,203 | 2,443 | 0.46% | 0.47% | 1028 | +1,785 | 4.11% | Q1 2026 | Apr 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 45,168 | 2,441 | 0.11% | 0.1% | 1030 | +3,228 | 7.7% | Q1 2026 | May 12, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 45,178 | 2,441 | 0.22% | 0.21% | 1029 | +2,545 | 5.97% | Q1 2026 | Apr 22, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 45,109 | 2,427 | 0.3% | 0.24% | 1031 | +10,846 | 31.66% | Q1 2026 | Apr 07, 2026 |
| Axos Invest Inc. | History | Reduced | 44,898 | 2,426 | 1.83% | 2.47% | 1032 | -17,636 | -28.2% | Q1 2026 | May 12, 2026 |
| Ballast, Inc. | History | Added to | 44,842 | 2,423 | 0.56% | 0.56% | 1033 | +629 | 1.42% | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, LLC | History | Added to | 44,784 | 2,420 | 0.13% | 0.14% | 1034 | +1,974 | 4.61% | Q1 2026 | May 14, 2026 |
| Single Point Partners, LLC | History | Reduced | 44,751 | 2,418 | 0.48% | 0.52% | 1035 | -4,121 | -8.43% | Q1 2026 | Apr 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 44,608 | 2,411 | 0.09% | 0.08% | 1036 | +1,794 | 4.19% | Q1 2026 | Apr 28, 2026 |
| Aries Wealth Management | History | Added to | 44,556 | 2,408 | 0.53% | 0.51% | 1037 | +2,000 | 4.7% | Q1 2026 | May 14, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 44,464 | 2,403 | 0.25% | 0.2% | 1038 | +7,287 | 19.6% | Q1 2026 | May 12, 2026 |
| FIRST HORIZON CORP | History | Added to | 44,425 | 2,401 | 0.1% | 0.1% | 1039 | +1,764 | 4.13% | Q1 2026 | Apr 30, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 44,203 | 2,389 | 0.89% | 0.95% | 1040 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PlanVest Financial, Inc | History | New | 44,184 | 2,388 | 1.82% | — | 1041 | +44,184 | New | Q1 2026 | May 14, 2026 |
| Opes Wealth Management LLC | History | Reduced | 44,171 | 2,387 | 0.39% | 0.41% | 1042 | -2,105 | -4.55% | Q1 2026 | Apr 28, 2026 |
| GREENLEAF TRUST | History | Added to | 44,115 | 2,384 | 0.02% | 0.02% | 1043 | +863 | 2.0% | Q1 2026 | Apr 27, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 44,061 | 2,381 | 0.76% | 0.89% | 1044 | -1,474 | -3.24% | Q1 2026 | Apr 17, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 43,913 | 2,373 | 0.38% | 0.45% | 1045 | -1,014 | -2.26% | Q1 2026 | Apr 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 40,337 | 2,370 | 0.05% | 0.05% | 1046 | +2,156 | 5.65% | Q1 2026 | May 04, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 43,433 | 2,347 | 1.21% | 1.1% | 1047 | +1,430 | 3.4% | Q1 2026 | May 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 43,389 | 2,345 | 0.28% | 0.18% | 1048 | +17,090 | 64.98% | Q1 2026 | Apr 08, 2026 |
| Cohen Klingenstein LLC | History | No change | 43,329 | 2,341 | 0.08% | 0.07% | 1049 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Nordwand Advisors, LLC | History | Reduced | 43,301 | 2,340 | 0.41% | 0.44% | 1050 | -3,799 | -8.07% | Q1 2026 | May 07, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 43,026 | 2,325 | 1.48% | 1.4% | 1052 | +4,479 | 11.62% | Q1 2026 | Apr 27, 2026 |
| Financial Advisory Corp | History | No change | 43,028 | 2,325 | 0.32% | 0.34% | 1051 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Added to | 42,774 | 2,311 | 1.05% | 0.88% | 1053 | +3,198 | 8.08% | Q1 2026 | May 05, 2026 |
| Dakota Wealth Management | History | Reduced | 42,717 | 2,308 | 0.05% | 0.04% | 1054 | -545 | -1.26% | Q1 2026 | May 07, 2026 |
| Leo Wealth, LLC | History | Reduced | 42,713 | 2,308 | 0.17% | 0.17% | 1055 | -7 | -0.02% | Q1 2026 | May 05, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 42,644 | 2,304 | 0.45% | 0.46% | 1056 | +866 | 2.07% | Q1 2026 | May 12, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 42,583 | 2,301 | 1.54% | 1.57% | 1057 | -481 | -1.12% | Q1 2026 | Apr 29, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 42,452 | 2,294 | 0.07% | 0.09% | 1058 | -5,176 | -10.87% | Q1 2026 | May 07, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Reduced | 42,386 | 2,290 | 1.32% | 1.31% | 1059 | -302 | -0.71% | Q1 2026 | Apr 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 42,339 | 2,288 | 0.01% | 0.01% | 1060 | +276 | 0.66% | Q1 2026 | May 13, 2026 |
| Sound Stewardship, LLC | History | Reduced | 42,291 | 2,285 | 1.05% | 1.1% | 1061 | -558 | -1.3% | Q1 2026 | Apr 10, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Reduced | 42,094 | 2,275 | 1.08% | 1.17% | 1062 | -3,717 | -8.11% | Q1 2026 | Apr 15, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 43,282 | 2,271 | 0.23% | 0.17% | 1063 | +9,761 | 29.12% | Q1 2026 | May 12, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 41,984 | 2,269 | 0.45% | 0.5% | 1064 | -2,205 | -4.99% | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | History | Added to | 41,998 | 2,268 | 0.35% | 0.34% | 1065 | +2,220 | 5.58% | Q1 2026 | May 04, 2026 |
| West Financial Advisors, LLC | History | Added to | 41,861 | 2,262 | 0.38% | 0.37% | 1066 | +1,395 | 3.45% | Q1 2026 | Apr 08, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 37,936 | 2,248 | 0.15% | 0.16% | 1067 | -3,213 | -7.81% | Q1 2026 | May 12, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 41,560 | 2,246 | 0.5% | 0.58% | 1069 | -3,192 | -7.13% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | Reduced | 41,571 | 2,246 | 0.04% | 0.04% | 1068 | -737 | -1.74% | Q1 2026 | Apr 07, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 41,184 | 2,228 | 0.08% | 0.14% | 1070 | +25,234 | 158.21% | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Added to | 41,207 | 2,227 | 1.54% | 1.12% | 1071 | +1,477 | 3.72% | Q1 2026 | May 05, 2026 |
| Monument Group Wealth Advisors, LLC | History | Added to | 41,210 | 2,227 | 1.24% | 1.2% | 1072 | +288 | 0.7% | Q1 2026 | Apr 22, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 41,166 | 2,225 | 0.64% | 0.66% | 1073 | +399 | 0.98% | Q1 2026 | Apr 13, 2026 |
| Bravera Wealth | History | Added to | 41,090 | 2,220 | 1.0% | 0.99% | 1075 | +4,145 | 11.22% | Q1 2026 | Apr 22, 2026 |
| MASECO LLP | History | Added to | 41,090 | 2,220 | 0.07% | 0.09% | 1074 | +1,091 | 2.73% | Q1 2026 | Apr 21, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 40,903 | 2,210 | 0.0% | 0.0% | 1076 | +759 | 1.89% | Q1 2026 | May 13, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 40,758 | 2,202 | 0.85% | 0.66% | 1077 | +12,498 | 44.23% | Q1 2026 | Apr 22, 2026 |
| Francis Financial, Inc. | History | Reduced | 40,622 | 2,195 | 0.41% | 0.5% | 1078 | -7,442 | -15.48% | Q1 2026 | May 07, 2026 |
| Windsor Advisory Group, LLC | History | New | 40,583 | 2,193 | 1.83% | — | 1079 | +40,583 | New | Q1 2026 | May 15, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 40,548 | 2,191 | 0.21% | 0.21% | 1080 | -267 | -0.65% | Q1 2026 | Apr 29, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 40,441 | 2,185 | 0.75% | 0.78% | 1081 | +167 | 0.41% | Q1 2026 | Apr 14, 2026 |
| Climber Capital SA | History | No change | 41,435 | 2,174 | 1.42% | 1.41% | 1082 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Glaxis Capital Management, LLC | History | New | 40,000 | 2,162 | 2.7% | — | 1083 | +40,000 | New | Q1 2026 | May 11, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 39,941 | 2,158 | 0.23% | 0.25% | 1084 | -3,350 | -7.74% | Q1 2026 | May 06, 2026 |
| United Advisor Group, LLC | History | Added to | 39,737 | 2,147 | 0.26% | 0.26% | 1085 | +554 | 1.41% | Q1 2026 | Apr 17, 2026 |
| OLIO Financial Planning | History | Reduced | 39,523 | 2,136 | 0.59% | 0.61% | 1086 | -1,203 | -2.95% | Q1 2026 | Apr 14, 2026 |
| Stonebridge Capital Advisors LLC | History | New | 39,297 | 2,124 | 0.15% | — | 1087 | +39,297 | New | Q1 2026 | May 14, 2026 |
| Bluebird Wealth Management LLC | History | New | 39,253 | 2,121 | 2.17% | — | 1088 | +39,253 | New | Q1 2026 | May 08, 2026 |
| Community Bank, N.A. | History | Reduced | 39,207 | 2,118 | 0.25% | 0.25% | 1089 | -598 | -1.5% | Q1 2026 | May 12, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 39,134 | 2,115 | 0.43% | 0.37% | 1090 | -2,428 | -5.84% | Q1 2026 | Apr 22, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Reduced | 39,021 | 2,109 | 2.01% | 2.06% | 1091 | -301 | -0.77% | Q1 2026 | May 04, 2026 |
| Noble Family Wealth, LLC | History | Added to | 38,997 | 2,107 | 0.43% | 0.41% | 1092 | +2,839 | 7.85% | Q1 2026 | Apr 23, 2026 |
| Renasant Bank | History | Added to | 38,833 | 2,098 | 1.48% | 1.41% | 1093 | +189 | 0.49% | Q1 2026 | Apr 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 38,768 | 2,095 | 0.16% | 0.17% | 1094 | -1,510 | -3.75% | Q1 2026 | Apr 30, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 38,684 | 2,090 | 1.13% | 1.31% | 1095 | -5,317 | -12.08% | Q1 2026 | May 14, 2026 |
| Global Trust Wealth Management LLC | History | Added to | 38,604 | 2,086 | 1.58% | 1.39% | 1096 | +3,638 | 10.4% | Q1 2026 | Apr 14, 2026 |
| City State Bank | History | Added to | 38,584 | 2,085 | 0.54% | 0.55% | 1097 | +1,423 | 3.83% | Q1 2026 | Apr 20, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 38,521 | 2,082 | 0.05% | 0.02% | 1098 | +16,414 | 74.25% | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 38,510 | 2,081 | 0.26% | 0.31% | 1099 | -7,419 | -16.15% | Q1 2026 | Apr 27, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 38,475 | 2,079 | 0.28% | 0.29% | 1100 | -1,500 | -3.75% | Q1 2026 | May 15, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | No change | 38,391 | 2,075 | 1.08% | 1.07% | 1101 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SouthState Bank Corp | History | Added to | 38,359 | 2,073 | 0.1% | 0.07% | 1102 | +8,805 | 29.79% | Q1 2026 | May 05, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 34,868 | 2,063 | 0.26% | 0.26% | 1103 | -476 | -1.35% | Q1 2026 | Apr 20, 2026 |
| HORAN Wealth, LLC | History | Added to | 38,268 | 2,058 | 0.2% | 0.16% | 1105 | +19,134 | 100.0% | Q1 2026 | May 08, 2026 |
| Northland Capital Management LLC | History | Added to | 38,084 | 2,058 | 1.13% | 1.07% | 1104 | +2,463 | 6.91% | Q1 2026 | Apr 21, 2026 |
| North Star Investment Management Corp. | History | Reduced | 37,998 | 2,053 | 0.12% | 0.13% | 1106 | -27 | -0.07% | Q1 2026 | Apr 23, 2026 |
| Vista Cima Wealth Management LLC | History | New | 37,899 | 2,048 | 2.02% | — | 1108 | +37,899 | New | Q1 2026 | May 12, 2026 |
| Intrua Financial, LLC | History | Reduced | 37,909 | 2,048 | 0.21% | 0.22% | 1107 | -352 | -0.92% | Q1 2026 | Apr 23, 2026 |
| Lexington Hill Partners, LLC | History | Added to | 37,785 | 2,042 | 1.16% | 1.1% | 1109 | +10,535 | 38.66% | Q1 2026 | Apr 16, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 37,689 | 2,037 | 0.31% | 0.27% | 1110 | +5,410 | 16.76% | Q1 2026 | Apr 08, 2026 |
| VPR Management LLC | History | No change | 37,700 | 2,037 | 0.81% | 0.9% | 1111 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 37,681 | 2,036 | 0.21% | 0.22% | 1112 | -204 | -0.54% | Q1 2026 | May 11, 2026 |
| DAVIDSON TRUST CO | History | Added to | 37,582 | 2,031 | 0.88% | 0.81% | 1113 | +1,571 | 4.36% | Q1 2026 | Apr 20, 2026 |
| Navalign, LLC | History | Reduced | 37,579 | 2,031 | 0.51% | 0.5% | 1114 | -438 | -1.15% | Q1 2026 | Apr 29, 2026 |
| United Community Bank | History | Added to | 37,585 | 2,031 | 0.68% | 0.76% | 1115 | +12 | 0.03% | Q1 2026 | Apr 24, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Reduced | 37,566 | 2,030 | 0.43% | 0.47% | 1117 | -3,270 | -8.01% | Q1 2026 | May 04, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 37,560 | 2,030 | 0.08% | 0.09% | 1116 | -250 | -0.66% | Q1 2026 | May 12, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 37,571 | 2,030 | 0.2% | 0.19% | 1118 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 37,511 | 2,027 | 0.02% | 0.02% | 1119 | -594 | -1.56% | Q1 2026 | May 11, 2026 |
| Resolute Advisors LLC | History | Reduced | 37,500 | 2,026 | 0.84% | 0.66% | 1120 | -38 | -0.1% | Q1 2026 | May 07, 2026 |
| Hegarty Advisors, LLC | History | Reduced | 37,274 | 2,014 | 1.59% | 2.14% | 1121 | -8,509 | -18.59% | Q1 2026 | Apr 30, 2026 |
| RS CRUM INC. | History | Added to | 37,226 | 2,012 | 0.39% | 0.39% | 1122 | +800 | 2.2% | Q1 2026 | Apr 15, 2026 |
| MAYPORT, LLC | History | Added to | 37,154 | 2,008 | 0.37% | 0.27% | 1123 | +12,323 | 49.63% | Q1 2026 | Apr 21, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 37,133 | 2,007 | 1.45% | 1.53% | 1126 | -1,714 | -4.41% | Q1 2026 | May 07, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 37,139 | 2,007 | 0.05% | 0.05% | 1125 | +1,628 | 4.58% | Q1 2026 | Apr 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 37,137 | 2,007 | 0.02% | 0.03% | 1124 | -1,000 | -2.62% | Q1 2026 | May 11, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | No change | 37,150 | 2,007 | 1.18% | 1.13% | 1127 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 37,129 | 2,006 | 0.08% | 0.03% | 1128 | +32,814 | 760.46% | Q1 2026 | May 15, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 37,113 | 2,005 | 0.67% | 0.67% | 1129 | +2,984 | 8.74% | Q1 2026 | May 12, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 33,979 | 2,004 | 1.29% | 1.2% | 1130 | +1,878 | 5.85% | Q1 2026 | May 06, 2026 |
| HOURGLASS CAPITAL, LLC | History | Added to | 37,045 | 2,002 | 0.42% | 0.06% | 1131 | +32,045 | 640.9% | Q1 2026 | May 04, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 37,041 | 2,002 | 0.19% | 0.19% | 1132 | -939 | -2.47% | Q1 2026 | Apr 13, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 37,013 | 2,000 | 0.12% | 0.13% | 1133 | -26 | -0.07% | Q1 2026 | Apr 27, 2026 |
| General Partner, Inc. | History | No change | 36,998 | 1,999 | 1.22% | 1.13% | 1134 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Avant Financial Advisors LLC | History | Reduced | 36,916 | 1,995 | 1.4% | 1.44% | 1135 | -425 | -1.14% | Q1 2026 | Apr 23, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Reduced | 36,914 | 1,994 | 1.16% | 1.19% | 1136 | -280 | -0.75% | Q1 2026 | May 13, 2026 |
| Maxi Investments CY Ltd | History | New | 36,755 | 1,987 | 0.43% | — | 1137 | +36,755 | New | Q1 2026 | May 14, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 36,651 | 1,980 | 0.86% | 0.56% | 1138 | +13,267 | 56.74% | Q1 2026 | May 01, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 36,518 | 1,973 | 0.63% | 0.66% | 1139 | +424 | 1.17% | Q1 2026 | Apr 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 36,312 | 1,962 | 0.04% | 0.04% | 1140 | +6,615 | 22.27% | Q1 2026 | May 14, 2026 |
| Cooke Wealth Management, LLC | History | Added to | 36,287 | 1,961 | 1.74% | 1.76% | 1141 | +344 | 0.96% | Q1 2026 | Apr 10, 2026 |
| Global Financial Private Client, LLC | History | Added to | 36,279 | 1,960 | 0.64% | 0.66% | 1142 | +1,405 | 4.03% | Q1 2026 | Apr 20, 2026 |
| Winter & Associates, Inc. | History | Added to | 36,235 | 1,957 | 1.71% | 1.22% | 1143 | +11,645 | 47.36% | Q1 2026 | Apr 08, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 36,195 | 1,956 | 0.66% | 0.7% | 1144 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 36,170 | 1,954 | 0.32% | 0.32% | 1145 | +385 | 1.08% | Q1 2026 | Apr 21, 2026 |
| Berger Financial Group, Inc | History | Reduced | 36,136 | 1,953 | 0.11% | 0.12% | 1146 | -2,962 | -7.58% | Q1 2026 | Apr 28, 2026 |
| Jacobs Equity LLC | History | Added to | 35,650 | 1,926 | 1.72% | 1.36% | 1148 | +9,292 | 35.25% | Q1 2026 | May 14, 2026 |
| Compass Advisory Group LLC | History | Added to | 35,652 | 1,926 | 0.52% | 0.49% | 1147 | +1,738 | 5.12% | Q1 2026 | Apr 21, 2026 |
| Synergy Financial Group, LTD | History | Added to | 35,625 | 1,925 | 1.45% | 1.09% | 1149 | +6,867 | 23.88% | Q1 2026 | May 14, 2026 |
| SACHEM HILL LLC | History | Reduced | 35,496 | 1,918 | 0.37% | 0.39% | 1150 | -1,377 | -3.73% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 35,294 | 1,913 | 0.13% | 0.13% | 1151 | -647 | -1.8% | Q1 2026 | May 01, 2026 |
| BFSG, LLC | History | Reduced | 35,367 | 1,911 | 0.18% | 0.19% | 1152 | -1,832 | -4.92% | Q1 2026 | Apr 28, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 35,304 | 1,908 | 0.11% | 0.09% | 1153 | +21,218 | 150.63% | Q1 2026 | Apr 22, 2026 |
| Red Tortoise LLC | History | Reduced | 35,297 | 1,907 | 0.79% | 0.82% | 1154 | -543 | -1.52% | Q1 2026 | Apr 21, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 35,194 | 1,902 | 0.24% | 0.15% | 1155 | +11,763 | 50.2% | Q1 2026 | Apr 13, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 35,065 | 1,895 | 0.22% | 0.22% | 1156 | -664 | -1.86% | Q1 2026 | Apr 15, 2026 |
| Bakala Capital LLC | History | No change | 34,967 | 1,889 | 9.08% | 8.88% | 1157 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 34,863 | 1,884 | 1.32% | 1.45% | 1158 | -1,546 | -4.25% | Q1 2026 | May 12, 2026 |
| Revisor Wealth Management LLC | History | Added to | 34,833 | 1,882 | 0.52% | 0.45% | 1159 | +5,232 | 17.68% | Q1 2026 | Apr 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 34,739 | 1,877 | 0.06% | 0.06% | 1160 | -438 | -1.25% | Q1 2026 | May 13, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 34,676 | 1,874 | 1.24% | 1.23% | 1161 | -100 | -0.29% | Q1 2026 | May 18, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 34,596 | 1,869 | 1.07% | 1.3% | 1163 | -8,116 | -19.0% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 34,591 | 1,869 | 0.04% | 0.04% | 1164 | -2,652 | -7.12% | Q1 2026 | Apr 14, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 34,588 | 1,869 | 0.01% | 0.01% | 1162 | +2,384 | 7.4% | Q1 2026 | May 13, 2026 |
| JDM Financial Group LLC | History | Reduced | 34,563 | 1,868 | 0.72% | 0.73% | 1165 | -384 | -1.1% | Q1 2026 | May 20, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 34,048 | 1,840 | 0.34% | 0.34% | 1166 | -178 | -0.52% | Q1 2026 | May 06, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 34,040 | 1,839 | 1.21% | 1.2% | 1167 | +1,675 | 5.18% | Q1 2026 | Apr 23, 2026 |
| First Citizens Financial Corp | History | Reduced | 33,967 | 1,835 | 0.87% | 0.92% | 1168 | -767 | -2.21% | Q1 2026 | Apr 07, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 33,924 | 1,833 | 0.91% | 0.84% | 1170 | +2,892 | 9.32% | Q1 2026 | Apr 27, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 33,924 | 1,833 | 0.28% | 0.3% | 1169 | -1,794 | -5.02% | Q1 2026 | Apr 14, 2026 |
| Rockingstone Advisors LLC | History | Added to | 33,900 | 1,832 | 0.84% | 0.66% | 1171 | +6,925 | 25.67% | Q1 2026 | Apr 09, 2026 |
| GreatBanc Trust CO | History | Added to | 33,847 | 1,829 | 1.28% | 1.27% | 1172 | +223 | 0.66% | Q1 2026 | Apr 30, 2026 |
| Shepherd Street Advisors LLC | History | Added to | 33,750 | 1,824 | 1.8% | 1.51% | 1173 | +4,536 | 15.53% | Q1 2026 | Apr 21, 2026 |
| Nabity-Jensen Investment Management Inc | History | Reduced | 33,624 | 1,817 | 1.26% | 1.23% | 1174 | -49 | -0.15% | Q1 2026 | Apr 21, 2026 |
| Liberty Capital Management, Inc. | History | No change | 33,477 | 1,799 | 0.33% | 0.33% | 1175 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Infinity Wealth Counsel, LLC | History | Reduced | 33,165 | 1,792 | 1.65% | 1.63% | 1176 | -105 | -0.32% | Q1 2026 | Apr 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 33,060 | 1,787 | 0.08% | 0.07% | 1177 | +3,350 | 11.28% | Q1 2026 | May 18, 2026 |
| FINANCIAL COUNSELORS INC | History | Added to | 32,968 | 1,781 | 2.51% | 2.45% | 1178 | +130 | 0.4% | Q1 2026 | May 01, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 32,901 | 1,778 | 0.13% | 0.12% | 1179 | +2,462 | 8.09% | Q1 2026 | May 04, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 32,799 | 1,772 | 0.07% | 0.07% | 1180 | -4,604 | -12.31% | Q1 2026 | May 11, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 32,644 | 1,764 | 0.88% | 1.01% | 1181 | -1,549 | -4.53% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 32,505 | 1,756 | 0.02% | 0.02% | 1182 | +1,677 | 5.44% | Q1 2026 | May 08, 2026 |
| Orcam Financial Group | History | Added to | 32,421 | 1,752 | 1.24% | 1.28% | 1183 | +734 | 2.32% | Q1 2026 | May 12, 2026 |
| Coyle Financial Counsel LLC | History | Reduced | 32,401 | 1,751 | 0.37% | 0.38% | 1184 | -657 | -1.99% | Q1 2026 | May 12, 2026 |
| ARWA LLC | History | Added to | 30,960 | 1,747 | 0.87% | 0.64% | 1185 | +10,713 | 52.91% | Q1 2026 | Apr 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 32,160 | 1,741 | 0.09% | 0.07% | 1186 | +4,990 | 18.37% | Q1 2026 | May 12, 2026 |
| Rossmore Private Capital | History | Reduced | 32,195 | 1,740 | 0.15% | 0.16% | 1187 | -456 | -1.4% | Q1 2026 | May 01, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Reduced | 32,062 | 1,732 | 1.04% | 1.0% | 1188 | -853 | -2.59% | Q1 2026 | May 01, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 32,055 | 1,732 | 0.93% | 0.88% | 1189 | +769 | 2.46% | Q1 2026 | May 14, 2026 |
| Holistic Financial Partners | History | Reduced | 31,907 | 1,724 | 0.64% | 0.64% | 1190 | -1,100 | -3.33% | Q1 2026 | May 05, 2026 |
| Tempo Wealth, LLC | History | Added to | 31,857 | 1,721 | 0.3% | 0.17% | 1191 | +14,490 | 83.43% | Q1 2026 | May 14, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Added to | 31,820 | 1,719 | 0.8% | 0.8% | 1192 | +400 | 1.27% | Q1 2026 | Apr 22, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 31,785 | 1,717 | 0.2% | 0.18% | 1193 | +1,465 | 4.83% | Q1 2026 | May 11, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 31,756 | 1,716 | 1.29% | 1.37% | 1195 | +290 | 0.92% | Q1 2026 | Apr 21, 2026 |
| Clarius Group, LLC | History | No change | 31,934 | 1,716 | 0.1% | 0.1% | 1194 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| One Day In July LLC | History | Added to | 31,656 | 1,711 | 0.14% | 0.13% | 1197 | +2,146 | 7.27% | Q1 2026 | May 05, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Reduced | 31,661 | 1,711 | 1.29% | 1.34% | 1198 | -1,121 | -3.42% | Q1 2026 | Apr 16, 2026 |
| Financial Insights, Inc. | History | Reduced | 31,671 | 1,711 | 0.55% | 0.57% | 1196 | -230 | -0.72% | Q1 2026 | May 18, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 31,617 | 1,708 | 1.46% | 1.43% | 1199 | +1,664 | 5.56% | Q1 2026 | Apr 27, 2026 |
| INNEALTA CAPITAL, LLC | History | Reduced | 31,541 | 1,704 | 1.06% | 1.19% | 1200 | -9,496 | -23.14% | Q1 2026 | May 04, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 31,521 | 1,703 | 0.27% | 0.31% | 1201 | -5,715 | -15.35% | Q1 2026 | Apr 13, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 31,429 | 1,698 | 0.88% | 1.02% | 1202 | +1,840 | 6.22% | Q1 2026 | Apr 30, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 31,368 | 1,695 | 0.05% | 0.03% | 1203 | +11,590 | 58.6% | Q1 2026 | Apr 24, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 31,516 | 1,694 | 0.51% | 0.51% | 1204 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 31,267 | 1,689 | 0.62% | 0.59% | 1205 | +606 | 1.98% | Q1 2026 | May 08, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 31,232 | 1,688 | 0.01% | 0.01% | 1206 | -647 | -2.03% | Q1 2026 | May 07, 2026 |
| Roth Financial Partners LLC | History | Reduced | 31,162 | 1,684 | 0.57% | 0.64% | 1207 | -5,215 | -14.34% | Q1 2026 | Apr 21, 2026 |
| Global Assets Advisory, LLC | History | Added to | 31,096 | 1,680 | 0.48% | 0.42% | 1209 | +3,949 | 14.55% | Q1 2026 | May 01, 2026 |
| Severin Investments, LLC | History | Added to | 31,096 | 1,680 | 1.44% | 1.37% | 1208 | +2,174 | 7.52% | Q1 2026 | Apr 24, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 31,005 | 1,675 | 0.01% | 0.02% | 1210 | -5,180 | -14.32% | Q1 2026 | May 01, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 30,980 | 1,674 | 0.19% | 0.16% | 1211 | +3,331 | 12.05% | Q1 2026 | Apr 24, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 30,885 | 1,669 | 0.18% | 0.15% | 1212 | +6,275 | 25.5% | Q1 2026 | May 11, 2026 |
| C2C Wealth Management, LLC | History | Reduced | 30,877 | 1,668 | 1.41% | 1.42% | 1213 | -506 | -1.61% | Q1 2026 | Apr 20, 2026 |
| Gridiron Partners, LLC | History | Reduced | 30,866 | 1,668 | 1.02% | 0.95% | 1214 | -305 | -0.98% | Q1 2026 | Apr 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 30,725 | 1,667 | 0.0% | 0.0% | 1215 | +2,149 | 7.52% | Q1 2026 | May 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 30,809 | 1,665 | 0.22% | 0.23% | 1216 | +596 | 1.97% | Q1 2026 | Apr 13, 2026 |
| Lord & Richards Wealth Management, LLC | History | Added to | 30,762 | 1,662 | 1.46% | 1.39% | 1218 | +744 | 2.48% | Q1 2026 | Apr 20, 2026 |
| GAM Holding AG | History | No change | 31,000 | 1,662 | 0.11% | 0.11% | 1217 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 30,730 | 1,660 | 0.27% | 0.27% | 1219 | -730 | -2.32% | Q1 2026 | Apr 22, 2026 |
| FCA CORP /TX | History | Added to | 30,708 | 1,659 | 0.47% | 0.46% | 1220 | +369 | 1.22% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Added to | 30,688 | 1,658 | 0.05% | 0.06% | 1221 | +6,053 | 24.57% | Q1 2026 | Apr 29, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 30,631 | 1,655 | 0.09% | — | 1223 | +30,631 | New | Q1 2026 | Apr 16, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 30,623 | 1,655 | 0.47% | 0.32% | 1222 | +10,132 | 49.45% | Q1 2026 | May 14, 2026 |
| May Hill Capital, LLC | History | Reduced | 30,611 | 1,654 | 0.42% | 0.45% | 1224 | -444 | -1.43% | Q1 2026 | May 06, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 30,577 | 1,652 | 0.25% | 0.26% | 1225 | -235 | -0.76% | Q1 2026 | Apr 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 30,514 | 1,649 | 0.04% | 0.04% | 1226 | -1,837 | -5.68% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 30,379 | 1,641 | 0.06% | 0.07% | 1227 | -4,397 | -12.64% | Q1 2026 | Apr 20, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 30,356 | 1,640 | 0.18% | 0.18% | 1228 | -9 | -0.03% | Q1 2026 | May 04, 2026 |
| Moors & Cabot, Inc. | History | Added to | 30,252 | 1,635 | 0.07% | 0.06% | 1229 | +6,041 | 24.95% | Q1 2026 | May 08, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 30,210 | 1,632 | 0.15% | 0.16% | 1230 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 30,177 | 1,631 | 0.17% | 0.15% | 1231 | +8,886 | 41.74% | Q1 2026 | Apr 23, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 30,101 | 1,626 | 1.25% | 1.39% | 1232 | -4,807 | -13.77% | Q1 2026 | Apr 20, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 30,027 | 1,622 | 0.23% | 0.24% | 1233 | -1,846 | -5.79% | Q1 2026 | Apr 15, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 29,965 | 1,618 | 0.95% | 0.95% | 1234 | +773 | 2.65% | Q1 2026 | Apr 08, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 29,869 | 1,614 | 1.01% | 1.05% | 1235 | -1,714 | -5.43% | Q1 2026 | Apr 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 28,566 | 1,612 | 0.09% | 0.09% | 1236 | -52 | -0.18% | Q1 2026 | Apr 17, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 29,768 | 1,608 | 0.33% | 0.33% | 1237 | +496 | 1.69% | Q1 2026 | Apr 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 29,700 | 1,605 | 0.0% | 0.01% | 1238 | -1,207,617 | -97.6% | Q1 2026 | May 12, 2026 |
| Argent Advisors, Inc. | History | Added to | 29,683 | 1,604 | 0.44% | 0.08% | 1239 | +24,039 | 425.92% | Q1 2026 | Apr 24, 2026 |
| Stokes Family Office, LLC | History | Reduced | 29,616 | 1,600 | 0.17% | 0.18% | 1240 | -6,409 | -17.79% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 29,589 | 1,599 | 0.07% | 0.08% | 1241 | -292 | -0.98% | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | Added to | 29,514 | 1,595 | 0.04% | 0.03% | 1242 | +3,204 | 12.18% | Q1 2026 | May 15, 2026 |
| ESL Trust Services, LLC | History | Added to | 29,496 | 1,594 | 0.3% | 0.28% | 1243 | +1,930 | 7.0% | Q1 2026 | May 07, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | Added to | 29,386 | 1,588 | 0.31% | 0.27% | 1244 | +1,273 | 4.53% | Q1 2026 | Apr 30, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 29,348 | 1,586 | 0.76% | 0.49% | 1245 | +9,868 | 50.66% | Q1 2026 | Apr 15, 2026 |
| Occidental Asset Management, LLC | History | Added to | 29,276 | 1,582 | 0.19% | 0.11% | 1246 | +11,547 | 65.13% | Q1 2026 | Apr 15, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 29,249 | 1,580 | 1.55% | 1.49% | 1247 | -42 | -0.14% | Q1 2026 | May 06, 2026 |
| JT Stratford LLC | History | Added to | 29,207 | 1,578 | 0.2% | 0.18% | 1248 | +2,962 | 11.29% | Q1 2026 | May 15, 2026 |
| Friday Financial | History | Reduced | 29,114 | 1,573 | 0.54% | 0.56% | 1249 | -214 | -0.73% | Q1 2026 | Apr 16, 2026 |
| Mechanics Financial Corp | History | Reduced | 29,037 | 1,569 | 0.66% | 0.6% | 1251 | -1,036 | -3.44% | Q1 2026 | May 06, 2026 |
| WealthShield Partners, LLC | History | Added to | 29,043 | 1,569 | 0.17% | 0.17% | 1250 | +538 | 1.89% | Q1 2026 | May 01, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 25,850 | 1,560 | 0.56% | 0.58% | 1252 | -148 | -0.57% | Q1 2026 | May 08, 2026 |
| PEOPLES BANK /OH | History | New | 28,825 | 1,557 | 0.96% | — | 1253 | +28,825 | New | Q1 2026 | Apr 24, 2026 |
| Sovereign Investment Advisors, LLC | History | No change | 28,670 | 1,549 | 0.33% | 0.39% | 1254 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 28,613 | 1,546 | 0.52% | 0.54% | 1255 | +27 | 0.09% | Q1 2026 | Apr 30, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 28,480 | 1,539 | 0.66% | 0.68% | 1256 | +227 | 0.8% | Q1 2026 | Apr 29, 2026 |
| Palatine Hill Wealth Management, LLC | History | Reduced | 28,459 | 1,538 | 1.34% | 1.25% | 1257 | -377 | -1.31% | Q1 2026 | May 08, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 28,438 | 1,537 | 0.13% | — | 1258 | +28,438 | New | Q1 2026 | May 06, 2026 |
| Winthrop Partners - WNY, LLC | History | Added to | 28,423 | 1,536 | 0.82% | 0.82% | 1259 | +146 | 0.52% | Q1 2026 | May 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 28,401 | 1,535 | 0.04% | 0.02% | 1261 | +21,466 | 309.53% | Q1 2026 | Apr 27, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 28,402 | 1,535 | 0.14% | 0.14% | 1260 | -11 | -0.04% | Q1 2026 | May 04, 2026 |
| Park Edge Advisors, LLC | History | Added to | 28,380 | 1,533 | 0.35% | 0.24% | 1262 | +8,543 | 43.07% | Q1 2026 | Apr 20, 2026 |
| United Financial Planning Group LLC | History | Reduced | 28,297 | 1,529 | 0.9% | 0.97% | 1264 | -1,397 | -4.7% | Q1 2026 | May 08, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 31,961 | 1,529 | 0.14% | 0.14% | 1263 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 28,100 | 1,518 | 0.02% | 0.02% | 1265 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Allen Capital Group, LLC | History | No change | 28,240 | 1,518 | 0.14% | 0.14% | 1266 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Old Peak Finance LLC | History | No change | 28,055 | 1,516 | 0.89% | 0.93% | 1267 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AWM CAPITAL, LLC | History | New | 27,903 | 1,508 | 0.14% | — | 1268 | +27,903 | New | Q1 2026 | May 12, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 27,889 | 1,507 | 0.34% | 0.36% | 1269 | -325 | -1.15% | Q1 2026 | Apr 21, 2026 |
| Elgethun Capital Management | History | Reduced | 27,853 | 1,505 | 0.25% | 0.26% | 1270 | -130 | -0.46% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 27,814 | 1,503 | 0.02% | 0.02% | 1271 | +2,883 | 11.56% | Q1 2026 | May 01, 2026 |
| MidFirst Bank | History | Reduced | 27,816 | 1,503 | 0.12% | 0.12% | 1272 | -671 | -2.36% | Q1 2026 | May 15, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 27,799 | 1,502 | 0.15% | 0.14% | 1273 | +250 | 0.91% | Q1 2026 | May 15, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 27,763 | 1,500 | 0.31% | 0.33% | 1276 | -299 | -1.07% | Q1 2026 | May 12, 2026 |
| Continuum Advisory, LLC | History | Reduced | 27,769 | 1,500 | 0.14% | 0.15% | 1275 | -199 | -0.71% | Q1 2026 | Apr 22, 2026 |
| Keel Point, LLC | History | No change | 27,918 | 1,500 | 0.09% | 0.09% | 1274 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 27,707 | 1,497 | 0.11% | 0.11% | 1277 | -149 | -0.53% | Q1 2026 | Apr 29, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 27,557 | 1,489 | 0.52% | 0.5% | 1278 | +350 | 1.29% | Q1 2026 | Apr 21, 2026 |
| SWMG, LLC | History | Reduced | 27,484 | 1,485 | 0.42% | 0.46% | 1279 | -1,678 | -5.75% | Q1 2026 | Apr 24, 2026 |
| Choate Investment Advisors | History | Added to | 27,399 | 1,480 | 0.03% | 0.01% | 1280 | +15,001 | 121.0% | Q1 2026 | May 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 27,392 | 1,480 | 0.02% | 0.02% | 1281 | +818 | 3.08% | Q1 2026 | May 05, 2026 |
| BCS Wealth Management | History | Reduced | 27,359 | 1,478 | 0.3% | 0.28% | 1282 | -23,607 | -46.32% | Q1 2026 | Apr 17, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 27,336 | 1,477 | 0.09% | 0.09% | 1283 | -2,000 | -6.82% | Q1 2026 | Apr 30, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 27,160 | 1,467 | 0.14% | 0.14% | 1284 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SELDON CAPITAL LP | History | No change | 27,148 | 1,467 | 0.54% | 0.51% | 1285 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 27,034 | 1,461 | 0.13% | 0.14% | 1286 | +137 | 0.51% | Q1 2026 | Apr 23, 2026 |
| Vernal Point Advisors, LLC | History | No change | 27,023 | 1,460 | 0.59% | 0.6% | 1287 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 26,955 | 1,456 | 0.62% | 0.62% | 1289 | -220 | -0.81% | Q1 2026 | Apr 15, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 26,951 | 1,456 | 0.16% | 0.16% | 1288 | -72 | -0.27% | Q1 2026 | May 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 26,915 | 1,454 | 0.11% | 0.11% | 1291 | -4,538 | -14.43% | Q1 2026 | Apr 16, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 26,911 | 1,454 | 0.44% | 0.42% | 1290 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 26,738 | 1,445 | 0.67% | 0.63% | 1292 | +1,755 | 7.02% | Q1 2026 | May 14, 2026 |
| Viewpoint Capital Management LLC | History | Added to | 26,741 | 1,445 | 0.68% | 0.62% | 1293 | +6 | 0.02% | Q1 2026 | Apr 17, 2026 |
| SP Asset Management LLC | History | No change | 26,753 | 1,445 | 0.13% | 0.11% | 1294 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 26,718 | 1,444 | 0.13% | 0.11% | 1295 | +9,145 | 52.04% | Q1 2026 | May 12, 2026 |
| OneAscent Financial Services LLC | History | Added to | 26,701 | 1,443 | 0.08% | 0.11% | 1296 | +4,028 | 17.77% | Q1 2026 | Apr 21, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 26,659 | 1,440 | 0.38% | 0.4% | 1297 | -727 | -2.65% | Q1 2026 | Apr 20, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 26,589 | 1,437 | 0.17% | 0.16% | 1298 | +2,266 | 9.32% | Q1 2026 | Apr 23, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 26,520 | 1,433 | 0.31% | 0.29% | 1299 | -2,575 | -8.85% | Q1 2026 | Apr 30, 2026 |
| Certified Advisory Corp | History | Reduced | 26,518 | 1,433 | 0.13% | 0.14% | 1300 | -1,050 | -3.81% | Q1 2026 | Apr 17, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 26,518 | 1,433 | 0.05% | 0.04% | 1301 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SAXON INTERESTS, INC. | History | New | 26,505 | 1,432 | 0.49% | — | 1304 | +26,505 | New | Q1 2026 | Apr 29, 2026 |
| Plan Group Financial, LLC | History | Reduced | 26,506 | 1,432 | 0.34% | 0.61% | 1303 | -17,395 | -39.62% | Q1 2026 | Apr 13, 2026 |
| Inscription Capital, LLC | History | Added to | 26,497 | 1,432 | 0.15% | 0.1% | 1302 | +8,790 | 49.64% | Q1 2026 | Apr 20, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 26,442 | 1,429 | 0.93% | 0.95% | 1305 | -1,326 | -4.78% | Q1 2026 | May 11, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 26,357 | 1,424 | 0.0% | 0.0% | 1306 | -3,500 | -11.72% | Q1 2026 | May 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 26,312 | 1,422 | 0.01% | 0.01% | 1307 | +9,434 | 55.9% | Q1 2026 | Apr 27, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 26,427 | 1,420 | 0.11% | 0.11% | 1308 | +28 | 0.11% | Q1 2026 | Apr 15, 2026 |
| Smart Portfolios, LLC | History | Added to | 26,208 | 1,416 | 1.41% | 1.39% | 1309 | +230 | 0.89% | Q1 2026 | May 01, 2026 |
| ORG Partners LLC | History | No change | 26,295 | 1,413 | 0.25% | 0.25% | 1310 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 26,108 | 1,411 | 0.21% | 0.23% | 1311 | -2,737 | -9.49% | Q1 2026 | Apr 21, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 26,097 | 1,410 | 0.07% | 0.07% | 1312 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DV Trading LLC | History | Added to | 26,000 | 1,405 | 0.03% | 0.02% | 1313 | +14,400 | 124.14% | Q1 2026 | May 15, 2026 |
| Lebenthal Global Advisors, LLC | History | New | 25,966 | 1,403 | 0.2% | — | 1314 | +25,966 | New | Q1 2026 | May 14, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 25,904 | 1,400 | 0.13% | 0.12% | 1315 | +1,834 | 7.62% | Q1 2026 | May 11, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 25,901 | 1,399 | 0.83% | 0.74% | 1316 | +19,961 | 336.04% | Q1 2026 | Apr 16, 2026 |
| LPWM LLC | History | Reduced | 25,777 | 1,393 | 0.35% | 3.29% | 1317 | -217,127 | -89.39% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 25,773 | 1,393 | 1.28% | 1.2% | 1318 | +2,001 | 8.42% | Q1 2026 | May 08, 2026 |
| Capital Asset Managemnet, LLC | History | Reduced | 25,757 | 1,392 | 1.57% | 1.69% | 1319 | -2,658 | -9.35% | Q1 2026 | Apr 14, 2026 |
| Walleye Trading LLC | History | Added to | 25,725 | 1,390 | 0.0% | 0.0% | 1320 | +2,199 | 9.35% | Q1 2026 | May 08, 2026 |
| NOVEM GROUP | History | Added to | 25,570 | 1,382 | 0.16% | 0.16% | 1321 | +49 | 0.19% | Q1 2026 | Apr 10, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 25,564 | 1,381 | 0.55% | 0.2% | 1322 | +16,260 | 174.76% | Q1 2026 | Apr 29, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 25,488 | 1,377 | 0.11% | 0.1% | 1323 | -19 | -0.07% | Q1 2026 | Apr 24, 2026 |
| FC Advisory LLC | History | Reduced | 25,465 | 1,376 | 0.4% | 0.42% | 1324 | -1,893 | -6.92% | Q1 2026 | Apr 14, 2026 |
| Greenfield Savings Bank | History | Added to | 25,405 | 1,373 | 0.59% | 0.49% | 1326 | +3,567 | 16.33% | Q1 2026 | Apr 16, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 25,420 | 1,373 | 0.39% | 0.42% | 1325 | -2,944 | -10.38% | Q1 2026 | Apr 10, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 25,389 | 1,372 | 0.36% | 0.38% | 1327 | -509 | -1.97% | Q1 2026 | Apr 21, 2026 |
| Aspen Investment Management Inc | History | Added to | 25,369 | 1,371 | 0.42% | 0.37% | 1328 | +2,241 | 9.69% | Q1 2026 | Apr 15, 2026 |
| Asset Management Group, Inc. | History | Reduced | 25,310 | 1,367 | 0.22% | 0.23% | 1329 | -731 | -2.81% | Q1 2026 | May 15, 2026 |
| Sunesis Advisors, LLC | History | Reduced | 25,195 | 1,361 | 0.62% | 0.61% | 1330 | -25 | -0.1% | Q1 2026 | May 14, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 25,140 | 1,358 | 1.16% | 1.05% | 1331 | +2,210 | 9.64% | Q1 2026 | May 05, 2026 |
| Busey Bank | History | Added to | 25,082 | 1,355 | 0.04% | 0.03% | 1332 | +1,764 | 7.56% | Q1 2026 | Apr 28, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 25,027 | 1,352 | 0.03% | 0.03% | 1333 | +120 | 0.48% | Q1 2026 | Apr 17, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 24,922 | 1,347 | 0.09% | 0.09% | 1334 | -2,557 | -9.31% | Q1 2026 | May 06, 2026 |
| Financially in Tune, LLC | History | Added to | 24,874 | 1,344 | 1.16% | 1.19% | 1335 | +1,134 | 4.78% | Q1 2026 | Apr 22, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 24,881 | 1,337 | 0.06% | 0.07% | 1336 | -1,015 | -3.92% | Q1 2026 | Apr 08, 2026 |
| NBT BANK N A /NY | History | Reduced | 24,688 | 1,334 | 0.09% | 0.09% | 1337 | -1,103 | -4.28% | Q1 2026 | Apr 28, 2026 |
| My Personal CFO, LLC | History | Added to | 24,647 | 1,332 | 0.58% | 0.55% | 1338 | +43 | 0.17% | Q1 2026 | Apr 21, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 24,582 | 1,328 | 0.11% | 0.11% | 1339 | -84 | -0.34% | Q1 2026 | May 06, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 24,559 | 1,327 | 0.39% | 0.39% | 1340 | +69 | 0.28% | Q1 2026 | Apr 30, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 24,536 | 1,326 | 0.14% | 0.14% | 1341 | +83 | 0.34% | Q1 2026 | Apr 22, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 24,514 | 1,324 | 0.77% | 0.75% | 1342 | +917 | 3.89% | Q1 2026 | May 13, 2026 |
| Autumn Glory Partners, LLC | History | Reduced | 24,481 | 1,323 | 0.49% | 0.46% | 1343 | -90 | -0.37% | Q1 2026 | May 04, 2026 |
| LongView Wealth Management | History | Added to | 22,817 | 1,322 | 0.33% | 0.3% | 1344 | +694 | 3.14% | Q1 2026 | Apr 15, 2026 |
| Black Diamond Financial, LLC | History | Added to | 24,435 | 1,320 | 0.14% | 0.14% | 1345 | +333 | 1.38% | Q1 2026 | May 05, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 24,370 | 1,317 | 0.85% | 0.91% | 1346 | +456 | 1.91% | Q1 2026 | Apr 23, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 24,353 | 1,316 | 0.37% | 0.37% | 1347 | +1,818 | 8.07% | Q1 2026 | Apr 24, 2026 |
| Exchange Bank | History | Added to | 24,177 | 1,306 | 0.91% | 0.34% | 1348 | +15,124 | 167.06% | Q1 2026 | Apr 08, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 24,076 | 1,301 | 0.77% | 0.66% | 1349 | +5,482 | 29.48% | Q1 2026 | May 12, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 24,001 | 1,297 | 1.16% | 1.45% | 1350 | +5,794 | 31.82% | Q1 2026 | May 11, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 24,126 | 1,297 | 0.12% | 0.12% | 1351 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 24,575 | 1,295 | 0.34% | 0.38% | 1352 | -717 | -2.83% | Q1 2026 | May 06, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 23,939 | 1,293 | 0.04% | 0.04% | 1353 | +895 | 3.88% | Q1 2026 | May 15, 2026 |
| Stembrook Asset Management, LLC | History | Added to | 23,875 | 1,290 | 1.26% | 1.21% | 1354 | +99 | 0.42% | Q1 2026 | May 13, 2026 |
| Trust Point Inc. | History | Reduced | 23,809 | 1,286 | 0.11% | 0.33% | 1356 | -55,061 | -69.81% | Q1 2026 | Apr 15, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | No change | 23,800 | 1,286 | 0.17% | 0.17% | 1355 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Chemistry Wealth Management LLC | History | No change | 23,799 | 1,286 | 0.23% | 0.24% | 1357 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 23,786 | 1,285 | 0.09% | 0.04% | 1358 | +17,883 | 302.95% | Q1 2026 | May 15, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 23,714 | 1,281 | 0.29% | 0.28% | 1359 | +778 | 3.39% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 23,803 | 1,279 | 0.04% | 0.04% | 1360 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 23,646 | 1,278 | 0.09% | 0.07% | 1361 | +3,960 | 20.12% | Q1 2026 | May 21, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 23,617 | 1,276 | 0.5% | 0.49% | 1362 | +973 | 4.3% | Q1 2026 | May 11, 2026 |
| F&V Capital Management, LLC | History | Added to | 23,585 | 1,275 | 0.27% | 0.26% | 1363 | +652 | 2.84% | Q1 2026 | Apr 27, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 23,589 | 1,274 | 0.35% | 0.35% | 1364 | -170 | -0.72% | Q1 2026 | May 08, 2026 |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | History | Reduced | 23,500 | 1,270 | 0.67% | 0.62% | 1365 | -4,300 | -15.47% | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 23,497 | 1,270 | 0.03% | 0.03% | 1366 | -234 | -0.99% | Q1 2026 | May 14, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 23,489 | 1,269 | 0.89% | 0.9% | 1367 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| McHugh Group, LLC | History | Added to | 23,269 | 1,257 | 0.74% | 0.47% | 1368 | +8,050 | 52.89% | Q1 2026 | Apr 17, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | No change | 23,255 | 1,256 | 0.85% | 0.82% | 1369 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 23,234 | 1,255 | 0.29% | 3.31% | 1370 | -243,044 | -91.27% | Q1 2026 | Apr 17, 2026 |
| Tufton Capital Management | History | Added to | 23,088 | 1,247 | 0.23% | 0.19% | 1371 | +2,430 | 11.76% | Q1 2026 | May 12, 2026 |
| Altura Wealth Advisors Inc. | History | Reduced | 23,059 | 1,246 | 0.54% | 1.12% | 1372 | -25,159 | -52.18% | Q1 2026 | May 12, 2026 |
| BARINGS LLC | History | No change | 22,940 | 1,239 | 0.02% | 0.02% | 1373 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Boston Trust Walden Corp | History | Reduced | 22,889 | 1,237 | 0.01% | 0.06% | 1374 | -130,080 | -85.04% | Q1 2026 | Apr 24, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 22,836 | 1,234 | 0.42% | 0.3% | 1375 | +8,781 | 62.48% | Q1 2026 | May 14, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Reduced | 22,795 | 1,232 | 0.22% | 0.27% | 1376 | -190 | -0.83% | Q1 2026 | Apr 28, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 22,758 | 1,230 | 0.22% | 0.23% | 1377 | -1,130 | -4.73% | Q1 2026 | May 15, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 22,687 | 1,226 | 0.09% | 0.08% | 1378 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Colter Lewis Investment Partners LLC | History | Added to | 22,660 | 1,224 | 1.15% | 0.49% | 1379 | +14,822 | 189.1% | Q1 2026 | May 15, 2026 |
| Topor & Co. Korea | History | Added to | 22,651 | 1,224 | 1.04% | 0.63% | 1380 | +6,986 | 44.6% | Q1 2026 | Apr 27, 2026 |
| Finley Financial, LLC | History | No change | 22,645 | 1,223 | 0.57% | 0.56% | 1381 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Neuberger Berman Group LLC | History | Added to | 22,485 | 1,215 | 0.0% | 0.0% | 1382 | +2,231 | 11.02% | Q1 2026 | May 14, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 22,495 | 1,215 | 0.34% | 0.35% | 1383 | -212 | -0.93% | Q1 2026 | May 01, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 22,469 | 1,214 | 0.04% | 0.04% | 1384 | -1,381 | -5.79% | Q1 2026 | Apr 06, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 22,413 | 1,211 | 0.22% | 0.26% | 1385 | -4,156 | -15.64% | Q1 2026 | Apr 27, 2026 |
| Sequent Planning LLC | History | Added to | 22,387 | 1,210 | 0.29% | 0.23% | 1386 | +5,865 | 35.5% | Q1 2026 | Apr 21, 2026 |
| Financial Management Professionals, Inc. | History | No change | 22,373 | 1,209 | 0.14% | 0.12% | 1387 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 22,330 | 1,206 | 0.07% | 0.08% | 1388 | -2,556 | -10.27% | Q1 2026 | Apr 30, 2026 |
| Legacy Bridge, LLC | History | Added to | 22,196 | 1,199 | 0.46% | 0.42% | 1389 | +3,039 | 15.86% | Q1 2026 | May 14, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 22,080 | 1,193 | 0.06% | 0.07% | 1390 | +68 | 0.31% | Q1 2026 | May 06, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 22,007 | 1,189 | 0.08% | 0.08% | 1391 | +173 | 0.79% | Q1 2026 | May 06, 2026 |
| Hickory Point Bank & Trust | History | Reduced | 21,994 | 1,188 | 0.78% | 0.86% | 1392 | -165 | -0.74% | Q1 2026 | Apr 03, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | New | 21,977 | 1,187 | 0.3% | — | 1393 | +21,977 | New | Q1 2026 | Apr 29, 2026 |
| Balentine LLC | History | Reduced | 21,960 | 1,186 | 0.05% | 0.05% | 1394 | -660 | -2.92% | Q1 2026 | Apr 24, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 21,884 | 1,182 | 1.03% | 3.31% | 1396 | -49,519 | -69.35% | Q1 2026 | May 07, 2026 |
| Hamilton Wealth, LLC | History | Added to | 21,882 | 1,182 | 0.08% | 0.07% | 1395 | +14,588 | 200.0% | Q1 2026 | May 18, 2026 |
| J2 Capital Management Inc | History | Added to | 21,865 | 1,181 | 0.81% | 0.76% | 1397 | +2,353 | 12.06% | Q1 2026 | Apr 21, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 21,834 | 1,180 | 0.28% | 0.15% | 1398 | +13,163 | 151.8% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Added to | 21,844 | 1,180 | 0.05% | 0.04% | 1399 | +3,173 | 16.99% | Q1 2026 | Apr 21, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 21,766 | 1,176 | 0.28% | 0.28% | 1400 | +26 | 0.12% | Q1 2026 | Apr 28, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 21,532 | 1,163 | 0.46% | 0.45% | 1401 | -837 | -3.74% | Q1 2026 | Apr 07, 2026 |
| Goldstone Financial Group, LLC | History | New | 21,442 | 1,158 | 0.13% | — | 1403 | +21,442 | New | Q1 2026 | Apr 24, 2026 |
| Twin Tree Management, LP | History | New | 21,439 | 1,158 | 0.02% | — | 1402 | +21,439 | New | Q1 2026 | May 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 21,416 | 1,157 | 0.16% | 0.12% | 1404 | +7,807 | 57.37% | Q1 2026 | May 08, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 21,319 | 1,152 | 0.0% | 0.0% | 1405 | -4,474 | -17.35% | Q1 2026 | May 05, 2026 |
| CWC Advisors, LLC. | History | Added to | 21,314 | 1,152 | 0.55% | 0.53% | 1406 | +735 | 3.57% | Q1 2026 | Apr 16, 2026 |
| First American Bank | History | Reduced | 21,295 | 1,150 | 0.07% | 0.07% | 1407 | -486 | -2.23% | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | Added to | 21,249 | 1,148 | 0.04% | 0.03% | 1408 | +8,342 | 64.63% | Q1 2026 | May 19, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 21,225 | 1,147 | 0.23% | 0.23% | 1410 | +655 | 3.18% | Q1 2026 | Apr 20, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 21,341 | 1,147 | 0.22% | 0.22% | 1409 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 21,164 | 1,143 | 0.29% | 0.25% | 1411 | +3,441 | 19.42% | Q1 2026 | Apr 17, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 21,123 | 1,141 | 0.03% | 0.03% | 1412 | +2,736 | 14.88% | Q1 2026 | May 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 19,363 | 1,141 | 0.09% | 0.08% | 1413 | +2,247 | 13.13% | Q1 2026 | May 01, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 21,092 | 1,140 | 0.02% | 0.03% | 1414 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Trace Wealth Advisors, LLC | History | Reduced | 21,070 | 1,138 | 0.85% | 0.85% | 1415 | -745 | -3.42% | Q1 2026 | May 13, 2026 |
| DGS Capital Management, LLC | History | Added to | 21,014 | 1,135 | 0.19% | 0.15% | 1416 | +5,109 | 32.12% | Q1 2026 | Apr 28, 2026 |
| SEEDS INVESTOR LLC | History | New | 19,536 | 1,132 | 0.15% | — | 1417 | +19,536 | New | Q1 2026 | May 11, 2026 |
| StoneX Group Inc. | History | Reduced | 20,932 | 1,131 | 0.06% | 0.08% | 1418 | -11,499 | -35.46% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 20,925 | 1,130 | 0.0% | 0.0% | 1419 | +1,525 | 7.86% | Q1 2026 | Apr 30, 2026 |
| Stablepoint Partners, LLC | History | Added to | 20,830 | 1,125 | 0.17% | 0.17% | 1420 | +390 | 1.91% | Q1 2026 | Apr 30, 2026 |
| Palisade Asset Management, LLC | History | Added to | 20,693 | 1,118 | 0.11% | 0.11% | 1421 | +154 | 0.75% | Q1 2026 | Apr 14, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 20,592 | 1,112 | 0.24% | 0.24% | 1422 | -13 | -0.06% | Q1 2026 | Apr 10, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 20,547 | 1,110 | 0.29% | 0.18% | 1423 | +7,119 | 53.02% | Q1 2026 | Apr 08, 2026 |
| Bison Wealth, LLC | History | Added to | 18,521 | 1,110 | 0.11% | 0.1% | 1424 | +1,341 | 7.81% | Q1 2026 | May 15, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 24,497 | 1,109 | 0.35% | 0.23% | 1425 | +1,069 | 4.56% | Q1 2026 | Apr 23, 2026 |
| MAIRS & POWER INC | History | New | 20,515 | 1,108 | 0.01% | — | 1427 | +20,515 | New | Q1 2026 | May 13, 2026 |
| SPINNAKER TRUST | History | Reduced | 20,502 | 1,108 | 0.06% | 0.06% | 1426 | -666 | -3.15% | Q1 2026 | Apr 23, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 20,496 | 1,107 | 0.06% | 0.05% | 1428 | +1,972 | 10.65% | Q1 2026 | Apr 29, 2026 |
| Index Technologies Group LLC | History | Added to | 20,470 | 1,106 | 1.21% | 0.74% | 1430 | +7,305 | 55.49% | Q1 2026 | Apr 29, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 20,468 | 1,106 | 0.35% | 0.35% | 1429 | +1,449 | 7.62% | Q1 2026 | Apr 15, 2026 |
| Atlatl Advisers LLC | History | Reduced | 20,446 | 1,105 | 0.82% | 1.59% | 1431 | -56,696 | -73.5% | Q1 2026 | May 07, 2026 |
| Eagle Bay Advisors LLC | History | Reduced | 20,348 | 1,099 | 0.97% | 4.55% | 1432 | -95,526 | -82.44% | Q1 2026 | Apr 24, 2026 |
| ARIEL INVESTMENTS, LLC | History | New | 20,245 | 1,094 | 0.01% | — | 1433 | +20,245 | New | Q1 2026 | May 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 20,181 | 1,090 | 0.0% | 0.0% | 1434 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 20,114 | 1,087 | 0.0% | 0.03% | 1435 | -1,013,669 | -98.05% | Q1 2026 | May 12, 2026 |
| Pictet North America Advisors SA | History | Reduced | 20,060 | 1,084 | 0.11% | 0.18% | 1436 | -15,086 | -42.92% | Q1 2026 | Apr 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 20,042 | 1,083 | 0.27% | 0.16% | 1437 | +10,726 | 115.14% | Q1 2026 | May 08, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 19,943 | 1,077 | 0.72% | 0.73% | 1438 | -47 | -0.24% | Q1 2026 | Apr 16, 2026 |
| Downshift Financial, LLC | History | Added to | 18,528 | 1,076 | 0.56% | 0.46% | 1440 | +5,297 | 40.03% | Q1 2026 | Apr 29, 2026 |
| Gold Investment Management Ltd. | History | Reduced | 19,920 | 1,076 | 0.33% | 0.34% | 1439 | -39 | -0.2% | Q1 2026 | Apr 22, 2026 |
| DF DENT & CO INC | History | Reduced | 19,896 | 1,075 | 0.02% | 0.02% | 1441 | -25 | -0.13% | Q1 2026 | May 15, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 19,719 | 1,065 | 0.08% | 0.06% | 1442 | +1,045 | 5.6% | Q1 2026 | Apr 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 19,670 | 1,063 | 0.0% | 0.01% | 1443 | -103,300 | -84.0% | Q1 2026 | May 14, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 19,607 | 1,059 | 0.15% | 0.15% | 1444 | -262 | -1.32% | Q1 2026 | May 14, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 19,578 | 1,058 | 0.79% | 0.61% | 1445 | -635 | -3.14% | Q1 2026 | Apr 14, 2026 |
| Long Road Investment Counsel, LLC | History | Added to | 19,500 | 1,053 | 0.41% | 0.38% | 1446 | +820 | 4.39% | Q1 2026 | May 08, 2026 |
| ATLas Financial Planning LLC | History | Reduced | 19,412 | 1,049 | 0.94% | 1.02% | 1447 | -17 | -0.09% | Q1 2026 | Apr 27, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 19,371 | 1,047 | 0.1% | — | 1448 | +19,371 | New | Q1 2026 | May 12, 2026 |
| Wellspring Financial Advisors, LLC | History | New | 19,361 | 1,046 | 0.08% | — | 1449 | +19,361 | New | Q1 2026 | May 15, 2026 |
| Rydar Equities, Inc. | History | Added to | 19,333 | 1,044 | 0.81% | 0.79% | 1450 | +500 | 2.65% | Q1 2026 | Apr 13, 2026 |
| Midwestern Financial, LLC /IA | History | Reduced | 19,170 | 1,036 | 0.81% | 1.25% | 1452 | -8,981 | -31.9% | Q1 2026 | May 05, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 19,176 | 1,036 | 0.27% | 0.27% | 1451 | -745 | -3.74% | Q1 2026 | Apr 22, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Added to | 19,125 | 1,034 | 0.1% | 0.07% | 1453 | +5,820 | 43.74% | Q1 2026 | Apr 02, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 18,994 | 1,026 | 0.28% | 0.27% | 1454 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 18,937 | 1,023 | 0.26% | 0.27% | 1455 | -832 | -4.21% | Q1 2026 | Apr 22, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 18,909 | 1,022 | 0.13% | 0.13% | 1456 | +3,142 | 19.93% | Q1 2026 | Apr 28, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 18,911 | 1,022 | 0.45% | 0.46% | 1457 | -1,542 | -7.54% | Q1 2026 | Apr 22, 2026 |
| Jacobi Capital Management LLC | History | Added to | 18,907 | 1,021 | 0.06% | 0.05% | 1458 | +4,292 | 29.37% | Q1 2026 | May 13, 2026 |
| Kaizen Financial Strategies | History | No change | 17,544 | 1,021 | 0.43% | 0.42% | 1459 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Lynx Investment Advisory | History | Added to | 18,832 | 1,017 | 0.49% | 0.47% | 1461 | +2,711 | 16.82% | Q1 2026 | Apr 24, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 18,834 | 1,017 | 0.1% | 0.11% | 1460 | -14 | -0.07% | Q1 2026 | May 06, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 18,764 | 1,014 | 0.61% | 0.6% | 1462 | -117 | -0.62% | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | Reduced | 18,740 | 1,012 | 0.22% | 0.28% | 1463 | -4,652 | -19.89% | Q1 2026 | May 04, 2026 |
| Quadrature Capital Ltd | History | New | 18,669 | 1,009 | 0.01% | — | 1464 | +18,669 | New | Q1 2026 | May 15, 2026 |
| Veery Capital, LLC | History | Added to | 18,655 | 1,008 | 0.31% | 0.31% | 1465 | +87 | 0.47% | Q1 2026 | Apr 09, 2026 |
| Synergy Asset Management, LLC | History | Added to | 18,641 | 1,007 | 0.11% | 0.08% | 1466 | +4,488 | 31.71% | Q1 2026 | May 13, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 18,623 | 1,006 | 0.13% | 0.14% | 1467 | +457 | 2.52% | Q1 2026 | May 12, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 18,569 | 1,003 | 0.35% | 0.34% | 1468 | -180 | -0.96% | Q1 2026 | May 04, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Added to | 18,508 | 1,000 | 0.47% | 0.45% | 1469 | +563 | 3.14% | Q1 2026 | Apr 20, 2026 |
| Essex Financial Services, Inc. | History | Added to | 18,488 | 999 | 0.06% | 0.06% | 1470 | +491 | 2.73% | Q1 2026 | Apr 24, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Reduced | 18,494 | 999 | 0.48% | 0.45% | 1472 | -116 | -0.62% | Q1 2026 | May 08, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 18,491 | 999 | 0.02% | 0.02% | 1471 | -93 | -0.5% | Q1 2026 | May 14, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 18,448 | 997 | 0.23% | 0.22% | 1473 | +847 | 4.81% | Q1 2026 | Apr 27, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 18,407 | 994 | 0.23% | 0.17% | 1474 | +5,523 | 42.87% | Q1 2026 | May 07, 2026 |
| Factor Wealth Management LTD | History | Reduced | 18,337 | 991 | 0.19% | 0.24% | 1475 | -2,546 | -12.19% | Q1 2026 | Apr 20, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 18,303 | 989 | 0.79% | 0.82% | 1476 | -95 | -0.52% | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 18,186 | 982 | 0.0% | 0.0% | 1477 | +12,866 | 241.84% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 18,155 | 981 | 0.02% | 0.03% | 1479 | +248 | 1.38% | Q1 2026 | Apr 07, 2026 |
| Peak Financial Management, Inc. | History | Added to | 18,154 | 981 | 0.25% | 0.25% | 1478 | +22 | 0.12% | Q1 2026 | Apr 28, 2026 |
| Squarepoint Ops LLC | History | Reduced | 18,114 | 979 | 0.0% | 0.01% | 1480 | -145,207 | -88.91% | Q1 2026 | May 15, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 18,113 | 979 | 0.23% | 0.22% | 1481 | +610 | 3.49% | Q1 2026 | Apr 17, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 18,028 | 974 | 0.68% | 0.84% | 1482 | +1,262 | 7.53% | Q1 2026 | Apr 22, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 17,997 | 972 | 0.61% | 0.69% | 1483 | -437 | -2.37% | Q1 2026 | May 01, 2026 |
| MSH Capital Advisors LLC | History | Added to | 17,932 | 969 | 0.21% | 0.13% | 1484 | +6,797 | 61.04% | Q1 2026 | May 08, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 17,909 | 967 | 0.27% | 0.21% | 1486 | +3,280 | 22.42% | Q1 2026 | Apr 16, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | No change | 17,900 | 967 | 0.12% | 0.13% | 1485 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wernau Asset Management Inc. | History | Added to | 17,782 | 961 | 0.67% | 0.52% | 1487 | +70 | 0.4% | Q1 2026 | Apr 22, 2026 |
| Essex LLC | History | Added to | 17,777 | 960 | 0.17% | 0.17% | 1488 | +125 | 0.71% | Q1 2026 | Apr 24, 2026 |
| Trek Financial, LLC | History | Added to | 17,741 | 958 | 0.05% | 0.05% | 1489 | +2,979 | 20.18% | Q1 2026 | May 13, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 17,733 | 958 | 0.08% | 0.07% | 1490 | +770 | 4.54% | Q1 2026 | Apr 06, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 17,628 | 952 | 0.76% | 0.63% | 1491 | -1,171 | -6.23% | Q1 2026 | Apr 08, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 17,600 | 951 | 0.23% | 0.21% | 1492 | -231 | -1.3% | Q1 2026 | Apr 30, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Added to | 17,568 | 949 | 0.86% | 0.87% | 1493 | +126 | 0.72% | Q1 2026 | May 08, 2026 |
| Glassman Wealth Services | History | Reduced | 17,524 | 947 | 0.13% | 0.13% | 1494 | -916 | -4.97% | Q1 2026 | May 04, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 15,638 | 944 | 0.35% | 0.31% | 1495 | +1,805 | 13.05% | Q1 2026 | May 12, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 17,412 | 941 | 0.15% | 0.16% | 1497 | -791 | -4.35% | Q1 2026 | May 01, 2026 |
| Parkside Investments, LLC | History | Reduced | 17,410 | 941 | 0.11% | 0.12% | 1496 | -50 | -0.29% | Q1 2026 | Apr 08, 2026 |
| Montecito Bank & Trust | History | Added to | 17,349 | 937 | 0.15% | 0.13% | 1498 | +2,370 | 15.82% | Q1 2026 | Apr 16, 2026 |
| Twin Lakes Capital Management, LLC | History | Reduced | 17,347 | 937 | 0.43% | 0.44% | 1499 | -1,143 | -6.18% | Q1 2026 | May 18, 2026 |
| Cohen Investment Advisors LLC | History | Added to | 17,291 | 934 | 0.44% | 0.39% | 1500 | +1,308 | 8.18% | Q1 2026 | Apr 28, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 17,215 | 930 | 0.08% | 0.1% | 1501 | -12,824 | -42.69% | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 17,220 | 930 | 0.3% | 0.32% | 1502 | -296 | -1.69% | Q1 2026 | Apr 24, 2026 |
| Saranac Partners Ltd | History | Reduced | 11,154 | 929 | 0.4% | 0.45% | 1505 | -10,165 | -47.68% | Q1 2026 | May 15, 2026 |
| Eukles Asset Management | History | Added to | 17,197 | 929 | 0.41% | 0.34% | 1503 | +689 | 4.17% | Q1 2026 | May 05, 2026 |
| Dentgroup LLC | History | No change | 17,287 | 929 | 0.64% | 0.64% | 1504 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 17,174 | 928 | 0.07% | 0.09% | 1506 | -460 | -2.61% | Q1 2026 | Apr 16, 2026 |
| National Philanthropic Trust | History | No change | 17,142 | 926 | 0.01% | 0.01% | 1507 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Disciplina Capital Management LLC | History | No change | 17,084 | 923 | 0.1% | 0.11% | 1508 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sidoxia Capital Management, LLC | History | New | 17,055 | 921 | 0.8% | — | 1510 | +17,055 | New | Q1 2026 | May 11, 2026 |
| Causey Wealth LLC | History | Reduced | 17,053 | 921 | 0.39% | 0.47% | 1509 | -676 | -3.81% | Q1 2026 | May 12, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 16,999 | 918 | 0.48% | 0.41% | 1511 | -864 | -4.84% | Q1 2026 | Apr 21, 2026 |
| LAM GROUP, INC. | History | Added to | 16,897 | 913 | 0.5% | 0.46% | 1512 | +1,892 | 12.61% | Q1 2026 | Apr 22, 2026 |
| Darden Wealth Group Inc | History | Added to | 16,884 | 912 | 0.46% | 0.21% | 1514 | +8,700 | 106.3% | Q1 2026 | May 08, 2026 |
| Cloud Capital Management, LLC | History | Added to | 16,906 | 912 | 0.4% | 0.35% | 1515 | +3,122 | 22.65% | Q1 2026 | May 12, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 16,867 | 912 | 0.11% | 0.11% | 1513 | -534 | -3.07% | Q1 2026 | May 14, 2026 |
| VestGen Investment Management | History | Reduced | 16,800 | 908 | 0.5% | 0.53% | 1516 | -1,065 | -5.96% | Q1 2026 | May 12, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 16,774 | 906 | 0.01% | 0.01% | 1517 | -308 | -1.8% | Q1 2026 | May 08, 2026 |
| BAXTER BROS INC | History | Reduced | 16,719 | 903 | 0.11% | 0.11% | 1518 | -994 | -5.61% | Q1 2026 | Apr 28, 2026 |
| Curated Wealth Partners LLC | History | No change | 16,709 | 903 | 0.11% | 0.1% | 1519 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 14,203 | 900 | 0.27% | 0.4% | 1520 | -3,820 | -21.2% | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 16,597 | 897 | 0.08% | 0.05% | 1521 | +5,996 | 56.56% | Q1 2026 | May 15, 2026 |
| Petix & Botte Co | History | Reduced | 16,585 | 896 | 0.2% | 0.2% | 1522 | -130 | -0.78% | Q1 2026 | Apr 30, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 16,560 | 895 | 0.2% | 0.2% | 1523 | +808 | 5.13% | Q1 2026 | May 21, 2026 |
| Financial Freedom, LLC | History | Reduced | 16,556 | 894 | 0.45% | 0.68% | 1524 | -8,820 | -34.76% | Q1 2026 | Apr 30, 2026 |
| Prosperity Planning, Inc. | History | Added to | 16,497 | 891 | 0.23% | 0.21% | 1525 | +1,395 | 9.24% | Q1 2026 | Apr 10, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 16,418 | 887 | 0.43% | 0.39% | 1526 | +996 | 6.46% | Q1 2026 | May 12, 2026 |
| Platform Technology Partners | History | Added to | 16,368 | 884 | 0.17% | 0.17% | 1528 | +1,329 | 8.84% | Q1 2026 | Apr 27, 2026 |
| FineMark National Bank & Trust | History | No change | 16,458 | 884 | 0.03% | 0.03% | 1527 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Plum Street Advisors, LLC | History | Added to | 16,343 | 883 | 0.31% | 0.31% | 1529 | +171 | 1.06% | Q1 2026 | May 14, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 16,320 | 882 | 0.48% | 0.44% | 1530 | +1,465 | 9.86% | Q1 2026 | Apr 29, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 14,956 | 881 | 0.46% | 0.54% | 1531 | -389 | -2.54% | Q1 2026 | May 18, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 16,299 | 880 | 0.23% | 0.24% | 1533 | -828 | -4.83% | Q1 2026 | Apr 10, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 16,285 | 880 | 0.15% | 0.16% | 1532 | -510 | -3.04% | Q1 2026 | May 05, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 16,280 | 879 | 0.28% | 0.33% | 1534 | -3,542 | -17.87% | Q1 2026 | Apr 16, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 16,246 | 878 | 0.02% | 0.02% | 1535 | +3,000 | 22.65% | Q1 2026 | May 14, 2026 |
| BOS Asset Management, LLC | History | Reduced | 16,232 | 877 | 0.22% | 0.24% | 1536 | -370 | -2.23% | Q1 2026 | Apr 08, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 16,141 | 872 | 0.11% | 0.17% | 1537 | -88 | -0.54% | Q1 2026 | May 18, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 16,120 | 871 | 0.51% | 0.56% | 1538 | -1,053 | -6.13% | Q1 2026 | May 07, 2026 |
| WealthNavi Inc. | History | Added to | 16,101,944 | 870 | 7.54% | 7.53% | 1539 | +244,799 | 1.54% | Q1 2026 | Apr 21, 2026 |
| Wealth Care LLC | History | New | 16,103 | 870 | 0.77% | — | 1540 | +16,103 | New | Q1 2026 | Apr 24, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 16,075 | 868 | 0.11% | 0.11% | 1541 | -626 | -3.75% | Q1 2026 | May 05, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | No change | 15,934 | 861 | 0.71% | 0.72% | 1542 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 15,917 | 860 | 0.42% | 0.38% | 1543 | +2,399 | 17.75% | Q1 2026 | Apr 22, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 15,888 | 858 | 0.12% | 0.12% | 1544 | -894 | -5.33% | Q1 2026 | May 15, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 15,865 | 857 | 0.11% | 0.1% | 1545 | -288 | -1.78% | Q1 2026 | Apr 10, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 15,800 | 854 | 0.14% | 0.32% | 1546 | -14,846 | -48.44% | Q1 2026 | Apr 10, 2026 |
| Sherman Wealth Management LLC | History | Added to | 15,800 | 853 | 0.73% | 0.71% | 1547 | +669 | 4.42% | Q1 2026 | Apr 13, 2026 |
| Mustard Seed Financial, LLC | History | Reduced | 15,759 | 851 | 0.51% | 0.56% | 1549 | -814 | -4.91% | Q1 2026 | Apr 27, 2026 |
| Hikari Tsushin, Inc. | History | No change | 15,745 | 851 | 0.06% | 0.06% | 1548 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Added to | 15,744 | 850 | 0.04% | 0.03% | 1550 | +1,984 | 14.42% | Q1 2026 | Apr 27, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 15,716 | 849 | 0.01% | 0.01% | 1551 | -6,327 | -28.7% | Q1 2026 | May 15, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | No change | 15,723 | 849 | 0.45% | 0.44% | 1552 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 15,596 | 842 | 0.28% | 0.42% | 1553 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Hurley Capital, LLC | History | Reduced | 15,575 | 841 | 0.45% | 0.47% | 1554 | -9 | -0.06% | Q1 2026 | May 06, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 15,550 | 840 | 0.04% | 0.03% | 1555 | +2,428 | 18.5% | Q1 2026 | May 08, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Reduced | 15,532 | 839 | 0.14% | 0.14% | 1556 | -192 | -1.22% | Q1 2026 | Apr 22, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 15,520 | 838 | 0.34% | 0.35% | 1557 | -1,258 | -7.5% | Q1 2026 | Apr 23, 2026 |
| BAYBAN | History | No change | 15,495 | 837 | 0.73% | 0.74% | 1558 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| McLean Asset Management Corp | History | Added to | 15,449 | 835 | 0.15% | 0.15% | 1559 | +19 | 0.12% | Q1 2026 | Apr 22, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 15,413 | 833 | 0.0% | 0.0% | 1560 | -19,468 | -55.81% | Q1 2026 | May 15, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 15,422 | 833 | 0.28% | 0.29% | 1561 | -1,551 | -9.14% | Q1 2026 | Apr 08, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 15,403 | 832 | 0.18% | 0.2% | 1562 | -1,175 | -7.09% | Q1 2026 | Apr 03, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 15,391 | 831 | 0.81% | 0.6% | 1563 | +3,950 | 34.52% | Q1 2026 | May 11, 2026 |
| PKS Advisory Services, LLC | History | Added to | 15,315 | 827 | 0.19% | 0.18% | 1564 | +334 | 2.23% | Q1 2026 | May 13, 2026 |
| Quent Capital, LLC | History | Reduced | 15,114 | 816 | 0.06% | 0.06% | 1565 | -153 | -1.0% | Q1 2026 | Apr 28, 2026 |
| Visionary Wealth Advisors | History | Added to | 15,067 | 814 | 0.04% | 0.03% | 1566 | +1,869 | 14.16% | Q1 2026 | May 13, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | Added to | 15,016 | 811 | 0.11% | 0.09% | 1568 | +6,331 | 72.9% | Q1 2026 | May 14, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 15,022 | 811 | 0.11% | 0.11% | 1567 | +61 | 0.41% | Q1 2026 | Apr 13, 2026 |
| CX Institutional | History | Reduced | 14,982 | 810 | 0.02% | 0.03% | 1569 | -2,472 | -14.16% | Q1 2026 | Apr 06, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 14,935 | 807 | 0.04% | 0.04% | 1570 | -900 | -5.68% | Q1 2026 | Apr 20, 2026 |
| FULTON BANK, N.A. | History | Added to | 14,852 | 802 | 0.03% | 0.03% | 1571 | +469 | 3.26% | Q1 2026 | Apr 24, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 14,856 | 802 | 0.08% | 0.08% | 1572 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Net Worth Advisory Group | History | Added to | 14,808 | 800 | 0.17% | 0.15% | 1573 | +590 | 4.15% | Q1 2026 | May 05, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 14,783 | 799 | 0.24% | 0.26% | 1574 | -783 | -5.03% | Q1 2026 | Apr 29, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 14,771 | 798 | 0.19% | 0.19% | 1575 | +1,294 | 9.6% | Q1 2026 | Apr 24, 2026 |
| CAPE ANN SAVINGS BANK | History | Reduced | 14,741 | 796 | 0.4% | 0.54% | 1576 | -5,008 | -25.36% | Q1 2026 | Apr 27, 2026 |
| BBR PARTNERS, LLC | History | Added to | 14,656 | 792 | 0.04% | 0.04% | 1577 | +991 | 7.25% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 14,540 | 785 | 0.04% | 0.03% | 1579 | +2,822 | 24.08% | Q1 2026 | Apr 28, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 14,542 | 785 | 0.04% | 0.04% | 1578 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 14,519 | 784 | 0.04% | 0.04% | 1580 | +100 | 0.69% | Q1 2026 | Apr 17, 2026 |
| Rossby Financial, LCC | History | Added to | 14,366 | 778 | 0.16% | 0.09% | 1581 | +9,043 | 169.89% | Q1 2026 | May 11, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 14,376 | 777 | 0.05% | 0.04% | 1582 | +4,035 | 39.02% | Q1 2026 | May 13, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 14,364 | 776 | 0.17% | 0.17% | 1583 | -373 | -2.53% | Q1 2026 | May 06, 2026 |
| ASO GROUP Ltd | History | No change | 14,366 | 776 | 0.33% | 0.3% | 1584 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Austin Asset Management Co Inc | History | No change | 14,319 | 773 | 0.13% | 0.13% | 1585 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cohen Capital Management, Inc. | History | Added to | 14,279 | 771 | 0.12% | 0.12% | 1586 | +18 | 0.13% | Q1 2026 | Apr 14, 2026 |
| L & S Advisors Inc | History | Reduced | 14,242 | 769 | 0.1% | 0.09% | 1587 | -4,368 | -23.47% | Q1 2026 | May 11, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 14,218 | 768 | 0.23% | 0.23% | 1588 | -160 | -1.11% | Q1 2026 | May 14, 2026 |
| OPINICUS CAPITAL, INC. | History | Added to | 14,103 | 762 | 0.54% | 0.51% | 1590 | +402 | 2.93% | Q1 2026 | May 05, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 14,111 | 762 | 0.11% | 0.11% | 1589 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 14,016 | 757 | 0.34% | 0.29% | 1591 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| D.B. Root & Company, LLC | History | New | 13,989 | 756 | 0.18% | — | 1593 | +13,989 | New | Q1 2026 | May 12, 2026 |
| Alamar Capital Management, LLC | History | Added to | 13,992 | 756 | 0.46% | 0.3% | 1592 | +3,796 | 37.23% | Q1 2026 | May 13, 2026 |
| JMN Financial LLC | History | Added to | 13,969 | 755 | 0.74% | 0.74% | 1594 | +145 | 1.05% | Q1 2026 | May 15, 2026 |
| Portside Wealth Group, LLC | History | Added to | 13,961 | 754 | 0.1% | 0.04% | 1597 | +8,668 | 163.76% | Q1 2026 | May 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 13,954 | 754 | 0.05% | 0.07% | 1596 | -2,993 | -17.66% | Q1 2026 | May 12, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | No change | 13,964 | 754 | 0.18% | 0.17% | 1595 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Plan A Wealth LLC | History | Reduced | 13,895 | 751 | 0.36% | 0.42% | 1598 | -2,042 | -12.81% | Q1 2026 | May 15, 2026 |
| Gibbs Wealth Management | History | New | 13,890 | 750 | 0.1% | — | 1600 | +13,890 | New | Q1 2026 | May 13, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 13,882 | 750 | 0.16% | 0.18% | 1599 | -1,719 | -11.02% | Q1 2026 | Apr 13, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 13,861 | 749 | 0.08% | 0.1% | 1601 | -1,704 | -10.95% | Q1 2026 | Apr 28, 2026 |
| Columbia Asset Management | History | No change | 13,834 | 747 | 0.14% | 0.13% | 1602 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 13,806 | 746 | 0.21% | 0.23% | 1603 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Forum Financial Management, LP | History | Added to | 13,783 | 744 | 0.01% | 0.01% | 1604 | +1,483 | 12.06% | Q1 2026 | Apr 23, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 13,741 | 742 | 0.08% | 0.04% | 1606 | +7,845 | 133.06% | Q1 2026 | May 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 13,738 | 742 | 0.03% | 0.03% | 1605 | -314 | -2.23% | Q1 2026 | Apr 29, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 13,692 | 740 | 0.08% | 0.09% | 1607 | -1,465 | -9.67% | Q1 2026 | Apr 29, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 13,691 | 740 | 0.23% | 0.25% | 1608 | -1,317 | -8.78% | Q1 2026 | May 06, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 13,686 | 739 | 0.08% | 0.08% | 1609 | +765 | 5.92% | Q1 2026 | May 04, 2026 |
| Equita Financial Network, Inc. | History | Added to | 13,671 | 738 | 0.23% | 0.22% | 1610 | +239 | 1.78% | Q1 2026 | Apr 23, 2026 |
| Indivisible Partners | History | Added to | 13,614 | 737 | 0.07% | 0.06% | 1613 | +2,867 | 26.68% | Q1 2026 | Apr 30, 2026 |
| Carrera Capital Advisors | History | Added to | 13,642 | 737 | 0.11% | 0.12% | 1611 | +110 | 0.81% | Q1 2026 | May 04, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 13,650 | 737 | 0.58% | 0.58% | 1612 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 13,607 | 735 | 0.04% | 0.05% | 1614 | -6,881 | -33.59% | Q1 2026 | Apr 09, 2026 |
| ADE, LLC | History | Added to | 13,580 | 733 | 0.35% | 0.32% | 1615 | +1,170 | 9.43% | Q1 2026 | May 14, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 13,531 | 731 | 0.04% | 0.02% | 1616 | +4,520 | 50.16% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 13,534 | 731 | 0.08% | 0.08% | 1617 | +92 | 0.68% | Q1 2026 | Apr 28, 2026 |
| Keystone Financial Group | History | Reduced | 13,072 | 727 | 0.05% | 0.05% | 1618 | -77 | -0.59% | Q1 2026 | May 13, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 13,440 | 726 | 0.26% | 0.25% | 1619 | +729 | 5.74% | Q1 2026 | Apr 08, 2026 |
| Key FInancial Inc | History | Added to | 13,432 | 725 | 0.13% | 0.12% | 1620 | +856 | 6.81% | Q1 2026 | Apr 24, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 13,428 | 725 | 0.08% | 0.08% | 1621 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Putney Financial Group LLC | History | New | 13,397 | 724 | 0.73% | — | 1623 | +13,397 | New | Q1 2026 | Apr 10, 2026 |
| GRANDFIELD & DODD, LLC | History | Added to | 13,402 | 724 | 0.04% | 0.04% | 1622 | +86 | 0.65% | Q1 2026 | May 07, 2026 |
| Invesco Ltd. | History | Reduced | 13,385 | 723 | 0.0% | 0.0% | 1624 | -1,346 | -9.14% | Q1 2026 | May 12, 2026 |
| Nautilus Advisors LLC | History | Added to | 13,384 | 723 | 0.5% | 0.46% | 1625 | +242 | 1.84% | Q1 2026 | Apr 17, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 13,364 | 722 | 0.09% | 0.1% | 1627 | -520 | -3.75% | Q1 2026 | May 12, 2026 |
| Capital Management Associates, Inc | History | Added to | 13,367 | 722 | 0.16% | 0.16% | 1628 | +215 | 1.63% | Q1 2026 | Apr 22, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 13,375 | 722 | 0.29% | 0.27% | 1626 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 13,357 | 721 | 0.17% | 0.13% | 1629 | +2,961 | 28.48% | Q1 2026 | May 08, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 13,341 | 721 | 0.75% | 0.64% | 1630 | +1,627 | 13.89% | Q1 2026 | May 12, 2026 |
| WFA of San Diego, LLC | History | Reduced | 13,323 | 720 | 0.58% | 0.72% | 1632 | -5,013 | -27.34% | Q1 2026 | May 11, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 12,805 | 720 | 0.05% | 0.05% | 1631 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Atlas Brown,Inc. | History | Reduced | 13,311 | 719 | 0.22% | 0.22% | 1633 | -304 | -2.23% | Q1 2026 | Apr 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 13,166 | 714 | 0.22% | 0.14% | 1634 | +5,038 | 61.98% | Q1 2026 | May 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 13,200 | 713 | 0.0% | 0.0% | 1635 | +2,157 | 19.53% | Q1 2026 | Apr 22, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 13,173 | 712 | 0.57% | 0.57% | 1636 | -159 | -1.19% | Q1 2026 | Apr 27, 2026 |
| Westmount Partners, LLC | History | Added to | 13,160 | 711 | 0.18% | 0.17% | 1637 | +128 | 0.98% | Q1 2026 | Apr 16, 2026 |
| Five Oceans Advisors | History | Reduced | 13,125 | 709 | 0.26% | 0.25% | 1638 | -83 | -0.63% | Q1 2026 | Apr 07, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 13,109 | 708 | 0.15% | 0.15% | 1639 | -241 | -1.81% | Q1 2026 | Apr 15, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 13,035 | 704 | 0.34% | 0.35% | 1640 | -11 | -0.08% | Q1 2026 | May 05, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 13,009 | 703 | 0.05% | 0.05% | 1642 | +1,800 | 16.06% | Q1 2026 | May 07, 2026 |
| River Wealth Advisors LLC | History | No change | 13,019 | 703 | 0.08% | 0.08% | 1641 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 12,990 | 702 | 0.04% | 0.04% | 1643 | -350 | -2.62% | Q1 2026 | Apr 20, 2026 |
| Motiv8 Investments LLC | History | No change | 13,024 | 700 | 0.38% | 0.38% | 1644 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Reduced | 12,936 | 699 | 0.45% | 0.58% | 1646 | -2,302 | -15.11% | Q1 2026 | May 08, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 12,935 | 699 | 0.16% | 0.17% | 1645 | +155 | 1.21% | Q1 2026 | Apr 17, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 12,878 | 696 | 0.04% | 0.04% | 1647 | +320 | 2.55% | Q1 2026 | Apr 29, 2026 |
| Gross & Hartman Investments LLC | History | Reduced | 12,874 | 695 | 0.36% | 0.43% | 1648 | -1,025 | -7.37% | Q1 2026 | May 15, 2026 |
| City Center Advisors, LLC | History | Added to | 12,843 | 694 | 0.64% | 0.63% | 1649 | +6 | 0.05% | Q1 2026 | Apr 07, 2026 |
| Wealth Architects, LLC | History | Reduced | 12,834 | 693 | 0.06% | 0.06% | 1650 | -171 | -1.31% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 11,922 | 692 | 0.04% | 0.03% | 1651 | +3,031 | 34.09% | Q1 2026 | May 12, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | No change | 12,792 | 691 | 0.02% | 0.02% | 1652 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| North Capital, Inc. | History | No change | 12,767 | 690 | 0.58% | 0.59% | 1653 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Added to | 12,761 | 689 | 0.12% | 0.11% | 1654 | +130 | 1.03% | Q1 2026 | Apr 22, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 11,712 | 688 | 0.13% | 0.13% | 1655 | -83 | -0.7% | Q1 2026 | Apr 29, 2026 |
| Asset One Wealth Management LLC | History | Added to | 11,763 | 684 | 0.08% | 0.05% | 1656 | +5,943 | 102.11% | Q1 2026 | May 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 12,635 | 682 | 0.0% | — | 1657 | +12,635 | New | Q1 2026 | May 14, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 12,580 | 679 | 0.16% | 0.16% | 1658 | -134 | -1.05% | Q1 2026 | Apr 07, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Added to | 12,544 | 677 | 0.06% | 0.06% | 1659 | +1,360 | 12.16% | Q1 2026 | Apr 23, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 12,526 | 677 | 0.04% | 0.04% | 1660 | -1,186 | -8.65% | Q1 2026 | May 15, 2026 |
| GEN Financial Management, INC. | History | Added to | 12,527 | 677 | 0.42% | 0.42% | 1661 | +55 | 0.44% | Q1 2026 | Apr 16, 2026 |
| Emerald Advisors, LLC | History | Added to | 12,481 | 674 | 0.08% | 0.09% | 1662 | +238 | 1.94% | Q1 2026 | Apr 23, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 12,426 | 671 | 0.18% | 0.18% | 1663 | -25 | -0.2% | Q1 2026 | Apr 23, 2026 |
| Lincoln Capital LLC | History | Reduced | 12,452 | 670 | 0.13% | 0.12% | 1664 | -4 | -0.03% | Q1 2026 | May 01, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 12,388 | 669 | 0.09% | 0.2% | 1665 | -15,994 | -56.35% | Q1 2026 | Apr 13, 2026 |
| Radnor Capital Management, LLC | History | No change | 12,360 | 668 | 0.1% | 0.1% | 1666 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 12,352 | 667 | 0.29% | 0.27% | 1667 | +1,341 | 12.18% | Q1 2026 | Apr 08, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 12,202 | 659 | 0.19% | 0.18% | 1668 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 12,177 | 658 | 0.04% | 0.04% | 1669 | +771 | 6.76% | Q1 2026 | May 13, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 12,190 | 658 | 0.17% | 0.19% | 1671 | -106 | -0.86% | Q1 2026 | Apr 16, 2026 |
| GeoWealth Management, LLC | History | Reduced | 12,184 | 658 | 0.02% | 0.02% | 1670 | -52 | -0.42% | Q1 2026 | May 13, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 12,165 | 657 | 0.21% | 0.2% | 1672 | +121 | 1.0% | Q1 2026 | Apr 27, 2026 |
| Nikulski Financial, Inc. | History | New | 12,117 | 654 | 0.16% | — | 1675 | +12,117 | New | Q1 2026 | May 14, 2026 |
| LexAurum Advisors, LLC | History | New | 12,113 | 654 | 0.08% | — | 1674 | +12,113 | New | Q1 2026 | Apr 13, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 11,027 | 654 | 0.09% | 0.1% | 1673 | -276 | -2.44% | Q1 2026 | May 06, 2026 |
| Firestone Capital Management | History | Reduced | 12,064 | 652 | 0.14% | 0.14% | 1676 | -336 | -2.71% | Q1 2026 | May 08, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 12,053 | 651 | 0.05% | 0.05% | 1677 | +203 | 1.71% | Q1 2026 | May 15, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 12,004 | 648 | 0.34% | 0.34% | 1678 | +412 | 3.55% | Q1 2026 | Apr 24, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 11,952 | 646 | 0.02% | 0.02% | 1679 | +2,256 | 23.27% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 11,950 | 645 | 0.05% | 0.04% | 1680 | +1,165 | 10.8% | Q1 2026 | May 05, 2026 |
| PAX Financial Group, LLC | History | Reduced | 11,911 | 643 | 0.11% | 0.52% | 1682 | -44,141 | -78.75% | Q1 2026 | Apr 27, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 11,913 | 643 | 0.07% | 0.08% | 1681 | -1,449 | -10.84% | Q1 2026 | May 05, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 11,906 | 643 | 0.21% | 0.25% | 1683 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Legacy PCG, LLC | History | Reduced | 11,883 | 642 | 3.45% | 3.65% | 1685 | -97,668 | -89.15% | Q1 2026 | May 15, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 11,888 | 642 | 0.1% | 0.11% | 1684 | +2 | 0.02% | Q1 2026 | Apr 07, 2026 |
| TRB Wealth Management, LLC | History | New | 11,871 | 641 | 0.09% | — | 1686 | +11,871 | New | Q1 2026 | May 14, 2026 |
| Galilei Investment Office LLP | History | Added to | 11,825 | 639 | 0.33% | 0.17% | 1688 | +5,000 | 73.26% | Q1 2026 | May 13, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 11,828 | 639 | 0.12% | 0.12% | 1687 | -400 | -3.27% | Q1 2026 | May 04, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 11,787 | 637 | 0.22% | 0.24% | 1689 | -557 | -4.51% | Q1 2026 | Apr 23, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 11,712 | 633 | 0.51% | 0.54% | 1690 | +47 | 0.4% | Q1 2026 | May 15, 2026 |
| Heirloom Wealth Management | History | New | 11,680 | 631 | 0.11% | — | 1691 | +11,680 | New | Q1 2026 | Apr 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 11,500 | 621 | 0.14% | 0.22% | 1692 | -6,201 | -35.03% | Q1 2026 | Apr 02, 2026 |
| Impact Capital Partners LLC | History | Added to | 11,502 | 621 | 0.19% | 0.15% | 1693 | +2,140 | 22.86% | Q1 2026 | Apr 10, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Added to | 11,474 | 620 | 0.09% | 0.06% | 1694 | +3,622 | 46.13% | Q1 2026 | May 15, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 11,469 | 619 | 0.08% | 0.11% | 1696 | -3,888 | -25.32% | Q1 2026 | Apr 21, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 11,528 | 619 | 0.05% | 0.05% | 1695 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cannell & Spears LLC | History | No change | 11,441 | 618 | 0.01% | 0.01% | 1697 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 11,431 | 617 | 0.16% | 0.19% | 1698 | -2,049 | -15.2% | Q1 2026 | Apr 15, 2026 |
| Clientfirst Wealth Management, LLC | History | Added to | 11,430 | 617 | 0.52% | 0.48% | 1699 | +250 | 2.24% | Q1 2026 | May 01, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 11,377 | 614 | 0.28% | 0.32% | 1700 | -910 | -7.41% | Q1 2026 | May 14, 2026 |
| Caldwell Trust Co | History | Added to | 11,353 | 613 | 0.05% | 0.05% | 1701 | +550 | 5.09% | Q1 2026 | Apr 22, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 11,310 | 611 | 0.14% | 0.16% | 1702 | -1,116 | -8.98% | Q1 2026 | May 06, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Added to | 11,309 | 611 | 0.44% | 0.41% | 1705 | +425 | 3.9% | Q1 2026 | May 05, 2026 |
| Stratos Investment Management, LLC | History | Added to | 11,305 | 611 | 0.02% | 0.02% | 1703 | +103 | 0.92% | Q1 2026 | Apr 28, 2026 |
| New Republic Capital, LLC | History | No change | 11,309 | 611 | 0.21% | 0.16% | 1704 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 11,301 | 610 | 0.02% | 0.02% | 1706 | +200 | 1.8% | Q1 2026 | May 06, 2026 |
| Tenon Financial LLC | History | Added to | 11,171 | 603 | 0.24% | 0.25% | 1707 | +317 | 2.92% | Q1 2026 | Apr 21, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 11,147 | 602 | 0.07% | 0.07% | 1708 | +10 | 0.09% | Q1 2026 | Apr 21, 2026 |
| Sharper & Granite LLC | History | Added to | 11,115 | 600 | 0.2% | 0.19% | 1709 | +1,015 | 10.05% | Q1 2026 | Apr 08, 2026 |
| Michels Family Financial, LLC | History | Reduced | 11,115 | 600 | 0.43% | 0.45% | 1710 | -233 | -2.05% | Q1 2026 | Apr 24, 2026 |
| Estate Counselors, LLC | History | Reduced | 11,090 | 599 | 0.05% | 0.05% | 1711 | -690 | -5.86% | Q1 2026 | May 15, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 11,101 | 599 | 0.25% | 0.26% | 1712 | -440 | -3.81% | Q1 2026 | Apr 15, 2026 |
| Live Oak Private Wealth LLC | History | No change | 11,069 | 598 | 0.08% | 0.08% | 1713 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 11,052 | 597 | 0.11% | 0.08% | 1714 | +2,167 | 24.39% | Q1 2026 | Apr 29, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 11,035 | 596 | 0.01% | 0.01% | 1715 | -100 | -0.9% | Q1 2026 | May 12, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 11,010 | 595 | 0.25% | — | 1718 | +11,010 | New | Q1 2026 | May 06, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 11,014 | 595 | 0.04% | 0.04% | 1717 | +2,229 | 25.37% | Q1 2026 | May 13, 2026 |
| BAKER BOYER NATIONAL BANK | History | Reduced | 11,017 | 595 | 0.18% | 0.19% | 1716 | -513 | -4.45% | Q1 2026 | Apr 27, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 10,944 | 591 | 0.02% | 0.02% | 1720 | +2,164 | 24.65% | Q1 2026 | May 06, 2026 |
| Boltwood Capital Management | History | No change | 10,938 | 591 | 0.15% | 0.15% | 1719 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| WEBSTER BANK, N. A. | History | No change | 10,859 | 586 | 0.06% | 0.05% | 1721 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Arista Wealth Management, LLC | History | Added to | 10,795 | 583 | 0.07% | 0.07% | 1723 | +945 | 9.59% | Q1 2026 | Apr 30, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Added to | 10,796 | 583 | 0.31% | 0.3% | 1722 | +392 | 3.77% | Q1 2026 | May 14, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 10,801 | 583 | 0.34% | 0.32% | 1724 | +221 | 2.09% | Q1 2026 | May 14, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 10,772 | 582 | 0.06% | 0.07% | 1725 | -2,107 | -16.36% | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | Added to | 10,763 | 581 | 0.04% | 0.06% | 1726 | +3,541 | 49.03% | Q1 2026 | Apr 28, 2026 |
| Citrine Capital LLC | History | Added to | 10,766 | 581 | 0.25% | 0.21% | 1727 | +2,300 | 27.17% | Q1 2026 | Apr 21, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 10,748 | 580 | 0.03% | 0.03% | 1728 | -614 | -5.4% | Q1 2026 | May 05, 2026 |
| Owen LaRue, LLC | History | Reduced | 10,725 | 579 | 0.22% | 0.25% | 1731 | -1,700 | -13.68% | Q1 2026 | Apr 30, 2026 |
| Next Capital Management LLC | History | Added to | 10,720 | 579 | 0.18% | 0.17% | 1730 | +772 | 7.76% | Q1 2026 | May 07, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 10,723 | 579 | 0.15% | 0.15% | 1729 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Essex Bank | History | Reduced | 10,696 | 578 | 0.13% | 0.14% | 1733 | -1,063 | -9.04% | Q1 2026 | Apr 17, 2026 |
| Sterling Capital Management LLC | History | No change | 10,709 | 578 | 0.01% | 0.01% | 1732 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 10,707 | 578 | 0.25% | 0.25% | 1734 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 10,668 | 576 | 0.07% | 0.08% | 1736 | -756 | -6.62% | Q1 2026 | May 08, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 10,659 | 576 | 0.21% | 0.21% | 1735 | +388 | 3.78% | Q1 2026 | Apr 13, 2026 |
| Note Advisors, LLC | History | Added to | 10,647 | 575 | 0.29% | 0.28% | 1738 | +746 | 7.53% | Q1 2026 | May 15, 2026 |
| Black Cypress Capital Management, LLC | History | Added to | 10,644 | 575 | 0.41% | 0.38% | 1737 | +529 | 5.23% | Q1 2026 | May 13, 2026 |
| WealthCollab, LLC | History | Reduced | 10,613 | 573 | 0.24% | 0.27% | 1739 | -1,538 | -12.66% | Q1 2026 | May 13, 2026 |
| Peak Asset Management, LLC | History | Reduced | 10,585 | 572 | 0.1% | 0.1% | 1740 | -103 | -0.96% | Q1 2026 | May 14, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 10,547 | 570 | 0.22% | 0.23% | 1741 | -236 | -2.19% | Q1 2026 | Apr 20, 2026 |
| LRI Investments, LLC | History | No change | 10,548 | 570 | 0.05% | 0.05% | 1742 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MOTCO | History | Reduced | 10,542 | 569 | 0.05% | 0.06% | 1743 | -1,385 | -11.61% | Q1 2026 | Apr 22, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 10,506 | 567 | 0.14% | 0.11% | 1744 | +1,414 | 15.55% | Q1 2026 | May 15, 2026 |
| Optimist Retirement Group LLC | History | Added to | 10,472 | 566 | 0.25% | 0.24% | 1745 | +627 | 6.37% | Q1 2026 | May 11, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 10,419 | 563 | 0.37% | 0.47% | 1746 | -1,014 | -8.87% | Q1 2026 | Apr 28, 2026 |
| Geometric Wealth Advisors | History | Added to | 10,415 | 562 | 0.07% | 0.04% | 1748 | +4,156 | 66.4% | Q1 2026 | May 13, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 10,468 | 562 | 0.06% | 0.06% | 1747 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 10,374 | 560 | 0.2% | 0.14% | 1751 | +2,755 | 36.16% | Q1 2026 | Apr 30, 2026 |
| Freestate Advisors LLC | History | Added to | 10,366 | 560 | 0.45% | 0.42% | 1750 | +762 | 7.93% | Q1 2026 | Apr 09, 2026 |
| GWN SECURITIES INC. | History | Added to | 10,366 | 560 | 0.11% | 0.11% | 1749 | +109 | 1.06% | Q1 2026 | May 14, 2026 |
| M3 Advisory Group, LLC | History | Added to | 10,358 | 559 | 0.34% | 0.34% | 1752 | +80 | 0.78% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 10,336 | 558 | 0.03% | 0.14% | 1753 | -44,371 | -81.11% | Q1 2026 | Apr 28, 2026 |
| Archer Investment Management, LLC | History | New | 10,308 | 557 | 0.23% | — | 1754 | +10,308 | New | Q1 2026 | Apr 08, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 10,256 | 554 | 0.24% | 0.25% | 1755 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Welch Group, LLC | History | Reduced | 10,227 | 552 | 0.02% | 0.03% | 1756 | -5,384 | -34.49% | Q1 2026 | Apr 21, 2026 |
| MBA Advisors LLC | History | No change | 10,219 | 552 | 0.21% | 0.22% | 1757 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 10,204 | 551 | 0.17% | 0.16% | 1758 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | Added to | 10,155 | 550 | 0.03% | 0.02% | 1759 | +1,701 | 20.12% | Q1 2026 | Apr 27, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 10,171 | 549 | 0.06% | 0.05% | 1760 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 10,141 | 548 | 0.08% | 0.07% | 1761 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| KLCM Advisors, Inc. | History | Added to | 10,129 | 547 | 0.05% | 0.05% | 1762 | +163 | 1.64% | Q1 2026 | Apr 30, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 10,119 | 546 | 0.09% | 0.1% | 1763 | -1,000 | -8.99% | Q1 2026 | Apr 28, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 10,115 | 546 | 0.02% | 0.02% | 1764 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| 1607 Capital Partners, LLC | History | New | 10,100 | 545 | 0.04% | — | 1765 | +10,100 | New | Q1 2026 | May 15, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 10,074 | 544 | 0.1% | 0.1% | 1766 | -235 | -2.28% | Q1 2026 | May 15, 2026 |
| Tillman Hartley LLC | History | Reduced | 10,052 | 543 | 0.14% | 0.14% | 1767 | -110 | -1.08% | Q1 2026 | May 08, 2026 |
| Sentinel Advisory Group, LLC | History | New | 9,980 | 539 | 0.26% | — | 1769 | +9,980 | New | Q1 2026 | May 14, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 9,990 | 539 | 0.05% | 0.05% | 1768 | -236 | -2.31% | Q1 2026 | Apr 30, 2026 |
| 5T Wealth, LLC | History | Added to | 9,957 | 538 | 0.21% | 0.21% | 1770 | +56 | 0.57% | Q1 2026 | Apr 13, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 9,937 | 537 | 0.14% | 0.15% | 1771 | +1 | 0.01% | Q1 2026 | May 01, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 9,900 | 535 | 0.0% | 0.0% | 1772 | +651 | 7.04% | Q1 2026 | May 14, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 9,902 | 535 | 0.06% | 0.06% | 1773 | +398 | 4.19% | Q1 2026 | Apr 22, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 9,898 | 534 | 0.15% | 0.09% | 1775 | +3,309 | 50.22% | Q1 2026 | May 12, 2026 |
| Maxele Advisors, LLC | History | No change | 9,950 | 534 | 0.43% | 0.43% | 1774 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 9,876 | 533 | 0.1% | 0.11% | 1777 | -742 | -6.99% | Q1 2026 | May 11, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 9,871 | 533 | 0.47% | 0.45% | 1776 | -50 | -0.5% | Q1 2026 | Apr 22, 2026 |
| PCM Encore, LLC | History | Reduced | 9,853 | 532 | 0.11% | 0.23% | 1779 | -10,285 | -51.07% | Q1 2026 | May 12, 2026 |
| ETF Store, Inc. | History | Added to | 9,852 | 532 | 0.52% | 0.52% | 1778 | +375 | 3.96% | Q1 2026 | Apr 30, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 9,827 | 531 | 0.06% | 0.04% | 1781 | +2,465 | 33.48% | Q1 2026 | Apr 15, 2026 |
| CEERA INVESTMENTS, LLC | History | Added to | 9,825 | 531 | 0.23% | 0.19% | 1782 | +545 | 5.87% | Q1 2026 | May 06, 2026 |
| J.Safra Asset Management Corp | History | No change | 9,841 | 531 | 0.03% | 0.03% | 1780 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Syverson Strege & Co | History | No change | 9,807 | 530 | 0.13% | 0.12% | 1783 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Emprise Bank | History | Reduced | 9,788 | 529 | 0.21% | 0.22% | 1784 | -16 | -0.16% | Q1 2026 | Apr 20, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 9,772 | 528 | 0.01% | 0.01% | 1785 | +2,475 | 33.92% | Q1 2026 | May 11, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 9,782 | 528 | 0.3% | 0.29% | 1786 | +441 | 4.72% | Q1 2026 | May 01, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | No change | 9,752 | 527 | 0.2% | 0.19% | 1787 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 9,732 | 526 | 0.06% | 0.06% | 1788 | -100 | -1.02% | Q1 2026 | Apr 17, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 8,957 | 526 | 0.11% | 0.11% | 1789 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Urban Financial Advisory Corp | History | Added to | 9,718 | 525 | 0.19% | 0.16% | 1790 | +1,911 | 24.48% | Q1 2026 | May 08, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 9,689 | 523 | 0.37% | 0.36% | 1791 | +251 | 2.66% | Q1 2026 | May 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 9,671 | 522 | 0.17% | 0.17% | 1792 | -225 | -2.27% | Q1 2026 | Apr 23, 2026 |
| Burton Enright Welch | History | Added to | 9,660 | 522 | 0.07% | 0.07% | 1793 | +20 | 0.21% | Q1 2026 | May 01, 2026 |
| 3Chopt Investment Partners, LLC | History | Reduced | 9,624 | 520 | 0.12% | 0.12% | 1794 | -6 | -0.06% | Q1 2026 | Apr 23, 2026 |
| Athena Investment Management | History | Added to | 9,614 | 519 | 0.27% | 0.24% | 1795 | +793 | 8.99% | Q1 2026 | May 11, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 9,604 | 519 | 0.08% | 0.07% | 1796 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Southland Equity Partners LLC | History | Reduced | 9,571 | 517 | 0.1% | 0.4% | 1797 | -28,327 | -74.75% | Q1 2026 | Apr 14, 2026 |
| LOM Asset Management Ltd | History | Added to | 9,565 | 516 | 0.15% | 0.12% | 1798 | +1,925 | 25.2% | Q1 2026 | May 05, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 9,532 | 515 | 0.27% | 0.25% | 1799 | +302 | 3.27% | Q1 2026 | May 01, 2026 |
| Portland Financial Advisors Inc | History | Added to | 9,544 | 515 | 1.07% | 1.08% | 1800 | +95 | 1.01% | Q1 2026 | Apr 27, 2026 |
| Pioneer Wealth Management Group | History | Reduced | 9,527 | 514 | 0.14% | 0.16% | 1803 | -409 | -4.12% | Q1 2026 | Apr 08, 2026 |
| Essential Planning, LLC. | History | Reduced | 9,515 | 514 | 0.16% | 0.17% | 1802 | -260 | -2.66% | Q1 2026 | Apr 22, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 9,517 | 514 | 0.16% | 0.16% | 1801 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Somerset Trust Co | History | Added to | 9,509 | 513 | 0.16% | 0.13% | 1804 | +1,290 | 15.7% | Q1 2026 | Apr 02, 2026 |
| Align Financial, LLC | History | Reduced | 9,455 | 511 | 0.29% | 0.31% | 1805 | -520,177 | -98.21% | Q1 2026 | May 08, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 9,431 | 510 | 0.26% | 0.29% | 1806 | -168 | -1.75% | Q1 2026 | Apr 08, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 9,424 | 509 | 0.17% | 0.15% | 1807 | +408 | 4.53% | Q1 2026 | May 15, 2026 |
| True North Advisors, LLC | History | Added to | 9,392 | 507 | 0.06% | 0.06% | 1808 | +425 | 4.74% | Q1 2026 | May 07, 2026 |
| Meredith Wealth Planning | History | Reduced | 9,368 | 506 | 0.14% | 0.15% | 1809 | -224 | -2.34% | Q1 2026 | Apr 27, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 9,645 | 505 | 0.0% | — | 1811 | +9,645 | New | Q1 2026 | May 12, 2026 |
| Tailwinds Wealth, LLC | History | Reduced | 9,348 | 505 | 1.24% | 1.09% | 1810 | -9,513 | -50.44% | Q1 2026 | May 01, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 9,257 | 500 | 0.05% | 0.05% | 1813 | +896 | 10.72% | Q1 2026 | May 08, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 9,261 | 500 | 0.03% | 0.03% | 1812 | -223 | -2.35% | Q1 2026 | Apr 27, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 9,058 | 497 | 0.08% | 0.08% | 1814 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 9,189 | 496 | 0.36% | 0.2% | 1816 | -12,518 | -57.67% | Q1 2026 | Apr 14, 2026 |
| Well Done, LLC | History | Added to | 9,180 | 496 | 0.07% | 0.06% | 1815 | +1,400 | 17.99% | Q1 2026 | Apr 14, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 9,156 | 494 | 0.13% | 0.14% | 1817 | -70 | -0.76% | Q1 2026 | May 12, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 11,814 | 493 | 0.33% | 0.18% | 1819 | +6,380 | 117.41% | Q1 2026 | May 13, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 9,125 | 493 | 0.19% | 0.19% | 1818 | -230 | -2.46% | Q1 2026 | May 12, 2026 |
| Parkwoods Wealth Partners, LLC | History | Reduced | 9,118 | 492 | 0.12% | 0.14% | 1820 | -35 | -0.38% | Q1 2026 | Apr 13, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 9,096 | 491 | 0.42% | 0.5% | 1821 | -341 | -3.61% | Q1 2026 | Apr 27, 2026 |
| GM Advisory Group, LLC | History | Added to | 9,031 | 488 | 0.02% | 0.01% | 1822 | +4,928 | 120.11% | Q1 2026 | Apr 28, 2026 |
| CVA Family Office, LLC | History | Added to | 9,042 | 488 | 0.05% | 0.04% | 1824 | +2,050 | 29.32% | Q1 2026 | Apr 29, 2026 |
| Bank of Marin | History | Added to | 9,043 | 488 | 0.36% | 0.32% | 1823 | +439 | 5.1% | Q1 2026 | May 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 9,024 | 487 | 0.01% | 0.01% | 1826 | +3,867 | 74.99% | Q1 2026 | May 07, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 9,026 | 487 | 0.07% | 0.09% | 1825 | -1,517 | -14.39% | Q1 2026 | Apr 21, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 8,942 | 483 | 0.03% | 0.05% | 1827 | -5,283 | -37.14% | Q1 2026 | May 14, 2026 |
| Probity Advisors, Inc. | History | Reduced | 8,919 | 482 | 0.08% | 0.08% | 1828 | -65 | -0.72% | Q1 2026 | Apr 28, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 8,878 | 479 | 0.31% | 0.19% | 1829 | +3,470 | 64.16% | Q1 2026 | Apr 24, 2026 |
| EJMK Ventures LLC | History | Reduced | 8,851 | 478 | 0.27% | 0.42% | 1830 | -3,992 | -31.08% | Q1 2026 | Apr 24, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 8,835 | 477 | 0.59% | 0.54% | 1832 | +486 | 5.82% | Q1 2026 | May 15, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 7,968 | 477 | 0.03% | 0.03% | 1831 | -344 | -4.14% | Q1 2026 | May 14, 2026 |
| Councilmark Asset Management, LLC | History | No change | 8,840 | 477 | 0.27% | 0.27% | 1833 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Clearstead Trust, LLC | History | Reduced | 8,792 | 475 | 0.08% | 0.09% | 1834 | -1,918 | -17.91% | Q1 2026 | May 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 8,789 | 475 | 0.35% | 0.34% | 1835 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 8,771 | 474 | 0.17% | 0.15% | 1836 | +1,105 | 14.41% | Q1 2026 | Apr 08, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 8,760 | 473 | 0.06% | 0.09% | 1837 | -3,991 | -31.3% | Q1 2026 | Apr 08, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 8,738 | 472 | 0.03% | 0.02% | 1838 | +3,845 | 78.58% | Q1 2026 | May 11, 2026 |
| Great Hill Capital LLC | History | Added to | 8,735 | 472 | 0.03% | 0.03% | 1839 | +3,790 | 76.64% | Q1 2026 | Apr 29, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 8,728 | 471 | 0.06% | 0.05% | 1840 | +529 | 6.45% | Q1 2026 | May 13, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 8,724 | 471 | 0.1% | 0.1% | 1841 | +213 | 2.5% | Q1 2026 | May 15, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 8,691 | 469 | 0.06% | 0.06% | 1843 | -567 | -6.12% | Q1 2026 | Apr 27, 2026 |
| Baldwin Investment Management, LLC | History | No change | 8,688 | 469 | 0.05% | 0.05% | 1842 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 8,666 | 468 | 0.07% | 0.08% | 1844 | -104 | -1.19% | Q1 2026 | May 06, 2026 |
| Mirador Capital Partners LP | History | Reduced | 8,649 | 467 | 0.07% | 0.79% | 1846 | -98,359 | -91.92% | Q1 2026 | Apr 08, 2026 |
| American Capital Advisory, LLC | History | Added to | 8,658 | 467 | 0.19% | 0.17% | 1847 | +1,471 | 20.47% | Q1 2026 | Apr 29, 2026 |
| Curi Capital, LLC | History | Reduced | 8,643 | 467 | 0.01% | 0.01% | 1845 | -396 | -4.38% | Q1 2026 | May 15, 2026 |
| Financial Perspectives, Inc | History | Added to | 8,632 | 466 | 0.13% | 0.12% | 1848 | +140 | 1.65% | Q1 2026 | May 11, 2026 |
| Select Asset Management & Trust | History | Reduced | 8,600 | 465 | 0.15% | 0.23% | 1849 | -5,427 | -38.69% | Q1 2026 | May 14, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 8,606 | 465 | 0.04% | 0.04% | 1851 | -932 | -9.77% | Q1 2026 | May 12, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 8,620 | 465 | 0.22% | 0.21% | 1850 | +71 | 0.83% | Q1 2026 | May 12, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Added to | 8,595 | 464 | 0.24% | 0.2% | 1853 | +1,000 | 13.17% | Q1 2026 | Apr 22, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 8,603 | 464 | 0.02% | 0.02% | 1852 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TriaGen Wealth Management LLC | History | No change | 8,558 | 462 | 0.13% | 0.12% | 1854 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Proactive Wealth Strategies LLC | History | New | 8,509 | 460 | 0.09% | — | 1856 | +8,509 | New | Q1 2026 | Apr 29, 2026 |
| Vawter Financial, Ltd. | History | Added to | 8,516 | 460 | 0.19% | 0.19% | 1855 | +30 | 0.35% | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 8,476 | 458 | 0.01% | 0.01% | 1858 | -3,445 | -28.9% | Q1 2026 | May 05, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Added to | 8,476 | 458 | 0.22% | 0.21% | 1857 | +579 | 7.33% | Q1 2026 | May 15, 2026 |
| Sun Group Wealth Partners | History | New | 8,458 | 457 | 0.36% | — | 1862 | +8,458 | New | Q1 2026 | May 06, 2026 |
| Ridgewood Investments LLC | History | New | 8,457 | 457 | 0.19% | — | 1861 | +8,457 | New | Q1 2026 | Apr 03, 2026 |
| KG Capital Management | History | Reduced | 8,466 | 457 | 0.33% | 0.13% | 1859 | -1,315 | -13.44% | Q1 2026 | Apr 22, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 8,469 | 457 | 0.14% | 0.14% | 1860 | -395 | -4.46% | Q1 2026 | May 12, 2026 |
| St. Clair Advisors, LLC | History | Added to | 8,442 | 456 | 0.12% | 0.11% | 1863 | +717 | 9.28% | Q1 2026 | Apr 23, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 8,418 | 455 | 0.4% | 0.4% | 1864 | -29 | -0.34% | Q1 2026 | May 04, 2026 |
| Forza Wealth Management, LLC | History | Added to | 8,424 | 455 | 0.16% | 0.16% | 1865 | +27 | 0.32% | Q1 2026 | Apr 30, 2026 |
| Sage Investment Counsel LLC | History | Added to | 8,389 | 453 | 0.5% | 0.49% | 1868 | +69 | 0.83% | Q1 2026 | Apr 24, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 8,382 | 453 | 0.16% | 0.18% | 1866 | +52 | 0.62% | Q1 2026 | Apr 21, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 8,383 | 453 | 0.11% | 0.11% | 1867 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | New | 8,373 | 452 | 0.14% | — | 1869 | +8,373 | New | Q1 2026 | May 05, 2026 |
| Horizons Wealth Management | History | Reduced | 8,359 | 451 | 0.3% | 0.31% | 1870 | -380 | -4.35% | Q1 2026 | Apr 02, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 8,333 | 450 | 0.02% | 0.02% | 1871 | -2,691 | -24.41% | Q1 2026 | Apr 21, 2026 |
| FIRST NATIONAL TRUST CO | History | New | 8,258 | 446 | 0.02% | — | 1872 | +8,258 | New | Q1 2026 | May 07, 2026 |
| Charis Legacy Partners, LLC | History | Reduced | 8,216 | 444 | 0.65% | 0.66% | 1873 | -135 | -1.62% | Q1 2026 | Apr 07, 2026 |
| GAMMA Investing LLC | History | Reduced | 8,194 | 442 | 0.02% | 0.02% | 1875 | -228 | -2.71% | Q1 2026 | Apr 06, 2026 |
| Smith Salley Wealth Management | History | No change | 8,192 | 442 | 0.02% | 0.02% | 1874 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Mendel Money Management | History | Added to | 8,157 | 440 | 0.18% | 0.1% | 1876 | +3,802 | 87.3% | Q1 2026 | May 04, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Added to | 8,133 | 439 | 1.37% | 1.14% | 1877 | +1,136 | 16.24% | Q1 2026 | May 08, 2026 |
| Advisor Resource Council | History | Reduced | 8,113 | 438 | 0.14% | 0.65% | 1878 | -24,040 | -74.77% | Q1 2026 | May 07, 2026 |
| S.A. Mason LLC | History | Added to | 8,078 | 436 | 0.16% | 0.1% | 1879 | +3,358 | 71.14% | Q1 2026 | Apr 27, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 8,077 | 436 | 0.09% | 0.14% | 1880 | -2,837 | -25.99% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 8,034 | 434 | 0.11% | 0.11% | 1881 | -95 | -1.17% | Q1 2026 | Apr 08, 2026 |
| Ketron Financial | History | Reduced | 8,046 | 434 | 0.16% | 0.14% | 1882 | -24 | -0.3% | Q1 2026 | Apr 21, 2026 |
| Benchmark Financial, LLC | History | Added to | 8,025 | 433 | 0.39% | 0.36% | 1887 | +1,315 | 19.6% | Q1 2026 | Apr 21, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 7,377 | 433 | 0.14% | 0.14% | 1885 | +61 | 0.83% | Q1 2026 | May 12, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 8,017 | 433 | 0.02% | 0.02% | 1883 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 8,020 | 433 | 0.04% | 0.03% | 1884 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Uptown Financial Advisors LLC | History | No change | 8,026 | 433 | 0.34% | 0.31% | 1886 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 7,997 | 432 | 0.04% | 0.04% | 1888 | -176 | -2.15% | Q1 2026 | Apr 24, 2026 |
| Brown Financial Advisory | History | New | 7,990 | 431 | 0.21% | — | 1890 | +7,990 | New | Q1 2026 | Apr 24, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 7,981 | 431 | 0.27% | 0.23% | 1889 | +783 | 10.88% | Q1 2026 | Apr 16, 2026 |
| Safe Harbor Family Capital, LLC | History | Reduced | 7,952 | 429 | 0.34% | 0.42% | 1892 | -1,025 | -11.42% | Q1 2026 | May 12, 2026 |
| ABLE Financial Group, LLC | History | No change | 7,938 | 429 | 0.08% | 0.09% | 1891 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 7,965 | 428 | 0.14% | 0.14% | 1893 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 7,902 | 427 | 0.18% | 0.19% | 1895 | -1,086 | -12.08% | Q1 2026 | Apr 08, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 7,904 | 427 | 0.12% | 0.13% | 1894 | -650 | -7.6% | Q1 2026 | May 13, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 7,876 | 425 | 0.12% | 0.2% | 1896 | -5,492 | -41.08% | Q1 2026 | May 07, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 7,864 | 425 | 0.2% | 0.18% | 1897 | -10 | -0.13% | Q1 2026 | May 04, 2026 |
| Briggs Wealth Management, Inc | History | New | 7,827 | 423 | 0.45% | — | 1900 | +7,827 | New | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Added to | 7,833 | 423 | 0.01% | 0.01% | 1899 | +114 | 1.48% | Q1 2026 | May 12, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 7,818 | 423 | 0.01% | 0.01% | 1898 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Belleair Asset Management, LLC | History | Reduced | 7,826 | 422 | 0.38% | 0.43% | 1902 | -500 | -6.01% | Q1 2026 | Apr 15, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 7,826 | 422 | 0.24% | 0.24% | 1901 | -6 | -0.08% | Q1 2026 | Apr 10, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 7,784 | 420 | 0.27% | 0.23% | 1904 | +939 | 13.72% | Q1 2026 | May 13, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 7,787 | 420 | 0.29% | 0.31% | 1906 | -405 | -4.94% | Q1 2026 | May 14, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 7,787 | 420 | 0.12% | 0.12% | 1903 | -30 | -0.38% | Q1 2026 | Apr 30, 2026 |
| Intergy Private Wealth, LLC | History | No change | 7,775 | 420 | 0.12% | 0.13% | 1905 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Stelac Advisory Services LLC | History | New | 7,770 | 419 | 0.08% | — | 1908 | +7,770 | New | Q1 2026 | May 08, 2026 |
| Fiduciary Alliance LLC | History | Added to | 7,228 | 419 | 0.03% | 0.02% | 1907 | +1,290 | 21.72% | Q1 2026 | Apr 20, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Reduced | 7,737 | 418 | 0.02% | 0.03% | 1909 | -3,189 | -29.19% | Q1 2026 | Apr 13, 2026 |
| Montis Financial, LLC | History | Added to | 7,750 | 418 | 0.09% | 0.07% | 1911 | +1,396 | 21.97% | Q1 2026 | May 11, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 7,737 | 418 | 0.09% | 0.08% | 1910 | +369 | 5.01% | Q1 2026 | Apr 24, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 7,727 | 417 | 0.03% | 0.02% | 1912 | +2,297 | 42.3% | Q1 2026 | Apr 21, 2026 |
| Clearwave Capital, LLC | History | Added to | 7,727 | 417 | 0.29% | 0.28% | 1913 | +729 | 10.42% | Q1 2026 | Apr 29, 2026 |
| PINNEY & SCOFIELD, INC. | History | Reduced | 7,700 | 416 | 0.22% | 0.25% | 1914 | -435 | -5.35% | Q1 2026 | May 15, 2026 |
| Capital Squared Financial LLC | History | New | 7,682 | 415 | 0.32% | — | 1918 | +7,682 | New | Q1 2026 | May 01, 2026 |
| SMH CAPITAL ADVISORS INC | History | Reduced | 415 | 415 | 1.26% | 0.84% | 1916 | -7,271 | -94.6% | Q1 2026 | Apr 10, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 7,691 | 415 | 0.11% | 0.11% | 1917 | -36 | -0.47% | Q1 2026 | May 05, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Reduced | 7,695 | 415 | 0.02% | 0.02% | 1915 | -5 | -0.06% | Q1 2026 | Apr 17, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 7,624 | 412 | 0.34% | 0.33% | 1921 | +435 | 6.05% | Q1 2026 | Apr 14, 2026 |
| Inlight Wealth Management, LLC | History | Reduced | 69,987 | 412 | 0.15% | 0.15% | 1919 | -113 | -0.16% | Q1 2026 | May 04, 2026 |
| Fee-Only Financial Planning, L.C. | History | No change | 7,640 | 412 | 0.25% | 0.24% | 1920 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| OFS Enterprise LLC | History | New | 7,619 | 411 | 0.12% | — | 1926 | +7,619 | New | Q1 2026 | Apr 09, 2026 |
| Clarendon Private LLC | History | Added to | 7,609 | 411 | 0.32% | 0.28% | 1924 | +1,350 | 21.57% | Q1 2026 | May 11, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 7,607 | 411 | 0.02% | 0.03% | 1922 | -756 | -9.04% | Q1 2026 | May 14, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Added to | 7,608 | 411 | 0.13% | 0.13% | 1923 | +50 | 0.66% | Q1 2026 | Apr 14, 2026 |
| BWM Planning, LLC | History | No change | 7,607 | 411 | 0.11% | 0.11% | 1925 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Destination Wealth Management | History | New | 7,600 | 410 | 0.01% | — | 1928 | +7,600 | New | Q1 2026 | May 15, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 7,600 | 410 | 0.13% | 0.08% | 1927 | +2,600 | 52.0% | Q1 2026 | Apr 23, 2026 |
| Integris Wealth Management, LLC | History | No change | 7,573 | 409 | 0.09% | 0.09% | 1929 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Oldfather Financial Services, LLC | History | No change | 7,619 | 409 | 0.12% | 0.12% | 1930 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 7,506 | 405 | 0.17% | 0.17% | 1933 | +691 | 10.14% | Q1 2026 | Apr 17, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 7,500 | 405 | 0.33% | 0.31% | 1931 | +452 | 6.41% | Q1 2026 | May 15, 2026 |
| TPG Advisors LLC | History | Added to | 7,508 | 405 | 0.25% | 0.24% | 1932 | +396 | 5.57% | Q1 2026 | Apr 22, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Reduced | 7,469 | 403 | 0.0% | 0.04% | 1934 | -53,092 | -87.67% | Q1 2026 | May 14, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 7,460 | 403 | 0.01% | 0.01% | 1935 | -71 | -0.94% | Q1 2026 | May 14, 2026 |
| Norway Savings Bank | History | Reduced | 7,447 | 402 | 0.19% | 0.19% | 1937 | -240 | -3.12% | Q1 2026 | Apr 20, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 7,479 | 402 | 0.06% | 0.06% | 1936 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DKM Wealth Management, Inc. | History | No change | 7,446 | 402 | 0.29% | 0.3% | 1938 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LCM Capital Management Inc | History | Added to | 7,427 | 401 | 0.2% | 0.19% | 1940 | +133 | 1.82% | Q1 2026 | Apr 21, 2026 |
| VeraBank, N.A. | History | Added to | 7,430 | 401 | 0.07% | 0.07% | 1939 | +35 | 0.47% | Q1 2026 | May 11, 2026 |
| Apollon Financial, LLC | History | Added to | 7,415 | 400 | 0.06% | 0.05% | 1941 | +1,229 | 19.87% | Q1 2026 | Apr 22, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 7,395 | 399 | 0.29% | 0.18% | 1944 | +2,640 | 55.52% | Q1 2026 | May 07, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 7,399 | 399 | 0.05% | 0.06% | 1942 | -35 | -0.47% | Q1 2026 | Apr 17, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 7,393 | 399 | 0.07% | 0.07% | 1943 | +30 | 0.41% | Q1 2026 | Apr 29, 2026 |
| Advisors Capital Management, LLC | History | Added to | 7,361 | 397 | 0.0% | 0.0% | 1945 | +815 | 12.45% | Q1 2026 | May 01, 2026 |
| McIlrath & Eck, LLC | History | Added to | 7,352 | 397 | 0.03% | 0.04% | 1946 | +212 | 2.97% | Q1 2026 | May 19, 2026 |
| Independent Wealth Network Inc. | History | Added to | 7,308 | 394 | 0.12% | 0.11% | 1947 | +760 | 11.61% | Q1 2026 | Apr 20, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 7,287 | 393 | 0.14% | 0.21% | 1948 | -4,117 | -36.1% | Q1 2026 | May 12, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 7,258 | 392 | 0.13% | 0.13% | 1949 | -42 | -0.58% | Q1 2026 | May 13, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 7,242 | 391 | 0.04% | 0.04% | 1950 | -508 | -6.55% | Q1 2026 | Apr 16, 2026 |
| Accel Wealth Management | History | Reduced | 7,249 | 391 | 0.1% | 0.11% | 1951 | -492 | -6.36% | Q1 2026 | Apr 08, 2026 |
| Financial Alternatives, Inc | History | No change | 7,239 | 391 | 0.21% | 0.23% | 1952 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 7,206 | 389 | 0.17% | 0.16% | 1953 | +486 | 7.23% | Q1 2026 | May 01, 2026 |
| Granite Bay Wealth Management, LLC | History | New | 7,158 | 386 | 0.08% | — | 1954 | +7,158 | New | Q1 2026 | May 01, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 7,130 | 385 | 0.06% | 0.07% | 1957 | -1,025 | -12.57% | Q1 2026 | May 04, 2026 |
| Wealth Management Nebraska | History | Reduced | 7,129 | 385 | 0.04% | 0.04% | 1958 | -39 | -0.54% | Q1 2026 | May 15, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 7,140 | 385 | 0.11% | 0.11% | 1956 | +28 | 0.39% | Q1 2026 | Apr 23, 2026 |
| Livet Wealth, LLC | History | Reduced | 7,138 | 385 | 0.24% | 0.24% | 1959 | -28 | -0.39% | Q1 2026 | Apr 24, 2026 |
| LCNB CORP | History | No change | 7,134 | 385 | 0.13% | 0.13% | 1955 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 7,115 | 384 | 0.19% | 0.14% | 1960 | +2,033 | 40.0% | Q1 2026 | Apr 15, 2026 |
| Matisse Capital | History | No change | 7,107 | 384 | 0.16% | 0.17% | 1961 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cedarwood Wealth LLC | History | Reduced | 7,068 | 382 | 0.39% | 0.46% | 1963 | -160 | -2.21% | Q1 2026 | May 05, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 7,084 | 382 | 0.02% | 0.03% | 1962 | -92 | -1.28% | Q1 2026 | Apr 16, 2026 |
| Torrey Growth & Income Advisors | History | Reduced | 6,046 | 381 | 0.16% | 0.18% | 1965 | -3,652 | -37.66% | Q1 2026 | Apr 21, 2026 |
| Lodestone Wealth Management LLC | History | No change | 7,054 | 381 | 0.15% | 0.15% | 1964 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Robinhood Asset Management, LLC | History | Reduced | 6,995 | 378 | 0.03% | 0.03% | 1966 | -315 | -4.31% | Q1 2026 | Apr 13, 2026 |
| Capital Planning LLC | History | Reduced | 6,955 | 375 | 0.12% | 0.12% | 1967 | -716 | -9.33% | Q1 2026 | Apr 29, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 6,930 | 374 | 0.26% | 0.22% | 1968 | +901 | 14.94% | Q1 2026 | May 08, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 6,899 | 374 | 0.3% | 0.33% | 1969 | -275 | -3.83% | Q1 2026 | Apr 08, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 6,883 | 372 | 0.09% | 0.09% | 1970 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mystic Asset Management, Inc. | History | Added to | 6,881 | 371 | 0.09% | 0.07% | 1971 | +1,000 | 17.0% | Q1 2026 | May 08, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 6,855 | 370 | 0.08% | 0.11% | 1972 | -2,396 | -25.9% | Q1 2026 | May 13, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 6,820 | 368 | 0.09% | 0.1% | 1975 | -1,500 | -18.03% | Q1 2026 | Apr 16, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 6,822 | 368 | 0.18% | 0.14% | 1976 | +1,445 | 26.87% | Q1 2026 | Apr 16, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 6,815 | 368 | 0.15% | 0.16% | 1973 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 6,810 | 368 | 0.04% | 0.04% | 1974 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Millstone Evans Group, LLC | History | Added to | 6,796 | 367 | 0.22% | 0.19% | 1978 | +769 | 12.76% | Q1 2026 | Apr 30, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 7,005 | 367 | 0.06% | 0.06% | 1977 | -218 | -3.02% | Q1 2026 | May 07, 2026 |
| First Financial Bank - Trust Division | History | Added to | 6,780 | 366 | 0.03% | 0.03% | 1979 | +7 | 0.1% | Q1 2026 | Apr 01, 2026 |
| Rubicon Advisors, GP | History | No change | 6,732 | 363 | 0.32% | 0.33% | 1980 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 6,715 | 362 | 0.21% | 0.29% | 1981 | -4,824 | -41.81% | Q1 2026 | Apr 14, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Added to | 6,671 | 361 | 0.05% | 0.04% | 1982 | +376 | 5.97% | Q1 2026 | May 15, 2026 |
| SlateStone Wealth, LLC | History | No change | 6,688 | 361 | 0.03% | 0.03% | 1983 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 6,639 | 358 | 0.06% | 0.07% | 1985 | -74 | -1.1% | Q1 2026 | Apr 15, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Added to | 6,640 | 358 | 0.27% | 0.27% | 1986 | +71 | 1.08% | Q1 2026 | Apr 24, 2026 |
| Legacy Financial Group LLC | History | No change | 6,633 | 358 | 0.05% | 0.05% | 1984 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RAM Investment Partners, LLC | History | Reduced | 6,604 | 356 | 0.06% | 0.06% | 1987 | -7 | -0.11% | Q1 2026 | May 04, 2026 |
| RDA Financial Network | History | Reduced | 6,534 | 353 | 0.09% | 0.08% | 1989 | -8 | -0.12% | Q1 2026 | Apr 08, 2026 |
| First PREMIER Bank | History | Added to | 6,525 | 353 | 0.08% | 0.08% | 1988 | +5 | 0.08% | Q1 2026 | Apr 20, 2026 |
| Sankala Group LLC | History | No change | 6,697 | 353 | 0.29% | 0.31% | 1990 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| True Vision MN LLC | History | Reduced | 6,526 | 352 | 0.18% | 0.35% | 1991 | -6,375 | -49.41% | Q1 2026 | Apr 16, 2026 |
| GFS Advisors, LLC | History | Reduced | 3,958 | 351 | 0.04% | 3.16% | 1992 | -490,660 | -99.2% | Q1 2026 | Apr 30, 2026 |
| GREENWOOD GEARHART LLC | History | New | 6,512 | 351 | 0.02% | — | 1993 | +6,512 | New | Q1 2026 | May 06, 2026 |
| LIBRA WEALTH LLC | History | Reduced | 6,489 | 350 | 0.1% | 0.11% | 1995 | -844 | -11.51% | Q1 2026 | Apr 28, 2026 |
| Alexander Randolph Advisory, Inc. | History | No change | 6,483 | 350 | 0.3% | 0.29% | 1994 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 6,472 | 349 | 0.02% | 0.02% | 1996 | +225 | 3.6% | Q1 2026 | May 11, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 6,461 | 349 | 0.26% | 0.26% | 1997 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | Added to | 6,451 | 348 | 0.21% | 0.19% | 1998 | +1,043 | 19.29% | Q1 2026 | May 15, 2026 |
| Stanley-Laman Group, Ltd. | History | New | 6,390 | 345 | 0.04% | — | 2001 | +6,390 | New | Q1 2026 | Apr 16, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 6,400 | 345 | 0.0% | 0.0% | 1999 | +3,100 | 93.94% | Q1 2026 | May 11, 2026 |