VANGUARD INDEX FUNDS - VXF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,245,346 | 873,692 | 0.23% | 0.19% | 1 | +1,209,348 | 39.83% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 4,224,056 | 869,311 | 0.05% | 0.05% | 2 | +287,592 | 7.31% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 3,318,175 | 682,880 | 1.5% | 1.59% | 3 | -76,921 | -2.27% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,254,629 | 464,002 | 0.03% | 0.03% | 4 | +370,713 | 19.68% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,404,888 | 289,125 | 0.53% | 0.93% | 5 | +11,171 | 0.8% | Q1 2026 | May 01, 2026 |
| VANGUARD GROUP INC | History | No change | 1,381,682 | 288,936 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,340,917 | 275,960 | 0.41% | 0.39% | 7 | +127,911 | 10.54% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,326,360 | 272,964 | 1.07% | — | 8 | +1,326,360 | New | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Added to | 1,282,644 | 263,968 | 0.54% | 0.52% | 9 | +59,568 | 4.87% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 1,137,537 | 234,105 | 0.16% | 0.07% | 10 | +641,434 | 129.29% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,073,521 | 220,931 | 0.04% | 0.03% | 11 | +95,595 | 9.78% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 1,014,827 | 208,851 | 0.06% | 0.06% | 12 | -16,240 | -1.58% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | Added to | 947,692 | 195,040 | 0.28% | 0.25% | 13 | +135,862 | 16.74% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 901,751 | 185,809 | 0.21% | 0.22% | 14 | -18,260 | -1.98% | Q1 2026 | May 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 830,772 | 170,972 | 11.06% | 10.12% | 15 | +66,200 | 8.66% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 823,550 | 169,486 | 1.33% | 1.39% | 16 | -11,541 | -1.38% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 819,871 | 168,729 | 0.03% | 0.03% | 17 | +40,241 | 5.16% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 747,954 | 153,929 | 0.05% | 0.05% | 18 | -26,071 | -3.37% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 745,338 | 153,391 | 0.19% | 0.21% | 19 | -95,077 | -11.31% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 648,820 | 135,681 | 4.59% | 4.59% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 663,735 | 133,429 | 0.06% | 0.03% | 21 | +390,518 | 142.93% | Q1 2026 | May 15, 2026 |
| Gleason Group, Inc. | History | Added to | 634,181 | 130,514 | 12.93% | 12.47% | 22 | +26,029 | 4.28% | Q1 2026 | May 04, 2026 |
| NEPC LLC | History | No change | 626,535 | 128,940 | 2.57% | 2.79% | 23 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 604,209 | 124,346 | 0.02% | 0.02% | 24 | -42,093 | -6.51% | Q1 2026 | May 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 583,386 | 120,060 | 2.49% | 2.3% | 25 | +66,011 | 12.76% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 521,046 | 107,231 | 0.01% | 0.0% | 26 | +516,982 | 12721.01% | Q1 2026 | May 12, 2026 |
| Kestra Investment Management, LLC | History | New | 508,333 | 104,618 | 1.8% | — | 27 | +508,333 | New | Q1 2026 | May 11, 2026 |
| Diversified Trust Co | History | Added to | 506,078 | 104,150 | 1.93% | 1.94% | 28 | +2,962 | 0.59% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 427,043 | 87,885 | 0.23% | 0.24% | 29 | -4,824 | -1.12% | Q1 2026 | Apr 30, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 383,095 | 78,841 | 0.11% | 0.07% | 30 | +148,884 | 63.57% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 366,330 | 75,390 | 0.86% | 0.87% | 31 | -1,254 | -0.34% | Q1 2026 | Apr 28, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 351,937 | 72,428 | 5.62% | 5.71% | 32 | -6,125 | -1.71% | Q1 2026 | Apr 24, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 348,657 | 71,753 | 7.73% | 7.4% | 33 | -214 | -0.06% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 340,577 | 70,129 | 0.1% | 0.11% | 34 | -8,979 | -2.57% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 340,150 | 70,007 | 0.02% | 0.02% | 35 | +3,021 | 0.9% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 329,623 | 67,834 | 0.12% | 0.13% | 36 | +12,673 | 4.0% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 311,752 | 64,158 | 0.04% | 0.04% | 37 | +5,219 | 1.7% | Q1 2026 | May 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 300,848 | 62,913 | 0.02% | 0.02% | 38 | +24,178 | 8.74% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 262,048 | 53,929 | 0.06% | 0.06% | 39 | +11,383 | 4.54% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 261,338 | 53,783 | 0.03% | 0.03% | 40 | -10,793 | -3.97% | Q1 2026 | May 12, 2026 |
| Tenon Financial LLC | History | Added to | 251,213 | 51,699 | 20.31% | 20.16% | 41 | +22,532 | 9.85% | Q1 2026 | Apr 21, 2026 |
| CITIGROUP INC | History | Reduced | 246,108 | 50,649 | 0.02% | 0.03% | 42 | -95,774 | -28.01% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 241,233 | 49,645 | 0.09% | 0.09% | 43 | +4,353 | 1.84% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 233,865 | 48,079 | 0.06% | — | 44 | +233,865 | New | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 230,938 | 47,516 | 0.06% | 0.06% | 45 | +1,079 | 0.47% | Q1 2026 | May 13, 2026 |
| Vanguard National Trust Co | History | New | 226,755 | 46,666 | 2.94% | — | 46 | +226,755 | New | Q1 2026 | May 08, 2026 |
| GeoWealth Management, LLC | History | Added to | 226,382 | 46,589 | 1.68% | 1.7% | 47 | +5,298 | 2.4% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 220,424 | 45,363 | 0.52% | 0.56% | 48 | -16,193 | -6.84% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 213,068 | 43,849 | 0.06% | 0.07% | 49 | -23,596 | -9.97% | Q1 2026 | Apr 27, 2026 |
| James J. Burns & Company, LLC | History | Added to | 204,556 | 42,097 | 5.71% | 5.79% | 50 | +3,765 | 1.88% | Q1 2026 | Apr 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 203,511 | 41,817 | 0.08% | 0.07% | 51 | +20,536 | 11.22% | Q1 2026 | May 01, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Reduced | 202,679 | 41,711 | 14.01% | 13.91% | 52 | -735 | -0.36% | Q1 2026 | Apr 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 201,831 | 41,536 | 0.38% | 0.13% | 53 | +154,108 | 322.92% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 201,363 | 41,440 | 0.0% | 0.02% | 54 | -433,992 | -68.31% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 191,588 | 39,428 | 0.49% | 0.53% | 55 | -4,713 | -2.4% | Q1 2026 | May 08, 2026 |
| MAYPORT, LLC | History | Added to | 182,970 | 37,655 | 7.0% | 7.33% | 56 | +8,935 | 5.13% | Q1 2026 | Apr 21, 2026 |
| HCR Wealth Advisors | History | Added to | 181,857 | 37,426 | 3.88% | 3.69% | 57 | +3,741 | 2.1% | Q1 2026 | Apr 21, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 185,342 | 37,253 | 3.71% | 4.23% | 58 | -22,475 | -10.81% | Q1 2026 | May 12, 2026 |
| LINCOLN NATIONAL CORP | History | Reduced | 168,810 | 34,741 | 1.01% | 1.04% | 59 | -1,794 | -1.05% | Q1 2026 | May 04, 2026 |
| Legacy Private Trust Co. | History | Reduced | 168,416 | 34,660 | 2.13% | 2.13% | 60 | -4,841 | -2.79% | Q1 2026 | Apr 07, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 168,307 | 34,637 | 0.17% | 0.05% | 61 | +118,747 | 239.6% | Q1 2026 | May 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 165,000 | 33,957 | 3.23% | 3.24% | 62 | +4,180 | 2.6% | Q1 2026 | Apr 09, 2026 |
| Valmark Advisers, Inc. | History | Added to | 147,152 | 30,283 | 0.36% | 0.36% | 63 | +6,226 | 4.42% | Q1 2026 | May 01, 2026 |
| SlateStone Wealth, LLC | History | Added to | 145,606 | 29,966 | 2.47% | 2.34% | 64 | +11,620 | 8.67% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 144,050 | 29,645 | 0.3% | 0.31% | 65 | -124 | -0.09% | Q1 2026 | Apr 13, 2026 |
| Firestone Capital Management | History | Added to | 138,619 | 28,527 | 5.94% | 6.11% | 66 | +808 | 0.59% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 135,801 | 27,948 | 0.09% | 0.09% | 67 | -14,056 | -9.38% | Q1 2026 | May 13, 2026 |
| FC Advisory LLC | History | Added to | 134,920 | 27,766 | 8.11% | 7.93% | 68 | +2,869 | 2.17% | Q1 2026 | Apr 14, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 131,719 | 27,107 | 5.68% | 5.98% | 69 | +2,683 | 2.08% | Q1 2026 | Apr 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 121,490 | 25,002 | 0.28% | 0.02% | 70 | +114,776 | 1709.5% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 121,111 | 24,924 | 2.88% | 3.14% | 71 | +480 | 0.4% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 118,093 | 24,695 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 119,471 | 24,587 | 6.77% | 6.51% | 73 | +12,591 | 11.78% | Q1 2026 | Apr 23, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 117,636 | 24,209 | 6.68% | 6.57% | 74 | +4,976 | 4.42% | Q1 2026 | Apr 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 116,644 | 24,006 | 0.02% | 0.02% | 75 | +2,350 | 2.06% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 115,749 | 23,821 | 0.55% | — | 76 | +115,749 | New | Q1 2026 | Apr 27, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 111,836 | 23,015 | 3.22% | 2.97% | 77 | +5,181 | 4.86% | Q1 2026 | Apr 13, 2026 |
| Continuum Advisory, LLC | History | Added to | 108,599 | 22,349 | 2.14% | 2.23% | 78 | +2,078 | 1.95% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 108,244 | 22,276 | 0.06% | 0.07% | 79 | -35,486 | -24.69% | Q1 2026 | May 04, 2026 |
| Independent Advisor Alliance | History | New | 104,714 | 21,550 | 0.23% | — | 80 | +104,714 | New | Q1 2026 | May 12, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 101,704 | 20,945 | 1.45% | 1.63% | 81 | +11,692 | 12.99% | Q1 2026 | May 18, 2026 |
| BlackRock, Inc. | History | Added to | 99,500 | 20,477 | 0.0% | 0.0% | 82 | +9,477 | 10.53% | Q1 2026 | May 13, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 98,456 | 20,262 | 1.66% | 1.61% | 83 | +7,848 | 8.66% | Q1 2026 | Apr 13, 2026 |
| Fairway Wealth LLC | History | Added to | 93,344 | 19,205 | 5.07% | 5.09% | 84 | +3,139 | 3.48% | Q1 2026 | Apr 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 91,725 | 18,877 | 0.09% | 0.09% | 85 | +203 | 0.22% | Q1 2026 | Apr 24, 2026 |
| BROWN ADVISORY INC | History | Reduced | 90,839 | 18,694 | 0.03% | 0.03% | 86 | -2,794 | -2.98% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 90,065 | 18,535 | 0.0% | 0.0% | 87 | +5,432 | 6.42% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 84,939 | 17,480 | 0.1% | 0.54% | 88 | -653,603 | -88.5% | Q1 2026 | Apr 29, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 84,225 | 17,333 | 1.3% | 1.24% | 89 | +4,308 | 5.39% | Q1 2026 | May 04, 2026 |
| BESSEMER GROUP INC | History | Reduced | 81,180 | 16,707 | 0.03% | 0.03% | 90 | -3,351 | -3.96% | Q1 2026 | May 06, 2026 |
| Keel Point, LLC | History | No change | 79,547 | 16,634 | 1.0% | 1.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 80,792 | 16,627 | 4.99% | 4.97% | 92 | +3,714 | 4.82% | Q1 2026 | Apr 21, 2026 |
| Prime Buchholz LLC | History | Added to | 80,119 | 16,488 | 8.62% | 5.61% | 93 | +34,909 | 77.22% | Q1 2026 | May 14, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 80,021 | 16,468 | 2.43% | 0.04% | 94 | +78,778 | 6337.73% | Q1 2026 | Apr 16, 2026 |
| Summit Wealth Group, LLC | History | Added to | 79,809 | 16,424 | 3.77% | 3.83% | 95 | +1,314 | 1.67% | Q1 2026 | May 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 78,357 | 16,125 | 0.05% | 0.07% | 96 | -39,413 | -33.47% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 75,572 | 15,553 | 0.02% | 0.02% | 97 | +7,928 | 11.72% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 75,457 | 15,528 | 0.23% | 0.24% | 98 | +1,823 | 2.48% | Q1 2026 | May 13, 2026 |
| Procyon Advisors, LLC | History | Added to | 73,386 | 15,102 | 0.74% | 0.67% | 99 | +8,461 | 13.03% | Q1 2026 | May 04, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 73,155 | 15,055 | 1.0% | 0.88% | 100 | +6,904 | 10.42% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 73,108 | 15,045 | 0.08% | 0.08% | 101 | +6,937 | 10.48% | Q1 2026 | May 08, 2026 |
| Asio Capital, LLC | History | Added to | 72,334 | 14,886 | 2.09% | 2.02% | 102 | +3,784 | 5.52% | Q1 2026 | Apr 15, 2026 |
| Affiance Financial, LLC | History | Reduced | 70,713 | 14,552 | 2.36% | 2.71% | 103 | -9,981 | -12.37% | Q1 2026 | Apr 14, 2026 |
| Applied Capital LLC | History | Added to | 69,671 | 14,338 | 5.35% | 5.36% | 104 | +3,103 | 4.66% | Q1 2026 | Apr 22, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 68,881 | 14,175 | 2.09% | 2.11% | 105 | +12 | 0.02% | Q1 2026 | Apr 21, 2026 |
| Brooklyn Investment Group | History | Added to | 68,277 | 14,051 | 0.44% | 0.38% | 106 | +29,289 | 75.12% | Q1 2026 | Apr 29, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 68,273 | 14,050 | 8.16% | 8.46% | 107 | +2,319 | 3.52% | Q1 2026 | May 12, 2026 |
| BRIGHTON SECURITIES CORP. | History | Reduced | 68,263 | 14,048 | 6.77% | 7.12% | 108 | -740 | -1.07% | Q1 2026 | Apr 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 67,691 | 13,930 | 0.07% | 0.05% | 109 | +35,996 | 113.57% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 66,000 | 13,582 | 0.01% | 0.01% | 110 | +3,576 | 5.73% | Q1 2026 | May 15, 2026 |
| West Financial Advisors, LLC | History | Added to | 64,060 | 13,183 | 2.24% | 2.23% | 111 | +921 | 1.46% | Q1 2026 | Apr 08, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 64,024 | 13,176 | 0.08% | 0.1% | 112 | -16,619 | -20.61% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 61,597 | 12,676 | 0.05% | 0.05% | 113 | +2,033 | 3.41% | Q1 2026 | Apr 30, 2026 |
| Great Diamond Partners, LLC | History | Added to | 61,526 | 12,662 | 2.44% | 2.45% | 114 | +648 | 1.06% | Q1 2026 | May 12, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 60,702 | 12,492 | 0.56% | 0.56% | 115 | -3,519 | -5.48% | Q1 2026 | May 11, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 60,454 | 12,441 | 0.73% | 0.75% | 116 | -1,183 | -1.92% | Q1 2026 | Apr 20, 2026 |
| Ballentine Partners, LLC | History | Reduced | 60,431 | 12,436 | 0.17% | 0.18% | 117 | -313 | -0.52% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 59,904 | 12,328 | 0.0% | 0.0% | 118 | +19,006 | 46.47% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 59,209 | 12,185 | 0.0% | 0.0% | 119 | +839 | 1.44% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 58,028 | 11,942 | 0.03% | 0.03% | 120 | -419 | -0.72% | Q1 2026 | May 14, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 56,677 | 11,664 | 5.92% | 5.92% | 121 | +3,681 | 6.95% | Q1 2026 | May 15, 2026 |
| Fiduciary Group, LLC | History | Reduced | 54,769 | 11,271 | 0.96% | 0.97% | 122 | -692 | -1.25% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Added to | 54,685 | 11,254 | 0.18% | 0.16% | 123 | +7,171 | 15.09% | Q1 2026 | Apr 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 54,032 | 11,119 | 0.24% | 0.23% | 124 | +1,634 | 3.12% | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 54,809 | 10,904 | 0.0% | 0.0% | 125 | -15 | -0.03% | Q1 2026 | May 13, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 51,591 | 10,617 | 4.0% | 4.06% | 126 | +148 | 0.29% | Q1 2026 | Apr 22, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 51,574 | 10,614 | 0.34% | 0.12% | 127 | +33,375 | 183.39% | Q1 2026 | May 15, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Reduced | 50,963 | 10,488 | 1.23% | 2.97% | 128 | -173,180 | -77.26% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 48,848 | 10,052 | 0.02% | 0.02% | 129 | +74 | 0.15% | Q1 2026 | May 14, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | Added to | 48,453 | 9,971 | 10.85% | 12.47% | 130 | +1,885 | 4.05% | Q1 2026 | May 15, 2026 |
| Plancorp, LLC | History | Added to | 46,202 | 9,887 | 0.28% | 0.27% | 131 | +3,481 | 8.15% | Q1 2026 | Apr 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 48,028 | 9,884 | 0.6% | 0.61% | 132 | +1,253 | 2.68% | Q1 2026 | Apr 23, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 46,258 | 9,519 | 0.14% | 0.16% | 133 | -98 | -0.21% | Q1 2026 | Apr 10, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 42,610 | 8,913 | 1.47% | 1.99% | 134 | -9,989 | -18.99% | Q1 2026 | Apr 07, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Reduced | 43,300 | 8,911 | 5.54% | 5.73% | 135 | -292 | -0.67% | Q1 2026 | Apr 21, 2026 |
| LAM GROUP, INC. | History | Reduced | 42,935 | 8,836 | 4.86% | 5.19% | 136 | -475 | -1.09% | Q1 2026 | Apr 22, 2026 |
| Advisor OS, LLC | History | Added to | 42,722 | 8,792 | 0.64% | 0.7% | 137 | +990 | 2.37% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Reduced | 42,623 | 8,771 | 0.05% | 0.05% | 138 | -516 | -1.2% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 42,444 | 8,734 | 0.14% | 0.14% | 139 | +5,108 | 13.68% | Q1 2026 | May 04, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 42,163 | 8,670 | 0.65% | 0.41% | 140 | +9,957 | 30.92% | Q1 2026 | May 20, 2026 |
| Jessup Wealth Management, Inc | History | Added to | 42,005 | 8,644 | 3.15% | 2.88% | 141 | +418 | 1.01% | Q1 2026 | May 15, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 41,661 | 8,573 | 7.36% | 8.2% | 142 | -7,611 | -15.45% | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | Added to | 41,117 | 8,461 | 0.03% | 0.03% | 143 | +999 | 2.49% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Reduced | 41,063 | 8,450 | 0.18% | 0.18% | 144 | -456 | -1.1% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 40,176 | 8,268 | 0.0% | 0.0% | 145 | +386 | 0.97% | Q1 2026 | May 08, 2026 |
| TD Capital Management LLC | History | Reduced | 39,586 | 8,146 | 0.73% | 0.75% | 146 | -858 | -2.12% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 39,356 | 8,099 | 0.11% | 0.01% | 147 | +36,311 | 1192.48% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 39,043 | 8,035 | 0.0% | 0.0% | 148 | +16,632 | 74.21% | Q1 2026 | May 15, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 38,295 | 7,881 | 2.35% | 2.42% | 149 | -179 | -0.47% | Q1 2026 | May 05, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 37,527 | 7,879 | 2.06% | 2.14% | 150 | +616 | 1.67% | Q1 2026 | May 01, 2026 |
| Clarius Group, LLC | History | No change | 37,255 | 7,790 | 0.44% | 0.44% | 151 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 37,433 | 7,703 | 1.08% | 1.16% | 152 | -1,370 | -3.53% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 37,310 | 7,678 | 0.09% | 0.11% | 153 | -477 | -1.26% | Q1 2026 | Apr 23, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 36,767 | 7,644 | 1.25% | 1.27% | 154 | +26 | 0.07% | Q1 2026 | Apr 20, 2026 |
| Corient Private Wealth LLC | History | Reduced | 36,347 | 7,478 | 0.01% | 0.02% | 155 | -20,643 | -36.22% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 36,254 | 7,461 | 0.0% | 0.0% | 156 | +15,891 | 78.04% | Q1 2026 | May 14, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 35,701 | 7,347 | 1.54% | 2.01% | 157 | +4,202 | 13.34% | Q1 2026 | Apr 22, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 35,531 | 7,312 | 1.27% | 1.31% | 158 | +73 | 0.21% | Q1 2026 | May 05, 2026 |
| Prospera Capital Management, LLC | History | Added to | 34,416 | 7,082 | 3.55% | 3.52% | 159 | +1,035 | 3.1% | Q1 2026 | Apr 08, 2026 |
| Wedmont Private Capital | History | Added to | 32,969 | 7,081 | 0.23% | 0.11% | 160 | +18,080 | 121.43% | Q1 2026 | Apr 09, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 33,920 | 6,980 | 0.03% | 0.03% | 161 | -626 | -1.81% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Added to | 33,710 | 6,937 | 0.03% | 0.04% | 162 | +405 | 1.22% | Q1 2026 | May 04, 2026 |
| Harfst & Associates, Inc. | History | Added to | 33,357 | 6,864 | 1.23% | 1.07% | 163 | +5,063 | 17.89% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 32,654 | 6,828 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 33,084 | 6,808 | 0.01% | 0.01% | 165 | +313 | 0.96% | Q1 2026 | Apr 27, 2026 |
| Trevian Wealth Management LLC | History | Added to | 32,953 | 6,781 | 3.35% | 3.24% | 166 | +302 | 0.92% | Q1 2026 | Apr 21, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 32,752 | 6,740 | 3.13% | 3.2% | 167 | +372 | 1.15% | Q1 2026 | Apr 21, 2026 |
| KINTRA WEALTH, LLC | History | New | 32,476 | 6,683 | 0.47% | — | 168 | +32,476 | New | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 32,108 | 6,607 | 0.08% | 0.08% | 169 | +1,217 | 3.94% | Q1 2026 | May 08, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 30,344 | 6,520 | 0.82% | 0.97% | 170 | -4,183 | -12.12% | Q1 2026 | Apr 20, 2026 |
| Compass Advisory Group LLC | History | Added to | 31,334 | 6,448 | 1.73% | 1.74% | 171 | +531 | 1.72% | Q1 2026 | Apr 21, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 31,254 | 6,432 | 0.2% | 0.23% | 172 | -1,972 | -5.94% | Q1 2026 | May 04, 2026 |
| VICUS CAPITAL | History | Reduced | 31,114 | 6,403 | 0.47% | 0.49% | 173 | -203 | -0.65% | Q1 2026 | Apr 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 30,973 | 6,374 | 0.0% | 0.0% | 174 | +23,761 | 329.46% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 30,672 | 6,312 | 0.33% | 0.35% | 175 | -60 | -0.2% | Q1 2026 | May 07, 2026 |
| Merit Financial Group, LLC | History | Reduced | 30,238 | 6,223 | 0.05% | 0.05% | 176 | -983 | -3.15% | Q1 2026 | Apr 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 30,121 | 6,198 | 0.25% | 0.25% | 177 | +810 | 2.76% | Q1 2026 | May 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 29,526 | 6,076 | 0.03% | 0.02% | 178 | +734 | 2.55% | Q1 2026 | May 08, 2026 |
| Composition Wealth, LLC | History | Reduced | 29,005 | 5,969 | 0.08% | 0.1% | 179 | -2,797 | -8.8% | Q1 2026 | Apr 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 28,626 | 5,891 | 0.33% | 0.34% | 180 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Echo45 Advisors LLC | History | Added to | 28,623 | 5,890 | 3.31% | 3.37% | 181 | +383 | 1.36% | Q1 2026 | Apr 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 27,880 | 5,805 | 0.01% | 0.02% | 182 | -27,128 | -49.32% | Q1 2026 | Apr 08, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 28,135 | 5,790 | 3.78% | 3.78% | 183 | -107 | -0.38% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 27,992 | 5,760 | 0.15% | 0.0% | 184 | +27,984 | 349800.0% | Q1 2026 | May 15, 2026 |
| Eagle Capital Management, LLC | History | Reduced | 27,685 | 5,698 | 2.25% | 2.11% | 185 | -42 | -0.15% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Added to | 27,508 | 5,661 | 0.12% | 0.0% | 186 | +26,722 | 3399.75% | Q1 2026 | Apr 13, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 27,031 | 5,563 | 0.81% | 0.86% | 187 | +323 | 1.21% | Q1 2026 | May 11, 2026 |
| Safir Wealth Advisors, LLC | History | Reduced | 26,802 | 5,515 | 3.99% | 3.94% | 188 | -50 | -0.19% | Q1 2026 | Apr 08, 2026 |
| Charis Legacy Partners, LLC | History | Reduced | 26,657 | 5,486 | 8.02% | 8.32% | 189 | -307 | -1.14% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 26,346 | 5,422 | 0.13% | 0.1% | 190 | +5,880 | 28.73% | Q1 2026 | May 04, 2026 |
| Security National Bank | History | Reduced | 26,306 | 5,413 | 0.79% | 0.79% | 191 | -49 | -0.19% | Q1 2026 | Apr 16, 2026 |
| Sanchez Levi Garrett | History | New | 26,071 | 5,365 | 3.36% | — | 192 | +26,071 | New | Q1 2026 | May 15, 2026 |
| BFSG, LLC | History | Added to | 25,980 | 5,346 | 0.51% | 0.49% | 193 | +1,973 | 8.22% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Reduced | 25,906 | 5,330 | 0.03% | 0.03% | 194 | -3,384 | -11.55% | Q1 2026 | May 15, 2026 |
| MontVue Capital Management, Inc. | History | Added to | 25,873 | 5,324 | 3.63% | 3.47% | 195 | +934 | 3.75% | Q1 2026 | Apr 16, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 23,501 | 5,321 | 0.07% | 0.06% | 196 | -97 | -0.41% | Q1 2026 | May 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 25,811 | 5,311 | 0.04% | 0.04% | 197 | -2,124 | -7.6% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 25,503 | 5,248 | 0.15% | 0.33% | 198 | -29,105 | -53.3% | Q1 2026 | May 13, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 24,811 | 5,106 | 0.15% | 0.18% | 199 | -3,828 | -13.37% | Q1 2026 | Apr 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 24,750 | 5,093 | 0.06% | 0.05% | 200 | +4,962 | 25.08% | Q1 2026 | Apr 20, 2026 |
| Quantinno Capital Management LP | History | Added to | 24,231 | 4,986 | 0.01% | 0.01% | 201 | +8,384 | 52.91% | Q1 2026 | May 15, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 23,749 | 4,968 | 0.3% | 0.3% | 202 | -208 | -0.87% | Q1 2026 | Apr 07, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 23,722 | 4,881 | 0.13% | 0.13% | 203 | +186 | 0.79% | Q1 2026 | May 14, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 23,627 | 4,862 | 0.12% | 0.21% | 204 | -28,924 | -55.04% | Q1 2026 | Apr 17, 2026 |
| Clifford Group, LLC | History | Reduced | 23,579 | 4,852 | 3.74% | 8.67% | 205 | -30,091 | -56.07% | Q1 2026 | May 15, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 23,048 | 4,743 | 1.89% | 2.0% | 206 | -615 | -2.6% | Q1 2026 | Apr 22, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 22,568 | 4,687 | 0.36% | 0.26% | 207 | +7,184 | 46.7% | Q1 2026 | May 06, 2026 |
| Western Reserve Capital Management, LLC | History | Added to | 22,560 | 4,642 | 3.81% | 4.35% | 208 | +242 | 1.08% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 22,497 | 4,629 | 0.18% | 0.19% | 209 | -2,317 | -9.34% | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 22,399 | 4,609 | 0.06% | 0.06% | 210 | -578 | -2.52% | Q1 2026 | May 01, 2026 |
| United Community Bank | History | Added to | 22,076 | 4,543 | 1.51% | 1.69% | 211 | +744 | 3.49% | Q1 2026 | Apr 24, 2026 |
| CONNABLE OFFICE INC | History | Added to | 21,898 | 4,506 | 0.44% | 0.37% | 212 | +2,718 | 14.17% | Q1 2026 | Apr 29, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 21,544 | 4,505 | 0.41% | 0.41% | 213 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Added to | 21,822 | 4,491 | 0.04% | 0.04% | 214 | +1,107 | 5.34% | Q1 2026 | May 14, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | New | 21,630 | 4,451 | 3.18% | — | 215 | +21,630 | New | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21,380 | 4,430 | 0.04% | 0.05% | 216 | +612 | 2.95% | Q1 2026 | Apr 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 21,432 | 4,411 | 0.01% | 0.01% | 217 | -227 | -1.05% | Q1 2026 | Apr 22, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 21,172 | 4,356 | 1.44% | 2.07% | 218 | +1,438 | 7.29% | Q1 2026 | Apr 20, 2026 |
| NorthRock Partners, LLC | History | Reduced | 21,097 | 4,341 | 0.07% | 0.08% | 219 | -210 | -0.99% | Q1 2026 | May 15, 2026 |
| Coyle Financial Counsel LLC | History | Reduced | 21,042 | 4,330 | 0.92% | 0.95% | 220 | -292 | -1.37% | Q1 2026 | May 12, 2026 |
| Capital Investment Management, Inc. | History | Reduced | 20,768 | 4,274 | 1.47% | 1.57% | 221 | -669 | -3.12% | Q1 2026 | Apr 22, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 20,568 | 4,232 | 0.91% | 0.92% | 222 | -305 | -1.46% | Q1 2026 | May 08, 2026 |
| Opulen Financial Group LLC | History | Added to | 20,488 | 4,216 | 2.97% | 3.09% | 223 | +196 | 0.97% | Q1 2026 | Apr 29, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 20,085 | 4,200 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 20,311 | 4,180 | 0.48% | 0.37% | 225 | +4,817 | 31.09% | Q1 2026 | May 14, 2026 |
| Vested Financial Planning, LLC | History | Added to | 19,488 | 4,010 | 3.06% | 2.87% | 226 | +1,668 | 9.36% | Q1 2026 | Apr 16, 2026 |
| Dakota Wealth Management | History | Reduced | 19,248 | 3,961 | 0.09% | 0.07% | 227 | -580 | -2.93% | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | Added to | 19,024 | 3,915 | 0.13% | 0.12% | 228 | +1,449 | 8.24% | Q1 2026 | Apr 22, 2026 |
| Wealth Group Ltd | History | Reduced | 18,847 | 3,878 | 0.88% | 0.99% | 229 | -2,353 | -11.1% | Q1 2026 | Apr 10, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 18,762 | 3,861 | 1.98% | 2.04% | 230 | +308 | 1.67% | Q1 2026 | May 01, 2026 |
| BCS Wealth Management | History | Reduced | 18,624 | 3,832 | 0.78% | 0.7% | 231 | -14,333 | -43.49% | Q1 2026 | Apr 17, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 18,492 | 3,805 | 0.2% | 0.23% | 232 | -1,658 | -8.23% | Q1 2026 | May 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 18,357 | 3,777 | 0.17% | 0.17% | 233 | -255 | -1.37% | Q1 2026 | May 06, 2026 |
| Comprehensive Financial Management LLC | History | New | 18,311 | 3,768 | 0.12% | — | 234 | +18,311 | New | Q1 2026 | May 15, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 18,274 | 3,760 | 0.45% | 0.46% | 235 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 18,210 | 3,747 | 0.5% | 0.51% | 236 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 17,664 | 3,635 | 0.16% | 0.07% | 237 | +10,640 | 151.48% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 16,607 | 3,417 | 0.04% | 0.05% | 239 | +498 | 3.09% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 16,607 | 3,417 | 0.2% | 0.21% | 238 | -398 | -2.34% | Q1 2026 | May 14, 2026 |
| Values Added Financial LLC | History | Reduced | 16,425 | 3,380 | 1.42% | 1.45% | 240 | -38 | -0.23% | Q1 2026 | Apr 20, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 16,326 | 3,359 | 0.23% | 0.25% | 241 | -1,076 | -6.18% | Q1 2026 | Apr 10, 2026 |
| Jordan Park Group LLC | History | No change | 16,014 | 3,295 | 0.18% | 0.19% | 242 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 15,972 | 3,286 | 2.07% | 2.29% | 243 | -1,385 | -7.98% | Q1 2026 | Apr 07, 2026 |
| Partners in Financial Planning | History | Added to | 15,971 | 3,286 | 0.54% | 0.56% | 244 | +56 | 0.35% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 15,819 | 3,255 | 0.02% | 0.03% | 245 | +753 | 5.0% | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 15,755 | 3,242 | 2.57% | 2.61% | 246 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Xena Financial Planning, LLC | History | Added to | 15,514 | 3,196 | 3.61% | 3.8% | 247 | +55 | 0.36% | Q1 2026 | Apr 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 15,450 | 3,179 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 15,392 | 3,167 | 0.03% | 0.09% | 249 | -42,753 | -73.53% | Q1 2026 | May 13, 2026 |
| Balentine LLC | History | No change | 15,375 | 3,164 | 0.13% | 0.12% | 250 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 15,241 | 3,136 | 0.11% | 0.12% | 251 | -844 | -5.25% | Q1 2026 | May 11, 2026 |
| River Wealth Advisors LLC | History | Reduced | 15,199 | 3,128 | 0.36% | 0.38% | 252 | -1,192 | -7.27% | Q1 2026 | May 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 15,128 | 3,113 | 0.33% | 0.35% | 253 | -452 | -2.9% | Q1 2026 | May 04, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 14,665 | 3,018 | 1.04% | 1.04% | 254 | +308 | 2.15% | Q1 2026 | Apr 08, 2026 |
| Stembrook Asset Management, LLC | History | Added to | 14,572 | 2,998 | 2.94% | 2.85% | 256 | +123 | 0.85% | Q1 2026 | May 13, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 14,571 | 2,998 | 3.1% | 3.05% | 255 | -32 | -0.22% | Q1 2026 | Apr 21, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 14,509 | 2,985 | 0.01% | 0.09% | 257 | -81,949 | -84.96% | Q1 2026 | May 15, 2026 |
| Family CFO Inc | History | Reduced | 14,472 | 2,978 | 1.33% | 1.41% | 258 | -608 | -4.03% | Q1 2026 | Apr 28, 2026 |
| Roundview Capital LLC | History | Reduced | 14,238 | 2,930 | 0.18% | 0.19% | 259 | -432 | -2.94% | Q1 2026 | May 08, 2026 |
| LM Advisors LLC | History | Added to | 600 | 2,916 | 0.05% | 0.04% | 260 | +100 | 20.0% | Q1 2026 | May 13, 2026 |
| Single Point Partners, LLC | History | Added to | 13,986 | 2,878 | 0.57% | 0.58% | 261 | +2 | 0.01% | Q1 2026 | Apr 15, 2026 |
| Five Pine Wealth Management | History | Added to | 13,948 | 2,870 | 1.78% | 1.63% | 262 | +1,800 | 14.82% | Q1 2026 | Apr 16, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 13,890 | 2,858 | 2.16% | 2.21% | 263 | +38 | 0.27% | Q1 2026 | May 15, 2026 |
| BIP Wealth, LLC | History | Reduced | 13,852 | 2,850 | 0.12% | 0.85% | 264 | -100,717 | -87.91% | Q1 2026 | Apr 27, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 13,440 | 2,765 | 0.05% | 0.05% | 265 | +70 | 0.52% | Q1 2026 | May 12, 2026 |
| Hamrick Investment Counsel, llc | History | Reduced | 13,416 | 2,761 | 1.53% | 3.42% | 266 | -8,597 | -39.05% | Q1 2026 | May 11, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 13,378 | 2,753 | 0.26% | 0.28% | 267 | -723 | -5.13% | Q1 2026 | May 13, 2026 |
| Bestgate Wealth Advisors, LLC | History | Added to | 13,307 | 2,738 | 4.94% | 3.46% | 268 | +3,885 | 41.23% | Q1 2026 | Apr 23, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 13,267 | 2,730 | 0.7% | 0.77% | 269 | -216 | -1.6% | Q1 2026 | Apr 27, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 13,234 | 2,723 | 0.0% | 0.0% | 270 | -2,356 | -15.11% | Q1 2026 | May 06, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 13,205 | 2,717 | 0.25% | 0.27% | 271 | -170 | -1.27% | Q1 2026 | Apr 23, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 13,110 | 2,698 | 0.02% | 0.02% | 272 | -175 | -1.32% | Q1 2026 | May 11, 2026 |
| Alpha Zero LLC | History | Added to | 12,942 | 2,663 | 1.35% | 1.4% | 273 | +670 | 5.46% | Q1 2026 | May 07, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 12,848 | 2,644 | 0.37% | 0.43% | 274 | +220 | 1.74% | Q1 2026 | May 08, 2026 |
| Trust Point Inc. | History | No change | 12,826 | 2,639 | 0.23% | 0.21% | 275 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pacific Center for Financial Services | History | Added to | 12,764 | 2,626 | 0.67% | 0.67% | 276 | +264 | 2.11% | Q1 2026 | May 12, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 12,734 | 2,620 | 0.01% | 0.01% | 277 | -6,261 | -32.96% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 12,728 | 2,619 | 0.06% | 0.06% | 278 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Choate Investment Advisors | History | Reduced | 12,703 | 2,614 | 0.05% | 0.05% | 279 | -259 | -2.0% | Q1 2026 | May 13, 2026 |
| Coastline Trust Co | History | No change | 12,651 | 2,603 | 0.26% | 0.25% | 280 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Argent Trust Co | History | Added to | 12,533 | 2,579 | 0.09% | 0.09% | 281 | +200 | 1.62% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 12,503 | 2,573 | 0.08% | 0.09% | 282 | -3 | -0.02% | Q1 2026 | May 15, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 12,468 | 2,565 | 1.01% | 0.68% | 283 | +4,173 | 50.31% | Q1 2026 | Apr 23, 2026 |
| Jacobi Capital Management LLC | History | Added to | 12,455 | 2,563 | 0.14% | 0.15% | 284 | +113 | 0.92% | Q1 2026 | May 13, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 12,208 | 2,512 | 0.24% | 0.25% | 285 | -501 | -3.94% | Q1 2026 | Apr 16, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 12,017 | 2,473 | 0.01% | 0.01% | 286 | +1,063 | 9.7% | Q1 2026 | May 05, 2026 |
| Strategic Blueprint, LLC | History | Added to | 11,876 | 2,444 | 0.14% | 0.14% | 287 | +498 | 4.38% | Q1 2026 | Apr 29, 2026 |
| Betterment LLC | History | Reduced | 11,862 | 2,441 | 0.0% | 0.01% | 288 | -1,169 | -8.97% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 11,626 | 2,392 | 0.09% | 0.11% | 289 | -10 | -0.09% | Q1 2026 | May 19, 2026 |
| Hills Bank & Trust Co | History | Reduced | 11,610 | 2,389 | 0.12% | 0.15% | 290 | -338 | -2.83% | Q1 2026 | May 01, 2026 |
| Zhang Financial LLC | History | Added to | 11,605 | 2,388 | 0.08% | 0.08% | 291 | +1,267 | 12.26% | Q1 2026 | May 06, 2026 |
| Tidal Investments LLC | History | Added to | 11,580 | 2,383 | 0.01% | 0.0% | 292 | +1,707 | 17.29% | Q1 2026 | May 15, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 11,394 | 2,344 | 0.95% | 0.97% | 293 | -466 | -3.93% | Q1 2026 | Apr 24, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 11,356 | 2,337 | 0.07% | 0.07% | 294 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 11,167 | 2,333 | 0.02% | 0.01% | 295 | +1,501 | 15.53% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 11,315 | 2,328 | 0.03% | 0.03% | 296 | -903 | -7.39% | Q1 2026 | Apr 20, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 11,151 | 2,294 | 2.14% | — | 297 | +11,151 | New | Q1 2026 | May 05, 2026 |
| Apollon Financial, LLC | History | No change | 11,135 | 2,291 | 0.32% | 0.34% | 298 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| UMB Bank, n.a. | History | No change | 10,991 | 2,261 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | New | 10,926 | 2,248 | 0.01% | — | 300 | +10,926 | New | Q1 2026 | May 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 10,910 | 2,245 | 0.03% | 0.03% | 301 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 10,871 | 2,244 | 0.08% | 0.19% | 302 | +5,067 | 87.3% | Q1 2026 | May 14, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 10,868 | 2,236 | 0.4% | 0.62% | 303 | -144 | -1.31% | Q1 2026 | May 01, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 10,682 | 2,198 | 0.06% | 0.04% | 304 | +3,303 | 44.76% | Q1 2026 | May 01, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 10,520 | 2,165 | 1.31% | 1.36% | 305 | -674 | -6.02% | Q1 2026 | Apr 28, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 10,428 | 2,146 | 0.01% | — | 306 | +10,428 | New | Q1 2026 | May 12, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 10,258 | 2,111 | 2.04% | 1.91% | 307 | +1,073 | 11.68% | Q1 2026 | May 05, 2026 |
| May Hill Capital, LLC | History | Reduced | 10,255 | 2,110 | 0.53% | 0.6% | 308 | -480 | -4.47% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 10,147 | 2,088 | 0.0% | 0.0% | 309 | +184 | 1.85% | Q1 2026 | May 14, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 10,036 | 2,065 | 1.22% | 2.64% | 310 | -12,449 | -55.37% | Q1 2026 | Apr 07, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 10,007 | 2,059 | 0.17% | 0.17% | 311 | +103 | 1.04% | Q1 2026 | Apr 22, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 9,965 | 2,050 | 0.11% | 0.29% | 312 | -13,632 | -57.77% | Q1 2026 | May 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 9,947 | 2,047 | 0.64% | 0.67% | 313 | -84 | -0.84% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 9,898 | 2,037 | 0.01% | 0.01% | 314 | -87 | -0.87% | Q1 2026 | May 13, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 9,872 | 2,031 | 0.25% | 0.26% | 315 | -31 | -0.31% | Q1 2026 | Apr 23, 2026 |
| PFG Advisors | History | Added to | 9,859 | 2,029 | 0.1% | 0.1% | 316 | +12 | 0.12% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 9,844 | 2,025 | 0.09% | 0.1% | 317 | +176 | 1.82% | Q1 2026 | Apr 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 9,764 | 2,009 | 0.01% | 0.01% | 318 | -13 | -0.13% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 9,603 | 1,976 | 0.01% | 0.01% | 319 | +4,178 | 77.01% | Q1 2026 | May 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 9,594 | 1,974 | 0.11% | — | 320 | +9,594 | New | Q1 2026 | Apr 16, 2026 |
| Lansing Street Advisors | History | New | 9,482 | 1,951 | 0.49% | — | 321 | +9,482 | New | Q1 2026 | Apr 28, 2026 |
| HB Wealth Management, LLC | History | No change | 9,252 | 1,904 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 9,206 | 1,894 | 0.0% | 0.0% | 323 | +3,541 | 62.51% | Q1 2026 | May 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 9,201 | 1,893 | 0.12% | 0.12% | 324 | +16 | 0.17% | Q1 2026 | Apr 27, 2026 |
| KWB Wealth | History | No change | 9,057 | 1,893 | 0.19% | 0.18% | 325 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 9,069 | 1,866 | 0.52% | 0.5% | 326 | +103 | 1.15% | Q1 2026 | May 12, 2026 |
| Briggs Wealth Management, Inc | History | Reduced | 8,976 | 1,847 | 1.96% | 2.11% | 327 | -404 | -4.31% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 8,955 | 1,842 | 0.13% | 0.13% | 328 | +9 | 0.1% | Q1 2026 | May 15, 2026 |
| Miller Capital Partners, Inc. | History | Added to | 8,893 | 1,830 | 0.88% | 0.94% | 329 | +10 | 0.11% | Q1 2026 | May 14, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 8,809 | 1,812 | 0.25% | 0.27% | 330 | -15 | -0.17% | Q1 2026 | Apr 24, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 8,770 | 1,804 | 0.04% | 0.11% | 331 | -18,043 | -67.29% | Q1 2026 | Apr 15, 2026 |
| Calder Financial LLC | History | Added to | 8,688 | 1,800 | 1.79% | 1.78% | 333 | +20 | 0.23% | Q1 2026 | Apr 07, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 8,751 | 1,800 | 0.07% | 0.08% | 332 | +1 | 0.01% | Q1 2026 | May 07, 2026 |
| FULTON BANK, N.A. | History | Added to | 8,697 | 1,789 | 0.06% | 0.04% | 334 | +3,725 | 74.92% | Q1 2026 | Apr 24, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 8,685 | 1,787 | 0.03% | 0.04% | 335 | -87 | -0.99% | Q1 2026 | May 18, 2026 |
| Neuberger Berman Group LLC | History | No change | 8,671 | 1,784 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 8,663 | 1,782 | 0.13% | 0.13% | 337 | -1,050 | -10.81% | Q1 2026 | Apr 16, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 8,584 | 1,766 | 0.07% | 0.06% | 338 | +26 | 0.3% | Q1 2026 | May 07, 2026 |
| Facet Wealth, Inc. | History | Reduced | 8,427 | 1,734 | 0.03% | 0.03% | 339 | -370 | -4.21% | Q1 2026 | May 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 8,416 | 1,732 | 0.14% | 0.13% | 340 | +22 | 0.26% | Q1 2026 | Apr 23, 2026 |
| Professional Financial Advisors, LLC | History | New | 8,402 | 1,729 | 0.35% | — | 341 | +8,402 | New | Q1 2026 | Apr 13, 2026 |
| Cypress Capital Group | History | No change | 8,320 | 1,712 | 0.19% | 0.19% | 342 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CGN Advisors LLC | History | Added to | 8,270 | 1,701 | 0.13% | 0.12% | 343 | +1,160 | 16.32% | Q1 2026 | Apr 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 8,237 | 1,695 | 0.06% | 0.06% | 344 | +51 | 0.62% | Q1 2026 | Apr 17, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 8,204 | 1,688 | 0.15% | 0.19% | 345 | +414 | 5.31% | Q1 2026 | May 12, 2026 |
| Ensign Peak Advisors, Inc | History | New | 8,000 | 1,646 | 0.0% | — | 346 | +8,000 | New | Q1 2026 | May 13, 2026 |
| Center For Asset Management LLC | History | Added to | 7,940 | 1,634 | 0.81% | 0.81% | 347 | +492 | 6.61% | Q1 2026 | Apr 16, 2026 |
| RFG Advisory, LLC | History | Reduced | 7,927 | 1,631 | 0.03% | 0.03% | 348 | -141 | -1.75% | Q1 2026 | Apr 17, 2026 |
| Successful Portfolios LLC | History | Added to | 7,974 | 1,628 | 0.9% | 0.79% | 349 | +928 | 13.17% | Q1 2026 | Apr 13, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 7,857 | 1,616 | 0.05% | 0.04% | 350 | +1,598 | 25.53% | Q1 2026 | Apr 16, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 7,849 | 1,610 | 0.21% | 0.22% | 351 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 7,792 | 1,603 | 0.82% | 0.82% | 352 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 7,746 | 1,594 | 0.17% | 0.17% | 353 | +1,163 | 17.67% | Q1 2026 | May 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 7,742 | 1,593 | 0.01% | 0.01% | 354 | -424 | -5.19% | Q1 2026 | Apr 24, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 7,707 | 1,586 | 0.1% | 0.11% | 355 | -248 | -3.12% | Q1 2026 | Apr 14, 2026 |
| Centennial Bank/AR/ | History | Added to | 7,612 | 1,566 | 0.56% | 0.04% | 356 | +7,150 | 1547.62% | Q1 2026 | May 06, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 7,568 | 1,557 | 0.3% | 0.31% | 357 | +206 | 2.8% | Q1 2026 | May 07, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 7,550 | 1,553 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | Added to | 7,506 | 1,544 | 0.02% | 0.02% | 359 | +105 | 1.42% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 7,500 | 1,543 | 0.11% | 0.11% | 360 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 7,493 | 1,542 | 0.39% | 0.39% | 361 | +214 | 2.94% | Q1 2026 | Apr 17, 2026 |
| BostonPremier Wealth LLC | History | Reduced | 7,381 | 1,519 | 0.78% | 0.81% | 362 | -158 | -2.1% | Q1 2026 | Apr 10, 2026 |
| GSG Advisors LLC | History | Added to | 7,369 | 1,516 | 0.39% | 0.4% | 363 | +21 | 0.29% | Q1 2026 | May 13, 2026 |
| TFB Advisors LLC | History | Reduced | 7,339 | 1,510 | 0.79% | 0.56% | 364 | -2,299 | -23.85% | Q1 2026 | Apr 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 7,320 | 1,506 | 0.02% | 0.02% | 365 | -15 | -0.2% | Q1 2026 | May 01, 2026 |
| HUB Investment Partners, LLC | History | Added to | 7,191 | 1,479 | 0.04% | 0.02% | 366 | +3,044 | 73.4% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 6,435 | 1,453 | 0.02% | 0.03% | 367 | +215 | 3.46% | Q1 2026 | Apr 20, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 7,001 | 1,440 | 0.55% | 0.6% | 368 | +1,086 | 18.36% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 6,961 | 1,432 | 0.05% | 0.01% | 369 | +5,832 | 516.56% | Q1 2026 | May 14, 2026 |
| Opus Financial Solutions LLC | History | Added to | 6,923 | 1,424 | 1.34% | 1.34% | 370 | +119 | 1.75% | Q1 2026 | May 08, 2026 |
| Ridge Creek Global, Inc | History | Added to | 6,860 | 1,411 | 1.2% | 1.13% | 371 | +400 | 6.19% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 6,815 | 1,403 | 0.01% | 0.01% | 372 | +1 | 0.01% | Q1 2026 | May 14, 2026 |
| FF Advisors,LLC | History | No change | 6,150 | 1,385 | 0.56% | 0.57% | 373 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bull Street Advisors, LLC | History | Added to | 6,701 | 1,379 | 0.68% | 0.65% | 374 | +21 | 0.31% | Q1 2026 | Apr 24, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 6,700 | 1,378 | 0.0% | 0.0% | 375 | +1,700 | 34.0% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 6,586 | 1,377 | 0.03% | 0.03% | 376 | -83 | -1.24% | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 6,690 | 1,376 | 0.1% | 0.11% | 377 | -242 | -3.49% | Q1 2026 | Apr 14, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 6,641 | 1,366 | 0.13% | 0.14% | 378 | -6 | -0.09% | Q1 2026 | Apr 29, 2026 |
| Yoffe Investment Management, LLC | History | No change | 6,633 | 1,365 | 1.75% | 1.77% | 379 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Oak Root LLC | History | Reduced | 6,591 | 1,356 | 0.17% | 0.26% | 380 | -3,654 | -35.67% | Q1 2026 | Apr 10, 2026 |
| Burton Enright Welch | History | No change | 6,360 | 1,308 | 0.18% | 0.19% | 381 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AMG Asset Management Group, Inc. | History | New | 6,349 | 1,306 | 1.01% | — | 382 | +6,349 | New | Q1 2026 | Apr 27, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 6,307 | 1,298 | 0.24% | 0.24% | 383 | +150 | 2.44% | Q1 2026 | Apr 28, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 5,837 | 1,296 | 0.38% | 0.49% | 384 | -1,223 | -17.32% | Q1 2026 | Apr 30, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 6,246 | 1,285 | 0.13% | 0.13% | 385 | -57 | -0.9% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 6,224 | 1,280 | 0.02% | 0.02% | 386 | +165 | 2.72% | Q1 2026 | May 11, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 6,164 | 1,268 | 0.01% | 0.01% | 387 | -99 | -1.58% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 6,161 | 1,267 | 0.04% | 0.04% | 388 | +3 | 0.05% | Q1 2026 | May 04, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,144 | 1,264 | 0.05% | — | 390 | +6,144 | New | Q1 2026 | May 15, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 6,143 | 1,264 | 0.09% | 0.09% | 389 | -46 | -0.74% | Q1 2026 | May 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 6,125 | 1,260 | 0.16% | 0.15% | 391 | +190 | 3.2% | Q1 2026 | Apr 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 6,115 | 1,258 | 0.03% | 0.02% | 392 | +1,447 | 31.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6,080 | 1,251 | 0.04% | 0.04% | 393 | +715 | 13.33% | Q1 2026 | May 15, 2026 |
| Westfuller Advisors, LLC | History | Added to | 6,052 | 1,245 | 0.54% | 0.34% | 394 | +2,051 | 51.26% | Q1 2026 | Apr 28, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 6,046 | 1,244 | 0.01% | 0.07% | 395 | -19,843 | -76.65% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Reduced | 6,020 | 1,238 | 0.04% | 0.05% | 396 | -331 | -5.21% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 6,216 | 1,236 | 0.08% | 0.07% | 397 | -571 | -8.41% | Q1 2026 | Apr 24, 2026 |
| Stokes Family Office, LLC | History | No change | 6,000 | 1,234 | 0.13% | 0.11% | 398 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMG National Trust Bank | History | Added to | 5,972 | 1,229 | 0.03% | 0.01% | 399 | +3,771 | 171.33% | Q1 2026 | May 04, 2026 |
| MCF Advisors LLC | History | Added to | 5,964 | 1,227 | 0.05% | 0.05% | 400 | +1,270 | 27.06% | Q1 2026 | May 11, 2026 |
| GuidedMoney, LLC | History | No change | 5,898 | 1,213 | 0.64% | 0.66% | 401 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DGS Capital Management, LLC | History | Added to | 5,884 | 1,210 | 0.2% | 0.19% | 402 | +699 | 13.48% | Q1 2026 | Apr 28, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 5,856 | 1,205 | 0.51% | 0.54% | 403 | -109 | -1.83% | Q1 2026 | May 11, 2026 |
| Fire Capital Management LLC | History | No change | 5,814 | 1,196 | 0.56% | 0.61% | 404 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 5,744 | 1,182 | 0.01% | 0.01% | 405 | -493 | -7.9% | Q1 2026 | May 13, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 5,725 | 1,178 | 0.02% | 0.02% | 406 | -20 | -0.35% | Q1 2026 | May 14, 2026 |
| WealthCollab, LLC | History | No change | 5,710 | 1,175 | 0.48% | 0.49% | 407 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 5,690 | 1,171 | 1.18% | 2.61% | 408 | -6,657 | -53.92% | Q1 2026 | May 15, 2026 |
| TruWealth Advisors, LLC | History | No change | 5,651 | 1,162 | 0.06% | 0.06% | 409 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,627 | 1,158 | 0.02% | 0.47% | 410 | -105,969 | -94.96% | Q1 2026 | May 15, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 5,603 | 1,153 | 0.68% | 0.71% | 412 | +1,673 | 42.57% | Q1 2026 | Apr 16, 2026 |
| Cresset Asset Management, LLC | History | Added to | 5,603 | 1,153 | 0.0% | 0.0% | 411 | +626 | 12.58% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Reduced | 5,527 | 1,137 | 0.01% | 0.02% | 413 | -275 | -4.74% | Q1 2026 | May 12, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 5,501 | 1,132 | 0.37% | 0.36% | 414 | -170 | -3.0% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | New | 5,500 | 1,131 | 0.0% | — | 416 | +5,500 | New | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 5,409 | 1,131 | 0.02% | 0.02% | 415 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Prospera Financial Services Inc | History | Added to | 5,478 | 1,127 | 0.02% | 0.02% | 417 | +210 | 3.99% | Q1 2026 | Apr 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 5,448 | 1,121 | 0.02% | 0.02% | 418 | -139 | -2.49% | Q1 2026 | Apr 14, 2026 |
| JMN Financial LLC | History | Added to | 5,405 | 1,112 | 1.09% | 1.06% | 419 | +301 | 5.9% | Q1 2026 | May 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 5,344 | 1,099 | 0.07% | 0.07% | 420 | -40 | -0.74% | Q1 2026 | May 05, 2026 |
| Kovack Advisors, Inc. | History | Added to | 5,228 | 1,082 | 0.06% | 0.05% | 421 | +30 | 0.58% | Q1 2026 | May 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 5,190 | 1,068 | 0.21% | 0.23% | 422 | -11 | -0.21% | Q1 2026 | Apr 14, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 5,150 | 1,059 | 0.02% | 0.03% | 423 | -2,650 | -33.97% | Q1 2026 | May 12, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 5,081 | 1,046 | 0.13% | 0.18% | 424 | -1,348 | -20.97% | Q1 2026 | Apr 16, 2026 |
| Macco Financial Group, Inc. | History | New | 5,059 | 1,041 | 0.79% | — | 425 | +5,059 | New | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,046 | 1,038 | 0.01% | 0.01% | 426 | -14 | -0.28% | Q1 2026 | May 15, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Added to | 5,038 | 1,036 | 0.6% | 0.58% | 427 | +177 | 3.64% | Q1 2026 | Apr 29, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 4,986 | 1,026 | 0.0% | 0.0% | 428 | +257 | 5.43% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 4,930 | 1,014 | 0.01% | 0.01% | 429 | +234 | 4.98% | Q1 2026 | May 15, 2026 |
| Bank of Marin | History | Added to | 4,917 | 1,011 | 0.74% | 0.63% | 430 | +542 | 12.39% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | Added to | 4,906 | 1,009 | 0.02% | 0.01% | 431 | +1,197 | 32.27% | Q1 2026 | Apr 07, 2026 |
| F/m Investments LLC | History | Added to | 4,906 | 1,009 | 0.07% | 0.04% | 432 | +15 | 0.31% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 4,895 | 1,007 | 0.04% | 0.04% | 433 | +89 | 1.85% | Q1 2026 | May 06, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 4,788 | 985 | 0.07% | 0.08% | 434 | -223 | -4.45% | Q1 2026 | May 14, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 4,783 | 984 | 0.22% | 0.3% | 435 | -1,293 | -21.28% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 4,745 | 976 | 0.01% | 0.02% | 436 | -312 | -6.17% | Q1 2026 | Apr 17, 2026 |
| Tanager Wealth Management LLP | History | No change | 4,736 | 974 | 0.09% | 0.1% | 437 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 4,728 | 973 | 0.87% | 0.88% | 438 | -172 | -3.51% | Q1 2026 | Apr 16, 2026 |
| Red Mountain Financial, LLC | History | Reduced | 4,702 | 967 | 0.91% | 0.97% | 439 | -21 | -0.44% | Q1 2026 | Apr 28, 2026 |
| Capital Asset Managemnet, LLC | History | Reduced | 4,695 | 966 | 1.09% | 1.16% | 440 | -310 | -6.19% | Q1 2026 | Apr 14, 2026 |
| Stratos Investment Management, LLC | History | Added to | 4,674 | 962 | 0.04% | 0.03% | 441 | +890 | 23.52% | Q1 2026 | Apr 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 4,655 | 957 | 0.02% | 0.03% | 442 | -276 | -5.6% | Q1 2026 | Apr 29, 2026 |
| Brookstone Capital Management | History | Added to | 4,623 | 951 | 0.01% | 0.01% | 443 | +379 | 8.93% | Q1 2026 | Apr 16, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 4,625 | 951 | 0.07% | 0.08% | 444 | +36 | 0.78% | Q1 2026 | May 13, 2026 |
| First Growth Capital LLC | History | No change | 4,590 | 951 | 0.86% | 0.89% | 445 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 4,583 | 943 | 0.04% | 0.04% | 446 | -88 | -1.88% | Q1 2026 | May 18, 2026 |
| StoneX Group Inc. | History | Reduced | 4,563 | 939 | 0.05% | 0.04% | 447 | -314 | -6.44% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 4,548 | 935 | 0.02% | 0.01% | 448 | +2,811 | 161.83% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | No change | 4,451 | 931 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Stephens Consulting, LLC | History | No change | 4,423 | 925 | 0.3% | 0.3% | 450 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 4,447 | 915 | 0.09% | 0.13% | 451 | -2,338 | -34.46% | Q1 2026 | May 01, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 4,134 | 906 | 0.06% | 0.06% | 452 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 4,374 | 900 | 0.03% | 0.04% | 453 | -660 | -13.11% | Q1 2026 | Apr 29, 2026 |
| Advisors Capital Management, LLC | History | Added to | 4,372 | 899 | 0.01% | 0.01% | 454 | +13 | 0.3% | Q1 2026 | May 01, 2026 |
| Aries Wealth Management | History | No change | 4,369 | 899 | 0.2% | 0.2% | 455 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 4,326 | 890 | 0.12% | 0.11% | 456 | +476 | 12.36% | Q1 2026 | Apr 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 4,314 | 887 | 0.06% | 0.06% | 457 | -26 | -0.6% | Q1 2026 | Apr 20, 2026 |
| Perennial Advisors, LLC | History | Added to | 4,294 | 883 | 0.15% | 0.14% | 458 | +178 | 4.32% | Q1 2026 | Apr 13, 2026 |
| Victrix Investment Advisors | History | Reduced | 4,272 | 879 | 0.32% | 0.36% | 460 | -125 | -2.84% | Q1 2026 | Apr 09, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 4,272 | 879 | 0.03% | 0.03% | 459 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 4,263 | 877 | 0.01% | 0.02% | 461 | -2,977 | -41.12% | Q1 2026 | May 05, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 4,265 | 877 | 0.13% | 0.14% | 463 | +28 | 0.66% | Q1 2026 | Apr 22, 2026 |
| Secure Asset Management, LLC | History | No change | 4,261 | 877 | 0.14% | 0.14% | 462 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Greenspring Advisors, LLC | History | Added to | 4,245 | 873 | 0.05% | 0.05% | 464 | +237 | 5.91% | Q1 2026 | May 04, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 4,233 | 871 | 0.06% | 0.06% | 465 | -150 | -3.42% | Q1 2026 | May 07, 2026 |
| SouthState Bank Corp | History | No change | 4,218 | 868 | 0.04% | 0.04% | 466 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Inscription Capital, LLC | History | Added to | 4,211 | 866 | 0.09% | 0.08% | 467 | +649 | 18.22% | Q1 2026 | Apr 20, 2026 |
| Crewe Advisors LLC | History | No change | 4,207 | 865 | 0.07% | 0.08% | 468 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SCS Capital Management LLC | History | Reduced | 4,193 | 862 | 0.01% | 0.01% | 469 | -747 | -15.12% | Q1 2026 | May 11, 2026 |
| CVFG LLC | History | Reduced | 4,174 | 859 | 0.11% | 0.6% | 470 | -32 | -0.76% | Q1 2026 | Apr 29, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 4,110 | 845 | 0.14% | 0.13% | 471 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 4,074 | 844 | 0.06% | 0.06% | 472 | +57 | 1.42% | Q1 2026 | May 01, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 4,078 | 839 | 0.15% | 0.16% | 474 | -29 | -0.71% | Q1 2026 | Apr 08, 2026 |
| Syverson Strege & Co | History | No change | 4,079 | 839 | 0.2% | 0.2% | 473 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 4,073 | 838 | 0.52% | — | 475 | +4,073 | New | Q1 2026 | Apr 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,061 | 835 | 0.06% | 0.06% | 476 | +10 | 0.25% | Q1 2026 | May 05, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 4,046 | 832 | 0.32% | 0.36% | 477 | -533 | -11.64% | Q1 2026 | Apr 24, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 4,019 | 827 | 0.13% | — | 478 | +4,019 | New | Q1 2026 | May 06, 2026 |
| Traveka Wealth, LLC | History | No change | 3,987 | 820 | 0.31% | 0.34% | 479 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| STEPHENS INC /AR/ | History | Added to | 3,983 | 819 | 0.01% | 0.01% | 480 | +94 | 2.42% | Q1 2026 | Apr 28, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 3,924 | 807 | 0.22% | 0.2% | 481 | +7 | 0.18% | Q1 2026 | Apr 28, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 3,882 | 798 | 0.03% | 0.03% | 482 | -354 | -8.36% | Q1 2026 | Apr 14, 2026 |
| Fiduciary Wealth Partners, LLC | History | Reduced | 3,865 | 795 | 0.52% | 0.35% | 483 | -227 | -5.55% | Q1 2026 | May 06, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 3,865 | 795 | 0.6% | 0.6% | 484 | -54 | -1.38% | Q1 2026 | May 08, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 3,838 | 789 | 0.12% | 0.14% | 485 | -459 | -10.68% | Q1 2026 | Apr 30, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 3,797 | 781 | 0.01% | 0.01% | 486 | +382 | 11.19% | Q1 2026 | May 01, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,774 | 776 | 0.09% | — | 487 | +3,774 | New | Q1 2026 | May 15, 2026 |
| Caldwell Trust Co | History | No change | 3,768 | 775 | 0.07% | 0.07% | 488 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ORG Partners LLC | History | No change | 3,702 | 774 | 0.14% | 0.14% | 489 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Holos Integrated Wealth LLC | History | No change | 3,678 | 769 | 0.39% | 0.43% | 490 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 3,719 | 765 | 0.05% | 0.05% | 492 | -30 | -0.8% | Q1 2026 | May 05, 2026 |
| Bouchey Financial Group Ltd | History | No change | 3,561 | 765 | 0.06% | 0.06% | 491 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 3,715 | 764 | 0.27% | 0.34% | 493 | -18 | -0.48% | Q1 2026 | Apr 22, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 3,695 | 760 | 0.06% | 0.06% | 494 | -77 | -2.04% | Q1 2026 | Apr 08, 2026 |
| ASPIRIANT, LLC | History | No change | 3,680 | 757 | 0.02% | 0.02% | 495 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RPG Investment Advisory, LLC | History | Added to | 3,667 | 754 | 0.09% | 0.08% | 496 | +271 | 7.98% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 3,651 | 751 | 0.02% | — | 498 | +3,651 | New | Q1 2026 | May 07, 2026 |
| Modera Wealth Management, LLC | History | Added to | 3,652 | 751 | 0.01% | 0.01% | 497 | +478 | 15.06% | Q1 2026 | May 06, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 3,623 | 746 | 0.02% | 0.02% | 499 | -78 | -2.11% | Q1 2026 | Apr 21, 2026 |
| BCR Wealth Strategies, LLC | History | Reduced | 3,624 | 745 | 0.23% | 0.26% | 500 | -95 | -2.55% | Q1 2026 | May 01, 2026 |
| Sunflower Bank, N.A. | History | No change | 3,605 | 741 | 0.19% | 0.19% | 501 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 3,589 | 738 | 0.34% | 0.32% | 502 | +478 | 15.36% | Q1 2026 | Apr 09, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 3,588 | 738 | 0.21% | 0.2% | 503 | -17 | -0.47% | Q1 2026 | Apr 16, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 3,584 | 737 | 0.69% | 0.87% | 504 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Boston Trust Walden Corp | History | Reduced | 3,548 | 730 | 0.01% | 0.03% | 505 | -18,276 | -83.74% | Q1 2026 | Apr 24, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 3,546 | 729 | 0.09% | 0.11% | 506 | -772 | -17.88% | Q1 2026 | May 04, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 3,527 | 725 | 0.17% | 0.18% | 507 | -58 | -1.62% | Q1 2026 | Apr 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 3,504 | 721 | 0.01% | 0.01% | 508 | +476 | 15.72% | Q1 2026 | May 04, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 3,486 | 717 | 0.0% | 0.01% | 509 | -6,062 | -63.49% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 3,459 | 711 | 0.05% | — | 511 | +3,459 | New | Q1 2026 | Apr 28, 2026 |
| Midwest Trust Co | History | Reduced | 3,459 | 711 | 0.01% | 0.01% | 510 | -205 | -5.59% | Q1 2026 | May 01, 2026 |
| Evanson Asset Management, LLC | History | No change | 3,448 | 709 | 0.04% | 0.04% | 512 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Petix & Botte Co | History | No change | 3,430 | 705 | 0.16% | 0.16% | 513 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Forum Financial Management, LP | History | No change | 3,430 | 705 | 0.01% | 0.01% | 514 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Creekside Partners | History | Added to | 3,418 | 703 | 0.29% | 0.3% | 515 | +11 | 0.32% | Q1 2026 | Apr 21, 2026 |
| Synergy Investment Management, LLC | History | Added to | 3,414 | 702 | 0.23% | 0.25% | 516 | +45 | 1.34% | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 3,380 | 695 | 0.04% | 0.21% | 517 | -14,790 | -81.4% | Q1 2026 | Apr 30, 2026 |
| Callan Family Office, LLC | History | Reduced | 3,370 | 693 | 0.02% | 0.02% | 518 | -165 | -4.67% | Q1 2026 | May 13, 2026 |
| Texas Yale Capital Corp. | History | No change | 3,365 | 692 | 0.02% | 0.02% | 519 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PUREfi Wealth, LLC | History | No change | 3,359 | 691 | 0.45% | 0.54% | 520 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Mathes Company, Inc. | History | No change | 3,350 | 689 | 0.25% | 0.25% | 521 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LPWM LLC | History | Reduced | 3,335 | 686 | 0.17% | 0.19% | 522 | -186 | -5.28% | Q1 2026 | Apr 08, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 3,320 | 683 | 0.01% | 0.01% | 523 | +334 | 11.19% | Q1 2026 | Apr 08, 2026 |
| Cardinal Point Capital Management ULC | History | New | 3,304 | 679 | 0.04% | — | 525 | +3,304 | New | Q1 2026 | Apr 20, 2026 |
| Rossby Financial, LCC | History | Added to | 3,281 | 679 | 0.14% | 0.15% | 524 | +931 | 39.62% | Q1 2026 | May 11, 2026 |
| HORAN Wealth, LLC | History | Added to | 3,232 | 675 | 0.06% | 0.05% | 527 | +1,616 | 100.0% | Q1 2026 | May 08, 2026 |
| Wealth Architects, LLC | History | Reduced | 3,285 | 675 | 0.06% | 0.06% | 526 | -6 | -0.18% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | No change | 3,270 | 672 | 0.02% | 0.02% | 528 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,251 | 668 | 0.0% | 0.0% | 529 | +229 | 7.58% | Q1 2026 | Apr 30, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 3,250 | 668 | 0.03% | 0.03% | 530 | +3 | 0.09% | Q1 2026 | May 14, 2026 |
| Element Wealth, LLC | History | No change | 3,183 | 655 | 0.27% | 0.27% | 531 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 3,145 | 647 | 0.2% | 0.22% | 532 | +60 | 1.94% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 3,109 | 639 | 0.01% | 0.01% | 533 | +245 | 8.55% | Q1 2026 | May 13, 2026 |
| Financial Harvest, LLC | History | No change | 3,086 | 635 | 0.37% | 0.4% | 534 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Caprock Group, LLC | History | Reduced | 3,072 | 632 | 0.02% | 0.02% | 535 | -1,439 | -31.9% | Q1 2026 | May 11, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 3,065 | 630 | 0.03% | 0.03% | 537 | -69 | -2.2% | Q1 2026 | May 05, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 3,062 | 630 | 0.02% | 0.02% | 536 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 3,016 | 620 | 0.01% | 0.01% | 538 | +276 | 10.07% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 3,011 | 619 | 0.03% | 0.03% | 539 | +8 | 0.27% | Q1 2026 | Apr 28, 2026 |
| Venture Visionary Partners LLC | History | Added to | 3,009 | 619 | 0.02% | 0.02% | 540 | +1 | 0.03% | Q1 2026 | May 14, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 3,000 | 617 | 0.1% | 0.1% | 541 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 2,986 | 614 | 0.0% | 0.0% | 542 | -508 | -14.54% | Q1 2026 | May 15, 2026 |
| ARS Investment Partners, LLC | History | No change | 2,975 | 612 | 0.03% | 0.04% | 543 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| King Wealth Management Group | History | Added to | 2,970 | 611 | 0.08% | 0.07% | 544 | +6 | 0.2% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,923 | 611 | 0.01% | 0.01% | 545 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 2,960 | 609 | 0.01% | 0.01% | 546 | +3 | 0.1% | Q1 2026 | Apr 10, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 2,954 | 607 | 0.45% | 0.29% | 547 | +1,200 | 68.42% | Q1 2026 | Apr 10, 2026 |
| Odyssey Capital Advisors, Inc. | History | Reduced | 2,954 | 607 | 0.54% | 0.58% | 548 | -178 | -5.68% | Q1 2026 | Apr 29, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 2,922 | 601 | 0.31% | 0.28% | 549 | +318 | 12.21% | Q1 2026 | May 13, 2026 |
| Narwhal Capital Management | History | No change | 2,917 | 600 | 0.04% | 0.04% | 550 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Busey Bank | History | Added to | 2,888 | 594 | 0.02% | 0.02% | 551 | +53 | 1.87% | Q1 2026 | Apr 28, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 2,881 | 592 | 0.34% | 0.35% | 552 | -72 | -2.44% | Q1 2026 | Apr 09, 2026 |
| LongView Wealth Management | History | Added to | 2,676 | 588 | 0.15% | 0.14% | 553 | +6 | 0.22% | Q1 2026 | Apr 15, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 2,854 | 587 | 0.04% | 0.05% | 554 | -1,596 | -35.87% | Q1 2026 | May 11, 2026 |
| Montecito Bank & Trust | History | Reduced | 2,802 | 576 | 0.09% | 0.1% | 555 | -98 | -3.38% | Q1 2026 | Apr 16, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | New | 2,792 | 574 | 0.2% | — | 556 | +2,792 | New | Q1 2026 | Apr 27, 2026 |
| PCM Encore, LLC | History | New | 2,779 | 571 | 0.12% | — | 557 | +2,779 | New | Q1 2026 | May 12, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 2,765 | 568 | 0.02% | 0.02% | 558 | +547 | 24.66% | Q1 2026 | Apr 13, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | New | 2,756 | 567 | 0.15% | — | 560 | +2,756 | New | Q1 2026 | May 12, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 2,653 | 567 | 0.07% | 0.07% | 559 | +63 | 2.43% | Q1 2026 | Apr 22, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 2,752 | 566 | 0.06% | 0.31% | 561 | -12,329 | -81.75% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 2,737 | 563 | 0.0% | 0.0% | 562 | +487 | 21.64% | Q1 2026 | May 11, 2026 |
| Compound Planning, Inc. | History | Added to | 2,727 | 561 | 0.02% | 0.01% | 565 | +707 | 35.0% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,731 | 561 | 0.0% | 0.0% | 563 | +123 | 4.72% | Q1 2026 | May 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 2,727 | 561 | 0.01% | 0.01% | 564 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tortoise Investment Management, LLC | History | No change | 2,712 | 558 | 0.05% | 0.05% | 566 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 2,708 | 557 | 0.17% | 0.18% | 567 | -177 | -6.14% | Q1 2026 | Apr 13, 2026 |
| Koenig Investment Advisory, LLC | History | Added to | 2,637 | 542 | 0.46% | 0.47% | 568 | +3 | 0.11% | Q1 2026 | Apr 16, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 2,630 | 541 | 0.36% | 0.41% | 569 | -182 | -6.47% | Q1 2026 | Apr 21, 2026 |
| Ballast, Inc. | History | No change | 2,625 | 540 | 0.12% | 0.13% | 570 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Align Financial, LLC | History | Reduced | 2,610 | 537 | 0.31% | 0.32% | 571 | -543,193 | -99.52% | Q1 2026 | May 08, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 2,608 | 536 | 0.07% | 0.08% | 572 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 2,591 | 533 | 0.04% | 0.04% | 573 | +47 | 1.85% | Q1 2026 | May 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 2,575 | 529 | 0.06% | 0.06% | 574 | -60 | -2.28% | Q1 2026 | May 11, 2026 |
| Newton One Investments LLC | History | Added to | 2,574 | 529 | 0.14% | 0.16% | 575 | +2 | 0.08% | Q1 2026 | Apr 24, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Reduced | 2,522 | 518 | 0.09% | 0.1% | 576 | -72 | -2.78% | Q1 2026 | Apr 13, 2026 |
| L. Roy Papp & Associates, LLP | History | Added to | 2,510 | 516 | 0.06% | 0.06% | 577 | +63 | 2.57% | Q1 2026 | Apr 14, 2026 |
| Archer Investment Corp | History | Reduced | 2,495 | 513 | 0.11% | 0.17% | 578 | -1,006 | -28.73% | Q1 2026 | May 04, 2026 |
| Bogart Wealth, LLC | History | Reduced | 2,480 | 510 | 0.02% | 0.02% | 579 | -354 | -12.49% | Q1 2026 | Apr 28, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 2,478 | 510 | 0.49% | 0.48% | 580 | +26 | 1.06% | Q1 2026 | May 06, 2026 |
| Atlatl Advisers LLC | History | Reduced | 2,474 | 509 | 0.38% | 1.07% | 581 | -10,933 | -81.55% | Q1 2026 | May 07, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 2,469 | 508 | 0.02% | 0.02% | 582 | -10 | -0.4% | Q1 2026 | Apr 16, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,455 | 505 | 0.05% | 0.05% | 583 | -383 | -13.5% | Q1 2026 | Apr 30, 2026 |
| M3 Advisory Group, LLC | History | Added to | 2,446 | 503 | 0.31% | 0.31% | 584 | +3 | 0.12% | Q1 2026 | Apr 22, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 2,225 | 501 | 0.14% | 0.15% | 585 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Essex Financial Services, Inc. | History | Added to | 2,428 | 499 | 0.03% | 0.03% | 586 | +1 | 0.04% | Q1 2026 | Apr 24, 2026 |
| TRUEFG, LLC | History | Added to | 2,415 | 497 | 0.13% | 0.13% | 587 | +9 | 0.37% | Q1 2026 | Apr 22, 2026 |
| BSW Wealth Partners | History | No change | 2,410 | 495 | 0.06% | 0.06% | 588 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 2,386 | 490 | 0.01% | 0.01% | 589 | -16 | -0.67% | Q1 2026 | Apr 21, 2026 |
| CENTRAL TRUST Co | History | Added to | 2,335 | 480 | 0.01% | 0.01% | 590 | +182 | 8.45% | Q1 2026 | Apr 17, 2026 |
| Eagle Strategies LLC | History | Reduced | 2,326 | 478 | 0.06% | 0.06% | 591 | -29 | -1.23% | Q1 2026 | Apr 20, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 2,308 | 474 | 0.05% | 0.04% | 592 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Claro Advisors Inc. | History | Added to | 2,301 | 473 | 0.06% | 0.04% | 593 | +857 | 59.35% | Q1 2026 | Apr 21, 2026 |
| Veridan Wealth LLC | History | Reduced | 2,301 | 473 | 0.17% | 0.16% | 594 | -8 | -0.35% | Q1 2026 | May 15, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 2,282 | 470 | 0.06% | 0.06% | 596 | -106 | -4.44% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,288 | 470 | 0.02% | 0.03% | 595 | -92 | -3.87% | Q1 2026 | Apr 17, 2026 |
| Michels Family Financial, LLC | History | Added to | 2,285 | 470 | 0.34% | 0.35% | 597 | +6 | 0.26% | Q1 2026 | Apr 24, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 2,277 | 468 | 0.13% | 0.13% | 598 | +1 | 0.04% | Q1 2026 | Apr 08, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 2,271 | 467 | 0.04% | 0.05% | 599 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 2,270 | 467 | 0.01% | 0.01% | 600 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Obermeyer Wealth Partners | History | No change | 2,268 | 466 | 0.02% | 0.02% | 601 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Advisory Alpha, LLC | History | Added to | 2,247 | 462 | 0.01% | 0.01% | 602 | +1,131 | 101.34% | Q1 2026 | May 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 2,232 | 459 | 0.01% | 0.01% | 603 | +8 | 0.36% | Q1 2026 | May 07, 2026 |
| Moors & Cabot, Inc. | History | Added to | 2,212 | 455 | 0.02% | 0.02% | 604 | +9 | 0.41% | Q1 2026 | May 08, 2026 |
| Olistico Wealth, LLC | History | Reduced | 2,179 | 448 | 0.22% | 0.23% | 605 | -59 | -2.64% | Q1 2026 | Apr 08, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 2,176 | 447 | 0.08% | 0.1% | 606 | -421 | -16.21% | Q1 2026 | Apr 23, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 2,166 | 445 | 0.18% | 0.18% | 607 | +132 | 6.49% | Q1 2026 | Apr 21, 2026 |
| Breakwater Capital Group | History | Added to | 2,140 | 440 | 0.06% | 0.05% | 608 | +380 | 21.59% | Q1 2026 | Apr 20, 2026 |
| Kathmere Capital Management, LLC | History | New | 2,119 | 436 | 0.03% | — | 610 | +2,119 | New | Q1 2026 | Apr 28, 2026 |
| HANOVER ADVISORS INC | History | No change | 2,123 | 436 | 0.18% | 0.17% | 609 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hardworking Capital Advisors, LLC | History | No change | 2,115 | 435 | 0.41% | 0.4% | 611 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| First County Bank /CT/ | History | Reduced | 2,104 | 433 | 0.23% | 0.24% | 612 | -50 | -2.32% | Q1 2026 | Apr 03, 2026 |
| Rathbones Group PLC | History | Reduced | 2,100 | 432 | 0.0% | 0.0% | 613 | -132 | -5.91% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,100 | 432 | 0.01% | 0.01% | 614 | -39 | -1.82% | Q1 2026 | May 07, 2026 |
| Embree Financial Group | History | New | 2,098 | 431 | 0.05% | — | 615 | +2,098 | New | Q1 2026 | Apr 23, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 2,093 | 430 | 0.0% | 0.0% | 616 | +36 | 1.75% | Q1 2026 | May 15, 2026 |
| SEEDS INVESTOR LLC | History | New | 1,945 | 428 | 0.06% | — | 617 | +1,945 | New | Q1 2026 | May 11, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 2,076 | 427 | 0.14% | 0.13% | 618 | -243 | -10.48% | Q1 2026 | Apr 15, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 2,072 | 426 | 0.04% | 0.05% | 619 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Next Level Private LLC | History | Reduced | 2,055 | 422 | 0.1% | 0.12% | 620 | -70 | -3.29% | Q1 2026 | Apr 23, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 2,032 | 418 | 0.06% | — | 621 | +2,032 | New | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,094 | 416 | 0.02% | 0.02% | 622 | -75 | -3.46% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | Added to | 2,021 | 415 | 0.01% | 0.02% | 624 | +370 | 22.41% | Q1 2026 | Apr 21, 2026 |
| Sowell Financial Services LLC | History | Reduced | 2,019 | 415 | 0.02% | 0.02% | 623 | -300 | -12.94% | Q1 2026 | Apr 20, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 2,365 | 414 | 0.28% | — | 625 | +2,365 | New | Q1 2026 | May 13, 2026 |
| Downshift Financial, LLC | History | Added to | 1,854 | 413 | 0.21% | 0.22% | 627 | +120 | 6.92% | Q1 2026 | Apr 29, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,975 | 413 | 0.02% | 0.02% | 626 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Garde Capital, Inc. | History | No change | 2,000 | 411 | 0.02% | 0.02% | 628 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 1,999 | 411 | 0.05% | 0.06% | 629 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 1,997 | 410 | 0.07% | 0.09% | 632 | -546 | -21.47% | Q1 2026 | Apr 07, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 1,996 | 410 | 0.01% | 0.01% | 630 | -57 | -2.78% | Q1 2026 | May 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,791 | 410 | 0.05% | 0.06% | 634 | +1 | 0.06% | Q1 2026 | May 06, 2026 |
| Orgel Wealth Management, LLC | History | No change | 1,993 | 410 | 0.01% | 0.01% | 631 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Austin Private Wealth, LLC | History | No change | 1,962 | 410 | 0.03% | 0.03% | 633 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 1,991 | 409 | 0.02% | 0.02% | 635 | +91 | 4.79% | Q1 2026 | Apr 14, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 1,988 | 409 | 0.14% | 0.14% | 636 | +40 | 2.05% | Q1 2026 | Apr 29, 2026 |
| Capital Analysts, LLC | History | Added to | 1,981 | 407 | 0.01% | 0.0% | 637 | +1,886 | 1985.26% | Q1 2026 | May 14, 2026 |
| SPINNAKER TRUST | History | Reduced | 1,964 | 404 | 0.02% | 0.02% | 638 | -46 | -2.29% | Q1 2026 | Apr 23, 2026 |
| Truepoint, Inc. | History | Added to | 1,966 | 404 | 0.01% | 0.01% | 639 | +4 | 0.2% | Q1 2026 | May 08, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | New | 1,960 | 403 | 0.07% | — | 641 | +1,960 | New | Q1 2026 | May 14, 2026 |
| London & Capital Asset Management Ltd | History | No change | 1,959 | 403 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 1,948 | 400 | 0.07% | 0.07% | 642 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 1,942 | 399 | 0.0% | 0.0% | 643 | +561 | 40.62% | Q1 2026 | Apr 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 1,937 | 398 | 0.01% | 0.01% | 645 | +234 | 13.74% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,934 | 398 | 0.01% | 0.01% | 644 | -9 | -0.46% | Q1 2026 | Apr 07, 2026 |
| CRA Financial Services, LLC | History | Added to | 1,931 | 397 | 0.05% | 0.05% | 647 | +45 | 2.39% | Q1 2026 | Apr 09, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 1,900 | 397 | 0.03% | 0.03% | 646 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 1,924 | 395 | 0.0% | 0.01% | 648 | +7 | 0.37% | Q1 2026 | May 11, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 1,725 | 395 | 0.04% | 0.05% | 649 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Integrity Wealth Partners, LLC | History | New | 1,909 | 392 | 0.35% | — | 650 | +1,909 | New | Q1 2026 | Apr 27, 2026 |
| Schiavi & Co LLC | History | Added to | 1,894 | 389 | 0.12% | 0.13% | 651 | +3 | 0.16% | Q1 2026 | May 11, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 1,889 | 388 | 0.04% | 0.04% | 652 | -131 | -6.49% | Q1 2026 | May 07, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,880 | 387 | 0.0% | 0.0% | 653 | +645 | 52.23% | Q1 2026 | May 05, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Reduced | 1,883 | 387 | 0.31% | 0.33% | 654 | -3 | -0.16% | Q1 2026 | May 05, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 1,859 | 382 | 0.07% | 0.07% | 655 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 1,853 | 381 | 0.09% | 0.1% | 656 | -98 | -5.02% | Q1 2026 | Apr 20, 2026 |
| NIXON PEABODY TRUST CO | History | No change | 1,850 | 380 | 0.03% | 0.03% | 657 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 1,818 | 374 | 0.17% | 0.17% | 658 | -9 | -0.49% | Q1 2026 | Apr 08, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 1,813 | 373 | 0.07% | 0.1% | 659 | -413 | -18.55% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,809 | 372 | 0.0% | 0.0% | 660 | +190 | 11.74% | Q1 2026 | May 15, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 1,806 | 371 | 0.32% | 0.31% | 662 | +37 | 2.09% | Q1 2026 | May 06, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | No change | 1,804 | 371 | 0.02% | 0.02% | 661 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Teamwork Financial Advisors, LLC | History | No change | 1,800 | 370 | 0.04% | 0.04% | 663 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 1,795 | 369 | 0.14% | 0.14% | 664 | +115 | 6.85% | Q1 2026 | Apr 28, 2026 |
| Rodgers & Associates, LTD | History | No change | 1,789 | 368 | 0.04% | 0.04% | 665 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,781 | 366 | 0.0% | 0.0% | 666 | +273 | 18.1% | Q1 2026 | May 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 1,775 | 365 | 0.01% | 0.01% | 667 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bay Capital Advisors, LLC | History | No change | 1,760 | 362 | 0.22% | 0.22% | 668 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Evercore Wealth Management, LLC | History | No change | 1,755 | 361 | 0.01% | 0.01% | 669 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,758 | 361 | 0.09% | 0.09% | 670 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 1,729 | 360 | 0.08% | 0.08% | 671 | +3 | 0.17% | Q1 2026 | Apr 08, 2026 |
| MKT Advisors LLC | History | No change | 1,725 | 360 | 0.12% | 0.13% | 672 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,748 | 359 | 0.01% | 0.0% | 674 | +545 | 45.3% | Q1 2026 | Apr 22, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 1,748 | 359 | 0.03% | 0.02% | 673 | +119 | 7.31% | Q1 2026 | May 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 1,747 | 359 | 0.05% | 0.05% | 675 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 1,743 | 358 | 0.01% | 0.01% | 676 | -147 | -7.78% | Q1 2026 | May 11, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 1,735 | 357 | 0.11% | 0.08% | 677 | -1 | -0.06% | Q1 2026 | May 12, 2026 |
| Accredited Investors Inc. | History | No change | 1,730 | 356 | 0.02% | 0.02% | 678 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 1,705 | 350 | 0.0% | 0.01% | 679 | -5,402 | -76.01% | Q1 2026 | May 05, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 1,700 | 349 | 0.16% | 0.16% | 680 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cannell & Spears LLC | History | No change | 1,700 | 349 | 0.01% | 0.01% | 681 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prospect Financial Group LLC | History | No change | 1,692 | 348 | 0.32% | 0.33% | 682 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Enclave Advisors LLC | History | No change | 1,687 | 347 | 0.05% | 0.05% | 683 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PFG Investments, LLC | History | Added to | 1,675 | 344 | 0.02% | 0.01% | 685 | +509 | 43.65% | Q1 2026 | Apr 27, 2026 |
| GW&K Investment Management, LLC | History | Added to | 1,670 | 344 | 0.0% | 0.0% | 684 | +157 | 10.38% | Q1 2026 | May 13, 2026 |
| 71 West Capital Partners | History | No change | 1,673 | 344 | 0.02% | 0.02% | 686 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| New Perspectives, Inc | History | No change | 1,668 | 343 | 0.12% | 0.12% | 687 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Millstone Evans Group, LLC | History | New | 1,658 | 341 | 0.2% | — | 689 | +1,658 | New | Q1 2026 | Apr 30, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 1,658 | 341 | 0.1% | 0.04% | 688 | +1,039 | 167.85% | Q1 2026 | Apr 23, 2026 |
| Merited Wealth, LLC | History | Reduced | 1,651 | 339 | 0.28% | 0.33% | 691 | -45 | -2.65% | Q1 2026 | Apr 24, 2026 |
| Unconventional Investor, LLC | History | Added to | 1,650 | 339 | 0.16% | 0.16% | 690 | +2 | 0.12% | Q1 2026 | May 18, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,639 | 337 | 0.05% | 0.06% | 692 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NWF Advisory Services Inc. | History | Added to | 1,630 | 335 | 0.04% | 0.04% | 694 | +24 | 1.49% | Q1 2026 | May 04, 2026 |
| Ruggaard & Associates LLC | History | No change | 1,604 | 335 | 0.13% | 0.13% | 693 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Manuka Financial, LLC | History | Added to | 1,627 | 334 | 0.21% | 0.21% | 695 | +2 | 0.12% | Q1 2026 | May 07, 2026 |
| Smithfield Trust Co | History | No change | 1,609 | 333 | 0.01% | 0.01% | 696 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Leo Wealth, LLC | History | Added to | 1,608 | 331 | 0.02% | 0.02% | 697 | +5 | 0.31% | Q1 2026 | May 05, 2026 |
| OneAscent Family Office, LLC | History | New | 1,607 | 330 | 0.23% | — | 699 | +1,607 | New | Q1 2026 | Apr 21, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 1,606 | 330 | 0.06% | 0.06% | 698 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 1,601 | 329 | 0.01% | 0.01% | 700 | -1 | -0.06% | Q1 2026 | Apr 28, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 1,595 | 328 | 0.0% | — | 701 | +1,595 | New | Q1 2026 | May 15, 2026 |
| Verum Partners LLC | History | Added to | 1,589 | 327 | 0.06% | 0.05% | 703 | +309 | 24.14% | Q1 2026 | Apr 15, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 1,591 | 327 | 0.28% | 0.27% | 702 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 1,584 | 325 | 0.02% | 0.02% | 707 | -205 | -11.46% | Q1 2026 | Apr 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 1,580 | 325 | 0.0% | 0.0% | 704 | -41 | -2.53% | Q1 2026 | Apr 07, 2026 |
| Innova Wealth Partners | History | Added to | 1,583 | 325 | 0.15% | 0.17% | 706 | +1 | 0.06% | Q1 2026 | Apr 24, 2026 |
| Glenview Trust Co | History | No change | 1,583 | 325 | 0.01% | 0.01% | 705 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ALERUS FINANCIAL NA | History | No change | 1,575 | 324 | 0.02% | 0.02% | 708 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 1,570 | 323 | 0.02% | 0.03% | 709 | -1,200 | -43.32% | Q1 2026 | Apr 29, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,571 | 323 | 0.01% | 0.01% | 710 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Trek Financial, LLC | History | No change | 1,566 | 322 | 0.02% | 0.02% | 711 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 1,561 | 321 | 0.08% | 0.09% | 712 | -194 | -11.05% | Q1 2026 | May 11, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 1,549 | 318 | 0.2% | 0.11% | 713 | -63 | -3.91% | Q1 2026 | May 01, 2026 |
| Sovran Advisors, LLC | History | New | 1,406 | 317 | 0.02% | — | 714 | +1,406 | New | Q1 2026 | May 01, 2026 |
| Balefire, LLC | History | Reduced | 1,538 | 316 | 0.06% | 0.06% | 715 | -11 | -0.71% | Q1 2026 | May 07, 2026 |
| Juno Financial Group LLC | History | Added to | 1,532 | 315 | 0.12% | 0.13% | 717 | +5 | 0.33% | Q1 2026 | May 06, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 1,492 | 315 | 0.05% | 0.05% | 716 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| VestGen Advisors, LLC | History | Reduced | 1,373 | 312 | 0.01% | 0.11% | 719 | -10,788 | -88.71% | Q1 2026 | May 14, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 1,517 | 312 | 0.03% | 0.03% | 718 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 1,514 | 311 | 0.01% | 0.01% | 720 | +40 | 2.71% | Q1 2026 | Apr 08, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 1,515 | 311 | 0.04% | 0.04% | 721 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mirador Capital Partners LP | History | Added to | 1,509 | 310 | 0.04% | 0.04% | 722 | +9 | 0.6% | Q1 2026 | Apr 08, 2026 |
| Clearstead Trust, LLC | History | No change | 1,508 | 310 | 0.05% | 0.05% | 723 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 1,500 | 308 | 0.17% | 0.17% | 724 | +24 | 1.63% | Q1 2026 | Apr 09, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 1,492 | 307 | 0.2% | 0.19% | 725 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Biltmore Family Office, LLC | History | No change | 1,492 | 307 | 0.04% | 0.04% | 726 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 1,487 | 306 | 0.03% | 0.03% | 727 | +115 | 8.38% | Q1 2026 | May 05, 2026 |
| Brown Financial Advisory | History | No change | 1,487 | 306 | 0.15% | 0.16% | 728 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NCM Capital Management, LLC | History | No change | 1,487 | 306 | 0.11% | 0.11% | 729 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Polaris Investment Advisors, LLC | History | No change | 1,479 | 304 | 0.22% | 0.22% | 730 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Madson Wealth Advisors Inc | History | New | 1,477 | 303 | 0.25% | — | 732 | +1,477 | New | Q1 2026 | Apr 21, 2026 |
| Westmount Partners, LLC | History | No change | 1,476 | 303 | 0.07% | 0.08% | 731 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 1,467 | 301 | 0.04% | 0.04% | 733 | -276 | -15.83% | Q1 2026 | Apr 23, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 1,461 | 300 | 0.03% | 0.03% | 735 | +133 | 10.02% | Q1 2026 | Apr 09, 2026 |
| Northstar Group, Inc. | History | Reduced | 1,461 | 300 | 0.04% | 0.04% | 734 | -62 | -4.07% | Q1 2026 | Apr 28, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Added to | 1,456 | 299 | 0.29% | 0.28% | 736 | +20 | 1.39% | Q1 2026 | Apr 14, 2026 |
| Sequent Planning LLC | History | New | 1,440 | 296 | 0.07% | — | 738 | +1,440 | New | Q1 2026 | Apr 21, 2026 |
| M&T BANK CORP | History | Reduced | 1,443 | 296 | 0.0% | 0.0% | 737 | -384 | -21.02% | Q1 2026 | May 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 1,436 | 295 | 0.01% | 0.01% | 739 | +60 | 4.36% | Q1 2026 | May 01, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 1,426 | 293 | 0.0% | 0.0% | 740 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 1,420 | 292 | 0.0% | — | 741 | +1,420 | New | Q1 2026 | May 01, 2026 |
| Heritage Financial Services, LLC | History | No change | 1,391 | 290 | 0.02% | 0.02% | 742 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 1,397 | 287 | 0.17% | 0.19% | 743 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 1,393 | 286 | 0.14% | 0.17% | 745 | -245 | -14.96% | Q1 2026 | May 15, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 1,392 | 286 | 0.15% | 0.15% | 744 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Geometric Wealth Advisors | History | Added to | 1,385 | 284 | 0.04% | 0.04% | 746 | +27 | 1.99% | Q1 2026 | May 13, 2026 |
| Intelligent Financial Strategies | History | Added to | 1,375 | 283 | 0.15% | 0.14% | 747 | +3 | 0.22% | Q1 2026 | Apr 28, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 1,370 | 281 | 0.11% | 0.11% | 748 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Welch Group, LLC | History | No change | 1,365 | 280 | 0.01% | 0.01% | 749 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TFO Wealth Partners, LLC | History | New | 1,359 | 279 | 0.04% | — | 753 | +1,359 | New | Q1 2026 | May 08, 2026 |
| NWAM LLC | History | New | 1,357 | 279 | 0.02% | — | 752 | +1,357 | New | Q1 2026 | May 04, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 1,355 | 279 | 0.0% | 0.0% | 750 | +99 | 7.88% | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | Added to | 1,358 | 279 | 0.02% | 0.02% | 751 | +7 | 0.52% | Q1 2026 | Apr 28, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 1,344 | 276 | 0.02% | 0.02% | 754 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Davis Investment Partners, LLC | History | No change | 1,334 | 274 | 0.1% | 0.1% | 755 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 1,327 | 273 | 0.03% | 0.05% | 757 | -531 | -28.58% | Q1 2026 | Apr 07, 2026 |
| Haverford Trust Co | History | Added to | 1,328 | 273 | 0.0% | 0.0% | 756 | +197 | 17.42% | Q1 2026 | May 11, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 1,312 | 270 | 0.23% | 0.23% | 759 | +1 | 0.08% | Q1 2026 | May 05, 2026 |
| Colonial Trust Advisors | History | No change | 1,316 | 270 | 0.02% | 0.02% | 758 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Belvedere Trading LLC | History | Reduced | 1,300 | 267 | 0.0% | 0.0% | 760 | -3,100 | -70.45% | Q1 2026 | May 12, 2026 |
| Midway Capital Research & Management | History | No change | 1,301 | 267 | 0.25% | 0.27% | 761 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NBT BANK N A /NY | History | Added to | 1,293 | 266 | 0.02% | 0.02% | 763 | +67 | 5.46% | Q1 2026 | Apr 28, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 1,395 | 266 | 0.07% | 0.08% | 762 | +63 | 4.73% | Q1 2026 | May 06, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Added to | 1,296 | 266 | 0.14% | 0.14% | 765 | +5 | 0.39% | Q1 2026 | Apr 27, 2026 |
| Passive Capital Management, LLC. | History | No change | 1,295 | 266 | 0.08% | 0.08% | 764 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 1,290 | 265 | 0.05% | 0.05% | 767 | -10 | -0.77% | Q1 2026 | May 11, 2026 |
| Fiera Capital Corp | History | No change | 1,292 | 265 | 0.0% | 0.0% | 766 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Curi Capital, LLC | History | New | 1,287 | 264 | 0.0% | — | 768 | +1,287 | New | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 1,282 | 263 | 0.09% | 0.09% | 770 | +56 | 4.57% | Q1 2026 | Apr 24, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 1,280 | 263 | 0.05% | 0.06% | 769 | +4 | 0.31% | Q1 2026 | Apr 16, 2026 |
| Summit Global Investments | History | Reduced | 1,272 | 262 | 0.02% | 0.02% | 771 | -17 | -1.32% | Q1 2026 | May 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 1,179 | 261 | 0.0% | — | 772 | +1,179 | New | Q1 2026 | May 01, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 1,266 | 260 | 0.0% | 0.0% | 774 | +197 | 18.43% | Q1 2026 | May 13, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 1,266 | 260 | 0.06% | 0.06% | 773 | +71 | 5.94% | Q1 2026 | Apr 27, 2026 |
| D.B. Root & Company, LLC | History | New | 1,263 | 259 | 0.06% | — | 776 | +1,263 | New | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 1,261 | 259 | 0.01% | 0.01% | 775 | -44 | -3.37% | Q1 2026 | Apr 09, 2026 |
| Auour Investments LLC | History | No change | 1,256 | 258 | 0.08% | 0.08% | 777 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 1,258 | 258 | 0.01% | 0.01% | 778 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keystone Financial Group | History | Reduced | 1,125 | 254 | 0.02% | 0.03% | 779 | -932 | -45.31% | Q1 2026 | May 13, 2026 |
| GC Wealth Management RIA, LLC | History | New | 1,234 | 253 | 0.01% | — | 780 | +1,234 | New | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | New | 1,109 | 251 | 0.01% | — | 781 | +1,109 | New | Q1 2026 | May 04, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 1,209 | 248 | 0.06% | 0.06% | 782 | -35 | -2.81% | Q1 2026 | Apr 17, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 1,201 | 247 | 0.06% | 0.06% | 783 | -207 | -14.7% | Q1 2026 | Apr 30, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 1,198 | 246 | 0.15% | 0.15% | 784 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SVRN Asset Management, LLC | History | No change | 1,200 | 246 | 0.24% | 0.21% | 785 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Farmers National Bank | History | No change | 1,167 | 244 | 0.05% | 0.05% | 786 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 1,178 | 242 | 0.15% | 0.16% | 787 | -131 | -10.01% | Q1 2026 | May 07, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 1,174 | 241 | 0.06% | 0.06% | 788 | +39 | 3.44% | Q1 2026 | Apr 24, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 1,170 | 240 | 0.01% | — | 790 | +1,170 | New | Q1 2026 | May 11, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 1,170 | 240 | 0.01% | 0.01% | 789 | +1 | 0.09% | Q1 2026 | Apr 29, 2026 |
| MONECO ADVISORS, LLC | History | New | 1,162 | 239 | 0.02% | — | 791 | +1,162 | New | Q1 2026 | May 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | New | 1,146 | 235 | 0.0% | — | 793 | +1,146 | New | Q1 2026 | May 13, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 1,143 | 235 | 0.16% | 0.17% | 792 | -50 | -4.19% | Q1 2026 | May 04, 2026 |
| XTX Topco Ltd | History | New | 1,139 | 234 | 0.0% | — | 796 | +1,139 | New | Q1 2026 | May 15, 2026 |
| Goodman Financial Corp | History | No change | 1,141 | 234 | 0.04% | 0.05% | 794 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| VANCE WEALTH, LLC | History | No change | 1,138 | 234 | 0.07% | 0.07% | 795 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Adirondack Capital Advisors, LLC | History | Added to | 1,133 | 233 | 0.15% | 0.16% | 797 | +3 | 0.27% | Q1 2026 | Apr 09, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 1,128 | 232 | 0.08% | 0.07% | 798 | +99 | 9.62% | Q1 2026 | May 04, 2026 |
| ABLE Financial Group, LLC | History | No change | 1,124 | 231 | 0.05% | 0.05% | 799 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 1,121 | 230 | 0.0% | 0.0% | 800 | -14 | -1.23% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,099 | 226 | 0.01% | 0.01% | 801 | +175 | 18.94% | Q1 2026 | Apr 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,097 | 225 | 0.01% | 0.01% | 802 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,091 | 224 | 0.01% | 0.01% | 803 | +19 | 1.77% | Q1 2026 | Apr 13, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 1,089 | 224 | 0.02% | 0.02% | 804 | +1 | 0.09% | Q1 2026 | Apr 22, 2026 |
| Summit Wealth Partners, LLC | History | New | 1,084 | 223 | 0.04% | — | 806 | +1,084 | New | Q1 2026 | Apr 17, 2026 |
| Taylor Securities Services, Inc. | History | No change | 1,088 | 223 | 0.1% | 0.1% | 805 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| One Day In July LLC | History | Reduced | 1,079 | 222 | 0.02% | 0.02% | 808 | -26 | -2.35% | Q1 2026 | May 05, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 1,033 | 222 | 0.02% | 0.02% | 807 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 1,075 | 221 | 0.03% | 0.03% | 810 | -246 | -18.62% | Q1 2026 | Apr 08, 2026 |
| Carnegie Investment Counsel | History | No change | 1,076 | 221 | 0.0% | 0.0% | 809 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Daviman Financial, LLC | History | No change | 1,075 | 221 | 0.13% | 0.13% | 811 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,072 | 220 | 0.03% | 0.03% | 812 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 1,069 | 220 | 0.17% | 0.18% | 813 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bath Savings Trust Co | History | Added to | 1,062 | 218 | 0.02% | 0.02% | 815 | +23 | 2.21% | Q1 2026 | Apr 07, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 1,062 | 218 | 0.07% | 0.07% | 814 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Realta Investment Advisors | History | No change | 1,062 | 218 | 0.08% | 0.07% | 816 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 1,061 | 218 | 0.26% | 0.19% | 817 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bragg Financial Advisors, Inc | History | New | 1,050 | 216 | 0.01% | — | 818 | +1,050 | New | Q1 2026 | May 15, 2026 |
| Brio Consultants, LLC | History | New | 941 | 215 | 0.03% | — | 819 | +941 | New | Q1 2026 | May 06, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 1,043 | 214 | 0.01% | 0.01% | 820 | -9 | -0.86% | Q1 2026 | Apr 28, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 1,036 | 213 | 0.0% | 0.0% | 821 | +21 | 2.07% | Q1 2026 | May 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 1,033 | 212 | 0.01% | 0.02% | 822 | -400 | -27.91% | Q1 2026 | Apr 17, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 1,026 | 211 | 0.1% | 0.1% | 824 | +3 | 0.29% | Q1 2026 | Apr 24, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 1,030 | 211 | 0.02% | 0.02% | 823 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Kingsman Wealth Management, Inc. | History | Added to | 1,021 | 210 | 0.12% | 0.11% | 825 | +3 | 0.29% | Q1 2026 | Apr 21, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 1,015 | 208 | 0.13% | 0.13% | 826 | -25 | -2.4% | Q1 2026 | Apr 21, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 1,002 | 206 | 0.01% | 0.02% | 827 | -31 | -3.0% | Q1 2026 | May 05, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 1,002 | 206 | 0.01% | 0.01% | 829 | -18 | -1.76% | Q1 2026 | Apr 28, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 1,002 | 206 | 0.01% | 0.01% | 828 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 470 | 205 | 0.06% | 0.09% | 835 | -1,040 | -68.87% | Q1 2026 | May 01, 2026 |
| S.A. Mason LLC | History | Added to | 1,000 | 205 | 0.08% | 0.07% | 833 | +100 | 11.11% | Q1 2026 | Apr 27, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 998 | 205 | 0.13% | 0.14% | 837 | +3 | 0.3% | Q1 2026 | Apr 21, 2026 |
| BANK OF HAWAII | History | No change | 997 | 205 | 0.01% | 0.01% | 830 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 1,000 | 205 | 0.02% | 0.02% | 831 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 1,000 | 205 | 0.04% | 0.04% | 832 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AF Advisors, Inc. | History | No change | 1,000 | 205 | 0.11% | 0.08% | 834 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bawa N Mallick Trust | History | No change | 1,000 | 205 | 0.08% | 0.08% | 836 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STOCK YARDS BANK & TRUST CO | History | New | 995 | 204 | 0.01% | — | 839 | +995 | New | Q1 2026 | Apr 24, 2026 |
| EQ LLC | History | No change | 993 | 204 | 0.06% | 0.06% | 838 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| UNION SAVINGS BANK | History | No change | 989 | 203 | 0.09% | 0.09% | 840 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bridgewater Advisors Inc. | History | New | 887 | 201 | 0.01% | — | 842 | +887 | New | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 980 | 201 | 0.0% | 0.0% | 841 | -342 | -25.87% | Q1 2026 | May 12, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | New | 974 | 200 | 0.01% | — | 845 | +974 | New | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | New | 903 | 200 | 0.01% | — | 846 | +903 | New | Q1 2026 | Apr 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 973 | 200 | 0.0% | 0.0% | 843 | -102 | -9.49% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 975 | 200 | 0.0% | 0.0% | 844 | -11 | -1.12% | Q1 2026 | May 12, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 963 | 198 | 0.11% | — | 847 | +963 | New | Q1 2026 | May 12, 2026 |
| Asset Dedication, LLC | History | No change | 943 | 197 | 0.01% | 0.01% | 848 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 943 | 194 | 0.03% | 0.03% | 849 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 935 | 192 | 0.03% | 0.03% | 850 | -8 | -0.85% | Q1 2026 | Apr 29, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 924 | 190 | 0.0% | 0.0% | 851 | -166 | -15.23% | Q1 2026 | May 11, 2026 |
| BIRCHBROOK, INC. | History | No change | 900 | 185 | 0.09% | 0.09% | 852 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CVA Family Office, LLC | History | Added to | 854 | 175 | 0.02% | 0.02% | 853 | +81 | 10.48% | Q1 2026 | Apr 29, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 777 | 159 | 0.0% | 0.0% | 854 | +39 | 5.28% | Q1 2026 | Apr 27, 2026 |
| Financial Perspectives, Inc | History | Added to | 761 | 156 | 0.04% | 0.03% | 855 | +189 | 33.04% | Q1 2026 | May 11, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 698 | 143 | 0.07% | 0.07% | 856 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SHP Wealth Management | History | Reduced | 677 | 139 | 0.01% | 0.01% | 857 | -16 | -2.31% | Q1 2026 | May 08, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Added to | 673 | 138 | 0.01% | 0.0% | 858 | +202 | 42.89% | Q1 2026 | May 15, 2026 |
| Glassman Wealth Services | History | No change | 675 | 138 | 0.02% | 0.02% | 859 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 674 | 138 | 0.14% | 0.14% | 860 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 667 | 137 | 0.0% | 0.0% | 861 | -252 | -27.42% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 638 | 131 | 0.0% | 0.0% | 862 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Acropolis Investment Management, LLC | History | New | 596 | 122 | 0.01% | — | 863 | +596 | New | Q1 2026 | Apr 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 580 | 119 | 0.01% | 0.0% | 864 | +528 | 1015.38% | Q1 2026 | May 11, 2026 |
| Osbon Capital Management LLC | History | Added to | 581 | 119 | 0.1% | 0.05% | 865 | +301 | 107.5% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 559 | 115 | 0.02% | 0.02% | 866 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 551 | 113 | 0.08% | 0.09% | 867 | +1 | 0.18% | Q1 2026 | May 12, 2026 |
| Fairman Group, LLC | History | No change | 546 | 112 | 0.1% | 0.09% | 868 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SYM FINANCIAL Corp | History | No change | 527 | 108 | 0.01% | 0.01% | 869 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Evolution Advisers, Inc. | History | No change | 498 | 102 | 0.04% | 0.05% | 870 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 500 | 102 | 0.03% | 0.03% | 871 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 494 | 101 | 0.02% | 0.02% | 872 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 474 | 99 | 0.03% | 0.03% | 873 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 462 | 95 | 0.02% | 0.02% | 874 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 454 | 93 | 0.08% | 0.09% | 875 | -40 | -8.1% | Q1 2026 | May 11, 2026 |
| LRI Investments, LLC | History | No change | 437 | 89 | 0.01% | 0.01% | 876 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JNBA Financial Advisors | History | No change | 431 | 88 | 0.01% | 0.01% | 877 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| McIlrath & Eck, LLC | History | No change | 420 | 86 | 0.01% | 0.01% | 878 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Addison Advisors LLC | History | No change | 413 | 84 | 0.02% | 0.02% | 879 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 408 | 83 | 0.02% | 0.02% | 880 | +1 | 0.25% | Q1 2026 | May 06, 2026 |
| Arlington Trust Co LLC | History | No change | 400 | 82 | 0.01% | 0.01% | 881 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 394 | 81 | 0.02% | 0.03% | 882 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| New Republic Capital, LLC | History | No change | 398 | 81 | 0.03% | 0.02% | 883 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 374 | 77 | 0.01% | 0.01% | 884 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | No change | 374 | 76 | 0.02% | 0.02% | 885 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 365 | 75 | 0.07% | 0.06% | 886 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 352 | 72 | 0.01% | 0.01% | 887 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| United Financial Planning Group LLC | History | No change | 353 | 72 | 0.04% | 0.04% | 888 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MidFirst Bank | History | No change | 345 | 71 | 0.01% | 0.01% | 889 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | No change | 332 | 68 | 0.0% | 0.0% | 890 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 325 | 66 | 0.01% | 0.01% | 891 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TSFG, LLC | History | Reduced | 316 | 65 | 0.01% | 0.01% | 893 | -11 | -3.36% | Q1 2026 | Apr 27, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 320 | 65 | 0.02% | 0.02% | 892 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 300 | 61 | 0.0% | 0.02% | 894 | -80,000 | -99.63% | Q1 2026 | May 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 297 | 61 | 0.03% | 0.03% | 895 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 300 | 61 | 0.0% | 0.0% | 896 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| McMillan Office, Inc. | History | No change | 301 | 61 | 0.01% | 0.01% | 897 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 296 | 60 | 0.02% | — | 900 | +296 | New | Q1 2026 | May 08, 2026 |
| Bravera Wealth | History | Reduced | 294 | 60 | 0.03% | 0.03% | 899 | -2 | -0.68% | Q1 2026 | Apr 22, 2026 |
| Dunhill Financial, LLC | History | No change | 292 | 60 | 0.01% | 0.01% | 898 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Burk Holdings LLC | History | New | 276 | 56 | 0.02% | — | 903 | +276 | New | Q1 2026 | May 07, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 276 | 56 | 0.01% | 0.01% | 901 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| First PREMIER Bank | History | No change | 270 | 56 | 0.01% | 0.01% | 902 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Key FInancial Inc | History | Added to | 272 | 55 | 0.01% | 0.01% | 904 | +7 | 2.64% | Q1 2026 | Apr 24, 2026 |
| PFS Partners, LLC | History | Added to | 268 | 55 | 0.03% | 0.03% | 905 | +1 | 0.37% | Q1 2026 | Apr 09, 2026 |
| Oakworth Capital, Inc. | History | No change | 263 | 54 | 0.0% | 0.0% | 906 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 263 | 54 | 0.02% | 0.02% | 907 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rossmore Private Capital | History | No change | 264 | 54 | 0.0% | 0.0% | 908 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Piscataqua Savings Bank | History | No change | 265 | 54 | 0.04% | 0.04% | 909 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 250 | 51 | 0.0% | 0.0% | 910 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 251 | 51 | 0.01% | 0.01% | 911 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 245 | 50 | 0.0% | 0.0% | 912 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 231 | 48 | 0.01% | 0.01% | 913 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 227 | 46 | 0.02% | — | 914 | +227 | New | Q1 2026 | Apr 23, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Reduced | 223 | 45 | 0.03% | 0.05% | 917 | -111 | -33.23% | Q1 2026 | Apr 08, 2026 |
| Bangor Savings Bank | History | Added to | 222 | 45 | 0.0% | 0.0% | 915 | +48 | 27.59% | Q1 2026 | Apr 01, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 222 | 45 | 0.0% | 0.0% | 916 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Triumph Capital Management | History | Added to | 214 | 44 | 0.01% | 0.01% | 919 | +30 | 16.3% | Q1 2026 | May 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 216 | 44 | 0.02% | 0.02% | 918 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Kilter Group LLC | History | No change | 215 | 44 | 0.02% | 0.02% | 920 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 213 | 43 | 0.0% | 0.0% | 921 | -742 | -77.7% | Q1 2026 | May 15, 2026 |
| Caitlin John, LLC | History | No change | 204 | 42 | 0.03% | 0.03% | 922 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 200 | 41 | 0.02% | 0.02% | 923 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 200 | 41 | 0.01% | 0.01% | 924 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tradewinds Capital Management, LLC | History | New | 199 | 40 | 0.01% | — | 926 | +199 | New | Q1 2026 | Apr 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 195 | 40 | 0.0% | 0.0% | 925 | +7 | 3.72% | Q1 2026 | Apr 27, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 190 | 39 | 0.02% | 0.02% | 930 | -2 | -1.04% | Q1 2026 | May 13, 2026 |
| CITY HOLDING CO | History | No change | 193 | 39 | 0.0% | 0.0% | 927 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| West Branch Capital LLC | History | No change | 193 | 39 | 0.01% | 0.01% | 928 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MilWealth Group LLC | History | No change | 194 | 39 | 0.01% | 0.01% | 929 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| REAP Financial Group, LLC | History | No change | 187 | 38 | 0.01% | 0.01% | 931 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Westend Capital Management, LLC | History | New | 173 | 35 | 0.01% | — | 932 | +173 | New | Q1 2026 | Apr 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 173 | 35 | 0.03% | — | 933 | +173 | New | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 166 | 34 | 0.0% | — | 936 | +166 | New | Q1 2026 | Apr 29, 2026 |
| MOTCO | History | No change | 166 | 34 | 0.0% | 0.0% | 934 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Planning Project LLC | History | No change | 164 | 34 | 0.01% | 0.01% | 935 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 151 | 31 | 0.01% | — | 938 | +151 | New | Q1 2026 | May 06, 2026 |
| DT Investment Partners, LLC | History | No change | 153 | 31 | 0.0% | 0.0% | 937 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 150 | 30 | 0.0% | 0.0% | 939 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 150 | 30 | 0.03% | 0.03% | 940 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| City State Bank | History | No change | 146 | 30 | 0.01% | 0.01% | 941 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Rialto Wealth Management, LLC | History | No change | 147 | 30 | 0.01% | 0.01% | 942 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Copia Wealth Management | History | No change | 146 | 30 | 0.02% | 0.02% | 943 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Mosley Wealth Management | History | New | 140 | 29 | 0.01% | — | 948 | +140 | New | Q1 2026 | Apr 27, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 141 | 29 | 0.01% | 0.01% | 944 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 142 | 29 | 0.01% | 0.01% | 945 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 142 | 29 | 0.0% | 0.0% | 946 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Motiv8 Investments LLC | History | No change | 140 | 29 | 0.02% | 0.02% | 947 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 139 | 28 | 0.0% | 0.0% | 949 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Walsh & Associates, LLC | History | No change | 137 | 28 | 0.03% | 0.03% | 950 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clark Wealth Partners | History | Added to | 132 | 27 | 0.02% | 0.02% | 951 | +5 | 3.94% | Q1 2026 | May 11, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 126 | 26 | 0.0% | 0.0% | 952 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 124 | 25 | 0.0% | 0.0% | 953 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Center for Financial Planning, Inc. | History | No change | 122 | 25 | 0.0% | 0.0% | 954 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Quent Capital, LLC | History | No change | 117 | 24 | 0.0% | 0.0% | 955 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 116 | 23 | 0.0% | 0.0% | 957 | -58 | -33.33% | Q1 2026 | Apr 28, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 113 | 23 | 0.0% | 0.0% | 956 | +1 | 0.89% | Q1 2026 | Apr 24, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 105 | 23 | 0.01% | 0.01% | 959 | +1 | 0.96% | Q1 2026 | Apr 27, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 114 | 23 | 0.01% | 0.01% | 958 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 107 | 22 | 0.01% | 0.01% | 960 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 106 | 21 | 0.0% | 0.0% | 961 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TD Waterhouse Canada Inc. | History | New | 100 | 20 | 0.0% | — | 966 | +100 | New | Q1 2026 | May 12, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 101 | 20 | 0.0% | 0.0% | 962 | -49 | -32.67% | Q1 2026 | May 13, 2026 |
| WealthShield Partners, LLC | History | No change | 98 | 20 | 0.0% | 0.0% | 963 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wallace Hart LLC | History | No change | 100 | 20 | 0.03% | 0.01% | 964 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 98 | 20 | 0.0% | 0.0% | 965 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | New | 85 | 17 | 0.01% | — | 967 | +85 | New | Q1 2026 | Apr 15, 2026 |
| Longview Financial Advisors, Inc. | History | New | 79 | 16 | 0.01% | — | 969 | +79 | New | Q1 2026 | Apr 20, 2026 |
| Orion Capital Management LLC | History | No change | 82 | 16 | 0.01% | 0.01% | 968 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Manchester Capital Management LLC | History | Reduced | 73 | 15 | 0.0% | 0.03% | 971 | -1,078 | -93.66% | Q1 2026 | May 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 76 | 15 | 0.0% | 0.0% | 970 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 73 | 15 | 0.0% | 0.0% | 972 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 76 | 15 | 0.01% | 0.01% | 973 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Truvestments Capital LLC | History | No change | 74 | 15 | 0.0% | 0.0% | 974 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 68 | 13 | 0.0% | 0.0% | 975 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Networth Advisors, LLC | History | No change | 64 | 13 | 0.01% | 0.01% | 976 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Connections Group, Inc. | History | No change | 60 | 12 | 0.0% | 0.0% | 977 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Avion Wealth | History | Reduced | 50 | 10 | 0.0% | 0.01% | 979 | -175 | -77.78% | Q1 2026 | May 01, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 49 | 10 | 0.0% | 0.0% | 981 | -6 | -10.91% | Q1 2026 | May 11, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 48 | 10 | 0.01% | 0.01% | 978 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IAG Wealth Partners, LLC | History | No change | 50 | 10 | 0.0% | 0.0% | 980 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Transce3nd, LLC | History | No change | 49 | 10 | 0.09% | 0.08% | 982 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cornerstone Financial Management LLC | History | No change | 53 | 10 | 0.01% | 0.01% | 983 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 49 | 9 | 0.0% | — | 986 | +49 | New | Q1 2026 | May 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 45 | 9 | 0.0% | 0.0% | 984 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Beacon Financial Strategies CORP | History | No change | 44 | 9 | 0.01% | 0.01% | 985 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 35 | 7 | 0.0% | 0.0% | 988 | +15 | 75.0% | Q1 2026 | Apr 23, 2026 |
| HM PAYSON & CO | History | No change | 35 | 7 | 0.0% | 0.0% | 987 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 36 | 7 | 0.0% | 0.0% | 989 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 32 | 6 | 0.0% | 0.0% | 990 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Advocate Investing Services LLC | History | No change | 27 | 5 | 0.0% | 0.0% | 991 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 20 | 4 | 0.0% | 0.0% | 992 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 20 | 4 | 0.0% | 0.0% | 993 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cheviot Value Management, LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 994 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Richardson Capital Management LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 995 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 18 | 3 | 0.0% | 0.0% | 996 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bank of Jackson Hole Trust | History | No change | 19 | 3 | 0.0% | 0.0% | 997 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 18 | 3 | 0.0% | 0.0% | 998 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Dogwood Wealth Management LLC | History | No change | 19 | 3 | 0.0% | 0.0% | 999 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NorthAvenue LLC | History | No change | 16 | 3 | 0.0% | 0.0% | 1000 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CURIO WEALTH, LLC | History | New | 11 | 2 | 0.0% | — | 1004 | +11 | New | Q1 2026 | May 11, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 10 | 2 | 0.0% | 0.0% | 1003 | -1 | -9.09% | Q1 2026 | Apr 22, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 1001 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 11 | 2 | 0.0% | 0.0% | 1002 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 7 | 1 | 0.0% | 0.0% | 1008 | -132 | -94.96% | Q1 2026 | May 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 18 | 1 | 0.0% | 0.0% | 1013 | +12 | 200.0% | Q1 2026 | Apr 29, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 8 | 1 | 0.0% | 0.0% | 1010 | -10 | -55.56% | Q1 2026 | Apr 22, 2026 |
| Signature Resources Capital Management, LLC | History | New | 7 | 1 | 0.0% | — | 1014 | +7 | New | Q1 2026 | May 01, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 1005 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Johnson Financial Group, Inc. | History | No change | 8 | 1 | 0.0% | 0.0% | 1006 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 1007 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 5 | 1 | 0.0% | 0.0% | 1009 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 6 | 1 | 0.0% | 0.0% | 1011 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 1012 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 1.59% | — | -84,482 | -100.0% | Q1 2026 | Apr 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.4% | — | -79,024 | -100.0% | Q1 2026 | Apr 23, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -78,283 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -41,680 | -100.0% | Q1 2026 | May 12, 2026 |
| Strategic Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 2.5% | — | -21,020 | -100.0% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,244 | -100.0% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -9,749 | -100.0% | Q1 2026 | May 12, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -7,622 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -5,827 | -100.0% | Q1 2026 | May 04, 2026 |
| WESPAC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -4,201 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Curbstone Financial Management Corp | History | Closed out | 0 | 0 | — | 0.16% | — | -4,020 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Canandaigua National Trust Co of Florida | History | Closed out | 0 | 0 | — | 0.52% | — | -3,997 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Tradewinds, LLC. | History | Closed out | 0 | 0 | — | 0.19% | — | -3,818 | -100.0% | Q1 2026 | May 04, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -3,764 | -100.0% | Q1 2026 | May 15, 2026 |
| FIDUCIENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,782 | -100.0% | Q1 2026 | May 08, 2026 |
| Wescott Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,746 | -100.0% | Q1 2026 | May 12, 2026 |
| Boston Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -2,381 | -100.0% | Q1 2026 | May 11, 2026 |
| Nautilus Advisors LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -2,000 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -1,864 | -100.0% | Q1 2026 | Apr 17, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Closed out | 0 | 0 | — | 0.21% | — | -1,600 | -100.0% | Q1 2026 | May 14, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,563 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Painted Porch Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,453 | -100.0% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,429 | -100.0% | Q1 2026 | May 15, 2026 |
| CAMBIAR INVESTORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,272 | -100.0% | Q1 2026 | May 12, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,219 | -100.0% | Q1 2026 | May 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,153 | -100.0% | Q1 2026 | May 14, 2026 |
| JGP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,140 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Marotta Asset Management | History | Closed out | 0 | 0 | — | 0.04% | — | -1,085 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,037 | -100.0% | Q1 2026 | May 01, 2026 |
| Plan Group Financial, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,034 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Alliance Wealth Management Group | History | Closed out | 0 | 0 | — | 0.05% | — | -1,011 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | Closed out | 0 | 0 | — | 0.03% | — | -1,011 | -100.0% | Q1 2026 | May 01, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -995 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Revolve Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -966 | -100.0% | Q1 2026 | Apr 10, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -643 | -100.0% | Q1 2026 | May 04, 2026 |
| Ankerstar Wealth, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -618 | -100.0% | Q1 2026 | May 13, 2026 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -268 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -231 | -100.0% | Q1 2026 | Apr 24, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q1 2026 | May 08, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -164 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q1 2026 | May 15, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -117 | -100.0% | Q1 2026 | May 07, 2026 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 28, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -91 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -90 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 14, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Community Bank, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | May 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | May 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 08, 2026 |
| Elevated Capital Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 30, 2026 |
| My Portfolio Guide, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 05, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Kozak & Associates, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |