VANGUARD STAR FUNDS - VXUS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADVISERS INC | History | New | 87,515,479 | 6,748,317 | 26.45% | — | 1 | +87,515,479 | New | Q1 2026 | May 08, 2026 |
| VANGUARD GROUP INC | History | No change | 87,491,307 | 6,600,342 | 0.1% | 0.1% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 30,141,800 | 2,204,571 | 4.48% | 3.71% | 3 | +15,070,900 | 100.0% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 26,202,620 | 2,020,484 | 0.15% | 0.11% | 4 | +6,264,606 | 31.42% | Q1 2026 | May 15, 2026 |
| Narodna banka Slovenska | History | New | 14,913,131 | 1,112,817 | 37.07% | — | 5 | +14,913,131 | New | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | Reduced | 14,053,165 | 1,083,639 | 0.07% | 0.07% | 6 | -2,441,502 | -14.8% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,151,576 | 937,008 | 0.25% | 0.27% | 7 | +274,700 | 2.31% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,063,098 | 618,262 | 4.0% | 3.69% | 8 | +454,169 | 5.97% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 7,093,168 | 546,954 | 0.06% | 0.01% | 9 | +6,324,392 | 822.66% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 6,609,937 | 509,676 | 0.54% | 0.54% | 10 | +70,953 | 1.09% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 6,334,962 | 488,488 | 3.84% | 3.53% | 11 | +451,674 | 7.68% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 6,180,518 | 476,580 | 1.23% | 1.27% | 12 | -178,864 | -2.81% | Q1 2026 | Apr 30, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,581,508 | 430,390 | 3.38% | 2.78% | 13 | +428,582 | 8.32% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 5,235,368 | 403,699 | 0.06% | 0.05% | 14 | +1,234,400 | 30.85% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 5,206,507 | 401,473 | 0.11% | 0.09% | 15 | +758,351 | 17.05% | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,202,759 | 401,184 | 6.15% | 3.76% | 16 | +1,940,139 | 59.47% | Q1 2026 | Apr 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,932,706 | 380,310 | 0.09% | 0.08% | 17 | +51,386 | 1.05% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,686,069 | 361,342 | 0.06% | 0.05% | 18 | +508,924 | 12.18% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,655,610 | 358,994 | 0.07% | 0.04% | 19 | +1,646,096 | 54.7% | Q1 2026 | May 11, 2026 |
| Sageworth Trust Co | History | Reduced | 3,952,399 | 304,769 | 13.1% | 13.55% | 20 | -241,136 | -5.75% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,671,074 | 283,077 | 0.3% | 0.28% | 21 | +243,678 | 7.11% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,633,355 | 280,168 | 0.09% | 0.07% | 22 | +713,581 | 24.44% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 2,961,440 | 228,356 | 0.11% | 0.09% | 23 | +313,410 | 11.84% | Q1 2026 | May 18, 2026 |
| Angeles Investment Advisors, LLC | History | Added to | 2,943,879 | 227,002 | 15.26% | 14.31% | 24 | +101,085 | 3.56% | Q1 2026 | Apr 28, 2026 |
| Vanguard National Trust Co | History | New | 2,379,228 | 183,462 | 11.56% | — | 25 | +2,379,228 | New | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,308,735 | 178,043 | 0.26% | 0.23% | 26 | +240,379 | 11.62% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 2,145,556 | 165,409 | 0.24% | 0.22% | 27 | -270,578 | -11.2% | Q1 2026 | May 15, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 2,129,230 | 164,184 | 9.22% | 8.41% | 28 | +26,520 | 1.26% | Q1 2026 | May 01, 2026 |
| First American Financial Corp | History | Added to | 2,105,410 | 162,348 | 43.9% | 42.23% | 29 | +15,250 | 0.73% | Q1 2026 | May 12, 2026 |
| Tidal Investments LLC | History | Added to | 2,100,975 | 162,006 | 0.34% | 0.36% | 30 | +110,204 | 5.54% | Q1 2026 | May 15, 2026 |
| Zhang Financial LLC | History | Added to | 2,082,582 | 160,587 | 5.55% | 5.29% | 31 | +202,295 | 10.76% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,026,689 | 155,218 | 0.32% | 0.34% | 32 | -1,164,330 | -36.49% | Q1 2026 | Apr 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,890,884 | 145,806 | 0.13% | 0.13% | 33 | +128,214 | 7.27% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 1,861,287 | 143,717 | 0.2% | 0.18% | 34 | +215,700 | 13.11% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,767,782 | 136,313 | 0.24% | 0.2% | 35 | +364,154 | 25.94% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 1,743,723 | 134,458 | 1.49% | 1.83% | 36 | -55,423 | -3.08% | Q1 2026 | May 15, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 1,676,714 | 129,291 | 10.03% | 9.57% | 37 | +13,211 | 0.79% | Q1 2026 | Apr 24, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 1,643,243 | 126,710 | 6.89% | 5.79% | 38 | +250,388 | 17.98% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,689,136 | 126,060 | 0.01% | 0.01% | 39 | +198,564 | 13.32% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 1,622,955 | 125,194 | 0.14% | 0.14% | 40 | +17,385 | 1.08% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,507,462 | 116,240 | 0.21% | 0.16% | 41 | +339,009 | 29.01% | Q1 2026 | May 14, 2026 |
| LINCOLN NATIONAL CORP | History | Reduced | 1,449,059 | 111,736 | 3.23% | 3.26% | 42 | -31,092 | -2.1% | Q1 2026 | May 04, 2026 |
| Global Endowment Management, LP | History | Added to | 1,439,639 | 111,011 | 12.39% | 11.22% | 43 | +247,799 | 20.79% | Q1 2026 | May 14, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 1,430,075 | 110,273 | 5.96% | 4.07% | 44 | +448,929 | 45.76% | Q1 2026 | May 06, 2026 |
| SENTINEL TRUST CO LBA | History | Added to | 1,412,213 | 108,896 | 10.82% | 10.14% | 45 | +47,220 | 3.46% | Q1 2026 | May 07, 2026 |
| Gleason Group, Inc. | History | Added to | 1,327,474 | 102,361 | 10.14% | 9.38% | 46 | +59,102 | 4.66% | Q1 2026 | May 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,314,367 | 99,155 | 0.03% | 0.03% | 47 | +24,051 | 1.86% | Q1 2026 | May 15, 2026 |
| Allen Investment Management, LLC | History | Added to | 1,203,056 | 92,767 | 1.15% | 0.72% | 48 | +338,746 | 39.19% | Q1 2026 | May 07, 2026 |
| St. Louis Trust Co | History | Reduced | 1,200,704 | 92,586 | 10.81% | 10.43% | 49 | -4,641 | -0.39% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,167,418 | 90,019 | 0.5% | 0.4% | 50 | -335,220 | -22.31% | Q1 2026 | Apr 29, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 1,149,849 | 88,664 | 4.77% | 4.6% | 51 | +3,690 | 0.32% | Q1 2026 | May 15, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 1,010,609 | 83,506 | 7.49% | 7.47% | 52 | -6,298 | -0.62% | Q1 2026 | Apr 20, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,078,350 | 83,151 | 0.08% | 0.07% | 53 | +93,987 | 9.55% | Q1 2026 | May 12, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 1,099,375 | 82,055 | 2.53% | 2.46% | 54 | +5,541 | 0.51% | Q1 2026 | May 11, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 1,044,386 | 80,533 | 10.24% | 9.18% | 55 | +115,424 | 12.43% | Q1 2026 | Apr 16, 2026 |
| Dakota Wealth Management | History | Added to | 1,025,006 | 79,038 | 1.71% | 1.31% | 56 | +46,458 | 4.75% | Q1 2026 | May 07, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 1,000,812 | 77,172 | 8.17% | 8.6% | 57 | -27,220 | -2.65% | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,000,041 | 77,113 | 0.05% | 0.03% | 58 | +306,582 | 44.21% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 991,433 | 76,449 | 0.11% | 0.1% | 59 | +12,699 | 1.3% | Q1 2026 | Apr 27, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 972,639 | 74,999 | 1.21% | 0.98% | 60 | +337,247 | 53.08% | Q1 2026 | Apr 21, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 966,621 | 74,536 | 0.35% | 0.22% | 61 | +3,868 | 0.4% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 947,319 | 73,047 | 0.05% | 0.04% | 62 | +195,585 | 26.02% | Q1 2026 | May 12, 2026 |
| AMG National Trust Bank | History | Added to | 939,954 | 72,479 | 1.57% | 1.5% | 63 | +92,637 | 10.93% | Q1 2026 | May 04, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 926,464 | 72,378 | 18.92% | 18.65% | 64 | +35,486 | 3.98% | Q1 2026 | May 01, 2026 |
| Caprock Group, LLC | History | Added to | 892,206 | 68,798 | 1.67% | 1.41% | 65 | +5,564 | 0.63% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 834,375 | 64,338 | 0.3% | 0.25% | 66 | +131,247 | 18.67% | Q1 2026 | Apr 24, 2026 |
| Towneley Capital Management, Inc / DE | History | Reduced | 820,572 | 63,274 | 13.24% | 13.15% | 67 | -6,022 | -0.73% | Q1 2026 | Apr 21, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 810,053 | 62,463 | 1.98% | 27.27% | 68 | -10,220,770 | -92.66% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 777,797 | 59,975 | 0.36% | 0.36% | 69 | +5,044 | 0.65% | Q1 2026 | May 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 775,668 | 59,811 | 0.45% | 0.42% | 70 | +46,127 | 6.32% | Q1 2026 | May 12, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 774,479 | 59,720 | 2.89% | 4.92% | 71 | -482,489 | -38.39% | Q1 2026 | May 15, 2026 |
| Obermeyer Wealth Partners | History | Added to | 762,643 | 58,807 | 2.71% | 0.05% | 72 | +747,714 | 5008.47% | Q1 2026 | Apr 20, 2026 |
| Greenline Partners, LLC | History | Added to | 749,731 | 57,811 | 6.21% | 5.7% | 73 | +89,681 | 13.59% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 745,773 | 57,498 | 0.07% | 0.05% | 74 | +181,194 | 32.09% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 739,473 | 57,020 | 0.0% | 0.0% | 75 | +160,002 | 27.61% | Q1 2026 | May 15, 2026 |
| Haverford Trust Co | History | Added to | 735,394 | 56,706 | 0.52% | 0.49% | 76 | +7,664 | 1.05% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 729,817 | 56,276 | 0.3% | 0.34% | 77 | +90,068 | 14.08% | Q1 2026 | May 15, 2026 |
| SAM Advisors, LLC | History | Added to | 724,431 | 55,860 | 17.51% | 17.24% | 78 | +1,993 | 0.28% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 738,442 | 55,712 | 0.36% | 0.37% | 79 | +14,190 | 1.96% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Reduced | 722,219 | 55,690 | 2.15% | 2.19% | 80 | -2,520 | -0.35% | Q1 2026 | Apr 28, 2026 |
| 25 LLC | History | Added to | 712,542 | 54,944 | 16.93% | 16.46% | 81 | +25,142 | 3.66% | Q1 2026 | Apr 20, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 688,440 | 53,085 | 7.83% | 7.46% | 82 | +13,506 | 2.0% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 685,730 | 52,876 | 0.15% | 0.15% | 83 | -118,834 | -14.77% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 665,073 | 51,283 | 0.09% | 0.0% | 84 | +660,376 | 14059.53% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 659,613 | 50,862 | 0.19% | 0.19% | 85 | +62,652 | 10.5% | Q1 2026 | Apr 30, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 643,659 | 49,632 | 6.89% | 6.25% | 86 | +50,167 | 8.45% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 645,976 | 48,247 | 0.02% | 0.02% | 87 | +264,381 | 69.28% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 608,493 | 46,920 | 0.1% | 0.08% | 88 | +120,863 | 24.79% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 621,820 | 46,910 | 0.19% | 0.19% | 89 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Savant Capital, LLC | History | Added to | 595,695 | 45,934 | 0.22% | 0.11% | 90 | +350,062 | 142.51% | Q1 2026 | May 04, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 593,252 | 45,745 | 11.61% | 11.58% | 91 | -2,000 | -0.34% | Q1 2026 | Apr 28, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 582,869 | 44,945 | 1.49% | 1.27% | 92 | +71,974 | 14.09% | Q1 2026 | Apr 22, 2026 |
| GeoWealth Management, LLC | History | Reduced | 580,473 | 44,760 | 1.61% | 1.62% | 93 | -3,832 | -0.66% | Q1 2026 | May 13, 2026 |
| James J. Burns & Company, LLC | History | Added to | 576,420 | 44,447 | 6.03% | 5.97% | 94 | +2,660 | 0.46% | Q1 2026 | Apr 17, 2026 |
| Tenon Financial LLC | History | Added to | 566,090 | 43,651 | 17.15% | 15.97% | 95 | +63,793 | 12.7% | Q1 2026 | Apr 21, 2026 |
| NORTHERN TRUST CORP | History | Added to | 560,317 | 43,206 | 0.01% | 0.01% | 96 | +25,423 | 4.75% | Q1 2026 | May 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 541,563 | 41,759 | 3.12% | 3.0% | 97 | +4,388 | 0.82% | Q1 2026 | May 04, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 529,718 | 40,846 | 0.84% | 0.81% | 98 | -25 | -0.0% | Q1 2026 | May 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 529,601 | 40,837 | 2.35% | 5.81% | 99 | -848,597 | -61.57% | Q1 2026 | Apr 20, 2026 |
| Estate Counselors, LLC | History | Reduced | 521,214 | 40,190 | 3.58% | 3.33% | 100 | -5,789 | -1.1% | Q1 2026 | May 15, 2026 |
| TRB Wealth Management, LLC | History | New | 518,362 | 39,970 | 5.68% | — | 101 | +518,362 | New | Q1 2026 | May 14, 2026 |
| Souders Financial Advisors | History | Added to | 513,391 | 39,587 | 4.52% | 4.41% | 102 | +2,464 | 0.48% | Q1 2026 | May 04, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 512,768 | 39,539 | 2.68% | 2.67% | 103 | +4,161 | 0.82% | Q1 2026 | Apr 29, 2026 |
| Efficient Advisors, LLC | History | Reduced | 511,013 | 39,404 | 2.8% | 2.81% | 104 | -127,945 | -20.02% | Q1 2026 | Apr 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 499,729 | 38,534 | 0.06% | 0.06% | 105 | +1,758 | 0.35% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Added to | 491,313 | 38,327 | 2.87% | 2.69% | 106 | +10,475 | 2.18% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 489,616 | 37,754 | 0.0% | 0.01% | 107 | -331,124 | -40.34% | Q1 2026 | May 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 486,052 | 37,479 | 2.72% | 2.74% | 108 | -78,233 | -13.86% | Q1 2026 | Apr 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 482,590 | 37,212 | 0.01% | 0.0% | 109 | +457,813 | 1847.73% | Q1 2026 | May 13, 2026 |
| Standpoint Asset Management, LLC | History | Reduced | 477,600 | 36,827 | 8.93% | 8.52% | 110 | -16,900 | -3.42% | Q1 2026 | Apr 16, 2026 |
| BlackRock, Inc. | History | Added to | 469,323 | 36,189 | 0.0% | 0.0% | 111 | +12,269 | 2.68% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 468,336 | 36,113 | 1.29% | 1.24% | 112 | -2,589 | -0.55% | Q1 2026 | Apr 14, 2026 |
| Allworth Financial LP | History | Added to | 451,672 | 34,828 | 0.14% | 0.13% | 113 | +27,624 | 6.51% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 449,329 | 34,647 | 0.95% | 0.94% | 114 | +1,869 | 0.42% | Q1 2026 | May 04, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 446,325 | 34,416 | 4.63% | 4.6% | 115 | -11,618 | -2.54% | Q1 2026 | Apr 07, 2026 |
| Pathstone Holdings, LLC | History | Added to | 443,022 | 34,161 | 0.14% | 0.12% | 116 | +24,994 | 5.98% | Q1 2026 | May 11, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 438,324 | 33,799 | 1.07% | 1.06% | 117 | +6,614 | 1.53% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 435,435 | 33,576 | 0.06% | 0.06% | 118 | +52,634 | 13.75% | Q1 2026 | May 14, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 430,220 | 33,174 | 1.39% | 1.48% | 119 | -20,161 | -4.48% | Q1 2026 | Apr 30, 2026 |
| PRUDENTIAL PLC | History | Reduced | 423,000 | 32,617 | 0.19% | 0.29% | 120 | -68,000 | -13.85% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 416,367 | 32,106 | 0.01% | 0.01% | 121 | +34,058 | 8.91% | Q1 2026 | May 13, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Added to | 412,590 | 31,814 | 14.56% | 21.06% | 122 | +30,742 | 8.05% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 394,293 | 30,404 | 0.23% | 0.19% | 123 | +52,733 | 15.44% | Q1 2026 | May 14, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 393,566 | 30,347 | 5.85% | 5.66% | 124 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hardy Reed LLC | History | Reduced | 383,406 | 29,564 | 2.16% | 2.07% | 125 | -2,283 | -0.59% | Q1 2026 | Apr 28, 2026 |
| STUART INVESTMENT ADVISORS, INC. | History | Added to | 376,108 | 29,001 | 12.67% | 25.31% | 126 | +4,320 | 1.16% | Q1 2026 | Apr 21, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 373,899 | 28,831 | 0.05% | 0.03% | 127 | +113,116 | 43.38% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 372,818 | 28,748 | 0.33% | 0.31% | 128 | +6,246 | 1.7% | Q1 2026 | Apr 28, 2026 |
| Sunflower Bank, N.A. | History | Added to | 371,711 | 28,662 | 7.3% | 7.06% | 129 | +457 | 0.12% | Q1 2026 | Apr 10, 2026 |
| Joseph Group Capital Management | History | Reduced | 362,216 | 27,930 | 6.98% | 7.31% | 130 | -6,359 | -1.73% | Q1 2026 | May 08, 2026 |
| Manuka Financial, LLC | History | Added to | 358,860 | 27,671 | 17.09% | 16.21% | 131 | +12,786 | 3.69% | Q1 2026 | May 07, 2026 |
| Prospera Capital Management, LLC | History | Added to | 353,407 | 27,249 | 13.67% | 13.25% | 132 | +5,291 | 1.52% | Q1 2026 | Apr 08, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 346,238 | 26,698 | 4.27% | 4.51% | 133 | +30,898 | 9.8% | Q1 2026 | May 06, 2026 |
| Waverly Advisors, LLC | History | Added to | 344,213 | 26,542 | 0.2% | 0.19% | 134 | +26,415 | 8.31% | Q1 2026 | May 15, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 342,338 | 26,397 | 1.59% | 1.61% | 135 | -5,881 | -1.69% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 342,093 | 26,378 | 0.02% | 0.01% | 136 | +31,307 | 10.07% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 341,066 | 26,299 | 0.04% | 0.03% | 137 | +45,585 | 15.43% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 337,631 | 26,034 | 0.14% | 0.13% | 138 | +21,010 | 6.64% | Q1 2026 | May 05, 2026 |
| Curran Financial Partners, LLC | History | Added to | 337,085 | 25,992 | 4.65% | 4.39% | 139 | +30,861 | 10.08% | Q1 2026 | Apr 15, 2026 |
| Brooklyn Investment Group | History | Added to | 334,701 | 25,808 | 0.81% | 0.58% | 140 | +167,738 | 100.46% | Q1 2026 | Apr 29, 2026 |
| Juno Financial Group LLC | History | Added to | 331,903 | 25,593 | 10.03% | 9.84% | 141 | +5,984 | 1.84% | Q1 2026 | May 06, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 328,487 | 25,329 | 4.38% | 4.32% | 142 | +11,880 | 3.75% | Q1 2026 | Apr 08, 2026 |
| Capital Investment Management, Inc. | History | Reduced | 327,346 | 25,241 | 8.67% | 9.33% | 143 | -26,103 | -7.39% | Q1 2026 | Apr 22, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 324,300 | 25,006 | 0.11% | 0.13% | 144 | -80,385 | -19.86% | Q1 2026 | May 15, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 323,626 | 24,954 | 5.08% | 4.58% | 145 | +26,712 | 9.0% | Q1 2026 | Apr 13, 2026 |
| Pacific Center for Financial Services | History | Added to | 322,650 | 24,879 | 6.31% | 0.39% | 146 | +301,710 | 1440.83% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 319,584 | 24,643 | 0.14% | 0.13% | 147 | +12,128 | 3.94% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | Added to | 317,132 | 24,454 | 1.32% | 0.3% | 148 | +273,992 | 635.12% | Q1 2026 | Apr 21, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 316,105 | 24,364 | 2.38% | 2.48% | 149 | -26,316 | -7.69% | Q1 2026 | May 06, 2026 |
| Shelter Mutual Insurance Co | History | No change | 314,823 | 24,276 | 5.4% | 5.3% | 150 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 314,652 | 24,261 | 0.37% | 0.4% | 151 | +54,673 | 21.03% | Q1 2026 | May 15, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 312,425 | 24,091 | 3.5% | 3.26% | 152 | +12,965 | 4.33% | Q1 2026 | May 13, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 312,054 | 24,062 | 16.88% | 16.69% | 153 | +1,591 | 0.51% | Q1 2026 | Apr 22, 2026 |
| Cairn Investment Group, Inc. | History | Reduced | 307,719 | 23,728 | 11.79% | 11.09% | 154 | -2,160 | -0.7% | Q1 2026 | Apr 29, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 305,684 | 23,571 | 0.51% | 0.35% | 155 | +82,793 | 37.15% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 297,187 | 22,916 | 0.09% | 0.04% | 156 | +160,882 | 118.03% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 296,224 | 22,841 | 0.04% | 0.02% | 157 | +150,811 | 103.71% | Q1 2026 | May 15, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 291,754 | 22,497 | 6.59% | 6.69% | 158 | +272 | 0.09% | Q1 2026 | Apr 22, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 291,594 | 22,484 | 0.36% | 0.33% | 159 | +19,870 | 7.31% | Q1 2026 | May 13, 2026 |
| Legacy Private Trust Co. | History | Reduced | 290,999 | 22,438 | 1.38% | 1.32% | 160 | -6,557 | -2.2% | Q1 2026 | Apr 07, 2026 |
| Aperture Investors, LLC | History | Reduced | 290,907 | 22,431 | 2.83% | 2.92% | 161 | -48,186 | -14.21% | Q1 2026 | May 15, 2026 |
| FIDELIS iM, LLC | History | Added to | 289,026 | 22,286 | 8.43% | 7.73% | 162 | +24,999 | 9.47% | Q1 2026 | Apr 29, 2026 |
| Choate Investment Advisors | History | Reduced | 286,869 | 22,120 | 0.43% | 0.43% | 163 | -1,700 | -0.59% | Q1 2026 | May 13, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | New | 274,017 | 21,129 | 15.1% | — | 164 | +274,017 | New | Q1 2026 | May 08, 2026 |
| Family CFO Inc | History | Reduced | 271,855 | 20,962 | 9.39% | 9.24% | 165 | -1,926 | -0.7% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 271,409 | 20,928 | 0.2% | 0.18% | 166 | +32,630 | 13.67% | Q1 2026 | May 08, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 276,853 | 20,885 | 0.71% | 0.71% | 167 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SYKON CAPITAL LLC | History | Added to | 268,436 | 20,699 | 6.9% | 0.31% | 168 | +255,824 | 2028.42% | Q1 2026 | Apr 22, 2026 |
| Gotham Asset Management, LLC | History | Added to | 267,642 | 20,637 | 0.06% | 0.03% | 169 | +165,491 | 162.01% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 266,928 | 20,582 | 0.06% | 0.03% | 170 | +98,356 | 58.35% | Q1 2026 | May 08, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 258,238 | 19,912 | 4.09% | 3.65% | 171 | +21,144 | 8.92% | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Reduced | 257,452 | 19,852 | 0.56% | 0.91% | 172 | -154,826 | -37.55% | Q1 2026 | May 13, 2026 |
| National Philanthropic Trust | History | No change | 257,340 | 19,843 | 0.21% | 0.19% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 251,310 | 19,378 | 5.99% | 5.6% | 174 | +6,902 | 2.82% | Q1 2026 | Apr 20, 2026 |
| Drystone LLC | History | Added to | 248,107 | 19,131 | 17.24% | 16.82% | 175 | +59 | 0.02% | Q1 2026 | May 06, 2026 |
| BIP Wealth, LLC | History | Added to | 246,586 | 19,014 | 0.77% | 0.63% | 176 | +9,668 | 4.08% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 246,492 | 19,007 | 0.19% | 0.25% | 177 | -24,718 | -9.11% | Q1 2026 | May 13, 2026 |
| CSM Advisors, LLC | History | Added to | 245,780 | 18,951 | 0.47% | 0.48% | 178 | +10,891 | 4.64% | Q1 2026 | May 15, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Added to | 242,510 | 18,699 | 2.2% | 1.01% | 179 | +30,546 | 14.41% | Q1 2026 | May 13, 2026 |
| Prime Buchholz LLC | History | Added to | 241,477 | 18,620 | 9.73% | 8.62% | 180 | +48,937 | 25.42% | Q1 2026 | May 14, 2026 |
| WealthCollab, LLC | History | Added to | 237,498 | 18,313 | 7.54% | 7.01% | 181 | +10,429 | 4.59% | Q1 2026 | May 13, 2026 |
| PFG Advisors | History | Added to | 237,446 | 18,309 | 0.89% | 0.8% | 182 | +18,615 | 8.51% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 233,976 | 18,041 | 0.14% | 0.19% | 183 | +18,837 | 8.76% | Q1 2026 | May 15, 2026 |
| Gibson Wealth Advisors LLC | History | Added to | 233,431 | 17,999 | 12.06% | 11.93% | 184 | +2,680 | 1.16% | Q1 2026 | Apr 14, 2026 |
| David Kennon Inc | History | Added to | 233,054 | 17,970 | 6.44% | 5.65% | 185 | +22,254 | 10.56% | Q1 2026 | Apr 28, 2026 |
| Breakwater Investment Management | History | Reduced | 229,707 | 17,712 | 6.59% | 6.43% | 186 | -5,783 | -2.46% | Q1 2026 | May 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 228,438 | 17,614 | 1.41% | 1.22% | 187 | +31,233 | 15.84% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 227,924 | 17,575 | 0.09% | 0.07% | 188 | +61,629 | 37.06% | Q1 2026 | May 14, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 225,620 | 17,397 | 0.78% | 0.8% | 189 | +235 | 0.1% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 225,266 | 17,370 | 0.87% | 0.9% | 190 | -3,911 | -1.71% | Q1 2026 | Apr 23, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 220,965 | 17,038 | 6.71% | 6.97% | 191 | -15,599 | -6.59% | Q1 2026 | Apr 23, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 217,881 | 16,800 | 5.56% | 5.53% | 192 | +2,321 | 1.08% | Q1 2026 | Apr 17, 2026 |
| GuidedMoney, LLC | History | Added to | 217,147 | 16,744 | 8.79% | 8.68% | 193 | +1,769 | 0.82% | Q1 2026 | May 05, 2026 |
| Apella Capital, LLC | History | Reduced | 199,519 | 16,709 | 0.25% | 0.3% | 194 | -3,467 | -1.71% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 214,178 | 16,708 | 0.16% | 0.21% | 195 | -45,814 | -17.62% | Q1 2026 | Apr 07, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 213,651 | 16,474 | 4.51% | 4.34% | 196 | +4,481 | 2.14% | Q1 2026 | May 11, 2026 |
| Brooklyn FI, LLC | History | Added to | 212,310 | 16,371 | 3.44% | 3.35% | 197 | +4,663 | 2.25% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 211,440 | 16,304 | 0.03% | 0.03% | 198 | +1,856 | 0.89% | Q1 2026 | May 15, 2026 |
| GRANVILLE CAPITAL, INC. | History | Added to | 211,060 | 16,274 | 8.51% | 7.58% | 199 | +21,725 | 11.47% | Q1 2026 | May 11, 2026 |
| Factor Wealth Management LTD | History | Added to | 209,746 | 16,173 | 3.04% | 2.49% | 200 | +56,615 | 36.97% | Q1 2026 | Apr 20, 2026 |
| Shade Tree Advisors LLC | History | Added to | 209,434 | 16,149 | 11.57% | 10.71% | 201 | +22,573 | 12.08% | Q1 2026 | May 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 207,231 | 16,009 | 1.85% | 1.68% | 202 | +28,745 | 16.1% | Q1 2026 | May 08, 2026 |
| SYM FINANCIAL Corp | History | No change | 207,396 | 15,992 | 1.6% | 1.61% | 203 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 206,753 | 15,942 | 1.12% | 0.82% | 204 | +2,571 | 1.26% | Q1 2026 | May 11, 2026 |
| Berman McAleer LLC | History | Added to | 202,512 | 15,615 | 2.13% | 2.08% | 205 | +638 | 0.32% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 201,062 | 15,503 | 0.21% | 0.18% | 206 | +29,444 | 17.16% | Q1 2026 | May 15, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 200,583 | 15,467 | 12.25% | 12.0% | 207 | +2,651 | 1.34% | Q1 2026 | Apr 13, 2026 |
| Summit Financial, LLC | History | Added to | 200,344 | 15,448 | 0.2% | 0.12% | 208 | +93,670 | 87.81% | Q1 2026 | May 15, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 199,053 | 15,348 | 4.68% | 3.9% | 209 | +34,896 | 21.26% | Q1 2026 | Apr 28, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 192,108 | 14,813 | 3.8% | 3.95% | 210 | -559 | -0.29% | Q1 2026 | Apr 27, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 190,612 | 14,768 | 6.11% | 5.73% | 211 | +9,593 | 5.3% | Q1 2026 | Apr 15, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 191,361 | 14,755 | 9.85% | 9.47% | 212 | +8,169 | 4.46% | Q1 2026 | May 04, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 190,255 | 14,670 | 8.21% | 7.8% | 213 | +8,214 | 4.51% | Q1 2026 | Apr 16, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 188,742 | 14,554 | 0.04% | 0.03% | 214 | +2,853 | 1.53% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 186,919 | 14,413 | 0.18% | 0.17% | 215 | +26,239 | 16.33% | Q1 2026 | Apr 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 186,431 | 14,375 | 0.08% | 0.07% | 216 | +13,060 | 7.53% | Q1 2026 | Apr 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 183,785 | 14,171 | 0.01% | 0.01% | 217 | +29,085 | 18.8% | Q1 2026 | May 12, 2026 |
| Charis Legacy Partners, LLC | History | Added to | 182,621 | 14,081 | 20.59% | 19.75% | 218 | +5,244 | 2.96% | Q1 2026 | Apr 07, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 181,979 | 14,032 | 11.03% | 10.93% | 219 | +3,442 | 1.93% | Q1 2026 | Apr 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 181,212 | 13,973 | 0.17% | 0.16% | 220 | +9,681 | 5.64% | Q1 2026 | Apr 20, 2026 |
| Callan Family Office, LLC | History | Added to | 180,531 | 13,920 | 0.32% | 0.28% | 221 | +7,171 | 4.14% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 178,258 | 13,745 | 0.29% | 0.26% | 222 | +27,235 | 18.03% | Q1 2026 | Apr 13, 2026 |
| Diversified Trust Co | History | Added to | 177,419 | 13,680 | 0.25% | 0.24% | 223 | +2,516 | 1.44% | Q1 2026 | Apr 16, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 174,937 | 13,638 | 0.04% | 0.03% | 224 | +108,160 | 161.97% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 175,732 | 13,550 | 0.46% | 0.05% | 225 | +158,209 | 902.86% | Q1 2026 | Apr 07, 2026 |
| Calydon Capital | History | Added to | 173,835 | 13,404 | 2.19% | 2.21% | 226 | +128 | 0.07% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 172,528 | 13,303 | 0.01% | 0.0% | 227 | +49,142 | 39.83% | Q1 2026 | May 15, 2026 |
| Dodds Wealth, LLC | History | Reduced | 171,066 | 13,190 | 3.24% | 3.2% | 228 | -1,694 | -0.98% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 169,460 | 13,067 | 0.07% | 0.06% | 229 | +18,923 | 12.57% | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 168,486 | 12,992 | 0.21% | 0.24% | 230 | +5,874 | 3.61% | Q1 2026 | May 18, 2026 |
| Sageworth Trust Co of South Dakota | History | Reduced | 167,895 | 12,946 | 10.25% | 10.61% | 231 | -4,315 | -2.51% | Q1 2026 | Apr 29, 2026 |
| Schulz Wealth, LTD. | History | No change | 171,252 | 12,919 | 8.28% | 8.28% | 232 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 170,686 | 12,876 | 6.72% | 6.72% | 233 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 166,972 | 12,874 | 4.26% | 6.2% | 234 | +3,272 | 2.0% | Q1 2026 | Apr 20, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 163,993 | 12,645 | 5.03% | 5.23% | 235 | -7,269 | -4.24% | Q1 2026 | Apr 22, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 162,625 | 12,540 | 4.92% | 4.91% | 236 | +2,763 | 1.73% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 162,100 | 12,499 | 0.0% | 0.0% | 237 | +97,100 | 149.38% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 161,689 | 12,467 | 0.11% | 0.07% | 238 | +86,635 | 115.43% | Q1 2026 | May 06, 2026 |
| BFSG, LLC | History | Added to | 161,361 | 12,442 | 1.18% | 0.97% | 239 | +29,264 | 22.15% | Q1 2026 | Apr 28, 2026 |
| BARCLAYS PLC | History | Added to | 158,701 | 12,237 | 0.0% | 0.0% | 240 | +1,700 | 1.08% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 158,225 | 12,200 | 0.38% | 0.06% | 241 | +134,607 | 569.93% | Q1 2026 | Apr 08, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 156,459 | 12,064 | 0.48% | 0.42% | 242 | +14,544 | 10.25% | Q1 2026 | Apr 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 153,648 | 11,847 | 0.14% | 0.14% | 243 | +2,489 | 1.65% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Reduced | 153,329 | 11,823 | 0.55% | 0.6% | 244 | -2,608 | -1.67% | Q1 2026 | Apr 24, 2026 |
| Atria Investments, Inc | History | Reduced | 152,663 | 11,771 | 0.13% | 0.13% | 245 | -4,675 | -2.97% | Q1 2026 | May 05, 2026 |
| Wedmont Private Capital | History | Added to | 144,811 | 11,763 | 0.38% | 0.36% | 246 | +12,278 | 9.26% | Q1 2026 | Apr 09, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 151,981 | 11,719 | 4.75% | 4.53% | 247 | +8,389 | 5.84% | Q1 2026 | May 12, 2026 |
| BANK OF HAWAII | History | Added to | 150,206 | 11,582 | 0.61% | 0.54% | 248 | +6,629 | 4.62% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 149,510 | 11,528 | 0.06% | 0.02% | 249 | +103,682 | 226.24% | Q1 2026 | May 13, 2026 |
| Applied Capital LLC | History | Reduced | 148,516 | 11,452 | 4.28% | 4.36% | 250 | -1,572 | -1.05% | Q1 2026 | Apr 22, 2026 |
| Avior Wealth Management, LLC | History | Added to | 144,438 | 11,119 | 0.32% | 0.32% | 251 | +7,449 | 5.44% | Q1 2026 | Apr 09, 2026 |
| Northstar Group, Inc. | History | Added to | 141,883 | 10,940 | 1.55% | 1.31% | 252 | +14,195 | 11.12% | Q1 2026 | Apr 28, 2026 |
| Sunesis Advisors, LLC | History | Reduced | 141,415 | 10,904 | 4.93% | 4.86% | 253 | -913 | -0.64% | Q1 2026 | May 14, 2026 |
| Intelligent Financial Strategies | History | Added to | 140,729 | 10,851 | 5.65% | 5.04% | 254 | +1,675 | 1.2% | Q1 2026 | Apr 28, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 139,809 | 10,780 | 0.34% | 0.36% | 255 | -11,165 | -7.4% | Q1 2026 | Apr 27, 2026 |
| XY Planning Network, Inc. | History | Reduced | 135,545 | 10,573 | 1.69% | 1.83% | 256 | -3,410 | -2.45% | Q1 2026 | Apr 14, 2026 |
| SVRN Asset Management, LLC | History | Reduced | 136,471 | 10,523 | 10.19% | 11.55% | 257 | -49,336 | -26.55% | Q1 2026 | May 12, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 136,386 | 10,516 | 7.9% | 7.42% | 258 | +6,999 | 5.41% | Q1 2026 | Apr 16, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 135,702 | 10,463 | 0.41% | 0.41% | 259 | +86,928 | 178.23% | Q1 2026 | May 15, 2026 |
| MontVue Capital Management, Inc. | History | Added to | 133,671 | 10,307 | 7.02% | 6.7% | 260 | +190 | 0.14% | Q1 2026 | Apr 16, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 132,935 | 10,250 | 0.84% | 0.77% | 261 | +12,540 | 10.42% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 132,816 | 10,241 | 5.03% | 3.06% | 262 | +51,555 | 63.44% | Q1 2026 | Apr 14, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 131,927 | 10,172 | 1.73% | 1.78% | 263 | -2,498 | -1.86% | Q1 2026 | May 01, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 131,262 | 10,121 | 1.06% | 1.05% | 264 | -2,155 | -1.62% | Q1 2026 | May 04, 2026 |
| Optas, LLC | History | Reduced | 130,236 | 10,042 | 1.52% | 1.54% | 265 | -641 | -0.49% | Q1 2026 | Apr 24, 2026 |
| Beacon Financial Strategies CORP | History | Added to | 129,308 | 9,970 | 5.66% | 5.37% | 266 | +1,809 | 1.42% | Q1 2026 | Apr 08, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 128,503 | 9,908 | 0.23% | 0.23% | 267 | -1,777 | -1.36% | Q1 2026 | Apr 29, 2026 |
| New Covenant Trust Company, N.A. | History | Reduced | 127,568 | 9,836 | 8.78% | 9.0% | 268 | -2,750 | -2.11% | Q1 2026 | Apr 17, 2026 |
| Davidson Kahn Capital Management, LLC | History | Added to | 125,244 | 9,779 | 5.21% | 1.39% | 269 | +89,845 | 253.81% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | Added to | 123,710 | 9,539 | 0.01% | 0.01% | 270 | +22,807 | 22.6% | Q1 2026 | May 14, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 123,300 | 9,507 | 4.43% | 4.13% | 271 | +13,745 | 12.55% | Q1 2026 | Apr 09, 2026 |
| Independent Advisor Alliance | History | Added to | 123,122 | 9,493 | 0.1% | 0.14% | 272 | +48,540 | 65.08% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 122,900 | 9,476 | 0.01% | — | 273 | +122,900 | New | Q1 2026 | May 15, 2026 |
| M Wealth Management, LLC | History | Added to | 122,851 | 9,473 | 7.97% | 7.91% | 274 | +2,367 | 1.96% | Q1 2026 | May 15, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 113,900 | 9,450 | 6.07% | 5.55% | 275 | +8,457 | 8.02% | Q1 2026 | May 06, 2026 |
| B&D White Capital Company, LLC | History | Added to | 121,428 | 9,363 | 1.16% | 1.02% | 276 | +4,923 | 4.23% | Q1 2026 | May 13, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 120,171 | 9,266 | 5.03% | 4.85% | 277 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BANK HAPOALIM BM | History | New | 119,514 | 9,216 | 1.41% | — | 278 | +119,514 | New | Q1 2026 | May 04, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 119,417 | 9,208 | 1.11% | 1.15% | 279 | -1,177 | -0.98% | Q1 2026 | Apr 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 118,959 | 9,172 | 0.0% | 0.04% | 280 | -3,612,650 | -96.81% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 118,632 | 9,147 | 0.16% | 0.16% | 281 | +5,274 | 4.65% | Q1 2026 | May 07, 2026 |
| ADE, LLC | History | Reduced | 118,023 | 9,100 | 4.36% | 4.32% | 282 | -198 | -0.17% | Q1 2026 | May 14, 2026 |
| Trellis Wealth Advisors LLC | History | Reduced | 116,280 | 8,966 | 3.41% | 3.47% | 283 | -1,477 | -1.25% | Q1 2026 | Apr 15, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 116,036 | 8,947 | 1.03% | 0.83% | 284 | +16,670 | 16.78% | Q1 2026 | Apr 17, 2026 |
| Legacy Advisors, LLC | History | Reduced | 115,171 | 8,880 | 1.05% | 0.95% | 285 | -2,484 | -2.11% | Q1 2026 | May 05, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 114,894 | 8,859 | 0.93% | 0.2% | 286 | +100,787 | 714.45% | Q1 2026 | Apr 17, 2026 |
| NewEdge Wealth, LLC | History | Added to | 114,469 | 8,826 | 0.11% | 0.07% | 287 | +29,357 | 34.49% | Q1 2026 | May 13, 2026 |
| Downshift Financial, LLC | History | Added to | 106,657 | 8,718 | 4.51% | 4.55% | 289 | +13,688 | 14.72% | Q1 2026 | Apr 29, 2026 |
| Vernal Point Advisors, LLC | History | Added to | 113,067 | 8,718 | 3.54% | 3.52% | 288 | +57 | 0.05% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 112,851 | 8,701 | 0.01% | 0.0% | 290 | +96,103 | 573.82% | Q1 2026 | May 15, 2026 |
| Brio Consultants, LLC | History | Reduced | 103,798 | 8,657 | 1.06% | 1.07% | 291 | -5,505 | -5.04% | Q1 2026 | May 06, 2026 |
| Vise Technologies, Inc. | History | No change | 114,163 | 8,612 | 0.17% | 0.17% | 292 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 111,367 | 8,587 | 0.2% | 0.04% | 293 | +92,100 | 478.02% | Q1 2026 | May 04, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 110,525 | 8,522 | 0.59% | 0.93% | 294 | -71,398 | -39.25% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 109,103 | 8,511 | 0.15% | 0.16% | 295 | -3,835 | -3.4% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 110,241 | 8,500 | 0.14% | 0.13% | 296 | +6,443 | 6.21% | Q1 2026 | Apr 27, 2026 |
| Latigo Investments, LLC | History | No change | 110,240 | 8,500 | 4.23% | 4.09% | 297 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MRWM Advisors, LLC | History | Added to | 110,205 | 8,497 | 4.61% | 4.35% | 298 | +2,719 | 2.53% | Q1 2026 | Apr 20, 2026 |
| Asset One Wealth Management LLC | History | New | 103,252 | 8,454 | 0.94% | — | 299 | +103,252 | New | Q1 2026 | May 12, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 107,916 | 8,321 | 1.38% | 1.31% | 300 | +3,861 | 3.71% | Q1 2026 | Apr 29, 2026 |
| Register Financial Advisors LLC | History | Added to | 105,691 | 8,149 | 3.01% | 3.01% | 301 | +3,221 | 3.14% | Q1 2026 | Apr 15, 2026 |
| Gordian Advisors LLC | History | Reduced | 104,837 | 8,083 | 5.38% | 5.26% | 302 | -364 | -0.35% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | Added to | 104,491 | 8,057 | 0.27% | 0.2% | 303 | +26,562 | 34.08% | Q1 2026 | Apr 22, 2026 |
| Freedom Day Solutions, LLC | History | Reduced | 103,565 | 7,985 | 2.14% | 2.24% | 304 | -5,650 | -5.17% | Q1 2026 | May 05, 2026 |
| NWAM LLC | History | Reduced | 101,750 | 7,845 | 0.45% | 0.47% | 305 | -4,780 | -4.49% | Q1 2026 | May 04, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 101,621 | 7,836 | 0.14% | 0.14% | 306 | +3,932 | 4.03% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 101,259 | 7,808 | 0.06% | 0.06% | 307 | -3,569 | -3.4% | Q1 2026 | Apr 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 100,810 | 7,605 | 0.04% | 0.04% | 308 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 98,622 | 7,604 | 4.97% | 4.78% | 309 | -566 | -0.57% | Q1 2026 | May 08, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | Added to | 98,516 | 7,596 | 5.93% | 5.79% | 310 | +2,218 | 2.3% | Q1 2026 | May 04, 2026 |
| GSG Advisors LLC | History | Added to | 98,332 | 7,582 | 1.97% | 1.85% | 312 | +3,239 | 3.41% | Q1 2026 | May 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 98,328 | 7,582 | 0.31% | 0.3% | 311 | +2,859 | 2.99% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Added to | 97,542 | 7,521 | 0.14% | 0.05% | 313 | +64,040 | 191.15% | Q1 2026 | Apr 17, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 97,026 | 7,481 | 4.1% | — | 314 | +97,026 | New | Q1 2026 | Apr 09, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 96,363 | 7,430 | 4.4% | 4.2% | 315 | +73,436 | 320.3% | Q1 2026 | Apr 16, 2026 |
| Briggs Wealth Management, Inc | History | Added to | 95,808 | 7,387 | 7.84% | 6.39% | 316 | +17,054 | 21.65% | Q1 2026 | May 15, 2026 |
| CGN Advisors LLC | History | Added to | 95,653 | 7,375 | 0.58% | 0.51% | 317 | +10,162 | 11.89% | Q1 2026 | Apr 13, 2026 |
| Altiora Financial Group, LLC | History | Added to | 93,532 | 7,212 | 1.19% | 1.14% | 318 | +5,550 | 6.31% | Q1 2026 | May 08, 2026 |
| BAILARD, INC. | History | Added to | 92,874 | 7,161 | 0.16% | 0.15% | 319 | +1,744 | 1.91% | Q1 2026 | May 11, 2026 |
| FIRST HORIZON CORP | History | Added to | 91,587 | 7,062 | 0.3% | 0.3% | 320 | +3,953 | 4.51% | Q1 2026 | Apr 30, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 90,925 | 7,011 | 4.64% | 4.38% | 321 | +4,923 | 5.72% | Q1 2026 | Apr 22, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 89,422 | 6,895 | 0.03% | — | 322 | +89,422 | New | Q1 2026 | May 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 89,025 | 6,864 | 0.53% | 0.49% | 323 | +3,917 | 4.6% | Q1 2026 | Apr 08, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 88,837 | 6,838 | 4.23% | 3.85% | 324 | +2,490 | 2.88% | Q1 2026 | Apr 23, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 88,555 | 6,828 | 0.43% | 0.42% | 325 | -929 | -1.04% | Q1 2026 | May 15, 2026 |
| Coyle Financial Counsel LLC | History | Reduced | 88,471 | 6,822 | 1.44% | 1.43% | 326 | -358 | -0.4% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 88,038 | 6,788 | 0.15% | 0.1% | 327 | +27,120 | 44.52% | Q1 2026 | May 15, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 87,554 | 6,751 | 0.34% | 0.32% | 328 | +184 | 0.21% | Q1 2026 | May 07, 2026 |
| Roundview Capital LLC | History | Added to | 86,900 | 6,700 | 0.42% | 0.37% | 329 | +6,772 | 8.45% | Q1 2026 | May 08, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 85,451 | 6,589 | 0.59% | 0.21% | 330 | +55,588 | 186.14% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Added to | 84,930 | 6,548 | 0.09% | 0.09% | 331 | +2,229 | 2.7% | Q1 2026 | Apr 08, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 84,214 | 6,493 | 1.37% | 1.37% | 332 | -1,774 | -2.06% | Q1 2026 | May 05, 2026 |
| Fire Capital Management LLC | History | Added to | 84,051 | 6,481 | 3.04% | 2.8% | 333 | +9,600 | 12.89% | Q1 2026 | May 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 83,677 | 6,452 | 0.35% | 0.34% | 334 | -1,986 | -2.32% | Q1 2026 | May 14, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 82,470 | 6,359 | 0.45% | 0.42% | 335 | +8,145 | 10.96% | Q1 2026 | May 14, 2026 |
| Main Management LLC | History | Reduced | 82,166 | 6,336 | 0.46% | 1.0% | 336 | -101,614 | -55.29% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 81,927 | 6,317 | 0.48% | 0.4% | 337 | +11,349 | 16.08% | Q1 2026 | May 13, 2026 |
| Mustard Seed Financial, LLC | History | Reduced | 81,690 | 6,299 | 3.77% | 3.89% | 338 | -261 | -0.32% | Q1 2026 | Apr 27, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Added to | 81,445 | 6,280 | 5.14% | 2.47% | 339 | +34,601 | 73.86% | Q1 2026 | May 13, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 81,309 | 6,269 | 0.34% | 0.34% | 340 | -1,061 | -1.29% | Q1 2026 | Apr 08, 2026 |
| AlphaCore Capital LLC | History | Added to | 81,013 | 6,246 | 0.15% | 0.14% | 341 | +444 | 0.55% | Q1 2026 | May 15, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 80,940 | 6,241 | 2.12% | 0.62% | 342 | +57,179 | 240.64% | Q1 2026 | May 04, 2026 |
| Winter & Associates, Inc. | History | Reduced | 79,666 | 6,211 | 5.44% | 6.06% | 343 | -7,178 | -8.27% | Q1 2026 | Apr 08, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Reduced | 80,348 | 6,195 | 3.36% | 2.68% | 344 | -846 | -1.04% | Q1 2026 | Apr 13, 2026 |
| Tanager Wealth Management LLP | History | No change | 79,855 | 6,157 | 0.6% | 0.6% | 345 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 79,120 | 6,100 | 0.07% | 0.07% | 346 | -93 | -0.12% | Q1 2026 | May 01, 2026 |
| Prudent Man Advisors, LLC | History | Added to | 78,493 | 6,052 | 1.81% | 1.84% | 347 | +11,436 | 17.05% | Q1 2026 | May 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 78,207 | 6,030 | 0.34% | 0.29% | 348 | +9,018 | 13.03% | Q1 2026 | Apr 20, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 78,176 | 6,028 | 2.6% | 2.78% | 349 | -3,283 | -4.03% | Q1 2026 | May 01, 2026 |
| AMES NATIONAL CORP | History | Reduced | 78,170 | 6,027 | 3.62% | 3.47% | 350 | -470 | -0.6% | Q1 2026 | May 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 77,958 | 6,011 | 0.07% | 0.05% | 351 | +23,173 | 42.3% | Q1 2026 | May 13, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 77,956 | 6,011 | 1.38% | 1.39% | 352 | -697 | -0.89% | Q1 2026 | May 04, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 77,692 | 5,990 | 0.95% | — | 353 | +77,692 | New | Q1 2026 | Apr 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 77,400 | 5,968 | 0.17% | 0.1% | 354 | +27,935 | 56.47% | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 78,362 | 5,911 | 0.2% | 0.2% | 355 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 76,624 | 5,908 | 0.36% | 0.31% | 356 | +10,159 | 15.28% | Q1 2026 | Apr 23, 2026 |
| Global Trust Wealth Management LLC | History | Added to | 75,892 | 5,852 | 4.42% | 4.24% | 357 | +29 | 0.04% | Q1 2026 | Apr 14, 2026 |
| BOKF, NA | History | Reduced | 75,815 | 5,846 | 0.09% | 0.09% | 358 | -5,819 | -7.13% | Q1 2026 | May 08, 2026 |
| CIBC Bancorp USA Inc. | History | New | 75,284 | 5,805 | 0.01% | — | 359 | +75,284 | New | Q1 2026 | May 12, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 75,180 | 5,797 | 0.24% | 0.25% | 360 | -559 | -0.74% | Q1 2026 | May 12, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 75,169 | 5,796 | 0.86% | 0.83% | 361 | +4,745 | 6.74% | Q1 2026 | Apr 24, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 75,148 | 5,794 | 4.91% | 4.99% | 362 | -3,297 | -4.2% | Q1 2026 | May 13, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 75,005 | 5,784 | 1.98% | 1.93% | 363 | +1,340 | 1.82% | Q1 2026 | Apr 08, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 74,727 | 5,762 | 2.26% | 2.25% | 364 | -555 | -0.74% | Q1 2026 | May 04, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 74,574 | 5,750 | 3.74% | 3.86% | 365 | -5,526 | -6.9% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 74,291 | 5,728 | 0.03% | 0.02% | 366 | +30,111 | 68.16% | Q1 2026 | May 13, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 74,180 | 5,720 | 2.25% | 2.27% | 367 | -736 | -0.98% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 74,027 | 5,708 | 0.25% | 0.26% | 368 | -331 | -0.45% | Q1 2026 | Apr 28, 2026 |
| Lido Advisors, LLC | History | Added to | 73,397 | 5,659 | 0.02% | 0.01% | 369 | +8,269 | 12.7% | Q1 2026 | May 13, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 73,367 | 5,657 | 3.64% | 3.65% | 370 | +35 | 0.05% | Q1 2026 | May 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 72,968 | 5,626 | 0.11% | 0.11% | 371 | +36 | 0.05% | Q1 2026 | May 14, 2026 |
| MAYPORT, LLC | History | Added to | 72,722 | 5,607 | 1.04% | 1.0% | 372 | +7,044 | 10.73% | Q1 2026 | Apr 21, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 72,624 | 5,600 | 0.49% | 0.48% | 373 | -878 | -1.19% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Added to | 72,587 | 5,597 | 0.06% | 0.06% | 374 | +1,728 | 2.44% | Q1 2026 | Apr 16, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 72,157 | 5,564 | 0.21% | 0.19% | 375 | +928 | 1.3% | Q1 2026 | May 12, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 72,040 | 5,555 | 0.53% | 0.44% | 376 | +9,741 | 15.64% | Q1 2026 | May 11, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 71,879 | 5,542 | 1.74% | 1.71% | 377 | -1,108 | -1.52% | Q1 2026 | Apr 16, 2026 |
| Centric Wealth Management | History | Added to | 67,312 | 5,536 | 1.11% | 0.66% | 378 | +28,581 | 73.79% | Q1 2026 | May 12, 2026 |
| TABR Capital Management, LLC | History | Added to | 71,590 | 5,520 | 5.08% | 1.19% | 379 | +47,893 | 202.11% | Q1 2026 | Apr 27, 2026 |
| Orcam Financial Group | History | Added to | 71,151 | 5,486 | 3.89% | 3.97% | 380 | +869 | 1.24% | Q1 2026 | May 12, 2026 |
| Financial Architects, LLC | History | Reduced | 71,083 | 5,481 | 2.89% | 2.97% | 381 | -2,180 | -2.98% | Q1 2026 | Apr 21, 2026 |
| McAlister, Sweet & Associates, Inc. | History | New | 70,401 | 5,428 | 3.38% | — | 382 | +70,401 | New | Q1 2026 | Apr 02, 2026 |
| Baird Financial Group, Inc. | History | Added to | 70,082 | 5,404 | 0.01% | 0.01% | 383 | +6,262 | 9.81% | Q1 2026 | May 14, 2026 |
| D.B. Root & Company, LLC | History | Added to | 70,009 | 5,398 | 1.29% | 0.41% | 384 | +47,913 | 216.84% | Q1 2026 | May 12, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 69,927 | 5,392 | 1.89% | 2.01% | 385 | -4,865 | -6.5% | Q1 2026 | May 05, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 69,587 | 5,365 | 2.33% | 2.24% | 386 | -506 | -0.72% | Q1 2026 | May 12, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 69,536 | 5,361 | 0.65% | 0.66% | 387 | -1,271 | -1.8% | Q1 2026 | Apr 30, 2026 |
| Scott & Selber, Inc. | History | Added to | 69,435 | 5,354 | 1.38% | 1.27% | 388 | +2,203 | 3.28% | Q1 2026 | Apr 16, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 69,250 | 5,339 | 0.9% | 0.88% | 389 | -309 | -0.44% | Q1 2026 | Apr 21, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | Reduced | 69,079 | 5,326 | 4.46% | 4.39% | 390 | -150 | -0.22% | Q1 2026 | May 08, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 69,005 | 5,320 | 0.07% | 0.07% | 391 | -1,702 | -2.41% | Q1 2026 | Apr 21, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 68,966 | 5,317 | 3.17% | 3.18% | 392 | +4,789 | 7.46% | Q1 2026 | May 12, 2026 |
| Red Wave Investments LLC | History | Reduced | 68,536 | 5,284 | 1.58% | 1.68% | 393 | -6,466 | -8.62% | Q1 2026 | May 08, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 68,429 | 5,276 | 0.64% | — | 394 | +68,429 | New | Q1 2026 | May 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 68,221 | 5,260 | 0.37% | 0.34% | 395 | +5,265 | 8.36% | Q1 2026 | May 12, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 67,956 | 5,240 | 0.76% | 0.78% | 396 | +609 | 0.9% | Q1 2026 | May 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 67,669 | 5,217 | 0.11% | 0.1% | 397 | +4,110 | 6.47% | Q1 2026 | May 15, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 62,736 | 5,165 | 1.72% | 1.44% | 398 | +5,673 | 9.94% | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 66,851 | 5,154 | 0.27% | 0.22% | 399 | +11,137 | 19.99% | Q1 2026 | Apr 17, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 66,812 | 5,151 | 0.68% | 0.03% | 400 | +64,052 | 2320.72% | Q1 2026 | Apr 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 66,667 | 5,140 | 0.01% | — | 401 | +66,667 | New | Q1 2026 | May 14, 2026 |
| Financial Symmetry Inc | History | Added to | 61,846 | 5,136 | 1.82% | 1.62% | 402 | +9,298 | 17.69% | Q1 2026 | May 11, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 66,566 | 5,132 | 1.41% | 1.44% | 404 | -439 | -0.66% | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | Reduced | 66,562 | 5,132 | 0.46% | 0.45% | 403 | -390 | -0.58% | Q1 2026 | May 11, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 66,149 | 5,100 | 1.49% | 1.17% | 405 | +10,476 | 18.82% | Q1 2026 | May 07, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 66,020 | 5,090 | 0.12% | 0.08% | 406 | +19,959 | 43.33% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 65,945 | 5,085 | 0.04% | — | 407 | +65,945 | New | Q1 2026 | Apr 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 65,936 | 5,084 | 0.15% | 0.15% | 408 | +12,586 | 23.59% | Q1 2026 | May 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 67,098 | 5,061 | 0.38% | 0.38% | 409 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WoodTrust Financial Corp | History | Reduced | 65,381 | 5,042 | 0.65% | 0.68% | 410 | -12,073 | -15.59% | Q1 2026 | May 06, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 64,372 | 4,963 | 0.06% | 0.06% | 411 | -4,835 | -6.99% | Q1 2026 | May 06, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 64,166 | 4,947 | 0.67% | 0.72% | 412 | +15 | 0.02% | Q1 2026 | May 08, 2026 |
| Cynosure Group, LLC | History | Added to | 63,930 | 4,929 | 0.62% | 0.49% | 413 | +39 | 0.06% | Q1 2026 | May 13, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 63,800 | 4,919 | 0.18% | 0.13% | 414 | +7,395 | 13.11% | Q1 2026 | May 13, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 63,725 | 4,913 | 3.29% | 3.28% | 415 | -386 | -0.6% | Q1 2026 | Apr 29, 2026 |
| Unconventional Investor, LLC | History | Added to | 63,322 | 4,882 | 2.32% | 2.23% | 416 | +1,212 | 1.95% | Q1 2026 | May 18, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 165,060 | 4,859 | 0.22% | 0.06% | 417 | -44,921 | -21.39% | Q1 2026 | May 15, 2026 |
| Sage Investment Advisers LLC | History | Added to | 62,128 | 4,846 | 3.59% | 2.71% | 418 | +14,267 | 29.81% | Q1 2026 | Apr 10, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 62,747 | 4,838 | 0.22% | 0.22% | 419 | -7,349 | -10.48% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Reduced | 62,691 | 4,834 | 0.01% | 0.01% | 420 | -6,855 | -9.86% | Q1 2026 | May 06, 2026 |
| Eschler Asset Management LLP | History | No change | 62,218 | 4,797 | 4.78% | 3.16% | 421 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 62,013 | 4,781 | 0.61% | 0.76% | 422 | -20,310 | -24.67% | Q1 2026 | Apr 07, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 61,893 | 4,772 | 0.21% | 0.21% | 424 | +2,476 | 4.17% | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | Reduced | 61,895 | 4,772 | 0.31% | 0.3% | 423 | -80 | -0.13% | Q1 2026 | Apr 28, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 60,941 | 4,699 | 0.11% | 0.1% | 425 | +1,620 | 2.73% | Q1 2026 | May 08, 2026 |
| Steele Capital Management, Inc. | History | New | 60,780 | 4,686 | 0.19% | — | 426 | +60,780 | New | Q1 2026 | Apr 29, 2026 |
| Fiduciary Group, LLC | History | Reduced | 60,601 | 4,672 | 0.4% | 0.39% | 427 | -656 | -1.07% | Q1 2026 | May 11, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 60,584 | 4,671 | 1.4% | 1.34% | 428 | +1,295 | 2.18% | Q1 2026 | Apr 20, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 57,342 | 4,657 | 1.38% | 1.15% | 429 | +10,490 | 22.39% | Q1 2026 | Apr 30, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 60,268 | 4,647 | 0.98% | 1.14% | 430 | +50 | 0.08% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 60,164 | 4,639 | 0.14% | 0.1% | 431 | +14,522 | 31.82% | Q1 2026 | Apr 21, 2026 |
| Bank of New York Mellon Corp | History | Added to | 59,807 | 4,611 | 0.0% | 0.0% | 432 | +3,301 | 5.84% | Q1 2026 | May 05, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 59,722 | 4,605 | 0.53% | 0.52% | 433 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 59,657 | 4,600 | 0.22% | 0.2% | 434 | +4,237 | 7.65% | Q1 2026 | Apr 28, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 59,610 | 4,596 | 0.44% | 0.42% | 435 | +145 | 0.24% | Q1 2026 | May 06, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 59,499 | 4,587 | 0.6% | 0.56% | 436 | -4,203 | -6.6% | Q1 2026 | Apr 10, 2026 |
| Sigma Planning Corp | History | Added to | 59,421 | 4,581 | 0.13% | 0.07% | 437 | +23,507 | 65.45% | Q1 2026 | May 04, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 59,012 | 4,550 | 0.89% | 1.02% | 438 | -5,588 | -8.65% | Q1 2026 | May 15, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 58,911 | 4,542 | 1.74% | 1.59% | 439 | +5,650 | 10.61% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 58,801 | 4,534 | 0.31% | 0.31% | 440 | -1,713 | -2.83% | Q1 2026 | Apr 21, 2026 |
| United Community Bank | History | Added to | 58,756 | 4,530 | 1.51% | 1.11% | 441 | +19,880 | 51.14% | Q1 2026 | Apr 24, 2026 |
| M&T BANK CORP | History | Reduced | 58,505 | 4,511 | 0.02% | 0.03% | 442 | -67,491 | -53.57% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 59,573 | 4,494 | 0.08% | 0.08% | 443 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Savvy Advisors, Inc. | History | Added to | 57,554 | 4,438 | 0.12% | 0.07% | 444 | +28,925 | 101.03% | Q1 2026 | May 11, 2026 |
| MSH Capital Advisors LLC | History | New | 57,088 | 4,402 | 0.93% | — | 445 | +57,088 | New | Q1 2026 | May 08, 2026 |
| Empirical Finance, LLC | History | No change | 57,025 | 4,397 | 0.21% | 0.21% | 446 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Added to | 56,965 | 4,392 | 0.04% | 0.04% | 447 | +2,557 | 4.7% | Q1 2026 | Apr 13, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 56,938 | 4,390 | 3.26% | 3.19% | 448 | +622 | 1.1% | Q1 2026 | Apr 20, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 56,781 | 4,378 | 0.67% | 0.58% | 449 | +1,678 | 3.05% | Q1 2026 | May 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 56,697 | 4,371 | 0.02% | 0.02% | 450 | +10,796 | 23.52% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Added to | 56,594 | 4,363 | 0.01% | 0.01% | 451 | +12,276 | 27.7% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 56,147 | 4,329 | 0.08% | 0.07% | 452 | +858 | 1.55% | Q1 2026 | Apr 10, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 55,891 | 4,309 | 1.12% | 1.14% | 453 | -2,536 | -4.34% | Q1 2026 | Apr 15, 2026 |
| Columbia Asset Management | History | Added to | 54,846 | 4,229 | 0.81% | 0.47% | 454 | +20,152 | 58.08% | Q1 2026 | Apr 20, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 54,573 | 4,208 | 0.12% | 0.09% | 455 | +7,645 | 16.29% | Q1 2026 | Apr 27, 2026 |
| Leelyn Smith, LLC | History | Added to | 54,184 | 4,178 | 0.59% | 0.52% | 456 | +6,422 | 13.45% | Q1 2026 | Apr 27, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 53,847 | 4,152 | 0.45% | 0.44% | 457 | -297 | -0.55% | Q1 2026 | Apr 23, 2026 |
| Kovack Advisors, Inc. | History | Added to | 53,041 | 4,099 | 0.22% | 0.04% | 458 | +42,640 | 409.96% | Q1 2026 | May 12, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 52,555 | 4,052 | 2.67% | 2.45% | 459 | +3,933 | 8.09% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 52,071 | 4,015 | 0.02% | 0.03% | 460 | -17,078 | -24.7% | Q1 2026 | May 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 51,878 | 4,000 | 1.13% | 1.07% | 461 | -826 | -1.57% | Q1 2026 | Apr 16, 2026 |
| Everest Management Corp. | History | Added to | 51,303 | 3,955 | 2.0% | 2.06% | 462 | +2,388 | 4.88% | Q1 2026 | May 06, 2026 |
| Cypress Capital, LLC | History | Reduced | 51,024 | 3,934 | 1.12% | 1.1% | 463 | -885 | -1.7% | Q1 2026 | Apr 28, 2026 |
| Trek Financial, LLC | History | Added to | 50,846 | 3,920 | 0.21% | 0.16% | 464 | +13,754 | 37.08% | Q1 2026 | May 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 50,351 | 3,882 | 0.94% | 1.05% | 465 | -6,984 | -12.18% | Q1 2026 | May 01, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 50,163 | 3,869 | 0.7% | 0.64% | 466 | +1,624 | 3.35% | Q1 2026 | May 11, 2026 |
| Headland Capital, LLC | History | Reduced | 49,885 | 3,846 | 1.08% | 1.07% | 467 | -1,248 | -2.44% | Q1 2026 | May 04, 2026 |
| Principle Wealth Partners LLC | History | Added to | 49,666 | 3,829 | 0.22% | 0.21% | 469 | +106 | 0.21% | Q1 2026 | May 07, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | No change | 49,665 | 3,829 | 0.66% | 0.87% | 468 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 49,638 | 3,827 | 0.72% | 0.62% | 470 | +6,489 | 15.04% | Q1 2026 | Apr 08, 2026 |
| PROSPERITY BANCSHARES INC | History | Added to | 49,380 | 3,807 | 3.05% | 3.17% | 471 | +2,866 | 6.16% | Q1 2026 | May 12, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 49,140 | 3,789 | 0.82% | 0.81% | 472 | +1,281 | 2.68% | Q1 2026 | Apr 27, 2026 |
| Walker Financial Services, Inc. | History | Reduced | 49,119 | 3,787 | 1.3% | 1.9% | 473 | -20,207 | -29.15% | Q1 2026 | Apr 29, 2026 |
| Bath Savings Trust Co | History | Added to | 48,918 | 3,772 | 0.4% | 0.35% | 474 | +2,844 | 6.17% | Q1 2026 | Apr 07, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 48,588 | 3,746 | 0.28% | 0.26% | 475 | -189 | -0.39% | Q1 2026 | May 07, 2026 |
| Facet Wealth, Inc. | History | Reduced | 47,908 | 3,694 | 0.06% | 0.08% | 476 | -5,482 | -10.27% | Q1 2026 | May 07, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 47,601 | 3,670 | 2.82% | 2.57% | 477 | +1,653 | 3.6% | Q1 2026 | Apr 20, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 47,403 | 3,655 | 0.21% | 0.22% | 478 | -1,518 | -3.1% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 48,182 | 3,634 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Serenity Investment Advisors | History | No change | 46,930 | 3,626 | 2.12% | 2.12% | 480 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| CITIGROUP INC | History | Added to | 46,510 | 3,586 | 0.0% | 0.0% | 481 | +46,057 | 10167.11% | Q1 2026 | May 11, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 46,017 | 3,548 | 3.19% | 2.89% | 482 | +5,219 | 12.79% | Q1 2026 | Apr 28, 2026 |
| Rothschild Wealth LLC | History | Reduced | 45,752 | 3,527 | 0.32% | 0.35% | 483 | -2,576 | -5.33% | Q1 2026 | May 06, 2026 |
| Nikulski Financial, Inc. | History | Added to | 45,540 | 3,511 | 0.87% | 0.52% | 484 | +16,855 | 58.76% | Q1 2026 | May 14, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 45,521 | 3,510 | 0.24% | 0.04% | 485 | +38,995 | 597.53% | Q1 2026 | Apr 17, 2026 |
| Westside Investment Management, Inc. | History | Added to | 45,156 | 3,481 | 0.53% | 0.53% | 486 | +1,030 | 2.33% | Q1 2026 | May 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 44,898 | 3,462 | 0.05% | 0.04% | 487 | +11,065 | 32.7% | Q1 2026 | May 13, 2026 |
| Friday Financial | History | Added to | 44,857 | 3,458 | 1.19% | 1.19% | 488 | +11 | 0.02% | Q1 2026 | Apr 16, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 44,582 | 3,449 | 0.13% | 0.38% | 489 | +13,518 | 43.52% | Q1 2026 | May 14, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 44,714 | 3,447 | 0.08% | 0.01% | 490 | +38,834 | 660.44% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 44,672 | 3,445 | 0.0% | 0.0% | 491 | +6,250 | 16.27% | Q1 2026 | May 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 44,647 | 3,442 | 0.19% | 0.18% | 492 | +3,441 | 8.35% | Q1 2026 | Apr 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 44,618 | 3,440 | 0.06% | 0.06% | 493 | +1,901 | 4.45% | Q1 2026 | May 11, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 44,613 | 3,440 | 0.21% | 0.21% | 494 | -470 | -1.04% | Q1 2026 | May 13, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 44,586 | 3,438 | 0.19% | 0.18% | 495 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 44,501 | 3,431 | 0.22% | 0.22% | 496 | +223 | 0.5% | Q1 2026 | Apr 15, 2026 |
| Good Harbor Advisors, Inc. | History | Reduced | 44,390 | 3,422 | 3.74% | 3.94% | 497 | -533 | -1.19% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 42,080 | 3,418 | 0.06% | 0.01% | 498 | +38,642 | 1123.97% | Q1 2026 | May 01, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 44,326 | 3,417 | 0.74% | 0.73% | 499 | +27 | 0.06% | Q1 2026 | Apr 13, 2026 |
| CRA Financial Services, LLC | History | Added to | 43,831 | 3,379 | 0.44% | 0.28% | 500 | +15,137 | 52.75% | Q1 2026 | Apr 09, 2026 |
| Accredited Investors Inc. | History | Added to | 43,728 | 3,371 | 0.18% | 0.17% | 501 | +1,260 | 2.97% | Q1 2026 | Apr 30, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 43,618 | 3,363 | 0.19% | 0.22% | 502 | -48 | -0.11% | Q1 2026 | May 11, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Reduced | 43,201 | 3,331 | 1.78% | 1.74% | 503 | -510 | -1.17% | Q1 2026 | Apr 27, 2026 |
| Brookwood Investment Group LLC | History | Added to | 43,181 | 3,329 | 0.41% | 0.33% | 504 | +6,257 | 16.95% | Q1 2026 | May 04, 2026 |
| Old Peak Finance LLC | History | Reduced | 43,108 | 3,324 | 1.94% | 2.07% | 505 | -1,430 | -3.21% | Q1 2026 | Apr 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 42,991 | 3,315 | 0.01% | 0.0% | 506 | +10,459 | 32.15% | Q1 2026 | May 01, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 42,826 | 3,302 | 0.28% | 0.29% | 507 | +1,778 | 4.33% | Q1 2026 | Apr 09, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 42,654 | 3,289 | 0.0% | 0.0% | 508 | -920 | -2.11% | Q1 2026 | May 13, 2026 |
| Continuum Advisory, LLC | History | Added to | 42,440 | 3,272 | 0.31% | 0.29% | 509 | +3,764 | 9.73% | Q1 2026 | Apr 22, 2026 |
| CACTI ASSET MANAGEMENT LLC | History | Added to | 42,392 | 3,268 | 0.2% | 0.1% | 510 | +20,787 | 96.21% | Q1 2026 | Apr 15, 2026 |
| Gold Investment Management Ltd. | History | Reduced | 42,151 | 3,250 | 1.01% | 1.02% | 511 | -179 | -0.42% | Q1 2026 | Apr 22, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 41,381 | 3,190 | 0.54% | 0.52% | 512 | +994 | 2.46% | Q1 2026 | Apr 28, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 41,356 | 3,188 | 1.47% | 1.5% | 513 | -1,300 | -3.05% | Q1 2026 | Apr 15, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 41,340 | 3,187 | 1.22% | 1.2% | 514 | +67 | 0.16% | Q1 2026 | Apr 22, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 41,204 | 3,177 | 0.71% | 0.5% | 515 | +11,175 | 37.21% | Q1 2026 | May 21, 2026 |
| Belpointe Asset Management LLC | History | Added to | 41,134 | 3,171 | 0.12% | 0.11% | 516 | +2,166 | 5.56% | Q1 2026 | Apr 28, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | New | 40,982 | 3,160 | 0.58% | — | 517 | +40,982 | New | Q1 2026 | May 01, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 40,776 | 3,144 | 0.2% | 0.19% | 518 | +387 | 0.96% | Q1 2026 | Apr 14, 2026 |
| LifeWealth Investments, LLC | History | New | 40,734 | 3,141 | 0.94% | — | 519 | +40,734 | New | Q1 2026 | Apr 20, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 40,602 | 3,130 | 1.21% | 1.38% | 520 | -1,604 | -3.8% | Q1 2026 | Apr 22, 2026 |
| Fort Henry Capital, LLC | History | Added to | 40,496 | 3,122 | 1.89% | 1.83% | 521 | +922 | 2.33% | Q1 2026 | Apr 20, 2026 |
| Financial Planning Hawaii, Inc. | History | Added to | 40,358 | 3,112 | 1.84% | 1.69% | 522 | +1,526 | 3.93% | Q1 2026 | Apr 21, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 40,267 | 3,105 | 0.38% | 0.28% | 523 | +9,364 | 30.3% | Q1 2026 | Apr 23, 2026 |
| RBF Capital, LLC | History | No change | 40,000 | 3,084 | 0.15% | 0.13% | 524 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 39,619 | 3,055 | 0.53% | 0.46% | 525 | +3,550 | 9.84% | Q1 2026 | Apr 13, 2026 |
| New Republic Capital, LLC | History | Reduced | 39,538 | 3,048 | 1.03% | 0.83% | 526 | -1,578 | -3.84% | Q1 2026 | May 01, 2026 |
| Sicart Associates LLC | History | No change | 39,326 | 3,032 | 0.78% | 0.79% | 527 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 39,204 | 3,023 | 1.97% | 1.78% | 528 | +1,324 | 3.5% | Q1 2026 | Apr 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 39,138 | 3,017 | 0.06% | 0.05% | 529 | +4,511 | 13.03% | Q1 2026 | Apr 15, 2026 |
| HUB Investment Partners, LLC | History | Added to | 39,056 | 3,011 | 0.07% | 0.01% | 530 | +33,823 | 646.34% | Q1 2026 | May 15, 2026 |
| Aberdeen Wealth Management LLC | History | Reduced | 38,896 | 2,999 | 1.37% | 1.37% | 531 | -244 | -0.62% | Q1 2026 | May 15, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 39,603 | 2,987 | 0.39% | 0.39% | 532 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Comprehensive Financial Management LLC | History | No change | 38,568 | 2,974 | 0.1% | 0.09% | 533 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clark Asset Management, LLC | History | Added to | 38,480 | 2,967 | 0.28% | 0.22% | 534 | +10,834 | 39.19% | Q1 2026 | Apr 16, 2026 |
| Glassman Wealth Services | History | Added to | 38,423 | 2,962 | 0.4% | 0.39% | 535 | +10 | 0.03% | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 38,265 | 2,950 | 0.02% | 0.01% | 536 | +20,449 | 114.78% | Q1 2026 | May 15, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 38,234 | 2,948 | 0.19% | 0.18% | 537 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 39,010 | 2,942 | 1.81% | 1.81% | 538 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Planning, LLC | History | New | 38,165 | 2,941 | 0.66% | — | 539 | +38,165 | New | Q1 2026 | May 11, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 38,140 | 2,940 | 1.35% | 1.4% | 540 | -2,707 | -6.63% | Q1 2026 | Apr 22, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 2,933,385 | 2,933 | 0.22% | 0.23% | 541 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | Reduced | 37,725 | 2,909 | 0.21% | 0.25% | 542 | -8,037 | -17.56% | Q1 2026 | May 05, 2026 |
| Curi Capital, LLC | History | Reduced | 37,603 | 2,899 | 0.05% | 0.05% | 543 | -1,001 | -2.59% | Q1 2026 | May 15, 2026 |
| CULBERTSON A N & CO INC | History | Added to | 37,545 | 2,895 | 0.38% | 0.34% | 544 | +4,670 | 14.21% | Q1 2026 | May 12, 2026 |
| Clayton Partners LLC | History | Added to | 37,352 | 2,880 | 2.09% | 2.03% | 545 | +153 | 0.41% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 36,808 | 2,838 | 0.03% | 0.03% | 546 | +7,521 | 25.68% | Q1 2026 | May 08, 2026 |
| COMMERCE BANK | History | Added to | 36,796 | 2,837 | 0.01% | 0.01% | 547 | +1,601 | 4.55% | Q1 2026 | May 11, 2026 |
| Reality Financial Planning Services, LLC | History | Added to | 36,630 | 2,824 | 2.73% | 2.5% | 548 | +2,040 | 5.9% | Q1 2026 | Apr 24, 2026 |
| Banco BTG Pactual S.A. | History | New | 36,552 | 2,818 | 0.25% | — | 549 | +36,552 | New | Q1 2026 | May 12, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 37,325 | 2,815 | 0.6% | 0.6% | 550 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 34,059 | 2,812 | 0.06% | 0.06% | 551 | +3,813 | 12.61% | Q1 2026 | May 04, 2026 |
| Passumpsic Savings Bank | History | No change | 37,233 | 2,808 | 1.54% | 1.54% | 552 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 36,239 | 2,794 | 0.37% | 0.37% | 553 | -3,586 | -9.0% | Q1 2026 | May 08, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 36,103 | 2,783 | 0.23% | 0.24% | 554 | -2,141 | -5.6% | Q1 2026 | Apr 20, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 35,917 | 2,769 | 1.63% | 1.52% | 555 | +2,906 | 8.8% | Q1 2026 | Apr 16, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 35,873 | 2,766 | 0.17% | 0.17% | 556 | +1,788 | 5.25% | Q1 2026 | Apr 28, 2026 |
| Truepoint, Inc. | History | Added to | 34,815 | 2,684 | 0.06% | 0.06% | 557 | +671 | 1.97% | Q1 2026 | May 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 34,646 | 2,671 | 0.67% | 0.78% | 558 | +1,883 | 5.75% | Q1 2026 | May 08, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 34,346 | 2,648 | 0.35% | 0.35% | 559 | +3,108 | 9.95% | Q1 2026 | Apr 28, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 34,275 | 2,642 | 0.1% | 0.11% | 560 | +63 | 0.18% | Q1 2026 | May 07, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 34,214 | 2,638 | 0.18% | 0.15% | 561 | +2,211 | 6.91% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 33,900 | 2,614 | 0.2% | 0.19% | 562 | -89 | -0.26% | Q1 2026 | Apr 14, 2026 |
| Graney & King, LLC | History | Added to | 33,511 | 2,584 | 1.39% | 1.47% | 563 | +193 | 0.58% | Q1 2026 | May 18, 2026 |
| Retirement Planning Group, LLC | History | Added to | 33,336 | 2,570 | 0.08% | 0.08% | 564 | +1,594 | 5.02% | Q1 2026 | May 04, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 33,229 | 2,562 | 0.44% | 0.44% | 565 | +15 | 0.05% | Q1 2026 | Apr 15, 2026 |
| OmniStar Financial Group, Inc. | History | Added to | 33,195 | 2,559 | 1.33% | 1.47% | 566 | +15 | 0.05% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 33,130 | 2,554 | 0.01% | 0.02% | 567 | -54,719 | -62.29% | Q1 2026 | Apr 24, 2026 |
| Woodside Wealth Management LLC | History | Reduced | 32,813 | 2,530 | 1.98% | 2.16% | 568 | -5,597 | -14.57% | Q1 2026 | Apr 13, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 32,764 | 2,526 | 0.58% | 0.55% | 569 | +584 | 1.81% | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 32,612 | 2,514 | 0.04% | 0.04% | 570 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 32,601 | 2,513 | 1.06% | 1.04% | 571 | +977 | 3.09% | Q1 2026 | May 11, 2026 |
| Family Investment Center, Inc. | History | Reduced | 32,553 | 2,510 | 0.48% | 0.5% | 572 | -148 | -0.45% | Q1 2026 | Apr 24, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 32,502 | 2,506 | 0.82% | 0.8% | 573 | +1,134 | 3.62% | Q1 2026 | Apr 24, 2026 |
| CHOREO, LLC | History | Added to | 32,441 | 2,501 | 0.03% | 0.03% | 574 | +6,288 | 24.04% | Q1 2026 | May 12, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 32,299 | 2,490 | 0.56% | 0.56% | 575 | +128 | 0.4% | Q1 2026 | Apr 02, 2026 |
| Moors & Cabot, Inc. | History | Added to | 32,233 | 2,485 | 0.11% | 0.09% | 576 | +3,575 | 12.47% | Q1 2026 | May 08, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 32,233 | 2,485 | 2.44% | 2.33% | 577 | -335 | -1.03% | Q1 2026 | May 06, 2026 |
| Bricktown Capital, LLC | History | Reduced | 32,175 | 2,481 | 0.49% | 0.52% | 578 | -9,000 | -21.86% | Q1 2026 | Apr 16, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 31,749 | 2,476 | 1.95% | 2.13% | 579 | +2,136 | 7.21% | Q1 2026 | Apr 02, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 29,140 | 2,469 | 0.17% | 0.21% | 580 | -10,589 | -26.65% | Q1 2026 | May 12, 2026 |
| Avalon Trust Co | History | Reduced | 32,000 | 2,467 | 0.17% | 0.16% | 581 | -1,000 | -3.03% | Q1 2026 | May 06, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 31,886 | 2,458 | 0.9% | 0.7% | 582 | +6,726 | 26.73% | Q1 2026 | Apr 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 31,829 | 2,454 | 0.03% | 0.03% | 583 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 31,668 | 2,441 | 0.94% | 0.93% | 584 | -406 | -1.27% | Q1 2026 | Apr 29, 2026 |
| S&T BANK/PA | History | No change | 31,517 | 2,430 | 0.91% | 0.75% | 585 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 31,483 | 2,427 | 0.01% | 0.01% | 586 | +1,820 | 6.14% | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | Added to | 31,347 | 2,417 | 0.09% | 0.08% | 587 | +3,827 | 13.91% | Q1 2026 | Apr 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 31,343 | 2,416 | 0.04% | 0.04% | 588 | +5,190 | 19.84% | Q1 2026 | Apr 20, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 31,110 | 2,398 | 0.76% | 0.76% | 589 | -1,533 | -4.7% | Q1 2026 | May 12, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 32,101 | 2,395 | 0.14% | 0.12% | 590 | +2,155 | 7.2% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 30,996 | 2,390 | 0.03% | 0.03% | 591 | -184 | -0.59% | Q1 2026 | May 11, 2026 |
| Hills Bank & Trust Co | History | Added to | 30,987 | 2,389 | 0.12% | 0.13% | 592 | +461 | 1.51% | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 30,957 | 2,385 | 0.0% | 0.0% | 593 | +1,193 | 4.01% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 30,920 | 2,384 | 0.01% | 0.01% | 594 | +2,602 | 9.19% | Q1 2026 | May 14, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 30,873 | 2,380 | 0.47% | 0.45% | 595 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 30,778 | 2,373 | 0.17% | 0.16% | 596 | +1,071 | 3.61% | Q1 2026 | May 05, 2026 |
| Human Investing LLC | History | Reduced | 30,745 | 2,370 | 0.35% | 0.33% | 597 | -296 | -0.95% | Q1 2026 | May 07, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | New | 30,509 | 2,352 | 0.7% | — | 598 | +30,509 | New | Q1 2026 | May 08, 2026 |
| NVWM, LLC | History | Reduced | 30,415 | 2,345 | 0.52% | 0.53% | 599 | -1,615 | -5.04% | Q1 2026 | Apr 27, 2026 |
| Neuberger Berman Group LLC | History | Added to | 30,299 | 2,336 | 0.0% | 0.0% | 600 | +7,327 | 31.9% | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 30,294 | 2,335 | 0.02% | 0.02% | 601 | +59 | 0.2% | Q1 2026 | May 01, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 30,252 | 2,332 | 0.37% | 0.36% | 602 | +187 | 0.62% | Q1 2026 | Apr 29, 2026 |
| Everstar Asset Management, LLC | History | Added to | 30,167 | 2,326 | 1.24% | 1.18% | 603 | +906 | 3.1% | Q1 2026 | Apr 16, 2026 |
| Avalon Advisory Group | History | Reduced | 30,123 | 2,322 | 0.94% | 0.93% | 604 | -77 | -0.25% | Q1 2026 | Apr 22, 2026 |
| Fisher Asset Management, LLC | History | Added to | 30,096 | 2,320 | 0.0% | 0.0% | 605 | +6,091 | 25.37% | Q1 2026 | May 05, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | Reduced | 29,997 | 2,313 | 6.71% | 6.61% | 606 | -1,207 | -3.87% | Q1 2026 | May 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 29,908 | 2,306 | 0.36% | 0.39% | 607 | -1,795 | -5.66% | Q1 2026 | May 07, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 29,897 | 2,305 | 0.31% | 0.51% | 608 | -19,932 | -40.0% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Reduced | 30,219 | 2,303 | 0.01% | 0.01% | 609 | -744 | -2.4% | Q1 2026 | May 15, 2026 |
| Plancorp, LLC | History | Added to | 28,337 | 2,302 | 0.07% | 0.06% | 610 | +1,853 | 7.0% | Q1 2026 | Apr 14, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 29,657 | 2,286 | 0.01% | 0.01% | 611 | +637 | 2.2% | Q1 2026 | May 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 29,468 | 2,272 | 0.04% | 0.03% | 612 | +7,277 | 32.79% | Q1 2026 | Apr 14, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 29,417 | 2,268 | 1.14% | 1.08% | 613 | +792 | 2.77% | Q1 2026 | Apr 16, 2026 |
| Prospera Financial Services Inc | History | Added to | 29,286 | 2,259 | 0.04% | 0.03% | 614 | +8,425 | 40.39% | Q1 2026 | Apr 14, 2026 |
| INKWELL CAPITAL LLC | History | Reduced | 29,230 | 2,253 | 2.29% | 2.25% | 615 | -140 | -0.48% | Q1 2026 | May 15, 2026 |
| Unify Financial Advisors | History | Added to | 29,013 | 2,237 | 2.32% | 2.21% | 616 | +847 | 3.01% | Q1 2026 | Apr 23, 2026 |
| Alta Wealth Advisors LLC | History | No change | 28,986 | 2,235 | 0.73% | 0.73% | 617 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 28,886 | 2,227 | 0.06% | 0.02% | 618 | +16,310 | 129.69% | Q1 2026 | Apr 29, 2026 |
| Essex LLC | History | Added to | 28,884 | 2,227 | 0.39% | 0.35% | 619 | +2,730 | 10.44% | Q1 2026 | Apr 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 28,816 | 2,221 | 0.02% | 0.02% | 620 | +9,331 | 47.89% | Q1 2026 | Apr 20, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 28,619 | 2,206 | 0.06% | 0.02% | 621 | +20,231 | 241.19% | Q1 2026 | May 07, 2026 |
| FCG Investment Co | History | New | 28,595 | 2,204 | 0.97% | — | 622 | +28,595 | New | Q1 2026 | Apr 09, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 28,092 | 2,166 | 0.24% | 0.23% | 623 | +21 | 0.07% | Q1 2026 | Apr 22, 2026 |
| Hyposwiss Advisors SA | History | Added to | 27,956 | 2,155 | 2.13% | 2.07% | 624 | +20 | 0.07% | Q1 2026 | Apr 30, 2026 |
| Pallas Capital Advisors LLC | History | New | 27,946 | 2,154 | 0.08% | — | 625 | +27,946 | New | Q1 2026 | Apr 21, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 27,902 | 2,151 | 0.51% | 0.44% | 626 | +3,670 | 15.15% | Q1 2026 | Apr 28, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 27,879 | 2,149 | 0.52% | 0.31% | 627 | +10,720 | 62.47% | Q1 2026 | May 05, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 26,043 | 2,148 | 0.61% | 0.57% | 628 | +3,066 | 13.34% | Q1 2026 | Apr 27, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 27,827 | 2,145 | 1.45% | 1.46% | 629 | +239 | 0.87% | Q1 2026 | Apr 29, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 27,709 | 2,136 | 0.99% | 0.93% | 630 | +1,610 | 6.17% | Q1 2026 | Apr 08, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 27,627 | 2,130 | 1.22% | 1.15% | 631 | +1,202 | 4.55% | Q1 2026 | May 01, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 27,605 | 2,128 | 0.03% | 0.27% | 632 | -128,733 | -82.34% | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 27,432 | 2,115 | 0.14% | 0.11% | 633 | +6,565 | 31.46% | Q1 2026 | Apr 10, 2026 |
| GWN SECURITIES INC. | History | Added to | 27,403 | 2,113 | 0.4% | 0.36% | 634 | +3,653 | 15.38% | Q1 2026 | May 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 27,307 | 2,105 | 0.08% | 0.0% | 635 | +25,568 | 1470.27% | Q1 2026 | May 12, 2026 |
| West Financial Advisors, LLC | History | Reduced | 27,171 | 2,095 | 0.36% | 0.37% | 636 | -2,113 | -7.22% | Q1 2026 | Apr 08, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 26,819 | 2,068 | 0.5% | 0.51% | 637 | -781 | -2.83% | Q1 2026 | Apr 20, 2026 |
| Troutman Wealth Management, LLC | History | Reduced | 26,832 | 2,068 | 1.72% | 1.69% | 638 | -250 | -0.92% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 26,787 | 2,065 | 0.18% | 0.17% | 639 | +423 | 1.6% | Q1 2026 | Apr 30, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 26,745 | 2,062 | 0.16% | 0.07% | 640 | +14,450 | 117.53% | Q1 2026 | Apr 30, 2026 |
| Advisor OS, LLC | History | New | 26,633 | 2,053 | 0.15% | — | 641 | +26,633 | New | Q1 2026 | May 07, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 26,561 | 2,048 | 0.74% | 0.76% | 642 | -3,548 | -11.78% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 26,523 | 2,045 | 0.0% | 0.0% | 643 | -5,264 | -16.56% | Q1 2026 | May 14, 2026 |
| Westfuller Advisors, LLC | History | Added to | 26,425 | 2,037 | 0.88% | 0.79% | 644 | +691 | 2.69% | Q1 2026 | Apr 28, 2026 |
| Successful Portfolios LLC | History | Reduced | 26,359 | 2,015 | 1.11% | 1.05% | 645 | -89 | -0.34% | Q1 2026 | Apr 13, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 26,106 | 2,013 | 1.08% | 1.1% | 646 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Affiance Financial, LLC | History | No change | 26,086 | 2,011 | 0.33% | 0.32% | 647 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Empower Advisory Group, LLC | History | Added to | 25,933 | 1,999 | 0.01% | 0.0% | 648 | +2,695 | 11.6% | Q1 2026 | May 14, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 25,879 | 1,995 | 0.68% | 0.71% | 649 | -419 | -1.59% | Q1 2026 | Apr 14, 2026 |
| Ballentine Partners, LLC | History | Added to | 25,804 | 1,989 | 0.03% | 0.01% | 650 | +13,900 | 116.77% | Q1 2026 | May 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 25,805 | 1,989 | 0.1% | 0.07% | 651 | +7,406 | 40.25% | Q1 2026 | Apr 13, 2026 |
| LRI Investments, LLC | History | Added to | 25,755 | 1,985 | 0.18% | 0.13% | 652 | +4,912 | 23.57% | Q1 2026 | Apr 30, 2026 |
| Strategic Financial Services, Inc. | History | No change | 25,725 | 1,983 | 0.09% | 0.1% | 653 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DSG Capital Advisors, LLC | History | No change | 25,725 | 1,983 | 0.32% | 0.31% | 654 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 25,674 | 1,979 | 0.07% | 0.07% | 655 | +355 | 1.4% | Q1 2026 | May 07, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 26,243 | 1,979 | 0.16% | 0.16% | 656 | +50 | 0.19% | Q1 2026 | Apr 15, 2026 |
| Legacy Bridge, LLC | History | Added to | 25,384 | 1,957 | 0.75% | 0.78% | 657 | +20 | 0.08% | Q1 2026 | May 14, 2026 |
| Lynch Asset Management, Inc. | History | No change | 25,150 | 1,939 | 0.65% | 0.6% | 658 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| OLIO Financial Planning | History | Added to | 25,118 | 1,936 | 0.54% | 0.48% | 659 | +2,275 | 9.96% | Q1 2026 | Apr 14, 2026 |
| Creekside Partners | History | Added to | 24,974 | 1,925 | 0.79% | 0.69% | 660 | +3,271 | 15.07% | Q1 2026 | Apr 21, 2026 |
| Baldwin Investment Management, LLC | History | Reduced | 24,913 | 1,921 | 0.22% | 0.22% | 661 | -830 | -3.22% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 24,905 | 1,920 | 0.04% | 0.02% | 662 | +20,175 | 426.53% | Q1 2026 | Apr 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 24,855 | 1,916 | 0.02% | 0.02% | 663 | -4,723 | -15.97% | Q1 2026 | May 13, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 24,844 | 1,915 | 0.08% | 0.04% | 664 | +10,626 | 74.74% | Q1 2026 | May 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 24,585 | 1,895 | 0.07% | 0.05% | 665 | +7,486 | 43.78% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 24,224 | 1,867 | 0.04% | 0.04% | 666 | +3,108 | 14.72% | Q1 2026 | May 11, 2026 |
| Investment Advisory Group, LLC | History | Added to | 24,152 | 1,862 | 0.47% | 0.45% | 667 | +988 | 4.27% | Q1 2026 | Apr 22, 2026 |
| Chicago Capital, LLC | History | No change | 23,916 | 1,844 | 0.05% | 0.04% | 668 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | Added to | 23,843 | 1,838 | 0.97% | 0.85% | 669 | +2,598 | 12.23% | Q1 2026 | May 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 23,753 | 1,831 | 0.06% | 0.04% | 670 | +7,831 | 49.18% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 23,538 | 1,815 | 0.11% | 0.56% | 671 | -130,813 | -84.75% | Q1 2026 | Apr 28, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 23,357 | 1,809 | 0.06% | 0.06% | 672 | -14,124 | -37.68% | Q1 2026 | Apr 08, 2026 |
| Apollon Financial, LLC | History | Added to | 23,352 | 1,800 | 0.25% | 0.25% | 673 | +341 | 1.48% | Q1 2026 | Apr 22, 2026 |
| IHT Wealth Management, LLC | History | Added to | 23,265 | 1,793 | 0.04% | 0.04% | 674 | +1,843 | 8.6% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 23,165 | 1,786 | 0.39% | 0.83% | 675 | -27,409 | -54.2% | Q1 2026 | May 12, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 22,996 | 1,773 | 0.17% | 0.05% | 676 | +16,257 | 241.24% | Q1 2026 | May 15, 2026 |
| WESBANCO BANK INC | History | Added to | 22,955 | 1,770 | 0.05% | 0.05% | 677 | +727 | 3.27% | Q1 2026 | Apr 21, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Reduced | 22,924 | 1,767 | 1.82% | 2.03% | 678 | -545 | -2.32% | Q1 2026 | May 04, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 22,854 | 1,762 | 0.23% | 0.23% | 679 | +826 | 3.75% | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 22,724 | 1,752 | 0.03% | 0.02% | 680 | +10,360 | 83.79% | Q1 2026 | Apr 22, 2026 |
| Compound Planning, Inc. | History | Added to | 22,720 | 1,751 | 0.05% | 0.03% | 681 | +10,201 | 81.48% | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 22,701 | 1,750 | 0.2% | 0.19% | 682 | +173 | 0.77% | Q1 2026 | May 11, 2026 |
| Calder Financial LLC | History | Added to | 22,388 | 1,746 | 1.73% | 1.64% | 683 | +230 | 1.04% | Q1 2026 | Apr 07, 2026 |
| M3 Advisory Group, LLC | History | Added to | 22,573 | 1,740 | 1.07% | 0.91% | 684 | +2,860 | 14.51% | Q1 2026 | Apr 22, 2026 |
| FSA Investment Group, LLC | History | Added to | 22,355 | 1,723 | 0.69% | 1.03% | 685 | +2 | 0.01% | Q1 2026 | Apr 21, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 22,337 | 1,722 | 0.03% | 0.02% | 686 | +2,480 | 12.49% | Q1 2026 | Apr 08, 2026 |
| GTS SECURITIES LLC | History | Added to | 22,320 | 1,721 | 0.06% | 0.02% | 687 | +15,285 | 217.27% | Q1 2026 | May 14, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 22,301 | 1,719 | 0.57% | 0.6% | 688 | +537 | 2.47% | Q1 2026 | May 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 22,097 | 1,703 | 0.06% | 0.06% | 689 | -2,051 | -8.49% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 22,084 | 1,702 | 0.02% | 0.02% | 690 | +3,485 | 18.74% | Q1 2026 | May 15, 2026 |
| Arlington Trust Co LLC | History | No change | 21,998 | 1,696 | 0.15% | 0.17% | 691 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 21,941 | 1,691 | 0.06% | 0.06% | 692 | +80 | 0.37% | Q1 2026 | May 06, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 21,903 | 1,688 | 1.08% | 1.82% | 693 | -13,858 | -38.75% | Q1 2026 | Apr 27, 2026 |
| BCS Wealth Management | History | Reduced | 21,853 | 1,685 | 0.34% | 0.33% | 694 | -22,021 | -50.19% | Q1 2026 | Apr 17, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 21,863 | 1,685 | 1.37% | 1.25% | 695 | +1,780 | 8.86% | Q1 2026 | May 15, 2026 |
| North Capital, Inc. | History | Added to | 21,509 | 1,658 | 1.4% | 1.4% | 696 | +22 | 0.1% | Q1 2026 | Apr 30, 2026 |
| NorthRock Partners, LLC | History | Reduced | 21,472 | 1,655 | 0.03% | 0.03% | 697 | -5,970 | -21.75% | Q1 2026 | May 15, 2026 |
| Steffes Financial, Ltd. | History | Added to | 21,448 | 1,653 | 0.87% | 0.27% | 699 | +14,650 | 215.5% | Q1 2026 | May 15, 2026 |
| Cambridge Advisors Inc. | History | Added to | 21,438 | 1,653 | 0.32% | 0.31% | 698 | +176 | 0.83% | Q1 2026 | Apr 16, 2026 |
| DAVIS R M INC | History | Added to | 21,412 | 1,651 | 0.03% | 0.03% | 700 | +190 | 0.9% | Q1 2026 | May 13, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 21,383 | 1,648 | 0.13% | 0.11% | 701 | +1,737 | 8.84% | Q1 2026 | Apr 27, 2026 |
| IRON Financial LLC | History | Reduced | 21,271 | 1,640 | 0.72% | 0.74% | 702 | -13 | -0.06% | Q1 2026 | Apr 27, 2026 |
| SCS Capital Management LLC | History | Reduced | 21,257 | 1,639 | 0.02% | 0.02% | 703 | -1,272 | -5.65% | Q1 2026 | May 11, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 21,254 | 1,638 | 0.06% | 0.03% | 704 | +9,227 | 76.72% | Q1 2026 | Apr 20, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Added to | 21,139 | 1,630 | 0.93% | 0.95% | 705 | +980 | 4.86% | Q1 2026 | Apr 16, 2026 |
| BESSEMER GROUP INC | History | Added to | 21,053 | 1,623 | 0.0% | 0.0% | 706 | +13,654 | 184.54% | Q1 2026 | May 06, 2026 |
| Flower City Capital | History | Added to | 21,037 | 1,622 | 0.81% | 0.34% | 707 | +12,269 | 139.93% | Q1 2026 | Apr 14, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 20,943 | 1,614 | 0.21% | 0.04% | 708 | +17,102 | 445.25% | Q1 2026 | Apr 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 20,913 | 1,612 | 0.17% | 0.13% | 709 | +4,697 | 28.97% | Q1 2026 | May 04, 2026 |
| Western Wealth Management, LLC | History | Added to | 20,845 | 1,607 | 0.06% | 0.05% | 711 | +7,486 | 56.04% | Q1 2026 | May 19, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 20,849 | 1,607 | 0.02% | 0.02% | 710 | +5,203 | 33.25% | Q1 2026 | May 01, 2026 |
| VestGen Advisors, LLC | History | Added to | 18,931 | 1,594 | 0.04% | 0.02% | 712 | +13,111 | 225.27% | Q1 2026 | May 14, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 20,639 | 1,591 | 1.09% | 1.1% | 713 | -605 | -2.85% | Q1 2026 | Apr 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 20,566 | 1,585 | 0.02% | 0.02% | 714 | +4,086 | 24.79% | Q1 2026 | May 11, 2026 |
| ATLas Financial Planning LLC | History | No change | 20,414 | 1,574 | 1.41% | 1.51% | 715 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| United Financial Planning Group LLC | History | Reduced | 20,402 | 1,573 | 0.93% | 1.24% | 716 | -6,714 | -24.76% | Q1 2026 | May 08, 2026 |
| Hudock, Inc. | History | Added to | 20,371 | 1,570 | 0.23% | 0.19% | 717 | +2,956 | 16.97% | Q1 2026 | May 13, 2026 |
| Safe Harbor Fiduciary, LLC | History | Added to | 20,337 | 1,568 | 1.49% | 1.31% | 718 | +752 | 3.84% | Q1 2026 | May 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 20,288 | 1,564 | 0.03% | 0.03% | 719 | -185 | -0.9% | Q1 2026 | Apr 15, 2026 |
| Blue Trust, Inc. | History | Added to | 20,258 | 1,562 | 0.02% | 0.02% | 721 | +1,235 | 6.49% | Q1 2026 | Apr 20, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 18,362 | 1,562 | 0.09% | 0.09% | 720 | +100 | 0.55% | Q1 2026 | May 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 20,203 | 1,557 | 0.21% | 0.19% | 722 | +2,368 | 13.28% | Q1 2026 | Apr 13, 2026 |
| CHRISTINE MESSMER PC | History | Added to | 20,185 | 1,556 | 0.99% | 0.65% | 724 | +6,993 | 53.01% | Q1 2026 | Apr 21, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 20,191 | 1,556 | 0.21% | 0.21% | 723 | +385 | 1.94% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | No change | 20,034 | 1,544 | 0.07% | 0.07% | 725 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| UNITED BANK | History | No change | 20,000 | 1,542 | 0.2% | 0.2% | 726 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 19,925 | 1,536 | 0.51% | 0.52% | 728 | +2,194 | 12.37% | Q1 2026 | Apr 17, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 19,927 | 1,536 | 0.29% | 0.31% | 729 | -357 | -1.76% | Q1 2026 | Apr 20, 2026 |
| DeDora Capital, Inc. | History | No change | 19,930 | 1,536 | 0.38% | 0.36% | 727 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Edge Financial Advisors LLC | History | No change | 20,299 | 1,531 | 0.64% | 0.64% | 730 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 19,760 | 1,523 | 0.02% | 0.03% | 731 | -172 | -0.86% | Q1 2026 | May 04, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 19,722 | 1,520 | 0.08% | 0.02% | 732 | +15,077 | 324.59% | Q1 2026 | Apr 29, 2026 |
| NOVEM GROUP | History | Added to | 19,710 | 1,519 | 0.17% | 0.17% | 733 | +126 | 0.64% | Q1 2026 | Apr 10, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 19,694 | 1,518 | 0.09% | 0.08% | 734 | +2,287 | 13.14% | Q1 2026 | Apr 30, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 19,505 | 1,504 | 0.23% | 0.16% | 735 | +6,393 | 48.76% | Q1 2026 | May 06, 2026 |
| Calamos Advisors LLC | History | New | 19,470 | 1,501 | 0.01% | — | 737 | +19,470 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 19,470 | 1,501 | 0.05% | 0.05% | 736 | +430 | 2.26% | Q1 2026 | May 04, 2026 |
| Gridiron Partners, LLC | History | No change | 19,427 | 1,498 | 0.92% | 0.83% | 738 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 19,342 | 1,491 | 0.25% | 0.28% | 739 | -2,162 | -10.05% | Q1 2026 | May 05, 2026 |
| BLB&B Advisors, LLC | History | Added to | 19,278 | 1,486 | 0.06% | 0.06% | 740 | +1,288 | 7.16% | Q1 2026 | Apr 28, 2026 |
| Forum Financial Management, LP | History | Reduced | 19,112 | 1,473 | 0.02% | 0.02% | 741 | -2,381 | -11.08% | Q1 2026 | Apr 23, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 19,053 | 1,469 | 0.32% | 0.32% | 742 | -12 | -0.06% | Q1 2026 | May 06, 2026 |
| Smithfield Trust Co | History | Reduced | 18,958 | 1,463 | 0.06% | 0.07% | 743 | -708 | -3.6% | Q1 2026 | May 08, 2026 |
| KINTRA WEALTH, LLC | History | New | 18,908 | 1,458 | 0.1% | — | 744 | +18,908 | New | Q1 2026 | May 15, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 18,797 | 1,449 | 1.17% | 1.14% | 745 | +19 | 0.1% | Q1 2026 | Apr 27, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 18,731 | 1,444 | 0.02% | 0.02% | 746 | +3,832 | 25.72% | Q1 2026 | Apr 09, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 18,557 | 1,430 | 0.04% | 0.05% | 747 | -1,670 | -8.26% | Q1 2026 | May 13, 2026 |
| Partners in Financial Planning | History | Added to | 18,531 | 1,428 | 0.24% | 0.24% | 748 | +14 | 0.08% | Q1 2026 | May 11, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 18,252 | 1,407 | 0.24% | 0.21% | 749 | +2,082 | 12.88% | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 18,172 | 1,401 | 0.04% | 0.03% | 750 | +2,913 | 19.09% | Q1 2026 | May 12, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 18,151 | 1,399 | 0.14% | 0.14% | 751 | -631 | -3.36% | Q1 2026 | May 15, 2026 |
| VERITY Wealth Advisors | History | Added to | 18,045 | 1,391 | 0.93% | 0.53% | 753 | +6,636 | 58.16% | Q1 2026 | Apr 09, 2026 |
| DiPaolo Financial Group, Inc. | History | Added to | 18,048 | 1,391 | 1.01% | 0.97% | 754 | +5,977 | 49.52% | Q1 2026 | Apr 23, 2026 |
| Wiser Wealth Management, Inc | History | Reduced | 18,042 | 1,391 | 0.3% | 0.33% | 752 | -1,728 | -8.74% | Q1 2026 | Apr 13, 2026 |
| Blankinship & Foster, LLC | History | Added to | 18,010 | 1,388 | 0.31% | 0.29% | 755 | +1 | 0.01% | Q1 2026 | Apr 17, 2026 |
| Purpose Unlimited Inc. | History | New | 18,000 | 1,387 | 0.06% | — | 756 | +18,000 | New | Q1 2026 | May 15, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 17,955 | 1,384 | 0.58% | 1.6% | 757 | -31,379 | -63.61% | Q1 2026 | Apr 21, 2026 |
| FIRST COMMUNITY TRUST NA | History | Reduced | 17,884 | 1,379 | 1.02% | 1.06% | 758 | -947 | -5.03% | Q1 2026 | Apr 16, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Added to | 17,883 | 1,378 | 0.32% | 0.3% | 759 | +240 | 1.36% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO | History | Added to | 17,660 | 1,376 | 0.02% | 0.01% | 760 | +517 | 3.02% | Q1 2026 | Apr 28, 2026 |
| Elm Partners Management LLC | History | Reduced | 18,388 | 1,372 | 0.06% | 0.06% | 761 | -3 | -0.02% | Q1 2026 | May 13, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 17,784 | 1,371 | 0.5% | 0.43% | 762 | +2,677 | 17.72% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 18,265 | 1,363 | 0.05% | 0.04% | 763 | +2,762 | 17.82% | Q1 2026 | May 15, 2026 |
| Clarius Group, LLC | History | No change | 18,015 | 1,359 | 0.08% | 0.08% | 764 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 17,548 | 1,353 | 0.11% | 0.12% | 765 | -283 | -1.59% | Q1 2026 | May 05, 2026 |
| HighPoint Advisor Group LLC | History | New | 17,448 | 1,345 | 0.06% | — | 767 | +17,448 | New | Q1 2026 | May 14, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 17,454 | 1,345 | 0.19% | 0.33% | 766 | +1,278 | 7.9% | Q1 2026 | May 12, 2026 |
| DT Investment Partners, LLC | History | Reduced | 17,422 | 1,343 | 0.11% | 0.11% | 768 | -526 | -2.93% | Q1 2026 | May 14, 2026 |
| Donalies Financial Planning, LLC | History | Reduced | 17,391 | 1,341 | 1.14% | 1.14% | 769 | -291 | -1.65% | Q1 2026 | May 05, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 17,317 | 1,335 | 0.69% | 0.59% | 770 | +4,157 | 31.59% | Q1 2026 | May 11, 2026 |
| WEIK CAPITAL MANAGEMENT | History | Added to | 17,300 | 1,334 | 0.53% | 0.47% | 771 | +500 | 2.98% | Q1 2026 | May 12, 2026 |
| True Vision MN LLC | History | Reduced | 17,262 | 1,331 | 0.69% | 0.72% | 772 | -1,535 | -8.17% | Q1 2026 | Apr 16, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 17,199 | 1,326 | 0.93% | 0.96% | 773 | +112 | 0.66% | Q1 2026 | May 12, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 17,195 | 1,325 | 0.0% | 0.0% | 774 | +59 | 0.34% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 17,040 | 1,313 | 0.07% | 0.04% | 775 | +12,663 | 289.31% | Q1 2026 | Apr 22, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 17,007 | 1,311 | 0.76% | — | 776 | +17,007 | New | Q1 2026 | May 12, 2026 |
| Lummis Asset Management, LP | History | Added to | 16,908 | 1,306 | 0.78% | 0.7% | 777 | +1,827 | 12.11% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 16,667 | 1,285 | 0.07% | 0.06% | 778 | +2,053 | 14.05% | Q1 2026 | Apr 15, 2026 |
| HALL LAURIE J TRUSTEE | History | No change | 16,629 | 1,282 | 0.45% | 0.42% | 779 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 16,573 | 1,277 | 0.09% | — | 781 | +16,573 | New | Q1 2026 | May 07, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 24,963 | 1,277 | 0.48% | 0.43% | 780 | +2,352 | 10.4% | Q1 2026 | May 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 16,503 | 1,272 | 0.06% | 0.02% | 782 | +10,578 | 178.53% | Q1 2026 | Apr 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 16,390 | 1,263 | 0.01% | 0.0% | 783 | +8,320 | 103.1% | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | Added to | 16,384 | 1,263 | 0.07% | 0.06% | 784 | +2,123 | 14.89% | Q1 2026 | Apr 28, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 16,375 | 1,262 | 0.14% | 0.13% | 785 | +13 | 0.08% | Q1 2026 | May 04, 2026 |
| Bravera Wealth | History | Added to | 16,325 | 1,258 | 0.57% | 0.45% | 786 | +4,515 | 38.23% | Q1 2026 | Apr 22, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 16,260 | 1,253 | 0.42% | 0.33% | 787 | +1,195 | 7.93% | Q1 2026 | Apr 29, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 16,208 | 1,249 | 0.52% | 0.58% | 788 | -2,402 | -12.91% | Q1 2026 | Apr 23, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 16,192 | 1,248 | 0.13% | 0.13% | 789 | +27 | 0.17% | Q1 2026 | Apr 22, 2026 |
| Ascent Group, LLC | History | Reduced | 16,173 | 1,247 | 0.04% | 0.04% | 790 | -71 | -0.44% | Q1 2026 | May 15, 2026 |
| Carter Financial, LLC | History | No change | 16,169 | 1,246 | 1.08% | 1.08% | 791 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Trueblood Wealth Management, LLC | History | Reduced | 16,143 | 1,244 | 0.49% | 0.49% | 792 | -530 | -3.18% | Q1 2026 | Apr 21, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 16,125 | 1,243 | 0.36% | 0.36% | 793 | +17 | 0.11% | Q1 2026 | Apr 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 16,104 | 1,241 | 0.07% | 0.07% | 794 | -35 | -0.22% | Q1 2026 | May 12, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 15,993 | 1,233 | 0.43% | 0.49% | 795 | -2,977 | -15.69% | Q1 2026 | May 01, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 15,956 | 1,230 | 0.04% | 0.02% | 796 | +7,952 | 99.35% | Q1 2026 | May 15, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 15,847 | 1,222 | 0.35% | 0.37% | 797 | -1,140 | -6.71% | Q1 2026 | May 14, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 15,821 | 1,219 | 0.24% | 0.2% | 798 | +2,556 | 19.27% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 15,785 | 1,217 | 0.33% | 0.36% | 799 | -500 | -3.07% | Q1 2026 | May 13, 2026 |
| Independent Family Office, LLC | History | No change | 15,774 | 1,216 | 0.5% | 0.5% | 800 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Added to | 14,259 | 1,213 | 0.12% | 0.07% | 801 | +5,777 | 68.11% | Q1 2026 | May 15, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 15,659 | 1,207 | 0.54% | 0.22% | 802 | +7,805 | 99.38% | Q1 2026 | May 08, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 15,636 | 1,205 | 0.48% | 0.41% | 803 | +1,695 | 12.16% | Q1 2026 | May 14, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 15,583 | 1,201 | 0.36% | 0.36% | 804 | -55 | -0.35% | Q1 2026 | Apr 29, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 15,513 | 1,196 | 0.33% | 0.39% | 805 | -4,046 | -20.69% | Q1 2026 | May 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 15,470 | 1,192 | 0.06% | 0.06% | 806 | -102 | -0.66% | Q1 2026 | May 07, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 15,429 | 1,189 | 0.64% | 0.63% | 807 | -18 | -0.12% | Q1 2026 | May 12, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 15,313 | 1,180 | 0.82% | 0.78% | 808 | +73 | 0.48% | Q1 2026 | Apr 21, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 15,238 | 1,175 | 0.53% | 0.43% | 809 | +2,054 | 15.58% | Q1 2026 | Apr 23, 2026 |
| Cardinal Point Capital Management ULC | History | New | 15,168 | 1,169 | 0.07% | — | 810 | +15,168 | New | Q1 2026 | Apr 20, 2026 |
| Empowered Funds, LLC | History | New | 15,160 | 1,168 | 0.01% | — | 812 | +15,160 | New | Q1 2026 | May 14, 2026 |
| Sunpointe, LLC | History | Added to | 15,149 | 1,168 | 0.38% | 0.22% | 811 | +6,326 | 71.7% | Q1 2026 | Apr 21, 2026 |
| ProVise Management Group, LLC | History | No change | 14,980 | 1,155 | 0.08% | 0.08% | 813 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 14,954 | 1,153 | 0.01% | 0.01% | 814 | -322 | -2.11% | Q1 2026 | May 14, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 14,942 | 1,152 | 0.8% | 0.77% | 815 | +12 | 0.08% | Q1 2026 | May 08, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 14,937 | 1,151 | 0.42% | 0.43% | 817 | +120 | 0.81% | Q1 2026 | Apr 28, 2026 |
| Auxano Advisors, LLC | History | Added to | 14,934 | 1,151 | 0.23% | 0.22% | 816 | +16 | 0.11% | Q1 2026 | May 01, 2026 |
| IMC-Chicago, LLC | History | New | 14,879 | 1,147 | 0.0% | — | 818 | +14,879 | New | Q1 2026 | May 05, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 14,866 | 1,146 | 0.31% | 0.29% | 819 | +280 | 1.92% | Q1 2026 | May 04, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 14,780 | 1,139 | 0.51% | 0.52% | 820 | +13 | 0.09% | Q1 2026 | May 13, 2026 |
| Investment Research & Advisory Group, Inc. | History | Reduced | 14,705 | 1,133 | 0.4% | 0.37% | 821 | -162 | -1.09% | Q1 2026 | Apr 20, 2026 |
| Intrua Financial, LLC | History | Added to | 14,692 | 1,132 | 0.12% | 0.06% | 822 | +6,603 | 81.63% | Q1 2026 | Apr 23, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 14,687 | 1,132 | 0.17% | 0.18% | 823 | -878 | -5.64% | Q1 2026 | Apr 22, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Reduced | 14,683 | 1,132 | 0.81% | 0.8% | 824 | -305 | -2.03% | Q1 2026 | May 05, 2026 |
| Aufman Associates Inc | History | Added to | 14,674 | 1,131 | 0.55% | 0.57% | 825 | +9 | 0.06% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 14,630 | 1,128 | 0.03% | 0.03% | 826 | +80 | 0.55% | Q1 2026 | Apr 21, 2026 |
| Keystone Financial Group | History | Added to | 14,625 | 1,127 | 0.08% | 0.08% | 827 | +1,059 | 7.81% | Q1 2026 | May 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 14,605 | 1,126 | 0.36% | 0.35% | 828 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 14,590 | 1,125 | 0.37% | 0.31% | 829 | +1,825 | 14.3% | Q1 2026 | Apr 22, 2026 |
| Intrinsic Value Partners, LLC | History | Added to | 14,467 | 1,115 | 0.86% | 0.82% | 830 | +50 | 0.35% | Q1 2026 | Apr 28, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 13,355 | 1,114 | 0.29% | 0.25% | 831 | +2,215 | 19.88% | Q1 2026 | Apr 21, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 14,415 | 1,111 | 0.06% | 0.07% | 832 | -1,431 | -9.03% | Q1 2026 | May 14, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 14,404 | 1,110 | 0.17% | 0.13% | 833 | +2,934 | 25.58% | Q1 2026 | Apr 15, 2026 |
| Hurley Capital, LLC | History | Added to | 14,348 | 1,106 | 0.59% | 0.6% | 834 | +148 | 1.04% | Q1 2026 | May 06, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 14,314 | 1,104 | 0.51% | 0.51% | 835 | +55 | 0.39% | Q1 2026 | Apr 17, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 14,317 | 1,103 | 0.74% | 0.75% | 836 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 14,276 | 1,100 | 0.01% | 0.01% | 838 | -3,250 | -18.54% | Q1 2026 | May 07, 2026 |
| StoneX Group Inc. | History | Reduced | 14,267 | 1,100 | 0.06% | 0.06% | 837 | -2,671 | -15.77% | Q1 2026 | May 14, 2026 |
| Procyon Advisors, LLC | History | Added to | 14,266 | 1,100 | 0.05% | 0.05% | 839 | +936 | 7.02% | Q1 2026 | May 04, 2026 |
| VestGen Investment Management | History | Reduced | 14,244 | 1,098 | 0.61% | 0.62% | 840 | -680 | -4.56% | Q1 2026 | May 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 14,222 | 1,096 | 0.02% | 0.01% | 841 | +10,254 | 258.42% | Q1 2026 | May 07, 2026 |
| MASECO LLP | History | Added to | 14,167 | 1,091 | 0.03% | 0.04% | 842 | +1,715 | 13.77% | Q1 2026 | Apr 21, 2026 |
| Innova Wealth Partners | History | Added to | 14,129 | 1,089 | 0.52% | 0.14% | 843 | +10,549 | 294.66% | Q1 2026 | Apr 24, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 14,099 | 1,087 | 0.16% | 0.16% | 844 | +224 | 1.61% | Q1 2026 | May 14, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Reduced | 14,047 | 1,083 | 0.51% | 0.52% | 845 | -392 | -2.71% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Added to | 14,009 | 1,080 | 0.05% | 0.04% | 846 | +3,639 | 35.09% | Q1 2026 | Apr 27, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 13,871 | 1,069 | 0.48% | 0.37% | 848 | +3,088 | 28.64% | Q1 2026 | Apr 24, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 13,861 | 1,069 | 0.01% | 0.01% | 847 | -176 | -1.25% | Q1 2026 | May 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 13,810 | 1,064 | 0.08% | 0.06% | 849 | +3,814 | 38.16% | Q1 2026 | Apr 23, 2026 |
| CNB Bank | History | Added to | 13,778 | 1,062 | 0.45% | 0.08% | 850 | +11,235 | 441.8% | Q1 2026 | May 06, 2026 |
| Farnam Financial LLC | History | Added to | 13,731 | 1,058 | 0.87% | 0.76% | 852 | +262 | 1.95% | Q1 2026 | Apr 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 13,728 | 1,058 | 0.02% | 0.02% | 851 | +17 | 0.12% | Q1 2026 | May 01, 2026 |
| 14B Captial Management LP | History | No change | 14,000 | 1,056 | 0.85% | 0.85% | 853 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Certified Advisory Corp | History | Added to | 13,567 | 1,046 | 0.09% | 0.08% | 854 | +1,518 | 12.6% | Q1 2026 | Apr 17, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 13,831 | 1,043 | 0.15% | 0.15% | 855 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ervin Investment Management, LLC | History | No change | 13,539 | 1,043 | 0.61% | 0.57% | 856 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 13,518 | 1,042 | 0.06% | 0.07% | 857 | +5 | 0.04% | Q1 2026 | Apr 27, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 13,456 | 1,037 | 0.0% | — | 858 | +13,456 | New | Q1 2026 | May 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 13,444 | 1,036 | 0.02% | 0.03% | 859 | -13,236 | -49.61% | Q1 2026 | May 05, 2026 |
| Stonekeep Investments, LLC | History | No change | 13,428 | 1,035 | 0.67% | 0.65% | 860 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Added to | 13,413 | 1,034 | 0.49% | 0.46% | 861 | +190 | 1.44% | Q1 2026 | Apr 20, 2026 |
| FULTON BANK, N.A. | History | Reduced | 13,408 | 1,033 | 0.04% | 0.04% | 862 | -35 | -0.26% | Q1 2026 | Apr 24, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 13,335 | 1,028 | 0.08% | 0.06% | 863 | +2,854 | 27.23% | Q1 2026 | Apr 22, 2026 |
| Welch Group, LLC | History | No change | 13,239 | 1,020 | 0.04% | 0.04% | 864 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Valley Financial Group, Inc. | History | Added to | 13,212 | 1,018 | 0.55% | 0.5% | 865 | +1,443 | 12.26% | Q1 2026 | May 15, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 13,066 | 1,007 | 0.08% | 0.09% | 866 | -1,343 | -9.32% | Q1 2026 | May 06, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 13,012 | 1,003 | 0.34% | 0.36% | 868 | -2,100 | -13.9% | Q1 2026 | Apr 08, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 13,009 | 1,003 | 0.23% | 0.2% | 867 | +1,275 | 10.87% | Q1 2026 | Apr 17, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 12,959 | 999 | 0.05% | 0.06% | 869 | -4,214 | -24.54% | Q1 2026 | Apr 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 12,923 | 995 | 0.0% | 0.0% | 871 | +2,299 | 21.64% | Q1 2026 | May 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 13,199 | 995 | 0.05% | 0.05% | 870 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Liberty Capital Management, Inc. | History | No change | 13,173 | 993 | 0.18% | 0.18% | 872 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 12,793 | 986 | 0.79% | 0.68% | 873 | +2,312 | 22.06% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 12,766 | 984 | 0.34% | 0.35% | 874 | -95 | -0.74% | Q1 2026 | Apr 23, 2026 |
| Arkos Global Advisors | History | Reduced | 12,641 | 975 | 0.12% | 0.13% | 875 | -761 | -5.68% | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | Added to | 11,781 | 973 | 0.03% | 0.02% | 877 | +2,957 | 33.51% | Q1 2026 | Apr 17, 2026 |
| Wealth Architects, LLC | History | No change | 12,626 | 973 | 0.09% | 0.09% | 876 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 11,410 | 972 | 0.92% | 2.44% | 878 | -12,345 | -51.97% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 11,962 | 971 | 0.06% | 0.06% | 879 | +12 | 0.1% | Q1 2026 | May 12, 2026 |
| Aurdan Capital Management, LLC | History | No change | 12,498 | 963 | 0.29% | 0.29% | 880 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 12,486 | 962 | 0.01% | 0.01% | 881 | +1,256 | 11.18% | Q1 2026 | Apr 17, 2026 |
| Key Capital Management, INC | History | Added to | 12,445 | 959 | 0.63% | 0.01% | 882 | +12,263 | 6737.91% | Q1 2026 | May 07, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 12,435 | 958 | 0.55% | 0.54% | 883 | -25 | -0.2% | Q1 2026 | Apr 10, 2026 |
| Great Hill Capital LLC | History | Added to | 12,416 | 957 | 0.06% | 0.05% | 884 | +5,311 | 74.75% | Q1 2026 | Apr 29, 2026 |
| CERTUITY, LLC | History | Reduced | 12,382 | 954 | 0.06% | 0.06% | 885 | -359 | -2.82% | Q1 2026 | May 11, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 12,385 | 954 | 0.25% | 0.26% | 886 | -145 | -1.16% | Q1 2026 | Apr 20, 2026 |
| LPWM LLC | History | Added to | 12,365 | 953 | 0.24% | 0.22% | 887 | +1,018 | 8.97% | Q1 2026 | Apr 08, 2026 |
| Rossmore Private Capital | History | Added to | 12,335 | 951 | 0.08% | 0.04% | 888 | +7,000 | 131.21% | Q1 2026 | May 01, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 12,283 | 947 | 0.17% | 0.15% | 890 | +837 | 7.31% | Q1 2026 | Apr 23, 2026 |
| Wealth Group Ltd | History | Reduced | 12,307 | 947 | 0.22% | 0.21% | 889 | -143 | -1.15% | Q1 2026 | Apr 10, 2026 |
| Northern Lights Advisors, Inc. | History | No change | 12,282 | 947 | 0.64% | 0.64% | 891 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BAYBAN | History | Reduced | 12,181 | 939 | 0.82% | 0.94% | 892 | -2,000 | -14.1% | Q1 2026 | Apr 24, 2026 |
| Pathway Financial Advisers, LLC | History | New | 12,162 | 937 | 0.26% | — | 893 | +12,162 | New | Q1 2026 | Apr 23, 2026 |
| McAdam, LLC | History | Added to | 12,103 | 933 | 0.04% | 0.04% | 894 | +159 | 1.33% | Q1 2026 | May 08, 2026 |
| Anchor Investment Management, LLC | History | Added to | 12,098 | 932 | 0.08% | 0.07% | 895 | +1,212 | 11.13% | Q1 2026 | May 01, 2026 |
| LMCG INVESTMENTS, LLC | History | Added to | 12,002 | 925 | 0.06% | 0.04% | 896 | +3,677 | 44.17% | Q1 2026 | Apr 29, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 11,995 | 924 | 0.04% | 0.03% | 897 | +537 | 4.69% | Q1 2026 | Apr 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 12,312 | 918 | 0.06% | 0.04% | 898 | +84 | 0.69% | Q1 2026 | Apr 24, 2026 |
| Meredith Wealth Planning | History | Reduced | 11,892 | 916 | 0.25% | 0.27% | 899 | -21 | -0.18% | Q1 2026 | Apr 27, 2026 |
| Midwest Trust Co | History | Added to | 11,847 | 913 | 0.01% | 0.01% | 900 | +1,369 | 13.07% | Q1 2026 | May 01, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 11,802 | 910 | 0.26% | 0.14% | 901 | +5,568 | 89.32% | Q1 2026 | Apr 22, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 11,783 | 908 | 0.57% | — | 903 | +11,783 | New | Q1 2026 | Apr 14, 2026 |
| Veratis Advisors, Inc. | History | No change | 11,080 | 908 | 0.72% | 0.72% | 902 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| AGF MANAGEMENT LTD | History | No change | 11,730 | 904 | 0.0% | 0.0% | 904 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RKL Wealth Management LLC | History | Reduced | 11,696 | 901 | 0.08% | 0.08% | 905 | -1,091 | -8.53% | Q1 2026 | Apr 24, 2026 |
| Stratos Investment Management, LLC | History | Added to | 11,669 | 899 | 0.04% | 0.03% | 906 | +657 | 5.97% | Q1 2026 | Apr 28, 2026 |
| Causey Wealth LLC | History | Added to | 11,635 | 897 | 0.38% | 0.38% | 907 | +1,308 | 12.67% | Q1 2026 | May 12, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 11,622 | 896 | 0.16% | 0.19% | 908 | +155 | 1.35% | Q1 2026 | Apr 28, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 11,623 | 896 | 0.07% | 0.07% | 909 | +8 | 0.07% | Q1 2026 | Apr 22, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Added to | 11,579 | 892 | 0.45% | 0.42% | 910 | +158 | 1.38% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 11,564 | 891 | 0.02% | 0.01% | 911 | +5,865 | 102.91% | Q1 2026 | May 07, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 11,523 | 888 | 0.01% | 0.02% | 912 | -3,391 | -22.74% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 11,500 | 886 | 0.11% | 0.11% | 913 | -500 | -4.17% | Q1 2026 | Apr 23, 2026 |
| Geometric Wealth Advisors | History | Added to | 11,483 | 885 | 0.11% | 0.08% | 914 | +2,807 | 32.35% | Q1 2026 | May 13, 2026 |
| FC Advisory LLC | History | Reduced | 11,433 | 881 | 0.26% | 0.27% | 915 | -1,127 | -8.97% | Q1 2026 | Apr 14, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 11,372 | 876 | 0.12% | 0.11% | 916 | +421 | 3.84% | Q1 2026 | Apr 27, 2026 |
| Ascension Capital Advisors, Inc. | History | New | 11,341 | 874 | 0.28% | — | 917 | +11,341 | New | Q1 2026 | May 13, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 11,326 | 873 | 0.92% | 1.03% | 918 | -2,377 | -17.35% | Q1 2026 | May 13, 2026 |
| Traveka Wealth, LLC | History | Reduced | 11,259 | 868 | 0.33% | 0.35% | 920 | -96 | -0.85% | Q1 2026 | Apr 22, 2026 |
| Palisade Asset Management, LLC | History | Added to | 11,262 | 868 | 0.09% | 0.08% | 919 | +1 | 0.01% | Q1 2026 | Apr 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 11,233 | 866 | 0.05% | 0.03% | 921 | +4,306 | 62.16% | Q1 2026 | Apr 13, 2026 |
| Gradient Investments LLC | History | Reduced | 11,229 | 865 | 0.01% | 0.01% | 922 | -321 | -2.78% | Q1 2026 | Apr 13, 2026 |
| Providence First Trust Co | History | Reduced | 11,214 | 864 | 0.3% | 0.3% | 923 | -177 | -1.55% | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 11,156 | 860 | 0.01% | 0.01% | 924 | +597 | 5.65% | Q1 2026 | May 12, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 11,160 | 860 | 0.06% | 0.06% | 925 | +347 | 3.21% | Q1 2026 | May 15, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 11,200 | 860 | 0.24% | 0.23% | 926 | +94 | 0.85% | Q1 2026 | Apr 14, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 11,136 | 858 | 0.17% | 0.18% | 928 | +686 | 6.56% | Q1 2026 | May 11, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 10,256 | 858 | 0.06% | 0.06% | 927 | +219 | 2.18% | Q1 2026 | Apr 29, 2026 |
| Strategic Financial Concepts, LLC | History | New | 11,142 | 857 | 0.21% | — | 929 | +11,142 | New | Q1 2026 | May 12, 2026 |
| EVERPAR ADVISORS LLC | History | New | 11,079 | 854 | 0.29% | — | 930 | +11,079 | New | Q1 2026 | Apr 21, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 11,051 | 852 | 0.86% | 1.64% | 931 | -10,502 | -48.73% | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 11,007 | 848 | 0.09% | 0.09% | 932 | +70 | 0.64% | Q1 2026 | Apr 22, 2026 |
| Vawter Financial, Ltd. | History | Added to | 10,950 | 844 | 0.36% | 0.33% | 933 | +428 | 4.07% | Q1 2026 | May 15, 2026 |
| J.M. Arbour, LLC | History | Reduced | 10,914 | 841 | 0.81% | 0.83% | 934 | -109 | -0.99% | Q1 2026 | Apr 21, 2026 |
| Jupiter Wealth Management LLC | History | No change | 9,865 | 839 | 0.33% | 0.36% | 935 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 10,877 | 838 | 0.19% | 0.19% | 936 | -267 | -2.4% | Q1 2026 | Apr 22, 2026 |
| Daviman Financial, LLC | History | No change | 10,861 | 837 | 0.49% | 0.48% | 937 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 10,843 | 836 | 0.07% | 0.04% | 938 | +4,169 | 62.47% | Q1 2026 | May 13, 2026 |
| SEMITAM BONAM LLC | History | Added to | 10,814 | 833 | 0.68% | 0.68% | 939 | +3 | 0.03% | Q1 2026 | Apr 21, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | New | 10,730 | 827 | 0.09% | — | 941 | +10,730 | New | Q1 2026 | Apr 16, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 10,736 | 827 | 0.09% | 0.07% | 940 | +3,377 | 45.89% | Q1 2026 | Apr 23, 2026 |
| ALTFEST L J & CO INC | History | Added to | 10,700 | 825 | 0.09% | 0.08% | 942 | +633 | 6.29% | Q1 2026 | Apr 28, 2026 |
| Quent Capital, LLC | History | Reduced | 10,677 | 823 | 0.06% | 0.06% | 943 | -24 | -0.22% | Q1 2026 | Apr 28, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 10,584 | 816 | 0.11% | 0.09% | 944 | +671 | 6.77% | Q1 2026 | May 13, 2026 |
| Silver Coast Investments LLC | History | New | 10,570 | 815 | 0.26% | — | 945 | +10,570 | New | Q1 2026 | Apr 22, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 10,502 | 809 | 0.23% | 0.35% | 950 | -6,620 | -38.66% | Q1 2026 | Apr 20, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 10,493 | 809 | 0.02% | 0.01% | 946 | +4,935 | 88.79% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | Added to | 10,494 | 809 | 0.02% | 0.01% | 948 | +1,040 | 11.0% | Q1 2026 | May 15, 2026 |
| Carson Advisory Inc. | History | Reduced | 10,502 | 809 | 0.42% | 0.42% | 951 | -101 | -0.95% | Q1 2026 | May 07, 2026 |
| EASTERN BANK | History | No change | 10,500 | 809 | 0.01% | 0.01% | 947 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 10,500 | 809 | 0.38% | 0.37% | 949 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Florida Trust Wealth Management Co | History | New | 10,480 | 808 | 0.02% | — | 952 | +10,480 | New | Q1 2026 | May 14, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 10,454 | 806 | 0.11% | 0.11% | 953 | -146 | -1.38% | Q1 2026 | May 13, 2026 |
| CVFG LLC | History | Added to | 10,464 | 806 | 0.1% | 0.54% | 954 | +38 | 0.36% | Q1 2026 | Apr 29, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 10,377 | 800 | 0.11% | 0.11% | 955 | -365 | -3.4% | Q1 2026 | Apr 22, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 10,364 | 799 | 0.31% | 0.31% | 956 | +102 | 0.99% | Q1 2026 | Apr 17, 2026 |
| Sonoma Allocations LLC | History | Added to | 10,261 | 798 | 0.28% | 0.11% | 957 | +5,947 | 137.85% | Q1 2026 | May 19, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 10,344 | 797 | 0.09% | 0.08% | 958 | +58 | 0.56% | Q1 2026 | Apr 28, 2026 |
| GERBER, LLC | History | Added to | 10,294 | 793 | 0.44% | 0.43% | 959 | +2 | 0.02% | Q1 2026 | Apr 22, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Added to | 10,275 | 792 | 0.44% | 0.18% | 962 | +5,933 | 136.64% | Q1 2026 | Apr 22, 2026 |
| Burton Enright Welch | History | Added to | 10,282 | 792 | 0.11% | 0.11% | 963 | +48 | 0.47% | Q1 2026 | May 01, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 10,280 | 792 | 0.09% | 0.08% | 960 | +6 | 0.06% | Q1 2026 | May 12, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 10,088 | 792 | 0.05% | 0.05% | 961 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 10,255 | 790 | 0.13% | 0.12% | 964 | +130 | 1.28% | Q1 2026 | May 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 10,241 | 789 | 0.03% | 0.03% | 965 | -75 | -0.73% | Q1 2026 | May 06, 2026 |
| Falcon Wealth Planning | History | Reduced | 10,216 | 787 | 0.05% | 0.07% | 966 | -25 | -0.24% | Q1 2026 | Apr 20, 2026 |
| Essential Planning, LLC. | History | Reduced | 10,146 | 782 | 0.25% | 0.27% | 968 | -1,061 | -9.47% | Q1 2026 | Apr 22, 2026 |
| One Day In July LLC | History | Added to | 10,146 | 782 | 0.06% | 0.06% | 967 | +610 | 6.4% | Q1 2026 | May 05, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 10,326 | 778 | 0.15% | 0.15% | 969 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 9,998 | 770 | 0.05% | 0.03% | 970 | +3,787 | 60.97% | Q1 2026 | Apr 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 9,978 | 769 | 0.02% | 0.02% | 971 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SOL Capital Management CO | History | Reduced | 12,067 | 768 | 0.37% | 0.68% | 972 | -88,058 | -87.95% | Q1 2026 | Apr 24, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 9,970 | 768 | 0.37% | 0.37% | 973 | +36 | 0.36% | Q1 2026 | May 08, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 9,905 | 763 | 0.15% | 0.06% | 974 | +6,271 | 172.56% | Q1 2026 | Apr 21, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 9,884 | 762 | 0.13% | 0.1% | 975 | +2,017 | 25.64% | Q1 2026 | Apr 17, 2026 |
| Millstone Evans Group, LLC | History | Added to | 9,872 | 761 | 0.46% | 0.25% | 976 | +4,144 | 72.35% | Q1 2026 | Apr 30, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 9,844 | 759 | 0.85% | 0.82% | 977 | +15 | 0.15% | Q1 2026 | Apr 14, 2026 |
| HF Advisory Group, LLC | History | Added to | 9,821 | 757 | 0.26% | 0.2% | 978 | +2,208 | 29.0% | Q1 2026 | Apr 21, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 9,816 | 756 | 0.12% | 0.12% | 979 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 9,779 | 754 | 0.25% | 0.28% | 981 | -1,400 | -12.52% | Q1 2026 | May 05, 2026 |
| Gryphon Financial Partners LLC | History | No change | 9,784 | 754 | 0.08% | 0.08% | 980 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Klingman & Associates, LLC | History | Reduced | 9,728 | 750 | 0.04% | 0.04% | 982 | -211 | -2.12% | Q1 2026 | May 14, 2026 |
| Austin Private Wealth, LLC | History | No change | 9,946 | 750 | 0.06% | 0.06% | 983 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 9,712 | 749 | 0.01% | 0.01% | 984 | +673 | 7.45% | Q1 2026 | May 01, 2026 |
| McIlrath & Eck, LLC | History | No change | 9,726 | 749 | 0.06% | 0.07% | 985 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| ASPIRIANT, LLC | History | Added to | 9,690 | 747 | 0.02% | 0.02% | 986 | +685 | 7.61% | Q1 2026 | May 12, 2026 |
| PDS Planning, Inc | History | Added to | 9,544 | 735 | 0.05% | 0.04% | 987 | +2,330 | 32.3% | Q1 2026 | Apr 21, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 9,536 | 735 | 0.22% | 0.25% | 989 | -1,992 | -17.28% | Q1 2026 | Apr 22, 2026 |
| Destination Wealth Management | History | Reduced | 9,542 | 735 | 0.02% | 0.02% | 988 | -428 | -4.29% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 9,481 | 731 | 0.02% | 0.01% | 992 | +2,468 | 35.19% | Q1 2026 | May 14, 2026 |
| Independence Bank of Kentucky | History | Added to | 9,484 | 731 | 0.09% | 0.08% | 990 | +1,450 | 18.05% | Q1 2026 | Apr 30, 2026 |
| EWA, LLC | History | Added to | 9,487 | 731 | 0.17% | 0.17% | 991 | +492 | 5.47% | Q1 2026 | Apr 23, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 9,441 | 727 | 0.31% | 0.31% | 993 | -166 | -1.73% | Q1 2026 | May 01, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 9,409 | 725 | 0.03% | 0.01% | 994 | +4,190 | 80.28% | Q1 2026 | May 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 9,390 | 724 | 0.17% | — | 995 | +9,390 | New | Q1 2026 | May 07, 2026 |
| Asset Management Group, Inc. | History | Added to | 9,385 | 723 | 0.12% | 0.11% | 996 | +9 | 0.1% | Q1 2026 | May 15, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 9,364 | 722 | 0.77% | 1.26% | 997 | -6,621 | -41.42% | Q1 2026 | Apr 21, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 9,351 | 721 | 0.39% | 0.37% | 998 | +3 | 0.03% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 9,274 | 715 | 0.01% | 0.01% | 999 | -3,671 | -28.36% | Q1 2026 | Apr 28, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 9,280 | 715 | 0.38% | 0.39% | 1000 | -164 | -1.74% | Q1 2026 | Apr 23, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 9,268 | 714 | 0.39% | 0.32% | 1001 | +2,514 | 37.22% | Q1 2026 | Apr 16, 2026 |
| Larson Financial Group LLC | History | Added to | 9,257 | 713 | 0.02% | 0.02% | 1002 | +782 | 9.23% | Q1 2026 | May 15, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 9,211 | 710 | 0.4% | 0.44% | 1003 | -1,190 | -11.44% | Q1 2026 | Apr 24, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 8,303 | 709 | 0.01% | 0.01% | 1004 | +1,148 | 16.04% | Q1 2026 | May 11, 2026 |
| FWG Investments, LLC. | History | Added to | 9,189 | 708 | 0.45% | 0.21% | 1006 | +4,850 | 111.78% | Q1 2026 | Apr 21, 2026 |
| Allegheny Financial Group | History | Added to | 9,189 | 708 | 0.1% | 0.09% | 1005 | +1,131 | 14.04% | Q1 2026 | Apr 16, 2026 |
| Second Line Capital, LLC | History | Added to | 8,525 | 708 | 0.13% | 0.13% | 1007 | +25 | 0.29% | Q1 2026 | May 14, 2026 |
| Davis Investment Partners, LLC | History | Added to | 9,168 | 706 | 0.25% | 0.2% | 1008 | +1,514 | 19.78% | Q1 2026 | Apr 20, 2026 |
| Verum Partners LLC | History | Added to | 9,131 | 704 | 0.13% | 0.05% | 1009 | +5,667 | 163.6% | Q1 2026 | Apr 15, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 9,111 | 702 | 0.08% | 0.08% | 1010 | -3 | -0.03% | Q1 2026 | Apr 28, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 9,045 | 697 | 0.02% | 0.02% | 1011 | +1,693 | 23.03% | Q1 2026 | May 13, 2026 |
| Athena Investment Management | History | Added to | 9,018 | 695 | 0.36% | 0.31% | 1012 | +1,116 | 14.12% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 8,998 | 693 | 0.01% | 0.01% | 1013 | -751 | -7.7% | Q1 2026 | Apr 10, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 8,976 | 692 | 0.29% | — | 1014 | +8,976 | New | Q1 2026 | May 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 8,826 | 680 | 0.07% | 0.07% | 1015 | -559 | -5.96% | Q1 2026 | May 11, 2026 |
| RAM Investment Partners, LLC | History | No change | 8,767 | 676 | 0.12% | 0.12% | 1016 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 8,750 | 674 | 0.08% | 0.07% | 1017 | +978 | 12.58% | Q1 2026 | May 01, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 8,745 | 674 | 0.37% | 0.39% | 1018 | -240 | -2.67% | Q1 2026 | Apr 21, 2026 |
| Hardworking Capital Advisors, LLC | History | No change | 8,723 | 672 | 0.63% | 0.6% | 1019 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Caldwell Trust Co | History | Added to | 8,670 | 668 | 0.06% | 0.02% | 1020 | +5,414 | 166.28% | Q1 2026 | Apr 22, 2026 |
| Permanent Capital Management, LP | History | New | 8,012 | 665 | 0.1% | — | 1022 | +8,012 | New | Q1 2026 | May 14, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 8,625 | 665 | 0.07% | 0.07% | 1021 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 8,611 | 664 | 0.24% | 0.23% | 1023 | +69 | 0.81% | Q1 2026 | Apr 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 8,596 | 662 | 0.17% | 0.16% | 1024 | +1 | 0.01% | Q1 2026 | Apr 17, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 8,581 | 661 | 0.02% | 0.03% | 1025 | -1,023 | -10.65% | Q1 2026 | May 07, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 8,584 | 661 | 0.05% | 0.05% | 1026 | -12 | -0.14% | Q1 2026 | May 13, 2026 |
| LANE BROTHERS & CO INC | History | No change | 8,568 | 660 | 0.48% | 0.47% | 1027 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| First Bank & Trust | History | No change | 8,567 | 660 | 0.11% | 0.11% | 1028 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 8,735 | 658 | 0.04% | 0.04% | 1029 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 8,539 | 658 | 0.72% | 0.82% | 1030 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Evolution Advisers, Inc. | History | Reduced | 8,524 | 657 | 0.28% | 0.29% | 1031 | -351 | -3.95% | Q1 2026 | May 01, 2026 |
| Boyd Wealth Management, LLC | History | No change | 8,476 | 653 | 0.28% | 0.27% | 1032 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 8,431 | 650 | 0.22% | 0.01% | 1033 | +7,886 | 1446.97% | Q1 2026 | May 08, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 8,419 | 649 | 0.01% | 0.0% | 1034 | +4,283 | 103.55% | Q1 2026 | May 05, 2026 |
| EdgeRock Capital LLC | History | Reduced | 8,373 | 645 | 0.17% | 0.22% | 1035 | -2,564 | -23.44% | Q1 2026 | Apr 16, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 8,355 | 644 | 0.07% | 0.05% | 1036 | +2,063 | 32.79% | Q1 2026 | Apr 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 8,332 | 642 | 0.0% | 0.0% | 1037 | +721 | 9.47% | Q1 2026 | May 08, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 8,293 | 639 | 0.18% | 0.08% | 1038 | +4,625 | 126.09% | Q1 2026 | Apr 27, 2026 |
| NORDEN GROUP LLC | History | Reduced | 8,237 | 635 | 0.06% | 0.14% | 1039 | -10,274 | -55.5% | Q1 2026 | Apr 15, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 8,215 | 633 | 0.18% | 0.19% | 1040 | +40 | 0.49% | Q1 2026 | Apr 09, 2026 |
| Impact Capital Partners LLC | History | Added to | 8,180 | 630 | 0.19% | 0.16% | 1042 | +835 | 11.37% | Q1 2026 | Apr 10, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 8,176 | 630 | 0.48% | 0.46% | 1041 | -100 | -1.21% | Q1 2026 | Apr 30, 2026 |
| PW Nova Financial Services LLC | History | New | 8,152 | 628 | 0.16% | — | 1044 | +8,152 | New | Q1 2026 | Apr 15, 2026 |
| Columbus Macro, LLC | History | No change | 8,149 | 628 | 0.07% | 0.07% | 1043 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BURNEY CO/ | History | Added to | 8,137 | 627 | 0.02% | 0.01% | 1045 | +4,201 | 106.73% | Q1 2026 | Apr 29, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 8,134 | 627 | 0.05% | 0.06% | 1046 | +3 | 0.04% | Q1 2026 | Apr 07, 2026 |
| Integris Wealth Management, LLC | History | No change | 8,119 | 626 | 0.14% | 0.14% | 1047 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 8,112 | 625 | 0.09% | 0.29% | 1048 | -19,647 | -70.78% | Q1 2026 | May 14, 2026 |
| Nicholas Wealth, LLC. | History | Added to | 8,112 | 625 | 0.43% | 0.2% | 1049 | +4,145 | 104.49% | Q1 2026 | Apr 22, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 8,102 | 624 | 0.12% | 0.14% | 1050 | +3,543 | 77.71% | Q1 2026 | Apr 29, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 8,074 | 622 | 0.01% | 0.01% | 1051 | +492 | 6.49% | Q1 2026 | May 12, 2026 |
| Kera Capital Partners, Inc. | History | No change | 8,075 | 622 | 0.08% | 0.08% | 1052 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 8,050 | 621 | 0.03% | 0.03% | 1053 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| American Financial Advisors, LLC | History | Added to | 8,045 | 620 | 0.08% | 0.06% | 1055 | +2,275 | 39.43% | Q1 2026 | May 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 8,049 | 620 | 0.03% | 0.03% | 1054 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ascentis Independent Advisors | History | Added to | 8,036 | 619 | 0.05% | 0.04% | 1056 | +5,124 | 175.96% | Q1 2026 | Apr 28, 2026 |
| Beacon Capital Management, LLC | History | Added to | 7,996 | 616 | 0.11% | 0.06% | 1057 | +2,983 | 59.51% | Q1 2026 | May 11, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 7,933 | 611 | 0.44% | 0.41% | 1058 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Advisory Alpha, LLC | History | Reduced | 7,915 | 610 | 0.02% | 0.02% | 1059 | -2,020 | -20.33% | Q1 2026 | May 14, 2026 |
| WEALTH EFFECTS LLC | History | No change | 7,875 | 607 | 0.22% | 0.19% | 1060 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CFO4Life Group, LLC | History | Added to | 7,849 | 605 | 0.09% | 0.05% | 1062 | +3,037 | 63.11% | Q1 2026 | May 11, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 7,852 | 605 | 0.02% | 0.02% | 1061 | +290 | 3.83% | Q1 2026 | May 14, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 7,844 | 604 | 0.05% | 0.05% | 1063 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Oxler Private Wealth LLC | History | Added to | 7,823 | 603 | 0.19% | 0.17% | 1064 | +4 | 0.05% | Q1 2026 | Apr 28, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 8,054 | 601 | 0.09% | 0.1% | 1065 | -414 | -4.89% | Q1 2026 | May 07, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 7,783 | 600 | 0.04% | 0.04% | 1066 | +720 | 10.19% | Q1 2026 | May 07, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | New | 7,777 | 599 | 0.35% | — | 1067 | +7,777 | New | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 7,259 | 597 | 0.01% | 0.01% | 1069 | +545 | 8.12% | Q1 2026 | May 06, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 7,755 | 597 | 0.4% | 0.41% | 1070 | -125 | -1.59% | Q1 2026 | Apr 16, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 7,746 | 597 | 0.15% | 0.15% | 1068 | -51 | -0.65% | Q1 2026 | Apr 10, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 7,720 | 595 | 0.15% | 0.13% | 1071 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 7,704 | 594 | 0.01% | 0.01% | 1072 | -221 | -2.79% | Q1 2026 | May 12, 2026 |
| Rinkey Investments | History | Added to | 7,702 | 593 | 0.15% | 0.14% | 1073 | +539 | 7.52% | Q1 2026 | May 11, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 7,661 | 590 | 0.0% | 0.0% | 1074 | +1,160 | 17.84% | Q1 2026 | May 13, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 7,622 | 587 | 0.01% | 0.01% | 1075 | -5,836 | -43.36% | Q1 2026 | May 04, 2026 |
| Heritage Family Offices, LLP | History | Added to | 7,584 | 584 | 0.26% | 0.24% | 1076 | +516 | 7.3% | Q1 2026 | Apr 08, 2026 |
| Busey Bank | History | Reduced | 7,542 | 581 | 0.02% | 0.02% | 1077 | -882 | -10.47% | Q1 2026 | Apr 28, 2026 |
| Sage Investment Counsel LLC | History | Added to | 7,483 | 576 | 0.64% | 0.6% | 1081 | +285 | 3.96% | Q1 2026 | Apr 24, 2026 |
| First Citizens Financial Corp | History | Added to | 7,475 | 576 | 0.27% | 0.28% | 1079 | +6 | 0.08% | Q1 2026 | Apr 07, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 7,476 | 576 | 0.04% | 0.04% | 1078 | -5 | -0.07% | Q1 2026 | Apr 20, 2026 |
| Whitcomb & Hess, Inc. | History | No change | 7,473 | 576 | 0.13% | 0.14% | 1080 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Marks Group Wealth Management, Inc | History | New | 7,450 | 574 | 0.06% | — | 1082 | +7,450 | New | Q1 2026 | May 05, 2026 |
| SimpliFi, Inc. | History | Added to | 7,384 | 569 | 0.24% | 0.23% | 1084 | +215 | 3.0% | Q1 2026 | Apr 22, 2026 |
| Summit Asset Management, LLC | History | No change | 7,385 | 569 | 0.08% | 0.08% | 1083 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 7,366 | 568 | 0.16% | 0.16% | 1085 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 7,328 | 565 | 0.0% | 0.0% | 1086 | +126 | 1.75% | Q1 2026 | May 15, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 7,315 | 564 | 0.28% | 0.28% | 1087 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 7,406 | 563 | 0.07% | 0.07% | 1089 | +685 | 10.19% | Q1 2026 | Apr 30, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 7,206 | 563 | 0.01% | 0.01% | 1088 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 7,296 | 562 | 0.27% | 0.14% | 1091 | +3,776 | 107.27% | Q1 2026 | Apr 22, 2026 |
| Magnus Financial Group LLC | History | Added to | 7,296 | 562 | 0.05% | 0.04% | 1090 | +609 | 9.11% | Q1 2026 | Apr 10, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 7,277 | 561 | 0.35% | 0.37% | 1092 | -443 | -5.74% | Q1 2026 | Apr 07, 2026 |
| Pine Ridge Advisers LLC | History | No change | 7,271 | 560 | 0.03% | 0.03% | 1093 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 7,271 | 560 | 0.05% | 0.05% | 1094 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Chesapeake Wealth Management | History | Reduced | 7,240 | 558 | 0.17% | 0.17% | 1097 | -235 | -3.14% | Q1 2026 | May 18, 2026 |
| Colonial Trust Advisors | History | No change | 7,240 | 558 | 0.04% | 0.04% | 1095 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Riverview Trust Co | History | No change | 7,239 | 558 | 0.69% | 0.66% | 1096 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| S.A. Mason LLC | History | No change | 7,235 | 557 | 0.21% | 0.22% | 1098 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 7,219 | 556 | 0.01% | 0.01% | 1099 | -1,209 | -14.35% | Q1 2026 | May 01, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 7,213 | 556 | 0.19% | 0.21% | 1100 | +147 | 2.08% | Q1 2026 | Apr 21, 2026 |
| BWM Planning, LLC | History | No change | 7,211 | 556 | 0.15% | 0.15% | 1101 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 7,208 | 555 | 0.3% | 0.31% | 1102 | -260 | -3.48% | Q1 2026 | Apr 24, 2026 |
| WP Advisors, LLC | History | Added to | 7,188 | 554 | 0.14% | 0.13% | 1103 | +8 | 0.11% | Q1 2026 | May 04, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 7,175 | 553 | 0.09% | 0.09% | 1104 | +666 | 10.23% | Q1 2026 | Apr 30, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 7,135 | 550 | 0.05% | 0.05% | 1105 | +367 | 5.42% | Q1 2026 | Apr 27, 2026 |
| R.H. Investment Group, LLC | History | Added to | 6,755 | 548 | 0.42% | 0.18% | 1108 | +3,850 | 132.53% | Q1 2026 | Apr 14, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 7,110 | 548 | 0.04% | 0.02% | 1106 | +3,296 | 86.42% | Q1 2026 | May 18, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Reduced | 7,118 | 548 | 0.24% | 0.26% | 1107 | -70 | -0.97% | Q1 2026 | Apr 27, 2026 |
| TSFG, LLC | History | Added to | 7,080 | 546 | 0.08% | 0.08% | 1109 | +139 | 2.0% | Q1 2026 | Apr 27, 2026 |
| Balboa Wealth Partners | History | Added to | 7,070 | 545 | 0.09% | 0.08% | 1111 | +946 | 15.45% | Q1 2026 | Apr 16, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 7,068 | 545 | 0.04% | 0.04% | 1110 | +239 | 3.5% | Q1 2026 | May 12, 2026 |
| HEADINVEST, LLC | History | New | 7,036 | 542 | 0.11% | — | 1114 | +7,036 | New | Q1 2026 | May 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 7,040 | 542 | 0.07% | 0.09% | 1113 | -1,137 | -13.9% | Q1 2026 | Apr 28, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 7,029 | 542 | 0.03% | 0.03% | 1112 | +39 | 0.56% | Q1 2026 | May 15, 2026 |
| Bowman & Co S.C. | History | No change | 7,171 | 540 | 0.23% | 0.23% | 1115 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Saiph Capital, LLC | History | New | 6,994 | 539 | 0.2% | — | 1118 | +6,994 | New | Q1 2026 | May 12, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Reduced | 7,002 | 539 | 0.43% | 0.48% | 1117 | -1,042 | -12.95% | Q1 2026 | May 12, 2026 |
| Elm3 Financial Group, LLC | History | No change | 6,994 | 539 | 0.46% | 0.44% | 1116 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 6,980 | 538 | 0.21% | 0.19% | 1119 | +706 | 11.25% | Q1 2026 | Apr 29, 2026 |
| Greenspring Advisors, LLC | History | Added to | 6,870 | 529 | 0.03% | 0.03% | 1121 | +364 | 5.59% | Q1 2026 | May 04, 2026 |
| Jacobi Capital Management LLC | History | Added to | 6,864 | 529 | 0.03% | 0.03% | 1120 | +2 | 0.03% | Q1 2026 | May 13, 2026 |
| Carnegie Investment Counsel | History | Added to | 6,840 | 527 | 0.01% | 0.01% | 1122 | +2,141 | 45.56% | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | Added to | 6,767 | 527 | 0.11% | 0.16% | 1124 | +18 | 0.27% | Q1 2026 | May 11, 2026 |
| MOKAN Wealth Management Inc. | History | Added to | 6,845 | 527 | 0.23% | 0.23% | 1123 | +7 | 0.1% | Q1 2026 | May 01, 2026 |
| Csenge Advisory Group | History | Reduced | 6,825 | 526 | 0.02% | 0.06% | 1125 | -9,571 | -58.37% | Q1 2026 | Apr 30, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | Added to | 6,810 | 525 | 0.41% | 0.21% | 1127 | +3,175 | 87.35% | Q1 2026 | May 06, 2026 |
| Maia Wealth LLC | History | Reduced | 6,815 | 525 | 0.09% | 0.11% | 1126 | -1,178 | -14.74% | Q1 2026 | May 08, 2026 |
| Praetorian Wealth Management, Inc. | History | New | 6,462 | 524 | 0.1% | — | 1128 | +6,462 | New | Q1 2026 | Apr 09, 2026 |
| Northwest Financial Advisors | History | No change | 6,792 | 523 | 1.01% | 1.05% | 1129 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 6,779 | 522 | 0.03% | 0.02% | 1130 | +1,177 | 21.01% | Q1 2026 | Apr 30, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 6,769 | 521 | 0.05% | 0.13% | 1131 | -22,216 | -76.65% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Management | History | Added to | 6,765 | 521 | 0.6% | 0.28% | 1132 | +3,506 | 107.58% | Q1 2026 | Apr 22, 2026 |
| Rolek Wealth Management LLC | History | Added to | 6,662 | 513 | 0.37% | 0.17% | 1133 | +3,358 | 101.63% | Q1 2026 | Apr 22, 2026 |
| McGrath & Associates, Inc. | History | Added to | 6,685 | 512 | 0.75% | 0.58% | 1134 | +1,231 | 22.57% | Q1 2026 | Apr 10, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 6,639 | 511 | 0.07% | 0.12% | 1135 | -5,062 | -43.26% | Q1 2026 | Apr 09, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 6,621 | 510 | 0.53% | 0.51% | 1138 | +56 | 0.85% | Q1 2026 | Apr 23, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 6,616 | 510 | 0.17% | 0.17% | 1137 | +7 | 0.11% | Q1 2026 | Apr 17, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 6,626 | 510 | 0.03% | 0.03% | 1136 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 6,589 | 508 | 0.06% | 0.06% | 1139 | -88 | -1.32% | Q1 2026 | May 04, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 6,585 | 507 | 0.3% | 0.28% | 1140 | +5 | 0.08% | Q1 2026 | May 14, 2026 |
| Lakewood Asset Management LLC | History | Reduced | 6,546 | 504 | 0.32% | 0.29% | 1141 | -60 | -0.91% | Q1 2026 | Apr 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 6,454 | 503 | 0.03% | 0.03% | 1142 | +773 | 13.61% | Q1 2026 | May 01, 2026 |
| Colter Lewis Investment Partners LLC | History | Added to | 6,528 | 503 | 0.47% | 0.57% | 1143 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 6,511 | 502 | 0.06% | 0.06% | 1144 | +10 | 0.15% | Q1 2026 | Apr 13, 2026 |
| Equita Financial Network, Inc. | History | Added to | 6,506 | 501 | 0.16% | 0.12% | 1145 | +1,091 | 20.15% | Q1 2026 | Apr 23, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 6,475 | 499 | 0.24% | — | 1146 | +6,475 | New | Q1 2026 | Apr 09, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 6,470 | 498 | 0.1% | 0.1% | 1147 | +95 | 1.49% | Q1 2026 | Apr 13, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 6,435 | 496 | 0.1% | 0.05% | 1149 | +3,190 | 98.31% | Q1 2026 | May 01, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 6,433 | 496 | 0.12% | 0.13% | 1148 | -371 | -5.45% | Q1 2026 | Apr 10, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 6,412 | 494 | 0.01% | 0.0% | 1150 | +2,398 | 59.74% | Q1 2026 | Apr 27, 2026 |
| GW&K Investment Management, LLC | History | No change | 6,372 | 491 | 0.0% | 0.0% | 1151 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| First City Capital Management, Inc. | History | Added to | 6,333 | 488 | 0.26% | 0.22% | 1152 | +688 | 12.19% | Q1 2026 | Apr 17, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | No change | 6,502 | 485 | 0.28% | 0.27% | 1153 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| AlTi Global, Inc. | History | Added to | 6,286 | 484 | 0.01% | 0.01% | 1154 | +991 | 18.72% | Q1 2026 | May 07, 2026 |
| Salus Financial Advisors, LLC | History | No change | 6,222 | 479 | 0.28% | 0.28% | 1155 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 6,340 | 478 | 0.15% | 0.15% | 1156 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Strategic Blueprint, LLC | History | New | 6,185 | 476 | 0.03% | — | 1157 | +6,185 | New | Q1 2026 | Apr 29, 2026 |
| Gibbs Wealth Management | History | Added to | 6,148 | 474 | 0.06% | 0.1% | 1159 | +1,063 | 20.9% | Q1 2026 | May 13, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 6,158 | 474 | 0.24% | 0.23% | 1158 | +6 | 0.1% | Q1 2026 | Apr 15, 2026 |
| Matrix Trust Co | History | Reduced | 6,135 | 473 | 0.08% | 0.17% | 1160 | -7,865 | -56.18% | Q1 2026 | Apr 09, 2026 |
| Clearstead Trust, LLC | History | Reduced | 6,129 | 472 | 0.08% | 0.3% | 1161 | -19,436 | -76.03% | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | Reduced | 6,114 | 471 | 0.1% | 0.15% | 1162 | -2,831 | -31.65% | Q1 2026 | May 04, 2026 |
| Tradewinds, LLC. | History | Reduced | 5,665 | 470 | 0.15% | 0.11% | 1163 | -207 | -3.53% | Q1 2026 | May 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 6,082 | 469 | 0.03% | 0.01% | 1164 | +4,226 | 227.69% | Q1 2026 | May 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 6,092 | 469 | 0.01% | 0.01% | 1166 | -146 | -2.34% | Q1 2026 | May 11, 2026 |
| Breakwater Capital Group | History | Added to | 6,094 | 469 | 0.06% | 0.06% | 1165 | +130 | 2.18% | Q1 2026 | Apr 20, 2026 |
| Sovran Advisors, LLC | History | Added to | 5,645 | 468 | 0.04% | 0.04% | 1167 | +48 | 0.86% | Q1 2026 | May 01, 2026 |
| Your Advocates Ltd., LLP | History | New | 6,060 | 467 | 0.14% | — | 1168 | +6,060 | New | Q1 2026 | Apr 29, 2026 |
| Commerce Advisors, LLC | History | New | 6,050 | 466 | 0.39% | — | 1171 | +6,050 | New | Q1 2026 | May 12, 2026 |
| PCB Capital LLC | History | New | 6,050 | 466 | 0.73% | — | 1172 | +6,050 | New | Q1 2026 | Apr 29, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Added to | 6,047 | 466 | 0.02% | 0.01% | 1169 | +3,228 | 114.51% | Q1 2026 | May 15, 2026 |
| BANTAMAC CAPITAL, LLC | History | Added to | 6,051 | 466 | 0.25% | 0.14% | 1170 | +2,076 | 52.23% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | New | 6,040 | 465 | 0.05% | — | 1173 | +6,040 | New | Q1 2026 | Apr 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 5,960 | 459 | 0.01% | — | 1176 | +5,960 | New | Q1 2026 | May 14, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 5,510 | 459 | 0.02% | 0.02% | 1174 | +423 | 8.32% | Q1 2026 | Apr 24, 2026 |
| Capasso Planning Partners LLC | History | No change | 6,096 | 459 | 0.25% | 0.25% | 1175 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 5,949 | 458 | 0.14% | 0.11% | 1177 | +860 | 16.9% | Q1 2026 | May 12, 2026 |
| Unison Advisors LLC | History | Added to | 5,929 | 457 | 0.03% | 0.04% | 1178 | +45 | 0.76% | Q1 2026 | Apr 28, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 5,925 | 456 | 0.29% | 0.12% | 1179 | -702 | -10.59% | Q1 2026 | May 01, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 5,904 | 455 | 0.47% | 0.15% | 1182 | +3,850 | 187.44% | Q1 2026 | Apr 16, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 5,903 | 455 | 0.03% | 0.03% | 1181 | +900 | 17.99% | Q1 2026 | May 06, 2026 |
| Ruane, Cunniff & Goldfarb L.P. | History | Added to | 5,912 | 455 | 0.01% | 0.01% | 1180 | +474 | 8.72% | Q1 2026 | May 14, 2026 |
| Solidarity Wealth, LLC | History | Reduced | 5,891 | 454 | 0.09% | 0.12% | 1183 | -1,679 | -22.18% | Q1 2026 | Apr 29, 2026 |
| Sowell Financial Services LLC | History | Reduced | 5,862 | 452 | 0.02% | 0.03% | 1184 | -3,462 | -37.13% | Q1 2026 | Apr 20, 2026 |
| Anson Capital, Inc. | History | Added to | 5,838 | 450 | 0.31% | 0.32% | 1185 | +13 | 0.22% | Q1 2026 | May 13, 2026 |
| Truvestments Capital LLC | History | New | 5,834 | 449 | 0.08% | — | 1187 | +5,834 | New | Q1 2026 | May 13, 2026 |
| Waycross Investment Management Co | History | No change | 5,824 | 449 | 0.43% | 0.39% | 1186 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 5,823 | 448 | 0.28% | 0.27% | 1188 | +19 | 0.33% | Q1 2026 | Apr 21, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 5,809 | 447 | 0.06% | 0.12% | 1189 | -5,918 | -50.46% | Q1 2026 | Apr 21, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 5,886 | 444 | 0.14% | 0.14% | 1190 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 5,750 | 443 | 0.01% | 0.01% | 1191 | +1,398 | 32.12% | Q1 2026 | May 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 5,722 | 441 | 0.01% | 0.0% | 1192 | +3,592 | 168.64% | Q1 2026 | Apr 27, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 5,716 | 440 | 0.03% | 0.03% | 1194 | +216 | 3.93% | Q1 2026 | May 05, 2026 |
| Annandale Capital, LLC | History | No change | 5,700 | 440 | 0.06% | 0.05% | 1193 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 5,703 | 439 | 0.1% | 0.09% | 1195 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Note Advisors, LLC | History | No change | 5,686 | 438 | 0.22% | 0.23% | 1196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Moss Adams Wealth Advisors LLC | History | New | 5,597 | 431 | 0.03% | — | 1197 | +5,597 | New | Q1 2026 | Apr 23, 2026 |
| Courage Miller Partners, LLC | History | New | 5,588 | 430 | 0.12% | — | 1199 | +5,588 | New | Q1 2026 | Apr 24, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 5,579 | 430 | 0.13% | 0.13% | 1198 | +1 | 0.02% | Q1 2026 | May 20, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 5,572 | 429 | 0.29% | 0.28% | 1200 | +286 | 5.41% | Q1 2026 | Apr 23, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 5,571 | 429 | 0.21% | 0.21% | 1201 | +6 | 0.11% | Q1 2026 | Apr 21, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 5,555 | 428 | 0.33% | 0.26% | 1202 | +801 | 16.85% | Q1 2026 | May 08, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 5,561 | 428 | 0.19% | 0.19% | 1203 | +13 | 0.23% | Q1 2026 | May 11, 2026 |
| Marex Group plc | History | New | 5,536 | 426 | 0.0% | — | 1205 | +5,536 | New | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | Added to | 5,537 | 426 | 0.08% | 0.06% | 1204 | +899 | 19.38% | Q1 2026 | Apr 24, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 5,512 | 425 | 0.06% | 0.02% | 1208 | +3,978 | 259.32% | Q1 2026 | May 15, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 5,516 | 425 | 0.15% | 0.08% | 1207 | +2,742 | 98.85% | Q1 2026 | May 14, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 5,518 | 425 | 0.13% | 0.13% | 1206 | -254 | -4.4% | Q1 2026 | Apr 22, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 5,509 | 424 | 0.03% | 0.03% | 1209 | +19 | 0.35% | Q1 2026 | Apr 10, 2026 |
| Financial Freedom, LLC | History | Added to | 5,489 | 423 | 0.21% | 0.15% | 1211 | +1,579 | 40.38% | Q1 2026 | Apr 30, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 5,491 | 423 | 0.03% | 0.02% | 1210 | +957 | 21.11% | Q1 2026 | May 13, 2026 |
| Harbor Group, Inc. | History | New | 5,477 | 422 | 0.06% | — | 1212 | +5,477 | New | Q1 2026 | Apr 10, 2026 |
| Hopwood Financial Services, Inc. | History | Reduced | 5,471 | 421 | 0.28% | 0.39% | 1213 | -1,900 | -25.78% | Q1 2026 | May 07, 2026 |
| Claro Advisors Inc. | History | No change | 5,441 | 419 | 0.05% | 0.06% | 1214 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LIBRA WEALTH LLC | History | No change | 5,440 | 419 | 0.12% | 0.11% | 1215 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 5,429 | 418 | 0.04% | 0.04% | 1217 | +100 | 1.88% | Q1 2026 | May 14, 2026 |
| HT Partners LLC | History | No change | 5,430 | 418 | 0.13% | 0.12% | 1216 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 5,420 | 417 | 0.12% | 0.12% | 1218 | -297 | -5.2% | Q1 2026 | May 11, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | No change | 5,420 | 417 | 0.2% | 0.19% | 1219 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| McLean Asset Management Corp | History | No change | 5,343 | 411 | 0.07% | 0.08% | 1220 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 5,329 | 410 | 0.42% | 0.64% | 1223 | -2,870 | -35.0% | Q1 2026 | May 14, 2026 |
| FF Advisors,LLC | History | Added to | 5,018 | 410 | 0.17% | 0.11% | 1222 | +1,888 | 60.32% | Q1 2026 | Apr 27, 2026 |
| Genesis Financial Group, LLC | History | Added to | 5,321 | 410 | 0.26% | 0.18% | 1226 | +1,284 | 31.81% | Q1 2026 | May 18, 2026 |
| Charles Schwab Trust Co | History | Reduced | 5,324 | 410 | 0.03% | 0.03% | 1221 | -684 | -11.38% | Q1 2026 | Apr 10, 2026 |
| Basepoint Wealth LLC | History | Added to | 5,318 | 410 | 0.23% | 0.24% | 1225 | +6 | 0.11% | Q1 2026 | May 07, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | No change | 5,329 | 410 | 0.33% | 0.32% | 1224 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GREENLEAF TRUST | History | New | 5,312 | 409 | 0.0% | — | 1227 | +5,312 | New | Q1 2026 | Apr 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 5,269 | 406 | 0.01% | 0.01% | 1229 | +117 | 2.27% | Q1 2026 | Apr 07, 2026 |
| Citrine Capital LLC | History | Added to | 5,268 | 406 | 0.18% | 0.18% | 1230 | +103 | 1.99% | Q1 2026 | Apr 21, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 5,277 | 406 | 0.01% | 0.01% | 1228 | -67 | -1.25% | Q1 2026 | May 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 5,243 | 404 | 0.01% | 0.01% | 1231 | +157 | 3.09% | Q1 2026 | May 11, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 5,230 | 403 | 0.12% | 0.12% | 1232 | -2,445 | -31.86% | Q1 2026 | May 12, 2026 |
| Monument Group Wealth Advisors, LLC | History | Reduced | 5,199 | 400 | 0.22% | 0.22% | 1233 | -113 | -2.13% | Q1 2026 | Apr 22, 2026 |
| Cottage Street Advisors LLC | History | Added to | 5,184 | 399 | 0.17% | 0.16% | 1234 | +5 | 0.1% | Q1 2026 | Apr 20, 2026 |
| Cravens & Co Advisors, LLC | History | New | 5,170 | 398 | 0.26% | — | 1236 | +5,170 | New | Q1 2026 | May 13, 2026 |
| 626 Financial, LLC | History | Added to | 5,162 | 398 | 0.18% | 0.16% | 1235 | +135 | 2.69% | Q1 2026 | Apr 23, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 5,161 | 397 | 0.06% | — | 1237 | +5,161 | New | Q1 2026 | May 08, 2026 |
| Prairiewood Capital, LLC | History | Reduced | 5,147 | 396 | 0.11% | 0.15% | 1238 | -1,265 | -19.73% | Q1 2026 | Apr 16, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 5,113 | 394 | 0.06% | 0.06% | 1239 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Crews Bank & Trust | History | Reduced | 5,096 | 392 | 0.06% | 0.06% | 1240 | -250 | -4.68% | Q1 2026 | May 13, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 4,710 | 391 | 0.08% | 0.09% | 1241 | -164 | -3.36% | Q1 2026 | May 01, 2026 |
| Capital World Investors | History | Reduced | 5,212 | 388 | 0.0% | 0.0% | 1243 | -17,451 | -77.0% | Q1 2026 | May 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 5,038 | 388 | 0.01% | 0.01% | 1242 | -1,065 | -17.45% | Q1 2026 | May 01, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 5,039 | 388 | 0.11% | 0.1% | 1244 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | New | 5,014 | 386 | 0.02% | — | 1245 | +5,014 | New | Q1 2026 | May 08, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 5,000 | 385 | 0.39% | 0.37% | 1246 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Gemmer Asset Management LLC | History | Added to | 4,967 | 383 | 0.03% | 0.02% | 1247 | +786 | 18.8% | Q1 2026 | Apr 22, 2026 |
| Private Advisory Group LLC | History | New | 4,955 | 382 | 0.03% | — | 1251 | +4,955 | New | Q1 2026 | May 08, 2026 |
| Level Wealth Management LLC | History | Added to | 4,962 | 382 | 0.18% | 0.19% | 1250 | +25 | 0.51% | Q1 2026 | Apr 27, 2026 |
| Foster Group, Inc. | History | Reduced | 4,958 | 382 | 0.01% | 0.01% | 1248 | -19 | -0.38% | Q1 2026 | Apr 13, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | No change | 4,640 | 382 | 0.27% | 0.28% | 1249 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 4,947 | 381 | 0.09% | 0.09% | 1252 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Lansing Street Advisors | History | Reduced | 4,938 | 380 | 0.1% | 0.1% | 1253 | -198 | -3.86% | Q1 2026 | Apr 28, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 4,923 | 379 | 0.02% | 0.03% | 1254 | -4,297 | -46.61% | Q1 2026 | May 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 4,910 | 378 | 0.1% | — | 1256 | +4,910 | New | Q1 2026 | Apr 06, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 4,903 | 378 | 0.02% | 0.02% | 1255 | +580 | 13.42% | Q1 2026 | May 11, 2026 |
| Bulltick Wealth Management, LLC | History | No change | 4,866 | 375 | 0.08% | 0.08% | 1257 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Crumly & Associates Inc. | History | No change | 4,838 | 373 | 0.08% | 0.08% | 1258 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 4,833 | 372 | 0.09% | 0.09% | 1259 | +76 | 1.6% | Q1 2026 | May 07, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 4,814 | 371 | 0.14% | 0.15% | 1261 | +654 | 15.72% | Q1 2026 | Apr 22, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 4,819 | 371 | 0.06% | 0.06% | 1260 | -46 | -0.95% | Q1 2026 | Apr 14, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 4,806 | 370 | 0.04% | 0.04% | 1262 | +49 | 1.03% | Q1 2026 | Apr 30, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 4,791 | 369 | 0.01% | 0.01% | 1263 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rialto Wealth Management, LLC | History | No change | 4,788 | 369 | 0.08% | 0.09% | 1264 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| First PREMIER Bank | History | Added to | 4,775 | 368 | 0.08% | 0.08% | 1265 | +302 | 6.75% | Q1 2026 | Apr 20, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 4,764 | 367 | 0.07% | 0.05% | 1266 | +1,120 | 30.74% | Q1 2026 | Apr 29, 2026 |
| Ranch Capital Advisors Inc. | History | New | 4,759 | 366 | 0.13% | — | 1269 | +4,759 | New | Q1 2026 | May 06, 2026 |
| Centennial Advisors, LLC | History | New | 4,757 | 366 | 0.47% | — | 1270 | +4,757 | New | Q1 2026 | Apr 21, 2026 |
| MONECO ADVISORS, LLC | History | New | 4,747 | 366 | 0.03% | — | 1268 | +4,747 | New | Q1 2026 | May 07, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 4,753 | 366 | 0.03% | 0.02% | 1267 | +1,916 | 67.54% | Q1 2026 | Apr 10, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 4,730 | 364 | 0.02% | 0.04% | 1271 | -4,290 | -47.56% | Q1 2026 | Apr 23, 2026 |
| ARIEL INVESTMENTS, LLC | History | New | 4,685 | 361 | 0.0% | — | 1275 | +4,685 | New | Q1 2026 | May 14, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | New | 4,683 | 361 | 0.16% | — | 1276 | +4,683 | New | Q1 2026 | May 15, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 4,683 | 361 | 0.19% | 0.18% | 1273 | +313 | 7.16% | Q1 2026 | Apr 20, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 4,690 | 361 | 0.09% | 0.1% | 1274 | +238 | 5.35% | Q1 2026 | Apr 13, 2026 |
| Capital Advantage, Inc. | History | Added to | 4,693 | 361 | 0.05% | 0.05% | 1272 | +116 | 2.53% | Q1 2026 | Apr 10, 2026 |
| Avestar Capital, LLC | History | No change | 4,669 | 360 | 0.02% | 0.02% | 1277 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 4,780 | 360 | 0.1% | 0.1% | 1278 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WorthPointe, LLC | History | Reduced | 4,665 | 359 | 0.1% | 0.1% | 1281 | -515 | -9.94% | Q1 2026 | May 12, 2026 |
| KWMG, LLC | History | Reduced | 4,656 | 359 | 0.03% | 0.03% | 1280 | -323 | -6.49% | Q1 2026 | Apr 09, 2026 |
| Trust Co | History | No change | 4,663 | 359 | 0.03% | 0.03% | 1279 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Checchi Capital Advisers, LLC | History | New | 4,655 | 358 | 0.02% | — | 1284 | +4,655 | New | Q1 2026 | May 04, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 4,652 | 358 | 0.16% | 0.12% | 1283 | +1,715 | 58.39% | Q1 2026 | Apr 28, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Reduced | 4,646 | 358 | 0.02% | 0.02% | 1282 | -100 | -2.11% | Q1 2026 | Apr 17, 2026 |
| Sepio Capital, LP | History | Added to | 4,622 | 356 | 0.02% | 0.02% | 1285 | +4 | 0.09% | Q1 2026 | May 13, 2026 |
| Garde Capital, Inc. | History | Added to | 4,591 | 354 | 0.02% | 0.02% | 1286 | +536 | 13.22% | Q1 2026 | Apr 28, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 4,596 | 354 | 0.15% | 0.15% | 1287 | +2 | 0.04% | Q1 2026 | Apr 15, 2026 |
| MidFirst Bank | History | Reduced | 4,586 | 353 | 0.03% | 0.03% | 1289 | -1,175 | -20.4% | Q1 2026 | May 15, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 4,579 | 353 | 0.16% | 0.16% | 1288 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Added to | 4,559 | 351 | 0.07% | 0.01% | 1290 | +4,135 | 975.24% | Q1 2026 | May 13, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Reduced | 4,552 | 351 | 0.11% | 0.11% | 1291 | -210 | -4.41% | Q1 2026 | Apr 28, 2026 |
| Cohen Investment Advisors LLC | History | Added to | 4,521 | 348 | 0.17% | 0.15% | 1292 | +199 | 4.6% | Q1 2026 | Apr 28, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 4,497 | 346 | 0.04% | 0.04% | 1293 | -650 | -12.63% | Q1 2026 | May 04, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 4,491 | 346 | 0.23% | 0.24% | 1294 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 4,470 | 344 | 0.18% | 0.17% | 1295 | +97 | 2.22% | Q1 2026 | May 01, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 4,454 | 343 | 0.1% | 0.14% | 1297 | -1,716 | -27.81% | Q1 2026 | May 07, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 4,461 | 343 | 0.13% | 0.13% | 1296 | +4 | 0.09% | Q1 2026 | Apr 23, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 4,438 | 342 | 0.02% | 0.02% | 1301 | +1,030 | 30.22% | Q1 2026 | May 21, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 4,442 | 342 | 0.08% | 0.07% | 1298 | +518 | 13.2% | Q1 2026 | Apr 30, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 4,443 | 342 | 0.04% | 0.04% | 1303 | -67 | -1.49% | Q1 2026 | May 04, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 4,440 | 342 | 0.03% | 0.03% | 1299 | +39 | 0.89% | Q1 2026 | Apr 15, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 4,436 | 342 | 0.09% | 0.09% | 1302 | -27 | -0.6% | Q1 2026 | May 05, 2026 |
| Heritage Financial Services, LLC | History | No change | 4,536 | 342 | 0.03% | 0.03% | 1300 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| May Hill Capital, LLC | History | New | 4,430 | 341 | 0.09% | — | 1305 | +4,430 | New | Q1 2026 | May 06, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 4,429 | 341 | 0.04% | 0.04% | 1304 | +75 | 1.72% | Q1 2026 | Apr 21, 2026 |
| New World Advisors LLC | History | No change | 4,398 | 339 | 0.06% | 0.06% | 1306 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Montis Financial, LLC | History | Added to | 4,375 | 337 | 0.07% | 0.05% | 1307 | +1,245 | 39.78% | Q1 2026 | May 11, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 4,350 | 335 | 0.02% | 0.02% | 1308 | +200 | 4.82% | Q1 2026 | May 12, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 4,327 | 333 | 0.28% | — | 1310 | +4,327 | New | Q1 2026 | Apr 22, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 4,077 | 333 | 0.02% | — | 1309 | +4,077 | New | Q1 2026 | Apr 22, 2026 |
| Golden State Wealth Management, LLC | History | No change | 4,310 | 332 | 0.04% | 0.03% | 1311 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 4,295 | 331 | 0.02% | 0.02% | 1312 | -855 | -16.6% | Q1 2026 | Apr 27, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 4,280 | 330 | 0.09% | 0.11% | 1313 | -736 | -14.67% | Q1 2026 | May 06, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 4,268 | 329 | 0.03% | 0.03% | 1314 | -656 | -13.32% | Q1 2026 | May 07, 2026 |
| Bey-Douglas LLC | History | New | 4,249 | 327 | 0.29% | — | 1316 | +4,249 | New | Q1 2026 | May 12, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 4,247 | 327 | 0.13% | 0.13% | 1315 | +5 | 0.12% | Q1 2026 | Apr 29, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 4,333 | 326 | 0.11% | 0.11% | 1317 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 4,217 | 325 | 0.33% | 0.94% | 1318 | -9,144 | -68.44% | Q1 2026 | Apr 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 4,224 | 325 | 0.05% | 0.04% | 1319 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | New | 4,202 | 324 | 0.27% | — | 1320 | +4,202 | New | Q1 2026 | Apr 21, 2026 |
| NCM Capital Management, LLC | History | No change | 4,192 | 323 | 0.12% | 0.12% | 1321 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WRAPMANAGER INC | History | No change | 4,183 | 322 | 0.11% | 0.11% | 1322 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mountain Capital Investment Advisors Inc. | History | New | 3,900 | 321 | 0.05% | — | 1325 | +3,900 | New | Q1 2026 | May 11, 2026 |
| Farrell Financial LLC | History | Added to | 4,174 | 321 | 0.19% | 0.17% | 1323 | +322 | 8.36% | Q1 2026 | Apr 13, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 4,168 | 321 | 0.3% | 0.3% | 1324 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VISTA FINANCE, LLC | History | New | 4,160 | 320 | 0.25% | — | 1330 | +4,160 | New | Q1 2026 | May 04, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 4,152 | 320 | 0.01% | 0.02% | 1327 | -1,060 | -20.34% | Q1 2026 | May 08, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 4,150 | 320 | 0.31% | 0.28% | 1329 | +599 | 16.87% | Q1 2026 | May 22, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 4,152 | 320 | 0.0% | 0.0% | 1326 | -260 | -5.89% | Q1 2026 | May 08, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 4,150 | 320 | 0.14% | 0.15% | 1328 | +143 | 3.57% | Q1 2026 | Apr 21, 2026 |
| Blue Chip Partners, LLC | History | Added to | 4,129 | 318 | 0.02% | 0.02% | 1332 | +1,094 | 36.05% | Q1 2026 | May 15, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 4,126 | 318 | 0.13% | 0.12% | 1334 | -43 | -1.03% | Q1 2026 | Apr 24, 2026 |
| Nova R Wealth, Inc. | History | Added to | 4,133 | 318 | 0.1% | 0.11% | 1333 | +1 | 0.02% | Q1 2026 | Apr 17, 2026 |
| Clearbridge Investments, LLC | History | No change | 4,130 | 318 | 0.0% | 0.0% | 1331 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 4,132 | 318 | 0.15% | 0.15% | 1335 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ASL Financial, LLC | History | No change | 4,119 | 317 | 0.25% | 0.24% | 1336 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Sankala Group LLC | History | No change | 4,225 | 317 | 0.26% | 0.28% | 1337 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Walleye Partners, LLC | History | Reduced | 4,101 | 316 | 0.39% | 0.36% | 1340 | -212 | -4.92% | Q1 2026 | Apr 23, 2026 |
| Security Financial Services, INC. | History | No change | 4,189 | 316 | 0.05% | 0.05% | 1338 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Tillman Hartley LLC | History | No change | 4,106 | 316 | 0.08% | 0.08% | 1339 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Goldenstone Wealth Management LLC | History | No change | 4,106 | 316 | 0.23% | 0.23% | 1341 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fermata Advisors, LLC | History | Reduced | 4,091 | 315 | 0.07% | 0.16% | 1343 | -4,615 | -53.01% | Q1 2026 | Apr 08, 2026 |
| WELCH & FORBES LLC | History | Added to | 4,089 | 315 | 0.0% | 0.0% | 1342 | +358 | 9.6% | Q1 2026 | May 01, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 4,061 | 313 | 0.29% | 0.42% | 1345 | -1,847 | -31.26% | Q1 2026 | May 08, 2026 |
| BetterWealth, LLC | History | Reduced | 4,065 | 313 | 0.06% | 0.07% | 1344 | -150 | -3.56% | Q1 2026 | Apr 24, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 4,000 | 312 | 0.02% | 0.06% | 1347 | -12,050 | -75.08% | Q1 2026 | Apr 27, 2026 |
| United Advisor Group, LLC | History | Added to | 4,052 | 312 | 0.04% | 0.04% | 1348 | +210 | 5.47% | Q1 2026 | Apr 17, 2026 |
| Archford Capital Strategies, LLC | History | No change | 4,047 | 312 | 0.04% | 0.04% | 1346 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| INSIGHT 2811, INC. | History | No change | 4,017 | 309 | 0.13% | 0.13% | 1349 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 4,000 | 308 | 0.07% | 0.07% | 1350 | +43 | 1.09% | Q1 2026 | Apr 24, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 3,995 | 308 | 0.13% | 0.1% | 1352 | -24 | -0.6% | Q1 2026 | May 01, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 4,000 | 308 | 0.07% | 0.07% | 1351 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MCF Advisors LLC | History | Reduced | 3,994 | 307 | 0.01% | 0.04% | 1353 | -4,940 | -55.29% | Q1 2026 | May 11, 2026 |
| Faithward Advisors, LLC | History | New | 3,986 | 307 | 0.04% | — | 1354 | +3,986 | New | Q1 2026 | Apr 17, 2026 |
| XML Financial, LLC | History | New | 3,972 | 306 | 0.02% | — | 1355 | +3,972 | New | Q1 2026 | Apr 16, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 3,964 | 305 | 0.05% | 0.08% | 1356 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 3,955 | 304 | 0.03% | 0.03% | 1358 | +490 | 14.14% | Q1 2026 | May 13, 2026 |
| RiverFront Investment Group, LLC | History | No change | 3,952 | 304 | 0.0% | 0.0% | 1357 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 3,934 | 303 | 0.0% | 0.0% | 1359 | +200 | 5.36% | Q1 2026 | May 15, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 3,938 | 303 | 0.11% | 0.1% | 1360 | +4 | 0.1% | Q1 2026 | Apr 23, 2026 |
| Forge Financial Services LLC | History | New | 3,924 | 302 | 0.03% | — | 1362 | +3,924 | New | Q1 2026 | May 08, 2026 |
| Global Wealth Management, LLC | History | New | 3,918 | 302 | 0.16% | — | 1361 | +3,918 | New | Q1 2026 | Apr 16, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | New | 3,904 | 301 | 0.15% | — | 1364 | +3,904 | New | Q1 2026 | May 15, 2026 |
| Gould Capital, LLC | History | Added to | 3,906 | 301 | 0.18% | 0.17% | 1363 | +180 | 4.83% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Reduced | 3,901 | 300 | 0.16% | 0.12% | 1365 | -1,837 | -32.01% | Q1 2026 | Apr 20, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 3,901 | 300 | 0.16% | 0.19% | 1366 | -569 | -12.73% | Q1 2026 | May 12, 2026 |
| IPG Investment Advisors LLC | History | No change | 3,870 | 298 | 0.05% | 0.05% | 1367 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 3,854 | 297 | 0.03% | 0.03% | 1368 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Pacific Point Advisors, LLC | History | New | 3,850 | 296 | 0.16% | — | 1373 | +3,850 | New | Q1 2026 | May 04, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 3,840 | 296 | 0.09% | 0.11% | 1371 | -872 | -18.51% | Q1 2026 | Apr 20, 2026 |
| Oliver Luxxe Assets LLC | History | No change | 3,841 | 296 | 0.04% | 0.04% | 1369 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Hobart Private Capital, LLC | History | No change | 3,842 | 296 | 0.06% | 0.06% | 1370 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 3,843 | 296 | 0.09% | 0.1% | 1372 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Delta Investment Management, LLC | History | New | 3,818 | 294 | 0.05% | — | 1377 | +3,818 | New | Q1 2026 | May 12, 2026 |
| Fortis Advisors, LLC | History | Reduced | 3,823 | 294 | 0.15% | 0.17% | 1374 | -326 | -7.86% | Q1 2026 | May 14, 2026 |
| Black Diamond Financial, LLC | History | Added to | 3,813 | 294 | 0.03% | 0.03% | 1375 | +148 | 4.04% | Q1 2026 | May 05, 2026 |
| IFG Advisors, LLC | History | Added to | 3,817 | 294 | 0.05% | 0.05% | 1376 | +94 | 2.52% | Q1 2026 | Apr 09, 2026 |
| Diversified Enterprises, LLC | History | Added to | 3,801 | 293 | 0.02% | 0.01% | 1379 | +996 | 35.51% | Q1 2026 | May 14, 2026 |
| JBR Co Financial Management Inc | History | No change | 3,890 | 293 | 0.12% | 0.12% | 1378 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Resurgent Financial Advisors LLC | History | New | 3,788 | 292 | 0.11% | — | 1382 | +3,788 | New | Q1 2026 | May 12, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 3,791 | 292 | 0.03% | 0.03% | 1381 | +4 | 0.11% | Q1 2026 | May 06, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | No change | 3,798 | 292 | 0.09% | 0.09% | 1380 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Keel Point, LLC | History | No change | 3,845 | 290 | 0.02% | 0.02% | 1383 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Addison Advisors LLC | History | Added to | 3,749 | 289 | 0.06% | 0.06% | 1384 | +125 | 3.45% | Q1 2026 | May 08, 2026 |
| Northern Capital Management, Inc. | History | New | 3,744 | 288 | 0.14% | — | 1388 | +3,744 | New | Q1 2026 | May 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 3,740 | 288 | 0.03% | 0.02% | 1386 | +984 | 35.7% | Q1 2026 | May 12, 2026 |
| Embree Financial Group | History | Added to | 3,745 | 288 | 0.03% | 0.03% | 1387 | +127 | 3.51% | Q1 2026 | Apr 23, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 3,735 | 288 | 0.03% | 0.03% | 1385 | +3 | 0.08% | Q1 2026 | May 05, 2026 |
| Glenview Trust Co | History | Reduced | 3,733 | 287 | 0.0% | 0.01% | 1389 | -950 | -20.29% | Q1 2026 | May 08, 2026 |
| Ring Mountain Capital, LLC | History | Added to | 3,721 | 287 | 0.16% | 0.15% | 1390 | +16 | 0.43% | Q1 2026 | Apr 30, 2026 |
| BAKER BOYER NATIONAL BANK | History | New | 3,712 | 286 | 0.09% | — | 1392 | +3,712 | New | Q1 2026 | Apr 27, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 3,499 | 286 | 0.08% | 0.09% | 1391 | +4 | 0.11% | Q1 2026 | Apr 16, 2026 |
| Innovative Wealth Building LLC | History | New | 3,699 | 285 | 0.2% | — | 1395 | +3,699 | New | Q1 2026 | May 01, 2026 |
| PCM Encore, LLC | History | New | 3,697 | 285 | 0.06% | — | 1396 | +3,697 | New | Q1 2026 | May 12, 2026 |
| Exeter Financial, LLC | History | Added to | 3,699 | 285 | 0.12% | 0.1% | 1393 | +558 | 17.77% | Q1 2026 | Apr 23, 2026 |
| Inlet Private Wealth, LLC | History | Reduced | 3,700 | 285 | 0.07% | 0.07% | 1394 | -62 | -1.65% | Q1 2026 | May 13, 2026 |
| Parkshore Wealth Management, Inc. | History | New | 3,691 | 284 | 0.09% | — | 1398 | +3,691 | New | Q1 2026 | May 13, 2026 |
| Maxele Advisors, LLC | History | No change | 3,765 | 284 | 0.23% | 0.23% | 1397 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TCI Wealth Advisors, Inc. | History | New | 3,678 | 283 | 0.02% | — | 1404 | +3,678 | New | Q1 2026 | Apr 27, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 3,671 | 283 | 0.0% | 0.0% | 1399 | -1,747 | -32.24% | Q1 2026 | May 07, 2026 |
| Sage Capital Advisors,llc | History | Added to | 3,673 | 283 | 0.07% | 0.06% | 1400 | +403 | 12.32% | Q1 2026 | Apr 07, 2026 |
| Alpha Financial Partners LLC | History | Reduced | 3,676 | 283 | 0.17% | 0.17% | 1402 | -40 | -1.08% | Q1 2026 | May 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 3,763 | 283 | 0.08% | 0.08% | 1401 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TPG Advisors LLC | History | No change | 3,671 | 283 | 0.18% | 0.17% | 1403 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Miller Financial Services LLC | History | New | 3,665 | 282 | 0.31% | — | 1406 | +3,665 | New | Q1 2026 | May 01, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 3,661 | 282 | 0.05% | 0.04% | 1405 | +6 | 0.16% | Q1 2026 | Apr 22, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 3,649 | 281 | 0.02% | 0.02% | 1409 | +596 | 19.52% | Q1 2026 | Apr 29, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 3,657 | 281 | 0.11% | 0.09% | 1408 | +354 | 10.72% | Q1 2026 | Apr 22, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 3,775 | 281 | 0.25% | 0.26% | 1407 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Eagle Bay Advisors LLC | History | New | 3,637 | 280 | 0.25% | — | 1411 | +3,637 | New | Q1 2026 | Apr 24, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 3,635 | 280 | 0.04% | 0.03% | 1410 | +731 | 25.17% | Q1 2026 | Apr 21, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 3,447 | 279 | 0.04% | — | 1412 | +3,447 | New | Q1 2026 | Apr 20, 2026 |
| Windsor Advisory Group, LLC | History | Reduced | 3,615 | 278 | 0.23% | 0.28% | 1413 | -612 | -14.48% | Q1 2026 | May 15, 2026 |
| Fund Advisors of America Inc/FL | History | Reduced | 3,584 | 276 | 0.28% | 0.25% | 1414 | -20 | -0.55% | Q1 2026 | May 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 3,579 | 275 | 0.03% | 0.05% | 1415 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 3,560 | 274 | 0.04% | 0.05% | 1416 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 3,541 | 273 | 0.06% | 0.05% | 1417 | +602 | 20.48% | Q1 2026 | Apr 17, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 3,266 | 273 | 0.11% | 0.11% | 1418 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Navigate Wealth Management, LLC | History | New | 3,332 | 272 | 0.19% | — | 1420 | +3,332 | New | Q1 2026 | Apr 27, 2026 |
| Aspen Capital Management, LLC | History | Reduced | 3,538 | 272 | 0.07% | 0.07% | 1419 | -7 | -0.2% | Q1 2026 | Apr 17, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 3,501 | 270 | 0.01% | 0.01% | 1421 | +628 | 21.86% | Q1 2026 | Apr 21, 2026 |
| Capital Squared Financial LLC | History | Added to | 3,506 | 270 | 0.21% | 0.21% | 1422 | +4 | 0.11% | Q1 2026 | May 01, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 3,498 | 269 | 0.05% | 0.05% | 1424 | -112 | -3.1% | Q1 2026 | Apr 23, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 3,496 | 269 | 0.03% | 0.03% | 1423 | +17 | 0.49% | Q1 2026 | May 11, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 3,484 | 268 | 0.05% | — | 1427 | +3,484 | New | Q1 2026 | Apr 30, 2026 |
| American Investment Services, Inc. | History | Added to | 3,485 | 268 | 0.06% | 0.06% | 1425 | +194 | 5.89% | Q1 2026 | May 13, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 3,479 | 268 | 0.03% | 0.03% | 1426 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Maridea Wealth Management LLC | History | New | 3,476 | 267 | 0.04% | — | 1428 | +3,476 | New | Q1 2026 | Apr 21, 2026 |
| Latitude Advisors, LLC | History | Added to | 3,458 | 266 | 0.12% | 0.1% | 1429 | +329 | 10.51% | Q1 2026 | Apr 27, 2026 |
| LongView Wealth Management | History | Added to | 3,206 | 265 | 0.07% | 0.06% | 1431 | +122 | 3.96% | Q1 2026 | Apr 15, 2026 |
| Heritage Wealth Advisors | History | No change | 3,449 | 265 | 0.01% | 0.01% | 1430 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aviance Capital Partners, LLC | History | New | 3,435 | 264 | 0.03% | — | 1432 | +3,435 | New | Q1 2026 | May 06, 2026 |
| Brickley Wealth Management | History | New | 3,422 | 263 | 0.05% | — | 1435 | +3,422 | New | Q1 2026 | May 04, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 3,423 | 263 | 0.01% | 0.01% | 1433 | +373 | 12.23% | Q1 2026 | May 12, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 3,416 | 263 | 0.17% | 0.16% | 1434 | +2 | 0.06% | Q1 2026 | May 13, 2026 |
| First Pacific Financial | History | Added to | 3,402 | 262 | 0.03% | 0.03% | 1437 | +4 | 0.12% | Q1 2026 | Apr 23, 2026 |
| Symmetry Partners, LLC | History | No change | 3,406 | 262 | 0.01% | 0.02% | 1436 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| IF Advisors, LLC | History | No change | 3,406 | 262 | 0.19% | 0.21% | 1438 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Five Pine Wealth Management | History | New | 3,389 | 261 | 0.16% | — | 1440 | +3,389 | New | Q1 2026 | Apr 16, 2026 |
| Capstone Wealth Management, LLC | History | No change | 3,397 | 261 | 0.18% | 0.19% | 1439 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 3,379 | 260 | 0.0% | — | 1442 | +3,379 | New | Q1 2026 | May 01, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 3,378 | 260 | 0.06% | 0.05% | 1441 | +407 | 13.7% | Q1 2026 | Apr 27, 2026 |
| TOWNSQUARE CAPITAL LLC | History | New | 3,370 | 259 | 0.06% | — | 1444 | +3,370 | New | Q1 2026 | May 13, 2026 |
| Poehling Capital Management, INC. | History | No change | 3,370 | 259 | 0.05% | 0.05% | 1443 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GFS Advisors, LLC | History | Reduced | 12,125 | 258 | 0.03% | 0.97% | 1445 | -95,771 | -88.76% | Q1 2026 | Apr 30, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 3,354 | 258 | 0.03% | — | 1449 | +3,354 | New | Q1 2026 | Apr 16, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 3,347 | 258 | 0.13% | 0.11% | 1448 | -3 | -0.09% | Q1 2026 | Apr 21, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 3,347 | 258 | 0.04% | 0.04% | 1446 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BHK Investment Advisors, LLC | History | No change | 3,350 | 258 | 0.09% | 0.08% | 1447 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WealthShield Partners, LLC | History | Added to | 3,342 | 257 | 0.03% | 0.03% | 1450 | +34 | 1.03% | Q1 2026 | May 01, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 3,332 | 256 | 0.19% | 0.22% | 1452 | -855 | -20.42% | Q1 2026 | May 14, 2026 |
| Well Done, LLC | History | No change | 3,322 | 256 | 0.04% | 0.04% | 1451 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| National Wealth Management Group, LLC | History | Added to | 3,311 | 255 | 0.09% | 0.08% | 1453 | +290 | 9.6% | Q1 2026 | May 11, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 3,300 | 254 | 0.03% | 0.03% | 1454 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 3,304 | 254 | 0.05% | 0.05% | 1455 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ignite Planners, LLC | History | No change | 3,306 | 254 | 0.04% | 0.04% | 1456 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Goelzer Investment Management, Inc. | History | New | 3,290 | 253 | 0.01% | — | 1457 | +3,290 | New | Q1 2026 | Apr 09, 2026 |
| True Link Financial Advisors, LLC | History | New | 3,285 | 253 | 0.02% | — | 1458 | +3,285 | New | Q1 2026 | Apr 29, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 3,270 | 252 | 0.03% | 0.03% | 1459 | +129 | 4.11% | Q1 2026 | Apr 08, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 3,258 | 251 | 0.19% | — | 1462 | +3,258 | New | Q1 2026 | May 08, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Added to | 3,257 | 251 | 0.05% | 0.04% | 1460 | +440 | 15.62% | Q1 2026 | Apr 30, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 3,256 | 251 | 0.11% | 0.11% | 1461 | -49 | -1.48% | Q1 2026 | Apr 20, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 3,243 | 250 | 0.01% | 0.02% | 1463 | -3,263 | -50.15% | Q1 2026 | Apr 17, 2026 |
| Wealthquest Corp | History | No change | 3,313 | 249 | 0.02% | 0.02% | 1464 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ellevest, Inc. | History | Added to | 3,229 | 248 | 0.03% | 0.03% | 1465 | +130 | 4.19% | Q1 2026 | May 11, 2026 |
| Clearwave Capital, LLC | History | Added to | 3,228 | 248 | 0.17% | 0.18% | 1466 | +3 | 0.09% | Q1 2026 | Apr 29, 2026 |
| AAF Wealth Management, LLC | History | New | 3,203 | 247 | 0.1% | — | 1468 | +3,203 | New | Q1 2026 | May 08, 2026 |
| SNS Financial Group, LLC | History | Reduced | 3,215 | 247 | 0.02% | 0.02% | 1467 | -49 | -1.5% | Q1 2026 | Apr 14, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Reduced | 3,197 | 246 | 0.02% | 0.03% | 1469 | -1,408 | -30.58% | Q1 2026 | Apr 28, 2026 |
| Expressive Wealth LLC | History | New | 2,836 | 242 | 0.23% | — | 1470 | +2,836 | New | Q1 2026 | May 11, 2026 |
| Capital International Investors | History | Reduced | 3,220 | 240 | 0.0% | 0.0% | 1471 | -10,177 | -75.96% | Q1 2026 | May 13, 2026 |
| BALANCED WEALTH GROUP LLC | History | New | 3,123 | 240 | 0.09% | — | 1473 | +3,123 | New | Q1 2026 | Apr 23, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 3,114 | 240 | 0.04% | 0.05% | 1472 | +4 | 0.13% | Q1 2026 | May 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 3,101 | 239 | 0.03% | — | 1474 | +3,101 | New | Q1 2026 | May 13, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 3,087 | 238 | 0.1% | 0.07% | 1476 | +434 | 16.36% | Q1 2026 | May 15, 2026 |
| Emprise Bank | History | Reduced | 3,090 | 238 | 0.1% | 0.1% | 1475 | -78 | -2.46% | Q1 2026 | Apr 20, 2026 |
| Reflection Asset Management | History | No change | 3,091 | 238 | 0.17% | 0.17% | 1477 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 3,083 | 237 | 0.12% | 0.04% | 1479 | +2,033 | 193.62% | Q1 2026 | May 07, 2026 |
| Tiller Private Wealth, Inc. | History | No change | 3,080 | 237 | 0.08% | 0.08% | 1478 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| My Personal CFO, LLC | History | Reduced | 3,063 | 236 | 0.1% | 0.1% | 1481 | -274 | -8.21% | Q1 2026 | Apr 21, 2026 |
| Invst, LLC | History | No change | 3,069 | 236 | 0.03% | 0.03% | 1480 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,049 | 235 | 0.01% | 0.01% | 1482 | -478 | -13.55% | Q1 2026 | May 18, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 3,048 | 235 | 0.03% | 0.03% | 1484 | +2 | 0.07% | Q1 2026 | Apr 13, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 3,057 | 235 | 0.01% | 0.01% | 1483 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Treasure Coast Financial Planning | History | No change | 3,037 | 234 | 0.12% | 0.12% | 1485 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Foster Victor Wealth Advisors, LLC | History | New | 2,818 | 233 | 0.01% | — | 1488 | +2,818 | New | Q1 2026 | Apr 20, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 3,033 | 233 | 0.06% | 0.06% | 1486 | +18 | 0.6% | Q1 2026 | Apr 27, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 3,030 | 233 | 0.12% | 0.12% | 1487 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 3,014 | 232 | 0.04% | 0.06% | 1490 | -2,397 | -44.3% | Q1 2026 | May 04, 2026 |
| Roth Financial Partners LLC | History | Reduced | 3,012 | 232 | 0.08% | 0.08% | 1489 | -179 | -5.61% | Q1 2026 | Apr 21, 2026 |
| Opulen Financial Group LLC | History | Added to | 3,020 | 232 | 0.16% | 0.16% | 1491 | +20 | 0.67% | Q1 2026 | Apr 29, 2026 |
| Fairman Group, LLC | History | Reduced | 3,008 | 231 | 0.2% | 0.18% | 1495 | -28 | -0.92% | Q1 2026 | Apr 23, 2026 |
| 1832 Asset Management L.P. | History | No change | 3,000 | 231 | 0.0% | 0.0% | 1492 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | No change | 3,000 | 231 | 0.02% | 0.02% | 1493 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 3,000 | 231 | 0.04% | 0.04% | 1494 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ballast Financial Advisors LLC | History | No change | 3,007 | 231 | 0.24% | 0.23% | 1496 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stanley-Laman Group, Ltd. | History | Added to | 2,986 | 230 | 0.03% | 0.03% | 1497 | +241 | 8.78% | Q1 2026 | Apr 16, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 2,977 | 229 | 0.02% | 0.02% | 1498 | +19 | 0.64% | Q1 2026 | May 01, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | New | 2,966 | 228 | 0.03% | — | 1499 | +2,966 | New | Q1 2026 | May 12, 2026 |
| Fairway Wealth LLC | History | Added to | 2,947 | 227 | 0.06% | 0.06% | 1501 | +3 | 0.1% | Q1 2026 | Apr 23, 2026 |
| SVB WEALTH LLC | History | No change | 2,944 | 227 | 0.01% | 0.01% | 1500 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Align Financial, LLC | History | Reduced | 2,918 | 225 | 0.13% | 0.1% | 1505 | -169,866 | -98.31% | Q1 2026 | May 08, 2026 |
| Capital Research Global Investors | History | Reduced | 3,023 | 225 | 0.0% | 0.0% | 1502 | -9,686 | -76.21% | Q1 2026 | May 13, 2026 |
| Atlas Brown,Inc. | History | New | 2,924 | 225 | 0.07% | — | 1507 | +2,924 | New | Q1 2026 | Apr 17, 2026 |
| Cannon Advisors, Inc. | History | Added to | 2,921 | 225 | 0.17% | 0.14% | 1503 | +340 | 13.17% | Q1 2026 | Apr 24, 2026 |
| Miller Capital Partners, Inc. | History | Added to | 2,930 | 225 | 0.11% | 0.11% | 1506 | +20 | 0.69% | Q1 2026 | May 14, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 2,926 | 225 | 0.19% | 0.19% | 1504 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 2,873 | 224 | 0.02% | — | 1508 | +2,873 | New | Q1 2026 | Apr 10, 2026 |
| Community Bank, N.A. | History | Reduced | 2,898 | 223 | 0.03% | 0.03% | 1509 | -987 | -25.41% | Q1 2026 | May 12, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 2,892 | 222 | 0.09% | 0.05% | 1511 | +1,254 | 76.56% | Q1 2026 | May 15, 2026 |
| GoalVest Advisory LLC | History | Reduced | 2,885 | 222 | 0.04% | 0.05% | 1510 | -717 | -19.91% | Q1 2026 | Apr 13, 2026 |
| Joule Financial, LLC | History | No change | 2,878 | 221 | 0.06% | 0.07% | 1512 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Equity Wealth Partners, LLC | History | New | 2,862 | 220 | 0.14% | — | 1513 | +2,862 | New | Q1 2026 | May 08, 2026 |
| KPP Advisory Services LLC | History | New | 2,846 | 219 | 0.03% | — | 1516 | +2,846 | New | Q1 2026 | Apr 24, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 2,851 | 219 | 0.05% | 0.06% | 1515 | -657 | -18.73% | Q1 2026 | Apr 15, 2026 |
| Edge Wealth Management LLC | History | Added to | 2,849 | 219 | 0.04% | 0.04% | 1514 | +126 | 4.63% | Q1 2026 | Apr 20, 2026 |
| Capital Analysts, LLC | History | Added to | 2,835 | 218 | 0.01% | 0.0% | 1519 | +2,082 | 276.49% | Q1 2026 | May 14, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 2,837 | 218 | 0.13% | 0.14% | 1517 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | No change | 2,837 | 218 | 0.05% | 0.05% | 1518 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cassilly Financial Group LLC | History | No change | 2,836 | 218 | 0.19% | 0.19% | 1520 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Barry Investment Advisors, LLC | History | New | 2,826 | 217 | 0.05% | — | 1523 | +2,826 | New | Q1 2026 | Apr 23, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 2,825 | 217 | 0.05% | 0.06% | 1521 | -606 | -17.66% | Q1 2026 | May 01, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 2,819 | 217 | 0.1% | 0.09% | 1522 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Catalina Capital Group, LLC | History | New | 2,808 | 216 | 0.13% | — | 1524 | +2,808 | New | Q1 2026 | Apr 23, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Reduced | 2,792 | 215 | 0.04% | 0.04% | 1525 | -9 | -0.32% | Q1 2026 | Apr 13, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 2,762 | 213 | 0.05% | 0.06% | 1526 | -603 | -17.92% | Q1 2026 | Apr 27, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 2,773 | 213 | 0.04% | 0.04% | 1527 | -21 | -0.75% | Q1 2026 | Apr 14, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | New | 2,760 | 212 | 0.12% | — | 1528 | +2,760 | New | Q1 2026 | Apr 23, 2026 |
| BancFirst Trust & Investment Management | History | New | 2,839 | 211 | 0.09% | — | 1530 | +2,839 | New | Q1 2026 | Apr 01, 2026 |
| CM WEALTH ADVISORS LLC | History | New | 2,744 | 211 | 0.04% | — | 1529 | +2,744 | New | Q1 2026 | May 08, 2026 |
| MMA ASSET MANAGEMENT LLC | History | New | 2,713 | 209 | 0.07% | — | 1532 | +2,713 | New | Q1 2026 | Apr 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 2,712 | 209 | 0.01% | 0.01% | 1531 | +254 | 10.33% | Q1 2026 | May 12, 2026 |
| Darden Wealth Group Inc | History | New | 2,709 | 208 | 0.11% | — | 1537 | +2,709 | New | Q1 2026 | May 08, 2026 |
| Oak Harvest Investment Services | History | Reduced | 2,706 | 208 | 0.02% | 0.02% | 1534 | -158 | -5.52% | Q1 2026 | Apr 22, 2026 |
| Carr Financial Group Corp | History | Added to | 2,699 | 208 | 0.05% | 0.05% | 1535 | +1 | 0.04% | Q1 2026 | May 12, 2026 |
| Cornerstone Advisory, LLC | History | No change | 2,700 | 208 | 0.02% | 0.02% | 1533 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 2,705 | 208 | 0.08% | 0.08% | 1536 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | New | 2,697 | 207 | 0.11% | — | 1539 | +2,697 | New | Q1 2026 | May 13, 2026 |
| Allen Capital Group, LLC | History | No change | 2,757 | 207 | 0.02% | 0.02% | 1538 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | New | 2,678 | 206 | 0.09% | — | 1542 | +2,678 | New | Q1 2026 | Apr 24, 2026 |
| Kessler Investment Group, LLC | History | New | 2,673 | 206 | 0.1% | — | 1541 | +2,673 | New | Q1 2026 | Apr 10, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 2,677 | 206 | 0.04% | 0.04% | 1540 | -2 | -0.07% | Q1 2026 | May 14, 2026 |
| waypoint wealth counsel | History | New | 2,670 | 205 | 0.11% | — | 1545 | +2,670 | New | Q1 2026 | Apr 23, 2026 |
| Rockline Wealth Management, LLC | History | New | 2,663 | 205 | 0.04% | — | 1546 | +2,663 | New | Q1 2026 | Apr 30, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 2,671 | 205 | 0.04% | 0.04% | 1544 | -104 | -3.75% | Q1 2026 | May 05, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 2,659 | 205 | 0.09% | 0.08% | 1543 | +2 | 0.08% | Q1 2026 | Apr 29, 2026 |
| Paradigm Capital Management, LLC/NV | History | Reduced | 2,650 | 204 | 0.19% | 0.19% | 1547 | -100 | -3.64% | Q1 2026 | May 05, 2026 |
| Pacific Asset Management, LLC | History | Added to | 2,655 | 204 | 0.11% | 0.12% | 1548 | +3 | 0.11% | Q1 2026 | May 01, 2026 |
| Archer Investment Management, LLC | History | Reduced | 2,643 | 203 | 0.09% | 0.22% | 1550 | -2,882 | -52.16% | Q1 2026 | Apr 08, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 2,635 | 203 | 0.05% | 0.06% | 1549 | -650 | -19.79% | Q1 2026 | May 15, 2026 |
| Fee-Only Financial Planning, L.C. | History | New | 2,631 | 202 | 0.12% | — | 1551 | +2,631 | New | Q1 2026 | Apr 28, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | New | 2,612 | 201 | 0.01% | — | 1553 | +2,612 | New | Q1 2026 | Apr 22, 2026 |
| Sawyer & Company, Inc | History | Added to | 2,616 | 201 | 0.08% | 0.03% | 1552 | +1,636 | 166.94% | Q1 2026 | Apr 23, 2026 |
| Rockingstone Advisors LLC | History | New | 2,600 | 200 | 0.09% | — | 1554 | +2,600 | New | Q1 2026 | Apr 09, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 2,586 | 199 | 0.01% | 0.01% | 1555 | -1,373 | -34.68% | Q1 2026 | May 12, 2026 |
| Winch Advisory Services, LLC | History | Added to | 2,545 | 196 | 0.04% | 0.01% | 1556 | +1,976 | 347.28% | Q1 2026 | Apr 30, 2026 |
| Clarity Asset Management, Inc. | History | No change | 2,544 | 196 | 0.1% | 0.11% | 1557 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Costello Asset Management, INC | History | New | 2,495 | 192 | 0.07% | — | 1559 | +2,495 | New | Q1 2026 | Apr 30, 2026 |
| Hanson & Doremus Investment Management | History | No change | 2,491 | 192 | 0.02% | 0.02% | 1558 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 2,483 | 191 | 0.1% | 0.05% | 1560 | +1,156 | 87.11% | Q1 2026 | May 15, 2026 |
| MilWealth Group LLC | History | Reduced | 2,456 | 189 | 0.04% | 0.06% | 1561 | -701 | -22.2% | Q1 2026 | May 01, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 2,423 | 186 | 0.06% | 0.05% | 1562 | +281 | 13.12% | Q1 2026 | May 05, 2026 |
| CONQUIS FINANCIAL LLC | History | No change | 2,281 | 186 | 0.15% | 0.15% | 1563 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CoreFirst Bank & Trust | History | No change | 2,430 | 183 | 0.1% | 0.1% | 1564 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,218 | 171 | 0.01% | 0.01% | 1565 | +717 | 47.77% | Q1 2026 | May 15, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 2,211 | 170 | 0.05% | 0.05% | 1566 | +64 | 2.98% | Q1 2026 | Apr 21, 2026 |
| TFC Financial Management, Inc. | History | Added to | 2,116 | 163 | 0.02% | 0.02% | 1568 | +2 | 0.09% | Q1 2026 | Apr 23, 2026 |
| STEPH & CO | History | No change | 2,116 | 163 | 0.05% | 0.05% | 1567 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Dunhill Financial, LLC | History | No change | 2,069 | 159 | 0.04% | 0.04% | 1569 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 2,059 | 158 | 0.0% | — | 1572 | +2,059 | New | Q1 2026 | Apr 29, 2026 |
| HighMark Wealth Management LLC | History | Added to | 2,050 | 158 | 0.06% | 0.04% | 1570 | +748 | 57.45% | Q1 2026 | May 05, 2026 |
| ORG Partners LLC | History | No change | 2,095 | 158 | 0.03% | 0.03% | 1571 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 156,499 | 156 | 0.05% | 0.05% | 1573 | -68 | -0.04% | Q1 2026 | May 08, 2026 |
| Olistico Wealth, LLC | History | Added to | 1,993 | 153 | 0.08% | 0.06% | 1574 | +382 | 23.71% | Q1 2026 | Apr 08, 2026 |
| Financial Perspectives, Inc | History | Added to | 1,961 | 151 | 0.04% | 0.04% | 1575 | +2 | 0.1% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Reduced | 1,949 | 150 | 0.0% | 0.0% | 1576 | -31 | -1.57% | Q1 2026 | Apr 06, 2026 |
| Caitlin John, LLC | History | Reduced | 1,938 | 149 | 0.09% | 0.1% | 1577 | -9 | -0.46% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | Added to | 1,914 | 147 | 0.02% | 0.02% | 1578 | +6 | 0.31% | Q1 2026 | Apr 29, 2026 |
| HM PAYSON & CO | History | No change | 1,860 | 143 | 0.0% | 0.0% | 1579 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,843 | 142 | 0.01% | 0.01% | 1580 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Wellington Grp LLC | History | Reduced | 1,836 | 141 | 0.04% | 0.12% | 1581 | -2,943 | -61.58% | Q1 2026 | May 22, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,764 | 136 | 0.01% | 0.01% | 1582 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Fairscale Capital, LLC | History | Reduced | 1,749 | 134 | 0.09% | 0.11% | 1583 | -511 | -22.61% | Q1 2026 | May 11, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 1,741 | 134 | 0.07% | 0.1% | 1584 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 1,731 | 133 | 0.08% | 0.08% | 1585 | -6 | -0.35% | Q1 2026 | May 07, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 1,700 | 131 | 0.05% | 0.02% | 1586 | +750 | 78.95% | Q1 2026 | May 04, 2026 |
| Strive Financial Group ,LLC | History | Added to | 1,659 | 128 | 0.07% | 0.06% | 1587 | +256 | 18.25% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 1,671 | 126 | 0.01% | 0.01% | 1588 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OBSIDIAN CIO, LLC | History | New | 1,632 | 125 | 0.11% | — | 1589 | +1,632 | New | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,611 | 124 | 0.07% | 0.05% | 1590 | +440 | 37.57% | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | Added to | 1,603 | 123 | 0.03% | 0.01% | 1591 | +800 | 99.63% | Q1 2026 | Apr 10, 2026 |
| Solstein Capital, LLC | History | No change | 1,560 | 120 | 0.05% | 0.05% | 1592 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 1,537 | 119 | 0.04% | 0.04% | 1593 | -240 | -13.51% | Q1 2026 | May 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 1,498 | 115 | 0.01% | 0.02% | 1594 | -22 | -1.45% | Q1 2026 | Apr 15, 2026 |
| Manchester Capital Management LLC | History | Reduced | 1,485 | 114 | 0.02% | 0.02% | 1595 | -6 | -0.4% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | Added to | 1,438 | 110 | 0.01% | 0.0% | 1596 | +653 | 83.18% | Q1 2026 | May 08, 2026 |
| Leo H. Evart, Inc. | History | New | 1,419 | 109 | 0.09% | — | 1598 | +1,419 | New | Q1 2026 | May 13, 2026 |
| Coastline Trust Co | History | Added to | 1,421 | 109 | 0.01% | 0.01% | 1597 | +243 | 20.63% | Q1 2026 | Apr 03, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,395 | 107 | 0.01% | 0.01% | 1599 | +118 | 9.24% | Q1 2026 | Apr 21, 2026 |
| Pacifica Partners Inc. | History | Added to | 1,400 | 107 | 0.04% | 0.04% | 1600 | +109 | 8.44% | Q1 2026 | Apr 09, 2026 |
| Frankly Finances, LLC | History | No change | 1,350 | 104 | 0.09% | 0.1% | 1601 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IMG Wealth Management, Inc. | History | New | 1,326 | 102 | 0.07% | — | 1602 | +1,326 | New | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 1,311 | 101 | 0.02% | 0.02% | 1603 | +1 | 0.08% | Q1 2026 | Apr 30, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,277 | 98 | 0.0% | 0.0% | 1604 | +151 | 13.41% | Q1 2026 | Apr 17, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,251 | 96 | 0.08% | 0.08% | 1605 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,236 | 95 | 0.01% | — | 1606 | +1,236 | New | Q1 2026 | May 11, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 1,213 | 93 | 0.0% | 0.0% | 1608 | +1,138 | 1517.33% | Q1 2026 | May 01, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 1,209 | 93 | 0.12% | 0.11% | 1607 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 1,195 | 92 | 0.03% | 0.03% | 1609 | +54 | 4.73% | Q1 2026 | Apr 03, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 1,191 | 91 | 0.14% | — | 1611 | +1,191 | New | Q1 2026 | May 04, 2026 |
| YANKCOM Partnership | History | Added to | 1,183 | 91 | 0.04% | 0.03% | 1610 | +360 | 43.74% | Q1 2026 | Apr 20, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,176 | 90 | 0.02% | 0.02% | 1612 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 1,165 | 89 | 0.09% | 0.09% | 1613 | +1 | 0.09% | Q1 2026 | May 05, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 1,138 | 87 | 0.01% | 0.03% | 1614 | -1,438 | -55.82% | Q1 2026 | Apr 17, 2026 |
| CURIO WEALTH, LLC | History | No change | 1,140 | 87 | 0.03% | 0.03% | 1615 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SRH ADVISORS, LLC | History | Added to | 1,115 | 85 | 0.02% | 0.0% | 1616 | +987 | 771.09% | Q1 2026 | Apr 29, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,094 | 84 | 0.03% | 0.01% | 1617 | +580 | 112.84% | Q1 2026 | Apr 14, 2026 |
| CrossGen Wealth, LLC | History | New | 1,048 | 80 | 0.07% | — | 1618 | +1,048 | New | Q1 2026 | Apr 22, 2026 |
| Avion Wealth | History | Added to | 1,037 | 79 | 0.02% | 0.02% | 1619 | +52 | 5.28% | Q1 2026 | May 01, 2026 |
| Ramirez Asset Management, Inc. | History | Reduced | 1,000 | 77 | 0.01% | 0.02% | 1621 | -1,000 | -50.0% | Q1 2026 | May 12, 2026 |
| Centerpoint Advisors, LLC | History | No change | 1,000 | 77 | 0.03% | 0.02% | 1620 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,013 | 76 | 0.0% | 0.0% | 1622 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 899 | 69 | 0.01% | 0.01% | 1623 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hilltop National Bank | History | No change | 862 | 66 | 0.02% | 0.02% | 1624 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 844 | 65 | 0.02% | 0.0% | 1625 | +795 | 1622.45% | Q1 2026 | Apr 30, 2026 |
| NEPC LLC | History | No change | 821 | 63 | 0.0% | 0.0% | 1626 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 803 | 61 | 0.02% | 0.03% | 1627 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Davis Capital Management | History | No change | 793 | 61 | 0.04% | 0.04% | 1628 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 800 | 61 | 0.01% | 0.01% | 1629 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 793 | 61 | 0.04% | 0.04% | 1630 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Colonial Trust Co / SC | History | Added to | 785 | 58 | 0.01% | 0.01% | 1631 | +1 | 0.13% | Q1 2026 | May 12, 2026 |
| Tidemark, LLC | History | Reduced | 752 | 57 | 0.01% | 0.02% | 1632 | -181 | -19.4% | Q1 2026 | May 07, 2026 |
| Minot DeBlois Advisors LLC | History | New | 736 | 56 | 0.05% | — | 1633 | +736 | New | Q1 2026 | May 08, 2026 |
| Investors Portfolio Services LLC | History | Added to | 720 | 55 | 0.05% | 0.05% | 1634 | +1 | 0.14% | Q1 2026 | May 14, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 726 | 54 | 0.0% | — | 1636 | +726 | New | Q1 2026 | May 12, 2026 |
| Quantum Capital Management, LLC / NJ | History | Reduced | 706 | 54 | 0.01% | 0.01% | 1635 | -19 | -2.62% | Q1 2026 | May 13, 2026 |
| Cetera Trust Company, N.A | History | No change | 700 | 53 | 0.03% | 0.03% | 1637 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hara Capital LLC | History | No change | 700 | 53 | 0.03% | 0.03% | 1638 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Acumen Wealth Advisors, LLC | History | Reduced | 681 | 52 | 0.01% | 0.03% | 1639 | -761 | -52.77% | Q1 2026 | May 13, 2026 |
| Dougherty Wealth Advisers LLC | History | No change | 674 | 51 | 0.03% | 0.03% | 1640 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 650 | 50 | 0.04% | — | 1642 | +650 | New | Q1 2026 | Apr 17, 2026 |
| CDKV HOLDINGS LLC | History | No change | 655 | 50 | 0.04% | 0.04% | 1641 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Transce3nd, LLC | History | No change | 630 | 48 | 0.43% | 0.41% | 1643 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Washington Trust Advisors, Inc. | History | New | 622 | 47 | 0.0% | — | 1644 | +622 | New | Q1 2026 | Apr 06, 2026 |
| RAELIPSKIE PARTNERSHIP | History | New | 615 | 47 | 0.02% | — | 1645 | +615 | New | Q1 2026 | Apr 29, 2026 |
| GHP Investment Advisors, Inc. | History | New | 602 | 46 | 0.0% | — | 1649 | +602 | New | Q1 2026 | Apr 21, 2026 |
| VESTOR CAPITAL, LLC | History | New | 599 | 46 | 0.0% | — | 1648 | +599 | New | Q1 2026 | May 21, 2026 |
| Wiser Advisor Group LLC | History | Added to | 604 | 46 | 0.06% | 0.05% | 1646 | +17 | 2.9% | Q1 2026 | Apr 22, 2026 |
| Dorato Capital Management | History | No change | 570 | 46 | 0.03% | 0.03% | 1647 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| NorthAvenue LLC | History | Added to | 591 | 45 | 0.04% | 0.02% | 1650 | +193 | 48.49% | Q1 2026 | Apr 15, 2026 |
| Seneschal Advisors, LLC | History | Added to | 579 | 44 | 0.03% | 0.03% | 1652 | +3 | 0.52% | Q1 2026 | May 08, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 583 | 44 | 0.0% | 0.0% | 1651 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 551 | 42 | 0.01% | 0.0% | 1654 | +478 | 654.79% | Q1 2026 | May 08, 2026 |
| JNBA Financial Advisors | History | No change | 555 | 42 | 0.0% | 0.0% | 1653 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 555 | 42 | 0.02% | 0.01% | 1655 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TopTier Wealth Management, LLC | History | New | 540 | 41 | 0.03% | — | 1657 | +540 | New | Q1 2026 | May 05, 2026 |
| NFSG Corp | History | Added to | 536 | 41 | 0.01% | 0.01% | 1656 | +1 | 0.19% | Q1 2026 | May 05, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 527 | 40 | 0.01% | 0.02% | 1659 | -860 | -62.0% | Q1 2026 | May 20, 2026 |
| Hartford Financial Management Inc. | History | No change | 528 | 40 | 0.01% | 0.01% | 1658 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 521 | 39 | 0.01% | 0.01% | 1660 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| City State Bank | History | Added to | 502 | 38 | 0.01% | 0.01% | 1661 | +75 | 17.56% | Q1 2026 | Apr 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 495 | 38 | 0.03% | 0.03% | 1662 | +25 | 5.32% | Q1 2026 | Apr 27, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 489 | 37 | 0.01% | 0.01% | 1664 | +52 | 11.9% | Q1 2026 | Apr 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 477 | 37 | 0.0% | 0.0% | 1663 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 474 | 36 | 0.03% | 0.03% | 1665 | +1 | 0.21% | Q1 2026 | May 11, 2026 |
| Grove Bank & Trust | History | Reduced | 457 | 35 | 0.0% | 0.0% | 1666 | -35 | -7.11% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Financial Management LLC | History | No change | 458 | 35 | 0.03% | 0.03% | 1667 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 446 | 34 | 0.03% | 0.03% | 1668 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Opal Wealth Advisors, LLC | History | New | 432 | 33 | 0.01% | — | 1669 | +432 | New | Q1 2026 | Apr 14, 2026 |
| EMC Capital Management | History | No change | 412 | 32 | 0.01% | 0.01% | 1670 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 402 | 31 | 0.01% | 0.01% | 1671 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 402 | 30 | 0.0% | — | 1673 | +402 | New | Q1 2026 | Apr 14, 2026 |
| Frazier Financial Advisors, LLC | History | New | 400 | 30 | 0.02% | — | 1674 | +400 | New | Q1 2026 | May 05, 2026 |
| Torren Management, LLC | History | New | 392 | 30 | 0.01% | — | 1675 | +392 | New | Q1 2026 | Apr 30, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 400 | 30 | 0.02% | 0.03% | 1672 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bank of New Hampshire | History | Reduced | 379 | 29 | 0.01% | 0.01% | 1678 | -100 | -20.88% | Q1 2026 | Apr 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 383 | 29 | 0.0% | 0.0% | 1677 | -52 | -11.95% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 386 | 29 | 0.0% | 0.0% | 1676 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 373 | 28 | 0.02% | 0.01% | 1679 | +159 | 74.3% | Q1 2026 | May 01, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 358 | 27 | 0.0% | 0.0% | 1680 | -381 | -51.56% | Q1 2026 | Apr 13, 2026 |
| PlanVest Financial, Inc | History | New | 347 | 26 | 0.02% | — | 1681 | +347 | New | Q1 2026 | May 14, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 315 | 24 | 0.0% | 0.0% | 1682 | -7 | -2.17% | Q1 2026 | Apr 15, 2026 |
| CGC Financial Services, LLC | History | No change | 310 | 23 | 0.01% | 0.01% | 1683 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 294 | 22 | 0.01% | 0.01% | 1684 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Scarborough Advisors, LLC | History | New | 275 | 21 | 0.0% | — | 1685 | +275 | New | Q1 2026 | May 07, 2026 |
| My Portfolio Guide, LLC | History | New | 266 | 20 | 0.01% | — | 1689 | +266 | New | Q1 2026 | May 05, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 254 | 20 | 0.0% | 0.0% | 1686 | +3 | 1.2% | Q1 2026 | May 15, 2026 |
| Missouri Trust & Investment Co | History | No change | 262 | 20 | 0.01% | 0.01% | 1687 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Walsh & Associates, LLC | History | No change | 262 | 20 | 0.02% | 0.02% | 1688 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | New | 250 | 19 | 0.0% | — | 1690 | +250 | New | Q1 2026 | Apr 03, 2026 |
| Tower View Wealth Management LLC | History | New | 232 | 17 | 0.01% | — | 1692 | +232 | New | Q1 2026 | Apr 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 226 | 17 | 0.0% | 0.0% | 1691 | +25 | 12.44% | Q1 2026 | Apr 23, 2026 |
| Anfield Capital Management, LLC | History | New | 206 | 15 | 0.0% | — | 1694 | +206 | New | Q1 2026 | May 12, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | New | 200 | 15 | 0.0% | — | 1693 | +200 | New | Q1 2026 | May 13, 2026 |
| Accent Capital Management, LLC | History | New | 174 | 13 | 0.01% | — | 1697 | +174 | New | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 171 | 13 | 0.0% | 0.0% | 1695 | +10 | 6.21% | Q1 2026 | Apr 24, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 178 | 13 | 0.01% | 0.0% | 1696 | +1 | 0.56% | Q1 2026 | Apr 24, 2026 |
| JDM Financial Group LLC | History | No change | 163 | 12 | 0.0% | 0.0% | 1698 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 153 | 11 | 0.0% | 0.0% | 1699 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 155 | 11 | 0.01% | 0.01% | 1700 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advantage Trust Co | History | No change | 137 | 10 | 0.0% | 0.0% | 1701 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| EFG International AG | History | No change | 140 | 10 | 0.0% | 0.0% | 1702 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | New | 127 | 9 | 0.0% | — | 1703 | +127 | New | Q1 2026 | Apr 06, 2026 |
| Nova Wealth Management, Inc. | History | New | 125 | 9 | 0.01% | — | 1704 | +125 | New | Q1 2026 | Apr 14, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 92 | 7 | 0.0% | 0.0% | 1705 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 1706 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 85 | 6 | 0.0% | — | 1707 | +85 | New | Q1 2026 | Apr 20, 2026 |
| Aspect Partners, LLC | History | No change | 67 | 5 | 0.0% | 0.0% | 1708 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| American Capital Advisory, LLC | History | No change | 74 | 5 | 0.0% | 0.0% | 1709 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IAG Wealth Partners, LLC | History | New | 59 | 4 | 0.0% | — | 1711 | +59 | New | Q1 2026 | Apr 29, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | New | 54 | 4 | 0.0% | — | 1710 | +54 | New | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | New | 52 | 4 | 0.0% | — | 1712 | +52 | New | Q1 2026 | May 14, 2026 |
| Stone House Investment Management, LLC | History | New | 51 | 3 | 0.0% | — | 1716 | +51 | New | Q1 2026 | Apr 22, 2026 |
| Friedenthal Financial | History | New | 50 | 3 | 0.0% | — | 1715 | +50 | New | Q1 2026 | Apr 20, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 46 | 3 | 0.0% | — | 1718 | +46 | New | Q1 2026 | Apr 21, 2026 |
| Crewe Advisors LLC | History | New | 40 | 3 | 0.0% | — | 1717 | +40 | New | Q1 2026 | May 07, 2026 |
| CITY HOLDING CO | History | No change | 50 | 3 | 0.0% | 0.0% | 1713 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Essential Partners LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 1714 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 32 | 2 | 0.0% | — | 1719 | +32 | New | Q1 2026 | May 05, 2026 |
| Wall Street Financial Group, Inc. | History | New | 16 | 1 | 0.0% | — | 1728 | +16 | New | Q1 2026 | May 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 14 | 1 | 0.0% | — | 1727 | +14 | New | Q1 2026 | Apr 09, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 1720 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 1721 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 13 | 1 | 0.0% | — | 1722 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Byrne Asset Management LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 1723 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Navigoe, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 1724 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 1725 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Aventura Private Wealth, LLC | History | No change | 13 | 1 | 0.0% | — | 1726 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 1.06% | — | -1,187,606 | -100.0% | Q1 2026 | May 11, 2026 |
| Select Equity Group, L.P. | History | Closed out | 0 | 0 | — | 0.17% | — | -533,471 | -100.0% | Q1 2026 | May 15, 2026 |
| Axiom Financial Strategies, LLC | History | Closed out | 0 | 0 | — | 4.5% | — | -141,621 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -129,852 | -100.0% | Q1 2026 | Apr 28, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -117,283 | -100.0% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.41% | — | -79,285 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -77,300 | -100.0% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.01% | — | -77,040 | -100.0% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -76,545 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Wick Capital Partners, LLC | History | Closed out | 0 | 0 | — | 1.02% | — | -75,585 | -100.0% | Q1 2026 | May 15, 2026 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -50,027 | -100.0% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -45,945 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Value Investment Professionals, LLC | History | Closed out | 0 | 0 | — | 3.4% | — | -43,041 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -40,187 | -100.0% | Q1 2026 | May 01, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -30,506 | -100.0% | Q1 2026 | May 20, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -29,217 | -100.0% | Q1 2026 | May 06, 2026 |
| Mosaic Advisors LLC | History | Closed out | 0 | 0 | — | 3.59% | — | -24,856 | -100.0% | Q1 2026 | May 04, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.03% | — | -20,950 | -100.0% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -20,890 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -20,046 | -100.0% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -19,356 | -100.0% | Q1 2026 | Apr 13, 2026 |
| HARDING LOEVNER LP | History | Closed out | 0 | 0 | — | 0.01% | — | -16,692 | -100.0% | Q1 2026 | May 15, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,692 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Aprio Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -16,221 | -100.0% | Q1 2026 | May 11, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -15,169 | -100.0% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -12,204 | -100.0% | Q1 2026 | May 15, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -10,565 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Ballast, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -9,724 | -100.0% | Q1 2026 | May 15, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,722 | -100.0% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -9,225 | -100.0% | Q1 2026 | May 15, 2026 |
| Blackhawk Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -8,870 | -100.0% | Q1 2026 | May 05, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -8,579 | -100.0% | Q1 2026 | May 15, 2026 |
| Bravias Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -8,232 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Livet Wealth, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -7,297 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Closed out | 0 | 0 | — | 0.02% | — | -6,779 | -100.0% | Q1 2026 | Apr 20, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Closed out | 0 | 0 | — | 0.35% | — | -6,738 | -100.0% | Q1 2026 | May 11, 2026 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.03% | — | -5,957 | -100.0% | Q1 2026 | May 07, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,608 | -100.0% | Q1 2026 | May 14, 2026 |
| CFC Planning Co LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -5,527 | -100.0% | Q1 2026 | Apr 24, 2026 |
| COMMONS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -5,419 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,148 | -100.0% | Q1 2026 | May 01, 2026 |
| Jacobs Equity LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -4,963 | -100.0% | Q1 2026 | May 14, 2026 |
| Larry Mathis Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -4,761 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,683 | -100.0% | Q1 2026 | May 07, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,363 | -100.0% | Q1 2026 | Apr 08, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,307 | -100.0% | Q1 2026 | May 14, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -4,125 | -100.0% | Q1 2026 | May 15, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.06% | — | -4,103 | -100.0% | Q1 2026 | May 05, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,085 | -100.0% | Q1 2026 | May 12, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,923 | -100.0% | Q1 2026 | May 18, 2026 |
| Hixon Zuercher, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,908 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,836 | -100.0% | Q1 2026 | May 12, 2026 |
| NerdWallet Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,524 | -100.0% | Q1 2026 | May 05, 2026 |
| Heritage Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -3,331 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Fjell Capital, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -3,319 | -100.0% | Q1 2026 | Apr 15, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,219 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Nadler Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,214 | -100.0% | Q1 2026 | May 04, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,090 | -100.0% | Q1 2026 | May 15, 2026 |
| Rubicon Advisors, GP | History | Closed out | 0 | 0 | — | 0.2% | — | -2,919 | -100.0% | Q1 2026 | May 14, 2026 |
| Belleair Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -2,867 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,851 | -100.0% | Q1 2026 | May 11, 2026 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,828 | -100.0% | Q1 2026 | Apr 22, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,817 | -100.0% | Q1 2026 | Apr 17, 2026 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -2,812 | -100.0% | Q1 2026 | May 06, 2026 |
| Golden Reserve Retirement LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,787 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -2,785 | -100.0% | Q1 2026 | May 06, 2026 |
| Patten Group, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,740 | -100.0% | Q1 2026 | Apr 24, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,715 | -100.0% | Q1 2026 | Apr 24, 2026 |
| High Probability Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,698 | -100.0% | Q1 2026 | Apr 10, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Closed out | 0 | 0 | — | 0.23% | — | -1,429 | -100.0% | Q1 2026 | May 15, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -798 | -100.0% | Q1 2026 | May 19, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -740 | -100.0% | Q1 2026 | May 01, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -466 | -100.0% | Q1 2026 | May 01, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -462 | -100.0% | Q1 2026 | May 14, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -445 | -100.0% | Q1 2026 | Apr 29, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 3 | 0 | — | 0.04% | — | -416 | -99.28% | Q1 2026 | Apr 29, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -378 | -100.0% | Q1 2026 | May 13, 2026 |
| Sunrise Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -294 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -292 | -100.0% | Q1 2026 | May 11, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -265 | -100.0% | Q1 2026 | May 15, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 04, 2026 |
| Piscataqua Savings Bank | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 10, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 11, 2026 |
| Tradewinds Capital Management, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 13, 2026 |
| Salomon & Ludwin, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 11, 2026 |
| Portus Wealth Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 22, 2026 |
| Capital Advisor Network LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 13, 2026 |
| Ulland Investment Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 27, 2026 |
| Cheviot Value Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PFS Partners, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Valued Wealth Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BIRCHBROOK, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |