VANGUARD WHITEHALL FUNDS - VYM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,758,401 | 1,889,519 | 0.14% | 0.13% | 1 | +229,521 | 1.83% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 10,354,566 | 1,533,511 | 0.09% | 0.09% | 2 | +151,570 | 1.49% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 7,617,263 | 1,128,116 | 0.35% | 0.34% | 3 | -102,743 | -1.33% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 6,759,886 | 1,001,139 | 0.27% | 0.27% | 4 | -60,233 | -0.88% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,091,191 | 902,105 | 0.17% | 0.14% | 5 | +584,934 | 10.62% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,454,000 | 793,447 | 0.05% | 0.05% | 6 | +90,998 | 1.7% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 3,839,152 | 568,578 | 0.39% | 0.37% | 7 | +220,398 | 6.09% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 3,722,386 | 551,285 | 0.08% | 0.07% | 8 | +844,133 | 29.33% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,667,871 | 543,359 | 0.13% | 0.14% | 9 | -519,970 | -12.42% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,451,729 | 511,201 | 0.14% | 0.15% | 10 | +967 | 0.03% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,985,657 | 435,145 | 0.21% | 0.23% | 11 | +390,373 | 15.04% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 2,706,655 | 400,855 | 0.59% | 0.57% | 12 | -45,072 | -1.64% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 2,699,936 | 399,860 | 0.43% | 0.41% | 13 | +54,785 | 2.07% | Q1 2026 | May 13, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 2,837,108 | 398,642 | 0.81% | 0.67% | 14 | +1,418,554 | 100.0% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,476,663 | 366,794 | 0.06% | 0.06% | 15 | -14,967 | -0.6% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,392,901 | 354,388 | 0.5% | 0.45% | 16 | +18,527 | 0.78% | Q1 2026 | Apr 27, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 2,229,005 | 330,115 | 2.8% | 2.67% | 17 | -85,906 | -3.71% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,949,873 | 288,776 | 0.71% | 0.63% | 18 | +36,434 | 1.9% | Q1 2026 | Apr 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,860,644 | 275,561 | 0.03% | 0.03% | 19 | -9,256 | -0.49% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Reduced | 1,463,217 | 216,702 | 2.3% | 2.29% | 20 | -42,033 | -2.79% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,455,190 | 215,522 | 0.23% | 0.22% | 21 | +34,835 | 2.45% | Q1 2026 | May 05, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,399,111 | 207,208 | 0.82% | 0.77% | 22 | +1,004 | 0.07% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,384,842 | 205,149 | 0.3% | 0.31% | 23 | -70,244 | -4.83% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,375,466 | 203,707 | 0.19% | 0.19% | 24 | -91,202 | -6.22% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,274,000 | 188,679 | 0.02% | 0.02% | 25 | +182,000 | 16.67% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,260,883 | 186,736 | 0.71% | 0.65% | 26 | +165,083 | 15.07% | Q1 2026 | Apr 30, 2026 |
| Howard Capital Management Inc. | History | No change | 1,132,957 | 167,790 | 2.74% | 2.1% | 27 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,090,112 | 161,446 | 0.42% | 0.41% | 28 | -118 | -0.01% | Q1 2026 | Apr 30, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 1,040,153 | 154,046 | 5.11% | 4.87% | 29 | +12,357 | 1.2% | Q1 2026 | Apr 22, 2026 |
| Auto-Owners Insurance Co | History | No change | 1,035,700 | 153,387 | 3.21% | 3.12% | 30 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 955,524 | 141,513 | 0.22% | 0.21% | 31 | +26,651 | 2.87% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 942,329 | 139,558 | 0.19% | 0.18% | 32 | +7,179 | 0.77% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 913,105 | 135,230 | 0.08% | 0.07% | 33 | +4,105 | 0.45% | Q1 2026 | May 08, 2026 |
| Wharton Business Group, LLC | History | Reduced | 889,433 | 131,685 | 4.97% | 4.87% | 34 | -3,034 | -0.34% | Q1 2026 | May 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 868,479 | 128,621 | 0.78% | 0.73% | 35 | +39,369 | 4.75% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 856,648 | 126,859 | 0.22% | 0.22% | 36 | +36,399 | 4.44% | Q1 2026 | May 14, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 789,676 | 116,951 | 3.27% | 3.13% | 37 | -533 | -0.07% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 774,708 | 114,746 | 0.16% | 0.16% | 38 | +13,143 | 1.73% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 752,342 | 111,421 | 0.04% | 0.04% | 39 | +43,621 | 6.15% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 749,545 | 111,007 | 0.45% | 0.43% | 40 | +23,701 | 3.27% | Q1 2026 | May 14, 2026 |
| Martel Wealth Advisors LLC | History | Added to | 735,340 | 108,903 | 18.54% | 17.79% | 41 | +9,339 | 1.29% | Q1 2026 | May 01, 2026 |
| One Day In July LLC | History | Added to | 731,082 | 108,273 | 8.67% | 8.3% | 42 | +26,695 | 3.79% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 723,858 | 107,072 | 0.15% | 0.14% | 43 | +657 | 0.09% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 712,500 | 105,521 | 0.01% | 0.01% | 44 | +223,172 | 45.61% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 692,223 | 99,366 | 0.64% | 0.64% | 45 | +38,970 | 5.97% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 662,033 | 98,047 | 0.2% | 0.2% | 46 | -36,017 | -5.16% | Q1 2026 | May 06, 2026 |
| HCR Wealth Advisors | History | Added to | 645,989 | 95,671 | 9.92% | 9.13% | 47 | +3,870 | 0.6% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 627,878 | 92,988 | 1.06% | 1.04% | 48 | -11,306 | -1.77% | Q1 2026 | Apr 28, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 586,809 | 86,906 | 10.82% | 8.81% | 49 | +85,485 | 17.05% | Q1 2026 | Apr 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 586,333 | 86,835 | 2.38% | 2.15% | 50 | +3,533 | 0.61% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 583,072 | 86,303 | 0.1% | 0.1% | 51 | +13,104 | 2.3% | Q1 2026 | May 13, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 559,760 | 82,900 | 14.89% | 14.26% | 52 | +9,955 | 1.81% | Q1 2026 | Apr 29, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 552,464 | 81,819 | 1.32% | 1.17% | 53 | +156,199 | 39.42% | Q1 2026 | Apr 21, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 550,774 | 81,569 | 1.05% | 1.0% | 54 | +6,845 | 1.26% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Wealth | History | Added to | 527,222 | 78,107 | 0.09% | 0.09% | 55 | +5,939 | 1.14% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 522,526 | 77,386 | 0.21% | 0.22% | 56 | -104,611 | -16.68% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 516,733 | 76,528 | 0.39% | 0.38% | 57 | +36,452 | 7.59% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 501,305 | 74,243 | 0.04% | 0.05% | 58 | -199,623 | -28.48% | Q1 2026 | May 12, 2026 |
| Arlington Trust Co LLC | History | Added to | 457,412 | 67,742 | 5.97% | 6.36% | 59 | +22,776 | 5.24% | Q1 2026 | Apr 08, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 2,909,177 | 67,131 | 5.03% | 6.11% | 60 | -69,326 | -2.33% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 439,845 | 65,140 | 0.03% | 0.03% | 61 | +22,783 | 5.46% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 437,000 | 64,719 | 0.48% | 0.4% | 62 | +94,199 | 27.48% | Q1 2026 | May 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 421,193 | 62,378 | 2.69% | 1.9% | 63 | +102,237 | 32.05% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 396,945 | 58,787 | 1.14% | 0.9% | 64 | +77,546 | 24.28% | Q1 2026 | Apr 14, 2026 |
| Smithfield Trust Co | History | Added to | 396,206 | 58,662 | 2.55% | 2.48% | 65 | +5,697 | 1.46% | Q1 2026 | May 08, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 383,007 | 56,723 | 7.87% | 9.45% | 66 | -88,831 | -18.83% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 382,664 | 56,672 | 0.27% | 0.25% | 67 | +5,780 | 1.53% | Q1 2026 | Apr 24, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 373,493 | 56,145 | 0.98% | 0.96% | 68 | +2,265 | 0.61% | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | Added to | 376,906 | 55,819 | 2.18% | 1.91% | 69 | +39,628 | 11.75% | Q1 2026 | Apr 10, 2026 |
| COMMERCE BANK | History | Added to | 368,959 | 54,642 | 0.26% | 0.12% | 70 | +212,318 | 135.54% | Q1 2026 | May 11, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 353,720 | 52,385 | 4.96% | 4.73% | 71 | +8,164 | 2.36% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 345,677 | 51,194 | 0.03% | 0.03% | 72 | +22,587 | 6.99% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 345,479 | 51,168 | 0.1% | 0.1% | 73 | -147,712 | -29.95% | Q1 2026 | Apr 08, 2026 |
| FMR LLC | History | Added to | 345,410 | 51,155 | 0.0% | 0.0% | 74 | +49,700 | 16.81% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 335,331 | 49,662 | 0.27% | 0.23% | 75 | +37,928 | 12.75% | Q1 2026 | Apr 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 332,863 | 49,297 | 0.37% | 0.36% | 76 | +5,475 | 1.67% | Q1 2026 | May 12, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 331,376 | 49,076 | 11.27% | 11.16% | 77 | +4,386 | 1.34% | Q1 2026 | Apr 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 330,577 | 48,958 | 0.18% | 0.14% | 78 | +51,150 | 18.31% | Q1 2026 | Apr 24, 2026 |
| Zhang Financial LLC | History | Added to | 329,681 | 48,825 | 1.69% | 1.68% | 79 | +15,633 | 4.98% | Q1 2026 | May 06, 2026 |
| Operose Advisors LLC | History | Reduced | 327,542 | 48,509 | 11.25% | 11.39% | 80 | -13,139 | -3.86% | Q1 2026 | May 12, 2026 |
| Round Rock Advisors LLC | History | Added to | 312,896 | 46,339 | 7.09% | 6.64% | 81 | +5,263 | 1.71% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 306,905 | 45,452 | 3.11% | 3.01% | 82 | +1,936 | 0.63% | Q1 2026 | Apr 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 303,736 | 44,983 | 0.49% | 0.45% | 83 | +14,545 | 5.03% | Q1 2026 | May 13, 2026 |
| Twele Capital Management, Inc. | History | Reduced | 298,225 | 44,167 | 7.87% | 7.66% | 84 | -546 | -0.18% | Q1 2026 | Apr 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 290,905 | 43,083 | 0.32% | 0.32% | 85 | +12,426 | 4.46% | Q1 2026 | Apr 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 290,128 | 42,968 | 0.04% | 0.04% | 86 | +9,132 | 3.25% | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | Reduced | 275,353 | 42,709 | 0.63% | 0.82% | 87 | -14,090 | -4.87% | Q1 2026 | Apr 20, 2026 |
| M&T BANK CORP | History | Reduced | 282,076 | 41,775 | 0.14% | 0.14% | 88 | -29,075 | -9.34% | Q1 2026 | May 12, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 268,922 | 39,827 | 3.47% | 3.54% | 89 | +1,118 | 0.42% | Q1 2026 | Apr 07, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Reduced | 268,772 | 39,805 | 13.37% | 12.71% | 90 | -1,932 | -0.71% | Q1 2026 | Apr 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 267,243 | 39,578 | 0.21% | 0.23% | 91 | +37,806 | 16.48% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 263,015 | 38,952 | 0.46% | 0.43% | 92 | +18,683 | 7.65% | Q1 2026 | May 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 258,466 | 38,279 | 0.12% | 0.11% | 93 | -2,361 | -0.91% | Q1 2026 | May 13, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Added to | 257,625 | 38,154 | 4.85% | 4.71% | 94 | +6,685 | 2.66% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 248,838 | 36,852 | 7.97% | 4.69% | 95 | +97,991 | 64.96% | Q1 2026 | May 12, 2026 |
| Human Investing LLC | History | Added to | 247,921 | 36,716 | 5.35% | 5.0% | 96 | +1,458 | 0.59% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 247,703 | 36,684 | 0.2% | 0.19% | 97 | +3,863 | 1.58% | Q1 2026 | May 05, 2026 |
| Crews Bank & Trust | History | Reduced | 246,335 | 36,482 | 5.29% | 5.09% | 98 | -1,730 | -0.7% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 239,077 | 35,407 | 1.27% | 1.16% | 99 | +6,832 | 2.94% | Q1 2026 | Apr 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 238,986 | 35,393 | 0.58% | 0.57% | 100 | +33,755 | 16.45% | Q1 2026 | May 18, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 236,843 | 35,076 | 0.06% | 0.01% | 101 | +218,605 | 1198.62% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 232,282 | 34,400 | 0.27% | 0.3% | 102 | +55,449 | 31.36% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 228,477 | 33,837 | 0.04% | 0.04% | 103 | +19,596 | 9.38% | Q1 2026 | May 14, 2026 |
| Forum Private Client Group LLC | History | Added to | 225,753 | 33,443 | 11.15% | 10.85% | 104 | +3,915 | 1.76% | Q1 2026 | May 13, 2026 |
| Wolff Financial Management LLC | History | Added to | 224,100 | 33,189 | 7.33% | 7.11% | 105 | +3,835 | 1.74% | Q1 2026 | Apr 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 223,273 | 33,066 | 0.01% | 0.0% | 106 | +181,007 | 428.26% | Q1 2026 | May 13, 2026 |
| WASHINGTON TRUST Co | History | Added to | 223,260 | 33,064 | 1.12% | 1.02% | 107 | +4,745 | 2.17% | Q1 2026 | Apr 06, 2026 |
| Venture Visionary Partners LLC | History | Added to | 223,217 | 33,058 | 1.1% | 1.04% | 108 | +2,411 | 1.09% | Q1 2026 | May 14, 2026 |
| DAGCO, INC. | History | Added to | 217,792 | 32,254 | 6.99% | 7.01% | 109 | +6,351 | 3.0% | Q1 2026 | Apr 20, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 217,294 | 32,181 | 0.54% | 0.53% | 110 | -3,165 | -1.44% | Q1 2026 | Apr 21, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 214,837 | 31,817 | 0.21% | 0.2% | 111 | -1,119 | -0.52% | Q1 2026 | May 05, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 213,802 | 31,664 | 7.34% | 7.21% | 112 | +332 | 0.16% | Q1 2026 | May 06, 2026 |
| Focused Wealth Management, Inc | History | Added to | 212,958 | 31,539 | 3.27% | 3.18% | 113 | +624 | 0.29% | Q1 2026 | Apr 20, 2026 |
| GSG Advisors LLC | History | Added to | 212,775 | 31,511 | 8.18% | 7.84% | 114 | +1,088 | 0.51% | Q1 2026 | May 13, 2026 |
| Opus Capital Group, LLC | History | Added to | 212,349 | 31,449 | 3.38% | 3.28% | 115 | +1,376 | 0.65% | Q1 2026 | Apr 30, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 211,759 | 31,361 | 3.99% | 4.01% | 116 | -1,703 | -0.8% | Q1 2026 | Apr 16, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 211,254 | 31,287 | 11.61% | 5.89% | 117 | +108,264 | 105.12% | Q1 2026 | Apr 15, 2026 |
| BANK OF HAWAII | History | Reduced | 210,758 | 31,213 | 1.63% | 1.5% | 118 | -935 | -0.44% | Q1 2026 | May 14, 2026 |
| DeDora Capital, Inc. | History | Reduced | 210,147 | 31,122 | 7.63% | 7.28% | 119 | -4,118 | -1.92% | Q1 2026 | Apr 27, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 205,856 | 30,487 | 15.26% | 14.93% | 120 | +4,417 | 2.19% | Q1 2026 | Apr 27, 2026 |
| REBALANCE, LLC | History | Added to | 199,088 | 29,484 | 1.71% | 1.61% | 121 | +7,507 | 3.92% | Q1 2026 | May 11, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 198,052 | 29,331 | 2.66% | 2.98% | 122 | -32,105 | -13.95% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Added to | 198,049 | 29,330 | 0.63% | 0.61% | 123 | +967 | 0.49% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 198,037 | 29,329 | 0.05% | 0.05% | 124 | +11,358 | 6.08% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 204,322 | 29,324 | 0.12% | 0.12% | 125 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Added to | 197,241 | 29,215 | 0.14% | 0.15% | 126 | +3,236 | 1.67% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 195,769 | 28,993 | 0.26% | 0.27% | 127 | +47,225 | 31.79% | Q1 2026 | May 06, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 200,033 | 28,707 | 2.96% | 2.96% | 128 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 191,212 | 28,318 | 13.69% | — | 129 | +191,212 | New | Q1 2026 | May 14, 2026 |
| FineMark National Bank & Trust | History | No change | 196,748 | 28,237 | 0.88% | 0.88% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 189,823 | 28,112 | 4.72% | 4.71% | 131 | -1,598 | -0.83% | Q1 2026 | Apr 14, 2026 |
| Investment Advisory Group, LLC | History | Added to | 187,912 | 27,829 | 7.07% | 6.87% | 132 | +1,867 | 1.0% | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 184,699 | 27,353 | 0.08% | 0.06% | 133 | +23,400 | 14.51% | Q1 2026 | May 08, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 184,342 | 27,301 | 0.08% | 0.07% | 134 | +2,144 | 1.18% | Q1 2026 | May 15, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 182,505 | 27,028 | 3.64% | 3.54% | 135 | -1,415 | -0.77% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 181,131 | 26,825 | 0.21% | 0.19% | 136 | +6,534 | 3.74% | Q1 2026 | May 14, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 181,034 | 26,811 | 2.79% | 2.75% | 137 | +58 | 0.03% | Q1 2026 | Apr 08, 2026 |
| Steele Capital Management, Inc. | History | Added to | 180,206 | 26,688 | 1.11% | 0.84% | 138 | +43,696 | 32.01% | Q1 2026 | Apr 29, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 179,036 | 26,515 | 10.65% | 10.48% | 139 | -18,532 | -9.38% | Q1 2026 | Apr 13, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 178,093 | 26,375 | 8.24% | 7.76% | 140 | +7,456 | 4.37% | Q1 2026 | Apr 10, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 175,685 | 26,018 | 2.6% | 2.88% | 141 | -25,878 | -12.84% | Q1 2026 | Apr 30, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 175,457 | 25,985 | 1.58% | 1.53% | 142 | +1,827 | 1.05% | Q1 2026 | May 14, 2026 |
| Avion Wealth | History | Added to | 174,887 | 25,900 | 5.35% | 5.17% | 143 | +3,065 | 1.78% | Q1 2026 | May 01, 2026 |
| Essex Financial Services, Inc. | History | Added to | 171,583 | 25,411 | 1.43% | 1.39% | 144 | +987 | 0.58% | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Reduced | 169,422 | 25,091 | 0.52% | 0.56% | 145 | -4,128 | -2.38% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 167,178 | 24,733 | 0.23% | 0.06% | 146 | +127,724 | 323.73% | Q1 2026 | Apr 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 166,426 | 24,647 | 0.0% | 0.0% | 147 | +3,162 | 1.94% | Q1 2026 | May 14, 2026 |
| Oak Harvest Investment Services | History | Reduced | 166,381 | 24,640 | 2.57% | 2.87% | 148 | -16,878 | -9.21% | Q1 2026 | Apr 22, 2026 |
| Allen Investment Management, LLC | History | Added to | 164,208 | 24,319 | 0.3% | 0.16% | 149 | +62,412 | 61.31% | Q1 2026 | May 07, 2026 |
| Piedmont Capital Management, LLC | History | Reduced | 163,823 | 24,302 | 12.36% | 12.03% | 150 | -470 | -0.29% | Q1 2026 | May 15, 2026 |
| Annandale Capital, LLC | History | Reduced | 163,987 | 24,286 | 3.43% | 2.87% | 151 | -4,530 | -2.69% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 163,633 | 24,234 | 0.26% | 0.3% | 152 | -17,165 | -9.49% | Q1 2026 | Apr 20, 2026 |
| Montis Financial, LLC | History | Reduced | 163,039 | 24,146 | 4.99% | 4.86% | 153 | -8,207 | -4.79% | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | Added to | 162,017 | 23,994 | 3.68% | 3.58% | 154 | +6,232 | 4.0% | Q1 2026 | May 04, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 161,375 | 23,899 | 6.53% | 6.41% | 155 | -7,344 | -4.35% | Q1 2026 | May 13, 2026 |
| Ariston Services Group | History | Closed out | 0 | 23,454 | 14.03% | 13.29% | 156 | -157,818 | -100.0% | Q1 2026 | Apr 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 157,470 | 23,321 | 1.29% | 1.23% | 157 | +4,404 | 2.88% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 155,660 | 23,053 | 0.0% | 0.0% | 158 | +10,845 | 7.49% | Q1 2026 | May 05, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 155,197 | 22,984 | 4.52% | 4.38% | 159 | +1,272 | 0.83% | Q1 2026 | May 11, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 155,078 | 22,967 | 3.21% | 3.19% | 160 | -11,767 | -7.05% | Q1 2026 | Apr 13, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 156,215 | 22,420 | 4.22% | 4.22% | 161 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Decker Wealth Management LLC | History | Added to | 151,032 | 22,367 | 5.07% | 4.63% | 162 | +4,009 | 2.73% | Q1 2026 | May 06, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 149,535 | 22,146 | 0.0% | 0.0% | 163 | +113,770 | 318.1% | Q1 2026 | May 15, 2026 |
| Ballast, Inc. | History | Added to | 149,339 | 22,117 | 5.12% | 4.86% | 164 | +4,562 | 3.15% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 147,764 | 21,883 | 0.28% | 0.26% | 165 | +24,463 | 19.84% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 145,206 | 21,505 | 0.04% | 0.04% | 166 | +3,392 | 2.39% | Q1 2026 | May 14, 2026 |
| Financial Perspectives, Inc | History | Added to | 145,107 | 21,490 | 6.0% | 5.58% | 167 | +795 | 0.55% | Q1 2026 | May 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 145,060 | 21,483 | 0.67% | 0.66% | 168 | -238 | -0.16% | Q1 2026 | Apr 27, 2026 |
| Cresset Asset Management, LLC | History | Added to | 139,297 | 20,629 | 0.09% | 0.07% | 169 | +25,343 | 22.24% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 139,085 | 20,598 | 0.03% | 0.03% | 170 | +8,431 | 6.45% | Q1 2026 | May 13, 2026 |
| Northside Capital Management, LLC | History | No change | 138,090 | 20,451 | 1.8% | 1.72% | 171 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| NOVEM GROUP | History | Added to | 137,293 | 20,333 | 2.33% | 0.2% | 172 | +125,410 | 1055.37% | Q1 2026 | Apr 10, 2026 |
| BESSEMER GROUP INC | History | Added to | 136,981 | 20,287 | 0.03% | 0.03% | 173 | +1,605 | 1.19% | Q1 2026 | May 06, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 136,948 | 20,281 | 0.16% | 0.15% | 174 | +4,862 | 3.68% | Q1 2026 | May 01, 2026 |
| PFG Advisors | History | Added to | 136,721 | 20,248 | 0.99% | 0.89% | 175 | +8,605 | 6.72% | Q1 2026 | May 05, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 136,372 | 20,196 | 0.59% | 0.53% | 176 | -235 | -0.17% | Q1 2026 | Apr 10, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 135,891 | 20,125 | 0.69% | 0.71% | 177 | -13,280 | -8.9% | Q1 2026 | May 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 135,661 | 20,091 | 0.5% | 0.49% | 178 | -1,205 | -0.88% | Q1 2026 | Apr 29, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 134,484 | 19,917 | 2.36% | 2.34% | 179 | -869 | -0.64% | Q1 2026 | Apr 17, 2026 |
| Independent Advisor Alliance | History | Added to | 133,757 | 19,809 | 0.21% | 0.09% | 180 | +108,467 | 428.89% | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 131,649 | 19,497 | 1.0% | 1.04% | 181 | -6,167 | -4.47% | Q1 2026 | Apr 15, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 131,531 | 19,481 | 1.74% | 1.72% | 182 | -1,569 | -1.18% | Q1 2026 | May 11, 2026 |
| Penserra Capital Management LLC | History | Added to | 130,497 | 19,326 | 0.23% | 0.2% | 183 | +11,096 | 9.29% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 130,154 | 19,275 | 1.0% | 1.08% | 184 | -11,578 | -8.17% | Q1 2026 | Apr 17, 2026 |
| Procyon Advisors, LLC | History | Added to | 128,075 | 18,967 | 0.93% | 0.82% | 185 | +11,985 | 10.32% | Q1 2026 | May 04, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 125,305 | 18,557 | 0.53% | 0.62% | 186 | -13,348 | -9.63% | Q1 2026 | Apr 09, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 124,693 | 18,467 | 0.43% | — | 187 | +124,693 | New | Q1 2026 | Apr 27, 2026 |
| Brookstone Capital Management | History | Added to | 124,575 | 18,449 | 0.21% | 0.16% | 188 | +27,442 | 28.25% | Q1 2026 | Apr 16, 2026 |
| Tepp RIA, LLC | History | Added to | 124,149 | 18,386 | 14.4% | 15.47% | 189 | +15,218 | 13.97% | Q1 2026 | Apr 22, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 124,006 | 18,365 | 1.18% | 1.12% | 190 | -39 | -0.03% | Q1 2026 | May 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 123,124 | 18,234 | 0.99% | 0.97% | 191 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 122,539 | 18,148 | 0.71% | 0.18% | 192 | +110,973 | 959.48% | Q1 2026 | May 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 122,179 | 18,094 | 0.88% | 0.98% | 193 | -19,224 | -13.6% | Q1 2026 | May 04, 2026 |
| Iron Gate Global Advisors LLC | History | Added to | 122,013 | 18,070 | 1.91% | 1.66% | 194 | +9,080 | 8.04% | Q1 2026 | May 15, 2026 |
| Arkos Global Advisors | History | Added to | 121,968 | 18,063 | 2.27% | 2.21% | 195 | +1,576 | 1.31% | Q1 2026 | May 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 122,895 | 17,637 | 5.13% | 5.13% | 196 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AF Advisors, Inc. | History | No change | 118,864 | 17,603 | 9.73% | 6.48% | 197 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Unison Advisors LLC | History | Added to | 118,758 | 17,588 | 1.33% | 1.49% | 198 | +25 | 0.02% | Q1 2026 | Apr 28, 2026 |
| Certified Advisory Corp | History | Added to | 117,763 | 17,440 | 1.56% | 1.53% | 199 | +413 | 0.35% | Q1 2026 | Apr 17, 2026 |
| Mittelman Wealth Management | History | Reduced | 117,650 | 17,423 | 10.86% | 11.26% | 200 | -3,067 | -2.54% | Q1 2026 | May 15, 2026 |
| Reality Financial Planning Services, LLC | History | Reduced | 117,640 | 17,422 | 16.81% | 16.22% | 201 | -398 | -0.34% | Q1 2026 | Apr 24, 2026 |
| Hardy Reed LLC | History | Reduced | 117,628 | 17,420 | 1.27% | 1.24% | 202 | -3,219 | -2.66% | Q1 2026 | Apr 28, 2026 |
| Juno Financial Group LLC | History | Added to | 117,434 | 17,391 | 6.82% | 6.59% | 203 | +2,764 | 2.41% | Q1 2026 | May 06, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 116,018 | 17,182 | 3.36% | 2.66% | 204 | +18,828 | 19.37% | Q1 2026 | Apr 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 115,669 | 17,130 | 1.37% | 1.31% | 205 | -2,201 | -1.87% | Q1 2026 | May 13, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 113,556 | 16,817 | 0.96% | 0.96% | 206 | -5,392 | -4.53% | Q1 2026 | May 07, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 109,477 | 16,763 | 9.49% | 9.36% | 207 | +3,491 | 3.29% | Q1 2026 | Apr 17, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 112,660 | 16,685 | 7.02% | 7.01% | 208 | +785 | 0.7% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 112,497 | 16,660 | 0.0% | 0.0% | 209 | -33,003 | -22.68% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 109,257 | 16,180 | 0.09% | 0.09% | 210 | +603 | 0.55% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 108,356 | 16,047 | 0.22% | 0.21% | 211 | +8,356 | 8.36% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 108,296 | 16,038 | 0.08% | 0.09% | 212 | -9,275 | -7.89% | Q1 2026 | May 14, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 107,802 | 15,965 | 2.52% | 2.1% | 213 | +7,874 | 7.88% | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 107,116 | 15,863 | 0.12% | 0.11% | 214 | -99 | -0.09% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Added to | 105,602 | 15,639 | 0.0% | 0.0% | 215 | +15,957 | 17.8% | Q1 2026 | May 13, 2026 |
| SWAN Capital LLC | History | Added to | 105,343 | 15,601 | 5.73% | 4.83% | 216 | +18,743 | 21.64% | Q1 2026 | May 14, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 104,703 | 15,506 | 4.54% | 4.45% | 217 | +2,857 | 2.81% | Q1 2026 | Apr 22, 2026 |
| CENTRAL TRUST Co | History | Reduced | 104,591 | 15,489 | 0.3% | 0.32% | 218 | -8,919 | -7.86% | Q1 2026 | Apr 17, 2026 |
| HOWE & RUSLING INC | History | Reduced | 104,213 | 15,433 | 1.01% | 1.4% | 219 | -43,299 | -29.35% | Q1 2026 | Apr 28, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 104,118 | 15,419 | 1.41% | 1.27% | 220 | +5,494 | 5.57% | Q1 2026 | Apr 22, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 104,004 | 15,403 | 3.59% | 3.4% | 221 | +1,081 | 1.05% | Q1 2026 | Apr 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 103,642 | 15,349 | 0.98% | 0.96% | 222 | -1,855 | -1.76% | Q1 2026 | Apr 14, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 102,764 | 15,219 | 1.07% | 1.01% | 223 | +708 | 0.69% | Q1 2026 | May 14, 2026 |
| Causey Wealth LLC | History | Added to | 102,576 | 15,191 | 6.45% | 7.07% | 224 | +1,623 | 1.61% | Q1 2026 | May 12, 2026 |
| HEADINVEST, LLC | History | Added to | 102,373 | 15,161 | 3.11% | 2.91% | 225 | +367 | 0.36% | Q1 2026 | May 15, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 102,033 | 15,111 | 0.71% | 0.67% | 226 | +4,578 | 4.7% | Q1 2026 | May 15, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 101,379 | 15,014 | 4.48% | 4.36% | 227 | +141 | 0.14% | Q1 2026 | May 05, 2026 |
| FIRST HORIZON CORP | History | Reduced | 100,573 | 14,894 | 0.62% | 0.77% | 228 | -20,162 | -16.7% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 100,459 | 14,878 | 0.23% | 0.19% | 229 | +35,256 | 54.07% | Q1 2026 | May 15, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 100,404 | 14,869 | 2.0% | 1.93% | 230 | +1,901 | 1.93% | Q1 2026 | Apr 08, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 97,919 | 14,501 | 2.58% | 2.5% | 231 | +3,724 | 3.95% | Q1 2026 | Apr 22, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 97,674 | 14,466 | 0.19% | 0.18% | 232 | -790 | -0.8% | Q1 2026 | May 15, 2026 |
| Pointe Capital Management LLC | History | Reduced | 97,516 | 14,442 | 7.15% | 7.0% | 233 | -862 | -0.88% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 97,193 | 14,394 | 0.02% | 0.02% | 234 | -1,983 | -2.0% | Q1 2026 | May 15, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Reduced | 97,002 | 14,351 | 2.55% | 2.28% | 235 | -88 | -0.09% | Q1 2026 | May 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 96,652 | 14,313 | 0.09% | 0.08% | 236 | +5,246 | 5.74% | Q1 2026 | May 15, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 96,476 | 14,288 | 4.02% | 3.78% | 237 | +7,710 | 8.69% | Q1 2026 | Apr 22, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 94,834 | 14,045 | 1.16% | 1.17% | 238 | -2,731 | -2.8% | Q1 2026 | May 14, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 91,873 | 14,026 | 6.29% | 6.13% | 239 | -913 | -0.98% | Q1 2026 | Apr 13, 2026 |
| Curran Financial Partners, LLC | History | Added to | 94,578 | 14,007 | 2.51% | 1.38% | 240 | +43,763 | 86.12% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 94,078 | 13,932 | 3.82% | 3.68% | 241 | +5,639 | 6.38% | Q1 2026 | May 13, 2026 |
| Private Advisory Group LLC | History | Reduced | 93,691 | 13,875 | 0.91% | 1.13% | 242 | -7,116 | -7.06% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 93,169 | 13,798 | 0.11% | 0.15% | 243 | -27,541 | -22.82% | Q1 2026 | Apr 07, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 93,008 | 13,774 | 2.16% | 2.26% | 244 | -5,262 | -5.35% | Q1 2026 | May 01, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 92,205 | 13,655 | 5.79% | 4.23% | 245 | +24,808 | 36.81% | Q1 2026 | May 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 91,306 | 13,522 | 2.86% | 2.79% | 246 | -750 | -0.81% | Q1 2026 | May 05, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 91,088 | 13,490 | 0.06% | 0.04% | 247 | -7,392 | -7.51% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 93,247 | 13,382 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gross & Hartman Investments LLC | History | Added to | 90,185 | 13,356 | 6.94% | 6.67% | 249 | +8,591 | 10.53% | Q1 2026 | May 15, 2026 |
| Grandview Asset Management LLC | History | Reduced | 88,704 | 13,173 | 3.86% | 3.65% | 250 | -4,093 | -4.41% | Q1 2026 | May 07, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 88,643 | 13,128 | 2.92% | 2.54% | 251 | +7,602 | 9.38% | Q1 2026 | May 21, 2026 |
| WEST BANCORPORATION INC | History | Added to | 88,546 | 13,113 | 6.54% | 5.58% | 252 | +14,406 | 19.43% | Q1 2026 | Apr 23, 2026 |
| HB Wealth Management, LLC | History | Reduced | 87,951 | 13,025 | 0.08% | 0.09% | 253 | -7,039 | -7.41% | Q1 2026 | Apr 27, 2026 |
| NWAM LLC | History | Reduced | 87,793 | 13,002 | 0.75% | 0.71% | 254 | -459 | -0.52% | Q1 2026 | May 04, 2026 |
| truNorth Financial Services, Inc. | History | Added to | 87,598 | 12,973 | 13.42% | 13.28% | 255 | +2,261 | 2.65% | Q1 2026 | May 05, 2026 |
| Stokes Family Office, LLC | History | Reduced | 86,816 | 12,857 | 1.33% | 1.15% | 256 | -698 | -0.8% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 86,095 | 12,750 | 0.06% | 0.05% | 257 | +19,219 | 28.74% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 85,895 | 12,721 | 0.16% | 0.15% | 258 | +218 | 0.25% | Q1 2026 | Apr 28, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 85,725 | 12,695 | 0.29% | 0.33% | 259 | -8,220 | -8.75% | Q1 2026 | May 15, 2026 |
| Elevation Advisory Partners LLC | History | New | 84,976 | 12,627 | 11.79% | — | 260 | +84,976 | New | Q1 2026 | May 08, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 84,688 | 12,542 | 3.29% | 2.76% | 261 | +906 | 1.08% | Q1 2026 | May 11, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 82,719 | 12,250 | 0.64% | 0.67% | 262 | -22,127 | -21.1% | Q1 2026 | Apr 28, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 82,336 | 12,193 | 1.17% | 1.1% | 263 | +2,084 | 2.6% | Q1 2026 | Apr 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 81,500 | 12,070 | 0.02% | 0.01% | 264 | +48,900 | 150.0% | Q1 2026 | May 14, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 81,419 | 12,058 | 3.58% | 3.42% | 265 | +2,373 | 3.0% | Q1 2026 | May 06, 2026 |
| Francis Financial, Inc. | History | Reduced | 81,308 | 12,041 | 2.23% | 3.03% | 266 | -26,805 | -24.79% | Q1 2026 | May 07, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 81,137 | 12,016 | 0.23% | 0.22% | 267 | -995 | -1.21% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 83,348 | 11,962 | 0.21% | 0.21% | 268 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 80,623 | 11,940 | 1.32% | 1.33% | 269 | -2,159 | -2.61% | Q1 2026 | May 11, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 80,547 | 11,929 | 0.14% | 0.13% | 270 | +764 | 0.96% | Q1 2026 | May 15, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 80,547 | 11,929 | 1.15% | 1.08% | 271 | -292 | -0.36% | Q1 2026 | May 06, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 80,425 | 11,910 | 2.88% | 2.62% | 272 | +5,058 | 6.71% | Q1 2026 | May 05, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 79,988 | 11,846 | 1.35% | 1.29% | 273 | +1,020 | 1.29% | Q1 2026 | Apr 21, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Added to | 79,953 | 11,841 | 5.58% | 3.8% | 274 | +12,476 | 18.49% | Q1 2026 | May 13, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 79,907 | 11,834 | 0.53% | 0.49% | 275 | -732 | -0.91% | Q1 2026 | May 11, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 79,793 | 11,817 | 0.36% | 0.03% | 276 | +72,259 | 959.11% | Q1 2026 | Apr 16, 2026 |
| World Investment Advisors | History | Reduced | 79,740 | 11,809 | 0.19% | 0.2% | 277 | -4,832 | -5.71% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 79,689 | 11,802 | 0.13% | 0.15% | 278 | +1,736 | 2.23% | Q1 2026 | May 15, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Added to | 79,492 | 11,772 | 7.19% | 6.58% | 279 | +522 | 0.66% | Q1 2026 | Apr 08, 2026 |
| Kropog Financial Group, LLC | History | Added to | 78,367 | 11,606 | 9.43% | 8.52% | 280 | +1,738 | 2.27% | Q1 2026 | Apr 24, 2026 |
| CITIGROUP INC | History | Added to | 78,136 | 11,571 | 0.0% | 0.0% | 281 | +11,850 | 17.88% | Q1 2026 | May 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 77,423 | 11,466 | 0.37% | 0.19% | 282 | +873 | 1.14% | Q1 2026 | Apr 29, 2026 |
| Beacon Bank & Trust | History | New | 77,292 | 11,446 | 2.35% | — | 283 | +77,292 | New | Q1 2026 | Apr 28, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 76,495 | 11,328 | 1.79% | 2.06% | 284 | -1,327 | -1.71% | Q1 2026 | Apr 17, 2026 |
| AMG National Trust Bank | History | Added to | 76,449 | 11,322 | 0.25% | 0.25% | 285 | +2,599 | 3.52% | Q1 2026 | May 04, 2026 |
| EPG Wealth Management LLC | History | Added to | 75,998 | 11,255 | 3.05% | 2.9% | 286 | +909 | 1.21% | Q1 2026 | May 07, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 75,742 | 11,217 | 1.28% | 1.12% | 287 | +3,351 | 4.63% | Q1 2026 | Apr 10, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 75,650 | 11,203 | 4.69% | 4.85% | 288 | -5,035 | -6.24% | Q1 2026 | Apr 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 74,930 | 11,097 | 0.02% | 0.02% | 289 | +612 | 0.82% | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 74,438 | 11,024 | 0.48% | 0.5% | 290 | +474 | 0.64% | Q1 2026 | Apr 28, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 74,248 | 10,996 | 4.43% | 4.46% | 291 | +1,867 | 2.58% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 74,233 | 10,993 | 0.26% | 0.24% | 292 | +7,283 | 10.88% | Q1 2026 | May 04, 2026 |
| Western Pacific Wealth Management, LP | History | Added to | 74,156 | 10,982 | 11.17% | 10.27% | 293 | +246 | 0.33% | Q1 2026 | Apr 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 73,375 | 10,866 | 0.19% | 0.19% | 294 | -595 | -0.8% | Q1 2026 | May 04, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 73,085 | 10,823 | 2.21% | 2.25% | 295 | -1,426 | -1.91% | Q1 2026 | Apr 20, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 72,813 | 10,783 | 1.96% | 1.78% | 296 | +2,063 | 2.92% | Q1 2026 | May 11, 2026 |
| Granite FO LLC | History | Reduced | 72,511 | 10,738 | 6.35% | 5.77% | 297 | -2,917 | -3.87% | Q1 2026 | May 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 72,420 | 10,725 | 0.3% | 0.28% | 298 | -2,082 | -2.79% | Q1 2026 | Apr 28, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 72,404 | 10,723 | 0.28% | 0.27% | 299 | +49 | 0.07% | Q1 2026 | May 01, 2026 |
| MCF Advisors LLC | History | Added to | 72,337 | 10,713 | 0.47% | 0.1% | 300 | +59,612 | 468.46% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 72,148 | 10,685 | 0.0% | 0.0% | 301 | -2,196 | -2.95% | Q1 2026 | May 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 72,110 | 10,679 | 0.24% | 0.21% | 302 | +5,328 | 7.98% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 71,937 | 10,653 | 0.03% | 0.03% | 303 | +492 | 0.69% | Q1 2026 | May 14, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 71,827 | 10,637 | 2.0% | 1.88% | 304 | +2,899 | 4.21% | Q1 2026 | Apr 13, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 71,472 | 10,585 | 1.21% | 0.94% | 305 | +11,990 | 20.16% | Q1 2026 | Apr 17, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 71,180 | 10,541 | 5.44% | 5.12% | 306 | +336 | 0.47% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Added to | 70,786 | 10,483 | 0.36% | 0.31% | 307 | +7,966 | 12.68% | Q1 2026 | Apr 07, 2026 |
| TBH Global Asset Management, LLC | History | New | 70,433 | 10,431 | 2.1% | — | 308 | +70,433 | New | Q1 2026 | Apr 22, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 70,377 | 10,422 | 0.38% | 0.38% | 309 | -1,125 | -1.57% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 72,144 | 10,354 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 69,205 | 10,249 | 0.01% | — | 311 | +69,205 | New | Q1 2026 | May 12, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 69,125 | 10,237 | 3.78% | 3.57% | 312 | +165 | 0.24% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Added to | 67,559 | 10,005 | 0.28% | 0.27% | 313 | +1,955 | 2.98% | Q1 2026 | May 13, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 67,045 | 9,929 | 4.01% | 3.83% | 314 | +1,118 | 1.7% | Q1 2026 | Apr 29, 2026 |
| IFG Advisors, LLC | History | New | 66,512 | 9,850 | 1.61% | — | 315 | +66,512 | New | Q1 2026 | Apr 09, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 66,178 | 9,800 | 0.6% | 0.61% | 316 | -1,206 | -1.79% | Q1 2026 | May 05, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 65,888 | 9,757 | 1.06% | 1.08% | 317 | -1,729 | -2.56% | Q1 2026 | Apr 24, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 66,829 | 9,736 | 0.97% | 0.72% | 318 | +15,246 | 29.56% | Q1 2026 | May 12, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 65,731 | 9,734 | 2.69% | 2.55% | 319 | -955 | -1.43% | Q1 2026 | May 12, 2026 |
| City State Bank | History | Added to | 65,573 | 9,711 | 2.52% | 2.43% | 320 | +3,828 | 6.2% | Q1 2026 | Apr 20, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 66,532 | 9,693 | 0.3% | 0.29% | 321 | -2,210 | -3.21% | Q1 2026 | May 11, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 65,031 | 9,631 | 1.74% | 1.17% | 322 | +14,196 | 27.93% | Q1 2026 | Apr 29, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 65,036 | 9,631 | 1.62% | 1.71% | 323 | -5,706 | -8.07% | Q1 2026 | Apr 21, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 64,857 | 9,605 | 1.01% | 1.04% | 324 | -2,142 | -3.2% | Q1 2026 | May 04, 2026 |
| Leelyn Smith, LLC | History | Added to | 64,699 | 9,581 | 1.34% | 1.31% | 325 | +1,744 | 2.77% | Q1 2026 | Apr 27, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 64,626 | 9,571 | 2.94% | 2.85% | 326 | -305 | -0.47% | Q1 2026 | Apr 21, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 64,370 | 9,533 | 1.38% | 1.35% | 327 | -976 | -1.49% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 64,175 | 9,505 | 0.25% | 0.28% | 328 | -4,227 | -6.18% | Q1 2026 | May 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 63,819 | 9,451 | 1.97% | 2.05% | 329 | -335 | -0.52% | Q1 2026 | Apr 15, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 63,771 | 9,444 | 2.48% | 2.28% | 330 | +2,198 | 3.57% | Q1 2026 | May 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 63,633 | 9,424 | 0.53% | 0.52% | 331 | +2,633 | 4.32% | Q1 2026 | Apr 30, 2026 |
| Gleason Group, Inc. | History | Added to | 63,323 | 9,378 | 0.93% | 0.89% | 332 | +368 | 0.58% | Q1 2026 | May 04, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 63,029 | 9,334 | 1.31% | 1.78% | 333 | -4,237 | -6.3% | Q1 2026 | Apr 20, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 62,595 | 9,270 | 0.36% | 0.35% | 334 | -2,793 | -4.27% | Q1 2026 | May 12, 2026 |
| Paradigm Capital Management, LLC/NV | History | Added to | 62,420 | 9,244 | 8.47% | 8.22% | 335 | +767 | 1.24% | Q1 2026 | May 05, 2026 |
| Investors Research Corp | History | Added to | 62,358 | 9,235 | 1.76% | 1.56% | 336 | +2,951 | 4.97% | Q1 2026 | Apr 03, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 62,303 | 9,227 | 4.0% | 4.0% | 337 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Adirondack Capital Advisors, LLC | History | Added to | 62,297 | 9,226 | 5.93% | 5.36% | 338 | +6,780 | 12.21% | Q1 2026 | Apr 09, 2026 |
| XML Financial, LLC | History | Added to | 62,172 | 9,207 | 0.74% | 0.71% | 339 | +1,774 | 2.94% | Q1 2026 | Apr 16, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 62,109 | 9,198 | 2.76% | 2.73% | 340 | +243 | 0.39% | Q1 2026 | Apr 29, 2026 |
| Safe Harbor Family Capital, LLC | History | Added to | 62,073 | 9,193 | 7.19% | 6.81% | 341 | +8,100 | 15.01% | Q1 2026 | May 12, 2026 |
| RDA Financial Network | History | Added to | 61,506 | 9,109 | 2.28% | 2.08% | 342 | +1,322 | 2.2% | Q1 2026 | Apr 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 61,276 | 9,074 | 0.2% | 0.21% | 343 | -2,815 | -4.39% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 61,065 | 9,043 | 0.25% | 0.28% | 344 | -9,206 | -13.1% | Q1 2026 | May 04, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 60,934 | 9,024 | 1.03% | 1.01% | 345 | -807 | -1.31% | Q1 2026 | May 01, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 60,898 | 9,018 | 7.36% | 7.11% | 346 | -162 | -0.27% | Q1 2026 | Apr 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 60,791 | 9,003 | 0.55% | 0.54% | 347 | +867 | 1.45% | Q1 2026 | Apr 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 60,702 | 8,989 | 0.61% | 0.59% | 348 | -818 | -1.33% | Q1 2026 | May 06, 2026 |
| PENNEY FINANCIAL, LLC | History | Reduced | 60,660 | 8,983 | 3.45% | 3.37% | 349 | -148 | -0.24% | Q1 2026 | Apr 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 60,454 | 8,953 | 0.11% | 0.11% | 350 | +1,286 | 2.17% | Q1 2026 | Apr 20, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 60,252 | 8,923 | 1.3% | 0.71% | 351 | +28,151 | 87.7% | Q1 2026 | May 14, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 60,117 | 8,903 | 5.49% | 4.89% | 352 | +4,255 | 7.62% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 59,993 | 8,884 | 0.13% | 0.13% | 353 | -972 | -1.59% | Q1 2026 | May 13, 2026 |
| Eagle Strategies LLC | History | Added to | 59,923 | 8,874 | 1.06% | 0.58% | 354 | +28,376 | 89.95% | Q1 2026 | Apr 20, 2026 |
| Vision Retirement, LLC | History | Added to | 59,826 | 8,860 | 2.52% | 2.27% | 355 | +692 | 1.17% | Q1 2026 | May 07, 2026 |
| CHELSEA COUNSEL CO | History | No change | 61,650 | 8,848 | 3.8% | 3.8% | 356 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 59,702 | 8,841 | 1.36% | 1.25% | 357 | +4,633 | 8.41% | Q1 2026 | May 06, 2026 |
| CVA Family Office, LLC | History | Added to | 59,390 | 8,795 | 0.93% | 0.9% | 358 | +4,893 | 8.98% | Q1 2026 | Apr 29, 2026 |
| Apeiron RIA LLC | History | Reduced | 59,101 | 8,752 | 2.03% | 1.86% | 359 | -1,718 | -2.82% | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | Added to | 58,975 | 8,734 | 0.32% | 0.25% | 360 | +20,531 | 53.4% | Q1 2026 | May 19, 2026 |
| Financially in Tune, LLC | History | Added to | 58,813 | 8,710 | 7.49% | 7.51% | 361 | +2,727 | 4.86% | Q1 2026 | Apr 22, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Reduced | 58,308 | 8,635 | 1.01% | 0.93% | 362 | -1,770 | -2.95% | Q1 2026 | May 15, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 58,249 | 8,627 | 1.27% | 1.09% | 363 | +2,446 | 4.38% | Q1 2026 | May 12, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 58,029 | 8,594 | 0.37% | 0.35% | 364 | -115 | -0.2% | Q1 2026 | May 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 57,998 | 8,589 | 0.28% | 0.26% | 365 | +1,738 | 3.09% | Q1 2026 | May 14, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 57,835 | 8,565 | 4.01% | 3.33% | 367 | +8,313 | 16.79% | Q1 2026 | Apr 15, 2026 |
| Evanson Asset Management, LLC | History | Added to | 57,833 | 8,565 | 0.46% | 0.45% | 366 | +254 | 0.44% | Q1 2026 | Apr 08, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 57,656 | 8,538 | 1.97% | 1.85% | 368 | +1,032 | 1.82% | Q1 2026 | Apr 17, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 57,391 | 8,499 | 0.1% | 0.09% | 369 | +3,708 | 6.91% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Reduced | 57,237 | 8,476 | 0.11% | 0.13% | 370 | -8,309 | -12.68% | Q1 2026 | May 15, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 56,975 | 8,438 | 3.05% | 2.92% | 371 | +1,647 | 2.98% | Q1 2026 | May 06, 2026 |
| Squarepoint Ops LLC | History | New | 56,400 | 8,352 | 0.01% | — | 372 | +56,400 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 55,615 | 8,234 | 0.08% | 0.12% | 373 | -9,935 | -15.16% | Q1 2026 | May 13, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 55,527 | 8,223 | 0.43% | 0.44% | 374 | -4,551 | -7.58% | Q1 2026 | Apr 29, 2026 |
| Verity & Verity, LLC | History | Added to | 55,383 | 8,202 | 0.61% | 0.61% | 375 | +960 | 1.76% | Q1 2026 | Apr 15, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Added to | 55,238 | 8,180 | 4.37% | 4.17% | 376 | +37 | 0.07% | Q1 2026 | Apr 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 54,752 | 8,108 | 0.38% | 0.36% | 377 | +3,342 | 6.5% | Q1 2026 | Apr 28, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 54,491 | 8,070 | 1.41% | 1.39% | 378 | -665 | -1.21% | Q1 2026 | Apr 23, 2026 |
| Gotham Asset Management, LLC | History | Added to | 54,486 | 8,069 | 0.02% | 0.02% | 379 | +12,961 | 31.21% | Q1 2026 | May 15, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 54,377 | 8,053 | 6.49% | 5.96% | 380 | +1,060 | 1.99% | Q1 2026 | May 15, 2026 |
| Tide Cove Capital Partners LLC | History | Reduced | 51,610 | 7,985 | 5.43% | 6.97% | 381 | -13,250 | -20.43% | Q1 2026 | Apr 28, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 55,329 | 7,940 | 3.27% | 3.27% | 382 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 53,515 | 7,925 | 0.44% | 0.41% | 383 | -25 | -0.05% | Q1 2026 | May 14, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 53,457 | 7,916 | 1.52% | 1.44% | 384 | +856 | 1.63% | Q1 2026 | May 01, 2026 |
| Vanguard National Trust Co | History | New | 53,255 | 7,887 | 0.5% | — | 385 | +53,255 | New | Q1 2026 | May 08, 2026 |
| OneAscent Financial Services LLC | History | Added to | 52,866 | 7,829 | 0.42% | 0.09% | 386 | +46,208 | 694.02% | Q1 2026 | Apr 21, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 52,752 | 7,812 | 0.09% | 0.09% | 387 | -706 | -1.32% | Q1 2026 | May 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 52,324 | 7,749 | 0.43% | 0.46% | 388 | -4,265 | -7.54% | Q1 2026 | Apr 20, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 52,285 | 7,743 | 3.27% | 3.46% | 389 | -4,872 | -8.52% | Q1 2026 | Apr 15, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 51,985 | 7,698 | 6.61% | 6.67% | 390 | -1,543 | -2.88% | Q1 2026 | Apr 13, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 51,876 | 7,682 | 0.87% | 0.89% | 391 | -2,305 | -4.25% | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 51,859 | 7,680 | 1.44% | 1.42% | 392 | -679 | -1.29% | Q1 2026 | Apr 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 51,543 | 7,633 | 0.04% | 0.05% | 393 | -6,905 | -11.81% | Q1 2026 | Apr 30, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 50,800 | 7,553 | 0.82% | 0.32% | 394 | +35,784 | 238.31% | Q1 2026 | Apr 10, 2026 |
| Midwest Trust Co | History | Reduced | 50,745 | 7,515 | 0.09% | 0.17% | 395 | -46,129 | -47.62% | Q1 2026 | May 01, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 50,667 | 7,503 | 0.28% | 0.37% | 396 | -19,406 | -27.69% | Q1 2026 | May 11, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 50,530 | 7,483 | 1.68% | 1.39% | 397 | +9,368 | 22.76% | Q1 2026 | Apr 22, 2026 |
| Fiduciary Group, LLC | History | Added to | 50,236 | 7,439 | 0.64% | 0.57% | 398 | +3,357 | 7.16% | Q1 2026 | May 11, 2026 |
| MSH Capital Advisors LLC | History | Added to | 50,165 | 7,429 | 1.57% | 1.48% | 399 | +2,032 | 4.22% | Q1 2026 | May 08, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 49,679 | 7,357 | 0.07% | 0.08% | 400 | +1,299 | 2.68% | Q1 2026 | May 12, 2026 |
| CROBAN | History | Added to | 49,433 | 7,320 | 3.44% | 3.2% | 401 | +3,145 | 6.79% | Q1 2026 | May 12, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 49,215 | 7,288 | 1.66% | 1.65% | 402 | -1,762 | -3.46% | Q1 2026 | Apr 15, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 48,896 | 7,241 | 0.79% | 0.83% | 403 | -4 | -0.01% | Q1 2026 | May 11, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 48,650 | 7,205 | 0.74% | 0.72% | 404 | -825 | -1.67% | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 48,615 | 7,199 | 0.17% | 0.14% | 405 | +9,088 | 22.99% | Q1 2026 | May 15, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 46,394 | 7,194 | 1.9% | 2.01% | 406 | -473 | -1.01% | Q1 2026 | Apr 21, 2026 |
| WHITTIER TRUST CO | History | Reduced | 48,316 | 7,184 | 0.08% | 0.08% | 407 | -2,641 | -5.18% | Q1 2026 | Apr 28, 2026 |
| Biltmore Family Office, LLC | History | Added to | 48,446 | 7,174 | 1.0% | 0.91% | 408 | +2,420 | 5.26% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Reduced | 48,146 | 7,130 | 0.08% | 0.08% | 409 | -1,064 | -2.16% | Q1 2026 | May 05, 2026 |
| Wealth Advisory Team LLC | History | No change | 49,534 | 7,109 | 6.28% | 6.28% | 410 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 47,794 | 7,078 | 0.08% | 0.09% | 411 | -1,211 | -2.47% | Q1 2026 | May 08, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 47,543 | 7,041 | 2.48% | 2.37% | 412 | +2,005 | 4.4% | Q1 2026 | Apr 08, 2026 |
| Wealth Care LLC | History | New | 47,200 | 6,990 | 6.21% | — | 414 | +47,200 | New | Q1 2026 | Apr 24, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 47,200 | 6,990 | 0.68% | 0.71% | 413 | -3,649 | -7.18% | Q1 2026 | Apr 29, 2026 |
| Darrow Company, Inc. | History | Reduced | 46,623 | 6,904 | 3.11% | 3.09% | 415 | -1,261 | -2.63% | Q1 2026 | Apr 20, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 46,554 | 6,894 | 0.74% | 0.67% | 416 | +773 | 1.69% | Q1 2026 | Apr 21, 2026 |
| Vise Technologies, Inc. | History | No change | 48,002 | 6,889 | 0.14% | 0.13% | 417 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 46,432 | 6,876 | 0.39% | 0.34% | 418 | +26,478 | 132.7% | Q1 2026 | Apr 22, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 45,944 | 6,804 | 0.07% | 0.05% | 419 | +7,602 | 19.83% | Q1 2026 | May 08, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 45,920 | 6,800 | 1.18% | 1.16% | 420 | -1,037 | -2.21% | Q1 2026 | Apr 17, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 45,843 | 6,789 | 1.31% | 0.96% | 421 | +837 | 1.86% | Q1 2026 | Apr 29, 2026 |
| Embree Financial Group | History | Reduced | 45,822 | 6,786 | 0.8% | 0.82% | 422 | -592 | -1.28% | Q1 2026 | Apr 23, 2026 |
| Telos Capital Management, Inc. | History | Added to | 45,783 | 6,780 | 0.65% | 0.59% | 423 | +1,673 | 3.79% | Q1 2026 | Apr 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 45,728 | 6,772 | 0.08% | 0.09% | 424 | -3,370 | -6.86% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 45,400 | 6,723 | 0.04% | 0.03% | 425 | +2,828 | 6.64% | Q1 2026 | May 14, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 45,322 | 6,712 | 2.32% | 2.15% | 426 | +2,180 | 5.05% | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 45,243 | 6,700 | 0.14% | 0.14% | 427 | -4,379 | -8.82% | Q1 2026 | May 15, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 45,221 | 6,697 | 0.95% | 0.91% | 428 | -757 | -1.65% | Q1 2026 | Apr 15, 2026 |
| Arcataur Capital Management LLC | History | Added to | 44,402 | 6,575 | 1.83% | 1.68% | 429 | +3,398 | 8.29% | Q1 2026 | Apr 22, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 43,829 | 6,491 | 4.48% | 4.03% | 430 | -65 | -0.15% | Q1 2026 | May 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 43,591 | 6,455 | 0.04% | 0.04% | 431 | -36,436 | -45.53% | Q1 2026 | Apr 29, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 43,558 | 6,450 | 0.09% | 0.08% | 432 | +669 | 1.56% | Q1 2026 | Apr 30, 2026 |
| First PREMIER Bank | History | Reduced | 43,253 | 6,405 | 1.48% | 1.45% | 433 | -893 | -2.02% | Q1 2026 | Apr 20, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 42,927 | 6,357 | 3.7% | 4.13% | 434 | -3,434 | -7.41% | Q1 2026 | Apr 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 42,819 | 6,341 | 0.03% | 0.18% | 435 | -171,671 | -80.04% | Q1 2026 | May 13, 2026 |
| waypoint wealth counsel | History | Reduced | 42,757 | 6,332 | 3.27% | 4.23% | 436 | -37,563 | -46.77% | Q1 2026 | Apr 23, 2026 |
| Caprock Group, LLC | History | Reduced | 42,725 | 6,327 | 0.15% | 0.14% | 437 | -3,087 | -6.74% | Q1 2026 | May 11, 2026 |
| Allen Capital Group, LLC | History | No change | 44,037 | 6,320 | 0.58% | 0.58% | 438 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 42,034 | 6,225 | 0.15% | 0.14% | 439 | +1,319 | 3.24% | Q1 2026 | Apr 30, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 41,954 | 6,213 | 1.55% | 1.48% | 440 | -837 | -1.96% | Q1 2026 | Apr 28, 2026 |
| Chaney Capital Management, Inc. | History | Reduced | 41,721 | 6,178 | 2.18% | 2.21% | 441 | -2,913 | -6.53% | Q1 2026 | May 11, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 41,636 | 6,166 | 0.66% | 0.59% | 442 | +2,748 | 7.07% | Q1 2026 | Apr 22, 2026 |
| Strategic Advisors LLC | History | Added to | 41,552 | 6,153 | 1.02% | 0.74% | 443 | +8,456 | 25.55% | Q1 2026 | May 14, 2026 |
| Hofer & Associates. Inc | History | Added to | 41,503 | 6,146 | 3.3% | 3.13% | 444 | +401 | 0.98% | Q1 2026 | Apr 21, 2026 |
| PFG Investments, LLC | History | Reduced | 41,489 | 6,144 | 0.29% | 0.29% | 445 | -1,603 | -3.72% | Q1 2026 | Apr 27, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 41,365 | 6,126 | 1.38% | 1.17% | 446 | +2,880 | 7.48% | Q1 2026 | Apr 23, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 41,351 | 6,124 | 3.49% | 3.71% | 447 | -14 | -0.03% | Q1 2026 | Apr 16, 2026 |
| Parallel Advisors, LLC | History | Added to | 41,226 | 6,105 | 0.11% | 0.11% | 448 | +351 | 0.86% | Q1 2026 | May 07, 2026 |
| Independence Bank of Kentucky | History | Reduced | 41,227 | 6,105 | 0.77% | 0.74% | 449 | -50 | -0.12% | Q1 2026 | Apr 30, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 41,218 | 6,104 | 1.91% | 1.77% | 450 | -1,328 | -3.12% | Q1 2026 | Apr 28, 2026 |
| VANGUARD ADVISERS INC | History | New | 41,142 | 6,093 | 0.02% | — | 451 | +41,142 | New | Q1 2026 | May 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 41,004 | 6,072 | 0.1% | 0.1% | 452 | +1,724 | 4.39% | Q1 2026 | Apr 22, 2026 |
| Gallagher Capital Advisors, LLC | History | Added to | 40,724 | 6,031 | 4.06% | 3.73% | 453 | +717 | 1.79% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 40,662 | 6,022 | 0.18% | 0.25% | 454 | -7,233 | -15.1% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 38,966 | 6,020 | 0.11% | 0.22% | 455 | +7,669 | 24.5% | Q1 2026 | May 01, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 40,530 | 6,002 | 3.53% | — | 456 | +40,530 | New | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 40,382 | 5,980 | 0.19% | 0.18% | 457 | +325 | 0.81% | Q1 2026 | Apr 08, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 40,291 | 5,967 | 1.7% | 1.64% | 458 | -490 | -1.2% | Q1 2026 | Apr 07, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 40,103 | 5,939 | 0.36% | 0.28% | 459 | +8,366 | 26.36% | Q1 2026 | May 13, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 39,841 | 5,900 | 0.41% | 0.4% | 460 | -1,126 | -2.75% | Q1 2026 | May 05, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 39,572 | 5,860 | 1.2% | 1.19% | 461 | -415 | -1.04% | Q1 2026 | Apr 06, 2026 |
| Busey Bank | History | Reduced | 39,545 | 5,856 | 0.16% | 0.18% | 462 | -7,026 | -15.09% | Q1 2026 | Apr 28, 2026 |
| UNION SAVINGS BANK | History | Reduced | 39,294 | 5,819 | 2.55% | 2.49% | 463 | -833 | -2.08% | Q1 2026 | Apr 17, 2026 |
| Accel Wealth Management | History | Reduced | 39,162 | 5,799 | 1.51% | 1.54% | 464 | -89 | -0.23% | Q1 2026 | Apr 08, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 39,029 | 5,780 | 0.77% | 0.75% | 465 | +161 | 0.41% | Q1 2026 | Apr 21, 2026 |
| StoneX Group Inc. | History | Reduced | 39,026 | 5,779 | 0.31% | 0.44% | 466 | -31,971 | -45.03% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 38,837 | 5,751 | 0.07% | 0.07% | 467 | +673 | 1.76% | Q1 2026 | May 12, 2026 |
| Breakwater Investment Management | History | Reduced | 38,648 | 5,723 | 2.13% | 2.05% | 468 | -791 | -2.01% | Q1 2026 | May 14, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 37,330 | 5,718 | 1.68% | 1.72% | 469 | +119 | 0.32% | Q1 2026 | Apr 16, 2026 |
| Composition Wealth, LLC | History | Added to | 38,590 | 5,715 | 0.08% | 0.08% | 470 | +1,429 | 3.85% | Q1 2026 | Apr 08, 2026 |
| BIP Wealth, LLC | History | Reduced | 38,520 | 5,704 | 0.23% | 0.23% | 471 | -7,064 | -15.5% | Q1 2026 | Apr 27, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 38,168 | 5,652 | 1.17% | 1.22% | 472 | -263 | -0.68% | Q1 2026 | May 14, 2026 |
| CoreFirst Bank & Trust | History | No change | 39,015 | 5,599 | 3.03% | 3.03% | 473 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 37,559 | 5,562 | 0.48% | 0.47% | 474 | -1,013 | -2.63% | Q1 2026 | Apr 24, 2026 |
| Seneca House Advisors | History | Added to | 37,484 | 5,551 | 2.21% | 1.99% | 475 | +485 | 1.31% | Q1 2026 | May 01, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 37,475 | 5,549 | 3.48% | 3.35% | 476 | -883 | -2.3% | Q1 2026 | Apr 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 37,326 | 5,528 | 0.4% | 0.36% | 477 | +2,086 | 5.92% | Q1 2026 | May 05, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 37,278 | 5,520 | 0.43% | 0.26% | 478 | +13,112 | 54.26% | Q1 2026 | Apr 24, 2026 |
| URS Advisory LLC | History | Added to | 37,006 | 5,480 | 4.01% | 2.76% | 479 | +13,854 | 59.84% | Q1 2026 | Apr 23, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 36,976 | 5,476 | 3.7% | 3.58% | 480 | +1,680 | 4.76% | Q1 2026 | May 05, 2026 |
| Oxinas Partners, LLC | History | Added to | 36,696 | 5,434 | 2.48% | 2.08% | 481 | +6,525 | 21.63% | Q1 2026 | Apr 10, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 36,547 | 5,412 | 0.41% | 0.38% | 482 | +678 | 1.89% | Q1 2026 | May 13, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 36,489 | 5,404 | 1.52% | 1.5% | 483 | -2,570 | -6.58% | Q1 2026 | May 11, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 36,291 | 5,374 | 0.25% | 0.27% | 484 | +1,639 | 4.73% | Q1 2026 | Apr 15, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 35,533 | 5,262 | 0.27% | 0.25% | 485 | +2,519 | 7.63% | Q1 2026 | May 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 35,518 | 5,260 | 1.61% | 1.11% | 486 | -621 | -1.72% | Q1 2026 | May 12, 2026 |
| Pacific Center for Financial Services | History | Added to | 35,262 | 5,222 | 1.32% | 1.26% | 487 | +332 | 0.95% | Q1 2026 | May 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 35,185 | 5,210 | 0.18% | 0.16% | 488 | +3,079 | 9.59% | Q1 2026 | May 06, 2026 |
| RFG Advisory, LLC | History | Added to | 35,157 | 5,206 | 0.1% | 0.09% | 489 | +3,027 | 9.42% | Q1 2026 | Apr 17, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 34,939 | 5,174 | 1.03% | 1.19% | 490 | -3,830 | -9.88% | Q1 2026 | May 01, 2026 |
| Legacy Advisors, LLC | History | Added to | 34,875 | 5,164 | 0.61% | 0.53% | 491 | +429 | 1.25% | Q1 2026 | May 05, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 34,565 | 5,119 | 0.02% | 0.02% | 492 | -2,900 | -7.74% | Q1 2026 | May 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 34,504 | 5,110 | 0.27% | 0.19% | 493 | +12,458 | 56.51% | Q1 2026 | Apr 16, 2026 |
| Selby Wealth Management, LLC | History | Added to | 34,325 | 5,083 | 2.0% | 1.15% | 494 | +14,399 | 72.26% | Q1 2026 | Apr 08, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 33,972 | 5,031 | 0.34% | 0.33% | 495 | +506 | 1.51% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 33,962 | 5,029 | 0.1% | 0.1% | 496 | -382 | -1.11% | Q1 2026 | Apr 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 33,949 | 5,027 | 0.04% | 0.05% | 498 | -7,586 | -18.26% | Q1 2026 | Apr 14, 2026 |
| Manchester Capital Management LLC | History | Added to | 33,947 | 5,027 | 0.72% | 0.65% | 497 | +687 | 2.07% | Q1 2026 | May 11, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 33,838 | 5,011 | 2.07% | 1.98% | 499 | +267 | 0.8% | Q1 2026 | Apr 08, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 33,801 | 5,005 | 0.2% | 0.2% | 500 | -1,052 | -3.02% | Q1 2026 | Apr 16, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 33,235 | 4,922 | 1.23% | 1.21% | 501 | +4 | 0.01% | Q1 2026 | May 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 33,060 | 4,896 | 0.28% | 0.38% | 502 | -11,353 | -25.56% | Q1 2026 | Apr 09, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 32,950 | 4,879 | 0.16% | 0.13% | 503 | +3,832 | 13.16% | Q1 2026 | Apr 30, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 32,811 | 4,859 | 0.07% | 0.06% | 504 | +2,707 | 8.99% | Q1 2026 | Apr 08, 2026 |
| CX Institutional | History | Reduced | 32,802 | 4,858 | 0.15% | 0.14% | 505 | -196 | -0.59% | Q1 2026 | Apr 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 32,801 | 4,857 | 0.82% | 0.8% | 506 | -262 | -0.79% | Q1 2026 | May 06, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 31,215 | 4,841 | 5.37% | 5.21% | 507 | -7,144 | -18.62% | Q1 2026 | Apr 23, 2026 |
| Prospera Financial Services Inc | History | Reduced | 32,622 | 4,840 | 0.08% | 0.08% | 508 | -430 | -1.3% | Q1 2026 | Apr 14, 2026 |
| Trust Co | History | Reduced | 32,062 | 4,748 | 0.44% | 0.45% | 509 | -1,187 | -3.57% | Q1 2026 | Apr 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 32,016 | 4,741 | 0.32% | 0.31% | 510 | +228 | 0.72% | Q1 2026 | Apr 10, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 31,901 | 4,724 | 0.06% | 0.06% | 511 | -781 | -2.39% | Q1 2026 | May 08, 2026 |
| CORDA Investment Management, LLC. | History | Reduced | 31,811 | 4,711 | 0.33% | 0.34% | 512 | -1,214 | -3.68% | Q1 2026 | May 04, 2026 |
| Navigation Group, LLC | History | New | 31,425 | 4,654 | 1.09% | — | 513 | +31,425 | New | Q1 2026 | May 05, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 31,186 | 4,618 | 0.76% | 0.66% | 514 | +1,400 | 4.7% | Q1 2026 | Apr 24, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 31,077 | 4,615 | 0.31% | 0.33% | 515 | -1,313 | -4.05% | Q1 2026 | May 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 31,068 | 4,601 | 0.11% | 0.06% | 516 | +13,594 | 77.8% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 31,004 | 4,591 | 0.1% | 0.09% | 517 | -19 | -0.06% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | Added to | 30,183 | 4,590 | 0.15% | 0.13% | 518 | +3,843 | 14.59% | Q1 2026 | Apr 09, 2026 |
| HANOVER ADVISORS INC | History | Added to | 30,927 | 4,580 | 1.86% | 1.72% | 519 | +57 | 0.18% | Q1 2026 | May 07, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 30,844 | 4,567 | 1.24% | 1.13% | 520 | -1,016 | -3.19% | Q1 2026 | Apr 28, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 30,541 | 4,523 | 3.4% | 3.33% | 521 | +9 | 0.03% | Q1 2026 | Apr 16, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 30,405 | 4,503 | 0.63% | 0.6% | 522 | -74 | -0.24% | Q1 2026 | May 15, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Added to | 30,337 | 4,492 | 3.22% | 2.97% | 523 | +260 | 0.86% | Q1 2026 | May 05, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 30,286 | 4,485 | 1.32% | 1.26% | 524 | -8 | -0.03% | Q1 2026 | Apr 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 30,261 | 4,481 | 0.08% | 0.08% | 525 | +333 | 1.11% | Q1 2026 | Apr 20, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 30,236 | 4,478 | 0.91% | 1.05% | 526 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 30,022 | 4,446 | 0.18% | 0.16% | 527 | +503 | 1.7% | Q1 2026 | May 14, 2026 |
| Advisors Capital Management, LLC | History | Added to | 29,818 | 4,416 | 0.05% | 0.05% | 528 | +770 | 2.65% | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | Added to | 29,658 | 4,392 | 0.01% | 0.01% | 529 | +2,616 | 9.67% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 28,233 | 4,370 | 0.1% | 0.1% | 530 | +1,852 | 7.02% | Q1 2026 | May 04, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 29,489 | 4,367 | 2.14% | 2.1% | 531 | +94 | 0.32% | Q1 2026 | Apr 22, 2026 |
| Sowell Financial Services LLC | History | Added to | 29,483 | 4,366 | 0.16% | 0.15% | 532 | +864 | 3.02% | Q1 2026 | Apr 20, 2026 |
| Savant Capital, LLC | History | Added to | 29,323 | 4,342 | 0.02% | 0.02% | 533 | +2,094 | 7.69% | Q1 2026 | May 04, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 29,161 | 4,318 | 2.23% | 2.15% | 534 | +831 | 2.93% | Q1 2026 | Apr 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 29,086 | 4,307 | 0.0% | 0.0% | 535 | +3,816 | 15.1% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 29,030 | 4,299 | 0.11% | 0.1% | 536 | +7,109 | 32.43% | Q1 2026 | May 11, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 29,009 | 4,296 | 0.66% | 0.68% | 537 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 28,904 | 4,280 | 2.71% | 2.67% | 538 | -171 | -0.59% | Q1 2026 | Apr 22, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 28,895 | 4,279 | 3.93% | 3.77% | 539 | +90 | 0.31% | Q1 2026 | Apr 08, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 28,680 | 4,247 | 1.48% | 1.53% | 540 | -801 | -2.72% | Q1 2026 | Apr 30, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 28,650 | 4,242 | 0.44% | 0.37% | 541 | +949 | 3.43% | Q1 2026 | May 06, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 28,647 | 4,242 | 0.96% | 0.88% | 542 | -527 | -1.81% | Q1 2026 | Apr 20, 2026 |
| MASECO LLP | History | Reduced | 28,634 | 4,240 | 0.13% | 0.18% | 543 | -855 | -2.9% | Q1 2026 | Apr 21, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 28,513 | 4,222 | 1.21% | 1.18% | 544 | -275 | -0.96% | Q1 2026 | Apr 17, 2026 |
| LightSquare Wealth Management, LLC | History | New | 28,413 | 4,207 | 3.15% | — | 545 | +28,413 | New | Q1 2026 | May 11, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 28,260 | 4,185 | 0.24% | 0.23% | 546 | +1,095 | 4.03% | Q1 2026 | Apr 30, 2026 |
| Richard C. Young & CO., LTD. | History | Reduced | 28,174 | 4,172 | 0.35% | 0.37% | 547 | -575 | -2.0% | Q1 2026 | May 07, 2026 |
| Climber Capital SA | History | Reduced | 29,418 | 4,168 | 2.73% | 3.04% | 548 | -4,375 | -12.95% | Q1 2026 | May 01, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 28,102 | 4,161 | 0.02% | — | 549 | +28,102 | New | Q1 2026 | May 12, 2026 |
| Hippocratic Financial Advisors, LLC | History | Reduced | 28,088 | 4,159 | 1.82% | 2.02% | 550 | -2,409 | -7.9% | Q1 2026 | Apr 21, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 27,962 | 4,141 | 0.51% | 0.51% | 551 | -451 | -1.59% | Q1 2026 | Apr 27, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 27,831 | 4,121 | 1.62% | 1.59% | 552 | -246 | -0.88% | Q1 2026 | May 04, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 27,787 | 4,115 | 0.01% | 0.01% | 553 | -192 | -0.69% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 27,666 | 4,097 | 0.03% | 0.03% | 554 | +588 | 2.17% | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | Added to | 27,565 | 4,078 | 0.83% | 0.96% | 556 | +5,871 | 27.06% | Q1 2026 | May 11, 2026 |
| KDT Advisors, LLC | History | No change | 27,539 | 4,078 | 6.5% | 5.54% | 555 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 27,356 | 4,051 | 0.02% | 0.02% | 557 | +2,183 | 8.67% | Q1 2026 | May 15, 2026 |
| Hyposwiss Advisors SA | History | No change | 27,170 | 4,023 | 3.98% | 3.82% | 558 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 27,159 | 4,022 | 0.08% | 0.09% | 559 | -4,477 | -14.15% | Q1 2026 | May 14, 2026 |
| 71 West Capital Partners | History | Added to | 27,057 | 4,007 | 0.18% | 0.14% | 560 | +5,816 | 27.38% | Q1 2026 | May 06, 2026 |
| Sigma Planning Corp | History | Added to | 27,033 | 4,003 | 0.11% | 0.11% | 561 | +222 | 0.83% | Q1 2026 | May 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 26,728 | 3,958 | 0.18% | 0.18% | 562 | -419 | -1.54% | Q1 2026 | May 12, 2026 |
| StrongBox Wealth, LLC | History | Added to | 26,691 | 3,952 | 1.26% | 1.25% | 563 | +133 | 0.5% | Q1 2026 | May 08, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 26,618 | 3,942 | 0.46% | 0.47% | 564 | +133 | 0.5% | Q1 2026 | May 08, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 26,591 | 3,938 | 0.08% | 0.08% | 565 | +120 | 0.45% | Q1 2026 | May 14, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 26,053 | 3,858 | 0.5% | 0.54% | 566 | -1,500 | -5.44% | Q1 2026 | May 12, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 25,962 | 3,844 | 0.22% | 0.21% | 567 | +497 | 1.95% | Q1 2026 | Apr 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 26,721 | 3,834 | 0.16% | 0.16% | 568 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Advisor OS, LLC | History | Reduced | 25,738 | 3,811 | 0.28% | 0.33% | 569 | -2,501 | -8.86% | Q1 2026 | May 07, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 25,714 | 3,808 | 0.7% | 0.81% | 570 | -2,101 | -7.55% | Q1 2026 | Apr 13, 2026 |
| Sara-Bay Financial | History | Added to | 25,678 | 3,802 | 1.14% | 1.0% | 571 | +2,615 | 11.34% | Q1 2026 | Apr 17, 2026 |
| Choate Investment Advisors | History | No change | 25,524 | 3,780 | 0.07% | 0.07% | 572 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 25,512 | 3,778 | 0.98% | 0.95% | 573 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bison Wealth, LLC | History | Added to | 24,238 | 3,772 | 0.36% | 0.39% | 574 | +492 | 2.07% | Q1 2026 | May 15, 2026 |
| Petix & Botte Co | History | Added to | 25,429 | 3,766 | 0.84% | 0.81% | 575 | +522 | 2.1% | Q1 2026 | Apr 30, 2026 |
| Dodds Wealth, LLC | History | Reduced | 25,334 | 3,751 | 0.92% | 0.94% | 576 | -1,452 | -5.42% | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 26,026 | 3,735 | 0.13% | 0.13% | 577 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DAVIDSON TRUST CO | History | Added to | 25,127 | 3,721 | 1.6% | 1.5% | 578 | +63 | 0.25% | Q1 2026 | Apr 20, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 25,115 | 3,719 | 0.82% | 0.45% | 579 | +10,741 | 74.73% | Q1 2026 | May 11, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 24,863 | 3,682 | 3.0% | 2.76% | 580 | +1,469 | 6.28% | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 24,680 | 3,655 | 0.07% | 0.06% | 581 | +1,522 | 6.57% | Q1 2026 | Apr 10, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 24,655 | 3,651 | 0.14% | 0.15% | 582 | -15 | -0.06% | Q1 2026 | May 07, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 24,645 | 3,649 | 2.21% | 2.03% | 583 | +933 | 3.93% | Q1 2026 | Apr 22, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 24,590 | 3,641 | 1.16% | 0.82% | 584 | +6,273 | 34.25% | Q1 2026 | Apr 23, 2026 |
| TFB Advisors LLC | History | Added to | 24,566 | 3,638 | 1.9% | 0.83% | 585 | +3,801 | 18.3% | Q1 2026 | Apr 20, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Reduced | 24,456 | 3,621 | 1.63% | 1.5% | 586 | -11 | -0.04% | Q1 2026 | May 13, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 24,286 | 3,597 | 0.37% | 0.34% | 587 | +38 | 0.16% | Q1 2026 | May 11, 2026 |
| Orion Capital Management LLC | History | Reduced | 24,092 | 3,568 | 1.23% | 1.23% | 588 | -1,430 | -5.6% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 24,503 | 3,564 | 0.13% | 0.14% | 589 | -541 | -2.16% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 23,907 | 3,554 | 0.07% | 0.07% | 590 | +2,184 | 10.05% | Q1 2026 | Apr 28, 2026 |
| Kaizen Financial Strategies | History | Added to | 22,948 | 3,530 | 1.49% | 0.21% | 591 | +19,667 | 599.42% | Q1 2026 | May 01, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 23,821 | 3,527 | 0.3% | 0.29% | 592 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Reduced | 23,738 | 3,515 | 3.36% | 3.31% | 593 | -918 | -3.72% | Q1 2026 | Apr 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 23,700 | 3,510 | 0.39% | 0.39% | 594 | -517 | -2.13% | Q1 2026 | Apr 15, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 23,421 | 3,468 | 1.88% | 1.81% | 595 | +263 | 1.14% | Q1 2026 | May 12, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 23,407 | 3,466 | 0.96% | 0.93% | 596 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 23,272 | 3,446 | 2.05% | 2.25% | 597 | -629 | -2.63% | Q1 2026 | May 12, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 23,231 | 3,441 | 1.18% | 1.16% | 598 | +33 | 0.14% | Q1 2026 | Apr 08, 2026 |
| Bangor Savings Bank | History | Reduced | 23,120 | 3,424 | 0.27% | 0.27% | 599 | -100 | -0.43% | Q1 2026 | Apr 01, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 23,094 | 3,420 | 0.62% | 0.63% | 600 | -90 | -0.39% | Q1 2026 | May 11, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Reduced | 23,013 | 3,408 | 1.47% | 1.56% | 601 | -1,207 | -4.98% | Q1 2026 | Apr 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 22,944 | 3,397 | 0.06% | 0.04% | 602 | +6,719 | 41.41% | Q1 2026 | May 11, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 22,811 | 3,378 | 0.09% | 0.08% | 603 | +259 | 1.15% | Q1 2026 | Apr 21, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 22,800 | 3,376 | 0.0% | 0.01% | 604 | -17,800 | -43.84% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 22,802 | 3,376 | 0.09% | 0.08% | 605 | +2,503 | 12.33% | Q1 2026 | May 12, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | Reduced | 22,757 | 3,370 | 9.77% | 9.58% | 606 | -1,016 | -4.27% | Q1 2026 | May 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 22,666 | 3,356 | 0.15% | 0.14% | 607 | -240 | -1.05% | Q1 2026 | May 06, 2026 |
| Hayek Kallen Investment Management | History | New | 22,470 | 3,328 | 1.08% | — | 608 | +22,470 | New | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 22,424 | 3,320 | 0.26% | 0.23% | 609 | +1,395 | 6.63% | Q1 2026 | Apr 23, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 22,177 | 3,284 | 0.4% | 0.45% | 610 | -3,147 | -12.43% | Q1 2026 | May 05, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 22,167 | 3,282 | 1.25% | 1.41% | 611 | +2,022 | 10.04% | Q1 2026 | May 15, 2026 |
| Bowman & Co S.C. | History | No change | 22,743 | 3,263 | 1.37% | 1.37% | 612 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CGN Advisors LLC | History | Added to | 21,918 | 3,245 | 0.26% | 0.24% | 613 | +544 | 2.55% | Q1 2026 | Apr 13, 2026 |
| Platform Technology Partners | History | No change | 21,855 | 3,236 | 0.62% | 0.67% | 614 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Larson Financial Group LLC | History | Added to | 21,826 | 3,232 | 0.1% | 0.09% | 615 | +2,617 | 13.62% | Q1 2026 | May 15, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 21,822 | 3,231 | 0.45% | 0.41% | 616 | -179 | -0.81% | Q1 2026 | Apr 09, 2026 |
| Diversified Portfolios, Inc. | History | No change | 21,823 | 3,231 | 0.27% | 0.26% | 617 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Carnegie Investment Counsel | History | Reduced | 21,720 | 3,216 | 0.06% | 0.06% | 618 | -339 | -1.54% | Q1 2026 | May 01, 2026 |
| Wealthfront Advisers LLC | History | Added to | 21,689 | 3,212 | 0.01% | 0.01% | 619 | +5,227 | 31.75% | Q1 2026 | May 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 21,643 | 3,205 | 0.04% | 0.03% | 620 | +365 | 1.72% | Q1 2026 | May 05, 2026 |
| Livet Wealth, LLC | History | Reduced | 21,641 | 3,205 | 2.04% | 1.93% | 621 | -202 | -0.92% | Q1 2026 | Apr 24, 2026 |
| PAX Financial Group, LLC | History | Reduced | 21,611 | 3,200 | 0.55% | 0.61% | 622 | -3,017 | -12.25% | Q1 2026 | Apr 27, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 21,513 | 3,186 | 0.31% | 0.28% | 623 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Northstar Group, Inc. | History | Reduced | 21,467 | 3,179 | 0.45% | 0.42% | 624 | -93 | -0.43% | Q1 2026 | Apr 28, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 21,448 | 3,176 | 0.13% | 0.13% | 625 | +257 | 1.21% | Q1 2026 | Apr 30, 2026 |
| Quantum Capital Management, LLC / NJ | History | Reduced | 21,351 | 3,162 | 0.4% | 0.37% | 626 | -631 | -2.87% | Q1 2026 | May 13, 2026 |
| Intellectus Partners, LLC | History | No change | 21,350 | 3,161 | 0.65% | 0.59% | 627 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Patten Group, Inc. | History | Added to | 21,324 | 3,158 | 0.55% | 0.52% | 628 | +1,597 | 8.1% | Q1 2026 | Apr 24, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 21,176 | 3,136 | 0.2% | 0.18% | 629 | +1,607 | 8.21% | Q1 2026 | Apr 27, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 21,156 | 3,133 | 0.04% | 0.04% | 630 | -134 | -0.63% | Q1 2026 | May 01, 2026 |
| Kovack Advisors, Inc. | History | Added to | 21,158 | 3,130 | 0.17% | 0.14% | 631 | +526 | 2.55% | Q1 2026 | May 12, 2026 |
| Hickory Point Bank & Trust | History | Reduced | 21,134 | 3,129 | 2.07% | 2.21% | 632 | -59 | -0.28% | Q1 2026 | Apr 03, 2026 |
| Regal Investment Advisors LLC | History | Added to | 21,117 | 3,127 | 0.18% | 0.13% | 633 | +5,745 | 37.37% | Q1 2026 | May 14, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 21,661 | 3,108 | 0.11% | 0.11% | 634 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 20,952 | 3,103 | 0.19% | 0.19% | 635 | -442 | -2.07% | Q1 2026 | May 12, 2026 |
| Haverford Trust Co | History | Reduced | 20,944 | 3,101 | 0.03% | 0.03% | 636 | -3,615 | -14.72% | Q1 2026 | May 11, 2026 |
| Montecito Bank & Trust | History | Reduced | 20,898 | 3,094 | 0.51% | 0.51% | 637 | -1,595 | -7.09% | Q1 2026 | Apr 16, 2026 |
| VeraBank, N.A. | History | No change | 20,845 | 3,087 | 0.57% | 0.54% | 638 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 20,812 | 3,082 | 0.01% | 0.01% | 639 | -2,234 | -9.69% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 20,815 | 3,079 | 0.21% | 0.26% | 640 | -5,320 | -20.36% | Q1 2026 | May 01, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 20,624 | 3,054 | 0.1% | 0.1% | 641 | -905 | -4.2% | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 20,444 | 3,027 | 0.0% | 0.0% | 642 | -264 | -1.27% | Q1 2026 | May 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 20,320 | 3,009 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 20,269 | 3,001 | 0.11% | 0.1% | 644 | -467 | -2.25% | Q1 2026 | Apr 21, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 20,235 | 2,996 | 2.18% | 1.84% | 645 | +2,072 | 11.41% | Q1 2026 | May 07, 2026 |
| First County Bank /CT/ | History | Reduced | 20,228 | 2,995 | 1.6% | 2.09% | 646 | -7,561 | -27.21% | Q1 2026 | Apr 03, 2026 |
| Mount Lucas Management LP | History | Added to | 20,219 | 2,994 | 1.11% | 1.12% | 647 | +689 | 3.53% | Q1 2026 | May 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 20,170 | 2,987 | 0.01% | 0.01% | 648 | +386 | 1.95% | Q1 2026 | May 13, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 20,090 | 2,975 | 0.92% | 0.8% | 649 | +1,076 | 5.66% | Q1 2026 | May 12, 2026 |
| United Community Bank | History | Added to | 20,038 | 2,967 | 0.99% | 0.77% | 650 | +5,775 | 40.49% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 20,020 | 2,964 | 0.15% | 0.15% | 651 | +1,368 | 7.33% | Q1 2026 | May 07, 2026 |
| Diversified Trust Co | History | No change | 19,883 | 2,944 | 0.05% | 0.05% | 652 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Financial Planning Hawaii, Inc. | History | Added to | 19,709 | 2,918 | 1.72% | 1.63% | 653 | +11 | 0.06% | Q1 2026 | Apr 21, 2026 |
| Old Port Advisors | History | Reduced | 19,587 | 2,900 | 0.67% | 0.72% | 654 | -813 | -3.99% | Q1 2026 | Apr 06, 2026 |
| New Covenant Trust Company, N.A. | History | Reduced | 19,544 | 2,894 | 2.58% | 2.67% | 655 | -916 | -4.48% | Q1 2026 | Apr 17, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 20,161 | 2,893 | 0.22% | 0.22% | 656 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 19,352 | 2,866 | 1.64% | 1.67% | 657 | +649 | 3.47% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 19,290 | 2,856 | 0.04% | 0.04% | 658 | +782 | 4.23% | Q1 2026 | Apr 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 19,235 | 2,848 | 0.07% | 0.06% | 659 | +762 | 4.12% | Q1 2026 | May 11, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 19,237 | 2,848 | 0.79% | 0.79% | 660 | +50 | 0.26% | Q1 2026 | May 07, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 19,202 | 2,843 | 0.13% | 0.13% | 661 | -218 | -1.12% | Q1 2026 | Apr 20, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 19,192 | 2,842 | 1.88% | 1.87% | 662 | +3 | 0.02% | Q1 2026 | Apr 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 19,058 | 2,822 | 0.04% | 0.04% | 663 | -572 | -2.91% | Q1 2026 | May 05, 2026 |
| Steffes Financial, Ltd. | History | Reduced | 19,025 | 2,817 | 1.49% | 1.49% | 664 | -855 | -4.3% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | Added to | 18,960 | 2,808 | 0.83% | 0.83% | 665 | +89 | 0.47% | Q1 2026 | Apr 20, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Reduced | 18,950 | 2,806 | 2.81% | 2.76% | 666 | -136 | -0.71% | Q1 2026 | Apr 16, 2026 |
| Sageworth Trust Co | History | No change | 18,944 | 2,805 | 0.12% | 0.12% | 667 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Eukles Asset Management | History | Added to | 18,874 | 2,795 | 1.25% | 1.04% | 668 | +292 | 1.57% | Q1 2026 | May 05, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 18,867 | 2,794 | 0.18% | 0.16% | 669 | +1,234 | 7.0% | Q1 2026 | Apr 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 18,836 | 2,789 | 0.0% | 0.0% | 670 | +169 | 0.91% | Q1 2026 | May 13, 2026 |
| Lynx Investment Advisory | History | Added to | 18,824 | 2,787 | 1.33% | 0.88% | 671 | +7,533 | 66.72% | Q1 2026 | Apr 24, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 18,772 | 2,780 | 0.31% | 0.32% | 672 | -1,233 | -6.16% | Q1 2026 | May 05, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 18,404 | 2,725 | 0.55% | 0.54% | 673 | +319 | 1.76% | Q1 2026 | Apr 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 18,379 | 2,721 | 0.03% | 0.03% | 674 | +1,529 | 9.07% | Q1 2026 | Apr 23, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | Added to | 18,142 | 2,686 | 2.31% | 2.16% | 675 | +208 | 1.16% | Q1 2026 | Apr 28, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 17,542 | 2,678 | 0.2% | 0.19% | 676 | +1 | 0.01% | Q1 2026 | Apr 13, 2026 |
| Prospect Financial Services LLC | History | Added to | 17,960 | 2,659 | 1.62% | 1.14% | 677 | +4,118 | 29.75% | Q1 2026 | Apr 24, 2026 |
| Roundview Capital LLC | History | Reduced | 17,925 | 2,654 | 0.17% | 0.16% | 678 | -329 | -1.8% | Q1 2026 | May 08, 2026 |
| TRB Wealth Management, LLC | History | New | 17,893 | 2,649 | 0.38% | — | 679 | +17,893 | New | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 17,885 | 2,648 | 0.05% | 0.04% | 680 | +2,536 | 16.52% | Q1 2026 | May 14, 2026 |
| VICUS CAPITAL | History | Reduced | 17,816 | 2,638 | 0.19% | 0.19% | 681 | -180 | -1.0% | Q1 2026 | Apr 22, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 17,763 | 2,630 | 0.26% | 0.25% | 682 | +103 | 0.58% | Q1 2026 | Apr 27, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 17,708 | 2,622 | 0.57% | 0.63% | 683 | -2,069 | -10.46% | Q1 2026 | Apr 27, 2026 |
| Ancora Advisors LLC | History | Added to | 17,676 | 2,617 | 0.06% | 0.04% | 684 | +3,237 | 22.42% | Q1 2026 | May 15, 2026 |
| Kuhn & Co Investment Counsel | History | Reduced | 17,498 | 2,591 | 1.67% | 1.68% | 685 | -39 | -0.22% | Q1 2026 | May 12, 2026 |
| AIMZ Investment Advisors, LLC | History | Reduced | 17,484 | 2,589 | 0.8% | 0.75% | 686 | -783 | -4.29% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | Added to | 17,451 | 2,584 | 0.18% | 0.17% | 687 | +1,441 | 9.0% | Q1 2026 | May 13, 2026 |
| Opes Wealth Management LLC | History | Reduced | 17,454 | 2,584 | 0.42% | 0.41% | 688 | -25 | -0.14% | Q1 2026 | Apr 28, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 17,446 | 2,583 | 0.54% | 0.15% | 689 | +12,064 | 224.15% | Q1 2026 | May 12, 2026 |
| Elite Financial, Inc. | History | Added to | 17,368 | 2,572 | 1.15% | 1.13% | 690 | +106 | 0.61% | Q1 2026 | May 12, 2026 |
| Oasis Advisors, LLC | History | New | 262,386 | 2,553 | 0.5% | — | 692 | +262,386 | New | Q1 2026 | May 04, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 17,794 | 2,553 | 0.17% | 0.17% | 691 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 17,220 | 2,550 | 2.48% | 2.26% | 693 | +1,150 | 7.16% | Q1 2026 | May 11, 2026 |
| Blankinship & Foster, LLC | History | No change | 17,170 | 2,542 | 0.56% | 0.53% | 694 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| My Personal CFO, LLC | History | No change | 17,165 | 2,542 | 1.11% | 1.03% | 695 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Added to | 17,142 | 2,538 | 1.4% | 1.24% | 696 | +1,196 | 7.5% | Q1 2026 | Apr 22, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 17,111 | 2,534 | 0.92% | 0.74% | 697 | +1,676 | 10.86% | Q1 2026 | May 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 17,089 | 2,531 | 0.15% | 0.15% | 698 | -63 | -0.37% | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 17,061 | 2,526 | 0.03% | 0.02% | 699 | +4,595 | 36.86% | Q1 2026 | May 13, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 17,017 | 2,520 | 0.24% | 0.26% | 700 | -1,915 | -10.12% | Q1 2026 | Apr 13, 2026 |
| Clarity Capital Advisors, LLC | History | Reduced | 17,002 | 2,518 | 1.17% | 1.22% | 701 | -50 | -0.29% | Q1 2026 | Apr 09, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 16,807 | 2,489 | 0.22% | 0.2% | 702 | +766 | 4.78% | Q1 2026 | Apr 30, 2026 |
| Rockingstone Advisors LLC | History | Added to | 16,807 | 2,489 | 1.14% | 1.08% | 703 | +255 | 1.54% | Q1 2026 | Apr 09, 2026 |
| HighPoint Advisor Group LLC | History | New | 16,722 | 2,476 | 0.1% | — | 705 | +16,722 | New | Q1 2026 | May 14, 2026 |
| Antonelli Financial Advisors, LLC | History | Reduced | 16,717 | 2,476 | 1.71% | 2.02% | 704 | -4,640 | -21.73% | Q1 2026 | Apr 28, 2026 |
| Auour Investments LLC | History | Added to | 16,691 | 2,471 | 0.78% | 0.73% | 707 | +707 | 4.42% | Q1 2026 | Apr 20, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 16,688 | 2,471 | 0.1% | 0.09% | 706 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 16,684 | 2,470 | 0.08% | 0.07% | 708 | +2,490 | 17.54% | Q1 2026 | May 07, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 16,653 | 2,466 | 0.47% | 0.46% | 709 | -99 | -0.59% | Q1 2026 | Apr 09, 2026 |
| WESBANCO BANK INC | History | Added to | 16,643 | 2,464 | 0.07% | 0.06% | 710 | +1,097 | 7.06% | Q1 2026 | Apr 21, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 16,644 | 2,464 | 0.55% | 0.57% | 711 | -550 | -3.2% | Q1 2026 | Apr 02, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 16,581 | 2,455 | 1.11% | 1.09% | 712 | +1,290 | 8.44% | Q1 2026 | Apr 20, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 15,822 | 2,454 | 1.44% | 1.1% | 713 | +5,023 | 46.51% | Q1 2026 | May 11, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 16,521 | 2,446 | 0.97% | 0.87% | 714 | +974 | 6.26% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 16,494 | 2,442 | 0.15% | 0.14% | 715 | +745 | 4.73% | Q1 2026 | Apr 23, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Reduced | 16,456 | 2,437 | 0.56% | 0.53% | 716 | -192 | -1.15% | Q1 2026 | May 01, 2026 |
| Glassman Wealth Services | History | Reduced | 16,393 | 2,427 | 0.33% | 0.32% | 717 | -88 | -0.53% | Q1 2026 | May 04, 2026 |
| Ascent Group, LLC | History | Reduced | 16,334 | 2,419 | 0.08% | 0.08% | 718 | -7 | -0.04% | Q1 2026 | May 15, 2026 |
| Hegarty Advisors, LLC | History | Added to | 16,290 | 2,412 | 1.9% | 1.98% | 719 | +365 | 2.29% | Q1 2026 | Apr 30, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 16,163 | 2,393 | 0.17% | 0.17% | 720 | -88 | -0.54% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 16,155 | 2,392 | 0.18% | 0.14% | 721 | +3,370 | 26.36% | Q1 2026 | May 04, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 16,100 | 2,384 | 0.98% | 0.95% | 722 | +40 | 0.25% | Q1 2026 | Apr 27, 2026 |
| Weaver Consulting Group | History | Reduced | 16,022 | 2,372 | 0.57% | 0.6% | 723 | -1,190 | -6.91% | Q1 2026 | May 15, 2026 |
| Capital Advantage, Inc. | History | Reduced | 15,977 | 2,366 | 0.31% | 0.31% | 724 | -251 | -1.55% | Q1 2026 | Apr 10, 2026 |
| Colony Family Offices, LLC | History | No change | 15,942 | 2,361 | 0.58% | 0.57% | 725 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Faithward Advisors, LLC | History | Added to | 15,889 | 2,353 | 0.34% | 0.22% | 726 | +5,245 | 49.28% | Q1 2026 | Apr 17, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 15,875 | 2,351 | 0.13% | 0.13% | 727 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Royal Fund Management, LLC | History | Added to | 15,796 | 2,342 | 0.22% | 0.2% | 728 | +352 | 2.28% | Q1 2026 | May 19, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 15,694 | 2,324 | 0.09% | 0.08% | 729 | -66 | -0.42% | Q1 2026 | Apr 16, 2026 |
| Dai-ichi Life Insurance Company, Ltd | History | Reduced | 15,688 | 2,323 | 0.07% | 0.09% | 730 | -9,348 | -37.34% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 15,567 | 2,305 | 0.85% | 0.81% | 731 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 15,555 | 2,303 | 0.76% | 0.95% | 732 | -2,705 | -14.81% | Q1 2026 | May 15, 2026 |
| Prudent Man Advisors, LLC | History | Added to | 15,492 | 2,294 | 0.69% | 0.8% | 733 | +188 | 1.23% | Q1 2026 | May 08, 2026 |
| SP Asset Management LLC | History | Added to | 15,475 | 2,291 | 0.2% | 0.17% | 734 | +89 | 0.58% | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 15,390 | 2,278 | 0.0% | 0.0% | 735 | +1,909 | 14.16% | Q1 2026 | May 14, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 15,326 | 2,269 | 0.83% | 0.91% | 737 | -1,801 | -10.52% | Q1 2026 | May 08, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 15,327 | 2,269 | 0.43% | 0.47% | 736 | -538 | -3.39% | Q1 2026 | Apr 20, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 15,300 | 2,265 | 0.0% | 0.0% | 738 | -18,169 | -54.29% | Q1 2026 | May 13, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 15,247 | 2,258 | 0.9% | 0.83% | 739 | +490 | 3.32% | Q1 2026 | Apr 23, 2026 |
| FF Advisors,LLC | History | Reduced | 14,477 | 2,255 | 0.91% | 0.93% | 740 | -1 | -0.01% | Q1 2026 | Apr 27, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 15,193 | 2,250 | 0.0% | 0.0% | 741 | -553 | -3.51% | Q1 2026 | May 14, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 15,182 | 2,248 | 1.29% | 1.26% | 742 | -106 | -0.69% | Q1 2026 | May 01, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 15,158 | 2,244 | 0.45% | 0.36% | 743 | +2,724 | 21.91% | Q1 2026 | May 12, 2026 |
| Financial Enhancement Group LLC | History | Added to | 14,427 | 2,237 | 0.28% | 0.25% | 744 | +1,332 | 10.17% | Q1 2026 | Apr 20, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 15,100 | 2,236 | 0.04% | 0.04% | 745 | -118 | -0.78% | Q1 2026 | May 07, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 15,066 | 2,231 | 0.0% | 0.0% | 746 | -267 | -1.74% | Q1 2026 | May 18, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 15,054 | 2,229 | 1.19% | 1.18% | 747 | +190 | 1.28% | Q1 2026 | Apr 24, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 15,046 | 2,228 | 0.75% | 0.72% | 748 | -5 | -0.03% | Q1 2026 | May 13, 2026 |
| Centurion Wealth Management LLC | History | Added to | 15,037 | 2,227 | 0.5% | 0.47% | 749 | +165 | 1.11% | Q1 2026 | Apr 10, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 15,013 | 2,223 | 0.75% | 1.0% | 750 | -5,493 | -26.79% | Q1 2026 | Apr 08, 2026 |
| WEBSTER BANK, N. A. | History | No change | 15,009 | 2,222 | 0.21% | 0.2% | 751 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Added to | 14,977 | 2,218 | 0.83% | 0.69% | 752 | +1,637 | 12.27% | Q1 2026 | May 18, 2026 |
| Carr Financial Group Corp | History | Reduced | 14,969 | 2,216 | 0.58% | 0.6% | 753 | -834 | -5.28% | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 14,988 | 2,214 | 0.01% | 0.01% | 754 | +2,757 | 22.54% | Q1 2026 | May 12, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 14,501 | 2,205 | 0.45% | 0.43% | 755 | +929 | 6.84% | Q1 2026 | Apr 15, 2026 |
| Essex Bank | History | Reduced | 14,876 | 2,203 | 0.49% | 0.47% | 756 | -167 | -1.11% | Q1 2026 | Apr 17, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 14,610 | 2,163 | 0.93% | 0.9% | 757 | -49 | -0.33% | Q1 2026 | May 15, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 14,566 | 2,157 | 0.59% | 0.57% | 758 | +197 | 1.37% | Q1 2026 | Apr 14, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 14,539 | 2,153 | 0.03% | 0.03% | 759 | +537 | 3.84% | Q1 2026 | Apr 27, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Reduced | 14,542 | 2,153 | 0.69% | 0.65% | 760 | -91 | -0.62% | Q1 2026 | Apr 21, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 13,741 | 2,148 | 1.14% | 0.76% | 761 | +2,677 | 24.2% | Q1 2026 | May 11, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 14,510 | 2,148 | 0.36% | 0.38% | 762 | -754 | -4.94% | Q1 2026 | May 04, 2026 |
| Monument Capital Management | History | Reduced | 14,476 | 2,143 | 0.54% | 0.73% | 763 | -5,998 | -29.3% | Q1 2026 | Apr 15, 2026 |
| Joseph Group Capital Management | History | Added to | 14,434 | 2,137 | 0.53% | 0.54% | 764 | +108 | 0.75% | Q1 2026 | May 08, 2026 |
| Compass Financial Services Inc | History | Added to | 14,364 | 2,127 | 0.92% | 0.89% | 765 | +40 | 0.28% | Q1 2026 | May 01, 2026 |
| ARWA LLC | History | Reduced | 13,858 | 2,115 | 1.05% | 1.27% | 766 | -1,325 | -8.73% | Q1 2026 | Apr 13, 2026 |
| BRIGHTON SECURITIES CORP. | History | Reduced | 14,234 | 2,108 | 1.02% | 1.07% | 767 | -903 | -5.97% | Q1 2026 | Apr 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 14,115 | 2,090 | 0.1% | 0.09% | 768 | +963 | 7.32% | Q1 2026 | May 18, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 14,101 | 2,088 | 1.13% | 1.05% | 769 | +819 | 6.17% | Q1 2026 | May 12, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 14,086 | 2,086 | 0.99% | 1.02% | 770 | -337 | -2.34% | Q1 2026 | May 01, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 14,084 | 2,085 | 0.14% | 0.13% | 771 | -532 | -3.64% | Q1 2026 | May 21, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 14,068 | 2,083 | 0.68% | 0.69% | 773 | -296 | -2.06% | Q1 2026 | Apr 24, 2026 |
| Financial Insights, Inc. | History | Added to | 14,068 | 2,083 | 0.67% | 0.67% | 772 | +200 | 1.44% | Q1 2026 | May 18, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 14,061 | 2,082 | 0.15% | 0.06% | 774 | +8,239 | 141.51% | Q1 2026 | May 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 14,037 | 2,078 | 0.25% | 0.22% | 775 | +1,407 | 11.14% | Q1 2026 | May 05, 2026 |
| UMB Bank, n.a. | History | Added to | 14,026 | 2,077 | 0.03% | 0.02% | 776 | +2,090 | 17.51% | Q1 2026 | May 11, 2026 |
| COFG Advisors, LLC | History | Added to | 14,011 | 2,074 | 0.51% | 0.48% | 777 | +579 | 4.31% | Q1 2026 | May 11, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 13,994 | 2,072 | 1.86% | 1.86% | 779 | +146 | 1.05% | Q1 2026 | Apr 28, 2026 |
| APS Management Group, Inc. | History | Added to | 13,992 | 2,072 | 1.77% | 1.72% | 778 | +11 | 0.08% | Q1 2026 | Apr 15, 2026 |
| Apriem Advisors | History | Added to | 13,974 | 2,069 | 0.2% | 0.03% | 780 | +11,950 | 590.42% | Q1 2026 | May 14, 2026 |
| Junk Investment Group, LLC | History | New | 13,833 | 2,048 | 1.07% | — | 782 | +13,833 | New | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 13,830 | 2,048 | 0.14% | 0.13% | 781 | +786 | 6.03% | Q1 2026 | May 12, 2026 |
| Circle Wealth Management, LLC | History | No change | 13,749 | 2,036 | 0.03% | 0.03% | 783 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Creekside Partners | History | Added to | 13,698 | 2,028 | 0.84% | 0.83% | 784 | +5 | 0.04% | Q1 2026 | Apr 21, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 13,672 | 2,024 | 0.46% | 0.46% | 785 | -282 | -2.02% | Q1 2026 | Apr 27, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 13,648 | 2,021 | 0.08% | 0.08% | 786 | +305 | 2.29% | Q1 2026 | May 12, 2026 |
| Verity Asset Management, Inc. | History | Added to | 13,640 | 2,020 | 0.85% | 0.8% | 787 | +578 | 4.43% | Q1 2026 | Apr 21, 2026 |
| W ADVISORS, LLC | History | Added to | 13,582 | 2,011 | 1.03% | 0.95% | 788 | +421 | 3.2% | Q1 2026 | Apr 29, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 13,540 | 2,005 | 0.97% | 0.93% | 789 | +24 | 0.18% | Q1 2026 | May 07, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 13,531 | 2,003 | 0.14% | 0.15% | 790 | -442 | -3.16% | Q1 2026 | May 15, 2026 |
| InvesTrust | History | Reduced | 13,465 | 1,994 | 0.84% | 0.79% | 791 | -823 | -5.76% | Q1 2026 | Apr 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 13,459 | 1,993 | 0.07% | 0.06% | 792 | +1,752 | 14.97% | Q1 2026 | May 14, 2026 |
| 360 Financial, Inc. | History | Reduced | 13,326 | 1,973 | 0.59% | 0.58% | 793 | -11 | -0.08% | Q1 2026 | May 07, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Added to | 13,302 | 1,970 | 0.44% | 0.42% | 794 | +109 | 0.83% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 13,281 | 1,966 | 0.02% | 0.02% | 795 | +87 | 0.66% | Q1 2026 | Apr 13, 2026 |
| CRA Financial Services, LLC | History | Added to | 13,222 | 1,958 | 0.25% | 0.22% | 796 | +1,536 | 13.14% | Q1 2026 | Apr 09, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 13,222 | 1,958 | 0.26% | 0.27% | 797 | -197 | -1.47% | Q1 2026 | Apr 28, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 13,211 | 1,956 | 0.77% | 0.68% | 798 | +1,500 | 12.81% | Q1 2026 | Apr 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 13,184 | 1,952 | 0.04% | 0.03% | 799 | +1,965 | 17.51% | Q1 2026 | May 15, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 13,148 | 1,947 | 1.81% | 1.92% | 801 | -1,481 | -10.12% | Q1 2026 | Apr 15, 2026 |
| ASPIRIANT, LLC | History | Added to | 13,149 | 1,947 | 0.06% | 0.05% | 800 | +254 | 1.97% | Q1 2026 | May 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 13,555 | 1,945 | 0.13% | 0.13% | 802 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 12,647 | 1,930 | 0.11% | 0.13% | 803 | -2,394 | -15.92% | Q1 2026 | Apr 17, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 12,917 | 1,913 | 0.06% | 0.05% | 804 | +1,692 | 15.07% | Q1 2026 | Apr 24, 2026 |
| Indivisible Partners | History | Added to | 12,838 | 1,901 | 0.17% | 0.08% | 806 | +7,399 | 136.04% | Q1 2026 | Apr 30, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 12,840 | 1,901 | 0.15% | 0.16% | 805 | -626 | -4.65% | Q1 2026 | May 15, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 13,215 | 1,896 | 0.29% | 0.28% | 807 | -607 | -4.39% | Q1 2026 | Apr 22, 2026 |
| Wealth Management Nebraska | History | Reduced | 12,786 | 1,893 | 0.19% | 0.21% | 808 | -84 | -0.65% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 12,780 | 1,891 | 0.14% | 0.11% | 809 | -146 | -1.13% | Q1 2026 | May 20, 2026 |
| FULTON BANK, N.A. | History | No change | 12,714 | 1,882 | 0.07% | 0.06% | 810 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Gerald Baker Financial Group LLC | History | New | 12,704 | 1,881 | 0.6% | — | 812 | +12,704 | New | Q1 2026 | May 06, 2026 |
| Red Tortoise LLC | History | Reduced | 12,701 | 1,881 | 0.78% | 0.8% | 811 | -404 | -3.08% | Q1 2026 | Apr 21, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 12,688 | 1,879 | 0.19% | 0.18% | 813 | +1,314 | 11.55% | Q1 2026 | Apr 30, 2026 |
| Leo Wealth, LLC | History | Reduced | 12,671 | 1,876 | 0.14% | 0.15% | 814 | -1,381 | -9.83% | Q1 2026 | May 05, 2026 |
| OPINICUS CAPITAL, INC. | History | Added to | 12,671 | 1,876 | 1.32% | 1.25% | 815 | +225 | 1.81% | Q1 2026 | May 05, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 12,064 | 1,875 | 0.04% | 0.04% | 816 | +1,717 | 16.59% | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | Added to | 12,646 | 1,872 | 0.09% | 0.03% | 817 | +8,415 | 198.89% | Q1 2026 | May 05, 2026 |
| Advocate Investing Services LLC | History | Added to | 12,600 | 1,866 | 1.58% | 1.61% | 818 | +54 | 0.43% | Q1 2026 | Apr 22, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 12,594 | 1,865 | 0.07% | 0.07% | 819 | -316 | -2.45% | Q1 2026 | Apr 24, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 12,549 | 1,858 | 0.0% | 0.0% | 820 | +112 | 0.9% | Q1 2026 | May 14, 2026 |
| Luminvest Wealth Management LLC | History | No change | 12,549 | 1,858 | 0.49% | 0.5% | 821 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MOKAN Wealth Management Inc. | History | Added to | 12,514 | 1,853 | 0.82% | 0.78% | 822 | +324 | 2.66% | Q1 2026 | May 01, 2026 |
| TME FINANCIAL, INC. | History | Added to | 12,438 | 1,842 | 1.28% | 1.22% | 823 | +325 | 2.68% | Q1 2026 | May 12, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 12,807 | 1,838 | 0.36% | 0.36% | 824 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 12,408 | 1,837 | 0.19% | 0.18% | 825 | +59 | 0.48% | Q1 2026 | Apr 22, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 12,366 | 1,831 | 0.21% | 0.2% | 826 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 12,315 | 1,823 | 0.14% | 0.15% | 827 | -1,229 | -9.07% | Q1 2026 | Apr 14, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 12,291 | 1,820 | 0.77% | 0.75% | 828 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 12,279 | 1,818 | 0.02% | 0.01% | 829 | +5,283 | 75.51% | Q1 2026 | May 08, 2026 |
| Trinity Legacy Partners, LLC | History | Reduced | 11,861 | 1,816 | 0.39% | 0.39% | 830 | -46 | -0.39% | Q1 2026 | Apr 16, 2026 |
| Bensler, LLC | History | Reduced | 12,222 | 1,810 | 0.19% | 0.19% | 831 | -871 | -6.65% | Q1 2026 | May 01, 2026 |
| RM Financial Services, LLC | History | Added to | 12,195 | 1,806 | 1.56% | 1.26% | 832 | +2,303 | 23.28% | Q1 2026 | May 14, 2026 |
| Capital Squared Financial LLC | History | Added to | 12,131 | 1,796 | 1.37% | 1.18% | 833 | +1,557 | 14.72% | Q1 2026 | May 01, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 12,119 | 1,794 | 0.65% | 0.64% | 834 | -100 | -0.82% | Q1 2026 | Apr 29, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 12,057 | 1,785 | 0.03% | 0.03% | 835 | -1,994 | -14.19% | Q1 2026 | May 15, 2026 |
| FCA CORP /TX | History | Reduced | 12,032 | 1,781 | 0.5% | 0.5% | 836 | -208 | -1.7% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 11,994 | 1,776 | 0.05% | 0.05% | 837 | +215 | 1.83% | Q1 2026 | Apr 21, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 11,987 | 1,775 | 1.19% | 1.18% | 838 | -190 | -1.56% | Q1 2026 | Apr 29, 2026 |
| New Insight Wealth Advisors | History | Reduced | 11,961 | 1,771 | 0.64% | 0.66% | 839 | -909 | -7.06% | Q1 2026 | May 07, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 12,306 | 1,766 | 1.08% | 1.08% | 840 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 11,922 | 1,765 | 0.21% | 0.13% | 841 | +4,327 | 56.97% | Q1 2026 | Apr 23, 2026 |
| Clarity Financial LLC | History | Reduced | 11,861 | 1,756 | 0.19% | 0.17% | 842 | -732 | -5.81% | Q1 2026 | May 01, 2026 |
| Claris Financial LLC | History | Added to | 11,826 | 1,751 | 0.96% | 0.83% | 843 | +990 | 9.14% | Q1 2026 | May 18, 2026 |
| Rothschild Wealth LLC | History | Added to | 11,809 | 1,748 | 0.16% | 0.14% | 844 | +1,971 | 20.03% | Q1 2026 | May 06, 2026 |
| Allie Family Office LLC | History | No change | 11,795 | 1,746 | 0.76% | 0.79% | 845 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| John A. Wolfe & Associates, Inc. | History | Added to | 18,210 | 1,737 | 2.67% | 0.7% | 846 | +9,113 | 100.18% | Q1 2026 | May 04, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Added to | 11,706 | 1,733 | 0.47% | 0.46% | 847 | +289 | 2.53% | Q1 2026 | May 01, 2026 |
| Fiduciary Alliance LLC | History | Added to | 11,269 | 1,724 | 0.1% | 0.09% | 848 | +1,241 | 12.38% | Q1 2026 | Apr 20, 2026 |
| Seek First Inc. | History | Reduced | 11,633 | 1,722 | 1.21% | 1.21% | 849 | -571 | -4.68% | Q1 2026 | Apr 23, 2026 |
| Factor Wealth Management LTD | History | Reduced | 11,610 | 1,719 | 0.32% | 0.54% | 850 | -5,826 | -33.41% | Q1 2026 | Apr 20, 2026 |
| Root Financial Partners, LLC | History | Reduced | 11,606 | 1,718 | 0.08% | 0.09% | 851 | -51 | -0.44% | Q1 2026 | Apr 24, 2026 |
| Trilogy Capital Inc. | History | Added to | 11,600 | 1,717 | 0.08% | 0.07% | 852 | +420 | 3.76% | Q1 2026 | Apr 21, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 11,577 | 1,714 | 1.01% | 0.99% | 853 | +3,860 | 50.02% | Q1 2026 | Apr 16, 2026 |
| Nilsine Partners, LLC | History | No change | 11,088 | 1,714 | 0.13% | 0.14% | 854 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| LongView Wealth Management | History | Added to | 11,182 | 1,712 | 0.43% | 0.39% | 855 | +234 | 2.14% | Q1 2026 | Apr 15, 2026 |
| TI-TRUST, INC | History | Added to | 11,554 | 1,711 | 1.02% | 0.94% | 856 | +990 | 9.37% | Q1 2026 | Apr 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 11,532 | 1,707 | 0.03% | — | 857 | +11,532 | New | Q1 2026 | Apr 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 11,500 | 1,703 | 0.0% | 0.01% | 858 | -5,400 | -31.95% | Q1 2026 | May 04, 2026 |
| Spire Wealth Management | History | Added to | 11,467 | 1,698 | 0.06% | 0.05% | 859 | +398 | 3.6% | Q1 2026 | Apr 22, 2026 |
| Compound Planning, Inc. | History | Reduced | 11,431 | 1,692 | 0.05% | 0.05% | 860 | -205 | -1.76% | Q1 2026 | May 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 11,416 | 1,690 | 0.06% | 0.06% | 861 | -1,066 | -8.54% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Added to | 11,399 | 1,688 | 0.14% | 0.12% | 862 | +840 | 7.96% | Q1 2026 | May 01, 2026 |
| Covestor Ltd | History | Added to | 11,394 | 1,688 | 1.17% | 0.83% | 863 | +294 | 2.65% | Q1 2026 | May 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 11,391 | 1,687 | 0.11% | 0.09% | 864 | +1,170 | 11.45% | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 11,364 | 1,683 | 0.03% | 0.02% | 865 | +2,965 | 35.3% | Q1 2026 | Apr 07, 2026 |
| Ballentine Partners, LLC | History | Reduced | 11,349 | 1,680 | 0.02% | 0.02% | 866 | -108 | -0.94% | Q1 2026 | May 14, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 11,332 | 1,678 | 0.25% | 0.25% | 867 | -219 | -1.9% | Q1 2026 | May 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 11,314 | 1,675 | 0.04% | 0.04% | 868 | +338 | 3.08% | Q1 2026 | Apr 07, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 11,299 | 1,673 | 1.19% | 1.05% | 869 | +1,452 | 14.75% | Q1 2026 | May 19, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 11,261 | 1,667 | 0.03% | 0.03% | 870 | +32 | 0.28% | Q1 2026 | May 13, 2026 |
| Westfuller Advisors, LLC | History | Added to | 11,242 | 1,664 | 0.72% | 0.63% | 871 | +399 | 3.68% | Q1 2026 | Apr 28, 2026 |
| RHS Financial, LLC | History | Added to | 11,156 | 1,652 | 0.78% | 0.65% | 872 | +1,923 | 20.83% | Q1 2026 | Apr 28, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 11,075 | 1,640 | 0.07% | 0.06% | 873 | -25 | -0.23% | Q1 2026 | May 06, 2026 |
| Rossmore Private Capital | History | No change | 11,079 | 1,640 | 0.14% | 0.14% | 874 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sidoxia Capital Management, LLC | History | New | 11,045 | 1,635 | 1.41% | — | 875 | +11,045 | New | Q1 2026 | May 11, 2026 |
| Columbus Macro, LLC | History | Added to | 11,001 | 1,629 | 0.17% | 0.17% | 876 | +63 | 0.58% | Q1 2026 | Apr 21, 2026 |
| Portland Financial Advisors Inc | History | No change | 10,966 | 1,624 | 3.38% | 3.34% | 877 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CHRISTINE MESSMER PC | History | Reduced | 10,883 | 1,611 | 1.03% | 1.33% | 878 | -3,354 | -23.56% | Q1 2026 | Apr 21, 2026 |
| GreatBanc Trust CO | History | Reduced | 10,785 | 1,597 | 1.12% | 1.33% | 879 | -2,340 | -17.83% | Q1 2026 | Apr 30, 2026 |
| Fulcrum Capital LLC | History | No change | 10,765 | 1,594 | 0.35% | 0.31% | 880 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Balboa Wealth Partners | History | Added to | 10,711 | 1,586 | 0.27% | 0.25% | 882 | +55 | 0.52% | Q1 2026 | Apr 16, 2026 |
| Black Diamond Financial, LLC | History | Added to | 10,713 | 1,586 | 0.17% | 0.16% | 881 | +28 | 0.26% | Q1 2026 | May 05, 2026 |
| John W. Brooker & Co., CPAs | History | No change | 10,648 | 1,576 | 2.48% | 2.74% | 883 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 10,624 | 1,573 | 0.15% | 0.17% | 884 | -1,331 | -11.13% | Q1 2026 | Apr 30, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 10,620 | 1,572 | 0.17% | 0.12% | 885 | +3,254 | 44.18% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 10,596 | 1,569 | 0.06% | 0.04% | 886 | +3,269 | 44.62% | Q1 2026 | Apr 28, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 10,600 | 1,569 | 0.34% | 0.33% | 887 | +193 | 1.85% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 10,146 | 1,565 | 0.1% | 0.09% | 888 | +1,201 | 13.43% | Q1 2026 | Apr 22, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 10,569 | 1,565 | 0.18% | 0.17% | 889 | -245 | -2.27% | Q1 2026 | May 04, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 10,441 | 1,546 | 0.44% | 0.41% | 890 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 10,427 | 1,544 | 0.53% | 0.6% | 891 | -1,109 | -9.61% | Q1 2026 | Apr 23, 2026 |
| HM PAYSON & CO | History | Added to | 10,371 | 1,535 | 0.02% | 0.02% | 892 | +582 | 5.95% | Q1 2026 | Apr 13, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 10,370 | 1,535 | 0.53% | 0.51% | 893 | +38 | 0.37% | Q1 2026 | Apr 01, 2026 |
| JT Stratford LLC | History | Reduced | 10,320 | 1,528 | 0.19% | 0.2% | 894 | -403 | -3.76% | Q1 2026 | May 15, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 10,312 | 1,527 | 0.71% | 0.7% | 895 | -21 | -0.2% | Q1 2026 | May 14, 2026 |
| Investment Management Trust, LLC | History | New | 10,294 | 1,524 | 1.49% | — | 897 | +10,294 | New | Q1 2026 | Apr 24, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 10,292 | 1,524 | 0.04% | 0.04% | 896 | -1,168 | -10.19% | Q1 2026 | May 14, 2026 |
| SRH ADVISORS, LLC | History | Reduced | 10,236 | 1,515 | 0.43% | 0.46% | 898 | -967 | -8.63% | Q1 2026 | Apr 29, 2026 |
| Great Diamond Partners, LLC | History | No change | 10,232 | 1,515 | 0.29% | 0.28% | 899 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 10,206 | 1,511 | 0.09% | 0.08% | 900 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 10,130 | 1,500 | 0.09% | 0.08% | 901 | +659 | 6.96% | Q1 2026 | May 13, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 10,091 | 1,494 | 0.05% | 0.04% | 902 | -148 | -1.45% | Q1 2026 | May 13, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 10,057 | 1,489 | 0.12% | 0.11% | 903 | -3 | -0.03% | Q1 2026 | Apr 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 10,031 | 1,485 | 0.19% | 0.2% | 904 | +117 | 1.18% | Q1 2026 | Apr 15, 2026 |
| PUREfi Wealth, LLC | History | Added to | 10,007 | 1,482 | 0.97% | 1.09% | 905 | +59 | 0.59% | Q1 2026 | Apr 28, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 10,000 | 1,481 | 0.6% | 0.52% | 906 | +1,246 | 14.23% | Q1 2026 | May 12, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 9,987 | 1,479 | 0.05% | 0.04% | 907 | +1,090 | 12.25% | Q1 2026 | Apr 17, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 9,992 | 1,479 | 0.51% | 0.48% | 908 | -17 | -0.17% | Q1 2026 | Apr 23, 2026 |
| Bell Bank | History | Reduced | 9,961 | 1,475 | 0.06% | 0.66% | 909 | -97,373 | -90.72% | Q1 2026 | Apr 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 10,144 | 1,475 | 0.09% | 0.07% | 910 | -527 | -4.94% | Q1 2026 | Apr 24, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 9,937 | 1,471 | 0.35% | 0.34% | 911 | +176 | 1.8% | Q1 2026 | Apr 20, 2026 |
| DF DENT & CO INC | History | Added to | 9,913 | 1,468 | 0.03% | 0.02% | 912 | +115 | 1.17% | Q1 2026 | May 15, 2026 |
| Fairscale Capital, LLC | History | Reduced | 9,883 | 1,463 | 1.01% | 0.94% | 913 | -47 | -0.47% | Q1 2026 | May 11, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 9,875 | 1,462 | 1.38% | — | 915 | +9,875 | New | Q1 2026 | May 14, 2026 |
| Sage Investment Advisers LLC | History | Added to | 9,884 | 1,462 | 1.08% | 1.04% | 914 | +213 | 2.2% | Q1 2026 | Apr 10, 2026 |
| NICOLET BANKSHARES INC | History | New | 9,853 | 1,457 | 0.05% | — | 916 | +9,853 | New | Q1 2026 | May 14, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 9,810 | 1,453 | 0.06% | 0.06% | 917 | -75 | -0.76% | Q1 2026 | May 12, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 9,787 | 1,449 | 0.8% | 0.69% | 918 | +89 | 0.92% | Q1 2026 | May 07, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 9,740 | 1,442 | 0.21% | 0.2% | 919 | +478 | 5.16% | Q1 2026 | Apr 21, 2026 |
| 5T Wealth, LLC | History | Added to | 9,734 | 1,441 | 0.57% | 0.4% | 920 | +2,711 | 38.6% | Q1 2026 | Apr 13, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 9,723 | 1,440 | 0.48% | 0.51% | 921 | -365 | -3.62% | Q1 2026 | May 05, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | New | 9,693 | 1,435 | 0.26% | — | 923 | +9,693 | New | Q1 2026 | May 14, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 9,691 | 1,435 | 0.68% | 0.64% | 922 | +65 | 0.68% | Q1 2026 | May 15, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 9,665 | 1,431 | 0.69% | 0.7% | 924 | -235 | -2.37% | Q1 2026 | May 08, 2026 |
| Finward Bancorp | History | Added to | 9,613 | 1,423 | 1.14% | 1.04% | 925 | +260 | 2.78% | Q1 2026 | Apr 10, 2026 |
| Dakota Wealth Management | History | Reduced | 9,588 | 1,419 | 0.03% | 0.03% | 926 | -2,231 | -18.88% | Q1 2026 | May 07, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 9,886 | 1,418 | 0.11% | 0.11% | 927 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 9,573 | 1,417 | 0.24% | 0.23% | 928 | +157 | 1.67% | Q1 2026 | Apr 21, 2026 |
| Sage Capital Advisors,llc | History | Added to | 9,559 | 1,415 | 0.33% | 0.29% | 930 | +1,001 | 11.7% | Q1 2026 | Apr 07, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 9,560 | 1,415 | 0.04% | 0.04% | 929 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Thomasville National Bank | History | No change | 9,858 | 1,414 | 0.09% | 0.09% | 931 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 9,488 | 1,405 | 0.02% | 0.02% | 932 | +122 | 1.3% | Q1 2026 | May 11, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 9,439 | 1,397 | 0.27% | 0.25% | 933 | -290 | -2.98% | Q1 2026 | Apr 29, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 9,434 | 1,397 | 0.12% | 0.11% | 934 | -86 | -0.9% | Q1 2026 | Apr 20, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 9,428 | 1,396 | 0.07% | 0.07% | 935 | -146 | -1.52% | Q1 2026 | May 07, 2026 |
| Highland Financial Advisors, LLC | History | Reduced | 9,423 | 1,395 | 0.37% | 0.4% | 936 | -618 | -6.15% | Q1 2026 | Apr 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 9,391 | 1,390 | 0.01% | 0.04% | 937 | -24,233 | -72.07% | Q1 2026 | May 13, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 9,376 | 1,388 | 0.32% | 0.3% | 938 | +173 | 1.88% | Q1 2026 | Apr 23, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 9,266 | 1,372 | 0.13% | 0.12% | 939 | +10 | 0.11% | Q1 2026 | May 15, 2026 |
| Klingman & Associates, LLC | History | No change | 9,264 | 1,371 | 0.07% | 0.06% | 940 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MAYPORT, LLC | History | Reduced | 9,257 | 1,370 | 0.25% | 0.27% | 941 | -48 | -0.52% | Q1 2026 | Apr 21, 2026 |
| LVW Advisors, LLC | History | Reduced | 9,248 | 1,369 | 0.13% | 0.14% | 942 | -41 | -0.44% | Q1 2026 | Apr 20, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 9,241 | 1,368 | 0.19% | — | 943 | +9,241 | New | Q1 2026 | May 08, 2026 |
| Curi Capital, LLC | History | Added to | 9,173 | 1,358 | 0.02% | 0.02% | 944 | +1,257 | 15.88% | Q1 2026 | May 15, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 9,132 | 1,352 | 0.55% | 0.52% | 945 | +68 | 0.75% | Q1 2026 | May 08, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 9,086 | 1,345 | 0.01% | 0.01% | 946 | +506 | 5.9% | Q1 2026 | May 15, 2026 |
| Liberty Capital Management, Inc. | History | No change | 9,333 | 1,339 | 0.25% | 0.25% | 947 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 9,016 | 1,335 | 0.08% | 0.08% | 948 | -527 | -5.52% | Q1 2026 | Apr 29, 2026 |
| Values Added Financial LLC | History | Added to | 8,997 | 1,332 | 0.56% | 0.53% | 949 | +304 | 3.5% | Q1 2026 | Apr 20, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 8,929 | 1,322 | 0.09% | 0.09% | 950 | +49 | 0.55% | Q1 2026 | May 12, 2026 |
| BANTAMAC CAPITAL, LLC | History | Reduced | 8,904 | 1,318 | 0.71% | 0.62% | 951 | -101 | -1.12% | Q1 2026 | May 11, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 8,885 | 1,315 | 0.21% | 0.19% | 952 | +1,484 | 20.05% | Q1 2026 | Apr 30, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 8,880 | 1,315 | 0.33% | 0.32% | 953 | -10 | -0.11% | Q1 2026 | Apr 28, 2026 |
| Magnus Financial Group LLC | History | Added to | 8,802 | 1,303 | 0.11% | 0.1% | 954 | +47 | 0.54% | Q1 2026 | Apr 10, 2026 |
| Miramar Capital, LLC | History | Reduced | 8,766 | 1,298 | 0.29% | 0.28% | 955 | -300 | -3.31% | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | Added to | 8,745 | 1,295 | 0.05% | 0.05% | 956 | +9 | 0.1% | Q1 2026 | Apr 28, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 8,739 | 1,294 | 0.0% | 0.0% | 957 | +1,029 | 13.35% | Q1 2026 | May 15, 2026 |
| Aspen Investment Management Inc | History | Reduced | 8,715 | 1,291 | 0.4% | 0.38% | 958 | -20 | -0.23% | Q1 2026 | Apr 15, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 8,709 | 1,289 | 0.82% | 0.88% | 960 | -2,177 | -20.0% | Q1 2026 | Apr 21, 2026 |
| Donalies Financial Planning, LLC | History | Reduced | 8,705 | 1,289 | 1.1% | 1.27% | 962 | -1,658 | -16.0% | Q1 2026 | May 05, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | Reduced | 8,705 | 1,289 | 0.63% | 0.61% | 959 | -394 | -4.33% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | No change | 8,710 | 1,289 | 0.23% | 0.23% | 961 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 8,687 | 1,286 | 0.21% | 0.19% | 964 | -139 | -1.57% | Q1 2026 | May 04, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 8,689 | 1,286 | 0.03% | 0.02% | 963 | -47 | -0.54% | Q1 2026 | Apr 15, 2026 |
| Andrews Advisory Associates, LLC | History | Added to | 8,676 | 1,284 | 0.68% | 0.66% | 965 | +2 | 0.02% | Q1 2026 | May 14, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 8,660 | 1,282 | 0.18% | 0.17% | 966 | +69 | 0.8% | Q1 2026 | May 13, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 8,651 | 1,281 | 1.18% | 1.26% | 967 | -707 | -7.56% | Q1 2026 | May 08, 2026 |
| MidFirst Bank | History | Added to | 8,645 | 1,280 | 0.11% | 0.09% | 968 | +574 | 7.11% | Q1 2026 | May 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 8,612 | 1,275 | 0.59% | 0.48% | 969 | -954 | -9.97% | Q1 2026 | May 05, 2026 |
| Moran Wealth Management, LLC | History | Added to | 8,551 | 1,266 | 0.04% | 0.03% | 970 | +740 | 9.47% | Q1 2026 | Apr 27, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 8,541 | 1,264 | 0.29% | 0.29% | 971 | -412 | -4.6% | Q1 2026 | Apr 28, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 8,512 | 1,260 | 0.04% | 0.04% | 972 | -63 | -0.73% | Q1 2026 | May 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 8,448 | 1,251 | 0.09% | 0.09% | 973 | +590 | 7.51% | Q1 2026 | Apr 30, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 8,414 | 1,246 | 0.37% | 0.35% | 974 | +9 | 0.11% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 8,390 | 1,242 | 0.06% | 0.06% | 975 | -26 | -0.31% | Q1 2026 | Apr 23, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 8,379 | 1,240 | 0.1% | 0.1% | 976 | +189 | 2.31% | Q1 2026 | Apr 08, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 8,366 | 1,239 | 0.57% | — | 977 | +8,366 | New | Q1 2026 | Apr 15, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 8,318 | 1,231 | 0.03% | 0.02% | 978 | +1,170 | 16.37% | Q1 2026 | May 08, 2026 |
| Visionary Wealth Advisors | History | Added to | 8,293 | 1,228 | 0.05% | 0.05% | 979 | +698 | 9.19% | Q1 2026 | May 13, 2026 |
| Poehling Capital Management, INC. | History | No change | 8,276 | 1,225 | 0.26% | 0.24% | 980 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 8,238 | 1,220 | 0.78% | 0.79% | 981 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 8,229 | 1,218 | 1.2% | 1.15% | 982 | +25 | 0.3% | Q1 2026 | Apr 07, 2026 |
| TMB Capital Partners, LLC | History | Added to | 8,216 | 1,216 | 0.41% | 0.4% | 983 | +141 | 1.75% | Q1 2026 | May 08, 2026 |
| Next Capital Management LLC | History | Added to | 8,193 | 1,213 | 0.37% | 0.36% | 984 | +415 | 5.34% | Q1 2026 | May 07, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 8,112 | 1,201 | 0.15% | 0.14% | 985 | -56 | -0.69% | Q1 2026 | Apr 24, 2026 |
| Archer Investment Corp | History | Reduced | 8,038 | 1,190 | 0.25% | 0.28% | 986 | -609 | -7.04% | Q1 2026 | May 04, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 8,031 | 1,189 | 0.08% | 0.1% | 987 | -448 | -5.28% | Q1 2026 | Apr 17, 2026 |
| LeClair Wealth Partners LLC | History | New | 7,982 | 1,182 | 0.41% | — | 989 | +7,982 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Reduced | 7,982 | 1,182 | 0.41% | 0.54% | 988 | -2,415 | -23.23% | Q1 2026 | May 05, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 7,952 | 1,177 | 0.2% | 0.19% | 990 | +480 | 6.42% | Q1 2026 | May 05, 2026 |
| MBA Advisors LLC | History | Added to | 7,948 | 1,177 | 0.45% | 0.46% | 992 | +41 | 0.52% | Q1 2026 | Apr 20, 2026 |
| Vantage Investment Partners, LLC | History | No change | 7,950 | 1,177 | 0.08% | 0.08% | 991 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 7,926 | 1,173 | 0.09% | 0.09% | 993 | -48 | -0.6% | Q1 2026 | May 05, 2026 |
| GM Advisory Group, LLC | History | Added to | 7,915 | 1,172 | 0.05% | 0.02% | 994 | +3,971 | 100.68% | Q1 2026 | Apr 28, 2026 |
| PROSPERITY BANCSHARES INC | History | Added to | 7,896 | 1,169 | 0.94% | 0.7% | 995 | +2,454 | 45.09% | Q1 2026 | May 12, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 7,847 | 1,162 | 0.88% | 0.9% | 996 | +115 | 1.49% | Q1 2026 | Apr 21, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 7,834 | 1,160 | 0.17% | 0.17% | 998 | -170 | -2.12% | Q1 2026 | Apr 09, 2026 |
| Concord Wealth Partners | History | Reduced | 7,835 | 1,160 | 0.15% | 0.15% | 997 | -155 | -1.94% | Q1 2026 | May 01, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 7,827 | 1,159 | 0.46% | 0.42% | 999 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 7,780 | 1,152 | 0.12% | 0.1% | 1000 | +627 | 8.77% | Q1 2026 | Apr 28, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 7,779 | 1,148 | 0.08% | 0.08% | 1001 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 7,663 | 1,134 | 0.07% | 0.07% | 1002 | -9 | -0.12% | Q1 2026 | Apr 16, 2026 |
| Monetary Solutions, Ltd | History | Added to | 7,653 | 1,133 | 1.09% | 0.37% | 1003 | +4,999 | 188.36% | Q1 2026 | May 01, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 7,649 | 1,132 | 0.13% | 0.13% | 1004 | +117 | 1.55% | Q1 2026 | Apr 21, 2026 |
| Plancorp, LLC | History | Added to | 7,440 | 1,131 | 0.03% | 0.03% | 1005 | +70 | 0.95% | Q1 2026 | Apr 14, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 7,596 | 1,125 | 0.37% | 0.36% | 1006 | -111 | -1.44% | Q1 2026 | May 15, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 7,571 | 1,121 | 0.14% | 0.14% | 1007 | +134 | 1.8% | Q1 2026 | May 06, 2026 |
| Next Level Wealth Planning, LLC | History | Reduced | 7,559 | 1,119 | 0.57% | 0.61% | 1008 | -460 | -5.74% | Q1 2026 | Apr 21, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 7,530 | 1,115 | 0.22% | 0.27% | 1009 | -395 | -4.98% | Q1 2026 | May 11, 2026 |
| LOM Asset Management Ltd | History | No change | 7,520 | 1,113 | 0.32% | 0.31% | 1010 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 7,486 | 1,108 | 0.48% | 0.43% | 1011 | +421 | 5.96% | Q1 2026 | Apr 20, 2026 |
| BG Investment Services, LLC | History | Added to | 7,472 | 1,106 | 0.92% | 0.83% | 1012 | +966 | 14.85% | Q1 2026 | May 08, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 7,445 | 1,102 | 0.18% | 0.18% | 1013 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 7,432 | 1,100 | 0.64% | 0.66% | 1014 | -56 | -0.75% | Q1 2026 | May 12, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 7,341 | 1,087 | 0.23% | 0.24% | 1015 | -566 | -7.16% | Q1 2026 | May 08, 2026 |
| Aspen Grove Capital, LLC | History | No change | 7,346 | 1,087 | 0.21% | 0.18% | 1016 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 7,312 | 1,082 | 0.37% | 0.39% | 1017 | -368 | -4.79% | Q1 2026 | Apr 29, 2026 |
| SHP Wealth Management | History | Reduced | 7,259 | 1,075 | 0.08% | 0.09% | 1018 | -567 | -7.25% | Q1 2026 | May 08, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 7,204 | 1,066 | 0.08% | 0.07% | 1020 | +1,235 | 20.69% | Q1 2026 | Apr 22, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 7,201 | 1,066 | 0.66% | 0.61% | 1021 | +35 | 0.49% | Q1 2026 | Apr 23, 2026 |
| Courage Miller Partners, LLC | History | No change | 7,200 | 1,066 | 0.3% | 0.31% | 1019 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WNY Asset Management, LLC | History | New | 7,194 | 1,065 | 0.11% | — | 1022 | +7,194 | New | Q1 2026 | May 22, 2026 |
| Southland Equity Partners LLC | History | Added to | 7,188 | 1,064 | 0.21% | 0.2% | 1023 | +49 | 0.69% | Q1 2026 | Apr 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 7,171 | 1,062 | 0.12% | 0.11% | 1024 | +518 | 7.79% | Q1 2026 | Apr 16, 2026 |
| New Republic Capital, LLC | History | Reduced | 7,151 | 1,059 | 0.36% | 0.29% | 1027 | -502 | -6.56% | Q1 2026 | May 01, 2026 |
| Continuum Advisory, LLC | History | Added to | 7,156 | 1,059 | 0.1% | 0.1% | 1025 | +14 | 0.2% | Q1 2026 | Apr 22, 2026 |
| NCM Capital Management, LLC | History | No change | 7,156 | 1,059 | 0.38% | 0.38% | 1026 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Reduced | 7,098 | 1,051 | 0.02% | 0.02% | 1028 | -237 | -3.23% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 7,056 | 1,045 | 0.09% | 0.07% | 1029 | +2,770 | 64.63% | Q1 2026 | May 12, 2026 |
| Quartz Partners, LLC | History | Added to | 7,055 | 1,044 | 0.4% | 0.37% | 1030 | +124 | 1.79% | Q1 2026 | May 05, 2026 |
| Private Capital Management, LLC | History | Added to | 7,026 | 1,040 | 0.1% | 0.08% | 1032 | +687 | 10.84% | Q1 2026 | May 15, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 7,027 | 1,040 | 0.38% | 0.38% | 1031 | +40 | 0.57% | Q1 2026 | Apr 17, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 6,997 | 1,036 | 0.32% | 0.35% | 1033 | -224 | -3.1% | Q1 2026 | May 05, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 6,697 | 1,035 | 0.35% | 0.32% | 1034 | -9 | -0.13% | Q1 2026 | Apr 28, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 6,934 | 1,031 | 0.06% | 0.06% | 1035 | -258 | -3.59% | Q1 2026 | Apr 07, 2026 |
| River Street Advisors LLC | History | Reduced | 6,966 | 1,031 | 0.35% | 0.38% | 1036 | -148 | -2.08% | Q1 2026 | Apr 21, 2026 |
| Welch Group, LLC | History | Reduced | 6,955 | 1,030 | 0.04% | 0.04% | 1037 | -155 | -2.18% | Q1 2026 | Apr 21, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 6,691 | 1,029 | 0.28% | 0.29% | 1038 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| KINTRA WEALTH, LLC | History | New | 6,937 | 1,027 | 0.07% | — | 1039 | +6,937 | New | Q1 2026 | May 15, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 6,928 | 1,026 | 0.09% | 0.08% | 1040 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 6,902 | 1,022 | 0.58% | 0.44% | 1041 | +1,440 | 26.36% | Q1 2026 | Apr 09, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 6,881 | 1,019 | 0.15% | 0.14% | 1042 | +90 | 1.33% | Q1 2026 | Apr 20, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 6,878 | 1,018 | 0.53% | 0.25% | 1043 | +401 | 6.19% | Q1 2026 | Apr 15, 2026 |
| Apollon Financial, LLC | History | Added to | 6,871 | 1,017 | 0.14% | 0.14% | 1044 | +95 | 1.4% | Q1 2026 | Apr 22, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 6,825 | 1,010 | 0.04% | 0.07% | 1045 | -4,550 | -40.0% | Q1 2026 | Apr 28, 2026 |
| Moors & Cabot, Inc. | History | Added to | 6,813 | 1,009 | 0.04% | 0.01% | 1046 | +4,802 | 238.79% | Q1 2026 | May 08, 2026 |
| Westbourne Investment Advisors, Inc. | History | Added to | 6,800 | 1,007 | 0.29% | 0.27% | 1047 | +100 | 1.49% | Q1 2026 | Apr 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 6,777 | 1,003 | 0.16% | 0.13% | 1048 | +77 | 1.15% | Q1 2026 | May 15, 2026 |
| Concord Asset Management, LLC/VA | History | Reduced | 6,746 | 999 | 0.17% | 0.17% | 1049 | -161 | -2.33% | Q1 2026 | May 01, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 6,742 | 998 | 0.14% | 0.14% | 1050 | -308 | -4.37% | Q1 2026 | Apr 29, 2026 |
| Argent Trust Co | History | Added to | 6,717 | 994 | 0.03% | 0.03% | 1051 | +502 | 8.08% | Q1 2026 | May 13, 2026 |
| American National Bank of Texas | History | Reduced | 6,714 | 994 | 0.95% | 0.93% | 1052 | -60 | -0.89% | Q1 2026 | Apr 09, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 6,700 | 992 | 0.0% | — | 1053 | +6,700 | New | Q1 2026 | May 05, 2026 |
| Corus Family Wealth Advisors | History | No change | 6,627 | 981 | 0.8% | 0.76% | 1054 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 6,620 | 980 | 1.17% | 0.82% | 1055 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 6,603 | 977 | 0.07% | 0.06% | 1056 | +1 | 0.02% | Q1 2026 | May 05, 2026 |
| Garton & Associates Financial Advisors LLC | History | Reduced | 6,592 | 976 | 0.8% | 0.55% | 1058 | -204 | -3.0% | Q1 2026 | May 11, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 6,260 | 976 | 0.78% | 0.76% | 1057 | -67 | -1.06% | Q1 2026 | May 14, 2026 |
| Alamar Capital Management, LLC | History | No change | 6,585 | 975 | 0.6% | 0.52% | 1059 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GWN SECURITIES INC. | History | Added to | 6,558 | 971 | 0.19% | 0.19% | 1060 | +91 | 1.41% | Q1 2026 | May 14, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 6,538 | 968 | 0.15% | 0.14% | 1061 | -177 | -2.64% | Q1 2026 | Apr 29, 2026 |
| Sovran Advisors, LLC | History | Reduced | 6,133 | 964 | 0.08% | 0.08% | 1062 | -235 | -3.69% | Q1 2026 | May 01, 2026 |
| WealthSpring Partners, LLC | History | Added to | 6,499 | 962 | 0.88% | 0.95% | 1063 | +3 | 0.05% | Q1 2026 | Apr 20, 2026 |
| Uptown Financial Advisors LLC | History | Reduced | 6,490 | 961 | 0.76% | 0.73% | 1064 | -589 | -8.32% | Q1 2026 | Apr 13, 2026 |
| BankPlus Trust Department | History | No change | 6,458 | 956 | 0.26% | 0.24% | 1065 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Briaud Financial Planning Inc | History | Added to | 6,433 | 952 | 0.25% | 0.2% | 1066 | +675 | 11.72% | Q1 2026 | Apr 10, 2026 |
| Heartland Bank & Trust Co | History | New | 6,413 | 949 | 0.21% | — | 1067 | +6,413 | New | Q1 2026 | May 06, 2026 |
| Glenview Trust Co | History | Added to | 6,401 | 947 | 0.01% | 0.01% | 1068 | +58 | 0.91% | Q1 2026 | May 08, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 6,384 | 945 | 0.08% | 0.05% | 1069 | +1,480 | 30.18% | Q1 2026 | Apr 09, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 6,067 | 941 | 0.01% | 0.01% | 1070 | +2 | 0.03% | Q1 2026 | May 06, 2026 |
| Oakmont Advisory Group, LLC | History | Reduced | 6,344 | 939 | 0.96% | 0.99% | 1071 | -94 | -1.46% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 6,318 | 935 | 0.06% | 0.06% | 1072 | -229 | -3.5% | Q1 2026 | Apr 15, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 6,042 | 934 | 0.3% | 0.13% | 1073 | +3,515 | 139.1% | Q1 2026 | May 12, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 6,300 | 933 | 0.07% | 0.07% | 1074 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Brown Financial Advisory | History | Reduced | 6,296 | 932 | 0.46% | 0.6% | 1075 | -1,954 | -23.68% | Q1 2026 | Apr 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,472 | 928 | 0.04% | 0.04% | 1076 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FourThought Financial Partners, LLC | History | No change | 6,266 | 927 | 0.08% | 0.08% | 1077 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Coastline Complete Wealth LLC | History | Reduced | 6,241 | 924 | 0.57% | 0.63% | 1078 | -747 | -10.69% | Q1 2026 | May 22, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 6,205 | 919 | 0.07% | 0.05% | 1079 | +1,380 | 28.6% | Q1 2026 | May 07, 2026 |
| V2 Financial group LLC | History | No change | 6,200 | 918 | 0.43% | 0.44% | 1080 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Jacobi Capital Management LLC | History | Added to | 6,148 | 910 | 0.05% | 0.04% | 1081 | +1,092 | 21.6% | Q1 2026 | May 13, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 6,142 | 909 | 0.32% | 0.29% | 1082 | +438 | 7.68% | Q1 2026 | Apr 17, 2026 |
| Asempa Wealth Advisors | History | Added to | 6,140 | 908 | 0.79% | 0.76% | 1083 | +10 | 0.16% | Q1 2026 | Apr 08, 2026 |
| Smith Salley Wealth Management | History | Reduced | 6,131 | 907 | 0.05% | 0.17% | 1084 | -17,545 | -74.1% | Q1 2026 | Apr 16, 2026 |
| FOCUS Wealth Advisors, LLC | History | Added to | 6,108 | 904 | 0.44% | 0.41% | 1085 | +1 | 0.02% | Q1 2026 | Apr 08, 2026 |
| Wynn Capital, LLC | History | No change | 6,065 | 898 | 0.46% | 0.42% | 1086 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EASTERN BANK | History | Added to | 6,059 | 897 | 0.02% | 0.01% | 1087 | +3,941 | 186.07% | Q1 2026 | Apr 07, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 6,054 | 896 | 0.03% | 0.03% | 1088 | -662 | -9.86% | Q1 2026 | Apr 14, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 6,036 | 893 | 0.08% | 0.08% | 1089 | -41 | -0.67% | Q1 2026 | May 14, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 5,998 | 888 | 0.54% | 0.56% | 1090 | -820 | -12.03% | Q1 2026 | Apr 15, 2026 |
| Anson Capital, Inc. | History | Added to | 5,980 | 885 | 0.61% | 0.62% | 1091 | +7 | 0.12% | Q1 2026 | May 13, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 5,967 | 883 | 0.24% | 0.24% | 1092 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 5,957 | 882 | 0.01% | 0.01% | 1094 | +183 | 3.17% | Q1 2026 | Apr 27, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 5,961 | 882 | 0.58% | 0.57% | 1093 | -160 | -2.61% | Q1 2026 | Apr 28, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 5,922 | 877 | 0.06% | 0.05% | 1095 | +860 | 16.99% | Q1 2026 | Apr 29, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 5,917 | 876 | 0.7% | 0.44% | 1096 | +2,024 | 51.99% | Q1 2026 | May 05, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 5,567 | 875 | 0.45% | 0.52% | 1097 | -28 | -0.5% | Q1 2026 | May 18, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 5,899 | 873 | 0.07% | 0.06% | 1098 | +1,457 | 32.8% | Q1 2026 | Apr 16, 2026 |
| PDS Planning, Inc | History | Added to | 5,876 | 870 | 0.06% | 0.03% | 1099 | +2,379 | 68.03% | Q1 2026 | Apr 21, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 5,862 | 868 | 0.38% | 0.39% | 1100 | +17 | 0.29% | Q1 2026 | May 04, 2026 |
| Millstone Evans Group, LLC | History | Added to | 5,860 | 867 | 0.52% | 0.44% | 1101 | +678 | 13.08% | Q1 2026 | Apr 30, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 5,837 | 864 | 0.21% | 0.37% | 1102 | +2,977 | 104.09% | Q1 2026 | May 12, 2026 |
| Register Financial Advisors LLC | History | No change | 5,805 | 859 | 0.32% | 0.32% | 1103 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Rathbones Group PLC | History | New | 5,750 | 851 | 0.0% | — | 1104 | +5,750 | New | Q1 2026 | May 12, 2026 |
| Tannin Capital LLC | History | Reduced | 5,743 | 850 | 0.62% | 0.83% | 1106 | -697 | -10.82% | Q1 2026 | May 12, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Reduced | 5,742 | 850 | 0.35% | 0.33% | 1105 | -10 | -0.17% | Q1 2026 | May 06, 2026 |
| Single Point Partners, LLC | History | Reduced | 5,724 | 847 | 0.17% | 0.17% | 1107 | -195 | -3.29% | Q1 2026 | Apr 15, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 5,890 | 845 | 0.08% | 0.08% | 1108 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Horizon Investment Services, LLC | History | No change | 5,678 | 841 | 0.29% | 0.29% | 1109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | Reduced | 5,675 | 840 | 0.05% | 0.04% | 1110 | -100 | -1.73% | Q1 2026 | Apr 15, 2026 |
| Estate Counselors, LLC | History | Added to | 5,665 | 838 | 0.07% | 0.03% | 1111 | +3,080 | 119.15% | Q1 2026 | May 15, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 5,662 | 838 | 0.28% | 0.27% | 1112 | +15 | 0.27% | Q1 2026 | May 08, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 5,654 | 837 | 0.53% | 0.58% | 1114 | -296 | -4.97% | Q1 2026 | May 11, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 5,652 | 837 | 0.08% | 0.08% | 1113 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 5,623 | 832 | 0.04% | 0.04% | 1117 | -207 | -3.55% | Q1 2026 | Apr 09, 2026 |
| BAILARD, INC. | History | Reduced | 5,620 | 832 | 0.02% | 0.02% | 1115 | -102 | -1.78% | Q1 2026 | May 11, 2026 |
| Asset Dedication, LLC | History | No change | 5,799 | 832 | 0.05% | 0.05% | 1116 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 5,600 | 829 | 0.04% | 0.04% | 1118 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 5,586 | 827 | 0.15% | — | 1119 | +5,586 | New | Q1 2026 | Apr 28, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 5,581 | 826 | 0.1% | 0.1% | 1120 | +26 | 0.47% | Q1 2026 | May 04, 2026 |
| Geneva Partners, LLC | History | Added to | 5,331 | 819 | 0.39% | 0.27% | 1121 | +105 | 2.01% | Q1 2026 | Apr 29, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 5,509 | 815 | 0.29% | 0.29% | 1122 | -52 | -0.94% | Q1 2026 | Apr 15, 2026 |
| Bulwark Capital Corp | History | Reduced | 5,481 | 811 | 0.5% | 0.57% | 1123 | -92 | -1.65% | Q1 2026 | Apr 07, 2026 |
| American State Bank (Iowa) | History | Reduced | 5,473 | 810 | 0.39% | 0.38% | 1124 | -61 | -1.1% | Q1 2026 | Apr 14, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 5,441 | 805 | 0.08% | 0.46% | 1125 | -25,165 | -82.22% | Q1 2026 | May 07, 2026 |
| Capital Planning Advisors, LLC | History | No change | 5,437 | 805 | 0.12% | 0.1% | 1126 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MLP3, LLC | History | No change | 5,430 | 804 | 0.89% | 0.85% | 1127 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Garde Capital, Inc. | History | Added to | 5,420 | 802 | 0.05% | 0.05% | 1128 | +115 | 2.17% | Q1 2026 | Apr 28, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 5,403 | 800 | 0.27% | 0.18% | 1129 | +2,330 | 75.82% | Q1 2026 | May 14, 2026 |
| Legend Capital Advisors LLC | History | Reduced | 5,400 | 799 | 0.5% | 0.5% | 1131 | -836 | -13.41% | Q1 2026 | May 15, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 5,397 | 799 | 0.09% | 0.09% | 1130 | -100 | -1.82% | Q1 2026 | Apr 15, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 5,389 | 798 | 0.16% | 0.2% | 1134 | -1,500 | -21.77% | Q1 2026 | May 05, 2026 |
| Destination Wealth Management | History | Added to | 5,393 | 798 | 0.02% | 0.02% | 1133 | +288 | 5.64% | Q1 2026 | May 15, 2026 |
| GREENLEAF TRUST | History | No change | 5,389 | 798 | 0.01% | 0.01% | 1132 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 5,375 | 796 | 0.05% | 0.07% | 1135 | -2,659 | -33.1% | Q1 2026 | Apr 23, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 5,352 | 795 | 0.51% | 0.44% | 1136 | -460 | -7.91% | Q1 2026 | May 12, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 5,307 | 785 | 0.2% | 0.2% | 1137 | -70 | -1.3% | Q1 2026 | Apr 15, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 5,274 | 781 | 0.12% | 0.12% | 1139 | +232 | 4.6% | Q1 2026 | May 06, 2026 |
| Mathes Company, Inc. | History | No change | 5,275 | 781 | 0.29% | 0.27% | 1138 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Summit Wealth Group, LLC | History | No change | 5,261 | 779 | 0.18% | 0.18% | 1140 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sound Income Strategies, LLC | History | Added to | 5,213 | 771 | 0.04% | 0.04% | 1141 | +100 | 1.96% | Q1 2026 | Apr 27, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 5,190 | 768 | 0.51% | 0.47% | 1142 | +6 | 0.12% | Q1 2026 | Apr 21, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 5,177 | 766 | 0.35% | 0.37% | 1143 | -491 | -8.66% | Q1 2026 | Apr 24, 2026 |
| Aldebaran Financial Inc. | History | Added to | 5,172 | 765 | 0.73% | 0.69% | 1144 | +6 | 0.12% | Q1 2026 | May 14, 2026 |
| FLC Capital Advisors | History | No change | 5,167 | 765 | 0.14% | 0.14% | 1145 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 5,150 | 761 | 0.01% | 0.01% | 1146 | -319 | -5.83% | Q1 2026 | May 14, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 5,135 | 760 | 0.0% | 0.0% | 1147 | +35 | 0.69% | Q1 2026 | May 11, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 5,106 | 756 | 0.26% | 0.28% | 1148 | +156 | 3.15% | Q1 2026 | Apr 21, 2026 |
| WoodTrust Financial Corp | History | Reduced | 5,091 | 754 | 0.1% | 0.09% | 1149 | -559 | -9.89% | Q1 2026 | May 06, 2026 |
| Richwood Investment Advisors, LLC | History | No change | 5,097 | 754 | 0.58% | 0.57% | 1150 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 5,089 | 753 | 0.16% | 0.18% | 1153 | +971 | 23.58% | Q1 2026 | Apr 22, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 5,091 | 753 | 0.01% | 0.0% | 1151 | +522 | 11.42% | Q1 2026 | May 07, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 5,090 | 753 | 0.12% | 0.12% | 1152 | +169 | 3.43% | Q1 2026 | Apr 29, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | No change | 5,077 | 751 | 1.2% | 0.47% | 1154 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 4,827 | 750 | 0.33% | 0.25% | 1156 | +1,195 | 32.9% | Q1 2026 | May 11, 2026 |
| Krilogy Financial LLC | History | Reduced | 4,876 | 750 | 0.02% | 0.03% | 1155 | -247 | -4.82% | Q1 2026 | Apr 17, 2026 |
| XY Planning Network, Inc. | History | Added to | 5,045 | 746 | 0.12% | 0.12% | 1157 | +295 | 6.21% | Q1 2026 | Apr 14, 2026 |
| Aerodigm Wealth, LLC | History | No change | 5,031 | 745 | 0.28% | 0.28% | 1158 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| United Advisor Group, LLC | History | Added to | 5,018 | 743 | 0.09% | 0.07% | 1160 | +1,313 | 35.44% | Q1 2026 | Apr 17, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 5,017 | 743 | 0.16% | 0.16% | 1159 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 5,013 | 742 | 0.01% | 0.01% | 1161 | -531 | -9.58% | Q1 2026 | May 12, 2026 |
| Edge Financial Advisors LLC | History | No change | 5,119 | 734 | 0.31% | 0.31% | 1162 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Fusion Capital, LLC | History | Added to | 4,956 | 733 | 0.2% | 0.19% | 1163 | +365 | 7.95% | Q1 2026 | May 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 4,925 | 729 | 0.23% | 0.2% | 1164 | +629 | 14.64% | Q1 2026 | May 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 4,912 | 727 | 0.07% | 0.07% | 1165 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 4,909 | 727 | 0.51% | 0.5% | 1166 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ascentis Independent Advisors | History | Added to | 4,907 | 726 | 0.05% | 0.06% | 1167 | +2,366 | 93.11% | Q1 2026 | Apr 28, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 4,888 | 723 | 0.04% | 0.04% | 1168 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DiPaolo Financial Group, Inc. | History | Added to | 4,871 | 721 | 0.52% | 0.73% | 1169 | +99 | 2.07% | Q1 2026 | Apr 23, 2026 |
| BAYBAN | History | Reduced | 4,863 | 720 | 0.63% | 0.67% | 1172 | -415 | -7.86% | Q1 2026 | Apr 24, 2026 |
| McAlister, Sweet & Associates, Inc. | History | Reduced | 4,866 | 720 | 0.45% | 0.53% | 1171 | -32 | -0.65% | Q1 2026 | Apr 02, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 4,863 | 720 | 0.04% | 0.04% | 1170 | +3 | 0.06% | Q1 2026 | Apr 27, 2026 |
| Advance Capital Management, Inc. | History | Added to | 4,860 | 719 | 0.03% | 0.03% | 1174 | +1 | 0.02% | Q1 2026 | Apr 29, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 4,855 | 719 | 0.18% | 0.17% | 1173 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BFSG, LLC | History | Reduced | 4,854 | 718 | 0.07% | 0.07% | 1175 | -70 | -1.42% | Q1 2026 | Apr 28, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Reduced | 4,843 | 717 | 0.04% | 0.04% | 1176 | -12 | -0.25% | Q1 2026 | May 13, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 4,838 | 716 | 0.02% | 0.02% | 1177 | +793 | 19.6% | Q1 2026 | May 11, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 4,802 | 711 | 0.16% | 0.15% | 1178 | +5 | 0.1% | Q1 2026 | Apr 23, 2026 |
| Cedar Wealth Management, LLC | History | No change | 4,798 | 710 | 0.21% | 0.21% | 1179 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 4,790 | 709 | 0.36% | 0.29% | 1181 | +961 | 25.1% | Q1 2026 | May 13, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 4,794 | 709 | 0.11% | 0.08% | 1180 | -28 | -0.58% | Q1 2026 | Apr 14, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 4,776 | 707 | 0.05% | 0.05% | 1182 | -56 | -1.16% | Q1 2026 | May 14, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 4,768 | 706 | 0.04% | 0.04% | 1184 | +413 | 9.48% | Q1 2026 | Apr 27, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 4,771 | 706 | 0.28% | 0.28% | 1185 | -41 | -0.85% | Q1 2026 | Apr 22, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 4,768 | 706 | 0.05% | 0.04% | 1183 | +28 | 0.59% | Q1 2026 | May 13, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 4,750 | 703 | 0.2% | 0.19% | 1186 | +63 | 1.34% | Q1 2026 | Apr 08, 2026 |
| Facet Wealth, Inc. | History | Reduced | 4,734 | 701 | 0.01% | 0.02% | 1187 | -4,382 | -48.07% | Q1 2026 | May 07, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 4,695 | 695 | 0.06% | 0.06% | 1189 | +21 | 0.45% | Q1 2026 | Apr 13, 2026 |
| BCM ADVISORS, LLC | History | No change | 4,478 | 695 | 0.14% | 0.13% | 1188 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Caldwell Trust Co | History | Reduced | 4,692 | 694 | 0.06% | 0.07% | 1190 | -805 | -14.64% | Q1 2026 | Apr 22, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 4,671 | 691 | 0.13% | 0.14% | 1191 | -1,650 | -26.1% | Q1 2026 | May 11, 2026 |
| Everest Financial Group LLC | History | New | 4,629 | 685 | 0.11% | — | 1192 | +4,629 | New | Q1 2026 | May 15, 2026 |
| TritonPoint Partners, LLC | History | New | 4,624 | 684 | 0.25% | — | 1193 | +4,624 | New | Q1 2026 | Apr 28, 2026 |
| AlphaCore Capital LLC | History | Reduced | 4,612 | 683 | 0.02% | 0.02% | 1194 | -220 | -4.55% | Q1 2026 | May 15, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 4,609 | 682 | 0.44% | 0.43% | 1195 | -43 | -0.92% | Q1 2026 | May 08, 2026 |
| Merited Wealth, LLC | History | Added to | 4,580 | 678 | 0.56% | 0.57% | 1197 | +269 | 6.24% | Q1 2026 | Apr 24, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 4,578 | 678 | 0.07% | 0.07% | 1196 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Brio Consultants, LLC | History | Reduced | 4,334 | 677 | 0.08% | 0.08% | 1198 | -3 | -0.07% | Q1 2026 | May 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 4,555 | 675 | 0.01% | 0.01% | 1199 | +136 | 3.08% | Q1 2026 | May 01, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 4,541 | 672 | 0.02% | 0.02% | 1200 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Alpine Bank Wealth Management | History | No change | 4,534 | 671 | 0.1% | 0.09% | 1201 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Green Ridge Wealth Planning LLC | History | No change | 4,535 | 671 | 0.35% | 0.33% | 1202 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 4,529 | 670 | 0.08% | 0.08% | 1203 | +60 | 1.34% | Q1 2026 | Apr 17, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 4,524 | 670 | 0.27% | 0.26% | 1204 | +10 | 0.22% | Q1 2026 | Apr 29, 2026 |
| ADE, LLC | History | Reduced | 4,522 | 669 | 0.32% | 0.32% | 1205 | -26 | -0.57% | Q1 2026 | May 14, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 4,517 | 668 | 0.09% | 0.13% | 1206 | -2,737 | -37.73% | Q1 2026 | May 08, 2026 |
| First National Advisers, LLC | History | No change | 4,475 | 662 | 0.1% | 0.09% | 1207 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Horizon Investments, LLC | History | Added to | 4,464 | 661 | 0.01% | 0.0% | 1208 | +2,230 | 99.82% | Q1 2026 | May 14, 2026 |
| Aberdeen Wealth Management LLC | History | Added to | 4,464 | 661 | 0.3% | 0.3% | 1209 | +2 | 0.04% | Q1 2026 | May 15, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 4,467 | 661 | 0.37% | 0.4% | 1210 | -1 | -0.02% | Q1 2026 | Apr 16, 2026 |
| Legacy Wealth Advisors, LLC | History | Added to | 4,449 | 658 | 0.34% | 0.42% | 1211 | +41 | 0.93% | Q1 2026 | May 06, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 4,438 | 657 | 0.05% | 0.02% | 1212 | +2,284 | 106.04% | Q1 2026 | May 15, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 4,434 | 656 | 0.16% | 0.16% | 1213 | -246 | -5.26% | Q1 2026 | May 08, 2026 |
| Element Wealth, LLC | History | Added to | 4,435 | 656 | 0.27% | 0.25% | 1214 | +218 | 5.17% | Q1 2026 | May 04, 2026 |
| Koenig Investment Advisory, LLC | History | Added to | 4,436 | 656 | 0.56% | 0.56% | 1215 | +14 | 0.32% | Q1 2026 | Apr 16, 2026 |
| LIBRA WEALTH LLC | History | Reduced | 4,429 | 655 | 0.18% | 0.18% | 1216 | -67 | -1.49% | Q1 2026 | Apr 28, 2026 |
| Sound Portfolio Advisors, LLC | History | Reduced | 4,416 | 654 | 0.53% | 0.62% | 1218 | -707 | -13.8% | Q1 2026 | May 04, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 4,416 | 654 | 0.03% | 0.02% | 1217 | +37 | 0.84% | Q1 2026 | May 01, 2026 |
| BSW Wealth Partners | History | Added to | 4,415 | 653 | 0.08% | 0.06% | 1219 | +1,152 | 35.3% | Q1 2026 | Apr 14, 2026 |
| TrueWealth Advisors, LLC | History | No change | 4,412 | 653 | 0.16% | 0.16% | 1220 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Colonial Trust Co / SC | History | Added to | 4,390 | 650 | 0.09% | 0.08% | 1222 | +340 | 8.4% | Q1 2026 | May 12, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 4,393 | 650 | 0.14% | 0.14% | 1221 | +2 | 0.05% | Q1 2026 | May 05, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 4,532 | 650 | 0.03% | 0.03% | 1223 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Charis Legacy Partners, LLC | History | No change | 4,393 | 650 | 0.95% | 0.93% | 1224 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Reduced | 4,383 | 649 | 0.34% | 0.37% | 1227 | -327 | -6.94% | Q1 2026 | Apr 22, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 4,384 | 649 | 0.03% | 0.03% | 1225 | -179 | -3.92% | Q1 2026 | May 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 4,383 | 649 | 0.23% | 0.24% | 1226 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 4,379 | 648 | 0.16% | 0.25% | 1229 | -2,099 | -32.4% | Q1 2026 | May 07, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 4,382 | 648 | 0.02% | 0.02% | 1228 | -160 | -3.52% | Q1 2026 | May 15, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 4,375 | 647 | 0.35% | 0.34% | 1231 | +3 | 0.07% | Q1 2026 | Apr 21, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 4,370 | 647 | 0.14% | 0.13% | 1230 | -1 | -0.02% | Q1 2026 | May 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 4,361 | 645 | 0.07% | 0.06% | 1232 | +343 | 8.54% | Q1 2026 | Apr 15, 2026 |
| Ledyard National Bank | History | Added to | 4,347 | 643 | 0.06% | 0.04% | 1233 | +704 | 19.32% | Q1 2026 | Apr 24, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 4,329 | 641 | 0.07% | 0.06% | 1234 | +19 | 0.44% | Q1 2026 | May 07, 2026 |
| ICONIQ Capital, LLC | History | Added to | 4,331 | 641 | 0.01% | 0.01% | 1235 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| INVESTED ADVISORS | History | Reduced | 4,318 | 639 | 0.65% | 0.64% | 1236 | -6 | -0.14% | Q1 2026 | Apr 29, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Reduced | 4,307 | 637 | 0.03% | 0.04% | 1237 | -423 | -8.94% | Q1 2026 | Apr 13, 2026 |
| Hirtle & Co., LLC | History | No change | 4,306 | 637 | 0.02% | 0.02% | 1238 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 4,284 | 634 | 0.32% | — | 1239 | +4,284 | New | Q1 2026 | May 15, 2026 |
| ProVise Management Group, LLC | History | Added to | 4,269 | 632 | 0.05% | 0.04% | 1240 | +3 | 0.07% | Q1 2026 | May 06, 2026 |
| SWS Partners | History | Added to | 4,266 | 631 | 0.16% | 0.15% | 1241 | +12 | 0.28% | Q1 2026 | Apr 21, 2026 |
| Verum Partners LLC | History | Added to | 4,260 | 630 | 0.12% | 0.12% | 1242 | +11 | 0.26% | Q1 2026 | Apr 15, 2026 |
| Mustard Seed Financial, LLC | History | Reduced | 4,253 | 629 | 0.38% | 0.44% | 1243 | -614 | -12.62% | Q1 2026 | Apr 27, 2026 |
| Scott & Selber, Inc. | History | Added to | 4,242 | 628 | 0.16% | 0.15% | 1244 | +2 | 0.05% | Q1 2026 | Apr 16, 2026 |
| Altrius Capital Management Inc | History | Added to | 4,237 | 627 | 0.12% | 0.12% | 1245 | +453 | 11.97% | Q1 2026 | May 05, 2026 |
| Saxony Capital Management, LLC | History | Added to | 4,208 | 623 | 0.36% | 0.31% | 1247 | +674 | 19.07% | Q1 2026 | Apr 24, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 4,207 | 623 | 0.05% | 0.05% | 1246 | +25 | 0.6% | Q1 2026 | Apr 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 4,204 | 622 | 0.06% | 0.06% | 1248 | -298 | -6.62% | Q1 2026 | May 14, 2026 |
| Snider Financial Group | History | Reduced | 4,194 | 621 | 0.19% | 0.31% | 1249 | -3,922 | -48.32% | Q1 2026 | Apr 15, 2026 |
| FWG Investments, LLC. | History | Added to | 4,181 | 619 | 0.39% | 0.25% | 1252 | +1,390 | 49.8% | Q1 2026 | Apr 21, 2026 |
| Triumph Capital Management | History | Added to | 4,185 | 619 | 0.13% | 0.13% | 1250 | +46 | 1.11% | Q1 2026 | May 13, 2026 |
| Sage Mountain Advisors LLC | History | No change | 4,180 | 619 | 0.04% | 0.03% | 1251 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ipsen Advisor Group LLC | History | No change | 4,308 | 618 | 0.44% | 0.44% | 1253 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Next Level Private LLC | History | Added to | 4,161 | 616 | 0.14% | 0.15% | 1254 | +121 | 3.0% | Q1 2026 | Apr 23, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 4,158 | 615 | 0.12% | 0.11% | 1255 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Brookwood Investment Group LLC | History | No change | 4,155 | 615 | 0.08% | 0.07% | 1256 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 4,132 | 611 | 0.1% | — | 1257 | +4,132 | New | Q1 2026 | Apr 16, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 4,124 | 610 | 0.09% | 0.09% | 1259 | +23 | 0.56% | Q1 2026 | Apr 24, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 4,124 | 610 | 0.18% | 0.18% | 1258 | +11 | 0.27% | Q1 2026 | Apr 06, 2026 |
| XTX Topco Ltd | History | New | 4,109 | 608 | 0.01% | — | 1262 | +4,109 | New | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 4,107 | 608 | 0.01% | 0.01% | 1261 | -272 | -6.21% | Q1 2026 | May 01, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 4,110 | 608 | 0.15% | 0.15% | 1260 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 4,095 | 606 | 0.28% | 0.27% | 1263 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 4,084 | 604 | 0.27% | 0.25% | 1264 | +2 | 0.05% | Q1 2026 | Apr 28, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 4,068 | 602 | 0.5% | — | 1265 | +4,068 | New | Q1 2026 | Apr 29, 2026 |
| EFG International AG | History | No change | 4,053 | 600 | 0.01% | 0.01% | 1266 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 4,026 | 596 | 0.02% | 0.02% | 1267 | -439 | -9.83% | Q1 2026 | Apr 16, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 4,007 | 593 | 0.0% | 0.0% | 1269 | -1,213 | -23.24% | Q1 2026 | May 14, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 4,004 | 593 | 0.02% | 0.02% | 1268 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Summa Corp. | History | No change | 4,000 | 592 | 0.24% | 0.25% | 1270 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 3,992 | 591 | 0.04% | 0.06% | 1271 | -1,766 | -30.67% | Q1 2026 | Apr 28, 2026 |
| MWA Asset Management | History | Added to | 3,989 | 590 | 0.32% | 0.31% | 1272 | +97 | 2.49% | Q1 2026 | May 13, 2026 |
| Macco Financial Group, Inc. | History | New | 3,977 | 588 | 0.45% | — | 1273 | +3,977 | New | Q1 2026 | Apr 23, 2026 |
| Capital Square, LLC | History | New | 3,793 | 587 | 0.27% | — | 1276 | +3,793 | New | Q1 2026 | May 11, 2026 |
| Tower View Wealth Management LLC | History | Added to | 3,964 | 587 | 0.3% | 0.26% | 1274 | +311 | 8.51% | Q1 2026 | Apr 20, 2026 |
| Bay Rivers Group | History | No change | 3,968 | 587 | 0.24% | 0.23% | 1275 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Reduced | 4,033 | 586 | 0.48% | 0.51% | 1279 | -682 | -14.46% | Q1 2026 | May 04, 2026 |
| MBE Wealth Management, LLC | History | Added to | 3,960 | 586 | 0.24% | 0.22% | 1277 | +279 | 7.58% | Q1 2026 | Apr 21, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 3,963 | 586 | 0.35% | 0.31% | 1278 | +120 | 3.12% | Q1 2026 | Apr 07, 2026 |
| AMES NATIONAL CORP | History | No change | 3,955 | 585 | 0.35% | 0.33% | 1280 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 3,938 | 583 | 0.44% | 0.43% | 1282 | -135 | -3.31% | Q1 2026 | Apr 30, 2026 |
| S.A. Mason LLC | History | No change | 3,938 | 583 | 0.22% | 0.22% | 1281 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 3,905 | 578 | 0.02% | 0.02% | 1283 | +530 | 15.7% | Q1 2026 | Apr 13, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 3,900 | 577 | 0.26% | 0.1% | 1284 | +2,000 | 105.26% | Q1 2026 | May 08, 2026 |
| Harfst & Associates, Inc. | History | Added to | 3,876 | 574 | 0.1% | 0.09% | 1285 | +406 | 11.7% | Q1 2026 | May 12, 2026 |
| Heritage Trust Co | History | No change | 3,878 | 574 | 0.06% | 0.06% | 1286 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 3,857 | 571 | 0.41% | 0.38% | 1288 | +6 | 0.16% | Q1 2026 | May 08, 2026 |
| WEALTH EFFECTS LLC | History | No change | 3,858 | 571 | 0.2% | 0.17% | 1287 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FWG Holdings, LLC | History | Added to | 3,840 | 570 | 0.22% | 0.21% | 1290 | +427 | 12.51% | Q1 2026 | Apr 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 3,855 | 570 | 0.02% | 0.02% | 1289 | -48 | -1.23% | Q1 2026 | May 13, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 3,844 | 569 | 0.27% | 0.26% | 1291 | -232 | -5.69% | Q1 2026 | Apr 27, 2026 |
| Gradient Investments LLC | History | Added to | 3,836 | 568 | 0.01% | 0.0% | 1292 | +2,271 | 145.11% | Q1 2026 | Apr 13, 2026 |
| KG Capital Management | History | Reduced | 3,837 | 568 | 0.41% | 0.14% | 1293 | -93 | -2.37% | Q1 2026 | Apr 22, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 3,838 | 568 | 0.23% | 0.21% | 1294 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 3,820 | 565 | 0.4% | 0.35% | 1295 | +77 | 2.06% | Q1 2026 | May 14, 2026 |
| Keystone Global Partners, LLC | History | No change | 3,813 | 564 | 0.25% | 0.24% | 1296 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 3,805 | 563 | 0.05% | 0.05% | 1297 | +45 | 1.2% | Q1 2026 | Apr 30, 2026 |
| Allegheny Financial Group | History | Added to | 3,799 | 562 | 0.08% | 0.08% | 1299 | +6 | 0.16% | Q1 2026 | Apr 16, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 3,800 | 562 | 0.02% | 0.02% | 1298 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,790 | 561 | 0.0% | 0.0% | 1300 | -654 | -14.72% | Q1 2026 | May 08, 2026 |
| Aspen Wealth Management LLC | History | Added to | 3,782 | 560 | 0.11% | 0.11% | 1301 | +5 | 0.13% | Q1 2026 | Apr 01, 2026 |
| RCW Management, LLC | History | No change | 3,780 | 559 | 0.57% | 0.55% | 1302 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 3,891 | 558 | 0.05% | 0.05% | 1303 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| LCNB CORP | History | No change | 3,770 | 558 | 0.19% | 0.18% | 1304 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Integris Wealth Management, LLC | History | No change | 3,763 | 557 | 0.13% | 0.12% | 1305 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 3,765 | 557 | 0.36% | 0.35% | 1306 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Scarborough Advisors, LLC | History | New | 3,757 | 556 | 0.06% | — | 1307 | +3,757 | New | Q1 2026 | May 07, 2026 |
| Richardson Capital Management LLC | History | Reduced | 3,736 | 553 | 0.27% | 0.82% | 1308 | -7,592 | -67.02% | Q1 2026 | May 12, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 3,727 | 552 | 0.07% | 0.09% | 1310 | -741 | -16.58% | Q1 2026 | Apr 27, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 3,730 | 552 | 0.26% | 0.23% | 1309 | +5 | 0.13% | Q1 2026 | May 14, 2026 |
| Semus Wealth Partners LLC | History | Added to | 3,725 | 551 | 0.31% | 0.29% | 1311 | +15 | 0.4% | Q1 2026 | Apr 24, 2026 |
| Constant Guidance Financial LLC | History | New | 3,714 | 550 | 0.38% | — | 1313 | +3,714 | New | Q1 2026 | May 15, 2026 |
| GenTrust, LLC | History | No change | 3,716 | 550 | 0.02% | 0.02% | 1312 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Heritage Family Offices, LLP | History | No change | 3,708 | 549 | 0.24% | 0.24% | 1314 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 3,701 | 548 | 0.04% | 0.03% | 1315 | +47 | 1.29% | Q1 2026 | May 07, 2026 |
| Elgethun Capital Management | History | No change | 3,700 | 547 | 0.09% | 0.09% | 1316 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Schiavi & Co LLC | History | New | 3,691 | 546 | 0.16% | — | 1317 | +3,691 | New | Q1 2026 | May 11, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 3,681 | 545 | 0.06% | 0.05% | 1320 | +410 | 12.53% | Q1 2026 | May 11, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 3,681 | 545 | 0.04% | 0.04% | 1318 | -148 | -3.87% | Q1 2026 | Apr 08, 2026 |
| Dentgroup LLC | History | No change | 3,803 | 545 | 0.37% | 0.37% | 1319 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 3,677 | 544 | 0.13% | 0.13% | 1321 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Commonwealth Retirement Investments LLC | History | Reduced | 3,664 | 542 | 0.17% | 0.17% | 1322 | -70 | -1.87% | Q1 2026 | May 11, 2026 |
| Expressive Wealth LLC | History | New | 3,450 | 541 | 0.52% | — | 1324 | +3,450 | New | Q1 2026 | May 11, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 3,653 | 541 | 0.06% | 0.06% | 1323 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Stillwater Wealth Management Group | History | Added to | 3,651 | 540 | 0.33% | 0.22% | 1326 | +1,387 | 61.26% | Q1 2026 | May 11, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Added to | 3,647 | 540 | 0.12% | 0.09% | 1325 | +790 | 27.65% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Reduced | 3,635 | 538 | 0.02% | 0.02% | 1327 | -58 | -1.57% | Q1 2026 | May 08, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 3,619 | 535 | 0.05% | 0.05% | 1328 | +19 | 0.53% | Q1 2026 | Apr 27, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 3,592 | 532 | 0.31% | 0.28% | 1330 | +164 | 4.78% | Q1 2026 | May 14, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 3,482 | 532 | 0.17% | 0.17% | 1329 | +18 | 0.52% | Q1 2026 | Apr 17, 2026 |
| Reliant Investment Partners, LLC | History | Added to | 3,594 | 532 | 0.44% | 0.4% | 1331 | +6 | 0.17% | Q1 2026 | May 11, 2026 |
| Detalus Advisors, LLC | History | Reduced | 3,591 | 531 | 0.12% | 0.2% | 1332 | -2,154 | -37.49% | Q1 2026 | Apr 22, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 3,590 | 531 | 0.13% | 0.12% | 1333 | +404 | 12.68% | Q1 2026 | Apr 24, 2026 |
| Granite Group Advisors, LLC | History | Reduced | 3,564 | 531 | 0.32% | 0.29% | 1334 | -28 | -0.78% | Q1 2026 | Apr 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 3,574 | 529 | 0.01% | 0.01% | 1335 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NORDEN GROUP LLC | History | Reduced | 3,567 | 528 | 0.05% | 0.09% | 1337 | -2,719 | -43.25% | Q1 2026 | Apr 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 3,570 | 528 | 0.01% | 0.01% | 1336 | +659 | 22.64% | Q1 2026 | Apr 10, 2026 |
| Vantage Financial Partners, LLC | History | No change | 3,678 | 527 | 0.11% | 0.11% | 1338 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Innovative Wealth Building LLC | History | Added to | 3,553 | 526 | 0.37% | 0.22% | 1339 | +1,486 | 71.89% | Q1 2026 | May 01, 2026 |
| Essential Partners LLC | History | Reduced | 3,551 | 525 | 0.18% | 0.16% | 1341 | -94 | -2.58% | Q1 2026 | May 21, 2026 |
| Manuka Financial, LLC | History | Added to | 3,547 | 525 | 0.32% | 0.32% | 1340 | +6 | 0.17% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 3,529 | 522 | 0.03% | 0.04% | 1343 | -2,575 | -42.19% | Q1 2026 | Apr 28, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 3,524 | 522 | 0.02% | 0.01% | 1342 | +745 | 26.81% | Q1 2026 | May 06, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 3,518 | 521 | 0.09% | 0.08% | 1344 | +74 | 2.15% | Q1 2026 | May 04, 2026 |
| Calder Financial LLC | History | Added to | 3,510 | 519 | 0.52% | 0.41% | 1345 | +584 | 19.96% | Q1 2026 | Apr 07, 2026 |
| Friday Financial | History | No change | 3,499 | 518 | 0.18% | 0.18% | 1346 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | No change | 3,498 | 518 | 0.16% | 0.16% | 1347 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stephens Consulting, LLC | History | No change | 3,601 | 516 | 0.17% | 0.17% | 1348 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Blue Fin Capital, Inc. | History | No change | 3,593 | 515 | 0.08% | 0.08% | 1349 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Simmons Bank | History | No change | 3,475 | 514 | 0.03% | 0.03% | 1350 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 3,456 | 512 | 0.06% | 0.06% | 1351 | -90 | -2.54% | Q1 2026 | Apr 17, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 3,461 | 512 | 0.01% | 0.01% | 1352 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 3,458 | 512 | 0.02% | 0.02% | 1353 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 3,455 | 511 | 0.05% | 0.04% | 1355 | +450 | 14.98% | Q1 2026 | Apr 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 3,455 | 511 | 0.02% | 0.02% | 1354 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Mallini Complete Financial Planning LLC | History | Reduced | 3,449 | 510 | 0.4% | 0.54% | 1356 | -1,267 | -26.87% | Q1 2026 | Apr 13, 2026 |
| Select Asset Management & Trust | History | Reduced | 3,437 | 509 | 0.16% | 6.08% | 1357 | -132,798 | -97.48% | Q1 2026 | May 14, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 3,433 | 508 | 0.38% | 0.36% | 1359 | -39 | -1.12% | Q1 2026 | Apr 17, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 3,435 | 508 | 0.04% | 0.04% | 1358 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Guardian Capital, LLC | History | Added to | 3,425 | 507 | 0.49% | 0.34% | 1361 | +758 | 28.42% | Q1 2026 | May 11, 2026 |
| GDS Wealth Management | History | Added to | 3,428 | 507 | 0.03% | 0.03% | 1360 | +80 | 2.39% | Q1 2026 | Apr 27, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 3,529 | 506 | 0.77% | 0.77% | 1362 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 3,412 | 505 | 0.35% | 0.32% | 1363 | +13 | 0.38% | Q1 2026 | Apr 07, 2026 |
| Asset One Wealth Management LLC | History | Added to | 3,271 | 504 | 0.06% | 0.06% | 1364 | +370 | 12.75% | Q1 2026 | May 12, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 3,383 | 501 | 0.04% | — | 1366 | +3,383 | New | Q1 2026 | Apr 08, 2026 |
| River Wealth Advisors LLC | History | Added to | 3,386 | 501 | 0.06% | 0.05% | 1365 | +7 | 0.21% | Q1 2026 | May 13, 2026 |
| Invst, LLC | History | Reduced | 3,362 | 497 | 0.06% | 0.14% | 1367 | -5,456 | -61.87% | Q1 2026 | May 13, 2026 |
| Latitude Advisors, LLC | History | Added to | 3,345 | 495 | 0.23% | 0.18% | 1368 | +544 | 19.42% | Q1 2026 | Apr 27, 2026 |
| Breachway Investments LLC | History | Added to | 3,351 | 495 | 0.48% | 0.51% | 1369 | +3 | 0.09% | Q1 2026 | Apr 13, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 3,341 | 494 | 0.19% | 0.19% | 1370 | +14 | 0.42% | Q1 2026 | Apr 21, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 3,330 | 493 | 0.06% | 0.06% | 1372 | +463 | 16.15% | Q1 2026 | Apr 28, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 3,329 | 493 | 0.05% | 0.05% | 1371 | +116 | 3.61% | Q1 2026 | May 11, 2026 |
| Passive Capital Management, LLC. | History | No change | 3,326 | 492 | 0.15% | 0.15% | 1373 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 3,309 | 490 | 0.01% | 0.01% | 1374 | -131 | -3.81% | Q1 2026 | May 12, 2026 |
| Weitzel Financial Services, Inc. | History | No change | 3,305 | 490 | 0.18% | 0.18% | 1375 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| LexAurum Advisors, LLC | History | New | 3,303 | 489 | 0.06% | — | 1376 | +3,303 | New | Q1 2026 | Apr 13, 2026 |
| STEPH & CO | History | No change | 3,300 | 488 | 0.14% | 0.14% | 1377 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 3,295 | 487 | 0.09% | 0.11% | 1378 | -547 | -14.24% | Q1 2026 | Apr 30, 2026 |
| Team Financial Group, LLC | History | Added to | 3,288 | 487 | 0.22% | 0.21% | 1379 | +40 | 1.23% | Q1 2026 | May 01, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 3,144 | 486 | 0.1% | 0.11% | 1380 | +137 | 4.56% | Q1 2026 | Apr 28, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 3,277 | 485 | 0.33% | 0.33% | 1381 | +43 | 1.33% | Q1 2026 | Apr 23, 2026 |
| Advisory Alpha, LLC | History | Reduced | 3,262 | 483 | 0.01% | 0.01% | 1382 | -134 | -3.95% | Q1 2026 | May 14, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 3,261 | 482 | 0.11% | 0.1% | 1383 | +1 | 0.03% | Q1 2026 | Apr 15, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | No change | 3,256 | 482 | 0.2% | 0.19% | 1384 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 3,250 | 481 | 0.05% | 0.07% | 1386 | -1,480 | -31.29% | Q1 2026 | May 06, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 3,250 | 481 | 0.09% | 0.09% | 1385 | -100 | -2.99% | Q1 2026 | Apr 15, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 3,243 | 480 | 0.05% | 0.05% | 1387 | -235 | -6.76% | Q1 2026 | Apr 09, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 3,242 | 480 | 0.49% | 0.5% | 1388 | -101 | -3.02% | Q1 2026 | May 14, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 3,218 | 476 | 0.18% | 0.18% | 1389 | +19 | 0.59% | Q1 2026 | Apr 15, 2026 |
| Wick Capital Partners, LLC | History | New | 3,206 | 474 | 0.09% | — | 1392 | +3,206 | New | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 3,206 | 474 | 0.05% | 0.06% | 1390 | -841 | -20.78% | Q1 2026 | Apr 28, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 3,207 | 474 | 0.27% | 0.25% | 1391 | +172 | 5.67% | Q1 2026 | Apr 20, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 3,200 | 473 | 0.03% | 0.02% | 1393 | +800 | 33.33% | Q1 2026 | May 12, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 3,183 | 471 | 0.0% | 0.0% | 1394 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 3,174 | 470 | 0.41% | 0.32% | 1395 | +145 | 4.79% | Q1 2026 | Apr 24, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 3,160 | 468 | 0.02% | 0.02% | 1396 | +21 | 0.67% | Q1 2026 | Apr 21, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 3,143 | 465 | 0.02% | 0.02% | 1397 | -50 | -1.57% | Q1 2026 | May 04, 2026 |
| Main Management LLC | History | Reduced | 3,138 | 465 | 0.03% | 0.03% | 1398 | -28 | -0.88% | Q1 2026 | May 14, 2026 |
| DAHRING | CUSMANO LLC | History | Added to | 3,141 | 465 | 0.29% | 0.31% | 1399 | +18 | 0.58% | Q1 2026 | May 05, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Reduced | 2,970 | 464 | 0.3% | 0.34% | 1400 | -476 | -13.81% | Q1 2026 | May 06, 2026 |
| L. Roy Papp & Associates, LLP | History | Reduced | 3,126 | 463 | 0.05% | 0.05% | 1401 | -65 | -2.04% | Q1 2026 | Apr 14, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 3,118 | 461 | 0.13% | 0.12% | 1402 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Syverson Strege & Co | History | No change | 3,114 | 461 | 0.11% | 0.11% | 1403 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 3,112 | 460 | 0.31% | 0.31% | 1404 | -14 | -0.45% | Q1 2026 | Apr 14, 2026 |
| Wells Financial Advisors INC | History | Reduced | 3,105 | 459 | 2.09% | 6.16% | 1407 | -19,487 | -86.26% | Q1 2026 | May 07, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 2,963 | 459 | 0.02% | 0.02% | 1406 | -197 | -6.23% | Q1 2026 | Apr 24, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 3,101 | 459 | 0.29% | 0.29% | 1408 | -118 | -3.67% | Q1 2026 | Apr 22, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 3,200 | 459 | 0.11% | 0.11% | 1405 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| IMC-Chicago, LLC | History | New | 3,097 | 458 | 0.0% | — | 1410 | +3,097 | New | Q1 2026 | May 05, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 3,096 | 458 | 0.46% | 0.42% | 1409 | +183 | 6.28% | Q1 2026 | May 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 3,083 | 456 | 0.4% | 0.71% | 1414 | -2,446 | -44.24% | Q1 2026 | May 06, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 3,082 | 456 | 0.09% | 0.08% | 1411 | -338 | -9.88% | Q1 2026 | May 20, 2026 |
| Exchange Bank | History | Added to | 3,085 | 456 | 0.32% | 0.28% | 1412 | +298 | 10.69% | Q1 2026 | Apr 08, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 3,084 | 456 | 0.25% | 0.23% | 1413 | +16 | 0.52% | Q1 2026 | May 14, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 3,075 | 455 | 0.16% | 0.15% | 1415 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Mystic Asset Management, Inc. | History | Added to | 3,059 | 453 | 0.11% | 0.09% | 1417 | +200 | 7.0% | Q1 2026 | May 08, 2026 |
| Forum Financial Management, LP | History | Added to | 3,065 | 453 | 0.01% | 0.01% | 1416 | +164 | 5.65% | Q1 2026 | Apr 23, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 3,055 | 452 | 0.15% | 0.22% | 1418 | +2 | 0.07% | Q1 2026 | Apr 20, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 3,036 | 449 | 0.05% | 1.49% | 1419 | -87,567 | -96.65% | Q1 2026 | Apr 10, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 2,892 | 448 | 0.03% | 0.03% | 1420 | -215 | -6.92% | Q1 2026 | Apr 29, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Added to | 3,016 | 446 | 0.23% | 0.22% | 1421 | +1 | 0.03% | Q1 2026 | Apr 22, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 3,008 | 445 | 0.06% | 0.06% | 1422 | +9 | 0.3% | Q1 2026 | Apr 23, 2026 |
| Leo H. Evart, Inc. | History | New | 3,003 | 444 | 0.38% | — | 1425 | +3,003 | New | Q1 2026 | May 13, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 3,000 | 444 | 0.13% | 0.13% | 1423 | +1 | 0.03% | Q1 2026 | May 05, 2026 |
| Tudor Financial Inc. | History | No change | 3,001 | 444 | 0.23% | 0.22% | 1424 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Unconventional Investor, LLC | History | No change | 2,989 | 442 | 0.21% | 0.2% | 1426 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| United Financial Planning Group LLC | History | Reduced | 2,983 | 441 | 0.26% | 0.32% | 1428 | -652 | -17.94% | Q1 2026 | May 08, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 2,978 | 441 | 0.09% | 0.09% | 1427 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| INGALLS & SNYDER LLC | History | No change | 2,960 | 438 | 0.02% | 0.02% | 1429 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | New | 2,936 | 434 | 0.31% | — | 1435 | +2,936 | New | Q1 2026 | May 08, 2026 |
| Newport Capital Group, LLC | History | Added to | 2,937 | 434 | 0.26% | 0.24% | 1432 | +157 | 5.65% | Q1 2026 | May 11, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 2,931 | 434 | 0.09% | 0.1% | 1431 | -124 | -4.06% | Q1 2026 | Apr 09, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 2,933 | 434 | 0.21% | 0.19% | 1433 | +104 | 3.68% | Q1 2026 | May 12, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 2,935 | 434 | 0.22% | 0.21% | 1434 | +6 | 0.2% | Q1 2026 | Apr 16, 2026 |
| Boston Trust Walden Corp | History | No change | 2,935 | 434 | 0.0% | 0.0% | 1430 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 2,925 | 433 | 0.02% | 0.02% | 1436 | +50 | 1.74% | Q1 2026 | Apr 13, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 2,914 | 431 | 0.3% | 0.31% | 1437 | -122 | -4.02% | Q1 2026 | Apr 23, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | New | 2,890 | 428 | 0.13% | — | 1438 | +2,890 | New | Q1 2026 | May 13, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 2,888 | 427 | 0.35% | 0.21% | 1439 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BCS Wealth Management | History | Reduced | 2,871 | 425 | 0.09% | 0.07% | 1440 | -2,266 | -44.11% | Q1 2026 | Apr 17, 2026 |
| Westmount Partners, LLC | History | Added to | 2,873 | 425 | 0.1% | 0.1% | 1442 | +13 | 0.45% | Q1 2026 | Apr 16, 2026 |
| Breakwater Capital Group | History | Added to | 2,875 | 425 | 0.06% | 0.06% | 1441 | +3 | 0.1% | Q1 2026 | Apr 20, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 2,768 | 423 | 0.02% | 0.03% | 1443 | -739 | -21.07% | Q1 2026 | Apr 20, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 2,862 | 423 | 0.12% | 0.12% | 1444 | +6 | 0.21% | Q1 2026 | Apr 16, 2026 |
| Silver Coast Investments LLC | History | New | 2,855 | 422 | 0.13% | — | 1445 | +2,855 | New | Q1 2026 | Apr 22, 2026 |
| Calamos Advisors LLC | History | New | 2,843 | 421 | 0.0% | — | 1447 | +2,843 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 2,843 | 421 | 0.01% | 0.01% | 1446 | +251 | 9.68% | Q1 2026 | May 04, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 2,835 | 419 | 0.19% | 0.16% | 1448 | +291 | 11.44% | Q1 2026 | May 04, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 2,826 | 418 | 0.09% | 0.08% | 1450 | -22 | -0.77% | Q1 2026 | Apr 24, 2026 |
| New England Professional Planning Group Inc. | History | No change | 2,824 | 418 | 0.17% | 0.17% | 1449 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Noble Family Wealth, LLC | History | Added to | 2,810 | 416 | 0.09% | 0.05% | 1453 | +1,125 | 66.77% | Q1 2026 | Apr 23, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 2,902 | 416 | 0.26% | 0.26% | 1451 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DRAVO BAY LLC | History | No change | 2,814 | 416 | 0.17% | 0.17% | 1452 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Added to | 2,797 | 415 | 0.22% | 0.23% | 1454 | +15 | 0.54% | Q1 2026 | Apr 08, 2026 |
| BankChampaign, National Association | History | Added to | 2,800 | 414 | 0.41% | 0.41% | 1457 | +2,709 | 2976.92% | Q1 2026 | May 21, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 2,681 | 414 | 0.12% | 0.12% | 1455 | +1 | 0.04% | Q1 2026 | Apr 30, 2026 |
| SEMITAM BONAM LLC | History | No change | 2,797 | 414 | 0.34% | 0.33% | 1456 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 2,785 | 412 | 0.02% | 0.02% | 1458 | -460 | -14.18% | Q1 2026 | May 12, 2026 |
| Texas Yale Capital Corp. | History | Added to | 2,764 | 409 | 0.01% | 0.01% | 1459 | +96 | 3.6% | Q1 2026 | May 04, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 2,766 | 409 | 0.14% | 0.14% | 1460 | -51 | -1.81% | Q1 2026 | Apr 17, 2026 |
| Redwood Investment Management, LLC | History | Added to | 2,755 | 408 | 0.05% | 0.04% | 1461 | +223 | 8.81% | Q1 2026 | May 14, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 2,742 | 406 | 0.07% | 0.06% | 1462 | +300 | 12.29% | Q1 2026 | Apr 21, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 2,738 | 405 | 0.15% | 0.2% | 1463 | +1 | 0.04% | Q1 2026 | May 12, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 2,813 | 403 | 0.25% | 0.25% | 1464 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 2,720 | 402 | 0.02% | 0.02% | 1465 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 2,707 | 400 | 0.0% | 0.0% | 1466 | +16 | 0.59% | Q1 2026 | May 07, 2026 |
| Chemistry Wealth Management LLC | History | No change | 2,701 | 400 | 0.07% | 0.07% | 1467 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Plan Group Financial, LLC | History | Added to | 2,695 | 399 | 0.09% | 0.06% | 1469 | +959 | 55.24% | Q1 2026 | Apr 13, 2026 |
| CABANA LLC | History | Added to | 2,698 | 399 | 3.13% | 2.47% | 1468 | +402 | 17.51% | Q1 2026 | Apr 28, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Added to | 2,692 | 398 | 0.17% | 0.17% | 1471 | +198 | 7.94% | Q1 2026 | Apr 10, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 2,693 | 398 | 0.0% | 0.0% | 1470 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sage Capital Management, LLC | History | Added to | 2,680 | 397 | 0.19% | 0.18% | 1472 | +15 | 0.56% | Q1 2026 | Apr 15, 2026 |
| GeoWealth Management, LLC | History | Reduced | 2,671 | 395 | 0.01% | 0.19% | 1474 | -33,821 | -92.68% | Q1 2026 | May 13, 2026 |
| Veridan Wealth LLC | History | Added to | 2,671 | 395 | 0.15% | 0.13% | 1475 | +13 | 0.49% | Q1 2026 | May 15, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 2,671 | 395 | 0.02% | 0.02% | 1473 | -2 | -0.07% | Q1 2026 | Apr 09, 2026 |
| Cheviot Value Management, LLC | History | No change | 2,662 | 394 | 0.04% | 0.04% | 1476 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 2,649 | 392 | 0.13% | 0.13% | 1477 | -66 | -2.43% | Q1 2026 | May 01, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 2,650 | 392 | 0.18% | 0.19% | 1478 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Mullooly Asset Management, Inc. | History | New | 2,644 | 391 | 0.14% | — | 1481 | +2,644 | New | Q1 2026 | May 07, 2026 |
| RMR Capital Management, LLC | History | Added to | 2,643 | 391 | 0.28% | 0.24% | 1479 | +338 | 14.66% | Q1 2026 | May 20, 2026 |
| Texas Bank & Trust Co | History | No change | 2,646 | 391 | 0.15% | 0.14% | 1480 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MilWealth Group LLC | History | No change | 2,633 | 389 | 0.09% | 0.09% | 1482 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 2,620 | 388 | 0.17% | 0.11% | 1483 | +877 | 50.32% | Q1 2026 | May 15, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 2,617 | 387 | 0.05% | 0.05% | 1484 | -41 | -1.54% | Q1 2026 | Apr 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 2,613 | 386 | 0.06% | 0.06% | 1485 | -195 | -6.94% | Q1 2026 | May 13, 2026 |
| Waterway Wealth Management, LLC | History | New | 2,600 | 385 | 0.09% | — | 1487 | +2,600 | New | Q1 2026 | Apr 21, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | No change | 2,600 | 385 | 0.09% | 0.09% | 1486 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 2,592 | 383 | 0.05% | — | 1490 | +2,592 | New | Q1 2026 | May 12, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 2,440 | 383 | 0.08% | 0.09% | 1489 | -244 | -9.09% | Q1 2026 | May 01, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 2,590 | 383 | 0.04% | 0.04% | 1488 | +122 | 4.94% | Q1 2026 | May 13, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 2,578 | 381 | 0.12% | 0.12% | 1491 | -144 | -5.29% | Q1 2026 | May 12, 2026 |
| Brightwater Advisory LLC | History | Reduced | 2,572 | 380 | 0.25% | 0.26% | 1492 | -102 | -3.81% | Q1 2026 | Apr 30, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 2,555 | 378 | 0.03% | 0.03% | 1495 | -617 | -19.45% | Q1 2026 | May 14, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 2,557 | 378 | 0.01% | 0.01% | 1496 | -304 | -10.63% | Q1 2026 | Apr 20, 2026 |
| CIBC Asset Management Inc | History | No change | 2,555 | 378 | 0.0% | 0.0% | 1493 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Marquette Asset Management, LLC | History | No change | 2,555 | 378 | 0.06% | 0.05% | 1494 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 2,546 | 377 | 0.0% | 0.0% | 1497 | -1,836 | -41.9% | Q1 2026 | May 05, 2026 |
| Tenon Financial LLC | History | No change | 2,551 | 377 | 0.15% | 0.15% | 1498 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 2,534 | 375 | 0.04% | 0.25% | 1500 | -14,855 | -85.43% | Q1 2026 | May 15, 2026 |
| Canal Capital Management, LLC | History | Reduced | 2,533 | 375 | 0.05% | 0.05% | 1499 | -13 | -0.51% | Q1 2026 | Apr 27, 2026 |
| Legacy Private Trust Co. | History | No change | 2,527 | 374 | 0.02% | 0.02% | 1501 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Blue Trust, Inc. | History | Added to | 2,513 | 372 | 0.0% | 0.0% | 1502 | +66 | 2.7% | Q1 2026 | Apr 20, 2026 |
| Global Financial Private Client, LLC | History | No change | 2,511 | 371 | 0.12% | 0.13% | 1503 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 2,504 | 370 | 0.09% | 0.09% | 1504 | -102 | -3.91% | Q1 2026 | Apr 17, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 2,503 | 370 | 0.17% | 0.16% | 1505 | +2 | 0.08% | Q1 2026 | May 11, 2026 |
| DAVIS R M INC | History | Added to | 2,495 | 369 | 0.01% | 0.01% | 1506 | +225 | 9.91% | Q1 2026 | May 13, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 2,485 | 368 | 0.08% | 0.09% | 1509 | -440 | -15.04% | Q1 2026 | Apr 20, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 2,489 | 368 | 0.07% | 0.07% | 1507 | +12 | 0.48% | Q1 2026 | Apr 14, 2026 |
| Disciplined Investments, LLC | History | No change | 2,488 | 368 | 0.13% | 0.14% | 1508 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 2,479 | 367 | 0.18% | 0.13% | 1511 | +696 | 39.04% | Q1 2026 | May 15, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 2,478 | 367 | 0.02% | 0.02% | 1510 | -26 | -1.04% | Q1 2026 | May 11, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 2,465 | 365 | 0.03% | 0.02% | 1512 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 2,460 | 364 | 0.09% | 0.1% | 1515 | -409 | -14.26% | Q1 2026 | May 11, 2026 |
| Firestone Capital Management | History | Added to | 2,464 | 364 | 0.08% | 0.07% | 1513 | +70 | 2.92% | Q1 2026 | May 08, 2026 |
| Rodgers & Associates, LTD | History | No change | 2,462 | 364 | 0.04% | 0.04% | 1514 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 2,444 | 361 | 0.03% | 0.04% | 1517 | -667 | -21.44% | Q1 2026 | May 12, 2026 |
| Index Fund Advisors, Inc. | History | No change | 2,441 | 361 | 0.02% | 0.02% | 1516 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 2,436 | 360 | 0.26% | 0.27% | 1519 | +3 | 0.12% | Q1 2026 | Apr 29, 2026 |
| NBT BANK N A /NY | History | No change | 2,432 | 360 | 0.02% | 0.02% | 1518 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vigil Wealth Management, LLC | History | No change | 2,435 | 360 | 0.29% | 0.29% | 1520 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 2,420 | 358 | 0.03% | 0.03% | 1521 | -408 | -14.43% | Q1 2026 | May 05, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 2,413 | 357 | 0.05% | 0.11% | 1523 | -3,278 | -57.6% | Q1 2026 | May 12, 2026 |
| Olistico Wealth, LLC | History | No change | 2,415 | 357 | 0.18% | 0.17% | 1522 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Baker Avenue Asset Management, LP | History | New | 2,409 | 356 | 0.01% | — | 1527 | +2,409 | New | Q1 2026 | May 12, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 2,409 | 356 | 0.17% | 0.16% | 1526 | +9 | 0.38% | Q1 2026 | Apr 15, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 2,407 | 356 | 0.03% | 0.03% | 1525 | +7 | 0.29% | Q1 2026 | May 13, 2026 |
| Dakota Community Bank & Trust NA | History | No change | 2,485 | 356 | 1.22% | 1.22% | 1524 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,400 | 355 | 0.01% | 0.01% | 1528 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MY Wealth Management Inc. | History | Added to | 2,750 | 354 | 0.34% | 0.25% | 1530 | +736 | 36.54% | Q1 2026 | May 01, 2026 |
| American Money Management, LLC | History | Reduced | 2,391 | 354 | 0.06% | 0.06% | 1529 | -77 | -3.12% | Q1 2026 | May 11, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 2,384 | 353 | 0.04% | 0.04% | 1531 | -156 | -6.14% | Q1 2026 | May 05, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 2,386 | 353 | 0.04% | 0.04% | 1532 | +2 | 0.08% | Q1 2026 | Apr 16, 2026 |
| Aviance Capital Partners, LLC | History | No change | 2,377 | 352 | 0.04% | 0.04% | 1533 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 2,364 | 350 | 0.02% | 0.02% | 1534 | -67 | -2.76% | Q1 2026 | Apr 09, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | New | 2,359 | 349 | 0.02% | — | 1536 | +2,359 | New | Q1 2026 | Apr 22, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 2,357 | 349 | 0.02% | 0.02% | 1535 | +38 | 1.64% | Q1 2026 | May 01, 2026 |
| CVFG LLC | History | New | 2,348 | 347 | 0.04% | — | 1538 | +2,348 | New | Q1 2026 | Apr 29, 2026 |
| J2 Capital Management Inc | History | No change | 2,348 | 347 | 0.24% | 0.25% | 1537 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wealth Architects, LLC | History | Reduced | 2,338 | 346 | 0.03% | 0.03% | 1539 | -99 | -4.06% | Q1 2026 | May 15, 2026 |
| S Harris Financial Group, LLC | History | Reduced | 2,331 | 345 | 0.31% | 0.32% | 1542 | -4 | -0.17% | Q1 2026 | Apr 21, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 2,330 | 345 | 0.02% | 0.02% | 1540 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rezny Wealth Management, Inc. | History | No change | 2,330 | 345 | 0.07% | 0.07% | 1541 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ATWOOD & PALMER INC | History | Added to | 2,328 | 344 | 0.02% | 0.0% | 1543 | +2,129 | 1069.85% | Q1 2026 | Apr 15, 2026 |
| Reynders McVeigh Capital Management, LLC | History | New | 2,314 | 343 | 0.02% | — | 1545 | +2,314 | New | Q1 2026 | Apr 27, 2026 |
| Clark Asset Management, LLC | History | No change | 2,322 | 343 | 0.03% | 0.03% | 1544 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CAPE ANN SAVINGS BANK | History | New | 2,312 | 342 | 0.17% | — | 1549 | +2,312 | New | Q1 2026 | Apr 27, 2026 |
| Trek Financial, LLC | History | Reduced | 2,310 | 342 | 0.02% | 0.02% | 1548 | -545 | -19.09% | Q1 2026 | May 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 2,311 | 342 | 0.02% | 0.02% | 1547 | +227 | 10.89% | Q1 2026 | Apr 20, 2026 |
| GODSEY & GIBB, INC | History | No change | 2,310 | 342 | 0.03% | 0.03% | 1546 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Csenge Advisory Group | History | Added to | 2,307 | 341 | 0.02% | 0.01% | 1550 | +87 | 3.92% | Q1 2026 | Apr 30, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 2,295 | 339 | 0.1% | 0.06% | 1551 | +857 | 59.6% | Q1 2026 | Apr 30, 2026 |
| ZEGA Investments, LLC | History | Reduced | 2,294 | 339 | 0.04% | 0.05% | 1552 | -461 | -16.73% | Q1 2026 | May 08, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 2,295 | 339 | 0.35% | 0.34% | 1553 | -33 | -1.42% | Q1 2026 | May 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 2,284 | 338 | 0.03% | 0.02% | 1554 | +370 | 19.33% | Q1 2026 | May 13, 2026 |
| Keebeck Wealth Management | History | Added to | 2,287 | 338 | 0.04% | 0.04% | 1555 | +17 | 0.75% | Q1 2026 | May 14, 2026 |
| GHE, LLC | History | No change | 2,285 | 338 | 0.14% | 0.11% | 1556 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 2,278 | 337 | 0.07% | 0.06% | 1557 | +370 | 19.39% | Q1 2026 | Apr 27, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 2,279 | 337 | 0.28% | 0.28% | 1558 | +11 | 0.49% | Q1 2026 | Apr 14, 2026 |
| Castleview Partners, LLC | History | New | 2,271 | 336 | 0.17% | — | 1560 | +2,271 | New | Q1 2026 | May 01, 2026 |
| Ruggiero Investments, Inc. | History | New | 2,269 | 336 | 0.32% | — | 1561 | +2,269 | New | Q1 2026 | May 12, 2026 |
| Cannell & Spears LLC | History | Reduced | 2,269 | 336 | 0.01% | 0.01% | 1559 | -220 | -8.84% | Q1 2026 | May 15, 2026 |
| Cascade Investment Advisors, Inc. | History | Reduced | 2,250 | 333 | 0.2% | 0.22% | 1562 | -350 | -13.46% | Q1 2026 | Apr 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 2,243 | 332 | 0.0% | 0.01% | 1563 | -2,861 | -56.05% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 2,237 | 331 | 0.0% | 0.0% | 1564 | -745 | -24.98% | Q1 2026 | May 13, 2026 |
| Cambridge Advisors Inc. | History | Added to | 2,241 | 331 | 0.06% | 0.06% | 1565 | +117 | 5.51% | Q1 2026 | Apr 16, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 2,237 | 331 | 0.05% | 0.05% | 1566 | -23 | -1.02% | Q1 2026 | Apr 22, 2026 |
| Fortis Group Advisors, LLC | History | No change | 2,240 | 331 | 0.05% | 0.05% | 1567 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,237 | 331 | 0.04% | 0.03% | 1568 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 2,234 | 330 | 0.08% | — | 1570 | +2,234 | New | Q1 2026 | May 04, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 2,230 | 330 | 0.16% | 0.14% | 1569 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 2,223 | 329 | 0.16% | 0.11% | 1573 | +752 | 51.12% | Q1 2026 | Apr 20, 2026 |
| 1776 Wealth LLC | History | Reduced | 2,223 | 329 | 0.13% | 0.12% | 1572 | -47 | -2.07% | Q1 2026 | May 08, 2026 |
| Evercore Wealth Management, LLC | History | No change | 2,223 | 329 | 0.01% | 0.0% | 1571 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 2,215 | 328 | 0.21% | 0.22% | 1575 | +6 | 0.27% | Q1 2026 | Apr 21, 2026 |
| LMG Wealth Partners, LLC | History | No change | 2,220 | 328 | 0.06% | 0.06% | 1574 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 2,211 | 327 | 0.21% | 0.23% | 1576 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Edgestream Partners, L.P. | History | Added to | 2,203 | 326 | 0.01% | 0.01% | 1577 | +293 | 15.34% | Q1 2026 | May 18, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 2,203 | 326 | 0.05% | 0.05% | 1578 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 2,193 | 324 | 0.13% | 0.11% | 1579 | +431 | 24.46% | Q1 2026 | Apr 22, 2026 |
| WESPAC Advisors, LLC | History | No change | 2,185 | 323 | 0.18% | 0.17% | 1580 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Holistic Financial Partners | History | No change | 2,183 | 323 | 0.12% | 0.11% | 1581 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Skyview Financial Group LLC | History | No change | 2,257 | 323 | 0.33% | 0.33% | 1582 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 2,214 | 322 | 0.11% | 0.1% | 1583 | +12 | 0.54% | Q1 2026 | Apr 27, 2026 |
| Strengthening Families & Communities, LLC | History | New | 2,169 | 321 | 0.08% | — | 1586 | +2,169 | New | Q1 2026 | May 11, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 2,172 | 321 | 0.06% | 0.06% | 1584 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gray Private Wealth, LLC | History | No change | 2,172 | 321 | 0.16% | 0.15% | 1585 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 2,163 | 320 | 0.02% | 0.02% | 1587 | -100 | -4.42% | Q1 2026 | Apr 20, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 2,058 | 320 | 0.24% | 0.25% | 1588 | -54 | -2.56% | Q1 2026 | May 14, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 2,164 | 320 | 0.07% | 0.07% | 1589 | +50 | 2.37% | Q1 2026 | May 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 2,151 | 318 | 0.2% | 0.2% | 1590 | -45 | -2.05% | Q1 2026 | May 14, 2026 |
| Winch Advisory Services, LLC | History | Added to | 2,142 | 317 | 0.07% | 0.07% | 1591 | +10 | 0.47% | Q1 2026 | Apr 30, 2026 |
| Diversified Enterprises, LLC | History | Added to | 2,142 | 317 | 0.02% | 0.02% | 1592 | +8 | 0.37% | Q1 2026 | May 14, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 2,134 | 316 | 0.1% | 0.1% | 1593 | -159 | -6.93% | Q1 2026 | Apr 15, 2026 |
| Meramec Financial Planners, LLC | History | No change | 2,042 | 316 | 0.13% | 0.12% | 1594 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 2,147 | 315 | 0.22% | 0.23% | 1598 | -320 | -12.97% | Q1 2026 | Apr 16, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Added to | 2,131 | 315 | 0.16% | 0.15% | 1597 | +35 | 1.67% | Q1 2026 | May 15, 2026 |
| Brick & Kyle, Associates | History | No change | 2,195 | 315 | 0.11% | 0.11% | 1595 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 2,130 | 315 | 0.01% | 0.01% | 1596 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 2,124 | 314 | 0.16% | 0.15% | 1599 | +62 | 3.01% | Q1 2026 | Apr 15, 2026 |
| RIA Advisory Group LLC | History | Added to | 2,122 | 314 | 0.07% | 0.07% | 1600 | +14 | 0.66% | Q1 2026 | Apr 23, 2026 |
| Capital Investment Counsel, LLC | History | New | 2,118 | 313 | 0.04% | — | 1601 | +2,118 | New | Q1 2026 | Apr 23, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 8,811,881 | 312 | 0.01% | 0.29% | 1603 | +8,750,384 | 14228.96% | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 2,113 | 312 | 0.13% | 0.11% | 1602 | +321 | 17.91% | Q1 2026 | May 05, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 2,113 | 312 | 0.02% | 0.02% | 1604 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BLODGETT WEALTH ADVISORS, LLC | History | No change | 2,107 | 312 | 0.25% | 0.21% | 1605 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Greenline Partners, LLC | History | Added to | 2,101 | 311 | 0.03% | 0.03% | 1606 | +2 | 0.1% | Q1 2026 | May 15, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | No change | 2,087 | 309 | 0.08% | 0.08% | 1607 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| American Financial Advisors, LLC | History | Reduced | 2,084 | 308 | 0.04% | 0.08% | 1609 | -2,275 | -52.19% | Q1 2026 | May 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 2,084 | 308 | 0.02% | — | 1611 | +2,084 | New | Q1 2026 | May 07, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 2,085 | 308 | 0.1% | 0.11% | 1610 | +54 | 2.66% | Q1 2026 | Apr 23, 2026 |
| Hudock, Inc. | History | Added to | 2,081 | 308 | 0.05% | 0.04% | 1608 | +4 | 0.19% | Q1 2026 | May 13, 2026 |
| Midwest Financial Group LLC | History | Added to | 2,076 | 307 | 0.13% | 0.13% | 1613 | +7 | 0.34% | Q1 2026 | Apr 22, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 2,076 | 307 | 0.04% | 0.04% | 1612 | +4 | 0.19% | Q1 2026 | Apr 13, 2026 |
| Headlands Technologies LLC | History | New | 2,069 | 306 | 0.03% | — | 1614 | +2,069 | New | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | New | 2,054 | 304 | 0.01% | — | 1618 | +2,054 | New | Q1 2026 | Apr 29, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 2,058 | 304 | 0.32% | 0.39% | 1617 | -573 | -21.78% | Q1 2026 | Apr 23, 2026 |
| SNS Financial Group, LLC | History | Added to | 2,054 | 304 | 0.03% | 0.03% | 1616 | +5 | 0.24% | Q1 2026 | Apr 14, 2026 |
| BLB&B Advisors, LLC | History | No change | 2,059 | 304 | 0.01% | 0.01% | 1615 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 2,040 | 302 | 0.13% | 0.13% | 1619 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Maxele Advisors, LLC | History | No change | 2,107 | 302 | 0.25% | 0.25% | 1620 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 2,033 | 301 | 0.07% | 0.07% | 1621 | -225 | -9.96% | Q1 2026 | Apr 14, 2026 |
| Commerce Advisors, LLC | History | New | 2,031 | 300 | 0.25% | — | 1622 | +2,031 | New | Q1 2026 | May 12, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 2,026 | 299 | 0.08% | 0.07% | 1623 | +12 | 0.6% | Q1 2026 | May 14, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 2,019 | 298 | 0.04% | 0.04% | 1624 | -170 | -7.77% | Q1 2026 | Apr 27, 2026 |
| Accredited Investors Inc. | History | Added to | 2,010 | 297 | 0.02% | 0.01% | 1625 | +488 | 32.06% | Q1 2026 | Apr 30, 2026 |
| Bank OZK | History | No change | 2,010 | 297 | 0.1% | 0.1% | 1626 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 2,076 | 297 | 0.09% | 0.09% | 1627 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Vantus Wealth LLC | History | No change | 2,075 | 297 | 0.22% | 0.22% | 1628 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 2,000 | 296 | 0.04% | — | 1631 | +2,000 | New | Q1 2026 | Apr 16, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 2,002 | 296 | 0.16% | 0.13% | 1629 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PFC CAPITAL GROUP, INC. | History | No change | 2,000 | 296 | 0.13% | 0.12% | 1630 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Added to | 1,993 | 295 | 0.24% | 0.23% | 1632 | +12 | 0.61% | Q1 2026 | May 08, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 1,988 | 294 | 0.06% | 0.06% | 1634 | +107 | 5.69% | Q1 2026 | May 13, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 1,990 | 294 | 0.19% | 0.19% | 1633 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| TSA Wealth Managment LLC | History | New | 1,980 | 293 | 0.09% | — | 1638 | +1,980 | New | Q1 2026 | May 01, 2026 |
| Tripletail Wealth Management, LLC | History | Added to | 1,980 | 293 | 0.4% | 0.35% | 1637 | +50 | 2.59% | Q1 2026 | May 14, 2026 |
| Revisor Wealth Management LLC | History | No change | 1,985 | 293 | 0.08% | 0.08% | 1635 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sterling Wealth Advisors Inc | History | No change | 1,892 | 293 | 0.17% | 0.16% | 1636 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 1,975 | 292 | 0.03% | 0.03% | 1639 | -43 | -2.13% | Q1 2026 | May 04, 2026 |
| Strategic Wealth Investment Group, LLC | History | Added to | 1,970 | 291 | 0.04% | 0.03% | 1641 | +24 | 1.23% | Q1 2026 | May 11, 2026 |
| Balance Wealth, LLC | History | Reduced | 1,970 | 291 | 0.09% | 0.09% | 1642 | -2 | -0.1% | Q1 2026 | Apr 20, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 1,971 | 291 | 0.08% | 0.09% | 1640 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,960 | 290 | 0.1% | 0.08% | 1643 | +79 | 4.2% | Q1 2026 | May 15, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 1,956 | 289 | 0.03% | 0.07% | 1644 | -2,200 | -52.94% | Q1 2026 | Apr 28, 2026 |
| Colter Lewis Investment Partners LLC | History | Added to | 1,946 | 288 | 0.27% | 0.27% | 1647 | +315 | 19.31% | Q1 2026 | May 15, 2026 |
| Legacy Financial Group LLC | History | Added to | 1,945 | 288 | 0.04% | 0.04% | 1646 | +1 | 0.05% | Q1 2026 | May 04, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 1,945 | 288 | 0.11% | 0.1% | 1645 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Crestwood Advisors Group, LLC | History | New | 1,938 | 287 | 0.0% | — | 1651 | +1,938 | New | Q1 2026 | May 05, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 1,940 | 287 | 0.09% | 0.11% | 1648 | -512 | -20.88% | Q1 2026 | May 19, 2026 |
| Second Line Capital, LLC | History | Reduced | 1,827 | 287 | 0.05% | 0.05% | 1650 | -17 | -0.92% | Q1 2026 | May 14, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 1,940 | 287 | 0.02% | 0.02% | 1649 | +8 | 0.41% | Q1 2026 | Apr 29, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 1,980 | 286 | 0.04% | 0.04% | 1652 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Dunhill Financial, LLC | History | Added to | 1,930 | 285 | 0.07% | 0.07% | 1653 | +1 | 0.05% | Q1 2026 | May 06, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 1,911 | 283 | 0.05% | 0.05% | 1654 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WestHill Financial Advisors, Inc. | History | No change | 1,914 | 283 | 0.05% | 0.05% | 1655 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| DOVER ADVISORS, LLC | History | No change | 1,916 | 283 | 0.12% | 0.11% | 1656 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 1,914 | 283 | 0.19% | 0.19% | 1657 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 1,906 | 282 | 0.08% | 0.08% | 1658 | +20 | 1.06% | Q1 2026 | Apr 23, 2026 |
| Concentrum Wealth Management | History | New | 1,900 | 281 | 0.08% | — | 1660 | +1,900 | New | Q1 2026 | May 04, 2026 |
| Cooper Financial Group | History | Reduced | 1,900 | 281 | 0.03% | 0.03% | 1659 | -97 | -4.86% | Q1 2026 | Apr 07, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 1,891 | 280 | 0.02% | 0.02% | 1663 | +141 | 8.06% | Q1 2026 | May 14, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Added to | 1,892 | 280 | 0.08% | 0.07% | 1664 | +19 | 1.01% | Q1 2026 | Apr 22, 2026 |
| Heritage Financial Services, LLC | History | No change | 1,953 | 280 | 0.02% | 0.02% | 1661 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ferguson Shapiro LLC | History | No change | 1,897 | 280 | 0.09% | 0.08% | 1662 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Gibbs Wealth Management | History | New | 1,889 | 279 | 0.04% | — | 1665 | +1,889 | New | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Reduced | 1,883 | 278 | 0.0% | 0.01% | 1666 | -800 | -29.82% | Q1 2026 | May 08, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,880 | 278 | 0.14% | 0.14% | 1668 | +16 | 0.86% | Q1 2026 | May 15, 2026 |
| Perkins Coie Trust Co | History | No change | 1,880 | 278 | 0.05% | 0.05% | 1667 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SEEDS INVESTOR LLC | History | New | 1,810 | 277 | 0.04% | — | 1671 | +1,810 | New | Q1 2026 | May 11, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 1,874 | 277 | 0.02% | 0.02% | 1669 | +45 | 2.46% | Q1 2026 | Apr 15, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | No change | 1,874 | 277 | 0.29% | 0.27% | 1670 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Weil Company, Inc. | History | New | 1,866 | 276 | 0.06% | — | 1673 | +1,866 | New | Q1 2026 | Apr 15, 2026 |
| McDonough Capital Management, Inc | History | No change | 1,869 | 276 | 0.15% | 0.13% | 1672 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 1,860 | 275 | 0.06% | 0.06% | 1674 | -71 | -3.68% | Q1 2026 | May 12, 2026 |
| BAM Wealth Management, LLC | History | Added to | 1,855 | 274 | 0.2% | 0.19% | 1675 | +50 | 2.77% | Q1 2026 | Apr 17, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 1,847 | 273 | 0.01% | 0.01% | 1676 | -20 | -1.07% | Q1 2026 | May 06, 2026 |
| Caitlin John, LLC | History | No change | 1,846 | 273 | 0.16% | 0.17% | 1677 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AlTi Global, Inc. | History | Added to | 1,843 | 272 | 0.01% | 0.01% | 1679 | +7 | 0.38% | Q1 2026 | May 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,840 | 272 | 0.01% | 0.01% | 1678 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| JB Capital LLC | History | Reduced | 1,834 | 271 | 0.01% | 0.08% | 1680 | -11,321 | -86.06% | Q1 2026 | Apr 27, 2026 |
| ETF Store, Inc. | History | Added to | 1,837 | 271 | 0.26% | 0.27% | 1681 | +7 | 0.38% | Q1 2026 | Apr 30, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,826 | 270 | 0.14% | 0.14% | 1683 | +48 | 2.7% | Q1 2026 | May 13, 2026 |
| Capital Management Associates, Inc | History | No change | 1,825 | 270 | 0.06% | 0.06% | 1682 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Planning Center, Inc. | History | No change | 1,820 | 269 | 0.03% | 0.03% | 1684 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Founders Capital Management | History | Added to | 1,813 | 268 | 0.13% | 0.13% | 1685 | +4 | 0.22% | Q1 2026 | Apr 21, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 1,805 | 267 | 0.08% | 0.24% | 1687 | -3,613 | -66.69% | Q1 2026 | Apr 28, 2026 |
| Sather Financial Group Inc | History | Reduced | 1,804 | 267 | 0.02% | 0.01% | 1686 | -67 | -3.58% | Q1 2026 | Apr 29, 2026 |
| MGB Wealth Management, LLC | History | No change | 1,853 | 267 | 0.08% | 0.08% | 1688 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Heritage Wealth Advisors | History | No change | 1,798 | 266 | 0.01% | 0.01% | 1689 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Greenspring Advisors, LLC | History | No change | 1,802 | 266 | 0.02% | 0.02% | 1690 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vawter Financial, Ltd. | History | No change | 1,800 | 266 | 0.11% | 0.11% | 1691 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | New | 1,795 | 265 | 0.21% | — | 1698 | +1,795 | New | Q1 2026 | May 12, 2026 |
| Realta Investment Advisors | History | Reduced | 1,792 | 265 | 0.09% | 0.12% | 1693 | -720 | -28.66% | Q1 2026 | Apr 22, 2026 |
| Alpha Financial Partners LLC | History | Reduced | 1,791 | 265 | 0.16% | 0.16% | 1696 | -25 | -1.38% | Q1 2026 | May 13, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 1,790 | 265 | 0.22% | 0.21% | 1692 | +7 | 0.39% | Q1 2026 | Apr 28, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 1,794 | 265 | 0.02% | 0.02% | 1694 | +7 | 0.39% | Q1 2026 | May 07, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 1,795 | 265 | 0.03% | 0.03% | 1695 | +6 | 0.34% | Q1 2026 | Apr 20, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 1,793 | 265 | 0.17% | 0.17% | 1697 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MRA Advisory Group | History | No change | 1,784 | 264 | 0.11% | 0.11% | 1699 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| West Branch Capital LLC | History | Reduced | 1,782 | 263 | 0.07% | 0.07% | 1700 | -91 | -4.86% | Q1 2026 | Apr 14, 2026 |
| Financial Freedom, LLC | History | Added to | 1,780 | 263 | 0.13% | 0.13% | 1701 | +6 | 0.34% | Q1 2026 | Apr 30, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 1,774 | 262 | 0.15% | 0.21% | 1702 | -773 | -30.35% | Q1 2026 | Apr 08, 2026 |
| Sankala Group LLC | History | No change | 1,788 | 262 | 0.21% | 0.22% | 1703 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Vident Advisory, LLC | History | New | 1,765 | 261 | 0.0% | — | 1706 | +1,765 | New | Q1 2026 | May 14, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 1,765 | 261 | 0.02% | 0.02% | 1704 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Meriwether Wealth & Planning, LLC | History | No change | 1,766 | 261 | 0.14% | 0.14% | 1705 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Copia Wealth Management | History | Reduced | 1,761 | 260 | 0.18% | 0.22% | 1709 | -389 | -18.09% | Q1 2026 | May 04, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,666 | 260 | 0.03% | 0.03% | 1707 | +382 | 29.75% | Q1 2026 | May 06, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 1,762 | 260 | 0.11% | 0.12% | 1708 | -17 | -0.96% | Q1 2026 | Apr 22, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,754 | 259 | 0.0% | 0.01% | 1710 | +41 | 2.39% | Q1 2026 | May 11, 2026 |
| PW Nova Financial Services LLC | History | Reduced | 1,749 | 259 | 0.06% | 0.1% | 1712 | -10 | -0.57% | Q1 2026 | Apr 15, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 1,750 | 259 | 0.14% | 0.14% | 1711 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 1,744 | 258 | 0.02% | 0.03% | 1713 | -170 | -8.88% | Q1 2026 | Apr 20, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 1,733 | 256 | 0.06% | 0.07% | 1716 | -282 | -14.0% | Q1 2026 | May 05, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | No change | 1,730 | 256 | 0.07% | 0.06% | 1714 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 1,729 | 256 | 0.02% | 0.02% | 1715 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 1,726 | 255 | 0.06% | 0.08% | 1717 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 1,718 | 254 | 0.13% | 0.08% | 1719 | -46 | -2.61% | Q1 2026 | Apr 24, 2026 |
| True North Advisors, LLC | History | No change | 1,721 | 254 | 0.03% | 0.03% | 1718 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Unified Investment Management | History | No change | 1,716 | 254 | 0.26% | 0.25% | 1720 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 1,712 | 253 | 0.0% | — | 1722 | +1,712 | New | Q1 2026 | May 14, 2026 |
| Stone House Investment Management, LLC | History | Added to | 1,713 | 253 | 0.05% | 0.04% | 1721 | +76 | 4.64% | Q1 2026 | Apr 22, 2026 |
| RiverFront Investment Group, LLC | History | No change | 1,700 | 251 | 0.0% | 0.0% | 1723 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 1,700 | 251 | 0.03% | 0.03% | 1724 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nadler Financial Group, Inc. | History | No change | 1,691 | 250 | 0.02% | 0.02% | 1725 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ZynergyRetirementPlanningLLC | History | Reduced | 1,685 | 249 | 0.15% | 0.16% | 1728 | -87 | -4.91% | Q1 2026 | Apr 17, 2026 |
| MA Private Wealth | History | No change | 1,687 | 249 | 0.04% | 0.04% | 1726 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| 626 Financial, LLC | History | No change | 1,686 | 249 | 0.11% | 0.1% | 1727 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Agate Pass Investment Management, LLC | History | Reduced | 1,680 | 248 | 0.1% | 0.12% | 1730 | -648 | -27.84% | Q1 2026 | Apr 07, 2026 |
| SWMG, LLC | History | Reduced | 1,675 | 248 | 0.07% | 0.07% | 1729 | -22 | -1.3% | Q1 2026 | Apr 24, 2026 |
| Bath Savings Trust Co | History | New | 1,674 | 247 | 0.03% | — | 1734 | +1,674 | New | Q1 2026 | Apr 07, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 1,670 | 247 | 0.04% | 0.04% | 1731 | -121 | -6.76% | Q1 2026 | Apr 16, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 1,672 | 247 | 0.02% | 0.02% | 1732 | -1 | -0.06% | Q1 2026 | Apr 09, 2026 |
| BWM Planning, LLC | History | Added to | 1,669 | 247 | 0.07% | 0.06% | 1733 | +1 | 0.06% | Q1 2026 | Apr 21, 2026 |
| RPg Family Wealth Advisory, LLC | History | New | 1,667 | 246 | 0.05% | — | 1736 | +1,667 | New | Q1 2026 | May 14, 2026 |
| PGIM Custom Harvest LLC | History | New | 1,665 | 246 | 0.0% | — | 1737 | +1,665 | New | Q1 2026 | May 13, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 1,663 | 246 | 0.03% | 0.02% | 1735 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,654 | 245 | 0.08% | 0.07% | 1738 | +66 | 4.16% | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 1,658 | 245 | 0.01% | 0.01% | 1739 | -20 | -1.19% | Q1 2026 | Apr 29, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 1,655 | 245 | 0.09% | 0.08% | 1740 | +6 | 0.36% | Q1 2026 | May 08, 2026 |
| Strategic Advocates LLC | History | Reduced | 1,642 | 243 | 1.07% | 0.33% | 1742 | -7,242 | -81.52% | Q1 2026 | May 15, 2026 |
| Lansing Street Advisors | History | Added to | 1,642 | 243 | 0.06% | 0.06% | 1741 | +10 | 0.61% | Q1 2026 | Apr 28, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Reduced | 1,639 | 242 | 0.06% | 0.06% | 1745 | -224 | -12.02% | Q1 2026 | May 12, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 1,635 | 242 | 0.1% | 0.09% | 1744 | +164 | 11.15% | Q1 2026 | May 01, 2026 |
| TruNorth Capital Management, LLC | History | No change | 1,638 | 242 | 0.05% | 0.04% | 1743 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 1,629 | 241 | 0.07% | 0.07% | 1747 | -140 | -7.91% | Q1 2026 | Apr 28, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 1,628 | 241 | 0.13% | 0.13% | 1746 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atlatl Advisers LLC | History | No change | 1,621 | 240 | 0.18% | 0.09% | 1748 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Lakeshore Financial Planning, Inc. | History | New | 1,615 | 239 | 0.09% | — | 1749 | +1,615 | New | Q1 2026 | May 07, 2026 |
| Beacon Capital Management, LLC | History | Added to | 1,610 | 238 | 0.04% | 0.03% | 1751 | +38 | 2.42% | Q1 2026 | May 11, 2026 |
| Security Financial Services, INC. | History | No change | 1,663 | 238 | 0.04% | 0.04% | 1750 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Slagle Financial, LLC | History | Reduced | 1,604 | 237 | 0.08% | 0.17% | 1752 | -1,846 | -53.51% | Q1 2026 | May 01, 2026 |
| CPWA, LLC | History | New | 1,523 | 237 | 0.28% | — | 1753 | +1,523 | New | Q1 2026 | May 13, 2026 |
| Ellenbecker Investment Group | History | New | 1,597 | 236 | 0.03% | — | 1756 | +1,597 | New | Q1 2026 | Apr 23, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Reduced | 1,600 | 236 | 0.06% | 0.07% | 1754 | -136 | -7.83% | Q1 2026 | Apr 16, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 1,596 | 236 | 0.07% | 0.07% | 1755 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| First Western Trust Bank | History | No change | 1,590 | 235 | 0.01% | 0.01% | 1757 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 1,640 | 235 | 0.36% | 0.36% | 1758 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 1,584 | 234 | 0.05% | 0.11% | 1759 | -2,003 | -55.84% | Q1 2026 | Apr 14, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 1,585 | 234 | 0.02% | 0.02% | 1760 | +125 | 8.56% | Q1 2026 | May 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 1,574 | 233 | 0.01% | 0.01% | 1763 | -51 | -3.14% | Q1 2026 | Apr 15, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 1,580 | 233 | 0.01% | 0.01% | 1761 | +41 | 2.66% | Q1 2026 | May 14, 2026 |
| Clarus Group, Inc. | History | No change | 1,575 | 233 | 0.08% | 0.08% | 1762 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Evolution Advisers, Inc. | History | Reduced | 1,569 | 232 | 0.1% | 0.1% | 1764 | -109 | -6.5% | Q1 2026 | May 01, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 1,572 | 232 | 0.08% | 0.08% | 1765 | -3 | -0.19% | Q1 2026 | May 04, 2026 |
| Security National Bank | History | Reduced | 1,562 | 231 | 0.03% | 0.03% | 1766 | -68 | -4.17% | Q1 2026 | Apr 16, 2026 |
| Crewe Advisors LLC | History | Reduced | 1,562 | 231 | 0.02% | 0.02% | 1767 | -41 | -2.56% | Q1 2026 | May 07, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 1,555 | 230 | 0.05% | 0.05% | 1768 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| POTENTIA WEALTH | History | No change | 1,554 | 230 | 0.09% | 0.08% | 1769 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CWS Financial Advisors, LLC | History | New | 1,534 | 227 | 0.06% | — | 1771 | +1,534 | New | Q1 2026 | Apr 27, 2026 |
| Vericrest Private Wealth | History | No change | 1,533 | 227 | 0.2% | 0.2% | 1770 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 1,527 | 226 | 0.14% | 0.64% | 1772 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Brucke Financial, Inc. | History | Added to | 1,518 | 224 | 0.11% | 0.12% | 1773 | +8 | 0.53% | Q1 2026 | Apr 10, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 1,511 | 223 | 0.09% | 0.35% | 1774 | -4,287 | -73.94% | Q1 2026 | Apr 15, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 1,508 | 223 | 0.08% | 0.08% | 1775 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 1,500 | 222 | 0.07% | 0.07% | 1776 | -38 | -2.47% | Q1 2026 | Apr 14, 2026 |
| Ridge Creek Global, Inc | History | No change | 1,495 | 221 | 0.19% | 0.18% | 1777 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sequent Planning LLC | History | New | 1,487 | 220 | 0.05% | — | 1779 | +1,487 | New | Q1 2026 | Apr 21, 2026 |
| Hara Capital LLC | History | Added to | 1,491 | 220 | 0.11% | 0.1% | 1778 | +215 | 16.85% | Q1 2026 | May 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 1,484 | 219 | 0.12% | 0.13% | 1783 | -111 | -6.96% | Q1 2026 | May 13, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 1,480 | 219 | 0.04% | 0.04% | 1781 | -100 | -6.33% | Q1 2026 | Apr 17, 2026 |
| Fluent Financial, LLC | History | No change | 1,432 | 219 | 0.08% | 0.08% | 1780 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,479 | 219 | 0.03% | 0.03% | 1782 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Level Wealth Management LLC | History | Added to | 1,473 | 218 | 0.1% | 0.11% | 1788 | +6 | 0.41% | Q1 2026 | Apr 27, 2026 |
| High Falls Advisors, Inc | History | No change | 1,525 | 218 | 0.04% | 0.04% | 1784 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| MBL Wealth, LLC | History | No change | 1,476 | 218 | 0.02% | 0.02% | 1785 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,476 | 218 | 0.02% | 0.02% | 1786 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,478 | 218 | 0.12% | 0.13% | 1787 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 1,467 | 217 | 0.01% | 0.01% | 1789 | -360 | -19.7% | Q1 2026 | Apr 20, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 1,471 | 217 | 0.02% | 0.02% | 1790 | +21 | 1.45% | Q1 2026 | May 15, 2026 |
| Berkeley, Inc | History | No change | 1,466 | 217 | 0.07% | 0.07% | 1791 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Atlas Brown,Inc. | History | Reduced | 1,465 | 216 | 0.07% | 0.06% | 1792 | -30 | -2.01% | Q1 2026 | Apr 17, 2026 |
| Sun Group Wealth Partners | History | No change | 1,462 | 216 | 0.17% | 0.17% | 1793 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 1,454 | 215 | 0.21% | 0.22% | 1797 | +4 | 0.28% | Q1 2026 | May 22, 2026 |
| WBH ADVISORY INC | History | No change | 1,458 | 215 | 0.02% | 0.02% | 1794 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SkyOak Wealth, LLC | History | No change | 1,455 | 215 | 0.04% | 0.04% | 1795 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 1,452 | 215 | 0.02% | 0.02% | 1796 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Well Done, LLC | History | New | 1,445 | 214 | 0.03% | — | 1799 | +1,445 | New | Q1 2026 | Apr 14, 2026 |
| North Capital, Inc. | History | No change | 1,449 | 214 | 0.18% | 0.18% | 1798 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 1,439 | 213 | 0.02% | 0.02% | 1802 | -126 | -8.05% | Q1 2026 | Apr 23, 2026 |
| Headland Capital, LLC | History | Reduced | 1,440 | 213 | 0.06% | 0.06% | 1801 | -77 | -5.08% | Q1 2026 | May 04, 2026 |
| Enclave Advisors LLC | History | Added to | 1,440 | 213 | 0.03% | 0.03% | 1800 | +1 | 0.07% | Q1 2026 | Apr 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,433 | 212 | 0.01% | 0.15% | 1803 | -39,222 | -96.48% | Q1 2026 | Apr 13, 2026 |
| Eddie Patel Inc | History | New | 1,435 | 212 | 0.16% | — | 1808 | +1,435 | New | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Added to | 1,436 | 212 | 0.01% | 0.01% | 1806 | +459 | 46.98% | Q1 2026 | Apr 06, 2026 |
| Altus Wealth Group LLC | History | Added to | 1,437 | 212 | 0.09% | 0.08% | 1804 | +1 | 0.07% | Q1 2026 | Apr 27, 2026 |
| Eley Financial Management, Inc | History | No change | 1,432 | 212 | 0.08% | 0.07% | 1805 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| North Forty Two & Co. | History | No change | 1,436 | 212 | 0.2% | 0.19% | 1807 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 1,430 | 211 | 0.04% | 0.04% | 1809 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 1,428 | 211 | 0.07% | 0.08% | 1810 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 1,428 | 211 | 0.07% | 0.07% | 1811 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Silicon Valley Capital Partners | History | Added to | 1,424 | 210 | 0.02% | 0.02% | 1813 | +108 | 8.21% | Q1 2026 | May 19, 2026 |
| Private Wealth Partners, LLC | History | No change | 1,423 | 210 | 0.02% | 0.01% | 1812 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capasso Planning Partners LLC | History | No change | 1,464 | 210 | 0.12% | 0.12% | 1814 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 1,415 | 209 | 0.03% | 0.02% | 1815 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Spectrum Investment Advisors, Inc. | History | Reduced | 1,411 | 208 | 0.1% | 0.16% | 1817 | -813 | -36.56% | Q1 2026 | Apr 14, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 1,405 | 208 | 0.04% | 0.04% | 1816 | +8 | 0.57% | Q1 2026 | May 11, 2026 |
| Kathmere Capital Management, LLC | History | New | 1,403 | 207 | 0.01% | — | 1822 | +1,403 | New | Q1 2026 | Apr 28, 2026 |
| Joule Financial, LLC | History | New | 1,402 | 207 | 0.06% | — | 1823 | +1,402 | New | Q1 2026 | Apr 14, 2026 |
| Hardin Capital Partners, LLC | History | New | 1,399 | 207 | 0.1% | — | 1824 | +1,399 | New | Q1 2026 | Apr 08, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 1,402 | 207 | 0.13% | 0.15% | 1819 | -114 | -7.52% | Q1 2026 | Apr 23, 2026 |
| WPG Advisers, LLC | History | Reduced | 1,403 | 207 | 0.15% | 0.15% | 1820 | -19 | -1.34% | Q1 2026 | Apr 29, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 1,403 | 207 | 0.05% | 0.04% | 1818 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| DeLarme Wealth Management, Inc. | History | No change | 1,398 | 207 | 0.13% | 0.14% | 1821 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Summit Global Investments | History | New | 1,390 | 206 | 0.01% | — | 1827 | +1,390 | New | Q1 2026 | May 07, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 1,397 | 206 | 0.01% | 0.01% | 1825 | +1 | 0.07% | Q1 2026 | May 08, 2026 |
| Oxbow Advisors, LLC | History | No change | 1,397 | 206 | 0.02% | 0.02% | 1826 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Vantage Point Financial LLC | History | New | 1,389 | 205 | 0.07% | — | 1835 | +1,389 | New | Q1 2026 | May 01, 2026 |
| Clarendon Private LLC | History | New | 1,387 | 205 | 0.16% | — | 1834 | +1,387 | New | Q1 2026 | May 11, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | New | 1,386 | 205 | 0.14% | — | 1832 | +1,386 | New | Q1 2026 | May 14, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | New | 1,386 | 205 | 0.02% | — | 1833 | +1,386 | New | Q1 2026 | Apr 16, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 1,388 | 205 | 0.05% | 0.07% | 1828 | -475 | -25.5% | Q1 2026 | Apr 10, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 1,385 | 205 | 0.05% | 0.07% | 1829 | -397 | -22.28% | Q1 2026 | Apr 14, 2026 |
| Tacita Capital Inc | History | No change | 1,390 | 205 | 0.12% | 0.12% | 1830 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,389 | 205 | 0.05% | 0.05% | 1831 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BlueStem Wealth Partners, LLC | History | New | 1,384 | 204 | 0.02% | — | 1837 | +1,384 | New | Q1 2026 | May 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | New | 1,379 | 204 | 0.0% | — | 1836 | +1,379 | New | Q1 2026 | May 14, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | New | 1,374 | 203 | 0.15% | — | 1839 | +1,374 | New | Q1 2026 | May 15, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Reduced | 1,372 | 203 | 0.03% | 0.04% | 1838 | -276 | -16.75% | Q1 2026 | May 06, 2026 |
| Able Wealth Management LLC | History | New | 1,370 | 202 | 0.05% | — | 1842 | +1,370 | New | Q1 2026 | Apr 24, 2026 |
| ShoreHaven Wealth Partners, LLC | History | New | 1,368 | 202 | 0.07% | — | 1841 | +1,368 | New | Q1 2026 | May 13, 2026 |
| Grove Bank & Trust | History | No change | 1,364 | 202 | 0.02% | 0.02% | 1840 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Members Trust Co | History | New | 1,358 | 201 | 0.01% | — | 1844 | +1,358 | New | Q1 2026 | May 04, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 1,361 | 201 | 0.14% | 0.18% | 1843 | -253 | -15.68% | Q1 2026 | Apr 29, 2026 |
| Rise Advisors, LLC | History | New | 1,354 | 200 | 0.07% | — | 1848 | +1,354 | New | Q1 2026 | Apr 03, 2026 |
| Intrua Financial, LLC | History | Reduced | 1,357 | 200 | 0.02% | 0.03% | 1846 | -702 | -34.09% | Q1 2026 | Apr 23, 2026 |
| Base Wealth Management LLC | History | Reduced | 1,354 | 200 | 0.11% | 0.11% | 1847 | -99 | -6.81% | Q1 2026 | Apr 29, 2026 |
| CITY HOLDING CO | History | No change | 1,357 | 200 | 0.03% | 0.02% | 1845 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TFC Financial Management, Inc. | History | Added to | 1,333 | 197 | 0.02% | 0.0% | 1849 | +1,096 | 462.45% | Q1 2026 | Apr 23, 2026 |
| Walsh & Associates, LLC | History | No change | 1,332 | 197 | 0.2% | 0.19% | 1850 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | Reduced | 1,326 | 196 | 0.02% | 0.02% | 1851 | -152 | -10.28% | Q1 2026 | May 01, 2026 |
| ORG Partners LLC | History | No change | 1,369 | 196 | 0.03% | 0.03% | 1852 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 1,311 | 194 | 0.01% | 0.02% | 1853 | -241 | -15.53% | Q1 2026 | Apr 20, 2026 |
| Hamrick Investment Counsel, llc | History | New | 1,298 | 192 | 0.11% | — | 1857 | +1,298 | New | Q1 2026 | May 11, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 1,297 | 192 | 0.05% | 0.01% | 1854 | +1,113 | 604.89% | Q1 2026 | May 11, 2026 |
| Sachetta, LLC | History | Added to | 1,300 | 192 | 0.1% | 0.09% | 1855 | +130 | 11.11% | Q1 2026 | May 01, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 1,298 | 192 | 0.1% | 0.1% | 1856 | -55 | -4.07% | Q1 2026 | May 15, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 1,233 | 182 | 0.93% | 1.15% | 1859 | -81 | -6.16% | Q1 2026 | Apr 28, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 1,232 | 182 | 0.01% | 0.01% | 1858 | -7 | -0.56% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 1,214 | 179 | 0.05% | 0.05% | 1860 | -20 | -1.62% | Q1 2026 | Apr 22, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,207 | 178 | 0.01% | — | 1861 | +1,207 | New | Q1 2026 | May 15, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 1,149 | 170 | 0.12% | 0.13% | 1862 | -47 | -3.93% | Q1 2026 | May 12, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 1,087 | 160 | 0.01% | 0.01% | 1863 | -380 | -25.9% | Q1 2026 | May 12, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,048 | 155 | 0.01% | 0.01% | 1864 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | Added to | 1,043 | 154 | 0.03% | 0.03% | 1866 | +12 | 1.16% | Q1 2026 | Apr 10, 2026 |
| MTM Investment Management, LLC | History | No change | 1,045 | 154 | 0.05% | 0.05% | 1865 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1,030 | 152 | 0.12% | — | 1867 | +1,030 | New | Q1 2026 | May 15, 2026 |
| Rakuten Securities, Inc. | History | Added to | 997 | 147 | 0.06% | 0.02% | 1868 | +468 | 88.47% | Q1 2026 | May 01, 2026 |
| TSFG, LLC | History | Added to | 973 | 144 | 0.02% | 0.02% | 1870 | +1 | 0.1% | Q1 2026 | Apr 27, 2026 |
| Stelac Advisory Services LLC | History | No change | 979 | 144 | 0.03% | 0.05% | 1869 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Global Wealth Strategies & Associates | History | New | 968 | 143 | 0.04% | — | 1871 | +968 | New | Q1 2026 | Apr 03, 2026 |
| J.Safra Asset Management Corp | History | No change | 964 | 142 | 0.01% | 0.01% | 1872 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Park Place Capital Corp | History | New | 953 | 141 | 0.03% | — | 1873 | +953 | New | Q1 2026 | Apr 09, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 935 | 138 | 0.1% | 0.1% | 1874 | +92 | 10.91% | Q1 2026 | Apr 27, 2026 |
| IFG Advisory, LLC | History | Reduced | 929 | 137 | 0.39% | 1.36% | 1875 | -216,018 | -99.57% | Q1 2026 | May 12, 2026 |
| True Link Financial Advisors, LLC | History | New | 900 | 133 | 0.01% | — | 1876 | +900 | New | Q1 2026 | Apr 29, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 881 | 130 | 0.01% | 0.01% | 1877 | -75 | -7.85% | Q1 2026 | May 14, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 882 | 130 | 0.1% | 0.1% | 1878 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BALLAST ADVISORS LLC | History | No change | 868 | 129 | 0.04% | 0.03% | 1879 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kentucky Trust Co | History | No change | 861 | 127 | 0.07% | 0.07% | 1880 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Newton One Investments LLC | History | Reduced | 846 | 125 | 0.03% | 0.05% | 1882 | -442 | -34.32% | Q1 2026 | Apr 24, 2026 |
| ESL Trust Services, LLC | History | Reduced | 850 | 125 | 0.02% | 0.03% | 1881 | -150 | -15.0% | Q1 2026 | May 07, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 820 | 121 | 0.05% | 0.04% | 1883 | +75 | 10.07% | Q1 2026 | May 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 830 | 120 | 0.0% | — | 1884 | +830 | New | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 800 | 118 | 0.04% | 0.04% | 1885 | -92 | -10.31% | Q1 2026 | Apr 09, 2026 |
| JDM Financial Group LLC | History | No change | 777 | 115 | 0.04% | 0.04% | 1886 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| WFA of San Diego, LLC | History | No change | 775 | 114 | 0.09% | 0.08% | 1887 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 760 | 112 | 0.06% | 0.06% | 1888 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Napier Financial, LLC | History | New | 733 | 108 | 0.02% | — | 1889 | +733 | New | Q1 2026 | May 05, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 724 | 107 | 0.03% | 0.03% | 1890 | +2 | 0.28% | Q1 2026 | May 01, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 722 | 106 | 0.04% | 0.06% | 1891 | -340 | -32.02% | Q1 2026 | Apr 23, 2026 |
| Accent Capital Management, LLC | History | No change | 719 | 106 | 0.05% | 0.04% | 1892 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 700 | 103 | 0.02% | 0.04% | 1893 | -960 | -57.83% | Q1 2026 | May 01, 2026 |
| Evergreen Advisors, LLC | History | New | 692 | 102 | 0.02% | — | 1895 | +692 | New | Q1 2026 | May 05, 2026 |
| Miller Capital Partners, Inc. | History | No change | 695 | 102 | 0.05% | 0.05% | 1894 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hurley Capital, LLC | History | Added to | 679 | 100 | 0.05% | 0.05% | 1896 | +2 | 0.3% | Q1 2026 | May 06, 2026 |
| Purpose Unlimited Inc. | History | New | 647 | 95 | 0.0% | — | 1898 | +647 | New | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 644 | 95 | 0.08% | 0.07% | 1897 | +50 | 8.42% | Q1 2026 | May 11, 2026 |
| Tidemark, LLC | History | Reduced | 627 | 92 | 0.02% | 0.03% | 1899 | -204 | -24.55% | Q1 2026 | May 07, 2026 |
| Kimelman & Baird, LLC | History | Added to | 619 | 91 | 0.01% | 0.01% | 1900 | +150 | 31.98% | Q1 2026 | May 13, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 619 | 91 | 0.1% | 0.1% | 1901 | -74 | -10.68% | Q1 2026 | May 13, 2026 |
| CDKV HOLDINGS LLC | History | Reduced | 619 | 91 | 0.08% | 0.08% | 1902 | -15 | -2.37% | Q1 2026 | May 01, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 579 | 85 | 0.02% | 0.02% | 1905 | -128 | -18.1% | Q1 2026 | Apr 30, 2026 |
| Noble Wealth Management PBC | History | Reduced | 576 | 85 | 0.04% | 0.04% | 1907 | -32 | -5.26% | Q1 2026 | Apr 02, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 575 | 85 | 0.02% | 0.02% | 1904 | +9 | 1.59% | Q1 2026 | Apr 14, 2026 |
| Versant Capital Management, Inc | History | No change | 577 | 85 | 0.01% | 0.01% | 1903 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 580 | 85 | 0.04% | 0.04% | 1906 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 560 | 82 | 0.05% | 0.11% | 1911 | -557 | -49.87% | Q1 2026 | May 07, 2026 |
| ALLIANZ SE | History | No change | 560 | 82 | 0.0% | 0.0% | 1908 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 559 | 82 | 0.02% | 0.02% | 1909 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Missouri Trust & Investment Co | History | No change | 556 | 82 | 0.02% | 0.02% | 1910 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 555 | 82 | 0.06% | 0.06% | 1912 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CERTUITY, LLC | History | Reduced | 553 | 81 | 0.01% | 0.01% | 1914 | -911 | -62.23% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 550 | 81 | 0.01% | 0.01% | 1913 | -200 | -26.67% | Q1 2026 | May 11, 2026 |
| Synergy Investment Management, LLC | History | New | 546 | 80 | 0.03% | — | 1916 | +546 | New | Q1 2026 | May 14, 2026 |
| Hilltop National Bank | History | No change | 542 | 80 | 0.02% | 0.02% | 1915 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 530 | 78 | 0.01% | — | 1920 | +530 | New | Q1 2026 | Apr 27, 2026 |
| CNB Bank | History | Added to | 528 | 78 | 0.03% | 0.03% | 1917 | +90 | 20.55% | Q1 2026 | May 06, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 527 | 78 | 0.04% | 0.04% | 1918 | +3 | 0.57% | Q1 2026 | May 04, 2026 |
| Bank of New Hampshire | History | No change | 532 | 78 | 0.02% | 0.02% | 1919 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| STANCE CAPITAL LLC | History | New | 520 | 77 | 0.04% | — | 1922 | +520 | New | Q1 2026 | May 13, 2026 |
| New Millennium Group LLC | History | No change | 538 | 77 | 0.03% | 0.03% | 1921 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kennebec Savings Bank | History | Reduced | 514 | 76 | 0.07% | 0.33% | 1924 | -2,123 | -80.51% | Q1 2026 | Apr 17, 2026 |
| Lodestone Wealth Management LLC | History | No change | 514 | 76 | 0.03% | 0.03% | 1923 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CGC Financial Services, LLC | History | No change | 509 | 75 | 0.02% | 0.02% | 1925 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Financial Connections Group, Inc. | History | No change | 502 | 74 | 0.03% | 0.02% | 1926 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 497 | 73 | 0.02% | — | 1929 | +497 | New | Q1 2026 | Apr 13, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 499 | 73 | 0.07% | 0.04% | 1927 | +149 | 42.57% | Q1 2026 | May 08, 2026 |
| Osbon Capital Management LLC | History | Reduced | 499 | 73 | 0.06% | 0.08% | 1928 | -67 | -11.84% | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 486 | 71 | 0.03% | 0.03% | 1930 | -121 | -19.93% | Q1 2026 | Apr 14, 2026 |
| Front Row Advisors LLC | History | Added to | 475 | 70 | 0.02% | 0.01% | 1931 | +225 | 90.0% | Q1 2026 | May 19, 2026 |
| Basepoint Wealth LLC | History | Added to | 476 | 70 | 0.04% | 0.04% | 1932 | +3 | 0.63% | Q1 2026 | May 07, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 472 | 69 | 0.07% | 0.07% | 1933 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Truvestments Capital LLC | History | Added to | 454 | 67 | 0.01% | 0.0% | 1934 | +346 | 320.37% | Q1 2026 | May 13, 2026 |
| Ransom Advisory, Ltd | History | No change | 471 | 67 | 0.03% | 0.03% | 1935 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 450 | 66 | 0.01% | 0.01% | 1936 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 447 | 66 | 0.01% | 0.0% | 1937 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 442 | 65 | 0.01% | 0.01% | 1938 | +103 | 30.38% | Q1 2026 | Apr 29, 2026 |
| Pacifica Partners Inc. | History | No change | 426 | 63 | 0.02% | 0.03% | 1939 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Hughes Financial Services, LLC | History | No change | 432 | 63 | 0.01% | 0.01% | 1940 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CrossGen Wealth, LLC | History | Added to | 424 | 62 | 0.05% | 0.05% | 1942 | +7 | 1.68% | Q1 2026 | Apr 22, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 435 | 62 | 0.0% | 0.0% | 1941 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Graney & King, LLC | History | Added to | 418 | 61 | 0.03% | 0.03% | 1944 | +1 | 0.24% | Q1 2026 | May 18, 2026 |
| Winthrop Capital Management, LLC | History | No change | 409 | 61 | 0.02% | 0.01% | 1943 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 401 | 59 | 0.05% | 0.05% | 1945 | +3 | 0.75% | Q1 2026 | Apr 22, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 380 | 54 | 0.04% | 0.04% | 1946 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Align Financial, LLC | History | Reduced | 360 | 53 | 0.03% | 0.04% | 1948 | -64,080 | -99.44% | Q1 2026 | May 08, 2026 |
| Trask Adam Roland | History | New | 360 | 53 | 0.05% | — | 1949 | +360 | New | Q1 2026 | May 15, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 364 | 53 | 0.05% | 0.05% | 1947 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 346 | 51 | 0.05% | 0.07% | 1950 | +2 | 0.58% | Q1 2026 | May 11, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 340 | 50 | 0.01% | 0.01% | 1952 | +2 | 0.59% | Q1 2026 | Apr 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 340 | 50 | 0.0% | 0.0% | 1951 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 335 | 49 | 0.0% | 0.0% | 1954 | -173 | -34.06% | Q1 2026 | May 15, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 332 | 49 | 0.02% | 0.02% | 1955 | -100 | -23.15% | Q1 2026 | May 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 334 | 49 | 0.01% | 0.01% | 1953 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 329 | 48 | 0.01% | 0.01% | 1956 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Corsicana & Co. | History | No change | 375 | 48 | 0.03% | 0.03% | 1957 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 307 | 45 | 0.0% | 0.0% | 1958 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 303 | 44 | 0.01% | 0.02% | 1959 | -110 | -26.63% | Q1 2026 | Apr 21, 2026 |
| SJS Investment Consulting Inc. | History | No change | 294 | 43 | 0.01% | 0.01% | 1960 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Clayton Financial Group LLC | History | No change | 294 | 43 | 0.02% | 0.02% | 1961 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Main Street Group, LTD | History | New | 287 | 42 | 0.01% | — | 1964 | +287 | New | Q1 2026 | May 06, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 285 | 42 | 0.04% | 0.03% | 1962 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Nova Wealth Management, Inc. | History | No change | 289 | 42 | 0.03% | 0.03% | 1963 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 280 | 41 | 0.01% | 0.01% | 1966 | -70 | -20.0% | Q1 2026 | May 06, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 276 | 41 | 0.01% | 0.01% | 1965 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 275 | 40 | 0.01% | 0.01% | 1967 | -336 | -54.99% | Q1 2026 | Apr 17, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 245 | 36 | 0.01% | 0.01% | 1968 | -60 | -19.67% | Q1 2026 | May 06, 2026 |
| NFSG Corp | History | No change | 237 | 35 | 0.01% | 0.01% | 1969 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Nemes Rush Group LLC | History | Added to | 236 | 34 | 0.0% | 0.0% | 1971 | +32 | 15.69% | Q1 2026 | Apr 21, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 230 | 34 | 0.01% | 0.01% | 1970 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 223 | 33 | 0.0% | 0.0% | 1972 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Byrne Asset Management LLC | History | No change | 229 | 33 | 0.02% | 0.02% | 1973 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| American Capital Advisory, LLC | History | No change | 216 | 31 | 0.01% | 0.01% | 1974 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Dorato Capital Management | History | No change | 200 | 30 | 0.02% | 0.02% | 1975 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| West Financial Advisors, LLC | History | Reduced | 200 | 29 | 0.0% | 0.01% | 1977 | -227 | -53.16% | Q1 2026 | Apr 08, 2026 |
| BARCLAYS PLC | History | New | 200 | 29 | 0.0% | — | 1979 | +200 | New | Q1 2026 | May 14, 2026 |
| Burk Holdings LLC | History | New | 198 | 29 | 0.01% | — | 1980 | +198 | New | Q1 2026 | May 07, 2026 |
| Coston, McIsaac & Partners | History | Added to | 197 | 29 | 0.01% | 0.01% | 1978 | +1 | 0.51% | Q1 2026 | Apr 22, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 200 | 29 | 0.0% | 0.0% | 1976 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Horrell Capital Management, Inc. | History | No change | 185 | 27 | 0.01% | 0.01% | 1981 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PayPay Securities Corp | History | Added to | 174 | 26 | 0.9% | 0.41% | 1983 | +75 | 75.76% | Q1 2026 | Apr 23, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 177 | 26 | 0.0% | 0.0% | 1982 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PROTECTIVE LIFE CORP | History | New | 171 | 25 | 0.08% | — | 1985 | +171 | New | Q1 2026 | May 13, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 170 | 25 | 0.0% | 0.01% | 1984 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 166 | 24 | 0.02% | 0.04% | 1986 | -216 | -56.54% | Q1 2026 | Apr 29, 2026 |
| Clearstead Trust, LLC | History | No change | 157 | 23 | 0.0% | 0.0% | 1987 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| McIlrath & Eck, LLC | History | No change | 150 | 22 | 0.0% | 0.0% | 1988 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Centennial Bank/AR/ | History | No change | 153 | 22 | 0.01% | 0.01% | 1989 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 155 | 22 | 0.02% | 0.02% | 1990 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Kozak & Associates, Inc. | History | No change | 140 | 21 | 0.0% | 0.0% | 1991 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 150 | 21 | 0.01% | 0.01% | 1992 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 147 | 21 | 0.01% | 0.01% | 1993 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 256 | 20 | 0.02% | 0.57% | 1995 | -2,603 | -91.05% | Q1 2026 | Apr 29, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 140 | 20 | 0.02% | 0.02% | 1994 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 135 | 19 | 0.02% | — | 1997 | +135 | New | Q1 2026 | May 05, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 135 | 19 | 0.0% | 0.0% | 1996 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| 10Elms LLP | History | New | 126 | 18 | 0.01% | — | 1999 | +126 | New | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 125 | 18 | 0.0% | 0.0% | 1998 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 118 | 17 | 0.0% | — | 2000 | +118 | New | Q1 2026 | May 05, 2026 |