VANGUARD WHITEHALL FUNDS - VYMI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 6,436,027 | 606,531 | 0.04% | 0.03% | 1 | +819,306 | 14.59% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,173,258 | 581,767 | 0.04% | 0.04% | 2 | +596,348 | 10.69% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 3,447,269 | 324,870 | 0.05% | 0.02% | 3 | +2,077,926 | 151.75% | Q1 2026 | May 05, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 3,064,412 | 288,790 | 6.22% | 4.97% | 4 | +562,191 | 22.47% | Q1 2026 | Apr 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,656,027 | 250,273 | 0.44% | 0.44% | 5 | +92,394 | 3.6% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 2,506,373 | 236,200 | 0.06% | 0.05% | 6 | +278,712 | 12.51% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,368,695 | 223,225 | 0.04% | 0.04% | 7 | +176,646 | 8.06% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,327,248 | 219,451 | 0.05% | 0.04% | 8 | +547,268 | 30.75% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,295,218 | 216,301 | 0.06% | 0.05% | 9 | +303,610 | 15.24% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,193,118 | 200,590 | 0.1% | 0.1% | 10 | +459,587 | 26.51% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,863,608 | 175,626 | 0.02% | 0.01% | 11 | +763,608 | 69.42% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,839,912 | 173,393 | 0.03% | 0.02% | 12 | +293,768 | 19.0% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,493,437 | 140,741 | 0.04% | 0.04% | 13 | +117,195 | 8.52% | Q1 2026 | May 14, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,357,180 | 127,900 | 4.96% | 4.98% | 14 | +20,997 | 1.57% | Q1 2026 | May 07, 2026 |
| Hamilton Wealth, LLC | History | Added to | 966,063 | 91,041 | 6.46% | 5.48% | 15 | +646,107 | 201.94% | Q1 2026 | May 18, 2026 |
| Mariner, LLC | History | Added to | 959,383 | 90,374 | 0.11% | 0.1% | 16 | +70,430 | 7.92% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 804,663 | 75,831 | 0.08% | 0.08% | 17 | +20,342 | 2.59% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 704,278 | 66,371 | 0.05% | 0.04% | 18 | +20,752 | 3.04% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 673,221 | 63,444 | 0.17% | 0.15% | 19 | +54,040 | 8.73% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 637,186 | 60,048 | 0.06% | 0.06% | 20 | +41,252 | 6.92% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 596,921 | 56,253 | 0.03% | 0.03% | 21 | +61,865 | 11.56% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 600,454 | 54,042 | 0.35% | 0.31% | 22 | +93,845 | 18.52% | Q1 2026 | May 15, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 597,971 | 53,817 | 7.7% | 7.7% | 23 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 556,228 | 52,418 | 0.07% | 0.06% | 24 | +42,237 | 8.22% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 487,857 | 45,990 | 0.07% | 0.05% | 25 | +93,554 | 23.73% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 466,042 | 42,745 | 0.0% | 0.0% | 26 | +14,087 | 3.12% | Q1 2026 | May 13, 2026 |
| LS Investment Advisors, LLC | History | Added to | 421,380 | 39,710 | 5.94% | 5.0% | 27 | +24,770 | 6.25% | Q1 2026 | Apr 20, 2026 |
| Capital Advantage, Inc. | History | Added to | 414,165 | 39,030 | 5.1% | 4.98% | 28 | +4,162 | 1.02% | Q1 2026 | Apr 10, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 412,284 | 38,853 | 8.57% | 8.18% | 29 | +4,083 | 1.0% | Q1 2026 | Apr 23, 2026 |
| ASSETMARK, INC | History | Reduced | 397,650 | 37,474 | 0.08% | 0.07% | 30 | -7,628 | -1.88% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Reduced | 380,660 | 35,873 | 0.04% | 0.04% | 31 | -2,916 | -0.76% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 361,291 | 34,048 | 0.05% | 0.09% | 32 | -248,325 | -40.73% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 341,416 | 32,175 | 0.03% | 0.03% | 33 | -8,301 | -2.37% | Q1 2026 | May 13, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 333,846 | 31,461 | 3.6% | 3.05% | 34 | +27,629 | 9.02% | Q1 2026 | Apr 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 325,075 | 30,635 | 0.0% | 0.0% | 35 | +196,051 | 151.95% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Reduced | 323,544 | 30,490 | 0.49% | 0.51% | 36 | -12,149 | -3.62% | Q1 2026 | May 15, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 312,109 | 29,413 | 4.11% | 3.81% | 37 | -6,149 | -1.93% | Q1 2026 | Apr 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 299,291 | 28,205 | 0.07% | 0.05% | 38 | +66,431 | 28.53% | Q1 2026 | Apr 22, 2026 |
| Baird Financial Group, Inc. | History | Added to | 283,665 | 26,732 | 0.04% | 0.04% | 39 | +12,319 | 4.54% | Q1 2026 | May 14, 2026 |
| SWAN Capital LLC | History | Reduced | 282,677 | 26,639 | 9.79% | 10.06% | 40 | -4,862 | -1.69% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 282,089 | 26,584 | 0.07% | 0.07% | 41 | +5,657 | 2.05% | Q1 2026 | Apr 30, 2026 |
| BANK OF HAWAII | History | Reduced | 277,792 | 26,179 | 1.37% | 1.26% | 42 | -5,203 | -1.84% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 258,202 | 24,333 | 0.02% | 0.02% | 43 | +42,530 | 19.72% | Q1 2026 | May 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 257,891 | 24,303 | 0.03% | 0.03% | 44 | +6,908 | 2.75% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 255,579 | 24,085 | 0.03% | 0.03% | 45 | +20,056 | 8.52% | Q1 2026 | Apr 27, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 254,409 | 23,975 | 0.02% | 0.01% | 46 | +46,939 | 22.62% | Q1 2026 | May 13, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 251,586 | 23,709 | 11.84% | 11.21% | 47 | +5,541 | 2.25% | Q1 2026 | Apr 21, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 250,651 | 23,621 | 3.43% | 3.14% | 48 | -1,325 | -0.53% | Q1 2026 | Apr 23, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 248,782 | 23,445 | 4.8% | 4.72% | 49 | -12,291 | -4.71% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 246,296 | 23,210 | 0.12% | 0.04% | 50 | +188,181 | 323.81% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 244,253 | 23,018 | 0.47% | 0.45% | 51 | -5,995 | -2.4% | Q1 2026 | Apr 15, 2026 |
| AAF Wealth Management, LLC | History | Added to | 241,541 | 22,762 | 9.34% | 9.13% | 52 | +843 | 0.35% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 235,182 | 22,163 | 0.06% | 0.06% | 53 | -30,260 | -11.4% | Q1 2026 | May 04, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 218,352 | 20,577 | 2.38% | 2.14% | 54 | +27,171 | 14.21% | Q1 2026 | May 08, 2026 |
| American Investment Services, Inc. | History | Reduced | 217,344 | 20,482 | 4.57% | 4.69% | 55 | -7,311 | -3.25% | Q1 2026 | May 13, 2026 |
| KWMG, LLC | History | Added to | 214,672 | 20,230 | 1.69% | 1.64% | 56 | +3,331 | 1.58% | Q1 2026 | Apr 09, 2026 |
| Pathstone Holdings, LLC | History | Added to | 207,712 | 19,574 | 0.08% | 0.07% | 57 | +295 | 0.14% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 206,471 | 19,458 | 0.62% | — | 58 | +206,471 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 201,524 | 18,991 | 0.01% | 0.01% | 59 | +9,029 | 4.69% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 192,059 | 18,099 | 0.26% | 0.27% | 60 | -5,879 | -2.97% | Q1 2026 | Apr 17, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 189,170 | 17,827 | 0.59% | 0.39% | 61 | +56,883 | 43.0% | Q1 2026 | Apr 22, 2026 |
| Waverly Advisors, LLC | History | Added to | 183,568 | 17,299 | 0.13% | 0.1% | 62 | +42,252 | 29.9% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 183,330 | 17,277 | 0.03% | 0.03% | 63 | +20,250 | 12.42% | Q1 2026 | May 14, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 179,533 | 16,919 | 0.71% | 0.64% | 64 | +12,906 | 7.75% | Q1 2026 | May 07, 2026 |
| Tull Financial Group, Inc. | History | Added to | 179,016 | 16,870 | 7.53% | 6.72% | 65 | +4,775 | 2.74% | Q1 2026 | May 07, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 172,500 | 16,256 | 0.23% | 0.21% | 66 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Arkos Global Advisors | History | Added to | 172,053 | 16,214 | 2.03% | 1.91% | 67 | +5,569 | 3.35% | Q1 2026 | May 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 164,228 | 15,476 | 2.08% | 1.97% | 68 | +3,714 | 2.31% | Q1 2026 | Apr 08, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 162,067 | 15,273 | 3.14% | 2.63% | 69 | +18,647 | 13.0% | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 161,598 | 15,228 | 0.01% | 0.01% | 70 | +2,418 | 1.52% | Q1 2026 | May 07, 2026 |
| Gotham Asset Management, LLC | History | Added to | 161,496 | 15,219 | 0.05% | 0.02% | 71 | +94,603 | 141.42% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 159,569 | 15,037 | 4.12% | 4.04% | 72 | +4,921 | 3.18% | Q1 2026 | May 13, 2026 |
| Human Investing LLC | History | Reduced | 158,584 | 14,944 | 2.18% | 2.08% | 73 | -4,972 | -3.04% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Added to | 152,932 | 14,412 | 0.02% | 0.02% | 74 | +17,957 | 13.3% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 151,870 | 14,312 | 0.83% | 0.86% | 75 | -7,844 | -4.91% | Q1 2026 | May 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 150,754 | 14,207 | 0.21% | 0.2% | 76 | +1,368 | 0.92% | Q1 2026 | May 12, 2026 |
| Procyon Advisors, LLC | History | Reduced | 148,262 | 13,972 | 0.68% | 0.71% | 77 | -11,049 | -6.94% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 147,939 | 13,941 | 0.0% | 0.0% | 78 | +121,962 | 469.5% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | Reduced | 138,036 | 13,559 | 0.44% | 0.44% | 79 | -228 | -0.16% | Q1 2026 | Apr 09, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 136,491 | 13,500 | 2.88% | 2.7% | 80 | +5,281 | 4.02% | Q1 2026 | May 01, 2026 |
| Family Investment Center, Inc. | History | Added to | 141,738 | 13,357 | 2.57% | 2.57% | 81 | +385 | 0.27% | Q1 2026 | Apr 24, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 140,093 | 13,202 | 3.86% | 3.88% | 82 | -7,265 | -4.93% | Q1 2026 | May 07, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 139,512 | 13,147 | 2.97% | 3.48% | 83 | -29,600 | -17.5% | Q1 2026 | Apr 17, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 138,642 | 13,065 | 2.55% | 2.41% | 84 | -205 | -0.15% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 138,069 | 13,011 | 0.07% | 0.06% | 85 | +16,471 | 13.55% | Q1 2026 | May 05, 2026 |
| Financial Perspectives, Inc | History | Added to | 137,698 | 12,976 | 3.62% | 3.24% | 86 | +3,996 | 2.99% | Q1 2026 | May 11, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 136,583 | 12,871 | 1.58% | 1.59% | 87 | -7,752 | -5.37% | Q1 2026 | Apr 10, 2026 |
| Unison Advisors LLC | History | Reduced | 136,447 | 12,858 | 0.98% | 1.2% | 88 | -16,750 | -10.93% | Q1 2026 | Apr 28, 2026 |
| WEST BANCORPORATION INC | History | Added to | 133,241 | 12,556 | 6.26% | 5.02% | 89 | +26,692 | 25.05% | Q1 2026 | Apr 23, 2026 |
| Moran Wealth Management, LLC | History | Added to | 132,834 | 12,518 | 0.38% | 0.26% | 90 | +39,805 | 42.79% | Q1 2026 | Apr 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 132,740 | 12,509 | 0.07% | 0.04% | 91 | -2,496 | -1.85% | Q1 2026 | Apr 29, 2026 |
| EQUITABLE TRUST CO | History | Added to | 132,656 | 12,501 | 0.58% | 0.53% | 92 | +692 | 0.52% | Q1 2026 | Apr 30, 2026 |
| Vanguard National Trust Co | History | New | 132,590 | 12,495 | 0.79% | — | 93 | +132,590 | New | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 131,551 | 12,397 | 0.02% | 0.01% | 94 | +38,047 | 40.69% | Q1 2026 | May 13, 2026 |
| COURIER CAPITAL LLC | History | Added to | 131,345 | 12,377 | 0.69% | 0.62% | 95 | +9,394 | 7.7% | Q1 2026 | Apr 23, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 128,960 | 12,153 | 1.54% | 1.44% | 96 | -1,310 | -1.01% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 128,102 | 12,072 | 0.15% | 0.14% | 97 | +4,509 | 3.65% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 120,682 | 11,373 | 0.05% | 0.06% | 98 | -12,371 | -9.3% | Q1 2026 | Apr 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 120,420 | 11,348 | 0.17% | 0.16% | 99 | +8,428 | 7.53% | Q1 2026 | May 13, 2026 |
| CROBAN | History | Reduced | 119,150 | 11,228 | 5.28% | 5.17% | 100 | -59 | -0.05% | Q1 2026 | May 12, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 117,142 | 11,039 | 1.93% | 1.82% | 101 | +1,818 | 1.58% | Q1 2026 | Apr 23, 2026 |
| Atria Investments, Inc | History | Added to | 116,095 | 10,940 | 0.12% | 0.11% | 102 | +7,042 | 6.46% | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 114,757 | 10,814 | 0.22% | 0.21% | 103 | +1,909 | 1.69% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 114,197 | 10,761 | 0.02% | 0.02% | 104 | +9,845 | 9.43% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 113,941 | 10,737 | 0.24% | 0.22% | 105 | +4,459 | 4.07% | Q1 2026 | May 15, 2026 |
| Buska Wealth Management, LLC | History | Added to | 113,653 | 10,710 | 4.3% | 2.98% | 106 | +24,181 | 27.03% | Q1 2026 | Apr 13, 2026 |
| Eagle Strategies LLC | History | Added to | 112,772 | 10,627 | 1.27% | 1.29% | 107 | +431 | 0.38% | Q1 2026 | Apr 20, 2026 |
| Troutman Wealth Management, LLC | History | Reduced | 111,211 | 10,480 | 8.74% | 8.47% | 108 | -2,652 | -2.33% | Q1 2026 | May 08, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 106,857 | 10,426 | 1.55% | 0.6% | 109 | +67,431 | 171.03% | Q1 2026 | May 11, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 104,785 | 10,375 | 3.05% | 2.91% | 110 | +6,332 | 6.43% | Q1 2026 | Apr 16, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 109,105 | 10,282 | 0.12% | 0.11% | 111 | -1,019 | -0.93% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 107,812 | 10,160 | 0.04% | 0.03% | 112 | +21,019 | 24.22% | Q1 2026 | Apr 30, 2026 |
| REBALANCE, LLC | History | Added to | 104,967 | 9,892 | 0.57% | 0.5% | 113 | +9,017 | 9.4% | Q1 2026 | May 11, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | Added to | 104,295 | 9,828 | 2.21% | 2.01% | 114 | +268 | 0.26% | Q1 2026 | May 13, 2026 |
| CRA Financial Services, LLC | History | Added to | 104,075 | 9,808 | 1.27% | 0.93% | 115 | +25,271 | 32.07% | Q1 2026 | Apr 09, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 102,538 | 9,663 | 3.02% | 2.83% | 116 | +3,371 | 3.4% | Q1 2026 | Apr 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 100,137 | 9,436 | 0.12% | 0.11% | 117 | +4,026 | 4.19% | Q1 2026 | Apr 20, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 100,000 | 9,424 | 4.09% | 4.03% | 118 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 93,385 | 8,800 | 6.08% | 6.25% | 119 | +1,757 | 1.92% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Reduced | 93,294 | 8,791 | 0.07% | 0.07% | 120 | -3,314 | -3.43% | Q1 2026 | Apr 15, 2026 |
| BCS Wealth Management | History | Reduced | 90,796 | 8,556 | 1.75% | 1.47% | 121 | -70,504 | -43.71% | Q1 2026 | Apr 17, 2026 |
| Ariston Services Group | History | Closed out | 0 | 8,521 | 5.1% | 4.76% | 122 | -90,173 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 90,418 | 8,520 | 1.24% | 1.22% | 123 | +2,647 | 3.02% | Q1 2026 | May 14, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 89,581 | 8,442 | 1.69% | 1.41% | 124 | +14,817 | 19.82% | Q1 2026 | Apr 14, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 88,489 | 8,339 | 0.2% | 0.22% | 125 | -5,523 | -5.87% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 88,022 | 8,295 | 0.0% | 0.0% | 126 | +1,307 | 1.51% | Q1 2026 | May 13, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 88,019 | 8,294 | 6.41% | 2.01% | 127 | +58,293 | 196.1% | Q1 2026 | Apr 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 87,939 | 8,287 | 1.75% | 1.68% | 128 | -553 | -0.62% | Q1 2026 | May 05, 2026 |
| Legacy Advisors, LLC | History | Added to | 86,778 | 8,177 | 0.96% | 0.3% | 129 | +55,427 | 176.79% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 85,100 | 8,085 | 0.08% | 0.04% | 130 | +43,468 | 104.41% | Q1 2026 | Apr 07, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 85,394 | 8,047 | 3.4% | 3.81% | 131 | -14,884 | -14.84% | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | Added to | 84,336 | 7,947 | 0.04% | 0.03% | 132 | +18,249 | 27.61% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 82,827 | 7,805 | 0.01% | 0.01% | 133 | -18,653 | -18.38% | Q1 2026 | May 15, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | Added to | 81,692 | 7,698 | 8.26% | 0.25% | 134 | +79,102 | 3054.13% | Q1 2026 | Apr 20, 2026 |
| Lumbard & Kellner, LLC | History | Added to | 80,254 | 7,563 | 2.62% | 2.49% | 135 | +1,170 | 1.48% | Q1 2026 | May 15, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 79,832 | 7,523 | 3.11% | 2.93% | 136 | -1,115 | -1.38% | Q1 2026 | May 07, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 78,081 | 7,358 | 0.97% | 0.98% | 137 | +46 | 0.06% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Added to | 78,173 | 7,356 | 0.04% | 0.03% | 138 | +5,939 | 8.22% | Q1 2026 | May 15, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 77,652 | 7,317 | 1.52% | 1.38% | 139 | +3,413 | 4.6% | Q1 2026 | May 08, 2026 |
| First PREMIER Bank | History | Reduced | 76,877 | 7,245 | 1.67% | 1.64% | 140 | -2,629 | -3.31% | Q1 2026 | Apr 20, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 76,550 | 7,214 | 1.18% | 1.02% | 141 | +3,660 | 5.02% | Q1 2026 | Apr 24, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 76,113 | 7,172 | 0.1% | 0.09% | 142 | +10,102 | 15.3% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 75,732 | 7,137 | 0.06% | 0.02% | 143 | +41,413 | 120.67% | Q1 2026 | May 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 75,350 | 7,100 | 5.33% | 4.75% | 144 | +5,947 | 8.57% | Q1 2026 | Apr 16, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 75,149 | 7,082 | 0.41% | 0.39% | 145 | -1,507 | -1.97% | Q1 2026 | Apr 20, 2026 |
| Essex Financial Services, Inc. | History | Added to | 75,034 | 7,071 | 0.4% | 0.22% | 146 | +32,557 | 76.65% | Q1 2026 | Apr 24, 2026 |
| WNY Asset Management, LLC | History | New | 74,466 | 7,017 | 0.73% | — | 147 | +74,466 | New | Q1 2026 | May 22, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 74,138 | 6,986 | 1.57% | 0.6% | 148 | +45,647 | 160.22% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 73,823 | 6,957 | 0.08% | 0.02% | 149 | +57,432 | 350.39% | Q1 2026 | Apr 28, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 73,251 | 6,903 | 0.15% | 0.15% | 150 | -4,521 | -5.81% | Q1 2026 | May 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 71,747 | 6,840 | 0.74% | 0.17% | 151 | +59,061 | 465.56% | Q1 2026 | Apr 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 72,174 | 6,801 | 0.17% | 0.16% | 152 | -842 | -1.15% | Q1 2026 | Apr 29, 2026 |
| VANGUARD GROUP INC | History | No change | 75,556 | 6,800 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 71,405 | 6,729 | 0.13% | 0.13% | 154 | -111 | -0.16% | Q1 2026 | Apr 14, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 71,112 | 6,701 | 3.56% | 3.48% | 155 | +1,172 | 1.68% | Q1 2026 | Apr 24, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 70,945 | 6,685 | 2.33% | 2.37% | 156 | +3,677 | 5.47% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 70,222 | 6,617 | 0.08% | 0.08% | 157 | +4,741 | 7.24% | Q1 2026 | Apr 23, 2026 |
| Apeiron RIA LLC | History | Reduced | 69,912 | 6,588 | 1.53% | 1.47% | 158 | -5,868 | -7.74% | Q1 2026 | Apr 27, 2026 |
| Mechanics Bank Trust Department | History | Added to | 69,714 | 6,569 | 0.91% | 0.66% | 159 | +13,810 | 24.7% | Q1 2026 | Apr 09, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 68,297 | 6,436 | 0.56% | 0.53% | 160 | +4,662 | 7.33% | Q1 2026 | Apr 07, 2026 |
| Venture Visionary Partners LLC | History | Added to | 67,452 | 6,356 | 0.21% | 0.18% | 161 | +5,196 | 8.35% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 67,083 | 6,321 | 0.01% | 0.03% | 162 | -151,202 | -69.27% | Q1 2026 | May 15, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 66,613 | 6,277 | 1.4% | 0.54% | 163 | +39,347 | 144.31% | Q1 2026 | May 21, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 65,177 | 6,192 | 0.02% | 0.02% | 164 | +34,886 | 115.17% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 65,624 | 6,184 | 0.07% | 0.06% | 165 | +17,730 | 37.02% | Q1 2026 | May 15, 2026 |
| CSM Advisors, LLC | History | New | 64,020 | 6,033 | 0.15% | — | 166 | +64,020 | New | Q1 2026 | May 15, 2026 |
| Quantum Capital Management, LLC / NJ | History | New | 63,511 | 5,985 | 0.77% | — | 167 | +63,511 | New | Q1 2026 | May 13, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 62,744 | 5,912 | 0.26% | 0.29% | 168 | -14,685 | -18.97% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 62,369 | 5,877 | 0.02% | 0.01% | 169 | +39,175 | 168.9% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | Added to | 61,138 | 5,761 | 0.06% | 0.03% | 170 | +48,376 | 379.06% | Q1 2026 | May 12, 2026 |
| Fiduciary Group, LLC | History | Added to | 59,820 | 5,637 | 0.48% | 0.43% | 171 | +2,997 | 5.27% | Q1 2026 | May 11, 2026 |
| Investment Advisory Group, LLC | History | Added to | 59,324 | 5,590 | 1.42% | 1.3% | 172 | +3,001 | 5.33% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 57,899 | 5,456 | 0.52% | 0.32% | 173 | +20,235 | 53.73% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 57,898 | 5,310 | 0.19% | 0.18% | 174 | +5,923 | 11.4% | Q1 2026 | May 15, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 55,660 | 5,245 | 0.95% | 1.33% | 175 | +846 | 1.54% | Q1 2026 | May 01, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 55,187 | 5,200 | 1.21% | 1.13% | 176 | +939 | 1.73% | Q1 2026 | Apr 17, 2026 |
| John A. Wolfe & Associates, Inc. | History | Added to | 54,971 | 5,180 | 7.96% | 2.71% | 177 | +49,391 | 885.14% | Q1 2026 | May 04, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 54,912 | 5,174 | 0.07% | 0.07% | 178 | -3,250 | -5.59% | Q1 2026 | Apr 30, 2026 |
| Zhang Financial LLC | History | Added to | 54,420 | 5,128 | 0.18% | 0.17% | 179 | +4,313 | 8.61% | Q1 2026 | May 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 54,298 | 5,117 | 0.29% | 0.28% | 180 | -962 | -1.74% | Q1 2026 | Apr 20, 2026 |
| Gross & Hartman Investments LLC | History | Added to | 53,222 | 5,015 | 2.61% | 2.54% | 181 | +3,696 | 7.46% | Q1 2026 | May 15, 2026 |
| Note Advisors, LLC | History | Added to | 52,245 | 4,923 | 2.46% | 2.45% | 182 | +785 | 1.53% | Q1 2026 | May 15, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 52,125 | 4,912 | 2.51% | 2.44% | 183 | +798 | 1.55% | Q1 2026 | May 01, 2026 |
| TORONTO DOMINION BANK | History | No change | 51,877 | 4,896 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 5T Wealth, LLC | History | Reduced | 47,687 | 4,494 | 1.78% | 1.82% | 185 | -2,826 | -5.59% | Q1 2026 | Apr 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 46,782 | 4,408 | 0.26% | 0.24% | 186 | +634 | 1.37% | Q1 2026 | Apr 29, 2026 |
| Investors Research Corp | History | Added to | 46,333 | 4,366 | 0.83% | 0.69% | 187 | +4,292 | 10.21% | Q1 2026 | Apr 03, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 46,048 | 4,339 | 0.49% | 0.46% | 188 | +987 | 2.19% | Q1 2026 | May 01, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 47,059 | 4,316 | 0.13% | 0.13% | 189 | -661 | -1.39% | Q1 2026 | May 11, 2026 |
| COWA, LLC | History | Reduced | 45,300 | 4,269 | 1.15% | 1.27% | 190 | -1,252 | -2.69% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 45,174 | 4,257 | 0.05% | 0.05% | 191 | +4,019 | 9.77% | Q1 2026 | May 01, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 44,950 | 4,236 | 0.07% | 0.07% | 192 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 44,000 | 4,146 | 0.23% | 0.22% | 193 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Certified Advisory Corp | History | Added to | 43,480 | 4,097 | 0.37% | 0.35% | 194 | +647 | 1.51% | Q1 2026 | Apr 17, 2026 |
| Janney Capital Management LLC | History | No change | 45,272 | 4,074 | 0.26% | 0.26% | 195 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Safe Harbor Family Capital, LLC | History | Added to | 43,024 | 4,054 | 3.17% | 3.15% | 196 | +3,135 | 7.86% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 41,527 | 3,913 | 0.01% | 0.0% | 197 | +15,088 | 57.07% | Q1 2026 | May 15, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 41,272 | 3,889 | 1.08% | 0.96% | 198 | +1,681 | 4.25% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 42,815 | 3,853 | 0.07% | 0.07% | 199 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 40,792 | 3,844 | 0.02% | 0.02% | 200 | +2,112 | 5.46% | Q1 2026 | Apr 30, 2026 |
| HOWE & RUSLING INC | History | Added to | 40,703 | 3,835 | 0.25% | 0.21% | 201 | +4,643 | 12.88% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 39,879 | 3,758 | 0.06% | 0.07% | 202 | +1,385 | 3.6% | Q1 2026 | May 18, 2026 |
| Montecito Bank & Trust | History | Reduced | 39,156 | 3,690 | 0.61% | 0.59% | 203 | -2,245 | -5.42% | Q1 2026 | Apr 16, 2026 |
| Stokes Family Office, LLC | History | Added to | 38,317 | 3,610 | 0.37% | 0.29% | 204 | +2,790 | 7.85% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 38,194 | 3,599 | 0.0% | 0.0% | 205 | +3,484 | 10.04% | Q1 2026 | May 15, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 37,983 | 3,579 | 0.24% | 0.24% | 206 | -420 | -1.09% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 37,875 | 3,569 | 0.02% | 0.01% | 207 | +27,515 | 265.59% | Q1 2026 | May 05, 2026 |
| OMC Financial Services LTD | History | Added to | 37,821 | 3,564 | 1.38% | 0.77% | 208 | +14,781 | 64.15% | Q1 2026 | Apr 30, 2026 |
| Wise Wealth Partners | History | Added to | 37,396 | 3,524 | 4.77% | 4.25% | 209 | +4,501 | 13.68% | Q1 2026 | Apr 21, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 36,965 | 3,483 | 3.02% | 3.37% | 210 | -6,488 | -14.93% | Q1 2026 | May 07, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 36,790 | 3,467 | 1.17% | 1.13% | 211 | -883 | -2.34% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 36,649 | 3,453 | 0.42% | 0.36% | 212 | +5,000 | 15.8% | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | Added to | 36,634 | 3,452 | 0.05% | 0.05% | 213 | +605 | 1.68% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 36,468 | 3,436 | 0.03% | 0.02% | 215 | +19,036 | 109.2% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 36,211 | 3,436 | 0.01% | 0.0% | 214 | +10,392 | 40.25% | Q1 2026 | Apr 08, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 36,286 | 3,419 | 0.02% | 0.02% | 216 | -6,102 | -14.4% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 35,951 | 3,388 | 0.07% | 0.05% | 217 | +10,562 | 41.6% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 35,937 | 3,386 | 0.05% | 0.03% | 218 | +21,297 | 145.47% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 35,760 | 3,370 | 0.0% | — | 219 | +35,760 | New | Q1 2026 | May 15, 2026 |
| Breakwater Investment Management | History | Reduced | 35,491 | 3,344 | 1.24% | 1.16% | 220 | -22 | -0.06% | Q1 2026 | May 14, 2026 |
| Navis Wealth Advisors, LLC | History | Reduced | 35,442 | 3,340 | 1.7% | 1.5% | 221 | -4,032 | -10.21% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 34,214 | 3,224 | 0.0% | — | 222 | +34,214 | New | Q1 2026 | May 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 33,690 | 3,174 | 0.17% | 0.17% | 223 | +898 | 2.74% | Q1 2026 | Apr 16, 2026 |
| CoreFirst Bank & Trust | History | No change | 34,938 | 3,144 | 1.7% | 1.7% | 224 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Element Wealth, LLC | History | Reduced | 33,264 | 3,134 | 1.29% | 1.26% | 225 | -787 | -2.31% | Q1 2026 | May 04, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 32,629 | 3,110 | 1.98% | 2.67% | 226 | -24,210 | -42.59% | Q1 2026 | May 12, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 32,830 | 3,093 | 0.05% | 0.04% | 227 | +273 | 0.84% | Q1 2026 | Apr 08, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 32,768 | 3,088 | 1.4% | 1.4% | 228 | +1,398 | 4.46% | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 32,704 | 3,082 | 0.0% | 0.0% | 229 | +2,219 | 7.28% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 32,643 | 3,076 | 0.02% | 0.01% | 230 | +14,191 | 76.91% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 31,791 | 2,995 | 0.0% | 0.01% | 231 | -31,463 | -49.74% | Q1 2026 | May 15, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 31,733 | 2,991 | 0.38% | 0.43% | 232 | -4,879 | -13.33% | Q1 2026 | Apr 16, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 31,722 | 2,989 | 0.16% | 0.15% | 233 | -19 | -0.06% | Q1 2026 | Apr 08, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 31,694 | 2,986 | 0.54% | 0.77% | 234 | -15,657 | -33.07% | Q1 2026 | Apr 29, 2026 |
| Rothschild Wealth LLC | History | Added to | 30,918 | 2,913 | 0.26% | 0.27% | 235 | +29 | 0.09% | Q1 2026 | May 06, 2026 |
| MOTCO | History | Added to | 30,783 | 2,900 | 0.27% | 0.24% | 236 | +1,636 | 5.61% | Q1 2026 | Apr 22, 2026 |
| Crews Bank & Trust | History | Reduced | 30,459 | 2,870 | 0.42% | 0.4% | 237 | -577 | -1.86% | Q1 2026 | May 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 30,311 | 2,856 | 0.37% | 0.3% | 238 | +5,134 | 20.39% | Q1 2026 | Apr 20, 2026 |
| Asset One Wealth Management LLC | History | New | 29,021 | 2,844 | 0.31% | — | 239 | +29,021 | New | Q1 2026 | May 12, 2026 |
| Copia Wealth Management | History | Added to | 30,071 | 2,833 | 1.95% | 0.3% | 240 | +25,468 | 553.29% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 29,849 | 2,812 | 0.01% | 0.0% | 241 | +24,471 | 455.02% | Q1 2026 | May 01, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 29,667 | 2,795 | 0.95% | 1.48% | 242 | -23,389 | -44.08% | Q1 2026 | Apr 08, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 29,506 | 2,780 | 0.31% | 0.3% | 243 | -437 | -1.46% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Added to | 29,258 | 2,757 | 0.04% | 0.03% | 244 | +7,276 | 33.1% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Added to | 28,705 | 2,705 | 0.0% | 0.0% | 245 | +3,723 | 14.9% | Q1 2026 | May 11, 2026 |
| 10Elms LLP | History | Added to | 27,000 | 2,690 | 1.7% | 1.99% | 246 | +2,922 | 12.14% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | No change | 28,323 | 2,669 | 0.12% | 0.11% | 247 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pathway Financial Advisers, LLC | History | New | 28,270 | 2,664 | 0.75% | — | 248 | +28,270 | New | Q1 2026 | Apr 23, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 28,041 | 2,642 | 1.55% | — | 249 | +28,041 | New | Q1 2026 | May 13, 2026 |
| Proficio Capital Partners LLC | History | Added to | 27,205 | 2,563 | 0.14% | 0.08% | 250 | +14,845 | 120.11% | Q1 2026 | May 14, 2026 |
| AMG Asset Management Group, Inc. | History | New | 26,756 | 2,521 | 1.96% | — | 251 | +26,756 | New | Q1 2026 | Apr 27, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 26,499 | 2,497 | 0.09% | 0.07% | 252 | +4,815 | 22.21% | Q1 2026 | May 06, 2026 |
| Anchor Investment Management, LLC | History | Added to | 26,077 | 2,457 | 0.2% | 0.18% | 253 | +869 | 3.45% | Q1 2026 | May 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 26,048 | 2,454 | 0.01% | 0.01% | 254 | -15,627 | -37.5% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 25,960 | 2,446 | 0.02% | 0.0% | 255 | +23,369 | 901.93% | Q1 2026 | May 11, 2026 |
| TPG Advisors LLC | History | Added to | 25,754 | 2,427 | 1.51% | 1.33% | 256 | +2,032 | 8.57% | Q1 2026 | Apr 22, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 25,694 | 2,421 | 1.42% | 1.22% | 257 | +1,766 | 7.38% | Q1 2026 | May 14, 2026 |
| Dai-ichi Life Insurance Company, Ltd | History | Reduced | 25,560 | 2,408 | 0.07% | 0.07% | 258 | -4,895 | -16.07% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 25,508 | 2,404 | 0.02% | 0.02% | 259 | -4,815 | -15.88% | Q1 2026 | Apr 07, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 25,040 | 2,359 | 0.25% | 0.04% | 260 | +20,361 | 435.16% | Q1 2026 | May 07, 2026 |
| Saxony Capital Management, LLC | History | Added to | 24,577 | 2,316 | 1.34% | 1.14% | 261 | +3,836 | 18.49% | Q1 2026 | Apr 24, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 24,400 | 2,299 | 0.41% | 0.34% | 263 | +1,000 | 4.27% | Q1 2026 | Apr 29, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 31,240 | 2,299 | 0.73% | 0.51% | 262 | +494 | 1.61% | Q1 2026 | Apr 23, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 24,141 | 2,275 | 0.64% | 0.6% | 264 | -840 | -3.36% | Q1 2026 | May 11, 2026 |
| Sara-Bay Financial | History | Added to | 23,905 | 2,252 | 0.68% | 0.53% | 265 | +4,134 | 20.91% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | Added to | 23,877 | 2,250 | 0.05% | 0.04% | 266 | +4,764 | 24.93% | Q1 2026 | Apr 13, 2026 |
| BG Investment Services, LLC | History | Added to | 23,844 | 2,247 | 1.86% | 1.53% | 267 | +4,704 | 24.58% | Q1 2026 | May 08, 2026 |
| Plan Group Financial, LLC | History | Reduced | 23,815 | 2,244 | 0.53% | 0.63% | 268 | -3,218 | -11.9% | Q1 2026 | Apr 13, 2026 |
| BigSur Wealth Management LLC | History | Added to | 23,672 | 2,230 | 0.63% | 0.4% | 269 | +5,501 | 30.27% | Q1 2026 | Apr 22, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 23,616 | 2,225 | 0.01% | 0.01% | 270 | +369 | 1.59% | Q1 2026 | May 13, 2026 |
| Englebert Financial Advisers, LLC | History | Added to | 23,456 | 2,210 | 2.51% | 2.0% | 271 | +4,048 | 20.86% | Q1 2026 | Apr 22, 2026 |
| MASECO LLP | History | Reduced | 23,159 | 2,182 | 0.07% | 0.1% | 272 | -1,498 | -6.08% | Q1 2026 | Apr 21, 2026 |
| MBA Advisors LLC | History | Added to | 22,925 | 2,160 | 0.83% | 0.8% | 273 | +968 | 4.41% | Q1 2026 | Apr 20, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 22,821 | 2,150 | 0.53% | 0.51% | 274 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 22,763 | 2,145 | 0.0% | 0.0% | 275 | -3,297 | -12.65% | Q1 2026 | May 14, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 22,254 | 2,097 | 0.07% | 0.06% | 276 | +2,260 | 11.3% | Q1 2026 | Apr 30, 2026 |
| Caprock Group, LLC | History | Reduced | 22,205 | 2,092 | 0.05% | 0.05% | 277 | -1,968 | -8.14% | Q1 2026 | May 11, 2026 |
| one8zero8, LLC | History | Added to | 22,187 | 2,090 | 0.47% | 0.42% | 278 | +527 | 2.43% | Q1 2026 | May 07, 2026 |
| World Investment Advisors | History | Added to | 22,049 | 2,077 | 0.03% | 0.03% | 279 | +299 | 1.37% | Q1 2026 | Apr 27, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 22,037 | 2,076 | 0.43% | 0.42% | 280 | -349 | -1.56% | Q1 2026 | Apr 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 21,962 | 2,069 | 0.01% | 0.01% | 281 | +8,607 | 64.45% | Q1 2026 | Apr 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 21,845 | 2,051 | 0.01% | 0.01% | 282 | +4,921 | 29.08% | Q1 2026 | May 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 21,628 | 2,038 | 0.43% | 0.43% | 283 | +339 | 1.59% | Q1 2026 | Apr 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 21,540 | 2,029 | 0.21% | 0.19% | 284 | +2,324 | 12.09% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Added to | 21,424 | 2,019 | 0.01% | 0.01% | 286 | +2,640 | 14.05% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 22,436 | 2,019 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kuhn & Co Investment Counsel | History | Reduced | 21,294 | 2,006 | 1.29% | 1.28% | 287 | -116 | -0.54% | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 20,828 | 1,962 | 0.1% | 0.11% | 288 | -1,907 | -8.39% | Q1 2026 | Apr 17, 2026 |
| NWAM LLC | History | Added to | 20,824 | 1,962 | 0.11% | 0.1% | 289 | +600 | 2.97% | Q1 2026 | May 04, 2026 |
| Access Investment Management LLC | History | Added to | 20,800 | 1,960 | 0.52% | 0.47% | 290 | +255 | 1.24% | Q1 2026 | May 21, 2026 |
| CHOREO, LLC | History | Added to | 20,708 | 1,951 | 0.02% | 0.01% | 291 | +8,475 | 69.28% | Q1 2026 | May 12, 2026 |
| Selby Wealth Management, LLC | History | Added to | 20,647 | 1,945 | 0.77% | 0.22% | 292 | +14,602 | 241.56% | Q1 2026 | Apr 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 20,555 | 1,937 | 0.0% | 0.0% | 293 | +623 | 3.13% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 20,350 | 1,917 | 0.66% | 0.63% | 294 | +734 | 3.74% | Q1 2026 | Apr 23, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 20,238 | 1,907 | 0.8% | 0.94% | 295 | -4,153 | -17.03% | Q1 2026 | Apr 21, 2026 |
| Rockingstone Advisors LLC | History | Added to | 20,140 | 1,897 | 0.87% | 0.81% | 296 | +280 | 1.41% | Q1 2026 | Apr 09, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 20,029 | 1,888 | 1.34% | 1.23% | 297 | +99 | 0.5% | Q1 2026 | May 08, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 19,997 | 1,884 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 19,863 | 1,871 | 0.6% | 0.49% | 299 | +2,227 | 12.63% | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 19,508 | 1,838 | 0.08% | 0.07% | 300 | +2,396 | 14.0% | Q1 2026 | Apr 28, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 19,333 | 1,821 | 0.42% | 0.38% | 301 | +723 | 3.89% | Q1 2026 | Apr 28, 2026 |
| Forest Hill Capital, LLC | History | No change | 19,200 | 1,809 | 1.19% | 0.88% | 302 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 19,096 | 1,799 | 0.05% | 0.05% | 303 | -509 | -2.6% | Q1 2026 | May 04, 2026 |
| CGN Advisors LLC | History | Reduced | 19,056 | 1,795 | 0.14% | 0.14% | 304 | -608 | -3.09% | Q1 2026 | Apr 13, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 19,046 | 1,794 | 1.89% | 1.13% | 305 | +6,474 | 51.5% | Q1 2026 | May 13, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 18,968 | 1,787 | 1.44% | 1.63% | 306 | -4,238 | -18.26% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | No change | 18,860 | 1,777 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 18,832 | 1,774 | 0.05% | 0.04% | 308 | +6,657 | 54.68% | Q1 2026 | May 15, 2026 |
| Millstone Evans Group, LLC | History | Added to | 18,725 | 1,764 | 1.06% | 0.72% | 309 | +5,173 | 38.17% | Q1 2026 | Apr 30, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 18,661 | 1,758 | 0.35% | 1.99% | 310 | -71,197 | -79.23% | Q1 2026 | Apr 22, 2026 |
| Oxinas Partners, LLC | History | Reduced | 18,566 | 1,749 | 0.8% | 0.83% | 311 | -544 | -2.85% | Q1 2026 | Apr 10, 2026 |
| PKS Advisory Services, LLC | History | New | 18,504 | 1,743 | 0.41% | — | 312 | +18,504 | New | Q1 2026 | May 13, 2026 |
| FLC Capital Advisors | History | Added to | 18,460 | 1,739 | 0.31% | 0.21% | 313 | +5,740 | 45.13% | Q1 2026 | May 01, 2026 |
| Monetary Solutions, Ltd | History | Added to | 18,413 | 1,735 | 1.68% | 1.62% | 314 | +158 | 0.87% | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | Added to | 18,052 | 1,701 | 0.06% | 0.05% | 315 | +7,047 | 64.03% | Q1 2026 | May 19, 2026 |
| Tandem Investment Partners LLC | History | New | 17,919 | 1,688 | 1.43% | — | 316 | +17,919 | New | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 17,839 | 1,681 | 0.15% | 0.14% | 317 | -50 | -0.28% | Q1 2026 | Apr 30, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 17,706 | 1,668 | 0.04% | — | 318 | +17,706 | New | Q1 2026 | Apr 27, 2026 |
| Apella Capital, LLC | History | Added to | 16,429 | 1,643 | 0.02% | 0.03% | 319 | +109 | 0.67% | Q1 2026 | Apr 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 17,319 | 1,632 | 0.06% | 0.02% | 320 | +9,856 | 132.06% | Q1 2026 | May 11, 2026 |
| Nikulski Financial, Inc. | History | Added to | 17,067 | 1,608 | 0.4% | 0.14% | 321 | +10,354 | 154.24% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 17,058 | 1,607 | 0.02% | 0.02% | 322 | +167 | 0.99% | Q1 2026 | May 08, 2026 |
| Ascent Group, LLC | History | Added to | 16,944 | 1,596 | 0.06% | 0.05% | 323 | +110 | 0.65% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 16,826 | 1,585 | 0.05% | 0.04% | 324 | +2,428 | 16.86% | Q1 2026 | Apr 22, 2026 |
| Principle Wealth Partners LLC | History | No change | 16,645 | 1,568 | 0.09% | 0.08% | 325 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Garton & Associates Financial Advisors LLC | History | Added to | 16,470 | 1,552 | 1.27% | 0.82% | 326 | +235 | 1.45% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 16,399 | 1,545 | 0.03% | 0.03% | 327 | -161 | -0.97% | Q1 2026 | May 04, 2026 |
| Resolute Advisors LLC | History | Added to | 16,303 | 1,536 | 0.64% | 0.41% | 328 | +2,262 | 16.11% | Q1 2026 | May 07, 2026 |
| OneAscent Financial Services LLC | History | Added to | 15,735 | 1,482 | 0.08% | 0.09% | 329 | +5,438 | 52.81% | Q1 2026 | Apr 21, 2026 |
| Betterment LLC | History | Added to | 15,651 | 1,475 | 0.0% | 0.0% | 330 | +4,955 | 46.33% | Q1 2026 | May 14, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 15,599 | 1,470 | 0.96% | 0.86% | 331 | -169 | -1.07% | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | Added to | 15,500 | 1,460 | 0.11% | 0.02% | 332 | +12,127 | 359.53% | Q1 2026 | Apr 14, 2026 |
| VestGen Advisors, LLC | History | New | 14,619 | 1,453 | 0.04% | — | 333 | +14,619 | New | Q1 2026 | May 14, 2026 |
| BRIGHTON SECURITIES CORP. | History | Reduced | 15,351 | 1,446 | 0.7% | 0.77% | 334 | -2,026 | -11.66% | Q1 2026 | Apr 29, 2026 |
| PFG Advisors | History | Added to | 15,320 | 1,443 | 0.07% | 0.07% | 335 | +322 | 2.15% | Q1 2026 | May 05, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 15,319 | 1,443 | 0.51% | 0.48% | 336 | +126 | 0.83% | Q1 2026 | Apr 17, 2026 |
| NOVEM GROUP | History | Added to | 15,288 | 1,440 | 0.16% | 0.15% | 337 | +606 | 4.13% | Q1 2026 | Apr 10, 2026 |
| SCS Capital Management LLC | History | Reduced | 14,976 | 1,411 | 0.01% | 0.03% | 338 | -15,333 | -50.59% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 14,854 | 1,399 | 0.01% | 0.02% | 339 | -1,239 | -7.7% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 15,345 | 1,381 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 13,829 | 1,375 | 0.78% | 0.43% | 341 | +6,017 | 77.02% | Q1 2026 | Apr 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 14,532 | 1,369 | 0.35% | 0.33% | 342 | +840 | 6.13% | Q1 2026 | Apr 29, 2026 |
| CIBC Bancorp USA Inc. | History | New | 14,428 | 1,359 | 0.0% | — | 344 | +14,428 | New | Q1 2026 | May 12, 2026 |
| Cadence Bank | History | No change | 15,108 | 1,359 | 0.08% | 0.08% | 343 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GTS SECURITIES LLC | History | New | 14,414 | 1,358 | 0.05% | — | 346 | +14,414 | New | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 14,411 | 1,358 | 0.05% | 0.03% | 345 | +5,135 | 55.36% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 14,335 | 1,350 | 0.01% | 0.01% | 347 | +1,280 | 9.8% | Q1 2026 | May 08, 2026 |
| Prospera Financial Services Inc | History | Reduced | 14,301 | 1,348 | 0.02% | 0.06% | 348 | -25,287 | -63.88% | Q1 2026 | Apr 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,074 | 1,326 | 0.01% | 0.01% | 349 | +3,697 | 35.63% | Q1 2026 | Apr 20, 2026 |
| SpringVest Wealth Management LLC | History | New | 13,960 | 1,315 | 0.9% | — | 350 | +13,960 | New | Q1 2026 | Apr 21, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 14,608 | 1,314 | 0.44% | 0.44% | 351 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Root Financial Partners, LLC | History | Added to | 13,875 | 1,307 | 0.06% | 0.04% | 352 | +6,175 | 80.19% | Q1 2026 | Apr 24, 2026 |
| Creekside Partners | History | Added to | 13,811 | 1,301 | 0.54% | 0.51% | 353 | +325 | 2.41% | Q1 2026 | Apr 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 13,805 | 1,300 | 0.15% | 0.04% | 354 | +10,409 | 306.51% | Q1 2026 | May 15, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 13,755 | 1,296 | 0.49% | 0.49% | 355 | +94 | 0.69% | Q1 2026 | May 14, 2026 |
| Harvest Investment Services, LLC | History | No change | 13,597 | 1,281 | 0.23% | 0.23% | 356 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| New Republic Capital, LLC | History | Reduced | 13,316 | 1,254 | 0.42% | 0.33% | 357 | -246 | -1.81% | Q1 2026 | May 01, 2026 |
| Compound Planning, Inc. | History | Added to | 13,235 | 1,247 | 0.04% | 0.03% | 358 | +139 | 1.06% | Q1 2026 | May 14, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 13,221 | 1,245 | 0.24% | 0.23% | 359 | -245 | -1.82% | Q1 2026 | Apr 09, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 13,209 | 1,244 | 0.17% | 0.1% | 360 | +5,230 | 65.55% | Q1 2026 | May 15, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 13,204 | 1,244 | 1.05% | 0.99% | 361 | +309 | 2.4% | Q1 2026 | Apr 22, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 12,940 | 1,219 | 0.59% | 0.58% | 362 | +86 | 0.67% | Q1 2026 | Apr 22, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 12,876 | 1,213 | 0.09% | 0.08% | 363 | +1,690 | 15.11% | Q1 2026 | Apr 24, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 12,819 | 1,208 | 0.41% | 0.37% | 364 | +947 | 7.98% | Q1 2026 | Apr 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 12,748 | 1,201 | 0.04% | 0.02% | 365 | +6,391 | 100.53% | Q1 2026 | Apr 07, 2026 |
| GSG Advisors LLC | History | Added to | 12,680 | 1,194 | 0.31% | 0.29% | 366 | +34 | 0.27% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 12,629 | 1,190 | 0.05% | 0.05% | 367 | -625 | -4.72% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 12,533 | 1,181 | 0.03% | 0.04% | 368 | -6,350 | -33.63% | Q1 2026 | May 01, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 12,494 | 1,177 | 0.39% | 0.41% | 369 | +60 | 0.48% | Q1 2026 | May 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 13,052 | 1,174 | 0.09% | 0.09% | 370 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 12,386 | 1,167 | 0.01% | 0.01% | 371 | +4,588 | 58.84% | Q1 2026 | Apr 16, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 12,371 | 1,165 | 0.14% | 0.11% | 372 | +2,483 | 25.11% | Q1 2026 | May 05, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 12,310 | 1,160 | 0.05% | 0.05% | 373 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| American National Bank of Texas | History | Reduced | 12,301 | 1,159 | 1.1% | 1.08% | 375 | -215 | -1.72% | Q1 2026 | Apr 09, 2026 |
| M Holdings Securities, Inc. | History | No change | 12,296 | 1,159 | 0.08% | 0.08% | 374 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 11,914 | 1,122 | 0.01% | 0.01% | 376 | -434 | -3.51% | Q1 2026 | Apr 21, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 11,891 | 1,120 | 0.05% | 0.04% | 377 | +2,454 | 26.0% | Q1 2026 | Apr 28, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 11,887 | 1,120 | 0.07% | 0.06% | 378 | +123 | 1.05% | Q1 2026 | May 13, 2026 |
| Formidable Asset Management, LLC | History | Added to | 12,426 | 1,118 | 0.17% | 0.15% | 379 | +281 | 2.31% | Q1 2026 | Apr 22, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Added to | 11,861 | 1,117 | 2.51% | 1.13% | 381 | +5,985 | 101.86% | Q1 2026 | May 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 11,857 | 1,117 | 0.25% | 0.27% | 380 | -1,295 | -9.85% | Q1 2026 | Apr 02, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 11,608 | 1,093 | 0.15% | 0.14% | 382 | -76 | -0.65% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 11,563 | 1,090 | 0.0% | 0.0% | 383 | +3,860 | 50.11% | Q1 2026 | May 14, 2026 |
| CNB Bank | History | Added to | 11,551 | 1,088 | 0.46% | 0.08% | 384 | +9,381 | 432.3% | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | Added to | 11,537 | 1,087 | 0.0% | 0.0% | 386 | +10,315 | 844.11% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 11,536 | 1,087 | 0.01% | 0.01% | 385 | -8,518 | -42.48% | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 11,515 | 1,085 | 0.03% | 0.03% | 387 | +2 | 0.02% | Q1 2026 | Apr 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 11,496 | 1,083 | 0.03% | — | 388 | +11,496 | New | Q1 2026 | May 07, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 11,442 | 1,078 | 0.25% | 0.23% | 389 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 11,430 | 1,077 | 0.03% | 0.03% | 390 | +1,762 | 18.23% | Q1 2026 | Apr 14, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 11,397 | 1,074 | 0.54% | 0.56% | 391 | -320 | -2.73% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 11,385 | 1,072 | 0.0% | 0.0% | 392 | -151 | -1.31% | Q1 2026 | May 15, 2026 |
| Align Financial, LLC | History | Reduced | 11,326 | 1,067 | 0.61% | 0.6% | 393 | -1,017,870 | -98.9% | Q1 2026 | May 08, 2026 |
| Arlington Trust Co LLC | History | Reduced | 11,169 | 1,052 | 0.09% | 2.79% | 394 | -293,039 | -96.33% | Q1 2026 | Apr 08, 2026 |
| Composition Wealth, LLC | History | Added to | 11,129 | 1,048 | 0.01% | 0.01% | 395 | +582 | 5.52% | Q1 2026 | Apr 08, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 11,102 | 1,046 | 0.02% | 0.04% | 396 | -5,964 | -34.95% | Q1 2026 | May 15, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 11,101 | 1,046 | 0.47% | 0.42% | 397 | +927 | 9.11% | Q1 2026 | Apr 24, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 11,000 | 1,036 | 0.77% | 0.78% | 398 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Tudor Financial Inc. | History | Added to | 10,858 | 1,023 | 0.52% | 0.49% | 399 | +105 | 0.98% | Q1 2026 | May 15, 2026 |
| Cottage Street Advisors LLC | History | Added to | 10,717 | 1,010 | 0.44% | 0.3% | 401 | +2,926 | 37.56% | Q1 2026 | Apr 20, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 11,229 | 1,010 | 0.07% | 0.07% | 400 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CAMDEN NATIONAL BANK | History | Reduced | 10,621 | 1,000 | 0.14% | 0.13% | 402 | -195 | -1.8% | Q1 2026 | May 04, 2026 |
| StrongBox Wealth, LLC | History | Added to | 10,505 | 989 | 0.32% | 0.24% | 403 | +2,280 | 27.72% | Q1 2026 | May 08, 2026 |
| CVA Family Office, LLC | History | Reduced | 10,483 | 987 | 0.1% | 0.11% | 404 | -165 | -1.55% | Q1 2026 | Apr 29, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 10,370 | 977 | 0.26% | 0.25% | 405 | -269 | -2.53% | Q1 2026 | Apr 22, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 10,307 | 971 | 0.69% | 0.7% | 406 | -123 | -1.18% | Q1 2026 | May 19, 2026 |
| WEBSTER BANK, N. A. | History | No change | 10,244 | 965 | 0.09% | 0.09% | 407 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CEERA INVESTMENTS, LLC | History | New | 10,230 | 964 | 0.42% | — | 408 | +10,230 | New | Q1 2026 | May 06, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 10,176 | 958 | 0.2% | 0.14% | 409 | +2,316 | 29.47% | Q1 2026 | May 12, 2026 |
| My Personal CFO, LLC | History | New | 10,084 | 950 | 0.42% | — | 410 | +10,084 | New | Q1 2026 | Apr 21, 2026 |
| SouthState Bank Corp | History | New | 10,065 | 948 | 0.04% | — | 411 | +10,065 | New | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 10,045 | 946 | 0.02% | 0.01% | 412 | +6,838 | 213.22% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 10,028 | 945 | 0.01% | 0.0% | 413 | +419 | 4.36% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 9,977 | 940 | 0.02% | 0.02% | 414 | -19 | -0.19% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10,343 | 930 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sage Capital Advisors,llc | History | Added to | 9,683 | 912 | 0.21% | 0.18% | 416 | +1,035 | 11.97% | Q1 2026 | Apr 07, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 9,517 | 896 | 0.03% | 0.05% | 417 | +4,900 | 106.13% | Q1 2026 | May 15, 2026 |
| STAR Financial Bank | History | Reduced | 9,500 | 895 | 0.42% | 0.45% | 418 | -218 | -2.24% | Q1 2026 | May 08, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 9,396 | 885 | 0.57% | 0.52% | 419 | +787 | 9.14% | Q1 2026 | Apr 10, 2026 |
| Busey Bank | History | No change | 9,369 | 882 | 0.02% | 0.02% | 420 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 9,336 | 879 | 0.48% | 0.48% | 421 | -410 | -4.21% | Q1 2026 | Apr 21, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 9,229 | 869 | 0.19% | 0.21% | 422 | -1,095 | -10.61% | Q1 2026 | Apr 27, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 9,175 | 864 | 0.47% | 0.41% | 423 | +700 | 8.26% | Q1 2026 | May 12, 2026 |
| CAPE ANN SAVINGS BANK | History | New | 9,166 | 863 | 0.43% | — | 424 | +9,166 | New | Q1 2026 | Apr 27, 2026 |
| Infinity Wealth Counsel, LLC | History | No change | 9,104 | 857 | 0.79% | 0.75% | 425 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | New | 9,050 | 852 | 0.08% | — | 426 | +9,050 | New | Q1 2026 | Apr 22, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 9,029 | 850 | 0.11% | 0.05% | 427 | +5,215 | 136.73% | Q1 2026 | Apr 28, 2026 |
| Excelsior Advisor Network LLC | History | No change | 9,003 | 848 | 0.32% | 0.39% | 428 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 8,967 | 845 | 0.06% | 0.06% | 429 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 8,926 | 841 | 0.12% | 0.11% | 430 | +910 | 11.35% | Q1 2026 | Apr 24, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 8,893 | 838 | 0.01% | 0.01% | 431 | +195 | 2.24% | Q1 2026 | May 01, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 8,775 | 826 | 0.07% | 0.04% | 432 | +3,959 | 82.21% | Q1 2026 | Apr 16, 2026 |
| Cresset Asset Management, LLC | History | Added to | 8,732 | 822 | 0.0% | 0.0% | 433 | +2,012 | 29.94% | Q1 2026 | May 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 8,666 | 816 | 0.11% | 0.07% | 434 | +3,315 | 61.95% | Q1 2026 | Apr 13, 2026 |
| TMB Capital Partners, LLC | History | Added to | 8,640 | 814 | 0.27% | 0.25% | 436 | +354 | 4.27% | Q1 2026 | May 08, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 8,640 | 814 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARWA LLC | History | Reduced | 8,270 | 811 | 0.4% | 0.48% | 438 | -791 | -8.73% | Q1 2026 | Apr 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 8,612 | 811 | 0.03% | 0.03% | 437 | -411 | -4.56% | Q1 2026 | May 11, 2026 |
| XML Financial, LLC | History | Reduced | 8,600 | 810 | 0.07% | 0.06% | 439 | -34 | -0.39% | Q1 2026 | Apr 16, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Added to | 8,550 | 805 | 0.4% | 0.37% | 440 | +150 | 1.79% | Q1 2026 | May 15, 2026 |
| HF Advisory Group, LLC | History | Added to | 8,493 | 800 | 0.27% | 0.21% | 441 | +1,896 | 28.74% | Q1 2026 | Apr 21, 2026 |
| Apollon Financial, LLC | History | Added to | 8,488 | 799 | 0.11% | 0.09% | 442 | +1,600 | 23.23% | Q1 2026 | Apr 22, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 8,283 | 780 | 0.42% | 0.35% | 443 | +1,338 | 19.27% | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 8,280 | 780 | 0.04% | 0.05% | 444 | -222 | -2.61% | Q1 2026 | Apr 30, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 8,232 | 775 | 0.16% | 0.16% | 445 | +22 | 0.27% | Q1 2026 | Apr 20, 2026 |
| Summit Wealth Group, LLC | History | Added to | 8,203 | 773 | 0.18% | 0.17% | 446 | +4 | 0.05% | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,192 | 772 | 0.0% | 0.0% | 447 | +198 | 2.48% | Q1 2026 | May 13, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 8,147 | 767 | 0.13% | 0.05% | 448 | +5,048 | 162.89% | Q1 2026 | May 01, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 8,145 | 767 | 0.13% | 0.14% | 450 | -835 | -9.3% | Q1 2026 | Apr 21, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 8,148 | 767 | 0.05% | 0.06% | 449 | +26 | 0.32% | Q1 2026 | Apr 17, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 7,979 | 751 | 0.4% | 0.34% | 451 | +1,056 | 15.25% | Q1 2026 | May 08, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 7,929 | 747 | 0.12% | 0.12% | 452 | +822 | 11.57% | Q1 2026 | Apr 30, 2026 |
| HighPoint Advisor Group LLC | History | New | 7,856 | 740 | 0.03% | — | 453 | +7,856 | New | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 7,822 | 737 | 0.01% | 0.01% | 454 | +993 | 14.54% | Q1 2026 | Apr 22, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 7,751 | 736 | 0.01% | 0.01% | 455 | -408 | -5.0% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 7,791 | 734 | 0.02% | 0.02% | 456 | +1,612 | 26.09% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 7,788 | 733 | 0.01% | 0.0% | 457 | +4,733 | 154.93% | Q1 2026 | May 11, 2026 |
| Fonville Wealth Management LLC | History | Added to | 7,774 | 732 | 0.14% | 0.14% | 458 | +31 | 0.4% | Q1 2026 | Apr 20, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 7,689 | 724 | 0.44% | 0.38% | 459 | +609 | 8.6% | Q1 2026 | Apr 22, 2026 |
| Factor Wealth Management LTD | History | Reduced | 7,660 | 721 | 0.14% | 0.19% | 461 | -1,950 | -20.29% | Q1 2026 | Apr 20, 2026 |
| Sageworth Trust Co | History | No change | 7,657 | 721 | 0.03% | 0.03% | 460 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 7,581 | 714 | 0.03% | 0.02% | 462 | +1,759 | 30.21% | Q1 2026 | May 14, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 7,535 | 710 | 0.1% | 0.08% | 463 | +646 | 9.38% | Q1 2026 | Apr 22, 2026 |
| Cascades Capital Asset Management, LLC | History | New | 7,520 | 708 | 0.3% | — | 466 | +7,520 | New | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 7,513 | 708 | 0.02% | 0.01% | 465 | +4,678 | 165.01% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 7,516 | 708 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 7,757 | 698 | 0.03% | 0.03% | 467 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ancora Advisors LLC | History | Added to | 7,327 | 690 | 0.01% | 0.01% | 469 | +2 | 0.03% | Q1 2026 | May 15, 2026 |
| Legacy Private Trust Co. | History | No change | 7,330 | 690 | 0.04% | 0.04% | 468 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 7,289 | 686 | 0.05% | 0.05% | 470 | -534 | -6.83% | Q1 2026 | Apr 21, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | Added to | 7,279 | 685 | 0.17% | 0.11% | 471 | +2,235 | 44.31% | Q1 2026 | Apr 16, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 7,275 | 685 | 0.12% | 0.11% | 472 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Vise Technologies, Inc. | History | No change | 7,608 | 684 | 0.01% | 0.01% | 473 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| North Star Investment Management Corp. | History | Added to | 7,257 | 683 | 0.04% | 0.02% | 474 | +3,586 | 97.68% | Q1 2026 | Apr 23, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 7,228 | 681 | 0.05% | 0.02% | 475 | +3,825 | 112.4% | Q1 2026 | May 07, 2026 |
| Bath Savings Trust Co | History | New | 7,206 | 679 | 0.07% | — | 476 | +7,206 | New | Q1 2026 | Apr 07, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 7,164 | 675 | 0.16% | 0.15% | 477 | +285 | 4.14% | Q1 2026 | May 06, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 7,048 | 664 | 0.18% | 0.17% | 478 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 7,026 | 662 | 0.02% | — | 479 | +7,026 | New | Q1 2026 | Apr 29, 2026 |
| Financial Insights, Inc. | History | Added to | 7,008 | 660 | 0.21% | 0.21% | 480 | +100 | 1.45% | Q1 2026 | May 18, 2026 |
| Ascentis Independent Advisors | History | New | 6,912 | 651 | 0.05% | — | 481 | +6,912 | New | Q1 2026 | Apr 28, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 6,832 | 643 | 0.13% | 0.13% | 482 | -415 | -5.73% | Q1 2026 | May 11, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 6,773 | 638 | 0.38% | 0.43% | 484 | -475 | -6.55% | Q1 2026 | May 12, 2026 |
| EVOKE WEALTH, LLC | History | No change | 6,780 | 638 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 6,658 | 627 | 0.21% | 0.2% | 485 | -117 | -1.73% | Q1 2026 | Apr 22, 2026 |
| Cascade Financial Partners, LLC | History | No change | 6,628 | 624 | 0.06% | 0.06% | 486 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 6,590 | 621 | 0.04% | 0.04% | 487 | +45 | 0.69% | Q1 2026 | Apr 14, 2026 |
| Net Worth Advisory Group | History | Added to | 6,544 | 616 | 0.13% | 0.11% | 488 | +543 | 9.05% | Q1 2026 | May 05, 2026 |
| Stonebridge Financial Planning Group, LLC | History | New | 6,468 | 609 | 0.22% | — | 489 | +6,468 | New | Q1 2026 | May 08, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 6,450 | 607 | 0.27% | 0.12% | 490 | +2,925 | 82.98% | Q1 2026 | May 08, 2026 |
| DMKC Advisory Services, LLC | History | No change | 6,397 | 602 | 0.25% | 0.25% | 491 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | Added to | 6,351 | 598 | 0.01% | 0.01% | 492 | +760 | 13.59% | Q1 2026 | May 06, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 6,266 | 590 | 0.0% | 0.0% | 493 | +282 | 4.71% | Q1 2026 | May 14, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | New | 6,130 | 577 | 0.3% | — | 494 | +6,130 | New | Q1 2026 | May 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 6,108 | 575 | 0.14% | — | 495 | +6,108 | New | Q1 2026 | May 07, 2026 |
| Friday Financial | History | Added to | 6,098 | 574 | 0.2% | 0.19% | 496 | +34 | 0.56% | Q1 2026 | Apr 16, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 6,047 | 570 | 0.06% | — | 497 | +6,047 | New | Q1 2026 | Apr 16, 2026 |
| STUART INVESTMENT ADVISORS, INC. | History | New | 6,010 | 566 | 0.25% | — | 498 | +6,010 | New | Q1 2026 | Apr 21, 2026 |
| Red Tortoise LLC | History | Added to | 6,005 | 565 | 0.24% | 0.23% | 499 | +46 | 0.77% | Q1 2026 | Apr 21, 2026 |
| Patten Group, Inc. | History | Added to | 5,920 | 557 | 0.1% | 0.08% | 500 | +919 | 18.38% | Q1 2026 | Apr 24, 2026 |
| Essex Bank | History | Added to | 5,904 | 556 | 0.12% | 0.05% | 501 | +3,359 | 131.98% | Q1 2026 | Apr 17, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 5,898 | 555 | 0.13% | 0.12% | 502 | +73 | 1.25% | Q1 2026 | Apr 27, 2026 |
| Capital Analysts, LLC | History | Added to | 5,864 | 552 | 0.01% | 0.01% | 503 | +513 | 9.59% | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 5,832 | 549 | 0.02% | 0.02% | 504 | -325 | -5.28% | Q1 2026 | May 13, 2026 |
| Luminvest Wealth Management LLC | History | No change | 5,832 | 549 | 0.14% | 0.15% | 505 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MCF Advisors LLC | History | Reduced | 5,743 | 541 | 0.02% | 0.04% | 507 | -1,751 | -23.37% | Q1 2026 | May 11, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 5,745 | 541 | 0.26% | 0.23% | 506 | +135 | 2.41% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Added to | 5,683 | 535 | 0.01% | 0.01% | 508 | +1,023 | 21.95% | Q1 2026 | May 15, 2026 |
| Bell Bank | History | Added to | 5,672 | 534 | 0.02% | 0.02% | 509 | +327 | 6.12% | Q1 2026 | Apr 23, 2026 |
| Sowell Financial Services LLC | History | New | 5,633 | 530 | 0.02% | — | 510 | +5,633 | New | Q1 2026 | Apr 20, 2026 |
| Pegasus Asset Management, Inc. | History | Added to | 5,612 | 528 | 0.17% | 0.15% | 511 | +23 | 0.41% | Q1 2026 | Apr 20, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Reduced | 5,570 | 524 | 0.14% | 0.15% | 512 | -447 | -7.43% | Q1 2026 | May 01, 2026 |
| Financially in Tune, LLC | History | Reduced | 5,535 | 521 | 0.45% | 0.48% | 513 | -200 | -3.49% | Q1 2026 | Apr 22, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 5,497 | 518 | 0.02% | 0.01% | 514 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 5,395 | 508 | 0.05% | 0.04% | 515 | -51 | -0.94% | Q1 2026 | May 01, 2026 |
| Integris Wealth Management, LLC | History | Added to | 5,398 | 508 | 0.12% | 0.11% | 516 | +5 | 0.09% | Q1 2026 | Apr 10, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 5,311 | 500 | 0.05% | 0.05% | 517 | -1 | -0.02% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 5,300 | 499 | 0.01% | 0.03% | 518 | -9,376 | -63.89% | Q1 2026 | May 14, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 5,287 | 498 | 0.21% | 0.19% | 519 | -255 | -4.6% | Q1 2026 | Apr 08, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 5,278 | 497 | 0.22% | 0.21% | 520 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 5,217 | 491 | 0.02% | 0.03% | 521 | +80 | 1.56% | Q1 2026 | Apr 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 5,196 | 489 | 0.04% | 0.03% | 522 | +268 | 5.44% | Q1 2026 | May 13, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 5,158 | 486 | 0.25% | 0.23% | 523 | +402 | 8.45% | Q1 2026 | May 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,380 | 484 | 0.04% | 0.04% | 524 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, LLC | History | New | 5,123 | 482 | 0.04% | — | 525 | +5,123 | New | Q1 2026 | May 12, 2026 |
| ORG Partners LLC | History | No change | 5,353 | 481 | 0.08% | 0.08% | 526 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 5,097 | 480 | 0.05% | 0.04% | 527 | +1,125 | 28.32% | Q1 2026 | Apr 15, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 5,100 | 480 | 0.14% | 0.13% | 528 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RDA Financial Network | History | Added to | 5,091 | 479 | 0.12% | 0.1% | 529 | +288 | 6.0% | Q1 2026 | Apr 08, 2026 |
| Balboa Wealth Partners | History | Reduced | 5,079 | 478 | 0.08% | 0.08% | 530 | -10 | -0.2% | Q1 2026 | Apr 16, 2026 |
| FIRST HORIZON CORP | History | Added to | 5,018 | 472 | 0.02% | 0.02% | 531 | +1,048 | 26.4% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,970 | 472 | 0.03% | 0.03% | 532 | -188 | -3.64% | Q1 2026 | May 01, 2026 |
| Mattern Wealth Management LLC | History | No change | 5,000 | 471 | 0.09% | 0.09% | 533 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ipsen Advisor Group LLC | History | No change | 5,233 | 470 | 0.33% | 0.33% | 534 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Level Wealth Management LLC | History | Added to | 4,945 | 465 | 0.22% | 0.23% | 535 | +33 | 0.67% | Q1 2026 | Apr 27, 2026 |
| Independence Asset Advisors, LLC | History | Added to | 4,918 | 463 | 0.17% | 0.16% | 536 | +1,667 | 51.28% | Q1 2026 | Apr 22, 2026 |
| StoneX Group Inc. | History | Reduced | 4,912 | 462 | 0.02% | 0.02% | 537 | -988 | -16.75% | Q1 2026 | May 14, 2026 |
| Newport Capital Group, LLC | History | No change | 4,807 | 453 | 0.28% | 0.26% | 538 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 4,802 | 452 | 0.21% | 0.18% | 539 | -990 | -17.09% | Q1 2026 | May 05, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 4,784 | 450 | 0.12% | 0.1% | 540 | +451 | 10.41% | Q1 2026 | Apr 28, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,765 | 449 | 0.0% | — | 541 | +4,765 | New | Q1 2026 | May 12, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 4,733 | 446 | 0.1% | 0.11% | 542 | +191 | 4.21% | Q1 2026 | Apr 14, 2026 |
| Schiavi & Co LLC | History | Added to | 4,704 | 443 | 0.13% | 0.13% | 543 | +36 | 0.77% | Q1 2026 | May 11, 2026 |
| Aldebaran Financial Inc. | History | No change | 4,600 | 433 | 0.41% | 0.38% | 544 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 4,563 | 429 | 0.05% | 0.04% | 545 | +12 | 0.26% | Q1 2026 | May 12, 2026 |
| Westshore Wealth, LLC | History | No change | 4,756 | 428 | 0.14% | 0.14% | 546 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | New | 4,287 | 421 | 0.13% | — | 547 | +4,287 | New | Q1 2026 | May 12, 2026 |
| Prosperitas Financial LLC | History | Added to | 4,430 | 417 | 0.16% | 0.14% | 549 | +483 | 12.24% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 4,430 | 417 | 0.0% | 0.0% | 548 | -286 | -6.06% | Q1 2026 | Apr 27, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 4,401 | 414 | 0.01% | 0.01% | 550 | +1,316 | 42.66% | Q1 2026 | May 14, 2026 |
| Wealth Advisors of Iowa, LLC | History | New | 4,373 | 412 | 0.13% | — | 553 | +4,373 | New | Q1 2026 | May 13, 2026 |
| COFG Advisors, LLC | History | Reduced | 4,373 | 412 | 0.1% | 0.1% | 552 | -110 | -2.45% | Q1 2026 | May 11, 2026 |
| INVESTED ADVISORS | History | Reduced | 4,377 | 412 | 0.42% | 0.41% | 551 | -39 | -0.88% | Q1 2026 | Apr 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 4,339 | 408 | 0.0% | 0.0% | 554 | +130 | 3.09% | Q1 2026 | May 05, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | New | 4,300 | 405 | 0.1% | — | 555 | +4,300 | New | Q1 2026 | Apr 16, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 4,258 | 401 | 0.03% | 0.08% | 556 | -5,928 | -58.2% | Q1 2026 | May 15, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 4,237 | 399 | 0.15% | — | 557 | +4,237 | New | Q1 2026 | May 18, 2026 |
| City State Bank | History | Added to | 4,210 | 396 | 0.1% | 0.08% | 560 | +850 | 25.3% | Q1 2026 | Apr 20, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 4,210 | 396 | 0.06% | 0.06% | 559 | +38 | 0.91% | Q1 2026 | Apr 17, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 4,204 | 396 | 0.18% | 0.18% | 558 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 4,201 | 395 | 0.0% | 0.0% | 561 | -2,617 | -38.38% | Q1 2026 | May 14, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 4,161 | 392 | 0.13% | 0.12% | 562 | +240 | 6.12% | Q1 2026 | May 01, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 4,153 | 391 | 0.01% | 0.01% | 563 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 4,144 | 390 | 0.09% | 0.08% | 564 | +30 | 0.73% | Q1 2026 | Apr 23, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 4,113 | 387 | 0.02% | 0.01% | 565 | +1,032 | 33.5% | Q1 2026 | May 14, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 4,080 | 384 | 0.04% | 0.03% | 566 | +1,050 | 34.65% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,040 | 380 | 0.03% | 0.02% | 567 | +617 | 18.03% | Q1 2026 | May 05, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 4,031 | 379 | 0.01% | 0.01% | 568 | -900 | -18.25% | Q1 2026 | Apr 15, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 4,009 | 377 | 0.18% | 0.17% | 569 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 4,000 | 376 | 0.0% | — | 571 | +4,000 | New | Q1 2026 | May 14, 2026 |
| Vontobel Holding Ltd. | History | New | 4,000 | 376 | 0.0% | — | 572 | +4,000 | New | Q1 2026 | May 08, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 3,995 | 376 | 0.34% | 0.36% | 570 | -325 | -7.52% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Added to | 3,976 | 374 | 0.0% | 0.0% | 573 | +1,217 | 44.11% | Q1 2026 | May 04, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 3,960 | 373 | 0.09% | 0.08% | 574 | -114 | -2.8% | Q1 2026 | May 15, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 3,757 | 373 | 0.02% | 0.02% | 575 | -71 | -1.85% | Q1 2026 | Apr 20, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 4,065 | 372 | 0.42% | 0.55% | 577 | -2,234 | -35.47% | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 3,949 | 372 | 0.01% | 0.0% | 576 | +1,779 | 81.98% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,911 | 368 | 0.01% | 0.01% | 578 | +420 | 12.03% | Q1 2026 | May 07, 2026 |
| Waterway Wealth Management, LLC | History | New | 3,850 | 362 | 0.08% | — | 580 | +3,850 | New | Q1 2026 | Apr 21, 2026 |
| Quartz Partners, LLC | History | Added to | 3,844 | 362 | 0.14% | 0.12% | 579 | +142 | 3.84% | Q1 2026 | May 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 3,839 | 361 | 0.01% | 0.01% | 581 | +735 | 23.68% | Q1 2026 | May 12, 2026 |
| HOLDERNESS INVESTMENTS CO | History | New | 3,801 | 358 | 0.07% | — | 583 | +3,801 | New | Q1 2026 | May 12, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 3,805 | 358 | 0.01% | 0.01% | 582 | -54 | -1.4% | Q1 2026 | May 15, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 3,750 | 353 | 0.24% | 0.14% | 584 | +1,100 | 41.51% | Q1 2026 | Apr 16, 2026 |
| VANGUARD ADVISERS INC | History | New | 3,728 | 351 | 0.0% | — | 585 | +3,728 | New | Q1 2026 | May 08, 2026 |
| NewEdge Wealth, LLC | History | Added to | 3,707 | 349 | 0.0% | 0.0% | 586 | +156 | 4.39% | Q1 2026 | May 13, 2026 |
| Baron Wealth Management LLC | History | Added to | 3,687 | 347 | 0.1% | 0.1% | 587 | +28 | 0.77% | Q1 2026 | Apr 16, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 3,655 | 344 | 0.12% | 0.11% | 588 | +100 | 2.81% | Q1 2026 | May 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 3,649 | 343 | 0.11% | 0.09% | 589 | +478 | 15.07% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 3,620 | 341 | 0.01% | 0.01% | 590 | -38 | -1.04% | Q1 2026 | Apr 09, 2026 |
| Causey Wealth LLC | History | Added to | 3,618 | 340 | 0.14% | 0.13% | 591 | +708 | 24.33% | Q1 2026 | May 12, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | No change | 3,600 | 339 | 0.14% | 0.13% | 592 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 3,516 | 331 | 0.01% | 0.01% | 593 | +1,025 | 41.15% | Q1 2026 | May 13, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 3,514 | 331 | 0.02% | 0.01% | 594 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 3,505 | 330 | 0.01% | 0.02% | 596 | -1,553 | -30.7% | Q1 2026 | May 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 3,500 | 330 | 0.0% | 0.0% | 595 | +1,000 | 40.0% | Q1 2026 | May 15, 2026 |
| Legacy Trust | History | No change | 3,500 | 329 | 0.06% | 0.06% | 597 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| IRON Financial LLC | History | Added to | 3,484 | 328 | 0.14% | 0.14% | 598 | +16 | 0.46% | Q1 2026 | Apr 27, 2026 |
| Platform Technology Partners | History | New | 3,467 | 326 | 0.06% | — | 599 | +3,467 | New | Q1 2026 | Apr 27, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 3,455 | 325 | 0.15% | 0.13% | 600 | +22 | 0.64% | Q1 2026 | May 13, 2026 |
| SWS Partners | History | Added to | 3,429 | 323 | 0.08% | 0.07% | 601 | +3 | 0.09% | Q1 2026 | Apr 21, 2026 |
| RAINIER FAMILY WEALTH INC | History | No change | 3,400 | 320 | 0.21% | 0.23% | 602 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 3,395 | 319 | 0.02% | 0.02% | 605 | +312 | 10.12% | Q1 2026 | Apr 27, 2026 |
| Curi Capital, LLC | History | Added to | 3,394 | 319 | 0.01% | 0.0% | 603 | +309 | 10.02% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 3,387 | 319 | 0.01% | 0.01% | 604 | +192 | 6.01% | Q1 2026 | Apr 10, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 3,371 | 317 | 0.29% | 0.28% | 606 | +25 | 0.75% | Q1 2026 | Apr 23, 2026 |
| Avestar Capital, LLC | History | Added to | 3,349 | 315 | 0.02% | 0.02% | 607 | +271 | 8.8% | Q1 2026 | May 13, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 3,333 | 314 | 0.29% | — | 608 | +3,333 | New | Q1 2026 | May 05, 2026 |
| Accredited Investors Inc. | History | Added to | 3,324 | 313 | 0.02% | 0.01% | 609 | +1,014 | 43.9% | Q1 2026 | Apr 30, 2026 |
| Lewis Asset Management, LLC | History | No change | 3,325 | 313 | 0.13% | 0.12% | 610 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 3,290 | 310 | 0.05% | 0.05% | 611 | -660 | -16.71% | Q1 2026 | May 05, 2026 |
| M Wealth Management, LLC | History | No change | 3,290 | 310 | 0.26% | 0.26% | 612 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Indivisible Partners | History | New | 3,280 | 309 | 0.03% | — | 613 | +3,280 | New | Q1 2026 | Apr 30, 2026 |
| SMART Wealth LLC | History | New | 3,240 | 305 | 0.09% | — | 614 | +3,240 | New | Q1 2026 | Apr 23, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 3,200 | 301 | 0.01% | 0.01% | 615 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Empower Advisory Group, LLC | History | Added to | 3,161 | 297 | 0.0% | 0.0% | 616 | +66 | 2.13% | Q1 2026 | May 14, 2026 |
| Porter White Investment Advisors, Inc. | History | New | 3,098 | 292 | 0.12% | — | 618 | +3,098 | New | Q1 2026 | May 12, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 3,104 | 292 | 0.26% | 0.24% | 617 | +24 | 0.78% | Q1 2026 | Apr 08, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 3,079 | 290 | 0.02% | 0.02% | 619 | +100 | 3.36% | Q1 2026 | Apr 13, 2026 |
| Allegheny Financial Group | History | Added to | 3,080 | 290 | 0.04% | 0.04% | 620 | +24 | 0.79% | Q1 2026 | Apr 16, 2026 |
| Destination Wealth Management | History | New | 3,068 | 289 | 0.01% | — | 622 | +3,068 | New | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 3,070 | 289 | 0.02% | 0.02% | 621 | +117 | 3.96% | Q1 2026 | May 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 3,033 | 285 | 0.02% | 0.01% | 623 | +150 | 5.2% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 3,006 | 283 | 0.02% | — | 624 | +3,006 | New | Q1 2026 | Apr 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 3,001 | 282 | 0.02% | — | 626 | +3,001 | New | Q1 2026 | Apr 30, 2026 |
| Florida Trust Wealth Management Co | History | No change | 3,000 | 282 | 0.01% | 0.01% | 625 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 2,988 | 281 | 0.02% | 0.02% | 627 | -334 | -10.05% | Q1 2026 | Apr 09, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 2,953 | 278 | 0.02% | — | 628 | +2,953 | New | Q1 2026 | Apr 09, 2026 |
| Gutierrez Wealth Advisory, LLC | History | New | 2,947 | 277 | 0.17% | — | 629 | +2,947 | New | Q1 2026 | Apr 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 2,922 | 275 | 0.0% | — | 630 | +2,922 | New | Q1 2026 | May 11, 2026 |
| Alchemi Wealth, LLC | History | Added to | 2,915 | 274 | 0.15% | 0.13% | 632 | +275 | 10.42% | Q1 2026 | May 07, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 2,914 | 274 | 0.05% | 0.05% | 631 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Oakmont Advisory Group, LLC | History | Reduced | 2,907 | 273 | 0.28% | 0.29% | 633 | -149 | -4.88% | Q1 2026 | May 12, 2026 |
| Abacus Planning Group, Inc. | History | No change | 2,882 | 271 | 0.04% | 0.03% | 634 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 2,886 | 271 | 0.16% | 0.16% | 635 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 2,856 | 269 | 0.04% | 0.04% | 637 | +41 | 1.46% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 2,750 | 269 | 0.02% | 0.02% | 636 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 2,951 | 265 | 0.05% | 0.05% | 638 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Breakwater Capital Group | History | Added to | 2,744 | 258 | 0.03% | 0.03% | 639 | +25 | 0.92% | Q1 2026 | Apr 20, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 2,729 | 257 | 0.21% | — | 640 | +2,729 | New | Q1 2026 | Apr 29, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 2,693 | 254 | 0.03% | 0.03% | 641 | -78 | -2.81% | Q1 2026 | May 14, 2026 |
| apricus wealth, LLC | History | No change | 2,700 | 254 | 0.12% | 0.12% | 642 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Kovack Advisors, Inc. | History | Added to | 2,671 | 253 | 0.01% | 0.01% | 643 | +5 | 0.19% | Q1 2026 | May 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | New | 2,675 | 252 | 0.02% | — | 644 | +2,675 | New | Q1 2026 | Apr 27, 2026 |
| Shepherd Street Advisors LLC | History | Added to | 2,639 | 248 | 0.24% | 0.22% | 646 | +102 | 4.02% | Q1 2026 | Apr 21, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 2,632 | 248 | 0.16% | 0.15% | 645 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 2,500 | 247 | 0.07% | 0.07% | 647 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Investment Management Trust, LLC | History | New | 2,611 | 246 | 0.24% | — | 649 | +2,611 | New | Q1 2026 | Apr 24, 2026 |
| JT Stratford LLC | History | Added to | 2,612 | 246 | 0.03% | 0.03% | 648 | +101 | 4.02% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | New | 2,570 | 242 | 0.01% | — | 652 | +2,570 | New | Q1 2026 | Apr 21, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 2,572 | 242 | 0.02% | 0.02% | 650 | +285 | 12.46% | Q1 2026 | May 14, 2026 |
| Brown Miller Wealth Management, LLC | History | Reduced | 2,574 | 242 | 0.07% | 0.07% | 651 | -207 | -7.44% | Q1 2026 | Apr 23, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 2,558 | 241 | 0.06% | 0.07% | 653 | -336 | -11.61% | Q1 2026 | Apr 15, 2026 |
| DiPaolo Financial Group, Inc. | History | Added to | 2,557 | 240 | 0.17% | 0.22% | 654 | +228 | 9.79% | Q1 2026 | Apr 23, 2026 |
| UPTICK PARTNERS, LLC | History | New | 2,533 | 238 | 0.05% | — | 655 | +2,533 | New | Q1 2026 | May 01, 2026 |
| Coordinated Financial Services, Inc. | History | New | 2,521 | 237 | 0.14% | — | 657 | +2,521 | New | Q1 2026 | May 01, 2026 |
| LIBRA WEALTH LLC | History | No change | 2,525 | 237 | 0.07% | 0.06% | 656 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Hexagon Capital Partners LLC | History | New | 2,496 | 235 | 0.03% | — | 660 | +2,496 | New | Q1 2026 | May 04, 2026 |
| Breachway Investments LLC | History | Added to | 2,476 | 235 | 0.23% | 0.23% | 659 | +18 | 0.73% | Q1 2026 | Apr 13, 2026 |
| Concord Wealth Partners | History | No change | 2,500 | 235 | 0.03% | 0.03% | 658 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Commonwealth Retirement Investments LLC | History | Reduced | 2,486 | 234 | 0.07% | 0.07% | 662 | -89 | -3.46% | Q1 2026 | May 11, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 2,493 | 234 | 0.03% | 0.03% | 661 | +51 | 2.09% | Q1 2026 | May 14, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 2,361 | 233 | 0.04% | 0.31% | 664 | -17,053 | -87.84% | Q1 2026 | May 08, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 2,480 | 233 | 0.05% | 0.05% | 663 | +66 | 2.73% | Q1 2026 | Apr 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 2,429 | 228 | 0.0% | 0.0% | 665 | -1,547 | -38.91% | Q1 2026 | May 01, 2026 |
| Clark Asset Management, LLC | History | Added to | 2,400 | 226 | 0.02% | 0.02% | 666 | +124 | 5.45% | Q1 2026 | Apr 16, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 2,377 | 224 | 0.02% | 0.07% | 667 | -1,538 | -39.28% | Q1 2026 | Apr 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 2,357 | 222 | 0.01% | 0.01% | 668 | +62 | 2.7% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,352 | 221 | 0.01% | 0.01% | 669 | -41 | -1.71% | Q1 2026 | Apr 13, 2026 |
| J. Safra Sarasin Holding AG | History | New | 2,396 | 219 | 0.0% | — | 670 | +2,396 | New | Q1 2026 | May 04, 2026 |
| Fisher Asset Management, LLC | History | New | 2,315 | 218 | 0.0% | — | 671 | +2,315 | New | Q1 2026 | May 05, 2026 |
| Trilogy Capital Inc. | History | New | 2,312 | 217 | 0.01% | — | 674 | +2,312 | New | Q1 2026 | Apr 21, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 2,307 | 217 | 0.0% | — | 673 | +2,307 | New | Q1 2026 | May 15, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | New | 2,303 | 217 | 0.07% | — | 675 | +2,303 | New | Q1 2026 | Apr 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 2,308 | 217 | 0.01% | 0.01% | 672 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 2,300 | 216 | 0.03% | — | 678 | +2,300 | New | Q1 2026 | May 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 2,293 | 216 | 0.0% | — | 677 | +2,293 | New | Q1 2026 | Apr 20, 2026 |
| Vantage Point Financial LLC | History | Added to | 2,292 | 216 | 0.08% | 0.07% | 676 | +2 | 0.09% | Q1 2026 | May 01, 2026 |
| Bill Few Associates, Inc. | History | No change | 2,282 | 215 | 0.05% | 0.05% | 679 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WESBANCO BANK INC | History | New | 2,274 | 214 | 0.01% | — | 682 | +2,274 | New | Q1 2026 | Apr 21, 2026 |
| Advisor OS, LLC | History | Added to | 2,278 | 214 | 0.02% | 0.02% | 681 | +3 | 0.13% | Q1 2026 | May 07, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 2,275 | 214 | 0.01% | 0.01% | 680 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 2,259 | 212 | 0.07% | 0.06% | 685 | +18 | 0.8% | Q1 2026 | May 12, 2026 |
| Syverson Strege & Co | History | No change | 2,251 | 212 | 0.05% | 0.05% | 683 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Creative Capital Management Investments LLC | History | No change | 2,252 | 212 | 0.06% | 0.06% | 684 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | New | 2,211 | 208 | 0.11% | — | 686 | +2,211 | New | Q1 2026 | May 15, 2026 |
| BLVD Private Wealth, LLC | History | New | 2,178 | 205 | 0.18% | — | 688 | +2,178 | New | Q1 2026 | Apr 23, 2026 |
| Bogart Wealth, LLC | History | Reduced | 2,182 | 205 | 0.01% | 0.01% | 687 | -145 | -6.23% | Q1 2026 | Apr 28, 2026 |
| United Advisor Group, LLC | History | New | 2,164 | 203 | 0.03% | — | 689 | +2,164 | New | Q1 2026 | Apr 17, 2026 |
| Estate Counselors, LLC | History | New | 2,145 | 202 | 0.02% | — | 692 | +2,145 | New | Q1 2026 | May 15, 2026 |
| Eastover Investment Advisors LLC | History | New | 2,144 | 202 | 0.09% | — | 691 | +2,144 | New | Q1 2026 | Apr 08, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 2,144 | 202 | 0.01% | 0.02% | 690 | -819 | -27.64% | Q1 2026 | Apr 30, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 1,306 | 201 | 0.25% | 0.31% | 693 | -1,194 | -47.76% | Q1 2026 | Apr 29, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,069 | 194 | 0.01% | 0.01% | 694 | -24 | -1.15% | Q1 2026 | Apr 06, 2026 |
| Signature Equity Partners, LLC | History | Added to | 2,034 | 191 | 0.1% | 0.05% | 695 | +1,071 | 111.21% | Q1 2026 | May 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 1,932 | 182 | 0.11% | 0.01% | 696 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1,805 | 170 | 0.14% | — | 697 | +1,805 | New | Q1 2026 | May 15, 2026 |
| Team Financial Group, LLC | History | Reduced | 1,789 | 168 | 0.08% | 0.08% | 698 | -199 | -10.01% | Q1 2026 | May 01, 2026 |
| BFSG, LLC | History | Added to | 1,703 | 160 | 0.02% | 0.01% | 699 | +3 | 0.18% | Q1 2026 | Apr 28, 2026 |
| Stephens Consulting, LLC | History | No change | 1,703 | 153 | 0.05% | 0.05% | 700 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Stone House Investment Management, LLC | History | Added to | 1,623 | 152 | 0.03% | 0.02% | 701 | +18 | 1.12% | Q1 2026 | Apr 22, 2026 |
| Wells Financial Advisors INC | History | Added to | 1,569 | 147 | 0.67% | 0.01% | 702 | +1,509 | 2515.0% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Added to | 1,496 | 141 | 0.0% | 0.0% | 703 | +196 | 15.08% | Q1 2026 | May 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,575 | 141 | 0.1% | 0.1% | 704 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Colonial Trust Co / SC | History | Added to | 1,494 | 140 | 0.02% | 0.02% | 705 | +179 | 13.61% | Q1 2026 | May 12, 2026 |
| Global Trust Asset Management, LLC | History | New | 1,460 | 137 | 0.05% | — | 706 | +1,460 | New | Q1 2026 | Apr 23, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 1,447 | 136 | 0.05% | 0.02% | 707 | +647 | 80.88% | Q1 2026 | Apr 03, 2026 |
| Dunhill Financial, LLC | History | Added to | 1,442 | 135 | 0.03% | 0.03% | 708 | +269 | 22.93% | Q1 2026 | May 06, 2026 |
| Colonial Trust Advisors | History | No change | 1,412 | 133 | 0.01% | 0.01% | 709 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BankPlus Trust Department | History | No change | 1,340 | 126 | 0.03% | 0.03% | 710 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,328 | 125 | 0.02% | 0.01% | 711 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 1,306 | 123 | 0.01% | 0.01% | 712 | -15 | -1.14% | Q1 2026 | Apr 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,231 | 116 | 0.0% | 0.0% | 713 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kentucky Trust Co | History | No change | 1,200 | 113 | 0.06% | 0.06% | 714 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,182 | 111 | 0.01% | — | 715 | +1,182 | New | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,163 | 109 | 0.0% | 0.0% | 716 | +51 | 4.59% | Q1 2026 | Apr 07, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,140 | 107 | 0.05% | 0.05% | 717 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | Added to | 1,127 | 106 | 0.0% | 0.0% | 718 | +666 | 144.47% | Q1 2026 | May 08, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,094 | 103 | 0.04% | 0.04% | 719 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,082 | 101 | 0.0% | 0.0% | 720 | -533 | -33.0% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,023 | 96 | 0.01% | 0.01% | 721 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Leo H. Evart, Inc. | History | New | 985 | 92 | 0.08% | — | 722 | +985 | New | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 964 | 91 | 0.0% | 0.0% | 723 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rossby Financial, LCC | History | Added to | 942 | 89 | 0.02% | 0.01% | 725 | +738 | 361.76% | Q1 2026 | May 11, 2026 |
| Tidemark, LLC | History | No change | 953 | 89 | 0.02% | 0.02% | 724 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 842 | 79 | 0.01% | 0.02% | 726 | -413 | -32.91% | Q1 2026 | Apr 21, 2026 |
| UMB Bank, n.a. | History | No change | 806 | 75 | 0.0% | 0.0% | 727 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 787 | 74 | 0.21% | 0.2% | 728 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hurley Capital, LLC | History | Added to | 762 | 71 | 0.04% | 0.04% | 729 | +6 | 0.79% | Q1 2026 | May 06, 2026 |
| WPG Advisers, LLC | History | Reduced | 730 | 68 | 0.05% | 0.05% | 730 | -84 | -10.32% | Q1 2026 | Apr 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 708 | 66 | 0.0% | 0.0% | 731 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 700 | 65 | 0.02% | 0.02% | 732 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 675 | 63 | 0.0% | 0.0% | 733 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Napier Financial, LLC | History | New | 650 | 61 | 0.01% | — | 734 | +650 | New | Q1 2026 | May 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 639 | 60 | 0.02% | 0.02% | 735 | +2 | 0.31% | Q1 2026 | Apr 14, 2026 |
| Larson Financial Group LLC | History | Added to | 634 | 59 | 0.0% | 0.0% | 736 | +513 | 423.97% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Added to | 627 | 59 | 0.0% | 0.0% | 737 | +130 | 26.16% | Q1 2026 | Apr 06, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 656 | 59 | 0.02% | 0.02% | 738 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 623 | 58 | 0.02% | 0.01% | 739 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BAYBAN | History | Reduced | 608 | 57 | 0.05% | 0.11% | 741 | -846 | -58.18% | Q1 2026 | Apr 24, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 611 | 57 | 0.03% | — | 742 | +611 | New | Q1 2026 | May 13, 2026 |
| Blume Capital Management, Inc. | History | No change | 606 | 57 | 0.01% | 0.01% | 740 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TSFG, LLC | History | Added to | 591 | 56 | 0.01% | 0.01% | 743 | +4 | 0.68% | Q1 2026 | Apr 27, 2026 |
| Destiny Wealth Partners, LLC | History | New | 591 | 55 | 0.01% | — | 744 | +591 | New | Q1 2026 | May 11, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 572 | 53 | 0.02% | 0.02% | 746 | +4 | 0.7% | Q1 2026 | Apr 17, 2026 |
| Crewe Advisors LLC | History | No change | 569 | 53 | 0.0% | 0.0% | 745 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 533 | 50 | 0.0% | — | 747 | +533 | New | Q1 2026 | May 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 527 | 49 | 0.0% | 0.0% | 748 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 512 | 48 | 0.01% | 0.01% | 749 | +2 | 0.39% | Q1 2026 | Apr 28, 2026 |
| WealthShield Partners, LLC | History | No change | 503 | 47 | 0.01% | 0.0% | 750 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 492 | 46 | 0.0% | 0.0% | 751 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Kimelman & Baird, LLC | History | No change | 488 | 45 | 0.0% | 0.0% | 752 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| POM Investment Strategies, LLC | History | Added to | 446 | 42 | 0.05% | 0.0% | 754 | +404 | 961.9% | Q1 2026 | May 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 455 | 42 | 0.0% | 0.0% | 753 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Asset Dedication, LLC | History | No change | 466 | 41 | 0.0% | 0.0% | 755 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 426 | 40 | 0.01% | 0.01% | 756 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EASTERN BANK | History | No change | 395 | 37 | 0.0% | 0.0% | 757 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Hara Capital LLC | History | No change | 400 | 37 | 0.02% | 0.02% | 758 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | No change | 382 | 36 | 0.01% | 0.01% | 759 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 369 | 34 | 0.01% | — | 761 | +369 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 369 | 34 | 0.01% | 0.0% | 760 | +251 | 212.71% | Q1 2026 | May 13, 2026 |
| Horizon Investments, LLC | History | New | 358 | 33 | 0.0% | — | 764 | +358 | New | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | New | 353 | 33 | 0.0% | — | 765 | +353 | New | Q1 2026 | Apr 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 357 | 33 | 0.0% | 0.0% | 763 | +145 | 68.4% | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 359 | 33 | 0.0% | 0.0% | 762 | +2 | 0.56% | Q1 2026 | May 04, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 328 | 32 | 0.01% | 0.01% | 768 | +3 | 0.92% | Q1 2026 | Apr 27, 2026 |
| Westside Investment Management, Inc. | History | No change | 341 | 32 | 0.0% | 0.0% | 766 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| American Capital Advisory, LLC | History | No change | 350 | 32 | 0.01% | 0.01% | 767 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Transce3nd, LLC | History | Reduced | 310 | 29 | 0.26% | 0.25% | 772 | -22 | -6.63% | Q1 2026 | May 07, 2026 |
| EPG Wealth Management LLC | History | Added to | 318 | 29 | 0.01% | 0.01% | 770 | +2 | 0.63% | Q1 2026 | May 07, 2026 |
| NFSG Corp | History | Added to | 308 | 29 | 0.0% | 0.0% | 771 | +2 | 0.65% | Q1 2026 | May 05, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 317 | 29 | 0.01% | 0.01% | 769 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 302 | 28 | 0.0% | 0.0% | 773 | +3 | 1.0% | Q1 2026 | Apr 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 302 | 28 | 0.0% | 0.0% | 774 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Strive Financial Group ,LLC | History | No change | 281 | 27 | 0.01% | 0.01% | 775 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 285 | 26 | 0.0% | — | 776 | +285 | New | Q1 2026 | Apr 14, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 268 | 25 | 0.01% | 0.01% | 777 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Archer Investment Corp | History | Reduced | 265 | 24 | 0.01% | 0.01% | 778 | -411 | -60.8% | Q1 2026 | May 04, 2026 |
| Wall Street Financial Group, Inc. | History | New | 253 | 23 | 0.01% | — | 780 | +253 | New | Q1 2026 | May 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 252 | 23 | 0.0% | 0.0% | 779 | +100 | 65.79% | Q1 2026 | May 07, 2026 |
| MGB Wealth Management, LLC | History | No change | 250 | 22 | 0.01% | 0.01% | 781 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LGT Financial Advisors LLC | History | Added to | 225 | 21 | 0.11% | 0.11% | 784 | +20 | 9.76% | Q1 2026 | Apr 28, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 227 | 21 | 0.0% | 0.0% | 782 | +1 | 0.44% | Q1 2026 | Apr 28, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 220 | 21 | 0.02% | 0.02% | 783 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 211 | 20 | 0.0% | 0.0% | 785 | -2,543 | -92.34% | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | New | 219 | 20 | 0.0% | — | 786 | +219 | New | Q1 2026 | Apr 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 202 | 19 | 0.01% | 0.01% | 787 | +47 | 30.32% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 186 | 18 | 0.0% | — | 789 | +186 | New | Q1 2026 | May 01, 2026 |
| WHI TRUST Co LLC | History | No change | 199 | 18 | 0.01% | 0.01% | 788 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 180 | 17 | 0.0% | 0.0% | 790 | +2 | 1.12% | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 175 | 16 | 0.01% | — | 793 | +175 | New | Q1 2026 | Apr 20, 2026 |
| Blue Trust, Inc. | History | Reduced | 176 | 16 | 0.0% | 0.0% | 791 | -58 | -24.79% | Q1 2026 | Apr 20, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 177 | 16 | 0.0% | 0.0% | 792 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 151 | 14 | 0.0% | — | 795 | +151 | New | Q1 2026 | May 14, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 151 | 14 | 0.0% | — | 796 | +151 | New | Q1 2026 | Apr 01, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 151 | 14 | 0.01% | 0.01% | 794 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SHP Wealth Management | History | Added to | 149 | 13 | 0.0% | 0.0% | 797 | +127 | 577.27% | Q1 2026 | May 08, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 135 | 12 | 0.0% | — | 798 | +135 | New | Q1 2026 | May 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 123 | 11 | 0.01% | 0.0% | 800 | +1 | 0.82% | Q1 2026 | Apr 24, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 126 | 11 | 0.0% | 0.0% | 799 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CENTRAL TRUST Co | History | No change | 112 | 10 | 0.0% | 0.0% | 801 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 108 | 10 | 0.0% | 0.0% | 802 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Caldwell Trust Co | History | No change | 109 | 10 | 0.0% | 0.0% | 803 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WestEnd Advisors, LLC | History | No change | 104 | 9 | 0.0% | 0.0% | 804 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ALLIANZ SE | History | No change | 94 | 8 | 0.0% | 0.0% | 805 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Armor Investment Advisors, LLC | History | No change | 95 | 8 | 0.0% | 0.0% | 806 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| VSM Wealth Advisory, LLC | History | New | 82 | 7 | 0.0% | — | 812 | +82 | New | Q1 2026 | May 05, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 82 | 7 | 0.0% | 0.0% | 807 | +1 | 1.23% | Q1 2026 | May 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 80 | 7 | 0.0% | 0.0% | 808 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Key FInancial Inc | History | No change | 83 | 7 | 0.0% | 0.0% | 809 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Planning Group LLC | History | No change | 78 | 7 | 0.0% | 0.0% | 810 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 76 | 7 | 0.0% | 0.0% | 811 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 69 | 6 | 0.0% | — | 816 | +69 | New | Q1 2026 | Apr 23, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 60 | 6 | 0.0% | 0.0% | 813 | +10 | 20.0% | Q1 2026 | Apr 29, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 70 | 6 | 0.0% | 0.0% | 814 | +10 | 16.67% | Q1 2026 | Apr 22, 2026 |
| Financial Freedom, LLC | History | No change | 68 | 6 | 0.0% | 0.0% | 815 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 50 | 4 | 0.0% | — | 817 | +50 | New | Q1 2026 | Apr 29, 2026 |
| Peachtree Investment Partners, LLC | History | New | 50 | 4 | 0.0% | — | 818 | +50 | New | Q1 2026 | May 08, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 36 | 3 | 0.0% | — | 821 | +36 | New | Q1 2026 | May 11, 2026 |
| Grove Bank & Trust | History | New | 34 | 3 | 0.0% | — | 820 | +34 | New | Q1 2026 | Apr 08, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 42 | 3 | 0.0% | 0.0% | 819 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 30 | 2 | 0.0% | 0.0% | 822 | -80 | -72.73% | Q1 2026 | May 13, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 31 | 2 | 0.0% | — | 827 | +31 | New | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 24 | 2 | 0.0% | — | 826 | +24 | New | Q1 2026 | May 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 823 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 28 | 2 | 0.0% | 0.0% | 824 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 26 | 2 | 0.0% | 0.0% | 825 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 17 | 1 | 0.0% | — | 829 | +14 | 466.67% | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 15 | 1 | 0.0% | 0.0% | 828 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Gould Capital, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 830 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -149,486 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -122,516 | -100.0% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -102,171 | -100.0% | Q1 2026 | May 15, 2026 |
| S. R. Schill & Associates | History | Closed out | 0 | 0 | — | 4.09% | — | -64,419 | -100.0% | Q1 2026 | May 01, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Closed out | 0 | 0 | — | 1.9% | — | -63,263 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.96% | — | -49,776 | -100.0% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -36,991 | -100.0% | Q1 2026 | Apr 23, 2026 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.29% | — | -16,456 | -100.0% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -9,896 | -100.0% | Q1 2026 | Apr 20, 2026 |
| WESPAC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -8,882 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.05% | — | -8,020 | -100.0% | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -6,988 | -100.0% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -5,600 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,575 | -100.0% | Q1 2026 | May 11, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,754 | -100.0% | Q1 2026 | May 15, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,961 | -100.0% | Q1 2026 | May 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -3,898 | -100.0% | Q1 2026 | May 12, 2026 |
| Charles Schwab Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -3,815 | -100.0% | Q1 2026 | Apr 10, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,775 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.05% | — | -3,768 | -100.0% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,454 | -100.0% | Q1 2026 | May 06, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,058 | -100.0% | Q1 2026 | May 12, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,660 | -100.0% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,521 | -100.0% | Q1 2026 | May 12, 2026 |
| Beacon Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,381 | -100.0% | Q1 2026 | May 11, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,335 | -100.0% | Q1 2026 | May 05, 2026 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,249 | -100.0% | Q1 2026 | May 13, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,240 | -100.0% | Q1 2026 | May 14, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,625 | -100.0% | Q1 2026 | May 12, 2026 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,000 | -100.0% | Q1 2026 | May 13, 2026 |
| Clean Yield Group | History | Closed out | 0 | 0 | — | 0.02% | — | -865 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 1 | 0 | — | 0.04% | — | -700 | -99.86% | Q1 2026 | Apr 07, 2026 |
| Game Plan Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -333 | -100.0% | Q1 2026 | Apr 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -126 | -100.0% | Q1 2026 | May 12, 2026 |
| Dynamic Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -124 | -100.0% | Q1 2026 | May 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -111 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Vision Retirement, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q1 2026 | May 07, 2026 |
| Coston, McIsaac & Partners | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 22, 2026 |
| Clearstead Trust, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |