SELECT SECTOR SPDR TRUST - XLK
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 23,868,812 | 3,172,165 | 0.23% | 0.25% | 1 | +214,219 | 0.91% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 23,327,299 | 3,100,198 | 0.58% | 0.63% | 2 | -537,543 | -2.25% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 19,619,077 | 2,607,375 | 0.16% | 0.17% | 3 | +270,548 | 1.4% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 15,720,143 | 2,089,206 | 0.55% | 0.63% | 4 | -266,211 | -1.67% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 13,752,059 | 1,827,648 | 0.24% | 0.24% | 5 | +2,827,877 | 25.89% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Reduced | 12,980,953 | 1,725,318 | 1.92% | 2.15% | 6 | -142,064 | -1.08% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 12,900,981 | 1,714,540 | 0.26% | 0.24% | 7 | +2,651,148 | 25.87% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,768,594 | 1,564,046 | 0.42% | 0.5% | 8 | +103,560 | 0.89% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 9,626,305 | 1,342,671 | 0.31% | 0.35% | 9 | -989,504 | -9.32% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 9,455,154 | 1,205,532 | 0.08% | 0.07% | 10 | +1,226,188 | 14.9% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,603,038 | 1,143,343 | 0.13% | 0.15% | 11 | -291,129 | -3.27% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 8,368,529 | 1,112,177 | 0.13% | 0.15% | 12 | -29,792 | -0.35% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 7,922,658 | 1,052,921 | 0.32% | 0.36% | 13 | -196,190 | -2.42% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,951,587 | 790,966 | 0.14% | 0.13% | 14 | +261,227 | 4.59% | Q1 2026 | May 15, 2026 |
| Main Management ETF Advisors, LLC | History | Reduced | 5,099,787 | 677,762 | 25.29% | 28.25% | 15 | -406,643 | -7.38% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 4,727,854 | 628,332 | 1.56% | 1.47% | 16 | +284,037 | 6.39% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,720,619 | 627,370 | 0.85% | 0.9% | 17 | +45,696 | 0.98% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,603,781 | 611,842 | 0.1% | 0.15% | 18 | -2,238,819 | -32.72% | Q1 2026 | May 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 4,296,822 | 571,047 | 4.95% | 6.25% | 19 | -756,624 | -14.97% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 4,244,161 | 564,048 | 0.23% | 0.25% | 20 | +193,634 | 4.78% | Q1 2026 | May 15, 2026 |
| ADAPT Investment Managers SA | History | No change | 4,000,000 | 531,600 | 7.03% | 4.24% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 3,871,015 | 514,457 | 8.03% | 7.08% | 22 | +541,610 | 16.27% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,770,168 | 501,111 | 0.73% | 0.77% | 23 | +109,759 | 3.0% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 3,749,946 | 498,367 | 0.12% | 0.12% | 24 | +284,542 | 8.21% | Q1 2026 | May 14, 2026 |
| WestEnd Advisors, LLC | History | Added to | 3,223,539 | 428,412 | 10.34% | 10.65% | 25 | +48,589 | 1.53% | Q1 2026 | Apr 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,029,701 | 423,803 | 0.21% | 0.14% | 26 | +1,762,225 | 658.83% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,150,026 | 418,638 | 0.06% | 0.06% | 27 | -86,583 | -2.68% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,753,674 | 365,963 | 0.44% | 0.46% | 28 | -1,048 | -0.04% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 2,581,621 | 343,097 | 0.64% | 0.42% | 29 | +1,012,121 | 64.49% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,224,210 | 295,596 | 0.05% | 0.05% | 30 | +24,465 | 1.11% | Q1 2026 | May 15, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 2,157,884 | 286,784 | 1.29% | 1.44% | 31 | -147,616 | -6.4% | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 1,353,729 | 278,451 | 1.79% | 1.77% | 32 | -443,442 | -24.67% | Q1 2026 | May 15, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 1,994,050 | 265,009 | 1.4% | 1.49% | 33 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,987,473 | 264,135 | 0.47% | 0.49% | 34 | +108,990 | 5.8% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,826,990 | 242,806 | 0.26% | 0.28% | 35 | +37,642 | 2.1% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 1,767,600 | 234,914 | 0.28% | 0.44% | 36 | -1,132,793 | -39.06% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Added to | 1,727,752 | 229,618 | 0.95% | 1.06% | 37 | +197,552 | 12.91% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,726,887 | 229,511 | 0.21% | 0.22% | 38 | -10,134 | -0.58% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 1,714,371 | 227,839 | 1.12% | 1.22% | 39 | +87,319 | 5.37% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,692,228 | 224,897 | 0.31% | 0.36% | 40 | -173,421 | -9.3% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners OCIO LLC | History | Added to | 1,691,744 | 224,832 | 13.49% | 13.25% | 41 | +27,805 | 1.67% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 1,600,000 | 212,640 | 0.34% | — | 42 | +1,600,000 | New | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,596,972 | 212,237 | 0.12% | 0.13% | 43 | -25,140 | -1.55% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,574,822 | 209,293 | 0.22% | 0.24% | 44 | +59,002 | 3.89% | Q1 2026 | May 05, 2026 |
| UNIVERSITY OF CHICAGO | History | New | 1,533,165 | 203,757 | 63.0% | — | 45 | +1,533,165 | New | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Reduced | 1,445,017 | 192,042 | 0.01% | 0.01% | 46 | -170,474 | -10.55% | Q1 2026 | May 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 1,416,839 | 188,270 | 1.28% | 3.63% | 47 | -1,491,174 | -51.28% | Q1 2026 | May 05, 2026 |
| J.Safra Asset Management Corp | History | Added to | 1,404,265 | 186,626 | 10.06% | 10.34% | 48 | +34,696 | 2.53% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Reduced | 1,381,656 | 183,622 | 0.08% | 0.1% | 49 | -132,100 | -8.73% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,458,323 | 183,422 | 0.26% | 0.25% | 50 | -451,127 | -23.63% | Q1 2026 | May 15, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 1,348,601 | 179,229 | 5.95% | 6.2% | 51 | +5,110 | 0.38% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 1,295,026 | 172,108 | 0.14% | 0.57% | 52 | -1,506,521 | -53.77% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,273,909 | 169,302 | 0.79% | 0.78% | 53 | +120,978 | 10.49% | Q1 2026 | Apr 24, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,258,540 | 167,260 | 2.59% | 2.97% | 54 | +7,992 | 0.64% | Q1 2026 | May 11, 2026 |
| Advisory Alpha, LLC | History | Added to | 1,210,914 | 160,931 | 4.4% | 4.57% | 55 | +44,350 | 3.8% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,174,237 | 156,056 | 0.4% | 0.47% | 56 | -65,944 | -5.32% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,143,014 | 151,906 | 0.42% | 0.47% | 57 | -197,176 | -14.71% | Q1 2026 | May 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,132,976 | 150,572 | 0.1% | 0.09% | 58 | +10,703 | 0.95% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,130,596 | 150,256 | 0.27% | 0.36% | 59 | +338,731 | 42.78% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,128,893 | 150,029 | 0.06% | 0.06% | 60 | -148,436 | -11.62% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,079,699 | 143,480 | 0.25% | 0.32% | 61 | -73,666 | -6.39% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 1,046,587 | 138,910 | 0.16% | 0.19% | 62 | -37,933 | -3.5% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 1,044,720 | 138,843 | 0.36% | 0.55% | 63 | -360,323 | -25.64% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 976,079 | 129,720 | 1.9% | 1.19% | 64 | +433,174 | 79.79% | Q1 2026 | Apr 17, 2026 |
| Main Management LLC | History | Added to | 967,146 | 128,534 | 9.35% | 6.98% | 65 | +293,773 | 43.63% | Q1 2026 | May 14, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 953,731 | 126,750 | 2.09% | 3.06% | 66 | -431,384 | -31.14% | Q1 2026 | May 11, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 935,111 | 124,274 | 1.18% | 1.99% | 67 | -342,632 | -26.82% | Q1 2026 | May 11, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 934,774 | 124,231 | 0.33% | 0.29% | 68 | +59,741 | 6.83% | Q1 2026 | May 15, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 933,094 | 124,008 | 7.26% | 7.78% | 69 | -2,110 | -0.23% | Q1 2026 | Apr 17, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 906,122 | 120,423 | 10.92% | 11.97% | 70 | -15,345 | -1.67% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | Added to | 881,245 | 117,117 | 0.17% | 0.17% | 71 | +82,318 | 10.3% | Q1 2026 | May 15, 2026 |
| 71 West Capital Partners | History | Added to | 877,176 | 116,576 | 5.13% | 5.31% | 72 | +74,547 | 9.29% | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | Added to | 853,468 | 113,425 | 0.0% | 0.0% | 73 | +49,166 | 6.11% | Q1 2026 | May 13, 2026 |
| SRB CORP | History | No change | 853,424 | 113,420 | 6.97% | 6.74% | 74 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Saudi Central Bank | History | No change | 851,762 | 113,199 | 2.4% | 4.58% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SPINNAKER TRUST | History | Reduced | 792,955 | 105,383 | 5.83% | 6.14% | 76 | -3,285 | -0.41% | Q1 2026 | Apr 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 760,006 | 100,905 | 0.15% | 0.17% | 77 | -32,336 | -4.08% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 733,023 | 97,418 | 0.02% | 0.01% | 78 | +455,039 | 163.69% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 728,979 | 96,880 | 2.29% | 2.53% | 79 | +7,088 | 0.98% | Q1 2026 | May 11, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 723,415 | 96,141 | 2.66% | 3.76% | 80 | -368,788 | -33.77% | Q1 2026 | Apr 21, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 721,629 | 95,904 | 0.12% | 0.13% | 81 | -99,480 | -12.12% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 699,988 | 93,028 | 0.35% | 0.4% | 82 | +29,968 | 4.47% | Q1 2026 | Apr 30, 2026 |
| Trek Financial, LLC | History | Added to | 699,776 | 93,000 | 4.94% | 5.6% | 83 | +28,631 | 4.27% | Q1 2026 | May 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 695,091 | 92,430 | 2.94% | 3.38% | 84 | +22,794 | 3.39% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Reduced | 690,636 | 91,785 | 0.19% | 0.21% | 85 | -8,917 | -1.27% | Q1 2026 | May 06, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 676,117 | 89,855 | 0.41% | 0.4% | 86 | -312,190 | -31.59% | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | Added to | 525,383 | 79,868 | 2.57% | 2.42% | 87 | +39,177 | 8.06% | Q1 2026 | Apr 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 573,010 | 76,153 | 2.59% | 2.52% | 88 | +72,632 | 14.52% | Q1 2026 | Apr 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 576,602 | 75,040 | 0.04% | 0.05% | 89 | +62,576 | 12.17% | Q1 2026 | May 15, 2026 |
| Swan Global Investments, LLC | History | Reduced | 559,388 | 74,342 | 2.48% | 3.08% | 90 | -163,914 | -22.66% | Q1 2026 | May 07, 2026 |
| Parker Investment Management, LLC | History | Reduced | 554,785 | 73,731 | 11.18% | 11.48% | 91 | -8,089 | -1.44% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 550,059 | 73,102 | 0.05% | 0.06% | 92 | +14,207 | 2.65% | Q1 2026 | May 12, 2026 |
| Trilogy Capital Inc. | History | Added to | 545,584 | 72,508 | 3.19% | 2.66% | 93 | +132,880 | 32.2% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 542,041 | 72,037 | 0.39% | 0.41% | 94 | +18,279 | 3.49% | Q1 2026 | May 05, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 532,646 | 70,788 | 5.66% | 0.08% | 95 | +525,092 | 6951.18% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 516,802 | 69,701 | 0.21% | 0.43% | 96 | +41,091 | 8.64% | Q1 2026 | May 12, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | No change | 514,600 | 68,390 | 8.66% | 10.27% | 97 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 513,535 | 68,248 | 6.95% | 7.34% | 98 | +8,007 | 1.58% | Q1 2026 | May 08, 2026 |
| IMZ Advisory Inc | History | Added to | 509,816 | 67,754 | 25.62% | 26.43% | 99 | +8,309 | 1.66% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 496,584 | 65,996 | 0.53% | 0.45% | 100 | +235,527 | 90.22% | Q1 2026 | May 15, 2026 |
| Wharton Business Group, LLC | History | Reduced | 486,310 | 64,630 | 2.44% | 2.76% | 101 | -17,639 | -3.5% | Q1 2026 | May 07, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 473,802 | 62,968 | 4.64% | 3.15% | 102 | +175,790 | 58.99% | Q1 2026 | Apr 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 471,669 | 62,684 | 2.63% | — | 103 | +471,669 | New | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Added to | 459,258 | 61,035 | 0.68% | 0.36% | 104 | +262,273 | 133.14% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 455,331 | 60,513 | 0.83% | 0.75% | 105 | +94,581 | 26.22% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 442,820 | 58,850 | 0.1% | 0.12% | 106 | +30,109 | 7.3% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 440,906 | 58,587 | 0.29% | 0.31% | 107 | +34,106 | 8.38% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 433,297 | 58,461 | 5.22% | 5.42% | 108 | +9,316 | 2.2% | Q1 2026 | May 11, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 386,056 | 57,113 | 12.88% | 12.71% | 109 | +2,169 | 0.57% | Q1 2026 | Apr 15, 2026 |
| Walleye Trading LLC | History | Added to | 429,717 | 57,109 | 0.1% | 0.06% | 110 | +137,591 | 47.1% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 428,372 | 56,930 | 0.0% | 0.0% | 111 | +16,583 | 4.03% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Added to | 428,104 | 56,895 | 0.27% | 0.31% | 112 | +62,360 | 17.05% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 427,564 | 56,823 | 0.32% | 0.34% | 113 | +16,850 | 4.1% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 425,521 | 56,623 | 0.11% | 0.11% | 114 | -4,572 | -1.06% | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 409,833 | 54,466 | 0.59% | 0.65% | 115 | +15,014 | 3.8% | Q1 2026 | Apr 20, 2026 |
| COMERICA BANK | History | No change | 370,176 | 53,294 | 0.21% | 0.21% | 116 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | Added to | 384,451 | 51,093 | 0.2% | 0.21% | 117 | +1,061 | 0.28% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | Added to | 384,255 | 51,067 | 0.25% | 0.28% | 118 | +26,995 | 7.56% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 379,403 | 50,423 | 0.39% | — | 119 | +379,403 | New | Q1 2026 | Apr 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 367,873 | 48,890 | 0.02% | 0.22% | 120 | -186,035 | -33.59% | Q1 2026 | May 04, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 366,160 | 48,662 | 6.56% | 7.09% | 121 | -642 | -0.18% | Q1 2026 | May 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 363,414 | 48,297 | 1.79% | 1.81% | 122 | -1,621 | -0.44% | Q1 2026 | May 07, 2026 |
| Moment Partners, LLC | History | Reduced | 362,184 | 48,134 | 8.59% | 10.76% | 123 | -903 | -0.25% | Q1 2026 | May 04, 2026 |
| Independent Advisor Alliance | History | Added to | 360,613 | 47,925 | 0.51% | 0.07% | 124 | +339,591 | 1615.41% | Q1 2026 | May 12, 2026 |
| Carnegie Investment Counsel | History | Reduced | 351,722 | 46,743 | 0.91% | 0.98% | 125 | -18,966 | -5.12% | Q1 2026 | May 01, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 350,369 | 46,558 | 0.51% | 0.71% | 126 | -76,878 | -17.99% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 347,593 | 46,195 | 0.53% | 0.61% | 127 | +1,515 | 0.44% | Q1 2026 | Apr 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 347,291 | 46,154 | 0.24% | 0.29% | 128 | -14,499 | -4.01% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 335,304 | 45,254 | 0.09% | 0.12% | 129 | -261,828 | -43.85% | Q1 2026 | Apr 08, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 336,125 | 44,671 | 7.57% | 11.22% | 130 | -152,227 | -31.17% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL PLC | History | Added to | 331,043 | 43,995 | 0.26% | 0.01% | 131 | +326,203 | 6739.73% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Added to | 327,340 | 43,503 | 0.13% | 0.18% | 132 | +36,914 | 12.71% | Q1 2026 | May 13, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 326,222 | 43,354 | 4.95% | 5.0% | 133 | +3,391 | 1.05% | Q1 2026 | Apr 10, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 324,357 | 43,107 | 8.81% | 8.84% | 134 | +71,223 | 28.14% | Q1 2026 | Apr 13, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 313,469 | 41,660 | 8.76% | 8.59% | 135 | +14,798 | 4.95% | Q1 2026 | May 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 311,221 | 41,361 | 0.69% | 0.81% | 136 | -27,941 | -8.24% | Q1 2026 | Apr 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 305,456 | 40,599 | 0.15% | 0.16% | 137 | +18,701 | 6.52% | Q1 2026 | May 13, 2026 |
| WBH ADVISORY INC | History | Added to | 298,721 | 40,300 | 3.02% | 3.09% | 138 | +9,317 | 3.22% | Q1 2026 | Apr 27, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 301,834 | 40,113 | 3.82% | 3.9% | 139 | +8,350 | 2.85% | Q1 2026 | Apr 16, 2026 |
| AIGH Capital Management LLC | History | New | 300,000 | 39,870 | 5.44% | — | 140 | +300,000 | New | Q1 2026 | Apr 30, 2026 |
| TORONTO DOMINION BANK | History | Added to | 299,880 | 39,854 | 0.06% | 0.0% | 141 | +281,210 | 1506.21% | Q1 2026 | May 15, 2026 |
| KWMG, LLC | History | Added to | 298,302 | 39,644 | 3.31% | 3.6% | 142 | +8,613 | 2.97% | Q1 2026 | Apr 09, 2026 |
| Janney Capital Management LLC | History | No change | 273,794 | 39,418 | 2.48% | 2.48% | 143 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 279,460 | 37,140 | 3.04% | 3.14% | 144 | +585 | 0.21% | Q1 2026 | Apr 16, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 275,385 | 36,598 | 0.51% | 0.56% | 145 | -17,312 | -5.91% | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | Added to | 274,877 | 36,531 | 0.98% | 1.08% | 146 | +42,774 | 18.43% | Q1 2026 | May 11, 2026 |
| CHEMUNG CANAL TRUST CO | History | Added to | 273,111 | 36,296 | 7.35% | 7.63% | 147 | +5,439 | 2.03% | Q1 2026 | Apr 22, 2026 |
| NWF Advisory Services Inc. | History | Added to | 271,041 | 36,021 | 4.07% | 4.3% | 148 | +1,053 | 0.39% | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 269,386 | 35,801 | 0.18% | 0.1% | 149 | +139,457 | 107.33% | Q1 2026 | May 13, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Added to | 267,555 | 35,558 | 8.33% | 9.04% | 150 | +865 | 0.32% | Q1 2026 | Apr 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 265,827 | 35,328 | 0.06% | 0.06% | 151 | -22,815 | -7.9% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 262,523 | 34,889 | 0.19% | 0.19% | 152 | +9,532 | 3.77% | Q1 2026 | Apr 15, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 261,395 | 34,739 | 1.55% | 1.64% | 153 | +7,683 | 3.03% | Q1 2026 | May 05, 2026 |
| Essex LLC | History | Added to | 260,217 | 34,582 | 6.1% | 6.36% | 154 | +10,873 | 4.36% | Q1 2026 | Apr 24, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 259,948 | 34,547 | 1.94% | 1.97% | 155 | +4,875 | 1.91% | Q1 2026 | Apr 29, 2026 |
| Meiji Yasuda Life Insurance Co | History | Added to | 259,155 | 34,441 | 1.18% | 1.06% | 156 | +5,358 | 2.11% | Q1 2026 | May 12, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 256,990 | 34,153 | 5.01% | 8.62% | 157 | -128,604 | -33.35% | Q1 2026 | Apr 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 253,774 | 33,726 | 1.14% | 0.53% | 158 | +2,855 | 1.14% | Q1 2026 | Apr 23, 2026 |
| Dakota Wealth Management | History | Reduced | 253,199 | 33,650 | 0.73% | 0.67% | 159 | -8,650 | -3.3% | Q1 2026 | May 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 248,077 | 32,969 | 0.42% | 0.46% | 160 | -5,592 | -2.2% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 245,729 | 32,657 | 0.03% | — | 161 | +245,729 | New | Q1 2026 | May 14, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 226,428 | 32,598 | 6.14% | 6.14% | 162 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 229,408 | 32,591 | 1.84% | 1.91% | 163 | +4,714 | 2.1% | Q1 2026 | Apr 17, 2026 |
| Yarbrough Capital, LLC | History | No change | 244,080 | 32,438 | 1.14% | 1.09% | 164 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 238,292 | 31,668 | 2.67% | 3.09% | 165 | -8 | -0.0% | Q1 2026 | Apr 15, 2026 |
| Intrua Financial, LLC | History | Reduced | 236,731 | 31,461 | 3.25% | 3.75% | 166 | -10,085 | -4.09% | Q1 2026 | Apr 23, 2026 |
| Haverford Trust Co | History | Reduced | 235,655 | 31,318 | 0.29% | 0.43% | 167 | -97,042 | -29.17% | Q1 2026 | May 11, 2026 |
| FIRST HORIZON CORP | History | Added to | 234,719 | 31,194 | 1.3% | 1.5% | 168 | +1,098 | 0.47% | Q1 2026 | Apr 30, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 234,394 | 31,150 | 5.3% | 5.77% | 169 | +786 | 0.34% | Q1 2026 | May 13, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 231,789 | 30,804 | 2.45% | 3.03% | 170 | -40,661 | -14.92% | Q1 2026 | Apr 29, 2026 |
| BAILARD, INC. | History | Reduced | 231,604 | 30,780 | 0.71% | 0.74% | 171 | -1,597 | -0.68% | Q1 2026 | May 11, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 231,400 | 30,753 | 4.47% | 4.59% | 172 | +849 | 0.37% | Q1 2026 | Apr 23, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 229,865 | 30,549 | 2.42% | 1.36% | 173 | +103,941 | 82.54% | Q1 2026 | Apr 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 229,687 | 30,525 | 0.02% | 0.02% | 174 | +12,487 | 5.75% | Q1 2026 | May 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 229,485 | 30,498 | 0.22% | 0.29% | 175 | -33,921 | -12.88% | Q1 2026 | Apr 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 226,573 | 30,111 | 0.07% | 0.07% | 176 | +3,294 | 1.48% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 224,626 | 29,852 | 0.69% | 0.8% | 177 | -4,056 | -1.77% | Q1 2026 | May 15, 2026 |
| GM Advisory Group, LLC | History | Added to | 224,500 | 29,836 | 1.15% | 1.1% | 178 | +29,970 | 15.41% | Q1 2026 | Apr 28, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 223,507 | 29,704 | 0.44% | 0.48% | 179 | -4,277 | -1.88% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 223,212 | 29,665 | 0.03% | 0.01% | 180 | +159,653 | 251.19% | Q1 2026 | Apr 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 221,607 | 29,451 | 0.66% | 0.69% | 181 | +5,599 | 2.59% | Q1 2026 | May 15, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 219,000 | 29,105 | 0.08% | 0.03% | 182 | +111,000 | 102.78% | Q1 2026 | May 15, 2026 |
| Biltmore Wealth Management, LLC | History | Added to | 218,622 | 29,054 | 10.33% | 11.87% | 183 | +249 | 0.11% | Q1 2026 | Apr 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 216,534 | 28,777 | 0.67% | 0.45% | 184 | +151,542 | 233.17% | Q1 2026 | Apr 27, 2026 |
| Oakworth Capital, Inc. | History | Added to | 205,126 | 27,261 | 1.44% | 1.61% | 185 | +677 | 0.33% | Q1 2026 | Apr 24, 2026 |
| PFG Investments, LLC | History | Added to | 203,740 | 27,077 | 1.26% | 1.16% | 186 | +33,122 | 19.41% | Q1 2026 | Apr 27, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 199,651 | 26,533 | 3.84% | 4.21% | 187 | -11,462 | -5.43% | Q1 2026 | May 04, 2026 |
| Atria Investments, Inc | History | Added to | 197,928 | 26,304 | 0.29% | 0.26% | 188 | +40,234 | 25.51% | Q1 2026 | May 05, 2026 |
| Fairfield Financial Advisors, LTD | History | Added to | 197,533 | 26,252 | 9.05% | 9.11% | 189 | +3,325 | 1.71% | Q1 2026 | Apr 27, 2026 |
| Nelson Capital Management, LLC | History | Added to | 197,517 | 26,250 | 3.2% | 2.75% | 190 | +34,429 | 21.11% | Q1 2026 | May 06, 2026 |
| Clarity Financial LLC | History | Reduced | 197,512 | 26,249 | 2.86% | 2.8% | 191 | -12,415 | -5.91% | Q1 2026 | May 01, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Added to | 196,706 | 26,142 | 2.04% | 1.84% | 192 | +30,586 | 18.41% | Q1 2026 | Apr 29, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 194,651 | 25,869 | 0.02% | 0.02% | 193 | -5,485 | -2.74% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 194,363 | 25,812 | 0.02% | 0.02% | 194 | +14,478 | 8.05% | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 194,090 | 25,794 | 0.86% | 0.91% | 195 | +2,504 | 1.31% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 192,411 | 25,572 | 0.2% | 0.21% | 196 | -4,733 | -2.4% | Q1 2026 | May 14, 2026 |
| Apollon Financial, LLC | History | Added to | 192,015 | 25,518 | 3.53% | 2.64% | 197 | +65,686 | 52.0% | Q1 2026 | Apr 22, 2026 |
| GTS SECURITIES LLC | History | Reduced | 191,908 | 25,504 | 0.9% | 1.04% | 198 | -20,510 | -9.66% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 191,414 | 25,438 | 0.34% | 0.41% | 199 | -10,071 | -5.0% | Q1 2026 | May 15, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 188,708 | 25,079 | 3.25% | 3.11% | 200 | -6,644 | -3.4% | Q1 2026 | Apr 22, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 188,477 | 25,048 | 0.7% | 0.77% | 201 | -1,436 | -0.76% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 188,148 | 25,004 | 0.28% | 0.19% | 202 | +89,797 | 91.3% | Q1 2026 | May 15, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 173,275 | 25,003 | 3.88% | 3.88% | 203 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 187,346 | 24,898 | 1.63% | 1.76% | 204 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rezny Wealth Management, Inc. | History | Added to | 187,313 | 24,893 | 5.36% | 5.17% | 205 | +9,151 | 5.14% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 184,720 | 24,549 | 0.18% | 0.2% | 206 | +13,192 | 7.69% | Q1 2026 | May 15, 2026 |
| High Note Wealth, LLC | History | Reduced | 184,550 | 24,526 | 4.82% | 5.25% | 207 | -1,731 | -0.93% | Q1 2026 | May 11, 2026 |
| Black Swift Group, LLC | History | Reduced | 184,094 | 24,466 | 4.28% | 4.43% | 208 | -197 | -0.11% | Q1 2026 | Apr 24, 2026 |
| RFG Advisory, LLC | History | Added to | 183,465 | 24,382 | 0.45% | 0.47% | 209 | +8,224 | 4.69% | Q1 2026 | Apr 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 181,848 | 24,167 | 0.13% | 0.16% | 210 | -661 | -0.36% | Q1 2026 | May 15, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 181,612 | 24,136 | 3.07% | 3.71% | 211 | -15,058 | -7.66% | Q1 2026 | Apr 16, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 180,955 | 24,048 | 3.13% | 3.8% | 212 | -23,698 | -11.58% | Q1 2026 | Apr 23, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 180,352 | 23,968 | 2.94% | 3.64% | 213 | -20,909 | -10.39% | Q1 2026 | Apr 27, 2026 |
| Tiller Private Wealth, Inc. | History | Reduced | 179,391 | 23,841 | 8.47% | 9.26% | 214 | -1,427 | -0.79% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 179,085 | 23,800 | 0.01% | 0.01% | 215 | +74,176 | 70.71% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 179,014 | 23,790 | 0.67% | 0.79% | 216 | -32,258 | -15.27% | Q1 2026 | Apr 28, 2026 |
| AMG National Trust Bank | History | Added to | 177,508 | 23,590 | 0.51% | 0.41% | 217 | +57,632 | 48.08% | Q1 2026 | May 04, 2026 |
| BROWN ADVISORY INC | History | Reduced | 176,922 | 23,512 | 0.04% | 0.04% | 218 | -13,152 | -6.92% | Q1 2026 | May 15, 2026 |
| FORBES J M & CO LLP | History | Added to | 174,978 | 23,254 | 1.97% | 2.04% | 219 | +180 | 0.1% | Q1 2026 | Apr 16, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Added to | 173,650 | 23,078 | 14.83% | 15.19% | 220 | +6,217 | 3.71% | Q1 2026 | Apr 29, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 171,528 | 22,796 | 1.71% | 1.61% | 221 | +29,731 | 20.97% | Q1 2026 | May 15, 2026 |
| Presper Financial Architects, LLC | History | Added to | 170,929 | 22,716 | 13.5% | 13.7% | 222 | +2,640 | 1.57% | Q1 2026 | Apr 29, 2026 |
| DAIDO LIFE INSURANCE CO | History | No change | 170,556 | 22,667 | 3.34% | 3.45% | 223 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 169,698 | 22,480 | 0.01% | 0.02% | 224 | -104,842 | -38.19% | Q1 2026 | Apr 30, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 163,405 | 22,350 | 11.84% | 14.72% | 225 | -16,959 | -9.4% | Q1 2026 | Apr 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 167,641 | 22,279 | 0.09% | — | 226 | +167,641 | New | Q1 2026 | May 12, 2026 |
| J. Goldman & Co LP | History | Reduced | 166,160 | 22,082 | 0.64% | 0.82% | 227 | -51,064 | -23.51% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 166,122 | 22,078 | 0.22% | 0.28% | 228 | -9,833 | -5.59% | Q1 2026 | May 12, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 164,423 | 21,851 | 0.58% | 0.62% | 229 | -3,298 | -1.97% | Q1 2026 | May 01, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 164,251 | 21,838 | 0.13% | 0.14% | 230 | +4,906 | 3.08% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 163,656 | 21,749 | 0.06% | 0.08% | 231 | -50,241 | -23.49% | Q1 2026 | May 08, 2026 |
| Cercano Management LLC | History | Added to | 162,055 | 21,537 | 0.93% | 0.54% | 232 | +63,607 | 64.61% | Q1 2026 | May 13, 2026 |
| TradeWell Securities, LLC. | History | Reduced | 158,495 | 21,087 | 8.89% | 8.99% | 233 | -1,894 | -1.18% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 158,100 | 21,011 | 0.24% | 0.32% | 234 | -37,703 | -19.26% | Q1 2026 | Apr 28, 2026 |
| Spire Wealth Management | History | Reduced | 156,938 | 20,857 | 0.71% | 0.79% | 235 | -7,025 | -4.28% | Q1 2026 | Apr 22, 2026 |
| NewSquare Capital LLC | History | Added to | 155,960 | 20,727 | 1.8% | 1.94% | 236 | +3,478 | 2.28% | Q1 2026 | May 08, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 155,303 | 20,639 | 0.03% | 0.04% | 237 | -35,422 | -18.57% | Q1 2026 | May 14, 2026 |
| Midwest Trust Co | History | Reduced | 154,972 | 20,595 | 0.26% | 0.28% | 238 | -477 | -0.31% | Q1 2026 | May 01, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 154,709 | 20,560 | 0.66% | 0.41% | 239 | -8,958 | -5.47% | Q1 2026 | Apr 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 152,731 | 20,297 | 1.05% | 1.13% | 240 | +3,004 | 2.01% | Q1 2026 | Apr 15, 2026 |
| Sequent Asset Management, LLC | History | No change | 140,391 | 20,212 | 8.98% | 8.98% | 241 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | Reduced | 151,974 | 20,197 | 0.08% | 0.09% | 242 | -2,213 | -1.44% | Q1 2026 | May 14, 2026 |
| Independence Wealth Advisors, LLC | History | Added to | 148,307 | 19,709 | 10.51% | 11.19% | 243 | +10,104 | 7.31% | Q1 2026 | Apr 20, 2026 |
| Mendel Capital Management LLC | History | New | 148,197 | 19,695 | 9.9% | — | 244 | +148,197 | New | Q1 2026 | Apr 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 145,335 | 19,315 | 0.92% | 0.92% | 245 | +6,019 | 4.32% | Q1 2026 | May 18, 2026 |
| Merit Financial Group, LLC | History | Added to | 144,123 | 19,154 | 0.14% | 0.14% | 246 | +23,733 | 19.71% | Q1 2026 | Apr 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 143,770 | 19,107 | 0.45% | 0.49% | 247 | -8,467 | -5.56% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 131,938 | 18,995 | 0.01% | 0.0% | 248 | +60,028 | 83.48% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 141,266 | 18,774 | 0.05% | 0.01% | 249 | +124,143 | 725.01% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 140,408 | 18,660 | 0.02% | 0.03% | 250 | -38,692 | -21.6% | Q1 2026 | May 15, 2026 |
| Socha Financial Group, LLC | History | Added to | 140,285 | 18,643 | 9.46% | 9.58% | 251 | +3,868 | 2.84% | Q1 2026 | Apr 30, 2026 |
| Flagship Capital Management Inc. | History | Reduced | 140,134 | 18,623 | 13.69% | 14.47% | 252 | -1,946 | -1.37% | Q1 2026 | Apr 21, 2026 |
| Circle Wealth Management, LLC | History | Added to | 139,159 | 18,494 | 0.26% | 0.3% | 253 | +2,569 | 1.88% | Q1 2026 | May 11, 2026 |
| Bonfire Financial | History | Added to | 138,956 | 18,467 | 13.9% | 14.58% | 254 | +3,361 | 2.48% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 136,052 | 18,354 | 0.17% | 0.15% | 255 | +39,934 | 41.55% | Q1 2026 | Apr 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 137,001 | 18,207 | 0.07% | 0.07% | 256 | -2,723 | -1.95% | Q1 2026 | Apr 24, 2026 |
| Verition Fund Management LLC | History | New | 136,240 | 18,106 | 0.12% | — | 257 | +136,240 | New | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 136,188 | 18,099 | 0.3% | 0.38% | 258 | +54 | 0.04% | Q1 2026 | May 18, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 136,016 | 18,076 | 0.65% | 0.72% | 259 | -8,051 | -5.59% | Q1 2026 | Apr 14, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 135,870 | 18,057 | 0.09% | 0.94% | 260 | -1,248,150 | -90.18% | Q1 2026 | May 14, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 135,799 | 18,047 | 0.72% | 0.76% | 261 | -557 | -0.41% | Q1 2026 | May 01, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 134,931 | 17,932 | 0.55% | 0.37% | 262 | +57,040 | 73.23% | Q1 2026 | May 05, 2026 |
| NorthRock Partners, LLC | History | Added to | 134,002 | 17,808 | 0.29% | 0.3% | 263 | +8,567 | 6.83% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 133,598 | 17,755 | 0.8% | 0.86% | 264 | -1,750 | -1.29% | Q1 2026 | Apr 21, 2026 |
| TCP Asset Management, LLC | History | Reduced | 132,022 | 17,545 | 2.26% | 3.83% | 265 | -25,822 | -16.36% | Q1 2026 | Apr 10, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 131,150 | 17,429 | 1.66% | 1.7% | 266 | +7,930 | 6.44% | Q1 2026 | Apr 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 130,977 | 17,407 | 0.32% | 0.46% | 267 | -35,534 | -21.34% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 129,822 | 17,253 | 0.09% | 0.09% | 268 | +36,198 | 38.66% | Q1 2026 | May 15, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 129,770 | 17,246 | 8.72% | 5.07% | 269 | +70,128 | 117.58% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 129,558 | 17,218 | 0.07% | 0.08% | 270 | -2,233 | -1.69% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 129,252 | 17,177 | 0.0% | 0.01% | 271 | -42,691 | -24.83% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 128,992 | 17,143 | 0.24% | 0.27% | 272 | -4,217 | -3.17% | Q1 2026 | Apr 08, 2026 |
| CX Institutional | History | Added to | 127,378 | 16,929 | 0.52% | 0.53% | 273 | +4,945 | 4.04% | Q1 2026 | Apr 06, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 126,997 | 16,877 | 2.37% | 2.5% | 274 | +1,686 | 1.35% | Q1 2026 | Apr 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 126,685 | 16,836 | 0.65% | 0.7% | 275 | -4,188 | -3.2% | Q1 2026 | May 12, 2026 |
| Keystone Global Partners, LLC | History | Added to | 126,602 | 16,825 | 7.47% | 4.68% | 276 | +52,628 | 71.14% | Q1 2026 | Apr 24, 2026 |
| Convergence Financial, LLC | History | Reduced | 122,308 | 16,487 | 1.75% | 2.6% | 277 | -1,460 | -1.18% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 123,083 | 16,357 | 0.2% | 0.34% | 278 | -41,411 | -25.17% | Q1 2026 | Apr 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 100,781 | 16,331 | 0.21% | 0.19% | 279 | +1 | 0.0% | Q1 2026 | May 06, 2026 |
| ROCKLAND TRUST CO | History | Added to | 122,673 | 16,303 | 0.65% | 0.55% | 280 | +24,914 | 25.49% | Q1 2026 | Apr 16, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 122,485 | 16,278 | 0.9% | 1.0% | 281 | -915 | -0.74% | Q1 2026 | Apr 30, 2026 |
| Summit Financial, LLC | History | Added to | 122,339 | 16,258 | 0.21% | 0.2% | 282 | +26,658 | 27.86% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 121,996 | 16,213 | 0.11% | 0.08% | 283 | +16,217 | 15.33% | Q1 2026 | May 07, 2026 |
| M&T BANK CORP | History | Reduced | 120,995 | 16,080 | 0.06% | 0.06% | 284 | -11,106 | -8.41% | Q1 2026 | May 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 120,949 | 16,074 | 0.54% | 0.58% | 285 | -2,381 | -1.93% | Q1 2026 | May 14, 2026 |
| Cooksen Wealth, LLC | History | Added to | 120,902 | 16,067 | 11.67% | 11.86% | 286 | +8,266 | 7.34% | Q1 2026 | Apr 30, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 120,704 | 16,042 | 0.49% | 0.48% | 287 | +7,100 | 6.25% | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 120,337 | 15,992 | 1.03% | 1.15% | 288 | -1,366 | -1.12% | Q1 2026 | Apr 15, 2026 |
| Simmons Bank | History | Reduced | 118,292 | 15,721 | 1.05% | 1.22% | 289 | -8,085 | -6.4% | Q1 2026 | Apr 23, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 118,151 | 15,702 | 7.49% | 7.5% | 290 | -1,798 | -1.5% | Q1 2026 | Apr 28, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 117,747 | 15,648 | 4.27% | 4.55% | 291 | -1,795 | -1.5% | Q1 2026 | May 13, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 107,866 | 15,529 | 3.29% | 3.29% | 292 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 116,593 | 15,495 | 0.09% | 0.1% | 293 | -3,056 | -2.55% | Q1 2026 | Apr 30, 2026 |
| Modern Wealth Management, LLC | History | Added to | 114,325 | 15,423 | 0.26% | 0.29% | 294 | +4,037 | 3.66% | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 115,459 | 15,344 | 1.75% | 2.02% | 295 | -10,327 | -8.21% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 113,857 | 15,131 | 0.55% | 0.65% | 296 | +15,926 | 16.26% | Q1 2026 | May 19, 2026 |
| Parkside Investments, LLC | History | Added to | 113,469 | 15,080 | 1.83% | 1.96% | 297 | +5,739 | 5.33% | Q1 2026 | Apr 08, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 111,694 | 14,844 | 1.6% | 1.72% | 298 | -717 | -0.64% | Q1 2026 | Apr 22, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 110,797 | 14,724 | 1.23% | 1.31% | 299 | -2,089 | -1.85% | Q1 2026 | Apr 21, 2026 |
| Fiduciary Planning LLC | History | Added to | 109,782 | 14,589 | 4.41% | 4.42% | 300 | +8,715 | 8.62% | Q1 2026 | Apr 27, 2026 |
| Mutual Advisors, LLC | History | Reduced | 108,271 | 14,389 | 0.31% | 0.36% | 301 | -9,168 | -7.81% | Q1 2026 | May 01, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 107,569 | 14,295 | 0.66% | 0.76% | 302 | -7,413 | -6.45% | Q1 2026 | Apr 29, 2026 |
| ALLIANZ SE | History | New | 107,309 | 14,261 | 0.16% | — | 303 | +107,309 | New | Q1 2026 | May 11, 2026 |
| Elite Financial, Inc. | History | Added to | 107,282 | 14,257 | 6.39% | 6.99% | 304 | +508 | 0.48% | Q1 2026 | May 12, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 107,012 | 14,221 | 1.13% | 1.26% | 305 | -5,346 | -4.76% | Q1 2026 | Apr 09, 2026 |
| State of Tennessee, Department of Treasury | History | New | 106,453 | 14,147 | 0.05% | — | 306 | +106,453 | New | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 105,376 | 14,004 | 0.01% | 0.01% | 307 | +631 | 0.6% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 103,862 | 13,803 | 0.17% | 0.07% | 309 | +64,629 | 164.73% | Q1 2026 | May 11, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Reduced | 103,862 | 13,803 | 0.02% | 0.03% | 308 | -33,062 | -24.15% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 103,492 | 13,753 | 0.5% | 0.45% | 310 | +17,907 | 20.92% | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 103,177 | 13,712 | 1.17% | 1.09% | 311 | +12,572 | 13.88% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 103,141 | 13,707 | 0.06% | 0.04% | 312 | +18,365 | 21.66% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 103,000 | 13,688 | 0.01% | 0.02% | 313 | -36,200 | -26.01% | Q1 2026 | May 11, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Reduced | 102,898 | 13,675 | 2.17% | 2.4% | 314 | -4,040 | -3.78% | Q1 2026 | May 04, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 102,792 | 13,661 | 0.11% | 0.11% | 315 | +11,629 | 12.76% | Q1 2026 | May 01, 2026 |
| Legacy Advisors, LLC | History | Reduced | 102,678 | 13,645 | 1.61% | 1.59% | 316 | -118 | -0.11% | Q1 2026 | May 05, 2026 |
| Fox Financial, Inc | History | Reduced | 101,936 | 13,547 | 11.06% | 11.74% | 317 | -380 | -0.37% | Q1 2026 | May 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 101,585 | 13,500 | 0.16% | 0.18% | 318 | -951 | -0.93% | Q1 2026 | May 08, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 101,046 | 13,429 | 0.02% | 0.01% | 319 | +53,187 | 111.13% | Q1 2026 | May 15, 2026 |
| LightSquare Wealth Management, LLC | History | New | 100,723 | 13,386 | 10.03% | — | 320 | +100,723 | New | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 100,049 | 13,296 | 0.08% | 0.09% | 321 | -263 | -0.26% | Q1 2026 | May 05, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 99,970 | 13,286 | 0.91% | 1.25% | 322 | -9,579 | -8.74% | Q1 2026 | Apr 17, 2026 |
| Tamar Securities, LLC | History | Added to | 98,832 | 13,134 | 1.41% | 1.44% | 323 | +3,884 | 4.09% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 98,806 | 13,131 | 0.42% | 0.44% | 324 | +7,681 | 8.43% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 97,751 | 12,991 | 0.57% | 0.29% | 325 | +55,457 | 131.12% | Q1 2026 | Apr 28, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 97,025 | 12,894 | 4.89% | 5.05% | 326 | +908 | 0.94% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Reduced | 97,010 | 12,892 | 0.36% | 0.43% | 327 | -13,738 | -12.4% | Q1 2026 | May 04, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 88,424 | 12,730 | 0.06% | 0.06% | 328 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INNEALTA CAPITAL, LLC | History | Reduced | 95,278 | 12,662 | 7.87% | 9.86% | 329 | -31,300 | -24.73% | Q1 2026 | May 04, 2026 |
| Visionary Wealth Advisors | History | Reduced | 93,834 | 12,470 | 0.55% | 0.73% | 330 | -19,233 | -17.01% | Q1 2026 | May 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 93,819 | 12,468 | 1.37% | 1.46% | 331 | +404 | 0.43% | Q1 2026 | Apr 16, 2026 |
| BANK HAPOALIM BM | History | Reduced | 93,303 | 12,400 | 1.9% | 1.2% | 332 | -2,641 | -2.75% | Q1 2026 | May 04, 2026 |
| ARS Investment Partners, LLC | History | Added to | 92,936 | 12,351 | 0.64% | 0.77% | 333 | +1,409 | 1.54% | Q1 2026 | Apr 16, 2026 |
| STEPHENS INC /AR/ | History | Added to | 92,715 | 12,321 | 0.15% | 0.16% | 334 | +896 | 0.98% | Q1 2026 | Apr 28, 2026 |
| Welch Financial Planning, LLC | History | Added to | 92,376 | 12,276 | 8.83% | 8.98% | 335 | +6,743 | 7.87% | Q1 2026 | Apr 21, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 95,195 | 12,186 | 0.59% | 0.57% | 336 | +19,739 | 26.16% | Q1 2026 | May 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 91,237 | 12,125 | 0.7% | 1.29% | 337 | -69,726 | -43.32% | Q1 2026 | Apr 20, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 91,108 | 12,108 | 0.64% | 1.11% | 338 | -83,305 | -47.76% | Q1 2026 | Apr 28, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 88,777 | 11,798 | 0.8% | 0.87% | 339 | -814 | -0.91% | Q1 2026 | May 06, 2026 |
| Attessa Capital LLC | History | Added to | 88,317 | 11,737 | 6.38% | 6.74% | 340 | +2,697 | 3.15% | Q1 2026 | Apr 07, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 87,910 | 11,683 | 0.83% | 0.86% | 341 | +7,836 | 9.79% | Q1 2026 | May 14, 2026 |
| Encompass More Asset Management | History | Reduced | 87,135 | 11,580 | 1.94% | 2.47% | 342 | -5,807 | -6.25% | Q1 2026 | Apr 28, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 90,573 | 11,548 | 0.73% | 0.5% | 343 | +14,704 | 19.38% | Q1 2026 | Apr 24, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 86,870 | 11,544 | 0.16% | 0.2% | 344 | +2,080 | 2.45% | Q1 2026 | May 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 86,133 | 11,447 | 0.14% | 0.15% | 345 | -18 | -0.02% | Q1 2026 | Apr 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 85,853 | 11,409 | 0.37% | 0.39% | 346 | +2,552 | 3.06% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 84,532 | 11,404 | 0.02% | 0.02% | 347 | +7,520 | 9.76% | Q1 2026 | May 05, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 85,659 | 11,384 | 1.12% | 1.23% | 348 | +197 | 0.23% | Q1 2026 | Apr 27, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 85,639 | 11,381 | 1.08% | 1.15% | 349 | -685 | -0.79% | Q1 2026 | May 11, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 85,557 | 11,370 | 0.26% | 0.18% | 350 | +32,295 | 60.63% | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 85,103 | 11,310 | 0.43% | 0.42% | 352 | -3,195 | -3.62% | Q1 2026 | Apr 21, 2026 |
| TSFG, LLC | History | Added to | 85,104 | 11,310 | 1.72% | 1.82% | 351 | +562 | 0.66% | Q1 2026 | Apr 27, 2026 |
| Caption Management, LLC | History | New | 85,000 | 11,296 | 0.07% | — | 353 | +85,000 | New | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 78,119 | 11,246 | 0.02% | 0.02% | 354 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 83,582 | 11,108 | 0.41% | 0.45% | 355 | -568 | -0.67% | Q1 2026 | Apr 20, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 83,575 | 11,107 | 0.9% | 0.8% | 356 | +11,688 | 16.26% | Q1 2026 | Apr 28, 2026 |
| United Bank | History | Added to | 83,404 | 11,084 | 3.69% | 3.91% | 357 | +3,297 | 4.12% | Q1 2026 | May 01, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 69,147 | 11,002 | 0.2% | 0.32% | 358 | +21,711 | 45.77% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 76,155 | 10,964 | 0.19% | 0.19% | 359 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PEAK6 LLC | History | Reduced | 81,500 | 10,831 | 0.03% | 0.07% | 360 | -194,600 | -70.48% | Q1 2026 | May 13, 2026 |
| Keel Point, LLC | History | No change | 74,925 | 10,787 | 0.65% | 0.65% | 361 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 80,648 | 10,718 | 1.17% | 1.27% | 362 | -1,583 | -1.93% | Q1 2026 | Apr 23, 2026 |
| Chesapeake Wealth Management | History | Reduced | 80,101 | 10,645 | 3.27% | 3.49% | 363 | -1,378 | -1.69% | Q1 2026 | May 18, 2026 |
| CIBC Bancorp USA Inc. | History | New | 80,036 | 10,636 | 0.01% | — | 364 | +80,036 | New | Q1 2026 | May 12, 2026 |
| Clarus Wealth Advisors | History | Added to | 77,237 | 10,614 | 4.53% | 4.38% | 365 | +5,039 | 6.98% | Q1 2026 | Apr 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 79,636 | 10,583 | 0.26% | 0.29% | 366 | -2,436 | -2.97% | Q1 2026 | Apr 29, 2026 |
| World Investment Advisors | History | Reduced | 79,213 | 10,527 | 0.17% | 0.19% | 367 | -1,874 | -2.31% | Q1 2026 | Apr 27, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 79,154 | 10,519 | 0.17% | 0.17% | 368 | +21,302 | 36.82% | Q1 2026 | Apr 21, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 79,097 | 10,512 | 0.0% | 0.0% | 369 | -2,001 | -2.47% | Q1 2026 | May 05, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 67,658 | 10,466 | 0.67% | 0.72% | 370 | -5,873 | -7.99% | Q1 2026 | Apr 22, 2026 |
| Sepio Capital, LP | History | Reduced | 78,333 | 10,410 | 0.57% | 0.74% | 371 | -16,189 | -17.13% | Q1 2026 | May 13, 2026 |
| Volterra Technologies LP | History | Reduced | 77,731 | 10,330 | 1.26% | 1.38% | 372 | -17,067 | -18.0% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | Added to | 77,614 | 10,314 | 1.7% | 1.7% | 373 | +1,517 | 1.99% | Q1 2026 | May 05, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 77,531 | 10,303 | 3.21% | 3.66% | 374 | -4,350 | -5.31% | Q1 2026 | May 01, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 71,221 | 10,254 | 2.72% | 2.72% | 375 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 76,847 | 10,213 | 5.58% | 5.37% | 376 | -45 | -0.06% | Q1 2026 | Apr 20, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 76,316 | 10,142 | 1.12% | 1.23% | 377 | +2,718 | 3.69% | Q1 2026 | Apr 13, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 75,647 | 10,053 | 0.04% | 0.04% | 378 | +1,304 | 1.75% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 75,046 | 9,973 | 0.15% | 0.15% | 379 | +23,575 | 45.8% | Q1 2026 | May 15, 2026 |
| Sequent Planning LLC | History | Added to | 74,999 | 9,967 | 2.41% | 2.51% | 380 | +6,620 | 9.68% | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | Added to | 74,340 | 9,879 | 0.09% | 0.09% | 381 | +25,937 | 53.59% | Q1 2026 | May 06, 2026 |
| Roundview Capital LLC | History | Added to | 74,058 | 9,842 | 0.61% | 0.63% | 382 | +3,241 | 4.58% | Q1 2026 | May 08, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 73,952 | 9,828 | 0.96% | 1.06% | 383 | -2,981 | -3.87% | Q1 2026 | Apr 30, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 73,855 | 9,815 | 1.03% | 1.37% | 384 | -13,634 | -15.58% | Q1 2026 | May 04, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 72,306 | 9,739 | 0.52% | 0.53% | 385 | -7,530 | -9.43% | Q1 2026 | May 12, 2026 |
| Rothschild Capital Partners, LLC | History | Reduced | 73,082 | 9,712 | 2.38% | 4.8% | 386 | -68,903 | -48.53% | Q1 2026 | May 15, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 72,898 | 9,688 | 2.2% | 2.38% | 387 | -468 | -0.64% | Q1 2026 | Apr 15, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 72,777 | 9,672 | 0.97% | 1.11% | 388 | -3,464 | -4.54% | Q1 2026 | Apr 30, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 72,775 | 9,671 | 1.08% | 0.99% | 389 | +12,984 | 21.72% | Q1 2026 | Apr 10, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 71,788 | 9,540 | 3.78% | 4.2% | 390 | -3,182 | -4.24% | Q1 2026 | May 14, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Added to | 71,746 | 9,535 | 3.7% | 2.73% | 391 | +23,392 | 48.38% | Q1 2026 | Apr 08, 2026 |
| MontVue Capital Management, Inc. | History | Added to | 71,280 | 9,473 | 6.46% | 6.71% | 392 | +1,213 | 1.73% | Q1 2026 | Apr 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 71,118 | 9,451 | 0.05% | 0.04% | 393 | -13,571 | -16.02% | Q1 2026 | Apr 29, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 70,860 | 9,417 | 0.35% | 0.28% | 394 | +19,222 | 37.22% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 70,624 | 9,385 | 0.24% | 0.33% | 395 | -18,231 | -20.52% | Q1 2026 | Apr 07, 2026 |
| Markin Asset Management, LP | History | Added to | 70,488 | 9,367 | 10.28% | 9.75% | 396 | +8,900 | 14.45% | Q1 2026 | May 15, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 70,459 | 9,364 | 3.89% | 3.8% | 397 | +7,170 | 11.33% | Q1 2026 | Apr 23, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 70,273 | 9,339 | 0.99% | 1.16% | 398 | -4,562 | -6.1% | Q1 2026 | May 06, 2026 |
| Eversept Partners, LP | History | New | 70,000 | 9,303 | 0.49% | — | 399 | +70,000 | New | Q1 2026 | May 15, 2026 |
| ES4, LLC | History | Added to | 69,781 | 9,273 | 5.99% | 4.62% | 400 | +23,261 | 50.0% | Q1 2026 | Apr 29, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 64,987 | 9,232 | 4.14% | 4.27% | 401 | -94 | -0.14% | Q1 2026 | Apr 13, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 69,398 | 9,223 | 1.69% | 1.86% | 402 | -2,507 | -3.49% | Q1 2026 | Apr 30, 2026 |
| Fiduciary Group, LLC | History | Added to | 69,234 | 9,201 | 0.79% | 0.79% | 403 | +3,732 | 5.7% | Q1 2026 | May 11, 2026 |
| Narus Financial Partners, LLC | History | Added to | 68,789 | 9,142 | 2.4% | 2.59% | 404 | +3,495 | 5.35% | Q1 2026 | Apr 21, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 68,674 | 9,126 | 0.18% | 0.19% | 405 | -120 | -0.17% | Q1 2026 | May 12, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 68,492 | 9,102 | 1.8% | 1.94% | 406 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 68,385 | 9,088 | 1.74% | 1.84% | 407 | +1,424 | 2.13% | Q1 2026 | May 01, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 68,091 | 9,049 | 0.34% | 0.35% | 408 | +2,851 | 4.37% | Q1 2026 | Apr 16, 2026 |
| Zullo Investment Group, Inc. | History | Added to | 68,080 | 9,047 | 3.43% | 3.44% | 409 | +2,715 | 4.15% | Q1 2026 | Apr 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 67,503 | 8,971 | 1.29% | 1.51% | 410 | -4,053 | -5.66% | Q1 2026 | May 13, 2026 |
| Polianta Ltd | History | New | 67,500 | 8,970 | 1.19% | — | 411 | +67,500 | New | Q1 2026 | Apr 16, 2026 |
| Thoma Capital Management LLC | History | Reduced | 66,461 | 8,832 | 5.22% | 5.69% | 412 | -2,113 | -3.08% | Q1 2026 | Apr 20, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Reduced | 66,464 | 8,832 | 8.45% | 8.97% | 413 | -50 | -0.08% | Q1 2026 | Apr 14, 2026 |
| Sage Capital Management, LLC | History | Reduced | 66,412 | 8,828 | 4.15% | 4.42% | 414 | -12 | -0.02% | Q1 2026 | Apr 15, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 66,256 | 8,805 | 0.3% | 0.32% | 415 | +2 | 0.0% | Q1 2026 | May 06, 2026 |
| HB Wealth Management, LLC | History | Reduced | 66,095 | 8,784 | 0.06% | 0.06% | 416 | -477 | -0.72% | Q1 2026 | Apr 27, 2026 |
| Capital Planning LLC | History | Added to | 65,966 | 8,766 | 2.85% | 2.43% | 417 | +5,830 | 9.69% | Q1 2026 | Apr 29, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 65,900 | 8,758 | 0.62% | 0.67% | 418 | -1,704 | -2.52% | Q1 2026 | Apr 28, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 65,840 | 8,750 | 0.94% | 0.98% | 419 | -1,355 | -2.02% | Q1 2026 | Apr 21, 2026 |
| MidFirst Bank | History | Reduced | 65,538 | 8,710 | 0.72% | 0.78% | 421 | -2,866 | -4.19% | Q1 2026 | May 15, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 65,542 | 8,710 | 2.09% | 2.3% | 420 | -108 | -0.16% | Q1 2026 | Apr 20, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 60,325 | 8,684 | 0.4% | 0.4% | 422 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pachira Investments Inc. | History | Added to | 65,301 | 8,678 | 4.05% | 4.07% | 423 | +7,223 | 12.44% | Q1 2026 | Apr 27, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 65,161 | 8,659 | 2.01% | 2.32% | 424 | -2,793 | -4.11% | Q1 2026 | Apr 07, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 65,111 | 8,653 | 2.17% | 2.46% | 425 | -1,018 | -1.54% | Q1 2026 | May 07, 2026 |
| CacheTech Inc. | History | Added to | 64,755 | 8,605 | 1.66% | 1.68% | 426 | +1,657 | 2.63% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 64,740 | 8,603 | 0.18% | 0.2% | 427 | +4,080 | 6.73% | Q1 2026 | Apr 13, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 64,321 | 8,548 | 1.74% | 1.84% | 428 | -452 | -0.7% | Q1 2026 | Apr 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 63,559 | 8,447 | 0.25% | 0.26% | 429 | +2,238 | 3.65% | Q1 2026 | Apr 21, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 63,463 | 8,434 | 0.01% | 0.01% | 430 | -191 | -0.3% | Q1 2026 | May 13, 2026 |
| L. Roy Papp & Associates, LLP | History | Added to | 63,362 | 8,420 | 0.97% | 0.99% | 431 | +1,260 | 2.03% | Q1 2026 | Apr 14, 2026 |
| Trust Co | History | Reduced | 63,158 | 8,393 | 0.79% | 0.91% | 432 | -3,924 | -5.85% | Q1 2026 | Apr 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 62,529 | 8,310 | 0.22% | 0.25% | 433 | -5,275 | -7.78% | Q1 2026 | May 14, 2026 |
| Loudon Investment Management, LLC | History | Reduced | 62,432 | 8,297 | 4.47% | 5.04% | 434 | -4,614 | -6.88% | Q1 2026 | May 11, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 62,088 | 8,251 | 0.27% | 0.32% | 435 | -8,571 | -12.13% | Q1 2026 | Apr 30, 2026 |
| Centennial Bank/AR/ | History | Added to | 61,855 | 8,220 | 2.95% | 3.37% | 436 | +2,930 | 4.97% | Q1 2026 | May 06, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 61,800 | 8,213 | 3.63% | 3.82% | 437 | +3,482 | 5.97% | Q1 2026 | Apr 15, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 61,160 | 8,128 | 0.18% | 0.2% | 438 | -442 | -0.72% | Q1 2026 | May 12, 2026 |
| Snider Financial Group | History | Reduced | 60,969 | 8,102 | 2.44% | 2.36% | 439 | -562 | -0.91% | Q1 2026 | Apr 15, 2026 |
| Concord Investment Counsel Inc. | History | Reduced | 60,603 | 8,054 | 2.71% | 2.86% | 440 | -595 | -0.97% | Q1 2026 | May 12, 2026 |
| Curat Global, LLC | History | Added to | 61,071 | 8,045 | 7.92% | 8.58% | 441 | +7,413 | 13.82% | Q1 2026 | Apr 21, 2026 |
| Crews Bank & Trust | History | Reduced | 60,424 | 8,030 | 1.16% | 1.26% | 442 | -930 | -1.52% | Q1 2026 | May 13, 2026 |
| Adams Wealth Management | History | Added to | 59,902 | 7,960 | 1.75% | 1.82% | 443 | +698 | 1.18% | Q1 2026 | May 11, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 59,374 | 7,897 | 0.67% | 0.78% | 444 | -5,210 | -8.07% | Q1 2026 | May 05, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 59,145 | 7,860 | 0.05% | 0.06% | 445 | -7,655 | -11.46% | Q1 2026 | May 05, 2026 |
| Fiera Capital Corp | History | Reduced | 58,888 | 7,826 | 0.03% | 0.04% | 446 | -28,031 | -32.25% | Q1 2026 | May 12, 2026 |
| Massachusetts Wealth Management | History | Reduced | 58,838 | 7,819 | 3.39% | 5.66% | 447 | -25,658 | -30.37% | Q1 2026 | Apr 15, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 58,824 | 7,817 | 0.12% | 0.13% | 448 | -4,804 | -7.55% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 58,570 | 7,783 | 0.01% | 0.08% | 449 | -301,090 | -83.72% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 58,115 | 7,723 | 0.15% | 0.19% | 450 | -8,380 | -12.6% | Q1 2026 | Apr 14, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 57,835 | 7,686 | 1.63% | 1.82% | 451 | -4,976 | -7.92% | Q1 2026 | Apr 15, 2026 |
| Colony Family Offices, LLC | History | Reduced | 57,792 | 7,680 | 1.89% | 2.13% | 452 | -1,390 | -2.35% | Q1 2026 | Apr 21, 2026 |
| Round Rock Advisors LLC | History | Reduced | 57,712 | 7,669 | 1.17% | 1.29% | 453 | -1,703 | -2.87% | Q1 2026 | May 15, 2026 |
| Serenus Wealth Advisors, LLC | History | Reduced | 57,708 | 7,669 | 1.53% | 1.64% | 454 | -1,285 | -2.18% | Q1 2026 | Apr 27, 2026 |
| Regal Investment Advisors LLC | History | Added to | 57,411 | 7,629 | 0.44% | 0.48% | 455 | +1,445 | 2.58% | Q1 2026 | May 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 57,364 | 7,623 | 0.86% | 0.94% | 456 | -2,115 | -3.56% | Q1 2026 | Apr 24, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 57,156 | 7,596 | 0.72% | 0.82% | 457 | -3,282 | -5.43% | Q1 2026 | Apr 17, 2026 |
| Sherman Asset Management, Inc. | History | Reduced | 56,505 | 7,509 | 6.91% | 6.91% | 458 | -165 | -0.29% | Q1 2026 | May 05, 2026 |
| Boltwood Capital Management | History | Added to | 56,181 | 7,466 | 1.9% | 2.03% | 459 | +2,083 | 3.85% | Q1 2026 | Apr 07, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Reduced | 56,098 | 7,456 | 0.29% | 0.31% | 460 | -1,988 | -3.42% | Q1 2026 | May 12, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 58,347 | 7,439 | 0.1% | 0.01% | 461 | +50,573 | 650.54% | Q1 2026 | Apr 22, 2026 |
| Ring Mountain Capital, LLC | History | Added to | 55,934 | 7,434 | 4.07% | 4.13% | 462 | +637 | 1.15% | Q1 2026 | Apr 30, 2026 |
| GR FINANCIAL GROUP, LLC | History | Reduced | 55,868 | 7,424 | 2.46% | 2.34% | 463 | -16,610 | -22.92% | Q1 2026 | May 11, 2026 |
| McCollum Christoferson Group LLC | History | New | 55,806 | 7,416 | 2.23% | — | 464 | +55,806 | New | Q1 2026 | Apr 10, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 42,192 | 7,405 | 0.73% | 0.76% | 465 | +2,345 | 5.89% | Q1 2026 | May 12, 2026 |
| NWAM LLC | History | Reduced | 55,394 | 7,361 | 0.42% | 0.47% | 466 | -2,453 | -4.24% | Q1 2026 | May 04, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 55,157 | 7,330 | 0.83% | 0.9% | 467 | +247 | 0.45% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 54,552 | 7,250 | 0.28% | 0.48% | 468 | +24,617 | 82.23% | Q1 2026 | May 15, 2026 |
| Lake Hills Wealth Management, LLC | History | New | 54,369 | 7,225 | 4.04% | — | 469 | +54,369 | New | Q1 2026 | Apr 10, 2026 |
| Geremia Financial Services, LLC | History | Added to | 54,238 | 7,208 | 5.87% | 6.39% | 470 | +415 | 0.77% | Q1 2026 | Apr 27, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 54,152 | 7,196 | 0.46% | 0.48% | 471 | -440 | -0.81% | Q1 2026 | May 14, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 54,041 | 7,182 | 1.55% | 1.02% | 472 | +21,339 | 65.25% | Q1 2026 | May 12, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 53,959 | 7,171 | 0.82% | 0.85% | 473 | +846 | 1.59% | Q1 2026 | Apr 17, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 53,393 | 7,095 | 0.17% | 0.17% | 474 | +1,764 | 3.42% | Q1 2026 | May 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 53,142 | 7,062 | 0.32% | 0.42% | 475 | +480 | 0.91% | Q1 2026 | Apr 15, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 52,537 | 6,982 | 1.67% | 2.71% | 476 | -31,402 | -37.41% | Q1 2026 | Apr 20, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 52,417 | 6,966 | 1.32% | 1.33% | 477 | +315 | 0.6% | Q1 2026 | Apr 29, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 48,945 | 6,953 | 0.51% | 0.51% | 478 | +1,582 | 3.34% | Q1 2026 | Apr 13, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 51,905 | 6,898 | 0.42% | 0.43% | 479 | +1,184 | 2.33% | Q1 2026 | May 01, 2026 |
| Manchester Capital Management LLC | History | Reduced | 51,837 | 6,889 | 0.99% | 1.02% | 480 | -83 | -0.16% | Q1 2026 | May 11, 2026 |
| Up Capital Management, Inc. | History | Reduced | 51,805 | 6,884 | 7.72% | 8.27% | 481 | -12,454 | -19.38% | Q1 2026 | Apr 20, 2026 |
| 10Elms LLP | History | Added to | 50,944 | 6,876 | 4.34% | 5.71% | 482 | +7,696 | 17.8% | Q1 2026 | May 15, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 51,576 | 6,854 | 0.81% | 1.12% | 483 | -13,176 | -20.35% | Q1 2026 | Apr 15, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 51,454 | 6,839 | 1.12% | 0.98% | 484 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Alliance Private Wealth, LLC | History | Reduced | 51,414 | 6,832 | 2.45% | 2.54% | 485 | -73 | -0.14% | Q1 2026 | May 13, 2026 |
| SCS Capital Management LLC | History | Reduced | 51,031 | 6,781 | 0.07% | 0.08% | 486 | -989 | -1.9% | Q1 2026 | May 11, 2026 |
| StoneX Group Inc. | History | Reduced | 50,943 | 6,770 | 0.36% | 0.32% | 487 | -509 | -0.99% | Q1 2026 | May 14, 2026 |
| Symmetry Investments LP | History | Reduced | 50,852 | 6,758 | 0.74% | 0.65% | 488 | -1,188 | -2.28% | Q1 2026 | May 15, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 50,642 | 6,730 | 3.98% | 2.13% | 489 | +29,978 | 145.07% | Q1 2026 | May 01, 2026 |
| Aventus Investment Advisors, Inc. | History | Added to | 50,521 | 6,714 | 5.68% | 5.81% | 490 | +731 | 1.47% | Q1 2026 | Apr 15, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 50,259 | 6,679 | 1.88% | 2.83% | 491 | -11,309 | -18.37% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 50,221 | 6,674 | 0.12% | 0.13% | 492 | -845 | -1.65% | Q1 2026 | Apr 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 49,916 | 6,633 | 0.21% | 0.23% | 493 | +28 | 0.06% | Q1 2026 | Apr 08, 2026 |
| AdvisorShares Investments LLC | History | Added to | 49,799 | 6,618 | 1.21% | 1.09% | 494 | +4,327 | 9.52% | Q1 2026 | Apr 28, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 49,759 | 6,612 | 1.27% | 1.33% | 495 | +1,269 | 2.62% | Q1 2026 | May 15, 2026 |
| WNY Asset Management, LLC | History | New | 49,099 | 6,525 | 0.67% | — | 496 | +49,099 | New | Q1 2026 | May 22, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 48,947 | 6,505 | 1.56% | 2.27% | 497 | -8,961 | -15.47% | Q1 2026 | May 07, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 48,883 | 6,496 | 1.57% | 1.72% | 498 | +1,687 | 3.57% | Q1 2026 | May 11, 2026 |
| Providence First Trust Co | History | Reduced | 48,832 | 6,489 | 2.28% | 3.0% | 499 | -11,380 | -18.9% | Q1 2026 | May 04, 2026 |
| Sharper & Granite LLC | History | Added to | 48,807 | 6,486 | 2.22% | 2.15% | 500 | +6,365 | 15.0% | Q1 2026 | Apr 08, 2026 |
| Concentric Capital Strategies, LP | History | New | 48,684 | 6,470 | 0.55% | — | 501 | +48,684 | New | Q1 2026 | May 15, 2026 |
| Constitution Capital LLC | History | Reduced | 48,584 | 6,456 | 3.23% | 3.38% | 502 | -1,080 | -2.17% | Q1 2026 | Apr 08, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 48,408 | 6,433 | 3.43% | 3.59% | 503 | -73 | -0.15% | Q1 2026 | May 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 48,308 | 6,420 | 0.18% | 0.18% | 504 | -1,677 | -3.36% | Q1 2026 | Apr 27, 2026 |
| Compound Planning, Inc. | History | Reduced | 48,125 | 6,395 | 0.2% | 0.21% | 505 | -1,348 | -2.72% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 47,790 | 6,351 | 0.06% | 0.07% | 506 | -551 | -1.14% | Q1 2026 | May 08, 2026 |
| Legacy Private Trust Co. | History | Added to | 47,457 | 6,307 | 0.39% | 0.28% | 507 | +14,585 | 44.37% | Q1 2026 | Apr 07, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 47,392 | 6,298 | 0.58% | 0.6% | 508 | -2,160 | -4.36% | Q1 2026 | Apr 30, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 47,350 | 6,292 | 0.01% | 0.01% | 509 | +816 | 1.75% | Q1 2026 | May 15, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 47,327 | 6,289 | 1.56% | 1.67% | 510 | +604 | 1.29% | Q1 2026 | Apr 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 47,314 | 6,288 | 0.13% | 0.12% | 511 | +7,960 | 20.23% | Q1 2026 | May 14, 2026 |
| SageGuard Financial Group, LLC | History | Added to | 47,269 | 6,281 | 0.97% | 0.68% | 512 | +17,470 | 58.63% | Q1 2026 | Apr 23, 2026 |
| NewEdge Wealth, LLC | History | Added to | 47,182 | 6,270 | 0.07% | 0.06% | 513 | +10,853 | 29.87% | Q1 2026 | May 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 46,973 | 6,242 | 0.07% | 0.09% | 514 | -6,780 | -12.61% | Q1 2026 | May 05, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 46,948 | 6,239 | 0.78% | 0.54% | 515 | +27,270 | 138.58% | Q1 2026 | May 18, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 46,935 | 6,237 | 0.85% | 0.89% | 516 | +2,534 | 5.71% | Q1 2026 | Apr 23, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 47,059 | 6,229 | 0.04% | 0.72% | 517 | -664,862 | -93.39% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 46,824 | 6,223 | 0.01% | 0.01% | 518 | +406 | 0.87% | Q1 2026 | May 06, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 46,777 | 6,217 | 0.5% | 0.51% | 519 | +1,818 | 4.04% | Q1 2026 | May 15, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 46,778 | 6,216 | 1.22% | 1.47% | 520 | -6,563 | -12.3% | Q1 2026 | May 13, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 46,701 | 6,206 | 3.82% | 4.07% | 521 | -18 | -0.04% | Q1 2026 | Apr 16, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 46,545 | 6,185 | 4.0% | 4.22% | 522 | +1,384 | 3.06% | Q1 2026 | May 08, 2026 |
| C2C Wealth Management, LLC | History | Added to | 46,397 | 6,166 | 5.22% | 5.59% | 523 | +369 | 0.8% | Q1 2026 | Apr 20, 2026 |
| Maven Securities LTD | History | Reduced | 45,716 | 6,074 | 0.12% | 0.43% | 524 | -89,581 | -66.21% | Q1 2026 | May 15, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 45,700 | 6,073 | 0.84% | 0.9% | 525 | -1,789 | -3.77% | Q1 2026 | Apr 09, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Reduced | 45,606 | 6,061 | 3.73% | 3.86% | 526 | -401 | -0.87% | Q1 2026 | May 05, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 45,014 | 5,982 | 3.97% | 4.38% | 527 | -2,871 | -6.0% | Q1 2026 | Apr 21, 2026 |
| BOKF, NA | History | Reduced | 44,982 | 5,978 | 0.09% | 0.11% | 528 | -6,484 | -12.6% | Q1 2026 | May 08, 2026 |
| Glenview Trust Co | History | Added to | 44,908 | 5,968 | 0.09% | 0.1% | 529 | +240 | 0.54% | Q1 2026 | May 08, 2026 |
| BigSur Wealth Management LLC | History | No change | 44,864 | 5,962 | 1.67% | 1.57% | 530 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WealthShield Partners, LLC | History | Reduced | 44,849 | 5,960 | 0.66% | 0.72% | 531 | -578 | -1.27% | Q1 2026 | May 01, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 44,831 | 5,958 | 0.08% | 0.08% | 532 | -219 | -0.49% | Q1 2026 | Apr 21, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | Added to | 46,100 | 5,936 | 6.86% | 6.48% | 533 | +1,300 | 2.9% | Q1 2026 | Apr 30, 2026 |
| Crew Capital Management, Ltd | History | Reduced | 44,501 | 5,914 | 3.92% | 4.13% | 534 | -1,125 | -2.47% | Q1 2026 | Apr 22, 2026 |
| Avior Wealth Management, LLC | History | Added to | 43,925 | 5,837 | 0.17% | 0.17% | 535 | +5,638 | 14.73% | Q1 2026 | Apr 09, 2026 |
| AE Wealth Management LLC | History | Added to | 43,887 | 5,832 | 0.03% | 0.03% | 536 | +10,078 | 29.81% | Q1 2026 | May 13, 2026 |
| One Wealth Map LLC | History | Reduced | 35,930 | 5,816 | 2.73% | 2.69% | 537 | -464 | -1.27% | Q1 2026 | May 04, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Reduced | 43,760 | 5,815 | 3.93% | 4.37% | 538 | -5,140 | -10.51% | Q1 2026 | May 14, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 43,615 | 5,796 | 1.69% | 1.92% | 539 | -1,249 | -2.78% | Q1 2026 | Apr 30, 2026 |
| RiverGlades Family Offices LLC | History | New | 43,545 | 5,787 | 3.4% | — | 540 | +43,545 | New | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 36,571 | 5,781 | 0.13% | 0.13% | 541 | +1,142 | 3.22% | Q1 2026 | May 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 43,502 | 5,781 | 0.32% | 0.36% | 542 | -685 | -1.55% | Q1 2026 | Apr 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 181,880 | 5,771 | 0.27% | 0.13% | 543 | -64,320 | -26.13% | Q1 2026 | May 15, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 43,345 | 5,760 | 3.23% | 3.47% | 544 | -82 | -0.19% | Q1 2026 | Apr 28, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 43,229 | 5,745 | 1.91% | 2.25% | 545 | +335 | 0.78% | Q1 2026 | May 12, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 43,225 | 5,744 | 1.99% | 2.65% | 546 | -7,122 | -14.15% | Q1 2026 | May 04, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 43,178 | 5,738 | 1.39% | 1.56% | 547 | -1,574 | -3.52% | Q1 2026 | May 05, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 43,143 | 5,733 | 0.21% | 0.34% | 548 | -21,773 | -33.54% | Q1 2026 | Apr 28, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 43,023 | 5,717 | 2.04% | 2.29% | 549 | -1,081 | -2.45% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 42,984 | 5,712 | 0.01% | 0.01% | 550 | -1,732 | -3.87% | Q1 2026 | May 14, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 42,973 | 5,711 | 0.61% | 0.65% | 551 | +256 | 0.6% | Q1 2026 | May 13, 2026 |
| American Money Management, LLC | History | Added to | 42,956 | 5,708 | 0.9% | 0.94% | 552 | +1,261 | 3.02% | Q1 2026 | May 11, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Added to | 44,630 | 5,690 | 0.23% | 0.03% | 553 | +40,650 | 1021.36% | Q1 2026 | Apr 27, 2026 |
| Symmetry Partners, LLC | History | Added to | 42,740 | 5,680 | 0.32% | 0.36% | 554 | +483 | 1.14% | Q1 2026 | Apr 27, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 42,682 | 5,672 | 0.94% | 1.03% | 555 | +160 | 0.38% | Q1 2026 | Apr 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 42,539 | 5,653 | 0.12% | 0.12% | 556 | +322 | 0.76% | Q1 2026 | May 15, 2026 |
| Bank of Marin | History | Reduced | 42,528 | 5,651 | 4.12% | 4.24% | 557 | -174 | -0.41% | Q1 2026 | May 14, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Reduced | 42,420 | 5,637 | 1.14% | 1.25% | 558 | -2,416 | -5.39% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 39,114 | 5,631 | 0.11% | 0.11% | 559 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 42,193 | 5,607 | 0.02% | 0.02% | 560 | +593 | 1.43% | Q1 2026 | May 08, 2026 |
| Canton Hathaway, LLC | History | Added to | 42,189 | 5,606 | 1.13% | 1.16% | 561 | +313 | 0.75% | Q1 2026 | Apr 24, 2026 |
| Narwhal Capital Management | History | No change | 42,000 | 5,581 | 0.41% | 0.44% | 562 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 41,837 | 5,560 | 0.74% | 1.08% | 563 | -6,338 | -13.16% | Q1 2026 | Apr 08, 2026 |
| St. Johns Investment Management Company, LLC | History | Added to | 41,776 | 5,552 | 2.34% | 2.41% | 564 | +1,611 | 4.01% | Q1 2026 | Apr 28, 2026 |
| Caprock Group, LLC | History | Reduced | 41,716 | 5,544 | 0.13% | 0.14% | 565 | -3,968 | -8.69% | Q1 2026 | May 11, 2026 |
| RMR Wealth Builders | History | Added to | 41,557 | 5,522 | 0.43% | 0.47% | 566 | +1,109 | 2.74% | Q1 2026 | Apr 22, 2026 |
| Westside Investment Management, Inc. | History | Added to | 41,082 | 5,479 | 0.84% | 0.94% | 567 | +316 | 0.78% | Q1 2026 | May 04, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 41,109 | 5,463 | 0.44% | 0.51% | 568 | -4,884 | -10.62% | Q1 2026 | May 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 41,084 | 5,460 | 0.11% | 0.12% | 569 | -193 | -0.47% | Q1 2026 | May 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 41,063 | 5,457 | 2.64% | 2.72% | 570 | +1,830 | 4.66% | Q1 2026 | May 07, 2026 |
| PeakShares LLC | History | Added to | 40,981 | 5,446 | 5.0% | 5.35% | 571 | +2,899 | 7.61% | Q1 2026 | May 05, 2026 |
| Ballentine Partners, LLC | History | Added to | 40,862 | 5,430 | 0.08% | 0.06% | 572 | +12,966 | 46.48% | Q1 2026 | May 14, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 40,703 | 5,409 | 1.47% | 1.74% | 573 | -2,562 | -5.92% | Q1 2026 | Apr 29, 2026 |
| Jessup Wealth Management, Inc | History | Added to | 40,525 | 5,385 | 1.97% | 1.87% | 574 | +1,172 | 2.98% | Q1 2026 | May 15, 2026 |
| Estate Counselors, LLC | History | Reduced | 40,170 | 5,338 | 0.48% | 1.3% | 575 | -67,405 | -62.66% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 40,178 | 5,337 | 0.07% | 0.07% | 576 | +34 | 0.08% | Q1 2026 | May 12, 2026 |
| Algorithmic Investment Models, LLC | History | Added to | 40,140 | 5,334 | 6.58% | 6.26% | 577 | +4,884 | 13.85% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 40,125 | 5,332 | 0.12% | 0.19% | 578 | -14,527 | -26.58% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 40,056 | 5,323 | 0.06% | 0.08% | 579 | -7,042 | -14.95% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO | History | Added to | 38,766 | 5,302 | 0.06% | 0.06% | 580 | +3,242 | 9.13% | Q1 2026 | Apr 28, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 39,504 | 5,250 | 1.31% | 1.38% | 581 | -344 | -0.86% | Q1 2026 | Apr 28, 2026 |
| Mathes Company, Inc. | History | No change | 39,300 | 5,223 | 1.91% | 2.02% | 582 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IFC Advisors LLC | History | Reduced | 39,078 | 5,193 | 0.74% | 0.88% | 583 | -2,873 | -6.85% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Reduced | 38,991 | 5,181 | 0.06% | 0.11% | 584 | -25,923 | -39.93% | Q1 2026 | Apr 16, 2026 |
| Balance Wealth, LLC | History | Added to | 38,883 | 5,167 | 1.6% | 0.09% | 585 | +36,947 | 1908.42% | Q1 2026 | Apr 20, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 38,818 | 5,158 | 2.96% | 3.15% | 586 | +425 | 1.11% | Q1 2026 | Apr 08, 2026 |
| Savant Capital, LLC | History | Added to | 38,768 | 5,152 | 0.02% | 0.03% | 587 | +2,381 | 6.54% | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 38,131 | 5,143 | 0.36% | 0.37% | 588 | +405 | 1.07% | Q1 2026 | May 01, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 38,652 | 5,136 | 0.19% | 0.25% | 589 | -9,630 | -19.95% | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | Reduced | 38,596 | 5,129 | 0.1% | 0.11% | 590 | -311 | -0.8% | Q1 2026 | Apr 17, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 38,516 | 5,118 | 0.09% | 0.1% | 591 | +172 | 0.45% | Q1 2026 | May 14, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 38,470 | 5,112 | 0.82% | 0.19% | 592 | +30,248 | 367.89% | Q1 2026 | Apr 28, 2026 |
| Asset One Wealth Management LLC | History | Added to | 33,041 | 5,111 | 0.57% | 0.63% | 593 | +1,132 | 3.55% | Q1 2026 | May 12, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 38,452 | 5,110 | 0.22% | 0.23% | 594 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Abbot Financial Management, Inc. | History | Reduced | 38,425 | 5,106 | 2.13% | 2.34% | 595 | -775 | -1.98% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 38,383 | 5,101 | 1.3% | 1.42% | 596 | +1,718 | 4.69% | Q1 2026 | Apr 29, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Reduced | 38,148 | 5,069 | 1.21% | 1.41% | 597 | -3,447 | -8.29% | Q1 2026 | Apr 22, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 37,779 | 5,020 | 0.16% | 0.02% | 598 | +32,508 | 616.73% | Q1 2026 | May 11, 2026 |
| Capitol Family Office, Inc. | History | No change | 34,642 | 4,987 | 5.89% | 5.89% | 599 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 37,468 | 4,979 | 0.28% | 0.26% | 600 | +6,941 | 22.74% | Q1 2026 | Apr 09, 2026 |
| First National Bank of Hutchinson | History | No change | 37,312 | 4,958 | 3.17% | 3.15% | 601 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 37,030 | 4,921 | 0.58% | 0.63% | 602 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| 5th Street Advisors, LLC | History | Added to | 36,961 | 4,912 | 2.12% | 2.37% | 603 | +1,733 | 4.92% | Q1 2026 | May 04, 2026 |
| VestGen Advisors, LLC | History | Added to | 28,024 | 4,909 | 0.13% | 0.13% | 604 | +7,089 | 33.86% | Q1 2026 | May 14, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 36,908 | 4,905 | 0.06% | 0.06% | 605 | -200 | -0.54% | Q1 2026 | May 05, 2026 |
| Acorns Advisers, LLC | History | Added to | 36,868 | 4,900 | 0.04% | 0.03% | 606 | +4,509 | 13.93% | Q1 2026 | May 14, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 36,661 | 4,872 | 2.24% | 2.42% | 607 | -253 | -0.69% | Q1 2026 | Apr 09, 2026 |
| Evanson Asset Management, LLC | History | Added to | 36,630 | 4,868 | 0.26% | 0.28% | 608 | +46 | 0.13% | Q1 2026 | Apr 08, 2026 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | History | New | 36,511 | 4,852 | 0.96% | — | 609 | +36,511 | New | Q1 2026 | Apr 16, 2026 |
| Dodds Wealth, LLC | History | Reduced | 36,495 | 4,850 | 1.19% | 1.32% | 611 | -1,021 | -2.72% | Q1 2026 | May 08, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 36,498 | 4,850 | 0.43% | 0.48% | 610 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 36,479 | 4,848 | 1.37% | 1.51% | 612 | -1,511 | -3.98% | Q1 2026 | Apr 10, 2026 |
| KKM Financial LLC | History | No change | 33,472 | 4,818 | 0.86% | 0.86% | 613 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 36,173 | 4,807 | 0.24% | 0.29% | 614 | -2,535 | -6.55% | Q1 2026 | Apr 23, 2026 |
| FIL Ltd | History | Reduced | 36,168 | 4,806 | 0.0% | 0.0% | 615 | -83 | -0.23% | Q1 2026 | May 15, 2026 |
| RCW Management, LLC | History | No change | 36,107 | 4,798 | 4.92% | 5.25% | 616 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 35,924 | 4,774 | 1.75% | 3.41% | 617 | -28,349 | -44.11% | Q1 2026 | Apr 17, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 35,892 | 4,770 | 1.95% | 2.14% | 618 | +384 | 1.08% | Q1 2026 | Apr 27, 2026 |
| Warren Street Wealth Advisors, LLC | History | New | 35,663 | 4,739 | 1.21% | — | 619 | +35,663 | New | Q1 2026 | Apr 16, 2026 |
| Corsicana & Co. | History | Reduced | 22,895 | 4,727 | 2.99% | 3.55% | 620 | -21,039 | -47.89% | Q1 2026 | May 13, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 35,540 | 4,723 | 1.06% | 1.22% | 621 | -2,433 | -6.41% | Q1 2026 | Apr 27, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 35,409 | 4,705 | 3.33% | 4.72% | 623 | -8,116 | -18.65% | Q1 2026 | Apr 29, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 32,991 | 4,705 | 0.57% | 0.58% | 622 | +1,578 | 5.02% | Q1 2026 | Apr 22, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Reduced | 35,395 | 4,703 | 3.07% | 3.34% | 624 | -440 | -1.23% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 35,385 | 4,702 | 0.29% | 0.39% | 625 | -20,355 | -36.52% | Q1 2026 | Apr 28, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 35,280 | 4,688 | 0.08% | 0.09% | 626 | -1,117 | -3.07% | Q1 2026 | Apr 22, 2026 |
| NBT BANK N A /NY | History | Added to | 35,238 | 4,683 | 0.31% | 0.32% | 627 | +1,004 | 2.93% | Q1 2026 | Apr 28, 2026 |
| Shulman DeMeo Asset Management LLC | History | Added to | 35,005 | 4,652 | 0.99% | 1.14% | 628 | +110 | 0.32% | Q1 2026 | Apr 09, 2026 |
| MKT Advisors LLC | History | Added to | 33,742 | 4,637 | 1.55% | 1.63% | 629 | +792 | 2.4% | Q1 2026 | Apr 10, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 34,878 | 4,635 | 0.51% | 2.3% | 630 | -102,102 | -74.54% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 34,782 | 4,622 | 0.35% | 0.37% | 631 | +511 | 1.49% | Q1 2026 | Apr 14, 2026 |
| Fulcrum Equity Management | History | Reduced | 34,759 | 4,619 | 4.46% | 5.57% | 632 | -5,706 | -14.1% | Q1 2026 | Apr 02, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 34,618 | 4,600 | 0.73% | 0.77% | 633 | +385 | 1.12% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Advisors, LLC | History | Reduced | 34,601 | 4,598 | 0.61% | 0.78% | 634 | -4,549 | -11.62% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 34,469 | 4,580 | 0.04% | 0.12% | 635 | -77,718 | -69.28% | Q1 2026 | May 13, 2026 |
| Private Advisory Group LLC | History | Reduced | 34,453 | 4,578 | 0.3% | 0.74% | 636 | -31,111 | -47.45% | Q1 2026 | May 08, 2026 |
| Agate Pass Investment Management, LLC | History | Added to | 34,311 | 4,559 | 1.78% | 1.55% | 637 | +5,384 | 18.61% | Q1 2026 | Apr 07, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 34,149 | 4,538 | 0.21% | 0.09% | 638 | +19,539 | 133.74% | Q1 2026 | May 06, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 34,086 | 4,530 | 0.27% | 0.29% | 639 | -667 | -1.92% | Q1 2026 | May 13, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 33,775 | 4,488 | 0.36% | 0.46% | 640 | -4,979 | -12.85% | Q1 2026 | Apr 01, 2026 |
| Point Windward Advisors Inc. | History | Added to | 33,527 | 4,455 | 2.23% | 2.01% | 641 | +4,307 | 14.74% | Q1 2026 | Apr 09, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 33,349 | 4,432 | 1.06% | 1.24% | 642 | -1,819 | -5.17% | Q1 2026 | May 12, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 33,122 | 4,401 | 0.7% | 0.7% | 643 | +5 | 0.02% | Q1 2026 | May 05, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 32,950 | 4,379 | 1.25% | 1.7% | 644 | -8,304 | -20.13% | Q1 2026 | Apr 30, 2026 |
| Financial Insights, Inc. | History | Added to | 32,875 | 4,369 | 1.42% | 1.58% | 645 | +215 | 0.66% | Q1 2026 | May 18, 2026 |
| Strategic Advisors LLC | History | Added to | 32,746 | 4,351 | 0.72% | 0.72% | 646 | +616 | 1.92% | Q1 2026 | May 14, 2026 |
| Heritage Wealth Advisors | History | No change | 32,696 | 4,345 | 0.17% | 0.18% | 647 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 32,686 | 4,344 | 0.06% | 0.07% | 648 | +1,810 | 5.86% | Q1 2026 | May 13, 2026 |
| Caldwell Trust Co | History | Reduced | 32,640 | 4,337 | 0.39% | 0.42% | 649 | -110 | -0.34% | Q1 2026 | Apr 22, 2026 |
| WESBANCO BANK INC | History | Added to | 32,625 | 4,335 | 0.12% | 0.13% | 650 | +413 | 1.28% | Q1 2026 | Apr 21, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 32,504 | 4,319 | 0.24% | 0.84% | 651 | -76,989 | -70.31% | Q1 2026 | May 01, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 32,463 | 4,314 | 0.5% | 0.53% | 652 | +631 | 1.98% | Q1 2026 | May 14, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 32,460 | 4,313 | 1.14% | 1.25% | 653 | +353 | 1.1% | Q1 2026 | Apr 09, 2026 |
| Simplicity Wealth,LLC | History | Added to | 32,445 | 4,311 | 0.24% | 0.27% | 654 | +1,138 | 3.63% | Q1 2026 | Apr 30, 2026 |
| EPG Wealth Management LLC | History | Added to | 32,334 | 4,297 | 1.17% | 1.24% | 655 | +263 | 0.82% | Q1 2026 | May 07, 2026 |
| PFG Advisors | History | Reduced | 32,282 | 4,290 | 0.21% | 0.39% | 656 | -22,984 | -41.59% | Q1 2026 | May 05, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 43,330 | 4,286 | 1.1% | 1.14% | 657 | +562 | 1.31% | Q1 2026 | Apr 17, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 32,048 | 4,259 | 0.49% | 0.39% | 658 | +8,811 | 37.92% | Q1 2026 | Apr 15, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 31,808 | 4,227 | 0.31% | 0.35% | 659 | -2,169 | -6.38% | Q1 2026 | May 07, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 31,724 | 4,216 | 0.13% | 0.16% | 660 | -4,800 | -13.14% | Q1 2026 | Apr 24, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 31,584 | 4,197 | 0.07% | 0.08% | 661 | -132 | -0.42% | Q1 2026 | May 05, 2026 |
| Successful Portfolios LLC | History | Reduced | 32,143 | 4,192 | 2.31% | 2.41% | 662 | -175 | -0.54% | Q1 2026 | Apr 13, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 31,483 | 4,184 | 1.08% | 0.98% | 663 | +5,032 | 19.02% | Q1 2026 | Apr 08, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 31,470 | 4,182 | 2.18% | 2.67% | 664 | -5,488 | -14.85% | Q1 2026 | Apr 30, 2026 |
| Ledyard National Bank | History | Reduced | 31,321 | 4,162 | 0.36% | 0.42% | 665 | -2,475 | -7.32% | Q1 2026 | Apr 24, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 31,225 | 4,149 | 0.3% | 0.3% | 666 | +1,105 | 3.67% | Q1 2026 | Apr 20, 2026 |
| HM PAYSON & CO | History | Added to | 31,178 | 4,143 | 0.06% | 0.01% | 667 | +26,600 | 581.04% | Q1 2026 | Apr 13, 2026 |
| Fidelis Wealth Advisors LLC | History | Added to | 31,152 | 4,140 | 6.03% | 6.33% | 668 | +799 | 2.63% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 31,119 | 4,135 | 0.2% | 0.21% | 669 | +885 | 2.93% | Q1 2026 | Apr 28, 2026 |
| SIG BROKERAGE, LP | History | Reduced | 31,000 | 4,119 | 0.11% | 0.27% | 670 | -30,000 | -49.18% | Q1 2026 | May 15, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 30,911 | 4,108 | 3.57% | 0.72% | 671 | +25,117 | 433.5% | Q1 2026 | May 07, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 30,030 | 4,107 | 2.4% | 2.56% | 672 | +105 | 0.35% | Q1 2026 | Apr 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 30,803 | 4,093 | 0.18% | 0.2% | 673 | +1,120 | 3.77% | Q1 2026 | May 12, 2026 |
| Advisor Resource Council | History | Added to | 30,785 | 4,091 | 1.32% | 1.52% | 674 | +1,402 | 4.77% | Q1 2026 | May 07, 2026 |
| Realta Investment Advisors | History | Reduced | 30,747 | 4,086 | 1.42% | 1.49% | 675 | -774 | -2.46% | Q1 2026 | Apr 22, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 30,667 | 4,075 | 2.41% | 0.48% | 676 | +24,777 | 420.66% | Q1 2026 | Apr 07, 2026 |
| COUNTRY TRUST BANK | History | Added to | 30,645 | 4,072 | 0.08% | 0.07% | 677 | +2,813 | 10.11% | Q1 2026 | Apr 10, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 30,483 | 4,051 | 0.89% | 0.91% | 678 | +446 | 1.48% | Q1 2026 | Apr 15, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 30,475 | 4,050 | 2.53% | — | 680 | +30,475 | New | Q1 2026 | Apr 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 30,475 | 4,050 | 0.09% | 0.1% | 679 | -1,254 | -3.95% | Q1 2026 | May 13, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 30,460 | 4,048 | 0.84% | 0.88% | 681 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Iyo Bank, Ltd. | History | Added to | 30,396 | 4,039 | 1.44% | 0.32% | 682 | +23,453 | 337.79% | Q1 2026 | May 12, 2026 |
| NORTHLAND SECURITIES, INC. | History | Reduced | 30,390 | 4,038 | 3.84% | 4.2% | 683 | -52 | -0.17% | Q1 2026 | May 04, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 30,298 | 4,026 | 0.82% | 0.91% | 684 | +102 | 0.34% | Q1 2026 | Apr 20, 2026 |
| Bangor Savings Bank | History | Added to | 30,191 | 4,012 | 0.32% | 0.33% | 685 | +2,069 | 7.36% | Q1 2026 | Apr 01, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 29,312 | 4,009 | 0.66% | 1.22% | 686 | -18,987 | -39.31% | Q1 2026 | Apr 07, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 30,086 | 3,997 | 0.3% | 0.28% | 687 | -1,443 | -4.58% | Q1 2026 | May 20, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 30,043 | 3,992 | 0.45% | 0.62% | 688 | -8,282 | -21.61% | Q1 2026 | May 05, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Reduced | 29,938 | 3,978 | 2.03% | 2.18% | 689 | -196 | -0.65% | Q1 2026 | Apr 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 29,922 | 3,976 | 0.08% | 0.1% | 690 | -1,529 | -4.86% | Q1 2026 | Apr 27, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 29,845 | 3,966 | 0.66% | 0.92% | 691 | -9,822 | -24.76% | Q1 2026 | Apr 17, 2026 |
| HOWE & RUSLING INC | History | Reduced | 29,701 | 3,947 | 0.26% | 0.29% | 692 | -298 | -0.99% | Q1 2026 | Apr 28, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 29,695 | 3,946 | 0.0% | 0.0% | 693 | -21,018 | -41.44% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 29,658 | 3,941 | 0.03% | 0.04% | 694 | -4,734 | -13.76% | Q1 2026 | May 01, 2026 |
| Quantitative Investment Management, LLC | History | New | 29,624 | 3,937 | 0.41% | — | 695 | +29,624 | New | Q1 2026 | May 15, 2026 |
| Gallacher Capital Management LLC | History | Added to | 29,395 | 3,906 | 1.5% | 1.45% | 696 | +3,430 | 13.21% | Q1 2026 | May 05, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 29,246 | 3,886 | 2.84% | 3.25% | 697 | -1,571 | -5.1% | Q1 2026 | May 08, 2026 |
| Ciovacco Capital Management LLC | History | Added to | 29,220 | 3,883 | 2.26% | 1.98% | 698 | +1,823 | 6.65% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 28,933 | 3,845 | 0.07% | 0.07% | 699 | +1,229 | 4.44% | Q1 2026 | May 07, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 28,916 | 3,842 | 0.19% | 0.23% | 700 | -4,629 | -13.8% | Q1 2026 | May 04, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 28,890 | 3,839 | 1.93% | 2.04% | 701 | +595 | 2.1% | Q1 2026 | Apr 16, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 28,858 | 3,835 | 0.08% | 0.1% | 702 | -1,970 | -6.39% | Q1 2026 | May 12, 2026 |
| Jacobs Equity LLC | History | Reduced | 22,431 | 3,813 | 3.41% | 3.27% | 703 | -1,153 | -4.89% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 28,628 | 3,807 | 0.06% | 0.06% | 704 | +1,740 | 6.47% | Q1 2026 | Apr 14, 2026 |
| Retirement Planning Group, LLC | History | Added to | 28,624 | 3,804 | 0.12% | 0.12% | 705 | +3,541 | 14.12% | Q1 2026 | May 04, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 28,499 | 3,787 | 3.34% | 2.72% | 706 | +1,068 | 3.89% | Q1 2026 | May 04, 2026 |
| David J Yvars Group | History | Added to | 28,495 | 3,787 | 2.12% | 2.18% | 707 | +75 | 0.26% | Q1 2026 | Apr 08, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 28,438 | 3,779 | 0.25% | 0.29% | 708 | -962 | -3.27% | Q1 2026 | May 12, 2026 |
| E&G Advisors, LP | History | Reduced | 28,359 | 3,768 | 0.84% | 0.93% | 709 | -420 | -1.46% | Q1 2026 | Apr 21, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Reduced | 28,287 | 3,759 | 3.01% | 3.31% | 710 | -314 | -1.1% | Q1 2026 | May 12, 2026 |
| Acropolis Investment Management, LLC | History | No change | 28,202 | 3,748 | 0.17% | 0.18% | 711 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 28,121 | 3,737 | 0.27% | 0.29% | 713 | -62 | -0.22% | Q1 2026 | May 06, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 28,120 | 3,737 | 0.97% | 1.05% | 712 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 28,111 | 3,735 | 1.31% | 1.5% | 714 | -2,403 | -7.88% | Q1 2026 | May 05, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 28,092 | 3,733 | 2.43% | 2.0% | 715 | +7,791 | 38.38% | Q1 2026 | Apr 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 28,081 | 3,731 | 0.2% | 0.22% | 716 | -1,440 | -4.88% | Q1 2026 | Apr 29, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 28,070 | 3,730 | 0.35% | 0.4% | 717 | -416 | -1.46% | Q1 2026 | Apr 30, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 23,956 | 3,702 | 0.14% | 0.14% | 718 | +37 | 0.15% | Q1 2026 | Apr 24, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 27,820 | 3,697 | 0.1% | 0.13% | 719 | -5,898 | -17.49% | Q1 2026 | Apr 28, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 27,711 | 3,682 | 2.33% | 2.66% | 720 | -1,148 | -3.98% | Q1 2026 | Apr 22, 2026 |
| Vivid Wealth Management, LLC | History | Reduced | 27,708 | 3,682 | 1.49% | 1.55% | 721 | -74 | -0.27% | Q1 2026 | Apr 27, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 25,548 | 3,678 | 0.18% | 0.17% | 722 | -50 | -0.2% | Q1 2026 | Apr 08, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 27,675 | 3,677 | 0.23% | 0.28% | 723 | -1,448 | -4.97% | Q1 2026 | Apr 27, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 27,639 | 3,673 | 0.13% | 0.09% | 724 | +10,579 | 62.01% | Q1 2026 | May 06, 2026 |
| FF Advisors,LLC | History | Reduced | 23,480 | 3,659 | 1.48% | 1.86% | 725 | -5,580 | -19.2% | Q1 2026 | Apr 27, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Reduced | 27,374 | 3,638 | 1.72% | 1.65% | 726 | -1,844 | -6.31% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | Added to | 27,200 | 3,615 | 0.27% | 0.46% | 727 | +7,545 | 38.39% | Q1 2026 | Apr 28, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 27,139 | 3,606 | 0.73% | 0.75% | 728 | +23 | 0.08% | Q1 2026 | Apr 16, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 27,119 | 3,604 | 2.15% | 2.54% | 729 | +189 | 0.7% | Q1 2026 | May 12, 2026 |
| Hyundai Investments Co., Ltd. | History | Added to | 28,195 | 3,594 | 4.05% | 0.75% | 730 | +22,881 | 430.58% | Q1 2026 | May 15, 2026 |
| Richmond Investment Services, LLC | History | Added to | 26,993 | 3,587 | 0.58% | 0.65% | 731 | +799 | 3.05% | Q1 2026 | Apr 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 26,935 | 3,579 | 0.11% | 0.13% | 732 | +2,507 | 10.26% | Q1 2026 | May 15, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 26,924 | 3,578 | 0.97% | 1.03% | 733 | -2,004 | -6.93% | Q1 2026 | Apr 28, 2026 |
| Redwood Financial Network Corp | History | Reduced | 26,902 | 3,575 | 2.34% | 2.58% | 734 | -1,171 | -4.17% | Q1 2026 | May 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 26,734 | 3,552 | 0.43% | 0.47% | 735 | -484 | -1.78% | Q1 2026 | May 05, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 26,698 | 3,548 | 0.05% | 0.06% | 736 | +66 | 0.25% | Q1 2026 | Apr 10, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 26,647 | 3,541 | 0.04% | 0.04% | 737 | +519 | 1.99% | Q1 2026 | May 15, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 26,628 | 3,538 | 0.46% | 0.58% | 738 | -730 | -2.67% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 26,604 | 3,535 | 0.04% | 0.04% | 739 | +2,432 | 10.06% | Q1 2026 | May 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 26,441 | 3,514 | 0.32% | 0.51% | 740 | -32,961 | -55.49% | Q1 2026 | May 14, 2026 |
| BFSG, LLC | History | Reduced | 26,447 | 3,514 | 0.33% | 0.46% | 741 | -6,189 | -18.96% | Q1 2026 | Apr 28, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 26,442 | 3,514 | 1.6% | 1.77% | 742 | -622 | -2.3% | Q1 2026 | Apr 22, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 26,438 | 3,513 | 0.89% | 0.93% | 743 | +1,666 | 6.73% | Q1 2026 | Apr 07, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 26,432 | 3,512 | 2.16% | 2.36% | 744 | -406 | -1.51% | Q1 2026 | Apr 22, 2026 |
| Sendero Wealth Management, LLC | History | No change | 26,272 | 3,491 | 0.39% | 0.42% | 745 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bison Wealth, LLC | History | Added to | 19,676 | 3,479 | 0.34% | 0.3% | 746 | +103 | 0.53% | Q1 2026 | May 15, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 26,154 | 3,475 | 0.1% | 0.11% | 747 | +1 | 0.0% | Q1 2026 | May 07, 2026 |
| Wedmont Private Capital | History | Reduced | 24,442 | 3,463 | 0.11% | 0.14% | 748 | -2,771 | -10.18% | Q1 2026 | Apr 09, 2026 |
| Csenge Advisory Group | History | Added to | 26,006 | 3,456 | 0.16% | 0.17% | 749 | +31 | 0.12% | Q1 2026 | Apr 30, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 25,894 | 3,441 | 0.11% | 0.11% | 750 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FineMark National Bank & Trust | History | No change | 23,844 | 3,432 | 0.11% | 0.11% | 751 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Elm Partners Management LLC | History | Reduced | 26,891 | 3,428 | 0.15% | 0.18% | 752 | -482 | -1.76% | Q1 2026 | May 13, 2026 |
| Magnus Financial Group LLC | History | Reduced | 25,341 | 3,367 | 0.27% | 0.44% | 753 | -14,293 | -36.06% | Q1 2026 | Apr 10, 2026 |
| Hurley Capital, LLC | History | Reduced | 25,280 | 3,359 | 1.8% | 2.13% | 754 | -1,143 | -4.33% | Q1 2026 | May 06, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 25,214 | 3,350 | 1.07% | 1.14% | 755 | -6 | -0.02% | Q1 2026 | Apr 17, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 25,201 | 3,349 | 0.0% | 0.0% | 756 | -8,809 | -25.9% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 24,976 | 3,346 | 0.09% | 0.08% | 757 | +6,012 | 31.7% | Q1 2026 | May 13, 2026 |
| RVW Wealth, LLC | History | No change | 25,160 | 3,343 | 0.26% | 0.28% | 758 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cornerstone National Bank & Trust Co | History | Added to | 24,638 | 3,323 | 1.22% | 1.22% | 759 | +3,366 | 15.82% | Q1 2026 | Apr 14, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 24,955 | 3,316 | 0.78% | 0.79% | 760 | +1,916 | 8.32% | Q1 2026 | May 05, 2026 |
| Gotham Asset Management, LLC | History | Added to | 24,944 | 3,315 | 0.01% | 0.01% | 761 | +1,528 | 6.53% | Q1 2026 | May 15, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 24,907 | 3,310 | 1.81% | 1.86% | 762 | -1,630 | -6.14% | Q1 2026 | May 11, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Added to | 24,863 | 3,304 | 1.79% | 1.84% | 763 | +963 | 4.03% | Q1 2026 | May 07, 2026 |
| Stonebrook Private Inc. | History | Reduced | 24,834 | 3,300 | 0.7% | 1.43% | 764 | -22,775 | -47.84% | Q1 2026 | May 11, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 24,789 | 3,294 | 0.29% | — | 765 | +24,789 | New | Q1 2026 | May 06, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 24,616 | 3,271 | 0.32% | 0.44% | 766 | -6,616 | -21.18% | Q1 2026 | May 07, 2026 |
| AMES NATIONAL CORP | History | No change | 24,490 | 3,254 | 1.95% | 2.06% | 767 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 24,452 | 3,249 | 0.07% | 0.07% | 768 | +722 | 3.04% | Q1 2026 | May 07, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 24,385 | 3,240 | 0.35% | 0.36% | 769 | -475 | -1.91% | Q1 2026 | May 01, 2026 |
| JSF Financial, LLC | History | Added to | 24,316 | 3,231 | 0.63% | 0.5% | 770 | +7,652 | 45.92% | Q1 2026 | May 07, 2026 |
| Solutions 4 Wealth, Ltd | History | Reduced | 24,315 | 3,231 | 4.86% | 5.39% | 771 | -460 | -1.86% | Q1 2026 | May 05, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 23,715 | 3,221 | 0.59% | 0.56% | 772 | +1,645 | 7.45% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 24,216 | 3,218 | 0.2% | 0.22% | 774 | +873 | 3.74% | Q1 2026 | May 15, 2026 |
| Elite Wealth Management, Inc. | History | Reduced | 24,220 | 3,218 | 1.04% | 0.97% | 773 | -600 | -2.42% | Q1 2026 | May 15, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 24,131 | 3,206 | 0.11% | 0.13% | 775 | -1,157 | -4.58% | Q1 2026 | Apr 20, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 24,106 | 3,203 | 0.02% | 0.03% | 776 | +776 | 3.33% | Q1 2026 | May 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 23,911 | 3,177 | 0.34% | 0.35% | 777 | +486 | 2.07% | Q1 2026 | Apr 15, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 23,775 | 3,159 | 2.22% | 2.4% | 778 | +335 | 1.43% | Q1 2026 | Apr 23, 2026 |
| BBR PARTNERS, LLC | History | Added to | 23,753 | 3,156 | 0.18% | 0.17% | 779 | +1,300 | 5.79% | Q1 2026 | May 12, 2026 |
| First Citizens Financial Corp | History | Added to | 23,533 | 3,127 | 1.48% | 1.59% | 780 | +1,190 | 5.33% | Q1 2026 | Apr 07, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 23,483 | 3,121 | 0.22% | 0.24% | 781 | -1,612 | -6.42% | Q1 2026 | Apr 28, 2026 |
| Hudson Value Partners, LLC | History | Reduced | 23,350 | 3,103 | 0.93% | 1.13% | 782 | -2,936 | -11.17% | Q1 2026 | Apr 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 23,343 | 3,102 | 0.04% | 0.05% | 783 | +3,208 | 15.93% | Q1 2026 | May 12, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 23,178 | 3,080 | 0.53% | 0.57% | 784 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 23,139 | 3,075 | 1.03% | 1.17% | 785 | -13 | -0.06% | Q1 2026 | May 05, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 23,129 | 3,073 | 1.33% | 1.77% | 786 | -5,211 | -18.39% | Q1 2026 | May 01, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 23,100 | 3,069 | 0.03% | 0.03% | 787 | -60 | -0.26% | Q1 2026 | May 14, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 23,011 | 3,058 | 0.85% | 0.88% | 788 | +22 | 0.1% | Q1 2026 | May 12, 2026 |
| Apella Capital, LLC | History | Added to | 19,736 | 3,046 | 0.05% | 0.04% | 789 | +6,678 | 51.14% | Q1 2026 | Apr 20, 2026 |
| IMC-Chicago, LLC | History | New | 22,917 | 3,045 | 0.0% | — | 790 | +22,917 | New | Q1 2026 | May 05, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 20,211 | 3,037 | 2.2% | 2.62% | 791 | -4,160 | -17.07% | Q1 2026 | May 12, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 22,719 | 3,019 | 0.05% | 0.05% | 792 | +697 | 3.17% | Q1 2026 | Apr 27, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 22,612 | 3,005 | 0.18% | 0.19% | 793 | -558 | -2.41% | Q1 2026 | Apr 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 20,878 | 3,005 | 0.88% | 0.88% | 794 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 22,476 | 2,987 | 0.43% | 0.51% | 795 | -1,083 | -4.6% | Q1 2026 | Apr 21, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 22,440 | 2,982 | 0.05% | 0.06% | 796 | -192 | -0.85% | Q1 2026 | May 04, 2026 |
| Tactive Advisors, LLC | History | Reduced | 22,401 | 2,977 | 0.84% | 0.96% | 797 | -453 | -1.98% | Q1 2026 | Apr 16, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 22,918 | 2,967 | 0.09% | 0.1% | 798 | -916 | -3.84% | Q1 2026 | May 11, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 22,260 | 2,958 | 1.09% | 1.2% | 799 | -830 | -3.59% | Q1 2026 | Apr 30, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 22,226 | 2,953 | 0.2% | 0.22% | 800 | -2,389 | -9.71% | Q1 2026 | May 21, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 22,117 | 2,939 | 0.9% | 0.69% | 801 | -93 | -0.42% | Q1 2026 | May 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 22,035 | 2,928 | 0.32% | 1.28% | 802 | -57,136 | -72.17% | Q1 2026 | Apr 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 21,937 | 2,915 | 0.18% | 0.22% | 803 | -2,127 | -8.84% | Q1 2026 | Apr 27, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 21,890 | 2,909 | 1.05% | 1.24% | 804 | -3,750 | -14.63% | Q1 2026 | May 12, 2026 |
| Forum Financial Management, LP | History | Added to | 21,839 | 2,902 | 0.04% | 0.03% | 806 | +4,436 | 25.49% | Q1 2026 | Apr 23, 2026 |
| HERBST GROUP, LLC | History | Reduced | 21,841 | 2,902 | 1.79% | 2.05% | 805 | -2,360 | -9.75% | Q1 2026 | Apr 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 21,189 | 2,898 | 0.06% | 0.07% | 807 | -744 | -3.39% | Q1 2026 | Apr 28, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 21,789 | 2,895 | 0.36% | 0.08% | 809 | +17,426 | 399.4% | Q1 2026 | Apr 23, 2026 |
| Cypress Capital Group | History | Reduced | 21,788 | 2,895 | 0.33% | 0.39% | 808 | -2,288 | -9.5% | Q1 2026 | May 15, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 21,692 | 2,882 | 1.97% | 2.06% | 810 | +270 | 1.26% | Q1 2026 | May 04, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 21,652 | 2,877 | 0.4% | 0.42% | 811 | -484 | -2.19% | Q1 2026 | May 04, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Added to | 21,575 | 2,867 | 0.06% | 0.06% | 812 | +553 | 2.63% | Q1 2026 | May 15, 2026 |
| Vivaldi Capital Management LP | History | Added to | 21,524 | 2,860 | 0.4% | 0.35% | 813 | +3,581 | 19.96% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 21,433 | 2,848 | 0.02% | 0.02% | 814 | +3,023 | 16.42% | Q1 2026 | May 11, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Reduced | 21,357 | 2,838 | 0.74% | 0.85% | 815 | -632 | -2.87% | Q1 2026 | Apr 10, 2026 |
| Finley Financial, LLC | History | No change | 21,360 | 2,838 | 1.33% | 1.41% | 816 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| North Star Investment Management Corp. | History | Added to | 21,350 | 2,837 | 0.17% | 0.19% | 817 | +55 | 0.26% | Q1 2026 | Apr 23, 2026 |
| Empowered Funds, LLC | History | Added to | 21,333 | 2,835 | 0.02% | 0.01% | 818 | +16,029 | 302.21% | Q1 2026 | May 14, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 21,335 | 2,835 | 0.23% | 0.22% | 819 | +999 | 4.91% | Q1 2026 | Apr 27, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 21,293 | 2,829 | 0.25% | 0.3% | 820 | -1,442 | -6.34% | Q1 2026 | Apr 07, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 21,265 | 2,826 | 0.08% | 0.09% | 821 | -383 | -1.77% | Q1 2026 | May 04, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 21,269 | 2,826 | 0.15% | 0.16% | 822 | -15 | -0.07% | Q1 2026 | Apr 17, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 21,235 | 2,822 | 0.16% | 0.37% | 823 | -26,302 | -55.33% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 21,238 | 2,822 | 0.21% | 0.22% | 824 | +4 | 0.02% | Q1 2026 | May 05, 2026 |
| PlanVest Financial, Inc | History | New | 21,230 | 2,821 | 2.15% | — | 826 | +21,230 | New | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 21,232 | 2,821 | 0.17% | 0.32% | 825 | -13,691 | -39.2% | Q1 2026 | Apr 13, 2026 |
| Cladis Investment Advisory, LLC | History | Reduced | 21,222 | 2,820 | 1.55% | 1.85% | 827 | -2,255 | -9.61% | Q1 2026 | May 15, 2026 |
| Ranch Capital Advisors Inc. | History | Reduced | 21,188 | 2,815 | 1.02% | 1.17% | 828 | -813 | -3.7% | Q1 2026 | May 06, 2026 |
| CAPE ANN SAVINGS BANK | History | Reduced | 21,030 | 2,794 | 1.4% | 1.56% | 829 | -150 | -0.71% | Q1 2026 | Apr 27, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 20,979 | 2,788 | 1.96% | 2.07% | 830 | -1,091 | -4.94% | Q1 2026 | May 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 20,928 | 2,781 | 0.04% | 0.06% | 831 | -9,388 | -30.97% | Q1 2026 | May 05, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 20,921 | 2,780 | 0.29% | 0.33% | 832 | -1,231 | -5.56% | Q1 2026 | Apr 28, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 20,747 | 2,757 | 0.14% | 0.22% | 833 | -8,405 | -28.83% | Q1 2026 | May 15, 2026 |
| Clearview Wealth Management LLC | History | New | 20,647 | 2,744 | 1.94% | — | 834 | +20,647 | New | Q1 2026 | May 15, 2026 |
| Balboa Wealth Partners | History | Added to | 20,604 | 2,738 | 0.46% | 0.48% | 835 | +401 | 1.98% | Q1 2026 | Apr 16, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 20,386 | 2,709 | 0.82% | 0.89% | 836 | +286 | 1.42% | Q1 2026 | Apr 17, 2026 |
| OneAscent Financial Services LLC | History | Added to | 20,359 | 2,705 | 0.15% | 0.06% | 837 | +15,802 | 346.76% | Q1 2026 | Apr 21, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 20,228 | 2,688 | 0.5% | 0.55% | 838 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 20,197 | 2,684 | 0.05% | 0.04% | 839 | +3,547 | 21.3% | Q1 2026 | May 04, 2026 |
| Trifecta Capital Advisors, LLC | History | Reduced | 20,187 | 2,682 | 0.42% | 0.48% | 840 | -2,415 | -10.68% | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 20,127 | 2,674 | 0.06% | 0.16% | 841 | -24,074 | -54.46% | Q1 2026 | May 04, 2026 |
| Encore Global Management, LP | History | New | 20,000 | 2,658 | 1.86% | — | 842 | +20,000 | New | Q1 2026 | May 15, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 19,924 | 2,647 | 1.41% | 1.64% | 843 | -1,364 | -6.41% | Q1 2026 | Apr 16, 2026 |
| Plan Group Financial, LLC | History | Added to | 19,892 | 2,643 | 0.62% | 0.28% | 844 | +12,508 | 169.39% | Q1 2026 | Apr 13, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 19,878 | 2,641 | 0.1% | 0.11% | 845 | -1,078 | -5.14% | Q1 2026 | May 07, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Added to | 19,795 | 2,630 | 0.38% | 0.38% | 846 | +1,229 | 6.62% | Q1 2026 | May 07, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 19,743 | 2,623 | 0.15% | 0.17% | 847 | +122 | 0.62% | Q1 2026 | Apr 30, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 19,687 | 2,616 | 0.08% | 0.09% | 848 | +275 | 1.42% | Q1 2026 | May 15, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 19,620 | 2,607 | 0.54% | 0.61% | 849 | +364 | 1.89% | Q1 2026 | May 14, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 19,568 | 2,600 | 1.97% | 2.6% | 850 | -2,112 | -9.74% | Q1 2026 | Apr 27, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 19,519 | 2,594 | 0.22% | 0.26% | 851 | -3,480 | -15.13% | Q1 2026 | May 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 19,476 | 2,588 | 0.18% | 0.21% | 852 | -540 | -2.7% | Q1 2026 | May 12, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 19,365 | 2,573 | 1.24% | 1.34% | 853 | +144 | 0.75% | Q1 2026 | May 12, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 19,339 | 2,570 | 0.01% | 0.01% | 854 | -6,381 | -24.81% | Q1 2026 | May 14, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 19,326 | 2,568 | 2.19% | 2.63% | 855 | +303 | 1.59% | Q1 2026 | May 14, 2026 |
| Mattern Wealth Management LLC | History | No change | 19,324 | 2,568 | 0.5% | 0.54% | 856 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 19,276 | 2,561 | 0.14% | 0.2% | 857 | -5,431 | -21.98% | Q1 2026 | Apr 23, 2026 |
| Odyssey Capital Advisors, Inc. | History | Reduced | 19,252 | 2,558 | 2.29% | 2.61% | 861 | -1,196 | -5.85% | Q1 2026 | Apr 29, 2026 |
| McHugh Group, LLC | History | Reduced | 19,254 | 2,558 | 1.51% | 1.62% | 860 | -550 | -2.78% | Q1 2026 | Apr 17, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 19,249 | 2,558 | 0.15% | 0.16% | 859 | -192 | -0.99% | Q1 2026 | May 07, 2026 |
| DDD Partners, LLC | History | Added to | 19,252 | 2,558 | 0.18% | 0.18% | 858 | +132 | 0.69% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 19,232 | 2,555 | 0.23% | 0.33% | 862 | -7,090 | -26.94% | Q1 2026 | Apr 30, 2026 |
| Keystone Financial Group | History | Reduced | 19,223 | 2,554 | 0.17% | 0.22% | 863 | -1,425 | -6.9% | Q1 2026 | May 13, 2026 |
| Tempo Wealth, LLC | History | Added to | 19,162 | 2,546 | 0.44% | 0.49% | 864 | +244 | 1.29% | Q1 2026 | May 14, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 19,130 | 2,542 | 0.59% | 0.65% | 865 | -761 | -3.83% | Q1 2026 | May 13, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 19,100 | 2,538 | 0.24% | 0.27% | 866 | -468 | -2.39% | Q1 2026 | May 04, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 19,024 | 2,528 | 0.58% | 0.78% | 867 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 18,979 | 2,522 | 0.11% | 0.12% | 868 | -215 | -1.12% | Q1 2026 | May 08, 2026 |
| Verum Partners LLC | History | Reduced | 18,971 | 2,521 | 0.48% | 0.59% | 869 | -1,374 | -6.75% | Q1 2026 | Apr 15, 2026 |
| jvl associates llc | History | Added to | 18,966 | 2,520 | 0.84% | 0.86% | 870 | +580 | 3.15% | Q1 2026 | Apr 16, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 18,934 | 2,516 | 0.31% | 0.42% | 871 | -4,058 | -17.65% | Q1 2026 | May 14, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 18,784 | 2,496 | 1.5% | 1.66% | 872 | -467 | -2.43% | Q1 2026 | May 07, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 17,322 | 2,493 | 0.23% | 0.22% | 873 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 18,706 | 2,486 | 0.88% | 1.02% | 874 | -1,246 | -6.24% | Q1 2026 | Apr 08, 2026 |
| Graetz Wealth LLC | History | Added to | 18,708 | 2,486 | 2.22% | 2.39% | 875 | +478 | 2.62% | Q1 2026 | Apr 30, 2026 |
| SEARLE & CO. | History | Added to | 18,680 | 2,482 | 0.62% | 0.69% | 876 | +150 | 0.81% | Q1 2026 | May 08, 2026 |
| MTM Investment Management, LLC | History | Added to | 18,546 | 2,464 | 0.78% | 0.85% | 877 | +12 | 0.06% | Q1 2026 | May 06, 2026 |
| United Advisor Group, LLC | History | Added to | 18,528 | 2,462 | 0.3% | 0.32% | 878 | +716 | 4.02% | Q1 2026 | Apr 17, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 18,463 | 2,453 | 0.15% | 0.16% | 879 | +695 | 3.91% | Q1 2026 | May 13, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 18,451 | 2,452 | 0.82% | 0.91% | 880 | -671 | -3.51% | Q1 2026 | Apr 03, 2026 |
| Callan Family Office, LLC | History | Added to | 18,412 | 2,446 | 0.06% | 0.05% | 881 | +2,900 | 18.7% | Q1 2026 | May 13, 2026 |
| RDA Financial Network | History | Added to | 18,361 | 2,440 | 0.61% | 0.6% | 883 | +948 | 5.44% | Q1 2026 | Apr 08, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Reduced | 18,356 | 2,440 | 0.23% | 0.25% | 882 | -21 | -0.11% | Q1 2026 | Apr 02, 2026 |
| January Capital Advisors LLC | History | New | 18,346 | 2,438 | 3.29% | — | 884 | +18,346 | New | Q1 2026 | May 20, 2026 |
| Phillips Wealth Planners LLC | History | Added to | 13,696 | 2,436 | 1.83% | 1.43% | 885 | +1,281 | 10.32% | Q1 2026 | May 14, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 18,241 | 2,424 | 0.48% | 0.53% | 886 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Altura Wealth Advisors Inc. | History | Added to | 18,203 | 2,419 | 1.06% | 1.12% | 887 | +164 | 0.91% | Q1 2026 | May 12, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 18,104 | 2,406 | 0.09% | 0.1% | 888 | -1,008 | -5.27% | Q1 2026 | May 13, 2026 |
| Stelac Advisory Services LLC | History | Reduced | 17,972 | 2,388 | 0.48% | 1.15% | 890 | -4,666 | -20.61% | Q1 2026 | May 08, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 17,972 | 2,388 | 0.02% | 0.02% | 889 | +698 | 4.04% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 17,896 | 2,378 | 0.21% | 0.31% | 891 | -641 | -3.46% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | Added to | 17,776 | 2,362 | 0.05% | 0.05% | 892 | +16 | 0.09% | Q1 2026 | May 15, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 17,711 | 2,353 | 0.17% | 0.25% | 893 | -5,948 | -25.14% | Q1 2026 | Apr 23, 2026 |
| Twin Tree Management, LP | History | Reduced | 17,700 | 2,352 | 0.05% | 0.11% | 894 | -67,900 | -79.32% | Q1 2026 | May 14, 2026 |
| Goldstein Advisors, LLC | History | Added to | 17,694 | 2,351 | 0.26% | 0.26% | 895 | +1,712 | 10.71% | Q1 2026 | Apr 28, 2026 |
| Goepper Burkhardt LLC | History | Added to | 17,653 | 2,346 | 0.78% | 0.8% | 896 | +610 | 3.58% | Q1 2026 | May 13, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 17,578 | 2,336 | 0.86% | 0.83% | 897 | +1,976 | 12.67% | Q1 2026 | May 08, 2026 |
| Rothschild Wealth LLC | History | Reduced | 17,577 | 2,335 | 0.21% | 0.26% | 898 | -1,100 | -5.89% | Q1 2026 | May 06, 2026 |
| M3 Advisory Group, LLC | History | Added to | 17,576 | 2,335 | 1.44% | 1.52% | 899 | +306 | 1.77% | Q1 2026 | Apr 22, 2026 |
| Torrey-Payne Wealth Management, LLC | History | Added to | 17,362 | 2,307 | 2.12% | 2.21% | 900 | +454 | 2.69% | Q1 2026 | May 05, 2026 |
| Optiver Holding B.V. | History | New | 17,348 | 2,305 | 0.0% | — | 901 | +17,348 | New | Q1 2026 | May 15, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 17,323 | 2,302 | 0.38% | 0.4% | 902 | +430 | 2.55% | Q1 2026 | May 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 17,319 | 2,301 | 0.18% | 0.19% | 903 | +340 | 2.0% | Q1 2026 | Apr 08, 2026 |
| EASTERN BANK | History | Reduced | 17,298 | 2,298 | 0.04% | 0.05% | 904 | -3,076 | -15.1% | Q1 2026 | Apr 07, 2026 |
| SYON CAPITAL LLC | History | Added to | 17,255 | 2,293 | 0.12% | 0.11% | 905 | +1,314 | 8.24% | Q1 2026 | May 13, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 15,466 | 2,288 | 1.3% | 1.36% | 906 | +60 | 0.39% | Q1 2026 | Apr 17, 2026 |
| Blue Chip Partners, LLC | History | Added to | 17,197 | 2,285 | 0.16% | 0.17% | 907 | +1,028 | 6.36% | Q1 2026 | May 15, 2026 |
| Ameraudi Asset Management, Inc. | History | Reduced | 17,190 | 2,284 | 1.24% | 4.99% | 908 | -45,890 | -72.75% | Q1 2026 | May 15, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 17,143 | 2,278 | 0.79% | 0.87% | 909 | -74 | -0.43% | Q1 2026 | Apr 29, 2026 |
| Cedarwood Wealth LLC | History | Added to | 17,098 | 2,272 | 2.29% | 2.22% | 910 | +3,485 | 25.6% | Q1 2026 | May 05, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Added to | 17,085 | 2,270 | 0.54% | 0.56% | 911 | +325 | 1.94% | Q1 2026 | May 13, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 17,021 | 2,262 | 0.01% | 0.02% | 912 | -29,434 | -63.36% | Q1 2026 | May 15, 2026 |
| Fortitude Financial, LLC | History | Added to | 16,913 | 2,247 | 1.19% | 0.36% | 913 | +13,951 | 471.0% | Q1 2026 | Apr 23, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 16,842 | 2,238 | 0.23% | 0.24% | 914 | -14 | -0.08% | Q1 2026 | May 11, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 16,839 | 2,237 | 0.08% | 0.13% | 915 | -8,936 | -34.67% | Q1 2026 | Apr 17, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 16,803 | 2,233 | 0.08% | 0.08% | 916 | -163 | -0.96% | Q1 2026 | May 11, 2026 |
| XML Financial, LLC | History | Added to | 16,761 | 2,227 | 0.18% | 0.16% | 917 | +2,778 | 19.87% | Q1 2026 | Apr 16, 2026 |
| Invst, LLC | History | Reduced | 16,699 | 2,219 | 0.25% | 0.31% | 918 | -3,206 | -16.11% | Q1 2026 | May 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 16,673 | 2,215 | 0.13% | 0.14% | 920 | +207 | 1.26% | Q1 2026 | Apr 29, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 16,663 | 2,215 | 0.25% | 0.27% | 919 | -185 | -1.1% | Q1 2026 | Apr 16, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 16,658 | 2,213 | 0.7% | 0.84% | 921 | -270 | -1.59% | Q1 2026 | Apr 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 16,509 | 2,194 | 0.02% | 0.03% | 922 | -5,295 | -24.28% | Q1 2026 | May 13, 2026 |
| Northstar Advisory Group, LLC | History | Reduced | 16,499 | 2,192 | 0.82% | 1.66% | 923 | -15,975 | -49.19% | Q1 2026 | Apr 08, 2026 |
| Berger Financial Group, Inc | History | Added to | 16,496 | 2,192 | 0.12% | 0.14% | 924 | +52 | 0.32% | Q1 2026 | Apr 28, 2026 |
| One Capital Management, LLC | History | Added to | 16,489 | 2,191 | 0.06% | 0.07% | 925 | +694 | 4.39% | Q1 2026 | May 12, 2026 |
| BSW Wealth Partners | History | Reduced | 16,484 | 2,190 | 0.27% | 0.3% | 926 | -1,128 | -6.4% | Q1 2026 | Apr 14, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 16,476 | 2,189 | 0.79% | 0.78% | 927 | +699 | 4.43% | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 16,334 | 2,170 | 0.07% | 0.1% | 928 | -5,491 | -25.16% | Q1 2026 | May 07, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 16,235 | 2,157 | 0.95% | 0.92% | 929 | +2,285 | 16.38% | Q1 2026 | May 08, 2026 |
| CERTUITY, LLC | History | Added to | 16,212 | 2,154 | 0.14% | 0.14% | 930 | +763 | 4.94% | Q1 2026 | May 11, 2026 |
| CFC Planning Co LLC | History | Reduced | 16,195 | 2,152 | 1.54% | 1.81% | 931 | -376 | -2.27% | Q1 2026 | Apr 24, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 16,184 | 2,150 | 0.31% | 0.34% | 932 | -362 | -2.19% | Q1 2026 | May 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 16,170 | 2,149 | 0.12% | 0.15% | 933 | +7,474 | 85.95% | Q1 2026 | Apr 22, 2026 |
| Advocate Investing Services LLC | History | Reduced | 16,160 | 2,147 | 1.82% | 2.09% | 934 | -56 | -0.35% | Q1 2026 | Apr 22, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 16,154 | 2,146 | 0.17% | 0.2% | 935 | -936 | -5.48% | Q1 2026 | May 07, 2026 |
| Gold Investment Management Ltd. | History | Added to | 16,087 | 2,138 | 0.66% | 0.71% | 936 | +678 | 4.4% | Q1 2026 | Apr 22, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 16,014 | 2,128 | 0.09% | 0.26% | 937 | -27,131 | -62.88% | Q1 2026 | Apr 28, 2026 |
| MORTON COMMUNITY BANK | History | Added to | 15,971 | 2,122 | 0.46% | 0.49% | 938 | +257 | 1.64% | Q1 2026 | May 14, 2026 |
| Menard Financial Group LLC | History | Reduced | 15,868 | 2,108 | 1.47% | 2.01% | 939 | -4,440 | -21.86% | Q1 2026 | May 14, 2026 |
| Kaizen Financial Strategies | History | Added to | 13,691 | 2,081 | 0.88% | 0.87% | 940 | +1 | 0.01% | Q1 2026 | May 01, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 15,602 | 2,073 | 0.65% | 0.71% | 941 | -400 | -2.5% | Q1 2026 | Apr 06, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 15,580 | 2,071 | 0.28% | 0.28% | 942 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Added to | 15,524 | 2,063 | 0.02% | 0.02% | 943 | +4,807 | 44.85% | Q1 2026 | Apr 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 15,520 | 2,062 | 0.27% | 0.26% | 944 | +1,544 | 11.05% | Q1 2026 | May 04, 2026 |
| Wall Street Financial Group, Inc. | History | Reduced | 15,448 | 2,053 | 1.22% | 1.83% | 945 | -2,010 | -11.51% | Q1 2026 | May 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 15,441 | 2,052 | 0.06% | 0.06% | 946 | -86 | -0.55% | Q1 2026 | Apr 29, 2026 |
| Capital Analysts, LLC | History | Reduced | 15,393 | 2,046 | 0.05% | 0.08% | 947 | -3,458 | -18.34% | Q1 2026 | May 14, 2026 |
| CITY HOLDING CO | History | Reduced | 15,394 | 2,045 | 0.26% | 0.28% | 948 | -341 | -2.17% | Q1 2026 | Apr 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 15,378 | 2,043 | 0.39% | 0.43% | 949 | +516 | 3.47% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 15,213 | 2,021 | 0.02% | 0.01% | 950 | +10,549 | 226.18% | Q1 2026 | May 08, 2026 |
| Black Diamond Financial, LLC | History | No change | 15,174 | 2,016 | 0.22% | 0.23% | 951 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Busey Bank | History | Reduced | 15,158 | 2,014 | 0.05% | 0.06% | 952 | -46 | -0.3% | Q1 2026 | Apr 28, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 15,057 | 2,001 | 0.11% | 0.1% | 953 | +4,415 | 41.49% | Q1 2026 | Apr 29, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 15,036 | 1,998 | 0.17% | 0.19% | 954 | -75 | -0.5% | Q1 2026 | May 06, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 15,033 | 1,997 | 0.06% | 0.07% | 955 | -1,321 | -8.08% | Q1 2026 | Apr 27, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 15,022 | 1,996 | 0.12% | 0.11% | 956 | +3,414 | 29.41% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 14,941 | 1,985 | 0.14% | 0.15% | 957 | +95 | 0.64% | Q1 2026 | Apr 21, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 14,890 | 1,978 | 0.11% | 0.08% | 958 | +5,958 | 66.7% | Q1 2026 | Apr 16, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 14,831 | 1,971 | 0.27% | 0.28% | 959 | -431 | -2.82% | Q1 2026 | Apr 08, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 14,808 | 1,967 | 0.13% | 0.19% | 960 | -50 | -0.34% | Q1 2026 | May 07, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 14,682 | 1,951 | 0.06% | 0.08% | 961 | +329 | 2.29% | Q1 2026 | May 07, 2026 |
| Royal Fund Management, LLC | History | Added to | 14,628 | 1,947 | 0.18% | 0.16% | 962 | +2,733 | 22.98% | Q1 2026 | May 19, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 14,223 | 1,945 | 0.12% | 0.12% | 963 | -23 | -0.16% | Q1 2026 | Apr 07, 2026 |
| M Holdings Securities, Inc. | History | Added to | 11,692 | 1,942 | 0.13% | 0.11% | 964 | +897 | 8.31% | Q1 2026 | May 12, 2026 |
| LVZ, Inc. | History | Added to | 14,591 | 1,939 | 0.22% | 0.21% | 965 | +1,328 | 10.01% | Q1 2026 | Apr 28, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 14,595 | 1,939 | 0.81% | 0.81% | 966 | -610 | -4.01% | Q1 2026 | May 15, 2026 |
| Auxano Advisors, LLC | History | Added to | 14,573 | 1,936 | 0.39% | 0.41% | 967 | +1 | 0.01% | Q1 2026 | May 01, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 10,947 | 1,935 | 0.12% | 0.11% | 968 | -619 | -5.35% | Q1 2026 | May 14, 2026 |
| Cane Capital Partners, LLC | History | Added to | 14,530 | 1,931 | 0.84% | 0.72% | 969 | +1,870 | 14.77% | Q1 2026 | Apr 24, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 14,478 | 1,924 | 0.03% | 0.03% | 970 | +884 | 6.5% | Q1 2026 | May 15, 2026 |
| NDWM LLC | History | Reduced | 14,466 | 1,922 | 1.25% | 1.42% | 971 | -478 | -3.2% | Q1 2026 | Apr 24, 2026 |
| Americana Partners, LLC | History | Added to | 14,457 | 1,921 | 0.05% | 0.05% | 972 | +872 | 6.42% | Q1 2026 | May 12, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 14,438 | 1,918 | 0.73% | 0.51% | 973 | -69 | -0.48% | Q1 2026 | May 04, 2026 |
| Powers Capital, LLC | History | No change | 14,390 | 1,912 | 0.9% | 0.93% | 974 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Henson-Edgewater Management, LLC | History | Reduced | 14,322 | 1,903 | 1.21% | 1.22% | 975 | -20 | -0.14% | Q1 2026 | Apr 30, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 14,316 | 1,902 | 0.2% | 0.2% | 977 | +1,800 | 14.38% | Q1 2026 | May 06, 2026 |
| Optas, LLC | History | No change | 14,318 | 1,902 | 0.29% | 0.32% | 976 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 14,292 | 1,899 | 0.31% | 0.39% | 978 | -5,717 | -28.57% | Q1 2026 | May 15, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Added to | 14,279 | 1,897 | 0.39% | 0.35% | 979 | +1,936 | 15.69% | Q1 2026 | Apr 20, 2026 |
| Zhang Financial LLC | History | Reduced | 14,273 | 1,897 | 0.07% | 0.08% | 980 | -814 | -5.4% | Q1 2026 | May 06, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 14,246 | 1,893 | 0.62% | 0.64% | 981 | +1,030 | 7.79% | Q1 2026 | Apr 24, 2026 |
| Objective Capital Management, LLC | History | Added to | 14,242 | 1,892 | 1.91% | 2.07% | 982 | +85 | 0.6% | Q1 2026 | May 04, 2026 |
| Independent Wealth Network Inc. | History | Added to | 14,164 | 1,882 | 0.56% | 0.6% | 983 | +573 | 4.22% | Q1 2026 | Apr 20, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 14,115 | 1,875 | 0.96% | 1.0% | 984 | -205 | -1.43% | Q1 2026 | May 14, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 14,100 | 1,873 | 0.27% | 0.25% | 985 | +1,422 | 11.22% | Q1 2026 | May 01, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 14,086 | 1,872 | 1.24% | 1.33% | 986 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 14,042 | 1,866 | 0.03% | 0.04% | 987 | -55 | -0.39% | Q1 2026 | Apr 20, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 14,030 | 1,864 | 0.0% | 0.0% | 988 | -627 | -4.28% | Q1 2026 | May 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 14,021 | 1,863 | 0.48% | 0.67% | 989 | -2,582 | -15.55% | Q1 2026 | May 06, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 10,625 | 1,861 | 1.09% | 0.93% | 990 | -67 | -0.63% | Q1 2026 | May 13, 2026 |
| Stratos Investment Management, LLC | History | Added to | 13,965 | 1,855 | 0.07% | 0.07% | 991 | +1,430 | 11.41% | Q1 2026 | Apr 28, 2026 |
| Maia Wealth LLC | History | Added to | 13,934 | 1,851 | 0.31% | 0.33% | 992 | +134 | 0.97% | Q1 2026 | May 08, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 13,900 | 1,847 | 0.36% | 0.38% | 993 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Reduced | 13,819 | 1,836 | 0.06% | 0.07% | 994 | -742 | -5.1% | Q1 2026 | May 13, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 13,822 | 1,836 | 0.88% | 0.97% | 995 | -90 | -0.65% | Q1 2026 | May 01, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 13,790 | 1,832 | 0.13% | 0.15% | 996 | -569 | -3.96% | Q1 2026 | May 12, 2026 |
| Certified Advisory Corp | History | Reduced | 13,781 | 1,831 | 0.16% | 0.19% | 997 | -790 | -5.42% | Q1 2026 | Apr 17, 2026 |
| Warner Group LLC | History | Reduced | 13,782 | 1,831 | 1.2% | 1.22% | 998 | -12 | -0.09% | Q1 2026 | Apr 29, 2026 |
| Hills Bank & Trust Co | History | Added to | 13,753 | 1,827 | 0.09% | 0.01% | 999 | +12,768 | 1296.24% | Q1 2026 | May 01, 2026 |
| Crewe Advisors LLC | History | Reduced | 13,737 | 1,825 | 0.16% | 0.18% | 1000 | -60 | -0.43% | Q1 2026 | May 07, 2026 |
| Summit Wealth Partners, LLC | History | New | 13,647 | 1,813 | 0.29% | — | 1001 | +13,647 | New | Q1 2026 | Apr 17, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 13,606 | 1,808 | 0.14% | 0.81% | 1002 | -57,665 | -80.91% | Q1 2026 | Apr 27, 2026 |
| Box Hill Private Wealth LLC | History | Added to | 13,576 | 1,804 | 1.78% | 1.81% | 1003 | +1,118 | 8.97% | Q1 2026 | Apr 03, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 14,131 | 1,801 | 0.07% | 0.08% | 1004 | +95 | 0.68% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 13,526 | 1,797 | 0.2% | 0.23% | 1005 | -1,372 | -9.21% | Q1 2026 | Apr 28, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Reduced | 13,487 | 1,792 | 1.54% | 1.63% | 1006 | -475 | -3.4% | Q1 2026 | May 14, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 13,461 | 1,788 | 0.05% | 0.06% | 1007 | -1,325 | -8.96% | Q1 2026 | May 13, 2026 |
| Bank of New Hampshire | History | Added to | 13,450 | 1,787 | 0.41% | 0.42% | 1008 | +570 | 4.43% | Q1 2026 | Apr 13, 2026 |
| Polymer Capital Management (HK) LTD | History | No change | 13,400 | 1,780 | 0.15% | 0.27% | 1009 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 13,340 | 1,772 | 0.08% | 0.09% | 1010 | -864 | -6.08% | Q1 2026 | Apr 30, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 13,327 | 1,771 | 0.26% | 0.3% | 1011 | -23 | -0.17% | Q1 2026 | Apr 16, 2026 |
| Oxinas Partners, LLC | History | Reduced | 13,321 | 1,770 | 0.81% | 0.98% | 1012 | -803 | -5.69% | Q1 2026 | Apr 10, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 13,269 | 1,763 | 0.19% | 0.17% | 1013 | +2,739 | 26.01% | Q1 2026 | May 11, 2026 |
| Arcadia Wealth Management, Inc. | History | Reduced | 13,141 | 1,746 | 0.94% | 1.14% | 1014 | -714 | -5.15% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 13,082 | 1,738 | 0.01% | 0.01% | 1015 | +1,698 | 14.92% | Q1 2026 | May 15, 2026 |
| DT Investment Partners, LLC | History | No change | 13,020 | 1,730 | 0.14% | 0.16% | 1016 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 13,015 | 1,729 | 0.07% | 0.05% | 1017 | +2,617 | 25.17% | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 12,930 | 1,718 | 0.02% | 0.02% | 1018 | -1,229 | -8.68% | Q1 2026 | May 06, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 12,924 | 1,717 | 0.57% | 0.62% | 1019 | -206 | -1.57% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 12,870 | 1,710 | 0.04% | 0.04% | 1020 | +1,014 | 8.55% | Q1 2026 | May 15, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 11,382 | 1,710 | 0.1% | 0.11% | 1021 | -606 | -5.06% | Q1 2026 | Apr 20, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 12,849 | 1,707 | 0.75% | 0.84% | 1022 | +370 | 2.96% | Q1 2026 | May 04, 2026 |
| DOLIVER ADVISORS, LP | History | No change | 12,832 | 1,705 | 0.39% | 0.46% | 1023 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 12,809 | 1,702 | 0.71% | 1.04% | 1024 | -2,438 | -15.99% | Q1 2026 | Apr 17, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 12,805 | 1,701 | 0.57% | 0.61% | 1025 | +14 | 0.11% | Q1 2026 | May 08, 2026 |
| GREENLEAF TRUST | History | No change | 12,756 | 1,695 | 0.02% | 0.02% | 1026 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HOURGLASS CAPITAL, LLC | History | Added to | 12,644 | 1,680 | 0.35% | 0.35% | 1027 | +1,404 | 12.49% | Q1 2026 | May 04, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 12,624 | 1,677 | 0.24% | 0.29% | 1028 | -340 | -2.62% | Q1 2026 | May 14, 2026 |
| IAM Advisory, LLC | History | Reduced | 12,587 | 1,672 | 0.37% | 0.41% | 1029 | -150 | -1.18% | Q1 2026 | Apr 10, 2026 |
| One Day In July LLC | History | Added to | 12,577 | 1,671 | 0.13% | 0.14% | 1030 | +975 | 8.4% | Q1 2026 | May 05, 2026 |
| SVB WEALTH LLC | History | Reduced | 12,570 | 1,670 | 0.11% | 0.14% | 1031 | -3,950 | -23.91% | Q1 2026 | Apr 17, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 12,491 | 1,660 | 0.3% | 0.33% | 1032 | +293 | 2.4% | Q1 2026 | May 11, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 12,457 | 1,655 | 0.28% | 0.28% | 1033 | +1,438 | 13.05% | Q1 2026 | May 01, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 12,430 | 1,651 | 0.02% | 0.01% | 1035 | +4,490 | 56.55% | Q1 2026 | Apr 15, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 12,429 | 1,651 | 0.44% | 0.43% | 1034 | +825 | 7.11% | Q1 2026 | Apr 22, 2026 |
| Beacon Bank & Trust | History | Reduced | 12,410 | 1,649 | 0.34% | 0.36% | 1036 | -54 | -0.43% | Q1 2026 | Apr 28, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 12,388 | 1,646 | 0.26% | 0.22% | 1037 | +2,630 | 26.95% | Q1 2026 | May 07, 2026 |
| DAVIS R M INC | History | Added to | 12,380 | 1,645 | 0.03% | 0.03% | 1038 | +28 | 0.23% | Q1 2026 | May 13, 2026 |
| KDK Private Wealth Management, LLC | History | No change | 12,352 | 1,641 | 1.5% | 1.55% | 1039 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Reduced | 12,340 | 1,640 | 0.14% | 0.14% | 1040 | -251 | -1.99% | Q1 2026 | May 05, 2026 |
| NATIXIS | History | Added to | 12,271 | 1,630 | 0.01% | 0.0% | 1041 | +11,675 | 1958.89% | Q1 2026 | May 14, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 12,213 | 1,623 | 0.62% | 0.7% | 1042 | -62 | -0.51% | Q1 2026 | Apr 21, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 12,189 | 1,619 | 0.36% | 0.26% | 1043 | +3,721 | 43.94% | Q1 2026 | Apr 27, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 12,154 | 1,615 | 0.64% | 0.71% | 1044 | -101 | -0.82% | Q1 2026 | May 11, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 12,152 | 1,615 | 0.48% | 0.53% | 1045 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 12,086 | 1,606 | 0.51% | 0.69% | 1046 | -910 | -7.0% | Q1 2026 | Apr 24, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 12,018 | 1,597 | 0.58% | 0.64% | 1047 | -374 | -3.02% | Q1 2026 | May 05, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 11,989 | 1,593 | 0.57% | 0.63% | 1048 | +8 | 0.07% | Q1 2026 | Apr 29, 2026 |
| National Philanthropic Trust | History | Reduced | 11,982 | 1,592 | 0.02% | 0.03% | 1049 | -12,542 | -51.14% | Q1 2026 | May 15, 2026 |
| August Group Capital Ltd | History | Reduced | 11,945 | 1,587 | 1.84% | 2.48% | 1051 | -3,610 | -23.21% | Q1 2026 | May 14, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 11,943 | 1,587 | 1.17% | 1.29% | 1050 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 11,900 | 1,581 | 1.67% | 1.75% | 1052 | +282 | 2.43% | Q1 2026 | May 07, 2026 |
| Y.D. More Investments Ltd | History | No change | 12,222 | 1,579 | 0.06% | 0.08% | 1053 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 11,881 | 1,578 | 0.86% | 1.89% | 1054 | -12,373 | -51.01% | Q1 2026 | Apr 28, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 11,872 | 1,577 | 0.01% | 0.01% | 1055 | -420 | -3.42% | Q1 2026 | May 08, 2026 |
| XTX Topco Ltd | History | New | 11,846 | 1,574 | 0.03% | — | 1056 | +11,846 | New | Q1 2026 | May 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 10,928 | 1,573 | 0.12% | 0.12% | 1057 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealth Architects, LLC | History | Reduced | 11,804 | 1,568 | 0.14% | 0.17% | 1058 | -1,010 | -7.88% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 11,801 | 1,568 | 0.0% | 0.0% | 1059 | -2 | -0.02% | Q1 2026 | May 08, 2026 |
| Advisors Capital Management, LLC | History | Added to | 11,798 | 1,567 | 0.02% | 0.02% | 1060 | +1,924 | 19.49% | Q1 2026 | May 01, 2026 |
| 1015 Capital Partners, LLC | History | No change | 11,790 | 1,566 | 1.52% | 1.67% | 1061 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 11,777 | 1,565 | 0.35% | 0.4% | 1062 | -33 | -0.28% | Q1 2026 | Apr 22, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 11,774 | 1,564 | 0.31% | 0.37% | 1063 | -1,258 | -9.65% | Q1 2026 | Apr 07, 2026 |
| Finward Bancorp | History | Reduced | 11,749 | 1,561 | 1.25% | 1.38% | 1064 | -555 | -4.51% | Q1 2026 | Apr 10, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 11,736 | 1,559 | 0.1% | 0.1% | 1065 | +188 | 1.63% | Q1 2026 | Apr 27, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 11,698 | 1,554 | 0.24% | 0.27% | 1066 | +35 | 0.3% | Q1 2026 | May 06, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 11,678 | 1,552 | 0.37% | 0.38% | 1067 | +480 | 4.29% | Q1 2026 | Apr 23, 2026 |
| KPP Advisory Services LLC | History | Added to | 11,672 | 1,551 | 0.23% | 0.24% | 1068 | +128 | 1.11% | Q1 2026 | Apr 24, 2026 |
| Boreal Capital Management LLC | History | Added to | 11,665 | 1,550 | 1.26% | 1.26% | 1069 | +100 | 0.86% | Q1 2026 | May 14, 2026 |
| Independence Bank of Kentucky | History | Added to | 11,637 | 1,546 | 0.2% | 0.18% | 1070 | +1,625 | 16.23% | Q1 2026 | Apr 30, 2026 |
| Peoples Bank/KS | History | Reduced | 11,592 | 1,540 | 1.55% | 1.73% | 1071 | -370 | -3.09% | Q1 2026 | Apr 15, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 11,553 | 1,535 | 0.06% | 0.04% | 1072 | +2,723 | 30.84% | Q1 2026 | May 15, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 11,546 | 1,534 | 0.3% | 0.3% | 1073 | +2,621 | 29.37% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 11,542 | 1,533 | 0.02% | 0.01% | 1074 | +5,197 | 81.91% | Q1 2026 | Apr 27, 2026 |
| Ruggiero Investments, Inc. | History | Reduced | 11,540 | 1,533 | 1.48% | 1.53% | 1075 | -259 | -2.2% | Q1 2026 | May 12, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 11,493 | 1,527 | 0.11% | 0.13% | 1076 | -745 | -6.09% | Q1 2026 | May 15, 2026 |
| Xcel Wealth Management, LLC | History | Added to | 11,488 | 1,526 | 0.42% | 0.38% | 1077 | +1,025 | 9.8% | Q1 2026 | Apr 21, 2026 |
| Pathway Financial Advisors LLC | History | No change | 11,202 | 1,523 | 0.19% | 0.21% | 1078 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| KLCM Advisors, Inc. | History | Reduced | 11,454 | 1,522 | 0.13% | 0.14% | 1079 | -99 | -0.86% | Q1 2026 | Apr 30, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 11,423 | 1,518 | 0.05% | 0.06% | 1080 | -83 | -0.72% | Q1 2026 | May 14, 2026 |
| 626 Financial, LLC | History | Reduced | 11,415 | 1,517 | 0.68% | 0.83% | 1081 | -1,984 | -14.81% | Q1 2026 | Apr 23, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 11,351 | 1,508 | 0.22% | 0.25% | 1082 | -589 | -4.93% | Q1 2026 | May 05, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 9,476 | 1,507 | 0.45% | 0.51% | 1083 | -1,726 | -15.41% | Q1 2026 | Apr 30, 2026 |
| GenTrust, LLC | History | Reduced | 11,321 | 1,504 | 0.06% | 0.1% | 1084 | -5,048 | -30.84% | Q1 2026 | Apr 27, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Reduced | 11,045 | 1,501 | 0.81% | 1.44% | 1085 | -7,456 | -40.3% | Q1 2026 | May 11, 2026 |
| United Community Bank | History | Reduced | 11,297 | 1,501 | 0.5% | 0.63% | 1086 | -327 | -2.81% | Q1 2026 | Apr 24, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 11,278 | 1,498 | 0.73% | 0.18% | 1088 | +8,821 | 359.02% | Q1 2026 | Apr 22, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Reduced | 11,272 | 1,498 | 0.11% | 0.12% | 1087 | -12 | -0.11% | Q1 2026 | May 08, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | New | 11,218 | 1,490 | 0.22% | — | 1089 | +11,218 | New | Q1 2026 | Apr 24, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 11,203 | 1,488 | 0.25% | 0.34% | 1090 | -3,313 | -22.82% | Q1 2026 | Apr 28, 2026 |
| CHICAGO TRUST Co NA | History | No change | 11,192 | 1,487 | 0.24% | 0.25% | 1091 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Aureus Asset Management, LLC | History | No change | 11,178 | 1,485 | 0.1% | 0.1% | 1092 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 11,049 | 1,468 | 0.27% | 0.3% | 1093 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SWMG, LLC | History | Added to | 11,040 | 1,467 | 0.42% | 0.43% | 1094 | +21 | 0.19% | Q1 2026 | Apr 24, 2026 |
| Bawa N Mallick Trust | History | Reduced | 11,023 | 1,464 | 0.6% | 0.74% | 1095 | -2,800 | -20.26% | Q1 2026 | May 15, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 10,988 | 1,460 | 0.15% | 0.17% | 1097 | -658 | -5.65% | Q1 2026 | Apr 22, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Reduced | 10,986 | 1,460 | 0.28% | 0.31% | 1096 | -52 | -0.47% | Q1 2026 | May 07, 2026 |
| LPWM LLC | History | Reduced | 10,964 | 1,457 | 0.37% | 0.43% | 1098 | -872 | -7.37% | Q1 2026 | Apr 08, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 10,951 | 1,455 | 0.81% | 0.92% | 1099 | -843 | -7.15% | Q1 2026 | May 05, 2026 |
| McAdam, LLC | History | Added to | 10,948 | 1,454 | 0.07% | 0.06% | 1100 | +1,482 | 15.66% | Q1 2026 | May 08, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 10,936 | 1,453 | 0.01% | 0.01% | 1101 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ProVise Management Group, LLC | History | Reduced | 10,926 | 1,452 | 0.1% | 0.12% | 1102 | -770 | -6.58% | Q1 2026 | May 06, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 10,913 | 1,450 | 0.16% | 0.18% | 1103 | -1,110 | -9.23% | Q1 2026 | Apr 28, 2026 |
| NCM Capital Management, LLC | History | No change | 10,860 | 1,443 | 0.52% | 0.58% | 1104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 10,847 | 1,441 | 0.34% | 0.38% | 1105 | +43 | 0.4% | Q1 2026 | Apr 17, 2026 |
| F/m Investments LLC | History | No change | 10,833 | 1,439 | 0.1% | 0.06% | 1106 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 10,807 | 1,436 | 0.01% | 0.0% | 1107 | +7,101 | 191.61% | Q1 2026 | May 07, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 10,794 | 1,434 | 0.76% | 0.83% | 1108 | -13 | -0.12% | Q1 2026 | May 08, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 9,848 | 1,433 | 0.42% | 0.41% | 1109 | +12 | 0.12% | Q1 2026 | Apr 16, 2026 |
| Garde Capital, Inc. | History | Reduced | 10,747 | 1,428 | 0.09% | 0.1% | 1110 | -1,526 | -12.43% | Q1 2026 | Apr 28, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 10,729 | 1,425 | 0.09% | 0.1% | 1111 | +319 | 3.06% | Q1 2026 | Apr 17, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 10,718 | 1,424 | 0.42% | 0.49% | 1112 | -210 | -1.92% | Q1 2026 | Apr 20, 2026 |
| Nemes Rush Group LLC | History | Added to | 10,695 | 1,421 | 0.14% | 0.14% | 1114 | +12 | 0.11% | Q1 2026 | Apr 21, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 10,695 | 1,421 | 0.94% | 1.05% | 1113 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 10,678 | 1,419 | 0.04% | 0.04% | 1115 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 10,594 | 1,407 | 0.67% | 0.71% | 1116 | -86 | -0.81% | Q1 2026 | Apr 27, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 10,569 | 1,404 | 0.06% | 0.06% | 1117 | +439 | 4.33% | Q1 2026 | Apr 30, 2026 |
| Clarius Group, LLC | History | No change | 9,752 | 1,404 | 0.08% | 0.08% | 1118 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 8,700 | 1,396 | 0.47% | 0.43% | 1119 | -250 | -2.79% | Q1 2026 | Apr 28, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 10,494 | 1,394 | 0.19% | 0.27% | 1120 | -2,750 | -20.76% | Q1 2026 | May 14, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 7,937 | 1,393 | 0.03% | 0.02% | 1121 | +286 | 3.74% | Q1 2026 | May 11, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 10,482 | 1,393 | 0.89% | 0.94% | 1122 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 9,639 | 1,387 | 0.05% | 0.05% | 1123 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Brooklyn Investment Group | History | Added to | 10,431 | 1,386 | 0.04% | 0.03% | 1124 | +5,331 | 104.53% | Q1 2026 | Apr 29, 2026 |
| Chemistry Wealth Management LLC | History | No change | 10,431 | 1,386 | 0.24% | 0.28% | 1125 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 10,419 | 1,384 | 0.03% | 0.03% | 1126 | +223 | 2.19% | Q1 2026 | May 01, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 10,404 | 1,382 | 0.22% | 0.25% | 1127 | -294 | -2.75% | Q1 2026 | May 01, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 10,380 | 1,379 | 0.03% | 0.03% | 1128 | -1,315 | -11.24% | Q1 2026 | May 07, 2026 |
| Fjell Capital, LLC | History | Added to | 10,353 | 1,375 | 1.06% | 0.91% | 1130 | +2,095 | 25.37% | Q1 2026 | Apr 15, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 10,347 | 1,375 | 0.03% | 0.03% | 1129 | -386 | -3.6% | Q1 2026 | Apr 16, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 10,341 | 1,374 | 0.07% | 0.08% | 1131 | -156 | -1.49% | Q1 2026 | Apr 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 10,285 | 1,366 | 0.11% | 0.12% | 1132 | -667 | -6.09% | Q1 2026 | Apr 23, 2026 |
| Capital Square, LLC | History | Added to | 8,528 | 1,366 | 0.63% | 0.61% | 1133 | +180 | 2.16% | Q1 2026 | May 11, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 10,278 | 1,365 | 0.21% | 0.24% | 1134 | +25 | 0.24% | Q1 2026 | May 06, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 10,268 | 1,364 | 0.17% | 0.18% | 1135 | -267 | -2.53% | Q1 2026 | May 04, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 10,204 | 1,356 | 0.53% | 0.39% | 1136 | +3,595 | 54.4% | Q1 2026 | Apr 17, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | Added to | 10,183 | 1,353 | 0.28% | 0.29% | 1138 | +143 | 1.42% | Q1 2026 | Apr 13, 2026 |
| VANGUARD GROUP INC | History | No change | 9,402 | 1,353 | 0.0% | 0.0% | 1137 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hilltop National Bank | History | Reduced | 10,154 | 1,349 | 0.32% | 0.36% | 1139 | -90 | -0.88% | Q1 2026 | Apr 02, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 10,125 | 1,345 | 0.1% | 0.12% | 1140 | -1,605 | -13.68% | Q1 2026 | Apr 10, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 10,122 | 1,345 | 0.0% | 0.0% | 1141 | -700 | -6.47% | Q1 2026 | May 05, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 10,120 | 1,344 | 0.28% | 0.3% | 1142 | +2 | 0.02% | Q1 2026 | Apr 13, 2026 |
| Summit Financial Consulting LLC | History | Added to | 10,077 | 1,339 | 0.96% | 0.95% | 1143 | +1,001 | 11.03% | Q1 2026 | Apr 10, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 10,048 | 1,335 | 0.07% | 0.07% | 1144 | -10 | -0.1% | Q1 2026 | Apr 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 10,028 | 1,332 | 0.04% | 0.03% | 1145 | +2,032 | 25.41% | Q1 2026 | Apr 13, 2026 |
| CABANA LLC | History | Added to | 9,992 | 1,328 | 10.42% | 9.31% | 1146 | +1,361 | 15.77% | Q1 2026 | Apr 28, 2026 |
| Ackerman Asset Management, LLC | History | No change | 9,992 | 1,327 | 0.93% | 0.96% | 1147 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 9,951 | 1,322 | 0.47% | 0.44% | 1148 | +1,361 | 15.84% | Q1 2026 | Apr 22, 2026 |
| UMB Bank, n.a. | History | Reduced | 9,909 | 1,316 | 0.02% | 0.02% | 1149 | -743 | -6.98% | Q1 2026 | May 11, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 9,880 | 1,313 | 0.07% | 0.02% | 1150 | +7,340 | 288.98% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 9,825 | 1,305 | 0.03% | 0.03% | 1151 | +525 | 5.65% | Q1 2026 | Apr 15, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 9,802 | 1,302 | 0.14% | 0.15% | 1152 | +4,902 | 100.04% | Q1 2026 | Apr 13, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 9,783 | 1,300 | 0.84% | 0.93% | 1153 | -252 | -2.51% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 9,767 | 1,298 | 0.01% | 0.01% | 1154 | +171 | 1.78% | Q1 2026 | May 14, 2026 |
| Jacobi Capital Management LLC | History | Added to | 9,759 | 1,297 | 0.07% | 0.08% | 1155 | +558 | 6.06% | Q1 2026 | May 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 9,755 | 1,296 | 0.27% | 0.34% | 1157 | -871 | -8.2% | Q1 2026 | Apr 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 9,753 | 1,296 | 0.01% | 0.01% | 1156 | -716 | -6.84% | Q1 2026 | May 14, 2026 |
| Essex Bank | History | Reduced | 9,750 | 1,295 | 0.29% | 0.31% | 1158 | -48 | -0.49% | Q1 2026 | Apr 17, 2026 |
| Choate Investment Advisors | History | Added to | 9,706 | 1,289 | 0.03% | 0.03% | 1159 | +314 | 3.34% | Q1 2026 | May 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 9,667 | 1,284 | 0.18% | 0.2% | 1161 | -594 | -5.79% | Q1 2026 | May 15, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 9,667 | 1,284 | 0.05% | 0.05% | 1160 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 9,652 | 1,282 | 0.52% | 0.6% | 1162 | +12 | 0.12% | Q1 2026 | May 13, 2026 |
| River Wealth Advisors LLC | History | Reduced | 9,609 | 1,277 | 0.15% | 0.17% | 1163 | -962 | -9.1% | Q1 2026 | May 13, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 9,588 | 1,274 | 0.0% | 0.01% | 1164 | -11,775 | -55.12% | Q1 2026 | May 08, 2026 |
| VCI Wealth Management LLC | History | Added to | 9,590 | 1,274 | 0.35% | 0.26% | 1166 | +3,129 | 48.43% | Q1 2026 | Apr 21, 2026 |
| HCR Wealth Advisors | History | Added to | 9,590 | 1,274 | 0.13% | 0.14% | 1165 | +3 | 0.03% | Q1 2026 | Apr 21, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Added to | 9,531 | 1,266 | 0.21% | 0.2% | 1168 | +1,649 | 20.92% | Q1 2026 | Apr 16, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | Added to | 9,532 | 1,266 | 1.09% | 1.12% | 1167 | +223 | 2.4% | Q1 2026 | Apr 28, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 9,523 | 1,265 | 0.03% | 0.03% | 1169 | -379 | -3.83% | Q1 2026 | Apr 15, 2026 |
| Polaris Investment Advisors, LLC | History | No change | 9,521 | 1,265 | 0.92% | 0.99% | 1170 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Serenity Investment Advisors | History | No change | 8,750 | 1,262 | 0.74% | 0.74% | 1171 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 9,490 | 1,261 | 0.29% | 0.29% | 1172 | -100 | -1.04% | Q1 2026 | Apr 20, 2026 |
| BARINGS LLC | History | No change | 9,482 | 1,260 | 0.02% | 0.03% | 1173 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 9,208 | 1,259 | 0.14% | 0.16% | 1175 | +1,781 | 23.98% | Q1 2026 | Apr 10, 2026 |
| Naviter Wealth, LLC | History | No change | 9,476 | 1,259 | 0.16% | 0.18% | 1174 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 9,437 | 1,254 | 0.15% | 0.19% | 1176 | -1,989 | -17.41% | Q1 2026 | May 14, 2026 |
| Vanguard National Trust Co | History | New | 9,377 | 1,246 | 0.08% | — | 1177 | +9,377 | New | Q1 2026 | May 08, 2026 |
| Sherry Group, Inc. | History | Reduced | 9,341 | 1,241 | 1.36% | 1.55% | 1178 | -821 | -8.08% | Q1 2026 | May 05, 2026 |
| Austin Private Wealth, LLC | History | No change | 8,618 | 1,240 | 0.09% | 0.09% | 1179 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 9,297 | 1,235 | 0.12% | 0.12% | 1180 | +30 | 0.32% | Q1 2026 | May 04, 2026 |
| Sunesis Advisors, LLC | History | No change | 9,284 | 1,233 | 0.56% | 0.6% | 1181 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 9,257 | 1,230 | 0.41% | 0.33% | 1182 | +2,400 | 35.0% | Q1 2026 | May 05, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 9,233 | 1,227 | 0.28% | 0.32% | 1183 | -628 | -6.37% | Q1 2026 | Apr 16, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 9,225 | 1,226 | 0.79% | 0.88% | 1184 | -265 | -2.79% | Q1 2026 | Apr 24, 2026 |
| Westmount Partners, LLC | History | Reduced | 9,200 | 1,222 | 0.3% | 0.33% | 1185 | -38 | -0.41% | Q1 2026 | Apr 16, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 9,182 | 1,220 | 0.27% | 0.3% | 1186 | -370 | -3.87% | Q1 2026 | May 21, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 9,163 | 1,217 | 0.1% | 0.11% | 1187 | -9 | -0.1% | Q1 2026 | Apr 20, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 9,143 | 1,215 | 0.17% | 0.2% | 1188 | -1,144 | -11.12% | Q1 2026 | May 11, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 9,117 | 1,211 | 0.29% | 0.32% | 1189 | -734 | -7.45% | Q1 2026 | Apr 08, 2026 |
| V2 Financial group LLC | History | No change | 9,100 | 1,209 | 0.56% | 0.65% | 1190 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 9,078 | 1,206 | 0.14% | 0.16% | 1191 | +9 | 0.1% | Q1 2026 | May 08, 2026 |
| Eagle Wealth Advisors LLC | History | Added to | 9,035 | 1,200 | 1.11% | 1.1% | 1192 | +99 | 1.11% | Q1 2026 | Apr 23, 2026 |
| Athena Investment Management | History | No change | 9,020 | 1,198 | 0.62% | 0.67% | 1193 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 8,975 | 1,192 | 0.08% | 0.08% | 1194 | +36 | 0.4% | Q1 2026 | May 05, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 7,488 | 1,191 | 0.08% | 0.07% | 1196 | +1 | 0.01% | Q1 2026 | May 12, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 8,962 | 1,191 | 0.2% | 0.21% | 1195 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 8,940 | 1,188 | 0.0% | 0.0% | 1197 | +246 | 2.83% | Q1 2026 | May 06, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 8,931 | 1,186 | 0.72% | 0.74% | 1198 | +435 | 5.12% | Q1 2026 | Apr 21, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 8,852 | 1,176 | 0.2% | 0.25% | 1199 | -1,491 | -14.42% | Q1 2026 | May 05, 2026 |
| JM2 Capital Inc. | History | Added to | 8,836 | 1,174 | 0.97% | 0.96% | 1201 | +558 | 6.74% | Q1 2026 | Apr 27, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 8,834 | 1,174 | 0.26% | 0.28% | 1200 | +28 | 0.32% | Q1 2026 | Apr 23, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 8,816 | 1,171 | 0.59% | 0.63% | 1202 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 8,808 | 1,170 | 0.02% | 0.02% | 1203 | -336 | -3.67% | Q1 2026 | May 08, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 8,800 | 1,169 | 0.75% | 0.8% | 1204 | -771 | -8.06% | Q1 2026 | May 13, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 8,775 | 1,166 | 0.13% | 0.23% | 1205 | -6,079 | -40.93% | Q1 2026 | Apr 28, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 8,773 | 1,165 | 0.06% | 0.07% | 1206 | -193 | -2.15% | Q1 2026 | May 11, 2026 |
| LVW Advisors, LLC | History | New | 8,760 | 1,164 | 0.11% | — | 1207 | +8,760 | New | Q1 2026 | Apr 20, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 8,756 | 1,163 | 0.06% | 0.03% | 1208 | +4,310 | 96.94% | Q1 2026 | Apr 09, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 8,747 | 1,162 | 0.0% | 0.0% | 1209 | +529 | 6.44% | Q1 2026 | May 15, 2026 |
| Solstein Capital, LLC | History | Reduced | 8,721 | 1,159 | 0.48% | 0.54% | 1210 | -673 | -7.16% | Q1 2026 | May 14, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 8,702 | 1,156 | 0.39% | 0.37% | 1211 | -109 | -1.24% | Q1 2026 | Apr 29, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 8,690 | 1,154 | 0.67% | 0.02% | 1213 | +8,400 | 2896.55% | Q1 2026 | May 13, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 8,687 | 1,154 | 0.24% | 0.28% | 1212 | +119 | 1.39% | Q1 2026 | May 05, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 8,688 | 1,154 | 0.66% | 0.78% | 1214 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Entelevest, LLC | History | Added to | 8,680 | 1,153 | 1.15% | 1.18% | 1215 | +526 | 6.45% | Q1 2026 | May 04, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 8,670 | 1,152 | 0.83% | 1.0% | 1216 | -100 | -1.14% | Q1 2026 | Apr 29, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 8,646 | 1,149 | 1.03% | 0.83% | 1217 | +2,789 | 47.62% | Q1 2026 | May 05, 2026 |
| Coyle Financial Counsel LLC | History | No change | 8,638 | 1,147 | 0.24% | 0.27% | 1218 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hardy Reed LLC | History | No change | 8,624 | 1,146 | 0.08% | 0.09% | 1219 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ascent Group, LLC | History | Reduced | 8,618 | 1,145 | 0.04% | 0.05% | 1220 | -1,124 | -11.54% | Q1 2026 | May 15, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 8,610 | 1,144 | 0.65% | 0.68% | 1221 | +275 | 3.3% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 8,602 | 1,143 | 0.05% | 0.06% | 1222 | +39 | 0.46% | Q1 2026 | Apr 06, 2026 |
| Broyhill Asset Management, LLC | History | No change | 8,600 | 1,142 | 1.06% | 1.09% | 1223 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Peak Planning Group, LLC | History | Reduced | 8,585 | 1,140 | 0.32% | 0.35% | 1224 | -72 | -0.83% | Q1 2026 | Apr 22, 2026 |
| Calamos Advisors LLC | History | New | 8,576 | 1,139 | 0.0% | — | 1226 | +8,576 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 8,576 | 1,139 | 0.04% | 0.05% | 1225 | -1,440 | -14.38% | Q1 2026 | May 04, 2026 |
| Sather Financial Group Inc | History | Reduced | 8,468 | 1,125 | 0.07% | 0.07% | 1227 | -17 | -0.2% | Q1 2026 | Apr 29, 2026 |
| PDS Planning, Inc | History | Added to | 8,451 | 1,123 | 0.07% | 0.08% | 1228 | +3 | 0.04% | Q1 2026 | Apr 21, 2026 |
| BRADY FAMILY WEALTH, LLC | History | No change | 8,442 | 1,121 | 0.35% | 0.38% | 1229 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ELCO Management Co., LLC | History | Added to | 8,430 | 1,120 | 0.54% | 0.76% | 1230 | +24 | 0.29% | Q1 2026 | Apr 23, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 8,422 | 1,119 | 0.17% | 0.17% | 1231 | +477 | 6.0% | Q1 2026 | Apr 29, 2026 |
| SIGNATUREFD, LLC | History | Added to | 8,423 | 1,119 | 0.02% | 0.02% | 1232 | +232 | 2.83% | Q1 2026 | Apr 07, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Added to | 8,425 | 1,119 | 1.55% | 1.66% | 1233 | +189 | 2.29% | Q1 2026 | May 15, 2026 |
| Lavaca Capital LLC | History | No change | 8,400 | 1,116 | 0.2% | 0.2% | 1234 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Next Capital Management LLC | History | Added to | 8,377 | 1,113 | 0.34% | 0.38% | 1235 | +29 | 0.35% | Q1 2026 | May 07, 2026 |
| Altus Wealth Group LLC | History | Reduced | 8,331 | 1,107 | 0.45% | 0.71% | 1236 | -3,959 | -32.21% | Q1 2026 | Apr 27, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 8,322 | 1,106 | 0.66% | 0.58% | 1237 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 8,312 | 1,104 | 0.08% | 0.09% | 1238 | -1,069 | -11.4% | Q1 2026 | May 05, 2026 |
| MRWM Advisors, LLC | History | Reduced | 8,292 | 1,102 | 0.6% | 0.68% | 1239 | -562 | -6.35% | Q1 2026 | Apr 20, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 8,276 | 1,099 | 0.0% | 0.0% | 1240 | +515 | 6.64% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 8,209 | 1,091 | 0.19% | 0.15% | 1241 | +2,111 | 34.62% | Q1 2026 | May 12, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 8,163 | 1,084 | 0.25% | 0.26% | 1243 | -24 | -0.29% | Q1 2026 | May 15, 2026 |
| Oldfather Financial Services, LLC | History | No change | 7,532 | 1,084 | 0.32% | 0.32% | 1242 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WELCH & FORBES LLC | History | Added to | 8,130 | 1,080 | 0.01% | 0.01% | 1244 | +402 | 5.2% | Q1 2026 | May 01, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 8,104 | 1,077 | 0.24% | 0.27% | 1245 | +115 | 1.44% | Q1 2026 | Apr 27, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 8,083 | 1,074 | 0.03% | 0.03% | 1246 | -245 | -2.94% | Q1 2026 | May 14, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 8,063 | 1,071 | 0.09% | 0.11% | 1247 | -402 | -4.75% | Q1 2026 | Apr 20, 2026 |
| Delta Investment Management, LLC | History | Added to | 8,051 | 1,070 | 0.19% | 0.2% | 1248 | +71 | 0.89% | Q1 2026 | May 12, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 8,002 | 1,063 | 0.7% | 0.8% | 1249 | -639 | -7.39% | Q1 2026 | Apr 28, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 7,383 | 1,062 | 0.15% | 0.15% | 1250 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Strategic Financial Concepts, LLC | History | New | 7,988 | 1,061 | 0.26% | — | 1251 | +7,988 | New | Q1 2026 | May 12, 2026 |
| Geometric Wealth Advisors | History | No change | 7,976 | 1,060 | 0.13% | 0.15% | 1252 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SMITH, MOORE & CO. | History | Added to | 7,966 | 1,058 | 0.08% | 0.08% | 1253 | +784 | 10.92% | Q1 2026 | May 05, 2026 |
| Smith Salley Wealth Management | History | Added to | 7,955 | 1,057 | 0.05% | 0.05% | 1254 | +657 | 9.0% | Q1 2026 | Apr 16, 2026 |
| WP Advisors, LLC | History | Added to | 7,940 | 1,055 | 0.27% | 0.28% | 1255 | +19 | 0.24% | Q1 2026 | May 04, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | No change | 7,900 | 1,049 | 0.24% | 0.29% | 1256 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 7,897 | 1,049 | 0.23% | 0.25% | 1257 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Colonial River Investments, LLC | History | Reduced | 7,855 | 1,043 | 0.37% | 0.4% | 1259 | -2 | -0.03% | Q1 2026 | Apr 27, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 7,850 | 1,043 | 0.57% | 0.63% | 1258 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 7,855 | 1,043 | 0.42% | 0.46% | 1260 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Beaton Management Co. Inc. | History | No change | 7,830 | 1,041 | 0.46% | 0.5% | 1261 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Forza Wealth Management, LLC | History | No change | 7,810 | 1,037 | 0.36% | 0.41% | 1262 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 7,762 | 1,031 | 0.38% | 0.39% | 1263 | +2 | 0.03% | Q1 2026 | May 04, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 7,733 | 1,027 | 0.1% | 0.1% | 1264 | +770 | 11.06% | Q1 2026 | May 15, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 7,726 | 1,026 | 0.28% | 0.33% | 1265 | -157 | -1.99% | Q1 2026 | Apr 27, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 7,691 | 1,022 | 0.06% | 0.07% | 1266 | -10 | -0.13% | Q1 2026 | May 14, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 7,684 | 1,021 | 0.56% | 0.56% | 1267 | +1,504 | 24.34% | Q1 2026 | Apr 16, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 7,618 | 1,012 | 0.1% | 0.1% | 1268 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 7,031 | 1,012 | 0.34% | 0.34% | 1269 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| CIBC Asset Management Inc | History | New | 7,603 | 1,010 | 0.0% | — | 1271 | +7,603 | New | Q1 2026 | May 12, 2026 |
| Financial Partners Group, Inc | History | Reduced | 7,600 | 1,010 | 0.12% | 0.13% | 1270 | -65 | -0.85% | Q1 2026 | Apr 10, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 7,595 | 1,009 | 0.45% | 0.47% | 1272 | -537 | -6.6% | Q1 2026 | Apr 23, 2026 |
| Curi Capital, LLC | History | Reduced | 7,586 | 1,008 | 0.02% | 0.02% | 1273 | -1,047 | -12.13% | Q1 2026 | May 15, 2026 |
| Aries Wealth Management | History | No change | 7,590 | 1,008 | 0.22% | 0.24% | 1274 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 7,000 | 1,007 | 0.24% | 0.24% | 1275 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Coastline Complete Wealth LLC | History | Added to | 7,572 | 1,006 | 0.62% | 0.63% | 1276 | +671 | 9.72% | Q1 2026 | May 22, 2026 |
| ASPIRIANT, LLC | History | Reduced | 7,544 | 1,002 | 0.03% | 0.04% | 1278 | -1,766 | -18.97% | Q1 2026 | May 12, 2026 |
| AA Financial Advisors, LLC | History | Added to | 7,546 | 1,002 | 0.14% | 0.2% | 1279 | +8 | 0.11% | Q1 2026 | Apr 20, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 7,542 | 1,002 | 0.15% | 0.14% | 1277 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NVWM, LLC | History | Reduced | 7,510 | 998 | 0.22% | 0.34% | 1280 | -3,481 | -31.67% | Q1 2026 | Apr 27, 2026 |
| Sunflower Bank, N.A. | History | No change | 7,504 | 997 | 0.25% | 0.27% | 1281 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 7,480 | 994 | 0.01% | 0.01% | 1283 | +2,991 | 66.63% | Q1 2026 | May 11, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 7,485 | 994 | 0.51% | 0.49% | 1282 | +890 | 13.5% | Q1 2026 | May 13, 2026 |
| Disciplined Investments, LLC | History | No change | 7,475 | 993 | 0.36% | 0.41% | 1284 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BIP Wealth, LLC | History | Reduced | 7,446 | 989 | 0.04% | 0.04% | 1285 | -1,209 | -13.97% | Q1 2026 | Apr 27, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 7,429 | 987 | 0.31% | 0.3% | 1286 | +789 | 11.88% | Q1 2026 | May 13, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 7,425 | 986 | 0.24% | 0.26% | 1287 | -120 | -1.59% | Q1 2026 | May 13, 2026 |
| Prostatis Group LLC | History | Reduced | 7,415 | 985 | 0.25% | 0.28% | 1288 | -816 | -9.91% | Q1 2026 | May 12, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 7,320 | 972 | 0.4% | 0.45% | 1289 | -285 | -3.75% | Q1 2026 | Apr 21, 2026 |
| WJ Financial Advisors LLC | History | No change | 7,316 | 972 | 0.78% | 0.94% | 1290 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 7,308 | 971 | 0.16% | 0.2% | 1291 | -1,113 | -13.22% | Q1 2026 | Apr 21, 2026 |
| OFS Enterprise LLC | History | New | 7,304 | 970 | 0.29% | — | 1292 | +7,304 | New | Q1 2026 | Apr 09, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 7,286 | 968 | 0.01% | 0.02% | 1293 | -1,106 | -13.18% | Q1 2026 | Apr 08, 2026 |
| Regent Peak Wealth Advisors LLC | History | Added to | 7,277 | 967 | 0.2% | 0.2% | 1295 | +96 | 1.34% | Q1 2026 | Apr 14, 2026 |
| Saxony Capital Management, LLC | History | No change | 7,280 | 967 | 0.56% | 0.64% | 1294 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 7,274 | 966 | 0.11% | 0.12% | 1296 | +271 | 3.87% | Q1 2026 | May 06, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 7,256 | 964 | 0.27% | 0.3% | 1297 | -64 | -0.87% | Q1 2026 | May 07, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 7,221 | 959 | 0.34% | 0.87% | 1298 | -9,301 | -56.29% | Q1 2026 | Apr 15, 2026 |
| Fortis Advisors, LLC | History | Reduced | 7,199 | 956 | 0.48% | 0.62% | 1299 | -691 | -8.76% | Q1 2026 | May 14, 2026 |
| First International Bank of Israel Ltd. | History | Added to | 7,119 | 946 | 0.28% | 0.48% | 1300 | +159 | 2.28% | Q1 2026 | May 14, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 7,096 | 943 | 0.32% | 0.34% | 1303 | +311 | 4.58% | Q1 2026 | Apr 08, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 7,102 | 943 | 0.28% | 0.29% | 1302 | +170 | 2.45% | Q1 2026 | Apr 17, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 7,101 | 943 | 0.38% | 0.39% | 1301 | -104 | -1.44% | Q1 2026 | May 13, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 7,088 | 941 | 0.26% | 0.33% | 1304 | -183 | -2.52% | Q1 2026 | Apr 09, 2026 |
| Rossmore Private Capital | History | Reduced | 7,032 | 934 | 0.08% | 0.09% | 1306 | -298 | -4.07% | Q1 2026 | May 01, 2026 |
| FIRST COMMUNITY TRUST NA | History | Reduced | 7,032 | 934 | 0.69% | 0.78% | 1305 | -265 | -3.63% | Q1 2026 | Apr 16, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 7,004 | 930 | 0.18% | 0.14% | 1308 | +2,281 | 48.3% | Q1 2026 | May 15, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 6,999 | 930 | 0.16% | 0.15% | 1307 | +770 | 12.36% | Q1 2026 | May 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 6,988 | 928 | 0.09% | 0.1% | 1309 | +2 | 0.03% | Q1 2026 | Apr 29, 2026 |
| Aspen Investment Management Inc | History | Added to | 6,973 | 927 | 0.28% | 0.3% | 1310 | +38 | 0.55% | Q1 2026 | Apr 15, 2026 |
| Alpha Zero LLC | History | Added to | 6,970 | 926 | 0.47% | 0.55% | 1311 | +7 | 0.1% | Q1 2026 | May 07, 2026 |
| 1ST SOURCE BANK | History | Added to | 6,966 | 925 | 0.05% | 0.04% | 1312 | +1,894 | 37.34% | Q1 2026 | May 04, 2026 |
| Tranquility Partners, LLC | History | Reduced | 6,957 | 924 | 0.35% | 0.36% | 1313 | -33 | -0.47% | Q1 2026 | Apr 20, 2026 |
| Family Capital Management, Inc. | History | Reduced | 6,945 | 922 | 0.41% | 0.5% | 1314 | -868 | -11.11% | Q1 2026 | Apr 22, 2026 |
| Councilmark Asset Management, LLC | History | No change | 6,940 | 922 | 0.53% | 0.56% | 1315 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Forbes Financial Planning, Inc. | History | Reduced | 6,935 | 921 | 0.53% | 0.58% | 1316 | -7,233 | -51.05% | Q1 2026 | Apr 17, 2026 |
| HUB Investment Partners, LLC | History | Added to | 6,929 | 920 | 0.02% | 0.02% | 1317 | +1,915 | 38.19% | Q1 2026 | May 15, 2026 |
| Everest Financial Group LLC | History | Added to | 6,921 | 919 | 0.15% | 0.07% | 1318 | +4,619 | 200.65% | Q1 2026 | May 15, 2026 |
| PMG Wealth Management, Inc. | History | Reduced | 6,909 | 918 | 0.66% | 0.77% | 1319 | -424 | -5.78% | Q1 2026 | Apr 17, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 6,907 | 917 | 0.04% | 0.02% | 1320 | +3,543 | 105.32% | Q1 2026 | May 11, 2026 |
| Fund Advisors of America Inc/FL | History | Added to | 6,895 | 916 | 0.93% | 0.9% | 1321 | +64 | 0.94% | Q1 2026 | May 13, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 6,884 | 914 | 0.22% | 0.26% | 1322 | -308 | -4.28% | Q1 2026 | Apr 03, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 6,337 | 912 | 0.06% | 0.06% | 1323 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| TRB Wealth Management, LLC | History | New | 6,854 | 910 | 0.13% | — | 1325 | +6,854 | New | Q1 2026 | May 14, 2026 |
| Blue Fin Capital, Inc. | History | No change | 6,325 | 910 | 0.14% | 0.14% | 1324 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | Reduced | 6,838 | 908 | 0.01% | 0.01% | 1326 | -1,130 | -14.18% | Q1 2026 | Apr 20, 2026 |
| MWA Asset Management | History | Reduced | 6,828 | 907 | 0.5% | 0.58% | 1328 | -456 | -6.26% | Q1 2026 | May 13, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 6,831 | 907 | 0.15% | 0.16% | 1327 | +73 | 1.08% | Q1 2026 | Apr 22, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 6,823 | 906 | 0.07% | 0.07% | 1329 | +838 | 14.0% | Q1 2026 | Apr 13, 2026 |
| TBH Global Asset Management, LLC | History | New | 6,808 | 905 | 0.18% | — | 1330 | +6,808 | New | Q1 2026 | Apr 22, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 6,804 | 904 | 0.29% | 0.34% | 1331 | -520 | -7.1% | Q1 2026 | Apr 08, 2026 |
| Axim Planning & Wealth | History | Reduced | 6,801 | 903 | 1.1% | 1.04% | 1333 | -43 | -0.63% | Q1 2026 | May 14, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 6,798 | 903 | 0.36% | 0.39% | 1332 | +4 | 0.06% | Q1 2026 | Apr 29, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 6,794 | 902 | 0.05% | 0.05% | 1334 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 6,783 | 901 | 0.51% | — | 1336 | +6,783 | New | Q1 2026 | May 11, 2026 |
| Alpha Wealth Funds, LLC | History | Reduced | 6,783 | 901 | 0.6% | 0.63% | 1335 | -253 | -3.6% | Q1 2026 | May 14, 2026 |
| Welch Group, LLC | History | Reduced | 6,770 | 899 | 0.03% | 0.04% | 1337 | -1,305 | -16.16% | Q1 2026 | Apr 21, 2026 |
| Severin Investments, LLC | History | Reduced | 6,759 | 898 | 0.77% | 0.93% | 1338 | -526 | -7.22% | Q1 2026 | Apr 24, 2026 |
| Breakwater Capital Group | History | Added to | 6,754 | 897 | 0.12% | 0.14% | 1340 | +1 | 0.01% | Q1 2026 | Apr 20, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 6,754 | 897 | 0.02% | 0.02% | 1339 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Elevation Advisory Partners LLC | History | New | 6,047 | 895 | 0.84% | — | 1342 | +6,047 | New | Q1 2026 | May 08, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | No change | 6,738 | 895 | 0.56% | 0.55% | 1341 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 6,726 | 893 | 0.26% | 0.28% | 1343 | -112 | -1.64% | Q1 2026 | May 14, 2026 |
| Investmark Advisory Group LLC | History | Added to | 6,725 | 893 | 0.38% | 0.41% | 1344 | +8 | 0.12% | Q1 2026 | May 15, 2026 |
| PUREfi Wealth, LLC | History | No change | 6,720 | 893 | 0.59% | 0.74% | 1345 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 6,712 | 891 | 0.63% | 0.72% | 1346 | +34 | 0.51% | Q1 2026 | May 19, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 6,678 | 887 | 0.25% | 0.3% | 1347 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 6,660 | 885 | 0.07% | 0.08% | 1348 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Kensington Investment Counsel, LLC | History | Added to | 6,641 | 882 | 0.42% | 0.23% | 1349 | +2,687 | 67.96% | Q1 2026 | May 18, 2026 |
| Wealth Group Ltd | History | Added to | 6,611 | 878 | 0.2% | 0.2% | 1350 | +302 | 4.79% | Q1 2026 | Apr 10, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 6,584 | 875 | 0.06% | 0.05% | 1352 | +3,861 | 141.79% | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 6,589 | 875 | 0.02% | 0.02% | 1351 | +457 | 7.45% | Q1 2026 | May 07, 2026 |
| BAYBAN | History | Reduced | 6,588 | 875 | 0.76% | 0.84% | 1354 | -36 | -0.54% | Q1 2026 | Apr 24, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 6,591 | 875 | 0.66% | 0.68% | 1353 | -25 | -0.38% | Q1 2026 | May 08, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 6,501 | 863 | 0.12% | 0.13% | 1355 | +676 | 11.61% | Q1 2026 | Apr 30, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 6,484 | 861 | 0.04% | 0.05% | 1356 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Advisor OS, LLC | History | Reduced | 6,475 | 860 | 0.06% | 0.23% | 1357 | -13,000 | -66.75% | Q1 2026 | May 07, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 6,468 | 859 | 0.02% | 0.03% | 1358 | -417 | -6.06% | Q1 2026 | Apr 15, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 6,439 | 855 | 0.1% | 0.15% | 1359 | -2,225 | -25.68% | Q1 2026 | Apr 23, 2026 |
| Obermeyer Wealth Partners | History | No change | 6,408 | 851 | 0.04% | 0.04% | 1360 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 6,305 | 850 | 0.04% | 0.04% | 1361 | -143 | -2.22% | Q1 2026 | Apr 27, 2026 |
| Bluebird Wealth Management LLC | History | No change | 6,400 | 850 | 0.87% | 0.86% | 1362 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 6,376 | 847 | 0.06% | 0.06% | 1363 | -23 | -0.36% | Q1 2026 | May 05, 2026 |
| Pictet North America Advisors SA | History | No change | 6,374 | 847 | 0.08% | 0.09% | 1364 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SNS Financial Group, LLC | History | Reduced | 6,360 | 845 | 0.07% | 0.08% | 1365 | -344 | -5.13% | Q1 2026 | Apr 14, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 5,300 | 843 | 0.45% | 0.48% | 1368 | -384 | -6.76% | Q1 2026 | May 04, 2026 |
| Ignite Planners, LLC | History | Added to | 6,344 | 843 | 0.13% | 0.13% | 1367 | +332 | 5.52% | Q1 2026 | Apr 17, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,348 | 843 | 0.51% | 0.52% | 1366 | -38 | -0.6% | Q1 2026 | May 01, 2026 |
| Accredited Investors Inc. | History | Added to | 6,333 | 841 | 0.05% | 0.04% | 1369 | +605 | 10.56% | Q1 2026 | Apr 30, 2026 |
| Boston Trust Walden Corp | History | Added to | 6,332 | 841 | 0.01% | 0.01% | 1370 | +30 | 0.48% | Q1 2026 | Apr 24, 2026 |
| Guardian Capital, LLC | History | Reduced | 6,326 | 840 | 0.8% | 0.91% | 1371 | -749 | -10.59% | Q1 2026 | May 11, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 6,302 | 837 | 0.4% | 0.4% | 1372 | +438 | 7.47% | Q1 2026 | May 12, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 6,278 | 834 | 0.5% | 0.76% | 1374 | -2,691 | -30.0% | Q1 2026 | May 06, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 6,280 | 834 | 0.01% | 0.01% | 1373 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| LaFleur & Godfrey LLC | History | Reduced | 6,255 | 831 | 0.1% | 0.12% | 1375 | -515 | -7.61% | Q1 2026 | May 04, 2026 |
| Sovran Advisors, LLC | History | Reduced | 5,206 | 830 | 0.07% | 0.07% | 1376 | -87 | -1.64% | Q1 2026 | May 01, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 5,720 | 823 | 0.11% | 0.11% | 1377 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 6,200 | 823 | 0.42% | 0.47% | 1378 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | New | 6,100 | 822 | 0.17% | — | 1381 | +6,100 | New | Q1 2026 | May 11, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 6,190 | 822 | 0.22% | 0.26% | 1379 | -281 | -4.34% | Q1 2026 | May 11, 2026 |
| Financial Freedom, LLC | History | Added to | 6,187 | 822 | 0.41% | 0.44% | 1380 | +6 | 0.1% | Q1 2026 | Apr 30, 2026 |
| DSG Capital Advisors, LLC | History | No change | 6,174 | 820 | 0.13% | 0.14% | 1382 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Activest Wealth Management | History | Added to | 6,165 | 819 | 0.14% | 0.13% | 1383 | +1,429 | 30.17% | Q1 2026 | Apr 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 6,156 | 818 | 0.1% | 0.11% | 1384 | +458 | 8.04% | Q1 2026 | May 12, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 6,126 | 814 | 0.24% | 0.29% | 1386 | -288 | -4.49% | Q1 2026 | Apr 06, 2026 |
| HARVEY CAPITAL MANAGEMENT INC | History | Reduced | 6,130 | 814 | 0.19% | 0.19% | 1385 | -20 | -0.33% | Q1 2026 | May 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 6,120 | 813 | 0.0% | 0.01% | 1387 | -41,720 | -87.21% | Q1 2026 | May 14, 2026 |
| Kessler Investment Group, LLC | History | New | 6,102 | 810 | 0.38% | — | 1388 | +6,102 | New | Q1 2026 | Apr 10, 2026 |
| American Trust | History | Reduced | 6,080 | 807 | 0.07% | 0.11% | 1389 | -3,289 | -35.11% | Q1 2026 | May 01, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 6,064 | 805 | 0.13% | 0.14% | 1390 | +30 | 0.5% | Q1 2026 | May 14, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 6,064 | 805 | 0.11% | 0.13% | 1391 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Inscription Capital, LLC | History | Reduced | 6,041 | 802 | 0.08% | 0.09% | 1392 | -144 | -2.33% | Q1 2026 | Apr 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 6,018 | 800 | 0.25% | 0.28% | 1393 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wellington Shields & Co., LLC | History | Reduced | 5,995 | 796 | 0.2% | 0.22% | 1394 | -197 | -3.18% | Q1 2026 | May 04, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 5,991 | 796 | 0.14% | 0.14% | 1395 | +167 | 2.87% | Q1 2026 | Apr 17, 2026 |
| Hexagon Capital Partners LLC | History | New | 5,979 | 794 | 0.12% | — | 1396 | +5,979 | New | Q1 2026 | May 04, 2026 |
| Oxler Private Wealth LLC | History | Added to | 5,969 | 793 | 0.25% | 0.25% | 1397 | +8 | 0.13% | Q1 2026 | Apr 28, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 5,963 | 792 | 0.71% | 0.72% | 1398 | +146 | 2.51% | Q1 2026 | Apr 16, 2026 |
| Nvest Financial, LLC | History | Added to | 5,957 | 791 | 0.29% | 0.35% | 1399 | +157 | 2.71% | Q1 2026 | Apr 28, 2026 |
| Grove Bank & Trust | History | No change | 5,950 | 790 | 0.09% | 0.1% | 1400 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Elevation Wealth Management LLC | History | Added to | 5,911 | 785 | 0.72% | 0.39% | 1401 | +3,115 | 111.41% | Q1 2026 | May 11, 2026 |
| Mason & Associates Inc | History | Added to | 6,113 | 779 | 0.15% | 0.16% | 1403 | +75 | 1.24% | Q1 2026 | Apr 30, 2026 |
| Brick & Kyle, Associates | History | No change | 5,413 | 779 | 0.28% | 0.28% | 1402 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Embree Financial Group | History | No change | 5,869 | 779 | 0.09% | 0.1% | 1404 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 5,850 | 777 | 0.02% | 0.02% | 1405 | +944 | 19.24% | Q1 2026 | May 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 5,847 | 777 | 0.04% | 0.06% | 1406 | +181 | 3.19% | Q1 2026 | May 11, 2026 |
| Greenline Wealth Management LLC | History | Added to | 5,845 | 776 | 0.9% | 0.64% | 1407 | +1,558 | 36.34% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | New | 5,838 | 775 | 0.01% | — | 1408 | +5,838 | New | Q1 2026 | May 15, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 5,831 | 774 | 0.03% | 0.03% | 1409 | +1,599 | 37.78% | Q1 2026 | Apr 29, 2026 |
| Truvestments Capital LLC | History | Added to | 5,825 | 774 | 0.14% | 0.15% | 1410 | +8 | 0.14% | Q1 2026 | May 13, 2026 |
| Arista Wealth Management, LLC | History | No change | 5,814 | 772 | 0.09% | 0.1% | 1411 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 5,809 | 771 | 0.19% | 0.24% | 1412 | -70 | -1.19% | Q1 2026 | Apr 28, 2026 |
| Estate Planners Group, LLC | History | Added to | 5,796 | 770 | 0.37% | 0.32% | 1414 | +703 | 13.8% | Q1 2026 | May 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 5,794 | 770 | 0.03% | 0.03% | 1413 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 5,748 | 763 | 0.18% | 0.19% | 1415 | +1 | 0.02% | Q1 2026 | Apr 17, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 5,286 | 761 | 0.22% | 0.22% | 1416 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 5,720 | 760 | 0.25% | 0.47% | 1417 | -4,412 | -43.55% | Q1 2026 | Apr 21, 2026 |
| Integrated Financial Solutions, Inc. | History | Added to | 5,717 | 759 | 0.53% | 0.44% | 1419 | +628 | 12.34% | Q1 2026 | Apr 10, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 5,714 | 759 | 0.28% | 0.31% | 1418 | -56 | -0.97% | Q1 2026 | May 18, 2026 |
| North Capital, Inc. | History | No change | 5,704 | 758 | 0.64% | 0.71% | 1420 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Baldwin Investment Management, LLC | History | No change | 5,700 | 757 | 0.09% | 0.09% | 1421 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 5,691 | 756 | 0.02% | 0.02% | 1422 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Clare Market Investments LLC | History | New | 5,679 | 754 | 0.16% | — | 1423 | +5,679 | New | Q1 2026 | Apr 29, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 5,626 | 747 | 0.31% | 0.48% | 1424 | -3,874 | -40.78% | Q1 2026 | Apr 14, 2026 |
| Cullen Capital Management, LLC | History | Added to | 5,606 | 745 | 0.01% | 0.0% | 1425 | +3,472 | 162.7% | Q1 2026 | May 15, 2026 |
| INSIGHT 2811, INC. | History | Reduced | 5,600 | 744 | 0.31% | 0.01% | 1426 | -9,400 | -62.67% | Q1 2026 | May 07, 2026 |
| SlateStone Wealth, LLC | History | Added to | 5,599 | 744 | 0.06% | 0.05% | 1428 | +1,799 | 47.34% | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 5,600 | 744 | 0.04% | 0.04% | 1427 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 5,586 | 742 | 0.06% | 0.06% | 1429 | -48 | -0.85% | Q1 2026 | Apr 28, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 4,659 | 741 | 0.11% | 0.13% | 1430 | -22,924 | -83.11% | Q1 2026 | May 01, 2026 |
| TABLEAUX LLC | History | Added to | 5,582 | 741 | 0.36% | 0.55% | 1431 | +204 | 3.79% | Q1 2026 | May 14, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 5,588 | 739 | 0.1% | 0.1% | 1432 | +496 | 9.74% | Q1 2026 | Apr 30, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 5,565 | 739 | 0.25% | 0.27% | 1433 | -24 | -0.43% | Q1 2026 | May 13, 2026 |
| Advance Capital Management, Inc. | History | Added to | 5,560 | 738 | 0.03% | 0.03% | 1434 | +183 | 3.4% | Q1 2026 | Apr 29, 2026 |
| REBALANCE, LLC | History | Reduced | 5,555 | 738 | 0.04% | 0.05% | 1435 | -72 | -1.28% | Q1 2026 | May 11, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 5,546 | 737 | 0.31% | 0.31% | 1436 | +150 | 2.78% | Q1 2026 | May 14, 2026 |
| Asset Management Group, Inc. | History | Added to | 5,540 | 736 | 0.12% | 0.13% | 1437 | +7 | 0.13% | Q1 2026 | May 15, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 5,545 | 736 | 0.23% | 0.25% | 1438 | +7 | 0.13% | Q1 2026 | Apr 16, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 5,520 | 733 | 0.17% | 0.18% | 1439 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 5,749 | 732 | 0.04% | 0.03% | 1440 | +1,384 | 31.71% | Q1 2026 | May 14, 2026 |
| TAGStone Capital, Inc. | History | New | 5,506 | 731 | 0.26% | — | 1442 | +5,506 | New | Q1 2026 | May 11, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 5,505 | 731 | 0.06% | 0.06% | 1441 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bramshill Investments, LLC | History | Reduced | 5,500 | 730 | 0.06% | 0.17% | 1443 | -15,000 | -73.17% | Q1 2026 | May 15, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | New | 5,500 | 730 | 0.02% | — | 1444 | +5,500 | New | Q1 2026 | May 14, 2026 |
| Nautilus Advisors LLC | History | New | 5,490 | 729 | 0.5% | — | 1445 | +5,490 | New | Q1 2026 | Apr 17, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 5,480 | 728 | 0.15% | 0.53% | 1446 | -14,663 | -72.79% | Q1 2026 | May 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 5,052 | 727 | 0.06% | 0.06% | 1447 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 5,468 | 726 | 0.78% | 1.53% | 1448 | -12,699 | -69.9% | Q1 2026 | Apr 28, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 5,465 | 726 | 0.14% | 0.14% | 1449 | +702 | 14.74% | Q1 2026 | May 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 5,455 | 725 | 0.02% | 0.02% | 1450 | -300 | -5.21% | Q1 2026 | May 13, 2026 |
| Goodman Advisory Group, LLC | History | Added to | 5,452 | 724 | 0.19% | 0.18% | 1451 | +305 | 5.93% | Q1 2026 | Apr 22, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 5,440 | 723 | 0.05% | 0.15% | 1452 | -9,811 | -64.33% | Q1 2026 | May 12, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Added to | 5,444 | 723 | 0.18% | 0.19% | 1453 | +8 | 0.15% | Q1 2026 | Apr 22, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 5,438 | 722 | 0.15% | 0.16% | 1454 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 5,420 | 720 | 0.1% | 0.12% | 1455 | -572 | -9.55% | Q1 2026 | Apr 22, 2026 |
| MBL Wealth, LLC | History | Reduced | 5,418 | 720 | 0.05% | 0.07% | 1456 | -450 | -7.67% | Q1 2026 | Apr 28, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 5,425 | 720 | 0.03% | 0.03% | 1457 | +168 | 3.2% | Q1 2026 | May 07, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 4,942 | 719 | 0.31% | 0.34% | 1458 | -325 | -6.17% | Q1 2026 | Apr 15, 2026 |
| Texas Yale Capital Corp. | History | No change | 5,400 | 717 | 0.02% | 0.02% | 1459 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 5,391 | 716 | 0.14% | 0.13% | 1460 | +855 | 18.85% | Q1 2026 | May 12, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Reduced | 5,388 | 716 | 0.52% | 0.61% | 1461 | -331 | -5.79% | Q1 2026 | Apr 09, 2026 |
| Vectors Research Management, LLC | History | Added to | 5,377 | 714 | 0.21% | 0.23% | 1462 | +56 | 1.05% | Q1 2026 | May 05, 2026 |
| TCFG Investment Advisors, LLC | History | New | 5,358 | 712 | 0.27% | — | 1464 | +5,358 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 5,358 | 712 | 0.27% | 0.28% | 1463 | +361 | 7.22% | Q1 2026 | Apr 23, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 5,357 | 711 | 0.13% | 0.22% | 1465 | -2,771 | -34.09% | Q1 2026 | Apr 15, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 5,328 | 708 | 0.29% | 0.33% | 1466 | -555 | -9.43% | Q1 2026 | May 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 4,918 | 708 | 0.03% | 0.03% | 1467 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 5,320 | 707 | 0.05% | 0.08% | 1468 | -2,900 | -35.28% | Q1 2026 | May 15, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 5,319 | 706 | 0.7% | 0.76% | 1469 | +24 | 0.45% | Q1 2026 | Apr 14, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 5,149 | 705 | 0.05% | 0.29% | 1470 | -21,937 | -80.99% | Q1 2026 | May 05, 2026 |
| STAR Financial Bank | History | No change | 5,287 | 702 | 0.33% | 0.39% | 1471 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 5,276 | 701 | 0.03% | 0.03% | 1472 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Diversified Trust Co | History | No change | 5,276 | 701 | 0.01% | 0.01% | 1473 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Global View Capital Management LLC | History | Reduced | 5,271 | 700 | 0.19% | 0.54% | 1474 | -14,764 | -73.69% | Q1 2026 | May 04, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Reduced | 5,256 | 698 | 0.19% | 0.2% | 1476 | -15 | -0.28% | Q1 2026 | Apr 22, 2026 |
| Platform Technology Partners | History | Reduced | 5,255 | 698 | 0.13% | 0.16% | 1475 | -6 | -0.11% | Q1 2026 | Apr 27, 2026 |
| FLC Capital Advisors | History | Reduced | 5,222 | 694 | 0.12% | 0.15% | 1477 | -374 | -6.68% | Q1 2026 | May 01, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 5,215 | 693 | 0.43% | 0.47% | 1478 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 5,210 | 692 | 0.07% | 0.08% | 1479 | +11 | 0.21% | Q1 2026 | May 06, 2026 |
| Total Wealth Planning & Management, Inc. | History | Reduced | 5,200 | 691 | 0.51% | 0.85% | 1482 | -2,782 | -34.85% | Q1 2026 | May 05, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 5,204 | 691 | 0.02% | 0.02% | 1481 | +283 | 5.75% | Q1 2026 | Apr 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 5,206 | 691 | 0.07% | 0.08% | 1480 | -200 | -3.7% | Q1 2026 | May 11, 2026 |
| Burford Brothers, Inc. | History | Reduced | 5,185 | 689 | 0.28% | 0.34% | 1483 | -604 | -10.43% | Q1 2026 | Apr 27, 2026 |
| Marex Group plc | History | New | 5,184 | 688 | 0.0% | — | 1485 | +5,184 | New | Q1 2026 | May 13, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 5,182 | 688 | 0.04% | 0.03% | 1484 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 5,168 | 686 | 0.11% | 0.13% | 1486 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Lumbard & Kellner, LLC | History | No change | 5,140 | 683 | 0.24% | 0.26% | 1487 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Klingman & Associates, LLC | History | Added to | 5,138 | 682 | 0.03% | 0.03% | 1488 | +464 | 9.93% | Q1 2026 | May 14, 2026 |
| Byrne Asset Management LLC | History | Reduced | 5,135 | 682 | 0.4% | 0.42% | 1489 | -125 | -2.38% | Q1 2026 | Apr 02, 2026 |
| True Vision MN LLC | History | New | 5,127 | 681 | 0.35% | — | 1492 | +5,127 | New | Q1 2026 | Apr 16, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 5,126 | 681 | 0.47% | 0.57% | 1491 | -894 | -14.85% | Q1 2026 | Apr 07, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 5,131 | 681 | 0.13% | 0.11% | 1490 | +264 | 5.42% | Q1 2026 | May 11, 2026 |
| Diligent Investors, LLC | History | No change | 5,110 | 679 | 0.17% | 0.18% | 1493 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ellevest, Inc. | History | No change | 5,108 | 678 | 0.09% | 0.1% | 1494 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Lynx Investment Advisory | History | Reduced | 5,098 | 677 | 0.32% | 0.4% | 1495 | -15 | -0.29% | Q1 2026 | Apr 24, 2026 |
| Destination Wealth Management | History | Added to | 5,093 | 676 | 0.02% | 0.01% | 1496 | +1,737 | 51.76% | Q1 2026 | May 15, 2026 |
| Heritage Family Offices, LLP | History | Added to | 5,073 | 674 | 0.3% | 0.33% | 1497 | +5 | 0.1% | Q1 2026 | Apr 08, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 5,068 | 673 | 0.54% | 0.66% | 1498 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 5,058 | 672 | 0.03% | 0.03% | 1499 | -168 | -3.21% | Q1 2026 | May 04, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 4,668 | 672 | 0.1% | 0.1% | 1500 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clark Asset Management, LLC | History | Added to | 5,052 | 671 | 0.06% | 0.07% | 1503 | +510 | 11.23% | Q1 2026 | Apr 16, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 4,708 | 671 | 0.01% | 0.01% | 1501 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 5,052 | 671 | 0.04% | 0.04% | 1502 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vantus Wealth LLC | History | No change | 4,661 | 671 | 0.49% | 0.49% | 1504 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 5,045 | 670 | 0.65% | 0.58% | 1505 | +1,101 | 27.92% | Q1 2026 | Apr 07, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 4,237 | 669 | 0.4% | 0.29% | 1506 | +1,062 | 33.45% | Q1 2026 | Apr 23, 2026 |
| Parkside Financial Bank & Trust | History | No change | 5,032 | 668 | 0.05% | 0.05% | 1507 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| American Financial Advisors, LLC | History | Reduced | 5,021 | 667 | 0.09% | 0.1% | 1508 | -98 | -1.91% | Q1 2026 | May 13, 2026 |
| John W. Brooker & Co., CPAs | History | New | 5,018 | 666 | 1.05% | — | 1511 | +5,018 | New | Q1 2026 | Apr 13, 2026 |
| JDM Financial Group LLC | History | Added to | 5,014 | 666 | 0.26% | 0.24% | 1510 | +662 | 15.21% | Q1 2026 | May 20, 2026 |
| Hanson & Doremus Investment Management | History | No change | 5,012 | 666 | 0.08% | 0.09% | 1509 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Apriem Advisors | History | No change | 5,006 | 665 | 0.06% | 0.07% | 1512 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 5,006 | 665 | 0.11% | 0.11% | 1513 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WOODSTOCK CORP | History | No change | 5,000 | 664 | 0.06% | 0.06% | 1514 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| LS Investment Advisors, LLC | History | No change | 5,000 | 664 | 0.1% | 0.1% | 1515 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 4,971 | 660 | 0.09% | 0.04% | 1516 | +3,407 | 217.84% | Q1 2026 | May 08, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 4,956 | 658 | 0.22% | 7.27% | 1518 | -152,461 | -96.85% | Q1 2026 | Apr 22, 2026 |
| Balefire, LLC | History | Reduced | 4,956 | 658 | 0.12% | 0.19% | 1517 | -1,763 | -26.24% | Q1 2026 | May 07, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 4,945 | 657 | 0.24% | 0.19% | 1519 | +1,163 | 30.75% | Q1 2026 | May 06, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 4,630 | 657 | 0.08% | 0.1% | 1520 | -700 | -13.13% | Q1 2026 | Apr 20, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 4,931 | 655 | 0.36% | 0.38% | 1521 | +70 | 1.44% | Q1 2026 | Apr 21, 2026 |
| Allie Family Office LLC | History | Reduced | 4,572 | 654 | 0.29% | 0.51% | 1522 | -1,001 | -17.96% | Q1 2026 | May 13, 2026 |
| Prospect Financial Services LLC | History | Reduced | 4,927 | 654 | 0.4% | 0.42% | 1523 | -210 | -4.09% | Q1 2026 | Apr 24, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 4,918 | 653 | 0.02% | 0.03% | 1524 | -988 | -16.73% | Q1 2026 | Apr 06, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 4,916 | 653 | 0.18% | 0.2% | 1525 | -39 | -0.79% | Q1 2026 | Apr 08, 2026 |
| Heritage Trust Co | History | No change | 4,912 | 652 | 0.07% | 0.07% | 1526 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 4,902 | 651 | 0.03% | 0.04% | 1527 | -545 | -10.01% | Q1 2026 | Apr 24, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 4,849 | 644 | 0.01% | 0.01% | 1528 | -31 | -0.64% | Q1 2026 | May 01, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 4,834 | 642 | 0.16% | 0.17% | 1529 | +188 | 4.05% | Q1 2026 | Apr 09, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 4,818 | 640 | 0.45% | 0.5% | 1530 | -319 | -6.21% | Q1 2026 | Apr 21, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 4,810 | 639 | 0.08% | 0.09% | 1531 | -78 | -1.6% | Q1 2026 | Apr 23, 2026 |
| American State Bank (Iowa) | History | Reduced | 4,807 | 638 | 0.31% | 0.36% | 1533 | -421 | -8.05% | Q1 2026 | Apr 14, 2026 |
| BCI SECURITIES, INC. | History | No change | 4,804 | 638 | 6.29% | 5.97% | 1532 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Petros Family Wealth, LLC | History | Reduced | 4,795 | 637 | 0.45% | 0.49% | 1534 | -355 | -6.89% | Q1 2026 | Apr 24, 2026 |
| MCF Advisors LLC | History | Added to | 4,781 | 635 | 0.03% | 0.01% | 1536 | +3,268 | 215.99% | Q1 2026 | May 11, 2026 |
| WELCH CAPITAL PARTNERS LLC/NY | History | No change | 4,780 | 635 | 0.14% | 0.14% | 1535 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,408 | 634 | 0.02% | 0.02% | 1537 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 4,760 | 633 | 0.0% | 0.0% | 1538 | +1,049 | 28.27% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 4,768 | 633 | 0.09% | 0.1% | 1539 | +3 | 0.06% | Q1 2026 | Apr 24, 2026 |
| DAGCO, INC. | History | Added to | 4,751 | 631 | 0.14% | 0.16% | 1540 | +5 | 0.11% | Q1 2026 | Apr 20, 2026 |
| Berman McAleer LLC | History | No change | 4,749 | 631 | 0.09% | 0.09% | 1541 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Farmers National Bank | History | No change | 4,343 | 625 | 0.14% | 0.14% | 1542 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Summit Asset Management, LLC | History | Added to | 4,700 | 624 | 0.09% | 0.04% | 1543 | +2,900 | 161.11% | Q1 2026 | May 08, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 4,687 | 622 | 0.14% | 0.08% | 1545 | +2,360 | 101.42% | Q1 2026 | May 14, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 4,684 | 622 | 0.04% | 0.05% | 1544 | -80 | -1.68% | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 4,678 | 621 | 0.04% | 0.05% | 1546 | -2 | -0.04% | Q1 2026 | Apr 10, 2026 |
| DV Trading LLC | History | Reduced | 4,648 | 617 | 0.01% | 0.64% | 1547 | -154,298 | -97.08% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 4,636 | 616 | 0.16% | 0.16% | 1548 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Luminist Capital LLC | History | Reduced | 4,623 | 614 | 0.82% | 1.85% | 1549 | -5,836 | -55.8% | Q1 2026 | Apr 24, 2026 |
| R.H. Investment Group, LLC | History | New | 4,334 | 614 | 0.47% | — | 1550 | +4,334 | New | Q1 2026 | Apr 14, 2026 |
| Pioneer Family Office, LLC | History | Added to | 4,603 | 611 | 0.39% | 0.38% | 1552 | +731 | 18.88% | Q1 2026 | May 13, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 4,600 | 611 | 0.17% | 0.18% | 1551 | +90 | 2.0% | Q1 2026 | May 08, 2026 |
| CPC Advisors, LLC | History | Added to | 4,594 | 610 | 0.1% | 0.04% | 1554 | +1,936 | 72.84% | Q1 2026 | Apr 16, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 4,597 | 610 | 0.25% | 0.28% | 1556 | -658 | -12.52% | Q1 2026 | Apr 13, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 4,590 | 610 | 0.35% | 0.41% | 1555 | -436 | -8.67% | Q1 2026 | Apr 09, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 4,594 | 610 | 0.14% | 0.15% | 1553 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 4,577 | 608 | 0.03% | 0.03% | 1557 | +9 | 0.2% | Q1 2026 | May 12, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 4,570 | 607 | 0.07% | 0.07% | 1558 | +30 | 0.66% | Q1 2026 | May 01, 2026 |
| Claro Advisors Inc. | History | Reduced | 4,566 | 606 | 0.07% | 0.12% | 1559 | -1,406 | -23.54% | Q1 2026 | Apr 21, 2026 |
| Avalon Trust Co | History | Reduced | 4,552 | 605 | 0.04% | 0.07% | 1560 | -2,624 | -36.57% | Q1 2026 | May 06, 2026 |
| Haven Private, LLC | History | Reduced | 4,556 | 605 | 0.26% | 0.33% | 1561 | -718 | -13.61% | Q1 2026 | May 05, 2026 |
| McLaughlin Asset Management, Inc. | History | Reduced | 4,551 | 604 | 0.58% | 0.64% | 1565 | -425 | -8.54% | Q1 2026 | Apr 29, 2026 |
| Artesa Financial Group, LLC | History | Added to | 4,552 | 604 | 0.58% | 0.66% | 1564 | +83 | 1.86% | Q1 2026 | Apr 21, 2026 |
| INTRUST BANK NA | History | No change | 4,552 | 604 | 0.05% | 0.05% | 1562 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 4,548 | 604 | 0.04% | 0.04% | 1563 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Canal Capital Management, LLC | History | Added to | 4,534 | 602 | 0.08% | 0.09% | 1566 | +300 | 7.09% | Q1 2026 | Apr 27, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 4,532 | 602 | 0.37% | 0.39% | 1567 | -84 | -1.82% | Q1 2026 | May 14, 2026 |
| Larry Mathis Financial Planning, LLC | History | Reduced | 4,518 | 600 | 0.54% | 1.34% | 1569 | -6,025 | -57.15% | Q1 2026 | Apr 21, 2026 |
| Black Maple Capital Management LP | History | No change | 4,520 | 600 | 0.33% | 0.45% | 1568 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mosaic Advisors LLC | History | New | 3,743 | 599 | 0.9% | — | 1570 | +3,743 | New | Q1 2026 | May 04, 2026 |
| Granite Bay Wealth Management, LLC | History | Reduced | 4,500 | 598 | 0.13% | 0.18% | 1572 | -1,000 | -18.18% | Q1 2026 | May 01, 2026 |
| Wealthquest Corp | History | No change | 4,154 | 598 | 0.05% | 0.05% | 1571 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 4,498 | 597 | 0.2% | 0.2% | 1573 | -62 | -1.36% | Q1 2026 | May 15, 2026 |
| ARWA LLC | History | Reduced | 4,188 | 595 | 0.29% | 0.41% | 1574 | -704 | -14.39% | Q1 2026 | Apr 13, 2026 |
| MAIRS & POWER INC | History | No change | 4,470 | 594 | 0.01% | 0.01% | 1575 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gray Private Wealth, LLC | History | No change | 4,472 | 594 | 0.3% | 0.31% | 1576 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 4,467 | 593 | 0.2% | 0.25% | 1577 | -889 | -16.6% | Q1 2026 | Apr 14, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 4,455 | 592 | 0.01% | 0.01% | 1579 | -5,435 | -54.95% | Q1 2026 | May 14, 2026 |
| Bellecapital International Ltd. | History | No change | 4,460 | 592 | 0.11% | 0.11% | 1578 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| L & S Advisors Inc | History | Added to | 4,442 | 590 | 0.07% | 0.06% | 1580 | +32 | 0.73% | Q1 2026 | May 11, 2026 |
| Cottage Street Advisors LLC | History | Added to | 4,436 | 589 | 0.25% | 0.27% | 1581 | +4 | 0.09% | Q1 2026 | Apr 20, 2026 |
| Kendall Capital Management | History | Reduced | 4,432 | 589 | 0.12% | 0.13% | 1582 | -4 | -0.09% | Q1 2026 | Apr 24, 2026 |
| HORAN Wealth, LLC | History | No change | 4,145 | 589 | 0.06% | 0.09% | 1583 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX | History | No change | 4,088 | 588 | 0.13% | 0.13% | 1584 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Longview Financial Advisors LLC | History | No change | 4,426 | 588 | 0.32% | 0.35% | 1585 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 4,421 | 587 | 0.02% | 0.01% | 1586 | +1,530 | 52.92% | Q1 2026 | May 13, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 4,461 | 586 | 0.17% | 0.61% | 1587 | -10,350 | -69.88% | Q1 2026 | May 01, 2026 |
| FCG Investment Co | History | New | 4,411 | 586 | 0.26% | — | 1589 | +4,411 | New | Q1 2026 | Apr 09, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 4,411 | 586 | 0.38% | 0.41% | 1588 | +123 | 2.87% | Q1 2026 | May 12, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 4,408 | 585 | 0.08% | 0.05% | 1591 | +1,848 | 72.19% | Q1 2026 | Apr 21, 2026 |
| Community Bank, N.A. | History | Added to | 4,404 | 585 | 0.07% | 0.07% | 1590 | +14 | 0.32% | Q1 2026 | May 12, 2026 |
| Charles Schwab Trust Co | History | Added to | 4,401 | 584 | 0.04% | 0.02% | 1592 | +2,089 | 90.35% | Q1 2026 | Apr 10, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 4,062 | 584 | 0.17% | 0.17% | 1593 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 4,388 | 583 | 0.02% | 0.11% | 1594 | -22,833 | -83.88% | Q1 2026 | May 18, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 4,392 | 583 | 0.07% | 0.07% | 1595 | +408 | 10.24% | Q1 2026 | May 06, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 4,378 | 581 | 0.09% | 0.16% | 1597 | -3,400 | -43.71% | Q1 2026 | May 11, 2026 |
| Vident Advisory, LLC | History | Reduced | 4,372 | 581 | 0.0% | 0.01% | 1598 | -1,930 | -30.63% | Q1 2026 | May 14, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 4,377 | 581 | 0.05% | 0.05% | 1596 | -75 | -1.68% | Q1 2026 | May 13, 2026 |
| Ridgewood Investments LLC | History | New | 4,359 | 579 | 0.24% | — | 1600 | +4,359 | New | Q1 2026 | Apr 03, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 4,358 | 579 | 0.04% | 0.04% | 1599 | -68 | -1.54% | Q1 2026 | Apr 16, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Reduced | 4,342 | 577 | 0.08% | 0.09% | 1601 | -150 | -3.34% | Q1 2026 | Apr 21, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Reduced | 3,834 | 576 | 0.38% | 0.38% | 1602 | -203 | -5.03% | Q1 2026 | Apr 24, 2026 |
| Addison Advisors LLC | History | No change | 4,332 | 575 | 0.13% | 0.14% | 1603 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Paladin Advisory Group, LLC | History | No change | 4,330 | 575 | 0.44% | 0.45% | 1604 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 4,321 | 574 | 0.17% | 0.17% | 1605 | +319 | 7.97% | Q1 2026 | Apr 20, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 4,320 | 574 | 0.11% | 0.11% | 1606 | -106 | -2.39% | Q1 2026 | May 20, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 4,314 | 573 | 0.12% | 0.14% | 1607 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Spartan Planning & Wealth Management | History | Reduced | 4,299 | 571 | 0.42% | 0.84% | 1608 | -3,602 | -45.59% | Q1 2026 | Apr 16, 2026 |
| Gradient Investments LLC | History | Added to | 4,293 | 570 | 0.01% | 0.01% | 1609 | +1,665 | 63.36% | Q1 2026 | Apr 13, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 4,284 | 569 | 0.01% | 0.01% | 1610 | -222 | -4.93% | Q1 2026 | Apr 13, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 4,288 | 569 | 0.16% | 0.15% | 1611 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 4,234 | 562 | 0.0% | 0.0% | 1612 | +2,418 | 133.15% | Q1 2026 | May 12, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 4,225 | 561 | 0.1% | 0.1% | 1613 | -421 | -9.06% | Q1 2026 | May 11, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 4,216 | 560 | 0.0% | 0.0% | 1614 | -313 | -6.91% | Q1 2026 | May 07, 2026 |
| CRA Financial Services, LLC | History | No change | 4,209 | 559 | 0.07% | 0.08% | 1615 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Global Financial Private Client, LLC | History | No change | 4,184 | 556 | 0.18% | 0.21% | 1616 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 4,190 | 556 | 0.37% | 0.42% | 1617 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Investment Management Trust, LLC | History | New | 4,176 | 555 | 0.54% | — | 1619 | +4,176 | New | Q1 2026 | Apr 24, 2026 |
| Tidemark, LLC | History | Reduced | 4,180 | 555 | 0.14% | 0.23% | 1618 | -1,453 | -25.79% | Q1 2026 | May 07, 2026 |
| KG Capital Management | History | Reduced | 4,175 | 554 | 0.4% | 0.58% | 1621 | -12,113 | -74.37% | Q1 2026 | Apr 22, 2026 |
| Rice Partnership, LLC | History | Added to | 4,169 | 554 | 0.08% | 0.07% | 1620 | +700 | 20.18% | Q1 2026 | May 07, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 4,160 | 552 | 0.12% | 0.14% | 1622 | -199 | -4.57% | Q1 2026 | Apr 10, 2026 |
| Continuum Advisory, LLC | History | Added to | 4,153 | 551 | 0.05% | 0.05% | 1623 | +367 | 9.69% | Q1 2026 | Apr 22, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 3,815 | 549 | 0.58% | 0.58% | 1624 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 4,103 | 545 | 0.04% | 0.02% | 1625 | +2,462 | 150.03% | Q1 2026 | May 18, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 4,104 | 545 | 0.1% | 0.11% | 1626 | +62 | 1.53% | Q1 2026 | May 01, 2026 |
| Gambit Capital Management, LLC | History | Added to | 4,101 | 545 | 0.38% | 0.42% | 1627 | +26 | 0.64% | Q1 2026 | May 14, 2026 |
| IPG Investment Advisors LLC | History | Added to | 4,097 | 544 | 0.09% | 0.1% | 1628 | +1 | 0.02% | Q1 2026 | May 12, 2026 |
| Archer Investment Corp | History | No change | 4,100 | 544 | 0.12% | 0.13% | 1629 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Quartz Partners, LLC | History | Reduced | 4,078 | 541 | 0.21% | 0.53% | 1630 | -5,814 | -58.77% | Q1 2026 | May 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 4,061 | 539 | 0.02% | 0.03% | 1631 | -555 | -12.02% | Q1 2026 | May 12, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 4,054 | 538 | 0.03% | 0.03% | 1632 | +175 | 4.51% | Q1 2026 | Apr 17, 2026 |
| Latitude Advisors, LLC | History | Reduced | 4,027 | 535 | 0.25% | 0.26% | 1633 | -139 | -3.34% | Q1 2026 | Apr 27, 2026 |
| Darden Wealth Group Inc | History | Added to | 4,014 | 533 | 0.27% | 0.28% | 1634 | +11 | 0.27% | Q1 2026 | May 08, 2026 |
| Global Endowment Management, LP | History | Reduced | 4,000 | 532 | 0.06% | 0.11% | 1635 | -2,000 | -33.33% | Q1 2026 | May 14, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 3,996 | 531 | 0.11% | 7.59% | 1636 | -245,899 | -98.4% | Q1 2026 | Apr 14, 2026 |
| Quantum Financial Advisors, LLC | History | New | 4,000 | 531 | 0.06% | — | 1637 | +4,000 | New | Q1 2026 | Apr 08, 2026 |
| PW Nova Financial Services LLC | History | New | 3,987 | 529 | 0.13% | — | 1639 | +3,987 | New | Q1 2026 | Apr 15, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 3,982 | 529 | 0.29% | 0.34% | 1638 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | No change | 3,960 | 526 | 0.0% | 0.0% | 1640 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| LexAurum Advisors, LLC | History | New | 3,951 | 525 | 0.07% | — | 1641 | +3,951 | New | Q1 2026 | Apr 13, 2026 |
| Keystone Financial Services | History | No change | 3,943 | 524 | 0.15% | 0.17% | 1642 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LIBRA WEALTH LLC | History | No change | 3,950 | 524 | 0.15% | 0.16% | 1643 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Stanich Group LLC | History | Reduced | 3,907 | 519 | 0.4% | 0.43% | 1646 | -77 | -1.93% | Q1 2026 | Apr 15, 2026 |
| SouthState Bank Corp | History | Added to | 3,906 | 519 | 0.02% | 0.02% | 1644 | +69 | 1.8% | Q1 2026 | May 05, 2026 |
| Waldron Private Wealth LLC | History | Added to | 3,913 | 519 | 0.02% | 0.02% | 1645 | +1 | 0.03% | Q1 2026 | Apr 10, 2026 |
| Innova Wealth Partners | History | Reduced | 3,900 | 518 | 0.25% | 2.52% | 1648 | -30,750 | -88.74% | Q1 2026 | Apr 24, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Reduced | 3,903 | 518 | 0.22% | 0.22% | 1647 | -5 | -0.13% | Q1 2026 | Apr 29, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 3,883 | 516 | 0.04% | 0.04% | 1650 | +202 | 5.49% | Q1 2026 | Apr 22, 2026 |
| Mirador Capital Partners LP | History | Added to | 3,884 | 516 | 0.07% | 0.08% | 1649 | +1 | 0.03% | Q1 2026 | Apr 08, 2026 |
| BCV Asset Management Inc. | History | New | 3,878 | 515 | 0.02% | — | 1652 | +3,878 | New | Q1 2026 | May 08, 2026 |
| Mainstream Capital Management LLC | History | No change | 3,876 | 515 | 0.35% | 0.37% | 1651 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| LongView Wealth Management | History | Added to | 3,474 | 513 | 0.13% | 0.09% | 1653 | +1,029 | 42.09% | Q1 2026 | Apr 15, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 3,853 | 512 | 0.15% | 0.26% | 1654 | -2,417 | -38.55% | Q1 2026 | Apr 22, 2026 |
| Fusion Capital, LLC | History | Reduced | 3,854 | 512 | 0.14% | 0.17% | 1655 | -283 | -6.84% | Q1 2026 | May 13, 2026 |
| Fiduciary Wealth Partners, LLC | History | New | 3,845 | 511 | 0.33% | — | 1656 | +3,845 | New | Q1 2026 | May 06, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 3,840 | 510 | 0.07% | 0.06% | 1657 | +673 | 21.25% | Q1 2026 | May 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 3,824 | 509 | 0.0% | 0.0% | 1658 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vantage Financial Partners, LLC | History | No change | 3,542 | 509 | 0.1% | 0.1% | 1659 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 3,819 | 507 | 0.1% | 0.12% | 1660 | -1 | -0.03% | Q1 2026 | May 01, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 3,809 | 506 | 0.11% | 0.07% | 1663 | +1,541 | 67.95% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 3,814 | 506 | 0.02% | 0.08% | 1661 | +334 | 9.6% | Q1 2026 | May 14, 2026 |
| Gemmer Asset Management LLC | History | No change | 3,812 | 506 | 0.04% | 0.04% | 1662 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Archer Investment Management, LLC | History | Reduced | 3,774 | 501 | 0.21% | 0.62% | 1664 | -4,252 | -52.98% | Q1 2026 | Apr 08, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 3,756 | 499 | 0.15% | 0.17% | 1665 | -49 | -1.29% | Q1 2026 | May 08, 2026 |
| Essex Financial Services, Inc. | History | Added to | 3,750 | 498 | 0.03% | 0.03% | 1666 | +646 | 20.81% | Q1 2026 | Apr 24, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 3,750 | 498 | 0.09% | 0.09% | 1667 | +46 | 1.24% | Q1 2026 | Apr 21, 2026 |
| Headlands Technologies LLC | History | New | 3,729 | 495 | 0.06% | — | 1668 | +3,729 | New | Q1 2026 | May 13, 2026 |
| JGP Wealth Management, LLC | History | No change | 3,720 | 494 | 0.05% | 0.06% | 1669 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Verity Asset Management, Inc. | History | New | 3,706 | 492 | 0.21% | — | 1671 | +3,706 | New | Q1 2026 | Apr 21, 2026 |
| BCS Wealth Management | History | Reduced | 3,703 | 492 | 0.1% | 0.11% | 1670 | -3,703 | -50.0% | Q1 2026 | Apr 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 3,702 | 491 | 0.17% | 0.19% | 1672 | +46 | 1.26% | Q1 2026 | Apr 23, 2026 |
| Aerodigm Wealth, LLC | History | No change | 3,692 | 490 | 0.18% | 0.2% | 1673 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| My Personal CFO, LLC | History | Reduced | 3,684 | 489 | 0.21% | 0.29% | 1676 | -1,110 | -23.15% | Q1 2026 | Apr 21, 2026 |
| Iron Gate Global Advisors LLC | History | Reduced | 3,686 | 489 | 0.05% | 0.05% | 1674 | -50 | -1.34% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 3,682 | 489 | 0.04% | 0.05% | 1675 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 3,673 | 488 | 0.08% | 0.05% | 1677 | +1,441 | 64.56% | Q1 2026 | Apr 28, 2026 |
| Chicago Wealth Management, Inc. | History | Reduced | 3,641 | 483 | 0.19% | 4.32% | 1678 | -71,075 | -95.13% | Q1 2026 | May 11, 2026 |
| Private Capital Advisors, Inc. | History | No change | 3,626 | 481 | 0.06% | 0.05% | 1679 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Trexquant Investment LP | History | Reduced | 3,616 | 480 | 0.0% | 0.0% | 1680 | -74 | -2.01% | Q1 2026 | May 15, 2026 |
| Creekside Partners | History | Added to | 3,618 | 480 | 0.2% | 0.22% | 1681 | +5 | 0.14% | Q1 2026 | Apr 21, 2026 |
| Topsail Wealth Management, LLC | History | No change | 3,612 | 480 | 0.07% | 0.08% | 1682 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VICUS CAPITAL | History | Reduced | 3,605 | 479 | 0.04% | 0.05% | 1683 | -640 | -15.08% | Q1 2026 | Apr 22, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 3,604 | 478 | 0.4% | 0.45% | 1684 | -94 | -2.54% | Q1 2026 | Apr 22, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 3,592 | 477 | 0.14% | — | 1687 | +3,592 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 3,592 | 477 | 0.14% | 0.15% | 1686 | +161 | 4.69% | Q1 2026 | May 13, 2026 |
| WealthTrust Axiom LLC | History | No change | 3,595 | 477 | 0.12% | 0.13% | 1685 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 3,586 | 476 | 0.01% | 0.02% | 1689 | -1,442 | -28.68% | Q1 2026 | Apr 30, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 3,584 | 476 | 0.06% | 0.09% | 1690 | -912 | -20.28% | Q1 2026 | Apr 27, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 3,586 | 476 | 0.05% | 0.06% | 1688 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Purewater Capital LLC | History | New | 3,580 | 475 | 0.45% | — | 1692 | +3,580 | New | Q1 2026 | May 14, 2026 |
| Slagle Financial, LLC | History | Added to | 3,577 | 475 | 0.16% | 0.18% | 1691 | +4 | 0.11% | Q1 2026 | May 01, 2026 |
| Sky Investment Group LLC | History | Added to | 3,570 | 474 | 0.08% | 0.08% | 1693 | +216 | 6.44% | Q1 2026 | Apr 16, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 3,569 | 474 | 0.01% | 0.01% | 1694 | +108 | 3.12% | Q1 2026 | Apr 29, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 3,566 | 473 | 0.02% | 0.02% | 1695 | +308 | 9.45% | Q1 2026 | May 07, 2026 |
| SS&H Financial Advisors, Inc. | History | No change | 3,282 | 473 | 0.14% | 0.14% | 1696 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 3,560 | 473 | 0.17% | 0.19% | 1697 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FORM Wealth Advisors, LLC | History | No change | 3,560 | 473 | 0.06% | 0.06% | 1698 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 3,558 | 472 | 0.05% | 0.02% | 1699 | +2,494 | 234.4% | Q1 2026 | Apr 17, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 3,556 | 472 | 0.03% | 0.03% | 1700 | -500 | -12.33% | Q1 2026 | May 06, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 2,945 | 472 | 0.1% | 0.09% | 1701 | +43 | 1.48% | Q1 2026 | May 04, 2026 |
| Triton Financial Group Inc | History | Added to | 3,427 | 471 | 0.82% | 0.14% | 1703 | +1,973 | 135.69% | Q1 2026 | May 15, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 2,088 | 471 | 0.04% | 0.04% | 1702 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clarity Retirement & Wealth, LLC | History | Added to | 3,538 | 470 | 0.38% | 0.29% | 1705 | +1,213 | 52.17% | Q1 2026 | Apr 28, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 3,540 | 470 | 0.19% | 0.21% | 1704 | -85 | -2.34% | Q1 2026 | May 01, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Reduced | 2,945 | 469 | 0.17% | 0.2% | 1706 | -655 | -18.19% | Q1 2026 | May 11, 2026 |
| Resolute Wealth Strategies, LLC | History | Reduced | 3,528 | 468 | 0.2% | 0.62% | 1707 | -6,363 | -64.33% | Q1 2026 | May 07, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | No change | 3,520 | 467 | 0.12% | 0.13% | 1708 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ruggaard & Associates LLC | History | No change | 3,246 | 467 | 0.18% | 0.18% | 1709 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 3,508 | 466 | 0.01% | 0.01% | 1711 | +875 | 33.23% | Q1 2026 | May 13, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 3,507 | 466 | 0.05% | 0.06% | 1710 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Marble Wealth, LLC | History | Added to | 3,504 | 465 | 0.08% | 0.07% | 1712 | +4 | 0.11% | Q1 2026 | May 14, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Reduced | 3,496 | 464 | 0.13% | 0.15% | 1714 | -500 | -12.51% | Q1 2026 | Apr 13, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 3,494 | 464 | 0.11% | 0.12% | 1713 | -51 | -1.44% | Q1 2026 | May 12, 2026 |
| Vericrest Private Wealth | History | No change | 3,498 | 464 | 0.42% | 0.45% | 1715 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Roan Capital Partners | History | New | 3,486 | 463 | 0.43% | — | 1718 | +3,486 | New | Q1 2026 | Apr 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 3,486 | 463 | 0.05% | 0.06% | 1717 | +165 | 4.97% | Q1 2026 | Apr 23, 2026 |
| Standard Family Office LLC | History | No change | 3,488 | 463 | 0.48% | 0.53% | 1716 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Decker Wealth Management LLC | History | No change | 3,470 | 461 | 0.1% | 0.11% | 1719 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Elevated Financial Group LLC | History | Added to | 3,463 | 460 | 0.15% | 0.15% | 1722 | +485 | 16.29% | Q1 2026 | May 11, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 3,466 | 460 | 0.28% | 0.3% | 1721 | -59 | -1.67% | Q1 2026 | Apr 22, 2026 |
| Financial Council, LLC | History | No change | 3,466 | 460 | 0.18% | 0.2% | 1720 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,458 | 459 | 0.14% | 0.15% | 1723 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Integrated Capital Management, LLC | History | Reduced | 3,446 | 458 | 0.19% | 0.21% | 1725 | -13 | -0.38% | Q1 2026 | Apr 17, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 3,453 | 458 | 0.06% | 0.07% | 1724 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Affiance Financial, LLC | History | Reduced | 3,441 | 457 | 0.07% | 0.08% | 1729 | -211 | -5.78% | Q1 2026 | Apr 14, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 3,444 | 457 | 0.02% | 0.02% | 1726 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 3,178 | 457 | 0.09% | 0.09% | 1727 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 3,444 | 457 | 0.05% | 0.06% | 1728 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 3,434 | 456 | 0.11% | 0.11% | 1730 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WT Wealth Management | History | Reduced | 3,428 | 455 | 0.14% | 0.15% | 1731 | -294 | -7.9% | Q1 2026 | Apr 21, 2026 |
| Retirement Solution LLC | History | Added to | 3,422 | 454 | 0.11% | 0.11% | 1732 | +4 | 0.12% | Q1 2026 | May 11, 2026 |
| Trask Adam Roland | History | New | 3,413 | 453 | 0.43% | — | 1734 | +3,413 | New | Q1 2026 | May 15, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 3,412 | 453 | 0.13% | 0.14% | 1733 | +1 | 0.03% | Q1 2026 | Apr 07, 2026 |
| Samara Investment Management, LLC | History | New | 3,403 | 452 | 0.47% | — | 1735 | +3,403 | New | Q1 2026 | May 07, 2026 |
| New Republic Capital, LLC | History | Reduced | 3,395 | 451 | 0.15% | 0.17% | 1736 | -1,055 | -23.71% | Q1 2026 | May 01, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 3,399 | 451 | 0.24% | 0.19% | 1737 | +978 | 40.4% | Q1 2026 | May 13, 2026 |
| Northwest Wealth Advisors, LLC | History | No change | 3,400 | 451 | 0.32% | 0.38% | 1738 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CDKV HOLDINGS LLC | History | No change | 3,394 | 451 | 0.4% | 0.41% | 1739 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Second Half Financial Partners, LLC | History | Added to | 3,386 | 449 | 0.2% | 0.13% | 1741 | +1,396 | 70.15% | Q1 2026 | May 11, 2026 |
| Nilsine Partners, LLC | History | No change | 2,800 | 449 | 0.04% | 0.03% | 1740 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Well Done, LLC | History | Added to | 3,372 | 448 | 0.07% | 0.06% | 1743 | +554 | 19.66% | Q1 2026 | Apr 14, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 3,375 | 448 | 0.13% | 0.14% | 1745 | +103 | 3.15% | Q1 2026 | May 05, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 3,373 | 448 | 0.12% | 0.14% | 1744 | -44 | -1.29% | Q1 2026 | Apr 15, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 3,375 | 448 | 0.04% | 0.05% | 1742 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 3,367 | 447 | 0.04% | 0.02% | 1746 | +1,510 | 81.31% | Q1 2026 | May 06, 2026 |
| Centric Wealth Management | History | Reduced | 2,750 | 445 | 0.09% | 0.09% | 1747 | -60 | -2.14% | Q1 2026 | May 12, 2026 |
| SEMITAM BONAM LLC | History | No change | 3,350 | 445 | 0.36% | 0.4% | 1748 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cadence Wealth Management LLC | History | Added to | 3,341 | 444 | 0.19% | 0.22% | 1749 | +118 | 3.66% | Q1 2026 | May 12, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 2,781 | 443 | 0.01% | 0.01% | 1750 | +311 | 12.59% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 3,323 | 442 | 0.03% | 0.06% | 1751 | -1,353 | -28.93% | Q1 2026 | May 08, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 3,298 | 438 | 0.08% | 0.09% | 1752 | -49 | -1.46% | Q1 2026 | Apr 22, 2026 |
| Procyon Advisors, LLC | History | Reduced | 3,288 | 436 | 0.02% | 0.03% | 1753 | -569 | -14.75% | Q1 2026 | May 04, 2026 |
| Alaethes Wealth, LLC | History | Reduced | 3,288 | 436 | 0.12% | 0.15% | 1755 | -454 | -12.13% | Q1 2026 | May 12, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 3,283 | 436 | 0.02% | 0.02% | 1754 | -69 | -2.06% | Q1 2026 | Apr 09, 2026 |
| LCNB CORP | History | Reduced | 3,280 | 435 | 0.15% | 0.17% | 1756 | -300 | -8.38% | Q1 2026 | May 11, 2026 |
| VIAWEALTH, LLC | History | Reduced | 3,275 | 435 | 0.24% | 0.28% | 1758 | -135 | -3.96% | Q1 2026 | May 11, 2026 |
| IMA Advisory Services, Inc. | History | No change | 3,276 | 435 | 0.04% | 0.05% | 1757 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 3,257 | 432 | 0.28% | 0.39% | 1759 | -1,029 | -24.01% | Q1 2026 | Apr 21, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 3,239 | 430 | 0.03% | 0.04% | 1760 | -1,053 | -24.53% | Q1 2026 | May 06, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 3,234 | 429 | 0.26% | 0.3% | 1761 | +271 | 9.15% | Q1 2026 | May 06, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Reduced | 3,225 | 428 | 0.02% | 0.19% | 1764 | -26,095 | -89.0% | Q1 2026 | May 11, 2026 |
| Paragon Capital Management LLC | History | Reduced | 3,226 | 428 | 0.21% | 0.25% | 1762 | -250 | -7.19% | Q1 2026 | May 14, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 2,666 | 428 | 0.06% | 0.06% | 1763 | +186 | 7.5% | Q1 2026 | May 11, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 3,201 | 425 | 0.29% | 0.34% | 1765 | -187 | -5.52% | Q1 2026 | Apr 14, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 3,182 | 422 | 0.13% | 0.15% | 1768 | -306 | -8.77% | Q1 2026 | Apr 20, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 3,180 | 422 | 0.03% | 0.04% | 1766 | -300 | -8.62% | Q1 2026 | Apr 24, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 3,180 | 422 | 0.04% | 0.04% | 1767 | -16 | -0.5% | Q1 2026 | Apr 09, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 3,172 | 421 | 0.01% | 0.01% | 1769 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 3,157 | 419 | 0.12% | 0.13% | 1770 | +37 | 1.19% | Q1 2026 | Apr 23, 2026 |
| VERITY Wealth Advisors | History | No change | 3,150 | 418 | 0.28% | 0.28% | 1771 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Kathmere Capital Management, LLC | History | New | 3,142 | 417 | 0.03% | — | 1774 | +3,142 | New | Q1 2026 | Apr 28, 2026 |
| Cove Private Wealth, LLC | History | Added to | 3,140 | 417 | 0.09% | 0.1% | 1773 | +700 | 28.69% | Q1 2026 | May 13, 2026 |
| Florida Trust Wealth Management Co | History | No change | 3,138 | 417 | 0.01% | 0.01% | 1772 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Southland Equity Partners LLC | History | Reduced | 3,131 | 416 | 0.08% | 0.09% | 1775 | -126 | -3.87% | Q1 2026 | Apr 14, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | New | 3,130 | 415 | 0.22% | — | 1779 | +3,130 | New | Q1 2026 | May 05, 2026 |
| RCS Financial Planning, LLC | History | Added to | 3,130 | 415 | 0.22% | 0.13% | 1776 | +976 | 45.31% | Q1 2026 | Apr 21, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 3,129 | 415 | 0.04% | 0.05% | 1778 | -226 | -6.74% | Q1 2026 | Apr 24, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 3,123 | 415 | 0.1% | 0.12% | 1777 | -20 | -0.64% | Q1 2026 | Apr 24, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | New | 3,250 | 414 | 0.36% | — | 1780 | +3,250 | New | Q1 2026 | May 07, 2026 |
| Williams & Novak, LLC | History | Added to | 3,064 | 413 | 0.31% | 0.32% | 1781 | +115 | 3.9% | Q1 2026 | Apr 20, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 3,109 | 413 | 0.13% | 0.13% | 1782 | +3 | 0.1% | Q1 2026 | May 12, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 3,101 | 412 | 0.09% | 0.07% | 1784 | +1,125 | 56.93% | Q1 2026 | Apr 21, 2026 |
| Measured Risk Portfolios, Inc. | History | Added to | 3,107 | 412 | 0.45% | 0.39% | 1787 | +393 | 14.48% | Q1 2026 | May 15, 2026 |
| ASSET PLANNING SERVICES INC /LA/ /ADV | History | No change | 3,100 | 412 | 0.18% | 0.2% | 1783 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 3,106 | 412 | 0.15% | 0.16% | 1785 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 3,106 | 412 | 0.05% | 0.04% | 1786 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 3,100 | 411 | 0.19% | 0.2% | 1788 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PARTHENON LLC | History | No change | 3,100 | 411 | 0.05% | 0.05% | 1789 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 3,089 | 410 | 0.26% | 0.28% | 1794 | -2,964 | -48.97% | Q1 2026 | May 01, 2026 |
| Register Financial Advisors LLC | History | Reduced | 3,086 | 410 | 0.15% | 0.22% | 1791 | -759 | -19.74% | Q1 2026 | Apr 15, 2026 |
| Avantra Family Wealth, Inc. | History | Reduced | 3,092 | 410 | 0.31% | 0.38% | 1790 | -526 | -14.54% | Q1 2026 | Apr 22, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 3,092 | 410 | 0.11% | 0.12% | 1792 | -69 | -2.18% | Q1 2026 | Apr 27, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 3,087 | 410 | 0.08% | 0.09% | 1793 | -34 | -1.09% | Q1 2026 | Apr 20, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 3,082 | 409 | 0.29% | 0.27% | 1795 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Connecticut Wealth Management, LLC | History | New | 3,076 | 408 | 0.02% | — | 1797 | +3,076 | New | Q1 2026 | Apr 30, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 3,072 | 408 | 0.19% | 0.2% | 1796 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Geneva Partners, LLC | History | Reduced | 3,064 | 407 | 0.2% | 0.17% | 1798 | -202 | -6.18% | Q1 2026 | Apr 29, 2026 |
| JT Stratford LLC | History | Added to | 3,058 | 406 | 0.05% | 0.06% | 1799 | +4 | 0.13% | Q1 2026 | May 15, 2026 |
| Commerce Advisors, LLC | History | New | 3,043 | 404 | 0.34% | — | 1801 | +3,043 | New | Q1 2026 | May 12, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 3,044 | 404 | 0.12% | 0.17% | 1800 | -412 | -11.92% | Q1 2026 | May 05, 2026 |
| Accel Wealth Management | History | Added to | 3,040 | 403 | 0.11% | 0.12% | 1802 | +91 | 3.09% | Q1 2026 | Apr 08, 2026 |
| Opulen Financial Group LLC | History | Added to | 3,034 | 403 | 0.28% | 0.31% | 1803 | +53 | 1.78% | Q1 2026 | Apr 29, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 3,031 | 402 | 0.22% | 0.16% | 1804 | +906 | 42.64% | Q1 2026 | May 14, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 3,003 | 399 | 0.05% | 0.05% | 1805 | -32 | -1.05% | Q1 2026 | Apr 10, 2026 |
| Green Ridge Wealth Planning LLC | History | Added to | 2,999 | 398 | 0.21% | 0.21% | 1808 | +103 | 3.56% | Q1 2026 | Apr 10, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 2,580 | 398 | 0.16% | 0.14% | 1807 | +4 | 0.16% | Q1 2026 | Apr 27, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 3,000 | 398 | 0.06% | 0.06% | 1806 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 2,990 | 397 | 0.01% | 0.16% | 1809 | -29,903 | -90.91% | Q1 2026 | May 15, 2026 |
| Old North State Trust, LLC | History | Reduced | 2,984 | 397 | 0.24% | 0.27% | 1810 | -188 | -5.93% | Q1 2026 | May 13, 2026 |
| Clark Wealth Partners | History | Added to | 2,993 | 397 | 0.27% | 0.26% | 1811 | +3 | 0.1% | Q1 2026 | May 11, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 2,980 | 396 | 0.04% | 0.04% | 1812 | -44 | -1.46% | Q1 2026 | Apr 10, 2026 |
| Wealth Quarterback LLC | History | Added to | 2,961 | 393 | 0.15% | 0.15% | 1813 | +1 | 0.03% | Q1 2026 | Apr 09, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 2,952 | 392 | 0.02% | 0.02% | 1814 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 2,950 | 392 | 0.11% | 0.11% | 1815 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 3,613 | 392 | 0.07% | 0.08% | 1816 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 2,944 | 391 | 0.23% | 0.28% | 1817 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 2,933 | 389 | 0.22% | 0.26% | 1818 | -167 | -5.39% | Q1 2026 | May 01, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Reduced | 2,385 | 386 | 0.25% | 0.25% | 1820 | -113 | -4.52% | Q1 2026 | May 06, 2026 |
| Tufton Capital Management | History | No change | 2,906 | 386 | 0.07% | 0.07% | 1819 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 2,903 | 385 | 0.14% | 0.12% | 1821 | +645 | 28.57% | Q1 2026 | Apr 09, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 2,895 | 384 | 0.05% | 0.05% | 1822 | +461 | 18.94% | Q1 2026 | Apr 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 2,896 | 384 | 0.05% | 0.05% | 1823 | +5 | 0.17% | Q1 2026 | Apr 23, 2026 |
| Churchill Financial Advisors, LLC | History | No change | 2,896 | 384 | 0.08% | 0.13% | 1824 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 2,886 | 383 | 0.19% | 0.19% | 1826 | +273 | 10.45% | Q1 2026 | Apr 20, 2026 |
| Paulson Wealth Management Inc. | History | No change | 2,884 | 383 | 0.09% | 0.1% | 1825 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CVFG LLC | History | Added to | 2,874 | 382 | 0.05% | 0.18% | 1828 | +1,006 | 53.85% | Q1 2026 | Apr 29, 2026 |
| Second Line Capital, LLC | History | Reduced | 2,398 | 382 | 0.07% | 0.07% | 1827 | -87 | -3.5% | Q1 2026 | May 14, 2026 |
| Chatterton & Associates Inc. | History | Added to | 2,678 | 380 | 0.27% | 0.21% | 1832 | +948 | 54.8% | Q1 2026 | Apr 20, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 2,860 | 380 | 0.12% | 0.13% | 1830 | +40 | 1.42% | Q1 2026 | May 13, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 2,861 | 380 | 0.02% | 0.02% | 1829 | +1 | 0.03% | Q1 2026 | May 12, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 2,863 | 380 | 0.16% | 0.17% | 1831 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Omnitrust Wealth Management, Inc | History | Reduced | 2,853 | 379 | 0.49% | 0.56% | 1835 | -220 | -7.16% | Q1 2026 | Apr 22, 2026 |
| Trust Point Inc. | History | Reduced | 2,852 | 379 | 0.03% | 0.03% | 1833 | -154 | -5.12% | Q1 2026 | Apr 15, 2026 |
| Lauer Wealth, LLC | History | Reduced | 2,677 | 379 | 0.3% | 0.3% | 1834 | -110 | -3.95% | Q1 2026 | Apr 13, 2026 |
| Davidson Kahn Capital Management, LLC | History | Added to | 2,848 | 378 | 0.2% | 0.21% | 1836 | +50 | 1.79% | Q1 2026 | Apr 22, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 2,350 | 376 | 0.11% | 0.11% | 1837 | -40 | -1.67% | Q1 2026 | Apr 27, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 2,820 | 374 | 0.22% | — | 1839 | +2,820 | New | Q1 2026 | May 12, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 2,820 | 374 | 0.03% | 0.03% | 1838 | +284 | 11.2% | Q1 2026 | Apr 29, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | New | 2,812 | 373 | 0.05% | — | 1842 | +2,812 | New | Q1 2026 | Apr 13, 2026 |
| Pacific Center for Financial Services | History | Added to | 2,810 | 373 | 0.09% | 0.1% | 1840 | +1,405 | 100.0% | Q1 2026 | May 12, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 2,807 | 373 | 0.12% | 0.13% | 1841 | -9 | -0.32% | Q1 2026 | May 08, 2026 |
| Main Street Research LLC | History | New | 2,800 | 372 | 0.02% | — | 1843 | +2,800 | New | Q1 2026 | Apr 30, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 2,725 | 370 | 0.08% | 0.08% | 1845 | +145 | 5.62% | Q1 2026 | Apr 08, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 2,789 | 370 | 0.27% | 0.3% | 1844 | -105 | -3.63% | Q1 2026 | May 05, 2026 |
| Equita Financial Network, Inc. | History | No change | 2,790 | 370 | 0.12% | 0.12% | 1846 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Optivise Advisory Services LLC | History | No change | 2,787 | 370 | 0.22% | 0.23% | 1847 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Carson Advisory Inc. | History | Added to | 2,775 | 368 | 0.19% | 0.17% | 1848 | +450 | 19.35% | Q1 2026 | May 07, 2026 |
| Oath Planning, LLC | History | Added to | 2,771 | 368 | 0.33% | 0.39% | 1850 | +1 | 0.04% | Q1 2026 | May 08, 2026 |
| Smith Thornton Advisors LLC | History | No change | 2,770 | 368 | 0.19% | 0.2% | 1849 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Synergy Investment Management, LLC | History | Added to | 2,767 | 367 | 0.12% | 0.14% | 1851 | +44 | 1.62% | Q1 2026 | May 14, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 2,759 | 366 | 0.03% | 0.03% | 1852 | +14 | 0.51% | Q1 2026 | Apr 15, 2026 |
| HMS Capital Management, LLC | History | No change | 2,760 | 366 | 0.14% | 0.16% | 1853 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 2,731 | 363 | 0.06% | — | 1855 | +2,731 | New | Q1 2026 | May 11, 2026 |
| Capital Management Associates, Inc | History | Reduced | 2,738 | 363 | 0.08% | 0.11% | 1854 | -750 | -21.5% | Q1 2026 | Apr 22, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 2,413 | 362 | 0.23% | 1.66% | 1857 | -14,985 | -86.13% | Q1 2026 | Apr 16, 2026 |
| Kelsey Financial, LLC | History | Added to | 2,728 | 362 | 0.32% | 0.31% | 1858 | +200 | 7.91% | Q1 2026 | May 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 2,730 | 362 | 0.15% | 0.17% | 1856 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MBE Wealth Management, LLC | History | Added to | 2,712 | 360 | 0.15% | 0.14% | 1859 | +400 | 17.3% | Q1 2026 | Apr 21, 2026 |
| MCMORGAN & CO LLC | History | Added to | 2,699 | 358 | 0.06% | 0.04% | 1860 | +1,124 | 71.37% | Q1 2026 | May 05, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 2,698 | 358 | 0.06% | 0.06% | 1861 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 2,692 | 357 | 0.06% | 0.06% | 1862 | +38 | 1.43% | Q1 2026 | May 07, 2026 |
| Waterfront Wealth Inc. | History | No change | 2,683 | 356 | 0.07% | 0.07% | 1863 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 2,678 | 355 | 0.1% | 0.13% | 1864 | -422 | -13.61% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 2,663 | 353 | 0.03% | 0.02% | 1867 | +1,104 | 70.81% | Q1 2026 | Apr 08, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 2,660 | 353 | 0.08% | 0.08% | 1865 | +400 | 17.7% | Q1 2026 | May 08, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 2,659 | 353 | 0.19% | 0.22% | 1866 | +1 | 0.04% | Q1 2026 | May 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 2,650 | 352 | 0.05% | 0.05% | 1868 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 2,646 | 351 | 0.05% | 0.05% | 1869 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 2,644 | 351 | 0.1% | 0.1% | 1870 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Rodgers & Associates, LTD | History | No change | 2,635 | 350 | 0.04% | 0.04% | 1871 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 2,628 | 349 | 0.05% | 0.07% | 1873 | +800 | 43.76% | Q1 2026 | May 12, 2026 |
| Rolek Wealth Management LLC | History | Added to | 2,632 | 349 | 0.25% | 0.26% | 1874 | +3 | 0.11% | Q1 2026 | Apr 22, 2026 |
| SB Capital Management Inc | History | No change | 2,426 | 349 | 0.13% | 0.13% | 1872 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 2,623 | 348 | 0.16% | 0.19% | 1875 | -1,043 | -28.45% | Q1 2026 | May 05, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 2,613 | 347 | 0.04% | 0.05% | 1876 | -290 | -9.99% | Q1 2026 | May 07, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 2,605 | 346 | 0.13% | 0.2% | 1879 | -1,180 | -31.18% | Q1 2026 | Apr 24, 2026 |
| Clearstead Trust, LLC | History | No change | 2,610 | 346 | 0.06% | 0.06% | 1877 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 2,606 | 346 | 0.08% | 0.09% | 1878 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Man Group plc | History | New | 2,600 | 345 | 0.0% | — | 1885 | +2,600 | New | Q1 2026 | May 15, 2026 |
| BANK OF STOCKTON | History | Reduced | 2,600 | 345 | 0.11% | 0.13% | 1880 | -500 | -16.13% | Q1 2026 | Apr 29, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Reduced | 2,602 | 345 | 0.13% | 0.15% | 1884 | -40 | -1.51% | Q1 2026 | Apr 14, 2026 |
| King Wealth Management Group | History | Reduced | 2,598 | 345 | 0.04% | 0.05% | 1881 | -16 | -0.61% | Q1 2026 | May 04, 2026 |
| Widmann Financial Services, Inc. | History | No change | 2,600 | 345 | 0.21% | 0.23% | 1882 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 2,600 | 345 | 0.16% | 0.19% | 1883 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 2,592 | 344 | 0.1% | 0.06% | 1887 | +1,200 | 86.21% | Q1 2026 | Apr 16, 2026 |
| Straight Path Wealth Management | History | Added to | 2,592 | 344 | 0.09% | 0.1% | 1886 | +2 | 0.08% | Q1 2026 | Apr 22, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 2,526 | 343 | 0.01% | 0.01% | 1891 | -1,384 | -35.4% | Q1 2026 | Apr 08, 2026 |
| First American Bank | History | Reduced | 2,582 | 343 | 0.02% | 0.02% | 1888 | -268 | -9.4% | Q1 2026 | Apr 20, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 2,580 | 343 | 0.1% | 0.06% | 1892 | -139 | -5.11% | Q1 2026 | Apr 16, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 2,588 | 343 | 0.21% | 0.23% | 1890 | -12 | -0.46% | Q1 2026 | Apr 15, 2026 |
| Concorde Asset Management, LLC | History | No change | 2,386 | 343 | 0.14% | 0.14% | 1889 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 2,388 | 343 | 0.2% | 0.2% | 1893 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Added to | 2,578 | 342 | 0.08% | 0.08% | 1894 | +74 | 2.96% | Q1 2026 | May 01, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | Reduced | 2,566 | 341 | 0.02% | 0.02% | 1895 | -300 | -10.47% | Q1 2026 | Apr 10, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | No change | 2,570 | 341 | 0.19% | 0.2% | 1896 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 2,556 | 339 | 0.1% | 0.11% | 1897 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bell Investment Advisors, Inc | History | No change | 2,558 | 339 | 0.05% | 0.06% | 1898 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 2,545 | 338 | 0.09% | 0.09% | 1899 | +351 | 16.0% | Q1 2026 | Apr 23, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 2,541 | 337 | 0.03% | 0.04% | 1900 | -307 | -10.78% | Q1 2026 | Apr 16, 2026 |
| Tandem Financial, LLC | History | New | 2,522 | 335 | 0.11% | — | 1903 | +2,522 | New | Q1 2026 | May 08, 2026 |
| Clarus Group, Inc. | History | Reduced | 2,523 | 335 | 0.12% | 0.16% | 1902 | -585 | -18.82% | Q1 2026 | Apr 21, 2026 |
| Banque Cantonale Vaudoise | History | No change | 2,520 | 335 | 0.01% | 0.01% | 1901 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Added to | 2,517 | 334 | 0.19% | 0.24% | 1904 | +294 | 13.23% | Q1 2026 | May 15, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 2,520 | 334 | 0.06% | 0.05% | 1905 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Faithward Advisors, LLC | History | Reduced | 2,513 | 333 | 0.05% | 0.05% | 1906 | -5 | -0.2% | Q1 2026 | Apr 17, 2026 |
| Maxele Advisors, LLC | History | No change | 2,316 | 333 | 0.27% | 0.27% | 1907 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Farrell Financial LLC | History | Added to | 2,494 | 331 | 0.2% | 0.21% | 1908 | +2 | 0.08% | Q1 2026 | Apr 13, 2026 |
| EFG International AG | History | No change | 2,492 | 331 | 0.01% | 0.01% | 1909 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hendershot Investments Inc. | History | No change | 2,484 | 330 | 0.04% | 0.05% | 1910 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 2,484 | 330 | 0.02% | 0.02% | 1911 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MUFG Securities EMEA plc | History | New | 2,482 | 329 | 0.0% | — | 1914 | +2,482 | New | Q1 2026 | May 11, 2026 |
| NORDEN GROUP LLC | History | Added to | 2,480 | 329 | 0.03% | 0.03% | 1912 | +58 | 2.39% | Q1 2026 | Apr 15, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 2,477 | 329 | 0.09% | 0.11% | 1913 | +3 | 0.12% | Q1 2026 | Apr 24, 2026 |
| Plancorp, LLC | History | Added to | 2,300 | 328 | 0.01% | 0.01% | 1916 | +168 | 7.88% | Q1 2026 | Apr 14, 2026 |
| Aldebaran Financial Inc. | History | Added to | 2,471 | 328 | 0.31% | 0.33% | 1915 | +39 | 1.6% | Q1 2026 | May 14, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 2,466 | 327 | 0.08% | 0.09% | 1917 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| 5T Wealth, LLC | History | New | 2,455 | 326 | 0.13% | — | 1918 | +2,455 | New | Q1 2026 | Apr 13, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Reduced | 2,450 | 325 | 0.22% | 0.23% | 1919 | -200 | -7.55% | Q1 2026 | Apr 16, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 2,442 | 324 | 0.14% | 0.19% | 1921 | -604 | -19.83% | Q1 2026 | May 05, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 2,440 | 324 | 0.05% | 0.04% | 1922 | +363 | 17.48% | Q1 2026 | Apr 08, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 2,438 | 324 | 0.03% | 0.03% | 1920 | -179 | -6.84% | Q1 2026 | Apr 24, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 2,443 | 324 | 0.17% | 0.19% | 1923 | +3 | 0.12% | Q1 2026 | Apr 22, 2026 |
| CPWA, LLC | History | New | 1,818 | 323 | 0.39% | — | 1926 | +1,818 | New | Q1 2026 | May 13, 2026 |
| Fox Hill Wealth Management | History | Added to | 2,433 | 323 | 0.16% | 0.16% | 1925 | +86 | 3.66% | Q1 2026 | May 12, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | No change | 2,434 | 323 | 0.06% | 0.07% | 1924 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 2,423 | 322 | 0.07% | 0.08% | 1927 | -169 | -6.52% | Q1 2026 | Apr 22, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 2,429 | 322 | 0.12% | 0.12% | 1928 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 2,419 | 321 | 0.0% | 0.0% | 1929 | +905 | 59.78% | Q1 2026 | May 13, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 2,417 | 321 | 0.03% | 0.03% | 1930 | -205 | -7.82% | Q1 2026 | May 05, 2026 |
| TFC Financial Management, Inc. | History | Added to | 2,416 | 321 | 0.04% | 0.04% | 1931 | +1 | 0.04% | Q1 2026 | Apr 23, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 2,410 | 320 | 0.09% | 0.1% | 1932 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 2,402 | 319 | 0.24% | 0.27% | 1933 | -73 | -2.95% | Q1 2026 | Apr 20, 2026 |
| Ark Wealth Advisors LLC | History | Reduced | 2,396 | 318 | 0.31% | 0.69% | 1934 | -2,086 | -46.54% | Q1 2026 | May 14, 2026 |
| LEE DANNER & BASS INC | History | No change | 2,385 | 316 | 0.02% | 0.02% | 1935 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Palogic Value Management, L.P. | History | No change | 2,380 | 316 | 0.13% | 0.14% | 1936 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 2,380 | 316 | 0.11% | 0.12% | 1937 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 2,370 | 314 | 0.04% | 0.05% | 1938 | +29 | 1.24% | Q1 2026 | Apr 08, 2026 |
| Crane Advisory, LLC | History | Added to | 2,069 | 314 | 0.05% | 0.05% | 1939 | +3 | 0.15% | Q1 2026 | Apr 20, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 2,360 | 313 | 0.01% | 0.01% | 1940 | -126 | -5.07% | Q1 2026 | Apr 13, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 2,352 | 312 | 0.07% | 0.09% | 1941 | -18 | -0.76% | Q1 2026 | Apr 14, 2026 |
| BLODGETT WEALTH ADVISORS, LLC | History | No change | 2,350 | 312 | 0.25% | 0.24% | 1942 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Colonial Trust Advisors | History | Reduced | 2,341 | 311 | 0.02% | 0.03% | 1943 | -100 | -4.1% | Q1 2026 | May 12, 2026 |
| Sterling Group Wealth Management, LLC | History | Added to | 2,344 | 311 | 0.15% | 0.16% | 1946 | +88 | 3.9% | Q1 2026 | May 04, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 2,342 | 311 | 0.03% | 0.04% | 1944 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Provident Wealth Management, LLC | History | No change | 2,342 | 311 | 0.09% | 0.1% | 1945 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,334 | 310 | 0.06% | 0.07% | 1947 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 2,327 | 309 | 0.03% | 0.05% | 1949 | -877 | -27.37% | Q1 2026 | May 05, 2026 |
| Balentine LLC | History | Added to | 2,328 | 309 | 0.01% | 0.01% | 1950 | +510 | 28.05% | Q1 2026 | Apr 24, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 2,330 | 309 | 0.01% | 0.01% | 1951 | +2 | 0.09% | Q1 2026 | Apr 14, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 2,330 | 309 | 0.04% | 0.04% | 1948 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Triumph Capital Management | History | Added to | 2,320 | 308 | 0.06% | 0.07% | 1952 | +90 | 4.04% | Q1 2026 | May 13, 2026 |
| Plan A Wealth LLC | History | No change | 2,318 | 308 | 0.15% | 0.16% | 1953 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 2,308 | 307 | 0.02% | 0.03% | 1955 | +808 | 53.87% | Q1 2026 | May 21, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 2,316 | 307 | 0.03% | 0.04% | 1957 | -201 | -7.99% | Q1 2026 | Apr 20, 2026 |
| Dash Acquisitions Inc. | History | Reduced | 1,990 | 307 | 0.06% | 0.06% | 1958 | -70 | -3.4% | Q1 2026 | May 08, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | No change | 2,316 | 307 | 0.03% | 0.03% | 1954 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 2,312 | 307 | 0.01% | 0.01% | 1956 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LJI Wealth Management, LLC | History | No change | 2,314 | 307 | 0.05% | 0.05% | 1959 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 2,314 | 307 | 0.14% | 0.14% | 1960 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| S Harris Financial Group, LLC | History | Reduced | 2,304 | 306 | 0.28% | 0.33% | 1962 | -93 | -3.88% | Q1 2026 | Apr 21, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 2,307 | 306 | 0.08% | 0.09% | 1961 | +1 | 0.04% | Q1 2026 | May 11, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 2,290 | 304 | 0.03% | 0.04% | 1963 | -6 | -0.26% | Q1 2026 | Apr 28, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 2,290 | 304 | 0.11% | 0.11% | 1964 | -2 | -0.09% | Q1 2026 | Apr 23, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 2,284 | 303 | 0.06% | 0.07% | 1969 | +2 | 0.09% | Q1 2026 | May 12, 2026 |
| Broadleaf Partners, LLC | History | No change | 2,280 | 303 | 0.07% | 0.07% | 1965 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Marshall Financial Group, LLC | History | No change | 2,284 | 303 | 0.05% | 0.06% | 1966 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 2,284 | 303 | 0.06% | 0.07% | 1967 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ORG Partners LLC | History | No change | 2,106 | 303 | 0.05% | 0.05% | 1968 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 2,275 | 302 | 0.03% | 0.02% | 1970 | +868 | 61.69% | Q1 2026 | Apr 09, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 2,278 | 302 | 0.23% | 0.24% | 1972 | +2 | 0.09% | Q1 2026 | Apr 17, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 2,274 | 302 | 0.04% | 0.05% | 1971 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| OLIO Financial Planning | History | No change | 2,272 | 301 | 0.08% | 0.09% | 1973 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 2,260 | 300 | 0.07% | 0.09% | 1974 | -635 | -21.93% | Q1 2026 | May 13, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 2,264 | 300 | 0.14% | 0.15% | 1975 | +82 | 3.76% | Q1 2026 | Apr 21, 2026 |
| Signature Equity Partners, LLC | History | Added to | 2,246 | 298 | 0.16% | 0.17% | 1978 | +129 | 6.09% | Q1 2026 | May 13, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 2,247 | 298 | 0.02% | 0.02% | 1976 | +107 | 5.0% | Q1 2026 | May 14, 2026 |
| Impact Investors, Inc | History | No change | 2,246 | 298 | 0.21% | 0.22% | 1977 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 2,242 | 297 | 0.05% | 0.06% | 1979 | -48 | -2.1% | Q1 2026 | Apr 30, 2026 |
| BURNEY CO/ | History | Reduced | 2,232 | 296 | 0.01% | 0.02% | 1980 | -2,186 | -49.48% | Q1 2026 | Apr 29, 2026 |
| Pearl Planning LLC | History | No change | 2,232 | 296 | 0.16% | 0.2% | 1981 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Atlas Brown,Inc. | History | Added to | 2,221 | 295 | 0.09% | 0.09% | 1982 | +55 | 2.54% | Q1 2026 | Apr 17, 2026 |
| Able Wealth Management LLC | History | Reduced | 2,218 | 294 | 0.08% | 0.1% | 1983 | -7 | -0.31% | Q1 2026 | Apr 24, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 2,200 | 292 | 0.13% | 0.14% | 1984 | -8 | -0.36% | Q1 2026 | Apr 27, 2026 |
| KTF INVESTMENTS, LLC | History | No change | 2,200 | 292 | 0.05% | 0.05% | 1985 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PCM Encore, LLC | History | Reduced | 2,192 | 291 | 0.06% | 0.08% | 1988 | -330 | -13.08% | Q1 2026 | May 12, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 2,195 | 291 | 0.19% | 0.21% | 1987 | +2 | 0.09% | Q1 2026 | Apr 21, 2026 |
| CVA Family Office, LLC | History | No change | 2,194 | 291 | 0.03% | 0.04% | 1986 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Wick Capital Partners, LLC | History | New | 2,184 | 290 | 0.05% | — | 1993 | +2,184 | New | Q1 2026 | May 15, 2026 |
| Horrell Capital Management, Inc. | History | Reduced | 2,188 | 290 | 0.13% | 0.15% | 1989 | -150 | -6.42% | Q1 2026 | Apr 30, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 2,188 | 290 | 0.11% | 0.12% | 1990 | -127 | -5.49% | Q1 2026 | Apr 06, 2026 |
| Center For Asset Management LLC | History | Reduced | 2,189 | 290 | 0.14% | 0.17% | 1991 | -115 | -4.99% | Q1 2026 | Apr 16, 2026 |
| Bowman & Co S.C. | History | No change | 2,021 | 290 | 0.12% | 0.12% | 1992 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 2,168 | 288 | 0.06% | 0.11% | 1994 | -2,994 | -58.0% | Q1 2026 | Apr 29, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 2,171 | 288 | 0.04% | 0.04% | 1995 | +268 | 14.08% | Q1 2026 | Apr 15, 2026 |
| WoodTrust Financial Corp | History | No change | 2,156 | 287 | 0.04% | 0.04% | 1996 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Alchemi Wealth, LLC | History | No change | 2,166 | 287 | 0.16% | 0.17% | 1997 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 2,155 | 286 | 0.17% | 0.22% | 1999 | -261 | -10.8% | Q1 2026 | Apr 21, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 2,156 | 286 | 0.01% | 0.02% | 1998 | -20 | -0.92% | Q1 2026 | May 12, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 2,151 | 285 | 0.12% | 0.12% | 2000 | +223 | 11.57% | Q1 2026 | Apr 15, 2026 |