BANCO BILBAO VIZCAYA ARGENTARIA, S.A. - BBVA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Reduced | 29,715,109 | 643,629 | 0.22% | 0.27% | 1 | -4,239,629 | -12.49% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 12,903,320 | 279,485 | 0.02% | 0.02% | 2 | +921,659 | 7.69% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 11,858,811 | 256,861 | 0.03% | 0.03% | 3 | +1,774,623 | 17.6% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 10,341,381 | 223,983 | 0.05% | 0.05% | 4 | +5,444 | 0.05% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Reduced | 8,517,186 | 184,482 | 0.01% | 0.01% | 5 | -61,531 | -0.72% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 8,236,613 | 178,405 | 0.0% | 0.0% | 6 | +245,133 | 3.07% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,488,811 | 162,207 | 0.01% | 0.01% | 7 | +352,011 | 4.93% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 6,599,884 | 142,953 | 0.02% | 0.02% | 8 | +146,254 | 2.27% | Q1 2026 | May 14, 2026 |
| HARDING LOEVNER LP | History | Reduced | 6,395,509 | 138,539 | 1.43% | 1.43% | 9 | -567,010 | -8.14% | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | Added to | 6,551,216 | 133,186 | 0.03% | 0.02% | 10 | +10,051 | 0.15% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 5,412,225 | 117,229 | 0.16% | 0.02% | 11 | +4,690,884 | 650.3% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 4,923,972 | 106,653 | 0.05% | 0.04% | 12 | +1,237,703 | 33.58% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,776,074 | 97,527 | 0.05% | 0.0% | 13 | +4,743,242 | 14447.01% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,044,592 | 82,226 | 0.01% | 0.01% | 14 | -407,309 | -9.15% | Q1 2026 | May 13, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 3,564,340 | 77,203 | 0.48% | 0.83% | 15 | -2,199,971 | -38.17% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,162,585 | 68,501 | 0.02% | 0.02% | 16 | -22,170 | -0.7% | Q1 2026 | May 04, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 2,815,915 | 60,992 | 0.03% | 0.07% | 17 | -2,356,769 | -45.56% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 2,531,808 | 54,838 | 0.13% | 0.04% | 18 | +1,890,503 | 294.79% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,908,560 | 41,339 | 0.01% | 0.0% | 19 | +1,853,911 | 3392.4% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,539,772 | 33,351 | 0.01% | 0.0% | 20 | +1,363,371 | 772.88% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,480,407 | 32,064 | 0.01% | 0.01% | 21 | -1,264 | -0.09% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,333,079 | 28,874 | 0.0% | 0.0% | 22 | +639,666 | 92.25% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,308,394 | 28,339 | 0.14% | 0.17% | 23 | -31,975 | -2.39% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,295,733 | 28,065 | 0.01% | 0.0% | 24 | +190,899 | 17.28% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,263,255 | 27,299 | 0.01% | 0.0% | 25 | +755,213 | 148.65% | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 1,257,123 | 27,229 | 0.4% | 0.44% | 26 | -55,480 | -4.23% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,223,071 | 26,491 | 0.04% | 0.05% | 27 | +231,330 | 23.33% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 1,105,203 | 23,938 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 938,921 | 20,337 | 0.0% | 0.0% | 29 | +72,610 | 8.38% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 919,176 | 19,909 | 0.0% | 0.0% | 30 | +76,694 | 9.1% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 859,780 | 18,622 | 0.01% | 0.01% | 31 | +66,440 | 8.37% | Q1 2026 | May 12, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 838,001 | 18,151 | 0.1% | 0.12% | 32 | +96,664 | 13.04% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 762,483 | 16,515 | 0.01% | 0.01% | 33 | +195,041 | 34.37% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 629,357 | 13,631 | 0.02% | 0.02% | 34 | -144,455 | -18.67% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 625,873 | 13,556 | 0.0% | 0.0% | 35 | -87,999 | -12.33% | Q1 2026 | May 06, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 610,642 | 13,226 | 0.16% | 0.16% | 36 | -13,581 | -2.18% | Q1 2026 | May 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 605,595 | 13,117 | 0.03% | 0.02% | 37 | +258,470 | 74.46% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 602,430 | 13,037 | 0.02% | 0.02% | 38 | -14,061 | -2.28% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 565,850 | 12,256 | 0.02% | 0.02% | 39 | -14,102 | -2.43% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 558,790 | 12,103 | 0.01% | 0.01% | 40 | +139,983 | 33.42% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 543,322 | 11,768 | 0.02% | 0.02% | 41 | +23,866 | 4.59% | Q1 2026 | May 06, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 539,262 | 11,680 | 0.12% | 0.15% | 42 | -32,542 | -5.69% | Q1 2026 | Apr 27, 2026 |
| Ethic Inc. | History | Reduced | 507,076 | 10,983 | 0.17% | 0.19% | 43 | -22,256 | -4.2% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 485,190 | 10,509 | 0.01% | 0.01% | 44 | -15,683 | -3.13% | Q1 2026 | May 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 455,207 | 9,859 | 0.17% | 0.21% | 45 | -46,130 | -9.2% | Q1 2026 | Apr 20, 2026 |
| Altrius Capital Management Inc | History | Reduced | 452,454 | 9,800 | 1.95% | 2.25% | 46 | -2,106 | -0.46% | Q1 2026 | May 05, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 444,730 | 9,632 | 0.0% | — | 47 | +444,730 | New | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 419,930 | 9,095 | 0.01% | 0.01% | 48 | +25,540 | 6.48% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 410,751 | 8,896 | 0.01% | 0.01% | 49 | +66,864 | 19.44% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 392,141 | 8,493 | 0.01% | 0.01% | 50 | -32,669 | -7.69% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 386,841 | 8,380 | 0.0% | 0.0% | 51 | +142,284 | 58.18% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 384,781 | 8,334 | 0.03% | 0.03% | 52 | +28,253 | 7.92% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 374,417 | 8,109 | 0.05% | 0.05% | 53 | +44,149 | 13.37% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 330,000 | 7,692 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 340,488 | 7,374 | 1.34% | 0.85% | 56 | +169,954 | 99.66% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 340,469 | 7,374 | 0.01% | 0.01% | 55 | -2,364 | -0.69% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 338,744 | 7,337 | 0.0% | 0.02% | 57 | -3,277,990 | -90.63% | Q1 2026 | May 14, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 331,828 | 7,187 | 0.01% | 0.01% | 58 | -12,615 | -3.66% | Q1 2026 | May 13, 2026 |
| Callan Family Office, LLC | History | Reduced | 315,092 | 6,824 | 0.15% | 0.16% | 59 | -7,296 | -2.26% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 301,757 | 6,536 | 0.01% | 0.01% | 60 | +7,504 | 2.55% | Q1 2026 | May 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 300,405 | 6,506 | 0.06% | 0.08% | 61 | -30,628 | -9.25% | Q1 2026 | May 14, 2026 |
| Capital World Investors | History | Reduced | 317,077 | 6,446 | 0.0% | 0.0% | 62 | -26,596 | -7.74% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Added to | 293,843 | 6,364 | 0.05% | 0.05% | 63 | +75,917 | 34.84% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | New | 286,733 | 6,210 | 0.01% | — | 64 | +286,733 | New | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 278,491 | 6,032 | 0.01% | 0.02% | 65 | -257,926 | -48.08% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 273,335 | 5,920 | 0.18% | 0.19% | 66 | +1,359 | 0.5% | Q1 2026 | May 13, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Added to | 268,690 | 5,819 | 0.02% | 0.03% | 67 | +1,874 | 0.7% | Q1 2026 | May 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 254,316 | 5,508 | 0.19% | 0.2% | 68 | +9,431 | 3.85% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 234,095 | 5,070 | 0.0% | 0.0% | 69 | +6,355 | 2.79% | Q1 2026 | May 14, 2026 |
| Rathbones Group PLC | History | Reduced | 225,898 | 4,892 | 0.02% | 0.02% | 70 | -15,309 | -6.35% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 223,731 | 4,846 | 0.0% | 0.0% | 71 | -3,172 | -1.4% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 217,183 | 4,704 | 0.04% | — | 72 | +217,183 | New | Q1 2026 | Apr 07, 2026 |
| TODD ASSET MANAGEMENT LLC | History | New | 207,904 | 4,503 | 0.09% | — | 73 | +207,904 | New | Q1 2026 | May 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | New | 206,440 | 4,471 | 0.03% | — | 74 | +206,440 | New | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 206,343 | 4,469 | 0.0% | 0.0% | 75 | -9,006 | -4.18% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 203,237 | 4,402 | 0.01% | 0.01% | 76 | -56,242 | -21.67% | Q1 2026 | May 04, 2026 |
| Capital Research Global Investors | History | Reduced | 216,529 | 4,402 | 0.0% | 0.0% | 77 | -6,281 | -2.82% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 200,904 | 4,351 | 0.0% | 0.0% | 78 | +121,927 | 154.38% | Q1 2026 | May 15, 2026 |
| Dorsey Wright & Associates | History | Added to | 199,131 | 4,313 | 0.53% | 0.72% | 79 | +56,085 | 39.21% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | Reduced | 189,048 | 4,094 | 0.0% | 0.0% | 80 | -13,122 | -6.49% | Q1 2026 | May 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 185,755 | 3,954 | 0.07% | 0.15% | 81 | +55,304 | 42.39% | Q1 2026 | May 01, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 182,314 | 3,948 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 167,588 | 3,629 | 0.04% | 0.11% | 83 | -185,946 | -52.6% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 162,886 | 3,528 | 0.03% | 0.02% | 84 | +49,900 | 44.16% | Q1 2026 | May 13, 2026 |
| DGS Capital Management, LLC | History | Reduced | 162,597 | 3,521 | 0.58% | 0.69% | 85 | -11,085 | -6.38% | Q1 2026 | Apr 28, 2026 |
| Boston Common Asset Management, LLC | History | New | 158,827 | 3,440 | 0.22% | — | 86 | +158,827 | New | Q1 2026 | May 07, 2026 |
| Caprock Group, LLC | History | Reduced | 158,793 | 3,439 | 0.08% | 0.08% | 87 | -11,750 | -6.89% | Q1 2026 | May 11, 2026 |
| DV EQUITIES, LLC | History | No change | 147,093 | 3,428 | 0.61% | 0.61% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | No change | 140,432 | 3,273 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VestGen Advisors, LLC | History | Added to | 144,147 | 3,143 | 0.08% | 0.14% | 90 | +4,260 | 3.05% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 144,836 | 3,137 | 0.01% | 0.01% | 91 | +20,966 | 16.93% | Q1 2026 | Apr 24, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 143,337 | 3,104 | 0.04% | 0.05% | 92 | -34,736 | -19.51% | Q1 2026 | Apr 23, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 141,413 | 3,063 | 0.07% | 0.07% | 93 | +4,893 | 3.58% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 140,389 | 3,040 | 0.05% | 0.05% | 94 | +2,998 | 2.18% | Q1 2026 | Apr 07, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 139,663 | 3,025 | 0.0% | 0.0% | 95 | +23,397 | 20.12% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 138,928 | 3,009 | 0.02% | 0.03% | 96 | -5,152 | -3.58% | Q1 2026 | May 14, 2026 |
| JCIC Asset Management Inc. | History | Added to | 138,565 | 3,001 | 0.92% | 0.94% | 97 | +6,655 | 5.05% | Q1 2026 | Apr 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 136,885 | 2,964 | 0.0% | 0.0% | 98 | -24,370 | -15.11% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 139,924 | 2,889 | 0.0% | 0.0% | 99 | -18,437 | -11.64% | Q1 2026 | May 15, 2026 |
| Naviter Wealth, LLC | History | Added to | 132,426 | 2,868 | 0.36% | 0.39% | 100 | +4,718 | 3.69% | Q1 2026 | Apr 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 127,783 | 2,767 | 0.0% | 0.0% | 101 | -20,207 | -13.65% | Q1 2026 | Apr 27, 2026 |
| CHOREO, LLC | History | Reduced | 125,998 | 2,729 | 0.03% | 0.04% | 102 | -730 | -0.58% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 125,172 | 2,711 | 0.02% | 0.02% | 103 | +5,546 | 4.64% | Q1 2026 | Apr 30, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 118,906 | 2,575 | 0.0% | 0.0% | 104 | +6,187 | 5.49% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 116,404 | 2,521 | 0.01% | 0.01% | 105 | +7,743 | 7.13% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 116,234 | 2,517 | 0.01% | 0.01% | 106 | +15,936 | 15.89% | Q1 2026 | May 05, 2026 |
| Atria Investments, Inc | History | Reduced | 114,429 | 2,478 | 0.03% | 0.03% | 107 | -1,491 | -1.29% | Q1 2026 | May 05, 2026 |
| Boston Partners | History | Reduced | 112,718 | 2,441 | 0.0% | 0.01% | 108 | -107,769 | -48.88% | Q1 2026 | May 11, 2026 |
| Compound Planning, Inc. | History | Added to | 112,396 | 2,434 | 0.07% | 0.08% | 109 | +1,889 | 1.71% | Q1 2026 | May 14, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 111,915 | 2,424 | 0.63% | 1.23% | 110 | -102,134 | -47.72% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 109,234 | 2,366 | 0.0% | 0.01% | 111 | -53,031 | -32.68% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 105,436 | 2,296 | 0.0% | 0.0% | 112 | +11,993 | 12.83% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Added to | 104,907 | 2,272 | 0.07% | 0.07% | 113 | +35,267 | 50.64% | Q1 2026 | Apr 29, 2026 |
| DAVENPORT & Co LLC | History | Added to | 104,477 | 2,262 | 0.01% | 0.01% | 114 | +15,609 | 17.56% | Q1 2026 | Apr 15, 2026 |
| Ativo Capital Management LLC | History | Added to | 102,788 | 2,226 | 1.94% | 1.63% | 115 | +22,837 | 28.56% | Q1 2026 | May 01, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 101,602 | 2,200 | 0.0% | 0.0% | 116 | -8,022 | -7.32% | Q1 2026 | May 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 101,588 | 2,198 | 0.0% | 0.01% | 117 | -115,905 | -53.29% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 99,773 | 2,161 | 0.0% | 0.01% | 118 | -14,294 | -12.53% | Q1 2026 | May 01, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 98,475 | 2,132 | 0.02% | 0.02% | 119 | -440 | -0.44% | Q1 2026 | May 15, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Reduced | 97,644 | 2,114 | 0.42% | 0.48% | 120 | -5,216 | -5.07% | Q1 2026 | Apr 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 94,585 | 2,048 | 0.03% | 0.04% | 121 | -25,923 | -21.51% | Q1 2026 | May 13, 2026 |
| AdvisorShares Investments LLC | History | Added to | 94,413 | 2,044 | 0.37% | 0.36% | 122 | +858 | 0.92% | Q1 2026 | Apr 28, 2026 |
| SYON CAPITAL LLC | History | Reduced | 94,156 | 2,039 | 0.1% | 0.11% | 123 | -768 | -0.81% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 91,818 | 1,988 | 0.0% | 0.0% | 124 | -16,115 | -14.93% | Q1 2026 | May 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 89,759 | 1,944 | 0.04% | 0.04% | 125 | +9,138 | 11.33% | Q1 2026 | May 14, 2026 |
| Summit Global Investments | History | Added to | 87,242 | 1,890 | 0.11% | 0.11% | 126 | +6,254 | 7.72% | Q1 2026 | May 07, 2026 |
| M&T BANK CORP | History | Added to | 84,618 | 1,832 | 0.01% | 0.0% | 127 | +42,856 | 102.62% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 84,411 | 1,828 | 0.0% | 0.0% | 128 | +21,185 | 33.51% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 83,447 | 1,820 | 0.02% | 0.02% | 130 | +2,545 | 3.15% | Q1 2026 | Apr 07, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Reduced | 84,053 | 1,820 | 1.01% | 1.16% | 129 | -235 | -0.28% | Q1 2026 | Apr 23, 2026 |
| SG Trading Solutions, LLC | History | No change | 77,726 | 1,812 | 0.42% | 0.42% | 131 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| CIBC Asset Management Inc | History | Reduced | 83,730 | 1,789 | 0.0% | 0.01% | 132 | -9,071 | -9.77% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 76,788 | 1,789 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 81,270 | 1,760 | 0.01% | 0.02% | 134 | +24,979 | 44.37% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 81,240 | 1,759 | 0.1% | 0.08% | 135 | +19,958 | 32.57% | Q1 2026 | Apr 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 80,923 | 1,752 | 0.07% | 0.06% | 136 | +23,918 | 41.96% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 80,712 | 1,748 | 0.0% | 0.0% | 137 | -176,311 | -68.6% | Q1 2026 | May 15, 2026 |
| Ellevest, Inc. | History | Reduced | 80,046 | 1,733 | 0.24% | 0.26% | 138 | -1,564 | -1.92% | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 79,396 | 1,719 | 0.02% | 0.02% | 139 | +11,237 | 16.49% | Q1 2026 | May 08, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 77,708 | 1,683 | 0.02% | 0.03% | 140 | -18,358 | -19.11% | Q1 2026 | Apr 24, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 76,923 | 1,666 | 0.27% | 0.22% | 141 | +16,611 | 27.54% | Q1 2026 | May 15, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 78,600 | 1,651 | 0.57% | 3.88% | 142 | +9,188 | 13.24% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 70,221 | 1,640 | 0.01% | 0.01% | 143 | +12,932 | 22.57% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 73,766 | 1,597 | 0.01% | 0.01% | 144 | -13,651 | -15.62% | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 72,646 | 1,573 | 0.05% | 0.04% | 145 | +25,145 | 52.94% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 71,260 | 1,543 | 0.02% | 0.07% | 146 | -105,087 | -59.59% | Q1 2026 | Apr 14, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 71,215 | 1,542 | 0.18% | 0.38% | 147 | -69,776 | -49.49% | Q1 2026 | Apr 15, 2026 |
| WINTON GROUP Ltd | History | New | 69,500 | 1,505 | 0.05% | — | 148 | +69,500 | New | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 68,904 | 1,492 | 0.0% | 0.01% | 149 | -221,160 | -76.25% | Q1 2026 | Apr 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 67,963 | 1,472 | 0.0% | 0.0% | 151 | +31,052 | 84.13% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 67,967 | 1,472 | 0.01% | 0.01% | 150 | +1,642 | 2.48% | Q1 2026 | May 04, 2026 |
| Welch Group, LLC | History | Reduced | 67,195 | 1,455 | 0.05% | 0.06% | 152 | -1,302 | -1.9% | Q1 2026 | Apr 21, 2026 |
| Myriad Asset Management Advisors LLC | History | New | 67,003 | 1,451 | 0.43% | — | 153 | +67,003 | New | Q1 2026 | Apr 30, 2026 |
| Summit Trail Advisors, LLC | History | New | 65,015 | 1,408 | 0.02% | — | 154 | +65,015 | New | Q1 2026 | May 12, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 64,676 | 1,400 | 0.09% | 0.1% | 155 | +326 | 0.51% | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 68,442 | 1,391 | 0.05% | 0.06% | 156 | +1,912 | 2.87% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 63,867 | 1,383 | 0.03% | 0.03% | 157 | -11,039 | -14.74% | Q1 2026 | Apr 22, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 62,183 | 1,345 | 0.0% | 0.0% | 158 | +12,381 | 24.86% | Q1 2026 | May 05, 2026 |
| Ballentine Partners, LLC | History | Added to | 61,826 | 1,339 | 0.02% | 0.02% | 159 | +1,543 | 2.56% | Q1 2026 | May 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 60,455 | 1,309 | 0.14% | 0.17% | 160 | -5,333 | -8.11% | Q1 2026 | Apr 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 55,427 | 1,292 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 58,978 | 1,277 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Haven Private, LLC | History | Added to | 58,900 | 1,275 | 0.56% | 0.58% | 163 | +2,413 | 4.27% | Q1 2026 | May 05, 2026 |
| Point Nemo Capital, LLC | History | Added to | 57,727 | 1,250 | 0.82% | 0.95% | 164 | +16,378 | 39.61% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 56,348 | 1,220 | 0.01% | 0.0% | 165 | +55,702 | 8622.6% | Q1 2026 | May 06, 2026 |
| WESPAC Advisors, LLC | History | New | 55,798 | 1,208 | 0.66% | — | 166 | +55,798 | New | Q1 2026 | Apr 28, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 54,607 | 1,182 | 0.0% | 0.0% | 167 | +4,229 | 8.39% | Q1 2026 | May 14, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 54,010 | 1,169 | 0.01% | 0.01% | 168 | -14,510 | -21.18% | Q1 2026 | May 05, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 53,919 | 1,167 | 0.05% | 0.05% | 169 | +5,286 | 10.87% | Q1 2026 | Apr 21, 2026 |
| FAYEZ SAROFIM & CO | History | Added to | 51,652 | 1,118 | 0.0% | 0.0% | 170 | +34,717 | 205.0% | Q1 2026 | May 15, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 50,346 | 1,090 | 0.05% | 0.05% | 171 | -659 | -1.29% | Q1 2026 | Apr 30, 2026 |
| Symmetry Investments LP | History | Reduced | 50,000 | 1,083 | 0.12% | 0.75% | 172 | -321,623 | -86.55% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 49,619 | 1,074 | 0.01% | 0.01% | 173 | -1,366 | -2.68% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 48,676 | 1,054 | 0.01% | 0.0% | 174 | +29,314 | 151.4% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 46,908 | 1,016 | 0.1% | 0.11% | 175 | +10,163 | 27.66% | Q1 2026 | Apr 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 46,193 | 1,000 | 0.02% | 0.03% | 176 | -230 | -0.5% | Q1 2026 | May 11, 2026 |
| Invesco Ltd. | History | Reduced | 45,807 | 992 | 0.0% | 0.0% | 177 | -30,614 | -40.06% | Q1 2026 | May 12, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Reduced | 46,854 | 988 | 0.05% | 0.09% | 178 | -7,071 | -13.11% | Q1 2026 | Apr 15, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | No change | 45,536 | 986 | 0.03% | 0.04% | 179 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Gallacher Capital Management LLC | History | Added to | 44,369 | 961 | 0.37% | 0.4% | 180 | +373 | 0.85% | Q1 2026 | May 05, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 44,049 | 954 | 0.35% | 0.19% | 181 | +20,336 | 85.76% | Q1 2026 | May 15, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 43,965 | 952 | 0.0% | 0.01% | 182 | -51,357 | -53.88% | Q1 2026 | May 08, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 40,908 | 886 | 0.04% | 0.05% | 183 | +363 | 0.9% | Q1 2026 | May 04, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 36,742 | 856 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Added to | 38,792 | 840 | 0.0% | 0.0% | 185 | +2,771 | 7.69% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 36,027 | 839 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BSW Wealth Partners | History | Reduced | 38,502 | 833 | 0.1% | 0.11% | 187 | -303 | -0.78% | Q1 2026 | Apr 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 37,936 | 822 | 0.01% | 0.01% | 188 | +3,785 | 11.08% | Q1 2026 | May 01, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 37,762 | 817 | 0.04% | 0.05% | 189 | -1,756 | -4.44% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 37,564 | 813 | 0.01% | 0.0% | 190 | +6,008 | 19.04% | Q1 2026 | Apr 27, 2026 |
| Blue Trust, Inc. | History | Added to | 36,918 | 799 | 0.01% | 0.01% | 191 | +12,541 | 51.45% | Q1 2026 | Apr 20, 2026 |
| Ascent Group, LLC | History | Reduced | 36,266 | 785 | 0.03% | 0.03% | 192 | -2,400 | -6.21% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 36,194 | 783 | 0.0% | 0.0% | 193 | +5,833 | 19.21% | Q1 2026 | Apr 27, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 36,116 | 782 | 0.1% | 0.11% | 194 | -577 | -1.57% | Q1 2026 | May 07, 2026 |
| Advisors Preferred, LLC | History | New | 35,903 | 777 | 0.11% | — | 196 | +35,903 | New | Q1 2026 | May 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 35,879 | 777 | 0.01% | 0.01% | 195 | +10,064 | 38.99% | Q1 2026 | May 11, 2026 |
| CIBC Bancorp USA Inc. | History | New | 35,828 | 776 | 0.0% | — | 197 | +35,828 | New | Q1 2026 | May 12, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 34,898 | 755 | 0.18% | 0.36% | 198 | -28,275 | -44.76% | Q1 2026 | Apr 08, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 34,468 | 746 | 0.01% | 0.01% | 199 | +5,598 | 19.39% | Q1 2026 | May 07, 2026 |
| Clarius Group, LLC | History | No change | 31,426 | 732 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 33,076 | 725 | 0.0% | 0.0% | 201 | -13,835 | -29.49% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 33,474 | 724 | 0.01% | 0.01% | 203 | +1,293 | 4.02% | Q1 2026 | May 13, 2026 |
| PDS Planning, Inc | History | Reduced | 33,434 | 724 | 0.05% | 0.05% | 202 | -92 | -0.27% | Q1 2026 | Apr 21, 2026 |
| Lido Advisors, LLC | History | Reduced | 33,197 | 719 | 0.0% | 0.0% | 204 | -2,554 | -7.14% | Q1 2026 | May 13, 2026 |
| TCTC Holdings, LLC | History | Reduced | 33,116 | 717 | 0.02% | 0.02% | 205 | -477 | -1.42% | Q1 2026 | May 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 33,075 | 716 | 0.01% | 0.01% | 206 | +6,660 | 25.21% | Q1 2026 | May 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 32,143 | 696 | 0.01% | 0.01% | 207 | +3,087 | 10.62% | Q1 2026 | May 07, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 32,123 | 695 | 0.08% | 0.12% | 208 | -13,651 | -29.82% | Q1 2026 | May 11, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 31,743 | 687 | 0.13% | 0.14% | 209 | -192 | -0.6% | Q1 2026 | Apr 28, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 30,915 | 669 | 0.01% | 0.01% | 211 | +1,179 | 3.96% | Q1 2026 | May 04, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 30,911 | 669 | 0.09% | 0.11% | 210 | +135 | 0.44% | Q1 2026 | Apr 30, 2026 |
| Gateway Wealth Partners, LLC | History | New | 30,327 | 656 | 0.03% | — | 212 | +30,327 | New | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | Reduced | 29,967 | 649 | 0.14% | 0.19% | 213 | -5,888 | -16.42% | Q1 2026 | Apr 28, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 29,887 | 647 | 0.04% | 0.04% | 214 | +956 | 3.3% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 29,781 | 645 | 0.01% | 0.01% | 215 | +4,583 | 18.19% | Q1 2026 | Apr 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 29,039 | 628 | 0.01% | 0.0% | 216 | +19,778 | 213.56% | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 28,943 | 626 | 0.0% | 0.0% | 217 | +6,615 | 29.63% | Q1 2026 | Apr 24, 2026 |
| PCM Encore, LLC | History | Added to | 28,619 | 619 | 0.13% | 0.14% | 218 | +1,376 | 5.05% | Q1 2026 | May 12, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 28,467 | 616 | 0.08% | 0.1% | 219 | -5,859 | -17.07% | Q1 2026 | Apr 21, 2026 |
| GAMMA Investing LLC | History | Added to | 28,126 | 609 | 0.03% | 0.03% | 220 | +2,533 | 9.9% | Q1 2026 | Apr 06, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 27,638 | 598 | 0.0% | 0.0% | 221 | +2,020 | 7.89% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 27,467 | 594 | 0.0% | 0.0% | 222 | -2,306 | -7.75% | Q1 2026 | May 15, 2026 |
| JMN Financial LLC | History | Reduced | 27,395 | 593 | 0.58% | 0.89% | 223 | -10,951 | -28.56% | Q1 2026 | May 15, 2026 |
| Optas, LLC | History | Reduced | 27,183 | 588 | 0.09% | 0.1% | 224 | -720 | -2.58% | Q1 2026 | Apr 24, 2026 |
| STATE STREET CORP | History | No change | 26,931 | 583 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 26,864 | 581 | 0.0% | 0.0% | 226 | +9,053 | 50.83% | Q1 2026 | May 15, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 26,623 | 576 | 0.11% | 0.13% | 228 | -1,927 | -6.75% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 26,609 | 576 | 0.0% | 0.01% | 227 | -602 | -2.21% | Q1 2026 | Apr 15, 2026 |
| Empowered Funds, LLC | History | Added to | 26,157 | 566 | 0.0% | 0.01% | 229 | +7,356 | 39.13% | Q1 2026 | May 14, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 24,621 | 533 | 0.01% | 0.01% | 230 | +9,059 | 58.21% | Q1 2026 | Apr 10, 2026 |
| BAILARD, INC. | History | New | 23,800 | 515 | 0.01% | — | 231 | +23,800 | New | Q1 2026 | May 11, 2026 |
| Trust Point Inc. | History | Added to | 23,607 | 511 | 0.04% | 0.03% | 232 | +5,145 | 27.87% | Q1 2026 | Apr 15, 2026 |
| Keel Point, LLC | History | No change | 21,673 | 505 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Five Oceans Advisors | History | No change | 23,314 | 504 | 0.18% | 0.19% | 234 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Baron Wealth Management LLC | History | Reduced | 22,890 | 495 | 0.15% | 0.17% | 235 | -1,178 | -4.89% | Q1 2026 | Apr 16, 2026 |
| Portside Wealth Group, LLC | History | Added to | 22,750 | 492 | 0.07% | 0.06% | 236 | +3,835 | 20.27% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 22,076 | 478 | 0.0% | 0.0% | 237 | +5,116 | 30.17% | Q1 2026 | May 15, 2026 |
| SUMMITRY LLC | History | Reduced | 21,977 | 476 | 0.02% | 0.02% | 238 | -3,129 | -12.46% | Q1 2026 | May 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 21,968 | 475 | 0.0% | 0.0% | 239 | -12,646 | -36.53% | Q1 2026 | Apr 29, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 21,671 | 469 | 0.0% | 0.01% | 240 | -630 | -2.82% | Q1 2026 | Apr 13, 2026 |
| First Affirmative Financial Network | History | New | 21,402 | 463 | 0.18% | — | 241 | +21,402 | New | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 20,966 | 454 | 0.02% | 0.03% | 242 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 20,750 | 449 | 0.01% | 0.01% | 243 | +381 | 1.87% | Q1 2026 | Apr 10, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 20,554 | 445 | 0.0% | 0.0% | 244 | +2,463 | 13.61% | Q1 2026 | May 12, 2026 |
| LVW Advisors, LLC | History | Added to | 20,514 | 444 | 0.04% | 0.04% | 245 | +1,532 | 8.07% | Q1 2026 | Apr 20, 2026 |
| Apella Capital, LLC | History | Reduced | 18,556 | 442 | 0.01% | 0.01% | 246 | -31 | -0.17% | Q1 2026 | Apr 20, 2026 |
| DMC Group, LLC | History | Added to | 20,299 | 439 | 0.3% | 0.21% | 247 | +6,558 | 47.73% | Q1 2026 | Apr 30, 2026 |
| Wedmont Private Capital | History | Reduced | 18,289 | 427 | 0.01% | 0.01% | 248 | -79 | -0.43% | Q1 2026 | Apr 09, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 19,525 | 422 | 0.0% | 0.0% | 249 | -2,309 | -10.58% | Q1 2026 | May 11, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 19,003 | 414 | 0.02% | 0.03% | 250 | +279 | 1.49% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 18,814 | 407 | 0.02% | 0.02% | 251 | -3,375 | -15.21% | Q1 2026 | Apr 20, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 18,348 | 397 | 0.12% | 0.13% | 252 | +196 | 1.08% | Q1 2026 | Apr 17, 2026 |
| Covenant Partners, LLC | History | No change | 16,895 | 393 | 0.11% | 0.11% | 253 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JBF Capital, Inc. | History | Reduced | 18,000 | 389 | 0.06% | 0.09% | 254 | -9,500 | -34.55% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | Added to | 17,957 | 388 | 0.0% | 0.0% | 255 | +4,522 | 33.66% | Q1 2026 | May 14, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 17,868 | 387 | 0.06% | 0.06% | 256 | +3,343 | 23.02% | Q1 2026 | May 04, 2026 |
| Frec Markets, Inc. | History | Added to | 17,904 | 387 | 0.07% | 0.1% | 257 | +2,877 | 19.15% | Q1 2026 | May 13, 2026 |
| XPONANCE LLC | History | Added to | 17,763 | 384 | 0.0% | 0.0% | 258 | +3,561 | 25.07% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Added to | 17,541 | 379 | 0.0% | 0.0% | 259 | +4,272 | 32.2% | Q1 2026 | May 11, 2026 |
| Jain Global LLC | History | Reduced | 17,162 | 371 | 0.0% | 0.01% | 260 | -35,763 | -67.57% | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 16,876 | 365 | 0.01% | 0.01% | 261 | -5,348 | -24.06% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | Reduced | 16,830 | 364 | 0.0% | 0.01% | 262 | -661 | -3.78% | Q1 2026 | May 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 16,731 | 362 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 16,630 | 360 | 0.02% | 0.03% | 264 | +892 | 5.67% | Q1 2026 | May 07, 2026 |
| Syverson Strege & Co | History | Reduced | 16,182 | 350 | 0.08% | 0.09% | 265 | -466 | -2.8% | Q1 2026 | May 04, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 15,989 | 346 | 0.01% | 0.02% | 266 | -2,930 | -15.49% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 15,712 | 340 | 0.01% | 0.01% | 267 | +1,820 | 13.1% | Q1 2026 | May 18, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 15,698 | 340 | 0.25% | 0.06% | 268 | +190 | 1.23% | Q1 2026 | Apr 14, 2026 |
| Walleye Capital LLC | History | New | 15,600 | 337 | 0.0% | — | 269 | +15,600 | New | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 15,428 | 336 | 0.0% | 0.0% | 270 | +14,124 | 1083.13% | Q1 2026 | May 12, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 15,384 | 333 | 0.02% | 0.02% | 271 | +27 | 0.18% | Q1 2026 | Apr 30, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 14,074 | 332 | 0.05% | 0.07% | 272 | -929 | -6.19% | Q1 2026 | May 11, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 15,282 | 331 | 0.05% | 0.1% | 273 | +55 | 0.36% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 15,130 | 327 | 0.01% | 0.02% | 274 | -6,579 | -30.31% | Q1 2026 | May 12, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 15,066 | 326 | 0.05% | 0.07% | 275 | -2,014 | -11.79% | Q1 2026 | May 01, 2026 |
| GM Advisory Group, LLC | History | New | 14,825 | 321 | 0.01% | — | 276 | +14,825 | New | Q1 2026 | Apr 28, 2026 |
| New Republic Capital, LLC | History | Reduced | 14,786 | 320 | 0.11% | 0.14% | 277 | -8,354 | -36.1% | Q1 2026 | May 01, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 14,706 | 318 | 0.08% | 0.08% | 280 | +1,109 | 8.16% | Q1 2026 | Apr 17, 2026 |
| HUB Investment Partners, LLC | History | Added to | 14,714 | 318 | 0.01% | 0.01% | 278 | +380 | 2.65% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 14,720 | 318 | 0.01% | 0.01% | 279 | -342 | -2.27% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 14,574 | 315 | 0.0% | 0.0% | 281 | +12 | 0.08% | Q1 2026 | May 08, 2026 |
| CERTUITY, LLC | History | Reduced | 14,428 | 312 | 0.02% | 0.02% | 282 | -410 | -2.76% | Q1 2026 | May 11, 2026 |
| Northside Capital Management, LLC | History | No change | 14,336 | 310 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 14,287 | 309 | 0.0% | 0.0% | 284 | -2,456 | -14.67% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 14,279 | 309 | 0.0% | 0.0% | 285 | +1,506 | 11.79% | Q1 2026 | May 13, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 14,243 | 308 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Diversified Trust Co | History | Added to | 14,194 | 307 | 0.01% | 0.01% | 287 | +26 | 0.18% | Q1 2026 | Apr 16, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 13,965 | 302 | 0.03% | 0.04% | 288 | -4,707 | -25.21% | Q1 2026 | May 15, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 13,861 | 300 | 0.13% | 0.12% | 290 | -1,147 | -7.64% | Q1 2026 | Apr 20, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 13,852 | 300 | 0.03% | 0.03% | 289 | -116 | -0.83% | Q1 2026 | Apr 24, 2026 |
| WRAPMANAGER INC | History | Added to | 13,798 | 298 | 0.1% | 0.09% | 291 | +1,944 | 16.4% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 13,749 | 297 | 0.01% | 0.01% | 292 | +839 | 6.5% | Q1 2026 | Apr 09, 2026 |
| SYM FINANCIAL Corp | History | No change | 13,671 | 296 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cromwell Holdings LLC | History | No change | 13,659 | 295 | 0.17% | 0.17% | 294 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Csenge Advisory Group | History | Reduced | 13,487 | 292 | 0.01% | 0.02% | 296 | -6,677 | -33.11% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 13,499 | 292 | 0.0% | 0.0% | 295 | +92 | 0.69% | Q1 2026 | Apr 22, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 13,414 | 290 | 0.01% | 0.01% | 297 | +3,720 | 38.37% | Q1 2026 | Apr 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 13,387 | 289 | 0.02% | 0.01% | 298 | +3,882 | 40.84% | Q1 2026 | May 06, 2026 |
| SageGuard Financial Group, LLC | History | Added to | 13,254 | 287 | 0.04% | 0.04% | 299 | +3,721 | 39.03% | Q1 2026 | Apr 23, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 13,195 | 285 | 0.01% | 0.01% | 300 | +471 | 3.7% | Q1 2026 | May 14, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 13,064 | 282 | 0.19% | 0.21% | 301 | -326 | -2.43% | Q1 2026 | Apr 16, 2026 |
| Bayesian Capital Management, LP | History | New | 13,000 | 281 | 0.34% | — | 303 | +13,000 | New | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Reduced | 13,001 | 281 | 0.01% | 0.02% | 302 | -6,036 | -31.71% | Q1 2026 | May 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 12,863 | 278 | 0.01% | 0.02% | 304 | +1,811 | 16.39% | Q1 2026 | Apr 16, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 12,785 | 276 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 12,708 | 275 | 0.03% | 0.04% | 306 | -3,439 | -21.3% | Q1 2026 | May 05, 2026 |
| Echo45 Advisors LLC | History | Reduced | 12,711 | 275 | 0.15% | 0.17% | 307 | -191 | -1.48% | Q1 2026 | Apr 20, 2026 |
| XML Financial, LLC | History | New | 12,610 | 273 | 0.02% | — | 308 | +12,610 | New | Q1 2026 | Apr 16, 2026 |
| INTRUST BANK NA | History | New | 12,584 | 272 | 0.02% | — | 310 | +12,584 | New | Q1 2026 | May 06, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 12,572 | 272 | 0.09% | 0.1% | 309 | -572 | -4.35% | Q1 2026 | Apr 23, 2026 |
| Calydon Capital | History | No change | 12,482 | 270 | 0.04% | 0.05% | 311 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Traveka Wealth, LLC | History | Added to | 12,307 | 266 | 0.1% | 0.11% | 312 | +169 | 1.39% | Q1 2026 | Apr 22, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 12,262 | 265 | 0.02% | 0.01% | 313 | +7,414 | 152.93% | Q1 2026 | Apr 30, 2026 |
| St. Johns Investment Management Company, LLC | History | Reduced | 12,264 | 265 | 0.11% | 0.13% | 314 | -1,000 | -7.54% | Q1 2026 | Apr 28, 2026 |
| Qtron Investments LLC | History | Added to | 12,216 | 264 | 0.04% | 0.04% | 315 | +31 | 0.25% | Q1 2026 | May 15, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 12,107 | 262 | 0.02% | 0.02% | 316 | +93 | 0.77% | Q1 2026 | May 18, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 12,042 | 261 | 0.01% | 0.01% | 317 | -633 | -4.99% | Q1 2026 | Apr 21, 2026 |
| West Family Investments, Inc. | History | Reduced | 12,025 | 260 | 0.09% | 0.21% | 318 | -26,060 | -68.43% | Q1 2026 | May 07, 2026 |
| GREENLEAF TRUST | History | Reduced | 11,883 | 257 | 0.0% | 0.02% | 319 | -71,005 | -85.66% | Q1 2026 | Apr 27, 2026 |
| Connecticut Capital Management Group, LLC | History | Reduced | 11,721 | 253 | 0.24% | 0.26% | 320 | -16 | -0.14% | Q1 2026 | Apr 10, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 11,589 | 251 | 0.0% | 0.0% | 321 | -13,466 | -53.75% | Q1 2026 | May 01, 2026 |
| a16z Perennial Management, L.P. | History | Reduced | 11,614 | 251 | 0.02% | 0.02% | 322 | -1,536 | -11.68% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 11,483 | 248 | 0.0% | 0.0% | 323 | +10,504 | 1072.93% | Q1 2026 | May 15, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 11,478 | 248 | 0.04% | 0.04% | 324 | -256 | -2.18% | Q1 2026 | Apr 15, 2026 |
| Myriad Asset Management US LP | History | New | 11,301 | 245 | 0.37% | — | 325 | +11,301 | New | Q1 2026 | Apr 15, 2026 |
| Brucke Financial, Inc. | History | Reduced | 11,205 | 242 | 0.12% | 0.48% | 326 | -26,193 | -70.04% | Q1 2026 | Apr 10, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | Added to | 11,082 | 240 | 0.19% | 0.2% | 327 | +1,079 | 10.79% | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 11,077 | 239 | 0.01% | 0.0% | 328 | +10,106 | 1040.78% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 11,032 | 238 | 0.02% | 0.03% | 330 | +175 | 1.61% | Q1 2026 | May 11, 2026 |
| Choate Investment Advisors | History | No change | 11,015 | 238 | 0.0% | 0.01% | 329 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 11,000 | 238 | 0.14% | 0.17% | 331 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rehmann Capital Advisory Group | History | New | 10,843 | 234 | 0.01% | — | 332 | +10,843 | New | Q1 2026 | May 15, 2026 |
| MATTERS CAPITAL LLC | History | No change | 10,786 | 233 | 0.21% | 0.21% | 333 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Greenspring Advisors, LLC | History | Added to | 10,714 | 232 | 0.01% | 0.01% | 334 | +389 | 3.77% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | Reduced | 10,628 | 230 | 0.0% | 0.01% | 335 | -5,893 | -35.67% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 10,512 | 227 | 0.0% | 0.0% | 337 | +5,431 | 106.89% | Q1 2026 | May 08, 2026 |
| INGALLS & SNYDER LLC | History | No change | 10,474 | 227 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 10,467 | 226 | 0.0% | — | 338 | +10,467 | New | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 10,409 | 225 | 0.0% | 0.0% | 339 | -8,672 | -45.45% | Q1 2026 | May 08, 2026 |
| HSBC HOLDINGS PLC | History | New | 10,349 | 224 | 0.0% | — | 340 | +10,349 | New | Q1 2026 | Apr 30, 2026 |
| Genus Capital Management Inc. | History | Reduced | 10,317 | 223 | 0.03% | 0.04% | 341 | -3,353 | -24.53% | Q1 2026 | May 01, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 10,278 | 222 | 0.01% | — | 342 | +10,278 | New | Q1 2026 | May 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 10,064 | 217 | 0.0% | 0.01% | 344 | -10,125 | -50.15% | Q1 2026 | Apr 27, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 10,035 | 217 | 0.0% | 0.0% | 343 | +704 | 7.54% | Q1 2026 | May 05, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 10,046 | 217 | 0.05% | 0.06% | 345 | -243 | -2.36% | Q1 2026 | May 01, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 9,982 | 216 | 0.0% | 0.0% | 346 | -510 | -4.86% | Q1 2026 | May 14, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 9,716 | 210 | 0.05% | 0.06% | 347 | +432 | 4.65% | Q1 2026 | Apr 16, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 9,493 | 205 | 0.0% | 0.0% | 348 | +78 | 0.83% | Q1 2026 | May 12, 2026 |
| Johnson Financial Group, Inc. | History | No change | 9,415 | 203 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 9,287 | 201 | 0.0% | 0.21% | 350 | -376,610 | -97.59% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 8,725 | 188 | 0.0% | 0.0% | 351 | +848 | 10.77% | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | Reduced | 8,653 | 187 | 0.03% | 0.03% | 352 | -6 | -0.07% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 8,366 | 181 | 0.0% | — | 353 | +8,366 | New | Q1 2026 | May 15, 2026 |
| V-Square Quantitative Management LLC | History | Reduced | 8,320 | 180 | 0.02% | 0.02% | 354 | -215 | -2.52% | Q1 2026 | Apr 27, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 8,320 | 180 | 0.08% | 0.08% | 355 | -215 | -2.52% | Q1 2026 | Apr 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 7,863 | 170 | 0.0% | 0.0% | 356 | +3,079 | 64.36% | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | Reduced | 7,398 | 160 | 0.01% | 0.01% | 357 | -1,117 | -13.12% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Reduced | 7,211 | 156 | 0.0% | 0.01% | 358 | -9,317 | -56.37% | Q1 2026 | May 13, 2026 |
| Lummis Asset Management, LP | History | No change | 6,784 | 150 | 0.09% | 0.1% | 359 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | Added to | 6,654 | 145 | 0.03% | 0.05% | 360 | +104 | 1.59% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 6,486 | 140 | 0.0% | 0.0% | 361 | +1,885 | 40.97% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 6,424 | 139 | 0.01% | 0.01% | 362 | +42 | 0.66% | Q1 2026 | Apr 21, 2026 |
| WealthCollab, LLC | History | No change | 6,338 | 137 | 0.06% | 0.06% | 363 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hilltop National Bank | History | New | 6,048 | 131 | 0.03% | — | 364 | +6,048 | New | Q1 2026 | Apr 02, 2026 |
| MAI Capital Management | History | Added to | 5,957 | 129 | 0.0% | 0.0% | 365 | +616 | 11.53% | Q1 2026 | May 15, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 5,777 | 125 | 0.09% | 0.06% | 366 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,448 | 117 | 0.0% | 0.0% | 367 | +4,189 | 332.72% | Q1 2026 | May 15, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 5,259 | 113 | 0.04% | — | 368 | +5,259 | New | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 4,925 | 107 | 0.0% | 0.0% | 369 | -2,397 | -32.74% | Q1 2026 | May 06, 2026 |
| UMB Bank, n.a. | History | Reduced | 4,883 | 105 | 0.0% | 0.0% | 370 | -507 | -9.41% | Q1 2026 | May 11, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 4,155 | 90 | 0.06% | 0.07% | 371 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 4,051 | 87 | 0.02% | — | 372 | +4,051 | New | Q1 2026 | May 08, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 3,587 | 77 | 0.05% | 0.04% | 373 | -2,079 | -36.69% | Q1 2026 | May 01, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 3,457 | 74 | 0.0% | 0.0% | 374 | +96 | 2.86% | Q1 2026 | May 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 3,350 | 72 | 0.0% | 0.0% | 375 | +181 | 5.71% | Q1 2026 | May 07, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 2,735 | 59 | 0.0% | 0.01% | 376 | -968 | -26.14% | Q1 2026 | May 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,757 | 59 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Destiny Wealth Partners, LLC | History | New | 2,568 | 55 | 0.01% | — | 378 | +2,568 | New | Q1 2026 | May 11, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 2,455 | 53 | 0.0% | 0.01% | 379 | -4 | -0.16% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 2,442 | 52 | 0.0% | 0.0% | 380 | +83 | 3.52% | Q1 2026 | Apr 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,316 | 50 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,347 | 50 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Larson Financial Group LLC | History | Added to | 2,170 | 47 | 0.0% | 0.0% | 383 | +374 | 20.82% | Q1 2026 | May 15, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 2,125 | 46 | 0.04% | — | 385 | +2,125 | New | Q1 2026 | May 05, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 2,142 | 46 | 0.04% | 0.0% | 384 | +2,020 | 1655.74% | Q1 2026 | Apr 02, 2026 |
| SHP Wealth Management | History | Added to | 2,048 | 44 | 0.0% | 0.0% | 386 | +148 | 7.79% | Q1 2026 | May 08, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 2,021 | 43 | 0.01% | 0.01% | 387 | -24 | -1.17% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,935 | 41 | 0.01% | 0.01% | 388 | +234 | 13.76% | Q1 2026 | May 06, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 1,911 | 41 | 0.03% | 0.03% | 389 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ramirez Asset Management, Inc. | History | Reduced | 1,552 | 34 | 0.0% | 0.01% | 391 | -1,681 | -52.0% | Q1 2026 | May 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,584 | 34 | 0.0% | 0.0% | 390 | +128 | 8.79% | Q1 2026 | Apr 30, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,542 | 33 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Addison Advisors LLC | History | No change | 1,550 | 33 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,458 | 33 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | New | 1,502 | 32 | 0.0% | — | 395 | +1,502 | New | Q1 2026 | May 19, 2026 |
| True Wealth Design, LLC | History | Added to | 1,444 | 31 | 0.01% | 0.01% | 397 | +586 | 68.3% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,462 | 31 | 0.0% | 0.0% | 396 | -265 | -15.34% | Q1 2026 | May 15, 2026 |
| Wellington Grp LLC | History | Reduced | 1,401 | 30 | 0.01% | 0.02% | 398 | -602 | -30.05% | Q1 2026 | May 22, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,300 | 28 | 0.0% | 0.0% | 400 | -257 | -16.51% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,320 | 28 | 0.0% | 0.0% | 399 | -173 | -11.59% | Q1 2026 | Apr 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,314 | 28 | 0.0% | 0.01% | 401 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Whipplewood Advisors, LLC | History | New | 1,253 | 27 | 0.01% | — | 405 | +1,253 | New | Q1 2026 | Apr 30, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,289 | 27 | 0.01% | 0.02% | 404 | -263 | -16.95% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,289 | 27 | 0.0% | 0.0% | 403 | +178 | 16.02% | Q1 2026 | May 04, 2026 |
| Bogart Wealth, LLC | History | No change | 1,266 | 27 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Anfield Capital Management, LLC | History | Added to | 1,231 | 26 | 0.01% | 0.0% | 407 | +1,091 | 779.29% | Q1 2026 | May 12, 2026 |
| GW&K Investment Management, LLC | History | Added to | 1,187 | 26 | 0.0% | 0.0% | 406 | +327 | 38.02% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,165 | 25 | 0.0% | 0.0% | 408 | +900 | 339.62% | Q1 2026 | May 13, 2026 |
| Elequin Capital, LP | History | New | 1,148 | 24 | 0.0% | — | 409 | +1,148 | New | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,014 | 21 | 0.0% | 0.0% | 410 | -127 | -11.13% | Q1 2026 | Apr 24, 2026 |
| Key FInancial Inc | History | Added to | 965 | 20 | 0.0% | 0.0% | 412 | +290 | 42.96% | Q1 2026 | Apr 24, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 928 | 20 | 0.0% | 0.0% | 411 | -216 | -18.88% | Q1 2026 | May 08, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 898 | 19 | 0.0% | 0.0% | 413 | +453 | 101.8% | Q1 2026 | Apr 28, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 892 | 19 | 0.0% | 0.01% | 414 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 836 | 18 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 796 | 17 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TD Capital Management LLC | History | No change | 748 | 16 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 727 | 15 | 0.01% | — | 420 | +727 | New | Q1 2026 | May 12, 2026 |
| Basepoint Wealth LLC | History | Reduced | 738 | 15 | 0.01% | 0.02% | 419 | -381 | -34.05% | Q1 2026 | May 07, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 734 | 15 | 0.01% | 0.01% | 418 | -51 | -6.5% | Q1 2026 | Apr 07, 2026 |
| MidFirst Bank | History | Reduced | 659 | 14 | 0.0% | 0.0% | 423 | -5,445 | -89.2% | Q1 2026 | May 15, 2026 |
| J.Safra Asset Management Corp | History | No change | 654 | 14 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 612 | 14 | 0.02% | 0.02% | 422 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Reduced | 627 | 13 | 0.0% | 0.0% | 426 | -838 | -57.2% | Q1 2026 | Apr 22, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 635 | 13 | 0.0% | 0.0% | 424 | +320 | 101.59% | Q1 2026 | Apr 21, 2026 |
| Bare Financial Services, Inc | History | Added to | 643 | 13 | 0.0% | 0.0% | 428 | +73 | 12.81% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | Added to | 628 | 13 | 0.0% | 0.0% | 427 | +6 | 0.96% | Q1 2026 | May 05, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 604 | 13 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 562 | 12 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 578 | 12 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 523 | 11 | 0.0% | 0.0% | 431 | +476 | 1012.77% | Q1 2026 | Apr 17, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 533 | 11 | 0.0% | 0.0% | 433 | -93 | -14.86% | Q1 2026 | Apr 17, 2026 |
| Asset Dedication, LLC | History | No change | 500 | 11 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| LRI Investments, LLC | History | No change | 531 | 11 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 487 | 10 | 0.0% | — | 436 | +487 | New | Q1 2026 | May 13, 2026 |
| Arlington Trust Co LLC | History | New | 474 | 10 | 0.0% | — | 437 | +474 | New | Q1 2026 | Apr 08, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 479 | 10 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 443 | 9 | 0.0% | 0.0% | 441 | -300 | -40.38% | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 478 | 9 | 0.0% | 0.0% | 438 | -147 | -23.52% | Q1 2026 | Apr 30, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 422 | 9 | 0.0% | 0.0% | 440 | +35 | 9.04% | Q1 2026 | Apr 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 422 | 9 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ORG Partners LLC | History | No change | 400 | 9 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 374 | 8 | 0.0% | 0.0% | 444 | +298 | 392.11% | Q1 2026 | May 07, 2026 |
| North Star Investment Management Corp. | History | Added to | 413 | 8 | 0.0% | 0.0% | 443 | +37 | 9.84% | Q1 2026 | Apr 23, 2026 |
| Strive Financial Group ,LLC | History | No change | 372 | 8 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 356 | 7 | 0.05% | 0.08% | 451 | -1,059 | -74.84% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 361 | 7 | 0.0% | 0.0% | 448 | +40 | 12.46% | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 350 | 7 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | No change | 325 | 7 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Fortitude Family Office, LLC | History | No change | 357 | 7 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 305 | 7 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EFG International AG | History | New | 322 | 6 | 0.0% | — | 456 | +322 | New | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 318 | 6 | 0.0% | 0.0% | 453 | +275 | 639.53% | Q1 2026 | May 14, 2026 |
| COUNTRY TRUST BANK | History | No change | 317 | 6 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 279 | 6 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SJS Investment Consulting Inc. | History | No change | 318 | 6 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Navigoe, LLC | History | Reduced | 243 | 5 | 0.0% | 0.02% | 461 | -1,126 | -82.25% | Q1 2026 | May 01, 2026 |
| JPL Wealth Management, LLC | History | New | 258 | 5 | 0.0% | — | 464 | +258 | New | Q1 2026 | May 08, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 250 | 5 | 0.0% | 0.0% | 457 | -61 | -19.61% | Q1 2026 | May 06, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 237 | 5 | 0.0% | 0.0% | 463 | +42 | 21.54% | Q1 2026 | May 08, 2026 |
| Independence Bank of Kentucky | History | No change | 242 | 5 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 247 | 5 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nemes Rush Group LLC | History | No change | 233 | 5 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WPG Advisers, LLC | History | No change | 251 | 5 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 213 | 4 | 0.0% | 0.0% | 468 | +95 | 80.51% | Q1 2026 | May 12, 2026 |
| Colonial Trust Co / SC | History | Reduced | 202 | 4 | 0.0% | 0.0% | 467 | -9 | -4.27% | Q1 2026 | May 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 211 | 4 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 193 | 4 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 185 | 4 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Burk Holdings LLC | History | New | 153 | 3 | 0.0% | — | 477 | +153 | New | Q1 2026 | May 07, 2026 |
| Kilter Group LLC | History | Added to | 159 | 3 | 0.0% | — | 476 | +124 | 354.29% | Q1 2026 | May 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 171 | 3 | 0.0% | 0.0% | 472 | +111 | 185.0% | Q1 2026 | Apr 30, 2026 |
| Triumph Capital Management | History | Reduced | 162 | 3 | 0.0% | 0.0% | 473 | -34 | -17.35% | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | No change | 159 | 3 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PROFFITT & GOODSON INC | History | No change | 182 | 3 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 140 | 3 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | No change | 184 | 3 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 129 | 2 | 0.0% | 0.0% | 479 | -96 | -42.67% | Q1 2026 | Apr 22, 2026 |
| CX Institutional | History | Reduced | 77 | 2 | 0.0% | 0.0% | 480 | -81 | -51.27% | Q1 2026 | Apr 06, 2026 |
| JNBA Financial Advisors | History | No change | 107 | 2 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Lodestone Wealth Management LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 125 | 2 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aventura Private Wealth, LLC | History | No change | 122 | 2 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 84 | 1 | 0.0% | — | 490 | +84 | New | Q1 2026 | Apr 29, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 81 | 1 | 0.0% | — | 491 | +81 | New | Q1 2026 | Apr 28, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 58 | 1 | 0.0% | — | 492 | +58 | New | Q1 2026 | May 07, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 62 | 1 | 0.0% | 0.0% | 488 | -55 | -47.01% | Q1 2026 | May 14, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 52 | 1 | 0.0% | 0.0% | 486 | -12 | -18.75% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 52 | 1 | 0.0% | 0.0% | 484 | -10 | -16.13% | Q1 2026 | Apr 17, 2026 |
| ST GERMAIN D J CO INC | History | No change | 62 | 1 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 87 | 1 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| American Capital Advisory, LLC | History | No change | 81 | 1 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.01% | — | -725,910 | -100.0% | Q1 2026 | May 15, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -317,500 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -219,905 | -100.0% | Q1 2026 | May 15, 2026 |
| Arlington Capital Management, Inc. | History | Closed out | 0 | 0 | — | 2.32% | — | -161,776 | -100.0% | Q1 2026 | May 01, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -118,611 | -100.0% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -112,481 | -100.0% | Q1 2026 | May 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -106,726 | -100.0% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.19% | — | -93,359 | -100.0% | Q1 2026 | May 08, 2026 |
| Beck Bode, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -74,025 | -100.0% | Q1 2026 | May 07, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -70,543 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -45,836 | -100.0% | Q1 2026 | May 01, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -45,373 | -100.0% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -34,997 | -100.0% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -34,532 | -100.0% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -21,995 | -100.0% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,368 | -100.0% | Q1 2026 | May 18, 2026 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,499 | -100.0% | Q1 2026 | May 11, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -13,558 | -100.0% | Q1 2026 | May 14, 2026 |
| GABELLI FUNDS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,220 | -100.0% | Q1 2026 | May 14, 2026 |
| Florida Trust Wealth Management Co | History | Closed out | 0 | 0 | — | 0.01% | — | -12,926 | -100.0% | Q1 2026 | May 14, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -12,000 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,135 | -100.0% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,566 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Closed out | 0 | 0 | — | 0.05% | — | -9,485 | -100.0% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,996 | -100.0% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,964 | -100.0% | Q1 2026 | May 13, 2026 |
| AlTi Global, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,795 | -100.0% | Q1 2026 | May 07, 2026 |
| Cresta Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.06% | — | -5,866 | -100.0% | Q1 2026 | Apr 27, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,200 | -100.0% | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 35 | 0 | — | 0.0% | — | -2,394 | -98.56% | Q1 2026 | May 14, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.01% | — | -780 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -564 | -100.0% | Q1 2026 | May 04, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -426 | -100.0% | Q1 2026 | May 15, 2026 |
| Bangor Savings Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -397 | -100.0% | Q1 2026 | Apr 01, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q1 2026 | May 06, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q1 2026 | May 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q1 2026 | May 14, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | May 15, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q1 2026 | Apr 20, 2026 |
| Frazier Financial Advisors, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q1 2026 | May 05, 2026 |
| Walsh & Associates, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 15, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | Apr 13, 2026 |
| Abound Wealth Management | History | Reduced | 40 | 0 | — | 0.0% | — | -12 | -23.08% | Q1 2026 | Apr 10, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Murphy & Mullick Capital Management Corp | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Trust Co | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| High Note Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |