BHP Group Ltd - BHP
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 | Added to | 23,872,244 | 1,736,467 | 0.59% | 0.48% | 1 | +469,770 | 2.01% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 11,389,124 | 828,445 | 0.05% | 0.05% | 2 | -2,411,059 | -17.47% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 9,674,353 | 703,712 | 0.08% | 0.05% | 3 | +2,389,272 | 32.8% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 4,712,274 | 342,770 | 0.02% | 0.01% | 4 | +2,645,506 | 128.0% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 3,759,916 | 273,496 | 0.05% | 0.04% | 5 | +122,453 | 3.37% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,526,902 | 256,489 | 0.05% | 0.05% | 6 | -98,987 | -2.73% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Added to | 3,012,023 | 219,094 | 0.0% | 0.0% | 7 | +384,155 | 14.62% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 2,958,415 | 215,195 | 0.09% | 0.08% | 8 | +6,613 | 0.22% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,904,801 | 211,295 | 0.02% | 0.01% | 9 | -171,552 | -5.58% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,349,364 | 170,892 | 0.02% | 0.02% | 10 | +76,182 | 3.35% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,318,550 | 168,651 | 0.02% | 0.01% | 11 | +1,332,873 | 135.22% | Q1 2026 | May 12, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 2,257,044 | 164,177 | 0.12% | 0.11% | 12 | -111,603 | -4.71% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,213,839 | 161,034 | 0.02% | 0.01% | 13 | +99,235 | 4.69% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,623,130 | 118,066 | 0.02% | 0.02% | 14 | -493,093 | -23.3% | Q1 2026 | May 15, 2026 |
| SIH Partners, LLLP | History | Added to | 1,520,477 | 110,599 | 1.46% | 0.35% | 15 | +1,214,319 | 396.63% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,439,189 | 104,686 | 0.02% | 0.01% | 16 | +131,653 | 10.07% | Q1 2026 | May 05, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 1,348,932 | 98,121 | 0.08% | 0.06% | 17 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,315,675 | 95,702 | 0.05% | 0.03% | 18 | +286,758 | 27.87% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,239,402 | 90,153 | 0.02% | 0.01% | 19 | +188,446 | 17.93% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,143,647 | 83,188 | 0.03% | 0.03% | 20 | -214,938 | -15.82% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,071,071 | 77,950 | 0.1% | — | 21 | +1,071,071 | New | Q1 2026 | May 12, 2026 |
| Centiva Capital, LP | History | Reduced | 1,058,198 | 76,973 | 0.57% | 0.56% | 22 | -87,038 | -7.6% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 974,759 | 67,277 | 0.0% | 0.0% | 23 | +396,725 | 68.63% | Q1 2026 | May 13, 2026 |
| Townsend & Associates, Inc | History | Reduced | 618,736 | 49,845 | 4.3% | 3.69% | 24 | -7,345 | -1.17% | Q1 2026 | Apr 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 788,140 | 47,580 | 0.08% | 0.08% | 25 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 651,645 | 47,408 | 0.01% | 0.01% | 26 | -40,917 | -5.91% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 590,363 | 42,943 | 0.01% | 0.01% | 27 | +120,584 | 25.67% | Q1 2026 | May 14, 2026 |
| Main Street Research LLC | History | New | 519,212 | 37,767 | 2.2% | — | 28 | +519,212 | New | Q1 2026 | Apr 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 493,604 | 35,904 | 0.06% | 0.05% | 29 | +87,378 | 21.51% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 479,794 | 34,900 | 0.14% | 0.02% | 30 | +407,553 | 564.16% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 469,018 | 34,116 | 0.06% | 0.05% | 31 | +51,173 | 12.25% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 459,376 | 33,414 | 0.01% | 0.0% | 32 | +78,270 | 20.54% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 456,277 | 33,189 | 0.01% | 0.0% | 33 | +5,399 | 1.2% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 452,909 | 32,932 | 0.01% | 0.01% | 34 | -72,245 | -13.76% | Q1 2026 | May 14, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 431,000 | 31,350 | 0.21% | 0.21% | 35 | -93,400 | -17.81% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 428,103 | 31,140 | 0.02% | 0.02% | 36 | +73,793 | 20.83% | Q1 2026 | May 12, 2026 |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | History | No change | 425,000 | 30,914 | 1.03% | 0.96% | 37 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PEAK6 LLC | History | Reduced | 418,700 | 30,456 | 0.07% | 0.26% | 38 | -1,902,600 | -81.96% | Q1 2026 | May 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 409,811 | 29,791 | 0.09% | 0.05% | 39 | +103,582 | 33.83% | Q1 2026 | May 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 385,932 | 28,072 | 0.01% | 0.0% | 40 | +314,532 | 440.52% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 421,334 | 25,435 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 341,995 | 24,876 | 0.01% | 0.01% | 42 | +3,782 | 1.12% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 339,426 | 24,689 | 0.01% | 0.0% | 43 | +63,634 | 23.07% | Q1 2026 | May 04, 2026 |
| Walleye Trading LLC | History | Reduced | 334,697 | 24,345 | 0.04% | 0.03% | 44 | -48,326 | -12.62% | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | Reduced | 324,431 | 23,599 | 0.03% | 0.03% | 45 | -147,569 | -31.26% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 319,655 | 23,215 | 0.03% | 0.03% | 46 | -3,941 | -1.22% | Q1 2026 | May 15, 2026 |
| Willis Investment Counsel | History | Reduced | 315,009 | 22,913 | 1.25% | 1.48% | 47 | -159,834 | -33.66% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 293,144 | 21,323 | 0.01% | 0.0% | 48 | +45,181 | 18.22% | Q1 2026 | May 06, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 263,911 | 20,503 | 0.05% | 0.02% | 49 | +101,395 | 62.39% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 270,394 | 19,668 | 0.01% | 0.01% | 50 | -27,094 | -9.11% | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 255,584 | 18,591 | 0.25% | — | 51 | +255,584 | New | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 245,437 | 17,853 | 0.01% | 0.01% | 52 | +63,687 | 35.04% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 242,633 | 17,649 | 0.02% | 0.02% | 53 | +26,446 | 12.23% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 242,134 | 17,612 | 0.09% | 0.07% | 54 | +34,693 | 16.72% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 230,467 | 16,764 | 0.01% | 0.01% | 55 | +213,507 | 1258.89% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 225,619 | 16,411 | 0.2% | 0.16% | 56 | +18,288 | 8.82% | Q1 2026 | May 11, 2026 |
| VICUS CAPITAL | History | Reduced | 214,845 | 15,627 | 1.15% | 0.99% | 57 | -4,695 | -2.14% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | Added to | 213,351 | 15,519 | 0.02% | 0.01% | 58 | +5,434 | 2.61% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 211,481 | 15,384 | 0.0% | 0.0% | 59 | +39,747 | 23.14% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 210,867 | 15,338 | 0.04% | 0.03% | 60 | -22,189 | -9.52% | Q1 2026 | Apr 22, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 208,710 | 15,181 | 0.02% | 0.02% | 61 | +24,510 | 13.31% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 202,486 | 14,728 | 0.02% | 0.01% | 62 | +25,791 | 14.6% | Q1 2026 | May 14, 2026 |
| Violich Capital Management, Inc. | History | Added to | 186,929 | 13,597 | 1.59% | 1.26% | 63 | +603 | 0.32% | Q1 2026 | Apr 08, 2026 |
| Waverly Advisors, LLC | History | Reduced | 185,288 | 13,477 | 0.1% | 0.09% | 64 | -2,087 | -1.11% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 179,803 | 13,078 | 0.01% | 0.01% | 65 | -1,249 | -0.69% | Q1 2026 | May 05, 2026 |
| Twin Tree Management, LP | History | Added to | 176,357 | 12,828 | 0.27% | 0.08% | 66 | +24,357 | 16.02% | Q1 2026 | May 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 174,695 | 12,707 | 0.03% | 0.02% | 67 | +43,854 | 33.52% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 173,204 | 12,599 | 0.01% | 0.01% | 68 | +9,861 | 6.04% | Q1 2026 | May 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 171,764 | 12,494 | 0.13% | 0.09% | 69 | +37,431 | 27.86% | Q1 2026 | Apr 27, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 169,800 | 12,351 | 0.27% | 0.21% | 70 | +5,870 | 3.58% | Q1 2026 | Apr 30, 2026 |
| Optiver Holding B.V. | History | New | 168,401 | 12,249 | 0.0% | — | 71 | +168,401 | New | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 160,419 | 11,668 | 0.1% | 0.04% | 72 | +85,973 | 115.48% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Reduced | 158,714 | 11,520 | 0.02% | 0.02% | 73 | -5,548 | -3.38% | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 152,571 | 11,098 | 0.16% | 0.14% | 74 | -6,201 | -3.91% | Q1 2026 | May 11, 2026 |
| Moran Wealth Management, LLC | History | Added to | 151,956 | 11,053 | 0.34% | 0.26% | 75 | +13,499 | 9.75% | Q1 2026 | Apr 27, 2026 |
| Bank of New York Mellon Corp | History | Added to | 150,401 | 10,940 | 0.0% | 0.0% | 76 | +10,340 | 7.38% | Q1 2026 | May 05, 2026 |
| Hikari Power Ltd | History | No change | 147,400 | 10,722 | 0.93% | 0.7% | 77 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Fusion Capital, LLC | History | Added to | 129,508 | 9,420 | 2.54% | 2.17% | 78 | +1,782 | 1.4% | Q1 2026 | May 13, 2026 |
| Addenda Capital Inc. | History | No change | 129,200 | 9,398 | 0.26% | 0.23% | 79 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Brooklyn Investment Group | History | Added to | 127,821 | 9,297 | 0.29% | 0.25% | 80 | +38,317 | 42.81% | Q1 2026 | Apr 29, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 127,773 | 9,294 | 1.46% | 1.18% | 81 | +2,348 | 1.87% | Q1 2026 | May 07, 2026 |
| Oxbow Advisors, LLC | History | Added to | 127,211 | 9,253 | 0.79% | 0.64% | 82 | +7,237 | 6.03% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Reduced | 126,096 | 9,157 | 0.01% | 0.01% | 83 | -17,123 | -11.96% | Q1 2026 | May 13, 2026 |
| Greenline Partners, LLC | History | Added to | 124,833 | 9,080 | 0.98% | 0.85% | 84 | +1,545 | 1.25% | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 123,779 | 9,003 | 0.13% | 0.1% | 85 | -2,917 | -2.3% | Q1 2026 | Apr 30, 2026 |
| NewEdge Wealth, LLC | History | Added to | 123,640 | 8,993 | 0.11% | 0.07% | 86 | +26,558 | 27.36% | Q1 2026 | May 13, 2026 |
| EARNEST PARTNERS LLC | History | Added to | 122,941 | 8,942 | 0.04% | 0.03% | 87 | +25,485 | 26.15% | Q1 2026 | May 15, 2026 |
| Guardian Partners Inc. | History | Added to | 122,177 | 8,907 | 0.74% | 0.61% | 88 | +16,224 | 15.31% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 122,020 | 8,875 | 0.01% | 0.0% | 89 | +77,673 | 175.15% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Reduced | 121,378 | 8,829 | 0.04% | 0.05% | 90 | -148,063 | -54.95% | Q1 2026 | May 13, 2026 |
| Hikari Tsushin, Inc. | History | No change | 119,021 | 8,657 | 0.6% | 0.47% | 91 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 118,036 | 8,585 | 1.41% | 1.17% | 92 | -321 | -0.27% | Q1 2026 | May 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 117,600 | 8,554 | 0.02% | 0.06% | 93 | -419,299 | -78.1% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 117,423 | 8,541 | 0.01% | 0.01% | 94 | +5,919 | 5.31% | Q1 2026 | May 15, 2026 |
| Holowesko Partners Ltd. | History | No change | 116,800 | 8,496 | 2.38% | 2.45% | 95 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 116,660 | 8,485 | 0.41% | 0.31% | 96 | +3,516 | 3.11% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 114,944 | 8,361 | 0.01% | 0.01% | 97 | +7,605 | 7.09% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 113,707 | 8,271 | 0.01% | 0.0% | 98 | +30,294 | 36.32% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 106,722 | 7,762 | 0.08% | 0.07% | 99 | -6,071 | -5.38% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 105,621 | 7,681 | 0.01% | 0.01% | 100 | -5,958 | -5.34% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 103,830 | 7,552 | 0.0% | 0.02% | 101 | -423,088 | -80.29% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 103,740 | 7,546 | 0.02% | — | 102 | +103,740 | New | Q1 2026 | May 14, 2026 |
| Kessler Investment Group, LLC | History | New | 100,963 | 7,344 | 3.48% | — | 103 | +100,963 | New | Q1 2026 | Apr 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 99,890 | 7,268 | 0.01% | 0.01% | 104 | -10,975 | -9.9% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 98,988 | 7,200 | 0.02% | 0.03% | 105 | -99,156 | -50.04% | Q1 2026 | May 11, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 96,975 | 7,053 | 0.0% | 0.0% | 106 | +5,797 | 6.36% | Q1 2026 | Apr 30, 2026 |
| Amova Asset Management Americas, Inc. | History | Added to | 96,975 | 7,053 | 0.1% | 0.06% | 107 | +5,797 | 6.36% | Q1 2026 | May 07, 2026 |
| HOURGLASS CAPITAL, LLC | History | Added to | 96,140 | 6,993 | 1.46% | 1.23% | 108 | +1,434 | 1.51% | Q1 2026 | May 04, 2026 |
| Callan Family Office, LLC | History | Added to | 95,126 | 6,919 | 0.16% | 0.11% | 109 | +8,797 | 10.19% | Q1 2026 | May 13, 2026 |
| Shelter Mutual Insurance Co | History | No change | 94,680 | 6,887 | 1.53% | 1.27% | 110 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PKO Investment Management Joint-Stock Co | History | Added to | 94,008 | 6,838 | 0.58% | 0.37% | 111 | +17,800 | 23.36% | Q1 2026 | Apr 17, 2026 |
| Amundi | History | Added to | 93,081 | 6,770 | 0.0% | 0.0% | 112 | +1,151 | 1.25% | Q1 2026 | May 15, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 89,252 | 6,492 | 0.07% | 0.05% | 113 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Palogic Value Management, L.P. | History | Added to | 86,072 | 6,260 | 2.64% | 2.17% | 114 | +33 | 0.04% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 85,548 | 6,223 | 0.09% | 0.06% | 115 | +16,676 | 24.21% | Q1 2026 | May 01, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 81,583 | 5,934 | 0.72% | 0.59% | 116 | +488 | 0.6% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 75,594 | 5,498 | 0.01% | 0.01% | 117 | -12,149 | -13.85% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 74,836 | 5,443 | 0.0% | 0.0% | 118 | +2,734 | 3.79% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 74,607 | 5,426 | 0.02% | 0.02% | 119 | +11,579 | 18.37% | Q1 2026 | Apr 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 74,278 | 5,402 | 0.16% | 0.12% | 120 | +7,970 | 12.02% | Q1 2026 | May 13, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | History | Added to | 72,689 | 5,287 | 0.34% | 0.27% | 121 | +150 | 0.21% | Q1 2026 | Apr 29, 2026 |
| Myriad Asset Management Advisors LLC | History | New | 72,587 | 5,280 | 1.56% | — | 122 | +72,587 | New | Q1 2026 | Apr 30, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 72,230 | 5,253 | 0.0% | 0.0% | 123 | -11,216 | -13.44% | Q1 2026 | May 13, 2026 |
| ABBINGTON INVESTMENT GROUP | History | Added to | 71,096 | 5,171 | 3.01% | 2.86% | 124 | +1,808 | 2.61% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 67,116 | 4,882 | 0.01% | 0.01% | 125 | +3,479 | 5.47% | Q1 2026 | Apr 30, 2026 |
| Strong Tower Advisory Services | History | Reduced | 66,921 | 4,867 | 0.92% | 0.74% | 126 | -1,192 | -1.75% | Q1 2026 | Apr 16, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 65,595 | 4,771 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Graham Capital Management, L.P. | History | Added to | 64,878 | 4,719 | 0.11% | 0.06% | 128 | +25,633 | 65.32% | Q1 2026 | May 15, 2026 |
| Cohen Investment Advisors LLC | History | Reduced | 64,768 | 4,711 | 2.24% | 1.8% | 129 | -81 | -0.12% | Q1 2026 | Apr 28, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | New | 64,173 | 4,667 | 0.17% | — | 130 | +64,173 | New | Q1 2026 | May 15, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Reduced | 63,898 | 4,647 | 0.38% | 0.3% | 131 | -482 | -0.75% | Q1 2026 | Apr 16, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Added to | 63,580 | 4,624 | 1.04% | 0.64% | 132 | +10,551 | 19.9% | Q1 2026 | Apr 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 64,468 | 4,574 | 0.04% | — | 133 | +64,468 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 60,555 | 4,533 | 0.02% | 0.02% | 134 | +12,889 | 27.04% | Q1 2026 | May 15, 2026 |
| Canal Insurance CO | History | No change | 60,000 | 4,364 | 0.94% | 0.88% | 135 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ICON ADVISERS INC/CO | History | Added to | 59,000 | 4,291 | 0.99% | 0.52% | 136 | +19,000 | 47.5% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 56,586 | 4,116 | 0.0% | 0.0% | 137 | +24,430 | 75.97% | Q1 2026 | May 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 56,115 | 4,081 | 0.02% | 0.01% | 138 | +3,706 | 7.07% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 55,775 | 4,057 | 0.02% | 0.01% | 139 | +5,575 | 11.11% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 55,348 | 4,053 | 0.01% | 0.01% | 140 | -27,027 | -32.81% | Q1 2026 | Apr 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 55,363 | 4,027 | 0.0% | 0.0% | 141 | +11,471 | 26.13% | Q1 2026 | May 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 55,286 | 4,021 | 0.09% | 0.05% | 142 | +18,702 | 51.12% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 56,509 | 3,928 | 0.0% | 0.0% | 143 | +17,526 | 44.96% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 53,010 | 3,855 | 0.02% | 0.02% | 144 | +3,619 | 7.33% | Q1 2026 | Apr 30, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 52,201 | 3,797 | 0.08% | 0.06% | 145 | +957 | 1.87% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 51,327 | 3,775 | 0.04% | 0.03% | 146 | +8,189 | 18.98% | Q1 2026 | Apr 07, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 51,721 | 3,762 | 0.07% | 0.04% | 147 | +10,958 | 26.88% | Q1 2026 | Apr 20, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 50,919 | 3,704 | 0.13% | 0.11% | 148 | -300 | -0.59% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 50,164 | 3,648 | 0.0% | 0.0% | 149 | +12,517 | 33.25% | Q1 2026 | May 07, 2026 |
| Pathstone Holdings, LLC | History | Added to | 49,818 | 3,623 | 0.01% | 0.01% | 150 | +5,083 | 11.36% | Q1 2026 | May 11, 2026 |
| K.J. Harrison & Partners Inc | History | Reduced | 49,005 | 3,564 | 0.59% | 0.4% | 151 | -1,000 | -2.0% | Q1 2026 | Apr 28, 2026 |
| Naviter Wealth, LLC | History | Added to | 48,872 | 3,554 | 0.44% | 0.37% | 152 | +1,721 | 3.65% | Q1 2026 | Apr 10, 2026 |
| Integras Partners LLC | History | Reduced | 48,669 | 3,540 | 2.33% | 2.79% | 153 | -8,463 | -14.81% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 48,429 | 3,522 | 0.02% | 0.01% | 154 | +30,678 | 172.82% | Q1 2026 | Apr 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 48,256 | 3,510 | 0.04% | 0.04% | 155 | -654 | -1.34% | Q1 2026 | May 15, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 46,324 | 3,369 | 1.23% | 1.04% | 156 | +2,766 | 6.35% | Q1 2026 | Apr 14, 2026 |
| Simmons Bank | History | Added to | 45,138 | 3,283 | 0.22% | 0.18% | 157 | +1,321 | 3.01% | Q1 2026 | Apr 23, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Reduced | 44,669 | 3,249 | 0.89% | 0.76% | 158 | -205 | -0.46% | Q1 2026 | May 01, 2026 |
| HARDING LOEVNER LP | History | Reduced | 44,656 | 3,248 | 0.03% | 0.04% | 159 | -25,430 | -36.28% | Q1 2026 | May 15, 2026 |
| SYON CAPITAL LLC | History | Added to | 44,030 | 3,202 | 0.16% | 0.13% | 160 | +906 | 2.1% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Reduced | 43,263 | 3,146 | 0.05% | 0.08% | 161 | -9,713 | -18.33% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 42,882 | 3,119 | 0.05% | 0.04% | 162 | +1,814 | 4.42% | Q1 2026 | Apr 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 42,491 | 3,090 | 0.0% | 0.0% | 163 | +34,857 | 456.6% | Q1 2026 | May 13, 2026 |
| Euro Pacific Asset Management, LLC | History | Added to | 58,819 | 2,956 | 0.29% | 0.32% | 164 | +476 | 0.82% | Q1 2026 | May 06, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | New | 40,484 | 2,944 | 0.54% | — | 165 | +40,484 | New | Q1 2026 | May 11, 2026 |
| Caprock Group, LLC | History | Added to | 40,227 | 2,926 | 0.07% | 0.05% | 166 | +921 | 2.34% | Q1 2026 | May 11, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 39,347 | 2,862 | 1.26% | 1.22% | 167 | -4,899 | -11.07% | Q1 2026 | May 11, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | New | 38,891 | 2,828 | 0.16% | — | 168 | +38,891 | New | Q1 2026 | Apr 13, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 37,264 | 2,710 | 0.18% | 0.14% | 169 | +116 | 0.31% | Q1 2026 | Apr 29, 2026 |
| Compound Planning, Inc. | History | Added to | 37,239 | 2,708 | 0.08% | 0.06% | 170 | +5,746 | 18.25% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | Added to | 37,198 | 2,705 | 0.13% | 0.08% | 171 | +6,837 | 22.52% | Q1 2026 | May 05, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 37,200 | 2,705 | 0.1% | 0.08% | 172 | -260 | -0.69% | Q1 2026 | May 06, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | New | 37,078 | 2,697 | 0.28% | — | 173 | +37,078 | New | Q1 2026 | Apr 30, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 36,069 | 2,623 | 0.07% | 0.06% | 174 | -560 | -1.53% | Q1 2026 | May 01, 2026 |
| Callahan Advisors, LLC | History | Reduced | 35,675 | 2,594 | 0.22% | 0.18% | 175 | -493 | -1.36% | Q1 2026 | May 12, 2026 |
| CIBC Asset Management Inc | History | Added to | 35,504 | 2,582 | 0.01% | 0.0% | 176 | +5,389 | 17.89% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 33,916 | 2,531 | 0.0% | 0.0% | 177 | +7,058 | 26.28% | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 34,700 | 2,524 | 0.01% | 0.02% | 178 | -97,524 | -73.76% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 34,655 | 2,520 | 0.61% | 0.38% | 179 | +8,716 | 33.6% | Q1 2026 | Apr 08, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 34,055 | 2,477 | 0.04% | 0.03% | 180 | +1,353 | 4.14% | Q1 2026 | May 15, 2026 |
| St. Louis Trust Co | History | No change | 33,687 | 2,450 | 0.29% | 0.23% | 181 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 33,599 | 2,444 | 0.0% | 0.0% | 182 | +1,018 | 3.12% | Q1 2026 | May 14, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 33,577 | 2,442 | 0.39% | 0.27% | 183 | +4,282 | 14.62% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 32,120 | 2,361 | 0.01% | 0.01% | 184 | +2,402 | 8.08% | Q1 2026 | May 12, 2026 |
| MidFirst Bank | History | Reduced | 32,117 | 2,336 | 0.19% | 0.16% | 185 | -979 | -2.96% | Q1 2026 | May 15, 2026 |
| Orca Investment Management, LLC | History | New | 31,690 | 2,305 | 1.96% | — | 186 | +31,690 | New | Q1 2026 | Apr 23, 2026 |
| Massar Capital Management, LP | History | New | 31,584 | 2,297 | 0.25% | — | 187 | +31,584 | New | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 31,262 | 2,274 | 0.0% | 0.01% | 188 | -111,803 | -78.15% | Q1 2026 | Apr 16, 2026 |
| Vise Technologies, Inc. | History | No change | 37,241 | 2,248 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 30,571 | 2,223 | 0.01% | 0.0% | 190 | +3,638 | 13.51% | Q1 2026 | May 04, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 30,326 | 2,205 | 0.03% | 0.02% | 191 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 29,907 | 2,175 | 0.12% | 0.07% | 193 | +9,483 | 46.43% | Q1 2026 | Apr 21, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 29,904 | 2,175 | 0.01% | 0.01% | 192 | -924 | -3.0% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 29,766 | 2,165 | 0.02% | 0.01% | 194 | +4,857 | 19.5% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | New | 29,403 | 2,138 | 0.06% | — | 195 | +29,403 | New | Q1 2026 | May 12, 2026 |
| DGS Capital Management, LLC | History | Added to | 29,155 | 2,120 | 0.35% | 0.24% | 196 | +5,794 | 24.8% | Q1 2026 | Apr 28, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Reduced | 28,789 | 2,094 | 0.16% | 0.13% | 197 | -145 | -0.5% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | New | 28,605 | 2,080 | 0.03% | — | 198 | +28,605 | New | Q1 2026 | Apr 23, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 28,202 | 2,051 | 0.09% | 0.08% | 199 | -1,977 | -6.55% | Q1 2026 | May 08, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 27,400 | 1,993 | 0.03% | 0.02% | 200 | +2,215 | 8.79% | Q1 2026 | May 12, 2026 |
| Recurrent Investment Advisors LLC | History | Added to | 27,271 | 1,983 | 0.12% | 0.12% | 201 | +1,200 | 4.6% | Q1 2026 | May 15, 2026 |
| Castellan Group | History | No change | 27,083 | 1,970 | 0.27% | 0.21% | 202 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 26,626 | 1,936 | 0.05% | 0.04% | 203 | +1,998 | 8.11% | Q1 2026 | Apr 27, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 26,111 | 1,899 | 0.22% | 0.18% | 204 | +124 | 0.48% | Q1 2026 | May 01, 2026 |
| Royal Fund Management, LLC | History | Reduced | 26,065 | 1,895 | 0.18% | 0.15% | 205 | -1,432 | -5.21% | Q1 2026 | May 19, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 25,811 | 1,879 | 0.0% | 0.0% | 206 | +6,674 | 34.87% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 25,574 | 1,860 | 0.01% | 0.01% | 207 | +2,289 | 9.83% | Q1 2026 | Apr 07, 2026 |
| Summit Trail Advisors, LLC | History | New | 25,425 | 1,849 | 0.03% | — | 208 | +25,425 | New | Q1 2026 | May 12, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Added to | 22,680 | 1,727 | 0.8% | 0.15% | 209 | +17,580 | 344.71% | Q1 2026 | Apr 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 23,623 | 1,718 | 0.01% | 0.0% | 210 | +6,208 | 35.65% | Q1 2026 | Apr 24, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | New | 23,436 | 1,704 | 0.13% | — | 211 | +23,436 | New | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Added to | 22,928 | 1,667 | 0.02% | 0.02% | 212 | +2,363 | 11.49% | Q1 2026 | May 12, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 22,046 | 1,603 | 0.26% | 0.23% | 213 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 21,909 | 1,593 | 0.16% | 0.11% | 214 | +4,314 | 24.52% | Q1 2026 | May 06, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 21,795 | 1,585 | 0.03% | 0.03% | 215 | -20 | -0.09% | Q1 2026 | May 18, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 21,055 | 1,531 | 0.02% | — | 216 | +21,055 | New | Q1 2026 | May 15, 2026 |
| GREENLEAF TRUST | History | Added to | 20,710 | 1,506 | 0.01% | 0.01% | 217 | +263 | 1.29% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 20,439 | 1,486 | 0.0% | 0.0% | 218 | +2,038 | 11.08% | Q1 2026 | May 14, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 20,113 | 1,463 | 0.08% | 0.06% | 219 | -50 | -0.25% | Q1 2026 | Apr 13, 2026 |
| Connective Portfolio Management, LLC | History | New | 20,000 | 1,454 | 3.94% | — | 221 | +20,000 | New | Q1 2026 | Apr 16, 2026 |
| VPR Management LLC | History | No change | 20,000 | 1,454 | 0.58% | 0.54% | 220 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 19,985 | 1,453 | 0.0% | 0.0% | 222 | -1,194 | -5.64% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 19,741 | 1,435 | 0.02% | 0.01% | 223 | -46 | -0.23% | Q1 2026 | Apr 28, 2026 |
| SIG BROKERAGE, LP | History | Reduced | 19,700 | 1,432 | 0.04% | 0.07% | 224 | -16,000 | -44.82% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | Added to | 19,009 | 1,382 | 0.16% | 0.13% | 225 | +492 | 2.66% | Q1 2026 | Apr 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 18,253 | 1,327 | 0.01% | 0.01% | 226 | +6,105 | 50.26% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 18,233 | 1,326 | 0.01% | 0.01% | 227 | +3,202 | 21.3% | Q1 2026 | May 04, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 18,100 | 1,316 | 0.0% | 0.0% | 228 | -15,100 | -45.48% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 17,918 | 1,303 | 0.01% | 0.01% | 229 | +2,815 | 18.64% | Q1 2026 | May 15, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Added to | 17,741 | 1,290 | 0.4% | 0.31% | 230 | +1,355 | 8.27% | Q1 2026 | Apr 14, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 15,885 | 1,279 | 0.24% | 0.2% | 231 | +320 | 2.06% | Q1 2026 | Apr 29, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 17,527 | 1,274 | 0.54% | 0.44% | 232 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DF DENT & CO INC | History | New | 17,511 | 1,273 | 0.02% | — | 233 | +17,511 | New | Q1 2026 | May 15, 2026 |
| Cadence Wealth Management LLC | History | Added to | 17,389 | 1,264 | 0.53% | 0.47% | 234 | +1,225 | 7.58% | Q1 2026 | May 12, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 17,333 | 1,260 | 0.12% | 0.11% | 235 | -1,095 | -5.94% | Q1 2026 | Apr 09, 2026 |
| BROWN ADVISORY INC | History | Reduced | 17,293 | 1,257 | 0.0% | 0.0% | 236 | -202 | -1.15% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 17,152 | 1,247 | 0.0% | 0.0% | 237 | -2,398 | -12.27% | Q1 2026 | May 12, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 17,104 | 1,244 | 0.05% | 0.03% | 238 | +903 | 5.57% | Q1 2026 | Apr 24, 2026 |
| Abel Hall, LLC | History | Added to | 17,037 | 1,239 | 0.26% | 0.21% | 239 | +1,816 | 11.93% | Q1 2026 | Apr 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 16,862 | 1,226 | 0.02% | 0.01% | 240 | -465 | -2.68% | Q1 2026 | Apr 20, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 16,631 | 1,209 | 0.06% | 0.05% | 241 | +524 | 3.25% | Q1 2026 | May 04, 2026 |
| Versant Capital Management, Inc | History | Added to | 16,463 | 1,197 | 0.12% | 0.11% | 243 | +2,520 | 18.07% | Q1 2026 | Apr 06, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 16,465 | 1,197 | 0.01% | 0.01% | 242 | +897 | 5.76% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 16,282 | 1,184 | 0.02% | 0.01% | 244 | +4,243 | 35.24% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 17,047 | 1,176 | 0.04% | 0.03% | 246 | +2,036 | 13.56% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 16,174 | 1,176 | 0.02% | 0.02% | 245 | +66 | 0.41% | Q1 2026 | Apr 14, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | History | No change | 16,150 | 1,174 | 0.4% | 0.35% | 247 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 16,050 | 1,167 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 15,962 | 1,161 | 0.01% | 0.01% | 249 | -284 | -1.75% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 15,953 | 1,160 | 0.02% | 0.02% | 250 | +1,164 | 7.87% | Q1 2026 | May 07, 2026 |
| Independent Advisor Alliance | History | Reduced | 15,699 | 1,141 | 0.01% | 0.03% | 251 | -1,756 | -10.06% | Q1 2026 | May 12, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | Added to | 15,633 | 1,137 | 0.82% | 0.74% | 252 | +993 | 6.78% | Q1 2026 | May 07, 2026 |
| Persium Advisors, LLC | History | Added to | 15,489 | 1,126 | 0.89% | 0.67% | 253 | +196 | 1.28% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 15,470 | 1,125 | 0.0% | 0.0% | 254 | +289 | 1.9% | Q1 2026 | Apr 27, 2026 |
| SPROTT INC. | History | Added to | 15,407 | 1,120 | 0.03% | 0.03% | 255 | +886 | 6.1% | Q1 2026 | May 08, 2026 |
| Jump Financial, LLC | History | New | 15,295 | 1,112 | 0.01% | — | 256 | +15,295 | New | Q1 2026 | May 14, 2026 |
| Gleason Group, Inc. | History | Added to | 15,056 | 1,095 | 0.11% | 0.09% | 257 | +309 | 2.1% | Q1 2026 | May 04, 2026 |
| MQS Management LLC | History | Reduced | 14,771 | 1,074 | 0.73% | 0.94% | 258 | -11,541 | -43.86% | Q1 2026 | Apr 23, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 14,682 | 1,067 | 0.21% | 0.17% | 259 | -235 | -1.58% | Q1 2026 | May 12, 2026 |
| Beck Bode, LLC | History | New | 14,660 | 1,066 | 0.18% | — | 261 | +14,660 | New | Q1 2026 | May 07, 2026 |
| Qtron Investments LLC | History | Added to | 14,667 | 1,066 | 0.14% | 0.11% | 260 | +10 | 0.07% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 14,608 | 1,062 | 0.01% | 0.01% | 262 | -799 | -5.19% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 14,578 | 1,060 | 0.01% | 0.01% | 263 | +1,468 | 11.2% | Q1 2026 | May 14, 2026 |
| FAIRFIELD, BUSH & CO. | History | Reduced | 14,514 | 1,055 | 0.59% | 0.47% | 264 | -373 | -2.51% | Q1 2026 | May 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 14,465 | 1,052 | 0.02% | 0.01% | 265 | +1,975 | 15.81% | Q1 2026 | May 04, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 14,300 | 1,040 | 0.05% | 0.04% | 266 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 14,262 | 1,037 | 0.01% | 0.01% | 267 | +6,834 | 92.0% | Q1 2026 | May 15, 2026 |
| Rossmore Private Capital | History | Reduced | 14,230 | 1,035 | 0.09% | 0.08% | 268 | -465 | -3.16% | Q1 2026 | May 01, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 14,207 | 1,033 | 0.0% | 0.01% | 269 | -468,443 | -97.06% | Q1 2026 | May 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 13,375 | 1,032 | 0.06% | 0.05% | 270 | +419 | 3.23% | Q1 2026 | Apr 17, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 14,199 | 1,032 | 0.01% | 0.01% | 271 | -215 | -1.49% | Q1 2026 | May 14, 2026 |
| Argent Trust Co | History | No change | 14,177 | 1,031 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 14,116 | 1,026 | 0.24% | 0.2% | 273 | -135 | -0.95% | Q1 2026 | May 06, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 14,090 | 1,024 | 0.06% | 0.05% | 274 | +2,409 | 20.62% | Q1 2026 | Apr 28, 2026 |
| Ethic Inc. | History | Added to | 13,870 | 1,008 | 0.02% | 0.01% | 275 | +1,956 | 16.42% | Q1 2026 | Apr 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 13,764 | 1,001 | 0.01% | 0.01% | 276 | +489 | 3.68% | Q1 2026 | Apr 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 13,713 | 997 | 0.01% | 0.01% | 277 | +1,466 | 11.97% | Q1 2026 | May 12, 2026 |
| WealthTrust Axiom LLC | History | No change | 13,678 | 994 | 0.24% | 0.21% | 278 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 68,038 | 971 | 0.04% | 0.02% | 279 | -36,986 | -35.22% | Q1 2026 | May 15, 2026 |
| Marshall Financial Group, LLC | History | Added to | 13,231 | 962 | 0.15% | 0.15% | 280 | +11 | 0.08% | Q1 2026 | Apr 10, 2026 |
| Banco BTG Pactual S.A. | History | New | 13,200 | 960 | 0.08% | — | 281 | +13,200 | New | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 13,180 | 958 | 0.01% | 0.01% | 282 | +492 | 3.88% | Q1 2026 | May 11, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | Added to | 13,124 | 954 | 0.2% | 0.07% | 283 | +7,485 | 132.74% | Q1 2026 | Apr 13, 2026 |
| BAILARD, INC. | History | Added to | 13,110 | 953 | 0.02% | 0.02% | 284 | +715 | 5.77% | Q1 2026 | May 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 13,043 | 948 | 0.02% | 0.44% | 285 | -312,373 | -95.99% | Q1 2026 | Apr 27, 2026 |
| Hartford Funds Management Co LLC | History | Added to | 13,003 | 945 | 0.08% | 0.06% | 286 | +273 | 2.14% | Q1 2026 | May 04, 2026 |
| Manske Wealth Management | History | Reduced | 12,943 | 941 | 0.26% | 0.24% | 287 | -441 | -3.29% | Q1 2026 | Apr 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 12,800 | 931 | 0.02% | 0.02% | 288 | -2,205 | -14.7% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Added to | 12,746 | 927 | 0.0% | 0.0% | 289 | +6,167 | 93.74% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 12,739 | 926 | 0.01% | 0.01% | 290 | -1,446 | -10.19% | Q1 2026 | May 13, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Added to | 12,680 | 922 | 0.17% | 0.13% | 291 | +1,600 | 14.44% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Reduced | 12,638 | 919 | 0.0% | 0.01% | 292 | -5,312 | -29.59% | Q1 2026 | Apr 24, 2026 |
| Burford Brothers, Inc. | History | Added to | 12,628 | 918 | 0.38% | 0.3% | 293 | +551 | 4.56% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 12,467 | 906 | 0.02% | — | 294 | +12,467 | New | Q1 2026 | May 15, 2026 |
| Myriad Asset Management US LP | History | New | 12,243 | 891 | 1.34% | — | 295 | +12,243 | New | Q1 2026 | Apr 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 12,130 | 882 | 0.0% | 0.0% | 296 | +4,267 | 54.27% | Q1 2026 | May 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 12,087 | 879 | 0.05% | 0.04% | 297 | -762 | -5.93% | Q1 2026 | May 14, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Reduced | 12,091 | 879 | 0.18% | 0.14% | 298 | -284 | -2.29% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 12,065 | 877 | 0.01% | — | 299 | +12,065 | New | Q1 2026 | May 15, 2026 |
| SATURNA CAPITAL CORP | History | No change | 12,025 | 874 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 12,006 | 873 | 0.02% | 0.02% | 301 | +454 | 3.93% | Q1 2026 | Apr 29, 2026 |
| ALBERT D MASON INC | History | Reduced | 11,942 | 868 | 0.56% | 0.48% | 302 | -130 | -1.08% | Q1 2026 | Apr 15, 2026 |
| SANDLER CAPITAL MANAGEMENT | History | Reduced | 11,810 | 859 | 0.44% | 0.92% | 303 | -34,922 | -74.73% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 11,547 | 839 | 0.02% | 0.01% | 304 | +4,322 | 59.82% | Q1 2026 | May 01, 2026 |
| CoreCommodity Management, LLC | History | Added to | 11,522 | 838 | 0.16% | 0.11% | 305 | +2,694 | 30.52% | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 11,432 | 831 | 0.16% | 0.13% | 306 | +10 | 0.09% | Q1 2026 | Apr 28, 2026 |
| Invesco Ltd. | History | Added to | 11,383 | 828 | 0.0% | 0.0% | 307 | +100 | 0.89% | Q1 2026 | May 12, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 11,184 | 813 | 0.04% | 0.02% | 308 | +3,716 | 49.76% | Q1 2026 | Apr 21, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 11,094 | 806 | 0.01% | 0.01% | 309 | +945 | 9.31% | Q1 2026 | Apr 21, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 11,013 | 801 | 0.09% | 0.07% | 310 | +643 | 6.2% | Q1 2026 | May 11, 2026 |
| Parrish Capital LLC | History | Added to | 10,960 | 797 | 0.71% | 0.57% | 311 | +513 | 4.91% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | New | 10,907 | 793 | 0.02% | — | 312 | +10,907 | New | Q1 2026 | May 04, 2026 |
| Empowered Funds, LLC | History | New | 10,864 | 790 | 0.01% | — | 313 | +10,864 | New | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Added to | 10,828 | 787 | 0.01% | 0.01% | 314 | +4,747 | 78.06% | Q1 2026 | May 13, 2026 |
| PCM Encore, LLC | History | Added to | 10,534 | 766 | 0.16% | 0.12% | 315 | +1,162 | 12.4% | Q1 2026 | May 12, 2026 |
| Inspire Advisors, LLC | History | Reduced | 10,520 | 765 | 0.06% | 0.06% | 316 | -782 | -6.92% | Q1 2026 | May 15, 2026 |
| CREDIT AGRICOLE S A | History | New | 10,465 | 761 | 0.0% | — | 317 | +10,465 | New | Q1 2026 | May 15, 2026 |
| Plan A Wealth LLC | History | Added to | 10,329 | 751 | 0.36% | 0.3% | 318 | +271 | 2.69% | Q1 2026 | May 15, 2026 |
| Gallacher Capital Management LLC | History | Added to | 10,261 | 746 | 0.29% | 0.23% | 320 | +294 | 2.95% | Q1 2026 | May 05, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 9,264 | 746 | 0.12% | 0.1% | 319 | -135 | -1.44% | Q1 2026 | Apr 23, 2026 |
| Blue Trust, Inc. | History | Reduced | 10,102 | 734 | 0.01% | 0.01% | 321 | -1,421 | -12.33% | Q1 2026 | Apr 20, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 10,071 | 732 | 0.17% | 0.14% | 322 | +38 | 0.38% | Q1 2026 | Apr 29, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 10,000 | 727 | 0.52% | 0.41% | 323 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Norway Savings Bank | History | Reduced | 9,937 | 722 | 0.34% | 0.29% | 325 | -495 | -4.75% | Q1 2026 | Apr 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 9,938 | 722 | 0.01% | 0.01% | 324 | -224 | -2.2% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | No change | 9,884 | 718 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| True Vision MN LLC | History | New | 9,811 | 713 | 0.37% | — | 327 | +9,811 | New | Q1 2026 | Apr 16, 2026 |
| Ridgewood Investments LLC | History | New | 9,780 | 711 | 0.29% | — | 328 | +9,780 | New | Q1 2026 | Apr 03, 2026 |
| Range Financial Group LLC | History | Added to | 9,757 | 709 | 0.24% | 0.2% | 329 | +47 | 0.48% | Q1 2026 | Apr 30, 2026 |
| JMN Financial LLC | History | Added to | 9,664 | 702 | 0.69% | 0.5% | 330 | +1,409 | 17.07% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 9,645 | 701 | 0.0% | 0.0% | 332 | +6,987 | 262.87% | Q1 2026 | May 06, 2026 |
| American Trust Investment Advisors, LLC | History | Added to | 9,642 | 701 | 0.39% | 0.2% | 331 | +3,570 | 58.79% | Q1 2026 | May 15, 2026 |
| Voleon Capital Management LP | History | New | 9,597 | 698 | 0.02% | — | 333 | +9,597 | New | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 11,512 | 694 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PDS Planning, Inc | History | Reduced | 9,277 | 674 | 0.04% | 0.04% | 335 | -204 | -2.15% | Q1 2026 | Apr 21, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | New | 9,420 | 670 | 0.0% | — | 336 | +9,420 | New | Q1 2026 | May 14, 2026 |
| AXQ CAPITAL, LP | History | New | 9,179 | 667 | 0.09% | — | 337 | +9,179 | New | Q1 2026 | May 13, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Reduced | 9,168 | 666 | 0.04% | 0.03% | 338 | -155 | -1.66% | Q1 2026 | May 13, 2026 |
| Pinnacle West Asset Management, Inc. | History | Reduced | 9,100 | 662 | 0.45% | 0.37% | 339 | -275 | -2.93% | Q1 2026 | May 14, 2026 |
| Fractal Investments LLC | History | No change | 9,000 | 654 | 0.08% | 0.08% | 340 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 8,983 | 653 | 0.21% | 0.14% | 341 | +181 | 2.06% | Q1 2026 | Apr 15, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 8,972 | 652 | 0.04% | 0.03% | 342 | +1,506 | 20.17% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 8,912 | 648 | 0.0% | 0.0% | 343 | -315 | -3.41% | Q1 2026 | May 13, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 8,886 | 646 | 0.59% | 0.46% | 344 | +343 | 4.01% | Q1 2026 | May 08, 2026 |
| Bollard Group LLC | History | Added to | 8,676 | 631 | 0.02% | 0.01% | 345 | +352 | 4.23% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 8,591 | 624 | 0.01% | 0.0% | 347 | +2,431 | 39.46% | Q1 2026 | May 08, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 8,586 | 624 | 0.0% | 0.0% | 346 | +457 | 5.62% | Q1 2026 | May 14, 2026 |
| Marex Group plc | History | Reduced | 8,558 | 622 | 0.0% | 0.0% | 348 | -1,417 | -14.21% | Q1 2026 | May 13, 2026 |
| XML Financial, LLC | History | Reduced | 8,540 | 621 | 0.05% | 0.04% | 349 | -160 | -1.84% | Q1 2026 | Apr 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 8,421 | 612 | 0.0% | 0.0% | 350 | +2,943 | 53.72% | Q1 2026 | May 08, 2026 |
| Uncommon Cents Investing LLC | History | Added to | 8,415 | 612 | 0.14% | 0.11% | 351 | +950 | 12.73% | Q1 2026 | Apr 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 7,582 | 610 | 0.01% | 0.01% | 352 | +117 | 1.57% | Q1 2026 | May 04, 2026 |
| May Hill Capital, LLC | History | Added to | 8,378 | 609 | 0.15% | 0.12% | 353 | +1,213 | 16.93% | Q1 2026 | May 06, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 8,363 | 608 | 0.0% | 0.01% | 354 | -44,005 | -84.03% | Q1 2026 | May 15, 2026 |
| Pacifica Partners Inc. | History | New | 8,358 | 607 | 0.2% | — | 356 | +8,358 | New | Q1 2026 | Apr 09, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 6,687 | 607 | 0.04% | 0.03% | 355 | +494 | 7.98% | Q1 2026 | May 14, 2026 |
| Legal Advantage Investments, Inc. | History | No change | 8,307 | 604 | 0.31% | 0.23% | 357 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GAMMA Investing LLC | History | Added to | 8,289 | 602 | 0.03% | 0.02% | 358 | +1,979 | 31.36% | Q1 2026 | Apr 06, 2026 |
| Larry Mathis Financial Planning, LLC | History | Reduced | 8,247 | 599 | 0.54% | 0.45% | 359 | -204 | -2.41% | Q1 2026 | Apr 21, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 8,183 | 595 | 0.02% | 0.01% | 360 | +96 | 1.19% | Q1 2026 | Apr 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 8,085 | 594 | 0.04% | 0.04% | 361 | -457 | -5.35% | Q1 2026 | May 01, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,100 | 589 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Alessandra Capital Management, LLC | History | Reduced | 8,082 | 587 | 0.5% | 0.45% | 363 | -289 | -3.45% | Q1 2026 | Apr 30, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,034 | 584 | 0.0% | 0.0% | 364 | +1,834 | 29.58% | Q1 2026 | Apr 27, 2026 |
| Providence First Trust Co | History | Added to | 8,000 | 581 | 0.2% | 0.12% | 365 | +2,344 | 41.44% | Q1 2026 | May 04, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 7,894 | 574 | 0.23% | 0.2% | 366 | -1,094 | -12.17% | Q1 2026 | Apr 07, 2026 |
| INTRUST BANK NA | History | Added to | 7,855 | 571 | 0.05% | 0.04% | 367 | +622 | 8.6% | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | Added to | 7,838 | 570 | 0.0% | 0.0% | 368 | +849 | 12.15% | Q1 2026 | May 13, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 7,820 | 568 | 0.11% | 0.13% | 369 | -2,621 | -25.1% | Q1 2026 | May 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 7,773 | 565 | 0.01% | 0.01% | 370 | +888 | 12.9% | Q1 2026 | May 08, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 9,331 | 563 | 0.03% | 0.03% | 371 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| VestGen Advisors, LLC | History | New | 6,321 | 558 | 0.01% | — | 372 | +6,321 | New | Q1 2026 | May 14, 2026 |
| Breakwater Capital Group | History | Reduced | 7,639 | 555 | 0.07% | 0.06% | 373 | -50 | -0.65% | Q1 2026 | Apr 20, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 7,612 | 553 | 0.01% | 0.01% | 374 | -140 | -1.81% | Q1 2026 | May 14, 2026 |
| Radnor Capital Management, LLC | History | No change | 7,600 | 552 | 0.08% | 0.07% | 375 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 7,499 | 545 | 0.01% | 0.01% | 376 | +2,125 | 39.54% | Q1 2026 | May 11, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 9,019 | 544 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 7,466 | 543 | 0.17% | 0.11% | 378 | +1,883 | 33.73% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Added to | 7,435 | 540 | 0.0% | 0.0% | 379 | +1,634 | 28.17% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 7,396 | 537 | 0.0% | 0.0% | 380 | -40 | -0.54% | Q1 2026 | May 15, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Added to | 7,273 | 529 | 0.11% | 0.09% | 381 | +75 | 1.04% | Q1 2026 | Apr 20, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 7,260 | 528 | 0.07% | 0.07% | 383 | -26 | -0.36% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,762 | 528 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Choate Investment Advisors | History | Added to | 7,246 | 527 | 0.01% | 0.01% | 384 | +18 | 0.25% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 7,145 | 519 | 0.01% | 0.01% | 385 | -867 | -10.82% | Q1 2026 | May 15, 2026 |
| Frec Markets, Inc. | History | Added to | 7,124 | 518 | 0.09% | 0.09% | 386 | +2,114 | 42.2% | Q1 2026 | May 13, 2026 |
| West Family Investments, Inc. | History | Reduced | 7,074 | 514 | 0.18% | 0.16% | 387 | -4,477 | -38.76% | Q1 2026 | May 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 6,961 | 506 | 0.0% | 0.0% | 389 | -1,311 | -15.85% | Q1 2026 | May 13, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 6,957 | 506 | 0.06% | 0.04% | 388 | +520 | 8.08% | Q1 2026 | Apr 15, 2026 |
| First National Bank of Hutchinson | History | New | 6,833 | 497 | 0.32% | — | 390 | +6,833 | New | Q1 2026 | May 04, 2026 |
| Trust Point Inc. | History | Added to | 6,796 | 494 | 0.04% | 0.03% | 391 | +1,523 | 28.88% | Q1 2026 | Apr 15, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 6,745 | 490 | 0.15% | 0.11% | 392 | +595 | 9.67% | Q1 2026 | May 12, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 6,733 | 489 | 0.01% | 0.01% | 393 | -4,112 | -37.92% | Q1 2026 | May 08, 2026 |
| Investment Research Partners LLC | History | Added to | 6,704 | 487 | 0.2% | 0.16% | 394 | +335 | 5.26% | Q1 2026 | Apr 29, 2026 |
| BANK OF NOVA SCOTIA | History | New | 6,690 | 486 | 0.0% | — | 395 | +6,690 | New | Q1 2026 | May 14, 2026 |
| Jain Global LLC | History | Reduced | 6,619 | 481 | 0.0% | 0.01% | 397 | -16,390 | -71.23% | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 6,613 | 481 | 0.03% | 0.02% | 396 | +2,185 | 49.35% | Q1 2026 | May 12, 2026 |
| XY Capital Ltd | History | New | 6,600 | 480 | 0.48% | — | 398 | +6,600 | New | Q1 2026 | May 12, 2026 |
| Garner Asset Management Corp | History | Added to | 6,421 | 467 | 0.18% | 0.15% | 399 | +10 | 0.16% | Q1 2026 | Apr 28, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 6,409 | 466 | 0.14% | 0.1% | 401 | +945 | 17.3% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 6,418 | 466 | 0.05% | 0.04% | 400 | -180 | -2.73% | Q1 2026 | May 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 6,675 | 460 | 0.0% | 0.0% | 402 | -10,882 | -61.98% | Q1 2026 | May 14, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 6,300 | 458 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Westover Capital Advisors, LLC | History | New | 6,242 | 454 | 0.08% | — | 404 | +6,242 | New | Q1 2026 | May 05, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 6,221 | 452 | 0.05% | 0.02% | 405 | +2,452 | 65.06% | Q1 2026 | Apr 15, 2026 |
| Passumpsic Savings Bank | History | No change | 7,458 | 450 | 0.25% | 0.25% | 406 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 6,175 | 447 | 0.0% | 0.0% | 407 | +1,058 | 20.68% | Q1 2026 | Apr 30, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 6,036 | 439 | 0.29% | 0.25% | 408 | +100 | 1.68% | Q1 2026 | Apr 23, 2026 |
| KEMPNER CAPITAL MANAGEMENT INC. | History | No change | 7,408 | 438 | 0.41% | 0.41% | 409 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 6,011 | 437 | 0.07% | 0.1% | 411 | -3,809 | -38.79% | Q1 2026 | May 13, 2026 |
| Rathbones Group PLC | History | Added to | 6,016 | 437 | 0.0% | 0.0% | 410 | +1,400 | 30.33% | Q1 2026 | May 12, 2026 |
| Hexagon Capital Partners LLC | History | New | 5,969 | 434 | 0.06% | — | 412 | +5,969 | New | Q1 2026 | May 04, 2026 |
| Wedmont Private Capital | History | Reduced | 5,603 | 431 | 0.01% | 0.02% | 413 | -2,056 | -26.84% | Q1 2026 | Apr 09, 2026 |
| Redwood Wealth Management Group, LLC | History | Added to | 5,886 | 428 | 0.18% | 0.15% | 414 | +57 | 0.98% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,874 | 427 | 0.01% | 0.0% | 415 | +1,626 | 38.28% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 5,866 | 426 | 0.01% | 0.02% | 416 | -1,665 | -22.11% | Q1 2026 | May 07, 2026 |
| Pure Financial Advisors, LLC | History | New | 5,855 | 425 | 0.01% | — | 417 | +5,855 | New | Q1 2026 | Apr 10, 2026 |
| Veracity Capital LLC | History | New | 5,840 | 424 | 0.15% | — | 418 | +5,840 | New | Q1 2026 | Apr 09, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 5,800 | 421 | 0.17% | 0.13% | 419 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sowell Financial Services LLC | History | Reduced | 5,770 | 419 | 0.02% | 0.02% | 420 | -1,091 | -15.9% | Q1 2026 | Apr 20, 2026 |
| DENALI ADVISORS LLC | History | Added to | 5,667 | 412 | 0.05% | 0.04% | 421 | +5 | 0.09% | Q1 2026 | May 08, 2026 |
| CenterStar Asset Management, LLC | History | New | 5,632 | 409 | 0.05% | — | 422 | +5,632 | New | Q1 2026 | May 01, 2026 |
| Catalyst Investment Management LLC | History | New | 5,051 | 406 | 0.45% | — | 423 | +5,051 | New | Q1 2026 | Apr 23, 2026 |
| LVW Advisors, LLC | History | New | 5,478 | 398 | 0.04% | — | 424 | +5,478 | New | Q1 2026 | Apr 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,386 | 391 | 0.01% | 0.01% | 425 | +2,033 | 60.63% | Q1 2026 | May 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 5,358 | 389 | 0.03% | 0.02% | 426 | +115 | 2.19% | Q1 2026 | Apr 20, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 5,346 | 388 | 0.0% | 0.0% | 427 | +277 | 5.46% | Q1 2026 | May 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 5,325 | 387 | 0.0% | 0.0% | 428 | -2,689 | -33.55% | Q1 2026 | May 01, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 5,324 | 387 | 0.03% | 0.02% | 429 | -204 | -3.69% | Q1 2026 | May 13, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 5,300 | 385 | 0.0% | 0.0% | 430 | +100 | 1.92% | Q1 2026 | May 07, 2026 |
| Avior Wealth Management, LLC | History | Added to | 5,230 | 380 | 0.01% | 0.01% | 431 | +499 | 10.55% | Q1 2026 | Apr 09, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 5,500 | 379 | 0.07% | 0.06% | 432 | -1,239 | -18.39% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 5,190 | 377 | 0.0% | — | 433 | +5,190 | New | Q1 2026 | Apr 20, 2026 |
| Mengis Capital Management, Inc. | History | No change | 10,921 | 376 | 0.06% | 0.06% | 434 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 5,163 | 375 | 0.15% | 0.12% | 435 | +81 | 1.59% | Q1 2026 | May 08, 2026 |
| Ascent Group, LLC | History | Added to | 5,138 | 373 | 0.01% | 0.01% | 436 | +513 | 11.09% | Q1 2026 | May 15, 2026 |
| Traveka Wealth, LLC | History | Added to | 5,078 | 369 | 0.14% | 0.12% | 437 | +201 | 4.12% | Q1 2026 | Apr 22, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 5,059 | 367 | 0.01% | 0.01% | 438 | -33 | -0.65% | Q1 2026 | Apr 21, 2026 |
| Successful Portfolios LLC | History | Reduced | 5,146 | 366 | 0.2% | 0.19% | 439 | -976 | -15.94% | Q1 2026 | Apr 13, 2026 |
| Cromwell Holdings LLC | History | No change | 5,015 | 364 | 0.2% | 0.16% | 440 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Trek Financial, LLC | History | Added to | 4,991 | 363 | 0.02% | 0.01% | 443 | +779 | 18.49% | Q1 2026 | May 13, 2026 |
| VIKING FUND MANAGEMENT LLC | History | No change | 5,000 | 363 | 0.04% | 0.03% | 441 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Timber Creek Capital Management LLC | History | No change | 5,000 | 363 | 0.09% | 0.07% | 442 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AMG National Trust Bank | History | Reduced | 4,911 | 357 | 0.01% | 0.01% | 444 | -373 | -7.06% | Q1 2026 | May 04, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 4,808 | 349 | 0.02% | 0.02% | 445 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wright Wealth LLC | History | Added to | 4,757 | 346 | 0.23% | 0.18% | 446 | +100 | 2.15% | Q1 2026 | May 15, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | Reduced | 4,750 | 345 | 0.32% | 0.55% | 447 | -6,000 | -55.81% | Q1 2026 | May 15, 2026 |
| Williams & Novak, LLC | History | New | 4,689 | 344 | 0.26% | — | 449 | +4,689 | New | Q1 2026 | Apr 20, 2026 |
| Inspire Investing, LLC | History | Reduced | 4,736 | 344 | 0.03% | 0.03% | 448 | -249 | -4.99% | Q1 2026 | Apr 23, 2026 |
| WESBANCO BANK INC | History | Reduced | 4,725 | 343 | 0.01% | 0.01% | 450 | -67 | -1.4% | Q1 2026 | Apr 21, 2026 |
| Centurion Wealth Management LLC | History | No change | 4,700 | 341 | 0.08% | 0.06% | 451 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 4,659 | 339 | 0.01% | 0.08% | 452 | -35,665 | -88.45% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | New | 4,648 | 338 | 0.0% | — | 454 | +4,648 | New | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,652 | 338 | 0.0% | 0.0% | 453 | -950 | -16.96% | Q1 2026 | Apr 29, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 4,587 | 333 | 0.02% | — | 457 | +4,587 | New | Q1 2026 | Apr 16, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 4,580 | 333 | 0.09% | 0.06% | 456 | +934 | 25.62% | Q1 2026 | Apr 17, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 4,582 | 333 | 0.18% | 0.14% | 455 | +382 | 9.1% | Q1 2026 | May 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 4,557 | 331 | 0.01% | 0.0% | 458 | +815 | 21.78% | Q1 2026 | May 11, 2026 |
| TLS Advisors LLC | History | No change | 4,460 | 324 | 0.77% | 0.71% | 459 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 4,347 | 316 | 0.05% | 0.04% | 461 | +576 | 15.27% | Q1 2026 | Apr 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 4,350 | 316 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avestar Capital, LLC | History | New | 4,328 | 314 | 0.02% | — | 463 | +4,328 | New | Q1 2026 | May 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 6,542 | 314 | 0.08% | 0.09% | 462 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 5,201 | 313 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farringdon Capital, Ltd. | History | Reduced | 4,271 | 310 | 0.07% | 0.18% | 465 | -8,130 | -65.56% | Q1 2026 | May 15, 2026 |
| Douglass Winthrop Advisors, LLC | History | New | 4,250 | 309 | 0.01% | — | 467 | +4,250 | New | Q1 2026 | May 13, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 4,253 | 309 | 0.02% | 0.02% | 466 | -642 | -13.12% | Q1 2026 | Apr 24, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 4,230 | 307 | 0.08% | 0.07% | 468 | -35 | -0.82% | Q1 2026 | May 04, 2026 |
| New Republic Capital, LLC | History | Reduced | 4,178 | 303 | 0.1% | 0.12% | 469 | -3,376 | -44.69% | Q1 2026 | May 01, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 4,140 | 301 | 0.0% | 0.0% | 471 | -815 | -16.45% | Q1 2026 | May 14, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 4,150 | 301 | 0.03% | 0.02% | 470 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sandy Cove Advisors, LLC | History | New | 4,082 | 296 | 0.09% | — | 472 | +4,082 | New | Q1 2026 | May 05, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 4,050 | 294 | 0.17% | 0.14% | 473 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Corps Capital Advisors, LLC | History | No change | 4,000 | 290 | 0.25% | 0.25% | 474 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Reduced | 3,982 | 289 | 0.01% | 0.01% | 475 | -1,165 | -22.63% | Q1 2026 | Apr 27, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 3,947 | 287 | 0.01% | 0.01% | 476 | -1,040 | -20.85% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 3,863 | 281 | 0.0% | 0.0% | 477 | +71 | 1.87% | Q1 2026 | May 01, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 3,835 | 278 | 0.01% | 0.01% | 478 | +417 | 12.2% | Q1 2026 | Apr 27, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 3,813 | 277 | 0.12% | 0.11% | 479 | +220 | 6.12% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,803 | 276 | 0.0% | 0.0% | 480 | +1,790 | 88.92% | Q1 2026 | May 01, 2026 |
| Crestwood Advisors Group, LLC | History | New | 3,785 | 275 | 0.0% | — | 482 | +3,785 | New | Q1 2026 | May 05, 2026 |
| AlTi Global, Inc. | History | Reduced | 3,783 | 275 | 0.01% | 0.01% | 481 | -193 | -4.85% | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | Reduced | 3,726 | 270 | 0.0% | 0.0% | 484 | -3,130 | -45.65% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 3,713 | 270 | 0.0% | 0.0% | 483 | -238 | -6.02% | Q1 2026 | May 05, 2026 |
| EVOKE WEALTH, LLC | History | New | 3,708 | 269 | 0.0% | — | 486 | +3,708 | New | Q1 2026 | May 14, 2026 |
| Cherokee Insurance Co | History | Reduced | 3,700 | 269 | 0.1% | 0.11% | 485 | -1,000 | -21.28% | Q1 2026 | Apr 28, 2026 |
| COMMERCE BANK | History | New | 3,685 | 268 | 0.0% | — | 488 | +3,685 | New | Q1 2026 | May 11, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 3,685 | 268 | 0.13% | 0.1% | 487 | +50 | 1.38% | Q1 2026 | Apr 15, 2026 |
| Affinity Capital Advisors, LLC | History | New | 3,670 | 266 | 0.04% | — | 489 | +3,670 | New | Q1 2026 | Apr 13, 2026 |
| Abundance Wealth Counselors | History | New | 3,644 | 265 | 0.04% | — | 491 | +3,644 | New | Q1 2026 | Apr 22, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 3,656 | 265 | 0.03% | 0.03% | 490 | -335 | -8.39% | Q1 2026 | May 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 3,633 | 264 | 0.01% | — | 492 | +3,633 | New | Q1 2026 | Apr 23, 2026 |
| WELCH & FORBES LLC | History | No change | 3,619 | 263 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 3,614 | 262 | 0.02% | 0.01% | 494 | -55 | -1.5% | Q1 2026 | May 04, 2026 |
| Larson Financial Group LLC | History | Added to | 3,599 | 261 | 0.01% | 0.0% | 495 | +1,647 | 84.38% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | No change | 3,600 | 261 | 0.03% | 0.02% | 496 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Belpointe Asset Management LLC | History | Added to | 3,580 | 260 | 0.01% | 0.01% | 497 | +187 | 5.51% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 3,580 | 260 | 0.03% | 0.03% | 498 | +187 | 5.51% | Q1 2026 | Apr 28, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 3,530 | 256 | 0.01% | 0.01% | 499 | -28 | -0.79% | Q1 2026 | May 13, 2026 |
| Keebeck Wealth Management | History | New | 3,507 | 255 | 0.03% | — | 500 | +3,507 | New | Q1 2026 | May 14, 2026 |
| Resonant Capital Advisors, LLC | History | New | 3,504 | 254 | 0.01% | — | 501 | +3,504 | New | Q1 2026 | Apr 29, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | New | 3,484 | 253 | 0.08% | — | 503 | +3,484 | New | Q1 2026 | May 13, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 3,482 | 253 | 0.02% | 0.13% | 502 | -26 | -0.74% | Q1 2026 | Apr 16, 2026 |
| Corecam Pte. Ltd. | History | New | 3,470 | 252 | 0.11% | — | 506 | +3,470 | New | Q1 2026 | Apr 14, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 3,477 | 252 | 0.06% | 0.06% | 504 | -703 | -16.82% | Q1 2026 | Apr 28, 2026 |
| Torrey Growth & Income Advisors | History | No change | 3,530 | 252 | 0.11% | 0.07% | 505 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MATHER GROUP, LLC. | History | Added to | 3,423 | 248 | 0.0% | 0.0% | 508 | +27 | 0.8% | Q1 2026 | Apr 13, 2026 |
| Cohen Capital Management, Inc. | History | No change | 3,419 | 248 | 0.04% | 0.03% | 507 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 3,385 | 246 | 0.06% | 0.05% | 509 | +169 | 5.25% | Q1 2026 | Apr 29, 2026 |
| XXI WEALTH, LLC | History | New | 3,370 | 245 | 0.14% | — | 511 | +3,370 | New | Q1 2026 | May 07, 2026 |
| BXM Wealth LLC | History | No change | 3,375 | 245 | 0.19% | 0.16% | 510 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 3,354 | 243 | 0.1% | — | 512 | +3,354 | New | Q1 2026 | Apr 20, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 3,315 | 241 | 0.03% | 0.02% | 513 | -63 | -1.87% | Q1 2026 | May 06, 2026 |
| CENTRAL TRUST Co | History | Reduced | 3,308 | 240 | 0.0% | 0.0% | 514 | -13 | -0.39% | Q1 2026 | Apr 17, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 3,295 | 239 | 0.0% | 0.0% | 515 | -325 | -8.98% | Q1 2026 | Apr 08, 2026 |
| Gateway Wealth Partners, LLC | History | New | 3,266 | 237 | 0.01% | — | 516 | +3,266 | New | Q1 2026 | May 15, 2026 |
| Florida Trust Wealth Management Co | History | New | 3,254 | 236 | 0.01% | — | 517 | +3,254 | New | Q1 2026 | May 14, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | New | 3,231 | 235 | 0.0% | — | 518 | +3,231 | New | Q1 2026 | May 15, 2026 |
| WEXFORD CAPITAL LP | History | New | 3,213 | 233 | 0.03% | — | 519 | +3,213 | New | Q1 2026 | May 15, 2026 |
| Keudell/Morrison Wealth Management | History | New | 3,200 | 232 | 0.05% | — | 520 | +3,200 | New | Q1 2026 | Apr 20, 2026 |
| Fortress Financial Solutions, LLC | History | New | 3,161 | 229 | 0.24% | — | 522 | +3,161 | New | Q1 2026 | May 04, 2026 |
| Klingman & Associates, LLC | History | New | 3,149 | 229 | 0.01% | — | 521 | +3,149 | New | Q1 2026 | May 14, 2026 |
| Leonteq Securities AG | History | Reduced | 3,138 | 228 | 0.01% | 0.01% | 523 | -208 | -6.22% | Q1 2026 | Apr 27, 2026 |
| Syverson Strege & Co | History | New | 3,124 | 227 | 0.05% | — | 524 | +3,124 | New | Q1 2026 | May 04, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | New | 2,948 | 226 | 0.02% | — | 525 | +2,948 | New | Q1 2026 | Apr 29, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | New | 3,090 | 224 | 0.1% | — | 526 | +3,090 | New | Q1 2026 | May 11, 2026 |
| Walker Asset Management, LLC | History | New | 3,085 | 224 | 0.12% | — | 527 | +3,085 | New | Q1 2026 | Apr 24, 2026 |
| Calamos Advisors LLC | History | New | 3,078 | 223 | 0.0% | — | 528 | +3,078 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | New | 3,078 | 223 | 0.01% | — | 529 | +3,078 | New | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 3,069 | 222 | 0.0% | — | 530 | +3,069 | New | Q1 2026 | May 13, 2026 |
| Legacy Edge Advisors, LLC | History | New | 3,054 | 222 | 0.02% | — | 531 | +3,054 | New | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 3,045 | 221 | 0.01% | — | 532 | +3,045 | New | Q1 2026 | Apr 27, 2026 |
| GREENWOOD GEARHART LLC | History | New | 3,000 | 218 | 0.01% | — | 535 | +3,000 | New | Q1 2026 | May 06, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 3,000 | 218 | 0.06% | 0.05% | 533 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bank of New Hampshire | History | No change | 3,000 | 218 | 0.05% | 0.04% | 534 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Corient IA LLC | History | New | 2,980 | 216 | 0.2% | — | 537 | +2,980 | New | Q1 2026 | May 14, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | New | 2,970 | 216 | 0.04% | — | 536 | +2,970 | New | Q1 2026 | Apr 30, 2026 |
| Anfield Capital Management, LLC | History | Added to | 2,953 | 214 | 0.06% | 0.04% | 538 | +1,022 | 52.93% | Q1 2026 | May 12, 2026 |
| R Squared Ltd | History | Reduced | 2,932 | 213 | 0.12% | 0.31% | 539 | -8,025 | -73.24% | Q1 2026 | Apr 29, 2026 |
| Hardy Reed LLC | History | New | 2,919 | 212 | 0.02% | — | 540 | +2,919 | New | Q1 2026 | Apr 28, 2026 |
| Citizens National Bank Trust Department | History | New | 2,863 | 208 | 0.03% | — | 541 | +2,863 | New | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,838 | 206 | 0.0% | 0.0% | 542 | +745 | 35.59% | Q1 2026 | May 15, 2026 |
| Flatrock Wealth Partners LLC | History | New | 2,818 | 204 | 0.09% | — | 544 | +2,818 | New | Q1 2026 | Apr 29, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 2,808 | 204 | 0.01% | — | 543 | +2,808 | New | Q1 2026 | May 14, 2026 |
| Smith Thornton Advisors LLC | History | New | 2,800 | 203 | 0.1% | — | 545 | +2,800 | New | Q1 2026 | Apr 16, 2026 |
| HBK Sorce Advisory LLC | History | New | 2,387 | 202 | 0.0% | — | 546 | +2,387 | New | Q1 2026 | May 11, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 2,764 | 201 | 0.01% | — | 548 | +2,764 | New | Q1 2026 | May 07, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 3,330 | 201 | 0.02% | 0.02% | 547 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | New | 2,750 | 200 | 0.01% | — | 549 | +2,750 | New | Q1 2026 | Apr 14, 2026 |
| REXFORD CAPITAL INC | History | Added to | 2,711 | 197 | 0.14% | 0.12% | 550 | +125 | 4.83% | Q1 2026 | Apr 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 2,527 | 183 | 0.0% | 0.0% | 551 | +2,359 | 1404.17% | Q1 2026 | Apr 27, 2026 |
| LRI Investments, LLC | History | No change | 2,522 | 183 | 0.02% | 0.01% | 552 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,406 | 175 | 0.04% | 0.03% | 553 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 2,350 | 170 | 0.06% | — | 554 | +2,350 | New | Q1 2026 | May 13, 2026 |
| New Millennium Group LLC | History | No change | 2,736 | 165 | 0.07% | 0.07% | 555 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIRST HORIZON CORP | History | Reduced | 2,219 | 161 | 0.01% | 0.01% | 556 | -74 | -3.23% | Q1 2026 | Apr 30, 2026 |
| NBT BANK N A /NY | History | Added to | 2,212 | 160 | 0.01% | 0.01% | 557 | +40 | 1.84% | Q1 2026 | Apr 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 2,000 | 155 | 0.0% | 0.0% | 558 | -8 | -0.4% | Q1 2026 | May 06, 2026 |
| Acropolis Investment Management, LLC | History | New | 1,998 | 145 | 0.01% | — | 560 | +1,998 | New | Q1 2026 | Apr 09, 2026 |
| Boit C F David | History | No change | 2,000 | 145 | 0.06% | 0.05% | 559 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,967 | 143 | 0.0% | 0.0% | 561 | +665 | 51.08% | Q1 2026 | Apr 07, 2026 |
| Manchester Capital Management LLC | History | Reduced | 1,845 | 134 | 0.02% | 0.02% | 562 | -17 | -0.91% | Q1 2026 | May 11, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 1,800 | 130 | 0.02% | 0.02% | 563 | -400 | -18.18% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Reduced | 1,727 | 126 | 0.0% | 0.01% | 565 | -2,289 | -57.0% | Q1 2026 | May 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,733 | 126 | 0.01% | 0.01% | 564 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,715 | 124 | 0.0% | 0.0% | 566 | +87 | 5.34% | Q1 2026 | Apr 30, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,700 | 123 | 0.01% | 0.01% | 567 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 1,487 | 108 | 0.04% | 0.04% | 568 | +27 | 1.85% | Q1 2026 | Apr 17, 2026 |
| Solstein Capital, LLC | History | No change | 1,459 | 106 | 0.04% | 0.04% | 569 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,439 | 104 | 0.0% | 0.0% | 570 | -29 | -1.98% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 1,407 | 102 | 0.0% | — | 571 | +1,407 | New | Q1 2026 | May 19, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,378 | 100 | 0.01% | 0.0% | 572 | +409 | 42.21% | Q1 2026 | May 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,387 | 100 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,363 | 99 | 0.02% | — | 574 | +1,363 | New | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 1,359 | 98 | 0.0% | 0.0% | 575 | +118 | 9.51% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,306 | 94 | 0.0% | 0.0% | 576 | +123 | 10.4% | Q1 2026 | May 15, 2026 |
| First PREMIER Bank | History | Reduced | 1,276 | 93 | 0.02% | 0.02% | 577 | -20 | -1.54% | Q1 2026 | Apr 20, 2026 |
| NATIXIS | History | No change | 1,274 | 92 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 1,230 | 89 | 0.01% | 0.01% | 579 | +230 | 23.0% | Q1 2026 | Apr 17, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 1,182 | 85 | 0.01% | 0.01% | 580 | -30 | -2.48% | Q1 2026 | Apr 17, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 1,175 | 85 | 0.06% | 0.05% | 581 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,115 | 81 | 0.0% | 0.0% | 582 | -89 | -7.39% | Q1 2026 | Apr 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,113 | 81 | 0.01% | 0.01% | 583 | -2 | -0.18% | Q1 2026 | May 11, 2026 |
| MTM Investment Management, LLC | History | No change | 1,100 | 80 | 0.03% | 0.02% | 584 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| True Wealth Design, LLC | History | Added to | 1,089 | 79 | 0.02% | 0.01% | 585 | +290 | 36.3% | Q1 2026 | Apr 13, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 1,070 | 77 | 1.39% | 1.19% | 586 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | Reduced | 996 | 72 | 0.0% | 0.0% | 589 | -583 | -36.92% | Q1 2026 | Apr 22, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 1,000 | 72 | 0.01% | 0.01% | 587 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GoalVest Advisory LLC | History | No change | 1,000 | 72 | 0.01% | 0.01% | 588 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 978 | 71 | 0.0% | 0.0% | 591 | -264 | -21.26% | Q1 2026 | Apr 24, 2026 |
| TORONTO DOMINION BANK | History | No change | 970 | 71 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 945 | 68 | 0.01% | 0.0% | 592 | +644 | 213.95% | Q1 2026 | Apr 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 929 | 67 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Added to | 861 | 62 | 0.0% | 0.0% | 595 | +63 | 7.89% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 865 | 62 | 0.0% | 0.0% | 594 | +23 | 2.73% | Q1 2026 | Apr 21, 2026 |
| Grove Bank & Trust | History | No change | 857 | 62 | 0.01% | 0.01% | 596 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 815 | 59 | 0.0% | 0.0% | 597 | +608 | 293.72% | Q1 2026 | May 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 801 | 58 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 778 | 56 | 0.0% | 0.0% | 599 | -77 | -9.01% | Q1 2026 | Apr 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 755 | 54 | 0.0% | — | 601 | +755 | New | Q1 2026 | Apr 29, 2026 |
| Addison Advisors LLC | History | No change | 751 | 54 | 0.01% | 0.01% | 600 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 738 | 53 | 0.0% | — | 602 | +738 | New | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 725 | 52 | 0.0% | 0.01% | 603 | -559 | -43.54% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 702 | 51 | 0.0% | 0.0% | 604 | +318 | 82.81% | Q1 2026 | May 06, 2026 |
| SHP Wealth Management | History | Added to | 700 | 50 | 0.0% | 0.0% | 607 | +433 | 162.17% | Q1 2026 | May 08, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 690 | 50 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | No change | 690 | 50 | 0.01% | 0.01% | 606 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pingora Partners LLC | History | No change | 689 | 50 | 0.03% | 0.03% | 608 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hilltop National Bank | History | No change | 675 | 49 | 0.01% | 0.01% | 609 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Caldwell Trust Co | History | No change | 660 | 48 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ascentis Independent Advisors | History | New | 617 | 44 | 0.0% | — | 611 | +617 | New | Q1 2026 | Apr 28, 2026 |
| Chung Wu Investment Group, LLC | History | Added to | 600 | 43 | 0.04% | 0.01% | 613 | +332 | 123.88% | Q1 2026 | May 12, 2026 |
| Dunhill Financial, LLC | History | Added to | 595 | 43 | 0.01% | 0.01% | 612 | +10 | 1.71% | Q1 2026 | May 06, 2026 |
| GW&K Investment Management, LLC | History | Added to | 577 | 42 | 0.0% | 0.0% | 614 | +156 | 37.05% | Q1 2026 | May 13, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 983 | 41 | 0.03% | 0.02% | 615 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ares Financial Consulting, LLC | History | New | 549 | 40 | 0.03% | — | 616 | +549 | New | Q1 2026 | Apr 02, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 525 | 38 | 0.02% | 0.02% | 617 | +25 | 5.0% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 500 | 36 | 0.0% | 0.0% | 619 | -71 | -12.43% | Q1 2026 | Apr 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 500 | 36 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Center for Financial Planning, Inc. | History | No change | 500 | 36 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Berbice Capital Management LLC | History | No change | 500 | 36 | 0.02% | 0.02% | 621 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 470 | 34 | 0.0% | 0.0% | 622 | +48 | 11.37% | Q1 2026 | Apr 27, 2026 |
| Rossby Financial, LCC | History | Added to | 473 | 34 | 0.01% | 0.01% | 623 | +15 | 3.28% | Q1 2026 | May 11, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 466 | 33 | 0.0% | 0.0% | 624 | +274 | 142.71% | Q1 2026 | Apr 21, 2026 |
| First Command Advisory Services, Inc. | History | New | 453 | 32 | 0.0% | — | 629 | +453 | New | Q1 2026 | May 07, 2026 |
| Rakuten Securities, Inc. | History | Added to | 443 | 32 | 0.01% | 0.01% | 628 | +152 | 52.23% | Q1 2026 | May 01, 2026 |
| Costello Asset Management, INC | History | Added to | 445 | 32 | 0.01% | 0.01% | 627 | +7 | 1.6% | Q1 2026 | Apr 30, 2026 |
| Bangor Savings Bank | History | No change | 447 | 32 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Sawyer & Company, Inc | History | No change | 450 | 32 | 0.01% | 0.01% | 626 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 436 | 31 | 0.01% | 0.01% | 630 | +5 | 1.16% | Q1 2026 | Apr 06, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 427 | 31 | 0.02% | 0.01% | 631 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 421 | 30 | 0.02% | — | 634 | +416 | 8320.0% | Q1 2026 | Apr 30, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 414 | 30 | 0.0% | 0.0% | 633 | -27 | -6.12% | Q1 2026 | Apr 23, 2026 |
| EASTERN BANK | History | No change | 425 | 30 | 0.0% | 0.0% | 632 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BAYBAN | History | No change | 416 | 30 | 0.03% | 0.02% | 635 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 402 | 29 | 0.02% | — | 638 | +402 | New | Q1 2026 | May 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 400 | 29 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Avalon Trust Co | History | No change | 400 | 29 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 393 | 28 | 0.0% | 0.0% | 639 | +6 | 1.55% | Q1 2026 | Apr 14, 2026 |
| Asset Dedication, LLC | History | No change | 450 | 27 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Essential Partners LLC | History | No change | 374 | 27 | 0.01% | 0.01% | 641 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Vanguard National Trust Co | History | New | 361 | 26 | 0.0% | — | 645 | +361 | New | Q1 2026 | May 08, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 370 | 26 | 0.0% | 0.0% | 642 | -1 | -0.27% | Q1 2026 | Apr 23, 2026 |
| Financial Perspectives, Inc | History | No change | 365 | 26 | 0.01% | 0.01% | 643 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 359 | 26 | 0.01% | 0.01% | 644 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 429 | 25 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 310 | 24 | 0.0% | 0.0% | 649 | +78 | 33.62% | Q1 2026 | May 06, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 333 | 24 | 0.0% | 0.0% | 647 | -11 | -3.2% | Q1 2026 | May 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 340 | 24 | 0.0% | 0.0% | 648 | -2 | -0.58% | Q1 2026 | Apr 22, 2026 |
| Boreal Capital Management LLC | History | No change | 330 | 24 | 0.02% | 0.01% | 650 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Motiv8 Investments LLC | History | No change | 377 | 23 | 0.01% | 0.01% | 651 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fairscale Capital, LLC | History | No change | 322 | 23 | 0.02% | 0.01% | 652 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 315 | 22 | 0.01% | — | 654 | +315 | New | Q1 2026 | May 12, 2026 |
| Destiny Wealth Partners, LLC | History | New | 313 | 22 | 0.0% | — | 653 | +313 | New | Q1 2026 | May 11, 2026 |
| N.E.W. Advisory Services LLC | History | New | 300 | 21 | 0.0% | — | 658 | +300 | New | Q1 2026 | May 04, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 290 | 21 | 0.01% | — | 657 | +279 | 2536.36% | Q1 2026 | May 01, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 297 | 21 | 0.01% | 0.0% | 655 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 300 | 21 | 0.01% | 0.01% | 656 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 278 | 20 | 0.0% | — | 662 | +278 | New | Q1 2026 | May 06, 2026 |
| Atlantic Union Bankshares Corp | History | New | 275 | 20 | 0.0% | — | 661 | +275 | New | Q1 2026 | May 12, 2026 |
| Breakwater Investment Management | History | Added to | 285 | 20 | 0.01% | 0.0% | 660 | +125 | 78.13% | Q1 2026 | May 14, 2026 |
| Centerpoint Advisors, LLC | History | No change | 275 | 20 | 0.01% | 0.01% | 659 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WealthCollab, LLC | History | Added to | 272 | 19 | 0.01% | 0.0% | 663 | +146 | 115.87% | Q1 2026 | May 13, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 268 | 19 | 0.01% | 0.01% | 664 | +86 | 47.25% | Q1 2026 | Apr 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 256 | 18 | 0.0% | 0.0% | 665 | +92 | 56.1% | Q1 2026 | Apr 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 259 | 18 | 0.0% | 0.0% | 666 | +17 | 7.02% | Q1 2026 | Apr 24, 2026 |
| Coston, McIsaac & Partners | History | No change | 234 | 17 | 0.0% | 0.0% | 667 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 231 | 16 | 0.0% | 0.0% | 669 | +5 | 2.21% | Q1 2026 | May 11, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 225 | 16 | 0.0% | 0.0% | 668 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| JPL Wealth Management, LLC | History | New | 208 | 15 | 0.0% | — | 672 | +208 | New | Q1 2026 | May 08, 2026 |
| Basepoint Wealth LLC | History | Reduced | 211 | 15 | 0.01% | 0.01% | 671 | -87 | -29.19% | Q1 2026 | May 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 208 | 15 | 0.0% | 0.0% | 670 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MASECO LLP | History | New | 193 | 14 | 0.0% | — | 677 | +193 | New | Q1 2026 | Apr 21, 2026 |
| Beutel, Goodman & Co Ltd. | History | Reduced | 200 | 14 | 0.0% | 0.0% | 675 | -100 | -33.33% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 201 | 14 | 0.0% | 0.0% | 673 | +3 | 1.52% | Q1 2026 | May 14, 2026 |
| MOTCO | History | No change | 200 | 14 | 0.0% | 0.0% | 674 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Westside Investment Management, Inc. | History | No change | 197 | 14 | 0.0% | 0.0% | 676 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 185 | 13 | 0.0% | — | 679 | +185 | New | Q1 2026 | Apr 28, 2026 |
| Triumph Capital Management | History | Added to | 192 | 13 | 0.0% | 0.0% | 678 | +92 | 92.0% | Q1 2026 | May 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 172 | 12 | 0.0% | 0.0% | 680 | -30 | -14.85% | Q1 2026 | May 08, 2026 |
| Signature Equity Partners, LLC | History | Added to | 168 | 12 | 0.01% | 0.0% | 681 | +3 | 1.82% | Q1 2026 | May 13, 2026 |
| Main Street Group, LTD | History | New | 164 | 11 | 0.0% | — | 685 | +164 | New | Q1 2026 | May 06, 2026 |
| North Star Investment Management Corp. | History | No change | 159 | 11 | 0.0% | 0.0% | 682 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 160 | 11 | 0.0% | 0.0% | 683 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 155 | 11 | 0.0% | 0.0% | 684 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| American Capital Advisory, LLC | History | Added to | 141 | 10 | 0.0% | 0.0% | 691 | +105 | 291.67% | Q1 2026 | Apr 29, 2026 |
| NFSG Corp | History | Reduced | 140 | 10 | 0.0% | 0.0% | 689 | -28 | -16.67% | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 143 | 10 | 0.0% | 0.0% | 688 | +1 | 0.7% | Q1 2026 | Apr 28, 2026 |
| Towne Trust Company, N.A | History | No change | 143 | 10 | 0.0% | 0.0% | 686 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Community Bank, N.A. | History | No change | 150 | 10 | 0.0% | 0.0% | 687 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ORG Partners LLC | History | No change | 172 | 10 | 0.0% | 0.0% | 690 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Arlington Trust Co LLC | History | New | 125 | 9 | 0.0% | — | 694 | +125 | New | Q1 2026 | Apr 08, 2026 |
| Key FInancial Inc | History | Added to | 134 | 9 | 0.0% | 0.0% | 692 | +99 | 282.86% | Q1 2026 | Apr 24, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 157 | 9 | 0.01% | 0.01% | 693 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 111 | 8 | 0.01% | — | 700 | +111 | New | Q1 2026 | May 05, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 119 | 8 | 0.0% | 0.0% | 695 | +91 | 325.0% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 113 | 8 | 0.01% | 0.0% | 699 | +27 | 31.4% | Q1 2026 | May 08, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 116 | 8 | 0.0% | 0.0% | 696 | +16 | 16.0% | Q1 2026 | May 13, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 135 | 8 | 0.01% | 0.01% | 697 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 120 | 8 | 0.0% | 0.0% | 698 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 97 | 7 | 0.0% | — | 707 | +97 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 97 | 7 | 0.0% | — | 708 | +97 | New | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | Reduced | 108 | 7 | 0.0% | 0.0% | 705 | -45 | -29.41% | Q1 2026 | Apr 10, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 105 | 7 | 0.0% | 0.0% | 703 | +30 | 40.0% | Q1 2026 | May 13, 2026 |
| Stone House Investment Management, LLC | History | No change | 106 | 7 | 0.0% | 0.0% | 701 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DecisionPoint Financial, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 702 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 102 | 7 | 0.0% | 0.0% | 704 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Olistico Wealth, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 706 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bare Financial Services, Inc | History | New | 88 | 6 | 0.0% | — | 714 | +88 | New | Q1 2026 | May 14, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 90 | 6 | 0.0% | 0.0% | 709 | -5 | -5.26% | Q1 2026 | May 06, 2026 |
| Avion Wealth | History | No change | 89 | 6 | 0.0% | 0.0% | 710 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 109 | 6 | 0.0% | 0.0% | 711 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rialto Wealth Management, LLC | History | No change | 91 | 6 | 0.0% | 0.0% | 712 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BIRCHBROOK, INC. | History | No change | 93 | 6 | 0.0% | 0.0% | 713 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Burk Holdings LLC | History | New | 82 | 5 | 0.0% | — | 720 | +82 | New | Q1 2026 | May 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 71 | 5 | 0.0% | 0.0% | 719 | -1 | -1.39% | Q1 2026 | Apr 17, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 85 | 5 | 0.0% | 0.0% | 715 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kozak & Associates, Inc. | History | No change | 65 | 5 | 0.0% | 0.0% | 716 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Stephens Consulting, LLC | History | No change | 98 | 5 | 0.0% | 0.0% | 717 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Bank of Jackson Hole Trust | History | No change | 70 | 5 | 0.0% | 0.0% | 718 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Nemes Rush Group LLC | History | Added to | 58 | 4 | 0.0% | — | 722 | +49 | 544.44% | Q1 2026 | Apr 21, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 58 | 4 | 0.0% | 0.0% | 723 | +1 | 1.75% | Q1 2026 | May 15, 2026 |
| CITY HOLDING CO | History | No change | 67 | 4 | 0.0% | 0.0% | 721 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 44 | 3 | 0.0% | 0.0% | 726 | -230 | -83.94% | Q1 2026 | May 15, 2026 |
| Western Pacific Wealth Management, LP | History | Added to | 52 | 3 | 0.0% | 0.0% | 728 | +1 | 1.96% | Q1 2026 | Apr 17, 2026 |
| Westfuller Advisors, LLC | History | Added to | 50 | 3 | 0.0% | 0.0% | 729 | +1 | 2.04% | Q1 2026 | Apr 28, 2026 |
| Smithfield Trust Co | History | No change | 40 | 3 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 725 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Oakworth Capital, Inc. | History | No change | 52 | 3 | 0.0% | 0.0% | 727 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Dogwood Wealth Management LLC | History | New | 37 | 2 | 0.0% | — | 735 | +37 | New | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | New | 24 | 2 | 0.0% | — | 734 | +24 | New | Q1 2026 | May 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 40 | 2 | 0.0% | 0.0% | 730 | +22 | 122.22% | Q1 2026 | Apr 17, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 731 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IMG Wealth Management, Inc. | History | No change | 39 | 2 | 0.0% | 0.0% | 732 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Meramec Financial Planners, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 733 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 21 | 1 | 0.0% | 0.21% | 740 | -13,927 | -99.85% | Q1 2026 | May 11, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 27 | 1 | 0.0% | — | 742 | +27 | New | Q1 2026 | May 14, 2026 |
| Hamrick Investment Counsel, llc | History | New | 25 | 1 | 0.0% | — | 743 | +25 | New | Q1 2026 | May 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 24 | 1 | 0.0% | 0.0% | 736 | -18 | -42.86% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 737 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| City State Bank | History | No change | 25 | 1 | 0.0% | 0.0% | 738 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SWAN Capital LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 739 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 20 | 1 | 0.0% | 0.0% | 741 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -621,383 | -100.0% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.02% | — | -575,410 | -100.0% | Q1 2026 | May 14, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.44% | — | -450,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.67% | — | -232,558 | -100.0% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -151,226 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -148,480 | -100.0% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -75,967 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -56,192 | -100.0% | Q1 2026 | May 15, 2026 |
| Ovata Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.34% | — | -46,187 | -100.0% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -28,165 | -100.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,926 | -100.0% | Q1 2026 | May 13, 2026 |
| Limestone Investment Advisors LP | History | Closed out | 0 | 0 | — | 0.16% | — | -27,400 | -100.0% | Q1 2026 | May 15, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.83% | — | -23,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,418 | -100.0% | Q1 2026 | May 15, 2026 |
| Baader Bank Aktiengesellschaft | History | Closed out | 0 | 0 | — | 0.06% | — | -14,668 | -100.0% | Q1 2026 | May 08, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,092 | -100.0% | Q1 2026 | May 14, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -12,033 | -100.0% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,191 | -100.0% | Q1 2026 | May 14, 2026 |
| Rare Wolf Capital LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -9,906 | -100.0% | Q1 2026 | May 14, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.38% | — | -8,115 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,070 | -100.0% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,749 | -100.0% | Q1 2026 | May 14, 2026 |
| Financial Sense Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -6,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Buckland Partners Management Co LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -6,000 | -100.0% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -5,654 | -100.0% | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,209 | -100.0% | Q1 2026 | May 15, 2026 |
| TT Capital Management LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -4,867 | -100.0% | Q1 2026 | May 12, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,448 | -100.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,367 | -100.0% | Q1 2026 | May 15, 2026 |
| J. Safra Sarasin Holding AG | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -4,000 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,966 | -100.0% | Q1 2026 | May 01, 2026 |
| REGIONS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,955 | -100.0% | Q1 2026 | May 05, 2026 |
| U S GLOBAL INVESTORS INC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,500 | -100.0% | Q1 2026 | May 01, 2026 |
| Lorne Steinberg Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,260 | -100.0% | Q1 2026 | May 07, 2026 |
| Havemeyer Place LP | History | Closed out | 0 | 0 | — | 0.03% | — | -2,876 | -100.0% | Q1 2026 | May 13, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -2,040 | -100.0% | Q1 2026 | May 13, 2026 |
| Intesa Sanpaolo Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -800 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -773 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -650 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -428 | -100.0% | Q1 2026 | May 11, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.01% | — | -301 | -100.0% | Q1 2026 | Apr 20, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -278 | -100.0% | Q1 2026 | May 04, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -249 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q1 2026 | May 15, 2026 |
| COUNTRY TRUST BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q1 2026 | May 15, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q1 2026 | Apr 21, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q1 2026 | May 06, 2026 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q1 2026 | May 12, 2026 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q1 2026 | May 13, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q1 2026 | May 06, 2026 |
| Quaker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -39 | -78.0% | Q1 2026 | May 05, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Kilter Group LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -17 | -65.38% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | Apr 06, 2026 |
| PlanVest Financial, Inc | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 14, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 13, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Accordant Advisory Group Inc | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 11, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trust Co | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WPG Advisers, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |