BP PLC - BP
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 | 66,622,798 | 3,131,271 | 1.06% | 0.79% | 1 | +190,874 | 0.29% | Q1 2026 | May 05, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 17,905,444 | 841,643 | 0.17% | 0.12% | 2 | +1,421,359 | 8.62% | Q1 2026 | May 07, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 17,831,964 | 838,048 | 1.19% | 0.59% | 3 | +7,454,079 | 71.83% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Reduced | 16,223,388 | 762,499 | 0.03% | 0.02% | 4 | -2,234,907 | -12.11% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | New | 15,908,895 | 747,718 | 0.1% | — | 5 | +15,908,895 | New | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 12,813,984 | 602,257 | 0.33% | 0.12% | 6 | +7,039,022 | 121.89% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 10,675,071 | 501,728 | 0.06% | 0.04% | 7 | +684,776 | 6.85% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 10,077,138 | 473,625 | 0.08% | 0.04% | 8 | +2,890,656 | 40.22% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 10,049,509 | 472,327 | 0.03% | 0.02% | 9 | +862,398 | 9.39% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 9,793,006 | 460,271 | 0.01% | 0.01% | 10 | -989,738 | -9.18% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 8,465,020 | 397,855 | 0.17% | 0.07% | 11 | +3,837,116 | 82.91% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 6,577,522 | 325,987 | 0.16% | 0.06% | 12 | +3,293,686 | 100.3% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 6,320,397 | 297,059 | 0.05% | 0.04% | 13 | -825,574 | -11.55% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 5,848,431 | 274,876 | 0.35% | 0.07% | 14 | +4,113,036 | 237.01% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 5,568,029 | 261,697 | 0.03% | 0.02% | 15 | +1,668,418 | 42.78% | Q1 2026 | May 15, 2026 |
| GQG Partners LLC | History | New | 5,462,538 | 256,739 | 0.41% | — | 16 | +5,462,538 | New | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,621,966 | 217,232 | 0.08% | 0.01% | 17 | +3,994,173 | 636.22% | Q1 2026 | May 13, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 4,599,385 | 216,171 | 3.23% | 2.66% | 18 | -39,113 | -0.84% | Q1 2026 | Apr 29, 2026 |
| NORGES BANK | History | No change | 6,189,755 | 214,970 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,257,907 | 200,124 | 0.06% | 0.03% | 20 | +1,404,928 | 49.24% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 4,049,945 | 190,347 | 0.02% | 0.02% | 21 | -603,564 | -12.97% | Q1 2026 | May 12, 2026 |
| ALTRINSIC GLOBAL ADVISORS LLC | History | Reduced | 3,719,944 | 174,837 | 6.26% | 5.11% | 22 | -384,907 | -9.38% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | Reduced | 3,708,505 | 174,299 | 0.38% | 0.26% | 23 | -250,067 | -6.32% | Q1 2026 | May 15, 2026 |
| Long Focus Capital Management, LLC | History | Reduced | 3,602,700 | 169,326 | 4.46% | 4.66% | 24 | -1,497,400 | -29.36% | Q1 2026 | May 15, 2026 |
| Merewether Investment Management, LP | History | Added to | 3,541,397 | 166,445 | 3.22% | 2.4% | 25 | +533,297 | 17.73% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,534,571 | 166,124 | 0.01% | 0.01% | 26 | -556,230 | -13.6% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 3,425,382 | 160,992 | 0.04% | 0.02% | 27 | +1,379,731 | 67.45% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 3,425,052 | 160,977 | 0.02% | 0.02% | 28 | -668,629 | -16.33% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,696,587 | 127,683 | 0.01% | 0.0% | 29 | +1,657,041 | 159.4% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,697,285 | 126,772 | 0.02% | 0.01% | 30 | -357,777 | -11.71% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 2,696,678 | 126,743 | 0.51% | 0.29% | 31 | +299,979 | 12.52% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 2,689,247 | 126,394 | 0.04% | 0.02% | 32 | +1,062,079 | 65.27% | Q1 2026 | May 06, 2026 |
| Freestone Grove Partners LP | History | Added to | 2,642,602 | 124,202 | 0.88% | 0.62% | 33 | +166,184 | 6.71% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 2,582,844 | 121,396 | 0.11% | 0.06% | 34 | +845,988 | 48.71% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,509,366 | 117,940 | 0.02% | 0.01% | 35 | +642,753 | 34.43% | Q1 2026 | May 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,219,203 | 104,302 | 0.05% | 0.03% | 36 | +504,922 | 29.45% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 2,178,159 | 102,373 | 0.01% | 0.0% | 37 | +256,130 | 13.33% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 2,119,384 | 99,611 | 0.11% | 0.1% | 38 | -824,787 | -28.01% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Added to | 2,104,898 | 98,930 | 0.16% | 0.09% | 39 | +312,250 | 17.42% | Q1 2026 | May 08, 2026 |
| Ruffer LLP | History | Reduced | 2,098,006 | 98,890 | 4.05% | 3.54% | 40 | -137,744 | -6.16% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 2,015,913 | 94,747 | 0.02% | 0.02% | 41 | -308,938 | -13.29% | Q1 2026 | May 13, 2026 |
| PEAK6 LLC | History | Added to | 1,945,600 | 91,443 | 0.21% | 0.03% | 42 | +1,439,400 | 284.35% | Q1 2026 | May 13, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 1,902,306 | 89,408 | 0.25% | 0.12% | 43 | +674,285 | 54.91% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 1,705,990 | 80,181 | 0.03% | 0.01% | 44 | +1,210,153 | 244.06% | Q1 2026 | May 11, 2026 |
| SOUND SHORE MANAGEMENT INC /CT/ | History | Reduced | 1,671,683 | 78,569 | 2.63% | 2.16% | 45 | -283,102 | -14.48% | Q1 2026 | May 07, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 1,644,537 | 77,293 | 0.11% | 0.09% | 46 | -202,233 | -10.95% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,568,509 | 73,722 | 0.07% | 0.17% | 47 | -3,760,479 | -70.57% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,532,985 | 72,050 | 0.11% | 0.14% | 48 | -1,130,182 | -42.44% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 1,509,038 | 70,924 | 0.09% | 0.08% | 49 | -372,920 | -19.82% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,470,184 | 68,629 | 0.03% | 0.0% | 50 | +1,317,874 | 865.26% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,451,969 | 68,242 | 0.02% | 0.01% | 51 | +43,436 | 3.08% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,218,503 | 57,429 | 0.06% | 0.02% | 52 | +619,409 | 103.39% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 1,210,125 | 56,875 | 0.05% | 0.03% | 53 | +8,725 | 0.73% | Q1 2026 | May 15, 2026 |
| Castle Hook Partners LP | History | New | 1,123,129 | 52,787 | 0.23% | — | 54 | +1,123,129 | New | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 1,068,494 | 50,219 | 0.23% | 0.09% | 55 | +154,591 | 16.92% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 1,065,900 | 50,097 | 0.06% | 0.01% | 56 | +707,930 | 197.76% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 1,064,631 | 50,037 | 0.63% | 0.04% | 57 | +973,404 | 1067.01% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 1,050,054 | 49,353 | 0.08% | 0.02% | 58 | +696,727 | 197.19% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Added to | 1,022,048 | 48,036 | 0.31% | 0.09% | 59 | +346,892 | 51.38% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,021,603 | 48,015 | 0.01% | 0.01% | 60 | +54,567 | 5.64% | Q1 2026 | May 04, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Reduced | 997,934 | 46,902 | 0.58% | 0.78% | 61 | -642,746 | -39.18% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 978,497 | 45,989 | 0.09% | 0.02% | 62 | +653,971 | 201.52% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 952,078 | 44,796 | 0.01% | 0.01% | 63 | +138,906 | 17.08% | Q1 2026 | May 15, 2026 |
| Yaupon Capital Management LP | History | Reduced | 948,265 | 44,568 | 1.39% | 2.8% | 64 | -1,283,030 | -57.5% | Q1 2026 | May 15, 2026 |
| MILFORD FUNDS LTD | History | Added to | 880,000 | 41,360 | 0.87% | 0.16% | 65 | +640,000 | 266.67% | Q1 2026 | May 14, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 1,186,320 | 41,200 | 0.28% | 0.28% | 66 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 817,739 | 38,433 | 0.05% | 0.02% | 67 | +306,143 | 59.84% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 776,217 | 36,482 | 0.03% | 0.03% | 68 | -140,751 | -15.35% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 701,446 | 32,967 | 0.02% | 0.01% | 69 | -5,912 | -0.84% | Q1 2026 | May 08, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 697,141 | 32,765 | 0.03% | 0.02% | 70 | -83,269 | -10.67% | Q1 2026 | May 14, 2026 |
| ABC ARBITRAGE SA | History | Added to | 676,595 | 31,799 | 4.22% | 1.21% | 71 | +305,623 | 82.38% | Q1 2026 | May 04, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 647,120 | 30,414 | 0.05% | 0.05% | 72 | -493,149 | -43.25% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 624,836 | 29,367 | 0.05% | 0.04% | 73 | -12,357 | -1.94% | Q1 2026 | May 14, 2026 |
| KAHN BROTHERS GROUP INC | History | Reduced | 622,256 | 29,246 | 5.18% | 6.39% | 74 | -416,146 | -40.08% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 600,701 | 28,232 | 0.03% | 0.02% | 75 | +91,250 | 17.91% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 598,635 | 28,135 | 0.09% | — | 76 | +598,635 | New | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Reduced | 583,168 | 27,408 | 0.11% | 0.07% | 77 | -109,202 | -15.77% | Q1 2026 | May 13, 2026 |
| Goodlander Investment Management, LLC | History | New | 579,945 | 27,257 | 9.43% | — | 78 | +579,945 | New | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Added to | 579,681 | 27,245 | 0.11% | 0.0% | 79 | +566,759 | 4386.0% | Q1 2026 | May 15, 2026 |
| Huber Capital Management LLC | History | Added to | 568,233 | 26,706 | 4.12% | 2.88% | 80 | +5,000 | 0.89% | Q1 2026 | May 12, 2026 |
| Generate Investment Management Ltd | History | New | 563,151 | 26,468 | 1.3% | — | 81 | +563,151 | New | Q1 2026 | Apr 16, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 541,125 | 25,432 | 0.02% | — | 82 | +541,125 | New | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 538,548 | 25,311 | 0.0% | 0.0% | 83 | -21,454 | -3.83% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Reduced | 533,526 | 25,075 | 0.04% | 0.03% | 84 | -142,309 | -21.06% | Q1 2026 | May 15, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 541,125 | 24,843 | 0.06% | 0.01% | 85 | +448,383 | 483.47% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 525,103 | 24,680 | 0.02% | 0.01% | 86 | +237,875 | 82.82% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Added to | 508,766 | 23,912 | 0.28% | 0.04% | 87 | +392,450 | 337.4% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 494,909 | 23,260 | 0.05% | 0.22% | 88 | -1,959,497 | -79.84% | Q1 2026 | May 11, 2026 |
| Calamos Advisors LLC | History | No change | 475,000 | 22,325 | 0.08% | 0.06% | 89 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DRW Securities, LLC | History | Reduced | 473,921 | 22,274 | 0.31% | 0.67% | 90 | -254,903 | -34.97% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 463,497 | 21,784 | 0.03% | 0.03% | 91 | -163,444 | -26.07% | Q1 2026 | Apr 27, 2026 |
| WILKINS INVESTMENT COUNSEL INC | History | Reduced | 463,342 | 21,777 | 3.12% | 2.52% | 92 | -33,950 | -6.83% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 461,282 | 21,680 | 0.03% | 0.02% | 93 | -7,497 | -1.6% | Q1 2026 | May 14, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 459,089 | 21,577 | 0.46% | 0.33% | 94 | -3,975 | -0.86% | Q1 2026 | Apr 30, 2026 |
| Aquatic Capital Management LLC | History | Added to | 438,288 | 20,599 | 0.59% | 0.3% | 95 | +134,095 | 44.08% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 432,646 | 20,334 | 0.0% | 0.0% | 96 | +74,243 | 20.71% | Q1 2026 | May 05, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | Reduced | 416,772 | 19,588 | 0.71% | 0.65% | 97 | -188,425 | -31.13% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 414,562 | 19,484 | 0.51% | 0.26% | 98 | +100,320 | 31.92% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 410,210 | 19,279 | 0.0% | 0.0% | 99 | +65,669 | 19.06% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | Added to | 409,200 | 19,232 | 0.11% | 0.02% | 100 | +323,709 | 378.65% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 395,473 | 18,591 | 0.02% | 0.02% | 101 | +15,051 | 3.96% | Q1 2026 | May 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 390,000 | 18,330 | 0.03% | 0.03% | 102 | -150,000 | -27.78% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 380,437 | 17,881 | 0.05% | 0.05% | 103 | -129,898 | -25.45% | Q1 2026 | Apr 30, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 379,713 | 17,846 | 0.03% | 0.02% | 104 | -18,333 | -4.61% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 364,615 | 17,139 | 0.03% | 0.02% | 105 | +12,756 | 3.63% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 361,852 | 17,007 | 0.01% | 0.01% | 106 | -299,848 | -45.31% | Q1 2026 | May 15, 2026 |
| Bollard Group LLC | History | Added to | 360,216 | 16,930 | 0.5% | 0.31% | 107 | +3,005 | 0.84% | Q1 2026 | May 14, 2026 |
| SPX Gestao de Recursos Ltda | History | Reduced | 354,344 | 16,654 | 1.38% | 1.86% | 108 | -168,886 | -32.28% | Q1 2026 | May 06, 2026 |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | History | No change | 350,000 | 16,450 | 0.55% | 0.46% | 109 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 348,100 | 16,360 | 0.11% | 0.09% | 110 | -44,300 | -11.29% | Q1 2026 | May 14, 2026 |
| Sagefield Capital LP | History | Reduced | 346,278 | 16,275 | 1.17% | 1.45% | 111 | -147,278 | -29.84% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 339,572 | 15,959 | 0.25% | 0.72% | 112 | -566,752 | -62.53% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 321,062 | 15,766 | 0.02% | 0.01% | 113 | +23,992 | 8.08% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 333,788 | 15,688 | 0.12% | 0.08% | 114 | +33,171 | 11.03% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 333,060 | 15,653 | 0.01% | 0.01% | 115 | +13,439 | 4.2% | Q1 2026 | May 12, 2026 |
| Trexquant Investment LP | History | Added to | 320,663 | 15,071 | 0.11% | 0.03% | 116 | +234,425 | 271.83% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 319,570 | 15,019 | 0.01% | 0.0% | 117 | +171,043 | 115.16% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Added to | 319,432 | 15,013 | 0.07% | 0.01% | 118 | +259,099 | 429.45% | Q1 2026 | May 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 317,865 | 14,841 | 0.01% | 0.0% | 119 | +286,945 | 928.02% | Q1 2026 | Apr 30, 2026 |
| M&T BANK CORP | History | Added to | 303,966 | 14,286 | 0.05% | 0.03% | 120 | +2,498 | 0.83% | Q1 2026 | May 12, 2026 |
| PINNBROOK CAPITAL MANAGEMENT LP | History | New | 300,000 | 14,100 | 3.67% | — | 122 | +300,000 | New | Q1 2026 | May 14, 2026 |
| DeepCurrents Investment Group LLC | History | New | 3,000 | 14,100 | 0.45% | — | 121 | +3,000 | New | Q1 2026 | May 15, 2026 |
| Dupree Financial Group, LLC | History | Reduced | 298,462 | 14,027 | 5.65% | 4.95% | 123 | -92,890 | -23.74% | Q1 2026 | Apr 23, 2026 |
| Euro Pacific Asset Management, LLC | History | Added to | 362,210 | 13,984 | 1.39% | 1.3% | 124 | +35 | 0.01% | Q1 2026 | May 06, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 295,537 | 13,890 | 0.26% | 0.18% | 125 | +8,592 | 2.99% | Q1 2026 | Apr 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 291,977 | 13,722 | 0.07% | 0.05% | 126 | +33,626 | 13.02% | Q1 2026 | May 13, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 290,545 | 13,655 | 0.8% | 0.69% | 127 | -30,701 | -9.56% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | Reduced | 279,366 | 13,130 | 0.01% | 0.01% | 128 | -10,157 | -3.51% | Q1 2026 | May 05, 2026 |
| Neuberger Berman Group LLC | History | Added to | 277,306 | 13,033 | 0.01% | 0.0% | 129 | +169,116 | 156.31% | Q1 2026 | May 14, 2026 |
| Altrius Capital Management Inc | History | Reduced | 272,176 | 12,792 | 2.55% | 2.03% | 130 | -3,418 | -1.24% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 271,825 | 12,775 | 0.02% | 0.02% | 131 | +44,824 | 19.75% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | No change | 262,644 | 12,344 | 0.32% | 0.25% | 132 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Curi Capital, LLC | History | Reduced | 258,176 | 12,134 | 0.22% | 0.16% | 133 | -2,659 | -1.02% | Q1 2026 | May 15, 2026 |
| Wallington Asset Management, LLC | History | Reduced | 255,246 | 11,996 | 1.59% | 1.17% | 134 | -9,838 | -3.71% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 254,622 | 11,967 | 0.02% | 0.01% | 135 | +112,898 | 79.66% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | New | 249,233 | 11,713 | 0.14% | — | 136 | +249,233 | New | Q1 2026 | Apr 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 239,574 | 11,288 | 0.02% | 0.01% | 137 | -38,294 | -13.78% | Q1 2026 | Apr 08, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 237,726 | 11,173 | 0.02% | 0.01% | 138 | -3,534 | -1.46% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 227,805 | 10,706 | 0.04% | 0.04% | 139 | -94,362 | -29.29% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Added to | 226,848 | 10,661 | 0.02% | 0.02% | 140 | +6,740 | 3.06% | Q1 2026 | May 06, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Reduced | 220,322 | 10,355 | 0.45% | 0.34% | 141 | -14,524 | -6.18% | Q1 2026 | May 08, 2026 |
| Empyrean Capital Partners, LP | History | New | 220,000 | 10,340 | 0.34% | — | 142 | +220,000 | New | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 216,059 | 10,155 | 0.03% | 0.02% | 143 | -4,874 | -2.21% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Added to | 207,615 | 9,757 | 0.04% | 0.02% | 144 | +36,565 | 21.38% | Q1 2026 | Jun 02, 2026 |
| Canal Insurance CO | History | No change | 200,000 | 9,400 | 2.02% | 1.68% | 145 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FineMark National Bank & Trust | History | No change | 266,311 | 9,248 | 0.29% | 0.29% | 146 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | New | 196,553 | 9,247 | 0.06% | — | 147 | +196,553 | New | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 189,887 | 8,924 | 0.01% | 0.01% | 148 | -6,209 | -3.17% | Q1 2026 | May 15, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 186,626 | 8,771 | 3.05% | 2.32% | 149 | -12,104 | -6.09% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 178,384 | 8,384 | 0.03% | 0.02% | 150 | +47,687 | 36.49% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 178,243 | 8,377 | 0.04% | 0.01% | 151 | +126,891 | 247.1% | Q1 2026 | May 08, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | Reduced | 176,962 | 8,317 | 1.19% | 0.87% | 152 | -350 | -0.2% | Q1 2026 | May 14, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 174,653 | 8,208 | 0.04% | 0.03% | 153 | -31,713 | -15.37% | Q1 2026 | May 13, 2026 |
| HENNESSY ADVISORS INC | History | Added to | 166,700 | 7,834 | 0.28% | 0.2% | 154 | +5,600 | 3.48% | Q1 2026 | Apr 21, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 161,400 | 7,585 | 0.26% | 0.19% | 155 | -6,150 | -3.67% | Q1 2026 | May 06, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 159,707 | 7,506 | 1.52% | 3.67% | 156 | -418,105 | -72.36% | Q1 2026 | May 14, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 154,423 | 7,257 | 0.25% | — | 157 | +154,423 | New | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 154,302 | 7,252 | 0.01% | 0.01% | 158 | +16,498 | 11.97% | Q1 2026 | Apr 27, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 152,810 | 7,182 | 0.11% | 0.06% | 159 | +53,634 | 54.08% | Q1 2026 | May 04, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 151,938 | 7,141 | 0.02% | 0.52% | 160 | -4,348,062 | -96.62% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 151,812 | 7,135 | 0.04% | 0.03% | 161 | -2,116 | -1.37% | Q1 2026 | Apr 15, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 150,500 | 7,073 | 1.86% | 1.37% | 162 | +4,551 | 3.12% | Q1 2026 | Apr 09, 2026 |
| Brooklyn Investment Group | History | Added to | 149,616 | 7,031 | 0.22% | 0.15% | 163 | +56,421 | 60.54% | Q1 2026 | Apr 29, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 149,442 | 7,023 | 0.4% | — | 164 | +149,442 | New | Q1 2026 | May 15, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 146,696 | 6,894 | 0.31% | — | 165 | +146,696 | New | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 143,928 | 6,764 | 0.0% | 0.0% | 167 | +120,280 | 508.63% | Q1 2026 | May 05, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Added to | 143,935 | 6,764 | 0.13% | 0.1% | 166 | +3,102 | 2.2% | Q1 2026 | May 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 142,920 | 6,717 | 0.05% | 0.04% | 168 | +3,090 | 2.21% | Q1 2026 | May 04, 2026 |
| Yarbrough Capital, LLC | History | No change | 139,850 | 6,572 | 0.23% | 0.15% | 169 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | Added to | 137,404 | 6,458 | 0.21% | 0.14% | 170 | +14,790 | 12.06% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Added to | 137,145 | 6,445 | 0.26% | 0.04% | 171 | +102,188 | 292.32% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 136,217 | 6,402 | 0.0% | 0.0% | 172 | +38,031 | 38.73% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 133,832 | 6,290 | 0.07% | 0.06% | 173 | +6,238 | 4.89% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 132,513 | 6,228 | 0.06% | 0.05% | 174 | +15,121 | 12.88% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 131,490 | 6,180 | 0.01% | 0.01% | 175 | -1,231 | -0.93% | Q1 2026 | May 15, 2026 |
| ADVOCATE GROUP LLC | History | Reduced | 131,103 | 6,161 | 0.96% | 0.74% | 176 | -1,056 | -0.8% | Q1 2026 | Apr 13, 2026 |
| Columbia Asset Management | History | Added to | 129,274 | 6,075 | 1.16% | 0.78% | 177 | +3,370 | 2.68% | Q1 2026 | Apr 20, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 128,961 | 6,061 | 0.09% | 0.08% | 178 | -23,361 | -15.34% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 135,165 | 6,024 | 0.01% | 0.01% | 179 | -50,101 | -27.04% | Q1 2026 | May 15, 2026 |
| Covalis Capital LLP | History | New | 126,525 | 5,946 | 0.37% | — | 180 | +126,525 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 168,826 | 5,863 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 123,338 | 5,796 | 0.0% | 0.0% | 182 | -5,947 | -4.6% | Q1 2026 | May 07, 2026 |
| Transmarket Holdings LP | History | Reduced | 120,982 | 5,686 | 3.04% | 3.45% | 183 | -14,901 | -10.97% | Q1 2026 | May 13, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 120,386 | 5,658 | 0.41% | 0.3% | 184 | -250 | -0.21% | Q1 2026 | Apr 01, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 120,032 | 5,641 | 0.02% | 0.02% | 185 | -108,616 | -47.5% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 118,774 | 5,582 | 0.03% | 0.02% | 186 | -18,761 | -13.64% | Q1 2026 | Apr 24, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 118,247 | 5,557 | 0.0% | 0.06% | 187 | -2,194,884 | -94.89% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 116,294 | 5,465 | 0.1% | 0.29% | 188 | -255,908 | -68.76% | Q1 2026 | Apr 27, 2026 |
| Blackstone Inc. | History | Reduced | 113,595 | 5,338 | 0.02% | 0.02% | 189 | -8,301 | -6.81% | Q1 2026 | May 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 112,838 | 5,303 | 0.88% | 0.65% | 190 | +3,281 | 2.99% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 112,741 | 5,298 | 0.07% | 0.05% | 191 | +1,567 | 1.41% | Q1 2026 | Apr 20, 2026 |
| Hayek Kallen Investment Management | History | New | 112,001 | 5,264 | 1.71% | — | 192 | +112,001 | New | Q1 2026 | May 15, 2026 |
| Corigliano Investment Advisers, LLC | History | New | 112,000 | 5,264 | 2.06% | — | 193 | +112,000 | New | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 111,699 | 5,249 | 0.01% | 0.01% | 194 | -50,604 | -31.18% | Q1 2026 | May 04, 2026 |
| Aventail Capital Group, LP | History | Added to | 111,632 | 5,246 | 0.25% | 0.1% | 195 | +63,348 | 131.2% | Q1 2026 | May 15, 2026 |
| Amova Asset Management Americas, Inc. | History | Added to | 111,261 | 5,231 | 0.07% | 0.03% | 196 | +42,894 | 62.74% | Q1 2026 | May 07, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 111,261 | 5,229 | 0.0% | 0.0% | 197 | +42,894 | 62.74% | Q1 2026 | Apr 30, 2026 |
| Optiver Holding B.V. | History | Reduced | 110,993 | 5,216 | 0.0% | 0.0% | 198 | -253,650 | -69.56% | Q1 2026 | Jun 02, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 110,867 | 5,210 | 0.12% | 0.09% | 199 | +46 | 0.04% | Q1 2026 | May 11, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 110,421 | 5,189 | 0.81% | 1.43% | 200 | -145,009 | -56.77% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 109,418 | 5,142 | 0.09% | 0.06% | 201 | +17,764 | 19.38% | Q1 2026 | Apr 20, 2026 |
| SG Americas Securities, LLC | History | Reduced | 108,934 | 5,120 | 0.01% | 0.01% | 202 | -20,694 | -15.96% | Q1 2026 | Apr 16, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 145,044 | 5,037 | 0.33% | 0.33% | 203 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ExodusPoint Capital Management, LP | History | New | 106,183 | 4,990 | 0.04% | — | 204 | +106,183 | New | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 106,117 | 4,987 | 0.17% | 0.09% | 205 | -3,369 | -3.08% | Q1 2026 | Apr 23, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 104,800 | 4,925 | 0.58% | 0.45% | 206 | -3,999 | -3.68% | Q1 2026 | Apr 17, 2026 |
| Diversified Trust Co | History | Added to | 102,973 | 4,839 | 0.09% | 0.01% | 207 | +81,876 | 388.09% | Q1 2026 | Apr 16, 2026 |
| BBR PARTNERS, LLC | History | No change | 102,594 | 4,821 | 0.27% | 0.19% | 208 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 102,176 | 4,802 | 0.07% | 0.04% | 209 | +20,065 | 24.44% | Q1 2026 | May 01, 2026 |
| Prospera Financial Services Inc | History | Reduced | 101,581 | 4,774 | 0.08% | 0.09% | 210 | -62,522 | -38.1% | Q1 2026 | Apr 14, 2026 |
| Capula Management Ltd | History | New | 100,000 | 4,700 | 0.03% | — | 211 | +100,000 | New | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 98,918 | 4,649 | 0.03% | 0.02% | 212 | -605 | -0.61% | Q1 2026 | May 05, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Reduced | 98,235 | 4,617 | 0.25% | 0.18% | 213 | -1,161 | -1.17% | Q1 2026 | Apr 13, 2026 |
| BFSG, LLC | History | Added to | 97,041 | 4,560 | 0.43% | 0.33% | 214 | +83 | 0.09% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Added to | 94,743 | 4,452 | 0.01% | 0.01% | 215 | +7,458 | 8.54% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | Added to | 94,353 | 4,434 | 0.21% | 0.15% | 216 | +732 | 0.78% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 93,777 | 4,407 | 0.05% | — | 217 | +93,777 | New | Q1 2026 | Apr 23, 2026 |
| Encore Global Management, LP | History | New | 93,750 | 4,406 | 3.08% | — | 218 | +93,750 | New | Q1 2026 | May 15, 2026 |
| MEYER HANDELMAN CO | History | Reduced | 93,256 | 4,383 | 0.14% | 0.1% | 219 | -382 | -0.41% | Q1 2026 | Apr 20, 2026 |
| Tidal Investments LLC | History | Added to | 93,052 | 4,373 | 0.01% | 0.01% | 220 | +4,504 | 5.09% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 91,447 | 4,298 | 0.04% | 0.03% | 221 | -779 | -0.84% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 90,148 | 4,237 | 0.02% | 0.03% | 222 | -111,433 | -55.28% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 89,633 | 4,212 | 0.02% | 0.02% | 223 | +10,194 | 12.83% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 85,516 | 4,019 | 0.02% | 0.01% | 224 | +49,902 | 140.12% | Q1 2026 | May 26, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 85,078 | 3,998 | 0.1% | 0.07% | 225 | +4,411 | 5.47% | Q1 2026 | Apr 29, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 84,372 | 3,965 | 0.0% | — | 226 | +84,372 | New | Q1 2026 | May 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 83,657 | 3,931 | 0.01% | 0.33% | 227 | -5,666,343 | -98.55% | Q1 2026 | May 14, 2026 |
| TrueMark Investments, LLC | History | New | 83,187 | 3,909 | 0.76% | — | 228 | +83,187 | New | Q1 2026 | Apr 20, 2026 |
| OPAL CAPITAL LLC | History | New | 83,187 | 3,909 | 0.69% | — | 229 | +83,187 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 83,119 | 3,906 | 0.06% | 0.05% | 230 | +17,814 | 27.28% | Q1 2026 | May 15, 2026 |
| Capital International Sarl | History | New | 80,054 | 3,762 | 0.06% | — | 231 | +80,054 | New | Q1 2026 | May 13, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 79,594 | 3,740 | 1.56% | 0.03% | 232 | +77,866 | 4506.13% | Q1 2026 | Apr 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 77,989 | 3,665 | 0.08% | 0.06% | 233 | -337 | -0.43% | Q1 2026 | May 14, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Added to | 76,412 | 3,591 | 1.66% | 0.68% | 234 | +50,900 | 199.51% | Q1 2026 | Apr 15, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 75,530 | 3,549 | 0.22% | 0.2% | 235 | -3,168 | -4.03% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Added to | 73,788 | 3,464 | 0.02% | 0.01% | 236 | +3,036 | 4.29% | Q1 2026 | May 15, 2026 |
| Inlight Wealth Management, LLC | History | Reduced | 73,227 | 3,441 | 1.27% | 0.96% | 237 | -2,352 | -3.11% | Q1 2026 | May 04, 2026 |
| Immersion Capital LLP | History | No change | 70,776 | 3,326 | 3.81% | 3.56% | 238 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 69,950 | 3,287 | 0.05% | 0.04% | 239 | +9,239 | 15.22% | Q1 2026 | May 18, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 67,754 | 3,184 | 0.08% | 0.06% | 240 | +640 | 0.95% | Q1 2026 | Apr 16, 2026 |
| Choate Investment Advisors | History | Added to | 67,697 | 3,181 | 0.06% | 0.05% | 241 | +1,473 | 2.22% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 65,558 | 3,081 | 0.01% | 0.01% | 242 | +5,101 | 8.44% | Q1 2026 | Apr 24, 2026 |
| Centiva Capital, LP | History | Reduced | 65,000 | 3,055 | 0.02% | 0.15% | 243 | -454,822 | -87.5% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 64,882 | 3,049 | 0.16% | 0.14% | 244 | -8,768 | -11.9% | Q1 2026 | May 07, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 64,821 | 3,046 | 0.04% | 0.03% | 245 | -11,014 | -14.52% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 62,984 | 2,960 | 0.06% | 0.05% | 246 | -5,277 | -7.73% | Q1 2026 | Apr 27, 2026 |
| Heritage Trust Co | History | Added to | 62,504 | 2,937 | 0.29% | 0.22% | 247 | +100 | 0.16% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 180,825 | 2,936 | 0.19% | 0.14% | 248 | +90,715 | 100.67% | Q1 2026 | Apr 24, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 62,406 | 2,933 | 0.11% | 0.08% | 249 | +280 | 0.45% | Q1 2026 | May 12, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | Reduced | 62,123 | 2,919 | 1.02% | 0.9% | 250 | -15,401 | -19.87% | Q1 2026 | May 15, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 61,760 | 2,903 | 1.6% | 1.21% | 251 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 61,361 | 2,883 | 0.57% | 0.45% | 252 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 60,973 | 2,866 | 0.0% | — | 253 | +60,973 | New | Q1 2026 | May 12, 2026 |
| South Dakota Investment Council | History | Reduced | 60,010 | 2,820 | 0.05% | 0.06% | 254 | -30,200 | -33.48% | Q1 2026 | May 18, 2026 |
| SHARPEPOINT LLC | History | Reduced | 59,318 | 2,787 | 1.66% | 1.29% | 255 | -2,639 | -4.26% | Q1 2026 | May 05, 2026 |
| Callan Family Office, LLC | History | Reduced | 59,183 | 2,781 | 0.06% | 0.06% | 256 | -18,224 | -23.54% | Q1 2026 | May 13, 2026 |
| Dockside LLC | History | Reduced | 59,126 | 2,778 | 0.7% | 0.76% | 257 | -26,468 | -30.92% | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 59,077 | 2,776 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 58,346 | 2,742 | 0.07% | 0.04% | 259 | -1,477 | -2.47% | Q1 2026 | May 11, 2026 |
| Smith Group Asset Management, LLC | History | Added to | 57,860 | 2,719 | 0.14% | 0.09% | 260 | +7,980 | 16.0% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 56,685 | 2,664 | 0.01% | 0.01% | 261 | -12,022 | -17.5% | Q1 2026 | May 14, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 56,687 | 2,664 | 0.79% | 0.59% | 262 | +237 | 0.42% | Q1 2026 | Apr 24, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 55,549 | 2,610 | 0.0% | 0.0% | 263 | +4,556 | 8.93% | Q1 2026 | May 15, 2026 |
| Hedges Asset Management LLC | History | No change | 75,067 | 2,607 | 1.84% | 1.84% | 264 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Harvest Portfolios Group Inc. | History | Added to | 55,027 | 2,586 | 0.04% | 0.03% | 265 | +3,097 | 5.96% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 54,112 | 2,543 | 0.01% | 0.01% | 266 | +18,079 | 50.17% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 53,699 | 2,523 | 0.02% | 0.01% | 267 | +9,852 | 22.47% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 53,635 | 2,520 | 0.18% | 0.14% | 268 | -2,824 | -5.0% | Q1 2026 | May 05, 2026 |
| Insight Inv LLC | History | Added to | 52,921 | 2,487 | 1.36% | 1.01% | 269 | +1,275 | 2.47% | Q1 2026 | Apr 27, 2026 |
| Naviter Wealth, LLC | History | Added to | 52,707 | 2,477 | 0.31% | 0.23% | 270 | +2,667 | 5.33% | Q1 2026 | Apr 10, 2026 |
| Mutual Advisors, LLC | History | Reduced | 51,848 | 2,436 | 0.05% | 0.04% | 271 | -957 | -1.81% | Q1 2026 | May 01, 2026 |
| Graham Capital Management, L.P. | History | Added to | 51,802 | 2,434 | 0.06% | 0.01% | 272 | +38,542 | 290.66% | Q1 2026 | May 15, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 51,686 | 2,429 | 0.05% | 0.04% | 273 | -78 | -0.15% | Q1 2026 | May 12, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | No change | 51,466 | 2,418 | 0.65% | 0.5% | 274 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 51,397 | 2,415 | 0.0% | 0.0% | 275 | +3,255 | 6.76% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 51,652 | 2,384 | 0.02% | 0.01% | 276 | +12,843 | 33.09% | Q1 2026 | Apr 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 50,572 | 2,376 | 0.01% | 0.01% | 277 | -596 | -1.16% | Q1 2026 | Apr 30, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 50,529 | 2,374 | 0.03% | 0.02% | 278 | +2,432 | 5.06% | Q1 2026 | May 13, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 50,480 | 2,372 | 0.07% | 0.05% | 279 | -1,330 | -2.57% | Q1 2026 | May 14, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 50,202 | 2,359 | 0.56% | 0.43% | 280 | -1,000 | -1.95% | Q1 2026 | Apr 28, 2026 |
| Phoenix Financial Ltd. | History | No change | 50,000 | 2,350 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 49,707 | 2,336 | 0.37% | — | 282 | +49,707 | New | Q1 2026 | Apr 09, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 49,039 | 2,304 | 0.94% | 0.68% | 283 | +1,452 | 3.05% | Q1 2026 | Apr 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 48,953 | 2,300 | 0.12% | 0.09% | 284 | +368 | 0.76% | Q1 2026 | Apr 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 48,731 | 2,290 | 0.0% | 0.0% | 285 | +39,881 | 450.63% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 65,087 | 2,260 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 47,492 | 2,232 | 0.01% | 0.23% | 287 | -4,889,282 | -99.04% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 46,370 | 2,179 | 0.02% | 0.02% | 288 | -14,568 | -23.91% | Q1 2026 | May 13, 2026 |
| Aviso Financial Inc. | History | Added to | 46,120 | 2,167 | 0.08% | 0.05% | 290 | +8,690 | 23.22% | Q1 2026 | May 13, 2026 |
| Autumn Glory Partners, LLC | History | No change | 46,121 | 2,167 | 0.8% | 0.56% | 289 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 45,806 | 2,152 | 0.05% | — | 292 | +45,806 | New | Q1 2026 | Apr 27, 2026 |
| CHOREO, LLC | History | Reduced | 45,800 | 2,152 | 0.03% | 0.02% | 291 | -467 | -1.01% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 45,719 | 2,148 | 0.02% | 0.01% | 293 | -7,095 | -13.43% | Q1 2026 | Apr 15, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 45,626 | 2,144 | 0.27% | 0.22% | 294 | -1,320 | -2.81% | Q1 2026 | Apr 16, 2026 |
| Allworth Financial LP | History | Added to | 45,584 | 2,142 | 0.01% | 0.01% | 295 | +5,160 | 12.76% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 45,572 | 2,141 | 0.02% | 0.01% | 296 | +19,918 | 77.64% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 45,532 | 2,140 | 0.1% | 0.07% | 297 | +4,731 | 11.6% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 45,470 | 2,137 | 0.02% | 0.02% | 298 | +84 | 0.19% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 45,183 | 2,123 | 0.09% | 0.07% | 299 | -5,080 | -10.11% | Q1 2026 | May 08, 2026 |
| Avior Wealth Management, LLC | History | Added to | 44,580 | 2,095 | 0.06% | 0.05% | 300 | +661 | 1.51% | Q1 2026 | Apr 09, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 44,018 | 2,068 | 0.03% | 0.02% | 301 | -11,554 | -20.79% | Q1 2026 | Apr 21, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 59,338 | 2,060 | 0.0% | — | 302 | +59,338 | New | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 43,125 | 2,026 | 0.04% | 0.03% | 303 | +3,499 | 8.83% | Q1 2026 | May 14, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 42,934 | 2,017 | 0.94% | 0.72% | 304 | -998 | -2.27% | Q1 2026 | Apr 08, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Reduced | 42,903 | 2,016 | 0.79% | 0.67% | 305 | -8,608 | -16.71% | Q1 2026 | Apr 22, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 42,262 | 1,986 | 0.05% | 0.04% | 306 | -3,519 | -7.69% | Q1 2026 | Apr 27, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 42,059 | 1,976 | 0.04% | 0.03% | 307 | +731 | 1.77% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 54,846 | 1,904 | 0.04% | 0.04% | 308 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Savant Capital, LLC | History | Added to | 38,884 | 1,827 | 0.01% | 0.01% | 309 | +5,135 | 15.22% | Q1 2026 | May 04, 2026 |
| Wealthstar Advisors, LLC | History | New | 38,702 | 1,819 | 0.85% | — | 310 | +38,702 | New | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 38,668 | 1,817 | 0.02% | 0.02% | 311 | -6,244 | -13.9% | Q1 2026 | Apr 20, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 38,457 | 1,807 | 0.07% | 0.04% | 312 | +4,954 | 14.79% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 38,280 | 1,799 | 0.01% | 0.01% | 313 | +1,100 | 2.96% | Q1 2026 | Apr 27, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 37,750 | 1,774 | 0.01% | 0.01% | 314 | -14,131 | -27.24% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 37,719 | 1,772 | 0.02% | 0.02% | 315 | -1,181 | -3.04% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 37,566 | 1,765 | 0.01% | 0.01% | 316 | +2,778 | 7.99% | Q1 2026 | May 15, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | No change | 37,525 | 1,763 | 0.11% | 0.07% | 317 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 37,132 | 1,745 | 0.08% | 0.06% | 318 | -1,133 | -2.96% | Q1 2026 | May 05, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 37,047 | 1,741 | 0.03% | 0.02% | 319 | -18 | -0.05% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 36,652 | 1,723 | 0.01% | 0.01% | 320 | -1,974 | -5.11% | Q1 2026 | Apr 07, 2026 |
| CSS LLC/IL | History | Added to | 36,641 | 1,722 | 0.08% | 0.03% | 321 | +17,418 | 90.61% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 36,632 | 1,721 | 0.06% | 0.04% | 322 | +6,056 | 19.81% | Q1 2026 | May 13, 2026 |
| Atlas Brown,Inc. | History | Reduced | 36,555 | 1,718 | 0.52% | 0.38% | 323 | -166 | -0.45% | Q1 2026 | Apr 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 36,091 | 1,696 | 0.08% | 0.06% | 324 | -883 | -2.39% | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 35,551 | 1,670 | 0.03% | 0.02% | 325 | +141 | 0.4% | Q1 2026 | Apr 22, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 34,382 | 1,615 | 0.01% | 0.01% | 326 | -2,022 | -5.55% | Q1 2026 | May 05, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 34,133 | 1,604 | 0.05% | 0.04% | 327 | +163 | 0.48% | Q1 2026 | May 07, 2026 |
| Lido Advisors, LLC | History | Added to | 34,017 | 1,598 | 0.0% | 0.0% | 328 | +10,028 | 41.8% | Q1 2026 | May 13, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Added to | 158,820 | 1,585 | 0.08% | 0.02% | 329 | +150,820 | 1885.25% | Q1 2026 | Apr 15, 2026 |
| BURNEY CO/ | History | Reduced | 33,546 | 1,576 | 0.05% | 0.05% | 330 | -8,912 | -20.99% | Q1 2026 | Apr 29, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 33,500 | 1,574 | 0.06% | 0.04% | 331 | -2,400 | -6.69% | Q1 2026 | May 06, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 32,957 | 1,548 | 0.12% | 0.09% | 332 | -2,247 | -6.38% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 32,343 | 1,520 | 0.02% | 0.0% | 333 | +19,612 | 154.05% | Q1 2026 | May 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 32,037 | 1,505 | 0.12% | 0.09% | 334 | -995 | -3.01% | Q1 2026 | May 28, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 31,836 | 1,496 | 0.02% | 0.02% | 335 | -204 | -0.64% | Q1 2026 | Apr 07, 2026 |
| CAPITAL INTERNATIONAL LTD /CA/ | History | New | 31,800 | 1,494 | 0.06% | — | 336 | +31,800 | New | Q1 2026 | May 13, 2026 |
| KEMPNER CAPITAL MANAGEMENT INC. | History | No change | 42,273 | 1,490 | 1.41% | 1.41% | 337 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| United Community Bank | History | Added to | 31,536 | 1,482 | 0.49% | 0.39% | 338 | +2,080 | 7.06% | Q1 2026 | Apr 24, 2026 |
| Abundance Wealth Counselors | History | Reduced | 31,240 | 1,468 | 0.21% | 0.19% | 339 | -1,104 | -3.41% | Q1 2026 | Apr 22, 2026 |
| Independent Advisor Alliance | History | Reduced | 31,218 | 1,467 | 0.02% | 0.03% | 340 | -5,512 | -15.01% | Q1 2026 | May 12, 2026 |
| Douglass Winthrop Advisors, LLC | History | Added to | 30,669 | 1,441 | 0.03% | 0.02% | 341 | +350 | 1.15% | Q1 2026 | May 13, 2026 |
| Midwest Trust Co | History | Reduced | 30,572 | 1,436 | 0.02% | 0.01% | 342 | -2,884 | -8.62% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | Added to | 30,523 | 1,434 | 0.01% | 0.01% | 343 | +18,806 | 160.5% | Q1 2026 | May 06, 2026 |
| Rossmore Private Capital | History | No change | 30,300 | 1,424 | 0.12% | 0.09% | 344 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Templeton & Phillips Capital Management, LLC | History | New | 30,280 | 1,423 | 1.16% | — | 345 | +30,280 | New | Q1 2026 | May 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 30,103 | 1,415 | 0.03% | 0.02% | 346 | +2,349 | 8.46% | Q1 2026 | May 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 29,998 | 1,409 | 0.04% | 0.03% | 347 | +2,449 | 8.89% | Q1 2026 | May 07, 2026 |
| Lantz Financial LLC | History | Added to | 29,898 | 1,405 | 0.29% | 0.22% | 348 | +159 | 0.53% | Q1 2026 | Apr 09, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 29,806 | 1,400 | 0.1% | 0.07% | 349 | -1,791 | -5.67% | Q1 2026 | May 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 29,724 | 1,397 | 0.03% | 0.02% | 350 | +2,359 | 8.62% | Q1 2026 | Jun 02, 2026 |
| Malaga Cove Capital, LLC | History | Reduced | 29,554 | 1,389 | 0.5% | 0.39% | 351 | -3,063 | -9.39% | Q1 2026 | May 07, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 29,982 | 1,384 | 0.02% | 0.02% | 352 | -3,229 | -9.72% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 28,720 | 1,380 | 0.02% | 0.01% | 353 | -5,363 | -15.74% | Q1 2026 | Apr 28, 2026 |
| Parrish Capital LLC | History | Added to | 29,091 | 1,367 | 1.22% | 0.88% | 354 | +999 | 3.56% | Q1 2026 | Apr 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 29,037 | 1,364 | 0.02% | 0.01% | 355 | -5,279 | -15.38% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 38,993 | 1,354 | 0.02% | 0.02% | 356 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Reduced | 28,668 | 1,347 | 0.02% | 0.02% | 357 | -11,153 | -28.01% | Q1 2026 | May 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 28,596 | 1,343 | 0.0% | 0.0% | 358 | +8,449 | 41.94% | Q1 2026 | May 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 28,493 | 1,339 | 0.01% | 0.01% | 359 | -184 | -0.64% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Added to | 28,489 | 1,338 | 0.04% | 0.02% | 360 | +4,044 | 16.54% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 28,974 | 1,337 | 0.09% | 0.07% | 361 | -1,332 | -4.4% | Q1 2026 | May 01, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 28,431 | 1,336 | 0.04% | 0.02% | 362 | +8,031 | 39.37% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 28,240 | 1,327 | 0.04% | 0.03% | 363 | -1,491 | -5.01% | Q1 2026 | May 14, 2026 |
| Poehling Capital Management, INC. | History | Reduced | 28,216 | 1,326 | 0.28% | 0.2% | 364 | -83 | -0.29% | Q1 2026 | Apr 21, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 28,070 | 1,319 | 0.02% | 0.02% | 365 | +281 | 1.01% | Q1 2026 | May 15, 2026 |
| Manske Wealth Management | History | Reduced | 27,961 | 1,314 | 0.37% | 0.3% | 366 | -1,070 | -3.69% | Q1 2026 | Apr 30, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 27,773 | 1,305 | 0.1% | 0.13% | 367 | -14,561 | -34.4% | Q1 2026 | May 13, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 27,613 | 1,297 | 0.58% | 0.36% | 368 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Solstein Capital, LLC | History | Added to | 27,538 | 1,294 | 0.53% | 0.31% | 369 | +5,498 | 24.95% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 27,511 | 1,293 | 0.01% | 0.01% | 370 | -1,139 | -3.98% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Reduced | 27,336 | 1,284 | 0.04% | 0.03% | 371 | -1,213 | -4.25% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | Added to | 27,302 | 1,283 | 0.02% | 0.01% | 372 | +1,111 | 4.24% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 27,234 | 1,279 | 0.01% | 0.01% | 373 | +852 | 3.23% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 27,080 | 1,272 | 0.04% | 0.03% | 374 | +229 | 0.85% | Q1 2026 | May 06, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 26,688 | 1,254 | 0.12% | 0.09% | 375 | +151 | 0.57% | Q1 2026 | Apr 09, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 26,596 | 1,250 | 0.07% | 0.04% | 377 | +5,521 | 26.2% | Q1 2026 | Apr 21, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 26,613 | 1,250 | 0.04% | 0.04% | 376 | -4,332 | -14.0% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 26,596 | 1,250 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| First American Bank | History | Added to | 26,494 | 1,245 | 0.08% | 0.05% | 379 | +546 | 2.1% | Q1 2026 | Apr 20, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 26,275 | 1,234 | 0.5% | 0.36% | 381 | +1,396 | 5.61% | Q1 2026 | Apr 24, 2026 |
| Chicago Capital, LLC | History | No change | 26,276 | 1,234 | 0.03% | 0.02% | 380 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| 1ST SOURCE BANK | History | Reduced | 26,200 | 1,231 | 0.06% | 0.05% | 382 | -781 | -2.89% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 25,919 | 1,227 | 0.04% | 0.03% | 383 | +355 | 1.39% | Q1 2026 | May 15, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 25,909 | 1,217 | 0.13% | 0.11% | 384 | -2,513 | -8.84% | Q1 2026 | Apr 29, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 25,772 | 1,211 | 0.04% | 0.03% | 385 | -1,322 | -4.88% | Q1 2026 | Apr 21, 2026 |
| AWM CAPITAL, LLC | History | Added to | 25,685 | 1,207 | 0.11% | 0.08% | 386 | +5 | 0.02% | Q1 2026 | May 12, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 25,657 | 1,205 | 0.19% | 0.15% | 387 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Argyle Capital Management, LLC | History | No change | 25,407 | 1,194 | 0.39% | 0.29% | 388 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 25,304 | 1,189 | 0.02% | 0.02% | 389 | -84 | -0.33% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 25,128 | 1,181 | 0.06% | 0.04% | 390 | +1,083 | 4.5% | Q1 2026 | Apr 23, 2026 |
| VestGen Advisors, LLC | History | Added to | 26,598 | 1,180 | 0.03% | 0.04% | 391 | +1,983 | 8.06% | Q1 2026 | May 14, 2026 |
| Bridgewater Associates, LP | History | Reduced | 24,939 | 1,172 | 0.01% | 0.06% | 392 | -472,160 | -94.98% | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 24,907 | 1,170 | 0.03% | 0.02% | 393 | -4,920 | -16.5% | Q1 2026 | May 08, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 24,859 | 1,168 | 0.01% | 0.01% | 394 | -1,300 | -4.97% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Added to | 24,665 | 1,159 | 0.02% | 0.02% | 395 | +1,889 | 8.29% | Q1 2026 | Apr 17, 2026 |
| Intrua Financial, LLC | History | Reduced | 24,601 | 1,156 | 0.12% | 0.1% | 396 | -2,601 | -9.56% | Q1 2026 | Apr 23, 2026 |
| Oak Harvest Investment Services | History | Added to | 24,600 | 1,156 | 0.12% | 0.09% | 397 | +1,109 | 4.72% | Q1 2026 | Apr 22, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 24,525 | 1,152 | 0.4% | 0.18% | 398 | +10,045 | 69.37% | Q1 2026 | Apr 29, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 24,417 | 1,147 | 0.04% | 0.03% | 399 | -218 | -0.88% | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Reduced | 24,207 | 1,137 | 0.01% | 0.01% | 400 | -7,733 | -24.21% | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 25,562 | 1,135 | 0.08% | 0.08% | 401 | -4,622 | -15.31% | Q1 2026 | May 12, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 24,100 | 1,132 | 0.49% | 0.34% | 402 | -10,400 | -30.14% | Q1 2026 | Apr 15, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 23,919 | 1,124 | 0.05% | 0.13% | 403 | -54,116 | -69.35% | Q1 2026 | May 14, 2026 |
| Herold Advisors, Inc. | History | Reduced | 23,672 | 1,112 | 0.24% | 0.18% | 404 | -62 | -0.26% | Q1 2026 | May 14, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 23,633 | 1,110 | 0.49% | 0.16% | 405 | +13,777 | 139.78% | Q1 2026 | May 04, 2026 |
| Summit Trail Advisors, LLC | History | New | 23,540 | 1,106 | 0.02% | — | 406 | +23,540 | New | Q1 2026 | May 12, 2026 |
| SIH Partners, LLLP | History | Reduced | 23,500 | 1,104 | 0.01% | 0.04% | 407 | -39,900 | -62.93% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 23,256 | 1,094 | 0.0% | 0.0% | 408 | +10,578 | 83.44% | Q1 2026 | May 01, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 23,235 | 1,092 | 0.2% | — | 409 | +23,217 | 128983.33% | Q1 2026 | May 11, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Added to | 22,979 | 1,080 | 0.46% | 0.32% | 410 | +772 | 3.48% | Q1 2026 | Apr 29, 2026 |
| Future Fund LLC | History | Added to | 22,923 | 1,077 | 0.38% | 0.25% | 411 | +148 | 0.65% | Q1 2026 | May 06, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 23,154 | 1,072 | 0.06% | 0.05% | 412 | -4,969 | -17.67% | Q1 2026 | May 12, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 22,667 | 1,065 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WESBANCO BANK INC | History | Reduced | 22,522 | 1,058 | 0.03% | 0.02% | 414 | -161 | -0.71% | Q1 2026 | Apr 21, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 22,301 | 1,048 | 0.03% | 0.03% | 415 | -4,444 | -16.62% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 22,100 | 1,038 | 0.01% | 0.0% | 416 | +9,537 | 75.91% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 21,964 | 1,032 | 0.03% | 0.02% | 417 | +1,884 | 9.38% | Q1 2026 | May 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 21,860 | 1,027 | 0.02% | 0.02% | 418 | +441 | 2.06% | Q1 2026 | Apr 30, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 21,759 | 1,022 | 0.03% | 0.02% | 419 | -270 | -1.23% | Q1 2026 | May 01, 2026 |
| Horizon Investment Services, LLC | History | Reduced | 21,705 | 1,020 | 0.35% | 0.27% | 420 | -150 | -0.69% | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | Reduced | 21,687 | 1,019 | 0.02% | 0.01% | 422 | -564 | -2.53% | Q1 2026 | Apr 27, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | No change | 21,700 | 1,019 | 0.14% | 0.1% | 421 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Second Line Capital, LLC | History | Added to | 21,427 | 1,015 | 0.19% | 0.08% | 424 | +9,610 | 81.32% | Q1 2026 | May 14, 2026 |
| King Wealth Management Group | History | No change | 21,600 | 1,015 | 0.13% | 0.09% | 423 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 21,431 | 1,007 | 0.01% | 0.01% | 425 | -23 | -0.11% | Q1 2026 | Apr 13, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | No change | 21,366 | 1,004 | 0.72% | 0.62% | 426 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Archer Investment Corp | History | Added to | 21,323 | 1,002 | 0.21% | 0.14% | 427 | +3,621 | 20.46% | Q1 2026 | May 04, 2026 |
| Empowered Funds, LLC | History | New | 21,239 | 998 | 0.01% | — | 428 | +21,239 | New | Q1 2026 | May 14, 2026 |
| Gallacher Capital Management LLC | History | Added to | 21,003 | 987 | 0.38% | 0.26% | 429 | +1,800 | 9.37% | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | Added to | 20,993 | 986 | 0.07% | 0.07% | 430 | +8,101 | 62.84% | Q1 2026 | Apr 28, 2026 |
| SCS Capital Management LLC | History | Reduced | 20,705 | 973 | 0.01% | 0.01% | 431 | -4,698 | -18.49% | Q1 2026 | May 11, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 20,930 | 970 | 0.18% | 0.15% | 432 | +715 | 3.54% | Q1 2026 | Apr 29, 2026 |
| Avantra Family Wealth, Inc. | History | Reduced | 20,627 | 969 | 0.72% | 0.95% | 433 | -16,893 | -45.02% | Q1 2026 | Apr 22, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 20,413 | 959 | 0.08% | 0.06% | 434 | -741 | -3.5% | Q1 2026 | Apr 01, 2026 |
| Cherokee Insurance Co | History | No change | 19,854 | 933 | 0.35% | 0.28% | 435 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 19,612 | 921 | 0.04% | 0.03% | 436 | +2,192 | 12.58% | Q1 2026 | Apr 28, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 19,563 | 919 | 0.0% | 0.0% | 437 | -1,944 | -9.04% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 19,349 | 909 | 0.03% | 0.03% | 438 | -718 | -3.58% | Q1 2026 | May 19, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 19,328 | 908 | 0.2% | 0.16% | 440 | -735 | -3.66% | Q1 2026 | May 13, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 19,325 | 908 | 0.1% | 0.07% | 439 | -65 | -0.34% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Reduced | 19,309 | 907 | 0.01% | 0.01% | 441 | -5,448 | -22.01% | Q1 2026 | May 05, 2026 |
| NICOLET BANKSHARES INC | History | New | 19,391 | 899 | 0.03% | — | 442 | +19,391 | New | Q1 2026 | May 14, 2026 |
| Capital International, Inc./CA/ | History | New | 19,100 | 897 | 0.01% | — | 443 | +19,100 | New | Q1 2026 | May 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 19,009 | 893 | 0.01% | 0.01% | 444 | -1,583 | -7.69% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 18,957 | 890 | 0.0% | 0.0% | 445 | +1,191 | 6.7% | Q1 2026 | May 05, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 18,946 | 890 | 0.02% | 0.01% | 446 | +634 | 3.46% | Q1 2026 | Apr 29, 2026 |
| EASTERN BANK | History | Reduced | 18,893 | 887 | 0.02% | 0.01% | 447 | -529 | -2.72% | Q1 2026 | Apr 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 18,750 | 881 | 0.06% | 0.05% | 448 | -1,763 | -8.59% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 18,625 | 875 | 0.03% | 0.02% | 449 | -376 | -1.98% | Q1 2026 | May 12, 2026 |
| Permanent Capital Management, LP | History | Reduced | 18,426 | 873 | 0.14% | 0.19% | 451 | -9,567 | -34.18% | Q1 2026 | May 14, 2026 |
| Nilsine Partners, LLC | History | Reduced | 18,997 | 873 | 0.07% | 0.06% | 450 | -1,154 | -5.73% | Q1 2026 | Apr 29, 2026 |
| Texas Yale Capital Corp. | History | No change | 18,441 | 866 | 0.02% | 0.02% | 452 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 18,379 | 863 | 0.03% | 0.02% | 453 | -2,861 | -13.47% | Q1 2026 | Apr 24, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 18,311 | 860 | 0.0% | — | 454 | +18,311 | New | Q1 2026 | May 12, 2026 |
| Regal Investment Advisors LLC | History | Added to | 18,275 | 858 | 0.05% | 0.03% | 455 | +5,606 | 44.25% | Q1 2026 | May 14, 2026 |
| Northstar Financial Companies, Inc. | History | Reduced | 18,225 | 856 | 0.68% | 0.86% | 459 | -12,878 | -41.4% | Q1 2026 | May 05, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 18,213 | 856 | 0.01% | 0.01% | 458 | -5,829 | -24.25% | Q1 2026 | Apr 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 18,222 | 856 | 0.02% | 0.02% | 457 | -3,680 | -16.8% | Q1 2026 | Apr 07, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 18,223 | 856 | 0.04% | 0.03% | 456 | +203 | 1.13% | Q1 2026 | May 04, 2026 |
| Csenge Advisory Group | History | Reduced | 18,144 | 852 | 0.04% | 0.03% | 460 | -236 | -1.28% | Q1 2026 | Apr 30, 2026 |
| R Squared Ltd | History | New | 18,114 | 851 | 0.47% | — | 461 | +18,114 | New | Q1 2026 | Apr 29, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 17,869 | 839 | 0.04% | 0.03% | 462 | +4 | 0.02% | Q1 2026 | Apr 15, 2026 |
| Trust Point Inc. | History | Added to | 17,397 | 817 | 0.07% | 0.04% | 463 | +2,458 | 16.45% | Q1 2026 | Apr 15, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 17,151 | 806 | 0.08% | 0.06% | 464 | +880 | 5.41% | Q1 2026 | Apr 22, 2026 |
| North Star Investment Management Corp. | History | Added to | 17,085 | 802 | 0.05% | 0.04% | 465 | +19 | 0.11% | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | Reduced | 16,939 | 796 | 0.01% | 0.01% | 466 | -1,365 | -7.46% | Q1 2026 | May 15, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 16,901 | 794 | 0.82% | 0.72% | 467 | -2,875 | -14.54% | Q1 2026 | Apr 23, 2026 |
| COURIER CAPITAL LLC | History | Added to | 16,890 | 793 | 0.04% | 0.03% | 468 | +516 | 3.15% | Q1 2026 | Apr 23, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 16,778 | 788 | 0.01% | 0.01% | 469 | -4,100 | -19.64% | Q1 2026 | Apr 27, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 16,759 | 787 | 0.11% | 0.14% | 470 | -9,468 | -36.1% | Q1 2026 | May 14, 2026 |
| Left Brain Wealth Management, LLC | History | No change | 16,753 | 787 | 0.31% | 0.2% | 471 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Abel Hall, LLC | History | Reduced | 16,719 | 785 | 0.17% | 0.17% | 473 | -4,854 | -22.5% | Q1 2026 | Apr 28, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 16,714 | 785 | 0.15% | 0.17% | 472 | -4,365 | -20.71% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | New | 16,697 | 784 | 0.01% | — | 474 | +16,697 | New | Q1 2026 | Apr 10, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 16,670 | 783 | 0.52% | 0.38% | 475 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Gibbs Wealth Management | History | New | 16,621 | 781 | 0.1% | — | 476 | +16,621 | New | Q1 2026 | May 13, 2026 |
| ARS Investment Partners, LLC | History | No change | 16,600 | 780 | 0.04% | 0.03% | 477 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 16,561 | 778 | 0.01% | 0.01% | 478 | -717 | -4.15% | Q1 2026 | Apr 21, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 16,387 | 770 | 0.01% | 0.01% | 479 | -1,579 | -8.79% | Q1 2026 | May 01, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | Reduced | 16,355 | 768 | 0.19% | 0.15% | 480 | -950 | -5.49% | Q1 2026 | Apr 16, 2026 |
| BESSEMER GROUP INC | History | Reduced | 16,342 | 768 | 0.0% | 0.0% | 481 | -669 | -3.93% | Q1 2026 | May 06, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 16,167 | 759 | 0.02% | 0.02% | 482 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 15,912 | 747 | 0.05% | 0.04% | 483 | -131 | -0.82% | Q1 2026 | Apr 16, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 15,863 | 745 | 0.41% | 0.27% | 484 | +116 | 0.74% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Reduced | 15,847 | 740 | 0.02% | 0.06% | 486 | -38,740 | -70.97% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 15,758 | 740 | 0.0% | 0.0% | 485 | +674 | 4.47% | Q1 2026 | May 01, 2026 |
| Bellevue Group AG | History | New | 15,644 | 735 | 0.02% | — | 487 | +15,644 | New | Q1 2026 | May 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 15,638 | 734 | 0.01% | 0.01% | 490 | +2,609 | 20.02% | Q1 2026 | May 07, 2026 |
| Wellington Shields & Co., LLC | History | Reduced | 15,619 | 734 | 0.19% | 0.14% | 488 | -1,000 | -6.02% | Q1 2026 | May 04, 2026 |
| SVB WEALTH LLC | History | Reduced | 15,637 | 734 | 0.05% | 0.03% | 489 | -310 | -1.94% | Q1 2026 | Apr 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 15,612 | 733 | 0.02% | 0.02% | 491 | -933 | -5.64% | Q1 2026 | Apr 08, 2026 |
| Summit Financial, LLC | History | Reduced | 15,469 | 727 | 0.01% | 0.01% | 492 | -2,398 | -13.42% | Q1 2026 | May 15, 2026 |
| GRANDFIELD & DODD, LLC | History | Added to | 15,431 | 725 | 0.04% | 0.02% | 493 | +2,826 | 22.42% | Q1 2026 | May 07, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Reduced | 15,416 | 724 | 0.33% | 0.52% | 494 | -3,347 | -17.84% | Q1 2026 | Apr 22, 2026 |
| Mill Capital Management, LLC | History | Reduced | 15,416 | 724 | 0.06% | 0.04% | 495 | -588 | -3.67% | Q1 2026 | May 04, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 15,302 | 719 | 0.06% | 0.04% | 496 | -742 | -4.62% | Q1 2026 | May 07, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 15,254 | 716 | 0.17% | 0.13% | 497 | +196 | 1.3% | Q1 2026 | Apr 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 15,225 | 715 | 0.02% | 0.01% | 498 | +3,399 | 28.74% | Q1 2026 | May 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 15,182 | 714 | 0.03% | 0.02% | 499 | +163 | 1.09% | Q1 2026 | May 18, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 15,156 | 712 | 0.01% | 0.01% | 500 | -8,141 | -34.94% | Q1 2026 | May 15, 2026 |
| Alessandra Capital Management, LLC | History | Added to | 15,134 | 711 | 0.61% | 0.44% | 501 | +851 | 5.96% | Q1 2026 | Apr 30, 2026 |
| ClearAlpha Technologies LP | History | New | 15,032 | 706 | 1.45% | — | 502 | +15,032 | New | Q1 2026 | May 15, 2026 |
| Straight Path Wealth Management | History | No change | 15,000 | 705 | 0.19% | 0.14% | 503 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 14,961 | 703 | 0.21% | 0.17% | 504 | +550 | 3.82% | Q1 2026 | Apr 21, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 14,857 | 698 | 0.08% | 0.04% | 505 | +4,223 | 39.71% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 14,861 | 698 | 0.02% | 0.02% | 506 | +684 | 4.82% | Q1 2026 | May 15, 2026 |
| Landmark Wealth Management, LLC | History | New | 14,800 | 695 | 0.19% | — | 507 | +14,800 | New | Q1 2026 | Apr 29, 2026 |
| DV Trading LLC | History | New | 14,769 | 694 | 0.02% | — | 509 | +14,769 | New | Q1 2026 | May 15, 2026 |
| Miller Global Investments, LLC | History | Reduced | 14,769 | 694 | 0.64% | 0.48% | 508 | -559 | -3.65% | Q1 2026 | Apr 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 14,729 | 692 | 0.02% | 0.01% | 510 | +257 | 1.78% | Q1 2026 | May 15, 2026 |
| West Family Investments, Inc. | History | Reduced | 14,691 | 690 | 0.24% | 0.12% | 511 | -424 | -2.81% | Q1 2026 | May 07, 2026 |
| Glenview Trust Co | History | Reduced | 14,574 | 684 | 0.01% | 0.01% | 512 | -859 | -5.57% | Q1 2026 | May 08, 2026 |
| BAXTER BROS INC | History | No change | 14,472 | 680 | 0.08% | 0.06% | 513 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 14,462 | 679 | 0.01% | 0.01% | 514 | +1,705 | 13.37% | Q1 2026 | May 11, 2026 |
| Finward Bancorp | History | No change | 14,438 | 678 | 0.54% | 0.39% | 515 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| WRIGHT INVESTORS SERVICE INC | History | Added to | 14,363 | 675 | 0.21% | 0.15% | 516 | +66 | 0.46% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 19,316 | 673 | 0.0% | 0.0% | 517 | -1,318 | -6.39% | Q1 2026 | May 15, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 14,236 | 669 | 0.18% | 0.13% | 518 | +122 | 0.86% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 14,151 | 665 | 0.07% | 0.07% | 520 | -4,050 | -22.25% | Q1 2026 | May 11, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 14,157 | 665 | 0.03% | 0.02% | 519 | +3,270 | 30.04% | Q1 2026 | Apr 21, 2026 |
| PCM Encore, LLC | History | Added to | 14,087 | 662 | 0.14% | 0.1% | 522 | +823 | 6.2% | Q1 2026 | May 12, 2026 |
| MidFirst Bank | History | Reduced | 14,099 | 662 | 0.05% | 0.04% | 521 | -149 | -1.05% | Q1 2026 | May 15, 2026 |
| GREENLEAF TRUST | History | Added to | 14,033 | 659 | 0.01% | 0.0% | 523 | +70 | 0.5% | Q1 2026 | Apr 27, 2026 |
| Winning Points Advisors, LLC | History | No change | 18,972 | 659 | 0.7% | 0.7% | 524 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HM PAYSON & CO | History | No change | 14,000 | 658 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 13,934 | 654 | 0.01% | 0.01% | 526 | -4,733 | -25.35% | Q1 2026 | Apr 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 13,823 | 649 | 0.07% | 0.1% | 527 | -14,651 | -51.45% | Q1 2026 | Apr 15, 2026 |
| Independence Bank of Kentucky | History | Reduced | 13,786 | 647 | 0.08% | 0.06% | 528 | -1,088 | -7.31% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 13,755 | 646 | 0.01% | 0.01% | 529 | +138 | 1.01% | Q1 2026 | May 13, 2026 |
| Allen Capital Group, LLC | History | Added to | 13,724 | 645 | 0.06% | 0.04% | 530 | +186 | 1.37% | Q1 2026 | May 27, 2026 |
| Busey Bank | History | Reduced | 13,630 | 640 | 0.02% | 0.01% | 531 | -2,494 | -15.47% | Q1 2026 | Apr 28, 2026 |
| Van Diest Capital, LLC | History | New | 13,458 | 632 | 0.5% | — | 532 | +13,458 | New | Q1 2026 | May 15, 2026 |
| Balboa Wealth Partners | History | No change | 13,431 | 631 | 0.11% | 0.08% | 533 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sowell Financial Services LLC | History | Reduced | 13,410 | 630 | 0.02% | 0.02% | 534 | -1,281 | -8.72% | Q1 2026 | Apr 20, 2026 |
| Burford Brothers, Inc. | History | No change | 13,352 | 627 | 0.26% | 0.19% | 535 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cooper Financial Group | History | Reduced | 13,305 | 625 | 0.06% | 0.06% | 536 | -1,984 | -12.98% | Q1 2026 | Apr 07, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Reduced | 13,280 | 624 | 0.12% | 0.11% | 537 | -2,400 | -15.31% | Q1 2026 | Apr 22, 2026 |
| CANTOR FITZGERALD, L. P. | History | New | 13,126 | 617 | 0.01% | — | 538 | +13,126 | New | Q1 2026 | May 15, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 13,101 | 615 | 0.01% | 0.0% | 539 | +2,131 | 19.43% | Q1 2026 | May 05, 2026 |
| Jacobi Capital Management LLC | History | Added to | 13,047 | 613 | 0.03% | 0.02% | 540 | +4,721 | 56.7% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 13,052 | 613 | 0.01% | 0.01% | 541 | -1,049 | -7.44% | Q1 2026 | May 15, 2026 |
| COWA, LLC | History | Reduced | 13,000 | 611 | 0.16% | 0.14% | 543 | -300 | -2.26% | Q1 2026 | May 14, 2026 |
| Bay Rivers Group | History | No change | 13,000 | 611 | 0.25% | 0.18% | 542 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Edge Wealth Management LLC | History | Reduced | 12,974 | 609 | 0.1% | 0.09% | 544 | -1,491 | -10.31% | Q1 2026 | Apr 20, 2026 |
| Sovran Advisors, LLC | History | Added to | 12,761 | 604 | 0.05% | 0.04% | 545 | +973 | 8.25% | Q1 2026 | May 01, 2026 |
| Aegis Wealth Management LLC | History | Added to | 12,840 | 603 | 0.34% | 0.23% | 546 | +1,258 | 10.86% | Q1 2026 | Apr 22, 2026 |
| Sterling Capital Management LLC | History | Reduced | 12,815 | 602 | 0.01% | 0.01% | 547 | -12,193 | -48.76% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 12,824 | 602 | 0.01% | 0.01% | 548 | +819 | 6.82% | Q1 2026 | Apr 17, 2026 |
| Winch Advisory Services, LLC | History | Reduced | 12,827 | 602 | 0.14% | 0.1% | 549 | -292 | -2.23% | Q1 2026 | Apr 30, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 12,681 | 596 | 0.01% | 0.01% | 550 | -4,621 | -26.71% | Q1 2026 | Apr 21, 2026 |
| Composition Wealth, LLC | History | Added to | 12,684 | 596 | 0.01% | 0.01% | 551 | +1,291 | 11.33% | Q1 2026 | Apr 08, 2026 |
| Capital Investment Counsel, Inc | History | Reduced | 12,640 | 594 | 0.07% | 0.05% | 552 | -200 | -1.56% | Q1 2026 | Apr 21, 2026 |
| PHILADELPHIA TRUST CO | History | New | 12,612 | 593 | 0.04% | — | 553 | +12,612 | New | Q1 2026 | May 13, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 12,607 | 592 | 0.04% | 0.03% | 554 | +216 | 1.74% | Q1 2026 | Apr 29, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Reduced | 12,526 | 588 | 0.08% | 0.07% | 555 | -145 | -1.14% | Q1 2026 | Apr 13, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 12,499 | 587 | 0.01% | 0.01% | 556 | -3,509 | -21.92% | Q1 2026 | May 15, 2026 |
| Prospect Financial Services LLC | History | Added to | 12,508 | 587 | 0.36% | 0.25% | 557 | +6 | 0.05% | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Added to | 12,480 | 586 | 0.01% | 0.01% | 559 | +867 | 7.47% | Q1 2026 | Apr 13, 2026 |
| Aull & Monroe Investment Management Corp | History | No change | 12,475 | 586 | 0.27% | 0.22% | 558 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 12,410 | 583 | 0.01% | 0.01% | 561 | -1,218 | -8.94% | Q1 2026 | May 15, 2026 |
| WELCH & FORBES LLC | History | Added to | 12,411 | 583 | 0.01% | 0.0% | 560 | +558 | 4.71% | Q1 2026 | May 01, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 12,397 | 582 | 0.01% | 0.01% | 562 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 12,348 | 580 | 0.13% | 0.09% | 563 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 12,322 | 579 | 0.14% | 0.11% | 564 | -96 | -0.77% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 12,330 | 579 | 0.01% | 0.01% | 565 | -79 | -0.64% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 12,256 | 576 | 0.0% | 0.0% | 566 | +166 | 1.37% | Q1 2026 | May 15, 2026 |
| Permanens Capital L.P. | History | No change | 12,266 | 576 | 0.07% | 0.06% | 567 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Simmons Bank | History | Added to | 12,219 | 574 | 0.04% | 0.03% | 568 | +24 | 0.2% | Q1 2026 | Apr 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 12,188 | 572 | 0.01% | 0.01% | 569 | +969 | 8.64% | Q1 2026 | May 08, 2026 |
| Tannin Capital LLC | History | Added to | 12,030 | 565 | 0.41% | 0.37% | 570 | +185 | 1.56% | Q1 2026 | May 12, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 11,997 | 563 | 0.02% | 0.02% | 571 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hilltop National Bank | History | No change | 11,995 | 563 | 0.13% | 0.1% | 572 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 11,975 | 562 | 0.03% | 0.03% | 574 | +747 | 6.65% | Q1 2026 | Apr 28, 2026 |
| Oxinas Partners, LLC | History | Reduced | 11,978 | 562 | 0.26% | 0.2% | 573 | -250 | -2.04% | Q1 2026 | Apr 10, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 11,922 | 560 | 0.02% | 0.01% | 575 | +171 | 1.46% | Q1 2026 | Apr 21, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 12,076 | 559 | 0.01% | 0.01% | 576 | +126 | 1.05% | Q1 2026 | May 04, 2026 |
| SYON CAPITAL LLC | History | Added to | 11,867 | 557 | 0.03% | 0.01% | 577 | +5,485 | 85.94% | Q1 2026 | May 13, 2026 |
| Elgethun Capital Management | History | Reduced | 11,784 | 553 | 0.09% | 0.08% | 578 | -910 | -7.17% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 11,676 | 548 | 0.02% | 0.02% | 579 | -3,008 | -20.48% | Q1 2026 | May 11, 2026 |
| AR ASSET MANAGEMENT INC | History | No change | 11,642 | 547 | 0.11% | 0.08% | 580 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Carnegie Investment Counsel | History | Reduced | 11,565 | 543 | 0.01% | 0.01% | 582 | -2,733 | -19.11% | Q1 2026 | May 01, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 11,560 | 543 | 0.01% | 0.01% | 581 | +2,334 | 25.3% | Q1 2026 | May 04, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 11,530 | 541 | 0.1% | 0.05% | 584 | +4,329 | 60.12% | Q1 2026 | Apr 13, 2026 |
| Fruth Investment Management | History | Reduced | 11,530 | 541 | 0.13% | 0.11% | 583 | -35 | -0.3% | Q1 2026 | Apr 21, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 11,481 | 539 | 0.0% | 0.0% | 585 | -628 | -5.19% | Q1 2026 | May 15, 2026 |
| KLCM Advisors, Inc. | History | No change | 11,351 | 533 | 0.04% | 0.03% | 586 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 11,324 | 532 | 0.07% | — | 588 | +11,324 | New | Q1 2026 | May 18, 2026 |
| Capital Analysts, LLC | History | Reduced | 11,313 | 532 | 0.01% | 0.01% | 587 | -73 | -0.64% | Q1 2026 | May 14, 2026 |
| Advocate Investing Services LLC | History | No change | 11,310 | 531 | 0.45% | 0.35% | 589 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Southeast Asset Advisors, LLC | History | Reduced | 11,218 | 527 | 0.06% | 0.04% | 590 | -12 | -0.11% | Q1 2026 | May 13, 2026 |
| Investors Research Corp | History | Reduced | 11,190 | 525 | 0.1% | 0.08% | 591 | -700 | -5.89% | Q1 2026 | Apr 03, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 11,282 | 523 | 0.06% | 0.05% | 592 | +95 | 0.85% | Q1 2026 | Apr 22, 2026 |
| Capital International Investors | History | Reduced | 11,020 | 521 | 0.0% | 0.0% | 593 | -21,666 | -66.29% | Q1 2026 | May 13, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 11,007 | 517 | 0.09% | 0.1% | 594 | -3,603 | -24.66% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Added to | 10,963 | 515 | 0.01% | 0.0% | 595 | +1,541 | 16.36% | Q1 2026 | Apr 16, 2026 |
| Summit Global Investments | History | Reduced | 10,949 | 515 | 0.03% | 0.02% | 596 | -89 | -0.81% | Q1 2026 | May 07, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 10,884 | 511 | 0.01% | 0.01% | 598 | +374 | 3.56% | Q1 2026 | May 13, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 11,020 | 511 | 0.01% | 0.0% | 597 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sentry LLC | History | Reduced | 10,844 | 509 | 0.16% | 0.12% | 599 | -2,076 | -16.07% | Q1 2026 | Apr 22, 2026 |
| SCP Investment, LP | History | New | 10,800 | 507 | 0.56% | — | 600 | +10,800 | New | Q1 2026 | May 12, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 10,696 | 502 | 0.05% | 0.03% | 601 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 14,580 | 501 | 0.03% | 0.03% | 602 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlTi Global, Inc. | History | Reduced | 10,593 | 497 | 0.01% | 0.01% | 603 | -2,194 | -17.16% | Q1 2026 | May 07, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 10,570 | 496 | 0.09% | 0.06% | 604 | -51 | -0.48% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 10,523 | 494 | 0.08% | 0.05% | 605 | -253 | -2.35% | Q1 2026 | May 15, 2026 |
| Asset Advisory Group, Inc. | History | No change | 10,494 | 493 | 0.25% | 0.18% | 606 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Uniting Wealth Partners, LLC | History | Reduced | 10,484 | 492 | 0.1% | 0.12% | 607 | -344 | -3.18% | Q1 2026 | Apr 22, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 10,463 | 491 | 0.19% | 0.14% | 608 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 10,447 | 491 | 0.1% | 0.07% | 609 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 10,434 | 490 | 0.09% | 0.07% | 611 | +232 | 2.27% | Q1 2026 | Apr 28, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 10,446 | 490 | 0.15% | 0.11% | 610 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 10,384 | 488 | 0.03% | 0.02% | 612 | -2,560 | -19.78% | Q1 2026 | May 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 10,356 | 486 | 0.02% | 0.01% | 613 | +1,969 | 23.48% | Q1 2026 | May 14, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 13,993 | 485 | 0.02% | 0.02% | 614 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 11,107 | 481 | 0.01% | 0.01% | 615 | +1,510 | 15.73% | Q1 2026 | May 11, 2026 |
| BancFirst Trust & Investment Management | History | No change | 10,132 | 479 | 0.21% | 0.15% | 616 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 10,108 | 475 | 0.03% | 0.03% | 617 | +1 | 0.01% | Q1 2026 | May 06, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 10,084 | 473 | 0.0% | 0.0% | 619 | -2,561 | -20.25% | Q1 2026 | May 01, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 10,071 | 473 | 0.0% | 0.0% | 618 | -546 | -5.14% | Q1 2026 | May 15, 2026 |
| American Trust Investment Advisors, LLC | History | Reduced | 10,045 | 472 | 0.26% | 0.21% | 620 | -1,515 | -13.11% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 10,034 | 471 | 0.0% | 0.0% | 621 | -328 | -3.17% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 10,011 | 470 | 0.01% | 0.01% | 622 | -229 | -2.24% | Q1 2026 | May 11, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 9,962 | 468 | 0.03% | 0.02% | 623 | -469 | -4.5% | Q1 2026 | Apr 28, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Added to | 9,912 | 465 | 0.07% | 0.04% | 624 | +2,200 | 28.53% | Q1 2026 | May 04, 2026 |
| Titan Wealth (CI) Ltd | History | Reduced | 9,850 | 463 | 0.2% | 0.16% | 625 | -2,150 | -17.92% | Q1 2026 | May 15, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 9,835 | 462 | 0.1% | 0.07% | 626 | -462 | -4.49% | Q1 2026 | Apr 13, 2026 |
| DAVIDSON TRUST CO | History | No change | 9,820 | 461 | 0.2% | 0.14% | 627 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 9,764 | 458 | 0.03% | 0.02% | 628 | +295 | 3.12% | Q1 2026 | May 11, 2026 |
| Hexagon Capital Partners LLC | History | Reduced | 9,725 | 457 | 0.07% | 0.06% | 629 | -310 | -3.09% | Q1 2026 | May 04, 2026 |
| FSA Advisors, Inc. | History | New | 9,699 | 455 | 0.3% | — | 631 | +9,699 | New | Q1 2026 | May 06, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 9,701 | 455 | 0.09% | 0.07% | 630 | +89 | 0.93% | Q1 2026 | Apr 24, 2026 |
| Qtron Investments LLC | History | Added to | 9,558 | 449 | 0.06% | 0.04% | 633 | +15 | 0.16% | Q1 2026 | May 15, 2026 |
| WINSLOW ASSET MANAGEMENT INC | History | No change | 9,562 | 449 | 0.09% | 0.06% | 632 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 9,568 | 449 | 0.09% | 0.07% | 634 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 9,501 | 446 | 0.02% | 0.02% | 635 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CHICAGO TRUST Co NA | History | Reduced | 9,482 | 445 | 0.07% | 0.05% | 636 | -400 | -4.05% | Q1 2026 | Apr 24, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 9,466 | 444 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 9,401 | 441 | 0.0% | 0.0% | 638 | +1,374 | 17.12% | Q1 2026 | May 14, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 9,334 | 438 | 0.08% | 0.07% | 639 | -264 | -2.75% | Q1 2026 | May 12, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 9,266 | 435 | 0.09% | 0.07% | 640 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| May Hill Capital, LLC | History | Added to | 9,238 | 434 | 0.11% | 0.07% | 642 | +1,710 | 22.72% | Q1 2026 | May 06, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 9,253 | 434 | 0.03% | 0.02% | 641 | +490 | 5.59% | Q1 2026 | Apr 27, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Added to | 9,225 | 433 | 0.08% | 0.05% | 643 | +680 | 7.96% | Q1 2026 | May 01, 2026 |
| PERKINS CAPITAL MANAGEMENT INC | History | No change | 9,200 | 432 | 0.4% | 0.25% | 644 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 9,173 | 431 | 0.0% | 0.0% | 645 | +1,231 | 15.5% | Q1 2026 | May 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 9,190 | 431 | 0.01% | 0.01% | 646 | +67 | 0.73% | Q1 2026 | Apr 27, 2026 |
| Calydon Capital | History | Added to | 9,166 | 430 | 0.07% | 0.05% | 647 | +27 | 0.3% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | New | 9,125 | 428 | 0.02% | — | 649 | +9,125 | New | Q1 2026 | Apr 21, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 13,493 | 428 | 0.11% | 0.11% | 648 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | New | 9,095 | 427 | 0.44% | — | 651 | +9,095 | New | Q1 2026 | Apr 21, 2026 |
| Weinberger Asset Management, Inc | History | No change | 9,102 | 427 | 0.16% | 0.11% | 650 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 9,080 | 426 | 0.06% | 0.04% | 652 | +374 | 4.3% | Q1 2026 | Apr 08, 2026 |
| Game Creek Capital, LP | History | Reduced | 9,000 | 423 | 0.14% | 0.11% | 655 | -500 | -5.26% | Q1 2026 | May 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 9,004 | 423 | 0.0% | 0.0% | 654 | -100 | -1.1% | Q1 2026 | May 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 9,000 | 423 | 0.02% | 0.01% | 653 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 8,988 | 422 | 0.0% | 0.0% | 656 | +332 | 3.84% | Q1 2026 | May 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 8,968 | 421 | 0.02% | 0.01% | 657 | +1,923 | 27.3% | Q1 2026 | Apr 15, 2026 |
| Iron Gate Global Advisors LLC | History | New | 8,909 | 418 | 0.04% | — | 658 | +8,909 | New | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 8,886 | 417 | 0.01% | 0.01% | 659 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 8,859 | 416 | 0.02% | 0.02% | 660 | +25 | 0.28% | Q1 2026 | May 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 8,832 | 415 | 0.01% | 0.01% | 661 | +35 | 0.4% | Q1 2026 | May 01, 2026 |
| Greenline Partners, LLC | History | Reduced | 8,823 | 414 | 0.04% | 0.04% | 662 | -266 | -2.93% | Q1 2026 | May 15, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 8,781 | 412 | 0.01% | 0.01% | 663 | -100 | -1.13% | Q1 2026 | Apr 30, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 8,906 | 410 | 0.0% | 0.0% | 665 | +7,322 | 462.25% | Q1 2026 | May 12, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Reduced | 8,738 | 410 | 0.08% | 0.06% | 664 | -147 | -1.65% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 8,668 | 407 | 0.02% | 0.01% | 666 | -784 | -8.29% | Q1 2026 | May 11, 2026 |
| AVALON CAPITAL MANAGEMENT | History | New | 8,658 | 406 | 0.11% | — | 668 | +8,658 | New | Q1 2026 | May 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 8,645 | 406 | 0.03% | 0.02% | 667 | +145 | 1.71% | Q1 2026 | Apr 30, 2026 |
| Argent Trust Co | History | Added to | 8,631 | 405 | 0.01% | 0.01% | 669 | +500 | 6.15% | Q1 2026 | May 13, 2026 |
| SIG BROKERAGE, LP | History | New | 8,600 | 404 | 0.01% | — | 671 | +8,600 | New | Q1 2026 | May 15, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 8,600 | 404 | 0.16% | 0.12% | 670 | -9 | -0.1% | Q1 2026 | May 08, 2026 |
| Palogic Value Management, L.P. | History | No change | 8,558 | 402 | 0.17% | 0.12% | 672 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 8,539 | 401 | 0.14% | 0.11% | 673 | +43 | 0.51% | Q1 2026 | Apr 08, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 8,512 | 400 | 0.06% | 0.09% | 675 | -7,981 | -48.39% | Q1 2026 | Apr 30, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 8,516 | 400 | 0.08% | 0.06% | 674 | +5 | 0.06% | Q1 2026 | Apr 23, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 8,497 | 399 | 0.05% | 0.03% | 677 | +1,310 | 18.23% | Q1 2026 | May 12, 2026 |
| Crewe Advisors LLC | History | Added to | 8,507 | 399 | 0.03% | 0.03% | 676 | +18 | 0.21% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 8,479 | 398 | 0.02% | 0.01% | 679 | +1,882 | 28.53% | Q1 2026 | Apr 06, 2026 |
| Net Worth Advisory Group | History | Added to | 8,474 | 398 | 0.08% | 0.06% | 678 | +4 | 0.05% | Q1 2026 | May 05, 2026 |
| Wedmont Private Capital | History | Reduced | 8,665 | 397 | 0.01% | 0.01% | 680 | -146 | -1.66% | Q1 2026 | Apr 09, 2026 |
| WP Advisors, LLC | History | Added to | 8,432 | 396 | 0.1% | 0.07% | 681 | +82 | 0.98% | Q1 2026 | May 04, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 8,400 | 395 | 0.15% | 0.12% | 682 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 8,352 | 392 | 0.11% | 0.1% | 684 | -2,000 | -19.32% | Q1 2026 | May 04, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 8,350 | 392 | 0.02% | 0.01% | 686 | +1,450 | 21.01% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 8,355 | 392 | 0.02% | 0.02% | 685 | -473 | -5.36% | Q1 2026 | Apr 17, 2026 |
| ST GERMAIN D J CO INC | History | No change | 8,354 | 392 | 0.02% | 0.01% | 683 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Alteri Wealth LLC | History | Reduced | 8,323 | 391 | 0.13% | 0.11% | 688 | -1,421 | -14.58% | Q1 2026 | May 06, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 8,323 | 391 | 0.02% | 0.01% | 687 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 8,310 | 390 | 0.1% | 0.12% | 689 | -4,900 | -37.09% | Q1 2026 | Apr 09, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 8,249 | 388 | 0.01% | 0.01% | 690 | -875 | -9.59% | Q1 2026 | May 13, 2026 |
| Berger Financial Group, Inc | History | Reduced | 8,270 | 388 | 0.02% | 0.02% | 691 | -404 | -4.66% | Q1 2026 | Apr 28, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 8,260 | 388 | 0.25% | 0.2% | 692 | -300 | -3.5% | Q1 2026 | Apr 23, 2026 |
| Caldwell Trust Co | History | No change | 8,251 | 387 | 0.03% | 0.03% | 693 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| LVW Advisors, LLC | History | New | 8,220 | 386 | 0.04% | — | 695 | +8,220 | New | Q1 2026 | Apr 20, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 8,229 | 386 | 0.02% | 0.01% | 694 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 8,190 | 384 | 0.02% | 0.02% | 698 | -2,242 | -21.49% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 8,179 | 384 | 0.03% | 0.02% | 696 | -565 | -6.46% | Q1 2026 | Apr 20, 2026 |
| Covenant Partners, LLC | History | No change | 11,080 | 384 | 0.11% | 0.11% | 697 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 8,155 | 383 | 0.01% | 0.01% | 699 | -806 | -8.99% | Q1 2026 | Apr 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 8,125 | 381 | 0.0% | 0.0% | 701 | -1,721 | -17.48% | Q1 2026 | Apr 29, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Added to | 8,120 | 381 | 0.24% | 0.18% | 702 | +4 | 0.05% | Q1 2026 | May 07, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | No change | 8,127 | 381 | 0.23% | 0.19% | 700 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 8,100 | 380 | 0.04% | 0.03% | 704 | -438 | -5.13% | Q1 2026 | May 01, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 8,095 | 380 | 0.02% | 0.02% | 703 | -87 | -1.06% | Q1 2026 | May 06, 2026 |
| Essex Bank | History | No change | 8,092 | 380 | 0.08% | 0.06% | 705 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 8,046 | 378 | 0.01% | 0.01% | 707 | -496 | -5.81% | Q1 2026 | Apr 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 8,047 | 378 | 0.0% | 0.0% | 706 | -444 | -5.23% | Q1 2026 | May 08, 2026 |
| Rathbones Group PLC | History | No change | 8,037 | 377 | 0.0% | 0.0% | 708 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 8,013 | 376 | 0.05% | 0.04% | 709 | +198 | 2.53% | Q1 2026 | May 08, 2026 |
| EntryPoint Capital, LLC | History | New | 7,968 | 374 | 0.11% | — | 710 | +7,968 | New | Q1 2026 | May 14, 2026 |
| PDS Planning, Inc | History | Reduced | 7,949 | 373 | 0.02% | 0.02% | 711 | -1,068 | -11.84% | Q1 2026 | Apr 21, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Added to | 7,946 | 373 | 0.1% | 0.07% | 713 | +746 | 10.36% | Q1 2026 | Apr 09, 2026 |
| Empire Financial Management Company, LLC | History | No change | 7,937 | 373 | 0.08% | 0.06% | 712 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Accel Wealth Management | History | Reduced | 7,904 | 371 | 0.1% | 0.08% | 714 | -257 | -3.15% | Q1 2026 | Apr 08, 2026 |
| PEOPLES BANK /OH | History | Added to | 7,867 | 369 | 0.23% | 0.17% | 715 | +150 | 1.94% | Q1 2026 | Apr 24, 2026 |
| PCB Capital LLC | History | Added to | 7,808 | 366 | 0.58% | 0.43% | 718 | +126 | 1.64% | Q1 2026 | Apr 29, 2026 |
| Powers Advisory Group, LLC | History | Added to | 7,803 | 366 | 0.13% | 0.1% | 716 | +52 | 0.67% | Q1 2026 | Apr 21, 2026 |
| CPA Asset Management Group, LLC | History | No change | 7,796 | 366 | 0.12% | 0.09% | 717 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 7,734 | 363 | 0.07% | 0.05% | 719 | +4 | 0.05% | Q1 2026 | May 11, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 7,660 | 360 | 0.02% | 0.02% | 720 | -438 | -5.41% | Q1 2026 | Apr 27, 2026 |
| Aspire Growth Partners LLC | History | Added to | 7,661 | 360 | 0.25% | 0.18% | 721 | +79 | 1.04% | Q1 2026 | Apr 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 7,589 | 359 | 0.01% | 0.01% | 722 | -550 | -6.76% | Q1 2026 | May 11, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 7,617 | 358 | 0.07% | 0.06% | 724 | -275 | -3.48% | Q1 2026 | May 01, 2026 |
| Corsicana & Co. | History | No change | 10,596 | 358 | 0.23% | 0.21% | 723 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CULLINAN ASSOCIATES INC | History | No change | 7,600 | 357 | 0.03% | 0.02% | 725 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| StoneX Group Inc. | History | Reduced | 7,577 | 356 | 0.02% | 0.01% | 726 | -698 | -8.44% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 7,587 | 356 | 0.04% | 0.03% | 727 | +385 | 5.35% | Q1 2026 | Apr 06, 2026 |
| SG Trading Solutions, LLC | History | No change | 10,250 | 356 | 0.08% | 0.08% | 728 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 7,546 | 354 | 0.0% | 0.0% | 730 | -1,551 | -17.05% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 7,538 | 354 | 0.01% | 0.01% | 729 | -81 | -1.06% | Q1 2026 | May 14, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | New | 7,504 | 353 | 0.01% | — | 731 | +7,504 | New | Q1 2026 | May 11, 2026 |
| CRA Financial Services, LLC | History | Reduced | 7,384 | 347 | 0.05% | 0.03% | 732 | -250 | -3.27% | Q1 2026 | Apr 09, 2026 |
| Resonant Capital Advisors, LLC | History | New | 7,354 | 345 | 0.02% | — | 733 | +7,354 | New | Q1 2026 | Apr 29, 2026 |
| RiverFront Investment Group, LLC | History | New | 7,333 | 344 | 0.01% | — | 734 | +7,333 | New | Q1 2026 | May 11, 2026 |
| CenterBook Partners LP | History | New | 7,324 | 344 | 0.02% | — | 735 | +7,324 | New | Q1 2026 | May 05, 2026 |
| Bayesian Capital Management, LP | History | New | 7,300 | 343 | 0.42% | — | 736 | +7,300 | New | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 7,301 | 341 | 0.01% | — | 738 | +7,301 | New | Q1 2026 | May 01, 2026 |
| Visionary Wealth Advisors | History | Reduced | 7,275 | 341 | 0.02% | 0.01% | 737 | -1,056 | -12.68% | Q1 2026 | May 13, 2026 |
| Investment Research Partners LLC | History | Reduced | 7,235 | 340 | 0.14% | 0.11% | 739 | -26 | -0.36% | Q1 2026 | Apr 29, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 7,196 | 338 | 0.07% | 0.08% | 741 | -2,874 | -28.54% | Q1 2026 | Apr 15, 2026 |
| FULTON BANK, N.A. | History | Reduced | 7,209 | 338 | 0.01% | 0.01% | 740 | -2,106 | -22.61% | Q1 2026 | Apr 24, 2026 |
| Plancorp, LLC | History | Added to | 7,264 | 337 | 0.01% | 0.01% | 742 | +35 | 0.48% | Q1 2026 | Apr 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 7,157 | 336 | 0.03% | 0.02% | 744 | +67 | 0.94% | Q1 2026 | Apr 27, 2026 |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | History | No change | 7,150 | 336 | 0.14% | 0.11% | 743 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| ProVise Management Group, LLC | History | No change | 7,130 | 335 | 0.02% | 0.02% | 745 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SteelPeak Wealth, LLC | History | New | 7,127 | 334 | 0.01% | — | 747 | +7,127 | New | Q1 2026 | May 05, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 7,108 | 334 | 0.11% | 0.05% | 746 | +2,092 | 41.71% | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 7,091 | 333 | 0.02% | 0.02% | 748 | -278 | -3.77% | Q1 2026 | May 14, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 7,074 | 332 | 0.02% | 0.01% | 749 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Forum Financial Management, LP | History | Reduced | 7,043 | 331 | 0.0% | 0.01% | 751 | -19,319 | -73.28% | Q1 2026 | Apr 23, 2026 |
| United Asset Strategies, Inc. | History | No change | 7,051 | 331 | 0.03% | 0.02% | 750 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Capital Group Investment Management Pte. Ltd. | History | New | 7,000 | 329 | 0.06% | — | 753 | +7,000 | New | Q1 2026 | May 13, 2026 |
| U S GLOBAL INVESTORS INC | History | No change | 7,000 | 329 | 0.04% | 0.03% | 752 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 6,996 | 328 | 0.07% | 0.05% | 754 | +371 | 5.6% | Q1 2026 | Apr 21, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 6,998 | 328 | 0.07% | 0.05% | 755 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| REXFORD CAPITAL INC | History | No change | 6,999 | 328 | 0.23% | 0.18% | 756 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Essex Financial Services, Inc. | History | New | 6,965 | 327 | 0.02% | — | 757 | +6,965 | New | Q1 2026 | Apr 24, 2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | History | No change | 6,957 | 326 | 0.06% | 0.04% | 758 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 6,928 | 325 | 0.02% | 0.02% | 759 | -4,255 | -38.05% | Q1 2026 | Apr 28, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 6,932 | 325 | 0.02% | 0.01% | 760 | -164 | -2.31% | Q1 2026 | Apr 30, 2026 |
| Tradewinds, LLC. | History | No change | 7,022 | 325 | 0.1% | 0.06% | 761 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 6,888 | 323 | 0.03% | 0.02% | 762 | +8 | 0.12% | Q1 2026 | May 07, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 6,878 | 323 | 0.08% | 0.07% | 763 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NORTHLAND SECURITIES, INC. | History | No change | 6,858 | 322 | 0.31% | 0.23% | 764 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 6,836 | 321 | 0.01% | 0.01% | 765 | -2,409 | -26.06% | Q1 2026 | Apr 28, 2026 |
| Bulltick Wealth Management, LLC | History | No change | 6,851 | 321 | 0.07% | 0.05% | 766 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HUB Investment Partners, LLC | History | Added to | 6,802 | 319 | 0.01% | 0.01% | 767 | +477 | 7.54% | Q1 2026 | May 15, 2026 |
| Frec Markets, Inc. | History | New | 6,783 | 318 | 0.05% | — | 768 | +6,783 | New | Q1 2026 | May 13, 2026 |
| INSIGHT 2811, INC. | History | Added to | 6,753 | 317 | 0.13% | 0.1% | 769 | +531 | 8.53% | Q1 2026 | May 07, 2026 |
| National Philanthropic Trust | History | Added to | 6,749 | 317 | 0.0% | 0.0% | 770 | +36 | 0.54% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 6,742 | 316 | 0.01% | 0.01% | 771 | +428 | 6.78% | Q1 2026 | Apr 22, 2026 |
| Convergence Financial, LLC | History | New | 6,714 | 315 | 0.03% | — | 775 | +6,714 | New | Q1 2026 | May 11, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | New | 6,709 | 315 | 0.01% | — | 774 | +6,709 | New | Q1 2026 | Apr 28, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 6,703 | 315 | 0.01% | 0.01% | 773 | +281 | 4.38% | Q1 2026 | Apr 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 6,705 | 315 | 0.0% | 0.0% | 772 | +111 | 1.68% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Added to | 6,676 | 313 | 0.02% | 0.01% | 776 | +1,128 | 20.33% | Q1 2026 | Apr 14, 2026 |
| Portside Wealth Group, LLC | History | Added to | 6,670 | 313 | 0.04% | 0.03% | 777 | +329 | 5.19% | Q1 2026 | May 12, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 6,644 | 312 | 0.03% | 0.02% | 778 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PENINSULA ASSET MANAGEMENT INC | History | New | 6,616 | 310 | 0.16% | — | 780 | +6,616 | New | Q1 2026 | May 05, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 6,610 | 310 | 0.01% | 0.0% | 779 | +16 | 0.24% | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 6,563 | 308 | 0.03% | 0.03% | 783 | -856 | -11.54% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 6,566 | 308 | 0.01% | 0.0% | 782 | +97 | 1.5% | Q1 2026 | Apr 17, 2026 |
| DF DENT & CO INC | History | No change | 6,555 | 308 | 0.01% | 0.0% | 781 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Successful Portfolios LLC | History | Reduced | 6,459 | 305 | 0.17% | 0.16% | 784 | -2,966 | -31.47% | Q1 2026 | Apr 13, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 6,480 | 304 | 0.06% | 0.04% | 785 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WealthShield Partners, LLC | History | New | 6,454 | 303 | 0.03% | — | 786 | +6,454 | New | Q1 2026 | May 01, 2026 |
| Bridgefront Capital, LLC | History | New | 6,398 | 300 | 0.07% | — | 788 | +6,398 | New | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Reduced | 6,817 | 300 | 0.03% | 0.04% | 787 | -1,101 | -13.91% | Q1 2026 | May 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 6,367 | 299 | 0.03% | 0.04% | 789 | -4,132 | -39.36% | Q1 2026 | Apr 28, 2026 |
| Keystone Financial Group | History | Reduced | 6,363 | 299 | 0.02% | 0.02% | 791 | -580 | -8.35% | Q1 2026 | May 13, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 6,376 | 299 | 0.05% | 0.04% | 790 | +464 | 7.85% | Q1 2026 | May 04, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 6,486 | 299 | 0.09% | 0.07% | 792 | +68 | 1.06% | Q1 2026 | Apr 17, 2026 |
| Yoffe Investment Management, LLC | History | No change | 6,363 | 299 | 0.38% | 0.28% | 793 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 6,334 | 297 | 0.02% | 0.02% | 794 | -899 | -12.43% | Q1 2026 | Apr 13, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 6,318 | 296 | 0.01% | 0.01% | 795 | +437 | 7.43% | Q1 2026 | Apr 20, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | New | 6,274 | 294 | 0.02% | — | 798 | +6,274 | New | Q1 2026 | Apr 17, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 6,263 | 294 | 0.0% | 0.0% | 797 | -2,910 | -31.72% | Q1 2026 | May 14, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 6,264 | 294 | 0.07% | 0.05% | 796 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Advance Capital Management, Inc. | History | No change | 6,254 | 293 | 0.01% | 0.01% | 799 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| LANE BROTHERS & CO INC | History | Added to | 6,214 | 292 | 0.21% | 0.15% | 800 | +66 | 1.07% | Q1 2026 | May 05, 2026 |
| Limestone Investment Advisors LP | History | Reduced | 6,200 | 291 | 0.02% | 0.05% | 801 | -8,200 | -56.94% | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | New | 6,172 | 290 | 0.01% | — | 802 | +6,172 | New | Q1 2026 | May 04, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 6,167 | 289 | 0.0% | 0.0% | 803 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 6,114 | 287 | 0.01% | 0.01% | 804 | -287 | -4.48% | Q1 2026 | May 04, 2026 |
| Bill Few Associates, Inc. | History | New | 6,080 | 285 | 0.07% | — | 805 | +6,080 | New | Q1 2026 | Apr 08, 2026 |
| Allegheny Financial Group | History | Reduced | 6,051 | 284 | 0.04% | 0.03% | 806 | -429 | -6.62% | Q1 2026 | Apr 16, 2026 |
| Emprise Bank | History | No change | 6,052 | 284 | 0.11% | 0.09% | 807 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Added to | 6,037 | 283 | 0.1% | 0.07% | 808 | +47 | 0.78% | Q1 2026 | May 05, 2026 |
| NWAM LLC | History | No change | 6,023 | 283 | 0.02% | 0.01% | 809 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Clarius Group, LLC | History | No change | 8,171 | 283 | 0.02% | 0.02% | 810 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 6,004 | 282 | 0.02% | 0.02% | 811 | -1,129 | -15.83% | Q1 2026 | May 15, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 5,965 | 280 | 0.08% | 0.06% | 812 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Raiffeisen Bank International AG | History | No change | 6,014 | 280 | 0.0% | 0.0% | 813 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Corient IA LLC | History | No change | 5,960 | 280 | 0.26% | 0.19% | 814 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 5,947 | 279 | 0.04% | 0.03% | 817 | +1 | 0.02% | Q1 2026 | May 04, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | No change | 5,943 | 279 | 0.04% | 0.03% | 815 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 5,957 | 279 | 0.01% | 0.01% | 816 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EADS & HEALD WEALTH MANAGEMENT | History | Added to | 5,925 | 278 | 0.14% | 0.1% | 818 | +165 | 2.86% | Q1 2026 | Apr 29, 2026 |
| Williams & Novak, LLC | History | New | 6,008 | 277 | 0.21% | — | 821 | +6,008 | New | Q1 2026 | Apr 20, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 5,895 | 277 | 0.0% | — | 820 | +5,895 | New | Q1 2026 | May 01, 2026 |
| Long Road Investment Counsel, LLC | History | No change | 5,900 | 277 | 0.11% | 0.08% | 819 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 5,878 | 276 | 0.02% | 0.01% | 822 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 5,869 | 275 | 0.07% | 0.03% | 823 | +2,136 | 57.22% | Q1 2026 | Apr 29, 2026 |
| Quent Capital, LLC | History | Added to | 5,830 | 274 | 0.02% | 0.0% | 825 | +4,463 | 326.48% | Q1 2026 | Apr 28, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 5,840 | 274 | 0.01% | 0.01% | 824 | -760 | -11.52% | Q1 2026 | May 07, 2026 |
| Ascent Group, LLC | History | New | 5,803 | 272 | 0.01% | — | 826 | +5,803 | New | Q1 2026 | May 15, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 5,769 | 271 | 0.16% | 0.12% | 827 | -351 | -5.74% | Q1 2026 | Apr 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 5,745 | 270 | 0.0% | 0.0% | 828 | -804 | -12.28% | Q1 2026 | May 14, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 5,736 | 270 | 0.19% | 0.16% | 829 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 5,741 | 269 | 0.03% | 0.02% | 830 | -89 | -1.53% | Q1 2026 | Apr 28, 2026 |
| Ballentine Partners, LLC | History | New | 5,718 | 268 | 0.0% | — | 831 | +5,718 | New | Q1 2026 | May 14, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 5,683 | 267 | 0.02% | 0.02% | 832 | -2,391 | -29.61% | Q1 2026 | May 01, 2026 |
| Interval Partners, LP | History | Reduced | 5,668 | 266 | 0.01% | 0.03% | 833 | -47,938 | -89.43% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 5,657 | 265 | 0.01% | — | 835 | +5,657 | New | Q1 2026 | Apr 15, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 5,647 | 265 | 0.02% | 0.02% | 834 | -903 | -13.79% | Q1 2026 | May 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 5,618 | 264 | 0.03% | 0.02% | 836 | -174 | -3.0% | Q1 2026 | Apr 23, 2026 |
| Hilltop Holdings Inc. | History | New | 5,608 | 263 | 0.02% | — | 839 | +5,608 | New | Q1 2026 | May 14, 2026 |
| Maridea Wealth Management LLC | History | New | 5,597 | 263 | 0.04% | — | 840 | +5,597 | New | Q1 2026 | Apr 21, 2026 |
| MAIRS & POWER INC | History | Reduced | 5,610 | 263 | 0.0% | 0.0% | 837 | -890 | -13.69% | Q1 2026 | May 13, 2026 |
| Ignite Planners, LLC | History | Added to | 5,603 | 263 | 0.04% | 0.03% | 838 | +41 | 0.74% | Q1 2026 | Apr 17, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | New | 5,577 | 262 | 0.23% | — | 841 | +5,577 | New | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 5,571 | 261 | 0.02% | — | 842 | +5,571 | New | Q1 2026 | May 13, 2026 |
| Insight Wealth Partners, LLC | History | New | 5,566 | 261 | 0.04% | — | 843 | +5,566 | New | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | New | 5,529 | 259 | 0.0% | — | 845 | +5,529 | New | Q1 2026 | May 01, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 5,522 | 259 | 0.03% | — | 846 | +5,522 | New | Q1 2026 | Apr 30, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 5,512 | 259 | 0.08% | 0.06% | 844 | -67 | -1.2% | Q1 2026 | Apr 24, 2026 |
| Financial Plan, Inc. | History | New | 5,499 | 258 | 0.03% | — | 849 | +5,499 | New | Q1 2026 | Apr 24, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 5,509 | 258 | 0.01% | 0.01% | 847 | -844 | -13.29% | Q1 2026 | May 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 5,510 | 258 | 0.04% | 0.04% | 848 | +59 | 1.08% | Q1 2026 | May 06, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 5,450 | 256 | 0.04% | 0.03% | 850 | -101 | -1.82% | Q1 2026 | May 04, 2026 |
| Clear Creek Financial Management, LLC | History | New | 5,445 | 255 | 0.02% | — | 852 | +5,445 | New | Q1 2026 | Apr 22, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 5,438 | 255 | 0.03% | 0.04% | 851 | -1,730 | -24.14% | Q1 2026 | Apr 08, 2026 |
| Coppell Advisory Solutions LLC | History | New | 5,365 | 254 | 0.15% | — | 853 | +5,365 | New | Q1 2026 | May 15, 2026 |
| Granite Harbor Advisors, Inc. | History | New | 5,391 | 253 | 0.11% | — | 855 | +5,391 | New | Q1 2026 | Apr 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,388 | 253 | 0.01% | 0.01% | 854 | +287 | 5.63% | Q1 2026 | Apr 07, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | New | 5,359 | 251 | 0.01% | — | 856 | +5,359 | New | Q1 2026 | May 15, 2026 |
| Strategic Investment Advisors / MI | History | New | 5,351 | 251 | 0.02% | — | 858 | +5,351 | New | Q1 2026 | May 18, 2026 |
| D'Orazio & Associates, Inc. | History | New | 5,345 | 251 | 0.03% | — | 857 | +5,345 | New | Q1 2026 | May 07, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 5,415 | 249 | 0.02% | 0.05% | 859 | -16,736 | -75.55% | Q1 2026 | Apr 20, 2026 |
| Westover Capital Advisors, LLC | History | New | 5,300 | 249 | 0.05% | — | 860 | +5,300 | New | Q1 2026 | May 05, 2026 |
| Crestwood Advisors Group, LLC | History | New | 5,273 | 247 | 0.0% | — | 862 | +5,273 | New | Q1 2026 | May 05, 2026 |
| Institute for Wealth Management, LLC. | History | New | 5,270 | 247 | 0.03% | — | 863 | +5,270 | New | Q1 2026 | May 13, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | New | 5,265 | 247 | 0.03% | — | 861 | +5,265 | New | Q1 2026 | Apr 09, 2026 |
| Keystone Wealth Services, LLC | History | New | 5,259 | 247 | 0.05% | — | 864 | +5,259 | New | Q1 2026 | May 13, 2026 |
| Everest Financial Group LLC | History | New | 5,257 | 247 | 0.04% | — | 865 | +5,257 | New | Q1 2026 | May 15, 2026 |
| Integrity Financial Corp /WA | History | New | 5,239 | 246 | 0.12% | — | 869 | +5,239 | New | Q1 2026 | May 14, 2026 |
| Weitzel Financial Services, Inc. | History | New | 5,216 | 246 | 0.09% | — | 868 | +5,216 | New | Q1 2026 | Apr 29, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 5,235 | 246 | 0.01% | 0.01% | 867 | -1,600 | -23.41% | Q1 2026 | May 14, 2026 |
| Cadence Bank | History | No change | 7,100 | 246 | 0.01% | 0.01% | 866 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Illumine Investment Management, LLC | History | New | 5,232 | 245 | 0.19% | — | 873 | +5,232 | New | Q1 2026 | May 04, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 5,228 | 245 | 0.05% | — | 872 | +5,228 | New | Q1 2026 | May 05, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | New | 5,220 | 245 | 0.17% | — | 871 | +5,220 | New | Q1 2026 | Apr 17, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 5,314 | 245 | 0.01% | 0.01% | 870 | -252 | -4.53% | Q1 2026 | Apr 27, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 5,207 | 244 | 0.07% | — | 874 | +5,207 | New | Q1 2026 | Apr 17, 2026 |
| Axis Wealth Partners, LLC | History | New | 5,184 | 243 | 0.13% | — | 876 | +5,184 | New | Q1 2026 | Apr 24, 2026 |
| SEARLE & CO. | History | New | 5,181 | 243 | 0.06% | — | 875 | +5,181 | New | Q1 2026 | May 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 5,149 | 242 | 0.0% | — | 877 | +5,149 | New | Q1 2026 | May 01, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | New | 5,131 | 241 | 0.0% | — | 878 | +5,131 | New | Q1 2026 | May 11, 2026 |
| Kure Advisory, LLC | History | New | 5,127 | 240 | 0.13% | — | 882 | +5,127 | New | Q1 2026 | Apr 16, 2026 |
| GM Advisory Group, LLC | History | New | 5,112 | 240 | 0.01% | — | 881 | +5,112 | New | Q1 2026 | Apr 28, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 5,127 | 240 | 0.04% | 0.05% | 880 | -4,200 | -45.03% | Q1 2026 | Apr 24, 2026 |
| CMG Global Holdings, LLC | History | No change | 5,120 | 240 | 0.11% | 0.09% | 879 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | New | 5,086 | 239 | 0.02% | — | 883 | +5,086 | New | Q1 2026 | Apr 17, 2026 |
| Secure Asset Management, LLC | History | New | 5,085 | 238 | 0.04% | — | 884 | +5,085 | New | Q1 2026 | Apr 09, 2026 |
| Summit Financial Wealth Advisors, LLC | History | New | 5,062 | 237 | 0.03% | — | 886 | +5,062 | New | Q1 2026 | May 26, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Reduced | 5,062 | 237 | 0.11% | 0.08% | 885 | -7 | -0.14% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 5,136 | 235 | 0.02% | — | 892 | +5,136 | New | Q1 2026 | Apr 22, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | New | 5,100 | 235 | 0.12% | — | 894 | +5,100 | New | Q1 2026 | May 01, 2026 |
| Jump Financial, LLC | History | New | 5,018 | 235 | 0.0% | — | 893 | +5,018 | New | Q1 2026 | May 14, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 5,017 | 235 | 0.04% | — | 891 | +5,017 | New | Q1 2026 | Apr 28, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | New | 5,001 | 235 | 0.01% | — | 890 | +5,001 | New | Q1 2026 | May 06, 2026 |
| DOHENY ASSET MANAGEMENT /CA | History | New | 5,000 | 235 | 0.15% | — | 889 | +5,000 | New | Q1 2026 | May 07, 2026 |
| Appalachian Capital Management Ltd | History | New | 5,000 | 235 | 0.19% | — | 895 | +5,000 | New | Q1 2026 | Apr 27, 2026 |
| Estabrook Capital Management | History | No change | 5,000 | 235 | 0.03% | 0.03% | 887 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 5,006 | 235 | 0.12% | 0.08% | 888 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Krilogy Financial LLC | History | Reduced | 4,920 | 234 | 0.01% | 0.01% | 897 | -3,062 | -38.36% | Q1 2026 | Apr 17, 2026 |
| Hills Bank & Trust Co | History | No change | 4,988 | 234 | 0.01% | 0.01% | 896 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TT Capital Management LLC | History | Reduced | 4,966 | 233 | 0.19% | 0.79% | 898 | -23,400 | -82.49% | Q1 2026 | May 12, 2026 |
| Traveka Wealth, LLC | History | New | 4,976 | 233 | 0.09% | — | 900 | +4,976 | New | Q1 2026 | Apr 22, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 4,974 | 233 | 0.02% | — | 899 | +4,974 | New | Q1 2026 | Apr 08, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 4,966 | 233 | 0.1% | — | 901 | +4,966 | New | Q1 2026 | Apr 20, 2026 |
| FIRST FOUNDATION ADVISORS | History | New | 4,956 | 232 | 0.01% | — | 902 | +4,956 | New | Q1 2026 | May 04, 2026 |
| Fiduciary Group, LLC | History | New | 4,934 | 231 | 0.02% | — | 905 | +4,934 | New | Q1 2026 | May 11, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 4,931 | 231 | 0.07% | 0.0% | 903 | +4,584 | 1321.04% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 4,931 | 231 | 0.07% | 0.05% | 904 | +134 | 2.79% | Q1 2026 | May 13, 2026 |
| Exit Wealth Advisors, LLC. | History | New | 4,881 | 229 | 0.12% | — | 906 | +4,881 | New | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | New | 5,125 | 228 | 0.0% | — | 908 | +5,125 | New | Q1 2026 | Apr 20, 2026 |
| Clear Trail Advisors, LLC | History | New | 4,854 | 228 | 0.04% | — | 909 | +4,854 | New | Q1 2026 | Apr 17, 2026 |
| Cromwell Holdings LLC | History | No change | 4,853 | 228 | 0.13% | 0.09% | 907 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PGIM Custom Harvest LLC | History | New | 4,851 | 227 | 0.0% | — | 910 | +4,851 | New | Q1 2026 | May 13, 2026 |
| SALT Holding Corp. | History | New | 4,800 | 225 | 0.14% | — | 915 | +4,800 | New | Q1 2026 | May 15, 2026 |
| IFG Advisors, LLC | History | New | 4,794 | 225 | 0.04% | — | 913 | +4,794 | New | Q1 2026 | Apr 09, 2026 |
| Quantum Financial Advisors, LLC | History | New | 4,792 | 225 | 0.03% | — | 914 | +4,792 | New | Q1 2026 | Apr 08, 2026 |
| New Republic Capital, LLC | History | Reduced | 4,791 | 225 | 0.08% | 0.07% | 912 | -2,437 | -33.72% | Q1 2026 | May 01, 2026 |
| SS&H Financial Advisors, Inc. | History | No change | 6,480 | 225 | 0.07% | 0.07% | 911 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bath Savings Trust Co | History | New | 4,781 | 224 | 0.02% | — | 917 | +4,781 | New | Q1 2026 | Apr 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 4,775 | 224 | 0.01% | — | 918 | +4,775 | New | Q1 2026 | Apr 16, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 4,778 | 224 | 0.02% | 0.01% | 916 | +39 | 0.82% | Q1 2026 | May 04, 2026 |
| Almanack Investment Partners, LLC. | History | New | 4,760 | 223 | 0.04% | — | 919 | +4,760 | New | Q1 2026 | May 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,732 | 222 | 0.02% | 0.01% | 920 | +459 | 10.74% | Q1 2026 | Apr 30, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | New | 4,722 | 221 | 0.01% | — | 922 | +4,722 | New | Q1 2026 | May 08, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | New | 4,722 | 221 | 0.04% | — | 923 | +4,722 | New | Q1 2026 | Apr 15, 2026 |
| SCHULHOFF & CO INC | History | New | 4,702 | 221 | 0.09% | — | 921 | +4,702 | New | Q1 2026 | May 11, 2026 |
| Bridgewater Advisors Inc. | History | New | 5,002 | 220 | 0.01% | — | 925 | +5,002 | New | Q1 2026 | May 14, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | New | 4,683 | 220 | 0.04% | — | 926 | +4,683 | New | Q1 2026 | May 01, 2026 |
| TCTC Holdings, LLC | History | No change | 4,700 | 220 | 0.01% | 0.0% | 924 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | New | 4,678 | 219 | 0.06% | — | 928 | +4,678 | New | Q1 2026 | Apr 28, 2026 |
| Hummer Financial Advisory Services Inc | History | New | 4,668 | 219 | 0.15% | — | 927 | +4,668 | New | Q1 2026 | Apr 08, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | New | 4,625 | 217 | 0.0% | — | 929 | +4,625 | New | Q1 2026 | Apr 15, 2026 |
| MSH Capital Advisors LLC | History | New | 4,623 | 217 | 0.05% | — | 931 | +4,623 | New | Q1 2026 | May 08, 2026 |
| OneAscent Family Office, LLC | History | New | 4,621 | 217 | 0.15% | — | 930 | +4,621 | New | Q1 2026 | Apr 21, 2026 |
| LongView Wealth Management | History | New | 4,694 | 216 | 0.05% | — | 934 | +4,694 | New | Q1 2026 | Apr 15, 2026 |
| Stonebridge Financial Group, LLC | History | New | 4,602 | 216 | 0.02% | — | 935 | +4,602 | New | Q1 2026 | Apr 08, 2026 |
| Coastal Bridge Advisors, LLC | History | New | 4,598 | 216 | 0.02% | — | 933 | +4,598 | New | Q1 2026 | May 14, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 4,601 | 216 | 0.07% | 0.07% | 932 | -1,454 | -24.01% | Q1 2026 | Apr 08, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 4,564 | 214 | 0.01% | — | 938 | +4,564 | New | Q1 2026 | May 07, 2026 |
| Oxbow Advisors, LLC | History | New | 4,560 | 214 | 0.02% | — | 936 | +4,560 | New | Q1 2026 | Apr 27, 2026 |
| Leelyn Smith, LLC | History | New | 4,556 | 214 | 0.03% | — | 937 | +4,556 | New | Q1 2026 | Apr 27, 2026 |
| XY Planning Network, Inc. | History | New | 4,620 | 213 | 0.03% | — | 940 | +4,620 | New | Q1 2026 | Apr 14, 2026 |
| Sovereign Financial Group, Inc. | History | New | 4,538 | 213 | 0.04% | — | 939 | +4,538 | New | Q1 2026 | Apr 17, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | New | 4,500 | 211 | 0.04% | — | 941 | +4,500 | New | Q1 2026 | May 15, 2026 |
| ARS Wealth Advisors Group, LLC | History | New | 4,488 | 210 | 0.02% | — | 944 | +4,488 | New | Q1 2026 | Apr 15, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | New | 4,487 | 210 | 0.07% | — | 943 | +4,487 | New | Q1 2026 | May 14, 2026 |
| Hilltop Partners LLC | History | New | 4,470 | 210 | 0.05% | — | 945 | +4,470 | New | Q1 2026 | May 12, 2026 |
| Thomasville National Bank | History | No change | 6,054 | 210 | 0.01% | 0.01% | 942 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 4,465 | 209 | 0.0% | — | 947 | +4,465 | New | Q1 2026 | May 11, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | New | 4,459 | 209 | 0.05% | — | 946 | +4,459 | New | Q1 2026 | May 11, 2026 |
| Cohen Capital Management, Inc. | History | New | 4,446 | 208 | 0.03% | — | 949 | +4,446 | New | Q1 2026 | Apr 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | New | 4,440 | 208 | 0.0% | — | 948 | +4,440 | New | Q1 2026 | May 15, 2026 |
| VVR Holdings LLC | History | New | 4,434 | 208 | 0.11% | — | 950 | +4,434 | New | Q1 2026 | Apr 16, 2026 |
| Oakworth Capital, Inc. | History | No change | 4,393 | 206 | 0.01% | 0.01% | 951 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NFSG Corp | History | Reduced | 4,366 | 205 | 0.03% | 0.05% | 953 | -4,889 | -52.83% | Q1 2026 | May 05, 2026 |
| Goldstone Financial Group, LLC | History | New | 4,376 | 205 | 0.02% | — | 955 | +4,376 | New | Q1 2026 | Apr 24, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 4,363 | 205 | 0.1% | 0.06% | 954 | +36 | 0.83% | Q1 2026 | May 04, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 5,910 | 205 | 0.15% | 0.15% | 952 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| INTRUST BANK NA | History | New | 4,348 | 204 | 0.02% | — | 956 | +4,348 | New | Q1 2026 | May 06, 2026 |
| Stonehearth Capital Management, LLC | History | New | 4,337 | 203 | 0.08% | — | 958 | +4,337 | New | Q1 2026 | Apr 17, 2026 |
| Cross Staff Investments Inc | History | New | 4,321 | 203 | 0.1% | — | 959 | +4,321 | New | Q1 2026 | Apr 23, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 4,322 | 203 | 0.06% | 0.04% | 957 | -441 | -9.26% | Q1 2026 | May 14, 2026 |
| Providence Wealth Advisors, LLC | History | New | 4,391 | 201 | 0.13% | — | 960 | +4,391 | New | Q1 2026 | May 05, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | New | 4,286 | 201 | 0.09% | — | 961 | +4,286 | New | Q1 2026 | Apr 22, 2026 |
| Gateway Wealth Partners, LLC | History | New | 4,273 | 200 | 0.01% | — | 965 | +4,273 | New | Q1 2026 | May 15, 2026 |
| Fairvoy Private Wealth, LLC | History | New | 4,263 | 200 | 0.05% | — | 966 | +4,263 | New | Q1 2026 | Apr 20, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | New | 4,260 | 200 | 0.02% | — | 963 | +4,260 | New | Q1 2026 | May 08, 2026 |
| JB Capital LLC | History | New | 4,258 | 200 | 0.01% | — | 964 | +4,258 | New | Q1 2026 | Apr 27, 2026 |
| Lummis Asset Management, LP | History | No change | 4,239 | 200 | 0.12% | 0.09% | 962 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Opal Wealth Advisors, LLC | History | New | 4,253 | 199 | 0.04% | — | 967 | +4,253 | New | Q1 2026 | Apr 14, 2026 |
| CITY HOLDING CO | History | Reduced | 4,188 | 196 | 0.02% | 0.02% | 968 | -95 | -2.22% | Q1 2026 | Apr 15, 2026 |
| NBT BANK N A /NY | History | Reduced | 4,149 | 195 | 0.01% | 0.01% | 969 | -669 | -13.89% | Q1 2026 | Apr 28, 2026 |
| Ancora Advisors LLC | History | Added to | 4,103 | 192 | 0.0% | 0.0% | 970 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 4,068 | 191 | 0.02% | 0.02% | 971 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Destiny Wealth Partners, LLC | History | New | 3,942 | 185 | 0.02% | — | 973 | +3,942 | New | Q1 2026 | May 11, 2026 |
| TSFG, LLC | History | Reduced | 3,941 | 185 | 0.03% | 0.02% | 972 | -406 | -9.34% | Q1 2026 | Apr 27, 2026 |
| Nvest Wealth Strategies, Inc. | History | Added to | 3,923 | 184 | 0.13% | 0.1% | 975 | +7 | 0.18% | Q1 2026 | Apr 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 3,927 | 184 | 0.01% | 0.01% | 974 | -6 | -0.15% | Q1 2026 | Apr 30, 2026 |
| Nemes Rush Group LLC | History | Added to | 3,811 | 179 | 0.02% | 0.01% | 976 | +305 | 8.7% | Q1 2026 | Apr 21, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 3,808 | 178 | 0.0% | — | 978 | +3,808 | New | Q1 2026 | May 12, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 3,783 | 178 | 0.02% | 0.01% | 977 | +693 | 22.43% | Q1 2026 | May 11, 2026 |
| Acropolis Investment Management, LLC | History | New | 3,724 | 175 | 0.01% | — | 979 | +3,724 | New | Q1 2026 | Apr 09, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 3,703 | 174 | 0.03% | 0.03% | 980 | -1,234 | -24.99% | Q1 2026 | May 08, 2026 |
| Community Financial Services Group, LLC | History | New | 3,709 | 171 | 0.03% | — | 981 | +3,709 | New | Q1 2026 | Apr 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 3,623 | 170 | 0.0% | 0.0% | 982 | -3,067 | -45.84% | Q1 2026 | May 05, 2026 |
| First PREMIER Bank | History | No change | 3,566 | 167 | 0.04% | 0.03% | 983 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Anfield Capital Management, LLC | History | Added to | 3,499 | 164 | 0.05% | 0.0% | 984 | +3,062 | 700.69% | Q1 2026 | May 12, 2026 |
| City State Bank | History | No change | 3,443 | 161 | 0.04% | 0.03% | 985 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Avion Wealth | History | Added to | 3,382 | 158 | 0.03% | 0.02% | 986 | +595 | 21.35% | Q1 2026 | May 01, 2026 |
| Key FInancial Inc | History | Added to | 3,352 | 157 | 0.03% | 0.02% | 987 | +273 | 8.87% | Q1 2026 | Apr 24, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 3,307 | 155 | 0.02% | 0.01% | 988 | -2 | -0.06% | Q1 2026 | Apr 16, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 3,278 | 154 | 0.01% | 0.01% | 989 | +991 | 43.33% | Q1 2026 | May 13, 2026 |
| CrossGen Wealth, LLC | History | Added to | 3,250 | 152 | 0.13% | 0.1% | 990 | +34 | 1.06% | Q1 2026 | Apr 22, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 3,100 | 146 | 0.02% | 0.01% | 991 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 3,010 | 141 | 0.08% | 0.06% | 992 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 3,000 | 140 | 0.0% | 0.0% | 993 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DV EQUITIES, LLC | History | No change | 3,990 | 138 | 0.02% | 0.02% | 994 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Dakota Community Bank & Trust NA | History | No change | 4,000 | 138 | 0.47% | 0.47% | 995 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NVWM, LLC | History | No change | 2,898 | 136 | 0.03% | 0.02% | 996 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Asset Dedication, LLC | History | Reduced | 2,879 | 135 | 0.01% | 0.01% | 999 | -1,009 | -25.95% | Q1 2026 | May 29, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 2,892 | 135 | 0.01% | 0.01% | 998 | +154 | 5.62% | Q1 2026 | May 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 2,878 | 135 | 0.03% | 0.02% | 997 | +20 | 0.7% | Q1 2026 | Apr 17, 2026 |
| SITTNER & NELSON, LLC | History | No change | 2,880 | 135 | 0.05% | 0.04% | 1000 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 2,861 | 134 | 0.09% | 0.07% | 1001 | -329 | -10.31% | Q1 2026 | May 08, 2026 |
| Ransom Advisory, Ltd | History | No change | 3,872 | 134 | 0.05% | 0.05% | 1002 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 2,857 | 133 | 0.16% | 0.14% | 1003 | +31 | 1.1% | Q1 2026 | Apr 29, 2026 |
| Colonial Trust Co / SC | History | Reduced | 2,803 | 131 | 0.02% | 0.01% | 1005 | -111 | -3.81% | Q1 2026 | May 12, 2026 |
| STEPH & CO | History | No change | 2,792 | 131 | 0.04% | 0.03% | 1004 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,786 | 130 | 0.08% | 0.06% | 1006 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 2,760 | 129 | 0.01% | 0.01% | 1007 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bank & Trust Co | History | No change | 2,648 | 124 | 0.08% | 0.06% | 1008 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 2,635 | 123 | 0.0% | — | 1010 | +2,635 | New | Q1 2026 | May 07, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Reduced | 2,621 | 123 | 0.01% | 0.01% | 1009 | -150 | -5.41% | Q1 2026 | May 11, 2026 |
| CNB Bank | History | Reduced | 2,533 | 119 | 0.05% | 0.04% | 1012 | -192 | -7.05% | Q1 2026 | May 06, 2026 |
| Heritage Wealth Advisors | History | No change | 2,548 | 119 | 0.0% | 0.0% | 1011 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | Reduced | 2,482 | 116 | 0.01% | 0.01% | 1013 | -416 | -14.35% | Q1 2026 | May 11, 2026 |
| Addison Advisors LLC | History | Reduced | 2,471 | 116 | 0.03% | 0.02% | 1014 | -5 | -0.2% | Q1 2026 | May 08, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 2,456 | 115 | 0.01% | 0.01% | 1015 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Bank Pictet & Cie (Europe) AG | History | No change | 2,450 | 115 | 0.0% | 0.0% | 1016 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 2,415 | 113 | 0.06% | 0.05% | 1018 | -299 | -11.02% | Q1 2026 | Apr 20, 2026 |
| Truvestments Capital LLC | History | Added to | 2,419 | 113 | 0.02% | 0.01% | 1017 | +250 | 11.53% | Q1 2026 | May 13, 2026 |
| Bravera Wealth | History | No change | 2,397 | 112 | 0.05% | 0.04% | 1019 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 2,382 | 111 | 0.0% | 0.0% | 1020 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 2,287 | 107 | 0.01% | 0.01% | 1021 | -359 | -13.57% | Q1 2026 | Apr 23, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 2,259 | 106 | 0.01% | 0.01% | 1022 | +550 | 32.18% | Q1 2026 | May 06, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 2,229 | 105 | 0.01% | 0.0% | 1023 | -64,324 | -96.65% | Q1 2026 | May 21, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 2,183 | 102 | 0.01% | 0.01% | 1024 | -1,238 | -36.19% | Q1 2026 | Apr 10, 2026 |
| Napier Financial, LLC | History | New | 2,075 | 97 | 0.02% | — | 1026 | +2,075 | New | Q1 2026 | May 05, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 2,085 | 97 | 0.01% | 0.01% | 1025 | -555 | -21.02% | Q1 2026 | May 19, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 2,027 | 95 | 0.02% | 0.01% | 1028 | +7 | 0.35% | Q1 2026 | Apr 14, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 2,034 | 95 | 0.03% | 0.02% | 1027 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 2,009 | 94 | 0.05% | 0.03% | 1030 | +846 | 72.74% | Q1 2026 | Apr 30, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 2,002 | 94 | 0.03% | 0.03% | 1029 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CX Institutional | History | Reduced | 1,942 | 91 | 0.0% | 0.0% | 1031 | -710 | -26.77% | Q1 2026 | Apr 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 7,494 | 89 | 0.02% | 0.02% | 1032 | +5,595 | 294.63% | Q1 2026 | May 01, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,863 | 87 | 0.03% | — | 1033 | +1,863 | New | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | No change | 1,835 | 86 | 0.0% | 0.0% | 1034 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,822 | 85 | 0.02% | — | 1037 | +1,822 | New | Q1 2026 | May 08, 2026 |
| Grove Bank & Trust | History | Added to | 1,819 | 85 | 0.01% | 0.01% | 1035 | +21 | 1.17% | Q1 2026 | Apr 08, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,818 | 85 | 0.04% | 0.03% | 1036 | +10 | 0.55% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 1,773 | 83 | 0.01% | 0.01% | 1038 | -100 | -5.34% | Q1 2026 | Apr 15, 2026 |
| JCIC Asset Management Inc. | History | Added to | 1,765 | 82 | 0.03% | 0.02% | 1039 | +50 | 2.92% | Q1 2026 | Apr 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,704 | 80 | 0.0% | 0.0% | 1040 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Fairscale Capital, LLC | History | No change | 1,719 | 80 | 0.06% | 0.04% | 1041 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,671 | 78 | 0.01% | 0.0% | 1042 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tripletail Wealth Management, LLC | History | Reduced | 1,612 | 75 | 0.1% | 0.08% | 1047 | -230 | -12.49% | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,611 | 75 | 0.01% | 0.01% | 1046 | +17 | 1.07% | Q1 2026 | Apr 28, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 1,614 | 75 | 0.03% | 0.02% | 1043 | +1 | 0.06% | Q1 2026 | May 04, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 1,600 | 75 | 0.0% | 0.0% | 1044 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| West Branch Capital LLC | History | No change | 1,601 | 75 | 0.02% | 0.01% | 1045 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Ascentis Wealth Management, LLC | History | New | 1,546 | 72 | 0.01% | — | 1049 | +1,546 | New | Q1 2026 | Apr 28, 2026 |
| Global Assets Advisory, LLC | History | New | 1,536 | 72 | 0.02% | — | 1048 | +1,536 | New | Q1 2026 | May 01, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,531 | 71 | 0.0% | 0.0% | 1051 | +944 | 160.82% | Q1 2026 | May 07, 2026 |
| Coastline Trust Co | History | No change | 1,530 | 71 | 0.01% | 0.0% | 1050 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,039 | 70 | 0.0% | 0.0% | 1052 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 1,500 | 70 | 0.04% | 0.03% | 1053 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 2,038 | 70 | 0.01% | 0.01% | 1054 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 1,526 | 70 | 0.03% | 0.02% | 1055 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 1,478 | 69 | 0.01% | 0.01% | 1056 | -102 | -6.46% | Q1 2026 | May 04, 2026 |
| SHP Wealth Management | History | Added to | 1,481 | 69 | 0.01% | 0.0% | 1057 | +75 | 5.33% | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | Reduced | 1,441 | 67 | 0.01% | 0.01% | 1058 | -29 | -1.97% | Q1 2026 | May 13, 2026 |
| Strive Financial Group ,LLC | History | Added to | 1,332 | 63 | 0.03% | 0.0% | 1063 | +1,257 | 1676.0% | Q1 2026 | May 15, 2026 |
| Colonial Trust Advisors | History | Added to | 1,341 | 63 | 0.0% | 0.0% | 1059 | +198 | 17.32% | Q1 2026 | May 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,373 | 63 | 0.01% | 0.01% | 1060 | +70 | 5.37% | Q1 2026 | May 06, 2026 |
| Westfuller Advisors, LLC | History | No change | 1,342 | 63 | 0.03% | 0.02% | 1061 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,352 | 63 | 0.02% | 0.02% | 1062 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 1,340 | 62 | 0.0% | 0.0% | 1064 | -27 | -1.98% | Q1 2026 | Apr 20, 2026 |
| Gen-Wealth Partners Inc | History | No change | 1,340 | 62 | 0.02% | 0.01% | 1065 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,300 | 61 | 0.02% | 0.01% | 1066 | +300 | 30.0% | Q1 2026 | May 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 1,307 | 61 | 0.0% | 0.0% | 1067 | +151 | 13.06% | Q1 2026 | Apr 29, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,774 | 61 | 0.0% | 0.0% | 1068 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 1,286 | 60 | 0.06% | 0.04% | 1069 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LRI Investments, LLC | History | No change | 1,276 | 59 | 0.01% | 0.0% | 1070 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,217 | 57 | 0.01% | 0.01% | 1072 | +8 | 0.66% | Q1 2026 | Apr 24, 2026 |
| NATIXIS | History | No change | 1,225 | 57 | 0.0% | 0.0% | 1071 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Compound Global Advisors, LLC | History | New | 1,200 | 56 | 1.74% | — | 1075 | +1,200 | New | Q1 2026 | May 07, 2026 |
| EFG International AG | History | New | 1,198 | 56 | 0.0% | — | 1076 | +1,198 | New | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,210 | 56 | 0.01% | 0.0% | 1073 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,210 | 56 | 0.01% | 0.0% | 1074 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,183 | 55 | 0.0% | 0.0% | 1077 | +183 | 18.3% | Q1 2026 | Apr 30, 2026 |
| Osbon Capital Management LLC | History | Added to | 1,133 | 53 | 0.04% | 0.0% | 1078 | +1,058 | 1410.67% | Q1 2026 | May 15, 2026 |
| Twin Lakes Capital Management, LLC | History | Added to | 1,129 | 53 | 0.02% | 0.02% | 1079 | +12 | 1.07% | Q1 2026 | May 18, 2026 |
| TD Capital Management LLC | History | Added to | 1,121 | 52 | 0.0% | 0.0% | 1080 | +100 | 9.79% | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | Reduced | 1,107 | 52 | 0.0% | 0.0% | 1081 | -8 | -0.72% | Q1 2026 | Apr 28, 2026 |
| Rossby Financial, LCC | History | Added to | 1,124 | 51 | 0.01% | 0.01% | 1084 | +74 | 7.05% | Q1 2026 | May 11, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 1,100 | 51 | 0.03% | 0.02% | 1082 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sawyer & Company, Inc | History | No change | 1,104 | 51 | 0.02% | 0.01% | 1083 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 1,064 | 50 | 0.01% | — | 1087 | +1,064 | New | Q1 2026 | Apr 20, 2026 |
| Hanson & Doremus Investment Management | History | New | 1,058 | 50 | 0.01% | — | 1086 | +1,058 | New | Q1 2026 | Apr 17, 2026 |
| Towne Trust Company, N.A | History | No change | 1,084 | 50 | 0.02% | 0.01% | 1085 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 1,058 | 49 | 0.02% | 0.01% | 1088 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,025 | 48 | 0.0% | 0.0% | 1089 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 1,000 | 47 | 0.01% | 0.01% | 1090 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,000 | 47 | 0.01% | 0.0% | 1091 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Missouri Trust & Investment Co | History | No change | 1,000 | 47 | 0.01% | 0.01% | 1092 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 960 | 45 | 0.02% | 0.02% | 1093 | -395 | -29.15% | Q1 2026 | May 01, 2026 |
| Daytona Street Capital LLC | History | No change | 1,000 | 45 | 0.03% | 0.03% | 1094 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 898 | 42 | 0.01% | — | 1095 | +898 | New | Q1 2026 | Apr 13, 2026 |
| Crews Bank & Trust | History | Added to | 855 | 40 | 0.01% | 0.0% | 1096 | +455 | 113.75% | Q1 2026 | May 13, 2026 |
| Financial Life Planners | History | New | 834 | 39 | 0.03% | — | 1097 | +834 | New | Q1 2026 | Apr 24, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 785 | 36 | 0.01% | 0.01% | 1098 | -57 | -6.77% | Q1 2026 | Apr 03, 2026 |
| Bank of New Hampshire | History | No change | 785 | 36 | 0.01% | 0.01% | 1099 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 739 | 35 | 0.03% | 0.02% | 1100 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Manchester Capital Management LLC | History | Added to | 739 | 34 | 0.0% | 0.0% | 1102 | +35 | 4.97% | Q1 2026 | May 11, 2026 |
| CHELSEA COUNSEL CO | History | No change | 1,000 | 34 | 0.01% | 0.01% | 1101 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 718 | 34 | 0.0% | 0.0% | 1103 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Root Financial Partners, LLC | History | Reduced | 709 | 33 | 0.0% | 0.0% | 1105 | -1,835 | -72.13% | Q1 2026 | Apr 24, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 720 | 33 | 0.0% | — | 1106 | +720 | New | Q1 2026 | Apr 29, 2026 |
| Vanguard National Trust Co | History | New | 719 | 33 | 0.0% | — | 1107 | +719 | New | Q1 2026 | May 08, 2026 |
| CoreFirst Bank & Trust | History | No change | 721 | 33 | 0.02% | 0.01% | 1104 | 0 | 0.0% | Q1 2026 | Jun 03, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 700 | 32 | 0.0% | 0.13% | 1109 | -28,100 | -97.57% | Q1 2026 | Apr 30, 2026 |
| MOTCO | History | Reduced | 690 | 32 | 0.0% | 0.01% | 1108 | -2,521 | -78.51% | Q1 2026 | Apr 22, 2026 |
| Axiom Investment Management LLC | History | New | 700 | 32 | 0.02% | — | 1112 | +700 | New | Q1 2026 | May 26, 2026 |
| Accordant Advisory Group Inc | History | Added to | 700 | 32 | 0.02% | 0.01% | 1111 | +400 | 133.33% | Q1 2026 | May 11, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 700 | 32 | 0.01% | 0.01% | 1110 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | Added to | 660 | 31 | 0.01% | 0.0% | 1117 | +349 | 112.22% | Q1 2026 | Apr 13, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | Added to | 675 | 31 | 0.01% | 0.01% | 1116 | +7 | 1.05% | Q1 2026 | May 01, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 662 | 31 | 0.0% | 0.0% | 1113 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 664 | 31 | 0.0% | 0.0% | 1114 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 665 | 31 | 0.01% | 0.0% | 1115 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Financial Perspectives, Inc | History | No change | 680 | 31 | 0.01% | 0.01% | 1118 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PlanVest Financial, Inc | History | New | 643 | 30 | 0.02% | — | 1120 | +643 | New | Q1 2026 | May 14, 2026 |
| Silicon Valley Capital Partners | History | Added to | 643 | 30 | 0.0% | 0.0% | 1119 | +6 | 0.94% | Q1 2026 | May 19, 2026 |
| VSM Wealth Advisory, LLC | History | New | 620 | 29 | 0.01% | — | 1121 | +620 | New | Q1 2026 | May 05, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 600 | 28 | 0.01% | 0.01% | 1122 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 608 | 28 | 0.0% | 0.0% | 1123 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BAYBAN | History | No change | 600 | 28 | 0.02% | 0.02% | 1124 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 928 | 27 | 0.01% | 0.01% | 1126 | -124 | -11.79% | Q1 2026 | Jun 01, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 587 | 27 | 0.0% | 0.0% | 1125 | -4 | -0.68% | Q1 2026 | Apr 23, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 562 | 26 | 0.0% | 0.0% | 1127 | -7 | -1.23% | Q1 2026 | Apr 21, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 568 | 26 | 0.0% | 0.0% | 1128 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Vision Retirement, LLC | History | No change | 556 | 26 | 0.01% | 0.01% | 1129 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ares Financial Consulting, LLC | History | No change | 573 | 26 | 0.02% | 0.02% | 1130 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 543 | 25 | 0.0% | 0.0% | 1131 | -37 | -6.38% | Q1 2026 | May 15, 2026 |
| Kozak & Associates, Inc. | History | Added to | 560 | 25 | 0.0% | 0.0% | 1132 | +3 | 0.54% | Q1 2026 | Apr 14, 2026 |
| New Millennium Group LLC | History | No change | 738 | 25 | 0.01% | 0.01% | 1133 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bank of Jackson Hole Trust | History | No change | 550 | 25 | 0.01% | 0.01% | 1134 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 511 | 24 | 0.0% | 0.02% | 1136 | -2,831 | -84.71% | Q1 2026 | May 06, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 519 | 24 | 0.01% | 0.02% | 1135 | -934 | -64.28% | Q1 2026 | May 11, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 500 | 23 | 0.02% | — | 1142 | +500 | New | Q1 2026 | May 12, 2026 |
| Trask Adam Roland | History | New | 500 | 23 | 0.02% | — | 1143 | +500 | New | Q1 2026 | May 15, 2026 |
| GODSEY & GIBB, INC | History | No change | 500 | 23 | 0.0% | 0.0% | 1137 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DT Investment Partners, LLC | History | No change | 506 | 23 | 0.0% | 0.0% | 1138 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Community Bank, N.A. | History | No change | 500 | 23 | 0.0% | 0.0% | 1139 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PFS Partners, LLC | History | No change | 500 | 23 | 0.01% | 0.01% | 1140 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Hara Capital LLC | History | No change | 510 | 23 | 0.01% | 0.01% | 1141 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 481 | 22 | 0.0% | 0.0% | 1144 | +285 | 145.41% | Q1 2026 | May 11, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 484 | 22 | 0.02% | 0.03% | 1145 | -264 | -35.29% | Q1 2026 | May 13, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 457 | 21 | 0.0% | 0.0% | 1147 | -1,000 | -68.63% | Q1 2026 | Apr 10, 2026 |
| GW&K Investment Management, LLC | History | Added to | 438 | 21 | 0.0% | 0.0% | 1146 | +48 | 12.31% | Q1 2026 | May 13, 2026 |
| WealthCollab, LLC | History | Reduced | 438 | 20 | 0.01% | 0.01% | 1149 | -69 | -13.61% | Q1 2026 | May 13, 2026 |
| Park Place Capital Corp | History | No change | 426 | 20 | 0.0% | 0.0% | 1148 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BIRCHBROOK, INC. | History | No change | 428 | 20 | 0.01% | 0.01% | 1150 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 421 | 19 | 0.02% | — | 1153 | +421 | New | Q1 2026 | May 05, 2026 |
| WPG Advisers, LLC | History | Reduced | 405 | 19 | 0.01% | 0.02% | 1152 | -235 | -36.72% | Q1 2026 | Apr 29, 2026 |
| Covestor Ltd | History | Reduced | 403 | 19 | 0.01% | 0.01% | 1151 | -1 | -0.25% | Q1 2026 | May 05, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 400 | 18 | 0.01% | — | 1156 | +400 | New | Q1 2026 | May 15, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 386 | 18 | 0.0% | 0.0% | 1155 | -49 | -11.26% | Q1 2026 | Apr 22, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 519 | 18 | 0.01% | 0.01% | 1154 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WFA of San Diego, LLC | History | Reduced | 374 | 17 | 0.01% | 0.04% | 1158 | -1,014 | -73.05% | Q1 2026 | May 11, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 378 | 17 | 0.01% | — | 1161 | +378 | New | Q1 2026 | Apr 28, 2026 |
| Global Trust Asset Management, LLC | History | New | 375 | 17 | 0.01% | — | 1162 | +375 | New | Q1 2026 | Apr 23, 2026 |
| Tidemark, LLC | History | Added to | 367 | 17 | 0.0% | 0.0% | 1159 | +4 | 1.1% | Q1 2026 | May 07, 2026 |
| CKW FINANCIAL GROUP | History | No change | 370 | 17 | 0.0% | 0.0% | 1157 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Pandora Wealth, Inc. | History | No change | 500 | 17 | 0.01% | 0.01% | 1160 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 342 | 16 | 0.01% | — | 1166 | +342 | New | Q1 2026 | May 12, 2026 |
| Essential Partners LLC | History | Reduced | 354 | 16 | 0.01% | 0.01% | 1165 | -151 | -29.9% | Q1 2026 | May 21, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 355 | 16 | 0.01% | 0.0% | 1163 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 344 | 16 | 0.01% | 0.01% | 1164 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Leonteq Securities AG | History | Reduced | 320 | 15 | 0.0% | 0.0% | 1167 | -237 | -42.55% | Q1 2026 | Apr 27, 2026 |
| Financially Speaking Inc | History | No change | 330 | 15 | 0.07% | 0.01% | 1168 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Kentucky Trust Co | History | No change | 332 | 15 | 0.01% | 0.01% | 1169 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| LOM Asset Management Ltd | History | No change | 340 | 15 | 0.0% | 0.0% | 1170 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 319 | 14 | 0.0% | — | 1172 | +319 | New | Q1 2026 | Apr 14, 2026 |
| Breakwater Investment Management | History | New | 300 | 14 | 0.01% | — | 1173 | +300 | New | Q1 2026 | May 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 306 | 14 | 0.0% | 0.0% | 1171 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 292 | 13 | 0.01% | 0.01% | 1176 | -7 | -2.34% | Q1 2026 | May 14, 2026 |
| Citizens National Bank Trust Department | History | No change | 295 | 13 | 0.0% | 0.0% | 1174 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CGC Financial Services, LLC | History | No change | 296 | 13 | 0.0% | 0.0% | 1175 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 407 | 13 | 0.01% | 0.01% | 1177 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 264 | 12 | 0.0% | 0.0% | 1178 | +88 | 50.0% | Q1 2026 | Apr 30, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 272 | 12 | 0.0% | 0.0% | 1180 | +49 | 21.97% | Q1 2026 | Apr 17, 2026 |
| High Note Wealth, LLC | History | No change | 268 | 12 | 0.0% | 0.0% | 1179 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Valued Wealth Advisors LLC | History | No change | 257 | 12 | 0.0% | 0.0% | 1181 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 257 | 12 | 0.0% | 0.0% | 1182 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 260 | 12 | 0.0% | 0.0% | 1183 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Key Capital Management, INC | History | New | 240 | 11 | 0.01% | — | 1190 | +240 | New | Q1 2026 | May 07, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 255 | 11 | 0.0% | 0.0% | 1185 | -4 | -1.54% | Q1 2026 | Apr 21, 2026 |
| Morse Asset Management, Inc | History | Reduced | 250 | 11 | 0.0% | 0.0% | 1186 | -3 | -1.19% | Q1 2026 | May 14, 2026 |
| Clean Yield Group | History | No change | 250 | 11 | 0.0% | 0.0% | 1184 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 248 | 11 | 0.0% | 0.0% | 1187 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gold Investment Management Ltd. | History | No change | 242 | 11 | 0.0% | 0.0% | 1188 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 245 | 11 | 0.01% | 0.01% | 1189 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 213 | 10 | 0.0% | 0.0% | 1191 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 226 | 10 | 0.0% | 0.0% | 1192 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Motiv8 Investments LLC | History | No change | 278 | 10 | 0.01% | 0.01% | 1193 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Magnolia Wealth Management, LLC | History | New | 209 | 9 | 0.01% | — | 1205 | +209 | New | Q1 2026 | May 06, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 200 | 9 | 0.02% | — | 1206 | +200 | New | Q1 2026 | May 11, 2026 |
| Kilter Group LLC | History | Added to | 201 | 9 | 0.0% | 0.0% | 1203 | +112 | 125.84% | Q1 2026 | May 14, 2026 |
| Bare Financial Services, Inc | History | Added to | 198 | 9 | 0.0% | 0.0% | 1198 | +40 | 25.32% | Q1 2026 | May 14, 2026 |
| Lavaca Capital LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 1194 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Security National Bank | History | No change | 200 | 9 | 0.0% | 0.0% | 1195 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ESL Trust Services, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 1196 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Lodestone Wealth Management LLC | History | No change | 196 | 9 | 0.0% | 0.0% | 1197 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 1199 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Clayton Financial Group LLC | History | No change | 206 | 9 | 0.0% | 0.0% | 1200 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 212 | 9 | 0.01% | 0.0% | 1201 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Asset Planning,Inc | History | No change | 200 | 9 | 0.01% | 0.0% | 1202 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Benson Wealth Management INC | History | No change | 206 | 9 | 0.01% | 0.01% | 1204 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mosley Wealth Management | History | New | 255 | 8 | 0.0% | — | 1218 | +255 | New | Q1 2026 | Apr 27, 2026 |
| Rakuten Securities, Inc. | History | Added to | 191 | 8 | 0.0% | — | 1213 | +180 | 1636.36% | Q1 2026 | May 01, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 177 | 8 | 0.0% | 0.0% | 1214 | +56 | 46.28% | Q1 2026 | Apr 06, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 181 | 8 | 0.0% | 0.0% | 1212 | +28 | 18.3% | Q1 2026 | May 05, 2026 |
| Joseph Group Capital Management | History | Reduced | 183 | 8 | 0.0% | 0.0% | 1210 | -12 | -6.15% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 181 | 8 | 0.0% | 0.0% | 1207 | +1 | 0.56% | Q1 2026 | May 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 180 | 8 | 0.0% | 0.0% | 1208 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bangor Savings Bank | History | No change | 184 | 8 | 0.0% | 0.0% | 1209 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 245 | 8 | 0.01% | 0.01% | 1211 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 172 | 8 | 0.01% | 0.0% | 1215 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 178 | 8 | 0.01% | 0.0% | 1216 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| McMillan Office, Inc. | History | No change | 176 | 8 | 0.0% | 0.0% | 1217 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 150 | 7 | 0.0% | 0.0% | 1225 | -489 | -76.53% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | Reduced | 165 | 7 | 0.0% | 0.0% | 1222 | -53 | -24.31% | Q1 2026 | Apr 10, 2026 |
| MTM Investment Management, LLC | History | Reduced | 150 | 7 | 0.0% | 0.0% | 1221 | -50 | -25.0% | Q1 2026 | May 06, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 150 | 7 | 0.0% | 0.0% | 1226 | +1 | 0.67% | Q1 2026 | May 08, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 161 | 7 | 0.0% | 0.0% | 1219 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 150 | 7 | 0.0% | 0.0% | 1220 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Stephens Consulting, LLC | History | No change | 226 | 7 | 0.0% | 0.0% | 1223 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Sachetta, LLC | History | No change | 159 | 7 | 0.0% | 0.0% | 1224 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Main Street Group, LTD | History | New | 136 | 6 | 0.0% | — | 1230 | +136 | New | Q1 2026 | May 06, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 136 | 6 | 0.0% | — | 1231 | +136 | New | Q1 2026 | May 08, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 144 | 6 | 0.0% | 0.0% | 1229 | +68 | 89.47% | Q1 2026 | Apr 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 142 | 6 | 0.0% | 0.0% | 1227 | -28 | -16.47% | Q1 2026 | Apr 30, 2026 |
| ALERUS FINANCIAL NA | History | No change | 144 | 6 | 0.0% | 0.0% | 1228 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Scarborough Advisors, LLC | History | New | 121 | 5 | 0.0% | — | 1239 | +121 | New | Q1 2026 | May 07, 2026 |
| JDM Financial Group LLC | History | New | 120 | 5 | 0.0% | — | 1240 | +120 | New | Q1 2026 | May 20, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 107 | 5 | 0.0% | 0.0% | 1236 | -8 | -6.96% | Q1 2026 | May 13, 2026 |
| Roble, Belko & Company, Inc | History | No change | 101 | 5 | 0.0% | 0.0% | 1232 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 1,029 | 5 | 0.0% | 0.0% | 1233 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 123 | 5 | 0.01% | 0.01% | 1234 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Networth Advisors, LLC | History | No change | 121 | 5 | 0.0% | 0.0% | 1235 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sunrise Financial Services, LLC | History | No change | 107 | 5 | 0.0% | 0.0% | 1237 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 113 | 5 | 0.0% | 0.0% | 1238 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 100 | 4 | 0.0% | 0.0% | 1242 | -124 | -55.36% | Q1 2026 | Apr 10, 2026 |
| Burk Holdings LLC | History | New | 93 | 4 | 0.0% | — | 1253 | +93 | New | Q1 2026 | May 07, 2026 |
| JPL Wealth Management, LLC | History | New | 91 | 4 | 0.0% | — | 1252 | +91 | New | Q1 2026 | May 08, 2026 |
| American Capital Advisory, LLC | History | Added to | 102 | 4 | 0.0% | 0.0% | 1246 | +73 | 251.72% | Q1 2026 | Apr 29, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 96 | 4 | 0.0% | 0.0% | 1251 | +1 | 1.05% | Q1 2026 | Apr 27, 2026 |
| HOERTKORN RICHARD CHARLES | History | No change | 100 | 4 | 0.0% | 0.0% | 1241 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 91 | 4 | 0.0% | 0.0% | 1243 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 1244 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 100 | 4 | 0.0% | 0.01% | 1245 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 138 | 4 | 0.0% | 0.0% | 1247 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Graney & King, LLC | History | No change | 106 | 4 | 0.0% | 0.0% | 1248 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Boreal Capital Management LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 1249 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Basepoint Wealth LLC | History | No change | 89 | 4 | 0.0% | 0.0% | 1250 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| YANKCOM Partnership | History | Reduced | 82 | 3 | 0.0% | 0.01% | 1259 | -876 | -91.44% | Q1 2026 | Apr 20, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 85 | 3 | 0.0% | 0.0% | 1254 | -196 | -69.75% | Q1 2026 | Apr 23, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 80 | 3 | 0.0% | — | 1262 | +80 | New | Q1 2026 | Apr 27, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 78 | 3 | 0.0% | — | 1264 | +78 | New | Q1 2026 | Apr 21, 2026 |
| Dunhill Financial, LLC | History | New | 68 | 3 | 0.0% | — | 1263 | +68 | New | Q1 2026 | May 06, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 85 | 3 | 0.0% | 0.0% | 1255 | -6 | -6.59% | Q1 2026 | May 06, 2026 |
| JNBA Financial Advisors | History | No change | 84 | 3 | 0.0% | 0.0% | 1256 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 82 | 3 | 0.0% | 0.0% | 1257 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 83 | 3 | 0.0% | 0.0% | 1258 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Nova Wealth Management, Inc. | History | No change | 80 | 3 | 0.0% | 0.0% | 1260 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Roxbury Financial LLC | History | No change | 76 | 3 | 0.0% | 0.0% | 1261 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 46 | 2 | 0.0% | 0.0% | 1271 | -75 | -61.98% | Q1 2026 | May 08, 2026 |
| Arlington Trust Co LLC | History | New | 63 | 2 | 0.0% | — | 1274 | +63 | New | Q1 2026 | Apr 08, 2026 |
| Pacifica Partners Inc. | History | New | 50 | 2 | 0.0% | — | 1273 | +50 | New | Q1 2026 | Apr 09, 2026 |
| SWAN Capital LLC | History | Reduced | 63 | 2 | 0.0% | 0.0% | 1269 | -43 | -40.57% | Q1 2026 | May 14, 2026 |
| Financial Freedom, LLC | History | Added to | 56 | 2 | 0.0% | 0.0% | 1270 | +1 | 1.82% | Q1 2026 | Apr 30, 2026 |
| Pacific Center for Financial Services | History | No change | 50 | 2 | 0.0% | 0.0% | 1265 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CVA Family Office, LLC | History | No change | 54 | 2 | 0.0% | 0.0% | 1266 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 50 | 2 | 0.0% | 0.0% | 1267 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 56 | 2 | 0.0% | 0.0% | 1268 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 46 | 2 | 0.0% | 0.0% | 1272 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 24 | 1 | 0.0% | 0.0% | 1278 | -21,579 | -99.89% | Q1 2026 | May 12, 2026 |
| Strategic Advocates LLC | History | Reduced | 30 | 1 | 0.0% | 0.0% | 1277 | -212 | -87.6% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | New | 36 | 1 | 0.0% | — | 1280 | +36 | New | Q1 2026 | May 14, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 32 | 1 | 0.0% | — | 1279 | +32 | New | Q1 2026 | May 06, 2026 |
| Dogwood Wealth Management LLC | History | New | 28 | 1 | 0.0% | — | 1281 | +28 | New | Q1 2026 | May 12, 2026 |
| IAG Wealth Partners, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 1275 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 1276 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 7.08% | — | -10,409,750 | -100.0% | Q1 2026 | May 14, 2026 |
| Boston Partners | History | Closed out | 0 | 0 | — | 0.04% | — | -1,042,773 | -100.0% | Q1 2026 | May 11, 2026 |
| Hiddenite Capital Partners LP | History | Closed out | 0 | 0 | — | 4.5% | — | -1,000,000 | -100.0% | Q1 2026 | May 07, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -657,700 | -100.0% | Q1 2026 | May 15, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -200,000 | -100.0% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -179,452 | -100.0% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -146,883 | -100.0% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -127,099 | -100.0% | Q1 2026 | May 15, 2026 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -119,394 | -100.0% | Q1 2026 | May 13, 2026 |
| Recurrent Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -118,388 | -100.0% | Q1 2026 | May 15, 2026 |
| tru Independence LLC | History | Closed out | 0 | 0 | — | 0.99% | — | -113,240 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Beaumont Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -90,501 | -100.0% | Q1 2026 | May 05, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -90,240 | -100.0% | Q1 2026 | May 15, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Closed out | 0 | 0 | — | 0.0% | — | -80,000 | -100.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69,469 | -100.0% | Q1 2026 | May 14, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.07% | — | -69,280 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -68,865 | -100.0% | Q1 2026 | May 12, 2026 |
| Employees Retirement System of Texas | History | Closed out | 0 | 0 | — | 0.02% | — | -62,882 | -100.0% | Q1 2026 | May 13, 2026 |
| Quinn Opportunity Partners LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -60,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -43,854 | -100.0% | Q1 2026 | May 07, 2026 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -30,976 | -100.0% | Q1 2026 | May 13, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -29,626 | -100.0% | Q1 2026 | May 07, 2026 |
| Total Clarity Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.24% | — | -28,138 | -100.0% | Q1 2026 | Apr 17, 2026 |
| DB Fitzpatrick & Co, Inc | History | Closed out | 0 | 0 | — | 0.82% | — | -26,483 | -100.0% | Q1 2026 | Apr 27, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,662 | -100.0% | Q1 2026 | May 15, 2026 |
| Total Wealth Planning & Management, Inc. | History | Closed out | 0 | 0 | — | 0.59% | — | -23,000 | -100.0% | Q1 2026 | May 05, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -22,543 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -21,039 | -100.0% | Q1 2026 | May 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.11% | — | -20,966 | -100.0% | Q1 2026 | May 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -19,987 | -100.0% | Q1 2026 | May 15, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -19,766 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Brucke Financial, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -14,070 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Garde Capital, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -12,345 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,518 | -100.0% | Q1 2026 | Apr 09, 2026 |
| EQUITABLE TRUST CO | History | Closed out | 0 | 0 | — | 0.02% | — | -11,457 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -11,100 | -100.0% | Q1 2026 | May 15, 2026 |
| Cordatus Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -11,032 | -100.0% | Q1 2026 | Apr 29, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.3% | — | -10,681 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,392 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BSW Wealth Partners | History | Closed out | 0 | 0 | — | 0.04% | — | -10,113 | -100.0% | Q1 2026 | Apr 14, 2026 |
| J. Derek Lewis & Associates Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -9,821 | -100.0% | Q1 2026 | May 21, 2026 |
| Xcel Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -9,531 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Modera Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,270 | -100.0% | Q1 2026 | May 06, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -9,200 | -100.0% | Q1 2026 | May 12, 2026 |
| Goodman Financial Corp | History | Closed out | 0 | 0 | — | 0.06% | — | -8,872 | -100.0% | Q1 2026 | May 06, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,196 | -100.0% | Q1 2026 | May 20, 2026 |
| Fort Sheridan Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,266 | -100.0% | Q1 2026 | May 06, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,909 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -6,777 | -100.0% | Q1 2026 | May 13, 2026 |
| PARK NATIONAL CORP /OH/ | History | Closed out | 0 | 0 | — | 0.01% | — | -6,629 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Private Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,459 | -100.0% | Q1 2026 | May 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,350 | -100.0% | Q1 2026 | May 12, 2026 |
| Traynor Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,181 | -100.0% | Q1 2026 | May 14, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Closed out | 0 | 0 | — | 0.03% | — | -6,027 | -100.0% | Q1 2026 | May 05, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,868 | -100.0% | Q1 2026 | May 13, 2026 |
| WealthPlan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,769 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.17% | — | -3,270 | -100.0% | Q1 2026 | May 12, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,119 | -100.0% | Q1 2026 | May 12, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,600 | -100.0% | Q1 2026 | May 12, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -2,375 | -100.0% | Q1 2026 | Apr 28, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,370 | -100.0% | Q1 2026 | May 13, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,057 | -100.0% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -863 | -100.0% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -697 | -100.0% | Q1 2026 | May 01, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -688 | -100.0% | Q1 2026 | Apr 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -640 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -625 | -100.0% | Q1 2026 | May 01, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -503 | -100.0% | Q1 2026 | May 01, 2026 |
| Fourth Dimension Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -430 | -100.0% | Q1 2026 | May 11, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -405 | -95.29% | Q1 2026 | May 06, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -341 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -328 | -100.0% | Q1 2026 | May 05, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -299 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -272 | -100.0% | Q1 2026 | May 07, 2026 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -266 | -100.0% | Q1 2026 | May 06, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -245 | -100.0% | Q1 2026 | May 11, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -222 | -100.0% | Q1 2026 | May 06, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -202 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -201 | -100.0% | Q1 2026 | May 15, 2026 |
| JTC Employer Solutions Trustee Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -146 | -100.0% | Q1 2026 | May 19, 2026 |
| Catherine Avery Investment Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q1 2026 | May 15, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 11, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | Apr 24, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Your Advocates Ltd., LLP | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Copia Wealth Management | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 04, 2026 |
| Purpose Unlimited Inc. | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 15, 2026 |
| Elequin Capital, LP | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 11, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 15, 2026 |
| Trust Co | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Team Financial Group, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clark Wealth Partners | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |