British American Tobacco p.l.c. - BTI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital International Investors | History | Reduced | 48,815,570 | 2,853,279 | 0.67% | 0.57% | 1 | -15,573,911 | -24.19% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 36,688,219 | 2,145,160 | 0.11% | 0.09% | 2 | +5,592,777 | 17.99% | Q1 2026 | May 15, 2026 |
| Capital Research Global Investors | History | Added to | 30,962,901 | 1,810,382 | 0.28% | 0.23% | 3 | +8,629,499 | 38.64% | Q1 2026 | May 13, 2026 |
| GQG Partners LLC | History | Reduced | 27,683,334 | 1,618,644 | 2.57% | 2.62% | 4 | -379,413 | -1.35% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Added to | 19,146,696 | 1,119,507 | 0.02% | 0.01% | 5 | +8,518,913 | 80.16% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,736,843 | 569,313 | 0.04% | 0.03% | 6 | +2,494,576 | 34.44% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | Added to | 9,688,305 | 566,423 | 0.08% | 0.07% | 7 | +169,738 | 1.78% | Q1 2026 | May 13, 2026 |
| Orbis Allan Gray Ltd | History | Reduced | 7,705,968 | 450,567 | 1.9% | 2.21% | 8 | -1,594,933 | -17.15% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,815,980 | 338,839 | 0.02% | 0.01% | 9 | +3,174,693 | 120.19% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 5,199,021 | 303,986 | 0.02% | 0.02% | 10 | +386,673 | 8.04% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,649,451 | 271,853 | 0.05% | 0.04% | 11 | +801,560 | 20.83% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 4,231,168 | 247,396 | 0.2% | 0.19% | 12 | +1,864,198 | 78.76% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 4,145,804 | 242,405 | 0.34% | 0.26% | 13 | +879,204 | 26.91% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,131,911 | 241,592 | 0.06% | 0.05% | 14 | +1,151,124 | 38.62% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 3,859,832 | 225,684 | 0.04% | 0.03% | 15 | +694,206 | 21.93% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,886,821 | 224,659 | 0.11% | 0.0% | 16 | +3,766,004 | 3117.11% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 3,837,098 | 224,355 | 0.03% | 0.02% | 17 | +1,358,541 | 54.81% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,791,275 | 221,674 | 0.07% | 0.05% | 18 | +833,530 | 28.18% | Q1 2026 | May 14, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 3,708,963 | 216,863 | 3.24% | 3.5% | 19 | -36,125 | -0.96% | Q1 2026 | Apr 29, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 3,697,755 | 216,207 | 0.35% | 0.36% | 20 | -79,537 | -2.11% | Q1 2026 | May 11, 2026 |
| MARSHALL WACE, LLP | History | Added to | 3,307,996 | 193,418 | 0.19% | 0.06% | 21 | +2,061,221 | 165.32% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,852,870 | 166,807 | 0.02% | 0.02% | 22 | +150,366 | 5.56% | Q1 2026 | May 15, 2026 |
| Contrarius Group Holdings Ltd | History | New | 2,823,441 | 165,086 | 9.35% | — | 23 | +2,823,441 | New | Q1 2026 | May 11, 2026 |
| Newport Trust Company, LLC | History | Reduced | 2,533,038 | 148,106 | 0.36% | 0.35% | 24 | -78,067 | -2.99% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,413,551 | 141,120 | 0.02% | 0.02% | 25 | +369,993 | 18.11% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 2,395,725 | 140,078 | 0.04% | 0.03% | 26 | +286,155 | 13.56% | Q1 2026 | May 06, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Added to | 2,362,818 | 137,657 | 0.31% | 0.01% | 27 | +2,303,743 | 3899.69% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,265,275 | 132,450 | 0.01% | 0.02% | 28 | -526,081 | -18.85% | Q1 2026 | May 15, 2026 |
| Empyrean Capital Partners, LP | History | Reduced | 1,925,000 | 112,554 | 3.67% | 4.34% | 29 | -275,000 | -12.5% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 1,793,515 | 104,866 | 0.24% | 0.03% | 30 | +1,587,834 | 771.99% | Q1 2026 | May 11, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 1,668,522 | 97,558 | 0.17% | 0.14% | 31 | +260,542 | 18.5% | Q1 2026 | May 14, 2026 |
| Capital International, Inc./CA/ | History | Added to | 1,605,846 | 93,893 | 0.72% | 0.56% | 32 | +352,398 | 28.11% | Q1 2026 | May 13, 2026 |
| Maple Rock Capital Partners Inc. | History | Reduced | 1,589,100 | 92,914 | 3.02% | 3.1% | 33 | -66,200 | -4.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Reduced | 1,503,677 | 87,919 | 0.03% | 0.05% | 34 | -991,719 | -39.74% | Q1 2026 | May 15, 2026 |
| Cullen Capital Management, LLC | History | Added to | 1,343,678 | 78,564 | 0.81% | 0.83% | 35 | +8,715 | 0.65% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,303,646 | 76,223 | 0.07% | 0.04% | 36 | +559,858 | 75.27% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 1,282,400 | 72,609 | 0.14% | 0.14% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,201,558 | 70,255 | 0.01% | 0.01% | 38 | +545,789 | 83.23% | Q1 2026 | May 05, 2026 |
| Madison Avenue Partners, LP | History | Reduced | 1,123,767 | 65,706 | 2.86% | 2.98% | 39 | -100,000 | -8.17% | Q1 2026 | May 15, 2026 |
| Callodine Capital Management, LP | History | Added to | 1,077,491 | 63,000 | 4.41% | 3.09% | 40 | +397,114 | 58.37% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 1,076,449 | 62,939 | 0.28% | 0.23% | 41 | -394,378 | -26.81% | Q1 2026 | May 14, 2026 |
| Prescott General Partners LLC | History | Added to | 920,100 | 53,798 | 3.94% | 0.89% | 42 | +700,000 | 318.04% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 882,754 | 51,614 | 0.05% | 0.03% | 43 | +243,006 | 37.98% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 839,628 | 49,093 | 0.05% | 0.09% | 44 | -710,686 | -45.84% | Q1 2026 | May 15, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Added to | 804,683 | 47,050 | 0.92% | 0.88% | 45 | +4,453 | 0.56% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 802,783 | 46,938 | 0.03% | 0.02% | 46 | +169,816 | 26.83% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 783,165 | 45,791 | 0.03% | 0.03% | 47 | -23,634 | -2.93% | Q1 2026 | May 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 766,683 | 44,827 | 0.11% | 0.22% | 48 | -755,049 | -49.62% | Q1 2026 | May 14, 2026 |
| Bridgewater Associates, LP | History | Reduced | 765,848 | 44,779 | 0.2% | 0.61% | 49 | -2,186,230 | -74.06% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 762,785 | 44,595 | 0.01% | 0.01% | 50 | +5,155 | 0.68% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Reduced | 740,681 | 43,925 | 0.0% | 0.0% | 51 | -15,104 | -2.0% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 684,858 | 40,043 | 0.01% | 0.01% | 52 | +119,135 | 21.06% | Q1 2026 | May 14, 2026 |
| BAHL & GAYNOR INC | History | Added to | 663,467 | 38,792 | 0.2% | 0.0% | 53 | +655,418 | 8142.85% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Added to | 640,106 | 37,426 | 0.08% | 0.06% | 54 | +82,219 | 14.74% | Q1 2026 | May 06, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 653,402 | 35,229 | 3.49% | 3.86% | 55 | -4,481 | -0.68% | Q1 2026 | May 06, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 589,730 | 34,482 | 0.27% | 0.25% | 56 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 589,300 | 34,456 | 0.07% | 0.09% | 57 | -360,200 | -37.94% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 588,453 | 34,406 | 0.0% | 0.0% | 58 | +98,753 | 20.17% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 581,299 | 33,988 | 0.05% | 0.0% | 59 | +528,200 | 994.75% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 570,210 | 33,340 | 0.01% | 0.01% | 60 | -424,967 | -42.7% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 568,217 | 33,223 | 0.04% | 0.03% | 61 | +46,517 | 8.92% | Q1 2026 | May 15, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 561,466 | 32,828 | 4.18% | 3.93% | 62 | +2,214 | 0.4% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 535,933 | 31,336 | 0.01% | 0.03% | 63 | -785,127 | -59.43% | Q1 2026 | May 15, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 531,452 | 31,073 | 0.53% | 0.35% | 64 | +157,969 | 42.3% | Q1 2026 | May 15, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 500,864 | 29,285 | 0.36% | 0.38% | 65 | +17,726 | 3.67% | Q1 2026 | May 14, 2026 |
| IMC-Chicago, LLC | History | Added to | 499,300 | 29,194 | 0.01% | 0.01% | 66 | +137,100 | 37.85% | Q1 2026 | May 05, 2026 |
| Invesco Ltd. | History | Reduced | 498,726 | 29,160 | 0.0% | 0.01% | 67 | -79,732 | -13.78% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 493,770 | 28,870 | 0.14% | 0.15% | 68 | +6,627 | 1.36% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 480,107 | 28,080 | 0.04% | 0.04% | 69 | -45,780 | -8.71% | Q1 2026 | May 15, 2026 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | History | Reduced | 450,133 | 26,319 | 6.27% | 7.09% | 70 | -3,673 | -0.81% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 448,937 | 26,249 | 0.04% | 0.03% | 71 | +19,452 | 4.53% | Q1 2026 | Apr 27, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 413,200 | 24,159 | 0.88% | 0.83% | 72 | -27,200 | -6.18% | Q1 2026 | May 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 409,606 | 23,936 | 0.02% | 0.0% | 73 | +340,153 | 489.76% | Q1 2026 | May 14, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 405,797 | 23,726 | 0.13% | 0.09% | 74 | +159,382 | 64.68% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 400,000 | 23,388 | 0.02% | 0.02% | 75 | -274,317 | -40.68% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 398,397 | 23,294 | 0.04% | 0.04% | 76 | +42,336 | 11.89% | Q1 2026 | May 15, 2026 |
| SMITH THOMAS W | History | No change | 397,500 | 23,241 | 22.97% | 20.81% | 77 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 392,344 | 22,940 | 0.02% | 0.02% | 78 | +13,488 | 3.56% | Q1 2026 | May 13, 2026 |
| ABC ARBITRAGE SA | History | Reduced | 390,728 | 22,845 | 3.03% | 4.87% | 79 | -527,925 | -57.47% | Q1 2026 | May 04, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 367,195 | 21,469 | 0.17% | 0.12% | 80 | +90,778 | 32.84% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 352,214 | 20,593 | 0.0% | 0.0% | 81 | +52,838 | 17.65% | Q1 2026 | May 15, 2026 |
| Adams Asset Advisors, LLC | History | No change | 343,016 | 20,056 | 2.25% | 2.56% | 82 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PEAK6 LLC | History | Added to | 325,532 | 19,033 | 0.04% | 0.02% | 83 | +139,076 | 74.59% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 320,813 | 18,757 | 0.0% | 0.0% | 84 | -2,941 | -0.91% | Q1 2026 | May 05, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 309,612 | 18,103 | 0.03% | 0.03% | 85 | -5,003 | -1.59% | Q1 2026 | May 14, 2026 |
| EPACRIA CAPITAL PARTNERS, LLC | History | Reduced | 290,381 | 16,978 | 13.15% | 14.15% | 86 | -25,150 | -7.97% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 287,970 | 16,837 | 0.42% | 0.43% | 87 | -645 | -0.22% | Q1 2026 | Apr 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 281,517 | 16,460 | 0.02% | 0.02% | 88 | -8,322 | -2.87% | Q1 2026 | Apr 27, 2026 |
| Modern Wealth Management, LLC | History | Added to | 283,876 | 16,433 | 0.28% | 0.29% | 89 | +2,192 | 0.78% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 276,052 | 16,140 | 0.01% | 0.01% | 90 | +19,136 | 7.45% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 272,667 | 15,942 | 0.02% | 0.02% | 91 | +24,549 | 9.89% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 272,175 | 15,914 | 0.44% | 0.41% | 92 | -7,549 | -2.7% | Q1 2026 | Apr 27, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 266,290 | 15,569 | 0.73% | 1.04% | 93 | -116,644 | -30.46% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 259,167 | 15,153 | 0.01% | 0.01% | 94 | +52,421 | 25.36% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 249,561 | 14,591 | 0.04% | 0.03% | 95 | -1,228 | -0.49% | Q1 2026 | May 04, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 228,227 | 13,344 | 0.0% | 0.0% | 96 | +16,599 | 7.84% | Q1 2026 | May 15, 2026 |
| OPAL CAPITAL LLC | History | Added to | 224,796 | 13,143 | 2.33% | 2.43% | 98 | +53,098 | 30.93% | Q1 2026 | May 15, 2026 |
| TrueMark Investments, LLC | History | Added to | 224,796 | 13,143 | 2.56% | 1.87% | 97 | +51,628 | 29.81% | Q1 2026 | Apr 20, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | Added to | 220,744 | 12,906 | 1.85% | 1.75% | 99 | +930 | 0.42% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 220,423 | 12,888 | 0.01% | 0.01% | 100 | +22,815 | 11.55% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 210,641 | 12,316 | 0.14% | 0.14% | 101 | +4,336 | 2.1% | Q1 2026 | Apr 23, 2026 |
| VIKING FUND MANAGEMENT LLC | History | Added to | 210,000 | 12,278 | 1.26% | 1.25% | 102 | +20,000 | 10.53% | Q1 2026 | Apr 10, 2026 |
| Pathstone Holdings, LLC | History | Added to | 207,766 | 12,155 | 0.05% | 0.04% | 103 | +44,745 | 27.45% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 207,069 | 12,107 | 0.0% | 0.0% | 104 | +168,078 | 431.07% | Q1 2026 | May 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 202,261 | 11,826 | 0.12% | 0.11% | 105 | +24,727 | 13.93% | Q1 2026 | Apr 27, 2026 |
| Quadrature Capital Ltd | History | New | 193,103 | 11,290 | 0.13% | — | 106 | +193,103 | New | Q1 2026 | May 15, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 186,736 | 10,918 | 0.12% | 0.11% | 107 | -27,046 | -12.65% | Q1 2026 | Apr 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 184,458 | 10,785 | 0.01% | 0.02% | 108 | -84,342 | -31.38% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 180,442 | 10,584 | 0.0% | 0.0% | 109 | +5,623 | 3.22% | Q1 2026 | May 15, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Added to | 177,839 | 10,398 | 0.12% | 0.1% | 110 | +4,250 | 2.45% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 176,230 | 10,304 | 0.09% | 0.07% | 111 | +14,494 | 8.96% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 175,457 | 10,258 | 0.01% | 0.01% | 112 | +12,564 | 7.71% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 173,585 | 10,149 | 0.0% | 0.01% | 113 | -201,250 | -53.69% | Q1 2026 | May 12, 2026 |
| Altrius Capital Management Inc | History | Added to | 168,516 | 9,853 | 1.96% | 2.0% | 114 | +1,774 | 1.06% | Q1 2026 | May 05, 2026 |
| Keystone Financial Planning, Inc. | History | No change | 167,249 | 9,779 | 2.61% | 2.75% | 115 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Dupree Financial Group, LLC | History | Reduced | 163,976 | 9,587 | 3.86% | 6.0% | 116 | -126,961 | -43.64% | Q1 2026 | Apr 23, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 163,072 | 9,534 | 0.13% | 0.12% | 117 | +1,838 | 1.14% | Q1 2026 | Apr 30, 2026 |
| Moran Wealth Management, LLC | History | Added to | 161,088 | 9,418 | 0.29% | 0.27% | 118 | +8,001 | 5.23% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 159,220 | 9,309 | 0.05% | 0.04% | 119 | +32,530 | 25.68% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 154,024 | 9,006 | 0.02% | 0.01% | 120 | +44,069 | 40.08% | Q1 2026 | Apr 22, 2026 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | History | No change | 150,000 | 8,770 | 3.18% | 3.28% | 121 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 148,637 | 8,690 | 0.05% | 0.04% | 122 | +24,190 | 19.44% | Q1 2026 | Apr 15, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 147,738 | 8,638 | 0.99% | 1.04% | 123 | -11,275 | -7.09% | Q1 2026 | Apr 28, 2026 |
| Capricorn Fund Managers Ltd | History | New | 147,000 | 8,595 | 1.34% | — | 124 | +147,000 | New | Q1 2026 | Apr 24, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 144,921 | 8,473 | 0.15% | 0.15% | 125 | -1,813 | -1.24% | Q1 2026 | Apr 20, 2026 |
| KIZE CAPITAL LP | History | No change | 141,000 | 8,244 | 10.35% | 9.42% | 126 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | No change | 140,000 | 8,185 | 0.05% | 0.03% | 127 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Reduced | 139,908 | 8,180 | 0.36% | 0.34% | 128 | -3,097 | -2.17% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Added to | 139,845 | 8,176 | 0.09% | 0.07% | 129 | +34,331 | 32.54% | Q1 2026 | May 05, 2026 |
| Kennon-Green & Company, LLC | History | Reduced | 138,312 | 8,087 | 6.63% | 6.32% | 130 | -2,322 | -1.65% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 137,695 | 8,051 | 0.01% | 0.01% | 131 | +9,849 | 7.7% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 133,841 | 7,825 | 0.5% | 0.38% | 132 | -10,170 | -7.06% | Q1 2026 | May 08, 2026 |
| Inlet Private Wealth, LLC | History | Reduced | 133,818 | 7,824 | 2.0% | 1.85% | 133 | -7,310 | -5.18% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 133,493 | 7,805 | 0.16% | 0.14% | 134 | +19,933 | 17.55% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Added to | 131,171 | 7,669 | 0.04% | 0.03% | 135 | +20,144 | 18.14% | Q1 2026 | May 15, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 130,231 | 7,614 | 0.94% | 0.84% | 136 | +12,429 | 10.55% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 128,792 | 7,530 | 0.0% | 0.0% | 137 | +26,824 | 26.31% | Q1 2026 | May 08, 2026 |
| Twin Tree Management, LP | History | Reduced | 128,600 | 7,519 | 0.16% | 0.1% | 138 | -64,200 | -33.3% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 127,749 | 7,469 | 0.02% | 0.02% | 139 | +4,871 | 3.96% | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Added to | 127,508 | 7,455 | 0.0% | 0.0% | 140 | +27,361 | 27.32% | Q1 2026 | May 11, 2026 |
| Savoir Faire Capital Management, L.P. | History | Reduced | 124,498 | 7,279 | 4.4% | 4.21% | 141 | -32,285 | -20.59% | Q1 2026 | May 01, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 123,312 | 7,210 | 0.74% | 0.69% | 142 | +2,795 | 2.32% | Q1 2026 | May 15, 2026 |
| Poehling Capital Management, INC. | History | Reduced | 119,580 | 6,991 | 1.47% | 1.39% | 143 | -576 | -0.48% | Q1 2026 | Apr 21, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 119,135 | 6,966 | 0.07% | 0.05% | 144 | +40,128 | 50.79% | Q1 2026 | May 12, 2026 |
| Wealth High Governance Capital Ltda | History | No change | 122,052 | 6,910 | 1.29% | 1.29% | 145 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 118,025 | 6,900 | 0.08% | 0.08% | 146 | +7,278 | 6.57% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 117,742 | 6,884 | 0.01% | 0.0% | 147 | +89,752 | 320.66% | Q1 2026 | May 14, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Reduced | 117,210 | 6,853 | 1.8% | 1.81% | 148 | -965 | -0.82% | Q1 2026 | Apr 09, 2026 |
| Boston Partners | History | Added to | 114,292 | 6,682 | 0.01% | 0.01% | 149 | +4,710 | 4.3% | Q1 2026 | May 11, 2026 |
| SG Americas Securities, LLC | History | Reduced | 111,264 | 6,506 | 0.01% | 0.05% | 150 | -628,423 | -84.96% | Q1 2026 | Apr 16, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Reduced | 109,626 | 6,409 | 0.45% | 1.21% | 151 | -156,109 | -58.75% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Added to | 108,838 | 6,363 | 0.2% | 0.2% | 152 | +31,250 | 40.28% | Q1 2026 | Apr 29, 2026 |
| Blackstone Inc. | History | Added to | 106,888 | 6,249 | 0.02% | 0.02% | 153 | +29,574 | 38.25% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 106,758 | 6,242 | 0.02% | 0.02% | 154 | +10,415 | 10.81% | Q1 2026 | May 13, 2026 |
| BW Gestao de Investimentos Ltda. | History | Added to | 105,229 | 6,152 | 0.2% | 0.1% | 155 | +27,281 | 35.0% | Q1 2026 | Apr 28, 2026 |
| HENNESSY ADVISORS INC | History | New | 104,600 | 6,115 | 0.22% | — | 156 | +104,600 | New | Q1 2026 | Apr 21, 2026 |
| M&T BANK CORP | History | Added to | 101,609 | 5,941 | 0.02% | 0.01% | 157 | +40,724 | 66.89% | Q1 2026 | May 12, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 96,000 | 5,613 | 0.01% | — | 158 | +96,000 | New | Q1 2026 | May 15, 2026 |
| SALT Holding Corp. | History | No change | 95,589 | 5,589 | 3.38% | 4.19% | 159 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 94,693 | 5,361 | 0.36% | 0.36% | 160 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 88,890 | 5,197 | 0.07% | 0.06% | 161 | -266 | -0.3% | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 88,350 | 5,149 | 0.01% | 0.01% | 162 | -9,259 | -9.49% | Q1 2026 | Apr 08, 2026 |
| Vident Advisory, LLC | History | Added to | 87,688 | 5,127 | 0.04% | 0.02% | 163 | +41,027 | 87.93% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 85,998 | 5,028 | 0.01% | 0.01% | 164 | -1,808 | -2.06% | Q1 2026 | May 14, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 82,301 | 4,880 | 0.37% | 0.27% | 165 | +20,444 | 33.05% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Added to | 81,716 | 4,777 | 0.01% | 0.01% | 166 | +10,890 | 15.38% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 81,125 | 4,726 | 0.15% | 0.14% | 167 | +406 | 0.5% | Q1 2026 | May 11, 2026 |
| Walleye Trading LLC | History | Reduced | 80,200 | 4,689 | 0.01% | 0.02% | 168 | -221,900 | -73.45% | Q1 2026 | May 08, 2026 |
| CenterBook Partners LP | History | Reduced | 79,553 | 4,651 | 0.25% | 0.23% | 169 | -3,652 | -4.39% | Q1 2026 | May 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 79,209 | 4,631 | 0.0% | 0.0% | 170 | -284 | -0.36% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 78,348 | 4,581 | 0.02% | 0.02% | 171 | +1,149 | 1.49% | Q1 2026 | May 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 77,545 | 4,534 | 0.47% | 0.41% | 172 | -66 | -0.09% | Q1 2026 | May 06, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 77,370 | 4,523 | 0.19% | 0.19% | 173 | -700 | -0.9% | Q1 2026 | May 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 77,269 | 4,517 | 0.04% | 0.04% | 174 | +1,358 | 1.79% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 76,166 | 4,453 | 0.0% | 0.0% | 175 | -1,879 | -2.41% | Q1 2026 | May 05, 2026 |
| GABELLI FUNDS LLC | History | New | 76,000 | 4,443 | 0.03% | — | 176 | +76,000 | New | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 74,236 | 4,341 | 0.03% | 0.03% | 177 | +8,905 | 13.63% | Q1 2026 | Apr 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 74,155 | 4,335 | 0.03% | 0.02% | 178 | +21,303 | 40.31% | Q1 2026 | May 05, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 73,287 | 4,285 | 2.44% | 2.57% | 179 | +1,127 | 1.56% | Q1 2026 | May 15, 2026 |
| First Bank & Trust | History | Added to | 73,272 | 4,284 | 0.69% | 0.64% | 180 | +3,540 | 5.08% | Q1 2026 | Apr 10, 2026 |
| Vise Technologies, Inc. | History | No change | 74,936 | 4,242 | 0.08% | 0.08% | 181 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | Added to | 75,868 | 4,236 | 0.01% | 0.0% | 182 | +25,126 | 49.52% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Reduced | 71,374 | 4,173 | 0.02% | 0.06% | 183 | -272,526 | -79.25% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 71,295 | 4,168 | 0.05% | 0.04% | 184 | +12,599 | 21.46% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 70,306 | 4,110 | 0.01% | 0.05% | 185 | -236,458 | -77.08% | Q1 2026 | May 14, 2026 |
| CIBC Asset Management Inc | History | Added to | 69,174 | 4,044 | 0.01% | 0.01% | 186 | +3,533 | 5.38% | Q1 2026 | May 12, 2026 |
| Aquatic Capital Management LLC | History | New | 68,365 | 3,997 | 0.11% | — | 187 | +68,365 | New | Q1 2026 | May 15, 2026 |
| Headlands Technologies LLC | History | Added to | 68,263 | 3,991 | 0.45% | 0.05% | 188 | +57,968 | 563.07% | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 67,040 | 3,919 | 0.01% | 0.11% | 189 | -1,448,956 | -95.58% | Q1 2026 | May 15, 2026 |
| Orca Wealth Management, LLC | History | Added to | 66,810 | 3,906 | 2.78% | 2.74% | 190 | +4,598 | 7.39% | Q1 2026 | Apr 23, 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP | History | Added to | 65,234 | 3,814 | 1.23% | 1.13% | 191 | +825 | 1.28% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 64,821 | 3,790 | 0.06% | 0.05% | 192 | +9,462 | 17.09% | Q1 2026 | May 01, 2026 |
| Manske Wealth Management | History | Reduced | 64,773 | 3,787 | 1.06% | 1.09% | 193 | -618 | -0.95% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Added to | 64,684 | 3,774 | 0.0% | 0.0% | 194 | +11,001 | 20.49% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 63,581 | 3,717 | 0.02% | 0.01% | 195 | +5,161 | 8.83% | Q1 2026 | May 14, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 63,231 | 3,697 | 0.13% | 0.11% | 196 | +10,923 | 20.88% | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 62,852 | 3,674 | 0.0% | 0.0% | 197 | -107,101 | -63.02% | Q1 2026 | May 13, 2026 |
| Callan Family Office, LLC | History | Added to | 62,434 | 3,650 | 0.08% | 0.07% | 198 | +8,937 | 16.71% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 61,899 | 3,644 | 0.08% | 0.09% | 199 | +29,469 | 90.87% | Q1 2026 | Apr 27, 2026 |
| AR ASSET MANAGEMENT INC | History | No change | 61,464 | 3,594 | 0.69% | 0.71% | 200 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 61,048 | 3,569 | 0.22% | 0.27% | 201 | -10,224 | -14.35% | Q1 2026 | Apr 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 60,831 | 3,556 | 0.11% | 0.1% | 202 | +1,231 | 2.07% | Q1 2026 | May 13, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 58,837 | 3,440 | 0.82% | 0.81% | 203 | -425 | -0.72% | Q1 2026 | Apr 28, 2026 |
| Caption Management, LLC | History | New | 58,000 | 3,391 | 0.02% | — | 204 | +58,000 | New | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 57,800 | 3,379 | 0.01% | 0.01% | 205 | -49,700 | -46.23% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 57,715 | 3,374 | 0.05% | 0.05% | 206 | +6,103 | 11.82% | Q1 2026 | May 04, 2026 |
| Entropy Technologies, LP | History | New | 56,495 | 3,303 | 0.15% | — | 207 | +56,495 | New | Q1 2026 | May 14, 2026 |
| Uncommon Cents Investing LLC | History | Added to | 56,480 | 3,302 | 0.77% | 0.76% | 208 | +765 | 1.37% | Q1 2026 | Apr 15, 2026 |
| Phoenix Financial Ltd. | History | Added to | 55,906 | 3,268 | 0.03% | 0.03% | 209 | +10,306 | 22.6% | Q1 2026 | May 11, 2026 |
| Galilei Investment Office LLP | History | Added to | 55,861 | 3,219 | 1.67% | 1.47% | 210 | +713 | 1.29% | Q1 2026 | May 13, 2026 |
| ENGLISH CAPITAL MANAGEMENT LLC | History | No change | 54,529 | 3,188 | 1.87% | 1.9% | 211 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 54,500 | 3,186 | 0.01% | 0.0% | 212 | +8,300 | 17.97% | Q1 2026 | May 15, 2026 |
| WEXFORD CAPITAL LP | History | New | 53,180 | 3,109 | 0.45% | — | 214 | +53,180 | New | Q1 2026 | May 15, 2026 |
| Cherokee Insurance Co | History | No change | 53,176 | 3,109 | 1.18% | 1.22% | 213 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FULTON BANK, N.A. | History | Added to | 52,848 | 3,090 | 0.11% | 0.09% | 215 | +4,711 | 9.79% | Q1 2026 | Apr 24, 2026 |
| SIGNATUREFD, LLC | History | Added to | 52,670 | 3,079 | 0.05% | 0.04% | 216 | +1,007 | 1.95% | Q1 2026 | Apr 07, 2026 |
| CALIFORNIA FIRST LEASING CORP | History | No change | 52,500 | 3,069 | 0.98% | 0.97% | 217 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HF Advisory Group, LLC | History | Added to | 51,024 | 2,983 | 1.02% | 0.95% | 218 | +2,970 | 6.18% | Q1 2026 | Apr 21, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | Added to | 50,496 | 2,952 | 1.03% | 0.5% | 219 | +24,325 | 92.95% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 50,309 | 2,942 | 0.09% | 0.1% | 220 | -5,470 | -9.81% | Q1 2026 | May 15, 2026 |
| LFG Wealth Partners, LLC | History | No change | 51,410 | 2,910 | 1.86% | 1.86% | 221 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 49,310 | 2,883 | 0.01% | 0.01% | 222 | -12,997 | -20.86% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 50,664 | 2,869 | 0.02% | 0.02% | 223 | -1,484 | -2.85% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 48,273 | 2,822 | 0.1% | 0.09% | 224 | +36 | 0.07% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 49,499 | 2,802 | 0.05% | 0.05% | 225 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Added to | 47,871 | 2,799 | 1.87% | 1.79% | 226 | +2,469 | 5.44% | Q1 2026 | Apr 17, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 47,449 | 2,774 | 0.05% | 0.05% | 227 | -534 | -1.11% | Q1 2026 | May 18, 2026 |
| BROWN ADVISORY INC | History | Added to | 47,290 | 2,765 | 0.0% | 0.0% | 228 | +32,307 | 215.62% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 46,164 | 2,699 | 0.0% | 0.0% | 229 | +2,391 | 5.46% | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 46,146 | 2,698 | 0.14% | 0.15% | 230 | -2,091 | -4.33% | Q1 2026 | Apr 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 45,203 | 2,680 | 0.06% | 0.05% | 231 | +732 | 1.65% | Q1 2026 | May 15, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 45,240 | 2,645 | 0.91% | 0.85% | 232 | +3,965 | 9.61% | Q1 2026 | Apr 28, 2026 |
| AMG National Trust Bank | History | Added to | 45,120 | 2,638 | 0.06% | 0.06% | 233 | +2,026 | 4.7% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 44,392 | 2,595 | 0.01% | 0.02% | 234 | -31,169 | -41.25% | Q1 2026 | Apr 29, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 44,312 | 2,590 | 0.02% | 0.02% | 235 | +19,341 | 77.45% | Q1 2026 | May 15, 2026 |
| Alaethes Wealth, LLC | History | Added to | 43,322 | 2,569 | 0.73% | 0.63% | 236 | +4,085 | 10.41% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 43,500 | 2,543 | 0.04% | 0.03% | 237 | +6,316 | 16.99% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 43,317 | 2,532 | 0.02% | 0.02% | 238 | +3,045 | 7.56% | Q1 2026 | May 15, 2026 |
| Range Financial Group LLC | History | Reduced | 43,108 | 2,520 | 0.85% | 0.85% | 239 | -332 | -0.76% | Q1 2026 | Apr 30, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 42,322 | 2,474 | 0.11% | 0.11% | 240 | -2,517 | -5.61% | Q1 2026 | May 05, 2026 |
| Naviter Wealth, LLC | History | Added to | 41,330 | 2,451 | 0.31% | 0.3% | 241 | +1,668 | 4.21% | Q1 2026 | Apr 10, 2026 |
| Caprock Group, LLC | History | Reduced | 41,212 | 2,444 | 0.06% | 0.05% | 242 | -200 | -0.48% | Q1 2026 | May 11, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 41,336 | 2,416 | 0.4% | 0.41% | 243 | -588 | -1.4% | Q1 2026 | May 04, 2026 |
| Townsend & Associates, Inc | History | Reduced | 42,996 | 2,415 | 0.21% | 0.23% | 244 | -435 | -1.0% | Q1 2026 | Apr 28, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 41,165 | 2,406 | 0.01% | 0.0% | 245 | +10,867 | 35.87% | Q1 2026 | May 14, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 41,115 | 2,403 | 1.06% | 1.08% | 246 | -398 | -0.96% | Q1 2026 | May 11, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 43,716 | 2,396 | 0.01% | 0.0% | 247 | +10,682 | 32.34% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 41,570 | 2,388 | 0.04% | 0.06% | 248 | +17,189 | 70.5% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 40,321 | 2,357 | 0.01% | 0.01% | 249 | +2,337 | 6.15% | Q1 2026 | May 08, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 39,375 | 2,334 | 0.06% | 0.03% | 250 | +21,443 | 119.58% | Q1 2026 | May 14, 2026 |
| SYON CAPITAL LLC | History | Reduced | 39,483 | 2,308 | 0.12% | 0.11% | 251 | -1,220 | -3.0% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Added to | 39,134 | 2,288 | 0.03% | 0.02% | 252 | +12,053 | 44.51% | Q1 2026 | May 12, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 38,448 | 2,248 | 0.13% | 0.12% | 253 | +3,821 | 11.03% | Q1 2026 | Apr 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 37,940 | 2,218 | 0.01% | 0.01% | 254 | +718 | 1.93% | Q1 2026 | May 15, 2026 |
| Wealth Science Advisors LLC | History | No change | 38,782 | 2,195 | 1.23% | 1.27% | 255 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Dorsey Wright & Associates | History | Added to | 37,538 | 2,194 | 0.27% | 0.33% | 256 | +10,803 | 40.41% | Q1 2026 | May 06, 2026 |
| EQUITABLE TRUST CO | History | New | 37,323 | 2,182 | 0.1% | — | 257 | +37,323 | New | Q1 2026 | Apr 30, 2026 |
| Havemeyer Place LP | History | Added to | 37,083 | 2,168 | 0.25% | 0.12% | 258 | +26,657 | 255.68% | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 36,959 | 2,161 | 0.21% | 0.18% | 259 | +4,502 | 13.87% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 36,536 | 2,136 | 0.03% | 0.02% | 260 | +6,225 | 20.54% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | Reduced | 36,257 | 2,119 | 0.03% | 0.07% | 261 | -11,616 | -24.26% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 36,266 | 2,099 | 0.0% | 0.0% | 262 | +7,820 | 27.49% | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | Added to | 35,161 | 2,055 | 0.02% | 0.02% | 263 | +2,693 | 8.29% | Q1 2026 | Apr 20, 2026 |
| MAVERICK CAPITAL LTD | History | Added to | 35,053 | 2,049 | 0.02% | 0.02% | 264 | +4,693 | 15.46% | Q1 2026 | May 15, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 35,017 | 2,047 | 0.64% | 0.55% | 265 | +5,532 | 18.76% | Q1 2026 | May 13, 2026 |
| Souders Financial Advisors | History | Added to | 34,653 | 2,026 | 0.23% | 0.21% | 266 | +2,320 | 7.18% | Q1 2026 | May 04, 2026 |
| Compound Planning, Inc. | History | Reduced | 34,640 | 2,025 | 0.06% | 0.06% | 267 | -507 | -1.44% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 33,424 | 1,954 | 0.01% | 0.01% | 268 | +2,238 | 7.18% | Q1 2026 | Apr 30, 2026 |
| Ativo Capital Management LLC | History | Added to | 32,330 | 1,890 | 1.64% | 1.6% | 269 | +1 | 0.0% | Q1 2026 | May 01, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 31,286 | 1,829 | 0.13% | 0.04% | 270 | +22,195 | 244.14% | Q1 2026 | May 18, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 31,234 | 1,826 | 0.19% | 0.17% | 271 | +837 | 2.75% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 31,205 | 1,824 | 0.02% | 0.02% | 272 | +7,986 | 34.39% | Q1 2026 | Apr 20, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 30,430 | 1,804 | 0.04% | 0.03% | 273 | +3,709 | 13.88% | Q1 2026 | May 14, 2026 |
| Perpetual Ltd | History | Added to | 30,483 | 1,782 | 0.03% | 0.02% | 274 | +3,232 | 11.86% | Q1 2026 | Apr 14, 2026 |
| World Investment Advisors | History | Added to | 30,437 | 1,779 | 0.03% | 0.02% | 275 | +4,128 | 15.69% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 30,383 | 1,776 | 0.01% | 0.01% | 276 | +9,420 | 44.94% | Q1 2026 | May 15, 2026 |
| Qtron Investments LLC | History | Added to | 30,258 | 1,769 | 0.24% | 0.17% | 277 | +7,695 | 34.1% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 30,231 | 1,767 | 0.01% | 0.01% | 278 | -1,924 | -5.98% | Q1 2026 | May 15, 2026 |
| Timelo Investment Management Inc. | History | Reduced | 30,000 | 1,754 | 1.38% | 1.31% | 279 | -35,000 | -53.85% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 29,833 | 1,744 | 0.05% | 0.1% | 280 | -39,676 | -57.08% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 29,660 | 1,716 | 0.01% | 0.01% | 281 | +12,782 | 75.73% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 29,069 | 1,699 | 0.0% | 0.0% | 282 | +16,893 | 138.74% | Q1 2026 | May 14, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 28,459 | 1,663 | 0.03% | 0.03% | 283 | +1,880 | 7.07% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 27,863 | 1,629 | 0.02% | 0.02% | 284 | +1,425 | 5.39% | Q1 2026 | Apr 23, 2026 |
| NWAM LLC | History | Reduced | 27,755 | 1,622 | 0.09% | 0.09% | 285 | -9 | -0.03% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 27,463 | 1,605 | 0.01% | 0.01% | 286 | +878 | 3.3% | Q1 2026 | Apr 24, 2026 |
| Nuveen, LLC | History | New | 27,399 | 1,602 | 0.0% | — | 288 | +27,399 | New | Q1 2026 | Apr 30, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 27,400 | 1,602 | 0.7% | 0.2% | 287 | +15,100 | 122.76% | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 27,199 | 1,589 | 0.0% | 0.0% | 289 | +3,164 | 13.16% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | Added to | 27,130 | 1,586 | 0.0% | 0.0% | 290 | +24,750 | 1039.92% | Q1 2026 | May 06, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Reduced | 26,706 | 1,561 | 0.63% | 0.63% | 291 | -59 | -0.22% | Q1 2026 | Apr 24, 2026 |
| Brookstone Capital Management | History | Reduced | 26,420 | 1,544 | 0.02% | 0.02% | 292 | -32 | -0.12% | Q1 2026 | Apr 16, 2026 |
| Lido Advisors, LLC | History | Added to | 25,997 | 1,540 | 0.0% | 0.0% | 293 | +9,796 | 60.47% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 26,291 | 1,537 | 0.02% | 0.02% | 294 | +17 | 0.06% | Q1 2026 | May 08, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 26,003 | 1,520 | 0.07% | 0.12% | 295 | -20,533 | -44.12% | Q1 2026 | Apr 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 25,909 | 1,514 | 0.02% | 0.02% | 296 | +2,188 | 9.22% | Q1 2026 | May 11, 2026 |
| Obermeyer Wealth Partners | History | No change | 25,274 | 1,477 | 0.07% | 0.07% | 297 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 25,177 | 1,472 | 0.12% | 0.06% | 298 | +10,901 | 76.36% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Reduced | 25,018 | 1,462 | 0.03% | 0.08% | 299 | -31,901 | -56.05% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 24,532 | 1,434 | 0.0% | 0.0% | 300 | -1,364 | -5.27% | Q1 2026 | May 01, 2026 |
| Ascent Group, LLC | History | Reduced | 24,391 | 1,426 | 0.05% | 0.05% | 301 | -497 | -2.0% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 24,320 | 1,421 | 0.01% | 0.0% | 302 | +10,693 | 78.47% | Q1 2026 | Apr 24, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 24,301 | 1,420 | 0.01% | 0.01% | 303 | -3,100 | -11.31% | Q1 2026 | May 05, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 24,241 | 1,417 | 0.08% | 0.06% | 304 | +4,717 | 24.16% | Q1 2026 | Apr 21, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 24,166 | 1,412 | 0.0% | 0.0% | 305 | +789 | 3.38% | Q1 2026 | May 13, 2026 |
| J.Safra Asset Management Corp | History | Added to | 23,822 | 1,392 | 0.07% | 0.05% | 306 | +6,712 | 39.23% | Q1 2026 | May 04, 2026 |
| Ted Buchan & Co | History | Reduced | 23,627 | 1,381 | 0.5% | 0.5% | 307 | -447 | -1.86% | Q1 2026 | May 14, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 23,528 | 1,375 | 0.25% | 0.15% | 308 | +10,883 | 86.07% | Q1 2026 | May 13, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 23,503 | 1,374 | 0.25% | 0.23% | 309 | -394 | -1.65% | Q1 2026 | Apr 28, 2026 |
| GREENLEAF TRUST | History | Added to | 23,487 | 1,373 | 0.01% | 0.01% | 310 | +62 | 0.26% | Q1 2026 | Apr 27, 2026 |
| Applied Capital LLC/FL | History | Reduced | 23,406 | 1,368 | 0.65% | 0.8% | 311 | -487 | -2.04% | Q1 2026 | May 07, 2026 |
| Pictet Asset Management Holding SA | History | No change | 22,967 | 1,342 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 22,883 | 1,337 | 0.07% | 0.07% | 313 | +1,548 | 7.26% | Q1 2026 | Apr 16, 2026 |
| CEERA INVESTMENTS, LLC | History | Added to | 22,460 | 1,313 | 0.58% | 0.43% | 314 | +2,885 | 14.74% | Q1 2026 | May 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 21,992 | 1,285 | 0.01% | 0.01% | 315 | +3,334 | 17.87% | Q1 2026 | Apr 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 21,965 | 1,284 | 0.02% | 0.02% | 316 | +868 | 4.11% | Q1 2026 | May 07, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 21,750 | 1,271 | 0.01% | 0.01% | 317 | -441 | -1.99% | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 21,427 | 1,252 | 0.09% | 0.09% | 318 | -195 | -0.9% | Q1 2026 | May 05, 2026 |
| PCM Encore, LLC | History | Added to | 21,388 | 1,250 | 0.26% | 0.25% | 319 | +769 | 3.73% | Q1 2026 | May 12, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 21,294 | 1,245 | 0.18% | 0.15% | 320 | +1,522 | 7.7% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 20,981 | 1,226 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SANDERS MORRIS HARRIS LLC | History | Added to | 20,723 | 1,211 | 0.19% | 0.46% | 322 | +15,500 | 296.76% | Q1 2026 | Apr 09, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 20,678 | 1,209 | 0.07% | 0.07% | 323 | +2 | 0.01% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | Reduced | 20,638 | 1,206 | 0.01% | 0.03% | 324 | -3,690 | -15.17% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 20,613 | 1,205 | 0.01% | 0.0% | 325 | +5,271 | 34.36% | Q1 2026 | May 13, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Added to | 20,650 | 1,194 | 0.06% | 0.08% | 326 | +154 | 0.75% | Q1 2026 | Apr 15, 2026 |
| Code Waechter LLC | History | Reduced | 20,180 | 1,179 | 0.7% | 0.79% | 327 | -1,623 | -7.44% | Q1 2026 | Apr 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 20,000 | 1,169 | 0.0% | — | 328 | +20,000 | New | Q1 2026 | May 15, 2026 |
| Nicholas Wealth, LLC. | History | Added to | 19,930 | 1,165 | 0.8% | 0.73% | 329 | +755 | 3.94% | Q1 2026 | Apr 22, 2026 |
| HB Wealth Management, LLC | History | Added to | 19,869 | 1,161 | 0.01% | 0.01% | 330 | +3,216 | 19.31% | Q1 2026 | Apr 27, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | New | 19,854 | 1,160 | 0.53% | — | 331 | +19,854 | New | Q1 2026 | Apr 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 19,595 | 1,145 | 0.05% | 0.06% | 332 | -2,803 | -12.51% | Q1 2026 | Apr 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 19,435 | 1,136 | 0.05% | 0.05% | 333 | -1,132 | -5.5% | Q1 2026 | May 12, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 19,414 | 1,135 | 0.62% | 0.67% | 334 | -2,359 | -10.83% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 19,340 | 1,130 | 0.01% | 0.0% | 335 | +15,588 | 415.46% | Q1 2026 | May 08, 2026 |
| Keystone Financial Group | History | Added to | 19,241 | 1,125 | 0.08% | 0.07% | 337 | +1,685 | 9.6% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 19,244 | 1,125 | 0.0% | 0.0% | 336 | -881 | -4.38% | Q1 2026 | May 06, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 19,032 | 1,112 | 0.18% | 0.18% | 338 | +286 | 1.53% | Q1 2026 | Apr 29, 2026 |
| Ipswich Investment Management Co., Inc. | History | Reduced | 19,000 | 1,110 | 0.26% | 0.33% | 339 | -6,000 | -24.0% | Q1 2026 | Apr 10, 2026 |
| ASO GROUP Ltd | History | No change | 18,908 | 1,106 | 0.47% | 0.42% | 340 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Added to | 18,898 | 1,104 | 0.0% | 0.0% | 341 | +1,506 | 8.66% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 18,713 | 1,094 | 0.0% | 0.0% | 342 | +14,088 | 304.61% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 18,754 | 1,092 | 0.04% | 0.04% | 343 | +1,800 | 10.62% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | New | 18,604 | 1,087 | 0.02% | — | 345 | +18,604 | New | Q1 2026 | May 12, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 18,345 | 1,087 | 0.15% | 0.07% | 344 | +10,390 | 130.61% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 18,157 | 1,061 | 0.0% | 0.0% | 346 | +2,400 | 15.23% | Q1 2026 | May 14, 2026 |
| Glenorchy Capital Ltd | History | Added to | 17,917 | 1,047 | 0.06% | 0.05% | 348 | +2,536 | 16.49% | Q1 2026 | May 14, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 17,923 | 1,047 | 0.24% | 0.23% | 347 | -186 | -1.03% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 17,888 | 1,045 | 0.0% | 0.0% | 349 | +2,543 | 16.57% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 17,738 | 1,037 | 0.02% | 0.02% | 350 | +1,186 | 7.17% | Q1 2026 | Apr 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 17,677 | 1,033 | 0.0% | 0.0% | 351 | +1,058 | 6.37% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 17,555 | 1,026 | 0.01% | 0.01% | 352 | +2,947 | 20.17% | Q1 2026 | Apr 20, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 17,978 | 1,017 | 0.0% | 0.0% | 353 | +7,238 | 67.39% | Q1 2026 | May 15, 2026 |
| Adalta Capital Management LLC | History | Added to | 17,120 | 1,015 | 0.49% | 0.4% | 354 | +1,605 | 10.34% | Q1 2026 | May 15, 2026 |
| Glenview Trust Co | History | Reduced | 17,333 | 1,013 | 0.02% | 0.02% | 355 | -512 | -2.87% | Q1 2026 | May 08, 2026 |
| Parrish Capital LLC | History | Added to | 17,093 | 999 | 0.89% | 0.81% | 357 | +1,214 | 7.65% | Q1 2026 | Apr 28, 2026 |
| Michels Family Financial, LLC | History | Added to | 17,098 | 999 | 0.72% | 0.7% | 356 | +189 | 1.12% | Q1 2026 | Apr 24, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 16,949 | 990 | 0.56% | 0.58% | 358 | -646 | -3.67% | Q1 2026 | Apr 20, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 16,820 | 983 | 0.02% | 0.02% | 359 | +600 | 3.7% | Q1 2026 | May 12, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 16,857 | 981 | 0.0% | 0.0% | 360 | -1,674 | -9.03% | Q1 2026 | Apr 30, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 16,652 | 973 | 0.13% | 0.12% | 361 | -41 | -0.25% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Reduced | 16,359 | 956 | 0.03% | 0.04% | 362 | -6,261 | -27.68% | Q1 2026 | May 13, 2026 |
| Finer Wealth Management, Inc. | History | Added to | 16,350 | 955 | 0.48% | 0.43% | 363 | +819 | 5.27% | Q1 2026 | May 12, 2026 |
| Ascentis Independent Advisors | History | Added to | 16,043 | 938 | 0.07% | 0.06% | 364 | +9,754 | 155.1% | Q1 2026 | Apr 28, 2026 |
| CSS LLC/IL | History | Reduced | 16,030 | 937 | 0.04% | 0.07% | 365 | -10,140 | -38.75% | Q1 2026 | May 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 16,010 | 936 | 0.32% | 0.3% | 366 | +268 | 1.7% | Q1 2026 | Apr 09, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Reduced | 16,000 | 935 | 0.1% | 0.18% | 367 | -16,400 | -50.62% | Q1 2026 | May 14, 2026 |
| Plan Group Financial, LLC | History | Reduced | 16,000 | 935 | 0.22% | 0.32% | 368 | -5,700 | -26.27% | Q1 2026 | Apr 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 15,989 | 934 | 0.08% | 0.09% | 369 | +1,632 | 11.37% | Q1 2026 | May 12, 2026 |
| O'Brien Greene & Co. Inc | History | Added to | 15,943 | 932 | 0.26% | 0.25% | 370 | +1,000 | 6.69% | Q1 2026 | May 06, 2026 |
| Savant Capital, LLC | History | Added to | 15,896 | 929 | 0.0% | 0.0% | 371 | +2,067 | 14.95% | Q1 2026 | May 04, 2026 |
| TCW GROUP INC | History | No change | 15,706 | 918 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EntryPoint Capital, LLC | History | Added to | 15,669 | 916 | 0.27% | 0.08% | 373 | +11,859 | 311.26% | Q1 2026 | May 14, 2026 |
| Capital International Sarl | History | Reduced | 15,566 | 910 | 0.01% | 0.05% | 374 | -43,249 | -73.53% | Q1 2026 | May 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 15,483 | 905 | 0.03% | 0.03% | 375 | +501 | 3.34% | Q1 2026 | May 07, 2026 |
| Access Investment Management LLC | History | Added to | 15,425 | 901 | 0.24% | 0.2% | 376 | +1,230 | 8.67% | Q1 2026 | May 21, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 15,370 | 898 | 0.09% | 0.08% | 377 | +690 | 4.7% | Q1 2026 | Apr 10, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 15,317 | 895 | 0.0% | 0.0% | 378 | +2,399 | 18.57% | Q1 2026 | May 11, 2026 |
| Curi Capital, LLC | History | Reduced | 15,129 | 884 | 0.02% | 0.03% | 379 | -11,634 | -43.47% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | New | 15,257 | 876 | 0.06% | — | 380 | +15,257 | New | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,905 | 862 | 0.01% | 0.01% | 381 | +4,308 | 40.65% | Q1 2026 | Apr 07, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 14,586 | 852 | 0.08% | 0.07% | 382 | +1,270 | 9.54% | Q1 2026 | Apr 09, 2026 |
| Cresset Asset Management, LLC | History | Added to | 14,251 | 843 | 0.0% | 0.0% | 383 | +5,706 | 66.78% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 14,267 | 834 | 0.08% | 0.08% | 384 | +2,620 | 22.5% | Q1 2026 | Apr 06, 2026 |
| Legal & General Group Plc | History | Reduced | 14,192 | 829 | 0.0% | 0.0% | 385 | -32,772 | -69.78% | Q1 2026 | May 08, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 14,098 | 824 | 0.05% | 0.04% | 386 | +2,758 | 24.32% | Q1 2026 | Apr 29, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 14,081 | 823 | 0.61% | 0.57% | 387 | +96 | 0.69% | Q1 2026 | Apr 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 13,902 | 812 | 0.02% | 0.02% | 388 | -1,960 | -12.36% | Q1 2026 | May 15, 2026 |
| INTRUST BANK NA | History | Added to | 13,888 | 812 | 0.07% | 0.06% | 389 | +877 | 6.74% | Q1 2026 | May 06, 2026 |
| Ballentine Partners, LLC | History | Added to | 13,734 | 803 | 0.01% | 0.01% | 390 | +908 | 7.08% | Q1 2026 | May 14, 2026 |
| Banco de Sabadell, S.A | History | Added to | 13,576 | 792 | 0.53% | 0.49% | 391 | +377 | 2.86% | Q1 2026 | May 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 13,559 | 792 | 0.06% | 0.06% | 392 | +315 | 2.38% | Q1 2026 | Apr 30, 2026 |
| GeoWealth Management, LLC | History | Added to | 13,523 | 790 | 0.03% | 0.02% | 393 | +2,558 | 23.33% | Q1 2026 | May 13, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 13,474 | 787 | 0.03% | 0.02% | 394 | +3,108 | 29.98% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 13,355 | 780 | 0.04% | 0.04% | 395 | +976 | 7.88% | Q1 2026 | Apr 06, 2026 |
| Regal Investment Advisors LLC | History | Added to | 13,152 | 768 | 0.04% | 0.04% | 396 | +904 | 7.38% | Q1 2026 | May 14, 2026 |
| Gibbs Wealth Management | History | New | 13,071 | 764 | 0.1% | — | 398 | +13,071 | New | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 13,082 | 764 | 0.01% | 0.01% | 397 | -177 | -1.33% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 13,022 | 761 | 0.08% | 0.06% | 399 | +2,666 | 25.74% | Q1 2026 | May 11, 2026 |
| Procyon Advisors, LLC | History | New | 13,001 | 760 | 0.04% | — | 400 | +13,001 | New | Q1 2026 | May 04, 2026 |
| CONNABLE OFFICE INC | History | New | 12,935 | 756 | 0.07% | — | 401 | +12,935 | New | Q1 2026 | Apr 29, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 12,884 | 753 | 0.03% | 0.03% | 402 | -2,006 | -13.47% | Q1 2026 | Apr 24, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 12,815 | 749 | 0.19% | 0.19% | 403 | -103 | -0.8% | Q1 2026 | May 01, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 12,779 | 747 | 0.02% | 0.01% | 404 | +1,362 | 11.93% | Q1 2026 | Apr 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 12,721 | 743 | 0.01% | 0.01% | 405 | +289 | 2.32% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 12,636 | 738 | 0.02% | 0.02% | 406 | -610 | -4.61% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 12,565 | 734 | 0.04% | 0.04% | 407 | -1,947 | -13.42% | Q1 2026 | May 15, 2026 |
| Stokes Family Office, LLC | History | Reduced | 12,511 | 731 | 0.08% | 0.09% | 408 | -5,073 | -28.85% | Q1 2026 | May 11, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 12,455 | 728 | 0.15% | 0.14% | 409 | +547 | 4.59% | Q1 2026 | Apr 20, 2026 |
| Prospera Financial Services Inc | History | Added to | 12,326 | 720 | 0.01% | 0.01% | 410 | +403 | 3.38% | Q1 2026 | Apr 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 12,171 | 711 | 0.02% | 0.01% | 411 | +188 | 1.57% | Q1 2026 | May 01, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 12,041 | 704 | 0.05% | 0.05% | 412 | +226 | 1.91% | Q1 2026 | Apr 20, 2026 |
| Lantz Financial LLC | History | Added to | 11,810 | 690 | 0.14% | 0.12% | 413 | +1,420 | 13.67% | Q1 2026 | Apr 09, 2026 |
| FDx Advisors, Inc. | History | Added to | 11,786 | 689 | 0.22% | 0.15% | 414 | +6,526 | 124.07% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Added to | 11,651 | 681 | 0.01% | 0.01% | 415 | +3,135 | 36.81% | Q1 2026 | May 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 11,404 | 666 | 0.01% | — | 417 | +11,404 | New | Q1 2026 | Apr 27, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,395 | 666 | 0.02% | 0.02% | 416 | +598 | 5.54% | Q1 2026 | May 11, 2026 |
| May Hill Capital, LLC | History | Added to | 11,362 | 664 | 0.17% | 0.16% | 418 | +1,068 | 10.37% | Q1 2026 | May 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 11,348 | 663 | 0.01% | 0.0% | 419 | +6,352 | 127.14% | Q1 2026 | May 08, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 11,195 | 654 | 0.05% | 0.05% | 420 | +646 | 6.12% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Reduced | 11,172 | 653 | 0.0% | 0.0% | 421 | -384 | -3.32% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 11,100 | 649 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 11,028 | 644 | 0.4% | — | 424 | +11,028 | New | Q1 2026 | Apr 14, 2026 |
| Phillips Wealth Planners LLC | History | Added to | 10,661 | 644 | 0.48% | 0.4% | 423 | +2,101 | 24.54% | Q1 2026 | May 14, 2026 |
| REXFORD CAPITAL INC | History | No change | 10,870 | 635 | 0.45% | 0.47% | 425 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Abel Hall, LLC | History | Reduced | 10,848 | 634 | 0.14% | 0.25% | 426 | -7,896 | -42.13% | Q1 2026 | Apr 28, 2026 |
| Bank & Trust Co | History | No change | 10,840 | 633 | 0.43% | 0.43% | 427 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 10,779 | 630 | 0.01% | 0.01% | 428 | -136 | -1.25% | Q1 2026 | Apr 09, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 10,718 | 626 | 0.14% | 0.19% | 429 | -4,479 | -29.47% | Q1 2026 | Apr 23, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 10,650 | 622 | 0.1% | 0.1% | 430 | +262 | 2.52% | Q1 2026 | May 01, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 10,400 | 608 | 0.0% | 0.03% | 431 | -723,900 | -98.58% | Q1 2026 | May 14, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 10,422 | 603 | 0.08% | 0.07% | 433 | +1,743 | 20.08% | Q1 2026 | Apr 30, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 10,318 | 603 | 0.02% | 0.02% | 432 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 10,633 | 602 | 0.03% | 0.03% | 434 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 10,186 | 595 | 0.01% | 0.01% | 435 | +791 | 8.42% | Q1 2026 | Apr 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 10,132 | 592 | 0.01% | 0.01% | 436 | +439 | 4.53% | Q1 2026 | May 14, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 10,121 | 591 | 0.09% | 0.09% | 437 | -8 | -0.08% | Q1 2026 | Apr 28, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 10,041 | 587 | 0.0% | 0.01% | 438 | -1,792 | -15.14% | Q1 2026 | May 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 10,005 | 584 | 0.03% | 0.03% | 439 | +30 | 0.3% | Q1 2026 | May 14, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 10,000 | 584 | 0.06% | 0.07% | 440 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 9,925 | 580 | 0.17% | 0.33% | 442 | -9,350 | -48.51% | Q1 2026 | May 05, 2026 |
| Park Place Capital Corp | History | Added to | 9,923 | 580 | 0.12% | 0.11% | 443 | +741 | 8.07% | Q1 2026 | Apr 09, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 9,931 | 580 | 0.02% | 0.02% | 441 | +509 | 5.4% | Q1 2026 | May 11, 2026 |
| X-Square Capital, LLC | History | Added to | 9,892 | 578 | 0.19% | 0.18% | 444 | +11 | 0.11% | Q1 2026 | May 15, 2026 |
| Fielder Capital Group LLC | History | No change | 9,818 | 574 | 0.13% | 0.12% | 445 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 9,726 | 568 | 0.05% | 0.06% | 446 | -7,567 | -43.76% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 9,664 | 565 | 0.01% | — | 447 | +9,664 | New | Q1 2026 | Apr 14, 2026 |
| Ethic Inc. | History | Added to | 9,646 | 564 | 0.01% | 0.01% | 448 | +637 | 7.07% | Q1 2026 | Apr 27, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 9,620 | 562 | 0.01% | 0.01% | 449 | -171 | -1.75% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | New | 9,550 | 558 | 0.0% | — | 450 | +9,550 | New | Q1 2026 | May 13, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | No change | 9,491 | 554 | 0.2% | 0.19% | 451 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 9,615 | 552 | 0.03% | 0.03% | 453 | +688 | 7.71% | Q1 2026 | Apr 20, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,442 | 552 | 0.02% | 0.02% | 452 | +45 | 0.48% | Q1 2026 | Apr 21, 2026 |
| Weaver Consulting Group | History | Reduced | 9,290 | 543 | 0.13% | 0.13% | 454 | -195 | -2.06% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 9,280 | 542 | 0.01% | 0.01% | 455 | +325 | 3.63% | Q1 2026 | Apr 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 9,242 | 540 | 0.02% | 0.02% | 456 | +151 | 1.66% | Q1 2026 | Apr 08, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 9,209 | 538 | 0.01% | 0.01% | 457 | -363 | -3.79% | Q1 2026 | May 04, 2026 |
| Advisors Preferred, LLC | History | New | 9,169 | 536 | 0.08% | — | 458 | +9,169 | New | Q1 2026 | May 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 9,156 | 535 | 0.02% | 0.01% | 460 | +1,280 | 16.25% | Q1 2026 | May 14, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 9,161 | 535 | 0.03% | 0.03% | 459 | +264 | 2.97% | Q1 2026 | May 04, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 9,124 | 533 | 0.04% | 0.03% | 461 | +927 | 11.31% | Q1 2026 | May 06, 2026 |
| Pines Wealth Management, LLC | History | Added to | 9,110 | 532 | 0.17% | 0.15% | 462 | +990 | 12.19% | Q1 2026 | Apr 08, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 9,095 | 531 | 0.0% | 0.01% | 463 | -23,349 | -71.97% | Q1 2026 | May 07, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 9,081 | 531 | 0.07% | 0.06% | 466 | +669 | 7.95% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 9,092 | 531 | 0.01% | 0.01% | 464 | +265 | 3.0% | Q1 2026 | Apr 17, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 9,084 | 531 | 0.07% | 0.07% | 465 | +168 | 1.88% | Q1 2026 | May 14, 2026 |
| Gallacher Capital Management LLC | History | Added to | 9,039 | 528 | 0.2% | 0.19% | 467 | +288 | 3.29% | Q1 2026 | May 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 9,038 | 528 | 0.01% | 0.01% | 468 | -10 | -0.11% | Q1 2026 | May 11, 2026 |
| AA Financial Advisors, LLC | History | Added to | 8,981 | 525 | 0.07% | 0.08% | 471 | +1,793 | 24.94% | Q1 2026 | Apr 20, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 8,980 | 525 | 0.17% | 0.13% | 470 | +1,300 | 16.93% | Q1 2026 | Apr 16, 2026 |
| CMG Global Holdings, LLC | History | No change | 8,981 | 525 | 0.25% | 0.25% | 469 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 8,971 | 524 | 0.0% | 0.01% | 472 | -53,593 | -85.66% | Q1 2026 | May 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 8,975 | 524 | 0.04% | 0.03% | 473 | +1,013 | 12.72% | Q1 2026 | May 12, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 9,212 | 521 | 0.08% | 0.08% | 475 | -694 | -7.01% | Q1 2026 | Apr 22, 2026 |
| PDS Planning, Inc | History | Added to | 8,920 | 521 | 0.03% | 0.03% | 474 | +445 | 5.25% | Q1 2026 | Apr 21, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 8,840 | 516 | 0.1% | 0.16% | 476 | -5,322 | -37.58% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 8,797 | 514 | 0.02% | 0.02% | 477 | +17 | 0.19% | Q1 2026 | May 12, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 8,783 | 513 | 0.04% | 0.04% | 478 | -100 | -1.13% | Q1 2026 | May 01, 2026 |
| Quantitative Investment Management, LLC | History | New | 8,700 | 508 | 0.05% | — | 479 | +8,700 | New | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 8,687 | 507 | 0.0% | 0.0% | 480 | -3,475 | -28.57% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 8,674 | 507 | 0.02% | 0.02% | 481 | -74 | -0.85% | Q1 2026 | May 19, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 8,903 | 504 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | Added to | 7,834 | 498 | 0.01% | 0.01% | 483 | +4,134 | 111.73% | Q1 2026 | May 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 8,461 | 494 | 0.02% | 0.01% | 484 | +1,224 | 16.91% | Q1 2026 | Apr 17, 2026 |
| Arista Wealth Management, LLC | History | No change | 8,400 | 491 | 0.06% | 0.06% | 485 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | Added to | 8,395 | 490 | 0.39% | 0.34% | 486 | +1,350 | 19.16% | Q1 2026 | May 07, 2026 |
| Alteri Wealth LLC | History | Added to | 8,237 | 481 | 0.16% | 0.09% | 487 | +3,046 | 58.68% | Q1 2026 | May 06, 2026 |
| Value Investment Professionals, LLC | History | No change | 8,237 | 481 | 0.44% | 0.49% | 488 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 8,216 | 480 | 0.04% | 0.03% | 489 | +767 | 10.3% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 8,203 | 479 | 0.03% | 0.03% | 490 | +320 | 4.06% | Q1 2026 | Apr 27, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 8,190 | 478 | 0.01% | 0.02% | 491 | -7,984 | -49.36% | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | No change | 8,121 | 474 | 0.02% | 0.02% | 492 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 7,935 | 470 | 0.04% | 0.02% | 493 | +3,677 | 86.36% | Q1 2026 | May 15, 2026 |
| SITTNER & NELSON, LLC | History | No change | 8,050 | 470 | 0.17% | 0.18% | 494 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| First County Bank /CT/ | History | Reduced | 8,010 | 468 | 0.25% | 0.33% | 496 | -3,041 | -27.52% | Q1 2026 | Apr 03, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 8,044 | 468 | 0.02% | 0.02% | 495 | -229 | -2.77% | Q1 2026 | May 12, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 7,981 | 466 | 0.17% | 0.08% | 497 | +3,716 | 87.13% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 7,932 | 463 | 0.01% | 0.01% | 498 | +2,764 | 53.48% | Q1 2026 | Apr 22, 2026 |
| Larry Mathis Financial Planning, LLC | History | Reduced | 7,887 | 461 | 0.41% | 0.4% | 500 | -142 | -1.77% | Q1 2026 | Apr 21, 2026 |
| Syverson Strege & Co | History | Reduced | 7,894 | 461 | 0.11% | 0.11% | 499 | -90 | -1.13% | Q1 2026 | May 04, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 7,841 | 458 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| First City Capital Management, Inc. | History | Reduced | 7,790 | 455 | 0.24% | 0.24% | 502 | -400 | -4.88% | Q1 2026 | Apr 17, 2026 |
| Sigma Planning Corp | History | Added to | 7,726 | 451 | 0.01% | 0.01% | 503 | +624 | 8.79% | Q1 2026 | May 04, 2026 |
| HUB Investment Partners, LLC | History | Added to | 7,701 | 450 | 0.01% | 0.01% | 504 | +4,144 | 116.5% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 7,694 | 449 | 0.11% | 0.08% | 505 | +2,556 | 49.75% | Q1 2026 | Apr 29, 2026 |
| Sunpointe, LLC | History | Reduced | 7,688 | 449 | 0.15% | 0.15% | 506 | -75 | -0.97% | Q1 2026 | Apr 21, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 7,688 | 449 | 0.2% | 0.2% | 507 | +16 | 0.21% | Q1 2026 | May 04, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Reduced | 7,675 | 448 | 0.29% | 0.28% | 508 | -25 | -0.32% | Q1 2026 | Apr 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 7,656 | 447 | 0.01% | 0.01% | 509 | +1,811 | 30.98% | Q1 2026 | May 15, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 7,565 | 442 | 0.02% | 0.02% | 510 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 7,509 | 439 | 0.01% | 0.01% | 511 | +146 | 1.98% | Q1 2026 | May 11, 2026 |
| Annex Advisory Services, LLC | History | Added to | 7,521 | 439 | 0.01% | 0.01% | 512 | +103 | 1.39% | Q1 2026 | Apr 16, 2026 |
| TI-TRUST, INC | History | No change | 7,522 | 439 | 0.26% | 0.26% | 513 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 7,473 | 438 | 0.05% | 0.07% | 514 | -1,173 | -13.57% | Q1 2026 | Apr 10, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 7,399 | 432 | 0.01% | 0.01% | 515 | -10,703 | -59.13% | Q1 2026 | May 11, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 7,386 | 431 | 0.05% | 0.05% | 516 | +294 | 4.15% | Q1 2026 | Apr 23, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 7,364 | 430 | 0.22% | 0.24% | 517 | +107 | 1.47% | Q1 2026 | May 11, 2026 |
| LVW Advisors, LLC | History | Added to | 7,349 | 429 | 0.04% | 0.03% | 518 | +1,695 | 29.98% | Q1 2026 | Apr 20, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 7,332 | 428 | 0.05% | 0.04% | 519 | +1,078 | 17.24% | Q1 2026 | Apr 27, 2026 |
| COMMERCE BANK | History | Reduced | 7,276 | 425 | 0.0% | 0.0% | 520 | -1,544 | -17.51% | Q1 2026 | May 11, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 7,276 | 425 | 0.08% | 0.08% | 521 | +115 | 1.61% | Q1 2026 | Apr 28, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 7,238 | 423 | 0.16% | 0.14% | 522 | +1,116 | 18.23% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 7,208 | 421 | 0.0% | 0.0% | 523 | +1,842 | 34.33% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Added to | 7,196 | 420 | 0.01% | 0.01% | 525 | +2,779 | 62.92% | Q1 2026 | May 14, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 7,192 | 420 | 0.02% | 0.02% | 524 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| United Advisor Group, LLC | History | Added to | 7,171 | 419 | 0.05% | 0.05% | 526 | +39 | 0.55% | Q1 2026 | Apr 17, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 7,095 | 414 | 0.04% | 0.04% | 527 | -80 | -1.11% | Q1 2026 | May 12, 2026 |
| Guilbault Capital LLC | History | No change | 7,071 | 413 | 0.45% | 0.45% | 528 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Red Door Wealth Management, LLC | History | No change | 7,057 | 412 | 0.04% | 0.04% | 529 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 6,983 | 408 | 0.0% | 0.0% | 530 | -358 | -4.88% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Reduced | 6,970 | 407 | 0.02% | 0.02% | 532 | -1,675 | -19.38% | Q1 2026 | Apr 30, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 6,233 | 407 | 0.02% | 0.03% | 531 | -1,153 | -15.61% | Q1 2026 | May 14, 2026 |
| PCB Capital LLC | History | Reduced | 6,959 | 406 | 0.64% | 0.64% | 533 | -36 | -0.51% | Q1 2026 | Apr 29, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 6,932 | 405 | 0.26% | 0.26% | 535 | +191 | 2.83% | Q1 2026 | Apr 27, 2026 |
| Essex LLC | History | Reduced | 6,935 | 405 | 0.07% | 0.07% | 534 | -50 | -0.72% | Q1 2026 | Apr 24, 2026 |
| MBA Advisors LLC | History | No change | 6,850 | 400 | 0.15% | 0.16% | 536 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 6,782 | 396 | 0.15% | 0.1% | 537 | -411 | -5.71% | Q1 2026 | May 04, 2026 |
| Diversified Trust Co | History | New | 6,769 | 395 | 0.01% | — | 538 | +6,769 | New | Q1 2026 | Apr 16, 2026 |
| Hexagon Capital Partners LLC | History | New | 6,735 | 393 | 0.06% | — | 540 | +6,735 | New | Q1 2026 | May 04, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 6,735 | 393 | 0.33% | 0.28% | 539 | +279 | 4.32% | Q1 2026 | Apr 24, 2026 |
| Vantus Wealth LLC | History | No change | 6,913 | 391 | 0.29% | 0.29% | 541 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 6,589 | 390 | 0.02% | 0.01% | 542 | +2,169 | 49.07% | Q1 2026 | Apr 29, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 6,666 | 389 | 0.07% | 0.06% | 543 | +204 | 3.16% | Q1 2026 | Apr 21, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Added to | 6,602 | 386 | 0.04% | 0.04% | 544 | +12 | 0.18% | Q1 2026 | Apr 30, 2026 |
| Midwest Trust Co | History | Reduced | 6,554 | 383 | 0.0% | 0.01% | 545 | -2,959 | -31.1% | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | Added to | 6,595 | 381 | 0.08% | 0.11% | 546 | +530 | 8.74% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,465 | 378 | 0.01% | 0.01% | 547 | -1,030 | -13.74% | Q1 2026 | Apr 22, 2026 |
| Ariadne Wealth Management, LP | History | No change | 6,386 | 378 | 0.17% | 0.16% | 548 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 6,455 | 377 | 0.0% | 0.0% | 549 | -7,649 | -54.23% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | New | 6,366 | 372 | 0.01% | — | 550 | +6,366 | New | Q1 2026 | May 15, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Added to | 6,345 | 370 | 0.27% | 0.26% | 552 | +215 | 3.51% | Q1 2026 | May 08, 2026 |
| Ridgepath Capital Management LLC | History | Added to | 6,341 | 370 | 0.18% | 0.15% | 551 | +84 | 1.34% | Q1 2026 | May 07, 2026 |
| West Family Investments, Inc. | History | Reduced | 6,318 | 369 | 0.13% | 0.13% | 553 | -3,438 | -35.24% | Q1 2026 | May 07, 2026 |
| Frec Markets, Inc. | History | Added to | 6,327 | 369 | 0.06% | 0.07% | 555 | +1,822 | 40.44% | Q1 2026 | May 13, 2026 |
| Argent Trust Co | History | Added to | 6,320 | 369 | 0.01% | 0.01% | 554 | +165 | 2.68% | Q1 2026 | May 13, 2026 |
| Storgate, LLC | History | New | 6,292 | 367 | 0.29% | — | 556 | +6,292 | New | Q1 2026 | May 06, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 6,243 | 365 | 0.08% | 0.07% | 557 | -297 | -4.54% | Q1 2026 | Apr 13, 2026 |
| Advisor OS, LLC | History | New | 6,229 | 364 | 0.03% | — | 558 | +6,229 | New | Q1 2026 | May 07, 2026 |
| Empowered Funds, LLC | History | New | 6,184 | 361 | 0.0% | — | 560 | +6,184 | New | Q1 2026 | May 14, 2026 |
| Parvin Asset Management, LLC | History | Reduced | 6,190 | 361 | 0.26% | 0.29% | 559 | -250 | -3.88% | Q1 2026 | May 15, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 6,163 | 360 | 0.08% | 0.09% | 561 | -610 | -9.01% | Q1 2026 | Apr 09, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Added to | 8,400 | 359 | 0.17% | 0.14% | 562 | +3,200 | 61.54% | Q1 2026 | Apr 22, 2026 |
| Allie Family Office LLC | History | No change | 6,150 | 359 | 0.16% | 0.16% | 563 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 6,047 | 358 | 0.08% | 0.07% | 564 | -376 | -5.85% | Q1 2026 | Apr 13, 2026 |
| KINTRA WEALTH, LLC | History | New | 6,103 | 356 | 0.03% | — | 565 | +6,103 | New | Q1 2026 | May 15, 2026 |
| Alchemi Wealth, LLC | History | No change | 5,979 | 349 | 0.19% | 0.18% | 566 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sovran Advisors, LLC | History | Reduced | 5,911 | 347 | 0.03% | 0.05% | 568 | -3,754 | -38.84% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Added to | 5,941 | 347 | 0.0% | 0.0% | 567 | +2,203 | 58.94% | Q1 2026 | May 15, 2026 |
| Steadtrust LLC | History | Reduced | 5,950 | 347 | 0.2% | 0.21% | 569 | -50 | -0.83% | Q1 2026 | Apr 15, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 5,901 | 345 | 0.07% | 0.07% | 570 | -348 | -5.57% | Q1 2026 | Apr 20, 2026 |
| E-Wealth Partners, LLC | History | No change | 6,068 | 343 | 0.29% | 0.29% | 571 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| CAP Partners, LLC | History | Added to | 5,855 | 342 | 0.19% | 0.19% | 573 | +48 | 0.83% | Q1 2026 | Apr 28, 2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | History | No change | 5,850 | 342 | 0.12% | 0.11% | 572 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Indivisible Partners | History | New | 5,842 | 341 | 0.03% | — | 574 | +5,842 | New | Q1 2026 | Apr 30, 2026 |
| Blankinship & Foster, LLC | History | No change | 5,809 | 339 | 0.07% | 0.07% | 575 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 5,786 | 338 | 0.14% | 0.15% | 576 | -2,516 | -30.31% | Q1 2026 | May 01, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 5,720 | 334 | 0.1% | 0.08% | 577 | +1,005 | 21.31% | Q1 2026 | Apr 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,708 | 333 | 0.03% | 0.02% | 578 | +738 | 14.85% | Q1 2026 | Apr 30, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | No change | 5,610 | 328 | 0.12% | 0.12% | 579 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 5,596 | 327 | 0.0% | 0.01% | 580 | -2,689 | -32.46% | Q1 2026 | May 13, 2026 |
| Optas, LLC | History | Added to | 5,534 | 323 | 0.05% | 0.05% | 581 | +89 | 1.63% | Q1 2026 | Apr 24, 2026 |
| Leo Wealth, LLC | History | Added to | 5,467 | 319 | 0.02% | 0.02% | 582 | +318 | 6.18% | Q1 2026 | May 05, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 5,389 | 315 | 0.1% | 0.08% | 583 | +852 | 18.78% | Q1 2026 | May 12, 2026 |
| Concord Wealth Partners | History | No change | 5,335 | 311 | 0.04% | 0.04% | 584 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Intrua Financial, LLC | History | Added to | 5,306 | 310 | 0.03% | 0.03% | 585 | +196 | 3.84% | Q1 2026 | Apr 23, 2026 |
| IFS Group,LLC | History | New | 5,292 | 309 | 0.28% | — | 588 | +5,292 | New | Q1 2026 | May 18, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 5,286 | 309 | 0.02% | 0.02% | 586 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 5,300 | 309 | 0.04% | 0.04% | 587 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Trek Financial, LLC | History | Added to | 5,269 | 308 | 0.02% | 0.01% | 589 | +1,104 | 26.51% | Q1 2026 | May 13, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 5,197 | 303 | 0.04% | 0.04% | 591 | +421 | 8.81% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 5,192 | 303 | 0.02% | 0.02% | 590 | -110 | -2.07% | Q1 2026 | Apr 23, 2026 |
| ALLIANZ SE | History | No change | 5,161 | 301 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Added to | 5,289 | 299 | 0.14% | 0.14% | 594 | +41 | 0.78% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,291 | 299 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Reduced | 5,080 | 297 | 0.01% | 0.01% | 595 | -30 | -0.59% | Q1 2026 | Apr 22, 2026 |
| SYM FINANCIAL Corp | History | Added to | 5,060 | 295 | 0.03% | 0.02% | 596 | +1,412 | 38.71% | Q1 2026 | May 08, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 5,012 | 293 | 0.03% | 0.03% | 597 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ellevest, Inc. | History | No change | 5,017 | 293 | 0.04% | 0.04% | 598 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MQS Management LLC | History | New | 5,001 | 292 | 0.2% | — | 600 | +5,001 | New | Q1 2026 | Apr 23, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 5,001 | 292 | 0.05% | 0.06% | 599 | -563 | -10.12% | Q1 2026 | May 11, 2026 |
| Live Oak Private Wealth LLC | History | No change | 4,969 | 290 | 0.04% | 0.04% | 601 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 4,952 | 289 | 0.12% | 0.11% | 602 | -562 | -10.19% | Q1 2026 | Apr 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 4,929 | 288 | 0.01% | 0.01% | 603 | +471 | 10.57% | Q1 2026 | May 11, 2026 |
| Greenspring Advisors, LLC | History | New | 4,891 | 285 | 0.02% | — | 604 | +4,891 | New | Q1 2026 | May 04, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 4,785 | 283 | 0.13% | 0.12% | 605 | -136 | -2.76% | Q1 2026 | May 04, 2026 |
| Athena Wealth Management, LLC | History | New | 4,829 | 282 | 0.23% | — | 608 | +4,829 | New | Q1 2026 | Apr 17, 2026 |
| Epoch Investment Partners, Inc. | History | New | 4,823 | 282 | 0.0% | — | 607 | +4,823 | New | Q1 2026 | May 14, 2026 |
| BXM Wealth LLC | History | No change | 4,825 | 282 | 0.22% | 0.21% | 606 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 4,816 | 281 | 0.0% | 0.01% | 609 | -299,134 | -98.42% | Q1 2026 | May 06, 2026 |
| Sowell Financial Services LLC | History | Added to | 4,822 | 281 | 0.01% | 0.01% | 610 | +853 | 21.49% | Q1 2026 | Apr 20, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,781 | 279 | 0.01% | 0.03% | 611 | -8,386 | -63.69% | Q1 2026 | Apr 28, 2026 |
| AGH Wealth Advisors, LLC | History | Reduced | 4,782 | 279 | 0.21% | 0.21% | 612 | -55 | -1.14% | Q1 2026 | Apr 22, 2026 |
| Traveka Wealth, LLC | History | Added to | 4,758 | 278 | 0.11% | 0.11% | 615 | +8 | 0.17% | Q1 2026 | Apr 22, 2026 |
| Cromwell Holdings LLC | History | No change | 4,702 | 278 | 0.16% | 0.15% | 613 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 4,770 | 278 | 0.18% | 0.17% | 614 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 4,750 | 277 | 0.01% | 0.01% | 616 | +306 | 6.89% | Q1 2026 | Apr 27, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 4,625 | 270 | 0.02% | 0.02% | 617 | +122 | 2.71% | Q1 2026 | May 07, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 4,575 | 267 | 0.02% | 0.02% | 618 | -870 | -15.98% | Q1 2026 | Apr 27, 2026 |
| BFI Infinity Ltd. | History | Reduced | 4,574 | 267 | 0.15% | 0.17% | 619 | -371 | -7.5% | Q1 2026 | Apr 13, 2026 |
| Quintet Private Bank (Europe) S.A. | History | New | 4,500 | 263 | 0.02% | — | 621 | +4,500 | New | Q1 2026 | Apr 22, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 4,500 | 263 | 0.17% | 0.17% | 620 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Quantbot Technologies LP | History | Reduced | 4,490 | 262 | 0.01% | 0.01% | 622 | -3,240 | -41.91% | Q1 2026 | May 13, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 5,971 | 261 | 0.08% | 0.04% | 623 | +1,889 | 46.28% | Q1 2026 | Apr 23, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 4,425 | 258 | 0.05% | 0.04% | 624 | +872 | 24.54% | Q1 2026 | May 15, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 4,420 | 258 | 0.08% | 0.08% | 625 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bogart Wealth, LLC | History | Reduced | 4,363 | 255 | 0.01% | 0.01% | 626 | -184 | -4.05% | Q1 2026 | Apr 28, 2026 |
| J.M. Arbour, LLC | History | Added to | 4,346 | 254 | 0.24% | 0.22% | 628 | +503 | 13.09% | Q1 2026 | Apr 21, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 4,348 | 254 | 0.0% | 0.0% | 627 | +83 | 1.95% | Q1 2026 | Apr 10, 2026 |
| Sound Income Strategies, LLC | History | Added to | 4,377 | 253 | 0.01% | 0.01% | 629 | +129 | 3.04% | Q1 2026 | Apr 27, 2026 |
| StoneX Group Inc. | History | Reduced | 4,252 | 252 | 0.01% | 0.01% | 630 | -1,263 | -22.9% | Q1 2026 | May 14, 2026 |
| HCR Wealth Advisors | History | Reduced | 4,298 | 251 | 0.03% | 0.02% | 631 | -109 | -2.47% | Q1 2026 | Apr 21, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 4,270 | 249 | 0.01% | 0.0% | 632 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Brucke Financial, Inc. | History | Reduced | 4,256 | 248 | 0.13% | 0.33% | 634 | -6,359 | -59.91% | Q1 2026 | Apr 10, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 4,243 | 248 | 0.0% | 0.0% | 633 | -251 | -5.59% | Q1 2026 | May 01, 2026 |
| IHT Wealth Management, LLC | History | New | 4,241 | 247 | 0.01% | — | 638 | +4,241 | New | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 4,228 | 247 | 0.02% | 0.01% | 635 | +103 | 2.5% | Q1 2026 | Apr 13, 2026 |
| EDMP, INC. | History | No change | 4,239 | 247 | 0.2% | 0.2% | 636 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BAYBAN | History | No change | 4,237 | 247 | 0.21% | 0.21% | 637 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Gateway Wealth Partners, LLC | History | New | 4,220 | 246 | 0.01% | — | 641 | +4,220 | New | Q1 2026 | May 15, 2026 |
| FLC Capital Advisors | History | No change | 4,216 | 246 | 0.04% | 0.04% | 639 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Costello Asset Management, INC | History | No change | 4,208 | 246 | 0.09% | 0.08% | 640 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Blueshift Asset Management, LLC | History | New | 4,187 | 244 | 0.07% | — | 642 | +4,187 | New | Q1 2026 | May 14, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 4,149 | 242 | 0.04% | 0.04% | 645 | +196 | 4.96% | Q1 2026 | Apr 15, 2026 |
| Renasant Bank | History | Added to | 4,152 | 242 | 0.17% | 0.15% | 644 | +192 | 4.85% | Q1 2026 | Apr 29, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 4,146 | 242 | 0.01% | 0.01% | 643 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| New Republic Capital, LLC | History | Reduced | 4,125 | 241 | 0.08% | 0.1% | 646 | -2,256 | -35.35% | Q1 2026 | May 01, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 4,125 | 240 | 0.0% | 0.01% | 647 | +91 | 2.26% | Q1 2026 | May 11, 2026 |
| Arlington Partners LLC | History | New | 4,057 | 237 | 0.47% | — | 649 | +4,057 | New | Q1 2026 | Apr 09, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 4,056 | 237 | 0.02% | 0.02% | 648 | +322 | 8.62% | Q1 2026 | May 07, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 3,980 | 232 | 0.02% | 0.02% | 650 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 4,113 | 232 | 0.01% | 0.01% | 651 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Teamwork Financial Advisors, LLC | History | No change | 3,943 | 230 | 0.02% | 0.02% | 652 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MONTCHANIN ASSET MANAGEMENT, LLC | History | New | 3,870 | 226 | 0.24% | — | 654 | +3,870 | New | Q1 2026 | May 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,862 | 226 | 0.01% | 0.01% | 653 | +38 | 0.99% | Q1 2026 | May 18, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 3,868 | 225 | 0.01% | — | 656 | +3,868 | New | Q1 2026 | Apr 24, 2026 |
| TrinityBridge Ltd | History | No change | 3,855 | 225 | 0.01% | 0.0% | 655 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 3,840 | 224 | 0.03% | 0.03% | 657 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,825 | 223 | 0.0% | 0.0% | 658 | -448 | -10.48% | Q1 2026 | May 11, 2026 |
| Canopy Partners, LLC | History | Reduced | 3,824 | 223 | 0.08% | 0.07% | 659 | -3 | -0.08% | Q1 2026 | May 11, 2026 |
| Continuum Advisory, LLC | History | New | 3,806 | 222 | 0.02% | — | 661 | +3,806 | New | Q1 2026 | Apr 22, 2026 |
| Keebeck Wealth Management | History | New | 3,799 | 222 | 0.02% | — | 660 | +3,799 | New | Q1 2026 | May 14, 2026 |
| Advisor Resource Council | History | Added to | 3,790 | 221 | 0.07% | 0.08% | 662 | +16 | 0.42% | Q1 2026 | May 07, 2026 |
| a16z Perennial Management, L.P. | History | No change | 3,786 | 221 | 0.02% | 0.02% | 663 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Requisite Capital Management, LLC | History | No change | 3,725 | 220 | 0.04% | 0.04% | 664 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aspen Grove Capital, LLC | History | New | 3,708 | 219 | 0.04% | — | 665 | +3,708 | New | Q1 2026 | May 14, 2026 |
| Cardinal Point Capital Management ULC | History | New | 3,664 | 217 | 0.01% | — | 668 | +3,664 | New | Q1 2026 | Apr 20, 2026 |
| Wedmont Private Capital | History | New | 3,627 | 217 | 0.01% | — | 667 | +3,627 | New | Q1 2026 | Apr 09, 2026 |
| PFG Investments, LLC | History | Reduced | 3,728 | 217 | 0.01% | 0.01% | 666 | -236 | -5.95% | Q1 2026 | Apr 27, 2026 |
| MATHER GROUP, LLC. | History | New | 3,702 | 216 | 0.0% | — | 669 | +3,702 | New | Q1 2026 | Apr 13, 2026 |
| S Harris Financial Group, LLC | History | New | 3,697 | 216 | 0.2% | — | 670 | +3,697 | New | Q1 2026 | Apr 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 3,681 | 215 | 0.0% | — | 671 | +3,681 | New | Q1 2026 | May 04, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,658 | 213 | 0.0% | — | 672 | +3,658 | New | Q1 2026 | May 12, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 3,630 | 212 | 0.01% | — | 673 | +3,630 | New | Q1 2026 | Apr 16, 2026 |
| Abacus Planning Group, Inc. | History | No change | 3,611 | 211 | 0.03% | 0.03% | 674 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 3,600 | 210 | 0.0% | 0.01% | 677 | -1,561 | -30.25% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,599 | 210 | 0.0% | 0.0% | 675 | +1,164 | 47.8% | Q1 2026 | May 15, 2026 |
| Choate Investment Advisors | History | No change | 3,608 | 210 | 0.0% | 0.0% | 676 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 3,603 | 210 | 0.08% | 0.08% | 678 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 3,515 | 205 | 0.01% | — | 679 | +3,515 | New | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 3,529 | 204 | 0.01% | — | 681 | +3,529 | New | Q1 2026 | May 01, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | New | 3,500 | 204 | 0.02% | — | 680 | +3,500 | New | Q1 2026 | Apr 16, 2026 |
| WRAPMANAGER INC | History | New | 3,487 | 203 | 0.07% | — | 682 | +3,487 | New | Q1 2026 | May 11, 2026 |
| Palumbo Wealth Management LLC | History | New | 3,486 | 203 | 0.05% | — | 683 | +3,486 | New | Q1 2026 | May 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 3,482 | 202 | 0.0% | — | 684 | +3,482 | New | Q1 2026 | May 14, 2026 |
| Wick Capital Partners, LLC | History | New | 3,464 | 202 | 0.04% | — | 685 | +3,464 | New | Q1 2026 | May 15, 2026 |
| WEST PACES ADVISORS INC. | History | New | 3,451 | 201 | 0.04% | — | 686 | +3,451 | New | Q1 2026 | May 05, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | New | 3,435 | 200 | 0.01% | — | 688 | +3,435 | New | Q1 2026 | May 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 3,428 | 200 | 0.01% | 0.02% | 687 | -1,867 | -35.26% | Q1 2026 | May 21, 2026 |
| Asset Planning,Inc | History | No change | 3,228 | 188 | 0.13% | 0.13% | 689 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,913 | 170 | 0.0% | 0.0% | 690 | +687 | 30.86% | Q1 2026 | May 05, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 2,904 | 169 | 0.16% | 0.02% | 691 | +2,500 | 618.81% | Q1 2026 | Apr 24, 2026 |
| Grove Bank & Trust | History | Added to | 2,770 | 161 | 0.02% | 0.02% | 692 | +20 | 0.73% | Q1 2026 | Apr 08, 2026 |
| Hilltop National Bank | History | Added to | 2,634 | 154 | 0.04% | 0.03% | 693 | +187 | 7.64% | Q1 2026 | Apr 02, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 2,586 | 151 | 0.0% | 0.0% | 695 | -189 | -6.81% | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,585 | 151 | 0.01% | 0.01% | 694 | +42 | 1.65% | Q1 2026 | Apr 14, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 2,475 | 145 | 0.0% | 0.0% | 696 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| State of Wyoming | History | Added to | 2,465 | 144 | 0.02% | 0.01% | 697 | +50 | 2.07% | Q1 2026 | May 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 2,412 | 141 | 0.02% | — | 698 | +2,412 | New | Q1 2026 | Apr 08, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 2,363 | 138 | 0.09% | 0.09% | 699 | +1 | 0.04% | Q1 2026 | May 08, 2026 |
| MOTCO | History | Reduced | 2,304 | 134 | 0.01% | 0.02% | 701 | -834 | -26.58% | Q1 2026 | Apr 22, 2026 |
| UMB Bank, n.a. | History | Reduced | 2,301 | 134 | 0.0% | 0.0% | 700 | -277 | -10.74% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,359 | 133 | 0.0% | 0.0% | 702 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 2,139 | 125 | 0.01% | 0.01% | 704 | -49 | -2.24% | Q1 2026 | Apr 17, 2026 |
| Manchester Capital Management LLC | History | No change | 2,152 | 125 | 0.02% | 0.02% | 703 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| City State Bank | History | No change | 2,105 | 123 | 0.03% | 0.03% | 705 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,061 | 120 | 0.01% | 0.01% | 706 | +71 | 3.57% | Q1 2026 | May 13, 2026 |
| Addison Advisors LLC | History | Added to | 2,062 | 120 | 0.03% | 0.03% | 707 | +5 | 0.24% | Q1 2026 | May 08, 2026 |
| Forum Finance Group S.A. | History | New | 2,530 | 119 | 0.06% | — | 708 | +2,530 | New | Q1 2026 | May 07, 2026 |
| Synergy Investment Management, LLC | History | New | 2,006 | 117 | 0.04% | — | 709 | +2,006 | New | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,871 | 109 | 0.03% | — | 710 | +1,871 | New | Q1 2026 | May 08, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Reduced | 1,808 | 105 | 0.02% | 0.04% | 711 | -1,100 | -37.83% | Q1 2026 | May 12, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,792 | 104 | 0.01% | 0.01% | 712 | +661 | 58.44% | Q1 2026 | May 11, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,538 | 89 | 0.03% | — | 714 | +1,538 | New | Q1 2026 | May 13, 2026 |
| Truvestments Capital LLC | History | No change | 1,524 | 89 | 0.02% | 0.02% | 713 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | New | 1,504 | 87 | 0.07% | — | 715 | +1,504 | New | Q1 2026 | May 12, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 1,486 | 86 | 0.04% | 0.0% | 716 | +1,383 | 1342.72% | Q1 2026 | Apr 30, 2026 |
| CNB Bank | History | No change | 1,467 | 85 | 0.04% | 0.03% | 717 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,439 | 84 | 0.0% | 0.0% | 718 | +134 | 10.27% | Q1 2026 | May 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,440 | 84 | 0.03% | 0.03% | 719 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 1,422 | 83 | 0.05% | — | 721 | +1,422 | New | Q1 2026 | May 15, 2026 |
| Bayforest Capital Ltd | History | Reduced | 1,423 | 83 | 0.09% | 0.09% | 720 | -694 | -32.78% | Q1 2026 | Apr 15, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,325 | 77 | 0.03% | 0.03% | 722 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Main Street Group, LTD | History | New | 1,300 | 76 | 0.02% | — | 723 | +1,300 | New | Q1 2026 | May 06, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 1,566 | 74 | 0.02% | 0.02% | 724 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,242 | 72 | 0.01% | 0.01% | 725 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Opal Wealth Advisors, LLC | History | New | 1,224 | 71 | 0.02% | — | 726 | +1,224 | New | Q1 2026 | Apr 14, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 1,093 | 64 | 0.02% | 0.02% | 727 | -188 | -14.68% | Q1 2026 | May 07, 2026 |
| FIL Ltd | History | Added to | 1,092 | 63 | 0.0% | 0.0% | 728 | +300 | 37.88% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Added to | 1,073 | 62 | 0.01% | 0.01% | 729 | +40 | 3.87% | Q1 2026 | May 13, 2026 |
| CoreFirst Bank & Trust | History | No change | 1,110 | 62 | 0.03% | 0.03% | 730 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EFG International AG | History | New | 1,001 | 58 | 0.0% | — | 733 | +1,001 | New | Q1 2026 | May 15, 2026 |
| Heritage Wealth Advisors | History | No change | 1,000 | 58 | 0.0% | 0.0% | 731 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 998 | 58 | 0.01% | 0.01% | 732 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Colonial Trust Co / SC | History | Added to | 795 | 46 | 0.01% | 0.0% | 734 | +173 | 27.81% | Q1 2026 | May 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 782 | 45 | 0.01% | 0.01% | 735 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pandora Wealth, Inc. | History | No change | 774 | 43 | 0.03% | 0.03% | 736 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ancora Advisors LLC | History | Added to | 726 | 42 | 0.0% | 0.0% | 737 | +219 | 43.2% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 672 | 39 | 0.0% | 0.0% | 738 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 635 | 37 | 0.0% | 0.01% | 740 | +44 | 7.45% | Q1 2026 | May 06, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 636 | 37 | 0.0% | 0.0% | 739 | -14 | -2.15% | Q1 2026 | Apr 15, 2026 |
| True Wealth Design, LLC | History | Added to | 600 | 35 | 0.01% | 0.01% | 743 | +260 | 76.47% | Q1 2026 | Apr 13, 2026 |
| Avion Wealth | History | Added to | 606 | 35 | 0.01% | 0.01% | 742 | +8 | 1.34% | Q1 2026 | May 01, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 600 | 35 | 0.01% | 0.01% | 741 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SHP Wealth Management | History | Reduced | 577 | 33 | 0.0% | 0.0% | 745 | -40 | -6.48% | Q1 2026 | May 08, 2026 |
| Smithfield Trust Co | History | No change | 574 | 33 | 0.0% | 0.0% | 744 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CX Institutional | History | Reduced | 553 | 32 | 0.0% | 0.0% | 746 | -68 | -10.95% | Q1 2026 | Apr 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 522 | 30 | 0.0% | 0.0% | 748 | +24 | 4.82% | Q1 2026 | Apr 24, 2026 |
| Clearstead Advisors, LLC | History | Added to | 521 | 30 | 0.0% | 0.0% | 747 | +7 | 1.36% | Q1 2026 | May 06, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 500 | 29 | 0.0% | 0.16% | 750 | -20,800 | -97.65% | Q1 2026 | Apr 30, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Reduced | 500 | 29 | 0.01% | 0.01% | 749 | -100 | -16.67% | Q1 2026 | May 13, 2026 |
| Vision Retirement, LLC | History | Added to | 506 | 29 | 0.01% | 0.01% | 752 | +89 | 21.34% | Q1 2026 | May 07, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 505 | 29 | 0.01% | 0.01% | 751 | +37 | 7.91% | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 487 | 28 | 0.0% | 0.0% | 753 | +260 | 114.54% | Q1 2026 | Apr 21, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 488 | 28 | 0.0% | 0.0% | 754 | +42 | 9.42% | Q1 2026 | May 07, 2026 |
| ORG Partners LLC | History | No change | 505 | 28 | 0.0% | 0.0% | 755 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 486 | 28 | 0.02% | 0.02% | 756 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Destiny Wealth Partners, LLC | History | New | 471 | 27 | 0.0% | — | 760 | +471 | New | Q1 2026 | May 11, 2026 |
| Ares Financial Consulting, LLC | History | New | 471 | 27 | 0.02% | — | 761 | +471 | New | Q1 2026 | Apr 02, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 467 | 27 | 0.02% | 0.02% | 759 | -104 | -18.21% | Q1 2026 | Apr 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 463 | 27 | 0.0% | 0.0% | 757 | -30 | -6.09% | Q1 2026 | Apr 20, 2026 |
| Coston, McIsaac & Partners | History | No change | 465 | 27 | 0.01% | 0.01% | 758 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 442 | 25 | 0.0% | 0.0% | 762 | -167 | -27.42% | Q1 2026 | May 07, 2026 |
| Arlington Trust Co LLC | History | Added to | 415 | 24 | 0.0% | 0.0% | 764 | +136 | 48.75% | Q1 2026 | Apr 08, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 416 | 24 | 0.0% | 0.0% | 763 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 397 | 23 | 0.0% | 0.0% | 765 | +51 | 14.74% | Q1 2026 | Apr 29, 2026 |
| Riverview Trust Co | History | No change | 400 | 23 | 0.03% | 0.03% | 766 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Byrne Asset Management LLC | History | No change | 400 | 23 | 0.01% | 0.01% | 767 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 400 | 23 | 0.01% | 0.01% | 768 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Kennebec Savings Bank | History | No change | 410 | 23 | 0.02% | 0.02% | 769 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WPG Advisers, LLC | History | Reduced | 378 | 22 | 0.02% | 0.02% | 770 | -52 | -12.09% | Q1 2026 | Apr 29, 2026 |
| GW&K Investment Management, LLC | History | Added to | 351 | 21 | 0.0% | 0.0% | 771 | +84 | 31.46% | Q1 2026 | May 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 376 | 21 | 0.01% | 0.01% | 772 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 345 | 20 | 0.0% | — | 774 | +345 | New | Q1 2026 | Apr 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 344 | 20 | 0.0% | 0.0% | 773 | +87 | 33.85% | Q1 2026 | Apr 30, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 335 | 19 | 0.01% | — | 776 | +335 | New | Q1 2026 | May 12, 2026 |
| Signature Equity Partners, LLC | History | Added to | 335 | 19 | 0.01% | 0.01% | 775 | +11 | 3.4% | Q1 2026 | May 13, 2026 |
| Legend Capital Advisors LLC | History | New | 322 | 18 | 0.01% | — | 778 | +322 | New | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 308 | 18 | 0.0% | 0.0% | 777 | +208 | 208.0% | Q1 2026 | Apr 09, 2026 |
| BOCHK Asset Management Ltd | History | New | 300 | 17 | 0.0% | — | 783 | +300 | New | Q1 2026 | May 06, 2026 |
| Asset Dedication, LLC | History | No change | 315 | 17 | 0.0% | 0.0% | 779 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| McIlrath & Eck, LLC | History | No change | 304 | 17 | 0.0% | 0.0% | 780 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Centennial Bank/AR/ | History | No change | 300 | 17 | 0.01% | 0.01% | 781 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Advocate Investing Services LLC | History | No change | 300 | 17 | 0.01% | 0.01% | 782 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 288 | 16 | 0.0% | 0.0% | 784 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 271 | 15 | 0.0% | 0.0% | 787 | +101 | 59.41% | Q1 2026 | Apr 23, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 265 | 15 | 0.0% | 0.0% | 786 | +19 | 7.72% | Q1 2026 | Apr 17, 2026 |
| Winch Advisory Services, LLC | History | Added to | 265 | 15 | 0.0% | 0.0% | 785 | +3 | 1.15% | Q1 2026 | Apr 30, 2026 |
| Golden State Wealth Management, LLC | History | No change | 248 | 14 | 0.0% | 0.0% | 788 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Raiffeisen Bank International AG | History | No change | 248 | 14 | 0.0% | 0.0% | 789 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 232 | 13 | 0.0% | — | 794 | +232 | New | Q1 2026 | May 07, 2026 |
| Independence Bank of Kentucky | History | Reduced | 224 | 13 | 0.0% | 0.0% | 791 | -89 | -28.43% | Q1 2026 | Apr 30, 2026 |
| TD Capital Management LLC | History | Added to | 224 | 13 | 0.0% | 0.0% | 790 | +3 | 1.36% | Q1 2026 | May 11, 2026 |
| Westfuller Advisors, LLC | History | Added to | 224 | 13 | 0.01% | 0.0% | 793 | +3 | 1.36% | Q1 2026 | Apr 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 231 | 13 | 0.0% | 0.0% | 792 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SIMA Wealth Partners, LLC | History | New | 210 | 12 | 0.01% | — | 798 | +210 | New | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | Added to | 221 | 12 | 0.0% | 0.0% | 797 | +141 | 176.25% | Q1 2026 | May 04, 2026 |
| Key FInancial Inc | History | Reduced | 206 | 12 | 0.0% | 0.0% | 796 | -18 | -8.04% | Q1 2026 | Apr 24, 2026 |
| JNBA Financial Advisors | History | No change | 217 | 12 | 0.0% | 0.0% | 795 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 195 | 11 | 0.0% | — | 801 | +195 | New | Q1 2026 | May 13, 2026 |
| MASECO LLP | History | New | 193 | 11 | 0.0% | — | 802 | +193 | New | Q1 2026 | Apr 21, 2026 |
| Kentucky Trust Co | History | No change | 200 | 11 | 0.01% | 0.01% | 799 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 193 | 11 | 0.0% | 0.0% | 800 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 178 | 10 | 0.0% | 0.0% | 804 | +89 | 100.0% | Q1 2026 | Apr 28, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 181 | 10 | 0.0% | 0.0% | 803 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BankPlus Trust Department | History | No change | 186 | 10 | 0.0% | 0.0% | 805 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Basepoint Wealth LLC | History | Added to | 156 | 9 | 0.01% | 0.0% | 806 | +2 | 1.3% | Q1 2026 | May 07, 2026 |
| Bravera Wealth | History | No change | 158 | 9 | 0.0% | 0.0% | 807 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ninety One UK Ltd | History | New | 148 | 8 | 0.0% | — | 814 | +148 | New | Q1 2026 | Apr 24, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 142 | 8 | 0.0% | 0.0% | 812 | -84 | -37.17% | Q1 2026 | May 04, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 137 | 8 | 0.0% | 0.0% | 809 | -68 | -33.17% | Q1 2026 | Apr 10, 2026 |
| EASTERN BANK | History | No change | 150 | 8 | 0.0% | 0.0% | 808 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 150 | 8 | 0.0% | 0.0% | 810 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 138 | 8 | 0.0% | 0.0% | 811 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 212 | 8 | 0.0% | 0.01% | 813 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Nemes Rush Group LLC | History | Added to | 127 | 7 | 0.0% | 0.0% | 815 | +51 | 67.11% | Q1 2026 | Apr 21, 2026 |
| Benson Wealth Management INC | History | No change | 123 | 7 | 0.01% | 0.01% | 816 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 116 | 6 | 0.0% | — | 821 | +101 | 673.33% | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 104 | 6 | 0.01% | 0.01% | 822 | +13 | 14.29% | Q1 2026 | May 14, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 115 | 6 | 0.0% | 0.0% | 819 | -4 | -3.36% | Q1 2026 | May 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 114 | 6 | 0.0% | 0.0% | 817 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PROFFITT & GOODSON INC | History | No change | 115 | 6 | 0.0% | 0.0% | 818 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Trust Co | History | No change | 110 | 6 | 0.0% | 0.0% | 820 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 112 | 6 | 0.0% | 0.0% | 823 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Colonial Trust Advisors | History | New | 100 | 5 | 0.0% | — | 831 | +100 | New | Q1 2026 | May 12, 2026 |
| JPL Wealth Management, LLC | History | New | 93 | 5 | 0.0% | — | 832 | +93 | New | Q1 2026 | May 08, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 95 | 5 | 0.0% | 0.0% | 825 | +73 | 331.82% | Q1 2026 | Apr 30, 2026 |
| Essential Partners LLC | History | Added to | 94 | 5 | 0.0% | 0.0% | 830 | +29 | 44.62% | Q1 2026 | May 21, 2026 |
| North Star Investment Management Corp. | History | Reduced | 95 | 5 | 0.0% | 0.0% | 824 | -1 | -1.04% | Q1 2026 | Apr 23, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 94 | 5 | 0.0% | 0.0% | 826 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Princeton Global Asset Management LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 827 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 86 | 5 | 0.0% | 0.0% | 828 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Boreal Capital Management LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 829 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 83 | 4 | 0.0% | 0.08% | 834 | -3,653 | -97.78% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 83 | 4 | 0.0% | — | 840 | +83 | New | Q1 2026 | May 13, 2026 |
| HighMark Wealth Management LLC | History | New | 79 | 4 | 0.0% | — | 839 | +79 | New | Q1 2026 | May 05, 2026 |
| Key Capital Management, INC | History | New | 72 | 4 | 0.0% | — | 841 | +72 | New | Q1 2026 | May 07, 2026 |
| First Pacific Financial | History | Added to | 82 | 4 | 0.0% | 0.0% | 835 | +64 | 355.56% | Q1 2026 | Apr 23, 2026 |
| CENTRAL TRUST Co | History | Reduced | 82 | 4 | 0.0% | 0.0% | 833 | -27 | -24.77% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 75 | 4 | 0.0% | 0.0% | 838 | +26 | 53.06% | Q1 2026 | May 08, 2026 |
| Bank of Jackson Hole Trust | History | No change | 71 | 4 | 0.0% | 0.0% | 836 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 72 | 4 | 0.0% | 0.0% | 837 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 64 | 3 | 0.0% | — | 849 | +64 | New | Q1 2026 | May 05, 2026 |
| Horizon Investments, LLC | History | New | 52 | 3 | 0.0% | — | 848 | +52 | New | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 59 | 3 | 0.0% | 0.0% | 843 | -15 | -20.27% | Q1 2026 | May 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 54 | 3 | 0.0% | 0.0% | 842 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Tacita Capital Inc | History | No change | 60 | 3 | 0.0% | 0.0% | 844 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 54 | 3 | 0.0% | 0.0% | 845 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Perspectives, Inc | History | No change | 61 | 3 | 0.0% | 0.0% | 846 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sunrise Financial Services, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 847 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 50 | 2 | 0.0% | — | 856 | +50 | New | Q1 2026 | Apr 28, 2026 |
| Burk Holdings LLC | History | New | 50 | 2 | 0.0% | — | 858 | +50 | New | Q1 2026 | May 07, 2026 |
| Abound Wealth Management | History | New | 48 | 2 | 0.0% | — | 857 | +48 | New | Q1 2026 | Apr 10, 2026 |
| Napier Financial, LLC | History | New | 46 | 2 | 0.0% | — | 859 | +46 | New | Q1 2026 | May 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 45 | 2 | 0.0% | — | 854 | +45 | New | Q1 2026 | Apr 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 40 | 2 | 0.0% | — | 855 | +40 | New | Q1 2026 | Apr 23, 2026 |
| Stone House Investment Management, LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 850 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 851 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 37 | 2 | 0.0% | 0.0% | 852 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Motiv8 Investments LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 853 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MidFirst Bank | History | New | 34 | 1 | 0.0% | — | 873 | +34 | New | Q1 2026 | May 15, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 29 | 1 | 0.0% | — | 869 | +29 | New | Q1 2026 | Apr 20, 2026 |
| GHP Investment Advisors, Inc. | History | New | 27 | 1 | 0.0% | — | 868 | +27 | New | Q1 2026 | Apr 21, 2026 |
| RMG Wealth Management LLC | History | New | 24 | 1 | 0.0% | — | 870 | +24 | New | Q1 2026 | May 14, 2026 |
| Dogwood Wealth Management LLC | History | New | 23 | 1 | 0.0% | — | 872 | +23 | New | Q1 2026 | May 12, 2026 |
| Mosley Wealth Management | History | New | 20 | 1 | 0.0% | — | 871 | +20 | New | Q1 2026 | Apr 27, 2026 |
| Kilter Group LLC | History | Reduced | 19 | 1 | 0.0% | 0.0% | 867 | -19 | -50.0% | Q1 2026 | May 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 31 | 1 | 0.0% | 0.0% | 860 | +12 | 63.16% | Q1 2026 | Apr 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 861 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NFSG Corp | History | No change | 20 | 1 | 0.0% | 0.0% | 862 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 28 | 1 | 0.0% | 0.0% | 863 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Lodestone Wealth Management LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 864 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Caitlin John, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 865 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| American Capital Advisory, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 866 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Night Squared LP | History | Closed out | 0 | 0 | — | 2.65% | — | -165,951 | -100.0% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -157,017 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -69,251 | -100.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.03% | — | -68,014 | -100.0% | Q1 2026 | May 15, 2026 |
| Kassira Wealth Management LLC | History | Closed out | 0 | 0 | — | 3.15% | — | -58,703 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Transmarket Holdings LP | History | Closed out | 0 | 0 | — | 2.26% | — | -54,724 | -100.0% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -50,575 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Employees Retirement System of Texas | History | Closed out | 0 | 0 | — | 0.02% | — | -46,386 | -100.0% | Q1 2026 | May 13, 2026 |
| NINE MASTS CAPITAL Ltd | History | Closed out | 0 | 0 | — | 0.34% | — | -34,475 | -100.0% | Q1 2026 | May 12, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -32,700 | -100.0% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -28,005 | -100.0% | Q1 2026 | May 14, 2026 |
| Lotus Technology Management, LP | History | Closed out | 0 | 0 | — | 0.6% | — | -18,952 | -100.0% | Q1 2026 | May 15, 2026 |
| Tairen Capital Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -16,290 | -100.0% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -15,073 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Intelligence Driven Advisers, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -13,352 | -100.0% | Q1 2026 | May 15, 2026 |
| Navis Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -12,919 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,593 | -100.0% | Q1 2026 | May 01, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.1% | — | -11,003 | -100.0% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,849 | -100.0% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,268 | -100.0% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.01% | — | -9,180 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -8,776 | -100.0% | Q1 2026 | May 07, 2026 |
| CHAPIN DAVIS, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -7,913 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.1% | — | -7,288 | -100.0% | Q1 2026 | May 15, 2026 |
| Dana Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,843 | -100.0% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,605 | -100.0% | Q1 2026 | May 14, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,956 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,921 | -100.0% | Q1 2026 | May 12, 2026 |
| Stone Wealth Partners | History | Closed out | 0 | 0 | — | 0.28% | — | -5,621 | -100.0% | Q1 2026 | May 07, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,618 | -100.0% | Q1 2026 | May 20, 2026 |
| Carter Financial Group, INC. | History | Closed out | 0 | 0 | — | 0.14% | — | -4,092 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Hilton Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,041 | -100.0% | Q1 2026 | May 14, 2026 |
| Quinn Opportunity Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,000 | -100.0% | Q1 2026 | May 15, 2026 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,644 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,105 | -100.0% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,233 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -1,225 | -100.0% | Q1 2026 | Apr 03, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -854 | -100.0% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q1 2026 | May 01, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -674 | -100.0% | Q1 2026 | May 05, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -455 | -100.0% | Q1 2026 | May 15, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -308 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -304 | -100.0% | Q1 2026 | May 06, 2026 |
| Wilkerson Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q1 2026 | May 08, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q1 2026 | May 15, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q1 2026 | May 11, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q1 2026 | May 06, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | May 07, 2026 |
| Olistico Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q1 2026 | May 11, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 23, 2026 |
| SWAN Capital LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 14, 2026 |
| Fortis Group Advisors, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 11, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 13, 2026 |
| Freestone Grove Partners LP | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 15, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 21, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BFSG, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WealthCollab, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LRI Investments, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Millstone Evans Group, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |