ENTERPRISE PRODUCTS PARTNERS L.P. - EPD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPS ADVISORS INC | History | Added to | 43,521,097 | 1,646,838 | 7.75% | 7.96% | 1 | +881,966 | 2.07% | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Added to | 26,646,255 | 1,008,294 | 0.15% | 0.13% | 2 | +49,718 | 0.19% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 21,419,522 | 810,514 | 0.05% | 0.04% | 3 | +2,303,189 | 12.05% | Q1 2026 | May 15, 2026 |
| Blackstone Inc. | History | Added to | 21,103,484 | 798,555 | 3.12% | 2.44% | 4 | +1,848,129 | 9.6% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 20,090,417 | 760,221 | 0.09% | 0.07% | 5 | +1,927,074 | 10.61% | Q1 2026 | May 15, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 16,199,184 | 612,977 | 1.57% | 1.29% | 6 | -569,607 | -3.4% | Q1 2026 | May 15, 2026 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | Added to | 14,861,384 | 562,354 | 5.86% | 5.83% | 7 | +580,164 | 4.06% | Q1 2026 | May 15, 2026 |
| Energy Income Partners, LLC | History | Reduced | 13,731,348 | 519,594 | 8.36% | 8.65% | 8 | -1,158,835 | -7.78% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 13,640,543 | 516,169 | 0.39% | 0.34% | 9 | -652,283 | -4.56% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 13,140,850 | 497,249 | 0.07% | 0.07% | 10 | -525,434 | -3.84% | Q1 2026 | May 05, 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | Reduced | 13,031,597 | 493,115 | 9.45% | 9.72% | 11 | -317,752 | -2.38% | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 12,118,253 | 458,554 | 0.62% | 0.55% | 12 | +635,567 | 5.54% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,778,570 | 445,701 | 0.03% | 0.03% | 13 | -950,280 | -7.47% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 11,384,591 | 430,792 | 0.22% | 0.24% | 14 | -3,470,486 | -23.36% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 8,680,163 | 328,558 | 0.44% | — | 15 | +8,680,163 | New | Q1 2026 | May 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 8,302,325 | 314,159 | 0.59% | 0.51% | 16 | -750,000 | -8.29% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 8,977,239 | 287,810 | 0.49% | 0.49% | 17 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 7,346,475 | 277,990 | 0.01% | 0.01% | 18 | -689,667 | -8.58% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 7,028,170 | 265,945 | 0.0% | 0.01% | 19 | -3,671,242 | -34.31% | Q1 2026 | May 13, 2026 |
| BERKLEY W R CORP | History | No change | 6,825,000 | 258,258 | 13.87% | 10.3% | 20 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,653,019 | 251,719 | 0.08% | 0.07% | 21 | +17,593 | 0.27% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 5,938,871 | 224,726 | 0.03% | 0.01% | 22 | +2,097,098 | 54.59% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 5,813,484 | 219,982 | 0.19% | 0.16% | 23 | -577,518 | -9.04% | Q1 2026 | May 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 5,496,068 | 207,971 | 1.51% | 0.03% | 24 | +5,367,816 | 4185.37% | Q1 2026 | May 15, 2026 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | History | Added to | 5,455,800 | 206,447 | 13.63% | 12.19% | 25 | +5,400 | 0.1% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,919,698 | 186,161 | 0.04% | 0.03% | 26 | +16,376 | 0.33% | Q1 2026 | May 11, 2026 |
| Hamlin Capital Management, LLC | History | Reduced | 4,863,306 | 184,027 | 4.44% | 3.78% | 27 | -59,180 | -1.2% | Q1 2026 | Apr 14, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Reduced | 4,798,337 | 181,569 | 6.42% | 6.35% | 28 | -6,954 | -0.14% | Q1 2026 | Apr 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 4,588,523 | 173,629 | 0.33% | 0.26% | 29 | +78,487 | 1.74% | Q1 2026 | May 01, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 4,270,820 | 161,607 | 0.09% | 0.08% | 30 | -319,372 | -6.96% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 4,165,740 | 157,631 | 0.04% | 0.04% | 31 | +12,375 | 0.3% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 4,067,750 | 153,923 | 0.14% | 0.11% | 32 | +89,019 | 2.24% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,866,288 | 146,300 | 0.16% | 0.14% | 33 | +7,659 | 0.2% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,625,596 | 141,688 | 0.01% | 0.01% | 34 | +765,925 | 26.78% | Q1 2026 | May 13, 2026 |
| Paralel Advisors LLC | History | No change | 3,650,000 | 138,116 | 5.74% | 4.55% | 35 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,609,101 | 136,568 | 0.07% | 0.06% | 36 | -444,696 | -10.97% | Q1 2026 | May 12, 2026 |
| REAVES W H & CO INC | History | No change | 3,493,940 | 132,210 | 2.19% | 1.96% | 37 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 3,325,426 | 125,834 | 4.53% | 3.47% | 38 | +395,624 | 13.5% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,230,255 | 122,234 | 0.02% | 0.02% | 39 | -142,874 | -4.24% | Q1 2026 | May 15, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Added to | 3,160,206 | 119,582 | 3.27% | 3.01% | 40 | +48,087 | 1.55% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,052,667 | 115,512 | 0.02% | 0.02% | 41 | -175,800 | -5.45% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,826,000 | 106,935 | 0.01% | 0.01% | 42 | +648,400 | 29.78% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 2,741,683 | 94,761 | 0.14% | 0.11% | 43 | -129,700 | -4.52% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Added to | 2,285,210 | 86,472 | 2.25% | 1.98% | 44 | +37,748 | 1.68% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 2,286,743 | 86,155 | 2.17% | 1.91% | 45 | +4,427 | 0.19% | Q1 2026 | Apr 07, 2026 |
| BARCLAYS PLC | History | Reduced | 2,149,061 | 81,320 | 0.02% | 0.02% | 46 | -779,007 | -26.6% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,144,188 | 81,136 | 0.14% | 0.12% | 47 | +103,415 | 5.07% | Q1 2026 | May 14, 2026 |
| BROOKFIELD Corp /ON/ | History | Reduced | 2,071,160 | 78,372 | 0.11% | 0.08% | 48 | -34,963 | -1.66% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,066,758 | 77,999 | 1.74% | 1.67% | 49 | +20,007 | 0.98% | Q1 2026 | May 04, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 1,941,481 | 73,465 | 0.12% | 0.11% | 50 | +25,786 | 1.35% | Q1 2026 | May 14, 2026 |
| Texas Yale Capital Corp. | History | Added to | 1,909,341 | 72,249 | 2.05% | 1.85% | 51 | +3,402 | 0.18% | Q1 2026 | May 04, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 1,885,000 | 71,328 | 0.14% | 0.07% | 52 | +556,300 | 41.87% | Q1 2026 | May 13, 2026 |
| Fractal Investments LLC | History | No change | 1,837,044 | 69,513 | 8.23% | 8.22% | 53 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,831,446 | 69,301 | 0.02% | 0.02% | 54 | -26,489 | -1.43% | Q1 2026 | May 06, 2026 |
| HRT FINANCIAL LP | History | Reduced | 1,823,380 | 68,995 | 0.17% | 0.21% | 55 | -219,177 | -10.73% | Q1 2026 | May 14, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | Reduced | 1,745,500 | 66,049 | 3.27% | 3.3% | 56 | -47,000 | -2.62% | Q1 2026 | Apr 28, 2026 |
| Progeny 3, Inc. | History | Reduced | 1,683,631 | 63,708 | 3.41% | 3.02% | 57 | -63,675 | -3.64% | Q1 2026 | May 15, 2026 |
| Recurrent Investment Advisors LLC | History | Reduced | 1,675,483 | 63,400 | 3.82% | 4.03% | 58 | -25,167 | -1.48% | Q1 2026 | May 15, 2026 |
| Bollard Group LLC | History | Reduced | 1,620,055 | 61,303 | 1.81% | 1.3% | 59 | -5,123 | -0.32% | Q1 2026 | May 14, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Reduced | 1,560,173 | 59,036 | 0.61% | 0.57% | 60 | -1,110 | -0.07% | Q1 2026 | Apr 28, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Added to | 1,548,308 | 58,587 | 4.08% | 4.16% | 61 | +207,566 | 15.48% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,516,185 | 57,375 | 0.08% | 0.07% | 62 | +71,043 | 4.92% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,501,034 | 56,799 | 0.04% | 0.03% | 63 | +141 | 0.01% | Q1 2026 | May 15, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 1,498,970 | 56,721 | 0.7% | 0.56% | 64 | -36,808 | -2.4% | Q1 2026 | May 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,454,357 | 55,032 | 0.16% | 0.1% | 65 | +300,456 | 26.04% | Q1 2026 | May 08, 2026 |
| Saudi Central Bank | History | No change | 1,438,187 | 54,420 | 1.15% | 1.72% | 66 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COOPERMAN LEON G | History | No change | 1,373,755 | 51,982 | 1.71% | 1.46% | 67 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 1,372,882 | 51,949 | 0.06% | 0.05% | 68 | -21,972 | -1.58% | Q1 2026 | May 13, 2026 |
| Oxbow Advisors, LLC | History | Added to | 1,364,787 | 51,643 | 4.39% | 3.75% | 69 | +35,702 | 2.69% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Reduced | 1,363,853 | 51,608 | 0.02% | 0.03% | 70 | -921,078 | -40.31% | Q1 2026 | May 11, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 1,307,298 | 49,468 | 1.01% | 0.9% | 71 | -59,389 | -4.35% | Q1 2026 | May 04, 2026 |
| Epoch Investment Partners, Inc. | History | Reduced | 1,254,604 | 47,474 | 0.29% | 0.23% | 72 | -33,948 | -2.63% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,200,531 | 45,428 | 0.03% | 0.02% | 73 | -20,417 | -1.67% | Q1 2026 | May 08, 2026 |
| PENN DAVIS MCFARLAND INC | History | Reduced | 1,175,998 | 44,499 | 4.35% | 3.63% | 74 | -5,140 | -0.44% | Q1 2026 | Apr 21, 2026 |
| IMC-Chicago, LLC | History | Added to | 1,150,600 | 43,538 | 0.02% | 0.01% | 75 | +209,543 | 22.27% | Q1 2026 | May 05, 2026 |
| SailingStone Capital Partners LLC | History | Reduced | 1,129,954 | 42,757 | 9.71% | 9.17% | 76 | -20,677 | -1.8% | Q1 2026 | May 15, 2026 |
| Northside Capital Management, LLC | History | Reduced | 1,127,179 | 42,652 | 3.75% | 4.3% | 77 | -416,234 | -26.97% | Q1 2026 | Apr 10, 2026 |
| TETRAD CORP | History | No change | 1,100,000 | 41,624 | 4.16% | 3.39% | 78 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Cetera Investment Advisers | History | Added to | 1,094,669 | 41,422 | 0.04% | 0.04% | 79 | +17,287 | 1.6% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,088,417 | 41,185 | 0.06% | 0.05% | 80 | -20,110 | -1.81% | Q1 2026 | Apr 27, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 1,056,663 | 39,984 | 4.83% | 3.99% | 81 | +77,004 | 7.86% | Q1 2026 | May 06, 2026 |
| PEAK6 LLC | History | Added to | 1,047,400 | 39,633 | 0.09% | 0.04% | 82 | +301,600 | 40.44% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 1,032,176 | 39,057 | 0.91% | 1.57% | 83 | +13,120 | 1.29% | Q1 2026 | Apr 27, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | Reduced | 1,031,154 | 39,018 | 8.13% | 11.48% | 84 | -556,142 | -35.04% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,030,490 | 38,993 | 0.43% | 0.44% | 85 | +11,434 | 1.12% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 1,025,113 | 38,790 | 0.04% | 0.04% | 86 | +29,399 | 2.95% | Q1 2026 | May 14, 2026 |
| BOWEN HANES & CO INC | History | No change | 1,018,000 | 38,521 | 0.94% | 0.82% | 87 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 1,003,325 | 37,965 | 0.04% | 0.03% | 88 | -20,262 | -1.98% | Q1 2026 | May 11, 2026 |
| Auto-Owners Insurance Co | History | No change | 1,000,000 | 37,840 | 0.79% | 0.67% | 89 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Creative Planning | History | Added to | 962,240 | 36,411 | 0.02% | 0.02% | 90 | +95,860 | 11.06% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 960,294 | 36,337 | 0.26% | 0.23% | 91 | +7,734 | 0.81% | Q1 2026 | Apr 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 941,580 | 35,629 | 0.09% | 0.07% | 92 | +2,765 | 0.29% | Q1 2026 | Apr 22, 2026 |
| Prospera Financial Services Inc | History | Reduced | 941,495 | 35,628 | 0.57% | 0.51% | 93 | -26,269 | -2.71% | Q1 2026 | Apr 14, 2026 |
| COMMERCE BANK | History | Added to | 901,591 | 34,116 | 0.17% | 0.16% | 94 | +19,083 | 2.16% | Q1 2026 | May 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 876,343 | 33,160 | 0.72% | 0.64% | 95 | -18,063 | -2.02% | Q1 2026 | May 14, 2026 |
| VORPAL, LLC | History | No change | 838,807 | 31,740 | 99.24% | 99.16% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 838,506 | 31,502 | 0.06% | 0.05% | 97 | -356,450 | -29.83% | Q1 2026 | Apr 08, 2026 |
| CNA FINANCIAL CORP | History | Reduced | 825,000 | 31,218 | 13.28% | 16.36% | 98 | -225,000 | -21.43% | Q1 2026 | May 15, 2026 |
| BECK MACK & OLIVER LLC | History | Added to | 817,046 | 30,917 | 0.64% | 0.46% | 99 | +21,964 | 2.76% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 802,248 | 30,357 | 0.16% | 0.14% | 100 | +169,414 | 26.77% | Q1 2026 | May 15, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 802,160 | 30,353 | 4.81% | — | 101 | +802,160 | New | Q1 2026 | Apr 09, 2026 |
| KDK Private Wealth Management, LLC | History | Added to | 779,657 | 29,502 | 26.99% | 21.62% | 102 | +7,147 | 0.93% | Q1 2026 | Apr 29, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 773,832 | 29,281 | 0.02% | 0.02% | 103 | -195,068 | -20.13% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 762,970 | 28,871 | 0.07% | 0.06% | 104 | +32,768 | 4.49% | Q1 2026 | Apr 30, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 718,543 | 27,189 | 0.02% | 0.01% | 105 | +31,447 | 4.58% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 709,712 | 26,855 | 0.1% | 0.1% | 106 | -21,941 | -3.0% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 697,005 | 26,374 | 0.03% | 0.03% | 107 | -45,364 | -6.11% | Q1 2026 | May 14, 2026 |
| Kamunting Street Capital Management, L.P. | History | Reduced | 662,964 | 25,087 | 13.71% | 14.94% | 108 | -20,388 | -2.98% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 645,792 | 24,436 | 0.01% | 0.01% | 109 | +38,451 | 6.33% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 632,544 | 23,939 | 0.3% | 0.24% | 110 | +27,271 | 4.51% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 631,472 | 23,893 | 0.03% | 0.02% | 111 | +139,172 | 28.27% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 630,008 | 23,839 | 0.13% | 0.12% | 112 | +959 | 0.15% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 607,785 | 22,998 | 0.08% | 0.06% | 113 | -8,963 | -1.45% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 600,242 | 22,713 | 0.04% | 0.04% | 114 | +18,489 | 3.18% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 599,088 | 22,669 | 0.33% | 0.29% | 115 | +2,655 | 0.45% | Q1 2026 | Apr 17, 2026 |
| Caption Management, LLC | History | No change | 577,400 | 21,848 | 0.13% | 0.13% | 116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| iA Global Asset Management Inc. | History | Added to | 568,476 | 21,511 | 0.3% | 0.22% | 117 | +38,739 | 7.31% | Q1 2026 | Apr 23, 2026 |
| JRM Investment Counsel, LLC | History | Added to | 553,284 | 20,936 | 5.58% | 5.02% | 118 | +12,088 | 2.23% | Q1 2026 | May 14, 2026 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | History | Added to | 539,017 | 20,396 | 4.86% | 4.69% | 119 | +8,693 | 1.64% | Q1 2026 | May 07, 2026 |
| NEOS Investment Management LLC | History | Added to | 537,801 | 20,350 | 0.1% | 0.01% | 120 | +491,221 | 1054.57% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 537,981 | 20,282 | 0.0% | 0.0% | 121 | -15,705 | -2.84% | Q1 2026 | May 15, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Reduced | 529,681 | 20,043 | 1.51% | 1.28% | 122 | -560 | -0.11% | Q1 2026 | May 08, 2026 |
| Private Capital Advisors, Inc. | History | Added to | 529,184 | 20,024 | 2.3% | 1.73% | 123 | +800 | 0.15% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 522,446 | 19,769 | 0.15% | 0.14% | 124 | -20,129 | -3.71% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 520,778 | 19,706 | 0.11% | 0.09% | 125 | -5,965 | -1.13% | Q1 2026 | May 05, 2026 |
| GAGNON SECURITIES LLC | History | Reduced | 514,257 | 19,459 | 4.49% | 3.44% | 126 | -13,344 | -2.53% | Q1 2026 | Apr 21, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Reduced | 503,794 | 19,063 | 2.74% | 2.49% | 127 | -12,692 | -2.46% | Q1 2026 | Apr 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 495,763 | 18,759 | 0.03% | 0.09% | 128 | -1,522,335 | -75.43% | Q1 2026 | Apr 27, 2026 |
| Heronetta Management, L.P. | History | Reduced | 495,048 | 18,732 | 17.1% | 9.2% | 129 | -1,400 | -0.28% | Q1 2026 | May 01, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 571,695 | 18,328 | 0.09% | 0.09% | 130 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 476,594 | 18,034 | 0.11% | 0.09% | 131 | +8,135 | 1.74% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Reduced | 475,737 | 17,998 | 0.09% | 0.08% | 132 | -1,082 | -0.23% | Q1 2026 | May 15, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 467,740 | 17,699 | 0.33% | 0.3% | 133 | +8,900 | 1.94% | Q1 2026 | May 06, 2026 |
| AlphaCore Capital LLC | History | Added to | 456,511 | 17,274 | 0.41% | 0.32% | 134 | +9,128 | 2.04% | Q1 2026 | May 15, 2026 |
| RR Advisors, LLC | History | Reduced | 451,930 | 17,101 | 4.74% | 4.67% | 135 | -13,661 | -2.93% | Q1 2026 | May 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 428,545 | 16,216 | 0.26% | 0.28% | 136 | +3,952 | 0.93% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 425,624 | 16,105 | 0.2% | 0.18% | 137 | +23,898 | 5.95% | Q1 2026 | Apr 23, 2026 |
| PAYDEN & RYGEL | History | No change | 417,070 | 15,782 | 1.21% | 0.92% | 138 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 402,511 | 15,613 | 1.01% | 0.98% | 139 | -54,626 | -11.95% | Q1 2026 | May 12, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 411,781 | 15,581 | 1.18% | 1.04% | 140 | +1,200 | 0.29% | Q1 2026 | Apr 27, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 405,360 | 15,338 | 0.81% | 1.18% | 141 | -294,150 | -42.05% | Q1 2026 | Apr 17, 2026 |
| Jump Financial, LLC | History | Reduced | 404,194 | 15,294 | 0.2% | 0.16% | 142 | -3,273 | -0.8% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 403,430 | 15,265 | 0.65% | 0.55% | 143 | -947 | -0.23% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 402,106 | 15,215 | 0.07% | 0.06% | 144 | -22,690 | -5.34% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 399,000 | 15,098 | 0.07% | 0.06% | 145 | -13,766 | -3.34% | Q1 2026 | Apr 24, 2026 |
| Adams Asset Advisors, LLC | History | Added to | 398,768 | 15,089 | 1.69% | 1.54% | 146 | +34,100 | 9.35% | Q1 2026 | Apr 27, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 397,204 | 15,030 | 0.04% | 0.03% | 147 | -5,865 | -1.46% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 388,664 | 14,707 | 0.0% | 0.0% | 148 | -24,068 | -5.83% | Q1 2026 | May 14, 2026 |
| Fogel Capital Management, Inc. | History | Added to | 387,260 | 14,653 | 6.7% | 5.56% | 149 | +10,820 | 2.87% | Q1 2026 | May 13, 2026 |
| WP Advisors, LLC | History | Added to | 381,103 | 14,420 | 3.73% | 2.99% | 150 | +6,487 | 1.73% | Q1 2026 | May 04, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 372,104 | 14,080 | 1.79% | 1.48% | 151 | +954 | 0.26% | Q1 2026 | May 11, 2026 |
| Cohen Capital Management, Inc. | History | No change | 368,691 | 13,951 | 2.16% | 1.78% | 152 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Fisher Funds Management LTD | History | No change | 359,963 | 13,621 | 0.4% | 0.3% | 153 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Empowered Funds, LLC | History | New | 352,437 | 13,336 | 0.09% | — | 154 | +352,437 | New | Q1 2026 | May 14, 2026 |
| Hurley Capital, LLC | History | Added to | 351,725 | 13,309 | 7.13% | 4.74% | 155 | +87,493 | 33.11% | Q1 2026 | May 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 348,085 | 13,284 | 0.07% | 0.06% | 156 | +7,809 | 2.29% | Q1 2026 | Apr 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 347,843 | 13,162 | 0.6% | 0.61% | 157 | +1,763 | 0.51% | Q1 2026 | Apr 15, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Reduced | 346,750 | 13,121 | 2.62% | 2.24% | 158 | -18,424 | -5.05% | Q1 2026 | Apr 28, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 345,625 | 13,078 | 0.09% | 0.08% | 159 | -16,000 | -4.42% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 344,002 | 13,017 | 0.02% | 0.02% | 160 | -15,833 | -4.4% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Advisors | History | Reduced | 343,769 | 13,008 | 0.51% | 0.44% | 161 | -16,572 | -4.6% | Q1 2026 | May 13, 2026 |
| Gagnon Advisors, LLC | History | No change | 339,877 | 12,860 | 9.46% | 6.92% | 162 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 332,934 | 12,598 | 0.0% | 0.0% | 163 | -8,577 | -2.51% | Q1 2026 | May 05, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 332,382 | 12,577 | 2.66% | 2.65% | 164 | +1,574 | 0.48% | Q1 2026 | May 12, 2026 |
| GenTrust, LLC | History | No change | 332,201 | 12,570 | 0.54% | 0.46% | 165 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | Added to | 330,404 | 12,502 | 0.05% | 0.04% | 166 | +2,980 | 0.91% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 325,957 | 12,378 | 0.0% | 0.0% | 167 | -25,078 | -7.14% | Q1 2026 | May 15, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 322,791 | 12,214 | 0.02% | 0.03% | 168 | -143,464 | -30.77% | Q1 2026 | May 15, 2026 |
| Segment Wealth Management, LLC | History | Added to | 321,451 | 12,163 | 0.71% | 0.47% | 169 | +69,700 | 27.69% | Q1 2026 | Apr 20, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 310,519 | 11,750 | 3.42% | 2.73% | 170 | +1,510 | 0.49% | Q1 2026 | May 12, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 310,000 | 11,730 | 0.03% | 0.01% | 171 | +130,000 | 72.22% | Q1 2026 | May 15, 2026 |
| Seven Post Investment Office LP | History | Added to | 304,608 | 11,526 | 3.72% | 3.46% | 172 | +2,478 | 0.82% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 303,029 | 11,466 | 0.06% | 0.05% | 173 | +19,123 | 6.74% | Q1 2026 | May 08, 2026 |
| Inscription Capital, LLC | History | Added to | 297,174 | 11,245 | 1.18% | 0.98% | 174 | +101 | 0.03% | Q1 2026 | Apr 20, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 296,144 | 11,206 | 0.54% | 0.46% | 175 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 294,522 | 11,144 | 0.88% | 0.74% | 176 | -3,003 | -1.01% | Q1 2026 | May 13, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 293,889 | 11,120 | 3.14% | 2.69% | 177 | +4,095 | 1.41% | Q1 2026 | Apr 23, 2026 |
| Delta Investment Management, LLC | History | Added to | 290,483 | 10,991 | 1.97% | 1.59% | 178 | +5,114 | 1.79% | Q1 2026 | May 12, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 285,390 | 10,799 | 0.39% | 0.35% | 179 | -24,660 | -7.95% | Q1 2026 | Apr 21, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 276,951 | 10,479 | 0.25% | 0.25% | 180 | -22,750 | -7.59% | Q1 2026 | May 15, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 275,809 | 10,436 | 0.46% | 0.37% | 181 | +227 | 0.08% | Q1 2026 | May 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 317,262 | 10,171 | 0.0% | 0.0% | 182 | -18,787 | -5.59% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 262,917 | 9,948 | 0.01% | 0.01% | 183 | -50,343 | -16.07% | Q1 2026 | May 07, 2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | History | No change | 260,978 | 9,875 | 5.45% | 4.87% | 184 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 258,853 | 9,794 | 0.12% | 0.12% | 185 | -31,526 | -10.86% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 258,379 | 9,777 | 0.5% | 0.43% | 186 | +2,596 | 1.01% | Q1 2026 | Apr 15, 2026 |
| ACCOUNT MANAGEMENT LLC | History | No change | 257,210 | 9,732 | 10.66% | 8.85% | 187 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | Reduced | 256,324 | 9,699 | 1.28% | 1.07% | 188 | -952 | -0.37% | Q1 2026 | Apr 09, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 256,060 | 9,689 | 1.82% | 1.39% | 189 | +40,329 | 18.69% | Q1 2026 | Apr 16, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 255,473 | 9,667 | 0.16% | 0.13% | 190 | +11,345 | 4.65% | Q1 2026 | May 15, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 255,000 | 9,649 | 3.58% | 2.96% | 191 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 254,426 | 9,627 | 0.28% | 0.23% | 192 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 252,467 | 9,553 | 0.13% | 0.09% | 193 | +47,434 | 23.13% | Q1 2026 | May 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 249,598 | 9,444 | 1.56% | 1.35% | 194 | +3,456 | 1.4% | Q1 2026 | May 08, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 241,788 | 9,149 | 0.62% | 0.52% | 195 | -1,324 | -0.54% | Q1 2026 | May 06, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 236,597 | 8,952 | 0.12% | 0.09% | 196 | +22,270 | 10.39% | Q1 2026 | May 04, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 233,118 | 8,821 | 2.16% | 1.63% | 197 | +16,687 | 7.71% | Q1 2026 | May 15, 2026 |
| Choate Investment Advisors | History | Reduced | 231,940 | 8,776 | 0.17% | 0.17% | 198 | -34,051 | -12.8% | Q1 2026 | May 13, 2026 |
| Renaissance Investment Group LLC | History | Reduced | 228,710 | 8,654 | 1.86% | 1.5% | 199 | -2,850 | -1.23% | Q1 2026 | Apr 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 224,620 | 8,500 | 0.01% | 0.0% | 200 | +118,847 | 112.36% | Q1 2026 | May 15, 2026 |
| Nitor Capital Management LLC | History | No change | 222,604 | 8,423 | 6.49% | 6.35% | 201 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 221,971 | 8,399 | 0.53% | 0.49% | 202 | -5,356 | -2.36% | Q1 2026 | May 15, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 219,962 | 8,323 | 0.13% | 0.1% | 203 | +3,469 | 1.6% | Q1 2026 | May 15, 2026 |
| WEXFORD CAPITAL LP | History | No change | 219,887 | 8,320 | 1.21% | 1.36% | 204 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Loudon Investment Management, LLC | History | No change | 217,907 | 8,245 | 4.44% | 3.65% | 205 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 216,221 | 8,181 | 0.04% | 0.03% | 206 | +7,952 | 3.82% | Q1 2026 | May 08, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 215,812 | 8,166 | 1.23% | 1.03% | 207 | +12,834 | 6.32% | Q1 2026 | Apr 08, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 213,241 | 8,069 | 0.13% | 0.1% | 208 | -419 | -0.2% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 211,114 | 7,988 | 0.01% | 0.01% | 209 | -894 | -0.42% | Q1 2026 | May 15, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Added to | 208,096 | 7,874 | 0.48% | 0.37% | 210 | +12,371 | 6.32% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Added to | 206,995 | 7,832 | 0.17% | 0.14% | 211 | +2,610 | 1.28% | Q1 2026 | May 01, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 205,873 | 7,790 | 0.08% | 0.06% | 212 | +1,600 | 0.78% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 198,035 | 7,772 | 0.0% | 0.0% | 213 | +17,030 | 9.41% | Q1 2026 | May 15, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 203,772 | 7,710 | 1.13% | 1.2% | 214 | +1,500 | 0.74% | Q1 2026 | May 04, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 202,027 | 7,644 | 0.86% | 0.71% | 215 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MARKEL GROUP INC. | History | New | 202,000 | 7,643 | 0.06% | — | 216 | +202,000 | New | Q1 2026 | May 01, 2026 |
| OUTFITTERS FINANCIAL LLC | History | No change | 200,372 | 7,582 | 5.87% | 5.05% | 217 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 199,428 | 7,546 | 0.0% | 0.01% | 218 | -361,058 | -64.42% | Q1 2026 | Apr 30, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 199,373 | 7,544 | 0.04% | 0.04% | 219 | -24,234 | -10.84% | Q1 2026 | May 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 199,067 | 7,532 | 0.26% | 0.23% | 220 | -9,261 | -4.45% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 198,382 | 7,506 | 0.2% | 0.16% | 221 | +3,862 | 1.99% | Q1 2026 | May 14, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 196,968 | 7,453 | 0.75% | 0.59% | 222 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 196,866 | 7,449 | 2.1% | 1.73% | 223 | -135 | -0.07% | Q1 2026 | Apr 20, 2026 |
| Lido Advisors, LLC | History | Reduced | 196,388 | 7,431 | 0.02% | 0.02% | 224 | -58,306 | -22.89% | Q1 2026 | May 13, 2026 |
| Baldwin Investment Management, LLC | History | Reduced | 191,838 | 7,259 | 0.85% | 0.69% | 225 | -150 | -0.08% | Q1 2026 | May 12, 2026 |
| AR ASSET MANAGEMENT INC | History | Added to | 190,278 | 7,200 | 1.39% | 1.16% | 226 | +13,218 | 7.47% | Q1 2026 | May 13, 2026 |
| Elgethun Capital Management | History | Added to | 187,091 | 7,079 | 1.17% | 1.02% | 227 | +2,760 | 1.5% | Q1 2026 | May 14, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 183,670 | 6,950 | 1.04% | 0.85% | 228 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 182,244 | 6,896 | 0.05% | 0.04% | 229 | +256 | 0.14% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 181,811 | 6,879 | 0.05% | 0.04% | 230 | +695 | 0.38% | Q1 2026 | May 12, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 181,726 | 6,876 | 0.5% | 0.5% | 231 | -60,809 | -25.07% | Q1 2026 | Apr 14, 2026 |
| Argent Trust Co | History | Added to | 181,235 | 6,857 | 0.23% | 0.18% | 232 | +17,095 | 10.41% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 180,013 | 6,811 | 0.03% | 0.03% | 233 | +895 | 0.5% | Q1 2026 | May 04, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 179,566 | 6,794 | 0.59% | 0.48% | 234 | +3,337 | 1.89% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | Reduced | 176,607 | 6,682 | 0.14% | 0.12% | 235 | -1,152 | -0.65% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Reduced | 172,578 | 6,530 | 0.07% | 0.15% | 236 | -16,080 | -8.52% | Q1 2026 | May 12, 2026 |
| ArchPoint Investors | History | Added to | 171,996 | 6,508 | 1.55% | 1.27% | 237 | +4,558 | 2.72% | Q1 2026 | May 14, 2026 |
| Birch Capital Management, LLC | History | Reduced | 171,751 | 6,499 | 3.41% | 2.84% | 238 | -6,057 | -3.41% | Q1 2026 | Apr 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 170,776 | 6,462 | 0.0% | 0.0% | 239 | +9,889 | 6.15% | Q1 2026 | May 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 169,243 | 6,404 | 0.67% | 0.5% | 240 | -150 | -0.09% | Q1 2026 | May 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 168,864 | 6,389 | 0.14% | 0.14% | 241 | -23,923 | -12.41% | Q1 2026 | May 15, 2026 |
| LM Advisors LLC | History | Added to | 240 | 6,355 | 0.1% | 0.11% | 242 | +36 | 17.65% | Q1 2026 | May 13, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 165,965 | 6,280 | 1.13% | 0.85% | 243 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 163,262 | 6,177 | 0.21% | 0.17% | 244 | +11,492 | 7.57% | Q1 2026 | Apr 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 160,456 | 6,071 | 0.32% | 0.38% | 245 | -52,546 | -24.67% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Reduced | 159,724 | 6,043 | 0.02% | 0.01% | 246 | -5,256 | -3.19% | Q1 2026 | May 14, 2026 |
| Hollow Brook Wealth Management LLC | History | Reduced | 156,316 | 5,914 | 1.51% | 1.32% | 247 | -3,410 | -2.13% | Q1 2026 | May 13, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Reduced | 154,910 | 5,861 | 3.74% | 3.25% | 248 | -1,000 | -0.64% | Q1 2026 | Apr 17, 2026 |
| Meixler Investment Management, Ltd. | History | Added to | 155,825 | 5,854 | 3.15% | 2.78% | 249 | +12,900 | 9.03% | Q1 2026 | May 06, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 154,492 | 5,845 | 0.31% | 0.04% | 250 | +134,218 | 662.02% | Q1 2026 | Apr 16, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 153,054 | 5,791 | 0.52% | 0.31% | 251 | -11,569 | -7.03% | Q1 2026 | May 14, 2026 |
| TORONTO DOMINION BANK | History | New | 151,943 | 5,749 | 0.01% | — | 252 | +151,943 | New | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 151,455 | 5,731 | 0.04% | 0.03% | 253 | +4,899 | 3.34% | Q1 2026 | Apr 27, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 151,147 | 5,719 | 0.16% | 0.14% | 254 | -951 | -0.63% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 174,887 | 5,701 | 0.04% | 0.03% | 255 | +24,511 | 16.3% | Q1 2026 | May 15, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 150,279 | 5,686 | 0.23% | 0.18% | 256 | +217 | 0.14% | Q1 2026 | May 04, 2026 |
| Canal Insurance CO | History | No change | 150,000 | 5,676 | 1.22% | 1.17% | 257 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 149,089 | 5,641 | 0.06% | 0.05% | 258 | +2,125 | 1.45% | Q1 2026 | Apr 20, 2026 |
| PFG Investments, LLC | History | Added to | 148,606 | 5,623 | 0.26% | 0.22% | 259 | +1,560 | 1.06% | Q1 2026 | Apr 27, 2026 |
| CHOREO, LLC | History | Added to | 148,513 | 5,619 | 0.07% | 0.06% | 260 | +9,459 | 6.8% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Reduced | 148,171 | 5,606 | 0.07% | 0.07% | 261 | -5,004 | -3.27% | Q1 2026 | May 15, 2026 |
| CenterStar Asset Management, LLC | History | Added to | 148,055 | 5,602 | 0.7% | 0.28% | 262 | +116,555 | 370.02% | Q1 2026 | May 01, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 147,471 | 5,580 | 0.09% | 0.07% | 263 | +8,214 | 5.9% | Q1 2026 | Apr 27, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Added to | 146,610 | 5,547 | 0.69% | 0.52% | 264 | +2,000 | 1.38% | Q1 2026 | May 15, 2026 |
| Hardman Johnston Global Advisors LLC | History | Reduced | 144,671 | 5,474 | 0.26% | 0.27% | 265 | -34,214 | -19.13% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 142,929 | 5,408 | 0.03% | 0.01% | 266 | +67,525 | 89.55% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 142,565 | 5,394 | 0.06% | 0.05% | 267 | +2,042 | 1.45% | Q1 2026 | Apr 28, 2026 |
| EPACRIA CAPITAL PARTNERS, LLC | History | No change | 139,372 | 5,273 | 4.08% | 3.54% | 268 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 139,100 | 5,263 | 0.01% | 0.01% | 269 | +52,313 | 60.28% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 137,900 | 5,218 | 0.14% | 0.0% | 270 | +132,900 | 2658.0% | Q1 2026 | May 14, 2026 |
| HUTNER CAPITAL MANAGEMENT INC | History | No change | 137,053 | 5,186 | 2.13% | 1.83% | 271 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Haverford Trust Co | History | Added to | 135,880 | 5,141 | 0.05% | 0.02% | 272 | +61,521 | 82.74% | Q1 2026 | May 11, 2026 |
| R.H. Investment Group, LLC | History | Added to | 134,995 | 5,133 | 3.96% | 3.53% | 273 | +3,400 | 2.58% | Q1 2026 | Apr 14, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 134,886 | 5,104 | 1.01% | 1.05% | 274 | -19,500 | -12.63% | Q1 2026 | Apr 15, 2026 |
| F/m Investments LLC | History | Reduced | 134,431 | 5,086 | 0.34% | 0.16% | 275 | -300 | -0.22% | Q1 2026 | May 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 134,400 | 5,085 | 0.01% | 0.0% | 276 | +113,000 | 528.04% | Q1 2026 | May 15, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 134,287 | 5,081 | 0.03% | 0.03% | 277 | -32,777 | -19.62% | Q1 2026 | Apr 22, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 133,768 | 5,061 | 0.57% | 0.45% | 278 | +14,392 | 12.06% | Q1 2026 | Apr 07, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 132,545 | 5,016 | 3.55% | 3.44% | 279 | -5,825 | -4.21% | Q1 2026 | May 15, 2026 |
| Shoker Investment Counsel, Inc. | History | Reduced | 131,119 | 4,961 | 1.47% | 1.26% | 280 | -3,240 | -2.41% | Q1 2026 | May 11, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 129,884 | 4,914 | 0.07% | 0.06% | 281 | -477 | -0.37% | Q1 2026 | Apr 08, 2026 |
| TOWER BRIDGE ADVISORS | History | Reduced | 129,635 | 4,905 | 0.47% | 0.43% | 282 | -3,000 | -2.26% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 127,500 | 4,824 | 0.01% | — | 283 | +127,500 | New | Q1 2026 | May 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 127,385 | 4,820 | 0.46% | 0.4% | 284 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BCM ADVISORS, LLC | History | No change | 122,984 | 4,755 | 0.94% | 0.78% | 285 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AVENIR CORP | History | No change | 125,478 | 4,748 | 0.58% | 0.44% | 286 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 125,373 | 4,744 | 0.04% | 0.03% | 287 | -3,394 | -2.64% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 124,350 | 4,705 | 0.04% | 0.03% | 288 | +46,304 | 59.33% | Q1 2026 | May 15, 2026 |
| KKM Financial LLC | History | No change | 146,480 | 4,696 | 0.83% | 0.83% | 289 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSET PLANNING SERVICES INC /LA/ /ADV | History | Reduced | 123,955 | 4,690 | 2.06% | 1.8% | 290 | -3,035 | -2.39% | Q1 2026 | Apr 21, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 123,818 | 4,685 | 0.15% | 0.14% | 291 | -11,641 | -8.59% | Q1 2026 | May 14, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Added to | 123,582 | 4,676 | 1.03% | 0.82% | 292 | +833 | 0.68% | Q1 2026 | Apr 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 122,908 | 4,650 | 0.26% | 0.22% | 293 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 122,735 | 4,644 | 0.08% | 0.06% | 294 | +13,755 | 12.62% | Q1 2026 | Apr 22, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 120,475 | 4,558 | 0.35% | 0.3% | 295 | +2,103 | 1.78% | Q1 2026 | May 07, 2026 |
| ProShare Advisors LLC | History | Reduced | 120,133 | 4,545 | 0.01% | 0.01% | 296 | -15,273 | -11.28% | Q1 2026 | Apr 24, 2026 |
| Cercano Management LLC | History | No change | 120,021 | 4,541 | 0.2% | 0.15% | 297 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cherokee Insurance Co | History | No change | 120,000 | 4,540 | 1.72% | 1.56% | 298 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Private Wealth Partners, LLC | History | Added to | 119,100 | 4,506 | 0.35% | 0.27% | 300 | +1,800 | 1.53% | Q1 2026 | Apr 28, 2026 |
| NICHOLAS COMPANY, INC. | History | No change | 119,100 | 4,506 | 0.09% | 0.07% | 299 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 118,242 | 4,474 | 0.28% | 0.25% | 301 | -6,554 | -5.25% | Q1 2026 | May 05, 2026 |
| Legacy Advisors, LLC | History | Added to | 118,229 | 4,473 | 0.53% | 0.4% | 302 | +844 | 0.72% | Q1 2026 | May 05, 2026 |
| Curi Capital, LLC | History | Added to | 116,013 | 4,389 | 0.08% | 0.06% | 303 | +14,058 | 13.79% | Q1 2026 | May 15, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 114,820 | 4,344 | 0.05% | 0.05% | 304 | +2,757 | 2.46% | Q1 2026 | May 15, 2026 |
| ProVise Management Group, LLC | History | Reduced | 113,907 | 4,310 | 0.31% | 0.26% | 305 | -1,801 | -1.56% | Q1 2026 | May 06, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 113,041 | 4,277 | 0.68% | 0.56% | 306 | -6,284 | -5.27% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Reduced | 113,010 | 4,276 | 0.02% | 0.02% | 307 | -2,874 | -2.48% | Q1 2026 | May 14, 2026 |
| XML Financial, LLC | History | Added to | 112,381 | 4,252 | 0.34% | 0.28% | 308 | +3,512 | 3.23% | Q1 2026 | Apr 16, 2026 |
| Calamos Advisors LLC | History | Added to | 111,546 | 4,220 | 0.01% | 0.01% | 309 | +5,736 | 5.42% | Q1 2026 | May 04, 2026 |
| FLC Capital Advisors | History | Reduced | 111,463 | 4,217 | 0.75% | 0.67% | 310 | -1,727 | -1.53% | Q1 2026 | May 01, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 111,267 | 4,210 | 0.13% | 0.11% | 311 | +3,275 | 3.03% | Q1 2026 | May 11, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 110,460 | 4,179 | 0.44% | 0.36% | 312 | -549 | -0.49% | Q1 2026 | Apr 09, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 110,146 | 4,167 | 0.44% | 0.37% | 313 | -1,850 | -1.65% | Q1 2026 | May 07, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 110,066 | 4,164 | 0.12% | 0.12% | 314 | -20,384 | -15.63% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 109,072 | 4,127 | 0.16% | 0.13% | 315 | -5,859 | -5.1% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 108,651 | 4,111 | 0.05% | 0.05% | 316 | -13,807 | -11.27% | Q1 2026 | Apr 20, 2026 |
| Certified Advisory Corp | History | Added to | 108,479 | 4,104 | 0.37% | 0.26% | 317 | +19,135 | 21.42% | Q1 2026 | Apr 17, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | Reduced | 108,356 | 4,100 | 2.32% | 2.19% | 318 | -490 | -0.45% | Q1 2026 | May 13, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 108,017 | 4,087 | 0.57% | 0.52% | 319 | -11,383 | -9.53% | Q1 2026 | Apr 22, 2026 |
| BLACKHILL CAPITAL INC | History | No change | 107,704 | 4,075 | 0.21% | 0.18% | 320 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clear Trail Advisors, LLC | History | Reduced | 107,605 | 4,071 | 0.68% | 0.8% | 321 | -542 | -0.5% | Q1 2026 | Apr 17, 2026 |
| BOKF, NA | History | Added to | 105,241 | 3,982 | 0.06% | 0.05% | 322 | +772 | 0.74% | Q1 2026 | May 08, 2026 |
| ARS Investment Partners, LLC | History | Reduced | 105,187 | 3,980 | 0.21% | 0.21% | 323 | -7,000 | -6.24% | Q1 2026 | Apr 16, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 105,143 | 3,978 | 0.13% | 0.11% | 324 | +2,372 | 2.31% | Q1 2026 | Apr 22, 2026 |
| DOLIVER ADVISORS, LP | History | Added to | 103,613 | 3,920 | 0.89% | 0.8% | 325 | +4,300 | 4.33% | Q1 2026 | Apr 08, 2026 |
| Lavaca Capital LLC | History | No change | 103,098 | 3,901 | 0.69% | 0.53% | 326 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 302,236 | 3,880 | 0.18% | 0.04% | 327 | -75,889 | -20.07% | Q1 2026 | May 15, 2026 |
| BFSG, LLC | History | Added to | 101,709 | 3,848 | 0.36% | 0.0% | 328 | +100,401 | 7675.92% | Q1 2026 | Apr 28, 2026 |
| Hilton Capital Management, LLC | History | Reduced | 100,630 | 3,807 | 0.29% | 0.25% | 329 | -4,000 | -3.82% | Q1 2026 | May 14, 2026 |
| Cullen Capital Management, LLC | History | Added to | 99,815 | 3,777 | 0.04% | 0.03% | 330 | +21,612 | 27.64% | Q1 2026 | May 15, 2026 |
| Greenline Partners, LLC | History | Added to | 99,632 | 3,770 | 0.41% | 0.32% | 331 | +13,165 | 15.23% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 99,329 | 3,758 | 0.14% | 0.06% | 332 | +50,066 | 101.63% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 95,880 | 3,628 | 0.07% | 0.06% | 333 | +909 | 0.96% | Q1 2026 | Apr 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 95,389 | 3,609 | 0.04% | 0.03% | 334 | +15,492 | 19.39% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 95,125 | 3,599 | 0.07% | 0.05% | 335 | -255 | -0.27% | Q1 2026 | Apr 10, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 94,734 | 3,584 | 0.09% | 0.07% | 336 | +338 | 0.36% | Q1 2026 | May 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 94,496 | 3,575 | 0.11% | 0.1% | 337 | -1,355 | -1.41% | Q1 2026 | Apr 27, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 93,967 | 3,555 | 0.38% | 0.34% | 338 | -10,209 | -9.8% | Q1 2026 | Apr 21, 2026 |
| Kercheville Advisors, LLC | History | Added to | 93,320 | 3,531 | 1.13% | 0.35% | 339 | +52,620 | 129.29% | Q1 2026 | Apr 20, 2026 |
| Verity Asset Management, Inc. | History | Added to | 93,077 | 3,522 | 1.48% | 1.17% | 340 | +7,793 | 9.14% | Q1 2026 | Apr 21, 2026 |
| Corps Capital Advisors, LLC | History | Added to | 92,755 | 3,509 | 3.04% | 2.82% | 341 | +7,785 | 9.16% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 92,591 | 3,503 | 0.05% | 0.04% | 342 | -981 | -1.05% | Q1 2026 | Apr 21, 2026 |
| Verity & Verity, LLC | History | Reduced | 92,530 | 3,501 | 0.26% | 0.25% | 343 | -7,556 | -7.55% | Q1 2026 | Apr 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 92,501 | 3,500 | 0.02% | 0.02% | 344 | -9,258 | -9.1% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 92,251 | 3,490 | 0.03% | 0.04% | 345 | -974 | -1.04% | Q1 2026 | May 06, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 92,103 | 3,485 | 0.1% | 0.08% | 346 | +8,630 | 10.34% | Q1 2026 | Apr 21, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 91,191 | 3,450 | 0.05% | 0.04% | 347 | +1,112 | 1.23% | Q1 2026 | May 15, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 92,511 | 3,446 | 0.75% | 0.66% | 348 | +2,415 | 2.68% | Q1 2026 | Apr 16, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 88,824 | 3,361 | 0.0% | 0.0% | 349 | -2,253 | -2.47% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | New | 88,788 | 3,360 | 0.0% | — | 351 | +88,788 | New | Q1 2026 | Apr 16, 2026 |
| Pinnacle Holdings, LLC | History | Reduced | 88,799 | 3,360 | 1.09% | 0.96% | 350 | -95 | -0.11% | Q1 2026 | May 08, 2026 |
| Procyon Advisors, LLC | History | Added to | 88,650 | 3,354 | 0.16% | 0.13% | 352 | +6,337 | 7.7% | Q1 2026 | May 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 88,225 | 3,338 | 0.08% | 0.06% | 353 | +5,220 | 6.29% | Q1 2026 | Apr 30, 2026 |
| ING GROEP NV | History | New | 87,900 | 3,326 | 0.02% | — | 354 | +87,900 | New | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 87,821 | 3,323 | 0.05% | 0.05% | 355 | +4,878 | 5.88% | Q1 2026 | May 18, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 87,815 | 3,322 | 0.17% | 0.12% | 356 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Royal Palms Capital LLC | History | Added to | 87,590 | 3,314 | 3.28% | 2.17% | 357 | +30,500 | 53.42% | Q1 2026 | May 07, 2026 |
| River Road Asset Management, LLC | History | Reduced | 87,510 | 3,311 | 0.04% | 0.04% | 358 | -15,655 | -15.17% | Q1 2026 | Apr 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 86,362 | 3,267 | 0.06% | 0.05% | 359 | +470 | 0.55% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 86,169 | 3,260 | 0.14% | 0.13% | 360 | +1,510 | 1.78% | Q1 2026 | Apr 28, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 85,538 | 3,236 | 0.48% | 0.43% | 361 | -404 | -0.47% | Q1 2026 | Apr 24, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 85,475 | 3,234 | 0.04% | 0.03% | 362 | -112 | -0.13% | Q1 2026 | Apr 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 85,458 | 3,198 | 0.03% | 0.04% | 363 | -22,988 | -21.2% | Q1 2026 | Apr 07, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 83,967 | 3,177 | 0.23% | 0.1% | 364 | +39,399 | 88.4% | Q1 2026 | May 06, 2026 |
| Kovack Advisors, Inc. | History | Added to | 84,146 | 3,171 | 0.17% | 0.07% | 365 | +40,160 | 91.3% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 83,213 | 3,148 | 0.01% | 0.01% | 366 | -6,974 | -7.73% | Q1 2026 | Apr 24, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 83,203 | 3,148 | 0.02% | 0.02% | 367 | +627 | 0.76% | Q1 2026 | May 05, 2026 |
| Tufton Capital Management | History | Reduced | 82,800 | 3,133 | 0.57% | 0.47% | 368 | -246 | -0.3% | Q1 2026 | May 12, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 81,962 | 3,101 | 1.13% | 1.02% | 369 | +1,471 | 1.83% | Q1 2026 | Apr 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 81,947 | 3,100 | 0.01% | 0.01% | 370 | -13,815 | -14.43% | Q1 2026 | May 04, 2026 |
| Blue Trust, Inc. | History | Reduced | 81,706 | 3,091 | 0.04% | 0.03% | 371 | -12,817 | -13.56% | Q1 2026 | Apr 20, 2026 |
| IHT Wealth Management, LLC | History | Added to | 81,631 | 3,088 | 0.07% | 0.06% | 372 | +9,891 | 13.79% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 81,578 | 3,086 | 0.05% | 0.04% | 373 | -2,879 | -3.41% | Q1 2026 | Apr 27, 2026 |
| Applied Capital LLC/FL | History | Added to | 80,959 | 3,063 | 1.45% | 1.48% | 374 | +3,027 | 3.88% | Q1 2026 | May 07, 2026 |
| McAlvany Wealth Management LLC | History | Added to | 78,356 | 3,062 | 2.06% | 1.72% | 375 | +8,020 | 11.4% | Q1 2026 | May 06, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 79,960 | 3,025 | 0.06% | 0.05% | 376 | +5,865 | 7.92% | Q1 2026 | May 14, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 79,533 | 3,009 | 0.04% | 0.03% | 377 | -1,778 | -2.19% | Q1 2026 | May 08, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 79,461 | 3,006 | 0.1% | 0.07% | 378 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 78,511 | 2,970 | 0.01% | 0.01% | 379 | +32,008 | 68.83% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 79,352 | 2,969 | 0.01% | 0.02% | 380 | -31,642 | -28.51% | Q1 2026 | May 12, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 78,438 | 2,968 | 1.05% | 0.81% | 381 | +7,223 | 10.14% | Q1 2026 | Apr 22, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 78,020 | 2,952 | 0.81% | 0.6% | 382 | +15,253 | 24.3% | Q1 2026 | Apr 09, 2026 |
| Sowell Financial Services LLC | History | Reduced | 77,599 | 2,936 | 0.11% | 0.09% | 383 | -869 | -1.11% | Q1 2026 | Apr 20, 2026 |
| Nuveen, LLC | History | Reduced | 76,716 | 2,902 | 0.0% | 0.0% | 384 | -184,500 | -70.63% | Q1 2026 | Apr 30, 2026 |
| COWA, LLC | History | Reduced | 76,330 | 2,888 | 0.78% | 0.86% | 385 | -11,816 | -13.41% | Q1 2026 | May 14, 2026 |
| Callahan Advisors, LLC | History | Reduced | 74,606 | 2,823 | 0.24% | 0.2% | 386 | -2,599 | -3.37% | Q1 2026 | May 12, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 74,065 | 2,802 | 0.37% | 0.31% | 387 | -3,860 | -4.95% | Q1 2026 | May 08, 2026 |
| Evanson Asset Management, LLC | History | Added to | 74,001 | 2,800 | 0.15% | 0.09% | 388 | +21,649 | 41.35% | Q1 2026 | Apr 08, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 73,527 | 2,782 | 0.4% | 0.34% | 389 | +34 | 0.05% | Q1 2026 | Apr 20, 2026 |
| MONTCHANIN ASSET MANAGEMENT, LLC | History | New | 73,400 | 2,777 | 2.95% | — | 390 | +73,400 | New | Q1 2026 | May 21, 2026 |
| Baer Investment Advisory LLC | History | Reduced | 72,091 | 2,727 | 2.72% | 2.43% | 391 | -7,683 | -9.63% | Q1 2026 | Apr 29, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 72,055 | 2,726 | 0.54% | 0.5% | 392 | +5,789 | 8.74% | Q1 2026 | Apr 28, 2026 |
| SL ADVISORS, LLC | History | No change | 71,745 | 2,714 | 4.59% | 4.71% | 393 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 71,386 | 2,701 | 0.09% | 0.08% | 394 | +4,543 | 6.8% | Q1 2026 | May 07, 2026 |
| Caprock Group, LLC | History | Reduced | 71,049 | 2,688 | 0.07% | 0.05% | 395 | -5,228 | -6.85% | Q1 2026 | May 11, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 70,843 | 2,680 | 0.67% | 0.58% | 396 | +668 | 0.95% | Q1 2026 | May 07, 2026 |
| GraniteShares Advisors LLC | History | Reduced | 70,259 | 2,658 | 1.91% | 1.64% | 397 | -13,919 | -16.54% | Q1 2026 | Apr 23, 2026 |
| HWG Holdings LP | History | No change | 70,002 | 2,648 | 0.69% | 0.54% | 398 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Intellus Advisors LLC | History | Added to | 69,973 | 2,647 | 0.36% | 0.3% | 399 | +88 | 0.13% | Q1 2026 | May 07, 2026 |
| United Advisor Group, LLC | History | Added to | 69,479 | 2,629 | 0.32% | 0.27% | 400 | +2,812 | 4.22% | Q1 2026 | Apr 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 69,291 | 2,622 | 0.03% | 0.03% | 401 | -2,295 | -3.21% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 69,052 | 2,612 | 0.05% | 0.05% | 402 | -603 | -0.87% | Q1 2026 | Apr 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 68,736 | 2,600 | 0.02% | 0.0% | 403 | +49,602 | 259.23% | Q1 2026 | May 11, 2026 |
| RS CRUM INC. | History | Reduced | 68,553 | 2,594 | 0.5% | 0.44% | 404 | -150 | -0.22% | Q1 2026 | Apr 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 67,777 | 2,586 | 0.07% | 0.07% | 405 | +18,790 | 38.36% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 68,036 | 2,574 | 0.66% | 0.59% | 406 | +136 | 0.2% | Q1 2026 | Apr 29, 2026 |
| Keeler Thomas Management LLC | History | New | 67,490 | 2,553 | 1.08% | — | 407 | +67,490 | New | Q1 2026 | May 11, 2026 |
| Cornerstone Select Advisors, LLC | History | Added to | 66,681 | 2,523 | 1.58% | 1.42% | 408 | +2,951 | 4.63% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | Added to | 66,519 | 2,517 | 0.19% | 0.22% | 409 | +24,759 | 59.29% | Q1 2026 | Apr 28, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 66,183 | 2,504 | 0.1% | 0.09% | 410 | +248 | 0.38% | Q1 2026 | May 12, 2026 |
| C2C Wealth Management, LLC | History | Added to | 66,146 | 2,502 | 2.12% | 1.71% | 411 | +3,000 | 4.75% | Q1 2026 | Apr 20, 2026 |
| GP Brinson Investments LLC | History | Reduced | 65,909 | 2,493 | 1.13% | 3.75% | 412 | -205,554 | -75.72% | Q1 2026 | Apr 01, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 65,783 | 2,488 | 0.0% | 0.0% | 414 | +62,491 | 1898.27% | Q1 2026 | May 13, 2026 |
| TERRIL BROTHERS, INC. | History | No change | 6,575 | 2,488 | 0.68% | 0.06% | 413 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 65,700 | 2,486 | 0.01% | 0.01% | 415 | +21,177 | 47.56% | Q1 2026 | Apr 30, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 65,600 | 2,482 | 0.0% | 0.0% | 416 | -40,188 | -37.99% | Q1 2026 | May 13, 2026 |
| Charles Schwab Trust Co | History | No change | 65,518 | 2,479 | 0.16% | 0.14% | 417 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 65,461 | 2,477 | 0.08% | 0.06% | 418 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 65,454 | 2,476 | 0.02% | 0.02% | 419 | -631 | -0.95% | Q1 2026 | Apr 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 64,714 | 2,448 | 0.08% | 0.06% | 420 | +5,220 | 8.77% | Q1 2026 | Apr 08, 2026 |
| TB Alternative Assets Ltd. | History | New | 64,451 | 2,438 | 0.51% | — | 421 | +64,451 | New | Q1 2026 | Apr 16, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 62,146 | 2,428 | 0.15% | 0.1% | 422 | -6,968 | -10.08% | Q1 2026 | Apr 24, 2026 |
| Cannell & Spears LLC | History | Reduced | 63,670 | 2,409 | 0.05% | 0.06% | 423 | -37,500 | -37.07% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | Added to | 63,606 | 2,406 | 0.2% | 0.15% | 424 | +2,621 | 4.3% | Q1 2026 | Apr 10, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 63,307 | 2,395 | 1.06% | 0.94% | 425 | -758 | -1.18% | Q1 2026 | May 11, 2026 |
| Visionary Wealth Advisors | History | Reduced | 63,134 | 2,388 | 0.11% | 0.09% | 426 | -397 | -0.62% | Q1 2026 | May 13, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 62,781 | 2,375 | 0.02% | 0.02% | 427 | -50,289 | -44.48% | Q1 2026 | May 07, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Reduced | 62,739 | 2,374 | 1.45% | 1.22% | 428 | -1,061 | -1.66% | Q1 2026 | May 15, 2026 |
| Silverberg Bernstein Capital Management LLC | History | No change | 62,480 | 2,364 | 1.3% | 1.16% | 429 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 62,400 | 2,361 | 0.17% | 0.18% | 430 | -9,863 | -13.65% | Q1 2026 | May 05, 2026 |
| L. Roy Papp & Associates, LLP | History | Added to | 61,858 | 2,340 | 0.27% | 0.22% | 431 | +13 | 0.02% | Q1 2026 | Apr 14, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 61,793 | 2,338 | 0.22% | 0.21% | 432 | -7,869 | -11.3% | Q1 2026 | May 06, 2026 |
| Intrua Financial, LLC | History | Reduced | 61,484 | 2,326 | 0.24% | 0.22% | 433 | -2,763 | -4.3% | Q1 2026 | Apr 23, 2026 |
| SCS Capital Management LLC | History | Reduced | 61,157 | 2,314 | 0.02% | 0.02% | 434 | -4,114 | -6.3% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 72,120 | 2,312 | 0.04% | 0.04% | 435 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TCFG Investment Advisors, LLC | History | New | 60,604 | 2,293 | 0.86% | — | 437 | +60,604 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 60,604 | 2,293 | 0.86% | 0.76% | 436 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Tidal Investments LLC | History | Added to | 60,464 | 2,287 | 0.0% | 0.0% | 438 | +33,366 | 123.13% | Q1 2026 | May 15, 2026 |
| Whipplewood Advisors, LLC | History | No change | 59,945 | 2,268 | 1.18% | 1.23% | 439 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 59,738 | 2,260 | 1.61% | 1.38% | 440 | -340 | -0.57% | Q1 2026 | Apr 21, 2026 |
| PROMETHIUM ADVISORS,LLC | History | No change | 59,339 | 2,245 | 1.16% | 1.03% | 441 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Virtu Financial LLC | History | Reduced | 58,791 | 2,225 | 0.09% | 0.08% | 442 | -2,333 | -3.82% | Q1 2026 | May 14, 2026 |
| EDMP, INC. | History | Reduced | 58,138 | 2,199 | 1.78% | 1.57% | 443 | -1,577 | -2.64% | Q1 2026 | Apr 28, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 57,753 | 2,185 | 0.01% | 0.01% | 444 | -6,736 | -10.45% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 57,712 | 2,183 | 0.03% | 0.03% | 445 | -2,836 | -4.68% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 57,398 | 2,171 | 0.01% | 0.01% | 446 | +5,200 | 9.96% | Q1 2026 | May 14, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 57,386 | 2,171 | 1.23% | 1.15% | 447 | +5 | 0.01% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 56,977 | 2,156 | 0.06% | 0.05% | 448 | -2,400 | -4.04% | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | Added to | 56,330 | 2,131 | 0.03% | 0.02% | 449 | +2,242 | 4.15% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 56,060 | 2,121 | 0.15% | 0.12% | 450 | +4,388 | 8.49% | Q1 2026 | May 05, 2026 |
| Northstar Advisory Group, LLC | History | Added to | 55,893 | 2,114 | 0.79% | 0.62% | 451 | +1,412 | 2.59% | Q1 2026 | Apr 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 55,666 | 2,106 | 0.09% | 0.08% | 452 | +424 | 0.77% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 55,340 | 2,094 | 0.05% | 0.04% | 453 | +495 | 0.9% | Q1 2026 | May 04, 2026 |
| Pinnacle West Asset Management, Inc. | History | Reduced | 55,037 | 2,083 | 1.42% | 1.22% | 454 | -3,500 | -5.98% | Q1 2026 | May 14, 2026 |
| Inspire Advisors, LLC | History | Reduced | 54,808 | 2,073 | 0.17% | 0.16% | 455 | -262 | -0.48% | Q1 2026 | May 15, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | New | 54,679 | 2,069 | 2.12% | — | 456 | +54,679 | New | Q1 2026 | Apr 21, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 54,656 | 2,068 | 0.03% | 0.02% | 458 | +11,518 | 26.7% | Q1 2026 | May 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 54,640 | 2,068 | 0.0% | 0.0% | 457 | +8,230 | 17.73% | Q1 2026 | May 15, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 54,673 | 2,068 | 0.32% | 0.29% | 459 | +204 | 0.37% | Q1 2026 | May 06, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Added to | 54,004 | 2,043 | 0.49% | 0.23% | 460 | +23,898 | 79.38% | Q1 2026 | Apr 22, 2026 |
| Argent Advisors, Inc. | History | Reduced | 53,574 | 2,027 | 0.55% | 0.5% | 461 | -2,433 | -4.34% | Q1 2026 | Apr 24, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 53,218 | 2,013 | 0.21% | 0.18% | 462 | +600 | 1.14% | Q1 2026 | Apr 22, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 53,179 | 2,012 | 0.3% | 0.2% | 463 | -11 | -0.02% | Q1 2026 | Apr 14, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 53,147 | 2,011 | 0.32% | 0.27% | 464 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Patten Group, Inc. | History | Added to | 52,647 | 1,992 | 0.35% | 0.31% | 465 | +256 | 0.49% | Q1 2026 | Apr 24, 2026 |
| R.H. Dinel Investment Counsel, Inc. | History | No change | 52,350 | 1,980 | 1.6% | 1.23% | 466 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GM Advisory Group, LLC | History | Reduced | 52,239 | 1,976 | 0.08% | 0.07% | 467 | -5,318 | -9.24% | Q1 2026 | Apr 28, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 51,896 | 1,963 | 0.22% | 0.18% | 468 | +3,496 | 7.22% | Q1 2026 | May 01, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 51,839 | 1,961 | 0.05% | 0.04% | 469 | +581 | 1.13% | Q1 2026 | Apr 29, 2026 |
| Lee Financial Co | History | Added to | 51,757 | 1,958 | 0.28% | 0.22% | 470 | +166 | 0.32% | Q1 2026 | Apr 13, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 51,728 | 1,957 | 1.41% | 1.26% | 471 | -2,059 | -3.83% | Q1 2026 | May 07, 2026 |
| Tweedy, Browne Co LLC | History | Reduced | 51,549 | 1,950 | 0.15% | 0.28% | 472 | -56,886 | -52.46% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 51,458 | 1,947 | 0.0% | 0.0% | 473 | -311,639 | -85.83% | Q1 2026 | May 13, 2026 |
| ELCO Management Co., LLC | History | Added to | 51,294 | 1,940 | 0.93% | 0.45% | 474 | +28,982 | 129.89% | Q1 2026 | Apr 23, 2026 |
| Paragon Advisors, LLC | History | Reduced | 51,288 | 1,940 | 0.52% | 0.61% | 475 | -19,000 | -27.03% | Q1 2026 | May 04, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 50,815 | 1,922 | 0.18% | 0.14% | 476 | +4,099 | 8.77% | Q1 2026 | May 04, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 50,180 | 1,898 | 0.15% | 0.12% | 477 | +245 | 0.49% | Q1 2026 | May 13, 2026 |
| Samjo Management, LLC | History | No change | 50,150 | 1,897 | 0.82% | 0.62% | 478 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Resolute Capital Asset Partners LLC | History | New | 50,000 | 1,892 | 1.0% | — | 480 | +50,000 | New | Q1 2026 | May 15, 2026 |
| American Assets Investment Management, LLC | History | No change | 50,000 | 1,892 | 0.13% | 0.11% | 479 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 49,650 | 1,878 | 0.04% | 0.03% | 481 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Fund Advisors of America Inc/FL | History | Reduced | 49,021 | 1,854 | 1.88% | 1.57% | 482 | -4,518 | -8.44% | Q1 2026 | May 13, 2026 |
| JB Capital LLC | History | Reduced | 48,910 | 1,850 | 0.07% | 0.14% | 483 | -59,133 | -54.73% | Q1 2026 | Apr 27, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 57,608 | 1,846 | 1.2% | 1.2% | 484 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Plan Group Financial, LLC | History | Added to | 48,137 | 1,821 | 0.43% | 0.28% | 485 | +13,988 | 40.96% | Q1 2026 | Apr 13, 2026 |
| Uptown Financial Advisors LLC | History | No change | 48,051 | 1,818 | 1.44% | 1.1% | 486 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 47,859 | 1,811 | 0.12% | 0.08% | 488 | +16,730 | 53.74% | Q1 2026 | Apr 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 47,882 | 1,811 | 0.03% | 0.03% | 487 | +352 | 0.74% | Q1 2026 | May 07, 2026 |
| Avion Wealth | History | Reduced | 47,669 | 1,803 | 0.37% | 0.39% | 489 | -10,140 | -17.54% | Q1 2026 | May 01, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 47,547 | 1,799 | 0.19% | 0.14% | 490 | +3,227 | 7.28% | Q1 2026 | May 12, 2026 |
| Objectivity Squared, LLC | History | Added to | 47,417 | 1,794 | 1.13% | 0.84% | 491 | +696 | 1.49% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 47,180 | 1,785 | 0.01% | — | 492 | +47,180 | New | Q1 2026 | May 01, 2026 |
| CMH Wealth Management LLC | History | New | 47,060 | 1,780 | 0.31% | — | 493 | +47,060 | New | Q1 2026 | Apr 13, 2026 |
| E&G Advisors, LP | History | Reduced | 47,642 | 1,779 | 0.4% | 0.34% | 494 | -327 | -0.68% | Q1 2026 | Apr 21, 2026 |
| Quantum Private Wealth, LLC | History | Reduced | 46,729 | 1,768 | 0.55% | 0.44% | 495 | -503 | -1.06% | Q1 2026 | Apr 27, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 46,678 | 1,766 | 0.17% | 0.14% | 496 | -311 | -0.66% | Q1 2026 | Apr 09, 2026 |
| Cadence Bank | History | No change | 54,661 | 1,752 | 0.1% | 0.1% | 497 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Addison Capital Co | History | No change | 46,315 | 1,752 | 0.31% | 0.37% | 498 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Added to | 46,158 | 1,746 | 0.4% | 0.32% | 499 | +718 | 1.58% | Q1 2026 | May 01, 2026 |
| Clarus Group, Inc. | History | Added to | 46,167 | 1,746 | 0.63% | 0.53% | 500 | +23 | 0.05% | Q1 2026 | Apr 21, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 46,127 | 1,745 | 0.03% | 0.03% | 501 | +670 | 1.47% | Q1 2026 | Apr 20, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 45,926 | 1,737 | 0.26% | 0.23% | 502 | -963 | -2.05% | Q1 2026 | Apr 08, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 44,360 | 1,733 | 0.05% | 0.04% | 503 | -530 | -1.18% | Q1 2026 | May 11, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 45,734 | 1,730 | 0.1% | 0.08% | 504 | -442 | -0.96% | Q1 2026 | Apr 29, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 45,490 | 1,721 | 0.01% | 0.01% | 505 | +7,150 | 18.65% | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 45,376 | 1,717 | 0.02% | 0.02% | 506 | +7,014 | 18.28% | Q1 2026 | May 12, 2026 |
| Obermeyer Wealth Partners | History | Added to | 45,272 | 1,713 | 0.08% | 0.06% | 507 | +2,500 | 5.84% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 44,789 | 1,694 | 0.01% | 0.01% | 508 | -4,008 | -8.21% | Q1 2026 | May 13, 2026 |
| 1776 Wealth LLC | History | Added to | 44,663 | 1,690 | 0.66% | 0.54% | 509 | +34 | 0.08% | Q1 2026 | May 08, 2026 |
| Keystone Financial Group | History | Added to | 44,592 | 1,688 | 0.12% | 0.11% | 510 | +11 | 0.02% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 44,280 | 1,675 | 0.02% | 0.01% | 511 | -790 | -1.75% | Q1 2026 | May 08, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 44,170 | 1,671 | 1.13% | 0.88% | 512 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 43,789 | 1,656 | 0.21% | 0.2% | 513 | -2,394 | -5.18% | Q1 2026 | Apr 27, 2026 |
| Destiny Wealth Partners, LLC | History | New | 43,400 | 1,642 | 0.18% | — | 514 | +43,400 | New | Q1 2026 | May 11, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 43,335 | 1,639 | 0.47% | 0.38% | 515 | +100 | 0.23% | Q1 2026 | Apr 28, 2026 |
| WealthTrust Axiom LLC | History | No change | 43,139 | 1,632 | 0.4% | 0.36% | 516 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 42,293 | 1,600 | 1.27% | 1.09% | 517 | -614 | -1.43% | Q1 2026 | Apr 21, 2026 |
| Forum Financial Management, LP | History | Added to | 42,236 | 1,598 | 0.02% | 0.01% | 518 | +6,927 | 19.62% | Q1 2026 | Apr 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 42,126 | 1,594 | 0.21% | 0.19% | 519 | +23 | 0.05% | Q1 2026 | Apr 15, 2026 |
| Orion Investment Co | History | Added to | 42,092 | 1,592 | 0.51% | 0.35% | 520 | +6,725 | 19.01% | Q1 2026 | May 12, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 41,902 | 1,585 | 0.85% | 0.69% | 521 | +406 | 0.98% | Q1 2026 | May 14, 2026 |
| Windsor Advisory Group, LLC | History | Reduced | 41,814 | 1,582 | 1.32% | 1.35% | 522 | -5,445 | -11.52% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | Reduced | 41,778 | 1,580 | 0.14% | 0.11% | 523 | -950 | -2.22% | Q1 2026 | Apr 30, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 41,448 | 1,568 | 1.0% | 1.01% | 525 | -7,989 | -16.16% | Q1 2026 | May 14, 2026 |
| Wellington Shields & Co., LLC | History | No change | 41,448 | 1,568 | 0.4% | 0.33% | 524 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 41,427 | 1,567 | 0.64% | 0.55% | 526 | +608 | 1.49% | Q1 2026 | Apr 27, 2026 |
| ZEGA Investments, LLC | History | Added to | 41,433 | 1,567 | 0.18% | 0.16% | 527 | +241 | 0.59% | Q1 2026 | May 08, 2026 |
| Integrated Advisors Network LLC | History | Added to | 41,376 | 1,565 | 0.08% | 0.05% | 528 | +7,619 | 22.57% | Q1 2026 | Apr 28, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 41,138 | 1,557 | 0.11% | 0.1% | 529 | -3,868 | -8.59% | Q1 2026 | Apr 01, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 41,093 | 1,554 | 0.24% | 0.21% | 531 | +306 | 0.75% | Q1 2026 | May 06, 2026 |
| CMG Global Holdings, LLC | History | No change | 41,083 | 1,554 | 0.74% | 0.64% | 530 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Silver Lake Advisory, LLC | History | Reduced | 40,834 | 1,545 | 0.61% | 0.61% | 532 | -8,116 | -16.58% | Q1 2026 | Apr 27, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 40,615 | 1,536 | 0.46% | 0.44% | 533 | -3,976 | -8.92% | Q1 2026 | May 05, 2026 |
| Platform Technology Partners | History | Reduced | 40,487 | 1,532 | 0.3% | 0.29% | 534 | -1,490 | -3.55% | Q1 2026 | Apr 27, 2026 |
| ALBERT D MASON INC | History | Added to | 40,467 | 1,531 | 0.99% | 0.83% | 535 | +919 | 2.32% | Q1 2026 | Apr 15, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 40,448 | 1,530 | 0.2% | 0.18% | 536 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Geneva Partners, LLC | History | No change | 40,250 | 1,523 | 0.73% | 0.46% | 537 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 40,195 | 1,520 | 0.28% | 0.27% | 538 | -4,963 | -10.99% | Q1 2026 | Apr 15, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 40,082 | 1,516 | 0.09% | 0.07% | 539 | -144 | -0.36% | Q1 2026 | May 11, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 40,034 | 1,514 | 0.18% | 0.15% | 540 | +570 | 1.44% | Q1 2026 | Apr 27, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 44,310 | 1,512 | 0.49% | — | 541 | +44,310 | New | Q1 2026 | May 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 39,723 | 1,503 | 0.12% | 0.1% | 542 | -83 | -0.21% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 39,608 | 1,498 | 0.02% | 0.02% | 543 | -3,689 | -8.52% | Q1 2026 | May 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 39,521 | 1,495 | 0.14% | 0.12% | 544 | -600 | -1.5% | Q1 2026 | Apr 23, 2026 |
| Apella Capital, LLC | History | New | 40,223 | 1,474 | 0.02% | — | 546 | +40,223 | New | Q1 2026 | Apr 20, 2026 |
| Glenview Trust Co | History | Reduced | 38,972 | 1,474 | 0.02% | 0.02% | 545 | -652 | -1.65% | Q1 2026 | May 08, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Reduced | 38,620 | 1,461 | 0.47% | 0.38% | 547 | -37 | -0.1% | Q1 2026 | Apr 21, 2026 |
| Round Rock Advisors LLC | History | No change | 38,435 | 1,454 | 0.22% | 0.19% | 548 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 38,358 | 1,451 | 0.48% | 0.33% | 549 | +581 | 1.54% | Q1 2026 | Apr 15, 2026 |
| CORDA Investment Management, LLC. | History | Reduced | 38,335 | 1,450 | 0.1% | 0.09% | 550 | -1,000 | -2.54% | Q1 2026 | May 04, 2026 |
| Busey Bank | History | Reduced | 38,313 | 1,449 | 0.04% | 0.03% | 551 | -1,965 | -4.88% | Q1 2026 | Apr 28, 2026 |
| Overbrook Management Corp | History | No change | 38,241 | 1,447 | 0.27% | 0.21% | 552 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Diversified Trust Co | History | Added to | 38,059 | 1,440 | 0.03% | 0.02% | 553 | +3,165 | 9.07% | Q1 2026 | Apr 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 38,455 | 1,439 | 0.1% | 0.09% | 554 | -846 | -2.15% | Q1 2026 | May 01, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 38,005 | 1,438 | 0.08% | 0.06% | 555 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 37,725 | 1,427 | 0.07% | 0.06% | 556 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 37,448 | 1,417 | 0.04% | 0.04% | 557 | -2,598 | -6.49% | Q1 2026 | Apr 24, 2026 |
| HOURGLASS CAPITAL, LLC | History | New | 37,447 | 1,416 | 0.29% | — | 558 | +37,447 | New | Q1 2026 | May 04, 2026 |
| HM PAYSON & CO | History | Added to | 37,354 | 1,413 | 0.02% | 0.02% | 559 | +236 | 0.64% | Q1 2026 | Apr 13, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 37,154 | 1,405 | 0.47% | 0.35% | 561 | +4,045 | 12.22% | Q1 2026 | Apr 22, 2026 |
| Anchor Investment Management, LLC | History | Added to | 37,146 | 1,405 | 0.12% | 0.1% | 560 | +5 | 0.01% | Q1 2026 | May 01, 2026 |
| Karras Company, Inc. | History | Reduced | 37,129 | 1,404 | 1.42% | 1.18% | 562 | -613 | -1.62% | Q1 2026 | Apr 06, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 36,025 | 1,363 | 0.08% | 0.07% | 563 | -469 | -1.29% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 35,950 | 1,360 | 0.01% | — | 564 | +35,950 | New | Q1 2026 | May 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 35,914 | 1,358 | 0.06% | 0.04% | 565 | +9,164 | 34.26% | Q1 2026 | May 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 35,836 | 1,356 | 0.04% | 0.03% | 566 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fiduciary Group, LLC | History | Reduced | 35,731 | 1,352 | 0.12% | 0.1% | 567 | -320 | -0.89% | Q1 2026 | May 11, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 35,606 | 1,347 | 0.23% | 0.19% | 568 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | Added to | 35,576 | 1,346 | 0.1% | 0.08% | 569 | +2,172 | 6.5% | Q1 2026 | Apr 14, 2026 |
| StoneX Group Inc. | History | Reduced | 35,509 | 1,343 | 0.07% | 0.06% | 570 | -5,419 | -13.24% | Q1 2026 | May 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 35,413 | 1,340 | 0.16% | 0.13% | 571 | +356 | 1.02% | Q1 2026 | May 05, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 35,261 | 1,334 | 0.22% | 0.2% | 572 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 35,120 | 1,328 | 0.16% | 0.13% | 573 | +530 | 1.53% | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Reduced | 35,000 | 1,324 | 0.04% | 0.03% | 574 | -645 | -1.81% | Q1 2026 | May 04, 2026 |
| McAdam, LLC | History | Added to | 34,929 | 1,321 | 0.06% | 0.05% | 575 | +591 | 1.72% | Q1 2026 | May 08, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 34,766 | 1,315 | 0.52% | 0.48% | 576 | -1,264 | -3.51% | Q1 2026 | Apr 21, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 34,607 | 1,309 | 0.04% | 0.04% | 577 | -7,463 | -17.74% | Q1 2026 | May 04, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 34,524 | 1,306 | 0.01% | — | 578 | +34,524 | New | Q1 2026 | May 12, 2026 |
| Canal Capital Management, LLC | History | Added to | 34,410 | 1,302 | 0.18% | 0.04% | 579 | +25,016 | 266.3% | Q1 2026 | Apr 27, 2026 |
| NorthRock Partners, LLC | History | Reduced | 34,365 | 1,300 | 0.02% | 0.02% | 581 | -4,369 | -11.28% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 34,365 | 1,300 | 0.02% | 0.01% | 580 | -896 | -2.54% | Q1 2026 | May 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 34,264 | 1,296 | 0.14% | 0.12% | 582 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DF DENT & CO INC | History | Reduced | 34,232 | 1,295 | 0.02% | 0.02% | 583 | -100 | -0.29% | Q1 2026 | May 15, 2026 |
| Crumly & Associates Inc. | History | Added to | 34,195 | 1,293 | 0.27% | 0.21% | 585 | +2,343 | 7.36% | Q1 2026 | Apr 02, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 34,187 | 1,293 | 0.0% | 0.0% | 584 | -146 | -0.43% | Q1 2026 | May 08, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 34,119 | 1,291 | 0.4% | 0.23% | 586 | +144 | 0.42% | Q1 2026 | May 12, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 34,076 | 1,283 | 0.05% | 0.06% | 587 | +22,051 | 183.38% | Q1 2026 | May 14, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 33,909 | 1,279 | 0.41% | 0.2% | 588 | +15,680 | 86.02% | Q1 2026 | May 12, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 33,782 | 1,278 | 0.29% | 0.25% | 589 | -97 | -0.29% | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 33,656 | 1,273 | 0.02% | 0.01% | 590 | +12,646 | 60.19% | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 33,516 | 1,268 | 0.16% | 0.14% | 591 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 33,375 | 1,262 | 0.21% | 0.2% | 592 | -3,625 | -9.8% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 33,070 | 1,251 | 0.02% | 0.02% | 593 | +755 | 2.34% | Q1 2026 | May 04, 2026 |
| Aull & Monroe Investment Management Corp | History | No change | 33,031 | 1,249 | 0.58% | 0.53% | 594 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WESBANCO BANK INC | History | Reduced | 32,949 | 1,246 | 0.03% | 0.03% | 595 | -513 | -1.53% | Q1 2026 | Apr 21, 2026 |
| Claro Advisors Inc. | History | Added to | 32,754 | 1,239 | 0.15% | 0.14% | 596 | +190 | 0.58% | Q1 2026 | Apr 21, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 32,552 | 1,231 | 0.04% | 0.04% | 597 | +2,056 | 6.74% | Q1 2026 | Apr 20, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 32,537 | 1,231 | 0.44% | 0.38% | 598 | +215 | 0.67% | Q1 2026 | May 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 32,273 | 1,221 | 0.03% | 0.02% | 599 | -75 | -0.23% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 32,199 | 1,218 | 0.02% | 0.02% | 600 | -500 | -1.53% | Q1 2026 | May 12, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 31,927 | 1,208 | 0.14% | 0.11% | 601 | -105 | -0.33% | Q1 2026 | Apr 30, 2026 |
| Stablepoint Partners, LLC | History | No change | 31,898 | 1,207 | 0.18% | 0.16% | 602 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 31,864 | 1,205 | 0.2% | 0.17% | 603 | +13 | 0.04% | Q1 2026 | May 05, 2026 |
| Frisch Financial Group, Inc. | History | No change | 31,842 | 1,204 | 0.25% | 0.23% | 604 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 31,762 | 1,201 | 0.01% | 0.01% | 605 | -340 | -1.06% | Q1 2026 | May 15, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 31,722 | 1,200 | 0.13% | 0.12% | 606 | -1,161 | -3.53% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 31,633 | 1,196 | 0.06% | 0.05% | 607 | -45 | -0.14% | Q1 2026 | Apr 24, 2026 |
| Founders Capital Management | History | Reduced | 31,603 | 1,195 | 0.58% | 0.53% | 608 | -249 | -0.78% | Q1 2026 | Apr 21, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 31,569 | 1,194 | 0.07% | 0.06% | 609 | -798 | -2.47% | Q1 2026 | May 13, 2026 |
| Blue Owl Capital Holdings LP | History | No change | 31,290 | 1,184 | 0.32% | 0.31% | 610 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Requisite Capital Management, LLC | History | No change | 31,244 | 1,182 | 0.22% | 0.19% | 611 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Chicago Capital, LLC | History | Reduced | 31,178 | 1,179 | 0.03% | 0.03% | 612 | -3,350 | -9.7% | Q1 2026 | Apr 23, 2026 |
| Hartford Financial Management Inc. | History | No change | 31,045 | 1,174 | 0.3% | 0.26% | 613 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 30,991 | 1,172 | 0.01% | 0.01% | 614 | +1,005 | 3.35% | Q1 2026 | May 12, 2026 |
| Hilltop National Bank | History | Added to | 30,797 | 1,165 | 0.28% | 0.23% | 615 | +1,150 | 3.88% | Q1 2026 | Apr 02, 2026 |
| MCF Advisors LLC | History | Added to | 30,750 | 1,163 | 0.05% | 0.02% | 616 | +21,081 | 218.03% | Q1 2026 | May 11, 2026 |
| NATIXIS | History | No change | 30,572 | 1,156 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Reduced | 30,517 | 1,154 | 0.31% | 0.35% | 618 | -11,800 | -27.88% | Q1 2026 | Apr 09, 2026 |
| CENTRAL TRUST Co | History | Added to | 30,418 | 1,151 | 0.02% | 0.02% | 619 | +3,660 | 13.68% | Q1 2026 | Apr 17, 2026 |
| Leo Wealth, LLC | History | Added to | 30,404 | 1,150 | 0.08% | 0.07% | 620 | +444 | 1.48% | Q1 2026 | May 05, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 30,372 | 1,149 | 0.0% | 0.0% | 621 | -3,820 | -11.17% | Q1 2026 | May 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 30,363 | 1,148 | 0.02% | 0.01% | 622 | -364 | -1.18% | Q1 2026 | May 01, 2026 |
| HFG Advisors, Inc. | History | Reduced | 30,335 | 1,147 | 0.81% | 0.77% | 623 | -3,000 | -9.0% | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 30,302 | 1,146 | 0.06% | 0.05% | 624 | -14 | -0.05% | Q1 2026 | Apr 23, 2026 |
| King Wealth Management Group | History | Added to | 30,152 | 1,141 | 0.14% | 0.12% | 626 | +328 | 1.1% | Q1 2026 | May 04, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 30,160 | 1,141 | 0.27% | 0.22% | 625 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stokes Family Office, LLC | History | Added to | 30,085 | 1,138 | 0.12% | 0.09% | 627 | +205 | 0.69% | Q1 2026 | May 11, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 29,957 | 1,133 | 0.06% | 0.05% | 628 | -1,026 | -3.31% | Q1 2026 | May 06, 2026 |
| Advisor OS, LLC | History | Added to | 29,873 | 1,130 | 0.08% | 0.08% | 629 | +33 | 0.11% | Q1 2026 | May 07, 2026 |
| Leisure Capital Management | History | Reduced | 29,859 | 1,129 | 0.4% | 0.36% | 630 | -3,784 | -11.25% | Q1 2026 | May 08, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 29,787 | 1,127 | 0.06% | 0.22% | 632 | -97,169 | -76.54% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | Reduced | 29,802 | 1,127 | 0.03% | 0.03% | 631 | -153 | -0.51% | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 35,050 | 1,123 | 0.07% | 0.07% | 633 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 29,463 | 1,114 | 0.24% | 0.36% | 634 | -23,691 | -44.57% | Q1 2026 | May 08, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 29,407 | 1,112 | 0.03% | 0.03% | 636 | -7,840 | -21.05% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 29,391 | 1,112 | 0.01% | 0.01% | 635 | -4,913 | -14.32% | Q1 2026 | Apr 07, 2026 |
| WELCH & FORBES LLC | History | New | 29,295 | 1,108 | 0.01% | — | 637 | +29,295 | New | Q1 2026 | May 01, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 29,228 | 1,106 | 0.08% | 0.07% | 638 | +10 | 0.03% | Q1 2026 | Apr 29, 2026 |
| MATHER GROUP, LLC. | History | Added to | 29,111 | 1,101 | 0.01% | 0.01% | 639 | +1,200 | 4.3% | Q1 2026 | Apr 13, 2026 |
| Pointe Capital Management LLC | History | No change | 29,061 | 1,099 | 0.54% | 0.46% | 640 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | No change | 28,947 | 1,095 | 0.25% | 0.21% | 641 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 28,911 | 1,093 | 0.12% | 0.1% | 642 | -1,340 | -4.43% | Q1 2026 | Apr 15, 2026 |
| Bogart Wealth, LLC | History | Added to | 28,772 | 1,088 | 0.04% | 0.04% | 643 | +26 | 0.09% | Q1 2026 | Apr 28, 2026 |
| Larson Financial Group LLC | History | Reduced | 28,608 | 1,082 | 0.03% | 0.04% | 644 | -5,016 | -14.92% | Q1 2026 | May 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 28,484 | 1,077 | 0.08% | 0.03% | 645 | +14,700 | 106.65% | Q1 2026 | Apr 20, 2026 |
| South Street Advisors LLC | History | Added to | 28,390 | 1,074 | 0.16% | 0.11% | 646 | +3,980 | 16.3% | Q1 2026 | May 13, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 28,402 | 1,074 | 0.66% | 0.57% | 647 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bramshill Investments, LLC | History | Reduced | 28,324 | 1,071 | 0.09% | 0.09% | 648 | -19,490 | -40.76% | Q1 2026 | May 15, 2026 |
| Northern Financial Advisors Inc | History | Added to | 28,329 | 1,071 | 0.78% | 0.7% | 649 | +9,118 | 47.46% | Q1 2026 | Apr 28, 2026 |
| Virtue Capital Management, LLC | History | No change | 27,265 | 1,065 | 0.16% | 0.13% | 650 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 27,978 | 1,058 | 0.55% | 0.48% | 651 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SEARLE & CO. | History | No change | 27,903 | 1,055 | 0.27% | 0.23% | 652 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Carnegie Investment Counsel | History | Reduced | 27,751 | 1,050 | 0.02% | 0.03% | 653 | -15,630 | -36.03% | Q1 2026 | May 01, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 27,730 | 1,049 | 0.01% | 0.05% | 655 | -123,865 | -81.71% | Q1 2026 | May 14, 2026 |
| Smart Money Group LLC | History | Reduced | 27,740 | 1,049 | 0.31% | 0.27% | 654 | -1,012 | -3.52% | Q1 2026 | May 05, 2026 |
| Curated Wealth Partners LLC | History | No change | 27,670 | 1,047 | 0.13% | 0.1% | 656 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 27,537 | 1,042 | 0.03% | 0.04% | 657 | -329 | -1.18% | Q1 2026 | May 14, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 27,518 | 1,041 | 0.05% | 0.05% | 658 | -4,000 | -12.69% | Q1 2026 | Apr 29, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 27,498 | 1,040 | 0.02% | 0.02% | 659 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Olistico Wealth, LLC | History | Reduced | 27,442 | 1,038 | 0.51% | 0.52% | 660 | -6,110 | -18.21% | Q1 2026 | Apr 08, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 27,108 | 1,037 | 0.06% | 0.05% | 661 | +3,405 | 14.37% | Q1 2026 | May 14, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 27,363 | 1,035 | 0.07% | 0.58% | 662 | -3,173 | -10.39% | Q1 2026 | Apr 16, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | Reduced | 27,260 | 1,031 | 0.26% | 0.23% | 663 | -700 | -2.5% | Q1 2026 | Apr 15, 2026 |
| Brookstone Capital Management | History | Added to | 27,109 | 1,025 | 0.01% | 0.01% | 664 | +1,408 | 5.48% | Q1 2026 | Apr 16, 2026 |
| Advisor Resource Council | History | Added to | 27,045 | 1,023 | 0.33% | 0.32% | 665 | +43 | 0.16% | Q1 2026 | May 07, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 26,844 | 1,015 | 0.05% | 0.04% | 667 | +635 | 2.42% | Q1 2026 | May 15, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 26,849 | 1,015 | 0.04% | 0.03% | 666 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JBR Co Financial Management Inc | History | No change | 31,611 | 1,013 | 0.42% | 0.42% | 668 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Spire Wealth Management | History | Added to | 26,711 | 1,010 | 0.03% | 0.03% | 669 | +1,058 | 4.12% | Q1 2026 | Apr 22, 2026 |
| 10Elms LLP | History | Added to | 26,679 | 1,009 | 0.64% | 0.58% | 671 | +6,861 | 34.62% | Q1 2026 | May 15, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 26,682 | 1,009 | 0.26% | 0.22% | 670 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 26,588 | 1,006 | 0.02% | 0.01% | 672 | +839 | 3.26% | Q1 2026 | May 15, 2026 |
| BIP Wealth, LLC | History | Added to | 26,578 | 1,005 | 0.04% | 0.03% | 673 | +2,696 | 11.29% | Q1 2026 | Apr 27, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Reduced | 26,550 | 1,004 | 0.01% | 0.01% | 674 | -650 | -2.39% | Q1 2026 | Apr 16, 2026 |
| Hardy Reed LLC | History | Added to | 26,456 | 1,001 | 0.07% | 0.06% | 675 | +2,300 | 9.52% | Q1 2026 | Apr 28, 2026 |
| Sage Investment Counsel LLC | History | Added to | 26,318 | 995 | 1.1% | 0.91% | 676 | +386 | 1.49% | Q1 2026 | Apr 24, 2026 |
| Apollon Financial, LLC | History | Added to | 26,261 | 993 | 0.14% | 0.11% | 677 | +2,000 | 8.24% | Q1 2026 | Apr 22, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 25,904 | 989 | 0.02% | 0.02% | 678 | -525 | -1.99% | Q1 2026 | May 15, 2026 |
| Sargent Investment Group, LLC | History | Added to | 26,105 | 987 | 0.13% | 0.1% | 679 | +487 | 1.9% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Added to | 26,074 | 986 | 0.01% | 0.01% | 680 | +1,237 | 4.98% | Q1 2026 | May 05, 2026 |
| Manske Wealth Management | History | Reduced | 25,996 | 983 | 0.28% | 0.25% | 681 | -324 | -1.23% | Q1 2026 | Apr 30, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 25,776 | 975 | 0.02% | 0.01% | 682 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 25,642 | 970 | 0.11% | — | 684 | +25,642 | New | Q1 2026 | May 15, 2026 |
| Lakewood Asset Management LLC | History | No change | 25,640 | 970 | 0.62% | 0.48% | 683 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 25,599 | 968 | 0.2% | 0.17% | 685 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 25,536 | 966 | 0.1% | 0.11% | 686 | -5,210 | -16.95% | Q1 2026 | Apr 30, 2026 |
| Tactive Advisors, LLC | History | Added to | 25,403 | 961 | 0.27% | 0.22% | 687 | +2,357 | 10.23% | Q1 2026 | Apr 16, 2026 |
| Ellenbecker Investment Group | History | Added to | 25,370 | 960 | 0.13% | 0.11% | 688 | +51 | 0.2% | Q1 2026 | Apr 23, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 25,319 | 958 | 0.33% | 0.26% | 689 | +1,807 | 7.69% | Q1 2026 | Apr 29, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 25,208 | 953 | 0.01% | 0.01% | 690 | -2,368 | -8.59% | Q1 2026 | May 05, 2026 |
| Sunbeam Capital Management, LLC | History | Reduced | 25,135 | 951 | 0.54% | 0.48% | 691 | -35 | -0.14% | Q1 2026 | Apr 16, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 25,008 | 946 | 0.17% | 0.15% | 693 | +369 | 1.5% | Q1 2026 | Apr 22, 2026 |
| RBF Capital, LLC | History | No change | 25,000 | 946 | 0.05% | 0.04% | 692 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 24,968 | 944 | 0.02% | 0.02% | 694 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 24,874 | 941 | 0.16% | 0.14% | 695 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MUHLENKAMP & CO INC | History | No change | 24,855 | 940 | 0.25% | 0.21% | 696 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HighPoint Advisor Group LLC | History | New | 24,778 | 937 | 0.04% | — | 697 | +24,778 | New | Q1 2026 | May 14, 2026 |
| RiverGlades Family Offices LLC | History | New | 24,760 | 936 | 0.55% | — | 698 | +24,760 | New | Q1 2026 | May 13, 2026 |
| Tranquility Partners, LLC | History | Added to | 24,304 | 919 | 0.35% | 0.28% | 699 | +348 | 1.45% | Q1 2026 | Apr 20, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 24,194 | 915 | 0.14% | 0.12% | 700 | +462 | 1.95% | Q1 2026 | Apr 21, 2026 |
| Rothschild Wealth LLC | History | Added to | 24,078 | 911 | 0.08% | 0.07% | 701 | +2,329 | 10.71% | Q1 2026 | May 06, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 24,000 | 908 | 0.0% | 0.0% | 702 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Register Financial Advisors LLC | History | Added to | 23,986 | 907 | 0.34% | 0.28% | 703 | +1,716 | 7.71% | Q1 2026 | Apr 15, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 23,868 | 903 | 0.07% | 0.06% | 704 | -459 | -1.89% | Q1 2026 | Apr 22, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 23,869 | 903 | 0.23% | 0.19% | 705 | +18 | 0.08% | Q1 2026 | Apr 16, 2026 |
| Park Place Capital Corp | History | Reduced | 23,815 | 901 | 0.18% | 0.22% | 706 | -8,990 | -27.4% | Q1 2026 | Apr 09, 2026 |
| TBH Global Asset Management, LLC | History | No change | 23,688 | 896 | 0.18% | 0.13% | 707 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | Reduced | 23,604 | 893 | 0.45% | 0.5% | 708 | -2,272 | -8.78% | Q1 2026 | May 08, 2026 |
| AlTi Global, Inc. | History | New | 23,465 | 887 | 0.02% | — | 711 | +23,465 | New | Q1 2026 | May 07, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 23,445 | 887 | 0.1% | 0.09% | 709 | -1,169 | -4.75% | Q1 2026 | May 11, 2026 |
| Wedmont Private Capital | History | Added to | 23,339 | 887 | 0.03% | 0.03% | 710 | +56 | 0.24% | Q1 2026 | Apr 09, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | Added to | 23,416 | 886 | 0.54% | 0.51% | 712 | +347 | 1.5% | Q1 2026 | May 11, 2026 |
| Powers Advisory Group, LLC | History | Added to | 23,341 | 883 | 0.31% | 0.28% | 714 | +259 | 1.12% | Q1 2026 | Apr 21, 2026 |
| Goodman Financial Corp | History | No change | 23,341 | 883 | 0.15% | 0.14% | 713 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rede Wealth, LLC | History | Added to | 23,331 | 882 | 0.32% | 0.26% | 715 | +74 | 0.32% | Q1 2026 | Apr 10, 2026 |
| Balentine LLC | History | No change | 23,249 | 879 | 0.04% | 0.03% | 716 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ipswich Investment Management Co., Inc. | History | No change | 23,127 | 875 | 0.21% | 0.17% | 717 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Heirloom Wealth Management | History | Added to | 23,112 | 874 | 0.16% | 0.12% | 718 | +6,793 | 41.63% | Q1 2026 | Apr 14, 2026 |
| McIlrath & Eck, LLC | History | Added to | 23,073 | 873 | 0.06% | 0.06% | 720 | +1,689 | 7.9% | Q1 2026 | May 19, 2026 |
| White Pine Investment CO | History | No change | 23,080 | 873 | 0.2% | 0.17% | 719 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NOVEM GROUP | History | Reduced | 22,995 | 870 | 0.1% | 0.09% | 721 | -612 | -2.59% | Q1 2026 | Apr 10, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 23,249 | 870 | 0.01% | 0.01% | 722 | -69 | -0.3% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 22,947 | 868 | 0.01% | 0.01% | 723 | +1,164 | 5.34% | Q1 2026 | May 08, 2026 |
| Modera Wealth Management, LLC | History | Added to | 22,845 | 864 | 0.01% | 0.01% | 724 | +5,418 | 31.09% | Q1 2026 | May 06, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 22,853 | 864 | 0.22% | 0.22% | 725 | -2,080 | -8.34% | Q1 2026 | Apr 29, 2026 |
| Steele Capital Management, Inc. | History | No change | 22,822 | 863 | 0.04% | 0.03% | 726 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cascade Investment Advisors, Inc. | History | No change | 22,826 | 863 | 0.51% | 0.43% | 727 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 26,905 | 862 | 0.04% | 0.04% | 728 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 22,741 | 860 | 0.47% | 0.41% | 729 | +143 | 0.63% | Q1 2026 | Apr 09, 2026 |
| Merrion Investment Management Co, LLC | History | No change | 22,714 | 859 | 0.46% | 0.39% | 730 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Stokes Capital Advisors, LLC | History | No change | 22,668 | 857 | 0.19% | 0.17% | 731 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 22,647 | 856 | 0.09% | 0.08% | 732 | +16 | 0.07% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 22,606 | 855 | 0.04% | 0.04% | 733 | -1,032 | -4.37% | Q1 2026 | Apr 28, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 22,559 | 853 | 1.02% | 0.63% | 734 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | No change | 22,538 | 852 | 0.72% | 0.6% | 735 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GREENWOOD GEARHART LLC | History | New | 22,514 | 851 | 0.05% | — | 736 | +22,514 | New | Q1 2026 | May 06, 2026 |
| Koenig Investment Advisory, LLC | History | Reduced | 22,484 | 850 | 0.72% | 0.67% | 737 | -447 | -1.95% | Q1 2026 | Apr 16, 2026 |
| Phraction Management LLC | History | Added to | 22,209 | 840 | 0.17% | 0.18% | 738 | +905 | 4.25% | Q1 2026 | Apr 23, 2026 |
| Johnson Financial Group, LLC | History | Added to | 22,191 | 839 | 0.06% | 0.04% | 739 | +1,536 | 7.44% | Q1 2026 | May 14, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 22,097 | 836 | 0.21% | 0.16% | 740 | +3,150 | 16.63% | Q1 2026 | Apr 16, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 22,081 | 835 | 0.18% | 0.16% | 741 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 22,036 | 833 | 0.02% | 0.01% | 742 | -1,120 | -4.84% | Q1 2026 | May 07, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 21,874 | 827 | 0.06% | 0.05% | 743 | -3,580 | -14.06% | Q1 2026 | May 21, 2026 |
| EPIQ PARTNERS, LLC | History | No change | 21,860 | 827 | 0.39% | 0.33% | 744 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 21,752 | 823 | 0.06% | 0.05% | 745 | +220 | 1.02% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | Added to | 21,705 | 821 | 0.05% | 0.04% | 746 | +4,300 | 24.71% | Q1 2026 | Apr 23, 2026 |
| Archer Investment Corp | History | Added to | 21,699 | 821 | 0.17% | 0.16% | 747 | +1 | 0.0% | Q1 2026 | May 04, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 21,675 | 820 | 0.1% | 0.06% | 748 | +4,881 | 29.06% | Q1 2026 | May 06, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 21,626 | 818 | 0.05% | 0.04% | 749 | +183 | 0.85% | Q1 2026 | Apr 14, 2026 |
| MTM Investment Management, LLC | History | No change | 21,459 | 812 | 0.26% | 0.22% | 750 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 21,433 | 811 | 0.14% | 0.13% | 752 | -2,262 | -9.55% | Q1 2026 | May 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 21,444 | 811 | 0.02% | 0.01% | 751 | -268 | -1.23% | Q1 2026 | May 01, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 21,396 | 809 | 0.1% | 0.08% | 753 | +1,390 | 6.95% | Q1 2026 | Apr 08, 2026 |
| RFG Advisory, LLC | History | Added to | 21,368 | 808 | 0.01% | 0.01% | 754 | +1,887 | 9.69% | Q1 2026 | Apr 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 21,342 | 807 | 0.06% | 0.06% | 756 | -1,228 | -5.44% | Q1 2026 | May 13, 2026 |
| Canton Hathaway, LLC | History | Added to | 21,350 | 807 | 0.16% | 0.13% | 755 | +200 | 0.95% | Q1 2026 | Apr 24, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 21,283 | 805 | 0.03% | 0.03% | 757 | -3,473 | -14.03% | Q1 2026 | May 15, 2026 |
| Maia Wealth LLC | History | Reduced | 21,298 | 805 | 0.14% | 0.14% | 758 | -1,642 | -7.16% | Q1 2026 | May 08, 2026 |
| Marietta Wealth Management, LLC | History | New | 21,208 | 802 | 0.1% | — | 760 | +21,208 | New | Q1 2026 | Apr 21, 2026 |
| Westbourne Investment Advisors, Inc. | History | Reduced | 21,200 | 802 | 0.23% | 0.2% | 759 | -1,500 | -6.61% | Q1 2026 | Apr 28, 2026 |
| Henson-Edgewater Management, LLC | History | No change | 21,183 | 801 | 0.51% | 0.4% | 761 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 21,143 | 800 | 0.53% | 0.45% | 763 | -120 | -0.56% | Q1 2026 | Apr 09, 2026 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | History | No change | 21,160 | 800 | 0.53% | 0.45% | 762 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Investors Research Corp | History | Reduced | 21,121 | 799 | 0.15% | 0.14% | 764 | -2,850 | -11.89% | Q1 2026 | Apr 03, 2026 |
| Allen Capital Group, LLC | History | No change | 24,720 | 792 | 0.07% | 0.07% | 765 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Renasant Bank | History | Reduced | 20,889 | 790 | 0.56% | 0.65% | 766 | -8,964 | -30.03% | Q1 2026 | Apr 29, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 20,895 | 790 | 0.24% | 0.2% | 768 | +298 | 1.45% | Q1 2026 | May 20, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 20,904 | 790 | 0.22% | 0.18% | 767 | +14 | 0.07% | Q1 2026 | Apr 23, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 20,864 | 789 | 0.68% | 0.65% | 770 | -2,740 | -11.61% | Q1 2026 | May 07, 2026 |
| Sippican Capital Advisors | History | Added to | 20,860 | 789 | 0.54% | 0.42% | 769 | +375 | 1.83% | Q1 2026 | Apr 23, 2026 |
| Kelsey Financial, LLC | History | Reduced | 20,726 | 784 | 0.69% | 0.58% | 771 | -477 | -2.25% | Q1 2026 | May 06, 2026 |
| Addis & Hill, Inc | History | Reduced | 20,691 | 782 | 0.48% | 0.42% | 772 | -1,118 | -5.13% | Q1 2026 | Apr 16, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 20,089 | 779 | 0.01% | — | 773 | +20,089 | New | Q1 2026 | May 01, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 20,561 | 778 | 0.01% | 0.01% | 774 | +486 | 2.42% | Q1 2026 | May 14, 2026 |
| Firestone Capital Management | History | No change | 20,407 | 772 | 0.16% | 0.14% | 775 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Family Manage LLC | History | Added to | 20,398 | 771 | 0.09% | 0.07% | 776 | +2,756 | 15.62% | Q1 2026 | May 15, 2026 |
| TT Capital Management LLC | History | Reduced | 20,336 | 769 | 0.63% | 0.52% | 777 | -34 | -0.17% | Q1 2026 | May 12, 2026 |
| Jacobi Capital Management LLC | History | Added to | 20,270 | 767 | 0.04% | 0.04% | 778 | +50 | 0.25% | Q1 2026 | May 13, 2026 |
| RDA Financial Network | History | No change | 20,296 | 767 | 0.19% | 0.16% | 779 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| J.P. Marvel Investment Advisors, LLC | History | No change | 20,247 | 766 | 0.11% | 0.09% | 780 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 20,000 | 764 | 0.16% | 0.15% | 781 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| L2 Asset Management, LLC | History | Added to | 20,150 | 762 | 0.07% | 0.04% | 782 | +10,150 | 101.5% | Q1 2026 | May 14, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 20,112 | 761 | 0.12% | 0.11% | 783 | +167 | 0.84% | Q1 2026 | Apr 09, 2026 |
| Walker Asset Management, LLC | History | Added to | 19,974 | 755 | 0.41% | 0.34% | 784 | +296 | 1.5% | Q1 2026 | Apr 24, 2026 |
| Clearwave Capital, LLC | History | Added to | 19,926 | 754 | 0.52% | 0.47% | 785 | +46 | 0.23% | Q1 2026 | Apr 29, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 19,850 | 751 | 0.02% | 0.02% | 787 | -2,000 | -9.15% | Q1 2026 | Apr 24, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 19,864 | 751 | 0.09% | 0.07% | 786 | +105 | 0.53% | Q1 2026 | Apr 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 19,781 | 748 | 0.03% | 0.02% | 789 | +877 | 4.64% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 19,784 | 748 | 0.06% | 0.04% | 788 | -500 | -2.46% | Q1 2026 | May 20, 2026 |
| TopTier Wealth Management, LLC | History | No change | 19,670 | 744 | 0.46% | 0.43% | 790 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| United Asset Strategies, Inc. | History | Added to | 19,493 | 737 | 0.06% | 0.05% | 791 | +242 | 1.26% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 19,342 | 731 | 0.02% | 0.02% | 792 | +3,779 | 24.28% | Q1 2026 | May 11, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 19,307 | 730 | 0.34% | 0.29% | 793 | -1,476 | -7.1% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 19,288 | 729 | 0.0% | 0.0% | 794 | -3,310 | -14.65% | Q1 2026 | May 01, 2026 |
| Aspen Grove Capital, LLC | History | No change | 19,077 | 721 | 0.14% | 0.11% | 795 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Castleview Partners, LLC | History | Reduced | 19,000 | 718 | 0.37% | 0.31% | 797 | -357 | -1.84% | Q1 2026 | May 01, 2026 |
| Allen Investment Management, LLC | History | No change | 18,987 | 718 | 0.01% | 0.01% | 796 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 18,863 | 713 | 0.4% | 0.35% | 799 | +119 | 0.63% | Q1 2026 | Apr 20, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 18,862 | 713 | 0.44% | 0.36% | 798 | +75 | 0.4% | Q1 2026 | May 11, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 18,834 | 712 | 0.1% | 0.1% | 800 | +23 | 0.12% | Q1 2026 | Apr 30, 2026 |
| Advisors Capital Management, LLC | History | Added to | 18,764 | 710 | 0.01% | 0.01% | 801 | +3,972 | 26.85% | Q1 2026 | May 01, 2026 |
| Waterloo Capital, L.P. | History | Added to | 18,761 | 709 | 0.05% | 0.03% | 802 | +4,449 | 31.09% | Q1 2026 | May 12, 2026 |
| SITTNER & NELSON, LLC | History | No change | 18,721 | 708 | 0.26% | 0.23% | 803 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Modus Advisors, LLC | History | Reduced | 18,688 | 707 | 0.19% | 0.17% | 805 | -1,895 | -9.21% | Q1 2026 | May 04, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 18,700 | 707 | 0.06% | 0.05% | 804 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BESSEMER GROUP INC | History | Reduced | 18,660 | 706 | 0.0% | 0.0% | 806 | -50,970 | -73.2% | Q1 2026 | May 06, 2026 |
| Oder Investment Management, LLC | History | Added to | 18,634 | 705 | 0.54% | 0.43% | 807 | +176 | 0.95% | Q1 2026 | May 05, 2026 |
| NWAM LLC | History | Reduced | 18,603 | 703 | 0.04% | 0.04% | 808 | -4,916 | -20.9% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 18,515 | 700 | 0.06% | 0.05% | 809 | -500 | -2.63% | Q1 2026 | Apr 30, 2026 |
| FIRST HORIZON CORP | History | Reduced | 18,341 | 694 | 0.03% | 0.03% | 810 | -560 | -2.96% | Q1 2026 | Apr 30, 2026 |
| BSW Wealth Partners | History | Reduced | 18,327 | 693 | 0.08% | 0.08% | 812 | -2,055 | -10.08% | Q1 2026 | Apr 14, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 18,335 | 693 | 0.04% | 0.03% | 811 | -500 | -2.65% | Q1 2026 | May 12, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | New | 18,303 | 692 | 0.07% | — | 813 | +18,303 | New | Q1 2026 | May 13, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 18,238 | 690 | 0.31% | 0.25% | 814 | +19 | 0.1% | Q1 2026 | Apr 28, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 18,179 | 687 | 0.03% | 0.03% | 815 | -3,909 | -17.7% | Q1 2026 | Apr 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 18,160 | 686 | 0.01% | 0.01% | 816 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Old North State Wealth Management, LLC | History | Reduced | 18,045 | 682 | 0.32% | 0.29% | 818 | -1,385 | -7.13% | Q1 2026 | Apr 17, 2026 |
| Somerset Trust Co | History | No change | 18,035 | 682 | 0.21% | 0.18% | 817 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 17,999 | 681 | 0.04% | 0.03% | 819 | -1,445 | -7.43% | Q1 2026 | Apr 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 17,877 | 676 | 0.0% | 0.0% | 820 | +3,900 | 27.9% | Q1 2026 | May 15, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 17,179 | 674 | 0.07% | 0.06% | 821 | -3,986 | -18.83% | Q1 2026 | May 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 17,794 | 673 | 0.01% | 0.01% | 823 | +2,942 | 19.81% | Q1 2026 | May 04, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 17,786 | 673 | 0.19% | 0.13% | 822 | +2,550 | 16.74% | Q1 2026 | May 11, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 17,760 | 672 | 0.11% | 0.09% | 824 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 17,750 | 671 | 0.07% | 0.06% | 825 | -250 | -1.39% | Q1 2026 | May 01, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 17,596 | 665 | 0.01% | 0.01% | 826 | +400 | 2.33% | Q1 2026 | May 12, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 16,859 | 658 | 0.1% | 0.15% | 827 | +126 | 0.75% | Q1 2026 | May 14, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 17,366 | 657 | 0.1% | 0.09% | 829 | -483 | -2.71% | Q1 2026 | Apr 23, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 17,373 | 657 | 0.02% | 0.01% | 830 | +230 | 1.34% | Q1 2026 | Apr 10, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 17,386 | 657 | 0.23% | 0.22% | 828 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CFO4Life Group, LLC | History | Reduced | 17,338 | 656 | 0.1% | 0.13% | 831 | -10,196 | -37.03% | Q1 2026 | May 11, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 17,297 | 654 | 0.1% | 0.1% | 833 | -19,997 | -53.62% | Q1 2026 | Apr 24, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 17,290 | 654 | 0.04% | 0.03% | 832 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 16,717 | 653 | 0.02% | 0.02% | 835 | +2,495 | 17.54% | Q1 2026 | May 15, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 17,270 | 653 | 0.11% | 0.1% | 834 | +3 | 0.02% | Q1 2026 | May 05, 2026 |
| PSI Advisors, LLC | History | No change | 17,204 | 650 | 0.16% | 0.14% | 836 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BURNEY CO/ | History | Added to | 17,135 | 648 | 0.02% | 0.02% | 837 | +666 | 4.04% | Q1 2026 | Apr 29, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 17,130 | 648 | 0.28% | 0.23% | 838 | -341 | -1.95% | Q1 2026 | Apr 24, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 17,117 | 647 | 0.07% | 0.09% | 839 | -9,857 | -36.54% | Q1 2026 | May 04, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 17,124 | 647 | 0.09% | 0.07% | 840 | +124 | 0.73% | Q1 2026 | May 01, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 17,370 | 645 | 0.01% | 0.01% | 841 | -18 | -0.1% | Q1 2026 | May 11, 2026 |
| Salvus Wealth Management, LLC | History | Added to | 17,066 | 645 | 0.38% | 0.31% | 842 | +3 | 0.02% | Q1 2026 | Apr 10, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 17,022 | 644 | 0.03% | 0.02% | 843 | +2,781 | 19.53% | Q1 2026 | May 12, 2026 |
| Empirical Asset Management, LLC | History | Added to | 16,994 | 643 | 0.17% | 0.15% | 844 | +74 | 0.44% | Q1 2026 | May 11, 2026 |
| Liberty Capital Management, Inc. | History | No change | 20,054 | 642 | 0.12% | 0.12% | 845 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rare Wolf Capital LLC | History | Added to | 16,949 | 641 | 0.42% | 0.22% | 846 | +5,712 | 50.83% | Q1 2026 | May 14, 2026 |
| WJ Financial Advisors LLC | History | Reduced | 16,917 | 640 | 0.52% | 0.48% | 847 | -10 | -0.06% | Q1 2026 | May 04, 2026 |
| Weinberger Asset Management, Inc | History | No change | 16,900 | 639 | 0.24% | 0.19% | 848 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Artesa Financial Group, LLC | History | Reduced | 16,651 | 630 | 0.6% | 0.63% | 849 | -2,426 | -12.72% | Q1 2026 | Apr 21, 2026 |
| Narwhal Capital Management | History | No change | 16,600 | 628 | 0.05% | 0.04% | 850 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 16,545 | 626 | 0.13% | 0.12% | 851 | +227 | 1.39% | Q1 2026 | May 12, 2026 |
| Midwest Trust Co | History | Added to | 16,508 | 624 | 0.01% | 0.01% | 854 | +3,650 | 28.39% | Q1 2026 | May 01, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 16,498 | 624 | 0.02% | 0.02% | 852 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Gruss & Co., LLC | History | No change | 16,500 | 624 | 1.46% | 1.16% | 853 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 16,483 | 623 | 0.01% | — | 855 | +16,483 | New | Q1 2026 | May 11, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 16,425 | 621 | 0.11% | 0.09% | 856 | +58 | 0.35% | Q1 2026 | Apr 17, 2026 |
| Vertrix Wealth Management, LLC | History | New | 16,300 | 616 | 0.23% | — | 857 | +16,300 | New | Q1 2026 | Apr 24, 2026 |
| NEW VERNON INVESTMENT MANAGEMENT LLC | History | No change | 16,271 | 615 | 0.65% | 0.51% | 858 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 16,171 | 612 | 0.03% | 0.03% | 859 | -750 | -4.43% | Q1 2026 | Apr 27, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 16,148 | 611 | 0.12% | 0.1% | 860 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Davis Investment Partners, LLC | History | Added to | 16,077 | 608 | 0.21% | 0.18% | 861 | +73 | 0.46% | Q1 2026 | Apr 20, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 15,973 | 604 | 0.02% | 0.02% | 862 | -726 | -4.35% | Q1 2026 | May 06, 2026 |
| Creekside Partners | History | No change | 15,980 | 604 | 0.25% | 0.22% | 863 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 15,945 | 603 | 0.28% | 0.18% | 864 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 15,916 | 602 | 0.08% | 0.06% | 865 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Valued Retirements, Inc. | History | No change | 15,890 | 601 | 0.59% | 0.5% | 866 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 15,859 | 600 | 0.02% | 0.02% | 867 | +13 | 0.08% | Q1 2026 | May 12, 2026 |
| First City Capital Management, Inc. | History | Reduced | 15,841 | 599 | 0.32% | 0.28% | 868 | -700 | -4.23% | Q1 2026 | Apr 17, 2026 |
| Next Level Private LLC | History | Added to | 15,826 | 598 | 0.14% | 0.13% | 869 | +219 | 1.4% | Q1 2026 | Apr 23, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Reduced | 15,762 | 596 | 0.05% | 0.04% | 870 | -410 | -2.54% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 15,938 | 596 | 0.03% | 0.02% | 871 | -14 | -0.09% | Q1 2026 | Apr 27, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 15,750 | 595 | 0.26% | 0.25% | 872 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| American Money Management, LLC | History | Reduced | 15,722 | 594 | 0.09% | 0.1% | 873 | -4,326 | -21.58% | Q1 2026 | May 11, 2026 |
| Principle Wealth Partners LLC | History | Added to | 15,674 | 593 | 0.03% | 0.02% | 874 | +4,313 | 37.96% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Added to | 15,572 | 589 | 0.01% | 0.01% | 875 | +713 | 4.8% | Q1 2026 | Apr 08, 2026 |
| Summa Corp. | History | No change | 15,500 | 586 | 0.24% | 0.21% | 876 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 15,458 | 584 | 0.0% | 0.0% | 877 | +12,922 | 509.54% | Q1 2026 | May 13, 2026 |
| PMG Family Office LLC | History | No change | 15,458 | 584 | 0.65% | 0.57% | 878 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Palumbo Wealth Management LLC | History | No change | 15,306 | 579 | 0.14% | 0.12% | 879 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Schear Investment Advisers, LLC | History | No change | 15,311 | 579 | 0.26% | 0.21% | 880 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Port Capital LLC | History | No change | 15,250 | 577 | 0.03% | 0.02% | 881 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capstone Wealth Management, Inc. | History | No change | 15,300 | 576 | 0.49% | 0.43% | 882 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fairman Group, LLC | History | No change | 15,155 | 573 | 0.49% | 0.39% | 883 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 15,096 | 571 | 0.14% | 0.13% | 884 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Peak Planning Group, LLC | History | Added to | 15,058 | 569 | 0.16% | 0.14% | 885 | +22 | 0.15% | Q1 2026 | Apr 22, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 14,521 | 567 | 0.03% | 0.02% | 887 | +814 | 5.94% | Q1 2026 | May 14, 2026 |
| Paragon Capital Management Ltd | History | No change | 15,000 | 567 | 0.12% | 0.1% | 886 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 14,884 | 563 | 0.04% | 0.04% | 889 | -1,715 | -10.33% | Q1 2026 | Apr 23, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 14,887 | 563 | 0.02% | 0.01% | 888 | -1,007 | -6.34% | Q1 2026 | Apr 21, 2026 |
| SAGE ADVISORS, LLC | History | No change | 17,583 | 563 | 0.37% | 0.37% | 890 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 14,769 | 558 | 0.02% | 0.01% | 891 | +1,096 | 8.02% | Q1 2026 | May 14, 2026 |
| INGALLS & SNYDER LLC | History | No change | 14,728 | 557 | 0.02% | 0.02% | 892 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 14,716 | 556 | 0.01% | 0.01% | 894 | +2,295 | 18.48% | Q1 2026 | May 08, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 14,707 | 556 | 0.23% | 0.19% | 893 | +83 | 0.57% | Q1 2026 | Apr 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 14,698 | 556 | 0.05% | 0.05% | 895 | +32 | 0.22% | Q1 2026 | Apr 30, 2026 |
| Cypress Capital Group | History | New | 14,682 | 555 | 0.06% | — | 897 | +14,682 | New | Q1 2026 | May 15, 2026 |
| Adalta Capital Management LLC | History | No change | 14,675 | 555 | 0.27% | 0.21% | 896 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HOWE & RUSLING INC | History | Added to | 14,658 | 554 | 0.04% | 0.03% | 898 | +11 | 0.08% | Q1 2026 | Apr 28, 2026 |
| Alteri Wealth LLC | History | Added to | 14,619 | 553 | 0.18% | 0.15% | 900 | +49 | 0.34% | Q1 2026 | May 06, 2026 |
| Westover Capital Advisors, LLC | History | No change | 14,622 | 553 | 0.1% | 0.09% | 899 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 14,592 | 552 | 0.07% | 0.06% | 902 | -948 | -6.1% | Q1 2026 | May 04, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 14,613 | 552 | 0.27% | 0.24% | 901 | +11 | 0.08% | Q1 2026 | May 15, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Reduced | 14,505 | 548 | 0.14% | 0.13% | 904 | -84 | -0.58% | Q1 2026 | Apr 10, 2026 |
| CRA Financial Services, LLC | History | Reduced | 14,489 | 548 | 0.07% | 0.06% | 903 | -53 | -0.36% | Q1 2026 | Apr 09, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 14,471 | 547 | 0.03% | 0.03% | 905 | +114 | 0.79% | Q1 2026 | May 01, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 14,445 | 546 | 0.0% | 0.0% | 908 | -4,850 | -25.14% | Q1 2026 | May 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 14,430 | 546 | 0.11% | 0.09% | 907 | +820 | 6.02% | Q1 2026 | May 15, 2026 |
| Summit Asset Management, LLC | History | No change | 14,441 | 546 | 0.08% | 0.07% | 906 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FineMark National Bank & Trust | History | No change | 16,994 | 544 | 0.02% | 0.02% | 909 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 14,371 | 543 | 0.0% | 0.0% | 910 | +2,215 | 18.22% | Q1 2026 | May 15, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 14,342 | 542 | 0.12% | 0.15% | 911 | -5,276 | -26.89% | Q1 2026 | Apr 21, 2026 |
| Next Capital Management LLC | History | Added to | 14,348 | 542 | 0.16% | 0.14% | 912 | +355 | 2.54% | Q1 2026 | May 07, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 14,281 | 540 | 0.0% | 0.0% | 913 | -9,492 | -39.93% | Q1 2026 | May 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 14,271 | 539 | 0.06% | 0.07% | 914 | +131 | 0.93% | Q1 2026 | Apr 10, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 14,244 | 538 | 0.16% | 0.13% | 915 | +17 | 0.12% | Q1 2026 | Apr 17, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 14,202 | 537 | 0.04% | 0.08% | 917 | -20,185 | -58.7% | Q1 2026 | May 12, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 14,210 | 537 | 0.46% | 0.33% | 916 | +1,600 | 12.69% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 14,129 | 534 | 0.0% | 0.0% | 918 | +1,797 | 14.57% | Q1 2026 | May 15, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 14,097 | 533 | 0.05% | 0.04% | 919 | +133 | 0.95% | Q1 2026 | May 11, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 14,087 | 533 | 0.03% | 0.03% | 920 | +120 | 0.86% | Q1 2026 | Apr 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 14,063 | 532 | 0.02% | 0.01% | 922 | +2,251 | 19.06% | Q1 2026 | May 15, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Added to | 14,075 | 532 | 0.1% | 0.08% | 921 | +819 | 6.18% | Q1 2026 | May 01, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 14,042 | 531 | 0.01% | 0.01% | 923 | -1,340 | -8.71% | Q1 2026 | Apr 15, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 14,011 | 530 | 0.34% | 0.3% | 924 | -141 | -1.0% | Q1 2026 | Apr 10, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 14,000 | 529 | 0.01% | 0.01% | 925 | -77 | -0.55% | Q1 2026 | Apr 09, 2026 |
| Highlander Partners, L.P. | History | No change | 14,000 | 529 | 0.21% | 0.16% | 926 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 13,957 | 528 | 0.11% | 0.1% | 927 | +1 | 0.01% | Q1 2026 | May 01, 2026 |
| Colonial River Investments, LLC | History | Reduced | 13,914 | 526 | 0.19% | 0.16% | 928 | -200 | -1.42% | Q1 2026 | Apr 27, 2026 |
| MidFirst Bank | History | Reduced | 13,850 | 524 | 0.04% | 0.04% | 930 | -150 | -1.07% | Q1 2026 | May 15, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 13,864 | 524 | 0.42% | 0.37% | 929 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 13,824 | 523 | 0.09% | 0.11% | 931 | -5,271 | -27.6% | Q1 2026 | May 04, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 13,771 | 521 | 0.03% | 0.09% | 932 | -35,145 | -71.85% | Q1 2026 | May 14, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 13,729 | 519 | 0.11% | 0.09% | 933 | -319 | -2.27% | Q1 2026 | Apr 20, 2026 |
| Clare Market Investments LLC | History | New | 13,680 | 517 | 0.11% | — | 935 | +13,680 | New | Q1 2026 | Apr 29, 2026 |
| Cypress Capital Management LLC (WY) | History | Added to | 13,686 | 517 | 0.48% | 0.37% | 934 | +1,086 | 8.62% | Q1 2026 | May 08, 2026 |
| Cannon Advisors, Inc. | History | No change | 13,655 | 516 | 0.38% | 0.31% | 936 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SFMG, LLC | History | Reduced | 13,613 | 515 | 0.03% | 0.04% | 937 | -5,983 | -30.53% | Q1 2026 | May 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 13,557 | 513 | 0.03% | 0.02% | 938 | +1,910 | 16.4% | Q1 2026 | May 12, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 13,547 | 512 | 0.35% | 0.28% | 940 | +236 | 1.77% | Q1 2026 | May 13, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 13,546 | 512 | 0.13% | 0.11% | 939 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wealth Dimensions Group, Ltd. | History | New | 13,520 | 511 | 0.1% | — | 942 | +13,520 | New | Q1 2026 | May 11, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Reduced | 13,552 | 511 | 0.3% | 0.31% | 941 | -140 | -1.02% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 13,447 | 508 | 0.04% | 0.03% | 943 | -101 | -0.75% | Q1 2026 | May 12, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 13,409 | 507 | 0.16% | 0.14% | 945 | -290 | -2.12% | Q1 2026 | Apr 14, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Reduced | 13,407 | 507 | 0.09% | 0.09% | 944 | -74 | -0.55% | Q1 2026 | Apr 28, 2026 |
| Coquina Private Wealth LLC | History | Added to | 13,399 | 507 | 0.41% | 0.34% | 946 | +63 | 0.47% | Q1 2026 | May 05, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 13,387 | 506 | 0.11% | 0.09% | 948 | +144 | 1.09% | Q1 2026 | May 13, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 15,791 | 506 | 0.03% | 0.03% | 947 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 13,314 | 503 | 0.02% | 0.01% | 949 | +1,316 | 10.97% | Q1 2026 | May 13, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 13,310 | 503 | 0.33% | 0.29% | 951 | -725 | -5.17% | Q1 2026 | Apr 24, 2026 |
| AA Financial Advisors, LLC | History | Added to | 13,307 | 503 | 0.07% | 0.08% | 952 | +534 | 4.18% | Q1 2026 | Apr 20, 2026 |
| Hyperion Capital Advisors LP | History | No change | 13,300 | 503 | 0.24% | 0.21% | 950 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 13,225 | 500 | 0.01% | 0.01% | 953 | +2,280 | 20.83% | Q1 2026 | Apr 09, 2026 |
| NBT BANK N A /NY | History | Reduced | 13,100 | 495 | 0.03% | 0.03% | 954 | -400 | -2.96% | Q1 2026 | Apr 28, 2026 |
| BAYBAN | History | No change | 13,100 | 495 | 0.43% | 0.37% | 955 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Advisory Advocates, LLC | History | Reduced | 13,061 | 494 | 0.5% | 0.56% | 957 | -4,668 | -26.33% | Q1 2026 | May 05, 2026 |
| WHITTIER TRUST CO | History | Added to | 13,060 | 494 | 0.01% | 0.0% | 956 | +412 | 3.26% | Q1 2026 | Apr 28, 2026 |
| Kathmere Capital Management, LLC | History | New | 13,027 | 492 | 0.03% | — | 959 | +13,027 | New | Q1 2026 | Apr 28, 2026 |
| Fermata Advisors, LLC | History | Added to | 13,017 | 492 | 0.11% | 0.09% | 958 | +737 | 6.0% | Q1 2026 | Apr 08, 2026 |
| CMC Financial Group | History | New | 13,000 | 491 | 0.96% | — | 960 | +13,000 | New | Q1 2026 | May 08, 2026 |
| Auxano Advisors, LLC | History | Added to | 12,956 | 490 | 0.1% | 0.08% | 962 | +1,000 | 8.36% | Q1 2026 | May 01, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 12,951 | 490 | 0.06% | 0.05% | 961 | +10 | 0.08% | Q1 2026 | Apr 17, 2026 |
| Krilogy Financial LLC | History | Reduced | 13,065 | 487 | 0.02% | 0.02% | 963 | -3,840 | -22.72% | Q1 2026 | Apr 17, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 12,809 | 484 | 0.03% | 0.02% | 964 | +3,443 | 36.76% | Q1 2026 | Apr 30, 2026 |
| Pflug Koory, LLC | History | No change | 12,796 | 484 | 0.22% | 0.19% | 965 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 12,694 | 480 | 0.03% | 0.02% | 968 | +5,351 | 72.87% | Q1 2026 | May 12, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 13,100 | 480 | 0.22% | 0.22% | 967 | -1,820 | -12.2% | Q1 2026 | Apr 23, 2026 |
| Royal Harbor Partners, LLC | History | No change | 12,686 | 480 | 0.16% | 0.13% | 966 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 12,670 | 479 | 0.03% | 0.03% | 969 | +754 | 6.33% | Q1 2026 | Apr 10, 2026 |
| Fiduciary Alliance LLC | History | Added to | 12,909 | 478 | 0.03% | 0.03% | 970 | +147 | 1.15% | Q1 2026 | Apr 20, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 12,630 | 477 | 0.1% | 0.09% | 971 | +700 | 5.87% | Q1 2026 | Apr 15, 2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | History | No change | 12,512 | 473 | 0.16% | 0.13% | 972 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Norman Fields, Gottscho Capital Management, LLC | History | Added to | 12,490 | 472 | 0.16% | 0.11% | 973 | +1,800 | 16.84% | Q1 2026 | Apr 02, 2026 |
| Atlas Brown,Inc. | History | No change | 12,492 | 472 | 0.14% | 0.12% | 974 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 12,428 | 470 | 0.05% | 0.04% | 975 | +35 | 0.28% | Q1 2026 | Apr 16, 2026 |
| Estabrook Capital Management | History | No change | 12,390 | 468 | 0.07% | 0.06% | 976 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Added to | 12,352 | 467 | 0.3% | 0.24% | 977 | +154 | 1.26% | Q1 2026 | May 07, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 14,559 | 466 | 0.03% | 0.03% | 978 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Sather Financial Group Inc | History | Added to | 12,313 | 465 | 0.03% | 0.02% | 979 | +942 | 8.28% | Q1 2026 | Apr 29, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 12,284 | 464 | 0.03% | 0.03% | 980 | +4,764 | 63.35% | Q1 2026 | Apr 22, 2026 |
| Welch Group, LLC | History | No change | 12,242 | 463 | 0.02% | 0.02% | 981 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Csenge Advisory Group | History | Added to | 12,232 | 462 | 0.02% | 0.02% | 982 | +220 | 1.83% | Q1 2026 | Apr 30, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 12,198 | 461 | 0.08% | 0.08% | 983 | -85 | -0.69% | Q1 2026 | Apr 30, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 12,097 | 457 | 0.11% | 0.09% | 984 | -66 | -0.54% | Q1 2026 | Apr 17, 2026 |
| Kiker Wealth Management, LLC | History | New | 12,066 | 456 | 0.22% | — | 985 | +12,066 | New | Q1 2026 | May 06, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 11,995 | 454 | 0.0% | 0.0% | 986 | -1,666 | -12.2% | Q1 2026 | May 13, 2026 |
| Black Swift Group, LLC | History | No change | 12,000 | 454 | 0.08% | 0.06% | 987 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 11,988 | 453 | 0.03% | 0.05% | 988 | -8,314 | -40.95% | Q1 2026 | Apr 08, 2026 |
| Fortis Capital Management LLC | History | Added to | 11,978 | 453 | 0.05% | 0.04% | 989 | +1,640 | 15.86% | Q1 2026 | May 11, 2026 |
| DIAMANT ASSET MANAGEMENT, INC. | History | Added to | 451,431 | 451 | 0.33% | 0.28% | 990 | +439,501 | 3684.0% | Q1 2026 | Apr 22, 2026 |
| Formidable Asset Management, LLC | History | Added to | 14,042 | 450 | 0.07% | 0.06% | 991 | +47 | 0.34% | Q1 2026 | Apr 22, 2026 |
| PATRON PARTNERS, LLC | History | Added to | 11,850 | 448 | 0.2% | 0.17% | 992 | +2 | 0.02% | Q1 2026 | Apr 29, 2026 |
| OneAscent Financial Services LLC | History | Added to | 11,836 | 447 | 0.02% | 0.03% | 995 | +2,621 | 28.44% | Q1 2026 | Apr 21, 2026 |
| Sepio Capital, LP | History | Added to | 11,830 | 447 | 0.02% | 0.02% | 993 | +600 | 5.34% | Q1 2026 | May 13, 2026 |
| Cynosure Group, LLC | History | No change | 11,820 | 447 | 0.06% | 0.04% | 994 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 11,778 | 445 | 0.21% | 0.16% | 996 | +174 | 1.5% | Q1 2026 | May 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 11,771 | 445 | 0.06% | 0.05% | 997 | +50 | 0.43% | Q1 2026 | Apr 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 11,732 | 443 | 0.08% | 0.07% | 998 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fulcrum Capital LLC | History | No change | 11,703 | 442 | 0.1% | 0.08% | 999 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 13,725 | 440 | 0.06% | 0.06% | 1000 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Clarity Financial LLC | History | Added to | 11,528 | 436 | 0.05% | 0.03% | 1003 | +1,056 | 10.08% | Q1 2026 | May 01, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 11,770 | 436 | 0.14% | 0.13% | 1002 | +11 | 0.09% | Q1 2026 | Apr 17, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 13,601 | 436 | 0.01% | 0.01% | 1001 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CNB Bank | History | Added to | 11,500 | 435 | 0.18% | 0.09% | 1004 | +4,500 | 64.29% | Q1 2026 | May 06, 2026 |
| Penbrook Management LLC | History | No change | 11,427 | 432 | 0.33% | 0.25% | 1005 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Arkos Global Advisors | History | Added to | 11,402 | 431 | 0.05% | 0.04% | 1006 | +452 | 4.13% | Q1 2026 | May 13, 2026 |
| ANCHYRA PARTNERS LLC | History | No change | 11,400 | 431 | 0.13% | 0.11% | 1007 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Plancorp, LLC | History | Added to | 11,347 | 423 | 0.01% | 0.01% | 1008 | +36 | 0.32% | Q1 2026 | Apr 14, 2026 |
| Foster Group, Inc. | History | Added to | 11,188 | 423 | 0.01% | 0.01% | 1009 | +7 | 0.06% | Q1 2026 | Apr 13, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 11,202 | 423 | 0.09% | 0.11% | 1010 | +2 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 11,133 | 421 | 0.01% | 0.01% | 1011 | -4,259 | -27.67% | Q1 2026 | May 05, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | New | 11,090 | 419 | 0.23% | — | 1013 | +11,090 | New | Q1 2026 | May 07, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 11,091 | 419 | 0.1% | 0.09% | 1012 | -593 | -5.08% | Q1 2026 | May 11, 2026 |
| Envision Financial Transparency, LLC | History | New | 11,000 | 416 | 0.4% | — | 1017 | +11,000 | New | Q1 2026 | May 13, 2026 |
| Cottage Street Advisors LLC | History | Added to | 11,000 | 416 | 0.18% | 0.12% | 1014 | +2,000 | 22.22% | Q1 2026 | Apr 20, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 11,011 | 416 | 0.3% | 0.25% | 1016 | -568 | -4.91% | Q1 2026 | May 12, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 11,000 | 416 | 0.12% | 0.11% | 1015 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Valmark Advisers, Inc. | History | Added to | 10,992 | 415 | 0.0% | 0.0% | 1018 | +1,155 | 11.74% | Q1 2026 | May 01, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,944 | 414 | 0.01% | 0.0% | 1019 | +3,454 | 46.11% | Q1 2026 | May 13, 2026 |
| TMB Capital Partners, LLC | History | Added to | 10,960 | 414 | 0.14% | 0.12% | 1021 | +71 | 0.65% | Q1 2026 | May 08, 2026 |
| Abel Hall, LLC | History | No change | 10,952 | 414 | 0.09% | 0.08% | 1020 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 10,915 | 413 | 0.01% | — | 1022 | +10,915 | New | Q1 2026 | May 15, 2026 |
| GARRISON BRADFORD & ASSOCIATES INC | History | No change | 10,844 | 410 | 0.46% | 0.38% | 1023 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Gateway Wealth Partners, LLC | History | New | 10,810 | 409 | 0.02% | — | 1024 | +10,810 | New | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | Reduced | 10,800 | 408 | 0.07% | 0.06% | 1025 | -496 | -4.39% | Q1 2026 | May 06, 2026 |
| Trek Financial, LLC | History | Reduced | 10,802 | 408 | 0.02% | 0.02% | 1026 | -86 | -0.79% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 10,777 | 407 | 0.0% | 0.0% | 1027 | +10,061 | 1405.17% | Q1 2026 | May 14, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 10,775 | 407 | 0.02% | 0.01% | 1029 | -125 | -1.15% | Q1 2026 | Apr 10, 2026 |
| Strategic Advisors LLC | History | Added to | 10,756 | 407 | 0.07% | 0.05% | 1028 | +66 | 0.62% | Q1 2026 | May 14, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 10,730 | 406 | 0.14% | 0.13% | 1030 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WEALTH EFFECTS LLC | History | No change | 10,700 | 404 | 0.14% | 0.11% | 1031 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Martel Wealth Advisors LLC | History | Added to | 10,640 | 402 | 0.07% | 0.04% | 1035 | +3,400 | 46.96% | Q1 2026 | May 01, 2026 |
| Hudock, Inc. | History | Reduced | 10,627 | 402 | 0.06% | 0.06% | 1033 | -1,239 | -10.44% | Q1 2026 | May 13, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 10,627 | 402 | 0.12% | 0.11% | 1034 | +4 | 0.04% | Q1 2026 | Apr 30, 2026 |
| CONNING INC. | History | No change | 10,640 | 402 | 0.01% | 0.01% | 1032 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bull Street Advisors, LLC | History | No change | 10,551 | 399 | 0.2% | 0.16% | 1036 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Royal Capital Wealth Management, LLC | History | Added to | 10,506 | 397 | 0.25% | 0.15% | 1038 | +2,362 | 29.0% | Q1 2026 | May 15, 2026 |
| FORBES J M & CO LLP | History | Added to | 10,500 | 397 | 0.03% | 0.02% | 1037 | +2,000 | 23.53% | Q1 2026 | Apr 16, 2026 |
| Belleair Asset Management, LLC | History | Reduced | 10,500 | 397 | 0.36% | 0.34% | 1040 | -670 | -6.0% | Q1 2026 | Apr 15, 2026 |
| Burford Brothers, Inc. | History | Added to | 10,512 | 397 | 0.16% | 0.14% | 1039 | +50 | 0.48% | Q1 2026 | Apr 27, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 10,425 | 394 | 0.03% | 0.03% | 1041 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| KPP Advisory Services LLC | History | No change | 10,423 | 394 | 0.06% | 0.05% | 1042 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Founders Financial Alliance, LLC | History | No change | 10,338 | 391 | 0.07% | 0.06% | 1043 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Southland Equity Partners LLC | History | Reduced | 10,317 | 390 | 0.08% | 0.07% | 1045 | -484 | -4.48% | Q1 2026 | Apr 14, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 10,314 | 390 | 0.06% | 0.05% | 1044 | +3 | 0.03% | Q1 2026 | Apr 22, 2026 |
| Retirement Planning Group, LLC | History | Added to | 10,281 | 389 | 0.01% | 0.01% | 1046 | +1,347 | 15.08% | Q1 2026 | May 04, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 10,295 | 389 | 0.03% | 0.02% | 1047 | +33 | 0.32% | Q1 2026 | May 14, 2026 |
| BancFirst Trust & Investment Management | History | No change | 9,930 | 388 | 0.17% | 0.13% | 1048 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 10,248 | 387 | 0.17% | 0.15% | 1049 | +56 | 0.55% | Q1 2026 | May 04, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 10,209 | 386 | 0.03% | 0.02% | 1050 | +8 | 0.08% | Q1 2026 | May 12, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 10,184 | 385 | 0.09% | 0.07% | 1051 | -144 | -1.39% | Q1 2026 | May 21, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 10,178 | 385 | 0.12% | 0.11% | 1052 | -126 | -1.22% | Q1 2026 | May 13, 2026 |
| Austin Private Wealth, LLC | History | No change | 12,000 | 384 | 0.03% | 0.03% | 1053 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 10,132 | 383 | 0.1% | 0.09% | 1054 | +150 | 1.5% | Q1 2026 | May 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 10,077 | 381 | 0.02% | 0.02% | 1056 | -29 | -0.29% | Q1 2026 | Apr 09, 2026 |
| Sequent Asset Management, LLC | History | No change | 11,886 | 381 | 0.17% | 0.17% | 1055 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Gotham Asset Management, LLC | History | New | 10,033 | 379 | 0.0% | — | 1058 | +10,033 | New | Q1 2026 | May 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 10,028 | 379 | 0.03% | 0.02% | 1057 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | New | 10,000 | 378 | 0.02% | — | 1060 | +10,000 | New | Q1 2026 | May 21, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 10,000 | 378 | 0.12% | 0.1% | 1059 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Granite Group Advisors, LLC | History | Added to | 9,830 | 377 | 0.23% | 0.18% | 1061 | +4 | 0.04% | Q1 2026 | Apr 14, 2026 |
| Boyer Financial Services, Inc. | History | No change | 9,978 | 377 | 0.4% | 0.34% | 1062 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LongView Wealth Management | History | Reduced | 10,118 | 376 | 0.09% | 0.08% | 1064 | -219 | -2.12% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 9,961 | 376 | 0.03% | 0.02% | 1063 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Corsicana & Co. | History | No change | 11,000 | 375 | 0.24% | 0.2% | 1065 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mattern Wealth Management LLC | History | New | 9,888 | 374 | 0.07% | — | 1067 | +9,888 | New | Q1 2026 | Apr 23, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 9,908 | 374 | 0.01% | 0.01% | 1066 | -1,866 | -15.85% | Q1 2026 | May 14, 2026 |
| RPg Family Wealth Advisory, LLC | History | New | 9,863 | 373 | 0.08% | — | 1069 | +9,863 | New | Q1 2026 | May 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 9,875 | 373 | 0.02% | 0.02% | 1068 | +1 | 0.01% | Q1 2026 | Apr 27, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 9,836 | 372 | 0.07% | 0.05% | 1070 | +1,500 | 17.99% | Q1 2026 | May 12, 2026 |
| Summit Financial Consulting LLC | History | No change | 9,833 | 372 | 0.27% | 0.23% | 1071 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sun Financial Inc | History | Reduced | 9,443 | 370 | 0.19% | 0.18% | 1072 | -364 | -3.71% | Q1 2026 | May 15, 2026 |
| Farnam Financial LLC | History | No change | 9,800 | 370 | 0.3% | 0.24% | 1073 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 9,752 | 369 | 0.01% | 0.01% | 1074 | -4,999 | -33.89% | Q1 2026 | Apr 16, 2026 |
| WNY Asset Management, LLC | History | New | 9,711 | 367 | 0.04% | — | 1076 | +9,711 | New | Q1 2026 | May 22, 2026 |
| Western Wealth Management, LLC | History | Added to | 9,723 | 367 | 0.01% | 0.01% | 1075 | +1,288 | 15.27% | Q1 2026 | May 19, 2026 |
| SUMMITRY LLC | History | Reduced | 9,610 | 363 | 0.01% | 0.02% | 1077 | -5,880 | -37.96% | Q1 2026 | May 22, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 9,591 | 362 | 0.06% | 0.05% | 1078 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 9,545 | 361 | 0.04% | 0.04% | 1079 | -333 | -3.37% | Q1 2026 | May 07, 2026 |
| Violich Capital Management, Inc. | History | Reduced | 9,550 | 361 | 0.04% | 0.04% | 1080 | -250 | -2.55% | Q1 2026 | Apr 08, 2026 |
| Bank of New Hampshire | History | Reduced | 9,533 | 360 | 0.08% | 0.09% | 1082 | -3,292 | -25.67% | Q1 2026 | Apr 13, 2026 |
| Old North State Trust, LLC | History | Added to | 9,511 | 360 | 0.21% | 0.18% | 1081 | +171 | 1.83% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 11,227 | 359 | 0.01% | 0.01% | 1083 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 9,381 | 355 | 0.04% | 0.03% | 1084 | +28 | 0.3% | Q1 2026 | Apr 16, 2026 |
| Omnia Family Wealth, LLC | History | No change | 9,384 | 355 | 0.11% | 0.09% | 1085 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Naviter Wealth, LLC | History | Reduced | 9,366 | 354 | 0.04% | 0.06% | 1086 | -3,873 | -29.25% | Q1 2026 | Apr 10, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 9,315 | 352 | 0.03% | 0.02% | 1088 | +866 | 10.25% | Q1 2026 | Apr 15, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | No change | 9,324 | 352 | 0.11% | 0.09% | 1087 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | New | 9,300 | 351 | 0.02% | — | 1091 | +9,300 | New | Q1 2026 | May 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 9,282 | 351 | 0.01% | 0.01% | 1089 | -2,425 | -20.71% | Q1 2026 | Apr 15, 2026 |
| Arista Wealth Management, LLC | History | No change | 9,300 | 351 | 0.04% | 0.04% | 1090 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 9,263 | 350 | 0.15% | 0.11% | 1095 | +1,114 | 13.67% | Q1 2026 | May 06, 2026 |
| DAVIS R M INC | History | Reduced | 9,251 | 350 | 0.01% | 0.01% | 1092 | -100 | -1.07% | Q1 2026 | May 13, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 9,266 | 350 | 0.23% | 0.2% | 1093 | -43 | -0.46% | Q1 2026 | May 20, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 9,268 | 350 | 0.05% | 0.04% | 1094 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 9,230 | 349 | 0.18% | 0.16% | 1096 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hara Capital LLC | History | No change | 9,225 | 349 | 0.17% | 0.16% | 1097 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GatePass Capital, LLC | History | No change | 9,200 | 348 | 0.16% | 0.15% | 1098 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WPWealth LLP | History | No change | 9,186 | 347 | 0.05% | 0.05% | 1099 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealth Management Associates, Inc. | History | No change | 9,185 | 347 | 0.12% | 0.1% | 1100 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Purus Wealth Management, LLC | History | Added to | 9,153 | 346 | 0.11% | 0.09% | 1101 | +500 | 5.78% | Q1 2026 | Apr 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 9,103 | 344 | 0.02% | 0.02% | 1102 | +64 | 0.71% | Q1 2026 | Apr 13, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 9,100 | 344 | 0.2% | 0.16% | 1103 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Continuum Advisory, LLC | History | No change | 9,093 | 344 | 0.03% | 0.03% | 1104 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Freedom Financial Partners LLC | History | Added to | 9,085 | 343 | 0.12% | 0.1% | 1105 | +402 | 4.63% | Q1 2026 | Apr 16, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | No change | 9,050 | 342 | 0.11% | 0.1% | 1106 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 8,995 | 340 | 0.04% | 0.05% | 1107 | -4,648 | -34.07% | Q1 2026 | Apr 15, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 8,969 | 339 | 0.08% | 0.07% | 1109 | -485 | -5.13% | Q1 2026 | Apr 28, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 8,960 | 339 | 0.12% | 0.1% | 1108 | +133 | 1.51% | Q1 2026 | Apr 23, 2026 |
| Enhancing Capital LLC | History | No change | 8,960 | 339 | 0.25% | 0.21% | 1110 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pure Financial Advisors, LLC | History | New | 8,954 | 338 | 0.0% | — | 1115 | +8,954 | New | Q1 2026 | Apr 10, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | New | 8,941 | 338 | 0.11% | — | 1114 | +8,941 | New | Q1 2026 | May 13, 2026 |
| Hudson Value Partners, LLC | History | Reduced | 8,953 | 338 | 0.1% | 0.09% | 1113 | -480 | -5.09% | Q1 2026 | Apr 14, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 8,938 | 338 | 0.06% | 0.05% | 1111 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 8,950 | 338 | 0.01% | 0.01% | 1112 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FIRST MERCHANTS CORP | History | No change | 8,924 | 337 | 0.01% | 0.01% | 1116 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ATWOOD & PALMER INC | History | No change | 8,931 | 337 | 0.02% | 0.02% | 1117 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SPINNAKER TRUST | History | No change | 8,920 | 337 | 0.02% | 0.02% | 1118 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strategic Financial Concepts, LLC | History | New | 8,887 | 336 | 0.08% | — | 1121 | +8,887 | New | Q1 2026 | May 12, 2026 |
| CVA Family Office, LLC | History | Reduced | 8,901 | 336 | 0.04% | 0.04% | 1120 | -1,995 | -18.31% | Q1 2026 | Apr 29, 2026 |
| Coastline Trust Co | History | No change | 8,900 | 336 | 0.03% | 0.03% | 1119 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Fjell Capital, LLC | History | Added to | 8,868 | 335 | 0.26% | 0.17% | 1123 | +2,028 | 29.65% | Q1 2026 | Apr 15, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 8,876 | 335 | 0.09% | 0.08% | 1122 | -300 | -3.27% | Q1 2026 | Apr 08, 2026 |
| Disciplined Investments, LLC | History | New | 8,848 | 334 | 0.12% | — | 1128 | +8,848 | New | Q1 2026 | May 12, 2026 |
| Ascension Capital Advisors, Inc. | History | New | 8,841 | 334 | 0.11% | — | 1127 | +8,841 | New | Q1 2026 | May 13, 2026 |
| Alan B Lancz & Associates, Inc. | History | Reduced | 8,833 | 334 | 0.32% | 0.28% | 1126 | -1,000 | -10.17% | Q1 2026 | May 05, 2026 |
| Proficio Capital Partners LLC | History | No change | 8,837 | 334 | 0.02% | 0.02% | 1124 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Goepper Burkhardt LLC | History | No change | 8,850 | 334 | 0.11% | 0.09% | 1125 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 8,821 | 333 | 0.12% | 0.08% | 1129 | +2,104 | 31.32% | Q1 2026 | May 06, 2026 |
| Intellectus Partners, LLC | History | New | 8,750 | 331 | 0.07% | — | 1131 | +8,750 | New | Q1 2026 | Apr 10, 2026 |
| NWF Advisory Services Inc. | History | Added to | 8,765 | 331 | 0.04% | 0.02% | 1130 | +1,725 | 24.5% | Q1 2026 | May 04, 2026 |
| SIG BROKERAGE, LP | History | New | 8,700 | 329 | 0.01% | — | 1132 | +8,700 | New | Q1 2026 | May 15, 2026 |
| Phillips Wealth Planners LLC | History | Added to | 8,674 | 328 | 0.25% | 0.23% | 1133 | +150 | 1.76% | Q1 2026 | May 14, 2026 |
| Legacy Advisory Services, LLC | History | Added to | 8,661 | 327 | 0.25% | 0.19% | 1135 | +783 | 9.94% | Q1 2026 | May 12, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 8,645 | 327 | 0.05% | 0.04% | 1134 | +481 | 5.89% | Q1 2026 | May 13, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 8,554 | 326 | 0.11% | 0.09% | 1136 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 8,628 | 326 | 0.03% | 0.02% | 1137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | Reduced | 8,570 | 325 | 0.01% | 0.02% | 1139 | -9,000 | -51.22% | Q1 2026 | May 08, 2026 |
| L & S Advisors Inc | History | Reduced | 8,590 | 325 | 0.04% | 0.03% | 1142 | -1,500 | -14.87% | Q1 2026 | May 11, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 8,593 | 325 | 0.02% | 0.02% | 1138 | +31 | 0.36% | Q1 2026 | Apr 17, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 8,600 | 325 | 0.08% | 0.06% | 1140 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MAIRS & POWER INC | History | No change | 8,600 | 325 | 0.0% | 0.0% | 1141 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 8,585 | 324 | 0.01% | 0.01% | 1143 | -1,446 | -14.42% | Q1 2026 | Apr 15, 2026 |
| Orographic Financial Advisors, LLC | History | New | 8,542 | 323 | 0.23% | — | 1144 | +8,542 | New | Q1 2026 | May 19, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | No change | 8,500 | 322 | 0.09% | 0.07% | 1145 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 8,499 | 321 | 0.06% | 0.06% | 1146 | -1,000 | -10.53% | Q1 2026 | Apr 27, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 8,463 | 320 | 0.05% | — | 1148 | +8,463 | New | Q1 2026 | Apr 27, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 8,482 | 320 | 0.19% | 0.17% | 1147 | +46 | 0.55% | Q1 2026 | Apr 30, 2026 |
| Chancellor Financial Group WB LP | History | Reduced | 8,445 | 319 | 0.23% | 0.19% | 1151 | -435 | -4.9% | Q1 2026 | May 14, 2026 |
| Capital Advantage, Inc. | History | Added to | 8,441 | 319 | 0.04% | 0.04% | 1150 | +207 | 2.51% | Q1 2026 | Apr 10, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 8,438 | 319 | 0.02% | 0.02% | 1149 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 8,400 | 317 | 0.04% | 0.11% | 1152 | -16,900 | -66.8% | Q1 2026 | Apr 30, 2026 |
| Allegheny Financial Group | History | No change | 8,398 | 317 | 0.04% | 0.04% | 1153 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 8,364 | 316 | 0.02% | 0.02% | 1155 | -159 | -1.87% | Q1 2026 | Apr 24, 2026 |
| S.A. Mason LLC | History | Reduced | 8,357 | 316 | 0.12% | 0.11% | 1154 | -75 | -0.89% | Q1 2026 | Apr 27, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 8,472 | 315 | 0.02% | 0.02% | 1157 | -195 | -2.25% | Q1 2026 | Apr 20, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 8,338 | 315 | 0.06% | 0.05% | 1158 | +127 | 1.55% | Q1 2026 | May 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 8,342 | 315 | 0.02% | 0.02% | 1156 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Probity Advisors, Inc. | History | Reduced | 8,298 | 313 | 0.05% | 0.04% | 1159 | -47 | -0.56% | Q1 2026 | Apr 28, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 8,257 | 312 | 0.08% | 0.07% | 1161 | +73 | 0.89% | Q1 2026 | Apr 08, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 8,250 | 312 | 0.0% | 0.0% | 1160 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 8,263 | 312 | 0.08% | 0.07% | 1162 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 8,189 | 309 | 0.04% | 0.03% | 1163 | -382 | -4.46% | Q1 2026 | May 15, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 8,144 | 308 | 0.04% | 0.04% | 1164 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| XTX Topco Ltd | History | New | 8,123 | 307 | 0.01% | — | 1166 | +8,123 | New | Q1 2026 | May 15, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 8,106 | 307 | 0.04% | 0.03% | 1165 | +300 | 3.84% | Q1 2026 | Apr 27, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 8,090 | 306 | 0.01% | 0.01% | 1167 | -5,341 | -39.77% | Q1 2026 | May 13, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 8,111 | 306 | 0.24% | 0.21% | 1169 | +34 | 0.42% | Q1 2026 | Apr 13, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 8,102 | 306 | 0.03% | 0.02% | 1168 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 8,060 | 305 | 0.09% | 0.09% | 1170 | -107 | -1.31% | Q1 2026 | May 05, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 8,048 | 304 | 0.18% | — | 1175 | +8,048 | New | Q1 2026 | May 13, 2026 |
| Second Line Capital, LLC | History | Added to | 7,871 | 304 | 0.06% | 0.05% | 1173 | +863 | 12.31% | Q1 2026 | May 14, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Reduced | 8,049 | 304 | 0.02% | 0.02% | 1171 | -615 | -7.1% | Q1 2026 | Apr 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 8,035 | 304 | 0.01% | 0.01% | 1172 | -500 | -5.86% | Q1 2026 | Apr 23, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 8,059 | 304 | 0.18% | 0.14% | 1174 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 8,023 | 303 | 0.05% | 0.05% | 1177 | -267 | -3.22% | Q1 2026 | Apr 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 9,451 | 303 | 0.01% | 0.01% | 1176 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Challenger Wealth Management | History | No change | 9,464 | 303 | 0.23% | 0.23% | 1178 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Transcendent Capital Group LLC | History | New | 8,000 | 302 | 0.14% | — | 1185 | +8,000 | New | Q1 2026 | Apr 27, 2026 |
| LexAurum Advisors, LLC | History | New | 7,984 | 302 | 0.04% | — | 1184 | +7,984 | New | Q1 2026 | Apr 13, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 7,995 | 302 | 0.04% | 0.07% | 1180 | -7,614 | -48.78% | Q1 2026 | Apr 30, 2026 |
| GS Investments, Inc. | History | No change | 8,000 | 302 | 0.17% | 0.14% | 1179 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 8,002 | 302 | 0.04% | 0.03% | 1181 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 8,000 | 302 | 0.02% | 0.01% | 1182 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 8,000 | 302 | 0.12% | 0.1% | 1183 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ledyard National Bank | History | Added to | 7,980 | 301 | 0.03% | 0.02% | 1187 | +260 | 3.37% | Q1 2026 | Apr 24, 2026 |
| BAHL & GAYNOR INC | History | No change | 7,974 | 301 | 0.0% | 0.0% | 1186 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 7,961 | 301 | 0.02% | 0.02% | 1188 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 7,911 | 299 | 0.0% | 0.0% | 1190 | -180 | -2.22% | Q1 2026 | Apr 07, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 7,913 | 299 | 0.01% | 0.01% | 1189 | +17 | 0.22% | Q1 2026 | Apr 09, 2026 |
| Pavion Blue Capital, LLC | History | No change | 7,916 | 299 | 0.13% | 0.11% | 1191 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Everest Financial Group LLC | History | Added to | 7,886 | 298 | 0.05% | 0.05% | 1192 | +271 | 3.56% | Q1 2026 | May 15, 2026 |
| SevenBridge Financial Group, LLC | History | Added to | 7,884 | 297 | 0.05% | 0.04% | 1193 | +500 | 6.77% | Q1 2026 | Apr 23, 2026 |
| Center For Asset Management LLC | History | New | 7,813 | 295 | 0.15% | — | 1195 | +7,813 | New | Q1 2026 | Apr 16, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 7,822 | 295 | 0.1% | 0.09% | 1194 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TFB Advisors LLC | History | Added to | 7,784 | 294 | 0.15% | 0.07% | 1196 | +150 | 1.96% | Q1 2026 | Apr 20, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 7,750 | 293 | 0.06% | 0.06% | 1197 | -2,275 | -22.69% | Q1 2026 | Apr 13, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 7,720 | 292 | 0.03% | 0.02% | 1198 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 7,710 | 291 | 0.12% | 0.1% | 1199 | +67 | 0.88% | Q1 2026 | May 05, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 7,681 | 290 | 0.02% | 0.02% | 1200 | -214 | -2.71% | Q1 2026 | May 12, 2026 |
| Covestor Ltd | History | Added to | 7,608 | 289 | 0.2% | 0.12% | 1201 | +351 | 4.84% | Q1 2026 | May 05, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 7,650 | 289 | 0.1% | 0.09% | 1202 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 7,619 | 288 | 0.03% | 0.04% | 1204 | -6,451 | -45.85% | Q1 2026 | May 14, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 7,616 | 288 | 0.08% | 0.06% | 1205 | -84 | -1.09% | Q1 2026 | Apr 27, 2026 |
| MBE Wealth Management, LLC | History | Added to | 7,623 | 288 | 0.12% | 0.1% | 1203 | +43 | 0.57% | Q1 2026 | Apr 21, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | New | 7,589 | 287 | 0.02% | — | 1208 | +7,589 | New | Q1 2026 | May 07, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 7,592 | 287 | 0.02% | 0.01% | 1206 | +212 | 2.87% | Q1 2026 | May 06, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 7,592 | 287 | 0.09% | 0.07% | 1207 | +55 | 0.73% | Q1 2026 | May 06, 2026 |
| Caldwell Trust Co | History | Added to | 7,550 | 285 | 0.03% | 0.02% | 1209 | +720 | 10.54% | Q1 2026 | Apr 22, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 7,513 | 284 | 0.08% | 0.07% | 1210 | -7,513 | -50.0% | Q1 2026 | Apr 16, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 7,505 | 283 | 0.07% | 0.09% | 1213 | -3,126 | -29.4% | Q1 2026 | Apr 17, 2026 |
| Northern Capital Management, Inc. | History | Added to | 7,488 | 283 | 0.14% | 0.13% | 1212 | +15 | 0.2% | Q1 2026 | May 13, 2026 |
| Hemenway Trust Co LLC | History | No change | 7,500 | 283 | 0.02% | 0.02% | 1211 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Elser Financial Planning, Inc | History | No change | 7,488 | 281 | 0.01% | 0.17% | 1214 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 7,402 | 280 | 0.06% | 0.04% | 1216 | -273 | -3.56% | Q1 2026 | Apr 14, 2026 |
| VILLERE ST DENIS J & CO LLC | History | No change | 7,402 | 280 | 0.03% | 0.02% | 1215 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 7,368 | 278 | 0.01% | 0.01% | 1221 | -233 | -3.07% | Q1 2026 | Apr 17, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 7,365 | 278 | 0.02% | 0.02% | 1220 | +8 | 0.11% | Q1 2026 | May 12, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 7,366 | 278 | 0.12% | 0.1% | 1219 | +1 | 0.01% | Q1 2026 | May 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 7,354 | 278 | 0.09% | 0.08% | 1217 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 7,363 | 278 | 0.18% | 0.16% | 1218 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 7,294 | 276 | 0.09% | 0.07% | 1222 | -400 | -5.2% | Q1 2026 | Apr 28, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 7,300 | 276 | 0.02% | 0.02% | 1223 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Fortis Advisors, LLC | History | No change | 7,262 | 276 | 0.14% | 0.13% | 1224 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Calydon Capital | History | No change | 7,246 | 274 | 0.04% | 0.04% | 1225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 7,212 | 272 | 0.04% | 0.03% | 1227 | +15 | 0.21% | Q1 2026 | Apr 09, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 7,207 | 272 | 0.03% | 0.02% | 1226 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 7,191 | 272 | 0.16% | 0.14% | 1228 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Praetorian Wealth Management, Inc. | History | New | 7,136 | 271 | 0.05% | — | 1229 | +7,136 | New | Q1 2026 | Apr 09, 2026 |
| 3Chopt Investment Partners, LLC | History | New | 7,116 | 269 | 0.06% | — | 1232 | +7,116 | New | Q1 2026 | Apr 23, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | No change | 7,128 | 269 | 0.07% | 0.06% | 1230 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Breakwater Capital Group | History | No change | 7,132 | 269 | 0.04% | 0.03% | 1231 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 7,034 | 268 | 0.04% | 0.04% | 1233 | +70 | 1.01% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Added to | 7,055 | 266 | 0.0% | 0.0% | 1234 | +496 | 7.56% | Q1 2026 | May 06, 2026 |
| Wolff Financial Management LLC | History | No change | 7,034 | 266 | 0.06% | 0.05% | 1235 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Balboa Wealth Partners | History | No change | 7,043 | 266 | 0.04% | 0.04% | 1236 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Asset One Wealth Management LLC | History | Added to | 7,132 | 265 | 0.03% | 0.03% | 1240 | +653 | 10.08% | Q1 2026 | May 12, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 7,017 | 265 | 0.06% | 0.05% | 1238 | +1 | 0.01% | Q1 2026 | Apr 23, 2026 |
| MCDANIEL TERRY & CO | History | No change | 7,020 | 265 | 0.02% | 0.02% | 1237 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 7,000 | 265 | 0.23% | 0.18% | 1239 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sterneck Capital Management, LLC | History | No change | 7,000 | 264 | 0.12% | 0.1% | 1241 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Bay Rivers Group | History | No change | 7,000 | 264 | 0.11% | 0.09% | 1242 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Everstar Asset Management, LLC | History | No change | 7,000 | 264 | 0.14% | 0.12% | 1243 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MBL Wealth, LLC | History | Reduced | 6,951 | 263 | 0.02% | 0.02% | 1245 | -369 | -5.04% | Q1 2026 | Apr 28, 2026 |
| Smith Salley Wealth Management | History | Added to | 6,959 | 263 | 0.01% | 0.01% | 1244 | +16 | 0.23% | Q1 2026 | Apr 16, 2026 |
| Garton & Associates Financial Advisors LLC | History | Reduced | 6,941 | 262 | 0.21% | 0.22% | 1247 | -5,105 | -42.38% | Q1 2026 | May 11, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 6,945 | 262 | 0.05% | 0.04% | 1246 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GWN SECURITIES INC. | History | Added to | 6,911 | 261 | 0.05% | 0.04% | 1249 | +97 | 1.42% | Q1 2026 | May 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 6,900 | 261 | 0.0% | 0.0% | 1248 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Alhambra Investment Management LLC | History | No change | 6,920 | 261 | 0.12% | 0.1% | 1250 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 6,849 | 259 | 0.11% | 0.1% | 1251 | +43 | 0.63% | Q1 2026 | May 07, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | No change | 6,846 | 259 | 0.07% | 0.06% | 1252 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 6,832 | 258 | 0.02% | 0.02% | 1254 | -1,466 | -17.67% | Q1 2026 | Apr 23, 2026 |
| Sendero Wealth Management, LLC | History | Reduced | 6,827 | 258 | 0.03% | 0.03% | 1253 | -1,000 | -12.78% | Q1 2026 | Apr 22, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 6,824 | 258 | 0.15% | 0.12% | 1255 | +44 | 0.65% | Q1 2026 | Apr 16, 2026 |
| Accurate Wealth Management, LLC | History | New | 6,886 | 257 | 0.03% | — | 1260 | +6,886 | New | Q1 2026 | Apr 22, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Reduced | 6,809 | 257 | 0.13% | 0.12% | 1256 | -448 | -6.17% | Q1 2026 | May 05, 2026 |
| Blue Fin Capital, Inc. | History | No change | 8,029 | 257 | 0.04% | 0.04% | 1257 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rossmore Private Capital | History | No change | 6,800 | 257 | 0.02% | 0.02% | 1258 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Kore Advisors LP | History | No change | 6,800 | 257 | 0.28% | 0.16% | 1259 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 6,784 | 256 | 0.0% | — | 1262 | +6,784 | New | Q1 2026 | May 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 6,766 | 256 | 0.03% | — | 1261 | +6,766 | New | Q1 2026 | Apr 23, 2026 |
| Sterling Investment Advisors, Ltd. | History | New | 6,745 | 255 | 0.05% | — | 1263 | +6,745 | New | Q1 2026 | May 04, 2026 |
| Retirement Investment Advisors, Inc. | History | New | 6,771 | 254 | 0.02% | — | 1266 | +6,771 | New | Q1 2026 | Apr 15, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | New | 6,724 | 254 | 0.12% | — | 1265 | +6,724 | New | Q1 2026 | May 08, 2026 |
| Tevis Investment Management | History | No change | 6,719 | 254 | 0.14% | 0.13% | 1264 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 6,706 | 253 | 0.13% | 0.17% | 1267 | -3,125 | -31.79% | Q1 2026 | Apr 20, 2026 |
| Exchange Bank | History | No change | 6,701 | 253 | 0.18% | 0.15% | 1268 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 6,685 | 252 | 0.07% | — | 1271 | +6,685 | New | Q1 2026 | May 06, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 6,683 | 252 | 0.0% | 0.0% | 1270 | -3,024 | -31.15% | Q1 2026 | Apr 27, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | No change | 6,665 | 252 | 0.13% | 0.1% | 1269 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 6,638 | 251 | 0.02% | 0.02% | 1272 | -2,000 | -23.15% | Q1 2026 | Apr 13, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Reduced | 6,657 | 251 | 0.21% | 0.19% | 1274 | -375 | -5.33% | Q1 2026 | Apr 17, 2026 |
| Aventura Private Wealth, LLC | History | No change | 6,656 | 251 | 0.09% | 0.08% | 1273 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MKT Advisors LLC | History | Reduced | 6,525 | 250 | 0.08% | 0.11% | 1276 | -3,400 | -34.26% | Q1 2026 | Apr 10, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 6,720 | 250 | 0.02% | 0.02% | 1275 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Reduced | 6,600 | 249 | 0.16% | 0.11% | 1277 | -7,800 | -54.17% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 6,600 | 249 | 0.05% | 0.04% | 1279 | +11 | 0.17% | Q1 2026 | May 20, 2026 |
| Berger Financial Group, Inc | History | Added to | 6,587 | 249 | 0.01% | 0.01% | 1278 | +5 | 0.08% | Q1 2026 | Apr 28, 2026 |
| SVRN Asset Management, LLC | History | Added to | 6,571 | 248 | 0.24% | 0.17% | 1280 | +56 | 0.86% | Q1 2026 | May 12, 2026 |
| FreeGulliver LLC | History | New | 6,541 | 247 | 0.1% | — | 1281 | +6,541 | New | Q1 2026 | May 15, 2026 |
| Colorado Capital Management, Inc. | History | No change | 6,501 | 246 | 0.09% | 0.08% | 1282 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 6,500 | 245 | 0.01% | 0.0% | 1284 | -23,813 | -78.56% | Q1 2026 | May 12, 2026 |
| Mengis Capital Management, Inc. | History | No change | 6,500 | 245 | 0.04% | 0.04% | 1283 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Z3 Capital Partners, LLC | History | No change | 6,501 | 245 | 0.06% | 0.05% | 1285 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 6,456 | 244 | 0.0% | — | 1288 | +6,456 | New | Q1 2026 | May 05, 2026 |
| Wright Wealth LLC | History | Reduced | 6,450 | 244 | 0.16% | 0.14% | 1287 | -352 | -5.17% | Q1 2026 | May 15, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 6,458 | 244 | 0.18% | 0.17% | 1286 | -198 | -2.97% | Q1 2026 | Apr 29, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 6,403 | 242 | 0.01% | 0.02% | 1289 | -2,368 | -27.0% | Q1 2026 | Apr 30, 2026 |
| Simplicity Wealth,LLC | History | Added to | 6,369 | 241 | 0.01% | 0.01% | 1290 | +25 | 0.39% | Q1 2026 | Apr 30, 2026 |
| BOS Asset Management, LLC | History | No change | 6,375 | 241 | 0.06% | 0.05% | 1291 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Providence Financial Advisors, LLC | History | Added to | 6,365 | 240 | 0.14% | 0.2% | 1294 | +69 | 1.1% | Q1 2026 | May 12, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 6,354 | 240 | 0.02% | 0.02% | 1293 | +37 | 0.59% | Q1 2026 | Apr 13, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 6,349 | 240 | 0.09% | 0.08% | 1292 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| 71 West Capital Partners | History | No change | 6,350 | 240 | 0.01% | 0.01% | 1295 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| First Trust Capital Management L.P. | History | No change | 6,337 | 239 | 0.01% | 0.01% | 1296 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 6,398 | 239 | 0.17% | 0.13% | 1297 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Valtrion Capital Management, LLC | History | New | 6,310 | 238 | 0.22% | — | 1302 | +6,310 | New | Q1 2026 | May 15, 2026 |
| Relyea Zuckerberg Hanson LLC | History | New | 6,300 | 238 | 0.02% | — | 1301 | +6,300 | New | Q1 2026 | Apr 30, 2026 |
| Private Harbour Investment Management & Counsel, LLC | History | Reduced | 6,300 | 238 | 0.26% | 0.22% | 1298 | -300 | -4.55% | Q1 2026 | Apr 30, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 6,309 | 238 | 0.04% | 0.03% | 1299 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Legacy Wealth Advisors, LLC | History | No change | 6,312 | 238 | 0.12% | 0.13% | 1300 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cloud Capital Management, LLC | History | Reduced | 6,266 | 237 | 0.1% | 0.12% | 1306 | -1,485 | -19.16% | Q1 2026 | May 12, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 6,273 | 237 | 0.06% | 0.05% | 1303 | -213 | -3.28% | Q1 2026 | Apr 24, 2026 |
| Convergence Financial, LLC | History | Reduced | 6,276 | 237 | 0.03% | 0.03% | 1305 | -105 | -1.65% | Q1 2026 | May 11, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 6,288 | 237 | 0.12% | 0.1% | 1304 | +26 | 0.42% | Q1 2026 | May 07, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 6,257 | 236 | 0.04% | 0.05% | 1307 | -1,577 | -20.13% | Q1 2026 | Apr 09, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 6,238 | 236 | 0.14% | 0.13% | 1309 | -339 | -5.15% | Q1 2026 | Apr 22, 2026 |
| Mainsail Financial Group, LLC | History | No change | 6,247 | 236 | 0.1% | 0.08% | 1308 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Hudson Capital Management LLC | History | New | 6,230 | 235 | 0.06% | — | 1310 | +6,230 | New | Q1 2026 | Apr 13, 2026 |
| Lexington Hill Partners, LLC | History | New | 6,206 | 234 | 0.13% | — | 1312 | +6,206 | New | Q1 2026 | Apr 16, 2026 |
| Baker Avenue Asset Management, LP | History | New | 6,194 | 234 | 0.01% | — | 1311 | +6,194 | New | Q1 2026 | May 12, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | New | 6,180 | 233 | 0.05% | — | 1314 | +6,180 | New | Q1 2026 | May 15, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 6,174 | 233 | 0.02% | 0.02% | 1313 | -1,803 | -22.6% | Q1 2026 | Apr 20, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | New | 6,128 | 232 | 0.0% | — | 1315 | +6,128 | New | Q1 2026 | May 12, 2026 |
| Annandale Capital, LLC | History | Reduced | 6,092 | 231 | 0.03% | 0.64% | 1316 | -161,939 | -96.37% | Q1 2026 | May 15, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | New | 6,123 | 231 | 0.11% | — | 1318 | +6,123 | New | Q1 2026 | May 12, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | New | 6,110 | 231 | 0.01% | — | 1317 | +6,110 | New | Q1 2026 | Apr 13, 2026 |
| VAN STRUM & TOWNE INC. | History | New | 6,100 | 230 | 0.07% | — | 1320 | +6,100 | New | Q1 2026 | May 07, 2026 |
| Worth Asset Management, LLC | History | Reduced | 6,100 | 230 | 0.09% | 0.09% | 1319 | -300 | -4.69% | Q1 2026 | Apr 17, 2026 |
| THOMAS STORY & SON LLC | History | New | 6,075 | 229 | 0.09% | — | 1321 | +6,075 | New | Q1 2026 | May 05, 2026 |
| apricus wealth, LLC | History | New | 6,075 | 229 | 0.11% | — | 1323 | +6,075 | New | Q1 2026 | Apr 22, 2026 |
| Kapstone Financial Advisors LLC | History | New | 6,060 | 229 | 0.11% | — | 1324 | +6,060 | New | Q1 2026 | Apr 22, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | New | 6,060 | 229 | 0.07% | — | 1325 | +6,060 | New | Q1 2026 | May 13, 2026 |
| Klingman & Associates, LLC | History | New | 6,058 | 229 | 0.01% | — | 1322 | +6,058 | New | Q1 2026 | May 14, 2026 |
| Institute for Wealth Management, LLC. | History | New | 6,045 | 228 | 0.02% | — | 1328 | +6,045 | New | Q1 2026 | May 13, 2026 |
| Richard C. Young & CO., LTD. | History | New | 6,036 | 228 | 0.02% | — | 1327 | +6,036 | New | Q1 2026 | May 07, 2026 |
| Members Trust Co | History | Reduced | 6,049 | 228 | 0.01% | 0.01% | 1326 | -1,765 | -22.59% | Q1 2026 | May 04, 2026 |
| IFG Advisory, LLC | History | Reduced | 6,000 | 227 | 0.65% | 0.1% | 1329 | -66,105 | -91.68% | Q1 2026 | May 12, 2026 |
| BEACON FINANCIAL GROUP | History | New | 6,005 | 227 | 0.02% | — | 1330 | +6,005 | New | Q1 2026 | Apr 30, 2026 |
| Community Bank & Trust, Waco, Texas | History | New | 6,005 | 227 | 0.04% | — | 1331 | +6,005 | New | Q1 2026 | Apr 17, 2026 |
| Intrinsic Value Partners, LLC | History | New | 6,000 | 227 | 0.17% | — | 1332 | +6,000 | New | Q1 2026 | Apr 28, 2026 |
| Glassy Mountain Advisors, Inc. | History | New | 6,000 | 227 | 0.07% | — | 1333 | +6,000 | New | Q1 2026 | May 08, 2026 |
| Slocum, Gordon & Co LLP | History | New | 6,000 | 227 | 0.15% | — | 1334 | +6,000 | New | Q1 2026 | Apr 15, 2026 |
| Trask Adam Roland | History | New | 6,000 | 227 | 0.21% | — | 1335 | +6,000 | New | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 5,980 | 226 | 0.1% | 0.08% | 1336 | +59 | 1.0% | Q1 2026 | May 04, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 5,959 | 225 | 0.05% | 0.08% | 1337 | -6,628 | -52.66% | Q1 2026 | Apr 20, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | New | 6,007 | 225 | 0.03% | — | 1341 | +6,007 | New | Q1 2026 | Apr 16, 2026 |
| Bridgewealth Advisory Group, LLC | History | New | 5,966 | 225 | 0.05% | — | 1340 | +5,966 | New | Q1 2026 | May 14, 2026 |
| Arbor Investment Advisors, LLC | History | New | 5,956 | 225 | 0.03% | — | 1339 | +5,956 | New | Q1 2026 | Apr 28, 2026 |
| Diversified Investment Strategies, LLC | History | New | 5,955 | 225 | 0.14% | — | 1338 | +5,955 | New | Q1 2026 | Apr 30, 2026 |
| Brooklyn Investment Group | History | New | 5,910 | 223 | 0.01% | — | 1344 | +5,910 | New | Q1 2026 | Apr 29, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | New | 5,900 | 223 | 0.14% | — | 1345 | +5,900 | New | Q1 2026 | Apr 27, 2026 |
| Cypress Wealth Services, LLC | History | New | 5,899 | 223 | 0.03% | — | 1343 | +5,899 | New | Q1 2026 | Apr 15, 2026 |
| Sawyer & Company, Inc | History | No change | 5,900 | 223 | 0.09% | 0.07% | 1342 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Heritage Trust Co | History | New | 5,865 | 221 | 0.02% | — | 1347 | +5,865 | New | Q1 2026 | May 13, 2026 |
| J HAGAN CAPITAL, INC. | History | New | 5,858 | 221 | 0.12% | — | 1349 | +5,858 | New | Q1 2026 | May 12, 2026 |
| Hiley Hunt Wealth Management | History | New | 5,842 | 221 | 0.1% | — | 1348 | +5,842 | New | Q1 2026 | Apr 06, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 5,850 | 221 | 0.02% | 0.02% | 1346 | -4,748 | -44.8% | Q1 2026 | May 15, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | New | 5,818 | 220 | 0.06% | — | 1352 | +5,818 | New | Q1 2026 | May 05, 2026 |
| Eagle Bay Advisors LLC | History | Reduced | 5,822 | 220 | 0.19% | 0.14% | 1350 | -8 | -0.14% | Q1 2026 | Apr 24, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 5,820 | 220 | 0.07% | 0.06% | 1351 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| State of Wyoming | History | New | 5,808 | 219 | 0.03% | — | 1356 | +5,808 | New | Q1 2026 | May 13, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 5,804 | 219 | 0.02% | 0.01% | 1353 | -867 | -13.0% | Q1 2026 | Apr 28, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 5,800 | 219 | 0.02% | 0.02% | 1354 | -503 | -7.98% | Q1 2026 | May 13, 2026 |
| Nemes Rush Group LLC | History | Added to | 5,792 | 219 | 0.02% | 0.02% | 1355 | +171 | 3.04% | Q1 2026 | Apr 21, 2026 |
| Horizon Investment Services, LLC | History | New | 5,780 | 218 | 0.08% | — | 1358 | +5,780 | New | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | Reduced | 5,775 | 218 | 0.03% | 0.03% | 1357 | -950 | -14.13% | Q1 2026 | Apr 30, 2026 |
| Calamos Wealth Management LLC | History | New | 5,736 | 217 | 0.01% | — | 1359 | +5,736 | New | Q1 2026 | May 04, 2026 |
| Perennial Investment Advisors, LLC | History | New | 5,736 | 217 | 0.02% | — | 1360 | +5,736 | New | Q1 2026 | May 15, 2026 |
| Bond & Devick Financial Network, Inc. | History | New | 5,722 | 216 | 0.06% | — | 1362 | +5,722 | New | Q1 2026 | Apr 08, 2026 |
| Gemmer Asset Management LLC | History | New | 5,720 | 216 | 0.02% | — | 1361 | +5,720 | New | Q1 2026 | Apr 22, 2026 |
| Lansing Street Advisors | History | New | 5,713 | 216 | 0.05% | — | 1363 | +5,713 | New | Q1 2026 | Apr 28, 2026 |
| Torrey Growth & Income Advisors | History | New | 5,600 | 216 | 0.09% | — | 1364 | +5,600 | New | Q1 2026 | Apr 21, 2026 |
| KINTRA WEALTH, LLC | History | New | 5,705 | 215 | 0.02% | — | 1366 | +5,705 | New | Q1 2026 | May 15, 2026 |
| Fairscale Capital, LLC | History | No change | 5,707 | 215 | 0.15% | 0.12% | 1365 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SWEENEY & MICHEL, LLC | History | New | 5,745 | 214 | 0.06% | — | 1369 | +5,745 | New | Q1 2026 | Apr 16, 2026 |
| KRS Capital Management, LLC | History | New | 5,662 | 214 | 0.13% | — | 1368 | +5,662 | New | Q1 2026 | Apr 15, 2026 |
| Bison Wealth, LLC | History | New | 5,594 | 214 | 0.02% | — | 1367 | +5,594 | New | Q1 2026 | May 15, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 6,657 | 213 | 0.22% | 0.22% | 1370 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| Stiles Financial Services Inc | History | New | 5,621 | 212 | 0.06% | — | 1372 | +5,621 | New | Q1 2026 | Apr 30, 2026 |
| Diligent Investors, LLC | History | New | 5,614 | 212 | 0.05% | — | 1371 | +5,614 | New | Q1 2026 | Apr 15, 2026 |
| MIDDLETON & CO INC/MA | History | New | 5,600 | 211 | 0.02% | — | 1373 | +5,600 | New | Q1 2026 | May 08, 2026 |
| Family Capital Management, Inc. | History | New | 5,599 | 211 | 0.09% | — | 1376 | +5,599 | New | Q1 2026 | Apr 22, 2026 |
| M. Kraus & Co | History | New | 5,595 | 211 | 0.06% | — | 1375 | +5,595 | New | Q1 2026 | Apr 14, 2026 |
| Forest Hill Capital, LLC | History | New | 5,584 | 211 | 0.14% | — | 1374 | +5,584 | New | Q1 2026 | May 15, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | New | 5,558 | 210 | 0.07% | — | 1377 | +5,558 | New | Q1 2026 | May 04, 2026 |
| Daybright Advisory Services, Inc. | History | New | 5,551 | 210 | 0.06% | — | 1378 | +5,551 | New | Q1 2026 | May 12, 2026 |
| Arrow Investment Advisors, LLC | History | New | 5,534 | 209 | 0.22% | — | 1380 | +5,534 | New | Q1 2026 | May 04, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | New | 5,532 | 209 | 0.02% | — | 1379 | +5,532 | New | Q1 2026 | Apr 02, 2026 |
| DLK Investment Management, LLC | History | New | 5,503 | 208 | 0.08% | — | 1383 | +5,503 | New | Q1 2026 | Apr 15, 2026 |
| Lafayette Investments, Inc. | History | New | 5,500 | 208 | 0.04% | — | 1381 | +5,500 | New | Q1 2026 | Apr 27, 2026 |
| Lumbard & Kellner, LLC | History | New | 5,500 | 208 | 0.07% | — | 1382 | +5,500 | New | Q1 2026 | May 15, 2026 |
| Michels Family Financial, LLC | History | New | 5,487 | 207 | 0.15% | — | 1386 | +5,487 | New | Q1 2026 | Apr 24, 2026 |
| WASHINGTON TRUST BANK | History | New | 5,481 | 207 | 0.02% | — | 1384 | +5,481 | New | Q1 2026 | May 07, 2026 |
| PCG Wealth Advisors, LLC | History | New | 5,480 | 207 | 0.05% | — | 1385 | +5,480 | New | Q1 2026 | Apr 28, 2026 |
| Van Hulzen Asset Management, LLC | History | New | 5,460 | 206 | 0.02% | — | 1390 | +5,460 | New | Q1 2026 | May 14, 2026 |
| Gouws Capital LLC | History | New | 5,449 | 206 | 0.11% | — | 1391 | +5,449 | New | Q1 2026 | May 12, 2026 |
| Zuckerman Investment Group, LLC | History | New | 5,446 | 206 | 0.02% | — | 1389 | +5,446 | New | Q1 2026 | May 15, 2026 |
| Roxbury Financial LLC | History | Added to | 5,451 | 206 | 0.19% | 0.15% | 1388 | +83 | 1.55% | Q1 2026 | Apr 17, 2026 |
| DAGCO, INC. | History | Added to | 5,445 | 206 | 0.04% | 0.04% | 1387 | +80 | 1.49% | Q1 2026 | Apr 20, 2026 |
| JT Stratford LLC | History | New | 5,435 | 205 | 0.03% | — | 1394 | +5,435 | New | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | Added to | 5,425 | 205 | 0.02% | 0.01% | 1393 | +118 | 2.22% | Q1 2026 | May 08, 2026 |
| Camelot Portfolios, LLC | History | No change | 5,425 | 205 | 0.15% | 0.11% | 1392 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DOVER ADVISORS, LLC | History | New | 5,411 | 204 | 0.08% | — | 1397 | +5,411 | New | Q1 2026 | Apr 08, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | New | 5,406 | 204 | 0.02% | — | 1396 | +5,406 | New | Q1 2026 | Apr 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 5,400 | 204 | 0.0% | — | 1395 | +5,400 | New | Q1 2026 | May 13, 2026 |
| New Republic Capital, LLC | History | New | 5,384 | 203 | 0.07% | — | 1403 | +5,384 | New | Q1 2026 | May 01, 2026 |
| CWS Financial Advisors, LLC | History | New | 5,383 | 203 | 0.05% | — | 1401 | +5,383 | New | Q1 2026 | Apr 27, 2026 |
| Saratoga Research & Investment Management | History | New | 5,376 | 203 | 0.01% | — | 1399 | +5,376 | New | Q1 2026 | May 07, 2026 |
| Alpha Omega Wealth Management LLC | History | New | 5,372 | 203 | 0.03% | — | 1400 | +5,372 | New | Q1 2026 | Apr 07, 2026 |
| SYM FINANCIAL Corp | History | New | 5,370 | 203 | 0.02% | — | 1398 | +5,370 | New | Q1 2026 | May 08, 2026 |
| Tradewinds, LLC. | History | New | 5,343 | 203 | 0.07% | — | 1402 | +5,343 | New | Q1 2026 | May 04, 2026 |
| CURA WEALTH ADVISORS, LLC | History | New | 5,361 | 202 | 0.09% | — | 1405 | +5,361 | New | Q1 2026 | May 08, 2026 |
| TRUE Private Wealth Advisors | History | New | 5,359 | 202 | 0.02% | — | 1404 | +5,359 | New | Q1 2026 | May 15, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 5,334 | 201 | 0.02% | — | 1406 | +5,334 | New | Q1 2026 | May 14, 2026 |
| TRB Wealth Management, LLC | History | New | 5,328 | 201 | 0.03% | — | 1410 | +5,328 | New | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | New | 5,326 | 201 | 0.01% | — | 1407 | +5,326 | New | Q1 2026 | May 05, 2026 |
| Confluence Wealth Services, Inc. | History | New | 5,319 | 201 | 0.01% | — | 1409 | +5,319 | New | Q1 2026 | May 07, 2026 |
| Gryphon Financial Partners LLC | History | New | 5,312 | 201 | 0.02% | — | 1408 | +5,312 | New | Q1 2026 | May 06, 2026 |
| Tortoise Investment Management, LLC | History | New | 5,300 | 200 | 0.02% | — | 1412 | +5,300 | New | Q1 2026 | May 05, 2026 |
| Avondale Wealth Management | History | New | 5,290 | 200 | 0.1% | — | 1413 | +5,290 | New | Q1 2026 | Apr 14, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 5,300 | 200 | 0.03% | 0.03% | 1411 | -400 | -7.02% | Q1 2026 | May 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 5,112 | 193 | 0.0% | — | 1414 | +5,112 | New | Q1 2026 | May 07, 2026 |
| Dauntless Investment Group, LLC | History | New | 5,100 | 192 | 0.13% | — | 1415 | +5,100 | New | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 5,023 | 190 | 0.01% | 0.01% | 1416 | -1,879 | -27.22% | Q1 2026 | Apr 17, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 5,000 | 189 | 0.05% | 0.04% | 1417 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 4,985 | 188 | 0.01% | 0.01% | 1418 | -895 | -15.22% | Q1 2026 | Apr 29, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 4,953 | 187 | 0.12% | 0.11% | 1420 | +68 | 1.39% | Q1 2026 | Apr 14, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 4,960 | 187 | 0.14% | 0.12% | 1419 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 4,960 | 187 | 0.02% | 0.02% | 1421 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Coston, McIsaac & Partners | History | Added to | 4,939 | 186 | 0.04% | 0.04% | 1423 | +73 | 1.5% | Q1 2026 | Apr 22, 2026 |
| Financial Management Professionals, Inc. | History | No change | 4,939 | 186 | 0.02% | 0.02% | 1422 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 4,868 | 184 | 0.07% | 0.06% | 1424 | +2 | 0.04% | Q1 2026 | Apr 17, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 4,700 | 177 | 0.01% | 0.01% | 1425 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CX Institutional | History | Reduced | 4,527 | 171 | 0.01% | 0.01% | 1426 | -1,198 | -20.93% | Q1 2026 | Apr 06, 2026 |
| Main Street Group, LTD | History | New | 4,463 | 168 | 0.05% | — | 1427 | +4,463 | New | Q1 2026 | May 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 4,366 | 165 | 0.02% | 0.02% | 1428 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Key FInancial Inc | History | Added to | 4,288 | 162 | 0.03% | 0.01% | 1429 | +2,104 | 96.34% | Q1 2026 | Apr 24, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 4,175 | 157 | 0.09% | 0.08% | 1430 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Navigoe, LLC | History | No change | 4,147 | 156 | 0.09% | 0.08% | 1431 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Avalon Trust Co | History | Reduced | 4,100 | 155 | 0.01% | 0.02% | 1433 | -4,700 | -53.41% | Q1 2026 | May 06, 2026 |
| Stanley-Laman Group, Ltd. | History | Reduced | 4,102 | 155 | 0.02% | 0.03% | 1432 | -4,102 | -50.0% | Q1 2026 | Apr 16, 2026 |
| Parvin Asset Management, LLC | History | Added to | 4,050 | 153 | 0.11% | 0.1% | 1434 | +25 | 0.62% | Q1 2026 | May 15, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 4,000 | 151 | 0.04% | 0.08% | 1435 | -6,553 | -62.1% | Q1 2026 | May 08, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 4,000 | 151 | 0.02% | 0.02% | 1436 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Gen-Wealth Partners Inc | History | No change | 4,012 | 151 | 0.05% | 0.04% | 1437 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PlanVest Financial, Inc | History | New | 3,936 | 148 | 0.11% | — | 1438 | +3,936 | New | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 3,808 | 144 | 0.02% | 0.02% | 1439 | -3,280 | -46.28% | Q1 2026 | Apr 28, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 3,806 | 144 | 0.07% | 0.06% | 1440 | +69 | 1.85% | Q1 2026 | May 15, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Reduced | 3,805 | 143 | 0.01% | 0.12% | 1441 | -45,800 | -92.33% | Q1 2026 | Apr 29, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,791 | 143 | 0.01% | 0.01% | 1442 | +51 | 1.36% | Q1 2026 | Apr 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 3,753 | 142 | 0.02% | 0.0% | 1443 | +3,455 | 1159.4% | Q1 2026 | May 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 3,700 | 140 | 0.04% | — | 1445 | +3,700 | New | Q1 2026 | Apr 13, 2026 |
| Missouri Trust & Investment Co | History | No change | 3,718 | 140 | 0.04% | 0.03% | 1444 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CoreFirst Bank & Trust | History | No change | 4,320 | 138 | 0.07% | 0.07% | 1446 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Trifecta Capital Advisors, LLC | History | Reduced | 3,640 | 137 | 0.02% | 0.02% | 1447 | -1,200 | -24.79% | Q1 2026 | May 01, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 3,500 | 132 | 0.09% | 0.09% | 1448 | -1,000 | -22.22% | Q1 2026 | May 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 3,493 | 132 | 0.05% | 0.04% | 1449 | +51 | 1.48% | Q1 2026 | Apr 14, 2026 |
| Monetary Solutions, Ltd | History | No change | 3,363 | 127 | 0.12% | 0.11% | 1450 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 3,314 | 125 | 0.02% | 0.02% | 1451 | -117 | -3.41% | Q1 2026 | May 06, 2026 |
| Operose Advisors LLC | History | No change | 3,300 | 124 | 0.03% | 0.02% | 1452 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,846 | 123 | 0.0% | 0.0% | 1453 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,181 | 120 | 0.01% | 0.01% | 1454 | -4,950 | -60.88% | Q1 2026 | May 18, 2026 |
| CITY HOLDING CO | History | No change | 3,141 | 118 | 0.01% | 0.01% | 1455 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Quent Capital, LLC | History | No change | 3,072 | 116 | 0.01% | 0.01% | 1456 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Manchester Capital Management LLC | History | New | 3,000 | 113 | 0.02% | — | 1460 | +3,000 | New | Q1 2026 | May 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 2,997 | 113 | 0.06% | 0.05% | 1458 | +2 | 0.07% | Q1 2026 | Apr 13, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 3,000 | 113 | 0.05% | 0.04% | 1457 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Piscataqua Savings Bank | History | No change | 3,000 | 113 | 0.08% | 0.07% | 1459 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 2,981 | 112 | 0.01% | 0.01% | 1461 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 3,445 | 110 | 0.0% | 0.0% | 1462 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 2,958 | 109 | 0.04% | 0.07% | 1464 | -2,012 | -40.48% | Q1 2026 | Apr 27, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 2,900 | 109 | 0.01% | 0.01% | 1463 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Byrne Asset Management LLC | History | No change | 2,800 | 105 | 0.06% | 0.05% | 1465 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Kozak & Associates, Inc. | History | Added to | 2,770 | 103 | 0.02% | 0.02% | 1466 | +26 | 0.95% | Q1 2026 | Apr 14, 2026 |
| American Capital Advisory, LLC | History | No change | 2,747 | 103 | 0.04% | 0.04% | 1467 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 2,634 | 100 | 0.03% | 0.03% | 1468 | +106 | 4.19% | Q1 2026 | May 14, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 2,640 | 99 | 0.02% | 0.02% | 1469 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 2,600 | 98 | 0.0% | 0.0% | 1470 | -250 | -8.77% | Q1 2026 | May 12, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,532 | 95 | 0.01% | 0.01% | 1471 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 2,990 | 95 | 0.07% | 0.07% | 1472 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Horrell Capital Management, Inc. | History | No change | 2,500 | 94 | 0.04% | 0.03% | 1473 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pingora Partners LLC | History | No change | 2,500 | 94 | 0.06% | 0.05% | 1474 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 2,500 | 94 | 0.08% | 0.07% | 1475 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Opal Wealth Advisors, LLC | History | New | 2,447 | 92 | 0.02% | — | 1477 | +2,447 | New | Q1 2026 | Apr 14, 2026 |
| NFSG Corp | History | Added to | 2,442 | 92 | 0.02% | 0.01% | 1476 | +44 | 1.83% | Q1 2026 | May 05, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 2,414 | 91 | 0.08% | 0.07% | 1478 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Acumen Wealth Advisors, LLC | History | Reduced | 2,333 | 88 | 0.02% | 0.04% | 1480 | -2,499 | -51.72% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,338 | 88 | 0.0% | 0.0% | 1479 | -582 | -19.93% | Q1 2026 | May 15, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 2,294 | 86 | 0.03% | 0.03% | 1481 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cheviot Value Management, LLC | History | No change | 2,250 | 85 | 0.01% | 0.01% | 1482 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Gleason Group, Inc. | History | Added to | 2,233 | 84 | 0.01% | 0.01% | 1483 | +33 | 1.5% | Q1 2026 | May 04, 2026 |
| EASTERN BANK | History | Reduced | 2,150 | 81 | 0.0% | 0.0% | 1484 | -500 | -18.87% | Q1 2026 | Apr 07, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 2,150 | 81 | 0.0% | 0.0% | 1485 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SouthState Bank Corp | History | No change | 2,014 | 76 | 0.0% | 0.0% | 1486 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hanson & Doremus Investment Management | History | No change | 2,010 | 76 | 0.01% | 0.01% | 1487 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Financial Freedom, LLC | History | Added to | 1,984 | 75 | 0.04% | 0.03% | 1488 | +30 | 1.54% | Q1 2026 | Apr 30, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 1,980 | 74 | 0.02% | 0.02% | 1489 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 1,949 | 73 | 0.0% | 0.0% | 1490 | +29 | 1.51% | Q1 2026 | May 07, 2026 |
| Hickory Point Bank & Trust | History | New | 1,900 | 71 | 0.05% | — | 1491 | +1,900 | New | Q1 2026 | Apr 03, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 1,851 | 70 | 0.05% | 0.04% | 1492 | +9 | 0.49% | Q1 2026 | May 12, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 1,824 | 69 | 0.02% | 0.02% | 1493 | -221 | -10.81% | Q1 2026 | May 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,756 | 66 | 0.0% | 0.0% | 1494 | +109 | 6.62% | Q1 2026 | May 01, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 1,734 | 65 | 0.01% | 0.0% | 1495 | +1,250 | 258.26% | Q1 2026 | Apr 28, 2026 |
| Walsh & Associates, LLC | History | No change | 1,736 | 65 | 0.06% | 0.05% | 1496 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Portus Wealth Advisors, LLC | History | New | 1,710 | 64 | 0.06% | — | 1498 | +1,710 | New | Q1 2026 | Apr 22, 2026 |
| First Pacific Financial | History | Added to | 1,700 | 64 | 0.01% | 0.0% | 1497 | +1,603 | 1652.58% | Q1 2026 | Apr 23, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | Reduced | 1,656 | 62 | 0.02% | 0.04% | 1499 | -1,502 | -47.56% | Q1 2026 | May 01, 2026 |
| Asset Planning,Inc | History | Added to | 1,656 | 62 | 0.04% | 0.04% | 1500 | +25 | 1.53% | Q1 2026 | Apr 23, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 1,614 | 61 | 0.0% | — | 1501 | +1,614 | New | Q1 2026 | Apr 14, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 1,600 | 60 | 0.09% | 0.07% | 1502 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,513 | 57 | 0.0% | 0.0% | 1503 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Align Financial, LLC | History | Reduced | 1,500 | 56 | 0.03% | 0.03% | 1505 | -46,590 | -96.88% | Q1 2026 | May 08, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,500 | 56 | 0.0% | 0.0% | 1504 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| True Link Financial Advisors, LLC | History | New | 1,450 | 54 | 0.0% | — | 1508 | +1,450 | New | Q1 2026 | Apr 29, 2026 |
| Davis Capital Management | History | No change | 1,443 | 54 | 0.04% | 0.03% | 1506 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,700 | 54 | 0.02% | 0.02% | 1507 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | History | No change | 1,400 | 53 | 0.1% | 0.08% | 1509 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Horizon Investments, LLC | History | New | 1,418 | 52 | 0.0% | — | 1511 | +1,418 | New | Q1 2026 | May 14, 2026 |
| Colonial Trust Advisors | History | No change | 1,390 | 52 | 0.0% | 0.0% | 1510 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Truvestments Capital LLC | History | Added to | 1,323 | 50 | 0.01% | 0.01% | 1513 | +2 | 0.15% | Q1 2026 | May 13, 2026 |
| JNBA Financial Advisors | History | No change | 1,323 | 50 | 0.0% | 0.0% | 1512 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Daytona Street Capital LLC | History | No change | 1,300 | 48 | 0.04% | 0.03% | 1514 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| General Partner, Inc. | History | No change | 1,250 | 47 | 0.03% | 0.02% | 1515 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Fortitude Family Office, LLC | History | No change | 1,254 | 47 | 0.01% | 0.01% | 1516 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,223 | 46 | 0.03% | — | 1519 | +1,223 | New | Q1 2026 | May 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 1,241 | 46 | 0.02% | 0.02% | 1517 | -678 | -35.33% | Q1 2026 | Apr 14, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 1,240 | 46 | 0.02% | 0.01% | 1518 | +18 | 1.47% | Q1 2026 | Apr 01, 2026 |
| Community Bank, N.A. | History | Added to | 1,209 | 45 | 0.01% | 0.0% | 1520 | +111 | 10.11% | Q1 2026 | May 12, 2026 |
| Pandora Wealth, Inc. | History | No change | 1,418 | 45 | 0.03% | 0.03% | 1521 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 1,188 | 44 | 0.0% | — | 1523 | +1,188 | New | Q1 2026 | May 05, 2026 |
| Vision Retirement, LLC | History | No change | 1,187 | 44 | 0.01% | 0.01% | 1522 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MOTCO | History | No change | 1,158 | 43 | 0.0% | 0.0% | 1524 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 1,151 | 43 | 0.02% | 0.02% | 1525 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Copia Wealth Management | History | No change | 1,109 | 41 | 0.03% | 0.03% | 1526 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 1,076 | 40 | 0.01% | 0.0% | 1527 | +591 | 121.86% | Q1 2026 | May 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 1,058 | 40 | 0.0% | 0.0% | 1528 | -500 | -32.09% | Q1 2026 | May 14, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 1,058 | 40 | 0.03% | 0.03% | 1529 | -138 | -11.54% | Q1 2026 | May 07, 2026 |
| CERTUITY, LLC | History | New | 1,057 | 39 | 0.0% | — | 1530 | +1,057 | New | Q1 2026 | May 11, 2026 |
| CHELSEA COUNSEL CO | History | No change | 1,200 | 38 | 0.02% | 0.02% | 1531 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Accordant Advisory Group Inc | History | Added to | 996 | 37 | 0.02% | 0.02% | 1537 | +100 | 11.16% | Q1 2026 | May 11, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,000 | 37 | 0.0% | 0.0% | 1532 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pacific Center for Financial Services | History | No change | 1,000 | 37 | 0.01% | 0.01% | 1533 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,001 | 37 | 0.0% | 0.0% | 1534 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,000 | 37 | 0.0% | 0.0% | 1535 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Tidemark, LLC | History | No change | 999 | 37 | 0.01% | 0.01% | 1536 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 1,000 | 37 | 0.01% | 0.01% | 1538 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 931 | 35 | 0.01% | 0.0% | 1539 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TD Capital Management LLC | History | New | 900 | 34 | 0.0% | — | 1542 | +900 | New | Q1 2026 | May 11, 2026 |
| Crews Bank & Trust | History | Reduced | 900 | 34 | 0.0% | 0.01% | 1541 | -590 | -39.6% | Q1 2026 | May 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 904 | 34 | 0.0% | 0.0% | 1540 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Security National Bank | History | No change | 875 | 33 | 0.0% | 0.0% | 1543 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| My Portfolio Guide, LLC | History | New | 850 | 32 | 0.02% | — | 1546 | +850 | New | Q1 2026 | May 05, 2026 |
| Colonial Trust Co / SC | History | No change | 857 | 32 | 0.0% | 0.0% | 1544 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Stephens Consulting, LLC | History | No change | 1,000 | 32 | 0.01% | 0.01% | 1545 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 960 | 30 | 0.03% | 0.03% | 1547 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| First PREMIER Bank | History | No change | 772 | 29 | 0.01% | 0.01% | 1548 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 761 | 28 | 0.0% | 0.0% | 1549 | +73 | 10.61% | Q1 2026 | Apr 23, 2026 |
| VSM Wealth Advisory, LLC | History | New | 733 | 27 | 0.01% | — | 1550 | +733 | New | Q1 2026 | May 05, 2026 |
| Centerpoint Advisors, LLC | History | No change | 700 | 26 | 0.01% | 0.01% | 1551 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hughes Financial Services, LLC | History | No change | 700 | 26 | 0.0% | 0.0% | 1552 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Trust Co | History | No change | 685 | 25 | 0.0% | 0.0% | 1553 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Stone House Investment Management, LLC | History | No change | 646 | 24 | 0.0% | 0.0% | 1554 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 620 | 23 | 0.01% | 0.01% | 1555 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 624 | 23 | 0.0% | 0.0% | 1556 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 578 | 22 | 0.0% | — | 1560 | +578 | New | Q1 2026 | Apr 28, 2026 |
| SWAN Capital LLC | History | Added to | 606 | 22 | 0.01% | 0.0% | 1558 | +439 | 262.87% | Q1 2026 | May 14, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 595 | 22 | 0.01% | 0.01% | 1559 | -21 | -3.41% | Q1 2026 | May 12, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 600 | 22 | 0.02% | 0.02% | 1557 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GW&K Investment Management, LLC | History | New | 567 | 21 | 0.0% | — | 1563 | +567 | New | Q1 2026 | May 13, 2026 |
| Cornerstone Planning Group LLC | History | New | 558 | 21 | 0.0% | — | 1564 | +558 | New | Q1 2026 | May 06, 2026 |
| Ransom Advisory, Ltd | History | No change | 663 | 21 | 0.01% | 0.01% | 1561 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 568 | 21 | 0.02% | 0.02% | 1562 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Scarborough Advisors, LLC | History | New | 548 | 20 | 0.0% | — | 1566 | +548 | New | Q1 2026 | May 07, 2026 |
| TSFG, LLC | History | Added to | 529 | 20 | 0.0% | 0.0% | 1565 | +7 | 1.34% | Q1 2026 | Apr 27, 2026 |
| Napier Financial, LLC | History | New | 522 | 19 | 0.0% | — | 1567 | +522 | New | Q1 2026 | May 05, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 500 | 18 | 0.01% | 0.0% | 1569 | +333 | 199.4% | Q1 2026 | May 05, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 501 | 18 | 0.01% | 0.01% | 1571 | +8 | 1.62% | Q1 2026 | Apr 16, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 500 | 18 | 0.0% | 0.0% | 1568 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sachetta, LLC | History | No change | 500 | 18 | 0.01% | 0.01% | 1570 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Abound Wealth Management | History | Reduced | 468 | 17 | 0.0% | 0.0% | 1572 | -192 | -29.09% | Q1 2026 | Apr 10, 2026 |
| Timmons Wealth Management, LLC | History | No change | 464 | 17 | 0.02% | 0.01% | 1573 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Connections Group, Inc. | History | Added to | 428 | 16 | 0.01% | 0.0% | 1576 | +6 | 1.42% | Q1 2026 | May 01, 2026 |
| COUNTRY TRUST BANK | History | No change | 439 | 16 | 0.0% | 0.0% | 1574 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Front Row Advisors LLC | History | No change | 435 | 16 | 0.01% | 0.0% | 1575 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 423 | 16 | 0.01% | 0.01% | 1577 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CGC Financial Services, LLC | History | Reduced | 408 | 15 | 0.0% | 0.05% | 1578 | -5,146 | -92.65% | Q1 2026 | Apr 13, 2026 |
| Sunrise Financial Services, LLC | History | No change | 400 | 15 | 0.01% | 0.01% | 1579 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 373 | 14 | 0.0% | 0.01% | 1580 | -2,956 | -88.8% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 374 | 14 | 0.0% | — | 1581 | +374 | New | Q1 2026 | May 08, 2026 |
| USA FINANCIAL FORMULAS | History | New | 355 | 13 | 0.0% | — | 1582 | +355 | New | Q1 2026 | Apr 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 343 | 12 | 0.0% | 0.0% | 1583 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ares Financial Consulting, LLC | History | No change | 336 | 12 | 0.01% | 0.01% | 1584 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Sarver Vrooman Wealth Advisors | History | New | 300 | 11 | 0.01% | — | 1590 | +300 | New | Q1 2026 | Apr 15, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 300 | 11 | 0.0% | 0.0% | 1585 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SRH ADVISORS, LLC | History | No change | 300 | 11 | 0.0% | 0.0% | 1586 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 292 | 11 | 0.0% | 0.0% | 1587 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 314 | 11 | 0.01% | 0.01% | 1588 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Signature Equity Partners, LLC | History | No change | 300 | 11 | 0.01% | 0.0% | 1589 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 325 | 10 | 0.01% | 0.01% | 1591 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| GoalVest Advisory LLC | History | No change | 273 | 10 | 0.0% | 0.0% | 1592 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 250 | 9 | 0.0% | 0.01% | 1594 | -1,750 | -87.5% | Q1 2026 | May 11, 2026 |
| Bangor Savings Bank | History | No change | 246 | 9 | 0.0% | 0.0% | 1593 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| West Branch Capital LLC | History | No change | 255 | 9 | 0.0% | 0.0% | 1595 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 250 | 9 | 0.0% | 0.0% | 1596 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Motiv8 Investments LLC | History | No change | 268 | 9 | 0.0% | 0.0% | 1597 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Reflection Asset Management | History | No change | 300 | 9 | 0.01% | 0.01% | 1598 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Advocate Investing Services LLC | History | Added to | 219 | 8 | 0.01% | 0.01% | 1602 | +3 | 1.39% | Q1 2026 | Apr 22, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 225 | 8 | 0.0% | 0.0% | 1599 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Dunhill Financial, LLC | History | No change | 225 | 8 | 0.0% | 0.0% | 1600 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 224 | 8 | 0.01% | 0.01% | 1601 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Costello Asset Management, INC | History | No change | 200 | 7 | 0.0% | 0.0% | 1603 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Arlington Trust Co LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 1604 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bravera Wealth | History | New | 135 | 5 | 0.0% | — | 1609 | +135 | New | Q1 2026 | Apr 22, 2026 |
| Signature Resources Capital Management, LLC | History | New | 132 | 5 | 0.0% | — | 1608 | +132 | New | Q1 2026 | May 01, 2026 |
| Penserra Capital Management LLC | History | Added to | 135 | 5 | 0.0% | 0.0% | 1606 | +3 | 2.27% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 136 | 5 | 0.0% | 0.0% | 1605 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Fortis Group Advisors, LLC | History | No change | 150 | 5 | 0.0% | 0.0% | 1607 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Key Capital Management, INC | History | Reduced | 107 | 4 | 0.0% | 0.01% | 1610 | -298 | -73.58% | Q1 2026 | May 07, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 103 | 3 | 0.0% | — | 1618 | +103 | New | Q1 2026 | Apr 21, 2026 |
| Midway Capital Research & Management | History | New | 100 | 3 | 0.0% | — | 1619 | +100 | New | Q1 2026 | Apr 13, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 103 | 3 | 0.0% | 0.0% | 1615 | +2 | 1.98% | Q1 2026 | Apr 20, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 96 | 3 | 0.0% | 0.0% | 1616 | +2 | 2.13% | Q1 2026 | May 06, 2026 |
| Triumph Capital Management | History | Added to | 100 | 3 | 0.0% | 0.0% | 1613 | +1 | 1.01% | Q1 2026 | May 13, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 100 | 3 | 0.0% | 0.0% | 1611 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 1612 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Osbon Capital Management LLC | History | No change | 90 | 3 | 0.0% | 0.0% | 1614 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 121 | 3 | 0.0% | 0.0% | 1617 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Strengthening Families & Communities, LLC | History | New | 67 | 2 | 0.0% | — | 1622 | +67 | New | Q1 2026 | May 11, 2026 |
| Rachor Investment Advisory Services, LLC | History | Reduced | 70 | 2 | 0.0% | 0.0% | 1621 | -17 | -19.54% | Q1 2026 | May 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 1620 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JPL Wealth Management, LLC | History | New | 50 | 1 | 0.0% | — | 1628 | +50 | New | Q1 2026 | May 08, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 30 | 1 | 0.0% | — | 1626 | +30 | New | Q1 2026 | Apr 30, 2026 |
| City State Bank | History | New | 30 | 1 | 0.0% | — | 1627 | +30 | New | Q1 2026 | Apr 20, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 19 | 1 | 0.0% | 0.0% | 1623 | +1 | 5.56% | Q1 2026 | Apr 16, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 41 | 1 | 0.0% | 0.0% | 1625 | +1 | 2.5% | Q1 2026 | May 01, 2026 |
| Caitlin John, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 1624 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clarkston Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -205,800 | -100.0% | Q1 2026 | May 14, 2026 |
| True North Advisors, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -150,001 | -100.0% | Q1 2026 | May 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -139,721 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -107,192 | -100.0% | Q1 2026 | May 06, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -52,500 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Veracity Capital LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -42,630 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.48% | — | -41,027 | -100.0% | Q1 2026 | Apr 15, 2026 |
| CHILTON INVESTMENT CO INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -40,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,500 | -100.0% | Q1 2026 | May 08, 2026 |
| TCW GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,772 | -100.0% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,279 | -100.0% | Q1 2026 | May 13, 2026 |
| BANK OF STOCKTON | History | Closed out | 0 | 0 | — | 0.14% | — | -14,811 | -100.0% | Q1 2026 | Apr 29, 2026 |
| RiverFront Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,417 | -100.0% | Q1 2026 | May 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,114 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,003 | -100.0% | Q1 2026 | May 01, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -10,223 | -100.0% | Q1 2026 | May 08, 2026 |
| Ironwood Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,000 | -100.0% | Q1 2026 | May 07, 2026 |
| Redwood Family Wealth LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -9,810 | -100.0% | Q1 2026 | May 13, 2026 |
| Chesley Taft & Associates LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,044 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Duncan Williams Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,722 | -100.0% | Q1 2026 | May 05, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -8,228 | -100.0% | Q1 2026 | May 11, 2026 |
| Prossimo Advisors, LLC | History | Closed out | 0 | 0 | — | 1.53% | — | -7,407 | -100.0% | Q1 2026 | Apr 29, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,201 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,000 | -100.0% | Q1 2026 | May 08, 2026 |
| Cardinal Point Capital Management ULC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,980 | -100.0% | Q1 2026 | Apr 20, 2026 |
| AMG National Trust Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -6,360 | -100.0% | Q1 2026 | May 04, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,891 | -100.0% | Q1 2026 | May 07, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,300 | -100.0% | Q1 2026 | May 01, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,204 | -100.0% | Q1 2026 | May 12, 2026 |
| Strive Financial Group ,LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,170 | -100.0% | Q1 2026 | May 15, 2026 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,750 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,702 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -2,444 | -100.0% | Q1 2026 | May 01, 2026 |
| PROSPERITY BANCSHARES INC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,400 | -100.0% | Q1 2026 | May 12, 2026 |
| Lummis Asset Management, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -1,932 | -100.0% | Q1 2026 | May 11, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,508 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,266 | -100.0% | Q1 2026 | May 11, 2026 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,210 | -100.0% | Q1 2026 | May 11, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,010 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -803 | -100.0% | Q1 2026 | May 15, 2026 |
| PMV Capital Advisers, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -795 | -100.0% | Q1 2026 | Apr 16, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -704 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -527 | -100.0% | Q1 2026 | May 15, 2026 |
| Deane Retirement Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -524 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -516 | -100.0% | Q1 2026 | May 12, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Lodestone Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -492 | -100.0% | Q1 2026 | May 01, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -392 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Rossby Financial, LCC | History | Reduced | 6 | 0 | — | 0.0% | — | -294 | -98.0% | Q1 2026 | May 11, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q1 2026 | May 15, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q1 2026 | May 05, 2026 |
| ROGCO, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q1 2026 | May 04, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Anfield Capital Management, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 12, 2026 |
| Vanguard National Trust Co | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |
| Aspect Partners, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |