GSK plc - GSK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 67,661,646 | 3,734,246 | 0.2% | 0.17% | 1 | +192,237 | 0.28% | Q1 2026 | May 15, 2026 |
| DODGE & COX | History | Reduced | 58,662,974 | 3,237,609 | 1.78% | 1.81% | 2 | -9,854,995 | -14.38% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Added to | 34,522,363 | 1,905,289 | 0.65% | 0.56% | 3 | +1,326,378 | 4.0% | Q1 2026 | May 05, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Added to | 25,204,538 | 1,391,038 | 1.1% | 0.93% | 4 | +74,378 | 0.3% | Q1 2026 | May 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 11,797,085 | 651,027 | 0.92% | 0.72% | 5 | +2,832,926 | 31.6% | Q1 2026 | May 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 11,717,613 | 646,695 | 0.12% | 0.11% | 6 | -839,874 | -6.69% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 11,030,651 | 608,781 | 0.04% | 0.02% | 7 | +5,201,988 | 89.25% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 10,289,114 | 567,856 | 0.07% | 0.05% | 8 | +2,047,296 | 24.84% | Q1 2026 | May 15, 2026 |
| JTC Employer Solutions Trustee Ltd | History | Reduced | 9,042,389 | 498,914 | 41.69% | 48.05% | 9 | -5,385,620 | -37.33% | Q1 2026 | May 19, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 7,506,786 | 414,300 | 0.07% | 0.07% | 10 | -973,760 | -11.48% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 7,322,833 | 404,148 | 0.05% | 0.04% | 11 | -571,896 | -7.24% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 5,998,486 | 334,022 | 0.01% | 0.01% | 12 | -254,237 | -4.07% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Reduced | 5,518,433 | 304,562 | 0.73% | 0.84% | 13 | -2,598,094 | -32.01% | Q1 2026 | May 15, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 4,987,393 | 275,254 | 4.12% | 4.7% | 14 | -819,545 | -14.11% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,639,799 | 256,070 | 0.1% | 0.04% | 15 | +2,039,895 | 78.46% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 3,550,904 | 195,974 | 0.0% | 0.0% | 16 | +1,736,715 | 95.73% | Q1 2026 | May 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 3,522,566 | 194,410 | 0.5% | 0.44% | 17 | +33,192 | 0.95% | Q1 2026 | May 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 3,482,054 | 192,174 | 0.59% | 0.54% | 18 | -175,877 | -4.81% | Q1 2026 | May 15, 2026 |
| EQUITY INVESTMENT CORP | History | Reduced | 3,221,035 | 177,768 | 3.48% | 4.07% | 19 | -889,544 | -21.64% | Q1 2026 | May 04, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 4,352,737 | 161,216 | 0.34% | 0.3% | 20 | -214,280 | -4.69% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 2,817,445 | 155,494 | 0.36% | 0.22% | 21 | +1,080,327 | 62.19% | Q1 2026 | May 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,586,767 | 142,763 | 0.03% | 0.03% | 22 | +87,313 | 3.49% | Q1 2026 | May 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 2,378,076 | 131,246 | 0.11% | 0.15% | 23 | -1,293,173 | -35.22% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 2,286,880 | 126,212 | 0.12% | 0.08% | 24 | +654,280 | 40.08% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,206,152 | 121,757 | 0.01% | 0.01% | 25 | -1,546,950 | -41.22% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 2,134,235 | 117,788 | 0.02% | 0.05% | 26 | -4,146,648 | -66.02% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,837,744 | 101,425 | 0.03% | 0.04% | 27 | -806,986 | -30.51% | Q1 2026 | May 04, 2026 |
| Eversept Partners, LP | History | Reduced | 1,785,175 | 98,523 | 5.2% | 6.62% | 28 | -894,546 | -33.38% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,748,557 | 96,502 | 0.01% | 0.01% | 29 | +48,344 | 2.84% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,698,298 | 93,729 | 0.05% | 0.01% | 30 | +1,321,421 | 350.62% | Q1 2026 | May 12, 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC | History | Reduced | 1,644,613 | 90,766 | 1.46% | 1.34% | 31 | -30,250 | -1.81% | Q1 2026 | May 12, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Reduced | 1,629,351 | 89,923 | 2.46% | 2.43% | 32 | -12,763 | -0.78% | Q1 2026 | Apr 20, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 1,621,397 | 89,484 | 0.05% | 0.07% | 33 | -643,789 | -28.42% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,616,008 | 89,187 | 0.05% | 0.03% | 34 | +384,300 | 31.2% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 1,496,097 | 82,569 | 0.04% | 0.0% | 35 | +1,303,067 | 675.06% | Q1 2026 | May 11, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 1,453,002 | 80,192 | 0.57% | 0.64% | 36 | -271,574 | -15.75% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,405,498 | 77,569 | 0.01% | 0.02% | 37 | -1,130,352 | -44.57% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,371,577 | 75,697 | 0.02% | 0.04% | 38 | -1,104,162 | -44.6% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,274,300 | 70,328 | 0.01% | 0.01% | 39 | -144,899 | -10.21% | Q1 2026 | May 15, 2026 |
| Callodine Capital Management, LP | History | Added to | 1,259,477 | 69,510 | 4.86% | 3.96% | 40 | +255,150 | 25.41% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 1,231,009 | 67,936 | 0.08% | 0.07% | 41 | -4,519 | -0.37% | Q1 2026 | May 13, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 1,210,746 | 66,821 | 0.19% | 0.05% | 42 | +869,118 | 254.4% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,170,848 | 64,619 | 0.01% | 0.01% | 43 | -13,047 | -1.1% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 1,066,648 | 58,868 | 0.04% | 0.05% | 44 | -127,719 | -10.69% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,051,317 | 57,940 | 0.06% | 0.05% | 45 | +122,335 | 13.17% | Q1 2026 | May 08, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 1,009,401 | 55,708 | 0.8% | 0.7% | 46 | -35,389 | -3.39% | Q1 2026 | Apr 15, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 1,116,087 | 54,732 | 0.37% | 0.37% | 47 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LMR Partners LLP | History | Added to | 980,479 | 54,112 | 0.12% | 0.0% | 48 | +927,879 | 1764.03% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 942,429 | 52,012 | 0.01% | 0.0% | 49 | +729,650 | 342.91% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 883,997 | 48,787 | 0.01% | 0.02% | 50 | -698,146 | -44.13% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 877,599 | 48,434 | 0.01% | 0.01% | 51 | -533,656 | -37.81% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 808,139 | 44,601 | 0.01% | 0.01% | 52 | -129,449 | -13.81% | Q1 2026 | May 05, 2026 |
| Thomasville National Bank | History | No change | 890,098 | 43,650 | 2.71% | 2.71% | 53 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Optiver Holding B.V. | History | Reduced | 774,974 | 42,770 | 0.01% | 0.02% | 54 | -150,046 | -16.22% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 728,504 | 40,206 | 0.06% | 0.03% | 55 | +234,019 | 47.33% | Q1 2026 | May 06, 2026 |
| Bridgewater Associates, LP | History | Reduced | 698,666 | 38,559 | 0.17% | 0.25% | 56 | -717,859 | -50.68% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 682,850 | 37,686 | 0.03% | 0.03% | 57 | -63,845 | -8.55% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 673,767 | 37,185 | 0.02% | 0.01% | 58 | -19,238 | -2.78% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Added to | 648,096 | 35,768 | 0.15% | 0.1% | 59 | +14,592 | 2.3% | Q1 2026 | May 13, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Reduced | 636,839 | 35,147 | 0.6% | 0.54% | 60 | -25,178 | -3.8% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 621,987 | 34,327 | 0.03% | 0.04% | 61 | -214,207 | -25.62% | Q1 2026 | May 12, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Reduced | 605,665 | 33,427 | 0.35% | 0.37% | 62 | -248,666 | -29.11% | Q1 2026 | Apr 16, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 578,828 | 31,389 | 0.0% | 0.01% | 63 | -1,702,989 | -74.63% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 549,222 | 30,311 | 0.03% | — | 64 | +549,222 | New | Q1 2026 | May 15, 2026 |
| ABC ARBITRAGE SA | History | Reduced | 541,753 | 29,899 | 3.97% | 2.66% | 65 | -36,639 | -6.33% | Q1 2026 | May 04, 2026 |
| WELCH & FORBES LLC | History | No change | 518,597 | 28,621 | 0.37% | 0.31% | 66 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Added to | 480,636 | 26,526 | 0.05% | 0.04% | 67 | +47,772 | 11.04% | Q1 2026 | May 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 459,137 | 25,339 | 0.03% | 0.01% | 68 | +202,257 | 78.74% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 435,091 | 24,012 | 0.38% | 0.18% | 69 | +275,181 | 172.08% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 427,414 | 23,588 | 0.02% | 0.01% | 70 | +45,772 | 11.99% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 425,687 | 23,493 | 0.06% | 0.05% | 71 | +129,940 | 43.94% | Q1 2026 | May 14, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 394,595 | 23,352 | 1.33% | 1.1% | 72 | +3,390 | 0.87% | Q1 2026 | Apr 20, 2026 |
| Sio Capital Management, LLC | History | New | 385,879 | 21,296 | 3.05% | — | 73 | +385,879 | New | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 381,099 | 21,053 | 0.0% | 0.0% | 74 | +80,716 | 26.87% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 381,191 | 21,037 | 0.01% | 0.0% | 75 | +376,007 | 7253.22% | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | Added to | 380,397 | 20,994 | 0.01% | 0.0% | 76 | +378,438 | 19317.92% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 378,190 | 20,872 | 0.02% | 0.02% | 77 | -84,251 | -18.22% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 375,994 | 20,751 | 0.54% | 0.27% | 78 | +146,782 | 64.04% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 370,518 | 20,448 | 0.03% | 0.03% | 79 | +48,829 | 15.18% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 350,902 | 19,366 | 0.14% | 0.0% | 80 | +346,095 | 7199.81% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 340,474 | 19,063 | 0.92% | 0.9% | 81 | -55,546 | -14.03% | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 340,254 | 18,778 | 0.03% | 0.03% | 82 | -6,973 | -2.01% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 336,506 | 18,571 | 0.0% | 0.0% | 83 | +46,618 | 16.08% | Q1 2026 | May 15, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 325,646 | 17,972 | 0.39% | 0.34% | 84 | -6,229 | -1.88% | Q1 2026 | Apr 30, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 313,984 | 17,328 | 0.13% | 0.11% | 85 | -14,780 | -4.5% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 311,292 | 17,180 | 0.03% | 0.08% | 86 | -724,280 | -69.94% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 309,600 | 17,086 | 0.03% | 0.02% | 87 | +119,400 | 62.78% | Q1 2026 | May 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 303,169 | 16,731 | 0.03% | 0.02% | 88 | -3,086 | -1.01% | Q1 2026 | May 11, 2026 |
| IMC-Chicago, LLC | History | Reduced | 299,400 | 16,523 | 0.01% | 0.01% | 89 | -49,500 | -14.19% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 297,310 | 16,409 | 0.04% | 0.04% | 90 | -39,471 | -11.72% | Q1 2026 | Apr 22, 2026 |
| Walleye Trading LLC | History | Added to | 291,161 | 16,069 | 0.03% | 0.02% | 91 | +75,261 | 34.86% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 283,123 | 15,625 | 0.01% | 0.01% | 92 | +46,521 | 19.66% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Reduced | 281,675 | 15,545 | 0.35% | 0.3% | 93 | -4,254 | -1.49% | Q1 2026 | May 13, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 270,147 | 14,909 | 1.65% | 1.54% | 94 | +53 | 0.02% | Q1 2026 | Apr 13, 2026 |
| TruWealth Advisors, LLC | History | Added to | 269,102 | 14,851 | 0.71% | 0.64% | 95 | +2,720 | 1.02% | Q1 2026 | Apr 09, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 259,600 | 14,327 | 0.01% | 0.01% | 96 | -159,600 | -38.07% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 256,515 | 14,157 | 0.02% | 0.02% | 97 | -15,958 | -5.86% | Q1 2026 | Apr 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 254,716 | 14,058 | 0.02% | 0.01% | 98 | +54,909 | 27.48% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 252,458 | 13,933 | 0.02% | 0.02% | 99 | -97,183 | -27.8% | Q1 2026 | Apr 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 238,466 | 13,160 | 0.07% | 0.06% | 100 | +28,313 | 13.47% | Q1 2026 | May 13, 2026 |
| ARMISTICE CAPITAL, LLC | History | Reduced | 236,000 | 13,024 | 0.23% | 0.58% | 101 | -764,000 | -76.4% | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 235,477 | 12,995 | 0.18% | 1.06% | 102 | -1,414,827 | -85.73% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Added to | 228,508 | 12,611 | 0.02% | 0.01% | 103 | +7,589 | 3.44% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 225,955 | 12,477 | 0.02% | 0.02% | 104 | +12,822 | 6.02% | Q1 2026 | May 15, 2026 |
| Transmarket Holdings LP | History | Added to | 222,457 | 12,277 | 6.56% | 1.0% | 105 | +194,641 | 699.74% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 220,565 | 12,172 | 0.01% | 0.01% | 106 | -34,790 | -13.62% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 223,097 | 12,012 | 0.01% | 0.0% | 107 | +70,725 | 46.42% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 212,366 | 11,720 | 0.0% | — | 108 | +212,366 | New | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Added to | 212,287 | 11,716 | 0.16% | 0.08% | 109 | +152,749 | 256.56% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Added to | 210,633 | 11,468 | 0.02% | 0.01% | 110 | +162,332 | 336.08% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 207,807 | 11,468 | 0.06% | 0.06% | 111 | -21,208 | -9.26% | Q1 2026 | May 05, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 204,282 | 11,274 | 1.39% | 2.0% | 112 | -119,556 | -36.92% | Q1 2026 | May 14, 2026 |
| Hamilton Wealth, LLC | History | Added to | 195,567 | 10,793 | 0.77% | 0.53% | 113 | +138,962 | 245.49% | Q1 2026 | May 18, 2026 |
| Altrius Capital Management Inc | History | Reduced | 193,180 | 10,661 | 2.12% | 2.05% | 114 | -3,827 | -1.94% | Q1 2026 | May 05, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 208,254 | 10,102 | 1.0% | 1.05% | 115 | -2,559 | -1.21% | Q1 2026 | May 06, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 182,311 | 10,061 | 0.28% | 0.22% | 116 | -3,253 | -1.75% | Q1 2026 | Apr 21, 2026 |
| Bell Bank | History | Reduced | 182,228 | 10,057 | 0.43% | 0.39% | 117 | -1,972 | -1.07% | Q1 2026 | Apr 23, 2026 |
| Cerity Partners LLC | History | Added to | 181,753 | 10,030 | 0.01% | 0.01% | 118 | +254 | 0.14% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 180,411 | 9,956 | 0.01% | 0.01% | 119 | -29,405 | -14.01% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 177,993 | 9,823 | 0.1% | 0.08% | 120 | +33,462 | 23.15% | Q1 2026 | Apr 27, 2026 |
| Visionary Wealth Advisors | History | Reduced | 175,589 | 9,690 | 0.43% | 0.46% | 121 | -33,612 | -16.07% | Q1 2026 | May 13, 2026 |
| KEATING INVESTMENT COUNSELORS INC | History | Reduced | 175,168 | 9,667 | 2.39% | 2.45% | 122 | -4,941 | -2.74% | Q1 2026 | Apr 27, 2026 |
| PEAK6 LLC | History | Reduced | 173,200 | 9,558 | 0.02% | 0.04% | 123 | -250,700 | -59.14% | Q1 2026 | May 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 169,014 | 9,327 | 0.02% | 0.23% | 124 | -2,674,401 | -94.06% | Q1 2026 | May 11, 2026 |
| Ethic Inc. | History | Reduced | 166,531 | 9,190 | 0.14% | 0.13% | 125 | -1,617 | -0.96% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 166,369 | 9,181 | 0.03% | 0.04% | 126 | -135,208 | -44.83% | Q1 2026 | May 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 164,166 | 9,138 | 0.26% | 0.21% | 127 | +2,504 | 1.55% | Q1 2026 | Apr 28, 2026 |
| Clean Yield Group | History | Added to | 161,978 | 8,939 | 2.52% | 2.2% | 128 | +621 | 0.38% | Q1 2026 | Apr 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 161,031 | 8,887 | 0.14% | 0.11% | 129 | +10,073 | 6.67% | Q1 2026 | May 01, 2026 |
| KAHN BROTHERS GROUP INC | History | Reduced | 160,982 | 8,884 | 1.57% | 1.55% | 130 | -17,714 | -9.91% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 155,860 | 8,601 | 0.01% | 0.01% | 131 | -5,023 | -3.12% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 155,589 | 8,587 | 0.01% | 0.01% | 132 | +58,601 | 60.42% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 154,094 | 8,504 | 0.02% | 0.02% | 133 | -1,572 | -1.01% | Q1 2026 | May 14, 2026 |
| HOURGLASS CAPITAL, LLC | History | Added to | 144,213 | 7,959 | 1.66% | 1.46% | 134 | +5,804 | 4.19% | Q1 2026 | May 04, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 143,571 | 7,923 | 0.01% | 0.01% | 135 | -28,031 | -16.33% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 140,630 | 7,761 | 0.06% | 0.05% | 136 | -1,327 | -0.93% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 128,795 | 7,108 | 0.01% | 0.01% | 137 | +12,547 | 10.79% | Q1 2026 | May 14, 2026 |
| ARS Wealth Advisors Group, LLC | History | New | 127,516 | 7,037 | 0.59% | — | 138 | +127,516 | New | Q1 2026 | Apr 15, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 125,740 | 6,939 | 0.3% | 0.24% | 139 | +10,823 | 9.42% | Q1 2026 | May 08, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 124,760 | 6,885 | 0.25% | 0.27% | 140 | -27,900 | -18.28% | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 124,002 | 6,843 | 0.01% | 0.01% | 141 | +1,275 | 1.04% | Q1 2026 | May 05, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 123,914 | 6,838 | 1.24% | 0.83% | 142 | +44,884 | 56.79% | Q1 2026 | May 13, 2026 |
| Midwest Trust Co | History | Reduced | 123,256 | 6,802 | 0.08% | 0.08% | 143 | -4,486 | -3.51% | Q1 2026 | May 01, 2026 |
| Arjuna Capital | History | Added to | 123,202 | 6,799 | 1.73% | 1.43% | 144 | +4,496 | 3.79% | Q1 2026 | May 06, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | No change | 122,000 | 6,733 | 1.07% | 1.16% | 145 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Reduced | 121,637 | 6,713 | 2.98% | 2.08% | 146 | -4,970 | -3.93% | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | Added to | 121,594 | 6,710 | 0.21% | 0.21% | 147 | +28,709 | 30.91% | Q1 2026 | Apr 29, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 121,175 | 6,687 | 1.01% | 0.98% | 148 | -5,673 | -4.47% | Q1 2026 | Apr 08, 2026 |
| ProVise Management Group, LLC | History | Added to | 120,951 | 6,675 | 0.48% | 0.42% | 149 | +1,101 | 0.92% | Q1 2026 | May 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 120,527 | 6,651 | 0.06% | 0.05% | 150 | -15,398 | -11.33% | Q1 2026 | May 13, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 118,898 | 6,561 | 1.93% | 1.85% | 151 | -168 | -0.14% | Q1 2026 | Apr 30, 2026 |
| RENAISSANCE GROUP LLC | History | New | 116,633 | 6,436 | 0.27% | — | 152 | +116,633 | New | Q1 2026 | May 13, 2026 |
| TrueMark Investments, LLC | History | Added to | 115,322 | 6,364 | 1.24% | 0.95% | 153 | +14,190 | 14.03% | Q1 2026 | Apr 20, 2026 |
| OPAL CAPITAL LLC | History | Added to | 115,322 | 6,364 | 1.13% | 1.24% | 154 | +14,047 | 13.87% | Q1 2026 | May 15, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 114,180 | 6,301 | 0.02% | 0.01% | 155 | -14,297 | -11.13% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 113,973 | 6,290 | 0.02% | 0.02% | 156 | -5,637 | -4.71% | Q1 2026 | Apr 30, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 108,849 | 6,007 | 0.89% | 0.91% | 157 | -9,644 | -8.14% | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | Added to | 108,026 | 5,961 | 0.1% | 0.1% | 158 | +647 | 0.6% | Q1 2026 | May 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 107,000 | 5,905 | 0.0% | 0.0% | 159 | -1,402 | -1.29% | Q1 2026 | May 07, 2026 |
| JBF Capital, Inc. | History | Added to | 100,200 | 5,809 | 0.86% | 0.71% | 160 | +200 | 0.2% | Q1 2026 | May 08, 2026 |
| Stanley-Laman Group, Ltd. | History | Added to | 105,176 | 5,804 | 0.71% | 0.65% | 161 | +1,040 | 1.0% | Q1 2026 | Apr 16, 2026 |
| Corient Private Wealth LLC | History | Reduced | 104,513 | 5,708 | 0.01% | 0.01% | 162 | -12,914 | -11.0% | Q1 2026 | May 15, 2026 |
| PFA Pension, Forsikringsaktieselskab | History | Reduced | 102,954 | 5,682 | 0.02% | 0.02% | 163 | -26,559 | -20.51% | Q1 2026 | Apr 28, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 102,505 | 5,657 | 0.6% | 0.53% | 164 | +2,147 | 2.14% | Q1 2026 | May 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 101,686 | 5,612 | 0.03% | 0.02% | 165 | +28,362 | 38.68% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 102,099 | 5,562 | 0.01% | 0.01% | 166 | -26,418 | -20.56% | Q1 2026 | Apr 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 98,990 | 5,461 | 0.0% | 0.0% | 167 | +31,302 | 46.24% | Q1 2026 | May 14, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 98,255 | 5,422 | 0.85% | 0.95% | 168 | -21,928 | -18.25% | Q1 2026 | May 13, 2026 |
| Hillman Capital Management, Inc. | History | Reduced | 97,432 | 5,377 | 3.73% | 3.53% | 169 | -16,904 | -14.78% | Q1 2026 | May 15, 2026 |
| Krensavage Asset Management, LLC | History | No change | 96,729 | 5,338 | 2.09% | 1.68% | 170 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 96,270 | 5,317 | 0.01% | 0.0% | 171 | +29,344 | 43.85% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | Reduced | 93,504 | 5,160 | 0.03% | 0.09% | 172 | -8,957 | -8.74% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 89,761 | 4,959 | 0.02% | 0.01% | 173 | +13,783 | 18.14% | Q1 2026 | May 11, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 89,443 | 4,936 | 0.08% | 0.06% | 174 | +18,014 | 25.22% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 88,908 | 4,906 | 0.05% | 0.04% | 175 | -3,360 | -3.64% | Q1 2026 | May 14, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 88,500 | 4,884 | 1.02% | 0.87% | 176 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Diversified Trust Co | History | Added to | 88,022 | 4,857 | 0.09% | 0.08% | 177 | +877 | 1.01% | Q1 2026 | Apr 16, 2026 |
| Roberts Wealth Advisors, LLC | History | Reduced | 85,476 | 4,717 | 1.2% | 1.1% | 178 | -295 | -0.34% | Q1 2026 | Apr 07, 2026 |
| Blackstone Inc. | History | New | 85,001 | 4,691 | 0.02% | — | 179 | +85,001 | New | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 82,462 | 4,551 | 0.05% | 0.08% | 180 | -37,439 | -31.22% | Q1 2026 | May 15, 2026 |
| Tweedy, Browne Co LLC | History | Reduced | 81,785 | 4,513 | 0.36% | 0.33% | 181 | -458 | -0.56% | Q1 2026 | May 06, 2026 |
| Cohen Klingenstein LLC | History | No change | 79,398 | 4,381 | 0.14% | 0.12% | 182 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Brentview Investment Management LLC | History | New | 78,510 | 4,332 | 1.87% | — | 183 | +78,510 | New | Q1 2026 | May 13, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Reduced | 72,610 | 4,007 | 0.53% | 0.52% | 184 | -6,330 | -8.02% | Q1 2026 | May 06, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | New | 70,151 | 3,871 | 0.04% | — | 185 | +70,151 | New | Q1 2026 | May 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 70,117 | 3,869 | 0.09% | 0.07% | 186 | +9,336 | 15.36% | Q1 2026 | May 11, 2026 |
| Farringdon Capital, Ltd. | History | Added to | 69,914 | 3,858 | 0.85% | 0.56% | 187 | +23,608 | 50.98% | Q1 2026 | May 15, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 69,439 | 3,832 | 0.94% | 0.88% | 188 | -157 | -0.23% | Q1 2026 | May 11, 2026 |
| Old Port Advisors | History | Added to | 68,665 | 3,789 | 0.87% | 0.82% | 189 | +338 | 0.49% | Q1 2026 | Apr 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 67,388 | 3,719 | 0.0% | 0.0% | 190 | +10,967 | 19.44% | Q1 2026 | May 14, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 67,092 | 3,702 | 0.22% | 0.19% | 191 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NKCFO LLC | History | No change | 66,800 | 3,687 | 1.09% | 0.95% | 192 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 66,727 | 3,682 | 0.06% | 0.05% | 193 | +8,223 | 14.06% | Q1 2026 | Apr 20, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 66,540 | 3,672 | 0.04% | 0.04% | 194 | -13,559 | -16.93% | Q1 2026 | May 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 66,530 | 3,671 | 0.04% | 0.19% | 195 | -278,256 | -80.7% | Q1 2026 | May 05, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 66,200 | 3,653 | 0.02% | 0.04% | 196 | -243,500 | -78.62% | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 64,469 | 3,558 | 0.28% | 0.25% | 197 | -757 | -1.16% | Q1 2026 | May 07, 2026 |
| Amundi | History | Reduced | 63,429 | 3,500 | 0.0% | 0.0% | 198 | -2,049 | -3.13% | Q1 2026 | May 15, 2026 |
| Cardinal Capital Management | History | Added to | 62,170 | 3,460 | 0.45% | 0.4% | 199 | +426 | 0.69% | Q1 2026 | Apr 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 61,836 | 3,412 | 0.01% | 0.01% | 200 | -10,203 | -14.16% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 61,375 | 3,387 | 0.01% | 0.01% | 201 | +5,797 | 10.43% | Q1 2026 | Apr 30, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | New | 60,200 | 3,322 | 0.34% | — | 202 | +60,200 | New | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 60,115 | 3,309 | 0.02% | 0.02% | 203 | -33,190 | -35.57% | Q1 2026 | May 15, 2026 |
| AIMZ Investment Advisors, LLC | History | Reduced | 59,334 | 3,274 | 1.01% | 0.85% | 204 | -1,489 | -2.45% | Q1 2026 | May 15, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 59,204 | 3,267 | 0.6% | 0.66% | 205 | -14,886 | -20.09% | Q1 2026 | May 01, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 58,611 | 3,234 | 0.04% | 0.02% | 206 | +28,423 | 94.15% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 65,878 | 3,233 | 0.02% | 0.02% | 207 | -3,520 | -5.07% | Q1 2026 | May 15, 2026 |
| LINCLUDEN MANAGEMENT LTD | History | Reduced | 58,371 | 3,221 | 0.34% | 0.3% | 208 | -42,506 | -42.14% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 58,370 | 3,221 | 0.04% | 0.04% | 209 | -14,802 | -20.23% | Q1 2026 | Apr 23, 2026 |
| Simmons Bank | History | Reduced | 57,886 | 3,194 | 0.21% | 0.2% | 210 | -2,636 | -4.36% | Q1 2026 | Apr 23, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 57,180 | 3,155 | 0.95% | 0.86% | 211 | -250 | -0.44% | Q1 2026 | May 05, 2026 |
| Verition Fund Management LLC | History | Reduced | 56,737 | 3,131 | 0.02% | 0.02% | 212 | -46,131 | -44.84% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 55,997 | 3,090 | 0.01% | 0.01% | 213 | -1,016 | -1.78% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 55,574 | 3,067 | 0.04% | 0.03% | 214 | +11,284 | 25.48% | Q1 2026 | May 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 55,198 | 3,046 | 0.09% | 0.08% | 215 | +3,736 | 7.26% | Q1 2026 | Apr 27, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 55,022 | 3,036 | 0.03% | 0.02% | 216 | +1,944 | 3.66% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 54,774 | 3,023 | 0.05% | 0.04% | 217 | +4,241 | 8.39% | Q1 2026 | Apr 14, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 53,990 | 2,979 | 1.66% | 1.49% | 218 | -2,178 | -3.88% | Q1 2026 | May 05, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 53,688 | 2,963 | 0.21% | 0.18% | 219 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Added to | 53,560 | 2,962 | 0.01% | 0.01% | 220 | +7,889 | 17.27% | Q1 2026 | May 13, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 53,330 | 2,943 | 0.28% | 0.21% | 221 | +8,133 | 17.99% | Q1 2026 | May 05, 2026 |
| Argent Advisors, Inc. | History | Reduced | 53,310 | 2,942 | 0.8% | 0.75% | 222 | -1,251 | -2.29% | Q1 2026 | Apr 24, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 52,356 | 2,889 | 0.16% | 0.14% | 223 | +28,315 | 117.78% | Q1 2026 | Apr 22, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 52,017 | 2,870 | 0.01% | 0.01% | 224 | +5,006 | 10.65% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 51,606 | 2,848 | 0.01% | 0.01% | 225 | -3,129 | -5.72% | Q1 2026 | Apr 24, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 51,272 | 2,829 | 1.25% | 1.3% | 226 | -6,776 | -11.67% | Q1 2026 | May 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 50,700 | 2,798 | 0.01% | 0.0% | 227 | +21,200 | 71.86% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 50,151 | 2,767 | 0.08% | 0.07% | 228 | +999 | 2.03% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 49,946 | 2,756 | 0.0% | 0.0% | 229 | +3,466 | 7.46% | Q1 2026 | May 15, 2026 |
| Ledyard National Bank | History | Added to | 49,944 | 2,756 | 0.24% | 0.21% | 230 | +640 | 1.3% | Q1 2026 | Apr 24, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 49,891 | 2,753 | 0.01% | 0.01% | 231 | +532 | 1.08% | Q1 2026 | May 13, 2026 |
| Haverford Trust Co | History | Reduced | 49,820 | 2,749 | 0.03% | 0.02% | 232 | -1,026 | -2.02% | Q1 2026 | May 11, 2026 |
| CHRISTINE MESSMER PC | History | Added to | 49,718 | 2,743 | 1.75% | 1.52% | 233 | +2,242 | 4.72% | Q1 2026 | Apr 21, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 49,164 | 2,713 | 0.05% | — | 234 | +49,164 | New | Q1 2026 | Apr 27, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 54,668 | 2,680 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 48,544 | 2,679 | 0.22% | 0.19% | 236 | -437 | -0.89% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 54,502 | 2,672 | 0.05% | 0.05% | 237 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Reduced | 47,842 | 2,640 | 0.03% | 0.05% | 238 | -38,452 | -44.56% | Q1 2026 | May 05, 2026 |
| First Bank & Trust | History | Reduced | 47,771 | 2,636 | 0.42% | 0.45% | 239 | -8,562 | -15.2% | Q1 2026 | Apr 10, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 46,941 | 2,590 | 0.09% | 0.07% | 240 | +5,995 | 14.64% | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 46,265 | 2,553 | 0.04% | 0.03% | 241 | +1,591 | 3.56% | Q1 2026 | Apr 07, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 45,512 | 2,530 | 0.09% | 0.15% | 242 | +26,867 | 144.1% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 45,737 | 2,524 | 0.03% | 0.04% | 243 | -6,598 | -12.61% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 45,333 | 2,522 | 0.06% | 0.04% | 244 | +2,877 | 6.78% | Q1 2026 | May 15, 2026 |
| Dorsey Wright & Associates | History | New | 45,693 | 2,521 | 0.31% | — | 245 | +45,693 | New | Q1 2026 | May 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 44,818 | 2,473 | 0.02% | 0.01% | 246 | -1,844 | -3.95% | Q1 2026 | May 15, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Added to | 44,445 | 2,473 | 1.88% | 1.64% | 247 | +533 | 1.21% | Q1 2026 | Apr 24, 2026 |
| Naviter Wealth, LLC | History | Added to | 43,754 | 2,435 | 0.3% | 0.27% | 248 | +1,682 | 4.0% | Q1 2026 | Apr 10, 2026 |
| Kendall Capital Management | History | Added to | 43,766 | 2,415 | 0.49% | 0.43% | 249 | +1,810 | 4.31% | Q1 2026 | Apr 24, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 43,109 | 2,379 | 0.12% | 0.09% | 250 | +7,272 | 20.29% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 43,081 | 2,377 | 0.03% | 0.03% | 251 | -1,277 | -2.88% | Q1 2026 | Apr 23, 2026 |
| DGS Capital Management, LLC | History | Added to | 42,695 | 2,356 | 0.39% | 0.33% | 252 | +2,761 | 6.91% | Q1 2026 | Apr 28, 2026 |
| Horizon Investments, LLC | History | Added to | 42,478 | 2,344 | 0.03% | 0.01% | 253 | +22,417 | 111.74% | Q1 2026 | May 14, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 42,432 | 2,341 | 0.39% | 0.31% | 254 | +5,209 | 13.99% | Q1 2026 | May 01, 2026 |
| CHOREO, LLC | History | Reduced | 41,306 | 2,300 | 0.03% | 0.03% | 255 | -2,411 | -5.52% | Q1 2026 | May 12, 2026 |
| Harvest Portfolios Group Inc. | History | Reduced | 41,500 | 2,290 | 0.04% | 0.04% | 256 | -5,700 | -12.08% | Q1 2026 | May 14, 2026 |
| BONNESS ENTERPRISES INC | History | No change | 41,480 | 2,289 | 0.84% | 0.7% | 257 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| M&T BANK CORP | History | Reduced | 40,799 | 2,251 | 0.01% | 0.01% | 258 | -1,028 | -2.46% | Q1 2026 | May 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 40,184 | 2,237 | 0.16% | 0.15% | 259 | +135 | 0.34% | Q1 2026 | Apr 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 40,423 | 2,230 | 0.0% | 0.0% | 260 | +34,519 | 584.67% | Q1 2026 | May 13, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 40,036 | 2,209 | 0.55% | 0.48% | 261 | +441 | 1.11% | Q1 2026 | Apr 27, 2026 |
| American Assets Investment Management, LLC | History | No change | 40,000 | 2,207 | 0.15% | 0.14% | 262 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 39,314 | 2,169 | 0.12% | 0.11% | 263 | +512 | 1.32% | Q1 2026 | Apr 16, 2026 |
| Compound Planning, Inc. | History | Added to | 38,998 | 2,152 | 0.07% | 0.05% | 264 | +1,012 | 2.66% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 38,945 | 2,149 | 0.02% | 0.02% | 265 | -13,775 | -26.13% | Q1 2026 | Apr 07, 2026 |
| Manske Wealth Management | History | Reduced | 38,569 | 2,128 | 0.6% | 0.57% | 266 | -434 | -1.11% | Q1 2026 | Apr 30, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 38,488 | 2,124 | 0.03% | 0.03% | 267 | -3,687 | -8.74% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Added to | 38,359 | 2,117 | 0.02% | 0.02% | 268 | +3,427 | 9.81% | Q1 2026 | Apr 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 38,170 | 2,106 | 0.01% | 0.0% | 269 | +12,784 | 50.36% | Q1 2026 | Apr 24, 2026 |
| United Bank | History | Added to | 38,083 | 2,101 | 0.7% | 0.62% | 270 | +747 | 2.0% | Q1 2026 | May 01, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 37,910 | 2,092 | 0.05% | 0.05% | 271 | -7,040 | -15.66% | Q1 2026 | Apr 29, 2026 |
| Vise Technologies, Inc. | History | No change | 42,671 | 2,092 | 0.04% | 0.04% | 272 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 37,729 | 2,082 | 0.02% | 0.01% | 273 | +4,656 | 14.08% | Q1 2026 | Apr 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 37,173 | 2,051 | 0.06% | 0.05% | 274 | -46 | -0.12% | Q1 2026 | Apr 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 37,146 | 2,050 | 0.01% | 0.0% | 275 | +25,073 | 207.68% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 36,983 | 2,041 | 0.02% | 0.01% | 276 | +9,064 | 32.47% | Q1 2026 | May 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 36,757 | 2,028 | 0.03% | 0.03% | 277 | -10,112 | -21.58% | Q1 2026 | May 12, 2026 |
| Csenge Advisory Group | History | Reduced | 35,786 | 1,975 | 0.09% | 0.1% | 278 | -9,604 | -21.16% | Q1 2026 | Apr 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 35,652 | 1,967 | 0.01% | 0.01% | 279 | +1,847 | 5.46% | Q1 2026 | Apr 30, 2026 |
| Royal Fund Management, LLC | History | Added to | 35,541 | 1,961 | 0.19% | 0.16% | 280 | +748 | 2.15% | Q1 2026 | May 19, 2026 |
| denkapparat Operations GmbH | History | Added to | 35,370 | 1,952 | 0.81% | 0.13% | 281 | +30,382 | 609.1% | Q1 2026 | May 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 34,385 | 1,897 | 0.0% | 0.0% | 282 | -12,650 | -26.89% | Q1 2026 | May 12, 2026 |
| Argent Trust Co | History | Reduced | 34,215 | 1,888 | 0.06% | 0.06% | 283 | -2,785 | -7.53% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 34,155 | 1,885 | 0.0% | 0.0% | 284 | +2,064 | 6.43% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 33,836 | 1,867 | 0.02% | 0.03% | 285 | -8,990 | -20.99% | Q1 2026 | Apr 28, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 32,957 | 1,845 | 0.01% | 0.01% | 287 | +12,229 | 59.0% | Q1 2026 | May 12, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 33,440 | 1,845 | 0.15% | 0.14% | 286 | -1,950 | -5.51% | Q1 2026 | May 01, 2026 |
| SATURNA CAPITAL CORP | History | Added to | 33,346 | 1,840 | 0.03% | 0.02% | 288 | +4,184 | 14.35% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 32,829 | 1,838 | 0.02% | 0.02% | 289 | +3,300 | 11.18% | Q1 2026 | Apr 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 32,856 | 1,828 | 0.04% | 0.03% | 290 | +2,794 | 9.29% | Q1 2026 | May 14, 2026 |
| Abundance Wealth Counselors | History | Reduced | 33,131 | 1,828 | 0.26% | 0.29% | 291 | -1,536 | -4.43% | Q1 2026 | Apr 22, 2026 |
| CenterStar Asset Management, LLC | History | New | 33,000 | 1,821 | 0.23% | — | 292 | +33,000 | New | Q1 2026 | May 01, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 32,919 | 1,816 | 0.17% | 0.16% | 293 | +302 | 0.93% | Q1 2026 | Apr 15, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 33,702 | 1,814 | 0.18% | 0.16% | 294 | -552 | -1.61% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 32,742 | 1,813 | 0.04% | 0.03% | 295 | +19,966 | 156.28% | Q1 2026 | Apr 27, 2026 |
| ICON ADVISERS INC/CO | History | No change | 32,800 | 1,810 | 0.42% | 0.35% | 296 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 32,701 | 1,804 | 0.03% | 0.03% | 297 | -3,523 | -9.73% | Q1 2026 | May 04, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 31,883 | 1,760 | 0.07% | 0.07% | 298 | -18 | -0.06% | Q1 2026 | May 12, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 31,080 | 1,723 | 0.48% | 0.45% | 299 | -3,186 | -9.3% | Q1 2026 | Apr 27, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 31,024 | 1,712 | 0.01% | 0.01% | 300 | +1,438 | 4.86% | Q1 2026 | May 05, 2026 |
| Archford Capital Strategies, LLC | History | New | 30,759 | 1,697 | 0.19% | — | 301 | +30,759 | New | Q1 2026 | Apr 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 30,267 | 1,670 | 0.09% | 0.07% | 302 | +4,435 | 17.17% | Q1 2026 | Apr 21, 2026 |
| InvesTrust | History | Reduced | 29,785 | 1,643 | 0.69% | 0.57% | 303 | -238 | -0.79% | Q1 2026 | Apr 07, 2026 |
| Parrish Capital LLC | History | Reduced | 29,588 | 1,632 | 1.45% | 1.34% | 304 | -639 | -2.11% | Q1 2026 | Apr 28, 2026 |
| SYON CAPITAL LLC | History | Added to | 29,471 | 1,626 | 0.08% | 0.07% | 305 | +398 | 1.37% | Q1 2026 | May 13, 2026 |
| DENALI ADVISORS LLC | History | Added to | 29,313 | 1,617 | 0.18% | 0.15% | 306 | +1,440 | 5.17% | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 29,100 | 1,606 | 0.0% | 0.0% | 307 | +23,556 | 424.89% | Q1 2026 | May 15, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 29,071 | 1,604 | 0.1% | 0.02% | 308 | +21,095 | 264.48% | Q1 2026 | May 14, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 28,800 | 1,589 | 0.25% | — | 309 | +28,800 | New | Q1 2026 | Apr 09, 2026 |
| Leo Wealth, LLC | History | Reduced | 28,737 | 1,585 | 0.12% | 0.12% | 310 | -3,829 | -11.76% | Q1 2026 | May 05, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 28,226 | 1,557 | 0.17% | — | 311 | +28,226 | New | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | Added to | 27,956 | 1,542 | 0.01% | 0.01% | 312 | +499 | 1.82% | Q1 2026 | May 15, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 27,939 | 1,541 | 0.06% | 0.05% | 313 | -21 | -0.08% | Q1 2026 | Apr 16, 2026 |
| NewSquare Capital LLC | History | Added to | 27,626 | 1,524 | 0.13% | 0.11% | 314 | +1,206 | 4.56% | Q1 2026 | May 08, 2026 |
| Choate Investment Advisors | History | Added to | 27,594 | 1,522 | 0.03% | 0.03% | 315 | +637 | 2.36% | Q1 2026 | May 13, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | No change | 27,532 | 1,519 | 0.22% | 0.19% | 316 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 27,042 | 1,504 | 0.01% | 0.01% | 317 | +2,210 | 8.9% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 26,410 | 1,457 | 0.01% | 0.01% | 318 | +11,839 | 81.25% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 26,084 | 1,451 | 0.04% | 0.03% | 319 | -127 | -0.48% | Q1 2026 | May 11, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 25,000 | 1,380 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Verity Asset Management, Inc. | History | Added to | 24,730 | 1,364 | 0.57% | 0.49% | 321 | +1,586 | 6.85% | Q1 2026 | Apr 21, 2026 |
| Qtron Investments LLC | History | Added to | 24,670 | 1,361 | 0.18% | 0.13% | 322 | +4,343 | 21.37% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 24,593 | 1,357 | 0.1% | 0.11% | 323 | -6,259 | -20.29% | Q1 2026 | Apr 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 26,565 | 1,352 | 0.04% | 0.05% | 324 | +1,286 | 5.09% | Q1 2026 | May 14, 2026 |
| Probity Advisors, Inc. | History | Reduced | 24,452 | 1,349 | 0.21% | 0.19% | 325 | -323 | -1.3% | Q1 2026 | Apr 28, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 24,419 | 1,347 | 0.01% | 0.02% | 326 | -473 | -1.9% | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | Reduced | 24,294 | 1,340 | 0.03% | 0.04% | 327 | -59,006 | -70.84% | Q1 2026 | May 14, 2026 |
| VeraBank, N.A. | History | No change | 24,269 | 1,339 | 0.25% | 0.22% | 328 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| V-Square Quantitative Management LLC | History | No change | 23,987 | 1,323 | 0.14% | 0.12% | 329 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 23,839 | 1,315 | 0.0% | 0.0% | 330 | -9,696 | -28.91% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 23,728 | 1,309 | 0.01% | 0.01% | 331 | +7,002 | 41.86% | Q1 2026 | May 15, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 23,354 | 1,300 | 0.25% | 0.19% | 332 | +1,571 | 7.21% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Reduced | 23,472 | 1,295 | 0.0% | 0.0% | 333 | -1,029 | -4.2% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Reduced | 23,359 | 1,289 | 0.01% | 0.01% | 334 | -8,466 | -26.6% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 22,481 | 1,273 | 0.0% | 0.0% | 335 | +5,876 | 35.39% | Q1 2026 | May 05, 2026 |
| Lafayette Investments, Inc. | History | Reduced | 23,060 | 1,272 | 0.26% | 0.22% | 336 | -240 | -1.03% | Q1 2026 | Apr 27, 2026 |
| TOWER TRUST & INVESTMENT Co | History | Added to | 23,007 | 1,269 | 0.83% | 0.71% | 337 | +43 | 0.19% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 22,819 | 1,259 | 0.01% | 0.01% | 338 | -962 | -4.05% | Q1 2026 | May 08, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 22,735 | 1,254 | 0.06% | 0.05% | 339 | +241 | 1.07% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Reduced | 22,713 | 1,253 | 0.03% | 0.04% | 340 | -9,806 | -30.15% | Q1 2026 | May 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 21,145 | 1,234 | 0.07% | 0.06% | 341 | +605 | 2.95% | Q1 2026 | Apr 17, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 24,429 | 1,230 | 0.08% | 0.08% | 342 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clearbridge Investments, LLC | History | Added to | 22,240 | 1,227 | 0.0% | 0.0% | 343 | +4,001 | 21.94% | Q1 2026 | May 13, 2026 |
| AdvisorShares Investments LLC | History | New | 22,100 | 1,219 | 0.22% | — | 344 | +22,100 | New | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 21,892 | 1,208 | 0.03% | 0.02% | 345 | -620 | -2.75% | Q1 2026 | Apr 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 21,848 | 1,205 | 0.02% | 0.01% | 346 | +15,750 | 258.28% | Q1 2026 | May 12, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | New | 21,626 | 1,193 | 0.01% | — | 347 | +21,626 | New | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 21,564 | 1,190 | 0.02% | 0.01% | 348 | -793 | -3.55% | Q1 2026 | Apr 21, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 21,472 | 1,185 | 0.05% | 0.05% | 349 | -1,251 | -5.51% | Q1 2026 | May 08, 2026 |
| LOM Asset Management Ltd | History | Reduced | 21,402 | 1,181 | 0.34% | 0.3% | 350 | -28 | -0.13% | Q1 2026 | May 05, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 21,392 | 1,180 | 0.06% | 0.05% | 351 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 20,651 | 1,139 | 0.02% | 0.02% | 353 | -170 | -0.82% | Q1 2026 | May 01, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | No change | 19,248 | 1,139 | 0.26% | 0.22% | 352 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Arax Advisory Partners | History | Reduced | 20,518 | 1,127 | 0.03% | 0.04% | 354 | -5,523 | -21.21% | Q1 2026 | May 13, 2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | History | Added to | 20,306 | 1,120 | 1.09% | 0.82% | 355 | +1,607 | 8.59% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 20,199 | 1,114 | 0.02% | 0.02% | 356 | -990 | -4.67% | Q1 2026 | May 14, 2026 |
| Hills Bank & Trust Co | History | Reduced | 20,139 | 1,111 | 0.05% | 0.08% | 357 | -8,561 | -29.83% | Q1 2026 | May 01, 2026 |
| Ballentine Partners, LLC | History | Added to | 20,090 | 1,108 | 0.02% | 0.01% | 358 | +1,945 | 10.72% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 20,367 | 1,104 | 0.04% | 0.03% | 359 | +5,484 | 36.85% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 19,806 | 1,093 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Waverly Advisors, LLC | History | Reduced | 19,730 | 1,088 | 0.01% | 0.01% | 361 | -652 | -3.2% | Q1 2026 | May 15, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | New | 38,314 | 1,046 | 0.05% | — | 362 | +38,314 | New | Q1 2026 | Apr 15, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 21,309 | 1,044 | 0.16% | 0.14% | 363 | -1,228 | -5.45% | Q1 2026 | Apr 22, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 18,823 | 1,038 | 0.0% | 0.0% | 364 | +5,379 | 40.01% | Q1 2026 | Apr 24, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 18,810 | 1,038 | 0.13% | 0.13% | 365 | -2,850 | -13.16% | Q1 2026 | Apr 07, 2026 |
| BAILARD, INC. | History | Added to | 18,617 | 1,027 | 0.02% | 0.02% | 366 | +640 | 3.56% | Q1 2026 | May 11, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 18,531 | 1,022 | 0.12% | 0.1% | 367 | +919 | 5.22% | Q1 2026 | Apr 27, 2026 |
| HB Wealth Management, LLC | History | Added to | 18,421 | 1,016 | 0.01% | 0.0% | 368 | +2,993 | 19.4% | Q1 2026 | Apr 27, 2026 |
| Intrua Financial, LLC | History | Reduced | 18,375 | 1,014 | 0.1% | 0.11% | 369 | -2,707 | -12.84% | Q1 2026 | Apr 23, 2026 |
| IHT Wealth Management, LLC | History | Added to | 18,575 | 1,009 | 0.02% | 0.02% | 370 | +3,565 | 23.75% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 17,971 | 991 | 0.05% | 0.05% | 371 | -487 | -2.64% | Q1 2026 | Apr 17, 2026 |
| Quintet Private Bank (Europe) S.A. | History | No change | 17,700 | 976 | 0.07% | 0.05% | 372 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 17,550 | 968 | 0.01% | 0.01% | 373 | -46,844 | -72.75% | Q1 2026 | Apr 29, 2026 |
| Ellevest, Inc. | History | Reduced | 17,417 | 961 | 0.13% | 0.12% | 374 | -754 | -4.15% | Q1 2026 | May 11, 2026 |
| Hudson Portfolio Management LLC | History | Reduced | 17,234 | 951 | 0.8% | 0.8% | 375 | -1,728 | -9.11% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 17,074 | 942 | 0.02% | 0.01% | 376 | +2,252 | 15.19% | Q1 2026 | Apr 21, 2026 |
| AMI ASSET MANAGEMENT CORP | History | Reduced | 17,012 | 938 | 0.06% | 0.05% | 377 | -96 | -0.56% | Q1 2026 | Apr 23, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 16,915 | 933 | 0.01% | 0.01% | 378 | -45 | -0.27% | Q1 2026 | May 15, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 16,873 | 931 | 0.48% | 0.45% | 379 | -784 | -4.44% | Q1 2026 | Apr 27, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 16,779 | 926 | 0.01% | 0.02% | 380 | -74,432 | -81.6% | Q1 2026 | Apr 15, 2026 |
| Range Financial Group LLC | History | Reduced | 16,759 | 924 | 0.31% | 0.29% | 381 | -281 | -1.65% | Q1 2026 | Apr 30, 2026 |
| RFG Advisory, LLC | History | Reduced | 16,623 | 917 | 0.02% | 0.03% | 382 | -10,663 | -39.08% | Q1 2026 | Apr 17, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 16,632 | 917 | 0.3% | 0.3% | 383 | -2,275 | -12.03% | Q1 2026 | Apr 22, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 16,592 | 915 | 0.05% | 0.04% | 384 | -50 | -0.3% | Q1 2026 | Apr 13, 2026 |
| NBT BANK N A /NY | History | Added to | 16,568 | 914 | 0.06% | 0.05% | 385 | +315 | 1.94% | Q1 2026 | Apr 28, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 16,556 | 913 | 0.01% | 0.02% | 386 | -2,565 | -13.41% | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 16,515 | 911 | 0.01% | 0.01% | 387 | -1,522 | -8.44% | Q1 2026 | Apr 20, 2026 |
| INGALLS & SNYDER LLC | History | No change | 16,472 | 909 | 0.03% | 0.03% | 388 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gallacher Capital Management LLC | History | Added to | 16,183 | 893 | 0.34% | 0.3% | 389 | +414 | 2.63% | Q1 2026 | May 05, 2026 |
| Savant Capital, LLC | History | Added to | 16,173 | 892 | 0.0% | 0.0% | 390 | +4,256 | 35.71% | Q1 2026 | May 04, 2026 |
| China Universal Asset Management Co., Ltd. | History | New | 16,000 | 889 | 0.07% | 0.0% | 391 | +16,000 | New | Q1 2026 | Apr 27, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 16,088 | 888 | 0.03% | 0.04% | 392 | -11,449 | -41.58% | Q1 2026 | May 15, 2026 |
| MEYER HANDELMAN CO | History | Reduced | 16,027 | 884 | 0.03% | 0.03% | 393 | -1,305 | -7.53% | Q1 2026 | Apr 20, 2026 |
| Cadence Bank | History | No change | 17,982 | 881 | 0.05% | 0.05% | 394 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| F/m Investments LLC | History | Reduced | 15,860 | 875 | 0.06% | 0.08% | 397 | -28,427 | -64.19% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 15,731 | 875 | 0.01% | 0.01% | 396 | +8,166 | 107.94% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 15,868 | 875 | 0.0% | 0.0% | 395 | -164 | -1.02% | Q1 2026 | May 14, 2026 |
| XML Financial, LLC | History | Reduced | 15,735 | 868 | 0.07% | 0.08% | 398 | -3,553 | -18.42% | Q1 2026 | Apr 16, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 15,716 | 867 | 0.01% | 0.01% | 399 | +1,003 | 6.82% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 15,618 | 861 | 0.01% | 0.02% | 400 | +263 | 1.71% | Q1 2026 | May 12, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 15,430 | 856 | 0.12% | 0.08% | 401 | +5,415 | 54.07% | Q1 2026 | Apr 30, 2026 |
| Investors Research Corp | History | Reduced | 15,528 | 856 | 0.16% | 0.16% | 402 | -2,480 | -13.77% | Q1 2026 | Apr 03, 2026 |
| Total Wealth Planning & Management, Inc. | History | Reduced | 15,297 | 844 | 0.62% | 0.6% | 403 | -1,084 | -6.62% | Q1 2026 | May 05, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 15,272 | 842 | 0.06% | 0.05% | 404 | -138 | -0.9% | Q1 2026 | Apr 29, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 15,163 | 836 | 0.0% | 0.0% | 405 | -445 | -2.85% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 15,093 | 832 | 0.0% | 0.0% | 406 | -917 | -5.73% | Q1 2026 | May 08, 2026 |
| Summit Global Investments | History | Added to | 15,004 | 828 | 0.05% | 0.03% | 407 | +3,364 | 28.9% | Q1 2026 | May 07, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 14,914 | 823 | 0.17% | 0.21% | 408 | -4,872 | -24.62% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 14,883 | 821 | 0.01% | 0.01% | 409 | -876 | -5.56% | Q1 2026 | May 06, 2026 |
| Abel Hall, LLC | History | Reduced | 14,816 | 817 | 0.17% | 0.27% | 410 | -8,876 | -37.46% | Q1 2026 | Apr 28, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 14,783 | 815 | 0.11% | 0.15% | 411 | -8,293 | -35.94% | Q1 2026 | Apr 23, 2026 |
| Buckley Wealth Management, LLC | History | New | 14,580 | 811 | 0.21% | — | 412 | +14,580 | New | Q1 2026 | May 13, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Reduced | 14,660 | 809 | 0.19% | 0.17% | 413 | -250 | -1.68% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 14,610 | 806 | 0.0% | — | 415 | +14,610 | New | Q1 2026 | May 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 14,576 | 806 | 0.01% | 0.01% | 414 | +1,361 | 10.3% | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Added to | 14,562 | 804 | 0.0% | 0.0% | 417 | +704 | 5.08% | Q1 2026 | May 06, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 14,573 | 804 | 0.04% | 0.04% | 416 | +184 | 1.28% | Q1 2026 | Apr 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 14,400 | 794 | 0.04% | 0.03% | 418 | +1,458 | 11.27% | Q1 2026 | Apr 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 13,995 | 772 | 0.02% | 0.02% | 419 | +82 | 0.59% | Q1 2026 | Apr 30, 2026 |
| Emerald Investment Advisers, LLC | History | New | 13,819 | 762 | 0.07% | — | 420 | +13,819 | New | Q1 2026 | May 11, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 13,794 | 761 | 0.02% | 0.02% | 421 | +690 | 5.27% | Q1 2026 | May 12, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 13,543 | 753 | 0.17% | 0.15% | 422 | -206 | -1.5% | Q1 2026 | Apr 23, 2026 |
| Yoffe Investment Management, LLC | History | No change | 13,657 | 753 | 0.96% | 0.85% | 423 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 13,453 | 742 | 0.03% | 0.02% | 424 | -2,093 | -13.46% | Q1 2026 | Apr 24, 2026 |
| Versant Capital Management, Inc | History | Added to | 13,413 | 740 | 0.07% | 0.07% | 425 | +2,071 | 18.26% | Q1 2026 | Apr 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 13,350 | 736 | 0.02% | 0.02% | 426 | -1,768 | -11.69% | Q1 2026 | Apr 23, 2026 |
| World Investment Advisors | History | Reduced | 13,331 | 735 | 0.01% | 0.01% | 427 | -2,803 | -17.37% | Q1 2026 | Apr 27, 2026 |
| NWAM LLC | History | Added to | 13,331 | 735 | 0.04% | 0.04% | 428 | +534 | 4.17% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Added to | 13,296 | 733 | 0.0% | 0.0% | 429 | +2,058 | 18.31% | Q1 2026 | May 14, 2026 |
| Heritage Trust Co | History | No change | 13,175 | 727 | 0.07% | 0.07% | 430 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 13,157 | 726 | 0.13% | 0.13% | 431 | -2,242 | -14.56% | Q1 2026 | Apr 23, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 13,144 | 725 | 0.25% | 0.21% | 432 | +143 | 1.1% | Q1 2026 | Apr 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 13,121 | 724 | 0.04% | 0.04% | 433 | +25 | 0.19% | Q1 2026 | May 07, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 13,106 | 723 | 0.07% | 0.06% | 434 | +1,464 | 12.58% | Q1 2026 | May 06, 2026 |
| Ignite Planners, LLC | History | Reduced | 12,947 | 712 | 0.11% | 0.11% | 436 | -618 | -4.56% | Q1 2026 | Apr 17, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | No change | 12,902 | 712 | 0.51% | 0.53% | 435 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 12,884 | 711 | 0.01% | 0.01% | 437 | -9,508 | -42.46% | Q1 2026 | Apr 28, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 12,815 | 707 | 0.01% | 0.01% | 438 | -208 | -1.6% | Q1 2026 | May 14, 2026 |
| J2 Capital Management Inc | History | Reduced | 12,752 | 703 | 0.48% | 0.47% | 439 | -443 | -3.36% | Q1 2026 | Apr 21, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 12,735 | 702 | 0.01% | 0.01% | 440 | -1,709 | -11.83% | Q1 2026 | May 01, 2026 |
| Norway Savings Bank | History | Added to | 12,724 | 702 | 0.33% | 0.26% | 441 | +1,096 | 9.43% | Q1 2026 | Apr 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 12,710 | 701 | 0.01% | 0.07% | 442 | -58,077 | -82.04% | Q1 2026 | Apr 27, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 12,559 | 693 | 0.01% | 0.01% | 443 | -881 | -6.56% | Q1 2026 | May 12, 2026 |
| Genus Capital Management Inc. | History | Added to | 12,510 | 690 | 0.08% | 0.07% | 444 | +430 | 3.56% | Q1 2026 | May 01, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Reduced | 12,441 | 686 | 0.29% | 0.32% | 445 | -2,358 | -15.93% | Q1 2026 | May 06, 2026 |
| Boltwood Capital Management | History | Added to | 12,388 | 683 | 0.17% | 0.15% | 446 | +365 | 3.04% | Q1 2026 | Apr 07, 2026 |
| Huber Capital Management LLC | History | Reduced | 12,329 | 680 | 0.11% | 0.09% | 447 | -80 | -0.64% | Q1 2026 | May 12, 2026 |
| Michels Family Financial, LLC | History | Reduced | 12,111 | 668 | 0.48% | 0.46% | 448 | -640 | -5.02% | Q1 2026 | Apr 24, 2026 |
| COMMERCE BANK | History | Added to | 12,094 | 667 | 0.0% | 0.0% | 449 | +4,276 | 54.69% | Q1 2026 | May 11, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 11,950 | 659 | 0.03% | 0.03% | 450 | +130 | 1.1% | Q1 2026 | May 04, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 11,929 | 658 | 0.13% | 0.17% | 452 | -5,101 | -29.95% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 11,923 | 658 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gibbs Wealth Management | History | New | 11,863 | 654 | 0.09% | — | 453 | +11,863 | New | Q1 2026 | May 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 11,772 | 649 | 0.09% | 0.08% | 454 | -21 | -0.18% | Q1 2026 | Apr 15, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Reduced | 11,688 | 645 | 0.23% | 0.21% | 455 | -400 | -3.31% | Q1 2026 | May 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 11,660 | 643 | 0.01% | 0.01% | 456 | +1,410 | 13.76% | Q1 2026 | May 11, 2026 |
| GeoWealth Management, LLC | History | Added to | 11,642 | 642 | 0.02% | 0.02% | 457 | +717 | 6.56% | Q1 2026 | May 13, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 11,017 | 636 | 0.04% | 0.04% | 458 | -599 | -5.16% | Q1 2026 | Apr 20, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 11,492 | 634 | 0.01% | 0.01% | 459 | -1,180 | -9.31% | Q1 2026 | May 15, 2026 |
| PCM Encore, LLC | History | Added to | 11,481 | 633 | 0.13% | 0.11% | 460 | +699 | 6.48% | Q1 2026 | May 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 12,860 | 632 | 0.03% | 0.03% | 461 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tripletail Wealth Management, LLC | History | Reduced | 11,142 | 631 | 0.86% | 0.72% | 462 | -500 | -4.29% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 11,363 | 627 | 0.0% | 0.0% | 463 | -11,905 | -51.16% | Q1 2026 | Apr 16, 2026 |
| Beacon Financial Strategies CORP | History | No change | 11,358 | 626 | 0.36% | 0.31% | 464 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 11,280 | 622 | 0.01% | 0.01% | 465 | -2,847 | -20.15% | Q1 2026 | Apr 20, 2026 |
| Jacobi Capital Management LLC | History | Added to | 11,147 | 615 | 0.03% | 0.03% | 466 | +50 | 0.45% | Q1 2026 | May 13, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Reduced | 11,110 | 613 | 0.01% | 0.02% | 467 | -22,787 | -67.22% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | New | 11,000 | 607 | 0.0% | — | 468 | +11,000 | New | Q1 2026 | May 11, 2026 |
| Texas Bank & Trust Co | History | Reduced | 10,934 | 603 | 0.23% | 0.27% | 469 | -4,244 | -27.96% | Q1 2026 | Apr 30, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 10,836 | 598 | 0.01% | 0.01% | 470 | -1,218 | -10.1% | Q1 2026 | Apr 10, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 10,809 | 596 | 0.02% | 0.02% | 471 | -1,657 | -13.29% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 10,814 | 596 | 0.03% | 0.02% | 472 | +1,134 | 11.71% | Q1 2026 | Apr 28, 2026 |
| Landmark Wealth Management, LLC | History | New | 10,737 | 592 | 0.16% | — | 473 | +10,737 | New | Q1 2026 | Apr 29, 2026 |
| AlphaCore Capital LLC | History | Reduced | 10,572 | 588 | 0.01% | 0.02% | 474 | -10,646 | -50.17% | Q1 2026 | May 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 10,638 | 587 | 0.03% | 0.03% | 475 | +158 | 1.51% | Q1 2026 | May 14, 2026 |
| Beutel, Goodman & Co Ltd. | History | Reduced | 10,630 | 586 | 0.0% | 0.0% | 476 | -3,690 | -25.77% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 10,510 | 580 | 0.02% | 0.02% | 477 | +6,415 | 156.65% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 10,490 | 578 | 0.03% | 0.02% | 478 | +792 | 8.17% | Q1 2026 | Apr 06, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 10,443 | 576 | 0.0% | 0.0% | 479 | -10,533 | -50.21% | Q1 2026 | May 08, 2026 |
| BSW Wealth Partners | History | Reduced | 10,446 | 576 | 0.07% | 0.07% | 480 | -613 | -5.54% | Q1 2026 | Apr 14, 2026 |
| Ballew Advisors, Inc | History | Reduced | 9,760 | 569 | 0.32% | 0.27% | 481 | -4 | -0.04% | Q1 2026 | Apr 10, 2026 |
| Code Waechter LLC | History | Reduced | 10,307 | 568 | 0.34% | 0.38% | 482 | -1,923 | -15.72% | Q1 2026 | Apr 15, 2026 |
| SG Trading Solutions, LLC | History | No change | 11,567 | 567 | 0.13% | 0.13% | 483 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 10,238 | 565 | 0.05% | 0.05% | 484 | -802 | -7.26% | Q1 2026 | Apr 09, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 10,028 | 553 | 0.01% | 0.01% | 485 | -1,002 | -9.08% | Q1 2026 | May 07, 2026 |
| May Hill Capital, LLC | History | Added to | 9,944 | 548 | 0.14% | 0.11% | 488 | +1,764 | 21.56% | Q1 2026 | May 06, 2026 |
| PFG Investments, LLC | History | Added to | 9,933 | 548 | 0.03% | 0.02% | 487 | +471 | 4.98% | Q1 2026 | Apr 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 9,946 | 548 | 0.02% | 0.02% | 486 | +78 | 0.79% | Q1 2026 | Apr 28, 2026 |
| Burns Matteson Capital Management, LLC | History | New | 9,758 | 538 | 0.2% | — | 490 | +9,758 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 9,751 | 538 | 0.03% | 0.03% | 489 | -258 | -2.58% | Q1 2026 | Apr 23, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 9,617 | 530 | 0.01% | 0.02% | 491 | -5,315 | -35.59% | Q1 2026 | May 08, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Reduced | 9,600 | 529 | 0.03% | 0.07% | 492 | -20,000 | -67.57% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 9,553 | 527 | 0.01% | 0.01% | 493 | +637 | 7.14% | Q1 2026 | May 11, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 9,533 | 526 | 0.17% | 0.11% | 494 | +1,969 | 26.03% | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 10,261 | 521 | 0.04% | 0.04% | 496 | -451 | -4.21% | Q1 2026 | May 12, 2026 |
| North Star Investment Management Corp. | History | Added to | 9,443 | 521 | 0.03% | 0.03% | 495 | +9 | 0.1% | Q1 2026 | Apr 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 9,424 | 520 | 0.01% | 0.01% | 497 | +1,405 | 17.52% | Q1 2026 | May 07, 2026 |
| Portside Wealth Group, LLC | History | New | 9,358 | 516 | 0.07% | — | 498 | +9,358 | New | Q1 2026 | May 12, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 9,343 | 515 | 0.3% | 0.25% | 500 | +678 | 7.82% | Q1 2026 | May 11, 2026 |
| CHICAGO TRUST Co NA | History | Added to | 9,334 | 515 | 0.08% | 0.07% | 499 | +327 | 3.63% | Q1 2026 | Apr 24, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 9,307 | 513 | 0.02% | 0.02% | 501 | -337 | -3.49% | Q1 2026 | May 12, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 9,280 | 512 | 0.03% | 0.03% | 502 | +1,637 | 21.42% | Q1 2026 | Apr 28, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 9,237 | 509 | 0.02% | 0.02% | 504 | +280 | 3.13% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 9,234 | 509 | 0.01% | 0.01% | 503 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Alliance Wealth Advisors, LLC | History | Reduced | 9,073 | 500 | 0.22% | 0.2% | 505 | -302 | -3.22% | Q1 2026 | May 13, 2026 |
| Frec Markets, Inc. | History | Added to | 9,049 | 499 | 0.08% | 0.11% | 507 | +1,463 | 19.29% | Q1 2026 | May 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 9,051 | 499 | 0.02% | 0.01% | 506 | +969 | 11.99% | Q1 2026 | May 11, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 8,997 | 496 | 0.22% | 0.18% | 508 | +322 | 3.71% | Q1 2026 | Apr 16, 2026 |
| INTRUST BANK NA | History | Reduced | 8,905 | 491 | 0.04% | 0.05% | 509 | -3,738 | -29.57% | Q1 2026 | May 06, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 8,885 | 490 | 0.0% | 0.0% | 510 | -1,602 | -15.28% | Q1 2026 | May 08, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 8,799 | 489 | 0.17% | 0.19% | 511 | -1,907 | -17.81% | Q1 2026 | May 04, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 8,801 | 485 | 0.01% | 0.01% | 512 | +1,464 | 19.95% | Q1 2026 | May 05, 2026 |
| Alan B Lancz & Associates, Inc. | History | Reduced | 8,750 | 482 | 0.47% | 0.41% | 513 | -870 | -9.04% | Q1 2026 | May 05, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 8,655 | 477 | 0.14% | 0.11% | 514 | -5 | -0.06% | Q1 2026 | Apr 16, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 8,583 | 473 | 0.0% | 0.0% | 515 | +1,236 | 16.82% | Q1 2026 | May 01, 2026 |
| Ipswich Investment Management Co., Inc. | History | No change | 8,526 | 470 | 0.11% | 0.1% | 516 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 8,530 | 470 | 0.13% | 0.12% | 517 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 8,483 | 468 | 0.01% | 0.01% | 519 | +695 | 8.92% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Added to | 8,494 | 468 | 0.01% | 0.01% | 518 | +309 | 3.78% | Q1 2026 | May 12, 2026 |
| Wealthstar Advisors, LLC | History | New | 8,471 | 467 | 0.22% | — | 520 | +8,471 | New | Q1 2026 | Apr 27, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 8,449 | 466 | 0.0% | 0.0% | 521 | -1,660 | -16.42% | Q1 2026 | May 14, 2026 |
| FLC Capital Advisors | History | Reduced | 8,443 | 465 | 0.08% | 0.08% | 522 | -568 | -6.3% | Q1 2026 | May 01, 2026 |
| Quadrature Capital Ltd | History | Reduced | 8,425 | 464 | 0.01% | 0.05% | 523 | -87,904 | -91.25% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Reduced | 8,406 | 463 | 0.01% | 0.01% | 524 | -44 | -0.52% | Q1 2026 | May 12, 2026 |
| CHELSEA COUNSEL CO | History | No change | 9,360 | 462 | 0.2% | 0.2% | 525 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 8,363 | 461 | 0.05% | 0.05% | 527 | -201 | -2.35% | Q1 2026 | May 05, 2026 |
| Covenant Partners, LLC | History | No change | 9,414 | 461 | 0.13% | 0.13% | 526 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Herold Advisors, Inc. | History | Added to | 8,351 | 460 | 0.1% | 0.09% | 528 | +240 | 2.96% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 8,881 | 456 | 0.01% | — | 529 | +8,881 | New | Q1 2026 | May 01, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 8,212 | 453 | 0.1% | 0.15% | 531 | -5,754 | -41.2% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Added to | 8,222 | 453 | 0.03% | 0.02% | 530 | +942 | 12.94% | Q1 2026 | May 14, 2026 |
| Keystone Financial Group | History | Reduced | 8,206 | 452 | 0.03% | 0.03% | 532 | -871 | -9.6% | Q1 2026 | May 13, 2026 |
| AMG National Trust Bank | History | Added to | 8,183 | 451 | 0.01% | 0.01% | 533 | +1,820 | 28.6% | Q1 2026 | May 04, 2026 |
| Investment Research Partners LLC | History | Reduced | 8,189 | 451 | 0.18% | 0.17% | 534 | -67 | -0.81% | Q1 2026 | Apr 29, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 8,108 | 447 | 0.02% | 0.02% | 535 | -20 | -0.25% | Q1 2026 | May 06, 2026 |
| SITTNER & NELSON, LLC | History | No change | 8,053 | 444 | 0.16% | 0.17% | 536 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Chicago Capital, LLC | History | No change | 8,015 | 442 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Colonial Trust Co / SC | History | Reduced | 8,000 | 441 | 0.06% | 0.05% | 539 | -33 | -0.41% | Q1 2026 | May 12, 2026 |
| CVA Family Office, LLC | History | No change | 8,000 | 441 | 0.05% | 0.05% | 538 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 7,988 | 440 | 0.1% | 0.1% | 540 | -357 | -4.28% | Q1 2026 | Apr 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 8,110 | 439 | 0.03% | 0.03% | 541 | -5,577 | -40.75% | Q1 2026 | Apr 24, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 7,917 | 436 | 0.01% | 0.01% | 542 | -1,620 | -16.99% | Q1 2026 | May 04, 2026 |
| Cetera Trust Company, N.A | History | No change | 7,845 | 432 | 0.24% | 0.21% | 543 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cane Capital Partners, LLC | History | Reduced | 7,790 | 429 | 0.19% | 0.16% | 544 | -600 | -7.15% | Q1 2026 | Apr 24, 2026 |
| Cravens & Co Advisors, LLC | History | Added to | 7,751 | 427 | 0.28% | 0.25% | 545 | +184 | 2.43% | Q1 2026 | May 13, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 7,716 | 425 | 0.24% | 0.22% | 546 | -139 | -1.77% | Q1 2026 | Apr 22, 2026 |
| GREENLEAF TRUST | History | Added to | 7,685 | 424 | 0.0% | 0.0% | 547 | +83 | 1.09% | Q1 2026 | Apr 27, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 7,680 | 423 | 0.01% | 0.01% | 548 | +866 | 12.71% | Q1 2026 | Apr 10, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 7,671 | 423 | 0.02% | 0.02% | 549 | +767 | 11.11% | Q1 2026 | May 11, 2026 |
| Glenview Trust Co | History | No change | 7,582 | 418 | 0.01% | 0.01% | 550 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 7,571 | 417 | 0.05% | 0.07% | 552 | -3,046 | -28.69% | Q1 2026 | Apr 27, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 7,562 | 417 | 0.05% | 0.04% | 551 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Composition Wealth, LLC | History | Added to | 7,555 | 416 | 0.01% | 0.01% | 553 | +302 | 4.16% | Q1 2026 | Apr 08, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 7,465 | 415 | 0.06% | — | 554 | +7,465 | New | Q1 2026 | May 14, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 7,515 | 414 | 0.1% | 0.09% | 555 | -91 | -1.2% | Q1 2026 | May 01, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 7,504 | 414 | 0.21% | 0.18% | 556 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sentry LLC | History | No change | 7,468 | 412 | 0.13% | 0.1% | 557 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 7,461 | 411 | 0.0% | 0.0% | 558 | +1,173 | 18.65% | Q1 2026 | May 13, 2026 |
| Entelevest, LLC | History | Added to | 7,400 | 408 | 0.41% | 0.28% | 559 | +1,619 | 28.01% | Q1 2026 | May 04, 2026 |
| JMN Financial LLC | History | Added to | 7,288 | 405 | 0.4% | 0.35% | 560 | +195 | 2.75% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 7,318 | 404 | 0.01% | 0.01% | 561 | -421 | -5.44% | Q1 2026 | Apr 21, 2026 |
| HF Advisory Group, LLC | History | Reduced | 7,319 | 403 | 0.14% | 0.15% | 562 | -1,327 | -15.35% | Q1 2026 | Apr 21, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 7,301 | 400 | 0.0% | 0.0% | 563 | +1,626 | 28.65% | Q1 2026 | Apr 30, 2026 |
| SOL Capital Management CO | History | New | 10,322 | 399 | 0.19% | — | 566 | +10,322 | New | Q1 2026 | Apr 24, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 7,241 | 399 | 0.0% | 0.0% | 564 | -175 | -2.36% | Q1 2026 | May 11, 2026 |
| McMillan Office, Inc. | History | No change | 7,241 | 399 | 0.05% | 0.04% | 565 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 7,227 | 398 | 0.02% | 0.02% | 567 | -1,311 | -15.35% | Q1 2026 | Apr 28, 2026 |
| Sowell Financial Services LLC | History | Added to | 7,201 | 397 | 0.01% | 0.01% | 568 | +1,199 | 19.98% | Q1 2026 | Apr 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 7,173 | 395 | 0.01% | 0.01% | 569 | -1,053 | -12.8% | Q1 2026 | May 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 7,149 | 394 | 0.07% | 0.06% | 570 | +246 | 3.56% | Q1 2026 | Apr 28, 2026 |
| Essex Financial Services, Inc. | History | Added to | 7,103 | 392 | 0.02% | 0.02% | 571 | +1,073 | 17.79% | Q1 2026 | Apr 24, 2026 |
| RKL Wealth Management LLC | History | No change | 7,083 | 390 | 0.04% | 0.03% | 572 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 7,017 | 387 | 0.26% | 0.23% | 573 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Innova Wealth Partners | History | Reduced | 6,940 | 383 | 0.18% | 0.2% | 574 | -1,011 | -12.72% | Q1 2026 | Apr 24, 2026 |
| PLIMOTH TRUST CO LLC | History | No change | 6,920 | 381 | 0.09% | 0.08% | 575 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| OneAscent Financial Services LLC | History | Added to | 6,876 | 379 | 0.02% | 0.02% | 576 | +2,207 | 47.27% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 6,838 | 377 | 0.01% | 0.01% | 577 | -382 | -5.29% | Q1 2026 | May 15, 2026 |
| Canal Capital Management, LLC | History | No change | 6,800 | 375 | 0.05% | 0.05% | 578 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 6,684 | 373 | 0.01% | 0.01% | 580 | -4,053 | -37.75% | Q1 2026 | May 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 6,760 | 373 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VIAWEALTH, LLC | History | Reduced | 6,735 | 371 | 0.21% | 0.19% | 581 | -1 | -0.01% | Q1 2026 | May 11, 2026 |
| Proactive Wealth Strategies LLC | History | New | 6,688 | 369 | 0.07% | — | 582 | +6,688 | New | Q1 2026 | Apr 29, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | Reduced | 6,673 | 368 | 0.01% | 0.01% | 583 | -51 | -0.76% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 6,646 | 366 | 0.03% | 0.05% | 584 | -10,215 | -60.58% | Q1 2026 | May 14, 2026 |
| West Family Investments, Inc. | History | Reduced | 6,546 | 361 | 0.13% | 0.12% | 585 | -3,643 | -35.75% | Q1 2026 | May 07, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | New | 6,520 | 359 | 0.03% | — | 586 | +6,520 | New | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 6,499 | 358 | 0.01% | 0.01% | 587 | +79 | 1.23% | Q1 2026 | Apr 08, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 6,475 | 357 | 0.06% | 0.06% | 588 | +78 | 1.22% | Q1 2026 | Apr 29, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 6,461 | 356 | 0.01% | 0.22% | 589 | -168,623 | -96.31% | Q1 2026 | Apr 07, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 6,442 | 355 | 0.02% | 0.09% | 591 | -23,046 | -78.15% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 6,445 | 355 | 0.01% | 0.01% | 590 | -955 | -12.91% | Q1 2026 | May 15, 2026 |
| PDS Planning, Inc | History | Added to | 6,432 | 354 | 0.02% | 0.02% | 592 | +21 | 0.33% | Q1 2026 | Apr 21, 2026 |
| Aull & Monroe Investment Management Corp | History | No change | 6,408 | 353 | 0.16% | 0.16% | 593 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| REXFORD CAPITAL INC | History | No change | 6,376 | 351 | 0.25% | 0.24% | 594 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 6,309 | 348 | 0.04% | 0.04% | 595 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 6,281 | 346 | 0.01% | 0.0% | 596 | +1,893 | 43.14% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 6,260 | 345 | 0.01% | 0.01% | 597 | -60 | -0.95% | Q1 2026 | May 06, 2026 |
| Five Oceans Advisors | History | No change | 6,261 | 345 | 0.12% | 0.11% | 598 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CULTIVAR CAPITAL, INC. | History | No change | 6,228 | 343 | 0.22% | 0.2% | 599 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Hexagon Capital Partners LLC | History | New | 6,161 | 340 | 0.05% | — | 601 | +6,161 | New | Q1 2026 | May 04, 2026 |
| Resonant Capital Advisors, LLC | History | New | 6,131 | 340 | 0.02% | — | 600 | +6,131 | New | Q1 2026 | Apr 29, 2026 |
| Legal Advantage Investments, Inc. | History | No change | 6,150 | 339 | 0.18% | 0.14% | 602 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Shulman DeMeo Asset Management LLC | History | New | 6,142 | 338 | 0.07% | — | 603 | +6,142 | New | Q1 2026 | Apr 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6,092 | 336 | 0.01% | 0.01% | 604 | +2,457 | 67.59% | Q1 2026 | May 15, 2026 |
| Keystone Financial Planning, Inc. | History | Added to | 6,084 | 335 | 0.09% | 0.07% | 606 | +1,432 | 30.78% | Q1 2026 | Apr 09, 2026 |
| SYM FINANCIAL Corp | History | Added to | 6,088 | 335 | 0.03% | 0.03% | 605 | +48 | 0.79% | Q1 2026 | May 08, 2026 |
| Seed Wealth Management, Inc. | History | No change | 6,080 | 335 | 0.23% | 0.21% | 607 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 6,062 | 334 | 0.01% | 0.5% | 609 | -351,755 | -98.31% | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 6,055 | 334 | 0.05% | 0.07% | 608 | -4,040 | -40.02% | Q1 2026 | May 13, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 6,031 | 332 | 0.05% | 0.05% | 611 | -412 | -6.39% | Q1 2026 | Apr 09, 2026 |
| DV EQUITIES, LLC | History | No change | 6,770 | 332 | 0.06% | 0.06% | 610 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 5,962 | 329 | 0.03% | — | 613 | +5,962 | New | Q1 2026 | Apr 08, 2026 |
| Corient IA LLC | History | No change | 5,970 | 329 | 0.31% | 0.27% | 612 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 5,933 | 327 | 0.03% | 0.04% | 614 | -571 | -8.78% | Q1 2026 | May 12, 2026 |
| Northstar Financial Companies, Inc. | History | Reduced | 5,939 | 327 | 0.26% | 0.24% | 615 | -300 | -4.81% | Q1 2026 | May 05, 2026 |
| Alchemi Wealth, LLC | History | No change | 5,943 | 327 | 0.18% | 0.16% | 616 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 5,910 | 326 | 0.01% | 0.01% | 617 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 5,892 | 325 | 0.1% | 0.07% | 618 | +859 | 17.07% | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 5,889 | 323 | 0.0% | — | 620 | +5,889 | New | Q1 2026 | May 12, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 5,853 | 323 | 0.0% | 0.0% | 619 | -800 | -12.02% | Q1 2026 | May 08, 2026 |
| CENTRAL TRUST Co | History | Reduced | 5,845 | 322 | 0.01% | 0.01% | 621 | -250 | -4.1% | Q1 2026 | Apr 17, 2026 |
| BLB&B Advisors, LLC | History | Added to | 5,849 | 322 | 0.01% | 0.01% | 622 | +69 | 1.19% | Q1 2026 | Apr 28, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 5,793 | 322 | 0.02% | 0.01% | 623 | -17 | -0.29% | Q1 2026 | May 12, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 6,547 | 321 | 0.05% | 0.05% | 624 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,791 | 319 | 0.0% | 0.0% | 625 | +3,487 | 151.35% | Q1 2026 | May 15, 2026 |
| POTENTIA WEALTH | History | Reduced | 5,725 | 315 | 0.12% | 0.11% | 626 | -673 | -10.52% | Q1 2026 | May 11, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | No change | 5,816 | 315 | 0.26% | 0.21% | 627 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kooman & Associates | History | Reduced | 5,692 | 314 | 0.09% | 0.11% | 628 | -1,562 | -21.53% | Q1 2026 | Apr 21, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 6,222 | 313 | 0.01% | 0.01% | 629 | -584 | -8.58% | Q1 2026 | May 11, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 5,671 | 312 | 0.06% | 0.1% | 630 | -3,973 | -41.2% | Q1 2026 | Apr 20, 2026 |
| Grove Bank & Trust | History | Added to | 5,644 | 311 | 0.04% | 0.03% | 631 | +44 | 0.79% | Q1 2026 | Apr 08, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 5,591 | 308 | 0.0% | 0.0% | 632 | -921 | -14.14% | Q1 2026 | May 15, 2026 |
| HORIZON BANCORP INC /IN/ | History | Added to | 5,540 | 306 | 0.15% | 0.09% | 633 | +1,600 | 40.61% | Q1 2026 | Apr 22, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 5,551 | 306 | 0.2% | 0.19% | 634 | -204 | -3.54% | Q1 2026 | May 08, 2026 |
| Cordatus Wealth Management LLC | History | New | 5,525 | 304 | 0.07% | — | 635 | +5,525 | New | Q1 2026 | Apr 29, 2026 |
| ANCHYRA PARTNERS LLC | History | Reduced | 5,504 | 303 | 0.09% | 0.08% | 637 | -32 | -0.58% | Q1 2026 | Apr 17, 2026 |
| Missouri Trust & Investment Co | History | No change | 5,500 | 303 | 0.09% | 0.08% | 636 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 5,458 | 301 | 0.01% | 0.01% | 638 | +228 | 4.36% | Q1 2026 | Apr 22, 2026 |
| Iron Gate Global Advisors LLC | History | New | 5,429 | 299 | 0.03% | — | 639 | +5,429 | New | Q1 2026 | May 15, 2026 |
| INVESTED ADVISORS | History | Reduced | 5,411 | 298 | 0.3% | 0.28% | 640 | -126 | -2.28% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 5,395 | 297 | 0.01% | 0.01% | 641 | -223 | -3.97% | Q1 2026 | May 11, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 5,346 | 295 | 0.01% | 0.01% | 642 | +764 | 16.67% | Q1 2026 | Apr 21, 2026 |
| Columbia Asset Management | History | Added to | 5,333 | 294 | 0.06% | 0.05% | 643 | +5 | 0.09% | Q1 2026 | Apr 20, 2026 |
| Ancora Advisors LLC | History | Added to | 5,317 | 293 | 0.01% | 0.0% | 644 | +1,600 | 43.05% | Q1 2026 | May 15, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 5,962 | 292 | 0.03% | 0.03% | 645 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Monument Capital Management | History | Added to | 5,257 | 290 | 0.07% | 0.06% | 646 | +152 | 2.98% | Q1 2026 | Apr 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 5,259 | 290 | 0.0% | 0.0% | 647 | -15 | -0.28% | Q1 2026 | Apr 20, 2026 |
| Ducere Wealth Management LLC | History | Reduced | 5,219 | 288 | 0.11% | 0.1% | 648 | -227 | -4.17% | Q1 2026 | May 11, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 5,216 | 287 | 0.0% | 0.01% | 649 | -13,437 | -72.04% | Q1 2026 | May 12, 2026 |
| First Affirmative Financial Network | History | New | 5,218 | 287 | 0.11% | — | 651 | +5,218 | New | Q1 2026 | May 11, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 5,638 | 287 | 0.02% | 0.02% | 650 | +180 | 3.3% | Q1 2026 | May 14, 2026 |
| Powers Advisory Group, LLC | History | Added to | 5,184 | 286 | 0.1% | 0.1% | 652 | +1 | 0.02% | Q1 2026 | Apr 21, 2026 |
| Founders Financial Alliance, LLC | History | New | 5,177 | 285 | 0.05% | — | 653 | +5,177 | New | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,157 | 284 | 0.03% | 0.03% | 656 | -1,754 | -25.38% | Q1 2026 | Apr 30, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 5,159 | 284 | 0.01% | 0.01% | 654 | -540 | -9.48% | Q1 2026 | Apr 24, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 5,152 | 284 | 0.01% | 0.01% | 655 | -378 | -6.84% | Q1 2026 | May 12, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 5,092 | 283 | 0.02% | — | 657 | +5,092 | New | Q1 2026 | May 06, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 5,104 | 281 | 0.01% | 0.01% | 658 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 5,075 | 280 | 0.03% | 0.02% | 659 | +740 | 17.07% | Q1 2026 | May 11, 2026 |
| Peoples Bank/KS | History | No change | 5,030 | 277 | 0.28% | 0.25% | 660 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Venture Visionary Partners LLC | History | New | 5,018 | 276 | 0.01% | — | 661 | +5,018 | New | Q1 2026 | May 14, 2026 |
| Ironwood Financial, llc | History | No change | 4,985 | 275 | 0.05% | 0.04% | 662 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 4,933 | 274 | 0.02% | 0.02% | 663 | +1,053 | 27.14% | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | Reduced | 4,958 | 273 | 0.01% | 0.07% | 664 | -37,946 | -88.44% | Q1 2026 | Apr 24, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 4,953 | 273 | 0.02% | 0.02% | 665 | +1 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Busey Bank | History | Reduced | 4,901 | 270 | 0.01% | 0.01% | 666 | -5,361 | -52.24% | Q1 2026 | Apr 28, 2026 |
| HOEY INVESTMENTS, INC | History | Reduced | 4,897 | 270 | 0.04% | 0.03% | 668 | -31 | -0.63% | Q1 2026 | Apr 28, 2026 |
| B&D White Capital Company, LLC | History | No change | 4,900 | 270 | 0.03% | 0.03% | 667 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HM PAYSON & CO | History | Added to | 4,854 | 267 | 0.0% | 0.0% | 669 | +480 | 10.97% | Q1 2026 | Apr 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 4,842 | 267 | 0.01% | 0.01% | 670 | -363 | -6.97% | Q1 2026 | May 13, 2026 |
| Aviso Financial Inc. | History | Added to | 4,822 | 266 | 0.01% | 0.01% | 672 | +92 | 1.95% | Q1 2026 | May 13, 2026 |
| Blankinship & Foster, LLC | History | No change | 4,832 | 266 | 0.06% | 0.05% | 671 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Van Diest Capital, LLC | History | New | 4,777 | 263 | 0.21% | — | 674 | +4,777 | New | Q1 2026 | May 15, 2026 |
| Clarius Group, LLC | History | No change | 5,378 | 263 | 0.02% | 0.02% | 673 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Whetstone Capital Advisors, LLC | History | Added to | 4,760 | 262 | 0.09% | 0.07% | 675 | +67 | 1.43% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 4,703 | 259 | 0.0% | 0.0% | 676 | -1,203 | -20.37% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | New | 4,690 | 258 | 0.0% | — | 678 | +4,690 | New | Q1 2026 | May 12, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 4,682 | 258 | 0.01% | 0.01% | 677 | -849 | -15.35% | Q1 2026 | May 07, 2026 |
| KG Capital Management | History | Reduced | 4,850 | 257 | 0.18% | 0.15% | 681 | -7,723 | -61.43% | Q1 2026 | Apr 22, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 4,666 | 257 | 0.01% | 0.01% | 679 | +3 | 0.06% | Q1 2026 | Apr 17, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 4,662 | 257 | 0.01% | 0.01% | 680 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 4,649 | 256 | 0.02% | 0.02% | 682 | +393 | 9.23% | Q1 2026 | May 07, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 4,647 | 256 | 0.17% | 0.15% | 683 | -65 | -1.38% | Q1 2026 | Apr 20, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 4,597 | 253 | 0.03% | 0.03% | 684 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Rathbones Group PLC | History | No change | 4,580 | 252 | 0.0% | 0.0% | 685 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 4,568 | 252 | 0.06% | 0.05% | 686 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vantus Wealth LLC | History | No change | 5,148 | 252 | 0.19% | 0.19% | 687 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 4,564 | 251 | 0.15% | 0.37% | 688 | -7,485 | -62.12% | Q1 2026 | Apr 07, 2026 |
| Soltis Investment Advisors LLC | History | New | 4,549 | 251 | 0.02% | — | 690 | +4,549 | New | Q1 2026 | Apr 27, 2026 |
| Rossmore Private Capital | History | No change | 4,518 | 251 | 0.02% | 0.02% | 689 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| OneAscent Family Office, LLC | History | New | 4,541 | 250 | 0.17% | — | 692 | +4,541 | New | Q1 2026 | Apr 21, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 4,548 | 250 | 0.01% | 0.02% | 691 | -3,354 | -42.44% | Q1 2026 | Apr 30, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 4,528 | 249 | 0.01% | 0.13% | 693 | -50,456 | -91.76% | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | Added to | 4,529 | 249 | 0.04% | 0.03% | 694 | +530 | 13.25% | Q1 2026 | May 05, 2026 |
| Wealth Quarterback LLC | History | Added to | 4,479 | 247 | 0.1% | 0.08% | 695 | +33 | 0.74% | Q1 2026 | Apr 09, 2026 |
| Pallas Capital Advisors LLC | History | New | 4,471 | 246 | 0.01% | — | 699 | +4,471 | New | Q1 2026 | Apr 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 4,459 | 246 | 0.0% | — | 698 | +4,459 | New | Q1 2026 | May 04, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 4,461 | 246 | 0.08% | 0.07% | 696 | -357 | -7.41% | Q1 2026 | May 13, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 4,464 | 246 | 0.03% | 0.02% | 697 | -166 | -3.59% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 4,445 | 245 | 0.0% | 0.0% | 700 | +320 | 7.76% | Q1 2026 | Apr 17, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | New | 4,425 | 244 | 0.16% | — | 702 | +4,425 | New | Q1 2026 | May 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 4,423 | 244 | 0.03% | 0.03% | 701 | +144 | 3.37% | Q1 2026 | Apr 23, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 4,370 | 243 | 0.04% | 0.03% | 703 | +131 | 3.09% | Q1 2026 | May 06, 2026 |
| Modera Wealth Management, LLC | History | Added to | 4,390 | 242 | 0.0% | 0.0% | 704 | +140 | 3.29% | Q1 2026 | May 06, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 4,424 | 241 | 0.03% | — | 707 | +4,424 | New | Q1 2026 | Apr 30, 2026 |
| Arlington Partners LLC | History | New | 4,382 | 241 | 0.48% | — | 706 | +4,382 | New | Q1 2026 | Apr 09, 2026 |
| Epoch Investment Partners, Inc. | History | New | 4,379 | 241 | 0.0% | — | 705 | +4,379 | New | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 4,341 | 239 | 0.01% | — | 709 | +4,341 | New | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 4,348 | 239 | 0.02% | 0.02% | 708 | -2,532 | -36.8% | Q1 2026 | May 05, 2026 |
| First PREMIER Bank | History | Reduced | 4,293 | 237 | 0.05% | 0.05% | 711 | -440 | -9.3% | Q1 2026 | Apr 20, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 4,303 | 237 | 0.03% | 0.03% | 712 | +130 | 3.12% | Q1 2026 | Apr 13, 2026 |
| Saxony Capital Management, LLC | History | Added to | 4,307 | 237 | 0.14% | 0.13% | 710 | +60 | 1.41% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 4,286 | 236 | 0.0% | 0.0% | 713 | -3,807 | -47.04% | Q1 2026 | May 01, 2026 |
| TruNorth Capital Management, LLC | History | No change | 4,289 | 236 | 0.05% | 0.04% | 714 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 4,260 | 235 | 0.03% | 0.03% | 715 | +60 | 1.43% | Q1 2026 | May 04, 2026 |
| Addison Advisors LLC | History | Reduced | 4,208 | 232 | 0.05% | 0.05% | 717 | -44 | -1.03% | Q1 2026 | May 08, 2026 |
| FARMERS TRUST CO | History | No change | 4,209 | 232 | 0.04% | 0.03% | 716 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| National Philanthropic Trust | History | No change | 4,196 | 231 | 0.0% | 0.0% | 718 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| New Hampshire Trust | History | No change | 4,201 | 231 | 0.05% | 0.04% | 719 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| O'Domhnaill Enterprises, Inc. | History | Reduced | 4,162 | 229 | 0.18% | 1.36% | 721 | -25,411 | -85.93% | Q1 2026 | Apr 28, 2026 |
| R Squared Ltd | History | Reduced | 4,156 | 229 | 0.13% | 0.13% | 720 | -1,669 | -28.65% | Q1 2026 | Apr 29, 2026 |
| Southland Equity Partners LLC | History | New | 4,135 | 228 | 0.04% | — | 722 | +4,135 | New | Q1 2026 | Apr 14, 2026 |
| Wedmont Private Capital | History | New | 3,966 | 227 | 0.01% | — | 724 | +3,966 | New | Q1 2026 | Apr 09, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 4,129 | 227 | 0.08% | 0.07% | 723 | +5 | 0.12% | Q1 2026 | May 13, 2026 |
| Everest Financial Group LLC | History | New | 4,081 | 225 | 0.04% | — | 726 | +4,081 | New | Q1 2026 | May 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 3,986 | 225 | 0.01% | 0.01% | 725 | -1,192 | -23.02% | Q1 2026 | Apr 08, 2026 |
| Tradewinds, LLC. | History | No change | 4,359 | 224 | 0.07% | 0.05% | 727 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Atlas Brown,Inc. | History | New | 4,053 | 223 | 0.07% | — | 730 | +4,053 | New | Q1 2026 | Apr 17, 2026 |
| First Bancorp, Inc /ME/ | History | New | 4,043 | 223 | 0.11% | — | 729 | +4,043 | New | Q1 2026 | Apr 20, 2026 |
| Miller Financial Services LLC | History | Reduced | 4,055 | 223 | 0.24% | 0.24% | 728 | -90 | -2.17% | Q1 2026 | May 01, 2026 |
| Dakota Wealth Management | History | Reduced | 4,029 | 222 | 0.0% | 0.0% | 731 | -321 | -7.38% | Q1 2026 | May 07, 2026 |
| COWA, LLC | History | New | 4,009 | 221 | 0.06% | — | 732 | +4,009 | New | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 4,000 | 220 | 0.0% | 0.0% | 733 | -32,300 | -88.98% | Q1 2026 | May 15, 2026 |
| Samara Investment Management, LLC | History | New | 4,000 | 220 | 0.23% | — | 738 | +4,000 | New | Q1 2026 | May 07, 2026 |
| Calydon Capital | History | New | 3,996 | 220 | 0.04% | — | 737 | +3,996 | New | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 3,962 | 220 | 0.0% | 0.0% | 735 | -433 | -9.85% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,493 | 220 | 0.0% | 0.0% | 734 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Winthrop Capital Management, LLC | History | No change | 3,978 | 220 | 0.06% | 0.05% | 736 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 3,941 | 219 | 0.0% | 0.0% | 739 | -1,012 | -20.43% | Q1 2026 | May 15, 2026 |
| EADS & HEALD WEALTH MANAGEMENT | History | Reduced | 3,971 | 219 | 0.11% | 0.1% | 740 | -320 | -7.46% | Q1 2026 | Apr 29, 2026 |
| FineMark National Bank & Trust | History | No change | 4,472 | 219 | 0.01% | 0.01% | 741 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ransom Advisory, Ltd | History | No change | 4,475 | 219 | 0.09% | 0.09% | 742 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 3,953 | 218 | 0.0% | 0.0% | 744 | -831 | -17.37% | Q1 2026 | May 08, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 3,924 | 218 | 0.01% | 0.01% | 745 | -731 | -15.7% | Q1 2026 | Apr 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3,964 | 218 | 0.01% | 0.01% | 743 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GM Advisory Group, LLC | History | New | 3,933 | 217 | 0.01% | — | 746 | +3,933 | New | Q1 2026 | Apr 28, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 3,920 | 216 | 0.13% | — | 748 | +3,920 | New | Q1 2026 | May 13, 2026 |
| Decker Wealth Management LLC | History | New | 3,920 | 216 | 0.05% | — | 749 | +3,920 | New | Q1 2026 | May 06, 2026 |
| Wealth Architects, LLC | History | New | 3,916 | 216 | 0.02% | — | 747 | +3,916 | New | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | New | 3,907 | 215 | 0.0% | — | 750 | +3,907 | New | Q1 2026 | May 01, 2026 |
| Blue Capital, Inc. | History | New | 3,900 | 215 | 0.14% | — | 751 | +3,900 | New | Q1 2026 | Apr 24, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | New | 3,895 | 214 | 0.07% | — | 753 | +3,895 | New | Q1 2026 | Apr 23, 2026 |
| Rodgers Brothers Inc. | History | New | 3,878 | 214 | 0.02% | — | 752 | +3,878 | New | Q1 2026 | May 14, 2026 |
| Lantz Financial LLC | History | Reduced | 3,872 | 213 | 0.04% | 0.09% | 754 | -4,486 | -53.67% | Q1 2026 | Apr 09, 2026 |
| Ascentis Independent Advisors | History | New | 3,858 | 212 | 0.02% | — | 757 | +3,858 | New | Q1 2026 | Apr 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 3,856 | 212 | 0.02% | — | 755 | +3,856 | New | Q1 2026 | Apr 20, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | New | 3,855 | 212 | 0.1% | — | 758 | +3,855 | New | Q1 2026 | Apr 23, 2026 |
| Syverson Strege & Co | History | New | 3,847 | 212 | 0.05% | — | 756 | +3,847 | New | Q1 2026 | May 04, 2026 |
| WESPAC Advisors, LLC | History | New | 3,823 | 210 | 0.11% | — | 759 | +3,823 | New | Q1 2026 | Apr 28, 2026 |
| Freestone Capital Holdings, LLC | History | New | 3,802 | 209 | 0.01% | — | 761 | +3,802 | New | Q1 2026 | May 13, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 3,804 | 209 | 0.01% | 0.01% | 760 | -292 | -7.13% | Q1 2026 | May 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 4,243 | 208 | 0.0% | — | 763 | +4,243 | New | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | New | 3,980 | 208 | 0.02% | — | 765 | +3,980 | New | Q1 2026 | May 01, 2026 |
| Traveka Wealth, LLC | History | New | 3,769 | 208 | 0.08% | — | 764 | +3,769 | New | Q1 2026 | Apr 22, 2026 |
| Optas, LLC | History | Reduced | 3,778 | 208 | 0.03% | 0.03% | 762 | -317 | -7.74% | Q1 2026 | Apr 24, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 3,760 | 207 | 0.03% | — | 766 | +3,760 | New | Q1 2026 | Apr 23, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | New | 3,731 | 205 | 0.01% | — | 767 | +3,731 | New | Q1 2026 | May 12, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 3,731 | 205 | 0.13% | — | 769 | +3,731 | New | Q1 2026 | Apr 28, 2026 |
| Bulltick Wealth Management, LLC | History | New | 3,693 | 205 | 0.05% | — | 768 | +3,693 | New | Q1 2026 | Apr 27, 2026 |
| CacheTech Inc. | History | New | 3,703 | 204 | 0.04% | — | 771 | +3,703 | New | Q1 2026 | May 11, 2026 |
| Steadtrust LLC | History | New | 3,701 | 204 | 0.12% | — | 772 | +3,701 | New | Q1 2026 | Apr 15, 2026 |
| Ascent Group, LLC | History | New | 3,700 | 204 | 0.01% | — | 770 | +3,700 | New | Q1 2026 | May 15, 2026 |
| Old North State Wealth Management, LLC | History | Reduced | 3,689 | 203 | 0.09% | 0.37% | 773 | -12,558 | -77.29% | Q1 2026 | Apr 17, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | New | 3,669 | 202 | 0.03% | — | 774 | +3,669 | New | Q1 2026 | Apr 15, 2026 |
| Brucke Financial, Inc. | History | Reduced | 3,648 | 201 | 0.1% | 0.21% | 775 | -4,188 | -53.45% | Q1 2026 | Apr 10, 2026 |
| SPWM Advisors LLC | History | New | 3,965 | 201 | 0.17% | — | 777 | +3,965 | New | Q1 2026 | May 14, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | New | 3,647 | 201 | 0.03% | — | 776 | +3,647 | New | Q1 2026 | May 07, 2026 |
| WESBANCO BANK INC | History | New | 3,639 | 200 | 0.01% | — | 779 | +3,639 | New | Q1 2026 | Apr 21, 2026 |
| Onyx Bridge Wealth Group LLC | History | New | 3,629 | 200 | 0.02% | — | 780 | +3,629 | New | Q1 2026 | Apr 22, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 3,637 | 200 | 0.14% | 0.04% | 778 | -854 | -19.02% | Q1 2026 | Apr 14, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 3,570 | 197 | 0.07% | 0.54% | 781 | -26,529 | -88.14% | Q1 2026 | Apr 28, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 3,557 | 196 | 0.08% | 0.07% | 782 | +9 | 0.25% | Q1 2026 | May 05, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 3,503 | 193 | 0.03% | 0.02% | 783 | -81 | -2.26% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,326 | 183 | 0.02% | 0.02% | 784 | +49 | 1.5% | Q1 2026 | May 11, 2026 |
| Quent Capital, LLC | History | New | 3,253 | 179 | 0.01% | — | 786 | +3,253 | New | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,659 | 179 | 0.01% | 0.01% | 785 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Citizens National Bank Trust Department | History | Added to | 3,122 | 172 | 0.03% | 0.02% | 787 | +400 | 14.7% | Q1 2026 | May 04, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,100 | 171 | 0.01% | 0.01% | 789 | -30 | -0.96% | Q1 2026 | Apr 07, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 3,103 | 171 | 0.03% | 0.02% | 788 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| New Millennium Group LLC | History | No change | 3,416 | 167 | 0.07% | 0.07% | 790 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,912 | 160 | 0.0% | 0.0% | 791 | +4 | 0.14% | Q1 2026 | May 04, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 2,732 | 150 | 0.0% | — | 792 | +2,732 | New | Q1 2026 | May 12, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 2,692 | 148 | 0.07% | 0.06% | 793 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| UMB Bank, n.a. | History | Reduced | 2,617 | 144 | 0.0% | 0.0% | 794 | -92 | -3.4% | Q1 2026 | May 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 2,540 | 140 | 0.02% | 0.03% | 795 | -1,004 | -28.33% | Q1 2026 | May 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,512 | 139 | 0.01% | 0.01% | 796 | +6 | 0.24% | Q1 2026 | May 18, 2026 |
| POM Investment Strategies, LLC | History | Added to | 2,501 | 138 | 0.17% | — | 797 | +2,489 | 20741.67% | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | Added to | 2,496 | 137 | 0.07% | 0.0% | 798 | +2,363 | 1776.69% | Q1 2026 | May 13, 2026 |
| Graney & King, LLC | History | Added to | 2,465 | 136 | 0.07% | 0.07% | 799 | +21 | 0.86% | Q1 2026 | May 18, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 2,356 | 131 | 0.0% | — | 800 | +2,356 | New | Q1 2026 | Apr 29, 2026 |
| UNION SAVINGS BANK | History | Reduced | 2,368 | 130 | 0.06% | 0.06% | 802 | -495 | -17.29% | Q1 2026 | Apr 17, 2026 |
| Security National Bank | History | No change | 2,359 | 130 | 0.02% | 0.02% | 801 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Align Financial, LLC | History | Reduced | 2,340 | 129 | 0.07% | 0.07% | 805 | -112,414 | -97.96% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,355 | 129 | 0.01% | 0.01% | 803 | -314 | -11.76% | Q1 2026 | Apr 24, 2026 |
| LRI Investments, LLC | History | Added to | 2,350 | 129 | 0.01% | 0.01% | 804 | +288 | 13.97% | Q1 2026 | Apr 30, 2026 |
| ESL Trust Services, LLC | History | No change | 2,323 | 128 | 0.02% | 0.02% | 806 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 2,232 | 124 | 0.01% | 0.01% | 807 | -102 | -4.37% | Q1 2026 | Apr 29, 2026 |
| Park Place Capital Corp | History | Reduced | 2,185 | 120 | 0.02% | 0.09% | 809 | -6,612 | -75.16% | Q1 2026 | Apr 09, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,191 | 120 | 0.0% | 0.0% | 808 | -389 | -15.08% | Q1 2026 | May 15, 2026 |
| Hilltop National Bank | History | No change | 2,126 | 117 | 0.03% | 0.03% | 810 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Added to | 2,104 | 116 | 0.01% | 0.01% | 811 | +444 | 26.75% | Q1 2026 | May 11, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 2,059 | 113 | 0.03% | 0.04% | 813 | -589 | -22.24% | Q1 2026 | Apr 22, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 2,060 | 113 | 0.04% | 0.03% | 812 | +6 | 0.29% | Q1 2026 | May 04, 2026 |
| Bank & Trust Co | History | No change | 2,061 | 113 | 0.08% | 0.07% | 814 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cascades Capital Asset Management, LLC | History | New | 1,888 | 104 | 0.04% | — | 815 | +1,888 | New | Q1 2026 | May 15, 2026 |
| Anfield Capital Management, LLC | History | Added to | 1,852 | 102 | 0.03% | 0.0% | 816 | +1,668 | 906.52% | Q1 2026 | May 12, 2026 |
| EFG International AG | History | No change | 1,844 | 101 | 0.0% | 0.0% | 817 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 1,829 | 100 | 0.0% | — | 818 | +1,829 | New | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | Reduced | 1,811 | 99 | 0.0% | 0.0% | 819 | -3 | -0.17% | Q1 2026 | Apr 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,793 | 98 | 0.02% | — | 822 | +1,793 | New | Q1 2026 | May 08, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 1,780 | 98 | 0.03% | 0.03% | 820 | -240 | -11.88% | Q1 2026 | Apr 29, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 1,779 | 98 | 0.06% | 0.05% | 821 | +5 | 0.28% | Q1 2026 | Apr 20, 2026 |
| GW&K Investment Management, LLC | History | Added to | 1,760 | 97 | 0.0% | 0.0% | 823 | +236 | 15.49% | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,766 | 97 | 0.01% | 0.01% | 824 | +168 | 10.51% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,697 | 96 | 0.01% | 0.0% | 825 | +664 | 64.28% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Reduced | 1,753 | 96 | 0.0% | 0.0% | 826 | -514 | -22.67% | Q1 2026 | Apr 22, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 1,725 | 95 | 0.02% | 0.02% | 828 | -46 | -2.6% | Q1 2026 | Apr 29, 2026 |
| Smithfield Trust Co | History | No change | 1,709 | 95 | 0.0% | 0.0% | 827 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Truvestments Capital LLC | History | Added to | 1,701 | 93 | 0.02% | 0.01% | 829 | +51 | 3.09% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 1,658 | 91 | 0.0% | — | 831 | +1,658 | New | Q1 2026 | May 19, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,643 | 91 | 0.05% | — | 832 | +1,643 | New | Q1 2026 | May 12, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,640 | 91 | 0.01% | 0.01% | 830 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 1,636 | 90 | 0.01% | 0.01% | 833 | +296 | 22.09% | Q1 2026 | Apr 08, 2026 |
| SHP Wealth Management | History | Added to | 1,637 | 90 | 0.01% | 0.01% | 834 | +70 | 4.47% | Q1 2026 | May 08, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,600 | 89 | 0.01% | 0.0% | 835 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 1,586 | 87 | 0.01% | 0.01% | 836 | +18 | 1.15% | Q1 2026 | Apr 15, 2026 |
| Community Financial Services Group, LLC | History | New | 1,490 | 83 | 0.01% | — | 839 | +1,490 | New | Q1 2026 | Apr 08, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,508 | 83 | 0.0% | 0.0% | 838 | +200 | 15.29% | Q1 2026 | Apr 28, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 1,508 | 83 | 0.01% | 0.0% | 837 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,488 | 82 | 0.03% | — | 840 | +1,488 | New | Q1 2026 | May 13, 2026 |
| Cromwell Holdings LLC | History | Added to | 1,459 | 80 | 0.05% | 0.02% | 841 | +536 | 58.07% | Q1 2026 | Apr 30, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,456 | 80 | 0.01% | 0.01% | 842 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Vision Retirement, LLC | History | Added to | 1,441 | 79 | 0.02% | 0.02% | 845 | +4 | 0.28% | Q1 2026 | May 07, 2026 |
| Estabrook Capital Management | History | No change | 1,443 | 79 | 0.01% | 0.01% | 843 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wellington Shields & Co., LLC | History | No change | 1,443 | 79 | 0.02% | 0.02% | 844 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 1,361 | 75 | 0.02% | 0.02% | 847 | -34 | -2.44% | Q1 2026 | Apr 22, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,376 | 75 | 0.02% | 0.01% | 846 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Independence Bank of Kentucky | History | Reduced | 1,347 | 74 | 0.01% | 0.01% | 848 | -52 | -3.72% | Q1 2026 | Apr 30, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 1,330 | 73 | 0.05% | — | 851 | +1,330 | New | Q1 2026 | May 05, 2026 |
| DT Investment Partners, LLC | History | No change | 1,331 | 73 | 0.01% | 0.01% | 849 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,336 | 73 | 0.01% | 0.01% | 850 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,299 | 71 | 0.0% | 0.0% | 853 | +744 | 134.05% | Q1 2026 | May 07, 2026 |
| Clearstead Trust, LLC | History | Reduced | 1,304 | 71 | 0.01% | 0.01% | 852 | -124 | -8.68% | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | New | 1,274 | 70 | 0.0% | — | 855 | +1,274 | New | Q1 2026 | Apr 13, 2026 |
| BAYBAN | History | No change | 1,273 | 70 | 0.06% | 0.05% | 854 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WealthCollab, LLC | History | No change | 1,245 | 68 | 0.03% | 0.02% | 856 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,332 | 67 | 0.0% | 0.0% | 857 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 1,182 | 65 | 0.0% | 0.0% | 858 | -123 | -9.43% | Q1 2026 | May 07, 2026 |
| Colonial Trust Advisors | History | Added to | 1,155 | 63 | 0.0% | 0.0% | 859 | +100 | 9.48% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,145 | 63 | 0.01% | 0.01% | 860 | +2 | 0.17% | Q1 2026 | Apr 28, 2026 |
| Manchester Capital Management LLC | History | Added to | 1,096 | 60 | 0.01% | 0.0% | 861 | +405 | 58.61% | Q1 2026 | May 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,064 | 58 | 0.0% | 0.0% | 862 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| 1248 Management, LLC | History | No change | 1,053 | 58 | 0.03% | 0.03% | 863 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Added to | 1,017 | 56 | 0.01% | 0.01% | 865 | +55 | 5.72% | Q1 2026 | May 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 991 | 56 | 0.01% | 0.01% | 864 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,132 | 55 | 0.02% | 0.02% | 866 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 992 | 54 | 0.01% | 0.01% | 867 | -503 | -33.65% | Q1 2026 | Apr 24, 2026 |
| MTM Investment Management, LLC | History | No change | 971 | 53 | 0.02% | 0.02% | 868 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Key Capital Management, INC | History | Added to | 960 | 52 | 0.03% | 0.01% | 870 | +653 | 212.7% | Q1 2026 | May 07, 2026 |
| True Wealth Design, LLC | History | Added to | 951 | 52 | 0.01% | 0.01% | 869 | +237 | 33.19% | Q1 2026 | Apr 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 927 | 51 | 0.01% | 0.01% | 871 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 910 | 50 | 0.0% | 0.0% | 872 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Opal Wealth Advisors, LLC | History | New | 899 | 49 | 0.01% | — | 874 | +899 | New | Q1 2026 | Apr 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,009 | 49 | 0.0% | 0.0% | 873 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FIL Ltd | History | Reduced | 880 | 48 | 0.0% | 0.0% | 875 | -19 | -2.11% | Q1 2026 | May 15, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 865 | 47 | 0.01% | 0.01% | 876 | -42 | -4.63% | Q1 2026 | Apr 10, 2026 |
| STEPH & CO | History | Added to | 847 | 46 | 0.01% | 0.01% | 877 | +30 | 3.67% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 818 | 45 | 0.0% | 0.0% | 878 | +110 | 15.54% | Q1 2026 | Apr 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 822 | 45 | 0.01% | 0.01% | 879 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Dunhill Financial, LLC | History | No change | 823 | 45 | 0.01% | 0.01% | 880 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Blume Capital Management, Inc. | History | New | 800 | 44 | 0.01% | — | 882 | +800 | New | Q1 2026 | May 01, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 760 | 44 | 0.0% | 0.0% | 881 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Accent Capital Management, LLC | History | New | 781 | 43 | 0.02% | — | 884 | +781 | New | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Reduced | 782 | 43 | 0.0% | 0.0% | 883 | -15 | -1.88% | Q1 2026 | Apr 06, 2026 |
| JNBA Financial Advisors | History | Reduced | 745 | 41 | 0.0% | 0.0% | 886 | -177 | -19.2% | Q1 2026 | Apr 22, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 747 | 41 | 0.0% | 0.0% | 885 | -53 | -6.63% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 730 | 40 | 0.0% | 0.24% | 887 | -107,065 | -99.32% | Q1 2026 | May 08, 2026 |
| CNB Bank | History | No change | 728 | 40 | 0.02% | 0.01% | 888 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Crews Bank & Trust | History | No change | 740 | 40 | 0.01% | 0.01% | 889 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| COUNTRY TRUST BANK | History | No change | 720 | 39 | 0.0% | 0.0% | 890 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Roble, Belko & Company, Inc | History | No change | 685 | 38 | 0.0% | 0.0% | 891 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Costello Asset Management, INC | History | No change | 700 | 38 | 0.01% | 0.01% | 892 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 689 | 38 | 0.03% | 0.02% | 893 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 675 | 37 | 0.01% | 0.01% | 894 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MASECO LLP | History | No change | 684 | 37 | 0.0% | 0.0% | 895 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VSM Wealth Advisory, LLC | History | New | 640 | 35 | 0.01% | — | 897 | +640 | New | Q1 2026 | May 05, 2026 |
| Key FInancial Inc | History | Added to | 644 | 35 | 0.01% | 0.01% | 896 | +46 | 7.69% | Q1 2026 | Apr 24, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 600 | 33 | 0.03% | 0.0% | 899 | +520 | 650.0% | Q1 2026 | May 08, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 600 | 33 | 0.01% | 0.01% | 898 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| City State Bank | History | No change | 606 | 33 | 0.01% | 0.01% | 900 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Vanguard National Trust Co | History | New | 590 | 32 | 0.0% | — | 904 | +590 | New | Q1 2026 | May 08, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 582 | 32 | 0.02% | 0.0% | 903 | +550 | 1718.75% | Q1 2026 | Apr 30, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 660 | 32 | 0.03% | 0.03% | 901 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Connections Group, Inc. | History | No change | 593 | 32 | 0.01% | 0.01% | 902 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CITY HOLDING CO | History | No change | 550 | 30 | 0.0% | 0.0% | 905 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Towne Trust Company, N.A | History | No change | 560 | 30 | 0.01% | 0.01% | 906 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Piscataqua Savings Bank | History | No change | 545 | 30 | 0.02% | 0.02% | 907 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 613 | 30 | 0.01% | 0.01% | 908 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Destiny Wealth Partners, LLC | History | New | 537 | 29 | 0.0% | — | 912 | +537 | New | Q1 2026 | May 11, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 540 | 29 | 0.0% | 0.0% | 911 | +199 | 58.36% | Q1 2026 | Apr 21, 2026 |
| Winch Advisory Services, LLC | History | Added to | 527 | 29 | 0.01% | 0.01% | 910 | +4 | 0.76% | Q1 2026 | Apr 30, 2026 |
| FIRST HORIZON CORP | History | No change | 536 | 29 | 0.0% | 0.0% | 909 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 508 | 28 | 0.01% | 0.0% | 913 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Financial Perspectives, Inc | History | No change | 517 | 28 | 0.01% | 0.01% | 914 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 525 | 28 | 0.01% | 0.01% | 915 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| MCF Advisors LLC | History | Reduced | 484 | 26 | 0.0% | 0.0% | 917 | -102 | -17.41% | Q1 2026 | May 11, 2026 |
| PROFFITT & GOODSON INC | History | No change | 475 | 26 | 0.0% | 0.0% | 916 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 482 | 26 | 0.01% | 0.01% | 918 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Millstone Evans Group, LLC | History | No change | 487 | 26 | 0.02% | 0.01% | 919 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Clark Wealth Partners | History | Added to | 452 | 25 | 0.02% | 0.01% | 920 | +3 | 0.67% | Q1 2026 | May 11, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 419 | 23 | 0.01% | 0.01% | 921 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CoreFirst Bank & Trust | History | No change | 472 | 23 | 0.01% | 0.01% | 922 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 415 | 22 | 0.01% | — | 925 | +415 | New | Q1 2026 | Apr 28, 2026 |
| Turim 21 Investimentos Ltda. | History | New | 404 | 22 | 0.01% | — | 926 | +404 | New | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 408 | 22 | 0.0% | 0.0% | 923 | +130 | 46.76% | Q1 2026 | Apr 17, 2026 |
| Essential Partners LLC | History | No change | 414 | 22 | 0.01% | 0.01% | 924 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| ALERUS FINANCIAL NA | History | No change | 364 | 20 | 0.0% | 0.0% | 927 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ORG Partners LLC | History | No change | 418 | 20 | 0.0% | 0.0% | 928 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 347 | 19 | 0.0% | — | 929 | +347 | New | Q1 2026 | Apr 14, 2026 |
| PlanVest Financial, Inc | History | New | 340 | 18 | 0.01% | — | 932 | +340 | New | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 329 | 18 | 0.0% | 0.0% | 930 | +181 | 122.3% | Q1 2026 | Apr 17, 2026 |
| Arlington Trust Co LLC | History | Added to | 344 | 18 | 0.0% | 0.0% | 931 | +24 | 7.5% | Q1 2026 | Apr 08, 2026 |
| YANKCOM Partnership | History | Reduced | 324 | 17 | 0.01% | 0.01% | 935 | -267 | -45.18% | Q1 2026 | Apr 20, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 314 | 17 | 0.0% | 0.0% | 933 | +159 | 102.58% | Q1 2026 | Apr 15, 2026 |
| NCP Inc. | History | No change | 320 | 17 | 0.03% | 0.01% | 934 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 300 | 16 | 0.0% | 0.01% | 937 | -1,900 | -86.36% | Q1 2026 | Apr 30, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 304 | 16 | 0.0% | 0.0% | 939 | +274 | 913.33% | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | Reduced | 296 | 16 | 0.0% | 0.0% | 940 | -28 | -8.64% | Q1 2026 | Apr 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 293 | 16 | 0.0% | 0.0% | 936 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 300 | 16 | 0.0% | 0.0% | 938 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sachetta, LLC | History | No change | 300 | 16 | 0.01% | 0.01% | 941 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 311 | 15 | 0.0% | 0.0% | 944 | +52 | 20.08% | Q1 2026 | May 06, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 277 | 15 | 0.01% | 0.01% | 942 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 322 | 15 | 0.01% | 0.01% | 943 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 284 | 15 | 0.01% | 0.01% | 945 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Mosley Wealth Management | History | New | 331 | 14 | 0.01% | — | 952 | +331 | New | Q1 2026 | Apr 27, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 269 | 14 | 0.0% | 0.0% | 947 | -287 | -51.62% | Q1 2026 | Apr 28, 2026 |
| Accordant Advisory Group Inc | History | New | 269 | 14 | 0.01% | — | 953 | +269 | New | Q1 2026 | May 11, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | New | 264 | 14 | 0.01% | — | 951 | +264 | New | Q1 2026 | Apr 08, 2026 |
| Crewe Advisors LLC | History | No change | 264 | 14 | 0.0% | 0.0% | 946 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TSFG, LLC | History | No change | 254 | 14 | 0.0% | 0.0% | 948 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Asset Planning,Inc | History | No change | 264 | 14 | 0.01% | 0.01% | 949 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 300 | 14 | 0.01% | 0.01% | 950 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 239 | 13 | 0.01% | 0.01% | 956 | -18 | -7.0% | Q1 2026 | May 06, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 252 | 13 | 0.01% | 0.0% | 954 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 248 | 13 | 0.01% | 0.01% | 955 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 240 | 13 | 0.0% | 0.0% | 957 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Trust Co | History | Reduced | 221 | 12 | 0.0% | 0.0% | 958 | -612 | -73.47% | Q1 2026 | Apr 13, 2026 |
| Kilter Group LLC | History | Reduced | 235 | 12 | 0.01% | 0.0% | 961 | -4 | -1.67% | Q1 2026 | May 14, 2026 |
| Front Row Advisors LLC | History | No change | 221 | 12 | 0.0% | 0.0% | 959 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| CGC Financial Services, LLC | History | No change | 234 | 12 | 0.0% | 0.0% | 960 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Financial Freedom, LLC | History | New | 209 | 11 | 0.01% | — | 970 | +209 | New | Q1 2026 | Apr 30, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 205 | 11 | 0.01% | — | 971 | +205 | New | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 202 | 11 | 0.0% | 0.0% | 967 | -75 | -27.08% | Q1 2026 | May 20, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 211 | 11 | 0.0% | 0.0% | 963 | +22 | 11.64% | Q1 2026 | Apr 21, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 198 | 11 | 0.0% | 0.0% | 962 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BFSG, LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 964 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Archer Investment Corp | History | No change | 200 | 11 | 0.0% | 0.0% | 965 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Scarborough Advisors, LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 966 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SJS Investment Consulting Inc. | History | No change | 208 | 11 | 0.0% | 0.0% | 968 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Parvin Asset Management, LLC | History | No change | 200 | 11 | 0.01% | 0.01% | 969 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | Added to | 184 | 10 | 0.0% | 0.0% | 975 | +24 | 15.0% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 204 | 10 | 0.0% | 0.0% | 972 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Stephens Consulting, LLC | History | No change | 221 | 10 | 0.0% | 0.0% | 973 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Nemes Rush Group LLC | History | No change | 188 | 10 | 0.0% | 0.0% | 974 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| First Pacific Financial | History | New | 178 | 9 | 0.0% | — | 981 | +178 | New | Q1 2026 | Apr 23, 2026 |
| Burk Holdings LLC | History | New | 178 | 9 | 0.0% | — | 983 | +178 | New | Q1 2026 | May 07, 2026 |
| Wall Street Financial Group, Inc. | History | New | 167 | 9 | 0.01% | — | 982 | +167 | New | Q1 2026 | May 05, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 176 | 9 | 0.01% | 0.0% | 980 | +32 | 22.22% | Q1 2026 | Apr 07, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 180 | 9 | 0.0% | 0.0% | 976 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 200 | 9 | 0.0% | 0.0% | 977 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Kozak & Associates, Inc. | History | No change | 155 | 9 | 0.0% | 0.0% | 978 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Centennial Bank/AR/ | History | No change | 164 | 9 | 0.0% | 0.0% | 979 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Lavaca Capital LLC | History | No change | 154 | 8 | 0.0% | 0.0% | 984 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Seneschal Advisors, LLC | History | No change | 148 | 8 | 0.01% | 0.01% | 985 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 152 | 8 | 0.01% | 0.01% | 986 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 134 | 7 | 0.0% | — | 992 | +134 | New | Q1 2026 | May 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 144 | 7 | 0.0% | 0.0% | 987 | +67 | 87.01% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 130 | 7 | 0.01% | 0.0% | 991 | +37 | 39.78% | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 130 | 7 | 0.0% | 0.0% | 988 | -8 | -5.8% | Q1 2026 | May 12, 2026 |
| Pacifica Partners Inc. | History | No change | 140 | 7 | 0.0% | 0.0% | 989 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Hara Capital LLC | History | No change | 134 | 7 | 0.0% | 0.0% | 990 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BALLAST ADVISORS LLC | History | New | 105 | 6 | 0.0% | — | 997 | +105 | New | Q1 2026 | May 12, 2026 |
| Advocate Investing Services LLC | History | Added to | 117 | 6 | 0.01% | 0.0% | 996 | +1 | 0.86% | Q1 2026 | Apr 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 117 | 6 | 0.0% | 0.0% | 993 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pacific Center for Financial Services | History | No change | 115 | 6 | 0.0% | 0.0% | 994 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 120 | 6 | 0.0% | 0.0% | 995 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SouthState Bank Corp | History | Reduced | 100 | 5 | 0.0% | 0.0% | 998 | -220 | -68.75% | Q1 2026 | May 05, 2026 |
| JPL Wealth Management, LLC | History | New | 96 | 5 | 0.0% | — | 1006 | +96 | New | Q1 2026 | May 08, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 96 | 5 | 0.0% | — | 1008 | +96 | New | Q1 2026 | May 05, 2026 |
| True Link Financial Advisors, LLC | History | New | 95 | 5 | 0.0% | — | 1005 | +95 | New | Q1 2026 | Apr 29, 2026 |
| Ascentis Wealth Management, LLC | History | New | 92 | 5 | 0.0% | — | 1007 | +92 | New | Q1 2026 | Apr 28, 2026 |
| Rossby Financial, LCC | History | Added to | 92 | 5 | 0.0% | — | 1004 | +86 | 1433.33% | Q1 2026 | May 11, 2026 |
| American Capital Advisory, LLC | History | Added to | 94 | 5 | 0.0% | 0.0% | 1001 | +68 | 261.54% | Q1 2026 | Apr 29, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 95 | 5 | 0.01% | 0.01% | 1000 | -9 | -8.65% | Q1 2026 | May 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 100 | 5 | 0.0% | 0.0% | 999 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 109 | 5 | 0.0% | 0.0% | 1002 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 120 | 5 | 0.0% | 0.0% | 1003 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 90 | 4 | 0.0% | 0.0% | 1019 | -320 | -78.05% | Q1 2026 | May 05, 2026 |
| Leonteq Securities AG | History | Reduced | 86 | 4 | 0.0% | 0.0% | 1012 | -292 | -77.25% | Q1 2026 | Apr 27, 2026 |
| SWAN Capital LLC | History | Reduced | 89 | 4 | 0.0% | 0.01% | 1018 | -200 | -69.2% | Q1 2026 | May 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 80 | 4 | 0.0% | — | 1026 | +80 | New | Q1 2026 | Apr 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 90 | 4 | 0.0% | 0.0% | 1013 | +69 | 328.57% | Q1 2026 | Apr 30, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Reduced | 79 | 4 | 0.0% | 0.0% | 1020 | -68 | -46.26% | Q1 2026 | Apr 27, 2026 |
| Morse Asset Management, Inc | History | Reduced | 90 | 4 | 0.0% | 0.0% | 1015 | -60 | -40.0% | Q1 2026 | May 14, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 86 | 4 | 0.0% | 0.0% | 1010 | -9 | -9.47% | Q1 2026 | May 06, 2026 |
| MOTCO | History | No change | 80 | 4 | 0.0% | 0.0% | 1009 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TD Capital Management LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 1011 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 1014 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pflug Koory, LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 1016 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 1017 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gen-Wealth Partners Inc | History | No change | 90 | 4 | 0.0% | 0.0% | 1021 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Nova Wealth Management, Inc. | History | No change | 90 | 4 | 0.0% | 0.0% | 1022 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Meramec Financial Planners, LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 1023 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 88 | 4 | 0.0% | 0.0% | 1024 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Walsh & Associates, LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 1025 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bangor Savings Bank | History | Reduced | 57 | 3 | 0.0% | 0.0% | 1029 | -634 | -91.75% | Q1 2026 | Apr 01, 2026 |
| Napier Financial, LLC | History | New | 58 | 3 | 0.0% | — | 1037 | +58 | New | Q1 2026 | May 05, 2026 |
| WPG Advisers, LLC | History | Reduced | 57 | 3 | 0.0% | 0.0% | 1034 | -16 | -21.92% | Q1 2026 | Apr 29, 2026 |
| Westend Capital Management, LLC | History | Reduced | 72 | 3 | 0.0% | 0.0% | 1028 | -3 | -4.0% | Q1 2026 | Apr 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 60 | 3 | 0.0% | 0.0% | 1027 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 59 | 3 | 0.0% | 0.0% | 1030 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Corsicana & Co. | History | No change | 100 | 3 | 0.0% | 0.0% | 1031 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Byrne Asset Management LLC | History | No change | 56 | 3 | 0.0% | 0.0% | 1032 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 1033 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aventura Private Wealth, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 1035 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sunrise Financial Services, LLC | History | No change | 68 | 3 | 0.0% | 0.0% | 1036 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JDM Financial Group LLC | History | New | 52 | 2 | 0.0% | — | 1041 | +52 | New | Q1 2026 | May 20, 2026 |
| Main Street Group, LTD | History | New | 50 | 2 | 0.0% | — | 1042 | +50 | New | Q1 2026 | May 06, 2026 |
| Valued Wealth Advisors LLC | History | New | 37 | 2 | 0.0% | — | 1043 | +37 | New | Q1 2026 | Apr 30, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 41 | 2 | 0.0% | 0.0% | 1039 | -18 | -30.51% | Q1 2026 | Apr 28, 2026 |
| Nvest Wealth Strategies, Inc. | History | Added to | 54 | 2 | 0.0% | 0.0% | 1040 | +6 | 12.5% | Q1 2026 | Apr 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 47 | 2 | 0.0% | 0.0% | 1038 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 36 | 1 | 0.0% | 0.05% | 1046 | -2,689 | -98.68% | Q1 2026 | May 13, 2026 |
| Purpose Unlimited Inc. | History | Reduced | 19 | 1 | 0.0% | 0.0% | 1052 | -103 | -84.43% | Q1 2026 | May 15, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 21 | 1 | 0.0% | 0.0% | 1047 | -59 | -73.75% | Q1 2026 | May 05, 2026 |
| Kingdom Financial Group LLC. | History | New | 36 | 1 | 0.0% | — | 1053 | +36 | New | Q1 2026 | May 13, 2026 |
| Dogwood Wealth Management LLC | History | New | 36 | 1 | 0.0% | — | 1055 | +36 | New | Q1 2026 | May 12, 2026 |
| Synergy Investment Management, LLC | History | New | 30 | 1 | 0.0% | — | 1054 | +30 | New | Q1 2026 | May 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 19 | 1 | 0.0% | — | 1044 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 1045 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Fairman Group, LLC | History | No change | 20 | 1 | 0.0% | — | 1048 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 24 | 1 | 0.02% | 0.02% | 1049 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Holos Integrated Wealth LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 1050 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ares Financial Consulting, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 1051 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.08% | — | -1,474,951 | -100.0% | Q1 2026 | May 15, 2026 |
| Soleus Capital Management, L.P. | History | Closed out | 0 | 0 | — | 1.16% | — | -639,000 | -100.0% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -380,919 | -100.0% | Q1 2026 | May 14, 2026 |
| TANG CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -300,000 | -100.0% | Q1 2026 | May 15, 2026 |
| NINE MASTS CAPITAL Ltd | History | Closed out | 0 | 0 | — | 1.74% | — | -205,929 | -100.0% | Q1 2026 | May 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -158,715 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Oxbow Advisors, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -142,798 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -107,251 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -94,554 | -100.0% | Q1 2026 | May 15, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.18% | — | -67,804 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -54,270 | -100.0% | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -51,146 | -100.0% | Q1 2026 | May 12, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.06% | — | -38,497 | -100.0% | Q1 2026 | May 13, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -35,199 | -100.0% | Q1 2026 | May 14, 2026 |
| Havemeyer Place LP | History | Closed out | 0 | 0 | — | 0.27% | — | -28,216 | -100.0% | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -22,278 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,738 | -100.0% | Q1 2026 | May 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,963 | -100.0% | Q1 2026 | May 15, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -15,200 | -100.0% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -15,118 | -100.0% | Q1 2026 | May 01, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -14,759 | -100.0% | Q1 2026 | May 01, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -14,523 | -100.0% | Q1 2026 | May 14, 2026 |
| Carr Financial Group Corp | History | Closed out | 0 | 0 | — | 0.19% | — | -14,314 | -100.0% | Q1 2026 | May 12, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,825 | -100.0% | Q1 2026 | May 07, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -13,496 | -100.0% | Q1 2026 | Apr 23, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -12,422 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Holowesko Partners Ltd. | History | Closed out | 0 | 0 | — | 0.2% | — | -12,000 | -100.0% | Q1 2026 | May 13, 2026 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -10,844 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Vericrest Private Wealth | History | Closed out | 0 | 0 | — | 0.4% | — | -9,094 | -100.0% | Q1 2026 | May 06, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.3% | — | -8,204 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -7,356 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,645 | -100.0% | Q1 2026 | May 01, 2026 |
| SkyView Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,157 | -100.0% | Q1 2026 | May 14, 2026 |
| Larry Mathis Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -5,798 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Perennial Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,718 | -100.0% | Q1 2026 | May 15, 2026 |
| New Republic Capital, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,612 | -100.0% | Q1 2026 | May 01, 2026 |
| Sunpointe, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,021 | -100.0% | Q1 2026 | Apr 21, 2026 |
| First County Bank /CT/ | History | Closed out | 0 | 0 | — | 0.13% | — | -4,970 | -100.0% | Q1 2026 | Apr 03, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,828 | -100.0% | Q1 2026 | Apr 16, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,510 | -100.0% | Q1 2026 | May 08, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,440 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,193 | -100.0% | Q1 2026 | May 11, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,575 | -100.0% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,449 | -100.0% | Q1 2026 | May 04, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,668 | -100.0% | Q1 2026 | May 07, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,300 | -100.0% | Q1 2026 | May 12, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -757 | -100.0% | Q1 2026 | May 12, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -606 | -100.0% | Q1 2026 | May 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -566 | -100.0% | Q1 2026 | May 11, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -549 | -100.0% | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -530 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -517 | -100.0% | Q1 2026 | May 15, 2026 |
| New England Capital Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -421 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -405 | -100.0% | Q1 2026 | May 01, 2026 |
| Richard W. Paul & Associates, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -341 | -100.0% | Q1 2026 | May 13, 2026 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -325 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -312 | -100.0% | Q1 2026 | Apr 28, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -243 | -100.0% | Q1 2026 | May 15, 2026 |
| LM Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -225 | -100.0% | Q1 2026 | May 13, 2026 |
| Community Bank, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -217 | -100.0% | Q1 2026 | May 12, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -177 | -100.0% | Q1 2026 | May 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q1 2026 | May 11, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -146 | -100.0% | Q1 2026 | May 14, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Pingora Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | Apr 29, 2026 |
| N.E.W. Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q1 2026 | May 04, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q1 2026 | May 15, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q1 2026 | May 06, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q1 2026 | May 11, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | Apr 24, 2026 |
| West Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | Apr 08, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 19, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | Apr 21, 2026 |
| GS Investments, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 06, 2026 |
| DANSKE BANK A/S | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| High Note Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Rakuten Securities, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |