LAMAR ADVERTISING CO/NEW - LAMR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 9,614,182 | 1,499,620 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 7,506,411 | 1,170,849 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,927,671 | 612,638 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 3,170,047 | 494,463 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,807,453 | 437,970 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 2,728,605 | 425,607 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Jupiter Topco LLC | History | No change | 2,724,525 | 424,995 | 0.17% | 0.17% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 2,342,304 | 365,352 | 0.2% | 0.2% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Boston Partners | History | No change | 2,317,282 | 361,458 | 0.32% | 0.32% | 9 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 2,125,742 | 331,573 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COHEN & STEERS, INC. | History | No change | 2,111,982 | 329,428 | 0.52% | 0.52% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,536,592 | 239,677 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,435,353 | 223,886 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,434,345 | 222,007 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,342,240 | 209,362 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,334,528 | 192,324 | 0.03% | 0.04% | 16 | +24,484 | 1.87% | Q3 2026 | Nov 04, 2026 |
| Hamlin Capital Management, LLC | History | Reduced | 1,320,340 | 190,274 | 4.71% | 4.7% | 17 | -19,873 | -1.48% | Q3 2026 | Oct 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 1,060,982 | 165,493 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 936,805 | 146,122 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 990,670 | 143,327 | 0.72% | 0.78% | 20 | -21,578 | -2.13% | Q3 2026 | Oct 14, 2026 |
| Capital World Investors | History | No change | 903,020 | 140,853 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 877,305 | 136,841 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 873,591 | 136,262 | 0.16% | 0.16% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 887,995 | 127,968 | 0.24% | 0.29% | 24 | -59,219 | -6.25% | Q3 2026 | Oct 29, 2026 |
| Egerton Capital (UK) LLP | History | Reduced | 867,591 | 125,028 | 1.27% | 1.64% | 25 | -223,028 | -20.45% | Q3 2026 | Oct 20, 2026 |
| NORGES BANK | History | No change | 775,936 | 121,030 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 774,828 | 120,857 | 0.12% | 0.12% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 751,003 | 117,141 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 742,175 | 115,764 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 656,405 | 102,385 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 638,408 | 99,578 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 563,269 | 87,858 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 553,246 | 86,295 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 544,914 | 84,995 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 507,505 | 84,552 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 508,524 | 80,157 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 468,752 | 73,115 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 461,941 | 72,053 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Reduced | 465,454 | 67,076 | 1.8% | 1.94% | 39 | -4,009 | -0.85% | Q3 2026 | Oct 26, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 411,638 | 64,207 | 1.8% | 1.8% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 394,539 | 61,698 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 373,658 | 58,283 | 0.18% | 0.18% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | No change | 361,934 | 56,454 | 0.48% | 0.48% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 349,071 | 54,448 | 0.39% | 0.39% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 346,887 | 54,107 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ruffer LLP | History | No change | 338,207 | 52,696 | 1.86% | 1.86% | 46 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 333,128 | 51,961 | 0.18% | 0.18% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Epoch Investment Partners, Inc. | History | No change | 328,245 | 51,199 | 0.29% | 0.29% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LFL Advisers, LLC | History | No change | 313,640 | 48,921 | 13.08% | 13.08% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Artisan Partners Limited Partnership | History | No change | 287,610 | 44,861 | 0.07% | 0.07% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 286,054 | 44,618 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Trust Walden Corp | History | Reduced | 302,463 | 43,587 | 0.35% | 0.37% | 52 | -10,305 | -3.29% | Q3 2026 | Oct 30, 2026 |
| RHUMBLINE ADVISERS | History | No change | 252,448 | 39,376 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 217,965 | 33,998 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 211,161 | 32,936 | 0.55% | 0.55% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 206,916 | 32,274 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 197,476 | 30,802 | 1.45% | 1.45% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 192,742 | 30,063 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 204,516 | 29,472 | 2.93% | 3.3% | 59 | -3,217 | -1.55% | Q3 2026 | Oct 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 188,706 | 29,435 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CI INVESTMENTS INC. | History | No change | 186,235 | 29,048 | 0.09% | 0.09% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 186,108 | 29,029 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 199,788 | 28,791 | 0.01% | 0.02% | 63 | +2,366 | 1.2% | Q3 2026 | Nov 02, 2026 |
| HRT FINANCIAL LP | History | No change | 180,413 | 28,140 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 180,280 | 28,120 | 0.09% | 0.09% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 178,996 | 27,919 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARKEL GROUP INC. | History | No change | 193,000 | 27,813 | 0.22% | 0.23% | 67 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 176,973 | 27,604 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 174,438 | 27,208 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | No change | 169,694 | 26,468 | 0.21% | 0.21% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 157,968 | 24,639 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arbejdsmarkedets Tillaegspension | History | Reduced | 169,900 | 24,484 | 0.62% | 0.62% | 72 | -13,000 | -7.11% | Q3 2026 | Oct 30, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 155,346 | 24,230 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | No change | 150,908 | 23,538 | 0.09% | 0.09% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 146,081 | 22,785 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 141,285 | 22,037 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Select Equity Group, L.P. | History | No change | 140,364 | 21,893 | 0.11% | 0.11% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 139,433 | 21,748 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 136,795 | 21,337 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 147,867 | 21,309 | 0.59% | 0.62% | 80 | -1,932 | -1.29% | Q3 2026 | Nov 04, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 144,138 | 20,771 | 0.05% | 0.06% | 81 | +6,153 | 4.46% | Q3 2026 | Oct 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 158,331 | 20,054 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 128,554 | 20,051 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mariner, LLC | History | No change | 126,653 | 19,755 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Adelante Capital Management LLC | History | No change | 122,594 | 19,122 | 1.26% | 1.26% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Land & Buildings Investment Management, LLC | History | No change | 122,160 | 19,054 | 3.27% | 3.27% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 112,996 | 17,625 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 114,074 | 16,439 | 0.02% | 0.02% | 88 | +17,811 | 18.5% | Q3 2026 | Nov 02, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 103,715 | 16,177 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WS MANAGEMENT LLLP | History | No change | 101,700 | 15,863 | 1.39% | 1.39% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 101,054 | 15,762 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 100,851 | 15,730 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 99,826 | 15,570 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 97,784 | 15,252 | 0.07% | 0.07% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 97,712 | 15,241 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 96,781 | 15,095 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 96,502 | 15,052 | 0.09% | 0.09% | 97 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 92,700 | 14,459 | 0.08% | 0.08% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 97,181 | 14,004 | 0.54% | 0.61% | 99 | -125 | -0.13% | Q3 2026 | Oct 23, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 88,161 | 13,751 | 0.06% | 0.06% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 83,201 | 12,977 | 0.12% | 0.12% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | Added to | 89,986 | 12,967 | 0.02% | 0.02% | 102 | +5,698 | 6.76% | Q3 2026 | Oct 21, 2026 |
| Retirement Systems of Alabama | History | Reduced | 89,870 | 12,951 | 0.04% | 0.04% | 103 | -169 | -0.19% | Q3 2026 | Nov 04, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 82,789 | 12,913 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADVISORY RESEARCH INC | History | No change | 82,766 | 12,909 | 1.29% | 1.29% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 89,052 | 12,833 | 0.02% | 0.02% | 106 | -953 | -1.06% | Q3 2026 | Oct 30, 2026 |
| Waverly Advisors, LLC | History | No change | 81,889 | 12,773 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 79,686 | 12,429 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 79,189 | 12,351 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 84,222 | 12,137 | 0.01% | 0.01% | 110 | -9,104 | -9.76% | Q3 2026 | Oct 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 86,606 | 11,833 | 0.02% | 0.02% | 111 | -6,375 | -6.86% | Q3 2026 | Oct 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 81,515 | 11,747 | 0.01% | 0.01% | 112 | +6,885 | 9.23% | Q3 2026 | Nov 04, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 80,388 | 11,585 | 0.02% | 0.02% | 113 | -1,345 | -1.65% | Q3 2026 | Oct 22, 2026 |
| GABELLI FUNDS LLC | History | No change | 73,973 | 11,538 | 0.07% | 0.07% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 73,475 | 11,460 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 71,995 | 11,229 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 71,672 | 11,179 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 70,116 | 10,936 | 0.49% | 0.49% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | No change | 69,687 | 10,869 | 0.83% | 0.83% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 69,442 | 10,831 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 74,663 | 10,759 | 1.5% | 1.66% | 121 | -3,323 | -4.26% | Q3 2026 | Oct 13, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | No change | 66,333 | 10,346 | 0.95% | 0.95% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 65,449 | 10,208 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 70,049 | 10,094 | 0.2% | 0.2% | 124 | +4,927 | 7.57% | Q3 2026 | Oct 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 64,432 | 10,050 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEPHENS INC /AR/ | History | No change | 64,390 | 10,043 | 0.11% | 0.11% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Russell Investments Group, Ltd. | History | No change | 64,114 | 10,001 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 62,149 | 9,694 | 0.76% | 0.76% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Empowered Funds, LLC | History | No change | 61,855 | 9,648 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 61,469 | 9,587 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 60,325 | 9,409 | 1.09% | 1.09% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 60,310 | 9,407 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 59,562 | 9,290 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 58,888 | 9,185 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 61,472 | 8,858 | 1.1% | 1.2% | 135 | -622 | -1.0% | Q3 2026 | Oct 14, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 56,150 | 8,758 | 0.16% | 0.16% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 53,863 | 8,401 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | No change | 53,843 | 8,398 | 0.26% | 0.26% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 53,311 | 8,315 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 52,476 | 8,185 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOWE & RUSLING INC | History | No change | 51,961 | 8,104 | 0.47% | 0.47% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 51,295 | 7,997 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 48,631 | 7,585 | 0.13% | 0.13% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | New | 52,590 | 7,578 | 0.03% | — | 144 | +52,590 | New | Q3 2026 | Oct 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 48,005 | 7,487 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 47,547 | 7,416 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vancity Investment Management Ltd | History | No change | 47,467 | 7,404 | 1.11% | 1.11% | 147 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 47,449 | 7,401 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 51,057 | 7,357 | 0.08% | 0.08% | 149 | -51 | -0.1% | Q3 2026 | Oct 15, 2026 |
| Cerity Partners LLC | History | No change | 47,014 | 7,333 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 49,103 | 7,076 | 0.2% | 0.21% | 151 | +755 | 1.56% | Q3 2026 | Oct 13, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 45,362 | 7,075 | 0.66% | 0.66% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 44,935 | 7,006 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 44,871 | 6,998 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KBC Group NV | History | Added to | 47,967 | 6,913 | 0.01% | 0.02% | 155 | +214 | 0.45% | Q3 2026 | Oct 22, 2026 |
| Royal Fund Management, LLC | History | Added to | 47,703 | 6,874 | 0.55% | 0.6% | 156 | +1,394 | 3.01% | Q3 2026 | Oct 22, 2026 |
| Neuberger Berman Group LLC | History | No change | 43,632 | 6,805 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| HOURGLASS CAPITAL, LLC | History | Reduced | 46,850 | 6,751 | 1.38% | 1.46% | 158 | -780 | -1.64% | Q3 2026 | Oct 23, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 43,045 | 6,714 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 46,588 | 6,713 | 0.0% | 0.0% | 160 | -1,963 | -4.04% | Q3 2026 | Nov 04, 2026 |
| Creative Planning | History | Added to | 44,096 | 6,354 | 0.0% | 0.0% | 161 | +10,476 | 31.16% | Q3 2026 | Nov 02, 2026 |
| Corient Private Wealth LP | History | No change | 40,307 | 6,287 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 39,671 | 6,164 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 39,129 | 6,160 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 39,237 | 6,124 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 39,048 | 6,091 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 38,562 | 6,014 | 0.05% | 0.05% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | No change | 38,436 | 5,995 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 38,210 | 5,974 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | No change | 37,875 | 5,907 | 0.78% | 0.78% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | No change | 37,805 | 5,896 | 0.18% | 0.18% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 37,795 | 5,895 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | No change | 36,693 | 5,882 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Added to | 40,437 | 5,827 | 0.04% | 0.04% | 174 | +319 | 0.8% | Q3 2026 | Oct 23, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 40,375 | 5,818 | 0.52% | 0.59% | 175 | -1,345 | -3.22% | Q3 2026 | Oct 19, 2026 |
| Paralel Advisors LLC | History | No change | 37,168 | 5,797 | 0.22% | 0.22% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 36,600 | 5,711 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | No change | 36,342 | 5,669 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 36,108 | 5,632 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 35,887 | 5,597 | 0.05% | 0.05% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 35,876 | 5,596 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACQUARIE GROUP LTD | History | No change | 35,876 | 5,595 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 35,702 | 5,568 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ProVise Management Group, LLC | History | No change | 35,054 | 5,467 | 0.37% | 0.37% | 184 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 34,922 | 5,447 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 34,239 | 5,340 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 34,213 | 5,336 | 0.88% | 0.88% | 187 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 36,465 | 5,254 | 0.02% | 0.02% | 188 | +1,100 | 3.11% | Q3 2026 | Oct 20, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 33,547 | 5,232 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Willis Investment Counsel | History | Added to | 36,253 | 5,224 | 0.27% | 0.25% | 190 | +2,442 | 7.22% | Q3 2026 | Oct 20, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 33,435 | 5,215 | 0.28% | 0.28% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 32,504 | 5,069 | 1.01% | 1.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 30,637 | 4,778 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 32,658 | 4,706 | 0.14% | 0.16% | 194 | -50 | -0.15% | Q3 2026 | Nov 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 32,360 | 4,663 | 0.01% | 0.02% | 195 | -8,426 | -20.66% | Q3 2026 | Nov 02, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 29,586 | 4,614 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JB Capital LLC | History | Added to | 31,780 | 4,579 | 0.16% | 0.17% | 197 | +1,038 | 3.38% | Q3 2026 | Oct 19, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 31,741 | 4,574 | 0.05% | 0.05% | 198 | -565 | -1.75% | Q3 2026 | Oct 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 28,538 | 4,451 | 0.06% | 0.06% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALGERT GLOBAL LLC | History | No change | 28,320 | 4,417 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 27,981 | 4,364 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bleakley Financial Group, LLC | History | No change | 27,878 | 4,348 | 0.06% | 0.06% | 202 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 30,081 | 4,335 | 0.55% | 0.63% | 203 | -798 | -2.58% | Q3 2026 | Oct 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 27,527 | 4,293 | 0.11% | 0.11% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Added to | 29,740 | 4,285 | 0.85% | 0.87% | 205 | +986 | 3.43% | Q3 2026 | Oct 07, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 27,470 | 4,284 | 0.18% | 0.18% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELLERSON GROUP INC /ADV | History | Reduced | 27,306 | 4,281 | 2.48% | 2.61% | 207 | -1,069 | -3.77% | Q3 2026 | Nov 04, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 27,347 | 4,265 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL PLC | History | No change | 27,143 | 4,233 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Palouse Capital Management, Inc. | History | No change | 26,416 | 4,120 | 2.57% | 2.57% | 210 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 26,358 | 4,111 | 0.05% | 0.05% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 26,317 | 4,105 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 26,027 | 4,059 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 25,374 | 3,957 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 24,970 | 3,894 | 0.15% | 0.15% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 26,063 | 3,792 | 0.0% | 0.0% | 216 | +24,568 | 1643.34% | Q3 2026 | Oct 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 25,943 | 3,738 | 0.04% | 0.05% | 217 | -1,480 | -5.4% | Q3 2026 | Oct 22, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 25,900 | 3,732 | 0.06% | 0.06% | 218 | +400 | 1.57% | Q3 2026 | Oct 20, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 25,312 | 3,647 | 0.01% | 0.01% | 219 | +1,089 | 4.5% | Q3 2026 | Nov 05, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 24,905 | 3,589 | 0.41% | 0.38% | 220 | +3,263 | 15.08% | Q3 2026 | Oct 16, 2026 |
| Vestcor Inc | History | No change | 22,667 | 3,536 | 0.09% | 0.09% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arizona State Retirement System | History | Added to | 24,520 | 3,533 | 0.02% | 0.02% | 222 | +539 | 2.25% | Q3 2026 | Nov 03, 2026 |
| M&T BANK CORP | History | No change | 22,552 | 3,518 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 22,469 | 3,504 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 22,373 | 3,489 | 0.1% | 0.1% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 22,021 | 3,434 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 21,153 | 3,299 | 0.05% | 0.05% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 21,044 | 3,282 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 20,947 | 3,267 | 0.2% | 0.2% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMERCE BANK | History | No change | 20,502 | 3,197 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 20,500 | 3,197 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 22,086 | 3,182 | 0.02% | 0.02% | 232 | +1,607 | 7.85% | Q3 2026 | Oct 20, 2026 |
| PEAK6 LLC | History | No change | 19,900 | 3,104 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEOS Investment Management LLC | History | Added to | 21,207 | 3,056 | 0.01% | 0.01% | 234 | +2,528 | 13.53% | Q3 2026 | Nov 04, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 19,582 | 3,054 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Trail Advisors, LLC | History | No change | 19,362 | 3,020 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 20,797 | 2,997 | 0.01% | 0.02% | 237 | -44 | -0.21% | Q3 2026 | Nov 03, 2026 |
| Klingman & Associates, LLC | History | Added to | 20,726 | 2,986 | 0.12% | 0.14% | 238 | +353 | 1.73% | Q3 2026 | Oct 20, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 20,438 | 2,945 | 0.01% | 0.01% | 239 | +100 | 0.49% | Q3 2026 | Oct 27, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 19,847 | 2,860 | 0.03% | 0.03% | 240 | +139 | 0.71% | Q3 2026 | Oct 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 18,330 | 2,859 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 17,800 | 2,776 | 0.07% | 0.07% | 242 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 17,780 | 2,773 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Exit Wealth Advisors, LLC. | History | No change | 17,575 | 2,741 | 1.25% | 1.25% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | No change | 17,536 | 2,735 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 17,476 | 2,725 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Goldman & Co LP | History | No change | 17,375 | 2,710 | 0.07% | 0.07% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 18,544 | 2,672 | 0.15% | 0.17% | 248 | -404 | -2.13% | Q3 2026 | Oct 23, 2026 |
| Hedeker Wealth, LLC | History | Added to | 18,238 | 2,628 | 0.48% | 0.54% | 249 | +101 | 0.56% | Q3 2026 | Oct 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 16,637 | 2,595 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 18,004 | 2,594 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Erste Asset Management GmbH | History | No change | 16,200 | 2,533 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 17,527 | 2,525 | 0.07% | 0.07% | 253 | +2,005 | 12.92% | Q3 2026 | Oct 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 17,325 | 2,496 | 0.02% | 0.03% | 254 | -443 | -2.49% | Q3 2026 | Oct 20, 2026 |
| First American Bank | History | Added to | 17,116 | 2,466 | 0.14% | 0.13% | 255 | +1,751 | 11.4% | Q3 2026 | Oct 27, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 15,651 | 2,441 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Added to | 16,663 | 2,401 | 0.16% | 0.17% | 257 | +241 | 1.47% | Q3 2026 | Oct 09, 2026 |
| CHOREO, LLC | History | Added to | 16,453 | 2,371 | 0.02% | 0.03% | 258 | +845 | 5.41% | Q3 2026 | Oct 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 15,147 | 2,362 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verition Fund Management LLC | History | No change | 14,589 | 2,275 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pensionfund PDN | History | Reduced | 15,700 | 2,263 | 1.33% | 1.42% | 261 | -2,000 | -11.3% | Q3 2026 | Oct 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 14,500 | 2,261 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 15,316 | 2,207 | 0.0% | 0.01% | 263 | -20,487 | -57.22% | Q3 2026 | Nov 02, 2026 |
| Argent Advisors, Inc. | History | No change | 14,073 | 2,195 | 0.55% | 0.55% | 264 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| REAVES W H & CO INC | History | No change | 14,000 | 2,183 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 13,703 | 2,137 | 0.81% | 0.81% | 266 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 13,683 | 2,134 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 13,621 | 2,124 | 0.04% | 0.04% | 268 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dakota Wealth Management | History | No change | 13,602 | 2,121 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 13,562 | 2,115 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 13,442 | 2,083 | 0.04% | 0.03% | 271 | +3,439 | 34.38% | Q3 2026 | Oct 26, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 13,241 | 2,065 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 12,983 | 2,046 | 0.03% | 0.0% | 273 | +11,188 | 623.29% | Q3 2026 | Nov 04, 2026 |
| Militia Capital Management LLC | History | No change | 13,100 | 2,043 | 0.06% | 0.06% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 14,129 | 2,036 | 0.01% | 0.01% | 275 | +2,127 | 17.72% | Q3 2026 | Oct 23, 2026 |
| Utah Retirement Systems | History | No change | 12,953 | 2,020 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 13,951 | 2,010 | 0.02% | 0.02% | 277 | -44 | -0.31% | Q3 2026 | Oct 15, 2026 |
| Entropy Technologies, LP | History | No change | 12,402 | 1,934 | 0.08% | 0.08% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 13,205 | 1,902 | 0.0% | 0.0% | 279 | -218 | -1.62% | Q3 2026 | Nov 03, 2026 |
| XTX Topco Ltd | History | No change | 12,174 | 1,898 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 13,095 | 1,887 | 0.39% | 0.42% | 281 | -10 | -0.08% | Q3 2026 | Oct 20, 2026 |
| Sage Capital Management, LLC | History | Added to | 13,059 | 1,883 | 0.72% | 0.79% | 282 | +92 | 0.71% | Q3 2026 | Oct 20, 2026 |
| DigitalBridge Group, Inc. | History | No change | 12,000 | 1,871 | 0.11% | 0.11% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Massar Capital Management, LP | History | No change | 11,974 | 1,867 | 0.18% | 0.18% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 11,833 | 1,846 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SWS Partners | History | Reduced | 12,676 | 1,826 | 0.39% | 0.47% | 286 | -1,371 | -9.76% | Q3 2026 | Oct 26, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 12,367 | 1,782 | 0.09% | 0.1% | 287 | -364 | -2.86% | Q3 2026 | Nov 05, 2026 |
| Ethic Inc. | History | Reduced | 12,259 | 1,766 | 0.02% | 0.02% | 288 | -483 | -3.79% | Q3 2026 | Nov 03, 2026 |
| Pathstone Holdings, LLC | History | No change | 11,326 | 1,766 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diametric Capital, LP | History | No change | 11,090 | 1,729 | 0.18% | 0.18% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 11,058 | 1,724 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XPONANCE LLC | History | Reduced | 11,728 | 1,690 | 0.01% | 0.01% | 292 | -345 | -2.86% | Q3 2026 | Nov 03, 2026 |
| Douglas Lane & Associates, LLC | History | No change | 11,649 | 1,678 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 10,726 | 1,673 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 11,603 | 1,672 | 0.0% | 0.02% | 295 | -35,483 | -75.36% | Q3 2026 | Nov 02, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 10,709 | 1,670 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,633 | 1,658 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 11,433 | 1,647 | 1.0% | — | 298 | +11,433 | New | Q3 2026 | Oct 07, 2026 |
| Diversified Trust Co | History | No change | 10,282 | 1,603 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LVW Advisors, LLC | History | New | 11,061 | 1,594 | 0.13% | — | 300 | +11,061 | New | Q3 2026 | Oct 19, 2026 |
| Jefferies Financial Group Inc. | History | No change | 10,219 | 1,593 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ALLSTATE CORP | History | No change | 10,129 | 1,579 | 0.02% | 0.02% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | New | 10,854 | 1,564 | 0.02% | — | 303 | +10,854 | New | Q3 2026 | Nov 05, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | Reduced | 10,832 | 1,561 | 0.94% | 1.02% | 304 | -26 | -0.24% | Q3 2026 | Oct 14, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 9,878 | 1,540 | 0.1% | 0.1% | 305 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brevan Howard Capital Management LP | History | No change | 9,798 | 1,528 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | History | No change | 9,764 | 1,523 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 9,737 | 1,518 | 0.24% | 0.24% | 308 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 9,702 | 1,513 | 0.13% | 0.13% | 309 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 9,633 | 1,502 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SEB Asset Management AB | History | Reduced | 10,342 | 1,490 | 0.01% | 0.01% | 311 | -175 | -1.66% | Q3 2026 | Nov 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 10,112 | 1,457 | 0.02% | 0.02% | 312 | +3,512 | 53.21% | Q3 2026 | Oct 27, 2026 |
| EntryPoint Capital, LLC | History | No change | 9,310 | 1,452 | 0.35% | 0.35% | 313 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 9,968 | 1,436 | 0.03% | 0.03% | 314 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ethos Financial Group, LLC | History | No change | 8,908 | 1,389 | 0.09% | 0.09% | 315 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Applied Capital LLC/FL | History | Added to | 9,422 | 1,357 | 0.54% | 0.52% | 316 | +1,247 | 15.25% | Q3 2026 | Oct 07, 2026 |
| BURNEY CO/ | History | Reduced | 9,399 | 1,354 | 0.04% | 0.04% | 317 | -282 | -2.91% | Q3 2026 | Oct 15, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 8,638 | 1,347 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 8,393 | 1,309 | 0.02% | 0.02% | 319 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | No change | 8,285 | 1,292 | 0.91% | 0.91% | 320 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kera Capital Partners, Inc. | History | No change | 8,172 | 1,274 | 0.12% | 0.12% | 321 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 8,155 | 1,271 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SYON CAPITAL LLC | History | No change | 8,036 | 1,253 | 0.05% | 0.05% | 323 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 8,568 | 1,234 | 0.02% | 0.02% | 324 | -20 | -0.23% | Q3 2026 | Nov 03, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 7,895 | 1,231 | 0.08% | 0.08% | 325 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 7,848 | 1,224 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 7,668 | 1,196 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 7,612 | 1,187 | 0.25% | 0.25% | 328 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,582 | 1,182 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | No change | 7,539 | 1,175 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 7,515 | 1,172 | 0.1% | 0.1% | 331 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 8,021 | 1,155 | 0.0% | 0.01% | 332 | +168 | 2.14% | Q3 2026 | Nov 03, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | No change | 7,362 | 1,148 | 0.21% | 0.21% | 333 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 7,905 | 1,139 | 0.04% | 0.05% | 334 | -80 | -1.0% | Q3 2026 | Oct 13, 2026 |
| First PREMIER Bank | History | No change | 7,760 | 1,118 | 0.18% | 0.2% | 335 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 7,133 | 1,112 | 0.09% | 0.09% | 336 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 6,900 | 1,076 | 0.23% | 0.23% | 337 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Friedenthal Financial | History | New | 7,459 | 1,074 | 0.47% | — | 339 | +7,459 | New | Q3 2026 | Oct 27, 2026 |
| First National Advisers, LLC | History | No change | 6,891 | 1,074 | 0.15% | 0.15% | 338 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,398 | 1,066 | 0.01% | 0.02% | 340 | -752 | -9.23% | Q3 2026 | Oct 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,821 | 1,063 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AVENIR CORP | History | No change | 6,780 | 1,057 | 0.13% | 0.13% | 342 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 6,727 | 1,049 | 0.03% | 0.03% | 343 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Reduced | 7,211 | 1,039 | 0.22% | 0.27% | 345 | -667 | -8.47% | Q3 2026 | Oct 15, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 6,403 | 1,039 | 0.04% | 0.04% | 344 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pensionfund Sabic | History | Reduced | 7,200 | 1,038 | 1.25% | 1.43% | 346 | -1,400 | -16.28% | Q3 2026 | Oct 05, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 7,085 | 1,037 | 0.09% | 0.08% | 347 | +1,561 | 28.26% | Q3 2026 | Oct 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 6,617 | 1,032 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 6,584 | 1,026 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 6,510 | 1,015 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 6,497 | 1,013 | 0.05% | 0.05% | 351 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthspire Advisors, LLC | History | No change | 6,496 | 1,013 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 6,907 | 995 | 0.02% | 0.02% | 353 | +1,532 | 28.5% | Q3 2026 | Nov 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 6,368 | 993 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 6,835 | 984 | 0.02% | 0.02% | 355 | +152 | 2.27% | Q3 2026 | Oct 28, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 6,284 | 980 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 6,738 | 971 | 0.09% | 0.09% | 358 | +1,057 | 18.61% | Q3 2026 | Oct 27, 2026 |
| Glenview Trust Co | History | Added to | 6,742 | 971 | 0.01% | 0.01% | 357 | +295 | 4.58% | Q3 2026 | Oct 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,691 | 964 | 0.01% | 0.01% | 359 | +8 | 0.12% | Q3 2026 | Oct 27, 2026 |
| MTM Investment Management, LLC | History | No change | 6,660 | 959 | 0.28% | 0.3% | 360 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| F/m Investments LLC | History | No change | 5,998 | 935 | 0.05% | 0.05% | 361 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 6,449 | 929 | 0.08% | 0.11% | 363 | -1,757 | -21.41% | Q3 2026 | Oct 28, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 5,957 | 929 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| iA Global Asset Management Inc. | History | Added to | 6,356 | 916 | 0.01% | 0.01% | 364 | +2,941 | 86.12% | Q3 2026 | Oct 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 6,323 | 911 | 0.02% | 0.02% | 365 | -85 | -1.33% | Q3 2026 | Oct 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,820 | 907 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,796 | 904 | 0.02% | 0.02% | 367 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 6,257 | 901 | 0.04% | 0.05% | 368 | +553 | 9.69% | Q3 2026 | Oct 13, 2026 |
| Provident Investment Management, Inc. | History | Added to | 6,230 | 897 | 0.09% | 0.09% | 369 | +140 | 2.3% | Q3 2026 | Oct 23, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 6,140 | 884 | 0.27% | 0.34% | 370 | -977 | -13.73% | Q3 2026 | Oct 19, 2026 |
| Jump Financial, LLC | History | No change | 5,635 | 878 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CERTUITY, LLC | History | Added to | 6,002 | 864 | 0.04% | 0.04% | 372 | +879 | 17.16% | Q3 2026 | Nov 02, 2026 |
| Harvest Portfolios Group Inc. | History | No change | 5,508 | 859 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 5,834 | 858 | 0.21% | 0.23% | 374 | -294 | -4.8% | Q3 2026 | Oct 20, 2026 |
| Frec Markets, Inc. | History | No change | 5,457 | 851 | 0.08% | 0.08% | 375 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marble Wealth, LLC | History | No change | 5,395 | 841 | 0.13% | 0.13% | 376 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GARDNER RUSSO & QUINN LLC | History | No change | 5,368 | 837 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inscription Capital, LLC | History | Reduced | 5,795 | 835 | 0.09% | 0.09% | 378 | -745 | -11.39% | Q3 2026 | Nov 02, 2026 |
| Invst, LLC | History | No change | 5,352 | 834 | 0.08% | 0.08% | 379 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 5,305 | 828 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Amundi | History | No change | 5,272 | 822 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 5,700 | 821 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Second Half Financial Partners, LLC | History | No change | 5,102 | 795 | 0.33% | 0.33% | 383 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 5,500 | 792 | 0.43% | 0.5% | 384 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| GREENLEAF TRUST | History | Reduced | 5,494 | 791 | 0.01% | 0.01% | 385 | -122 | -2.17% | Q3 2026 | Oct 29, 2026 |
| HUB Investment Partners, LLC | History | Added to | 5,449 | 785 | 0.01% | 0.02% | 386 | +57 | 1.06% | Q3 2026 | Nov 03, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 5,387 | 784 | 0.02% | 0.01% | 387 | +2,629 | 95.32% | Q3 2026 | Oct 09, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,011 | 781 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pallas Capital Advisors LLC | History | No change | 5,009 | 781 | 0.02% | 0.02% | 389 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gilbert & Cook, Inc. | History | No change | 4,995 | 779 | 0.09% | 0.09% | 390 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 5,400 | 778 | 0.01% | 0.01% | 391 | +400 | 8.0% | Q3 2026 | Oct 28, 2026 |
| INCEPTIONR LLC | History | No change | 4,991 | 778 | 0.19% | 0.19% | 392 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 4,956 | 773 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inspire Investing, LLC | History | Reduced | 5,307 | 764 | 0.03% | 0.04% | 394 | -265 | -4.76% | Q3 2026 | Oct 22, 2026 |
| HF Advisory Group, LLC | History | Reduced | 5,298 | 763 | 0.23% | 0.28% | 395 | -515 | -8.86% | Q3 2026 | Oct 09, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 5,275 | 760 | 0.07% | 0.07% | 396 | -120 | -2.22% | Q3 2026 | Nov 03, 2026 |
| AXQ CAPITAL, LP | History | No change | 4,835 | 754 | 0.08% | 0.08% | 397 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | No change | 4,830 | 753 | 0.16% | 0.16% | 398 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 4,788 | 746 | 0.04% | 0.04% | 399 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WHITTIER TRUST CO | History | No change | 4,678 | 739 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 4,732 | 738 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | New | 5,053 | 728 | 0.04% | — | 402 | +5,053 | New | Q3 2026 | Nov 03, 2026 |
| US BANCORP \DE\ | History | No change | 4,657 | 726 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 5,008 | 721 | 0.05% | 0.05% | 404 | +81 | 1.64% | Q3 2026 | Oct 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 4,611 | 719 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,561 | 711 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Segment Wealth Management, LLC | History | Added to | 4,850 | 698 | 0.04% | 0.04% | 407 | +5 | 0.1% | Q3 2026 | Oct 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 4,463 | 696 | 0.03% | 0.03% | 408 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | No change | 4,463 | 696 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 4,374 | 682 | 0.17% | 0.17% | 410 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 4,719 | 680 | 0.1% | 0.11% | 411 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 4,335 | 676 | 0.03% | 0.03% | 412 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DnB Asset Management AS | History | No change | 4,315 | 673 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 4,617 | 665 | 0.26% | 0.33% | 414 | -237 | -4.88% | Q3 2026 | Oct 21, 2026 |
| Nykredit A/S | History | No change | 4,230 | 659 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NOMURA HOLDINGS INC | History | No change | 4,196 | 654 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 4,524 | 651 | 0.05% | 0.05% | 417 | +295 | 6.98% | Q3 2026 | Oct 26, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 4,483 | 646 | 0.31% | — | 418 | +4,483 | New | Q3 2026 | Oct 27, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 4,134 | 644 | 0.03% | 0.03% | 419 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Powell Investment Advisors, LLC | History | No change | 4,438 | 639 | 0.2% | 0.22% | 420 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,091 | 638 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 4,361 | 628 | 0.01% | 0.02% | 422 | -4,018 | -47.95% | Q3 2026 | Oct 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 4,022 | 627 | 0.04% | 0.04% | 423 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 4,345 | 626 | 0.01% | 0.01% | 424 | +918 | 26.79% | Q3 2026 | Oct 27, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 4,340 | 625 | 0.03% | 0.02% | 425 | +1,185 | 37.56% | Q3 2026 | Nov 03, 2026 |
| NewEdge Wealth, LLC | History | No change | 3,988 | 622 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | Reduced | 4,307 | 620 | 0.01% | 0.01% | 427 | -1,450 | -25.19% | Q3 2026 | Oct 22, 2026 |
| Rehmann Capital Advisory Group | History | No change | 3,922 | 611 | 0.03% | 0.03% | 428 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 4,236 | 610 | 0.04% | 0.04% | 429 | +43 | 1.03% | Q3 2026 | Oct 26, 2026 |
| DoubleLine ETF Adviser LP | History | No change | 3,850 | 600 | 0.25% | 0.25% | 430 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 4,152 | 598 | 0.0% | 0.0% | 431 | +780 | 23.13% | Q3 2026 | Nov 04, 2026 |
| Storgate, LLC | History | No change | 3,832 | 597 | 0.12% | 0.12% | 432 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 3,806 | 593 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Norinchukin Bank, The | History | No change | 3,762 | 586 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 4,064 | 585 | 0.32% | 0.42% | 437 | -795 | -16.36% | Q3 2026 | Nov 03, 2026 |
| Krilogy Financial LLC | History | Added to | 3,987 | 585 | 0.02% | 0.02% | 436 | +486 | 13.88% | Q3 2026 | Oct 13, 2026 |
| Private Advisor Group, LLC | History | No change | 3,756 | 585 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fieldview Capital Management, LLC | History | No change | 3,734 | 582 | 0.17% | 0.17% | 438 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 4,031 | 580 | 0.13% | 0.16% | 439 | -172 | -4.09% | Q3 2026 | Oct 20, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 4,002 | 576 | 0.01% | 0.01% | 440 | +418 | 11.66% | Q3 2026 | Oct 21, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 3,963 | 571 | 0.01% | 0.01% | 441 | +214 | 5.71% | Q3 2026 | Oct 16, 2026 |
| Convergence Financial, LLC | History | Added to | 3,914 | 564 | 0.08% | 0.02% | 442 | +1,936 | 97.88% | Q3 2026 | Oct 27, 2026 |
| Stokes Family Office, LLC | History | No change | 3,615 | 563 | 0.07% | 0.07% | 443 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Van Diest Capital, LLC | History | No change | 3,605 | 562 | 0.5% | 0.5% | 444 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Machina Capital S.A.S. | History | No change | 3,589 | 559 | 0.09% | 0.09% | 445 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LMR Partners LLP | History | No change | 3,471 | 541 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 3,450 | 538 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fulcrum Capital LLC | History | No change | 3,704 | 533 | 0.1% | 0.12% | 448 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Truvestments Capital LLC | History | No change | 3,371 | 525 | 0.08% | 0.08% | 449 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walleye Trading LLC | History | No change | 3,347 | 522 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisors Asset Management, Inc. | History | No change | 3,297 | 514 | 0.01% | 0.01% | 451 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GeoWealth Management, LLC | History | No change | 3,248 | 506 | 0.02% | 0.02% | 452 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 3,249 | 506 | 0.03% | 0.03% | 453 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Freestone Grove Partners LP | History | No change | 3,237 | 504 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,476 | 500 | 0.04% | 0.05% | 455 | +124 | 3.7% | Q3 2026 | Oct 01, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 3,468 | 499 | 0.0% | 0.0% | 456 | +643 | 22.76% | Q3 2026 | Oct 28, 2026 |
| AlphaGrep UK Ltd | History | No change | 3,170 | 494 | 0.15% | 0.15% | 457 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jacobs Equity LLC | History | No change | 3,164 | 493 | 0.34% | 0.34% | 458 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 3,412 | 491 | 0.1% | 0.09% | 459 | +399 | 13.24% | Q3 2026 | Oct 16, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,100 | 483 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 3,347 | 482 | 0.01% | 0.01% | 461 | +3 | 0.09% | Q3 2026 | Oct 22, 2026 |
| ProShare Advisors LLC | History | Reduced | 3,311 | 477 | 0.0% | 0.0% | 462 | -123 | -3.58% | Q3 2026 | Oct 28, 2026 |
| Blackstone Inc. | History | No change | 3,027 | 472 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 3,200 | 461 | 0.38% | 0.48% | 464 | -2,315 | -41.98% | Q3 2026 | Oct 29, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Added to | 3,100 | 446 | 0.14% | 0.14% | 465 | +500 | 19.23% | Q3 2026 | Oct 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 3,090 | 445 | 0.0% | 0.01% | 466 | -3,840 | -55.41% | Q3 2026 | Oct 16, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | No change | 2,848 | 444 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sivia Capital Partners, LLC | History | No change | 2,852 | 444 | 0.05% | 0.05% | 468 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Guardian Partners Inc. | History | No change | 3,053 | 439 | 0.04% | 0.04% | 469 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 3,063 | 438 | 0.0% | 0.0% | 471 | +12 | 0.39% | Q3 2026 | Oct 16, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 2,813 | 438 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSS LLC/IL | History | No change | 2,769 | 431 | 0.02% | 0.02% | 472 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SeaBridge Investment Advisors LLC | History | New | 2,978 | 429 | 0.06% | — | 473 | +2,978 | New | Q3 2026 | Oct 30, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 2,726 | 425 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optas, LLC | History | No change | 2,711 | 422 | 0.06% | 0.06% | 475 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aegis Wealth Management LLC | History | No change | 2,672 | 416 | 0.2% | 0.2% | 476 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 2,671 | 416 | 0.02% | 0.02% | 477 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,886 | 415 | 0.01% | 0.01% | 478 | +373 | 14.84% | Q3 2026 | Nov 04, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 2,652 | 413 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 2,846 | 410 | 0.01% | 0.01% | 482 | +18 | 0.64% | Q3 2026 | Oct 21, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 2,851 | 410 | 0.17% | 0.18% | 480 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 2,846 | 410 | 0.02% | 0.02% | 481 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Legacy Financial Group LLC | History | No change | 2,631 | 410 | 0.05% | 0.05% | 483 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1832 Asset Management L.P. | History | No change | 2,601 | 405 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CFO4Life Group, LLC | History | No change | 2,588 | 403 | 0.05% | 0.05% | 485 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Preferred, LLC | History | No change | 2,548 | 401 | 0.06% | 0.06% | 486 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 2,776 | 400 | 0.09% | 0.1% | 487 | -346 | -11.08% | Q3 2026 | Oct 22, 2026 |
| CIBC Asset Management Inc | History | No change | 2,752 | 396 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Wedmont Private Capital | History | Added to | 2,716 | 395 | 0.01% | 0.01% | 489 | +599 | 28.29% | Q3 2026 | Oct 09, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 2,518 | 392 | 0.02% | 0.02% | 490 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Murphy Pohlad Asset Management LLC | History | Reduced | 2,703 | 389 | 0.14% | 0.25% | 491 | -1,846 | -40.58% | Q3 2026 | Oct 22, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 2,653 | 382 | 0.01% | 0.01% | 492 | -11 | -0.41% | Q3 2026 | Oct 23, 2026 |
| MBL Wealth, LLC | History | New | 2,639 | 380 | 0.02% | — | 494 | +2,639 | New | Q3 2026 | Oct 22, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 2,643 | 380 | 0.0% | 0.0% | 493 | +982 | 59.12% | Q3 2026 | Oct 13, 2026 |
| North Dakota State Investment Board | History | Added to | 2,613 | 376 | 0.01% | 0.02% | 495 | +46 | 1.79% | Q3 2026 | Oct 27, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 2,606 | 375 | 0.04% | 0.05% | 496 | +32 | 1.24% | Q3 2026 | Oct 13, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 2,393 | 373 | 0.03% | 0.03% | 497 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 2,367 | 369 | 0.03% | 0.03% | 498 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,364 | 369 | 0.01% | 0.01% | 499 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Platform Technology Partners | History | Added to | 2,549 | 367 | 0.06% | 0.04% | 500 | +917 | 56.19% | Q3 2026 | Nov 02, 2026 |
| Bull Harbor Capital LLC | History | No change | 2,329 | 363 | 0.07% | 0.07% | 501 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 2,496 | 360 | 0.0% | 0.01% | 502 | -3,270 | -56.71% | Q3 2026 | Oct 26, 2026 |
| World Investment Advisors | History | No change | 2,729 | 360 | 0.01% | 0.01% | 503 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 2,295 | 357 | 0.05% | 0.05% | 504 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 2,287 | 356 | 0.02% | 0.02% | 505 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hilltop Holdings Inc. | History | No change | 2,279 | 355 | 0.03% | 0.03% | 506 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 2,277 | 355 | 0.01% | 0.01% | 507 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Centurion Wealth Management LLC | History | Added to | 2,458 | 354 | 0.09% | 0.09% | 509 | +2 | 0.08% | Q3 2026 | Oct 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 2,276 | 354 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,432 | 350 | 0.0% | 0.0% | 510 | -1,288 | -34.62% | Q3 2026 | Oct 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 2,421 | 348 | 0.01% | 0.02% | 511 | -19 | -0.78% | Q3 2026 | Oct 26, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 2,200 | 343 | 0.06% | 0.06% | 512 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 2,200 | 343 | 0.02% | 0.02% | 513 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Virtue Capital Management, LLC | History | Added to | 2,376 | 342 | 0.04% | 0.05% | 515 | +46 | 1.97% | Q3 2026 | Oct 29, 2026 |
| SCHULHOFF & CO INC | History | No change | 2,195 | 342 | 0.14% | 0.14% | 514 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sagewood Asset Management LP | History | No change | 2,187 | 341 | 0.08% | 0.08% | 516 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 2,356 | 339 | 0.01% | 0.01% | 517 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Independent Advisor Alliance | History | No change | 2,143 | 334 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | No change | 2,113 | 329 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 2,284 | 329 | 0.03% | 0.03% | 520 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 2,104 | 328 | 0.02% | 0.02% | 521 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,279 | 328 | 0.06% | 0.07% | 522 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Allworth Financial LP | History | No change | 2,089 | 325 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 2,068 | 322 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 2,064 | 322 | 0.14% | 0.14% | 525 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 2,225 | 320 | 0.01% | 0.01% | 526 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 2,211 | 319 | 0.04% | 0.04% | 527 | -27 | -1.21% | Q3 2026 | Oct 21, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 2,194 | 316 | 0.05% | 0.05% | 528 | +435 | 24.73% | Q3 2026 | Oct 27, 2026 |
| GAMMA Investing LLC | History | Added to | 2,199 | 316 | 0.01% | 0.01% | 529 | +292 | 15.31% | Q3 2026 | Oct 08, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 2,175 | 313 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | No change | 2,004 | 312 | 0.01% | 0.01% | 531 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 2,151 | 309 | 0.1% | 0.11% | 533 | -87 | -3.89% | Q3 2026 | Oct 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 1,983 | 309 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DRW Securities, LLC | History | No change | 1,973 | 307 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 2,129 | 306 | 0.02% | 0.02% | 535 | -66 | -3.01% | Q3 2026 | Oct 16, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,950 | 304 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 2,096 | 301 | 0.01% | 0.02% | 538 | -76 | -3.5% | Q3 2026 | Nov 02, 2026 |
| Hudson Bay Capital Management LP | History | No change | 1,930 | 301 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,056 | 296 | 0.02% | 0.03% | 539 | +7 | 0.34% | Q3 2026 | Oct 20, 2026 |
| Polar Asset Management Partners Inc. | History | No change | 1,886 | 294 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 1,883 | 293 | 0.02% | 0.02% | 541 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Flaharty Asset Management, LLC | History | No change | 1,995 | 287 | 1.6% | 0.45% | 542 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 1,829 | 285 | 0.02% | 0.02% | 543 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANSDOWNE PARTNERS (UK) LLP | History | No change | 1,828 | 285 | 0.01% | 0.01% | 544 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 1,832 | 285 | 0.01% | 0.01% | 545 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 1,969 | 283 | 0.02% | 0.02% | 546 | +162 | 8.97% | Q3 2026 | Nov 02, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 1,957 | 282 | 0.01% | 0.01% | 547 | -638 | -24.59% | Q3 2026 | Oct 22, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,958 | 282 | 0.01% | 0.01% | 548 | -160 | -7.55% | Q3 2026 | Oct 22, 2026 |
| Advyzon Investment Management, LLC | History | No change | 1,810 | 282 | 0.02% | 0.02% | 549 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 1,956 | 281 | 0.0% | 0.0% | 550 | -9 | -0.46% | Q3 2026 | Oct 27, 2026 |
| Texas Yale Capital Corp. | History | No change | 1,807 | 281 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 1,797 | 280 | 0.01% | 0.01% | 552 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Carnegie Investment Counsel | History | No change | 1,930 | 278 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 1,914 | 275 | 0.01% | — | 557 | +1,914 | New | Q3 2026 | Nov 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 1,913 | 275 | 0.01% | 0.01% | 556 | +216 | 12.73% | Q3 2026 | Nov 02, 2026 |
| RB Capital Management, LLC | History | No change | 1,765 | 275 | 0.05% | 0.05% | 554 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 1,768 | 275 | 0.08% | 0.08% | 555 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 1,904 | 274 | 0.02% | 0.02% | 558 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Abound Wealth Management | History | New | 1,900 | 273 | 0.05% | — | 560 | +1,900 | New | Q3 2026 | Oct 26, 2026 |
| Argent Trust Co | History | No change | 1,751 | 273 | 0.01% | 0.01% | 559 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | No change | 1,736 | 270 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ellevest, Inc. | History | No change | 1,717 | 267 | 0.03% | 0.03% | 562 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Belpointe Asset Management LLC | History | No change | 1,712 | 267 | 0.01% | 0.01% | 563 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Summit Financial, LLC | History | No change | 1,717 | 267 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 1,852 | 266 | 0.0% | 0.0% | 566 | +159 | 9.39% | Q3 2026 | Oct 22, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | No change | 1,851 | 266 | 0.02% | 0.02% | 565 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Larson Financial Group LLC | History | No change | 1,701 | 265 | 0.01% | 0.01% | 567 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 1,831 | 263 | 0.0% | 0.0% | 568 | +79 | 4.51% | Q3 2026 | Nov 05, 2026 |
| Strategic Blueprint, LLC | History | Added to | 1,814 | 261 | 0.01% | 0.01% | 569 | +93 | 5.4% | Q3 2026 | Oct 22, 2026 |
| Vision Capital Management, Inc. | History | No change | 1,800 | 259 | 0.03% | 0.03% | 570 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Moran Wealth Management, LLC | History | New | 1,797 | 258 | 0.01% | — | 571 | +1,797 | New | Q3 2026 | Oct 22, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 1,784 | 257 | 0.01% | 0.01% | 572 | -52 | -2.83% | Q3 2026 | Oct 28, 2026 |
| Vantus Wealth LLC | History | No change | 1,650 | 257 | 0.14% | 0.14% | 573 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Reduced | 1,781 | 256 | 0.07% | 0.08% | 574 | -10 | -0.56% | Q3 2026 | Oct 22, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 1,770 | 255 | 0.0% | — | 575 | +1,770 | New | Q3 2026 | Nov 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,759 | 253 | 0.0% | 0.0% | 576 | +52 | 3.05% | Q3 2026 | Oct 28, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 1,599 | 249 | 0.07% | 0.07% | 577 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 1,591 | 248 | 0.01% | 0.01% | 578 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 1,591 | 248 | 0.05% | 0.05% | 579 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vise Technologies, Inc. | History | Reduced | 1,716 | 247 | 0.0% | 0.01% | 580 | -2,227 | -56.48% | Q3 2026 | Oct 28, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 1,699 | 244 | 0.13% | 0.13% | 581 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 1,562 | 243 | 0.01% | 0.01% | 582 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 1,684 | 242 | 0.14% | 0.17% | 584 | -266 | -13.64% | Q3 2026 | Nov 04, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 1,556 | 242 | 0.06% | 0.06% | 583 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ignite Planners, LLC | History | Added to | 1,672 | 240 | 0.03% | 0.03% | 585 | +127 | 8.22% | Q3 2026 | Oct 14, 2026 |
| SCHOLTZ & COMPANY, LLC | History | No change | 1,508 | 235 | 0.12% | 0.12% | 586 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aviso Financial Inc. | History | No change | 1,510 | 235 | 0.01% | 0.01% | 587 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 1,630 | 234 | 0.02% | 0.02% | 588 | -9 | -0.55% | Q3 2026 | Oct 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 1,607 | 231 | 0.01% | — | 590 | +1,607 | New | Q3 2026 | Oct 21, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 1,607 | 231 | 0.01% | 0.01% | 589 | +74 | 4.83% | Q3 2026 | Oct 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 1,476 | 230 | 0.03% | 0.03% | 591 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,593 | 229 | 0.02% | 0.02% | 592 | +3 | 0.19% | Q3 2026 | Oct 27, 2026 |
| Spire Wealth Management | History | No change | 1,588 | 228 | 0.01% | 0.01% | 593 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,576 | 227 | 0.0% | 0.0% | 594 | +55 | 3.62% | Q3 2026 | Oct 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 1,444 | 225 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 1,554 | 223 | 0.02% | 0.03% | 597 | +16 | 1.04% | Q3 2026 | Oct 13, 2026 |
| Alliance Wealth Advisors, LLC | History | Reduced | 1,554 | 223 | 0.07% | 0.08% | 596 | -4 | -0.26% | Q3 2026 | Oct 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 1,547 | 222 | 0.01% | 0.01% | 599 | -60 | -3.73% | Q3 2026 | Oct 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,547 | 222 | 0.0% | 0.0% | 598 | -47 | -2.95% | Q3 2026 | Oct 16, 2026 |
| AE Wealth Management LLC | History | No change | 1,421 | 221 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Snowden Capital Advisors LLC | History | No change | 1,419 | 221 | 0.01% | 0.01% | 601 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optivise Advisory Services LLC | History | Added to | 1,529 | 220 | 0.11% | 0.11% | 603 | +134 | 9.61% | Q3 2026 | Oct 16, 2026 |
| W ADVISORS, LLC | History | Added to | 1,528 | 220 | 0.1% | 0.1% | 602 | +80 | 5.52% | Q3 2026 | Nov 02, 2026 |
| VestGen Advisors, LLC | History | Reduced | 1,523 | 219 | 0.01% | 0.01% | 604 | -438 | -22.34% | Q3 2026 | Oct 27, 2026 |
| Armor Investment Advisors, LLC | History | No change | 1,500 | 216 | 0.07% | 0.07% | 605 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Rafferty Asset Management, LLC | History | No change | 1,372 | 214 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 1,480 | 213 | 0.0% | 0.0% | 607 | +140 | 10.45% | Q3 2026 | Oct 22, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 1,475 | 212 | 0.01% | 0.01% | 608 | -126 | -7.87% | Q3 2026 | Oct 26, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 1,359 | 211 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 1,355 | 211 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthPoint Financial, LLC | History | Added to | 1,458 | 210 | 0.15% | 0.16% | 612 | +89 | 6.5% | Q3 2026 | Nov 03, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 1,464 | 210 | 0.04% | 0.04% | 611 | +7 | 0.48% | Q3 2026 | Oct 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,450 | 209 | 0.0% | 0.0% | 613 | +11 | 0.76% | Q3 2026 | Nov 03, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 1,346 | 209 | 0.04% | 0.04% | 614 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IHT Wealth Management, LLC | History | No change | 1,331 | 207 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 1,436 | 206 | 0.02% | 0.02% | 618 | +10 | 0.7% | Q3 2026 | Oct 14, 2026 |
| Procyon Advisors, LLC | History | Reduced | 1,435 | 206 | 0.01% | 0.01% | 617 | -9 | -0.62% | Q3 2026 | Oct 21, 2026 |
| Vident Advisory, LLC | History | No change | 1,325 | 206 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthPlan Investment Management, LLC | History | New | 1,427 | 205 | 0.01% | — | 620 | +1,427 | New | Q3 2026 | Oct 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 1,320 | 205 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M Holdings Securities, Inc. | History | New | 1,287 | 203 | 0.01% | — | 623 | +1,287 | New | Q3 2026 | Nov 03, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 1,305 | 203 | 0.01% | 0.01% | 621 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,303 | 203 | 0.03% | 0.03% | 622 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Unique Wealth Strategies, LLC | History | No change | 1,293 | 201 | 0.07% | 0.07% | 624 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BROWN ADVISORY INC | History | No change | 1,282 | 200 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 1,380 | 198 | 0.04% | — | 626 | +1,380 | New | Q3 2026 | Oct 16, 2026 |
| UMB Bank, n.a. | History | No change | 1,209 | 188 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,280 | 184 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Essential Partners LLC | History | Added to | 1,158 | 166 | 0.08% | 0.08% | 629 | +23 | 2.03% | Q3 2026 | Oct 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,060 | 165 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFSG, LLC | History | No change | 1,147 | 165 | 0.01% | 0.02% | 631 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 1,138 | 163 | 0.04% | 0.05% | 632 | -49 | -4.13% | Q3 2026 | Oct 13, 2026 |
| HM PAYSON & CO | History | No change | 1,027 | 160 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BOKF, NA | History | Reduced | 1,074 | 154 | 0.0% | 0.0% | 634 | -21 | -1.92% | Q3 2026 | Oct 27, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,060 | 152 | 0.02% | 0.02% | 635 | +12 | 1.15% | Q3 2026 | Oct 23, 2026 |
| Continuum Advisory, LLC | History | No change | 974 | 151 | 0.01% | 0.01% | 636 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 995 | 143 | 0.06% | — | 637 | +995 | New | Q3 2026 | Oct 13, 2026 |
| REAP Financial Group, LLC | History | Added to | 948 | 136 | 0.02% | 0.02% | 638 | +81 | 9.34% | Q3 2026 | Nov 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 840 | 131 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Persistent Asset Partners Ltd | History | No change | 841 | 131 | 0.04% | 0.04% | 640 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | New | 827 | 119 | 0.0% | — | 641 | +827 | New | Q3 2026 | Oct 21, 2026 |
| Markowski Investments | History | Reduced | 818 | 117 | 0.03% | 0.03% | 642 | -10 | -1.21% | Q3 2026 | Oct 30, 2026 |
| True Wealth Design, LLC | History | Reduced | 807 | 116 | 0.03% | 0.03% | 643 | -26 | -3.12% | Q3 2026 | Oct 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 772 | 111 | 0.01% | 0.01% | 644 | +53 | 7.37% | Q3 2026 | Oct 13, 2026 |
| Heritage Family Offices, LLP | History | New | 755 | 108 | 0.04% | — | 645 | +755 | New | Q3 2026 | Nov 02, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 604 | 94 | 0.02% | 0.02% | 646 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CENTRAL TRUST Co | History | No change | 590 | 92 | 0.0% | 0.0% | 647 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Planning Strategies Inc. | History | Added to | 606 | 87 | 0.05% | 0.06% | 648 | +1 | 0.17% | Q3 2026 | Oct 02, 2026 |
| Park Place Capital Corp | History | No change | 557 | 86 | 0.01% | 0.01% | 649 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elyxium Wealth, LLC | History | New | 559 | 80 | 0.01% | — | 650 | +559 | New | Q3 2026 | Oct 27, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 558 | 80 | 0.04% | — | 651 | +558 | New | Q3 2026 | Oct 27, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 509 | 79 | 0.01% | 0.01% | 652 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 536 | 77 | 0.02% | 0.01% | 653 | +277 | 106.95% | Q3 2026 | Oct 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 533 | 76 | 0.01% | 0.01% | 654 | +140 | 35.62% | Q3 2026 | Oct 26, 2026 |
| Latitude Advisors, LLC | History | New | 511 | 73 | 0.02% | — | 656 | +511 | New | Q3 2026 | Oct 27, 2026 |
| BESSEMER GROUP INC | History | No change | 471 | 73 | 0.0% | 0.0% | 655 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Winthrop Capital Management, LLC | History | No change | 432 | 67 | 0.02% | 0.02% | 657 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | Added to | 418 | 60 | 0.0% | 0.0% | 658 | +352 | 533.33% | Q3 2026 | Oct 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 369 | 57 | 0.0% | 0.0% | 659 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| V-Square Quantitative Management LLC | History | Reduced | 357 | 51 | 0.0% | 0.01% | 660 | -132 | -26.99% | Q3 2026 | Oct 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 343 | 49 | 0.0% | 0.0% | 661 | +20 | 6.19% | Q3 2026 | Oct 05, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 319 | 49 | 0.01% | 0.01% | 662 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard National Trust Co | History | No change | 319 | 49 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1248 Management, LLC | History | No change | 303 | 47 | 0.02% | 0.02% | 664 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOBAM | History | No change | 322 | 46 | 0.02% | 0.01% | 665 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 313 | 45 | 0.0% | 0.0% | 666 | -887 | -73.92% | Q3 2026 | Nov 04, 2026 |
| CX Institutional | History | Added to | 311 | 45 | 0.0% | 0.0% | 667 | +219 | 238.04% | Q3 2026 | Oct 02, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 305 | 43 | 0.0% | 0.01% | 668 | -1,078 | -77.95% | Q3 2026 | Oct 08, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 291 | 41 | 0.0% | — | 669 | +291 | New | Q3 2026 | Oct 30, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 281 | 40 | 0.01% | 0.01% | 670 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Beacon Financial Strategies CORP | History | No change | 280 | 40 | 0.02% | 0.02% | 671 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 268 | 38 | 0.0% | 0.01% | 675 | -57 | -17.54% | Q3 2026 | Oct 30, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 250 | 38 | 0.02% | 0.02% | 672 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 249 | 38 | 0.0% | 0.0% | 673 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 250 | 38 | 0.0% | 0.0% | 674 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 243 | 37 | 0.0% | 0.0% | 676 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quent Capital, LLC | History | No change | 231 | 36 | 0.0% | 0.0% | 677 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROOKFIELD Corp /ON/ | History | No change | 228 | 35 | 0.0% | 0.0% | 678 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 215 | 33 | 0.01% | 0.01% | 679 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 210 | 32 | 0.0% | 0.0% | 680 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 221 | 31 | 0.0% | 0.0% | 681 | +44 | 24.86% | Q3 2026 | Oct 28, 2026 |
| IFG Advisory, LLC | History | No change | 203 | 31 | 0.0% | 0.0% | 682 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 181 | 28 | 0.0% | 0.0% | 683 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 192 | 27 | 0.0% | — | 685 | +192 | New | Q3 2026 | Oct 29, 2026 |
| BankPlus Trust Department | History | No change | 177 | 27 | 0.01% | 0.01% | 684 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hurley Capital, LLC | History | Added to | 183 | 26 | 0.01% | 0.01% | 686 | +2 | 1.1% | Q3 2026 | Nov 04, 2026 |
| Fortitude Family Office, LLC | History | No change | 181 | 26 | 0.0% | 0.01% | 687 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| EASTERN BANK | History | New | 179 | 25 | 0.0% | — | 690 | +179 | New | Q3 2026 | Oct 05, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 180 | 25 | 0.01% | 0.01% | 688 | -59 | -24.69% | Q3 2026 | Nov 04, 2026 |
| BFC Planning, Inc. | History | No change | 162 | 25 | 0.0% | 0.0% | 689 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 163 | 23 | 0.0% | 0.0% | 691 | -80 | -32.92% | Q3 2026 | Oct 27, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 155 | 22 | 0.03% | — | 693 | +155 | New | Q3 2026 | Oct 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 155 | 22 | 0.0% | 0.0% | 692 | +14 | 9.93% | Q3 2026 | Oct 29, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 144 | 21 | 0.0% | 0.0% | 695 | +89 | 161.82% | Q3 2026 | Oct 27, 2026 |
| FIRST HORIZON CORP | History | No change | 150 | 21 | 0.0% | 0.0% | 694 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| GoalVest Advisory LLC | History | Added to | 133 | 19 | 0.0% | 0.0% | 697 | +109 | 454.17% | Q3 2026 | Oct 02, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 132 | 19 | 0.0% | 0.0% | 696 | +3 | 2.33% | Q3 2026 | Oct 20, 2026 |
| Sachetta, LLC | History | No change | 123 | 19 | 0.01% | 0.01% | 698 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Addison Advisors LLC | History | No change | 120 | 18 | 0.01% | 0.01% | 699 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GW&K Investment Management, LLC | History | No change | 106 | 17 | 0.0% | 0.0% | 700 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wiser Advisor Group LLC | History | No change | 107 | 16 | 0.02% | 0.02% | 701 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | Added to | 111 | 15 | 0.0% | 0.0% | 703 | +21 | 23.33% | Q3 2026 | Nov 04, 2026 |
| Bogart Wealth, LLC | History | No change | 102 | 15 | 0.0% | 0.0% | 702 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 100 | 14 | 0.0% | 0.05% | 704 | -591 | -85.53% | Q3 2026 | Oct 29, 2026 |
| MADDEN SECURITIES Corp | History | New | 100 | 14 | 0.0% | — | 707 | +100 | New | Q3 2026 | Oct 27, 2026 |
| PITTENGER & ANDERSON INC | History | New | 98 | 14 | 0.0% | — | 706 | +98 | New | Q3 2026 | Nov 02, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 102 | 14 | 0.0% | 0.0% | 705 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Private Wealth Management Group, LLC | History | No change | 91 | 13 | 0.0% | 0.0% | 708 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Millstone Evans Group, LLC | History | No change | 84 | 13 | 0.01% | 0.01% | 709 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 78 | 12 | 0.0% | 0.0% | 710 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 86 | 12 | 0.0% | 0.0% | 711 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 77 | 11 | 0.01% | 0.0% | 713 | +40 | 108.11% | Q3 2026 | Nov 05, 2026 |
| NFSG Corp | History | No change | 80 | 11 | 0.0% | 0.0% | 712 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| KFG LLC | History | New | 72 | 10 | 0.01% | — | 721 | +72 | New | Q3 2026 | Nov 02, 2026 |
| MATHER GROUP, LLC. | History | Added to | 72 | 10 | 0.0% | 0.0% | 717 | +48 | 200.0% | Q3 2026 | Oct 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 75 | 10 | 0.0% | 0.0% | 716 | -2 | -2.6% | Q3 2026 | Oct 22, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 75 | 10 | 0.0% | 0.0% | 714 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 66 | 10 | 0.0% | 0.0% | 715 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concord Wealth Partners | History | No change | 74 | 10 | 0.0% | 0.0% | 718 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 70 | 10 | 0.0% | 0.0% | 719 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 74 | 10 | 0.01% | 0.01% | 720 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| ST GERMAIN D J CO INC | History | No change | 63 | 9 | 0.0% | 0.0% | 722 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Analysts, LLC | History | No change | 60 | 9 | 0.0% | 0.0% | 723 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Trust, LLC | History | No change | 59 | 9 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LGT Financial Advisors LLC | History | No change | 60 | 9 | 0.05% | 0.05% | 725 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Community Financial Services Group, LLC | History | No change | 60 | 8 | 0.0% | 0.0% | 726 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Covestor Ltd | History | No change | 58 | 8 | 0.01% | 0.01% | 727 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 50 | 7 | 0.0% | 0.0% | 728 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westfuller Advisors, LLC | History | No change | 46 | 7 | 0.0% | 0.0% | 729 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 43 | 6 | 0.0% | 0.0% | 730 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Asset Dedication, LLC | History | Added to | 35 | 5 | 0.0% | 0.0% | 733 | +4 | 12.9% | Q3 2026 | Nov 02, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 34 | 5 | 0.0% | 0.0% | 731 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | No change | 40 | 5 | 0.0% | 0.0% | 732 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| High Note Wealth, LLC | History | No change | 38 | 5 | 0.0% | 0.0% | 734 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Johnson Financial Group, Inc. | History | No change | 26 | 4 | 0.0% | 0.0% | 735 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 29 | 4 | 0.0% | 0.0% | 736 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 24 | 3 | 0.0% | — | 744 | +24 | New | Q3 2026 | Nov 04, 2026 |
| Triumph Capital Management | History | No change | 25 | 3 | 0.0% | 0.0% | 737 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Cromwell Holdings LLC | History | No change | 26 | 3 | 0.0% | 0.0% | 738 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Parvin Asset Management, LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 739 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bullock Wealth Management Group | History | No change | 27 | 3 | 0.0% | 0.0% | 740 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Ares Financial Consulting, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 741 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Cornerstone Financial Management LLC | History | No change | 21 | 3 | 0.0% | 0.0% | 742 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Sunrise Financial Services, LLC | History | No change | 23 | 3 | 0.0% | 0.0% | 743 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| TD Capital Management LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 745 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 13 | 2 | 0.0% | 0.0% | 746 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 747 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 13 | 2 | 0.0% | 0.0% | 748 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dunhill Financial, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 749 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quarry LP | History | No change | 18 | 2 | 0.0% | 0.0% | 750 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 751 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dogwood Wealth Management LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 752 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MidFirst Bank | History | No change | 14 | 2 | 0.0% | 0.0% | 753 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caldwell Trust Co | History | No change | 16 | 2 | 0.0% | 0.0% | 754 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Allied Private Wealth LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 755 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UMB Private Wealth Management, LLC | History | New | 11 | 1 | 0.0% | — | 771 | +11 | New | Q3 2026 | Oct 19, 2026 |
| Security National Bank | History | New | 9 | 1 | 0.0% | — | 769 | +9 | New | Q3 2026 | Oct 26, 2026 |
| Creative Capital Management Investments LLC | History | New | 9 | 1 | 0.0% | — | 770 | +9 | New | Q3 2026 | Oct 27, 2026 |
| James T. Borello RIA | History | Added to | 12 | 1 | 0.0% | 0.0% | 768 | +1 | 9.09% | Q3 2026 | Oct 16, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 9 | 1 | 0.0% | 0.0% | 756 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| SouthState Bank Corp | History | No change | 10 | 1 | 0.0% | 0.0% | 757 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 12 | 1 | 0.0% | 0.0% | 758 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Management Professionals, Inc. | History | No change | 7 | 1 | 0.0% | 0.0% | 759 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Avion Wealth | History | No change | 7 | 1 | 0.0% | 0.0% | 760 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CVA Family Office, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 761 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SHP Wealth Management | History | No change | 10 | 1 | 0.0% | 0.0% | 762 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TFC Financial Management, Inc. | History | No change | 7 | 1 | 0.0% | 0.0% | 763 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Hughes Financial Services, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 764 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Rossby Financial, LCC | History | No change | 10 | 1 | 0.0% | 0.0% | 765 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Investors Portfolio Services LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 766 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 767 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 1.06% | — | -82,932 | -100.0% | Q3 2026 | Oct 20, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -19,740 | -100.0% | Q3 2026 | Oct 15, 2026 |
| WealthCare Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.02% | — | -15,748 | -100.0% | Q3 2026 | Oct 26, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Closed out | 0 | 0 | — | 0.02% | — | -14,250 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Three Seasons Wealth, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -14,055 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -10,342 | -100.0% | Q3 2026 | Oct 14, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.05% | — | -5,973 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Blue Capital, Inc. | History | Closed out | 0 | 0 | — | 0.57% | — | -5,779 | -100.0% | Q3 2026 | Oct 13, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,112 | -100.0% | Q3 2026 | Nov 03, 2026 |
| BridgePort Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -3,904 | -100.0% | Q3 2026 | Nov 02, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,510 | -100.0% | Q3 2026 | Oct 29, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Closed out | 0 | 0 | — | 0.13% | — | -3,438 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Axim Planning & Wealth | History | Closed out | 0 | 0 | — | 0.68% | — | -3,106 | -100.0% | Q3 2026 | Oct 28, 2026 |
| National Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,936 | -100.0% | Q3 2026 | Oct 26, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.23% | — | -2,433 | -100.0% | Q3 2026 | Nov 04, 2026 |
| KPP Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,680 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Ramiah Investment Group | History | Closed out | 0 | 0 | — | 0.19% | — | -1,574 | -100.0% | Q3 2026 | Oct 20, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -1,427 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Mechanics Bank Trust Department | History | Closed out | 0 | 0 | — | 0.03% | — | -1,370 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Missouri Trust & Investment Co | History | Closed out | 0 | 0 | — | 0.06% | — | -1,330 | -100.0% | Q3 2026 | Nov 03, 2026 |
| SC&H Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,290 | -100.0% | Q3 2026 | Oct 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -515 | -100.0% | Q3 2026 | Nov 02, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -471 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -340 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -188 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2026 | Oct 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Nov 05, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -92 | -98.92% | Q3 2026 | Oct 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2026 | Oct 07, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2026 | Oct 16, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -15 | -71.43% | Q3 2026 | Nov 02, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2026 | Oct 29, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Center for Financial Planning, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 26, 2026 |
| MASECO LLP | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 27, 2026 |
| Align Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 16, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 15, 2026 |
| StrongBox Wealth, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 02, 2026 |
| WPG Advisers, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 04, 2026 |
| MOTCO | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Marquette Asset Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Leonteq Securities AG | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Silicon Valley Capital Partners | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| DecisionPoint Financial, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Arlington Trust Co LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| American Capital Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |