MPLX LP - MPLX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPS ADVISORS INC | History | Added to | 27,070,962 | 1,544,939 | 7.27% | 0.13% | 1 | +26,641,396 | 6201.93% | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Added to | 18,266,606 | 1,042,475 | 0.16% | 0.15% | 2 | +78,728 | 0.43% | Q1 2026 | May 12, 2026 |
| Blackstone Inc. | History | Reduced | 15,350,683 | 876,063 | 3.42% | 3.31% | 3 | -354,802 | -2.26% | Q1 2026 | May 15, 2026 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | Reduced | 13,260,584 | 756,781 | 7.88% | 9.05% | 4 | -59,334 | -0.45% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 12,507,539 | 713,805 | 0.08% | 0.08% | 5 | +40,552 | 0.33% | Q1 2026 | May 15, 2026 |
| Belfer Management LLC | History | Reduced | 7,829 | 446,816 | 7.47% | 7.34% | 6 | -20 | -0.25% | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,319,250 | 417,709 | 0.57% | 0.55% | 7 | +410,868 | 5.95% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | Reduced | 6,826,567 | 389,592 | 7.47% | 8.76% | 8 | -400,833 | -5.55% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 5,233,512 | 298,676 | 0.04% | 0.05% | 9 | -71,234 | -1.34% | Q1 2026 | May 05, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Reduced | 5,222,687 | 298,059 | 10.54% | 11.94% | 10 | -207,219 | -3.82% | Q1 2026 | Apr 13, 2026 |
| Energy Income Partners, LLC | History | Reduced | 5,157,478 | 294,337 | 4.74% | 5.12% | 11 | -142,246 | -2.68% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 4,964,199 | 283,306 | 0.02% | 0.02% | 12 | -798,911 | -13.86% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,133,666 | 238,388 | 0.02% | 0.01% | 13 | +847,524 | 25.79% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,027,427 | 229,845 | 0.09% | 0.0% | 14 | +4,021,783 | 71257.67% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 3,360,863 | 191,804 | 0.01% | 0.0% | 15 | +1,692,220 | 101.41% | Q1 2026 | May 15, 2026 |
| Brave Warrior Advisors, LLC | History | Reduced | 3,253,524 | 185,678 | 4.6% | 5.59% | 16 | -1,220,591 | -27.28% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,642,104 | 148,339 | 0.2% | — | 17 | +2,642,104 | New | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,573,276 | 146,856 | 0.01% | 0.03% | 18 | -5,957,790 | -69.84% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,724,200 | 145,390 | 0.25% | 0.25% | 19 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clearbridge Investments, LLC | History | No change | 2,343,689 | 133,754 | 0.12% | 0.1% | 20 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Reduced | 2,239,694 | 127,819 | 3.49% | 3.73% | 21 | -76,227 | -3.29% | Q1 2026 | Apr 20, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 2,236,856 | 127,657 | 0.93% | 0.02% | 22 | +2,194,739 | 5211.05% | Q1 2026 | May 15, 2026 |
| BROOKFIELD Corp /ON/ | History | Reduced | 2,173,816 | 124,059 | 0.17% | 0.2% | 23 | -786,014 | -26.56% | Q1 2026 | May 15, 2026 |
| Fractal Investments LLC | History | No change | 2,051,301 | 117,067 | 13.85% | 15.29% | 24 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | Reduced | 1,859,100 | 106,098 | 5.25% | 5.77% | 25 | -24,700 | -1.31% | Q1 2026 | Apr 28, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 1,805,346 | 103,031 | 3.71% | 3.72% | 26 | -79,239 | -4.2% | Q1 2026 | May 15, 2026 |
| ING GROEP NV | History | Reduced | 1,768,200 | 100,911 | 0.62% | 0.93% | 27 | -1,135,600 | -39.11% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,683,007 | 96,049 | 0.01% | 0.01% | 28 | -132,742 | -7.31% | Q1 2026 | May 15, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Reduced | 1,668,467 | 95,219 | 0.99% | 1.11% | 29 | -163,536 | -8.93% | Q1 2026 | Apr 28, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,615,514 | 92,197 | 2.19% | 1.91% | 30 | +8,912 | 0.55% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,330,465 | 75,929 | 0.07% | 0.06% | 31 | +2,326 | 0.18% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,290,542 | 73,651 | 0.04% | 0.03% | 32 | +184,415 | 16.67% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 1,152,602 | 65,812 | 0.08% | 0.07% | 33 | -674 | -0.06% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,151,905 | 65,739 | 0.01% | 0.01% | 34 | +360,427 | 45.54% | Q1 2026 | May 15, 2026 |
| Epoch Investment Partners, Inc. | History | Reduced | 1,127,544 | 64,348 | 0.39% | 0.35% | 35 | -29,045 | -2.51% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 1,100,009 | 62,777 | 0.05% | 0.04% | 36 | -24,261 | -2.16% | Q1 2026 | May 14, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Added to | 1,068,251 | 60,965 | 4.25% | 5.36% | 37 | +30,267 | 2.92% | Q1 2026 | May 15, 2026 |
| Progeny 3, Inc. | History | Reduced | 1,015,966 | 57,981 | 3.1% | 3.04% | 38 | -42,993 | -4.06% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 977,940 | 55,811 | 0.02% | 0.02% | 39 | +22,242 | 2.33% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 971,477 | 55,442 | 0.04% | 0.0% | 40 | +906,755 | 1401.0% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Reduced | 957,300 | 54,633 | 0.13% | 0.11% | 41 | -162,900 | -14.54% | Q1 2026 | May 13, 2026 |
| COHEN & STEERS, INC. | History | Added to | 929,751 | 53,061 | 0.09% | 0.08% | 42 | +49,158 | 5.58% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 887,228 | 50,634 | 0.01% | 0.01% | 43 | -28,463 | -3.11% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 853,780 | 48,725 | 0.02% | 0.01% | 44 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Allianz Asset Management GmbH | History | No change | 829,136 | 47,318 | 0.05% | 0.04% | 45 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 805,230 | 45,954 | 0.01% | 0.01% | 46 | +56,560 | 7.55% | Q1 2026 | May 11, 2026 |
| Americana Partners, LLC | History | Added to | 765,467 | 43,685 | 1.13% | 1.11% | 47 | +5,161 | 0.68% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 748,300 | 42,705 | 0.01% | 0.01% | 48 | +592 | 0.08% | Q1 2026 | May 12, 2026 |
| REAVES W H & CO INC | History | No change | 670,500 | 38,265 | 0.63% | 0.63% | 49 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | Reduced | 579,453 | 33,069 | 6.89% | 9.23% | 50 | -187,076 | -24.41% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 577,581 | 32,962 | 0.83% | 0.81% | 51 | -840 | -0.15% | Q1 2026 | Apr 07, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 545,070 | 31,107 | 0.02% | 0.02% | 52 | -125,257 | -18.69% | Q1 2026 | May 06, 2026 |
| Appaloosa LP | History | Reduced | 502,460 | 28,675 | 0.48% | 0.48% | 53 | -125,040 | -19.93% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 501,400 | 28,614 | 0.05% | 0.03% | 54 | +158,300 | 46.14% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 488,046 | 27,852 | 0.0% | 0.01% | 55 | -550,116 | -52.99% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 476,689 | 27,204 | 0.01% | 0.01% | 56 | -2,209 | -0.46% | Q1 2026 | May 06, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 486,668 | 27,107 | 0.61% | 0.65% | 57 | +7,064 | 1.47% | Q1 2026 | May 04, 2026 |
| Oxbow Advisors, LLC | History | Added to | 434,012 | 24,769 | 2.11% | 1.9% | 58 | +28,838 | 7.12% | Q1 2026 | Apr 27, 2026 |
| Bollard Group LLC | History | Added to | 405,728 | 23,155 | 0.68% | 0.47% | 59 | +52,308 | 14.8% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 403,877 | 23,049 | 0.16% | 0.23% | 60 | -154,860 | -27.72% | Q1 2026 | Apr 14, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 373,955 | 21,341 | 4.52% | 4.97% | 61 | +1,747 | 0.47% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 363,678 | 20,755 | 0.02% | 0.02% | 62 | -3,035 | -0.83% | Q1 2026 | May 05, 2026 |
| Northside Capital Management, LLC | History | Reduced | 362,108 | 20,665 | 1.81% | 2.74% | 63 | -227,972 | -38.63% | Q1 2026 | Apr 10, 2026 |
| GOLDENTREE ASSET MANAGEMENT LP | History | Reduced | 344,686 | 19,671 | 1.17% | 1.23% | 64 | -80,200 | -18.88% | Q1 2026 | May 14, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 339,111 | 19,353 | 0.39% | 0.39% | 65 | -15,415 | -4.35% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 337,721 | 19,273 | 0.03% | 0.04% | 66 | -221,877 | -39.65% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 336,834 | 19,223 | 0.01% | 0.0% | 67 | +139,417 | 70.62% | Q1 2026 | Apr 30, 2026 |
| NEOS Investment Management LLC | History | Added to | 333,984 | 19,060 | 0.1% | 0.01% | 68 | +306,851 | 1130.91% | Q1 2026 | May 15, 2026 |
| Heronetta Management, L.P. | History | Added to | 324,039 | 18,492 | 16.88% | 9.99% | 69 | +400 | 0.12% | Q1 2026 | May 01, 2026 |
| Jump Financial, LLC | History | Added to | 322,233 | 18,389 | 0.25% | 0.2% | 70 | +21,468 | 7.14% | Q1 2026 | May 14, 2026 |
| Texas Yale Capital Corp. | History | Added to | 317,120 | 18,098 | 0.51% | 0.5% | 71 | +5,675 | 1.82% | Q1 2026 | May 04, 2026 |
| IMC-Chicago, LLC | History | Added to | 282,300 | 16,110 | 0.01% | 0.0% | 72 | +39,800 | 16.41% | Q1 2026 | May 05, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 278,599 | 15,899 | 0.3% | 0.3% | 73 | +3,619 | 1.32% | Q1 2026 | May 06, 2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | History | Added to | 266,500 | 15,209 | 8.39% | 7.99% | 74 | +9,000 | 3.5% | Q1 2026 | Apr 09, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 262,635 | 14,988 | 0.79% | 0.71% | 75 | +9,947 | 3.94% | Q1 2026 | Apr 17, 2026 |
| Private Capital Advisors, Inc. | History | Added to | 257,752 | 14,709 | 1.69% | 1.4% | 76 | +1,000 | 0.39% | Q1 2026 | May 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 253,188 | 14,449 | 0.21% | 0.23% | 77 | -29,580 | -10.46% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 248,810 | 14,199 | 0.0% | 0.0% | 78 | +24,500 | 10.92% | Q1 2026 | May 04, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 245,200 | 13,993 | 0.01% | 0.01% | 79 | -142,200 | -36.71% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 240,925 | 13,749 | 0.1% | 0.11% | 80 | -5,340 | -2.17% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 235,546 | 13,442 | 0.02% | 0.02% | 81 | +46,409 | 24.54% | Q1 2026 | May 14, 2026 |
| TrueMark Investments, LLC | History | Added to | 231,817 | 13,229 | 2.58% | 2.22% | 82 | +13,785 | 6.32% | Q1 2026 | Apr 20, 2026 |
| OPAL CAPITAL LLC | History | Added to | 231,535 | 13,213 | 2.34% | 2.93% | 83 | +11,746 | 5.34% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 230,542 | 13,155 | 0.07% | 0.06% | 84 | +13,582 | 6.26% | Q1 2026 | May 15, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 227,482 | 12,982 | 0.62% | 0.59% | 85 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Reduced | 221,856 | 12,661 | 0.01% | 0.01% | 86 | -242,009 | -52.17% | Q1 2026 | May 11, 2026 |
| Empirical Finance, LLC | History | Added to | 217,494 | 12,412 | 0.58% | 0.3% | 87 | +100,927 | 86.58% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | Added to | 217,494 | 12,412 | 0.08% | 0.12% | 88 | +86,020 | 65.43% | Q1 2026 | May 14, 2026 |
| Adams Asset Advisors, LLC | History | Added to | 216,096 | 12,332 | 1.38% | 1.47% | 89 | +6,507 | 3.1% | Q1 2026 | Apr 27, 2026 |
| RR Advisors, LLC | History | Added to | 214,194 | 12,224 | 3.39% | 3.49% | 90 | +4,756 | 2.27% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 200,244 | 11,427 | 0.06% | 0.06% | 91 | +5,209 | 2.67% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 199,111 | 11,363 | 0.01% | 0.01% | 92 | -1,406 | -0.7% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 187,804 | 10,717 | 0.07% | 0.06% | 93 | +15,284 | 8.86% | Q1 2026 | May 15, 2026 |
| AVENIR CORP | History | No change | 186,892 | 10,665 | 1.3% | 1.08% | 94 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 183,994 | 10,500 | 0.23% | 0.23% | 95 | -5,500 | -2.9% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 175,835 | 9,384 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 163,380 | 9,324 | 0.16% | 0.14% | 97 | +5,448 | 3.45% | Q1 2026 | May 15, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 162,519 | 9,274 | 0.33% | 0.33% | 98 | -14,030 | -7.95% | Q1 2026 | Apr 21, 2026 |
| Parkwood LLC | History | Reduced | 161,615 | 9,223 | 0.82% | 0.7% | 99 | -8,361 | -4.92% | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | Added to | 156,972 | 8,958 | 0.1% | 0.1% | 100 | +2,673 | 1.73% | Q1 2026 | May 01, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 154,975 | 8,844 | 1.33% | 1.2% | 101 | +12,154 | 8.51% | Q1 2026 | Apr 08, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 153,993 | 8,788 | 1.3% | 1.25% | 102 | +995 | 0.65% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 151,660 | 8,688 | 0.11% | 0.09% | 103 | +13,995 | 10.17% | Q1 2026 | Apr 28, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 151,993 | 8,674 | 0.88% | 0.86% | 104 | +995 | 0.66% | Q1 2026 | May 15, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 146,090 | 8,337 | 0.63% | 0.61% | 105 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cresset Asset Management, LLC | History | Added to | 142,013 | 8,104 | 0.04% | 0.02% | 106 | +41,477 | 41.26% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 141,239 | 8,060 | 0.0% | 0.0% | 107 | -371 | -0.26% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 138,561 | 7,907 | 0.03% | 0.03% | 108 | +7,866 | 6.02% | Q1 2026 | Apr 30, 2026 |
| Kercheville Advisors, LLC | History | Added to | 135,336 | 7,723 | 2.47% | 1.91% | 109 | +4,000 | 3.05% | Q1 2026 | Apr 20, 2026 |
| Evercore Wealth Management, LLC | History | No change | 132,053 | 7,536 | 0.12% | 0.1% | 110 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 131,972 | 7,531 | 0.01% | 0.01% | 111 | -25,217 | -16.04% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 121,803 | 6,951 | 0.01% | 0.01% | 112 | -28,943 | -19.2% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 117,397 | 6,699 | 0.0% | 0.0% | 113 | +2,974 | 2.6% | Q1 2026 | May 08, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 114,164 | 6,515 | 0.09% | 0.07% | 114 | +10,813 | 10.46% | Q1 2026 | May 04, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 112,001 | 6,392 | 0.0% | 0.0% | 115 | +45,762 | 69.09% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 113,934 | 6,368 | 0.01% | 0.01% | 116 | -20,706 | -15.38% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 102,197 | 5,832 | 0.01% | 0.01% | 117 | -5,559 | -5.16% | Q1 2026 | Apr 22, 2026 |
| Objectivity Squared, LLC | History | Added to | 101,203 | 5,775 | 3.64% | 2.96% | 118 | +1,891 | 1.9% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 97,657 | 5,573 | 0.19% | 0.17% | 119 | +4,067 | 4.35% | Q1 2026 | Apr 07, 2026 |
| BROWN ADVISORY INC | History | Reduced | 96,240 | 5,492 | 0.01% | 0.01% | 120 | -3,065 | -3.09% | Q1 2026 | May 15, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 94,964 | 5,419 | 0.47% | 0.39% | 121 | +7,720 | 8.85% | Q1 2026 | May 07, 2026 |
| Private Wealth Partners, LLC | History | No change | 94,400 | 5,387 | 0.41% | 0.36% | 122 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 92,065 | 5,254 | 0.01% | 0.02% | 123 | -67,612 | -42.34% | Q1 2026 | Apr 30, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Added to | 88,395 | 5,044 | 0.31% | 0.28% | 124 | +725 | 0.83% | Q1 2026 | May 04, 2026 |
| PPM AMERICA INC/IL | History | No change | 87,200 | 4,976 | 29.98% | 42.58% | 125 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 83,760 | 4,780 | 0.01% | 0.01% | 126 | +3,347 | 4.16% | Q1 2026 | May 14, 2026 |
| ELCO Management Co., LLC | History | Added to | 82,237 | 4,693 | 2.25% | 0.88% | 127 | +56,157 | 215.33% | Q1 2026 | Apr 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 80,937 | 4,619 | 0.01% | 0.01% | 128 | -2,273 | -2.73% | Q1 2026 | May 15, 2026 |
| Pinnacle Holdings, LLC | History | Reduced | 79,676 | 4,547 | 1.47% | 1.46% | 129 | -1,174 | -1.45% | Q1 2026 | May 08, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 79,397 | 4,531 | 0.89% | 1.02% | 130 | -11,000 | -12.17% | Q1 2026 | Apr 15, 2026 |
| Castellan Group | History | Added to | 77,053 | 4,397 | 0.61% | 0.48% | 131 | +5,609 | 7.85% | Q1 2026 | Apr 23, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 75,238 | 4,293 | 0.0% | 0.0% | 132 | -5 | -0.01% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 75,019 | 4,281 | 0.01% | 0.01% | 133 | +735 | 0.99% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 73,567 | 4,198 | 0.06% | 0.04% | 134 | +19,282 | 35.52% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Reduced | 72,935 | 4,162 | 0.01% | 0.06% | 135 | -266,070 | -78.49% | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 72,906 | 4,160 | 0.1% | 0.03% | 136 | +52,977 | 265.83% | Q1 2026 | May 15, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 71,200 | 4,063 | 2.49% | 2.26% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 74,490 | 3,986 | 1.3% | — | 138 | +74,490 | New | Q1 2026 | May 13, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 69,650 | 3,974 | 0.66% | 0.6% | 139 | +4,243 | 6.49% | Q1 2026 | May 08, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 67,641 | 3,860 | 0.7% | 0.58% | 140 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Militia Capital Management LLC | History | New | 67,000 | 3,823 | 0.86% | — | 141 | +67,000 | New | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 66,583 | 3,799 | 0.03% | 0.03% | 142 | -5 | -0.01% | Q1 2026 | May 12, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Reduced | 65,550 | 3,740 | 0.75% | 0.73% | 143 | -5,768 | -8.09% | Q1 2026 | Apr 28, 2026 |
| Asset One Wealth Management LLC | History | Added to | 67,104 | 3,722 | 0.41% | 0.47% | 144 | +4,701 | 7.53% | Q1 2026 | May 12, 2026 |
| ArchPoint Investors | History | No change | 62,977 | 3,594 | 0.86% | 0.8% | 145 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Militia Capital Partners, LP | History | No change | 67,000 | 3,575 | 1.36% | 1.36% | 146 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Forum Financial Management, LP | History | Added to | 62,284 | 3,554 | 0.05% | 0.04% | 147 | +514 | 0.83% | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | Added to | 61,650 | 3,518 | 0.02% | 0.02% | 148 | +3,784 | 6.54% | Q1 2026 | May 15, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 60,321 | 3,442 | 0.78% | 0.73% | 149 | -3,000 | -4.74% | Q1 2026 | May 15, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 59,950 | 3,421 | 0.01% | 0.01% | 150 | -5,403 | -8.27% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 59,742 | 3,409 | 0.0% | 0.0% | 151 | -5,300 | -8.15% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 59,583 | 3,400 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 58,486 | 3,337 | 0.04% | 0.03% | 153 | -212 | -0.36% | Q1 2026 | May 07, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 58,237 | 3,323 | 1.18% | 1.05% | 154 | +2,540 | 4.56% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Added to | 57,623 | 3,288 | 0.0% | 0.0% | 155 | +10,532 | 22.37% | Q1 2026 | May 12, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 55,851 | 3,187 | 0.02% | 0.02% | 156 | -20,706 | -27.05% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Reduced | 53,692 | 3,064 | 0.01% | 0.01% | 157 | -2,575 | -4.58% | Q1 2026 | Apr 24, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 52,581 | 3,000 | 0.04% | 0.03% | 158 | -450 | -0.85% | Q1 2026 | May 05, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 51,633 | 2,946 | 0.83% | 0.69% | 159 | +7,170 | 16.13% | Q1 2026 | Apr 23, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 50,194 | 2,864 | 0.2% | 0.04% | 160 | +41,162 | 455.74% | Q1 2026 | May 06, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 50,000 | 2,853 | 0.08% | 0.08% | 161 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Curi Capital, LLC | History | Added to | 48,950 | 2,793 | 0.05% | 0.04% | 162 | +9,757 | 24.89% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 47,120 | 2,689 | 0.03% | 0.02% | 163 | +8,682 | 22.59% | Q1 2026 | Apr 28, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 46,729 | 2,666 | 0.4% | 0.36% | 164 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 46,016 | 2,626 | 0.01% | 0.01% | 165 | -286 | -0.62% | Q1 2026 | May 08, 2026 |
| PFG Investments, LLC | History | Reduced | 45,860 | 2,617 | 0.12% | 0.12% | 166 | -448 | -0.97% | Q1 2026 | Apr 27, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 45,575 | 2,600 | 0.29% | 0.28% | 167 | +841 | 1.88% | Q1 2026 | Apr 07, 2026 |
| GraniteShares Advisors LLC | History | Reduced | 45,223 | 2,580 | 1.86% | 1.63% | 168 | -5,168 | -10.26% | Q1 2026 | Apr 23, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 43,801 | 2,499 | 0.19% | 0.17% | 169 | +25 | 0.06% | Q1 2026 | May 13, 2026 |
| Delta Investment Management, LLC | History | Added to | 43,572 | 2,486 | 0.44% | 0.37% | 170 | +3,497 | 8.73% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 42,970 | 2,452 | 0.01% | 0.01% | 171 | -981 | -2.23% | Q1 2026 | Apr 24, 2026 |
| Applied Capital LLC/FL | History | Added to | 42,930 | 2,450 | 1.16% | 1.13% | 172 | +7,030 | 19.58% | Q1 2026 | May 07, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 42,400 | 2,419 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 42,223 | 2,409 | 0.55% | 0.57% | 174 | -250 | -0.59% | Q1 2026 | Apr 08, 2026 |
| Caption Management, LLC | History | New | 41,900 | 2,391 | 0.01% | — | 175 | +41,900 | New | Q1 2026 | May 15, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Reduced | 41,892 | 2,390 | 0.08% | 0.08% | 176 | -11,220 | -21.13% | Q1 2026 | May 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 41,585 | 2,373 | 0.07% | 0.07% | 177 | +2,724 | 7.01% | Q1 2026 | May 11, 2026 |
| BAHL & GAYNOR INC | History | No change | 41,225 | 2,352 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Added to | 40,905 | 2,334 | 0.0% | 0.0% | 179 | +9,628 | 30.78% | Q1 2026 | May 14, 2026 |
| Keeler Thomas Management LLC | History | New | 40,364 | 2,303 | 0.97% | — | 180 | +40,364 | New | Q1 2026 | May 11, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 39,045 | 2,228 | 0.23% | 0.19% | 181 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 39,048 | 2,228 | 0.32% | 0.29% | 182 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Caprock Group, LLC | History | Reduced | 39,003 | 2,225 | 0.05% | 0.05% | 183 | -4,253 | -9.83% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 38,911 | 2,220 | 0.01% | 0.01% | 184 | +1,767 | 4.76% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 38,827 | 2,215 | 0.03% | 0.03% | 185 | -3,803 | -8.92% | Q1 2026 | Apr 20, 2026 |
| Haverford Trust Co | History | New | 37,303 | 2,128 | 0.02% | — | 186 | +37,303 | New | Q1 2026 | May 11, 2026 |
| Barnett & Company, Inc. | History | Reduced | 37,247 | 2,125 | 1.65% | 1.64% | 187 | -840 | -2.21% | Q1 2026 | Apr 30, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 37,197 | 2,122 | 0.2% | 0.18% | 188 | +1,432 | 4.0% | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | Reduced | 37,155 | 2,120 | 0.01% | 0.01% | 189 | -26,249 | -41.4% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 36,711 | 2,095 | 0.01% | 0.01% | 190 | -1,865 | -4.83% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 36,259 | 2,069 | 0.03% | 0.1% | 191 | -99,928 | -73.38% | Q1 2026 | Apr 23, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 36,192 | 2,065 | 0.01% | 0.01% | 192 | -2,952 | -7.54% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 35,628 | 2,033 | 0.0% | 0.0% | 193 | -20,122 | -36.09% | Q1 2026 | May 15, 2026 |
| Birch Capital Management, LLC | History | No change | 35,627 | 2,033 | 1.07% | 0.95% | 194 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Geneva Partners, LLC | History | Reduced | 35,000 | 1,997 | 0.96% | 0.76% | 195 | -5,000 | -12.5% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 34,762 | 1,983 | 0.02% | 0.02% | 196 | +2,436 | 7.54% | Q1 2026 | Apr 23, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 34,374 | 1,961 | 0.01% | 0.01% | 197 | -9,361 | -21.4% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 33,922 | 1,935 | 0.03% | 0.03% | 198 | +2,222 | 7.01% | Q1 2026 | Apr 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 33,872 | 1,933 | 0.0% | 0.0% | 199 | -3,608 | -9.63% | Q1 2026 | May 05, 2026 |
| UMB Bank, n.a. | History | Added to | 33,536 | 1,913 | 0.03% | 0.02% | 200 | +1,624 | 5.09% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Reduced | 33,143 | 1,891 | 0.02% | 0.02% | 201 | -4,401 | -11.72% | Q1 2026 | Apr 16, 2026 |
| Quantinno Capital Management LP | History | Added to | 32,878 | 1,876 | 0.0% | 0.0% | 202 | +12,379 | 60.39% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 32,804 | 1,872 | 0.03% | 0.03% | 203 | -716 | -2.14% | Q1 2026 | Apr 22, 2026 |
| Obermeyer Wealth Partners | History | No change | 32,346 | 1,845 | 0.08% | 0.08% | 204 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 31,679 | 1,807 | 0.01% | 0.02% | 205 | -11,555 | -26.73% | Q1 2026 | Apr 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 31,376 | 1,790 | 0.0% | 0.0% | 206 | -3,779 | -10.75% | Q1 2026 | Apr 24, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 31,376 | 1,790 | 0.06% | 0.06% | 207 | -2,399 | -7.1% | Q1 2026 | Apr 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 31,150 | 1,777 | 0.05% | 0.05% | 208 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pingora Partners LLC | History | No change | 30,223 | 1,724 | 1.02% | 0.99% | 209 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 30,073 | 1,716 | 0.43% | 0.4% | 210 | +1,979 | 7.04% | Q1 2026 | Apr 16, 2026 |
| Hartree Partners, LP | History | New | 30,000 | 1,712 | 0.37% | — | 211 | +30,000 | New | Q1 2026 | May 12, 2026 |
| Clear Trail Advisors, LLC | History | Reduced | 29,844 | 1,703 | 0.28% | 0.37% | 212 | -186 | -0.62% | Q1 2026 | Apr 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 28,953 | 1,652 | 0.0% | 0.0% | 213 | +2,477 | 9.36% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 28,549 | 1,629 | 0.01% | 0.01% | 214 | +955 | 3.46% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Reduced | 28,543 | 1,628 | 0.02% | 0.06% | 215 | -20,628 | -41.95% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 28,501 | 1,626 | 0.01% | 0.01% | 216 | +654 | 2.35% | Q1 2026 | May 05, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 28,118 | 1,604 | 0.4% | 0.38% | 217 | +733 | 2.68% | Q1 2026 | May 07, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 28,065 | 1,601 | 0.04% | 0.04% | 218 | -2,775 | -9.0% | Q1 2026 | May 14, 2026 |
| OUTFITTERS FINANCIAL LLC | History | No change | 27,972 | 1,596 | 1.24% | 1.17% | 219 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 27,788 | 1,585 | 0.64% | 0.54% | 220 | +3,524 | 14.52% | Q1 2026 | May 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 27,531 | 1,571 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Greenline Partners, LLC | History | Added to | 27,163 | 1,550 | 0.17% | 0.15% | 222 | +2,744 | 11.24% | Q1 2026 | May 15, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 27,077 | 1,545 | 1.11% | 1.04% | 223 | +415 | 1.56% | Q1 2026 | May 07, 2026 |
| Virtu Financial LLC | History | Added to | 27,027 | 1,542 | 0.06% | 0.04% | 224 | +6,705 | 32.99% | Q1 2026 | May 14, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | No change | 27,000 | 1,540 | 0.87% | 0.9% | 225 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFG Advisory, LLC | History | New | 26,320 | 1,502 | 4.31% | — | 227 | +26,320 | New | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 26,321 | 1,502 | 0.0% | 0.0% | 226 | +56 | 0.21% | Q1 2026 | May 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 26,278 | 1,499 | 0.01% | — | 228 | +26,278 | New | Q1 2026 | May 01, 2026 |
| HOURGLASS CAPITAL, LLC | History | New | 25,872 | 1,476 | 0.31% | — | 229 | +25,872 | New | Q1 2026 | May 04, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 25,685 | 1,465 | 0.05% | 0.04% | 230 | +187 | 0.73% | Q1 2026 | Apr 27, 2026 |
| Bramshill Investments, LLC | History | Reduced | 25,559 | 1,458 | 0.13% | 0.09% | 231 | -3,943 | -13.37% | Q1 2026 | May 15, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 25,000 | 1,426 | 0.53% | 0.48% | 232 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| National Philanthropic Trust | History | No change | 25,000 | 1,426 | 0.02% | 0.01% | 233 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 24,813 | 1,416 | 0.03% | 0.02% | 234 | +5,252 | 26.85% | Q1 2026 | May 01, 2026 |
| NATIXIS | History | No change | 23,958 | 1,367 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 23,533 | 1,343 | 0.04% | 0.03% | 236 | +525 | 2.28% | Q1 2026 | Apr 28, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 23,995 | 1,335 | 0.15% | 0.24% | 237 | -6,038 | -20.1% | Q1 2026 | Apr 10, 2026 |
| CHELSEA COUNSEL CO | History | No change | 25,000 | 1,334 | 0.57% | 0.57% | 238 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cannell & Spears LLC | History | Reduced | 22,800 | 1,301 | 0.03% | 0.03% | 239 | -6,700 | -22.71% | Q1 2026 | May 15, 2026 |
| Inscription Capital, LLC | History | Added to | 22,656 | 1,292 | 0.14% | 0.12% | 240 | +91 | 0.4% | Q1 2026 | Apr 20, 2026 |
| C2C Wealth Management, LLC | History | Added to | 22,321 | 1,273 | 1.08% | 0.99% | 241 | +400 | 1.82% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 22,298 | 1,272 | 0.03% | 0.02% | 242 | +2,122 | 10.52% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 22,266 | 1,270 | 0.01% | 0.01% | 244 | -4,324 | -16.26% | Q1 2026 | Apr 27, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 22,385 | 1,270 | 0.07% | 0.06% | 243 | -166 | -0.74% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 22,175 | 1,265 | 0.0% | 0.0% | 245 | +201 | 0.91% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 22,481 | 1,255 | 0.0% | 0.0% | 246 | -399 | -1.74% | Q1 2026 | May 05, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 21,400 | 1,221 | 0.22% | 0.17% | 247 | +3,600 | 20.22% | Q1 2026 | May 05, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 21,348 | 1,218 | 0.17% | 0.17% | 248 | -1,417 | -6.22% | Q1 2026 | Apr 22, 2026 |
| Inspire Advisors, LLC | History | Added to | 21,235 | 1,211 | 0.1% | 0.1% | 249 | +1,798 | 9.25% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 21,165 | 1,207 | 0.09% | 0.09% | 250 | -1,300 | -5.79% | Q1 2026 | May 05, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 21,100 | 1,204 | 0.05% | 0.04% | 251 | +5,152 | 32.3% | Q1 2026 | May 11, 2026 |
| Trilogy Capital Inc. | History | Reduced | 20,822 | 1,188 | 0.05% | 0.05% | 252 | -250 | -1.19% | Q1 2026 | Apr 21, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 20,814 | 1,187 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CVFG LLC | History | New | 20,700 | 1,181 | 0.15% | — | 254 | +20,700 | New | Q1 2026 | Apr 29, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 20,342 | 1,160 | 0.38% | 0.29% | 255 | +3,495 | 20.75% | Q1 2026 | Apr 22, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 20,290 | 1,157 | 0.01% | 0.01% | 256 | -1,021 | -4.79% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | No change | 20,156 | 1,150 | 0.13% | 0.12% | 257 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 19,427 | 1,108 | 0.01% | 0.01% | 258 | +8,737 | 81.73% | Q1 2026 | May 15, 2026 |
| Burford Brothers, Inc. | History | Added to | 18,890 | 1,078 | 0.44% | 0.38% | 259 | +1,441 | 8.26% | Q1 2026 | Apr 27, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 18,683 | 1,066 | 0.03% | 0.03% | 260 | -539 | -2.8% | Q1 2026 | Apr 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 18,175 | 1,037 | 0.01% | 0.01% | 261 | +1,806 | 11.03% | Q1 2026 | May 08, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 18,037 | 1,029 | 0.08% | 0.07% | 262 | +955 | 5.59% | Q1 2026 | May 13, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 17,616 | 1,005 | 0.1% | 0.09% | 263 | +1,275 | 7.8% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 18,516 | 988 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tidal Investments LLC | History | New | 17,300 | 987 | 0.0% | — | 265 | +17,300 | New | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 17,260 | 985 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SL ADVISORS, LLC | History | No change | 17,229 | 983 | 1.66% | 1.88% | 267 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SYM FINANCIAL Corp | History | Added to | 16,609 | 947 | 0.09% | 0.02% | 268 | +12,784 | 334.22% | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Reduced | 16,553 | 944 | 0.02% | 0.02% | 269 | -1,492 | -8.27% | Q1 2026 | Apr 27, 2026 |
| VELA Investment Management, LLC | History | Reduced | 16,513 | 942 | 0.22% | 0.68% | 270 | -37,933 | -69.67% | Q1 2026 | May 08, 2026 |
| SEARLE & CO. | History | Reduced | 16,400 | 935 | 0.24% | 0.24% | 271 | -1,000 | -5.75% | Q1 2026 | May 08, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 16,372 | 934 | 0.41% | 0.36% | 272 | +768 | 4.92% | Q1 2026 | Apr 30, 2026 |
| Fulcrum Asset Management LLP | History | No change | 16,052 | 925 | 0.14% | 0.24% | 273 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 16,017 | 914 | 0.14% | 0.14% | 274 | -662 | -3.97% | Q1 2026 | Apr 23, 2026 |
| FIRST INTERSTATE BANK | History | No change | 16,000 | 913 | 0.05% | 0.05% | 275 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Segment Wealth Management, LLC | History | No change | 15,447 | 881 | 0.05% | 0.05% | 276 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 15,433 | 880 | 0.1% | 0.05% | 277 | +8,730 | 130.24% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 15,152 | 864 | 0.04% | 0.04% | 278 | -814 | -5.1% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 15,129 | 863 | 0.03% | 0.04% | 279 | -5,782 | -27.65% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 14,881 | 849 | 0.0% | 0.0% | 280 | +2,914 | 24.35% | Q1 2026 | Apr 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 14,698 | 838 | 0.02% | 0.02% | 281 | +27 | 0.18% | Q1 2026 | Apr 29, 2026 |
| Hardy Reed LLC | History | Reduced | 14,670 | 837 | 0.06% | 0.06% | 282 | -600 | -3.93% | Q1 2026 | Apr 28, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 14,385 | 820 | 0.03% | 0.02% | 283 | +396 | 2.83% | Q1 2026 | May 05, 2026 |
| SG Americas Securities, LLC | History | Added to | 14,282 | 815 | 0.0% | 0.0% | 284 | +3,587 | 33.54% | Q1 2026 | Apr 16, 2026 |
| Highlander Partners, L.P. | History | No change | 14,291 | 815 | 0.32% | 0.27% | 285 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 14,230 | 812 | 0.03% | — | 286 | +14,230 | New | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 14,133 | 806 | 0.0% | 0.0% | 287 | +2,968 | 26.58% | Q1 2026 | May 15, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 14,015 | 799 | 0.09% | 0.09% | 289 | -459 | -3.17% | Q1 2026 | May 06, 2026 |
| BESSEMER GROUP INC | History | No change | 14,010 | 799 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 13,943 | 795 | 0.03% | 0.03% | 290 | -550 | -3.79% | Q1 2026 | May 08, 2026 |
| ARS Investment Partners, LLC | History | Added to | 13,900 | 793 | 0.04% | 0.04% | 291 | +1,000 | 7.75% | Q1 2026 | Apr 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 13,871 | 791 | 0.01% | 0.01% | 293 | -7,722 | -35.76% | Q1 2026 | Apr 20, 2026 |
| Modus Advisors, LLC | History | Reduced | 13,875 | 791 | 0.22% | 0.28% | 292 | -5,731 | -29.23% | Q1 2026 | May 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 13,493 | 770 | 0.03% | 0.02% | 294 | +103 | 0.77% | Q1 2026 | Apr 23, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 13,472 | 768 | 0.03% | 0.03% | 295 | +2 | 0.01% | Q1 2026 | May 12, 2026 |
| COMMERCE BANK | History | Added to | 13,333 | 760 | 0.0% | 0.0% | 296 | +1,809 | 15.7% | Q1 2026 | May 11, 2026 |
| Cornerstone Select Advisors, LLC | History | New | 13,259 | 756 | 0.47% | — | 297 | +13,259 | New | Q1 2026 | May 13, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 13,074 | 746 | 0.17% | 0.14% | 298 | -6 | -0.05% | Q1 2026 | Apr 13, 2026 |
| Advisory Advocates, LLC | History | Added to | 12,928 | 737 | 0.75% | 0.66% | 299 | +489 | 3.93% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,673 | 736 | 0.0% | 0.0% | 300 | +808 | 6.81% | Q1 2026 | May 15, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 12,799 | 730 | 0.16% | 0.08% | 301 | +5,974 | 87.53% | Q1 2026 | Apr 15, 2026 |
| Savant Capital, LLC | History | Added to | 12,755 | 727 | 0.0% | 0.0% | 302 | +2 | 0.02% | Q1 2026 | May 04, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 12,725 | 726 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 12,659 | 722 | 0.05% | 0.04% | 304 | -25 | -0.2% | Q1 2026 | May 20, 2026 |
| Diversified Trust Co | History | No change | 12,478 | 712 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Addis & Hill, Inc | History | Reduced | 12,150 | 693 | 0.42% | 0.41% | 306 | -504 | -3.98% | Q1 2026 | Apr 16, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 12,019 | 685 | 0.0% | 0.06% | 307 | -221,615 | -94.86% | Q1 2026 | May 07, 2026 |
| Northstar Advisory Group, LLC | History | Added to | 12,000 | 684 | 0.25% | 0.22% | 308 | +500 | 4.35% | Q1 2026 | Apr 08, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 11,939 | 681 | 0.04% | 0.03% | 309 | +8 | 0.07% | Q1 2026 | Apr 28, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 11,635 | 664 | 0.19% | 0.15% | 310 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 11,600 | 662 | 0.16% | 0.14% | 311 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 12,395 | 661 | 0.0% | 0.0% | 312 | +1,409 | 12.83% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 11,569 | 660 | 0.02% | 0.01% | 313 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Merrion Investment Management Co, LLC | History | No change | 11,525 | 657 | 0.35% | 0.33% | 314 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Signal Advisors Wealth, LLC | History | New | 11,444 | 653 | 0.04% | — | 315 | +11,444 | New | Q1 2026 | Apr 17, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 11,426 | 652 | 0.31% | 0.3% | 316 | -1,172 | -9.3% | Q1 2026 | Apr 27, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 11,373 | 649 | 0.02% | 0.02% | 317 | -196 | -1.69% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Added to | 11,260 | 642 | 0.02% | 0.02% | 318 | +850 | 8.17% | Q1 2026 | Apr 22, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 11,244 | 641 | 0.2% | 0.14% | 319 | +3,037 | 37.0% | Q1 2026 | May 08, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 11,151 | 636 | 0.01% | 0.01% | 320 | +3,709 | 49.84% | Q1 2026 | Apr 27, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 11,753 | 634 | 0.01% | 0.02% | 321 | -86 | -0.73% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 10,996 | 627 | 0.01% | 0.01% | 322 | +1,876 | 20.57% | Q1 2026 | Apr 17, 2026 |
| Lifetime Wealth Management P.C. | History | No change | 11,000 | 627 | 0.36% | 0.37% | 323 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 10,935 | 624 | 0.02% | 0.01% | 324 | +4,052 | 58.87% | Q1 2026 | Apr 08, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 10,901 | 622 | 0.09% | 0.09% | 325 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| IHT Wealth Management, LLC | History | Added to | 10,766 | 614 | 0.01% | 0.01% | 327 | +1,014 | 10.4% | Q1 2026 | May 15, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Added to | 10,760 | 614 | 0.06% | 0.06% | 326 | +275 | 2.62% | Q1 2026 | May 07, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 10,732 | 612 | 0.29% | 0.28% | 328 | +204 | 1.94% | Q1 2026 | May 08, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 10,551 | 602 | 0.07% | 0.06% | 329 | +76 | 0.73% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,481 | 598 | 0.01% | 0.01% | 331 | +3,395 | 47.91% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | No change | 10,494 | 598 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 10,477 | 597 | 0.1% | 0.1% | 332 | -1,038 | -9.01% | Q1 2026 | Apr 22, 2026 |
| Bouchey Financial Group Ltd | History | No change | 10,568 | 595 | 0.04% | 0.04% | 333 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 10,346 | 590 | 0.34% | 0.33% | 334 | +27 | 0.26% | Q1 2026 | Apr 16, 2026 |
| Wedmont Private Capital | History | Reduced | 10,544 | 589 | 0.02% | 0.02% | 335 | -536 | -4.84% | Q1 2026 | Apr 09, 2026 |
| Colonial River Investments, LLC | History | No change | 10,232 | 583 | 0.21% | 0.19% | 336 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 10,177 | 580 | 0.0% | 0.01% | 337 | -2,700 | -20.97% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 10,150 | 579 | 0.03% | 0.03% | 338 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 10,345 | 574 | 0.01% | — | 339 | +10,345 | New | Q1 2026 | May 01, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 10,331 | 573 | 0.09% | 0.02% | 340 | -68 | -0.65% | Q1 2026 | May 01, 2026 |
| Abel Hall, LLC | History | No change | 10,000 | 570 | 0.12% | 0.12% | 341 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 9,915 | 565 | 0.17% | 0.16% | 343 | +496 | 5.27% | Q1 2026 | Apr 30, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 9,911 | 565 | 0.22% | 0.2% | 344 | +175 | 1.8% | Q1 2026 | Apr 21, 2026 |
| BOKF, NA | History | No change | 9,915 | 565 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 9,807 | 559 | 0.03% | 0.03% | 345 | -1,010 | -9.34% | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Added to | 9,773 | 557 | 0.01% | 0.01% | 346 | +2,231 | 29.58% | Q1 2026 | Apr 13, 2026 |
| Bogart Wealth, LLC | History | No change | 9,727 | 555 | 0.02% | 0.02% | 347 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| XTX Topco Ltd | History | Reduced | 9,699 | 553 | 0.01% | 0.04% | 348 | -21,562 | -68.97% | Q1 2026 | May 15, 2026 |
| Wellington Grp LLC | History | Added to | 9,675 | 552 | 0.17% | 0.11% | 349 | +3,519 | 57.16% | Q1 2026 | May 22, 2026 |
| Silverberg Bernstein Capital Management LLC | History | No change | 9,644 | 550 | 0.3% | 0.3% | 350 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Magnus Financial Group LLC | History | Added to | 9,558 | 545 | 0.04% | 0.02% | 351 | +4,413 | 85.77% | Q1 2026 | Apr 10, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | Added to | 9,518 | 543 | 0.33% | 0.34% | 352 | +176 | 1.88% | Q1 2026 | May 11, 2026 |
| SCHULHOFF & CO INC | History | No change | 9,500 | 542 | 0.22% | 0.21% | 353 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 9,382 | 535 | 0.11% | 0.1% | 354 | +200 | 2.18% | Q1 2026 | May 12, 2026 |
| Legacy Advisors, LLC | History | No change | 9,275 | 529 | 0.06% | 0.05% | 355 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 9,163 | 522 | 0.01% | 0.01% | 357 | +2,563 | 38.83% | Q1 2026 | May 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 9,151 | 522 | 0.01% | 0.01% | 356 | +83 | 0.92% | Q1 2026 | May 15, 2026 |
| WESBANCO BANK INC | History | Reduced | 9,045 | 516 | 0.01% | 0.01% | 358 | -1,000 | -9.96% | Q1 2026 | Apr 21, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,983 | 512 | 0.02% | 0.01% | 359 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Argent Advisors, Inc. | History | New | 8,807 | 502 | 0.14% | — | 360 | +8,807 | New | Q1 2026 | Apr 24, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 8,729 | 498 | 0.01% | 0.02% | 361 | +2,451 | 39.04% | Q1 2026 | Apr 27, 2026 |
| Strategic Financial Concepts, LLC | History | New | 8,670 | 494 | 0.12% | — | 362 | +8,670 | New | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,812 | 492 | 0.0% | 0.01% | 363 | -4,484 | -33.72% | Q1 2026 | Apr 07, 2026 |
| Csenge Advisory Group | History | Reduced | 8,611 | 491 | 0.02% | 0.02% | 364 | -81 | -0.93% | Q1 2026 | Apr 30, 2026 |
| Focus Financial Network, Inc. | History | Added to | 8,594 | 490 | 0.02% | 0.02% | 365 | +400 | 4.88% | Q1 2026 | Apr 14, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 8,500 | 485 | 0.42% | 0.37% | 366 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Foresight Global Investors, Inc. | History | No change | 8,464 | 483 | 0.31% | 0.21% | 367 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Convergence Financial, LLC | History | New | 8,432 | 481 | 0.05% | — | 369 | +8,432 | New | Q1 2026 | May 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 8,437 | 481 | 0.01% | 0.01% | 368 | +144 | 1.74% | Q1 2026 | May 01, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 8,331 | 475 | 0.01% | 0.01% | 370 | -390 | -4.47% | Q1 2026 | Apr 10, 2026 |
| Carnegie Investment Counsel | History | Reduced | 8,316 | 474 | 0.01% | 0.01% | 371 | -1,500 | -15.28% | Q1 2026 | May 01, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 8,291 | 473 | 0.01% | 0.01% | 373 | +422 | 5.36% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 13,000 | 473 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 8,273 | 472 | 0.03% | 0.03% | 374 | +143 | 1.76% | Q1 2026 | Apr 20, 2026 |
| Stablepoint Partners, LLC | History | No change | 8,283 | 472 | 0.07% | 0.07% | 375 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 8,424 | 471 | 0.03% | 0.03% | 376 | +572 | 7.28% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,237 | 470 | 0.0% | 0.0% | 377 | -2,530 | -23.5% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 8,229 | 469 | 0.01% | 0.0% | 378 | +1,951 | 31.08% | Q1 2026 | May 15, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 8,100 | 462 | 0.1% | 0.09% | 379 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 8,000 | 456 | 0.22% | 0.22% | 380 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 8,000 | 456 | 0.16% | 0.15% | 381 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 7,931 | 452 | 0.01% | 0.0% | 382 | +1,194 | 17.72% | Q1 2026 | May 13, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | Added to | 7,915 | 451 | 0.29% | 0.23% | 383 | +770 | 10.78% | Q1 2026 | May 11, 2026 |
| VestGen Advisors, LLC | History | New | 8,287 | 450 | 0.01% | — | 385 | +8,287 | New | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 7,894 | 450 | 0.0% | 0.0% | 384 | -655 | -7.66% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 7,839 | 447 | 0.03% | — | 386 | +7,839 | New | Q1 2026 | Apr 28, 2026 |
| Maia Wealth LLC | History | Added to | 7,810 | 445 | 0.08% | 0.07% | 387 | +143 | 1.87% | Q1 2026 | May 08, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 7,785 | 444 | 0.06% | 0.06% | 388 | -300 | -3.71% | Q1 2026 | Apr 13, 2026 |
| Advisor OS, LLC | History | No change | 7,748 | 442 | 0.03% | 0.03% | 389 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Compass Financial Group, INC/SD | History | New | 7,649 | 436 | 0.06% | — | 390 | +7,649 | New | Q1 2026 | Apr 29, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 7,489 | 431 | 0.01% | 0.01% | 391 | -100 | -1.32% | Q1 2026 | May 11, 2026 |
| Ulland Investment Advisors, LLC | History | Added to | 7,500 | 428 | 0.37% | 0.21% | 394 | +2,500 | 50.0% | Q1 2026 | Apr 27, 2026 |
| Glenview Trust Co | History | Added to | 7,500 | 428 | 0.01% | 0.01% | 393 | +1,000 | 15.38% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 7,500 | 428 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SANDERS MORRIS HARRIS LLC | History | Added to | 7,484 | 427 | 0.07% | 0.36% | 395 | +3,104 | 70.87% | Q1 2026 | Apr 09, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 7,324 | 422 | 0.02% | 0.02% | 396 | +55 | 0.76% | Q1 2026 | May 14, 2026 |
| Lee Financial Co | History | No change | 7,372 | 420 | 0.06% | 0.05% | 397 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Allegheny Financial Group | History | No change | 7,364 | 420 | 0.06% | 0.06% | 398 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sigma Planning Corp | History | Added to | 7,346 | 419 | 0.01% | 0.01% | 399 | +72 | 0.99% | Q1 2026 | May 04, 2026 |
| ORG Partners LLC | History | No change | 7,826 | 419 | 0.07% | 0.07% | 400 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Amplify Investments, LLC | History | No change | 7,327 | 418 | 7.49% | 8.52% | 401 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arista Wealth Management, LLC | History | No change | 7,306 | 416 | 0.05% | 0.05% | 402 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 7,285 | 415 | 0.01% | 0.01% | 403 | -1,457 | -16.67% | Q1 2026 | Apr 23, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 7,686 | 410 | 0.02% | 0.02% | 404 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Intrua Financial, LLC | History | Added to | 7,149 | 408 | 0.04% | 0.04% | 405 | +79 | 1.12% | Q1 2026 | Apr 23, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 7,126 | 406 | 0.04% | 0.04% | 406 | -150 | -2.06% | Q1 2026 | Apr 23, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 7,038 | 401 | 0.01% | 0.01% | 407 | -1,950 | -21.7% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 7,168 | 397 | 0.03% | 0.03% | 408 | +91 | 1.29% | Q1 2026 | May 12, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 6,850 | 390 | 0.08% | 0.09% | 409 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 7,000 | 389 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 6,799 | 388 | 0.0% | 0.01% | 411 | -4,650 | -40.61% | Q1 2026 | May 11, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 6,756 | 385 | 0.46% | 0.31% | 412 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 6,745 | 384 | 0.03% | 0.02% | 413 | +2,920 | 76.34% | Q1 2026 | Apr 06, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 6,650 | 379 | 0.03% | 0.03% | 414 | +96 | 1.46% | Q1 2026 | Apr 30, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 6,609 | 377 | 0.01% | 0.03% | 415 | -11,204 | -62.9% | Q1 2026 | May 14, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | New | 6,618 | 377 | 0.2% | — | 416 | +6,618 | New | Q1 2026 | May 07, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 6,541 | 373 | 0.04% | 0.04% | 417 | +251 | 3.99% | Q1 2026 | Apr 15, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 6,500 | 370 | 0.08% | 0.07% | 418 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 6,476 | 369 | 0.14% | 0.13% | 419 | -419 | -6.08% | Q1 2026 | May 11, 2026 |
| Severin Investments, LLC | History | Added to | 6,450 | 368 | 0.32% | 0.3% | 420 | +52 | 0.81% | Q1 2026 | Apr 24, 2026 |
| Calydon Capital | History | Reduced | 6,448 | 367 | 0.06% | 0.06% | 421 | -70 | -1.07% | Q1 2026 | May 15, 2026 |
| Aspen Grove Capital, LLC | History | No change | 6,441 | 367 | 0.07% | 0.06% | 422 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 6,420 | 366 | 0.17% | 0.18% | 423 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Lavaca Capital LLC | History | No change | 6,400 | 365 | 0.06% | 0.06% | 424 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hilltop National Bank | History | No change | 6,400 | 365 | 0.09% | 0.08% | 425 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Squarepoint Ops LLC | History | Reduced | 6,300 | 359 | 0.0% | 0.0% | 427 | -29,900 | -82.6% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,299 | 359 | 0.01% | 0.01% | 428 | +620 | 10.92% | Q1 2026 | May 07, 2026 |
| Vestcor Inc | History | No change | 6,285 | 359 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GWN SECURITIES INC. | History | Added to | 6,198 | 353 | 0.07% | 0.04% | 430 | +2,106 | 51.47% | Q1 2026 | May 14, 2026 |
| Bell Bank | History | No change | 6,200 | 353 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 6,172 | 352 | 0.01% | 0.01% | 431 | -274 | -4.25% | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 6,166 | 351 | 0.01% | 0.01% | 432 | +446 | 7.8% | Q1 2026 | May 04, 2026 |
| Corps Capital Advisors, LLC | History | New | 6,104 | 348 | 0.3% | — | 434 | +6,104 | New | Q1 2026 | May 14, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 6,101 | 348 | 0.06% | 0.05% | 433 | +522 | 9.36% | Q1 2026 | May 01, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 6,432 | 343 | 0.05% | 0.05% | 435 | -1,148 | -15.15% | Q1 2026 | Apr 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 5,988 | 341 | 0.01% | — | 436 | +5,988 | New | Q1 2026 | May 11, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 5,948 | 339 | 0.22% | 0.21% | 437 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| ATWOOD & PALMER INC | History | No change | 5,844 | 333 | 0.02% | 0.02% | 438 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 5,808 | 331 | 0.04% | 0.03% | 439 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 5,786 | 330 | 0.03% | 0.03% | 440 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Advisor Resource Council | History | No change | 5,763 | 328 | 0.11% | 0.11% | 441 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Savvy Advisors, Inc. | History | New | 5,725 | 326 | 0.01% | — | 445 | +5,725 | New | Q1 2026 | May 11, 2026 |
| Verdence Capital Advisors LLC | History | New | 5,719 | 326 | 0.02% | — | 444 | +5,719 | New | Q1 2026 | Apr 30, 2026 |
| Secure Asset Management, LLC | History | Added to | 5,729 | 326 | 0.05% | 0.05% | 442 | +45 | 0.79% | Q1 2026 | Apr 09, 2026 |
| Allie Family Office LLC | History | No change | 5,719 | 326 | 0.14% | 0.14% | 443 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 5,620 | 321 | 0.02% | 0.02% | 446 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 5,587 | 318 | 0.09% | 0.09% | 447 | -149 | -2.6% | Q1 2026 | May 14, 2026 |
| Procyon Advisors, LLC | History | New | 5,553 | 316 | 0.02% | — | 448 | +5,553 | New | Q1 2026 | May 04, 2026 |
| Madison Park Capital Advisors, LLC | History | No change | 5,500 | 313 | 0.25% | 0.24% | 449 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 5,450 | 311 | 0.05% | — | 450 | +5,450 | New | Q1 2026 | May 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 5,444 | 310 | 0.0% | 0.0% | 451 | -186 | -3.3% | Q1 2026 | May 14, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 5,445 | 310 | 0.09% | 0.08% | 452 | +8 | 0.15% | Q1 2026 | Apr 20, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 5,415 | 309 | 0.01% | 0.01% | 453 | -845 | -13.5% | Q1 2026 | Apr 16, 2026 |
| MBE Wealth Management, LLC | History | Added to | 5,426 | 309 | 0.13% | 0.12% | 455 | +38 | 0.71% | Q1 2026 | Apr 21, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 5,420 | 309 | 0.07% | 0.06% | 454 | +30 | 0.56% | Q1 2026 | Apr 17, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 5,400 | 308 | 0.05% | 0.05% | 456 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rockbridge Asset Management LLC | History | No change | 5,381 | 307 | 0.21% | 0.17% | 457 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BSW Wealth Partners | History | No change | 5,376 | 306 | 0.04% | 0.03% | 458 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 5,346 | 305 | 0.03% | 0.03% | 459 | +16 | 0.3% | Q1 2026 | May 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,341 | 304 | 0.0% | 0.0% | 461 | +101 | 1.93% | Q1 2026 | May 11, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 5,327 | 304 | 0.01% | 0.02% | 460 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 5,675 | 302 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Visionary Wealth Advisors | History | Reduced | 5,290 | 301 | 0.01% | 0.01% | 463 | -330 | -5.87% | Q1 2026 | May 13, 2026 |
| Claro Advisors Inc. | History | No change | 5,253 | 299 | 0.04% | 0.04% | 464 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Rollins Financial Advisors, LLC | History | New | 5,189 | 296 | 0.05% | — | 467 | +5,189 | New | Q1 2026 | May 05, 2026 |
| Royal Harbor Partners, LLC | History | No change | 5,195 | 296 | 0.1% | 0.09% | 465 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 5,560 | 296 | 0.09% | 0.09% | 466 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Dauntless Investment Group, LLC | History | New | 5,170 | 295 | 0.2% | — | 468 | +5,170 | New | Q1 2026 | May 14, 2026 |
| Fermata Advisors, LLC | History | Added to | 5,167 | 294 | 0.07% | 0.05% | 469 | +1,023 | 24.69% | Q1 2026 | Apr 08, 2026 |
| Somerset Trust Co | History | No change | 5,120 | 292 | 0.09% | 0.08% | 470 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Wick Capital Partners, LLC | History | Added to | 5,060 | 288 | 0.05% | 0.05% | 471 | +28 | 0.56% | Q1 2026 | May 15, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 5,015 | 286 | 0.03% | 0.03% | 472 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aspetuck Financial Management LLC | History | New | 5,000 | 285 | 0.2% | — | 478 | +5,000 | New | Q1 2026 | May 06, 2026 |
| ROCKLAND TRUST CO | History | No change | 5,000 | 285 | 0.01% | 0.01% | 473 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | No change | 5,000 | 285 | 0.11% | 0.1% | 474 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 5,000 | 285 | 0.01% | 0.01% | 475 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SITTNER & NELSON, LLC | History | No change | 5,000 | 285 | 0.1% | 0.1% | 476 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| De Lisle Partners LLP | History | No change | 5,000 | 285 | 0.03% | 0.03% | 477 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 4,947 | 282 | 0.04% | 0.04% | 480 | +300 | 6.46% | Q1 2026 | May 06, 2026 |
| Naviter Wealth, LLC | History | No change | 4,950 | 282 | 0.04% | 0.03% | 479 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Belpointe Asset Management LLC | History | New | 4,935 | 281 | 0.01% | — | 483 | +4,935 | New | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | New | 4,935 | 281 | 0.04% | — | 484 | +4,935 | New | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 4,927 | 281 | 0.0% | 0.0% | 482 | -1,305 | -20.94% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 4,936 | 281 | 0.0% | 0.0% | 481 | -327 | -6.21% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | New | 4,905 | 279 | 0.0% | — | 485 | +4,905 | New | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 4,881 | 278 | 0.02% | 0.02% | 486 | +81 | 1.69% | Q1 2026 | Apr 14, 2026 |
| Legacy Wealth Advisors, LLC | History | No change | 4,855 | 277 | 0.14% | 0.17% | 487 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 4,845 | 276 | 0.0% | 0.0% | 488 | -2,894 | -37.4% | Q1 2026 | May 12, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 4,794 | 273 | 0.11% | 0.1% | 490 | +90 | 1.91% | Q1 2026 | May 01, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 4,796 | 273 | 0.02% | 0.02% | 489 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ENTREWEALTH, LLC | History | No change | 4,756 | 271 | 0.12% | 0.12% | 491 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 4,744 | 270 | 0.01% | 0.01% | 492 | +2 | 0.04% | Q1 2026 | May 04, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 4,728 | 269 | 0.02% | 0.02% | 493 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | No change | 4,728 | 269 | 0.18% | 0.18% | 494 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 4,610 | 263 | 0.04% | 0.36% | 496 | -41,567 | -90.02% | Q1 2026 | Apr 20, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 4,620 | 263 | 0.03% | 0.07% | 495 | -7,312 | -61.28% | Q1 2026 | Apr 30, 2026 |
| Elser Financial Planning, Inc | History | New | 4,687 | 259 | 0.01% | — | 499 | +4,687 | New | Q1 2026 | Apr 15, 2026 |
| Cedar Wealth Management, LLC | History | Added to | 4,546 | 259 | 0.08% | 0.05% | 497 | +1,703 | 59.9% | Q1 2026 | May 14, 2026 |
| Zhang Financial LLC | History | No change | 4,543 | 259 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 4,525 | 258 | 0.01% | — | 500 | +4,525 | New | Q1 2026 | May 15, 2026 |
| Phil A. Younker & Associates, Ltd. | History | New | 4,500 | 256 | 0.17% | — | 503 | +4,500 | New | Q1 2026 | Apr 17, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 4,498 | 256 | 0.02% | 0.02% | 501 | -3,237 | -41.85% | Q1 2026 | May 14, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | Reduced | 4,500 | 256 | 0.08% | 0.09% | 502 | -400 | -8.16% | Q1 2026 | May 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 4,469 | 255 | 0.03% | 0.03% | 504 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 4,393 | 250 | 0.01% | — | 505 | +4,393 | New | Q1 2026 | May 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 4,372 | 249 | 0.01% | 0.01% | 506 | -7,595 | -63.47% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 4,333 | 247 | 0.0% | 0.0% | 508 | -250 | -5.45% | Q1 2026 | May 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 4,328 | 247 | 0.01% | 0.01% | 507 | -12 | -0.28% | Q1 2026 | May 13, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 4,300 | 245 | 0.03% | 0.03% | 509 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 4,284 | 244 | 0.01% | 0.02% | 510 | -945 | -18.07% | Q1 2026 | Apr 16, 2026 |
| Wealth Alliance Advisory Group, LLC | History | New | 4,270 | 243 | 0.04% | — | 511 | +4,270 | New | Q1 2026 | Apr 09, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 4,250 | 242 | 0.03% | — | 512 | +4,250 | New | Q1 2026 | Apr 15, 2026 |
| North Star Investment Management Corp. | History | New | 4,189 | 239 | 0.01% | — | 514 | +4,189 | New | Q1 2026 | Apr 23, 2026 |
| Stillwater Wealth Management Group | History | Reduced | 4,200 | 239 | 0.15% | 0.17% | 513 | -500 | -10.64% | Q1 2026 | May 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 4,173 | 238 | 0.01% | — | 515 | +4,173 | New | Q1 2026 | May 12, 2026 |
| Archford Capital Strategies, LLC | History | No change | 4,107 | 234 | 0.03% | 0.03% | 516 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CHOREO, LLC | History | Added to | 4,049 | 231 | 0.0% | 0.0% | 517 | +208 | 5.42% | Q1 2026 | May 12, 2026 |
| HFG Advisors, Inc. | History | No change | 4,050 | 231 | 0.16% | 0.16% | 518 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 4,042 | 230 | 0.02% | 0.02% | 520 | +74 | 1.86% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,038 | 230 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 4,015 | 229 | 0.01% | — | 522 | +4,015 | New | Q1 2026 | Apr 13, 2026 |
| WELCH & FORBES LLC | History | No change | 4,029 | 229 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| XML Financial, LLC | History | New | 4,000 | 228 | 0.02% | — | 524 | +4,000 | New | Q1 2026 | Apr 16, 2026 |
| Second Line Capital, LLC | History | Added to | 4,053 | 228 | 0.04% | 0.04% | 523 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 3,967 | 226 | 0.02% | 0.02% | 525 | -146 | -3.55% | Q1 2026 | May 07, 2026 |
| Teamwork Financial Advisors, LLC | History | No change | 3,910 | 223 | 0.02% | 0.02% | 526 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 3,890 | 222 | 0.0% | 0.0% | 527 | +90 | 2.37% | Q1 2026 | May 15, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 3,877 | 221 | 0.12% | 0.11% | 528 | -80 | -2.02% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 3,837 | 218 | 0.01% | — | 532 | +3,837 | New | Q1 2026 | Apr 28, 2026 |
| HANOVER ADVISORS INC | History | New | 3,832 | 218 | 0.09% | — | 530 | +3,832 | New | Q1 2026 | May 07, 2026 |
| Founders Financial Alliance, LLC | History | New | 3,830 | 218 | 0.04% | — | 531 | +3,830 | New | Q1 2026 | May 11, 2026 |
| Balboa Wealth Partners | History | No change | 3,821 | 218 | 0.04% | 0.03% | 529 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 3,800 | 216 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 3,758 | 214 | 0.04% | 0.04% | 535 | -107 | -2.77% | Q1 2026 | Apr 20, 2026 |
| First Trust Capital Management L.P. | History | No change | 3,754 | 214 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 3,705 | 211 | 0.0% | — | 537 | +3,705 | New | Q1 2026 | May 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 3,700 | 211 | 0.07% | 0.06% | 536 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| ETF Portfolio Partners, Inc. | History | New | 3,692 | 210 | 0.06% | — | 539 | +3,692 | New | Q1 2026 | May 13, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Reduced | 3,691 | 210 | 0.18% | 0.23% | 538 | -1,309 | -26.18% | Q1 2026 | Apr 17, 2026 |
| Plan Group Financial, LLC | History | New | 3,674 | 209 | 0.05% | — | 541 | +3,674 | New | Q1 2026 | Apr 13, 2026 |
| Waterloo Capital, L.P. | History | New | 3,662 | 209 | 0.01% | — | 540 | +3,662 | New | Q1 2026 | May 12, 2026 |
| Ascent Group, LLC | History | New | 3,650 | 208 | 0.01% | — | 542 | +3,650 | New | Q1 2026 | May 15, 2026 |
| Requisite Capital Management, LLC | History | New | 3,642 | 207 | 0.04% | — | 543 | +3,642 | New | Q1 2026 | May 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | New | 3,600 | 205 | 0.01% | — | 544 | +3,600 | New | Q1 2026 | Apr 20, 2026 |
| Nova R Wealth, Inc. | History | New | 3,590 | 204 | 0.07% | — | 545 | +3,590 | New | Q1 2026 | Apr 17, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | New | 3,529 | 201 | 0.05% | — | 547 | +3,529 | New | Q1 2026 | Apr 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 3,519 | 201 | 0.0% | — | 546 | +3,519 | New | Q1 2026 | May 01, 2026 |
| Colonial Trust Co / SC | History | No change | 3,492 | 199 | 0.03% | 0.02% | 548 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Arlington Trust Co LLC | History | No change | 3,300 | 194 | 0.02% | 0.02% | 549 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 3,432 | 191 | 0.01% | 0.01% | 550 | -314 | -8.38% | Q1 2026 | Apr 27, 2026 |
| Ancora Advisors LLC | History | No change | 3,327 | 189 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nemes Rush Group LLC | History | Added to | 3,264 | 186 | 0.02% | 0.02% | 552 | +131 | 4.18% | Q1 2026 | Apr 21, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 3,210 | 183 | 0.05% | 0.04% | 553 | +185 | 6.12% | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 3,191 | 182 | 0.03% | 0.03% | 554 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | New | 3,104 | 177 | 0.01% | — | 556 | +3,104 | New | Q1 2026 | May 12, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | Reduced | 3,114 | 177 | 0.04% | 0.05% | 555 | -1,627 | -34.32% | Q1 2026 | Apr 01, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 3,068 | 175 | 0.0% | 0.0% | 557 | -2,590 | -45.78% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 2,939 | 168 | 0.02% | 0.02% | 558 | +54 | 1.87% | Q1 2026 | Apr 16, 2026 |
| Smithfield Trust Co | History | No change | 2,725 | 155 | 0.01% | 0.01% | 559 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 2,603 | 148 | 0.04% | 0.04% | 560 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 2,465 | 140 | 0.04% | 0.04% | 561 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 2,442 | 139 | 0.08% | 0.13% | 562 | -1,616 | -39.82% | Q1 2026 | Apr 20, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 2,400 | 136 | 0.03% | 0.03% | 563 | +600 | 33.33% | Q1 2026 | Apr 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,363 | 134 | 0.02% | — | 564 | +2,363 | New | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | No change | 2,211 | 126 | 0.01% | 0.01% | 565 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 2,173 | 123 | 0.02% | 0.02% | 566 | +40 | 1.88% | Q1 2026 | May 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,154 | 122 | 0.0% | 0.0% | 568 | +2,063 | 2267.03% | Q1 2026 | May 15, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 2,148 | 122 | 0.02% | 0.02% | 567 | -70 | -3.16% | Q1 2026 | May 06, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 2,100 | 119 | 0.01% | 0.4% | 569 | -55,700 | -96.37% | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,000 | 114 | 0.01% | 0.01% | 570 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,801 | 102 | 0.03% | 0.03% | 571 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 1,730 | 98 | 0.0% | 0.01% | 572 | -2,399 | -58.1% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,649 | 94 | 0.0% | — | 574 | +1,649 | New | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,655 | 94 | 0.0% | 0.0% | 573 | +31 | 1.91% | Q1 2026 | May 08, 2026 |
| Inspire Investing, LLC | History | Reduced | 1,624 | 92 | 0.01% | 0.12% | 575 | -23,658 | -93.58% | Q1 2026 | Apr 23, 2026 |
| HM PAYSON & CO | History | No change | 1,563 | 89 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Heritage Wealth Advisors | History | Added to | 1,559 | 88 | 0.0% | 0.0% | 577 | +107 | 7.37% | Q1 2026 | May 13, 2026 |
| Global Assets Advisory, LLC | History | New | 1,538 | 87 | 0.02% | — | 579 | +1,538 | New | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,535 | 87 | 0.0% | 0.0% | 578 | -25 | -1.6% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,499 | 85 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CENTRAL TRUST Co | History | No change | 1,457 | 83 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Citizens National Bank Trust Department | History | No change | 1,465 | 83 | 0.01% | 0.01% | 582 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Avalon Trust Co | History | No change | 1,387 | 79 | 0.01% | 0.0% | 583 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MCF Advisors LLC | History | New | 1,316 | 75 | 0.0% | — | 584 | +1,316 | New | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 1,298 | 74 | 0.01% | 0.01% | 585 | -79 | -5.74% | Q1 2026 | May 19, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,260 | 71 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Trust Co | History | No change | 1,235 | 70 | 0.01% | 0.01% | 587 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,243 | 70 | 0.03% | 0.02% | 588 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIRST HORIZON CORP | History | Reduced | 1,225 | 69 | 0.0% | 0.0% | 589 | -90 | -6.84% | Q1 2026 | Apr 30, 2026 |
| Western Wealth Management, LLC | History | New | 1,138 | 64 | 0.0% | — | 591 | +1,138 | New | Q1 2026 | May 19, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,135 | 64 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MATHER GROUP, LLC. | History | New | 1,064 | 60 | 0.0% | — | 594 | +1,064 | New | Q1 2026 | Apr 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 1,060 | 60 | 0.02% | 0.02% | 592 | +20 | 1.92% | Q1 2026 | May 04, 2026 |
| Activest Wealth Management | History | Added to | 1,065 | 60 | 0.01% | 0.01% | 593 | +20 | 1.91% | Q1 2026 | Apr 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,000 | 57 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WFA of San Diego, LLC | History | No change | 1,000 | 57 | 0.05% | 0.04% | 596 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 1,000 | 57 | 0.04% | 0.03% | 597 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fortitude Family Office, LLC | History | No change | 1,009 | 57 | 0.01% | 0.01% | 598 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Vision Retirement, LLC | History | No change | 998 | 56 | 0.02% | 0.01% | 599 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | History | No change | 910 | 52 | 0.1% | 0.09% | 600 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hickory Point Bank & Trust | History | New | 900 | 51 | 0.03% | — | 601 | +900 | New | Q1 2026 | Apr 03, 2026 |
| SageView Advisory Group, LLC | History | No change | 948 | 50 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | No change | 847 | 48 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 812 | 46 | 0.04% | 0.04% | 604 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wiser Advisor Group LLC | History | Added to | 786 | 44 | 0.05% | 0.05% | 606 | +15 | 1.95% | Q1 2026 | Apr 22, 2026 |
| Root Financial Partners, LLC | History | No change | 778 | 44 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 750 | 42 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 712 | 40 | 0.01% | 0.01% | 608 | +17 | 2.45% | Q1 2026 | May 05, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 700 | 39 | 0.06% | — | 610 | +700 | New | Q1 2026 | May 04, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 696 | 39 | 0.01% | 0.01% | 609 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 659 | 37 | 0.02% | 0.01% | 611 | +342 | 107.89% | Q1 2026 | Apr 13, 2026 |
| Caldwell Trust Co | History | No change | 635 | 36 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ASSETMARK, INC | History | Added to | 559 | 31 | 0.0% | 0.0% | 613 | +251 | 81.49% | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 528 | 30 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PlanVest Financial, Inc | History | New | 524 | 29 | 0.02% | — | 615 | +524 | New | Q1 2026 | May 14, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 500 | 28 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 500 | 26 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 450 | 25 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Elequin Capital, LP | History | New | 417 | 23 | 0.0% | — | 619 | +417 | New | Q1 2026 | May 11, 2026 |
| Pacifica Partners Inc. | History | No change | 400 | 22 | 0.01% | 0.01% | 620 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Archer Investment Corp | History | Added to | 354 | 20 | 0.0% | 0.0% | 621 | +6 | 1.72% | Q1 2026 | May 04, 2026 |
| Ares Financial Consulting, LLC | History | No change | 341 | 19 | 0.01% | 0.02% | 622 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 332 | 18 | 0.0% | — | 624 | +332 | New | Q1 2026 | May 08, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 326 | 18 | 0.01% | 0.01% | 623 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Key FInancial Inc | History | No change | 300 | 17 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 288 | 16 | 0.0% | 0.0% | 626 | +4 | 1.41% | Q1 2026 | May 15, 2026 |
| CURIO WEALTH, LLC | History | No change | 263 | 15 | 0.01% | 0.0% | 627 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 215 | 12 | 0.01% | 0.03% | 629 | -766 | -78.08% | Q1 2026 | May 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 210 | 12 | 0.01% | 0.01% | 628 | +1 | 0.48% | Q1 2026 | May 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 200 | 11 | 0.0% | 0.0% | 631 | -450 | -69.23% | Q1 2026 | May 11, 2026 |
| Bravera Wealth | History | Reduced | 200 | 11 | 0.0% | 0.01% | 634 | -27 | -11.89% | Q1 2026 | Apr 22, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 194 | 11 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COUNTRY TRUST BANK | History | No change | 200 | 11 | 0.0% | 0.0% | 632 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Pacific Center for Financial Services | History | New | 149 | 8 | 0.0% | — | 635 | +149 | New | Q1 2026 | May 12, 2026 |
| Westside Investment Management, Inc. | History | New | 130 | 7 | 0.0% | — | 638 | +130 | New | Q1 2026 | May 04, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 133 | 7 | 0.01% | 0.01% | 636 | +3 | 2.31% | Q1 2026 | Apr 24, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 126 | 7 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Signature Resources Capital Management, LLC | History | New | 108 | 6 | 0.0% | — | 640 | +108 | New | Q1 2026 | May 01, 2026 |
| Nova Wealth Management, Inc. | History | No change | 113 | 6 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 100 | 5 | 0.0% | — | 645 | +100 | New | Q1 2026 | Apr 27, 2026 |
| JPL Wealth Management, LLC | History | New | 100 | 5 | 0.0% | — | 646 | +100 | New | Q1 2026 | May 08, 2026 |
| Kozak & Associates, Inc. | History | Added to | 96 | 5 | 0.0% | 0.0% | 644 | +2 | 2.13% | Q1 2026 | Apr 14, 2026 |
| Grove Bank & Trust | History | No change | 100 | 5 | 0.0% | 0.0% | 641 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 642 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Costello Asset Management, INC | History | No change | 104 | 5 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Center for Financial Planning, Inc. | History | No change | 85 | 4 | 0.0% | 0.0% | 647 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 69 | 3 | 0.0% | — | 650 | +69 | New | Q1 2026 | May 13, 2026 |
| Penserra Capital Management LLC | History | No change | 63 | 3 | 0.0% | 0.0% | 648 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 55 | 3 | 0.0% | 0.0% | 649 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 652 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Investors Research Corp | History | No change | 20 | 1 | 0.0% | 0.0% | 653 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -142,300 | -100.0% | Q1 2026 | Apr 15, 2026 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 1.03% | — | -99,945 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -86,625 | -100.0% | Q1 2026 | May 15, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -75,091 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Mizuho Markets Cayman LP | History | Closed out | 0 | 0 | — | 0.16% | — | -60,308 | -100.0% | Q1 2026 | May 13, 2026 |
| Exit Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 1.3% | — | -41,346 | -100.0% | Q1 2026 | May 11, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -37,432 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Northern Right Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.49% | — | -35,038 | -100.0% | Q1 2026 | May 15, 2026 |
| Veracity Capital LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -25,638 | -100.0% | Q1 2026 | Apr 09, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,152 | -100.0% | Q1 2026 | May 15, 2026 |
| CFO4Life Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -18,500 | -100.0% | Q1 2026 | May 11, 2026 |
| Three Seasons Wealth, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -14,528 | -100.0% | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -11,543 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Granite Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -10,621 | -100.0% | Q1 2026 | Apr 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,232 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BridgePort Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -10,154 | -100.0% | Q1 2026 | Apr 16, 2026 |
| True North Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,420 | -100.0% | Q1 2026 | May 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Closed out | 0 | 0 | — | 0.0% | — | -8,300 | -100.0% | Q1 2026 | May 11, 2026 |
| MSH Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -8,080 | -100.0% | Q1 2026 | May 08, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Closed out | 0 | 0 | — | 0.11% | — | -7,249 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,613 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,279 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Wellington Shields Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Prossimo Advisors, LLC | History | Closed out | 0 | 0 | — | 2.05% | — | -5,994 | -100.0% | Q1 2026 | Apr 29, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,531 | -100.0% | Q1 2026 | May 14, 2026 |
| Soltis Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,468 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MADDEN SECURITIES Corp | History | Closed out | 0 | 0 | — | 0.09% | — | -5,308 | -100.0% | Q1 2026 | May 05, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,109 | -100.0% | Q1 2026 | May 06, 2026 |
| Shay Capital LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Austin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,756 | -100.0% | Q1 2026 | Apr 14, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,605 | -100.0% | Q1 2026 | May 13, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -4,520 | -100.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,450 | -100.0% | Q1 2026 | Apr 07, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,400 | -100.0% | Q1 2026 | May 06, 2026 |
| STABLEFORD CAPITAL II LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,920 | -100.0% | Q1 2026 | Apr 06, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,900 | -100.0% | Q1 2026 | May 12, 2026 |
| Willis Johnson & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,861 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Gryphon Financial Partners LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,828 | -100.0% | Q1 2026 | May 06, 2026 |
| J HAGAN CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -3,823 | -100.0% | Q1 2026 | May 12, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,800 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,050 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,632 | -100.0% | Q1 2026 | May 11, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -594 | -100.0% | Q1 2026 | May 01, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -545 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Solstein Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q1 2026 | May 14, 2026 |
| Wellington Shields & Co., LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q1 2026 | May 04, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -389 | -100.0% | Q1 2026 | May 01, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q1 2026 | May 01, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 01, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | Apr 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Abound Wealth Management | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |