NATIONAL GRID PLC - NGG
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.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,812,152 | 398,783 | 0.03% | 0.03% | 1 | +331,142 | 7.39% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 4,730,132 | 391,986 | 0.02% | 0.03% | 2 | -928,320 | -16.41% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,711,225 | 310,852 | 0.02% | 0.01% | 3 | +1,653,177 | 80.33% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 3,575,054 | 296,264 | 0.02% | 0.02% | 4 | +212,983 | 6.33% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 2,444,770 | 202,598 | 0.23% | 0.27% | 5 | +177,305 | 7.82% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 2,397,738 | 198,700 | 0.29% | 0.29% | 6 | +255,607 | 11.93% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,272,626 | 188,650 | 0.08% | 0.08% | 7 | +115,004 | 5.33% | Q2 2026 | Aug 14, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | New | 2,191,417 | 183,553 | 0.33% | — | 8 | +2,191,417 | New | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,176,462 | 180,363 | 0.02% | 0.02% | 9 | -20,653 | -0.94% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,165,393 | 179,446 | 0.03% | 0.03% | 10 | +107,209 | 5.21% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,099,207 | 173,959 | 0.04% | 0.04% | 11 | +458,769 | 27.97% | Q2 2026 | Sep 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,894,298 | 156,980 | 0.22% | 0.29% | 12 | -274,457 | -12.66% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,851,040 | 153,395 | 0.02% | 0.01% | 13 | +697,584 | 60.48% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 1,536,450 | 127,325 | 0.0% | 0.0% | 14 | +244,156 | 18.89% | Q2 2026 | Aug 07, 2026 |
| MILFORD FUNDS LTD | History | Reduced | 1,529,471 | 126,747 | 2.06% | 3.14% | 15 | -244,192 | -13.77% | Q2 2026 | Jul 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,463,830 | 121,307 | 0.02% | 0.02% | 16 | +122,755 | 9.15% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,459,378 | 120,938 | 0.03% | 0.04% | 17 | +101,545 | 7.48% | Q2 2026 | Aug 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 1,345,982 | 111,544 | 0.78% | 0.79% | 18 | +33,971 | 2.59% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 1,079,413 | 89,450 | 0.17% | 0.36% | 19 | -764,894 | -41.47% | Q2 2026 | Aug 12, 2026 |
| Standard Investments LLC | History | Reduced | 925,000 | 76,654 | 3.97% | 4.57% | 20 | -62,100 | -6.29% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 915,839 | 75,895 | 0.01% | 0.02% | 21 | +24,446 | 2.74% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | Reduced | 872,761 | 72,325 | 0.02% | 0.02% | 22 | -6,307 | -0.72% | Q2 2026 | Aug 07, 2026 |
| Cullen Capital Management, LLC | History | Added to | 815,548 | 67,584 | 0.66% | 0.69% | 23 | +21,344 | 2.69% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 688,532 | 57,058 | 0.03% | 0.02% | 24 | +268,666 | 63.99% | Q2 2026 | Aug 14, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 590,240 | 48,913 | 0.53% | 0.56% | 25 | +51,479 | 9.56% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 564,827 | 46,807 | 0.0% | 0.0% | 26 | +225,917 | 66.66% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 479,737 | 39,647 | 0.01% | 0.01% | 27 | +15,833 | 3.41% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 455,287 | 37,729 | 0.01% | 0.03% | 28 | -606,587 | -57.12% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 451,679 | 37,430 | 0.0% | 0.01% | 29 | -377,651 | -45.54% | Q2 2026 | Sep 02, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 444,926 | 36,871 | 0.03% | 0.03% | 30 | +419 | 0.09% | Q2 2026 | Sep 09, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 429,028 | 35,553 | 0.19% | 0.45% | 31 | -433,132 | -50.24% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 372,089 | 30,835 | 0.03% | 0.02% | 32 | +65,639 | 21.42% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 367,231 | 30,432 | 0.01% | 0.01% | 33 | +40,378 | 12.35% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 362,437 | 30,035 | 0.0% | 0.0% | 34 | +59,692 | 19.72% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 356,707 | 29,560 | 0.04% | 0.04% | 35 | +87,885 | 32.69% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Added to | 329,449 | 27,301 | 0.01% | 0.01% | 36 | +55,345 | 20.19% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 309,958 | 25,212 | 0.01% | 0.01% | 37 | +40,115 | 14.87% | Q2 2026 | Aug 11, 2026 |
| ABC ARBITRAGE SA | History | Reduced | 301,977 | 25,024 | 2.7% | 3.99% | 38 | -53,137 | -14.96% | Q2 2026 | Jul 20, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 276,705 | 22,930 | 0.0% | 0.0% | 39 | -25,010 | -8.29% | Q2 2026 | Aug 06, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 255,077 | 21,138 | 0.26% | 0.29% | 40 | +3,575 | 1.42% | Q2 2026 | Jul 23, 2026 |
| Beck Bode, LLC | History | Added to | 220,124 | 18,241 | 2.76% | 3.05% | 41 | +7,202 | 3.38% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 219,968 | 18,228 | 0.02% | 0.02% | 42 | +33,697 | 18.09% | Q2 2026 | Aug 14, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 214,300 | 17,759 | 0.7% | 0.66% | 43 | -400 | -0.19% | Q2 2026 | Aug 12, 2026 |
| Twin Tree Management, LP | History | Added to | 204,600 | 16,955 | 0.32% | 0.14% | 44 | +125,700 | 159.32% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 201,014 | 16,658 | 0.01% | 0.01% | 45 | +37,776 | 23.14% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 199,343 | 16,519 | 0.0% | 0.0% | 46 | +10,669 | 5.65% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 194,580 | 16,124 | 0.02% | 0.02% | 47 | +15,439 | 8.62% | Q2 2026 | Jul 28, 2026 |
| HENNESSY ADVISORS INC | History | Added to | 194,044 | 16,080 | 0.51% | 0.55% | 48 | +13,100 | 7.24% | Q2 2026 | Jul 16, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 191,014 | 15,829 | 0.01% | 0.0% | 49 | +105,306 | 122.87% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 174,115 | 14,982 | 0.0% | 0.01% | 50 | -770 | -0.44% | Q2 2026 | Aug 03, 2026 |
| Invesco Ltd. | History | Reduced | 160,049 | 13,263 | 0.0% | 0.0% | 51 | -1,738 | -1.07% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 159,614 | 13,227 | 0.01% | 0.01% | 52 | +8,862 | 5.88% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 153,204 | 12,696 | 0.0% | 0.0% | 53 | +71,797 | 88.2% | Q2 2026 | Aug 14, 2026 |
| Guardian Partners Inc. | History | Reduced | 143,310 | 11,876 | 1.07% | 1.21% | 54 | -27,860 | -16.28% | Q2 2026 | Jul 29, 2026 |
| Pathstone Holdings, LLC | History | Added to | 136,087 | 11,304 | 0.03% | 0.04% | 55 | +19,879 | 17.11% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 136,185 | 11,285 | 0.12% | 0.13% | 56 | +1,478 | 1.1% | Q2 2026 | Aug 03, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 133,089 | 11,029 | 0.14% | 0.14% | 57 | +22,141 | 19.96% | Q2 2026 | Jul 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 130,538 | 10,817 | 0.02% | 0.02% | 58 | +29,648 | 29.39% | Q2 2026 | Aug 07, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 129,424 | 10,725 | 0.01% | 0.01% | 59 | -1,970 | -1.5% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | Added to | 127,969 | 10,604 | 0.02% | 0.02% | 60 | +5,404 | 4.41% | Q2 2026 | Aug 13, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Added to | 127,803 | 10,591 | 0.28% | 0.28% | 61 | +7,313 | 6.07% | Q2 2026 | Jul 31, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 119,300 | 9,886 | 0.06% | 0.07% | 62 | -200 | -0.17% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | Added to | 112,638 | 9,334 | 0.03% | 0.02% | 63 | +43,733 | 63.47% | Q2 2026 | Aug 04, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 109,112 | 9,042 | 0.07% | 0.09% | 64 | +7,370 | 7.24% | Q2 2026 | Sep 23, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 108,332 | 8,977 | 0.01% | 0.02% | 65 | -85,729 | -44.18% | Q2 2026 | Aug 14, 2026 |
| GQG Partners LLC | History | Added to | 101,755 | 8,432 | 0.02% | 0.0% | 66 | +95,841 | 1620.58% | Q2 2026 | Aug 12, 2026 |
| M. Kulyk & Associates, LLC | History | Added to | 100,641 | 8,340 | 1.36% | 1.44% | 67 | +9,512 | 10.44% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | Reduced | 100,601 | 8,336 | 0.11% | 0.21% | 68 | -42,047 | -29.48% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 99,975 | 8,284 | 0.01% | 0.01% | 69 | +2,770 | 2.85% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 90,516 | 7,501 | 0.01% | 0.02% | 70 | +1,442 | 1.62% | Q2 2026 | Aug 05, 2026 |
| Neuberger Berman Group LLC | History | Added to | 89,486 | 7,415 | 0.0% | 0.0% | 71 | +23,857 | 36.35% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | Added to | 86,620 | 7,179 | 0.01% | 0.01% | 72 | +2,478 | 2.95% | Q2 2026 | Aug 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 85,140 | 7,055 | 0.0% | 0.0% | 73 | -163,249 | -65.72% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 84,638 | 7,013 | 0.05% | 0.06% | 74 | -6,153 | -6.78% | Q2 2026 | Aug 14, 2026 |
| Capital Innovations LLC | History | New | 84,370 | 6,992 | 1.82% | — | 75 | +84,370 | New | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | Added to | 81,806 | 6,764 | 0.03% | 0.03% | 76 | +4,071 | 5.24% | Q2 2026 | Aug 14, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 80,618 | 6,680 | 0.7% | 0.76% | 77 | +6,449 | 8.7% | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 80,498 | 6,670 | 0.4% | 0.4% | 78 | +7,495 | 10.27% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 80,249 | 6,650 | 0.01% | 0.01% | 79 | -11,972 | -12.98% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 78,329 | 6,491 | 0.0% | 0.0% | 80 | +23,059 | 41.72% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 76,696 | 6,355 | 0.03% | 0.03% | 81 | +6,039 | 8.55% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 75,863 | 6,286 | 0.03% | 0.03% | 82 | +7,474 | 10.93% | Q2 2026 | Jul 13, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 69,612 | 5,768 | 0.79% | 0.86% | 83 | +2,390 | 3.56% | Q2 2026 | Jul 09, 2026 |
| Atria Investments, Inc | History | Added to | 67,245 | 5,572 | 0.06% | 0.06% | 84 | +4,031 | 6.38% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 66,567 | 5,516 | 0.01% | 0.0% | 85 | +14,234 | 27.2% | Q2 2026 | Aug 05, 2026 |
| EQUITABLE TRUST CO | History | New | 66,089 | 5,476 | 0.23% | — | 86 | +66,089 | New | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 66,003 | 5,469 | 0.03% | 0.03% | 87 | +6,935 | 11.74% | Q2 2026 | Aug 13, 2026 |
| Gradient Investments LLC | History | Added to | 65,039 | 5,389 | 0.07% | 0.08% | 88 | +3,731 | 6.09% | Q2 2026 | Jul 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 64,865 | 5,376 | 0.01% | 0.01% | 89 | +5,896 | 10.0% | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | Reduced | 62,901 | 5,212 | 0.02% | 0.02% | 90 | -45,000 | -41.7% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 62,191 | 5,153 | 0.01% | 0.01% | 91 | +8,286 | 15.37% | Q2 2026 | Aug 19, 2026 |
| MARSHALL WACE, LLP | History | Added to | 62,059 | 5,142 | 0.0% | 0.0% | 92 | +55,759 | 885.06% | Q2 2026 | Aug 13, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 61,790 | 5,120 | 0.25% | 0.34% | 93 | -12,928 | -17.3% | Q2 2026 | Jul 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 61,001 | 5,055 | 0.02% | 0.01% | 94 | +40,581 | 198.73% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 59,810 | 4,956 | 0.01% | 0.03% | 95 | -77,385 | -56.41% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 58,137 | 4,818 | 0.01% | 0.01% | 96 | -537 | -0.92% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 57,639 | 4,776 | 0.09% | 0.1% | 97 | +3,293 | 6.06% | Q2 2026 | Aug 04, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 57,145 | 4,735 | 0.17% | 0.19% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TriCert Investment Counsel Inc. | History | New | 56,745 | 4,702 | 0.44% | — | 99 | +56,745 | New | Q2 2026 | Aug 10, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Reduced | 56,586 | 4,689 | 0.66% | 0.77% | 100 | -9,111 | -13.87% | Q2 2026 | Aug 06, 2026 |
| CIBC Asset Management Inc | History | Added to | 55,275 | 4,577 | 0.01% | 0.01% | 101 | +2,369 | 4.48% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | Added to | 54,091 | 4,482 | 0.01% | 0.01% | 102 | +3,997 | 7.98% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 53,518 | 4,435 | 0.01% | 0.01% | 103 | +3,103 | 6.15% | Q2 2026 | Aug 13, 2026 |
| Old Port Advisors | History | Reduced | 50,971 | 4,223 | 0.83% | 0.99% | 104 | -10 | -0.02% | Q2 2026 | Jul 21, 2026 |
| Vident Advisory, LLC | History | Added to | 50,224 | 4,162 | 0.03% | 0.02% | 105 | +29,061 | 137.32% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 49,779 | 4,125 | 0.0% | 0.0% | 106 | +33,255 | 201.25% | Q2 2026 | Aug 03, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 49,645 | 4,114 | 0.61% | 0.66% | 107 | +2,096 | 4.41% | Q2 2026 | Aug 14, 2026 |
| First Bank & Trust | History | Reduced | 48,073 | 3,983 | 0.59% | 0.74% | 108 | -5,876 | -10.89% | Q2 2026 | Jul 09, 2026 |
| ASSETMARK, INC | History | Added to | 47,451 | 3,932 | 0.01% | 0.01% | 109 | +6,750 | 16.58% | Q2 2026 | Jul 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 46,202 | 3,829 | 0.05% | 0.06% | 110 | +328 | 0.72% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 46,067 | 3,816 | 0.0% | 0.0% | 111 | +900 | 1.99% | Q2 2026 | Aug 10, 2026 |
| Callan Family Office, LLC | History | Added to | 45,669 | 3,784 | 0.07% | 0.08% | 112 | +1,744 | 3.97% | Q2 2026 | Aug 11, 2026 |
| Brooklyn Investment Group | History | No change | 44,641 | 3,776 | 0.12% | 0.12% | 113 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Quantbot Technologies LP | History | Added to | 44,883 | 3,719 | 0.15% | 0.07% | 114 | +25,859 | 135.93% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 44,004 | 3,646 | 0.03% | 0.03% | 115 | +4,639 | 11.78% | Q2 2026 | Jul 24, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 42,346 | 3,509 | 0.03% | 0.03% | 116 | +2,696 | 6.8% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 42,180 | 3,496 | 0.0% | 0.0% | 117 | -2,895 | -6.42% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 42,117 | 3,490 | 0.03% | 0.03% | 118 | -4,410 | -9.48% | Q2 2026 | Aug 14, 2026 |
| 1832 Asset Management L.P. | History | Added to | 41,619 | 3,448 | 0.0% | 0.0% | 119 | +46 | 0.11% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 41,097 | 3,406 | 0.02% | 0.03% | 120 | -10,146 | -19.8% | Q2 2026 | Jul 20, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Reduced | 40,638 | 3,367 | 0.03% | 0.05% | 121 | -8,128 | -16.67% | Q2 2026 | Jul 21, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 40,300 | 3,339 | 0.0% | 0.0% | 122 | +18,200 | 82.35% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 39,795 | 3,297 | 0.01% | 0.0% | 123 | +16,621 | 71.72% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 37,747 | 3,128 | 0.03% | 0.04% | 124 | -701 | -1.82% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 36,115 | 2,992 | 0.08% | 0.09% | 125 | -672 | -1.83% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 35,824 | 2,968 | 0.0% | 0.0% | 126 | +9,626 | 36.74% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 34,479 | 2,857 | 0.0% | 0.0% | 127 | -899 | -2.54% | Q2 2026 | Aug 12, 2026 |
| JCIC Asset Management Inc. | History | No change | 32,180 | 2,722 | 0.83% | 0.83% | 128 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FULTON BANK, N.A. | History | Added to | 31,544 | 2,614 | 0.08% | 0.09% | 129 | +2,910 | 10.16% | Q2 2026 | Jul 09, 2026 |
| Ethic Inc. | History | Added to | 31,279 | 2,592 | 0.03% | 0.04% | 130 | +2,643 | 9.23% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 31,300 | 2,585 | 0.0% | 0.0% | 131 | +4,601 | 17.23% | Q2 2026 | Jul 15, 2026 |
| Henry James International Management Inc. | History | Added to | 30,745 | 2,547 | 0.76% | 0.94% | 132 | +44 | 0.14% | Q2 2026 | Jul 09, 2026 |
| Focus Partners Wealth | History | Added to | 30,612 | 2,537 | 0.0% | 0.0% | 133 | +991 | 3.35% | Q2 2026 | Aug 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 29,602 | 2,453 | 0.13% | 0.43% | 134 | -58,644 | -66.46% | Q2 2026 | Aug 03, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 28,864 | 2,391 | 0.0% | 0.0% | 135 | +17,740 | 159.48% | Q2 2026 | Aug 13, 2026 |
| Perpetual Ltd | History | Added to | 28,478 | 2,359 | 0.03% | 0.03% | 136 | +2,514 | 9.68% | Q2 2026 | Jul 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 28,117 | 2,330 | 0.03% | 0.02% | 137 | +11,927 | 73.67% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 27,832 | 2,306 | 0.03% | 0.04% | 138 | +2,177 | 8.49% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 27,574 | 2,285 | 0.01% | 0.01% | 139 | +634 | 2.35% | Q2 2026 | Jul 28, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 26,850 | 2,225 | 0.01% | 0.02% | 140 | -14,320 | -34.78% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Added to | 26,727 | 2,214 | 0.02% | 0.01% | 141 | +12,513 | 88.03% | Q2 2026 | Aug 04, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 26,656 | 2,209 | 0.09% | 0.06% | 142 | +5,884 | 28.33% | Q2 2026 | Aug 14, 2026 |
| Bollard Group LLC | History | No change | 26,342 | 2,183 | 0.07% | 0.07% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 26,312 | 2,180 | 0.0% | 0.0% | 144 | +2,480 | 10.41% | Q2 2026 | Aug 11, 2026 |
| Naviter Wealth, LLC | History | Added to | 25,630 | 2,178 | 0.2% | 0.21% | 145 | +5,453 | 27.03% | Q2 2026 | Aug 07, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 26,010 | 2,155 | 0.03% | 0.03% | 148 | +5,109 | 24.44% | Q2 2026 | Aug 05, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 26,007 | 2,155 | 0.01% | 0.01% | 146 | +3,510 | 15.6% | Q2 2026 | Aug 11, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 26,012 | 2,155 | 0.69% | 0.69% | 147 | +2,419 | 10.25% | Q2 2026 | Jul 21, 2026 |
| Northside Capital Management, LLC | History | Reduced | 25,805 | 2,138 | 0.18% | 0.21% | 149 | -2,830 | -9.88% | Q2 2026 | Jul 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 25,351 | 2,100 | 0.0% | 0.0% | 150 | -1,314 | -4.93% | Q2 2026 | Aug 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 24,642 | 2,059 | 0.04% | 0.02% | 151 | +15,410 | 166.92% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 24,531 | 2,032 | 0.01% | 0.01% | 152 | +1,275 | 5.48% | Q2 2026 | Sep 23, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 24,192 | 2,004 | 0.01% | 0.0% | 153 | +15,359 | 173.88% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | Added to | 23,946 | 1,996 | 0.01% | 0.0% | 154 | +7,446 | 45.13% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 23,872 | 1,978 | 0.03% | 0.03% | 155 | +609 | 2.62% | Q2 2026 | Jul 23, 2026 |
| Summit Global Investments | History | Added to | 23,716 | 1,965 | 0.11% | 0.08% | 156 | +8,038 | 51.27% | Q2 2026 | Aug 03, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 23,435 | 1,942 | 0.02% | 0.03% | 157 | -226 | -0.96% | Q2 2026 | Aug 06, 2026 |
| Lester Murray Antman dba SimplyRich | History | Added to | 62,150 | 1,909 | 0.45% | 0.3% | 158 | +48,340 | 350.04% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 22,846 | 1,893 | 0.0% | 0.0% | 159 | +1,011 | 4.63% | Q2 2026 | Jul 27, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 22,774 | 1,887 | 0.0% | 0.0% | 160 | +10,884 | 91.54% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 22,619 | 1,874 | 0.0% | 0.0% | 161 | +21,931 | 3187.65% | Q2 2026 | Aug 12, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 22,537 | 1,867 | 0.0% | 0.0% | 162 | -106 | -0.47% | Q2 2026 | Aug 04, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 22,309 | 1,848 | 0.15% | 0.18% | 163 | +1,149 | 5.43% | Q2 2026 | Aug 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 22,192 | 1,839 | 0.04% | 0.02% | 164 | +13,200 | 146.8% | Q2 2026 | Aug 13, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 21,124 | 1,750 | 0.09% | 0.1% | 165 | +1,620 | 8.31% | Q2 2026 | Jul 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 20,946 | 1,735 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 20,896 | 1,731 | 0.0% | 0.0% | 167 | -447 | -2.09% | Q2 2026 | Aug 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 20,344 | 1,730 | 0.03% | 0.04% | 168 | -956 | -4.49% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 20,560 | 1,703 | 0.01% | 0.01% | 169 | +1,255 | 6.5% | Q2 2026 | Jul 17, 2026 |
| First Pacific Financial | History | Added to | 20,118 | 1,667 | 0.2% | 0.22% | 170 | +371 | 1.88% | Q2 2026 | Jul 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 20,088 | 1,664 | 0.01% | 0.0% | 171 | +8,484 | 73.11% | Q2 2026 | Jul 28, 2026 |
| Abel Hall, LLC | History | Added to | 19,960 | 1,654 | 0.29% | 0.36% | 172 | +34 | 0.17% | Q2 2026 | Jul 24, 2026 |
| Walleye Capital LLC | History | Added to | 19,440 | 1,610 | 0.01% | 0.01% | 173 | +3,292 | 20.39% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 19,097 | 1,531 | 0.0% | 0.01% | 174 | -1,015 | -5.05% | Q2 2026 | Jul 27, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 17,496 | 1,449 | 0.01% | 0.01% | 175 | +781 | 4.67% | Q2 2026 | Aug 10, 2026 |
| SYON CAPITAL LLC | History | Added to | 17,458 | 1,446 | 0.06% | 0.07% | 176 | +976 | 5.92% | Q2 2026 | Aug 14, 2026 |
| INTRUST BANK NA | History | Reduced | 17,177 | 1,423 | 0.11% | 0.12% | 177 | -871 | -4.83% | Q2 2026 | Aug 05, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 16,940 | 1,403 | 0.0% | 0.02% | 178 | -238,535 | -93.37% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | Added to | 16,457 | 1,381 | 0.03% | 0.03% | 179 | +294 | 1.82% | Q2 2026 | Jul 27, 2026 |
| Jain Global LLC | History | Added to | 16,486 | 1,366 | 0.01% | 0.0% | 180 | +12,800 | 347.26% | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 16,240 | 1,345 | 0.48% | 0.57% | 181 | -273 | -1.65% | Q2 2026 | Jul 30, 2026 |
| LOM Asset Management Ltd | History | Added to | 15,904 | 1,317 | 0.34% | 0.32% | 182 | +2,655 | 20.04% | Q2 2026 | Aug 04, 2026 |
| CWM, LLC | History | No change | 15,106 | 1,277 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 15,223 | 1,261 | 0.01% | 0.01% | 184 | +546 | 3.72% | Q2 2026 | Jul 29, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 15,112 | 1,252 | 0.01% | 0.01% | 185 | +3,491 | 30.04% | Q2 2026 | Jul 24, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 15,536 | 1,245 | 0.0% | 0.0% | 186 | +1,403 | 9.93% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | Reduced | 15,023 | 1,244 | 0.0% | 0.0% | 187 | -6,777 | -31.09% | Q2 2026 | Aug 03, 2026 |
| Compound Planning, Inc. | History | Added to | 15,019 | 1,244 | 0.03% | 0.04% | 188 | +72 | 0.48% | Q2 2026 | Aug 04, 2026 |
| Qtron Investments LLC | History | Reduced | 15,005 | 1,243 | 0.17% | 0.17% | 189 | -11 | -0.07% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 14,526 | 1,203 | 0.02% | 0.03% | 190 | -995 | -6.41% | Q2 2026 | Jul 23, 2026 |
| Herold Advisors, Inc. | History | Added to | 14,125 | 1,174 | 0.23% | 0.23% | 192 | +1,496 | 11.85% | Q2 2026 | Jul 22, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 14,167 | 1,174 | 0.19% | 0.23% | 191 | -506 | -3.45% | Q2 2026 | Aug 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 14,007 | 1,160 | 0.0% | 0.0% | 193 | -86,594 | -86.08% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 13,946 | 1,155 | 0.01% | 0.01% | 194 | +1,530 | 12.32% | Q2 2026 | Jul 27, 2026 |
| BAILARD, INC. | History | Added to | 13,927 | 1,154 | 0.02% | 0.02% | 195 | +1,863 | 15.44% | Q2 2026 | Jul 30, 2026 |
| WILLIAM JOHN SEMPOLINSKI | History | Added to | 13,732 | 1,137 | 0.46% | 0.56% | 196 | +522 | 3.95% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 13,667 | 1,132 | 0.01% | 0.01% | 197 | -2,792 | -16.96% | Q2 2026 | Sep 08, 2026 |
| Storgate, LLC | History | Added to | 13,365 | 1,107 | 0.23% | 0.27% | 198 | +9,281 | 227.25% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | New | 13,300 | 1,102 | 0.0% | — | 199 | +13,300 | New | Q2 2026 | Aug 14, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 13,075 | 1,083 | 0.14% | 0.13% | 200 | +2,652 | 25.44% | Q2 2026 | Jul 22, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 12,974 | 1,075 | 0.0% | — | 201 | +12,974 | New | Q2 2026 | Aug 17, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 12,914 | 1,070 | 0.05% | 0.07% | 202 | -1,658 | -11.38% | Q2 2026 | Jul 16, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 12,797 | 1,060 | 0.02% | 0.02% | 203 | +1,195 | 10.3% | Q2 2026 | Jul 31, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 12,802 | 1,060 | 0.39% | 0.42% | 204 | +505 | 4.11% | Q2 2026 | Jul 10, 2026 |
| GeoWealth Management, LLC | History | Added to | 12,583 | 1,042 | 0.03% | 0.04% | 205 | +751 | 6.35% | Q2 2026 | Jul 30, 2026 |
| NewEdge Wealth, LLC | History | Added to | 12,525 | 1,037 | 0.01% | 0.01% | 206 | +548 | 4.58% | Q2 2026 | Aug 10, 2026 |
| Argent Trust Co | History | Added to | 12,372 | 1,025 | 0.03% | 0.03% | 207 | +183 | 1.5% | Q2 2026 | Aug 06, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 12,179 | 1,009 | 0.05% | 0.05% | 208 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 12,102 | 1,002 | 0.11% | 0.13% | 209 | -39 | -0.32% | Q2 2026 | Jul 09, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 12,071 | 1,000 | 0.0% | — | 210 | +12,071 | New | Q2 2026 | Aug 14, 2026 |
| Manske Wealth Management | History | Reduced | 12,063 | 999 | 0.25% | 0.29% | 211 | -319 | -2.58% | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 12,012 | 995 | 0.01% | 0.03% | 212 | -8,586 | -41.68% | Q2 2026 | Aug 04, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 11,959 | 991 | 0.1% | 0.12% | 213 | -27 | -0.23% | Q2 2026 | Jul 21, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 11,788 | 976 | 0.03% | 0.03% | 214 | -101 | -0.85% | Q2 2026 | Jul 08, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 11,736 | 972 | 0.06% | 0.04% | 215 | +1,027 | 9.59% | Q2 2026 | Jul 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 11,345 | 950 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONNABLE OFFICE INC | History | New | 11,420 | 946 | 0.08% | — | 217 | +11,420 | New | Q2 2026 | Aug 03, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 11,397 | 944 | 0.04% | 0.05% | 218 | +511 | 4.69% | Q2 2026 | Aug 20, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 11,310 | 937 | 0.01% | 0.01% | 219 | -1,432 | -11.24% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 10,953 | 931 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 11,141 | 923 | 0.06% | 0.07% | 221 | -900 | -7.47% | Q2 2026 | Aug 14, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 10,512 | 894 | 0.13% | — | 222 | +10,512 | New | Q2 2026 | Aug 07, 2026 |
| PRAIRIE ADVISORY, LLC | History | New | 10,656 | 883 | 0.21% | — | 223 | +10,656 | New | Q2 2026 | Jul 20, 2026 |
| Optiver Holding B.V. | History | New | 10,646 | 882 | 0.0% | — | 224 | +10,646 | New | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Added to | 10,614 | 879 | 0.0% | 0.0% | 225 | +1,617 | 17.97% | Q2 2026 | Aug 03, 2026 |
| PFG Investments, LLC | History | Reduced | 10,485 | 868 | 0.03% | 0.04% | 226 | -4 | -0.04% | Q2 2026 | Jul 23, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 10,445 | 865 | 0.01% | 0.01% | 227 | +639 | 6.52% | Q2 2026 | Aug 11, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Added to | 52,223 | 864 | 0.04% | 0.05% | 228 | +500 | 0.97% | Q2 2026 | Jul 13, 2026 |
| BKM Wealth Management, LLC | History | Added to | 10,408 | 862 | 0.31% | 0.3% | 229 | +808 | 8.42% | Q2 2026 | Jul 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 10,380 | 860 | 0.01% | 0.01% | 230 | +3,400 | 48.71% | Q2 2026 | Aug 13, 2026 |
| Code Waechter LLC | History | Reduced | 10,361 | 858 | 0.44% | 0.58% | 231 | -1,175 | -10.19% | Q2 2026 | Jul 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 10,247 | 849 | 0.0% | 0.0% | 232 | +4 | 0.04% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 10,062 | 833 | 0.01% | 0.01% | 233 | +341 | 3.51% | Q2 2026 | Aug 11, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 10,017 | 830 | 0.03% | 0.02% | 234 | +3,773 | 60.43% | Q2 2026 | Jul 20, 2026 |
| GM Advisory Group, LLC | History | No change | 9,715 | 821 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 9,772 | 809 | 0.18% | 0.19% | 236 | +451 | 4.84% | Q2 2026 | Jul 09, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 9,733 | 806 | 0.25% | 0.27% | 237 | +113 | 1.17% | Q2 2026 | Aug 10, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 9,676 | 801 | 0.02% | 0.02% | 238 | +84 | 0.88% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | Added to | 9,592 | 794 | 0.01% | 0.01% | 239 | +4,645 | 93.9% | Q2 2026 | Aug 10, 2026 |
| Mystic Asset Management, Inc. | History | Added to | 9,549 | 791 | 0.17% | 0.19% | 240 | +68 | 0.72% | Q2 2026 | Aug 11, 2026 |
| Virtu Financial LLC | History | Reduced | 9,514 | 788 | 0.02% | 0.04% | 241 | -2,234 | -19.02% | Q2 2026 | Aug 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 9,077 | 760 | 0.04% | 0.05% | 242 | -201 | -2.17% | Q2 2026 | Jul 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 9,150 | 758 | 0.07% | 0.07% | 244 | +347 | 3.94% | Q2 2026 | Jul 02, 2026 |
| Prospera Financial Services Inc | History | Reduced | 9,157 | 758 | 0.01% | 0.01% | 243 | -125 | -1.35% | Q2 2026 | Jul 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,063 | 751 | 0.01% | 0.01% | 245 | +1,335 | 17.27% | Q2 2026 | Aug 03, 2026 |
| DV EQUITIES, LLC | History | New | 8,702 | 721 | 0.1% | — | 246 | +8,702 | New | Q2 2026 | Aug 14, 2026 |
| Trust Point Inc. | History | Added to | 8,694 | 720 | 0.06% | 0.06% | 247 | +681 | 8.5% | Q2 2026 | Jul 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,669 | 718 | 0.0% | 0.0% | 248 | +243 | 2.88% | Q2 2026 | Aug 12, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 8,656 | 717 | 0.01% | 0.01% | 249 | -167 | -1.89% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 8,650 | 716 | 0.01% | — | 250 | +8,650 | New | Q2 2026 | Jul 21, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 8,632 | 715 | 0.0% | 0.0% | 251 | +5,832 | 208.29% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 8,592 | 712 | 0.01% | 0.01% | 252 | +580 | 7.24% | Q2 2026 | Jul 29, 2026 |
| World Investment Advisors | History | Reduced | 8,425 | 711 | 0.01% | 0.01% | 253 | -329 | -3.76% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 8,520 | 706 | 0.01% | — | 254 | +8,520 | New | Q2 2026 | Aug 06, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 8,461 | 701 | 0.07% | 0.07% | 255 | -105 | -1.23% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 8,422 | 697 | 0.01% | 0.0% | 256 | +4,601 | 120.41% | Q2 2026 | Jul 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 8,385 | 694 | 0.0% | 0.0% | 257 | +826 | 10.93% | Q2 2026 | Aug 14, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 8,377 | 694 | 0.15% | 0.16% | 258 | -468 | -5.29% | Q2 2026 | Jul 09, 2026 |
| Savant Capital, LLC | History | Added to | 8,286 | 692 | 0.0% | 0.0% | 259 | +3,551 | 74.99% | Q2 2026 | Aug 10, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 8,296 | 687 | 0.18% | 0.24% | 260 | -273 | -3.19% | Q2 2026 | Jul 23, 2026 |
| Aberdeen Group plc | History | No change | 8,200 | 679 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Optas, LLC | History | Added to | 8,186 | 678 | 0.09% | 0.1% | 262 | +245 | 3.09% | Q2 2026 | Jul 21, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 8,147 | 675 | 0.05% | 0.05% | 263 | -263 | -3.13% | Q2 2026 | Jul 21, 2026 |
| CIBC Bancorp USA Inc. | History | Reduced | 8,142 | 674 | 0.0% | 0.0% | 264 | -524 | -6.05% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | New | 8,018 | 664 | 0.0% | — | 265 | +8,018 | New | Q2 2026 | Aug 06, 2026 |
| Wealthspire Advisors, LLC | History | New | 7,911 | 655 | 0.0% | — | 266 | +7,911 | New | Q2 2026 | Aug 11, 2026 |
| FDx Advisors, Inc. | History | Added to | 7,887 | 654 | 0.2% | 0.07% | 267 | +5,146 | 187.74% | Q2 2026 | Aug 04, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 7,886 | 653 | 0.12% | 0.13% | 268 | +403 | 5.39% | Q2 2026 | Jul 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,847 | 651 | 0.01% | 0.01% | 270 | +392 | 5.26% | Q2 2026 | Jul 17, 2026 |
| Quantum Private Wealth, LLC | History | No change | 7,865 | 651 | 0.17% | 0.21% | 269 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ballentine Partners, LLC | History | Added to | 7,855 | 650 | 0.01% | 0.01% | 271 | +203 | 2.65% | Q2 2026 | Jul 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 7,804 | 646 | 0.0% | 0.0% | 272 | +445 | 6.05% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 7,797 | 646 | 0.01% | 0.01% | 273 | -165 | -2.07% | Q2 2026 | Jul 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 7,758 | 642 | 0.0% | 0.0% | 274 | +354 | 4.78% | Q2 2026 | Jul 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 7,701 | 638 | 0.0% | 0.0% | 275 | +988 | 14.72% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 7,557 | 626 | 0.01% | 0.01% | 276 | +1,003 | 15.3% | Q2 2026 | Aug 03, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 7,550 | 625 | 0.02% | 0.02% | 277 | -218 | -2.81% | Q2 2026 | Aug 11, 2026 |
| GUARDIAN CAPITAL LP | History | Added to | 7,508 | 622 | 0.02% | 0.01% | 278 | +841 | 12.61% | Q2 2026 | Aug 14, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 7,397 | 612 | 0.12% | 0.16% | 279 | -1,303 | -14.98% | Q2 2026 | Jul 28, 2026 |
| Future Fund LLC | History | Added to | 7,393 | 612 | 0.18% | 0.22% | 280 | +94 | 1.29% | Q2 2026 | Aug 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 7,369 | 610 | 0.02% | 0.02% | 281 | +786 | 11.94% | Q2 2026 | Aug 10, 2026 |
| J.Safra Asset Management Corp | History | Added to | 7,270 | 602 | 0.03% | 0.03% | 282 | +519 | 7.69% | Q2 2026 | Aug 06, 2026 |
| First County Bank /CT/ | History | Reduced | 7,242 | 600 | 0.28% | 0.34% | 283 | -315 | -4.17% | Q2 2026 | Jul 02, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,171 | 594 | 0.0% | 0.01% | 284 | -7,157 | -49.95% | Q2 2026 | Jul 27, 2026 |
| Sterling Capital Management LLC | History | Added to | 7,107 | 588 | 0.01% | 0.01% | 285 | +159 | 2.29% | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 7,036 | 583 | 0.0% | 0.01% | 286 | -4,630 | -39.69% | Q2 2026 | Aug 18, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 7,237 | 580 | 0.01% | 0.01% | 287 | +519 | 7.73% | Q2 2026 | Aug 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 6,982 | 578 | 0.01% | 0.01% | 288 | -30 | -0.43% | Q2 2026 | Aug 03, 2026 |
| Lantz Financial LLC | History | Added to | 6,896 | 571 | 0.1% | 0.11% | 289 | +706 | 11.41% | Q2 2026 | Jul 09, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 6,646 | 550 | 0.16% | 0.18% | 290 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 6,562 | 543 | 0.03% | 0.02% | 291 | +2,298 | 53.89% | Q2 2026 | Jul 29, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,496 | 538 | 0.01% | 0.01% | 292 | +223 | 3.55% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 6,372 | 528 | 0.05% | 0.05% | 293 | +1,014 | 18.92% | Q2 2026 | Aug 07, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Reduced | 6,280 | 520 | 0.02% | 0.02% | 294 | -165 | -2.56% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 6,212 | 514 | 0.01% | 0.01% | 295 | +493 | 8.62% | Q2 2026 | Aug 12, 2026 |
| Moors & Cabot, Inc. | History | Added to | 6,142 | 508 | 0.02% | 0.02% | 296 | +42 | 0.69% | Q2 2026 | Aug 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 6,122 | 507 | 0.02% | 0.02% | 297 | +176 | 2.96% | Q2 2026 | Jul 27, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 6,114 | 506 | 0.11% | 0.1% | 298 | +1,459 | 31.34% | Q2 2026 | Sep 02, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 6,085 | 504 | 0.01% | 0.01% | 299 | +1,030 | 20.38% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | Reduced | 5,993 | 496 | 0.0% | 0.02% | 300 | -25,502 | -80.97% | Q2 2026 | Aug 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 5,971 | 494 | 0.02% | 0.03% | 301 | -116 | -1.91% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 5,946 | 492 | 0.0% | 0.0% | 302 | +675 | 12.81% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,895 | 488 | 0.0% | 0.0% | 303 | +1,283 | 27.82% | Q2 2026 | Aug 13, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 5,760 | 477 | 0.1% | 0.11% | 304 | +60 | 1.05% | Q2 2026 | Jul 29, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 5,734 | 475 | 0.01% | 0.02% | 305 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Park Place Capital Corp | History | Added to | 5,727 | 474 | 0.08% | 0.09% | 306 | +614 | 12.01% | Q2 2026 | Aug 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 5,703 | 472 | 0.04% | 0.05% | 307 | -1,020 | -15.17% | Q2 2026 | Aug 13, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 5,688 | 471 | 0.15% | 0.17% | 308 | -115 | -1.98% | Q2 2026 | Jul 27, 2026 |
| Bridgefront Capital, LLC | History | Added to | 5,510 | 456 | 0.12% | 0.07% | 309 | +2,396 | 76.94% | Q2 2026 | Aug 14, 2026 |
| Anchor Bay Capital, Inc. | History | New | 5,692 | 452 | 0.24% | — | 310 | +5,692 | New | Q2 2026 | Aug 11, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 5,442 | 451 | 0.16% | 0.18% | 311 | -1 | -0.02% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,416 | 448 | 0.01% | 0.01% | 312 | +1,165 | 27.41% | Q2 2026 | Aug 05, 2026 |
| Independent Advisor Alliance | History | Added to | 5,385 | 446 | 0.01% | 0.0% | 313 | +582 | 12.12% | Q2 2026 | Aug 12, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 5,274 | 437 | 0.01% | 0.01% | 314 | +1,811 | 52.3% | Q2 2026 | Jul 08, 2026 |
| Summit Financial, LLC | History | Added to | 5,255 | 435 | 0.0% | 0.0% | 315 | +993 | 23.3% | Q2 2026 | Aug 12, 2026 |
| XPONANCE LLC | History | New | 5,213 | 432 | 0.0% | — | 316 | +5,213 | New | Q2 2026 | Aug 10, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,189 | 430 | 0.01% | 0.01% | 318 | -1,424 | -21.53% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 5,200 | 430 | 0.01% | 0.01% | 317 | +42 | 0.81% | Q2 2026 | Jul 15, 2026 |
| COMMERCE BANK | History | Reduced | 5,177 | 429 | 0.0% | 0.0% | 319 | -56 | -1.07% | Q2 2026 | Aug 12, 2026 |
| GREENLEAF TRUST | History | Reduced | 5,164 | 427 | 0.0% | 0.0% | 320 | -363 | -6.57% | Q2 2026 | Jul 21, 2026 |
| Indivisible Partners | History | New | 5,114 | 423 | 0.02% | — | 321 | +5,114 | New | Q2 2026 | Aug 04, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 5,095 | 422 | 0.01% | 0.02% | 322 | +277 | 5.75% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Reduced | 5,057 | 419 | 0.0% | 0.0% | 323 | -736 | -12.7% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 5,046 | 418 | 0.01% | 0.01% | 324 | +1,023 | 25.43% | Q2 2026 | Jul 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 5,009 | 417 | 0.0% | 0.0% | 325 | +1,047 | 26.43% | Q2 2026 | Aug 14, 2026 |
| TODD ASSET MANAGEMENT LLC | History | No change | 5,042 | 417 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VIKING FUND MANAGEMENT LLC | History | No change | 5,000 | 414 | 0.04% | 0.04% | 327 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Quantum Portfolio Management LLC | History | New | 4,921 | 407 | 0.15% | — | 328 | +4,921 | New | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 4,904 | 406 | 0.02% | 0.02% | 330 | +282 | 6.1% | Q2 2026 | Jul 07, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 4,911 | 406 | 0.07% | 0.08% | 329 | +138 | 2.89% | Q2 2026 | Aug 03, 2026 |
| May Hill Capital, LLC | History | Added to | 4,795 | 397 | 0.08% | 0.1% | 331 | +174 | 3.77% | Q2 2026 | Aug 07, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 4,779 | 396 | 0.03% | 0.04% | 332 | +772 | 19.27% | Q2 2026 | Jul 09, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 4,755 | 394 | 0.03% | 0.04% | 333 | -1,474 | -23.66% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 4,754 | 394 | 0.01% | 0.01% | 334 | -50 | -1.04% | Q2 2026 | Aug 05, 2026 |
| Formidable Asset Management, LLC | History | Added to | 4,599 | 389 | 0.06% | 0.05% | 335 | +1 | 0.02% | Q2 2026 | Jul 17, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 4,566 | 378 | 0.0% | 0.0% | 336 | +264 | 6.14% | Q2 2026 | Aug 13, 2026 |
| Hexagon Capital Partners LLC | History | Reduced | 4,532 | 375 | 0.05% | 0.07% | 337 | -914 | -16.78% | Q2 2026 | Aug 06, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 4,465 | 370 | 0.0% | 0.0% | 338 | +1,089 | 32.26% | Q2 2026 | Aug 11, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 4,445 | 368 | 0.05% | 0.06% | 339 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Frec Markets, Inc. | History | Reduced | 4,393 | 364 | 0.03% | 0.06% | 340 | -27 | -0.61% | Q2 2026 | Aug 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 4,341 | 360 | 0.08% | 0.09% | 341 | -2,086 | -32.46% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 4,274 | 354 | 0.0% | 0.0% | 342 | +1,092 | 34.32% | Q2 2026 | Aug 06, 2026 |
| PDS Planning, Inc | History | Added to | 4,248 | 352 | 0.02% | 0.02% | 343 | +87 | 2.09% | Q2 2026 | Aug 05, 2026 |
| Diversify Advisory Services, LLC | History | New | 4,329 | 351 | 0.01% | — | 345 | +4,329 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 4,329 | 351 | 0.01% | 0.01% | 344 | -109 | -2.46% | Q2 2026 | Jul 29, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 4,224 | 350 | 0.02% | 0.02% | 346 | -218 | -4.91% | Q2 2026 | Aug 04, 2026 |
| American Trust Investment Advisors, LLC | History | No change | 4,227 | 350 | 0.17% | 0.2% | 347 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grove Bank & Trust | History | No change | 4,227 | 350 | 0.03% | 0.04% | 348 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sunpointe, LLC | History | Added to | 4,179 | 346 | 0.1% | 0.11% | 349 | +355 | 9.28% | Q2 2026 | Jul 24, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 4,168 | 345 | 0.02% | 0.02% | 350 | +35 | 0.85% | Q2 2026 | Aug 04, 2026 |
| Blueshift Asset Management, LLC | History | New | 4,037 | 334 | 0.08% | — | 351 | +4,037 | New | Q2 2026 | Aug 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 3,921 | 331 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 3,955 | 327 | 0.02% | 0.03% | 353 | -3,813 | -49.09% | Q2 2026 | Aug 04, 2026 |
| R Squared Ltd | History | New | 3,921 | 324 | 0.17% | — | 354 | +3,921 | New | Q2 2026 | Aug 05, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 3,884 | 321 | 0.02% | 0.02% | 355 | +82 | 2.16% | Q2 2026 | Jul 27, 2026 |
| Modern Wealth Management, LLC | History | Added to | 3,853 | 319 | 0.0% | 0.0% | 357 | +572 | 17.43% | Q2 2026 | Aug 13, 2026 |
| ALTA CAPITAL MANAGEMENT LLC/ | History | Reduced | 3,857 | 319 | 0.02% | 0.03% | 356 | -73 | -1.86% | Q2 2026 | Jul 28, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 3,841 | 318 | 0.0% | 0.0% | 358 | +494 | 14.76% | Q2 2026 | Aug 14, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 3,840 | 318 | 0.08% | 0.09% | 359 | +390 | 11.3% | Q2 2026 | Aug 07, 2026 |
| Gotham Asset Management, LLC | History | No change | 3,827 | 317 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 3,816 | 316 | 0.02% | 0.03% | 361 | +233 | 6.5% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 3,790 | 314 | 0.0% | 0.0% | 362 | -241 | -5.98% | Q2 2026 | Jul 23, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | No change | 3,800 | 314 | 0.02% | 0.02% | 363 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Elequin Capital, LP | History | Added to | 3,784 | 313 | 0.01% | 0.02% | 364 | +763 | 25.26% | Q2 2026 | Aug 13, 2026 |
| LGT Group Foundation | History | Reduced | 3,770 | 312 | 0.0% | 0.0% | 365 | -439 | -10.43% | Q2 2026 | Aug 10, 2026 |
| BROWN ADVISORY INC | History | Added to | 3,760 | 311 | 0.0% | 0.0% | 366 | +1,159 | 44.56% | Q2 2026 | Aug 14, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 3,700 | 306 | 0.17% | 0.2% | 368 | -2,521 | -40.52% | Q2 2026 | Jul 16, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 3,701 | 306 | 0.02% | 0.02% | 367 | +442 | 13.56% | Q2 2026 | Jul 24, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 3,682 | 305 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,642 | 301 | 0.0% | 0.01% | 370 | -511 | -12.3% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 3,639 | 301 | 0.0% | 0.01% | 371 | -154 | -4.06% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 3,599 | 298 | 0.0% | 0.0% | 372 | -900 | -20.0% | Q2 2026 | Aug 07, 2026 |
| Texas Yale Capital Corp. | History | Added to | 3,525 | 292 | 0.01% | 0.01% | 373 | +200 | 6.02% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,464 | 287 | 0.01% | 0.01% | 374 | -1,252 | -26.55% | Q2 2026 | Jul 24, 2026 |
| DRW Securities, LLC | History | Reduced | 3,453 | 286 | 0.01% | 0.02% | 375 | -13,690 | -79.86% | Q2 2026 | Aug 14, 2026 |
| KINTRA WEALTH, LLC | History | New | 3,524 | 286 | 0.01% | — | 376 | +3,524 | New | Q2 2026 | Aug 14, 2026 |
| Mattson Financial Services, LLC | History | Added to | 3,459 | 285 | 0.06% | 0.07% | 377 | +80 | 2.37% | Q2 2026 | Aug 04, 2026 |
| Graney & King, LLC | History | No change | 3,447 | 285 | 0.1% | 0.16% | 378 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 55 North Private Wealth, LLC | History | New | 3,421 | 283 | 0.06% | — | 379 | +3,421 | New | Q2 2026 | Jul 07, 2026 |
| Net Worth Advisory Group | History | Reduced | 3,413 | 282 | 0.07% | 0.06% | 380 | -39 | -1.13% | Q2 2026 | Jul 13, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 3,403 | 281 | 0.03% | 0.04% | 381 | -252 | -6.89% | Q2 2026 | Jul 07, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,337 | 276 | 0.0% | 0.0% | 382 | -165 | -4.71% | Q2 2026 | Aug 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 3,267 | 276 | 0.0% | 0.0% | 383 | +95 | 2.99% | Q2 2026 | Aug 14, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | No change | 3,318 | 274 | 0.18% | 0.2% | 384 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kingsview Wealth Management, LLC | History | New | 3,227 | 267 | 0.0% | — | 385 | +3,227 | New | Q2 2026 | Aug 18, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 3,220 | 266 | 0.0% | 0.0% | 386 | +31 | 0.97% | Q2 2026 | Jul 14, 2026 |
| Brown Financial Advisors | History | Reduced | 3,219 | 266 | 0.09% | 0.1% | 387 | -11 | -0.34% | Q2 2026 | Aug 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,208 | 265 | 0.01% | 0.09% | 388 | -36,268 | -91.87% | Q2 2026 | Aug 11, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 3,209 | 265 | 0.06% | 0.06% | 389 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | Added to | 3,131 | 259 | 0.0% | 0.0% | 390 | +1,310 | 71.94% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | New | 3,110 | 257 | 0.0% | — | 391 | +3,110 | New | Q2 2026 | Jul 31, 2026 |
| HM PAYSON & CO | History | Added to | 3,101 | 256 | 0.0% | 0.0% | 392 | +320 | 11.51% | Q2 2026 | Jul 17, 2026 |
| Calydon Capital | History | Reduced | 3,085 | 255 | 0.04% | 0.05% | 393 | -304 | -8.97% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | New | 3,067 | 254 | 0.0% | — | 395 | +3,067 | New | Q2 2026 | Jul 22, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 3,068 | 254 | 0.06% | 0.08% | 394 | +84 | 2.82% | Q2 2026 | Jul 23, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 3,045 | 252 | 0.07% | 0.08% | 396 | +147 | 5.07% | Q2 2026 | Jul 13, 2026 |
| LongView Wealth Management | History | No change | 3,047 | 252 | 0.06% | 0.07% | 397 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,983 | 247 | 0.02% | 0.02% | 398 | +104 | 3.61% | Q2 2026 | Jul 23, 2026 |
| 71 West Capital Partners | History | New | 2,955 | 244 | 0.01% | — | 399 | +2,955 | New | Q2 2026 | Aug 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 2,920 | 242 | 0.0% | 0.0% | 400 | +153 | 5.53% | Q2 2026 | Aug 10, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 2,911 | 241 | 0.02% | 0.02% | 401 | +60 | 2.1% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 2,858 | 236 | 0.01% | 0.01% | 402 | -1,004 | -26.0% | Q2 2026 | Jul 17, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Added to | 2,857 | 236 | 0.31% | 0.31% | 403 | +256 | 9.84% | Q2 2026 | Aug 13, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 2,788 | 231 | 0.06% | 0.4% | 405 | -15,588 | -84.83% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | New | 2,793 | 231 | 0.0% | — | 406 | +2,793 | New | Q2 2026 | Aug 14, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 2,789 | 231 | 0.03% | 0.03% | 404 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 2,775 | 230 | 0.01% | 0.01% | 407 | -519 | -15.76% | Q2 2026 | Jul 31, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,745 | 227 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Granite Group Advisors, LLC | History | New | 2,732 | 226 | 0.13% | — | 410 | +2,732 | New | Q2 2026 | Jul 23, 2026 |
| Wedmont Private Capital | History | Reduced | 2,748 | 226 | 0.01% | 0.01% | 409 | -183 | -6.24% | Q2 2026 | Jul 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 2,710 | 225 | 0.01% | 0.04% | 411 | -4,012 | -59.68% | Q2 2026 | Aug 06, 2026 |
| Revolve Wealth Partners, LLC | History | New | 2,692 | 223 | 0.02% | — | 413 | +2,692 | New | Q2 2026 | Jul 09, 2026 |
| WINTON GROUP Ltd | History | Reduced | 2,700 | 223 | 0.01% | 0.02% | 412 | -2,600 | -49.06% | Q2 2026 | Aug 07, 2026 |
| Emerald Advisors, LLC | History | Added to | 2,669 | 221 | 0.03% | 0.03% | 415 | +204 | 8.28% | Q2 2026 | Jul 20, 2026 |
| Phillips Wealth Planners LLC | History | Added to | 2,667 | 221 | 0.16% | 0.16% | 416 | +180 | 7.24% | Q2 2026 | Aug 07, 2026 |
| BRIGHTON JONES LLC | History | Added to | 2,674 | 221 | 0.0% | 0.0% | 414 | +50 | 1.91% | Q2 2026 | Aug 11, 2026 |
| Essex Financial Services, Inc. | History | Added to | 2,605 | 215 | 0.01% | 0.01% | 417 | +44 | 1.72% | Q2 2026 | Aug 10, 2026 |
| Clayton Partners LLC | History | New | 2,591 | 214 | 0.14% | — | 419 | +2,591 | New | Q2 2026 | Aug 14, 2026 |
| OneAscent Family Office, LLC | History | New | 2,590 | 214 | 0.11% | — | 420 | +2,590 | New | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 2,585 | 214 | 0.0% | 0.0% | 418 | -637 | -19.77% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 2,668 | 213 | 0.01% | 0.01% | 421 | +89 | 3.45% | Q2 2026 | Aug 05, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 2,572 | 213 | 0.1% | 0.15% | 422 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 2,535 | 210 | 0.0% | 0.0% | 423 | -125 | -4.7% | Q2 2026 | Aug 17, 2026 |
| Composition Wealth, LLC | History | Added to | 2,532 | 209 | 0.0% | 0.0% | 424 | +62 | 2.51% | Q2 2026 | Jul 22, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 2,500 | 207 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keel Point, LLC | History | Reduced | 2,481 | 205 | 0.01% | 0.02% | 426 | -464 | -15.76% | Q2 2026 | Aug 14, 2026 |
| Cromwell Holdings LLC | History | Added to | 2,480 | 205 | 0.09% | 0.11% | 427 | +170 | 7.36% | Q2 2026 | Jul 13, 2026 |
| Brucke Financial, Inc. | History | Reduced | 2,468 | 204 | 0.09% | 0.13% | 429 | -524 | -17.51% | Q2 2026 | Jul 21, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 2,471 | 204 | 0.01% | 0.01% | 428 | -336 | -11.97% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | New | 2,427 | 201 | 0.01% | — | 431 | +2,427 | New | Q2 2026 | Aug 07, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 2,431 | 201 | 0.01% | 0.01% | 430 | -254 | -9.46% | Q2 2026 | Jul 24, 2026 |
| FLC Capital Advisors | History | New | 2,420 | 200 | 0.03% | — | 432 | +2,420 | New | Q2 2026 | Jul 20, 2026 |
| Hilltop National Bank | History | No change | 2,197 | 182 | 0.04% | 0.04% | 433 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Concord Wealth Partners | History | New | 2,162 | 179 | 0.02% | — | 434 | +2,162 | New | Q2 2026 | Jul 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,140 | 177 | 0.0% | 0.0% | 435 | +384 | 21.87% | Q2 2026 | Aug 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 2,128 | 176 | 0.07% | — | 436 | +2,128 | New | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,087 | 172 | 0.01% | 0.02% | 437 | +66 | 3.27% | Q2 2026 | Jul 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,066 | 171 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hartford Financial Management Inc. | History | No change | 2,000 | 165 | 0.04% | 0.04% | 439 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,968 | 163 | 0.02% | 0.0% | 440 | +1,956 | 16300.0% | Q2 2026 | Aug 04, 2026 |
| Bank of New Hampshire | History | No change | 1,914 | 158 | 0.03% | 0.04% | 441 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,853 | 153 | 0.0% | 0.0% | 442 | +1,159 | 167.0% | Q2 2026 | Aug 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 1,640 | 135 | 0.0% | 0.0% | 443 | -83 | -4.82% | Q2 2026 | Aug 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,515 | 125 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| V-Square Quantitative Management LLC | History | Reduced | 1,459 | 120 | 0.01% | 0.01% | 446 | -13 | -0.88% | Q2 2026 | Jul 27, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 1,456 | 120 | 0.01% | 0.01% | 445 | -1 | -0.07% | Q2 2026 | Jul 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,435 | 118 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BAYBAN | History | No change | 1,270 | 105 | 0.08% | 0.09% | 448 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rialto Wealth Management, LLC | History | New | 1,250 | 103 | 0.02% | — | 449 | +1,250 | New | Q2 2026 | Aug 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,223 | 101 | 0.03% | 0.04% | 450 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Asset Dedication, LLC | History | Added to | 1,213 | 100 | 0.01% | 0.01% | 451 | +10 | 0.83% | Q2 2026 | Jul 30, 2026 |
| EASTERN BANK | History | Added to | 1,119 | 92 | 0.0% | 0.0% | 452 | +692 | 162.06% | Q2 2026 | Jul 01, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1,114 | 92 | 0.02% | 0.02% | 453 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 1,104 | 91 | 0.01% | 0.02% | 454 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 1,081 | 89 | 0.06% | 0.06% | 455 | -53 | -4.67% | Q2 2026 | Jul 31, 2026 |
| CENTRAL TRUST Co | History | Added to | 973 | 80 | 0.0% | 0.0% | 456 | +53 | 5.76% | Q2 2026 | Jul 31, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 972 | 80 | 0.02% | 0.03% | 457 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 958 | 79 | 0.02% | 0.03% | 459 | +99 | 11.53% | Q2 2026 | Jul 15, 2026 |
| MTM Investment Management, LLC | History | No change | 964 | 79 | 0.02% | 0.03% | 458 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Larson Financial Group LLC | History | Added to | 921 | 76 | 0.0% | 0.0% | 460 | +16 | 1.77% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF VERMONT | History | New | 901 | 74 | 0.0% | — | 461 | +901 | New | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | New | 871 | 72 | 0.0% | — | 462 | +871 | New | Q2 2026 | Aug 13, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 816 | 67 | 0.01% | 0.02% | 463 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 802 | 66 | 0.0% | 0.0% | 465 | +189 | 30.83% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 798 | 66 | 0.0% | 0.0% | 464 | +16 | 2.05% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | Added to | 781 | 64 | 0.0% | 0.0% | 466 | +232 | 42.26% | Q2 2026 | Aug 11, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 779 | 64 | 0.05% | 0.06% | 467 | -1 | -0.13% | Q2 2026 | Aug 11, 2026 |
| Community Bank, N.A. | History | No change | 768 | 63 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Added to | 740 | 61 | 0.04% | 0.04% | 469 | +11 | 1.51% | Q2 2026 | Aug 18, 2026 |
| Avion Wealth | History | No change | 736 | 60 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 707 | 58 | 0.02% | 0.02% | 471 | +3 | 0.43% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | Added to | 613 | 50 | 0.0% | 0.0% | 472 | +154 | 33.55% | Q2 2026 | Jul 20, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 582 | 48 | 0.0% | 0.0% | 473 | +16 | 2.83% | Q2 2026 | Jul 16, 2026 |
| MATHER GROUP, LLC. | History | No change | 585 | 48 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 569 | 47 | 0.0% | 0.0% | 475 | +76 | 15.42% | Q2 2026 | Sep 04, 2026 |
| Coston, McIsaac & Partners | History | No change | 577 | 47 | 0.01% | 0.01% | 476 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| High Point Wealth Management, LLC | History | No change | 559 | 46 | 0.04% | 0.05% | 477 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 526 | 43 | 0.0% | 0.0% | 478 | +122 | 30.2% | Q2 2026 | Aug 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 472 | 39 | 0.02% | 0.05% | 480 | -394 | -45.5% | Q2 2026 | Aug 10, 2026 |
| ESL Trust Services, LLC | History | No change | 480 | 39 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 456 | 38 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Salomon & Ludwin, LLC | History | No change | 475 | 38 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 457 | 37 | 0.0% | 0.0% | 483 | +48 | 11.74% | Q2 2026 | Aug 10, 2026 |
| Westside Investment Management, Inc. | History | No change | 454 | 37 | 0.0% | 0.01% | 484 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 435 | 36 | 0.0% | 0.01% | 485 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 439 | 36 | 0.02% | 0.02% | 486 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Addison Advisors LLC | History | Reduced | 417 | 34 | 0.02% | 0.02% | 488 | -570 | -57.75% | Q2 2026 | Aug 10, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 412 | 34 | 0.02% | 0.01% | 489 | +286 | 226.98% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 408 | 34 | 0.0% | 0.0% | 487 | +237 | 138.6% | Q2 2026 | Jul 29, 2026 |
| UMB Bank, n.a. | History | No change | 399 | 33 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 392 | 32 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 385 | 31 | 0.0% | 0.0% | 492 | +30 | 8.45% | Q2 2026 | Jul 23, 2026 |
| True Wealth Design, LLC | History | Reduced | 357 | 29 | 0.01% | 0.01% | 494 | -56 | -13.56% | Q2 2026 | Jul 16, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 351 | 29 | 0.02% | 0.02% | 493 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Capital Analysts, LLC | History | Reduced | 319 | 27 | 0.0% | 0.0% | 496 | -40 | -11.14% | Q2 2026 | Aug 05, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 332 | 27 | 0.01% | 0.02% | 497 | -19 | -5.41% | Q2 2026 | Jul 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 334 | 27 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 23,519 | 26 | 0.0% | 0.0% | 498 | +23,480 | 60205.13% | Q2 2026 | Jul 21, 2026 |
| Ancora Advisors LLC | History | Reduced | 281 | 23 | 0.0% | 0.0% | 499 | -192 | -40.59% | Q2 2026 | Aug 14, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 285 | 23 | 0.01% | 0.01% | 500 | +22 | 8.37% | Q2 2026 | Aug 10, 2026 |
| Canton Hathaway, LLC | History | No change | 275 | 22 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Continuum Advisory, LLC | History | New | 264 | 21 | 0.0% | — | 504 | +264 | New | Q2 2026 | Aug 06, 2026 |
| Institute for Wealth Management, LLC. | History | New | 259 | 21 | 0.0% | — | 503 | +259 | New | Q2 2026 | Jul 28, 2026 |
| Avalon Trust Co | History | No change | 255 | 21 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caldwell Trust Co | History | Added to | 246 | 20 | 0.0% | 0.0% | 506 | +17 | 7.42% | Q2 2026 | Aug 03, 2026 |
| Millstone Evans Group, LLC | History | No change | 250 | 20 | 0.01% | 0.01% | 505 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 240 | 19 | 0.0% | 0.0% | 509 | +11 | 4.8% | Q2 2026 | Jul 10, 2026 |
| GW&K Investment Management, LLC | History | Added to | 235 | 19 | 0.0% | 0.0% | 508 | +5 | 2.17% | Q2 2026 | Aug 12, 2026 |
| Smithfield Trust Co | History | No change | 222 | 19 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPL Wealth Management, LLC | History | Added to | 222 | 18 | 0.0% | 0.0% | 513 | +168 | 311.11% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | Reduced | 228 | 18 | 0.0% | 0.0% | 511 | -20 | -8.06% | Q2 2026 | Jul 20, 2026 |
| ST GERMAIN D J CO INC | History | No change | 227 | 18 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Citizens National Bank Trust Department | History | No change | 219 | 18 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Buck Wealth Strategies, LLC | History | New | 212 | 17 | 0.0% | — | 516 | +212 | New | Q2 2026 | Jul 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 214 | 17 | 0.0% | 0.0% | 515 | -2 | -0.93% | Q2 2026 | Jul 20, 2026 |
| Financial Management Professionals, Inc. | History | No change | 211 | 17 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 16 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Planning Strategies Inc. | History | New | 185 | 15 | 0.01% | — | 521 | +185 | New | Q2 2026 | Jul 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 186 | 15 | 0.0% | 0.0% | 520 | -130 | -41.14% | Q2 2026 | Aug 13, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 183 | 15 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | No change | 182 | 15 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 174 | 14 | 0.0% | 0.0% | 523 | +104 | 148.57% | Q2 2026 | Jul 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 172 | 14 | 0.0% | 0.0% | 522 | +14 | 8.86% | Q2 2026 | Jul 22, 2026 |
| NBT BANK, N.A. | History | Reduced | 166 | 13 | 0.0% | 0.0% | 525 | -44 | -20.95% | Q2 2026 | Jul 29, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 159 | 13 | 0.0% | 0.0% | 526 | +15 | 10.42% | Q2 2026 | Jul 27, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 168 | 13 | 0.0% | 0.0% | 524 | -4 | -2.33% | Q2 2026 | Jul 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 164 | 13 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 161 | 13 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ares Financial Consulting, LLC | History | No change | 161 | 13 | 0.01% | 0.01% | 529 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kilter Group LLC | History | Added to | 153 | 12 | 0.0% | 0.0% | 532 | +119 | 350.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 147 | 12 | 0.0% | 0.0% | 530 | -47 | -24.23% | Q2 2026 | Jul 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 145 | 12 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COUNTRY TRUST BANK | History | No change | 138 | 11 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 144 | 11 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 126 | 10 | 0.0% | — | 541 | +126 | New | Q2 2026 | Aug 07, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 129 | 10 | 0.01% | 0.0% | 540 | +68 | 111.48% | Q2 2026 | Aug 28, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 122 | 10 | 0.0% | 0.0% | 535 | -13 | -9.63% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 130 | 10 | 0.0% | 0.0% | 536 | +8 | 6.56% | Q2 2026 | Jul 24, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 121 | 10 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Activest Wealth Management | History | No change | 130 | 10 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 128 | 10 | 0.01% | 0.01% | 539 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 111 | 9 | 0.0% | 0.0% | 542 | -688 | -86.11% | Q2 2026 | Aug 06, 2026 |
| Synergy Investment Management, LLC | History | New | 121 | 9 | 0.0% | — | 547 | +121 | New | Q2 2026 | Aug 14, 2026 |
| Purpose Unlimited Inc. | History | Reduced | 114 | 9 | 0.0% | 0.0% | 546 | -103 | -47.47% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | Reduced | 114 | 9 | 0.01% | 0.01% | 545 | -12 | -9.52% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 114 | 9 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WealthCollab, LLC | History | No change | 109 | 9 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 104 | 8 | 0.0% | — | 551 | +104 | New | Q2 2026 | Aug 07, 2026 |
| SouthState Bank Corp | History | New | 100 | 8 | 0.0% | — | 550 | +100 | New | Q2 2026 | Aug 06, 2026 |
| Bangor Savings Bank | History | No change | 100 | 8 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Archer Investment Corp | History | No change | 100 | 8 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Basepoint Wealth LLC | History | Reduced | 87 | 7 | 0.0% | 0.01% | 558 | -92 | -51.4% | Q2 2026 | Aug 10, 2026 |
| Bayforest Capital Ltd | History | Added to | 94 | 7 | 0.01% | 0.0% | 557 | +77 | 452.94% | Q2 2026 | Aug 05, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 92 | 7 | 0.0% | 0.0% | 553 | +33 | 55.93% | Q2 2026 | Aug 10, 2026 |
| PlanVest Financial, Inc | History | Added to | 85 | 7 | 0.0% | 0.01% | 559 | +1 | 1.19% | Q2 2026 | Aug 10, 2026 |
| Coastline Trust Co | History | No change | 91 | 7 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 91 | 7 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 91 | 7 | 0.01% | 0.01% | 555 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 87 | 7 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 77 | 6 | 0.0% | — | 563 | +77 | New | Q2 2026 | Aug 13, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 75 | 6 | 0.0% | 0.0% | 560 | -11 | -12.79% | Q2 2026 | Jul 07, 2026 |
| Rossby Financial, LCC | History | Reduced | 77 | 6 | 0.0% | 0.0% | 561 | -11 | -12.5% | Q2 2026 | Aug 04, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 76 | 6 | 0.0% | 0.01% | 562 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 66 | 5 | 0.0% | 0.0% | 567 | +21 | 46.67% | Q2 2026 | Aug 11, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 61 | 5 | 0.0% | 0.0% | 565 | -3 | -4.69% | Q2 2026 | Aug 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 67 | 5 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 71 | 5 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Creative Capital Management Investments LLC | History | New | 57 | 4 | 0.0% | — | 573 | +57 | New | Q2 2026 | Jul 24, 2026 |
| JNBA Financial Advisors | History | Added to | 50 | 4 | 0.0% | 0.0% | 569 | +11 | 28.21% | Q2 2026 | Jul 23, 2026 |
| North Star Investment Management Corp. | History | Reduced | 55 | 4 | 0.0% | 0.0% | 568 | -6 | -9.84% | Q2 2026 | Jul 28, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 49 | 4 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wiser Advisor Group LLC | History | No change | 54 | 4 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Benson Wealth Management INC | History | No change | 60 | 4 | 0.0% | 0.01% | 572 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 47 | 3 | 0.0% | — | 579 | +47 | New | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | New | 41 | 3 | 0.0% | — | 577 | +41 | New | Q2 2026 | Aug 06, 2026 |
| WEST PACES ADVISORS INC. | History | New | 40 | 3 | 0.0% | — | 578 | +40 | New | Q2 2026 | Jul 17, 2026 |
| EFG International AG | History | Added to | 43 | 3 | 0.0% | 0.0% | 576 | +1 | 2.38% | Q2 2026 | Aug 14, 2026 |
| DecisionPoint Financial, LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nemes Rush Group LLC | History | No change | 47 | 3 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 31 | 2 | 0.02% | 0.05% | 587 | -55 | -63.95% | Q2 2026 | Jul 31, 2026 |
| MOTCO | History | New | 35 | 2 | 0.0% | — | 588 | +35 | New | Q2 2026 | Jul 31, 2026 |
| Quent Capital, LLC | History | New | 35 | 2 | 0.0% | — | 590 | +35 | New | Q2 2026 | Aug 07, 2026 |
| Allied Private Wealth LLC | History | New | 30 | 2 | 0.0% | — | 592 | +30 | New | Q2 2026 | Jul 09, 2026 |
| Noble Wealth Management PBC | History | New | 28 | 2 | 0.0% | — | 591 | +28 | New | Q2 2026 | Jul 01, 2026 |
| GoalVest Advisory LLC | History | New | 26 | 2 | 0.0% | — | 589 | +26 | New | Q2 2026 | Jul 08, 2026 |
| LRI Investments, LLC | History | Added to | 25 | 2 | 0.0% | 0.0% | 586 | +13 | 108.33% | Q2 2026 | Jul 14, 2026 |
| Colonial Trust Co / SC | History | Added to | 27 | 2 | 0.0% | 0.0% | 583 | +3 | 12.5% | Q2 2026 | Aug 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| CVA Family Office, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| City State Bank | History | No change | 26 | 2 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Financial Perspectives, Inc | History | No change | 34 | 2 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tidemark, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dunhill Financial, LLC | History | Reduced | 23 | 1 | 0.0% | 0.0% | 597 | -220 | -90.53% | Q2 2026 | Aug 07, 2026 |
| American Capital Advisory, LLC | History | Reduced | 16 | 1 | 0.0% | 0.0% | 599 | -30 | -65.22% | Q2 2026 | Jul 28, 2026 |
| Mondrian Investment Partners LTD | History | New | 21 | 1 | 0.0% | — | 602 | +21 | New | Q2 2026 | Jul 30, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 22 | 1 | 0.0% | 0.0% | 594 | -19 | -46.34% | Q2 2026 | Jul 30, 2026 |
| Fairman Group, LLC | History | New | 19 | 1 | 0.0% | — | 606 | +19 | New | Q2 2026 | Aug 04, 2026 |
| Key FInancial Inc | History | Reduced | 18 | 1 | 0.0% | 0.0% | 595 | -18 | -50.0% | Q2 2026 | Jul 24, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 18 | 1 | 0.0% | — | 603 | +18 | New | Q2 2026 | Jul 21, 2026 |
| Key Capital Management, INC | History | New | 18 | 1 | 0.0% | — | 607 | +18 | New | Q2 2026 | Jul 27, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 17 | 1 | 0.0% | — | 608 | +17 | New | Q2 2026 | Aug 14, 2026 |
| Downshift Financial, LLC | History | New | 17 | 1 | 0.0% | — | 609 | +17 | New | Q2 2026 | Aug 12, 2026 |
| Trifecta Capital Advisors, LLC | History | New | 15 | 1 | 0.0% | — | 605 | +15 | New | Q2 2026 | Aug 03, 2026 |
| Highland Investment Advisors LLC | History | New | 15 | 1 | 0.0% | — | 610 | +15 | New | Q2 2026 | Aug 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 14 | 1 | 0.0% | — | 604 | +14 | New | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 19 | 1 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fortis Group Advisors, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arlington Trust Co LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Dogwood Wealth Management LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Burk Holdings LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -69,228 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -49,466 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -42,039 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.62% | — | -33,526 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.12% | — | -31,905 | -100.0% | Q2 2026 | Aug 13, 2026 |
| AMG National Trust Bank | History | Closed out | 0 | 0 | — | 0.05% | — | -27,968 | -100.0% | Q2 2026 | Aug 06, 2026 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,567 | -100.0% | Q2 2026 | Aug 04, 2026 |
| NATURAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -11,617 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,588 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,823 | -100.0% | Q2 2026 | Aug 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,999 | -100.0% | Q2 2026 | Jul 16, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,531 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,103 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Beverly Hills Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,848 | -100.0% | Q2 2026 | Aug 06, 2026 |
| SkyView Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,628 | -100.0% | Q2 2026 | Sep 14, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,299 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,138 | -100.0% | Q2 2026 | Jul 27, 2026 |
| IFS Group,LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -3,131 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -3,050 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Frisch Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,004 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -2,599 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -2,562 | -100.0% | Q2 2026 | Aug 06, 2026 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,446 | -100.0% | Q2 2026 | Jul 28, 2026 |
| GREENWOOD GEARHART LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,411 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,075 | -100.0% | Q2 2026 | Jul 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -609 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -559 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -549 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -454 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -366 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -352 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -316 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -194 | -100.0% | Q2 2026 | Jul 27, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -190 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Bravera Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Indiana Trust & Investment Management Co | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Intentional Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q2 2026 | Jul 28, 2026 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Minot DeBlois Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -20 | -71.43% | Q2 2026 | Aug 10, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q2 2026 | Jul 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 12 | 0 | — | 0.0% | — | -12 | -50.0% | Q2 2026 | Jul 28, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Jul 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q2 2026 | Aug 06, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Aug 14, 2026 |
| Monetary Solutions, Ltd | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Jul 23, 2026 |
| Mosley Wealth Management | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Jul 23, 2026 |
| Essential Partners LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Aug 10, 2026 |
| Cordant, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Jul 14, 2026 |
| CKW FINANCIAL GROUP | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 24, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Horizon Investments, LLC | History | Reduced | 5 | 0 | — | — | — | -3 | -37.5% | Q2 2026 | Aug 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trust Co | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| RMG Wealth Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Gen-Wealth Partners Inc | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MidFirst Bank | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |