INVESCO EXCHANGE-TRADED FUND TRUST - PHO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,565,665 | 104,680 | 0.01% | 0.01% | 1 | -14,341 | -0.91% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,322,472 | 88,420 | 0.01% | 0.01% | 2 | +14,351 | 1.1% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 836,098 | 55,901 | 0.01% | 0.02% | 3 | -60,474 | -6.75% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 667,470 | 44,627 | 0.01% | 0.0% | 4 | +274,405 | 69.81% | Q1 2026 | May 05, 2026 |
| 1832 Asset Management L.P. | History | Added to | 562,918 | 37,636 | 0.03% | 0.03% | 5 | +42,733 | 8.21% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 427,217 | 28,563 | 0.52% | 0.48% | 6 | +42,934 | 11.17% | Q1 2026 | Apr 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 419,926 | 28,076 | 0.01% | 0.01% | 7 | -15,336 | -3.52% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 353,972 | 23,666 | 0.26% | 0.04% | 8 | +308,379 | 676.37% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 335,431 | 22,428 | 0.0% | 0.0% | 9 | +39,491 | 13.34% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 295,258 | 19,740 | 0.01% | 0.01% | 10 | +4,675 | 1.61% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 221,756 | 14,826 | 0.02% | 0.02% | 11 | -12,270 | -5.24% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 205,355 | 13,730 | 0.0% | 0.0% | 12 | +23,869 | 13.15% | Q1 2026 | Jul 08, 2026 |
| Prism Advisors, Inc. | History | Added to | 186,428 | 12,464 | 3.33% | 3.13% | 13 | +19,912 | 11.96% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Added to | 180,133 | 12,043 | 0.03% | 0.03% | 14 | +39,942 | 28.49% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 164,173 | 10,976 | 0.02% | 0.01% | 15 | +88,522 | 117.01% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 161,010 | 10,766 | 0.02% | 0.02% | 16 | -25,958 | -13.88% | Q1 2026 | May 15, 2026 |
| Polianta Ltd | History | No change | 153,700 | 10,276 | 1.36% | 1.42% | 17 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 142,050 | 9,497 | 0.03% | 0.03% | 18 | +5,573 | 4.08% | Q1 2026 | May 08, 2026 |
| Hamilton Wealth, LLC | History | Added to | 123,518 | 8,258 | 1.61% | 1.58% | 19 | +5,887 | 5.0% | Q1 2026 | Jun 25, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Added to | 100,872 | 6,744 | 4.5% | 3.37% | 20 | +4,118 | 4.26% | Q1 2026 | May 14, 2026 |
| Sage Capital Management, LLC | History | Reduced | 97,169 | 6,497 | 3.05% | 3.23% | 21 | -2,230 | -2.24% | Q1 2026 | Apr 15, 2026 |
| WealthSpring Partners, LLC | History | Added to | 96,687 | 6,464 | 5.93% | 6.91% | 22 | +951 | 0.99% | Q1 2026 | Apr 20, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 94,896 | 6,344 | 1.37% | 1.45% | 23 | -17,263 | -15.39% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 84,836 | 5,672 | 0.02% | 0.02% | 24 | +9,566 | 12.71% | Q1 2026 | Apr 30, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | New | 77,164 | 5,159 | 3.82% | — | 25 | +77,164 | New | Q1 2026 | Jul 16, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 73,856 | 4,938 | 0.0% | 0.01% | 26 | -11,310 | -13.28% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 70,106 | 4,687 | 0.03% | 0.02% | 27 | +27,010 | 62.67% | Q1 2026 | May 05, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 68,420 | 4,574 | 0.41% | 0.44% | 28 | -865 | -1.25% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Reduced | 65,492 | 4,378 | 0.0% | 0.0% | 29 | -238 | -0.36% | Q1 2026 | May 12, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Added to | 61,554 | 4,115 | 0.83% | 0.83% | 30 | +365 | 0.6% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 58,720 | 3,926 | 0.0% | 0.0% | 31 | +5,719 | 10.79% | Q1 2026 | Jul 17, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 58,408 | 3,905 | 0.17% | 0.16% | 32 | +2,855 | 5.14% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Reduced | 58,147 | 3,887 | 0.01% | 0.01% | 33 | -1,089 | -1.84% | Q1 2026 | May 15, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 57,755 | 3,861 | 0.86% | 0.91% | 34 | -1,199 | -2.03% | Q1 2026 | May 21, 2026 |
| IFP Advisors, Inc | History | Added to | 56,090 | 3,750 | 0.08% | 0.07% | 35 | +14,200 | 33.9% | Q1 2026 | Apr 13, 2026 |
| COMMERCE BANK | History | Reduced | 55,822 | 3,732 | 0.02% | 0.02% | 36 | -4,185 | -6.97% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 56,101 | 3,674 | 0.0% | 0.0% | 37 | +10,313 | 22.52% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 52,004 | 3,476 | 0.02% | 0.02% | 38 | +12,908 | 33.02% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 51,399 | 3,436 | 0.0% | 0.0% | 39 | +2,218 | 4.51% | Q1 2026 | May 05, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 50,548 | 3,379 | 0.05% | 0.05% | 40 | -718 | -1.4% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 49,501 | 3,309 | 0.0% | 0.01% | 41 | -1,536 | -3.01% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 49,397 | 3,302 | 0.01% | 0.01% | 42 | +706 | 1.45% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Reduced | 48,626 | 3,251 | 0.0% | 0.0% | 43 | -606 | -1.23% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 40,793 | 2,727 | 0.0% | — | 44 | +40,793 | New | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 40,446 | 2,704 | 0.0% | 0.0% | 45 | +21,181 | 109.95% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 39,695 | 2,654 | 0.0% | 0.0% | 46 | -16,355 | -29.18% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 36,312 | 2,427 | 0.0% | 0.0% | 47 | +5,260 | 16.94% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 35,359 | 2,317 | 0.0% | 0.0% | 48 | -1,923 | -5.16% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 31,981 | 2,228 | 0.05% | 0.06% | 49 | -64 | -0.2% | Q1 2026 | May 04, 2026 |
| DUDLEY & SHANLEY, INC. | History | No change | 32,780 | 2,191 | 0.36% | 0.37% | 50 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Verity Asset Management, Inc. | History | Added to | 32,729 | 2,188 | 0.92% | 0.89% | 51 | +3,156 | 10.67% | Q1 2026 | Apr 21, 2026 |
| FMR LLC | History | Added to | 32,673 | 2,184 | 0.0% | 0.0% | 52 | +27 | 0.08% | Q1 2026 | May 15, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 31,084 | 2,078 | 0.95% | 1.03% | 53 | -1,180 | -3.66% | Q1 2026 | Apr 09, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 29,661 | 1,983 | 0.78% | 0.83% | 54 | -538 | -1.78% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 29,649 | 1,982 | 0.0% | 0.0% | 55 | +1,427 | 5.06% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 28,273 | 1,890 | 0.01% | 0.01% | 56 | +285 | 1.02% | Q1 2026 | Apr 24, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 27,259 | 1,822 | 0.08% | 0.11% | 57 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Curbstone Financial Management Corp | History | No change | 26,700 | 1,785 | 0.34% | 0.36% | 58 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Hilltop Holdings Inc. | History | No change | 26,150 | 1,748 | 0.16% | 0.11% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 25,896 | 1,731 | 0.06% | 0.04% | 60 | -496 | -1.88% | Q1 2026 | Apr 23, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 25,462 | 1,702 | 0.36% | 0.43% | 61 | -2,118 | -7.68% | Q1 2026 | Apr 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 24,007 | 1,690 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bravias Capital Group, LLC | History | Added to | 25,242 | 1,687 | 1.1% | 0.98% | 63 | +2,221 | 9.65% | Q1 2026 | Apr 28, 2026 |
| Trust Co | History | No change | 25,075 | 1,676 | 0.16% | 0.17% | 64 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 24,751 | 1,655 | 0.0% | 0.0% | 65 | -1,766 | -6.66% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 23,863 | 1,595 | 0.01% | 0.01% | 66 | -1,025 | -4.12% | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 23,686 | 1,583 | 0.0% | 0.0% | 67 | +477 | 2.06% | Q1 2026 | May 14, 2026 |
| GUARDIAN CAPITAL LP | History | Added to | 23,300 | 1,557 | 0.04% | 0.05% | 68 | +400 | 1.75% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 20,379 | 1,362 | 0.06% | 0.07% | 69 | +374 | 1.87% | Q1 2026 | Apr 27, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 20,208 | 1,351 | 0.38% | 0.4% | 70 | +16 | 0.08% | Q1 2026 | Apr 08, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 20,190 | 1,349 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 19,364 | 1,295 | 0.03% | 0.04% | 72 | +173 | 0.9% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 19,347 | 1,293 | 0.01% | 0.02% | 73 | -7,589 | -28.17% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Reduced | 19,246 | 1,286 | 0.0% | 0.0% | 74 | -229,745 | -92.27% | Q1 2026 | May 15, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 18,972 | 1,268 | 0.1% | 0.1% | 75 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BlackRock, Inc. | History | Added to | 18,727 | 1,252 | 0.0% | 0.0% | 76 | +17,663 | 1660.06% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 18,601 | 1,243 | 0.0% | 0.0% | 77 | -5,858 | -23.95% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 18,534 | 1,239 | 0.02% | 0.02% | 78 | +191 | 1.04% | Q1 2026 | Apr 23, 2026 |
| CIBC Bancorp USA Inc. | History | New | 18,449 | 1,233 | 0.0% | — | 79 | +18,449 | New | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Reduced | 18,347 | 1,226 | 0.02% | 0.02% | 80 | -171 | -0.92% | Q1 2026 | May 15, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Added to | 17,420 | 1,205 | 0.84% | 0.85% | 81 | +2,322 | 15.38% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | No change | 18,004 | 1,203 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 17,033 | 1,138 | 0.0% | 0.01% | 83 | -3,800 | -18.24% | Q1 2026 | Jun 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 16,966 | 1,134 | 0.0% | 0.0% | 84 | -907 | -5.07% | Q1 2026 | Apr 30, 2026 |
| Secure Asset Management, LLC | History | Added to | 16,595 | 1,109 | 0.18% | 0.15% | 85 | +2,951 | 21.63% | Q1 2026 | Apr 09, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 16,500 | 1,103 | 0.12% | 0.15% | 86 | -3,936 | -19.26% | Q1 2026 | Apr 15, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 16,440 | 1,099 | 0.71% | 0.77% | 87 | -450 | -2.66% | Q1 2026 | Apr 24, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 16,255 | 1,086 | 0.01% | 0.01% | 88 | -1,025 | -5.93% | Q1 2026 | May 26, 2026 |
| Fox Hill Wealth Management | History | Reduced | 16,230 | 1,085 | 0.52% | 0.53% | 89 | -130 | -0.79% | Q1 2026 | May 12, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 16,193 | 1,082 | 0.18% | 0.19% | 90 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 16,159 | 1,080 | 0.3% | 0.31% | 91 | -332 | -2.01% | Q1 2026 | May 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 16,102 | 1,076 | 0.03% | 0.03% | 92 | +712 | 4.63% | Q1 2026 | Apr 08, 2026 |
| Gouws Capital LLC | History | No change | 16,000 | 1,069 | 0.57% | 0.6% | 93 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 15,434 | 1,031 | 0.04% | 0.04% | 94 | +2 | 0.01% | Q1 2026 | Apr 22, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 15,297 | 1,022 | 0.14% | 0.15% | 95 | -811 | -5.03% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 15,084 | 1,008 | 0.02% | 0.01% | 96 | +8,191 | 118.83% | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | Reduced | 14,586 | 975 | 0.0% | 0.0% | 97 | -731 | -4.77% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 14,132 | 944 | 0.02% | 0.01% | 98 | +3,691 | 35.35% | Q1 2026 | Apr 14, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 14,034 | 938 | 0.12% | 0.11% | 99 | +2,104 | 17.64% | Q1 2026 | Apr 27, 2026 |
| EQUITABLE TRUST CO | History | No change | 13,942 | 932 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | Added to | 13,899 | 929 | 0.02% | 0.02% | 101 | +417 | 3.09% | Q1 2026 | May 18, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 13,769 | 920 | 0.0% | 0.0% | 102 | +10,879 | 376.44% | Q1 2026 | May 01, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 13,573 | 907 | 0.01% | 0.01% | 103 | -1,765 | -11.51% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 13,565 | 906 | 0.0% | 0.0% | 104 | -1,267 | -8.54% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 13,544 | 905 | 0.01% | 0.0% | 105 | +10,240 | 309.93% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 13,538 | 905 | 0.01% | 0.01% | 106 | +1,426 | 11.77% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 13,250 | 897 | 0.02% | 0.01% | 107 | +7,400 | 126.5% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 13,299 | 889 | 0.0% | 0.0% | 108 | -760 | -5.41% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Reduced | 13,040 | 871 | 0.0% | 0.01% | 109 | -151 | -1.14% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 12,308 | 866 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Elk River Wealth Management LLC | History | No change | 12,625 | 844 | 0.14% | 0.14% | 111 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 12,402 | 829 | 0.02% | 0.02% | 112 | +158 | 1.29% | Q1 2026 | May 14, 2026 |
| LexAurum Advisors, LLC | History | New | 12,396 | 828 | 0.11% | — | 113 | +12,396 | New | Q1 2026 | Apr 13, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 11,981 | 801 | 0.09% | 0.1% | 114 | -647 | -5.12% | Q1 2026 | Apr 28, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,907 | 796 | 0.01% | 0.02% | 115 | -2,173 | -15.43% | Q1 2026 | Apr 22, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 11,741 | 785 | 0.0% | 0.0% | 116 | -954 | -7.51% | Q1 2026 | May 14, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 11,599 | 775 | 0.02% | 0.02% | 117 | +137 | 1.2% | Q1 2026 | Apr 28, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 11,415 | 763 | 0.08% | 0.08% | 118 | +150 | 1.33% | Q1 2026 | Apr 28, 2026 |
| First City Capital Management, Inc. | History | No change | 11,335 | 757 | 0.4% | 0.42% | 119 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NewEdge Wealth, LLC | History | No change | 11,147 | 745 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HM PAYSON & CO | History | Reduced | 10,905 | 729 | 0.01% | 0.01% | 121 | -666 | -5.76% | Q1 2026 | Apr 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 10,848 | 725 | 0.03% | 0.02% | 122 | +3,784 | 53.57% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 10,438 | 697 | 0.0% | 0.0% | 123 | -1,037 | -9.04% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | Added to | 10,379 | 694 | 0.05% | 0.1% | 124 | +1,726 | 19.95% | Q1 2026 | Apr 28, 2026 |
| Neuberger Berman Group LLC | History | No change | 10,352 | 692 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 9,854 | 658 | 0.1% | 0.1% | 126 | +760 | 8.36% | Q1 2026 | May 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 9,738 | 651 | 0.01% | 0.01% | 127 | +42 | 0.43% | Q1 2026 | May 05, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 9,410 | 629 | 0.26% | 0.27% | 128 | +3 | 0.03% | Q1 2026 | May 08, 2026 |
| CHOREO, LLC | History | Reduced | 9,330 | 623 | 0.01% | 0.01% | 129 | -695 | -6.93% | Q1 2026 | May 12, 2026 |
| WELCH & FORBES LLC | History | Reduced | 9,100 | 608 | 0.01% | 0.01% | 130 | -1,300 | -12.5% | Q1 2026 | May 01, 2026 |
| Lynx Investment Advisory | History | Added to | 9,092 | 607 | 0.29% | 0.35% | 131 | +1 | 0.01% | Q1 2026 | Apr 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 8,948 | 604 | 0.04% | 0.04% | 132 | -103 | -1.14% | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 8,992 | 601 | 0.0% | 0.0% | 133 | -3,099 | -25.63% | Q1 2026 | May 14, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 8,950 | 598 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IHT Wealth Management, LLC | History | Added to | 8,723 | 583 | 0.01% | 0.01% | 135 | +9 | 0.1% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 8,530 | 570 | 0.03% | 0.03% | 136 | +2 | 0.02% | Q1 2026 | Apr 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 8,297 | 554 | 0.03% | 0.03% | 137 | -127 | -1.51% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 8,114 | 542 | 0.01% | 0.01% | 138 | -4,989 | -38.08% | Q1 2026 | May 15, 2026 |
| Trask Adam Roland | History | New | 8,000 | 534 | 0.51% | — | 139 | +8,000 | New | Q1 2026 | May 15, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 7,973 | 533 | 0.26% | 0.26% | 140 | +195 | 2.51% | Q1 2026 | May 07, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 7,964 | 532 | 0.38% | 0.38% | 141 | +6 | 0.08% | Q1 2026 | May 08, 2026 |
| GERBER, LLC | History | No change | 7,835 | 523 | 0.29% | 0.31% | 142 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,753 | 522 | 0.0% | 0.0% | 143 | -18,994 | -71.01% | Q1 2026 | Apr 08, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 7,674 | 513 | 0.18% | 0.2% | 144 | +1 | 0.01% | Q1 2026 | Apr 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 7,653 | 511 | 0.0% | — | 145 | +7,653 | New | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 7,593 | 507 | 0.0% | 0.0% | 146 | -2,851 | -27.3% | Q1 2026 | May 15, 2026 |
| SS&H Financial Advisors, Inc. | History | No change | 7,200 | 507 | 0.15% | 0.15% | 147 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| McGinn Penninger Investment Management, Inc. | History | Reduced | 7,406 | 495 | 0.32% | 0.31% | 149 | -240 | -3.14% | Q1 2026 | Apr 28, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 7,144 | 495 | 0.07% | 0.08% | 148 | +140 | 2.0% | Q1 2026 | May 11, 2026 |
| Stenham Asset Management Ltd | History | No change | 7,400 | 494 | 0.24% | 0.26% | 150 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LPWM LLC | History | Added to | 7,387 | 493 | 0.12% | 0.1% | 151 | +1,489 | 25.25% | Q1 2026 | Apr 08, 2026 |
| Independent Advisor Alliance | History | New | 7,332 | 490 | 0.01% | — | 152 | +7,332 | New | Q1 2026 | May 12, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 7,200 | 481 | 0.03% | 0.03% | 153 | -585 | -7.51% | Q1 2026 | Apr 15, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 7,151 | 478 | 0.05% | 0.05% | 154 | +1,224 | 20.65% | Q1 2026 | May 11, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 7,100 | 474 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BESSEMER GROUP INC | History | No change | 6,880 | 460 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Columbus Macro, LLC | History | Added to | 6,707 | 448 | 0.05% | 0.05% | 157 | +10 | 0.15% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 6,671 | 446 | 0.0% | 0.0% | 158 | -966 | -12.65% | Q1 2026 | May 13, 2026 |
| HOWE & RUSLING INC | History | Added to | 6,597 | 441 | 0.03% | 0.03% | 159 | +100 | 1.54% | Q1 2026 | Apr 28, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 6,582 | 440 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | New | 6,323 | 422 | 0.0% | — | 161 | +6,323 | New | Q1 2026 | May 14, 2026 |
| EJMK Ventures LLC | History | Reduced | 6,269 | 419 | 0.23% | 0.34% | 162 | -1,527 | -19.59% | Q1 2026 | Apr 24, 2026 |
| Pathstone Holdings, LLC | History | No change | 6,141 | 410 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 6,075 | 406 | 0.06% | 0.06% | 165 | -570 | -8.58% | Q1 2026 | Apr 09, 2026 |
| CENTRAL TRUST Co | History | No change | 6,075 | 406 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 6,020 | 402 | 0.01% | 0.01% | 166 | +870 | 16.89% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 6,023 | 402 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Moors & Cabot, Inc. | History | Added to | 5,985 | 400 | 0.02% | 0.02% | 168 | +550 | 10.12% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 5,982 | 399 | 0.0% | 0.0% | 169 | +4 | 0.07% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Added to | 5,900 | 394 | 0.0% | 0.0% | 170 | +50 | 0.85% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 5,835 | 390 | 0.0% | 0.0% | 172 | -493 | -7.79% | Q1 2026 | May 05, 2026 |
| NorthRock Partners, LLC | History | Added to | 5,847 | 390 | 0.01% | 0.01% | 171 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 5,792 | 387 | 0.0% | 0.0% | 173 | -5 | -0.09% | Q1 2026 | Apr 28, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 5,722 | 382 | 0.0% | 0.0% | 174 | +1,364 | 31.3% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 5,720 | 382 | 0.02% | 0.03% | 175 | +2 | 0.03% | Q1 2026 | Apr 23, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 5,698 | 380 | 0.04% | 0.04% | 176 | +2 | 0.04% | Q1 2026 | Apr 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 5,575 | 372 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 5,528 | 369 | 0.01% | 0.01% | 178 | -300 | -5.15% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 5,509 | 368 | 0.0% | 0.0% | 179 | +96 | 1.77% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 5,396 | 360 | 0.0% | 0.0% | 180 | +169 | 3.23% | Q1 2026 | May 12, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 5,191 | 347 | 0.03% | 0.03% | 181 | -21 | -0.4% | Q1 2026 | May 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,141 | 343 | 0.01% | 0.01% | 182 | +346 | 7.22% | Q1 2026 | Apr 15, 2026 |
| First Western Trust Bank | History | Reduced | 5,044 | 337 | 0.02% | 0.03% | 183 | -2,190 | -30.27% | Q1 2026 | May 12, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 5,025 | 335 | 0.09% | 0.11% | 184 | -592 | -10.54% | Q1 2026 | May 05, 2026 |
| Paragon Capital Management Ltd | History | Added to | 4,973 | 332 | 0.07% | 0.07% | 185 | +8 | 0.16% | Q1 2026 | Apr 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 4,923 | 329 | 0.0% | 0.01% | 186 | -1,354 | -21.57% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 4,750 | 317 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 4,708 | 314 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 4,700 | 314 | 0.2% | 0.2% | 189 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LJI Wealth Management, LLC | History | New | 4,650 | 310 | 0.05% | — | 191 | +4,650 | New | Q1 2026 | May 04, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 4,645 | 310 | 0.04% | 0.04% | 190 | +312 | 7.2% | Q1 2026 | Apr 28, 2026 |
| Ledyard National Bank | History | Reduced | 4,542 | 303 | 0.03% | 0.03% | 192 | -289 | -5.98% | Q1 2026 | Apr 24, 2026 |
| &PARTNERS | History | Reduced | 4,508 | 301 | 0.0% | 0.0% | 193 | -3,326 | -42.46% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,503 | 301 | 0.01% | 0.01% | 194 | -8 | -0.18% | Q1 2026 | Apr 21, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 4,486 | 300 | 0.01% | — | 195 | +4,486 | New | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 4,428 | 298 | 0.0% | 0.0% | 196 | -124 | -2.72% | Q1 2026 | May 12, 2026 |
| Napier Financial, LLC | History | New | 4,424 | 295 | 0.07% | — | 197 | +4,424 | New | Q1 2026 | May 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 4,411 | 294 | 0.05% | 0.05% | 198 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 4,389 | 293 | 0.07% | 0.07% | 199 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 4,318 | 288 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 4,297 | 287 | 0.0% | 0.0% | 201 | +580 | 15.6% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 3,977 | 280 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 4,182 | 279 | 0.06% | 0.07% | 203 | +7 | 0.17% | Q1 2026 | Apr 22, 2026 |
| LRI Investments, LLC | History | No change | 4,170 | 278 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 4,077 | 272 | 0.01% | 0.01% | 205 | +500 | 13.98% | Q1 2026 | Apr 27, 2026 |
| Wellington Shields & Co., LLC | History | No change | 4,071 | 272 | 0.07% | 0.07% | 206 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 4,033 | 269 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 4,013 | 268 | 0.01% | 0.02% | 208 | -529 | -11.65% | Q1 2026 | Apr 09, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | No change | 4,000 | 267 | 0.1% | 0.1% | 209 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 3,990 | 266 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 3,981 | 266 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 3,955 | 264 | 0.07% | 0.07% | 212 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NWAM LLC | History | Reduced | 3,926 | 262 | 0.02% | 0.02% | 214 | -53 | -1.33% | Q1 2026 | May 04, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | No change | 3,920 | 262 | 0.03% | 0.04% | 213 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,877 | 259 | 0.0% | 0.0% | 216 | -708 | -15.44% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,888 | 259 | 0.0% | 0.01% | 215 | -157 | -3.88% | Q1 2026 | May 15, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 3,868 | 258 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 3,850 | 257 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 3,697 | 247 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 3,687 | 246 | 0.0% | 0.0% | 220 | -30,713 | -89.28% | Q1 2026 | May 14, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 3,476 | 242 | 0.08% | 0.09% | 221 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Florida Trust Wealth Management Co | History | No change | 3,600 | 240 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KKM Financial LLC | History | No change | 3,406 | 239 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,557 | 237 | 0.0% | 0.0% | 224 | -461 | -11.47% | Q1 2026 | Apr 15, 2026 |
| Beaton Management Co. Inc. | History | No change | 3,530 | 236 | 0.11% | 0.11% | 225 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Jacobi Capital Management LLC | History | Added to | 3,521 | 235 | 0.01% | 0.01% | 227 | +253 | 7.74% | Q1 2026 | May 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 3,518 | 235 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | New | 3,502 | 234 | 0.0% | — | 231 | +3,502 | New | Q1 2026 | May 13, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 3,500 | 234 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 3,500 | 234 | 0.11% | 0.12% | 229 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 3,500 | 234 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sovran Advisors, LLC | History | Reduced | 3,362 | 231 | 0.02% | 0.17% | 233 | -23,511 | -87.49% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | No change | 3,429 | 231 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,452 | 230 | 0.0% | 0.0% | 234 | -287 | -7.68% | Q1 2026 | May 14, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 3,327 | 230 | 0.05% | 0.05% | 235 | +2 | 0.06% | Q1 2026 | Apr 28, 2026 |
| Banco Santander, S.A. | History | Reduced | 3,390 | 226 | 0.0% | 0.0% | 236 | -550 | -13.96% | Q1 2026 | May 08, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 3,388 | 226 | 0.17% | 0.2% | 237 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 3,370 | 225 | 0.02% | 0.02% | 238 | -56 | -1.63% | Q1 2026 | Apr 22, 2026 |
| Millstone Evans Group, LLC | History | No change | 3,302 | 220 | 0.13% | 0.14% | 239 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Chemistry Wealth Management LLC | History | No change | 3,260 | 217 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 3,216 | 215 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 3,164 | 213 | 0.01% | 0.01% | 242 | -292 | -8.45% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 3,100 | 207 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 3,090 | 206 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Brookwood Investment Group LLC | History | No change | 3,059 | 204 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,015 | 203 | 0.0% | 0.0% | 247 | +489 | 19.36% | Q1 2026 | Apr 07, 2026 |
| Autumn Glory Partners, LLC | History | No change | 3,047 | 203 | 0.07% | 0.07% | 246 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Added to | 3,023 | 202 | 0.0% | 0.0% | 248 | +314 | 11.59% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 3,035 | 202 | 0.01% | 0.01% | 249 | +1 | 0.03% | Q1 2026 | Apr 20, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 3,000 | 200 | 0.0% | — | 252 | +3,000 | New | Q1 2026 | May 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 3,003 | 200 | 0.02% | 0.02% | 251 | +5 | 0.17% | Q1 2026 | May 11, 2026 |
| Essex Financial Services, Inc. | History | No change | 3,003 | 200 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 2,975 | 198 | 0.01% | — | 253 | +2,975 | New | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | No change | 2,956 | 197 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MGB Wealth Management, LLC | History | No change | 2,700 | 190 | 0.05% | 0.05% | 255 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,724 | 182 | 0.0% | 0.0% | 256 | +1,182 | 76.65% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,700 | 182 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | Reduced | 2,568 | 171 | 0.0% | 0.0% | 258 | -150 | -5.52% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,465 | 164 | 0.0% | 0.0% | 259 | +594 | 31.75% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,322 | 155 | 0.01% | 0.01% | 260 | -48 | -2.03% | Q1 2026 | Apr 14, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 2,260 | 151 | 0.05% | 0.06% | 261 | -290 | -11.37% | Q1 2026 | Apr 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,245 | 150 | 0.0% | 0.0% | 262 | +150 | 7.16% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,220 | 148 | 0.0% | 0.01% | 264 | -1,020 | -31.48% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | Added to | 2,217 | 148 | 0.02% | 0.02% | 263 | +701 | 46.24% | Q1 2026 | May 04, 2026 |
| ST GERMAIN D J CO INC | History | No change | 2,185 | 146 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bangor Savings Bank | History | No change | 2,128 | 142 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,957 | 130 | 0.0% | 0.0% | 268 | -12,253 | -86.23% | Q1 2026 | May 13, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 1,957 | 130 | 0.0% | 0.0% | 267 | +178 | 10.01% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Added to | 1,891 | 126 | 0.0% | 0.0% | 269 | +143 | 8.18% | Q1 2026 | May 13, 2026 |
| TFC Financial Management, Inc. | History | Added to | 1,773 | 118 | 0.01% | 0.02% | 270 | +3 | 0.17% | Q1 2026 | Apr 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,751 | 117 | 0.0% | 0.0% | 272 | +293 | 20.1% | Q1 2026 | Jun 02, 2026 |
| WHITTIER TRUST CO | History | No change | 1,736 | 117 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,748 | 116 | 0.01% | 0.01% | 273 | +1 | 0.06% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,700 | 113 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BALLAST ADVISORS LLC | History | New | 1,592 | 106 | 0.03% | — | 275 | +1,592 | New | Q1 2026 | Jun 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,533 | 102 | 0.0% | 0.0% | 276 | +1 | 0.07% | Q1 2026 | May 18, 2026 |
| AlphaCore Capital LLC | History | Reduced | 1,518 | 101 | 0.0% | 0.0% | 277 | -308 | -16.87% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | No change | 1,410 | 94 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,350 | 90 | 0.0% | 0.01% | 279 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pacific Center for Financial Services | History | No change | 1,345 | 89 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,165 | 77 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | Added to | 1,051 | 71 | 0.01% | 0.02% | 282 | +1 | 0.1% | Q1 2026 | May 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,000 | 70 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Axiom Investment Management LLC | History | New | 1,000 | 66 | 0.05% | — | 285 | +1,000 | New | Q1 2026 | May 26, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,002 | 66 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 980 | 65 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 980 | 65 | 0.04% | 0.04% | 287 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 949 | 63 | 0.02% | 0.03% | 288 | -84 | -8.13% | Q1 2026 | May 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 946 | 63 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ransom Advisory, Ltd | History | No change | 908 | 63 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 890 | 59 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 850 | 56 | 0.16% | 0.17% | 292 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Motiv8 Investments LLC | History | No change | 775 | 55 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 820 | 54 | 0.0% | 0.0% | 294 | -250 | -23.36% | Q1 2026 | Apr 30, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 821 | 54 | 0.01% | 0.01% | 296 | +2 | 0.24% | Q1 2026 | May 20, 2026 |
| Westfuller Advisors, LLC | History | Added to | 813 | 54 | 0.02% | 0.02% | 297 | +1 | 0.12% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | No change | 811 | 54 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MOTCO | History | No change | 800 | 53 | 0.0% | 0.01% | 298 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DecisionPoint Financial, LLC | History | No change | 800 | 53 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PlanVest Financial, Inc | History | New | 785 | 52 | 0.04% | — | 302 | +785 | New | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 779 | 52 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JNBA Financial Advisors | History | No change | 786 | 52 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sankala Group LLC | History | No change | 781 | 51 | 0.04% | 0.05% | 303 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 756 | 50 | 0.02% | — | 304 | +756 | New | Q1 2026 | May 08, 2026 |
| Kennebec Savings Bank | History | Reduced | 720 | 48 | 0.04% | 0.05% | 305 | -161 | -18.27% | Q1 2026 | Apr 17, 2026 |
| Legacy Bridge, LLC | History | No change | 710 | 47 | 0.02% | 0.02% | 306 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bank of Jackson Hole Trust | History | No change | 680 | 45 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 650 | 43 | 0.0% | — | 308 | +650 | New | Q1 2026 | May 11, 2026 |
| Manchester Capital Management LLC | History | No change | 631 | 42 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | No change | 608 | 40 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 590 | 39 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Connections Group, Inc. | History | No change | 558 | 37 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 550 | 36 | 0.0% | — | 314 | +550 | New | Q1 2026 | Apr 29, 2026 |
| Biltmore Family Office, LLC | History | No change | 550 | 36 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Horizon Investments, LLC | History | Added to | 504 | 33 | 0.0% | 0.0% | 317 | +251 | 99.21% | Q1 2026 | May 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 480 | 33 | 0.01% | 0.01% | 315 | +92 | 23.71% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 500 | 33 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 507 | 33 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 462 | 32 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBT BANK N A /NY | History | Reduced | 443 | 29 | 0.0% | 0.0% | 320 | -500 | -53.02% | Q1 2026 | Apr 28, 2026 |
| IAG Wealth Partners, LLC | History | No change | 425 | 28 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Breakwater Investment Management | History | No change | 424 | 28 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Costello Asset Management, INC | History | No change | 412 | 27 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GAMMA Investing LLC | History | No change | 407 | 27 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 395 | 26 | 0.01% | 0.01% | 327 | -34 | -7.93% | Q1 2026 | May 11, 2026 |
| CITY HOLDING CO | History | No change | 400 | 26 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| EASTERN BANK | History | No change | 400 | 26 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Redwood Park Advisors LLC | History | No change | 387 | 25 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 368 | 24 | 0.01% | 0.01% | 329 | +8 | 2.22% | Q1 2026 | Apr 24, 2026 |
| Boreal Capital Management LLC | History | New | 349 | 23 | 0.02% | 0.02% | 332 | +349 | New | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 354 | 23 | 0.0% | 0.0% | 330 | +1 | 0.28% | Q1 2026 | Apr 21, 2026 |
| Piscataqua Savings Bank | History | No change | 350 | 23 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| IMA Advisory Services, Inc. | History | No change | 325 | 21 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 317 | 20 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 274 | 18 | 0.0% | 0.01% | 336 | +1 | 0.37% | Q1 2026 | Apr 27, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 276 | 18 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 260 | 17 | 0.0% | — | 340 | +260 | New | Q1 2026 | Apr 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 254 | 17 | 0.01% | 0.0% | 339 | -1 | -0.39% | Q1 2026 | Jun 01, 2026 |
| Clearstead Advisors, LLC | History | No change | 257 | 17 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Abound Wealth Management | History | No change | 264 | 17 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Caitlin John, LLC | History | No change | 234 | 15 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 206 | 14 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| UMB Bank, n.a. | History | No change | 215 | 14 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 215 | 14 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Bogart Wealth, LLC | History | No change | 221 | 14 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Golden State Wealth Management, LLC | History | No change | 221 | 14 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BAYBAN | History | No change | 210 | 14 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Center for Financial Planning, Inc. | History | No change | 200 | 13 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 200 | 13 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 137 | 9 | 0.0% | — | 353 | +137 | New | Q1 2026 | May 11, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 135 | 9 | 0.0% | — | 352 | +135 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 145 | 9 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 137 | 9 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 132 | 8 | 0.0% | — | 355 | +132 | New | Q1 2026 | May 08, 2026 |
| Scarborough Advisors, LLC | History | No change | 132 | 8 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Colonial Trust Advisors | History | No change | 115 | 7 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 111 | 7 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 104 | 7 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 100 | 6 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 95 | 6 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 101 | 6 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Horizons Wealth Management | History | No change | 100 | 6 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Clayton Financial Group LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Graney & King, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Russell Investments Group, Ltd. | History | No change | 80 | 5 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WFA of San Diego, LLC | History | Reduced | 70 | 4 | 0.0% | 0.0% | 366 | -20 | -22.22% | Q1 2026 | May 11, 2026 |
| Tradewinds Capital Management, LLC | History | New | 46 | 3 | 0.0% | — | 370 | +46 | New | Q1 2026 | Apr 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 50 | 3 | 0.0% | 0.0% | 367 | -25 | -33.33% | Q1 2026 | May 05, 2026 |
| ORG Partners LLC | History | No change | 49 | 3 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kilter Group LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | No change | 35 | 2 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 41 | 2 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 20 | 1 | 0.0% | — | 374 | +8 | 66.67% | Q1 2026 | May 14, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | Closed out | 0 | 0 | — | 27.45% | — | -198,306 | -100.0% | Q1 2026 | May 05, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.96% | — | -57,292 | -100.0% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -25,621 | -100.0% | Q1 2026 | Apr 29, 2026 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,482 | -100.0% | Q1 2026 | May 15, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 3.13% | — | -9,484 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,449 | -100.0% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,567 | -100.0% | Q1 2026 | May 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,440 | -100.0% | Q1 2026 | May 06, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -4,353 | -100.0% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,816 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,816 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Advisory Advocates, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -3,435 | -100.0% | Q1 2026 | May 05, 2026 |
| Apella Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,264 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,041 | -100.0% | Q1 2026 | May 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -3,001 | -100.0% | Q1 2026 | May 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,982 | -100.0% | Q1 2026 | May 07, 2026 |
| Winthrop Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,968 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Midwest Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -2,934 | -100.0% | Q1 2026 | May 01, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,930 | -100.0% | Q1 2026 | May 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,925 | -100.0% | Q1 2026 | May 21, 2026 |
| Milestones Private Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,909 | -100.0% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,904 | -100.0% | Q1 2026 | Apr 27, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.0% | — | -2,894 | -100.0% | Q1 2026 | May 01, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -899 | -100.0% | Q1 2026 | May 14, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -824 | -100.0% | Q1 2026 | May 12, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Closed out | 0 | 0 | — | 0.06% | — | -419 | -100.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -261 | -100.0% | Q1 2026 | Apr 24, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 07, 2026 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |