Sprott Physical Silver Trust - PSLV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | History | Added to | 17,725,590 | 431,643 | 1.55% | 1.54% | 1 | +634,186 | 3.71% | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 12,853,471 | 313,496 | 0.11% | 0.0% | 2 | +12,611,729 | 5217.02% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Reduced | 10,970,633 | 267,573 | 0.0% | 0.01% | 3 | -7,546,444 | -40.75% | Q1 2026 | May 13, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 9,467,883 | 229,927 | 1.23% | 1.77% | 4 | +76,736 | 0.82% | Q1 2026 | May 12, 2026 |
| Weiss Asset Management LP | History | New | 8,190,370 | 199,763 | 3.38% | — | 5 | +8,190,370 | New | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Added to | 6,152,759 | 150,065 | 0.71% | 0.74% | 6 | +765,129 | 14.2% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 4,696,226 | 114,540 | 0.01% | 0.01% | 7 | -64,535 | -1.36% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 4,557,838 | 111,165 | 0.01% | 0.0% | 8 | +4,186,307 | 1126.77% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 3,183,953 | 77,656 | 0.02% | 0.02% | 9 | -341,242 | -9.68% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,846,177 | 69,419 | 0.01% | 0.01% | 10 | -828,191 | -22.54% | Q1 2026 | May 15, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 2,219,794 | 54,082 | 24.44% | 26.08% | 11 | -3,788 | -0.17% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,025,004 | 49,389 | 0.01% | 0.0% | 12 | +1,711,953 | 546.86% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,844,288 | 45,025 | 0.01% | 0.01% | 13 | -216,198 | -10.49% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,665,146 | 40,612 | 0.15% | 0.15% | 14 | +81,917 | 5.17% | Q1 2026 | Apr 30, 2026 |
| SPROTT INC. | History | Reduced | 1,655,995 | 40,389 | 1.18% | 1.75% | 15 | -532,888 | -24.35% | Q1 2026 | May 08, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 1,650,820 | 40,263 | 2.87% | 2.83% | 16 | +1,660 | 0.1% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,595,772 | 38,921 | 0.1% | 0.07% | 17 | +450,489 | 39.33% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,594,770 | 38,896 | 0.01% | 0.01% | 18 | -75,680 | -4.53% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,457,155 | 35,540 | 0.04% | 0.04% | 19 | -196,620 | -11.89% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,379,528 | 33,646 | 0.01% | 0.01% | 20 | +273,649 | 24.74% | Q1 2026 | May 04, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 1,377,394 | 33,594 | 1.24% | 1.13% | 21 | -15,656 | -1.12% | Q1 2026 | May 07, 2026 |
| Prospera Financial Services Inc | History | Reduced | 1,342,573 | 32,745 | 0.53% | 0.59% | 22 | -182,448 | -11.96% | Q1 2026 | Apr 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,340,153 | 32,685 | 0.05% | 0.05% | 23 | -182,409 | -11.98% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,323,625 | 32,283 | 0.17% | 0.21% | 24 | +47,366 | 3.71% | Q1 2026 | May 15, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 1,059,965 | 25,852 | 2.59% | 2.8% | 25 | -133,948 | -11.22% | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,021,947 | 24,925 | 0.03% | 0.02% | 26 | +294,983 | 40.58% | Q1 2026 | May 05, 2026 |
| WIT Partners Advisory Pte. Ltd. | History | Added to | 1,007,557 | 24,574 | 7.18% | 6.59% | 27 | +159,765 | 18.84% | Q1 2026 | May 06, 2026 |
| World Investment Advisors | History | Added to | 1,003,630 | 24,478 | 0.39% | 0.34% | 28 | +113,690 | 12.78% | Q1 2026 | Apr 27, 2026 |
| Cable Car Capital, LP | History | New | 1,000,000 | 24,390 | 8.43% | — | 29 | +1,000,000 | New | Q1 2026 | May 15, 2026 |
| Basepoint Wealth LLC | History | Reduced | 973,831 | 23,751 | 13.59% | 21.56% | 30 | -526,513 | -35.09% | Q1 2026 | May 07, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 942,093 | 22,977 | 0.31% | 0.22% | 31 | +299,516 | 46.61% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 886,665 | 21,625 | 0.0% | — | 32 | +886,665 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 874,917 | 20,621 | 0.04% | 0.03% | 33 | +36,281 | 4.33% | Q1 2026 | Apr 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 799,390 | 19,497 | 0.07% | — | 34 | +799,390 | New | Q1 2026 | May 12, 2026 |
| Cedrus Wealth Group LLC | History | New | 754,153 | 18,393 | 20.47% | — | 35 | +754,153 | New | Q1 2026 | May 14, 2026 |
| Marex Group plc | History | Reduced | 744,409 | 18,156 | 0.11% | 0.13% | 36 | -107,264 | -12.59% | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 758,018 | 17,298 | 0.07% | 0.06% | 37 | +180,153 | 31.18% | Q1 2026 | May 13, 2026 |
| Asset One Wealth Management LLC | History | Added to | 672,916 | 16,365 | 1.81% | 2.3% | 38 | +22,057 | 3.39% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 650,221 | 15,858 | 0.01% | 0.02% | 39 | -102,428 | -13.61% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Added to | 635,909 | 15,509 | 0.18% | 0.17% | 40 | +19,753 | 3.21% | Q1 2026 | Apr 16, 2026 |
| Summit Financial, LLC | History | Reduced | 625,539 | 15,256 | 0.19% | 0.3% | 41 | -229,570 | -26.85% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 669,175 | 15,183 | 0.0% | 0.0% | 42 | +519,955 | 348.45% | Q1 2026 | May 13, 2026 |
| SIG North Trading, ULC | History | Added to | 620,276 | 15,128 | 0.3% | 0.15% | 43 | +279,990 | 82.28% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 617,202 | 15,053 | 0.83% | 0.82% | 44 | +2,193 | 0.36% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 595,488 | 14,565 | 0.01% | 0.0% | 45 | +51,251 | 9.42% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 577,520 | 14,085 | 0.08% | 0.01% | 46 | +503,952 | 685.02% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 572,315 | 13,958 | 0.32% | 0.42% | 47 | -147,767 | -20.52% | Q1 2026 | May 04, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 571,348 | 13,935 | 2.62% | 2.68% | 48 | +285,577 | 99.93% | Q1 2026 | Apr 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 565,316 | 13,788 | 0.57% | 0.52% | 49 | +40,512 | 7.72% | Q1 2026 | May 12, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 565,265 | 13,786 | 1.86% | 1.37% | 50 | +129,725 | 29.78% | Q1 2026 | Apr 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 545,035 | 13,293 | 0.7% | 1.35% | 51 | -511,692 | -48.42% | Q1 2026 | Apr 13, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 523,989 | 12,780 | 1.57% | 1.66% | 52 | +14,025 | 2.75% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 510,781 | 12,457 | 0.17% | 0.16% | 53 | +29,122 | 6.05% | Q1 2026 | May 15, 2026 |
| RK Capital Management, LLC/FL | History | New | 509,906 | 12,436 | 0.48% | — | 54 | +509,906 | New | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 506,242 | 12,347 | 0.02% | 0.04% | 55 | -429,014 | -45.87% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 496,290 | 12,129 | 0.84% | 0.72% | 56 | +54,523 | 12.34% | Q1 2026 | May 01, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 494,493 | 12,060 | 2.45% | 0.51% | 57 | +377,000 | 320.87% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 488,606 | 11,917 | 0.19% | 0.12% | 58 | +196,149 | 67.07% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 480,931 | 11,729 | 0.02% | 0.02% | 59 | -64,327 | -11.8% | Q1 2026 | Apr 27, 2026 |
| Hurley Capital, LLC | History | Reduced | 466,909 | 11,387 | 6.1% | 6.18% | 60 | -228 | -0.05% | Q1 2026 | May 06, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 463,560 | 11,306 | 7.0% | 8.5% | 61 | -57,370 | -11.01% | Q1 2026 | May 11, 2026 |
| Pacific Sage Partners, LLC | History | Reduced | 456,104 | 11,124 | 1.75% | 1.73% | 62 | -5,044 | -1.09% | Q1 2026 | Apr 21, 2026 |
| RIA Advisory Group LLC | History | Added to | 454,482 | 11,084 | 2.63% | 0.68% | 63 | +334,454 | 278.65% | Q1 2026 | Apr 23, 2026 |
| Grand Central Investment Group | History | Reduced | 452,087 | 11,026 | 8.16% | 13.54% | 64 | -336,582 | -42.68% | Q1 2026 | Apr 23, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 424,667 | 10,357 | 1.06% | 1.62% | 65 | -215,831 | -33.7% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 424,534 | 10,354 | 1.53% | 2.31% | 66 | -215,742 | -33.7% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 421,129 | 10,271 | 0.0% | 0.0% | 67 | +392,395 | 1365.61% | Q1 2026 | May 05, 2026 |
| Nokomis Capital, L.L.C. | History | No change | 419,082 | 10,221 | 2.93% | 2.35% | 68 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | New | 416,000 | 10,146 | 1.82% | — | 69 | +416,000 | New | Q1 2026 | May 15, 2026 |
| Anson Funds Management LP | History | New | 406,900 | 9,924 | 0.87% | — | 70 | +406,900 | New | Q1 2026 | May 14, 2026 |
| Cannell & Spears LLC | History | No change | 405,400 | 9,887 | 0.19% | 0.18% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 400,421 | 9,766 | 0.21% | 0.3% | 72 | -176,477 | -30.59% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 394,541 | 9,622 | 0.0% | 0.0% | 73 | -69,995 | -15.07% | Q1 2026 | May 15, 2026 |
| Entruity Wealth, LLC | History | Reduced | 392,663 | 9,577 | 6.5% | 6.79% | 74 | -10,045 | -2.49% | Q1 2026 | May 08, 2026 |
| Forest Hill Capital, LLC | History | No change | 388,000 | 9,463 | 6.21% | 4.69% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Reduced | 387,683 | 9,455 | 0.19% | 0.24% | 76 | -130,798 | -25.23% | Q1 2026 | Apr 17, 2026 |
| Equinox Partners Investment Management LLC | History | Reduced | 384,500 | 9,377 | 3.82% | 11.27% | 77 | -527,600 | -57.84% | Q1 2026 | Apr 24, 2026 |
| Apella Capital, LLC | History | Reduced | 353,319 | 9,324 | 0.14% | 0.18% | 78 | -24,234 | -6.42% | Q1 2026 | Apr 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 381,944 | 9,208 | 0.01% | 0.01% | 79 | +74,860 | 24.38% | Q1 2026 | May 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 373,409 | 9,107 | 0.95% | 2.02% | 80 | -549,256 | -59.53% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 373,052 | 9,098 | 0.04% | 0.04% | 81 | +5,859 | 1.6% | Q1 2026 | Apr 24, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 360,967 | 8,803 | 0.63% | 0.46% | 82 | +86,850 | 31.68% | Q1 2026 | May 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 365,063 | 8,633 | 0.4% | 0.4% | 83 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 342,440 | 8,405 | 0.45% | 0.38% | 84 | -4,169 | -1.2% | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 342,527 | 8,336 | 0.02% | 0.05% | 85 | +31,241 | 10.04% | Q1 2026 | May 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 318,118 | 7,758 | 0.35% | 0.42% | 86 | -2,500 | -0.78% | Q1 2026 | Apr 15, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 289,832 | 7,069 | 0.4% | 0.54% | 87 | -45,613 | -13.6% | Q1 2026 | May 11, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 285,584 | 6,576 | 0.65% | 0.75% | 88 | -21,553 | -7.02% | Q1 2026 | May 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 265,800 | 6,482 | 0.22% | 0.15% | 89 | -10,898 | -3.94% | Q1 2026 | Apr 23, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 262,554 | 6,403 | 0.76% | 0.73% | 90 | +33,705 | 14.73% | Q1 2026 | Apr 30, 2026 |
| Hunting Hill Global Capital, LLC | History | New | 252,248 | 6,152 | 4.77% | — | 91 | +252,248 | New | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 228,424 | 5,571 | 0.1% | 0.11% | 92 | -15,360 | -6.3% | Q1 2026 | May 11, 2026 |
| Fielder Capital Group LLC | History | Reduced | 226,262 | 5,518 | 1.2% | 2.21% | 93 | -213,117 | -48.5% | Q1 2026 | May 12, 2026 |
| New Harbor Financial Group, LLC | History | Reduced | 225,353 | 5,496 | 0.97% | 1.13% | 94 | -36,470 | -13.93% | Q1 2026 | May 05, 2026 |
| Regency Capital Management Inc.\DE | History | Reduced | 224,780 | 5,482 | 2.45% | 2.25% | 95 | -4,194 | -1.83% | Q1 2026 | May 05, 2026 |
| Knoll Capital Management, LLC | History | New | 222,160 | 5,418 | 3.01% | — | 96 | +222,160 | New | Q1 2026 | May 15, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 217,563 | 5,306 | 0.57% | 0.7% | 97 | -50,128 | -18.73% | Q1 2026 | Apr 15, 2026 |
| K.J. Harrison & Partners Inc | History | Reduced | 215,968 | 5,270 | 0.87% | 2.25% | 98 | -497,654 | -69.74% | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Added to | 214,122 | 5,222 | 0.01% | 0.01% | 99 | +19,622 | 10.09% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 211,665 | 5,162 | 0.06% | 0.06% | 100 | -11,166 | -5.01% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 205,818 | 5,019 | 0.1% | 0.16% | 101 | -146,990 | -41.66% | Q1 2026 | Apr 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 196,880 | 4,801 | 0.18% | 0.27% | 102 | -124,894 | -38.81% | Q1 2026 | Apr 28, 2026 |
| Rossby Financial, LCC | History | Reduced | 195,960 | 4,789 | 0.98% | 1.45% | 103 | -3,240 | -1.63% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 194,725 | 4,749 | 0.07% | 0.11% | 104 | -26,371 | -11.93% | Q1 2026 | May 15, 2026 |
| Manatuck Hill Partners, LLC | History | Reduced | 192,200 | 4,687 | 1.27% | 2.98% | 105 | -168,000 | -46.64% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 190,867 | 4,655 | 0.04% | 0.01% | 106 | +170,290 | 827.57% | Q1 2026 | May 15, 2026 |
| Everest Financial Group LLC | History | New | 188,965 | 4,608 | 0.76% | — | 107 | +188,965 | New | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 188,024 | 4,446 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| October Effect Ltd | History | New | 180,793 | 4,409 | 5.08% | — | 109 | +180,793 | New | Q1 2026 | Apr 21, 2026 |
| Gradient Investments LLC | History | Reduced | 179,943 | 4,388 | 0.07% | 0.07% | 110 | -2,600 | -1.42% | Q1 2026 | Apr 13, 2026 |
| XTX Topco Ltd | History | Added to | 178,437 | 4,352 | 0.08% | 0.02% | 111 | +148,996 | 506.08% | Q1 2026 | May 15, 2026 |
| Rathbones Group PLC | History | Reduced | 177,958 | 4,340 | 0.02% | 0.03% | 112 | -141,475 | -44.29% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 174,110 | 4,246 | 0.03% | 0.02% | 113 | +20,220 | 13.14% | Q1 2026 | May 05, 2026 |
| ABBINGTON INVESTMENT GROUP | History | Reduced | 171,308 | 4,178 | 2.43% | 4.39% | 114 | -100,564 | -36.99% | Q1 2026 | Apr 21, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 170,030 | 4,147 | 0.05% | 0.05% | 115 | -5,835 | -3.32% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Reduced | 165,558 | 4,037 | 0.09% | 0.1% | 116 | -30,443 | -15.53% | Q1 2026 | May 15, 2026 |
| Alpha Advisors, LLC/VA | History | Reduced | 156,706 | 3,822 | 3.02% | 4.12% | 117 | -68,964 | -30.56% | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 156,550 | 3,818 | 0.03% | — | 118 | +156,550 | New | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 155,814 | 3,800 | 0.04% | 0.04% | 119 | +22,266 | 16.67% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Reduced | 150,731 | 3,676 | 0.13% | 0.17% | 120 | -3,656 | -2.37% | Q1 2026 | May 19, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 149,175 | 3,638 | 0.12% | 0.04% | 121 | +99,344 | 199.36% | Q1 2026 | May 15, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 146,100 | 3,563 | 0.67% | 0.85% | 122 | -42,490 | -22.53% | Q1 2026 | Apr 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 145,710 | 3,553 | 0.03% | 0.04% | 123 | -28,067 | -16.15% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 145,020 | 3,537 | 0.02% | 0.02% | 124 | -33,910 | -18.95% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 144,482 | 3,523 | 0.0% | 0.0% | 125 | +40,900 | 39.49% | Q1 2026 | May 15, 2026 |
| Arkos Global Advisors | History | New | 140,600 | 3,429 | 0.43% | — | 126 | +140,600 | New | Q1 2026 | May 13, 2026 |
| SMART Wealth LLC | History | Reduced | 139,768 | 3,408 | 1.0% | 1.61% | 127 | -84,014 | -37.54% | Q1 2026 | Apr 23, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 137,028 | 3,342 | 0.46% | 1.3% | 128 | -265,900 | -65.99% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 137,018 | 3,341 | 0.1% | 0.11% | 129 | +15,375 | 12.64% | Q1 2026 | May 15, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 132,899 | 3,241 | 0.59% | 0.77% | 130 | -40,766 | -23.47% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 130,751 | 3,189 | 0.12% | 0.1% | 131 | +17,285 | 15.23% | Q1 2026 | May 12, 2026 |
| HC Advisors, LLC | History | Reduced | 126,249 | 3,079 | 2.06% | 2.37% | 132 | -18,693 | -12.9% | Q1 2026 | May 05, 2026 |
| HUB Investment Partners, LLC | History | Added to | 124,400 | 3,034 | 0.07% | 0.02% | 133 | +89,200 | 253.41% | Q1 2026 | May 15, 2026 |
| ArchPoint Investors | History | Reduced | 124,364 | 3,033 | 0.72% | 1.38% | 134 | -121,500 | -49.42% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | New | 122,807 | 2,995 | 0.04% | — | 135 | +122,807 | New | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | Added to | 119,903 | 2,924 | 0.21% | 0.21% | 136 | +1,674 | 1.42% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 119,587 | 2,916 | 0.0% | 0.0% | 137 | -12,706 | -9.6% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 118,844 | 2,898 | 0.0% | 0.01% | 138 | -95,041 | -44.44% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 118,250 | 2,884 | 0.02% | 0.02% | 139 | +8,570 | 7.81% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 117,878 | 2,875 | 0.0% | 0.0% | 140 | +1,136 | 0.97% | Q1 2026 | May 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 115,738 | 2,822 | 0.19% | 0.27% | 141 | -51,667 | -30.86% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 115,276 | 2,811 | 0.01% | 0.01% | 142 | -24,537 | -17.55% | Q1 2026 | May 04, 2026 |
| Compound Planning, Inc. | History | Added to | 114,557 | 2,794 | 0.09% | 0.08% | 143 | +71 | 0.06% | Q1 2026 | May 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 114,126 | 2,783 | 0.18% | 0.2% | 144 | -21,135 | -15.63% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 112,397 | 2,741 | 0.01% | 0.0% | 145 | +74,022 | 192.89% | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | Reduced | 107,065 | 2,611 | 0.08% | 0.09% | 146 | -1,764 | -1.62% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 104,427 | 2,546 | 0.14% | 0.07% | 147 | +55,558 | 113.69% | Q1 2026 | Apr 30, 2026 |
| American Capital Advisory, LLC | History | Reduced | 103,676 | 2,528 | 1.02% | 1.31% | 148 | -24,616 | -19.19% | Q1 2026 | Apr 29, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 103,153 | 2,515 | 0.17% | 0.21% | 149 | -31,725 | -23.52% | Q1 2026 | May 05, 2026 |
| M. Kulyk & Associates, LLC | History | New | 102,302 | 2,495 | 0.47% | — | 150 | +102,302 | New | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 99,623 | 2,429 | 0.01% | 0.01% | 151 | +4,118 | 4.31% | Q1 2026 | Apr 30, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 98,885 | 2,411 | 0.6% | 0.64% | 152 | +988 | 1.01% | Q1 2026 | Apr 29, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 97,800 | 2,385 | 0.88% | 1.38% | 153 | -66,000 | -40.29% | Q1 2026 | Apr 16, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 100,705 | 2,381 | 1.72% | 1.72% | 154 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Beutel, Goodman & Co Ltd. | History | No change | 92,500 | 2,255 | 0.02% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sicart Associates LLC | History | Reduced | 90,898 | 2,217 | 0.57% | 0.61% | 156 | -6,739 | -6.9% | Q1 2026 | Apr 21, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 90,740 | 2,213 | 0.31% | 0.29% | 157 | +1,519 | 1.7% | Q1 2026 | Apr 15, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 88,294 | 2,153 | 0.97% | 0.88% | 158 | +5,729 | 6.94% | Q1 2026 | Apr 28, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 86,992 | 2,121 | 1.35% | 1.82% | 159 | -25,928 | -22.96% | Q1 2026 | Apr 23, 2026 |
| PFG Investments, LLC | History | Reduced | 85,357 | 2,081 | 0.1% | 0.1% | 160 | -7,625 | -8.2% | Q1 2026 | Apr 27, 2026 |
| Arnhold LLC | History | Reduced | 85,000 | 2,073 | 0.15% | 0.18% | 161 | -14,500 | -14.57% | Q1 2026 | May 11, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 81,940 | 1,995 | 0.41% | 0.43% | 162 | -6,157 | -6.99% | Q1 2026 | May 08, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 81,260 | 1,981 | 0.19% | 0.22% | 163 | -14,940 | -15.53% | Q1 2026 | Apr 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 81,030 | 1,976 | 0.09% | 0.09% | 164 | -2,999 | -3.57% | Q1 2026 | May 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 80,900 | 1,973 | 0.01% | 0.01% | 165 | -21,495 | -20.99% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 80,783 | 1,970 | 0.0% | 0.0% | 166 | +8,914 | 12.4% | Q1 2026 | May 14, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 80,179 | 1,955 | 0.62% | 0.66% | 167 | +2,475 | 3.19% | Q1 2026 | May 04, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 75,487 | 1,841 | 0.08% | 0.09% | 169 | -14,605 | -16.21% | Q1 2026 | May 08, 2026 |
| GLOBAL STRATEGIC MANAGEMENT INC | History | No change | 75,500 | 1,841 | 1.53% | 1.5% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | Reduced | 73,910 | 1,802 | 0.11% | 0.12% | 170 | -3,600 | -4.64% | Q1 2026 | Apr 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 73,478 | 1,792 | 0.01% | 0.01% | 171 | +14,074 | 23.69% | Q1 2026 | Apr 24, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 69,861 | 1,703 | 0.04% | 0.06% | 172 | -26,398 | -27.42% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 69,150 | 1,686 | 0.07% | 0.05% | 173 | +51,218 | 285.62% | Q1 2026 | May 15, 2026 |
| Mountain Lake Investment Management LLC | History | Reduced | 66,874 | 1,631 | 1.05% | 1.89% | 174 | -38,502 | -36.54% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | No change | 65,549 | 1,598 | 0.05% | 0.05% | 175 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 61,931 | 1,510 | 0.01% | 0.03% | 176 | -157,111 | -71.73% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 61,764 | 1,506 | 0.02% | 0.02% | 177 | +282 | 0.46% | Q1 2026 | Apr 23, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 61,589 | 1,502 | 0.02% | 0.04% | 178 | -27,561 | -30.92% | Q1 2026 | May 18, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 61,227 | 1,493 | 0.11% | 0.1% | 179 | +33 | 0.05% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 60,498 | 1,475 | 0.03% | 0.05% | 180 | -23,202 | -27.72% | Q1 2026 | May 15, 2026 |
| Shay Capital LLC | History | New | 60,000 | 1,463 | 0.12% | — | 181 | +60,000 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 59,858 | 1,459 | 0.0% | 0.0% | 182 | +7,763 | 14.9% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 58,351 | 1,423 | 0.0% | 0.0% | 183 | +28,045 | 92.54% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 58,203 | 1,419 | 0.0% | 0.0% | 184 | -3,188 | -5.19% | Q1 2026 | May 08, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 58,008 | 1,414 | 0.31% | 0.3% | 185 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 57,590 | 1,404 | 0.17% | 0.17% | 186 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Added to | 55,884 | 1,363 | 0.41% | 0.29% | 187 | +18,084 | 47.84% | Q1 2026 | Apr 24, 2026 |
| OneAscent Financial Services LLC | History | Added to | 55,623 | 1,356 | 0.07% | 0.12% | 188 | +711 | 1.29% | Q1 2026 | Apr 21, 2026 |
| G&S Capital LLC | History | Reduced | 54,684 | 1,333 | 0.47% | 0.7% | 189 | -28,612 | -34.35% | Q1 2026 | Apr 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 54,187 | 1,324 | 0.01% | 0.01% | 190 | -4,488 | -7.65% | Q1 2026 | Apr 07, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 53,747 | 1,310 | 0.14% | 0.15% | 191 | -8,239 | -13.29% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 52,960 | 1,291 | 0.01% | — | 192 | +52,960 | New | Q1 2026 | May 12, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | Reduced | 52,807 | 1,287 | 1.07% | 1.06% | 193 | -1,834 | -3.36% | Q1 2026 | Apr 21, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 51,774 | 1,262 | 0.19% | 0.3% | 194 | -32,951 | -38.89% | Q1 2026 | May 05, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 51,540 | 1,257 | 0.62% | 0.28% | 195 | +8,220 | 18.98% | Q1 2026 | Apr 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 51,458 | 1,255 | 0.02% | 0.01% | 196 | +8,038 | 18.51% | Q1 2026 | May 11, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 51,124 | 1,246 | 0.63% | 0.79% | 197 | -6,000 | -10.5% | Q1 2026 | May 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 49,504 | 1,207 | 0.77% | 0.02% | 198 | +48,365 | 4246.27% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 48,948 | 1,193 | 0.03% | 0.03% | 199 | +3,710 | 8.2% | Q1 2026 | May 11, 2026 |
| CANTOR FITZGERALD, L. P. | History | New | 48,036 | 1,171 | 0.02% | — | 200 | +48,036 | New | Q1 2026 | May 15, 2026 |
| BCV Asset Management Inc. | History | New | 47,750 | 1,162 | 0.04% | — | 201 | +47,750 | New | Q1 2026 | May 08, 2026 |
| Wakefield Asset Management LLLP | History | Reduced | 46,467 | 1,133 | 0.3% | 0.6% | 202 | -47,718 | -50.66% | Q1 2026 | May 12, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 45,304 | 1,104 | 0.06% | 0.06% | 203 | -4,996 | -9.93% | Q1 2026 | Apr 08, 2026 |
| TRB Wealth Management, LLC | History | New | 45,194 | 1,102 | 0.16% | — | 204 | +45,194 | New | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Reduced | 45,168 | 1,101 | 0.05% | 0.07% | 205 | -13,375 | -22.85% | Q1 2026 | May 05, 2026 |
| Providence Wealth Advisors, LLC | History | Added to | 45,048 | 1,099 | 0.7% | 0.61% | 206 | +6,485 | 16.82% | Q1 2026 | May 05, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 44,377 | 1,082 | 0.49% | 0.49% | 207 | +5,295 | 13.55% | Q1 2026 | Apr 28, 2026 |
| Lane Generational LLC | History | No change | 44,334 | 1,081 | 0.86% | 0.95% | 208 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 43,970 | 1,072 | 0.15% | 0.15% | 209 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 43,861 | 1,069 | 0.12% | 0.12% | 211 | +14,571 | 49.75% | Q1 2026 | May 11, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Reduced | 43,849 | 1,069 | 0.11% | 0.11% | 210 | -500 | -1.13% | Q1 2026 | May 15, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 43,227 | 1,054 | 0.26% | 0.23% | 212 | +3,795 | 9.62% | Q1 2026 | Apr 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 42,715 | 1,041 | 0.02% | 0.03% | 213 | -21,187 | -33.16% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Added to | 42,604 | 1,038 | 0.06% | 0.04% | 214 | +2,382 | 5.92% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 41,917 | 1,022 | 0.12% | 0.21% | 215 | -23,182 | -35.61% | Q1 2026 | May 15, 2026 |
| Exit Wealth Advisors, LLC. | History | Reduced | 41,182 | 1,004 | 0.52% | 1.72% | 216 | -81,512 | -66.44% | Q1 2026 | May 11, 2026 |
| Csenge Advisory Group | History | Added to | 39,297 | 958 | 0.04% | 0.03% | 217 | +11,960 | 43.75% | Q1 2026 | Apr 30, 2026 |
| Black Diamond Financial, LLC | History | New | 38,137 | 930 | 0.1% | — | 218 | +38,137 | New | Q1 2026 | May 05, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Added to | 38,019 | 927 | 0.21% | 0.2% | 219 | +200 | 0.53% | Q1 2026 | May 15, 2026 |
| DAGCO, INC. | History | Added to | 37,584 | 916 | 0.2% | 0.2% | 220 | +900 | 2.45% | Q1 2026 | Apr 20, 2026 |
| TrustWell Financial Advisors, LLC | History | Reduced | 37,032 | 903 | 0.85% | 2.07% | 221 | -53,474 | -59.08% | Q1 2026 | May 07, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | Added to | 36,928 | 900 | 0.97% | 0.36% | 222 | +22,665 | 158.91% | Q1 2026 | Apr 20, 2026 |
| Sowell Financial Services LLC | History | Added to | 36,635 | 893 | 0.03% | 0.02% | 224 | +12,173 | 49.76% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 36,642 | 893 | 0.01% | 0.01% | 223 | +366 | 1.01% | Q1 2026 | Apr 15, 2026 |
| Veracity Capital LLC | History | Reduced | 36,549 | 891 | 0.32% | 0.26% | 225 | -477 | -1.29% | Q1 2026 | Apr 09, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 36,452 | 889 | 0.6% | 0.61% | 226 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 36,245 | 884 | 0.09% | 0.08% | 227 | +750 | 2.11% | Q1 2026 | Apr 30, 2026 |
| Discipline Wealth Solutions, LLC | History | New | 35,922 | 876 | 0.09% | — | 228 | +35,922 | New | Q1 2026 | Apr 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 35,839 | 874 | 0.02% | 0.03% | 229 | -17,638 | -32.98% | Q1 2026 | Apr 07, 2026 |
| ADE, LLC | History | Added to | 35,184 | 858 | 0.41% | 0.38% | 230 | +1,707 | 5.1% | Q1 2026 | May 14, 2026 |
| Kiker Wealth Management, LLC | History | New | 34,881 | 850 | 0.41% | — | 233 | +34,881 | New | Q1 2026 | May 06, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 34,862 | 850 | 0.19% | 0.18% | 231 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Allen Capital Group, LLC | History | No change | 35,950 | 850 | 0.08% | 0.08% | 232 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 34,655 | 848 | 0.05% | 0.05% | 234 | -4,017 | -10.39% | Q1 2026 | Apr 17, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 34,124 | 832 | 0.01% | 0.01% | 235 | -4,751 | -12.22% | Q1 2026 | May 12, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Reduced | 33,925 | 827 | 0.1% | 0.1% | 236 | -300 | -0.88% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | Added to | 33,900 | 826 | 0.02% | 0.02% | 237 | +3,993 | 13.35% | Q1 2026 | May 13, 2026 |
| Latitude Advisors, LLC | History | Reduced | 33,789 | 824 | 0.38% | 0.36% | 238 | -680 | -1.97% | Q1 2026 | Apr 27, 2026 |
| MATAURO, LLC | History | Reduced | 32,991 | 804 | 0.12% | 0.12% | 239 | -1,062 | -3.12% | Q1 2026 | Apr 22, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 32,712 | 797 | 0.06% | 0.1% | 240 | -22,967 | -41.25% | Q1 2026 | May 15, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 32,585 | 794 | 0.24% | 0.24% | 241 | -155 | -0.47% | Q1 2026 | Apr 06, 2026 |
| Ignite Planners, LLC | History | Added to | 31,786 | 790 | 0.12% | 0.09% | 242 | +10,136 | 46.82% | Q1 2026 | Apr 17, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 32,090 | 782 | 0.01% | 0.01% | 243 | +90 | 0.28% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 104,907 | 780 | 0.04% | 0.01% | 244 | -18,236 | -14.81% | Q1 2026 | May 15, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 31,825 | 776 | 0.31% | 0.57% | 245 | -30,925 | -49.28% | Q1 2026 | Apr 29, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 31,387 | 765 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 31,120 | 759 | 0.05% | 0.05% | 247 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Castleview Partners, LLC | History | Reduced | 30,651 | 747 | 0.38% | 0.43% | 248 | -6,085 | -16.56% | Q1 2026 | May 01, 2026 |
| Farringdon Capital, Ltd. | History | New | 30,109 | 734 | 0.16% | — | 249 | +30,109 | New | Q1 2026 | May 15, 2026 |
| Elequin Capital, LP | History | New | 30,000 | 731 | 0.06% | — | 251 | +30,000 | New | Q1 2026 | May 11, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | No change | 30,000 | 731 | 0.3% | 0.29% | 250 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 29,709 | 724 | 0.06% | 0.03% | 252 | +12,582 | 73.46% | Q1 2026 | May 12, 2026 |
| O'Brien Greene & Co. Inc | History | Reduced | 29,688 | 724 | 0.2% | 0.24% | 253 | -4,000 | -11.87% | Q1 2026 | May 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 29,422 | 717 | 0.01% | — | 254 | +29,422 | New | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 29,038 | 708 | 0.01% | 0.01% | 255 | +1,735 | 6.35% | Q1 2026 | Apr 28, 2026 |
| VanWeelden Wealth Management, LLC | History | Added to | 28,706 | 700 | 0.56% | 0.49% | 256 | +2,332 | 8.84% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 28,233 | 689 | 0.02% | 0.02% | 257 | +3,684 | 15.01% | Q1 2026 | Apr 21, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 27,826 | 678 | 0.16% | 0.15% | 258 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Waratah Capital Advisors Ltd. | History | No change | 27,777 | 677 | 0.03% | 0.02% | 259 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 27,172 | 662 | 0.06% | 0.05% | 260 | +3,551 | 15.03% | Q1 2026 | May 04, 2026 |
| Atria Investments, Inc | History | Added to | 26,775 | 653 | 0.01% | 0.0% | 261 | +16,850 | 169.77% | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 26,587 | 648 | 0.04% | 0.03% | 262 | +5,057 | 23.49% | Q1 2026 | May 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 26,421 | 644 | 0.01% | 0.01% | 263 | -15,781 | -37.39% | Q1 2026 | May 04, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 26,298 | 641 | 0.05% | 0.08% | 264 | -10,315 | -28.17% | Q1 2026 | Apr 27, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 25,942 | 633 | 0.05% | 0.09% | 265 | -19,058 | -42.35% | Q1 2026 | May 14, 2026 |
| Insight Inv LLC | History | No change | 25,750 | 628 | 0.34% | 0.34% | 266 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | New | 25,400 | 619 | 0.21% | — | 267 | +25,400 | New | Q1 2026 | May 12, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 25,350 | 618 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 25,182 | 614 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 24,925 | 607 | 0.0% | 0.0% | 270 | -5,267 | -17.45% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 24,669 | 601 | 0.01% | 0.0% | 271 | +9,577 | 63.46% | Q1 2026 | May 01, 2026 |
| LexAurum Advisors, LLC | History | New | 24,470 | 596 | 0.08% | — | 272 | +24,470 | New | Q1 2026 | Apr 13, 2026 |
| Perennial Investment Advisors, LLC | History | New | 24,465 | 596 | 0.05% | — | 273 | +24,465 | New | Q1 2026 | May 15, 2026 |
| Hiley Hunt Wealth Management | History | New | 24,430 | 595 | 0.26% | — | 274 | +24,430 | New | Q1 2026 | Apr 06, 2026 |
| Chicago Capital, LLC | History | No change | 24,000 | 585 | 0.02% | 0.01% | 275 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Apollon Financial, LLC | History | Reduced | 23,633 | 576 | 0.08% | 0.09% | 276 | -3,252 | -12.1% | Q1 2026 | Apr 22, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 23,606 | 575 | 0.09% | 0.08% | 277 | +2,706 | 12.95% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 24,260 | 573 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 16,610 | 567 | 0.99% | — | 279 | +16,610 | New | Q1 2026 | May 11, 2026 |
| Westmount Partners, LLC | History | New | 22,866 | 557 | 0.14% | — | 280 | +22,866 | New | Q1 2026 | Apr 16, 2026 |
| Nikulski Financial, Inc. | History | New | 22,782 | 555 | 0.14% | — | 281 | +22,782 | New | Q1 2026 | May 14, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | New | 22,480 | 548 | 0.12% | — | 282 | +22,480 | New | Q1 2026 | Apr 15, 2026 |
| IPG Investment Advisors LLC | History | No change | 22,390 | 546 | 0.09% | 0.09% | 283 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bill Few Associates, Inc. | History | No change | 22,150 | 540 | 0.13% | 0.13% | 284 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 21,910 | 534 | 0.0% | 0.0% | 285 | +17,580 | 406.0% | Q1 2026 | May 13, 2026 |
| Pacific Wealth Management | History | Added to | 21,843 | 532 | 0.29% | 0.16% | 286 | +6,809 | 45.29% | Q1 2026 | May 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 21,380 | 521 | 0.01% | 0.01% | 287 | +8,100 | 60.99% | Q1 2026 | May 04, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 21,256 | 518 | 0.08% | 0.1% | 288 | +2,338 | 12.36% | Q1 2026 | May 11, 2026 |
| Arlington Trust Co LLC | History | No change | 21,101 | 514 | 0.05% | 0.05% | 289 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CIBC Bancorp USA Inc. | History | New | 21,060 | 513 | 0.0% | — | 290 | +21,060 | New | Q1 2026 | May 12, 2026 |
| Ascentis Independent Advisors | History | New | 20,938 | 510 | 0.04% | — | 291 | +20,938 | New | Q1 2026 | Apr 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 20,695 | 504 | 0.02% | 0.02% | 292 | +3,255 | 18.66% | Q1 2026 | Apr 28, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 20,644 | 503 | 0.08% | 0.08% | 293 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 20,600 | 502 | 0.04% | 0.05% | 294 | -1,000 | -4.63% | Q1 2026 | Apr 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 20,457 | 498 | 0.0% | 0.0% | 295 | +3,875 | 23.37% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 20,012 | 488 | 0.0% | 0.0% | 296 | -7,060 | -26.08% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 19,000 | 488 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Delta Investment Management, LLC | History | Added to | 19,998 | 487 | 0.09% | 0.04% | 298 | +9,534 | 91.11% | Q1 2026 | May 12, 2026 |
| Melia Wealth LLC | History | No change | 19,623 | 478 | 0.23% | 0.21% | 299 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 19,333 | 471 | 0.03% | 0.03% | 300 | +160 | 0.83% | Q1 2026 | Apr 20, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 19,203 | 468 | 0.12% | 0.14% | 301 | -2,734 | -12.46% | Q1 2026 | May 06, 2026 |
| Total Wealth Planning & Management, Inc. | History | Added to | 19,166 | 467 | 0.34% | 0.33% | 302 | +306 | 1.62% | Q1 2026 | May 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 18,800 | 458 | 0.02% | 0.03% | 303 | -5,050 | -21.17% | Q1 2026 | Apr 15, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 16,240 | 457 | 0.03% | 0.03% | 304 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 18,373 | 448 | 0.02% | 0.02% | 305 | -999 | -5.16% | Q1 2026 | Apr 14, 2026 |
| Vise Technologies, Inc. | History | No change | 18,909 | 447 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Reduced | 18,198 | 443 | 0.0% | 0.0% | 307 | -2,283 | -11.15% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 17,575 | 428 | 0.0% | 0.0% | 308 | -12,124 | -40.82% | Q1 2026 | May 15, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 17,383 | 423 | 0.05% | 0.04% | 309 | +3,133 | 21.99% | Q1 2026 | May 01, 2026 |
| JT Stratford LLC | History | New | 16,822 | 410 | 0.05% | — | 310 | +16,822 | New | Q1 2026 | May 15, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 16,723 | 407 | 0.03% | 0.04% | 311 | -5,197 | -23.71% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 16,472 | 401 | 0.01% | 0.01% | 312 | +950 | 6.12% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 16,410 | 400 | 0.01% | 0.01% | 313 | -304 | -1.82% | Q1 2026 | Apr 07, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 16,970 | 399 | 0.21% | 0.36% | 314 | -8,005 | -32.05% | Q1 2026 | May 06, 2026 |
| Permanent Capital Management, LP | History | Reduced | 16,723 | 398 | 0.06% | 0.1% | 315 | -5,197 | -23.71% | Q1 2026 | May 14, 2026 |
| NICOLET BANKSHARES INC | History | New | 16,240 | 396 | 0.01% | — | 316 | +16,240 | New | Q1 2026 | May 14, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 16,100 | 392 | 0.04% | 0.05% | 317 | -3,900 | -19.5% | Q1 2026 | Apr 23, 2026 |
| Mendota Financial Group, LLC | History | No change | 16,000 | 390 | 0.29% | 0.28% | 318 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MAI Capital Management | History | Reduced | 15,872 | 387 | 0.0% | 0.01% | 319 | -79,804 | -83.41% | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 15,892 | 387 | 0.05% | 0.13% | 320 | -29,125 | -64.7% | Q1 2026 | May 05, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 15,821 | 385 | 0.02% | 0.02% | 321 | +2,562 | 19.32% | Q1 2026 | Apr 27, 2026 |
| Clarity Financial LLC | History | Reduced | 15,548 | 379 | 0.04% | 0.04% | 322 | -3,683 | -19.15% | Q1 2026 | May 01, 2026 |
| Global View Capital Management LLC | History | Reduced | 15,512 | 378 | 0.1% | 0.1% | 323 | -7,064 | -31.29% | Q1 2026 | May 04, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 14,525 | 373 | 0.02% | 0.03% | 325 | -2,230 | -13.31% | Q1 2026 | Apr 20, 2026 |
| NOVEM GROUP | History | No change | 15,325 | 373 | 0.04% | 0.04% | 324 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CERTUITY, LLC | History | Added to | 15,248 | 371 | 0.02% | 0.02% | 326 | +1,158 | 8.22% | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 15,200 | 370 | 0.0% | 0.0% | 327 | -100 | -0.65% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Added to | 15,000 | 365 | 0.01% | 0.0% | 328 | +5,000 | 50.0% | Q1 2026 | May 11, 2026 |
| SPWM Advisors LLC | History | Reduced | 13,000 | 365 | 0.32% | 0.34% | 330 | -2,000 | -13.33% | Q1 2026 | May 14, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 15,000 | 365 | 0.11% | 0.1% | 329 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 14,940 | 364 | 0.01% | 0.04% | 332 | -87,975 | -85.48% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 14,941 | 364 | 0.0% | 0.0% | 331 | -1 | -0.01% | Q1 2026 | May 05, 2026 |
| Heritage Trust Co | History | No change | 14,799 | 360 | 0.04% | 0.04% | 333 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 15,850 | 359 | 0.02% | 0.01% | 334 | +3,100 | 24.31% | Q1 2026 | Apr 24, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 14,696 | 358 | 0.2% | 0.25% | 335 | -5,000 | -25.39% | Q1 2026 | May 05, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 14,265 | 356 | 0.01% | 0.02% | 336 | -5,701 | -28.55% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 14,521 | 354 | 0.0% | 0.0% | 337 | +10,554 | 266.04% | Q1 2026 | May 07, 2026 |
| E&G Advisors, LP | History | No change | 14,500 | 353 | 0.08% | 0.08% | 338 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HM PAYSON & CO | History | Reduced | 14,350 | 349 | 0.01% | 0.01% | 339 | -3,250 | -18.47% | Q1 2026 | Apr 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 14,316 | 349 | 0.13% | 0.12% | 340 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 14,738 | 347 | 0.03% | 0.04% | 341 | -1,125 | -7.09% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 14,384 | 346 | 0.0% | 0.0% | 342 | +914 | 6.79% | Q1 2026 | May 01, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 14,004 | 342 | 0.0% | 0.0% | 343 | +5,319 | 61.24% | Q1 2026 | Apr 07, 2026 |
| Balefire, LLC | History | Added to | 13,875 | 338 | 0.06% | 0.05% | 344 | +2,242 | 19.27% | Q1 2026 | May 07, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 13,841 | 337 | 0.0% | 0.01% | 345 | -17,404 | -55.7% | Q1 2026 | Apr 17, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 13,775 | 335 | 0.0% | 0.0% | 346 | -4,550 | -24.83% | Q1 2026 | May 14, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 13,464 | 328 | 0.2% | — | 349 | +13,464 | New | Q1 2026 | Apr 28, 2026 |
| Main Street Group, LTD | History | Reduced | 13,475 | 328 | 0.1% | 0.17% | 347 | -6,825 | -33.62% | Q1 2026 | May 06, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 13,882 | 328 | 0.1% | 0.1% | 348 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| V. M. MANNING & CO., INC. | History | No change | 13,588 | 321 | 0.32% | 0.32% | 350 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Auxano Advisors, LLC | History | New | 13,151 | 320 | 0.06% | — | 351 | +13,151 | New | Q1 2026 | May 01, 2026 |
| NovaPoint Capital, LLC | History | Added to | 12,864 | 313 | 0.08% | 0.07% | 352 | +1,584 | 14.04% | Q1 2026 | May 06, 2026 |
| Crown Wealth Group, LLC | History | New | 12,738 | 310 | 0.09% | — | 353 | +12,738 | New | Q1 2026 | Apr 21, 2026 |
| Sharp Wealth Advisory, LLC | History | Reduced | 12,700 | 309 | 0.15% | 0.2% | 354 | -4,000 | -23.95% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 12,485 | 304 | 0.0% | 0.0% | 355 | +100 | 0.81% | Q1 2026 | May 11, 2026 |
| AlphaStar Capital Management, LLC | History | New | 12,318 | 300 | 0.02% | — | 356 | +12,318 | New | Q1 2026 | Apr 15, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 12,275 | 299 | 0.11% | 0.65% | 357 | -58,600 | -82.68% | Q1 2026 | Apr 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 12,276 | 299 | 0.0% | — | 358 | +12,276 | New | Q1 2026 | May 15, 2026 |
| TCFG Investment Advisors, LLC | History | New | 12,275 | 299 | 0.11% | — | 359 | +12,275 | New | Q1 2026 | May 05, 2026 |
| LVW Advisors, LLC | History | New | 12,165 | 296 | 0.03% | — | 360 | +12,165 | New | Q1 2026 | Apr 20, 2026 |
| Crane Advisory, LLC | History | Added to | 11,539 | 295 | 0.04% | 0.05% | 361 | +570 | 5.2% | Q1 2026 | Apr 20, 2026 |
| Sendero Wealth Management, LLC | History | No change | 12,000 | 292 | 0.03% | 0.03% | 362 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | New | 11,830 | 288 | 0.22% | — | 363 | +11,830 | New | Q1 2026 | Apr 23, 2026 |
| SouthState Bank Corp | History | No change | 11,695 | 285 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,623 | 283 | 0.0% | 0.0% | 365 | +828 | 7.67% | Q1 2026 | Apr 20, 2026 |
| Hedges Asset Management LLC | History | No change | 12,000 | 283 | 0.2% | 0.2% | 366 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Krilogy Financial LLC | History | No change | 11,000 | 281 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Modern Wealth Management, LLC | History | Added to | 11,426 | 279 | 0.0% | 0.0% | 369 | +1,116 | 10.82% | Q1 2026 | May 14, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 11,446 | 279 | 0.08% | 0.09% | 370 | -150 | -1.29% | Q1 2026 | Apr 20, 2026 |
| Bank Pictet & Cie (Europe) AG | History | No change | 11,449 | 279 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TRUIST FINANCIAL CORP | History | New | 11,418 | 278 | 0.0% | — | 371 | +11,418 | New | Q1 2026 | Apr 27, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | New | 11,295 | 275 | 0.04% | — | 372 | +11,295 | New | Q1 2026 | Apr 15, 2026 |
| Diligent Investors, LLC | History | Added to | 11,200 | 273 | 0.07% | 0.05% | 373 | +2,250 | 25.14% | Q1 2026 | Apr 15, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 11,189 | 272 | 0.09% | 0.1% | 374 | -270 | -2.36% | Q1 2026 | May 08, 2026 |
| Kaizen Financial Strategies | History | Added to | 10,600 | 271 | 0.11% | 0.1% | 376 | +800 | 8.16% | Q1 2026 | May 01, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 11,125 | 271 | 0.05% | 0.04% | 375 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 9,636 | 270 | 0.22% | 2.47% | 378 | -114,836 | -92.26% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 11,083 | 270 | 0.02% | 0.02% | 377 | +2,571 | 30.2% | Q1 2026 | May 12, 2026 |
| Anfield Capital Management, LLC | History | No change | 10,930 | 266 | 0.07% | 0.08% | 379 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 10,844 | 264 | 0.08% | 0.05% | 380 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 10,300 | 251 | 0.0% | — | 381 | +10,300 | New | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 10,191 | 248 | 0.03% | — | 382 | +10,191 | New | Q1 2026 | May 04, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 10,096 | 246 | 0.06% | 0.08% | 383 | -4,041 | -28.58% | Q1 2026 | Apr 17, 2026 |
| Richard C. Young & CO., LTD. | History | No change | 10,047 | 245 | 0.02% | 0.02% | 384 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| St. Louis Financial Planners Asset Management, LLC | History | No change | 10,010 | 244 | 0.14% | 0.15% | 385 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | New | 10,000 | 243 | 0.04% | — | 389 | +10,000 | New | Q1 2026 | May 13, 2026 |
| LGL PARTNERS, LLC | History | New | 10,000 | 243 | 0.1% | — | 390 | +10,000 | New | Q1 2026 | May 14, 2026 |
| Welch Group, LLC | History | No change | 9,993 | 243 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Composition Wealth, LLC | History | No change | 10,000 | 243 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 9,998 | 243 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 9,930 | 242 | 0.01% | — | 392 | +9,930 | New | Q1 2026 | Apr 28, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 9,958 | 242 | 0.14% | 0.13% | 391 | -2,005 | -16.76% | Q1 2026 | May 04, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 9,872 | 240 | 0.01% | 0.02% | 393 | -1,955 | -16.53% | Q1 2026 | May 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 9,835 | 239 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 9,790 | 238 | 0.0% | 0.0% | 395 | -138 | -1.39% | Q1 2026 | May 15, 2026 |
| Guild Investment Management, Inc. | History | New | 9,700 | 236 | 0.17% | — | 396 | +9,700 | New | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 9,581 | 233 | 0.01% | 0.01% | 397 | -240 | -2.44% | Q1 2026 | Apr 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 9,518 | 232 | 0.01% | 0.01% | 398 | +1,358 | 16.64% | Q1 2026 | May 18, 2026 |
| Concorde Asset Management, LLC | History | No change | 9,738 | 230 | 0.09% | 0.09% | 399 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | No change | 9,450 | 230 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 9,405 | 229 | 0.09% | 0.1% | 401 | -395 | -4.03% | Q1 2026 | May 05, 2026 |
| HT Partners LLC | History | No change | 9,400 | 229 | 0.07% | 0.07% | 402 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Montis Financial, LLC | History | No change | 9,400 | 229 | 0.05% | 0.04% | 403 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 9,348 | 227 | 0.01% | — | 404 | +9,348 | New | Q1 2026 | Apr 27, 2026 |
| Beacon Financial Advisory LLC | History | No change | 9,250 | 225 | 0.05% | 0.05% | 405 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Capital Planning Advisors, LLC | History | No change | 9,125 | 222 | 0.03% | 0.03% | 406 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 9,100 | 221 | 0.08% | 0.07% | 407 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Advisors Wealth Management, LLC | History | New | 9,000 | 219 | 0.03% | — | 409 | +9,000 | New | Q1 2026 | Apr 08, 2026 |
| Apriem Advisors | History | No change | 9,000 | 219 | 0.02% | 0.02% | 408 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Forum Financial Management, LP | History | No change | 8,850 | 215 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 8,725 | 212 | 0.01% | 0.01% | 411 | -700 | -7.43% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 8,896 | 210 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GFI Investment Counsel Ltd. | History | New | 8,520 | 207 | 0.03% | — | 413 | +8,520 | New | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 8,374 | 204 | 0.0% | 0.0% | 414 | +3,504 | 71.95% | Q1 2026 | May 14, 2026 |
| Hexagon Capital Partners LLC | History | New | 8,312 | 202 | 0.03% | — | 415 | +8,312 | New | Q1 2026 | May 04, 2026 |
| Mayfair Advisory Group, LLC | History | New | 8,210 | 200 | 0.07% | — | 416 | +8,210 | New | Q1 2026 | Apr 21, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 8,440 | 199 | 0.12% | 0.12% | 417 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 8,133 | 198 | 0.0% | — | 418 | +8,133 | New | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 7,144 | 174 | 0.01% | 0.01% | 419 | +334 | 4.9% | Q1 2026 | May 12, 2026 |
| Activest Wealth Management | History | New | 7,046 | 171 | 0.03% | — | 420 | +7,046 | New | Q1 2026 | Apr 15, 2026 |
| Parvin Asset Management, LLC | History | No change | 6,913 | 168 | 0.12% | 0.13% | 421 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | New | 6,200 | 151 | 0.01% | — | 422 | +6,200 | New | Q1 2026 | Apr 28, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 6,056 | 147 | 0.11% | 0.11% | 423 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 6,000 | 146 | 0.03% | — | 425 | +6,000 | New | Q1 2026 | May 15, 2026 |
| Millstone Evans Group, LLC | History | No change | 6,000 | 146 | 0.09% | 0.08% | 424 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Dogwood Wealth Management LLC | History | New | 5,950 | 145 | 0.06% | — | 426 | +5,950 | New | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Reduced | 5,887 | 143 | 0.0% | 0.01% | 427 | -5,800 | -49.63% | Q1 2026 | Apr 22, 2026 |
| WEBSTER BANK, N. A. | History | New | 5,600 | 136 | 0.01% | — | 428 | +5,600 | New | Q1 2026 | Apr 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 5,451 | 132 | 0.0% | 0.0% | 429 | -3,719 | -40.56% | Q1 2026 | Apr 20, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 5,400 | 131 | 0.01% | 0.05% | 430 | -12,600 | -70.0% | Q1 2026 | May 11, 2026 |
| Community Financial Services Group, LLC | History | New | 5,325 | 130 | 0.02% | — | 431 | +5,325 | New | Q1 2026 | Apr 08, 2026 |
| IFP Advisors, Inc | History | No change | 5,095 | 124 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 5,000 | 121 | 0.06% | 0.06% | 433 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| City State Bank | History | No change | 5,000 | 121 | 0.03% | 0.03% | 434 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 4,693 | 114 | 0.02% | 0.07% | 435 | -9,000 | -65.73% | Q1 2026 | May 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 4,078 | 99 | 0.02% | — | 436 | +4,078 | New | Q1 2026 | May 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 3,700 | 90 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 3,652 | 89 | 0.0% | 0.0% | 438 | -500 | -12.04% | Q1 2026 | Apr 07, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 3,530 | 86 | 0.01% | 0.04% | 440 | -5,412 | -60.52% | Q1 2026 | May 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 3,651 | 86 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,503 | 85 | 0.0% | 0.0% | 441 | -8,711 | -71.32% | Q1 2026 | May 14, 2026 |
| Caitlin John, LLC | History | Reduced | 3,500 | 85 | 0.05% | 0.13% | 442 | -4,825 | -57.96% | Q1 2026 | May 13, 2026 |
| Asset Planning,Inc | History | New | 3,500 | 85 | 0.06% | — | 444 | +3,500 | New | Q1 2026 | Apr 23, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 3,510 | 85 | 0.08% | 0.08% | 443 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 3,140 | 76 | 0.02% | 0.01% | 445 | +1,570 | 100.0% | Q1 2026 | Apr 06, 2026 |
| Root Financial Partners, LLC | History | New | 3,000 | 73 | 0.0% | — | 447 | +3,000 | New | Q1 2026 | Apr 24, 2026 |
| Costello Asset Management, INC | History | Added to | 3,000 | 73 | 0.03% | 0.01% | 446 | +1,300 | 76.47% | Q1 2026 | Apr 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,912 | 71 | 0.0% | 0.02% | 448 | -11,647 | -80.0% | Q1 2026 | Apr 13, 2026 |
| Bulwark Capital Corp | History | Added to | 2,930 | 71 | 0.04% | 0.02% | 449 | +1,480 | 102.07% | Q1 2026 | Apr 07, 2026 |
| Redwood Park Advisors LLC | History | Added to | 2,712 | 66 | 0.04% | 0.04% | 450 | +107 | 4.11% | Q1 2026 | May 04, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,629 | 64 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | No change | 2,600 | 63 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,500 | 60 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | No change | 2,500 | 60 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Princeton Global Asset Management LLC | History | No change | 2,500 | 60 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,229 | 54 | 0.0% | 0.0% | 456 | +1,910 | 598.75% | Q1 2026 | May 15, 2026 |
| Hara Capital LLC | History | Reduced | 2,225 | 54 | 0.03% | 0.04% | 457 | -450 | -16.82% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,366 | 53 | 0.0% | 0.0% | 458 | +2,266 | 2266.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,027 | 49 | 0.0% | 0.0% | 459 | -927 | -31.38% | Q1 2026 | Apr 27, 2026 |
| FNY Investment Advisers, LLC | History | New | 2,000 | 48 | 0.02% | — | 461 | +2,000 | New | Q1 2026 | Apr 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,005 | 48 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | No change | 1,953 | 47 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LRI Investments, LLC | History | No change | 1,750 | 42 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,695 | 41 | 0.0% | 0.0% | 464 | -2,700 | -61.43% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,600 | 39 | 0.0% | 0.0% | 465 | -800 | -33.33% | Q1 2026 | Apr 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,550 | 37 | 0.0% | 0.0% | 466 | -150 | -8.82% | Q1 2026 | Apr 30, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,504 | 36 | 0.0% | 0.0% | 467 | -996 | -39.84% | Q1 2026 | Apr 17, 2026 |
| ORG Partners LLC | History | No change | 1,550 | 36 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bank & Trust Co | History | No change | 1,500 | 36 | 0.02% | 0.02% | 469 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MOTCO | History | New | 1,445 | 35 | 0.0% | — | 470 | +1,445 | New | Q1 2026 | Apr 22, 2026 |
| Purpose Unlimited Inc. | History | Added to | 1,350 | 32 | 0.0% | 0.0% | 472 | +150 | 12.5% | Q1 2026 | May 15, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,386 | 32 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hilltop National Bank | History | No change | 1,250 | 30 | 0.01% | 0.01% | 473 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Luminist Capital LLC | History | Reduced | 1,200 | 29 | 0.04% | 0.06% | 475 | -800 | -40.0% | Q1 2026 | Apr 24, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,200 | 29 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| First Pacific Financial | History | No change | 1,112 | 27 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 1,061 | 25 | 0.0% | 0.01% | 477 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Evelyn Partners Investment Management LLP | History | New | 1,000 | 24 | 0.0% | — | 478 | +1,000 | New | Q1 2026 | May 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 862 | 21 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 805 | 19 | 0.0% | — | 480 | +805 | New | Q1 2026 | Apr 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 750 | 18 | 0.0% | 0.0% | 481 | -800 | -51.61% | Q1 2026 | May 13, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 750 | 18 | 0.01% | 0.0% | 482 | +250 | 50.0% | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | New | 687 | 16 | 0.0% | — | 484 | +687 | New | Q1 2026 | Apr 13, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | New | 678 | 16 | 0.0% | — | 483 | +678 | New | Q1 2026 | Apr 20, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 652 | 15 | 0.0% | — | 487 | +652 | New | Q1 2026 | May 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 643 | 15 | 0.0% | — | 486 | +643 | New | Q1 2026 | May 05, 2026 |
| Gen-Wealth Partners Inc | History | New | 640 | 15 | 0.0% | — | 488 | +640 | New | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 660 | 15 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Management Professionals, Inc. | History | No change | 600 | 14 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 572 | 13 | 0.0% | 0.0% | 490 | -11 | -1.89% | Q1 2026 | Apr 24, 2026 |
| Cheviot Value Management, LLC | History | New | 500 | 12 | 0.0% | — | 493 | +500 | New | Q1 2026 | May 12, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 530 | 12 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Gould Capital, LLC | History | No change | 500 | 12 | 0.01% | 0.01% | 492 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 400 | 9 | 0.0% | — | 494 | +400 | New | Q1 2026 | May 07, 2026 |
| SWAN Capital LLC | History | No change | 333 | 8 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | New | 288 | 7 | 0.0% | — | 497 | +288 | New | Q1 2026 | Apr 03, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 300 | 7 | 0.0% | 0.0% | 496 | -68 | -18.48% | Q1 2026 | May 11, 2026 |
| BFSG, LLC | History | No change | 240 | 5 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Trask Adam Roland | History | New | 200 | 4 | 0.0% | — | 500 | +200 | New | Q1 2026 | May 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 170 | 4 | 0.0% | 0.0% | 499 | +20 | 13.33% | Q1 2026 | Apr 16, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 125 | 3 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Reduced | 95 | 2 | 0.0% | 0.0% | 502 | -132 | -58.15% | Q1 2026 | May 06, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Reduced | 51 | 1 | 0.0% | 0.0% | 505 | -101 | -66.45% | Q1 2026 | Apr 30, 2026 |
| REAP Financial Group, LLC | History | New | 60 | 1 | 0.0% | — | 507 | +60 | New | Q1 2026 | May 11, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | No change | 100 | 1 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Triumph Capital Management | History | No change | 50 | 1 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 64 | 1 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Polar Asset Management Partners Inc. | History | Closed out | 0 | 0 | — | 1.03% | — | -3,437,232 | -100.0% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.05% | — | -796,744 | -100.0% | Q1 2026 | May 12, 2026 |
| HATCH COVE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 7.3% | — | -790,900 | -100.0% | Q1 2026 | Apr 15, 2026 |
| COHEN & STEERS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -652,145 | -100.0% | Q1 2026 | May 15, 2026 |
| PenderFund Capital Management Ltd. | History | Closed out | 0 | 0 | — | 2.11% | — | -565,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Closed out | 0 | 0 | — | 0.01% | — | -407,778 | -100.0% | Q1 2026 | Apr 22, 2026 |
| LM Asset Management Inc. | History | Closed out | 0 | 0 | — | 3.93% | — | -210,000 | -100.0% | Q1 2026 | May 11, 2026 |
| Enclave Advisors LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -202,739 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Hudock, Inc. | History | Closed out | 0 | 0 | — | 0.63% | — | -179,435 | -100.0% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -142,275 | -100.0% | Q1 2026 | May 15, 2026 |
| McMillan Office, Inc. | History | Closed out | 0 | 0 | — | 0.4% | — | -140,000 | -100.0% | Q1 2026 | Apr 23, 2026 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -122,147 | -100.0% | Q1 2026 | Apr 15, 2026 |
| PHILADELPHIA TRUST CO | History | Closed out | 0 | 0 | — | 0.11% | — | -68,829 | -100.0% | Q1 2026 | May 13, 2026 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -47,717 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SCHULHOFF & CO INC | History | Closed out | 0 | 0 | — | 0.46% | — | -45,900 | -100.0% | Q1 2026 | May 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -34,143 | -100.0% | Q1 2026 | May 07, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -31,002 | -100.0% | Q1 2026 | May 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -30,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -29,588 | -100.0% | Q1 2026 | Apr 28, 2026 |
| United Capital Management of KS, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -26,531 | -100.0% | Q1 2026 | May 11, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -25,007 | -100.0% | Q1 2026 | May 12, 2026 |
| Asset Allocation Strategies LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -23,000 | -100.0% | Q1 2026 | Apr 22, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,300 | -100.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,753 | -100.0% | Q1 2026 | May 13, 2026 |
| J. Derek Lewis & Associates Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -21,600 | -100.0% | Q1 2026 | May 21, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -19,693 | -100.0% | Q1 2026 | May 13, 2026 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,000 | -100.0% | Q1 2026 | May 08, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -17,650 | -100.0% | Q1 2026 | May 13, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -17,300 | -100.0% | Q1 2026 | Apr 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,759 | -100.0% | Q1 2026 | May 13, 2026 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -16,124 | -100.0% | Q1 2026 | May 12, 2026 |
| Aspen Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -15,100 | -100.0% | Q1 2026 | Apr 01, 2026 |
| Empire Financial Management Company, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -14,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Guardian Partners Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -12,450 | -100.0% | Q1 2026 | May 15, 2026 |
| TKG Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -12,363 | -100.0% | Q1 2026 | Apr 24, 2026 |
| JTC Employer Solutions Trustee Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -11,245 | -100.0% | Q1 2026 | May 19, 2026 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,864 | -100.0% | Q1 2026 | May 01, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -10,712 | -100.0% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -10,328 | -100.0% | Q1 2026 | May 15, 2026 |
| Baker Ellis Asset Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,000 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,994 | -100.0% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,931 | -100.0% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,746 | -100.0% | Q1 2026 | May 15, 2026 |
| Tacita Capital Inc | History | Closed out | 0 | 0 | — | 0.06% | — | -4,430 | -100.0% | Q1 2026 | May 07, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,600 | -100.0% | Q1 2026 | May 11, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -2,500 | -100.0% | Q1 2026 | May 01, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,300 | -100.0% | Q1 2026 | May 12, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | Apr 21, 2026 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 12, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 04, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Trust Co | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |