RELX PLC - RELX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital International Investors | History | Reduced | 8,730,601 | 288,263 | 0.07% | 0.07% | 1 | -1,931,994 | -18.12% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 6,299,409 | 208,825 | 0.01% | 0.02% | 2 | +19,713 | 0.31% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 4,252,044 | 140,955 | 0.08% | 0.04% | 3 | +2,763,766 | 185.7% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,180,034 | 138,568 | 0.01% | 0.01% | 4 | +522,619 | 14.29% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 3,749,239 | 124,287 | 0.01% | 0.02% | 5 | -25 | -0.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 3,461,096 | 114,735 | 0.01% | 0.01% | 6 | -71,529 | -2.02% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,297,047 | 109,291 | 0.02% | 0.03% | 7 | -205,441 | -5.87% | Q1 2026 | May 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 3,040,217 | 100,783 | 0.17% | 0.19% | 8 | +328,282 | 12.11% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 3,028,448 | 100,393 | 0.01% | 0.01% | 9 | +408,089 | 15.57% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 2,410,617 | 79,911 | 0.0% | 0.0% | 10 | +201,463 | 9.12% | Q1 2026 | May 13, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 2,306,409 | 76,457 | 0.94% | 0.66% | 11 | +1,117,030 | 93.92% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,171,776 | 71,990 | 0.02% | 0.01% | 12 | +1,193,889 | 122.09% | Q1 2026 | May 14, 2026 |
| Aviso Financial Inc. | History | Added to | 1,797,213 | 59,577 | 2.12% | 0.03% | 13 | +1,778,698 | 9606.79% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,736,295 | 57,558 | 0.01% | 0.01% | 14 | +187,132 | 12.08% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,621,756 | 53,761 | 0.01% | 0.02% | 15 | +247,626 | 18.02% | Q1 2026 | May 04, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 1,405,920 | 46,606 | 0.06% | 0.06% | 16 | +438,261 | 45.29% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,371,524 | 45,466 | 0.01% | 0.01% | 17 | +308,082 | 28.97% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,323,811 | 43,884 | 0.04% | 0.04% | 18 | +688,629 | 108.41% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,047,267 | 42,330 | 0.01% | 0.01% | 19 | -84,487 | -7.47% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,275,886 | 42,295 | 0.02% | 0.02% | 20 | +68,695 | 5.69% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Added to | 1,254,106 | 41,573 | 0.04% | 0.04% | 21 | +20,304 | 1.65% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,191,503 | 39,021 | 0.0% | 0.0% | 22 | -299,055 | -20.06% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,176,432 | 38,993 | 0.01% | 0.01% | 23 | -279,973 | -19.22% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,198,133 | 38,305 | 0.02% | 0.0% | 24 | +1,172,837 | 4636.45% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 988,330 | 32,763 | 0.05% | 0.1% | 25 | -628,400 | -38.87% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 867,410 | 28,754 | 0.0% | 0.0% | 26 | +166,999 | 23.84% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 856,373 | 28,388 | 0.0% | 0.0% | 27 | +131,278 | 18.1% | Q1 2026 | May 15, 2026 |
| First Eagle Investment Management, LLC | History | New | 802,136 | 26,590 | 0.05% | — | 28 | +802,136 | New | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 698,955 | 23,170 | 0.01% | 0.01% | 29 | +134,182 | 23.76% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 586,642 | 19,447 | 0.01% | 0.0% | 30 | +491,282 | 515.19% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 528,854 | 17,531 | 0.02% | 0.02% | 31 | +106,777 | 25.3% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 491,203 | 16,283 | 0.03% | 0.01% | 32 | +340,345 | 225.61% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 460,065 | 15,251 | 0.06% | 0.16% | 33 | -635,502 | -58.01% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 446,908 | 14,815 | 0.06% | 0.04% | 34 | +165,222 | 58.65% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 382,945 | 12,694 | 0.02% | 0.13% | 35 | -1,254,518 | -76.61% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 373,308 | 12,379 | 0.04% | 0.0% | 36 | +372,906 | 92762.69% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 358,225 | 11,875 | 0.02% | 0.02% | 37 | +56,912 | 18.89% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 318,236 | 10,549 | 0.01% | 0.01% | 38 | +136,456 | 75.07% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 307,881 | 10,206 | 0.0% | 0.0% | 39 | +73,812 | 31.53% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 299,779 | 9,937 | 0.05% | 0.08% | 40 | -77,633 | -20.57% | Q1 2026 | May 13, 2026 |
| SCS Capital Management LLC | History | Added to | 296,112 | 9,816 | 0.1% | 0.1% | 41 | +55,116 | 22.87% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 292,752 | 9,705 | 0.02% | 0.02% | 42 | +25,003 | 9.34% | Q1 2026 | Apr 22, 2026 |
| UBS Group AG | History | Added to | 292,452 | 9,694 | 0.0% | 0.0% | 43 | +158,104 | 117.68% | Q1 2026 | May 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 283,639 | 9,402 | 0.01% | — | 44 | +283,639 | New | Q1 2026 | May 15, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Added to | 278,488 | 9,232 | 0.1% | 0.06% | 45 | +103,274 | 58.94% | Q1 2026 | Apr 16, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 271,482 | 8,999 | 0.0% | 0.0% | 46 | +54,039 | 24.85% | Q1 2026 | May 14, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 263,640 | 8,739 | 0.2% | 0.28% | 47 | -39,504 | -13.03% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 257,872 | 8,522 | 0.01% | 0.01% | 48 | +3,122 | 1.23% | Q1 2026 | May 14, 2026 |
| River Road Asset Management, LLC | History | New | 252,823 | 8,381 | 0.1% | — | 49 | +252,823 | New | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 246,458 | 8,170 | 0.01% | 0.01% | 50 | +40,529 | 19.68% | Q1 2026 | May 12, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 246,309 | 8,165 | 0.41% | 0.98% | 51 | -271,231 | -52.41% | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | Added to | 220,450 | 7,307 | 0.02% | 0.02% | 52 | +85,701 | 63.6% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 215,682 | 7,149 | 0.09% | 0.1% | 53 | -9,298 | -4.13% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 210,834 | 6,989 | 0.0% | 0.0% | 54 | +26,466 | 14.35% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 203,063 | 6,731 | 0.0% | 0.0% | 55 | +9,992 | 5.18% | Q1 2026 | May 06, 2026 |
| DEUTSCHE BANK AG\ | History | New | 200,271 | 6,638 | 0.0% | — | 56 | +200,271 | New | Q1 2026 | May 06, 2026 |
| Optiver Holding B.V. | History | New | 186,471 | 6,181 | 0.0% | — | 57 | +186,471 | New | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 184,119 | 6,103 | 0.01% | 0.01% | 58 | +87,281 | 90.13% | Q1 2026 | May 06, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 183,596 | 6,086 | 0.01% | 0.02% | 59 | -315,588 | -63.22% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Added to | 178,490 | 5,916 | 0.17% | 0.06% | 60 | +123,819 | 226.48% | Q1 2026 | May 15, 2026 |
| Capital International, Inc./CA/ | History | Added to | 171,423 | 5,682 | 0.04% | 0.04% | 61 | +49,768 | 40.91% | Q1 2026 | May 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 169,662 | 5,624 | 0.08% | 0.13% | 62 | -54,297 | -24.24% | Q1 2026 | May 11, 2026 |
| Narwhal Capital Management | History | Added to | 168,943 | 5,600 | 0.41% | 0.44% | 63 | +19,926 | 13.37% | Q1 2026 | Apr 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 167,471 | 5,551 | 0.06% | 0.07% | 64 | +47,419 | 39.5% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 161,651 | 5,358 | 0.02% | 0.02% | 65 | -11,470 | -6.63% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 159,681 | 5,306 | 0.01% | 0.0% | 66 | +139,663 | 697.69% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 158,410 | 5,251 | 0.0% | 0.0% | 67 | +24,598 | 18.38% | Q1 2026 | May 13, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 157,612 | 5,224 | 1.29% | 0.97% | 68 | +55,028 | 53.64% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 157,036 | 5,205 | 0.06% | 0.05% | 69 | +47,410 | 43.25% | Q1 2026 | Apr 23, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Reduced | 156,567 | 5,190 | 0.8% | 0.96% | 70 | -198 | -0.13% | Q1 2026 | May 06, 2026 |
| Advisors Capital Management, LLC | History | Added to | 152,819 | 5,065 | 0.06% | 0.07% | 71 | +13,593 | 9.76% | Q1 2026 | May 01, 2026 |
| Ethic Inc. | History | Reduced | 149,180 | 4,945 | 0.08% | 0.11% | 72 | -32,442 | -17.86% | Q1 2026 | Apr 27, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 137,769 | 4,567 | 1.11% | 0.68% | 73 | +64,956 | 89.21% | Q1 2026 | Apr 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 135,579 | 4,494 | 0.0% | 0.0% | 74 | +26,979 | 24.84% | Q1 2026 | May 15, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 134,855 | 4,470 | 0.91% | 1.0% | 75 | +4,885 | 3.76% | Q1 2026 | Apr 16, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 134,509 | 4,459 | 0.0% | 0.01% | 76 | -42,912 | -24.19% | Q1 2026 | May 12, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | New | 126,425 | 4,190 | 0.18% | — | 77 | +126,425 | New | Q1 2026 | May 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 124,974 | 4,142 | 0.07% | 0.11% | 78 | -26,198 | -17.33% | Q1 2026 | Apr 20, 2026 |
| Cerity Partners LLC | History | Reduced | 124,237 | 4,118 | 0.01% | 0.01% | 79 | -16,987 | -12.03% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 98,363 | 3,975 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 119,743 | 3,969 | 0.0% | 0.01% | 81 | -55,767 | -31.77% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 116,603 | 3,865 | 0.03% | 0.04% | 82 | -29,751 | -20.33% | Q1 2026 | May 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 102,925 | 3,411 | 0.04% | 0.06% | 83 | -26,091 | -20.22% | Q1 2026 | Apr 27, 2026 |
| Motley Fool Wealth Management, LLC | History | New | 101,665 | 3,370 | 0.38% | — | 84 | +101,665 | New | Q1 2026 | May 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 100,049 | 3,316 | 0.1% | 0.08% | 85 | +31,763 | 46.51% | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | Added to | 98,490 | 3,264 | 0.04% | 0.03% | 86 | +34,909 | 54.9% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 98,019 | 3,248 | 0.0% | 0.0% | 87 | +5,739 | 6.22% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 97,631 | 3,236 | 0.03% | 0.04% | 88 | +7,613 | 8.46% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 97,330 | 3,226 | 0.0% | 0.0% | 89 | +10,393 | 11.95% | Q1 2026 | May 13, 2026 |
| HALL LAURIE J TRUSTEE | History | Added to | 94,738 | 3,140 | 1.11% | 1.08% | 90 | +14,030 | 17.38% | Q1 2026 | Apr 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 89,441 | 2,964 | 0.0% | 0.0% | 91 | +53,719 | 150.38% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 88,486 | 2,933 | 0.0% | 0.0% | 92 | +8,814 | 11.06% | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | Added to | 86,206 | 2,857 | 0.09% | 0.09% | 93 | +37,576 | 77.27% | Q1 2026 | Apr 29, 2026 |
| Motley Fool Asset Management LLC | History | New | 85,600 | 2,837 | 0.12% | — | 94 | +85,600 | New | Q1 2026 | May 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 85,446 | 2,832 | 0.06% | 0.07% | 95 | -3,527 | -3.96% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 79,832 | 2,646 | 0.0% | 0.0% | 96 | -22,183 | -21.74% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 74,752 | 2,477 | 0.0% | 0.0% | 97 | +23,246 | 45.13% | Q1 2026 | May 15, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 74,173 | 2,458 | 0.63% | 0.8% | 98 | -1,794 | -2.36% | Q1 2026 | May 01, 2026 |
| LGT Group Foundation | History | Added to | 74,048 | 2,454 | 0.03% | 0.03% | 99 | +7,834 | 11.83% | Q1 2026 | Apr 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 73,494 | 2,436 | 0.01% | 0.01% | 100 | -59,975 | -44.94% | Q1 2026 | May 04, 2026 |
| Callan Family Office, LLC | History | Added to | 72,924 | 2,417 | 0.05% | 0.06% | 101 | +2,497 | 3.55% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 72,046 | 2,388 | 0.01% | 0.02% | 102 | -6,371 | -8.12% | Q1 2026 | May 05, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 55,894 | 2,259 | 0.48% | 0.48% | 103 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 65,538 | 2,173 | 0.04% | 0.06% | 104 | -5,128 | -7.26% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 63,806 | 2,115 | 0.0% | 0.01% | 105 | -327,375 | -83.69% | Q1 2026 | May 12, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 62,841 | 2,083 | 0.09% | 0.12% | 106 | -2,030 | -3.13% | Q1 2026 | May 05, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 62,230 | 2,062 | 0.01% | 0.02% | 107 | -82,206 | -56.92% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 60,146 | 1,986 | 0.01% | 0.01% | 108 | -1,450 | -2.35% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 56,194 | 1,887 | 0.0% | 0.0% | 109 | +6,447 | 12.96% | Q1 2026 | Apr 08, 2026 |
| Summerhill Capital Management lnc. | History | New | 56,707 | 1,879 | 1.64% | — | 110 | +56,707 | New | Q1 2026 | Apr 22, 2026 |
| Vise Technologies, Inc. | History | No change | 44,965 | 1,817 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 54,302 | 1,800 | 0.06% | 0.08% | 112 | +165 | 0.3% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 52,496 | 1,740 | 0.0% | 0.0% | 113 | -108 | -0.21% | Q1 2026 | May 14, 2026 |
| TEALWOOD ASSET MANAGEMENT INC | History | Reduced | 52,206 | 1,731 | 0.79% | 0.96% | 114 | -678 | -1.28% | Q1 2026 | Apr 09, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 51,884 | 1,719 | 0.0% | 0.0% | 115 | -244,367 | -82.49% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 50,662 | 1,679 | 0.01% | 0.0% | 116 | +29,301 | 137.17% | Q1 2026 | Apr 30, 2026 |
| Hemenway Trust Co LLC | History | Reduced | 48,815 | 1,618 | 0.13% | 0.19% | 117 | -13,164 | -21.24% | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 48,328 | 1,602 | 0.02% | 0.02% | 118 | +15,345 | 46.52% | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | Added to | 47,268 | 1,566 | 0.02% | 0.02% | 119 | +8,837 | 22.99% | Q1 2026 | May 05, 2026 |
| Broad Run Investment Management, LLC | History | No change | 47,000 | 1,558 | 0.27% | 0.35% | 120 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 45,421 | 1,505 | 0.01% | 0.01% | 121 | +3,441 | 8.2% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 45,073 | 1,494 | 0.05% | 0.04% | 122 | +19,302 | 74.9% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 44,984 | 1,491 | 0.0% | 0.01% | 123 | -36,781 | -44.98% | Q1 2026 | May 15, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Reduced | 45,000 | 1,491 | 0.35% | 0.43% | 124 | -700 | -1.53% | Q1 2026 | May 12, 2026 |
| Henry James International Management Inc. | History | Reduced | 43,293 | 1,435 | 0.52% | 0.55% | 125 | -93 | -0.21% | Q1 2026 | Apr 10, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 42,701 | 1,415 | 0.06% | 0.04% | 126 | +18,769 | 78.43% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 42,473 | 1,407 | 0.02% | 0.03% | 127 | +1,746 | 4.29% | Q1 2026 | Apr 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 42,132 | 1,396 | 0.03% | 0.01% | 128 | +36,941 | 711.64% | Q1 2026 | Apr 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 41,929 | 1,389 | 0.02% | 0.02% | 129 | +6,868 | 19.59% | Q1 2026 | May 08, 2026 |
| Entropy Technologies, LP | History | Reduced | 41,860 | 1,387 | 0.06% | 0.16% | 130 | -31,191 | -42.7% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 41,406 | 1,372 | 0.0% | 0.0% | 131 | +758 | 1.86% | Q1 2026 | May 12, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 40,892 | 1,355 | 0.08% | 0.09% | 132 | +2,794 | 7.33% | Q1 2026 | Apr 30, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 40,147 | 1,330 | 0.01% | 0.01% | 133 | -13,271 | -24.84% | Q1 2026 | May 15, 2026 |
| GUARDCAP ASSET MANAGEMENT Ltd | History | New | 37,875 | 1,255 | 0.07% | — | 134 | +37,875 | New | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 37,812 | 1,253 | 0.02% | 0.01% | 136 | +22,689 | 150.03% | Q1 2026 | May 18, 2026 |
| Caprock Group, LLC | History | Added to | 37,805 | 1,253 | 0.03% | 0.03% | 135 | +861 | 2.33% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 40,190 | 1,233 | 0.0% | 0.0% | 137 | -3,838 | -8.72% | Q1 2026 | May 15, 2026 |
| Naviter Wealth, LLC | History | Added to | 36,916 | 1,223 | 0.15% | 0.18% | 138 | +3,543 | 10.62% | Q1 2026 | Apr 10, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 36,848 | 1,221 | 0.01% | 0.02% | 139 | -3,096 | -7.75% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | No change | 36,340 | 1,204 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Added to | 35,530 | 1,180 | 0.0% | 0.0% | 141 | +30,962 | 677.8% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Reduced | 35,218 | 1,167 | 0.01% | 0.02% | 142 | -6,458 | -15.5% | Q1 2026 | May 14, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 34,815 | 1,154 | 0.07% | 0.04% | 143 | +16,102 | 86.05% | Q1 2026 | Apr 21, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 33,504 | 1,110 | 0.07% | 0.11% | 144 | -7,685 | -18.66% | Q1 2026 | Apr 28, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 33,398 | 1,107 | 0.01% | 0.0% | 145 | -5,149 | -13.36% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 33,329 | 1,104 | 0.0% | 0.0% | 146 | -760 | -2.23% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 33,022 | 1,095 | 0.01% | 0.01% | 147 | -2,067 | -5.89% | Q1 2026 | Apr 07, 2026 |
| Maridea Wealth Management LLC | History | Added to | 32,613 | 1,081 | 0.16% | 0.09% | 148 | +18,373 | 129.02% | Q1 2026 | Apr 21, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 32,400 | 1,074 | 0.01% | 0.01% | 149 | +831 | 2.63% | Q1 2026 | May 05, 2026 |
| Sterling Capital Management LLC | History | Added to | 31,865 | 1,056 | 0.02% | 0.01% | 150 | +14,751 | 86.19% | Q1 2026 | Apr 22, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 31,682 | 1,050 | 0.02% | 0.03% | 151 | +1,168 | 3.83% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 31,025 | 1,028 | 0.01% | 0.01% | 152 | +1,794 | 6.14% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 29,738 | 985 | 0.0% | 0.0% | 153 | +3,942 | 15.28% | Q1 2026 | May 08, 2026 |
| Carnegie Investment Counsel | History | Reduced | 28,724 | 952 | 0.02% | 0.28% | 154 | -346,620 | -92.35% | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 27,703 | 918 | 0.01% | 0.01% | 155 | -225 | -0.81% | Q1 2026 | Apr 13, 2026 |
| CHOREO, LLC | History | Added to | 27,440 | 909 | 0.01% | 0.01% | 156 | +6,514 | 31.13% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 26,978 | 894 | 0.01% | 0.01% | 157 | +6,944 | 34.66% | Q1 2026 | Apr 15, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 26,932 | 892 | 0.02% | 0.09% | 158 | -69,855 | -72.17% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 26,098 | 865 | 0.0% | 0.0% | 159 | +23,277 | 825.13% | Q1 2026 | May 13, 2026 |
| BAILARD, INC. | History | Added to | 25,773 | 854 | 0.02% | 0.02% | 160 | +5,244 | 25.54% | Q1 2026 | May 11, 2026 |
| Investors Research Corp | History | New | 25,225 | 836 | 0.16% | — | 161 | +25,225 | New | Q1 2026 | Apr 03, 2026 |
| Fiera Capital Corp | History | Added to | 25,162 | 834 | 0.0% | 0.0% | 162 | +10,876 | 76.13% | Q1 2026 | May 12, 2026 |
| DKRT Investments Corp. | History | New | 25,000 | 828 | 0.21% | — | 163 | +25,000 | New | Q1 2026 | May 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 24,863 | 824 | 0.13% | 0.21% | 164 | +1,673 | 7.21% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | Added to | 24,810 | 822 | 0.09% | 0.11% | 165 | +1,778 | 7.72% | Q1 2026 | Apr 10, 2026 |
| AKO CAPITAL LLP | History | New | 23,447 | 777 | 0.02% | — | 166 | +23,447 | New | Q1 2026 | May 15, 2026 |
| Covenant Partners, LLC | History | No change | 19,100 | 772 | 0.23% | 0.23% | 167 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Marshall Financial Group, LLC | History | Added to | 23,242 | 770 | 0.12% | 0.18% | 168 | +245 | 1.07% | Q1 2026 | Apr 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 23,062 | 764 | 0.05% | 0.11% | 169 | -34,296 | -59.79% | Q1 2026 | May 08, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 22,931 | 760 | 0.05% | 0.06% | 170 | -3,290 | -12.55% | Q1 2026 | Apr 29, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 22,141 | 733 | 0.3% | 0.33% | 171 | +2,288 | 11.52% | Q1 2026 | Apr 24, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 22,136 | 724 | 0.03% | 0.03% | 172 | +3,027 | 15.84% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 21,741 | 720 | 0.0% | 0.0% | 173 | +1,080 | 5.23% | Q1 2026 | May 13, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Reduced | 21,525 | 713 | 0.01% | 0.04% | 174 | -103,446 | -82.78% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 21,520 | 713 | 0.0% | — | 175 | +21,520 | New | Q1 2026 | Apr 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 20,874 | 691 | 0.01% | 0.01% | 176 | +4,940 | 31.0% | Q1 2026 | Apr 20, 2026 |
| ALPS ADVISORS INC | History | Reduced | 20,595 | 682 | 0.0% | 0.0% | 177 | -468 | -2.22% | Q1 2026 | May 08, 2026 |
| Ellevest, Inc. | History | Reduced | 20,562 | 681 | 0.09% | 0.13% | 178 | -2,140 | -9.43% | Q1 2026 | May 11, 2026 |
| Ballentine Partners, LLC | History | Added to | 20,457 | 678 | 0.01% | 0.01% | 179 | +4,367 | 27.14% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Added to | 20,470 | 678 | 0.02% | 0.02% | 180 | +3,837 | 23.07% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 20,144 | 667 | 0.0% | 0.01% | 181 | -2,522 | -11.13% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Reduced | 20,079 | 665 | 0.0% | 0.0% | 182 | -2,066 | -9.33% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 20,011 | 664 | 0.0% | 0.0% | 183 | +2,333 | 13.2% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Reduced | 20,013 | 663 | 0.01% | 0.04% | 184 | -55,079 | -73.35% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 19,926 | 660 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Banco de Sabadell, S.A | History | Added to | 19,607 | 640 | 0.42% | 0.5% | 186 | +541 | 2.84% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 18,842 | 626 | 0.01% | 0.01% | 187 | -4,345 | -18.74% | Q1 2026 | Apr 07, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 18,650 | 618 | 0.04% | 0.14% | 188 | -52,739 | -73.88% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 18,263 | 605 | 0.01% | 0.02% | 189 | -2,407 | -11.64% | Q1 2026 | May 15, 2026 |
| Pandora Wealth, Inc. | History | No change | 14,836 | 599 | 0.36% | 0.36% | 190 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Reduced | 17,800 | 590 | 0.2% | 0.27% | 192 | -65,600 | -78.66% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 17,823 | 590 | 0.01% | 0.0% | 191 | +8,092 | 83.16% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 17,770 | 589 | 0.0% | 0.0% | 193 | +5,614 | 46.18% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 14,540 | 587 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Summit Trail Advisors, LLC | History | New | 17,641 | 584 | 0.01% | — | 195 | +17,641 | New | Q1 2026 | May 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 14,397 | 581 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Reduced | 17,340 | 574 | 0.0% | 0.0% | 197 | -4,833 | -21.8% | Q1 2026 | May 13, 2026 |
| Demars Financial Group, LLC | History | New | 16,650 | 551 | 0.18% | — | 198 | +16,650 | New | Q1 2026 | Apr 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 16,535 | 548 | 0.03% | 0.03% | 199 | +2,287 | 16.05% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Reduced | 16,484 | 546 | 0.02% | 0.03% | 200 | -3,712 | -18.38% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 16,418 | 544 | 0.01% | 0.01% | 201 | -1,602 | -8.89% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 16,258 | 538 | 0.0% | 0.0% | 202 | -13,942 | -46.17% | Q1 2026 | Apr 27, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 14,917 | 534 | 0.01% | 0.05% | 203 | -9,614 | -39.19% | Q1 2026 | May 01, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 15,959 | 529 | 0.16% | 0.17% | 204 | +1,460 | 10.07% | Q1 2026 | Apr 28, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 15,640 | 518 | 0.08% | 0.08% | 205 | +3,157 | 25.29% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 15,360 | 509 | 0.02% | 0.05% | 206 | -11,827 | -43.5% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 15,334 | 508 | 0.05% | 0.04% | 207 | +6,196 | 67.8% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 15,007 | 497 | 0.0% | 0.0% | 208 | +685 | 4.78% | Q1 2026 | Apr 24, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 14,862 | 492 | 0.01% | 0.02% | 209 | -680 | -4.38% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 14,424 | 478 | 0.0% | — | 210 | +14,424 | New | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 14,400 | 477 | 0.02% | 0.02% | 211 | -2,241 | -13.47% | Q1 2026 | Apr 24, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 14,266 | 472 | 0.11% | 0.14% | 212 | +627 | 4.6% | Q1 2026 | Apr 08, 2026 |
| Gibbs Wealth Management | History | New | 14,116 | 467 | 0.06% | — | 213 | +14,116 | New | Q1 2026 | May 13, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 14,007 | 464 | 0.02% | 0.03% | 214 | -218 | -1.53% | Q1 2026 | May 04, 2026 |
| SYON CAPITAL LLC | History | Reduced | 13,813 | 457 | 0.02% | 0.03% | 215 | -2,666 | -16.18% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Added to | 13,691 | 453 | 0.0% | 0.0% | 216 | +3,330 | 32.14% | Q1 2026 | May 15, 2026 |
| Gallacher Capital Management LLC | History | Added to | 13,512 | 447 | 0.17% | 0.18% | 217 | +1,889 | 16.25% | Q1 2026 | May 05, 2026 |
| AXQ CAPITAL, LP | History | New | 13,312 | 441 | 0.06% | — | 219 | +13,312 | New | Q1 2026 | May 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 13,304 | 441 | 0.0% | 0.0% | 218 | -8,935 | -40.18% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 13,136 | 435 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 13,077 | 433 | 0.01% | 0.02% | 221 | -23,371 | -64.12% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | Added to | 12,937 | 428 | 0.0% | 0.0% | 222 | +10,451 | 420.39% | Q1 2026 | Apr 20, 2026 |
| GREENLEAF TRUST | History | Reduced | 12,821 | 425 | 0.0% | 0.0% | 223 | -20 | -0.16% | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | New | 12,815 | 424 | 0.0% | — | 225 | +12,815 | New | Q1 2026 | May 04, 2026 |
| Clearstead Advisors, LLC | History | New | 12,814 | 424 | 0.0% | — | 224 | +12,814 | New | Q1 2026 | May 06, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 12,445 | 412 | 0.02% | 0.01% | 226 | +6,314 | 102.98% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 12,411 | 411 | 0.01% | 0.01% | 228 | +1,339 | 12.09% | Q1 2026 | Apr 20, 2026 |
| Calamos Advisors LLC | History | Reduced | 12,419 | 411 | 0.0% | 0.0% | 227 | -3 | -0.02% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 12,337 | 408 | 0.0% | 0.0% | 229 | -116 | -0.93% | Q1 2026 | May 15, 2026 |
| Investment Research Partners LLC | History | Added to | 12,111 | 401 | 0.16% | 0.18% | 230 | +1,708 | 16.42% | Q1 2026 | Apr 29, 2026 |
| STEPHENS INC /AR/ | History | New | 11,882 | 393 | 0.0% | — | 233 | +11,882 | New | Q1 2026 | Apr 28, 2026 |
| Plan A Wealth LLC | History | Added to | 11,876 | 393 | 0.19% | 0.2% | 232 | +1,548 | 14.99% | Q1 2026 | May 15, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 11,867 | 393 | 0.1% | 0.12% | 231 | -449 | -3.65% | Q1 2026 | May 01, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 11,710 | 388 | 0.0% | 0.01% | 235 | -4,690 | -28.6% | Q1 2026 | May 08, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 11,724 | 388 | 0.02% | 0.04% | 234 | -1,404 | -10.69% | Q1 2026 | Apr 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 11,613 | 384 | 0.04% | 0.05% | 236 | +2,295 | 24.63% | Q1 2026 | Apr 06, 2026 |
| Abel Hall, LLC | History | New | 11,583 | 383 | 0.08% | — | 237 | +11,583 | New | Q1 2026 | Apr 28, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 11,396 | 377 | 0.03% | — | 238 | +11,396 | New | Q1 2026 | May 13, 2026 |
| Qtron Investments LLC | History | Reduced | 11,240 | 372 | 0.05% | 0.08% | 239 | -3,780 | -25.17% | Q1 2026 | May 15, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 11,404 | 360 | 0.02% | 0.03% | 240 | +320 | 2.89% | Q1 2026 | May 14, 2026 |
| Phillips Wealth Planners LLC | History | New | 10,778 | 358 | 0.27% | — | 242 | +10,778 | New | Q1 2026 | May 14, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 10,809 | 358 | 0.01% | 0.01% | 241 | -810 | -6.97% | Q1 2026 | May 15, 2026 |
| Bridgefront Capital, LLC | History | New | 10,397 | 344 | 0.09% | — | 244 | +10,397 | New | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | No change | 10,384 | 344 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | New | 10,242 | 339 | 0.0% | — | 245 | +10,242 | New | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 10,179 | 337 | 0.01% | 0.01% | 246 | +971 | 10.55% | Q1 2026 | Apr 22, 2026 |
| Optas, LLC | History | Added to | 10,095 | 334 | 0.05% | 0.05% | 247 | +1,702 | 20.28% | Q1 2026 | Apr 24, 2026 |
| Baker Chad R | History | Reduced | 10,055 | 333 | 0.06% | 0.08% | 248 | -450 | -4.28% | Q1 2026 | Apr 17, 2026 |
| Whalen Wealth Management Inc. | History | Reduced | 9,889 | 327 | 0.18% | 0.3% | 249 | -4,024 | -28.92% | Q1 2026 | Apr 13, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 9,580 | 317 | 0.14% | 0.31% | 251 | -7,190 | -42.87% | Q1 2026 | Apr 08, 2026 |
| SG Americas Securities, LLC | History | Reduced | 9,549 | 317 | 0.0% | 0.0% | 250 | -139 | -1.43% | Q1 2026 | Apr 16, 2026 |
| GAMMA Investing LLC | History | Added to | 9,510 | 315 | 0.01% | 0.02% | 253 | +91 | 0.97% | Q1 2026 | Apr 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 9,515 | 315 | 0.0% | 0.0% | 252 | +34 | 0.36% | Q1 2026 | Apr 30, 2026 |
| Vest Financial, LLC | History | Added to | 9,306 | 308 | 0.0% | 0.0% | 254 | +2,947 | 46.34% | Q1 2026 | Apr 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 9,170 | 303 | 0.0% | 0.0% | 255 | -5,870 | -39.03% | Q1 2026 | Apr 29, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 9,046 | 299 | 0.0% | 0.0% | 256 | +6,585 | 267.57% | Q1 2026 | May 14, 2026 |
| Clarius Group, LLC | History | No change | 7,301 | 295 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 8,885 | 294 | 0.02% | 0.01% | 258 | +2,685 | 43.31% | Q1 2026 | May 15, 2026 |
| PARNASSUS INVESTMENTS, LLC | History | Reduced | 8,734 | 289 | 0.0% | 0.0% | 259 | -531 | -5.73% | Q1 2026 | May 12, 2026 |
| Keel Point, LLC | History | No change | 6,918 | 279 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,400 | 278 | 0.0% | 0.0% | 261 | +4,630 | 122.81% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 8,310 | 275 | 0.01% | 0.01% | 262 | +2,799 | 50.79% | Q1 2026 | May 11, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 8,305 | 275 | 0.18% | 0.21% | 263 | +647 | 8.45% | Q1 2026 | Apr 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 8,243 | 273 | 0.0% | — | 265 | +8,243 | New | Q1 2026 | May 11, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 8,260 | 273 | 0.04% | 0.07% | 264 | -5,924 | -41.77% | Q1 2026 | May 07, 2026 |
| Trust Point Inc. | History | Added to | 8,173 | 270 | 0.02% | 0.02% | 266 | +2,325 | 39.76% | Q1 2026 | Apr 15, 2026 |
| R Squared Ltd | History | Added to | 8,140 | 269 | 0.15% | 0.1% | 267 | +2,992 | 58.12% | Q1 2026 | Apr 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 8,095 | 268 | 0.01% | 0.01% | 268 | -288 | -3.44% | Q1 2026 | May 15, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 7,962 | 263 | 0.02% | 0.02% | 269 | +573 | 7.75% | Q1 2026 | Apr 29, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 7,924 | 262 | 0.08% | 0.09% | 270 | +966 | 13.88% | Q1 2026 | Apr 17, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 7,846 | 260 | 0.11% | — | 271 | +7,846 | New | Q1 2026 | Apr 20, 2026 |
| Martin Investment Management, LLC | History | Reduced | 7,815 | 259 | 0.08% | 0.12% | 272 | -2,970 | -27.54% | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 7,797 | 258 | 0.05% | 0.16% | 273 | -8,271 | -51.47% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,691 | 254 | 0.0% | 0.0% | 274 | -1,501 | -16.33% | Q1 2026 | May 07, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 7,638 | 253 | 0.04% | 0.04% | 275 | +1,390 | 22.25% | Q1 2026 | Apr 30, 2026 |
| Rock Point Advisors, LLC | History | Reduced | 7,560 | 250 | 0.07% | 0.08% | 276 | -250 | -3.2% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | New | 7,503 | 248 | 0.0% | — | 278 | +7,503 | New | Q1 2026 | May 13, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Reduced | 7,487 | 248 | 0.09% | 0.13% | 277 | -387 | -4.91% | Q1 2026 | May 14, 2026 |
| PDS Planning, Inc | History | Reduced | 7,424 | 246 | 0.02% | 0.02% | 279 | -896 | -10.77% | Q1 2026 | Apr 21, 2026 |
| Arlington Partners LLC | History | New | 7,371 | 244 | 0.49% | — | 280 | +7,371 | New | Q1 2026 | Apr 09, 2026 |
| Five Oceans Advisors | History | Reduced | 7,351 | 243 | 0.09% | 0.13% | 281 | -2,104 | -22.25% | Q1 2026 | Apr 07, 2026 |
| Keebeck Wealth Management | History | New | 7,330 | 242 | 0.03% | — | 282 | +7,330 | New | Q1 2026 | May 14, 2026 |
| First Affirmative Financial Network | History | New | 7,125 | 236 | 0.09% | — | 284 | +7,125 | New | Q1 2026 | May 11, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 7,146 | 236 | 0.0% | 0.0% | 283 | -2,992 | -29.51% | Q1 2026 | May 15, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 7,094 | 235 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| May Hill Capital, LLC | History | New | 7,019 | 232 | 0.06% | — | 287 | +7,019 | New | Q1 2026 | May 06, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 7,016 | 232 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Voleon Capital Management LP | History | Reduced | 6,953 | 230 | 0.0% | 0.05% | 288 | -47,166 | -87.15% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 6,963 | 230 | 0.01% | — | 290 | +6,963 | New | Q1 2026 | May 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 6,953 | 230 | 0.0% | 0.0% | 289 | +1,376 | 24.67% | Q1 2026 | May 07, 2026 |
| HANCOCK WHITNEY CORP | History | New | 6,259 | 228 | 0.0% | — | 291 | +6,259 | New | Q1 2026 | May 15, 2026 |
| Nilsine Partners, LLC | History | Added to | 6,147 | 223 | 0.02% | 0.02% | 292 | +1,079 | 21.29% | Q1 2026 | Apr 29, 2026 |
| Net Worth Advisory Group | History | Added to | 6,638 | 220 | 0.05% | 0.05% | 293 | +251 | 3.93% | Q1 2026 | May 05, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 6,656 | 220 | 0.1% | 0.12% | 294 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 6,539 | 216 | 0.04% | 0.05% | 295 | -241 | -3.55% | Q1 2026 | Apr 28, 2026 |
| Diversified Enterprises, LLC | History | Added to | 6,473 | 214 | 0.01% | 0.01% | 296 | +301 | 4.88% | Q1 2026 | May 14, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 6,444 | 213 | 0.08% | 0.1% | 297 | -333 | -4.91% | Q1 2026 | May 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 6,397 | 212 | 0.0% | 0.0% | 298 | +771 | 13.7% | Q1 2026 | May 05, 2026 |
| Pure Financial Advisors, LLC | History | New | 6,194 | 205 | 0.0% | — | 299 | +6,194 | New | Q1 2026 | Apr 10, 2026 |
| FULTON BANK, N.A. | History | New | 6,183 | 204 | 0.01% | — | 300 | +6,183 | New | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 6,113 | 202 | 0.0% | 0.0% | 301 | -8,027 | -56.77% | Q1 2026 | Apr 30, 2026 |
| PUZO MICHAEL J | History | Reduced | 6,035 | 200 | 0.06% | 0.16% | 302 | -8,140 | -57.43% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 5,997 | 198 | 0.0% | 0.0% | 303 | +409 | 7.32% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 5,784 | 191 | 0.0% | 0.0% | 305 | -3,379 | -36.88% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,784 | 191 | 0.0% | 0.0% | 304 | +217 | 3.9% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Reduced | 5,302 | 175 | 0.0% | 0.0% | 306 | -937 | -15.02% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 5,099 | 169 | 0.0% | 0.0% | 307 | +1,631 | 47.03% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 4,888 | 162 | 0.0% | — | 308 | +4,888 | New | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | Added to | 3,836 | 127 | 0.03% | 0.03% | 309 | +42 | 1.11% | Q1 2026 | May 08, 2026 |
| Cromwell Holdings LLC | History | Added to | 3,580 | 118 | 0.07% | 0.06% | 310 | +778 | 27.77% | Q1 2026 | Apr 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,399 | 112 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Elequin Capital, LP | History | New | 3,257 | 107 | 0.01% | — | 312 | +3,257 | New | Q1 2026 | May 11, 2026 |
| Colonial Trust Co / SC | History | No change | 3,150 | 104 | 0.01% | 0.02% | 313 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 3,099 | 102 | 0.0% | 0.0% | 314 | +689 | 28.59% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,008 | 99 | 0.0% | 0.03% | 315 | -23,974 | -88.85% | Q1 2026 | May 15, 2026 |
| Grove Bank & Trust | History | Added to | 2,873 | 95 | 0.01% | 0.01% | 316 | +377 | 15.1% | Q1 2026 | Apr 08, 2026 |
| GHP Investment Advisors, Inc. | History | New | 2,797 | 92 | 0.0% | — | 318 | +2,797 | New | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Added to | 2,786 | 92 | 0.0% | 0.0% | 317 | +51 | 1.86% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,663 | 88 | 0.0% | 0.0% | 320 | -265 | -9.05% | Q1 2026 | Apr 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,183 | 88 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 2,507 | 83 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 2,294 | 76 | 0.0% | 0.0% | 322 | +442 | 23.87% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Reduced | 2,129 | 70 | 0.0% | 0.01% | 323 | -2,945 | -58.04% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,083 | 69 | 0.0% | 0.0% | 324 | +343 | 19.71% | Q1 2026 | Apr 27, 2026 |
| TFC Financial Management, Inc. | History | No change | 2,062 | 68 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,841 | 61 | 0.0% | 0.0% | 327 | +653 | 54.97% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | Reduced | 1,862 | 61 | 0.01% | 0.01% | 326 | -48 | -2.51% | Q1 2026 | Apr 29, 2026 |
| STANCE CAPITAL LLC | History | New | 1,741 | 57 | 0.03% | — | 328 | +1,741 | New | Q1 2026 | May 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1,528 | 50 | 0.01% | 0.02% | 329 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1,413 | 46 | 0.0% | 0.0% | 330 | -369 | -20.71% | Q1 2026 | May 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 1,346 | 44 | 0.0% | 0.0% | 332 | -1,345 | -49.98% | Q1 2026 | May 07, 2026 |
| V-Square Quantitative Management LLC | History | New | 1,338 | 44 | 0.0% | — | 333 | +1,338 | New | Q1 2026 | Apr 27, 2026 |
| FIRST HORIZON CORP | History | Added to | 1,352 | 44 | 0.0% | 0.0% | 331 | +393 | 40.98% | Q1 2026 | Apr 30, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 1,276 | 42 | 0.03% | 0.01% | 334 | +940 | 279.76% | Q1 2026 | May 08, 2026 |
| C WorldWide Group Holding A/S | History | No change | 1,198 | 40 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,177 | 39 | 0.0% | 0.0% | 336 | +6 | 0.51% | Q1 2026 | Apr 30, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,138 | 37 | 0.01% | — | 338 | +1,138 | New | Q1 2026 | May 13, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,126 | 37 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PALLADIEM, LLC | History | No change | 1,080 | 36 | 0.03% | 0.04% | 339 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Manchester Capital Management LLC | History | Reduced | 1,018 | 33 | 0.0% | 0.01% | 340 | -40 | -3.78% | Q1 2026 | May 11, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 976 | 32 | 0.02% | 0.0% | 341 | +938 | 2468.42% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 865 | 28 | 0.0% | 0.0% | 342 | +134 | 18.33% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 739 | 26 | 0.0% | 0.0% | 343 | +17 | 2.35% | Q1 2026 | May 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 800 | 26 | 0.01% | 0.02% | 344 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 780 | 25 | 0.01% | — | 349 | +780 | New | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Reduced | 759 | 25 | 0.0% | 0.0% | 345 | -672 | -46.96% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 766 | 25 | 0.0% | 0.0% | 347 | -646 | -45.75% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 756 | 25 | 0.0% | 0.0% | 346 | +123 | 19.43% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 622 | 25 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Destiny Wealth Partners, LLC | History | New | 747 | 24 | 0.0% | — | 350 | +747 | New | Q1 2026 | May 11, 2026 |
| EFG International AG | History | New | 700 | 23 | 0.0% | — | 351 | +700 | New | Q1 2026 | May 15, 2026 |
| Ares Financial Consulting, LLC | History | New | 680 | 22 | 0.02% | — | 353 | +680 | New | Q1 2026 | Apr 02, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 676 | 22 | 0.02% | 0.02% | 352 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 656 | 21 | 0.0% | — | 354 | +656 | New | Q1 2026 | May 07, 2026 |
| Heritage Wealth Advisors | History | New | 627 | 20 | 0.0% | — | 355 | +627 | New | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | Added to | 585 | 19 | 0.0% | 0.0% | 357 | +441 | 306.25% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 577 | 19 | 0.0% | 0.0% | 358 | -61 | -9.56% | Q1 2026 | May 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 587 | 19 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 518 | 17 | 0.0% | 0.0% | 359 | +121 | 30.48% | Q1 2026 | Apr 24, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 506 | 16 | 0.0% | 0.0% | 360 | -3,156 | -86.18% | Q1 2026 | May 05, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 453 | 15 | 0.0% | 0.0% | 362 | +411 | 978.57% | Q1 2026 | Apr 21, 2026 |
| Westside Investment Management, Inc. | History | No change | 458 | 15 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 425 | 14 | 0.01% | — | 366 | +425 | New | Q1 2026 | May 05, 2026 |
| WPG Advisers, LLC | History | Reduced | 440 | 14 | 0.01% | 0.01% | 365 | -62 | -12.35% | Q1 2026 | Apr 29, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 439 | 14 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 439 | 14 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Rossby Financial, LCC | History | Added to | 412 | 13 | 0.0% | 0.0% | 369 | +270 | 190.14% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 419 | 13 | 0.0% | 0.0% | 367 | +60 | 16.71% | Q1 2026 | Apr 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 406 | 13 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 420 | 13 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bare Financial Services, Inc | History | New | 378 | 12 | 0.0% | — | 372 | +378 | New | Q1 2026 | May 14, 2026 |
| TD Capital Management LLC | History | No change | 377 | 12 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 332 | 11 | 0.0% | 0.0% | 374 | -1,913 | -85.21% | Q1 2026 | May 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 342 | 11 | 0.0% | 0.0% | 375 | -262 | -43.38% | Q1 2026 | Apr 20, 2026 |
| GW&K Investment Management, LLC | History | Added to | 343 | 11 | 0.0% | 0.0% | 373 | +120 | 53.81% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 346 | 11 | 0.0% | 0.0% | 377 | -2 | -0.57% | Q1 2026 | Apr 24, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 281 | 11 | 0.02% | 0.02% | 376 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 310 | 10 | 0.0% | 0.0% | 380 | -60 | -16.22% | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 327 | 10 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | No change | 326 | 10 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capital Analysts, LLC | History | Reduced | 283 | 9 | 0.0% | 0.0% | 381 | -31 | -9.87% | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 294 | 9 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Larson Financial Group LLC | History | Reduced | 252 | 8 | 0.0% | 0.0% | 383 | -114 | -31.15% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | Added to | 264 | 8 | 0.0% | 0.0% | 386 | +114 | 76.0% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 244 | 8 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Fairman Group, LLC | History | No change | 248 | 8 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SHP Wealth Management | History | Added to | 238 | 7 | 0.0% | 0.0% | 390 | +63 | 36.0% | Q1 2026 | May 08, 2026 |
| CX Institutional | History | Reduced | 203 | 7 | 0.0% | 0.0% | 389 | -54 | -21.01% | Q1 2026 | Apr 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 226 | 7 | 0.0% | 0.0% | 388 | +27 | 13.57% | Q1 2026 | Apr 30, 2026 |
| Signature Equity Partners, LLC | History | Added to | 232 | 7 | 0.0% | 0.0% | 392 | +26 | 12.62% | Q1 2026 | May 13, 2026 |
| CITY HOLDING CO | History | No change | 223 | 7 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Reflection Asset Management | History | No change | 181 | 7 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 185 | 6 | 0.0% | 0.0% | 393 | -600 | -76.43% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 193 | 6 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Coston, McIsaac & Partners | History | No change | 198 | 6 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hughes Financial Services, LLC | History | No change | 184 | 6 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Strive Financial Group ,LLC | History | No change | 170 | 6 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 172 | 5 | 0.0% | 0.0% | 399 | -713 | -80.56% | Q1 2026 | May 11, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 153 | 5 | 0.0% | — | 398 | +135 | 750.0% | Q1 2026 | Apr 30, 2026 |
| True Wealth Design, LLC | History | Reduced | 175 | 5 | 0.0% | 0.0% | 400 | -121 | -40.88% | Q1 2026 | Apr 13, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 159 | 5 | 0.0% | 0.01% | 401 | -55 | -25.7% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 156 | 5 | 0.0% | 0.01% | 402 | -5 | -3.11% | Q1 2026 | May 08, 2026 |
| PlanVest Financial, Inc | History | New | 143 | 4 | 0.0% | — | 407 | +143 | New | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 133 | 4 | 0.0% | — | 406 | +133 | New | Q1 2026 | Apr 30, 2026 |
| Fortitude Family Office, LLC | History | No change | 136 | 4 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WealthCollab, LLC | History | No change | 134 | 4 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 107 | 4 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 112 | 3 | 0.0% | — | 416 | +112 | New | Q1 2026 | May 12, 2026 |
| Richardson Capital Management LLC | History | New | 101 | 3 | 0.0% | — | 415 | +101 | New | Q1 2026 | May 12, 2026 |
| Essential Partners LLC | History | New | 99 | 3 | 0.0% | — | 417 | +99 | New | Q1 2026 | May 21, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 119 | 3 | 0.0% | 0.0% | 412 | +80 | 205.13% | Q1 2026 | May 14, 2026 |
| Kilter Group LLC | History | Added to | 91 | 3 | 0.0% | 0.0% | 413 | +52 | 133.33% | Q1 2026 | May 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 103 | 3 | 0.0% | 0.0% | 411 | +6 | 6.19% | Q1 2026 | Apr 23, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 114 | 3 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 98 | 3 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 92 | 3 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 92 | 3 | 0.0% | — | 414 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Arlington Trust Co LLC | History | New | 89 | 2 | 0.0% | — | 429 | +89 | New | Q1 2026 | Apr 08, 2026 |
| Synergy Investment Management, LLC | History | New | 88 | 2 | 0.0% | — | 430 | +88 | New | Q1 2026 | May 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 79 | 2 | 0.0% | 0.0% | 418 | +37 | 88.1% | Q1 2026 | Apr 17, 2026 |
| North Star Investment Management Corp. | History | Reduced | 75 | 2 | 0.0% | 0.0% | 419 | -33 | -30.56% | Q1 2026 | Apr 23, 2026 |
| Nemes Rush Group LLC | History | Reduced | 88 | 2 | 0.0% | 0.0% | 427 | -33 | -27.27% | Q1 2026 | Apr 21, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 75 | 2 | 0.0% | 0.0% | 421 | -22 | -22.68% | Q1 2026 | May 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 87 | 2 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Asset Dedication, LLC | History | No change | 66 | 2 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| First Command Advisory Services, Inc. | History | No change | 86 | 2 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pacifica Partners Inc. | History | No change | 63 | 2 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| HighMark Wealth Management LLC | History | No change | 78 | 2 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 90 | 2 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 88 | 2 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 58 | 1 | 0.0% | 0.0% | 435 | -341 | -85.46% | Q1 2026 | Apr 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 47 | 1 | 0.0% | 0.0% | 440 | -107 | -69.48% | Q1 2026 | Apr 06, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Reduced | 56 | 1 | 0.0% | 0.0% | 433 | -56 | -50.0% | Q1 2026 | Apr 13, 2026 |
| Western Wealth Management, LLC | History | New | 44 | 1 | 0.0% | — | 442 | +44 | New | Q1 2026 | May 19, 2026 |
| Raleigh Capital Management Inc. | History | New | 42 | 1 | 0.0% | — | 443 | +42 | New | Q1 2026 | Apr 28, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 56 | 1 | 0.0% | — | 436 | +37 | 194.74% | Q1 2026 | Apr 30, 2026 |
| Wealth Science Advisors LLC | History | New | 37 | 1 | 0.0% | — | 445 | +37 | New | Q1 2026 | Apr 08, 2026 |
| Burk Holdings LLC | History | New | 36 | 1 | 0.0% | — | 444 | +36 | New | Q1 2026 | May 07, 2026 |
| Stone House Investment Management, LLC | History | New | 31 | 1 | 0.0% | — | 441 | +31 | New | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 54 | 1 | 0.0% | 0.0% | 431 | +3 | 5.88% | Q1 2026 | Apr 13, 2026 |
| HM PAYSON & CO | History | No change | 56 | 1 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Key FInancial Inc | History | No change | 49 | 1 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Lodestone Wealth Management LLC | History | No change | 60 | 1 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Motiv8 Investments LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clearbridge Investments, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,684,028 | -100.0% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -784,945 | -100.0% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -535,256 | -100.0% | Q1 2026 | May 12, 2026 |
| Capital World Investors | History | Closed out | 0 | 0 | — | 0.0% | — | -299,184 | -100.0% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.01% | — | -200,119 | -100.0% | Q1 2026 | May 15, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Closed out | 0 | 0 | — | 0.15% | — | -180,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -139,836 | -100.0% | Q1 2026 | May 07, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -125,434 | -100.0% | Q1 2026 | May 15, 2026 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 0.37% | — | -96,740 | -100.0% | Q1 2026 | May 04, 2026 |
| Seascape Capital Management | History | Closed out | 0 | 0 | — | 1.04% | — | -90,148 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -89,319 | -100.0% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -76,037 | -100.0% | Q1 2026 | May 15, 2026 |
| Boston Common Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -75,966 | -100.0% | Q1 2026 | May 07, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -72,215 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -66,645 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -59,743 | -100.0% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.06% | — | -47,476 | -100.0% | Q1 2026 | May 13, 2026 |
| Gradient Investments LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -37,473 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Marks Group Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.1% | — | -25,971 | -100.0% | Q1 2026 | May 05, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -25,025 | -100.0% | Q1 2026 | May 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.09% | — | -22,629 | -100.0% | Q1 2026 | May 12, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,399 | -100.0% | Q1 2026 | May 15, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,233 | -100.0% | Q1 2026 | May 08, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Closed out | 0 | 0 | — | 0.05% | — | -17,835 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,610 | -100.0% | Q1 2026 | May 01, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -13,715 | -100.0% | Q1 2026 | Apr 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,577 | -100.0% | Q1 2026 | May 15, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -11,122 | -100.0% | Q1 2026 | May 15, 2026 |
| BSW Wealth Partners | History | Closed out | 0 | 0 | — | 0.05% | — | -10,851 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Cordatus Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,712 | -100.0% | Q1 2026 | Apr 29, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,468 | -100.0% | Q1 2026 | May 14, 2026 |
| Storgate, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -10,437 | -100.0% | Q1 2026 | May 06, 2026 |
| Brucke Financial, Inc. | History | Closed out | 0 | 0 | — | 0.23% | — | -10,293 | -100.0% | Q1 2026 | Apr 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -9,975 | -100.0% | Q1 2026 | May 01, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,906 | -100.0% | Q1 2026 | May 14, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,792 | -100.0% | Q1 2026 | Apr 23, 2026 |
| LVW Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,511 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,448 | -100.0% | Q1 2026 | May 08, 2026 |
| COMMERCE BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -8,732 | -100.0% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,603 | -100.0% | Q1 2026 | May 14, 2026 |
| Portside Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,587 | -100.0% | Q1 2026 | May 12, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,458 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,457 | -100.0% | Q1 2026 | May 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,265 | -100.0% | Q1 2026 | May 14, 2026 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,214 | -100.0% | Q1 2026 | May 12, 2026 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,927 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,825 | -100.0% | Q1 2026 | May 14, 2026 |
| Athena Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -6,755 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Dempze Nancy E | History | Closed out | 0 | 0 | — | 0.14% | — | -6,750 | -100.0% | Q1 2026 | May 14, 2026 |
| EWA, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,567 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,234 | -100.0% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,157 | -100.0% | Q1 2026 | Apr 10, 2026 |
| EJMK Ventures LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -6,123 | -100.0% | Q1 2026 | Apr 24, 2026 |
| AlTi Global, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,035 | -100.0% | Q1 2026 | May 07, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -5,974 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Elefante Mark B | History | Closed out | 0 | 0 | — | 0.14% | — | -5,860 | -100.0% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,845 | -100.0% | Q1 2026 | May 14, 2026 |
| Notis-McConarty Edward | History | Closed out | 0 | 0 | — | 0.11% | — | -5,785 | -100.0% | Q1 2026 | May 08, 2026 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,651 | -100.0% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -5,578 | -100.0% | Q1 2026 | May 08, 2026 |
| Choate Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -5,477 | -100.0% | Q1 2026 | May 13, 2026 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.04% | — | -5,351 | -100.0% | Q1 2026 | May 15, 2026 |
| Traveka Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,329 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Outlook Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,304 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Calydon Capital | History | Closed out | 0 | 0 | — | 0.04% | — | -5,295 | -100.0% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -5,216 | -100.0% | Q1 2026 | May 05, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,205 | -100.0% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -5,128 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,800 | -100.0% | Q1 2026 | May 14, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,722 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,361 | -100.0% | Q1 2026 | May 14, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -594 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Bayforest Capital Ltd | History | Reduced | 24 | 0 | — | 0.02% | — | -557 | -95.87% | Q1 2026 | Apr 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -535 | -100.0% | Q1 2026 | May 06, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -399 | -100.0% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Reduced | 26 | 0 | — | 0.0% | — | -245 | -90.41% | Q1 2026 | Apr 17, 2026 |
| Bangor Savings Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q1 2026 | Apr 01, 2026 |
| Prestige Wealth Management Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -172 | -100.0% | Q1 2026 | May 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | Apr 14, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Quent Capital, LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -100 | -93.46% | Q1 2026 | Apr 28, 2026 |
| Piscataqua Savings Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q1 2026 | May 15, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | Apr 13, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q1 2026 | May 11, 2026 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q1 2026 | May 06, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q1 2026 | May 11, 2026 |
| Bravera Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q1 2026 | May 01, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | May 15, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | May 15, 2026 |
| ST GERMAIN D J CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | Apr 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | Apr 27, 2026 |
| American Capital Advisory, LLC | History | Added to | 24 | 0 | — | — | — | +21 | 700.0% | Q1 2026 | Apr 29, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 12, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | May 07, 2026 |
| Abound Wealth Management | History | Reduced | 3 | 0 | — | — | — | -12 | -80.0% | Q1 2026 | Apr 10, 2026 |
| Triumph Capital Management | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 13, 2026 |
| JPL Wealth Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 08, 2026 |
| Rakuten Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 01, 2026 |
| Cheviot Value Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Trust Co | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 26 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| DV EQUITIES, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Caitlin John, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |