Banco Santander, S.A. - SAN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 78,079,188 | 880,733 | 0.05% | 0.04% | 1 | +21,969,770 | 39.16% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 43,096,768 | 486,131 | 0.06% | 0.03% | 2 | +25,050,194 | 138.81% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 39,517,855 | 445,761 | 0.15% | 0.39% | 3 | -57,347,736 | -59.2% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 38,976,657 | 439,656 | 0.02% | 0.02% | 4 | +2,114,286 | 5.74% | Q1 2026 | May 15, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 22,332,642 | 251,912 | 3.77% | 4.76% | 5 | -2,281,932 | -9.27% | Q1 2026 | Apr 29, 2026 |
| BlackRock, Inc. | History | Added to | 15,875,697 | 179,077 | 0.0% | 0.0% | 6 | +1,011,821 | 6.81% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 15,294,412 | 172,520 | 0.08% | 0.0% | 7 | +15,146,841 | 10264.1% | Q1 2026 | May 12, 2026 |
| Capital International Investors | History | Added to | 15,120,821 | 161,793 | 0.04% | 0.03% | 8 | +353,972 | 2.4% | Q1 2026 | May 13, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 13,815,641 | 155,840 | 0.45% | 0.44% | 9 | -145,395 | -1.04% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 13,371,863 | 150,834 | 0.02% | 0.02% | 10 | +626,409 | 4.91% | Q1 2026 | May 14, 2026 |
| PharVision Advisers, LLC | History | New | 13,320 | 150,250 | 1.52% | — | 11 | +13,320 | New | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 11,413,194 | 128,740 | 0.01% | 0.0% | 12 | +6,198,828 | 118.88% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 10,866,980 | 122,579 | 0.03% | 0.03% | 13 | -10,097 | -0.09% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 9,400,907 | 110,272 | 0.19% | 0.19% | 14 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 8,388,093 | 94,617 | 0.16% | 0.18% | 15 | -494,990 | -5.57% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 7,730,692 | 87,202 | 0.08% | 0.08% | 16 | -1,253,079 | -13.95% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 7,677,599 | 86,603 | 0.04% | 0.0% | 17 | +7,083,210 | 1191.68% | Q1 2026 | May 11, 2026 |
| CIBC Bancorp USA Inc. | History | New | 7,632,182 | 86,180 | 0.12% | — | 18 | +7,632,182 | New | Q1 2026 | May 12, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 6,704,499 | 75,626 | 0.47% | 0.52% | 19 | -453,758 | -6.34% | Q1 2026 | May 15, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 6,548,293 | 73,864 | 1.45% | 1.74% | 20 | -1,082,120 | -14.18% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,260,112 | 70,614 | 0.02% | 0.02% | 21 | +457,238 | 7.88% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 5,939,881 | 67,001 | 0.01% | 0.0% | 22 | +5,383,065 | 966.76% | Q1 2026 | May 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 5,618,010 | 63,371 | 0.03% | 0.03% | 23 | +691,332 | 14.03% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 5,009,337 | 56,505 | 0.01% | 0.0% | 24 | +4,995,415 | 35881.45% | Q1 2026 | May 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 4,244,210 | 47,875 | 0.37% | 0.43% | 25 | -617,150 | -12.7% | Q1 2026 | May 04, 2026 |
| TORONTO DOMINION BANK | History | New | 4,210,189 | 47,490 | 0.07% | — | 26 | +4,210,189 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,173,022 | 47,071 | 0.01% | 0.01% | 27 | +311,798 | 8.08% | Q1 2026 | Jul 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,179,089 | 47,071 | 0.01% | 0.02% | 28 | +57,613 | 1.4% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,569,414 | 38,192 | 0.0% | 0.0% | 29 | +348,416 | 10.82% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 3,196,514 | 36,057 | 0.05% | 0.05% | 30 | +129,330 | 4.22% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 2,806,971 | 31,662 | 0.04% | 0.0% | 31 | +2,561,089 | 1041.59% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,566,939 | 28,955 | 0.05% | 0.04% | 32 | +705,034 | 37.87% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,542,746 | 28,682 | 0.0% | 0.0% | 33 | +296,336 | 13.19% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,481,273 | 27,989 | 0.0% | 0.0% | 34 | +1,656 | 0.07% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 2,285,033 | 25,775 | 0.02% | 0.02% | 35 | +319,091 | 16.23% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,938,731 | 21,868 | 0.11% | 0.12% | 36 | +15,861 | 0.82% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,948,247 | 20,750 | 0.01% | 0.0% | 37 | +1,913,696 | 5538.76% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,774,678 | 20,018 | 0.01% | 0.01% | 38 | +485,611 | 37.67% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,686,207 | 19,020 | 0.01% | 0.0% | 39 | +140,341 | 9.08% | Q1 2026 | May 06, 2026 |
| Wilkinson Global Asset Management LLC | History | Added to | 1,642,260 | 18,524 | 1.41% | 0.03% | 40 | +1,607,460 | 4619.14% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,535,847 | 17,324 | 0.0% | 0.0% | 41 | +373,646 | 32.15% | Q1 2026 | May 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 1,473,746 | 16,623 | 0.17% | 0.17% | 42 | +138,582 | 10.38% | Q1 2026 | Apr 27, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 1,452,014 | 16,378 | 0.09% | 0.07% | 43 | +512,867 | 54.61% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,290,697 | 14,559 | 0.02% | 0.02% | 44 | +68,480 | 5.6% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 1,112,825 | 12,540 | 0.01% | 0.01% | 45 | +42,099 | 3.93% | Q1 2026 | May 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 1,086,995 | 12,261 | 0.18% | 0.19% | 46 | -43,322 | -3.83% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,043,366 | 11,769 | 0.01% | 0.01% | 47 | +43,540 | 4.35% | Q1 2026 | May 12, 2026 |
| Walleye Capital LLC | History | Added to | 1,023,977 | 11,550 | 0.05% | 0.01% | 48 | +881,377 | 618.08% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 999,646 | 11,276 | 0.01% | 0.0% | 49 | +754,779 | 308.24% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 985,928 | 11,121 | 0.0% | 0.0% | 50 | +478,257 | 94.21% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 956,275 | 10,786 | 0.01% | 0.01% | 51 | +147,776 | 18.28% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 954,582 | 10,767 | 0.02% | 0.02% | 52 | +54,097 | 6.01% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 952,980 | 10,698 | 0.04% | 0.04% | 53 | +19,543 | 2.09% | Q1 2026 | May 11, 2026 |
| Steamboat Capital Partners, LLC | History | Reduced | 900,000 | 10,152 | 2.52% | 2.91% | 54 | -3,926 | -0.43% | Q1 2026 | May 15, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 790,360 | 8,915 | 1.62% | 1.0% | 55 | +394,860 | 99.84% | Q1 2026 | May 13, 2026 |
| DV EQUITIES, LLC | History | No change | 757,680 | 8,887 | 1.59% | 1.59% | 56 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 777,198 | 8,766 | 0.1% | 0.1% | 57 | +20,709 | 2.74% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Reduced | 761,424 | 8,648 | 0.0% | 0.0% | 58 | -2,632 | -0.34% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 759,810 | 8,570 | 0.02% | 0.02% | 59 | -67,742 | -8.19% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 703,998 | 7,941 | 0.01% | 0.01% | 60 | +59,304 | 9.2% | Q1 2026 | May 13, 2026 |
| NOMURA HOLDINGS INC | History | New | 700,699 | 7,903 | 0.02% | — | 61 | +700,699 | New | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 680,036 | 7,670 | 0.07% | 0.06% | 62 | -62,024 | -8.36% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 673,795 | 7,600 | 0.01% | 0.01% | 63 | -39,255 | -5.51% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 657,990 | 7,422 | 0.07% | 0.08% | 64 | -69,371 | -9.54% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 646,366 | 7,291 | 0.01% | 0.01% | 65 | +2,114 | 0.33% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Added to | 640,444 | 7,224 | 0.06% | 0.05% | 66 | +177,489 | 38.34% | Q1 2026 | May 14, 2026 |
| Compass Rose Asset Management, LP | History | New | 635,000 | 7,162 | 0.54% | — | 67 | +635,000 | New | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Added to | 579,607 | 6,537 | 0.15% | 0.14% | 68 | +5,903 | 1.03% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 543,551 | 6,131 | 0.18% | 0.19% | 69 | +12,140 | 2.28% | Q1 2026 | May 13, 2026 |
| PEAK6 LLC | History | New | 531,570 | 5,996 | 0.01% | — | 70 | +531,570 | New | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 526,590 | 5,939 | 0.01% | 0.01% | 71 | +6,754 | 1.3% | Q1 2026 | May 05, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Added to | 520,774 | 5,874 | 1.18% | 1.11% | 72 | +44,332 | 9.3% | Q1 2026 | Apr 28, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 515,311 | 5,812 | 0.07% | 0.06% | 73 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 505,420 | 5,701 | 0.12% | 0.12% | 74 | -3,590 | -0.71% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 490,419 | 5,531 | 0.01% | 0.0% | 75 | +439,138 | 856.34% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 450,201 | 5,078 | 0.04% | 0.04% | 76 | +8,400 | 1.9% | Q1 2026 | Apr 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 450,000 | 5,076 | 0.01% | — | 77 | +450,000 | New | Q1 2026 | May 15, 2026 |
| SAMLYN CAPITAL, LLC | History | New | 448,813 | 5,062 | 0.09% | — | 78 | +448,813 | New | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 436,334 | 4,922 | 0.0% | — | 79 | +436,334 | New | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 424,463 | 4,787 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 423,604 | 4,778 | 0.08% | 0.09% | 81 | +19,536 | 4.83% | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | Added to | 399,352 | 4,504 | 0.01% | 0.0% | 82 | +287,621 | 257.42% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 385,108 | 4,344 | 0.0% | 0.0% | 83 | +28,060 | 7.86% | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | Added to | 375,595 | 4,236 | 0.13% | 0.1% | 84 | +194,959 | 107.93% | Q1 2026 | Apr 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 370,617 | 4,180 | 0.0% | 0.0% | 85 | +73,678 | 24.81% | Q1 2026 | May 08, 2026 |
| Ethic Inc. | History | Added to | 363,160 | 4,096 | 0.06% | 0.06% | 86 | +9,712 | 2.75% | Q1 2026 | Apr 27, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 362,842 | 4,092 | 0.0% | 0.0% | 87 | -21,420 | -5.57% | Q1 2026 | May 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 360,794 | 4,069 | 0.06% | 0.06% | 88 | +4,899 | 1.38% | Q1 2026 | Apr 07, 2026 |
| Focus Partners Wealth | History | Added to | 346,510 | 4,006 | 0.0% | 0.0% | 89 | +42,742 | 14.07% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 354,800 | 4,002 | 0.0% | 0.0% | 90 | -287,992 | -44.8% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 352,661 | 3,978 | 0.14% | — | 91 | +352,661 | New | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 351,179 | 3,961 | 0.05% | 0.05% | 92 | -20,996 | -5.64% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 345,443 | 3,896 | 0.0% | 0.0% | 93 | +59,949 | 21.0% | Q1 2026 | Jul 17, 2026 |
| Naviter Wealth, LLC | History | Added to | 343,675 | 3,876 | 0.48% | 0.51% | 94 | +11,634 | 3.5% | Q1 2026 | Apr 10, 2026 |
| Verition Fund Management LLC | History | Added to | 341,413 | 3,851 | 0.02% | 0.0% | 95 | +233,014 | 214.96% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 344,860 | 3,841 | 0.01% | 0.01% | 96 | +16,820 | 5.13% | Q1 2026 | May 15, 2026 |
| Arlington Capital Management, Inc. | History | Reduced | 338,496 | 3,818 | 2.15% | 2.45% | 97 | -1,708 | -0.5% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 337,704 | 3,809 | 0.04% | 0.05% | 98 | -18,874 | -5.29% | Q1 2026 | Apr 23, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 335,425 | 3,783 | 0.06% | 0.05% | 99 | +59,134 | 21.4% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 335,227 | 3,781 | 0.02% | 0.02% | 100 | -138,883 | -29.29% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 325,569 | 3,672 | 0.02% | 0.02% | 101 | +10,543 | 3.35% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 320,610 | 3,616 | 0.0% | 0.0% | 102 | +20,484 | 6.83% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 300,808 | 3,394 | 0.02% | 0.02% | 103 | +27,453 | 10.04% | Q1 2026 | May 15, 2026 |
| CacheTech Inc. | History | Added to | 293,432 | 3,309 | 0.64% | 0.61% | 104 | +12,557 | 4.47% | Q1 2026 | May 11, 2026 |
| Optiver Holding B.V. | History | Reduced | 281,682 | 3,177 | 0.0% | 0.0% | 105 | -343,226 | -54.92% | Q1 2026 | Jun 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 281,199 | 3,171 | 0.0% | 0.0% | 106 | -509,846 | -64.45% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 277,223 | 3,127 | 0.01% | 0.0% | 107 | +82,227 | 42.17% | Q1 2026 | May 14, 2026 |
| GUARDIAN CAPITAL LP | History | Added to | 274,636 | 3,097 | 0.08% | 0.08% | 108 | +46,510 | 20.39% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 273,481 | 3,084 | 0.02% | 0.01% | 109 | +62,839 | 29.83% | Q1 2026 | Apr 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 264,957 | 2,988 | 0.03% | 0.07% | 110 | -152,720 | -36.56% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 262,481 | 2,960 | 0.09% | 0.09% | 111 | +9,355 | 3.7% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 259,549 | 2,927 | 0.01% | 0.01% | 112 | +15,432 | 6.32% | Q1 2026 | May 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 255,195 | 2,878 | 0.3% | 0.28% | 113 | +73 | 0.03% | Q1 2026 | May 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 248,054 | 2,798 | 0.06% | 0.06% | 114 | +33,885 | 15.82% | Q1 2026 | May 14, 2026 |
| Adams Wealth Management | History | Added to | 244,463 | 2,757 | 0.61% | 0.61% | 115 | +240 | 0.1% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 242,760 | 2,738 | 0.0% | 0.0% | 116 | +204,400 | 532.85% | Q1 2026 | May 13, 2026 |
| Caprock Group, LLC | History | Reduced | 229,362 | 2,587 | 0.06% | 0.06% | 117 | -2,438 | -1.05% | Q1 2026 | May 11, 2026 |
| SIH Partners, LLLP | History | Added to | 221,786 | 2,501 | 0.03% | 0.04% | 118 | +41,110 | 22.75% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 220,155 | 2,483 | 0.04% | 0.03% | 119 | +96,050 | 77.39% | Q1 2026 | Apr 22, 2026 |
| American Trust Investment Advisors, LLC | History | Reduced | 215,580 | 2,431 | 1.34% | 1.4% | 120 | -7,345 | -3.29% | Q1 2026 | May 15, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 216,600 | 2,413 | 0.83% | 2.77% | 121 | +145,191 | 203.32% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 209,181 | 2,359 | 0.0% | 0.0% | 122 | +20,527 | 10.88% | Q1 2026 | Apr 27, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 196,165 | 2,212 | 0.13% | 0.09% | 123 | +50,967 | 35.1% | Q1 2026 | Apr 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 193,846 | 2,186 | 0.01% | 0.01% | 124 | +11,587 | 6.36% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 193,060 | 2,177 | 0.03% | 0.04% | 125 | +9,536 | 5.2% | Q1 2026 | May 04, 2026 |
| CHOREO, LLC | History | Added to | 191,230 | 2,157 | 0.03% | 0.02% | 126 | +50,171 | 35.57% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 189,445 | 2,136 | 0.01% | 0.0% | 127 | +104,105 | 121.99% | Q1 2026 | May 14, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | New | 186,976 | 2,109 | 0.39% | — | 128 | +186,976 | New | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 178,226 | 2,090 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Walleye Trading LLC | History | Added to | 184,806 | 2,084 | 0.0% | 0.0% | 130 | +81,606 | 79.08% | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 183,940 | 2,075 | 0.03% | 0.02% | 131 | +86,890 | 89.53% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 183,332 | 2,067 | 0.0% | 0.0% | 132 | +17,580 | 10.61% | Q1 2026 | May 15, 2026 |
| Capital Research Global Investors | History | Reduced | 192,570 | 2,060 | 0.0% | 0.0% | 133 | -4,067 | -2.07% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 182,075 | 2,053 | 0.03% | 0.15% | 134 | -690,649 | -79.14% | Q1 2026 | Apr 23, 2026 |
| Ballentine Partners, LLC | History | Added to | 180,834 | 2,039 | 0.03% | 0.03% | 135 | +15,200 | 9.18% | Q1 2026 | May 14, 2026 |
| Myriad Asset Management Advisors LLC | History | New | 179,100 | 2,020 | 0.6% | — | 136 | +179,100 | New | Q1 2026 | Apr 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 176,029 | 1,984 | 0.0% | 0.0% | 137 | +34,890 | 24.72% | Q1 2026 | May 05, 2026 |
| DGS Capital Management, LLC | History | Added to | 175,382 | 1,978 | 0.32% | 0.31% | 138 | +19,369 | 12.41% | Q1 2026 | Apr 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 173,824 | 1,960 | 0.03% | 0.03% | 139 | -8,625 | -4.73% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 172,363 | 1,944 | 0.02% | 0.02% | 140 | +11,557 | 7.19% | Q1 2026 | May 05, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Reduced | 172,236 | 1,942 | 0.82% | 0.88% | 141 | -7,137 | -3.98% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 170,558 | 1,923 | 0.0% | 0.0% | 142 | +56,492 | 49.53% | Q1 2026 | May 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 170,386 | 1,921 | 0.21% | — | 143 | +170,386 | New | Q1 2026 | Apr 15, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 169,323 | 1,909 | 0.02% | 0.02% | 144 | -9,721 | -5.43% | Q1 2026 | May 14, 2026 |
| CIBC Asset Management Inc | History | Added to | 162,935 | 1,837 | 0.0% | 0.0% | 145 | +66,934 | 69.72% | Q1 2026 | May 12, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 162,405 | 1,831 | 0.11% | 0.12% | 146 | -8,238 | -4.83% | Q1 2026 | Apr 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 159,090 | 1,794 | 0.01% | 0.0% | 147 | +94,161 | 145.02% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 158,090 | 1,783 | 0.0% | 0.0% | 148 | +31,445 | 24.83% | Q1 2026 | Apr 22, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 157,842 | 1,780 | 0.02% | 0.03% | 149 | -74,094 | -31.95% | Q1 2026 | Apr 24, 2026 |
| Qtron Investments LLC | History | Added to | 155,970 | 1,759 | 0.24% | 0.24% | 150 | +60 | 0.04% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 160,444 | 1,716 | 0.06% | 0.07% | 151 | +4,237 | 2.71% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 147,631 | 1,665 | 0.02% | 0.01% | 152 | +116,476 | 373.86% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 141,084 | 1,654 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 144,297 | 1,627 | 0.01% | 0.01% | 154 | -6,090 | -4.05% | Q1 2026 | May 26, 2026 |
| Savant Capital, LLC | History | Added to | 141,339 | 1,594 | 0.01% | 0.01% | 155 | +10,764 | 8.24% | Q1 2026 | May 04, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 141,174 | 1,592 | 0.31% | 0.19% | 156 | +60,947 | 75.97% | Q1 2026 | May 12, 2026 |
| Venture Visionary Partners LLC | History | No change | 139,778 | 1,576 | 0.05% | 0.05% | 157 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 133,671 | 1,525 | 0.0% | 0.0% | 158 | -43,364 | -24.49% | Q1 2026 | Apr 08, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | New | 134,950 | 1,522 | 0.08% | — | 159 | +134,950 | New | Q1 2026 | Apr 13, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Added to | 131,780 | 1,486 | 0.05% | 0.05% | 160 | +6,490 | 5.18% | Q1 2026 | May 06, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 129,531 | 1,461 | 0.02% | 0.02% | 161 | -424 | -0.33% | Q1 2026 | Apr 21, 2026 |
| M&T BANK CORP | History | Reduced | 126,769 | 1,429 | 0.0% | 0.01% | 162 | -21,483 | -14.49% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 125,615 | 1,416 | 0.0% | 0.0% | 163 | +6,715 | 5.65% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 121,175 | 1,366 | 0.0% | 0.01% | 164 | -13,628 | -10.11% | Q1 2026 | Jun 02, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 116,144 | 1,310 | 0.07% | 0.07% | 165 | -637 | -0.55% | Q1 2026 | May 14, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 113,486 | 1,280 | 0.12% | 0.15% | 166 | -17,171 | -13.14% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Added to | 110,387 | 1,245 | 0.0% | 0.0% | 167 | +68,378 | 162.77% | Q1 2026 | May 13, 2026 |
| Capital World Investors | History | Reduced | 109,011 | 1,166 | 0.0% | 0.0% | 168 | -2,301 | -2.07% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 102,961 | 1,161 | 0.0% | 0.0% | 169 | -26,475 | -20.45% | Q1 2026 | May 01, 2026 |
| Burkett Asset Management Ltd | History | New | 101,875 | 1,149 | 1.13% | — | 170 | +101,875 | New | Q1 2026 | May 05, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 101,574 | 1,145 | 0.05% | 0.05% | 171 | +1,817 | 1.82% | Q1 2026 | Apr 21, 2026 |
| Engineers Gate Manager LP | History | New | 98,484 | 1,110 | 0.01% | — | 172 | +98,484 | New | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 98,216 | 1,107 | 0.0% | 0.0% | 173 | +8,628 | 9.63% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 96,941 | 1,093 | 0.01% | 0.01% | 174 | +10,080 | 11.6% | Q1 2026 | Apr 15, 2026 |
| GREENLEAF TRUST | History | Reduced | 95,992 | 1,082 | 0.01% | 0.01% | 175 | -697 | -0.72% | Q1 2026 | Apr 27, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 95,680 | 1,079 | 0.07% | 0.07% | 176 | +4,143 | 4.53% | Q1 2026 | Apr 28, 2026 |
| Versant Capital Management, Inc | History | Added to | 94,210 | 1,062 | 0.1% | 0.11% | 177 | +19,415 | 25.96% | Q1 2026 | Apr 06, 2026 |
| Invesco Ltd. | History | Reduced | 93,944 | 1,059 | 0.0% | 0.0% | 178 | -42,093 | -30.94% | Q1 2026 | May 12, 2026 |
| Baron Wealth Management LLC | History | Added to | 93,196 | 1,051 | 0.31% | 0.33% | 179 | +1,162 | 1.26% | Q1 2026 | Apr 16, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 92,395 | 1,042 | 0.12% | 0.12% | 180 | +1,164 | 1.28% | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 91,148 | 1,028 | 0.01% | 0.01% | 181 | +10,362 | 12.83% | Q1 2026 | May 08, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 89,386 | 1,008 | 0.12% | 0.13% | 182 | -9,380 | -9.5% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 88,726 | 1,000 | 0.02% | 0.02% | 183 | +2,426 | 2.81% | Q1 2026 | Jun 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 88,547 | 998 | 0.0% | 0.0% | 184 | +73,751 | 498.45% | Q1 2026 | May 08, 2026 |
| MATHER GROUP, LLC. | History | No change | 88,391 | 997 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bain Capital Public Equity, LP | History | New | 88,308 | 996 | 5.55% | — | 186 | +88,308 | New | Q1 2026 | May 14, 2026 |
| Themes Management Co LLC | History | Added to | 88,215 | 995 | 0.61% | 0.7% | 187 | +8,123 | 10.14% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Reduced | 87,398 | 985 | 0.0% | 0.01% | 188 | -25,700 | -22.72% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 84,465 | 952 | 0.02% | 0.02% | 189 | +8,177 | 10.72% | Q1 2026 | May 07, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 82,982 | 936 | 0.15% | 0.1% | 190 | +25,541 | 44.46% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 82,461 | 930 | 0.06% | 0.14% | 191 | -168,827 | -67.18% | Q1 2026 | May 08, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 82,371 | 929 | 0.01% | 0.01% | 192 | -1,388 | -1.66% | Q1 2026 | May 05, 2026 |
| SG Trading Solutions, LLC | History | No change | 77,385 | 908 | 0.21% | 0.21% | 193 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 80,383 | 906 | 0.01% | 0.01% | 194 | -8,667 | -9.73% | Q1 2026 | May 08, 2026 |
| HB Wealth Management, LLC | History | Added to | 79,823 | 900 | 0.01% | 0.01% | 195 | +5,596 | 7.54% | Q1 2026 | Apr 27, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 79,865 | 900 | 0.35% | 0.37% | 196 | -819 | -1.02% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 77,160 | 892 | 0.01% | 0.01% | 197 | +18,976 | 32.61% | Q1 2026 | Apr 07, 2026 |
| Prospera Financial Services Inc | History | Reduced | 77,546 | 874 | 0.01% | 0.03% | 198 | -58,152 | -42.85% | Q1 2026 | Apr 14, 2026 |
| Clearstead Advisors, LLC | History | New | 77,044 | 869 | 0.01% | — | 200 | +77,044 | New | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 77,041 | 869 | 0.02% | 0.02% | 199 | +3,672 | 5.0% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 76,335 | 861 | 0.01% | 0.01% | 201 | +15,538 | 25.56% | Q1 2026 | May 04, 2026 |
| GAMMA Investing LLC | History | Added to | 76,390 | 861 | 0.04% | 0.04% | 202 | +6,211 | 8.85% | Q1 2026 | Apr 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 75,312 | 849 | 0.0% | 0.0% | 203 | -15,158 | -16.75% | Q1 2026 | May 13, 2026 |
| GABELLI FUNDS LLC | History | No change | 75,000 | 846 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 74,607 | 841 | 0.0% | 0.0% | 205 | +6,965 | 10.3% | Q1 2026 | Apr 24, 2026 |
| SYON CAPITAL LLC | History | Added to | 73,952 | 834 | 0.04% | 0.04% | 206 | +869 | 1.19% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 71,855 | 810 | 0.0% | 0.0% | 207 | +40,567 | 129.66% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | Added to | 71,100 | 802 | 0.06% | 0.07% | 208 | +36,552 | 105.8% | Q1 2026 | Apr 28, 2026 |
| Ascent Group, LLC | History | Added to | 70,905 | 799 | 0.03% | 0.03% | 209 | +4,423 | 6.65% | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | Reduced | 70,604 | 796 | 0.17% | 0.2% | 210 | -3,705 | -4.99% | Q1 2026 | Apr 28, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 70,335 | 793 | 0.04% | 0.04% | 211 | +2,003 | 2.93% | Q1 2026 | May 04, 2026 |
| JMN Financial LLC | History | Added to | 68,146 | 768 | 0.75% | 0.73% | 212 | +5,281 | 8.4% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 67,767 | 764 | 0.19% | 0.22% | 213 | -9,167 | -11.92% | Q1 2026 | Apr 08, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 66,999 | 755 | 0.08% | 0.09% | 214 | -874 | -1.29% | Q1 2026 | May 06, 2026 |
| PDS Planning, Inc | History | Added to | 66,357 | 748 | 0.05% | 0.05% | 215 | +1,290 | 1.98% | Q1 2026 | Apr 21, 2026 |
| Orca Wealth Management, LLC | History | Added to | 65,760 | 741 | 0.53% | 0.61% | 216 | +188 | 0.29% | Q1 2026 | Apr 23, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 65,099 | 734 | 0.0% | 0.0% | 217 | -3,806 | -5.52% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 63,655 | 718 | 0.07% | 0.08% | 218 | -4,509 | -6.61% | Q1 2026 | May 11, 2026 |
| Trust Point Inc. | History | Added to | 63,436 | 715 | 0.06% | 0.05% | 219 | +11,558 | 22.28% | Q1 2026 | Apr 15, 2026 |
| Five Oceans Advisors | History | No change | 62,971 | 710 | 0.26% | 0.26% | 220 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 62,310 | 702 | 0.01% | 0.01% | 221 | -2,750 | -4.23% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 60,702 | 684 | 0.02% | 0.02% | 222 | +21,327 | 54.16% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 60,218 | 679 | 0.0% | 0.0% | 223 | +7,060 | 13.28% | Q1 2026 | May 14, 2026 |
| Banco de Sabadell, S.A | History | New | 62,192 | 671 | 0.45% | — | 224 | +62,192 | New | Q1 2026 | May 08, 2026 |
| Focused Wealth Management, Inc | History | New | 58,986 | 665 | 0.07% | — | 225 | +58,986 | New | Q1 2026 | Apr 20, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 55,535 | 651 | 0.0% | 0.01% | 226 | -129,059 | -69.92% | Q1 2026 | May 15, 2026 |
| Frec Markets, Inc. | History | Added to | 57,200 | 645 | 0.11% | 0.15% | 227 | +13,795 | 31.78% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 57,055 | 643 | 0.01% | 0.01% | 228 | +10,681 | 23.03% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 56,183 | 633 | 0.01% | 0.01% | 229 | +10,746 | 23.65% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | New | 55,889 | 630 | 0.01% | — | 230 | +55,889 | New | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 55,152 | 622 | 0.01% | 0.01% | 231 | +25,384 | 85.27% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | New | 54,510 | 614 | 0.02% | — | 232 | +54,510 | New | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 54,174 | 611 | 0.11% | 0.12% | 233 | +732 | 1.37% | Q1 2026 | Apr 28, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 52,115 | 587 | 0.0% | 0.0% | 234 | -3,743 | -6.7% | Q1 2026 | May 14, 2026 |
| Aviso Financial Inc. | History | Added to | 51,336 | 579 | 0.02% | 0.02% | 235 | +1,310 | 2.62% | Q1 2026 | May 13, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 50,954 | 574 | 0.01% | 0.02% | 236 | -4,762 | -8.55% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 50,203 | 566 | 0.0% | 0.0% | 237 | -33,995 | -40.38% | Q1 2026 | Apr 29, 2026 |
| INTRUST BANK NA | History | Added to | 49,706 | 560 | 0.05% | 0.04% | 238 | +5,714 | 12.99% | Q1 2026 | May 06, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 48,986 | 552 | 0.03% | 0.03% | 239 | +654 | 1.35% | Q1 2026 | May 11, 2026 |
| LVW Advisors, LLC | History | Added to | 48,508 | 547 | 0.05% | 0.04% | 240 | +14,323 | 41.9% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Added to | 48,461 | 546 | 0.0% | 0.0% | 241 | +4,252 | 9.62% | Q1 2026 | May 14, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 48,087 | 542 | 0.11% | 0.12% | 242 | 0 | 0.0% | Q1 2026 | Jun 24, 2026 |
| Cresset Asset Management, LLC | History | Added to | 47,129 | 531 | 0.0% | 0.0% | 243 | +6,955 | 17.31% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 46,845 | 528 | 0.01% | 0.0% | 244 | +11,884 | 33.99% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 46,225 | 521 | 0.0% | — | 245 | +46,225 | New | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Added to | 42,702 | 520 | 0.02% | 0.02% | 246 | +1,600 | 3.89% | Q1 2026 | Apr 09, 2026 |
| Florida Trust Wealth Management Co | History | No change | 45,970 | 518 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 45,547 | 513 | 0.03% | 0.03% | 248 | +6,799 | 17.55% | Q1 2026 | Apr 16, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 43,979 | 508 | 0.0% | 0.04% | 249 | -554,270 | -92.65% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 44,190 | 498 | 0.01% | 0.01% | 250 | -1,052 | -2.33% | Q1 2026 | Apr 20, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 43,330 | 488 | 0.07% | 0.08% | 251 | -5,012 | -10.37% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 40,661 | 487 | 0.01% | 0.01% | 252 | +28,292 | 228.73% | Q1 2026 | May 01, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 42,871 | 483 | 0.01% | 0.02% | 253 | -20,159 | -31.98% | Q1 2026 | May 08, 2026 |
| Greenspring Advisors, LLC | History | Added to | 42,221 | 476 | 0.03% | 0.03% | 254 | +2,963 | 7.55% | Q1 2026 | May 04, 2026 |
| Cadence Bank | History | No change | 40,411 | 474 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Clarius Group, LLC | History | No change | 39,993 | 469 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 41,517 | 468 | 0.02% | 0.02% | 257 | +4,900 | 13.38% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 41,420 | 467 | 0.01% | 0.04% | 258 | -121,566 | -74.59% | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | New | 40,400 | 456 | 0.01% | — | 259 | +40,400 | New | Q1 2026 | May 13, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 40,398 | 455 | 0.0% | 0.0% | 260 | -66,418 | -62.18% | Q1 2026 | May 15, 2026 |
| AXQ CAPITAL, LP | History | New | 38,830 | 438 | 0.06% | — | 261 | +38,830 | New | Q1 2026 | May 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 35,230 | 429 | 0.03% | 0.03% | 262 | +2,618 | 8.03% | Q1 2026 | May 01, 2026 |
| XPONANCE LLC | History | Added to | 38,009 | 428 | 0.0% | 0.0% | 263 | +9,334 | 32.55% | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 37,935 | 427 | 0.04% | 0.05% | 264 | -5,850 | -13.36% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 37,810 | 426 | 0.0% | 0.0% | 265 | -3,732 | -8.98% | Q1 2026 | May 13, 2026 |
| Waterfront Wealth Inc. | History | No change | 37,666 | 424 | 0.08% | 0.09% | 266 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 33,630 | 422 | 0.06% | 0.07% | 267 | +3,511 | 11.66% | Q1 2026 | May 11, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 37,158 | 419 | 0.13% | 0.13% | 268 | +1,975 | 5.61% | Q1 2026 | Apr 17, 2026 |
| Cromwell Holdings LLC | History | No change | 36,753 | 414 | 0.23% | 0.24% | 269 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| J.Safra Asset Management Corp | History | Added to | 36,672 | 413 | 0.02% | 0.0% | 270 | +29,559 | 415.56% | Q1 2026 | May 04, 2026 |
| New Republic Capital, LLC | History | Reduced | 35,837 | 404 | 0.14% | 0.17% | 271 | -19,038 | -34.69% | Q1 2026 | May 01, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 35,807 | 403 | 0.0% | 0.01% | 272 | -700 | -1.92% | Q1 2026 | May 08, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | New | 35,387 | 399 | 0.15% | — | 274 | +35,387 | New | Q1 2026 | May 08, 2026 |
| Storgate, LLC | History | Added to | 35,413 | 399 | 0.31% | 0.33% | 273 | +892 | 2.58% | Q1 2026 | May 06, 2026 |
| IMC-Chicago, LLC | History | New | 35,323 | 398 | 0.0% | — | 276 | +35,323 | New | Q1 2026 | May 05, 2026 |
| Gibbs Wealth Management | History | Added to | 35,333 | 398 | 0.05% | 0.04% | 275 | +20,232 | 133.98% | Q1 2026 | May 13, 2026 |
| SYM FINANCIAL Corp | History | Added to | 35,203 | 397 | 0.04% | 0.04% | 277 | +90 | 0.26% | Q1 2026 | May 08, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 35,120 | 396 | 0.29% | 0.07% | 278 | -520 | -1.46% | Q1 2026 | Apr 14, 2026 |
| Traveka Wealth, LLC | History | Added to | 35,094 | 395 | 0.15% | 0.17% | 279 | +26 | 0.07% | Q1 2026 | Apr 22, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 32,986 | 393 | 0.02% | 0.02% | 280 | +2,804 | 9.29% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 34,589 | 390 | 0.0% | 0.0% | 281 | -4,863 | -12.33% | Q1 2026 | May 07, 2026 |
| Kovack Advisors, Inc. | History | Added to | 33,819 | 382 | 0.02% | 0.01% | 282 | +18,541 | 121.36% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 33,745 | 380 | 0.0% | 0.0% | 283 | +3,774 | 12.59% | Q1 2026 | May 07, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 33,581 | 378 | 0.1% | 0.1% | 284 | +1,976 | 6.25% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 33,262 | 375 | 0.0% | 0.0% | 285 | -550 | -1.63% | Q1 2026 | Apr 30, 2026 |
| May Hill Capital, LLC | History | Added to | 33,202 | 374 | 0.09% | 0.09% | 286 | +5,574 | 20.18% | Q1 2026 | May 06, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 32,475 | 366 | 0.01% | 0.01% | 287 | -7,302 | -18.36% | Q1 2026 | Apr 21, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 32,432 | 365 | 0.09% | 0.1% | 288 | -396 | -1.21% | Q1 2026 | May 01, 2026 |
| PFW Advisors LLC | History | No change | 32,394 | 365 | 0.11% | 0.11% | 289 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Governors Lane LP | History | New | 32,260 | 363 | 0.02% | — | 290 | +32,260 | New | Q1 2026 | May 15, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Reduced | 31,983 | 360 | 0.14% | 0.16% | 292 | -1,443 | -4.32% | Q1 2026 | May 14, 2026 |
| Carter Financial Group, INC. | History | Added to | 31,926 | 360 | 0.22% | 0.22% | 291 | +638 | 2.04% | Q1 2026 | Apr 27, 2026 |
| VSM Wealth Advisory, LLC | History | New | 31,608 | 356 | 0.11% | — | 293 | +31,608 | New | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Reduced | 31,086 | 354 | 0.01% | 0.02% | 294 | -23,537 | -43.09% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 30,733 | 346 | 0.01% | 0.01% | 295 | +5,073 | 19.77% | Q1 2026 | May 18, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 30,589 | 345 | 0.02% | 0.03% | 296 | +2,127 | 7.47% | Q1 2026 | May 07, 2026 |
| West Family Investments, Inc. | History | Reduced | 30,501 | 344 | 0.12% | 0.15% | 297 | -24,549 | -44.59% | Q1 2026 | May 07, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 30,423 | 343 | 0.04% | 0.05% | 298 | -49 | -0.16% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 30,397 | 342 | 0.0% | 0.0% | 299 | -1,300 | -4.1% | Q1 2026 | May 15, 2026 |
| Myriad Asset Management US LP | History | New | 30,208 | 341 | 0.51% | — | 300 | +30,208 | New | Q1 2026 | Apr 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 30,206 | 340 | 0.0% | 0.0% | 301 | +14,169 | 88.35% | Q1 2026 | Apr 20, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 30,052 | 338 | 0.01% | 0.01% | 302 | -1,185 | -3.79% | Q1 2026 | Apr 21, 2026 |
| Optas, LLC | History | Added to | 29,885 | 337 | 0.05% | 0.05% | 303 | +677 | 2.32% | Q1 2026 | Apr 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 30,360 | 334 | 0.0% | 0.0% | 304 | +1,817 | 6.37% | Q1 2026 | May 01, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 29,287 | 330 | 0.05% | 0.06% | 305 | -139 | -0.47% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Added to | 28,182 | 317 | 0.01% | 0.01% | 306 | +1,319 | 4.91% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 27,722 | 312 | 0.01% | 0.01% | 307 | -644 | -2.27% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 27,249 | 307 | 0.01% | 0.01% | 308 | +1,046 | 3.99% | Q1 2026 | May 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 26,792 | 302 | 0.01% | 0.01% | 310 | -347 | -1.28% | Q1 2026 | Apr 21, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 26,788 | 302 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 26,673 | 300 | 0.01% | 0.01% | 311 | -167 | -0.62% | Q1 2026 | May 15, 2026 |
| Syverson Strege & Co | History | Reduced | 26,448 | 298 | 0.07% | 0.08% | 312 | -1,662 | -5.91% | Q1 2026 | May 04, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 24,424 | 297 | 0.01% | 0.0% | 313 | +3,390 | 16.12% | Q1 2026 | May 15, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 26,100 | 294 | 0.04% | 0.04% | 314 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 26,023 | 293 | 0.01% | 0.01% | 315 | -2,854 | -9.88% | Q1 2026 | Apr 20, 2026 |
| SG Americas Securities, LLC | History | New | 25,855 | 292 | 0.0% | — | 316 | +25,855 | New | Q1 2026 | Apr 16, 2026 |
| SATURNA CAPITAL CORP | History | Reduced | 26,000 | 290 | 0.0% | 0.01% | 317 | -9,400 | -26.55% | Q1 2026 | May 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 25,647 | 289 | 0.02% | 0.02% | 318 | +1,810 | 7.59% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 25,095 | 283 | 0.01% | 0.01% | 319 | -112 | -0.44% | Q1 2026 | May 14, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | New | 25,085 | 282 | 0.06% | — | 320 | +25,085 | New | Q1 2026 | Apr 20, 2026 |
| Athena Wealth Management, LLC | History | New | 25,063 | 282 | 0.23% | — | 321 | +25,063 | New | Q1 2026 | Apr 17, 2026 |
| Legacy Capital Group California, Inc. | History | New | 24,845 | 280 | 0.11% | — | 322 | +24,845 | New | Q1 2026 | May 04, 2026 |
| Westend Capital Management, LLC | History | Reduced | 24,738 | 279 | 0.08% | 0.08% | 323 | -90 | -0.36% | Q1 2026 | Apr 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 23,961 | 277 | 0.0% | 0.0% | 324 | +1,889 | 8.56% | Q1 2026 | May 14, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 24,510 | 276 | 0.11% | 0.12% | 325 | -1,000 | -3.92% | Q1 2026 | Apr 23, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 24,406 | 275 | 0.02% | 0.04% | 326 | -28,557 | -53.92% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 24,296 | 274 | 0.0% | 0.0% | 327 | -3,460 | -12.47% | Q1 2026 | May 15, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 24,210 | 273 | 0.08% | 0.09% | 328 | -1,653 | -6.39% | Q1 2026 | Apr 20, 2026 |
| Activest Wealth Management | History | Added to | 24,201 | 272 | 0.05% | 0.05% | 329 | +60 | 0.25% | Q1 2026 | Apr 15, 2026 |
| NORDEN GROUP LLC | History | Reduced | 24,076 | 271 | 0.03% | 0.03% | 330 | -3,910 | -13.97% | Q1 2026 | Apr 15, 2026 |
| SteelPeak Wealth, LLC | History | New | 23,999 | 270 | 0.01% | — | 332 | +23,999 | New | Q1 2026 | May 05, 2026 |
| Snider Financial Group | History | Reduced | 23,996 | 270 | 0.08% | 0.08% | 331 | -500 | -2.04% | Q1 2026 | Apr 15, 2026 |
| a16z Perennial Management, L.P. | History | Reduced | 23,859 | 269 | 0.02% | 0.03% | 333 | -6,162 | -20.53% | Q1 2026 | May 11, 2026 |
| Sonoma Allocations LLC | History | Reduced | 23,591 | 269 | 0.09% | 0.12% | 335 | -4,767 | -16.81% | Q1 2026 | May 19, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 23,920 | 269 | 0.18% | 0.18% | 334 | +1,780 | 8.04% | Q1 2026 | Apr 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 23,785 | 268 | 0.0% | 0.0% | 336 | -311,516 | -92.91% | Q1 2026 | May 14, 2026 |
| Nilsine Partners, LLC | History | No change | 22,395 | 268 | 0.02% | 0.02% | 337 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Csenge Advisory Group | History | Reduced | 23,538 | 265 | 0.01% | 0.01% | 338 | -788 | -3.24% | Q1 2026 | Apr 30, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 23,022 | 259 | 0.02% | 0.01% | 339 | +10,600 | 85.33% | Q1 2026 | Apr 09, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 23,053 | 259 | 0.01% | 0.01% | 340 | +1,078 | 4.91% | Q1 2026 | May 15, 2026 |
| CERTUITY, LLC | History | Added to | 23,000 | 259 | 0.02% | 0.02% | 342 | +322 | 1.42% | Q1 2026 | May 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 23,000 | 259 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 20,994 | 256 | 0.02% | 0.02% | 343 | +5,775 | 37.95% | Q1 2026 | Apr 29, 2026 |
| Eagle Strategies LLC | History | No change | 22,626 | 255 | 0.03% | 0.03% | 344 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 22,277 | 251 | 0.02% | 0.02% | 345 | +584 | 2.69% | Q1 2026 | May 12, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 21,998 | 248 | 0.0% | 0.0% | 346 | -23,938 | -52.11% | Q1 2026 | May 01, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 21,653 | 244 | 0.01% | — | 348 | +21,653 | New | Q1 2026 | May 06, 2026 |
| Foster Group, Inc. | History | Added to | 21,698 | 244 | 0.01% | 0.01% | 347 | +604 | 2.86% | Q1 2026 | Apr 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 21,368 | 241 | 0.01% | 0.01% | 349 | +7,137 | 50.15% | Q1 2026 | May 11, 2026 |
| GeoWealth Management, LLC | History | Reduced | 21,363 | 240 | 0.01% | 0.01% | 350 | -1,047 | -4.67% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 21,088 | 237 | 0.0% | 0.0% | 352 | +8,961 | 73.89% | Q1 2026 | Apr 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 21,023 | 237 | 0.0% | 0.0% | 351 | +2,452 | 13.2% | Q1 2026 | Apr 10, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 19,183 | 235 | 0.0% | 0.01% | 353 | +2,003 | 11.66% | Q1 2026 | May 11, 2026 |
| Fulcrum Equity Management | History | No change | 20,893 | 235 | 0.23% | 0.23% | 354 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Impact Capital Partners LLC | History | Reduced | 20,759 | 234 | 0.07% | 0.08% | 355 | -1,636 | -7.31% | Q1 2026 | Apr 10, 2026 |
| Aventura Private Wealth, LLC | History | No change | 20,665 | 233 | 0.09% | 0.09% | 356 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MATTERS CAPITAL LLC | History | No change | 20,726 | 233 | 0.21% | 0.2% | 357 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 20,601 | 232 | 0.05% | 0.05% | 358 | -131 | -0.63% | Q1 2026 | Apr 13, 2026 |
| FIDUCIARY TRUST CO | History | New | 20,519 | 231 | 0.0% | — | 360 | +20,519 | New | Q1 2026 | May 15, 2026 |
| LAVELLE CAPITAL LP | History | No change | 20,515 | 231 | 0.14% | 0.15% | 359 | 0 | 0.0% | Q1 2026 | May 28, 2026 |
| Advisors Preferred, LLC | History | Reduced | 20,166 | 227 | 0.03% | 0.08% | 361 | -21,770 | -51.91% | Q1 2026 | May 05, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 20,199 | 227 | 0.03% | 0.04% | 362 | +1,176 | 6.18% | Q1 2026 | Apr 30, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 19,994 | 225 | 0.01% | 0.01% | 364 | +7,616 | 61.53% | Q1 2026 | Apr 29, 2026 |
| Ellevest, Inc. | History | Reduced | 19,956 | 225 | 0.03% | 0.03% | 363 | -466 | -2.28% | Q1 2026 | May 11, 2026 |
| First Affirmative Financial Network | History | New | 19,896 | 224 | 0.09% | — | 366 | +19,896 | New | Q1 2026 | May 11, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 19,870 | 224 | 0.03% | 0.03% | 365 | +1,635 | 8.97% | Q1 2026 | Apr 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 19,244 | 217 | 0.0% | 0.0% | 367 | +4,487 | 30.41% | Q1 2026 | May 05, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 18,635 | 210 | 0.0% | 0.0% | 368 | +5,246 | 39.18% | Q1 2026 | Apr 10, 2026 |
| Ariadne Wealth Management, LP | History | No change | 18,490 | 208 | 0.09% | 0.09% | 369 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 18,362 | 207 | 0.0% | 0.0% | 370 | -335 | -1.79% | Q1 2026 | May 12, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 17,243 | 206 | 0.01% | 0.02% | 371 | -4,225 | -19.68% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 17,327 | 203 | 0.0% | 0.0% | 372 | +2,328 | 15.52% | Q1 2026 | May 15, 2026 |
| XXI WEALTH, LLC | History | New | 17,958 | 202 | 0.11% | — | 375 | +17,958 | New | Q1 2026 | May 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 17,959 | 202 | 0.0% | 0.0% | 373 | +1,527 | 9.29% | Q1 2026 | Apr 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 17,908 | 202 | 0.01% | 0.01% | 374 | +1,373 | 8.3% | Q1 2026 | Apr 08, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 17,740 | 200 | 0.0% | 0.0% | 376 | +3,251 | 22.44% | Q1 2026 | May 14, 2026 |
| Keebeck Wealth Management | History | New | 17,688 | 199 | 0.02% | — | 377 | +17,688 | New | Q1 2026 | May 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 17,466 | 197 | 0.0% | 0.0% | 378 | -11 | -0.06% | Q1 2026 | May 05, 2026 |
| Diversified Trust Co | History | Added to | 17,454 | 196 | 0.0% | 0.0% | 379 | +1,108 | 6.78% | Q1 2026 | Apr 16, 2026 |
| VANGUARD GROUP INC | History | No change | 16,687 | 195 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 16,913 | 190 | 0.0% | 0.0% | 381 | +9,027 | 114.47% | Q1 2026 | May 15, 2026 |
| Choate Investment Advisors | History | Reduced | 16,925 | 190 | 0.0% | 0.0% | 382 | -211 | -1.23% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 16,687 | 188 | 0.0% | — | 383 | +16,687 | New | Q1 2026 | May 15, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 16,591 | 187 | 0.08% | 0.08% | 384 | -3,896 | -19.02% | Q1 2026 | Apr 20, 2026 |
| Gotham Asset Management, LLC | History | No change | 16,539 | 186 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 16,376 | 184 | 0.01% | 0.01% | 386 | +1,849 | 12.73% | Q1 2026 | Apr 27, 2026 |
| Procyon Advisors, LLC | History | Reduced | 16,387 | 184 | 0.01% | 0.01% | 387 | -1,273 | -7.21% | Q1 2026 | May 04, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 16,300 | 183 | 0.0% | 0.01% | 388 | -293,233 | -94.73% | Q1 2026 | May 15, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 16,269 | 183 | 0.04% | 0.05% | 389 | -1,644 | -9.18% | Q1 2026 | Apr 10, 2026 |
| Keel Point, LLC | History | Reduced | 16,095 | 181 | 0.01% | 0.02% | 390 | -17,039 | -51.42% | Q1 2026 | May 29, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 16,058 | 181 | 0.0% | — | 395 | +16,058 | New | Q1 2026 | Apr 15, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 16,067 | 181 | 0.04% | 0.31% | 393 | -12,934 | -44.6% | Q1 2026 | May 12, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 16,058 | 181 | 0.02% | 0.02% | 392 | +2,190 | 15.79% | Q1 2026 | Apr 23, 2026 |
| Flatrock Wealth Partners LLC | History | Added to | 16,112 | 181 | 0.08% | 0.08% | 394 | +1,117 | 7.45% | Q1 2026 | Apr 29, 2026 |
| AE Wealth Management LLC | History | Added to | 16,103 | 181 | 0.0% | 0.0% | 391 | +748 | 4.87% | Q1 2026 | May 13, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 15,970 | 180 | 0.01% | 0.01% | 396 | -900 | -5.33% | Q1 2026 | Apr 28, 2026 |
| Elm Partners Management LLC | History | No change | 16,760 | 179 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 15,850 | 178 | 0.01% | 0.01% | 398 | +49 | 0.31% | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 14,430 | 177 | 0.01% | 0.01% | 399 | +2,511 | 21.07% | Q1 2026 | Apr 22, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 15,624 | 176 | 0.0% | 0.01% | 400 | -1,941 | -11.05% | Q1 2026 | Apr 27, 2026 |
| Diversified Enterprises, LLC | History | Added to | 15,572 | 175 | 0.01% | 0.01% | 401 | +1,054 | 7.26% | Q1 2026 | May 14, 2026 |
| Sunpointe, LLC | History | Reduced | 15,440 | 174 | 0.06% | 0.08% | 402 | -5,728 | -27.06% | Q1 2026 | Apr 21, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 15,192 | 171 | 0.13% | 0.08% | 403 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aspen Grove Capital, LLC | History | New | 15,079 | 170 | 0.03% | — | 405 | +15,079 | New | Q1 2026 | May 14, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Reduced | 15,096 | 170 | 0.09% | 0.1% | 404 | -987 | -6.14% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Added to | 15,000 | 169 | 0.0% | 0.0% | 406 | +212 | 1.43% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 14,948 | 168 | 0.01% | 0.01% | 407 | +2,373 | 18.87% | Q1 2026 | May 07, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 14,907 | 168 | 0.05% | 0.05% | 408 | +84 | 0.57% | Q1 2026 | Apr 16, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 15,662 | 167 | 0.01% | 0.01% | 409 | -5,752 | -26.86% | Q1 2026 | Apr 24, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 14,877 | 167 | 0.01% | 0.01% | 410 | +2,997 | 25.23% | Q1 2026 | Apr 09, 2026 |
| August Group Capital Ltd | History | Reduced | 14,337 | 161 | 0.19% | 0.19% | 412 | -186 | -1.28% | Q1 2026 | May 14, 2026 |
| Stiles Financial Services Inc | History | No change | 14,333 | 161 | 0.05% | 0.05% | 411 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Composition Wealth, LLC | History | Added to | 14,213 | 160 | 0.0% | 0.0% | 413 | +1,771 | 14.23% | Q1 2026 | Apr 08, 2026 |
| SIMPLEX TRADING, LLC | History | New | 14,008 | 158 | 0.0% | — | 416 | +14,008 | New | Q1 2026 | May 14, 2026 |
| Avestar Capital, LLC | History | Added to | 14,046 | 158 | 0.01% | 0.01% | 414 | +1,364 | 10.76% | Q1 2026 | May 13, 2026 |
| Calydon Capital | History | No change | 14,077 | 158 | 0.03% | 0.03% | 415 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 14,000 | 157 | 0.01% | — | 419 | +14,000 | New | Q1 2026 | Apr 28, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 13,982 | 157 | 0.06% | 0.07% | 417 | -2,670 | -16.03% | Q1 2026 | Apr 22, 2026 |
| SVB WEALTH LLC | History | Reduced | 13,922 | 157 | 0.01% | 0.01% | 418 | -245 | -1.73% | Q1 2026 | Apr 17, 2026 |
| Horizon Investments, LLC | History | Added to | 14,076 | 156 | 0.0% | 0.0% | 420 | +6,715 | 91.22% | Q1 2026 | May 14, 2026 |
| OneAscent Financial Services LLC | History | New | 13,673 | 154 | 0.01% | — | 423 | +13,673 | New | Q1 2026 | Apr 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 13,673 | 154 | 0.0% | 0.0% | 421 | +7,703 | 129.03% | Q1 2026 | May 14, 2026 |
| Addison Advisors LLC | History | Added to | 13,687 | 154 | 0.03% | 0.04% | 422 | +36 | 0.26% | Q1 2026 | May 08, 2026 |
| VestGen Advisors, LLC | History | New | 12,519 | 150 | 0.0% | — | 425 | +12,519 | New | Q1 2026 | May 14, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 13,339 | 150 | 0.03% | 0.03% | 424 | +124 | 0.94% | Q1 2026 | Apr 23, 2026 |
| X-Square Capital, LLC | History | No change | 13,127 | 148 | 0.05% | 0.05% | 426 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | New | 13,118 | 147 | 0.0% | — | 427 | +13,118 | New | Q1 2026 | May 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 12,919 | 145 | 0.0% | — | 431 | +12,919 | New | Q1 2026 | May 11, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 12,901 | 145 | 0.0% | 0.0% | 428 | -1,131 | -8.06% | Q1 2026 | May 13, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 12,915 | 145 | 0.03% | 0.03% | 430 | +254 | 2.01% | Q1 2026 | Apr 27, 2026 |
| Curated Wealth Partners LLC | History | No change | 12,938 | 145 | 0.02% | 0.02% | 429 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Kingsman Wealth Management, Inc. | History | New | 12,700 | 143 | 0.08% | — | 432 | +12,700 | New | Q1 2026 | Apr 21, 2026 |
| Brucke Financial, Inc. | History | Reduced | 12,653 | 142 | 0.07% | 0.16% | 433 | -11,743 | -48.13% | Q1 2026 | Apr 10, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 12,455 | 140 | 0.02% | — | 434 | +12,455 | New | Q1 2026 | May 14, 2026 |
| Advisors Capital Management, LLC | History | New | 12,349 | 139 | 0.0% | — | 435 | +12,349 | New | Q1 2026 | May 01, 2026 |
| Frank, Rimerman Advisors LLC | History | New | 12,337 | 139 | 0.01% | — | 436 | +12,337 | New | Q1 2026 | Apr 29, 2026 |
| Stonebrook Private Inc. | History | New | 12,335 | 139 | 0.03% | — | 437 | +12,335 | New | Q1 2026 | May 11, 2026 |
| Livet Wealth, LLC | History | Reduced | 12,321 | 138 | 0.09% | 0.1% | 438 | -1,095 | -8.16% | Q1 2026 | Apr 24, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 12,194 | 137 | 0.02% | — | 439 | +12,194 | New | Q1 2026 | May 06, 2026 |
| Scissortail Wealth Management, LLC | History | New | 12,000 | 135 | 0.03% | — | 442 | +12,000 | New | Q1 2026 | Apr 23, 2026 |
| S Harris Financial Group, LLC | History | Added to | 11,974 | 135 | 0.12% | 0.11% | 441 | +1,956 | 19.52% | Q1 2026 | Apr 21, 2026 |
| Reliant Investment Partners, LLC | History | Added to | 12,027 | 135 | 0.11% | 0.1% | 440 | +1,296 | 12.08% | Q1 2026 | May 11, 2026 |
| Western Financial Corp/CA | History | New | 11,956 | 134 | 0.05% | — | 443 | +11,956 | New | Q1 2026 | Apr 22, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 11,949 | 134 | 0.05% | — | 444 | +11,949 | New | Q1 2026 | May 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 11,784 | 132 | 0.04% | 0.04% | 445 | +319 | 2.78% | Q1 2026 | Apr 16, 2026 |
| National Philanthropic Trust | History | Reduced | 11,627 | 131 | 0.0% | 0.0% | 446 | -2,188 | -15.84% | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 11,575 | 130 | 0.02% | — | 450 | +11,575 | New | Q1 2026 | Apr 27, 2026 |
| BBR PARTNERS, LLC | History | New | 11,548 | 130 | 0.01% | — | 449 | +11,548 | New | Q1 2026 | May 12, 2026 |
| Petros Family Wealth, LLC | History | Reduced | 11,540 | 130 | 0.09% | 0.1% | 448 | -1,241 | -9.71% | Q1 2026 | Apr 24, 2026 |
| Klingman & Associates, LLC | History | Added to | 11,595 | 130 | 0.01% | 0.01% | 447 | +1,039 | 9.84% | Q1 2026 | May 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 11,522 | 129 | 0.0% | — | 452 | +11,522 | New | Q1 2026 | Apr 27, 2026 |
| Vawter Financial, Ltd. | History | New | 11,500 | 129 | 0.05% | — | 453 | +11,500 | New | Q1 2026 | May 15, 2026 |
| LifeGoal Investments, LLC | History | New | 11,221 | 129 | 0.07% | — | 454 | +11,221 | New | Q1 2026 | Apr 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 11,465 | 129 | 0.0% | 0.0% | 451 | -6,595 | -36.52% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 11,382 | 128 | 0.0% | 0.0% | 455 | -30,441 | -72.79% | Q1 2026 | Apr 30, 2026 |
| Connecticut Capital Management Group, LLC | History | Reduced | 11,359 | 128 | 0.12% | 0.13% | 456 | -24 | -0.21% | Q1 2026 | Apr 10, 2026 |
| MLP3, LLC | History | No change | 11,376 | 128 | 0.14% | 0.15% | 457 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Independent Wealth Network Inc. | History | New | 11,287 | 127 | 0.04% | — | 460 | +11,287 | New | Q1 2026 | Apr 20, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 11,260 | 127 | 0.03% | 0.03% | 459 | +70 | 0.63% | Q1 2026 | Apr 15, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 11,326 | 127 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 11,197 | 126 | 0.0% | — | 461 | +11,197 | New | Q1 2026 | May 15, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 11,191 | 126 | 0.13% | — | 462 | +11,191 | New | Q1 2026 | May 13, 2026 |
| Nolet Wealth Management, LLC | History | New | 11,133 | 125 | 0.07% | — | 463 | +11,133 | New | Q1 2026 | May 05, 2026 |
| Canopy Partners, LLC | History | Added to | 11,004 | 124 | 0.04% | 0.04% | 465 | +342 | 3.21% | Q1 2026 | May 11, 2026 |
| Boltwood Capital Management | History | No change | 11,000 | 124 | 0.03% | 0.03% | 464 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 10,925 | 123 | 0.0% | 0.0% | 467 | -13,338 | -54.97% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | New | 10,954 | 123 | 0.0% | — | 469 | +10,954 | New | Q1 2026 | Apr 16, 2026 |
| MAI Capital Management | History | Added to | 10,943 | 123 | 0.0% | 0.0% | 466 | +4,572 | 71.76% | Q1 2026 | May 15, 2026 |
| Planned Solutions, Inc. | History | No change | 10,925 | 123 | 0.04% | 0.04% | 468 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 10,857 | 122 | 0.02% | 0.03% | 471 | -176 | -1.6% | Q1 2026 | May 12, 2026 |
| Nova R Wealth, Inc. | History | Added to | 10,845 | 122 | 0.04% | 0.05% | 470 | +92 | 0.86% | Q1 2026 | Apr 17, 2026 |
| Elequin Capital, LP | History | New | 10,770 | 121 | 0.01% | — | 472 | +10,770 | New | Q1 2026 | May 11, 2026 |
| PCM Encore, LLC | History | New | 10,582 | 119 | 0.02% | — | 474 | +10,582 | New | Q1 2026 | May 12, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | Reduced | 10,562 | 119 | 0.09% | 0.11% | 473 | -328 | -3.01% | Q1 2026 | May 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 10,544 | 118 | 0.0% | — | 476 | +10,544 | New | Q1 2026 | Apr 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 10,511 | 118 | 0.0% | 0.0% | 475 | -5,552 | -34.56% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 10,412 | 117 | 0.0% | 0.0% | 479 | +938 | 9.9% | Q1 2026 | May 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 10,411 | 117 | 0.0% | 0.0% | 478 | -81 | -0.77% | Q1 2026 | May 15, 2026 |
| Dempze Nancy E | History | No change | 10,434 | 117 | 0.06% | 0.06% | 477 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | New | 10,363 | 116 | 0.0% | — | 480 | +10,363 | New | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 10,254 | 115 | 0.0% | 0.0% | 481 | -7,211 | -41.29% | Q1 2026 | Apr 28, 2026 |
| Carrera Capital Advisors | History | Reduced | 10,227 | 115 | 0.02% | 0.02% | 482 | -1,561 | -13.24% | Q1 2026 | May 04, 2026 |
| Sepio Capital, LP | History | New | 10,151 | 114 | 0.01% | — | 484 | +10,151 | New | Q1 2026 | May 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 10,183 | 114 | 0.01% | 0.01% | 483 | -1,070 | -9.51% | Q1 2026 | May 06, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 10,067 | 113 | 0.01% | — | 485 | +10,067 | New | Q1 2026 | Apr 28, 2026 |
| EWA, LLC | History | New | 10,014 | 112 | 0.03% | — | 488 | +10,014 | New | Q1 2026 | Apr 23, 2026 |
| Allen Capital Group, LLC | History | New | 10,008 | 112 | 0.01% | — | 487 | +10,008 | New | Q1 2026 | May 27, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 10,000 | 112 | 0.0% | — | 486 | +10,000 | New | Q1 2026 | May 01, 2026 |
| One68 Global Capital, LLC | History | New | 10,000 | 111 | 0.36% | — | 490 | +10,000 | New | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 9,912 | 111 | 0.03% | 0.03% | 489 | +365 | 3.82% | Q1 2026 | Apr 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 9,451 | 106 | 0.03% | — | 491 | +9,451 | New | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | No change | 9,259 | 104 | 0.01% | 0.01% | 492 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BESSEMER GROUP INC | History | Reduced | 9,088 | 103 | 0.0% | 0.0% | 493 | -304 | -3.24% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 8,543 | 96 | 0.0% | 0.0% | 494 | +1,341 | 18.62% | Q1 2026 | May 15, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 8,335 | 94 | 0.06% | 0.08% | 495 | -2,007 | -19.41% | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 8,059 | 90 | 0.0% | 0.0% | 496 | +1,594 | 24.66% | Q1 2026 | May 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 7,922 | 89 | 0.0% | 0.01% | 497 | -1,058 | -11.78% | Q1 2026 | Apr 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 7,288 | 83 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 6,761 | 76 | 0.05% | 0.03% | 499 | -221 | -3.17% | Q1 2026 | May 01, 2026 |
| Destiny Wealth Partners, LLC | History | New | 6,729 | 75 | 0.01% | — | 501 | +6,729 | New | Q1 2026 | May 11, 2026 |
| WealthCollab, LLC | History | No change | 6,722 | 75 | 0.03% | 0.03% | 500 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 6,242 | 71 | 0.01% | 0.01% | 502 | -7 | -0.11% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 6,172 | 69 | 0.0% | 0.0% | 504 | +629 | 11.35% | Q1 2026 | Apr 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 6,169 | 69 | 0.01% | 0.01% | 503 | +188 | 3.14% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | Added to | 5,877 | 66 | 0.02% | 0.01% | 505 | +3,299 | 127.97% | Q1 2026 | Apr 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 5,838 | 65 | 0.04% | 0.04% | 506 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 5,076 | 57 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 5,000 | 56 | 0.0% | 0.0% | 509 | +1,500 | 42.86% | Q1 2026 | Apr 23, 2026 |
| Smithfield Trust Co | History | No change | 5,000 | 56 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | Reduced | 4,566 | 51 | 0.0% | 0.0% | 511 | -4,018 | -46.81% | Q1 2026 | Apr 20, 2026 |
| UMB Bank, n.a. | History | No change | 4,522 | 51 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 4,577 | 51 | 0.04% | 0.04% | 512 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Gould Capital, LLC | History | Reduced | 4,521 | 50 | 0.03% | 0.05% | 513 | -2,145 | -32.18% | Q1 2026 | May 15, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 4,380 | 49 | 0.02% | 0.02% | 514 | +209 | 5.01% | Q1 2026 | May 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 3,943 | 44 | 0.01% | 0.01% | 515 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 3,900 | 43 | 0.01% | 0.01% | 516 | -400 | -9.3% | Q1 2026 | Apr 29, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,650 | 41 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,635 | 40 | 0.0% | 0.01% | 518 | -2,497 | -40.72% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 3,404 | 40 | 0.01% | 0.01% | 519 | +600 | 21.4% | Q1 2026 | May 06, 2026 |
| Robinswood Financial LLC | History | No change | 3,376 | 38 | 0.01% | 0.01% | 520 | 0 | 0.0% | Q1 2026 | Jul 13, 2026 |
| Rossby Financial, LCC | History | Added to | 2,974 | 34 | 0.01% | 0.01% | 521 | +639 | 27.37% | Q1 2026 | May 11, 2026 |
| Princeton Global Asset Management LLC | History | No change | 3,000 | 33 | 0.01% | 0.01% | 522 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GW&K Investment Management, LLC | History | Added to | 2,880 | 32 | 0.0% | 0.0% | 524 | +797 | 38.26% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,910 | 32 | 0.0% | 0.0% | 525 | -708 | -19.57% | Q1 2026 | Apr 24, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 2,912 | 32 | 0.0% | 0.0% | 523 | +341 | 13.26% | Q1 2026 | May 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 2,806 | 31 | 0.0% | 0.0% | 526 | -131 | -4.46% | Q1 2026 | May 05, 2026 |
| Anfield Capital Management, LLC | History | Added to | 2,697 | 30 | 0.01% | — | 527 | +2,630 | 3925.37% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Reduced | 2,535 | 28 | 0.0% | 0.0% | 528 | -114 | -4.3% | Q1 2026 | Apr 22, 2026 |
| Whipplewood Advisors, LLC | History | New | 2,448 | 27 | 0.01% | — | 529 | +2,448 | New | Q1 2026 | Apr 30, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 2,308 | 26 | 0.01% | 0.0% | 530 | +1,249 | 117.94% | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 2,309 | 26 | 0.01% | 0.01% | 531 | -28 | -1.2% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,247 | 25 | 0.0% | 0.0% | 532 | -716 | -24.16% | Q1 2026 | Apr 27, 2026 |
| SHP Wealth Management | History | Added to | 2,304 | 25 | 0.0% | 0.0% | 533 | +701 | 43.73% | Q1 2026 | May 08, 2026 |
| Wellington Grp LLC | History | Reduced | 2,128 | 24 | 0.01% | 0.01% | 535 | -498 | -18.96% | Q1 2026 | May 22, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 2,162 | 24 | 0.02% | 0.02% | 534 | -14 | -0.64% | Q1 2026 | Apr 07, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 2,068 | 23 | 0.0% | 0.0% | 536 | +22 | 1.08% | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,972 | 22 | 0.0% | 0.0% | 537 | +965 | 95.83% | Q1 2026 | Apr 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,972 | 22 | 0.0% | 0.0% | 538 | +47 | 2.44% | Q1 2026 | Apr 24, 2026 |
| Boreal Capital Management LLC | History | New | 1 | 22 | 0.02% | 0.02% | 541 | +1 | New | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,906 | 22 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sachetta, LLC | History | No change | 2,014 | 22 | 0.01% | 0.01% | 540 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,855 | 20 | 0.01% | 0.01% | 542 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| EFG International AG | History | New | 1,707 | 19 | 0.0% | — | 546 | +1,707 | New | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Added to | 1,771 | 19 | 0.01% | 0.0% | 545 | +520 | 41.57% | Q1 2026 | May 21, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 1,710 | 19 | 0.0% | 0.0% | 543 | +63 | 3.83% | Q1 2026 | Apr 27, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,700 | 19 | 0.01% | 0.01% | 544 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,564 | 17 | 0.01% | — | 547 | +1,564 | New | Q1 2026 | May 12, 2026 |
| Turim 21 Investimentos Ltda. | History | New | 1,699 | 16 | 0.0% | — | 550 | +1,699 | New | Q1 2026 | May 15, 2026 |
| JDM Financial Group LLC | History | New | 1,474 | 16 | 0.01% | — | 551 | +1,474 | New | Q1 2026 | May 20, 2026 |
| Manchester Capital Management LLC | History | Reduced | 1,475 | 16 | 0.0% | 0.0% | 548 | -181 | -10.93% | Q1 2026 | May 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,430 | 16 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Grove Bank & Trust | History | Added to | 1,395 | 15 | 0.0% | 0.0% | 553 | +145 | 11.6% | Q1 2026 | Apr 08, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 1,463 | 15 | 0.0% | 0.0% | 552 | -93 | -5.98% | Q1 2026 | Apr 30, 2026 |
| Basepoint Wealth LLC | History | No change | 1,397 | 15 | 0.01% | 0.01% | 554 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Goodman Advisory Group, LLC | History | New | 1,291 | 14 | 0.0% | — | 557 | +1,291 | New | Q1 2026 | Apr 22, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 1,317 | 14 | 0.0% | 0.0% | 555 | +885 | 204.86% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,292 | 14 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 1,200 | 13 | 0.01% | — | 562 | +1,200 | New | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,195 | 13 | 0.0% | 0.0% | 558 | +528 | 79.16% | Q1 2026 | Apr 21, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 1,165 | 13 | 0.0% | 0.0% | 559 | +367 | 45.99% | Q1 2026 | Apr 17, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 1,176 | 13 | 0.02% | 0.02% | 560 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LRI Investments, LLC | History | No change | 1,202 | 13 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,103 | 12 | 0.0% | 0.0% | 563 | +209 | 23.38% | Q1 2026 | Apr 23, 2026 |
| TSFG, LLC | History | New | 1,000 | 11 | 0.0% | — | 569 | +1,000 | New | Q1 2026 | Apr 27, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 1,000 | 11 | 0.01% | 0.01% | 568 | -265 | -20.95% | Q1 2026 | May 08, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 984 | 11 | 0.0% | 0.0% | 565 | -77 | -7.26% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 1,000 | 11 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,058 | 11 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 993 | 11 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Colonial Trust Advisors | History | New | 934 | 10 | 0.0% | — | 574 | +934 | New | Q1 2026 | May 12, 2026 |
| Kilter Group LLC | History | Added to | 966 | 10 | 0.0% | 0.0% | 573 | +774 | 403.13% | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 960 | 10 | 0.0% | 0.0% | 571 | +387 | 67.54% | Q1 2026 | May 20, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 919 | 10 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Valued Wealth Advisors LLC | History | No change | 925 | 10 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 845 | 9 | 0.0% | 0.0% | 575 | -10,053 | -92.25% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 825 | 9 | 0.0% | — | 580 | +825 | New | Q1 2026 | May 07, 2026 |
| True Link Financial Advisors, LLC | History | New | 800 | 9 | 0.0% | — | 579 | +800 | New | Q1 2026 | Apr 29, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 804 | 9 | 0.01% | 0.01% | 578 | +124 | 18.24% | Q1 2026 | May 08, 2026 |
| Stone House Investment Management, LLC | History | No change | 809 | 9 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 846 | 9 | 0.01% | 0.01% | 577 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 744 | 8 | 0.0% | 0.0% | 582 | -29 | -3.75% | Q1 2026 | May 06, 2026 |
| PROFFITT & GOODSON INC | History | No change | 716 | 8 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Park Square Financial Group, LLC | History | New | 667 | 7 | 0.05% | — | 591 | +667 | New | Q1 2026 | May 13, 2026 |
| Main Street Group, LTD | History | New | 633 | 7 | 0.0% | — | 589 | +633 | New | Q1 2026 | May 06, 2026 |
| JPL Wealth Management, LLC | History | New | 629 | 7 | 0.0% | — | 590 | +629 | New | Q1 2026 | May 08, 2026 |
| RMG Wealth Management LLC | History | New | 601 | 7 | 0.0% | — | 588 | +601 | New | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Reduced | 624 | 7 | 0.0% | 0.0% | 583 | -358 | -36.46% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 612 | 7 | 0.0% | 0.0% | 587 | -188 | -23.5% | Q1 2026 | Apr 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 676 | 7 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| JNBA Financial Advisors | History | No change | 703 | 7 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Independence Bank of Kentucky | History | No change | 674 | 7 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 567 | 6 | 0.0% | — | 597 | +567 | New | Q1 2026 | Apr 30, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 555 | 6 | 0.01% | — | 598 | +555 | New | Q1 2026 | May 05, 2026 |
| HM PAYSON & CO | History | Added to | 600 | 6 | 0.0% | 0.0% | 593 | +364 | 154.24% | Q1 2026 | Apr 13, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 619 | 6 | 0.0% | 0.0% | 594 | +70 | 12.75% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | No change | 559 | 6 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Nemes Rush Group LLC | History | No change | 572 | 6 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ares Financial Consulting, LLC | History | No change | 537 | 6 | 0.0% | 0.01% | 596 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| HighMark Wealth Management LLC | History | New | 485 | 5 | 0.0% | — | 605 | +485 | New | Q1 2026 | May 05, 2026 |
| Asset Dedication, LLC | History | Added to | 451 | 5 | 0.0% | 0.0% | 601 | +173 | 62.23% | Q1 2026 | May 29, 2026 |
| North Star Investment Management Corp. | History | Reduced | 484 | 5 | 0.0% | 0.0% | 599 | -45 | -8.51% | Q1 2026 | Apr 23, 2026 |
| Triumph Capital Management | History | Reduced | 502 | 5 | 0.0% | 0.0% | 602 | -1 | -0.2% | Q1 2026 | May 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 517 | 5 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 459 | 5 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Paladin Partners, LLC | History | No change | 510 | 5 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q1 2026 | Jun 25, 2026 |
| Richardson Capital Management LLC | History | New | 427 | 4 | 0.0% | — | 611 | +427 | New | Q1 2026 | May 12, 2026 |
| Burk Holdings LLC | History | New | 386 | 4 | 0.0% | — | 613 | +386 | New | Q1 2026 | May 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 366 | 4 | 0.0% | — | 610 | +366 | New | Q1 2026 | Apr 29, 2026 |
| Arlington Trust Co LLC | History | New | 363 | 4 | 0.0% | — | 612 | +363 | New | Q1 2026 | Apr 08, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 442 | 4 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Heritage Wealth Advisors | History | No change | 400 | 4 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ORG Partners LLC | History | No change | 425 | 4 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bravera Wealth | History | No change | 392 | 4 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WEBSTER BANK, N. A. | History | No change | 300 | 3 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 333 | 3 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 281 | 3 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | No change | 299 | 3 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 318 | 3 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CENTRAL TRUST Co | History | Reduced | 207 | 2 | 0.0% | 0.0% | 619 | -374 | -64.37% | Q1 2026 | Apr 17, 2026 |
| MidFirst Bank | History | New | 256 | 2 | 0.0% | — | 625 | +256 | New | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | New | 251 | 2 | 0.0% | — | 626 | +251 | New | Q1 2026 | May 05, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 243 | 2 | 0.0% | — | 624 | +243 | New | Q1 2026 | Apr 28, 2026 |
| Hamrick Investment Counsel, llc | History | New | 200 | 2 | 0.0% | — | 627 | +200 | New | Q1 2026 | May 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 223 | 2 | 0.0% | 0.0% | 620 | +68 | 43.87% | Q1 2026 | Apr 30, 2026 |
| Lodestone Wealth Management LLC | History | No change | 178 | 2 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| American Capital Advisory, LLC | History | No change | 206 | 2 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 226 | 2 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 120 | 1 | 0.0% | 0.0% | 629 | -257 | -68.17% | Q1 2026 | Apr 09, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 151 | 1 | 0.0% | — | 638 | +151 | New | Q1 2026 | May 14, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 130 | 1 | 0.0% | — | 636 | +130 | New | Q1 2026 | Apr 28, 2026 |
| Silicon Valley Capital Partners | History | New | 129 | 1 | 0.0% | — | 637 | +129 | New | Q1 2026 | May 19, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 96 | 1 | 0.0% | 0.0% | 632 | -93 | -49.21% | Q1 2026 | May 05, 2026 |
| ST GERMAIN D J CO INC | History | No change | 158 | 1 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TD Capital Management LLC | History | No change | 107 | 1 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Trust Co | History | No change | 98 | 1 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WPG Advisers, LLC | History | No change | 105 | 1 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 120 | 1 | 0.0% | 0.0% | 635 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.04% | — | -5,456,598 | -100.0% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -405,991 | -100.0% | Q1 2026 | May 14, 2026 |
| Calamos Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -309,079 | -100.0% | Q1 2026 | May 04, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -294,543 | -100.0% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -254,344 | -100.0% | Q1 2026 | Apr 23, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -249,310 | -100.0% | Q1 2026 | May 15, 2026 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -247,661 | -100.0% | Q1 2026 | Apr 20, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -119,953 | -100.0% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -93,519 | -100.0% | Q1 2026 | May 15, 2026 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.06% | — | -80,857 | -100.0% | Q1 2026 | May 07, 2026 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -43,156 | -100.0% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -42,997 | -100.0% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -39,096 | -100.0% | Q1 2026 | May 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -36,227 | -100.0% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,777 | -100.0% | Q1 2026 | Apr 29, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -27,358 | -100.0% | Q1 2026 | Apr 30, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,168 | -100.0% | Q1 2026 | May 14, 2026 |
| Phillips Wealth Planners LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -18,734 | -100.0% | Q1 2026 | May 14, 2026 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,501 | -100.0% | Q1 2026 | May 11, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,047 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,892 | -100.0% | Q1 2026 | May 08, 2026 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,842 | -100.0% | Q1 2026 | May 04, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,741 | -100.0% | Q1 2026 | May 01, 2026 |
| Coordinated Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -12,400 | -100.0% | Q1 2026 | May 01, 2026 |
| BSW Wealth Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -12,197 | -100.0% | Q1 2026 | Apr 14, 2026 |
| BIP Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,943 | -100.0% | Q1 2026 | Apr 27, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,605 | -100.0% | Q1 2026 | May 13, 2026 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,157 | -100.0% | Q1 2026 | Apr 20, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,984 | -100.0% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,308 | -100.0% | Q1 2026 | May 11, 2026 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,299 | -100.0% | Q1 2026 | May 14, 2026 |
| SAPIENT CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,184 | -100.0% | Q1 2026 | Jun 22, 2026 |
| Third View Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,095 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Avid Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,073 | -100.0% | Q1 2026 | Apr 30, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -7,828 | -100.0% | Q1 2026 | May 13, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -5,054 | -100.0% | Q1 2026 | Apr 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,597 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,650 | -100.0% | Q1 2026 | Apr 24, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.01% | — | -1,398 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,293 | -100.0% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,207 | -100.0% | Q1 2026 | May 14, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,136 | -100.0% | Q1 2026 | May 06, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -679 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -670 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -435 | -100.0% | Q1 2026 | May 15, 2026 |
| Copeland Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -359 | -100.0% | Q1 2026 | May 06, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -346 | -100.0% | Q1 2026 | May 05, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 01, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -292 | -100.0% | Q1 2026 | May 15, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -230 | -100.0% | Q1 2026 | May 11, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -199 | -100.0% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -172 | -100.0% | Q1 2026 | May 11, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -78 | -100.0% | Q1 2026 | May 07, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 42 | 0 | — | — | — | +42 | New | Q1 2026 | Apr 13, 2026 |
| Walsh & Associates, LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q1 2026 | May 15, 2026 |
| Security National Bank | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 16, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bogart Wealth, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| West Branch Capital LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 83 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| High Note Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Private Wealth Management Group, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Graney & King, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| BAYBAN | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |