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 | 88,347,118 | 1,219,190 | 0.06% | 0.05% | 1 | +10,267,930 | 13.15% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 47,110,934 | 650,130 | 0.06% | 0.06% | 2 | +4,014,166 | 9.31% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 41,372,881 | 570,945 | 0.02% | 0.02% | 3 | +2,396,224 | 6.15% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 32,885,780 | 453,823 | 0.14% | 0.15% | 4 | -6,632,075 | -16.78% | Q2 2026 | Aug 04, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 19,385,394 | 267,518 | 4.13% | 3.77% | 5 | -2,947,248 | -13.2% | Q2 2026 | Jul 30, 2026 |
| BlackRock, Inc. | History | Added to | 17,747,607 | 244,916 | 0.0% | 0.0% | 6 | +1,871,910 | 11.79% | Q2 2026 | Aug 07, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 14,003,466 | 193,247 | 0.5% | 0.45% | 7 | +187,825 | 1.36% | Q2 2026 | Aug 14, 2026 |
| Capital International Investors | History | Reduced | 14,098,764 | 192,448 | 0.04% | 0.04% | 8 | -1,022,057 | -6.76% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 12,968,275 | 178,962 | 0.02% | 0.02% | 9 | -403,588 | -3.02% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,039,222 | 166,141 | 0.01% | 0.01% | 10 | +626,028 | 5.49% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 11,138,445 | 153,710 | 0.05% | 0.08% | 11 | -4,155,967 | -27.17% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 10,804,127 | 149,096 | 0.03% | 0.03% | 12 | -62,853 | -0.58% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Added to | 8,337,150 | 115,052 | 0.04% | 0.04% | 13 | +659,551 | 8.59% | Q2 2026 | Aug 03, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 8,200,758 | 113,170 | 0.17% | 0.16% | 14 | -187,335 | -2.23% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 8,178,634 | 112,865 | 0.02% | 0.01% | 15 | +3,169,297 | 63.27% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | Added to | 7,779,747 | 107,360 | 0.09% | 0.08% | 16 | +49,055 | 0.63% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | Reduced | 7,439,764 | 102,681 | 0.12% | 0.12% | 17 | -192,418 | -2.52% | Q2 2026 | Aug 13, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 6,800,999 | 93,853 | 0.51% | 0.47% | 18 | +96,500 | 1.44% | Q2 2026 | Aug 11, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 6,512,623 | 89,874 | 1.6% | 1.45% | 19 | -35,670 | -0.54% | Q2 2026 | Aug 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,104,333 | 84,237 | 0.02% | 0.02% | 20 | -155,779 | -2.49% | Q2 2026 | Sep 23, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 5,785,264 | 79,836 | 0.04% | 0.03% | 21 | +167,254 | 2.98% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Reduced | 5,360,914 | 73,980 | 0.01% | 0.01% | 22 | -578,967 | -9.75% | Q2 2026 | Aug 13, 2026 |
| TORONTO DOMINION BANK | History | Added to | 5,060,189 | 69,830 | 0.08% | 0.07% | 23 | +850,000 | 20.19% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 4,259,140 | 58,776 | 0.4% | 0.37% | 24 | +14,930 | 0.35% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,229,602 | 57,734 | 0.0% | 0.0% | 25 | +660,188 | 18.5% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,055,047 | 55,959 | 0.02% | 0.01% | 26 | -124,042 | -2.97% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,032,815 | 55,652 | 0.01% | 0.01% | 27 | -140,207 | -3.36% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,671,603 | 50,668 | 0.01% | 0.0% | 28 | +1,190,330 | 47.97% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 3,509,617 | 48,432 | 0.05% | 0.05% | 29 | +313,103 | 9.8% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 3,118,812 | 43,039 | 0.05% | 0.05% | 30 | +551,873 | 21.5% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,968,016 | 40,958 | 0.01% | 0.0% | 31 | +425,270 | 16.72% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,816,360 | 38,865 | 0.01% | 0.01% | 32 | +1,041,682 | 58.7% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 2,596,097 | 35,826 | 0.02% | 0.02% | 33 | +311,064 | 13.61% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 2,378,098 | 32,817 | 0.06% | 0.01% | 34 | +1,887,679 | 384.91% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,264,672 | 30,325 | 0.01% | 0.01% | 35 | +316,425 | 16.24% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,095,514 | 28,918 | 0.13% | 0.11% | 36 | +156,783 | 8.09% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,844,790 | 25,458 | 0.0% | 0.0% | 37 | +308,943 | 20.12% | Q2 2026 | Aug 06, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 1,757,251 | 24,250 | 0.12% | 0.09% | 38 | +305,237 | 21.02% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 1,742,745 | 24,049 | 0.01% | 0.01% | 39 | +56,538 | 3.35% | Q2 2026 | Aug 07, 2026 |
| Wilkinson Global Asset Management LLC | History | Added to | 1,654,997 | 22,838 | 1.81% | 1.41% | 40 | +12,737 | 0.78% | Q2 2026 | Aug 06, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 1,474,326 | 20,345 | 0.17% | 0.17% | 41 | +580 | 0.04% | Q2 2026 | Sep 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,255,568 | 17,326 | 0.02% | 0.02% | 42 | -35,129 | -2.72% | Q2 2026 | Aug 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,165,457 | 16,083 | 0.0% | 0.0% | 43 | +179,529 | 18.21% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 1,094,390 | 15,100 | 0.02% | 0.01% | 44 | -18,435 | -1.66% | Q2 2026 | Aug 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 1,041,645 | 14,374 | 0.19% | 0.18% | 45 | -45,350 | -4.17% | Q2 2026 | Jul 16, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,017,064 | 14,035 | 0.01% | 0.01% | 46 | +17,418 | 1.74% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 997,435 | 13,764 | 0.01% | 0.01% | 47 | -45,931 | -4.4% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 997,315 | 13,763 | 0.01% | 0.01% | 48 | +41,040 | 4.29% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 975,491 | 13,461 | 0.02% | 0.02% | 49 | +20,909 | 2.19% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 960,636 | 13,256 | 0.04% | 0.04% | 50 | +7,656 | 0.8% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 927,575 | 12,800 | 0.03% | 0.02% | 51 | +167,765 | 22.08% | Q2 2026 | Aug 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 844,907 | 11,659 | 0.11% | 0.1% | 52 | +67,709 | 8.71% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Added to | 828,167 | 11,428 | 0.01% | 0.01% | 53 | +124,169 | 17.64% | Q2 2026 | Aug 12, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 760,950 | 10,501 | 2.92% | 0.83% | 54 | +544,350 | 251.32% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 682,907 | 9,424 | 0.07% | 0.07% | 55 | +2,871 | 0.42% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 674,206 | 9,304 | 0.08% | 0.07% | 56 | +16,216 | 2.46% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 646,248 | 8,918 | 0.01% | 0.01% | 57 | -27,547 | -4.09% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | New | 646,059 | 8,915 | 0.0% | — | 58 | +646,059 | New | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 639,410 | 8,823 | 0.01% | 0.01% | 59 | -6,956 | -1.08% | Q2 2026 | Aug 11, 2026 |
| Steamboat Capital Partners, LLC | History | Reduced | 600,166 | 8,282 | 1.77% | 2.52% | 60 | -299,834 | -33.31% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | Added to | 594,575 | 8,205 | 0.16% | 0.15% | 61 | +14,968 | 2.58% | Q2 2026 | Aug 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 542,161 | 7,481 | 0.21% | 0.18% | 62 | -1,390 | -0.26% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 538,556 | 7,432 | 0.12% | — | 63 | +538,556 | New | Q2 2026 | Aug 14, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Added to | 534,324 | 7,373 | 1.27% | 1.18% | 64 | +13,550 | 2.6% | Q2 2026 | Aug 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 531,769 | 7,338 | 0.14% | 0.12% | 65 | +26,349 | 5.21% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | Reduced | 521,972 | 7,203 | 0.03% | 0.05% | 66 | -502,005 | -49.03% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Reduced | 515,635 | 7,115 | 0.01% | 0.01% | 67 | -10,955 | -2.08% | Q2 2026 | Aug 05, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 515,311 | 7,111 | 0.07% | 0.07% | 68 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Walleye Trading LLC | History | Added to | 507,656 | 7,005 | 0.01% | 0.0% | 69 | +322,850 | 174.7% | Q2 2026 | Aug 03, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 469,244 | 6,475 | 0.01% | 0.0% | 70 | +98,627 | 26.61% | Q2 2026 | Aug 06, 2026 |
| Vident Advisory, LLC | History | Reduced | 454,608 | 6,273 | 0.05% | 0.06% | 71 | -185,836 | -29.02% | Q2 2026 | Aug 12, 2026 |
| Alberta Investment Management Corp | History | New | 454,500 | 6,272 | 0.04% | — | 72 | +454,500 | New | Q2 2026 | Aug 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 448,674 | 6,192 | 0.04% | 0.04% | 73 | -1,527 | -0.34% | Q2 2026 | Jul 20, 2026 |
| ASSETMARK, INC | History | Added to | 442,364 | 6,104 | 0.01% | 0.01% | 74 | +43,012 | 10.77% | Q2 2026 | Jul 30, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 441,904 | 6,098 | 0.09% | 0.08% | 75 | +18,300 | 4.32% | Q2 2026 | Aug 11, 2026 |
| Verition Fund Management LLC | History | Added to | 437,364 | 6,035 | 0.03% | 0.02% | 76 | +95,951 | 28.1% | Q2 2026 | Aug 14, 2026 |
| Naviter Wealth, LLC | History | Added to | 431,070 | 5,948 | 0.54% | 0.48% | 77 | +87,395 | 25.43% | Q2 2026 | Aug 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 421,893 | 5,822 | 0.0% | 0.0% | 78 | +410,968 | 3761.72% | Q2 2026 | Aug 14, 2026 |
| DV EQUITIES, LLC | History | New | 413,409 | 5,705 | 0.82% | — | 79 | +413,409 | New | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 413,068 | 5,701 | 0.0% | 0.0% | 80 | -23,266 | -5.33% | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | New | 410,960 | 5,671 | 0.02% | — | 81 | +410,960 | New | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 393,085 | 5,424 | 0.01% | 0.01% | 82 | +203,640 | 107.49% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 388,883 | 5,366 | 0.07% | 0.06% | 83 | +28,089 | 7.79% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 386,120 | 5,328 | 0.0% | 0.0% | 84 | +1,012 | 0.26% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 380,100 | 5,245 | 0.0% | 0.0% | 85 | +25,300 | 7.13% | Q2 2026 | Sep 02, 2026 |
| Ethic Inc. | History | Added to | 379,124 | 5,231 | 0.07% | 0.06% | 86 | +15,964 | 4.4% | Q2 2026 | Jul 29, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 378,086 | 5,217 | 0.0% | 0.0% | 87 | +15,244 | 4.2% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | Added to | 374,322 | 5,165 | 0.01% | 0.0% | 88 | +27,812 | 8.03% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 372,809 | 5,145 | 0.0% | 0.0% | 89 | +27,366 | 7.92% | Q2 2026 | Aug 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | New | 368,450 | 5,084 | 0.17% | — | 90 | +368,450 | New | Q2 2026 | Jul 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 366,131 | 5,052 | 0.02% | 0.02% | 91 | +40,562 | 12.46% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 358,444 | 4,946 | 0.0% | 0.0% | 92 | +37,834 | 11.8% | Q2 2026 | Aug 12, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 332,524 | 4,588 | 0.05% | 0.05% | 93 | -18,655 | -5.31% | Q2 2026 | Aug 10, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 332,187 | 4,584 | 0.02% | 0.02% | 94 | -3,040 | -0.91% | Q2 2026 | Aug 11, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 331,392 | 4,573 | 0.07% | 0.06% | 95 | -4,033 | -1.2% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 326,278 | 4,502 | 0.0% | 0.0% | 96 | +45,079 | 16.03% | Q2 2026 | Aug 14, 2026 |
| CacheTech Inc. | History | Added to | 315,460 | 4,353 | 0.7% | 0.64% | 97 | +22,028 | 7.51% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | Added to | 315,231 | 4,352 | 0.02% | 0.02% | 98 | +14,423 | 4.79% | Q2 2026 | Aug 14, 2026 |
| Brooklyn Investment Group | History | No change | 375,595 | 4,236 | 0.13% | 0.13% | 99 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Added to | 293,787 | 4,054 | 0.62% | 0.39% | 100 | +106,811 | 57.13% | Q2 2026 | Jul 30, 2026 |
| Compound Planning, Inc. | History | Added to | 283,998 | 3,919 | 0.1% | 0.09% | 101 | +21,517 | 8.2% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 283,502 | 3,912 | 0.04% | 0.04% | 102 | -54,202 | -16.05% | Q2 2026 | Aug 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 277,769 | 3,833 | 0.05% | 0.03% | 103 | +93,829 | 51.01% | Q2 2026 | Aug 13, 2026 |
| GUARDIAN CAPITAL LP | History | Reduced | 273,035 | 3,767 | 0.09% | 0.08% | 104 | -1,601 | -0.58% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 259,838 | 3,585 | 0.02% | 0.02% | 105 | -13,643 | -4.99% | Q2 2026 | Jul 17, 2026 |
| GQG Partners LLC | History | New | 259,273 | 3,578 | 0.01% | — | 106 | +259,273 | New | Q2 2026 | Aug 12, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 256,219 | 3,535 | 0.31% | 0.3% | 107 | +1,024 | 0.4% | Q2 2026 | Jul 30, 2026 |
| SIH Partners, LLLP | History | Added to | 254,307 | 3,509 | 0.02% | 0.03% | 108 | +32,521 | 14.66% | Q2 2026 | Aug 14, 2026 |
| CIBC Asset Management Inc | History | Added to | 254,159 | 3,507 | 0.01% | 0.0% | 109 | +91,224 | 55.99% | Q2 2026 | Aug 03, 2026 |
| Vise Technologies, Inc. | History | Added to | 254,188 | 3,507 | 0.04% | 0.04% | 110 | +75,962 | 42.62% | Q2 2026 | Aug 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 251,009 | 3,463 | 0.06% | 0.06% | 111 | +2,955 | 1.19% | Q2 2026 | Jul 23, 2026 |
| Miura Global Management, LLC | History | New | 250,000 | 3,450 | 13.68% | — | 112 | +250,000 | New | Q2 2026 | Jul 17, 2026 |
| Adams Wealth Management | History | Added to | 248,524 | 3,429 | 0.66% | 0.61% | 113 | +4,061 | 1.66% | Q2 2026 | Aug 10, 2026 |
| NWAM LLC | History | New | 248,251 | 3,425 | 0.17% | — | 114 | +248,251 | New | Q2 2026 | Jul 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 242,709 | 3,349 | 0.0% | 0.0% | 115 | -51 | -0.02% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | Reduced | 242,445 | 3,345 | 0.0% | 0.01% | 116 | -102,415 | -29.7% | Q2 2026 | Aug 27, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 240,262 | 3,315 | 0.01% | 0.01% | 117 | -19,287 | -7.43% | Q2 2026 | Aug 11, 2026 |
| American Trust Investment Advisors, LLC | History | Added to | 239,026 | 3,298 | 1.63% | 1.34% | 118 | +23,446 | 10.88% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | Added to | 238,618 | 3,292 | 0.06% | 0.06% | 119 | +9,256 | 4.04% | Q2 2026 | Jul 27, 2026 |
| 1832 Asset Management L.P. | History | New | 230,846 | 3,185 | 0.0% | — | 120 | +230,846 | New | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 228,367 | 3,151 | 0.03% | 0.03% | 121 | -36,590 | -13.81% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 219,077 | 3,023 | 0.0% | 0.01% | 122 | -58,146 | -20.97% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | Added to | 211,266 | 2,974 | 0.01% | 0.01% | 123 | +69,927 | 49.47% | Q2 2026 | Aug 10, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 213,651 | 2,948 | 0.04% | 0.03% | 124 | +20,591 | 10.67% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 213,257 | 2,942 | 0.0% | 0.0% | 125 | +4,076 | 1.95% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 205,984 | 2,842 | 0.0% | 0.0% | 126 | +22,652 | 12.36% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 205,896 | 2,841 | 0.03% | 0.03% | 127 | +23,821 | 13.08% | Q2 2026 | Aug 03, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 199,182 | 2,790 | 0.0% | 0.0% | 128 | +23,153 | 13.15% | Q2 2026 | Aug 13, 2026 |
| Ballentine Partners, LLC | History | Added to | 199,017 | 2,746 | 0.03% | 0.03% | 129 | +18,183 | 10.06% | Q2 2026 | Jul 17, 2026 |
| Calamos Wealth Management LLC | History | New | 198,531 | 2,739 | 0.08% | — | 130 | +198,531 | New | Q2 2026 | Jul 31, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 197,972 | 2,732 | 0.14% | 0.13% | 131 | +1,807 | 0.92% | Q2 2026 | Jul 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 197,589 | 2,726 | 0.02% | 0.01% | 132 | +3,743 | 1.93% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 195,416 | 2,696 | 0.01% | 0.01% | 133 | +36,326 | 22.83% | Q2 2026 | Jul 28, 2026 |
| CHOREO, LLC | History | Added to | 195,233 | 2,694 | 0.03% | 0.03% | 134 | +4,003 | 2.09% | Q2 2026 | Aug 04, 2026 |
| Capital Research Global Investors | History | Added to | 193,991 | 2,647 | 0.0% | 0.0% | 135 | +1,421 | 0.74% | Q2 2026 | Aug 12, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 184,305 | 2,543 | 0.02% | 0.02% | 136 | +14,982 | 8.85% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | Added to | 183,638 | 2,534 | 0.01% | 0.01% | 137 | +32,417 | 21.44% | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 182,009 | 2,511 | 0.03% | 0.03% | 138 | +8,185 | 4.71% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 173,391 | 2,392 | 0.0% | 0.0% | 139 | +2,833 | 1.66% | Q2 2026 | Aug 13, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 172,236 | 2,376 | 0.9% | 0.82% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WCG Wealth Advisors LLC | History | New | 171,078 | 2,360 | 0.06% | — | 141 | +171,078 | New | Q2 2026 | Aug 14, 2026 |
| Qtron Investments LLC | History | Added to | 170,485 | 2,352 | 0.31% | 0.24% | 142 | +14,515 | 9.31% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 167,496 | 2,311 | 0.02% | 0.02% | 143 | -4,867 | -2.82% | Q2 2026 | Jul 28, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 160,400 | 2,213 | 0.12% | 0.11% | 144 | -2,005 | -1.23% | Q2 2026 | Jul 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 160,444 | 2,190 | 0.07% | 0.06% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stonebridge Financial Group, LLC/CA | History | New | 158,068 | 2,181 | 0.3% | — | 146 | +158,068 | New | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | New | 156,559 | 2,160 | 0.0% | — | 148 | +156,559 | New | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 155,794 | 2,160 | 0.0% | 0.0% | 147 | +22,123 | 16.55% | Q2 2026 | Jul 15, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 150,839 | 2,110 | 0.3% | 0.15% | 149 | +67,857 | 81.77% | Q2 2026 | Aug 14, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 150,238 | 2,073 | 0.25% | 0.31% | 150 | +9,064 | 6.42% | Q2 2026 | Jul 23, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 150,119 | 2,071 | 0.03% | 0.02% | 151 | +2,488 | 1.69% | Q2 2026 | Aug 11, 2026 |
| DGS Capital Management, LLC | History | No change | 175,382 | 1,978 | 0.32% | 0.32% | 152 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 140,654 | 1,941 | 0.01% | 0.01% | 153 | -3,643 | -2.52% | Q2 2026 | Aug 10, 2026 |
| Venture Visionary Partners LLC | History | Added to | 139,853 | 1,929 | 0.05% | 0.05% | 154 | +75 | 0.05% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 139,423 | 1,924 | 0.0% | 0.0% | 155 | +105,678 | 313.17% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | Added to | 138,071 | 1,905 | 0.01% | 0.0% | 156 | +27,684 | 25.08% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 135,620 | 1,871 | 0.01% | 0.0% | 157 | +14,445 | 11.92% | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 135,181 | 1,865 | 0.01% | — | 158 | +135,181 | New | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 133,813 | 1,846 | 0.03% | — | 160 | +133,813 | New | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 133,758 | 1,846 | 0.0% | 0.0% | 159 | -24,332 | -15.39% | Q2 2026 | Aug 05, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 131,780 | 1,818 | 0.07% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 129,531 | 1,787 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 127,154 | 1,754 | 0.0% | 0.0% | 163 | +1,539 | 1.23% | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | Added to | 119,921 | 1,654 | 0.01% | 0.01% | 164 | +88,835 | 285.77% | Q2 2026 | Aug 10, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 119,304 | 1,646 | 0.08% | 0.07% | 165 | +3,160 | 2.72% | Q2 2026 | Aug 14, 2026 |
| Burkett Asset Management Ltd | History | Added to | 117,935 | 1,627 | 1.52% | 1.13% | 166 | +16,060 | 15.76% | Q2 2026 | Jul 28, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 117,150 | 1,616 | 0.0% | 0.04% | 167 | -2,689,821 | -95.83% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 113,083 | 1,560 | 0.0% | 0.0% | 168 | +10,122 | 9.83% | Q2 2026 | Aug 05, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 112,841 | 1,557 | 0.08% | 0.07% | 169 | +17,161 | 17.94% | Q2 2026 | Jul 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 108,566 | 1,498 | 0.01% | 0.01% | 171 | +11,625 | 11.99% | Q2 2026 | Jul 20, 2026 |
| Capital World Investors | History | Added to | 109,817 | 1,498 | 0.0% | 0.0% | 170 | +806 | 0.74% | Q2 2026 | Aug 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 105,837 | 1,460 | 0.16% | 0.12% | 172 | +16,451 | 18.4% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 104,112 | 1,436 | 0.02% | 0.02% | 173 | +15,386 | 17.34% | Q2 2026 | Aug 05, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 103,721 | 1,431 | 0.06% | 0.05% | 174 | +2,147 | 2.11% | Q2 2026 | Jul 20, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 102,857 | 1,419 | 0.0% | 0.0% | 175 | +4,641 | 4.73% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 100,140 | 1,381 | 0.0% | 0.01% | 176 | -324,323 | -76.41% | Q2 2026 | Jul 29, 2026 |
| Engineers Gate Manager LP | History | Reduced | 97,710 | 1,348 | 0.02% | 0.01% | 177 | -774 | -0.79% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 97,473 | 1,345 | 0.02% | 0.01% | 178 | +17,090 | 21.26% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 96,521 | 1,331 | 0.0% | 0.0% | 179 | +2,577 | 2.74% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 95,581 | 1,319 | 0.12% | 0.1% | 180 | +1,371 | 1.46% | Q2 2026 | Jul 02, 2026 |
| Baron Wealth Management LLC | History | Added to | 94,626 | 1,305 | 0.34% | 0.31% | 181 | +1,430 | 1.53% | Q2 2026 | Jul 07, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 93,369 | 1,288 | 0.01% | 0.01% | 182 | +2,221 | 2.44% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 92,526 | 1,276 | 0.0% | 0.0% | 183 | +3,979 | 4.49% | Q2 2026 | Aug 11, 2026 |
| GREENLEAF TRUST | History | Reduced | 92,112 | 1,271 | 0.01% | 0.01% | 184 | -3,880 | -4.04% | Q2 2026 | Jul 21, 2026 |
| HB Wealth Management, LLC | History | Added to | 91,670 | 1,265 | 0.01% | 0.01% | 185 | +11,847 | 14.84% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 90,044 | 1,241 | 0.01% | 0.01% | 186 | +12,884 | 16.7% | Q2 2026 | Jul 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 88,521 | 1,221 | 0.01% | 0.01% | 187 | +130 | 0.15% | Q2 2026 | Jul 27, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 87,234 | 1,203 | 0.02% | 0.02% | 188 | +2,769 | 3.28% | Q2 2026 | Aug 03, 2026 |
| Prospera Financial Services Inc | History | Added to | 87,056 | 1,201 | 0.02% | 0.01% | 189 | +9,510 | 12.26% | Q2 2026 | Jul 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 86,758 | 1,197 | 0.07% | 0.06% | 190 | +4,297 | 5.21% | Q2 2026 | Jul 31, 2026 |
| Storgate, LLC | History | Added to | 85,934 | 1,185 | 0.25% | 0.31% | 191 | +50,521 | 142.66% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 85,272 | 1,176 | 0.04% | 0.04% | 192 | +8,882 | 11.63% | Q2 2026 | Jul 07, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 83,970 | 1,159 | 0.05% | — | 193 | +83,970 | New | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 83,862 | 1,157 | 0.01% | 0.0% | 194 | +12,007 | 16.71% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 82,165 | 1,133 | 0.01% | 0.04% | 195 | -137,990 | -62.68% | Q2 2026 | Jul 22, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 79,418 | 1,095 | 0.01% | 0.01% | 196 | -2,953 | -3.58% | Q2 2026 | Aug 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 77,843 | 1,074 | 0.02% | 0.01% | 197 | +1,508 | 1.98% | Q2 2026 | Jul 14, 2026 |
| SYON CAPITAL LLC | History | Added to | 75,886 | 1,047 | 0.05% | 0.04% | 198 | +1,934 | 2.62% | Q2 2026 | Aug 14, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 75,100 | 1,036 | 0.05% | 0.08% | 199 | -59,850 | -44.35% | Q2 2026 | Jul 21, 2026 |
| GABELLI FUNDS LLC | History | No change | 75,000 | 1,035 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 74,760 | 1,031 | 0.02% | 0.02% | 201 | -2,281 | -2.96% | Q2 2026 | Jul 29, 2026 |
| Themes Management Co LLC | History | Reduced | 73,516 | 1,014 | 0.67% | 0.61% | 202 | -14,699 | -16.66% | Q2 2026 | Jul 21, 2026 |
| Bain Capital Public Equity, LP | History | No change | 88,308 | 996 | 5.55% | 5.55% | 203 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | Added to | 71,943 | 992 | 0.17% | 0.17% | 204 | +1,339 | 1.9% | Q2 2026 | Jul 24, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 71,212 | 984 | 0.0% | 0.0% | 205 | +27,233 | 61.92% | Q2 2026 | Jul 27, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 69,251 | 955 | 0.04% | 0.04% | 206 | -1,084 | -1.54% | Q2 2026 | Aug 04, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 68,891 | 950 | 0.08% | 0.12% | 207 | -44,595 | -39.3% | Q2 2026 | Jul 27, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 68,661 | 947 | 0.0% | 0.0% | 208 | +3,562 | 5.47% | Q2 2026 | Aug 13, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 67,213 | 927 | 0.09% | 0.08% | 209 | +214 | 0.32% | Q2 2026 | Aug 04, 2026 |
| JMN Financial LLC | History | Reduced | 67,021 | 924 | 0.72% | 0.75% | 211 | -1,125 | -1.65% | Q2 2026 | Aug 10, 2026 |
| PDS Planning, Inc | History | Added to | 67,009 | 924 | 0.05% | 0.05% | 210 | +652 | 0.98% | Q2 2026 | Aug 05, 2026 |
| West Family Investments, Inc. | History | Added to | 66,897 | 923 | 0.27% | 0.12% | 212 | +36,396 | 119.33% | Q2 2026 | Aug 10, 2026 |
| HUB Investment Partners, LLC | History | Added to | 66,109 | 912 | 0.02% | 0.01% | 213 | +15,155 | 29.74% | Q2 2026 | Jul 31, 2026 |
| Orca Wealth Management, LLC | History | Added to | 65,821 | 908 | 0.54% | 0.53% | 214 | +61 | 0.09% | Q2 2026 | Jul 22, 2026 |
| Ascent Group, LLC | History | Reduced | 65,528 | 904 | 0.03% | 0.03% | 215 | -5,377 | -7.58% | Q2 2026 | Aug 03, 2026 |
| XPONANCE LLC | History | Added to | 64,375 | 888 | 0.01% | 0.0% | 216 | +26,366 | 69.37% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 62,986 | 869 | 0.0% | 0.0% | 217 | +10,871 | 20.86% | Q2 2026 | Aug 11, 2026 |
| Five Oceans Advisors | History | No change | 62,971 | 869 | 0.28% | 0.26% | 218 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 62,194 | 858 | 0.08% | 0.07% | 219 | -1,461 | -2.3% | Q2 2026 | Aug 07, 2026 |
| Integrated Quantitative Investments LLC | History | Reduced | 62,161 | 857 | 0.14% | 1.62% | 220 | -728,199 | -92.14% | Q2 2026 | Aug 14, 2026 |
| Banco de Sabadell, S.A | History | Reduced | 61,951 | 856 | 0.5% | 0.45% | 221 | -241 | -0.39% | Q2 2026 | Aug 04, 2026 |
| Optiver Holding B.V. | History | Reduced | 61,990 | 855 | 0.0% | 0.0% | 222 | -219,692 | -77.99% | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | History | Added to | 61,463 | 848 | 0.02% | 0.01% | 223 | +6,311 | 11.44% | Q2 2026 | Aug 12, 2026 |
| Trust Point Inc. | History | Reduced | 61,357 | 846 | 0.07% | 0.06% | 224 | -2,079 | -3.28% | Q2 2026 | Jul 08, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 60,310 | 832 | 0.01% | 0.01% | 225 | -2,000 | -3.21% | Q2 2026 | Aug 11, 2026 |
| Frec Markets, Inc. | History | Added to | 59,936 | 827 | 0.07% | 0.11% | 226 | +2,736 | 4.78% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 59,042 | 814 | 0.18% | 0.19% | 228 | -8,725 | -12.87% | Q2 2026 | Jul 09, 2026 |
| Focused Wealth Management, Inc | History | No change | 58,986 | 814 | 0.07% | 0.07% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LVW Advisors, LLC | History | Added to | 57,324 | 791 | 0.07% | 0.05% | 229 | +8,816 | 18.17% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 57,294 | 790 | 0.01% | 0.01% | 230 | +239 | 0.42% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 57,124 | 788 | 0.01% | 0.01% | 231 | +941 | 1.67% | Q2 2026 | Aug 12, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 55,854 | 770 | 0.04% | 0.03% | 232 | +6,868 | 14.02% | Q2 2026 | Jul 24, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 54,671 | 754 | 0.12% | 0.11% | 233 | +497 | 0.92% | Q2 2026 | Aug 03, 2026 |
| Aviso Financial Inc. | History | Added to | 54,423 | 751 | 0.03% | 0.02% | 234 | +3,087 | 6.01% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 52,442 | 723 | 0.04% | 0.02% | 235 | -2,068 | -3.79% | Q2 2026 | Aug 04, 2026 |
| SummitTX Capital, L.P. | History | New | 51,661 | 712 | 0.02% | — | 236 | +51,661 | New | Q2 2026 | Aug 14, 2026 |
| Polar Asset Management Partners Inc. | History | New | 51,370 | 708 | 0.01% | — | 237 | +51,370 | New | Q2 2026 | Aug 14, 2026 |
| May Hill Capital, LLC | History | Added to | 50,348 | 694 | 0.14% | 0.09% | 238 | +17,146 | 51.64% | Q2 2026 | Aug 07, 2026 |
| INTRUST BANK NA | History | Added to | 49,829 | 687 | 0.05% | 0.05% | 239 | +123 | 0.25% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 49,477 | 682 | 0.01% | 0.01% | 240 | +5,287 | 11.96% | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 60,218 | 679 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 49,185 | 678 | 0.01% | 0.01% | 242 | -27,859 | -36.16% | Q2 2026 | Aug 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 49,002 | 676 | 0.01% | 0.01% | 243 | +2,157 | 4.6% | Q2 2026 | Jul 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 48,751 | 672 | 0.0% | 0.0% | 244 | -1,452 | -2.89% | Q2 2026 | Sep 23, 2026 |
| Allworth Financial LP | History | Added to | 48,563 | 670 | 0.0% | 0.0% | 245 | +102 | 0.21% | Q2 2026 | Aug 11, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 47,927 | 661 | 0.01% | 0.01% | 246 | +5,056 | 11.79% | Q2 2026 | Jul 08, 2026 |
| Basecamp Wealth Advisors LLC | History | Reduced | 47,938 | 661 | 0.12% | 0.11% | 247 | -149 | -0.31% | Q2 2026 | Aug 14, 2026 |
| Portside Wealth Group, LLC | History | Added to | 47,727 | 658 | 0.08% | 0.07% | 248 | +4,397 | 10.15% | Q2 2026 | Jul 14, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 46,450 | 641 | 0.36% | 0.35% | 249 | -33,415 | -41.84% | Q2 2026 | Jul 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 46,320 | 639 | 0.01% | 0.01% | 250 | +4,900 | 11.83% | Q2 2026 | Jul 15, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 45,831 | 632 | 0.02% | 0.01% | 251 | -139 | -0.3% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 44,762 | 617 | 0.0% | 0.0% | 252 | +34,350 | 329.91% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 43,979 | 606 | 0.01% | 0.01% | 253 | +18,884 | 75.25% | Q2 2026 | Jul 31, 2026 |
| Greenspring Advisors, LLC | History | Added to | 43,843 | 605 | 0.03% | 0.03% | 254 | +1,622 | 3.84% | Q2 2026 | Aug 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 43,824 | 604 | 0.04% | 0.03% | 255 | -1,723 | -3.78% | Q2 2026 | Aug 12, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 43,635 | 602 | 0.12% | 0.1% | 256 | +10,054 | 29.94% | Q2 2026 | Jul 07, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 43,491 | 600 | 0.01% | 0.02% | 257 | -114,351 | -72.45% | Q2 2026 | Jul 16, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 43,102 | 594 | 0.08% | 0.05% | 258 | +13,815 | 47.17% | Q2 2026 | Jul 16, 2026 |
| MAI Capital Management | History | Added to | 42,728 | 589 | 0.0% | 0.0% | 259 | +31,785 | 290.46% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 41,517 | 572 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 40,580 | 560 | 0.0% | 0.0% | 261 | +2,770 | 7.33% | Q2 2026 | Aug 13, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 40,444 | 558 | 0.06% | 0.12% | 263 | -51,951 | -56.23% | Q2 2026 | Jul 17, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 40,400 | 558 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREDIT AGRICOLE S A | History | No change | 40,398 | 557 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 39,827 | 556 | 0.04% | 0.03% | 265 | +4,597 | 13.05% | Q2 2026 | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 40,219 | 555 | 0.02% | 0.02% | 266 | -20,483 | -33.74% | Q2 2026 | Jul 24, 2026 |
| SYM FINANCIAL Corp | History | Added to | 39,750 | 548 | 0.04% | 0.04% | 267 | +4,547 | 12.92% | Q2 2026 | Aug 04, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 39,619 | 546 | 0.13% | 0.13% | 268 | +2,461 | 6.62% | Q2 2026 | Jul 23, 2026 |
| Diversify Advisory Services, LLC | History | New | 39,027 | 545 | 0.01% | — | 270 | +39,027 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 39,027 | 545 | 0.01% | 0.01% | 269 | -1,634 | -4.02% | Q2 2026 | Jul 29, 2026 |
| J.Safra Asset Management Corp | History | Added to | 38,805 | 535 | 0.02% | 0.02% | 271 | +2,133 | 5.82% | Q2 2026 | Aug 06, 2026 |
| STATE STREET CORP | History | Reduced | 38,714 | 534 | 0.0% | 0.0% | 272 | -722,710 | -94.92% | Q2 2026 | Sep 22, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 38,661 | 533 | 0.01% | 0.0% | 273 | +21,195 | 121.35% | Q2 2026 | Aug 06, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 38,129 | 526 | 0.04% | 0.04% | 274 | +194 | 0.51% | Q2 2026 | Aug 11, 2026 |
| Waterfront Wealth Inc. | History | Added to | 37,670 | 522 | 0.08% | 0.08% | 275 | +4 | 0.01% | Q2 2026 | Jul 30, 2026 |
| Wedmont Private Capital | History | Reduced | 37,127 | 514 | 0.01% | 0.02% | 276 | -5,575 | -13.06% | Q2 2026 | Jul 13, 2026 |
| New Republic Capital, LLC | History | Added to | 36,888 | 509 | 0.12% | 0.14% | 277 | +1,051 | 2.93% | Q2 2026 | Jul 31, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 36,784 | 507 | 0.0% | 0.0% | 278 | -18,751 | -33.76% | Q2 2026 | Aug 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 36,740 | 507 | 0.0% | 0.0% | 279 | +1,417 | 4.01% | Q2 2026 | Aug 06, 2026 |
| Cromwell Holdings LLC | History | No change | 36,753 | 507 | 0.23% | 0.23% | 280 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 36,606 | 505 | 0.0% | 0.0% | 281 | +799 | 2.23% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 36,508 | 504 | 0.0% | 0.0% | 282 | +3,246 | 9.76% | Q2 2026 | Jul 27, 2026 |
| Nykredit A/S | History | New | 36,398 | 502 | 0.0% | — | 283 | +36,398 | New | Q2 2026 | Sep 08, 2026 |
| Waterford Advisors, LLC | History | New | 36,124 | 498 | 0.14% | — | 284 | +36,124 | New | Q2 2026 | Aug 14, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | No change | 35,387 | 488 | 0.17% | 0.15% | 285 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 35,297 | 487 | 0.33% | 0.29% | 286 | +177 | 0.5% | Q2 2026 | Aug 13, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 33,625 | 485 | 0.03% | 0.02% | 287 | +639 | 1.94% | Q2 2026 | Aug 05, 2026 |
| Traveka Wealth, LLC | History | Added to | 35,204 | 485 | 0.16% | 0.15% | 288 | +110 | 0.31% | Q2 2026 | Jul 21, 2026 |
| Jain Global LLC | History | Reduced | 35,098 | 484 | 0.0% | 0.0% | 289 | -52,300 | -59.84% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Added to | 34,505 | 476 | 0.01% | 0.01% | 290 | +6,327 | 22.45% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 33,811 | 466 | 0.01% | 0.01% | 291 | +3,078 | 10.02% | Q2 2026 | Aug 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 33,736 | 465 | 0.01% | 0.01% | 292 | +7,063 | 26.48% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | Added to | 32,991 | 455 | 0.01% | 0.0% | 293 | +18,778 | 132.12% | Q2 2026 | Jul 22, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 32,919 | 454 | 0.02% | 0.02% | 294 | -900 | -2.66% | Q2 2026 | Jul 28, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 32,775 | 452 | 0.05% | 0.06% | 295 | -855 | -2.54% | Q2 2026 | Aug 12, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 32,706 | 451 | 0.1% | 0.09% | 296 | +274 | 0.84% | Q2 2026 | Jul 31, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 32,510 | 448 | 0.0% | 0.0% | 297 | +2,304 | 7.63% | Q2 2026 | Jul 27, 2026 |
| PFW Advisors LLC | History | No change | 32,394 | 447 | 0.13% | 0.11% | 298 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Governors Lane LP | History | No change | 32,260 | 445 | 0.04% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 31,608 | 436 | 0.12% | 0.11% | 300 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 31,581 | 435 | 0.0% | 0.0% | 301 | +1,184 | 3.9% | Q2 2026 | Sep 08, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 30,661 | 423 | 0.0% | — | 302 | +30,661 | New | Q2 2026 | Aug 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 30,512 | 421 | 0.01% | 0.0% | 303 | +11,877 | 63.73% | Q2 2026 | Aug 14, 2026 |
| Keebeck Wealth Management | History | Added to | 30,465 | 420 | 0.04% | 0.02% | 304 | +12,777 | 72.24% | Q2 2026 | Aug 11, 2026 |
| Optas, LLC | History | Added to | 30,016 | 414 | 0.06% | 0.05% | 305 | +131 | 0.44% | Q2 2026 | Jul 21, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 29,862 | 412 | 0.01% | 0.01% | 306 | -2,613 | -8.05% | Q2 2026 | Jul 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 29,940 | 411 | 0.0% | 0.0% | 307 | -420 | -1.38% | Q2 2026 | Aug 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 29,755 | 410 | 0.03% | 0.02% | 309 | +8,761 | 41.73% | Q2 2026 | Aug 06, 2026 |
| Modern Wealth Management, LLC | History | Added to | 29,737 | 410 | 0.0% | 0.0% | 310 | +5,776 | 24.11% | Q2 2026 | Aug 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 29,735 | 410 | 0.01% | 0.01% | 308 | -317 | -1.05% | Q2 2026 | Jul 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 29,179 | 402 | 0.01% | 0.01% | 312 | +7,811 | 36.55% | Q2 2026 | Aug 03, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 29,195 | 402 | 0.05% | 0.04% | 311 | -1,228 | -4.04% | Q2 2026 | Jul 28, 2026 |
| Avestar Capital, LLC | History | Added to | 29,062 | 401 | 0.02% | 0.01% | 313 | +15,016 | 106.91% | Q2 2026 | Jul 29, 2026 |
| Gibbs Wealth Management | History | No change | 35,333 | 398 | 0.05% | 0.05% | 314 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 27,981 | 386 | 0.01% | 0.01% | 315 | +732 | 2.69% | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 27,192 | 375 | 0.01% | — | 316 | +27,192 | New | Q2 2026 | Jul 28, 2026 |
| Athena Wealth Management, LLC | History | Added to | 27,041 | 373 | 0.28% | 0.23% | 318 | +1,978 | 7.89% | Q2 2026 | Jul 21, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 27,068 | 373 | 0.01% | 0.01% | 317 | +276 | 1.03% | Q2 2026 | Jul 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 26,788 | 369 | 0.02% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 26,322 | 363 | 0.0% | 0.0% | 321 | +2,026 | 8.34% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 26,327 | 363 | 0.03% | 0.02% | 320 | +680 | 2.65% | Q2 2026 | Aug 14, 2026 |
| SATURNA CAPITAL CORP | History | No change | 26,000 | 362 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 26,100 | 360 | 0.04% | 0.04% | 323 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hilltop Holdings Inc. | History | Added to | 25,979 | 358 | 0.03% | 0.02% | 324 | +1,573 | 6.45% | Q2 2026 | Aug 13, 2026 |
| GFS Advisors, LLC | History | New | 710 | 358 | 0.04% | — | 325 | +710 | New | Q2 2026 | Aug 04, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Added to | 25,784 | 355 | 0.06% | 0.06% | 326 | +699 | 2.79% | Q2 2026 | Jul 09, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 25,544 | 352 | 0.11% | 0.11% | 327 | +699 | 2.81% | Q2 2026 | Jul 29, 2026 |
| Baird Financial Group, Inc. | History | New | 25,449 | 351 | 0.0% | — | 328 | +25,449 | New | Q2 2026 | Aug 12, 2026 |
| Foster Group, Inc. | History | Added to | 25,394 | 350 | 0.01% | 0.01% | 330 | +3,696 | 17.03% | Q2 2026 | Jul 07, 2026 |
| Syverson Strege & Co | History | Reduced | 25,391 | 350 | 0.08% | 0.07% | 329 | -1,057 | -4.0% | Q2 2026 | Aug 06, 2026 |
| NORDEN GROUP LLC | History | Added to | 25,139 | 346 | 0.03% | 0.03% | 331 | +1,063 | 4.42% | Q2 2026 | Jul 29, 2026 |
| Westend Capital Management, LLC | History | No change | 24,738 | 341 | 0.08% | 0.08% | 332 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 24,700 | 340 | 0.01% | 0.0% | 333 | +5,456 | 28.35% | Q2 2026 | Aug 03, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 24,640 | 340 | 0.02% | 0.01% | 334 | +1,587 | 6.88% | Q2 2026 | Aug 20, 2026 |
| Csenge Advisory Group | History | Added to | 24,329 | 335 | 0.01% | 0.01% | 335 | +791 | 3.36% | Q2 2026 | Aug 10, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 24,210 | 334 | 0.09% | 0.08% | 336 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Snider Financial Group | History | Added to | 24,079 | 332 | 0.08% | 0.08% | 337 | +83 | 0.35% | Q2 2026 | Jul 14, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 24,057 | 331 | 0.01% | 0.01% | 338 | +58 | 0.24% | Q2 2026 | Jul 13, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 23,700 | 327 | 0.1% | 0.11% | 339 | -810 | -3.3% | Q2 2026 | Aug 03, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 23,608 | 325 | 0.01% | 0.02% | 341 | +1,331 | 5.97% | Q2 2026 | Aug 14, 2026 |
| Anchor Investment Management, LLC | History | Added to | 23,591 | 325 | 0.02% | 0.02% | 340 | +591 | 2.57% | Q2 2026 | Sep 15, 2026 |
| World Investment Advisors | History | Reduced | 27,738 | 322 | 0.01% | 0.01% | 342 | -444 | -1.58% | Q2 2026 | Aug 13, 2026 |
| Nilsine Partners, LLC | History | Added to | 23,331 | 321 | 0.02% | 0.02% | 343 | +936 | 4.18% | Q2 2026 | Jul 24, 2026 |
| Sowell Financial Services LLC | History | Reduced | 23,151 | 319 | 0.01% | 0.01% | 344 | -2,872 | -11.04% | Q2 2026 | Jul 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 22,980 | 317 | 0.0% | 0.0% | 346 | +1,892 | 8.97% | Q2 2026 | Aug 11, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 23,022 | 317 | 0.03% | 0.02% | 345 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Eagle Strategies LLC | History | Added to | 22,905 | 316 | 0.03% | 0.03% | 347 | +279 | 1.23% | Q2 2026 | Jul 21, 2026 |
| Ellevest, Inc. | History | Added to | 34,633 | 312 | 0.04% | 0.03% | 348 | +14,677 | 73.55% | Q2 2026 | Aug 10, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 22,675 | 312 | 0.01% | 0.01% | 349 | +1,022 | 4.72% | Q2 2026 | Jul 28, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 22,417 | 309 | 0.18% | 0.18% | 350 | -1,503 | -6.28% | Q2 2026 | Jul 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 22,037 | 304 | 0.01% | 0.01% | 351 | +4,129 | 23.06% | Q2 2026 | Jul 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 21,965 | 303 | 0.0% | 0.0% | 352 | +942 | 4.48% | Q2 2026 | Aug 07, 2026 |
| GeoWealth Management, LLC | History | Added to | 21,857 | 301 | 0.01% | 0.01% | 353 | +494 | 2.31% | Q2 2026 | Jul 30, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 21,762 | 300 | 0.0% | 0.0% | 354 | -25,367 | -53.82% | Q2 2026 | Aug 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 21,580 | 297 | 0.05% | 0.05% | 355 | +979 | 4.75% | Q2 2026 | Jul 21, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 21,473 | 296 | 0.01% | 0.01% | 356 | +1,479 | 7.4% | Q2 2026 | Jul 24, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 19,847 | 290 | 0.01% | 0.0% | 357 | +664 | 3.46% | Q2 2026 | Aug 06, 2026 |
| MATTERS CAPITAL LLC | History | Added to | 21,041 | 290 | 0.2% | 0.21% | 358 | +315 | 1.52% | Q2 2026 | Aug 12, 2026 |
| Impact Capital Partners LLC | History | Added to | 20,921 | 288 | 0.08% | 0.07% | 360 | +162 | 0.78% | Q2 2026 | Jul 14, 2026 |
| Fulcrum Equity Management | History | No change | 20,893 | 288 | 0.21% | 0.23% | 359 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 20,658 | 285 | 0.03% | 0.03% | 361 | +788 | 3.97% | Q2 2026 | Jul 10, 2026 |
| Aventura Private Wealth, LLC | History | No change | 20,665 | 285 | 0.09% | 0.09% | 362 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Range Advisory, LLC | History | New | 20,588 | 284 | 0.03% | — | 364 | +20,588 | New | Q2 2026 | Sep 02, 2026 |
| Stonebrook Private Inc. | History | Added to | 20,625 | 284 | 0.05% | 0.03% | 363 | +8,290 | 67.21% | Q2 2026 | Aug 14, 2026 |
| LAVELLE CAPITAL LP | History | No change | 20,515 | 283 | 0.12% | 0.14% | 365 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| XXI WEALTH, LLC | History | Added to | 20,400 | 281 | 0.13% | 0.11% | 366 | +2,442 | 13.6% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 20,339 | 280 | 0.0% | 0.0% | 367 | -25,886 | -56.0% | Q2 2026 | Aug 18, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Reduced | 20,067 | 276 | 0.09% | 0.14% | 368 | -11,916 | -37.26% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 19,800 | 273 | 0.0% | 0.0% | 369 | +3,500 | 21.47% | Q2 2026 | Aug 14, 2026 |
| Hardy Reed LLC | History | New | 19,737 | 272 | 0.02% | — | 370 | +19,737 | New | Q2 2026 | Aug 03, 2026 |
| Prosperity Consulting Group, LLC | History | New | 19,568 | 270 | 0.01% | — | 371 | +19,568 | New | Q2 2026 | Aug 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 19,535 | 269 | 0.02% | 0.02% | 372 | -11,054 | -36.14% | Q2 2026 | Aug 14, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 19,500 | 269 | 0.02% | 0.01% | 373 | +2,257 | 13.09% | Q2 2026 | Aug 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 19,122 | 263 | 0.0% | 0.0% | 374 | +8,711 | 83.67% | Q2 2026 | Jul 20, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 18,982 | 261 | 0.08% | 0.08% | 375 | +2,391 | 14.41% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 18,878 | 260 | 0.0% | 0.0% | 376 | +7,496 | 65.86% | Q2 2026 | Jul 28, 2026 |
| Diversified Trust Co | History | Added to | 18,578 | 256 | 0.0% | 0.0% | 377 | +1,124 | 6.44% | Q2 2026 | Jul 17, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 18,432 | 254 | 0.0% | 0.0% | 378 | -2,087 | -10.17% | Q2 2026 | Aug 13, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 18,210 | 251 | 0.11% | 0.09% | 379 | -280 | -1.51% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 22,242 | 250 | 0.0% | 0.0% | 380 | +4,915 | 28.37% | Q2 2026 | Aug 14, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 17,958 | 247 | 0.04% | 0.03% | 381 | -2,241 | -11.09% | Q2 2026 | Aug 07, 2026 |
| Altar Rock LLC | History | Added to | 17,690 | 244 | 0.36% | 0.23% | 382 | +233 | 1.33% | Q2 2026 | Sep 21, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 17,463 | 240 | 0.01% | 0.01% | 383 | +3,033 | 21.02% | Q2 2026 | Jul 27, 2026 |
| AlphaCore Capital LLC | History | New | 17,245 | 237 | 0.0% | — | 384 | +17,245 | New | Q2 2026 | Aug 06, 2026 |
| Avior Wealth Management, LLC | History | New | 17,109 | 236 | 0.01% | — | 388 | +17,109 | New | Q2 2026 | Jul 07, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 17,112 | 236 | 0.0% | 0.01% | 385 | -7,312 | -29.94% | Q2 2026 | Aug 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 17,111 | 236 | 0.05% | 0.02% | 387 | +4,917 | 40.32% | Q2 2026 | Jul 30, 2026 |
| Keel Point, LLC | History | Added to | 17,124 | 236 | 0.01% | 0.01% | 386 | +1,029 | 6.39% | Q2 2026 | Aug 14, 2026 |
| Flatrock Wealth Partners LLC | History | Added to | 17,044 | 235 | 0.09% | 0.08% | 389 | +932 | 5.78% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 16,998 | 234 | 0.01% | 0.01% | 391 | +2,050 | 13.71% | Q2 2026 | Jul 24, 2026 |
| Choate Investment Advisors | History | Added to | 17,019 | 234 | 0.0% | 0.0% | 390 | +94 | 0.56% | Q2 2026 | Aug 11, 2026 |
| Elm Partners Management LLC | History | Added to | 16,781 | 231 | 0.01% | 0.01% | 392 | +21 | 0.13% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | Added to | 16,694 | 230 | 0.01% | 0.0% | 393 | +8,151 | 95.41% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 16,687 | 230 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 16,524 | 228 | 0.0% | 0.0% | 396 | +900 | 5.76% | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 16,539 | 228 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | Added to | 16,244 | 224 | 0.0% | 0.0% | 398 | +141 | 0.88% | Q2 2026 | Aug 03, 2026 |
| First Affirmative Financial Network | History | No change | 19,896 | 224 | 0.09% | 0.09% | 397 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Boxwood Ventures, Inc. | History | New | 16,230 | 223 | 0.13% | — | 399 | +16,230 | New | Q2 2026 | Aug 12, 2026 |
| VestGen Advisors, LLC | History | Added to | 15,982 | 220 | 0.01% | 0.0% | 401 | +3,463 | 27.66% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 15,958 | 220 | 0.0% | 0.0% | 400 | -955 | -5.65% | Q2 2026 | Aug 12, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 15,939 | 219 | 0.01% | 0.01% | 402 | -437 | -2.67% | Q2 2026 | Jul 31, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 15,866 | 218 | 0.02% | 0.02% | 403 | -192 | -1.2% | Q2 2026 | Jul 09, 2026 |
| Pallas Capital Advisors LLC | History | New | 15,576 | 214 | 0.01% | — | 406 | +15,576 | New | Q2 2026 | Aug 07, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 15,533 | 214 | 0.05% | 0.05% | 405 | +626 | 4.2% | Q2 2026 | Jul 17, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Added to | 15,509 | 214 | 0.09% | 0.09% | 404 | +413 | 2.74% | Q2 2026 | Aug 04, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 15,478 | 213 | 0.05% | 0.04% | 407 | -791 | -4.86% | Q2 2026 | Jul 17, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 15,489 | 213 | 0.01% | 0.01% | 408 | -83 | -0.53% | Q2 2026 | Jul 31, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 15,192 | 209 | 0.12% | 0.13% | 409 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carter Financial Group, INC. | History | Reduced | 15,106 | 208 | 0.11% | 0.22% | 411 | -16,820 | -52.68% | Q2 2026 | Jul 30, 2026 |
| Sunpointe, LLC | History | Reduced | 15,086 | 208 | 0.06% | 0.06% | 412 | -354 | -2.29% | Q2 2026 | Jul 24, 2026 |
| Aspen Grove Capital, LLC | History | No change | 15,079 | 208 | 0.03% | 0.03% | 410 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 14,778 | 203 | 0.01% | 0.01% | 413 | -99 | -0.67% | Q2 2026 | Jul 08, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 14,671 | 202 | 0.03% | 0.03% | 414 | +1,332 | 9.99% | Q2 2026 | Jul 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 14,623 | 201 | 0.0% | 0.0% | 415 | +2,274 | 18.41% | Q2 2026 | Aug 11, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 14,606 | 201 | 0.01% | 0.01% | 416 | +2,269 | 18.39% | Q2 2026 | Jul 27, 2026 |
| CERTUITY, LLC | History | Reduced | 14,461 | 199 | 0.01% | 0.02% | 417 | -8,539 | -37.13% | Q2 2026 | Jul 28, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 14,419 | 198 | 0.01% | 0.01% | 418 | -1,431 | -9.03% | Q2 2026 | Aug 10, 2026 |
| Stiles Financial Services Inc | History | Added to | 14,371 | 198 | 0.05% | 0.05% | 419 | +38 | 0.27% | Q2 2026 | Aug 12, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | New | 14,318 | 197 | 0.09% | — | 420 | +14,318 | New | Q2 2026 | Jul 14, 2026 |
| Arlington Capital Management, Inc. | History | Reduced | 14,150 | 195 | 0.12% | 2.15% | 422 | -324,346 | -95.82% | Q2 2026 | Jul 24, 2026 |
| Private Advisor Group, LLC | History | Reduced | 14,176 | 195 | 0.0% | 0.0% | 421 | -60,431 | -81.0% | Q2 2026 | Jul 27, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 14,104 | 194 | 0.06% | 0.06% | 423 | +122 | 0.87% | Q2 2026 | Jul 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 14,111 | 194 | 0.01% | 0.01% | 425 | +111 | 0.79% | Q2 2026 | Jul 27, 2026 |
| Calydon Capital | History | No change | 14,077 | 194 | 0.03% | 0.03% | 424 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 14,034 | 193 | 0.04% | 0.03% | 426 | +4,583 | 48.49% | Q2 2026 | Aug 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | New | 13,844 | 191 | 0.0% | — | 427 | +13,844 | New | Q2 2026 | Aug 14, 2026 |
| SVB WEALTH LLC | History | Reduced | 13,831 | 190 | 0.01% | 0.01% | 428 | -91 | -0.65% | Q2 2026 | Jul 17, 2026 |
| August Group Capital Ltd | History | Reduced | 13,707 | 189 | 0.21% | 0.19% | 430 | -630 | -4.39% | Q2 2026 | Aug 10, 2026 |
| OneAscent Financial Services LLC | History | Added to | 13,699 | 189 | 0.01% | 0.01% | 429 | +26 | 0.19% | Q2 2026 | Aug 11, 2026 |
| Klingman & Associates, LLC | History | Added to | 13,446 | 185 | 0.01% | 0.01% | 431 | +1,851 | 15.96% | Q2 2026 | Jul 29, 2026 |
| Nolet Wealth Management, LLC | History | Added to | 13,359 | 184 | 0.1% | 0.07% | 432 | +2,226 | 19.99% | Q2 2026 | Jul 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 13,314 | 183 | 0.0% | 0.0% | 434 | -4,645 | -25.86% | Q2 2026 | Jul 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 13,327 | 183 | 0.0% | 0.0% | 433 | -346 | -2.53% | Q2 2026 | Aug 12, 2026 |
| Atlas Legacy Advisors, LLC | History | New | 13,492 | 181 | 0.03% | — | 438 | +13,492 | New | Q2 2026 | Jul 31, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 13,147 | 181 | 0.01% | 0.01% | 435 | -2,823 | -17.68% | Q2 2026 | Aug 11, 2026 |
| X-Square Capital, LLC | History | No change | 13,127 | 181 | 0.05% | 0.05% | 436 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 16,058 | 181 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| OneAscent Investment Solutions LLC | History | New | 12,979 | 179 | 0.17% | — | 441 | +12,979 | New | Q2 2026 | Aug 11, 2026 |
| Planned Solutions, Inc. | History | Added to | 12,996 | 179 | 0.05% | 0.04% | 439 | +2,071 | 18.96% | Q2 2026 | Jul 13, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 13,022 | 179 | 0.04% | 0.03% | 440 | +107 | 0.83% | Q2 2026 | Jul 30, 2026 |
| Interchange Capital Partners, LLC | History | New | 12,826 | 178 | 0.03% | — | 443 | +12,826 | New | Q2 2026 | Jul 20, 2026 |
| Curated Wealth Partners LLC | History | No change | 12,938 | 178 | 0.02% | 0.02% | 442 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Procyon Advisors, LLC | History | Reduced | 12,753 | 175 | 0.01% | 0.01% | 444 | -3,634 | -22.18% | Q2 2026 | Jul 09, 2026 |
| GC Wealth Management RIA, LLC | History | New | 12,637 | 174 | 0.01% | — | 446 | +12,637 | New | Q2 2026 | Jul 16, 2026 |
| BIP Wealth, LLC | History | New | 12,609 | 174 | 0.0% | — | 445 | +12,609 | New | Q2 2026 | Aug 03, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 12,625 | 172 | 0.01% | 0.01% | 447 | -3,037 | -19.39% | Q2 2026 | Jul 14, 2026 |
| Curi Capital, LLC | History | Added to | 12,414 | 171 | 0.0% | 0.0% | 448 | +2,051 | 19.79% | Q2 2026 | Aug 14, 2026 |
| Livet Wealth, LLC | History | Reduced | 12,273 | 169 | 0.1% | 0.09% | 449 | -48 | -0.39% | Q2 2026 | Jul 28, 2026 |
| Activest Wealth Management | History | Reduced | 12,202 | 168 | 0.03% | 0.05% | 451 | -11,999 | -49.58% | Q2 2026 | Jul 16, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 12,224 | 168 | 0.02% | 0.01% | 450 | +2,157 | 21.43% | Q2 2026 | Jul 27, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 12,140 | 167 | 0.02% | 0.02% | 452 | +565 | 4.88% | Q2 2026 | Jul 28, 2026 |
| Reliant Investment Partners, LLC | History | No change | 12,027 | 165 | 0.11% | 0.11% | 453 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investment Research Partners LLC | History | New | 11,936 | 164 | 0.06% | — | 458 | +11,936 | New | Q2 2026 | Aug 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 11,931 | 164 | 0.01% | 0.0% | 454 | +3,872 | 48.05% | Q2 2026 | Aug 06, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 11,885 | 164 | 0.03% | 0.03% | 456 | +625 | 5.55% | Q2 2026 | Jul 22, 2026 |
| Western Financial Corp/CA | History | No change | 11,956 | 164 | 0.05% | 0.05% | 455 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 11,949 | 164 | 0.05% | 0.05% | 457 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BROWN ADVISORY INC | History | Added to | 11,756 | 162 | 0.0% | 0.0% | 459 | +291 | 2.54% | Q2 2026 | Aug 14, 2026 |
| Viaable, LLC | History | New | 11,708 | 161 | 0.13% | — | 461 | +11,708 | New | Q2 2026 | Aug 14, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 11,682 | 161 | 0.05% | 0.04% | 460 | -102 | -0.87% | Q2 2026 | Jul 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 11,575 | 159 | 0.03% | 0.03% | 463 | +1,663 | 16.78% | Q2 2026 | Jul 17, 2026 |
| COMMERCE BANK | History | Reduced | 11,587 | 159 | 0.0% | 0.0% | 462 | -1,531 | -11.67% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 11,566 | 159 | 0.0% | 0.0% | 464 | -1,353 | -10.47% | Q2 2026 | Aug 10, 2026 |
| Brucke Financial, Inc. | History | Reduced | 11,505 | 158 | 0.07% | 0.07% | 466 | -1,148 | -9.07% | Q2 2026 | Jul 21, 2026 |
| Vawter Financial, Ltd. | History | No change | 11,500 | 158 | 0.06% | 0.05% | 465 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Permanens Capital L.P. | History | New | 11,448 | 157 | 0.02% | — | 468 | +11,448 | New | Q2 2026 | Aug 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 11,445 | 157 | 0.0% | 0.0% | 467 | +119 | 1.05% | Q2 2026 | Aug 04, 2026 |
| Symmetry Partners, LLC | History | New | 11,345 | 156 | 0.01% | — | 471 | +11,345 | New | Q2 2026 | Jul 23, 2026 |
| S Harris Financial Group, LLC | History | Reduced | 11,340 | 156 | 0.12% | 0.12% | 470 | -634 | -5.29% | Q2 2026 | Jul 24, 2026 |
| Connecticut Capital Management Group, LLC | History | Added to | 11,369 | 156 | 0.13% | 0.12% | 469 | +10 | 0.09% | Q2 2026 | Jul 17, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 11,235 | 155 | 0.0% | 0.01% | 472 | -16,487 | -59.47% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | New | 11,128 | 153 | 0.01% | — | 474 | +11,128 | New | Q2 2026 | Aug 04, 2026 |
| Hidden Cove Wealth Management, LLC | History | New | 11,103 | 153 | 0.08% | — | 473 | +11,103 | New | Q2 2026 | Jul 21, 2026 |
| Aptus Capital Advisors, LLC | History | New | 11,043 | 152 | 0.0% | — | 477 | +11,043 | New | Q2 2026 | Aug 12, 2026 |
| Nova R Wealth, Inc. | History | Added to | 11,086 | 152 | 0.04% | 0.04% | 475 | +241 | 2.22% | Q2 2026 | Jul 17, 2026 |
| Canopy Partners, LLC | History | Added to | 11,059 | 152 | 0.05% | 0.04% | 476 | +55 | 0.5% | Q2 2026 | Jul 22, 2026 |
| RFG Advisory, LLC | History | New | 10,995 | 151 | 0.0% | — | 479 | +10,995 | New | Q2 2026 | Jul 15, 2026 |
| Boltwood Capital Management | History | No change | 11,000 | 151 | 0.03% | 0.03% | 478 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Sepio Capital, LP | History | Added to | 10,922 | 150 | 0.01% | 0.01% | 480 | +771 | 7.6% | Q2 2026 | Jul 28, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 10,867 | 149 | 0.0% | 0.0% | 481 | -11,131 | -50.6% | Q2 2026 | Aug 11, 2026 |
| Quotient Wealth Partners, LLC | History | New | 10,862 | 149 | 0.0% | — | 483 | +10,862 | New | Q2 2026 | Aug 03, 2026 |
| National Philanthropic Trust | History | Reduced | 10,806 | 149 | 0.0% | 0.0% | 482 | -821 | -7.06% | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | New | 10,719 | 147 | 0.0% | — | 486 | +10,719 | New | Q2 2026 | Aug 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 10,718 | 147 | 0.0% | 0.0% | 484 | +207 | 1.97% | Q2 2026 | Aug 04, 2026 |
| PCM Encore, LLC | History | Added to | 10,656 | 147 | 0.03% | 0.02% | 485 | +74 | 0.7% | Q2 2026 | Aug 11, 2026 |
| TRITONPOINT WEALTH, LLC | History | New | 10,585 | 146 | 0.01% | — | 488 | +10,585 | New | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 10,576 | 146 | 0.0% | 0.0% | 487 | +1,488 | 16.37% | Q2 2026 | Aug 12, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 10,531 | 145 | 0.02% | 0.02% | 489 | -326 | -3.0% | Q2 2026 | Jul 27, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 10,463 | 144 | 0.06% | — | 490 | +10,463 | New | Q2 2026 | Jul 08, 2026 |
| Fortis Capital Management LLC | History | New | 10,423 | 143 | 0.02% | — | 492 | +10,423 | New | Q2 2026 | Aug 12, 2026 |
| Allen Capital Group, LLC | History | Added to | 10,404 | 143 | 0.01% | 0.01% | 491 | +396 | 3.96% | Q2 2026 | Jul 27, 2026 |
| Centiva Capital, LP | History | New | 10,345 | 142 | 0.0% | — | 494 | +10,345 | New | Q2 2026 | Aug 13, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 10,349 | 142 | 0.06% | 0.07% | 493 | -872 | -7.77% | Q2 2026 | Jul 08, 2026 |
| Meridian Wealth Management, LLC | History | New | 10,283 | 141 | 0.0% | — | 497 | +10,283 | New | Q2 2026 | Aug 05, 2026 |
| 71 West Capital Partners | History | New | 10,228 | 141 | 0.0% | — | 498 | +10,228 | New | Q2 2026 | Aug 04, 2026 |
| Carrera Capital Advisors | History | Added to | 10,242 | 141 | 0.02% | 0.02% | 496 | +15 | 0.15% | Q2 2026 | Aug 03, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 10,241 | 141 | 0.0% | 0.0% | 495 | -13 | -0.13% | Q2 2026 | Jul 29, 2026 |
| Brand Asset Management Group, Inc. | History | New | 10,149 | 140 | 0.03% | — | 499 | +10,149 | New | Q2 2026 | Aug 12, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 10,000 | 138 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 11,522 | 129 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MLP3, LLC | History | No change | 11,376 | 128 | 0.14% | 0.14% | 502 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 9,259 | 127 | 0.01% | 0.01% | 503 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 10,544 | 118 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Strategic Investment Advisors / MI | History | New | 8,237 | 113 | 0.01% | — | 505 | +8,237 | New | Q2 2026 | Aug 14, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 8,067 | 111 | 0.07% | 0.06% | 506 | -268 | -3.22% | Q2 2026 | Jul 31, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 7,751 | 107 | 0.01% | 0.01% | 507 | +1,509 | 24.17% | Q2 2026 | Aug 07, 2026 |
| Horizon Investments, LLC | History | Reduced | 7,646 | 105 | 0.0% | 0.0% | 508 | -6,430 | -45.68% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 7,645 | 105 | 0.01% | 0.0% | 509 | -277 | -3.5% | Q2 2026 | Jul 10, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 7,512 | 103 | 0.06% | 0.05% | 510 | +751 | 11.11% | Q2 2026 | Aug 10, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 7,424 | 102 | 0.01% | 0.01% | 511 | +1,255 | 20.34% | Q2 2026 | Sep 04, 2026 |
| Westside Investment Management, Inc. | History | No change | 7,288 | 100 | 0.01% | 0.01% | 512 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthCollab, LLC | History | No change | 6,722 | 92 | 0.03% | 0.03% | 513 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,630 | 91 | 0.01% | 0.0% | 514 | +2,995 | 82.39% | Q2 2026 | Jul 28, 2026 |
| True Wealth Design, LLC | History | Added to | 6,115 | 84 | 0.02% | 0.02% | 515 | +238 | 4.05% | Q2 2026 | Jul 16, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,071 | 83 | 0.0% | 0.0% | 516 | -101 | -1.64% | Q2 2026 | Jul 20, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 5,875 | 81 | 0.0% | 0.0% | 517 | +5,256 | 849.11% | Q2 2026 | Aug 10, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 5,838 | 80 | 0.04% | 0.04% | 518 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 5,076 | 70 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Addison Advisors LLC | History | Reduced | 5,050 | 69 | 0.03% | 0.03% | 521 | -8,637 | -63.1% | Q2 2026 | Aug 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 5,000 | 69 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Smithfield Trust Co | History | No change | 5,000 | 68 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 4,602 | 63 | 0.02% | 0.02% | 523 | +222 | 5.07% | Q2 2026 | Jul 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 4,550 | 62 | 0.04% | 0.04% | 526 | -27 | -0.59% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 4,522 | 62 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gould Capital, LLC | History | No change | 4,521 | 62 | 0.03% | 0.03% | 525 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantum Portfolio Management LLC | History | New | 4,312 | 59 | 0.02% | — | 527 | +4,312 | New | Q2 2026 | Aug 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 3,900 | 53 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,650 | 50 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elequin Capital, LP | History | Reduced | 3,454 | 47 | 0.0% | 0.01% | 530 | -7,316 | -67.93% | Q2 2026 | Aug 13, 2026 |
| Robinswood Financial LLC | History | No change | 3,376 | 46 | 0.01% | 0.01% | 531 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 3,105 | 42 | 0.01% | 0.01% | 532 | -299 | -8.78% | Q2 2026 | Jul 29, 2026 |
| Rossby Financial, LCC | History | Added to | 3,039 | 41 | 0.01% | 0.01% | 534 | +65 | 2.19% | Q2 2026 | Aug 04, 2026 |
| Princeton Global Asset Management LLC | History | No change | 3,000 | 41 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,904 | 40 | 0.0% | 0.0% | 535 | +98 | 3.49% | Q2 2026 | Jul 27, 2026 |
| GW&K Investment Management, LLC | History | Added to | 2,889 | 40 | 0.0% | 0.0% | 537 | +9 | 0.31% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | No change | 2,912 | 40 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,861 | 39 | 0.0% | 0.0% | 538 | -1,705 | -37.34% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 2,828 | 38 | 0.0% | — | 540 | +2,828 | New | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | Added to | 2,768 | 38 | 0.01% | 0.0% | 539 | +1,802 | 186.54% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | New | 2,748 | 37 | 0.0% | — | 542 | +2,748 | New | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | Added to | 2,749 | 37 | 0.0% | 0.0% | 541 | +445 | 19.31% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | Added to | 2,556 | 35 | 0.0% | 0.0% | 543 | +21 | 0.83% | Q2 2026 | Jul 15, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 2,484 | 34 | 0.0% | — | 545 | +2,484 | New | Q2 2026 | Aug 12, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 2,471 | 34 | 0.0% | 0.0% | 544 | +1,487 | 151.12% | Q2 2026 | Jul 09, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 2,462 | 33 | 0.02% | — | 547 | +2,462 | New | Q2 2026 | Aug 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 2,447 | 33 | 0.0% | 0.0% | 546 | +475 | 24.09% | Q2 2026 | Jul 23, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 2,334 | 32 | 0.0% | 0.0% | 548 | +1,590 | 213.71% | Q2 2026 | Aug 10, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 2,348 | 32 | 0.01% | 0.01% | 549 | +40 | 1.73% | Q2 2026 | Aug 03, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 2,222 | 30 | 0.01% | 0.01% | 551 | -87 | -3.77% | Q2 2026 | Jul 30, 2026 |
| Anfield Capital Management, LLC | History | No change | 2,697 | 30 | 0.01% | 0.01% | 550 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| V-Square Quantitative Management LLC | History | New | 2,053 | 28 | 0.0% | — | 553 | +2,053 | New | Q2 2026 | Jul 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 2,063 | 28 | 0.0% | 0.0% | 552 | +91 | 4.61% | Q2 2026 | Jul 20, 2026 |
| Boreal Capital Management LLC | History | Closed out | 0 | 27 | 0.02% | 0.02% | 555 | -1 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sachetta, LLC | History | No change | 2,014 | 27 | 0.01% | 0.01% | 554 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIRST HORIZON CORP | History | New | 1,922 | 26 | 0.0% | — | 556 | +1,922 | New | Q2 2026 | Jul 20, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 1,836 | 25 | 0.01% | 0.02% | 558 | -326 | -15.08% | Q2 2026 | Jul 07, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,855 | 25 | 0.01% | 0.01% | 557 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Essential Partners LLC | History | No change | 1,771 | 24 | 0.01% | 0.01% | 559 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EFG International AG | History | Added to | 1,721 | 23 | 0.0% | 0.0% | 560 | +14 | 0.82% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,700 | 23 | 0.01% | 0.01% | 561 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,602 | 22 | 0.0% | 0.0% | 563 | +499 | 45.24% | Q2 2026 | Jul 22, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 1,647 | 22 | 0.0% | 0.0% | 562 | -63 | -3.68% | Q2 2026 | Jul 22, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 1,513 | 20 | 0.01% | — | 570 | +1,513 | New | Q2 2026 | Jul 07, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 1,465 | 20 | 0.0% | — | 569 | +1,465 | New | Q2 2026 | Aug 07, 2026 |
| LRI Investments, LLC | History | Added to | 1,461 | 20 | 0.0% | 0.0% | 568 | +259 | 21.55% | Q2 2026 | Jul 14, 2026 |
| Grove Bank & Trust | History | Added to | 1,480 | 20 | 0.0% | 0.0% | 566 | +85 | 6.09% | Q2 2026 | Jul 07, 2026 |
| Manchester Capital Management LLC | History | No change | 1,475 | 20 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 1,699 | 20 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JDM Financial Group LLC | History | No change | 1,474 | 20 | 0.01% | 0.01% | 567 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 1,397 | 19 | 0.02% | 0.01% | 573 | +593 | 73.76% | Q2 2026 | Aug 28, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,430 | 19 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Basepoint Wealth LLC | History | No change | 1,397 | 19 | 0.01% | 0.01% | 572 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,292 | 17 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,195 | 16 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 1,091 | 15 | 0.0% | 0.0% | 577 | +574 | 111.03% | Q2 2026 | Aug 06, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 1,146 | 15 | 0.0% | 0.0% | 576 | -317 | -21.67% | Q2 2026 | Aug 13, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 1,157 | 15 | 0.01% | 0.01% | 579 | +111 | 10.61% | Q2 2026 | Aug 26, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 1,108 | 15 | 0.0% | 0.0% | 578 | +108 | 10.8% | Q2 2026 | Jul 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 1,043 | 14 | 0.0% | 0.01% | 580 | -2,900 | -73.55% | Q2 2026 | Jul 29, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 1,067 | 14 | 0.0% | 0.0% | 583 | +242 | 29.33% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,078 | 14 | 0.0% | 0.0% | 582 | +85 | 8.56% | Q2 2026 | Aug 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,058 | 14 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 952 | 13 | 0.0% | 0.0% | 584 | -365 | -27.71% | Q2 2026 | Sep 02, 2026 |
| JPL Wealth Management, LLC | History | Added to | 968 | 13 | 0.0% | 0.0% | 589 | +339 | 53.9% | Q2 2026 | Aug 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 952 | 13 | 0.0% | 0.0% | 585 | +276 | 40.83% | Q2 2026 | Jul 21, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 971 | 13 | 0.0% | 0.0% | 586 | +52 | 5.66% | Q2 2026 | Aug 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 960 | 13 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 1,000 | 13 | 0.01% | 0.01% | 588 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | Added to | 879 | 12 | 0.0% | 0.0% | 592 | +377 | 75.1% | Q2 2026 | Jul 20, 2026 |
| Stone House Investment Management, LLC | History | Added to | 872 | 12 | 0.0% | 0.0% | 591 | +63 | 7.79% | Q2 2026 | Aug 05, 2026 |
| Colonial Trust Advisors | History | No change | 934 | 12 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valued Wealth Advisors LLC | History | No change | 925 | 12 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 821 | 11 | 0.0% | 0.0% | 594 | -344 | -29.53% | Q2 2026 | Aug 06, 2026 |
| Cape Investment Advisory, Inc. | History | New | 764 | 10 | 0.0% | — | 596 | +764 | New | Q2 2026 | Jul 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 757 | 10 | 0.0% | 0.0% | 595 | +190 | 33.51% | Q2 2026 | Aug 10, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 675 | 9 | 0.0% | 0.0% | 602 | +452 | 202.69% | Q2 2026 | Jul 30, 2026 |
| Asset Dedication, LLC | History | Added to | 696 | 9 | 0.0% | 0.0% | 599 | +245 | 54.32% | Q2 2026 | Jul 30, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 721 | 9 | 0.0% | 0.0% | 597 | +162 | 28.98% | Q2 2026 | Jul 21, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 705 | 9 | 0.0% | 0.0% | 601 | +48 | 7.31% | Q2 2026 | Jul 27, 2026 |
| PROFFITT & GOODSON INC | History | No change | 716 | 9 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JNBA Financial Advisors | History | No change | 703 | 9 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Independence Bank of Kentucky | History | No change | 674 | 9 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HM PAYSON & CO | History | No change | 600 | 8 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CX Institutional | History | No change | 612 | 8 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Main Street Group, LTD | History | No change | 633 | 8 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Winch Advisory Services, LLC | History | New | 541 | 7 | 0.0% | — | 612 | +541 | New | Q2 2026 | Aug 06, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | New | 532 | 7 | 0.0% | — | 610 | +532 | New | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | New | 523 | 7 | 0.0% | — | 613 | +523 | New | Q2 2026 | Aug 07, 2026 |
| MOTCO | History | New | 518 | 7 | 0.0% | — | 611 | +518 | New | Q2 2026 | Jul 31, 2026 |
| Nemes Rush Group LLC | History | No change | 572 | 7 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 537 | 7 | 0.01% | 0.0% | 608 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Paladin Partners, LLC | History | No change | 510 | 7 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 444 | 6 | 0.0% | 0.01% | 616 | -2,004 | -81.86% | Q2 2026 | Jul 27, 2026 |
| Synergy Investment Management, LLC | History | New | 457 | 6 | 0.0% | — | 618 | +457 | New | Q2 2026 | Aug 14, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 486 | 6 | 0.05% | 0.05% | 617 | -181 | -27.14% | Q2 2026 | Jul 31, 2026 |
| North Star Investment Management Corp. | History | No change | 484 | 6 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 459 | 6 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Allied Private Wealth LLC | History | New | 374 | 5 | 0.0% | — | 627 | +374 | New | Q2 2026 | Jul 09, 2026 |
| CENTRAL TRUST Co | History | Added to | 431 | 5 | 0.0% | 0.0% | 619 | +224 | 108.21% | Q2 2026 | Jul 31, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 380 | 5 | 0.0% | 0.0% | 620 | -62 | -14.03% | Q2 2026 | Jul 14, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 425 | 5 | 0.0% | 0.0% | 623 | -60 | -12.37% | Q2 2026 | Aug 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 366 | 5 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Heritage Wealth Advisors | History | No change | 400 | 5 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arlington Trust Co LLC | History | No change | 363 | 5 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Burk Holdings LLC | History | No change | 386 | 5 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bravera Wealth | History | No change | 392 | 5 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Markowski Investments | History | New | 345 | 4 | 0.0% | — | 632 | +345 | New | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 341 | 4 | 0.0% | — | 631 | +341 | New | Q2 2026 | Aug 11, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 333 | 4 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dunhill Financial, LLC | History | No change | 299 | 4 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 318 | 4 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Highland Investment Advisors LLC | History | New | 268 | 3 | 0.0% | — | 642 | +268 | New | Q2 2026 | Aug 13, 2026 |
| Crewe Advisors LLC | History | New | 259 | 3 | 0.0% | — | 640 | +259 | New | Q2 2026 | Jul 23, 2026 |
| Trifecta Capital Advisors, LLC | History | New | 235 | 3 | 0.0% | — | 641 | +235 | New | Q2 2026 | Aug 03, 2026 |
| DEUTSCHE BANK AG\ | History | New | 221 | 3 | 0.0% | — | 639 | +221 | New | Q2 2026 | Aug 07, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 238 | 3 | 0.0% | 0.0% | 635 | +87 | 57.62% | Q2 2026 | Jul 29, 2026 |
| American Capital Advisory, LLC | History | Added to | 284 | 3 | 0.0% | 0.0% | 636 | +78 | 37.86% | Q2 2026 | Jul 28, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 243 | 3 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 281 | 3 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 226 | 3 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MidFirst Bank | History | No change | 256 | 3 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caldwell Trust Co | History | New | 187 | 2 | 0.0% | — | 650 | +187 | New | Q2 2026 | Aug 03, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 184 | 2 | 0.0% | — | 649 | +184 | New | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | Added to | 167 | 2 | 0.0% | — | 644 | +136 | 438.71% | Q2 2026 | Jul 24, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | New | 131 | 2 | 0.0% | — | 648 | +131 | New | Q2 2026 | Aug 18, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 165 | 2 | 0.0% | 0.0% | 647 | +1 | 0.61% | Q2 2026 | Aug 07, 2026 |
| ST GERMAIN D J CO INC | History | No change | 158 | 2 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lodestone Wealth Management LLC | History | No change | 178 | 2 | 0.0% | 0.0% | 645 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 200 | 2 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 95 | 1 | 0.0% | 0.0% | 652 | -205 | -68.33% | Q2 2026 | Jul 20, 2026 |
| Monetary Solutions, Ltd | History | New | 128 | 1 | 0.0% | — | 666 | +128 | New | Q2 2026 | Jul 23, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | New | 127 | 1 | 0.0% | — | 660 | +127 | New | Q2 2026 | Aug 04, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 127 | 1 | 0.0% | — | 662 | +127 | New | Q2 2026 | Aug 07, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 105 | 1 | 0.0% | — | 661 | +105 | New | Q2 2026 | Aug 04, 2026 |
| Mosley Wealth Management | History | New | 101 | 1 | 0.0% | — | 665 | +101 | New | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | New | 94 | 1 | 0.0% | — | 663 | +94 | New | Q2 2026 | Jul 06, 2026 |
| Decker Retirement Planning Inc. | History | New | 93 | 1 | 0.0% | — | 664 | +93 | New | Q2 2026 | Jul 16, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 120 | 1 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 130 | 1 | 0.0% | 0.0% | 653 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TD Capital Management LLC | History | No change | 107 | 1 | 0.0% | 0.0% | 654 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trust Co | History | No change | 98 | 1 | 0.0% | 0.0% | 655 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 83 | 1 | 0.0% | — | 656 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 657 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WPG Advisers, LLC | History | No change | 105 | 1 | 0.0% | 0.0% | 658 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 120 | 1 | 0.0% | 0.0% | 659 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.02% | — | -700,699 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Compass Rose Asset Management, LP | History | Closed out | 0 | 0 | — | 0.54% | — | -635,000 | -100.0% | Q2 2026 | Aug 12, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -531,570 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -450,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SAMLYN CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -448,813 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -352,661 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Myriad Asset Management Advisors LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -179,100 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -170,386 | -100.0% | Q2 2026 | Jul 09, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75,312 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.06% | — | -71,100 | -100.0% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -55,889 | -100.0% | Q2 2026 | Aug 13, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -38,830 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -34,589 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Myriad Asset Management US LP | History | Closed out | 0 | 0 | — | 0.51% | — | -30,208 | -100.0% | Q2 2026 | Jul 20, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,855 | -100.0% | Q2 2026 | Aug 07, 2026 |
| a16z Perennial Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -23,859 | -100.0% | Q2 2026 | Jul 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -23,785 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Sonoma Allocations LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -23,591 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -20,166 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,362 | -100.0% | Q2 2026 | Aug 07, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,740 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -16,067 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,008 | -100.0% | Q2 2026 | Aug 12, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 1.52% | — | -13,320 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,901 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Kingsman Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -12,700 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,455 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Scissortail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,000 | -100.0% | Q2 2026 | Aug 05, 2026 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,548 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Petros Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -11,540 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Independent Wealth Network Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -11,287 | -100.0% | Q2 2026 | Jul 20, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,197 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -11,191 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -10,954 | -100.0% | Q2 2026 | Jul 15, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -10,562 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Dempze Nancy E | History | Closed out | 0 | 0 | — | 0.06% | — | -10,434 | -100.0% | Q2 2026 | Aug 12, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,183 | -100.0% | Q2 2026 | Aug 13, 2026 |
| EWA, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,014 | -100.0% | Q2 2026 | Jul 14, 2026 |
| One68 Global Capital, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -10,000 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,729 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,910 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,247 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,128 | -100.0% | Q2 2026 | Aug 26, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,068 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,564 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Goodman Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,291 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,200 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Jul 23, 2026 |
| True Link Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 51 | 0 | — | 0.0% | — | -794 | -93.96% | Q2 2026 | Aug 11, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -624 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -601 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Intentional Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -555 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Richardson Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -427 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Napier Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -251 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Silicon Valley Capital Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q2 2026 | Sep 21, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Noble Wealth Management PBC | History | New | 52 | 0 | — | — | — | +52 | New | Q2 2026 | Jul 01, 2026 |
| Walsh & Associates, LLC | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q2 2026 | Jul 21, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 48 | 0 | — | — | — | +24 | 100.0% | Q2 2026 | Aug 06, 2026 |
| Security National Bank | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Jul 15, 2026 |
| West Branch Capital LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| High Note Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Wealth Management Group, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Graney & King, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BAYBAN | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |