Shell plc - SHEL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Reduced | 97,617,838 | 9,078,458 | 0.48% | 0.37% | 1 | -793,442 | -0.81% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 27,474,710 | 2,555,148 | 0.87% | 0.68% | 2 | +331,925 | 1.22% | Q1 2026 | May 05, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 24,690,100 | 2,296,179 | 0.48% | 0.37% | 3 | +999,345 | 4.22% | Q1 2026 | May 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 10,568,968 | 982,915 | 0.11% | 0.07% | 4 | +2,037,099 | 23.88% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 9,673,916 | 899,674 | 0.05% | 0.04% | 5 | +124,893 | 1.31% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 7,562,727 | 703,333 | 0.05% | 0.04% | 6 | -268,217 | -3.43% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 7,322,962 | 681,035 | 0.17% | 0.11% | 7 | +946,658 | 14.85% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 7,196,400 | 669,265 | 0.36% | — | 8 | +7,196,400 | New | Q1 2026 | May 14, 2026 |
| Mawer Investment Management Ltd. | History | Reduced | 7,120,336 | 662,191 | 4.29% | 3.32% | 9 | -954,753 | -11.82% | Q1 2026 | May 06, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 6,363,355 | 591,792 | 0.11% | 0.09% | 10 | -302,354 | -4.54% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 6,146,649 | 571,638 | 1.76% | 1.39% | 11 | -169,958 | -2.69% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 5,838,251 | 542,957 | 0.09% | 0.03% | 12 | +2,902,544 | 98.87% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,537,586 | 514,995 | 0.06% | 0.05% | 13 | -287,344 | -4.93% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 5,379,041 | 500,250 | 0.01% | 0.01% | 14 | -2,146,105 | -28.52% | Q1 2026 | May 13, 2026 |
| EAGLE CAPITAL MANAGEMENT LLC | History | Reduced | 5,308,706 | 493,709 | 1.66% | 1.78% | 15 | -2,468,889 | -31.74% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Added to | 4,916,707 | 457,253 | 0.16% | 0.12% | 16 | +644,343 | 15.08% | Q1 2026 | May 15, 2026 |
| WGI DM, LLC | History | Reduced | 4,247,478 | 395,015 | 39.52% | 24.45% | 17 | -205,824 | -4.62% | Q1 2026 | May 14, 2026 |
| Orbis Allan Gray Ltd | History | Added to | 4,113,710 | 382,575 | 1.61% | 0.45% | 18 | +2,637,355 | 178.64% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,044,080 | 376,099 | 0.07% | 0.05% | 19 | +159,012 | 4.09% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,862,524 | 359,214 | 0.13% | 0.05% | 20 | +1,985,548 | 105.78% | Q1 2026 | May 13, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 3,444,210 | 320,311 | 0.22% | 0.16% | 21 | -171,010 | -4.73% | Q1 2026 | May 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 3,323,896 | 309,122 | 0.04% | 0.03% | 22 | +55,405 | 1.7% | Q1 2026 | May 14, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 3,196,449 | 297,269 | 0.97% | 0.72% | 23 | -80,879 | -2.47% | Q1 2026 | Apr 24, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 2,983,597 | 277,474 | 0.17% | 0.28% | 24 | -3,979,334 | -57.15% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 2,884,339 | 268,243 | 0.17% | 0.07% | 25 | +1,161,435 | 67.41% | Q1 2026 | May 15, 2026 |
| HARDING LOEVNER LP | History | Reduced | 2,865,428 | 266,406 | 2.74% | 1.96% | 26 | -163,936 | -5.41% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,817,779 | 262,053 | 0.46% | 0.37% | 27 | +42,880 | 1.55% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 2,754,179 | 256,138 | 0.04% | 0.03% | 28 | +484,776 | 21.36% | Q1 2026 | May 05, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 2,752,755 | 256,008 | 1.81% | 1.46% | 29 | +135,338 | 5.17% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,581,408 | 240,070 | 0.03% | 0.02% | 30 | +379,912 | 17.26% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,495,819 | 232,111 | 0.04% | 0.03% | 31 | +263,672 | 11.81% | Q1 2026 | May 11, 2026 |
| Standard Investments LLC | History | Reduced | 2,450,000 | 227,850 | 12.46% | 12.34% | 32 | -914,000 | -27.17% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,392,174 | 221,850 | 0.01% | 0.01% | 33 | +765,847 | 47.09% | Q1 2026 | May 13, 2026 |
| PEAK6 LLC | History | Added to | 2,251,500 | 209,389 | 0.49% | 0.03% | 34 | +2,022,100 | 881.47% | Q1 2026 | May 13, 2026 |
| MILFORD FUNDS LTD | History | Added to | 2,209,496 | 205,483 | 4.31% | 1.4% | 35 | +1,239,193 | 127.71% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,180,821 | 202,816 | 0.05% | 0.04% | 36 | +188,962 | 9.49% | Q1 2026 | May 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,945,166 | 180,900 | 0.09% | 0.06% | 37 | +380,935 | 24.35% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,870,650 | 173,971 | 0.16% | 0.12% | 38 | +9,619 | 0.52% | Q1 2026 | May 12, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 1,858,028 | 172,796 | 0.14% | 0.11% | 39 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,711,045 | 159,124 | 0.05% | 0.04% | 40 | +33,309 | 1.99% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,710,771 | 159,101 | 0.02% | 0.02% | 41 | -393,527 | -18.7% | Q1 2026 | May 12, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 1,669,740 | 155,285 | 0.45% | 0.33% | 42 | -13,767 | -0.82% | Q1 2026 | May 15, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 1,610,398 | 149,767 | 2.24% | 1.96% | 43 | -5,728 | -0.35% | Q1 2026 | Apr 29, 2026 |
| Tidal Investments LLC | History | Added to | 1,542,364 | 143,162 | 0.3% | 0.05% | 44 | +1,243,345 | 415.81% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,476,253 | 137,413 | 0.18% | — | 45 | +1,476,253 | New | Q1 2026 | May 12, 2026 |
| Nuveen, LLC | History | Reduced | 1,447,942 | 134,658 | 0.04% | 0.05% | 46 | -1,142,792 | -44.11% | Q1 2026 | Apr 30, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 1,431,231 | 133,104 | 0.31% | 0.48% | 47 | -1,058,416 | -42.51% | Q1 2026 | May 11, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 1,343,300 | 124,926 | 0.24% | 0.15% | 48 | +141,800 | 11.8% | Q1 2026 | May 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 1,266,971 | 117,828 | 0.14% | 0.11% | 49 | +63,518 | 5.28% | Q1 2026 | May 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 1,182,695 | 109,990 | 0.79% | 0.61% | 50 | -16,959 | -1.41% | Q1 2026 | May 15, 2026 |
| Empyrean Capital Partners, LP | History | Reduced | 1,141,700 | 106,178 | 3.46% | 4.35% | 51 | -558,300 | -32.84% | Q1 2026 | May 15, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 1,112,851 | 103,495 | 0.34% | 0.42% | 52 | -733,330 | -39.72% | Q1 2026 | May 14, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 1,074,823 | 99,958 | 1.96% | 1.59% | 53 | +6,211 | 0.58% | Q1 2026 | May 04, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 1,057,021 | 98,302 | 0.17% | 0.11% | 54 | +183,449 | 21.0% | Q1 2026 | May 14, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Added to | 1,036,000 | 96,348 | 1.89% | 1.38% | 55 | +75,143 | 7.82% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 906,454 | 84,300 | 0.02% | 0.02% | 56 | +63,873 | 7.58% | Q1 2026 | May 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 886,141 | 82,411 | 0.14% | 0.01% | 57 | +801,361 | 945.22% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 872,376 | 81,131 | 0.11% | 0.15% | 58 | -531,980 | -37.88% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,066,794 | 78,388 | 0.13% | 0.13% | 59 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 840,678 | 78,183 | 0.09% | 0.05% | 60 | +153,442 | 22.33% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Added to | 835,508 | 77,703 | 0.08% | 0.06% | 61 | +64,434 | 8.36% | Q1 2026 | May 11, 2026 |
| IMC-Chicago, LLC | History | Added to | 831,300 | 77,310 | 0.03% | 0.02% | 62 | +26,300 | 3.27% | Q1 2026 | May 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 822,970 | 76,536 | 0.11% | 0.08% | 63 | -22,678 | -2.68% | Q1 2026 | May 06, 2026 |
| Walleye Trading LLC | History | Added to | 811,200 | 75,441 | 0.13% | 0.08% | 64 | +38,300 | 4.96% | Q1 2026 | May 08, 2026 |
| MARSHALL WACE, LLP | History | New | 769,779 | 71,589 | 0.07% | — | 65 | +769,779 | New | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 764,005 | 71,052 | 0.03% | 0.01% | 66 | +382,036 | 100.02% | Q1 2026 | May 11, 2026 |
| Energy Income Partners, LLC | History | Reduced | 742,055 | 69,011 | 1.11% | 1.33% | 67 | -256,688 | -25.7% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 740,701 | 68,885 | 0.08% | 0.01% | 68 | +635,620 | 604.89% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 740,238 | 68,842 | 0.04% | 0.03% | 69 | -47,209 | -6.0% | Q1 2026 | May 08, 2026 |
| Capital Research Global Investors | History | Reduced | 739,485 | 68,772 | 0.01% | 0.01% | 70 | -34,426 | -4.45% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 738,442 | 68,069 | 0.03% | 0.01% | 71 | +518,778 | 236.17% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 702,086 | 65,294 | 0.07% | 0.06% | 72 | +9,864 | 1.42% | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 888,538 | 65,289 | 0.02% | 0.02% | 73 | +79,280 | 9.8% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 691,916 | 64,348 | 0.01% | 0.01% | 74 | -35,649 | -4.9% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 687,600 | 63,946 | 0.04% | 0.03% | 75 | +40,800 | 6.31% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 683,912 | 63,373 | 0.01% | 0.01% | 76 | +248,544 | 57.09% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 670,690 | 62,374 | 0.48% | 0.34% | 77 | +51,000 | 8.23% | Q1 2026 | May 04, 2026 |
| American Assets Investment Management, LLC | History | No change | 651,000 | 60,543 | 4.11% | 3.3% | 78 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 781,017 | 57,389 | 0.38% | 0.38% | 79 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Neuberger Berman Group LLC | History | Added to | 605,646 | 56,307 | 0.04% | 0.02% | 80 | +233,554 | 62.77% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 589,505 | 54,823 | 0.01% | 0.01% | 81 | +17,351 | 3.03% | Q1 2026 | May 05, 2026 |
| Clark Capital Management Group, Inc. | History | New | 574,262 | 53,406 | 0.33% | — | 82 | +574,262 | New | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 562,073 | 52,272 | 0.1% | 0.01% | 83 | +477,221 | 562.42% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Added to | 529,029 | 49,199 | 0.32% | 0.15% | 84 | +8,082 | 1.55% | Q1 2026 | May 15, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 526,094 | 48,926 | 0.13% | 0.09% | 85 | -2,120 | -0.4% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 521,338 | 48,484 | 0.03% | 0.03% | 86 | -116,061 | -18.21% | Q1 2026 | May 13, 2026 |
| PENN DAVIS MCFARLAND INC | History | Reduced | 497,080 | 46,228 | 4.52% | 3.53% | 87 | -4,578 | -0.91% | Q1 2026 | Apr 21, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 488,940 | 45,471 | 0.02% | 0.01% | 88 | +40,645 | 9.07% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 480,000 | 44,640 | 0.07% | 0.05% | 89 | +25,000 | 5.49% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 460,697 | 42,844 | 0.11% | 0.08% | 90 | +117,687 | 34.31% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 459,060 | 42,692 | 0.01% | 0.0% | 91 | +75,705 | 19.75% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 455,612 | 42,372 | 0.03% | 0.02% | 92 | +32,780 | 7.75% | Q1 2026 | May 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 445,601 | 41,441 | 0.03% | 0.06% | 93 | -508,213 | -53.28% | Q1 2026 | May 15, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 432,646 | 40,236 | 0.52% | 0.37% | 94 | +13,299 | 3.17% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 431,707 | 40,148 | 0.06% | 0.04% | 95 | +16,517 | 3.98% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 430,132 | 40,004 | 0.04% | 0.03% | 96 | +85,365 | 24.76% | Q1 2026 | May 13, 2026 |
| CANTOR FITZGERALD, L. P. | History | New | 421,562 | 39,817 | 0.59% | — | 97 | +421,562 | New | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 422,877 | 39,327 | 0.18% | 0.02% | 98 | +339,877 | 409.49% | Q1 2026 | May 14, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 417,809 | 38,856 | 0.84% | 0.64% | 99 | +1,532 | 0.37% | Q1 2026 | Apr 30, 2026 |
| Yaupon Capital Management LP | History | Reduced | 411,760 | 38,293 | 1.2% | 1.78% | 100 | -256,976 | -38.43% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 404,175 | 37,588 | 0.25% | 0.22% | 101 | -28,325 | -6.55% | Q1 2026 | May 14, 2026 |
| ABC ARBITRAGE SA | History | Added to | 398,523 | 37,062 | 4.92% | 2.21% | 102 | +76,702 | 23.83% | Q1 2026 | May 04, 2026 |
| LMR Partners LLP | History | Added to | 396,030 | 36,830 | 0.08% | 0.0% | 103 | +367,630 | 1294.47% | Q1 2026 | May 15, 2026 |
| Turas Capital Management LP | History | New | 383,300 | 35,646 | 9.1% | — | 104 | +383,300 | New | Q1 2026 | May 15, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 376,963 | 35,057 | 0.29% | 0.35% | 105 | -205,969 | -35.33% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 357,388 | 33,237 | 0.04% | 0.03% | 106 | +15,467 | 4.52% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 356,903 | 33,191 | 0.04% | 0.03% | 107 | +9,917 | 2.86% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 352,405 | 32,773 | 0.05% | 0.04% | 108 | +6,831 | 1.98% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 356,929 | 32,705 | 0.05% | 0.04% | 109 | -35,279 | -8.99% | Q1 2026 | May 15, 2026 |
| CSM Advisors, LLC | History | Reduced | 349,210 | 32,475 | 0.8% | 0.81% | 110 | -54,932 | -13.59% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 345,902 | 32,168 | 0.02% | 0.02% | 111 | +15,632 | 4.73% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 343,090 | 31,907 | 0.05% | 0.04% | 112 | +48,730 | 16.55% | Q1 2026 | May 15, 2026 |
| Hikari Power Ltd | History | No change | 341,900 | 31,797 | 2.77% | 1.98% | 113 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Reduced | 340,514 | 31,665 | 0.04% | 0.03% | 114 | -6,108 | -1.76% | Q1 2026 | May 13, 2026 |
| GUARDIAN CAPITAL LP | History | Added to | 337,067 | 31,347 | 0.83% | 0.71% | 115 | +11,937 | 3.67% | Q1 2026 | May 15, 2026 |
| Thomasville National Bank | History | No change | 417,243 | 30,659 | 1.9% | 1.9% | 116 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Harvest Portfolios Group Inc. | History | Added to | 325,834 | 30,302 | 0.5% | 0.4% | 117 | +14,611 | 4.69% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Added to | 324,000 | 30,132 | 0.13% | 0.02% | 118 | +232,562 | 254.34% | Q1 2026 | May 13, 2026 |
| TruWealth Advisors, LLC | History | Added to | 322,819 | 30,022 | 1.44% | 1.16% | 119 | +243 | 0.08% | Q1 2026 | Apr 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 316,050 | 29,392 | 0.15% | 0.12% | 120 | +10,656 | 3.49% | Q1 2026 | May 13, 2026 |
| Bridgewater Associates, LP | History | Reduced | 312,157 | 29,030 | 0.13% | 0.27% | 121 | -691,420 | -68.9% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 305,700 | 28,430 | 0.02% | 0.0% | 122 | +288,400 | 1667.05% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 304,822 | 28,348 | 0.03% | 0.02% | 123 | +22,534 | 7.98% | Q1 2026 | May 05, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 299,034 | 27,810 | 0.29% | 0.39% | 124 | -181,313 | -37.75% | Q1 2026 | May 15, 2026 |
| Willis Investment Counsel | History | Added to | 277,520 | 25,809 | 1.41% | 1.05% | 125 | +798 | 0.29% | Q1 2026 | May 05, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 265,162 | 24,660 | 1.44% | 1.2% | 126 | +493 | 0.19% | Q1 2026 | Apr 23, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 262,025 | 24,368 | 0.69% | 0.56% | 127 | +652 | 0.25% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 261,425 | 24,312 | 0.03% | 0.02% | 128 | +15,006 | 6.09% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 258,979 | 24,085 | 0.18% | 0.15% | 129 | -5,455 | -2.06% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 251,055 | 23,348 | 0.61% | 0.08% | 130 | +207,842 | 480.97% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Added to | 245,707 | 22,850 | 0.59% | 0.49% | 131 | +776 | 0.32% | Q1 2026 | May 12, 2026 |
| GRANDFIELD & DODD, LLC | History | Reduced | 244,719 | 22,758 | 1.28% | 1.03% | 132 | -1,895 | -0.77% | Q1 2026 | May 07, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 238,420 | 22,173 | 0.32% | 0.25% | 133 | -14,225 | -5.63% | Q1 2026 | Apr 15, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Reduced | 233,601 | 21,724 | 0.95% | 0.74% | 134 | -4,710 | -1.98% | Q1 2026 | May 08, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Reduced | 232,742 | 21,645 | 0.85% | 0.65% | 135 | -1,910 | -0.81% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 223,539 | 20,787 | 0.11% | 0.09% | 136 | -7,515 | -3.25% | Q1 2026 | Apr 15, 2026 |
| Northwest & Ethical Investments L.P. | History | Added to | 218,290 | 20,300 | 0.47% | 0.34% | 137 | +12,684 | 6.17% | Q1 2026 | May 13, 2026 |
| Aventail Capital Group, LP | History | Added to | 213,033 | 19,812 | 0.95% | 0.7% | 138 | +46,549 | 27.96% | Q1 2026 | May 15, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 212,953 | 19,803 | 0.3% | 0.24% | 139 | -19,507 | -8.39% | Q1 2026 | Apr 08, 2026 |
| COMMERCE BANK | History | Added to | 212,562 | 19,768 | 0.1% | 0.02% | 140 | +169,721 | 396.16% | Q1 2026 | May 11, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 211,587 | 19,677 | 2.02% | 1.55% | 141 | +2,944 | 1.41% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 209,822 | 19,513 | 0.24% | 0.13% | 142 | +56,003 | 36.41% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 201,048 | 18,697 | 0.19% | 0.14% | 143 | +24,724 | 14.02% | Q1 2026 | Apr 27, 2026 |
| Allied Investment Advisors, LLC | History | Added to | 200,189 | 18,617 | 2.67% | 2.23% | 144 | +3,737 | 1.9% | Q1 2026 | Apr 27, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 199,857 | 18,586 | 0.01% | 0.0% | 145 | +145,276 | 266.17% | Q1 2026 | May 06, 2026 |
| Quadrature Capital Ltd | History | Added to | 199,250 | 18,530 | 0.22% | 0.05% | 146 | +134,515 | 207.79% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Reduced | 199,016 | 18,508 | 0.2% | 0.16% | 147 | -3,447 | -1.7% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Reduced | 198,480 | 18,458 | 0.06% | 0.05% | 148 | -3,438 | -1.7% | Q1 2026 | May 12, 2026 |
| 1832 Asset Management L.P. | History | Added to | 198,239 | 18,436 | 0.02% | 0.01% | 149 | +30,393 | 18.11% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 189,372 | 17,609 | 0.02% | 0.01% | 150 | +8,649 | 4.79% | Q1 2026 | May 14, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 189,292 | 17,604 | 0.52% | 0.43% | 151 | -13,989 | -6.88% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Reduced | 187,300 | 17,388 | 0.02% | 0.02% | 152 | -35,986 | -16.12% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 184,454 | 17,154 | 0.03% | 0.03% | 153 | +3,824 | 2.12% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 182,712 | 16,992 | 0.09% | 0.07% | 154 | +13,459 | 7.95% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 177,351 | 16,493 | 0.02% | 0.02% | 155 | -569,988 | -76.27% | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 175,044 | 16,279 | 0.24% | 0.36% | 156 | -165,058 | -48.53% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 173,322 | 16,118 | 0.02% | 0.02% | 157 | +17,383 | 11.15% | Q1 2026 | Apr 27, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 173,203 | 16,107 | 1.2% | 0.99% | 158 | -9,990 | -5.45% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 168,008 | 15,624 | 0.17% | 0.12% | 159 | +48,460 | 40.54% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 167,811 | 15,606 | 0.01% | 0.0% | 160 | +79,658 | 90.36% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 210,700 | 15,482 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 164,042 | 15,255 | 0.33% | 0.32% | 162 | -30,521 | -15.69% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Added to | 163,812 | 15,234 | 0.48% | 0.33% | 163 | +65,599 | 66.79% | Q1 2026 | Apr 29, 2026 |
| Eldred Rock Partners, LLC | History | Reduced | 163,522 | 15,207 | 3.87% | 3.15% | 164 | -1,525 | -0.92% | Q1 2026 | Apr 08, 2026 |
| SG Americas Securities, LLC | History | Reduced | 194,803 | 15,077 | 0.02% | 0.03% | 165 | -855,113 | -81.45% | Q1 2026 | Apr 16, 2026 |
| Trek Financial, LLC | History | Added to | 162,042 | 15,069 | 0.8% | 0.02% | 166 | +157,134 | 3201.59% | Q1 2026 | May 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 161,817 | 15,048 | 0.86% | — | 167 | +161,817 | New | Q1 2026 | May 15, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 161,017 | 14,974 | 1.39% | 1.1% | 168 | +7,490 | 4.88% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 160,166 | 14,895 | 0.0% | 0.0% | 169 | +132,856 | 486.47% | Q1 2026 | May 13, 2026 |
| VIKING FUND MANAGEMENT LLC | History | New | 160,000 | 14,880 | 1.53% | — | 170 | +160,000 | New | Q1 2026 | Apr 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 159,264 | 14,811 | 0.05% | — | 171 | +159,264 | New | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 158,034 | 14,692 | 0.01% | 0.0% | 172 | +141,376 | 848.7% | Q1 2026 | Apr 30, 2026 |
| Cohen Klingenstein LLC | History | No change | 157,098 | 14,610 | 0.47% | 0.35% | 173 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 156,690 | 14,572 | 1.15% | 0.9% | 174 | -811 | -0.51% | Q1 2026 | May 13, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 155,348 | 14,447 | 0.88% | 0.69% | 175 | -1,385 | -0.88% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 153,945 | 14,316 | 0.09% | 0.07% | 176 | -5,308 | -3.33% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 153,313 | 14,261 | 0.02% | 0.02% | 177 | -12,212 | -7.38% | Q1 2026 | May 15, 2026 |
| WOODSTOCK CORP | History | Added to | 152,733 | 14,204 | 1.26% | 0.92% | 178 | +7,050 | 4.84% | Q1 2026 | Apr 08, 2026 |
| Capital International Investors | History | New | 152,998 | 14,189 | 0.0% | — | 179 | +152,998 | New | Q1 2026 | May 13, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 157,670 | 13,979 | 0.04% | 0.03% | 180 | -50,149 | -24.13% | Q1 2026 | May 15, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 149,243 | 13,879 | 0.26% | 0.2% | 181 | -308 | -0.21% | Q1 2026 | Apr 13, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 146,808 | 13,653 | 1.09% | 0.54% | 182 | +49,273 | 50.52% | Q1 2026 | Apr 27, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 143,860 | 13,378 | 0.2% | 0.17% | 183 | -18,060 | -11.15% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 142,423 | 13,004 | 0.03% | 0.03% | 184 | -177,700 | -55.51% | Q1 2026 | Apr 08, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 138,866 | 12,914 | 0.15% | 0.14% | 185 | -19,256 | -12.18% | Q1 2026 | Apr 23, 2026 |
| Pathstone Holdings, LLC | History | Added to | 138,280 | 12,860 | 0.05% | 0.04% | 186 | +3,558 | 2.64% | Q1 2026 | May 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 137,720 | 12,807 | 0.13% | 0.1% | 187 | -2,500 | -1.78% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 137,366 | 12,775 | 0.03% | 0.02% | 188 | +16,561 | 13.71% | Q1 2026 | Apr 30, 2026 |
| Prospera Financial Services Inc | History | Reduced | 137,297 | 12,770 | 0.21% | 0.18% | 189 | -10,799 | -7.29% | Q1 2026 | Apr 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 137,089 | 12,749 | 0.04% | 0.03% | 190 | -7,906 | -5.45% | Q1 2026 | May 04, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 135,562 | 12,607 | 0.02% | 0.02% | 191 | -4,837 | -3.45% | Q1 2026 | May 15, 2026 |
| FineMark National Bank & Trust | History | No change | 170,993 | 12,564 | 0.39% | 0.39% | 192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 134,925 | 12,548 | 0.4% | 0.31% | 193 | +3,545 | 2.7% | Q1 2026 | May 15, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 161,659 | 12,485 | 1.24% | 1.29% | 194 | -1,117 | -0.69% | Q1 2026 | May 06, 2026 |
| DV EQUITIES, LLC | History | No change | 168,104 | 12,352 | 2.22% | 2.22% | 195 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | Added to | 131,391 | 12,219 | 0.28% | 0.21% | 196 | +733 | 0.56% | Q1 2026 | May 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 129,867 | 12,077 | 0.17% | 0.15% | 197 | -27,944 | -17.71% | Q1 2026 | Apr 30, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 128,182 | 11,921 | 0.24% | 0.19% | 198 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 125,062 | 11,601 | 0.36% | 0.35% | 199 | -32,851 | -20.8% | Q1 2026 | May 11, 2026 |
| Huber Capital Management LLC | History | Reduced | 117,330 | 10,911 | 1.69% | 1.9% | 200 | -58,000 | -33.08% | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 117,038 | 10,766 | 0.03% | 0.04% | 201 | +35,896 | 44.24% | Q1 2026 | May 12, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Added to | 113,874 | 10,590 | 0.11% | 0.1% | 202 | +5,053 | 4.64% | Q1 2026 | May 12, 2026 |
| Shelter Mutual Insurance Co | History | No change | 113,750 | 10,578 | 2.35% | 1.86% | 203 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 111,663 | 10,384 | 0.02% | 0.01% | 204 | -3,205 | -2.79% | Q1 2026 | May 11, 2026 |
| Curi Capital, LLC | History | Reduced | 111,489 | 10,368 | 0.18% | 0.16% | 205 | -15,405 | -12.14% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 111,201 | 10,342 | 0.16% | 0.09% | 206 | +28,363 | 34.24% | Q1 2026 | May 01, 2026 |
| Cutler Capital Management, LLC | History | Reduced | 110,701 | 10,295 | 2.78% | 2.38% | 207 | -625 | -0.56% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 110,524 | 10,278 | 0.01% | 0.01% | 208 | -8,403 | -7.07% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 110,482 | 10,275 | 0.04% | 0.03% | 209 | +3,565 | 3.33% | Q1 2026 | Apr 30, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 137,697 | 10,117 | 0.05% | 0.05% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Covalis Capital LLP | History | New | 106,629 | 9,916 | 0.61% | — | 211 | +106,629 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 106,179 | 9,874 | 0.0% | 0.0% | 212 | +103,155 | 3411.21% | Q1 2026 | May 14, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Added to | 104,313 | 9,701 | 2.18% | 1.53% | 213 | +295 | 0.28% | Q1 2026 | Apr 13, 2026 |
| Life Cycle Investment Partners Ltd | History | Added to | 103,183 | 9,596 | 0.06% | 0.04% | 214 | +28,814 | 38.74% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 102,495 | 9,532 | 0.03% | 0.02% | 215 | +7,579 | 7.98% | Q1 2026 | Apr 24, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 102,383 | 9,521 | 0.34% | 0.28% | 216 | +260 | 0.25% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 102,139 | 9,498 | 0.28% | 0.22% | 217 | +1,457 | 1.45% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 100,176 | 9,316 | 0.07% | 0.04% | 218 | +28,246 | 39.27% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 99,869 | 9,287 | 0.05% | 0.04% | 219 | +8,285 | 9.05% | Q1 2026 | May 14, 2026 |
| Eastover Investment Advisors LLC | History | Reduced | 98,217 | 9,134 | 3.91% | 3.28% | 220 | -3,261 | -3.21% | Q1 2026 | Apr 08, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 97,658 | 9,082 | 0.67% | 1.32% | 221 | -144,439 | -59.66% | Q1 2026 | Apr 22, 2026 |
| &PARTNERS | History | Added to | 94,755 | 9,004 | 0.04% | 0.03% | 222 | +10,323 | 12.23% | Q1 2026 | May 15, 2026 |
| Foresight Global Investors, Inc. | History | Reduced | 96,405 | 8,965 | 5.82% | 5.67% | 223 | -67,455 | -41.17% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 94,700 | 8,807 | 0.01% | 0.01% | 224 | -11,600 | -10.91% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 94,441 | 8,783 | 0.01% | 0.0% | 225 | +22,108 | 30.56% | Q1 2026 | Apr 30, 2026 |
| Amova Asset Management Americas, Inc. | History | Added to | 94,441 | 8,783 | 0.12% | 0.06% | 226 | +22,108 | 30.56% | Q1 2026 | May 07, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Added to | 94,305 | 8,770 | 1.98% | 1.55% | 227 | +271 | 0.29% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Added to | 93,854 | 8,728 | 0.11% | 0.09% | 228 | +937 | 1.01% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 92,669 | 8,618 | 0.07% | 0.04% | 229 | +13,712 | 17.37% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | Added to | 92,360 | 8,589 | 0.3% | 0.01% | 230 | +88,918 | 2583.32% | Q1 2026 | May 14, 2026 |
| Janney Capital Management LLC | History | No change | 113,557 | 8,344 | 0.52% | 0.52% | 231 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 89,640 | 8,336 | 1.06% | 0.86% | 232 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 87,175 | 8,107 | 0.1% | 0.09% | 233 | -7,391 | -7.82% | Q1 2026 | Apr 21, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 86,748 | 8,067 | 0.02% | 0.01% | 234 | +13,093 | 17.78% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | Added to | 85,098 | 7,914 | 0.37% | 0.28% | 235 | +165 | 0.19% | Q1 2026 | May 05, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 107,700 | 7,913 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 84,875 | 7,893 | 0.04% | 0.03% | 237 | -10,532 | -11.04% | Q1 2026 | May 13, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 83,288 | 7,745 | 1.4% | 0.93% | 238 | +24,575 | 41.86% | Q1 2026 | May 13, 2026 |
| HORAN Wealth, LLC | History | Added to | 83,302 | 7,618 | 0.72% | 0.45% | 239 | +43,075 | 107.08% | Q1 2026 | May 08, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 81,314 | 7,562 | 0.23% | 0.19% | 240 | -9,724 | -10.68% | Q1 2026 | Apr 24, 2026 |
| HENNESSY ADVISORS INC | History | Added to | 81,200 | 7,551 | 0.27% | 0.2% | 241 | +4,700 | 6.14% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 81,138 | 7,545 | 0.01% | 0.02% | 242 | -831 | -1.01% | Q1 2026 | May 01, 2026 |
| Claret Asset Management Corp | History | Reduced | 80,035 | 7,443 | 0.89% | 0.69% | 243 | -574 | -0.71% | Q1 2026 | May 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 79,868 | 7,427 | 0.13% | 0.1% | 244 | +2,887 | 3.75% | Q1 2026 | Apr 20, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 79,822 | 7,423 | 0.14% | 0.14% | 245 | -22,392 | -21.91% | Q1 2026 | May 12, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 79,597 | 7,402 | 0.01% | 0.0% | 246 | -1,616 | -1.99% | Q1 2026 | May 13, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 79,162 | 7,362 | 0.84% | 0.46% | 247 | +25,669 | 47.99% | Q1 2026 | Apr 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 78,059 | 7,259 | 0.14% | 0.23% | 248 | -63,759 | -44.96% | Q1 2026 | Apr 27, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 77,012 | 7,162 | 0.3% | 0.23% | 249 | -1,933 | -2.45% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Added to | 76,854 | 7,147 | 0.0% | 0.0% | 250 | +43 | 0.06% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 74,592 | 6,937 | 0.04% | 0.03% | 251 | -77 | -0.1% | Q1 2026 | May 15, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Added to | 74,296 | 6,910 | 0.07% | 0.01% | 252 | +60,850 | 452.55% | Q1 2026 | Apr 16, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 73,233 | 6,810 | 0.01% | 0.01% | 253 | -6,340 | -7.97% | Q1 2026 | May 14, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 71,233 | 6,624 | 0.07% | 0.05% | 254 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 70,427 | 6,549 | 0.14% | 0.11% | 255 | -396 | -0.56% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 70,000 | 6,510 | 0.06% | 0.05% | 256 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Gradient Investments LLC | History | Added to | 69,793 | 6,490 | 0.1% | 0.03% | 257 | +43,398 | 164.42% | Q1 2026 | Apr 13, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 69,115 | 6,427 | 0.26% | 0.2% | 258 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 68,043 | 6,327 | 0.2% | 0.15% | 259 | +2,384 | 3.63% | Q1 2026 | Apr 27, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 67,975 | 6,322 | 0.46% | 0.38% | 260 | -5,175 | -7.07% | Q1 2026 | Apr 01, 2026 |
| CIBC Asset Management Inc | History | Added to | 67,749 | 6,300 | 0.02% | 0.01% | 261 | +4,488 | 7.09% | Q1 2026 | May 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 67,537 | 6,280 | 0.11% | 0.08% | 262 | +3,038 | 4.71% | Q1 2026 | Apr 21, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 66,892 | 6,220 | 0.03% | 0.02% | 263 | -14,817 | -18.13% | Q1 2026 | May 14, 2026 |
| ADVOCATE GROUP LLC | History | Reduced | 66,636 | 6,197 | 0.97% | 0.79% | 264 | -189 | -0.28% | Q1 2026 | Apr 13, 2026 |
| Kimelman & Baird, LLC | History | No change | 66,176 | 6,154 | 0.51% | 0.37% | 265 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Callodine Capital Management, LP | History | Reduced | 66,000 | 6,138 | 0.43% | 0.69% | 266 | -51,000 | -43.59% | Q1 2026 | May 15, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 65,917 | 6,130 | 0.5% | 0.37% | 267 | +542 | 0.83% | Q1 2026 | Apr 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 65,681 | 6,108 | 0.1% | — | 268 | +65,681 | New | Q1 2026 | May 15, 2026 |
| INSPIRE TRUST CO, N.A. | History | No change | 65,000 | 6,045 | 0.93% | 0.78% | 269 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vident Advisory, LLC | History | Added to | 63,597 | 5,914 | 0.05% | 0.04% | 270 | +5,843 | 10.12% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 63,582 | 5,913 | 0.09% | 0.1% | 271 | -16,429 | -20.53% | Q1 2026 | May 04, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 62,853 | 5,845 | 0.42% | 0.32% | 272 | -944 | -1.48% | Q1 2026 | Apr 10, 2026 |
| Caption Management, LLC | History | Reduced | 61,900 | 5,756 | 0.03% | 0.09% | 273 | -113,700 | -64.75% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 61,089 | 5,681 | 0.01% | 0.01% | 274 | -7,361 | -10.75% | Q1 2026 | May 14, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 61,041 | 5,676 | 0.86% | 0.71% | 275 | +42 | 0.07% | Q1 2026 | Apr 08, 2026 |
| Naviter Wealth, LLC | History | Added to | 60,592 | 5,635 | 0.7% | 0.55% | 277 | +2,755 | 4.76% | Q1 2026 | Apr 10, 2026 |
| Brookmont Capital Management | History | Added to | 60,601 | 5,635 | 3.16% | 2.48% | 276 | +2,305 | 3.95% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 60,233 | 5,601 | 0.02% | 0.01% | 278 | -1,098 | -1.79% | Q1 2026 | May 08, 2026 |
| Farringdon Capital, Ltd. | History | Added to | 60,083 | 5,587 | 1.22% | 0.76% | 279 | +17,711 | 41.8% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 59,828 | 5,564 | 0.15% | 0.11% | 280 | -1,000 | -1.64% | Q1 2026 | Apr 27, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 59,684 | 5,550 | 0.07% | 0.05% | 281 | +119 | 0.2% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | Added to | 59,330 | 5,502 | 0.0% | 0.0% | 282 | +2,290 | 4.01% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 58,967 | 5,483 | 0.08% | 0.06% | 283 | +1,400 | 2.43% | Q1 2026 | Apr 07, 2026 |
| Atria Investments, Inc | History | Reduced | 58,870 | 5,474 | 0.06% | 0.05% | 284 | -1,515 | -2.51% | Q1 2026 | May 05, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 58,620 | 5,451 | 0.21% | 0.16% | 285 | -2,985 | -4.85% | Q1 2026 | May 12, 2026 |
| Drum Hill Capital, LLC | History | Reduced | 58,378 | 5,429 | 4.99% | 4.53% | 286 | -964 | -1.62% | Q1 2026 | Apr 20, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 57,667 | 5,363 | 0.01% | 0.0% | 287 | +46,663 | 424.05% | Q1 2026 | May 15, 2026 |
| Cardinal Capital Management | History | Added to | 57,552 | 5,352 | 0.69% | 0.56% | 288 | +78 | 0.14% | Q1 2026 | Apr 08, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 56,921 | 5,293 | 0.07% | 0.05% | 289 | +257 | 0.45% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 56,682 | 5,271 | 0.06% | 0.05% | 290 | +1,056 | 1.9% | Q1 2026 | Apr 20, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 56,471 | 5,251 | 0.96% | 0.69% | 291 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 55,752 | 5,184 | 0.13% | 0.11% | 292 | -2,698 | -4.62% | Q1 2026 | Apr 07, 2026 |
| DRW Securities, LLC | History | Reduced | 55,033 | 5,118 | 0.07% | 0.11% | 293 | -1,360 | -2.41% | Q1 2026 | May 13, 2026 |
| DODGE & COX | History | Reduced | 54,994 | 5,114 | 0.0% | 0.0% | 294 | -200 | -0.36% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 54,835 | 5,099 | 0.06% | 0.05% | 295 | -3,255 | -5.6% | Q1 2026 | Apr 28, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 54,000 | 5,022 | 0.18% | 0.25% | 296 | -46,700 | -46.38% | Q1 2026 | May 06, 2026 |
| Aviso Financial Inc. | History | Added to | 53,995 | 5,021 | 0.18% | 0.14% | 297 | +5,532 | 11.41% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 53,654 | 4,984 | 0.12% | 0.13% | 298 | -19,176 | -26.33% | Q1 2026 | Apr 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 52,867 | 4,916 | 0.22% | 0.21% | 299 | -7,365 | -12.23% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | New | 52,539 | 4,886 | 0.08% | — | 300 | +52,539 | New | Q1 2026 | May 15, 2026 |
| SPX Gestao de Recursos Ltda | History | New | 52,300 | 4,863 | 0.4% | — | 301 | +52,300 | New | Q1 2026 | May 06, 2026 |
| CHICAGO TRUST Co NA | History | Added to | 51,444 | 4,784 | 0.76% | 0.56% | 302 | +2,850 | 5.86% | Q1 2026 | Apr 24, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 51,131 | 4,755 | 0.57% | 0.49% | 303 | -998 | -1.91% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 51,552 | 4,744 | 0.04% | 0.03% | 304 | +8,888 | 20.83% | Q1 2026 | Apr 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 50,664 | 4,711 | 0.02% | 0.02% | 305 | +18,939 | 59.7% | Q1 2026 | May 15, 2026 |
| INTREPID FAMILY OFFICE LLC | History | No change | 50,000 | 4,650 | 3.76% | 3.17% | 306 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 49,964 | 4,646 | 0.06% | 0.05% | 307 | -4,304 | -7.93% | Q1 2026 | May 13, 2026 |
| HF Advisory Group, LLC | History | Added to | 49,035 | 4,560 | 1.55% | 1.18% | 308 | +3,084 | 6.71% | Q1 2026 | Apr 21, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 48,479 | 4,508 | 0.53% | — | 309 | +48,479 | New | Q1 2026 | Apr 30, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 48,256 | 4,487 | 0.05% | 0.05% | 310 | -2,586 | -5.09% | Q1 2026 | Apr 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 48,251 | 4,487 | 0.03% | 0.02% | 311 | +1,796 | 3.87% | Q1 2026 | Apr 30, 2026 |
| HB Wealth Management, LLC | History | Added to | 48,106 | 4,473 | 0.03% | 0.02% | 312 | +981 | 2.08% | Q1 2026 | Apr 27, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 60,243 | 4,426 | 0.29% | 0.29% | 313 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Stolper Co | History | Added to | 34,169 | 4,400 | 1.25% | 0.68% | 314 | +2,725 | 8.67% | Q1 2026 | Apr 13, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 47,120 | 4,382 | 0.49% | 0.45% | 315 | -9,922 | -17.39% | Q1 2026 | Apr 30, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 46,870 | 4,359 | 0.01% | 0.01% | 316 | +625 | 1.35% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 46,774 | 4,350 | 0.01% | 0.01% | 317 | +2,947 | 6.72% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 46,564 | 4,330 | 0.02% | 0.02% | 318 | -1,595 | -3.31% | Q1 2026 | May 15, 2026 |
| JCIC Asset Management Inc. | History | Added to | 45,605 | 4,241 | 1.3% | 0.99% | 319 | +1,654 | 3.76% | Q1 2026 | Apr 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 45,537 | 4,234 | 0.0% | 0.0% | 320 | +3,216 | 7.6% | Q1 2026 | May 12, 2026 |
| BEDDOW CAPITAL MANAGEMENT INC | History | No change | 57,076 | 4,194 | 1.58% | 1.58% | 321 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BROWN ADVISORY INC | History | Reduced | 44,817 | 4,167 | 0.01% | 0.0% | 322 | -625 | -1.38% | Q1 2026 | May 15, 2026 |
| Hedges Asset Management LLC | History | No change | 56,100 | 4,122 | 2.91% | 2.91% | 323 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 44,171 | 4,107 | 0.03% | 0.02% | 324 | -7,162 | -13.95% | Q1 2026 | May 05, 2026 |
| Glass Wealth Management Co LLC | History | Reduced | 44,108 | 4,102 | 1.59% | 1.34% | 325 | -280 | -0.63% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Added to | 42,963 | 3,995 | 0.05% | 0.04% | 326 | +3,293 | 8.3% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Added to | 42,479 | 3,950 | 0.1% | 0.07% | 327 | +551 | 1.31% | Q1 2026 | May 11, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 42,196 | 3,924 | 0.61% | 1.27% | 328 | -65,384 | -60.78% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 53,245 | 3,912 | 0.08% | 0.08% | 329 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Palogic Value Management, L.P. | History | Reduced | 41,618 | 3,870 | 1.63% | 1.69% | 330 | -13,470 | -24.45% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 41,349 | 3,845 | 0.02% | 0.02% | 331 | -538 | -1.28% | Q1 2026 | May 15, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 41,008 | 3,813 | 1.59% | 1.26% | 332 | +2,021 | 5.18% | Q1 2026 | May 01, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Added to | 40,875 | 3,801 | 0.7% | 0.5% | 333 | +2,442 | 6.35% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 40,734 | 3,788 | 0.09% | 0.12% | 334 | -24,469 | -37.53% | Q1 2026 | May 11, 2026 |
| Portside Wealth Group, LLC | History | Added to | 40,362 | 3,753 | 0.51% | 0.38% | 335 | +1,580 | 4.07% | Q1 2026 | May 12, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 40,350 | 3,752 | 0.41% | 0.31% | 336 | +250 | 0.62% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 39,956 | 3,715 | 0.03% | 0.03% | 337 | +7,494 | 23.09% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 39,934 | 3,713 | 0.06% | 0.06% | 338 | -2,664 | -6.25% | Q1 2026 | May 18, 2026 |
| Clearstead Advisors, LLC | History | Added to | 39,680 | 3,690 | 0.03% | 0.02% | 339 | +16,675 | 72.48% | Q1 2026 | May 06, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 39,353 | 3,659 | 0.1% | 0.08% | 340 | -2,395 | -5.74% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 39,248 | 3,650 | 0.16% | 0.13% | 341 | -1,252 | -3.09% | Q1 2026 | May 08, 2026 |
| Columbia Asset Management | History | Reduced | 38,900 | 3,617 | 0.69% | 0.52% | 342 | -990 | -2.48% | Q1 2026 | Apr 20, 2026 |
| Drexel Morgan & Co. | History | No change | 38,544 | 3,584 | 0.53% | 0.44% | 343 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 38,488 | 3,579 | 0.08% | 0.05% | 344 | +24,972 | 184.76% | Q1 2026 | Apr 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 37,752 | 3,510 | 0.04% | 0.03% | 345 | -3,094 | -7.57% | Q1 2026 | May 05, 2026 |
| NKCFO LLC | History | New | 37,525 | 3,490 | 1.03% | — | 346 | +37,525 | New | Q1 2026 | May 11, 2026 |
| Compound Planning, Inc. | History | Reduced | 37,509 | 3,488 | 0.11% | 0.08% | 347 | -598 | -1.57% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 36,905 | 3,432 | 0.01% | 0.01% | 348 | +7,929 | 27.36% | Q1 2026 | May 13, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 36,622 | 3,405 | 0.54% | 0.42% | 349 | +85 | 0.23% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 36,576 | 3,401 | 0.02% | 0.01% | 350 | -1,061 | -2.82% | Q1 2026 | Apr 24, 2026 |
| ASSETMARK, INC | History | Reduced | 36,453 | 3,390 | 0.01% | 0.01% | 351 | -49,866 | -57.77% | Q1 2026 | May 06, 2026 |
| Nelson Capital Management, LLC | History | Added to | 36,049 | 3,352 | 0.41% | 0.3% | 352 | +779 | 2.21% | Q1 2026 | May 06, 2026 |
| Limestone Investment Advisors LP | History | No change | 36,000 | 3,348 | 0.27% | 0.25% | 353 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 35,898 | 3,338 | 0.02% | 0.01% | 354 | +2,952 | 8.96% | Q1 2026 | May 08, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 35,665 | 3,317 | 0.34% | 0.27% | 355 | -78 | -0.22% | Q1 2026 | May 06, 2026 |
| Westview Management dba Westview Investment Advisors | History | Reduced | 35,503 | 3,301 | 1.72% | 1.33% | 356 | -2,543 | -6.68% | Q1 2026 | May 08, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | New | 35,385 | 3,290 | 0.28% | — | 357 | +35,385 | New | Q1 2026 | May 13, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Reduced | 35,315 | 3,284 | 0.38% | 0.29% | 358 | -807 | -2.23% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 35,267 | 3,245 | 0.01% | 0.0% | 359 | +7,883 | 28.79% | Q1 2026 | May 05, 2026 |
| Rathbones Group PLC | History | Added to | 34,605 | 3,218 | 0.01% | 0.01% | 360 | +2,697 | 8.45% | Q1 2026 | May 12, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 34,471 | 3,205 | 0.18% | 0.1% | 361 | +10,078 | 41.32% | Q1 2026 | Apr 21, 2026 |
| Bollard Group LLC | History | Added to | 34,272 | 3,187 | 0.09% | 0.06% | 362 | +3,028 | 9.69% | Q1 2026 | May 14, 2026 |
| apricus wealth, LLC | History | Added to | 34,028 | 3,164 | 1.54% | 1.26% | 363 | +418 | 1.24% | Q1 2026 | Apr 22, 2026 |
| Summit Global Investments | History | Added to | 33,475 | 3,113 | 0.18% | 0.03% | 364 | +27,398 | 450.85% | Q1 2026 | May 07, 2026 |
| Caldwell Trust Co | History | Added to | 33,360 | 3,102 | 0.28% | 0.2% | 365 | +1,979 | 6.31% | Q1 2026 | Apr 22, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 33,078 | 3,076 | 0.07% | 0.09% | 366 | -20,639 | -38.42% | Q1 2026 | May 12, 2026 |
| LINCLUDEN MANAGEMENT LTD | History | Reduced | 33,038 | 3,072 | 0.33% | 0.25% | 367 | -7,480 | -18.46% | Q1 2026 | May 13, 2026 |
| BBR PARTNERS, LLC | History | No change | 32,890 | 3,058 | 0.17% | 0.13% | 368 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WESBANCO BANK INC | History | Added to | 32,794 | 3,049 | 0.08% | 0.04% | 369 | +12,229 | 59.47% | Q1 2026 | Apr 21, 2026 |
| Perpetual Ltd | History | Added to | 32,726 | 3,043 | 0.05% | 0.03% | 370 | +8,031 | 32.52% | Q1 2026 | Apr 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 32,659 | 3,037 | 0.04% | 0.01% | 371 | +20,938 | 178.64% | Q1 2026 | May 12, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 32,627 | 3,034 | 0.14% | 0.11% | 372 | -1,225 | -3.62% | Q1 2026 | Apr 20, 2026 |
| Galilei Investment Office LLP | History | No change | 63,920 | 3,023 | 1.57% | 1.11% | 373 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KEMPNER CAPITAL MANAGEMENT INC. | History | No change | 41,694 | 3,012 | 2.85% | 2.85% | 374 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Independent Advisor Alliance | History | Reduced | 32,220 | 2,996 | 0.03% | 0.06% | 375 | -995 | -3.0% | Q1 2026 | May 12, 2026 |
| South Dakota Investment Council | History | Reduced | 32,167 | 2,992 | 0.06% | 0.15% | 376 | -73,326 | -69.51% | Q1 2026 | May 18, 2026 |
| Sterling Capital Management LLC | History | Added to | 32,126 | 2,987 | 0.06% | 0.02% | 377 | +13,366 | 71.25% | Q1 2026 | Apr 22, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 31,758 | 2,953 | 0.45% | 0.33% | 378 | +2,385 | 8.12% | Q1 2026 | Apr 15, 2026 |
| Mill Capital Management, LLC | History | Reduced | 31,662 | 2,944 | 0.22% | 0.18% | 379 | -2,556 | -7.47% | Q1 2026 | May 04, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 31,240 | 2,905 | 0.2% | 0.16% | 380 | -363 | -1.15% | Q1 2026 | Apr 28, 2026 |
| Simmons Bank | History | Added to | 31,046 | 2,887 | 0.19% | 0.15% | 381 | +190 | 0.62% | Q1 2026 | Apr 23, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 30,652 | 2,850 | 0.05% | 0.04% | 382 | +604 | 2.01% | Q1 2026 | Apr 10, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 30,526 | 2,838 | 0.04% | 0.03% | 383 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 30,348 | 2,822 | 0.07% | 0.06% | 384 | +189 | 0.63% | Q1 2026 | May 14, 2026 |
| Connective Portfolio Management, LLC | History | No change | 30,195 | 2,808 | 7.6% | 4.0% | 385 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| J. Goldman & Co LP | History | New | 30,000 | 2,790 | 0.08% | — | 386 | +30,000 | New | Q1 2026 | May 15, 2026 |
| Cannell & Spears LLC | History | No change | 29,903 | 2,780 | 0.05% | 0.04% | 387 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 29,750 | 2,766 | 0.5% | 0.49% | 388 | -7,194 | -19.47% | Q1 2026 | May 01, 2026 |
| American Capital Advisory, LLC | History | Added to | 29,571 | 2,750 | 1.11% | 0.61% | 389 | +10,326 | 53.66% | Q1 2026 | Apr 29, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 29,281 | 2,723 | 0.7% | 0.56% | 390 | -78 | -0.27% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 29,216 | 2,717 | 0.03% | 0.02% | 391 | +4,548 | 18.44% | Q1 2026 | Apr 28, 2026 |
| InvesTrust | History | Reduced | 29,211 | 2,716 | 1.14% | 0.83% | 392 | -167 | -0.57% | Q1 2026 | Apr 07, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 29,177 | 2,713 | 0.05% | 0.04% | 393 | -352 | -1.19% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 28,960 | 2,693 | 0.01% | 0.01% | 394 | -1,996 | -6.45% | Q1 2026 | May 14, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 28,334 | 2,635 | 0.02% | 0.02% | 395 | -1,270 | -4.29% | Q1 2026 | May 14, 2026 |
| Bank OZK | History | Added to | 28,333 | 2,634 | 0.93% | 0.67% | 396 | +2,302 | 8.84% | Q1 2026 | May 13, 2026 |
| BURNEY CO/ | History | Reduced | 28,302 | 2,632 | 0.08% | 0.07% | 397 | -1,749 | -5.82% | Q1 2026 | Apr 29, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 28,055 | 2,609 | 0.02% | 0.09% | 398 | -221,645 | -88.76% | Q1 2026 | May 07, 2026 |
| BAHL & GAYNOR INC | History | No change | 28,050 | 2,608 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cornerstone Select Advisors, LLC | History | Reduced | 27,809 | 2,586 | 1.62% | 1.43% | 400 | -304 | -1.08% | Q1 2026 | May 13, 2026 |
| Range Financial Group LLC | History | Added to | 27,712 | 2,577 | 0.86% | 0.7% | 401 | +2 | 0.01% | Q1 2026 | Apr 30, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 27,594 | 2,566 | 0.16% | 0.13% | 402 | -1,165 | -4.05% | Q1 2026 | May 14, 2026 |
| Altrafin AG | History | No change | 27,600 | 2,566 | 0.88% | 0.64% | 403 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | No change | 34,812 | 2,557 | 1.83% | 1.83% | 404 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | Added to | 27,218 | 2,531 | 0.01% | 0.01% | 405 | +1,530 | 5.96% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 27,081 | 2,518 | 0.03% | 0.03% | 406 | -8,028 | -22.87% | Q1 2026 | Apr 20, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 26,864 | 2,498 | 0.03% | 0.02% | 408 | -3,000 | -10.05% | Q1 2026 | Apr 24, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 26,868 | 2,498 | 0.09% | 0.07% | 407 | +612 | 2.33% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 26,798 | 2,491 | 0.05% | 0.03% | 410 | +2,926 | 12.26% | Q1 2026 | May 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 26,786 | 2,491 | 0.06% | 0.05% | 409 | -531 | -1.94% | Q1 2026 | Apr 30, 2026 |
| Howard Capital Management Inc. | History | Added to | 26,671 | 2,480 | 0.04% | 0.02% | 411 | +620 | 2.38% | Q1 2026 | May 05, 2026 |
| Hartree Partners, LP | History | Added to | 26,500 | 2,464 | 0.53% | 0.56% | 412 | +5,500 | 26.19% | Q1 2026 | May 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 26,317 | 2,447 | 0.08% | 0.06% | 413 | +341 | 1.31% | Q1 2026 | May 14, 2026 |
| HOWE & RUSLING INC | History | Added to | 26,276 | 2,443 | 0.16% | 0.11% | 414 | +2,624 | 11.09% | Q1 2026 | Apr 28, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 26,189 | 2,435 | 0.1% | 0.07% | 415 | +2,492 | 10.52% | Q1 2026 | Apr 30, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 26,126 | 2,429 | 0.17% | 0.14% | 416 | -355 | -1.34% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Added to | 26,082 | 2,425 | 0.03% | 0.02% | 417 | +3,244 | 14.2% | Q1 2026 | Apr 20, 2026 |
| World Investment Advisors | History | Added to | 26,063 | 2,423 | 0.04% | 0.03% | 419 | +2,009 | 8.35% | Q1 2026 | Apr 27, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 26,056 | 2,423 | 0.12% | 0.09% | 418 | -175 | -0.67% | Q1 2026 | Apr 29, 2026 |
| Sierra Capital LLC | History | Reduced | 26,016 | 2,420 | 0.26% | 0.23% | 420 | -3,272 | -11.17% | Q1 2026 | May 15, 2026 |
| Altman Advisors, Inc. | History | Reduced | 25,900 | 2,408 | 1.0% | 0.73% | 421 | -548 | -2.07% | Q1 2026 | May 05, 2026 |
| PCM Encore, LLC | History | Added to | 25,870 | 2,405 | 0.49% | 0.38% | 422 | +1,547 | 6.36% | Q1 2026 | May 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 25,616 | 2,382 | 0.02% | 0.02% | 423 | -49,309 | -65.81% | Q1 2026 | May 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 25,527 | 2,373 | 0.13% | 0.1% | 424 | +3,696 | 16.93% | Q1 2026 | Apr 16, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 25,436 | 2,365 | 0.2% | 0.17% | 425 | -940 | -3.56% | Q1 2026 | Apr 15, 2026 |
| Cherokee Insurance Co | History | No change | 25,439 | 2,365 | 0.9% | 0.76% | 426 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Old Port Advisors | History | Added to | 25,127 | 2,336 | 0.54% | 0.41% | 427 | +2,449 | 10.8% | Q1 2026 | Apr 06, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 24,919 | 2,317 | 0.01% | 0.0% | 428 | +8,497 | 51.74% | Q1 2026 | May 08, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 24,690 | 2,296 | 0.8% | 0.73% | 429 | -2,739 | -9.99% | Q1 2026 | Apr 15, 2026 |
| REIK & CO., LLC | History | Reduced | 24,572 | 2,285 | 0.63% | 0.5% | 430 | -30 | -0.12% | Q1 2026 | May 05, 2026 |
| Savant Capital, LLC | History | Added to | 24,491 | 2,277 | 0.01% | 0.01% | 431 | +3,910 | 19.0% | Q1 2026 | May 04, 2026 |
| Phoenix Financial Ltd. | History | No change | 24,500 | 2,277 | 0.02% | 0.02% | 432 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Leo Wealth, LLC | History | Added to | 24,477 | 2,276 | 0.17% | 0.12% | 433 | +1,322 | 5.71% | Q1 2026 | May 05, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 24,204 | 2,250 | 0.22% | 0.18% | 435 | -1,649 | -6.38% | Q1 2026 | Apr 10, 2026 |
| Cohen Capital Management, Inc. | History | No change | 24,200 | 2,250 | 0.35% | 0.27% | 434 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 23,870 | 2,219 | 0.1% | 0.08% | 436 | -1,270 | -5.05% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 23,818 | 2,215 | 0.02% | 0.01% | 437 | +736 | 3.19% | Q1 2026 | Apr 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 23,693 | 2,203 | 0.07% | 0.06% | 438 | +527 | 2.27% | Q1 2026 | May 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 23,513 | 2,186 | 0.02% | 0.02% | 439 | -1,049 | -4.27% | Q1 2026 | May 13, 2026 |
| Solstein Capital, LLC | History | Added to | 23,456 | 2,181 | 0.9% | 0.56% | 441 | +4,385 | 22.99% | Q1 2026 | May 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 23,459 | 2,181 | 0.23% | 0.19% | 440 | -3,123 | -11.75% | Q1 2026 | Apr 15, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 23,386 | 2,174 | 0.07% | 0.05% | 442 | -14 | -0.06% | Q1 2026 | Apr 16, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 23,305 | 2,167 | 0.04% | 0.03% | 443 | +2,446 | 11.73% | Q1 2026 | Apr 21, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 23,166 | 2,154 | 0.1% | 0.08% | 444 | -395 | -1.68% | Q1 2026 | Apr 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 23,153 | 2,153 | 0.03% | 0.01% | 445 | +11,126 | 92.51% | Q1 2026 | May 13, 2026 |
| Hilltop National Bank | History | Added to | 22,999 | 2,138 | 0.51% | 0.41% | 446 | +57 | 0.25% | Q1 2026 | Apr 02, 2026 |
| TCTC Holdings, LLC | History | No change | 22,975 | 2,136 | 0.06% | 0.05% | 447 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 22,668 | 2,108 | 0.03% | 0.02% | 448 | +3,914 | 20.87% | Q1 2026 | May 12, 2026 |
| Game Creek Capital, LP | History | Reduced | 22,500 | 2,092 | 0.7% | 0.56% | 449 | -500 | -2.17% | Q1 2026 | May 14, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Added to | 22,352 | 2,078 | 0.75% | 0.59% | 450 | +121 | 0.54% | Q1 2026 | May 05, 2026 |
| Parrish Capital LLC | History | Added to | 22,184 | 2,063 | 1.84% | 1.43% | 451 | +631 | 2.93% | Q1 2026 | Apr 28, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | No change | 22,158 | 2,060 | 0.56% | 0.45% | 452 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 22,103 | 2,055 | 0.53% | — | 453 | +22,103 | New | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 22,086 | 2,048 | 0.07% | 0.06% | 454 | +754 | 3.53% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 22,011 | 2,047 | 0.01% | — | 455 | +22,011 | New | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 21,965 | 2,042 | 0.02% | 0.01% | 456 | +4,551 | 26.13% | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 21,862 | 2,033 | 0.02% | 0.02% | 457 | -382 | -1.72% | Q1 2026 | May 08, 2026 |
| Herold Advisors, Inc. | History | Added to | 21,822 | 2,029 | 0.45% | 0.36% | 458 | +7 | 0.03% | Q1 2026 | May 14, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 21,658 | 2,014 | 0.3% | 0.24% | 459 | -917 | -4.06% | Q1 2026 | May 04, 2026 |
| Recurrent Investment Advisors LLC | History | Added to | 56,141 | 2,013 | 0.12% | 0.11% | 460 | +2,500 | 4.66% | Q1 2026 | May 15, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 21,600 | 2,008 | 0.36% | 0.31% | 462 | -488 | -2.21% | Q1 2026 | Apr 27, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 21,596 | 2,008 | 0.11% | 0.08% | 461 | -50 | -0.23% | Q1 2026 | Apr 13, 2026 |
| Gibbs Wealth Management | History | Added to | 21,411 | 1,991 | 0.26% | 0.15% | 463 | +12,812 | 148.99% | Q1 2026 | May 13, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 21,393 | 1,989 | 0.24% | 0.2% | 464 | -900 | -4.04% | Q1 2026 | Apr 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 21,389 | 1,989 | 0.04% | 0.03% | 465 | -332 | -1.53% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 21,334 | 1,984 | 0.02% | 0.01% | 466 | -733 | -3.32% | Q1 2026 | May 01, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 21,216 | 1,973 | 0.32% | 0.29% | 467 | +35 | 0.17% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 21,210 | 1,972 | 0.03% | 0.01% | 468 | +14,093 | 198.02% | Q1 2026 | May 15, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 21,037 | 1,956 | 0.19% | 0.15% | 469 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 20,977 | 1,950 | 0.1% | 0.08% | 470 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 20,959 | 1,949 | 0.1% | 0.08% | 471 | -1,144 | -5.18% | Q1 2026 | May 04, 2026 |
| Red Spruce Capital, LLC | History | Added to | 20,815 | 1,935 | 0.79% | 0.61% | 472 | +129 | 0.62% | Q1 2026 | Apr 09, 2026 |
| Victrix Investment Advisors | History | Added to | 20,671 | 1,922 | 0.7% | 0.57% | 473 | +790 | 3.97% | Q1 2026 | Apr 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 20,581 | 1,914 | 0.03% | 0.02% | 474 | +4,926 | 31.47% | Q1 2026 | May 07, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Reduced | 20,545 | 1,910 | 0.96% | 0.83% | 475 | -2,325 | -10.17% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Reduced | 20,452 | 1,902 | 0.09% | 0.07% | 476 | -766 | -3.61% | Q1 2026 | Apr 27, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 20,368 | 1,894 | 0.13% | 0.11% | 477 | -2,063 | -9.2% | Q1 2026 | Apr 20, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 20,207 | 1,879 | 0.1% | 0.09% | 478 | -1,707 | -7.79% | Q1 2026 | Apr 21, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 20,210 | 1,879 | 0.12% | 0.09% | 479 | +314 | 1.58% | Q1 2026 | Apr 29, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 19,839 | 1,854 | 0.41% | 0.32% | 480 | -34 | -0.17% | Q1 2026 | Apr 23, 2026 |
| Graham Capital Management, L.P. | History | New | 19,860 | 1,846 | 0.04% | — | 481 | +19,860 | New | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | New | 19,804 | 1,841 | 0.06% | — | 482 | +19,804 | New | Q1 2026 | May 04, 2026 |
| Savvy Advisors, Inc. | History | Added to | 19,743 | 1,836 | 0.05% | 0.05% | 483 | +583 | 3.04% | Q1 2026 | May 11, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 19,647 | 1,827 | 0.74% | 0.53% | 484 | +2,329 | 13.45% | Q1 2026 | May 12, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 19,635 | 1,826 | 0.11% | 0.04% | 485 | +9,773 | 99.1% | Q1 2026 | Apr 30, 2026 |
| Israel Discount Bank of New York | History | Reduced | 19,409 | 1,805 | 3.96% | 3.88% | 486 | -15 | -0.08% | Q1 2026 | Apr 06, 2026 |
| denkapparat Operations GmbH | History | New | 19,038 | 1,770 | 0.73% | — | 487 | +19,038 | New | Q1 2026 | May 11, 2026 |
| Abel Hall, LLC | History | Reduced | 18,962 | 1,763 | 0.38% | 0.37% | 488 | -2,817 | -12.93% | Q1 2026 | Apr 28, 2026 |
| Summit Financial, LLC | History | Added to | 18,949 | 1,762 | 0.02% | 0.02% | 489 | +437 | 2.36% | Q1 2026 | May 15, 2026 |
| Manske Wealth Management | History | Reduced | 18,905 | 1,758 | 0.49% | 0.41% | 490 | -107 | -0.56% | Q1 2026 | Apr 30, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 18,826 | 1,750 | 0.12% | 0.1% | 491 | +868 | 4.83% | Q1 2026 | May 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 18,804 | 1,748 | 0.17% | 0.12% | 492 | +1,750 | 10.26% | Q1 2026 | Apr 09, 2026 |
| Ipswich Investment Management Co., Inc. | History | Reduced | 18,689 | 1,738 | 0.41% | 0.33% | 493 | -720 | -3.71% | Q1 2026 | Apr 10, 2026 |
| Guardian Partners Inc. | History | Reduced | 18,601 | 1,730 | 0.14% | 0.12% | 494 | -53 | -0.28% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 23,542 | 1,729 | 0.03% | 0.03% | 495 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 18,569 | 1,726 | 0.07% | 0.06% | 496 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Unified Investment Management | History | Reduced | 18,552 | 1,725 | 1.76% | 1.38% | 497 | -251 | -1.33% | Q1 2026 | Apr 29, 2026 |
| CONTINENTAL ADVISORS LLC | History | Reduced | 18,520 | 1,722 | 0.88% | 1.13% | 498 | -18,000 | -49.29% | Q1 2026 | May 15, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 18,306 | 1,702 | 0.33% | 0.14% | 499 | +8,580 | 88.22% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Reduced | 18,228 | 1,695 | 0.92% | 0.77% | 500 | -1,625 | -8.19% | Q1 2026 | Apr 23, 2026 |
| U S GLOBAL INVESTORS INC | History | Added to | 18,000 | 1,674 | 0.2% | 0.09% | 501 | +7,000 | 63.64% | Q1 2026 | May 01, 2026 |
| WealthTrust Axiom LLC | History | Added to | 17,972 | 1,671 | 0.41% | 0.34% | 502 | +202 | 1.14% | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | Reduced | 17,925 | 1,667 | 0.02% | 0.02% | 503 | -2,172 | -10.81% | Q1 2026 | Apr 08, 2026 |
| XY Capital Ltd | History | New | 17,922 | 1,666 | 1.65% | — | 504 | +17,922 | New | Q1 2026 | May 12, 2026 |
| GREENLEAF TRUST | History | Added to | 17,830 | 1,658 | 0.02% | 0.01% | 505 | +220 | 1.25% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Added to | 17,823 | 1,657 | 0.03% | 0.02% | 506 | +3,914 | 28.14% | Q1 2026 | Apr 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 17,769 | 1,652 | 0.01% | 0.01% | 507 | -2,156 | -10.82% | Q1 2026 | May 01, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 17,753 | 1,651 | 0.11% | 0.1% | 508 | -24,337 | -57.82% | Q1 2026 | Apr 16, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 17,665 | 1,642 | 0.02% | — | 509 | +17,665 | New | Q1 2026 | May 01, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 17,642 | 1,640 | 0.26% | 0.19% | 510 | +916 | 5.48% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 17,624 | 1,639 | 0.02% | 0.01% | 511 | -169 | -0.95% | Q1 2026 | Apr 13, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 17,550 | 1,632 | 0.11% | 0.09% | 512 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Next Level Private LLC | History | Added to | 17,491 | 1,626 | 0.37% | 0.33% | 513 | +486 | 2.86% | Q1 2026 | Apr 23, 2026 |
| Midwest Trust Co | History | Reduced | 17,453 | 1,623 | 0.02% | 0.02% | 514 | -1,539 | -8.1% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | Added to | 17,412 | 1,620 | 0.0% | 0.0% | 515 | +4,208 | 31.87% | Q1 2026 | May 06, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | Reduced | 17,353 | 1,613 | 0.21% | 0.16% | 516 | -241 | -1.37% | Q1 2026 | Apr 09, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 17,297 | 1,608 | 0.04% | 0.04% | 517 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | New | 17,287 | 1,604 | 0.06% | — | 518 | +17,287 | New | Q1 2026 | May 14, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 17,076 | 1,588 | 0.01% | 0.01% | 519 | -7,615 | -30.84% | Q1 2026 | May 15, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 16,870 | 1,568 | 0.04% | 0.03% | 520 | +686 | 4.24% | Q1 2026 | Apr 29, 2026 |
| Poehling Capital Management, INC. | History | Reduced | 16,860 | 1,567 | 0.33% | 0.26% | 521 | -241 | -1.41% | Q1 2026 | Apr 21, 2026 |
| Cresset Asset Management, LLC | History | Added to | 16,822 | 1,564 | 0.01% | 0.0% | 522 | +3,455 | 25.85% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 16,803 | 1,562 | 0.14% | 0.1% | 523 | -5,176 | -23.55% | Q1 2026 | May 14, 2026 |
| Trust Point Inc. | History | Added to | 16,793 | 1,561 | 0.14% | 0.08% | 524 | +2,418 | 16.82% | Q1 2026 | Apr 15, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 16,694 | 1,552 | 0.04% | 0.04% | 525 | -5,453 | -24.62% | Q1 2026 | May 08, 2026 |
| HUB Investment Partners, LLC | History | Added to | 16,687 | 1,551 | 0.04% | 0.03% | 526 | +2,307 | 16.04% | Q1 2026 | May 15, 2026 |
| PCB Capital LLC | History | Reduced | 16,663 | 1,549 | 2.44% | 1.98% | 527 | -107 | -0.64% | Q1 2026 | Apr 29, 2026 |
| F/m Investments LLC | History | Reduced | 16,568 | 1,540 | 0.1% | 0.09% | 528 | -15,001 | -47.52% | Q1 2026 | May 11, 2026 |
| Integrated Advisors Network LLC | History | Added to | 16,538 | 1,538 | 0.08% | 0.03% | 529 | +6,329 | 61.99% | Q1 2026 | Apr 28, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 16,500 | 1,535 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | New | 16,435 | 1,528 | 0.02% | — | 531 | +16,435 | New | Q1 2026 | Apr 01, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 16,326 | 1,518 | 0.03% | 0.02% | 532 | +79 | 0.49% | Q1 2026 | May 07, 2026 |
| Qtron Investments LLC | History | Added to | 16,227 | 1,509 | 0.2% | 0.15% | 533 | +9 | 0.06% | Q1 2026 | May 15, 2026 |
| Glenview Trust Co | History | Reduced | 16,194 | 1,506 | 0.02% | 0.02% | 534 | -487 | -2.92% | Q1 2026 | May 08, 2026 |
| AlphaCore Capital LLC | History | Reduced | 16,190 | 1,505 | 0.04% | 0.03% | 536 | -2,614 | -13.9% | Q1 2026 | May 15, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | No change | 16,188 | 1,505 | 0.22% | 0.17% | 535 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 16,170 | 1,504 | 0.03% | 0.02% | 537 | +150 | 0.94% | Q1 2026 | May 11, 2026 |
| Centiva Capital, LP | History | New | 16,169 | 1,503 | 0.01% | — | 538 | +16,169 | New | Q1 2026 | May 14, 2026 |
| Madison Asset Management, LLC | History | Added to | 16,114 | 1,498 | 0.02% | 0.01% | 539 | +1,185 | 7.94% | Q1 2026 | May 07, 2026 |
| May Hill Capital, LLC | History | Added to | 16,089 | 1,496 | 0.38% | 0.27% | 540 | +2,299 | 16.67% | Q1 2026 | May 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 15,959 | 1,484 | 0.02% | 0.02% | 541 | -40 | -0.25% | Q1 2026 | May 08, 2026 |
| CSS LLC/IL | History | Reduced | 15,920 | 1,480 | 0.07% | 0.08% | 543 | -8,812 | -35.63% | Q1 2026 | May 15, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Added to | 16,059 | 1,480 | 0.01% | 0.01% | 542 | +142 | 0.89% | Q1 2026 | Apr 13, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | No change | 15,924 | 1,480 | 0.3% | 0.23% | 544 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Chicago Capital, LLC | History | Reduced | 15,901 | 1,478 | 0.04% | 0.03% | 545 | -3,184 | -16.68% | Q1 2026 | Apr 23, 2026 |
| ASO GROUP Ltd | History | No change | 15,890 | 1,478 | 0.62% | 0.46% | 546 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AE Wealth Management LLC | History | Added to | 15,593 | 1,450 | 0.01% | 0.01% | 547 | +380 | 2.5% | Q1 2026 | May 13, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 19,693 | 1,447 | 0.16% | 0.16% | 548 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 15,550 | 1,446 | 0.05% | 0.04% | 549 | +513 | 3.41% | Q1 2026 | Apr 20, 2026 |
| Diversified Trust Co | History | Added to | 15,548 | 1,445 | 0.03% | 0.01% | 550 | +5,410 | 53.36% | Q1 2026 | Apr 16, 2026 |
| ABSHER WEALTH MANAGEMENT, LLC | History | Reduced | 15,536 | 1,444 | 0.17% | 0.23% | 551 | -10,748 | -40.89% | Q1 2026 | May 04, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 19,569 | 1,437 | 0.28% | 0.28% | 552 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 16,971 | 1,425 | 0.03% | 0.03% | 553 | +317 | 1.9% | Q1 2026 | May 11, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 15,176 | 1,411 | 0.05% | 0.04% | 554 | -2,337 | -13.34% | Q1 2026 | May 11, 2026 |
| Ballentine Partners, LLC | History | Added to | 15,024 | 1,397 | 0.02% | 0.01% | 555 | +1,662 | 12.44% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 16,974 | 1,394 | 0.07% | 0.05% | 556 | +2,556 | 17.73% | Q1 2026 | Apr 06, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 14,923 | 1,387 | 0.04% | 0.03% | 557 | -200 | -1.32% | Q1 2026 | May 04, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 14,834 | 1,379 | 0.05% | 0.04% | 558 | +10,283 | 225.95% | Q1 2026 | May 15, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 14,884 | 1,378 | 0.41% | 0.36% | 559 | -188 | -1.25% | Q1 2026 | Apr 16, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 14,701 | 1,367 | 0.02% | 0.02% | 560 | +1,213 | 8.99% | Q1 2026 | Apr 22, 2026 |
| Great Diamond Partners, LLC | History | Added to | 14,683 | 1,365 | 0.26% | 0.2% | 561 | +745 | 5.35% | Q1 2026 | May 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 14,674 | 1,364 | 0.07% | 0.06% | 562 | +57 | 0.39% | Q1 2026 | Apr 13, 2026 |
| Vertrix Wealth Management, LLC | History | New | 14,651 | 1,362 | 0.5% | — | 563 | +14,651 | New | Q1 2026 | Apr 24, 2026 |
| GFS Advisors, LLC | History | Reduced | 25,000 | 1,357 | 0.17% | 0.28% | 564 | -6,692 | -21.12% | Q1 2026 | Apr 30, 2026 |
| Miller Global Investments, LLC | History | Reduced | 14,591 | 1,356 | 1.24% | 0.99% | 565 | -297 | -1.99% | Q1 2026 | Apr 06, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 14,500 | 1,348 | 0.5% | 0.39% | 566 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Reduced | 14,490 | 1,347 | 0.25% | 0.22% | 567 | -400 | -2.69% | Q1 2026 | Apr 22, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 14,709 | 1,344 | 0.02% | 0.02% | 568 | +2,775 | 23.25% | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | Reduced | 14,306 | 1,330 | 0.17% | 0.13% | 569 | -175 | -1.21% | Q1 2026 | Apr 30, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 14,161 | 1,317 | 0.02% | 0.02% | 570 | +786 | 5.88% | Q1 2026 | May 14, 2026 |
| TORONTO DOMINION BANK | History | Added to | 14,122 | 1,315 | 0.0% | 0.0% | 571 | +729 | 5.44% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,125 | 1,313 | 0.03% | 0.02% | 572 | +495 | 3.63% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | Reduced | 14,125 | 1,313 | 0.11% | 0.09% | 573 | -21 | -0.15% | Q1 2026 | May 07, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 14,010 | 1,302 | 0.19% | 0.15% | 574 | +976 | 7.49% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 13,993 | 1,301 | 0.03% | 0.02% | 575 | +419 | 3.09% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 13,945 | 1,296 | 0.08% | 0.07% | 576 | -856 | -5.78% | Q1 2026 | May 15, 2026 |
| Emerald Investment Advisers, LLC | History | New | 13,911 | 1,293 | 0.12% | — | 578 | +13,911 | New | Q1 2026 | May 11, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 13,913 | 1,293 | 0.07% | 0.05% | 577 | +5,182 | 59.35% | Q1 2026 | May 11, 2026 |
| LEE DANNER & BASS INC | History | No change | 13,703 | 1,274 | 0.08% | 0.07% | 579 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 13,531 | 1,254 | 0.07% | 0.05% | 580 | +35 | 0.26% | Q1 2026 | May 14, 2026 |
| NORDEN GROUP LLC | History | Reduced | 13,472 | 1,252 | 0.12% | 0.1% | 581 | -295 | -2.14% | Q1 2026 | Apr 15, 2026 |
| Everstar Asset Management, LLC | History | Added to | 13,296 | 1,236 | 0.66% | 0.51% | 582 | +461 | 3.59% | Q1 2026 | Apr 16, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 13,273 | 1,234 | 0.1% | 0.07% | 583 | +125 | 0.95% | Q1 2026 | May 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 13,264 | 1,233 | 0.05% | 0.03% | 584 | -2,064 | -13.47% | Q1 2026 | Apr 24, 2026 |
| Intrua Financial, LLC | History | Reduced | 13,264 | 1,233 | 0.13% | 0.11% | 585 | -876 | -6.2% | Q1 2026 | Apr 23, 2026 |
| EPG Wealth Management LLC | History | Added to | 13,239 | 1,231 | 0.33% | 0.26% | 586 | +280 | 2.16% | Q1 2026 | May 07, 2026 |
| Rodgers Brothers Inc. | History | Reduced | 13,200 | 1,227 | 0.14% | 0.12% | 587 | -175 | -1.31% | Q1 2026 | May 14, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 13,149 | 1,222 | 0.05% | 0.04% | 588 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Altshuler Shaham Ltd | History | Reduced | 13,109 | 1,219 | 0.02% | 0.02% | 589 | -1,491 | -10.21% | Q1 2026 | May 18, 2026 |
| Ethic Inc. | History | Added to | 13,004 | 1,209 | 0.02% | 0.01% | 590 | +995 | 8.29% | Q1 2026 | Apr 27, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 12,947 | 1,204 | 0.02% | 0.02% | 591 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Family Manage LLC | History | Reduced | 12,940 | 1,203 | 0.14% | 0.65% | 592 | -57,561 | -81.65% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Reduced | 12,926 | 1,202 | 0.05% | 0.04% | 593 | -155 | -1.18% | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 12,913 | 1,201 | 0.04% | 0.03% | 594 | -1,745 | -11.9% | Q1 2026 | Apr 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 15,441 | 1,197 | 0.01% | 0.01% | 595 | +4,174 | 37.05% | Q1 2026 | May 15, 2026 |
| SYON CAPITAL LLC | History | Added to | 12,829 | 1,193 | 0.06% | 0.04% | 596 | +1,230 | 10.6% | Q1 2026 | May 13, 2026 |
| One Wealth Advisors, LLC | History | Added to | 12,703 | 1,181 | 0.15% | 0.11% | 597 | +223 | 1.79% | Q1 2026 | Apr 21, 2026 |
| ClearAlpha Technologies LP | History | New | 12,664 | 1,177 | 2.42% | — | 599 | +12,664 | New | Q1 2026 | May 15, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 12,659 | 1,177 | 0.83% | 0.68% | 598 | -185 | -1.44% | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 12,655 | 1,176 | 0.22% | 0.18% | 600 | -149 | -1.16% | Q1 2026 | Apr 28, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 12,636 | 1,175 | 0.02% | 0.01% | 601 | +2,762 | 27.97% | Q1 2026 | May 11, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 12,468 | 1,159 | 0.43% | 0.34% | 602 | +179 | 1.46% | Q1 2026 | May 18, 2026 |
| M Holdings Securities, Inc. | History | Added to | 13,091 | 1,148 | 0.08% | 0.07% | 603 | +355 | 2.79% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 12,338 | 1,147 | 0.02% | 0.01% | 604 | +535 | 4.53% | Q1 2026 | Apr 17, 2026 |
| GM Advisory Group, LLC | History | New | 12,331 | 1,146 | 0.04% | — | 606 | +12,331 | New | Q1 2026 | Apr 28, 2026 |
| Hayek Kallen Investment Management | History | New | 12,323 | 1,146 | 0.37% | — | 605 | +12,323 | New | Q1 2026 | May 15, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 12,308 | 1,144 | 0.05% | 0.04% | 607 | -500 | -3.9% | Q1 2026 | Apr 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 12,287 | 1,142 | 0.02% | 0.06% | 608 | -25,954 | -67.87% | Q1 2026 | Apr 27, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 12,264 | 1,140 | 0.06% | 0.05% | 609 | +103 | 0.85% | Q1 2026 | May 14, 2026 |
| INTRUST BANK NA | History | Added to | 12,222 | 1,136 | 0.09% | 0.07% | 610 | +858 | 7.55% | Q1 2026 | May 06, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 12,216 | 1,136 | 0.08% | 0.07% | 611 | -849 | -6.5% | Q1 2026 | May 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 12,098 | 1,125 | 0.02% | 0.02% | 612 | -463 | -3.69% | Q1 2026 | Apr 14, 2026 |
| LEUTHOLD GROUP, LLC | History | New | 11,991 | 1,115 | 0.12% | — | 613 | +11,991 | New | Q1 2026 | May 06, 2026 |
| HM PAYSON & CO | History | Reduced | 11,980 | 1,114 | 0.02% | 0.01% | 614 | -1,806 | -13.1% | Q1 2026 | Apr 13, 2026 |
| Avantra Family Wealth, Inc. | History | Reduced | 11,868 | 1,103 | 0.82% | 0.81% | 615 | -3,305 | -21.78% | Q1 2026 | Apr 22, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 11,761 | 1,093 | 0.02% | 0.01% | 616 | +601 | 5.39% | Q1 2026 | May 05, 2026 |
| Net Worth Advisory Group | History | Reduced | 11,762 | 1,093 | 0.23% | 0.18% | 617 | -265 | -2.2% | Q1 2026 | May 05, 2026 |
| Gallacher Capital Management LLC | History | Added to | 11,718 | 1,089 | 0.42% | 0.31% | 618 | +846 | 7.78% | Q1 2026 | May 05, 2026 |
| PDS Planning, Inc | History | Added to | 11,709 | 1,088 | 0.07% | 0.06% | 619 | +8 | 0.07% | Q1 2026 | Apr 21, 2026 |
| SUMMITRY LLC | History | Added to | 11,692 | 1,087 | 0.04% | 0.04% | 620 | +184 | 1.6% | Q1 2026 | May 22, 2026 |
| COWA, LLC | History | Reduced | 11,646 | 1,083 | 0.29% | 0.27% | 621 | -541 | -4.44% | Q1 2026 | May 14, 2026 |
| SCHULHOFF & CO INC | History | Added to | 11,635 | 1,082 | 0.44% | 0.36% | 622 | +13 | 0.11% | Q1 2026 | May 11, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 11,584 | 1,077 | 0.0% | — | 624 | +11,584 | New | Q1 2026 | May 12, 2026 |
| Fractal Investments LLC | History | Added to | 11,588 | 1,077 | 0.13% | 0.08% | 623 | +4,088 | 54.51% | Q1 2026 | Apr 13, 2026 |
| Crescent Sterling, Ltd. | History | Reduced | 11,570 | 1,076 | 1.04% | 0.91% | 625 | -578 | -4.76% | Q1 2026 | Apr 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 11,540 | 1,073 | 0.01% | 0.0% | 626 | +2,593 | 28.98% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 11,534 | 1,072 | 0.02% | 0.01% | 627 | +2,521 | 27.97% | Q1 2026 | May 01, 2026 |
| Hudson Portfolio Management LLC | History | No change | 11,472 | 1,066 | 0.9% | 0.72% | 628 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MOTCO | History | Reduced | 11,431 | 1,063 | 0.1% | 0.08% | 629 | -1,031 | -8.27% | Q1 2026 | Apr 22, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 11,340 | 1,054 | 0.01% | 0.0% | 631 | +5,241 | 85.93% | Q1 2026 | May 15, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 11,336 | 1,054 | 0.04% | 0.03% | 630 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 11,316 | 1,052 | 0.01% | 0.01% | 632 | -3,460 | -23.42% | Q1 2026 | May 15, 2026 |
| MSH Capital Advisors LLC | History | Added to | 11,317 | 1,052 | 0.22% | 0.16% | 633 | +967 | 9.34% | Q1 2026 | May 08, 2026 |
| CENTRAL TRUST Co | History | Reduced | 11,205 | 1,042 | 0.02% | 0.02% | 634 | -283 | -2.46% | Q1 2026 | Apr 17, 2026 |
| Wedmont Private Capital | History | Reduced | 11,327 | 1,042 | 0.03% | 0.03% | 635 | -108 | -0.94% | Q1 2026 | Apr 09, 2026 |
| INGALLS & SNYDER LLC | History | No change | 11,197 | 1,041 | 0.04% | 0.03% | 636 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 11,135 | 1,035 | 0.05% | 0.04% | 637 | +84 | 0.76% | Q1 2026 | Apr 28, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | No change | 11,100 | 1,032 | 0.14% | 0.11% | 638 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 11,080 | 1,030 | 0.14% | 0.12% | 639 | -514 | -4.43% | Q1 2026 | May 15, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 11,060 | 1,028 | 0.05% | 0.04% | 640 | -2,067 | -15.75% | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 11,053 | 1,027 | 0.1% | 0.1% | 641 | +387 | 3.63% | Q1 2026 | Apr 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 10,986 | 1,018 | 0.06% | 0.04% | 642 | -326 | -2.88% | Q1 2026 | Apr 24, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 10,891 | 1,012 | 0.03% | 0.03% | 643 | -201 | -1.81% | Q1 2026 | Apr 22, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 10,879 | 1,011 | 0.04% | 0.03% | 644 | -479 | -4.22% | Q1 2026 | May 06, 2026 |
| Banco de Sabadell, S.A | History | Added to | 10,835 | 1,009 | 0.67% | 0.5% | 645 | +300 | 2.85% | Q1 2026 | May 08, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 10,825 | 1,006 | 0.15% | 0.12% | 646 | -737 | -6.37% | Q1 2026 | May 04, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 10,753 | 1,000 | 0.11% | 0.09% | 647 | -74 | -0.68% | Q1 2026 | May 08, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 10,697 | 994 | 0.03% | 0.03% | 648 | +3 | 0.03% | Q1 2026 | Apr 17, 2026 |
| Finivi Inc. | History | Reduced | 10,638 | 989 | 0.54% | 0.47% | 651 | -326 | -2.97% | Q1 2026 | Apr 10, 2026 |
| NWAM LLC | History | Reduced | 10,642 | 989 | 0.06% | 0.04% | 649 | -268 | -2.46% | Q1 2026 | May 04, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Reduced | 10,636 | 989 | 0.44% | 0.3% | 650 | -17 | -0.16% | Q1 2026 | May 08, 2026 |
| Smithfield Trust Co | History | No change | 10,524 | 980 | 0.04% | 0.03% | 652 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 10,521 | 978 | 0.02% | 0.01% | 653 | -757 | -6.71% | Q1 2026 | May 15, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 10,449 | 971 | 0.45% | 0.41% | 654 | -1,561 | -13.0% | Q1 2026 | Apr 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 10,395 | 966 | 0.03% | 0.02% | 655 | +125 | 1.22% | Q1 2026 | Apr 08, 2026 |
| CREDIT AGRICOLE S A | History | New | 10,370 | 964 | 0.0% | — | 656 | +10,370 | New | Q1 2026 | May 15, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 10,709 | 962 | 0.06% | 0.1% | 657 | -10,255 | -48.92% | Q1 2026 | Apr 20, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 10,341 | 961 | 0.09% | 0.07% | 658 | +438 | 4.42% | Q1 2026 | Apr 10, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 10,285 | 956 | 0.07% | 0.06% | 659 | -142 | -1.36% | Q1 2026 | May 05, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 10,252 | 953 | 0.09% | 0.07% | 660 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 10,244 | 952 | 0.06% | 0.05% | 662 | -38 | -0.37% | Q1 2026 | Apr 28, 2026 |
| Shoker Investment Counsel, Inc. | History | Reduced | 10,237 | 952 | 0.28% | 0.22% | 661 | -16 | -0.16% | Q1 2026 | May 11, 2026 |
| Haverford Trust Co | History | Reduced | 10,178 | 946 | 0.01% | 0.01% | 663 | -1,091 | -9.68% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 10,162 | 945 | 0.01% | 0.0% | 664 | +4,192 | 70.22% | Q1 2026 | May 08, 2026 |
| Pingora Partners LLC | History | Reduced | 10,170 | 945 | 0.56% | 0.46% | 665 | -100 | -0.97% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 10,102 | 939 | 0.01% | 0.01% | 666 | -525 | -4.94% | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 12,737 | 935 | 0.07% | 0.07% | 667 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LOM Asset Management Ltd | History | No change | 10,050 | 934 | 0.27% | 0.21% | 668 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Aull & Monroe Investment Management Corp | History | Reduced | 10,021 | 931 | 0.43% | 0.38% | 669 | -405 | -3.88% | Q1 2026 | Apr 21, 2026 |
| Landmark Wealth Management, LLC | History | New | 10,000 | 930 | 0.25% | — | 671 | +10,000 | New | Q1 2026 | Apr 29, 2026 |
| Payne Capital LLC | History | No change | 10,000 | 930 | 0.85% | 0.75% | 670 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Fiera Capital Corp | History | Added to | 9,997 | 929 | 0.0% | 0.0% | 672 | +925 | 10.2% | Q1 2026 | May 12, 2026 |
| SALT Holding Corp. | History | No change | 9,938 | 924 | 0.56% | 0.57% | 673 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 10,333 | 918 | 0.02% | 0.01% | 674 | +5,968 | 136.72% | Q1 2026 | May 01, 2026 |
| Greenspring Advisors, LLC | History | Added to | 9,813 | 912 | 0.06% | 0.04% | 675 | +1,330 | 15.68% | Q1 2026 | May 04, 2026 |
| W ADVISORS, LLC | History | No change | 9,764 | 908 | 0.47% | 0.36% | 676 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sigma Planning Corp | History | Reduced | 9,656 | 898 | 0.02% | 0.02% | 677 | -574 | -5.61% | Q1 2026 | May 04, 2026 |
| Pitcairn Wealth Advisors LLC | History | Added to | 12,201 | 896 | 0.08% | 0.06% | 678 | +2,641 | 27.63% | Q1 2026 | May 13, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Reduced | 9,630 | 895 | 0.2% | 0.18% | 679 | -5 | -0.05% | Q1 2026 | May 11, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 9,566 | 889 | 0.27% | 0.18% | 681 | +1,233 | 14.8% | Q1 2026 | Apr 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 9,568 | 889 | 0.02% | 0.01% | 680 | +973 | 11.32% | Q1 2026 | Apr 15, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 9,549 | 888 | 0.61% | 0.43% | 682 | +1,697 | 21.61% | Q1 2026 | Apr 15, 2026 |
| Choate Investment Advisors | History | Reduced | 9,542 | 887 | 0.02% | 0.01% | 683 | -472 | -4.71% | Q1 2026 | May 13, 2026 |
| Arkos Global Advisors | History | No change | 9,525 | 886 | 0.11% | 0.09% | 684 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Artesa Financial Group, LLC | History | Added to | 9,518 | 885 | 0.84% | 0.72% | 685 | +1 | 0.01% | Q1 2026 | Apr 21, 2026 |
| PFG Advisors | History | Added to | 9,487 | 882 | 0.04% | 0.03% | 686 | +1,423 | 17.65% | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 9,441 | 878 | 0.07% | 0.05% | 687 | -111 | -1.16% | Q1 2026 | Apr 14, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 9,422 | 876 | 0.05% | 0.05% | 688 | -2,212 | -19.01% | Q1 2026 | Apr 27, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 9,404 | 874 | 0.04% | 0.03% | 690 | +132 | 1.42% | Q1 2026 | May 04, 2026 |
| Penbrook Management LLC | History | No change | 9,400 | 874 | 0.66% | 0.48% | 689 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VeraBank, N.A. | History | Reduced | 9,391 | 873 | 0.16% | 0.13% | 691 | -183 | -1.91% | Q1 2026 | May 11, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 9,345 | 869 | 0.02% | 0.03% | 692 | -11,292 | -54.72% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 9,272 | 862 | 0.0% | 0.0% | 693 | -5,836 | -38.63% | Q1 2026 | Apr 29, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 9,270 | 862 | 0.28% | 0.28% | 694 | -2,468 | -21.03% | Q1 2026 | Apr 08, 2026 |
| Frec Markets, Inc. | History | Added to | 9,260 | 861 | 0.15% | 0.15% | 695 | +2,477 | 36.52% | Q1 2026 | May 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 9,257 | 860 | 0.0% | 0.0% | 696 | +1,053 | 12.84% | Q1 2026 | May 12, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 9,250 | 860 | 0.12% | 0.1% | 697 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Simplicity Wealth,LLC | History | Added to | 9,189 | 854 | 0.05% | 0.04% | 698 | +88 | 0.97% | Q1 2026 | Apr 30, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 9,058 | 842 | 0.03% | 0.02% | 699 | -638 | -6.58% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 9,052 | 841 | 0.01% | 0.01% | 700 | +2,221 | 32.51% | Q1 2026 | May 13, 2026 |
| Core Wealth Partners LLC | History | No change | 9,049 | 841 | 0.39% | 0.3% | 701 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 9,010 | 837 | 0.17% | 0.14% | 702 | -60 | -0.66% | Q1 2026 | Apr 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 8,926 | 830 | 0.01% | 0.0% | 703 | +5,356 | 150.03% | Q1 2026 | May 11, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 8,907 | 828 | 0.11% | 0.09% | 704 | -700 | -7.29% | Q1 2026 | Apr 27, 2026 |
| Larson Financial Group LLC | History | Added to | 8,883 | 826 | 0.03% | 0.01% | 705 | +3,804 | 74.9% | Q1 2026 | May 15, 2026 |
| Capula Management Ltd | History | New | 8,800 | 818 | 0.01% | — | 707 | +8,800 | New | Q1 2026 | May 14, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 8,802 | 818 | 0.05% | 0.02% | 706 | +2,897 | 49.06% | Q1 2026 | May 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 8,779 | 816 | 0.02% | 0.02% | 708 | -500 | -5.39% | Q1 2026 | Apr 23, 2026 |
| Fruth Investment Management | History | Reduced | 8,776 | 816 | 0.2% | 0.18% | 709 | -70 | -0.79% | Q1 2026 | Apr 21, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 8,749 | 813 | 0.09% | 0.07% | 710 | -150 | -1.69% | Q1 2026 | May 01, 2026 |
| Indivisible Partners | History | Added to | 8,724 | 811 | 0.07% | 0.06% | 712 | +1,444 | 19.84% | Q1 2026 | Apr 30, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Reduced | 8,720 | 811 | 0.3% | 0.28% | 711 | -905 | -9.4% | Q1 2026 | Apr 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 8,705 | 809 | 0.01% | 0.01% | 713 | -2,099 | -19.43% | Q1 2026 | May 04, 2026 |
| Henry James International Management Inc. | History | Added to | 8,690 | 808 | 0.29% | 0.2% | 714 | +4 | 0.05% | Q1 2026 | Apr 10, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 8,636 | 803 | 0.02% | 0.02% | 715 | +436 | 5.32% | Q1 2026 | Apr 15, 2026 |
| Old North State Trust, LLC | History | Added to | 8,603 | 800 | 0.48% | 0.34% | 717 | +746 | 9.49% | Q1 2026 | May 13, 2026 |
| Radnor Capital Management, LLC | History | No change | 8,610 | 800 | 0.12% | 0.09% | 716 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 8,579 | 797 | 0.18% | 0.14% | 718 | -30 | -0.35% | Q1 2026 | Apr 10, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 8,566 | 796 | 0.02% | 0.02% | 719 | +690 | 8.76% | Q1 2026 | Apr 24, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 8,556 | 795 | 0.14% | 0.12% | 720 | +17 | 0.2% | Q1 2026 | Apr 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 8,530 | 793 | 0.02% | 0.02% | 721 | +1,323 | 18.36% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 8,518 | 792 | 0.03% | 0.02% | 722 | -59 | -0.69% | Q1 2026 | Apr 22, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 8,507 | 791 | 0.24% | 0.21% | 723 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 8,501 | 790 | 0.19% | 0.15% | 724 | +53 | 0.63% | Q1 2026 | Apr 08, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 8,492 | 789 | 0.3% | 0.21% | 725 | +1,366 | 19.17% | Q1 2026 | May 14, 2026 |
| Plan A Wealth LLC | History | Added to | 8,479 | 788 | 0.38% | 0.3% | 726 | +51 | 0.61% | Q1 2026 | May 15, 2026 |
| Ignite Planners, LLC | History | Added to | 8,451 | 785 | 0.12% | 0.1% | 727 | +18 | 0.21% | Q1 2026 | Apr 17, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 8,432 | 784 | 0.05% | 0.04% | 728 | +56 | 0.67% | Q1 2026 | Apr 17, 2026 |
| Larry Mathis Financial Planning, LLC | History | Reduced | 8,430 | 783 | 0.7% | 0.56% | 729 | -144 | -1.68% | Q1 2026 | Apr 21, 2026 |
| Inscription Capital, LLC | History | Added to | 8,415 | 782 | 0.08% | 0.06% | 730 | +19 | 0.23% | Q1 2026 | Apr 20, 2026 |
| PHILADELPHIA TRUST CO | History | Added to | 8,367 | 778 | 0.05% | 0.04% | 731 | +17 | 0.2% | Q1 2026 | May 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 8,327 | 774 | 0.35% | 0.29% | 732 | -450 | -5.13% | Q1 2026 | Apr 24, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 9,088 | 771 | 0.05% | 0.05% | 733 | -372 | -3.93% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 8,276 | 769 | 0.02% | 0.01% | 734 | +66 | 0.8% | Q1 2026 | May 04, 2026 |
| Pullen Investment Management, LLC | History | Added to | 8,247 | 766 | 0.38% | 0.32% | 735 | +30 | 0.37% | Q1 2026 | Apr 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 8,214 | 763 | 0.02% | 0.01% | 736 | -273 | -3.22% | Q1 2026 | Apr 21, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | No change | 8,212 | 763 | 0.18% | 0.14% | 737 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| InTrack Investment Management Inc | History | Reduced | 8,198 | 762 | 0.43% | 0.4% | 738 | -1,668 | -16.91% | Q1 2026 | Apr 06, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 8,166 | 759 | 0.01% | 0.01% | 740 | +737 | 9.92% | Q1 2026 | May 05, 2026 |
| NBT BANK N A /NY | History | Reduced | 8,166 | 759 | 0.05% | 0.04% | 739 | -32 | -0.39% | Q1 2026 | Apr 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 8,155 | 758 | 0.06% | 0.03% | 741 | +2,817 | 52.77% | Q1 2026 | May 15, 2026 |
| EADS & HEALD WEALTH MANAGEMENT | History | Added to | 8,141 | 757 | 0.38% | 0.24% | 742 | +1,465 | 21.94% | Q1 2026 | Apr 29, 2026 |
| MAIRS & POWER INC | History | Added to | 8,132 | 756 | 0.01% | 0.01% | 743 | +628 | 8.37% | Q1 2026 | May 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 8,138 | 756 | 0.04% | 0.04% | 744 | -197 | -2.36% | Q1 2026 | May 13, 2026 |
| XXI WEALTH, LLC | History | Added to | 8,129 | 755 | 0.43% | 0.28% | 745 | +1,846 | 29.38% | Q1 2026 | May 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 8,452 | 754 | 0.01% | 0.01% | 746 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| National Philanthropic Trust | History | Added to | 8,079 | 751 | 0.01% | 0.01% | 747 | +28 | 0.35% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 8,046 | 748 | 0.05% | 0.0% | 748 | +7,573 | 1601.06% | Q1 2026 | May 08, 2026 |
| Bayesian Capital Management, LP | History | New | 8,043 | 747 | 0.91% | — | 749 | +8,043 | New | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Added to | 8,032 | 746 | 0.0% | 0.0% | 750 | +458 | 6.05% | Q1 2026 | May 14, 2026 |
| R.H. Dinel Investment Counsel, Inc. | History | No change | 8,015 | 745 | 0.6% | 0.43% | 751 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Fielder Capital Group LLC | History | Added to | 8,005 | 744 | 0.16% | 0.12% | 752 | +590 | 7.96% | Q1 2026 | May 12, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 7,983 | 742 | 0.49% | 0.39% | 753 | +69 | 0.87% | Q1 2026 | May 08, 2026 |
| Orion Investment Co | History | No change | 7,989 | 742 | 0.24% | 0.18% | 754 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Aries Wealth Management | History | Reduced | 7,962 | 740 | 0.16% | 0.13% | 755 | -35 | -0.44% | Q1 2026 | May 14, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 7,940 | 738 | 0.23% | 0.18% | 756 | +587 | 7.98% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 7,926 | 737 | 0.07% | 0.05% | 757 | -322 | -3.9% | Q1 2026 | Apr 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 7,906 | 735 | 0.03% | 0.02% | 758 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ascent Group, LLC | History | Added to | 7,903 | 734 | 0.03% | 0.02% | 759 | +1,824 | 30.0% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 7,888 | 733 | 0.01% | 0.0% | 760 | +4,185 | 113.02% | Q1 2026 | May 14, 2026 |
| Clarius Group, LLC | History | No change | 9,969 | 732 | 0.04% | 0.04% | 761 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Twin Tree Management, LP | History | Reduced | 7,864 | 731 | 0.02% | 0.01% | 762 | -3,536 | -31.02% | Q1 2026 | May 14, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 7,852 | 730 | 0.01% | 0.01% | 763 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bellevue Group AG | History | New | 7,844 | 729 | 0.02% | — | 764 | +7,844 | New | Q1 2026 | May 14, 2026 |
| Vann Equity Management LLC | History | New | 7,820 | 727 | 0.52% | — | 765 | +7,820 | New | Q1 2026 | May 08, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 8,140 | 723 | 0.05% | 0.02% | 767 | +3,208 | 65.04% | Q1 2026 | May 12, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 7,781 | 723 | 0.03% | 0.03% | 766 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 7,759 | 722 | 0.05% | 0.04% | 768 | -610 | -7.29% | Q1 2026 | May 13, 2026 |
| WELCH & FORBES LLC | History | Reduced | 7,753 | 721 | 0.01% | 0.01% | 769 | -83 | -1.06% | Q1 2026 | May 01, 2026 |
| Probity Advisors, Inc. | History | Added to | 7,758 | 721 | 0.11% | 0.09% | 770 | +17 | 0.22% | Q1 2026 | Apr 28, 2026 |
| Busey Bank | History | Reduced | 7,747 | 720 | 0.02% | 0.02% | 771 | -4,592 | -37.22% | Q1 2026 | Apr 28, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 7,668 | 713 | 0.0% | 0.0% | 772 | -10 | -0.13% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 7,731 | 712 | 0.04% | 0.03% | 773 | -200 | -2.52% | Q1 2026 | May 12, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 7,640 | 710 | 0.04% | 0.03% | 774 | -360 | -4.5% | Q1 2026 | May 07, 2026 |
| AMG National Trust Bank | History | Added to | 7,619 | 708 | 0.02% | 0.01% | 776 | +1,395 | 22.41% | Q1 2026 | May 04, 2026 |
| Estabrook Capital Management | History | No change | 7,615 | 708 | 0.1% | 0.08% | 775 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DMC Group, LLC | History | Reduced | 7,609 | 707 | 0.48% | 0.38% | 777 | -84 | -1.09% | Q1 2026 | Apr 30, 2026 |
| SCP Investment, LP | History | Reduced | 7,600 | 706 | 0.78% | 1.6% | 778 | -19,000 | -71.43% | Q1 2026 | May 12, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 7,547 | 701 | 0.03% | 0.02% | 779 | -1,663 | -18.06% | Q1 2026 | May 14, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 7,535 | 700 | 0.04% | 0.02% | 780 | +2,347 | 45.24% | Q1 2026 | Apr 29, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 7,516 | 699 | 0.07% | 0.04% | 782 | +1,357 | 22.03% | Q1 2026 | May 05, 2026 |
| Mattern Wealth Management LLC | History | No change | 7,520 | 699 | 0.14% | 0.11% | 781 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 7,501 | 697 | 0.0% | 0.01% | 783 | -40,750 | -84.45% | Q1 2026 | May 13, 2026 |
| First National Bank of Hutchinson | History | Added to | 7,498 | 697 | 0.45% | 0.3% | 784 | +547 | 7.87% | Q1 2026 | May 04, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 8,006 | 695 | 0.14% | 0.13% | 785 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ALBERT D MASON INC | History | Reduced | 7,471 | 694 | 0.45% | 0.37% | 786 | -185 | -2.42% | Q1 2026 | Apr 15, 2026 |
| Sendero Wealth Management, LLC | History | Reduced | 7,441 | 692 | 0.08% | 0.09% | 787 | -3,322 | -30.87% | Q1 2026 | Apr 22, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Reduced | 7,432 | 691 | 0.03% | 0.03% | 789 | -1,194 | -13.84% | Q1 2026 | May 11, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 7,436 | 691 | 0.21% | 0.16% | 788 | +2 | 0.03% | Q1 2026 | May 12, 2026 |
| West Family Investments, Inc. | History | Reduced | 7,408 | 688 | 0.24% | 0.36% | 791 | -13,314 | -64.25% | Q1 2026 | May 07, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 7,398 | 688 | 0.08% | 0.06% | 790 | -23 | -0.31% | Q1 2026 | Apr 24, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 7,393 | 687 | 0.11% | 0.09% | 792 | -70 | -0.94% | Q1 2026 | May 01, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 7,369 | 685 | 0.04% | 0.03% | 793 | -325 | -4.22% | Q1 2026 | May 12, 2026 |
| Councilmark Asset Management, LLC | History | No change | 7,355 | 684 | 0.39% | 0.3% | 794 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Plancorp, LLC | History | No change | 7,413 | 683 | 0.02% | 0.02% | 795 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Bogart Wealth, LLC | History | Reduced | 7,265 | 675 | 0.03% | 0.02% | 796 | -271 | -3.6% | Q1 2026 | Apr 28, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 7,257 | 674 | 0.03% | 0.01% | 797 | +3,672 | 102.43% | Q1 2026 | Apr 15, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 9,168 | 673 | 1.02% | 1.02% | 798 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Investment Research Partners LLC | History | Reduced | 7,233 | 672 | 0.27% | 0.25% | 799 | -582 | -7.45% | Q1 2026 | Apr 29, 2026 |
| Global Trust Asset Management, LLC | History | No change | 7,225 | 671 | 0.26% | 0.21% | 800 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sovran Advisors, LLC | History | Added to | 7,389 | 669 | 0.05% | 0.03% | 803 | +2,378 | 47.46% | Q1 2026 | May 01, 2026 |
| AlTi Global, Inc. | History | Reduced | 7,200 | 669 | 0.01% | 0.01% | 802 | -2,198 | -23.39% | Q1 2026 | May 07, 2026 |
| Clearstead Trust, LLC | History | Reduced | 7,199 | 669 | 0.11% | 0.09% | 801 | -710 | -8.98% | Q1 2026 | May 06, 2026 |
| Investors Research Corp | History | Reduced | 7,163 | 666 | 0.13% | 0.14% | 804 | -2,944 | -29.13% | Q1 2026 | Apr 03, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 7,151 | 665 | 0.01% | 0.01% | 805 | +648 | 9.96% | Q1 2026 | May 05, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 7,112 | 661 | 0.0% | 0.0% | 807 | -432 | -5.73% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 7,109 | 661 | 0.01% | 0.01% | 806 | -161 | -2.21% | Q1 2026 | May 11, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 7,100 | 660 | 0.07% | 0.07% | 809 | -2,770 | -28.06% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | Added to | 7,097 | 660 | 0.01% | 0.01% | 808 | +394 | 5.88% | Q1 2026 | Apr 07, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 7,081 | 658 | 0.0% | 0.0% | 810 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Select Asset Management & Trust | History | No change | 7,074 | 658 | 0.21% | 0.16% | 811 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 7,059 | 656 | 0.19% | 0.28% | 812 | -17,222 | -70.93% | Q1 2026 | Apr 24, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 7,057 | 656 | 0.24% | 0.19% | 813 | -73 | -1.02% | Q1 2026 | Apr 22, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 6,980 | 649 | 0.14% | 0.1% | 814 | -108 | -1.52% | Q1 2026 | Apr 13, 2026 |
| Argent Trust Co | History | Added to | 6,968 | 648 | 0.02% | 0.01% | 816 | +1,065 | 18.04% | Q1 2026 | May 13, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 6,973 | 648 | 0.04% | 0.03% | 815 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 6,933 | 644 | 0.21% | 0.18% | 818 | -685 | -8.99% | Q1 2026 | Apr 22, 2026 |
| Seed Wealth Management, Inc. | History | No change | 6,927 | 644 | 0.44% | 0.35% | 817 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 6,923 | 643 | 0.08% | 0.07% | 819 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Reduced | 6,885 | 640 | 0.1% | 0.08% | 821 | -300 | -4.18% | Q1 2026 | May 04, 2026 |
| FARMERS TRUST CO | History | Reduced | 6,885 | 640 | 0.1% | 0.08% | 820 | -107 | -1.53% | Q1 2026 | Apr 07, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 6,845 | 636 | 0.01% | 0.01% | 822 | +1,327 | 24.05% | Q1 2026 | Apr 10, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 6,830 | 635 | 0.01% | 0.01% | 823 | -300 | -4.21% | Q1 2026 | May 12, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 6,924 | 632 | 0.04% | 0.02% | 824 | +1,494 | 27.51% | Q1 2026 | Apr 20, 2026 |
| New Republic Capital, LLC | History | Reduced | 6,785 | 631 | 0.21% | 0.2% | 825 | -3,610 | -34.73% | Q1 2026 | May 01, 2026 |
| Brookstone Capital Management | History | Added to | 6,779 | 630 | 0.01% | 0.0% | 827 | +1,290 | 23.5% | Q1 2026 | Apr 16, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 8,574 | 630 | 0.05% | 0.05% | 826 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Portland Global Advisors LLC | History | Reduced | 6,770 | 629 | 0.07% | 0.06% | 828 | -1,435 | -17.49% | Q1 2026 | May 11, 2026 |
| Avant Capital LLC | History | No change | 6,748 | 627 | 0.44% | 0.34% | 829 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Broyhill Asset Management, LLC | History | Added to | 6,740 | 626 | 0.58% | 0.31% | 831 | +2,000 | 42.19% | Q1 2026 | May 06, 2026 |
| CERTUITY, LLC | History | Reduced | 6,734 | 626 | 0.04% | 0.03% | 830 | -75 | -1.1% | Q1 2026 | May 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 6,719 | 624 | 0.01% | 0.01% | 833 | -164 | -2.38% | Q1 2026 | May 01, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 6,711 | 624 | 0.07% | 0.05% | 832 | -8 | -0.12% | Q1 2026 | Apr 28, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 6,662 | 619 | 0.06% | 0.06% | 836 | -1,457 | -17.95% | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 6,656 | 619 | 0.05% | 0.04% | 834 | -368 | -5.24% | Q1 2026 | May 13, 2026 |
| Beacon Capital Management, LLC | History | Added to | 6,665 | 619 | 0.11% | 0.08% | 837 | +49 | 0.74% | Q1 2026 | May 11, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 6,659 | 619 | 0.17% | 0.14% | 835 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 6,654 | 618 | 0.04% | 0.03% | 838 | -197 | -2.88% | Q1 2026 | Apr 29, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 6,611 | 614 | 0.03% | 0.02% | 840 | +2,016 | 43.87% | Q1 2026 | May 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 6,611 | 614 | 0.0% | 0.0% | 839 | +923 | 16.23% | Q1 2026 | May 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 6,616 | 613 | 0.11% | 0.11% | 841 | -3,439 | -34.2% | Q1 2026 | May 12, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 6,583 | 612 | 0.19% | 0.13% | 843 | +937 | 16.6% | Q1 2026 | Apr 17, 2026 |
| BigSur Wealth Management LLC | History | No change | 6,586 | 612 | 0.17% | 0.12% | 842 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Calydon Capital | History | No change | 9,745 | 611 | 0.1% | 0.08% | 844 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CONNING INC. | History | Reduced | 6,566 | 610 | 0.02% | 0.02% | 845 | -1,466 | -18.25% | Q1 2026 | Apr 30, 2026 |
| Cromwell Holdings LLC | History | No change | 6,552 | 609 | 0.34% | 0.26% | 846 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Dorato Capital Management | History | No change | 6,612 | 608 | 0.45% | 0.37% | 847 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Reduced | 6,526 | 606 | 0.19% | 0.18% | 848 | -2,000 | -23.46% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 6,506 | 605 | 0.0% | 0.0% | 849 | -574 | -8.11% | Q1 2026 | May 13, 2026 |
| DAVIS R M INC | History | Reduced | 6,500 | 604 | 0.01% | 0.01% | 850 | -817 | -11.17% | Q1 2026 | May 13, 2026 |
| Nautilus Advisors LLC | History | Reduced | 6,504 | 604 | 0.41% | 0.32% | 852 | -158 | -2.37% | Q1 2026 | Apr 17, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 6,500 | 604 | 0.03% | 0.02% | 851 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Reduced | 6,490 | 603 | 0.26% | 0.2% | 853 | -100 | -1.52% | Q1 2026 | May 01, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 6,461 | 600 | 0.01% | 0.01% | 854 | +42 | 0.65% | Q1 2026 | Apr 27, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 6,455 | 600 | 0.03% | 0.03% | 855 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FORA Capital, LLC | History | New | 6,433 | 598 | 0.04% | — | 858 | +6,433 | New | Q1 2026 | May 14, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 6,433 | 598 | 0.03% | 0.03% | 856 | -397 | -5.81% | Q1 2026 | Apr 23, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 6,683 | 598 | 0.11% | 0.1% | 857 | -10 | -0.15% | Q1 2026 | Apr 29, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 6,421 | 597 | 0.02% | 0.02% | 859 | -679 | -9.56% | Q1 2026 | Apr 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 6,386 | 593 | 0.02% | 0.01% | 860 | +1,741 | 37.48% | Q1 2026 | May 12, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 6,326 | 588 | 0.14% | 0.11% | 861 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 6,306 | 586 | 0.03% | 0.02% | 862 | +191 | 3.12% | Q1 2026 | May 07, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 6,307 | 586 | 0.53% | 0.41% | 863 | +53 | 0.85% | Q1 2026 | May 08, 2026 |
| Rossmore Private Capital | History | No change | 6,308 | 586 | 0.05% | 0.04% | 864 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ancora Advisors LLC | History | Reduced | 6,219 | 578 | 0.01% | 0.01% | 865 | -192 | -2.99% | Q1 2026 | May 15, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Reduced | 6,212 | 577 | 0.35% | 0.26% | 866 | -346 | -5.28% | Q1 2026 | May 15, 2026 |
| Beaton Management Co. Inc. | History | Reduced | 6,190 | 576 | 0.26% | 0.21% | 867 | -200 | -3.13% | Q1 2026 | May 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 6,176 | 574 | 0.02% | 0.02% | 868 | -502 | -7.52% | Q1 2026 | May 14, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 6,167 | 573 | 0.16% | 0.13% | 869 | -235 | -3.67% | Q1 2026 | May 08, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 6,150 | 571 | 0.06% | 0.05% | 870 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hardy Reed LLC | History | Reduced | 6,114 | 568 | 0.04% | 0.03% | 872 | -71 | -1.15% | Q1 2026 | Apr 28, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 6,333 | 568 | 0.18% | 0.15% | 873 | +33 | 0.52% | Q1 2026 | Apr 17, 2026 |
| RiverFront Investment Group, LLC | History | No change | 6,115 | 568 | 0.01% | 0.01% | 871 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 6,089 | 566 | 0.12% | 0.1% | 874 | -49 | -0.8% | Q1 2026 | May 15, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 6,063 | 563 | 0.11% | 0.09% | 875 | +2 | 0.03% | Q1 2026 | May 01, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 6,052 | 562 | 0.0% | 0.0% | 876 | -30,187 | -83.3% | Q1 2026 | May 01, 2026 |
| HAMEL ASSOCIATES, INC. | History | No change | 6,050 | 560 | 0.16% | 0.13% | 877 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Permanens Capital L.P. | History | Reduced | 6,013 | 559 | 0.07% | 0.15% | 878 | -9,197 | -60.47% | Q1 2026 | May 15, 2026 |
| Wallace Advisory Group, LLC | History | Added to | 6,014 | 559 | 0.6% | 0.46% | 879 | +77 | 1.3% | Q1 2026 | Apr 21, 2026 |
| Leonteq Securities AG | History | Added to | 6,000 | 558 | 0.02% | 0.0% | 880 | +4,500 | 300.0% | Q1 2026 | Apr 27, 2026 |
| GQG Partners LLC | History | Reduced | 6,001 | 558 | 0.0% | 0.0% | 882 | -1,306 | -17.87% | Q1 2026 | May 12, 2026 |
| Strategic Advisors LLC | History | No change | 6,000 | 558 | 0.09% | 0.07% | 881 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Asset Advisors Investment Management, LLC | History | No change | 6,000 | 558 | 0.05% | 0.04% | 883 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 5,997 | 557 | 0.2% | 0.16% | 884 | +2 | 0.03% | Q1 2026 | May 11, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 5,947 | 553 | 0.05% | 0.04% | 885 | -125 | -2.06% | Q1 2026 | Apr 21, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 5,930 | 551 | 0.08% | 0.06% | 886 | +707 | 13.54% | Q1 2026 | Apr 30, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 11,600 | 550 | 0.0% | 0.0% | 887 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avestar Capital, LLC | History | Added to | 5,889 | 547 | 0.04% | 0.03% | 888 | +337 | 6.07% | Q1 2026 | May 13, 2026 |
| SFMG, LLC | History | Added to | 5,874 | 546 | 0.04% | 0.02% | 889 | +2,510 | 74.61% | Q1 2026 | May 12, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 5,881 | 546 | 0.14% | 0.1% | 890 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TRUST CO OF VERMONT | History | No change | 7,426 | 545 | 0.02% | 0.02% | 891 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Alessandra Capital Management, LLC | History | Reduced | 5,844 | 543 | 0.46% | 0.39% | 892 | -78 | -1.32% | Q1 2026 | Apr 30, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | Reduced | 5,833 | 542 | 0.11% | 0.13% | 893 | -2,837 | -32.72% | Q1 2026 | Apr 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 5,823 | 541 | 0.02% | 0.02% | 894 | -1,962 | -25.2% | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | Added to | 5,811 | 540 | 0.12% | 0.05% | 895 | +2,737 | 89.04% | Q1 2026 | May 04, 2026 |
| NorthRock Partners, LLC | History | Added to | 5,763 | 536 | 0.01% | 0.01% | 896 | +292 | 5.34% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 5,738 | 533 | 0.06% | 0.04% | 897 | -14 | -0.24% | Q1 2026 | May 11, 2026 |
| Essex Bank | History | Reduced | 5,720 | 531 | 0.12% | 0.1% | 898 | -697 | -10.86% | Q1 2026 | Apr 17, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 5,704 | 530 | 0.01% | 0.01% | 899 | -523 | -8.4% | Q1 2026 | May 06, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 5,684 | 528 | 0.03% | 0.01% | 900 | +2,656 | 87.71% | Q1 2026 | Apr 27, 2026 |
| Community Bank of Raymore | History | No change | 5,650 | 525 | 0.35% | 0.28% | 901 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| REXFORD CAPITAL INC | History | Reduced | 5,609 | 521 | 0.37% | 0.32% | 903 | -79 | -1.39% | Q1 2026 | Apr 23, 2026 |
| WULFF, HANSEN & CO. | History | No change | 5,611 | 521 | 0.53% | 0.35% | 902 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 5,574 | 518 | 0.07% | 0.07% | 904 | -2 | -0.04% | Q1 2026 | May 08, 2026 |
| Bill Few Associates, Inc. | History | Added to | 5,559 | 517 | 0.12% | 0.1% | 905 | +28 | 0.51% | Q1 2026 | Apr 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 5,546 | 515 | 0.01% | 0.01% | 906 | +328 | 6.29% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 5,529 | 514 | 0.04% | 0.03% | 907 | -462 | -7.71% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | Added to | 5,483 | 509 | 0.04% | 0.03% | 908 | +1,185 | 27.57% | Q1 2026 | May 07, 2026 |
| OneAscent Financial Services LLC | History | New | 5,464 | 508 | 0.03% | — | 909 | +5,464 | New | Q1 2026 | Apr 21, 2026 |
| PUZO MICHAEL J | History | No change | 5,450 | 506 | 0.15% | 0.11% | 910 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Added to | 5,439 | 505 | 0.13% | 0.1% | 911 | +245 | 4.72% | Q1 2026 | Apr 09, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 5,430 | 504 | 0.03% | 0.03% | 912 | -190 | -3.38% | Q1 2026 | May 05, 2026 |
| Encompass More Asset Management | History | Added to | 5,430 | 504 | 0.08% | 0.07% | 913 | +66 | 1.23% | Q1 2026 | Apr 28, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 6,848 | 503 | 0.03% | 0.03% | 914 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CenterBook Partners LP | History | New | 5,354 | 497 | 0.03% | — | 915 | +5,354 | New | Q1 2026 | May 05, 2026 |
| Lantz Financial LLC | History | Added to | 5,344 | 496 | 0.1% | 0.08% | 916 | +296 | 5.86% | Q1 2026 | Apr 09, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 5,323 | 495 | 0.02% | 0.01% | 917 | +609 | 12.92% | Q1 2026 | May 13, 2026 |
| FLC Capital Advisors | History | Reduced | 5,316 | 494 | 0.09% | 0.07% | 918 | -152 | -2.78% | Q1 2026 | May 01, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 5,305 | 493 | 0.23% | 0.19% | 919 | -300 | -5.35% | Q1 2026 | Apr 08, 2026 |
| PFS Partners, LLC | History | Added to | 5,294 | 492 | 0.23% | 0.18% | 920 | +38 | 0.72% | Q1 2026 | Apr 09, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 5,274 | 490 | 0.02% | 0.01% | 921 | -1,017 | -16.17% | Q1 2026 | May 15, 2026 |
| DSG Capital Advisors, LLC | History | No change | 5,276 | 490 | 0.08% | 0.06% | 922 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Reduced | 5,229 | 486 | 0.02% | 0.02% | 923 | -125 | -2.33% | Q1 2026 | Apr 21, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 5,236 | 486 | 0.03% | 0.02% | 924 | -37 | -0.7% | Q1 2026 | Apr 24, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 5,523 | 484 | 0.03% | 0.03% | 925 | +6 | 0.11% | Q1 2026 | Apr 29, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 5,190 | 482 | 0.08% | 0.25% | 927 | -9,690 | -65.12% | Q1 2026 | May 15, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 5,193 | 482 | 0.01% | 0.01% | 926 | -325 | -5.89% | Q1 2026 | May 04, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 5,176 | 481 | 0.01% | 0.02% | 929 | -2,538 | -32.9% | Q1 2026 | Apr 16, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 5,175 | 481 | 0.11% | 0.09% | 928 | -257 | -4.73% | Q1 2026 | May 06, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 5,160 | 479 | 0.03% | 0.02% | 930 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ZEGA Investments, LLC | History | Added to | 5,126 | 476 | 0.05% | 0.03% | 934 | +1,987 | 63.3% | Q1 2026 | May 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 5,123 | 476 | 0.02% | 0.02% | 932 | -216 | -4.05% | Q1 2026 | Apr 15, 2026 |
| Element Wealth, LLC | History | Reduced | 5,122 | 476 | 0.2% | 0.16% | 933 | -129 | -2.46% | Q1 2026 | May 04, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 5,126 | 476 | 0.02% | 0.01% | 931 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | New | 5,100 | 474 | 0.23% | — | 938 | +5,100 | New | Q1 2026 | May 15, 2026 |
| BANYAN CAPITAL MANAGEMENT, INC. | History | No change | 5,100 | 474 | 0.2% | 0.16% | 935 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CULLINAN ASSOCIATES INC | History | No change | 5,100 | 474 | 0.04% | 0.03% | 936 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Lunt Capital Management, Inc. | History | No change | 5,099 | 474 | 0.18% | 0.14% | 937 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Keel Point, LLC | History | No change | 6,426 | 472 | 0.03% | 0.03% | 939 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Brucke Financial, Inc. | History | Reduced | 5,000 | 465 | 0.24% | 0.47% | 943 | -6,753 | -57.46% | Q1 2026 | Apr 10, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 5,001 | 465 | 0.17% | 0.18% | 942 | +47 | 0.95% | Q1 2026 | May 12, 2026 |
| Hardman Johnston Global Advisors LLC | History | No change | 5,000 | 465 | 0.02% | 0.02% | 940 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VPR Management LLC | History | No change | 5,000 | 465 | 0.19% | 0.16% | 941 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | New | 4,997 | 464 | 0.02% | — | 944 | +4,997 | New | Q1 2026 | May 06, 2026 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | History | No change | 4,968 | 462 | 0.06% | 0.04% | 945 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 4,975 | 462 | 0.14% | 0.1% | 946 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 4,965 | 461 | 0.02% | 0.01% | 947 | +608 | 13.95% | Q1 2026 | May 11, 2026 |
| Paragon Capital Management LLC | History | Added to | 4,938 | 459 | 0.23% | 0.18% | 948 | +226 | 4.8% | Q1 2026 | May 14, 2026 |
| TI-TRUST, INC | History | No change | 4,920 | 457 | 0.27% | 0.22% | 949 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sonoma Allocations LLC | History | Reduced | 4,859 | 456 | 0.16% | 0.15% | 952 | -1,101 | -18.47% | Q1 2026 | May 19, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 4,905 | 456 | 0.02% | 0.01% | 950 | +485 | 10.97% | Q1 2026 | Apr 21, 2026 |
| Plan Group Financial, LLC | History | Added to | 4,906 | 456 | 0.11% | 0.09% | 951 | +2 | 0.04% | Q1 2026 | Apr 13, 2026 |
| Templeton & Phillips Capital Management, LLC | History | New | 4,900 | 455 | 0.37% | — | 954 | +4,900 | New | Q1 2026 | May 06, 2026 |
| INSIGHT 2811, INC. | History | No change | 4,900 | 455 | 0.19% | 0.16% | 953 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 4,881 | 453 | 0.1% | 0.1% | 956 | -1,446 | -22.85% | Q1 2026 | May 12, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 4,881 | 453 | 0.07% | 0.06% | 955 | +135 | 2.84% | Q1 2026 | Apr 15, 2026 |
| E&G Advisors, LP | History | No change | 4,860 | 451 | 0.1% | 0.08% | 957 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ledyard National Bank | History | Reduced | 4,843 | 450 | 0.04% | 0.03% | 958 | -20 | -0.41% | Q1 2026 | Apr 24, 2026 |
| North Star Investment Management Corp. | History | Added to | 4,840 | 450 | 0.03% | 0.02% | 959 | +13 | 0.27% | Q1 2026 | Apr 23, 2026 |
| Atlas Brown,Inc. | History | No change | 4,848 | 450 | 0.14% | 0.11% | 960 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| McAdam, LLC | History | Added to | 4,835 | 449 | 0.02% | 0.02% | 961 | +228 | 4.95% | Q1 2026 | May 08, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 4,831 | 449 | 0.09% | 0.08% | 962 | -200 | -3.98% | Q1 2026 | Apr 15, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 4,800 | 446 | 0.1% | 0.08% | 963 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 4,776 | 444 | 0.03% | 0.05% | 964 | -2,996 | -38.55% | Q1 2026 | May 07, 2026 |
| RAHLFS CAPITAL, LLC | History | No change | 4,777 | 444 | 0.33% | 0.27% | 965 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Baron Wealth Management LLC | History | No change | 4,754 | 442 | 0.13% | 0.11% | 966 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 4,746 | 441 | 0.07% | 0.06% | 967 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 4,735 | 440 | 0.0% | — | 968 | +4,735 | New | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 4,703 | 437 | 0.02% | 0.01% | 969 | +1,569 | 50.06% | Q1 2026 | Apr 28, 2026 |
| Procyon Advisors, LLC | History | Added to | 4,706 | 437 | 0.02% | 0.01% | 970 | +1,338 | 39.73% | Q1 2026 | May 04, 2026 |
| Canopy Partners, LLC | History | Added to | 4,704 | 437 | 0.15% | 0.11% | 971 | +85 | 1.84% | Q1 2026 | May 11, 2026 |
| Cache Advisors, LLC | History | No change | 4,688 | 435 | 0.05% | 0.04% | 972 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 4,663 | 433 | 0.05% | 0.04% | 973 | -133 | -2.77% | Q1 2026 | Apr 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 4,659 | 433 | 0.01% | 0.01% | 974 | -114 | -2.39% | Q1 2026 | May 14, 2026 |
| Greenfield Savings Bank | History | No change | 4,654 | 432 | 0.18% | 0.14% | 975 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 4,689 | 431 | 0.01% | 0.01% | 977 | -2,188 | -31.82% | Q1 2026 | May 14, 2026 |
| SVB WEALTH LLC | History | Added to | 4,643 | 431 | 0.03% | 0.02% | 976 | +246 | 5.59% | Q1 2026 | Apr 17, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 4,615 | 429 | 0.02% | 0.02% | 978 | -1,400 | -23.28% | Q1 2026 | Apr 27, 2026 |
| American Money Management, LLC | History | Reduced | 4,599 | 427 | 0.07% | 0.06% | 979 | -473 | -9.33% | Q1 2026 | May 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 4,585 | 426 | 0.04% | 0.03% | 980 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Elevated Private Wealth, LLC | History | No change | 5,790 | 425 | 0.44% | 0.44% | 981 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Csenge Advisory Group | History | New | 4,566 | 424 | 0.02% | — | 982 | +4,566 | New | Q1 2026 | Apr 30, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 4,557 | 423 | 0.19% | 0.14% | 983 | +7 | 0.15% | Q1 2026 | Apr 23, 2026 |
| Keystone Financial Group | History | New | 4,541 | 421 | 0.03% | — | 986 | +4,541 | New | Q1 2026 | May 13, 2026 |
| Nilsine Partners, LLC | History | Added to | 4,855 | 421 | 0.03% | 0.02% | 985 | +1,921 | 65.47% | Q1 2026 | Apr 29, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 4,536 | 421 | 0.04% | 0.03% | 984 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RHS Financial, LLC | History | Added to | 4,521 | 420 | 0.2% | 0.14% | 987 | +520 | 13.0% | Q1 2026 | Apr 28, 2026 |
| Breakwater Capital Group | History | Reduced | 4,518 | 420 | 0.06% | 0.05% | 988 | -310 | -6.42% | Q1 2026 | Apr 20, 2026 |
| Bulltick Wealth Management, LLC | History | Reduced | 4,506 | 419 | 0.09% | 0.13% | 990 | -3,526 | -43.9% | Q1 2026 | Apr 27, 2026 |
| Northside Capital Management, LLC | History | Added to | 4,510 | 419 | 0.04% | 0.03% | 989 | +500 | 12.47% | Q1 2026 | Apr 10, 2026 |
| SG Trading Solutions, LLC | History | No change | 5,706 | 419 | 0.1% | 0.1% | 991 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 4,498 | 418 | 0.06% | 0.04% | 992 | +498 | 12.45% | Q1 2026 | Apr 07, 2026 |
| Parvin Asset Management, LLC | History | Reduced | 4,500 | 418 | 0.3% | 0.27% | 993 | -200 | -4.26% | Q1 2026 | May 15, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 4,481 | 416 | 0.02% | 0.01% | 994 | +1,197 | 36.45% | Q1 2026 | May 04, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 4,444 | 413 | 0.16% | 0.12% | 995 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Wellington Shields & Co., LLC | History | Reduced | 4,424 | 411 | 0.1% | 0.1% | 996 | -1,250 | -22.03% | Q1 2026 | May 04, 2026 |
| Grange Capital, LLC | History | Added to | 4,426 | 411 | 0.41% | 0.31% | 997 | +13 | 0.29% | Q1 2026 | Apr 28, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 4,427 | 411 | 0.39% | 0.38% | 998 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | New | 4,411 | 410 | 0.01% | — | 1000 | +4,411 | New | Q1 2026 | Apr 17, 2026 |
| Cetera Trust Company, N.A | History | No change | 4,415 | 410 | 0.23% | 0.17% | 999 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 4,403 | 409 | 0.0% | 0.0% | 1002 | -297 | -6.32% | Q1 2026 | May 01, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | No change | 4,400 | 409 | 0.11% | 0.08% | 1001 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 4,396 | 408 | 0.03% | 0.02% | 1003 | +231 | 5.55% | Q1 2026 | Apr 30, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 4,372 | 406 | 0.06% | 0.04% | 1004 | +161 | 3.82% | Q1 2026 | Apr 15, 2026 |
| RDA Financial Network | History | Reduced | 4,337 | 403 | 0.1% | 0.08% | 1005 | -164 | -3.64% | Q1 2026 | Apr 08, 2026 |
| Traveka Wealth, LLC | History | Added to | 4,340 | 403 | 0.15% | 0.13% | 1006 | +27 | 0.63% | Q1 2026 | Apr 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 4,326 | 402 | 0.02% | 0.02% | 1007 | -800 | -15.61% | Q1 2026 | Apr 20, 2026 |
| Sepio Capital, LP | History | Added to | 4,332 | 402 | 0.02% | 0.02% | 1009 | +15 | 0.35% | Q1 2026 | May 13, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 4,328 | 402 | 0.09% | 0.07% | 1008 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Balentine LLC | History | Reduced | 4,313 | 401 | 0.02% | 0.02% | 1010 | -1,746 | -28.82% | Q1 2026 | Apr 24, 2026 |
| DOLIVER ADVISORS, LP | History | Added to | 4,299 | 399 | 0.09% | 0.08% | 1011 | +167 | 4.04% | Q1 2026 | Apr 08, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 4,289 | 398 | 0.03% | 0.17% | 1012 | +290 | 7.25% | Q1 2026 | Apr 16, 2026 |
| Stokes Family Office, LLC | History | Reduced | 4,273 | 397 | 0.04% | 0.03% | 1013 | -853 | -16.64% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 4,258 | 396 | 0.1% | 0.09% | 1015 | -522 | -10.92% | Q1 2026 | Apr 29, 2026 |
| Avior Wealth Management, LLC | History | Added to | 4,269 | 396 | 0.01% | 0.01% | 1014 | +484 | 12.79% | Q1 2026 | Apr 09, 2026 |
| Diligent Investors, LLC | History | Added to | 4,232 | 393 | 0.1% | 0.08% | 1016 | +2 | 0.05% | Q1 2026 | Apr 15, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 4,224 | 392 | 0.08% | 0.07% | 1017 | -26 | -0.61% | Q1 2026 | Apr 09, 2026 |
| Westmount Partners, LLC | History | No change | 4,210 | 391 | 0.1% | 0.08% | 1018 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 4,204 | 390 | 0.01% | 0.01% | 1019 | -89 | -2.07% | Q1 2026 | May 07, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 4,194 | 390 | 0.03% | 0.02% | 1020 | +70 | 1.7% | Q1 2026 | May 05, 2026 |
| Diversified Enterprises, LLC | History | Added to | 4,173 | 388 | 0.02% | 0.02% | 1021 | +214 | 5.41% | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 4,259 | 387 | 0.02% | 0.02% | 1022 | +117 | 2.82% | Q1 2026 | Apr 17, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 4,168 | 387 | 0.19% | 0.15% | 1023 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hara Capital LLC | History | No change | 4,170 | 387 | 0.19% | 0.17% | 1024 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Syverson Strege & Co | History | Reduced | 4,141 | 385 | 0.09% | 0.07% | 1025 | -9 | -0.22% | Q1 2026 | May 04, 2026 |
| Southeast Asset Advisors, LLC | History | Reduced | 4,115 | 382 | 0.04% | 0.03% | 1026 | -545 | -11.7% | Q1 2026 | May 13, 2026 |
| Welch Group, LLC | History | No change | 4,115 | 382 | 0.01% | 0.01% | 1027 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Lafayette Investments, Inc. | History | No change | 4,103 | 381 | 0.08% | 0.06% | 1028 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 4,091 | 380 | 0.04% | 0.04% | 1029 | -976 | -19.26% | Q1 2026 | Apr 21, 2026 |
| Clear Trail Advisors, LLC | History | No change | 4,087 | 380 | 0.06% | 0.07% | 1030 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 4,066 | 378 | 0.01% | 0.01% | 1032 | -77 | -1.86% | Q1 2026 | May 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 4,065 | 378 | 0.04% | 0.03% | 1031 | +1 | 0.02% | Q1 2026 | May 06, 2026 |
| Indie Asset Partners, LLC | History | No change | 4,065 | 378 | 0.43% | 0.33% | 1033 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 4,063 | 377 | 0.01% | 0.01% | 1034 | -1,432 | -26.06% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,093 | 376 | 0.03% | 0.02% | 1035 | -536 | -11.58% | Q1 2026 | May 01, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 4,020 | 373 | 0.13% | 0.11% | 1037 | -392 | -8.88% | Q1 2026 | Apr 09, 2026 |
| Cooper Financial Group | History | Reduced | 4,015 | 373 | 0.04% | 0.03% | 1036 | -52 | -1.28% | Q1 2026 | Apr 07, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 4,000 | 372 | 0.1% | 0.09% | 1038 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Callahan Advisors, LLC | History | New | 3,995 | 371 | 0.03% | — | 1039 | +3,995 | New | Q1 2026 | May 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 3,982 | 370 | 0.01% | — | 1043 | +3,982 | New | Q1 2026 | Apr 29, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 3,982 | 370 | 0.08% | 0.06% | 1041 | +398 | 11.1% | Q1 2026 | Apr 20, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | No change | 3,989 | 370 | 0.03% | 0.02% | 1040 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ESL Trust Services, LLC | History | No change | 3,984 | 370 | 0.07% | 0.06% | 1042 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CHELSEA COUNSEL CO | History | No change | 5,012 | 368 | 0.16% | 0.16% | 1044 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 3,953 | 367 | 0.02% | 0.01% | 1046 | +1,019 | 34.73% | Q1 2026 | May 11, 2026 |
| FULTON BANK, N.A. | History | Added to | 3,951 | 367 | 0.01% | 0.01% | 1045 | +695 | 21.35% | Q1 2026 | Apr 24, 2026 |
| Phillips Wealth Planners LLC | History | Added to | 4,295 | 366 | 0.28% | 0.2% | 1047 | +844 | 24.46% | Q1 2026 | May 14, 2026 |
| Flatrock Wealth Partners LLC | History | New | 3,925 | 365 | 0.16% | — | 1050 | +3,925 | New | Q1 2026 | Apr 29, 2026 |
| Klingman & Associates, LLC | History | Added to | 3,934 | 365 | 0.02% | 0.01% | 1048 | +174 | 4.63% | Q1 2026 | May 14, 2026 |
| Alchemi Wealth, LLC | History | Added to | 3,927 | 365 | 0.2% | 0.16% | 1049 | +6 | 0.15% | Q1 2026 | May 07, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 3,914 | 364 | 0.02% | 0.02% | 1051 | -72 | -1.81% | Q1 2026 | May 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 4,944 | 363 | 0.11% | 0.11% | 1052 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 3,896 | 362 | 0.12% | 0.02% | 1053 | +3,187 | 449.51% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 3,884 | 361 | 0.01% | 0.06% | 1054 | -24,323 | -86.23% | Q1 2026 | May 13, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 3,885 | 361 | 0.07% | 0.03% | 1055 | +1,156 | 42.36% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | Added to | 3,891 | 361 | 0.03% | 0.04% | 1057 | +600 | 18.23% | Q1 2026 | Apr 28, 2026 |
| Planned Solutions, Inc. | History | No change | 3,883 | 361 | 0.12% | 0.09% | 1056 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Reduced | 3,872 | 360 | 0.03% | 0.02% | 1058 | -400 | -9.36% | Q1 2026 | May 08, 2026 |
| Greenline Partners, LLC | History | Added to | 3,875 | 360 | 0.04% | 0.03% | 1059 | +24 | 0.62% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | New | 4,199 | 358 | 0.01% | — | 1060 | +4,199 | New | Q1 2026 | May 14, 2026 |
| Mattson Financial Services, LLC | History | New | 3,848 | 357 | 0.09% | — | 1062 | +3,848 | New | Q1 2026 | May 11, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 3,840 | 357 | 0.03% | 0.02% | 1061 | -8 | -0.21% | Q1 2026 | May 15, 2026 |
| Ransom Advisory, Ltd | History | No change | 4,851 | 356 | 0.14% | 0.14% | 1063 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Apella Capital, LLC | History | Added to | 4,047 | 355 | 0.01% | 0.01% | 1066 | +513 | 14.52% | Q1 2026 | Apr 20, 2026 |
| Ballew Advisors, Inc | History | Reduced | 3,904 | 355 | 0.2% | 0.17% | 1065 | -196 | -4.78% | Q1 2026 | Apr 10, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 3,819 | 355 | 0.01% | 0.01% | 1064 | -132 | -3.34% | Q1 2026 | Apr 13, 2026 |
| Successful Portfolios LLC | History | No change | 3,804 | 353 | 0.19% | 0.14% | 1067 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BCV Asset Management Inc. | History | New | 3,790 | 352 | 0.01% | — | 1069 | +3,790 | New | Q1 2026 | May 08, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 3,790 | 352 | 0.02% | 0.04% | 1068 | -2,825 | -42.71% | Q1 2026 | May 08, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,928 | 351 | 0.01% | 0.01% | 1070 | +171 | 4.55% | Q1 2026 | May 04, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 3,771 | 350 | 0.25% | 0.05% | 1071 | +193 | 5.39% | Q1 2026 | Apr 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 3,759 | 349 | 0.15% | 0.11% | 1072 | +457 | 13.84% | Q1 2026 | May 06, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 3,749 | 348 | 0.02% | 0.02% | 1073 | -253 | -6.32% | Q1 2026 | May 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 3,741 | 347 | 0.03% | 0.02% | 1074 | -42 | -1.11% | Q1 2026 | Apr 20, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 3,716 | 345 | 0.04% | 0.04% | 1076 | -1,488 | -28.59% | Q1 2026 | May 04, 2026 |
| HCR Wealth Advisors | History | Added to | 3,711 | 345 | 0.04% | 0.03% | 1075 | +60 | 1.64% | Q1 2026 | Apr 21, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 3,692 | 343 | 0.03% | 0.03% | 1077 | -146 | -3.8% | Q1 2026 | Apr 27, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | No change | 3,675 | 341 | 0.14% | 0.11% | 1078 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Brown Financial Advisors | History | New | 3,649 | 339 | 0.13% | — | 1080 | +3,649 | New | Q1 2026 | May 15, 2026 |
| Cove Private Wealth, LLC | History | No change | 3,655 | 339 | 0.08% | 0.08% | 1079 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 3,643 | 338 | 0.04% | 0.03% | 1081 | -600 | -14.14% | Q1 2026 | Apr 22, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 3,638 | 338 | 0.05% | 0.04% | 1083 | +76 | 2.13% | Q1 2026 | May 06, 2026 |
| Sentry LLC | History | No change | 3,642 | 338 | 0.11% | 0.07% | 1082 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | New | 3,770 | 337 | 0.25% | — | 1087 | +3,770 | New | Q1 2026 | May 05, 2026 |
| Oakworth Capital, Inc. | History | Added to | 3,633 | 337 | 0.02% | 0.01% | 1086 | +800 | 28.24% | Q1 2026 | Apr 24, 2026 |
| Goodman Financial Corp | History | Reduced | 3,626 | 337 | 0.06% | 0.06% | 1085 | -486 | -11.82% | Q1 2026 | May 06, 2026 |
| Baldwin Investment Management, LLC | History | No change | 3,629 | 337 | 0.04% | 0.03% | 1084 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 3,619 | 336 | 0.01% | 0.01% | 1089 | -362 | -9.09% | Q1 2026 | May 07, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 3,615 | 336 | 0.02% | 0.02% | 1088 | +349 | 10.69% | Q1 2026 | May 07, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 3,604 | 335 | 0.17% | — | 1092 | +3,604 | New | Q1 2026 | May 06, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 3,818 | 335 | 0.15% | 0.13% | 1091 | -97 | -2.48% | Q1 2026 | Apr 23, 2026 |
| CRA Financial Services, LLC | History | No change | 3,605 | 335 | 0.04% | 0.03% | 1090 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Canal Capital Management, LLC | History | New | 3,596 | 334 | 0.05% | — | 1093 | +3,596 | New | Q1 2026 | Apr 27, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 3,530 | 333 | 0.04% | 0.03% | 1095 | +39 | 1.12% | Q1 2026 | Apr 30, 2026 |
| Kozak & Associates, Inc. | History | No change | 3,598 | 333 | 0.06% | 0.05% | 1094 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Foster Group, Inc. | History | Added to | 3,577 | 332 | 0.01% | 0.01% | 1096 | +325 | 9.99% | Q1 2026 | Apr 13, 2026 |
| Park Capital Management, LLC / WI | History | Reduced | 3,554 | 330 | 0.32% | 0.19% | 1097 | -138 | -3.74% | Q1 2026 | Apr 15, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 3,539 | 329 | 0.14% | 0.12% | 1098 | +82 | 2.37% | Q1 2026 | May 04, 2026 |
| Krilogy Financial LLC | History | Reduced | 3,574 | 327 | 0.01% | 0.02% | 1099 | -3,039 | -45.95% | Q1 2026 | Apr 17, 2026 |
| Berger Financial Group, Inc | History | Reduced | 3,518 | 327 | 0.02% | 0.01% | 1100 | -1 | -0.03% | Q1 2026 | Apr 28, 2026 |
| Weinberger Asset Management, Inc | History | No change | 3,521 | 327 | 0.12% | 0.09% | 1101 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Endowment Wealth Management, Inc. | History | New | 3,509 | 326 | 0.14% | — | 1104 | +3,509 | New | Q1 2026 | May 08, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 3,508 | 326 | 0.03% | 0.02% | 1103 | +500 | 16.62% | Q1 2026 | May 15, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 3,510 | 326 | 0.01% | 0.01% | 1102 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MidFirst Bank | History | Reduced | 3,497 | 325 | 0.03% | 0.03% | 1107 | -1,724 | -33.02% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 3,496 | 325 | 0.03% | 0.03% | 1106 | -245 | -6.55% | Q1 2026 | Apr 16, 2026 |
| FOUNDERS CAPITAL MANAGEMENT, LLC | History | No change | 3,496 | 325 | 0.05% | 0.04% | 1105 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Advocate Investing Services LLC | History | No change | 3,500 | 325 | 0.28% | 0.23% | 1108 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hexagon Capital Partners LLC | History | New | 3,494 | 324 | 0.05% | — | 1111 | +3,494 | New | Q1 2026 | May 04, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Reduced | 3,486 | 324 | 0.17% | 0.26% | 1110 | -3,400 | -49.38% | Q1 2026 | May 13, 2026 |
| Fiduciary Group, LLC | History | Added to | 3,492 | 324 | 0.03% | 0.02% | 1109 | +206 | 6.27% | Q1 2026 | May 11, 2026 |
| Johnson Financial Group, LLC | History | Added to | 3,469 | 322 | 0.02% | 0.01% | 1112 | +284 | 8.92% | Q1 2026 | May 14, 2026 |
| Strategic Financial Concepts, LLC | History | New | 3,462 | 321 | 0.08% | — | 1117 | +3,462 | New | Q1 2026 | May 12, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 3,457 | 321 | 0.21% | 0.2% | 1116 | -500 | -12.64% | Q1 2026 | Apr 23, 2026 |
| Triune Financial Partners, LLC | History | Added to | 3,456 | 321 | 0.08% | 0.06% | 1115 | +27 | 0.79% | Q1 2026 | Apr 30, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 3,455 | 321 | 0.04% | 0.03% | 1114 | +9 | 0.26% | Q1 2026 | Apr 27, 2026 |
| Addison Advisors LLC | History | Added to | 3,456 | 321 | 0.07% | 0.06% | 1113 | +1 | 0.03% | Q1 2026 | May 08, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 3,513 | 320 | 0.04% | 0.04% | 1119 | +584 | 19.94% | Q1 2026 | May 11, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 3,448 | 320 | 0.14% | 0.1% | 1118 | +188 | 5.77% | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | Added to | 3,421 | 318 | 0.04% | 0.03% | 1120 | +223 | 6.97% | Q1 2026 | Apr 17, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 3,400 | 316 | 0.0% | 0.0% | 1121 | +1,370 | 67.49% | Q1 2026 | Apr 15, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 3,386 | 314 | 0.04% | 0.07% | 1122 | +90 | 2.73% | Q1 2026 | May 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 3,376 | 313 | 0.04% | 0.03% | 1123 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 3,348 | 311 | 0.01% | 0.01% | 1124 | -171 | -4.86% | Q1 2026 | Apr 28, 2026 |
| Palisade Asset Management, LLC | History | No change | 3,350 | 311 | 0.03% | 0.02% | 1125 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Elser Financial Planning, Inc | History | No change | 3,318 | 311 | 0.02% | 0.18% | 1126 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 3,340 | 310 | 0.19% | 0.16% | 1127 | -298 | -8.19% | Q1 2026 | Apr 15, 2026 |
| Tranquility Partners, LLC | History | No change | 3,337 | 310 | 0.12% | 0.09% | 1128 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Keebeck Wealth Management | History | New | 3,329 | 309 | 0.03% | — | 1130 | +3,329 | New | Q1 2026 | May 14, 2026 |
| Tevis Investment Management | History | No change | 3,329 | 309 | 0.18% | 0.14% | 1129 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Corps Capital Advisors, LLC | History | New | 3,316 | 308 | 0.27% | — | 1133 | +3,316 | New | Q1 2026 | May 14, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 3,321 | 308 | 0.01% | 0.01% | 1131 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial & Tax Architects, LLC | History | No change | 3,318 | 308 | 0.07% | 0.05% | 1132 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 3,284 | 305 | 0.0% | 0.01% | 1134 | -1,928 | -36.99% | Q1 2026 | May 11, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 3,278 | 304 | 0.01% | 0.0% | 1135 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Concorde Asset Management, LLC | History | No change | 4,148 | 304 | 0.12% | 0.12% | 1136 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 3,251 | 302 | 0.19% | 0.15% | 1138 | +206 | 6.77% | Q1 2026 | Apr 27, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | No change | 3,250 | 302 | 0.15% | 0.11% | 1137 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Clarus Group, Inc. | History | Added to | 3,235 | 300 | 0.11% | 0.09% | 1139 | +8 | 0.25% | Q1 2026 | Apr 21, 2026 |
| Founders Financial Alliance, LLC | History | New | 3,216 | 299 | 0.05% | — | 1140 | +3,216 | New | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | Reduced | 3,210 | 298 | 0.01% | 0.01% | 1141 | -260 | -7.49% | Q1 2026 | May 19, 2026 |
| Sargent Investment Group, LLC | History | Added to | 3,200 | 297 | 0.04% | 0.03% | 1144 | +250 | 8.47% | Q1 2026 | May 11, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 3,200 | 297 | 0.05% | 0.04% | 1142 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 3,196 | 297 | 0.03% | 0.02% | 1143 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Corient IA LLC | History | No change | 3,200 | 297 | 0.28% | 0.22% | 1145 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Counterweight Ventures, LLC | History | No change | 3,175 | 295 | 0.17% | 0.13% | 1146 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 3,172 | 294 | 0.01% | 0.01% | 1147 | -4,348 | -57.82% | Q1 2026 | May 15, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 3,163 | 294 | 0.02% | 0.02% | 1148 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 3,158 | 293 | 0.02% | 0.02% | 1150 | -1,200 | -27.54% | Q1 2026 | Apr 30, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | No change | 3,153 | 293 | 0.03% | 0.03% | 1149 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LVW Advisors, LLC | History | New | 3,142 | 292 | 0.03% | — | 1153 | +3,142 | New | Q1 2026 | Apr 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 3,978 | 292 | 0.01% | 0.01% | 1152 | -5 | -0.13% | Q1 2026 | Apr 08, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 3,150 | 292 | 0.14% | 0.11% | 1151 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| M1 Capital Management LLC | History | No change | 3,133 | 291 | 0.13% | 0.1% | 1154 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cardinal Point Capital Management ULC | History | New | 3,112 | 289 | 0.02% | — | 1156 | +3,112 | New | Q1 2026 | Apr 20, 2026 |
| Dunhill Financial, LLC | History | Added to | 3,113 | 289 | 0.07% | 0.05% | 1155 | +119 | 3.97% | Q1 2026 | May 06, 2026 |
| Tufton Capital Management | History | No change | 3,100 | 288 | 0.05% | 0.04% | 1157 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 3,925 | 288 | 0.22% | 0.22% | 1158 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| 55 North Private Wealth, LLC | History | New | 3,095 | 287 | 0.07% | — | 1161 | +3,095 | New | Q1 2026 | Apr 17, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 3,086 | 287 | 0.02% | 0.01% | 1159 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ridge Creek Global, Inc | History | No change | 3,093 | 287 | 0.24% | 0.19% | 1160 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 3,079 | 286 | 0.06% | — | 1164 | +3,079 | New | Q1 2026 | May 05, 2026 |
| Focus Financial Network, Inc. | History | Added to | 3,086 | 286 | 0.01% | 0.01% | 1163 | +325 | 11.77% | Q1 2026 | Apr 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 3,083 | 286 | 0.01% | 0.01% | 1162 | -192 | -5.86% | Q1 2026 | Apr 28, 2026 |
| Roundview Capital LLC | History | Reduced | 3,067 | 285 | 0.02% | 0.01% | 1165 | -21 | -0.68% | Q1 2026 | May 08, 2026 |
| Charles Schwab Trust Co | History | New | 3,048 | 283 | 0.02% | — | 1166 | +3,048 | New | Q1 2026 | Apr 10, 2026 |
| United Community Bank | History | Added to | 3,035 | 282 | 0.09% | 0.07% | 1167 | +625 | 25.93% | Q1 2026 | Apr 24, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 3,024 | 281 | 0.12% | 0.09% | 1169 | -458 | -13.15% | Q1 2026 | Apr 20, 2026 |
| Oxinas Partners, LLC | History | No change | 3,029 | 281 | 0.13% | 0.11% | 1168 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 3,011 | 280 | 0.03% | 0.03% | 1171 | +144 | 5.02% | Q1 2026 | Apr 23, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 3,020 | 280 | 0.04% | 0.03% | 1170 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 3,000 | 279 | 0.0% | 0.0% | 1172 | -1,829 | -37.88% | Q1 2026 | May 14, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Added to | 3,008 | 279 | 0.17% | 0.12% | 1176 | +119 | 4.12% | Q1 2026 | May 11, 2026 |
| WEDGEWOOD INVESTORS INC /PA/ | History | No change | 3,000 | 279 | 0.32% | 0.25% | 1173 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 3,000 | 279 | 0.0% | 0.0% | 1174 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cascade Investment Advisors, Inc. | History | No change | 3,000 | 279 | 0.17% | 0.13% | 1175 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 2,992 | 278 | 0.01% | 0.08% | 1178 | -21,901 | -87.98% | Q1 2026 | May 14, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 4,225 | 278 | 0.03% | 0.03% | 1177 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 2,985 | 277 | 0.05% | 0.04% | 1179 | +7 | 0.24% | Q1 2026 | Apr 29, 2026 |
| CHAPIN DAVIS, INC. | History | New | 2,976 | 276 | 0.06% | — | 1182 | +2,976 | New | Q1 2026 | Apr 21, 2026 |
| Addison Capital Co | History | Added to | 2,971 | 276 | 0.05% | 0.05% | 1180 | +3 | 0.1% | Q1 2026 | Apr 29, 2026 |
| Choice Wealth Advisors LLC | History | No change | 2,976 | 276 | 0.11% | 0.09% | 1181 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Legacy Private Trust Co. | History | No change | 2,963 | 275 | 0.02% | 0.01% | 1183 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 2,952 | 274 | 0.15% | 0.12% | 1184 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 2,943 | 273 | 0.03% | 0.03% | 1185 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 2,928 | 272 | 0.07% | 0.06% | 1187 | -100 | -3.3% | Q1 2026 | Apr 21, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 2,932 | 272 | 0.01% | 0.01% | 1186 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 3,066 | 271 | 0.02% | — | 1188 | +3,066 | New | Q1 2026 | Apr 22, 2026 |
| Purewater Capital LLC | History | New | 2,910 | 270 | 0.26% | — | 1189 | +2,910 | New | Q1 2026 | May 14, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | New | 2,901 | 269 | 0.14% | — | 1193 | +2,901 | New | Q1 2026 | May 05, 2026 |
| BIP Wealth, LLC | History | New | 2,900 | 269 | 0.01% | — | 1194 | +2,900 | New | Q1 2026 | Apr 27, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 2,901 | 269 | 0.0% | 0.0% | 1191 | -1,962 | -40.35% | Q1 2026 | Apr 22, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 2,898 | 269 | 0.01% | 0.01% | 1192 | -881 | -23.31% | Q1 2026 | Apr 15, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 2,929 | 269 | 0.07% | 0.06% | 1190 | -242 | -7.63% | Q1 2026 | Apr 30, 2026 |
| 1ST SOURCE BANK | History | Added to | 2,886 | 268 | 0.01% | 0.01% | 1195 | +8 | 0.28% | Q1 2026 | May 04, 2026 |
| STONEBRIDGE CAPITAL MANAGEMENT INC | History | New | 2,876 | 267 | 0.12% | — | 1197 | +2,876 | New | Q1 2026 | Apr 13, 2026 |
| Trinity Legacy Partners, LLC | History | Reduced | 2,925 | 267 | 0.06% | 0.06% | 1196 | -506 | -14.75% | Q1 2026 | Apr 16, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | Reduced | 2,862 | 266 | 0.09% | 0.81% | 1198 | -29,804 | -91.24% | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | Reduced | 2,860 | 265 | 0.04% | 0.04% | 1199 | -260 | -8.33% | Q1 2026 | Apr 16, 2026 |
| Purpose Unlimited Inc. | History | New | 2,849 | 264 | 0.01% | — | 1201 | +2,849 | New | Q1 2026 | May 15, 2026 |
| Holistic Financial Partners | History | New | 2,848 | 264 | 0.1% | — | 1200 | +2,848 | New | Q1 2026 | May 05, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 2,835 | 263 | 0.02% | — | 1203 | +2,835 | New | Q1 2026 | Apr 08, 2026 |
| SPINNAKER TRUST | History | No change | 2,833 | 263 | 0.01% | 0.01% | 1202 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Trust Co | History | No change | 2,820 | 262 | 0.02% | 0.02% | 1204 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| KG Capital Management | History | New | 2,795 | 259 | 0.19% | — | 1205 | +2,795 | New | Q1 2026 | Apr 22, 2026 |
| XML Financial, LLC | History | Reduced | 2,777 | 258 | 0.02% | 0.02% | 1206 | -89 | -3.11% | Q1 2026 | Apr 16, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 2,774 | 257 | 0.02% | 0.02% | 1207 | -596 | -17.69% | Q1 2026 | Apr 20, 2026 |
| Independent Wealth Network Inc. | History | New | 2,758 | 256 | 0.08% | — | 1209 | +2,758 | New | Q1 2026 | Apr 20, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 2,754 | 256 | 0.04% | 0.03% | 1208 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 2,746 | 255 | 0.01% | 0.01% | 1211 | -3,016 | -52.34% | Q1 2026 | Apr 08, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 3,568 | 255 | 0.02% | 0.02% | 1210 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 2,740 | 254 | 0.01% | — | 1214 | +2,740 | New | Q1 2026 | Apr 22, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 2,728 | 254 | 0.03% | 0.03% | 1212 | -441 | -13.92% | Q1 2026 | Apr 17, 2026 |
| PFW Advisors LLC | History | No change | 2,737 | 254 | 0.08% | 0.06% | 1213 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 2,721 | 253 | 0.04% | — | 1215 | +2,721 | New | Q1 2026 | May 06, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 2,720 | 252 | 0.01% | 0.01% | 1216 | -1,200 | -30.61% | Q1 2026 | Apr 10, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 2,718 | 252 | 0.05% | 0.05% | 1217 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Westover Capital Advisors, LLC | History | New | 2,700 | 251 | 0.05% | — | 1221 | +2,700 | New | Q1 2026 | May 05, 2026 |
| CWA Asset Management Group, LLC | History | New | 2,699 | 251 | 0.01% | — | 1222 | +2,699 | New | Q1 2026 | Apr 20, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,701 | 251 | 0.03% | 0.03% | 1218 | -475 | -14.96% | Q1 2026 | Apr 08, 2026 |
| one8zero8, LLC | History | Reduced | 2,700 | 251 | 0.06% | 0.05% | 1220 | -150 | -5.26% | Q1 2026 | May 07, 2026 |
| Pavion Blue Capital, LLC | History | Reduced | 2,707 | 251 | 0.11% | 0.08% | 1219 | -16 | -0.59% | Q1 2026 | May 06, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 2,696 | 250 | 0.01% | 0.07% | 1223 | -31,555 | -92.13% | Q1 2026 | May 15, 2026 |
| Fortitude Advisory Group L.L.C. | History | New | 2,662 | 247 | 0.11% | — | 1225 | +2,662 | New | Q1 2026 | Apr 28, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 2,658 | 247 | 0.02% | 0.01% | 1224 | +220 | 9.02% | Q1 2026 | Apr 09, 2026 |
| HOURGLASS CAPITAL, LLC | History | New | 2,650 | 246 | 0.05% | — | 1227 | +2,650 | New | Q1 2026 | May 04, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | New | 2,649 | 246 | 0.02% | — | 1226 | +2,649 | New | Q1 2026 | Apr 23, 2026 |
| Impact Capital Partners LLC | History | New | 2,646 | 246 | 0.07% | — | 1228 | +2,646 | New | Q1 2026 | Apr 10, 2026 |
| Arista Wealth Management, LLC | History | New | 2,645 | 245 | 0.03% | — | 1229 | +2,645 | New | Q1 2026 | Apr 30, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | New | 2,643 | 245 | 0.06% | — | 1230 | +2,643 | New | Q1 2026 | Apr 15, 2026 |
| Commonwealth Financial Services, LLC | History | New | 2,620 | 243 | 0.04% | — | 1231 | +2,620 | New | Q1 2026 | May 07, 2026 |
| Oak Harvest Investment Services | History | New | 2,617 | 243 | 0.03% | — | 1232 | +2,617 | New | Q1 2026 | Apr 22, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | New | 2,608 | 242 | 0.03% | — | 1233 | +2,608 | New | Q1 2026 | Apr 13, 2026 |
| Austin Asset Management Co Inc | History | New | 2,598 | 241 | 0.04% | — | 1236 | +2,598 | New | Q1 2026 | Apr 29, 2026 |
| Facet Wealth, Inc. | History | New | 2,597 | 241 | 0.0% | — | 1235 | +2,597 | New | Q1 2026 | May 07, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 2,592 | 241 | 0.02% | — | 1237 | +2,592 | New | Q1 2026 | Apr 30, 2026 |
| SHP Wealth Management | History | Reduced | 2,593 | 241 | 0.02% | 0.02% | 1234 | -133 | -4.88% | Q1 2026 | May 08, 2026 |
| Disciplined Investors, L.L.C. | History | New | 2,589 | 240 | 0.14% | — | 1238 | +2,589 | New | Q1 2026 | May 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 2,574 | 239 | 0.03% | 0.08% | 1239 | -5,006 | -66.04% | Q1 2026 | May 13, 2026 |
| KEATING INVESTMENT COUNSELORS INC | History | New | 2,575 | 239 | 0.06% | — | 1240 | +2,575 | New | Q1 2026 | Apr 27, 2026 |
| Bridgefront Capital, LLC | History | New | 2,570 | 239 | 0.06% | — | 1241 | +2,570 | New | Q1 2026 | May 15, 2026 |
| Hummer Financial Advisory Services Inc | History | New | 2,569 | 238 | 0.17% | — | 1244 | +2,569 | New | Q1 2026 | Apr 08, 2026 |
| Integrity Financial Corp /WA | History | New | 2,569 | 238 | 0.12% | — | 1245 | +2,569 | New | Q1 2026 | May 14, 2026 |
| Secure Asset Management, LLC | History | New | 2,563 | 238 | 0.04% | — | 1243 | +2,563 | New | Q1 2026 | Apr 09, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Reduced | 2,565 | 238 | 0.02% | 0.02% | 1242 | -400 | -13.49% | Q1 2026 | Apr 28, 2026 |
| Wealth Dimensions Group, Ltd. | History | New | 2,558 | 237 | 0.05% | — | 1251 | +2,558 | New | Q1 2026 | May 11, 2026 |
| KINTRA WEALTH, LLC | History | New | 2,556 | 237 | 0.02% | — | 1252 | +2,556 | New | Q1 2026 | May 15, 2026 |
| VAN STRUM & TOWNE INC. | History | New | 2,555 | 237 | 0.07% | — | 1247 | +2,555 | New | Q1 2026 | May 07, 2026 |
| Financial Sense Advisors, Inc. | History | New | 2,551 | 237 | 0.05% | — | 1249 | +2,551 | New | Q1 2026 | May 14, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | New | 2,550 | 237 | 0.03% | — | 1248 | +2,550 | New | Q1 2026 | Apr 20, 2026 |
| Insight Wealth Strategies, LLC | History | New | 2,549 | 237 | 0.03% | — | 1250 | +2,549 | New | Q1 2026 | Apr 10, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 2,549 | 237 | 0.0% | 0.0% | 1246 | +1,143 | 81.29% | Q1 2026 | May 07, 2026 |
| Cypress Capital Group | History | New | 2,539 | 236 | 0.03% | — | 1253 | +2,539 | New | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | New | 2,533 | 235 | 0.0% | — | 1255 | +2,533 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | New | 2,533 | 235 | 0.01% | — | 1256 | +2,533 | New | Q1 2026 | May 04, 2026 |
| Nolet Wealth Management, LLC | History | New | 2,533 | 235 | 0.13% | — | 1257 | +2,533 | New | Q1 2026 | May 05, 2026 |
| 71 West Capital Partners | History | New | 2,528 | 235 | 0.01% | — | 1258 | +2,528 | New | Q1 2026 | May 06, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 2,536 | 235 | 0.02% | 0.02% | 1254 | -968 | -27.63% | Q1 2026 | May 06, 2026 |
| Penobscot Investment Management Company, Inc. | History | New | 2,523 | 234 | 0.02% | — | 1259 | +2,523 | New | Q1 2026 | Apr 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | New | 2,508 | 233 | 0.03% | — | 1262 | +2,508 | New | Q1 2026 | Apr 22, 2026 |
| Fortis Capital Advisors, LLC | History | New | 2,507 | 233 | 0.03% | — | 1263 | +2,507 | New | Q1 2026 | Apr 28, 2026 |
| BCS Private Wealth Management, Inc. | History | New | 2,506 | 233 | 0.07% | — | 1264 | +2,506 | New | Q1 2026 | Apr 21, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 3,130 | 233 | 0.02% | 0.02% | 1261 | +187 | 6.35% | Q1 2026 | Apr 15, 2026 |
| First PREMIER Bank | History | No change | 2,500 | 233 | 0.05% | 0.04% | 1260 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | New | 2,500 | 232 | 0.06% | — | 1266 | +2,500 | New | Q1 2026 | Apr 28, 2026 |
| Platt Wealth Management LLC | History | New | 2,500 | 232 | 0.23% | — | 1268 | +2,500 | New | Q1 2026 | May 01, 2026 |
| Stonebridge Financial Group, LLC | History | New | 2,496 | 232 | 0.02% | — | 1267 | +2,496 | New | Q1 2026 | Apr 08, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 2,498 | 232 | 0.01% | 0.01% | 1265 | -264 | -9.56% | Q1 2026 | May 04, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | New | 2,476 | 230 | 0.05% | — | 1271 | +2,476 | New | Q1 2026 | May 08, 2026 |
| Boltwood Capital Management | History | New | 2,475 | 230 | 0.06% | — | 1270 | +2,475 | New | Q1 2026 | Apr 07, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 2,480 | 230 | 0.02% | 0.02% | 1269 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MCDONALD PARTNERS LLC | History | New | 2,469 | 229 | 0.05% | — | 1272 | +2,469 | New | Q1 2026 | May 15, 2026 |
| Lantern Wealth Advisors, LLC | History | New | 2,469 | 229 | 0.12% | — | 1273 | +2,469 | New | Q1 2026 | May 13, 2026 |
| Northstar Advisory Group, LLC | History | New | 2,462 | 228 | 0.08% | — | 1275 | +2,462 | New | Q1 2026 | Apr 08, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 2,462 | 228 | 0.0% | — | 1277 | +2,462 | New | Q1 2026 | May 12, 2026 |
| Legacy Wealth Management, LLC / MS | History | New | 2,456 | 228 | 0.06% | — | 1276 | +2,456 | New | Q1 2026 | Apr 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,462 | 228 | 0.0% | 0.0% | 1274 | +101 | 4.28% | Q1 2026 | Apr 30, 2026 |
| Weaver Consulting Group | History | New | 2,451 | 227 | 0.05% | — | 1279 | +2,451 | New | Q1 2026 | May 15, 2026 |
| TrueWealth Financial Partners | History | New | 2,450 | 227 | 0.09% | — | 1280 | +2,450 | New | Q1 2026 | May 20, 2026 |
| Northstar Financial Companies, Inc. | History | Reduced | 2,445 | 227 | 0.18% | 0.17% | 1278 | -398 | -14.0% | Q1 2026 | May 05, 2026 |
| Frisch Financial Group, Inc. | History | New | 2,435 | 226 | 0.05% | — | 1281 | +2,435 | New | Q1 2026 | May 05, 2026 |
| Aberdeen Wealth Management LLC | History | New | 2,425 | 225 | 0.1% | — | 1283 | +2,425 | New | Q1 2026 | May 15, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 2,423 | 225 | 0.03% | 0.03% | 1282 | -900 | -27.08% | Q1 2026 | Apr 07, 2026 |
| Abundance Wealth Counselors | History | New | 2,418 | 224 | 0.03% | — | 1284 | +2,418 | New | Q1 2026 | Apr 22, 2026 |
| August Group Capital Ltd | History | New | 2,418 | 224 | 0.26% | — | 1288 | +2,418 | New | Q1 2026 | May 14, 2026 |
| Evergreen Wealth Partners LLC | History | New | 2,416 | 224 | 0.17% | — | 1287 | +2,416 | New | Q1 2026 | May 08, 2026 |
| Beacon Financial Advisory LLC | History | New | 2,415 | 224 | 0.05% | — | 1285 | +2,415 | New | Q1 2026 | Apr 27, 2026 |
| American Institute for Advanced Investment Management, LLP | History | New | 2,410 | 224 | 0.15% | — | 1286 | +2,410 | New | Q1 2026 | Apr 24, 2026 |
| CMG Global Holdings, LLC | History | New | 2,406 | 223 | 0.11% | — | 1291 | +2,406 | New | Q1 2026 | May 01, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | New | 2,406 | 223 | 0.06% | — | 1292 | +2,406 | New | Q1 2026 | Apr 10, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 2,401 | 223 | 0.08% | — | 1294 | +2,401 | New | Q1 2026 | May 04, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | New | 2,400 | 223 | 0.01% | — | 1289 | +2,400 | New | Q1 2026 | Apr 17, 2026 |
| PIONEER TRUST BANK N A/OR | History | New | 2,400 | 223 | 0.05% | — | 1290 | +2,400 | New | Q1 2026 | Apr 28, 2026 |
| Alpine Bank Wealth Management | History | New | 2,400 | 223 | 0.03% | — | 1293 | +2,400 | New | Q1 2026 | Apr 21, 2026 |
| Community Financial Services Group, LLC | History | New | 2,419 | 222 | 0.04% | — | 1295 | +2,419 | New | Q1 2026 | Apr 08, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | New | 2,385 | 221 | 0.08% | — | 1297 | +2,385 | New | Q1 2026 | Apr 23, 2026 |
| Marathon Strategic Advisors, LLC | History | New | 2,383 | 221 | 0.16% | — | 1298 | +2,383 | New | Q1 2026 | Apr 15, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 2,383 | 221 | 0.01% | 0.01% | 1296 | -350 | -12.81% | Q1 2026 | May 07, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 2,373 | 220 | 0.06% | 0.24% | 1299 | -5,868 | -71.2% | Q1 2026 | May 14, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | New | 2,362 | 219 | 0.05% | — | 1302 | +2,362 | New | Q1 2026 | Apr 10, 2026 |
| Oxbow Advisors, LLC | History | New | 2,360 | 219 | 0.02% | — | 1301 | +2,360 | New | Q1 2026 | Apr 27, 2026 |
| CPA Asset Management Group, LLC | History | New | 2,356 | 219 | 0.07% | — | 1303 | +2,356 | New | Q1 2026 | May 05, 2026 |
| Bensler, LLC | History | New | 2,355 | 219 | 0.02% | — | 1304 | +2,355 | New | Q1 2026 | May 01, 2026 |
| Elgethun Capital Management | History | No change | 2,361 | 219 | 0.04% | 0.03% | 1300 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | New | 2,342 | 217 | 0.01% | — | 1306 | +2,342 | New | Q1 2026 | Apr 22, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 3,200 | 217 | 0.1% | 0.13% | 1305 | -500 | -13.51% | Q1 2026 | Apr 22, 2026 |
| Second Line Capital, LLC | History | New | 2,387 | 216 | 0.04% | — | 1310 | +2,387 | New | Q1 2026 | May 14, 2026 |
| Stockman Wealth Management, Inc. | History | New | 2,325 | 216 | 0.02% | — | 1309 | +2,325 | New | Q1 2026 | Apr 13, 2026 |
| MOR Wealth Management, LLC | History | Reduced | 2,328 | 216 | 0.1% | 0.1% | 1308 | -758 | -24.56% | Q1 2026 | Apr 24, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 2,327 | 216 | 0.01% | 0.01% | 1307 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | New | 2,450 | 215 | 0.02% | — | 1313 | +2,450 | New | Q1 2026 | Apr 21, 2026 |
| First Bancorp, Inc /ME/ | History | New | 2,321 | 215 | 0.11% | — | 1311 | +2,321 | New | Q1 2026 | Apr 20, 2026 |
| Valmark Advisers, Inc. | History | New | 2,313 | 215 | 0.0% | — | 1312 | +2,313 | New | Q1 2026 | May 01, 2026 |
| Wealth Quarterback LLC | History | New | 2,310 | 214 | 0.08% | — | 1314 | +2,310 | New | Q1 2026 | Apr 09, 2026 |
| Taylor Financial Group, Inc. | History | New | 2,304 | 214 | 0.13% | — | 1315 | +2,304 | New | Q1 2026 | May 13, 2026 |
| Compass Ion Advisors, LLC | History | New | 2,299 | 213 | 0.02% | — | 1316 | +2,299 | New | Q1 2026 | Apr 13, 2026 |
| HEADINVEST, LLC | History | New | 2,290 | 212 | 0.04% | — | 1317 | +2,290 | New | Q1 2026 | May 15, 2026 |
| Hudock, Inc. | History | New | 2,290 | 212 | 0.03% | — | 1318 | +2,290 | New | Q1 2026 | May 13, 2026 |
| Corus Family Wealth Advisors | History | New | 2,285 | 212 | 0.17% | — | 1319 | +2,285 | New | Q1 2026 | Apr 28, 2026 |
| Sulzberger Capital Advisors, Inc. | History | New | 2,284 | 212 | 0.22% | — | 1320 | +2,284 | New | Q1 2026 | Apr 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 2,274 | 211 | 0.01% | — | 1322 | +2,274 | New | Q1 2026 | Apr 09, 2026 |
| OARSMAN CAPITAL, INC. | History | New | 2,269 | 211 | 0.03% | — | 1321 | +2,269 | New | Q1 2026 | Apr 27, 2026 |
| FIRST NATIONAL TRUST CO | History | New | 2,267 | 210 | 0.01% | — | 1323 | +2,267 | New | Q1 2026 | May 07, 2026 |
| J. Safra Sarasin Holding AG | History | New | 2,263 | 209 | 0.0% | — | 1326 | +2,263 | New | Q1 2026 | May 04, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | New | 2,257 | 209 | 0.02% | — | 1325 | +2,257 | New | Q1 2026 | May 01, 2026 |
| Stonebrook Private Inc. | History | New | 2,248 | 209 | 0.04% | — | 1327 | +2,248 | New | Q1 2026 | May 11, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 2,847 | 209 | 0.02% | 0.02% | 1324 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Institute for Wealth Management, LLC. | History | New | 2,243 | 208 | 0.02% | — | 1328 | +2,243 | New | Q1 2026 | May 13, 2026 |
| BDFS Capital LLC | History | New | 2,239 | 208 | 0.1% | — | 1329 | +2,239 | New | Q1 2026 | Apr 15, 2026 |
| Leslie Global Wealth, LLC | History | New | 2,231 | 207 | 0.11% | — | 1331 | +2,231 | New | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 2,234 | 207 | 0.01% | 0.01% | 1330 | -681 | -23.36% | Q1 2026 | May 05, 2026 |
| Elite Life Management LLC | History | New | 2,461 | 206 | 0.26% | — | 1333 | +2,461 | New | Q1 2026 | May 11, 2026 |
| ALTFEST L J & CO INC | History | New | 2,221 | 206 | 0.02% | — | 1332 | +2,221 | New | Q1 2026 | Apr 28, 2026 |
| Mills Wealth Advisors LLC | History | New | 2,209 | 205 | 0.07% | — | 1335 | +2,209 | New | Q1 2026 | Apr 24, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Reduced | 2,213 | 205 | 0.18% | 0.16% | 1334 | -518 | -18.97% | Q1 2026 | Apr 28, 2026 |
| Red Mountain Financial, LLC | History | New | 2,203 | 204 | 0.19% | — | 1337 | +2,203 | New | Q1 2026 | Apr 28, 2026 |
| Magnolia Private Wealth, LLC | History | New | 2,202 | 204 | 0.14% | — | 1338 | +2,202 | New | Q1 2026 | Apr 21, 2026 |
| Veery Capital, LLC | History | New | 2,194 | 204 | 0.06% | — | 1336 | +2,194 | New | Q1 2026 | Apr 09, 2026 |
| SevenBridge Financial Group, LLC | History | New | 2,258 | 202 | 0.03% | — | 1339 | +2,258 | New | Q1 2026 | Apr 23, 2026 |
| Kapstone Financial Advisors LLC | History | New | 2,177 | 202 | 0.1% | — | 1341 | +2,177 | New | Q1 2026 | Apr 22, 2026 |
| EWA, LLC | History | New | 2,174 | 202 | 0.05% | — | 1340 | +2,174 | New | Q1 2026 | Apr 23, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 2,157 | 200 | 0.0% | — | 1343 | +2,157 | New | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 2,152 | 200 | 0.01% | — | 1344 | +2,152 | New | Q1 2026 | May 14, 2026 |
| MTM Investment Management, LLC | History | Added to | 2,159 | 200 | 0.06% | 0.05% | 1342 | +4 | 0.19% | Q1 2026 | May 06, 2026 |
| Avion Wealth | History | Added to | 2,142 | 199 | 0.04% | 0.02% | 1345 | +1,000 | 87.57% | Q1 2026 | May 01, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 2,091 | 194 | 0.02% | 0.01% | 1346 | +805 | 62.6% | Q1 2026 | May 11, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 2,076 | 193 | 0.05% | 0.04% | 1347 | -164 | -7.32% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,067 | 192 | 0.01% | 0.01% | 1348 | -775 | -27.27% | Q1 2026 | Apr 24, 2026 |
| Boit C F David | History | No change | 2,000 | 186 | 0.08% | 0.06% | 1349 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| McMillan Office, Inc. | History | Reduced | 1,979 | 184 | 0.02% | 0.02% | 1351 | -543 | -21.53% | Q1 2026 | Apr 23, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 2,052 | 184 | 0.0% | 0.0% | 1350 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 1,974 | 183 | 0.09% | 0.05% | 1352 | +885 | 81.27% | Q1 2026 | Apr 30, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 1,971 | 183 | 0.1% | 0.09% | 1353 | -18 | -0.9% | Q1 2026 | Apr 20, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,937 | 180 | 0.01% | 0.01% | 1354 | -76 | -3.78% | Q1 2026 | Apr 17, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,928 | 179 | 0.06% | — | 1355 | +1,928 | New | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,894 | 176 | 0.01% | 0.0% | 1356 | +553 | 41.24% | Q1 2026 | Apr 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,882 | 175 | 0.04% | — | 1359 | +1,882 | New | Q1 2026 | May 08, 2026 |
| Riverview Trust Co | History | Reduced | 1,889 | 175 | 0.22% | 0.23% | 1357 | -740 | -28.15% | Q1 2026 | May 01, 2026 |
| Noble Wealth Management PBC | History | No change | 1,886 | 175 | 0.09% | 0.07% | 1358 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,868 | 171 | 0.01% | 0.01% | 1360 | -65 | -3.36% | Q1 2026 | Apr 27, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 16,300 | 169 | 0.02% | — | 1361 | +16,300 | New | Q1 2026 | May 12, 2026 |
| Westend Capital Management, LLC | History | Reduced | 1,805 | 167 | 0.05% | 0.04% | 1362 | -61 | -3.27% | Q1 2026 | Apr 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 1,803 | 167 | 0.05% | 0.04% | 1363 | +1 | 0.06% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 1,770 | 164 | 0.05% | 0.04% | 1364 | -44 | -2.43% | Q1 2026 | Apr 22, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 1,719 | 159 | 0.06% | — | 1366 | +1,719 | New | Q1 2026 | Apr 28, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 1,720 | 159 | 0.05% | 0.04% | 1365 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| True Link Financial Advisors, LLC | History | New | 1,700 | 158 | 0.01% | — | 1367 | +1,700 | New | Q1 2026 | Apr 29, 2026 |
| Anfield Capital Management, LLC | History | Added to | 1,683 | 156 | 0.04% | 0.0% | 1368 | +1,650 | 5000.0% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Added to | 1,665 | 153 | 0.03% | 0.04% | 1369 | +88 | 5.58% | Q1 2026 | May 11, 2026 |
| Winthrop Capital Management, LLC | History | No change | 1,616 | 150 | 0.04% | 0.03% | 1370 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Grove Bank & Trust | History | Added to | 1,579 | 146 | 0.02% | 0.01% | 1371 | +12 | 0.77% | Q1 2026 | Apr 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 1,563 | 145 | 0.01% | 0.01% | 1372 | -567 | -26.62% | Q1 2026 | May 12, 2026 |
| Crews Bank & Trust | History | No change | 1,568 | 145 | 0.02% | 0.02% | 1373 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Acropolis Investment Management, LLC | History | New | 1,555 | 144 | 0.01% | — | 1375 | +1,555 | New | Q1 2026 | Apr 09, 2026 |
| CITY HOLDING CO | History | Reduced | 1,558 | 144 | 0.02% | 0.02% | 1374 | -880 | -36.1% | Q1 2026 | Apr 15, 2026 |
| Colonial Trust Advisors | History | Added to | 1,521 | 141 | 0.01% | 0.01% | 1377 | +33 | 2.22% | Q1 2026 | May 12, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,521 | 141 | 0.04% | 0.03% | 1376 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BFSG, LLC | History | No change | 1,480 | 137 | 0.01% | 0.01% | 1378 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rakuten Securities, Inc. | History | Added to | 1,471 | 136 | 0.06% | — | 1379 | +1,469 | 73450.0% | Q1 2026 | May 01, 2026 |
| TSFG, LLC | History | No change | 1,436 | 134 | 0.02% | 0.02% | 1380 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| West Branch Capital LLC | History | No change | 1,439 | 133 | 0.04% | 0.03% | 1381 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,388 | 129 | 0.05% | 0.04% | 1382 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FIL Ltd | History | Reduced | 1,345 | 125 | 0.0% | 0.0% | 1383 | -12 | -0.88% | Q1 2026 | May 15, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,300 | 120 | 0.03% | 0.02% | 1384 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| City State Bank | History | Reduced | 1,245 | 115 | 0.03% | 0.03% | 1387 | -37 | -2.89% | Q1 2026 | Apr 20, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 1,245 | 115 | 0.09% | 0.08% | 1385 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,247 | 115 | 0.02% | 0.01% | 1386 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Global Assets Advisory, LLC | History | New | 1,236 | 114 | 0.03% | — | 1388 | +1,236 | New | Q1 2026 | May 01, 2026 |
| Manchester Capital Management LLC | History | Reduced | 1,217 | 113 | 0.02% | 0.01% | 1389 | -81 | -6.24% | Q1 2026 | May 11, 2026 |
| EFG International AG | History | Added to | 1,198 | 111 | 0.0% | 0.0% | 1390 | +298 | 33.11% | Q1 2026 | May 15, 2026 |
| Strategic Investment Advisors / MI | History | New | 1,164 | 108 | 0.01% | — | 1392 | +1,164 | New | Q1 2026 | May 18, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,215 | 108 | 0.01% | 0.01% | 1391 | +150 | 14.08% | Q1 2026 | May 06, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 1,145 | 106 | 0.0% | — | 1393 | +1,145 | New | Q1 2026 | Apr 14, 2026 |
| Vanguard National Trust Co | History | New | 1,122 | 104 | 0.01% | — | 1394 | +1,122 | New | Q1 2026 | May 08, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 1,118 | 103 | 0.02% | 0.02% | 1395 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Opal Wealth Advisors, LLC | History | New | 1,098 | 102 | 0.02% | — | 1396 | +1,098 | New | Q1 2026 | Apr 14, 2026 |
| Colonial Trust Co / SC | History | Reduced | 1,070 | 99 | 0.01% | 0.01% | 1397 | -213 | -16.6% | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | Reduced | 1,062 | 98 | 0.0% | 0.0% | 1398 | -22 | -2.03% | Q1 2026 | May 11, 2026 |
| Roxbury Financial LLC | History | No change | 1,062 | 98 | 0.09% | 0.07% | 1399 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 1,047 | 97 | 0.02% | 0.01% | 1400 | -100 | -8.72% | Q1 2026 | May 04, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,021 | 94 | 0.01% | 0.01% | 1401 | -53 | -4.93% | Q1 2026 | Apr 28, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 1,000 | 93 | 0.01% | — | 1405 | +1,000 | New | Q1 2026 | Apr 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,001 | 93 | 0.02% | — | 1403 | +989 | 8241.67% | Q1 2026 | May 11, 2026 |
| UNION SAVINGS BANK | History | Reduced | 1,004 | 93 | 0.04% | 0.04% | 1404 | -245 | -19.62% | Q1 2026 | Apr 17, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 1,000 | 93 | 0.02% | 0.02% | 1402 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 972 | 90 | 0.01% | 0.01% | 1407 | -4 | -0.41% | Q1 2026 | Apr 24, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 2,940 | 90 | 0.02% | 0.03% | 1406 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 952 | 88 | 0.03% | 0.02% | 1408 | +1 | 0.11% | Q1 2026 | May 04, 2026 |
| Fortitude Family Office, LLC | History | No change | 950 | 88 | 0.02% | 0.02% | 1409 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GW&K Investment Management, LLC | History | Added to | 928 | 86 | 0.0% | 0.0% | 1410 | +113 | 13.87% | Q1 2026 | May 13, 2026 |
| Fairscale Capital, LLC | History | No change | 920 | 85 | 0.06% | 0.04% | 1411 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Elequin Capital, LP | History | New | 889 | 82 | 0.01% | — | 1413 | +889 | New | Q1 2026 | May 11, 2026 |
| Sawyer & Company, Inc | History | No change | 891 | 82 | 0.03% | 0.02% | 1412 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LRI Investments, LLC | History | No change | 846 | 78 | 0.01% | 0.01% | 1414 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 789 | 74 | 0.02% | 0.02% | 1415 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fairman Group, LLC | History | No change | 797 | 74 | 0.06% | 0.05% | 1416 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 800 | 74 | 0.04% | 0.03% | 1417 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BAYBAN | History | No change | 800 | 74 | 0.06% | 0.05% | 1418 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bank of New Hampshire | History | Added to | 791 | 73 | 0.02% | 0.0% | 1419 | +721 | 1030.0% | Q1 2026 | Apr 13, 2026 |
| Asset Dedication, LLC | History | No change | 972 | 71 | 0.0% | 0.0% | 1420 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tacita Capital Inc | History | No change | 753 | 70 | 0.04% | 0.03% | 1421 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Accent Capital Management, LLC | History | New | 745 | 69 | 0.03% | — | 1422 | +745 | New | Q1 2026 | May 11, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 740 | 68 | 0.05% | 0.04% | 1426 | +219 | 42.03% | Q1 2026 | Apr 02, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 741 | 68 | 0.01% | 0.01% | 1425 | -210 | -22.08% | Q1 2026 | Apr 23, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 737 | 68 | 0.03% | 0.02% | 1424 | +5 | 0.68% | Q1 2026 | Apr 17, 2026 |
| WEBSTER BANK, N. A. | History | No change | 739 | 68 | 0.01% | 0.01% | 1423 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 730 | 67 | 0.0% | 0.0% | 1429 | -34 | -4.45% | Q1 2026 | Apr 10, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 729 | 67 | 0.0% | 0.0% | 1428 | +27 | 3.85% | Q1 2026 | Apr 27, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 726 | 67 | 0.03% | 0.02% | 1427 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 704 | 65 | 0.07% | 0.05% | 1430 | +77 | 12.28% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 694 | 64 | 0.01% | 0.01% | 1431 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 686 | 63 | 0.0% | 0.01% | 1432 | -500 | -42.16% | Q1 2026 | May 12, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 682 | 63 | 0.02% | 0.02% | 1433 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Founders Capital Management | History | Reduced | 662 | 61 | 0.03% | 0.03% | 1435 | -108 | -14.03% | Q1 2026 | Apr 21, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 662 | 61 | 0.0% | 0.0% | 1434 | +75 | 12.78% | Q1 2026 | May 15, 2026 |
| First Pacific Financial | History | Added to | 643 | 59 | 0.01% | 0.0% | 1436 | +166 | 34.8% | Q1 2026 | Apr 23, 2026 |
| PlanVest Financial, Inc | History | New | 629 | 58 | 0.04% | — | 1437 | +629 | New | Q1 2026 | May 14, 2026 |
| Red Tortoise LLC | History | Added to | 611 | 56 | 0.02% | 0.02% | 1438 | +1 | 0.16% | Q1 2026 | Apr 21, 2026 |
| Blume Capital Management, Inc. | History | Added to | 600 | 55 | 0.01% | 0.0% | 1440 | +500 | 500.0% | Q1 2026 | May 01, 2026 |
| TD Capital Management LLC | History | No change | 597 | 55 | 0.0% | 0.0% | 1439 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Legacy Bridge, LLC | History | No change | 600 | 55 | 0.02% | 0.02% | 1441 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 581 | 54 | 0.03% | — | 1443 | +581 | New | Q1 2026 | May 01, 2026 |
| Key FInancial Inc | History | Added to | 589 | 54 | 0.01% | 0.01% | 1442 | +110 | 22.96% | Q1 2026 | Apr 24, 2026 |
| Millstone Evans Group, LLC | History | No change | 575 | 53 | 0.03% | 0.02% | 1444 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IFG Advisory, LLC | History | New | 566 | 52 | 0.15% | — | 1446 | +566 | New | Q1 2026 | May 12, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 564 | 52 | 0.01% | 0.01% | 1445 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 559 | 51 | 0.03% | — | 1448 | +559 | New | Q1 2026 | May 12, 2026 |
| True Wealth Design, LLC | History | Added to | 555 | 51 | 0.01% | 0.01% | 1447 | +213 | 62.28% | Q1 2026 | Apr 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 517 | 48 | 0.0% | — | 1450 | +517 | New | Q1 2026 | May 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 523 | 48 | 0.02% | 0.02% | 1449 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | New | 1,000 | 47 | 0.0% | — | 1453 | +1,000 | New | Q1 2026 | Apr 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 508 | 47 | 0.01% | 0.01% | 1451 | -167 | -24.74% | Q1 2026 | Apr 17, 2026 |
| NFSG Corp | History | Reduced | 508 | 47 | 0.01% | 0.01% | 1452 | -19 | -3.61% | Q1 2026 | May 05, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 504 | 46 | 0.0% | 0.0% | 1455 | +32 | 6.78% | Q1 2026 | Apr 21, 2026 |
| Towne Trust Company, N.A | History | No change | 500 | 46 | 0.01% | 0.01% | 1454 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cheviot Value Management, LLC | History | No change | 500 | 46 | 0.0% | 0.0% | 1456 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Winch Advisory Services, LLC | History | Added to | 485 | 45 | 0.01% | 0.01% | 1457 | +4 | 0.83% | Q1 2026 | Apr 30, 2026 |
| Fortis Group Advisors, LLC | History | No change | 492 | 45 | 0.01% | 0.01% | 1458 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 489 | 45 | 0.01% | 0.01% | 1459 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 480 | 44 | 0.01% | 0.01% | 1461 | +59 | 14.01% | Q1 2026 | Apr 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 475 | 44 | 0.01% | 0.0% | 1462 | +45 | 10.47% | Q1 2026 | Apr 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 609 | 44 | 0.0% | 0.0% | 1460 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JNBA Financial Advisors | History | Reduced | 465 | 43 | 0.0% | 0.0% | 1464 | -152 | -24.64% | Q1 2026 | Apr 22, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 463 | 43 | 0.0% | 0.0% | 1463 | -51 | -9.92% | Q1 2026 | May 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 443 | 41 | 0.01% | 0.0% | 1465 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Community Bank, N.A. | History | No change | 440 | 40 | 0.0% | 0.0% | 1466 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 423 | 39 | 0.0% | 0.0% | 1467 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 410 | 38 | 0.01% | 0.01% | 1468 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quintet Private Bank (Europe) S.A. | History | New | 407 | 37 | 0.0% | — | 1470 | +407 | New | Q1 2026 | Apr 22, 2026 |
| Y.D. More Investments Ltd | History | No change | 400 | 37 | 0.0% | 0.0% | 1469 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Napier Financial, LLC | History | New | 389 | 36 | 0.01% | — | 1475 | +389 | New | Q1 2026 | May 05, 2026 |
| Wiser Advisor Group LLC | History | Added to | 395 | 36 | 0.04% | 0.03% | 1473 | +4 | 1.02% | Q1 2026 | Apr 22, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 500 | 36 | 0.0% | 0.0% | 1471 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pflug Koory, LLC | History | No change | 392 | 36 | 0.02% | 0.01% | 1472 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 390 | 36 | 0.0% | 0.0% | 1474 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Reduced | 400 | 35 | 0.02% | 0.03% | 1476 | -350 | -46.67% | Q1 2026 | May 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 484 | 35 | 0.03% | 0.03% | 1477 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Destiny Wealth Partners, LLC | History | New | 375 | 34 | 0.0% | — | 1479 | +375 | New | Q1 2026 | May 11, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 371 | 34 | 0.0% | 0.0% | 1478 | +191 | 106.11% | Q1 2026 | Apr 21, 2026 |
| CVA Family Office, LLC | History | No change | 362 | 33 | 0.0% | 0.0% | 1480 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Operose Advisors LLC | History | New | 350 | 32 | 0.01% | — | 1483 | +350 | New | Q1 2026 | May 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 350 | 32 | 0.0% | 0.0% | 1481 | -299 | -46.07% | Q1 2026 | Apr 28, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 353 | 32 | 0.0% | 0.0% | 1482 | +210 | 146.85% | Q1 2026 | May 04, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 336 | 31 | 0.01% | 0.01% | 1485 | +75 | 28.74% | Q1 2026 | May 12, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 338 | 31 | 0.01% | 0.01% | 1484 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Trask Adam Roland | History | New | 325 | 30 | 0.03% | — | 1489 | +325 | New | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 324 | 30 | 0.0% | 0.01% | 1488 | -230 | -41.52% | Q1 2026 | May 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 328 | 30 | 0.02% | 0.01% | 1487 | +3 | 0.92% | Q1 2026 | May 13, 2026 |
| CGC Financial Services, LLC | History | No change | 324 | 30 | 0.01% | 0.01% | 1486 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 313 | 29 | 0.02% | 0.01% | 1490 | +30 | 10.6% | Q1 2026 | Apr 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 319 | 29 | 0.02% | 0.02% | 1491 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Nemes Rush Group LLC | History | Added to | 304 | 28 | 0.0% | 0.0% | 1494 | +43 | 16.48% | Q1 2026 | Apr 21, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 300 | 28 | 0.02% | 0.02% | 1492 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 309 | 28 | 0.01% | 0.01% | 1493 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Accordant Advisory Group Inc | History | New | 295 | 27 | 0.02% | — | 1498 | +295 | New | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | Added to | 293 | 27 | 0.01% | 0.01% | 1497 | +58 | 24.68% | Q1 2026 | May 13, 2026 |
| WPG Advisers, LLC | History | Reduced | 293 | 27 | 0.02% | 0.02% | 1496 | -57 | -16.29% | Q1 2026 | Apr 29, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 300 | 27 | 0.01% | 0.01% | 1495 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Truvestments Capital LLC | History | Added to | 287 | 26 | 0.0% | 0.0% | 1499 | +80 | 38.65% | Q1 2026 | May 13, 2026 |
| Missouri Trust & Investment Co | History | No change | 285 | 26 | 0.01% | 0.01% | 1500 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stephens Consulting, LLC | History | No change | 359 | 26 | 0.01% | 0.01% | 1501 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Motiv8 Investments LLC | History | No change | 349 | 26 | 0.01% | 0.01% | 1502 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kilter Group LLC | History | Added to | 272 | 25 | 0.01% | 0.0% | 1503 | +154 | 130.51% | Q1 2026 | May 14, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 276 | 25 | 0.01% | 0.0% | 1504 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 263 | 24 | 0.02% | — | 1507 | +263 | New | Q1 2026 | Apr 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 265 | 24 | 0.0% | 0.0% | 1505 | +102 | 62.58% | Q1 2026 | Apr 13, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 264 | 24 | 0.0% | 0.0% | 1506 | -98 | -27.07% | Q1 2026 | Apr 23, 2026 |
| PROFFITT & GOODSON INC | History | No change | 248 | 23 | 0.0% | 0.0% | 1508 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ORG Partners LLC | History | No change | 325 | 23 | 0.0% | 0.0% | 1509 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JPL Wealth Management, LLC | History | New | 238 | 22 | 0.01% | — | 1513 | +238 | New | Q1 2026 | May 08, 2026 |
| Abound Wealth Management | History | Reduced | 245 | 22 | 0.0% | 0.0% | 1511 | -36 | -12.81% | Q1 2026 | Apr 10, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 240 | 22 | 0.01% | 0.01% | 1510 | -25 | -9.43% | Q1 2026 | Apr 21, 2026 |
| Park Place Capital Corp | History | Added to | 245 | 22 | 0.0% | 0.0% | 1512 | +17 | 7.46% | Q1 2026 | Apr 09, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 229 | 21 | 0.01% | 0.05% | 1514 | -1,667 | -87.92% | Q1 2026 | Apr 14, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 234 | 21 | 0.0% | 0.0% | 1515 | -176 | -42.93% | Q1 2026 | Apr 10, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 233 | 21 | 0.0% | 0.0% | 1516 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| DecisionPoint Financial, LLC | History | No change | 228 | 21 | 0.0% | 0.0% | 1517 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BankPlus Trust Department | History | No change | 226 | 21 | 0.01% | 0.0% | 1518 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 222 | 20 | 0.0% | 0.0% | 1519 | -262 | -54.13% | Q1 2026 | Apr 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 225 | 20 | 0.0% | — | 1522 | +225 | New | Q1 2026 | May 05, 2026 |
| Triumph Capital Management | History | Added to | 224 | 20 | 0.0% | 0.0% | 1520 | +121 | 117.48% | Q1 2026 | May 13, 2026 |
| Vision Retirement, LLC | History | No change | 224 | 20 | 0.01% | 0.0% | 1521 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Freedom, LLC | History | No change | 206 | 19 | 0.01% | 0.01% | 1523 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Centennial Bank/AR/ | History | No change | 215 | 19 | 0.01% | 0.01% | 1524 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wall Street Financial Group, Inc. | History | New | 195 | 18 | 0.01% | — | 1532 | +195 | New | Q1 2026 | May 05, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 196 | 18 | 0.0% | 0.0% | 1529 | +31 | 18.79% | Q1 2026 | Apr 03, 2026 |
| Security National Bank | History | No change | 200 | 18 | 0.0% | 0.0% | 1525 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Front Row Advisors LLC | History | No change | 200 | 18 | 0.01% | 0.0% | 1526 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 200 | 18 | 0.0% | 0.0% | 1527 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 258 | 18 | 0.03% | 0.03% | 1528 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quent Capital, LLC | History | No change | 196 | 18 | 0.0% | 0.0% | 1530 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Kentucky Trust Co | History | No change | 200 | 18 | 0.01% | 0.01% | 1531 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Arlington Trust Co LLC | History | New | 191 | 17 | 0.0% | — | 1533 | +191 | New | Q1 2026 | Apr 08, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 178 | 16 | 0.0% | 0.0% | 1534 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | New | 170 | 15 | 0.0% | — | 1540 | +170 | New | Q1 2026 | May 14, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 164 | 15 | 0.0% | — | 1539 | +164 | New | Q1 2026 | May 13, 2026 |
| MASECO LLP | History | New | 163 | 15 | 0.0% | — | 1541 | +163 | New | Q1 2026 | Apr 21, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 164 | 15 | 0.0% | 0.0% | 1538 | +103 | 168.85% | Q1 2026 | May 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 162 | 15 | 0.0% | 0.0% | 1535 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 165 | 15 | 0.01% | 0.0% | 1536 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| High Note Wealth, LLC | History | No change | 166 | 15 | 0.0% | 0.0% | 1537 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Lavaca Capital LLC | History | No change | 154 | 14 | 0.0% | 0.0% | 1542 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 148 | 13 | 0.01% | 0.01% | 1545 | +29 | 24.37% | Q1 2026 | May 08, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 142 | 13 | 0.0% | 0.0% | 1543 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RMG Wealth Management LLC | History | No change | 164 | 13 | 0.0% | 0.0% | 1544 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | No change | 148 | 13 | 0.0% | 0.0% | 1546 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Strategic Wealth Advisors LLC | History | Reduced | 133 | 12 | 0.01% | 0.02% | 1551 | -134 | -50.19% | Q1 2026 | May 01, 2026 |
| Strengthening Families & Communities, LLC | History | New | 133 | 12 | 0.0% | — | 1552 | +133 | New | Q1 2026 | May 11, 2026 |
| Westfuller Advisors, LLC | History | Added to | 135 | 12 | 0.01% | 0.0% | 1548 | +1 | 0.75% | Q1 2026 | Apr 28, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 139 | 12 | 0.01% | 0.01% | 1547 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bank of Jackson Hole Trust | History | No change | 136 | 12 | 0.01% | 0.0% | 1549 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 130 | 12 | 0.01% | 0.01% | 1550 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| YANKCOM Partnership | History | Reduced | 122 | 11 | 0.0% | 0.01% | 1555 | -229 | -65.24% | Q1 2026 | Apr 20, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 126 | 11 | 0.01% | — | 1559 | +126 | New | Q1 2026 | May 08, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 124 | 11 | 0.0% | 0.0% | 1553 | +92 | 287.5% | Q1 2026 | Apr 30, 2026 |
| Clark Wealth Partners | History | Added to | 128 | 11 | 0.01% | 0.01% | 1557 | +1 | 0.79% | Q1 2026 | May 11, 2026 |
| GoalVest Advisory LLC | History | No change | 129 | 11 | 0.0% | 0.0% | 1554 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Boreal Capital Management LLC | History | No change | 125 | 11 | 0.01% | 0.01% | 1556 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Monetary Solutions, Ltd | History | No change | 123 | 11 | 0.01% | 0.01% | 1558 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 117 | 10 | 0.01% | — | 1568 | +117 | New | Q1 2026 | May 05, 2026 |
| Gen-Wealth Partners Inc | History | New | 108 | 10 | 0.0% | — | 1567 | +108 | New | Q1 2026 | May 08, 2026 |
| BALLAST ADVISORS LLC | History | New | 107 | 10 | 0.0% | — | 1566 | +107 | New | Q1 2026 | May 12, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 110 | 10 | 0.0% | 0.0% | 1565 | +1 | 0.92% | Q1 2026 | Apr 07, 2026 |
| Morse Asset Management, Inc | History | No change | 110 | 10 | 0.0% | 0.0% | 1560 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 140 | 10 | 0.01% | 0.01% | 1561 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 114 | 10 | 0.0% | 0.0% | 1562 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CoreFirst Bank & Trust | History | No change | 139 | 10 | 0.01% | 0.01% | 1563 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 146 | 10 | 0.01% | 0.01% | 1564 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 100 | 9 | 0.0% | 0.0% | 1569 | -200 | -66.67% | Q1 2026 | Apr 20, 2026 |
| Costello Asset Management, INC | History | New | 100 | 9 | 0.0% | — | 1573 | +100 | New | Q1 2026 | Apr 30, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 107 | 9 | 0.0% | 0.0% | 1570 | -9 | -7.76% | Q1 2026 | May 06, 2026 |
| Corsicana & Co. | History | No change | 128 | 9 | 0.01% | 0.01% | 1571 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bare Financial Services, Inc | History | No change | 102 | 9 | 0.0% | 0.0% | 1572 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 89 | 8 | 0.0% | — | 1574 | +83 | 1383.33% | Q1 2026 | Apr 30, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 98 | 8 | 0.01% | 0.01% | 1576 | +2 | 2.08% | Q1 2026 | Apr 29, 2026 |
| Breakwater Investment Management | History | No change | 96 | 8 | 0.0% | 0.0% | 1575 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HighMark Wealth Management LLC | History | New | 83 | 7 | 0.0% | — | 1580 | +83 | New | Q1 2026 | May 05, 2026 |
| Main Street Group, LTD | History | New | 83 | 7 | 0.0% | — | 1581 | +83 | New | Q1 2026 | May 06, 2026 |
| Portus Wealth Advisors, LLC | History | New | 81 | 7 | 0.01% | — | 1582 | +81 | New | Q1 2026 | Apr 22, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 80 | 7 | 0.0% | 0.0% | 1578 | -15 | -15.79% | Q1 2026 | Apr 14, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 83 | 7 | 0.0% | 0.0% | 1577 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Benson Wealth Management INC | History | No change | 80 | 7 | 0.01% | 0.01% | 1579 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JDM Financial Group LLC | History | New | 72 | 6 | 0.0% | — | 1588 | +72 | New | Q1 2026 | May 20, 2026 |
| Burk Holdings LLC | History | New | 69 | 6 | 0.0% | — | 1589 | +69 | New | Q1 2026 | May 07, 2026 |
| CX Institutional | History | Reduced | 61 | 6 | 0.0% | 0.0% | 1583 | -33 | -35.11% | Q1 2026 | Apr 06, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 73 | 6 | 0.0% | 0.0% | 1585 | +9 | 14.06% | Q1 2026 | Apr 17, 2026 |
| Piscataqua Savings Bank | History | No change | 66 | 6 | 0.0% | 0.0% | 1584 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 66 | 6 | 0.0% | 0.0% | 1586 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Aventura Private Wealth, LLC | History | No change | 74 | 6 | 0.0% | 0.0% | 1587 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Reduced | 50 | 5 | 0.0% | 0.0% | 1590 | -350 | -87.5% | Q1 2026 | May 15, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 58 | 5 | 0.04% | 0.05% | 1594 | -91 | -61.07% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Added to | 58 | 5 | 0.0% | 0.0% | 1592 | +21 | 56.76% | Q1 2026 | May 05, 2026 |
| Mascoma Wealth Management LLC | History | No change | 54 | 5 | 0.0% | 0.0% | 1591 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Byrne Asset Management LLC | History | No change | 64 | 5 | 0.0% | 0.0% | 1593 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 61 | 5 | 0.0% | 0.0% | 1595 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealth Science Advisors LLC | History | New | 55 | 4 | 0.0% | — | 1603 | +55 | New | Q1 2026 | Apr 08, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 46 | 4 | 0.0% | 0.0% | 1597 | -54 | -54.0% | Q1 2026 | May 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 49 | 4 | 0.0% | 0.0% | 1602 | -17 | -25.76% | Q1 2026 | May 14, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 47 | 4 | 0.0% | 0.0% | 1598 | +1 | 2.17% | Q1 2026 | May 01, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 44 | 4 | 0.0% | 0.0% | 1596 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pacifica Partners Inc. | History | No change | 50 | 4 | 0.0% | 0.0% | 1599 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Olistico Wealth, LLC | History | No change | 45 | 4 | 0.0% | 0.0% | 1600 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 50 | 4 | 0.0% | 0.0% | 1601 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Raleigh Capital Management Inc. | History | New | 36 | 3 | 0.0% | — | 1608 | +36 | New | Q1 2026 | Apr 28, 2026 |
| IAG Wealth Partners, LLC | History | New | 34 | 3 | 0.0% | — | 1607 | +34 | New | Q1 2026 | Apr 29, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 36 | 3 | 0.0% | 0.0% | 1606 | +3 | 9.09% | Q1 2026 | Apr 29, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 36 | 3 | 0.0% | 0.0% | 1604 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 33 | 3 | 0.0% | 0.0% | 1605 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Horrell Capital Management, Inc. | History | New | 32 | 2 | 0.0% | — | 1613 | +32 | New | Q1 2026 | Apr 30, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 26 | 2 | 0.0% | 0.0% | 1609 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| DAGCO, INC. | History | No change | 30 | 2 | 0.0% | 0.0% | 1610 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 1611 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 25 | 2 | 0.0% | 0.0% | 1612 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 1615 | -52 | -77.61% | Q1 2026 | May 05, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 15 | 1 | 0.0% | — | 1618 | +15 | New | Q1 2026 | Apr 13, 2026 |
| ATWOOD & PALMER INC | History | No change | 15 | 1 | 0.0% | 0.0% | 1614 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Caitlin John, LLC | History | No change | 13 | 1 | 0.0% | — | 1616 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bernard Wealth Management Corp. | History | No change | 19 | 1 | 0.0% | 0.0% | 1617 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -881,376 | -100.0% | Q1 2026 | May 14, 2026 |
| Merewether Investment Management, LP | History | Closed out | 0 | 0 | — | 0.91% | — | -539,421 | -100.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -174,870 | -100.0% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -125,212 | -100.0% | Q1 2026 | May 15, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -80,000 | -100.0% | Q1 2026 | May 15, 2026 |
| tru Independence LLC | History | Closed out | 0 | 0 | — | 1.42% | — | -76,445 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Regency Capital Management Inc.\DE | History | Closed out | 0 | 0 | — | 2.21% | — | -72,293 | -100.0% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -65,698 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Blackstone Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -63,064 | -100.0% | Q1 2026 | May 15, 2026 |
| Yarbrough Capital, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -57,590 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -42,519 | -100.0% | Q1 2026 | May 15, 2026 |
| Asio Capital, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -39,002 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -34,432 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.02% | — | -33,938 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -28,510 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -20,989 | -100.0% | Q1 2026 | May 15, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -16,699 | -100.0% | Q1 2026 | May 01, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.1% | — | -14,698 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -13,248 | -100.0% | Q1 2026 | May 12, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -12,029 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -10,549 | -100.0% | Q1 2026 | May 12, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.24% | — | -9,104 | -100.0% | Q1 2026 | May 05, 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,085 | -100.0% | Q1 2026 | May 12, 2026 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,299 | -100.0% | Q1 2026 | May 11, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,526 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CenterStar Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -7,000 | -100.0% | Q1 2026 | May 01, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,120 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,103 | -100.0% | Q1 2026 | Apr 29, 2026 |
| COMMONS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -6,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Cordatus Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,181 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,157 | -100.0% | Q1 2026 | May 01, 2026 |
| Argent Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -4,556 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Alteri Wealth LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,404 | -100.0% | Q1 2026 | May 06, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,329 | -100.0% | Q1 2026 | May 20, 2026 |
| VILLERE ST DENIS J & CO LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CHILTON INVESTMENT CO INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,000 | -100.0% | Q1 2026 | May 15, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -3,830 | -100.0% | Q1 2026 | Apr 20, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,740 | -100.0% | Q1 2026 | May 14, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,672 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Closed out | 0 | 0 | — | 0.02% | — | -3,628 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Ascension Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -3,400 | -100.0% | Q1 2026 | May 13, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.02% | — | -3,270 | -100.0% | Q1 2026 | Apr 17, 2026 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,226 | -100.0% | Q1 2026 | May 07, 2026 |
| Goldstone Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,202 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,146 | -100.0% | Q1 2026 | Apr 16, 2026 |
| FMB WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.09% | — | -3,145 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Warther Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,099 | -100.0% | Q1 2026 | May 14, 2026 |
| MKT Advisors LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,900 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Leibman Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -2,856 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,165 | -100.0% | Q1 2026 | May 12, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -810 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -800 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -751 | -100.0% | Q1 2026 | May 06, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -464 | -100.0% | Q1 2026 | May 01, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -402 | -100.0% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -351 | -100.0% | Q1 2026 | May 01, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -318 | -100.0% | Q1 2026 | May 13, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -201 | -100.0% | Q1 2026 | May 15, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 11, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -193 | -100.0% | Q1 2026 | May 15, 2026 |
| Ninety One UK Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -163 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Bangor Savings Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q1 2026 | Apr 01, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q1 2026 | May 15, 2026 |
| Bravera Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q1 2026 | May 04, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q1 2026 | May 04, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Fort Vancouver Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q1 2026 | May 15, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 11, 2026 |
| Quaker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q1 2026 | Apr 10, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q1 2026 | Apr 17, 2026 |
| STEPH & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Heritage Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 13, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 12, 2026 |
| Walsh & Associates, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 08, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 14, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hughes Financial Services, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |