Sanofi - SNY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DODGE & COX | History | Reduced | 28,088,274 | 1,198,245 | 0.63% | 0.78% | 1 | -1,416,358 | -4.8% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 10,702,527 | 456,569 | 0.02% | 0.04% | 2 | -1,809,340 | -14.46% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 10,627,088 | 453,351 | 0.13% | 0.19% | 3 | -815,075 | -7.12% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 8,008,572 | 341,645 | 0.02% | 0.03% | 4 | -1,475,778 | -15.56% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,689,182 | 290,511 | 0.02% | 0.02% | 5 | +972,951 | 17.02% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | Added to | 6,798,961 | 290,043 | 0.02% | 0.05% | 6 | +177,422 | 2.68% | Q2 2026 | Aug 14, 2026 |
| Mondrian Investment Partners LTD | History | Added to | 5,522,564 | 235,592 | 3.63% | 3.63% | 7 | +482,499 | 9.57% | Q2 2026 | Jul 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 4,168,890 | 177,844 | 0.06% | 0.07% | 8 | +460,336 | 12.41% | Q2 2026 | Aug 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 4,136,417 | 176,460 | 1.24% | 1.27% | 9 | +413,317 | 11.1% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 3,849,802 | 164,232 | 0.24% | 0.37% | 10 | -904,557 | -19.03% | Q2 2026 | Aug 12, 2026 |
| Boston Partners | History | Added to | 3,844,844 | 164,041 | 0.15% | 0.18% | 11 | +245,560 | 6.82% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | Reduced | 3,678,422 | 156,921 | 0.01% | 0.01% | 12 | -331,739 | -8.27% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,402,765 | 145,160 | 0.03% | 0.05% | 13 | -459,129 | -11.89% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,273,820 | 139,661 | 0.02% | 0.03% | 14 | -141,295 | -4.14% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 3,212,810 | 137,058 | 0.04% | 0.06% | 15 | -599,935 | -15.73% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,170,755 | 135,265 | 0.02% | 0.03% | 16 | +15,675 | 0.5% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 3,014,903 | 128,615 | 0.01% | 0.01% | 17 | +682,934 | 29.29% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,994,745 | 127,755 | 0.01% | 0.01% | 18 | +412,289 | 15.96% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 2,683,902 | 114,495 | 0.02% | 0.03% | 19 | +327,343 | 13.89% | Q2 2026 | Aug 14, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 2,680,973 | 114,370 | 0.35% | 0.93% | 20 | -3,206,493 | -54.46% | Q2 2026 | Aug 12, 2026 |
| Regal Partners Ltd | History | Added to | 2,653,974 | 113,218 | 6.25% | 6.67% | 21 | +108,542 | 4.26% | Q2 2026 | Aug 13, 2026 |
| EQUITY INVESTMENT CORP | History | Reduced | 2,601,971 | 111,000 | 2.12% | 2.51% | 22 | -61,083 | -2.29% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,596,507 | 110,766 | 0.01% | 0.01% | 23 | +711,737 | 37.76% | Q2 2026 | Sep 02, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 2,405,640 | 102,624 | 0.13% | 0.05% | 24 | +1,571,860 | 188.52% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,205,301 | 94,078 | 0.04% | 0.05% | 25 | +57,287 | 2.67% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Reduced | 2,128,391 | 90,797 | 0.02% | 0.03% | 26 | -77,846 | -3.53% | Q2 2026 | Aug 07, 2026 |
| Alyeska Investment Group, L.P. | History | Reduced | 2,112,012 | 90,098 | 0.23% | 0.31% | 27 | -194,217 | -8.42% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 2,001,451 | 85,787 | 0.42% | 0.54% | 28 | -93,511 | -4.46% | Q2 2026 | Jul 13, 2026 |
| Vestal Point Capital, LP | History | Added to | 2,000,000 | 85,320 | 1.99% | 1.89% | 29 | +600,000 | 42.86% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Reduced | 1,936,502 | 82,611 | 0.0% | 0.0% | 30 | -1,247,098 | -39.17% | Q2 2026 | Aug 07, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 1,835,859 | 78,317 | 0.15% | 0.25% | 31 | -387,442 | -17.43% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 1,824,428 | 77,830 | 0.04% | 0.06% | 32 | -5,687 | -0.31% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Added to | 1,693,442 | 72,242 | 0.01% | 0.01% | 33 | +709,596 | 72.12% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,690,344 | 72,110 | 0.01% | 0.01% | 34 | -587,595 | -25.8% | Q2 2026 | Aug 13, 2026 |
| Capital Research Global Investors | History | Added to | 1,677,399 | 71,557 | 0.01% | 0.01% | 35 | +15,562 | 0.94% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | Added to | 1,430,661 | 61,031 | 0.02% | 0.02% | 36 | +217,632 | 17.94% | Q2 2026 | Aug 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 1,222,650 | 53,099 | 0.68% | 0.81% | 37 | +28,345 | 2.37% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,095,251 | 46,693 | 0.01% | 0.01% | 38 | +66,612 | 6.48% | Q2 2026 | Aug 14, 2026 |
| ARMISTICE CAPITAL, LLC | History | Added to | 1,064,000 | 45,390 | 0.56% | 0.26% | 39 | +764,000 | 254.67% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 877,020 | 37,413 | 0.02% | 0.05% | 40 | -420,694 | -32.42% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 873,273 | 37,253 | 0.11% | 0.07% | 41 | +469,499 | 116.28% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 820,078 | 34,984 | 0.04% | — | 42 | +820,078 | New | Q2 2026 | Aug 14, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Reduced | 804,056 | 34,301 | 0.37% | 0.63% | 43 | -260,460 | -24.47% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 771,821 | 32,925 | 0.03% | 0.03% | 44 | -11,527 | -1.47% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 763,654 | 32,577 | 0.02% | 0.03% | 45 | -4,181 | -0.54% | Q2 2026 | Aug 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 642,277 | 30,940 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Newport Trust Company, LLC | History | Reduced | 696,331 | 29,705 | 0.07% | 0.09% | 47 | -41,647 | -5.64% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 684,619 | 29,205 | 0.03% | 0.06% | 48 | -182,154 | -21.02% | Q2 2026 | Aug 14, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 674,143 | 28,759 | 0.51% | 0.64% | 49 | -9,339 | -1.37% | Q2 2026 | Aug 04, 2026 |
| Qube Research & Technologies Ltd | History | New | 634,794 | 27,080 | 0.03% | — | 50 | +634,794 | New | Q2 2026 | Aug 14, 2026 |
| Cullen Capital Management, LLC | History | Added to | 615,593 | 26,261 | 0.26% | 0.29% | 51 | +22,292 | 3.76% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 608,746 | 26,145 | 0.01% | 0.02% | 52 | -204,224 | -25.12% | Q2 2026 | Aug 14, 2026 |
| Willis Investment Counsel | History | Reduced | 602,300 | 25,694 | 1.22% | 1.59% | 53 | -1,700 | -0.28% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 580,182 | 24,750 | 0.03% | 0.04% | 54 | -49,002 | -7.79% | Q2 2026 | Jul 28, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 511,736 | 22,224 | 0.02% | 0.03% | 55 | -166,356 | -24.53% | Q2 2026 | Jul 30, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Reduced | 504,024 | 21,501 | 2.46% | 3.92% | 56 | -174,352 | -25.7% | Q2 2026 | Aug 06, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 479,078 | 20,437 | 0.03% | 0.03% | 57 | +82,369 | 20.76% | Q2 2026 | Aug 13, 2026 |
| Aberdeen Group plc | History | Added to | 471,254 | 20,103 | 0.03% | 0.04% | 58 | +13,333 | 2.91% | Q2 2026 | Jul 31, 2026 |
| BROWN ADVISORY INC | History | Reduced | 469,285 | 20,019 | 0.03% | 0.05% | 59 | -153,328 | -24.63% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | Reduced | 455,290 | 19,423 | 0.06% | 0.07% | 60 | -3,828 | -0.83% | Q2 2026 | Aug 04, 2026 |
| Creative Planning | History | Added to | 450,438 | 19,215 | 0.01% | 0.01% | 61 | +16,334 | 3.76% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | New | 445,400 | 19,000 | 0.01% | — | 62 | +445,400 | New | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 443,390 | 18,915 | 0.13% | 0.17% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 438,812 | 18,719 | 0.01% | 0.01% | 64 | +180,215 | 69.69% | Q2 2026 | Aug 03, 2026 |
| Nuveen, LLC | History | Reduced | 416,308 | 17,759 | 0.0% | 0.02% | 65 | -1,494,918 | -78.22% | Q2 2026 | Aug 11, 2026 |
| GRANDFIELD & DODD, LLC | History | Reduced | 384,643 | 16,408 | 0.86% | 1.05% | 66 | -2,587 | -0.67% | Q2 2026 | Aug 07, 2026 |
| Sio Capital Management, LLC | History | Added to | 364,200 | 15,536 | 2.57% | 1.66% | 67 | +124,529 | 51.96% | Q2 2026 | Aug 14, 2026 |
| CSM Advisors, LLC | History | Reduced | 360,443 | 15,374 | 0.33% | 0.43% | 68 | -2,982 | -0.82% | Q2 2026 | Aug 14, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 346,469 | 14,780 | 0.4% | 0.7% | 69 | -149,925 | -30.2% | Q2 2026 | Jul 31, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 339,551 | 14,485 | 0.0% | 0.01% | 70 | +13,793 | 4.23% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 338,674 | 14,448 | 0.01% | 0.03% | 71 | -250,055 | -42.47% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 336,168 | 14,340 | 0.0% | 0.0% | 72 | -131,591 | -28.13% | Q2 2026 | Aug 06, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Added to | 329,779 | 14,068 | 0.21% | 0.26% | 73 | +64,723 | 24.42% | Q2 2026 | Aug 14, 2026 |
| Krensavage Asset Management, LLC | History | No change | 323,946 | 13,820 | 5.25% | 6.1% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 307,977 | 13,138 | 0.0% | 0.0% | 75 | +34,631 | 12.67% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 302,497 | 12,904 | 0.01% | 0.03% | 76 | -224,688 | -42.62% | Q2 2026 | Aug 06, 2026 |
| Vident Advisory, LLC | History | Reduced | 302,447 | 12,902 | 0.09% | 0.14% | 77 | -49,505 | -14.07% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 291,601 | 12,434 | 0.01% | 0.01% | 78 | -13,159 | -4.32% | Q2 2026 | Aug 10, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 285,165 | 12,165 | 0.03% | 0.02% | 79 | +96,094 | 50.82% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 280,472 | 11,965 | 0.02% | 0.03% | 80 | -3,446 | -1.21% | Q2 2026 | Aug 05, 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC | History | Added to | 274,452 | 11,708 | 1.36% | 1.48% | 81 | +1,315 | 0.48% | Q2 2026 | Jul 21, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | No change | 269,515 | 11,497 | 1.5% | 2.06% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 266,372 | 11,363 | 0.01% | 0.02% | 83 | -95,189 | -26.33% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 265,270 | 11,315 | 0.02% | 0.03% | 84 | +30,665 | 13.07% | Q2 2026 | Aug 14, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 258,642 | 11,033 | 0.41% | 0.34% | 85 | +95,022 | 58.07% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Reduced | 258,125 | 11,011 | 0.01% | 0.02% | 86 | -12,964 | -4.78% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 254,648 | 10,863 | 0.0% | 0.0% | 87 | +202,648 | 389.71% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 246,181 | 10,502 | 0.0% | 0.0% | 88 | +167,252 | 211.9% | Q2 2026 | Aug 14, 2026 |
| Altrius Capital Management Inc | History | Added to | 238,747 | 10,184 | 1.93% | 2.12% | 89 | +17,235 | 7.78% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | Added to | 236,351 | 10,082 | 0.04% | 0.01% | 90 | +184,533 | 356.12% | Q2 2026 | Aug 03, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Added to | 235,126 | 10,030 | 0.51% | 0.7% | 91 | +43,906 | 22.96% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 223,048 | 9,515 | 0.02% | 0.04% | 92 | -48,453 | -17.85% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 218,432 | 9,318 | 0.04% | 0.05% | 93 | +23,491 | 12.05% | Q2 2026 | Aug 18, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 217,874 | 9,294 | 0.1% | 0.13% | 94 | -18,634 | -7.88% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 219,429 | 9,139 | 0.02% | 0.03% | 95 | -21,342 | -8.86% | Q2 2026 | Jul 27, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 214,142 | 9,135 | 0.0% | 0.0% | 96 | +1,488 | 0.7% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Reduced | 211,011 | 9,001 | 0.02% | 0.05% | 97 | -298,453 | -58.58% | Q2 2026 | Jul 30, 2026 |
| Goodman Financial Corp | History | Added to | 208,841 | 8,909 | 1.38% | 1.69% | 98 | +4,753 | 2.33% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 208,009 | 8,873 | 0.01% | 0.05% | 99 | -354,912 | -63.05% | Q2 2026 | Aug 13, 2026 |
| Bridgewater Associates, LP | History | New | 206,873 | 8,825 | 0.04% | — | 100 | +206,873 | New | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Added to | 206,774 | 8,820 | 0.0% | 0.0% | 101 | +80,074 | 63.2% | Q2 2026 | Aug 06, 2026 |
| Walleye Trading LLC | History | Reduced | 198,300 | 8,459 | 0.01% | 0.02% | 102 | -10,900 | -5.21% | Q2 2026 | Aug 03, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 198,209 | 8,455 | 0.13% | 0.41% | 103 | -336,283 | -62.92% | Q2 2026 | Aug 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 195,567 | 8,342 | 0.11% | 0.14% | 104 | +5,069 | 2.66% | Q2 2026 | Aug 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 193,917 | 8,272 | 0.5% | 0.57% | 105 | +11,854 | 6.51% | Q2 2026 | Jul 31, 2026 |
| Guardian Partners Inc. | History | Reduced | 181,975 | 7,763 | 0.7% | 0.82% | 106 | -22,111 | -10.83% | Q2 2026 | Jul 29, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 176,479 | 7,528 | 0.0% | 0.08% | 107 | -6,988,714 | -97.54% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | Added to | 165,289 | 7,051 | 0.01% | 0.01% | 108 | +29,283 | 21.53% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 159,684 | 6,812 | 0.02% | 0.04% | 109 | -64,395 | -28.74% | Q2 2026 | Aug 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 159,361 | 6,798 | 0.09% | 0.12% | 110 | +2,097 | 1.33% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | Reduced | 149,234 | 6,359 | 0.03% | 0.04% | 111 | -2,641 | -1.74% | Q2 2026 | Aug 14, 2026 |
| NICHOLAS COMPANY, INC. | History | Reduced | 146,520 | 6,250 | 0.11% | 1.42% | 112 | -1,352,470 | -90.23% | Q2 2026 | Aug 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 143,292 | 6,112 | 0.01% | 0.01% | 113 | +2,182 | 1.55% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 138,739 | 5,918 | 0.02% | 0.0% | 114 | +120,007 | 640.65% | Q2 2026 | Jul 28, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 138,522 | 5,909 | 0.05% | 0.06% | 115 | +15,800 | 12.87% | Q2 2026 | Sep 23, 2026 |
| GUARDIAN CAPITAL LP | History | Added to | 132,378 | 5,647 | 0.14% | 0.16% | 116 | +7,101 | 5.67% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | Reduced | 130,339 | 5,560 | 0.11% | 0.27% | 117 | -113,203 | -46.48% | Q2 2026 | Aug 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 130,032 | 5,547 | 0.1% | 0.13% | 118 | -217 | -0.17% | Q2 2026 | Aug 04, 2026 |
| CWM, LLC | History | No change | 114,116 | 5,498 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ethic Inc. | History | Added to | 128,789 | 5,494 | 0.07% | 0.07% | 120 | +34,922 | 37.2% | Q2 2026 | Jul 29, 2026 |
| TrueMark Investments, LLC | History | New | 125,869 | 5,369 | 0.67% | — | 121 | +125,869 | New | Q2 2026 | Jul 22, 2026 |
| OPAL CAPITAL LLC | History | New | 125,869 | 5,369 | 0.96% | — | 122 | +125,869 | New | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 125,461 | 5,352 | 0.01% | 0.01% | 123 | -6,193 | -4.7% | Q2 2026 | Jul 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 124,599 | 5,315 | 0.0% | 0.0% | 124 | +2,809 | 2.31% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | Reduced | 122,510 | 5,226 | 0.01% | 0.01% | 125 | -11,043 | -8.27% | Q2 2026 | Aug 14, 2026 |
| ProVise Management Group, LLC | History | Reduced | 120,829 | 5,154 | 0.35% | 0.81% | 126 | -112,748 | -48.27% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 114,922 | 4,902 | 0.0% | 0.0% | 127 | -8,025 | -6.53% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 112,308 | 4,791 | 0.06% | 0.08% | 128 | +3,059 | 2.8% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 110,651 | 4,720 | 0.03% | 0.04% | 129 | -4,690 | -4.07% | Q2 2026 | Jul 20, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 110,062 | 4,695 | 0.1% | 0.11% | 130 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atria Investments, Inc | History | Reduced | 105,655 | 4,507 | 0.05% | 0.08% | 131 | -40,415 | -27.67% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 102,210 | 4,446 | 0.01% | 0.01% | 132 | -4,678 | -4.38% | Q2 2026 | Jul 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 99,844 | 4,259 | 0.02% | 0.03% | 133 | -23,216 | -18.87% | Q2 2026 | Aug 13, 2026 |
| Thomasville National Bank | History | New | 99,727 | 4,254 | 0.23% | — | 134 | +99,727 | New | Q2 2026 | Jul 20, 2026 |
| GQG Partners LLC | History | Reduced | 97,640 | 4,165 | 0.01% | 0.01% | 135 | -67,065 | -40.72% | Q2 2026 | Aug 12, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | No change | 97,168 | 4,145 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 94,951 | 4,051 | 0.0% | 0.01% | 137 | -3,804 | -3.85% | Q2 2026 | Aug 13, 2026 |
| CIBC Asset Management Inc | History | Added to | 94,605 | 4,035 | 0.01% | 0.01% | 138 | +4,294 | 4.75% | Q2 2026 | Aug 03, 2026 |
| Northwest Bancshares, Inc. | History | Added to | 94,207 | 4,018 | 0.72% | 0.78% | 139 | +12,945 | 15.93% | Q2 2026 | Aug 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 81,382 | 3,920 | 0.12% | 0.12% | 140 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sound Income Strategies, LLC | History | Added to | 90,957 | 3,880 | 0.17% | 0.21% | 141 | +1,314 | 1.47% | Q2 2026 | Jul 20, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 90,688 | 3,868 | 0.36% | 0.55% | 142 | -16,658 | -15.52% | Q2 2026 | Jul 22, 2026 |
| Voleon Capital Management LP | History | Reduced | 89,489 | 3,817 | 0.07% | 0.1% | 143 | -4,188 | -4.47% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 89,202 | 3,805 | 0.02% | 0.02% | 144 | +3,194 | 3.71% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 121,857 | 3,766 | 0.0% | 0.0% | 145 | +8,000 | 7.03% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | Added to | 87,157 | 3,752 | 0.01% | 0.0% | 146 | +80,526 | 1214.39% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | Reduced | 77,119 | 3,709 | 0.06% | 0.06% | 147 | -1,303 | -1.66% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 86,842 | 3,704 | 0.03% | 0.06% | 148 | -28,824 | -24.92% | Q2 2026 | Aug 14, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 85,773 | 3,659 | 0.55% | 0.49% | 149 | +23,153 | 36.97% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 85,413 | 3,643 | 0.15% | 0.19% | 150 | -7,043 | -7.62% | Q2 2026 | Aug 13, 2026 |
| NewSquare Capital LLC | History | Added to | 84,503 | 3,604 | 0.27% | 0.34% | 151 | +3,794 | 4.7% | Q2 2026 | Jul 28, 2026 |
| First Bank & Trust | History | Added to | 83,933 | 3,580 | 0.53% | 0.53% | 152 | +15,937 | 23.44% | Q2 2026 | Jul 09, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 81,708 | 3,485 | 0.03% | 0.05% | 153 | -6,146 | -7.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Planning, Inc. | History | No change | 72,259 | 3,481 | 1.75% | 1.75% | 154 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 81,342 | 3,470 | 0.36% | 0.48% | 155 | -1,725 | -2.08% | Q2 2026 | Jul 23, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 79,091 | 3,434 | 0.0% | 0.0% | 156 | -25,098 | -24.09% | Q2 2026 | Aug 13, 2026 |
| Cardinal Capital Management | History | Added to | 80,450 | 3,431 | 0.42% | 0.47% | 157 | +5,423 | 7.23% | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | Reduced | 80,201 | 3,421 | 0.0% | 0.01% | 158 | -6,954 | -7.98% | Q2 2026 | Aug 12, 2026 |
| American Assets Investment Management, LLC | History | No change | 80,000 | 3,412 | 0.21% | 0.26% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 79,028 | 3,371 | 0.06% | 0.07% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 78,997 | 3,370 | 0.01% | 0.01% | 161 | -27,388 | -25.74% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 78,850 | 3,363 | 0.01% | 0.01% | 162 | +35,257 | 80.88% | Q2 2026 | Aug 11, 2026 |
| Brooklyn Investment Group | History | No change | 68,560 | 3,303 | 0.1% | 0.1% | 163 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 75,597 | 3,225 | 0.0% | 0.01% | 164 | -106,339 | -58.45% | Q2 2026 | Aug 14, 2026 |
| J. Goldman & Co LP | History | No change | 75,000 | 3,199 | 0.08% | 0.1% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 73,420 | 3,132 | 0.52% | 0.75% | 166 | -5,829 | -7.36% | Q2 2026 | Aug 11, 2026 |
| FULTON BANK, N.A. | History | Added to | 68,196 | 2,909 | 0.09% | 0.11% | 167 | +3,623 | 5.61% | Q2 2026 | Jul 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 67,824 | 2,893 | 0.0% | 0.01% | 168 | -18,193 | -21.15% | Q2 2026 | Aug 19, 2026 |
| Verition Fund Management LLC | History | New | 65,000 | 2,772 | 0.01% | — | 169 | +65,000 | New | Q2 2026 | Aug 14, 2026 |
| MOTCO | History | Reduced | 64,547 | 2,753 | 0.24% | 0.31% | 170 | -4,888 | -7.04% | Q2 2026 | Jul 31, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 63,394 | 2,704 | 0.86% | 0.94% | 171 | +6,624 | 11.67% | Q2 2026 | Jul 21, 2026 |
| Waterfront Wealth Inc. | History | Added to | 60,460 | 2,629 | 0.41% | 0.53% | 172 | +418 | 0.7% | Q2 2026 | Jul 30, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 61,602 | 2,627 | 0.02% | 0.03% | 173 | +3,493 | 6.01% | Q2 2026 | Jul 24, 2026 |
| Quadrature Capital Ltd | History | No change | 60,025 | 2,560 | 0.02% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Added to | 29,339 | 2,516 | 0.12% | 0.14% | 175 | +564 | 1.96% | Q2 2026 | Jul 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 58,761 | 2,506 | 0.0% | 0.0% | 176 | -5,335 | -8.32% | Q2 2026 | Aug 05, 2026 |
| CWA Asset Management Group, LLC | History | New | 58,475 | 2,494 | 0.08% | — | 177 | +58,475 | New | Q2 2026 | Jul 14, 2026 |
| ADAR1 Capital Management, LLC | History | Reduced | 57,100 | 2,435 | 0.11% | 0.9% | 178 | -259,839 | -81.98% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Reduced | 56,982 | 2,430 | 0.0% | 0.0% | 179 | -11,349 | -16.61% | Q2 2026 | Aug 27, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 56,555 | 2,418 | 0.91% | 1.24% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stelac Advisory Services LLC | History | No change | 56,555 | 2,417 | 0.45% | 0.54% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 55,127 | 2,351 | 0.0% | 0.01% | 182 | -95,573 | -63.42% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 54,377 | 2,320 | 0.0% | 0.01% | 183 | -1,558,998 | -96.63% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 53,426 | 2,279 | 0.01% | 0.01% | 184 | +351 | 0.66% | Q2 2026 | Sep 23, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 52,949 | 2,258 | 0.12% | — | 185 | +52,949 | New | Q2 2026 | Aug 03, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 52,316 | 2,231 | 1.39% | 1.73% | 186 | -2,058 | -3.78% | Q2 2026 | Jul 08, 2026 |
| MAVERICK CAPITAL LTD | History | Added to | 51,572 | 2,200 | 0.02% | 0.01% | 187 | +26,991 | 109.8% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 50,917 | 2,172 | 0.02% | 0.03% | 188 | -10,998 | -17.76% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 49,939 | 2,130 | 0.0% | 0.0% | 189 | +4,516 | 9.94% | Q2 2026 | Aug 12, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 47,034 | 2,059 | 0.29% | 0.14% | 190 | +29,166 | 163.23% | Q2 2026 | Aug 14, 2026 |
| Old Port Advisors | History | Added to | 48,080 | 2,051 | 0.4% | 0.52% | 191 | +1,491 | 3.2% | Q2 2026 | Jul 21, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 47,681 | 2,034 | 0.3% | 0.4% | 192 | -850 | -1.75% | Q2 2026 | Jul 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 47,564 | 2,029 | 0.02% | 0.03% | 193 | -10,207 | -17.67% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | Reduced | 47,584 | 2,029 | 0.02% | 0.05% | 194 | -5,729 | -10.75% | Q2 2026 | Aug 10, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 46,970 | 2,003 | 0.03% | 0.02% | 195 | +19,838 | 73.12% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 46,489 | 1,983 | 0.01% | 0.01% | 196 | -31,012 | -40.01% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 46,424 | 1,980 | 0.0% | 0.0% | 197 | -3,875 | -7.7% | Q2 2026 | Aug 13, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 46,110 | 1,967 | 0.1% | 0.13% | 198 | +351 | 0.77% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 45,600 | 1,945 | 0.01% | 0.02% | 199 | -4,765 | -9.46% | Q2 2026 | Jul 20, 2026 |
| EagleClaw Capital Managment, LLC | History | Reduced | 45,410 | 1,937 | 0.26% | 0.34% | 200 | -5,425 | -10.67% | Q2 2026 | Aug 10, 2026 |
| MidFirst Bank | History | Added to | 45,215 | 1,928 | 0.14% | 0.0% | 201 | +45,176 | 115835.9% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | Reduced | 44,866 | 1,913 | 0.0% | 0.0% | 202 | -7,239 | -13.89% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 44,598 | 1,903 | 0.0% | 0.01% | 203 | -3,223 | -6.74% | Q2 2026 | Jul 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 44,233 | 1,886 | 0.01% | 0.01% | 204 | -5,442 | -10.96% | Q2 2026 | Aug 14, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 44,133 | 1,882 | 0.38% | 0.49% | 205 | -842 | -1.87% | Q2 2026 | Jul 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 43,933 | 1,874 | 0.0% | 0.0% | 206 | -452 | -1.02% | Q2 2026 | Aug 11, 2026 |
| Glass Wealth Management Co LLC | History | Added to | 43,650 | 1,862 | 0.62% | 0.73% | 207 | +4,775 | 12.28% | Q2 2026 | Jul 30, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | Reduced | 43,343 | 1,849 | 0.61% | 0.93% | 208 | -12,126 | -21.86% | Q2 2026 | Aug 14, 2026 |
| Harvest Portfolios Group Inc. | History | Reduced | 43,300 | 1,847 | 0.03% | 0.04% | 209 | -7,600 | -14.93% | Q2 2026 | Aug 13, 2026 |
| CenterStar Asset Management, LLC | History | Added to | 43,262 | 1,845 | 0.31% | 0.04% | 210 | +36,262 | 518.03% | Q2 2026 | Aug 05, 2026 |
| BTC Capital Management, Inc. | History | Added to | 43,138 | 1,840 | 0.11% | 0.14% | 211 | +747 | 1.76% | Q2 2026 | Jul 16, 2026 |
| Leo Wealth, LLC | History | No change | 38,079 | 1,834 | 0.13% | 0.13% | 212 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 42,289 | 1,804 | 0.16% | 0.19% | 213 | +4,661 | 12.39% | Q2 2026 | Jul 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 40,983 | 1,748 | 0.05% | 0.04% | 214 | +10,470 | 34.31% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 40,788 | 1,740 | 0.02% | 0.03% | 215 | -3,461 | -7.82% | Q2 2026 | Jul 16, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 40,738 | 1,737 | 0.0% | 0.0% | 216 | +469 | 1.16% | Q2 2026 | Aug 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 39,831 | 1,699 | 0.0% | 0.0% | 217 | -6,789 | -14.56% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | New | 39,723 | 1,694 | 0.03% | — | 218 | +39,723 | New | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 39,668 | 1,692 | 0.03% | 0.04% | 219 | -1,879 | -4.52% | Q2 2026 | Jul 31, 2026 |
| Advisory Services Network, LLC | History | Added to | 38,375 | 1,637 | 0.02% | 0.02% | 220 | +4,185 | 12.24% | Q2 2026 | Aug 12, 2026 |
| Cascade Investment Advisors, Inc. | History | Added to | 38,343 | 1,635 | 0.89% | 1.08% | 221 | +570 | 1.51% | Q2 2026 | Jul 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 38,067 | 1,623 | 0.03% | 0.04% | 222 | +1,085 | 2.93% | Q2 2026 | Aug 14, 2026 |
| Financial Solutions Advisory Group, Inc. | History | New | 36,624 | 1,607 | 0.2% | — | 223 | +36,624 | New | Q2 2026 | Jul 13, 2026 |
| HF Advisory Group, LLC | History | Reduced | 37,289 | 1,590 | 0.49% | 0.66% | 224 | -2,842 | -7.08% | Q2 2026 | Jul 08, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 37,031 | 1,579 | 0.09% | 0.16% | 225 | -6,402 | -14.74% | Q2 2026 | Jul 24, 2026 |
| Jain Global LLC | History | New | 36,546 | 1,559 | 0.01% | — | 226 | +36,546 | New | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 36,313 | 1,550 | 0.01% | 0.03% | 227 | -20,587 | -36.18% | Q2 2026 | Jul 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 35,515 | 1,515 | 0.02% | 0.03% | 228 | +2,907 | 8.91% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 34,965 | 1,491 | 0.01% | 0.01% | 229 | -1,747 | -4.76% | Q2 2026 | Jul 17, 2026 |
| denkapparat Operations GmbH | History | No change | 34,572 | 1,474 | 0.48% | 0.69% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Added to | 34,504 | 1,471 | 0.01% | 0.01% | 231 | +3,966 | 12.99% | Q2 2026 | Aug 03, 2026 |
| Stablepoint Partners, LLC | History | Added to | 33,442 | 1,426 | 0.2% | 0.24% | 232 | +30 | 0.09% | Q2 2026 | Jul 09, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | New | 33,400 | 1,424 | 0.06% | — | 233 | +33,400 | New | Q2 2026 | Jul 23, 2026 |
| Arjuna Capital | History | Reduced | 33,241 | 1,418 | 0.32% | 0.7% | 234 | -23,787 | -41.71% | Q2 2026 | Aug 14, 2026 |
| Archford Capital Strategies, LLC | History | New | 33,227 | 1,417 | 0.14% | — | 235 | +33,227 | New | Q2 2026 | Jul 17, 2026 |
| Storgate, LLC | History | Added to | 33,157 | 1,414 | 0.29% | 0.55% | 237 | +18,669 | 128.86% | Q2 2026 | Aug 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 33,155 | 1,414 | 0.03% | 0.04% | 236 | -2,524 | -7.07% | Q2 2026 | Aug 12, 2026 |
| CSS LLC/IL | History | New | 32,970 | 1,406 | 0.05% | — | 238 | +32,970 | New | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 32,723 | 1,395 | 0.09% | 0.11% | 239 | +1,141 | 3.61% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 32,471 | 1,385 | 0.01% | 0.02% | 240 | -50,565 | -60.9% | Q2 2026 | Aug 13, 2026 |
| Banco Santander, S.A. | History | Reduced | 31,551 | 1,345 | 0.01% | 0.01% | 241 | -328 | -1.03% | Q2 2026 | Jul 29, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 31,493 | 1,343 | 0.18% | 0.18% | 242 | +5,531 | 21.3% | Q2 2026 | Jul 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 31,247 | 1,332 | 0.0% | 0.0% | 243 | +3,438 | 12.36% | Q2 2026 | Jul 28, 2026 |
| CHOREO, LLC | History | Reduced | 31,223 | 1,331 | 0.01% | 0.02% | 244 | -1,173 | -3.62% | Q2 2026 | Aug 04, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 30,929 | 1,319 | 0.0% | — | 245 | +30,929 | New | Q2 2026 | Aug 03, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 30,805 | 1,314 | 0.02% | 0.02% | 246 | +4,545 | 17.31% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 30,508 | 1,301 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 29,120 | 1,242 | 0.06% | 0.09% | 248 | -3,371 | -10.38% | Q2 2026 | Jul 16, 2026 |
| SIGNATUREFD, LLC | History | Added to | 28,737 | 1,225 | 0.02% | 0.02% | 249 | +2,933 | 11.37% | Q2 2026 | Jul 23, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 28,290 | 1,206 | 0.34% | 0.44% | 250 | -541 | -1.88% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 27,838 | 1,187 | 0.01% | 0.01% | 251 | +13,783 | 98.06% | Q2 2026 | Aug 06, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 27,342 | 1,166 | 0.02% | 0.03% | 252 | -5,961 | -17.9% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | Added to | 27,159 | 1,158 | 0.02% | 0.02% | 253 | +8,297 | 43.99% | Q2 2026 | Jul 27, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 26,630 | 1,136 | 0.01% | 0.02% | 254 | -1,699 | -6.0% | Q2 2026 | Jul 29, 2026 |
| BAILARD, INC. | History | Reduced | 26,496 | 1,130 | 0.02% | 0.03% | 255 | -2,295 | -7.97% | Q2 2026 | Jul 30, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 26,351 | 1,124 | 0.07% | 0.07% | 256 | -582 | -2.16% | Q2 2026 | Aug 12, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 25,867 | 1,103 | 0.07% | 0.1% | 257 | -3,141 | -10.83% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 25,469 | 1,086 | 0.01% | 0.01% | 258 | +15,210 | 148.26% | Q2 2026 | Aug 10, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 25,302 | 1,079 | 0.0% | 0.0% | 259 | +6,214 | 32.55% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 24,276 | 1,038 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 24,073 | 1,026 | 0.02% | 0.01% | 261 | +17,581 | 270.81% | Q2 2026 | Jul 13, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Reduced | 24,003 | 1,023 | 0.1% | 0.15% | 262 | -1,577 | -6.16% | Q2 2026 | Jul 16, 2026 |
| Richard C. Young & CO., LTD. | History | Reduced | 23,848 | 1,017 | 0.07% | 0.11% | 263 | -3,557 | -12.98% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 23,781 | 1,014 | 0.01% | 0.01% | 264 | +1,471 | 6.59% | Q2 2026 | Jul 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 23,555 | 1,012 | 0.0% | 0.01% | 265 | -89,728 | -79.21% | Q2 2026 | Aug 13, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 23,535 | 1,004 | 0.02% | 0.03% | 266 | -253 | -1.06% | Q2 2026 | Aug 04, 2026 |
| INTRUST BANK NA | History | Reduced | 23,309 | 994 | 0.07% | 0.11% | 267 | -4,311 | -15.61% | Q2 2026 | Aug 05, 2026 |
| Ballentine Partners, LLC | History | Added to | 23,224 | 990 | 0.01% | 0.01% | 268 | +10,715 | 85.66% | Q2 2026 | Jul 17, 2026 |
| Probity Advisors, Inc. | History | Reduced | 22,198 | 946 | 0.14% | 0.18% | 269 | -1,481 | -6.25% | Q2 2026 | Jul 31, 2026 |
| Virtu Financial LLC | History | New | 22,088 | 942 | 0.03% | — | 270 | +22,088 | New | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 22,071 | 941 | 0.01% | 0.03% | 271 | -14,075 | -38.94% | Q2 2026 | Aug 10, 2026 |
| Keystone Financial Planning, Inc. | History | Reduced | 21,872 | 933 | 0.24% | 0.28% | 272 | -144 | -0.65% | Q2 2026 | Jul 15, 2026 |
| Global Retirement Partners, LLC | History | New | 21,491 | 916 | 0.01% | — | 273 | +21,491 | New | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 21,461 | 915 | 0.0% | 0.0% | 274 | -1,455 | -6.35% | Q2 2026 | Aug 05, 2026 |
| M Holdings Securities, Inc. | History | New | 20,863 | 906 | 0.12% | — | 275 | +20,863 | New | Q2 2026 | Aug 11, 2026 |
| ClearAlpha Technologies LP | History | New | 21,105 | 900 | 1.54% | — | 276 | +21,105 | New | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 21,094 | 899 | 0.02% | 0.03% | 277 | -3,066 | -12.69% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 20,715 | 899 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Banco de Sabadell, S.A | History | Reduced | 20,466 | 875 | 0.51% | 0.64% | 279 | -89 | -0.43% | Q2 2026 | Aug 04, 2026 |
| Pavaki Capital Management LLC | History | No change | 20,000 | 853 | 0.3% | 0.41% | 280 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aviso Financial Inc. | History | Reduced | 19,416 | 828 | 0.03% | 0.09% | 281 | -35,278 | -64.5% | Q2 2026 | Aug 13, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 18,955 | 808 | 0.11% | 0.15% | 282 | -1,561 | -7.61% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 18,564 | 791 | 0.02% | 0.0% | 283 | +18,538 | 71300.0% | Q2 2026 | Aug 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 18,428 | 786 | 0.0% | 0.0% | 284 | +14,752 | 401.31% | Q2 2026 | Jul 22, 2026 |
| Gibbs Wealth Management | History | No change | 16,217 | 781 | 0.1% | 0.1% | 285 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | New | 18,059 | 770 | 0.02% | — | 286 | +18,059 | New | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 18,034 | 769 | 0.01% | 0.03% | 287 | -21,118 | -53.94% | Q2 2026 | Aug 04, 2026 |
| VIKING FUND MANAGEMENT LLC | History | Added to | 18,000 | 767 | 0.07% | 0.06% | 288 | +6,000 | 50.0% | Q2 2026 | Jul 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 17,899 | 766 | 0.0% | 0.0% | 289 | -1,030 | -5.44% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | Added to | 17,821 | 760 | 0.13% | 0.15% | 290 | +3,456 | 24.06% | Q2 2026 | Jul 24, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 17,743 | 756 | 0.04% | 0.04% | 291 | -4,401 | -19.87% | Q2 2026 | Jul 16, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 17,713 | 755 | 0.0% | 0.0% | 292 | -66,722 | -79.02% | Q2 2026 | Aug 13, 2026 |
| Qtron Investments LLC | History | Added to | 17,658 | 753 | 0.1% | 0.06% | 293 | +7,716 | 77.61% | Q2 2026 | Aug 13, 2026 |
| GeoWealth Management, LLC | History | Reduced | 17,564 | 749 | 0.02% | 0.06% | 294 | -19,425 | -52.52% | Q2 2026 | Jul 30, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 17,541 | 748 | 0.06% | 0.2% | 295 | -24,491 | -58.27% | Q2 2026 | Aug 11, 2026 |
| R Squared Ltd | History | Reduced | 17,447 | 744 | 0.39% | 0.69% | 296 | -8,583 | -32.97% | Q2 2026 | Aug 05, 2026 |
| Investors Research Corp | History | Reduced | 16,468 | 702 | 0.13% | 0.16% | 297 | -525 | -3.09% | Q2 2026 | Jul 10, 2026 |
| Peoples Bank/KS | History | Added to | 16,375 | 698 | 0.68% | 0.79% | 298 | +60 | 0.37% | Q2 2026 | Jul 09, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 16,279 | 694 | 0.01% | 0.04% | 299 | -19,185 | -54.1% | Q2 2026 | Jul 23, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 16,148 | 688 | 0.0% | 0.01% | 300 | -4,189 | -20.6% | Q2 2026 | Jul 24, 2026 |
| Sterling Capital Management LLC | History | Reduced | 16,025 | 683 | 0.01% | 0.02% | 301 | -4,328 | -21.26% | Q2 2026 | Jul 28, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 15,897 | 678 | 0.0% | — | 303 | +15,897 | New | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Added to | 15,911 | 678 | 0.0% | 0.0% | 302 | +2,007 | 14.43% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 15,620 | 666 | 0.0% | 0.0% | 304 | -6,008 | -27.78% | Q2 2026 | Aug 11, 2026 |
| HB Wealth Management, LLC | History | Reduced | 15,572 | 664 | 0.0% | 0.01% | 305 | -4,668 | -23.06% | Q2 2026 | Jul 29, 2026 |
| BANK OF HAWAII | History | Reduced | 15,414 | 657 | 0.03% | 0.05% | 306 | -4,148 | -21.2% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 15,375 | 655 | 0.01% | 0.01% | 307 | -2,697 | -14.92% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | Added to | 15,214 | 649 | 0.01% | 0.0% | 308 | +8,115 | 114.31% | Q2 2026 | Jul 22, 2026 |
| SG Americas Securities, LLC | History | Added to | 15,188 | 648 | 0.0% | 0.0% | 309 | +46 | 0.3% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 15,157 | 646 | 0.01% | 0.01% | 311 | +2,199 | 16.97% | Q2 2026 | Aug 11, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 15,140 | 646 | 0.02% | 0.03% | 310 | -100 | -0.66% | Q2 2026 | Aug 14, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | Added to | 15,102 | 644 | 0.58% | 0.42% | 313 | +6,500 | 75.56% | Q2 2026 | Jul 21, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 15,113 | 644 | 0.03% | 0.04% | 312 | -858 | -5.37% | Q2 2026 | Aug 14, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 14,908 | 635 | 0.06% | 0.07% | 314 | +448 | 3.1% | Q2 2026 | Jul 27, 2026 |
| Persistent Asset Partners Ltd | History | Added to | 14,750 | 629 | 0.19% | 0.18% | 315 | +4,804 | 48.3% | Q2 2026 | Aug 06, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | No change | 14,740 | 628 | 0.02% | 0.03% | 316 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 14,392 | 625 | 0.06% | 0.1% | 317 | -6,383 | -30.72% | Q2 2026 | Aug 12, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 14,590 | 622 | 0.53% | 0.69% | 318 | +208 | 1.45% | Q2 2026 | Jul 24, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 14,570 | 621 | 0.05% | 0.06% | 319 | -141 | -0.96% | Q2 2026 | Aug 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 14,359 | 612 | 0.17% | — | 321 | +14,359 | New | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 14,364 | 612 | 0.02% | 0.03% | 320 | -415 | -2.81% | Q2 2026 | Aug 11, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 14,344 | 611 | 0.12% | 0.14% | 322 | +241 | 1.71% | Q2 2026 | Jul 15, 2026 |
| Lantz Financial LLC | History | Added to | 14,278 | 609 | 0.11% | 0.13% | 323 | +1,088 | 8.25% | Q2 2026 | Jul 09, 2026 |
| Evelyn Partners Group Ltd | History | New | 14,233 | 607 | 0.0% | — | 324 | +14,233 | New | Q2 2026 | Aug 07, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 14,138 | 603 | 0.01% | 0.01% | 325 | -365 | -2.52% | Q2 2026 | Jul 22, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 14,085 | 600 | 0.05% | 0.07% | 326 | +94 | 0.67% | Q2 2026 | Jul 16, 2026 |
| BKM Wealth Management, LLC | History | Added to | 14,026 | 598 | 0.21% | 0.23% | 327 | +716 | 5.38% | Q2 2026 | Jul 29, 2026 |
| Code Waechter LLC | History | Added to | 13,905 | 593 | 0.31% | 0.39% | 328 | +416 | 3.08% | Q2 2026 | Jul 31, 2026 |
| Leisure Capital Management | History | Added to | 13,726 | 585 | 0.18% | 0.21% | 329 | +1,547 | 12.7% | Q2 2026 | Jul 24, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 13,635 | 581 | 0.03% | 0.04% | 330 | -1,386 | -9.23% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 13,327 | 578 | 0.03% | 0.04% | 331 | +935 | 7.55% | Q2 2026 | Jul 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 13,536 | 577 | 0.01% | 0.01% | 332 | -3,565 | -20.85% | Q2 2026 | Jul 28, 2026 |
| Park Place Capital Corp | History | Added to | 13,474 | 574 | 0.09% | 0.12% | 333 | +951 | 7.59% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | Added to | 13,468 | 574 | 0.01% | 0.02% | 334 | +169 | 1.27% | Q2 2026 | Aug 04, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 12,969 | 553 | 0.0% | 0.01% | 335 | -47,210 | -78.45% | Q2 2026 | Aug 10, 2026 |
| Ellevest, Inc. | History | Reduced | 12,764 | 547 | 0.06% | 0.09% | 336 | -27 | -0.21% | Q2 2026 | Aug 10, 2026 |
| Inlet Private Wealth, LLC | History | New | 12,700 | 541 | 0.13% | — | 337 | +12,700 | New | Q2 2026 | Aug 07, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 12,660 | 540 | 0.03% | — | 338 | +12,660 | New | Q2 2026 | Aug 06, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 12,586 | 536 | 0.11% | 0.17% | 339 | -1,030 | -7.56% | Q2 2026 | Aug 10, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 12,554 | 535 | 0.0% | 0.0% | 340 | +4,332 | 52.69% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 12,451 | 531 | 0.0% | 0.0% | 341 | +1,811 | 17.02% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 12,209 | 520 | 0.02% | — | 342 | +12,209 | New | Q2 2026 | Aug 13, 2026 |
| DGS Capital Management, LLC | History | No change | 10,737 | 517 | 0.08% | 0.08% | 343 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 11,990 | 511 | 0.01% | 0.14% | 344 | -90,954 | -88.35% | Q2 2026 | Aug 14, 2026 |
| Hilltop Holdings Inc. | History | Added to | 11,922 | 508 | 0.04% | 0.05% | 345 | +697 | 6.21% | Q2 2026 | Aug 13, 2026 |
| Argent Trust Co | History | Reduced | 11,896 | 507 | 0.01% | 0.05% | 347 | -19,336 | -61.91% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 11,905 | 507 | 0.01% | 0.01% | 346 | +1,294 | 12.19% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | Added to | 11,853 | 505 | 0.01% | 0.0% | 348 | +9,558 | 416.47% | Q2 2026 | Jul 20, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 11,855 | 505 | 0.11% | 0.15% | 349 | +256 | 2.21% | Q2 2026 | Jul 15, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 10,414 | 501 | 0.12% | 0.12% | 350 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 11,583 | 494 | 0.0% | 0.0% | 351 | +810 | 7.52% | Q2 2026 | Aug 13, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 11,502 | 490 | 0.06% | 0.09% | 352 | +1,786 | 18.38% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 11,354 | 484 | 0.0% | 0.01% | 353 | -971 | -7.88% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 11,296 | 481 | 0.0% | 0.01% | 354 | -20,527 | -64.5% | Q2 2026 | Aug 17, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 11,251 | 479 | 0.09% | 0.12% | 355 | -1,038 | -8.45% | Q2 2026 | Aug 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 11,209 | 478 | 0.0% | 0.0% | 356 | +103 | 0.93% | Q2 2026 | Jul 23, 2026 |
| Hudson Portfolio Management LLC | History | No change | 11,225 | 478 | 0.36% | 0.45% | 357 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 11,191 | 477 | 0.02% | 0.03% | 358 | -350 | -3.03% | Q2 2026 | Jul 24, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 11,154 | 475 | 0.02% | 0.03% | 359 | -2,174 | -16.31% | Q2 2026 | Aug 14, 2026 |
| Cohen Investment Advisors LLC | History | Added to | 11,064 | 471 | 0.21% | 0.22% | 360 | +1,584 | 16.71% | Q2 2026 | Jul 27, 2026 |
| Manske Wealth Management | History | Added to | 11,028 | 470 | 0.12% | 0.15% | 362 | +216 | 2.0% | Q2 2026 | Aug 03, 2026 |
| First City Capital Management, Inc. | History | No change | 11,020 | 470 | 0.23% | 0.28% | 361 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BEARING POINT CAPITAL, LLC | History | New | 11,000 | 469 | 0.06% | — | 363 | +11,000 | New | Q2 2026 | Aug 11, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 10,758 | 458 | 0.02% | 0.03% | 364 | -420 | -3.76% | Q2 2026 | Jul 16, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 10,694 | 456 | 0.16% | 0.2% | 365 | +571 | 5.64% | Q2 2026 | Aug 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 10,640 | 453 | 0.01% | 0.03% | 366 | -46,650 | -81.43% | Q2 2026 | Jul 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 10,433 | 445 | 0.0% | 0.02% | 367 | -764,990 | -98.65% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 10,436 | 445 | 0.01% | 0.01% | 368 | +3,933 | 60.48% | Q2 2026 | Aug 05, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 10,323 | 440 | 0.03% | 0.04% | 369 | -25 | -0.24% | Q2 2026 | Jul 23, 2026 |
| Versant Capital Management, Inc | History | Reduced | 10,275 | 438 | 0.04% | 0.06% | 370 | -2,721 | -20.94% | Q2 2026 | Jul 02, 2026 |
| REXFORD CAPITAL INC | History | Reduced | 10,207 | 435 | 0.27% | 0.35% | 371 | -69 | -0.67% | Q2 2026 | Jul 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 10,192 | 434 | 0.01% | 0.0% | 372 | +4,600 | 82.26% | Q2 2026 | Aug 05, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 10,051 | 428 | 0.02% | 0.02% | 374 | -262 | -2.54% | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 10,048 | 428 | 0.0% | 0.0% | 373 | -260 | -2.52% | Q2 2026 | Aug 13, 2026 |
| Portside Wealth Group, LLC | History | Added to | 10,008 | 426 | 0.05% | 0.03% | 377 | +4,856 | 94.25% | Q2 2026 | Jul 14, 2026 |
| DCF Advisers, LLC | History | Added to | 10,000 | 426 | 0.08% | 0.07% | 375 | +4,500 | 81.82% | Q2 2026 | Aug 10, 2026 |
| PING CAPITAL MANAGEMENT, INC. | History | No change | 10,000 | 426 | 0.11% | 0.14% | 376 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 9,971 | 422 | 0.02% | 0.03% | 378 | -517 | -4.93% | Q2 2026 | Aug 04, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 9,744 | 416 | 0.01% | 0.01% | 379 | -603 | -5.83% | Q2 2026 | Jul 28, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 9,285 | 408 | 0.01% | 0.04% | 381 | +3,926 | 73.26% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 9,285 | 408 | 0.01% | 0.01% | 383 | +2,148 | 30.1% | Q2 2026 | Jul 29, 2026 |
| Colonial River Investments, LLC | History | Reduced | 9,567 | 408 | 0.12% | 0.2% | 380 | -2,085 | -17.89% | Q2 2026 | Jul 24, 2026 |
| Hilltop National Bank | History | Added to | 9,572 | 408 | 0.09% | 0.11% | 382 | +100 | 1.06% | Q2 2026 | Jul 01, 2026 |
| SEARLE & CO. | History | Reduced | 9,500 | 405 | 0.09% | 0.12% | 384 | -500 | -5.0% | Q2 2026 | Jul 27, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 9,445 | 402 | 0.11% | 0.12% | 385 | +2,442 | 34.87% | Q2 2026 | Jul 23, 2026 |
| Sowell Financial Services LLC | History | Reduced | 9,333 | 398 | 0.01% | 0.02% | 386 | -269 | -2.8% | Q2 2026 | Jul 17, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 9,307 | 397 | 0.08% | 0.1% | 387 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | Added to | 9,233 | 393 | 0.0% | 0.0% | 388 | +243 | 2.7% | Q2 2026 | Aug 11, 2026 |
| Empowered Funds, LLC | History | Added to | 9,100 | 388 | 0.0% | 0.0% | 389 | +242 | 2.73% | Q2 2026 | Aug 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 8,995 | 384 | 0.0% | 0.02% | 390 | -17,010 | -65.41% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | Reduced | 8,940 | 381 | 0.0% | 0.0% | 391 | -1,950 | -17.91% | Q2 2026 | Aug 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 8,843 | 377 | 0.0% | 0.01% | 392 | -840 | -8.67% | Q2 2026 | Aug 03, 2026 |
| WINTON GROUP Ltd | History | New | 8,800 | 375 | 0.01% | — | 393 | +8,800 | New | Q2 2026 | Aug 07, 2026 |
| TI-TRUST, INC | History | No change | 8,733 | 372 | 0.2% | 0.25% | 394 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 8,655 | 369 | 0.01% | — | 395 | +8,655 | New | Q2 2026 | Jul 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 8,630 | 368 | 0.01% | 0.01% | 396 | -1,265 | -12.78% | Q2 2026 | Aug 10, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 8,442 | 360 | 0.0% | 0.0% | 397 | -99,247 | -92.16% | Q2 2026 | Aug 14, 2026 |
| Navigation Group, LLC | History | Added to | 8,454 | 360 | 0.07% | 0.09% | 398 | +139 | 1.67% | Q2 2026 | Jul 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 8,425 | 359 | 0.0% | 0.01% | 399 | +1,516 | 21.94% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 8,403 | 358 | 0.04% | 0.04% | 400 | +2,124 | 33.83% | Q2 2026 | Jul 10, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 8,400 | 358 | 0.04% | 0.06% | 402 | -600 | -6.67% | Q2 2026 | Jul 07, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | No change | 8,402 | 358 | 0.23% | 0.29% | 401 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Forza Wealth Management, LLC | History | No change | 8,145 | 347 | 0.11% | 0.14% | 403 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SIH Partners, LLLP | History | Reduced | 8,092 | 345 | 0.0% | 0.01% | 404 | -920 | -10.21% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 7,147 | 344 | 0.0% | — | 406 | +7,147 | New | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 8,074 | 344 | 0.01% | 0.01% | 405 | +458 | 6.01% | Q2 2026 | Jul 21, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 8,000 | 341 | 0.09% | 0.13% | 407 | -802 | -9.11% | Q2 2026 | Jul 28, 2026 |
| Lido Advisors, LLC | History | Added to | 7,934 | 338 | 0.0% | 0.0% | 408 | +1,221 | 18.19% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,834 | 334 | 0.0% | 0.02% | 409 | -89,176 | -91.92% | Q2 2026 | Jul 27, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 7,776 | 331 | 0.1% | 0.12% | 410 | -499 | -6.03% | Q2 2026 | Aug 04, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 7,737 | 330 | 0.03% | 0.04% | 411 | -200 | -2.52% | Q2 2026 | Jul 30, 2026 |
| Stokes Family Office, LLC | History | Reduced | 7,732 | 329 | 0.04% | 0.04% | 412 | -772 | -9.08% | Q2 2026 | Aug 11, 2026 |
| Kentucky Trust Co | History | Reduced | 7,710 | 328 | 0.16% | 0.21% | 413 | -600 | -7.22% | Q2 2026 | Jul 10, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 7,644 | 326 | 0.09% | 0.12% | 414 | -412 | -5.11% | Q2 2026 | Jul 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 7,629 | 325 | 0.0% | 0.0% | 415 | -3,320 | -30.32% | Q2 2026 | Aug 11, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 7,555 | 324 | 0.24% | 0.25% | 416 | -232 | -2.98% | Q2 2026 | Aug 07, 2026 |
| HM PAYSON & CO | History | Reduced | 7,582 | 323 | 0.0% | 0.01% | 417 | -566 | -6.95% | Q2 2026 | Jul 17, 2026 |
| Independent Advisor Alliance | History | Added to | 7,572 | 323 | 0.01% | 0.0% | 418 | +462 | 6.5% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 7,567 | 322 | 0.0% | — | 421 | +7,567 | New | Q2 2026 | Aug 05, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 7,565 | 322 | 0.05% | 0.06% | 420 | +583 | 8.35% | Q2 2026 | Jul 21, 2026 |
| Sunpointe, LLC | History | Added to | 7,549 | 322 | 0.09% | 0.11% | 419 | +554 | 7.92% | Q2 2026 | Jul 24, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 7,509 | 320 | 0.07% | 0.07% | 423 | +691 | 10.13% | Q2 2026 | Jul 30, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Reduced | 7,510 | 320 | 0.01% | 0.02% | 422 | -185 | -2.4% | Q2 2026 | Aug 06, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 7,355 | 313 | 0.03% | 0.04% | 424 | -165 | -2.19% | Q2 2026 | Jul 08, 2026 |
| LGT Group Foundation | History | New | 7,301 | 311 | 0.0% | — | 425 | +7,301 | New | Q2 2026 | Aug 10, 2026 |
| Bayesian Capital Management, LP | History | New | 7,199 | 307 | 0.2% | — | 428 | +7,199 | New | Q2 2026 | Aug 14, 2026 |
| Wynn Capital, LLC | History | Reduced | 7,210 | 307 | 0.14% | 0.18% | 426 | -6 | -0.08% | Q2 2026 | Jul 08, 2026 |
| Cherokee Insurance Co | History | No change | 7,213 | 307 | 0.12% | 0.13% | 427 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Modern Wealth Management, LLC | History | Added to | 7,189 | 306 | 0.0% | 0.0% | 430 | +1,517 | 26.75% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 7,188 | 306 | 0.0% | 0.0% | 429 | -1,342 | -15.73% | Q2 2026 | Aug 12, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Reduced | 7,193 | 306 | 0.09% | 0.1% | 431 | -2 | -0.03% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 7,152 | 305 | 0.01% | 0.02% | 432 | +463 | 6.92% | Q2 2026 | Aug 17, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 7,084 | 302 | 0.05% | 0.07% | 433 | -1,106 | -13.5% | Q2 2026 | Aug 03, 2026 |
| J.M. Arbour, LLC | History | Added to | 7,019 | 299 | 0.26% | 0.31% | 434 | +305 | 4.54% | Q2 2026 | Aug 14, 2026 |
| First Affirmative Financial Network | History | No change | 6,156 | 296 | 0.11% | 0.11% | 435 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cetera Trust Company, N.A | History | Added to | 6,910 | 294 | 0.15% | 0.18% | 436 | +120 | 1.77% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 6,814 | 290 | 0.02% | 0.03% | 437 | -374 | -5.2% | Q2 2026 | Jul 28, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 6,800 | 290 | 0.04% | 0.05% | 438 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PCM Encore, LLC | History | Reduced | 6,790 | 289 | 0.05% | 0.09% | 440 | -2,145 | -24.01% | Q2 2026 | Aug 11, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 6,792 | 289 | 0.04% | 0.07% | 439 | -933 | -12.08% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 6,724 | 286 | 0.01% | 0.02% | 441 | +567 | 9.21% | Q2 2026 | Aug 14, 2026 |
| GFS Advisors, LLC | History | Reduced | 21 | 285 | 0.03% | 1.24% | 442 | -156,256 | -99.99% | Q2 2026 | Aug 04, 2026 |
| Cooper Financial Group | History | Reduced | 6,464 | 275 | 0.02% | 0.06% | 443 | -6,896 | -51.62% | Q2 2026 | Jul 08, 2026 |
| BSW Wealth Partners | History | Reduced | 6,431 | 274 | 0.03% | 0.05% | 444 | -1,702 | -20.93% | Q2 2026 | Jul 15, 2026 |
| BankPlus Trust Department | History | No change | 6,400 | 273 | 0.06% | 0.08% | 445 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 6,382 | 272 | 0.03% | 0.04% | 448 | -1,209 | -15.93% | Q2 2026 | Aug 10, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 6,385 | 272 | 0.01% | 0.01% | 446 | -620 | -8.85% | Q2 2026 | Jul 21, 2026 |
| E&G Advisors, LLC | History | No change | 6,398 | 272 | 0.05% | 0.07% | 447 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 6,375 | 271 | 0.15% | 0.13% | 449 | -878 | -12.11% | Q2 2026 | Jul 16, 2026 |
| Pinnacle West Asset Management, Inc. | History | No change | 6,350 | 271 | 0.19% | 0.21% | 450 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DRW Securities, LLC | History | Reduced | 6,337 | 270 | 0.01% | 0.01% | 451 | -10,964 | -63.37% | Q2 2026 | Aug 14, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 6,272 | 267 | 0.07% | 0.08% | 453 | +783 | 14.26% | Q2 2026 | Aug 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 5,554 | 267 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 6,237 | 266 | 0.06% | 0.07% | 454 | +704 | 12.72% | Q2 2026 | Jul 31, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,199 | 264 | 0.0% | 0.01% | 455 | +339 | 5.78% | Q2 2026 | Aug 07, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 6,184 | 263 | 0.01% | 0.01% | 456 | -6,222 | -50.15% | Q2 2026 | Jul 15, 2026 |
| Trek Financial, LLC | History | Added to | 6,156 | 262 | 0.01% | 0.02% | 457 | +129 | 2.14% | Q2 2026 | Aug 13, 2026 |
| SYON CAPITAL LLC | History | Added to | 6,102 | 260 | 0.01% | 0.01% | 458 | +1,112 | 22.28% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 6,093 | 259 | 0.01% | 0.01% | 459 | +1,455 | 31.37% | Q2 2026 | Jul 07, 2026 |
| CENTRAL TRUST Co | History | Added to | 6,068 | 258 | 0.0% | 0.01% | 460 | +220 | 3.76% | Q2 2026 | Jul 31, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 6,007 | 256 | 0.02% | 0.03% | 461 | -190 | -3.07% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 5,995 | 255 | 0.0% | 0.0% | 462 | -1,005 | -14.36% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 5,958 | 254 | 0.0% | 0.0% | 464 | -399 | -6.28% | Q2 2026 | Aug 18, 2026 |
| ALTA CAPITAL MANAGEMENT LLC/ | History | Reduced | 5,966 | 254 | 0.02% | 0.02% | 463 | -92 | -1.52% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | Reduced | 5,936 | 253 | 0.0% | 0.01% | 465 | -1,186 | -16.65% | Q2 2026 | Jul 15, 2026 |
| FDx Advisors, Inc. | History | Reduced | 5,911 | 252 | 0.08% | 0.11% | 466 | -1,154 | -16.33% | Q2 2026 | Aug 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 5,816 | 248 | 0.02% | 0.02% | 467 | +1,326 | 29.53% | Q2 2026 | Jul 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 5,752 | 245 | 0.01% | 0.07% | 468 | -55,564 | -90.62% | Q2 2026 | Jul 29, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 5,730 | 244 | 0.01% | 0.01% | 469 | +568 | 11.0% | Q2 2026 | Jul 08, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 5,646 | 241 | 0.0% | 0.01% | 470 | -528 | -8.55% | Q2 2026 | Aug 06, 2026 |
| RFG Advisory, LLC | History | New | 5,639 | 240 | 0.0% | — | 472 | +5,639 | New | Q2 2026 | Jul 15, 2026 |
| Patten Group, Inc. | History | Reduced | 5,643 | 240 | 0.04% | 0.05% | 471 | -153 | -2.64% | Q2 2026 | Aug 06, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 5,615 | 239 | 0.01% | 0.01% | 473 | -1,224 | -17.9% | Q2 2026 | Aug 05, 2026 |
| Frec Markets, Inc. | History | Added to | 5,511 | 235 | 0.02% | 0.04% | 474 | +289 | 5.53% | Q2 2026 | Aug 13, 2026 |
| Johnson Financial Group, LLC | History | New | 5,501 | 234 | 0.01% | — | 475 | +5,501 | New | Q2 2026 | Aug 06, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 5,475 | 233 | 0.03% | 0.03% | 476 | +308 | 5.96% | Q2 2026 | Jul 09, 2026 |
| Summit Financial, LLC | History | New | 5,447 | 232 | 0.0% | — | 477 | +5,447 | New | Q2 2026 | Aug 12, 2026 |
| HUB Investment Partners, LLC | History | New | 5,429 | 231 | 0.0% | — | 479 | +5,429 | New | Q2 2026 | Jul 31, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 5,418 | 231 | 0.01% | 0.01% | 478 | +3 | 0.06% | Q2 2026 | Aug 13, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Reduced | 5,403 | 230 | 0.02% | 0.03% | 480 | -1,533 | -22.1% | Q2 2026 | Jul 20, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 5,366 | 228 | 0.15% | 0.19% | 481 | -685 | -11.32% | Q2 2026 | Jul 31, 2026 |
| GREENLEAF TRUST | History | Reduced | 5,334 | 227 | 0.0% | 0.0% | 482 | -901 | -14.45% | Q2 2026 | Jul 21, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 5,325 | 227 | 0.01% | 0.01% | 483 | -450 | -7.79% | Q2 2026 | Jul 24, 2026 |
| Whetstone Capital Advisors, LLC | History | Reduced | 5,329 | 227 | 0.06% | 0.1% | 484 | -445 | -7.71% | Q2 2026 | Aug 14, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 5,306 | 226 | 0.03% | 0.06% | 485 | -4,262 | -44.54% | Q2 2026 | Aug 07, 2026 |
| Focus Financial Network, Inc. | History | Added to | 5,302 | 226 | 0.01% | 0.01% | 486 | +446 | 9.18% | Q2 2026 | Jul 09, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 5,281 | 225 | 0.0% | 0.0% | 487 | +343 | 6.95% | Q2 2026 | Aug 11, 2026 |
| Jacobi Capital Management LLC | History | Added to | 5,256 | 224 | 0.01% | 0.01% | 488 | +571 | 12.19% | Q2 2026 | Jul 31, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 5,244 | 223 | 0.09% | — | 489 | +5,244 | New | Q2 2026 | Aug 07, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 5,208 | 222 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 5,180 | 220 | 0.0% | 0.0% | 491 | -763 | -12.84% | Q2 2026 | Aug 07, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 5,152 | 219 | 0.0% | 0.01% | 492 | -4,222 | -45.04% | Q2 2026 | Aug 13, 2026 |
| Zhang Financial LLC | History | No change | 5,130 | 218 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | New | 5,110 | 217 | 0.07% | — | 495 | +5,110 | New | Q2 2026 | Jul 21, 2026 |
| Forum Finance Group S.A. | History | No change | 6,299 | 217 | 0.08% | 0.13% | 494 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Added to | 5,082 | 216 | 0.0% | 0.0% | 496 | +532 | 11.69% | Q2 2026 | Aug 10, 2026 |
| StoneX Group Inc. | History | New | 4,884 | 214 | 0.01% | — | 497 | +4,884 | New | Q2 2026 | Aug 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 5,000 | 213 | 0.0% | 0.0% | 498 | -5,783 | -53.63% | Q2 2026 | Aug 14, 2026 |
| DLD Asset Management, LP | History | New | 5,000 | 213 | 0.01% | — | 500 | +5,000 | New | Q2 2026 | Aug 12, 2026 |
| Grove Bank & Trust | History | Reduced | 5,000 | 213 | 0.02% | 0.03% | 499 | -30 | -0.6% | Q2 2026 | Jul 07, 2026 |
| PDS Planning, Inc | History | Reduced | 4,975 | 212 | 0.01% | 0.02% | 501 | -1,582 | -24.13% | Q2 2026 | Aug 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 4,970 | 212 | 0.0% | 0.0% | 503 | +159 | 3.3% | Q2 2026 | Aug 03, 2026 |
| Beacon Bank & Trust | History | No change | 4,987 | 212 | 0.04% | 0.05% | 502 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUST CO OF VERMONT | History | New | 4,967 | 211 | 0.01% | — | 504 | +4,967 | New | Q2 2026 | Aug 07, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 4,937 | 210 | 0.01% | 0.02% | 505 | -313 | -5.96% | Q2 2026 | Jul 29, 2026 |
| Florida Trust Wealth Management Co | History | New | 4,797 | 204 | 0.01% | — | 508 | +4,797 | New | Q2 2026 | Jul 27, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 4,762 | 204 | 0.01% | 0.02% | 506 | -1,466 | -23.54% | Q2 2026 | Aug 05, 2026 |
| Intrua Financial, LLC | History | Added to | 4,791 | 204 | 0.02% | 0.02% | 507 | +458 | 10.57% | Q2 2026 | Jul 24, 2026 |
| TOWNSQUARE CAPITAL LLC | History | New | 4,744 | 202 | 0.04% | — | 509 | +4,744 | New | Q2 2026 | Aug 14, 2026 |
| NIA IMPACT ADVISORS, LLC | History | New | 4,723 | 201 | 0.08% | — | 511 | +4,723 | New | Q2 2026 | Aug 03, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 4,728 | 201 | 0.0% | 0.0% | 510 | -2,093 | -30.68% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | New | 4,703 | 200 | 0.0% | — | 512 | +4,703 | New | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 4,637 | 197 | 0.02% | 0.03% | 513 | -2,036 | -30.51% | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 4,454 | 190 | 0.0% | 0.02% | 514 | -11,048 | -71.27% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 4,347 | 187 | 0.01% | 0.01% | 515 | -355 | -7.55% | Q2 2026 | Jul 07, 2026 |
| CVA Family Office, LLC | History | No change | 4,200 | 179 | 0.02% | 0.02% | 516 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Archer Investment Corp | History | No change | 4,072 | 173 | 0.03% | 0.04% | 517 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 3,884 | 165 | 0.02% | 0.03% | 518 | -546 | -12.33% | Q2 2026 | Jul 29, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 3,755 | 160 | 0.0% | 0.0% | 519 | -100 | -2.59% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 3,570 | 152 | 0.01% | 0.01% | 520 | -339 | -8.67% | Q2 2026 | Aug 06, 2026 |
| Basecamp Wealth Advisors LLC | History | Reduced | 3,506 | 149 | 0.03% | 0.04% | 521 | -188 | -5.09% | Q2 2026 | Aug 14, 2026 |
| Hara Capital LLC | History | No change | 3,388 | 144 | 0.08% | 0.08% | 522 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Euro Pacific Asset Management, LLC | History | Added to | 45,868 | 142 | 0.02% | 0.22% | 523 | +200 | 0.44% | Q2 2026 | Aug 06, 2026 |
| Cromwell Holdings LLC | History | Reduced | 3,128 | 133 | 0.06% | 0.11% | 524 | -786 | -20.08% | Q2 2026 | Jul 13, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Added to | 3,100 | 132 | 0.03% | 0.03% | 525 | +181 | 6.2% | Q2 2026 | Aug 06, 2026 |
| Aberdeen Wealth Management LLC | History | New | 2,820 | 120 | 0.06% | — | 526 | +2,820 | New | Q2 2026 | Aug 13, 2026 |
| Caldwell Trust Co | History | Reduced | 2,473 | 105 | 0.01% | 0.01% | 527 | -176 | -6.64% | Q2 2026 | Aug 03, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 2,443 | 104 | 0.01% | 0.01% | 528 | -221 | -8.3% | Q2 2026 | Sep 04, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 2,405 | 102 | 0.01% | 0.01% | 529 | -1,284 | -34.81% | Q2 2026 | Jul 31, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 2,327 | 99 | 0.0% | 0.0% | 530 | +1,149 | 97.54% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,337 | 99 | 0.0% | 0.0% | 531 | +10 | 0.43% | Q2 2026 | Jul 27, 2026 |
| JNBA Financial Advisors | History | No change | 2,323 | 99 | 0.01% | 0.01% | 532 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Manchester Capital Management LLC | History | Added to | 2,261 | 96 | 0.01% | 0.01% | 533 | +654 | 40.7% | Q2 2026 | Aug 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 2,243 | 95 | 0.05% | 0.06% | 534 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corient IA LP | History | Reduced | 2,120 | 90 | 0.08% | 0.29% | 535 | -4,270 | -66.82% | Q2 2026 | Aug 12, 2026 |
| Quintet Private Bank (Europe) S.A. | History | No change | 2,050 | 87 | 0.01% | 0.01% | 536 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 2,000 | 85 | 0.03% | 0.04% | 537 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHELSEA COUNSEL CO | History | No change | 1,845 | 78 | 0.03% | 0.04% | 538 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,848 | 78 | 0.02% | 0.03% | 539 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 170,000 | 78 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Added to | 1,823 | 77 | 0.0% | 0.0% | 541 | +28 | 1.56% | Q2 2026 | Jul 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,788 | 76 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 1,644 | 70 | 0.01% | 0.04% | 543 | -2,682 | -62.0% | Q2 2026 | Jul 14, 2026 |
| Bank & Trust Co | History | No change | 1,555 | 66 | 0.04% | 0.05% | 544 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,457 | 62 | 0.0% | 0.0% | 545 | -1,067 | -42.27% | Q2 2026 | Aug 12, 2026 |
| WealthCollab, LLC | History | Added to | 1,469 | 62 | 0.02% | 0.02% | 546 | +416 | 39.51% | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | Added to | 1,431 | 61 | 0.0% | 0.0% | 547 | +204 | 16.63% | Q2 2026 | Jul 27, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,286 | 61 | 0.02% | 0.02% | 548 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,459 | 60 | 0.0% | 0.01% | 549 | -238 | -14.02% | Q2 2026 | Aug 07, 2026 |
| Truvestments Capital LLC | History | Reduced | 1,402 | 59 | 0.01% | 0.01% | 550 | -59 | -4.04% | Q2 2026 | Aug 12, 2026 |
| Costello Asset Management, INC | History | No change | 1,400 | 59 | 0.02% | 0.02% | 551 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dunhill Financial, LLC | History | Added to | 1,354 | 57 | 0.01% | 0.0% | 552 | +936 | 223.92% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | No change | 1,250 | 54 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Institute for Wealth Management, LLC. | History | New | 1,239 | 52 | 0.0% | — | 554 | +1,239 | New | Q2 2026 | Jul 28, 2026 |
| TSFG, LLC | History | No change | 1,207 | 51 | 0.01% | 0.01% | 555 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 1,100 | 46 | 0.0% | 0.01% | 556 | -2,037 | -64.93% | Q2 2026 | Sep 15, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 1,100 | 46 | 0.0% | — | 558 | +1,100 | New | Q2 2026 | Aug 03, 2026 |
| Owl Creek Wealth Partners LLC | History | Reduced | 1,084 | 46 | 0.01% | 0.02% | 557 | -53 | -4.66% | Q2 2026 | Jul 20, 2026 |
| Meramec Financial Planners, LLC | History | No change | 1,025 | 45 | 0.02% | 0.02% | 559 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 982 | 42 | 0.0% | 0.0% | 560 | -24 | -2.39% | Q2 2026 | Aug 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,000 | 42 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UMB Bank, n.a. | History | Added to | 978 | 41 | 0.0% | 0.0% | 562 | +226 | 30.05% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 959 | 40 | 0.0% | 0.0% | 563 | -2,324 | -70.79% | Q2 2026 | Jul 24, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 929 | 39 | 0.0% | 0.0% | 565 | -448 | -32.53% | Q2 2026 | Jul 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 935 | 39 | 0.0% | 0.0% | 564 | +37 | 4.12% | Q2 2026 | Aug 05, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 767 | 36 | 0.03% | 0.02% | 566 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 850 | 36 | 0.01% | 0.01% | 567 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leonteq Securities AG | History | Added to | 835 | 35 | 0.0% | 0.0% | 568 | +228 | 37.56% | Q2 2026 | Jul 27, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 782 | 33 | 0.0% | 0.0% | 570 | +730 | 1403.85% | Q2 2026 | Aug 10, 2026 |
| Westside Investment Management, Inc. | History | Added to | 776 | 33 | 0.0% | 0.0% | 569 | +100 | 14.79% | Q2 2026 | Jul 27, 2026 |
| Brentview Investment Management LLC | History | No change | 763 | 32 | 0.01% | 0.02% | 571 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MTM Investment Management, LLC | History | No change | 740 | 31 | 0.01% | 0.01% | 572 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CDKV HOLDINGS LLC | History | No change | 750 | 31 | 0.02% | 0.03% | 573 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Avalon Trust Co | History | New | 700 | 29 | 0.0% | — | 576 | +700 | New | Q2 2026 | Aug 06, 2026 |
| Trust Co | History | Added to | 686 | 29 | 0.0% | 0.0% | 574 | +180 | 35.57% | Q2 2026 | Jul 10, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 700 | 29 | 0.01% | 0.01% | 575 | +64 | 10.06% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 663 | 28 | 0.0% | 0.0% | 579 | -7,263 | -91.64% | Q2 2026 | Jul 21, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 659 | 28 | 0.0% | 0.0% | 577 | -172 | -20.7% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | Reduced | 657 | 28 | 0.0% | 0.0% | 578 | -143 | -17.88% | Q2 2026 | Aug 14, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | New | 650 | 27 | 0.01% | — | 583 | +650 | New | Q2 2026 | Aug 06, 2026 |
| FIRST HORIZON CORP | History | Reduced | 633 | 27 | 0.0% | 0.0% | 580 | -28 | -4.24% | Q2 2026 | Jul 20, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 650 | 27 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 655 | 27 | 0.01% | 0.01% | 582 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 610 | 26 | 0.01% | 0.01% | 584 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Buck Wealth Strategies, LLC | History | New | 595 | 25 | 0.0% | — | 585 | +595 | New | Q2 2026 | Jul 30, 2026 |
| Cape Investment Advisory, Inc. | History | New | 558 | 23 | 0.01% | — | 591 | +558 | New | Q2 2026 | Jul 23, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 541 | 23 | 0.01% | 0.01% | 587 | -160 | -22.82% | Q2 2026 | Jul 28, 2026 |
| Estabrook Capital Management | History | Reduced | 549 | 23 | 0.0% | 0.0% | 586 | -13 | -2.31% | Q2 2026 | Aug 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 551 | 23 | 0.01% | 0.01% | 588 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 540 | 23 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vision Retirement, LLC | History | No change | 557 | 23 | 0.01% | 0.01% | 590 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 521 | 22 | 0.0% | — | 592 | +521 | New | Q2 2026 | Aug 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 495 | 21 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 505 | 21 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| McMillan Office, Inc. | History | No change | 500 | 21 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Co / SC | History | Reduced | 483 | 20 | 0.0% | 0.02% | 597 | -2,038 | -80.84% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | New | 478 | 20 | 0.0% | — | 598 | +478 | New | Q2 2026 | Aug 06, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | Added to | 479 | 20 | 0.01% | 0.01% | 596 | +156 | 48.3% | Q2 2026 | Jul 22, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 454 | 19 | 0.0% | 0.02% | 599 | -1,926 | -80.92% | Q2 2026 | Jul 17, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 455 | 19 | 0.01% | — | 602 | +455 | New | Q2 2026 | Aug 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 448 | 19 | 0.02% | 0.01% | 600 | +319 | 247.29% | Q2 2026 | Jul 29, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 450 | 19 | 0.01% | 0.01% | 601 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Added to | 422 | 18 | 0.0% | 0.0% | 603 | +152 | 56.3% | Q2 2026 | Jul 16, 2026 |
| Robinswood Financial LLC | History | No change | 432 | 18 | 0.01% | 0.01% | 604 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ameritas Advisory Services, LLC | History | New | 408 | 17 | 0.0% | — | 608 | +408 | New | Q2 2026 | Aug 14, 2026 |
| First Bancorp, Inc /ME/ | History | New | 400 | 17 | 0.01% | — | 607 | +400 | New | Q2 2026 | Aug 11, 2026 |
| Purpose Unlimited Inc. | History | Reduced | 415 | 17 | 0.0% | 0.0% | 606 | -55 | -11.7% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 355 | 17 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | Reduced | 385 | 16 | 0.0% | 0.01% | 611 | -910 | -70.27% | Q2 2026 | Jul 14, 2026 |
| Lavaca Capital LLC | History | New | 386 | 16 | 0.0% | — | 614 | +386 | New | Q2 2026 | Aug 14, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 380 | 16 | 0.01% | 0.01% | 609 | -265 | -41.09% | Q2 2026 | Aug 03, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 388 | 16 | 0.0% | 0.0% | 610 | -76 | -16.38% | Q2 2026 | Jul 22, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 394 | 16 | 0.01% | 0.01% | 613 | +20 | 5.35% | Q2 2026 | Jul 09, 2026 |
| Aventura Private Wealth, LLC | History | No change | 395 | 16 | 0.0% | 0.01% | 612 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bogart Wealth, LLC | History | Added to | 375 | 15 | 0.0% | 0.0% | 616 | +19 | 5.34% | Q2 2026 | Jul 24, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 362 | 15 | 0.0% | 0.0% | 615 | -15 | -3.98% | Q2 2026 | Jul 14, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 343 | 14 | 0.01% | 0.01% | 617 | +32 | 10.29% | Q2 2026 | Aug 28, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 320 | 13 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 299 | 12 | 0.0% | 0.0% | 621 | +176 | 143.09% | Q2 2026 | Jul 22, 2026 |
| Kilter Group LLC | History | Reduced | 302 | 12 | 0.0% | 0.01% | 623 | -3 | -0.98% | Q2 2026 | Aug 11, 2026 |
| EASTERN BANK | History | No change | 300 | 12 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 300 | 12 | 0.01% | 0.01% | 620 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 299 | 12 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 254 | 12 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Reduced | 280 | 11 | 0.0% | 0.0% | 625 | -298 | -51.56% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 249 | 10 | 0.0% | 0.0% | 626 | +123 | 97.62% | Q2 2026 | Aug 10, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 255 | 10 | 0.01% | 0.01% | 627 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Synergy Investment Management, LLC | History | New | 211 | 9 | 0.0% | — | 630 | +211 | New | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 220 | 9 | 0.0% | 0.0% | 628 | -16 | -6.78% | Q2 2026 | Jul 29, 2026 |
| WPG Advisers, LLC | History | Reduced | 231 | 9 | 0.01% | 0.01% | 629 | -9 | -3.75% | Q2 2026 | Aug 05, 2026 |
| Bank of New Hampshire | History | Reduced | 200 | 8 | 0.0% | 0.01% | 635 | -951 | -82.62% | Q2 2026 | Jul 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 194 | 8 | 0.0% | 0.0% | 633 | -395 | -67.06% | Q2 2026 | Jul 20, 2026 |
| ALTRINSIC GLOBAL ADVISORS LLC | History | New | 210 | 8 | 0.0% | — | 637 | +210 | New | Q2 2026 | Aug 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 205 | 8 | 0.0% | — | 638 | +205 | New | Q2 2026 | Aug 07, 2026 |
| SHP Wealth Management | History | Added to | 193 | 8 | 0.0% | 0.0% | 634 | +54 | 38.85% | Q2 2026 | Aug 11, 2026 |
| Signature Equity Partners, LLC | History | Added to | 203 | 8 | 0.0% | 0.0% | 636 | +32 | 18.71% | Q2 2026 | Jul 30, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 200 | 8 | 0.0% | 0.0% | 632 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 175 | 7 | 0.0% | 0.0% | 640 | +136 | 348.72% | Q2 2026 | Jul 10, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 173 | 7 | 0.0% | 0.0% | 641 | -45 | -20.64% | Q2 2026 | Jul 09, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 175 | 7 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 168 | 7 | 0.0% | 0.0% | 642 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Reduced | 144 | 6 | 0.02% | 0.02% | 644 | -6,669 | -97.89% | Q2 2026 | Aug 04, 2026 |
| Fourth Dimension Wealth, LLC | History | New | 157 | 6 | 0.0% | — | 649 | +157 | New | Q2 2026 | Jul 31, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 149 | 6 | 0.0% | 0.0% | 647 | -98 | -39.68% | Q2 2026 | Aug 11, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 159 | 6 | 0.0% | 0.01% | 646 | -10 | -5.92% | Q2 2026 | Jul 07, 2026 |
| Philadelphia Investment Partners, LLC | History | Added to | 151 | 6 | 0.0% | 0.0% | 648 | +6 | 4.14% | Q2 2026 | Aug 14, 2026 |
| TD Capital Management LLC | History | No change | 159 | 6 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 149 | 6 | 0.0% | 0.0% | 645 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Redwood Park Advisors LLC | History | New | 140 | 5 | 0.0% | — | 654 | +140 | New | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 130 | 5 | 0.0% | — | 655 | +130 | New | Q2 2026 | Aug 13, 2026 |
| Winch Advisory Services, LLC | History | New | 121 | 5 | 0.0% | — | 653 | +121 | New | Q2 2026 | Aug 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 134 | 5 | 0.0% | 0.0% | 650 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 131 | 5 | 0.01% | 0.0% | 651 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Benson Wealth Management INC | History | No change | 138 | 5 | 0.01% | 0.01% | 652 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 105 | 4 | 0.0% | 0.02% | 672 | -682 | -86.66% | Q2 2026 | Jul 27, 2026 |
| Key FInancial Inc | History | Reduced | 115 | 4 | 0.0% | 0.0% | 665 | -181 | -61.15% | Q2 2026 | Jul 24, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 109 | 4 | 0.0% | — | 673 | +109 | New | Q2 2026 | Aug 12, 2026 |
| Towne Trust Company, N.A | History | Reduced | 100 | 4 | 0.0% | 0.0% | 658 | -100 | -50.0% | Q2 2026 | Jul 30, 2026 |
| JPL Wealth Management, LLC | History | Added to | 101 | 4 | 0.0% | 0.0% | 670 | +65 | 180.56% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 107 | 4 | 0.0% | 0.0% | 656 | -42 | -28.19% | Q2 2026 | Jul 28, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 114 | 4 | 0.0% | 0.0% | 659 | +41 | 56.16% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | Reduced | 103 | 4 | 0.0% | 0.0% | 661 | -3 | -2.83% | Q2 2026 | Jul 20, 2026 |
| Smithfield Trust Co | History | No change | 103 | 4 | 0.0% | 0.0% | 657 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MCF Advisors LLC | History | No change | 101 | 4 | 0.0% | 0.0% | 660 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 96 | 4 | 0.0% | 0.0% | 662 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CX Institutional | History | No change | 100 | 4 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Pflug Koory, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 664 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Coston, McIsaac & Partners | History | No change | 105 | 4 | 0.0% | 0.0% | 666 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Imprint Wealth LLC | History | No change | 94 | 4 | 0.02% | 0.02% | 667 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Perspectives, Inc | History | No change | 100 | 4 | 0.0% | 0.0% | 668 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 110 | 4 | 0.0% | 0.0% | 669 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 95 | 4 | 0.0% | 0.0% | 671 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 89 | 3 | 0.0% | 0.01% | 674 | -2,488 | -96.55% | Q2 2026 | Aug 13, 2026 |
| Addison Advisors LLC | History | Reduced | 74 | 3 | 0.0% | 0.01% | 679 | -985 | -93.01% | Q2 2026 | Aug 10, 2026 |
| Allied Private Wealth LLC | History | New | 72 | 3 | 0.0% | — | 689 | +72 | New | Q2 2026 | Jul 09, 2026 |
| Markowski Investments | History | New | 72 | 3 | 0.0% | — | 690 | +72 | New | Q2 2026 | Aug 13, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 72 | 3 | 0.0% | 0.0% | 677 | +46 | 176.92% | Q2 2026 | Jul 16, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 84 | 3 | 0.0% | 0.0% | 685 | -44 | -34.38% | Q2 2026 | Aug 26, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 93 | 3 | 0.0% | 0.0% | 681 | -43 | -31.62% | Q2 2026 | Jul 06, 2026 |
| Rossby Financial, LCC | History | Added to | 74 | 3 | 0.0% | 0.0% | 687 | +8 | 12.12% | Q2 2026 | Aug 04, 2026 |
| NFSG Corp | History | Added to | 90 | 3 | 0.0% | 0.0% | 680 | +4 | 4.65% | Q2 2026 | Aug 14, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 675 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kozak & Associates, Inc. | History | No change | 92 | 3 | 0.0% | 0.0% | 676 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 72 | 3 | 0.0% | 0.0% | 678 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JDM Financial Group LLC | History | No change | 76 | 3 | 0.0% | 0.0% | 682 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Lummis Asset Management, LP | History | No change | 80 | 3 | 0.0% | 0.0% | 683 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 88 | 3 | 0.0% | 0.0% | 684 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Millstone Evans Group, LLC | History | No change | 82 | 3 | 0.0% | 0.0% | 686 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 86 | 3 | 0.0% | 0.0% | 688 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Reduced | 55 | 2 | 0.0% | 0.0% | 694 | -72 | -56.69% | Q2 2026 | Jul 27, 2026 |
| Tradewinds Capital Management, LLC | History | New | 70 | 2 | 0.0% | — | 698 | +70 | New | Q2 2026 | Jul 23, 2026 |
| GoalVest Advisory LLC | History | New | 65 | 2 | 0.0% | — | 699 | +65 | New | Q2 2026 | Jul 08, 2026 |
| Quent Capital, LLC | History | New | 57 | 2 | 0.0% | — | 700 | +57 | New | Q2 2026 | Aug 07, 2026 |
| North Star Investment Management Corp. | History | Added to | 47 | 2 | 0.0% | 0.0% | 692 | +1 | 2.17% | Q2 2026 | Jul 28, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 50 | 2 | 0.0% | 0.0% | 691 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 693 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 695 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dogwood Wealth Management LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 696 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Strive Financial Group ,LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 697 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Capital Advisory, LLC | History | Reduced | 32 | 1 | 0.0% | 0.0% | 707 | -95 | -74.8% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 42 | 1 | 0.0% | — | 718 | +42 | New | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, LP | History | New | 41 | 1 | 0.0% | — | 715 | +41 | New | Q2 2026 | Aug 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 40 | 1 | 0.0% | — | 712 | +40 | New | Q2 2026 | Aug 06, 2026 |
| Nova Wealth Management, Inc. | History | New | 37 | 1 | 0.0% | — | 717 | +37 | New | Q2 2026 | Jul 13, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | New | 31 | 1 | 0.0% | — | 714 | +31 | New | Q2 2026 | Jul 20, 2026 |
| Highland Investment Advisors LLC | History | New | 28 | 1 | 0.0% | — | 719 | +28 | New | Q2 2026 | Aug 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 26 | 1 | 0.0% | — | 713 | +26 | New | Q2 2026 | Jul 21, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 26 | 1 | 0.0% | — | 716 | +26 | New | Q2 2026 | Aug 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 31 | 1 | 0.0% | 0.0% | 701 | -24 | -43.64% | Q2 2026 | Sep 02, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 42 | 1 | 0.0% | 0.0% | 703 | -21 | -33.33% | Q2 2026 | Jul 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 33 | 1 | 0.0% | 0.0% | 708 | +2 | 6.45% | Q2 2026 | Jul 24, 2026 |
| Coastline Trust Co | History | No change | 30 | 1 | 0.0% | 0.0% | 702 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard National Trust Co | History | No change | 25 | 1 | 0.0% | 0.0% | 704 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arlington Trust Co LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 705 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Gold Investment Management Ltd. | History | No change | 30 | 1 | 0.0% | 0.0% | 706 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Navigoe, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 709 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 33 | 1 | 0.0% | 0.0% | 710 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advocate Investing Services LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 711 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fusion Capital, LLC | History | Closed out | 0 | 0 | — | 1.97% | — | -151,507 | -100.0% | Q2 2026 | Aug 05, 2026 |
| LEUTHOLD GROUP, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -96,085 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Redwood Grove Capital, LLC | History | Closed out | 0 | 0 | — | 1.27% | — | -81,557 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AMG National Trust Bank | History | Closed out | 0 | 0 | — | 0.06% | — | -56,427 | -100.0% | Q2 2026 | Aug 06, 2026 |
| CGN Advisors LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -54,331 | -100.0% | Q2 2026 | Jul 06, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -33,497 | -100.0% | Q2 2026 | Aug 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -23,516 | -100.0% | Q2 2026 | Sep 09, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.07% | — | -22,936 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CRUX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.35% | — | -19,194 | -100.0% | Q2 2026 | Jul 21, 2026 |
| EPG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -18,745 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Meriwether Wealth & Planning, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -17,376 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Trivant Custom Portfolio Group, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -15,990 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Unique Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -15,954 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Keystone Financial Services | History | Closed out | 0 | 0 | — | 0.22% | — | -15,866 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Beverly Hills Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -14,891 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Athena Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -14,111 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Avantra Family Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.47% | — | -13,066 | -100.0% | Q2 2026 | Jul 29, 2026 |
| American State Bank (Iowa) | History | Closed out | 0 | 0 | — | 0.29% | — | -12,434 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,363 | -100.0% | Q2 2026 | Aug 17, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -12,189 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,134 | -100.0% | Q2 2026 | Sep 08, 2026 |
| SkyView Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -11,565 | -100.0% | Q2 2026 | Sep 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -9,143 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Tranquilli Financial Advisor LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -8,726 | -100.0% | Q2 2026 | Aug 07, 2026 |
| SPWM Advisors LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -8,331 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,163 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Cordgrass Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -8,123 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Revisor Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,213 | -100.0% | Q2 2026 | Jul 21, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,062 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Abacus Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,806 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Clearbridge Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,689 | -100.0% | Q2 2026 | Aug 13, 2026 |
| IFS Group,LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -6,673 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Rehmann Capital Advisory Group | History | Closed out | 0 | 0 | — | 0.02% | — | -6,381 | -100.0% | Q2 2026 | Aug 20, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -5,941 | -100.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,780 | -100.0% | Q2 2026 | Aug 06, 2026 |
| FLC Capital Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -5,543 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Collaborative Fund Advisors, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -5,524 | -100.0% | Q2 2026 | Jul 30, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,157 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Old North State Trust, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,010 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Epoch Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,996 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,993 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,896 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ledyard National Bank | History | Closed out | 0 | 0 | — | 0.02% | — | -4,881 | -100.0% | Q2 2026 | Jul 16, 2026 |
| SENTINEL TRUST CO LBA | History | Closed out | 0 | 0 | — | 0.02% | — | -4,878 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,760 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Foyston, Gordon & Payne Inc | History | Closed out | 0 | 0 | — | 0.05% | — | -4,755 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Essex Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,739 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,732 | -100.0% | Q2 2026 | Jul 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,714 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Nolet Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,690 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Harrington Investments, INC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,657 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Bond & Devick Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,654 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Opal Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,619 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,590 | -100.0% | Q2 2026 | Jul 08, 2026 |
| West Family Investments, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -4,557 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Kendall Capital Management | History | Closed out | 0 | 0 | — | 0.04% | — | -4,540 | -100.0% | Q2 2026 | Aug 12, 2026 |
| COMMERCE BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -4,512 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -4,508 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Symphony Financial, Ltd. Co. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,505 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Larry Mathis Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -4,486 | -100.0% | Q2 2026 | Jul 24, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,462 | -100.0% | Q2 2026 | Jul 28, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,460 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Net Worth Advisory Group | History | Closed out | 0 | 0 | — | 0.04% | — | -4,445 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Bank OZK | History | Closed out | 0 | 0 | — | 0.07% | — | -4,369 | -100.0% | Q2 2026 | Aug 17, 2026 |
| JACOBS & CO/CA | History | Closed out | 0 | 0 | — | 0.02% | — | -4,305 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Resonant Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,289 | -100.0% | Q2 2026 | Jul 24, 2026 |
| PATTEN & PATTEN INC/TN | History | Closed out | 0 | 0 | — | 0.01% | — | -4,232 | -100.0% | Q2 2026 | Aug 05, 2026 |
| PARK NATIONAL CORP /OH/ | History | Closed out | 0 | 0 | — | 0.01% | — | -4,213 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,208 | -100.0% | Q2 2026 | Jul 28, 2026 |
| MONECO ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,162 | -100.0% | Q2 2026 | Aug 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -822 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -688 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -668 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -601 | -100.0% | Q2 2026 | Jul 29, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -571 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.0% | — | -517 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Pingora Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -515 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -486 | -100.0% | Q2 2026 | Aug 26, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q2 2026 | Aug 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 11 | 0 | — | 0.0% | — | -355 | -96.99% | Q2 2026 | Aug 06, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -209 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -196 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Basepoint Wealth LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -124 | -98.41% | Q2 2026 | Aug 10, 2026 |
| EFG International AG | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q2 2026 | Aug 05, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Wealth Science Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 16 | 0 | — | 0.0% | — | -72 | -81.82% | Q2 2026 | Aug 10, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Western Pacific Wealth Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Napier Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Intentional Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q2 2026 | Jul 28, 2026 |
| BFSG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q2 2026 | Jul 20, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Monetary Solutions, Ltd | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Jul 23, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Goodman Advisory Group, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Asset Dedication, LLC | History | Added to | 14 | 0 | — | — | — | +8 | 133.33% | Q2 2026 | Jul 30, 2026 |
| Nvest Wealth Strategies, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Mosley Wealth Management | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Jul 23, 2026 |
| PMV Capital Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Jul 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Oakworth Capital, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Darwin Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Silicon Valley Capital Partners | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 23 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Tidemark, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BAYBAN | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sunrise Financial Services, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |