SOUNDHOUND AI, INC. - SOUN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 45,367,437 | 452,313 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 32,408,761 | 222,648 | 0.0% | 0.01% | 2 | +999,614 | 3.18% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 25,527,830 | 175,376 | 0.01% | — | 3 | +25,527,830 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 17,388,572 | 119,459 | 0.0% | — | 4 | +17,388,572 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 14,035,688 | 96,425 | 0.01% | 0.02% | 5 | -1,353,383 | -8.79% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 9,610,895 | 66,039 | 0.0% | 0.01% | 6 | +430,574 | 4.69% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 9,085,241 | 62,415 | 0.0% | 0.0% | 7 | +394,006 | 4.53% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 8,801,626 | 60,467 | 0.01% | 0.01% | 8 | +2,677,343 | 43.72% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 8,630,878 | 59,294 | 0.01% | 0.0% | 9 | +6,464,490 | 298.4% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 8,230,660 | 56,544 | 0.01% | 0.01% | 10 | +1,586,690 | 23.88% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 7,107,767 | 48,830 | 0.0% | 0.01% | 11 | -1,879,755 | -20.92% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 6,213,919 | 42,689 | 0.01% | 0.01% | 12 | +928,745 | 17.57% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,882,772 | 40,414 | 0.0% | 0.0% | 13 | -731,593 | -11.06% | Q1 2026 | May 15, 2026 |
| Defiance ETFs, LLC | History | New | 3,836,136 | 26,354 | 0.38% | — | 14 | +3,836,136 | New | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 3,650,272 | 25,077 | 0.1% | 0.08% | 15 | +1,450,761 | 65.96% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 3,338,273 | 22,933 | 0.0% | 0.01% | 16 | -26,725 | -0.79% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 3,166,402 | 21,753 | 0.0% | 0.0% | 17 | +103,034 | 3.36% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 2,694,053 | 18,508 | 0.0% | — | 18 | +2,694,053 | New | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 2,651,899 | 18,185 | 0.02% | 0.09% | 19 | -3,434,032 | -56.43% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,943,000 | 13,348 | 0.01% | 0.03% | 20 | -2,912,586 | -59.98% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 1,771,068 | 12,167 | 0.0% | 0.01% | 21 | -102,775 | -5.48% | Q1 2026 | May 06, 2026 |
| Sculptor Capital LP | History | Added to | 1,400,000 | 9,618 | 0.1% | 0.11% | 22 | +375,800 | 36.69% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 1,294,600 | 8,893 | 0.01% | 0.02% | 23 | -1,069,700 | -45.24% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,218,603 | 8,371 | 0.0% | 0.0% | 24 | -163,044 | -11.8% | Q1 2026 | May 05, 2026 |
| Marex Group plc | History | Added to | 1,184,500 | 8,137 | 0.05% | 0.05% | 25 | +394,236 | 49.89% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,115,484 | 7,663 | 0.01% | 0.01% | 26 | -293,790 | -20.85% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,112,100 | 7,640 | 0.01% | 0.0% | 27 | +1,107,579 | 24498.54% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 980,082 | 6,733 | 0.0% | 0.0% | 28 | +17,296 | 1.8% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 918,517 | 6,310 | 0.0% | 0.0% | 29 | +902,094 | 5492.87% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | Added to | 767,100 | 5,269 | 0.0% | 0.0% | 30 | +27,300 | 3.69% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 820,891 | 4,949 | 0.0% | 0.0% | 31 | +278,501 | 51.35% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 683,420 | 4,695 | 0.0% | 0.0% | 32 | +46,286 | 7.26% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 667,374 | 4,584 | 0.01% | 0.01% | 33 | +78,727 | 13.37% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 450,901 | 4,495 | 0.0% | 0.0% | 34 | +9,767 | 2.21% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 642,755 | 4,415 | 0.0% | 0.0% | 35 | -16,035 | -2.43% | Q1 2026 | May 13, 2026 |
| Clear Street Group Inc. | History | Reduced | 626,278 | 4,302 | 0.02% | 0.03% | 36 | -156,963 | -20.04% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 623,413 | 4,282 | 0.06% | 0.09% | 37 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CANTOR FITZGERALD, L. P. | History | Reduced | 597,877 | 4,107 | 0.06% | 0.19% | 38 | -677,373 | -53.12% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 373,403 | 3,925 | 0.0% | 0.0% | 39 | +251,139 | 205.41% | Q1 2026 | May 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 527,100 | 3,621 | 0.02% | 0.08% | 40 | -2,284,300 | -81.25% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 467,605 | 3,212 | 0.0% | 0.0% | 41 | +4,709 | 1.02% | Q1 2026 | May 12, 2026 |
| Verition Fund Management LLC | History | Reduced | 467,400 | 3,211 | 0.02% | 0.04% | 42 | -490,149 | -51.19% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 440,023 | 3,022 | 0.0% | 0.0% | 43 | +87,998 | 25.0% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 434,478 | 2,984 | 0.0% | 0.0% | 44 | +113,843 | 35.51% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 426,841 | 2,933 | 0.0% | 0.0% | 45 | +69,961 | 19.6% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 405,051 | 2,782 | 0.0% | 0.0% | 46 | -268,321 | -39.85% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 353,897 | 2,431 | 0.0% | 0.0% | 47 | -47,729 | -11.88% | Q1 2026 | May 14, 2026 |
| Havemeyer Place LP | History | Added to | 349,494 | 2,401 | 0.28% | 0.19% | 48 | +253,647 | 264.64% | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 338,063 | 2,322 | 0.0% | — | 49 | +338,063 | New | Q1 2026 | May 08, 2026 |
| Walleye Capital LLC | History | Reduced | 335,363 | 2,303 | 0.01% | 0.01% | 50 | -137,965 | -29.15% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 329,895 | 2,259 | 0.01% | 0.02% | 51 | -17,392 | -5.01% | Q1 2026 | Apr 24, 2026 |
| Legal & General Group Plc | History | Reduced | 296,182 | 2,034 | 0.0% | 0.0% | 52 | -56,638 | -16.05% | Q1 2026 | May 08, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 287,219 | 1,973 | 0.01% | 0.01% | 53 | +100,154 | 53.54% | Q1 2026 | May 05, 2026 |
| Walleye Trading LLC | History | Reduced | 283,100 | 1,944 | 0.0% | 0.01% | 54 | -360,644 | -56.02% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 280,246 | 1,925 | 0.0% | 0.0% | 55 | -5,960 | -2.08% | Q1 2026 | May 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 270,552 | 1,858 | 0.0% | 0.0% | 56 | +3,976 | 1.49% | Q1 2026 | May 12, 2026 |
| KIECKHEFER GROUP LLC | History | No change | 254,000 | 1,744 | 0.82% | 1.2% | 57 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 287,844 | 1,698 | 0.0% | 0.0% | 58 | +26,054 | 9.95% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 243,027 | 1,669 | 0.0% | 0.0% | 59 | -1,725 | -0.7% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 240,482 | 1,652 | 0.0% | 0.0% | 60 | -9,170 | -3.67% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | New | 233,769 | 1,606 | 0.0% | — | 61 | +233,769 | New | Q1 2026 | Apr 16, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 229,443 | 1,576 | 0.0% | 0.01% | 62 | -23,683 | -9.36% | Q1 2026 | May 04, 2026 |
| Headlands Technologies LLC | History | New | 224,126 | 1,539 | 0.18% | — | 63 | +224,126 | New | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 220,611 | 1,515 | 0.0% | 0.0% | 64 | -8,190 | -3.58% | Q1 2026 | May 11, 2026 |
| PEAK6 LLC | History | Added to | 215,900 | 1,483 | 0.0% | 0.0% | 65 | +100,900 | 87.74% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 212,962 | 1,463 | 0.0% | 0.0% | 66 | -737,164 | -77.59% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 205,618 | 1,412 | 0.01% | 0.01% | 67 | -3,285 | -1.57% | Q1 2026 | May 14, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 199,614 | 1,371 | 0.0% | 0.0% | 68 | -162,588 | -44.89% | Q1 2026 | May 15, 2026 |
| Themes Management Co LLC | History | Added to | 191,444 | 1,315 | 0.81% | 0.76% | 69 | +88,820 | 86.55% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 189,171 | 1,299 | 0.0% | 0.01% | 70 | -254,148 | -57.33% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 180,375 | 1,239 | 0.0% | 0.0% | 71 | -13,654 | -7.04% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 177,591 | 1,220 | 0.0% | 0.0% | 72 | +16,054 | 9.94% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Added to | 176,491 | 1,212 | 0.02% | 0.02% | 73 | +109,764 | 164.5% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 160,815 | 1,105 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Vanguard Global Advisers, LLC | History | New | 159,106 | 1,093 | 0.0% | — | 75 | +159,106 | New | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | Reduced | 152,500 | 1,047 | 0.0% | 0.01% | 76 | -323,000 | -67.93% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 150,029 | 1,030 | 0.0% | 0.0% | 77 | -411,877 | -73.3% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Reduced | 146,477 | 1,006 | 0.0% | 0.0% | 78 | -26,544 | -15.34% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 141,665 | 973 | 0.0% | 0.0% | 79 | +49,155 | 53.13% | Q1 2026 | May 14, 2026 |
| Warm Springs Advisors Inc. | History | No change | 136,100 | 935 | 0.79% | 1.05% | 80 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 133,013 | 913 | 0.0% | 0.01% | 81 | -221,014 | -62.43% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 126,199 | 866 | 0.0% | 0.0% | 82 | -6,224 | -4.7% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Reduced | 105,075 | 846 | 0.02% | 0.05% | 83 | -8,721 | -7.66% | Q1 2026 | May 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 121,359 | 833 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 115,962 | 796 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 115,231 | 792 | 0.0% | 0.0% | 86 | -30,648 | -21.01% | Q1 2026 | Apr 30, 2026 |
| Crawford Fund Management, LLC | History | Reduced | 112,000 | 769 | 0.15% | 0.22% | 87 | -55,500 | -33.13% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 109,965 | 755 | 0.0% | 0.0% | 88 | -18,906 | -14.67% | Q1 2026 | May 15, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 110,039 | 755 | 0.44% | 0.54% | 89 | +14,459 | 15.13% | Q1 2026 | Apr 16, 2026 |
| Arizona State Retirement System | History | Added to | 106,454 | 731 | 0.0% | 0.01% | 90 | +2,373 | 2.28% | Q1 2026 | May 01, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 106,099 | 728 | 0.02% | 0.03% | 92 | +4,331 | 4.26% | Q1 2026 | Apr 27, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 106,070 | 728 | 0.04% | 0.06% | 91 | -50 | -0.05% | Q1 2026 | May 12, 2026 |
| Handelsbanken Fonder AB | History | No change | 105,600 | 725 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 104,934 | 720 | 0.01% | 0.01% | 94 | +4,914 | 4.91% | Q1 2026 | Apr 29, 2026 |
| Sigma Planning Corp | History | Added to | 103,328 | 709 | 0.02% | 0.03% | 95 | +5,213 | 5.31% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 102,872 | 706 | 0.01% | 0.01% | 96 | +31,746 | 44.63% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 102,748 | 705 | 0.0% | — | 97 | +102,748 | New | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 101,672 | 698 | 0.0% | 0.0% | 98 | -73,727 | -42.03% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 100,655 | 691 | 0.01% | 0.01% | 99 | +27,036 | 36.72% | Q1 2026 | Apr 20, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 99,529 | 683 | 0.02% | 0.02% | 100 | +42,020 | 73.07% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 97,151 | 667 | 0.0% | 0.0% | 101 | -659 | -0.67% | Q1 2026 | May 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 96,768 | 664 | 0.01% | 0.01% | 102 | -44,654 | -31.58% | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 96,595 | 663 | 0.0% | 0.0% | 103 | +21,570 | 28.75% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Added to | 94,247 | 647 | 0.0% | 0.0% | 104 | +23,723 | 33.64% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 93,437 | 641 | 0.0% | 0.0% | 105 | -107,867 | -53.58% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 92,114 | 632 | 0.0% | 0.0% | 106 | +36,238 | 64.85% | Q1 2026 | May 04, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 91,983 | 631 | 0.01% | 0.01% | 107 | -24,385 | -20.96% | Q1 2026 | May 15, 2026 |
| BURR FINANCIAL SERVICES, LLC | History | Added to | 90,179 | 619 | 0.49% | 0.52% | 108 | +20,630 | 29.66% | Q1 2026 | Apr 10, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 89,500 | 614 | 0.0% | 0.0% | 109 | +28,300 | 46.24% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 87,675 | 602 | 0.02% | 0.03% | 110 | -1,875 | -2.09% | Q1 2026 | Apr 21, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 85,300 | 586 | 0.0% | 0.0% | 111 | +5,800 | 7.3% | Q1 2026 | Apr 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 84,594 | 581 | 0.0% | 0.0% | 112 | +39,028 | 85.65% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 83,599 | 574 | 0.01% | — | 113 | +83,599 | New | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 80,178 | 550 | 0.0% | 0.0% | 114 | -99,149 | -55.29% | Q1 2026 | May 14, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 80,000 | 549 | 0.01% | 0.02% | 115 | -90 | -0.11% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 79,425 | 545 | 0.0% | 0.0% | 116 | -69,242 | -46.58% | Q1 2026 | Apr 27, 2026 |
| BARCLAYS PLC | History | Reduced | 75,344 | 517 | 0.0% | 0.0% | 117 | -729,981 | -90.64% | Q1 2026 | May 14, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 75,000 | 515 | 0.51% | 0.62% | 118 | +12,500 | 20.0% | Q1 2026 | May 07, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 50,742 | 505 | 0.12% | 0.12% | 119 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Scientech Research LLC | History | New | 72,826 | 500 | 0.42% | — | 120 | +72,826 | New | Q1 2026 | May 15, 2026 |
| Concorde Asset Management, LLC | History | No change | 49,720 | 495 | 0.2% | 0.2% | 121 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 70,445 | 483 | 0.17% | 0.37% | 122 | -37,000 | -34.44% | Q1 2026 | May 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 71,493 | 479 | 0.05% | 0.11% | 123 | +150 | 0.21% | Q1 2026 | Apr 10, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 68,980 | 473 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fieldview Capital Management, LLC | History | New | 67,861 | 466 | 0.14% | — | 125 | +67,861 | New | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 66,903 | 459 | 0.0% | 0.0% | 126 | +20,804 | 45.13% | Q1 2026 | Apr 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 64,700 | 444 | 0.0% | 0.0% | 127 | -1,646 | -2.48% | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 63,388 | 435 | 0.0% | 0.0% | 129 | -29,208 | -31.54% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 63,416 | 435 | 0.0% | 0.01% | 128 | +5,159 | 8.86% | Q1 2026 | Apr 28, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 62,013 | 426 | 0.0% | 0.0% | 130 | +4,717 | 8.23% | Q1 2026 | Apr 22, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 61,300 | 421 | 0.0% | 0.0% | 131 | +20,300 | 49.51% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 60,885 | 418 | 0.0% | 0.0% | 132 | -11,090 | -15.41% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 60,622 | 416 | 0.03% | 0.05% | 133 | +2,531 | 4.36% | Q1 2026 | Apr 22, 2026 |
| Waverly Advisors, LLC | History | Added to | 59,994 | 412 | 0.0% | 0.0% | 134 | +4,472 | 8.05% | Q1 2026 | May 15, 2026 |
| Torrey Growth & Income Advisors | History | Reduced | 64,050 | 408 | 0.17% | 0.22% | 135 | -87 | -0.14% | Q1 2026 | Apr 21, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 58,918 | 404 | 0.0% | 0.0% | 136 | +27,560 | 87.89% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 59,995 | 401 | 0.02% | 0.01% | 137 | +33,351 | 125.17% | Q1 2026 | May 12, 2026 |
| Virtu Financial LLC | History | Reduced | 57,426 | 395 | 0.02% | 0.08% | 138 | -162,347 | -73.87% | Q1 2026 | May 14, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 57,400 | 394 | 0.07% | — | 140 | +57,400 | New | Q1 2026 | May 11, 2026 |
| ProShare Advisors LLC | History | Reduced | 57,414 | 394 | 0.0% | 0.0% | 139 | -12,336 | -17.69% | Q1 2026 | Apr 24, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 57,276 | 393 | 0.01% | 0.02% | 141 | +2,078 | 3.76% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 38,161 | 380 | 0.0% | 0.0% | 142 | -2,194 | -5.44% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 54,865 | 371 | 0.0% | 0.0% | 143 | +2,555 | 4.88% | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 36,905 | 367 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 51,610 | 354 | 0.0% | 0.01% | 145 | -1,035,160 | -95.25% | Q1 2026 | May 14, 2026 |
| AXQ CAPITAL, LP | History | New | 51,399 | 353 | 0.05% | — | 146 | +51,399 | New | Q1 2026 | May 13, 2026 |
| Hilltop Holdings Inc. | History | Added to | 51,358 | 352 | 0.03% | 0.03% | 147 | +1,753 | 3.53% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 51,081 | 350 | 0.01% | 0.02% | 148 | -5,030 | -8.96% | Q1 2026 | May 06, 2026 |
| Jump Financial, LLC | History | Reduced | 50,898 | 349 | 0.0% | 0.15% | 149 | -1,175,996 | -95.85% | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | No change | 33,937 | 338 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 48,542 | 333 | 0.0% | 0.0% | 151 | -1,014 | -2.05% | Q1 2026 | May 08, 2026 |
| Cane Capital Partners, LLC | History | Added to | 87,583 | 331 | 0.14% | 0.06% | 152 | +71,407 | 441.44% | Q1 2026 | Apr 24, 2026 |
| HighTower Advisors, LLC | History | Added to | 45,557 | 312 | 0.0% | 0.0% | 154 | +3,890 | 9.34% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Added to | 45,442 | 312 | 0.0% | 0.0% | 153 | +15 | 0.03% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 45,409 | 311 | 0.0% | 0.0% | 155 | +19,814 | 77.41% | Q1 2026 | Apr 23, 2026 |
| JB Capital LLC | History | Added to | 45,309 | 311 | 0.01% | 0.01% | 156 | +19,405 | 74.91% | Q1 2026 | Apr 27, 2026 |
| Accel Wealth Management | History | Added to | 45,248 | 310 | 0.08% | 0.11% | 157 | +6,431 | 16.57% | Q1 2026 | Apr 08, 2026 |
| CSS LLC/IL | History | Reduced | 45,000 | 309 | 0.01% | 0.05% | 158 | -65,000 | -59.09% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 43,631 | 299 | 0.0% | 0.0% | 159 | +26 | 0.06% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 43,267 | 297 | 0.01% | 0.0% | 160 | +32,657 | 307.79% | Q1 2026 | May 15, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 43,101 | 296 | 0.06% | 0.05% | 161 | +20,029 | 86.81% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 42,050 | 288 | 0.0% | 0.0% | 162 | -562 | -1.32% | Q1 2026 | May 14, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 41,200 | 283 | 0.11% | 0.06% | 163 | +26,200 | 174.67% | Q1 2026 | Apr 21, 2026 |
| Focus Financial Network, Inc. | History | Added to | 39,713 | 272 | 0.01% | 0.01% | 164 | +13,788 | 53.18% | Q1 2026 | Apr 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 26,750 | 266 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 38,546 | 264 | 0.11% | 1.08% | 166 | -295,059 | -88.45% | Q1 2026 | May 01, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 38,058 | 261 | 0.0% | 0.0% | 167 | -162 | -0.42% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 37,829 | 259 | 0.0% | 0.0% | 168 | -53,002 | -58.35% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 37,754 | 259 | 0.0% | 0.0% | 169 | -1,334 | -3.41% | Q1 2026 | May 05, 2026 |
| McGowan Group Asset Management, Inc. | History | No change | 37,597 | 258 | 0.03% | 0.05% | 170 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Added to | 37,321 | 256 | 0.14% | 0.19% | 171 | +2,405 | 6.89% | Q1 2026 | May 13, 2026 |
| SEB Asset Management AB | History | New | 36,297 | 249 | 0.0% | — | 172 | +36,297 | New | Q1 2026 | May 07, 2026 |
| XPONANCE LLC | History | Added to | 36,126 | 248 | 0.0% | 0.0% | 173 | +6,484 | 21.87% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 24,818 | 247 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 35,828 | 246 | 0.26% | 0.28% | 176 | +7,178 | 25.05% | Q1 2026 | Apr 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 35,839 | 246 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 35,627 | 244 | 0.0% | 0.0% | 177 | +2,661 | 8.07% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 35,365 | 242 | 0.0% | 0.01% | 178 | +4,675 | 15.23% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 34,782 | 238 | 0.0% | 0.0% | 179 | -52,129 | -59.98% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 34,563 | 237 | 0.0% | 0.0% | 180 | +20,511 | 145.96% | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | New | 34,306 | 235 | 0.05% | — | 181 | +34,306 | New | Q1 2026 | Apr 28, 2026 |
| Centiva Capital, LP | History | Added to | 33,258 | 228 | 0.0% | 0.0% | 182 | +14,396 | 76.32% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 33,308 | 228 | 0.0% | 0.0% | 183 | +8,145 | 32.37% | Q1 2026 | Apr 20, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 32,924 | 226 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 32,826 | 225 | 0.0% | 0.0% | 185 | -10,296 | -23.88% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 32,557 | 223 | 0.0% | 0.0% | 186 | +8,534 | 35.52% | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 32,218 | 221 | 0.0% | 0.0% | 187 | +17,422 | 117.75% | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | New | 31,315 | 215 | 0.01% | — | 188 | +31,315 | New | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 30,090 | 213 | 0.0% | 0.0% | 189 | +10,024 | 49.96% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 30,613 | 210 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 30,039 | 206 | 0.0% | 0.02% | 193 | -87,249 | -74.39% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 29,945 | 206 | 0.0% | 0.0% | 191 | +6,125 | 25.71% | Q1 2026 | Apr 22, 2026 |
| Mutual Advisors, LLC | History | Added to | 30,111 | 206 | 0.0% | 0.01% | 192 | +696 | 2.37% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Reduced | 29,585 | 203 | 0.0% | 0.01% | 194 | -1,806 | -5.75% | Q1 2026 | Apr 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 29,951 | 200 | 0.01% | 0.02% | 196 | +4,659 | 18.42% | Q1 2026 | May 01, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 29,208 | 200 | 0.0% | 0.0% | 195 | +840 | 2.96% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 28,542 | 196 | 0.0% | 0.0% | 197 | -1,396 | -4.66% | Q1 2026 | May 04, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 28,049 | 192 | 0.0% | 0.0% | 198 | +5,855 | 26.38% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 27,917 | 191 | 0.0% | 0.0% | 199 | +369 | 1.34% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 27,496 | 188 | 0.0% | 0.0% | 200 | +12,000 | 77.44% | Q1 2026 | May 08, 2026 |
| TICINO WEALTH | History | Reduced | 26,199 | 180 | 0.06% | 0.13% | 201 | -8,991 | -25.55% | Q1 2026 | Apr 22, 2026 |
| Independent Advisor Alliance | History | Reduced | 25,948 | 178 | 0.0% | 0.01% | 202 | -4,458 | -14.66% | Q1 2026 | May 12, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 25,253 | 173 | 0.0% | 0.0% | 203 | +8,252 | 48.54% | Q1 2026 | May 14, 2026 |
| COMMONS CAPITAL, LLC | History | Reduced | 25,073 | 172 | 0.14% | 0.18% | 204 | -1,487 | -5.6% | Q1 2026 | Apr 30, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 24,641 | 169 | 0.07% | 0.1% | 205 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NFSG Corp | History | Reduced | 24,550 | 168 | 0.03% | 0.04% | 207 | -3,894 | -13.69% | Q1 2026 | May 05, 2026 |
| Nokomis Capital, L.L.C. | History | No change | 24,500 | 168 | 0.05% | 0.06% | 206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 24,046 | 165 | 0.0% | 0.0% | 208 | +12,725 | 112.4% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 23,293 | 160 | 0.0% | 0.0% | 209 | +5,680 | 32.25% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 23,379 | 160 | 0.0% | 0.0% | 210 | +3,070 | 15.12% | Q1 2026 | May 15, 2026 |
| Bayesian Capital Management, LP | History | New | 23,100 | 158 | 0.19% | — | 212 | +23,100 | New | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 23,050 | 158 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 22,787 | 156 | 0.04% | 0.06% | 213 | +2,173 | 10.54% | Q1 2026 | Apr 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 22,585 | 155 | 0.0% | 0.0% | 214 | +11,871 | 110.8% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 22,553 | 154 | 0.0% | — | 216 | +22,553 | New | Q1 2026 | May 12, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 25,687 | 154 | 0.01% | 0.01% | 215 | +395 | 1.56% | Q1 2026 | May 14, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 19,000 | 153 | 0.19% | 0.21% | 217 | -2,000 | -9.52% | Q1 2026 | Apr 29, 2026 |
| Authentikos Wealth Advisory, LLC | History | New | 22,262 | 152 | 0.1% | — | 218 | +22,262 | New | Q1 2026 | May 07, 2026 |
| Clearstead Advisors, LLC | History | Added to | 22,122 | 151 | 0.0% | 0.0% | 219 | +4,517 | 25.66% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 15,205 | 151 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 21,550 | 148 | 0.01% | 0.01% | 221 | +5,000 | 30.21% | Q1 2026 | Apr 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 22,147 | 147 | 0.0% | 0.0% | 222 | +3,557 | 19.13% | Q1 2026 | May 05, 2026 |
| Strategic Financial Concepts, LLC | History | New | 13,720 | 145 | 0.04% | — | 223 | +13,720 | New | Q1 2026 | May 12, 2026 |
| DnB Asset Management AS | History | New | 20,930 | 143 | 0.0% | — | 225 | +20,930 | New | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | Added to | 20,869 | 143 | 0.01% | 0.0% | 224 | +9,880 | 89.91% | Q1 2026 | Apr 28, 2026 |
| Suncoast Equity Management | History | No change | 20,800 | 142 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | No change | 20,475 | 140 | 0.07% | 0.1% | 227 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| STRS OHIO | History | Reduced | 20,300 | 139 | 0.0% | 0.0% | 228 | -22,000 | -52.01% | Q1 2026 | Apr 24, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 20,906 | 138 | 0.0% | 0.0% | 229 | +9,907 | 90.07% | Q1 2026 | Apr 30, 2026 |
| Tidal Investments LLC | History | Reduced | 20,211 | 138 | 0.0% | 0.0% | 230 | -3,079 | -13.22% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 20,002 | 137 | 0.0% | 0.0% | 231 | -6,503 | -24.53% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 19,660 | 135 | 0.0% | 0.0% | 232 | -4,498 | -18.62% | Q1 2026 | May 15, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 19,000 | 130 | 0.05% | 0.07% | 233 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| R Squared Ltd | History | Reduced | 18,860 | 129 | 0.07% | 0.19% | 235 | -22,456 | -54.35% | Q1 2026 | Apr 29, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 18,900 | 129 | 0.09% | 0.13% | 234 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 18,715 | 128 | 0.0% | 0.0% | 236 | +3,541 | 23.34% | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | New | 18,626 | 127 | 0.0% | — | 241 | +18,626 | New | Q1 2026 | Apr 21, 2026 |
| Bridgefront Capital, LLC | History | New | 18,492 | 127 | 0.03% | — | 240 | +18,492 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 20,152 | 127 | 0.0% | 0.0% | 239 | +8,307 | 70.13% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 18,563 | 127 | 0.0% | 0.0% | 237 | -5,993 | -24.41% | Q1 2026 | Apr 14, 2026 |
| Essex LLC | History | Added to | 18,565 | 127 | 0.02% | 0.03% | 238 | +3,100 | 20.05% | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Added to | 18,342 | 126 | 0.0% | 0.0% | 242 | +826 | 4.72% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 18,119 | 124 | 0.01% | — | 243 | +18,119 | New | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | New | 18,020 | 123 | 0.04% | — | 245 | +18,020 | New | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 12,348 | 123 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 12,314 | 122 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 17,368 | 119 | 0.0% | 0.0% | 247 | -4,463 | -20.44% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 17,220 | 118 | 0.0% | 0.0% | 249 | -28,034 | -61.95% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 17,193 | 118 | 0.0% | 0.0% | 248 | +8,610 | 100.31% | Q1 2026 | May 08, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 16,900 | 116 | 0.0% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 16,193 | 111 | 0.0% | 0.0% | 251 | -1,612 | -9.05% | Q1 2026 | May 11, 2026 |
| Avestar Capital, LLC | History | No change | 16,100 | 110 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 10,873 | 108 | 0.12% | 0.12% | 253 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kessler Investment Group, LLC | History | Reduced | 15,286 | 105 | 0.05% | 0.07% | 254 | -935 | -5.76% | Q1 2026 | Apr 10, 2026 |
| Summit Trail Advisors, LLC | History | New | 15,218 | 104 | 0.0% | — | 255 | +15,218 | New | Q1 2026 | May 12, 2026 |
| Jefferies Financial Group Inc. | History | No change | 15,000 | 103 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 14,951 | 102 | 0.0% | — | 257 | +14,951 | New | Q1 2026 | Apr 30, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 14,217 | 97 | 0.0% | 0.01% | 258 | +865 | 6.48% | Q1 2026 | Apr 09, 2026 |
| CIBC Asset Management Inc | History | No change | 14,038 | 96 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 13,863 | 95 | 0.0% | 0.0% | 260 | -21,066 | -60.31% | Q1 2026 | May 08, 2026 |
| Empowered Funds, LLC | History | New | 13,896 | 95 | 0.0% | — | 261 | +13,896 | New | Q1 2026 | May 14, 2026 |
| Intrua Financial, LLC | History | New | 13,680 | 93 | 0.01% | — | 262 | +13,680 | New | Q1 2026 | Apr 23, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 13,360 | 91 | 0.08% | — | 263 | +13,360 | New | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 13,206 | 90 | 0.0% | 0.0% | 265 | -498 | -3.63% | Q1 2026 | May 15, 2026 |
| Evercore Wealth Management, LLC | History | No change | 13,200 | 90 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | New | 13,067 | 89 | 0.0% | — | 267 | +13,067 | New | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 13,007 | 89 | 0.0% | 0.0% | 266 | -12,514 | -49.03% | Q1 2026 | May 13, 2026 |
| AlphaQuest LLC | History | No change | 8,834 | 88 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 12,758 | 87 | 0.04% | 0.06% | 269 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 12,582 | 86 | 0.0% | 0.0% | 270 | -2,044 | -13.98% | Q1 2026 | May 14, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 12,500 | 85 | 0.01% | — | 271 | +12,500 | New | Q1 2026 | Apr 09, 2026 |
| CONNABLE OFFICE INC | History | No change | 11,957 | 82 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 11,830 | 81 | 0.0% | 0.02% | 274 | -56,790 | -82.76% | Q1 2026 | May 06, 2026 |
| Csenge Advisory Group | History | New | 11,911 | 81 | 0.0% | — | 276 | +11,911 | New | Q1 2026 | Apr 30, 2026 |
| Aptus Capital Advisors, LLC | History | New | 11,809 | 81 | 0.0% | — | 275 | +11,809 | New | Q1 2026 | May 11, 2026 |
| AMALGAMATED BANK | History | No change | 11,786 | 81 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MRP Capital Investments, LLC | History | Reduced | 11,700 | 80 | 0.07% | 0.31% | 277 | -26,000 | -68.97% | Q1 2026 | May 14, 2026 |
| RMR Wealth Builders | History | New | 11,680 | 80 | 0.01% | — | 278 | +11,680 | New | Q1 2026 | Apr 22, 2026 |
| USAdvisors Wealth Management, LLC | History | New | 13,250 | 79 | 0.03% | — | 279 | +13,250 | New | Q1 2026 | Apr 27, 2026 |
| VIAWEALTH, LLC | History | New | 11,500 | 79 | 0.04% | — | 280 | +11,500 | New | Q1 2026 | May 11, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 11,340 | 78 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 12,852 | 77 | 0.0% | 0.01% | 282 | -5,686 | -30.67% | Q1 2026 | Apr 24, 2026 |
| Summit Financial, LLC | History | Reduced | 11,060 | 75 | 0.0% | 0.01% | 283 | -26,628 | -70.65% | Q1 2026 | May 15, 2026 |
| Forum Finance Group S.A. | History | New | 14,000 | 75 | 0.04% | — | 286 | +14,000 | New | Q1 2026 | May 07, 2026 |
| Twelve Points Wealth Management LLC | History | New | 11,037 | 75 | 0.02% | — | 285 | +11,037 | New | Q1 2026 | Apr 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 11,014 | 75 | 0.01% | — | 284 | +11,014 | New | Q1 2026 | Apr 20, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 10,814 | 74 | 0.0% | 0.0% | 287 | +343 | 3.28% | Q1 2026 | May 05, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 10,700 | 73 | 0.01% | — | 288 | +10,700 | New | Q1 2026 | May 06, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 10,938 | 72 | 0.0% | 0.0% | 291 | +1,100 | 11.18% | Q1 2026 | May 12, 2026 |
| Moors & Cabot, Inc. | History | Added to | 10,545 | 72 | 0.0% | 0.0% | 290 | +100 | 0.96% | Q1 2026 | May 08, 2026 |
| KBC Group NV | History | No change | 10,544 | 72 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 10,432 | 71 | 0.0% | 0.0% | 292 | -19,018 | -64.58% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 10,472 | 71 | 0.0% | 0.01% | 293 | -17,198 | -62.15% | Q1 2026 | May 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 10,338 | 71 | 0.0% | — | 294 | +10,338 | New | Q1 2026 | May 21, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 10,251 | 70 | 0.0% | 0.0% | 295 | -4,848 | -32.11% | Q1 2026 | May 14, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 10,235 | 70 | 0.04% | 0.06% | 296 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Savvy Advisors, Inc. | History | New | 10,185 | 69 | 0.0% | — | 300 | +10,185 | New | Q1 2026 | May 11, 2026 |
| 180 WEALTH ADVISORS, LLC | History | New | 10,046 | 69 | 0.01% | — | 299 | +10,046 | New | Q1 2026 | May 01, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 10,100 | 69 | 0.01% | 0.01% | 298 | -2,100 | -17.21% | Q1 2026 | Apr 14, 2026 |
| SFMG, LLC | History | No change | 10,185 | 69 | 0.0% | 0.01% | 297 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Archford Capital Strategies, LLC | History | New | 10,004 | 68 | 0.01% | — | 302 | +10,004 | New | Q1 2026 | Apr 15, 2026 |
| Opal Wealth Advisors, LLC | History | New | 10,000 | 68 | 0.02% | — | 303 | +10,000 | New | Q1 2026 | Apr 14, 2026 |
| Clarus Group, Inc. | History | New | 10,000 | 68 | 0.02% | — | 304 | +10,000 | New | Q1 2026 | Apr 21, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 10,000 | 68 | 0.0% | 0.01% | 301 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 9,810 | 67 | 0.0% | — | 305 | +9,810 | New | Q1 2026 | May 04, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 9,200 | 63 | 0.02% | 0.02% | 306 | +4,409 | 92.03% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 9,140 | 61 | 0.0% | 0.0% | 307 | -188 | -2.02% | Q1 2026 | Apr 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 8,602 | 59 | 0.01% | 0.0% | 308 | +7,172 | 501.54% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 8,494 | 58 | 0.0% | 0.0% | 309 | +17 | 0.2% | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | No change | 8,193 | 56 | 0.0% | 0.01% | 310 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MATHER GROUP, LLC. | History | New | 8,021 | 55 | 0.0% | — | 311 | +8,021 | New | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 7,375 | 50 | 0.0% | 0.0% | 312 | +400 | 5.73% | Q1 2026 | Apr 07, 2026 |
| Larson Financial Group LLC | History | Added to | 7,253 | 49 | 0.0% | 0.0% | 313 | +112 | 1.57% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 7,000 | 48 | 0.0% | 0.0% | 314 | -119 | -1.67% | Q1 2026 | Apr 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 6,977 | 47 | 0.0% | 0.0% | 315 | -35 | -0.5% | Q1 2026 | May 15, 2026 |
| DecisionPoint Financial, LLC | History | No change | 6,781 | 46 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 6,623 | 45 | 0.0% | 0.0% | 317 | +1,502 | 29.33% | Q1 2026 | May 14, 2026 |
| Daiwa Securities Group Inc. | History | New | 8,400 | 43 | 0.0% | — | 318 | +8,400 | New | Q1 2026 | May 13, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 6,000 | 41 | 0.04% | 0.06% | 319 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 5,766 | 38 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 5,659 | 38 | 0.01% | 0.02% | 321 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,449 | 37 | 0.0% | 0.0% | 322 | +1,998 | 57.9% | Q1 2026 | May 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 5,130 | 35 | 0.0% | 0.0% | 323 | -32 | -0.62% | Q1 2026 | May 12, 2026 |
| Financial Management Professionals, Inc. | History | No change | 5,050 | 34 | 0.0% | 0.01% | 324 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 4,327 | 29 | 0.03% | — | 326 | +4,327 | New | Q1 2026 | May 05, 2026 |
| GAMMA Investing LLC | History | Added to | 4,245 | 29 | 0.0% | 0.0% | 325 | +2,034 | 91.99% | Q1 2026 | Apr 06, 2026 |
| Pioneer Family Office, LLC | History | Added to | 4,000 | 27 | 0.02% | 0.02% | 327 | +1,500 | 60.0% | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 3,615 | 24 | 0.0% | 0.0% | 328 | +2,400 | 197.53% | Q1 2026 | May 07, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 3,417 | 23 | 0.01% | 0.01% | 329 | -163 | -4.55% | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 3,308 | 22 | 0.0% | 0.0% | 331 | +2,517 | 318.2% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 2,300 | 22 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kozak & Associates, Inc. | History | No change | 3,237 | 22 | 0.0% | 0.01% | 332 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,060 | 21 | 0.0% | 0.0% | 333 | +944 | 44.61% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | Added to | 2,935 | 20 | 0.0% | 0.0% | 337 | +250 | 9.31% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,050 | 20 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ST GERMAIN D J CO INC | History | No change | 3,008 | 20 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,990 | 20 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 3,000 | 20 | 0.0% | 0.01% | 338 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 2,831 | 19 | 0.0% | 0.0% | 339 | +1,549 | 120.83% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,815 | 19 | 0.0% | 0.0% | 340 | -217 | -7.16% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Reduced | 2,684 | 18 | 0.0% | 0.0% | 341 | -11,170 | -80.63% | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 2,684 | 18 | 0.01% | 0.0% | 342 | +2,404 | 858.57% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,516 | 17 | 0.0% | 0.0% | 343 | +55 | 2.23% | Q1 2026 | Apr 22, 2026 |
| Western Wealth Management, LLC | History | Reduced | 2,450 | 16 | 0.0% | 0.01% | 344 | -13,913 | -85.03% | Q1 2026 | May 19, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,300 | 15 | 0.0% | 0.0% | 345 | -8,825 | -79.33% | Q1 2026 | May 01, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 2,100 | 14 | 0.01% | — | 347 | +2,100 | New | Q1 2026 | May 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 2,100 | 14 | 0.0% | 0.0% | 346 | +910 | 76.47% | Q1 2026 | Apr 15, 2026 |
| Capital Analysts, LLC | History | New | 1,920 | 13 | 0.0% | — | 351 | +1,920 | New | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,988 | 13 | 0.0% | 0.0% | 350 | +1,566 | 371.09% | Q1 2026 | Apr 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,000 | 13 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 2,000 | 13 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Investors Research Corp | History | No change | 1,822 | 12 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 1,654 | 11 | 0.0% | — | 355 | +1,654 | New | Q1 2026 | Apr 13, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 1,683 | 11 | 0.01% | 0.01% | 354 | +933 | 124.4% | Q1 2026 | Apr 02, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,562 | 11 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 1,535 | 10 | 0.0% | 0.0% | 356 | -73,407 | -97.95% | Q1 2026 | May 08, 2026 |
| Orion Capital Management LLC | History | No change | 1,500 | 10 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 1,340 | 9 | 0.0% | 0.0% | 359 | +1,158 | 636.26% | Q1 2026 | May 12, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,000 | 9 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,200 | 8 | 0.0% | 0.0% | 361 | -1,515 | -55.8% | Q1 2026 | Apr 28, 2026 |
| LRI Investments, LLC | History | Reduced | 1,225 | 8 | 0.0% | 0.0% | 363 | -45 | -3.54% | Q1 2026 | Apr 30, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,260 | 8 | 0.0% | 0.0% | 360 | -27 | -2.1% | Q1 2026 | May 13, 2026 |
| City State Bank | History | No change | 1,300 | 8 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 1,020 | 7 | 0.0% | 0.0% | 364 | -28 | -2.67% | Q1 2026 | May 04, 2026 |
| BESSEMER GROUP INC | History | Reduced | 880 | 6 | 0.0% | 0.0% | 366 | -2,033 | -69.79% | Q1 2026 | May 06, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 1,015 | 6 | 0.0% | 0.01% | 373 | -1,544 | -60.34% | Q1 2026 | May 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 889 | 6 | 0.0% | — | 374 | +889 | New | Q1 2026 | May 07, 2026 |
| HM PAYSON & CO | History | Reduced | 1,000 | 6 | 0.0% | 0.0% | 365 | -200 | -16.67% | Q1 2026 | Apr 13, 2026 |
| Eukles Asset Management | History | No change | 1,000 | 6 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Morse Asset Management, Inc | History | No change | 1,000 | 6 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clearstead Trust, LLC | History | No change | 957 | 6 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,000 | 6 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,000 | 6 | 0.0% | 0.01% | 371 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | No change | 1,000 | 6 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 825 | 5 | 0.0% | — | 379 | +825 | New | Q1 2026 | May 15, 2026 |
| Hanson & Doremus Investment Management | History | New | 800 | 5 | 0.0% | — | 378 | +800 | New | Q1 2026 | Apr 17, 2026 |
| SFAM, LLC | History | No change | 862 | 5 | 0.0% | 0.01% | 375 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 850 | 5 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 800 | 5 | 0.0% | 0.01% | 377 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 626 | 4 | 0.0% | — | 386 | +626 | New | Q1 2026 | Apr 08, 2026 |
| Westfuller Advisors, LLC | History | New | 616 | 4 | 0.0% | — | 384 | +616 | New | Q1 2026 | Apr 28, 2026 |
| Hickory Point Bank & Trust | History | New | 600 | 4 | 0.0% | — | 385 | +600 | New | Q1 2026 | Apr 03, 2026 |
| Anfield Capital Management, LLC | History | Added to | 615 | 4 | 0.0% | 0.0% | 381 | +500 | 434.78% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 700 | 4 | 0.0% | 0.0% | 382 | -179 | -20.36% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 703 | 4 | 0.0% | 0.0% | 383 | -24 | -3.3% | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 655 | 4 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | Reduced | 472 | 3 | 0.0% | 0.0% | 392 | -5,000 | -91.37% | Q1 2026 | Apr 22, 2026 |
| Blue Trust, Inc. | History | Reduced | 440 | 3 | 0.0% | 0.0% | 391 | -585 | -57.07% | Q1 2026 | Apr 20, 2026 |
| Covestor Ltd | History | Reduced | 478 | 3 | 0.0% | 0.0% | 393 | -383 | -44.48% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Reduced | 578 | 3 | 0.0% | 0.0% | 394 | -124 | -17.66% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 450 | 3 | 0.0% | 0.0% | 387 | -85 | -15.89% | Q1 2026 | May 07, 2026 |
| EASTERN BANK | History | No change | 507 | 3 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Ancora Advisors LLC | History | No change | 500 | 3 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 350 | 3 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Delos Wealth Advisors, LLC | History | New | 400 | 2 | 0.0% | — | 410 | +400 | New | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 321 | 2 | 0.0% | — | 409 | +321 | New | Q1 2026 | Apr 29, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 350 | 2 | 0.0% | — | 396 | +250 | 250.0% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 470 | 2 | 0.0% | 0.0% | 405 | -99 | -17.4% | Q1 2026 | May 15, 2026 |
| Aspect Partners, LLC | History | Reduced | 359 | 2 | 0.0% | 0.0% | 404 | -81 | -18.41% | Q1 2026 | Apr 02, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 352 | 2 | 0.0% | 0.0% | 395 | +40 | 12.82% | Q1 2026 | Apr 16, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 235 | 2 | 0.0% | 0.0% | 399 | +15 | 6.82% | Q1 2026 | Apr 16, 2026 |
| Strive Financial Group ,LLC | History | Added to | 262 | 2 | 0.0% | 0.0% | 408 | +12 | 4.8% | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 300 | 2 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Colonial Trust Advisors | History | No change | 292 | 2 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quaker Wealth Management, LLC | History | No change | 353 | 2 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 400 | 2 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Truvestments Capital LLC | History | No change | 332 | 2 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stephens Consulting, LLC | History | No change | 277 | 2 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Gen-Wealth Partners Inc | History | No change | 341 | 2 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 336 | 2 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BFSG, LLC | History | Reduced | 270 | 1 | 0.0% | 0.0% | 416 | -3,000 | -91.74% | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 250 | 1 | 0.0% | 0.0% | 414 | -341 | -57.7% | Q1 2026 | Apr 17, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 200 | 1 | 0.0% | — | 427 | +200 | New | Q1 2026 | May 13, 2026 |
| BALLAST ADVISORS LLC | History | New | 200 | 1 | 0.0% | — | 428 | +200 | New | Q1 2026 | May 12, 2026 |
| TD Capital Management LLC | History | Reduced | 267 | 1 | 0.0% | 0.0% | 415 | -136 | -33.75% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 150 | 1 | 0.0% | — | 425 | +136 | 971.43% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 208 | 1 | 0.0% | — | 422 | +109 | 110.1% | Q1 2026 | May 14, 2026 |
| Marquette Asset Management, LLC | History | Added to | 148 | 1 | 0.0% | — | 413 | +95 | 179.25% | Q1 2026 | Apr 23, 2026 |
| Triumph Capital Management | History | Added to | 177 | 1 | 0.0% | 0.0% | 417 | +23 | 14.94% | Q1 2026 | May 13, 2026 |
| COUNTRY TRUST BANK | History | No change | 264 | 1 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 150 | 1 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 203 | 1 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 200 | 1 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Nemes Rush Group LLC | History | No change | 264 | 1 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PFS Partners, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 250 | 1 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 200 | 1 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Carnegie Investment Counsel | History | Closed out | 0 | 0 | — | 0.24% | — | -1,311,710 | -100.0% | Q1 2026 | May 01, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.37% | — | -1,126,464 | -100.0% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.07% | — | -559,540 | -100.0% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -427,370 | -100.0% | Q1 2026 | May 15, 2026 |
| Yarbrough Capital, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -288,136 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -264,920 | -100.0% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -226,120 | -100.0% | Q1 2026 | May 15, 2026 |
| No Street GP LP | History | Closed out | 0 | 0 | — | 0.13% | — | -200,000 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -182,196 | -100.0% | Q1 2026 | May 14, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.12% | — | -155,809 | -100.0% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -154,850 | -100.0% | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 73 | 0 | — | 0.0% | — | -139,201 | -99.95% | Q1 2026 | May 11, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -129,265 | -100.0% | Q1 2026 | May 14, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -125,766 | -100.0% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -120,810 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -114,638 | -100.0% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94,867 | -100.0% | Q1 2026 | May 13, 2026 |
| Main Management ETF Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -90,045 | -100.0% | Q1 2026 | May 14, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -87,912 | -100.0% | Q1 2026 | May 11, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -69,902 | -100.0% | Q1 2026 | May 14, 2026 |
| JT Stratford LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -61,703 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59,013 | -100.0% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -56,225 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -43,716 | -100.0% | Q1 2026 | May 15, 2026 |
| Harbour Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -33,000 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Rafferty Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,095 | -100.0% | Q1 2026 | May 15, 2026 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -29,018 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,840 | -100.0% | Q1 2026 | May 14, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.1% | — | -26,429 | -100.0% | Q1 2026 | May 15, 2026 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,014 | -100.0% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,500 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,550 | -100.0% | Q1 2026 | May 12, 2026 |
| Philip James Wealth Mangement, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -23,330 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Silverleafe Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -19,000 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.0% | — | -18,316 | -100.0% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,180 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Alessandra Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -17,179 | -100.0% | Q1 2026 | Apr 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,987 | -100.0% | Q1 2026 | Apr 23, 2026 |
| KG Capital Management | History | Closed out | 0 | 0 | — | 0.04% | — | -16,176 | -100.0% | Q1 2026 | Apr 22, 2026 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,600 | -100.0% | Q1 2026 | May 07, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,919 | -100.0% | Q1 2026 | May 15, 2026 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.03% | — | -13,899 | -100.0% | Q1 2026 | May 11, 2026 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,841 | -100.0% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -13,663 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,045 | -100.0% | Q1 2026 | May 11, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,480 | -100.0% | Q1 2026 | May 12, 2026 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,279 | -100.0% | Q1 2026 | May 14, 2026 |
| Polymer Capital Management (HK) LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -12,233 | -100.0% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,125 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -12,092 | -100.0% | Q1 2026 | Apr 30, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,847 | -100.0% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,412 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Closed out | 0 | 0 | — | 0.07% | — | -11,016 | -100.0% | Q1 2026 | Apr 21, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,680 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NATIXIS | History | Reduced | 52 | 0 | — | 0.0% | — | -3,530 | -98.55% | Q1 2026 | May 14, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -3,300 | -100.0% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,171 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Rosenberg Matthew Hamilton | History | Closed out | 0 | 0 | — | 0.0% | — | -2,044 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,959 | -100.0% | Q1 2026 | May 14, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 54 | 0 | — | 0.01% | — | -1,361 | -96.18% | Q1 2026 | May 13, 2026 |
| Financially Speaking Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q1 2026 | Apr 07, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -710 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Catherine Avery Investment Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -629 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q1 2026 | May 04, 2026 |
| Vision Retirement, LLC | History | Reduced | 100 | 0 | — | 0.0% | — | -400 | -80.0% | Q1 2026 | May 07, 2026 |
| Cranbrook Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q1 2026 | May 14, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | May 15, 2026 |
| GGM Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q1 2026 | May 14, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 04, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -163 | -100.0% | Q1 2026 | May 08, 2026 |
| Cornerstone Financial Management LLC | History | New | 121 | 0 | — | — | — | +121 | New | Q1 2026 | May 08, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 103 | 0 | — | — | — | +103 | New | Q1 2026 | Apr 13, 2026 |
| Security National Bank | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | Apr 16, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | Apr 13, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q1 2026 | May 01, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -86 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Ascentis Independent Advisors | History | New | 70 | 0 | — | — | — | +70 | New | Q1 2026 | Apr 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 68 | 0 | — | — | — | +68 | New | Q1 2026 | May 08, 2026 |
| Rialto Wealth Management, LLC | History | New | 67 | 0 | — | — | — | +67 | New | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | — | — | -62 | -100.0% | Q1 2026 | May 21, 2026 |
| CVA Family Office, LLC | History | New | 59 | 0 | — | — | — | +59 | New | Q1 2026 | Apr 29, 2026 |
| Investment Research & Advisory Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -56 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SouthState Bank Corp | History | New | 55 | 0 | — | — | — | +55 | New | Q1 2026 | May 05, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q1 2026 | May 15, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q1 2026 | May 05, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | — | — | -47 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q1 2026 | May 01, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 56 | 0 | — | — | — | -40 | -41.67% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -39 | -100.0% | Q1 2026 | May 06, 2026 |
| SWAN Capital LLC | History | Reduced | 40 | 0 | — | — | — | -20 | -33.33% | Q1 2026 | May 14, 2026 |
| Scarborough Advisors, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 07, 2026 |
| Wilkerson Advisory Group LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 08, 2026 |
| Quarry LP | History | Added to | 53 | 0 | — | — | — | +12 | 29.27% | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 15, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 53 | 0 | — | — | — | +9 | 20.45% | Q1 2026 | Apr 27, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Inspire Investing, LLC | History | No change | 98 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Princeton Global Asset Management LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Archer Investment Corp | History | No change | 102 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MTM Investment Management, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SITTNER & NELSON, LLC | History | No change | 117 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Coston, McIsaac & Partners | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Dunhill Financial, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Financial Perspectives, Inc | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Private Wealth Management Group, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| American Capital Advisory, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CURIO WEALTH, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |