TOYOTA MOTOR CORP/ - TM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 7,202,123 | 1,212,981 | 0.36% | 0.49% | 1 | +134,907 | 1.91% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | Added to | 2,456,736 | 413,764 | 0.02% | 0.03% | 2 | +21,592 | 0.89% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 1,382,580 | 232,854 | 0.01% | 0.01% | 3 | +349,421 | 33.82% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,123,348 | 189,194 | 0.02% | 0.03% | 4 | -103,542 | -8.44% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,021,164 | 171,984 | 0.02% | 0.03% | 5 | -54,415 | -5.06% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Reduced | 800,509 | 134,821 | 0.0% | 0.0% | 6 | -178,614 | -18.24% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 682,811 | 114,999 | 0.01% | 0.01% | 7 | -243,771 | -26.31% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 568,712 | 95,782 | 0.04% | 0.05% | 8 | +89,274 | 18.62% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 494,233 | 83,244 | 0.07% | 0.09% | 9 | +39,054 | 8.58% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 436,886 | 73,580 | 0.11% | 0.16% | 10 | +1,407 | 0.32% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 414,443 | 69,800 | 0.08% | 0.0% | 11 | +399,267 | 2630.91% | Q2 2026 | Aug 14, 2026 |
| Cullen Capital Management, LLC | History | Added to | 391,325 | 65,906 | 0.65% | 0.66% | 12 | +78,720 | 25.18% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 372,425 | 62,723 | 0.0% | 0.01% | 13 | +68,692 | 22.62% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 322,259 | 54,275 | 0.01% | 0.01% | 14 | +85,039 | 35.85% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 314,847 | 53,952 | 0.0% | 0.0% | 15 | +33,554 | 11.93% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 315,668 | 53,164 | 0.02% | 0.01% | 16 | +156,962 | 98.9% | Q2 2026 | Aug 14, 2026 |
| SRB CORP | History | Reduced | 291,689 | 49,126 | 2.64% | 3.69% | 17 | -126 | -0.04% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 286,244 | 48,209 | 0.05% | 0.13% | 18 | -168,425 | -37.04% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 281,420 | 47,396 | 0.01% | 0.01% | 19 | +100,114 | 55.22% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 255,400 | 43,014 | 0.01% | 0.01% | 20 | +17,093 | 7.17% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 239,884 | 40,399 | 0.01% | 0.01% | 21 | -14,212 | -5.59% | Q2 2026 | Sep 23, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 230,221 | 38,773 | 0.0% | 0.01% | 22 | +24,248 | 11.77% | Q2 2026 | Sep 02, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 219,611 | 36,986 | 0.01% | 0.01% | 23 | +28,746 | 15.06% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 206,398 | 34,523 | 0.01% | 0.01% | 24 | +9,366 | 4.75% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 196,276 | 33,656 | 0.01% | 0.03% | 25 | -148,749 | -43.11% | Q2 2026 | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 197,742 | 33,303 | 0.18% | 0.51% | 26 | -200,609 | -50.36% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 197,237 | 33,218 | 0.02% | 0.03% | 27 | +19,628 | 11.05% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 174,848 | 29,448 | 0.01% | 0.01% | 28 | +12,731 | 7.85% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 161,463 | 27,193 | 0.0% | 0.0% | 29 | +8,051 | 5.25% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 161,438 | 27,189 | 0.03% | 0.05% | 30 | +4,324 | 2.75% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 145,165 | 24,448 | 0.01% | 0.01% | 31 | +69,628 | 92.18% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 137,826 | 23,212 | 0.02% | 0.01% | 32 | +114,455 | 489.73% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 131,856 | 22,207 | 0.02% | 0.01% | 33 | +102,556 | 350.02% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 127,799 | 21,523 | 0.0% | 0.01% | 34 | +13,467 | 11.78% | Q2 2026 | Aug 07, 2026 |
| Twin Tree Management, LP | History | Added to | 125,379 | 21,116 | 0.4% | 0.29% | 35 | +57,940 | 85.91% | Q2 2026 | Aug 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 119,662 | 20,153 | 0.03% | 0.0% | 36 | +113,562 | 1861.67% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 118,683 | 19,988 | 0.01% | 0.01% | 37 | -25,043 | -17.42% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 113,469 | 19,110 | 0.01% | 0.02% | 38 | -14,409 | -11.27% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 113,000 | 19,031 | 0.0% | 0.0% | 39 | +25,097 | 28.55% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 107,841 | 18,162 | 0.01% | 0.01% | 40 | +614 | 0.57% | Q2 2026 | Aug 03, 2026 |
| Vantage Investment Partners, LLC | History | No change | 85,781 | 17,678 | 1.22% | 1.22% | 41 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Martin Investment Management, LLC | History | Reduced | 98,860 | 16,650 | 5.56% | 6.29% | 42 | -3,065 | -3.01% | Q2 2026 | Jul 17, 2026 |
| Invesco Ltd. | History | Added to | 94,304 | 15,882 | 0.0% | 0.0% | 43 | +32,998 | 53.83% | Q2 2026 | Aug 14, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 93,585 | 15,761 | 2.42% | 1.69% | 44 | +40,985 | 77.92% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 78,748 | 13,262 | 0.01% | 0.02% | 45 | +7,120 | 9.94% | Q2 2026 | Aug 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 77,642 | 13,076 | 0.11% | 0.16% | 46 | +798 | 1.04% | Q2 2026 | Sep 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 73,084 | 12,308 | 0.0% | 0.01% | 47 | -2,513 | -3.32% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 72,227 | 12,164 | 0.0% | 0.0% | 48 | +31,309 | 76.52% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 62,277 | 10,488 | 0.0% | 0.0% | 49 | +1,632 | 2.69% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 61,258 | 10,317 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Altrius Capital Management Inc | History | Added to | 57,767 | 9,729 | 1.85% | 1.91% | 51 | +11,269 | 24.24% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 57,413 | 9,701 | 0.01% | 0.01% | 52 | -15,393 | -21.14% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 56,741 | 9,556 | 0.1% | 0.09% | 53 | +16,501 | 41.01% | Q2 2026 | Aug 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 55,284 | 9,310 | 0.04% | 0.08% | 54 | -19,904 | -26.47% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 50,525 | 8,513 | 0.0% | 0.0% | 55 | +14,859 | 41.66% | Q2 2026 | Sep 22, 2026 |
| GABELLI FUNDS LLC | History | Added to | 49,950 | 8,412 | 0.05% | 0.05% | 56 | +17,200 | 52.52% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 47,981 | 8,081 | 0.01% | 0.01% | 57 | -14 | -0.03% | Q2 2026 | Aug 14, 2026 |
| TriCert Investment Counsel Inc. | History | New | 47,622 | 8,020 | 0.75% | — | 58 | +47,622 | New | Q2 2026 | Aug 10, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 44,057 | 7,420 | 0.21% | 0.28% | 59 | -1,077 | -2.39% | Q2 2026 | Aug 04, 2026 |
| CWM, LLC | History | No change | 34,726 | 7,156 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 41,973 | 7,071 | 0.01% | 0.01% | 61 | -9,075 | -17.78% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 41,172 | 6,934 | 0.14% | 0.18% | 62 | -5,398 | -11.59% | Q2 2026 | Jul 13, 2026 |
| Moran Wealth Management, LLC | History | Added to | 40,653 | 6,846 | 0.19% | 0.23% | 63 | +3,954 | 10.77% | Q2 2026 | Aug 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 38,952 | 6,560 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 38,736 | 6,523 | 0.01% | 0.01% | 65 | -3,031 | -7.26% | Q2 2026 | Aug 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 37,369 | 6,293 | 0.08% | 0.13% | 66 | -4,058 | -9.8% | Q2 2026 | Jul 16, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 37,177 | 6,261 | 0.05% | 0.09% | 67 | -8,396 | -18.42% | Q2 2026 | Aug 11, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 37,004 | 6,232 | 0.29% | 0.41% | 68 | -1,336 | -3.48% | Q2 2026 | Aug 07, 2026 |
| Amanah Holdings Trust | History | No change | 37,000 | 6,231 | 0.37% | 0.84% | 69 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Live Oak Private Wealth LLC | History | New | 36,105 | 6,080 | 0.76% | — | 70 | +36,105 | New | Q2 2026 | Jul 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 35,504 | 5,979 | 0.01% | 0.01% | 71 | -13,410 | -27.42% | Q2 2026 | Aug 19, 2026 |
| INSPIRE TRUST CO, N.A. | History | Added to | 35,000 | 5,894 | 0.81% | 0.92% | 72 | +6,000 | 20.69% | Q2 2026 | Aug 05, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 34,443 | 5,800 | 0.01% | 0.01% | 73 | +18,933 | 122.07% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 33,575 | 5,654 | 0.01% | 0.01% | 74 | -4,701 | -12.28% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | Reduced | 32,865 | 5,535 | 0.01% | 0.01% | 75 | -3,333 | -9.21% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 32,524 | 5,477 | 0.04% | 0.04% | 76 | +7,825 | 31.68% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Added to | 31,866 | 5,366 | 0.07% | 0.1% | 77 | +1,943 | 6.49% | Q2 2026 | Jul 29, 2026 |
| Entropy Technologies, LP | History | New | 31,469 | 5,300 | 0.21% | — | 78 | +31,469 | New | Q2 2026 | Aug 13, 2026 |
| American Assets Investment Management, LLC | History | No change | 30,000 | 5,052 | 0.31% | 0.42% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 29,168 | 4,912 | 0.09% | 0.15% | 80 | -3,361 | -10.33% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | Reduced | 29,112 | 4,903 | 0.04% | 0.06% | 81 | -5,031 | -14.74% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 28,084 | 4,729 | 0.0% | 0.0% | 82 | -1,251 | -4.26% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 27,566 | 4,642 | 0.01% | 0.02% | 83 | +462 | 1.7% | Q2 2026 | Aug 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 26,853 | 4,522 | 0.01% | 0.05% | 84 | -146,043 | -84.47% | Q2 2026 | Aug 14, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 26,698 | 4,496 | 0.04% | 0.06% | 85 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFG Advisory, LLC | History | New | 25,024 | 4,214 | 0.15% | — | 86 | +25,024 | New | Q2 2026 | Aug 13, 2026 |
| Cardinal Capital Management | History | Added to | 24,586 | 4,140 | 0.5% | 0.65% | 87 | +231 | 0.95% | Q2 2026 | Jul 21, 2026 |
| Naviter Wealth, LLC | History | Added to | 24,320 | 4,096 | 0.37% | 0.62% | 88 | +427 | 1.79% | Q2 2026 | Aug 07, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 24,186 | 4,073 | 0.01% | 0.02% | 89 | -3,090 | -11.33% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 23,940 | 4,032 | 0.01% | 0.01% | 90 | +3,327 | 16.14% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Added to | 23,408 | 3,942 | 0.0% | 0.0% | 92 | +17,881 | 323.52% | Q2 2026 | Aug 11, 2026 |
| Brooklyn Investment Group | History | No change | 19,130 | 3,942 | 0.12% | 0.12% | 91 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Americana Partners, LLC | History | Added to | 23,294 | 3,923 | 0.09% | 0.12% | 93 | +28 | 0.12% | Q2 2026 | Aug 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 23,074 | 3,886 | 0.11% | 0.18% | 94 | -6,447 | -21.84% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 22,874 | 3,853 | 0.0% | 0.0% | 95 | -3,758 | -14.11% | Q2 2026 | Aug 14, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Reduced | 22,553 | 3,798 | 0.18% | 0.27% | 96 | -2,901 | -11.4% | Q2 2026 | Jul 13, 2026 |
| &PARTNERS | History | Added to | 21,822 | 3,659 | 0.02% | 0.02% | 97 | +638 | 3.01% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 20,050 | 3,537 | 0.01% | 0.0% | 98 | +13,269 | 195.68% | Q2 2026 | Jul 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 20,572 | 3,464 | 0.0% | 0.01% | 99 | -10,840 | -34.51% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | Reduced | 20,435 | 3,442 | 0.0% | 0.01% | 100 | -2,920 | -12.5% | Q2 2026 | Aug 27, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 20,195 | 3,401 | 0.0% | 0.0% | 101 | +2,769 | 15.89% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 19,970 | 3,363 | 0.02% | 0.02% | 102 | -2,081 | -9.44% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Reduced | 19,877 | 3,347 | 0.04% | 0.09% | 103 | -2,708 | -11.99% | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 19,581 | 3,297 | 0.04% | 0.07% | 104 | -1,300 | -6.23% | Q2 2026 | Jul 23, 2026 |
| Callan Family Office, LLC | History | Reduced | 19,030 | 3,205 | 0.06% | 0.1% | 105 | -1,745 | -8.4% | Q2 2026 | Aug 11, 2026 |
| apricus wealth, LLC | History | Added to | 18,424 | 3,102 | 1.48% | 1.74% | 106 | +1,085 | 6.26% | Q2 2026 | Jul 22, 2026 |
| Gold Investment Management Ltd. | History | Added to | 18,093 | 3,047 | 0.83% | 1.15% | 107 | +96 | 0.53% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | Reduced | 17,847 | 3,005 | 0.01% | 0.01% | 108 | -2,533 | -12.43% | Q2 2026 | Jul 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 17,717 | 2,984 | 0.02% | 0.04% | 109 | -5,566 | -23.91% | Q2 2026 | Jul 20, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 17,563 | 2,957 | 0.0% | 0.01% | 110 | -5,154 | -22.69% | Q2 2026 | Aug 06, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 16,924 | 2,850 | 0.28% | — | 111 | +16,924 | New | Q2 2026 | Jul 31, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 16,899 | 2,846 | 0.01% | 0.01% | 112 | +11,635 | 221.03% | Q2 2026 | Aug 14, 2026 |
| DV EQUITIES, LLC | History | New | 16,704 | 2,813 | 0.4% | — | 113 | +16,704 | New | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 16,664 | 2,806 | 0.15% | — | 114 | +16,664 | New | Q2 2026 | Aug 03, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 16,039 | 2,748 | 0.01% | 0.01% | 115 | +624 | 4.05% | Q2 2026 | Aug 10, 2026 |
| XTX Topco Ltd | History | New | 16,263 | 2,739 | 0.04% | — | 116 | +16,263 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 16,212 | 2,732 | 0.0% | 0.0% | 117 | +1,381 | 9.31% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 16,138 | 2,717 | 0.0% | 0.0% | 118 | +12,205 | 310.32% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 15,972 | 2,690 | 0.0% | 0.0% | 119 | +3,893 | 32.23% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | Reduced | 15,896 | 2,677 | 0.0% | 0.01% | 120 | -3,404 | -17.64% | Q2 2026 | Aug 03, 2026 |
| NOMURA HOLDINGS INC | History | New | 15,400 | 2,593 | 0.0% | — | 121 | +15,400 | New | Q2 2026 | Aug 14, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 15,325 | 2,581 | 0.09% | 0.13% | 122 | -45 | -0.29% | Q2 2026 | Jul 27, 2026 |
| HITE Hedge Asset Management LLC | History | Reduced | 15,172 | 2,555 | 0.14% | 0.29% | 123 | -10,143 | -40.07% | Q2 2026 | Aug 14, 2026 |
| Lester Murray Antman dba SimplyRich | History | Added to | 15,503 | 2,490 | 0.58% | 0.48% | 124 | +6,335 | 69.1% | Q2 2026 | Jul 31, 2026 |
| M&T BANK CORP | History | Added to | 14,632 | 2,464 | 0.01% | 0.01% | 125 | +960 | 7.02% | Q2 2026 | Aug 04, 2026 |
| Savant Capital, LLC | History | Added to | 12,563 | 2,373 | 0.01% | 0.0% | 126 | +8,989 | 251.51% | Q2 2026 | Aug 10, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 13,837 | 2,330 | 0.0% | 0.0% | 127 | +2,028 | 17.17% | Q2 2026 | Aug 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 12,601 | 2,122 | 0.01% | 0.02% | 128 | -7,585 | -37.58% | Q2 2026 | Aug 11, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 11,985 | 2,120 | 0.35% | 0.44% | 129 | +734 | 6.52% | Q2 2026 | Jul 16, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 12,554 | 2,114 | 0.03% | 0.07% | 130 | -6,479 | -34.04% | Q2 2026 | Aug 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 12,536 | 2,111 | 0.01% | 0.01% | 131 | +321 | 2.63% | Q2 2026 | Aug 13, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 12,480 | 2,101 | 0.08% | 0.09% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 12,128 | 2,042 | 0.02% | 0.05% | 133 | -3,559 | -22.69% | Q2 2026 | Aug 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 12,063 | 2,031 | 0.02% | 0.03% | 134 | -4,465 | -27.01% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 11,887 | 2,016 | 0.0% | 0.0% | 135 | -559 | -4.49% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 11,931 | 2,009 | 0.0% | 0.0% | 136 | +10,581 | 783.78% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,921 | 2,007 | 0.0% | 0.0% | 137 | +721 | 6.44% | Q2 2026 | Jul 28, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 11,905 | 2,005 | 0.7% | 0.74% | 138 | +1,940 | 19.47% | Q2 2026 | Jul 09, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 11,231 | 1,891 | 0.1% | 0.14% | 139 | -376 | -3.24% | Q2 2026 | Jul 16, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 11,199 | 1,886 | 0.06% | 0.08% | 140 | +10 | 0.09% | Q2 2026 | Jul 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 11,149 | 1,878 | 0.0% | 0.01% | 141 | +880 | 8.57% | Q2 2026 | Aug 05, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Added to | 11,142 | 1,876 | 0.71% | 0.91% | 142 | +700 | 6.7% | Q2 2026 | Aug 04, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 10,895 | 1,834 | 0.14% | 0.26% | 143 | -3,720 | -25.45% | Q2 2026 | Jul 06, 2026 |
| Focus Partners Wealth | History | Reduced | 10,856 | 1,828 | 0.0% | 0.0% | 144 | -3,370 | -23.69% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 10,666 | 1,796 | 0.01% | 0.02% | 145 | -4,000 | -27.27% | Q2 2026 | Jul 17, 2026 |
| Emerald Investment Advisers, LLC | History | Added to | 10,660 | 1,795 | 0.12% | 0.07% | 146 | +6,903 | 183.74% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | New | 10,651 | 1,793 | 0.0% | — | 147 | +10,651 | New | Q2 2026 | Aug 06, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 10,228 | 1,722 | 0.92% | 1.2% | 148 | -204 | -1.96% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,070 | 1,696 | 0.0% | 0.01% | 149 | -164 | -1.6% | Q2 2026 | Jul 27, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Reduced | 10,012 | 1,686 | 0.5% | 0.74% | 150 | -1,817 | -15.36% | Q2 2026 | Aug 12, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Added to | 9,955 | 1,676 | 0.11% | 0.13% | 151 | +1,786 | 21.86% | Q2 2026 | Jul 24, 2026 |
| Integrated Quantitative Investments LLC | History | Reduced | 9,682 | 1,630 | 0.27% | 0.72% | 152 | -9,682 | -50.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 9,614 | 1,619 | 0.01% | 0.01% | 153 | -1,432 | -12.96% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 9,590 | 1,615 | 0.0% | 0.0% | 154 | +1,628 | 20.45% | Q2 2026 | Aug 07, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 9,530 | 1,605 | 0.01% | 0.01% | 155 | +77 | 0.81% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 9,446 | 1,590 | 0.0% | — | 156 | +9,446 | New | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 9,349 | 1,574 | 0.0% | 0.0% | 157 | +701 | 8.11% | Q2 2026 | Jul 30, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 8,951 | 1,507 | 0.07% | 0.1% | 158 | -370 | -3.97% | Q2 2026 | Aug 04, 2026 |
| Caprock Group, LLC | History | Reduced | 8,942 | 1,506 | 0.03% | 0.05% | 159 | -902 | -9.16% | Q2 2026 | Jul 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 8,891 | 1,497 | 0.03% | 0.09% | 160 | -10,709 | -54.64% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,880 | 1,497 | 0.01% | 0.02% | 161 | +1,059 | 13.54% | Q2 2026 | Jul 17, 2026 |
| BARCLAYS PLC | History | Reduced | 8,874 | 1,494 | 0.0% | 0.0% | 162 | -32,741 | -78.68% | Q2 2026 | Aug 14, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 8,647 | 1,456 | 0.26% | 0.73% | 163 | -9,100 | -51.28% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 8,406 | 1,415 | 0.04% | 0.08% | 164 | -4,164 | -33.13% | Q2 2026 | Aug 04, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 8,360 | 1,407 | 0.01% | 0.01% | 165 | +1,824 | 27.91% | Q2 2026 | Aug 10, 2026 |
| BAILARD, INC. | History | Added to | 8,287 | 1,395 | 0.03% | 0.02% | 166 | +3,686 | 80.11% | Q2 2026 | Jul 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 8,235 | 1,386 | 0.0% | 0.01% | 167 | -3,092 | -27.3% | Q2 2026 | Jul 28, 2026 |
| GFS Advisors, LLC | History | Added to | 8,185 | 1,378 | 0.15% | 0.11% | 168 | +2,985 | 57.4% | Q2 2026 | Aug 04, 2026 |
| Ballentine Partners, LLC | History | Reduced | 7,981 | 1,344 | 0.02% | 0.03% | 169 | -1,379 | -14.73% | Q2 2026 | Jul 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 7,970 | 1,342 | 0.0% | 0.01% | 170 | -1,074 | -11.88% | Q2 2026 | Jul 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 7,952 | 1,339 | 0.04% | 0.06% | 171 | -387 | -4.64% | Q2 2026 | Aug 10, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 7,895 | 1,328 | 0.0% | 0.0% | 172 | +5,994 | 315.31% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | New | 7,566 | 1,274 | 0.03% | — | 173 | +7,566 | New | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Reduced | 7,553 | 1,272 | 0.01% | 0.02% | 174 | -1,546 | -16.99% | Q2 2026 | Aug 04, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 7,537 | 1,269 | 0.05% | — | 175 | +7,537 | New | Q2 2026 | Aug 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 7,496 | 1,262 | 0.06% | 0.09% | 176 | -89 | -1.17% | Q2 2026 | Aug 14, 2026 |
| Cascade Financial Partners, LLC | History | No change | 7,430 | 1,251 | 0.11% | 0.16% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,413 | 1,248 | 0.0% | 0.0% | 178 | -494 | -6.25% | Q2 2026 | Aug 12, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 7,379 | 1,242 | 0.12% | 0.15% | 179 | +1,150 | 18.46% | Q2 2026 | Jul 13, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 7,359 | 1,239 | 0.25% | 0.34% | 180 | -30 | -0.41% | Q2 2026 | Jul 27, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 7,290 | 1,228 | 0.0% | 0.0% | 181 | -3,000 | -29.15% | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 7,245 | 1,220 | 0.02% | 0.03% | 182 | -736 | -9.22% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 7,134 | 1,216 | 0.0% | 0.0% | 183 | +1,019 | 16.66% | Q2 2026 | Jul 27, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 7,150 | 1,204 | 0.26% | 0.35% | 184 | +100 | 1.42% | Q2 2026 | Jul 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 7,064 | 1,189 | 0.01% | 0.02% | 185 | -479 | -6.35% | Q2 2026 | Aug 05, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 7,029 | 1,183 | 0.01% | 0.02% | 186 | -1,105 | -13.58% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 6,976 | 1,174 | 0.01% | 0.0% | 187 | +4,496 | 181.29% | Q2 2026 | Aug 13, 2026 |
| Community Bank & Trust, Waco, Texas | History | Added to | 6,841 | 1,152 | 0.21% | 0.28% | 188 | +58 | 0.86% | Q2 2026 | Aug 04, 2026 |
| XPONANCE LLC | History | Added to | 6,761 | 1,138 | 0.01% | 0.01% | 189 | +1,837 | 37.31% | Q2 2026 | Aug 10, 2026 |
| Henry James International Management Inc. | History | Reduced | 6,738 | 1,134 | 0.34% | 0.5% | 190 | -47 | -0.69% | Q2 2026 | Jul 09, 2026 |
| HRT FINANCIAL LP | History | Reduced | 6,729 | 1,133 | 0.0% | 0.0% | 191 | -1,117 | -14.24% | Q2 2026 | Aug 14, 2026 |
| GREENLEAF TRUST | History | Reduced | 6,698 | 1,128 | 0.01% | 0.01% | 192 | -402 | -5.66% | Q2 2026 | Jul 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 6,515 | 1,116 | 0.04% | 0.05% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 6,514 | 1,097 | 0.01% | 0.01% | 194 | +501 | 8.33% | Q2 2026 | Sep 08, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 6,500 | 1,094 | 0.01% | 0.02% | 195 | +500 | 8.33% | Q2 2026 | Aug 10, 2026 |
| F/m Investments LLC | History | Added to | 6,351 | 1,069 | 0.05% | 0.06% | 196 | +2,095 | 49.22% | Q2 2026 | Aug 05, 2026 |
| BANK OF STOCKTON | History | Reduced | 6,315 | 1,063 | 0.3% | 0.42% | 197 | -211 | -3.23% | Q2 2026 | Jul 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 6,088 | 1,025 | 0.0% | 0.0% | 198 | +2,704 | 79.91% | Q2 2026 | Aug 12, 2026 |
| Collaborative Fund Advisors, LLC | History | Reduced | 6,068 | 1,021 | 0.59% | 1.21% | 199 | -3,432 | -36.13% | Q2 2026 | Jul 30, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 6,062 | 1,020 | 0.37% | 0.49% | 200 | +247 | 4.25% | Q2 2026 | Jul 10, 2026 |
| First Affirmative Financial Network | History | No change | 4,949 | 1,019 | 0.4% | 0.4% | 201 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Axxion S.A. | History | New | 6,000 | 1,010 | 0.07% | — | 202 | +6,000 | New | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 5,944 | 1,004 | 0.0% | 0.0% | 203 | -7,851 | -56.91% | Q2 2026 | Aug 10, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 5,919 | 996 | 0.0% | 0.01% | 204 | -439 | -6.9% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 5,850 | 985 | 0.0% | 0.0% | 205 | +62 | 1.07% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 5,822 | 980 | 0.01% | 0.0% | 206 | +5,112 | 720.0% | Q2 2026 | Aug 10, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 5,533 | 931 | 0.2% | 0.28% | 207 | -155 | -2.73% | Q2 2026 | Jul 22, 2026 |
| Hudson Portfolio Management LLC | History | Reduced | 5,388 | 907 | 0.69% | 0.94% | 208 | -17 | -0.31% | Q2 2026 | Aug 12, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 5,093 | 857 | 0.05% | 0.11% | 209 | -2,725 | -34.86% | Q2 2026 | Jul 27, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 5,000 | 842 | 0.07% | 0.1% | 210 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,916 | 828 | 0.01% | 0.02% | 211 | +21 | 0.43% | Q2 2026 | Aug 05, 2026 |
| Investment Research Partners LLC | History | Added to | 4,795 | 807 | 0.27% | 0.32% | 212 | +919 | 23.71% | Q2 2026 | Aug 04, 2026 |
| Wealth Group, Ltd. | History | Added to | 4,722 | 795 | 0.2% | 0.42% | 214 | +2,517 | 114.15% | Q2 2026 | Jul 21, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 4,724 | 795 | 0.27% | 0.26% | 215 | +1,337 | 39.47% | Q2 2026 | Jul 21, 2026 |
| PHYSICIANS FINANCIAL SERVICES, INC. | History | Reduced | 4,722 | 795 | 0.2% | 0.27% | 213 | -25 | -0.53% | Q2 2026 | Jul 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 4,684 | 788 | 0.0% | 0.0% | 216 | +20 | 0.43% | Q2 2026 | Aug 10, 2026 |
| True North Advisors, LLC | History | Added to | 4,591 | 773 | 0.07% | 0.08% | 217 | +1,161 | 33.85% | Q2 2026 | Jul 22, 2026 |
| CKW FINANCIAL GROUP | History | Added to | 4,525 | 768 | 0.08% | 0.1% | 219 | +2 | 0.04% | Q2 2026 | Jul 24, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 4,562 | 768 | 0.02% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BigSur Wealth Management LLC | History | No change | 4,470 | 752 | 0.18% | 0.26% | 220 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 4,425 | 745 | 0.0% | 0.01% | 222 | -2,133 | -32.53% | Q2 2026 | Aug 18, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 4,426 | 745 | 0.01% | 0.01% | 221 | +311 | 7.56% | Q2 2026 | Aug 14, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 4,220 | 744 | 0.14% | 0.13% | 223 | +705 | 20.06% | Q2 2026 | Jul 15, 2026 |
| Global Retirement Partners, LLC | History | New | 4,416 | 743 | 0.01% | — | 224 | +4,416 | New | Q2 2026 | Aug 06, 2026 |
| Independent Advisor Alliance | History | Reduced | 4,369 | 735 | 0.02% | 0.01% | 225 | -313 | -6.69% | Q2 2026 | Aug 12, 2026 |
| INTRUST BANK NA | History | Reduced | 4,352 | 732 | 0.05% | 0.09% | 226 | -727 | -14.31% | Q2 2026 | Aug 05, 2026 |
| Fiera Capital Corp | History | Added to | 4,301 | 724 | 0.0% | 0.0% | 227 | +629 | 17.13% | Q2 2026 | Aug 07, 2026 |
| Empowered Funds, LLC | History | Added to | 4,296 | 723 | 0.0% | 0.0% | 228 | +2,184 | 103.41% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 4,253 | 716 | 0.0% | 0.0% | 229 | -667 | -13.56% | Q2 2026 | Aug 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 4,205 | 708 | 0.01% | — | 230 | +4,205 | New | Q2 2026 | Jul 28, 2026 |
| CIBC Asset Management Inc | History | Reduced | 4,186 | 705 | 0.0% | 0.0% | 231 | -162 | -3.73% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,184 | 704 | 0.01% | 0.01% | 232 | +2,130 | 103.7% | Q2 2026 | Aug 12, 2026 |
| PDS Planning, Inc | History | Reduced | 4,175 | 703 | 0.04% | 0.06% | 233 | -411 | -8.96% | Q2 2026 | Aug 05, 2026 |
| Basecamp Wealth Advisors LLC | History | Reduced | 4,158 | 700 | 0.13% | 0.18% | 234 | -3 | -0.07% | Q2 2026 | Aug 14, 2026 |
| Henshaw Capital LLC | History | No change | 4,151 | 699 | 0.02% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,109 | 692 | 0.01% | 0.02% | 236 | -467 | -10.21% | Q2 2026 | Jul 22, 2026 |
| MAI Capital Management | History | Added to | 4,066 | 684 | 0.0% | 0.0% | 237 | +1,265 | 45.16% | Q2 2026 | Aug 14, 2026 |
| Abundance Wealth Counselors | History | Added to | 4,042 | 680 | 0.04% | 0.08% | 238 | +1,400 | 52.99% | Q2 2026 | Jul 23, 2026 |
| HB Wealth Management, LLC | History | Added to | 4,030 | 678 | 0.0% | 0.0% | 239 | +330 | 8.92% | Q2 2026 | Jul 29, 2026 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | History | No change | 3,966 | 667 | 0.42% | 0.61% | 240 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAMBIAR INVESTORS LLC | History | New | 3,950 | 665 | 0.03% | — | 242 | +3,950 | New | Q2 2026 | Jul 31, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 3,952 | 665 | 0.05% | 0.08% | 241 | +153 | 4.03% | Q2 2026 | Jul 16, 2026 |
| Versant Capital Management, Inc | History | Reduced | 3,939 | 663 | 0.06% | 0.11% | 243 | -1,367 | -25.76% | Q2 2026 | Jul 02, 2026 |
| COMMERCE BANK | History | Reduced | 3,878 | 653 | 0.0% | 0.0% | 244 | -316 | -7.53% | Q2 2026 | Aug 12, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 3,867 | 651 | 0.18% | — | 245 | +3,867 | New | Q2 2026 | Aug 14, 2026 |
| Weaver Capital Management LLC | History | No change | 3,146 | 648 | 0.14% | 0.14% | 246 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | Reduced | 3,822 | 643 | 0.0% | 0.0% | 247 | -76 | -1.95% | Q2 2026 | Aug 11, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 3,811 | 641 | 0.16% | 0.21% | 248 | +364 | 10.56% | Q2 2026 | Jul 28, 2026 |
| Montecito Bank & Trust | History | No change | 3,776 | 635 | 0.1% | 0.13% | 249 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PEAK6 LLC | History | Reduced | 3,729 | 628 | 0.0% | 0.0% | 250 | -5,236 | -58.4% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,699 | 623 | 0.0% | 0.01% | 251 | +184 | 5.23% | Q2 2026 | Jul 20, 2026 |
| SYON CAPITAL LLC | History | Reduced | 3,683 | 620 | 0.03% | 0.06% | 253 | -2,019 | -35.41% | Q2 2026 | Aug 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 3,686 | 620 | 0.1% | 0.14% | 252 | -76 | -2.02% | Q2 2026 | Aug 03, 2026 |
| GTS SECURITIES LLC | History | New | 3,673 | 618 | 0.01% | — | 254 | +3,673 | New | Q2 2026 | Aug 14, 2026 |
| Grandview Asset Management LLC | History | No change | 3,663 | 616 | 0.15% | 0.22% | 255 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 3,288 | 612 | 0.03% | 0.04% | 256 | +24 | 0.74% | Q2 2026 | Aug 05, 2026 |
| Optas, LLC | History | Added to | 3,603 | 606 | 0.08% | 0.1% | 257 | +268 | 8.04% | Q2 2026 | Jul 21, 2026 |
| Frec Markets, Inc. | History | Reduced | 3,576 | 602 | 0.05% | 0.13% | 258 | -210 | -5.55% | Q2 2026 | Aug 13, 2026 |
| American Trust Investment Advisors, LLC | History | No change | 3,540 | 596 | 0.29% | 0.4% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 3,523 | 593 | 0.01% | 0.01% | 260 | -912 | -20.56% | Q2 2026 | Aug 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 3,516 | 592 | 0.01% | 0.01% | 261 | +190 | 5.71% | Q2 2026 | Aug 04, 2026 |
| Plan A Wealth LLC | History | Added to | 3,510 | 591 | 0.25% | 0.31% | 262 | +351 | 11.11% | Q2 2026 | Jul 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,475 | 585 | 0.02% | 0.03% | 263 | -969 | -21.8% | Q2 2026 | Jul 24, 2026 |
| Diligent Investors, LLC | History | Reduced | 3,449 | 580 | 0.13% | 0.18% | 264 | -75 | -2.13% | Q2 2026 | Jul 24, 2026 |
| Leonteq Securities AG | History | Added to | 3,358 | 565 | 0.02% | 0.01% | 265 | +2,307 | 219.51% | Q2 2026 | Jul 27, 2026 |
| Five Oceans Advisors | History | Reduced | 3,316 | 558 | 0.18% | 0.27% | 266 | -354 | -9.65% | Q2 2026 | Jul 15, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 3,258 | 548 | 0.01% | 0.02% | 267 | -144 | -4.23% | Q2 2026 | Jul 08, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 3,250 | 547 | 0.0% | 0.0% | 268 | -394 | -10.81% | Q2 2026 | Aug 11, 2026 |
| Ellevest, Inc. | History | Added to | 3,217 | 541 | 0.06% | 0.09% | 269 | +6 | 0.19% | Q2 2026 | Aug 10, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | New | 3,210 | 540 | 0.48% | — | 271 | +3,210 | New | Q2 2026 | Jul 21, 2026 |
| Nilsine Partners, LLC | History | Added to | 3,212 | 540 | 0.04% | 0.04% | 270 | +305 | 10.49% | Q2 2026 | Jul 24, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 3,130 | 527 | 0.03% | 0.25% | 272 | -15,668 | -83.35% | Q2 2026 | Aug 11, 2026 |
| Invst, LLC | History | Reduced | 3,088 | 520 | 0.05% | 0.11% | 273 | -1,564 | -33.62% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | New | 3,052 | 514 | 0.0% | — | 274 | +3,052 | New | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 3,014 | 507 | 0.01% | 0.01% | 275 | +2 | 0.07% | Q2 2026 | Aug 10, 2026 |
| Manske Wealth Management | History | Added to | 2,959 | 498 | 0.12% | 0.11% | 276 | +1,048 | 54.84% | Q2 2026 | Aug 03, 2026 |
| REXFORD CAPITAL INC | History | Reduced | 2,928 | 493 | 0.3% | 0.43% | 277 | -11 | -0.37% | Q2 2026 | Jul 29, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 2,905 | 489 | 0.04% | 0.07% | 278 | -176 | -5.71% | Q2 2026 | Jul 16, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 2,878 | 484 | 0.01% | 0.01% | 279 | +450 | 18.53% | Q2 2026 | Jul 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 2,867 | 482 | 0.01% | 0.01% | 280 | -525 | -15.48% | Q2 2026 | Aug 13, 2026 |
| IPG Investment Advisors LLC | History | Added to | 2,860 | 481 | 0.07% | 0.08% | 281 | +515 | 21.96% | Q2 2026 | Aug 12, 2026 |
| DGS Capital Management, LLC | History | No change | 2,334 | 481 | 0.08% | 0.08% | 282 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,831 | 476 | 0.02% | 0.04% | 284 | -1,181 | -29.44% | Q2 2026 | Jul 07, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 2,829 | 476 | 0.01% | 0.01% | 283 | +783 | 38.27% | Q2 2026 | Jul 27, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 2,755 | 463 | 0.03% | 0.05% | 285 | -480 | -14.84% | Q2 2026 | Aug 12, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 2,748 | 462 | 0.16% | 0.23% | 286 | -264 | -8.76% | Q2 2026 | Aug 03, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 2,743 | 461 | 0.14% | 0.13% | 287 | +972 | 54.88% | Q2 2026 | Jul 16, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 2,733 | 460 | 0.01% | 0.01% | 288 | -238 | -8.01% | Q2 2026 | Aug 14, 2026 |
| Legacy Bridge, LLC | History | Reduced | 2,702 | 455 | 0.14% | 0.29% | 289 | -976 | -26.54% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 2,695 | 453 | 0.0% | 0.01% | 290 | -213 | -7.32% | Q2 2026 | Jul 27, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 2,686 | 452 | 0.01% | 0.01% | 291 | -204 | -7.06% | Q2 2026 | Aug 11, 2026 |
| Dakota Wealth Management | History | Reduced | 2,674 | 450 | 0.01% | 0.03% | 292 | -3,111 | -53.78% | Q2 2026 | Aug 07, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 2,660 | 447 | 0.16% | 0.21% | 293 | +57 | 2.19% | Q2 2026 | Jul 23, 2026 |
| LEE DANNER & BASS INC | History | No change | 2,517 | 423 | 0.02% | 0.03% | 294 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PING CAPITAL MANAGEMENT, INC. | History | New | 2,500 | 421 | 0.1% | — | 296 | +2,500 | New | Q2 2026 | Jul 20, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 2,390 | 421 | 0.02% | 0.02% | 295 | +518 | 27.67% | Q2 2026 | Jul 22, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 2,453 | 413 | 0.02% | 0.04% | 297 | -405 | -14.17% | Q2 2026 | Jul 29, 2026 |
| HUB Investment Partners, LLC | History | Added to | 2,443 | 411 | 0.01% | 0.01% | 298 | +144 | 6.26% | Q2 2026 | Jul 31, 2026 |
| May Hill Capital, LLC | History | Reduced | 2,441 | 411 | 0.09% | 0.13% | 299 | -58 | -2.32% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | Reduced | 1,980 | 398 | 0.01% | 0.01% | 300 | -42 | -2.08% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 2,358 | 397 | 0.0% | 0.0% | 301 | -2,284 | -49.2% | Q2 2026 | Jul 27, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 2,322 | 391 | 0.02% | 0.77% | 302 | -51,335 | -95.67% | Q2 2026 | Aug 12, 2026 |
| J. Team Financial, Inc. | History | Reduced | 2,319 | 390 | 0.38% | 0.76% | 303 | -969 | -29.47% | Q2 2026 | Jul 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 2,313 | 389 | 0.01% | 0.01% | 304 | +182 | 8.54% | Q2 2026 | Jul 17, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 2,303 | 387 | 0.07% | 0.08% | 306 | +318 | 16.02% | Q2 2026 | Jul 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 2,303 | 387 | 0.0% | 0.0% | 305 | +87 | 3.93% | Q2 2026 | Jul 24, 2026 |
| DeDora Capital, Inc. | History | Added to | 2,292 | 386 | 0.08% | 0.11% | 307 | +12 | 0.53% | Q2 2026 | Jul 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 2,290 | 385 | 0.07% | 0.12% | 308 | -256 | -10.05% | Q2 2026 | Jul 23, 2026 |
| Ridge Creek Global, Inc | History | Reduced | 2,278 | 383 | 0.3% | 0.4% | 309 | -30 | -1.3% | Q2 2026 | Aug 11, 2026 |
| Trust Point Inc. | History | Added to | 2,251 | 379 | 0.03% | 0.04% | 310 | +71 | 3.26% | Q2 2026 | Jul 08, 2026 |
| Westover Capital Advisors, LLC | History | No change | 2,245 | 378 | 0.06% | 0.09% | 311 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sowell Financial Services LLC | History | Reduced | 2,243 | 377 | 0.01% | 0.02% | 312 | -542 | -19.46% | Q2 2026 | Jul 17, 2026 |
| Campion Asset Management | History | Added to | 2,242 | 377 | 0.23% | 0.31% | 313 | +18 | 0.81% | Q2 2026 | Jul 28, 2026 |
| Cetera Trust Company, N.A | History | No change | 2,240 | 377 | 0.19% | 0.26% | 314 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascent Group, LLC | History | Reduced | 2,221 | 373 | 0.01% | 0.02% | 315 | -296 | -11.76% | Q2 2026 | Aug 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,215 | 373 | 0.0% | 0.0% | 316 | -60 | -2.64% | Q2 2026 | Sep 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 2,210 | 372 | 0.01% | 0.01% | 319 | -1,425 | -39.2% | Q2 2026 | Aug 03, 2026 |
| Capital Analysts, LLC | History | Reduced | 2,211 | 372 | 0.01% | 0.01% | 317 | -130 | -5.55% | Q2 2026 | Aug 05, 2026 |
| River Wealth Advisors LLC | History | Reduced | 2,213 | 372 | 0.04% | 0.05% | 318 | -104 | -4.49% | Q2 2026 | Aug 04, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,155 | 362 | 0.0% | 0.0% | 320 | +1,925 | 836.96% | Q2 2026 | Aug 06, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 2,133 | 359 | 0.04% | 0.05% | 321 | -53 | -2.42% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | Reduced | 2,096 | 353 | 0.0% | 0.01% | 322 | -2,387 | -53.25% | Q2 2026 | Jul 28, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 2,059 | 346 | 0.01% | 0.01% | 323 | +73 | 3.68% | Q2 2026 | Aug 04, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 2,006 | 337 | 0.04% | 0.23% | 325 | -3,724 | -64.99% | Q2 2026 | Jul 23, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 2,005 | 337 | 0.03% | 0.04% | 324 | -45 | -2.2% | Q2 2026 | Aug 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 1,994 | 335 | 0.01% | 0.01% | 326 | -219 | -9.9% | Q2 2026 | Aug 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 1,617 | 333 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cromwell Holdings LLC | History | No change | 1,983 | 333 | 0.15% | 0.23% | 328 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Dorato Capital Management | History | No change | 1,884 | 332 | 0.23% | 0.3% | 329 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 1,952 | 328 | 0.0% | 0.0% | 330 | -1,098 | -36.0% | Q2 2026 | Aug 14, 2026 |
| DLD Asset Management, LP | History | New | 1,934 | 325 | 0.02% | — | 332 | +1,934 | New | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 1,935 | 325 | 0.0% | 0.0% | 331 | +208 | 12.04% | Q2 2026 | Jul 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,928 | 324 | 0.0% | 0.0% | 333 | +921 | 91.46% | Q2 2026 | Jul 24, 2026 |
| Norway Savings Bank | History | Added to | 1,923 | 323 | 0.14% | 0.16% | 334 | +287 | 17.54% | Q2 2026 | Jul 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 1,908 | 321 | 0.0% | 0.0% | 335 | -210 | -9.92% | Q2 2026 | Aug 14, 2026 |
| CREDIT AGRICOLE S A | History | New | 1,898 | 319 | 0.0% | — | 336 | +1,898 | New | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 1,878 | 316 | 0.01% | 0.01% | 337 | +54 | 2.96% | Q2 2026 | Jul 28, 2026 |
| KINTRA WEALTH, LLC | History | New | 1,670 | 315 | 0.02% | — | 339 | +1,670 | New | Q2 2026 | Aug 14, 2026 |
| Keeler Thomas Management LLC | History | No change | 1,874 | 315 | 0.11% | 0.16% | 338 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PFG Investments, LLC | History | Added to | 1,863 | 313 | 0.01% | 0.02% | 341 | +248 | 15.36% | Q2 2026 | Jul 23, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 1,521 | 313 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 1,848 | 311 | 0.09% | 0.13% | 342 | -62 | -3.25% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 1,835 | 309 | 0.01% | 0.01% | 343 | +318 | 20.96% | Q2 2026 | Jul 31, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 1,812 | 305 | 0.0% | 0.0% | 344 | -491 | -21.32% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,788 | 301 | 0.0% | 0.0% | 345 | +336 | 23.14% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 1,790 | 301 | 0.0% | 0.01% | 346 | -67 | -3.61% | Q2 2026 | Aug 18, 2026 |
| PCM Encore, LLC | History | Reduced | 1,783 | 300 | 0.05% | 0.08% | 347 | -211 | -10.58% | Q2 2026 | Aug 11, 2026 |
| 71 West Capital Partners | History | Added to | 1,775 | 298 | 0.01% | 0.01% | 349 | +430 | 31.97% | Q2 2026 | Aug 04, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 1,772 | 298 | 0.07% | 0.11% | 348 | +12 | 0.68% | Q2 2026 | Jul 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,769 | 297 | 0.03% | 0.04% | 350 | -175 | -9.0% | Q2 2026 | Aug 07, 2026 |
| Legacy Advisors, LLC | History | Added to | 1,740 | 293 | 0.03% | 0.04% | 352 | +210 | 13.73% | Q2 2026 | Jul 24, 2026 |
| Choate Investment Advisors | History | Reduced | 1,745 | 293 | 0.01% | 0.01% | 351 | -4 | -0.23% | Q2 2026 | Aug 11, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 1,736 | 292 | 0.05% | 0.12% | 353 | -699 | -28.71% | Q2 2026 | Aug 04, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 1,732 | 291 | 0.02% | 0.02% | 354 | -116 | -6.28% | Q2 2026 | Aug 12, 2026 |
| Traveka Wealth, LLC | History | Reduced | 1,720 | 289 | 0.1% | 0.14% | 355 | -36 | -2.05% | Q2 2026 | Jul 21, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 1,717 | 289 | 0.03% | 0.05% | 356 | +34 | 2.02% | Q2 2026 | Aug 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 1,710 | 288 | 0.0% | — | 357 | +1,710 | New | Q2 2026 | Jul 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 1,707 | 287 | 0.02% | 0.04% | 359 | -434 | -20.27% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 1,704 | 287 | 0.0% | 0.0% | 360 | +232 | 15.76% | Q2 2026 | Aug 06, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | No change | 1,706 | 287 | 0.08% | 0.11% | 358 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 1,700 | 286 | 0.01% | 0.01% | 361 | -226 | -11.73% | Q2 2026 | Jul 07, 2026 |
| Wedmont Private Capital | History | Reduced | 1,618 | 285 | 0.01% | 0.02% | 362 | -650 | -28.66% | Q2 2026 | Jul 13, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 1,683 | 283 | 0.04% | 0.05% | 363 | +139 | 9.0% | Q2 2026 | Jul 16, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 1,676 | 282 | 0.0% | 0.02% | 364 | -6,480 | -79.45% | Q2 2026 | Jul 16, 2026 |
| West Family Investments, Inc. | History | Reduced | 1,670 | 281 | 0.08% | 0.18% | 365 | -853 | -33.81% | Q2 2026 | Aug 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,657 | 279 | 0.0% | 0.0% | 366 | +680 | 69.6% | Q2 2026 | Aug 12, 2026 |
| FIRST HORIZON CORP | History | No change | 1,651 | 278 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 1,634 | 275 | 0.01% | 0.01% | 368 | -37 | -2.21% | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | Reduced | 1,628 | 274 | 0.01% | 0.06% | 369 | -5,303 | -76.51% | Q2 2026 | Aug 13, 2026 |
| Hexagon Capital Partners LLC | History | Reduced | 1,625 | 273 | 0.04% | 0.05% | 370 | -98 | -5.69% | Q2 2026 | Aug 06, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 1,602 | 269 | 0.02% | 0.03% | 373 | -1,928 | -54.62% | Q2 2026 | Aug 04, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 1,600 | 269 | 0.03% | 0.07% | 371 | -1,000 | -38.46% | Q2 2026 | Aug 03, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,602 | 269 | 0.0% | 0.0% | 372 | -74 | -4.42% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Added to | 1,583 | 266 | 0.0% | 0.0% | 374 | +526 | 49.76% | Q2 2026 | Aug 03, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 1,575 | 265 | 0.11% | 0.13% | 376 | +290 | 22.57% | Q2 2026 | Aug 13, 2026 |
| Successful Portfolios LLC | History | No change | 1,520 | 265 | 0.12% | 0.17% | 375 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MQS Management LLC | History | Reduced | 1,563 | 263 | 0.32% | 0.26% | 377 | -328 | -17.35% | Q2 2026 | Aug 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 1,553 | 261 | 0.0% | 0.0% | 378 | -330 | -17.53% | Q2 2026 | Jul 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 1,543 | 259 | 0.01% | 0.02% | 379 | -1,350 | -46.66% | Q2 2026 | Jul 07, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 1,531 | 257 | 0.14% | 0.18% | 380 | -710 | -31.68% | Q2 2026 | Jul 16, 2026 |
| Soltis Investment Advisors LLC | History | New | 1,507 | 253 | 0.01% | — | 383 | +1,507 | New | Q2 2026 | Jul 31, 2026 |
| Trek Financial, LLC | History | Added to | 1,503 | 253 | 0.01% | 0.01% | 381 | +474 | 46.06% | Q2 2026 | Aug 13, 2026 |
| New Republic Capital, LLC | History | Reduced | 1,503 | 253 | 0.06% | 0.11% | 382 | -144 | -8.74% | Q2 2026 | Jul 31, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 1,493 | 251 | 0.0% | 0.0% | 384 | -315 | -17.42% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | Reduced | 1,496 | 251 | 0.0% | 0.0% | 385 | -78 | -4.96% | Q2 2026 | Jul 22, 2026 |
| Savvy Advisors, Inc. | History | Added to | 1,488 | 250 | 0.01% | 0.01% | 386 | +441 | 42.12% | Q2 2026 | Aug 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,465 | 246 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 1,451 | 244 | 0.01% | 0.01% | 389 | +232 | 19.03% | Q2 2026 | Aug 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 1,450 | 244 | 0.02% | 0.03% | 388 | -5 | -0.34% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 1,428 | 240 | 0.0% | — | 390 | +1,428 | New | Q2 2026 | Jul 21, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 1,408 | 237 | 0.02% | 0.1% | 392 | -3,717 | -72.53% | Q2 2026 | Jul 22, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 1,409 | 237 | 0.04% | 0.07% | 391 | -302 | -17.65% | Q2 2026 | Jul 21, 2026 |
| Cambria Investment Management, L.P. | History | New | 1,390 | 234 | 0.01% | — | 394 | +1,390 | New | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 1,392 | 234 | 0.01% | 0.02% | 393 | +53 | 3.96% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | Reduced | 1,372 | 231 | 0.0% | 0.0% | 395 | -710 | -34.1% | Q2 2026 | Aug 14, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 1,366 | 230 | 0.14% | 0.19% | 396 | +1 | 0.07% | Q2 2026 | Jul 23, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 1,356 | 228 | 0.04% | 0.07% | 397 | +58 | 4.47% | Q2 2026 | Jul 07, 2026 |
| Sovran Advisors, LLC | History | New | 1,212 | 225 | 0.02% | — | 399 | +1,212 | New | Q2 2026 | Jul 29, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 1,338 | 225 | 0.0% | 0.01% | 398 | -149 | -10.02% | Q2 2026 | Aug 07, 2026 |
| CIBC Bancorp USA Inc. | History | Reduced | 1,331 | 224 | 0.0% | 0.0% | 402 | -293 | -18.04% | Q2 2026 | Aug 13, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 1,206 | 224 | 0.0% | 0.0% | 401 | -128 | -9.6% | Q2 2026 | Aug 06, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 1,334 | 224 | 0.0% | 0.0% | 400 | +17 | 1.29% | Q2 2026 | Jul 22, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 1,311 | 220 | 0.01% | 0.01% | 403 | +148 | 12.73% | Q2 2026 | Aug 05, 2026 |
| SteelPeak Wealth, LLC | History | New | 1,303 | 219 | 0.01% | — | 404 | +1,303 | New | Q2 2026 | Jul 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 1,292 | 217 | 0.01% | 0.01% | 407 | +65 | 5.3% | Q2 2026 | Aug 11, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 1,292 | 217 | 0.0% | 0.0% | 405 | -49 | -3.65% | Q2 2026 | Jul 13, 2026 |
| American Money Management, LLC | History | No change | 1,290 | 217 | 0.03% | 0.04% | 406 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 1,288 | 216 | 0.02% | 0.03% | 408 | +25 | 1.98% | Q2 2026 | Jul 07, 2026 |
| Heritage Wealth Management, Inc. | History | New | 1,279 | 215 | 0.05% | — | 409 | +1,279 | New | Q2 2026 | Jul 28, 2026 |
| Klingman & Associates, LLC | History | Reduced | 1,265 | 213 | 0.01% | 0.01% | 410 | -90 | -6.64% | Q2 2026 | Jul 29, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 1,248 | 210 | 0.01% | 0.02% | 412 | -647 | -34.14% | Q2 2026 | Jul 24, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,250 | 210 | 0.0% | 0.0% | 413 | +268 | 27.29% | Q2 2026 | Aug 13, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | No change | 1,249 | 210 | 0.03% | 0.04% | 411 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,237 | 208 | 0.0% | 0.01% | 414 | -2,143 | -63.4% | Q2 2026 | Jul 21, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 1,233 | 207 | 0.02% | 0.03% | 415 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 1,235 | 207 | 0.12% | 0.17% | 416 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Manchester Capital Management LLC | History | Reduced | 1,224 | 206 | 0.03% | 0.04% | 417 | -5 | -0.41% | Q2 2026 | Aug 13, 2026 |
| Stonebrook Private Inc. | History | New | 1,223 | 205 | 0.04% | — | 418 | +1,223 | New | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | New | 1,214 | 204 | 0.01% | — | 419 | +1,214 | New | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,193 | 201 | 0.0% | 0.0% | 420 | +107 | 9.85% | Q2 2026 | Aug 11, 2026 |
| Keebeck Wealth Management | History | Added to | 1,198 | 201 | 0.02% | 0.03% | 421 | +50 | 4.36% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,115 | 187 | 0.0% | 0.0% | 422 | -24 | -2.11% | Q2 2026 | Aug 12, 2026 |
| Laraway Financial Advisors Inc | History | No change | 1,100 | 185 | 0.11% | 0.16% | 423 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,034 | 174 | 0.01% | 0.02% | 424 | -153 | -12.89% | Q2 2026 | Sep 04, 2026 |
| Purpose Unlimited Inc. | History | No change | 1,022 | 172 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 948 | 159 | 0.0% | 0.0% | 426 | -172 | -15.36% | Q2 2026 | Aug 05, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | Added to | 932 | 156 | 0.14% | 0.09% | 427 | +482 | 107.11% | Q2 2026 | Aug 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 930 | 155 | 0.04% | 0.06% | 428 | -31 | -3.23% | Q2 2026 | Jul 30, 2026 |
| First Bancorp, Inc /ME/ | History | New | 910 | 153 | 0.06% | — | 429 | +910 | New | Q2 2026 | Aug 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 854 | 143 | 0.02% | 0.02% | 430 | -150 | -14.94% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 846 | 142 | 0.0% | 0.0% | 431 | +159 | 23.14% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 796 | 134 | 0.0% | 0.0% | 432 | -39 | -4.67% | Q2 2026 | Jul 27, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 716 | 120 | 0.02% | 0.04% | 433 | -112 | -13.53% | Q2 2026 | Jul 17, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 712 | 119 | 0.0% | — | 435 | +712 | New | Q2 2026 | Aug 11, 2026 |
| CENTRAL TRUST Co | History | Reduced | 710 | 119 | 0.0% | 0.0% | 434 | -52 | -6.82% | Q2 2026 | Jul 31, 2026 |
| Pflug Koory, LLC | History | No change | 700 | 117 | 0.05% | 0.07% | 436 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Corient IA LP | History | Reduced | 660 | 111 | 0.1% | 0.39% | 437 | -1,330 | -66.83% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 631 | 107 | 0.0% | 0.0% | 438 | -8 | -1.25% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 626 | 106 | 0.01% | 0.01% | 439 | +277 | 79.37% | Q2 2026 | Aug 07, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 614 | 103 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Community Bank, N.A. | History | No change | 600 | 101 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McMillan Office, Inc. | History | No change | 600 | 101 | 0.01% | 0.02% | 442 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | New | 573 | 96 | 0.01% | — | 444 | +573 | New | Q2 2026 | Jul 28, 2026 |
| Millstone Evans Group, LLC | History | No change | 574 | 96 | 0.05% | 0.07% | 443 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HM PAYSON & CO | History | Added to | 566 | 95 | 0.0% | 0.0% | 445 | +78 | 15.98% | Q2 2026 | Jul 17, 2026 |
| UMB Bank, n.a. | History | No change | 570 | 95 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 557 | 93 | 0.0% | 0.01% | 447 | -200 | -26.42% | Q2 2026 | Aug 06, 2026 |
| Aberdeen Wealth Management LLC | History | New | 547 | 92 | 0.04% | — | 448 | +547 | New | Q2 2026 | Aug 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 542 | 91 | 0.06% | 0.08% | 450 | -34 | -5.9% | Q2 2026 | Jul 31, 2026 |
| North Star Investment Management Corp. | History | Reduced | 545 | 91 | 0.0% | 0.01% | 449 | -4 | -0.73% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 524 | 88 | 0.0% | 0.0% | 451 | +175 | 50.14% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | Reduced | 522 | 87 | 0.0% | 0.01% | 452 | -380 | -42.13% | Q2 2026 | Jul 15, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 502 | 84 | 0.03% | 0.04% | 453 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 4,845 | 81 | 0.06% | 0.08% | 454 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Owl Creek Wealth Partners LLC | History | Reduced | 469 | 78 | 0.02% | 0.05% | 455 | -196 | -29.47% | Q2 2026 | Jul 20, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | New | 421 | 70 | 0.0% | — | 457 | +421 | New | Q2 2026 | Aug 14, 2026 |
| Costello Asset Management, INC | History | No change | 420 | 70 | 0.02% | 0.03% | 456 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Key FInancial Inc | History | Added to | 399 | 67 | 0.01% | 0.01% | 461 | +151 | 60.89% | Q2 2026 | Jul 24, 2026 |
| BNP PARIBAS | History | No change | 400 | 67 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 400 | 67 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Westside Investment Management, Inc. | History | No change | 403 | 67 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BankPlus Trust Department | History | No change | 400 | 67 | 0.02% | 0.02% | 462 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Main Street Group, LTD | History | New | 386 | 65 | 0.02% | — | 464 | +386 | New | Q2 2026 | Jul 13, 2026 |
| SouthState Bank Corp | History | No change | 389 | 65 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 379 | 63 | 0.01% | 0.01% | 465 | +8 | 2.16% | Q2 2026 | Jul 09, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 355 | 59 | 0.01% | 0.02% | 466 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 6,580 | 58 | 0.01% | 0.01% | 468 | +6,268 | 2008.97% | Q2 2026 | Jul 21, 2026 |
| Bogart Wealth, LLC | History | Added to | 346 | 58 | 0.0% | 0.0% | 467 | +2 | 0.58% | Q2 2026 | Jul 24, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 344 | 57 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 334 | 56 | 0.01% | 0.01% | 470 | -15 | -4.3% | Q2 2026 | Jul 22, 2026 |
| CoreFirst Bank & Trust | History | No change | 338 | 56 | 0.03% | 0.04% | 471 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 319 | 53 | 0.0% | 0.0% | 472 | +295 | 1229.17% | Q2 2026 | Aug 10, 2026 |
| Anfield Capital Management, LLC | History | No change | 246 | 50 | 0.01% | 0.01% | 473 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 300 | 50 | 0.02% | 0.03% | 474 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 302 | 50 | 0.04% | 0.05% | 475 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 288 | 48 | 0.01% | 0.0% | 476 | +210 | 269.23% | Q2 2026 | Sep 02, 2026 |
| Longview Financial Advisors LLC | History | No change | 280 | 47 | 0.02% | 0.03% | 477 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bangor Savings Bank | History | No change | 267 | 44 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Financial Perspectives, Inc | History | No change | 267 | 44 | 0.01% | 0.02% | 479 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 267 | 44 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Independence Bank of Kentucky | History | No change | 250 | 42 | 0.0% | 0.01% | 481 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 249 | 41 | 0.0% | 0.0% | 482 | +212 | 572.97% | Q2 2026 | Aug 10, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 236 | 39 | 0.0% | 0.0% | 483 | +126 | 114.55% | Q2 2026 | Jul 22, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 224 | 37 | 0.02% | 0.05% | 485 | -184 | -45.1% | Q2 2026 | Aug 10, 2026 |
| Roxbury Financial LLC | History | Added to | 224 | 37 | 0.03% | 0.04% | 486 | +3 | 1.36% | Q2 2026 | Jul 01, 2026 |
| Estabrook Capital Management | History | No change | 220 | 37 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 215 | 36 | 0.01% | 0.01% | 487 | +82 | 61.65% | Q2 2026 | Aug 05, 2026 |
| Bayforest Capital Ltd | History | Reduced | 209 | 35 | 0.03% | 0.15% | 489 | -430 | -67.29% | Q2 2026 | Aug 05, 2026 |
| Continuum Advisory, LLC | History | New | 213 | 35 | 0.0% | — | 490 | +213 | New | Q2 2026 | Aug 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 210 | 35 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concord Wealth Partners | History | New | 203 | 34 | 0.0% | — | 492 | +203 | New | Q2 2026 | Jul 27, 2026 |
| Asset Dedication, LLC | History | Added to | 205 | 34 | 0.0% | 0.0% | 491 | +47 | 29.75% | Q2 2026 | Jul 30, 2026 |
| Signature Equity Partners, LLC | History | Added to | 197 | 33 | 0.02% | 0.02% | 495 | +8 | 4.23% | Q2 2026 | Jul 30, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 200 | 33 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 196 | 33 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TRUST CO OF VERMONT | History | New | 195 | 32 | 0.0% | — | 498 | +195 | New | Q2 2026 | Aug 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 192 | 32 | 0.0% | 0.0% | 496 | -129 | -40.19% | Q2 2026 | Aug 10, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 190 | 32 | 0.02% | 0.02% | 497 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 188 | 31 | 0.0% | 0.0% | 499 | +60 | 46.88% | Q2 2026 | Jul 21, 2026 |
| Kilter Group LLC | History | Added to | 178 | 29 | 0.01% | 0.01% | 502 | +90 | 102.27% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 178 | 29 | 0.0% | 0.0% | 500 | -64 | -26.45% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 177 | 29 | 0.0% | 0.0% | 501 | -2 | -1.12% | Q2 2026 | Jul 06, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 169 | 28 | 0.0% | 0.0% | 503 | -11 | -6.11% | Q2 2026 | Aug 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 167 | 28 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 161 | 27 | 0.0% | 0.0% | 505 | -110 | -40.59% | Q2 2026 | Jul 28, 2026 |
| Parvin Asset Management, LLC | History | No change | 163 | 27 | 0.02% | 0.02% | 506 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 132 | 24 | 0.0% | — | 509 | +132 | New | Q2 2026 | Aug 12, 2026 |
| NFSG Corp | History | Added to | 147 | 24 | 0.0% | 0.0% | 508 | +2 | 1.38% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 146 | 24 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 138 | 23 | 0.01% | — | 514 | +138 | New | Q2 2026 | Aug 13, 2026 |
| EASTERN BANK | History | Added to | 138 | 23 | 0.0% | 0.0% | 511 | +36 | 35.29% | Q2 2026 | Jul 01, 2026 |
| TSFG, LLC | History | Added to | 136 | 23 | 0.0% | 0.0% | 512 | +3 | 2.26% | Q2 2026 | Jul 23, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 141 | 23 | 0.01% | 0.01% | 510 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fairscale Capital, LLC | History | No change | 142 | 23 | 0.01% | 0.02% | 513 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 133 | 22 | 0.01% | 0.01% | 518 | +51 | 62.2% | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 135 | 22 | 0.0% | 0.01% | 517 | -13 | -8.78% | Q2 2026 | Jul 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 108 | 22 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Bank of New Hampshire | History | No change | 135 | 22 | 0.0% | 0.01% | 516 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ancora Advisors LLC | History | Reduced | 125 | 21 | 0.0% | 0.0% | 519 | -190 | -60.32% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 130 | 21 | 0.0% | — | 521 | +130 | New | Q2 2026 | Aug 04, 2026 |
| Robinswood Financial LLC | History | No change | 127 | 21 | 0.01% | 0.01% | 520 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 125 | 20 | 0.0% | — | 523 | +125 | New | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Reduced | 119 | 20 | 0.01% | 0.01% | 522 | -12 | -9.16% | Q2 2026 | Aug 10, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 114 | 19 | 0.0% | — | 526 | +114 | New | Q2 2026 | Aug 07, 2026 |
| CX Institutional | History | No change | 115 | 19 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 93 | 19 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 107 | 18 | 0.0% | 0.0% | 528 | -40 | -27.21% | Q2 2026 | Aug 06, 2026 |
| Coastline Trust Co | History | No change | 107 | 18 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Winch Advisory Services, LLC | History | New | 103 | 17 | 0.0% | — | 534 | +103 | New | Q2 2026 | Aug 06, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 100 | 17 | 0.0% | 0.0% | 531 | -86 | -46.24% | Q2 2026 | Jul 29, 2026 |
| Grove Bank & Trust | History | Reduced | 105 | 17 | 0.0% | 0.0% | 530 | -25 | -19.23% | Q2 2026 | Jul 07, 2026 |
| MASECO LLP | History | Added to | 106 | 17 | 0.0% | 0.0% | 532 | +25 | 30.86% | Q2 2026 | Aug 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 102 | 17 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Key Capital Management, INC | History | No change | 103 | 17 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hilltop National Bank | History | Reduced | 100 | 16 | 0.0% | 0.02% | 540 | -213 | -68.05% | Q2 2026 | Jul 01, 2026 |
| Center for Financial Planning, Inc. | History | New | 100 | 16 | 0.0% | — | 545 | +100 | New | Q2 2026 | Jul 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 95 | 16 | 0.0% | 0.0% | 535 | +37 | 63.79% | Q2 2026 | Jul 28, 2026 |
| Caldwell Trust Co | History | Reduced | 100 | 16 | 0.0% | 0.0% | 543 | -27 | -21.26% | Q2 2026 | Aug 03, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 99 | 16 | 0.01% | 0.01% | 541 | -17 | -14.66% | Q2 2026 | Jul 07, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 95 | 16 | 0.01% | 0.02% | 544 | +11 | 13.1% | Q2 2026 | Aug 28, 2026 |
| Rossby Financial, LCC | History | Reduced | 99 | 16 | 0.0% | 0.0% | 542 | -5 | -4.81% | Q2 2026 | Aug 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 98 | 16 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Tacita Capital Inc | History | No change | 100 | 16 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 100 | 16 | 0.01% | 0.01% | 538 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| City State Bank | History | No change | 100 | 16 | 0.0% | 0.01% | 539 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 90 | 15 | 0.0% | 0.0% | 546 | +45 | 100.0% | Q2 2026 | Aug 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 88 | 14 | 0.0% | 0.0% | 548 | -55 | -38.46% | Q2 2026 | Jul 23, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 89 | 14 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Phillip James Consulting Co. | History | New | 83 | 13 | 0.01% | — | 552 | +83 | New | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 79 | 13 | 0.0% | 0.0% | 550 | -35 | -30.7% | Q2 2026 | Jul 23, 2026 |
| SHP Wealth Management | History | Added to | 83 | 13 | 0.0% | 0.0% | 551 | +23 | 38.33% | Q2 2026 | Aug 11, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 80 | 13 | 0.0% | 0.0% | 549 | +2 | 2.56% | Q2 2026 | Aug 13, 2026 |
| MCDONALD PARTNERS LLC | History | New | 75 | 12 | 0.0% | — | 555 | +75 | New | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 73 | 12 | 0.0% | 0.0% | 554 | -66 | -47.48% | Q2 2026 | Jul 20, 2026 |
| COUNTRY TRUST BANK | History | No change | 72 | 12 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Addison Advisors LLC | History | Reduced | 70 | 11 | 0.01% | 0.02% | 556 | -371 | -84.13% | Q2 2026 | Aug 10, 2026 |
| Nemes Rush Group LLC | History | Reduced | 66 | 11 | 0.0% | 0.0% | 557 | -2 | -2.94% | Q2 2026 | Aug 14, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 67 | 11 | 0.01% | 0.01% | 558 | +1 | 1.52% | Q2 2026 | Aug 26, 2026 |
| Redwood Park Advisors LLC | History | No change | 70 | 11 | 0.01% | 0.01% | 559 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 64 | 10 | 0.0% | 0.0% | 560 | -12 | -15.79% | Q2 2026 | Jul 27, 2026 |
| Basepoint Wealth LLC | History | Added to | 65 | 10 | 0.01% | 0.01% | 562 | +1 | 1.56% | Q2 2026 | Aug 10, 2026 |
| Arlington Trust Co LLC | History | No change | 62 | 10 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 57 | 9 | 0.01% | 0.03% | 564 | -255 | -81.73% | Q2 2026 | Jul 27, 2026 |
| Aspect Partners, LLC | History | No change | 58 | 9 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 52 | 8 | 0.0% | — | 570 | +52 | New | Q2 2026 | Aug 10, 2026 |
| Westfuller Advisors, LLC | History | Added to | 50 | 8 | 0.0% | 0.0% | 568 | +1 | 2.04% | Q2 2026 | Jul 29, 2026 |
| ADIRONDACK TRUST CO | History | No change | 50 | 8 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 50 | 8 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bullseye Investment Management, LLC | History | No change | 50 | 8 | 0.0% | 0.01% | 567 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Merrithew & Thorsten Inc | History | No change | 50 | 8 | 0.01% | 0.01% | 569 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| American Capital Advisory, LLC | History | Added to | 45 | 7 | 0.0% | 0.0% | 574 | +30 | 200.0% | Q2 2026 | Jul 28, 2026 |
| LRI Investments, LLC | History | Added to | 43 | 7 | 0.0% | 0.0% | 575 | +24 | 126.32% | Q2 2026 | Jul 14, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 45 | 7 | 0.0% | 0.0% | 573 | +6 | 15.38% | Q2 2026 | Jul 24, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 45 | 7 | 0.0% | 0.0% | 576 | +2 | 4.65% | Q2 2026 | Aug 11, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 45 | 7 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Abound Wealth Management | History | No change | 44 | 7 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| True Wealth Design, LLC | History | Reduced | 37 | 6 | 0.0% | 0.01% | 583 | -166 | -81.77% | Q2 2026 | Jul 16, 2026 |
| Medallion Wealth Advisors, LLC | History | New | 41 | 6 | 0.0% | — | 588 | +41 | New | Q2 2026 | Aug 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 40 | 6 | 0.0% | — | 586 | +40 | New | Q2 2026 | Aug 06, 2026 |
| Gleason Group, Inc. | History | New | 39 | 6 | 0.0% | — | 587 | +39 | New | Q2 2026 | Jul 13, 2026 |
| Horizon Investments, LLC | History | Reduced | 36 | 6 | 0.0% | 0.0% | 579 | -22 | -37.93% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | Added to | 37 | 6 | 0.0% | 0.0% | 584 | +15 | 68.18% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | Reduced | 39 | 6 | 0.0% | 0.0% | 581 | -9 | -18.75% | Q2 2026 | Jul 20, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Reduced | 38 | 6 | 0.0% | 0.0% | 580 | -4 | -9.52% | Q2 2026 | Jul 27, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 40 | 6 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Smithfield Trust Co | History | No change | 34 | 6 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Truvestments Capital LLC | History | No change | 37 | 6 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAYBAN | History | No change | 40 | 6 | 0.0% | 0.01% | 585 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WPG Advisers, LLC | History | Added to | 30 | 5 | 0.0% | 0.0% | 590 | +5 | 20.0% | Q2 2026 | Aug 05, 2026 |
| Field & Main Bank | History | No change | 35 | 5 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Crews Bank & Trust | History | Reduced | 25 | 4 | 0.0% | 0.01% | 596 | -179 | -87.75% | Q2 2026 | Jul 16, 2026 |
| CVA Family Office, LLC | History | Reduced | 24 | 4 | 0.0% | 0.0% | 591 | -58 | -70.73% | Q2 2026 | Aug 07, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 27 | 4 | 0.0% | 0.01% | 595 | -55 | -67.07% | Q2 2026 | Jul 13, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 25 | 4 | 0.0% | 0.0% | 593 | -16 | -39.02% | Q2 2026 | Aug 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 27 | 4 | 0.0% | 0.0% | 594 | +16 | 145.45% | Q2 2026 | Aug 14, 2026 |
| Vision Retirement, LLC | History | Added to | 28 | 4 | 0.0% | 0.0% | 597 | +1 | 3.7% | Q2 2026 | Jul 21, 2026 |
| Orion Capital Management LLC | History | No change | 26 | 4 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Boreal Capital Management LLC | History | No change | 24 | 4 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Financial Strategies CORP | History | No change | 25 | 4 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 20 | 3 | 0.0% | 0.0% | 600 | -32 | -61.54% | Q2 2026 | Jul 30, 2026 |
| MOTCO | History | New | 22 | 3 | 0.0% | — | 605 | +22 | New | Q2 2026 | Jul 31, 2026 |
| Markowski Investments | History | New | 22 | 3 | 0.0% | — | 607 | +22 | New | Q2 2026 | Aug 13, 2026 |
| Washington Trust Advisors, Inc. | History | New | 20 | 3 | 0.0% | — | 606 | +20 | New | Q2 2026 | Jul 29, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 22 | 3 | 0.03% | 0.06% | 603 | -18 | -45.0% | Q2 2026 | Jul 31, 2026 |
| EFG International AG | History | Reduced | 18 | 3 | 0.0% | 0.0% | 604 | -18 | -50.0% | Q2 2026 | Aug 14, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 20 | 3 | 0.0% | 0.0% | 601 | +11 | 122.22% | Q2 2026 | Jul 29, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 21 | 3 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | New | 17 | 2 | 0.0% | — | 609 | +17 | New | Q2 2026 | Jul 20, 2026 |
| Elequin Capital, LP | History | New | 16 | 2 | 0.0% | — | 617 | +16 | New | Q2 2026 | Aug 13, 2026 |
| Highland Investment Advisors LLC | History | New | 14 | 2 | 0.0% | — | 619 | +14 | New | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | New | 13 | 2 | 0.0% | — | 618 | +13 | New | Q2 2026 | Aug 07, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 16 | 2 | 0.0% | 0.0% | 616 | -2 | -11.11% | Q2 2026 | Aug 11, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 18 | 2 | 0.0% | 0.0% | 610 | -1 | -5.26% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 17 | 2 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Byrne Asset Management LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dogwood Wealth Management LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MidFirst Bank | History | No change | 13 | 2 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strive Financial Group ,LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Capital Management LLC | History | Reduced | 6 | 1 | 0.0% | 0.0% | 623 | -43 | -87.76% | Q2 2026 | Aug 06, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 10 | 1 | 0.0% | 0.0% | 625 | -12 | -54.55% | Q2 2026 | Aug 05, 2026 |
| Allied Private Wealth LLC | History | New | 11 | 1 | 0.0% | — | 642 | +11 | New | Q2 2026 | Jul 09, 2026 |
| Cape Investment Advisory, Inc. | History | New | 10 | 1 | 0.0% | — | 637 | +10 | New | Q2 2026 | Jul 23, 2026 |
| SITTNER & NELSON, LLC | History | New | 9 | 1 | 0.0% | — | 636 | +9 | New | Q2 2026 | Aug 07, 2026 |
| Noble Wealth Management PBC | History | New | 9 | 1 | 0.0% | — | 640 | +9 | New | Q2 2026 | Jul 01, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 8 | 1 | 0.0% | — | 634 | +8 | New | Q2 2026 | Jul 21, 2026 |
| Monetary Solutions, Ltd | History | New | 8 | 1 | 0.0% | — | 641 | +8 | New | Q2 2026 | Jul 23, 2026 |
| Trifecta Capital Advisors, LLC | History | New | 7 | 1 | 0.0% | — | 638 | +7 | New | Q2 2026 | Aug 03, 2026 |
| Breakwater Investment Management | History | New | 7 | 1 | 0.0% | — | 639 | +7 | New | Q2 2026 | Aug 06, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 6 | 1 | 0.0% | — | 635 | +6 | New | Q2 2026 | Aug 14, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | New | 3 | 1 | 0.0% | — | 633 | +3 | New | Q2 2026 | Aug 18, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 8 | 1 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 6 | 1 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 5 | 1 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Avion Wealth | History | No change | 10 | 1 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dunhill Financial, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Navigoe, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Benson Wealth Management INC | History | No change | 10 | 1 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essential Investment Partners LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 632 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -41,832 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -31,285 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BEARING POINT CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -22,061 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,763 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Calamos Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -20,763 | -100.0% | Q2 2026 | Jul 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Closed out | 0 | 0 | — | 0.0% | — | -15,767 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,716 | -100.0% | Q2 2026 | Aug 03, 2026 |
| SWP Investment Management LLC | History | Closed out | 0 | 0 | — | 1.85% | — | -12,033 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,641 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Alaethes Wealth, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -9,149 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -7,432 | -100.0% | Q2 2026 | Aug 11, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.86% | — | -6,125 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -4,985 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,495 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,231 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -3,660 | -100.0% | Q2 2026 | Jul 15, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,602 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cordatus Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,914 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Venturi Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,650 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Financial & Tax Architects, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,473 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Severin Investments, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -2,214 | -100.0% | Q2 2026 | Aug 14, 2026 |
| J2 Capital Management Inc | History | Closed out | 0 | 0 | — | 0.31% | — | -2,170 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,999 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Berger Financial Group, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -1,789 | -100.0% | Q2 2026 | Aug 04, 2026 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,751 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,728 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.02% | — | -1,655 | -100.0% | Q2 2026 | Aug 10, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Closed out | 0 | 0 | — | 0.0% | — | -1,544 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | Closed out | 0 | 0 | — | 0.02% | — | -1,518 | -100.0% | Q2 2026 | Aug 20, 2026 |
| Flatrock Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,492 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Resonant Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,487 | -100.0% | Q2 2026 | Jul 24, 2026 |
| SEEDS INVESTOR LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,478 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.07% | — | -1,471 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,456 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,438 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Canopy Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,423 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Brucke Financial, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -1,382 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Hardy Reed LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,381 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Walkner Condon Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,377 | -100.0% | Q2 2026 | Jul 27, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Closed out | 0 | 0 | — | 0.03% | — | -1,339 | -100.0% | Q2 2026 | Jul 07, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.2% | — | -1,328 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,318 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Beverly Hills Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,267 | -100.0% | Q2 2026 | Aug 06, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,259 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -1,240 | -100.0% | Q2 2026 | Aug 13, 2026 |
| a16z Perennial Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,226 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Advisors Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,215 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Capital Advisors Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,205 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.01% | — | -1,187 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Etesian Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -1,184 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,158 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,149 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Trust | History | Closed out | 0 | 0 | — | 0.04% | — | -1,140 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Foster Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,130 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Glenview Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -1,111 | -100.0% | Q2 2026 | Aug 18, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,110 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Penobscot Investment Management Company, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,102 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Net Worth Advisory Group | History | Closed out | 0 | 0 | — | 0.05% | — | -1,096 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Greenspring Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,095 | -100.0% | Q2 2026 | Aug 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,094 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,092 | -100.0% | Q2 2026 | Jul 09, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,089 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,076 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sharp Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,075 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Crestwood Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,073 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,072 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Williams Jones Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,070 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Red Mountain Financial, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -1,070 | -100.0% | Q2 2026 | Jul 21, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,067 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Wellington Shields Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,066 | -100.0% | Q2 2026 | Aug 10, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Closed out | 0 | 0 | — | 0.11% | — | -1,060 | -100.0% | Q2 2026 | Aug 04, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -1,050 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,042 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Argos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,040 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,026 | -100.0% | Q2 2026 | Aug 10, 2026 |
| SevenBridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,016 | -100.0% | Q2 2026 | Aug 12, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,002 | -100.0% | Q2 2026 | Jul 28, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Closed out | 0 | 0 | — | 0.04% | — | -1,000 | -100.0% | Q2 2026 | Aug 06, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q2 2026 | Aug 05, 2026 |
| SFMG, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Tiller Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -1,000 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Altus Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,000 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Core Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,000 | -100.0% | Q2 2026 | Jul 17, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -999 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -996 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -987 | -100.0% | Q2 2026 | Aug 07, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -986 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Sunpointe, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -980 | -100.0% | Q2 2026 | Jul 24, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -781 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -730 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -662 | -100.0% | Q2 2026 | Aug 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -646 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -390 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -390 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -202 | -100.0% | Q2 2026 | Jul 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q2 2026 | Aug 10, 2026 |
| First Pacific Financial | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q2 2026 | Jul 20, 2026 |
| NVWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Jul 28, 2026 |
| V-Square Quantitative Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q2 2026 | Jul 29, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Accent Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -85 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Wall Street Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -82 | -100.0% | Q2 2026 | Jul 13, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -77 | -100.0% | Q2 2026 | Aug 07, 2026 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Missouri Trust & Investment Co | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Morse Asset Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Intentional Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Burk Holdings LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Prestige Wealth Management Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Hilton Head Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q2 2026 | Jul 27, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Downshift Financial, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 12, 2026 |
| Nvest Wealth Strategies, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Walsh & Associates, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Mosley Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 23, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 5 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 5 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Trust Co | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kozak & Associates, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| High Note Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TFC Financial Management, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 5 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investors Portfolio Services LLC | History | No change | 5 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |