VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VGK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 44,950,264 | 3,590,177 | 0.23% | 0.23% | 1 | +356,253 | 0.8% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 17,401,429 | 1,434,399 | 0.09% | 0.08% | 2 | +1,150,698 | 7.08% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 8,750,768 | 721,325 | 7.2% | 7.49% | 3 | +55,442 | 0.64% | Q1 2026 | Apr 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 7,849,565 | 647,039 | 0.07% | 0.1% | 4 | -1,730,232 | -18.06% | Q1 2026 | May 15, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Reduced | 6,764,865 | 557,628 | 6.33% | 8.64% | 5 | -2,371,431 | -25.96% | Q1 2026 | May 11, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 6,318,305 | 520,817 | 1.54% | 1.46% | 6 | +23,837 | 0.38% | Q1 2026 | May 08, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 5,177 | 426,735 | 8.15% | 4.54% | 7 | -28,317 | -84.54% | Q1 2026 | Apr 20, 2026 |
| Fisher Asset Management, LLC | History | Added to | 5,017,454 | 413,588 | 0.14% | 0.14% | 8 | +45,233 | 0.91% | Q1 2026 | May 05, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 4,689,473 | 386,553 | 1.13% | — | 9 | +4,689,473 | New | Q1 2026 | May 08, 2026 |
| VANGUARD GROUP INC | History | No change | 4,379,766 | 366,192 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Added to | 3,842,702 | 316,753 | 0.05% | 0.05% | 11 | +322,757 | 9.17% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,564,266 | 293,802 | 0.02% | 0.02% | 12 | +241,477 | 7.27% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,457,119 | 284,970 | 3.26% | 3.54% | 13 | -287,019 | -7.67% | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,246,890 | 185,211 | 0.03% | 0.03% | 14 | +110,332 | 5.16% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 2,179,189 | 179,631 | 5.68% | 0.02% | 15 | +2,171,619 | 28687.17% | Q1 2026 | May 15, 2026 |
| Elm Partners Management LLC | History | Reduced | 2,117,017 | 169,086 | 7.33% | 8.33% | 16 | -79,108 | -3.6% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 2,006,867 | 165,426 | 0.0% | 0.0% | 17 | +4,096 | 0.2% | Q1 2026 | May 13, 2026 |
| Employees Retirement System of Texas | History | New | 1,997,090 | 164,620 | 1.44% | — | 18 | +1,997,090 | New | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,949,020 | 160,657 | 0.05% | 0.05% | 19 | -44,227 | -2.22% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,946,613 | 160,459 | 0.17% | 0.19% | 20 | -91,017 | -4.47% | Q1 2026 | May 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,927,470 | 158,881 | 1.84% | 2.08% | 21 | -110,724 | -5.43% | Q1 2026 | May 08, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 1,737,421 | 143,215 | 8.34% | 8.71% | 22 | +46,434 | 2.75% | Q1 2026 | Apr 23, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 1,524,542 | 125,667 | 2.92% | 1.93% | 23 | +561,542 | 58.31% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 1,470,304 | 121,197 | 0.08% | 0.08% | 24 | +89,122 | 6.45% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,425,193 | 117,478 | 0.02% | 0.0% | 25 | +1,219,932 | 594.33% | Q1 2026 | May 12, 2026 |
| LINCOLN NATIONAL CORP | History | Reduced | 1,333,959 | 109,958 | 3.18% | 3.27% | 26 | -3,149 | -0.24% | Q1 2026 | May 04, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 1,187,412 | 97,878 | 0.79% | 0.81% | 27 | -50,323 | -4.07% | Q1 2026 | Apr 24, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Reduced | 1,117,555 | 92,120 | 1.04% | 1.47% | 28 | -611,845 | -35.38% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,095,461 | 90,298 | 0.02% | 0.01% | 29 | +8,048 | 0.74% | Q1 2026 | May 15, 2026 |
| Stairway Partners, LLC | History | Added to | 1,035,584 | 85,363 | 4.42% | 4.47% | 30 | +2,460 | 0.24% | Q1 2026 | Apr 02, 2026 |
| Garde Capital, Inc. | History | Added to | 1,006,986 | 83,005 | 4.97% | 4.93% | 31 | +12,857 | 1.29% | Q1 2026 | Apr 28, 2026 |
| LPL Financial LLC | History | Added to | 994,563 | 81,981 | 0.02% | 0.02% | 32 | +109,978 | 12.43% | Q1 2026 | May 06, 2026 |
| GenTrust, LLC | History | Added to | 945,101 | 77,904 | 3.33% | 3.19% | 33 | +61,240 | 6.93% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 907,722 | 75,894 | 0.3% | 0.3% | 34 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 917,125 | 75,598 | 0.07% | 0.07% | 35 | +29,366 | 3.31% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 864,989 | 71,301 | 0.13% | 0.0% | 36 | +860,044 | 17392.19% | Q1 2026 | May 01, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 825,448 | 68,041 | 8.4% | 5.32% | 37 | +329,055 | 66.29% | Q1 2026 | Apr 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 804,557 | 66,319 | 0.04% | 0.04% | 38 | +31,724 | 4.1% | Q1 2026 | May 07, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 780,382 | 64,326 | 3.5% | 3.4% | 39 | +43,000 | 5.83% | Q1 2026 | May 06, 2026 |
| Smithfield Trust Co | History | Added to | 776,110 | 63,915 | 2.78% | 2.87% | 40 | +1,210 | 0.16% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 705,516 | 58,155 | 0.08% | 0.08% | 41 | +22,341 | 3.27% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 703,137 | 57,960 | 0.09% | 0.08% | 42 | +64,001 | 10.01% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 648,752 | 53,476 | 0.03% | 0.01% | 43 | +417,382 | 180.4% | Q1 2026 | May 12, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 638,590 | 52,639 | 9.28% | 9.19% | 44 | +36,962 | 6.14% | Q1 2026 | Apr 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 627,170 | 52,437 | 0.02% | 0.02% | 45 | -125,569 | -16.68% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 625,965 | 51,598 | 0.06% | 0.06% | 46 | +3,534 | 0.57% | Q1 2026 | May 14, 2026 |
| Trustees of Dartmouth College | History | New | 590,190 | 48,649 | 19.34% | — | 47 | +590,190 | New | Q1 2026 | May 14, 2026 |
| Stephens Greth Foundation | History | Added to | 581,343 | 47,920 | 14.98% | 5.87% | 48 | +459,123 | 375.65% | Q1 2026 | May 08, 2026 |
| Haverford Trust Co | History | Reduced | 557,035 | 45,916 | 0.42% | 0.44% | 49 | -28,822 | -4.92% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 321,144 | 45,742 | 0.29% | 0.17% | 50 | +17,682 | 5.83% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 547,923 | 45,165 | 0.01% | 0.03% | 51 | -452,160 | -45.21% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Reduced | 515,272 | 42,473 | 0.0% | 0.0% | 52 | -246,341 | -32.34% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 511,276 | 42,144 | 0.54% | 0.55% | 53 | -9,252 | -1.78% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 503,948 | 41,540 | 1.16% | — | 54 | +503,948 | New | Q1 2026 | Apr 28, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 489,139 | 40,319 | 2.13% | 2.1% | 55 | +599 | 0.12% | Q1 2026 | Apr 27, 2026 |
| Efficient Advisors, LLC | History | Reduced | 488,451 | 40,263 | 2.86% | 2.86% | 56 | -96,907 | -16.56% | Q1 2026 | Apr 29, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 487,396 | 40,176 | 0.01% | 0.09% | 57 | +89,697 | 22.55% | Q1 2026 | May 04, 2026 |
| Ballentine Partners, LLC | History | Added to | 483,387 | 39,845 | 0.55% | 0.55% | 58 | +11,541 | 2.45% | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 470,532 | 38,785 | 4.43% | 4.31% | 59 | +7,392 | 1.6% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Added to | 424,018 | 34,951 | 0.01% | 0.01% | 60 | +84,354 | 24.83% | Q1 2026 | May 11, 2026 |
| Tanager Wealth Management LLP | History | Added to | 396,087 | 32,649 | 3.16% | 3.16% | 61 | +17,784 | 4.7% | Q1 2026 | Apr 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 377,245 | 31,853 | 0.01% | 0.02% | 62 | -715,862 | -65.49% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 380,827 | 30,828 | 0.22% | 0.2% | 63 | +33,227 | 9.56% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 369,203 | 30,433 | 0.0% | 0.0% | 64 | +227,307 | 160.19% | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | Reduced | 360,376 | 29,705 | 0.24% | 0.28% | 65 | -88,108 | -19.65% | Q1 2026 | May 08, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 357,500 | 29,468 | 0.08% | 0.05% | 66 | +105,700 | 41.98% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 328,577 | 27,085 | 0.07% | 0.06% | 67 | +17,495 | 5.62% | Q1 2026 | Apr 22, 2026 |
| Galilei Investment Office LLP | History | Reduced | 326,614 | 26,922 | 13.95% | 13.55% | 68 | -22,267 | -6.38% | Q1 2026 | May 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 320,700 | 26,435 | 0.03% | 0.03% | 69 | -49,300 | -13.32% | Q1 2026 | May 11, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 300,180 | 24,743 | 0.1% | 0.05% | 70 | +125,033 | 71.39% | Q1 2026 | May 15, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Added to | 279,524 | 24,332 | 12.13% | 11.6% | 71 | +26,309 | 10.39% | Q1 2026 | May 01, 2026 |
| Karpus Management, Inc. | History | Added to | 288,827 | 23,808 | 0.74% | 0.71% | 72 | +13,427 | 4.88% | Q1 2026 | May 14, 2026 |
| COURIER CAPITAL LLC | History | Added to | 286,011 | 23,575 | 1.32% | 1.16% | 73 | +38,722 | 15.66% | Q1 2026 | Apr 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 285,884 | 23,565 | 0.04% | 0.05% | 74 | -89,414 | -23.82% | Q1 2026 | May 05, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 284,666 | 23,465 | 2.03% | 2.29% | 75 | -18,583 | -6.13% | Q1 2026 | May 14, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 283,390 | 23,359 | 10.99% | 10.67% | 76 | +2,466 | 0.88% | Q1 2026 | May 12, 2026 |
| WealthBridge Investment Counsel Inc. | History | Added to | 275,542 | 22,713 | 6.93% | 6.71% | 77 | +8,241 | 3.08% | Q1 2026 | Apr 08, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 271,197 | 22,354 | 0.01% | 0.01% | 78 | +1,240 | 0.46% | Q1 2026 | Apr 30, 2026 |
| AlTi Global, Inc. | History | Added to | 265,864 | 21,915 | 0.48% | 0.44% | 79 | +21,926 | 8.99% | Q1 2026 | May 07, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 265,187 | 21,859 | 0.09% | 0.09% | 80 | +10,361 | 4.07% | Q1 2026 | May 13, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 255,116 | 21,029 | 1.81% | 1.68% | 81 | +20,903 | 8.92% | Q1 2026 | Apr 07, 2026 |
| Obsido Oy | History | Reduced | 254,217 | 20,955 | 12.67% | 13.1% | 82 | -877 | -0.34% | Q1 2026 | May 15, 2026 |
| Stelac Advisory Services LLC | History | Added to | 245,370 | 20,225 | 4.09% | 5.37% | 83 | +63,849 | 35.17% | Q1 2026 | May 08, 2026 |
| Journey Advisory Group, LLC | History | Added to | 242,475 | 19,987 | 1.7% | 1.66% | 84 | +5,663 | 2.39% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 242,390 | 19,980 | 0.03% | 0.03% | 85 | -62,763 | -20.57% | Q1 2026 | Apr 27, 2026 |
| BFI Infinity Ltd. | History | Added to | 232,460 | 19,161 | 10.75% | 11.99% | 86 | +1,907 | 0.83% | Q1 2026 | Apr 13, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 227,762 | 18,774 | 0.08% | 0.09% | 87 | -8,725 | -3.69% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Added to | 225,114 | 18,556 | 0.02% | 0.02% | 88 | +55,532 | 32.75% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 224,119 | 18,474 | 0.01% | 0.04% | 89 | -529,707 | -70.27% | Q1 2026 | May 15, 2026 |
| Permian Investment Partners, LP | History | New | 213,000 | 17,557 | 1.94% | — | 90 | +213,000 | New | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 201,482 | 16,829 | 0.05% | 0.08% | 91 | +43,626 | 27.64% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 203,996 | 16,819 | 0.02% | 0.02% | 92 | +19,798 | 10.75% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 203,416 | 16,767 | 0.0% | 0.0% | 93 | +38,384 | 23.26% | Q1 2026 | May 04, 2026 |
| MRA Advisory Group | History | Added to | 192,789 | 15,891 | 6.48% | 6.66% | 94 | +3,078 | 1.62% | Q1 2026 | Apr 22, 2026 |
| Hirtle & Co., LLC | History | Added to | 191,311 | 15,769 | 0.54% | 0.32% | 95 | +77,884 | 68.66% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 191,044 | 15,747 | 0.0% | 0.0% | 96 | +131,918 | 223.11% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 190,632 | 15,713 | 0.02% | 0.02% | 97 | +4,468 | 2.4% | Q1 2026 | May 14, 2026 |
| Zeit Capital LLC | History | Reduced | 190,260 | 15,683 | 10.5% | 11.41% | 98 | -11,874 | -5.87% | Q1 2026 | May 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 190,000 | 15,661 | 0.06% | 0.05% | 99 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 189,517 | 15,621 | 2.06% | 2.13% | 100 | +6,055 | 3.3% | Q1 2026 | Apr 28, 2026 |
| Corient Private Wealth LLC | History | Added to | 230,933 | 15,536 | 0.02% | 0.02% | 101 | +38,571 | 20.05% | Q1 2026 | May 15, 2026 |
| Greenline Partners, LLC | History | Reduced | 188,215 | 15,514 | 1.67% | 1.84% | 102 | -3,764 | -1.96% | Q1 2026 | May 15, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Added to | 187,282 | 15,437 | 8.37% | 6.89% | 103 | +5,310 | 2.92% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 185,453 | 15,286 | 0.01% | 0.01% | 104 | +2,549 | 1.39% | Q1 2026 | May 08, 2026 |
| Vident Advisory, LLC | History | Reduced | 179,940 | 14,832 | 0.13% | 0.14% | 105 | -1,657 | -0.91% | Q1 2026 | May 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 179,925 | 14,831 | 0.22% | 0.22% | 106 | -869 | -0.48% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 172,820 | 14,245 | 0.03% | 0.02% | 107 | +22,307 | 14.82% | Q1 2026 | May 14, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Added to | 172,160 | 14,191 | 4.26% | 4.32% | 108 | +1,379 | 0.81% | Q1 2026 | May 07, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 172,073 | 14,183 | 3.26% | 3.42% | 109 | -7,574 | -4.22% | Q1 2026 | Apr 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 169,839 | 13,999 | 0.04% | 0.03% | 110 | +8,393 | 5.2% | Q1 2026 | May 04, 2026 |
| Leo Wealth, LLC | History | Reduced | 166,263 | 13,704 | 1.0% | 1.15% | 111 | -23,852 | -12.55% | Q1 2026 | May 05, 2026 |
| Sunflower Bank, N.A. | History | Added to | 165,448 | 13,637 | 3.48% | 3.45% | 112 | +1,549 | 0.95% | Q1 2026 | Apr 10, 2026 |
| Sierra Capital LLC | History | Added to | 162,335 | 13,381 | 1.46% | 1.3% | 113 | +14,996 | 10.18% | Q1 2026 | May 15, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 158,430 | 13,059 | 3.66% | 3.91% | 114 | -34,580 | -17.92% | Q1 2026 | Apr 22, 2026 |
| Accredited Investors Inc. | History | Reduced | 154,210 | 12,711 | 0.68% | 1.95% | 115 | -283,865 | -64.8% | Q1 2026 | Apr 30, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 153,873 | 12,683 | 2.62% | 2.67% | 116 | -5,946 | -3.72% | Q1 2026 | Apr 21, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 153,826 | 12,679 | 3.5% | 3.45% | 117 | -13,002 | -7.79% | Q1 2026 | Apr 28, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 153,344 | 12,640 | 0.02% | 0.02% | 118 | -15,836 | -9.36% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 152,767 | 12,592 | 0.0% | 0.0% | 119 | +3,318 | 2.22% | Q1 2026 | May 13, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 151,992 | 12,528 | 2.47% | 2.59% | 120 | +4,321 | 2.93% | Q1 2026 | Apr 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 151,639 | 12,499 | 0.04% | 0.01% | 121 | +92,617 | 156.92% | Q1 2026 | May 08, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 151,069 | 12,452 | 0.77% | 0.59% | 122 | +33,957 | 29.0% | Q1 2026 | May 13, 2026 |
| Madison Asset Management, LLC | History | Reduced | 149,407 | 12,315 | 0.15% | 0.26% | 123 | -116,753 | -43.87% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 148,567 | 12,246 | 0.07% | 0.07% | 124 | +2,874 | 1.97% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 147,284 | 12,140 | 0.0% | 0.0% | 125 | -1,516 | -1.02% | Q1 2026 | May 13, 2026 |
| GFS Advisors, LLC | History | Reduced | 149,009 | 12,137 | 1.55% | 1.53% | 126 | -4,862 | -3.16% | Q1 2026 | Apr 30, 2026 |
| Allied Investment Advisors, LLC | History | Added to | 143,411 | 11,821 | 1.69% | 1.56% | 127 | +22,624 | 18.73% | Q1 2026 | Apr 27, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 142,205 | 11,721 | 4.68% | 4.63% | 128 | +4,500 | 3.27% | Q1 2026 | May 11, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 140,149 | 11,552 | 2.4% | 2.4% | 129 | +979 | 0.7% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 138,261 | 11,506 | 0.02% | 0.02% | 130 | -10,179 | -6.86% | Q1 2026 | Apr 08, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 137,940 | 11,370 | 0.13% | 0.14% | 131 | -5,764 | -4.01% | Q1 2026 | May 15, 2026 |
| Keystone Global Partners, LLC | History | Added to | 137,259 | 11,314 | 5.02% | 5.03% | 132 | +442 | 0.32% | Q1 2026 | Apr 24, 2026 |
| Pictet North America Advisors SA | History | Added to | 136,085 | 11,217 | 1.11% | 0.32% | 133 | +95,307 | 233.72% | Q1 2026 | Apr 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 135,768 | 11,191 | 0.17% | 0.22% | 134 | +4,972 | 3.8% | Q1 2026 | May 15, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 135,194 | 11,144 | 0.18% | 0.09% | 135 | +63,090 | 87.5% | Q1 2026 | May 15, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 133,411 | 10,997 | 1.94% | 1.62% | 136 | +26,581 | 24.88% | Q1 2026 | Apr 20, 2026 |
| Avior Wealth Management, LLC | History | New | 130,098 | 10,723 | 0.3% | — | 137 | +130,098 | New | Q1 2026 | Apr 09, 2026 |
| Waverly Advisors, LLC | History | Added to | 128,044 | 10,554 | 0.08% | 0.08% | 138 | +10,019 | 8.49% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | New | 125,200 | 10,320 | 0.0% | — | 139 | +125,200 | New | Q1 2026 | May 14, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Added to | 123,620 | 10,189 | 1.43% | 1.36% | 140 | +6,957 | 5.96% | Q1 2026 | May 15, 2026 |
| Jacobs Equity LLC | History | Reduced | 112,435 | 10,032 | 8.98% | 9.1% | 141 | -604 | -0.53% | Q1 2026 | May 14, 2026 |
| GoalVest Advisory LLC | History | Added to | 119,785 | 9,873 | 1.93% | 1.75% | 142 | +10,205 | 9.31% | Q1 2026 | Apr 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 114,877 | 9,469 | 0.01% | 0.01% | 143 | -8,501 | -6.89% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 112,836 | 9,301 | 0.04% | 0.03% | 144 | +33,658 | 42.51% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 111,906 | 9,224 | 0.0% | 0.0% | 145 | +27,379 | 32.39% | Q1 2026 | May 15, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 110,978 | 9,147 | 0.2% | 0.19% | 146 | +14,023 | 14.46% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 110,978 | 9,147 | 0.17% | 0.17% | 147 | +14,023 | 14.46% | Q1 2026 | May 06, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 108,871 | 8,974 | 2.86% | 2.39% | 148 | +14,927 | 15.89% | Q1 2026 | Apr 23, 2026 |
| NORTHERN TRUST CORP | History | Added to | 106,742 | 8,798 | 0.0% | 0.0% | 149 | +7,048 | 7.07% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 105,898 | 8,729 | 0.01% | 0.01% | 150 | -22,510 | -17.53% | Q1 2026 | May 15, 2026 |
| LM Advisors LLC | History | Added to | 703 | 8,528 | 0.13% | 0.13% | 151 | +86 | 13.94% | Q1 2026 | May 13, 2026 |
| Silphium Asset Management Ltd | History | Added to | 101,400 | 8,358 | 3.17% | 3.17% | 152 | +12,100 | 13.55% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 98,843 | 8,147 | 0.06% | 0.06% | 153 | +1,432 | 1.47% | Q1 2026 | May 01, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 97,849 | 8,065 | 0.01% | 0.01% | 154 | -11,298 | -10.35% | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 97,692 | 8,052 | 0.3% | 0.28% | 155 | +244 | 0.25% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 96,880 | 7,985 | 0.0% | 0.0% | 156 | +74,603 | 334.89% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 96,426 | 7,948 | 0.01% | 0.01% | 157 | +7,340 | 8.24% | Q1 2026 | Apr 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 95,889 | 7,904 | 0.08% | 0.04% | 158 | +52,939 | 123.26% | Q1 2026 | May 08, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 94,319 | 7,774 | 0.82% | 0.17% | 159 | +83,503 | 772.03% | Q1 2026 | Apr 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 92,541 | 7,628 | 0.0% | 0.0% | 160 | +9,041 | 10.83% | Q1 2026 | May 05, 2026 |
| Grange Capital, LLC | History | Added to | 92,265 | 7,605 | 7.58% | 7.3% | 161 | +1,337 | 1.47% | Q1 2026 | Apr 28, 2026 |
| Burton Enright Welch | History | Reduced | 91,064 | 7,506 | 1.02% | 1.1% | 162 | -2,060 | -2.21% | Q1 2026 | May 01, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Reduced | 90,715 | 7,477 | 2.28% | 2.27% | 163 | -1,444 | -1.57% | Q1 2026 | May 13, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 86,121 | 7,098 | 2.37% | 2.39% | 164 | -712 | -0.82% | Q1 2026 | Apr 14, 2026 |
| Fluent Financial, LLC | History | Added to | 80,299 | 7,037 | 2.57% | 2.55% | 165 | +244 | 0.3% | Q1 2026 | Apr 15, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 84,353 | 6,953 | 3.78% | 3.53% | 166 | +7,522 | 9.79% | Q1 2026 | May 15, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | Added to | 84,148 | 6,936 | 5.74% | 2.63% | 167 | +45,953 | 120.31% | Q1 2026 | Apr 21, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 82,461 | 6,797 | 7.61% | 4.09% | 168 | +37,255 | 82.41% | Q1 2026 | May 08, 2026 |
| Addis & Hill, Inc | History | Added to | 82,058 | 6,764 | 4.11% | 4.12% | 169 | +640 | 0.79% | Q1 2026 | Apr 16, 2026 |
| Magnus Financial Group LLC | History | Added to | 80,449 | 6,631 | 0.54% | 0.49% | 170 | +3,346 | 4.34% | Q1 2026 | Apr 10, 2026 |
| WESBANCO BANK INC | History | Added to | 79,898 | 6,585 | 0.18% | 0.18% | 171 | +1,938 | 2.49% | Q1 2026 | Apr 21, 2026 |
| IPG Investment Advisors LLC | History | Added to | 78,592 | 6,478 | 1.11% | 1.04% | 172 | +7,431 | 10.44% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 77,587 | 6,395 | 0.01% | 0.01% | 173 | +19,250 | 33.0% | Q1 2026 | May 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 77,021 | 6,348 | 0.15% | 0.27% | 174 | +9,710 | 14.43% | Q1 2026 | Apr 27, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 76,289 | 6,287 | 0.8% | 0.76% | 175 | +2,085 | 2.81% | Q1 2026 | Apr 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 74,719 | 6,159 | 0.17% | 0.17% | 176 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 74,041 | 6,103 | 0.07% | 0.07% | 177 | +7,939 | 12.01% | Q1 2026 | May 15, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 73,512 | 6,060 | 2.36% | 2.41% | 178 | -743 | -1.0% | Q1 2026 | May 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 72,632 | 5,987 | 0.02% | 0.02% | 179 | -10 | -0.01% | Q1 2026 | May 13, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 72,244 | 5,955 | 0.3% | 0.02% | 180 | +68,559 | 1860.49% | Q1 2026 | May 04, 2026 |
| Innova Wealth Partners | History | Added to | 69,528 | 5,731 | 2.71% | 0.39% | 181 | +60,199 | 645.29% | Q1 2026 | Apr 24, 2026 |
| Mirador Capital Partners LP | History | Added to | 69,196 | 5,703 | 0.81% | 0.79% | 182 | +110 | 0.16% | Q1 2026 | Apr 08, 2026 |
| Wealthfront Advisers LLC | History | Added to | 68,393 | 5,637 | 0.01% | 0.01% | 183 | +2,303 | 3.48% | Q1 2026 | May 05, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 67,266 | 5,544 | 1.85% | 1.8% | 184 | +1,862 | 2.85% | Q1 2026 | Apr 29, 2026 |
| Cedar Wealth Management, LLC | History | No change | 66,596 | 5,489 | 1.6% | 1.67% | 185 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Added to | 66,461 | 5,478 | 0.01% | 0.0% | 186 | +44,741 | 205.99% | Q1 2026 | May 15, 2026 |
| Cavalier Investments, LLC | History | Reduced | 65,057 | 5,362 | 0.14% | 0.3% | 187 | -5,757 | -8.13% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 63,637 | 5,245 | 0.02% | 0.03% | 188 | -761 | -1.18% | Q1 2026 | Apr 24, 2026 |
| Rathbones Group PLC | History | Reduced | 62,648 | 5,164 | 0.02% | 0.02% | 189 | -1,935 | -3.0% | Q1 2026 | May 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 62,003 | 5,110 | 0.41% | 0.44% | 190 | -1,670 | -2.62% | Q1 2026 | May 15, 2026 |
| Vectors Research Management, LLC | History | Added to | 61,400 | 5,061 | 1.48% | 0.47% | 191 | +43,046 | 234.53% | Q1 2026 | May 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 61,123 | 5,038 | 0.14% | 0.19% | 192 | -28,937 | -32.13% | Q1 2026 | Apr 27, 2026 |
| Sarasin & Partners LLP | History | Reduced | 59,965 | 4,942 | 0.06% | 0.09% | 193 | -47,676 | -44.29% | Q1 2026 | Apr 13, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 59,110 | 4,872 | 0.14% | 0.17% | 194 | -13,877 | -19.01% | Q1 2026 | May 11, 2026 |
| Cooksen Wealth, LLC | History | Added to | 58,417 | 4,815 | 3.5% | 3.47% | 195 | +1,605 | 2.83% | Q1 2026 | Apr 30, 2026 |
| EFG International AG | History | Reduced | 58,235 | 4,800 | 0.1% | 0.11% | 196 | -9,908 | -14.54% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 58,178 | 4,795 | 0.02% | — | 197 | +58,178 | New | Q1 2026 | May 08, 2026 |
| Blue Edge Capital, LLC | History | No change | 57,278 | 4,789 | 0.64% | 0.64% | 198 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockingstone Advisors LLC | History | Added to | 58,047 | 4,784 | 2.19% | 2.2% | 199 | +345 | 0.6% | Q1 2026 | Apr 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 57,038 | 4,701 | 0.02% | 0.02% | 200 | +7,643 | 15.47% | Q1 2026 | Apr 30, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 56,891 | 4,689 | 1.95% | 1.82% | 201 | +7,293 | 14.7% | Q1 2026 | May 01, 2026 |
| Tiller Private Wealth, Inc. | History | Reduced | 55,427 | 4,568 | 1.62% | 1.81% | 202 | -5,355 | -8.81% | Q1 2026 | Apr 22, 2026 |
| Vanguard National Trust Co | History | New | 54,275 | 4,473 | 0.28% | — | 203 | +54,275 | New | Q1 2026 | May 08, 2026 |
| Addison Advisors LLC | History | Reduced | 53,675 | 4,424 | 0.98% | 1.01% | 204 | -23 | -0.04% | Q1 2026 | May 08, 2026 |
| Hilltop Holdings Inc. | History | Added to | 53,389 | 4,400 | 0.4% | 0.24% | 205 | +5,233 | 10.87% | Q1 2026 | May 14, 2026 |
| Hyposwiss Advisors SA | History | No change | 53,292 | 4,392 | 4.34% | 4.37% | 206 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 52,416 | 4,320 | 0.01% | 0.01% | 207 | +10,209 | 24.19% | Q1 2026 | May 15, 2026 |
| Ledyard National Bank | History | Reduced | 51,758 | 4,266 | 0.37% | 0.39% | 208 | -2,945 | -5.38% | Q1 2026 | Apr 24, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 51,373 | 4,234 | 0.99% | 1.01% | 209 | +2,051 | 4.16% | Q1 2026 | Apr 24, 2026 |
| MorganRosel Wealth Management, LLC | History | New | 51,340 | 4,231 | 1.67% | — | 210 | +51,340 | New | Q1 2026 | May 06, 2026 |
| Amitell Capital Pte Ltd | History | Added to | 50,789 | 4,186 | 6.71% | 2.37% | 211 | +25,410 | 100.12% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 49,144 | 4,050 | 0.0% | 0.0% | 212 | +4,654 | 10.46% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 48,608 | 4,006 | 0.05% | 0.05% | 213 | +3,777 | 8.42% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 48,260 | 3,978 | 0.01% | 0.01% | 214 | +204 | 0.42% | Q1 2026 | May 15, 2026 |
| Circle Wealth Management, LLC | History | No change | 48,151 | 3,969 | 0.06% | 0.06% | 215 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sharper & Granite LLC | History | Added to | 47,838 | 3,943 | 1.35% | 1.4% | 216 | +305 | 0.64% | Q1 2026 | Apr 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 47,301 | 3,899 | 0.05% | 0.04% | 217 | +11,410 | 31.79% | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Added to | 46,574 | 3,798 | 0.02% | 0.02% | 218 | +243 | 0.52% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 47,752 | 3,793 | 0.0% | 0.0% | 219 | +14,279 | 42.66% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Added to | 43,041 | 3,733 | 0.12% | 0.13% | 220 | +2 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 45,078 | 3,716 | 0.01% | 0.01% | 221 | +2,699 | 6.37% | Q1 2026 | Apr 30, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 44,842 | 3,696 | 2.23% | 2.08% | 222 | +5,302 | 13.41% | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 44,502 | 3,668 | 0.0% | 0.0% | 223 | +13,014 | 41.33% | Q1 2026 | May 15, 2026 |
| Trinity Wealth Management, LLC | History | New | 44,129 | 3,637 | 1.34% | — | 224 | +44,129 | New | Q1 2026 | Apr 17, 2026 |
| Skyview Financial Group LLC | History | No change | 42,103 | 3,520 | 3.63% | 3.63% | 225 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| MAI Capital Management | History | Added to | 42,468 | 3,500 | 0.02% | 0.02% | 226 | +4,911 | 13.08% | Q1 2026 | May 15, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 41,821 | 3,447 | 0.32% | 0.33% | 227 | -5,375 | -11.39% | Q1 2026 | Apr 30, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 41,545 | 3,424 | 0.14% | 0.14% | 228 | +320 | 0.78% | Q1 2026 | Apr 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 40,919 | 3,421 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 40,958 | 3,376 | 0.08% | 0.08% | 230 | +3,892 | 10.5% | Q1 2026 | Apr 29, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 40,100 | 3,305 | 0.14% | 0.14% | 231 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| S&CO INC | History | No change | 40,000 | 3,297 | 0.2% | 0.21% | 232 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CIBC Bancorp USA Inc. | History | New | 39,299 | 3,268 | 0.0% | — | 233 | +39,299 | New | Q1 2026 | May 12, 2026 |
| LOM Asset Management Ltd | History | Added to | 39,498 | 3,255 | 0.94% | 0.89% | 234 | +2,630 | 7.13% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 38,589 | 3,180 | 0.02% | 0.02% | 235 | +4,098 | 11.88% | Q1 2026 | May 08, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 38,428 | 3,167 | 0.02% | 0.01% | 236 | +13,353 | 53.25% | Q1 2026 | May 07, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | New | 37,526 | 3,093 | 0.56% | — | 237 | +37,526 | New | Q1 2026 | May 01, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 37,484 | 3,089 | 0.05% | 0.05% | 238 | +1,792 | 5.02% | Q1 2026 | Apr 20, 2026 |
| Capital Squared Financial LLC | History | Added to | 37,482 | 3,089 | 2.36% | 2.35% | 239 | +1,368 | 3.79% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 37,311 | 3,075 | 0.02% | 0.01% | 240 | +15,229 | 68.97% | Q1 2026 | May 15, 2026 |
| Forum Finance Group S.A. | History | New | 46,131 | 3,073 | 1.67% | — | 241 | +46,131 | New | Q1 2026 | May 07, 2026 |
| WealthShield Partners, LLC | History | Reduced | 36,795 | 3,032 | 0.34% | 0.35% | 242 | -1,434 | -3.75% | Q1 2026 | May 01, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 36,265 | 2,989 | 0.04% | 0.05% | 243 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 36,143 | 2,979 | 0.16% | — | 244 | +36,143 | New | Q1 2026 | Apr 30, 2026 |
| Vontobel Holding Ltd. | History | Added to | 35,881 | 2,957 | 0.01% | 0.01% | 245 | +3,784 | 11.79% | Q1 2026 | May 08, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 35,613 | 2,935 | 0.38% | 0.63% | 246 | -22,895 | -39.13% | Q1 2026 | May 04, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 34,930 | 2,922 | 1.36% | 1.36% | 247 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Birnam Oak Advisors, LP | History | Reduced | 35,000 | 2,885 | 0.65% | 0.84% | 248 | -10,000 | -22.22% | Q1 2026 | May 12, 2026 |
| Liquid Strategies, LLC | History | New | 34,830 | 2,871 | 0.62% | — | 249 | +34,830 | New | Q1 2026 | May 01, 2026 |
| Kensington Asset Management, LLC | History | New | 34,830 | 2,871 | 0.16% | — | 250 | +34,830 | New | Q1 2026 | May 21, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 34,717 | 2,861 | 0.78% | 0.55% | 251 | +10,570 | 43.77% | Q1 2026 | May 11, 2026 |
| Bonfire Financial | History | New | 34,418 | 2,837 | 2.13% | — | 253 | +34,418 | New | Q1 2026 | May 06, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 34,422 | 2,837 | 0.19% | 0.22% | 252 | -4,006 | -10.42% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 34,134 | 2,813 | 0.0% | 0.01% | 254 | -3,858 | -10.15% | Q1 2026 | May 14, 2026 |
| Hickory Point Bank & Trust | History | Added to | 34,067 | 2,808 | 1.85% | 2.06% | 255 | +153 | 0.45% | Q1 2026 | Apr 03, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 34,021 | 2,804 | 0.0% | 0.0% | 256 | +595 | 1.78% | Q1 2026 | May 14, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 33,849 | 2,790 | 0.63% | 0.64% | 257 | +134 | 0.4% | Q1 2026 | Apr 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 33,801 | 2,786 | 0.2% | 0.19% | 258 | +1,789 | 5.59% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 33,522 | 2,763 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Marex Group plc | History | Added to | 33,200 | 2,736 | 0.02% | 0.01% | 260 | +11,400 | 52.29% | Q1 2026 | May 13, 2026 |
| Mechanics Bank Trust Department | History | Added to | 33,074 | 2,726 | 0.38% | 0.32% | 261 | +3,777 | 12.89% | Q1 2026 | Apr 09, 2026 |
| Madson Wealth Advisors Inc | History | New | 32,866 | 2,709 | 2.25% | — | 262 | +32,866 | New | Q1 2026 | Apr 21, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 32,259 | 2,659 | 0.21% | 0.22% | 263 | -1,569 | -4.64% | Q1 2026 | Apr 24, 2026 |
| E&G Advisors, LP | History | Reduced | 32,261 | 2,654 | 0.59% | 0.62% | 264 | -1,084 | -3.25% | Q1 2026 | Apr 21, 2026 |
| Expressive Wealth LLC | History | Reduced | 29,215 | 2,606 | 2.48% | 2.66% | 265 | -208 | -0.71% | Q1 2026 | May 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 31,421 | 2,590 | 0.03% | 0.03% | 266 | -737 | -2.29% | Q1 2026 | Apr 21, 2026 |
| Montecito Bank & Trust | History | Added to | 31,216 | 2,573 | 0.42% | 0.38% | 267 | +2,920 | 10.32% | Q1 2026 | Apr 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 31,114 | 2,564 | 0.06% | 0.04% | 268 | +10,823 | 53.34% | Q1 2026 | May 15, 2026 |
| Evanson Asset Management, LLC | History | Added to | 30,353 | 2,501 | 0.13% | 0.14% | 269 | +60 | 0.2% | Q1 2026 | Apr 08, 2026 |
| New Millennium Group LLC | History | No change | 29,659 | 2,479 | 1.07% | 1.07% | 270 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 29,790 | 2,453 | 0.02% | 0.03% | 271 | +2,828 | 10.49% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 29,607 | 2,440 | 0.02% | 0.03% | 272 | +500 | 1.72% | Q1 2026 | May 06, 2026 |
| CERTUITY, LLC | History | Added to | 29,000 | 2,390 | 0.16% | 0.15% | 273 | +500 | 1.75% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 28,551 | 2,350 | 0.0% | 0.04% | 274 | -434,400 | -93.83% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 28,465 | 2,346 | 0.04% | 0.04% | 275 | +1,804 | 6.77% | Q1 2026 | Apr 27, 2026 |
| Integrated Advisors Network LLC | History | New | 28,209 | 2,325 | 0.12% | — | 276 | +28,209 | New | Q1 2026 | Apr 28, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 27,792 | 2,290 | 0.0% | 0.0% | 277 | -654 | -2.3% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 27,627 | 2,277 | 0.01% | 0.01% | 278 | +1,263 | 4.79% | Q1 2026 | May 13, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 28,563 | 2,245 | 0.03% | 0.02% | 279 | +4,534 | 18.87% | Q1 2026 | Apr 22, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Added to | 26,943 | 2,220 | 1.45% | 1.32% | 280 | +2,542 | 10.42% | Q1 2026 | Apr 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 26,750 | 2,205 | 0.04% | 0.04% | 281 | +2,519 | 10.4% | Q1 2026 | Apr 10, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 26,581 | 2,191 | 0.03% | 0.03% | 282 | -452 | -1.67% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 26,292 | 2,167 | 0.0% | 0.0% | 283 | +7,942 | 43.28% | Q1 2026 | May 15, 2026 |
| River Street Advisors LLC | History | Reduced | 26,226 | 2,161 | 0.73% | 1.13% | 284 | -9,767 | -27.14% | Q1 2026 | Apr 21, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 26,092 | 2,150 | 0.04% | 0.05% | 285 | -791 | -2.94% | Q1 2026 | May 14, 2026 |
| First Bank & Trust | History | No change | 25,479 | 2,100 | 0.34% | 0.35% | 286 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PJT Investments Corp. | History | Added to | 25,376 | 2,091 | 0.83% | 1.24% | 287 | +100 | 0.4% | Q1 2026 | May 14, 2026 |
| Global Endowment Management, LP | History | Added to | 25,000 | 2,061 | 0.23% | 0.05% | 288 | +20,000 | 400.0% | Q1 2026 | May 14, 2026 |
| Liberty Capital Management, Inc. | History | No change | 24,444 | 2,043 | 0.38% | 0.38% | 289 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 24,738 | 2,039 | 0.85% | 0.83% | 290 | +22 | 0.09% | Q1 2026 | Apr 22, 2026 |
| COOPERMAN LEON G | History | No change | 24,693 | 2,035 | 0.07% | 0.07% | 291 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 24,537 | 2,022 | 0.04% | 0.04% | 292 | -310 | -1.25% | Q1 2026 | May 07, 2026 |
| Rothschild & Co Wealth Management UK Ltd | History | Reduced | 24,443 | 2,014 | 0.03% | 0.07% | 293 | -31,691 | -56.46% | Q1 2026 | May 08, 2026 |
| SG Americas Securities, LLC | History | Added to | 24,216 | 1,996 | 0.0% | 0.0% | 294 | +21,780 | 894.09% | Q1 2026 | Apr 16, 2026 |
| F&V Capital Management, LLC | History | Added to | 24,212 | 1,996 | 0.42% | 0.4% | 295 | +1,710 | 7.6% | Q1 2026 | Apr 27, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 24,218 | 1,996 | 0.28% | 0.28% | 296 | +68 | 0.28% | Q1 2026 | May 14, 2026 |
| Summit Asset Management, LLC | History | Reduced | 24,048 | 1,982 | 0.28% | 0.3% | 297 | -1,342 | -5.29% | Q1 2026 | May 08, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 23,318 | 1,949 | 0.17% | 0.17% | 298 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 23,509 | 1,943 | 0.1% | 0.1% | 299 | -1,545 | -6.17% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 23,566 | 1,942 | 0.05% | 0.05% | 300 | +260 | 1.12% | Q1 2026 | May 14, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 23,289 | 1,919 | 0.17% | — | 301 | +23,289 | New | Q1 2026 | Apr 08, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 23,099 | 1,904 | 0.65% | 0.7% | 302 | +16 | 0.07% | Q1 2026 | Apr 14, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 23,006 | 1,896 | 0.13% | 0.13% | 303 | +220 | 0.97% | Q1 2026 | May 05, 2026 |
| Cornerstone Capital, Inc. | History | No change | 23,000 | 1,895 | 0.19% | 0.19% | 304 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 22,474 | 1,879 | 0.27% | 0.27% | 305 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 22,727 | 1,873 | 0.0% | 0.0% | 306 | -92 | -0.4% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Added to | 22,526 | 1,856 | 0.0% | 0.0% | 307 | +171 | 0.76% | Q1 2026 | May 14, 2026 |
| PARTHENON LLC | History | Reduced | 22,256 | 1,834 | 0.21% | 0.2% | 308 | -144 | -0.64% | Q1 2026 | Apr 28, 2026 |
| Essex Financial Services, Inc. | History | Added to | 22,051 | 1,817 | 0.1% | 0.1% | 309 | +1 | 0.0% | Q1 2026 | Apr 24, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 21,802 | 1,797 | 0.02% | 0.02% | 310 | +1,026 | 4.94% | Q1 2026 | May 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 21,741 | 1,792 | 0.43% | 0.27% | 311 | +9,512 | 77.78% | Q1 2026 | Apr 24, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 21,500 | 1,767 | 0.82% | 0.89% | 312 | -800 | -3.59% | Q1 2026 | Apr 22, 2026 |
| Hedges Asset Management LLC | History | No change | 21,000 | 1,755 | 1.24% | 1.24% | 313 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Chicago Capital, LLC | History | Added to | 20,978 | 1,729 | 0.05% | 0.04% | 314 | +1 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Phoenix Financial Ltd. | History | Added to | 20,461 | 1,685 | 0.02% | 0.02% | 315 | +800 | 4.07% | Q1 2026 | May 11, 2026 |
| REBALANCE, LLC | History | Reduced | 20,449 | 1,685 | 0.1% | 0.1% | 316 | -142 | -0.69% | Q1 2026 | May 11, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 19,820 | 1,633 | 0.07% | 0.07% | 317 | -31 | -0.16% | Q1 2026 | May 11, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 19,524 | 1,609 | 0.05% | 0.04% | 318 | +3,376 | 20.91% | Q1 2026 | Apr 21, 2026 |
| Disciplined Investments, LLC | History | Reduced | 19,281 | 1,589 | 0.57% | 0.62% | 319 | -130 | -0.67% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 18,951 | 1,562 | 0.03% | 0.03% | 320 | +1,291 | 7.31% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Added to | 18,916 | 1,559 | 0.0% | 0.0% | 321 | +2,784 | 17.26% | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 18,714 | 1,542 | 0.08% | 0.08% | 322 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Breakwater Investment Management | History | Added to | 18,538 | 1,528 | 0.57% | 0.56% | 323 | +181 | 0.99% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 18,559 | 1,527 | 0.01% | 0.01% | 324 | +1,784 | 10.63% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 18,405 | 1,517 | 0.0% | — | 326 | +18,405 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 18,143 | 1,517 | 0.01% | 0.02% | 325 | -7,013 | -27.88% | Q1 2026 | Apr 07, 2026 |
| Custos Family Office, LLC | History | No change | 18,095 | 1,512 | 1.03% | 1.03% | 327 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 18,246 | 1,504 | 0.05% | 0.01% | 328 | +15,095 | 479.05% | Q1 2026 | May 19, 2026 |
| Headlands Technologies LLC | History | Reduced | 18,223 | 1,502 | 0.17% | 0.35% | 329 | -32,603 | -64.15% | Q1 2026 | May 13, 2026 |
| Unconventional Investor, LLC | History | Added to | 18,065 | 1,489 | 0.71% | 0.71% | 330 | +74 | 0.41% | Q1 2026 | May 18, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 17,711 | 1,459 | 0.02% | 0.02% | 331 | +493 | 2.86% | Q1 2026 | Apr 20, 2026 |
| RiverGlades Family Offices LLC | History | New | 17,672 | 1,456 | 0.86% | — | 332 | +17,672 | New | Q1 2026 | May 13, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | New | 17,541 | 1,445 | 0.51% | — | 333 | +17,541 | New | Q1 2026 | Apr 15, 2026 |
| CHOREO, LLC | History | Reduced | 17,473 | 1,440 | 0.02% | 0.02% | 334 | -449 | -2.51% | Q1 2026 | May 12, 2026 |
| Prism Advisors, Inc. | History | No change | 17,362 | 1,431 | 0.38% | 0.39% | 335 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Apella Capital, LLC | History | Added to | 15,707 | 1,398 | 0.02% | 0.01% | 336 | +12,298 | 360.75% | Q1 2026 | Apr 20, 2026 |
| Bridgewater Advisors Inc. | History | No change | 15,710 | 1,376 | 0.08% | 0.09% | 337 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 16,591 | 1,367 | 0.01% | 0.01% | 338 | +2,501 | 17.75% | Q1 2026 | Apr 27, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 16,561 | 1,365 | 0.08% | 0.06% | 339 | +4,331 | 35.41% | Q1 2026 | Apr 09, 2026 |
| Lummis Asset Management, LP | History | Added to | 16,504 | 1,362 | 0.81% | 0.83% | 340 | +270 | 1.66% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 16,522 | 1,361 | 0.01% | 0.01% | 341 | -364 | -2.16% | Q1 2026 | Apr 30, 2026 |
| Empowered Funds, LLC | History | New | 16,206 | 1,335 | 0.01% | — | 342 | +16,206 | New | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 15,993 | 1,318 | 0.06% | 0.01% | 343 | +12,160 | 317.24% | Q1 2026 | May 18, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 15,968 | 1,316 | 0.3% | 0.31% | 344 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Legacy PCG, LLC | History | Reduced | 15,879 | 1,308 | 7.03% | 4.89% | 345 | -78,512 | -83.18% | Q1 2026 | May 15, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 15,701 | 1,294 | 0.08% | 0.04% | 346 | +7,374 | 88.56% | Q1 2026 | Apr 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 15,672 | 1,291 | 0.03% | 0.03% | 347 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 15,116 | 1,266 | 0.74% | 0.75% | 348 | +195 | 1.31% | Q1 2026 | Apr 08, 2026 |
| Quantitative Investment Management, LLC | History | Reduced | 15,288 | 1,260 | 0.13% | 0.28% | 349 | -19,217 | -55.69% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 15,225 | 1,255 | 0.01% | 0.0% | 350 | -115 | -0.75% | Q1 2026 | May 14, 2026 |
| Heirloom Wealth Management | History | New | 15,183 | 1,251 | 0.23% | — | 351 | +15,183 | New | Q1 2026 | Apr 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 15,074 | 1,242 | 0.3% | 0.34% | 352 | -1,639 | -9.81% | Q1 2026 | May 01, 2026 |
| NWAM LLC | History | Added to | 14,978 | 1,234 | 0.07% | 0.07% | 353 | +117 | 0.79% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | New | 14,708 | 1,212 | 0.0% | — | 354 | +14,708 | New | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 14,543 | 1,198 | 0.11% | 0.11% | 355 | -182 | -1.24% | Q1 2026 | Apr 30, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 14,533 | 1,197 | 0.36% | 0.36% | 356 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 14,499 | 1,195 | 0.06% | 0.05% | 357 | +2,449 | 20.32% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 14,491 | 1,194 | 0.01% | 0.01% | 358 | +2,738 | 23.3% | Q1 2026 | May 15, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Reduced | 14,409 | 1,187 | 0.04% | 0.05% | 359 | -4,114 | -22.21% | Q1 2026 | Apr 23, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 14,337 | 1,179 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 14,288 | 1,177 | 0.09% | 0.06% | 361 | +5,633 | 65.08% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Reduced | 14,252 | 1,174 | 0.01% | 0.02% | 362 | -12,651 | -47.02% | Q1 2026 | May 15, 2026 |
| PW Nova Financial Services LLC | History | New | 14,088 | 1,161 | 0.29% | — | 363 | +14,088 | New | Q1 2026 | Apr 15, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 13,611 | 1,138 | 0.7% | 0.7% | 364 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| McHugh Group, LLC | History | Added to | 13,750 | 1,133 | 0.67% | 0.46% | 365 | +4,100 | 42.49% | Q1 2026 | Apr 17, 2026 |
| Sage Capital Advisors,llc | History | No change | 13,640 | 1,124 | 0.26% | 0.27% | 366 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Spire Wealth Management | History | Added to | 13,459 | 1,109 | 0.04% | 0.04% | 367 | +79 | 0.59% | Q1 2026 | Apr 22, 2026 |
| NewEdge Wealth, LLC | History | Added to | 13,450 | 1,108 | 0.01% | 0.01% | 368 | +286 | 2.17% | Q1 2026 | May 13, 2026 |
| Allie Family Office LLC | History | Added to | 13,391 | 1,103 | 0.48% | 0.26% | 370 | +6,720 | 100.73% | Q1 2026 | May 13, 2026 |
| Carnegie Investment Counsel | History | Reduced | 13,383 | 1,103 | 0.02% | 0.02% | 369 | -523 | -3.76% | Q1 2026 | May 01, 2026 |
| BROWN ADVISORY INC | History | Added to | 13,284 | 1,095 | 0.0% | 0.0% | 371 | +1,061 | 8.68% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Reduced | 13,134 | 1,082 | 0.02% | 0.03% | 373 | -8,342 | -38.84% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | Added to | 13,126 | 1,082 | 0.17% | 0.17% | 372 | +196 | 1.52% | Q1 2026 | May 04, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 13,044 | 1,075 | 0.4% | 0.36% | 374 | +1,260 | 10.69% | Q1 2026 | Apr 30, 2026 |
| Trek Financial, LLC | History | Added to | 13,051 | 1,075 | 0.06% | 0.06% | 375 | +1,153 | 9.69% | Q1 2026 | May 13, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 13,006 | 1,072 | 0.21% | 0.19% | 376 | +60 | 0.46% | Q1 2026 | May 14, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 12,962 | 1,068 | 0.11% | 0.12% | 377 | -178 | -1.35% | Q1 2026 | May 13, 2026 |
| Independence Wealth Advisors, LLC | History | New | 12,864 | 1,060 | 0.56% | — | 378 | +12,864 | New | Q1 2026 | Apr 20, 2026 |
| Composition Wealth, LLC | History | Reduced | 12,798 | 1,054 | 0.01% | 0.02% | 379 | -1,619 | -11.23% | Q1 2026 | Apr 08, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 12,782 | 1,053 | 0.29% | 0.3% | 380 | -116 | -0.9% | Q1 2026 | Apr 15, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 12,727 | 1,049 | 0.15% | 0.15% | 381 | -512 | -3.87% | Q1 2026 | May 11, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 12,680 | 1,045 | 0.0% | 0.0% | 382 | +1,500 | 13.42% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 12,646 | 1,042 | 0.02% | 0.02% | 383 | +1,144 | 9.95% | Q1 2026 | Apr 13, 2026 |
| Aries Wealth Management | History | No change | 12,500 | 1,030 | 0.23% | 0.23% | 384 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 12,486 | 1,029 | 0.55% | 0.55% | 385 | -175 | -1.38% | Q1 2026 | May 14, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 12,481 | 1,028 | 0.67% | 0.67% | 386 | +2 | 0.02% | Q1 2026 | Apr 24, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 12,348 | 1,017 | 0.05% | 0.05% | 387 | -383 | -3.01% | Q1 2026 | May 12, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 12,327 | 1,016 | 0.09% | 1.67% | 388 | -224,103 | -94.79% | Q1 2026 | Apr 15, 2026 |
| Kurv Investment Management LLC | History | New | 12,460 | 995 | 0.58% | — | 390 | +12,460 | New | Q1 2026 | May 15, 2026 |
| Sompo Asset Management Co., Ltd. | History | Reduced | 12,081 | 995 | 0.18% | 0.18% | 389 | -757 | -5.9% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 11,846 | 976 | 0.0% | 0.0% | 391 | -87 | -0.73% | Q1 2026 | May 14, 2026 |
| GK Wealth Management LLC | History | New | 12,196 | 974 | 0.85% | — | 393 | +12,196 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Reduced | 12,196 | 974 | 0.85% | 0.99% | 392 | -460 | -3.63% | Q1 2026 | Apr 07, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 11,665 | 961 | 0.05% | 0.07% | 394 | -1,725 | -12.88% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 11,654 | 960 | 0.01% | — | 395 | +11,654 | New | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 11,548 | 951 | 0.01% | 0.02% | 396 | -1,594 | -12.13% | Q1 2026 | Apr 23, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 11,467 | 945 | 0.01% | 0.0% | 397 | +4,735 | 70.34% | Q1 2026 | May 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 11,351 | 935 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 11,304 | 932 | 0.02% | 0.01% | 400 | +689 | 6.49% | Q1 2026 | Apr 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 11,314 | 932 | 0.01% | 0.0% | 399 | +235 | 2.12% | Q1 2026 | Apr 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 11,300 | 931 | 0.01% | 0.01% | 401 | +26 | 0.23% | Q1 2026 | Apr 07, 2026 |
| Choate Investment Advisors | History | Reduced | 11,255 | 927 | 0.02% | 0.02% | 402 | -1,000 | -8.16% | Q1 2026 | May 13, 2026 |
| Fiduciary Wealth Partners, LLC | History | Added to | 11,129 | 917 | 0.6% | 0.09% | 403 | +8,473 | 319.01% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 11,118 | 916 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 10,859 | 895 | 0.73% | 0.64% | 405 | -160 | -1.45% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO | History | Reduced | 10,679 | 894 | 0.01% | 0.01% | 406 | -298 | -2.71% | Q1 2026 | Apr 28, 2026 |
| Summit Trail Advisors, LLC | History | New | 10,783 | 888 | 0.01% | — | 407 | +10,783 | New | Q1 2026 | May 12, 2026 |
| Portland Financial Advisors Inc | History | No change | 10,723 | 883 | 1.84% | 1.91% | 408 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Dakota Wealth Management | History | Reduced | 10,520 | 867 | 0.02% | 0.02% | 409 | -95 | -0.89% | Q1 2026 | May 07, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 10,490 | 864 | 0.05% | 0.06% | 410 | -271 | -2.52% | Q1 2026 | Apr 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 10,400 | 857 | 0.0% | 0.0% | 411 | -3,798 | -26.75% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 10,311 | 849 | 0.03% | 0.03% | 412 | +1,196 | 13.12% | Q1 2026 | Apr 28, 2026 |
| Resolute Advisors LLC | History | Added to | 10,196 | 840 | 0.35% | 0.26% | 413 | +629 | 6.57% | Q1 2026 | May 07, 2026 |
| Aegis Wealth Management LLC | History | No change | 10,000 | 824 | 0.47% | 0.47% | 414 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,905 | 816 | 0.01% | 0.01% | 415 | +1,753 | 21.5% | Q1 2026 | May 18, 2026 |
| Ascentis Independent Advisors | History | Added to | 9,848 | 811 | 0.06% | 0.1% | 416 | +2,689 | 37.56% | Q1 2026 | Apr 28, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 9,777 | 805 | 0.11% | 0.11% | 417 | +320 | 3.38% | Q1 2026 | May 15, 2026 |
| Sunesis Advisors, LLC | History | No change | 9,718 | 801 | 0.36% | 0.37% | 418 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 9,663 | 797 | 0.01% | 0.0% | 419 | +3,192 | 49.33% | Q1 2026 | Apr 07, 2026 |
| Piscataqua Savings Bank | History | No change | 9,582 | 789 | 0.55% | 0.56% | 420 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| May Barnhard Investments LLC | History | Reduced | 9,553 | 787 | 0.38% | 0.47% | 421 | -2,471 | -20.55% | Q1 2026 | May 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 9,366 | 783 | 0.49% | 0.49% | 422 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 9,450 | 778 | 0.78% | 1.34% | 423 | -7,502 | -44.25% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 9,420 | 776 | 0.02% | 0.02% | 424 | -2,211 | -19.01% | Q1 2026 | May 11, 2026 |
| Hamilton Wealth, LLC | History | Added to | 9,411 | 775 | 0.05% | 0.11% | 425 | +2,807 | 42.5% | Q1 2026 | May 18, 2026 |
| Fiduciary Alliance LLC | History | Added to | 8,761 | 771 | 0.05% | 0.05% | 426 | +215 | 2.52% | Q1 2026 | Apr 20, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 9,278 | 764 | 0.01% | 0.01% | 427 | +2,177 | 30.66% | Q1 2026 | Apr 10, 2026 |
| Yoffe Investment Management, LLC | History | No change | 9,270 | 764 | 0.98% | 0.99% | 428 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Regal Investment Advisors LLC | History | Added to | 9,199 | 758 | 0.04% | 0.04% | 429 | +2,087 | 29.34% | Q1 2026 | May 14, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 9,112 | 751 | 0.54% | 1.13% | 430 | -8,991 | -49.67% | Q1 2026 | May 19, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 9,028 | 744 | 0.6% | 0.49% | 431 | -295 | -3.16% | Q1 2026 | Apr 08, 2026 |
| Advisor Resource Council | History | Added to | 8,883 | 732 | 0.24% | 0.23% | 432 | +1,455 | 19.59% | Q1 2026 | May 07, 2026 |
| MASECO LLP | History | Added to | 8,775 | 723 | 0.02% | 0.03% | 433 | +38 | 0.43% | Q1 2026 | Apr 21, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 8,766 | 722 | 0.02% | 0.02% | 434 | +3,217 | 57.97% | Q1 2026 | Apr 22, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 8,759 | 722 | 0.45% | 0.43% | 435 | +24 | 0.27% | Q1 2026 | May 13, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 8,714 | 718 | 0.09% | 0.09% | 436 | +309 | 3.68% | Q1 2026 | Apr 16, 2026 |
| South Shore Capital Advisors | History | Added to | 8,582 | 707 | 0.52% | 0.49% | 437 | +512 | 6.34% | Q1 2026 | Apr 28, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 8,534 | 703 | 0.32% | 0.31% | 438 | +347 | 4.24% | Q1 2026 | Apr 24, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 8,500 | 700 | 0.0% | 0.0% | 439 | -3,060 | -26.47% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 8,477 | 698 | 0.0% | 0.0% | 440 | -3,561 | -29.58% | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 8,397 | 692 | 0.0% | 0.0% | 441 | -1,260 | -13.05% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 8,373 | 690 | 0.02% | 0.02% | 442 | -168 | -1.97% | Q1 2026 | May 14, 2026 |
| Retirement Planning Group, LLC | History | Added to | 8,343 | 687 | 0.02% | 0.02% | 443 | +192 | 2.36% | Q1 2026 | May 04, 2026 |
| Invesco Ltd. | History | Reduced | 8,328 | 686 | 0.0% | 0.0% | 444 | -288 | -3.34% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 8,247 | 679 | 0.0% | 0.0% | 445 | -1,046 | -11.26% | Q1 2026 | May 14, 2026 |
| One Day In July LLC | History | Reduced | 8,216 | 677 | 0.05% | 0.06% | 446 | -482 | -5.54% | Q1 2026 | May 05, 2026 |
| M&T BANK CORP | History | Reduced | 7,934 | 653 | 0.0% | 0.0% | 447 | -2,333 | -22.72% | Q1 2026 | May 12, 2026 |
| Arsenal Capital Advisors LLC | History | No change | 7,897 | 650 | 0.47% | 0.47% | 448 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Great Waters Wealth Management | History | Reduced | 7,863 | 648 | 0.07% | 0.07% | 449 | -5 | -0.06% | Q1 2026 | Apr 17, 2026 |
| NVWM, LLC | History | Reduced | 7,836 | 645 | 0.14% | 0.15% | 450 | -494 | -5.93% | Q1 2026 | Apr 27, 2026 |
| Evelyn Partners Investment Management LLP | History | Added to | 7,805 | 643 | 0.02% | 0.02% | 451 | +420 | 5.69% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 7,766 | 640 | 0.01% | 0.04% | 452 | -10,149 | -56.65% | Q1 2026 | May 04, 2026 |
| Maxele Advisors, LLC | History | No change | 7,640 | 638 | 0.52% | 0.52% | 453 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 7,705 | 635 | 0.08% | 0.09% | 454 | -167 | -2.12% | Q1 2026 | Apr 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 7,672 | 632 | 0.0% | 0.0% | 455 | +350 | 4.78% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 7,637 | 629 | 0.01% | — | 456 | +7,637 | New | Q1 2026 | May 08, 2026 |
| Addison Capital Co | History | New | 7,600 | 626 | 0.11% | — | 458 | +7,600 | New | Q1 2026 | Apr 29, 2026 |
| DV Trading LLC | History | Added to | 7,597 | 626 | 0.01% | 0.0% | 457 | +7,033 | 1246.99% | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 7,486 | 617 | 0.01% | 0.01% | 459 | +75 | 1.01% | Q1 2026 | May 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 7,403 | 610 | 0.01% | 0.01% | 460 | +28 | 0.38% | Q1 2026 | Apr 27, 2026 |
| Proficio Capital Partners LLC | History | Added to | 7,400 | 609 | 0.03% | 0.04% | 461 | +1,175 | 18.88% | Q1 2026 | May 14, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 7,366 | 607 | 0.05% | 0.21% | 462 | -25,916 | -77.87% | Q1 2026 | Apr 22, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 7,360 | 606 | 0.1% | 0.1% | 463 | -401 | -5.17% | Q1 2026 | May 05, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 7,316 | 603 | 0.2% | 0.19% | 464 | +488 | 7.15% | Q1 2026 | Apr 24, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 7,312 | 602 | 0.02% | 0.01% | 465 | +2,357 | 47.57% | Q1 2026 | Apr 29, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 7,313 | 602 | 0.06% | 0.06% | 467 | +33 | 0.45% | Q1 2026 | May 08, 2026 |
| Janney Capital Management LLC | History | No change | 7,203 | 602 | 0.04% | 0.04% | 466 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 7,218 | 595 | 0.28% | 0.28% | 468 | +1 | 0.01% | Q1 2026 | May 07, 2026 |
| IHT Wealth Management, LLC | History | Added to | 7,191 | 592 | 0.01% | 0.01% | 469 | +1,662 | 30.06% | Q1 2026 | May 15, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 7,129 | 587 | 0.07% | 0.07% | 470 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 7,110 | 586 | 0.24% | — | 471 | +7,110 | New | Q1 2026 | May 06, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 7,064 | 582 | 0.16% | 0.18% | 472 | +105 | 1.51% | Q1 2026 | Apr 09, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 7,037 | 580 | 0.22% | 0.28% | 473 | +120 | 1.73% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 7,017 | 578 | 0.04% | 0.04% | 474 | +200 | 2.93% | Q1 2026 | May 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 6,984 | 575 | 0.18% | 0.12% | 475 | +120 | 1.75% | Q1 2026 | May 12, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 6,971 | 574 | 0.35% | 0.35% | 476 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 6,961 | 573 | 0.01% | 0.01% | 477 | -562 | -7.47% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 6,934 | 571 | 0.01% | 0.01% | 478 | +1,009 | 17.03% | Q1 2026 | Apr 16, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 6,898 | 568 | 0.0% | 0.0% | 479 | +320 | 4.86% | Q1 2026 | May 12, 2026 |
| Sincerus Advisory, LLC | History | New | 6,883 | 567 | 0.43% | — | 481 | +6,883 | New | Q1 2026 | Apr 06, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 6,880 | 567 | 0.25% | 0.36% | 480 | -2,424 | -26.05% | Q1 2026 | May 04, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 6,841 | 563 | 0.06% | 0.06% | 482 | +700 | 11.4% | Q1 2026 | Apr 24, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 6,776 | 558 | 0.15% | 0.15% | 483 | -189 | -2.71% | Q1 2026 | Apr 22, 2026 |
| Xcel Wealth Management, LLC | History | Added to | 6,768 | 557 | 0.15% | 0.14% | 484 | +51 | 0.76% | Q1 2026 | Apr 21, 2026 |
| KDT Advisors, LLC | History | No change | 6,750 | 556 | 0.89% | 0.79% | 485 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 6,597 | 551 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BOS Asset Management, LLC | History | Added to | 6,675 | 550 | 0.14% | 0.15% | 487 | +7 | 0.1% | Q1 2026 | Apr 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 6,638 | 547 | 0.0% | — | 489 | +6,638 | New | Q1 2026 | May 15, 2026 |
| Intellectus Partners, LLC | History | No change | 6,640 | 547 | 0.11% | 0.11% | 488 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LCW Services, LLC | History | New | 6,602 | 544 | 0.27% | — | 490 | +6,602 | New | Q1 2026 | Apr 27, 2026 |
| MAYPORT, LLC | History | Added to | 6,511 | 536 | 0.1% | 0.11% | 491 | +1 | 0.02% | Q1 2026 | Apr 21, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 6,418 | 529 | 0.05% | 0.05% | 492 | -100 | -1.53% | Q1 2026 | May 06, 2026 |
| Narwhal Capital Management | History | No change | 6,400 | 527 | 0.04% | 0.04% | 493 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 6,333 | 522 | 0.02% | 0.02% | 494 | +20 | 0.32% | Q1 2026 | May 13, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 6,319 | 520 | 0.06% | 0.07% | 495 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | No change | 6,310 | 520 | 0.49% | 0.49% | 496 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 6,251 | 515 | 0.03% | 0.02% | 497 | +2,908 | 86.99% | Q1 2026 | Apr 29, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 6,245 | 514 | 0.05% | 0.05% | 498 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cedarwood Wealth LLC | History | Added to | 6,186 | 509 | 0.51% | 0.45% | 499 | +1,536 | 33.03% | Q1 2026 | May 05, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 6,165 | 508 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 6,154 | 507 | 0.0% | 0.0% | 501 | -55 | -0.89% | Q1 2026 | May 14, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 6,093 | 502 | 0.25% | 0.24% | 502 | +460 | 8.17% | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 5,980 | 492 | 0.03% | 1.6% | 503 | -276,875 | -97.89% | Q1 2026 | Apr 10, 2026 |
| BARINGS LLC | History | New | 5,980 | 492 | 0.01% | — | 504 | +5,980 | New | Q1 2026 | May 06, 2026 |
| Facet Wealth, Inc. | History | Added to | 5,950 | 490 | 0.01% | 0.01% | 505 | +1,485 | 33.26% | Q1 2026 | May 07, 2026 |
| Capital Analysts, LLC | History | Added to | 5,904 | 487 | 0.01% | 0.01% | 506 | +784 | 15.31% | Q1 2026 | May 14, 2026 |
| Maia Wealth LLC | History | Added to | 5,904 | 486 | 0.08% | 0.08% | 507 | +616 | 11.65% | Q1 2026 | May 08, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 5,850 | 482 | 0.01% | 0.01% | 508 | +2,434 | 71.25% | Q1 2026 | Apr 24, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 5,851 | 482 | 0.04% | 0.04% | 509 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HEADINVEST, LLC | History | No change | 5,829 | 480 | 0.1% | 0.1% | 510 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,754 | 474 | 0.0% | 0.0% | 511 | +2,582 | 81.4% | Q1 2026 | Apr 15, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 5,743 | 473 | 0.01% | 0.01% | 512 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Avestar Capital, LLC | History | New | 5,670 | 467 | 0.03% | — | 514 | +5,670 | New | Q1 2026 | May 13, 2026 |
| Legacy Advisors, LLC | History | No change | 5,677 | 467 | 0.06% | 0.05% | 513 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Life Planning Partners, Inc | History | No change | 5,637 | 464 | 0.35% | 0.36% | 515 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Savant Capital, LLC | History | Reduced | 5,603 | 461 | 0.0% | 0.0% | 517 | -326 | -5.5% | Q1 2026 | May 04, 2026 |
| Red Wave Investments LLC | History | Added to | 5,597 | 461 | 0.14% | 0.14% | 518 | +22 | 0.39% | Q1 2026 | May 08, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | No change | 5,600 | 461 | 0.03% | 0.03% | 516 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 5,581 | 460 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 5,513 | 460 | 0.07% | 0.07% | 520 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Breakwater Capital Group | History | Added to | 5,565 | 458 | 0.06% | 0.06% | 521 | +199 | 3.71% | Q1 2026 | Apr 20, 2026 |
| Carson Advisory Inc. | History | Reduced | 5,525 | 455 | 0.24% | 0.24% | 522 | -100 | -1.78% | Q1 2026 | May 07, 2026 |
| Hexagon Capital Partners LLC | History | New | 5,503 | 453 | 0.07% | — | 524 | +5,503 | New | Q1 2026 | May 04, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 5,502 | 453 | 0.03% | 0.03% | 523 | +1 | 0.02% | Q1 2026 | Apr 21, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 5,458 | 449 | 0.15% | 0.09% | 526 | +2,435 | 80.55% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 5,450 | 449 | 0.02% | 0.02% | 525 | +13 | 0.24% | Q1 2026 | Apr 28, 2026 |
| Granite FO LLC | History | No change | 5,435 | 448 | 0.27% | 0.24% | 527 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 5,310 | 437 | 0.24% | 0.27% | 528 | +39 | 0.74% | Q1 2026 | Apr 16, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 5,220 | 430 | 0.15% | 0.14% | 529 | +346 | 7.1% | Q1 2026 | Apr 08, 2026 |
| SCS Capital Management LLC | History | Reduced | 5,166 | 425 | 0.0% | 0.0% | 530 | -259 | -4.77% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | Added to | 5,141 | 423 | 0.0% | 0.0% | 531 | +1,123 | 27.95% | Q1 2026 | May 11, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 5,089 | 419 | 0.07% | 0.07% | 532 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | No change | 5,082 | 418 | 0.27% | 0.27% | 533 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 5,057 | 416 | 0.01% | 0.01% | 534 | -97 | -1.88% | Q1 2026 | May 01, 2026 |
| Empower Advisory Group, LLC | History | Added to | 5,027 | 414 | 0.0% | 0.0% | 535 | +73 | 1.47% | Q1 2026 | May 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 5,016 | 413 | 0.09% | 0.08% | 537 | +773 | 18.22% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 5,016 | 413 | 0.19% | 0.18% | 536 | +174 | 3.59% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Reduced | 4,986 | 410 | 0.02% | 0.03% | 538 | -2,233 | -30.93% | Q1 2026 | Apr 27, 2026 |
| Capasso Planning Partners LLC | History | No change | 4,888 | 408 | 0.22% | 0.22% | 539 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ABBINGTON INVESTMENT GROUP | History | No change | 4,960 | 408 | 0.24% | 0.28% | 540 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 4,905 | 404 | 0.0% | 0.0% | 541 | -104 | -2.08% | Q1 2026 | May 01, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 4,881 | 402 | 0.08% | 0.05% | 543 | +880 | 21.99% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 4,878 | 402 | 0.0% | 0.01% | 542 | +240 | 5.17% | Q1 2026 | May 11, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 4,879 | 402 | 0.03% | 0.03% | 544 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Carrera Capital Advisors | History | Added to | 4,867 | 401 | 0.06% | 0.07% | 545 | +54 | 1.12% | Q1 2026 | May 04, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 4,864 | 400 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 4,808 | 396 | 0.07% | 0.11% | 547 | -2,918 | -37.77% | Q1 2026 | Apr 28, 2026 |
| Versant Capital Management, Inc | History | No change | 4,704 | 387 | 0.04% | 0.05% | 548 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 4,692 | 386 | 0.09% | 0.08% | 550 | +650 | 16.08% | Q1 2026 | Apr 28, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 4,694 | 386 | 0.0% | 0.0% | 549 | +1 | 0.02% | Q1 2026 | May 08, 2026 |
| LGL PARTNERS, LLC | History | New | 4,660 | 384 | 0.16% | — | 551 | +4,660 | New | Q1 2026 | May 14, 2026 |
| Diligent Investors, LLC | History | Added to | 4,627 | 381 | 0.09% | 0.09% | 552 | +21 | 0.46% | Q1 2026 | Apr 15, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 4,617 | 380 | 0.11% | 0.15% | 553 | -972 | -17.39% | Q1 2026 | May 13, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 4,563 | 376 | 0.01% | 0.01% | 554 | +882 | 23.96% | Q1 2026 | Apr 24, 2026 |
| Coston, McIsaac & Partners | History | No change | 4,569 | 376 | 0.08% | 0.09% | 555 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 4,537 | 373 | 0.01% | 0.01% | 556 | +278 | 6.53% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 4,514 | 372 | 0.0% | 0.0% | 557 | +1,432 | 46.46% | Q1 2026 | May 14, 2026 |
| Copia Wealth Management | History | Reduced | 4,509 | 371 | 0.25% | 0.32% | 558 | -894 | -16.55% | Q1 2026 | May 04, 2026 |
| Taylor Financial Group, Inc. | History | No change | 4,433 | 365 | 0.22% | 0.22% | 559 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 4,286 | 364 | 0.01% | — | 560 | +4,286 | New | Q1 2026 | May 01, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 4,363 | 359 | 0.01% | 0.01% | 561 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Florida Trust Wealth Management Co | History | No change | 4,330 | 356 | 0.01% | 0.01% | 562 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bison Wealth, LLC | History | Reduced | 4,038 | 353 | 0.03% | 0.15% | 563 | -13,154 | -76.51% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 4,213 | 352 | 0.02% | 0.01% | 564 | +2,210 | 110.33% | Q1 2026 | May 01, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | New | 4,250 | 350 | 0.08% | — | 566 | +4,250 | New | Q1 2026 | Apr 17, 2026 |
| Diversified Trust Co | History | Reduced | 4,257 | 350 | 0.01% | 0.01% | 565 | -56 | -1.3% | Q1 2026 | Apr 16, 2026 |
| Dunhill Financial, LLC | History | New | 4,218 | 347 | 0.08% | — | 568 | +4,218 | New | Q1 2026 | May 06, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 4,216 | 347 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Perennial Investment Advisors, LLC | History | New | 4,181 | 344 | 0.03% | — | 569 | +4,181 | New | Q1 2026 | May 15, 2026 |
| Arta Finance Wealth Management LLC | History | New | 4,179 | 344 | 0.17% | — | 570 | +4,179 | New | Q1 2026 | Apr 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 4,305 | 343 | 0.02% | 0.02% | 571 | +1 | 0.02% | Q1 2026 | Apr 24, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 4,156 | 342 | 0.02% | — | 573 | +4,156 | New | Q1 2026 | Apr 22, 2026 |
| Hudock, Inc. | History | Added to | 4,152 | 342 | 0.05% | 0.05% | 572 | +183 | 4.61% | Q1 2026 | May 13, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Reduced | 4,141 | 341 | 0.04% | 0.04% | 574 | -619 | -13.0% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 3,922 | 340 | 0.02% | 0.02% | 575 | -1,020 | -20.64% | Q1 2026 | Apr 17, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | New | 4,091 | 337 | 0.03% | — | 577 | +4,091 | New | Q1 2026 | Apr 22, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 4,100 | 337 | 0.03% | 0.03% | 576 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 4,079 | 336 | 0.01% | 0.01% | 579 | -44 | -1.07% | Q1 2026 | May 06, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 4,076 | 336 | 0.02% | 0.02% | 578 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 4,074 | 335 | 0.03% | — | 580 | +4,074 | New | Q1 2026 | May 14, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 4,061 | 334 | 0.23% | 0.25% | 581 | -396 | -8.88% | Q1 2026 | May 08, 2026 |
| Berger Financial Group, Inc | History | No change | 4,059 | 334 | 0.02% | 0.02% | 582 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Asset Dedication, LLC | History | No change | 3,984 | 333 | 0.02% | 0.02% | 583 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ASPIRIANT, LLC | History | No change | 4,023 | 331 | 0.01% | 0.01% | 584 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Optiver Holding B.V. | History | New | 4,000 | 329 | 0.0% | — | 586 | +4,000 | New | Q1 2026 | May 15, 2026 |
| Capital Management Associates, Inc | History | No change | 4,000 | 329 | 0.07% | 0.07% | 585 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Jacobi Capital Management LLC | History | Added to | 3,988 | 328 | 0.02% | 0.02% | 587 | +3 | 0.08% | Q1 2026 | May 13, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 3,973 | 327 | 0.24% | 0.24% | 588 | +7 | 0.18% | Q1 2026 | May 07, 2026 |
| Trust Co | History | No change | 3,955 | 326 | 0.03% | 0.03% | 589 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Brooklyn Investment Group | History | Added to | 3,933 | 324 | 0.01% | 0.01% | 591 | +551 | 16.29% | Q1 2026 | Apr 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,932 | 324 | 0.0% | 0.0% | 590 | +550 | 16.26% | Q1 2026 | May 01, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Reduced | 3,911 | 322 | 0.14% | 0.13% | 592 | -170 | -4.17% | Q1 2026 | May 08, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 3,858 | 318 | 0.02% | — | 593 | +3,858 | New | Q1 2026 | May 07, 2026 |
| Cascade Financial Partners, LLC | History | No change | 3,850 | 317 | 0.03% | 0.03% | 594 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Added to | 3,833 | 315 | 0.11% | 0.09% | 595 | +599 | 18.52% | Q1 2026 | May 15, 2026 |
| HOWE & RUSLING INC | History | Reduced | 3,812 | 314 | 0.02% | 0.03% | 596 | -1,196 | -23.88% | Q1 2026 | Apr 28, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 3,813 | 314 | 0.04% | 0.04% | 597 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 3,803 | 313 | 0.01% | 0.01% | 599 | +550 | 16.91% | Q1 2026 | May 11, 2026 |
| WELCH & FORBES LLC | History | No change | 3,800 | 313 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 3,742 | 312 | 0.02% | 0.02% | 600 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Modera Wealth Management, LLC | History | Added to | 3,770 | 310 | 0.0% | 0.0% | 601 | +16 | 0.43% | Q1 2026 | May 06, 2026 |
| Shoker Investment Counsel, Inc. | History | Added to | 3,734 | 307 | 0.09% | 0.09% | 602 | +5 | 0.13% | Q1 2026 | May 11, 2026 |
| Directional Asset Management | History | New | 3,655 | 301 | 0.28% | — | 605 | +3,655 | New | Q1 2026 | Apr 27, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 3,659 | 301 | 0.06% | 0.06% | 603 | +251 | 7.37% | Q1 2026 | Apr 13, 2026 |
| Geometric Wealth Advisors | History | No change | 3,659 | 301 | 0.04% | 0.04% | 604 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Certified Advisory Corp | History | Added to | 3,647 | 300 | 0.03% | 0.02% | 606 | +601 | 19.73% | Q1 2026 | Apr 17, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 3,632 | 299 | 0.04% | 0.08% | 607 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 3,614 | 297 | 0.01% | 0.01% | 608 | +10 | 0.28% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 3,594 | 296 | 0.0% | 0.0% | 609 | +504 | 16.31% | Q1 2026 | May 05, 2026 |
| Texas Yale Capital Corp. | History | Added to | 3,596 | 296 | 0.01% | 0.01% | 610 | +1 | 0.03% | Q1 2026 | May 04, 2026 |
| Burford Brothers, Inc. | History | Reduced | 3,584 | 295 | 0.12% | 0.2% | 611 | -2,107 | -37.02% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Added to | 3,571 | 294 | 0.0% | 0.0% | 612 | +631 | 21.46% | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | New | 3,565 | 293 | 0.01% | — | 613 | +3,565 | New | Q1 2026 | May 15, 2026 |
| Luminvest Wealth Management LLC | History | Reduced | 3,358 | 292 | 0.08% | 0.16% | 614 | -3,274 | -49.37% | Q1 2026 | May 01, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 3,276 | 291 | 0.32% | 0.36% | 615 | -1,302 | -28.44% | Q1 2026 | Apr 23, 2026 |
| Rinkey Investments | History | No change | 3,515 | 289 | 0.07% | 0.07% | 616 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Archvest Wealth Advisors, Inc. | History | New | 3,500 | 288 | 0.19% | — | 617 | +3,500 | New | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Reduced | 3,493 | 287 | 0.0% | 0.01% | 618 | -835 | -19.29% | Q1 2026 | May 15, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 3,470 | 286 | 0.05% | 0.09% | 620 | -2,851 | -45.1% | Q1 2026 | Apr 21, 2026 |
| SpringVest Wealth Management LLC | History | No change | 3,479 | 286 | 0.2% | 0.2% | 619 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VestGen Advisors, LLC | History | New | 3,234 | 281 | 0.01% | — | 621 | +3,234 | New | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 3,400 | 280 | 0.0% | 0.0% | 622 | -1,000 | -22.73% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 3,389 | 279 | 0.0% | 0.0% | 623 | -162 | -4.56% | Q1 2026 | Apr 17, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 3,388 | 279 | 0.04% | 0.04% | 624 | +13 | 0.39% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,329 | 278 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 3,337 | 275 | 0.01% | — | 626 | +3,337 | New | Q1 2026 | Apr 28, 2026 |
| Clark Asset Management, LLC | History | New | 3,320 | 273 | 0.03% | — | 628 | +3,320 | New | Q1 2026 | Apr 16, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 3,103 | 273 | 0.01% | 0.01% | 627 | -150 | -4.61% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 3,300 | 272 | 0.02% | 0.45% | 629 | -108,732 | -97.05% | Q1 2026 | Apr 28, 2026 |
| Haverford Financial Services, Inc. | History | No change | 3,290 | 271 | 0.08% | 0.08% | 630 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Churchill Financial Advisors, LLC | History | Reduced | 3,280 | 270 | 0.06% | 0.09% | 632 | -200 | -5.75% | Q1 2026 | Apr 22, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 3,278 | 270 | 0.02% | 0.02% | 631 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SP Asset Management LLC | History | Added to | 3,252 | 268 | 0.02% | 0.02% | 633 | +15 | 0.46% | Q1 2026 | May 06, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 3,252 | 268 | 0.08% | 0.08% | 634 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 3,238 | 266 | 0.14% | 0.14% | 635 | +2 | 0.06% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | New | 3,220 | 265 | 0.01% | — | 636 | +3,220 | New | Q1 2026 | May 12, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 3,214 | 264 | 0.03% | 0.03% | 637 | +311 | 10.71% | Q1 2026 | May 04, 2026 |
| Navigation Wealth Management, Inc. | History | Added to | 3,173 | 261 | 0.94% | 0.34% | 638 | +396 | 14.26% | Q1 2026 | Apr 21, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 3,157 | 260 | 0.12% | 0.14% | 640 | -72 | -2.23% | Q1 2026 | Apr 28, 2026 |
| BLB&B Advisors, LLC | History | No change | 3,165 | 260 | 0.01% | 0.01% | 639 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 3,238 | 258 | 0.23% | 0.25% | 641 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 3,129 | 257 | 0.03% | 0.03% | 643 | -206 | -6.18% | Q1 2026 | Apr 22, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 3,125 | 257 | 0.03% | 0.03% | 642 | +15 | 0.48% | Q1 2026 | May 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 3,106 | 256 | 0.0% | 0.0% | 644 | -1,023 | -24.78% | Q1 2026 | May 14, 2026 |
| OPTIMA CAPITAL LLC | History | New | 3,093 | 254 | 0.12% | — | 647 | +3,093 | New | Q1 2026 | May 04, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 3,087 | 254 | 0.0% | — | 646 | +3,087 | New | Q1 2026 | Apr 27, 2026 |
| PKS Advisory Services, LLC | History | Added to | 2,984 | 254 | 0.06% | 0.05% | 645 | +163 | 5.78% | Q1 2026 | May 13, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 3,072 | 253 | 0.21% | 0.13% | 648 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 3,060 | 252 | 0.04% | 0.04% | 651 | -417 | -11.99% | Q1 2026 | May 01, 2026 |
| Quartz Partners, LLC | History | Added to | 3,060 | 252 | 0.1% | 0.09% | 649 | +171 | 5.92% | Q1 2026 | May 05, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 3,600 | 252 | 0.08% | 0.06% | 650 | +41 | 1.15% | Q1 2026 | Apr 23, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 3,046 | 251 | 0.04% | 0.04% | 652 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | New | 3,045 | 250 | 0.09% | — | 653 | +3,045 | New | Q1 2026 | May 14, 2026 |
| Miller Investment Management, LP | History | New | 3,032 | 249 | 0.02% | — | 654 | +3,032 | New | Q1 2026 | May 08, 2026 |
| Saranac Partners Ltd | History | New | 2,540 | 248 | 0.11% | — | 655 | +2,540 | New | Q1 2026 | May 15, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 3,000 | 247 | 0.06% | — | 658 | +3,000 | New | Q1 2026 | May 15, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 3,007 | 247 | 0.1% | 0.11% | 656 | -333 | -9.97% | Q1 2026 | May 04, 2026 |
| RMR Capital Management, LLC | History | No change | 2,999 | 247 | 0.18% | 0.18% | 657 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Schrum Private Wealth Management LLC | History | Reduced | 2,978 | 245 | 0.19% | 0.19% | 660 | -139 | -4.46% | Q1 2026 | May 08, 2026 |
| TRUE Private Wealth Advisors | History | No change | 2,978 | 245 | 0.02% | 0.02% | 659 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 2,805 | 244 | 0.04% | 0.4% | 661 | -24,712 | -89.81% | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | New | 2,965 | 244 | 0.01% | — | 662 | +2,965 | New | Q1 2026 | May 04, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 2,953 | 243 | 0.01% | 0.01% | 663 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rodgers Brothers Inc. | History | No change | 2,952 | 243 | 0.03% | 0.03% | 664 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 2,951 | 243 | 0.04% | 0.03% | 665 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 2,945 | 242 | 0.03% | 0.04% | 666 | -256 | -8.0% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 2,912 | 240 | 0.01% | 0.01% | 667 | +2 | 0.07% | Q1 2026 | Apr 08, 2026 |
| Elm3 Financial Group, LLC | History | New | 2,909 | 239 | 0.2% | — | 668 | +2,909 | New | Q1 2026 | Apr 13, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 2,890 | 238 | 0.07% | 0.07% | 669 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 2,868 | 236 | 0.01% | 0.01% | 670 | +13 | 0.46% | Q1 2026 | May 05, 2026 |
| Register Financial Advisors LLC | History | Added to | 2,859 | 235 | 0.09% | 0.07% | 672 | +570 | 24.9% | Q1 2026 | Apr 15, 2026 |
| Abbot Financial Management, Inc. | History | No change | 2,860 | 235 | 0.1% | 0.1% | 671 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aureus Asset Management, LLC | History | New | 2,850 | 234 | 0.02% | — | 674 | +2,850 | New | Q1 2026 | May 13, 2026 |
| TCP Asset Management, LLC | History | No change | 2,840 | 234 | 0.03% | 0.04% | 673 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Skyline Advisors, Inc. | History | Added to | 2,835 | 233 | 0.08% | 0.08% | 675 | +14 | 0.5% | Q1 2026 | Apr 20, 2026 |
| W ADVISORS, LLC | History | No change | 2,832 | 233 | 0.12% | 0.12% | 676 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Calydon Capital | History | No change | 2,802 | 230 | 0.04% | 0.04% | 677 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 2,782 | 229 | 0.14% | 0.15% | 679 | -242 | -8.0% | Q1 2026 | Apr 16, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,639 | 229 | 0.01% | 0.01% | 678 | +34 | 1.31% | Q1 2026 | May 04, 2026 |
| STAR Financial Bank | History | No change | 2,756 | 227 | 0.11% | 0.12% | 680 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Boston Trust Walden Corp | History | New | 2,750 | 226 | 0.0% | — | 683 | +2,750 | New | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 2,749 | 226 | 0.0% | 0.0% | 682 | -354 | -11.41% | Q1 2026 | Apr 28, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | No change | 2,750 | 226 | 0.02% | 0.02% | 681 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CUMBERLAND ADVISORS INC | History | Reduced | 2,730 | 225 | 0.09% | 0.09% | 684 | -30 | -1.09% | Q1 2026 | Apr 27, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 2,734 | 225 | 0.07% | 0.07% | 686 | +28 | 1.03% | Q1 2026 | Apr 20, 2026 |
| Sicart Associates LLC | History | No change | 2,730 | 225 | 0.06% | 0.06% | 685 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 2,684 | 224 | 0.14% | 0.12% | 687 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rehmann Capital Advisory Group | History | No change | 2,698 | 222 | 0.01% | 0.01% | 688 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 2,685 | 221 | 0.02% | 0.01% | 689 | +235 | 9.59% | Q1 2026 | Apr 28, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 2,675 | 220 | 0.02% | — | 691 | +2,675 | New | Q1 2026 | May 06, 2026 |
| Coastwise Capital Group, LLC | History | Reduced | 2,670 | 220 | 0.12% | 0.11% | 690 | -29 | -1.07% | Q1 2026 | May 07, 2026 |
| INTRUST BANK NA | History | Added to | 2,660 | 219 | 0.02% | 0.02% | 692 | +74 | 2.86% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,667 | 219 | 0.02% | 0.02% | 693 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wealthcare Capital Partners, LLC | History | New | 2,650 | 218 | 0.1% | — | 695 | +2,650 | New | Q1 2026 | Apr 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 2,647 | 218 | 0.0% | 0.0% | 694 | -500 | -15.89% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 2,634 | 217 | 0.01% | 0.01% | 697 | +229 | 9.52% | Q1 2026 | Apr 30, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 2,639 | 217 | 0.04% | 0.04% | 696 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 2,627 | 216 | 0.0% | 0.0% | 698 | -502 | -16.04% | Q1 2026 | Apr 24, 2026 |
| RMR Wealth Builders | History | Added to | 2,628 | 216 | 0.02% | 0.02% | 699 | +216 | 8.96% | Q1 2026 | Apr 22, 2026 |
| STUART INVESTMENT ADVISORS, INC. | History | New | 2,608 | 214 | 0.09% | — | 703 | +2,608 | New | Q1 2026 | Apr 21, 2026 |
| Asempa Wealth Advisors | History | Reduced | 2,568 | 214 | 0.19% | 0.22% | 702 | -459 | -15.16% | Q1 2026 | Apr 08, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 2,600 | 214 | 0.04% | 0.05% | 701 | -400 | -13.33% | Q1 2026 | May 12, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 2,598 | 214 | 0.02% | 0.02% | 700 | -77 | -2.88% | Q1 2026 | Apr 20, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 2,594 | 213 | 0.01% | 0.01% | 704 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| J. Safra Sarasin Holding AG | History | New | 2,657 | 212 | 0.0% | — | 707 | +2,657 | New | Q1 2026 | May 04, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 2,577 | 212 | 0.03% | 0.02% | 705 | +522 | 25.4% | Q1 2026 | Apr 21, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 2,581 | 212 | 0.03% | 0.03% | 706 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Commerce Advisors, LLC | History | New | 2,560 | 211 | 0.18% | — | 709 | +2,560 | New | Q1 2026 | May 12, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 2,430 | 211 | 0.04% | 0.04% | 708 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 2,548 | 210 | 0.13% | 0.16% | 710 | -416 | -14.04% | Q1 2026 | Apr 21, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 2,545 | 209 | 0.07% | 0.16% | 711 | -3,465 | -57.65% | Q1 2026 | Apr 21, 2026 |
| Symmetry Partners, LLC | History | No change | 2,546 | 209 | 0.01% | 0.01% | 712 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Powell Investment Advisors, LLC | History | No change | 2,536 | 209 | 0.07% | 0.07% | 713 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sherman Wealth Management LLC | History | Added to | 2,530 | 208 | 0.18% | 0.18% | 716 | +12 | 0.48% | Q1 2026 | Apr 13, 2026 |
| Barnett & Company, Inc. | History | Added to | 2,530 | 208 | 0.16% | 0.17% | 714 | +10 | 0.4% | Q1 2026 | Apr 30, 2026 |
| Partners in Financial Planning | History | No change | 2,525 | 208 | 0.03% | 0.04% | 715 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 2,506 | 206 | 0.01% | — | 718 | +2,506 | New | Q1 2026 | May 14, 2026 |
| EWA, LLC | History | No change | 2,505 | 206 | 0.05% | 0.05% | 717 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,497 | 205 | 0.0% | 0.0% | 719 | -5,095 | -67.11% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Added to | 2,494 | 205 | 0.01% | 0.01% | 720 | +653 | 35.47% | Q1 2026 | May 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 2,494 | 205 | 0.0% | 0.0% | 721 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 2,435 | 203 | 0.02% | 0.02% | 722 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Charles Schwab Trust Co | History | Reduced | 2,462 | 202 | 0.01% | 0.03% | 723 | -3,599 | -59.38% | Q1 2026 | Apr 10, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 2,461 | 202 | 0.01% | 0.01% | 725 | +1 | 0.04% | Q1 2026 | May 05, 2026 |
| McGinn Penninger Investment Management, Inc. | History | No change | 2,445 | 202 | 0.13% | 0.12% | 724 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Nilsine Partners, LLC | History | New | 2,326 | 201 | 0.02% | — | 727 | +2,326 | New | Q1 2026 | Apr 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 2,441 | 201 | 0.0% | 0.0% | 726 | -76 | -3.02% | Q1 2026 | May 14, 2026 |
| Prostatis Group LLC | History | New | 2,430 | 200 | 0.05% | — | 730 | +2,430 | New | Q1 2026 | May 12, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 2,430 | 200 | 0.01% | 0.01% | 728 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | No change | 2,431 | 200 | 0.09% | 0.09% | 729 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 2,415 | 199 | 0.05% | 0.05% | 731 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rakuten Securities, Inc. | History | Added to | 2,378 | 196 | 0.08% | 0.04% | 732 | +1,050 | 79.07% | Q1 2026 | May 01, 2026 |
| Newton One Investments LLC | History | Reduced | 2,293 | 189 | 0.05% | 0.06% | 733 | -346 | -13.11% | Q1 2026 | Apr 24, 2026 |
| Frazier Financial Advisors, LLC | History | New | 2,249 | 185 | 0.1% | — | 735 | +2,249 | New | Q1 2026 | May 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 2,255 | 185 | 0.03% | 0.04% | 734 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 2,190 | 180 | 0.01% | 0.01% | 736 | +535 | 32.33% | Q1 2026 | Apr 20, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 2,096 | 172 | 0.1% | 0.13% | 737 | -631 | -23.14% | Q1 2026 | Apr 30, 2026 |
| Financial Freedom, LLC | History | No change | 2,023 | 166 | 0.08% | 0.08% | 738 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,007 | 165 | 0.0% | 0.0% | 739 | -84 | -4.02% | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 1,975 | 162 | 0.13% | 0.13% | 740 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 1,931 | 159 | 0.08% | 0.08% | 741 | -36 | -1.83% | Q1 2026 | Apr 24, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,837 | 153 | 0.01% | 0.01% | 742 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,835 | 151 | 0.02% | — | 743 | +1,835 | New | Q1 2026 | May 11, 2026 |
| SWAN Capital LLC | History | No change | 1,827 | 150 | 0.06% | 0.06% | 744 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MidFirst Bank | History | Reduced | 1,799 | 148 | 0.01% | 0.01% | 745 | -48 | -2.6% | Q1 2026 | May 15, 2026 |
| PeakShares LLC | History | New | 1,764 | 145 | 0.13% | — | 746 | +1,764 | New | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 1,756 | 144 | 0.0% | 0.0% | 747 | +549 | 45.48% | Q1 2026 | May 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,720 | 141 | 0.01% | 0.01% | 748 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 1,706 | 140 | 0.01% | 0.01% | 749 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CDKV HOLDINGS LLC | History | No change | 1,657 | 136 | 0.12% | 0.12% | 750 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 1,646 | 135 | 0.0% | 0.01% | 751 | -591 | -26.42% | Q1 2026 | Apr 22, 2026 |
| Wellington Grp LLC | History | No change | 1,633 | 134 | 0.04% | 0.05% | 752 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Abound Wealth Management | History | Added to | 1,616 | 133 | 0.03% | 0.02% | 755 | +505 | 45.45% | Q1 2026 | Apr 10, 2026 |
| CX Institutional | History | Reduced | 1,615 | 133 | 0.0% | 0.0% | 754 | -17 | -1.04% | Q1 2026 | Apr 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,625 | 133 | 0.01% | 0.01% | 753 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,584 | 131 | 0.01% | 0.01% | 756 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Glassman Wealth Services | History | Reduced | 1,571 | 129 | 0.02% | 0.02% | 758 | -576 | -26.83% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | No change | 1,570 | 129 | 0.0% | 0.0% | 757 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keewaydin Investments LLC | History | No change | 1,575 | 129 | 0.04% | 0.03% | 759 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 1,470 | 121 | 0.0% | 0.0% | 760 | -110 | -6.96% | Q1 2026 | May 15, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 1,426 | 117 | 0.03% | 0.01% | 761 | +1,000 | 234.74% | Q1 2026 | Apr 22, 2026 |
| Evelyn Partners Asset Management Ltd | History | Reduced | 1,418 | 116 | 0.03% | 0.13% | 763 | -5,269 | -78.79% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,409 | 116 | 0.0% | 0.0% | 762 | +3 | 0.21% | Q1 2026 | Apr 28, 2026 |
| Purpose Unlimited Inc. | History | New | 1,410 | 115 | 0.0% | — | 764 | +1,410 | New | Q1 2026 | May 15, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 1,300 | 107 | 0.01% | 0.01% | 765 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Front Row Advisors LLC | History | No change | 1,260 | 103 | 0.03% | 0.04% | 766 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,217 | 100 | 0.03% | 0.04% | 767 | +6 | 0.5% | Q1 2026 | Apr 23, 2026 |
| Key FInancial Inc | History | Added to | 1,193 | 98 | 0.02% | 0.02% | 768 | +125 | 11.7% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 1,172 | 96 | 0.03% | 0.04% | 770 | -278 | -19.17% | Q1 2026 | Apr 22, 2026 |
| BOKF, NA | History | Added to | 1,172 | 96 | 0.0% | 0.0% | 769 | +132 | 12.69% | Q1 2026 | May 08, 2026 |
| POM Investment Strategies, LLC | History | New | 1,153 | 95 | 0.12% | — | 771 | +1,153 | New | Q1 2026 | May 11, 2026 |
| Osbon Capital Management LLC | History | Added to | 1,107 | 91 | 0.07% | 0.03% | 772 | +772 | 230.45% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,109 | 91 | 0.0% | 0.01% | 773 | -119 | -9.69% | Q1 2026 | Apr 24, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 1,061 | 87 | 0.01% | 0.01% | 774 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,053 | 86 | 0.01% | 0.01% | 775 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 1,043 | 85 | 0.05% | 0.05% | 776 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | No change | 1,028 | 84 | 0.03% | 0.03% | 777 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 992 | 83 | 0.0% | 0.0% | 778 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Assets Advisory, LLC | History | New | 1,084 | 81 | 0.02% | — | 779 | +1,084 | New | Q1 2026 | May 01, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 956 | 78 | 0.02% | 0.0% | 780 | +890 | 1348.48% | Q1 2026 | May 05, 2026 |
| Hilltop National Bank | History | No change | 951 | 78 | 0.02% | 0.02% | 781 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| CVA Family Office, LLC | History | No change | 936 | 77 | 0.01% | 0.01% | 782 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| First Pacific Financial | History | Added to | 887 | 73 | 0.01% | 0.01% | 783 | +4 | 0.45% | Q1 2026 | Apr 23, 2026 |
| Rossby Financial, LCC | History | Added to | 860 | 71 | 0.01% | 0.0% | 785 | +795 | 1223.08% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 857 | 71 | 0.0% | 0.0% | 784 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 842 | 69 | 0.01% | 0.01% | 786 | -935 | -52.62% | Q1 2026 | Apr 16, 2026 |
| First Command Advisory Services, Inc. | History | No change | 849 | 69 | 0.0% | 0.0% | 787 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 821 | 67 | 0.01% | 0.01% | 789 | +15 | 1.86% | Q1 2026 | Apr 22, 2026 |
| Inlight Wealth Management, LLC | History | No change | 67,702 | 67 | 0.02% | 0.02% | 788 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 802 | 66 | 0.05% | 0.06% | 790 | -130 | -13.95% | Q1 2026 | Apr 17, 2026 |
| Arax Advisory Partners | History | Reduced | 798 | 65 | 0.0% | 0.0% | 792 | -762 | -48.85% | Q1 2026 | May 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 800 | 65 | 0.01% | 0.01% | 791 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | New | 764 | 62 | 0.03% | — | 794 | +764 | New | Q1 2026 | May 13, 2026 |
| Dogwood Wealth Management LLC | History | No change | 761 | 62 | 0.03% | 0.03% | 793 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 747 | 61 | 0.0% | 0.0% | 795 | +3 | 0.4% | Q1 2026 | Apr 23, 2026 |
| BOCHK Asset Management Ltd | History | New | 740 | 60 | 0.01% | — | 800 | +740 | New | Q1 2026 | May 06, 2026 |
| BALLAST ADVISORS LLC | History | New | 730 | 60 | 0.02% | — | 799 | +730 | New | Q1 2026 | May 12, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 732 | 60 | 0.0% | 0.0% | 796 | +569 | 349.08% | Q1 2026 | May 12, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 729 | 60 | 0.05% | 0.05% | 797 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 737 | 60 | 0.0% | 0.01% | 798 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 724 | 59 | 0.0% | 0.0% | 801 | -450 | -38.33% | Q1 2026 | May 13, 2026 |
| Independence Bank of Kentucky | History | No change | 720 | 59 | 0.01% | 0.01% | 802 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| North Star Investment Management Corp. | History | Added to | 589 | 48 | 0.0% | 0.0% | 803 | +225 | 61.81% | Q1 2026 | Apr 23, 2026 |
| Kilter Group LLC | History | Added to | 592 | 48 | 0.02% | 0.02% | 804 | +101 | 20.57% | Q1 2026 | May 14, 2026 |
| Topsail Wealth Management, LLC | History | No change | 575 | 47 | 0.01% | 0.01% | 805 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 586 | 46 | 0.0% | 0.0% | 806 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 560 | 46 | 0.02% | 0.02% | 807 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 508 | 41 | 0.03% | 0.04% | 808 | -33 | -6.1% | Q1 2026 | Apr 07, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 494 | 40 | 0.0% | 0.0% | 809 | +209 | 73.33% | Q1 2026 | May 08, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 496 | 40 | 0.02% | 0.02% | 810 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 483 | 39 | 0.0% | 0.0% | 811 | -157 | -24.53% | Q1 2026 | May 05, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 484 | 39 | 0.0% | 0.0% | 812 | +6 | 1.26% | Q1 2026 | May 04, 2026 |
| Sage Mountain Advisors LLC | History | No change | 468 | 38 | 0.0% | 0.0% | 813 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 461 | 38 | 0.02% | 0.03% | 814 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 445 | 36 | 0.0% | — | 815 | +445 | New | Q1 2026 | Apr 13, 2026 |
| Global Wealth Strategies & Associates | History | New | 425 | 35 | 0.01% | — | 817 | +425 | New | Q1 2026 | Apr 03, 2026 |
| CENTRAL TRUST Co | History | No change | 425 | 35 | 0.0% | 0.0% | 816 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sound Income Strategies, LLC | History | New | 417 | 34 | 0.0% | — | 818 | +417 | New | Q1 2026 | Apr 27, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 400 | 32 | 0.0% | 0.0% | 819 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 400 | 32 | 0.01% | 0.01% | 820 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Boreal Capital Management LLC | History | No change | 390 | 32 | 0.03% | 0.02% | 821 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Caldwell Trust Co | History | No change | 390 | 32 | 0.0% | 0.0% | 822 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bell Investment Advisors, Inc | History | New | 383 | 31 | 0.0% | — | 823 | +383 | New | Q1 2026 | Apr 17, 2026 |
| Pioneer Family Office, LLC | History | New | 375 | 30 | 0.02% | — | 825 | +375 | New | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 370 | 30 | 0.0% | 0.0% | 824 | -182 | -32.97% | Q1 2026 | Apr 29, 2026 |
| JPL Wealth Management, LLC | History | New | 355 | 29 | 0.01% | — | 828 | +355 | New | Q1 2026 | May 08, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 361 | 29 | 0.01% | 0.01% | 826 | +2 | 0.56% | Q1 2026 | May 20, 2026 |
| YANKCOM Partnership | History | No change | 357 | 29 | 0.01% | 0.01% | 827 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 345 | 28 | 0.0% | 0.01% | 829 | -215 | -38.39% | Q1 2026 | May 06, 2026 |
| ALLIANZ SE | History | No change | 321 | 26 | 0.0% | 0.0% | 830 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 300 | 26 | 0.01% | 0.01% | 831 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JDM Financial Group LLC | History | New | 312 | 25 | 0.01% | — | 836 | +312 | New | Q1 2026 | May 20, 2026 |
| Financial Life Planners | History | New | 308 | 25 | 0.02% | — | 838 | +308 | New | Q1 2026 | Apr 24, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | New | 306 | 25 | 0.01% | — | 837 | +306 | New | Q1 2026 | May 12, 2026 |
| MTM Investment Management, LLC | History | Added to | 308 | 25 | 0.01% | 0.01% | 832 | +51 | 19.84% | Q1 2026 | May 06, 2026 |
| Horizons Wealth Management | History | No change | 309 | 25 | 0.02% | 0.02% | 833 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 309 | 25 | 0.0% | 0.01% | 834 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Planning Project LLC | History | No change | 300 | 25 | 0.01% | 0.01% | 835 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Crewe Advisors LLC | History | Added to | 300 | 24 | 0.0% | 0.0% | 839 | +1 | 0.33% | Q1 2026 | May 07, 2026 |
| Arlington Trust Co LLC | History | No change | 300 | 24 | 0.0% | 0.0% | 840 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 303 | 24 | 0.01% | 0.01% | 841 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Darwin Wealth Management, LLC | History | New | 279 | 22 | 0.01% | — | 843 | +279 | New | Q1 2026 | May 01, 2026 |
| TD Capital Management LLC | History | Added to | 275 | 22 | 0.0% | 0.0% | 842 | +2 | 0.73% | Q1 2026 | May 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 254 | 20 | 0.0% | 0.0% | 844 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Valued Wealth Advisors LLC | History | No change | 243 | 20 | 0.01% | 0.01% | 845 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Napier Financial, LLC | History | New | 235 | 19 | 0.0% | — | 850 | +235 | New | Q1 2026 | May 05, 2026 |
| Covestor Ltd | History | Added to | 232 | 19 | 0.01% | 0.01% | 848 | +9 | 4.04% | Q1 2026 | May 05, 2026 |
| Lavaca Capital LLC | History | No change | 242 | 19 | 0.0% | 0.0% | 846 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Realta Investment Advisors | History | No change | 234 | 19 | 0.01% | 0.01% | 847 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Decker Retirement Planning Inc. | History | No change | 232 | 19 | 0.01% | 0.01% | 849 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 210 | 17 | 0.02% | — | 851 | +210 | New | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 201 | 16 | 0.0% | 0.0% | 853 | -501 | -71.37% | Q1 2026 | Apr 07, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 200 | 16 | 0.0% | — | 855 | +200 | New | Q1 2026 | Apr 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 200 | 16 | 0.0% | 0.0% | 852 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LRI Investments, LLC | History | No change | 200 | 16 | 0.0% | 0.0% | 854 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| REXFORD CAPITAL INC | History | New | 186 | 15 | 0.01% | — | 858 | +186 | New | Q1 2026 | Apr 23, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 193 | 15 | 0.01% | 0.01% | 857 | +1 | 0.52% | Q1 2026 | Apr 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 185 | 15 | 0.0% | 0.0% | 856 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Redwood Park Advisors LLC | History | New | 181 | 14 | 0.01% | — | 861 | +181 | New | Q1 2026 | May 04, 2026 |
| NFSG Corp | History | Added to | 174 | 14 | 0.0% | 0.0% | 859 | +67 | 62.62% | Q1 2026 | May 05, 2026 |
| Caitlin John, LLC | History | Added to | 172 | 14 | 0.01% | 0.01% | 860 | +1 | 0.58% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | New | 161 | 13 | 0.0% | — | 862 | +161 | New | Q1 2026 | Apr 13, 2026 |
| Bank of Jackson Hole Trust | History | New | 138 | 11 | 0.01% | — | 864 | +138 | New | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Added to | 139 | 11 | 0.0% | 0.0% | 863 | +65 | 87.84% | Q1 2026 | Apr 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 131 | 10 | 0.0% | 0.0% | 865 | +62 | 89.86% | Q1 2026 | May 18, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 130 | 10 | 0.0% | 0.0% | 867 | -10 | -7.14% | Q1 2026 | Apr 29, 2026 |
| Anfield Capital Management, LLC | History | No change | 123 | 10 | 0.0% | 0.0% | 866 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 115 | 9 | 0.0% | — | 869 | +115 | New | Q1 2026 | May 06, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 113 | 9 | 0.01% | — | 870 | +113 | New | Q1 2026 | May 12, 2026 |
| Hurley Capital, LLC | History | No change | 120 | 9 | 0.0% | 0.01% | 868 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 105 | 8 | 0.01% | — | 875 | +105 | New | Q1 2026 | May 12, 2026 |
| New England Capital Financial Advisors LLC | History | New | 100 | 8 | 0.0% | — | 873 | +100 | New | Q1 2026 | Apr 27, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 100 | 8 | 0.0% | — | 874 | +100 | New | Q1 2026 | May 08, 2026 |
| HM PAYSON & CO | History | Added to | 101 | 8 | 0.0% | 0.0% | 871 | +57 | 129.55% | Q1 2026 | Apr 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 106 | 8 | 0.0% | 0.0% | 872 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Archer Investment Corp | History | Reduced | 96 | 7 | 0.0% | 0.0% | 877 | -96 | -50.0% | Q1 2026 | May 04, 2026 |
| S&T BANK/PA | History | No change | 96 | 7 | 0.0% | 0.0% | 876 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strengthening Families & Communities, LLC | History | New | 81 | 6 | 0.0% | — | 879 | +81 | New | Q1 2026 | May 11, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 81 | 6 | 0.0% | — | 880 | +81 | New | Q1 2026 | Apr 21, 2026 |
| Legacy Bridge, LLC | History | No change | 81 | 6 | 0.0% | 0.0% | 878 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | New | 62 | 5 | 0.0% | — | 884 | +62 | New | Q1 2026 | Apr 21, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 65 | 5 | 0.0% | 0.0% | 881 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 65 | 5 | 0.0% | 0.0% | 882 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 64 | 5 | 0.0% | 0.0% | 883 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 52 | 4 | 0.0% | 0.0% | 888 | +16 | 44.44% | Q1 2026 | Apr 09, 2026 |
| Cheviot Value Management, LLC | History | No change | 60 | 4 | 0.0% | 0.0% | 885 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Winch Advisory Services, LLC | History | No change | 52 | 4 | 0.0% | 0.0% | 886 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 53 | 4 | 0.0% | 0.0% | 887 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Orion Capital Management LLC | History | No change | 60 | 4 | 0.0% | 0.0% | 889 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Viewpoint Capital Management LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 890 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Colonial Trust Co / SC | History | No change | 56 | 4 | 0.0% | 0.0% | 891 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 40 | 3 | 0.0% | 0.0% | 892 | +17 | 73.91% | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | No change | 48 | 3 | 0.0% | 0.0% | 893 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 894 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MRP Capital Investments, LLC | History | New | 35 | 2 | 0.0% | — | 898 | +35 | New | Q1 2026 | May 14, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 26 | 2 | 0.0% | 0.0% | 895 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TSFG, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 896 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 25 | 2 | 0.0% | 0.0% | 897 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 18 | 1 | 0.0% | — | 902 | +18 | New | Q1 2026 | May 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 15 | 1 | 0.0% | 0.0% | 899 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Quaker Wealth Management, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 900 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Kingdom Financial Group LLC. | History | No change | 18 | 1 | 0.0% | 0.0% | 901 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Chan Zuckerberg Initiative, LLC | History | Closed out | 0 | 0 | — | 37.28% | — | -664,838 | -100.0% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Closed out | 0 | 0 | — | 0.02% | — | -637,849 | -100.0% | Q1 2026 | May 18, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 7.95% | — | -322,069 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -311,054 | -100.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -97,635 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.01% | — | -85,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Closed out | 0 | 0 | — | 2.04% | — | -73,289 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Select Asset Management & Trust | History | Closed out | 0 | 0 | — | 1.6% | — | -61,342 | -100.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -49,277 | -100.0% | Q1 2026 | May 15, 2026 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -37,820 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Payne Capital LLC | History | Closed out | 0 | 0 | — | 3.19% | — | -37,496 | -100.0% | Q1 2026 | Apr 20, 2026 |
| National Philanthropic Trust | History | Closed out | 0 | 0 | — | 0.03% | — | -31,602 | -100.0% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.16% | — | -20,675 | -100.0% | Q1 2026 | Apr 24, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -11,649 | -100.0% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -11,429 | -100.0% | Q1 2026 | May 15, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,396 | -100.0% | Q1 2026 | May 07, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -10,105 | -100.0% | Q1 2026 | May 04, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,852 | -100.0% | Q1 2026 | May 11, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,801 | -100.0% | Q1 2026 | May 08, 2026 |
| Estate Counselors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,080 | -100.0% | Q1 2026 | May 15, 2026 |
| Wellington Shields Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,957 | -100.0% | Q1 2026 | May 04, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,811 | -100.0% | Q1 2026 | May 14, 2026 |
| Americana Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,225 | -100.0% | Q1 2026 | May 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,067 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,954 | -100.0% | Q1 2026 | May 12, 2026 |
| HANCOCK WHITNEY CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,637 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,365 | -100.0% | Q1 2026 | Apr 29, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,851 | -100.0% | Q1 2026 | May 07, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,720 | -100.0% | Q1 2026 | May 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,533 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Veracity Capital LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,806 | -100.0% | Q1 2026 | Apr 09, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Closed out | 0 | 0 | — | 0.04% | — | -2,675 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,650 | -100.0% | Q1 2026 | May 11, 2026 |
| Spectrum Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -2,495 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Prosperity Consulting Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,440 | -100.0% | Q1 2026 | May 05, 2026 |
| Fielder Capital Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,417 | -100.0% | Q1 2026 | May 12, 2026 |
| Crumly & Associates Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,414 | -100.0% | Q1 2026 | Apr 02, 2026 |
| 1ST SOURCE BANK | History | Closed out | 0 | 0 | — | 0.01% | — | -2,394 | -100.0% | Q1 2026 | May 04, 2026 |
| GM Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,393 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,958 | -100.0% | Q1 2026 | May 11, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -1,791 | -100.0% | Q1 2026 | Apr 16, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,336 | -100.0% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -692 | -100.0% | Q1 2026 | May 06, 2026 |
| Canton Hathaway, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -654 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Vinland Capital Management Gestora de Recursos LTDA. | History | Closed out | 0 | 0 | — | 3.43% | — | -613 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Tidemark, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -516 | -100.0% | Q1 2026 | May 07, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -460 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -430 | -100.0% | Q1 2026 | May 04, 2026 |
| Family Manage LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | May 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -347 | -100.0% | Q1 2026 | May 14, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -342 | -100.0% | Q1 2026 | May 11, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -213 | -100.0% | Q1 2026 | May 11, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -208 | -100.0% | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -202 | -100.0% | Q1 2026 | May 15, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Atlantic Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -122 | -100.0% | Q1 2026 | May 08, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q1 2026 | May 12, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | May 05, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q1 2026 | May 01, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | Apr 17, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 07, 2026 |
| Scarborough Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 07, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |