SELECT SECTOR SPDR TRUST - XLRE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Added to | 47,961,726 | 1,958,277 | 1.33% | 1.29% | 1 | +3,468,550 | 7.8% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 7,294,695 | 297,842 | 0.02% | 0.02% | 2 | +817,339 | 12.62% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 7,179,190 | 293,126 | 0.02% | 0.06% | 3 | -12,675,013 | -63.84% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,769,742 | 232,001 | 0.01% | 0.0% | 4 | +5,559,995 | 2650.81% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 4,117,461 | 168,115 | 0.04% | 0.04% | 5 | +109,443 | 2.73% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,994,740 | 163,105 | 0.03% | 0.03% | 6 | +110,043 | 2.83% | Q1 2026 | May 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 3,321,533 | 135,618 | 2.89% | 2.78% | 7 | +52,739 | 1.61% | Q1 2026 | May 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 2,731,500 | 111,527 | 0.09% | 0.33% | 8 | -3,004,200 | -52.38% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,605,098 | 106,366 | 0.02% | 0.01% | 9 | +913,443 | 54.0% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 1,599,989 | 65,327 | 0.96% | 0.91% | 10 | +115,764 | 7.8% | Q1 2026 | Apr 17, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 1,589,587 | 64,902 | 4.75% | 4.44% | 11 | +70,032 | 4.61% | Q1 2026 | Apr 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,571,645 | 64,175 | 0.01% | 0.02% | 12 | -754,769 | -32.44% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Added to | 1,426,962 | 58,262 | 0.27% | 0.31% | 13 | +115,535 | 8.81% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 1,373,623 | 56,085 | 0.06% | 0.06% | 14 | +79,673 | 6.16% | Q1 2026 | May 13, 2026 |
| American Family Investments, Inc. | History | New | 1,367,087 | 55,818 | 1.47% | — | 15 | +1,367,087 | New | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 1,288,221 | 52,598 | 0.08% | 0.08% | 16 | -6,582 | -0.51% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,221,881 | 49,889 | 0.03% | 0.03% | 17 | +26,035 | 2.18% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,183,650 | 48,328 | 0.01% | 0.02% | 18 | -48,937 | -3.97% | Q1 2026 | May 14, 2026 |
| Phoenix Financial Ltd. | History | No change | 1,063,404 | 43,419 | 0.41% | 0.47% | 19 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parcion Private Wealth LLC | History | New | 1,050,724 | 42,901 | 2.66% | — | 20 | +1,050,724 | New | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,030,548 | 42,077 | 0.01% | 0.01% | 21 | +598,656 | 138.61% | Q1 2026 | May 04, 2026 |
| Advisory Alpha, LLC | History | Reduced | 917,501 | 37,463 | 1.02% | 1.16% | 22 | -139,227 | -13.18% | Q1 2026 | May 14, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 783,471 | 31,989 | 0.5% | 0.42% | 23 | +82,359 | 11.75% | Q1 2026 | May 13, 2026 |
| Auto-Owners Insurance Co | History | No change | 766,565 | 31,314 | 0.66% | 0.65% | 24 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 718,918 | 29,354 | 0.06% | 0.03% | 25 | +292,889 | 68.75% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 716,755 | 29,264 | 0.01% | 0.0% | 26 | +125,066 | 21.14% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 701,841 | 28,656 | 0.37% | 0.29% | 27 | +130,358 | 22.81% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 701,043 | 28,623 | 0.0% | 0.0% | 28 | -326,488 | -31.77% | Q1 2026 | May 15, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 659,000 | 26,906 | 0.3% | 0.27% | 29 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Stonebridge Financial Group, LLC | History | New | 639,514 | 26,111 | 2.15% | — | 30 | +639,514 | New | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Added to | 588,063 | 24,010 | 0.06% | 0.06% | 31 | +59,145 | 11.18% | Q1 2026 | May 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 581,690 | 23,767 | 0.76% | 0.73% | 32 | +61,428 | 11.81% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 551,269 | 22,508 | 0.02% | 0.02% | 33 | +16,050 | 3.0% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 535,397 | 21,860 | 0.05% | 0.01% | 34 | +401,497 | 299.85% | Q1 2026 | Apr 22, 2026 |
| Dean, Jacobson Financial Services, LLC | History | New | 522,170 | 21,320 | 13.1% | — | 35 | +522,170 | New | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 510,351 | 20,837 | 0.0% | 0.01% | 36 | -1,367,773 | -72.83% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 493,952 | 20,168 | 0.02% | 0.02% | 37 | +18,847 | 3.97% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 475,451 | 19,412 | 0.54% | 0.52% | 38 | +14,578 | 3.16% | Q1 2026 | May 12, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 460,928 | 18,819 | 2.73% | 2.84% | 39 | +4,411 | 0.97% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Reduced | 455,758 | 18,608 | 0.01% | 0.01% | 40 | -367,846 | -44.66% | Q1 2026 | May 11, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 448,499 | 18,312 | 0.2% | 0.26% | 41 | -119,468 | -21.03% | Q1 2026 | Apr 29, 2026 |
| SIH Partners, LLLP | History | Added to | 445,213 | 18,178 | 0.24% | 0.08% | 42 | +335,082 | 304.26% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 412,626 | 17,169 | 0.03% | 0.04% | 43 | -240,290 | -36.8% | Q1 2026 | Apr 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 411,908 | 16,818 | 0.0% | 0.01% | 44 | -970,492 | -70.2% | Q1 2026 | May 12, 2026 |
| COUNTRY TRUST BANK | History | Added to | 403,236 | 16,464 | 0.31% | 0.25% | 45 | +66,395 | 19.71% | Q1 2026 | Apr 10, 2026 |
| Prentice Wealth Management LLC | History | Added to | 380,776 | 15,547 | 3.51% | 0.64% | 46 | +311,380 | 448.7% | Q1 2026 | Apr 17, 2026 |
| Janney Capital Management LLC | History | No change | 383,844 | 15,488 | 0.97% | 0.97% | 47 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 378,511 | 15,454 | 1.08% | 1.03% | 48 | +9,482 | 2.57% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 375,537 | 15,333 | 0.21% | 0.67% | 49 | -769,675 | -67.21% | Q1 2026 | May 12, 2026 |
| FARMERS TRUST CO | History | Added to | 366,692 | 14,972 | 2.35% | 1.68% | 50 | +112,089 | 44.03% | Q1 2026 | Apr 07, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 362,757 | 14,811 | 4.01% | 3.99% | 51 | +56,674 | 18.52% | Q1 2026 | Apr 17, 2026 |
| Jain Global LLC | History | Added to | 354,052 | 14,455 | 0.06% | 0.01% | 52 | +298,854 | 541.42% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 351,121 | 14,336 | 0.2% | 0.2% | 53 | +6,697 | 1.94% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 344,679 | 14,073 | 0.01% | 0.01% | 54 | -28,312 | -7.59% | Q1 2026 | May 12, 2026 |
| Hudock, Inc. | History | Added to | 334,207 | 13,645 | 2.01% | 1.75% | 55 | +39,409 | 13.37% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 330,994 | 13,514 | 0.05% | 0.05% | 56 | +15,854 | 5.03% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 330,635 | 13,499 | 0.07% | 0.07% | 57 | +48,069 | 17.01% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 307,116 | 12,539 | 0.02% | — | 58 | +307,116 | New | Q1 2026 | May 13, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 303,152 | 12,377 | 0.81% | 0.8% | 59 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 302,989 | 12,371 | 0.07% | 0.07% | 60 | +10,228 | 3.49% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 292,879 | 11,958 | 0.46% | 0.44% | 61 | -2,168 | -0.73% | Q1 2026 | May 12, 2026 |
| Trust Asset Management LLC | History | No change | 285,208 | 11,645 | 0.83% | 0.78% | 62 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 277,338 | 11,323 | 0.05% | 0.05% | 63 | -19,363 | -6.53% | Q1 2026 | May 07, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 276,106 | 11,273 | 0.34% | 0.28% | 64 | +42,345 | 18.11% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 260,000 | 10,615 | 0.0% | 0.0% | 65 | -122,800 | -32.08% | Q1 2026 | May 15, 2026 |
| Brio Consultants, LLC | History | Added to | 239,993 | 10,600 | 1.3% | 1.2% | 66 | +10,716 | 4.67% | Q1 2026 | May 06, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 251,930 | 10,291 | 0.88% | 0.88% | 67 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| American Financial Advisors, LLC | History | Reduced | 238,717 | 9,746 | 1.3% | 1.27% | 68 | -4,532 | -1.86% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 234,312 | 9,566 | 0.01% | 0.01% | 69 | -34,187 | -12.73% | Q1 2026 | Apr 27, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 232,240 | 9,482 | 1.46% | 1.05% | 70 | +46,265 | 24.88% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 225,574 | 9,210 | 0.78% | 0.82% | 71 | -17,775 | -7.3% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 225,430 | 9,204 | 0.03% | 0.02% | 72 | +85,310 | 60.88% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 206,667 | 8,438 | 0.01% | 0.01% | 73 | +28,386 | 15.92% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 205,930 | 8,409 | 0.01% | 0.01% | 74 | +24,078 | 13.24% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 205,235 | 8,379 | 0.22% | 0.03% | 75 | +175,706 | 595.03% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 198,229 | 8,093 | 0.09% | — | 76 | +198,229 | New | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 194,451 | 7,939 | 0.0% | 0.0% | 77 | +56,334 | 40.79% | Q1 2026 | May 08, 2026 |
| Solano Wealth Investment Advisors LLC | History | Added to | 191,991 | 7,838 | 3.91% | 3.61% | 78 | +11,201 | 6.2% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 186,399 | 7,610 | 0.03% | 0.03% | 79 | -365 | -0.2% | Q1 2026 | Apr 24, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 187,220 | 7,559 | 1.17% | 1.17% | 80 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 184,305 | 7,525 | 6.15% | — | 81 | +184,305 | New | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 181,505 | 7,410 | 0.04% | 0.04% | 82 | +36,909 | 25.53% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 179,710 | 7,337 | 0.01% | 0.01% | 83 | -46,697 | -20.63% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 175,572 | 7,168 | 0.17% | 0.11% | 84 | +66,520 | 61.0% | Q1 2026 | May 15, 2026 |
| GenTrust, LLC | History | New | 174,064 | 7,107 | 0.3% | — | 85 | +174,064 | New | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 168,997 | 6,900 | 0.02% | 0.02% | 86 | -13,085 | -7.19% | Q1 2026 | Apr 30, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 167,883 | 6,854 | 2.19% | 2.63% | 87 | -30,157 | -15.23% | Q1 2026 | May 08, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 165,059 | 6,739 | 0.01% | 0.0% | 88 | +159,359 | 2795.77% | Q1 2026 | May 15, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 164,463 | 6,715 | 0.38% | 0.37% | 89 | -6,592 | -3.85% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Reduced | 165,463 | 6,313 | 0.01% | 0.01% | 90 | -33,608 | -16.88% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 150,902 | 6,161 | 0.01% | 0.01% | 91 | -5,223 | -3.35% | Q1 2026 | May 15, 2026 |
| LCW Services, LLC | History | New | 150,826 | 6,158 | 3.06% | — | 92 | +150,826 | New | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 145,628 | 5,946 | 0.04% | 0.04% | 93 | +28,305 | 24.13% | Q1 2026 | May 15, 2026 |
| Aspect Partners, LLC | History | Added to | 145,203 | 5,928 | 2.42% | 2.46% | 94 | +5,951 | 4.27% | Q1 2026 | Apr 02, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 143,933 | 5,876 | 0.39% | 0.42% | 95 | -10,338 | -6.7% | Q1 2026 | Apr 10, 2026 |
| Cedar Point Capital Partners, LLC | History | New | 141,984 | 5,797 | 3.77% | — | 96 | +141,984 | New | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 90,093 | 5,699 | 0.0% | 0.0% | 97 | +28,696 | 46.74% | Q1 2026 | May 12, 2026 |
| Econ Financial Services Corp | History | New | 138,915 | 5,671 | 2.63% | — | 98 | +138,915 | New | Q1 2026 | Apr 21, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 131,543 | 5,582 | 0.78% | 0.74% | 99 | +5,037 | 3.98% | Q1 2026 | Apr 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 135,802 | 5,544 | 0.12% | 0.12% | 100 | +5,249 | 4.02% | Q1 2026 | May 14, 2026 |
| Stadion Money Management, LLC | History | Reduced | 133,733 | 5,460 | 0.55% | 1.88% | 101 | -439,646 | -76.68% | Q1 2026 | May 15, 2026 |
| Jacobi Capital Management LLC | History | Added to | 133,442 | 5,448 | 0.3% | 0.25% | 102 | +24,904 | 22.94% | Q1 2026 | May 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 133,268 | 5,441 | 0.18% | 0.18% | 103 | -3,335 | -2.44% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 133,095 | 5,434 | 0.03% | 0.07% | 104 | -248,825 | -65.15% | Q1 2026 | Apr 24, 2026 |
| CHOREO, LLC | History | Reduced | 132,141 | 5,395 | 0.07% | 0.07% | 105 | -4,622 | -3.38% | Q1 2026 | May 12, 2026 |
| Algorithmic Investment Models, LLC | History | Added to | 131,530 | 5,370 | 6.63% | 5.83% | 106 | +14,391 | 12.29% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 130,564 | 5,330 | 0.03% | 0.04% | 107 | -36,663 | -21.92% | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | Added to | 130,196 | 5,315 | 0.06% | 0.05% | 108 | +12,274 | 10.41% | Q1 2026 | Apr 16, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 128,426 | 5,243 | 0.03% | 0.01% | 109 | +70,162 | 120.42% | Q1 2026 | May 14, 2026 |
| American National Bank of Texas | History | Added to | 128,164 | 5,232 | 4.99% | 4.95% | 110 | +528 | 0.41% | Q1 2026 | Apr 09, 2026 |
| Certified Advisory Corp | History | Reduced | 123,693 | 5,049 | 0.45% | 0.62% | 111 | -44,849 | -26.61% | Q1 2026 | Apr 17, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 123,573 | 5,045 | 2.0% | 1.72% | 112 | +8,634 | 7.51% | Q1 2026 | Apr 14, 2026 |
| FLC Capital Advisors | History | Added to | 121,233 | 4,949 | 0.88% | 0.84% | 113 | +9,063 | 8.08% | Q1 2026 | May 01, 2026 |
| CacheTech Inc. | History | Reduced | 119,190 | 4,866 | 0.94% | 0.92% | 114 | -4,475 | -3.62% | Q1 2026 | May 11, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 117,695 | 4,805 | 0.18% | 0.17% | 115 | +4,888 | 4.33% | Q1 2026 | Apr 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 114,669 | 4,681 | 0.02% | 0.03% | 116 | +3,319 | 2.98% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 114,616 | 4,679 | 0.26% | 0.28% | 117 | -9,850 | -7.91% | Q1 2026 | Apr 20, 2026 |
| Adams Wealth Management | History | Reduced | 114,161 | 4,661 | 1.02% | 1.06% | 118 | -9,504 | -7.69% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 113,418 | 4,630 | 0.01% | 0.01% | 119 | -10,466 | -8.45% | Q1 2026 | May 04, 2026 |
| Talon Private Wealth, LLC | History | New | 113,303 | 4,626 | 0.61% | — | 120 | +113,303 | New | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 113,287 | 4,571 | 0.03% | 0.03% | 121 | -12,274 | -9.78% | Q1 2026 | May 15, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | New | 109,826 | 4,484 | 4.81% | — | 122 | +109,826 | New | Q1 2026 | Apr 20, 2026 |
| Legacy Private Trust Co. | History | Reduced | 108,241 | 4,419 | 0.27% | 0.26% | 123 | -3,693 | -3.3% | Q1 2026 | Apr 07, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 107,879 | 4,405 | 0.9% | 1.06% | 124 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 106,376 | 4,343 | 0.33% | 0.24% | 125 | +18,488 | 21.04% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 104,766 | 4,277 | 0.0% | 0.0% | 126 | +74,363 | 244.59% | Q1 2026 | May 13, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 104,758 | 4,277 | 0.85% | 0.83% | 127 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Swan Global Investments, LLC | History | Reduced | 104,403 | 4,262 | 0.14% | 0.16% | 128 | -31,353 | -23.1% | Q1 2026 | May 07, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 105,424 | 4,253 | 0.39% | 0.45% | 129 | -3,490 | -3.2% | Q1 2026 | Apr 09, 2026 |
| CAP Partners, LLC | History | Added to | 103,924 | 4,243 | 2.4% | 2.23% | 130 | +6,574 | 6.75% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 102,797 | 4,197 | 0.15% | 0.17% | 131 | +11,481 | 12.57% | Q1 2026 | May 19, 2026 |
| Nelson Capital Management, LLC | History | Added to | 102,602 | 4,189 | 0.51% | 0.48% | 132 | +833 | 0.82% | Q1 2026 | May 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 102,373 | 4,179 | 0.06% | 0.06% | 133 | -2,440 | -2.33% | Q1 2026 | May 01, 2026 |
| Norris Financial Group, LLC | History | New | 101,930 | 4,161 | 1.36% | — | 134 | +101,930 | New | Q1 2026 | May 20, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 101,379 | 4,139 | 0.19% | 0.16% | 135 | +12,579 | 14.17% | Q1 2026 | May 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 98,436 | 4,019 | 0.15% | 0.16% | 136 | -8,215 | -7.7% | Q1 2026 | May 14, 2026 |
| Rothschild Capital Partners, LLC | History | Reduced | 96,864 | 3,954 | 0.97% | 0.98% | 137 | -6,143 | -5.96% | Q1 2026 | May 15, 2026 |
| Arch Global Advisors, LLC | History | New | 94,079 | 3,841 | 2.0% | — | 138 | +94,079 | New | Q1 2026 | Apr 15, 2026 |
| BARCLAYS PLC | History | Reduced | 93,591 | 3,821 | 0.0% | 0.0% | 139 | -151,473 | -61.81% | Q1 2026 | May 14, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 93,273 | 3,808 | 0.8% | 0.71% | 140 | +5,711 | 6.52% | Q1 2026 | May 12, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 82,432 | 3,659 | 0.61% | 0.57% | 141 | +825 | 1.01% | Q1 2026 | May 08, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 89,366 | 3,648 | 0.08% | 0.08% | 142 | +4,607 | 5.44% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 87,262 | 3,562 | 0.0% | 0.0% | 143 | -15,248 | -14.87% | Q1 2026 | May 14, 2026 |
| PSI Advisors, LLC | History | Reduced | 86,088 | 3,514 | 0.84% | 1.08% | 144 | -20,945 | -19.57% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 85,055 | 3,472 | 0.0% | 0.0% | 145 | +27,712 | 48.33% | Q1 2026 | May 13, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 84,140 | 3,435 | 0.18% | 0.18% | 146 | -1,284 | -1.5% | Q1 2026 | Apr 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 85,217 | 3,409 | 0.0% | 0.0% | 147 | +9,825 | 13.03% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Added to | 83,201 | 3,397 | 0.14% | 0.04% | 148 | +60,389 | 264.72% | Q1 2026 | May 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 82,517 | 3,368 | 0.32% | 0.36% | 149 | -12,189 | -12.87% | Q1 2026 | Apr 23, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 83,352 | 3,363 | 0.71% | 0.71% | 150 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 81,355 | 3,322 | 0.03% | 0.03% | 151 | +2,297 | 2.91% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 81,004 | 3,307 | 0.01% | 0.01% | 152 | +41,449 | 104.79% | Q1 2026 | May 01, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Reduced | 79,848 | 3,260 | 0.25% | 0.28% | 153 | -11,090 | -12.2% | Q1 2026 | Apr 29, 2026 |
| Altura Wealth Advisors Inc. | History | Reduced | 79,533 | 3,247 | 1.42% | 1.83% | 154 | -25,804 | -24.5% | Q1 2026 | May 12, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 78,046 | 3,186 | 0.13% | 0.12% | 155 | +1,211 | 1.58% | Q1 2026 | Apr 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 77,263 | 3,154 | 0.0% | 0.0% | 156 | +26,800 | 53.11% | Q1 2026 | May 05, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 76,232 | 3,112 | 0.69% | 1.17% | 157 | -54,673 | -41.77% | Q1 2026 | Apr 03, 2026 |
| 1ST SOURCE BANK | History | Reduced | 75,551 | 3,084 | 0.16% | 0.17% | 158 | -5,279 | -6.53% | Q1 2026 | May 04, 2026 |
| FORBES J M & CO LLP | History | No change | 74,904 | 3,058 | 0.26% | 0.24% | 159 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 74,889 | 3,057 | 0.18% | 0.18% | 160 | -239 | -0.32% | Q1 2026 | Apr 17, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 74,849 | 3,056 | 0.83% | 0.85% | 161 | -453 | -0.6% | Q1 2026 | Apr 29, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 74,591 | 3,045 | 0.24% | 0.25% | 162 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 74,236 | 3,031 | 0.18% | 0.18% | 163 | +1,874 | 2.59% | Q1 2026 | Apr 13, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 73,934 | 3,018 | 1.33% | 1.39% | 164 | -1,813 | -2.39% | Q1 2026 | Apr 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 70,711 | 2,887 | 0.01% | 0.01% | 165 | -3,049 | -4.13% | Q1 2026 | May 11, 2026 |
| Spahn Wealth & Retirement LLC | History | New | 68,737 | 2,806 | 3.57% | — | 166 | +68,737 | New | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 66,624 | 2,720 | 0.02% | 0.02% | 167 | -1,744 | -2.55% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 66,415 | 2,711 | 0.03% | 0.01% | 168 | +39,193 | 143.98% | Q1 2026 | May 12, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 65,864 | 2,689 | 0.58% | 0.45% | 169 | +16,324 | 32.95% | Q1 2026 | May 15, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 65,108 | 2,658 | 2.02% | 1.94% | 170 | -843 | -1.28% | Q1 2026 | Apr 30, 2026 |
| Concentric Capital Strategies, LP | History | New | 64,749 | 2,643 | 0.22% | — | 171 | +64,749 | New | Q1 2026 | May 15, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 63,994 | 2,612 | 1.12% | 0.97% | 172 | +5,637 | 9.66% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 63,936 | 2,610 | 0.0% | 0.0% | 173 | +8,930 | 16.23% | Q1 2026 | May 13, 2026 |
| J. Team Financial, Inc. | History | Reduced | 63,315 | 2,585 | 2.89% | 2.64% | 174 | -2,080 | -3.18% | Q1 2026 | Apr 22, 2026 |
| RPg Family Wealth Advisory, LLC | History | New | 63,016 | 2,572 | 0.54% | — | 175 | +63,016 | New | Q1 2026 | May 14, 2026 |
| Risk Paradigm Group, LLC | History | New | 62,909 | 2,568 | 2.19% | — | 176 | +62,909 | New | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 61,420 | 2,507 | 0.09% | 0.09% | 177 | -7,962 | -11.48% | Q1 2026 | Apr 22, 2026 |
| NBT BANK N A /NY | History | Added to | 61,181 | 2,498 | 0.16% | 0.16% | 178 | +967 | 1.61% | Q1 2026 | Apr 28, 2026 |
| STATE STREET CORP | History | Added to | 61,005 | 2,490 | 0.0% | 0.0% | 179 | +25,700 | 72.79% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 60,673 | 2,477 | 0.04% | 0.04% | 180 | -534 | -0.87% | Q1 2026 | Apr 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 59,566 | 2,432 | 0.0% | 0.0% | 181 | +19,700 | 49.42% | Q1 2026 | May 15, 2026 |
| Hills Bank & Trust Co | History | Added to | 59,516 | 2,430 | 0.12% | 0.08% | 182 | +25,931 | 77.21% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Reduced | 59,456 | 2,427 | 0.01% | 0.01% | 183 | -8,226 | -12.15% | Q1 2026 | May 12, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 58,074 | 2,371 | 0.56% | 0.55% | 184 | -668 | -1.14% | Q1 2026 | Apr 29, 2026 |
| Empirical Asset Management, LLC | History | Added to | 57,489 | 2,347 | 0.62% | 0.62% | 185 | +2,753 | 5.03% | Q1 2026 | May 11, 2026 |
| SG Americas Securities, LLC | History | Reduced | 57,381 | 2,343 | 0.0% | 0.02% | 186 | -355,360 | -86.1% | Q1 2026 | Apr 16, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 57,175 | 2,341 | 0.01% | 0.01% | 187 | -1,138 | -1.95% | Q1 2026 | May 12, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Added to | 55,753 | 2,276 | 0.88% | 0.49% | 188 | +24,941 | 80.95% | Q1 2026 | Apr 08, 2026 |
| LightSquare Wealth Management, LLC | History | New | 54,993 | 2,245 | 1.68% | — | 189 | +54,993 | New | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 54,033 | 2,206 | 0.01% | 0.01% | 190 | +10,568 | 24.31% | Q1 2026 | May 08, 2026 |
| Triangle Securities Wealth Management | History | Added to | 53,931 | 2,202 | 0.5% | 0.44% | 191 | +2,341 | 4.54% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 53,818 | 2,197 | 0.03% | 0.01% | 192 | +37,785 | 235.67% | Q1 2026 | May 15, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 52,333 | 2,185 | 0.13% | 0.12% | 193 | +1,595 | 3.14% | Q1 2026 | Apr 07, 2026 |
| WBH ADVISORY INC | History | Added to | 53,311 | 2,183 | 0.16% | 0.16% | 194 | +842 | 1.6% | Q1 2026 | Apr 27, 2026 |
| Manske Wealth Management | History | Added to | 53,482 | 2,183 | 0.61% | 0.64% | 195 | +53 | 0.1% | Q1 2026 | Apr 30, 2026 |
| Banco Santander, S.A. | History | Added to | 53,420 | 2,181 | 0.02% | 0.01% | 196 | +26,035 | 95.07% | Q1 2026 | May 08, 2026 |
| STEPHENS INC /AR/ | History | Added to | 52,912 | 2,160 | 0.03% | 0.03% | 197 | +724 | 1.39% | Q1 2026 | Apr 28, 2026 |
| HighPoint Advisor Group LLC | History | New | 52,109 | 2,127 | 0.09% | — | 198 | +52,109 | New | Q1 2026 | May 14, 2026 |
| Premier Private Wealth Management LLC | History | Reduced | 52,027 | 2,124 | 2.24% | 3.11% | 199 | -21,295 | -29.04% | Q1 2026 | May 07, 2026 |
| CX Institutional | History | Added to | 51,572 | 2,106 | 0.06% | 0.05% | 200 | +7,430 | 16.83% | Q1 2026 | Apr 06, 2026 |
| Trek Financial, LLC | History | Added to | 50,237 | 2,051 | 0.11% | 0.11% | 201 | +1,439 | 2.95% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 50,226 | 2,050 | 0.24% | — | 202 | +50,226 | New | Q1 2026 | May 15, 2026 |
| Horizons Wealth Management | History | Reduced | 50,096 | 2,045 | 1.34% | 1.34% | 203 | -642 | -1.27% | Q1 2026 | Apr 02, 2026 |
| Dakota Wealth Management | History | Added to | 49,255 | 2,011 | 0.04% | 0.03% | 204 | +1,963 | 4.15% | Q1 2026 | May 07, 2026 |
| Redwood Financial Network Corp | History | Reduced | 46,631 | 1,903 | 1.25% | 1.27% | 205 | -2,639 | -5.36% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 20,640 | 1,902 | 0.09% | 0.01% | 206 | -52,308 | -71.71% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Added to | 42,323 | 1,854 | 0.06% | 0.05% | 207 | +3,073 | 7.83% | Q1 2026 | Apr 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 45,394 | 1,853 | 0.0% | 0.0% | 208 | -10,127 | -18.24% | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | Added to | 44,362 | 1,811 | 0.02% | 0.01% | 209 | +25,250 | 132.12% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 44,272 | 1,807 | 0.0% | 0.0% | 210 | -8,555 | -16.19% | Q1 2026 | May 14, 2026 |
| Centennial Bank/AR/ | History | Added to | 44,127 | 1,801 | 0.65% | 0.69% | 211 | +967 | 2.24% | Q1 2026 | May 06, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 43,962 | 1,794 | 0.02% | 0.36% | 212 | -772,367 | -94.61% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 43,928 | 1,793 | 0.02% | 0.02% | 213 | -9,172 | -17.27% | Q1 2026 | May 13, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 43,705 | 1,784 | 0.52% | 0.46% | 214 | +2,720 | 6.64% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 43,502 | 1,781 | 0.09% | 0.09% | 215 | -1,779 | -3.93% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 43,972 | 1,774 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 40,371 | 1,767 | 0.0% | — | 217 | +40,371 | New | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 43,075 | 1,758 | 0.01% | 0.0% | 218 | +32,029 | 289.96% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 42,901 | 1,751 | 0.02% | 0.03% | 219 | -16,570 | -27.86% | Q1 2026 | Apr 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 42,265 | 1,725 | 0.06% | 0.01% | 220 | +4,681 | 12.45% | Q1 2026 | Apr 23, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 42,208 | 1,723 | 0.27% | 0.26% | 221 | +5,051 | 13.59% | Q1 2026 | Apr 09, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 41,062 | 1,677 | 0.43% | 0.42% | 222 | -3,938 | -8.75% | Q1 2026 | Apr 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 40,685 | 1,661 | 0.01% | 0.0% | 223 | +32,379 | 389.83% | Q1 2026 | May 13, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 40,577 | 1,656 | 0.07% | — | 224 | +40,577 | New | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 40,497 | 1,653 | 0.07% | 0.08% | 225 | -2,148 | -5.04% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Added to | 40,342 | 1,647 | 0.0% | 0.0% | 226 | +146 | 0.36% | Q1 2026 | May 14, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | Reduced | 40,192 | 1,641 | 2.59% | 1.94% | 227 | -6,044 | -13.07% | Q1 2026 | May 12, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 40,035 | 1,634 | 0.53% | 0.57% | 228 | -2,719 | -6.36% | Q1 2026 | May 01, 2026 |
| RFG Advisory, LLC | History | Reduced | 39,990 | 1,632 | 0.03% | 0.03% | 229 | -3,498 | -8.04% | Q1 2026 | Apr 17, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 39,948 | 1,631 | 0.21% | 0.24% | 230 | -6,367 | -13.75% | Q1 2026 | Apr 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 39,855 | 1,627 | 0.03% | 0.03% | 231 | +6,717 | 20.27% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 39,179 | 1,599 | 0.0% | 0.0% | 232 | +28,416 | 264.02% | Q1 2026 | May 14, 2026 |
| LexAurum Advisors, LLC | History | New | 39,117 | 1,597 | 0.21% | — | 233 | +39,117 | New | Q1 2026 | Apr 13, 2026 |
| Atria Investments, Inc | History | Reduced | 38,992 | 1,592 | 0.02% | 0.03% | 234 | -33,870 | -46.49% | Q1 2026 | May 05, 2026 |
| LifeGoal Investments, LLC | History | New | 38,311 | 1,572 | 0.9% | — | 235 | +38,311 | New | Q1 2026 | Apr 14, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 37,654 | 1,537 | 0.03% | 0.06% | 236 | -43,636 | -53.68% | Q1 2026 | May 12, 2026 |
| Oath Planning, LLC | History | Added to | 37,399 | 1,527 | 1.36% | 1.29% | 237 | +5,075 | 15.7% | Q1 2026 | May 08, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 37,254 | 1,521 | 0.74% | 0.67% | 238 | +2,551 | 7.35% | Q1 2026 | May 07, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 36,874 | 1,505 | 0.12% | 0.09% | 239 | +6,058 | 19.66% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 36,863 | 1,505 | 0.01% | 0.01% | 240 | +1,252 | 3.52% | Q1 2026 | Apr 30, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 36,709 | 1,498 | 0.14% | 0.13% | 241 | +744 | 2.07% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 36,605 | 1,494 | 0.0% | 0.0% | 242 | -10,726 | -22.66% | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 36,128 | 1,475 | 0.16% | — | 243 | +36,128 | New | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 36,011 | 1,470 | 0.01% | 0.01% | 244 | -456 | -1.25% | Q1 2026 | May 04, 2026 |
| Orange Investment Advisors, Inc. | History | Added to | 35,994 | 1,469 | 0.19% | 0.15% | 245 | +1,526 | 4.43% | Q1 2026 | Apr 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 35,876 | 1,464 | 0.03% | 0.02% | 246 | +14,898 | 71.02% | Q1 2026 | May 11, 2026 |
| BAILARD, INC. | History | Reduced | 35,568 | 1,452 | 0.03% | 0.04% | 247 | -14,697 | -29.24% | Q1 2026 | May 11, 2026 |
| SMI Advisory Services, LLC | History | New | 34,341 | 1,434 | 0.24% | — | 248 | +34,341 | New | Q1 2026 | Apr 07, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 35,083 | 1,432 | 0.6% | 0.55% | 249 | +2,133 | 6.47% | Q1 2026 | Apr 23, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 34,741 | 1,418 | 0.41% | 0.38% | 250 | +2,644 | 8.24% | Q1 2026 | Apr 20, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 32,897 | 1,408 | 0.29% | 0.29% | 251 | +408 | 1.26% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 31,719 | 1,401 | 0.19% | 0.21% | 252 | -1,028 | -3.14% | Q1 2026 | May 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 33,745 | 1,377 | 0.01% | 0.01% | 253 | +3,598 | 11.93% | Q1 2026 | Apr 20, 2026 |
| CHEMUNG CANAL TRUST CO | History | Reduced | 33,619 | 1,372 | 0.28% | 0.29% | 254 | -3,322 | -8.99% | Q1 2026 | Apr 22, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 33,709 | 1,360 | 0.05% | 0.05% | 255 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 33,125 | 1,352 | 0.64% | 0.62% | 256 | +1,723 | 5.49% | Q1 2026 | May 05, 2026 |
| Clearview Wealth Management LLC | History | New | 33,032 | 1,348 | 0.95% | — | 257 | +33,032 | New | Q1 2026 | May 15, 2026 |
| Global Trust Wealth Management LLC | History | Added to | 32,997 | 1,347 | 1.02% | 0.63% | 258 | +12,032 | 57.39% | Q1 2026 | Apr 14, 2026 |
| Urban Financial Advisory Corp | History | Added to | 32,878 | 1,342 | 0.47% | 0.45% | 259 | +4,338 | 15.2% | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 32,769 | 1,337 | 0.01% | 0.01% | 260 | -211 | -0.64% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 32,633 | 1,332 | 0.0% | 0.0% | 261 | +15,721 | 92.96% | Q1 2026 | May 07, 2026 |
| One Wealth Map LLC | History | Added to | 29,963 | 1,327 | 0.62% | 0.62% | 262 | +337 | 1.14% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | Added to | 32,236 | 1,316 | 0.0% | 0.0% | 263 | +9,552 | 42.11% | Q1 2026 | May 14, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 32,092 | 1,310 | 0.52% | 0.51% | 264 | -527 | -1.62% | Q1 2026 | May 14, 2026 |
| Beacon Bank & Trust | History | Reduced | 32,072 | 1,309 | 0.27% | 0.31% | 265 | -6,016 | -15.8% | Q1 2026 | Apr 28, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 31,845 | 1,300 | 0.47% | 0.45% | 266 | +1,206 | 3.94% | Q1 2026 | May 06, 2026 |
| XTX Topco Ltd | History | Added to | 31,307 | 1,278 | 0.02% | 0.02% | 267 | +15,954 | 103.91% | Q1 2026 | May 15, 2026 |
| Stillwater Capital Advisors, LLC | History | Reduced | 31,161 | 1,272 | 0.15% | 0.14% | 268 | -619 | -1.95% | Q1 2026 | Apr 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 31,048 | 1,267 | 0.0% | 0.0% | 269 | +6,574 | 26.86% | Q1 2026 | May 08, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 31,022 | 1,266 | 0.08% | 0.08% | 270 | -525 | -1.66% | Q1 2026 | Apr 14, 2026 |
| Simmons Bank | History | Added to | 31,003 | 1,265 | 0.08% | 0.08% | 271 | +3,052 | 10.92% | Q1 2026 | Apr 23, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 30,790 | 1,257 | 0.02% | 0.02% | 272 | -3,448 | -10.07% | Q1 2026 | Apr 21, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 30,551 | 1,247 | 1.08% | 0.96% | 273 | +3,456 | 12.76% | Q1 2026 | Apr 21, 2026 |
| Powerhouse Assets LLC | History | Added to | 30,527 | 1,246 | 1.08% | 1.08% | 274 | +147 | 0.48% | Q1 2026 | Apr 28, 2026 |
| Ignite Planners, LLC | History | Reduced | 30,417 | 1,238 | 0.19% | 0.2% | 275 | -725 | -2.33% | Q1 2026 | Apr 17, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 30,196 | 1,232 | 0.02% | 0.02% | 276 | -1,318 | -4.18% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 29,887 | 1,220 | 0.02% | 0.02% | 277 | +2,364 | 8.59% | Q1 2026 | May 15, 2026 |
| Fiduciary Group, LLC | History | Added to | 29,865 | 1,219 | 0.1% | 0.09% | 278 | +2,004 | 7.19% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 29,769 | 1,215 | 0.02% | 0.02% | 279 | +5,045 | 20.41% | Q1 2026 | May 18, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 29,312 | 1,196 | 0.09% | 0.08% | 280 | +2,373 | 8.81% | Q1 2026 | May 05, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 29,112 | 1,188 | 0.52% | 0.47% | 281 | +2,313 | 8.63% | Q1 2026 | May 13, 2026 |
| Vantage Financial Partners, LLC | History | No change | 28,834 | 1,163 | 0.24% | 0.24% | 282 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 28,277 | 1,154 | 0.03% | 0.05% | 283 | -25,749 | -47.66% | Q1 2026 | May 15, 2026 |
| Zullo Investment Group, Inc. | History | Added to | 28,119 | 1,148 | 0.44% | 0.38% | 284 | +2,195 | 8.47% | Q1 2026 | Apr 15, 2026 |
| Sherry Group, Inc. | History | Reduced | 27,886 | 1,138 | 1.24% | 1.19% | 285 | -64 | -0.23% | Q1 2026 | May 05, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | Added to | 27,846 | 1,136 | 0.17% | 0.11% | 286 | +9,655 | 53.08% | Q1 2026 | Apr 27, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 27,658 | 1,132 | 0.02% | 0.11% | 287 | -119,979 | -81.27% | Q1 2026 | May 14, 2026 |
| Tanglewood Wealth Management, Inc. | History | New | 27,682 | 1,130 | 0.09% | — | 288 | +27,682 | New | Q1 2026 | Apr 20, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 27,491 | 1,122 | 0.03% | 0.03% | 289 | +3,650 | 15.31% | Q1 2026 | Apr 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 27,038 | 1,103 | 0.0% | 0.0% | 290 | +15,726 | 139.02% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 26,851 | 1,096 | 0.01% | 0.01% | 291 | +768 | 2.94% | Q1 2026 | Apr 23, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 26,540 | 1,083 | 0.08% | 0.47% | 292 | -134,030 | -83.47% | Q1 2026 | May 15, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 26,275 | 1,072 | 0.14% | 0.15% | 293 | -489 | -1.83% | Q1 2026 | Apr 08, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 26,128 | 1,066 | 0.03% | 0.03% | 294 | +1,140 | 4.56% | Q1 2026 | May 01, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 25,758 | 1,051 | 0.01% | 0.02% | 295 | -58,018 | -69.25% | Q1 2026 | May 07, 2026 |
| Cooksen Wealth, LLC | History | Added to | 25,541 | 1,042 | 0.76% | 0.74% | 296 | +632 | 2.54% | Q1 2026 | Apr 30, 2026 |
| AlphaCore Capital LLC | History | Reduced | 25,495 | 1,040 | 0.02% | 0.03% | 297 | -5,121 | -16.73% | Q1 2026 | May 15, 2026 |
| PeakShares LLC | History | Added to | 25,362 | 1,035 | 0.95% | 0.97% | 299 | +792 | 3.22% | Q1 2026 | May 05, 2026 |
| INNEALTA CAPITAL, LLC | History | No change | 25,356 | 1,035 | 0.64% | 0.55% | 298 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 25,331 | 1,034 | 0.0% | 0.0% | 300 | +306 | 1.22% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 25,250 | 1,030 | 0.02% | 0.03% | 301 | -1,181 | -4.47% | Q1 2026 | May 04, 2026 |
| Sowell Financial Services LLC | History | Reduced | 25,044 | 1,022 | 0.04% | 0.04% | 302 | -2,285 | -8.36% | Q1 2026 | Apr 20, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 24,174 | 987 | 0.02% | — | 303 | +24,174 | New | Q1 2026 | Apr 20, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 24,461 | 984 | 0.05% | 0.04% | 304 | +5,465 | 28.77% | Q1 2026 | May 15, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 23,864 | 974 | 0.64% | 0.62% | 305 | +753 | 3.26% | Q1 2026 | Apr 09, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 22,762 | 972 | 0.05% | 0.05% | 306 | +801 | 3.65% | Q1 2026 | Apr 17, 2026 |
| Corsicana & Co. | History | Added to | 23,190 | 970 | 0.61% | 0.52% | 307 | +230 | 1.0% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 23,245 | 949 | 0.03% | 0.03% | 308 | -422 | -1.78% | Q1 2026 | Apr 07, 2026 |
| Impact Investors, Inc | History | Added to | 23,202 | 947 | 0.66% | 0.52% | 309 | +4,727 | 25.59% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 22,960 | 937 | 0.01% | 0.01% | 310 | -1,266 | -5.23% | Q1 2026 | May 13, 2026 |
| Magnus Financial Group LLC | History | Reduced | 22,888 | 934 | 0.08% | 0.07% | 311 | -777 | -3.28% | Q1 2026 | Apr 10, 2026 |
| Cresset Asset Management, LLC | History | Added to | 22,456 | 916 | 0.0% | 0.0% | 312 | +726 | 3.34% | Q1 2026 | May 15, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 22,315 | 911 | 0.0% | 0.0% | 313 | +15,464 | 225.72% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 22,016 | 899 | 0.0% | 0.01% | 314 | -22,908 | -50.99% | Q1 2026 | May 13, 2026 |
| CSS LLC/IL | History | Reduced | 21,900 | 894 | 0.04% | 0.06% | 315 | -10,870 | -33.17% | Q1 2026 | May 15, 2026 |
| Luminist Capital LLC | History | Added to | 21,827 | 891 | 1.18% | 0.99% | 317 | +1,945 | 9.78% | Q1 2026 | Apr 24, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | Reduced | 21,838 | 891 | 0.29% | 0.31% | 316 | -365 | -1.64% | Q1 2026 | May 14, 2026 |
| Texas Yale Capital Corp. | History | Added to | 21,500 | 877 | 0.02% | 0.02% | 318 | +1,500 | 7.5% | Q1 2026 | May 04, 2026 |
| Coral Wealth Management, LLC | History | New | 21,385 | 873 | 0.98% | — | 319 | +21,385 | New | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | Reduced | 21,228 | 866 | 0.6% | 0.81% | 320 | -6,777 | -24.2% | Q1 2026 | May 04, 2026 |
| Advisory Resource Group | History | Added to | 21,159 | 863 | 0.15% | 0.14% | 321 | +967 | 4.79% | Q1 2026 | May 15, 2026 |
| Winter & Associates, Inc. | History | Reduced | 20,404 | 852 | 0.75% | 0.87% | 322 | -2,962 | -12.68% | Q1 2026 | Apr 08, 2026 |
| &PARTNERS | History | Reduced | 20,714 | 845 | 0.0% | 0.02% | 323 | -56,881 | -73.3% | Q1 2026 | May 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 20,714 | 845 | 0.11% | 0.1% | 324 | +123 | 0.6% | Q1 2026 | Apr 13, 2026 |
| Hilltop Holdings Inc. | History | Added to | 20,627 | 842 | 0.08% | 0.03% | 325 | +7,996 | 63.3% | Q1 2026 | May 14, 2026 |
| Kaizen Financial Strategies | History | Reduced | 18,934 | 829 | 0.35% | 0.39% | 326 | -2,983 | -13.61% | Q1 2026 | May 01, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 19,727 | 805 | 0.31% | 0.28% | 327 | +517 | 2.69% | Q1 2026 | May 11, 2026 |
| Blueprint Investment Partners LLC | History | New | 19,603 | 800 | 0.08% | — | 329 | +19,603 | New | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Added to | 19,616 | 800 | 0.02% | 0.01% | 328 | +1,871 | 10.54% | Q1 2026 | Apr 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 19,482 | 795 | 0.02% | — | 330 | +19,482 | New | Q1 2026 | Apr 27, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 19,213 | 784 | 0.13% | 0.13% | 331 | +771 | 4.18% | Q1 2026 | May 13, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Reduced | 18,977 | 774 | 0.13% | 0.13% | 332 | -59 | -0.31% | Q1 2026 | Apr 08, 2026 |
| Blueprint Financial Advisors LLC | History | New | 18,824 | 768 | 0.11% | — | 333 | +18,824 | New | Q1 2026 | May 11, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 18,795 | 767 | 0.62% | 0.71% | 334 | -3,908 | -17.21% | Q1 2026 | May 15, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 18,745 | 765 | 0.11% | 0.11% | 336 | +1,451 | 8.39% | Q1 2026 | Apr 30, 2026 |
| FIL Ltd | History | Reduced | 18,759 | 765 | 0.0% | 0.0% | 335 | -1,265 | -6.32% | Q1 2026 | May 15, 2026 |
| 10Elms LLP | History | Added to | 19,642 | 761 | 0.48% | 0.39% | 337 | +9,162 | 87.42% | Q1 2026 | May 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 18,396 | 751 | 0.12% | 0.13% | 338 | +19 | 0.1% | Q1 2026 | May 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 18,374 | 750 | 0.01% | 0.01% | 339 | -2,037 | -9.98% | Q1 2026 | May 12, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 18,356 | 749 | 0.01% | 0.01% | 340 | +9,775 | 113.91% | Q1 2026 | May 01, 2026 |
| Summit Financial, LLC | History | Added to | 18,362 | 749 | 0.01% | 0.01% | 341 | +4,136 | 29.07% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 18,321 | 748 | 0.0% | 0.0% | 342 | +5,551 | 43.47% | Q1 2026 | May 15, 2026 |
| United Bank | History | Reduced | 18,312 | 747 | 0.25% | 1.23% | 343 | -71,641 | -79.64% | Q1 2026 | May 01, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 18,288 | 746 | 0.05% | 0.05% | 344 | +366 | 2.04% | Q1 2026 | Apr 17, 2026 |
| AMG National Trust Bank | History | Added to | 18,112 | 739 | 0.02% | 0.01% | 345 | +3,772 | 26.3% | Q1 2026 | May 04, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 18,052 | 737 | 0.21% | 0.59% | 346 | -27,697 | -60.54% | Q1 2026 | May 13, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 18,013 | 735 | 0.07% | 0.07% | 347 | -200 | -1.1% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 17,906 | 731 | 0.04% | 0.04% | 348 | -402 | -2.2% | Q1 2026 | Apr 23, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 17,801 | 726 | 0.0% | — | 350 | +17,801 | New | Q1 2026 | May 12, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 17,844 | 726 | 0.0% | 0.01% | 349 | +432 | 2.48% | Q1 2026 | May 05, 2026 |
| DRW Securities, LLC | History | New | 17,630 | 719 | 0.01% | — | 352 | +17,630 | New | Q1 2026 | May 13, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 17,613 | 719 | 0.03% | 0.0% | 351 | +17,165 | 3831.47% | Q1 2026 | Apr 20, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 17,364 | 708 | 0.27% | 0.25% | 353 | +178 | 1.04% | Q1 2026 | May 08, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 17,320 | 707 | 0.02% | — | 354 | +17,320 | New | Q1 2026 | Apr 16, 2026 |
| FMR LLC | History | Added to | 17,188 | 701 | 0.0% | 0.0% | 355 | +2,558 | 17.48% | Q1 2026 | May 15, 2026 |
| Peoples Bank/KS | History | Added to | 17,080 | 697 | 0.7% | 0.68% | 356 | +200 | 1.18% | Q1 2026 | Apr 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 16,811 | 686 | 0.01% | 0.01% | 357 | +5,615 | 50.15% | Q1 2026 | May 15, 2026 |
| Markin Asset Management, LP | History | Added to | 16,395 | 669 | 0.73% | 0.49% | 358 | +5,402 | 49.14% | Q1 2026 | May 15, 2026 |
| Asset Management One Co., Ltd. | History | New | 16,375 | 668 | 0.0% | — | 359 | +16,375 | New | Q1 2026 | May 08, 2026 |
| Creekside Partners | History | Reduced | 16,326 | 666 | 0.27% | 0.29% | 360 | -625 | -3.69% | Q1 2026 | Apr 21, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 16,257 | 663 | 0.07% | 0.06% | 361 | +972 | 6.36% | Q1 2026 | May 12, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 16,000 | 653 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 16,079 | 649 | 0.17% | 0.17% | 363 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Trust Co | History | Reduced | 15,881 | 648 | 0.06% | 0.06% | 364 | -1,204 | -7.05% | Q1 2026 | Apr 13, 2026 |
| Chesapeake Wealth Management | History | Reduced | 15,862 | 647 | 0.2% | 0.23% | 365 | -2,923 | -15.56% | Q1 2026 | May 18, 2026 |
| Integrated Advisors Network LLC | History | Added to | 15,841 | 646 | 0.03% | 0.03% | 367 | +595 | 3.9% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | Reduced | 15,843 | 646 | 0.02% | 0.02% | 366 | -49 | -0.31% | Q1 2026 | May 04, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 15,799 | 645 | 0.04% | 0.04% | 368 | -300 | -1.86% | Q1 2026 | May 01, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 15,735 | 642 | 0.07% | 0.08% | 369 | -1,471 | -8.55% | Q1 2026 | Apr 24, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 15,727 | 642 | 0.11% | 0.12% | 370 | -490 | -3.02% | Q1 2026 | Apr 22, 2026 |
| Tidal Investments LLC | History | Added to | 15,700 | 641 | 0.0% | 0.0% | 371 | +4,900 | 45.37% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 15,736 | 640 | 0.0% | 0.01% | 372 | -21,429 | -57.66% | Q1 2026 | May 14, 2026 |
| Boltwood Capital Management | History | Reduced | 15,602 | 637 | 0.16% | 0.16% | 373 | -61 | -0.39% | Q1 2026 | Apr 07, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 15,554 | 635 | 0.18% | 0.19% | 374 | -750 | -4.6% | Q1 2026 | May 07, 2026 |
| Valmark Advisers, Inc. | History | Added to | 15,493 | 632 | 0.01% | 0.01% | 375 | +516 | 3.45% | Q1 2026 | May 01, 2026 |
| Cornerstone National Bank & Trust Co | History | Added to | 15,372 | 629 | 0.23% | 0.24% | 376 | +345 | 2.3% | Q1 2026 | Apr 14, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 15,403 | 628 | 0.09% | 0.09% | 377 | -89 | -0.57% | Q1 2026 | Apr 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 15,359 | 627 | 0.01% | 0.01% | 378 | +2,294 | 17.56% | Q1 2026 | Apr 10, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 15,391 | 621 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Burford Brothers, Inc. | History | Added to | 15,196 | 620 | 0.25% | 0.25% | 380 | +319 | 2.14% | Q1 2026 | Apr 27, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 15,172 | 619 | 0.05% | 0.07% | 381 | -4,351 | -22.29% | Q1 2026 | Apr 24, 2026 |
| Compound Planning, Inc. | History | Reduced | 15,149 | 618 | 0.02% | 0.1% | 382 | -69,578 | -82.12% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Added to | 15,002 | 613 | 0.02% | 0.02% | 383 | +448 | 3.08% | Q1 2026 | May 14, 2026 |
| Fairway Wealth LLC | History | Added to | 14,835 | 605 | 0.16% | 0.16% | 384 | +48 | 0.32% | Q1 2026 | Apr 23, 2026 |
| Edgestream Partners, L.P. | History | New | 14,725 | 601 | 0.02% | — | 385 | +14,725 | New | Q1 2026 | May 18, 2026 |
| Independence Wealth Advisors, LLC | History | Reduced | 14,572 | 594 | 0.32% | 0.37% | 386 | -1,609 | -9.94% | Q1 2026 | Apr 20, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Added to | 14,368 | 586 | 0.14% | 0.12% | 387 | +1,000 | 7.48% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 14,217 | 580 | 0.01% | 0.02% | 388 | -4,536 | -24.19% | Q1 2026 | May 15, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 14,195 | 579 | 0.05% | 0.1% | 389 | -12,551 | -46.93% | Q1 2026 | May 04, 2026 |
| WHITTIER TRUST CO | History | No change | 13,645 | 569 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arlington Capital Management, Inc. | History | New | 13,898 | 567 | 0.32% | — | 391 | +13,898 | New | Q1 2026 | May 01, 2026 |
| BCS Wealth Management | History | Reduced | 13,860 | 565 | 0.12% | 0.1% | 392 | -10,072 | -42.09% | Q1 2026 | Apr 17, 2026 |
| Hirtle & Co., LLC | History | No change | 13,787 | 562 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 13,759 | 561 | 0.02% | 0.02% | 394 | -768 | -5.29% | Q1 2026 | Apr 27, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 13,341 | 544 | 0.02% | 0.02% | 395 | -1,741 | -11.54% | Q1 2026 | Apr 14, 2026 |
| Pines Wealth Management, LLC | History | Added to | 13,288 | 542 | 0.18% | 0.12% | 396 | +4,155 | 45.49% | Q1 2026 | Apr 08, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 13,209 | 539 | 0.0% | 0.0% | 397 | -386 | -2.84% | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | Reduced | 13,134 | 536 | 0.01% | 0.02% | 398 | -13,955 | -51.52% | Q1 2026 | Apr 08, 2026 |
| MontVue Capital Management, Inc. | History | Added to | 13,112 | 535 | 0.36% | 0.34% | 399 | +385 | 3.03% | Q1 2026 | Apr 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,054 | 534 | 0.01% | 0.0% | 400 | +7,778 | 147.42% | Q1 2026 | Apr 07, 2026 |
| ES4, LLC | History | Added to | 12,930 | 527 | 0.34% | 0.27% | 401 | +3,305 | 34.34% | Q1 2026 | Apr 29, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 12,800 | 522 | 0.46% | 0.44% | 402 | +35 | 0.27% | Q1 2026 | Apr 08, 2026 |
| Berger Financial Group, Inc | History | Reduced | 12,744 | 520 | 0.03% | 0.03% | 403 | -292 | -2.24% | Q1 2026 | Apr 28, 2026 |
| Ascentis Independent Advisors | History | Added to | 12,563 | 512 | 0.04% | 0.06% | 404 | +2,738 | 27.87% | Q1 2026 | Apr 28, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 12,711 | 511 | 0.02% | 0.04% | 405 | -18,342 | -59.07% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 12,430 | 507 | 0.01% | 0.03% | 406 | -9,059 | -42.16% | Q1 2026 | Apr 09, 2026 |
| Tandem Wealth Advisors LLC | History | Added to | 12,215 | 498 | 0.22% | 0.21% | 407 | +583 | 5.01% | Q1 2026 | May 06, 2026 |
| Sequent Planning LLC | History | Added to | 12,096 | 493 | 0.12% | 0.1% | 408 | +2,003 | 19.85% | Q1 2026 | Apr 21, 2026 |
| WESPAC Advisors, LLC | History | New | 11,982 | 489 | 0.27% | — | 409 | +11,982 | New | Q1 2026 | Apr 28, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 11,493 | 469 | 0.12% | 0.12% | 410 | +267 | 2.38% | Q1 2026 | Apr 07, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 11,478 | 468 | 0.19% | 0.18% | 411 | +42 | 0.37% | Q1 2026 | May 08, 2026 |
| Bonfire Financial | History | Reduced | 11,252 | 459 | 0.35% | 0.37% | 412 | -1,075 | -8.72% | Q1 2026 | May 06, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 11,128 | 454 | 0.13% | 0.14% | 413 | +2 | 0.02% | Q1 2026 | Apr 16, 2026 |
| Vise Technologies, Inc. | History | No change | 11,250 | 453 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 10,948 | 447 | 0.02% | 0.02% | 415 | +2,364 | 27.54% | Q1 2026 | May 12, 2026 |
| Mystic Asset Management, Inc. | History | Added to | 10,968 | 447 | 0.1% | 0.1% | 416 | +1 | 0.01% | Q1 2026 | May 08, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 10,946 | 446 | 0.09% | 2.42% | 417 | -244,823 | -95.72% | Q1 2026 | May 11, 2026 |
| Colony Family Offices, LLC | History | No change | 10,758 | 439 | 0.11% | 0.11% | 418 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | New | 10,738 | 438 | 0.23% | — | 419 | +10,738 | New | Q1 2026 | May 13, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 10,710 | 437 | 0.08% | 0.08% | 420 | +241 | 2.3% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 10,634 | 434 | 0.0% | 0.0% | 421 | -1,468 | -12.13% | Q1 2026 | May 15, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 10,587 | 432 | 0.28% | 0.27% | 422 | +490 | 4.85% | Q1 2026 | May 07, 2026 |
| Visionary Wealth Advisors | History | Reduced | 10,454 | 426 | 0.02% | 0.02% | 423 | -1,871 | -15.18% | Q1 2026 | May 13, 2026 |
| Point Windward Advisors Inc. | History | Added to | 10,268 | 419 | 0.21% | 0.19% | 424 | +656 | 6.82% | Q1 2026 | Apr 09, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 10,154 | 414 | 0.04% | 0.03% | 425 | +2,172 | 27.21% | Q1 2026 | Apr 30, 2026 |
| Independence Bank of Kentucky | History | Added to | 10,078 | 411 | 0.05% | 0.05% | 426 | +355 | 3.65% | Q1 2026 | Apr 30, 2026 |
| Aureus Asset Management, LLC | History | New | 10,000 | 408 | 0.03% | — | 427 | +10,000 | New | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 9,922 | 404 | 0.01% | 0.01% | 428 | +2,056 | 26.14% | Q1 2026 | May 11, 2026 |
| DT Investment Partners, LLC | History | Reduced | 9,804 | 400 | 0.03% | 0.04% | 429 | -754 | -7.14% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Reduced | 9,782 | 399 | 0.02% | 0.02% | 430 | -344 | -3.4% | Q1 2026 | May 05, 2026 |
| United Asset Strategies, Inc. | History | Added to | 9,730 | 397 | 0.03% | 0.03% | 431 | +362 | 3.86% | Q1 2026 | Apr 29, 2026 |
| LongView Wealth Management | History | Reduced | 9,050 | 393 | 0.1% | 0.17% | 432 | -8,048 | -47.07% | Q1 2026 | Apr 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 9,595 | 391 | 0.0% | 0.0% | 433 | +206 | 2.19% | Q1 2026 | Apr 30, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 9,560 | 390 | 0.04% | 0.04% | 434 | -69 | -0.72% | Q1 2026 | May 04, 2026 |
| RCW Management, LLC | History | Added to | 9,504 | 388 | 0.4% | 0.38% | 435 | +93 | 0.99% | Q1 2026 | Apr 15, 2026 |
| CWC Advisors, LLC. | History | Added to | 9,419 | 384 | 0.18% | 0.16% | 436 | +1,229 | 15.01% | Q1 2026 | Apr 16, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 9,406 | 384 | 0.04% | 0.04% | 437 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 9,390 | 383 | 0.25% | 0.26% | 438 | +72 | 0.77% | Q1 2026 | Apr 08, 2026 |
| GeoWealth Management, LLC | History | Added to | 9,378 | 382 | 0.01% | 0.01% | 439 | +1,777 | 23.38% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 8,687 | 379 | 0.01% | — | 440 | +8,687 | New | Q1 2026 | May 01, 2026 |
| Kessler Investment Group, LLC | History | Added to | 9,245 | 377 | 0.18% | 0.14% | 441 | +772 | 9.11% | Q1 2026 | Apr 10, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 9,134 | 372 | 0.08% | 0.09% | 442 | -577 | -5.94% | Q1 2026 | Apr 22, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 9,104 | 371 | 0.14% | 0.22% | 443 | -5,066 | -35.75% | Q1 2026 | May 05, 2026 |
| TD Capital Management LLC | History | Added to | 9,080 | 370 | 0.03% | 0.03% | 444 | +61 | 0.68% | Q1 2026 | May 11, 2026 |
| IMZ Advisory Inc | History | Reduced | 9,034 | 368 | 0.14% | 0.19% | 445 | -4,169 | -31.58% | Q1 2026 | Apr 08, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 9,004 | 367 | 0.01% | 0.01% | 446 | -413 | -4.39% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Reduced | 8,975 | 366 | 0.2% | 0.19% | 447 | -20 | -0.22% | Q1 2026 | Apr 23, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 8,877 | 362 | 0.1% | 0.14% | 448 | +26 | 0.29% | Q1 2026 | Apr 27, 2026 |
| HOWE & RUSLING INC | History | Added to | 8,774 | 358 | 0.02% | 0.02% | 449 | +2,039 | 30.27% | Q1 2026 | Apr 28, 2026 |
| Blue Fin Capital, Inc. | History | No change | 8,894 | 358 | 0.06% | 0.06% | 450 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Valued Wealth Advisors LLC | History | New | 8,735 | 356 | 0.14% | — | 451 | +8,735 | New | Q1 2026 | Apr 30, 2026 |
| COMMERCE BANK | History | New | 8,658 | 353 | 0.0% | — | 452 | +8,658 | New | Q1 2026 | May 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 8,559 | 349 | 0.01% | 0.01% | 453 | -57 | -0.66% | Q1 2026 | Apr 28, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 8,544 | 348 | 0.0% | 0.0% | 454 | -28,473 | -76.92% | Q1 2026 | May 05, 2026 |
| Americana Partners, LLC | History | No change | 8,432 | 344 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | New | 8,344 | 341 | 0.01% | — | 456 | +8,344 | New | Q1 2026 | Apr 21, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 8,294 | 338 | 0.03% | 0.09% | 457 | -14,136 | -63.02% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | Added to | 8,236 | 336 | 0.01% | 0.0% | 458 | +1,185 | 16.81% | Q1 2026 | May 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 8,232 | 336 | 0.0% | 0.0% | 459 | -229 | -2.71% | Q1 2026 | Apr 28, 2026 |
| Vident Advisory, LLC | History | Reduced | 8,172 | 333 | 0.0% | 0.0% | 460 | -2,767 | -25.29% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 8,177 | 333 | 0.0% | 0.01% | 461 | +227 | 2.86% | Q1 2026 | May 11, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 8,121 | 331 | 0.18% | 0.2% | 462 | +330 | 4.24% | Q1 2026 | Apr 16, 2026 |
| PFG Investments, LLC | History | Added to | 8,071 | 329 | 0.02% | 0.01% | 463 | +396 | 5.16% | Q1 2026 | Apr 27, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 8,007 | 326 | 0.1% | 0.08% | 464 | +1,343 | 20.15% | Q1 2026 | May 05, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 7,926 | 323 | 0.08% | — | 465 | +7,926 | New | Q1 2026 | May 07, 2026 |
| RVW Wealth, LLC | History | No change | 7,846 | 320 | 0.02% | 0.02% | 466 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Realta Investment Advisors | History | Added to | 7,814 | 319 | 0.11% | 0.09% | 468 | +1,327 | 20.46% | Q1 2026 | Apr 22, 2026 |
| SPINNAKER TRUST | History | No change | 7,827 | 319 | 0.02% | 0.02% | 467 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 7,691 | 314 | 0.05% | 0.05% | 469 | -37 | -0.48% | Q1 2026 | May 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 7,756 | 312 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ABLE Financial Group, LLC | History | New | 7,577 | 309 | 0.06% | — | 472 | +7,577 | New | Q1 2026 | Apr 20, 2026 |
| NWAM LLC | History | Added to | 7,573 | 309 | 0.02% | 0.02% | 471 | +271 | 3.71% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Added to | 7,532 | 307 | 0.01% | 0.01% | 473 | +463 | 6.55% | Q1 2026 | Apr 13, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 7,526 | 307 | 0.19% | 0.19% | 474 | -288 | -3.69% | Q1 2026 | Apr 28, 2026 |
| Midwest Trust Co | History | Reduced | 7,517 | 306 | 0.0% | 0.0% | 476 | -55 | -0.73% | Q1 2026 | May 01, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 7,485 | 306 | 0.01% | 0.01% | 475 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 7,494 | 305 | 0.09% | 0.1% | 477 | -875 | -10.46% | Q1 2026 | Apr 30, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 7,456 | 304 | 0.02% | 0.02% | 478 | -592 | -7.36% | Q1 2026 | May 12, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 7,432 | 303 | 0.15% | 0.14% | 479 | +324 | 4.56% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 7,390 | 301 | 0.01% | 0.01% | 480 | +1,440 | 24.2% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 7,390 | 301 | 0.04% | 0.04% | 481 | +1,440 | 24.2% | Q1 2026 | Apr 28, 2026 |
| Larson Financial Group LLC | History | Added to | 7,275 | 297 | 0.01% | 0.01% | 482 | +273 | 3.9% | Q1 2026 | May 15, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 7,285 | 297 | 0.02% | 0.02% | 483 | -232 | -3.09% | Q1 2026 | May 11, 2026 |
| KWB Wealth | History | No change | 7,384 | 297 | 0.03% | 0.03% | 484 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Avestar Capital, LLC | History | No change | 7,187 | 293 | 0.02% | 0.02% | 485 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Essex LLC | History | Added to | 7,172 | 292 | 0.05% | 0.05% | 486 | +744 | 11.57% | Q1 2026 | Apr 24, 2026 |
| Abound Wealth Management | History | Added to | 7,172 | 292 | 0.07% | 0.07% | 487 | +69 | 0.97% | Q1 2026 | Apr 10, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 7,116 | 290 | 0.1% | 0.11% | 488 | -720 | -9.19% | Q1 2026 | May 14, 2026 |
| BCO Wealth Management LLC | History | No change | 7,115 | 290 | 0.17% | 0.18% | 489 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 7,070 | 288 | 0.01% | 0.04% | 490 | -2,792 | -28.31% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Added to | 7,048 | 287 | 0.01% | 0.0% | 491 | +962 | 15.81% | Q1 2026 | May 01, 2026 |
| Apella Capital, LLC | History | Added to | 6,459 | 287 | 0.0% | 0.0% | 492 | +429 | 7.11% | Q1 2026 | Apr 20, 2026 |
| PLIMOTH TRUST CO LLC | History | Added to | 7,012 | 286 | 0.06% | 0.06% | 493 | +422 | 6.4% | Q1 2026 | Apr 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 6,980 | 285 | 0.02% | 0.0% | 494 | +5,791 | 487.05% | Q1 2026 | May 01, 2026 |
| True Vision MN LLC | History | Added to | 6,958 | 284 | 0.15% | 0.14% | 495 | +29 | 0.42% | Q1 2026 | Apr 16, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 6,950 | 283 | 0.0% | 0.0% | 496 | +2,300 | 49.46% | Q1 2026 | May 04, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 6,831 | 278 | 0.1% | 0.1% | 497 | -706 | -9.37% | Q1 2026 | May 12, 2026 |
| DOVER ADVISORS, LLC | History | Added to | 6,760 | 276 | 0.11% | 0.1% | 498 | +522 | 8.37% | Q1 2026 | Apr 08, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 6,736 | 275 | 0.17% | — | 499 | +6,736 | New | Q1 2026 | Apr 14, 2026 |
| Sovran Advisors, LLC | History | Reduced | 6,188 | 274 | 0.02% | 0.03% | 501 | -1,341 | -17.81% | Q1 2026 | May 01, 2026 |
| FineMark National Bank & Trust | History | No change | 6,797 | 274 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 6,668 | 272 | 0.01% | 0.02% | 502 | -7,988 | -54.5% | Q1 2026 | Apr 28, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 6,640 | 271 | 0.02% | 0.03% | 504 | -3,487 | -34.43% | Q1 2026 | Apr 27, 2026 |
| HB Wealth Management, LLC | History | Reduced | 6,643 | 271 | 0.0% | 0.0% | 505 | -393 | -5.59% | Q1 2026 | Apr 27, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 6,649 | 271 | 0.02% | 0.02% | 503 | +17 | 0.26% | Q1 2026 | May 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 6,598 | 269 | 0.01% | 0.01% | 506 | +766 | 13.13% | Q1 2026 | May 18, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 6,552 | 267 | 0.12% | 0.25% | 507 | -11,148 | -62.98% | Q1 2026 | May 05, 2026 |
| Andrews Advisory Associates, LLC | History | New | 6,522 | 266 | 0.14% | — | 509 | +6,522 | New | Q1 2026 | May 14, 2026 |
| Innova Wealth Partners | History | Added to | 6,517 | 266 | 0.13% | 0.12% | 508 | +390 | 6.37% | Q1 2026 | Apr 24, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 6,502 | 265 | 0.0% | 0.0% | 510 | +1,142 | 21.31% | Q1 2026 | Apr 30, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 6,451 | 263 | 0.02% | 0.02% | 513 | -442 | -6.41% | Q1 2026 | Apr 22, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Added to | 6,458 | 263 | 0.04% | 0.04% | 511 | +23 | 0.36% | Q1 2026 | May 07, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 6,442 | 263 | 0.03% | 0.02% | 512 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Keystone Wealth Services, LLC | History | New | 6,393 | 261 | 0.06% | — | 516 | +6,393 | New | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 6,409 | 261 | 0.01% | 0.01% | 515 | +1,113 | 21.02% | Q1 2026 | Apr 29, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 6,400 | 261 | 0.05% | 0.05% | 514 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 6,250 | 255 | 0.01% | 0.01% | 517 | -729 | -10.45% | Q1 2026 | May 07, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 6,198 | 253 | 0.06% | 0.09% | 518 | -3,422 | -35.57% | Q1 2026 | Apr 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 6,163 | 251 | 0.0% | 0.0% | 519 | +155 | 2.58% | Q1 2026 | May 11, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 6,066 | 247 | 0.03% | 0.03% | 520 | +593 | 10.84% | Q1 2026 | Apr 17, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 6,039 | 246 | 0.1% | 0.11% | 521 | -550 | -8.35% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 6,039 | 246 | 0.0% | 0.01% | 522 | -58 | -0.95% | Q1 2026 | May 14, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 6,008 | 245 | 0.08% | 0.08% | 523 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| KPP Advisory Services LLC | History | New | 5,991 | 244 | 0.04% | — | 524 | +5,991 | New | Q1 2026 | Apr 24, 2026 |
| Keel Point, LLC | History | No change | 6,036 | 243 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 5,934 | 242 | 0.01% | 0.01% | 526 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MGB Wealth Management, LLC | History | No change | 6,000 | 242 | 0.07% | 0.07% | 527 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Caldwell Trust Co | History | No change | 5,924 | 241 | 0.02% | 0.02% | 528 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 5,889 | 240 | 0.02% | 0.09% | 529 | -24,908 | -80.88% | Q1 2026 | Apr 15, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 5,899 | 240 | 0.06% | 0.05% | 530 | +853 | 16.9% | Q1 2026 | Apr 20, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,427 | 239 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Churchill Financial Advisors, LLC | History | Reduced | 5,848 | 238 | 0.05% | 0.14% | 532 | -5,734 | -49.51% | Q1 2026 | Apr 22, 2026 |
| Petros Family Wealth, LLC | History | Added to | 5,803 | 236 | 0.17% | 0.15% | 533 | +319 | 5.82% | Q1 2026 | Apr 24, 2026 |
| Pacific Center for Financial Services | History | Reduced | 5,743 | 234 | 0.06% | 0.68% | 534 | -57,817 | -90.96% | Q1 2026 | May 12, 2026 |
| WorthPointe, LLC | History | Reduced | 5,714 | 233 | 0.06% | 0.07% | 535 | -887 | -13.44% | Q1 2026 | May 12, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 5,221 | 233 | 0.06% | 0.06% | 536 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 5,698 | 232 | 0.04% | 0.04% | 538 | +50 | 0.89% | Q1 2026 | May 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 5,686 | 232 | 0.02% | 0.01% | 537 | +22 | 0.39% | Q1 2026 | May 21, 2026 |
| Trilogy Capital Inc. | History | Reduced | 5,605 | 228 | 0.01% | 0.01% | 540 | -225 | -3.86% | Q1 2026 | Apr 21, 2026 |
| NorthRock Partners, LLC | History | Added to | 5,595 | 228 | 0.0% | 0.0% | 539 | +80 | 1.45% | Q1 2026 | May 15, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Reduced | 5,578 | 227 | 0.01% | 0.01% | 541 | -28 | -0.5% | Q1 2026 | Apr 13, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 5,552 | 226 | 0.05% | 0.05% | 542 | +37 | 0.67% | Q1 2026 | Apr 13, 2026 |
| TFB Advisors LLC | History | No change | 5,549 | 226 | 0.12% | 0.06% | 543 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 5,299 | 221 | 0.0% | 0.01% | 544 | -767 | -12.64% | Q1 2026 | Apr 28, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 5,403 | 220 | 0.14% | — | 546 | +5,403 | New | Q1 2026 | Apr 23, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 5,390 | 220 | 0.02% | 0.03% | 545 | -284 | -5.01% | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 5,372 | 219 | 0.01% | 0.01% | 547 | +218 | 4.23% | Q1 2026 | Apr 17, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 5,036 | 219 | 0.05% | 0.04% | 549 | -36 | -0.71% | Q1 2026 | May 04, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 5,388 | 219 | 0.04% | 0.04% | 548 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | New | 5,358 | 218 | 0.01% | — | 552 | +5,358 | New | Q1 2026 | May 15, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 5,345 | 218 | 0.02% | — | 553 | +5,345 | New | Q1 2026 | Apr 30, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 5,349 | 218 | 0.06% | 0.06% | 551 | -582 | -9.81% | Q1 2026 | Apr 27, 2026 |
| FIRST HORIZON CORP | History | No change | 5,361 | 218 | 0.01% | 0.01% | 550 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 5,301 | 216 | 0.02% | 0.01% | 554 | +253 | 5.01% | Q1 2026 | May 12, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 5,274 | 215 | 0.03% | 0.91% | 555 | -162,825 | -96.86% | Q1 2026 | Apr 20, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 5,210 | 212 | 0.0% | — | 557 | +5,210 | New | Q1 2026 | May 15, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 5,207 | 212 | 0.06% | 0.06% | 556 | -374 | -6.7% | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | Added to | 5,162 | 210 | 0.0% | 0.0% | 558 | +2,701 | 109.75% | Q1 2026 | May 11, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 4,848 | 210 | 0.09% | 0.09% | 559 | -92 | -1.86% | Q1 2026 | May 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 5,133 | 209 | 0.0% | 0.0% | 560 | -493 | -8.76% | Q1 2026 | May 13, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 5,070 | 206 | 0.01% | 0.02% | 561 | -7,825 | -60.68% | Q1 2026 | Apr 21, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 5,060 | 206 | 0.05% | 0.03% | 562 | +2,127 | 72.52% | Q1 2026 | Apr 30, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 5,025 | 205 | 0.0% | — | 563 | +5,025 | New | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Reduced | 5,007 | 204 | 0.01% | 0.01% | 564 | -526 | -9.51% | Q1 2026 | May 14, 2026 |
| Brand Asset Management Group, Inc. | History | New | 4,950 | 202 | 0.05% | — | 565 | +4,950 | New | Q1 2026 | May 11, 2026 |
| STOCK YARDS BANK & TRUST CO | History | New | 4,916 | 200 | 0.01% | — | 567 | +4,916 | New | Q1 2026 | Apr 24, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 4,970 | 200 | 0.06% | 0.06% | 566 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BESSEMER GROUP INC | History | Added to | 4,815 | 197 | 0.0% | 0.0% | 568 | +4,477 | 1324.56% | Q1 2026 | May 06, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 4,335 | 176 | 0.0% | 0.0% | 569 | -8,799 | -66.99% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 4,243 | 173 | 0.01% | 0.0% | 570 | -25,388 | -85.68% | Q1 2026 | May 12, 2026 |
| Prestige Wealth Management Group LLC | History | New | 4,125 | 168 | 0.03% | — | 571 | +4,125 | New | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | Added to | 4,090 | 166 | 0.0% | 0.0% | 572 | +160 | 4.07% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4,047 | 165 | 0.01% | 0.01% | 573 | -518 | -11.35% | Q1 2026 | Apr 14, 2026 |
| HM PAYSON & CO | History | New | 4,035 | 164 | 0.0% | — | 574 | +4,035 | New | Q1 2026 | Apr 13, 2026 |
| WealthShield Partners, LLC | History | Reduced | 3,981 | 162 | 0.02% | 0.05% | 575 | -6,558 | -62.23% | Q1 2026 | May 01, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 3,770 | 153 | 0.03% | 0.03% | 576 | +514 | 15.79% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,513 | 141 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 3,391 | 138 | 0.02% | 0.01% | 578 | +101 | 3.07% | Q1 2026 | May 11, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 3,350 | 136 | 0.04% | 0.17% | 579 | -9,412 | -73.75% | Q1 2026 | Apr 24, 2026 |
| Sherman Asset Management, Inc. | History | No change | 3,075 | 125 | 0.11% | 0.11% | 580 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 2,893 | 118 | 0.02% | 0.03% | 581 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2,715 | 111 | 0.01% | 0.01% | 582 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Noble Wealth Management PBC | History | Reduced | 2,500 | 102 | 0.05% | 0.06% | 583 | -500 | -16.67% | Q1 2026 | Apr 02, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 2,487 | 100 | 0.03% | 0.03% | 584 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Destiny Wealth Partners, LLC | History | New | 2,334 | 95 | 0.01% | — | 585 | +2,334 | New | Q1 2026 | May 11, 2026 |
| LRI Investments, LLC | History | Added to | 2,321 | 94 | 0.01% | 0.01% | 586 | +11 | 0.48% | Q1 2026 | Apr 30, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 2,262 | 92 | 0.01% | 0.01% | 587 | -995 | -30.55% | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Reduced | 2,103 | 85 | 0.0% | 0.0% | 588 | -1,808 | -46.23% | Q1 2026 | May 06, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 2,037 | 83 | 0.03% | 0.03% | 589 | -577 | -22.07% | Q1 2026 | Apr 21, 2026 |
| Financial Freedom, LLC | History | Added to | 2,053 | 83 | 0.04% | 0.04% | 590 | +8 | 0.39% | Q1 2026 | Apr 30, 2026 |
| Front Row Advisors LLC | History | No change | 2,010 | 82 | 0.03% | 0.03% | 591 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 1,993 | 81 | 0.0% | 0.0% | 592 | -757 | -27.53% | Q1 2026 | May 05, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 1,998 | 81 | 0.0% | 0.0% | 593 | -31 | -1.53% | Q1 2026 | May 11, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 2,007 | 81 | 0.04% | 0.04% | 594 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,952 | 79 | 0.01% | 0.02% | 595 | -3,325 | -63.01% | Q1 2026 | Apr 28, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 1,900 | 77 | 0.04% | 0.0% | 596 | +1,700 | 850.0% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,882 | 75 | 0.0% | 0.0% | 597 | +1,795 | 2063.22% | Q1 2026 | May 15, 2026 |
| Solstein Capital, LLC | History | Reduced | 1,832 | 74 | 0.03% | 0.09% | 598 | -3,463 | -65.4% | Q1 2026 | May 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 1,770 | 72 | 0.0% | 0.4% | 599 | -1,148,676 | -99.85% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 1,771 | 72 | 0.0% | 0.0% | 600 | -152 | -7.9% | Q1 2026 | May 13, 2026 |
| Provident Wealth Management, LLC | History | No change | 1,750 | 71 | 0.02% | 0.02% | 601 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 1,600 | 66 | 0.01% | 0.01% | 602 | -455 | -22.14% | Q1 2026 | May 04, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 1,580 | 64 | 0.01% | 0.01% | 604 | +294 | 22.86% | Q1 2026 | May 15, 2026 |
| Security National Bank | History | No change | 1,587 | 64 | 0.01% | 0.01% | 603 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| KM Capital Management Ltd. | History | New | 1,404 | 62 | 0.04% | — | 606 | +1,404 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,532 | 62 | 0.01% | 0.01% | 605 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,469 | 59 | 0.0% | — | 608 | +1,459 | 14590.0% | Q1 2026 | Apr 24, 2026 |
| TSFG, LLC | History | Added to | 1,456 | 59 | 0.01% | 0.01% | 607 | +4 | 0.28% | Q1 2026 | Apr 27, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 1,440 | 58 | 0.0% | 0.0% | 609 | +1,277 | 783.44% | Q1 2026 | May 06, 2026 |
| Mosley Wealth Management | History | New | 1,289 | 54 | 0.02% | — | 610 | +1,289 | New | Q1 2026 | Apr 27, 2026 |
| Viewpoint Capital Management LLC | History | Reduced | 1,297 | 52 | 0.02% | 0.02% | 611 | -6 | -0.46% | Q1 2026 | Apr 17, 2026 |
| GAMMA Investing LLC | History | Added to | 1,267 | 51 | 0.0% | 0.0% | 613 | +735 | 138.16% | Q1 2026 | Apr 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,256 | 51 | 0.0% | 0.0% | 612 | -238 | -15.93% | Q1 2026 | Apr 20, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 1,258 | 51 | 0.05% | 0.05% | 614 | +8 | 0.64% | Q1 2026 | May 05, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Added to | 1,240 | 50 | 0.07% | 0.07% | 615 | +5 | 0.4% | Q1 2026 | May 15, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,209 | 49 | 0.01% | 0.01% | 616 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,162 | 47 | 0.0% | 0.0% | 617 | +1,082 | 1352.5% | Q1 2026 | Apr 14, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 1,112 | 45 | 0.0% | — | 619 | +1,112 | New | Q1 2026 | Apr 27, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 1,109 | 45 | 0.02% | 0.02% | 618 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bangor Savings Bank | History | Added to | 1,081 | 44 | 0.0% | 0.0% | 620 | +192 | 21.6% | Q1 2026 | Apr 01, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 1,067 | 43 | 0.01% | 0.01% | 621 | -471 | -30.62% | Q1 2026 | May 20, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 987 | 40 | 0.03% | 0.03% | 624 | +6 | 0.61% | Q1 2026 | Apr 22, 2026 |
| Pflug Koory, LLC | History | Added to | 988 | 40 | 0.02% | 0.02% | 623 | +2 | 0.2% | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 993 | 40 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 979 | 39 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 954 | 38 | 0.0% | 0.0% | 626 | -1,035 | -52.04% | Q1 2026 | Apr 29, 2026 |
| Clark Wealth Partners | History | No change | 939 | 38 | 0.03% | 0.02% | 627 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 913 | 37 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | Added to | 834 | 34 | 0.01% | 0.01% | 630 | +11 | 1.34% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 861 | 34 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Avion Wealth | History | Added to | 833 | 33 | 0.01% | 0.01% | 631 | +5 | 0.6% | Q1 2026 | May 01, 2026 |
| Curat Global, LLC | History | No change | 820 | 33 | 0.03% | 0.04% | 632 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 762 | 31 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PlanVest Financial, Inc | History | New | 736 | 30 | 0.02% | — | 635 | +736 | New | Q1 2026 | May 14, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 751 | 30 | 0.0% | 0.0% | 634 | +16 | 2.18% | Q1 2026 | May 11, 2026 |
| Byrne Asset Management LLC | History | No change | 715 | 29 | 0.02% | 0.02% | 636 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | New | 705 | 28 | 0.01% | — | 639 | +705 | New | Q1 2026 | May 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | New | 700 | 28 | 0.0% | — | 640 | +700 | New | Q1 2026 | Apr 15, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 718 | 28 | 0.02% | 0.02% | 637 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Ankerstar Wealth, LLC | History | No change | 686 | 28 | 0.03% | 0.03% | 638 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 684 | 27 | 0.0% | 0.0% | 643 | +638 | 1386.96% | Q1 2026 | Apr 07, 2026 |
| WEBSTER BANK, N. A. | History | No change | 677 | 27 | 0.0% | 0.0% | 641 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| IMA Advisory Services, Inc. | History | No change | 670 | 27 | 0.0% | 0.0% | 642 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bollard Group LLC | History | Added to | 630 | 26 | 0.0% | 0.0% | 644 | +3 | 0.48% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 657 | 26 | 0.01% | 0.01% | 645 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BAYBAN | History | No change | 659 | 26 | 0.02% | 0.02% | 646 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 600 | 24 | 0.0% | 0.0% | 647 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 581 | 23 | 0.01% | 0.02% | 649 | -1,031 | -63.96% | Q1 2026 | May 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 585 | 23 | 0.0% | 0.0% | 648 | +48 | 8.94% | Q1 2026 | May 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 584 | 23 | 0.0% | 0.0% | 650 | +12 | 2.1% | Q1 2026 | May 15, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 553 | 22 | 0.01% | 0.55% | 652 | -40,578 | -98.66% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 541 | 22 | 0.0% | 0.0% | 651 | +178 | 49.04% | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 533 | 21 | 0.0% | 0.0% | 653 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Smithfield Trust Co | History | No change | 513 | 21 | 0.0% | 0.0% | 654 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Addison Advisors LLC | History | No change | 525 | 21 | 0.0% | 0.0% | 655 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| New Millennium Group LLC | History | No change | 524 | 21 | 0.01% | 0.01% | 656 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Eukles Asset Management | History | Added to | 511 | 20 | 0.01% | 0.01% | 658 | +155 | 43.54% | Q1 2026 | May 05, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 500 | 20 | 0.0% | 0.0% | 657 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wellington Grp LLC | History | No change | 503 | 20 | 0.01% | 0.01% | 659 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| NVWM, LLC | History | New | 445 | 18 | 0.0% | — | 662 | +445 | New | Q1 2026 | Apr 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 460 | 18 | 0.0% | 0.0% | 660 | +184 | 66.67% | Q1 2026 | May 07, 2026 |
| MTM Investment Management, LLC | History | No change | 456 | 18 | 0.01% | 0.01% | 661 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | New | 418 | 17 | 0.0% | — | 665 | +418 | New | Q1 2026 | May 06, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Reduced | 434 | 17 | 0.02% | 0.02% | 664 | -3 | -0.69% | Q1 2026 | Apr 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 434 | 17 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 407 | 16 | 0.0% | 0.01% | 667 | +2 | 0.49% | Q1 2026 | May 11, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 397 | 16 | 0.0% | 0.0% | 666 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NFSG Corp | History | Reduced | 377 | 15 | 0.0% | 0.0% | 670 | -19 | -4.8% | Q1 2026 | May 05, 2026 |
| Crews Bank & Trust | History | Reduced | 390 | 15 | 0.0% | 0.0% | 671 | -10 | -2.5% | Q1 2026 | May 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 380 | 15 | 0.0% | 0.0% | 668 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 371 | 15 | 0.0% | 0.0% | 669 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MidFirst Bank | History | No change | 371 | 15 | 0.0% | 0.0% | 672 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 338 | 13 | 0.0% | 0.0% | 673 | -229 | -40.39% | Q1 2026 | May 11, 2026 |
| Investors Portfolio Services LLC | History | Added to | 328 | 13 | 0.01% | 0.01% | 675 | +2 | 0.61% | Q1 2026 | May 14, 2026 |
| Missouri Trust & Investment Co | History | No change | 326 | 13 | 0.0% | 0.0% | 674 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Truvestments Capital LLC | History | No change | 300 | 12 | 0.0% | 0.0% | 676 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bank of New Hampshire | History | No change | 300 | 12 | 0.0% | 0.0% | 677 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Imprint Wealth LLC | History | No change | 297 | 12 | 0.05% | 0.05% | 678 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 285 | 11 | 0.01% | 0.01% | 679 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 276 | 11 | 0.01% | 0.01% | 680 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rossmore Private Capital | History | No change | 270 | 11 | 0.0% | 0.0% | 681 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rice Partnership, LLC | History | No change | 278 | 11 | 0.0% | 0.0% | 682 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rakuten Securities, Inc. | History | Added to | 266 | 10 | 0.0% | 0.0% | 684 | +57 | 27.27% | Q1 2026 | May 01, 2026 |
| Pacifica Partners Inc. | History | No change | 246 | 10 | 0.0% | 0.0% | 683 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 215 | 9 | 0.0% | 0.0% | 685 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Berbice Capital Management LLC | History | New | 200 | 8 | 0.01% | — | 689 | +200 | New | Q1 2026 | May 06, 2026 |
| Financial Perspectives, Inc | History | Added to | 211 | 8 | 0.0% | 0.0% | 687 | +2 | 0.96% | Q1 2026 | May 11, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 207 | 8 | 0.0% | 0.0% | 686 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 217 | 8 | 0.0% | 0.0% | 688 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Activest Wealth Management | History | Added to | 180 | 7 | 0.0% | 0.0% | 690 | +70 | 63.64% | Q1 2026 | Apr 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 179 | 7 | 0.0% | 0.0% | 691 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Johnson Financial Group, Inc. | History | New | 166 | 6 | 0.0% | — | 695 | +166 | New | Q1 2026 | May 07, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 154 | 6 | 0.0% | — | 696 | +154 | New | Q1 2026 | Apr 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 156 | 6 | 0.0% | 0.0% | 692 | +56 | 56.0% | Q1 2026 | May 11, 2026 |
| Bare Financial Services, Inc | History | No change | 169 | 6 | 0.0% | 0.0% | 693 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 165 | 6 | 0.0% | 0.0% | 694 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Tidemark, LLC | History | New | 128 | 5 | 0.0% | — | 703 | +128 | New | Q1 2026 | May 07, 2026 |
| TORONTO DOMINION BANK | History | Added to | 141 | 5 | 0.0% | — | 697 | +125 | 781.25% | Q1 2026 | May 15, 2026 |
| Nemes Rush Group LLC | History | Reduced | 144 | 5 | 0.0% | 0.0% | 700 | -59 | -29.06% | Q1 2026 | Apr 21, 2026 |
| Versant Capital Management, Inc | History | No change | 136 | 5 | 0.0% | 0.0% | 698 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Lodestone Wealth Management LLC | History | No change | 131 | 5 | 0.0% | 0.0% | 699 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Gold Investment Management Ltd. | History | No change | 145 | 5 | 0.0% | 0.0% | 701 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Granite FO LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 702 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 100 | 4 | 0.0% | 0.01% | 706 | -100 | -50.0% | Q1 2026 | May 08, 2026 |
| MATHER GROUP, LLC. | History | New | 100 | 4 | 0.0% | — | 709 | +100 | New | Q1 2026 | Apr 13, 2026 |
| Key Capital Management, INC | History | New | 98 | 4 | 0.0% | — | 710 | +98 | New | Q1 2026 | May 07, 2026 |
| Scarborough Advisors, LLC | History | Added to | 117 | 4 | 0.0% | 0.0% | 708 | +1 | 0.86% | Q1 2026 | May 07, 2026 |
| CITY HOLDING CO | History | No change | 100 | 4 | 0.0% | 0.0% | 704 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 111 | 4 | 0.0% | 0.0% | 705 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Salomon & Ludwin, LLC | History | No change | 98 | 4 | 0.0% | 0.0% | 707 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 78 | 3 | 0.0% | 0.0% | 712 | -244 | -75.78% | Q1 2026 | May 01, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 89 | 3 | 0.0% | — | 719 | +89 | New | Q1 2026 | May 15, 2026 |
| Indiana Trust & Investment Management Co | History | New | 84 | 3 | 0.0% | — | 718 | +84 | New | Q1 2026 | Apr 28, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 97 | 3 | 0.0% | 0.0% | 715 | +10 | 11.49% | Q1 2026 | May 04, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 75 | 3 | 0.0% | 0.0% | 711 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Mascoma Wealth Management LLC | History | No change | 96 | 3 | 0.0% | 0.0% | 713 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| McIlrath & Eck, LLC | History | No change | 89 | 3 | 0.0% | 0.0% | 714 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Motiv8 Investments LLC | History | No change | 78 | 3 | 0.0% | 0.0% | 716 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Breakwater Investment Management | History | No change | 82 | 3 | 0.0% | 0.0% | 717 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 57 | 2 | 0.0% | 0.0% | 724 | -105 | -64.81% | Q1 2026 | May 11, 2026 |
| North Star Investment Management Corp. | History | Reduced | 60 | 2 | 0.0% | 0.0% | 720 | -92 | -60.53% | Q1 2026 | Apr 23, 2026 |
| Hickory Point Bank & Trust | History | New | 69 | 2 | 0.0% | — | 728 | +69 | New | Q1 2026 | Apr 03, 2026 |
| Capital Advisor Network LLC | History | New | 63 | 2 | 0.0% | — | 730 | +63 | New | Q1 2026 | May 13, 2026 |
| Nova Wealth Management, Inc. | History | New | 61 | 2 | 0.0% | — | 729 | +61 | New | Q1 2026 | Apr 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 67 | 2 | 0.0% | 0.0% | 721 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 67 | 2 | 0.0% | 0.0% | 722 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 53 | 2 | 0.0% | 0.0% | 723 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rialto Wealth Management, LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 725 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 58 | 2 | 0.0% | 0.0% | 726 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 72 | 2 | 0.0% | 0.0% | 727 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | Reduced | 35 | 1 | 0.0% | 0.0% | 738 | -400 | -91.95% | Q1 2026 | Apr 28, 2026 |
| SHP Wealth Management | History | New | 29 | 1 | 0.0% | — | 745 | +29 | New | Q1 2026 | May 08, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 36 | 1 | 0.0% | 0.0% | 731 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 31 | 1 | 0.0% | 0.0% | 732 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 40 | 1 | 0.0% | 0.0% | 733 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 16 | 1 | 0.0% | 0.0% | 734 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WestEnd Advisors, LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 735 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Manchester Capital Management LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 736 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 737 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 28 | 1 | 0.0% | 0.0% | 739 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Key FInancial Inc | History | No change | 31 | 1 | 0.0% | 0.0% | 740 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Piscataqua Savings Bank | History | No change | 41 | 1 | 0.0% | 0.0% | 741 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 742 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 46 | 1 | 0.0% | 0.0% | 743 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Daytona Street Capital LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 744 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -338,088 | -100.0% | Q1 2026 | May 14, 2026 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -283,374 | -100.0% | Q1 2026 | May 11, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.81% | — | -252,322 | -100.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -236,667 | -100.0% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -190,299 | -100.0% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -189,943 | -100.0% | Q1 2026 | May 14, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.27% | — | -123,395 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -97,611 | -100.0% | Q1 2026 | May 14, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Closed out | 0 | 0 | — | 0.21% | — | -92,320 | -100.0% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -80,136 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CTC Alternative Strategies, Ltd. | History | Closed out | 0 | 0 | — | 5.29% | — | -70,031 | -100.0% | Q1 2026 | May 21, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66,553 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -64,077 | -100.0% | Q1 2026 | May 15, 2026 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.47% | — | -53,581 | -100.0% | Q1 2026 | May 11, 2026 |
| Maven Securities LTD | History | Closed out | 0 | 0 | — | 0.04% | — | -50,000 | -100.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -48,379 | -100.0% | Q1 2026 | May 15, 2026 |
| Berkeley Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -36,559 | -100.0% | Q1 2026 | May 06, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,685 | -100.0% | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,473 | -100.0% | Q1 2026 | May 15, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -29,297 | -100.0% | Q1 2026 | Apr 22, 2026 |
| JSF Financial, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -26,584 | -100.0% | Q1 2026 | May 07, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -26,466 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -26,370 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Modera Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -26,120 | -100.0% | Q1 2026 | May 06, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -25,618 | -100.0% | Q1 2026 | May 12, 2026 |
| Parkside Investments, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -25,000 | -100.0% | Q1 2026 | Apr 08, 2026 |
| WESPAC Advisors SoCal, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -21,787 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -18,425 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,983 | -100.0% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,983 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Oakmont Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.76% | — | -17,740 | -100.0% | Q1 2026 | May 12, 2026 |
| Kraft, Davis & Associates, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -16,921 | -100.0% | Q1 2026 | May 01, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -14,303 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Piedmont Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -13,357 | -100.0% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,275 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,233 | -100.0% | Q1 2026 | Apr 29, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -12,201 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,968 | -100.0% | Q1 2026 | May 01, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,183 | -100.0% | Q1 2026 | May 01, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,730 | -100.0% | Q1 2026 | May 06, 2026 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,621 | -100.0% | Q1 2026 | May 15, 2026 |
| Beck Bode, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,904 | -100.0% | Q1 2026 | May 07, 2026 |
| Catalyst Investment Management LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -5,669 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Snider Financial Group | History | Closed out | 0 | 0 | — | 0.06% | — | -5,665 | -100.0% | Q1 2026 | Apr 15, 2026 |
| FIDUCIARY TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -5,453 | -100.0% | Q1 2026 | May 15, 2026 |
| Entelevest, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -5,387 | -100.0% | Q1 2026 | May 04, 2026 |
| Briggs Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.23% | — | -5,341 | -100.0% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,331 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Intrua Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,145 | -100.0% | Q1 2026 | Apr 23, 2026 |
| LPWM LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,144 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Estate Counselors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,055 | -100.0% | Q1 2026 | May 15, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,045 | -100.0% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,038 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Strive Financial Group ,LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -3,094 | -100.0% | Q1 2026 | May 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -2,167 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,909 | -100.0% | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,784 | -100.0% | Q1 2026 | May 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,003 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,000 | -100.0% | Q1 2026 | May 11, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -740 | -100.0% | Q1 2026 | May 13, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -725 | -100.0% | Q1 2026 | Apr 07, 2026 |
| High Point Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -708 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -614 | -100.0% | Q1 2026 | May 06, 2026 |
| Morse Asset Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | May 14, 2026 |
| eCIO, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -490 | -100.0% | Q1 2026 | Apr 14, 2026 |
| ENTRUST FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -446 | -100.0% | Q1 2026 | May 12, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -406 | -100.0% | Q1 2026 | May 01, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -398 | -100.0% | Q1 2026 | May 14, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -318 | -100.0% | Q1 2026 | May 15, 2026 |
| BOK Financial Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -273 | -100.0% | Q1 2026 | May 12, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -232 | -100.0% | Q1 2026 | Apr 03, 2026 |
| Dougherty Wealth Advisers LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -218 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -208 | -100.0% | Q1 2026 | May 15, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -203 | -100.0% | Q1 2026 | May 13, 2026 |
| Joseph Group Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -193 | -100.0% | Q1 2026 | May 08, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -193 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -172 | -100.0% | Q1 2026 | May 05, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q1 2026 | May 15, 2026 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | Apr 08, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q1 2026 | May 04, 2026 |
| Optiver Holding B.V. | History | Reduced | 8 | 0 | — | 0.0% | — | -142 | -94.67% | Q1 2026 | May 15, 2026 |
| Wilkerson Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -139 | -100.0% | Q1 2026 | May 08, 2026 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q1 2026 | May 15, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q1 2026 | May 08, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q1 2026 | May 13, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | May 12, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q1 2026 | May 11, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 04, 2026 |
| Luken Investment Analytics, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | May 12, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | Apr 03, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | Apr 21, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | Apr 23, 2026 |
| PMV Capital Advisers, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 16, 2026 |
| Bernard Wealth Management Corp. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 14, 2026 |
| Caitlin John, LLC | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TRUST CO OF VERMONT | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Family Manage LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Weaver Capital Management LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MCF Advisors LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Archer Investment Corp | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Davis Capital Management | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Coston, McIsaac & Partners | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Register Financial Advisors LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rossby Financial, LCC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |