FIRST TRUST EXCHANGE-TRADED FUND VI - AIRR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,675,697 | 1,071,873 | 0.08% | 0.06% | 1 | +1,004,172 | 11.58% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 5,900,858 | 653,697 | 0.04% | 0.03% | 2 | +621,334 | 11.77% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 5,163,455 | 572,007 | 0.15% | 0.12% | 3 | +593,229 | 12.98% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,617,712 | 289,990 | 0.09% | 0.07% | 4 | +292,319 | 12.57% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 2,345,173 | 259,798 | 0.04% | 0.03% | 5 | +237,616 | 11.27% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,292,383 | 253,950 | 0.05% | 0.04% | 6 | +203,249 | 9.73% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,430,725 | 158,496 | 0.03% | 0.02% | 7 | +235,464 | 19.7% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,096,735 | 121,496 | 0.31% | 0.26% | 8 | +104,665 | 10.55% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 873,587 | 96,782 | 0.14% | 0.1% | 9 | +174,597 | 24.98% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 784,859 | 86,946 | 0.02% | 0.01% | 10 | +289,638 | 58.49% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 767,824 | 85,059 | 0.09% | 0.06% | 11 | +171,527 | 28.77% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 622,159 | 68,922 | 0.1% | 0.07% | 12 | +88,148 | 16.51% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 599,696 | 66,434 | 0.25% | 0.25% | 13 | -19,070 | -3.08% | Q1 2026 | Apr 30, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 516,187 | 57,183 | 3.54% | 3.64% | 14 | -93,053 | -15.27% | Q1 2026 | Apr 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 500,900 | 55,489 | 0.03% | 0.02% | 15 | +100,100 | 24.98% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 482,881 | 53,493 | 0.03% | 0.03% | 16 | +34,582 | 7.71% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 458,357 | 50,781 | 0.05% | 0.04% | 17 | +46,562 | 11.31% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 447,548 | 49,584 | 0.05% | 0.03% | 18 | +143,216 | 47.06% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 295,214 | 32,703 | 0.06% | 0.05% | 19 | +21,046 | 7.68% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 284,465 | 31,513 | 0.09% | 0.06% | 20 | +26,440 | 10.25% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 277,294 | 30,718 | 0.17% | 0.14% | 21 | +25,446 | 10.1% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 265,067 | 29,364 | 0.45% | 0.43% | 22 | +47,270 | 21.7% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 258,484 | 28,625 | 0.01% | 0.0% | 23 | +220,201 | 575.19% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 251,084 | 27,815 | 0.13% | 0.1% | 24 | +35,487 | 16.46% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 235,602 | 26,100 | 0.06% | 0.05% | 25 | +21,286 | 9.93% | Q1 2026 | Apr 22, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 225,184 | 24,945 | 12.61% | 7.81% | 26 | +90,446 | 67.13% | Q1 2026 | May 14, 2026 |
| Next Level Private LLC | History | Added to | 222,741 | 24,675 | 5.57% | 5.21% | 27 | +20,456 | 10.11% | Q1 2026 | Apr 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 248,255 | 24,424 | 0.16% | 0.14% | 28 | +43,266 | 21.11% | Q1 2026 | May 15, 2026 |
| Proficio Capital Partners LLC | History | Added to | 219,481 | 24,288 | 1.3% | 0.95% | 29 | +81,915 | 59.55% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 216,248 | 22,902 | 0.0% | 0.0% | 30 | +60,631 | 38.96% | Q1 2026 | May 13, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Reduced | 197,355 | 21,861 | 11.0% | 10.47% | 31 | -671 | -0.34% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 184,649 | 20,455 | 0.03% | 0.02% | 32 | +67,965 | 58.25% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | New | 181,096 | 20,061 | 0.22% | — | 33 | +181,096 | New | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 179,182 | 19,849 | 0.36% | 0.06% | 34 | +149,951 | 512.99% | Q1 2026 | May 11, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 177,688 | 19,684 | 1.29% | 1.14% | 35 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 157,150 | 17,409 | 0.21% | 0.22% | 36 | +1,986 | 1.28% | Q1 2026 | Apr 23, 2026 |
| Pictet North America Advisors SA | History | Reduced | 155,764 | 17,255 | 1.71% | 2.1% | 37 | -69,109 | -30.73% | Q1 2026 | Apr 14, 2026 |
| Presidio Capital Management, LLC | History | Added to | 148,090 | 16,405 | 4.76% | 4.27% | 38 | +3,567 | 2.47% | Q1 2026 | Apr 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 140,000 | 15,509 | 0.01% | 0.07% | 39 | -130,000 | -48.15% | Q1 2026 | May 04, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 133,935 | 14,837 | 7.38% | 7.37% | 40 | -2,961 | -2.16% | Q1 2026 | May 14, 2026 |
| FIL Ltd | History | Reduced | 132,522 | 14,680 | 0.01% | 0.04% | 41 | -340,728 | -72.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 130,884 | 14,499 | 0.16% | 0.13% | 42 | +10,474 | 8.7% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 125,252 | 13,875 | 0.07% | 0.07% | 43 | +2,212 | 1.8% | Q1 2026 | May 08, 2026 |
| Parkside Investments, LLC | History | Reduced | 124,622 | 13,805 | 1.68% | 1.73% | 44 | -14,833 | -10.64% | Q1 2026 | Apr 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 122,934 | 13,618 | 0.17% | 0.02% | 45 | +106,521 | 649.0% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Added to | 112,834 | 12,499 | 0.01% | 0.0% | 46 | +32,423 | 40.32% | Q1 2026 | May 11, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 109,166 | 12,093 | 2.49% | 1.93% | 47 | +12,065 | 12.43% | Q1 2026 | May 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 103,741 | 11,492 | 0.01% | 0.0% | 48 | +94,610 | 1036.14% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 102,512 | 11,356 | 0.19% | 0.13% | 49 | +32,704 | 46.85% | Q1 2026 | May 18, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 99,086 | 10,976 | 2.2% | 1.72% | 50 | +15,764 | 18.92% | Q1 2026 | Apr 14, 2026 |
| Atlas Wealth LLC | History | Reduced | 97,710 | 10,824 | 3.24% | 3.0% | 51 | -2,753 | -2.74% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 97,369 | 10,786 | 0.03% | 0.02% | 52 | +19,251 | 24.64% | Q1 2026 | May 14, 2026 |
| Crumly & Associates Inc. | History | Reduced | 97,205 | 10,768 | 2.26% | 2.22% | 53 | -10,519 | -9.76% | Q1 2026 | Apr 02, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 94,851 | 10,507 | 0.68% | 0.28% | 54 | +51,136 | 116.98% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 93,268 | 10,332 | 0.14% | 0.11% | 55 | +11,771 | 14.44% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 92,534 | 10,250 | 0.13% | 0.09% | 56 | +18,796 | 25.49% | Q1 2026 | Apr 20, 2026 |
| PRUDENTIAL PLC | History | No change | 92,426 | 10,238 | 0.06% | 0.07% | 57 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rockport Wealth LLC | History | Reduced | 92,308 | 10,223 | 1.86% | 1.86% | 58 | -5,069 | -5.21% | Q1 2026 | May 05, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | New | 92,000 | 10,191 | 1.29% | — | 59 | +92,000 | New | Q1 2026 | May 13, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 91,061 | 10,087 | 5.18% | 4.34% | 60 | +4,871 | 5.65% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 88,851 | 9,843 | 0.01% | 0.01% | 61 | -11,770 | -11.7% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 88,487 | 9,807 | 0.16% | 0.14% | 62 | +3,808 | 4.5% | Q1 2026 | Apr 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 88,116 | 9,761 | 1.03% | 0.84% | 63 | +9,298 | 11.8% | Q1 2026 | May 04, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Added to | 86,859 | 9,622 | 7.67% | 6.63% | 64 | +1,475 | 1.73% | Q1 2026 | Apr 16, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 86,740 | 9,609 | 0.72% | 0.72% | 65 | -12,444 | -12.55% | Q1 2026 | May 04, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 124,132 | 9,514 | 0.44% | 0.05% | 66 | -22,759 | -15.49% | Q1 2026 | May 15, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Added to | 85,052 | 9,422 | 6.29% | 4.02% | 67 | +2,337 | 2.83% | Q1 2026 | May 14, 2026 |
| Fiduciary Planning LLC | History | Reduced | 84,799 | 9,394 | 2.84% | 2.55% | 68 | -781 | -0.91% | Q1 2026 | Apr 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 80,726 | 8,942 | 0.07% | 0.05% | 69 | +11,337 | 16.34% | Q1 2026 | Apr 15, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | New | 78,274 | 8,891 | 4.71% | — | 70 | +78,274 | New | Q1 2026 | Apr 08, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 79,227 | 8,776 | 0.28% | 0.23% | 71 | +4,847 | 6.52% | Q1 2026 | May 11, 2026 |
| Hobart Private Capital, LLC | History | Added to | 77,901 | 8,629 | 1.7% | 0.77% | 72 | +37,977 | 95.12% | Q1 2026 | Apr 07, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 77,595 | 8,595 | 1.2% | 0.89% | 73 | +9,726 | 14.33% | Q1 2026 | May 04, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 77,035 | 8,533 | 0.65% | 0.3% | 74 | +39,240 | 103.82% | Q1 2026 | Apr 22, 2026 |
| AlphaCore Capital LLC | History | Reduced | 71,407 | 7,910 | 0.19% | 0.17% | 75 | -6,700 | -8.58% | Q1 2026 | May 15, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Added to | 70,737 | 7,836 | 5.04% | 4.08% | 76 | +4,809 | 7.29% | Q1 2026 | Apr 29, 2026 |
| TradeWell Securities, LLC. | History | Added to | 70,343 | 7,718 | 3.25% | 2.37% | 77 | +8,308 | 13.39% | Q1 2026 | Apr 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 69,602 | 7,710 | 0.17% | 0.14% | 78 | +7,153 | 11.45% | Q1 2026 | May 15, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 69,270 | 7,676 | 1.44% | 1.37% | 79 | +34,118 | 97.06% | Q1 2026 | Apr 29, 2026 |
| Investors Portfolio Services LLC | History | Reduced | 68,878 | 7,635 | 7.08% | 6.66% | 80 | -6,331 | -8.42% | Q1 2026 | May 14, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 68,025 | 7,535 | 2.08% | 1.81% | 81 | +9,822 | 16.88% | Q1 2026 | Apr 09, 2026 |
| WPG Advisers, LLC | History | Added to | 66,230 | 7,336 | 5.41% | 4.26% | 82 | +7,786 | 13.32% | Q1 2026 | Apr 29, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | New | 64,450 | 7,139 | 0.08% | — | 83 | +64,450 | New | Q1 2026 | Apr 29, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 63,986 | 7,088 | 0.12% | 0.09% | 84 | +12,431 | 24.11% | Q1 2026 | Apr 22, 2026 |
| Sovran Advisors, LLC | History | Added to | 55,333 | 7,021 | 0.55% | 0.52% | 85 | +1,235 | 2.28% | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 63,341 | 7,016 | 0.31% | 0.34% | 86 | -9,264 | -12.76% | Q1 2026 | Apr 28, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 61,937 | 6,861 | 0.39% | 0.38% | 87 | -3,088 | -4.75% | Q1 2026 | Apr 09, 2026 |
| &PARTNERS | History | Reduced | 61,849 | 6,851 | 0.03% | 0.03% | 88 | -2,435 | -3.79% | Q1 2026 | May 15, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 61,712 | 6,836 | 1.35% | 1.19% | 89 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Guided Capital Wealth Management, LLC | History | Reduced | 61,393 | 6,801 | 4.49% | 4.27% | 90 | -527 | -0.85% | Q1 2026 | Apr 30, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 59,076 | 6,544 | 0.48% | 0.48% | 91 | -6,078 | -9.33% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Added to | 57,276 | 6,345 | 0.18% | 0.13% | 92 | +9,151 | 19.02% | Q1 2026 | May 04, 2026 |
| Tidemark, LLC | History | Added to | 56,899 | 6,303 | 1.6% | 0.12% | 93 | +52,438 | 1175.48% | Q1 2026 | May 07, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 56,338 | 6,241 | 0.71% | 0.68% | 94 | -4,124 | -6.82% | Q1 2026 | May 15, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 56,147 | 6,220 | 1.57% | 1.51% | 95 | +2,038 | 3.77% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 55,593 | 6,158 | 0.22% | 0.24% | 96 | +2,502 | 4.71% | Q1 2026 | May 19, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 55,568 | 6,155 | 0.63% | 0.56% | 97 | -993 | -1.76% | Q1 2026 | May 12, 2026 |
| COOPER INVESTORS PTY LTD | History | New | 55,441 | 6,141 | 2.5% | — | 98 | +55,441 | New | Q1 2026 | Apr 27, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 55,185 | 6,113 | 0.32% | 0.33% | 99 | -8,639 | -13.54% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Added to | 55,052 | 6,098 | 0.13% | 0.09% | 100 | +1,811 | 3.4% | Q1 2026 | May 07, 2026 |
| PECAUT & CO. | History | Added to | 54,986 | 6,091 | 1.98% | 1.5% | 101 | +7,639 | 16.13% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 54,806 | 6,071 | 0.14% | 0.37% | 102 | -99,580 | -64.5% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 53,183 | 6,002 | 0.01% | 0.01% | 103 | -26,155 | -32.97% | Q1 2026 | Apr 08, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Reduced | 53,504 | 5,927 | 0.85% | 1.46% | 104 | -55,239 | -50.8% | Q1 2026 | May 01, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 52,700 | 5,838 | 0.01% | — | 105 | +52,700 | New | Q1 2026 | May 15, 2026 |
| tru Independence LLC | History | Reduced | 51,836 | 5,742 | 2.84% | 1.35% | 106 | -2,691 | -4.94% | Q1 2026 | Apr 22, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 57,126 | 5,616 | 3.27% | 3.27% | 107 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Purewater Capital LLC | History | New | 49,806 | 5,517 | 5.28% | — | 108 | +49,806 | New | Q1 2026 | May 14, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 49,347 | 5,466 | 4.03% | 3.64% | 109 | +570 | 1.17% | Q1 2026 | May 05, 2026 |
| STEPHENS INC /AR/ | History | Added to | 49,050 | 5,433 | 0.07% | 0.05% | 110 | +11,183 | 29.53% | Q1 2026 | Apr 28, 2026 |
| Macro Advisors, Inc. | History | New | 49,042 | 5,432 | 2.24% | — | 111 | +49,042 | New | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Added to | 48,603 | 5,384 | 0.18% | 0.15% | 112 | +3,925 | 8.79% | Q1 2026 | Apr 22, 2026 |
| ABLE Financial Group, LLC | History | Added to | 48,156 | 5,334 | 1.04% | 0.58% | 113 | +19,076 | 65.6% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 47,956 | 5,312 | 0.08% | 0.07% | 114 | +3,502 | 7.88% | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 47,859 | 5,301 | 0.32% | 0.24% | 115 | +6,652 | 16.14% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 47,618 | 5,275 | 0.1% | 0.07% | 116 | +9,325 | 24.35% | Q1 2026 | Apr 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 47,528 | 5,265 | 0.0% | 0.0% | 117 | -1,375 | -2.81% | Q1 2026 | May 05, 2026 |
| NWAM LLC | History | Added to | 47,135 | 5,221 | 0.3% | 0.3% | 118 | +21 | 0.04% | Q1 2026 | May 04, 2026 |
| Focus Financial Network, Inc. | History | Added to | 46,987 | 5,205 | 0.19% | 0.15% | 119 | +1,846 | 4.09% | Q1 2026 | Apr 14, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 46,155 | 5,113 | 1.8% | 1.08% | 120 | -7,226 | -13.54% | Q1 2026 | May 13, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 45,648 | 5,056 | 1.87% | 1.81% | 121 | -5,543 | -10.83% | Q1 2026 | May 13, 2026 |
| Portfolio Strategies, Inc. | History | New | 45,583 | 5,049 | 0.62% | — | 122 | +45,583 | New | Q1 2026 | May 05, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 45,524 | 5,043 | 1.16% | 1.07% | 123 | -2,374 | -4.96% | Q1 2026 | Apr 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 44,357 | 4,913 | 0.23% | 0.08% | 124 | +27,073 | 156.64% | Q1 2026 | Apr 28, 2026 |
| Atria Investments, Inc | History | Reduced | 43,684 | 4,839 | 0.05% | 0.05% | 125 | -407 | -0.92% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Reduced | 43,150 | 4,780 | 0.01% | 0.01% | 126 | -1,942 | -4.31% | Q1 2026 | May 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 43,001 | 4,763 | 0.16% | 0.09% | 127 | +2,255 | 5.53% | Q1 2026 | Apr 23, 2026 |
| MRA Advisory Group | History | Reduced | 42,989 | 4,762 | 1.94% | 1.89% | 128 | -2,796 | -6.11% | Q1 2026 | Apr 22, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 42,672 | 4,727 | 0.14% | 0.09% | 129 | +9,960 | 30.45% | Q1 2026 | Apr 21, 2026 |
| Fortis Advisors, LLC | History | Reduced | 41,923 | 4,644 | 2.33% | 2.5% | 130 | -4,884 | -10.43% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 41,335 | 4,579 | 0.1% | 0.08% | 131 | +5,081 | 14.02% | Q1 2026 | May 01, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 41,261 | 4,570 | 0.09% | 0.08% | 132 | -551 | -1.32% | Q1 2026 | Apr 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 40,796 | 4,519 | 0.29% | 0.28% | 133 | -2,092 | -4.88% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 40,488 | 4,485 | 0.05% | 0.04% | 134 | +4,735 | 13.24% | Q1 2026 | Apr 20, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 39,566 | 4,383 | 0.17% | 0.15% | 135 | -817 | -2.02% | Q1 2026 | May 12, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 39,271 | 4,350 | 1.37% | 1.21% | 136 | -513 | -1.29% | Q1 2026 | Apr 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 38,900 | 4,309 | 0.14% | 0.06% | 137 | +755 | 1.98% | Q1 2026 | Apr 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 38,034 | 4,303 | 0.3% | 0.24% | 138 | +2,632 | 7.43% | Q1 2026 | May 01, 2026 |
| Concorde Asset Management, LLC | History | No change | 43,175 | 4,244 | 1.7% | 1.7% | 139 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 37,974 | 4,206 | 0.57% | 0.59% | 140 | -4,863 | -11.35% | Q1 2026 | Apr 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 37,706 | 4,177 | 0.03% | 0.04% | 141 | +4,734 | 14.36% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 37,399 | 4,143 | 0.21% | 0.17% | 142 | +3,955 | 11.83% | Q1 2026 | Apr 23, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 36,954 | 4,093 | 0.9% | 0.8% | 143 | -2 | -0.01% | Q1 2026 | May 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 36,518 | 4,045 | 0.73% | 0.94% | 144 | +985 | 2.77% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 36,373 | 4,029 | 0.0% | 0.0% | 145 | +5,564 | 18.06% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 30,973 | 4,006 | 0.11% | 0.14% | 146 | -3,500 | -10.15% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 35,968 | 3,984 | 0.01% | 0.01% | 147 | +2,861 | 8.64% | Q1 2026 | May 14, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 35,195 | 3,898 | 2.13% | 2.04% | 148 | -7,547 | -17.66% | Q1 2026 | May 11, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 35,103 | 3,888 | 1.86% | 1.78% | 149 | -973 | -2.7% | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 34,907 | 3,866 | 0.02% | 0.02% | 150 | +3,089 | 9.71% | Q1 2026 | May 05, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 34,797 | 3,854 | 0.04% | 0.04% | 151 | -626 | -1.77% | Q1 2026 | May 12, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 34,460 | 3,817 | 1.21% | 0.17% | 152 | +29,424 | 584.27% | Q1 2026 | Apr 15, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 30,758 | 3,810 | 1.0% | 0.94% | 153 | +1,436 | 4.9% | Q1 2026 | Apr 21, 2026 |
| Cerity Partners LLC | History | Added to | 34,164 | 3,784 | 0.01% | 0.0% | 154 | +15,524 | 83.28% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 34,082 | 3,775 | 0.02% | 0.02% | 155 | +6,015 | 21.43% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 33,987 | 3,765 | 0.61% | 0.46% | 156 | -561 | -1.62% | Q1 2026 | May 15, 2026 |
| Foundry Financial Group, Inc. | History | New | 33,196 | 3,677 | 1.82% | — | 157 | +33,196 | New | Q1 2026 | Apr 23, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 31,894 | 3,533 | 0.11% | 0.09% | 158 | +2,940 | 10.15% | Q1 2026 | Apr 16, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 31,375 | 3,476 | 0.13% | 0.11% | 159 | -775 | -2.41% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | New | 31,246 | 3,461 | 0.01% | — | 160 | +31,246 | New | Q1 2026 | May 01, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 31,241 | 3,460 | 0.21% | 0.42% | 161 | -41,493 | -57.05% | Q1 2026 | May 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 31,024 | 3,436 | 0.05% | 0.06% | 162 | -10,111 | -24.58% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 30,509 | 3,379 | 0.02% | 0.02% | 163 | +3,667 | 13.66% | Q1 2026 | May 13, 2026 |
| JBR Co Financial Management Inc | History | No change | 34,345 | 3,376 | 1.41% | 1.41% | 164 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 30,000 | 3,323 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 29,053 | 3,218 | 0.47% | 0.45% | 166 | -1,723 | -5.6% | Q1 2026 | Apr 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 28,991 | 3,211 | 0.01% | 0.0% | 167 | +20,508 | 241.75% | Q1 2026 | May 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 27,755 | 3,074 | 0.24% | 0.19% | 168 | +2,486 | 9.84% | Q1 2026 | Apr 08, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 31,075 | 3,055 | 0.23% | 0.23% | 169 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 27,542 | 3,051 | 1.17% | 1.04% | 170 | +1,021 | 3.85% | Q1 2026 | Apr 21, 2026 |
| Sun Financial Inc | History | Added to | 23,106 | 3,029 | 1.52% | 1.17% | 171 | +1,818 | 8.54% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 27,303 | 3,024 | 0.13% | 0.11% | 172 | +4,006 | 17.2% | Q1 2026 | May 12, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 26,794 | 2,968 | 2.16% | 2.22% | 173 | -4,462 | -14.28% | Q1 2026 | May 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 26,650 | 2,952 | 0.22% | 0.15% | 174 | +4,861 | 22.31% | Q1 2026 | Apr 20, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 26,638 | 2,950 | 0.11% | 0.1% | 175 | +17,334 | 186.31% | Q1 2026 | May 15, 2026 |
| Investment Advisory Services Group LLC | History | Added to | 26,525 | 2,938 | 2.56% | 2.16% | 176 | +1,759 | 7.1% | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 29,636 | 2,913 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SageGuard Financial Group, LLC | History | New | 26,076 | 2,888 | 0.45% | — | 178 | +26,076 | New | Q1 2026 | Apr 23, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 28,204 | 2,863 | 3.7% | 3.7% | 179 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| StoneX Group Inc. | History | Added to | 25,504 | 2,825 | 0.15% | 0.05% | 180 | +12,623 | 98.0% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 25,483 | 2,823 | 0.06% | 0.03% | 181 | +10,347 | 68.36% | Q1 2026 | May 14, 2026 |
| Warner Group LLC | History | Added to | 25,376 | 2,811 | 1.84% | 1.14% | 182 | +6,562 | 34.88% | Q1 2026 | Apr 29, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 25,276 | 2,800 | 1.69% | 1.31% | 183 | +3,258 | 14.8% | Q1 2026 | Apr 21, 2026 |
| APS Management Group, Inc. | History | Reduced | 24,824 | 2,750 | 2.35% | 2.14% | 184 | -560 | -2.21% | Q1 2026 | Apr 15, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 24,364 | 2,699 | 2.3% | 1.79% | 185 | +1,048 | 4.49% | Q1 2026 | Apr 24, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 24,277 | 2,689 | 2.32% | 1.81% | 186 | +1,560 | 6.87% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 24,154 | 2,675 | 0.1% | 0.03% | 187 | +14,828 | 159.0% | Q1 2026 | May 14, 2026 |
| Smith Thornton Advisors LLC | History | Reduced | 23,898 | 2,647 | 1.33% | 1.2% | 188 | -135 | -0.56% | Q1 2026 | Apr 16, 2026 |
| Traction Financial Partners, LLC | History | New | 23,752 | 2,631 | 1.62% | — | 189 | +23,752 | New | Q1 2026 | May 14, 2026 |
| VIAWEALTH, LLC | History | Reduced | 23,479 | 2,601 | 1.45% | 1.31% | 190 | -152 | -0.64% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 23,380 | 2,589 | 0.0% | 0.0% | 191 | +7,712 | 49.22% | Q1 2026 | May 13, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 23,230 | 2,573 | 1.27% | 0.63% | 192 | +234 | 1.02% | Q1 2026 | Apr 20, 2026 |
| Essex Financial Services, Inc. | History | Added to | 22,928 | 2,539 | 0.14% | 0.12% | 193 | +801 | 3.62% | Q1 2026 | Apr 24, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 22,329 | 2,473 | 0.27% | 0.26% | 194 | -911 | -3.92% | Q1 2026 | May 11, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 22,318 | 2,472 | 0.1% | 0.08% | 195 | -2,057 | -8.44% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 22,182 | 2,457 | 0.0% | 0.0% | 196 | +42 | 0.19% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 21,906 | 2,426 | 0.06% | 0.03% | 197 | +8,509 | 63.51% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 21,245 | 2,353 | 0.0% | — | 198 | +21,245 | New | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Reduced | 21,088 | 2,336 | 0.48% | 0.45% | 199 | -177 | -0.83% | Q1 2026 | May 13, 2026 |
| GWN SECURITIES INC. | History | Added to | 21,061 | 2,333 | 0.45% | 0.41% | 200 | +669 | 3.28% | Q1 2026 | May 14, 2026 |
| Benson Wealth Management INC | History | Added to | 20,962 | 2,322 | 3.18% | 0.92% | 201 | +12,533 | 148.69% | Q1 2026 | May 12, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 20,796 | 2,303 | 0.78% | 0.75% | 202 | -1,575 | -7.04% | Q1 2026 | Apr 09, 2026 |
| Gotham Asset Management, LLC | History | Added to | 20,683 | 2,291 | 0.01% | 0.01% | 203 | +4,032 | 24.21% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 20,675 | 2,290 | 0.04% | 0.07% | 204 | -18,136 | -46.73% | Q1 2026 | Apr 17, 2026 |
| RiverTree Advisors, LLC | History | Added to | 20,433 | 2,263 | 1.43% | 1.19% | 205 | +1,511 | 7.99% | Q1 2026 | Apr 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 19,434 | 2,152 | 0.08% | 0.06% | 206 | +1,424 | 7.91% | Q1 2026 | May 11, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 19,815 | 2,145 | 0.28% | 0.27% | 207 | -147 | -0.74% | Q1 2026 | Apr 30, 2026 |
| DAVENPORT & Co LLC | History | Added to | 19,293 | 2,137 | 0.01% | 0.0% | 208 | +15,277 | 380.4% | Q1 2026 | Apr 15, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 19,031 | 2,108 | 0.48% | 0.28% | 209 | +6,431 | 51.04% | Q1 2026 | Apr 28, 2026 |
| Creekside Partners | History | No change | 19,019 | 2,106 | 0.87% | 0.79% | 210 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 17,054 | 2,098 | 0.23% | 0.27% | 211 | -443 | -2.53% | Q1 2026 | May 12, 2026 |
| Benchmark Financial, LLC | History | Added to | 18,899 | 2,093 | 1.88% | 1.53% | 212 | +3,264 | 20.88% | Q1 2026 | Apr 21, 2026 |
| Hyposwiss Advisors SA | History | Added to | 18,714 | 2,073 | 2.05% | 1.7% | 213 | +1,050 | 5.94% | Q1 2026 | Apr 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 18,633 | 2,064 | 0.02% | 0.02% | 214 | -468 | -2.45% | Q1 2026 | Apr 07, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 18,448 | 2,043 | 0.29% | 0.17% | 215 | +6,767 | 57.93% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 18,320 | 2,029 | 0.05% | 0.02% | 216 | +9,511 | 107.97% | Q1 2026 | May 14, 2026 |
| PKS Advisory Services, LLC | History | Added to | 18,224 | 2,018 | 0.47% | 0.39% | 217 | +1,007 | 5.85% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 17,961 | 1,989 | 0.03% | 0.03% | 218 | -300 | -1.64% | Q1 2026 | Apr 27, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 17,783 | 1,970 | 1.71% | 0.96% | 219 | +6,423 | 56.54% | Q1 2026 | May 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 17,716 | 1,962 | 0.02% | 0.01% | 220 | +2,545 | 16.78% | Q1 2026 | May 11, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 17,529 | 1,941 | 0.27% | 0.22% | 221 | +1,392 | 8.63% | Q1 2026 | May 13, 2026 |
| Cambridge Advisors Inc. | History | Added to | 17,116 | 1,896 | 0.37% | 0.28% | 222 | +1,967 | 12.98% | Q1 2026 | Apr 16, 2026 |
| Harvest Investment Services, LLC | History | Added to | 17,113 | 1,895 | 0.35% | 0.29% | 223 | +1,404 | 8.94% | Q1 2026 | May 14, 2026 |
| Intrua Financial, LLC | History | Reduced | 16,929 | 1,875 | 0.19% | 0.19% | 224 | -1,033 | -5.75% | Q1 2026 | Apr 23, 2026 |
| Summit Financial, LLC | History | Added to | 16,822 | 1,863 | 0.02% | 0.02% | 225 | +5,958 | 54.84% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 16,761 | 1,856 | 0.05% | 0.05% | 226 | -594 | -3.42% | Q1 2026 | May 13, 2026 |
| Inscription Capital, LLC | History | Added to | 16,205 | 1,795 | 0.19% | 0.14% | 227 | +2,454 | 17.85% | Q1 2026 | Apr 20, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 15,888 | 1,760 | 0.02% | — | 228 | +15,888 | New | Q1 2026 | May 01, 2026 |
| Moors & Cabot, Inc. | History | Added to | 15,758 | 1,745 | 0.07% | 0.03% | 229 | +8,654 | 121.82% | Q1 2026 | May 08, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 15,468 | 1,713 | 0.75% | 0.45% | 230 | +6,148 | 65.97% | Q1 2026 | Apr 24, 2026 |
| BROWN ADVISORY INC | History | Reduced | 15,439 | 1,710 | 0.0% | 0.0% | 231 | -283 | -1.8% | Q1 2026 | May 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 15,017 | 1,653 | 0.21% | 0.21% | 232 | -1,770 | -10.54% | Q1 2026 | May 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 14,842 | 1,644 | 0.6% | 0.51% | 233 | +476 | 3.31% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 14,828 | 1,642 | 0.01% | — | 234 | +14,828 | New | Q1 2026 | May 15, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 14,752 | 1,634 | 1.24% | 0.72% | 235 | +6,060 | 69.72% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Reduced | 14,543 | 1,611 | 0.01% | 0.01% | 236 | -672 | -4.42% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 14,537 | 1,610 | 0.07% | — | 237 | +14,537 | New | Q1 2026 | May 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 14,531 | 1,609 | 0.38% | 0.35% | 238 | -206 | -1.4% | Q1 2026 | Apr 17, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 14,327 | 1,587 | 0.35% | 0.29% | 239 | +437 | 3.15% | Q1 2026 | Apr 15, 2026 |
| HANOVER ADVISORS INC | History | Added to | 14,218 | 1,575 | 0.64% | 0.5% | 240 | +1,135 | 8.68% | Q1 2026 | May 07, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 14,150 | 1,567 | 0.01% | 0.01% | 241 | -2,595 | -15.5% | Q1 2026 | May 14, 2026 |
| Ignite Planners, LLC | History | Added to | 13,878 | 1,552 | 0.24% | 0.21% | 242 | +1,184 | 9.33% | Q1 2026 | Apr 17, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Added to | 13,879 | 1,537 | 0.95% | 0.79% | 243 | +342 | 2.53% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 13,864 | 1,535 | 0.06% | 0.04% | 244 | +3,445 | 33.06% | Q1 2026 | Apr 28, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 14,151 | 1,498 | 0.09% | 0.06% | 245 | +1,166 | 8.98% | Q1 2026 | Apr 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,231 | 1,497 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 13,493 | 1,494 | 0.11% | 0.15% | 247 | +2,644 | 24.37% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 13,247 | 1,467 | 0.01% | 0.01% | 248 | +4,767 | 56.21% | Q1 2026 | May 15, 2026 |
| Well Done, LLC | History | No change | 13,174 | 1,459 | 0.21% | 0.19% | 249 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 13,143 | 1,455 | 0.32% | 0.36% | 250 | -3,680 | -21.87% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 12,920 | 1,431 | 0.07% | 0.05% | 251 | +3,164 | 32.43% | Q1 2026 | Apr 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 12,634 | 1,400 | 0.07% | 0.03% | 252 | +5,103 | 67.76% | Q1 2026 | May 18, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 12,292 | 1,361 | 0.03% | 0.01% | 253 | +7,018 | 133.07% | Q1 2026 | Apr 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 12,200 | 1,351 | 0.0% | 0.0% | 254 | +300 | 2.52% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 10,529 | 1,350 | 0.07% | 0.02% | 255 | +6,828 | 184.49% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 11,925 | 1,321 | 0.0% | 0.0% | 256 | -1,240 | -9.42% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 11,656 | 1,291 | 0.03% | 0.03% | 257 | +774 | 7.11% | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | Added to | 11,640 | 1,290 | 0.03% | 0.02% | 258 | +3,392 | 41.13% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 11,619 | 1,287 | 0.0% | 0.0% | 259 | -369 | -3.08% | Q1 2026 | May 15, 2026 |
| Sequent Planning LLC | History | Added to | 11,483 | 1,272 | 0.31% | 0.28% | 260 | +488 | 4.44% | Q1 2026 | Apr 21, 2026 |
| Owen LaRue, LLC | History | Added to | 11,432 | 1,266 | 0.49% | 0.1% | 261 | +8,797 | 333.85% | Q1 2026 | Apr 30, 2026 |
| TRUE Private Wealth Advisors | History | New | 11,421 | 1,265 | 0.12% | — | 262 | +11,421 | New | Q1 2026 | May 15, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 11,403 | 1,263 | 0.53% | 0.53% | 263 | -3,195 | -21.89% | Q1 2026 | May 15, 2026 |
| Mirador Capital Partners LP | History | Added to | 11,319 | 1,253 | 0.18% | 0.13% | 264 | +1,524 | 15.56% | Q1 2026 | Apr 08, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 11,263 | 1,247 | 0.08% | 0.07% | 265 | +1,178 | 11.68% | Q1 2026 | May 06, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 11,126 | 1,232 | 0.19% | 0.15% | 266 | +1,316 | 13.41% | Q1 2026 | May 07, 2026 |
| Accel Wealth Management | History | Reduced | 11,002 | 1,218 | 0.32% | 0.3% | 267 | -144 | -1.29% | Q1 2026 | Apr 08, 2026 |
| Signature Equity Partners, LLC | History | Added to | 10,953 | 1,213 | 0.65% | 0.45% | 268 | +2,693 | 32.6% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 10,700 | 1,185 | 0.0% | 0.0% | 269 | +6,300 | 143.18% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 10,541 | 1,167 | 0.02% | 0.02% | 270 | -1,764 | -14.34% | Q1 2026 | May 04, 2026 |
| Sowell Financial Services LLC | History | Reduced | 10,270 | 1,137 | 0.04% | 0.04% | 271 | -423 | -3.96% | Q1 2026 | Apr 20, 2026 |
| Global View Capital Management LLC | History | Added to | 10,068 | 1,115 | 0.3% | 0.17% | 272 | +1,016 | 11.22% | Q1 2026 | May 04, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 10,062 | 1,114 | 0.44% | 0.38% | 273 | +706 | 7.55% | Q1 2026 | Apr 21, 2026 |
| TCFG Investment Advisors, LLC | History | New | 9,979 | 1,105 | 0.41% | — | 275 | +9,979 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 9,979 | 1,105 | 0.41% | 0.39% | 274 | -92 | -0.91% | Q1 2026 | Apr 23, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 9,968 | 1,104 | 0.27% | 0.52% | 276 | +4,166 | 71.8% | Q1 2026 | May 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 9,968 | 1,104 | 0.08% | 0.08% | 277 | +243 | 2.5% | Q1 2026 | Apr 30, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 9,929 | 1,099 | 0.55% | 0.51% | 278 | -878 | -8.12% | Q1 2026 | May 07, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 9,668 | 1,098 | 0.12% | 0.42% | 279 | -19,104 | -66.4% | Q1 2026 | Apr 10, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 9,891 | 1,095 | 0.4% | 0.1% | 280 | +6,815 | 221.55% | Q1 2026 | May 12, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 9,891 | 1,095 | 0.28% | 0.24% | 281 | +538 | 5.75% | Q1 2026 | Apr 09, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 9,827 | 1,088 | 0.04% | 0.03% | 282 | +1,444 | 17.23% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 9,798 | 1,085 | 0.01% | 0.01% | 283 | +1,483 | 17.84% | Q1 2026 | May 12, 2026 |
| Richmond Investment Services, LLC | History | Added to | 9,787 | 1,084 | 0.18% | 0.15% | 284 | +710 | 7.82% | Q1 2026 | Apr 29, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 9,551 | 1,058 | 0.07% | 0.03% | 285 | +6,114 | 177.89% | Q1 2026 | Apr 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 9,470 | 1,049 | 0.13% | 0.1% | 286 | +666 | 7.56% | Q1 2026 | May 05, 2026 |
| Guardian Capital, LLC | History | Added to | 9,435 | 1,045 | 1.0% | 0.77% | 287 | +715 | 8.2% | Q1 2026 | May 11, 2026 |
| Continuum Advisory, LLC | History | Added to | 9,419 | 1,043 | 0.1% | 0.07% | 288 | +2,310 | 32.49% | Q1 2026 | Apr 22, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 9,341 | 1,034 | 0.03% | 0.02% | 289 | +705 | 8.16% | Q1 2026 | Apr 28, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 9,327 | 1,033 | 0.4% | 0.35% | 290 | +116 | 1.26% | Q1 2026 | Apr 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 9,175 | 1,016 | 0.0% | — | 291 | +9,175 | New | Q1 2026 | May 15, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 8,923 | 1,013 | 0.59% | 0.54% | 292 | -7 | -0.08% | Q1 2026 | Apr 08, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 8,994 | 996 | 0.06% | 0.05% | 293 | -2,291 | -20.3% | Q1 2026 | Apr 28, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 8,957 | 992 | 0.01% | 0.01% | 294 | -81 | -0.9% | Q1 2026 | May 13, 2026 |
| Altus Wealth Group LLC | History | Added to | 8,884 | 984 | 0.4% | 0.35% | 295 | +86 | 0.98% | Q1 2026 | Apr 27, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 9,910 | 974 | 0.83% | 0.83% | 296 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sierra Capital LLC | History | No change | 8,685 | 962 | 0.1% | 0.09% | 297 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Plan Group Financial, LLC | History | Added to | 8,600 | 952 | 0.22% | 0.08% | 298 | +5,300 | 160.61% | Q1 2026 | Apr 13, 2026 |
| Curran Financial Partners, LLC | History | Added to | 8,504 | 942 | 0.17% | 0.14% | 299 | +954 | 12.64% | Q1 2026 | Apr 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 8,345 | 924 | 0.09% | 0.08% | 300 | +193 | 2.37% | Q1 2026 | Apr 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 7,989 | 884 | 0.0% | 0.0% | 301 | +1,824 | 29.59% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 7,917 | 877 | 0.0% | 0.0% | 302 | +1,850 | 30.49% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | Added to | 7,918 | 877 | 0.26% | 0.19% | 303 | +1,727 | 27.9% | Q1 2026 | Apr 20, 2026 |
| Visionary Wealth Advisors | History | Added to | 7,866 | 871 | 0.04% | 0.03% | 304 | +1,027 | 15.02% | Q1 2026 | May 13, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 7,836 | 868 | 0.42% | 0.38% | 305 | -511 | -6.12% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 7,683 | 851 | 0.06% | 0.03% | 306 | +3,162 | 69.94% | Q1 2026 | May 05, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 7,567 | 838 | 0.05% | 0.05% | 307 | -566 | -6.96% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | Reduced | 7,567 | 838 | 0.01% | 0.01% | 308 | -566 | -6.96% | Q1 2026 | May 14, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 7,543 | 835 | 0.38% | 0.39% | 309 | -28 | -0.37% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 7,439 | 824 | 0.0% | 0.0% | 310 | -65 | -0.87% | Q1 2026 | May 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 7,400 | 819 | 0.26% | 0.13% | 311 | +3,349 | 82.67% | Q1 2026 | May 13, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 7,401 | 819 | 0.17% | 0.16% | 312 | +170 | 2.35% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,175 | 811 | 0.01% | 0.01% | 314 | +2,240 | 45.39% | Q1 2026 | Apr 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 7,332 | 811 | 0.03% | 0.02% | 313 | +686 | 10.32% | Q1 2026 | Apr 07, 2026 |
| Envision Financial Transparency, LLC | History | New | 7,182 | 796 | 0.77% | — | 315 | +7,182 | New | Q1 2026 | May 13, 2026 |
| Grantvest Financial Group LLC | History | Added to | 7,167 | 793 | 0.51% | 0.37% | 316 | +1,294 | 22.03% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 7,137 | 790 | 0.02% | 0.01% | 317 | +4,063 | 132.17% | Q1 2026 | May 11, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 7,891 | 776 | 0.55% | 0.98% | 318 | -7,344 | -48.2% | Q1 2026 | Apr 16, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 6,947 | 769 | 0.0% | — | 319 | +6,947 | New | Q1 2026 | May 15, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 6,867 | 760 | 0.68% | 0.56% | 320 | +1,136 | 19.82% | Q1 2026 | May 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 6,253 | 754 | 0.04% | 0.03% | 321 | +589 | 10.4% | Q1 2026 | Apr 17, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 6,681 | 740 | 0.08% | 0.08% | 322 | -290 | -4.16% | Q1 2026 | Apr 15, 2026 |
| Regal Investment Advisors LLC | History | Added to | 6,657 | 737 | 0.04% | 0.03% | 323 | +698 | 11.71% | Q1 2026 | May 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 6,567 | 727 | 0.05% | 0.02% | 324 | +4,050 | 160.91% | Q1 2026 | May 12, 2026 |
| Waterfront Wealth Inc. | History | Added to | 6,512 | 721 | 0.13% | 0.13% | 325 | +230 | 3.66% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 6,487 | 718 | 0.01% | 0.01% | 326 | -189 | -2.83% | Q1 2026 | May 07, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 6,292 | 697 | 0.46% | 0.4% | 327 | +235 | 3.88% | Q1 2026 | May 13, 2026 |
| Sandbox Financial Partners, LLC | History | New | 6,244 | 691 | 0.19% | — | 329 | +6,244 | New | Q1 2026 | Apr 08, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 6,245 | 691 | 0.51% | 0.43% | 328 | +217 | 3.6% | Q1 2026 | Apr 17, 2026 |
| Purus Wealth Management, LLC | History | New | 6,231 | 690 | 0.22% | — | 330 | +6,231 | New | Q1 2026 | Apr 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 6,138 | 679 | 0.01% | 0.02% | 331 | -1,807 | -22.74% | Q1 2026 | Apr 27, 2026 |
| Neuberger Berman Group LLC | History | Added to | 6,073 | 672 | 0.0% | 0.0% | 332 | +506 | 9.09% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Added to | 6,065 | 671 | 0.03% | 0.03% | 333 | +60 | 1.0% | Q1 2026 | Apr 30, 2026 |
| HOURGLASS CAPITAL, LLC | History | New | 6,000 | 664 | 0.14% | — | 334 | +6,000 | New | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 5,956 | 659 | 0.01% | 0.0% | 335 | +2,444 | 69.59% | Q1 2026 | May 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 5,952 | 659 | 0.07% | 0.06% | 336 | +1,032 | 20.98% | Q1 2026 | Apr 23, 2026 |
| Concentrum Wealth Management | History | Added to | 5,854 | 648 | 0.19% | 0.12% | 338 | +1,366 | 30.44% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Added to | 5,857 | 648 | 0.01% | 0.01% | 337 | +425 | 7.82% | Q1 2026 | Apr 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 5,849 | 647 | 0.01% | 0.0% | 339 | +3,511 | 150.17% | Q1 2026 | Apr 27, 2026 |
| Financial Futures Ltd Liability Co. | History | New | 5,779 | 640 | 0.28% | — | 340 | +5,779 | New | Q1 2026 | Apr 22, 2026 |
| McKinney Capital Management, LLC | History | New | 5,777 | 639 | 0.55% | — | 341 | +5,777 | New | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 4,993 | 617 | 0.35% | — | 343 | +4,993 | New | Q1 2026 | May 19, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 5,571 | 617 | 0.01% | 0.01% | 342 | -536 | -8.78% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 5,514 | 610 | 0.04% | 0.04% | 344 | -1,615 | -22.65% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,464 | 605 | 0.0% | — | 345 | +5,464 | New | Q1 2026 | May 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 5,420 | 600 | 0.29% | 0.21% | 346 | +970 | 21.8% | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,391 | 597 | 0.0% | 0.0% | 347 | +2,002 | 59.07% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 5,295 | 586 | 0.04% | 0.04% | 348 | -163 | -2.99% | Q1 2026 | Apr 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 4,685 | 580 | 0.01% | 0.01% | 349 | +635 | 15.68% | Q1 2026 | May 04, 2026 |
| Quantum Private Wealth, LLC | History | Added to | 5,166 | 572 | 0.18% | 0.15% | 350 | +30 | 0.58% | Q1 2026 | Apr 27, 2026 |
| Simplicity Wealth,LLC | History | New | 5,083 | 563 | 0.03% | — | 351 | +5,083 | New | Q1 2026 | Apr 30, 2026 |
| Kestra Investment Management, LLC | History | Added to | 5,063 | 560 | 0.01% | 0.01% | 352 | +2,208 | 77.34% | Q1 2026 | May 11, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 4,967 | 550 | 0.36% | 0.22% | 353 | +1,745 | 54.16% | Q1 2026 | Apr 14, 2026 |
| Insight Advisors, LLC/ PA | History | New | 4,897 | 542 | 0.1% | — | 354 | +4,897 | New | Q1 2026 | May 11, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 4,839 | 536 | 0.16% | 0.14% | 355 | +52 | 1.09% | Q1 2026 | May 08, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 4,834 | 535 | 0.06% | 0.07% | 356 | -893 | -15.59% | Q1 2026 | Apr 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 4,714 | 522 | 0.16% | 0.1% | 357 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Darden Wealth Group Inc | History | Reduced | 4,601 | 509 | 0.26% | 0.22% | 358 | -100 | -2.13% | Q1 2026 | May 08, 2026 |
| Blackhawk Capital Partners, LLC | History | New | 4,586 | 508 | 0.19% | — | 359 | +4,586 | New | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 4,529 | 501 | 0.0% | 0.01% | 360 | -841 | -15.66% | Q1 2026 | May 08, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 4,470 | 495 | 0.04% | 0.04% | 361 | +51 | 1.15% | Q1 2026 | May 11, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 4,376 | 484 | 0.28% | — | 362 | +4,376 | New | Q1 2026 | May 12, 2026 |
| Spruce Point Capital Management, LLC | History | No change | 4,347 | 481 | 0.53% | 0.89% | 363 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,331 | 479 | 0.04% | 0.03% | 364 | +288 | 7.12% | Q1 2026 | Apr 30, 2026 |
| Vontobel Holding Ltd. | History | No change | 4,300 | 476 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 4,249 | 470 | 0.09% | 0.07% | 366 | +859 | 25.34% | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | Reduced | 4,120 | 456 | 0.0% | 0.0% | 367 | -665 | -13.9% | Q1 2026 | May 14, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 4,100 | 454 | 0.27% | 0.22% | 368 | +839 | 25.73% | Q1 2026 | May 06, 2026 |
| Compound Planning, Inc. | History | Added to | 4,070 | 450 | 0.01% | 0.01% | 369 | +877 | 27.47% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 4,028 | 446 | 0.01% | 0.0% | 371 | +1,589 | 65.15% | Q1 2026 | Apr 16, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 4,035 | 446 | 0.04% | 0.03% | 370 | -276 | -6.4% | Q1 2026 | May 14, 2026 |
| Second Line Capital, LLC | History | No change | 3,516 | 446 | 0.08% | 0.07% | 372 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cedrus Wealth Group LLC | History | Reduced | 3,982 | 441 | 0.49% | 0.36% | 373 | -34 | -0.85% | Q1 2026 | May 14, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 3,962 | 438 | 0.38% | 0.26% | 374 | +1,033 | 35.27% | Q1 2026 | May 04, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 3,827 | 423 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cardinal Point Capital Management ULC | History | New | 3,770 | 417 | 0.03% | — | 376 | +3,770 | New | Q1 2026 | Apr 20, 2026 |
| Revisor Wealth Management LLC | History | Added to | 3,710 | 411 | 0.11% | 0.06% | 377 | +1,786 | 92.83% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 3,700 | 409 | 0.0% | 0.0% | 378 | -19,109 | -83.78% | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 3,639 | 403 | 0.0% | 0.0% | 379 | -124 | -3.3% | Q1 2026 | May 08, 2026 |
| Auxano Advisors, LLC | History | New | 3,593 | 398 | 0.08% | — | 380 | +3,593 | New | Q1 2026 | May 01, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 3,588 | 397 | 0.2% | 0.19% | 381 | +367 | 11.39% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 3,523 | 390 | 0.0% | 0.0% | 382 | -121 | -3.32% | Q1 2026 | May 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 3,462 | 383 | 0.28% | 0.28% | 383 | +14 | 0.41% | Q1 2026 | Apr 27, 2026 |
| KKM Financial LLC | History | No change | 3,882 | 381 | 0.07% | 0.07% | 384 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 3,375 | 374 | 0.04% | 0.04% | 385 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 3,353 | 371 | 0.19% | 0.17% | 386 | +208 | 6.61% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,316 | 367 | 0.0% | 0.0% | 387 | +500 | 17.76% | Q1 2026 | May 08, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 3,316 | 367 | 0.04% | 0.03% | 388 | +7 | 0.21% | Q1 2026 | Apr 28, 2026 |
| Savior LLC | History | Added to | 3,213 | 355 | 1.27% | 0.92% | 389 | +623 | 24.05% | Q1 2026 | Apr 21, 2026 |
| Pioneer Family Office, LLC | History | Reduced | 3,190 | 353 | 0.23% | 9.08% | 391 | -133,430 | -97.67% | Q1 2026 | May 13, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | No change | 3,188 | 353 | 0.23% | 0.19% | 390 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TSFG, LLC | History | Added to | 3,135 | 347 | 0.05% | 0.04% | 392 | +102 | 3.36% | Q1 2026 | Apr 27, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 3,116 | 345 | 0.28% | 0.25% | 393 | +200 | 6.86% | Q1 2026 | May 15, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 3,037 | 336 | 0.35% | 0.38% | 394 | +967 | 46.71% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 3,268 | 332 | 0.0% | 0.0% | 395 | -32 | -0.97% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,991 | 331 | 0.02% | 0.0% | 396 | +2,481 | 486.47% | Q1 2026 | May 07, 2026 |
| Medallion Wealth Advisors, LLC | History | New | 2,903 | 321 | 0.1% | — | 398 | +2,903 | New | Q1 2026 | Apr 24, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 2,901 | 321 | 0.0% | 0.0% | 397 | -976 | -25.17% | Q1 2026 | May 13, 2026 |
| Strategic Blueprint, LLC | History | New | 2,760 | 305 | 0.02% | — | 399 | +2,760 | New | Q1 2026 | Apr 29, 2026 |
| Lincoln Capital LLC | History | No change | 2,747 | 304 | 0.06% | 0.05% | 400 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Belvedere Trading LLC | History | New | 2,700 | 299 | 0.0% | — | 401 | +2,700 | New | Q1 2026 | May 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 2,653 | 293 | 0.23% | 0.19% | 403 | +225 | 9.27% | Q1 2026 | Apr 21, 2026 |
| Procyon Advisors, LLC | History | Added to | 2,652 | 293 | 0.01% | 0.01% | 402 | +154 | 6.16% | Q1 2026 | May 04, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 2,605 | 288 | 0.11% | 0.09% | 404 | +196 | 8.14% | Q1 2026 | Apr 23, 2026 |
| Petix & Botte Co | History | New | 2,598 | 287 | 0.06% | — | 406 | +2,598 | New | Q1 2026 | Apr 30, 2026 |
| Private Advisory Group LLC | History | Reduced | 2,592 | 287 | 0.02% | 0.02% | 405 | -186 | -6.7% | Q1 2026 | May 08, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 2,536 | 280 | 0.04% | 0.04% | 407 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,522 | 279 | 0.0% | 0.0% | 408 | +349 | 16.06% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 2,500 | 276 | 0.01% | — | 409 | +2,500 | New | Q1 2026 | Apr 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 2,391 | 264 | 0.0% | — | 410 | +2,391 | New | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,373 | 262 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 2,357 | 261 | 0.01% | — | 412 | +2,357 | New | Q1 2026 | May 06, 2026 |
| CPR Investments Inc. | History | New | 2,347 | 259 | 0.17% | — | 413 | +2,347 | New | Q1 2026 | Apr 16, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 2,333 | 258 | 0.01% | — | 414 | +2,333 | New | Q1 2026 | May 07, 2026 |
| Register Financial Advisors LLC | History | Added to | 2,317 | 256 | 0.09% | 0.09% | 415 | +62 | 2.75% | Q1 2026 | Apr 15, 2026 |
| Meridian Wealth Partners, LLC | History | New | 2,280 | 252 | 0.03% | — | 417 | +2,280 | New | Q1 2026 | May 14, 2026 |
| Southland Equity Partners LLC | History | No change | 2,283 | 252 | 0.05% | 0.04% | 416 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 2,231 | 247 | 0.06% | 0.09% | 418 | -995 | -30.84% | Q1 2026 | Apr 21, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 2,207 | 244 | 0.01% | 0.01% | 419 | -2,200 | -49.92% | Q1 2026 | May 05, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 2,205 | 244 | 0.08% | 0.08% | 420 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 2,189 | 242 | 0.02% | 0.02% | 421 | +96 | 4.59% | Q1 2026 | May 28, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 2,186 | 242 | 0.02% | 0.01% | 422 | +82 | 3.9% | Q1 2026 | Apr 27, 2026 |
| Garde Capital, Inc. | History | New | 2,168 | 240 | 0.01% | — | 423 | +2,168 | New | Q1 2026 | Apr 28, 2026 |
| BOS Asset Management, LLC | History | New | 2,164 | 239 | 0.06% | — | 424 | +2,164 | New | Q1 2026 | Apr 08, 2026 |
| J. Safra Sarasin Holding AG | History | New | 2,131 | 236 | 0.0% | — | 425 | +2,131 | New | Q1 2026 | May 04, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 2,387 | 234 | 0.08% | 0.08% | 426 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Impact Partnership Wealth, LLC | History | New | 2,096 | 232 | 0.03% | — | 427 | +2,096 | New | Q1 2026 | Apr 23, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 2,011 | 222 | 0.1% | 0.1% | 428 | -198 | -8.96% | Q1 2026 | Apr 29, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 2,000 | 221 | 0.0% | — | 429 | +2,000 | New | Q1 2026 | May 14, 2026 |
| Lee Financial Co | History | New | 2,000 | 221 | 0.03% | — | 430 | +2,000 | New | Q1 2026 | Apr 13, 2026 |
| HERBST GROUP, LLC | History | New | 2,000 | 221 | 0.14% | — | 431 | +2,000 | New | Q1 2026 | Apr 09, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 1,971 | 218 | 0.06% | 0.07% | 432 | -519 | -20.84% | Q1 2026 | May 06, 2026 |
| Huntleigh Advisors, Inc. | History | New | 1,925 | 213 | 0.04% | — | 434 | +1,925 | New | Q1 2026 | Apr 21, 2026 |
| BlackRock, Inc. | History | Added to | 1,927 | 213 | 0.0% | 0.0% | 433 | +1,322 | 218.51% | Q1 2026 | May 13, 2026 |
| Balboa Wealth Partners | History | Reduced | 1,856 | 205 | 0.03% | 0.04% | 435 | -496 | -21.09% | Q1 2026 | Apr 16, 2026 |
| Stratos Investment Management, LLC | History | New | 1,844 | 204 | 0.01% | — | 436 | +1,844 | New | Q1 2026 | Apr 28, 2026 |
| Manchester Capital Management LLC | History | Added to | 1,678 | 185 | 0.03% | 0.02% | 437 | +488 | 41.01% | Q1 2026 | May 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 1,649 | 182 | 0.1% | 0.06% | 438 | +468 | 39.63% | Q1 2026 | Apr 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,588 | 175 | 0.0% | 0.0% | 439 | +276 | 21.04% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,512 | 167 | 0.0% | 0.0% | 440 | +1,366 | 935.62% | Q1 2026 | May 13, 2026 |
| ORG Partners LLC | History | No change | 1,500 | 147 | 0.03% | 0.03% | 441 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,252 | 138 | 0.02% | 0.0% | 442 | +1,127 | 901.6% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,179 | 130 | 0.07% | 0.02% | 443 | +728 | 161.42% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,112 | 123 | 0.03% | — | 444 | +1,112 | New | Q1 2026 | May 08, 2026 |
| REAP Financial Group, LLC | History | No change | 1,109 | 122 | 0.02% | 0.02% | 445 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | Reduced | 1,100 | 121 | 0.03% | 0.04% | 446 | -600 | -35.29% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,043 | 114 | 0.0% | — | 447 | +1,034 | 11488.89% | Q1 2026 | May 15, 2026 |
| MGB Wealth Management, LLC | History | No change | 1,135 | 111 | 0.03% | 0.03% | 448 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 987 | 109 | 0.05% | 0.03% | 449 | -20 | -1.99% | Q1 2026 | Apr 14, 2026 |
| Clark Wealth Partners | History | Added to | 967 | 107 | 0.07% | 0.05% | 450 | +152 | 18.65% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 927 | 104 | 0.01% | 0.0% | 451 | +90 | 10.75% | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 800 | 88 | 0.0% | 0.0% | 452 | -83 | -9.4% | Q1 2026 | May 06, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 784 | 86 | 0.09% | 0.07% | 453 | +73 | 10.27% | Q1 2026 | May 13, 2026 |
| Morse Asset Management, Inc | History | Reduced | 698 | 77 | 0.02% | 0.01% | 454 | -37 | -5.03% | Q1 2026 | May 14, 2026 |
| Caldwell Trust Co | History | No change | 700 | 77 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 692 | 76 | 0.08% | 0.06% | 456 | +70 | 11.25% | Q1 2026 | May 14, 2026 |
| Realta Investment Advisors | History | New | 655 | 72 | 0.02% | — | 457 | +655 | New | Q1 2026 | Apr 22, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 645 | 71 | 0.0% | — | 458 | +645 | New | Q1 2026 | May 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 583 | 64 | 0.01% | 0.01% | 459 | -102 | -14.89% | Q1 2026 | May 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 510 | 57 | 0.02% | 0.02% | 460 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | No change | 509 | 56 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IFG Advisory, LLC | History | Reduced | 495 | 54 | 0.15% | 0.05% | 462 | -11,455 | -95.86% | Q1 2026 | May 12, 2026 |
| Truvestments Capital LLC | History | Added to | 492 | 54 | 0.01% | 0.01% | 463 | +177 | 56.19% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 537 | 52 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 469 | 51 | 0.01% | 0.0% | 465 | +241 | 105.7% | Q1 2026 | Apr 28, 2026 |
| TD Capital Management LLC | History | No change | 444 | 49 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 437 | 46 | 0.0% | 0.0% | 467 | -107 | -19.67% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | New | 384 | 42 | 0.02% | — | 469 | +384 | New | Q1 2026 | Apr 30, 2026 |
| Bravera Wealth | History | Added to | 385 | 42 | 0.02% | 0.01% | 468 | +185 | 92.5% | Q1 2026 | Apr 22, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 345 | 38 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 337 | 37 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 330 | 36 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | New | 310 | 34 | 0.0% | — | 474 | +310 | New | Q1 2026 | May 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 309 | 34 | 0.01% | 0.01% | 473 | -129 | -29.45% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | No change | 288 | 31 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Sankala Group LLC | History | No change | 256 | 28 | 0.02% | 0.02% | 476 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Meramec Financial Planners, LLC | History | No change | 219 | 27 | 0.01% | 0.01% | 477 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 231 | 25 | 0.0% | — | 479 | +231 | New | Q1 2026 | Apr 14, 2026 |
| Field & Main Bank | History | No change | 229 | 25 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Larson Financial Group LLC | History | Added to | 223 | 24 | 0.0% | 0.0% | 480 | +1 | 0.45% | Q1 2026 | May 15, 2026 |
| GoalVest Advisory LLC | History | Reduced | 189 | 20 | 0.0% | 0.03% | 481 | -1,593 | -89.39% | Q1 2026 | Apr 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 170 | 18 | 0.0% | 0.0% | 482 | +155 | 1033.33% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 147 | 16 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 140 | 15 | 0.0% | 0.0% | 484 | +44 | 45.83% | Q1 2026 | Apr 27, 2026 |
| Colonial Trust Co / SC | History | Added to | 119 | 13 | 0.0% | 0.0% | 485 | +88 | 283.87% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 117 | 12 | 0.0% | — | 486 | +117 | New | Q1 2026 | May 14, 2026 |
| 10Elms LLP | History | New | 100 | 11 | 0.01% | — | 490 | +100 | New | Q1 2026 | May 15, 2026 |
| Holos Integrated Wealth LLC | History | New | 100 | 11 | 0.01% | — | 491 | +100 | New | Q1 2026 | Apr 08, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Reduced | 103 | 11 | 0.0% | 0.01% | 489 | -60 | -36.81% | Q1 2026 | Apr 07, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 101 | 11 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 103 | 11 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Atlantic Union Bankshares Corp | History | New | 92 | 10 | 0.0% | — | 493 | +92 | New | Q1 2026 | May 12, 2026 |
| Lodestone Wealth Management LLC | History | No change | 98 | 10 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Mosley Wealth Management | History | New | 100 | 9 | 0.0% | — | 494 | +100 | New | Q1 2026 | Apr 27, 2026 |
| Decker Retirement Planning Inc. | History | New | 67 | 7 | 0.0% | — | 496 | +67 | New | Q1 2026 | Apr 20, 2026 |
| Wiser Advisor Group LLC | History | No change | 70 | 7 | 0.01% | 0.01% | 495 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Davis Capital Management | History | No change | 56 | 6 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 52 | 5 | 0.0% | — | 499 | +52 | New | Q1 2026 | May 07, 2026 |
| Synergy Investment Management, LLC | History | New | 50 | 5 | 0.0% | — | 501 | +50 | New | Q1 2026 | May 14, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 46 | 5 | 0.01% | — | 500 | +46 | New | Q1 2026 | May 04, 2026 |
| Covestor Ltd | History | No change | 46 | 5 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 40 | 4 | 0.0% | 0.0% | 502 | -279 | -87.46% | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 44 | 4 | 0.0% | — | 503 | +44 | New | Q1 2026 | Apr 21, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 41 | 4 | 0.0% | — | 504 | +41 | New | Q1 2026 | Apr 21, 2026 |
| First Command Advisory Services, Inc. | History | New | 34 | 3 | 0.0% | — | 505 | +34 | New | Q1 2026 | May 07, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 22 | 2 | 0.0% | 0.0% | 506 | -201 | -90.13% | Q1 2026 | Apr 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -83,192 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -18,578 | -100.0% | Q1 2026 | May 01, 2026 |
| Arista Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -13,822 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Catalyst Investment Management LLC | History | Closed out | 0 | 0 | — | 1.21% | — | -13,042 | -100.0% | Q1 2026 | Apr 23, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.12% | — | -9,000 | -100.0% | Q1 2026 | May 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -8,551 | -100.0% | Q1 2026 | May 08, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,212 | -100.0% | Q1 2026 | Apr 30, 2026 |
| ACT Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.22% | — | -5,621 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,857 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -3,628 | -100.0% | Q1 2026 | May 15, 2026 |
| Fulcrum Equity Management | History | Closed out | 0 | 0 | — | 0.31% | — | -3,283 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Y.D. More Investments Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -2,625 | -100.0% | Q1 2026 | May 04, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,515 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Saxony Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,315 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Second Half Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,227 | -100.0% | Q1 2026 | May 11, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -482 | -100.0% | Q1 2026 | May 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 9 | 0 | — | 0.01% | — | -282 | -96.91% | Q1 2026 | May 08, 2026 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.01% | — | -89 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | May 11, 2026 |
| MCF Advisors LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |