FIRST TRUST EXCHANGE-TRADED FUND VIII - BUFR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 47,103,344 | 1,590,679 | 0.42% | 0.42% | 1 | +2,481,521 | 5.56% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 13,458,771 | 454,502 | 0.48% | 0.48% | 2 | +598,728 | 4.66% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 9,909,885 | 334,656 | 0.47% | 0.53% | 3 | -1,618,873 | -14.04% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,887,386 | 300,127 | 0.08% | 0.07% | 4 | +1,971,147 | 28.5% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,718,941 | 260,665 | 0.38% | 0.36% | 5 | +534,455 | 7.44% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,073,722 | 205,109 | 0.06% | 0.06% | 6 | +520,005 | 9.36% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 5,487,830 | 185,324 | 0.01% | 0.01% | 7 | +2,032,173 | 58.81% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 5,140,529 | 173,595 | 0.46% | 0.46% | 8 | +176,273 | 3.55% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 4,727,143 | 159,634 | 0.03% | 0.03% | 9 | -70,183 | -1.46% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,289,880 | 111,099 | 0.29% | 0.3% | 10 | +26,968 | 0.83% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 3,271,223 | 110,469 | 0.52% | 0.53% | 11 | -9,664 | -0.29% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,059,294 | 103,939 | 0.21% | 0.17% | 12 | -664,129 | -17.84% | Q1 2026 | Apr 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,011,441 | 101,696 | 0.02% | 0.01% | 13 | +1,708,131 | 131.06% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,002,233 | 101,385 | 0.28% | 0.3% | 14 | -624,646 | -17.22% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,616,292 | 88,352 | 1.36% | 1.72% | 15 | +134,350 | 5.41% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 2,506,065 | 84,629 | 0.32% | 0.45% | 16 | -714,422 | -22.18% | Q1 2026 | Apr 30, 2026 |
| Howard Capital Management Inc. | History | Added to | 2,342,494 | 79,106 | 1.29% | 0.56% | 17 | +1,085,119 | 86.3% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,158,531 | 72,893 | 0.1% | 0.1% | 18 | +41,094 | 1.94% | Q1 2026 | Apr 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 2,001,554 | 67,592 | 0.83% | 0.84% | 19 | +32,781 | 1.67% | Q1 2026 | Apr 20, 2026 |
| Macro Advisors, Inc. | History | New | 1,993,551 | 67,322 | 27.79% | — | 20 | +1,993,551 | New | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 1,666,914 | 56,291 | 1.31% | 1.4% | 21 | -12,749 | -0.76% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,613,612 | 54,491 | 0.43% | 0.39% | 22 | +14,467 | 0.9% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 1,568,092 | 52,954 | 1.96% | 1.85% | 23 | +139,005 | 9.73% | Q1 2026 | May 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 1,461,076 | 49,340 | 3.11% | 3.12% | 24 | -6,585 | -0.45% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 1,429,232 | 48,265 | 0.78% | 0.69% | 25 | +236,376 | 19.82% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 1,282,008 | 43,293 | 0.46% | 0.01% | 26 | +1,275,424 | 19371.57% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,280,580 | 43,245 | 0.11% | 0.09% | 27 | +186,645 | 17.06% | Q1 2026 | Apr 22, 2026 |
| McKinney Capital Management, LLC | History | New | 1,240,917 | 41,905 | 35.99% | — | 28 | +1,240,917 | New | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,229,258 | 41,512 | 0.33% | 0.43% | 29 | +171,034 | 16.16% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,091,040 | 37,379 | 0.24% | 0.24% | 30 | +87,190 | 8.69% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 1,078,068 | 36,406 | 2.59% | 3.15% | 31 | -201,982 | -15.78% | Q1 2026 | May 15, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 1,049,887 | 35,454 | 6.53% | 6.56% | 32 | +34,827 | 3.43% | Q1 2026 | Apr 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 1,029,244 | 34,757 | 3.77% | 4.08% | 33 | -39,597 | -3.7% | Q1 2026 | Apr 24, 2026 |
| Hibernia Wealth Partners, LLC | History | Reduced | 989,332 | 33,409 | 9.88% | 10.5% | 34 | -28,068 | -2.76% | Q1 2026 | May 04, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 943,338 | 31,856 | 2.52% | 3.4% | 35 | -100,761 | -9.65% | Q1 2026 | Apr 16, 2026 |
| Mariner, LLC | History | Added to | 936,326 | 31,619 | 0.04% | 0.04% | 36 | +8,052 | 0.87% | Q1 2026 | May 13, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 912,623 | 30,819 | 1.37% | 1.33% | 37 | +52,514 | 6.11% | Q1 2026 | May 05, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 883,125 | 29,823 | 2.03% | 2.06% | 38 | -11,593 | -1.3% | Q1 2026 | May 06, 2026 |
| Brookstone Capital Management | History | Reduced | 882,232 | 29,792 | 0.34% | 0.39% | 39 | -115,625 | -11.59% | Q1 2026 | Apr 16, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 874,769 | 29,540 | 0.69% | 0.7% | 40 | +33,387 | 3.97% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 843,779 | 28,494 | 0.64% | 0.58% | 41 | +89,483 | 11.86% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 784,849 | 26,504 | 1.18% | 1.16% | 42 | +54,326 | 7.44% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 759,862 | 25,660 | 0.41% | 0.41% | 43 | +27,947 | 3.82% | Q1 2026 | Apr 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 730,987 | 24,685 | 0.13% | 0.14% | 44 | -17,507 | -2.34% | Q1 2026 | May 05, 2026 |
| StoneX Group Inc. | History | Reduced | 729,003 | 24,618 | 1.33% | 1.14% | 45 | -35,025 | -4.58% | Q1 2026 | May 14, 2026 |
| Ignite Planners, LLC | History | Added to | 701,672 | 23,695 | 3.66% | 3.69% | 46 | +3,701 | 0.53% | Q1 2026 | Apr 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 650,750 | 21,975 | 2.32% | 1.95% | 47 | +126,709 | 24.18% | Q1 2026 | May 04, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 637,496 | 21,841 | 5.8% | 5.8% | 48 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 622,088 | 21,007 | 5.77% | 5.65% | 49 | +48,382 | 8.43% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 606,620 | 20,485 | 0.23% | 0.2% | 50 | +86,578 | 16.65% | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | New | 603,047 | 20,364 | 0.0% | — | 51 | +603,047 | New | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 600,657 | 20,284 | 0.37% | 0.47% | 52 | -123,495 | -17.05% | Q1 2026 | Apr 17, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 585,255 | 19,945 | 10.09% | 11.3% | 53 | -5,065 | -0.86% | Q1 2026 | Apr 08, 2026 |
| VestGen Advisors, LLC | History | Reduced | 552,796 | 19,928 | 0.53% | 0.87% | 54 | -40,804 | -6.87% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 582,180 | 19,660 | 0.02% | 0.02% | 55 | +126,967 | 27.89% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 552,911 | 18,671 | 0.82% | 0.86% | 56 | +23,781 | 4.49% | Q1 2026 | Apr 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 547,760 | 18,497 | 0.21% | 0.01% | 57 | +518,700 | 1784.93% | Q1 2026 | May 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 513,571 | 17,343 | 0.32% | 0.32% | 58 | +33,535 | 6.99% | Q1 2026 | May 11, 2026 |
| Cooper Financial Group | History | Added to | 508,888 | 17,185 | 1.74% | 1.76% | 59 | +26,928 | 5.59% | Q1 2026 | Apr 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 496,290 | 16,759 | 0.21% | 0.1% | 60 | +265,755 | 115.28% | Q1 2026 | May 11, 2026 |
| Solano Wealth Investment Advisors LLC | History | Added to | 495,059 | 16,718 | 8.33% | 8.3% | 61 | +6,337 | 1.3% | Q1 2026 | May 15, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 491,555 | 16,599 | 8.52% | 8.18% | 62 | +25,733 | 5.52% | Q1 2026 | May 07, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 490,399 | 16,560 | 10.56% | 10.44% | 63 | +10,641 | 2.22% | Q1 2026 | May 15, 2026 |
| PSI Advisors, LLC | History | Reduced | 481,155 | 16,248 | 3.89% | 4.81% | 64 | -77,347 | -13.85% | Q1 2026 | May 14, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 481,010 | 16,243 | 3.93% | 4.49% | 65 | -14,394 | -2.91% | Q1 2026 | Apr 20, 2026 |
| Tidemark, LLC | History | Added to | 474,516 | 16,024 | 4.07% | 2.78% | 66 | +188,702 | 66.02% | Q1 2026 | May 07, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 473,643 | 15,994 | 0.19% | 0.3% | 67 | -148,513 | -23.87% | Q1 2026 | Apr 23, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 447,505 | 15,112 | 0.24% | 0.28% | 68 | -19,031 | -4.08% | Q1 2026 | May 04, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 437,526 | 14,775 | 0.58% | 0.83% | 69 | +218,742 | 99.98% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 431,922 | 14,586 | 0.91% | 0.7% | 70 | +116,601 | 36.98% | Q1 2026 | Apr 27, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 425,894 | 14,382 | 2.83% | 2.89% | 71 | -6,920 | -1.6% | Q1 2026 | Apr 07, 2026 |
| Cooper Capital Advisors LLC | History | Added to | 420,276 | 14,192 | 9.93% | 8.94% | 72 | +5,667 | 1.37% | Q1 2026 | May 11, 2026 |
| Strategic Blueprint, LLC | History | Added to | 417,291 | 14,091 | 0.82% | 0.83% | 73 | +7,028 | 1.71% | Q1 2026 | Apr 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 415,315 | 14,025 | 0.23% | 0.14% | 74 | +206,911 | 99.28% | Q1 2026 | May 18, 2026 |
| Goldenstone Wealth Management LLC | History | Added to | 412,747 | 13,938 | 10.14% | 9.72% | 75 | +33,327 | 8.78% | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | Reduced | 410,356 | 13,857 | 2.47% | 2.57% | 76 | -1,401 | -0.34% | Q1 2026 | Apr 24, 2026 |
| World Investment Advisors | History | Added to | 403,650 | 13,631 | 0.22% | 0.21% | 77 | +27,454 | 7.3% | Q1 2026 | Apr 27, 2026 |
| Keystone Financial Group | History | Added to | 401,470 | 13,558 | 0.93% | 0.96% | 78 | +22,347 | 5.89% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 399,356 | 13,486 | 0.02% | 0.02% | 79 | +8,774 | 2.25% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,611,177 | 13,286 | 0.62% | 0.34% | 80 | -136,543 | -4.97% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 392,738 | 13,262 | 0.47% | 0.46% | 81 | +8,596 | 2.24% | Q1 2026 | May 06, 2026 |
| Kovack Advisors, Inc. | History | Added to | 388,961 | 13,157 | 0.7% | 0.61% | 82 | +3,152 | 0.82% | Q1 2026 | May 12, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 381,944 | 12,898 | 2.0% | 2.48% | 83 | -73,446 | -16.13% | Q1 2026 | Apr 23, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 378,290 | 12,774 | 0.71% | 1.22% | 84 | -179,153 | -32.14% | Q1 2026 | Apr 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 374,635 | 12,651 | 0.06% | 0.07% | 85 | -7,230 | -1.89% | Q1 2026 | May 08, 2026 |
| Uniting Wealth Partners, LLC | History | New | 372,152 | 12,567 | 2.68% | — | 86 | +372,152 | New | Q1 2026 | Apr 22, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 370,653 | 12,516 | 0.47% | 0.45% | 87 | -24,103 | -6.11% | Q1 2026 | Apr 21, 2026 |
| Capasso Planning Partners LLC | History | No change | 363,625 | 12,457 | 6.82% | 6.82% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 365,973 | 12,358 | 0.68% | 0.69% | 89 | +8,823 | 2.47% | Q1 2026 | Apr 30, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 359,485 | 12,139 | 6.71% | 6.67% | 90 | +5,306 | 1.5% | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | Reduced | 349,728 | 11,810 | 0.33% | 0.33% | 91 | -22,445 | -6.03% | Q1 2026 | May 04, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 347,560 | 11,737 | 0.19% | 0.23% | 92 | -38,127 | -9.89% | Q1 2026 | Apr 22, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 345,296 | 11,660 | 0.33% | 0.31% | 93 | +19,455 | 5.97% | Q1 2026 | May 12, 2026 |
| HighPoint Advisor Group LLC | History | New | 343,501 | 11,600 | 0.49% | — | 94 | +343,501 | New | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 340,439 | 11,496 | 0.11% | 0.13% | 95 | +3,065 | 0.91% | Q1 2026 | May 12, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 335,657 | 11,335 | 2.19% | 2.1% | 96 | -74,398 | -18.14% | Q1 2026 | Apr 29, 2026 |
| AE Wealth Management LLC | History | Added to | 331,898 | 11,208 | 0.06% | 0.06% | 97 | +39,840 | 13.64% | Q1 2026 | May 13, 2026 |
| Schulz Wealth, LTD. | History | No change | 325,189 | 11,140 | 7.14% | 7.14% | 98 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 324,155 | 10,946 | 0.25% | 0.32% | 99 | -53,920 | -14.26% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 316,548 | 10,689 | 0.12% | 0.11% | 100 | +44,706 | 16.45% | Q1 2026 | Apr 20, 2026 |
| Regal Investment Advisors LLC | History | Added to | 315,475 | 10,653 | 0.62% | 0.61% | 101 | +18,932 | 6.38% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 313,972 | 10,602 | 0.64% | 0.36% | 102 | +147,950 | 89.11% | Q1 2026 | Apr 13, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 303,520 | 10,324 | 3.83% | 4.15% | 103 | -16,981 | -5.3% | Q1 2026 | May 01, 2026 |
| Solitude Financial Services | History | Added to | 288,004 | 10,143 | 3.0% | 3.09% | 104 | +14,274 | 5.21% | Q1 2026 | Apr 16, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 300,188 | 10,137 | 5.04% | 5.56% | 105 | +3,692 | 1.25% | Q1 2026 | May 14, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 296,963 | 10,028 | 10.26% | 10.69% | 106 | -2,536 | -0.85% | Q1 2026 | May 14, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 282,571 | 9,593 | 2.66% | 2.85% | 107 | -3,039 | -1.06% | Q1 2026 | Apr 08, 2026 |
| Western Wealth Management, LLC | History | Added to | 279,914 | 9,452 | 0.35% | 0.3% | 108 | +88,701 | 46.39% | Q1 2026 | May 19, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 275,552 | 9,305 | 6.71% | 6.7% | 109 | +8,594 | 3.22% | Q1 2026 | Apr 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 271,958 | 9,184 | 0.67% | 0.59% | 110 | +27,439 | 11.22% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 265,486 | 8,965 | 0.12% | 0.01% | 111 | +241,627 | 1012.73% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 264,029 | 8,916 | 2.25% | 2.56% | 112 | +10,891 | 4.3% | Q1 2026 | May 08, 2026 |
| Seros Financial, LLC | History | Added to | 260,144 | 8,785 | 5.59% | 3.98% | 113 | +62,288 | 31.48% | Q1 2026 | May 05, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 257,552 | 8,697 | 0.6% | 0.67% | 114 | -31,473 | -10.89% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 256,521 | 8,662 | 0.95% | 0.95% | 115 | -6,184 | -2.35% | Q1 2026 | Apr 28, 2026 |
| Opus Financial Solutions LLC | History | Added to | 254,351 | 8,589 | 8.09% | 7.84% | 116 | +11,824 | 4.88% | Q1 2026 | May 08, 2026 |
| Madrona Financial Services, LLC | History | Added to | 245,078 | 8,276 | 1.81% | 1.55% | 117 | +32,651 | 15.37% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 241,917 | 8,169 | 0.06% | 0.05% | 118 | +30,861 | 14.62% | Q1 2026 | May 14, 2026 |
| Gerald Baker Financial Group LLC | History | New | 241,576 | 8,158 | 2.58% | — | 119 | +241,576 | New | Q1 2026 | May 06, 2026 |
| Jacobi Capital Management LLC | History | Added to | 241,086 | 8,141 | 0.45% | 0.42% | 120 | +27,885 | 13.08% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 239,679 | 8,093 | 0.12% | 0.11% | 121 | +23,621 | 10.93% | Q1 2026 | May 13, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 238,861 | 8,066 | 3.54% | 3.73% | 122 | +3,931 | 1.67% | Q1 2026 | Apr 22, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 231,696 | 7,824 | 6.13% | 6.44% | 123 | +9,082 | 4.08% | Q1 2026 | Apr 09, 2026 |
| FreeGulliver LLC | History | Added to | 230,829 | 7,795 | 3.29% | 2.91% | 124 | +375 | 0.16% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 230,081 | 7,769 | 0.12% | — | 125 | +230,081 | New | Q1 2026 | May 15, 2026 |
| Chris Bulman Inc | History | Added to | 229,098 | 7,736 | 3.39% | 3.42% | 126 | +3,618 | 1.6% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | Added to | 228,761 | 7,725 | 0.22% | 0.21% | 127 | +21,830 | 10.55% | Q1 2026 | May 13, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 225,340 | 7,609 | 1.92% | 1.92% | 128 | +27,130 | 13.69% | Q1 2026 | Apr 28, 2026 |
| Sun Financial Inc | History | Added to | 205,629 | 7,445 | 3.73% | 3.71% | 129 | +11,300 | 5.81% | Q1 2026 | May 15, 2026 |
| Family Capital Management, Inc. | History | Reduced | 217,264 | 7,337 | 3.26% | 3.35% | 130 | -2,828 | -1.28% | Q1 2026 | Apr 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 212,358 | 7,166 | 0.04% | 0.03% | 131 | -155 | -0.07% | Q1 2026 | Apr 29, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 201,207 | 6,794 | 0.09% | 0.1% | 132 | -10,904 | -5.14% | Q1 2026 | May 12, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 201,100 | 6,791 | 2.37% | 2.0% | 133 | +39,584 | 24.51% | Q1 2026 | Apr 15, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 194,417 | 6,565 | 4.16% | 4.31% | 134 | -3,056 | -1.55% | Q1 2026 | Apr 20, 2026 |
| Concorde Asset Management, LLC | History | No change | 190,648 | 6,531 | 2.61% | 2.61% | 135 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 193,221 | 6,525 | 3.63% | 3.6% | 136 | +12,484 | 6.91% | Q1 2026 | Apr 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 186,950 | 6,313 | 0.3% | 0.46% | 137 | -103,488 | -35.63% | Q1 2026 | May 18, 2026 |
| Merit Financial Group, LLC | History | Added to | 186,046 | 6,282 | 0.05% | 0.05% | 138 | +2,206 | 1.2% | Q1 2026 | Apr 15, 2026 |
| KPP Advisory Services LLC | History | Added to | 185,744 | 6,272 | 0.91% | 0.82% | 139 | +21,851 | 13.33% | Q1 2026 | Apr 24, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 185,425 | 6,261 | 0.2% | — | 140 | +185,425 | New | Q1 2026 | May 06, 2026 |
| Rubicon Advisors, GP | History | Added to | 184,719 | 6,237 | 5.43% | 4.58% | 141 | +40,125 | 27.75% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 179,513 | 6,062 | 3.01% | 2.73% | 142 | +12,724 | 7.63% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 182,666 | 6,053 | 0.0% | 0.0% | 143 | +28,664 | 18.61% | Q1 2026 | May 13, 2026 |
| HFG Wealth Management, LLC | History | Added to | 174,174 | 5,881 | 3.24% | 3.19% | 144 | +5,135 | 3.04% | Q1 2026 | Apr 22, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 171,415 | 5,788 | 1.38% | 1.27% | 145 | +28,625 | 20.05% | Q1 2026 | May 15, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 171,232 | 5,782 | 2.83% | 2.87% | 146 | -8,724 | -4.85% | Q1 2026 | Apr 08, 2026 |
| Traction Financial Partners, LLC | History | Added to | 170,940 | 5,772 | 3.55% | 0.17% | 147 | +162,589 | 1946.94% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | Reduced | 167,281 | 5,649 | 0.06% | 0.07% | 148 | -20,618 | -10.97% | Q1 2026 | May 11, 2026 |
| Maridea Wealth Management LLC | History | Added to | 167,277 | 5,648 | 0.82% | 0.82% | 149 | +6,959 | 4.34% | Q1 2026 | Apr 21, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 164,854 | 5,647 | 0.26% | 0.26% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 167,138 | 5,644 | 0.06% | 0.08% | 151 | -49,078 | -22.7% | Q1 2026 | May 05, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 166,046 | 5,607 | 2.48% | 2.64% | 152 | -1,477 | -0.88% | Q1 2026 | Apr 27, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 165,701 | 5,595 | 2.34% | 2.2% | 153 | -7,453 | -4.3% | Q1 2026 | May 15, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Added to | 162,108 | 5,474 | 4.24% | 4.31% | 154 | +5,174 | 3.3% | Q1 2026 | Apr 28, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 160,301 | 5,413 | 0.16% | 0.15% | 155 | +12,175 | 8.22% | Q1 2026 | Apr 21, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 159,034 | 5,370 | 0.14% | 0.1% | 156 | +46,933 | 41.87% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 155,330 | 5,245 | 0.11% | 0.09% | 157 | +38,011 | 32.4% | Q1 2026 | Apr 13, 2026 |
| Advisor Resource Council | History | Reduced | 151,609 | 5,119 | 1.66% | 2.02% | 158 | -12,744 | -7.75% | Q1 2026 | May 07, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 149,511 | 5,048 | 0.2% | 0.16% | 159 | +3,096 | 2.11% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 146,424 | 4,969 | 0.05% | 0.05% | 160 | +2,458 | 1.71% | Q1 2026 | Apr 07, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 146,163 | 4,935 | 1.81% | 1.65% | 161 | +13,107 | 9.85% | Q1 2026 | May 08, 2026 |
| Andina Capital Management, LLC | History | Reduced | 145,962 | 4,929 | 4.36% | 3.72% | 162 | -33,566 | -18.7% | Q1 2026 | Apr 17, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 145,515 | 4,914 | 0.3% | 0.25% | 163 | -4,438 | -2.96% | Q1 2026 | Apr 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 144,068 | 4,865 | 0.15% | 0.16% | 164 | -793 | -0.55% | Q1 2026 | Apr 08, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 143,986 | 4,862 | 1.95% | 2.19% | 165 | -19,981 | -12.19% | Q1 2026 | Apr 23, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 141,209 | 4,768 | 0.25% | 0.29% | 166 | -50,698 | -26.42% | Q1 2026 | Apr 28, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 140,427 | 4,742 | 2.67% | 2.68% | 167 | +6,660 | 4.98% | Q1 2026 | Apr 20, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 139,502 | 4,710 | 0.91% | 0.92% | 168 | -1,520 | -1.08% | Q1 2026 | Apr 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 132,073 | 4,460 | 0.01% | 0.0% | 169 | +124,440 | 1630.29% | Q1 2026 | May 15, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 128,432 | 4,337 | 4.58% | 4.46% | 170 | -2,263 | -1.73% | Q1 2026 | May 13, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 127,316 | 4,299 | 1.73% | 1.77% | 171 | +934 | 0.74% | Q1 2026 | Apr 23, 2026 |
| Keystone Wealth Services, LLC | History | New | 126,565 | 4,274 | 0.91% | — | 172 | +126,565 | New | Q1 2026 | May 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 124,732 | 4,212 | 1.09% | 1.18% | 173 | +1,177 | 0.95% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Reduced | 123,599 | 4,173 | 0.0% | 0.0% | 174 | -5,137 | -3.99% | Q1 2026 | May 12, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 123,290 | 4,163 | 0.53% | 0.55% | 175 | -8,655 | -6.56% | Q1 2026 | Apr 07, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 120,317 | 4,063 | 1.0% | 1.92% | 176 | +59,051 | 96.38% | Q1 2026 | May 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 119,597 | 4,038 | 0.43% | 0.43% | 177 | +1,349 | 1.14% | Q1 2026 | Apr 22, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 117,388 | 3,964 | 0.15% | 0.14% | 178 | +8,658 | 7.96% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | Reduced | 116,747 | 3,942 | 0.02% | 0.03% | 179 | -15,828 | -11.94% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 116,680 | 3,940 | 0.02% | 0.01% | 180 | +82,050 | 236.93% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 116,142 | 3,922 | 0.08% | 0.08% | 181 | +1,398 | 1.22% | Q1 2026 | Apr 14, 2026 |
| Wiser Advisor Group LLC | History | Added to | 116,116 | 3,921 | 4.74% | 2.03% | 182 | +64,265 | 123.94% | Q1 2026 | Apr 22, 2026 |
| TSFG, LLC | History | Added to | 114,884 | 3,880 | 0.59% | 0.58% | 183 | +1,286 | 1.13% | Q1 2026 | Apr 27, 2026 |
| Noble Wealth Management PBC | History | Reduced | 114,459 | 3,865 | 1.94% | 2.16% | 184 | -11,179 | -8.9% | Q1 2026 | Apr 02, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 113,388 | 3,826 | 0.02% | 0.02% | 185 | +5,852 | 5.44% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 112,348 | 3,793 | 0.29% | 0.29% | 186 | -402 | -0.36% | Q1 2026 | Apr 08, 2026 |
| Simplicity Wealth,LLC | History | Added to | 109,417 | 3,695 | 0.21% | 0.2% | 187 | +10,432 | 10.54% | Q1 2026 | Apr 30, 2026 |
| Five Pine Wealth Management | History | Reduced | 109,357 | 3,689 | 2.29% | 2.47% | 188 | -2,822 | -2.52% | Q1 2026 | Apr 16, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 107,564 | 3,632 | 0.04% | 0.04% | 189 | +2,624 | 2.5% | Q1 2026 | May 08, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 104,400 | 3,525 | 0.4% | 0.42% | 190 | -6,550 | -5.9% | Q1 2026 | May 04, 2026 |
| NOVEM GROUP | History | Added to | 103,238 | 3,486 | 0.4% | 0.2% | 191 | +53,400 | 107.15% | Q1 2026 | Apr 10, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 96,240 | 3,469 | 0.07% | 0.07% | 192 | +6,723 | 7.51% | Q1 2026 | May 11, 2026 |
| Trilogy Capital Inc. | History | Added to | 101,351 | 3,422 | 0.15% | 0.14% | 193 | +8,142 | 8.74% | Q1 2026 | Apr 21, 2026 |
| Summit Financial, LLC | History | Added to | 101,219 | 3,418 | 0.04% | 0.05% | 194 | +128 | 0.13% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 98,922 | 3,340 | 0.07% | 0.06% | 195 | +14,398 | 17.03% | Q1 2026 | May 01, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 98,500 | 3,326 | 0.27% | 0.26% | 196 | +2,720 | 2.84% | Q1 2026 | May 15, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 96,720 | 3,266 | 0.6% | 0.67% | 197 | -7,009 | -6.76% | Q1 2026 | May 14, 2026 |
| SLT Holdings LLC | History | Reduced | 92,071 | 3,109 | 2.1% | 2.32% | 198 | -13,250 | -12.58% | Q1 2026 | Apr 21, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 91,847 | 3,101 | 0.26% | 0.33% | 199 | -22,593 | -19.74% | Q1 2026 | Apr 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 91,498 | 3,089 | 0.44% | 0.51% | 200 | -9,766 | -9.64% | Q1 2026 | May 13, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 91,376 | 3,085 | 0.34% | — | 201 | +91,376 | New | Q1 2026 | May 11, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 91,202 | 3,079 | 1.34% | 1.28% | 202 | +4,421 | 5.09% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 89,893 | 3,050 | 0.21% | 0.24% | 203 | -12,126 | -11.89% | Q1 2026 | May 01, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 90,246 | 3,047 | 0.89% | 1.06% | 204 | -13,229 | -12.78% | Q1 2026 | Apr 30, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 89,414 | 3,019 | 0.16% | 0.43% | 205 | -149,773 | -62.62% | Q1 2026 | May 15, 2026 |
| Prism Advisors, Inc. | History | Reduced | 89,013 | 3,005 | 0.8% | 0.82% | 206 | -926 | -1.03% | Q1 2026 | Apr 23, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 88,715 | 2,995 | 0.04% | 0.04% | 207 | -2,990 | -3.26% | Q1 2026 | Apr 21, 2026 |
| Falcon Wealth Planning | History | Added to | 88,297 | 2,981 | 0.2% | 0.24% | 208 | +5,547 | 6.7% | Q1 2026 | Apr 20, 2026 |
| Nvest Financial, LLC | History | Reduced | 85,880 | 2,900 | 1.08% | 1.26% | 209 | -2,243 | -2.55% | Q1 2026 | Apr 28, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 85,887 | 2,900 | 0.82% | 0.79% | 210 | +182 | 0.21% | Q1 2026 | Apr 16, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 85,673 | 2,893 | 0.11% | 0.11% | 211 | -4,141 | -4.61% | Q1 2026 | May 11, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 76,219 | 2,724 | 1.14% | 1.32% | 212 | -5,496 | -6.73% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 77,055 | 2,656 | 0.24% | 0.21% | 213 | +8,356 | 12.16% | Q1 2026 | Apr 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 78,433 | 2,649 | 0.02% | 0.03% | 214 | -18,773 | -19.31% | Q1 2026 | Apr 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 78,431 | 2,648 | 0.19% | 0.11% | 215 | +31,316 | 66.47% | Q1 2026 | Apr 20, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 77,131 | 2,604 | 2.26% | 2.26% | 216 | +675 | 0.88% | Q1 2026 | May 07, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 75,434 | 2,547 | 0.36% | 0.36% | 217 | -1,268 | -1.65% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 74,120 | 2,503 | 0.02% | 0.03% | 218 | -50,623 | -40.58% | Q1 2026 | May 13, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 74,114 | 2,502 | 0.26% | 0.28% | 219 | -3,228 | -4.17% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 71,789 | 2,459 | 0.04% | 0.04% | 220 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | Added to | 72,162 | 2,437 | 0.06% | 0.06% | 221 | +14,401 | 24.93% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 70,759 | 2,389 | 0.06% | 0.01% | 222 | +60,726 | 605.26% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 70,745 | 2,389 | 0.16% | 0.17% | 223 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Southland Equity Partners LLC | History | Added to | 69,813 | 2,357 | 0.46% | 0.07% | 224 | +59,608 | 584.11% | Q1 2026 | Apr 14, 2026 |
| Maia Wealth LLC | History | Reduced | 69,302 | 2,340 | 0.4% | 0.41% | 225 | -1,214 | -1.72% | Q1 2026 | May 08, 2026 |
| Integrity Financial Corp /WA | History | Added to | 66,654 | 2,250 | 1.12% | 1.07% | 226 | +4,791 | 7.74% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 65,521 | 2,212 | 0.11% | 0.1% | 227 | +8,054 | 14.01% | Q1 2026 | Apr 23, 2026 |
| Navalign, LLC | History | Reduced | 65,359 | 2,207 | 0.56% | 1.1% | 228 | -64,883 | -49.82% | Q1 2026 | Apr 29, 2026 |
| Skyview Financial Group LLC | History | No change | 64,434 | 2,207 | 2.28% | 2.28% | 229 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Bison Wealth, LLC | History | Reduced | 60,650 | 2,190 | 0.21% | 0.23% | 230 | -1,355 | -2.19% | Q1 2026 | May 15, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 64,547 | 2,179 | 1.23% | 1.25% | 231 | -1,027 | -1.57% | Q1 2026 | Apr 24, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 64,305 | 2,171 | 0.01% | 0.01% | 232 | -2,544 | -3.81% | Q1 2026 | Apr 15, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 63,387 | 2,140 | 0.38% | 0.34% | 233 | +9,601 | 17.85% | Q1 2026 | Apr 22, 2026 |
| SHP Wealth Management | History | Reduced | 63,281 | 2,136 | 0.16% | 0.18% | 235 | -5,180 | -7.57% | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 63,256 | 2,136 | 0.04% | 0.04% | 234 | -753 | -1.18% | Q1 2026 | Apr 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 62,953 | 2,125 | 0.0% | 0.0% | 236 | -13,109 | -17.23% | Q1 2026 | May 15, 2026 |
| Compass Financial Services Inc | History | Added to | 62,850 | 2,122 | 0.92% | 0.0% | 237 | +62,750 | 62750.0% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 62,014 | 2,094 | 0.07% | 0.08% | 239 | -6,241 | -9.14% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Reduced | 62,013 | 2,094 | 0.01% | 0.01% | 238 | -1,276 | -2.02% | Q1 2026 | May 15, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Reduced | 61,838 | 2,088 | 3.35% | 2.4% | 240 | -47,658 | -43.52% | Q1 2026 | Apr 16, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 57,655 | 2,046 | 0.05% | 0.01% | 241 | +49,257 | 586.53% | Q1 2026 | May 04, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 56,138 | 1,994 | 0.04% | — | 242 | +56,138 | New | Q1 2026 | May 01, 2026 |
| Benson Wealth Management INC | History | Added to | 58,004 | 1,958 | 2.68% | 1.22% | 243 | +26,034 | 81.43% | Q1 2026 | May 12, 2026 |
| PKS Advisory Services, LLC | History | Added to | 57,785 | 1,951 | 0.45% | 0.45% | 244 | +79 | 0.14% | Q1 2026 | May 13, 2026 |
| Accel Wealth Management | History | Added to | 57,387 | 1,937 | 0.51% | 0.06% | 245 | +50,936 | 789.58% | Q1 2026 | Apr 08, 2026 |
| Ipsen Advisor Group LLC | History | No change | 55,718 | 1,908 | 1.36% | 1.36% | 246 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 55,207 | 1,891 | 0.55% | 0.55% | 247 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 55,685 | 1,880 | 1.04% | 0.8% | 248 | +13,146 | 30.9% | Q1 2026 | Apr 13, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 54,435 | 1,838 | 0.62% | 0.61% | 249 | +729 | 1.36% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | New | 53,770 | 1,815 | 0.02% | — | 250 | +53,770 | New | Q1 2026 | May 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 50,163 | 1,791 | 0.14% | 0.14% | 251 | +804 | 1.63% | Q1 2026 | May 01, 2026 |
| Apollon Financial, LLC | History | Added to | 52,375 | 1,768 | 0.24% | 0.25% | 252 | +2,790 | 5.63% | Q1 2026 | Apr 22, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 51,663 | 1,744 | 0.13% | 0.12% | 253 | +9,913 | 23.74% | Q1 2026 | Apr 30, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 51,474 | 1,738 | 0.35% | 0.36% | 254 | +2,041 | 4.13% | Q1 2026 | Apr 14, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 51,083 | 1,725 | 0.76% | 0.61% | 255 | +12,247 | 31.54% | Q1 2026 | May 15, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 50,918 | 1,719 | 0.13% | 0.02% | 256 | +42,786 | 526.14% | Q1 2026 | Apr 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 50,288 | 1,698 | 0.09% | 0.09% | 257 | +2,905 | 6.13% | Q1 2026 | Apr 15, 2026 |
| Prostatis Group LLC | History | Reduced | 50,151 | 1,693 | 0.43% | 0.45% | 258 | -4,916 | -8.93% | Q1 2026 | May 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 49,843 | 1,683 | 0.1% | 0.1% | 259 | +2,312 | 4.86% | Q1 2026 | Apr 09, 2026 |
| TrueWealth Advisors, LLC | History | No change | 48,188 | 1,627 | 0.41% | 0.43% | 260 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 48,122 | 1,625 | 0.0% | 0.0% | 261 | +84 | 0.17% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 48,058 | 1,622 | 0.03% | 0.03% | 262 | +1,899 | 4.11% | Q1 2026 | May 14, 2026 |
| Independent Wealth Network Inc. | History | Added to | 47,911 | 1,617 | 0.48% | 0.48% | 263 | +1,576 | 3.4% | Q1 2026 | Apr 20, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 47,735 | 1,612 | 0.17% | 0.16% | 264 | +4,878 | 11.38% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 47,273 | 1,596 | 0.05% | 0.05% | 265 | +1,240 | 2.69% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 46,708 | 1,577 | 0.1% | 0.07% | 266 | +17,899 | 62.13% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 46,671 | 1,576 | 0.23% | 0.22% | 267 | +3,775 | 8.8% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 46,541 | 1,571 | 0.05% | 0.07% | 268 | -9,894 | -17.53% | Q1 2026 | May 15, 2026 |
| Everest Financial Group LLC | History | Added to | 45,692 | 1,543 | 0.25% | 0.15% | 269 | +26,681 | 140.35% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 45,374 | 1,532 | 0.51% | 0.54% | 270 | -2,250 | -4.72% | Q1 2026 | Apr 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 45,160 | 1,525 | 0.0% | 0.0% | 271 | +436 | 0.97% | Q1 2026 | May 14, 2026 |
| Element Wealth, LLC | History | Added to | 44,418 | 1,499 | 0.62% | 0.44% | 272 | +12,958 | 41.19% | Q1 2026 | May 04, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 44,233 | 1,493 | 0.16% | 0.2% | 273 | -880 | -1.95% | Q1 2026 | Apr 23, 2026 |
| Tempo Wealth, LLC | History | Reduced | 43,562 | 1,471 | 0.26% | 0.32% | 274 | -8,556 | -16.42% | Q1 2026 | May 14, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 43,305 | 1,462 | 0.56% | 0.53% | 275 | +3,872 | 9.82% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | Added to | 43,213 | 1,459 | 0.05% | 0.05% | 276 | +1,450 | 3.47% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | Added to | 42,923 | 1,449 | 0.11% | 0.11% | 277 | +22,990 | 115.34% | Q1 2026 | Apr 28, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 42,744 | 1,443 | 1.03% | 1.08% | 278 | +485 | 1.15% | Q1 2026 | May 19, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 42,627 | 1,439 | 0.45% | 0.08% | 279 | +35,134 | 468.89% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 42,601 | 1,438 | 0.06% | 0.07% | 280 | -7,826 | -15.52% | Q1 2026 | May 08, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 42,145 | 1,423 | 0.45% | 0.55% | 281 | -9,142 | -17.83% | Q1 2026 | Apr 15, 2026 |
| Balboa Wealth Partners | History | Reduced | 42,049 | 1,419 | 0.24% | 0.24% | 282 | -869 | -2.02% | Q1 2026 | Apr 16, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 41,977 | 1,417 | 0.07% | 0.07% | 283 | -2,352 | -5.31% | Q1 2026 | Apr 28, 2026 |
| TCFG Investment Advisors, LLC | History | New | 41,722 | 1,408 | 0.53% | — | 285 | +41,722 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 41,722 | 1,408 | 0.53% | 0.57% | 284 | -842 | -1.98% | Q1 2026 | Apr 23, 2026 |
| Forge Financial Services LLC | History | Added to | 41,107 | 1,388 | 0.14% | 0.59% | 286 | +667 | 1.65% | Q1 2026 | May 08, 2026 |
| Clark Wealth Partners | History | Reduced | 41,096 | 1,387 | 0.93% | 1.17% | 287 | -14,879 | -26.58% | Q1 2026 | May 11, 2026 |
| Leo Wealth, LLC | History | Added to | 40,343 | 1,362 | 0.1% | 0.07% | 288 | +13,427 | 49.88% | Q1 2026 | May 05, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 39,697 | 1,340 | 0.68% | 0.53% | 289 | +9,680 | 32.25% | Q1 2026 | May 15, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 39,668 | 1,339 | 0.82% | 0.95% | 290 | -1,257 | -3.07% | Q1 2026 | May 05, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 39,558 | 1,335 | 0.91% | 0.83% | 291 | +3,882 | 10.88% | Q1 2026 | Apr 23, 2026 |
| Brooklyn Investment Group | History | Reduced | 39,286 | 1,326 | 0.04% | 0.08% | 292 | -13,531 | -25.62% | Q1 2026 | Apr 29, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 39,126 | 1,321 | 0.1% | 0.34% | 293 | -96,528 | -71.16% | Q1 2026 | May 04, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 39,077 | 1,319 | 0.76% | 0.8% | 294 | +1,372 | 3.64% | Q1 2026 | Apr 22, 2026 |
| LVZ, Inc. | History | Added to | 39,051 | 1,318 | 0.15% | 0.11% | 295 | +10,979 | 39.11% | Q1 2026 | Apr 28, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 38,936 | 1,314 | 0.09% | 0.09% | 296 | -1,085 | -2.71% | Q1 2026 | May 21, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 38,884 | 1,313 | 0.65% | 0.36% | 297 | +904 | 2.38% | Q1 2026 | Apr 20, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 38,698 | 1,306 | 0.07% | 0.07% | 298 | +20,482 | 112.44% | Q1 2026 | Apr 22, 2026 |
| Elevation Wealth Management LLC | History | Added to | 38,494 | 1,299 | 1.19% | 1.16% | 299 | +3,079 | 8.69% | Q1 2026 | May 11, 2026 |
| Wagner Wealth Management, LLC | History | No change | 38,063 | 1,285 | 0.26% | 0.28% | 300 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 37,599 | 1,269 | 0.64% | 0.64% | 301 | +2,775 | 7.97% | Q1 2026 | May 15, 2026 |
| Claris Financial LLC | History | Added to | 37,456 | 1,264 | 0.69% | 0.64% | 302 | +2,591 | 7.43% | Q1 2026 | May 18, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 37,219 | 1,256 | 0.18% | 0.21% | 303 | -194 | -0.52% | Q1 2026 | May 08, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 36,969 | 1,248 | 0.1% | 0.2% | 304 | -35,277 | -48.83% | Q1 2026 | Apr 22, 2026 |
| Essex Financial Services, Inc. | History | Added to | 35,980 | 1,215 | 0.07% | 0.07% | 305 | +150 | 0.42% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 35,343 | 1,193 | 0.0% | — | 306 | +35,343 | New | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 35,251 | 1,190 | 0.01% | 0.03% | 307 | -30,488 | -46.38% | Q1 2026 | Apr 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 35,087 | 1,184 | 0.02% | 0.02% | 308 | +4,414 | 14.39% | Q1 2026 | Apr 15, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 34,391 | 1,161 | 0.41% | 0.24% | 309 | +161 | 0.47% | Q1 2026 | May 13, 2026 |
| Inspire Advisors, LLC | History | Added to | 34,228 | 1,155 | 0.09% | 0.05% | 310 | +18,121 | 112.5% | Q1 2026 | May 15, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 34,070 | 1,150 | 0.7% | 1.6% | 311 | -46,846 | -57.89% | Q1 2026 | Apr 15, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 34,033 | 1,149 | 0.79% | 0.86% | 312 | +123 | 0.36% | Q1 2026 | Apr 15, 2026 |
| Richmond Investment Services, LLC | History | Added to | 33,858 | 1,143 | 0.18% | 0.12% | 313 | +13,428 | 65.73% | Q1 2026 | Apr 29, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 33,750 | 1,139 | 0.59% | 0.74% | 314 | +91 | 0.27% | Q1 2026 | Apr 30, 2026 |
| OneAscent Financial Services LLC | History | Added to | 33,636 | 1,135 | 0.06% | 0.1% | 315 | +2,664 | 8.6% | Q1 2026 | Apr 21, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 33,518 | 1,131 | 0.22% | 0.39% | 316 | -21,067 | -38.59% | Q1 2026 | May 15, 2026 |
| Echo Wealth Management, LLC | History | Added to | 32,808 | 1,107 | 0.64% | 0.53% | 317 | +6,317 | 23.85% | Q1 2026 | Apr 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 32,698 | 1,104 | 0.0% | 0.0% | 318 | +23,745 | 265.22% | Q1 2026 | May 15, 2026 |
| Castleview Partners, LLC | History | Added to | 32,663 | 1,103 | 0.57% | 0.29% | 319 | +15,301 | 88.13% | Q1 2026 | May 01, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 32,518 | 1,098 | 0.44% | 0.46% | 320 | -73 | -0.22% | Q1 2026 | Apr 21, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 32,424 | 1,094 | 0.34% | 0.34% | 321 | +1,028 | 3.27% | Q1 2026 | May 14, 2026 |
| Synergy Financial Group, LTD | History | Added to | 32,372 | 1,093 | 0.82% | 0.77% | 322 | +539 | 1.69% | Q1 2026 | May 14, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 32,256 | 1,089 | 0.22% | 0.16% | 324 | +11,005 | 51.79% | Q1 2026 | May 01, 2026 |
| PFG Advisors | History | Reduced | 32,255 | 1,089 | 0.05% | 0.07% | 323 | -7,836 | -19.55% | Q1 2026 | May 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 32,066 | 1,082 | 0.03% | 0.02% | 325 | +2,537 | 8.59% | Q1 2026 | May 11, 2026 |
| NWAM LLC | History | Added to | 31,567 | 1,066 | 0.06% | 0.06% | 326 | +987 | 3.23% | Q1 2026 | May 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 31,066 | 1,064 | 0.08% | 0.08% | 327 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | No change | 30,336 | 1,039 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 30,005 | 1,013 | 0.08% | 0.08% | 329 | -1,824 | -5.73% | Q1 2026 | Apr 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 28,325 | 956 | 0.03% | 0.01% | 330 | +18,991 | 203.46% | Q1 2026 | Apr 09, 2026 |
| Wealth Group Ltd | History | Added to | 27,467 | 927 | 0.21% | 0.19% | 331 | +3,029 | 12.39% | Q1 2026 | Apr 10, 2026 |
| Belpointe Asset Management LLC | History | Added to | 27,400 | 925 | 0.03% | 0.02% | 332 | +10,516 | 62.28% | Q1 2026 | Apr 28, 2026 |
| Ancora Advisors LLC | History | Added to | 27,189 | 918 | 0.02% | 0.02% | 333 | +189 | 0.7% | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | Reduced | 26,609 | 898 | 0.11% | 0.13% | 334 | -1,380 | -4.93% | Q1 2026 | Apr 21, 2026 |
| Worth Asset Management, LLC | History | Added to | 26,452 | 893 | 0.33% | 0.37% | 335 | +870 | 3.4% | Q1 2026 | Apr 17, 2026 |
| Private Advisory Group LLC | History | Reduced | 25,919 | 875 | 0.06% | 0.09% | 336 | -7,190 | -21.72% | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 25,791 | 870 | 0.0% | 0.0% | 337 | -3,986 | -13.39% | Q1 2026 | May 13, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 25,604 | 864 | 0.38% | 0.38% | 338 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 25,444 | 859 | 0.27% | 0.23% | 339 | +4,291 | 20.29% | Q1 2026 | May 13, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 25,185 | 850 | 0.55% | 0.57% | 340 | -585 | -2.27% | Q1 2026 | Apr 24, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 24,940 | 842 | 0.03% | 0.02% | 341 | +10,669 | 74.76% | Q1 2026 | May 14, 2026 |
| Encompass More Asset Management | History | Reduced | 24,662 | 832 | 0.14% | 1.17% | 342 | -160,273 | -86.66% | Q1 2026 | Apr 28, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 24,531 | 828 | 0.13% | 0.17% | 343 | -2,467 | -9.14% | Q1 2026 | Apr 17, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 24,511 | 827 | 0.26% | 0.26% | 344 | -194 | -0.79% | Q1 2026 | May 19, 2026 |
| Purewater Capital LLC | History | New | 24,212 | 817 | 0.78% | — | 345 | +24,212 | New | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 23,473 | 815 | 0.05% | 0.04% | 346 | +5,283 | 29.04% | Q1 2026 | Apr 17, 2026 |
| Drake & Associates, LLC | History | Reduced | 23,937 | 808 | 0.15% | 0.17% | 347 | -531 | -2.17% | Q1 2026 | May 13, 2026 |
| FSA Advisors, Inc. | History | Reduced | 23,737 | 801 | 0.53% | 0.58% | 348 | -11,724 | -33.06% | Q1 2026 | May 06, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 23,100 | 780 | 0.51% | 0.47% | 349 | +2,631 | 12.85% | Q1 2026 | May 13, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 22,854 | 771 | 0.25% | 0.28% | 350 | -557 | -2.38% | Q1 2026 | May 14, 2026 |
| Sonoma Private Wealth LLC | History | Reduced | 22,334 | 754 | 0.93% | 1.34% | 351 | -10,068 | -31.07% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 22,262 | 751 | 0.03% | 0.03% | 352 | -1,461 | -6.16% | Q1 2026 | Apr 20, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 22,178 | 748 | 0.2% | 0.17% | 353 | +4,062 | 22.42% | Q1 2026 | Apr 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 22,100 | 746 | 0.0% | — | 354 | +22,100 | New | Q1 2026 | May 14, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 22,044 | 744 | 0.4% | 0.39% | 355 | +1,542 | 7.52% | Q1 2026 | Apr 24, 2026 |
| Michels Family Financial, LLC | History | No change | 21,900 | 739 | 0.53% | 0.55% | 356 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HB Wealth Management, LLC | History | No change | 21,125 | 713 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Added to | 20,945 | 707 | 0.0% | 0.0% | 358 | +2,572 | 14.0% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 20,908 | 706 | 0.02% | 0.02% | 359 | +1,795 | 9.39% | Q1 2026 | May 11, 2026 |
| Advisory Resource Group | History | Added to | 20,845 | 703 | 0.12% | 0.08% | 360 | +7,002 | 50.58% | Q1 2026 | May 15, 2026 |
| EdgeRock Capital LLC | History | No change | 20,510 | 692 | 0.19% | 0.19% | 361 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Concentrum Wealth Management | History | Reduced | 19,949 | 673 | 0.2% | 0.2% | 362 | -1,219 | -5.76% | Q1 2026 | May 04, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 19,857 | 670 | 0.3% | 0.15% | 364 | +11,653 | 142.04% | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | Added to | 19,842 | 670 | 0.0% | 0.0% | 363 | +754 | 3.95% | Q1 2026 | May 06, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 19,627 | 662 | 0.0% | 0.0% | 365 | -504 | -2.5% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 19,970 | 661 | 0.04% | 0.2% | 366 | -104,975 | -84.02% | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | Added to | 19,586 | 661 | 0.02% | 0.02% | 367 | +38 | 0.19% | Q1 2026 | Apr 22, 2026 |
| Waverly Advisors, LLC | History | Added to | 19,485 | 658 | 0.0% | 0.01% | 368 | +712 | 3.79% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 19,195 | 648 | 0.02% | 0.02% | 369 | +661 | 3.57% | Q1 2026 | Apr 15, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 18,453 | 623 | 0.4% | 0.41% | 370 | +35 | 0.19% | Q1 2026 | May 08, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 18,307 | 618 | 0.04% | 0.03% | 371 | +3,186 | 21.07% | Q1 2026 | May 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 17,716 | 606 | 0.52% | 0.52% | 372 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 17,801 | 601 | 0.12% | 0.14% | 373 | -2,001 | -10.11% | Q1 2026 | Apr 20, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 17,758 | 599 | 0.04% | 0.04% | 374 | -1 | -0.01% | Q1 2026 | Apr 27, 2026 |
| M Holdings Securities, Inc. | History | No change | 17,000 | 574 | 0.04% | 0.04% | 375 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MBL Wealth, LLC | History | No change | 17,000 | 574 | 0.04% | 0.05% | 376 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 16,800 | 567 | 0.01% | 0.0% | 377 | +14,201 | 546.4% | Q1 2026 | May 07, 2026 |
| Nicholson Wealth Management Group, LLC | History | Reduced | 16,608 | 560 | 0.33% | 0.34% | 378 | -334 | -1.97% | Q1 2026 | May 04, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 16,562 | 559 | 0.36% | 0.37% | 379 | +493 | 3.07% | Q1 2026 | Apr 10, 2026 |
| Signature Equity Partners, LLC | History | Added to | 16,526 | 558 | 0.3% | 0.25% | 380 | +3,400 | 25.9% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 16,580 | 550 | 0.0% | 0.0% | 381 | +15,648 | 1678.97% | Q1 2026 | May 15, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 16,235 | 548 | 0.05% | — | 382 | +16,235 | New | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Reduced | 16,080 | 543 | 0.0% | 0.0% | 383 | -974 | -5.71% | Q1 2026 | May 14, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 16,048 | 541 | 0.02% | 0.02% | 384 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 15,509 | 523 | 0.05% | 0.06% | 386 | -489 | -3.06% | Q1 2026 | May 12, 2026 |
| Clarus Group, Inc. | History | No change | 15,505 | 523 | 0.19% | 0.19% | 385 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 15,469 | 522 | 0.0% | 0.0% | 387 | +14,840 | 2359.3% | Q1 2026 | May 01, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 15,259 | 515 | 0.19% | 0.18% | 388 | -500 | -3.17% | Q1 2026 | May 12, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 15,033 | 515 | 0.54% | 0.54% | 389 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 15,050 | 508 | 0.38% | 0.28% | 390 | +3,500 | 30.3% | Q1 2026 | Apr 17, 2026 |
| Arlington Capital Management, Inc. | History | New | 14,977 | 505 | 0.28% | — | 391 | +14,977 | New | Q1 2026 | May 01, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 14,879 | 502 | 0.1% | 0.13% | 392 | -3,871 | -20.65% | Q1 2026 | Apr 20, 2026 |
| COMERICA BANK | History | No change | 14,605 | 500 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 14,792 | 499 | 0.15% | 0.15% | 394 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Vista Cima Wealth Management LLC | History | No change | 14,623 | 493 | 0.49% | 0.42% | 395 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Lifeworks Advisors, LLC | History | No change | 14,163 | 478 | 0.06% | 0.06% | 396 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 13,680 | 461 | 0.03% | 0.03% | 397 | -10 | -0.07% | Q1 2026 | May 20, 2026 |
| WINNOW WEALTH LLC | History | New | 13,608 | 459 | 0.35% | — | 398 | +13,608 | New | Q1 2026 | May 19, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 13,555 | 457 | 0.03% | 0.03% | 399 | +432 | 3.29% | Q1 2026 | May 12, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 13,500 | 455 | 0.11% | 0.11% | 400 | +3,500 | 35.0% | Q1 2026 | May 15, 2026 |
| Atlas Private Wealth Advisors | History | No change | 13,028 | 439 | 0.1% | 0.1% | 401 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 12,993 | 438 | 0.41% | 0.37% | 402 | +811 | 6.66% | Q1 2026 | Apr 07, 2026 |
| EWA, LLC | History | No change | 12,898 | 435 | 0.1% | 0.11% | 403 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HCR Wealth Advisors | History | Added to | 12,699 | 428 | 0.04% | 0.04% | 404 | +952 | 8.1% | Q1 2026 | Apr 21, 2026 |
| SimpliFi, Inc. | History | No change | 12,341 | 416 | 0.17% | 0.18% | 405 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 12,289 | 415 | 0.24% | 0.2% | 406 | -200 | -1.6% | Q1 2026 | May 04, 2026 |
| Kilter Group LLC | History | Added to | 12,089 | 408 | 0.18% | 0.16% | 407 | +1,269 | 11.73% | Q1 2026 | May 14, 2026 |
| Fermata Advisors, LLC | History | Added to | 11,528 | 389 | 0.09% | 0.09% | 408 | +49 | 0.43% | Q1 2026 | Apr 08, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 11,347 | 383 | 0.33% | — | 410 | +11,347 | New | Q1 2026 | Apr 13, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 11,183 | 383 | 0.13% | 0.13% | 409 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| May Hill Capital, LLC | History | Added to | 11,249 | 379 | 0.1% | 0.08% | 411 | +2,891 | 34.59% | Q1 2026 | May 06, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 10,945 | 369 | 0.05% | 0.0% | 412 | +10,752 | 5570.98% | Q1 2026 | May 18, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 10,794 | 364 | 0.03% | 0.03% | 413 | -89 | -0.82% | Q1 2026 | May 05, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 10,569 | 356 | 0.08% | 0.05% | 414 | +3,980 | 60.4% | Q1 2026 | Apr 15, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 10,521 | 355 | 0.04% | 0.05% | 415 | -677 | -6.05% | Q1 2026 | May 04, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 10,267 | 346 | 0.04% | 0.04% | 416 | +433 | 4.4% | Q1 2026 | Apr 15, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Reduced | 10,137 | 342 | 0.15% | 0.17% | 417 | -433 | -4.1% | Q1 2026 | Apr 13, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 10,061 | 339 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Carnegie Investment Counsel | History | No change | 9,939 | 335 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 9,794 | 330 | 0.02% | 0.02% | 420 | +1,833 | 23.02% | Q1 2026 | Apr 17, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 9,706 | 327 | 0.06% | 0.12% | 421 | -9,705 | -50.0% | Q1 2026 | Apr 30, 2026 |
| Canal Capital Management, LLC | History | No change | 9,668 | 326 | 0.04% | 0.05% | 422 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Advisory Alpha, LLC | History | New | 9,602 | 324 | 0.01% | — | 423 | +9,602 | New | Q1 2026 | May 14, 2026 |
| ALERUS FINANCIAL NA | History | New | 9,548 | 322 | 0.02% | — | 424 | +9,548 | New | Q1 2026 | May 12, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 9,486 | 320 | 0.2% | 0.3% | 425 | -3,355 | -26.13% | Q1 2026 | Apr 23, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | No change | 9,488 | 320 | 0.24% | 0.25% | 426 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 13,343 | 313 | 0.06% | 0.08% | 427 | -1,128 | -7.79% | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | Added to | 9,137 | 308 | 0.09% | 0.06% | 428 | +2,545 | 38.61% | Q1 2026 | May 01, 2026 |
| Wealth Management Associates, Inc. | History | New | 9,062 | 306 | 0.11% | — | 429 | +9,062 | New | Q1 2026 | May 13, 2026 |
| RDA Financial Network | History | Reduced | 9,034 | 305 | 0.08% | 0.08% | 430 | -799 | -8.13% | Q1 2026 | Apr 08, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 8,970 | 303 | 0.18% | 0.15% | 431 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 8,850 | 298 | 0.07% | 0.07% | 432 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 8,782 | 296 | 0.07% | — | 435 | +8,782 | New | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 8,788 | 296 | 0.0% | 0.0% | 433 | +538 | 6.52% | Q1 2026 | May 15, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 8,935 | 296 | 0.1% | 0.1% | 434 | -135 | -1.49% | Q1 2026 | Apr 27, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 8,702 | 293 | 0.09% | 0.1% | 436 | -187 | -2.1% | Q1 2026 | Apr 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 8,663 | 292 | 0.03% | 0.05% | 437 | -1,016 | -10.5% | Q1 2026 | May 15, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 8,592 | 291 | 0.06% | 0.06% | 438 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Catalina Capital Group, LLC | History | Added to | 8,615 | 290 | 0.17% | 0.17% | 439 | +600 | 7.49% | Q1 2026 | Apr 23, 2026 |
| Vantus Wealth LLC | History | No change | 8,195 | 280 | 0.21% | 0.21% | 440 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GDS Wealth Management | History | New | 8,175 | 276 | 0.02% | — | 441 | +8,175 | New | Q1 2026 | Apr 27, 2026 |
| Lifestyle Asset Management, Inc. | History | Reduced | 8,171 | 275 | 0.09% | 3.61% | 442 | -315,999 | -97.48% | Q1 2026 | Apr 10, 2026 |
| GSG Advisors LLC | History | No change | 8,146 | 275 | 0.07% | 0.07% | 443 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 8,052 | 271 | 0.18% | 0.18% | 444 | +167 | 2.12% | Q1 2026 | May 20, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 7,992 | 269 | 0.03% | — | 445 | +7,992 | New | Q1 2026 | Apr 27, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 7,904 | 266 | 0.14% | 0.09% | 446 | +1,840 | 30.34% | Q1 2026 | May 15, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 7,778 | 266 | 0.04% | 0.04% | 447 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| TKG Advisors, LLC | History | No change | 7,792 | 263 | 0.11% | 0.11% | 448 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Fortis Capital Advisors, LLC | History | New | 7,602 | 256 | 0.03% | — | 449 | +7,602 | New | Q1 2026 | Apr 28, 2026 |
| Retirement Management Systems Inc. | History | Reduced | 7,435 | 251 | 0.06% | 0.11% | 450 | -5,097 | -40.67% | Q1 2026 | Apr 14, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 7,341 | 247 | 0.09% | 0.09% | 451 | -150 | -2.0% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Added to | 7,248 | 245 | 0.05% | 0.05% | 452 | +2,532 | 53.69% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,216 | 243 | 0.0% | 0.0% | 453 | +3,299 | 84.22% | Q1 2026 | May 07, 2026 |
| MTM Investment Management, LLC | History | Added to | 7,150 | 241 | 0.08% | 0.03% | 454 | +4,150 | 138.33% | Q1 2026 | May 06, 2026 |
| Carter Financial, LLC | History | No change | 7,017 | 236 | 0.21% | 0.21% | 455 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 6,850 | 231 | 0.14% | 0.14% | 456 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 6,497 | 225 | 0.03% | 0.03% | 457 | +6 | 0.09% | Q1 2026 | Apr 22, 2026 |
| Virtus Wealth Solutions LLC | History | No change | 6,594 | 222 | 0.04% | 0.04% | 458 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 6,460 | 218 | 0.0% | — | 459 | +6,460 | New | Q1 2026 | May 01, 2026 |
| Gibbs Wealth Management | History | New | 6,376 | 215 | 0.03% | — | 461 | +6,376 | New | Q1 2026 | May 13, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 6,382 | 215 | 0.06% | 0.06% | 460 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Confluence Wealth Services, Inc. | History | New | 6,284 | 212 | 0.01% | — | 463 | +6,284 | New | Q1 2026 | May 07, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 6,000 | 212 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 6,034 | 207 | 0.15% | 0.14% | 464 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sequent Planning LLC | History | Reduced | 6,122 | 206 | 0.05% | 0.08% | 465 | -2,675 | -30.41% | Q1 2026 | Apr 21, 2026 |
| IFG Advisory, LLC | History | Reduced | 6,100 | 205 | 0.59% | 0.77% | 466 | -510,342 | -98.82% | Q1 2026 | May 12, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 6,093 | 205 | 0.06% | — | 467 | +6,093 | New | Q1 2026 | Apr 06, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 5,991 | 202 | 0.08% | 0.08% | 469 | -1,126 | -15.82% | Q1 2026 | May 11, 2026 |
| Well Done, LLC | History | No change | 6,000 | 202 | 0.03% | 0.03% | 468 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Bravera Wealth | History | No change | 5,175 | 174 | 0.08% | 0.09% | 470 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BOKF, NA | History | No change | 5,000 | 168 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TD Capital Management LLC | History | No change | 4,365 | 147 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 4,349 | 146 | 0.04% | 0.04% | 473 | -129 | -2.88% | Q1 2026 | Apr 22, 2026 |
| Atlantic Union Bankshares Corp | History | New | 3,392 | 114 | 0.0% | — | 474 | +3,392 | New | Q1 2026 | May 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 3,336 | 112 | 0.01% | — | 475 | +3,336 | New | Q1 2026 | May 08, 2026 |
| Avion Wealth | History | No change | 3,186 | 107 | 0.02% | 0.02% | 476 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| 10Elms LLP | History | New | 2,924 | 98 | 0.06% | — | 477 | +2,924 | New | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,762 | 94 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Private Wealth Asset Management, LLC | History | New | 2,414 | 81 | 0.01% | — | 479 | +2,414 | New | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,235 | 75 | 0.0% | 0.0% | 480 | +807 | 56.51% | Q1 2026 | May 13, 2026 |
| GoalVest Advisory LLC | History | Added to | 2,146 | 72 | 0.01% | 0.01% | 481 | +479 | 28.73% | Q1 2026 | Apr 13, 2026 |
| Scarborough Advisors, LLC | History | No change | 2,105 | 71 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 2,000 | 67 | 0.04% | 0.04% | 484 | -146 | -6.8% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,984 | 67 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,983 | 65 | 0.0% | 0.0% | 485 | -608 | -23.47% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 1,661 | 56 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,646 | 55 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,497 | 50 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,460 | 49 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 1,225 | 41 | 0.03% | — | 490 | +1,225 | New | Q1 2026 | Apr 21, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,118 | 37 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sound Income Strategies, LLC | History | No change | 919 | 31 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bank of New Hampshire | History | New | 870 | 29 | 0.01% | — | 494 | +870 | New | Q1 2026 | Apr 13, 2026 |
| Bernard Wealth Management Corp. | History | No change | 873 | 29 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 753 | 25 | 0.02% | — | 495 | +753 | New | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 700 | 24 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 548 | 18 | 0.01% | — | 498 | +548 | New | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 545 | 18 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 510 | 17 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GHP Investment Advisors, Inc. | History | New | 488 | 16 | 0.0% | — | 500 | +488 | New | Q1 2026 | Apr 21, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 440 | 14 | 0.01% | 0.01% | 501 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sunrise Financial Services, LLC | History | No change | 420 | 14 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Financial Connections Group, Inc. | History | No change | 408 | 13 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 292 | 9 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 235 | 7 | 0.0% | — | 508 | +235 | New | Q1 2026 | May 06, 2026 |
| Covestor Ltd | History | New | 202 | 7 | 0.0% | — | 507 | +202 | New | Q1 2026 | May 05, 2026 |
| Strive Financial Group ,LLC | History | Added to | 203 | 7 | 0.0% | 0.0% | 506 | +119 | 141.67% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | No change | 212 | 7 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Security National Bank | History | New | 107 | 3 | 0.0% | — | 510 | +107 | New | Q1 2026 | Apr 16, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 98 | 3 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | New | 50 | 1 | 0.0% | — | 512 | +50 | New | Q1 2026 | May 11, 2026 |
| VANGUARD ADVISERS INC | History | New | 49 | 1 | 0.0% | — | 513 | +49 | New | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 51 | 1 | 0.0% | 0.0% | 511 | +5 | 10.87% | Q1 2026 | Apr 27, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 2.98% | — | -879,894 | -100.0% | Q1 2026 | May 15, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 5.3% | — | -266,500 | -100.0% | Q1 2026 | May 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -98,344 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -63,096 | -100.0% | Q1 2026 | May 01, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -58,356 | -100.0% | Q1 2026 | Apr 20, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -43,643 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -30,418 | -100.0% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,054 | -100.0% | Q1 2026 | May 12, 2026 |
| CacheTech Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -25,497 | -100.0% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -22,944 | -100.0% | Q1 2026 | May 01, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,154 | -100.0% | Q1 2026 | May 05, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -17,625 | -100.0% | Q1 2026 | Apr 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,633 | -100.0% | Q1 2026 | Apr 29, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.02% | — | -11,365 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -9,815 | -100.0% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,687 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,660 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,537 | -100.0% | Q1 2026 | May 04, 2026 |
| Boyer Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -5,913 | -100.0% | Q1 2026 | Apr 10, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -5,629 | -100.0% | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,439 | -100.0% | Q1 2026 | Apr 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,787 | -100.0% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,418 | -100.0% | Q1 2026 | May 05, 2026 |
| Midwest Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,198 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -749 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Morling Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -700 | -100.0% | Q1 2026 | May 06, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -659 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -575 | -100.0% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | Apr 06, 2026 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -348 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q1 2026 | May 06, 2026 |