Amplify ETF Trust - DIVO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 17,263,349 | 774,261 | 0.24% | 0.22% | 1 | +1,677,339 | 10.76% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 8,187,536 | 367,210 | 0.1% | 0.09% | 2 | +739,757 | 9.93% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 3,513,601 | 157,585 | 0.01% | 0.01% | 3 | +584,242 | 19.94% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,339,722 | 149,786 | 0.04% | 0.04% | 4 | +445,229 | 15.38% | Q1 2026 | May 04, 2026 |
| Retirement Planning Group, LLC | History | Added to | 3,180,704 | 142,654 | 4.42% | 4.23% | 5 | +287,226 | 9.93% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,152,911 | 96,557 | 0.1% | 0.1% | 6 | +16,670 | 0.78% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,940,940 | 86,487 | 0.18% | 0.17% | 7 | -802,965 | -29.26% | Q1 2026 | Apr 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,779,901 | 79,829 | 0.01% | 0.01% | 8 | +78,498 | 4.61% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,734,305 | 77,783 | 0.01% | 0.01% | 9 | +223,976 | 14.83% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,398,029 | 62,701 | 0.08% | 0.08% | 10 | +54,692 | 4.07% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,298,400 | 58,233 | 0.01% | 0.01% | 11 | +303,421 | 30.5% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,270,502 | 56,986 | 0.08% | 0.06% | 12 | +331,828 | 35.35% | Q1 2026 | May 15, 2026 |
| CPC Advisors, LLC | History | Added to | 1,225,470 | 54,962 | 8.91% | 2.76% | 13 | +610,117 | 99.15% | Q1 2026 | Apr 16, 2026 |
| Reliant Wealth Planning | History | Added to | 1,058,336 | 47,466 | 14.35% | 14.15% | 14 | +40,616 | 3.99% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,057,026 | 47,407 | 0.05% | 0.05% | 15 | +109,008 | 11.5% | Q1 2026 | May 13, 2026 |
| MBL Wealth, LLC | History | Added to | 981,793 | 44,033 | 3.33% | 3.36% | 16 | +40,241 | 4.27% | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 903,451 | 40,519 | 0.04% | 0.03% | 17 | +90,200 | 11.09% | Q1 2026 | May 12, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 870,390 | 39,037 | 11.54% | 11.26% | 18 | +30,122 | 3.58% | Q1 2026 | May 04, 2026 |
| Stratos Investment Management, LLC | History | Added to | 721,224 | 32,346 | 1.3% | 1.24% | 19 | +26,548 | 3.82% | Q1 2026 | Apr 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 710,559 | 31,868 | 0.18% | 0.19% | 20 | -43,298 | -5.74% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 660,102 | 29,605 | 0.14% | 0.14% | 21 | -2,127 | -0.32% | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 613,311 | 27,506 | 0.14% | 0.14% | 22 | +27,255 | 4.65% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 602,737 | 27,032 | 0.07% | 0.07% | 23 | +54,897 | 10.02% | Q1 2026 | May 14, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 528,700 | 23,712 | 10.35% | 9.95% | 24 | +15,055 | 2.93% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 510,646 | 22,902 | 0.0% | 0.0% | 25 | +98,952 | 24.04% | Q1 2026 | May 15, 2026 |
| Prostatis Group LLC | History | Added to | 468,993 | 21,034 | 5.38% | 4.87% | 26 | +10,765 | 2.35% | Q1 2026 | May 12, 2026 |
| Vantage Financial Partners, LLC | History | No change | 445,138 | 19,808 | 4.02% | 4.02% | 27 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Merit Financial Group, LLC | History | Added to | 428,910 | 19,236 | 0.14% | 0.15% | 28 | +17,594 | 4.28% | Q1 2026 | Apr 15, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 417,013 | 18,703 | 5.31% | 4.79% | 29 | +42,332 | 11.3% | Q1 2026 | May 12, 2026 |
| Second Half Financial Partners, LLC | History | Added to | 412,650 | 18,507 | 8.33% | 8.15% | 30 | +1 | 0.0% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 407,716 | 18,286 | 0.23% | 0.26% | 31 | +3,975 | 0.98% | Q1 2026 | May 15, 2026 |
| Clear Trail Advisors, LLC | History | Added to | 399,141 | 17,901 | 2.98% | 3.8% | 32 | +30,774 | 8.35% | Q1 2026 | Apr 17, 2026 |
| Marshall Financial Group, LLC | History | Added to | 386,764 | 17,346 | 2.78% | 3.29% | 33 | +5,284 | 1.39% | Q1 2026 | Apr 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 382,795 | 17,168 | 0.01% | 0.01% | 34 | +82,624 | 27.53% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 362,731 | 16,268 | 0.0% | 0.0% | 35 | +107,235 | 41.97% | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 340,733 | 15,281 | 0.38% | 0.36% | 36 | +13,540 | 4.14% | Q1 2026 | Apr 29, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 339,021 | 15,205 | 3.34% | 3.47% | 37 | -60 | -0.02% | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 319,165 | 14,314 | 0.29% | 0.26% | 38 | +28,038 | 9.63% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 311,361 | 13,965 | 0.14% | 0.15% | 39 | +3,784 | 1.23% | Q1 2026 | May 12, 2026 |
| Financial Designs Corp | History | Reduced | 300,884 | 13,494 | 7.51% | 7.63% | 40 | -1,956 | -0.65% | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 298,853 | 13,403 | 0.02% | 0.01% | 41 | +52,616 | 21.37% | Q1 2026 | Apr 27, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 296,105 | 13,279 | 0.22% | 0.1% | 42 | +190,730 | 181.0% | Q1 2026 | Apr 21, 2026 |
| Altus Wealth Group LLC | History | Added to | 293,519 | 13,164 | 5.39% | 3.03% | 43 | +122,915 | 72.05% | Q1 2026 | Apr 27, 2026 |
| NCM Capital Management, LLC | History | Reduced | 276,063 | 12,381 | 4.43% | 4.56% | 44 | -350 | -0.13% | Q1 2026 | May 15, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 249,595 | 11,194 | 6.19% | 6.02% | 45 | +3,380 | 1.37% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 248,757 | 11,156 | 0.81% | 0.73% | 46 | +16,819 | 7.25% | Q1 2026 | May 05, 2026 |
| Visionary Wealth Advisors | History | Added to | 246,888 | 11,072 | 0.49% | 0.47% | 47 | +10,842 | 4.59% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 244,976 | 10,901 | 0.07% | 0.06% | 48 | +49,419 | 25.27% | Q1 2026 | May 15, 2026 |
| Souders Financial Advisors | History | Added to | 239,521 | 10,742 | 1.23% | 1.18% | 49 | +7,449 | 3.21% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 233,640 | 10,479 | 0.03% | 0.02% | 50 | +59,775 | 34.38% | Q1 2026 | Apr 30, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 228,339 | 10,241 | 1.72% | 0.83% | 51 | +117,879 | 106.72% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 225,511 | 10,114 | 0.03% | 0.03% | 52 | -49,001 | -17.85% | Q1 2026 | May 04, 2026 |
| Investors Research Corp | History | Added to | 198,200 | 8,889 | 1.7% | 1.55% | 53 | +8,445 | 4.45% | Q1 2026 | Apr 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 197,457 | 8,855 | 0.11% | 0.12% | 54 | -17,725 | -8.24% | Q1 2026 | Apr 20, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 194,762 | 8,735 | 0.16% | 0.23% | 55 | -87,529 | -31.01% | Q1 2026 | May 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 191,354 | 8,582 | 0.16% | 0.16% | 56 | +7,213 | 3.92% | Q1 2026 | May 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 189,784 | 8,511 | 0.51% | 0.47% | 57 | +11,369 | 6.37% | Q1 2026 | May 12, 2026 |
| MTM Investment Management, LLC | History | Added to | 187,715 | 8,419 | 2.67% | 2.51% | 58 | +11,116 | 6.29% | Q1 2026 | May 06, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 184,120 | 8,272 | 0.14% | 0.22% | 59 | -86,721 | -32.02% | Q1 2026 | May 14, 2026 |
| Magnus Financial Group LLC | History | Added to | 183,508 | 8,230 | 0.67% | 0.6% | 60 | +8,127 | 4.63% | Q1 2026 | Apr 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 182,903 | 8,203 | 0.01% | 0.03% | 61 | -228,038 | -55.49% | Q1 2026 | May 15, 2026 |
| Carter Financial Group, INC. | History | Reduced | 179,981 | 8,072 | 4.99% | 4.8% | 62 | -1,937 | -1.06% | Q1 2026 | Apr 27, 2026 |
| Security National Bank | History | Added to | 176,193 | 7,902 | 1.15% | 1.09% | 63 | +4,873 | 2.84% | Q1 2026 | Apr 16, 2026 |
| Element Wealth, LLC | History | Reduced | 169,612 | 7,607 | 3.14% | 3.21% | 64 | -5,241 | -3.0% | Q1 2026 | May 04, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 168,244 | 7,545 | 2.98% | 3.11% | 65 | -13,518 | -7.44% | Q1 2026 | Apr 22, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 165,067 | 7,403 | 0.43% | 0.45% | 66 | -3,556 | -2.11% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 164,390 | 7,372 | 0.2% | 0.17% | 67 | +15,725 | 10.58% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 157,080 | 7,045 | 0.01% | 0.01% | 68 | +17,823 | 12.8% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 154,614 | 6,934 | 0.31% | 0.3% | 69 | +6,936 | 4.7% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 153,620 | 6,889 | 0.21% | 0.12% | 70 | +78,856 | 105.47% | Q1 2026 | May 15, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 149,871 | 6,721 | 2.93% | 2.95% | 71 | +15,610 | 11.63% | Q1 2026 | Apr 24, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 149,051 | 6,684 | 0.34% | 0.33% | 72 | +7,329 | 5.17% | Q1 2026 | Apr 15, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 147,624 | 6,620 | 4.19% | 4.2% | 73 | -499 | -0.34% | Q1 2026 | Apr 20, 2026 |
| Trilogy Capital Inc. | History | Added to | 145,520 | 6,526 | 0.29% | 0.28% | 74 | +2,514 | 1.76% | Q1 2026 | Apr 21, 2026 |
| Leo Wealth, LLC | History | Added to | 141,847 | 6,370 | 0.46% | 0.38% | 75 | +25,103 | 21.5% | Q1 2026 | May 05, 2026 |
| Stillwater Wealth Management Group | History | Added to | 139,138 | 6,240 | 3.86% | 3.52% | 76 | +22,478 | 19.27% | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 138,822 | 6,226 | 0.14% | 0.3% | 77 | +154 | 0.11% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 138,663 | 6,219 | 0.07% | 0.08% | 78 | +257 | 0.19% | Q1 2026 | May 15, 2026 |
| Moran Wealth Management, LLC | History | Added to | 137,622 | 6,172 | 0.19% | 0.12% | 79 | +47,499 | 52.7% | Q1 2026 | Apr 27, 2026 |
| HighPoint Advisor Group LLC | History | New | 137,048 | 6,146 | 0.26% | — | 80 | +137,048 | New | Q1 2026 | May 14, 2026 |
| Prota Financial, LLC | History | Reduced | 136,073 | 6,102 | 4.42% | 4.92% | 81 | -17,449 | -11.37% | Q1 2026 | Apr 09, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 128,069 | 5,743 | 4.71% | 4.61% | 82 | +2,836 | 2.26% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 126,695 | 5,682 | 0.11% | 0.1% | 83 | +13,481 | 11.91% | Q1 2026 | Apr 14, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 118,582 | 5,300 | 0.82% | 0.82% | 84 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 116,838 | 5,240 | 0.31% | 0.28% | 85 | +7,799 | 7.15% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 116,100 | 5,207 | 0.0% | — | 86 | +116,100 | New | Q1 2026 | May 15, 2026 |
| Peak Planning Group, LLC | History | Added to | 115,068 | 5,160 | 1.43% | 0.39% | 87 | +83,778 | 267.75% | Q1 2026 | Apr 22, 2026 |
| Farrow Financial, Inc. | History | Added to | 114,277 | 5,125 | 2.91% | 2.89% | 88 | +1,350 | 1.2% | Q1 2026 | May 01, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 114,245 | 5,123 | 3.29% | 3.31% | 89 | +1,642 | 1.46% | Q1 2026 | May 04, 2026 |
| AlphaCore Capital LLC | History | Reduced | 113,440 | 5,087 | 0.12% | 0.13% | 90 | -16,401 | -12.63% | Q1 2026 | May 15, 2026 |
| Stonebrook Private Inc. | History | Reduced | 112,564 | 5,048 | 1.08% | 1.1% | 91 | -5,159 | -4.38% | Q1 2026 | May 11, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 111,868 | 5,017 | 0.62% | 0.57% | 92 | +9,856 | 9.66% | Q1 2026 | Apr 27, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 108,609 | 4,871 | 0.73% | 0.62% | 93 | +13,012 | 13.61% | Q1 2026 | Apr 29, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 105,672 | 4,840 | 2.51% | 2.36% | 94 | +24,257 | 29.79% | Q1 2026 | May 18, 2026 |
| Spire Wealth Management | History | Added to | 107,138 | 4,805 | 0.16% | 0.16% | 95 | +2,341 | 2.23% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 106,110 | 4,759 | 0.05% | 0.05% | 96 | +12,052 | 12.81% | Q1 2026 | Apr 28, 2026 |
| Baron Financial Group, LLC | History | Added to | 105,559 | 4,734 | 2.55% | 2.46% | 97 | +2,560 | 2.49% | Q1 2026 | Apr 09, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 105,422 | 4,728 | 0.63% | 0.56% | 98 | +14,897 | 16.46% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Added to | 103,116 | 4,624 | 0.02% | 0.02% | 99 | +16,099 | 18.5% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 101,339 | 4,545 | 0.01% | 0.01% | 100 | +5,918 | 6.2% | Q1 2026 | May 08, 2026 |
| Allred Capital Management, LLC | History | Added to | 101,062 | 4,532 | 1.65% | 1.39% | 101 | +14,887 | 17.28% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | Added to | 99,253 | 4,451 | 0.34% | 0.66% | 102 | +6,751 | 7.3% | Q1 2026 | Apr 28, 2026 |
| McAdam, LLC | History | Added to | 99,187 | 4,448 | 0.2% | 0.19% | 103 | +6,831 | 7.4% | Q1 2026 | May 08, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 97,685 | 4,381 | 1.24% | 1.03% | 104 | +1,158 | 1.2% | Q1 2026 | May 14, 2026 |
| Capital Square, LLC | History | Added to | 95,683 | 4,351 | 2.01% | 1.78% | 105 | +17,372 | 22.18% | Q1 2026 | May 11, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 96,066 | 4,308 | 0.76% | — | 106 | +96,066 | New | Q1 2026 | May 11, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 95,433 | 4,280 | 0.86% | 1.15% | 107 | -67,367 | -41.38% | Q1 2026 | Apr 22, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 95,172 | 4,268 | 3.89% | 3.52% | 108 | +9,313 | 10.85% | Q1 2026 | Apr 23, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 94,996 | 4,260 | 1.54% | 1.5% | 109 | +3,305 | 3.6% | Q1 2026 | May 06, 2026 |
| IHT Wealth Management, LLC | History | Added to | 93,783 | 4,206 | 0.1% | 0.01% | 110 | +85,139 | 984.95% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 90,049 | 4,038 | 0.13% | 0.12% | 111 | +4,456 | 5.21% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 90,951 | 4,001 | 0.0% | 0.0% | 112 | +29,198 | 47.28% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 85,545 | 3,836 | 0.05% | 0.04% | 113 | +26,545 | 44.99% | Q1 2026 | May 15, 2026 |
| Jacobi Capital Management LLC | History | Added to | 83,592 | 3,749 | 0.21% | 0.21% | 114 | +3,767 | 4.72% | Q1 2026 | May 13, 2026 |
| NICOLET BANKSHARES INC | History | New | 83,042 | 3,724 | 0.14% | — | 115 | +83,042 | New | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 79,237 | 3,553 | 0.04% | 0.02% | 116 | +48,179 | 155.13% | Q1 2026 | Apr 28, 2026 |
| Welch Financial Planning, LLC | History | Added to | 78,891 | 3,538 | 2.54% | 2.47% | 117 | +2,646 | 3.47% | Q1 2026 | Apr 21, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 76,312 | 3,395 | 0.38% | 0.38% | 118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Centric Wealth Management | History | Reduced | 75,162 | 3,394 | 0.68% | 0.73% | 119 | -159 | -0.21% | Q1 2026 | May 12, 2026 |
| Financial Insights, Inc. | History | Added to | 74,920 | 3,360 | 1.09% | 1.06% | 120 | +4,100 | 5.79% | Q1 2026 | May 18, 2026 |
| BNB Wealth Management, LLC | History | Added to | 73,728 | 3,306 | 2.12% | 1.45% | 121 | +23,282 | 46.15% | Q1 2026 | May 13, 2026 |
| MGB Wealth Management, LLC | History | No change | 73,192 | 3,260 | 0.93% | 0.93% | 122 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 72,061 | 3,231 | 0.48% | 0.46% | 123 | +550 | 0.77% | Q1 2026 | May 05, 2026 |
| United Advisor Group, LLC | History | Added to | 69,280 | 3,107 | 0.38% | 0.37% | 124 | +1,746 | 2.59% | Q1 2026 | Apr 17, 2026 |
| Gotham Asset Management, LLC | History | New | 69,128 | 3,100 | 0.01% | — | 125 | +69,128 | New | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 67,796 | 3,040 | 0.08% | 0.08% | 126 | +12,856 | 23.4% | Q1 2026 | May 11, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 66,699 | 2,991 | 1.5% | 1.36% | 127 | +4,079 | 6.51% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 65,269 | 2,927 | 0.01% | 0.0% | 128 | +59,813 | 1096.28% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 64,241 | 2,886 | 0.03% | 0.02% | 129 | +18,618 | 40.81% | Q1 2026 | Apr 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 64,157 | 2,877 | 0.09% | 0.09% | 130 | -1,781 | -2.7% | Q1 2026 | Apr 08, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 63,338 | 2,840 | 0.51% | 0.4% | 131 | +16,176 | 34.3% | Q1 2026 | May 11, 2026 |
| PFG Advisors | History | Reduced | 58,577 | 2,627 | 0.13% | 0.14% | 132 | -6,650 | -10.2% | Q1 2026 | May 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 58,557 | 2,626 | 0.19% | 0.07% | 133 | +36,580 | 166.45% | Q1 2026 | May 12, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 56,869 | 2,550 | 0.71% | 0.66% | 134 | +5,238 | 10.15% | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 56,395 | 2,529 | 0.41% | 0.3% | 135 | +7,270 | 14.8% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 55,813 | 2,503 | 0.03% | 0.03% | 136 | +510 | 0.92% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 55,780 | 2,501 | 0.0% | 0.0% | 137 | +49,780 | 829.67% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 55,727 | 2,499 | 0.18% | 0.18% | 138 | +3,153 | 6.0% | Q1 2026 | May 05, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 55,435 | 2,486 | 0.69% | 0.43% | 139 | +21,425 | 63.0% | Q1 2026 | Apr 27, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 55,120 | 2,472 | 0.02% | 0.01% | 140 | +1,289 | 2.39% | Q1 2026 | May 07, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 54,477 | 2,443 | 1.07% | 2.03% | 141 | -54,052 | -49.8% | Q1 2026 | May 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 53,314 | 2,391 | 0.11% | 0.09% | 142 | +11,195 | 26.58% | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 53,917 | 2,383 | 0.0% | 0.0% | 143 | +9,143 | 20.42% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 51,786 | 2,322 | 0.01% | 0.01% | 144 | +5,733 | 12.45% | Q1 2026 | Apr 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 51,590 | 2,313 | 0.0% | 0.0% | 145 | +40,519 | 365.99% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 50,606 | 2,269 | 0.01% | 0.01% | 146 | +4,037 | 8.67% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 50,473 | 2,246 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 50,071 | 2,245 | 1.89% | 1.85% | 148 | +1,395 | 2.87% | Q1 2026 | Apr 22, 2026 |
| SFMG, LLC | History | No change | 49,950 | 2,240 | 0.15% | 0.15% | 149 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 49,546 | 2,222 | 0.31% | 0.19% | 150 | +18,456 | 59.36% | Q1 2026 | Apr 22, 2026 |
| World Investment Advisors | History | Added to | 45,954 | 2,061 | 0.03% | 0.03% | 151 | +6,435 | 16.28% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 45,340 | 2,033 | 0.0% | — | 152 | +45,340 | New | Q1 2026 | May 15, 2026 |
| Principle Wealth Partners LLC | History | Added to | 44,873 | 2,012 | 0.11% | 0.1% | 153 | +3,331 | 8.02% | Q1 2026 | May 07, 2026 |
| Northwest Financial Advisors | History | Added to | 44,071 | 1,976 | 3.81% | 4.0% | 154 | +338 | 0.77% | Q1 2026 | Apr 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 43,869 | 1,967 | 0.03% | 0.03% | 155 | +1,052 | 2.46% | Q1 2026 | May 13, 2026 |
| Midwest Trust Co | History | Reduced | 43,834 | 1,965 | 0.02% | 0.02% | 156 | -1,075 | -2.39% | Q1 2026 | May 01, 2026 |
| RDA Financial Network | History | Added to | 42,924 | 1,925 | 0.48% | 0.46% | 157 | +154 | 0.36% | Q1 2026 | Apr 08, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 42,516 | 1,906 | 0.07% | 0.11% | 158 | +19,370 | 83.69% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 42,284 | 1,896 | 0.0% | 0.0% | 159 | +14,465 | 52.0% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 41,996 | 1,883 | 0.03% | 0.03% | 160 | +13,382 | 46.77% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 41,189 | 1,878 | 0.05% | 0.08% | 161 | -3,129 | -7.06% | Q1 2026 | May 14, 2026 |
| TritonPoint Partners, LLC | History | New | 41,471 | 1,859 | 0.68% | — | 162 | +41,471 | New | Q1 2026 | Apr 28, 2026 |
| CFO4Life Group, LLC | History | Added to | 41,165 | 1,846 | 0.28% | 0.22% | 163 | +5,707 | 16.1% | Q1 2026 | May 11, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 41,163 | 1,846 | 0.36% | 0.47% | 164 | -3,771 | -8.39% | Q1 2026 | Apr 28, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 40,731 | 1,826 | 0.2% | 0.24% | 165 | -8,472 | -17.22% | Q1 2026 | Apr 23, 2026 |
| Redwood Family Wealth LLC | History | Added to | 40,416 | 1,812 | 1.77% | 1.65% | 166 | +2,779 | 7.38% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 40,273 | 1,806 | 0.02% | 0.02% | 167 | +2,630 | 6.99% | Q1 2026 | Apr 16, 2026 |
| Prospera Financial Services Inc | History | Added to | 40,064 | 1,796 | 0.03% | 0.03% | 168 | +1,534 | 3.98% | Q1 2026 | Apr 14, 2026 |
| Sigma Planning Corp | History | Added to | 39,854 | 1,787 | 0.05% | 0.04% | 169 | +4,698 | 13.36% | Q1 2026 | May 04, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 39,712 | 1,781 | 0.14% | 0.13% | 170 | +1,502 | 3.93% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Reduced | 37,907 | 1,700 | 0.0% | 0.0% | 171 | -4,876 | -11.4% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 36,879 | 1,654 | 0.01% | 0.01% | 172 | +13,885 | 60.39% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 36,898 | 1,654 | 0.11% | 0.1% | 173 | +9,610 | 35.22% | Q1 2026 | Apr 17, 2026 |
| CAP Partners, LLC | History | Reduced | 36,113 | 1,619 | 0.91% | 0.94% | 174 | -1,091 | -2.93% | Q1 2026 | Apr 28, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 34,547 | 1,549 | 1.27% | 0.83% | 175 | +3,889 | 12.69% | Q1 2026 | May 11, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 34,125 | 1,530 | 0.52% | 0.53% | 176 | -500 | -1.44% | Q1 2026 | Apr 09, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 34,064 | 1,527 | 0.09% | 0.08% | 177 | +18,383 | 117.23% | Q1 2026 | Apr 22, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 33,494 | 1,502 | 0.01% | 0.01% | 178 | +1,902 | 6.02% | Q1 2026 | May 15, 2026 |
| Semus Wealth Partners LLC | History | Added to | 31,932 | 1,432 | 0.8% | 0.76% | 179 | +278 | 0.88% | Q1 2026 | Apr 24, 2026 |
| Tannin Capital LLC | History | New | 30,950 | 1,388 | 1.01% | — | 180 | +30,950 | New | Q1 2026 | May 12, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 30,236 | 1,356 | 0.05% | 0.05% | 181 | -1,686 | -5.28% | Q1 2026 | May 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 28,800 | 1,291 | 0.0% | 0.0% | 182 | +20,468 | 245.66% | Q1 2026 | May 14, 2026 |
| Atlas Wealth LLC | History | Added to | 28,417 | 1,274 | 0.38% | 0.1% | 183 | +20,914 | 278.74% | Q1 2026 | May 13, 2026 |
| DeLarme Wealth Management, Inc. | History | Reduced | 28,391 | 1,273 | 0.82% | 0.97% | 184 | -2,321 | -7.56% | Q1 2026 | Apr 23, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 27,624 | 1,238 | 0.88% | 0.86% | 185 | +629 | 2.33% | Q1 2026 | Apr 21, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 26,347 | 1,230 | 0.11% | 0.1% | 186 | +173 | 0.66% | Q1 2026 | Apr 30, 2026 |
| CWC Advisors, LLC. | History | Added to | 27,256 | 1,222 | 0.58% | 0.57% | 187 | +730 | 2.75% | Q1 2026 | Apr 16, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 27,123 | 1,216 | 0.93% | 1.14% | 188 | -7,488 | -21.63% | Q1 2026 | Apr 20, 2026 |
| Alchemi Wealth, LLC | History | Added to | 26,796 | 1,201 | 0.67% | 0.65% | 189 | +151 | 0.57% | Q1 2026 | May 07, 2026 |
| BOS Asset Management, LLC | History | No change | 26,686 | 1,196 | 0.31% | 0.32% | 190 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 26,061 | 1,168 | 0.3% | 0.31% | 191 | +499 | 1.95% | Q1 2026 | Apr 29, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 25,709 | 1,153 | 0.28% | 0.81% | 192 | +5,842 | 29.41% | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 25,632 | 1,151 | 0.06% | 0.08% | 193 | -11,482 | -30.94% | Q1 2026 | May 12, 2026 |
| Hilltop Holdings Inc. | History | New | 25,593 | 1,147 | 0.1% | — | 194 | +25,593 | New | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 25,394 | 1,138 | 0.04% | 0.04% | 195 | -504 | -1.95% | Q1 2026 | Apr 28, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Reduced | 24,555 | 1,101 | 1.53% | 1.54% | 196 | -88 | -0.36% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 24,540 | 1,100 | 0.02% | 0.02% | 197 | +4,908 | 25.0% | Q1 2026 | May 18, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 24,517 | 1,099 | 0.02% | 0.02% | 198 | +2,815 | 12.97% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 24,001 | 1,076 | 0.0% | 0.0% | 199 | +2,747 | 12.92% | Q1 2026 | Apr 30, 2026 |
| Carson Advisory Inc. | History | Added to | 23,623 | 1,059 | 0.55% | 0.54% | 200 | +398 | 1.71% | Q1 2026 | May 07, 2026 |
| Independent Advisor Alliance | History | New | 23,540 | 1,055 | 0.01% | — | 201 | +23,540 | New | Q1 2026 | May 12, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 22,755 | 1,020 | 0.45% | 0.41% | 202 | +1,328 | 6.2% | Q1 2026 | May 13, 2026 |
| NBT BANK N A /NY | History | Added to | 22,604 | 1,013 | 0.07% | 0.06% | 203 | +743 | 3.4% | Q1 2026 | Apr 28, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 22,368 | 1,003 | 0.46% | 0.46% | 204 | +110 | 0.49% | Q1 2026 | May 05, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 22,028 | 987 | 0.56% | 0.47% | 205 | -590 | -2.61% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Added to | 22,004 | 986 | 0.0% | 0.0% | 206 | +13,464 | 157.66% | Q1 2026 | May 14, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 21,752 | 986 | 0.02% | 0.02% | 207 | +71 | 0.33% | Q1 2026 | May 11, 2026 |
| Alpine Bank Wealth Management | History | Added to | 21,968 | 985 | 0.14% | 0.13% | 208 | +1,746 | 8.63% | Q1 2026 | Apr 21, 2026 |
| Sachetta, LLC | History | Added to | 21,338 | 957 | 0.52% | 0.51% | 209 | +249 | 1.18% | Q1 2026 | May 01, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 19,144 | 857 | 0.06% | 0.04% | 210 | +6,167 | 47.52% | Q1 2026 | May 20, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 18,996 | 854 | 0.03% | 0.01% | 211 | +6,154 | 47.92% | Q1 2026 | Apr 08, 2026 |
| Illumine Investment Management, LLC | History | Added to | 18,600 | 834 | 0.64% | 0.42% | 212 | +5,755 | 44.8% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | Reduced | 17,898 | 802 | 0.0% | 0.0% | 213 | -3,045 | -14.54% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 17,724 | 794 | 0.01% | 0.05% | 214 | -93,387 | -84.05% | Q1 2026 | May 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 17,674 | 792 | 0.03% | 0.02% | 215 | -1,171 | -6.21% | Q1 2026 | Apr 23, 2026 |
| Vise Technologies, Inc. | History | No change | 17,269 | 768 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 17,106 | 767 | 0.03% | 0.02% | 217 | +5,863 | 52.15% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 16,769 | 752 | 0.02% | 0.02% | 218 | +559 | 3.45% | Q1 2026 | Apr 13, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 16,638 | 746 | 0.09% | 0.09% | 219 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 16,578 | 743 | 0.01% | 0.01% | 220 | -325 | -1.92% | Q1 2026 | Apr 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 16,203 | 726 | 0.05% | 0.05% | 221 | +827 | 5.38% | Q1 2026 | Apr 20, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 16,170 | 725 | 0.08% | 0.1% | 222 | -3,569 | -18.08% | Q1 2026 | May 04, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 16,158 | 724 | 0.08% | 0.06% | 223 | +3,578 | 28.44% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 16,059 | 714 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Caprock Group, LLC | History | Reduced | 15,668 | 702 | 0.02% | 0.02% | 225 | -1,087 | -6.49% | Q1 2026 | May 11, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Reduced | 15,642 | 701 | 0.59% | 0.55% | 226 | -1,197 | -7.11% | Q1 2026 | May 15, 2026 |
| Uniting Wealth Partners, LLC | History | New | 15,615 | 700 | 0.15% | — | 227 | +15,615 | New | Q1 2026 | Apr 22, 2026 |
| Karras Company, Inc. | History | Added to | 15,505 | 695 | 0.7% | 0.65% | 228 | +525 | 3.5% | Q1 2026 | Apr 06, 2026 |
| Redwood Financial Network Corp | History | Added to | 15,068 | 675 | 0.44% | 0.37% | 229 | +1,887 | 14.32% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 14,964 | 671 | 0.01% | 0.01% | 230 | -616 | -3.95% | Q1 2026 | May 12, 2026 |
| Wiser Advisor Group LLC | History | Added to | 14,736 | 660 | 0.8% | 0.73% | 231 | +413 | 2.88% | Q1 2026 | Apr 22, 2026 |
| Mutual Advisors, LLC | History | Added to | 14,551 | 652 | 0.01% | 0.01% | 232 | +1,663 | 12.9% | Q1 2026 | May 01, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 14,515 | 650 | 0.23% | 0.19% | 233 | +3,514 | 31.94% | Q1 2026 | Apr 21, 2026 |
| BFI Infinity Ltd. | History | Reduced | 14,356 | 643 | 0.36% | 0.43% | 234 | -1,123 | -7.25% | Q1 2026 | Apr 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 14,322 | 642 | 0.08% | 0.07% | 235 | +2,118 | 17.35% | Q1 2026 | Apr 13, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 13,191 | 591 | 0.48% | 0.34% | 236 | +3,388 | 34.56% | Q1 2026 | May 15, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 12,767 | 572 | 0.42% | 0.4% | 237 | +394 | 3.18% | Q1 2026 | Apr 22, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 12,679 | 568 | 0.2% | 0.18% | 238 | +1,396 | 12.37% | Q1 2026 | May 14, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 12,303 | 551 | 0.18% | 0.17% | 239 | +581 | 4.96% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 12,278 | 550 | 0.0% | 0.0% | 240 | +260 | 2.16% | Q1 2026 | May 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 11,959 | 536 | 0.01% | 0.01% | 241 | +2,703 | 29.2% | Q1 2026 | Apr 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 11,963 | 536 | 0.01% | 0.01% | 242 | +1,920 | 19.12% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | New | 11,772 | 527 | 0.0% | — | 246 | +11,772 | New | Q1 2026 | May 14, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 11,760 | 527 | 0.06% | 0.07% | 244 | -729 | -5.84% | Q1 2026 | Apr 30, 2026 |
| HF Advisory Group, LLC | History | Reduced | 11,764 | 527 | 0.18% | 0.19% | 245 | -713 | -5.71% | Q1 2026 | Apr 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 11,763 | 527 | 0.03% | 0.03% | 243 | +56 | 0.48% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 11,630 | 521 | 0.01% | 0.0% | 247 | +10,136 | 678.45% | Q1 2026 | May 04, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 11,572 | 518 | 0.01% | 0.01% | 248 | +103 | 0.9% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Reduced | 11,447 | 513 | 0.02% | 0.03% | 249 | -924 | -7.47% | Q1 2026 | Apr 27, 2026 |
| NewCorp Financial Services, Inc. | History | Reduced | 11,362 | 509 | 0.44% | 0.45% | 251 | -127 | -1.11% | Q1 2026 | Apr 23, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 11,351 | 509 | 0.04% | 0.04% | 250 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 11,014 | 493 | 0.27% | 0.28% | 252 | -308 | -2.72% | Q1 2026 | May 27, 2026 |
| Corient Private Wealth LLC | History | Reduced | 10,892 | 488 | 0.0% | 0.0% | 253 | -9,109 | -45.54% | Q1 2026 | May 15, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 10,775 | 483 | 0.09% | 0.09% | 254 | +5,452 | 102.42% | Q1 2026 | Apr 29, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 10,681 | 479 | 0.11% | 0.12% | 255 | +552 | 5.45% | Q1 2026 | Apr 14, 2026 |
| WealthShield Partners, LLC | History | Added to | 10,563 | 473 | 0.05% | 0.04% | 256 | +1,953 | 22.68% | Q1 2026 | May 01, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 10,551 | 473 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Signature Wealth Management Group | History | Reduced | 10,505 | 471 | 0.18% | 1.93% | 258 | -95,628 | -90.1% | Q1 2026 | Apr 01, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 10,310 | 462 | 0.03% | 0.02% | 259 | -971 | -8.61% | Q1 2026 | Apr 28, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 10,125 | 454 | 0.24% | 0.25% | 260 | -148 | -1.44% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 9,940 | 445 | 0.0% | 0.0% | 261 | +5,848 | 142.91% | Q1 2026 | May 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 9,675 | 433 | 0.03% | 0.02% | 262 | +1,308 | 15.63% | Q1 2026 | Apr 29, 2026 |
| Tidemark, LLC | History | Reduced | 9,420 | 422 | 0.11% | 0.12% | 263 | -206 | -2.14% | Q1 2026 | May 07, 2026 |
| Clearwater Capital Advisors, LLC | History | New | 9,383 | 420 | 0.03% | — | 264 | +9,383 | New | Q1 2026 | May 13, 2026 |
| Williams & Novak, LLC | History | New | 9,232 | 414 | 0.31% | — | 265 | +9,232 | New | Q1 2026 | Apr 20, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 9,224 | 413 | 0.06% | 0.06% | 266 | +696 | 8.16% | Q1 2026 | May 08, 2026 |
| Cannon Wealth Management Services, LLC | History | Reduced | 9,225 | 413 | 0.28% | 0.29% | 267 | -132 | -1.41% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 9,091 | 407 | 0.0% | 0.0% | 268 | +417 | 4.81% | Q1 2026 | May 15, 2026 |
| IAM Advisory, LLC | History | Reduced | 9,044 | 405 | 0.09% | 0.09% | 269 | -410 | -4.34% | Q1 2026 | Apr 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 8,963 | 402 | 0.0% | 0.0% | 270 | +522 | 6.18% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 8,904 | 399 | 0.01% | 0.01% | 271 | +2,666 | 42.74% | Q1 2026 | Apr 21, 2026 |
| Sepio Capital, LP | History | Added to | 8,814 | 395 | 0.02% | 0.02% | 272 | +254 | 2.97% | Q1 2026 | May 13, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | New | 8,700 | 390 | 0.01% | — | 273 | +8,700 | New | Q1 2026 | May 06, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 8,679 | 389 | 0.09% | 0.09% | 274 | +283 | 3.37% | Q1 2026 | Apr 17, 2026 |
| Advisory Alpha, LLC | History | Added to | 8,640 | 387 | 0.01% | 0.01% | 275 | +349 | 4.21% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 8,572 | 384 | 0.0% | 0.01% | 276 | -7,121 | -45.38% | Q1 2026 | May 05, 2026 |
| SHARPEPOINT LLC | History | Reduced | 8,473 | 380 | 0.23% | 0.23% | 277 | -41 | -0.48% | Q1 2026 | May 05, 2026 |
| WEBSTER BANK, N. A. | History | No change | 8,289 | 371 | 0.04% | 0.03% | 278 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Mariner, LLC | History | Added to | 8,100 | 363 | 0.0% | 0.0% | 279 | +406 | 5.28% | Q1 2026 | May 13, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 7,935 | 355 | 0.2% | 0.21% | 280 | +451 | 6.03% | Q1 2026 | Apr 22, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | New | 7,906 | 354 | 0.23% | — | 281 | +7,906 | New | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 7,866 | 352 | 0.0% | 0.0% | 282 | -154 | -1.92% | Q1 2026 | May 15, 2026 |
| Claris Financial LLC | History | No change | 7,686 | 344 | 0.19% | 0.18% | 283 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 7,642 | 342 | 0.17% | 0.18% | 284 | -126 | -1.62% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 7,604 | 341 | 0.0% | 0.0% | 285 | -11,758 | -60.73% | Q1 2026 | May 14, 2026 |
| Ethos Capital Management, Inc. | History | Added to | 7,436 | 333 | 0.29% | 0.31% | 286 | +89 | 1.21% | Q1 2026 | Apr 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 7,209 | 323 | 0.02% | 0.02% | 287 | +267 | 3.85% | Q1 2026 | Apr 30, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 7,065 | 316 | 0.01% | 0.02% | 288 | -7,801 | -52.48% | Q1 2026 | May 05, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 7,010 | 314 | 0.1% | 0.11% | 289 | -80 | -1.13% | Q1 2026 | May 15, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 6,974 | 312 | 0.11% | 0.11% | 290 | -272 | -3.75% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,853 | 307 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 6,843 | 306 | 0.06% | 0.07% | 292 | -1,119 | -14.05% | Q1 2026 | Apr 06, 2026 |
| TriaGen Wealth Management LLC | History | No change | 6,750 | 302 | 0.08% | 0.08% | 293 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 6,603 | 296 | 0.09% | 0.09% | 295 | +111 | 1.71% | Q1 2026 | Apr 24, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 6,606 | 296 | 0.25% | 0.23% | 294 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 6,575 | 294 | 0.09% | 0.09% | 296 | +48 | 0.74% | Q1 2026 | Apr 06, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 6,538 | 293 | 0.19% | 0.19% | 297 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | New | 6,461 | 289 | 0.0% | — | 298 | +6,461 | New | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 6,169 | 276 | 0.06% | 0.06% | 299 | -18 | -0.29% | Q1 2026 | Apr 28, 2026 |
| Intrua Financial, LLC | History | New | 6,098 | 273 | 0.03% | — | 300 | +6,098 | New | Q1 2026 | Apr 23, 2026 |