FIRST TRUST EXCHANGE-TRADED FUND IV - EMLP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 18,162,313 | 792,966 | 0.05% | 0.04% | 1 | -348,204 | -1.88% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 4,277,778 | 186,767 | 2.73% | 2.42% | 2 | +88,119 | 2.1% | Q1 2026 | Apr 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,806,310 | 122,523 | 0.53% | 0.43% | 3 | +94,572 | 3.49% | Q1 2026 | May 15, 2026 |
| AlTi Global, Inc. | History | Reduced | 2,806,260 | 122,521 | 2.66% | 2.33% | 4 | -63,436 | -2.21% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 2,620,632 | 114,416 | 0.03% | 0.03% | 5 | +153,131 | 6.21% | Q1 2026 | May 06, 2026 |
| Glenview Trust Co | History | Reduced | 2,474,953 | 108,056 | 1.7% | 1.46% | 6 | -19,563 | -0.78% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,397,700 | 104,683 | 0.02% | 0.02% | 7 | +48,689 | 2.07% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,383,147 | 104,048 | 0.01% | 0.01% | 8 | +256,270 | 12.05% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 2,048,764 | 89,449 | 0.7% | 0.65% | 9 | -116,255 | -5.37% | Q1 2026 | May 01, 2026 |
| Cerity Partners OCIO LLC | History | Added to | 1,835,297 | 80,129 | 4.81% | 1.17% | 10 | +1,275,110 | 227.62% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,408,895 | 61,513 | 0.01% | 0.01% | 11 | -83,562 | -5.6% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,326,900 | 57,932 | 0.01% | 0.01% | 12 | -22,600 | -1.67% | Q1 2026 | May 05, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 1,081,366 | 47,212 | 0.23% | 0.19% | 13 | +25,901 | 2.45% | Q1 2026 | May 26, 2026 |
| WELCH & FORBES LLC | History | Reduced | 996,003 | 43,485 | 0.56% | 0.48% | 14 | -44,696 | -4.29% | Q1 2026 | May 01, 2026 |
| ALTFEST L J & CO INC | History | Added to | 958,838 | 41,862 | 4.48% | 2.37% | 15 | +386,753 | 67.6% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 896,914 | 39,159 | 0.07% | 0.07% | 16 | -70,476 | -7.29% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 871,803 | 38,062 | 0.05% | 0.04% | 17 | +65,868 | 8.17% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 868,723 | 37,928 | 0.01% | 0.01% | 18 | +83,372 | 10.62% | Q1 2026 | May 14, 2026 |
| Disciplina Capital Management LLC | History | Reduced | 858,130 | 37,465 | 3.97% | 4.04% | 19 | -73,902 | -7.93% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Added to | 775,906 | 33,898 | 0.04% | 0.03% | 20 | +26,514 | 3.54% | Q1 2026 | May 13, 2026 |
| Lee Financial Co | History | Reduced | 688,357 | 30,053 | 4.24% | 3.62% | 21 | -19,465 | -2.75% | Q1 2026 | Apr 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 637,494 | 27,832 | 1.66% | 1.42% | 22 | -5,271 | -0.82% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 520,866 | 22,657 | 0.39% | 0.37% | 23 | -13,442 | -2.52% | Q1 2026 | May 14, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 474,357 | 20,710 | 4.57% | 3.9% | 24 | +11,990 | 2.59% | Q1 2026 | Apr 23, 2026 |
| Cetera Investment Advisers | History | Reduced | 445,484 | 19,449 | 0.02% | 0.02% | 25 | -118,018 | -20.94% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 399,715 | 17,451 | 0.22% | 0.18% | 26 | +14,479 | 3.76% | Q1 2026 | Apr 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 343,134 | 14,981 | 0.0% | 0.0% | 27 | -49,075 | -12.51% | Q1 2026 | May 04, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 319,084 | 13,931 | 1.61% | 1.46% | 28 | +8,972 | 2.89% | Q1 2026 | May 08, 2026 |
| Vernal Point Advisors, LLC | History | Added to | 297,658 | 12,995 | 5.28% | 4.06% | 29 | +37,636 | 14.47% | Q1 2026 | May 14, 2026 |
| Arkos Global Advisors | History | Added to | 293,750 | 12,825 | 1.61% | 1.39% | 30 | +5,918 | 2.06% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 275,467 | 12,027 | 0.03% | 0.02% | 31 | +55,496 | 25.23% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 273,034 | 11,991 | 0.0% | 0.0% | 32 | -3,711 | -1.34% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 266,481 | 11,639 | 0.0% | 0.0% | 33 | +89,949 | 50.95% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 262,546 | 11,462 | 0.02% | 0.01% | 34 | -5,949 | -2.22% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 254,031 | 11,091 | 0.01% | 0.01% | 35 | -25,934 | -9.26% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 225,435 | 9,842 | 0.04% | 0.05% | 36 | -92,347 | -29.06% | Q1 2026 | Apr 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 219,537 | 9,584 | 0.05% | 0.05% | 37 | +19,193 | 9.58% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 218,601 | 9,544 | 0.66% | 0.53% | 38 | +14,050 | 6.87% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 215,150 | 9,393 | 0.04% | 0.04% | 39 | -3,153 | -1.44% | Q1 2026 | Apr 24, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 212,053 | 9,258 | 0.28% | 0.25% | 40 | +4,472 | 2.15% | Q1 2026 | Apr 16, 2026 |
| Nvest Wealth Strategies, Inc. | History | Reduced | 204,572 | 8,931 | 6.25% | 6.07% | 41 | -13,961 | -6.39% | Q1 2026 | Apr 13, 2026 |
| UMB Bank, n.a. | History | Reduced | 203,827 | 8,899 | 0.12% | 0.12% | 42 | -40,975 | -16.74% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 198,018 | 8,645 | 0.2% | 0.19% | 43 | -4,050 | -2.0% | Q1 2026 | May 11, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 198,025 | 8,645 | 1.78% | 1.65% | 44 | -591 | -0.3% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 194,571 | 8,494 | 0.88% | 0.75% | 45 | +4,237 | 2.23% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 167,854 | 7,328 | 0.01% | 0.01% | 46 | -6,216 | -3.57% | Q1 2026 | May 05, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 165,334 | 7,218 | 0.39% | 0.38% | 47 | -30,635 | -15.63% | Q1 2026 | May 15, 2026 |
| New Republic Capital, LLC | History | Added to | 161,621 | 7,056 | 2.38% | 1.39% | 48 | +24,524 | 17.89% | Q1 2026 | May 01, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 161,597 | 7,055 | 0.16% | 0.17% | 49 | -20,532 | -11.27% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 159,343 | 6,956 | 0.01% | — | 50 | +159,343 | New | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 158,179 | 6,937 | 0.0% | 0.0% | 51 | +49,891 | 46.07% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 153,355 | 6,695 | 0.02% | 0.02% | 52 | -9,778 | -5.99% | Q1 2026 | May 04, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 150,930 | 6,589 | 1.3% | 1.28% | 53 | -22,273 | -12.86% | Q1 2026 | Apr 07, 2026 |
| CERTUITY, LLC | History | Added to | 149,839 | 6,541 | 0.43% | 0.12% | 54 | +98,622 | 192.56% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 169,175 | 6,406 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 146,464 | 6,394 | 0.01% | 0.01% | 56 | +1,460 | 1.01% | Q1 2026 | May 14, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 128,749 | 5,621 | 0.39% | 0.32% | 57 | +124 | 0.1% | Q1 2026 | Apr 28, 2026 |
| Focus Financial Network, Inc. | History | Added to | 128,024 | 5,589 | 0.2% | 0.16% | 58 | +7,957 | 6.63% | Q1 2026 | Apr 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 125,231 | 5,467 | 0.06% | 0.06% | 59 | +3,161 | 2.59% | Q1 2026 | May 08, 2026 |
| GenTrust, LLC | History | No change | 124,269 | 5,425 | 0.23% | 0.2% | 60 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | New | 121,498 | 5,304 | 0.0% | — | 61 | +121,498 | New | Q1 2026 | May 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 119,153 | 5,202 | 0.55% | 0.49% | 62 | -264 | -0.22% | Q1 2026 | May 04, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 110,668 | 4,831 | 1.75% | 1.36% | 63 | +3,560 | 3.32% | Q1 2026 | May 12, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 110,052 | 4,804 | 0.48% | 0.43% | 64 | -4,438 | -3.88% | Q1 2026 | Apr 30, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 105,236 | 4,594 | 0.03% | 0.02% | 65 | +13,654 | 14.91% | Q1 2026 | May 05, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 105,959 | 4,547 | 0.1% | 0.1% | 66 | +155 | 0.15% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 103,922 | 4,537 | 0.01% | 0.01% | 67 | +2,222 | 2.18% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Reduced | 101,798 | 4,444 | 0.01% | 0.01% | 68 | -89,749 | -46.85% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 98,637 | 4,306 | 0.05% | — | 69 | +98,637 | New | Q1 2026 | May 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 97,308 | 4,248 | 0.13% | 0.12% | 70 | -2,051 | -2.06% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 96,028 | 4,192 | 0.06% | 0.05% | 71 | +4,273 | 4.66% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 94,373 | 4,120 | 0.01% | 0.0% | 72 | +25,992 | 38.01% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 93,728 | 4,092 | 0.0% | 0.0% | 73 | +13,615 | 16.99% | Q1 2026 | May 07, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 92,860 | 4,054 | 0.08% | 0.07% | 74 | -5,386 | -5.48% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 91,772 | 4,006 | 0.07% | 0.04% | 75 | +34,410 | 59.99% | Q1 2026 | May 18, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 91,380 | 3,989 | 0.75% | 0.7% | 76 | +45,003 | 97.04% | Q1 2026 | Apr 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 90,882 | 3,967 | 0.04% | 0.04% | 77 | +1,281 | 1.43% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 87,745 | 3,830 | 0.08% | 0.05% | 78 | +20,661 | 30.8% | Q1 2026 | May 01, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 87,433 | 3,817 | 0.1% | 0.08% | 79 | +1,302 | 1.51% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 82,088 | 3,583 | 0.01% | 0.01% | 80 | -9,541 | -10.41% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 89,691 | 3,582 | 0.02% | 0.01% | 81 | +40,914 | 83.88% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 81,674 | 3,565 | 1.85% | 1.64% | 82 | -808 | -0.98% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 80,290 | 3,505 | 0.02% | 0.02% | 83 | +6,594 | 8.95% | Q1 2026 | May 05, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 79,677 | 3,478 | 0.63% | 0.79% | 84 | +2,195 | 2.83% | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Added to | 79,456 | 3,469 | 0.02% | 0.02% | 85 | +525 | 0.67% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | No change | 78,067 | 3,408 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 77,658 | 3,390 | 0.15% | 0.13% | 87 | +3,102 | 4.16% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 76,674 | 3,347 | 0.03% | 0.02% | 88 | -2,128 | -2.7% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 74,246 | 3,241 | 0.0% | 0.0% | 89 | +35,008 | 89.22% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 74,049 | 3,233 | 0.05% | 0.05% | 90 | -4,157 | -5.32% | Q1 2026 | Apr 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 73,496 | 3,208 | 0.11% | 0.02% | 91 | +59,437 | 422.77% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | Added to | 73,194 | 3,195 | 0.31% | 0.28% | 92 | +21 | 0.03% | Q1 2026 | Apr 22, 2026 |
| Crumly & Associates Inc. | History | No change | 72,836 | 3,180 | 0.67% | 0.58% | 93 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 71,842 | 3,136 | 0.84% | 0.92% | 94 | +8,232 | 12.94% | Q1 2026 | Apr 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 69,882 | 3,051 | 0.05% | 0.05% | 95 | -28,628 | -29.06% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 69,530 | 3,035 | 0.05% | 0.05% | 96 | +3,513 | 5.32% | Q1 2026 | May 15, 2026 |
| Windsor Advisory Group, LLC | History | Added to | 67,787 | 2,959 | 2.47% | 1.18% | 97 | +32,918 | 94.4% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 64,006 | 2,794 | 0.0% | — | 98 | +64,006 | New | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 62,975 | 2,749 | 0.01% | 0.01% | 99 | +299 | 0.48% | Q1 2026 | May 04, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 61,811 | 2,698 | 0.93% | 0.87% | 100 | -2,204 | -3.44% | Q1 2026 | Apr 23, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Reduced | 59,542 | 2,599 | 2.05% | 2.02% | 101 | -4,964 | -7.7% | Q1 2026 | Apr 24, 2026 |
| VestGen Advisors, LLC | History | Added to | 57,842 | 2,531 | 0.07% | 0.09% | 102 | +2,035 | 3.65% | Q1 2026 | May 14, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 57,449 | 2,508 | 0.22% | 0.2% | 103 | +1,769 | 3.18% | Q1 2026 | May 14, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 56,614 | 2,471 | 0.62% | 0.65% | 104 | -4,155 | -6.84% | Q1 2026 | Apr 28, 2026 |
| Ascentis Independent Advisors | History | New | 54,188 | 2,365 | 0.18% | — | 105 | +54,188 | New | Q1 2026 | Apr 28, 2026 |
| Auour Investments LLC | History | Added to | 53,089 | 2,317 | 0.73% | 0.63% | 106 | +900 | 1.72% | Q1 2026 | Apr 20, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 51,883 | 2,265 | 0.99% | 0.82% | 107 | +330 | 0.64% | Q1 2026 | May 05, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 50,571 | 2,207 | 0.68% | 0.56% | 108 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 50,069 | 2,186 | 0.02% | 0.02% | 109 | -91 | -0.18% | Q1 2026 | May 15, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 48,204 | 2,156 | 0.04% | 0.02% | 110 | +22,608 | 88.33% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 49,129 | 2,144 | 0.01% | 0.01% | 111 | -1,400 | -2.77% | Q1 2026 | Jun 02, 2026 |
| Cambridge Advisors Inc. | History | Added to | 48,047 | 2,097 | 0.41% | 0.34% | 112 | +312 | 0.65% | Q1 2026 | Apr 16, 2026 |
| ORG Partners LLC | History | No change | 55,328 | 2,095 | 0.37% | 0.37% | 113 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 47,494 | 2,073 | 0.08% | 0.09% | 114 | +26,295 | 124.04% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 47,234 | 2,062 | 0.06% | 0.05% | 115 | -4,027 | -7.86% | Q1 2026 | May 04, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 46,956 | 2,050 | 1.23% | 1.05% | 116 | -87 | -0.18% | Q1 2026 | Apr 30, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 53,252 | 2,035 | 2.63% | 2.63% | 117 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Encompass More Asset Management | History | Added to | 44,059 | 1,923 | 0.32% | 0.22% | 118 | +12,985 | 41.79% | Q1 2026 | Apr 28, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 42,876 | 1,871 | 0.47% | 0.4% | 119 | -2,882 | -6.3% | Q1 2026 | Apr 30, 2026 |
| Walker Asset Management, LLC | History | Added to | 42,734 | 1,865 | 1.01% | 0.87% | 120 | +102 | 0.24% | Q1 2026 | Apr 24, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 41,003 | 1,799 | 0.12% | 0.1% | 121 | +160 | 0.39% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 40,745 | 1,778 | 0.09% | 0.08% | 122 | +634 | 1.58% | Q1 2026 | Apr 23, 2026 |
| MOTCO | History | Reduced | 40,281 | 1,758 | 0.16% | 0.14% | 123 | -6 | -0.01% | Q1 2026 | Apr 22, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 39,222 | 1,712 | 0.35% | 0.31% | 124 | +257 | 0.66% | Q1 2026 | Apr 24, 2026 |
| MGB Wealth Management, LLC | History | No change | 43,398 | 1,644 | 0.47% | 0.47% | 125 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 35,717 | 1,559 | 0.02% | 0.01% | 126 | +5,022 | 16.36% | Q1 2026 | Apr 20, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 33,199 | 1,458 | 0.4% | 0.45% | 127 | -7,371 | -18.17% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 33,207 | 1,449 | 0.01% | 0.01% | 128 | +8,869 | 36.44% | Q1 2026 | May 08, 2026 |
| Quadrature Capital Ltd | History | Added to | 32,838 | 1,433 | 0.02% | 0.0% | 129 | +26,998 | 462.29% | Q1 2026 | May 15, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 31,925 | 1,393 | 1.44% | 1.26% | 130 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 31,609 | 1,380 | 0.97% | 0.85% | 131 | -76 | -0.24% | Q1 2026 | Apr 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 31,261 | 1,364 | 0.0% | 0.0% | 132 | +18,790 | 150.67% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 31,139 | 1,359 | 0.0% | 0.0% | 133 | +823 | 2.71% | Q1 2026 | Apr 27, 2026 |
| Betterment LLC | History | Reduced | 28,773 | 1,256 | 0.0% | 0.0% | 134 | -11,772 | -29.03% | Q1 2026 | May 14, 2026 |
| Inscription Capital, LLC | History | Added to | 28,548 | 1,246 | 0.13% | 0.11% | 135 | +1,016 | 3.69% | Q1 2026 | Apr 20, 2026 |
| Tandem Financial, LLC | History | Added to | 28,352 | 1,237 | 0.39% | 1.09% | 136 | +2,814 | 11.02% | Q1 2026 | May 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 27,869 | 1,216 | 0.02% | 0.02% | 137 | -26 | -0.09% | Q1 2026 | Apr 15, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 27,596 | 1,204 | 0.52% | 0.44% | 138 | +178 | 0.65% | Q1 2026 | Apr 30, 2026 |
| 360 Financial, Inc. | History | Added to | 27,569 | 1,203 | 0.36% | 0.22% | 139 | +8,370 | 43.6% | Q1 2026 | May 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 27,476 | 1,199 | 0.03% | 0.02% | 140 | +3,300 | 13.65% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 27,127 | 1,169 | 0.02% | 0.02% | 141 | +3,840 | 16.49% | Q1 2026 | Apr 20, 2026 |
| Arvest Bank Trust Division | History | Reduced | 26,237 | 1,145 | 0.06% | 0.07% | 142 | -6,856 | -20.72% | Q1 2026 | May 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 29,449 | 1,115 | 0.07% | 0.07% | 143 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 25,398 | 1,108 | 0.06% | 0.05% | 144 | +92 | 0.36% | Q1 2026 | May 11, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 25,039 | 1,093 | 0.21% | 0.19% | 145 | -649 | -2.53% | Q1 2026 | May 12, 2026 |
| Worthington Financial Partners, LLC | History | Added to | 24,692 | 1,078 | 0.93% | 0.76% | 146 | +2,017 | 8.9% | Q1 2026 | Apr 21, 2026 |
| GTS SECURITIES LLC | History | New | 24,198 | 1,056 | 0.04% | — | 147 | +24,198 | New | Q1 2026 | May 14, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 23,889 | 1,042 | 0.03% | 0.05% | 148 | -22,566 | -48.58% | Q1 2026 | May 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 23,837 | 1,040 | 0.08% | 0.06% | 149 | +538 | 2.31% | Q1 2026 | Apr 20, 2026 |
| Magnus Financial Group LLC | History | Reduced | 23,674 | 1,033 | 0.08% | 0.07% | 150 | -8 | -0.03% | Q1 2026 | Apr 10, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 23,615 | 1,031 | 0.41% | 0.37% | 151 | +102 | 0.43% | Q1 2026 | Apr 21, 2026 |
| G&S Capital LLC | History | Reduced | 23,071 | 1,007 | 0.35% | 0.33% | 152 | -1,372 | -5.61% | Q1 2026 | Apr 07, 2026 |
| Objective Capital Management, LLC | History | Added to | 22,909 | 1,000 | 1.01% | 0.88% | 153 | +8 | 0.03% | Q1 2026 | May 04, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 22,775 | 994 | 0.06% | 0.03% | 154 | +11,643 | 104.59% | Q1 2026 | May 15, 2026 |
| TCFG Investment Advisors, LLC | History | New | 22,720 | 991 | 0.37% | — | 156 | +22,720 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 22,720 | 991 | 0.37% | 0.33% | 155 | +93 | 0.41% | Q1 2026 | Apr 23, 2026 |
| Capital Analysts, LLC | History | Added to | 22,164 | 967 | 0.03% | 0.02% | 157 | +683 | 3.18% | Q1 2026 | May 14, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 21,865 | 954 | 0.08% | 0.07% | 158 | -456 | -2.04% | Q1 2026 | May 07, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 21,176 | 924 | 0.31% | 0.27% | 159 | -576 | -2.65% | Q1 2026 | Apr 22, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 20,851 | 910 | 0.07% | 0.06% | 160 | -19 | -0.09% | Q1 2026 | May 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 20,366 | 889 | 0.01% | — | 161 | +20,366 | New | Q1 2026 | May 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 20,145 | 879 | 0.07% | 0.05% | 162 | +1,757 | 9.56% | Q1 2026 | Apr 08, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 19,991 | 872 | 0.74% | 0.59% | 163 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Americana Partners, LLC | History | Added to | 19,827 | 865 | 0.02% | 0.02% | 164 | +3,810 | 23.79% | Q1 2026 | May 12, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 19,793 | 864 | 0.24% | 0.19% | 165 | +1,954 | 10.95% | Q1 2026 | May 12, 2026 |
| Next Capital Management LLC | History | Added to | 19,753 | 862 | 0.26% | 0.23% | 166 | +408 | 2.11% | Q1 2026 | May 07, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 19,555 | 853 | 0.77% | 0.54% | 167 | +4,965 | 34.03% | Q1 2026 | May 05, 2026 |
| Visionary Wealth Advisors | History | Added to | 19,160 | 836 | 0.04% | 0.03% | 168 | +716 | 3.88% | Q1 2026 | May 13, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 19,102 | 834 | 0.13% | 0.11% | 169 | +39 | 0.2% | Q1 2026 | Apr 14, 2026 |
| Keystone Financial Group | History | Added to | 18,537 | 809 | 0.06% | 0.05% | 170 | +137 | 0.74% | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 18,435 | 804 | 0.04% | 0.03% | 171 | -548 | -2.89% | Q1 2026 | Apr 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 18,121 | 791 | 0.0% | 0.0% | 172 | -510 | -2.74% | Q1 2026 | Apr 29, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 17,963 | 784 | 0.64% | 0.57% | 173 | -817 | -4.35% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 17,857 | 779 | 0.01% | 0.01% | 174 | +2 | 0.01% | Q1 2026 | Apr 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 17,523 | 765 | 0.01% | 0.01% | 175 | +4,873 | 38.52% | Q1 2026 | Apr 23, 2026 |
| Ancora Advisors LLC | History | Added to | 17,543 | 765 | 0.02% | 0.01% | 176 | +1,205 | 7.38% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 17,457 | 759 | 0.04% | 0.04% | 177 | -7,820 | -30.94% | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | Reduced | 17,303 | 755 | 0.03% | 0.04% | 178 | -92 | -0.53% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Reduced | 17,252 | 753 | 0.0% | 0.01% | 179 | -90,180 | -83.94% | Q1 2026 | May 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 17,000 | 742 | 0.05% | 0.02% | 180 | +8,383 | 97.28% | Q1 2026 | Apr 27, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 16,855 | 735 | 0.5% | 0.41% | 181 | +1,404 | 9.09% | Q1 2026 | Apr 20, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 16,794 | 733 | 0.27% | 0.26% | 182 | -1,536 | -8.38% | Q1 2026 | Apr 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 16,682 | 728 | 0.0% | 0.0% | 183 | -249 | -1.47% | Q1 2026 | May 08, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 16,588 | 724 | 0.08% | 0.08% | 184 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Advisors, LLC | History | New | 16,193 | 706 | 0.09% | — | 185 | +16,193 | New | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 16,050 | 698 | 0.01% | 0.01% | 186 | -915 | -5.39% | Q1 2026 | Apr 07, 2026 |
| Asset One Wealth Management LLC | History | Added to | 16,309 | 698 | 0.08% | 0.09% | 187 | +94 | 0.58% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Reduced | 15,670 | 684 | 0.0% | 0.0% | 188 | -3,030 | -16.2% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 15,529 | 678 | 0.02% | 0.02% | 189 | +6,555 | 73.04% | Q1 2026 | May 19, 2026 |
| Lido Advisors, LLC | History | Added to | 15,526 | 677 | 0.0% | 0.0% | 190 | +85 | 0.55% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 15,317 | 668 | 0.02% | 0.01% | 191 | +9,164 | 148.94% | Q1 2026 | May 15, 2026 |
| Peak Planning Group, LLC | History | Added to | 15,290 | 667 | 0.18% | 0.16% | 192 | +28 | 0.18% | Q1 2026 | Apr 22, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 15,067 | 657 | 0.42% | 0.39% | 193 | -277 | -1.81% | Q1 2026 | Apr 10, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 14,875 | 649 | 0.04% | 0.03% | 194 | -300 | -1.98% | Q1 2026 | May 14, 2026 |
| Aspen Investment Management Inc | History | No change | 14,670 | 640 | 0.2% | 0.17% | 195 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 14,391 | 628 | 0.22% | 0.18% | 196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 16,552 | 626 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 14,260 | 622 | 0.0% | 0.0% | 198 | +2,246 | 18.69% | Q1 2026 | May 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 14,257 | 622 | 0.07% | 0.06% | 199 | -34 | -0.24% | Q1 2026 | Apr 16, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 14,191 | 619 | 0.22% | 0.17% | 200 | -196 | -1.36% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 14,081 | 616 | 0.0% | 0.0% | 202 | -3,461 | -19.73% | Q1 2026 | Apr 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 14,109 | 616 | 0.0% | 0.0% | 201 | +430 | 3.14% | Q1 2026 | May 13, 2026 |
| GM Advisory Group, LLC | History | Added to | 14,064 | 614 | 0.02% | 0.01% | 203 | +4,680 | 49.87% | Q1 2026 | Apr 28, 2026 |
| Sovran Advisors, LLC | History | Added to | 13,726 | 613 | 0.05% | 0.05% | 204 | +142 | 1.05% | Q1 2026 | May 01, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 14,030 | 612 | 0.04% | 0.03% | 205 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 13,800 | 602 | 0.03% | 0.03% | 206 | +6,900 | 100.0% | Q1 2026 | Apr 22, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 13,767 | 601 | 0.18% | 0.11% | 207 | -289 | -2.06% | Q1 2026 | May 12, 2026 |
| Moors & Cabot, Inc. | History | Added to | 13,211 | 576 | 0.02% | 0.02% | 208 | +360 | 2.8% | Q1 2026 | May 08, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Reduced | 13,151 | 574 | 0.28% | 0.26% | 209 | -137 | -1.03% | Q1 2026 | May 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 13,129 | 573 | 0.04% | 0.03% | 210 | +2 | 0.02% | Q1 2026 | May 05, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 13,086 | 571 | 0.03% | 0.02% | 211 | +1,789 | 15.84% | Q1 2026 | May 15, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 13,050 | 569 | 0.24% | 0.23% | 212 | -3,399 | -20.66% | Q1 2026 | May 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 15,000 | 568 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 12,999 | 567 | 0.02% | 0.02% | 214 | -639 | -4.69% | Q1 2026 | May 13, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 12,793 | 558 | 0.06% | 0.04% | 215 | +2,945 | 29.9% | Q1 2026 | Apr 29, 2026 |
| Wedmont Private Capital | History | Added to | 12,646 | 557 | 0.02% | 0.02% | 216 | +86 | 0.68% | Q1 2026 | Apr 09, 2026 |
| HRT FINANCIAL LP | History | Reduced | 12,714 | 555 | 0.0% | 0.0% | 217 | -1,209 | -8.68% | Q1 2026 | May 14, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 12,698 | 554 | 0.14% | 0.12% | 218 | +1,039 | 8.91% | Q1 2026 | Apr 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 12,598 | 550 | 0.0% | 0.0% | 219 | +5,764 | 84.34% | Q1 2026 | Apr 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 12,620 | 550 | 0.0% | 0.0% | 220 | +1,608 | 14.6% | Q1 2026 | May 15, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 12,564 | 548 | 0.13% | 0.12% | 221 | -1,190 | -8.65% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 12,500 | 545 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 12,393 | 541 | 0.01% | 0.01% | 223 | -699 | -5.34% | Q1 2026 | Apr 13, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 12,413 | 541 | 0.2% | 0.17% | 224 | +50 | 0.4% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 12,292 | 536 | 0.03% | 0.04% | 225 | -11,254 | -47.8% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Reduced | 12,215 | 533 | 0.0% | 0.0% | 226 | -87 | -0.71% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Added to | 12,033 | 525 | 0.0% | 0.0% | 227 | +54 | 0.45% | Q1 2026 | May 15, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 11,800 | 515 | 0.34% | 0.29% | 228 | +258 | 2.24% | Q1 2026 | May 13, 2026 |
| 10Elms LLP | History | Added to | 11,743 | 512 | 0.32% | 0.39% | 229 | +400 | 3.53% | Q1 2026 | May 15, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 11,580 | 507 | 0.11% | 0.1% | 230 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Retirement Planning Group, LLC | History | New | 11,437 | 499 | 0.02% | — | 231 | +11,437 | New | Q1 2026 | May 04, 2026 |
| Compound Planning, Inc. | History | Added to | 11,141 | 486 | 0.01% | 0.01% | 232 | +325 | 3.0% | Q1 2026 | May 14, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 11,003 | 480 | 0.31% | 0.25% | 233 | +1,164 | 11.83% | Q1 2026 | Apr 14, 2026 |
| ProVise Management Group, LLC | History | No change | 10,644 | 464 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ballew Advisors, Inc | History | Reduced | 10,454 | 462 | 0.26% | 0.23% | 235 | -201 | -1.89% | Q1 2026 | Apr 10, 2026 |
| MTM Investment Management, LLC | History | No change | 10,477 | 457 | 0.14% | 0.13% | 236 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 10,246 | 447 | 0.0% | — | 237 | +10,246 | New | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 9,990 | 436 | 0.0% | 0.0% | 238 | +983 | 10.91% | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 9,917 | 432 | 0.14% | 0.12% | 239 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Allworth Financial LP | History | Reduced | 9,866 | 430 | 0.0% | 0.0% | 240 | -59 | -0.59% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 9,771 | 426 | 0.01% | 0.01% | 241 | +693 | 7.63% | Q1 2026 | May 04, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 9,756 | 425 | 0.03% | 0.02% | 242 | +3 | 0.03% | Q1 2026 | Apr 27, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 9,690 | 423 | 0.05% | 0.04% | 243 | +1,390 | 16.75% | Q1 2026 | Apr 07, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Added to | 9,677 | 422 | 0.15% | 0.12% | 244 | +248 | 2.63% | Q1 2026 | Apr 16, 2026 |
| CHOREO, LLC | History | Added to | 9,582 | 418 | 0.01% | 0.0% | 245 | +79 | 0.83% | Q1 2026 | May 12, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 9,414 | 411 | 0.09% | 0.08% | 246 | -160 | -1.67% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 9,322 | 406 | 0.0% | — | 247 | +9,322 | New | Q1 2026 | May 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 8,860 | 386 | 0.08% | 0.07% | 248 | -38 | -0.43% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Added to | 8,715 | 380 | 0.01% | 0.0% | 249 | +1,161 | 15.37% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 8,507 | 371 | 0.01% | 0.01% | 250 | +4 | 0.05% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,408 | 367 | 0.0% | 0.0% | 251 | +200 | 2.44% | Q1 2026 | May 08, 2026 |
| Risk Paradigm Group, LLC | History | Reduced | 8,248 | 360 | 0.31% | 0.31% | 252 | -160 | -1.9% | Q1 2026 | May 14, 2026 |
| Intrua Financial, LLC | History | No change | 8,239 | 359 | 0.04% | 0.03% | 253 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 8,064 | 352 | 0.01% | 0.0% | 254 | +706 | 9.59% | Q1 2026 | Apr 22, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 7,958 | 347 | 0.04% | — | 256 | +7,958 | New | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 7,961 | 347 | 0.0% | 0.0% | 255 | -178 | -2.19% | Q1 2026 | Apr 28, 2026 |
| Quantinno Capital Management LP | History | New | 7,866 | 343 | 0.0% | — | 258 | +7,866 | New | Q1 2026 | May 15, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 7,873 | 343 | 0.13% | 0.11% | 257 | -159 | -1.98% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Added to | 7,818 | 341 | 0.0% | 0.0% | 259 | +637 | 8.87% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 7,520 | 328 | 0.0% | 0.0% | 260 | +102 | 1.38% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | Reduced | 7,507 | 327 | 0.06% | 0.13% | 261 | -11,250 | -59.98% | Q1 2026 | Apr 03, 2026 |
| Essex Financial Services, Inc. | History | Added to | 7,398 | 322 | 0.02% | 0.01% | 262 | +1,645 | 28.59% | Q1 2026 | Apr 24, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 7,300 | 319 | 0.01% | 0.01% | 263 | +141 | 1.97% | Q1 2026 | Apr 21, 2026 |
| Composition Wealth, LLC | History | Added to | 7,297 | 318 | 0.0% | 0.0% | 264 | +42 | 0.58% | Q1 2026 | Apr 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 7,200 | 314 | 0.04% | — | 265 | +7,200 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,112 | 310 | 0.03% | 0.02% | 266 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 7,020 | 306 | 0.05% | 0.05% | 267 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Belpointe Asset Management LLC | History | New | 6,920 | 302 | 0.01% | — | 268 | +6,920 | New | Q1 2026 | Apr 28, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | New | 6,877 | 299 | 0.04% | — | 270 | +6,877 | New | Q1 2026 | May 15, 2026 |
| Artemis Wealth Advisors, LLC | History | Added to | 6,853 | 299 | 0.05% | 0.04% | 269 | +46 | 0.68% | Q1 2026 | May 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 6,811 | 297 | 0.14% | 0.13% | 271 | +31 | 0.46% | Q1 2026 | May 08, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 6,775 | 295 | 0.03% | 0.02% | 272 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,780 | 294 | 0.02% | 0.02% | 273 | -5 | -0.07% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 6,590 | 287 | 0.0% | 0.0% | 274 | +1,043 | 18.8% | Q1 2026 | May 11, 2026 |
| Beck Bode, LLC | History | Added to | 6,549 | 285 | 0.05% | 0.04% | 275 | +43 | 0.66% | Q1 2026 | May 07, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 6,506 | 284 | 0.14% | 0.11% | 276 | +29 | 0.45% | Q1 2026 | Apr 15, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 6,464 | 282 | 0.06% | 0.07% | 277 | -3,012 | -31.79% | Q1 2026 | May 14, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | No change | 6,387 | 278 | 0.15% | 0.13% | 278 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,359 | 277 | 0.01% | 0.0% | 279 | -291 | -4.38% | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 6,297 | 274 | 0.0% | 0.0% | 280 | -2,006 | -24.16% | Q1 2026 | Apr 15, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 6,238 | 272 | 0.12% | 0.1% | 281 | +289 | 4.86% | Q1 2026 | May 08, 2026 |
| Clark Asset Management, LLC | History | No change | 6,119 | 267 | 0.03% | 0.02% | 282 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 6,083 | 265 | 0.03% | 0.06% | 283 | -8,514 | -58.33% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Added to | 6,067 | 264 | 0.0% | 0.0% | 284 | +67 | 1.12% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 6,000 | 261 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 5,934 | 259 | 0.0% | 0.0% | 286 | +19 | 0.32% | Q1 2026 | May 15, 2026 |
| Harvest Investment Services, LLC | History | Added to | 5,898 | 257 | 0.05% | 0.04% | 287 | +11 | 0.19% | Q1 2026 | May 14, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 5,900 | 257 | 0.17% | 0.14% | 288 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ardent Capital Management, Inc. | History | No change | 5,870 | 256 | 0.11% | 0.09% | 289 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,837 | 254 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 5,781 | 252 | 0.01% | 0.01% | 291 | -100 | -1.7% | Q1 2026 | Apr 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 5,785 | 252 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 5,727 | 250 | 0.0% | — | 293 | +5,727 | New | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,663 | 247 | 0.0% | 0.0% | 294 | -700 | -11.0% | Q1 2026 | May 11, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 5,636 | 246 | 0.05% | 0.05% | 295 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Avior Wealth Management, LLC | History | New | 5,595 | 244 | 0.01% | — | 296 | +5,595 | New | Q1 2026 | Apr 09, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 5,568 | 243 | 0.14% | 0.1% | 297 | -66 | -1.17% | Q1 2026 | May 04, 2026 |
| Allen Capital Group, LLC | History | No change | 5,516 | 240 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| HighPoint Advisor Group LLC | History | New | 5,496 | 239 | 0.01% | — | 299 | +5,496 | New | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 5,469 | 238 | 0.04% | 0.04% | 300 | -252 | -4.4% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,404 | 235 | 0.0% | — | 301 | +5,404 | New | Q1 2026 | May 14, 2026 |
| Inspire Advisors, LLC | History | New | 5,387 | 235 | 0.02% | — | 302 | +5,387 | New | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | New | 5,332 | 232 | 0.0% | — | 303 | +5,332 | New | Q1 2026 | May 01, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 5,286 | 230 | 0.03% | 0.03% | 304 | -136 | -2.51% | Q1 2026 | Apr 09, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 5,230 | 228 | 0.07% | 0.07% | 305 | -571 | -9.84% | Q1 2026 | May 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 5,173 | 225 | 0.01% | — | 306 | +5,173 | New | Q1 2026 | Apr 28, 2026 |
| RFG Advisory, LLC | History | New | 5,132 | 224 | 0.0% | — | 307 | +5,132 | New | Q1 2026 | Apr 17, 2026 |
| GAMMA Investing LLC | History | No change | 4,948 | 216 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 4,924 | 214 | 0.0% | — | 310 | +4,924 | New | Q1 2026 | Apr 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 4,923 | 214 | 0.01% | — | 309 | +4,923 | New | Q1 2026 | May 11, 2026 |
| DDD Partners, LLC | History | New | 4,826 | 210 | 0.01% | — | 311 | +4,826 | New | Q1 2026 | Apr 28, 2026 |
| Greenwich Wealth Management LLC | History | New | 4,795 | 209 | 0.01% | — | 312 | +4,795 | New | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4,321 | 188 | 0.01% | 0.01% | 313 | -530 | -10.93% | Q1 2026 | Apr 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 3,674 | 160 | 0.01% | 0.01% | 314 | +134 | 3.79% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Added to | 3,687 | 160 | 0.01% | 0.0% | 315 | +9 | 0.24% | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | Added to | 3,642 | 159 | 0.06% | 0.05% | 316 | +143 | 4.09% | Q1 2026 | Apr 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,420 | 149 | 0.0% | 0.0% | 317 | +125 | 3.79% | Q1 2026 | May 13, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Reduced | 3,152 | 137 | 0.21% | 0.18% | 318 | -153 | -4.63% | Q1 2026 | May 01, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 3,094 | 135 | 0.04% | 0.04% | 319 | +11 | 0.36% | Q1 2026 | Apr 24, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,734 | 119 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clearstead Trust, LLC | History | Reduced | 2,628 | 114 | 0.02% | 0.02% | 321 | -372 | -12.4% | Q1 2026 | May 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 2,596 | 113 | 0.01% | — | 322 | +2,596 | New | Q1 2026 | May 18, 2026 |
| BlackRock, Inc. | History | New | 2,560 | 111 | 0.0% | — | 323 | +2,560 | New | Q1 2026 | May 13, 2026 |
| Holos Integrated Wealth LLC | History | New | 2,365 | 104 | 0.05% | — | 324 | +2,365 | New | Q1 2026 | Apr 08, 2026 |
| Integrity Financial Corp /WA | History | Added to | 2,362 | 103 | 0.05% | 0.05% | 325 | +1 | 0.04% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | No change | 2,260 | 98 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 2,188 | 95 | 0.08% | 0.07% | 327 | -215 | -8.95% | Q1 2026 | Apr 21, 2026 |
| CX Institutional | History | Added to | 2,056 | 90 | 0.0% | 0.0% | 329 | +192 | 10.3% | Q1 2026 | Apr 06, 2026 |
| EASTERN BANK | History | No change | 2,080 | 90 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Clearstead Advisors, LLC | History | New | 2,001 | 87 | 0.0% | — | 330 | +2,001 | New | Q1 2026 | May 06, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 1,900 | 82 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,800 | 78 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Opal Wealth Advisors, LLC | History | New | 1,696 | 74 | 0.02% | — | 333 | +1,696 | New | Q1 2026 | Apr 14, 2026 |
| Versant Capital Management, Inc | History | No change | 1,693 | 73 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Hoese & Co LLP | History | No change | 1,685 | 73 | 0.05% | 0.04% | 335 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,606 | 70 | 0.01% | 0.01% | 336 | -265 | -14.16% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,600 | 69 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 1,567 | 68 | 0.0% | — | 338 | +1,567 | New | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | Added to | 1,535 | 67 | 0.0% | 0.0% | 339 | +1,276 | 492.66% | Q1 2026 | May 15, 2026 |
| Solstein Capital, LLC | History | No change | 1,317 | 57 | 0.02% | 0.02% | 340 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,197 | 52 | 0.0% | 0.0% | 341 | +8 | 0.67% | Q1 2026 | Apr 17, 2026 |
| Truvestments Capital LLC | History | Added to | 1,081 | 47 | 0.01% | 0.0% | 342 | +515 | 90.99% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,000 | 43 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,006 | 43 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Parallel Advisors, LLC | History | No change | 1,000 | 43 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| ASSETMARK, INC | History | No change | 972 | 42 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BESSEMER GROUP INC | History | New | 940 | 41 | 0.0% | — | 349 | +940 | New | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | No change | 952 | 41 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 955 | 41 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 922 | 40 | 0.02% | 0.01% | 350 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Root Financial Partners, LLC | History | No change | 925 | 40 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| US BANCORP \DE\ | History | Added to | 901 | 39 | 0.0% | 0.0% | 352 | +285 | 46.27% | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 897 | 39 | 0.01% | 0.0% | 353 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 882 | 38 | 0.01% | 0.01% | 354 | +3 | 0.34% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 792 | 34 | 0.0% | 0.11% | 355 | -84,026 | -99.07% | Q1 2026 | Apr 07, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 735 | 32 | 0.01% | 0.0% | 356 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Decker Retirement Planning Inc. | History | No change | 717 | 31 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SHP Wealth Management | History | New | 709 | 30 | 0.0% | — | 360 | +709 | New | Q1 2026 | May 08, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 690 | 30 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 702 | 30 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 630 | 27 | 0.0% | 0.0% | 361 | +282 | 81.03% | Q1 2026 | Apr 27, 2026 |
| CITY HOLDING CO | History | Reduced | 600 | 26 | 0.0% | 0.0% | 362 | -200 | -25.0% | Q1 2026 | Apr 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 545 | 23 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 503 | 21 | 0.0% | — | 365 | +503 | New | Q1 2026 | Apr 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 500 | 21 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 450 | 19 | 0.0% | 0.0% | 366 | +3 | 0.67% | Q1 2026 | Apr 28, 2026 |
| Key FInancial Inc | History | No change | 408 | 17 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 438 | 16 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 328 | 14 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 280 | 12 | 0.0% | 0.0% | 371 | +2 | 0.72% | Q1 2026 | Apr 28, 2026 |
| Salomon & Ludwin, LLC | History | No change | 275 | 12 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 250 | 11 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Spire Wealth Management | History | New | 241 | 10 | 0.0% | — | 373 | +241 | New | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | Added to | 218 | 9 | 0.0% | 0.0% | 374 | +18 | 9.0% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | No change | 219 | 9 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 205 | 8 | 0.0% | 0.0% | 377 | +1 | 0.49% | Q1 2026 | Apr 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 190 | 8 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Private Wealth Asset Management, LLC | History | New | 183 | 7 | 0.0% | — | 379 | +183 | New | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 161 | 7 | 0.0% | 0.0% | 378 | -22 | -12.02% | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 150 | 6 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Caitlin John, LLC | History | No change | 159 | 6 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | New | 125 | 5 | 0.0% | — | 383 | +125 | New | Q1 2026 | Apr 13, 2026 |
| Rossby Financial, LCC | History | No change | 132 | 5 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | Reduced | 114 | 4 | 0.0% | 0.0% | 384 | -248 | -68.51% | Q1 2026 | May 08, 2026 |
| Dunhill Financial, LLC | History | New | 101 | 4 | 0.0% | — | 386 | +101 | New | Q1 2026 | May 06, 2026 |
| Park Place Capital Corp | History | New | 101 | 4 | 0.0% | — | 387 | +101 | New | Q1 2026 | Apr 09, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 106 | 4 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 77 | 3 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | New | 54 | 2 | 0.0% | — | 391 | +54 | New | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 47 | 2 | 0.0% | 0.0% | 390 | +24 | 104.35% | Q1 2026 | May 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 52 | 2 | 0.0% | 0.0% | 389 | -5 | -8.77% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 35 | 1 | 0.0% | — | 393 | +35 | New | Q1 2026 | May 12, 2026 |
| Signature Equity Partners, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Prasad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 2.25% | — | -222,641 | -100.0% | Q1 2026 | Apr 27, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.31% | — | -178,744 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ArchPoint Investors | History | Closed out | 0 | 0 | — | 0.64% | — | -71,081 | -100.0% | Q1 2026 | May 14, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 2.02% | — | -64,506 | -100.0% | Q1 2026 | May 20, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -41,590 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -29,254 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -27,185 | -100.0% | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -18,955 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Forefront Analytics, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -18,435 | -100.0% | Q1 2026 | May 13, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,298 | -100.0% | Q1 2026 | May 12, 2026 |
| SAXON INTERESTS, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -7,024 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,962 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,589 | -100.0% | Q1 2026 | May 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -825 | -100.0% | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -313 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -247 | -100.0% | Q1 2026 | May 15, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -208 | -100.0% | Q1 2026 | May 04, 2026 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BROOKFIELD Corp /ON/ | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q1 2026 | May 15, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q1 2026 | May 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Bancorp, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| New Millennium Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Motiv8 Investments LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |