FIRST TRUST EXCHANGE-TRADED FUND - FDL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 14,253,890 | 724,097 | 0.19% | 0.15% | 1 | +1,845,604 | 14.87% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 8,943,250 | 454,317 | 0.03% | 0.02% | 2 | +272,541 | 3.14% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 5,220,047 | 265,180 | 0.06% | 0.06% | 3 | -748,530 | -12.54% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 5,012,854 | 254,652 | 0.08% | 0.07% | 4 | -184,676 | -3.55% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,149,580 | 159,998 | 0.03% | 0.03% | 5 | -80,317 | -2.49% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,542,553 | 129,161 | 0.01% | 0.01% | 6 | -48,225 | -1.86% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,479,044 | 125,935 | 0.02% | 0.02% | 7 | -70,535 | -2.77% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 2,437,479 | 123,823 | 0.13% | 0.12% | 8 | -42,590 | -1.72% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 2,388,075 | 121,314 | 0.02% | 0.02% | 9 | +23,071 | 0.98% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,944,117 | 98,761 | 0.06% | 0.05% | 10 | +108,331 | 5.9% | Q1 2026 | May 07, 2026 |
| Csenge Advisory Group | History | Reduced | 1,570,369 | 79,774 | 3.65% | 3.79% | 11 | -317,232 | -16.81% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,489,366 | 75,664 | 0.11% | 0.1% | 12 | -7,772 | -0.52% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,419,817 | 72,126 | 0.02% | 0.02% | 13 | +93,008 | 7.01% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,425,963 | 71,812 | 0.03% | 0.03% | 14 | +335,480 | 30.76% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,247,273 | 63,361 | 0.16% | 0.14% | 15 | +40,363 | 3.34% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,236,399 | 62,808 | 0.06% | 0.07% | 16 | -511,802 | -29.28% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,219,939 | 61,972 | 0.29% | 0.25% | 17 | +34,464 | 2.91% | Q1 2026 | Apr 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,149,010 | 58,369 | 0.03% | 0.01% | 18 | +848,505 | 282.36% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 914,785 | 46,471 | 0.06% | 0.05% | 19 | +29,720 | 3.36% | Q1 2026 | Apr 27, 2026 |
| Rockport Wealth LLC | History | Reduced | 885,584 | 44,974 | 8.19% | 13.9% | 20 | -725,992 | -45.05% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 884,684 | 44,747 | 0.0% | 0.0% | 21 | +579,662 | 190.04% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 755,135 | 38,360 | 0.05% | 0.04% | 22 | +15,449 | 2.09% | Q1 2026 | Apr 27, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 738,221 | 37,501 | 3.57% | 3.29% | 23 | -2,576 | -0.35% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 696,641 | 35,389 | 0.13% | 0.09% | 24 | +219,965 | 46.15% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 657,281 | 33,390 | 0.08% | 0.07% | 25 | +2,413 | 0.37% | Q1 2026 | Apr 22, 2026 |
| Baird Financial Group, Inc. | History | Added to | 593,781 | 30,164 | 0.05% | 0.03% | 26 | +159,231 | 36.64% | Q1 2026 | May 14, 2026 |
| Southland Equity Partners LLC | History | Added to | 557,532 | 28,322 | 5.52% | 4.43% | 27 | +50,821 | 10.03% | Q1 2026 | Apr 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 542,724 | 27,570 | 0.34% | 0.3% | 28 | -6,041 | -1.1% | Q1 2026 | Apr 28, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 471,986 | 23,976 | 2.39% | 2.17% | 29 | -19,258 | -3.92% | Q1 2026 | Apr 30, 2026 |
| Investors Research Corp | History | Added to | 321,226 | 23,692 | 4.53% | 1.11% | 30 | +184,228 | 134.47% | Q1 2026 | Apr 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 445,083 | 22,610 | 0.35% | 0.31% | 31 | +101,032 | 29.37% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 441,547 | 22,430 | 0.14% | 0.11% | 32 | +42,785 | 10.73% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 437,696 | 22,277 | 0.11% | 0.09% | 33 | +71,275 | 19.45% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 432,371 | 21,964 | 0.02% | 0.02% | 34 | -729 | -0.17% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | Added to | 424,961 | 21,588 | 0.23% | 0.13% | 35 | +306,317 | 258.18% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 417,121 | 21,189 | 0.0% | 0.0% | 36 | +160,152 | 62.32% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 394,636 | 20,047 | 0.27% | 0.04% | 37 | +325,573 | 471.41% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 363,830 | 18,482 | 0.2% | 0.16% | 38 | +100,005 | 37.91% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 330,271 | 16,777 | 0.31% | 0.19% | 39 | +102,602 | 45.07% | Q1 2026 | Apr 17, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 315,646 | 16,034 | 3.08% | 2.93% | 40 | -37,187 | -10.54% | Q1 2026 | Apr 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 302,261 | 15,354 | 0.08% | 0.04% | 41 | +127,276 | 72.74% | Q1 2026 | May 08, 2026 |
| HC Advisors, LLC | History | Reduced | 292,704 | 14,869 | 9.95% | 9.24% | 42 | -8,405 | -2.79% | Q1 2026 | May 05, 2026 |
| Del-Sette Capital Management, LLC | History | Added to | 286,124 | 14,535 | 8.7% | 7.34% | 43 | +17,839 | 6.65% | Q1 2026 | May 04, 2026 |
| Center for Wealth Management Advisory | History | Reduced | 284,409 | 14,447 | 10.4% | 9.31% | 44 | -601 | -0.21% | Q1 2026 | Apr 24, 2026 |
| Equitable Holdings, Inc. | History | Added to | 314,147 | 13,932 | 0.09% | 0.07% | 45 | +82,033 | 35.34% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 274,094 | 13,923 | 1.51% | 1.5% | 46 | -29,360 | -9.68% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 270,485 | 13,740 | 0.02% | 0.02% | 47 | -9,923 | -3.54% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 260,490 | 13,232 | 0.02% | 0.01% | 48 | -3,851 | -1.46% | Q1 2026 | May 13, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 256,650 | 13,037 | 1.85% | 1.46% | 49 | +26,209 | 11.37% | Q1 2026 | May 26, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 254,424 | 12,920 | 0.67% | 0.5% | 50 | +38,249 | 17.69% | Q1 2026 | May 15, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 253,181 | 12,861 | 2.53% | 2.65% | 51 | -53,518 | -17.45% | Q1 2026 | Apr 07, 2026 |
| McAdam, LLC | History | Added to | 252,802 | 12,842 | 0.58% | 0.51% | 52 | +3,630 | 1.46% | Q1 2026 | May 08, 2026 |
| Next Level Private LLC | History | Reduced | 251,817 | 12,792 | 2.89% | 2.93% | 53 | -176 | -0.07% | Q1 2026 | Apr 23, 2026 |
| Prospera Financial Services Inc | History | Reduced | 246,349 | 12,527 | 0.2% | 0.23% | 54 | -76,166 | -23.62% | Q1 2026 | Apr 14, 2026 |
| Keeler Thomas Management LLC | History | New | 235,888 | 11,983 | 5.07% | — | 55 | +235,888 | New | Q1 2026 | May 11, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 233,339 | 11,853 | 1.78% | 1.54% | 56 | -3,975 | -1.67% | Q1 2026 | Apr 29, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 200,492 | 10,181 | 0.01% | 0.01% | 57 | +1,105 | 0.55% | Q1 2026 | May 13, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 187,141 | 9,506 | 3.35% | 1.72% | 58 | -1,500 | -0.8% | Q1 2026 | May 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 186,152 | 9,456 | 0.37% | 0.43% | 59 | +99,006 | 113.61% | Q1 2026 | May 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 182,600 | 9,276 | 3.15% | 2.71% | 60 | +3,109 | 1.73% | Q1 2026 | Apr 09, 2026 |
| Allworth Financial LP | History | Added to | 176,457 | 8,964 | 0.04% | 0.03% | 61 | +592 | 0.34% | Q1 2026 | May 14, 2026 |
| Randall & Associates Wealth Management | History | Reduced | 172,881 | 8,782 | 5.92% | 5.63% | 62 | -10,452 | -5.7% | Q1 2026 | Apr 20, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 169,708 | 8,621 | 3.78% | 3.25% | 63 | -4,816 | -2.76% | Q1 2026 | May 05, 2026 |
| Compass Financial Services Inc | History | Added to | 165,278 | 8,396 | 3.64% | 2.6% | 64 | +29,123 | 21.39% | Q1 2026 | May 01, 2026 |
| Leelyn Smith, LLC | History | Added to | 160,776 | 8,167 | 1.15% | 1.01% | 65 | +3,517 | 2.24% | Q1 2026 | Apr 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 158,536 | 8,053 | 0.45% | 0.41% | 66 | -6,024 | -3.66% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Added to | 158,446 | 8,049 | 0.23% | 0.2% | 67 | +4,974 | 3.24% | Q1 2026 | May 13, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 156,256 | 7,937 | 1.49% | 1.37% | 68 | +78,143 | 100.04% | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 151,311 | 7,601 | 0.07% | 0.07% | 69 | +11,301 | 8.07% | Q1 2026 | Apr 07, 2026 |
| Avior Wealth Management, LLC | History | Added to | 148,873 | 7,562 | 0.21% | 0.01% | 70 | +139,600 | 1505.45% | Q1 2026 | Apr 09, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 145,892 | 7,411 | 0.33% | 0.27% | 71 | +12,068 | 9.02% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 143,493 | 7,289 | 0.04% | 0.01% | 72 | +98,189 | 216.73% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Reduced | 138,201 | 7,020 | 0.0% | 0.01% | 73 | -20,931 | -13.15% | Q1 2026 | May 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 155,698 | 6,903 | 0.54% | 0.54% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 136,962 | 6,880 | 0.48% | 0.39% | 75 | +6,939 | 5.34% | Q1 2026 | May 01, 2026 |
| Harvest Investment Services, LLC | History | Added to | 131,045 | 6,657 | 1.22% | 1.09% | 76 | +379 | 0.29% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 129,212 | 6,563 | 0.05% | 0.03% | 77 | +78,753 | 156.07% | Q1 2026 | May 15, 2026 |
| Hidden Cove Wealth Management, LLC | History | Added to | 128,463 | 6,525 | 4.19% | 1.95% | 78 | +60,569 | 89.21% | Q1 2026 | Apr 21, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 126,507 | 6,293 | 0.43% | 0.46% | 79 | -14,238 | -10.12% | Q1 2026 | Apr 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 123,445 | 6,216 | 0.01% | 0.01% | 80 | -45,004 | -26.72% | Q1 2026 | Apr 08, 2026 |
| HFG Advisors, Inc. | History | Added to | 122,254 | 6,210 | 4.37% | 3.86% | 81 | +2,128 | 1.77% | Q1 2026 | May 08, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 120,849 | 6,139 | 0.18% | 0.12% | 82 | +26,227 | 27.72% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 120,194 | 6,105 | 0.02% | 0.01% | 83 | -9,164 | -7.08% | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 120,014 | 6,096 | 0.16% | 0.09% | 84 | +37,673 | 45.75% | Q1 2026 | May 14, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 117,279 | 5,957 | 1.88% | 1.61% | 85 | +146 | 0.12% | Q1 2026 | Apr 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 115,549 | 5,869 | 0.06% | 0.06% | 86 | +575 | 0.5% | Q1 2026 | Apr 20, 2026 |
| One Capital Management, LLC | History | New | 109,559 | 5,565 | 0.15% | — | 87 | +109,559 | New | Q1 2026 | May 12, 2026 |
| Elevation Capital Advisory, LLC | History | New | 108,285 | 5,500 | 2.34% | — | 88 | +108,285 | New | Q1 2026 | May 08, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 106,278 | 5,386 | 0.89% | 0.33% | 89 | +65,287 | 159.27% | Q1 2026 | May 08, 2026 |
| OneAscent Financial Services LLC | History | Added to | 45,981 | 5,303 | 0.29% | 0.3% | 90 | +22,588 | 96.56% | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 102,202 | 5,191 | 0.06% | 0.06% | 91 | -49 | -0.05% | Q1 2026 | Apr 20, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 101,801 | 5,171 | 1.65% | 0.38% | 92 | +74,075 | 267.17% | Q1 2026 | Apr 21, 2026 |
| Sigma Planning Corp | History | Reduced | 96,955 | 4,925 | 0.14% | 0.13% | 93 | -12,698 | -11.58% | Q1 2026 | May 04, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 96,664 | 4,910 | 0.63% | 0.71% | 94 | -20,843 | -17.74% | Q1 2026 | Apr 27, 2026 |
| Maia Wealth LLC | History | Added to | 95,975 | 4,875 | 0.82% | 0.66% | 95 | +19,046 | 24.76% | Q1 2026 | May 08, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 95,163 | 4,834 | 4.76% | 4.05% | 96 | +1,916 | 2.05% | Q1 2026 | Apr 07, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 94,909 | 4,821 | 0.11% | 0.1% | 97 | -769 | -0.8% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 94,796 | 4,815 | 1.21% | 1.01% | 98 | -3,238 | -3.3% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 94,583 | 4,804 | 0.05% | 0.05% | 99 | +737 | 0.79% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 93,630 | 4,756 | 0.08% | 0.08% | 100 | +4,004 | 4.47% | Q1 2026 | May 18, 2026 |
| Fairvoy Private Wealth, LLC | History | New | 92,833 | 4,715 | 1.13% | — | 101 | +92,833 | New | Q1 2026 | Apr 20, 2026 |
| Oxford Wealth Group, LLC | History | New | 91,506 | 4,648 | 2.54% | — | 102 | +91,506 | New | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 90,575 | 4,601 | 0.06% | 0.06% | 103 | +217 | 0.24% | Q1 2026 | May 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 86,034 | 4,370 | 1.03% | 0.8% | 104 | +11,292 | 15.11% | Q1 2026 | Apr 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 84,935 | 4,314 | 0.01% | — | 105 | +84,935 | New | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 87,177 | 4,310 | 0.11% | 0.24% | 106 | -38,064 | -30.39% | Q1 2026 | May 14, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 84,707 | 4,303 | 1.09% | 1.09% | 107 | -1,867 | -2.16% | Q1 2026 | Apr 28, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 84,223 | 4,278 | 0.04% | 0.04% | 108 | -7,393 | -8.07% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 83,273 | 4,230 | 0.07% | 0.05% | 109 | +9,527 | 12.92% | Q1 2026 | Apr 27, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 81,869 | 4,158 | 3.0% | 2.6% | 110 | +1,834 | 2.29% | Q1 2026 | Apr 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 81,759 | 4,153 | 0.0% | 0.0% | 111 | +80,919 | 9633.21% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 80,176 | 4,072 | 0.05% | 0.05% | 112 | +2,071 | 2.65% | Q1 2026 | Apr 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 79,350 | 4,030 | 0.29% | 0.11% | 113 | +43,764 | 122.98% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Added to | 78,198 | 3,972 | 0.01% | 0.01% | 114 | +24,348 | 45.21% | Q1 2026 | May 14, 2026 |
| Asset One Wealth Management LLC | History | Added to | 77,200 | 3,831 | 0.42% | 0.33% | 115 | +27,350 | 54.86% | Q1 2026 | May 12, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 74,621 | 3,790 | 3.34% | 2.13% | 116 | +4,892 | 7.02% | Q1 2026 | May 04, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 73,717 | 3,712 | 0.33% | 0.3% | 117 | -670 | -0.9% | Q1 2026 | May 11, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 72,050 | 3,660 | 0.83% | 0.74% | 118 | -2,667 | -3.57% | Q1 2026 | Apr 15, 2026 |
| ROI Financial Advisors, LLC | History | Reduced | 71,726 | 3,643 | 2.18% | 1.85% | 119 | -991 | -1.36% | Q1 2026 | May 15, 2026 |
| SNS Financial Group, LLC | History | Reduced | 69,853 | 3,548 | 0.31% | 0.28% | 120 | -2,996 | -4.11% | Q1 2026 | Apr 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 69,131 | 3,511 | 0.05% | 0.05% | 121 | +602 | 0.88% | Q1 2026 | May 13, 2026 |
| Advisory Alpha, LLC | History | Added to | 68,549 | 3,482 | 0.1% | 0.03% | 122 | +40,254 | 142.27% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 67,320 | 3,419 | 0.21% | 0.15% | 123 | -721 | -1.06% | Q1 2026 | Apr 28, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 64,730 | 3,288 | 0.2% | 0.1% | 124 | +26,668 | 70.06% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 64,713 | 3,287 | 0.0% | 0.0% | 125 | +16,934 | 35.44% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 64,456 | 3,274 | 0.0% | 0.0% | 126 | +24,127 | 59.83% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 63,912 | 3,246 | 0.01% | — | 127 | +63,912 | New | Q1 2026 | May 01, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 63,825 | 3,242 | 0.02% | 0.02% | 128 | -10,412 | -14.03% | Q1 2026 | Apr 15, 2026 |
| US BANCORP \DE\ | History | Added to | 63,324 | 3,216 | 0.0% | 0.0% | 129 | +16,976 | 36.63% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 63,300 | 3,215 | 0.01% | 0.0% | 130 | +24,400 | 62.72% | Q1 2026 | May 14, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 62,247 | 3,162 | 1.26% | 1.14% | 131 | -1,069 | -1.69% | Q1 2026 | Apr 22, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 62,170 | 3,158 | 1.51% | 1.02% | 132 | +16,324 | 35.61% | Q1 2026 | May 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 62,090 | 3,154 | 0.02% | 0.01% | 133 | -20,248 | -24.59% | Q1 2026 | Apr 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 64,910 | 3,149 | 0.15% | 0.02% | 134 | -57,819 | -47.11% | Q1 2026 | May 15, 2026 |
| Forge Financial Services LLC | History | Reduced | 62,007 | 3,149 | 0.32% | 1.21% | 135 | -1,869 | -2.93% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 57,056 | 2,898 | 0.01% | 0.01% | 136 | +5,046 | 9.7% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 65,140 | 2,888 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 56,470 | 2,868 | 2.48% | 0.5% | 138 | +43,230 | 326.51% | Q1 2026 | May 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 55,858 | 2,837 | 0.13% | 0.09% | 139 | +13,463 | 31.76% | Q1 2026 | Apr 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 55,220 | 2,805 | 0.06% | 0.05% | 140 | +2,686 | 5.11% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 54,056 | 2,746 | 0.82% | 0.73% | 141 | -549 | -1.01% | Q1 2026 | May 08, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 53,919 | 2,739 | 0.29% | 0.23% | 142 | +2,105 | 4.06% | Q1 2026 | Apr 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 53,411 | 2,713 | 0.09% | 0.09% | 143 | -2,779 | -4.95% | Q1 2026 | May 07, 2026 |
| Balefire, LLC | History | Reduced | 49,143 | 2,709 | 0.51% | 0.53% | 144 | -12,297 | -20.01% | Q1 2026 | May 07, 2026 |
| PFG Investments, LLC | History | Added to | 52,737 | 2,679 | 0.12% | 0.11% | 145 | +1,602 | 3.13% | Q1 2026 | Apr 27, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 54,044 | 2,666 | 0.2% | 0.13% | 146 | +4,130 | 8.27% | Q1 2026 | May 20, 2026 |
| Global View Capital Management LLC | History | New | 52,331 | 2,658 | 0.71% | — | 147 | +52,331 | New | Q1 2026 | May 04, 2026 |
| ORG Partners LLC | History | No change | 59,188 | 2,624 | 0.46% | 0.46% | 148 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 49,572 | 2,518 | 0.33% | 0.3% | 149 | -4,410 | -8.17% | Q1 2026 | May 11, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 48,576 | 2,467 | 1.13% | 0.87% | 150 | -7,242 | -12.97% | Q1 2026 | May 05, 2026 |
| Valued Retirements, Inc. | History | New | 47,561 | 2,416 | 2.36% | — | 151 | +47,561 | New | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 46,910 | 2,383 | 0.05% | 0.04% | 152 | +2,799 | 6.35% | Q1 2026 | Apr 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 46,035 | 2,338 | 0.05% | 0.03% | 153 | +10,487 | 29.5% | Q1 2026 | May 14, 2026 |
| PKS Advisory Services, LLC | History | Added to | 44,528 | 2,276 | 0.53% | 0.44% | 154 | +1,410 | 3.27% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 44,734 | 2,272 | 0.02% | 0.02% | 155 | -3,608 | -7.46% | Q1 2026 | May 13, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 43,403 | 2,204 | 0.88% | 0.8% | 156 | -493 | -1.12% | Q1 2026 | Apr 21, 2026 |
| Moors & Cabot, Inc. | History | Added to | 43,260 | 2,197 | 0.09% | 0.06% | 157 | +9,901 | 29.68% | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | Reduced | 42,979 | 2,183 | 0.44% | 1.49% | 158 | -113,077 | -72.46% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 42,633 | 2,165 | 0.01% | 0.01% | 159 | -1,056 | -2.42% | Q1 2026 | May 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 40,400 | 2,052 | 0.08% | 0.07% | 160 | +838 | 2.12% | Q1 2026 | May 14, 2026 |
| Santori & Peters, Inc. | History | Added to | 40,123 | 2,038 | 0.63% | 0.5% | 161 | +7,346 | 22.41% | Q1 2026 | May 07, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 40,019 | 2,032 | 1.82% | 1.31% | 162 | +10,104 | 33.78% | Q1 2026 | May 05, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 39,608 | 2,012 | 0.45% | 0.5% | 163 | -9,337 | -19.08% | Q1 2026 | Apr 27, 2026 |
| IFS Group,LLC | History | New | 39,367 | 1,999 | 1.78% | — | 164 | +39,367 | New | Q1 2026 | May 18, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 38,574 | 1,959 | 1.65% | 1.47% | 165 | -1,494 | -3.73% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 37,905 | 1,925 | 0.17% | 0.14% | 166 | +1,692 | 4.67% | Q1 2026 | Apr 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 37,810 | 1,920 | 0.02% | 0.01% | 167 | +21,456 | 131.2% | Q1 2026 | May 11, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 37,796 | 1,920 | 1.3% | 0.78% | 168 | +11,962 | 46.3% | Q1 2026 | Apr 23, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 37,649 | 1,912 | 0.12% | 0.11% | 169 | -10 | -0.03% | Q1 2026 | Apr 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 36,771 | 1,867 | 0.01% | 0.01% | 170 | +9,222 | 33.47% | Q1 2026 | Apr 15, 2026 |
| Entruity Wealth, LLC | History | Added to | 36,272 | 1,842 | 1.25% | 1.04% | 171 | +3,223 | 9.75% | Q1 2026 | May 08, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 36,257 | 1,841 | 0.58% | 0.47% | 172 | +2,499 | 7.4% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 36,011 | 1,829 | 0.14% | 0.12% | 173 | +329 | 0.92% | Q1 2026 | Apr 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 35,982 | 1,811 | 0.1% | — | 174 | +35,982 | New | Q1 2026 | Apr 17, 2026 |
| WIN ADVISORS, INC | History | New | 35,364 | 1,796 | 0.82% | — | 175 | +35,364 | New | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | Added to | 35,255 | 1,790 | 0.02% | 0.02% | 176 | +1,317 | 3.88% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 34,567 | 1,755 | 0.0% | 0.0% | 177 | -1,270 | -3.54% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 34,163 | 1,735 | 0.04% | 0.03% | 178 | +2,115 | 6.6% | Q1 2026 | May 04, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 33,921 | 1,723 | 0.34% | 0.35% | 179 | -5,169 | -13.22% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 33,602 | 1,706 | 0.13% | 0.09% | 180 | +8,330 | 32.96% | Q1 2026 | Apr 22, 2026 |
| Quadrature Capital Ltd | History | Added to | 32,922 | 1,672 | 0.02% | 0.01% | 181 | +15,345 | 87.3% | Q1 2026 | May 15, 2026 |
| Synergy Asset Management, LLC | History | New | 32,486 | 1,650 | 0.18% | — | 182 | +32,486 | New | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | Reduced | 32,323 | 1,641 | 0.06% | 0.07% | 183 | -233 | -0.72% | Q1 2026 | May 19, 2026 |
| Capital Analysts, LLC | History | Reduced | 31,878 | 1,619 | 0.04% | 0.05% | 184 | -8,614 | -21.27% | Q1 2026 | May 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 31,833 | 1,617 | 0.5% | 0.31% | 185 | -537 | -1.66% | Q1 2026 | May 12, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 31,759 | 1,602 | 1.02% | 1.65% | 186 | -39,570 | -55.48% | Q1 2026 | May 12, 2026 |
| Neumann Capital Management, LLC | History | Added to | 31,450 | 1,597 | 0.47% | 0.31% | 187 | +7,400 | 30.77% | Q1 2026 | Apr 13, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 35,270 | 1,563 | 0.24% | 0.23% | 188 | -609 | -1.7% | Q1 2026 | Apr 22, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 30,436 | 1,546 | 0.49% | 0.46% | 189 | +1,426 | 4.92% | Q1 2026 | May 04, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 30,261 | 1,537 | 0.57% | 0.54% | 190 | -2,976 | -8.95% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 30,183 | 1,533 | 0.0% | 0.0% | 191 | +2,832 | 10.35% | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Added to | 29,507 | 1,498 | 0.14% | 0.12% | 192 | +2,058 | 7.5% | Q1 2026 | Apr 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 29,341 | 1,490 | 0.04% | 0.0% | 193 | +26,500 | 932.77% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 29,125 | 1,473 | 0.09% | 0.06% | 194 | -260 | -0.88% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 28,970 | 1,471 | 0.02% | 0.02% | 195 | +3,132 | 12.12% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 28,626 | 1,454 | 0.07% | 0.07% | 196 | -1,246 | -4.17% | Q1 2026 | Apr 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 27,998 | 1,422 | 0.05% | 0.04% | 197 | +1,884 | 7.21% | Q1 2026 | Apr 28, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 27,861 | 1,415 | 0.15% | 0.15% | 198 | +1,512 | 5.74% | Q1 2026 | Apr 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 27,184 | 1,381 | 0.07% | 0.03% | 199 | +14,596 | 115.95% | Q1 2026 | May 18, 2026 |
| Wealthspire Retirement, LLC | History | New | 6,844 | 1,378 | 0.08% | — | 200 | +6,844 | New | Q1 2026 | May 13, 2026 |
| Maridea Wealth Management LLC | History | Added to | 27,020 | 1,372 | 0.2% | 0.17% | 201 | +1,786 | 7.08% | Q1 2026 | Apr 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 26,901 | 1,366 | 0.02% | 0.01% | 202 | +968 | 3.73% | Q1 2026 | May 05, 2026 |
| Altus Wealth Group LLC | History | Reduced | 25,951 | 1,318 | 0.54% | 0.47% | 203 | -452 | -1.71% | Q1 2026 | Apr 27, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 25,735 | 1,307 | 0.21% | 0.19% | 204 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TCFG Investment Advisors, LLC | History | New | 25,716 | 1,306 | 0.49% | — | 206 | +25,716 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 25,716 | 1,306 | 0.49% | 0.44% | 205 | +40 | 0.16% | Q1 2026 | Apr 23, 2026 |
| Diversified Enterprises, LLC | History | Added to | 25,386 | 1,289 | 0.07% | 0.07% | 207 | +12 | 0.05% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 25,367 | 1,288 | 0.0% | 0.0% | 208 | +16,762 | 194.79% | Q1 2026 | May 15, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 24,807 | 1,260 | 0.09% | 0.08% | 209 | -99 | -0.4% | Q1 2026 | Apr 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 24,619 | 1,250 | 0.08% | 0.05% | 210 | +7,619 | 44.82% | Q1 2026 | May 14, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 24,194 | 1,229 | 0.14% | 0.13% | 211 | +287 | 1.2% | Q1 2026 | May 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 23,220 | 1,179 | 0.05% | 0.05% | 212 | -1,032 | -4.26% | Q1 2026 | May 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 23,109 | 1,173 | 0.17% | 0.17% | 213 | -2,283 | -8.99% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Added to | 22,993 | 1,168 | 0.04% | 0.03% | 214 | +1,175 | 5.39% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 23,215 | 1,166 | 0.02% | 0.02% | 215 | -2,864 | -10.98% | Q1 2026 | May 14, 2026 |
| Archford Capital Strategies, LLC | History | No change | 22,355 | 1,135 | 0.13% | 0.12% | 216 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 22,060 | 1,120 | 0.0% | 0.0% | 217 | +5,446 | 32.78% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 21,148 | 1,074 | 0.0% | 0.0% | 218 | +20 | 0.09% | Q1 2026 | May 08, 2026 |
| SHP Wealth Management | History | Reduced | 21,093 | 1,071 | 0.08% | 0.08% | 219 | -2,434 | -10.35% | Q1 2026 | May 08, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 21,237 | 1,070 | 0.06% | 0.04% | 220 | -294 | -1.37% | Q1 2026 | May 12, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 20,888 | 1,061 | 0.29% | 0.32% | 221 | -4,893 | -18.98% | Q1 2026 | May 05, 2026 |
| NWAM LLC | History | Added to | 20,684 | 1,050 | 0.06% | 0.05% | 222 | +271 | 1.33% | Q1 2026 | May 04, 2026 |
| KPP Advisory Services LLC | History | Added to | 20,212 | 1,026 | 0.15% | 0.06% | 224 | +10,754 | 113.7% | Q1 2026 | Apr 24, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 20,206 | 1,026 | 0.07% | 0.09% | 223 | -5,710 | -22.03% | Q1 2026 | May 05, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 19,863 | 1,009 | 0.05% | 0.05% | 225 | +173 | 0.88% | Q1 2026 | Apr 23, 2026 |
| Intrua Financial, LLC | History | Added to | 19,836 | 1,007 | 0.1% | 0.09% | 226 | +651 | 3.39% | Q1 2026 | Apr 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 19,610 | 996 | 0.02% | 0.02% | 227 | +125 | 0.64% | Q1 2026 | Apr 15, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 19,667 | 982 | 0.06% | 0.06% | 228 | +47 | 0.24% | Q1 2026 | May 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 19,092 | 969 | 0.07% | 0.06% | 229 | +326 | 1.74% | Q1 2026 | May 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 19,055 | 967 | 0.03% | 0.03% | 230 | -3,534 | -15.64% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 18,958 | 963 | 0.04% | — | 231 | +18,958 | New | Q1 2026 | Apr 28, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 18,736 | 951 | 0.04% | 0.04% | 232 | -1,804 | -8.78% | Q1 2026 | May 11, 2026 |
| Basepoint Wealth LLC | History | Added to | 18,674 | 948 | 0.54% | 0.48% | 233 | +909 | 5.12% | Q1 2026 | May 07, 2026 |
| Illumine Investment Management, LLC | History | Added to | 18,544 | 942 | 0.72% | 0.42% | 234 | +5,673 | 44.08% | Q1 2026 | May 04, 2026 |
| Crumly & Associates Inc. | History | Added to | 18,523 | 940 | 0.2% | 0.17% | 235 | +685 | 3.84% | Q1 2026 | Apr 02, 2026 |
| Focus Partners Wealth | History | Added to | 18,167 | 922 | 0.0% | 0.0% | 236 | +5,754 | 46.35% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 18,058 | 917 | 0.01% | 0.01% | 237 | -1,891 | -9.48% | Q1 2026 | May 14, 2026 |
| Retirement Planning Group, LLC | History | New | 17,791 | 903 | 0.03% | — | 238 | +17,791 | New | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 17,645 | 896 | 0.07% | 0.06% | 239 | -649 | -3.55% | Q1 2026 | May 05, 2026 |
| HighPoint Advisor Group LLC | History | New | 17,443 | 886 | 0.04% | — | 240 | +17,443 | New | Q1 2026 | May 14, 2026 |
| tru Independence LLC | History | Added to | 17,111 | 869 | 0.43% | 0.19% | 241 | +9 | 0.05% | Q1 2026 | Apr 22, 2026 |
| Betterment LLC | History | Reduced | 17,054 | 866 | 0.0% | 0.0% | 242 | -334 | -1.92% | Q1 2026 | May 14, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 17,000 | 863 | 0.04% | 0.03% | 243 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 16,985 | 862 | 6.55% | 7.07% | 244 | -12,617 | -42.62% | Q1 2026 | May 13, 2026 |
| Keystone Financial Group | History | Added to | 16,932 | 860 | 0.06% | 0.06% | 245 | +23 | 0.14% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 16,651 | 845 | 0.02% | 0.02% | 246 | +121 | 0.73% | Q1 2026 | May 12, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 16,550 | 840 | 0.19% | 0.13% | 247 | +3,894 | 30.77% | Q1 2026 | Apr 22, 2026 |
| NWM ADVISORS, LLC | History | Added to | 16,250 | 825 | 0.75% | 0.42% | 248 | +5,473 | 50.78% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | New | 16,062 | 815 | 0.06% | — | 249 | +16,062 | New | Q1 2026 | Apr 28, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 15,692 | 797 | 0.0% | 0.0% | 250 | -50,679 | -76.36% | Q1 2026 | May 15, 2026 |
| Finward Bancorp | History | No change | 15,656 | 795 | 0.64% | 0.54% | 251 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Vontobel Holding Ltd. | History | Added to | 15,121 | 768 | 0.0% | 0.0% | 252 | +1,943 | 14.74% | Q1 2026 | May 08, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 14,997 | 761 | 0.08% | — | 254 | +14,997 | New | Q1 2026 | Apr 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 14,990 | 761 | 0.03% | 0.03% | 253 | -1,398 | -8.53% | Q1 2026 | Apr 07, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 14,910 | 757 | 0.18% | 0.19% | 255 | -3,104 | -17.23% | Q1 2026 | Apr 23, 2026 |
| Optivise Advisory Services LLC | History | New | 14,735 | 748 | 0.45% | — | 256 | +14,735 | New | Q1 2026 | Apr 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,685 | 745 | 0.0% | 0.0% | 257 | +3,047 | 26.18% | Q1 2026 | May 15, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 14,494 | 736 | 0.52% | 0.44% | 258 | +512 | 3.66% | Q1 2026 | Apr 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 14,439 | 733 | 0.04% | 0.04% | 259 | -1,946 | -11.88% | Q1 2026 | Apr 30, 2026 |
| United Bank | History | Added to | 14,386 | 730 | 0.24% | 0.11% | 261 | +6,814 | 89.99% | Q1 2026 | May 01, 2026 |
| Brookstone Capital Management | History | Added to | 14,375 | 730 | 0.01% | 0.01% | 260 | +4,162 | 40.75% | Q1 2026 | Apr 16, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 14,379 | 730 | 0.39% | 0.33% | 262 | +1,027 | 7.69% | Q1 2026 | May 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 14,342 | 728 | 0.02% | 0.02% | 263 | +317 | 2.26% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Added to | 14,254 | 724 | 0.04% | 0.02% | 264 | +2,764 | 24.06% | Q1 2026 | May 05, 2026 |
| Navis Wealth Advisors, LLC | History | Reduced | 14,177 | 720 | 0.37% | 0.67% | 265 | -21,514 | -60.28% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 14,094 | 715 | 0.02% | 0.02% | 266 | -939 | -6.25% | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 14,056 | 714 | 0.06% | 0.05% | 267 | -1,263 | -8.24% | Q1 2026 | May 15, 2026 |
| Accel Wealth Management | History | Added to | 14,010 | 711 | 0.19% | 0.17% | 268 | +77 | 0.55% | Q1 2026 | Apr 08, 2026 |
| Bell Bank | History | Reduced | 13,970 | 709 | 0.03% | 0.03% | 269 | -3,072 | -18.03% | Q1 2026 | Apr 23, 2026 |
| Weaver Consulting Group | History | Added to | 13,934 | 707 | 0.17% | 0.14% | 270 | +954 | 7.35% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | No change | 14,147 | 704 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 13,645 | 693 | 0.01% | 0.0% | 272 | +6 | 0.04% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 13,604 | 691 | 0.05% | 0.05% | 273 | +50 | 0.37% | Q1 2026 | Apr 08, 2026 |
| 1776 Wealth LLC | History | No change | 13,582 | 689 | 0.27% | 0.23% | 274 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 13,464 | 683 | 0.02% | 0.02% | 275 | +2,861 | 26.98% | Q1 2026 | Apr 27, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 13,415 | 681 | 0.24% | 0.16% | 276 | +3,437 | 34.45% | Q1 2026 | Apr 15, 2026 |
| XML Financial, LLC | History | Added to | 13,020 | 661 | 0.05% | 0.03% | 277 | +4,650 | 55.56% | Q1 2026 | Apr 16, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 13,007 | 660 | 0.01% | 0.0% | 278 | +3,250 | 33.31% | Q1 2026 | May 08, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 13,186 | 652 | 0.27% | 0.31% | 279 | -885 | -6.29% | Q1 2026 | Apr 15, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 12,790 | 649 | 0.22% | 0.19% | 280 | +480 | 3.9% | Q1 2026 | May 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 12,738 | 647 | 0.03% | 0.02% | 281 | +950 | 8.06% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 14,573 | 646 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 12,627 | 641 | 0.01% | 0.01% | 283 | -707 | -5.3% | Q1 2026 | Apr 22, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 12,432 | 632 | 0.02% | — | 284 | +12,432 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 12,294 | 624 | 0.0% | 0.0% | 285 | -19,184 | -60.94% | Q1 2026 | May 11, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 12,172 | 618 | 0.14% | 0.11% | 286 | +667 | 5.8% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 12,048 | 602 | 0.0% | 0.01% | 287 | -20,865 | -63.39% | Q1 2026 | May 12, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 11,603 | 589 | 0.03% | 0.03% | 288 | -106 | -0.91% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 11,571 | 587 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 11,338 | 575 | 0.04% | 0.03% | 290 | +29 | 0.26% | Q1 2026 | May 15, 2026 |
| Claris Financial LLC | History | Added to | 11,206 | 569 | 0.31% | 0.23% | 291 | +1,503 | 15.49% | Q1 2026 | May 18, 2026 |
| NWF Advisory Services Inc. | History | Added to | 10,861 | 551 | 0.06% | 0.05% | 292 | +114 | 1.06% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 10,844 | 550 | 0.0% | 0.0% | 293 | +804 | 8.01% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 10,824 | 549 | 0.02% | 0.02% | 294 | -1,784 | -14.15% | Q1 2026 | Apr 20, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 10,600 | 538 | 0.13% | 0.22% | 295 | +5,258 | 98.43% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 10,402 | 528 | 0.0% | 0.0% | 296 | +1,189 | 12.91% | Q1 2026 | Apr 07, 2026 |
| Centennial Advisors, LLC | History | New | 10,351 | 525 | 0.67% | — | 297 | +10,351 | New | Q1 2026 | Apr 21, 2026 |
| FWG Holdings, LLC | History | Reduced | 10,344 | 521 | 0.2% | 0.2% | 298 | -261 | -2.46% | Q1 2026 | Apr 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 10,258 | 521 | 0.34% | 0.31% | 299 | -80 | -0.77% | Q1 2026 | Apr 21, 2026 |
| UMB Bank, n.a. | History | No change | 10,208 | 518 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 10,022 | 509 | 0.13% | 0.15% | 301 | -210 | -2.05% | Q1 2026 | May 08, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 9,864 | 501 | 0.46% | 0.4% | 302 | +59 | 0.6% | Q1 2026 | Apr 23, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 9,727 | 494 | 0.07% | 0.07% | 303 | +73 | 0.76% | Q1 2026 | May 08, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 9,690 | 492 | 0.07% | 0.06% | 304 | -50 | -0.51% | Q1 2026 | Apr 21, 2026 |
| MTM Investment Management, LLC | History | No change | 9,615 | 488 | 0.15% | 0.14% | 305 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cedrus Wealth Group LLC | History | New | 9,512 | 483 | 0.54% | — | 306 | +9,512 | New | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | No change | 9,265 | 470 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 10,471 | 464 | 0.03% | 0.03% | 308 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RESOLUTE CAPITAL, LLC | History | Reduced | 9,130 | 463 | 0.19% | 0.18% | 309 | -671 | -6.85% | Q1 2026 | May 12, 2026 |
| Financial Harvest, LLC | History | No change | 9,063 | 460 | 0.27% | 0.25% | 310 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 9,000 | 457 | 0.04% | 0.03% | 311 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sound Income Strategies, LLC | History | No change | 8,978 | 451 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Caprock Group, LLC | History | No change | 8,800 | 447 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Reduced | 8,766 | 445 | 0.0% | 0.0% | 314 | -499 | -5.39% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 8,714 | 442 | 0.0% | 0.0% | 315 | +524 | 6.4% | Q1 2026 | May 06, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 8,555 | 434 | 0.07% | 0.07% | 316 | +22 | 0.26% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Family Advisors, LLC | History | New | 8,480 | 430 | 0.2% | — | 317 | +8,480 | New | Q1 2026 | May 14, 2026 |
| Asset Allocation Strategies LLC | History | New | 8,392 | 426 | 0.08% | — | 319 | +8,392 | New | Q1 2026 | Apr 22, 2026 |
| PROMETHIUM ADVISORS,LLC | History | No change | 8,400 | 426 | 0.22% | 0.2% | 318 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 8,152 | 414 | 0.13% | 0.11% | 320 | -135 | -1.63% | Q1 2026 | May 19, 2026 |
| Trueblood Wealth Management, LLC | History | New | 8,131 | 413 | 0.16% | — | 321 | +8,131 | New | Q1 2026 | Apr 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 8,053 | 409 | 0.0% | 0.01% | 322 | -3,259 | -28.81% | Q1 2026 | May 13, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 8,030 | 407 | 0.06% | 0.04% | 323 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Added to | 7,998 | 406 | 0.26% | 0.18% | 324 | +1,748 | 27.97% | Q1 2026 | Apr 30, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 7,881 | 400 | 0.24% | 0.18% | 325 | +1,913 | 32.05% | Q1 2026 | May 06, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 7,871 | 399 | 0.04% | 0.04% | 326 | -210 | -2.6% | Q1 2026 | Apr 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 7,837 | 398 | 0.06% | 0.05% | 327 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | Added to | 7,710 | 391 | 0.05% | 0.05% | 328 | +17 | 0.22% | Q1 2026 | Apr 21, 2026 |
| Semus Wealth Partners LLC | History | Added to | 7,603 | 386 | 0.22% | 0.18% | 329 | +54 | 0.72% | Q1 2026 | Apr 24, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 7,550 | 383 | 0.08% | 0.07% | 330 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 7,516 | 381 | 0.01% | 0.01% | 331 | +532 | 7.62% | Q1 2026 | May 01, 2026 |
| Hexagon Capital Partners LLC | History | New | 7,395 | 375 | 0.05% | — | 333 | +7,395 | New | Q1 2026 | May 04, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | New | 7,383 | 375 | 0.13% | — | 332 | +7,383 | New | Q1 2026 | Apr 16, 2026 |
| FLP Wealth Management, LLC | History | New | 7,310 | 371 | 0.76% | — | 334 | +7,310 | New | Q1 2026 | Apr 28, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 7,286 | 370 | 0.08% | 0.07% | 335 | +57 | 0.79% | Q1 2026 | May 12, 2026 |
| Principle Wealth Partners LLC | History | No change | 7,260 | 368 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 7,245 | 368 | 0.07% | 0.07% | 337 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 7,216 | 366 | 0.02% | 0.02% | 338 | +3 | 0.04% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Reduced | 7,320 | 363 | 0.0% | 0.0% | 339 | -1,244 | -14.53% | Q1 2026 | May 15, 2026 |
| CPR Investments Inc. | History | New | 7,113 | 361 | 0.24% | — | 341 | +7,113 | New | Q1 2026 | Apr 16, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 7,111 | 361 | 0.14% | 0.1% | 340 | +1,216 | 20.63% | Q1 2026 | Apr 24, 2026 |
| EQUITABLE TRUST CO | History | No change | 7,005 | 355 | 0.02% | 0.01% | 342 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 6,923 | 351 | 0.07% | 0.06% | 343 | -48 | -0.69% | Q1 2026 | Apr 23, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 6,900 | 350 | 0.03% | 0.03% | 344 | +654 | 10.47% | Q1 2026 | Apr 07, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 6,883 | 349 | 0.0% | — | 346 | +6,883 | New | Q1 2026 | May 12, 2026 |
| NorthRock Partners, LLC | History | Added to | 6,889 | 349 | 0.01% | 0.0% | 345 | +241 | 3.63% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,861 | 348 | 0.01% | 0.02% | 348 | -12,057 | -63.73% | Q1 2026 | May 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 6,882 | 348 | 0.05% | 0.04% | 347 | +415 | 6.42% | Q1 2026 | Apr 15, 2026 |
| RDA Financial Network | History | Reduced | 6,816 | 346 | 0.09% | 0.07% | 349 | -109 | -1.57% | Q1 2026 | Apr 08, 2026 |
| Smith Partners Wealth Management, LLC | History | No change | 6,730 | 341 | 0.31% | 0.27% | 350 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 6,617 | 336 | 0.0% | 0.0% | 351 | +52 | 0.79% | Q1 2026 | May 01, 2026 |
| Fortis Capital Advisors, LLC | History | New | 6,581 | 334 | 0.04% | — | 352 | +6,581 | New | Q1 2026 | Apr 28, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 6,569 | 333 | 0.05% | 0.04% | 353 | -114 | -1.71% | Q1 2026 | May 14, 2026 |
| Waterfront Wealth Inc. | History | No change | 6,571 | 333 | 0.06% | 0.06% | 354 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 6,527 | 331 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 6,507 | 330 | 0.0% | — | 358 | +6,507 | New | Q1 2026 | May 15, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 6,507 | 330 | 0.04% | 0.03% | 356 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 6,502 | 330 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 6,429 | 326 | 0.0% | 0.0% | 359 | +51 | 0.8% | Q1 2026 | May 01, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 6,414 | 325 | 0.23% | 0.18% | 360 | +85 | 1.34% | Q1 2026 | May 14, 2026 |
| Hilltop Partners LLC | History | No change | 6,311 | 320 | 0.08% | 0.07% | 361 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 6,246 | 317 | 0.01% | 0.01% | 363 | +133 | 2.18% | Q1 2026 | Apr 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 6,241 | 317 | 0.0% | 0.0% | 362 | -21 | -0.34% | Q1 2026 | May 08, 2026 |
| Whelan Financial | History | No change | 6,249 | 317 | 0.1% | 0.09% | 364 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 6,236 | 316 | 0.02% | 0.02% | 365 | +276 | 4.63% | Q1 2026 | May 05, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 6,055 | 307 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 6,852 | 306 | 0.4% | 0.4% | 367 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,853 | 297 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | No change | 5,800 | 294 | 0.18% | 0.15% | 369 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 5,743 | 291 | 0.02% | 0.01% | 370 | +39 | 0.68% | Q1 2026 | Apr 13, 2026 |
| StoneX Group Inc. | History | Reduced | 5,700 | 289 | 0.02% | 0.02% | 371 | -6,516 | -53.34% | Q1 2026 | May 14, 2026 |
| Bensler, LLC | History | Added to | 5,682 | 288 | 0.03% | 0.02% | 372 | +575 | 11.26% | Q1 2026 | May 01, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Reduced | 5,637 | 286 | 0.22% | 0.2% | 373 | -253 | -4.3% | Q1 2026 | Apr 24, 2026 |
| Savant Capital, LLC | History | New | 5,593 | 284 | 0.0% | — | 375 | +5,593 | New | Q1 2026 | May 04, 2026 |
| Venturi Wealth Management, LLC | History | No change | 5,605 | 284 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Odyssey Capital Advisors, Inc. | History | Reduced | 5,571 | 283 | 0.25% | 0.23% | 377 | -322 | -5.46% | Q1 2026 | Apr 29, 2026 |
| Sun Financial Inc | History | Added to | 5,713 | 283 | 0.14% | 0.14% | 376 | +27 | 0.47% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | New | 5,560 | 282 | 0.01% | — | 378 | +5,560 | New | Q1 2026 | May 14, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 5,511 | 279 | 0.08% | 0.07% | 379 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 5,458 | 277 | 0.14% | 0.17% | 380 | -2,082 | -27.61% | Q1 2026 | May 14, 2026 |
| KINTRA WEALTH, LLC | History | New | 5,405 | 274 | 0.02% | — | 381 | +5,405 | New | Q1 2026 | May 15, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 5,356 | 272 | 0.15% | 0.14% | 382 | -177 | -3.2% | Q1 2026 | Apr 16, 2026 |
| Financially in Tune, LLC | History | No change | 5,301 | 269 | 0.23% | 0.22% | 383 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 5,295 | 268 | 0.09% | 0.1% | 384 | -1,476 | -21.8% | Q1 2026 | Apr 22, 2026 |
| Wise Wealth Partners | History | No change | 5,267 | 267 | 0.36% | 0.33% | 385 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 5,214 | 264 | 0.0% | — | 386 | +5,214 | New | Q1 2026 | May 15, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 5,174 | 262 | 0.03% | — | 387 | +5,174 | New | Q1 2026 | Apr 23, 2026 |
| Old Port Advisors | History | No change | 5,144 | 261 | 0.06% | 0.06% | 388 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Sequent Planning LLC | History | No change | 5,138 | 261 | 0.06% | 0.06% | 389 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SageOak Financial, LLC | History | No change | 5,067 | 257 | 0.18% | 0.16% | 390 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 5,241 | 256 | 0.01% | 0.01% | 391 | +10 | 0.19% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 4,968 | 252 | 0.0% | — | 393 | +4,968 | New | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | No change | 4,976 | 252 | 0.03% | 0.03% | 392 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,960 | 251 | 0.0% | — | 394 | +4,960 | New | Q1 2026 | May 14, 2026 |
| Leo Wealth, LLC | History | New | 4,949 | 251 | 0.02% | — | 395 | +4,949 | New | Q1 2026 | May 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 4,938 | 250 | 0.01% | 0.02% | 396 | -5,055 | -50.59% | Q1 2026 | May 11, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 4,890 | 248 | 0.0% | 0.0% | 397 | -282 | -5.45% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 4,748 | 241 | 0.0% | 0.0% | 398 | +1,845 | 63.55% | Q1 2026 | May 15, 2026 |
| SALZHAUER MICHAEL | History | No change | 4,753 | 241 | 0.11% | 0.09% | 399 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DB&C Advisors, LLC | History | Added to | 4,741 | 240 | 0.31% | 0.26% | 400 | +36 | 0.77% | Q1 2026 | Apr 24, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 4,710 | 239 | 0.05% | 0.05% | 402 | -876 | -15.68% | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 4,713 | 239 | 0.01% | 0.01% | 401 | -360 | -7.1% | Q1 2026 | May 11, 2026 |
| Van Diest Capital, LLC | History | Reduced | 4,672 | 237 | 0.19% | 0.31% | 403 | -2 | -0.04% | Q1 2026 | May 15, 2026 |
| AIFG Consultants Ltd. | History | No change | 5,213 | 231 | 0.4% | 0.4% | 404 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 4,662 | 230 | 0.03% | 0.03% | 405 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| S Harris Financial Group, LLC | History | Reduced | 4,499 | 228 | 0.21% | 0.19% | 406 | -32 | -0.71% | Q1 2026 | Apr 21, 2026 |
| Petros Family Wealth, LLC | History | New | 4,477 | 227 | 0.16% | — | 407 | +4,477 | New | Q1 2026 | Apr 24, 2026 |
| PGIM Custom Harvest LLC | History | New | 4,388 | 222 | 0.0% | — | 408 | +4,388 | New | Q1 2026 | May 13, 2026 |
| Kelman-Lazarov, Inc. | History | New | 4,275 | 217 | 0.03% | — | 409 | +4,275 | New | Q1 2026 | Apr 27, 2026 |
| apricus wealth, LLC | History | New | 4,266 | 216 | 0.11% | — | 410 | +4,266 | New | Q1 2026 | Apr 22, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 4,251 | 215 | 0.11% | 0.06% | 411 | +153 | 3.73% | Q1 2026 | Apr 24, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 4,129 | 209 | 0.02% | — | 412 | +4,129 | New | Q1 2026 | Apr 30, 2026 |
| Stonebridge Financial Planning Group, LLC | History | New | 4,080 | 207 | 0.08% | — | 413 | +4,080 | New | Q1 2026 | May 08, 2026 |
| Gallacher Capital Management LLC | History | New | 4,080 | 207 | 0.08% | — | 414 | +4,080 | New | Q1 2026 | May 05, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 4,044 | 205 | 0.1% | 0.1% | 415 | -385 | -8.69% | Q1 2026 | May 15, 2026 |
| Eagle Strategies LLC | History | New | 4,034 | 204 | 0.02% | — | 417 | +4,034 | New | Q1 2026 | Apr 20, 2026 |
| Lido Advisors, LLC | History | New | 4,030 | 204 | 0.0% | — | 416 | +4,030 | New | Q1 2026 | May 13, 2026 |
| Park Place Capital Corp | History | New | 4,027 | 204 | 0.04% | — | 418 | +4,027 | New | Q1 2026 | Apr 09, 2026 |
| Kessler Investment Group, LLC | History | New | 3,999 | 203 | 0.1% | — | 419 | +3,999 | New | Q1 2026 | Apr 10, 2026 |
| Independent Wealth Network Inc. | History | New | 3,973 | 201 | 0.06% | — | 420 | +3,973 | New | Q1 2026 | Apr 20, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 3,888 | 197 | 0.06% | 0.05% | 421 | -37 | -0.94% | Q1 2026 | May 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 3,842 | 195 | 0.01% | 0.01% | 422 | -228 | -5.6% | Q1 2026 | Apr 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 3,684 | 187 | 0.05% | — | 423 | +3,684 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 3,684 | 187 | 0.05% | — | 424 | +3,684 | New | Q1 2026 | May 13, 2026 |
| Crews Bank & Trust | History | No change | 3,550 | 180 | 0.03% | 0.02% | 425 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 3,605 | 179 | 0.22% | 0.26% | 426 | -331 | -8.41% | Q1 2026 | Apr 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3,318 | 168 | 0.06% | 0.05% | 427 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,173 | 161 | 0.05% | 0.04% | 428 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 3,115 | 158 | 0.12% | 0.14% | 429 | -999 | -24.28% | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 3,100 | 157 | 0.02% | 0.19% | 430 | -38,228 | -92.5% | Q1 2026 | Apr 28, 2026 |
| Rossby Financial, LCC | History | Reduced | 3,098 | 155 | 0.03% | 0.04% | 431 | -172 | -5.26% | Q1 2026 | May 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 3,050 | 154 | 0.02% | — | 432 | +3,050 | New | Q1 2026 | Apr 28, 2026 |
| Spire Wealth Management | History | Reduced | 3,022 | 153 | 0.01% | 0.01% | 433 | -658 | -17.88% | Q1 2026 | Apr 22, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 3,000 | 152 | 0.05% | 0.04% | 434 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Added to | 2,858 | 145 | 0.0% | 0.0% | 435 | +2,200 | 334.35% | Q1 2026 | May 13, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 2,625 | 133 | 0.08% | 0.07% | 436 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | No change | 2,565 | 130 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 2,448 | 124 | 0.07% | 0.06% | 438 | +18 | 0.74% | Q1 2026 | Apr 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2,391 | 121 | 0.04% | 0.03% | 439 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TSFG, LLC | History | Reduced | 2,317 | 118 | 0.02% | 0.02% | 440 | -143 | -5.81% | Q1 2026 | Apr 27, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 2,460 | 109 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 1,993 | 101 | 0.01% | 0.19% | 442 | -55,169 | -96.51% | Q1 2026 | May 04, 2026 |
| WHITTIER TRUST CO | History | No change | 2,000 | 100 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,961 | 99 | 0.04% | 0.03% | 444 | +180 | 10.11% | Q1 2026 | Apr 14, 2026 |
| IFG Advisory, LLC | History | Reduced | 1,935 | 98 | 0.28% | 0.05% | 445 | -21,375 | -91.7% | Q1 2026 | May 12, 2026 |
| Gen-Wealth Partners Inc | History | No change | 1,900 | 96 | 0.03% | 0.03% | 446 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 1,875 | 95 | 0.04% | 0.03% | 447 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Bogart Wealth, LLC | History | No change | 1,779 | 90 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arkos Global Advisors | History | New | 1,700 | 86 | 0.01% | — | 449 | +1,700 | New | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,670 | 84 | 0.0% | 0.0% | 450 | +1,382 | 479.86% | Q1 2026 | May 07, 2026 |
| Luminist Capital LLC | History | No change | 1,481 | 75 | 0.1% | 0.08% | 451 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Westside Investment Management, Inc. | History | New | 1,300 | 66 | 0.01% | — | 452 | +1,300 | New | Q1 2026 | May 04, 2026 |
| Dunhill Financial, LLC | History | New | 1,300 | 66 | 0.02% | — | 453 | +1,300 | New | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 1,250 | 63 | 0.0% | — | 454 | +1,250 | New | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,223 | 62 | 0.0% | 0.0% | 455 | +29 | 2.43% | Q1 2026 | Apr 27, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 1,179 | 59 | 0.02% | 0.02% | 456 | -25 | -2.08% | Q1 2026 | Apr 24, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,085 | 55 | 0.02% | 0.02% | 457 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Networth Advisors, LLC | History | New | 1,007 | 51 | 0.04% | — | 458 | +1,007 | New | Q1 2026 | Apr 22, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 989 | 50 | 0.02% | 0.02% | 461 | -48 | -4.63% | Q1 2026 | Apr 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,001 | 50 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,000 | 50 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 974 | 49 | 0.0% | 0.0% | 462 | +106 | 12.21% | Q1 2026 | May 07, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 925 | 46 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 887 | 45 | 0.0% | — | 465 | +887 | New | Q1 2026 | May 08, 2026 |
| ALERUS FINANCIAL NA | History | No change | 900 | 45 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIRST HORIZON CORP | History | No change | 880 | 44 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| North Star Investment Management Corp. | History | No change | 855 | 43 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| REAP Financial Group, LLC | History | Added to | 810 | 41 | 0.01% | 0.01% | 468 | +6 | 0.75% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | New | 800 | 40 | 0.0% | — | 469 | +800 | New | Q1 2026 | May 14, 2026 |
| Graney & King, LLC | History | No change | 730 | 37 | 0.02% | 0.02% | 470 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| CX Institutional | History | Reduced | 683 | 35 | 0.0% | 0.0% | 472 | -20 | -2.84% | Q1 2026 | Apr 06, 2026 |
| Mascoma Wealth Management LLC | History | No change | 691 | 35 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Paladin Advisory Group, LLC | History | No change | 668 | 33 | 0.03% | 0.02% | 473 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SouthState Bank Corp | History | New | 633 | 32 | 0.0% | — | 474 | +633 | New | Q1 2026 | May 05, 2026 |
| Roxbury Financial LLC | History | New | 628 | 31 | 0.03% | — | 475 | +628 | New | Q1 2026 | Apr 17, 2026 |
| GoalVest Advisory LLC | History | New | 524 | 26 | 0.01% | — | 476 | +524 | New | Q1 2026 | Apr 13, 2026 |
| PlanVest Financial, Inc | History | New | 472 | 23 | 0.02% | — | 478 | +472 | New | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 468 | 23 | 0.0% | 0.0% | 477 | +400 | 588.24% | Q1 2026 | May 08, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 439 | 22 | 0.02% | — | 479 | +439 | New | Q1 2026 | May 06, 2026 |
| Addison Advisors LLC | History | Reduced | 425 | 21 | 0.0% | 0.01% | 480 | -175 | -29.17% | Q1 2026 | May 08, 2026 |
| Global Trust Asset Management, LLC | History | No change | 400 | 20 | 0.01% | 0.01% | 481 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 368 | 18 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 350 | 17 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 332 | 16 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Copia Wealth Management | History | No change | 318 | 16 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 314 | 15 | 0.01% | 0.01% | 486 | -10 | -3.09% | Q1 2026 | May 13, 2026 |
| NBT BANK N A /NY | History | Added to | 295 | 14 | 0.0% | 0.0% | 487 | +251 | 570.45% | Q1 2026 | Apr 28, 2026 |
| Mosley Wealth Management | History | New | 300 | 13 | 0.01% | — | 491 | +300 | New | Q1 2026 | Apr 27, 2026 |
| TD Capital Management LLC | History | Added to | 266 | 13 | 0.0% | 0.0% | 488 | +125 | 88.65% | Q1 2026 | May 11, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 275 | 13 | 0.01% | 0.01% | 490 | -66 | -19.35% | Q1 2026 | May 11, 2026 |
| Financial Perspectives, Inc | History | No change | 275 | 13 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| SFAM, LLC | History | Reduced | 178 | 9 | 0.01% | 0.01% | 493 | -10 | -5.32% | Q1 2026 | May 04, 2026 |
| Key FInancial Inc | History | No change | 179 | 9 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MATHER GROUP, LLC. | History | New | 175 | 8 | 0.0% | — | 495 | +175 | New | Q1 2026 | Apr 13, 2026 |
| Independence Bank of Kentucky | History | New | 172 | 8 | 0.0% | — | 496 | +172 | New | Q1 2026 | Apr 30, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 150 | 7 | 0.0% | — | 499 | +150 | New | Q1 2026 | May 15, 2026 |
| Anfield Capital Management, LLC | History | No change | 140 | 7 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Eukles Asset Management | History | No change | 150 | 7 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Princeton Global Asset Management LLC | History | No change | 112 | 5 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BankPlus Trust Department | History | No change | 110 | 5 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Nova Wealth Management, Inc. | History | No change | 107 | 5 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 94 | 4 | 0.0% | 0.03% | 503 | -508 | -84.39% | Q1 2026 | May 13, 2026 |
| Hilltop National Bank | History | Reduced | 44 | 2 | 0.0% | 0.0% | 505 | -135 | -75.42% | Q1 2026 | Apr 02, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 49 | 2 | 0.0% | — | 506 | +49 | New | Q1 2026 | May 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 56 | 2 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 20 | 1 | 0.0% | — | 509 | +20 | New | Q1 2026 | Apr 16, 2026 |
| Nemes Rush Group LLC | History | New | 20 | 1 | 0.0% | — | 510 | +20 | New | Q1 2026 | Apr 21, 2026 |
| Operose Advisors LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Coston, McIsaac & Partners | History | No change | 36 | 1 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.17% | — | -160,270 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -39,682 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -32,660 | -100.0% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -30,442 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -27,338 | -100.0% | Q1 2026 | Apr 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -26,250 | -100.0% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -16,817 | -100.0% | Q1 2026 | May 14, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -14,787 | -100.0% | Q1 2026 | May 13, 2026 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -13,174 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -11,974 | -100.0% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,910 | -100.0% | Q1 2026 | May 14, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Closed out | 0 | 0 | — | 0.0% | — | -10,747 | -100.0% | Q1 2026 | May 05, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -7,108 | -100.0% | Q1 2026 | Apr 17, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,329 | -100.0% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,182 | -100.0% | Q1 2026 | Apr 07, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -5,294 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,000 | -100.0% | Q1 2026 | May 11, 2026 |
| Capital Square, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,640 | -100.0% | Q1 2026 | May 11, 2026 |
| Plotkin Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,617 | -100.0% | Q1 2026 | May 11, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,372 | -100.0% | Q1 2026 | May 08, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,330 | -100.0% | Q1 2026 | May 07, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -898 | -100.0% | Q1 2026 | May 15, 2026 |
| Providence Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -828 | -100.0% | Q1 2026 | May 14, 2026 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -429 | -100.0% | Q1 2026 | May 15, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -373 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q1 2026 | May 06, 2026 |
| BFSG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | Apr 28, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 12, 2026 |
| Motiv8 Investments LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |