FIRST TRUST EXCHANGE-TRADED FUND - FDN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CITIGROUP INC | History | Added to | 1,158,281 | 271,072 | 0.12% | 0.0% | 1 | +1,149,272 | 12756.93% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 1,085,330 | 253,999 | 0.02% | 0.02% | 2 | -110,463 | -9.24% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 730,084 | 170,861 | 0.05% | 0.06% | 3 | -109,059 | -13.0% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 714,020 | 167,102 | 0.03% | 0.04% | 4 | -197,693 | -21.68% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 658,163 | 154,029 | 0.01% | 0.01% | 5 | -46,140 | -6.55% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 404,524 | 94,670 | 0.05% | 0.0% | 6 | +403,232 | 31209.91% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 398,912 | 93,357 | 0.03% | 0.04% | 7 | -61,405 | -13.34% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 390,904 | 91,483 | 0.01% | 0.03% | 8 | -208,445 | -34.78% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 293,230 | 68,625 | 0.01% | 0.02% | 9 | -72,800 | -19.89% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 151,887 | 35,546 | 0.01% | 0.01% | 10 | +4,266 | 2.89% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 149,392 | 34,964 | 0.05% | 0.0% | 11 | +145,636 | 3877.42% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 143,791 | 33,651 | 0.0% | 0.0% | 12 | +24,917 | 20.96% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 134,905 | 31,571 | 0.04% | 0.05% | 13 | -3,857 | -2.78% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 133,551 | 31,254 | 0.05% | 0.04% | 14 | +20,084 | 17.7% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 130,849 | 30,620 | 0.01% | 0.01% | 15 | +4,788 | 3.8% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 115,196 | 26,958 | 0.02% | 0.03% | 16 | -10,258 | -8.18% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 107,565 | 25,173 | 0.04% | 0.05% | 17 | -19,411 | -15.29% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 103,505 | 24,222 | 0.03% | 0.03% | 18 | -5,780 | -5.29% | Q1 2026 | May 05, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 103,182 | 24,147 | 0.01% | 0.01% | 19 | -3,947 | -3.68% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 97,080 | 22,719 | 0.0% | 0.0% | 20 | +13,355 | 15.95% | Q1 2026 | May 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 89,254 | 20,888 | 1.4% | — | 21 | +89,254 | New | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 88,598 | 20,735 | 0.05% | 0.06% | 22 | -3,814 | -4.13% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | Reduced | 82,399 | 19,283 | 0.02% | 0.02% | 23 | -177 | -0.21% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 82,284 | 19,257 | 0.05% | 0.07% | 24 | -11,875 | -12.61% | Q1 2026 | Apr 30, 2026 |
| Tamar Securities, LLC | History | Added to | 74,373 | 17,405 | 1.86% | 1.74% | 25 | +13,143 | 21.46% | Q1 2026 | May 14, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 69,266 | 16,210 | 0.45% | 0.54% | 26 | -2,201 | -3.08% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 64,949 | 15,200 | 0.09% | 0.1% | 27 | -697 | -1.06% | Q1 2026 | Apr 30, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 62,736 | 14,683 | 0.15% | 0.23% | 28 | -15,533 | -19.85% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 59,636 | 13,956 | 0.03% | 0.03% | 29 | +11,147 | 22.99% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 61,427 | 13,888 | 0.0% | 0.0% | 30 | +5,620 | 10.07% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 57,199 | 13,386 | 0.02% | 0.03% | 31 | +2,125 | 3.86% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 55,841 | 13,068 | 0.02% | 0.03% | 32 | -16,668 | -22.99% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 46,042 | 10,775 | 0.02% | 0.03% | 33 | -10,740 | -18.91% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 46,177 | 10,471 | 0.01% | 0.01% | 34 | +3,979 | 9.43% | Q1 2026 | May 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 44,152 | 10,332 | 0.71% | 0.82% | 35 | -1,921 | -4.17% | Q1 2026 | May 05, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | New | 44,000 | 10,297 | 0.37% | — | 36 | +44,000 | New | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 43,847 | 10,261 | 0.14% | 0.24% | 37 | -22,735 | -34.15% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 42,737 | 10,001 | 0.04% | 0.05% | 38 | +1,138 | 2.74% | Q1 2026 | Apr 30, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 39,149 | 9,162 | 0.29% | 0.02% | 39 | +37,034 | 1751.02% | Q1 2026 | May 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 37,695 | 8,821 | 0.28% | 0.53% | 40 | -24,357 | -39.25% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Reduced | 36,754 | 8,601 | 0.11% | 0.15% | 41 | -1,824 | -4.73% | Q1 2026 | May 15, 2026 |
| Warner Group LLC | History | Reduced | 35,355 | 8,274 | 5.4% | 8.66% | 42 | -16,826 | -32.25% | Q1 2026 | Apr 29, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 32,400 | 7,582 | 0.01% | 0.01% | 43 | -12,422 | -27.71% | Q1 2026 | May 15, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 31,985 | 7,485 | 2.14% | 2.53% | 44 | -920 | -2.8% | Q1 2026 | Apr 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 31,744 | 7,429 | 0.1% | 0.11% | 45 | -1,350 | -4.08% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 31,661 | 7,409 | 0.12% | 0.18% | 46 | -2,235 | -6.59% | Q1 2026 | May 18, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 31,565 | 7,387 | 0.79% | 0.88% | 47 | -235 | -0.74% | Q1 2026 | Apr 15, 2026 |
| Southland Equity Partners LLC | History | Added to | 31,444 | 7,358 | 1.43% | 1.66% | 48 | +226 | 0.72% | Q1 2026 | Apr 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 30,774 | 7,202 | 0.09% | 0.12% | 49 | -3,878 | -11.19% | Q1 2026 | Apr 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 26,472 | 7,122 | 0.05% | 0.05% | 50 | +1,148 | 4.53% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 30,327 | 7,097 | 0.09% | 0.26% | 51 | -44,957 | -59.72% | Q1 2026 | Apr 21, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 31,650 | 7,031 | 2.3% | 3.77% | 52 | -305 | -0.95% | Q1 2026 | May 13, 2026 |
| Holistic Financial Partners | History | Added to | 28,968 | 6,779 | 2.52% | 2.7% | 53 | +1,262 | 4.55% | Q1 2026 | May 05, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 28,653 | 6,705 | 3.25% | 3.72% | 54 | -23 | -0.08% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 26,066 | 6,100 | 0.03% | 0.03% | 55 | +4,398 | 20.3% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 25,578 | 5,985 | 0.03% | 0.03% | 56 | -748 | -2.84% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 25,483 | 5,963 | 0.0% | 0.0% | 57 | +359 | 1.43% | Q1 2026 | May 12, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 25,460 | 5,958 | 0.34% | 0.41% | 58 | -280 | -1.09% | Q1 2026 | May 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 24,858 | 5,817 | 0.64% | 0.74% | 59 | -1,000 | -3.87% | Q1 2026 | Apr 28, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 24,796 | 5,803 | 1.09% | 1.39% | 60 | +11,764 | 90.27% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 24,308 | 5,688 | 0.02% | 0.02% | 61 | -3,179 | -11.57% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Reduced | 23,872 | 5,586 | 0.01% | 0.01% | 62 | -835 | -3.38% | Q1 2026 | May 13, 2026 |
| Somerset Trust Co | History | Reduced | 22,787 | 5,332 | 1.64% | 1.91% | 63 | -384 | -1.66% | Q1 2026 | Apr 02, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 22,597 | 5,288 | 5.82% | 6.5% | 64 | +843 | 3.88% | Q1 2026 | Apr 07, 2026 |
| World Investment Advisors | History | Reduced | 22,473 | 5,259 | 0.08% | 0.11% | 65 | -3,563 | -13.68% | Q1 2026 | Apr 27, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 22,073 | 5,165 | 0.2% | 0.31% | 66 | +11,624 | 111.25% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 21,559 | 5,043 | 0.0% | 0.55% | 67 | -2,782,802 | -99.23% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 20,594 | 4,819 | 0.0% | 0.0% | 68 | -24,329 | -54.16% | Q1 2026 | May 15, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 20,224 | 4,733 | 4.19% | 4.66% | 69 | -93 | -0.46% | Q1 2026 | Apr 22, 2026 |
| Waverly Advisors, LLC | History | Reduced | 19,626 | 4,593 | 0.03% | 0.06% | 70 | -9,544 | -32.72% | Q1 2026 | May 15, 2026 |
| Quantitative Investment Management, LLC | History | New | 18,939 | 4,432 | 0.46% | — | 71 | +18,939 | New | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 18,842 | 4,409 | 0.06% | 0.06% | 72 | +32 | 0.17% | Q1 2026 | Apr 28, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 18,456 | 4,319 | 1.35% | 1.58% | 73 | -720 | -3.75% | Q1 2026 | May 19, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 18,404 | 4,306 | 0.29% | 0.69% | 74 | -18,689 | -50.38% | Q1 2026 | Apr 21, 2026 |
| Pathstone Holdings, LLC | History | No change | 17,690 | 4,139 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | New | 16,511 | 3,864 | 0.05% | — | 76 | +16,511 | New | Q1 2026 | Apr 23, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 16,341 | 3,824 | 1.32% | 1.49% | 77 | -762 | -4.46% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 16,218 | 3,795 | 0.06% | 0.07% | 78 | -40 | -0.25% | Q1 2026 | Apr 14, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 16,059 | 3,758 | 1.89% | 2.11% | 79 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 15,897 | 3,720 | 0.04% | 0.05% | 80 | +1,251 | 8.54% | Q1 2026 | May 15, 2026 |
| MGB Wealth Management, LLC | History | No change | 13,438 | 3,620 | 1.04% | 1.04% | 81 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 14,994 | 3,509 | 0.0% | 0.01% | 82 | -5,009 | -25.04% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 14,661 | 3,431 | 0.0% | 0.0% | 83 | -46 | -0.31% | Q1 2026 | May 08, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 13,276 | 3,106 | 0.02% | 0.02% | 84 | +230 | 1.76% | Q1 2026 | May 14, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 13,175 | 3,083 | 0.71% | 0.82% | 85 | -229 | -1.71% | Q1 2026 | Apr 17, 2026 |
| SFI Advisors, LLC | History | Reduced | 13,036 | 3,050 | 3.2% | 3.76% | 86 | -8,756 | -40.18% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 12,715 | 2,975 | 0.02% | 0.02% | 87 | +296 | 2.38% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 12,337 | 2,887 | 0.0% | 0.0% | 88 | +93 | 0.76% | Q1 2026 | May 15, 2026 |
| Somerset Group LLC | History | Reduced | 10,886 | 2,861 | 2.12% | 2.34% | 89 | -541 | -4.73% | Q1 2026 | May 13, 2026 |
| Westside Investment Management, Inc. | History | Added to | 12,059 | 2,824 | 0.43% | 0.35% | 90 | +4,021 | 50.02% | Q1 2026 | May 04, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 11,833 | 2,769 | 0.3% | 0.45% | 91 | -3,627 | -23.46% | Q1 2026 | Apr 16, 2026 |
| Independent Advisor Alliance | History | New | 11,832 | 2,768 | 0.03% | — | 92 | +11,832 | New | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 11,325 | 2,650 | 0.67% | 0.93% | 93 | -1,494 | -11.65% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Added to | 11,131 | 2,604 | 0.05% | 0.06% | 94 | +1,216 | 12.26% | Q1 2026 | Apr 13, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 9,861 | 2,601 | 0.69% | 0.78% | 95 | -1,290 | -11.57% | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 11,061 | 2,588 | 0.03% | 0.04% | 96 | -441 | -3.83% | Q1 2026 | Apr 20, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 9,649 | 2,541 | 0.54% | 0.59% | 97 | -152 | -1.55% | Q1 2026 | May 01, 2026 |
| Cresset Asset Management, LLC | History | Added to | 10,762 | 2,518 | 0.01% | 0.01% | 98 | +281 | 2.68% | Q1 2026 | May 15, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 10,681 | 2,499 | 1.35% | 1.59% | 99 | -642 | -5.67% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 10,389 | 2,431 | 0.03% | 0.04% | 100 | -581 | -5.3% | Q1 2026 | May 12, 2026 |
| HighPoint Advisor Group LLC | History | New | 10,281 | 2,406 | 0.1% | — | 101 | +10,281 | New | Q1 2026 | May 14, 2026 |
| Concentrum Wealth Management | History | Added to | 9,741 | 2,279 | 0.67% | 0.73% | 102 | +37 | 0.38% | Q1 2026 | May 04, 2026 |
| Quantum Private Wealth, LLC | History | No change | 9,695 | 2,268 | 0.7% | 0.76% | 103 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 9,660 | 2,260 | 0.0% | 0.01% | 104 | -2,098 | -17.84% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | Added to | 9,567 | 2,238 | 0.05% | 0.05% | 105 | +1,962 | 25.8% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 9,441 | 2,209 | 0.06% | 0.06% | 106 | +1,177 | 14.24% | Q1 2026 | May 14, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 10,010 | 2,204 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,351 | 2,188 | 0.0% | 0.0% | 108 | +4,249 | 83.28% | Q1 2026 | May 15, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 9,193 | 2,151 | 0.43% | 0.5% | 109 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 9,161 | 2,143 | 0.06% | 0.07% | 110 | +365 | 4.15% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 7,933 | 2,135 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 9,116 | 2,133 | 0.0% | 0.0% | 112 | +1,382 | 17.87% | Q1 2026 | May 05, 2026 |
| Paller Financial Services Inc | History | Reduced | 9,066 | 2,121 | 1.75% | 2.05% | 113 | -425 | -4.48% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,009 | 2,108 | 0.0% | 0.0% | 114 | +8,323 | 1213.27% | Q1 2026 | May 01, 2026 |
| Antonelli Financial Advisors, LLC | History | Reduced | 8,838 | 2,068 | 1.43% | 4.5% | 115 | -16,608 | -65.27% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,802 | 2,059 | 0.0% | 0.0% | 116 | +22 | 0.25% | Q1 2026 | May 07, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 8,261 | 2,054 | 0.88% | 1.01% | 117 | -111 | -1.33% | Q1 2026 | Apr 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 8,759 | 2,049 | 0.08% | 0.09% | 118 | -481 | -5.21% | Q1 2026 | Apr 20, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 8,751 | 2,047 | 0.0% | — | 120 | +8,751 | New | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | Reduced | 8,750 | 2,047 | 0.23% | 0.27% | 119 | -244 | -2.71% | Q1 2026 | May 01, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 8,509 | 1,991 | 0.15% | 0.19% | 121 | -66 | -0.77% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 8,428 | 1,972 | 0.01% | 0.01% | 122 | +1,087 | 14.81% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 8,313 | 1,945 | 0.02% | 0.03% | 123 | +336 | 4.21% | Q1 2026 | May 15, 2026 |
| TradeWell Securities, LLC. | History | Added to | 8,139 | 1,900 | 0.8% | 0.75% | 124 | +1,002 | 14.04% | Q1 2026 | Apr 13, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 7,935 | 1,857 | 0.62% | 0.7% | 125 | +24 | 0.3% | Q1 2026 | Apr 14, 2026 |
| MTM Investment Management, LLC | History | Reduced | 7,912 | 1,851 | 0.59% | 0.71% | 126 | -300 | -3.65% | Q1 2026 | May 06, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 7,822 | 1,830 | 0.37% | 0.45% | 127 | -8 | -0.1% | Q1 2026 | Apr 24, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 7,636 | 1,787 | 1.11% | 1.23% | 128 | -40 | -0.52% | Q1 2026 | May 12, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 7,496 | 1,754 | 0.22% | 0.25% | 129 | -41 | -0.54% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 7,412 | 1,734 | 0.03% | 0.05% | 130 | -2,478 | -25.06% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,397 | 1,731 | 0.02% | 0.3% | 131 | -72,113 | -90.7% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 7,393 | 1,730 | 0.02% | 0.02% | 132 | -221 | -2.9% | Q1 2026 | Apr 28, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 6,394 | 1,721 | 0.08% | 0.08% | 133 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 7,314 | 1,711 | 0.02% | 0.02% | 134 | +862 | 13.36% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 7,115 | 1,665 | 0.0% | 0.01% | 135 | -9,903 | -58.19% | Q1 2026 | May 14, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 7,089 | 1,659 | 0.42% | 0.47% | 136 | -236 | -3.22% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,886 | 1,624 | 0.02% | 0.01% | 137 | +3,550 | 106.41% | Q1 2026 | Apr 07, 2026 |
| RFG Advisory, LLC | History | Added to | 6,905 | 1,615 | 0.03% | 0.03% | 138 | +1,922 | 38.57% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Reduced | 6,877 | 1,609 | 0.01% | 0.07% | 139 | -43,785 | -86.43% | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 6,770 | 1,584 | 0.17% | 0.19% | 140 | +11 | 0.16% | Q1 2026 | Apr 22, 2026 |
| 1776 Wealth LLC | History | Reduced | 6,683 | 1,564 | 0.61% | 0.7% | 141 | -270 | -3.88% | Q1 2026 | May 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 6,639 | 1,553 | 0.05% | 0.06% | 142 | -257 | -3.73% | Q1 2026 | Apr 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 6,393 | 1,496 | 0.03% | 0.04% | 143 | -209 | -3.17% | Q1 2026 | Apr 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 6,381 | 1,493 | 0.06% | 0.06% | 144 | -52 | -0.81% | Q1 2026 | May 12, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 6,305 | 1,476 | 1.05% | 1.16% | 145 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Resolute Wealth Strategies, LLC | History | Reduced | 6,304 | 1,475 | 0.64% | 0.83% | 146 | -735 | -10.44% | Q1 2026 | May 07, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 6,226 | 1,457 | 0.51% | 0.52% | 147 | +861 | 16.05% | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 6,154 | 1,440 | 0.03% | 0.04% | 148 | -377 | -5.77% | Q1 2026 | May 04, 2026 |
| Bawa N Mallick Trust | History | Reduced | 6,100 | 1,427 | 0.58% | 0.81% | 149 | -2,000 | -24.69% | Q1 2026 | May 15, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 6,072 | 1,421 | 0.07% | 0.08% | 150 | -283 | -4.45% | Q1 2026 | Apr 09, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 5,928 | 1,398 | 0.07% | 0.08% | 151 | -190 | -3.11% | Q1 2026 | Apr 27, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 5,890 | 1,378 | 1.45% | 1.52% | 152 | +2,905 | 97.32% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,716 | 1,366 | 0.0% | 0.0% | 153 | -4,092 | -41.72% | Q1 2026 | Apr 08, 2026 |
| Western Wealth Management, LLC | History | Reduced | 5,831 | 1,364 | 0.05% | 0.08% | 154 | -390 | -6.27% | Q1 2026 | May 19, 2026 |
| VANGUARD GROUP INC | History | No change | 5,001 | 1,346 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sage Capital Management, LLC | History | No change | 5,709 | 1,336 | 0.63% | 0.71% | 156 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HFG Advisors, Inc. | History | Added to | 5,524 | 1,292 | 0.91% | 1.04% | 158 | +212 | 3.99% | Q1 2026 | May 08, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 4,868 | 1,292 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 5,400 | 1,263 | 0.0% | 0.0% | 159 | +3,700 | 217.65% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 5,377 | 1,258 | 0.01% | 0.02% | 160 | -7,039 | -56.69% | Q1 2026 | May 05, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 5,361 | 1,254 | 0.73% | 0.85% | 161 | -97 | -1.78% | Q1 2026 | Apr 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 5,306 | 1,241 | 0.0% | 0.0% | 162 | +1,872 | 54.51% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 5,293 | 1,238 | 0.02% | 0.03% | 163 | +136 | 2.64% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 5,448 | 1,231 | 0.08% | 0.07% | 164 | -204 | -3.61% | Q1 2026 | Apr 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 5,213 | 1,220 | 0.01% | 0.01% | 165 | +102 | 2.0% | Q1 2026 | Apr 07, 2026 |
| Unconventional Investor, LLC | History | Added to | 5,101 | 1,193 | 0.57% | 0.62% | 166 | +276 | 5.72% | Q1 2026 | May 18, 2026 |
| SP Asset Management LLC | History | Reduced | 5,063 | 1,184 | 0.1% | 0.15% | 167 | -1,919 | -27.48% | Q1 2026 | May 06, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 4,389 | 1,181 | 0.09% | 0.09% | 168 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 5,032 | 1,177 | 0.13% | 0.15% | 169 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 5,004 | 1,171 | 0.01% | 0.01% | 170 | +480 | 10.61% | Q1 2026 | May 13, 2026 |
| Vanguard National Trust Co | History | New | 5,001 | 1,170 | 0.07% | — | 171 | +5,001 | New | Q1 2026 | May 08, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 4,913 | 1,159 | 0.02% | 0.03% | 172 | -1,367 | -21.77% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,915 | 1,150 | 0.0% | 0.0% | 173 | -196 | -3.83% | Q1 2026 | May 13, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 4,876 | 1,141 | 0.29% | 0.38% | 174 | -141 | -2.81% | Q1 2026 | Apr 28, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 4,758 | 1,114 | 0.23% | 0.31% | 175 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 4,680 | 1,095 | 0.05% | 0.07% | 176 | -212 | -4.33% | Q1 2026 | Apr 23, 2026 |
| Apeiron RIA LLC | History | Reduced | 4,675 | 1,094 | 0.25% | 0.41% | 177 | -3,004 | -39.12% | Q1 2026 | Apr 27, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 4,647 | 1,087 | 0.18% | 0.24% | 178 | -485 | -9.45% | Q1 2026 | Apr 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 4,522 | 1,058 | 0.03% | 0.03% | 179 | -2 | -0.04% | Q1 2026 | May 11, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 4,504 | 1,054 | 0.01% | 0.02% | 180 | -1,030 | -18.61% | Q1 2026 | Apr 29, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,503 | 1,053 | 0.02% | 0.02% | 181 | -21 | -0.46% | Q1 2026 | Apr 22, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,345 | 1,017 | 0.03% | 0.04% | 182 | -534 | -10.94% | Q1 2026 | Apr 21, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 4,326 | 1,012 | 0.02% | 0.03% | 183 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 4,207 | 984 | 0.11% | 0.12% | 184 | +103 | 2.51% | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 4,170 | 983 | 0.05% | 0.1% | 185 | -4,162 | -49.95% | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 4,195 | 981 | 0.33% | 0.42% | 186 | -556 | -11.7% | Q1 2026 | Apr 09, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 7,625 | 966 | 0.05% | 0.07% | 187 | -1,881 | -19.79% | Q1 2026 | May 18, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 4,116 | 963 | 0.01% | 0.01% | 188 | -8 | -0.19% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 4,080 | 954 | 0.01% | 0.01% | 189 | +60 | 1.49% | Q1 2026 | Apr 16, 2026 |
| Keebeck Wealth Management | History | Reduced | 4,059 | 949 | 0.11% | 0.14% | 190 | -386 | -8.68% | Q1 2026 | May 14, 2026 |
| Princeton Global Asset Management LLC | History | No change | 3,815 | 892 | 0.15% | 0.17% | 191 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 3,794 | 887 | 0.03% | 0.04% | 192 | -213 | -5.32% | Q1 2026 | May 11, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 3,733 | 873 | 0.11% | 0.13% | 193 | -75 | -1.97% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 3,699 | 865 | 0.03% | 0.11% | 195 | -7,350 | -66.52% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | No change | 3,700 | 865 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 3,663 | 857 | 0.19% | 0.78% | 196 | -9,556 | -72.29% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 3,660 | 856 | 0.02% | 0.02% | 197 | -15 | -0.41% | Q1 2026 | May 11, 2026 |
| Alchemi Wealth, LLC | History | Reduced | 3,645 | 853 | 0.47% | 0.54% | 198 | -20 | -0.55% | Q1 2026 | May 07, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 3,607 | 844 | 0.07% | 0.08% | 199 | +3 | 0.08% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 3,495 | 817 | 0.01% | 0.01% | 200 | +107 | 3.16% | Q1 2026 | May 14, 2026 |
| Bensler, LLC | History | Reduced | 3,450 | 807 | 0.08% | 0.11% | 201 | -736 | -17.58% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,274 | 766 | 0.03% | 0.03% | 202 | -198 | -5.7% | Q1 2026 | Apr 07, 2026 |
| Smart Portfolios, LLC | History | Added to | 3,266 | 764 | 0.76% | 0.79% | 203 | +323 | 10.98% | Q1 2026 | May 01, 2026 |
| HB Wealth Management, LLC | History | No change | 3,267 | 764 | 0.0% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 2,853 | 763 | 0.02% | 0.02% | 205 | -3 | -0.11% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,184 | 745 | 0.0% | 0.0% | 206 | +3,155 | 10879.31% | Q1 2026 | May 13, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 3,145 | 736 | 0.1% | 0.16% | 207 | -1,107 | -26.03% | Q1 2026 | Apr 23, 2026 |
| Jacobi Capital Management LLC | History | No change | 3,140 | 734 | 0.04% | 0.05% | 208 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 3,128 | 731 | 0.09% | 0.11% | 209 | -180 | -5.44% | Q1 2026 | May 05, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 3,119 | 729 | 0.11% | 0.12% | 210 | -40 | -1.27% | Q1 2026 | Apr 21, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 2,848 | 721 | 0.3% | 0.31% | 211 | -29 | -1.01% | Q1 2026 | Apr 15, 2026 |
| EQUITABLE TRUST CO | History | Added to | 3,072 | 718 | 0.03% | 0.02% | 212 | +1,643 | 114.98% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 3,070 | 718 | 0.02% | 0.02% | 213 | -142 | -4.42% | Q1 2026 | May 15, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | New | 3,046 | 712 | 0.2% | — | 215 | +3,046 | New | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 3,044 | 712 | 0.0% | 0.0% | 214 | -517 | -14.52% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,033 | 709 | 0.05% | 0.07% | 216 | -231 | -7.08% | Q1 2026 | Apr 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 3,019 | 706 | 0.1% | 0.13% | 217 | -21 | -0.69% | Q1 2026 | May 08, 2026 |
| Sequent Planning LLC | History | Added to | 2,984 | 698 | 0.17% | 0.18% | 218 | +366 | 13.98% | Q1 2026 | Apr 21, 2026 |
| Ebert Capital Management Inc. | History | Added to | 2,954 | 691 | 0.71% | 0.54% | 219 | +799 | 37.08% | Q1 2026 | Apr 10, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 2,928 | 685 | 0.12% | 0.14% | 220 | -58 | -1.94% | Q1 2026 | May 06, 2026 |
| StoneX Group Inc. | History | Reduced | 2,889 | 676 | 0.04% | 0.12% | 221 | -7,102 | -71.08% | Q1 2026 | May 14, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 2,858 | 668 | 0.05% | 0.06% | 222 | -401 | -12.3% | Q1 2026 | May 07, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 2,766 | 647 | 0.07% | 0.07% | 223 | +258 | 10.29% | Q1 2026 | May 04, 2026 |
| Greenspring Advisors, LLC | History | No change | 2,765 | 647 | 0.04% | 0.05% | 224 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 2,711 | 634 | 0.0% | 0.0% | 225 | -135 | -4.74% | Q1 2026 | May 15, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 2,691 | 629 | 0.06% | 0.06% | 226 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 2,676 | 626 | 0.08% | 0.1% | 227 | -41 | -1.51% | Q1 2026 | Apr 08, 2026 |
| Quantbot Technologies LP | History | New | 2,664 | 623 | 0.03% | — | 228 | +2,664 | New | Q1 2026 | May 13, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Reduced | 2,306 | 622 | 0.36% | 0.51% | 229 | -575 | -19.96% | Q1 2026 | May 11, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 2,654 | 621 | 0.19% | 0.25% | 230 | -120 | -4.33% | Q1 2026 | May 05, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 2,604 | 609 | 0.01% | 0.01% | 231 | -94 | -3.48% | Q1 2026 | May 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 2,560 | 599 | 0.04% | 0.05% | 232 | -192 | -6.98% | Q1 2026 | Apr 20, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,550 | 596 | 0.04% | 0.05% | 233 | -47 | -1.81% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,486 | 581 | 0.0% | 0.0% | 234 | -12 | -0.48% | Q1 2026 | May 13, 2026 |
| BANK HAPOALIM BM | History | Reduced | 2,469 | 578 | 0.09% | 0.64% | 235 | -24,687 | -90.91% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,453 | 574 | 0.0% | 0.0% | 236 | +67 | 2.81% | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 2,423 | 567 | 0.06% | 0.07% | 237 | -25 | -1.02% | Q1 2026 | Apr 15, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 2,420 | 566 | 0.1% | 0.12% | 238 | -9 | -0.37% | Q1 2026 | May 14, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 2,125 | 564 | 0.73% | 0.73% | 239 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 2,406 | 563 | 0.04% | 0.05% | 240 | -40 | -1.64% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 2,403 | 562 | 0.26% | 0.27% | 241 | +158 | 7.04% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,385 | 562 | 0.04% | 0.05% | 242 | -132 | -5.24% | Q1 2026 | May 01, 2026 |
| MWA Asset Management | History | Reduced | 2,393 | 560 | 0.31% | 0.38% | 243 | -111 | -4.43% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,385 | 558 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ICONIQ Capital, LLC | History | New | 2,329 | 545 | 0.01% | — | 247 | +2,329 | New | Q1 2026 | May 14, 2026 |
| HF Advisory Group, LLC | History | Added to | 2,332 | 545 | 0.19% | 0.21% | 245 | +118 | 5.33% | Q1 2026 | Apr 21, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 2,331 | 545 | 0.28% | 0.33% | 246 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Jump Financial, LLC | History | New | 2,328 | 544 | 0.01% | — | 248 | +2,328 | New | Q1 2026 | May 14, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 2,296 | 537 | 0.33% | 0.42% | 249 | -4 | -0.17% | Q1 2026 | May 05, 2026 |
| Global View Capital Management LLC | History | Reduced | 2,286 | 534 | 0.14% | 0.14% | 250 | -448 | -16.39% | Q1 2026 | May 04, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | No change | 2,270 | 531 | 0.31% | 0.35% | 251 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 2,266 | 530 | 0.46% | 0.57% | 253 | -171 | -7.02% | Q1 2026 | Apr 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,348 | 530 | 0.02% | 0.02% | 252 | +137 | 6.2% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 2,264 | 529 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rockline Wealth Management, LLC | History | No change | 2,258 | 528 | 0.11% | 0.12% | 255 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Mullooly Asset Management, Inc. | History | No change | 2,225 | 520 | 0.19% | 0.22% | 256 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 2,215 | 518 | 0.21% | 0.26% | 257 | -169 | -7.09% | Q1 2026 | Apr 21, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 2,206 | 516 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | New | 2,188 | 512 | 0.0% | — | 260 | +2,188 | New | Q1 2026 | May 14, 2026 |
| Choate Investment Advisors | History | No change | 2,190 | 512 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PFG Advisors | History | Reduced | 2,181 | 510 | 0.02% | 0.04% | 261 | -518 | -19.19% | Q1 2026 | May 05, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 2,154 | 504 | 0.02% | 0.03% | 262 | -1,024 | -32.22% | Q1 2026 | Apr 14, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Reduced | 2,144 | 501 | 0.4% | 0.46% | 263 | -5 | -0.23% | Q1 2026 | Apr 16, 2026 |
| Dorsey Wright & Associates | History | New | 2,131 | 498 | 0.06% | — | 264 | +2,131 | New | Q1 2026 | May 06, 2026 |
| CHOREO, LLC | History | Added to | 2,109 | 493 | 0.01% | 0.01% | 265 | +204 | 10.71% | Q1 2026 | May 12, 2026 |
| Decker Wealth Management LLC | History | Reduced | 2,096 | 490 | 0.11% | 0.13% | 266 | -70 | -3.23% | Q1 2026 | May 06, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 2,076 | 485 | 0.34% | 0.4% | 268 | +6 | 0.29% | Q1 2026 | Apr 21, 2026 |
| Asset Dedication, LLC | History | No change | 1,805 | 485 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Nilsine Partners, LLC | History | Reduced | 1,844 | 484 | 0.04% | 1.91% | 271 | -80,194 | -97.75% | Q1 2026 | Apr 29, 2026 |
| COMMERCE BANK | History | Added to | 2,070 | 484 | 0.0% | 0.0% | 270 | +1,138 | 122.1% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 2,072 | 484 | 0.03% | 0.04% | 269 | -1 | -0.05% | Q1 2026 | Apr 15, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 2,066 | 483 | 0.04% | 0.05% | 272 | -40 | -1.9% | Q1 2026 | Apr 24, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 1,837 | 482 | 0.22% | 0.3% | 273 | -565 | -23.52% | Q1 2026 | Apr 23, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 2,030 | 475 | 0.0% | 0.0% | 274 | +165 | 8.85% | Q1 2026 | May 14, 2026 |
| Balance Wealth, LLC | History | No change | 2,025 | 474 | 0.15% | 0.17% | 275 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,019 | 472 | 0.0% | 0.0% | 276 | +936 | 86.43% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 2,013 | 471 | 0.01% | 0.02% | 277 | -1,998 | -49.81% | Q1 2026 | May 01, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 1,991 | 465 | 0.0% | 0.0% | 278 | -110 | -5.24% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 1,977 | 462 | 0.0% | 0.0% | 279 | +363 | 22.49% | Q1 2026 | May 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 1,971 | 461 | 0.01% | 0.01% | 280 | +228 | 13.08% | Q1 2026 | Apr 27, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 1,968 | 460 | 0.08% | 0.1% | 281 | -34 | -1.7% | Q1 2026 | May 11, 2026 |
| NOVEM GROUP | History | Added to | 1,961 | 458 | 0.05% | 0.04% | 282 | +736 | 60.08% | Q1 2026 | Apr 10, 2026 |
| Glassman Wealth Services | History | No change | 1,935 | 452 | 0.06% | 0.07% | 283 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| 626 Financial, LLC | History | Reduced | 1,904 | 445 | 0.2% | 0.34% | 284 | -1,046 | -35.46% | Q1 2026 | Apr 23, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 1,899 | 444 | 0.07% | 0.12% | 286 | -1,125 | -37.2% | Q1 2026 | May 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,898 | 444 | 0.0% | 0.0% | 285 | +442 | 30.36% | Q1 2026 | May 12, 2026 |
| Fusion Capital, LLC | History | Reduced | 1,897 | 443 | 0.12% | 0.15% | 287 | -57 | -2.92% | Q1 2026 | May 13, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 1,867 | 436 | 0.22% | 0.25% | 288 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Claro Advisors Inc. | History | Added to | 1,858 | 434 | 0.05% | 0.07% | 289 | +35 | 1.92% | Q1 2026 | Apr 21, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 1,837 | 429 | 0.01% | 0.01% | 290 | +207 | 12.7% | Q1 2026 | May 14, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 1,785 | 417 | 0.16% | 0.19% | 291 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 1,780 | 416 | 0.03% | 0.02% | 292 | -60 | -3.26% | Q1 2026 | Apr 28, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,771 | 414 | 0.05% | 0.05% | 293 | -109 | -5.8% | Q1 2026 | Apr 28, 2026 |
| Sensible Money, LLC | History | No change | 1,765 | 413 | 0.13% | 0.15% | 294 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 1,760 | 411 | 0.03% | 0.04% | 295 | -120 | -6.38% | Q1 2026 | Apr 08, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 1,704 | 398 | 0.01% | 0.01% | 296 | -1,290 | -43.09% | Q1 2026 | Apr 10, 2026 |
| Oak Harvest Investment Services | History | New | 1,700 | 397 | 0.04% | — | 297 | +1,700 | New | Q1 2026 | Apr 22, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 1,689 | 395 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Added to | 1,681 | 393 | 0.0% | 0.0% | 299 | +9 | 0.54% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 1,674 | 391 | 0.02% | 0.02% | 300 | +316 | 23.27% | Q1 2026 | May 12, 2026 |