FIRST TRUST EXCHANGE-TRADED FUND - FIW
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 1,007,394 | 103,892 | 0.01% | 0.01% | 1 | -50,762 | -4.8% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 948,895 | 97,859 | 0.03% | 0.03% | 2 | +12,843 | 1.37% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 512,084 | 52,811 | 0.0% | 0.0% | 3 | -7,726 | -1.49% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 308,529 | 31,818 | 0.01% | 0.01% | 4 | -12,350 | -3.85% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 293,777 | 30,297 | 0.04% | 0.04% | 5 | +24,593 | 9.14% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 270,378 | 27,884 | 0.01% | 0.01% | 6 | +2,575 | 0.96% | Q1 2026 | May 14, 2026 |
| Polianta Ltd | History | No change | 267,700 | 27,607 | 3.66% | 3.81% | 7 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 226,125 | 23,320 | 0.01% | 0.01% | 8 | +9,936 | 4.6% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Reduced | 224,477 | 23,150 | 0.0% | 0.01% | 9 | -77,680 | -25.71% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 202,368 | 20,871 | 0.02% | 0.02% | 10 | -20,007 | -9.0% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 196,287 | 20,231 | 0.0% | 0.0% | 11 | +29,380 | 17.6% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 194,132 | 20,020 | 0.02% | 0.02% | 12 | -74 | -0.04% | Q1 2026 | May 13, 2026 |
| 1832 Asset Management L.P. | History | Added to | 177,700 | 18,326 | 0.02% | 0.01% | 13 | +8,809 | 5.22% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 172,338 | 17,773 | 0.0% | 0.0% | 14 | -15,771 | -8.38% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 141,242 | 14,566 | 0.18% | 0.18% | 15 | +6,643 | 4.94% | Q1 2026 | Apr 20, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 112,957 | 11,649 | 0.94% | 0.99% | 16 | +3,511 | 3.21% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 112,785 | 11,634 | 0.02% | 0.02% | 17 | -9,553 | -7.81% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 110,833 | 11,430 | 0.44% | 0.45% | 18 | -276 | -0.25% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 98,857 | 10,195 | 0.03% | 0.03% | 19 | +3,148 | 3.29% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 97,694 | 10,075 | 0.0% | 0.0% | 20 | +42,901 | 78.3% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 87,752 | 9,049 | 0.01% | 0.01% | 21 | +2,519 | 2.96% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 75,084 | 7,743 | 0.03% | 0.03% | 22 | +9,248 | 14.05% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Reduced | 67,722 | 6,984 | 0.2% | 0.59% | 23 | -119,518 | -63.83% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 65,613 | 6,766 | 0.01% | 0.01% | 24 | +226 | 0.35% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 59,152 | 6,100 | 0.03% | 0.03% | 25 | -3,633 | -5.79% | Q1 2026 | Apr 24, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 55,314 | 5,704 | 0.11% | 0.1% | 26 | +7,049 | 14.6% | Q1 2026 | Apr 14, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 53,593 | 5,527 | 2.3% | 2.31% | 27 | +2,467 | 4.83% | Q1 2026 | Apr 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 52,435 | 5,459 | 0.09% | 0.09% | 28 | +7,205 | 15.93% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 50,883 | 5,248 | 0.01% | 0.01% | 29 | -1,188 | -2.28% | Q1 2026 | Apr 22, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 48,227 | 5,224 | 0.12% | 0.14% | 30 | -941 | -1.91% | Q1 2026 | May 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 50,000 | 5,156 | 0.0% | — | 31 | +50,000 | New | Q1 2026 | May 12, 2026 |
| Pursuit Wealth Management LLC | History | No change | 46,091 | 5,007 | 4.3% | 4.3% | 32 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| White Pine Investment CO | History | Added to | 47,814 | 4,931 | 1.15% | 1.21% | 33 | +612 | 1.3% | Q1 2026 | Apr 20, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 45,814 | 4,901 | 0.68% | 0.71% | 34 | +215 | 0.47% | Q1 2026 | Apr 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 46,657 | 4,811 | 0.2% | — | 35 | +46,657 | New | Q1 2026 | May 14, 2026 |
| Prism Advisors, Inc. | History | Added to | 45,845 | 4,727 | 1.26% | 1.32% | 36 | +186 | 0.41% | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Added to | 44,579 | 4,597 | 0.13% | 0.13% | 37 | +308 | 0.7% | Q1 2026 | May 04, 2026 |
| LexAurum Advisors, LLC | History | New | 44,050 | 4,542 | 0.59% | — | 38 | +44,050 | New | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 43,601 | 4,496 | 0.02% | 0.02% | 39 | +10,058 | 29.99% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 43,108 | 4,445 | 0.0% | 0.0% | 40 | -768 | -1.75% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 42,966 | 4,431 | 0.0% | 0.0% | 41 | +3,879 | 9.92% | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 41,721 | 4,300 | 0.0% | 0.0% | 42 | +5,442 | 15.0% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 37,484 | 3,865 | 0.03% | 0.04% | 43 | +9,716 | 34.99% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 36,613 | 3,775 | 0.01% | 0.01% | 44 | -7,561 | -17.12% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 34,582 | 3,566 | 0.04% | — | 45 | +34,582 | New | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 34,472 | 3,556 | 0.04% | 0.04% | 46 | -597 | -1.7% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 32,473 | 3,349 | 0.0% | 0.0% | 47 | +2,974 | 10.08% | Q1 2026 | May 05, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 32,216 | 3,322 | 0.74% | 0.79% | 48 | -843 | -2.55% | Q1 2026 | May 21, 2026 |
| BIP Wealth, LLC | History | Added to | 31,566 | 3,255 | 0.13% | 0.12% | 49 | +926 | 3.02% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 30,196 | 3,114 | 0.01% | 0.0% | 50 | +28,485 | 1664.82% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 28,219 | 3,065 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 29,062 | 2,997 | 0.49% | 0.5% | 52 | +1,143 | 4.09% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 26,873 | 2,771 | 0.02% | 0.02% | 53 | -364 | -1.34% | Q1 2026 | May 15, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 26,552 | 2,738 | 0.11% | 0.09% | 54 | +1,408 | 5.6% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 26,168 | 2,698 | 0.03% | 0.03% | 55 | +1,408 | 5.69% | Q1 2026 | May 05, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 23,790 | 2,453 | 0.66% | 0.7% | 56 | +508 | 2.18% | Q1 2026 | May 05, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 23,582 | 2,432 | 0.84% | 0.93% | 57 | -2,701 | -10.28% | Q1 2026 | May 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 23,188 | 2,391 | 0.02% | 0.02% | 58 | +5,325 | 29.81% | Q1 2026 | May 05, 2026 |
| Farrow Financial, Inc. | History | Added to | 23,075 | 2,379 | 1.35% | 1.42% | 59 | +362 | 1.59% | Q1 2026 | May 01, 2026 |
| Prospera Financial Services Inc | History | Added to | 22,944 | 2,373 | 0.04% | 0.04% | 60 | +751 | 3.38% | Q1 2026 | Apr 14, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Added to | 22,550 | 2,347 | 0.42% | 0.4% | 61 | +37 | 0.16% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Added to | 22,530 | 2,323 | 0.0% | 0.0% | 62 | +1,068 | 4.98% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 22,206 | 2,240 | 0.0% | 0.0% | 63 | -755 | -3.29% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 21,581 | 2,225 | 0.01% | 0.01% | 64 | +1,388 | 6.87% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 18,713 | 2,032 | 0.01% | 0.01% | 65 | +382 | 2.08% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 19,267 | 1,986 | 0.1% | 0.11% | 66 | +623 | 3.34% | Q1 2026 | Apr 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 18,103 | 1,966 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Eagle Strategies LLC | History | Added to | 18,994 | 1,958 | 0.23% | 0.2% | 68 | +4,307 | 29.33% | Q1 2026 | Apr 20, 2026 |
| Bison Wealth, LLC | History | Added to | 18,536 | 1,883 | 0.18% | 0.19% | 69 | +2,068 | 12.56% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 18,229 | 1,879 | 0.02% | 0.02% | 70 | -307 | -1.66% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 17,765 | 1,832 | 0.67% | 0.71% | 71 | -388 | -2.14% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 17,615 | 1,816 | 0.0% | 0.0% | 72 | +749 | 4.44% | Q1 2026 | May 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 17,389 | 1,793 | 0.14% | 0.15% | 73 | +4 | 0.02% | Q1 2026 | May 28, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 16,162 | 1,742 | 0.22% | 0.25% | 74 | -736 | -4.36% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 16,524 | 1,704 | 0.11% | 0.11% | 75 | +1,287 | 8.45% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 16,442 | 1,695 | 0.02% | 0.02% | 76 | +1,895 | 13.03% | Q1 2026 | Apr 23, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 16,027 | 1,652 | 0.08% | 0.07% | 77 | +977 | 6.49% | Q1 2026 | May 06, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 15,652 | 1,614 | 0.39% | 0.39% | 78 | -123 | -0.78% | Q1 2026 | Apr 17, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 15,571 | 1,605 | 0.57% | 0.68% | 79 | -2,087 | -11.82% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Management, Inc. | History | Added to | 15,223 | 1,569 | 0.25% | 0.26% | 80 | +765 | 5.29% | Q1 2026 | Apr 16, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 14,829 | 1,529 | 0.8% | 0.81% | 81 | +43 | 0.29% | Q1 2026 | Apr 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 14,720 | 1,518 | 0.02% | 0.02% | 82 | +9 | 0.06% | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 14,560 | 1,501 | 0.01% | 0.01% | 83 | -596 | -3.93% | Q1 2026 | May 05, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 14,524 | 1,497 | 0.0% | 0.0% | 84 | -412 | -2.76% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 14,074 | 1,465 | 0.1% | 0.11% | 85 | -51 | -0.36% | Q1 2026 | May 01, 2026 |
| Summit Financial, LLC | History | Reduced | 14,142 | 1,458 | 0.02% | 0.03% | 86 | -3,156 | -18.24% | Q1 2026 | May 15, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 13,789 | 1,422 | 0.41% | 0.47% | 87 | -824 | -5.64% | Q1 2026 | Apr 30, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 13,596 | 1,402 | 0.06% | 0.07% | 88 | -1,007 | -6.9% | Q1 2026 | May 08, 2026 |
| GTS SECURITIES LLC | History | New | 13,371 | 1,378 | 0.05% | — | 89 | +13,371 | New | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 12,623 | 1,301 | 0.0% | 0.0% | 90 | +650 | 5.43% | Q1 2026 | Jun 02, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 12,460 | 1,297 | 0.06% | 0.07% | 91 | -548 | -4.21% | Q1 2026 | Apr 27, 2026 |
| BLVD Private Wealth, LLC | History | New | 12,523 | 1,291 | 1.12% | — | 92 | +12,523 | New | Q1 2026 | Apr 23, 2026 |
| Mariner, LLC | History | Reduced | 12,477 | 1,286 | 0.0% | 0.0% | 93 | -4,354 | -25.87% | Q1 2026 | May 13, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 12,326 | 1,271 | 0.89% | 0.9% | 94 | +670 | 5.75% | Q1 2026 | May 29, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 12,308 | 1,269 | 0.9% | 0.96% | 95 | +23 | 0.19% | Q1 2026 | Apr 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 12,226 | 1,260 | 0.0% | — | 96 | +12,226 | New | Q1 2026 | May 15, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 11,846 | 1,221 | 0.44% | 0.44% | 97 | -193 | -1.6% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 11,688 | 1,205 | 0.0% | 0.0% | 98 | +1,189 | 11.32% | Q1 2026 | May 15, 2026 |
| Sage Capital Management, LLC | History | Reduced | 11,601 | 1,196 | 0.56% | 0.6% | 99 | -329 | -2.76% | Q1 2026 | Apr 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 11,340 | 1,169 | 0.01% | 0.01% | 100 | -163 | -1.42% | Q1 2026 | May 06, 2026 |
| PFG Advisors | History | Added to | 11,339 | 1,169 | 0.06% | 0.06% | 101 | +49 | 0.43% | Q1 2026 | May 05, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Reduced | 10,894 | 1,123 | 0.89% | 1.06% | 102 | -1,452 | -11.76% | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,763 | 1,110 | 0.02% | 0.02% | 103 | +1,118 | 11.59% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Reduced | 10,717 | 1,105 | 0.04% | 0.05% | 104 | -127 | -1.17% | Q1 2026 | May 19, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 10,646 | 1,097 | 0.01% | 0.01% | 105 | +457 | 4.49% | Q1 2026 | Apr 28, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 10,345 | 1,066 | 0.02% | 0.02% | 106 | -55 | -0.53% | Q1 2026 | May 12, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 10,193 | 1,051 | 0.9% | 3.1% | 107 | -26,370 | -72.12% | Q1 2026 | Apr 24, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 10,128 | 1,044 | 0.03% | — | 108 | +10,128 | New | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 10,019 | 1,033 | 0.08% | 0.09% | 109 | +274 | 2.81% | Q1 2026 | Apr 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 9,900 | 1,020 | 0.02% | 0.03% | 110 | +31 | 0.31% | Q1 2026 | Apr 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 9,613 | 991 | 0.04% | 0.05% | 111 | -504 | -4.98% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 9,592 | 989 | 0.02% | 0.02% | 112 | -332 | -3.35% | Q1 2026 | Apr 15, 2026 |
| Platform Technology Partners | History | No change | 9,500 | 979 | 0.19% | 0.22% | 113 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 9,276 | 956 | 0.07% | 0.06% | 114 | +838 | 9.93% | Q1 2026 | May 05, 2026 |
| MTM Investment Management, LLC | History | No change | 9,185 | 947 | 0.3% | 0.32% | 115 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 8,889 | 916 | 0.17% | 0.22% | 116 | +1,464 | 19.72% | Q1 2026 | May 01, 2026 |
| StoneX Group Inc. | History | Reduced | 8,657 | 892 | 0.05% | 0.05% | 117 | -929 | -9.69% | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | Added to | 8,492 | 875 | 0.06% | 0.06% | 118 | +643 | 8.19% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,271 | 857 | 0.0% | 0.0% | 119 | -1,528 | -15.59% | Q1 2026 | Apr 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 8,109 | 836 | 0.0% | 0.0% | 120 | -14,927 | -64.8% | Q1 2026 | May 15, 2026 |
| FreeGulliver LLC | History | Added to | 8,069 | 832 | 0.35% | 0.3% | 121 | +521 | 6.9% | Q1 2026 | May 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 8,000 | 825 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | Reduced | 7,970 | 821 | 0.0% | 0.02% | 123 | -20,668 | -72.17% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 7,958 | 820 | 0.01% | 0.01% | 124 | +777 | 10.82% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 7,895 | 814 | 0.0% | 0.01% | 125 | -4,761 | -37.62% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 7,813 | 805 | 0.03% | 0.02% | 126 | +153 | 2.0% | Q1 2026 | Apr 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 7,698 | 793 | 0.02% | 0.02% | 127 | +215 | 2.87% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,841 | 705 | 0.0% | 0.0% | 128 | +3,800 | 124.96% | Q1 2026 | May 08, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 6,702 | 691 | 0.07% | 0.07% | 129 | +800 | 13.55% | Q1 2026 | May 11, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 6,653 | 686 | 0.33% | 0.34% | 130 | +430 | 6.91% | Q1 2026 | May 08, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 6,511 | 671 | 0.17% | 0.14% | 131 | +1,437 | 28.32% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Added to | 6,402 | 660 | 0.0% | 0.0% | 132 | +1,744 | 37.44% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 6,390 | 659 | 0.0% | 0.0% | 133 | -207 | -3.14% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,361 | 656 | 0.01% | 0.01% | 134 | +1,399 | 28.19% | Q1 2026 | Apr 20, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 6,338 | 653 | 0.05% | 0.05% | 135 | +519 | 8.92% | Q1 2026 | Apr 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 6,251 | 644 | 0.01% | 0.02% | 136 | +252 | 4.2% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 6,231 | 642 | 0.03% | 0.03% | 137 | +835 | 15.47% | Q1 2026 | Apr 27, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 6,127 | 631 | 0.41% | 0.47% | 138 | -91 | -1.46% | Q1 2026 | Apr 23, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 6,075 | 626 | 0.05% | 0.05% | 139 | -449 | -6.88% | Q1 2026 | Apr 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 6,066 | 626 | 0.02% | 0.02% | 140 | +195 | 3.32% | Q1 2026 | Apr 21, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 6,031 | 621 | 0.0% | 0.0% | 141 | -315 | -4.96% | Q1 2026 | May 14, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 6,009 | 619 | 0.13% | 0.27% | 142 | -5,465 | -47.63% | Q1 2026 | Apr 30, 2026 |
| Regal Investment Advisors LLC | History | Added to | 5,867 | 605 | 0.03% | 0.04% | 143 | +224 | 3.97% | Q1 2026 | May 14, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 5,848 | 603 | 0.08% | 0.07% | 144 | +852 | 17.05% | Q1 2026 | Apr 20, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 5,830 | 601 | 0.01% | 0.01% | 145 | +239 | 4.27% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 5,716 | 589 | 0.02% | 0.03% | 147 | +2,911 | 103.78% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 5,716 | 589 | 0.03% | 0.04% | 146 | -2,819 | -33.03% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,690 | 586 | 0.01% | 0.01% | 148 | +249 | 4.58% | Q1 2026 | May 18, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 5,554 | 572 | 0.02% | 0.02% | 149 | +399 | 7.74% | Q1 2026 | Apr 08, 2026 |
| Ignite Planners, LLC | History | Added to | 5,472 | 564 | 0.09% | 0.09% | 150 | +112 | 2.09% | Q1 2026 | Apr 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 5,436 | 560 | 0.03% | 0.03% | 151 | +2 | 0.04% | Q1 2026 | Apr 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 5,413 | 558 | 0.09% | 0.11% | 152 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 5,195 | 535 | 0.04% | 0.05% | 153 | +47 | 0.91% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 5,173 | 533 | 0.01% | 0.01% | 154 | -484 | -8.56% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 4,714 | 486 | 0.02% | 0.02% | 155 | +811 | 20.78% | Q1 2026 | May 11, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 4,671 | 481 | 0.03% | 0.03% | 156 | +6 | 0.13% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,653 | 479 | 0.0% | 0.0% | 157 | +1,425 | 44.14% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Added to | 4,522 | 466 | 0.01% | 0.0% | 158 | +1,925 | 74.12% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | No change | 4,502 | 464 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 4,433 | 457 | 0.4% | 0.53% | 161 | -1,214 | -21.5% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,390 | 457 | 0.0% | 0.0% | 160 | +731 | 19.98% | Q1 2026 | Apr 07, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 4,400 | 454 | 0.25% | 0.27% | 162 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 4,372 | 450 | 0.16% | 0.15% | 163 | +1 | 0.02% | Q1 2026 | Apr 21, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 4,335 | 447 | 0.08% | 0.09% | 164 | +2,172 | 100.42% | Q1 2026 | Apr 29, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 4,277 | 441 | 0.08% | 0.09% | 165 | -328 | -7.12% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 4,275 | 440 | 0.01% | 0.01% | 166 | -50 | -1.16% | Q1 2026 | May 15, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 4,225 | 435 | 0.14% | 0.19% | 167 | -642 | -13.19% | Q1 2026 | Apr 17, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 4,155 | 428 | 0.06% | 0.06% | 168 | +87 | 2.14% | Q1 2026 | Apr 28, 2026 |
| Trinity Legacy Partners, LLC | History | Reduced | 3,908 | 425 | 0.09% | 0.18% | 169 | -3,164 | -44.74% | Q1 2026 | Apr 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 4,040 | 416 | 0.01% | 0.01% | 170 | +271 | 7.19% | Q1 2026 | May 15, 2026 |
| SFI Advisors, LLC | History | Reduced | 4,025 | 415 | 0.44% | 0.76% | 171 | -6,842 | -62.96% | Q1 2026 | May 05, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 3,917 | 404 | 0.26% | 0.31% | 172 | -471 | -10.73% | Q1 2026 | Apr 28, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 3,897 | 401 | 0.03% | 0.1% | 173 | -6,013 | -60.68% | Q1 2026 | Apr 16, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 3,878 | 399 | 0.02% | 0.03% | 174 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 3,861 | 398 | 0.02% | 0.02% | 175 | -840 | -17.87% | Q1 2026 | May 04, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 3,851 | 397 | 0.06% | 0.06% | 176 | +507 | 15.16% | Q1 2026 | Apr 22, 2026 |
| TruWealth Advisors, LLC | History | No change | 3,843 | 396 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 3,827 | 394 | 0.01% | 0.01% | 178 | +19 | 0.5% | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | Added to | 3,806 | 392 | 0.01% | 0.01% | 179 | +3 | 0.08% | Q1 2026 | Apr 08, 2026 |
| NBT BANK N A /NY | History | Added to | 3,788 | 390 | 0.03% | 0.03% | 180 | +3,679 | 3375.23% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,774 | 389 | 0.0% | 0.0% | 181 | -154 | -3.92% | Q1 2026 | Apr 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,754 | 387 | 0.0% | 0.0% | 182 | -21,673 | -85.24% | Q1 2026 | May 15, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 3,706 | 382 | 0.18% | 0.2% | 183 | -385 | -9.41% | Q1 2026 | May 05, 2026 |
| Kaizen Financial Strategies | History | Added to | 3,539 | 376 | 0.16% | 0.17% | 184 | +6 | 0.17% | Q1 2026 | May 01, 2026 |
| Tactive Advisors, LLC | History | Added to | 3,569 | 368 | 0.1% | 0.11% | 185 | +74 | 2.12% | Q1 2026 | Apr 16, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 3,547 | 365 | 0.02% | 0.02% | 186 | -96 | -2.64% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 3,284 | 353 | 0.02% | 0.05% | 187 | -4,247 | -56.39% | Q1 2026 | Apr 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,387 | 349 | 0.01% | 0.01% | 188 | -278 | -7.59% | Q1 2026 | Apr 07, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 3,156 | 325 | 0.02% | 0.02% | 189 | -83 | -2.56% | Q1 2026 | Apr 28, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 3,111 | 320 | 0.02% | 0.02% | 190 | +1 | 0.03% | Q1 2026 | May 11, 2026 |
| Van Diest Capital, LLC | History | New | 3,020 | 311 | 0.24% | — | 191 | +3,020 | New | Q1 2026 | May 15, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 2,854 | 301 | 0.09% | 0.12% | 193 | -425 | -12.96% | Q1 2026 | Apr 30, 2026 |
| Dash Acquisitions Inc. | History | Added to | 2,797 | 301 | 0.06% | 0.06% | 192 | +99 | 3.67% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,860 | 294 | 0.01% | 0.01% | 194 | +271 | 10.47% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 2,808 | 289 | 0.0% | 0.0% | 195 | +382 | 15.75% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Added to | 2,770 | 285 | 0.0% | 0.0% | 196 | +88 | 3.28% | Q1 2026 | May 11, 2026 |
| Tudor Financial Inc. | History | No change | 2,710 | 279 | 0.14% | 0.15% | 197 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,669 | 275 | 0.01% | 0.01% | 198 | +591 | 28.44% | Q1 2026 | Apr 20, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 2,671 | 275 | 0.03% | 0.03% | 199 | +49 | 1.87% | Q1 2026 | Apr 30, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 2,646 | 272 | 0.18% | 0.18% | 200 | +106 | 4.17% | Q1 2026 | May 07, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 2,630 | 271 | 0.13% | 0.14% | 201 | +10 | 0.38% | Q1 2026 | May 07, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 2,631 | 271 | 0.02% | 0.02% | 202 | +4 | 0.15% | Q1 2026 | May 15, 2026 |
| KWB Wealth | History | Reduced | 2,481 | 269 | 0.03% | 0.03% | 203 | -293 | -10.56% | Q1 2026 | Apr 08, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,608 | 268 | 0.02% | 0.01% | 204 | +595 | 29.56% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 2,548 | 262 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,533 | 261 | 0.01% | 0.01% | 206 | +557 | 28.19% | Q1 2026 | May 18, 2026 |
| Mason & Associates Inc | History | Reduced | 2,590 | 261 | 0.05% | 0.06% | 207 | -232 | -8.22% | Q1 2026 | Apr 30, 2026 |
| Retirement Planning Group, LLC | History | New | 2,513 | 259 | 0.01% | — | 208 | +2,513 | New | Q1 2026 | May 04, 2026 |
| Grantvest Financial Group LLC | History | Added to | 2,428 | 250 | 0.16% | 0.16% | 209 | +176 | 7.82% | Q1 2026 | May 11, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 2,358 | 243 | 0.04% | 0.04% | 210 | -64 | -2.64% | Q1 2026 | May 07, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 2,358 | 243 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 2,278 | 242 | 0.14% | 0.17% | 212 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Trivant Custom Portfolio Group, LLC | History | No change | 2,315 | 238 | 0.13% | 0.14% | 213 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 2,225 | 229 | 0.01% | 0.01% | 214 | -702 | -23.98% | Q1 2026 | Apr 10, 2026 |
| Apeiron RIA LLC | History | Reduced | 2,225 | 229 | 0.05% | 0.06% | 215 | -420 | -15.88% | Q1 2026 | Apr 27, 2026 |
| Accel Wealth Management | History | Added to | 2,230 | 229 | 0.06% | 0.07% | 216 | +34 | 1.55% | Q1 2026 | Apr 08, 2026 |
| Mutual Advisors, LLC | History | New | 2,199 | 226 | 0.0% | — | 217 | +2,199 | New | Q1 2026 | May 01, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 2,182 | 224 | 0.01% | 0.01% | 218 | -2 | -0.09% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 2,165 | 223 | 0.02% | 0.02% | 219 | -797 | -26.91% | Q1 2026 | Apr 20, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,105 | 219 | 0.0% | 0.0% | 221 | +500 | 31.15% | Q1 2026 | May 12, 2026 |
| Private Advisory Group LLC | History | Added to | 2,130 | 219 | 0.01% | 0.02% | 220 | +195 | 10.08% | Q1 2026 | May 08, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 2,120 | 218 | 0.04% | 0.04% | 222 | -16 | -0.75% | Q1 2026 | Apr 16, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 2,105 | 217 | 0.08% | 0.08% | 223 | +4 | 0.19% | Q1 2026 | Apr 24, 2026 |
| Corient Private Wealth LLC | History | Reduced | 2,102 | 216 | 0.0% | 0.0% | 224 | -20 | -0.94% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | No change | 2,049 | 212 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,878 | 193 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 1,839 | 191 | 0.0% | 0.0% | 227 | +1,152 | 167.69% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | No change | 1,712 | 176 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,550 | 159 | 0.0% | 0.01% | 229 | -656 | -29.74% | Q1 2026 | Apr 27, 2026 |
| Larson Financial Group LLC | History | Added to | 1,377 | 142 | 0.0% | 0.0% | 230 | +10 | 0.73% | Q1 2026 | May 15, 2026 |
| Financial Perspectives, Inc | History | Added to | 1,380 | 142 | 0.04% | 0.04% | 231 | +1 | 0.07% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Added to | 1,365 | 140 | 0.0% | 0.0% | 232 | +20 | 1.49% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,354 | 139 | 0.01% | 0.02% | 233 | -562 | -29.33% | Q1 2026 | Apr 30, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,334 | 137 | 0.08% | 0.08% | 234 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Allworth Financial LP | History | Reduced | 1,189 | 122 | 0.0% | 0.0% | 235 | -356 | -23.04% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 1,168 | 120 | 0.0% | 0.0% | 236 | -194 | -14.24% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | No change | 1,087 | 113 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| REAP Financial Group, LLC | History | Added to | 962 | 99 | 0.02% | 0.02% | 238 | +1 | 0.1% | Q1 2026 | May 11, 2026 |
| Mechanics Financial Corp | History | No change | 900 | 92 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 823 | 84 | 0.0% | 0.01% | 240 | -9,144 | -91.74% | Q1 2026 | May 06, 2026 |
| Advocate Investing Services LLC | History | Added to | 824 | 84 | 0.07% | 0.08% | 241 | +2 | 0.24% | Q1 2026 | Apr 22, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 778 | 80 | 0.02% | 0.02% | 242 | -50 | -6.04% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 706 | 72 | 0.0% | 0.0% | 243 | -25 | -3.42% | Q1 2026 | Apr 13, 2026 |
| BOKF, NA | History | No change | 625 | 64 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 610 | 62 | 0.0% | 0.0% | 245 | -162 | -20.98% | Q1 2026 | Apr 17, 2026 |
| Basepoint Wealth LLC | History | Added to | 607 | 62 | 0.04% | 0.04% | 246 | +2 | 0.33% | Q1 2026 | May 07, 2026 |
| NFSG Corp | History | Added to | 573 | 59 | 0.01% | 0.01% | 248 | +50 | 9.56% | Q1 2026 | May 05, 2026 |
| First Pacific Financial | History | Added to | 573 | 59 | 0.01% | 0.01% | 247 | +1 | 0.17% | Q1 2026 | Apr 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 546 | 56 | 0.0% | 0.0% | 249 | +195 | 55.56% | Q1 2026 | May 13, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 491 | 50 | 0.04% | 0.05% | 251 | -79 | -13.86% | Q1 2026 | Apr 07, 2026 |
| PFS Partners, LLC | History | Added to | 494 | 50 | 0.02% | 0.02% | 250 | +1 | 0.2% | Q1 2026 | Apr 09, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 460 | 47 | 0.0% | 0.0% | 252 | +23 | 5.26% | Q1 2026 | Apr 27, 2026 |
| Evolution Advisers, Inc. | History | No change | 456 | 47 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 440 | 45 | 0.0% | — | 254 | +440 | New | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 406 | 44 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 386 | 39 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Perkins Coie Trust Co | History | No change | 350 | 36 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ASSETMARK, INC | History | Added to | 344 | 35 | 0.0% | 0.0% | 258 | +161 | 87.98% | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 301 | 31 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 300 | 31 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 300 | 30 | 0.0% | 0.0% | 261 | +16 | 5.63% | Q1 2026 | Apr 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 298 | 30 | 0.02% | 0.03% | 262 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 300 | 30 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Investors Research Corp | History | Reduced | 290 | 29 | 0.01% | 0.01% | 264 | -387 | -57.16% | Q1 2026 | Apr 03, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 288 | 29 | 0.01% | — | 265 | +288 | New | Q1 2026 | Apr 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 281 | 28 | 0.0% | — | 267 | +281 | New | Q1 2026 | Apr 13, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 276 | 28 | 0.01% | 0.0% | 266 | +96 | 53.33% | Q1 2026 | Apr 15, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 260 | 26 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Boreal Capital Management LLC | History | No change | 225 | 23 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 202 | 20 | 0.0% | 0.0% | 272 | +1 | 0.5% | Q1 2026 | Apr 10, 2026 |
| Abound Wealth Management | History | Added to | 202 | 20 | 0.0% | 0.0% | 273 | +1 | 0.5% | Q1 2026 | Apr 10, 2026 |
| Costello Asset Management, INC | History | No change | 200 | 20 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Scarborough Advisors, LLC | History | No change | 203 | 20 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 187 | 19 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EFG International AG | History | No change | 190 | 19 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 170 | 17 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 161 | 16 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 151 | 15 | 0.0% | 0.0% | 278 | -98 | -39.36% | Q1 2026 | May 13, 2026 |
| Truvestments Capital LLC | History | No change | 150 | 15 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 136 | 14 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 117 | 12 | 0.0% | 0.0% | 281 | +44 | 60.27% | Q1 2026 | May 08, 2026 |
| Winthrop Capital Management, LLC | History | No change | 115 | 12 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 108 | 11 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 116 | 11 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 106 | 10 | 0.01% | 0.0% | 288 | +71 | 202.86% | Q1 2026 | May 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 100 | 10 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 100 | 10 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 100 | 10 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 100 | 10 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Sankala Group LLC | History | No change | 101 | 10 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 95 | 9 | 0.0% | 0.0% | 291 | -318 | -77.0% | Q1 2026 | May 14, 2026 |
| Dunhill Financial, LLC | History | Reduced | 94 | 9 | 0.0% | 0.01% | 292 | -159 | -62.85% | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | No change | 79 | 8 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Noble Wealth Management PBC | History | No change | 84 | 8 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Signature Equity Partners, LLC | History | Added to | 76 | 7 | 0.0% | 0.0% | 297 | +1 | 1.33% | Q1 2026 | May 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 70 | 7 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Key FInancial Inc | History | No change | 70 | 7 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Rossby Financial, LCC | History | No change | 66 | 6 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | New | 52 | 5 | 0.0% | — | 303 | +52 | New | Q1 2026 | May 15, 2026 |
| RMG Wealth Management LLC | History | New | 50 | 5 | 0.0% | — | 302 | +50 | New | Q1 2026 | May 14, 2026 |