FIRST TRUST EXCHANGE-TRADED FUND VIII - FIXD
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 | Added to | 8,906,859 | 388,250 | 0.02% | 0.02% | 1 | +47,710 | 0.54% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 8,092,909 | 352,769 | 0.09% | 0.09% | 2 | +1,016,129 | 14.36% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,954,859 | 259,572 | 0.05% | 0.05% | 3 | +23,999 | 0.4% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,816,876 | 122,787 | 0.04% | 0.04% | 4 | -79,958 | -2.76% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,312,968 | 100,824 | 0.02% | 0.03% | 5 | -958,923 | -29.31% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,261,190 | 98,565 | 0.03% | 0.03% | 6 | +76,926 | 3.52% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,640,667 | 71,516 | 0.08% | 0.07% | 7 | +199,755 | 13.86% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,537,064 | 67,000 | 0.01% | 0.01% | 8 | +102,253 | 7.13% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,535,593 | 66,936 | 0.01% | 0.01% | 9 | +10,964 | 0.72% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,200,067 | 52,310 | 0.07% | 0.07% | 10 | +34,020 | 2.92% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 945,688 | 41,222 | 0.04% | 0.05% | 11 | -1,841 | -0.19% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 915,602 | 39,911 | 0.0% | 0.0% | 12 | -98,836 | -9.74% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 857,345 | 37,371 | 0.14% | 0.13% | 13 | +79,396 | 10.21% | Q1 2026 | Jun 02, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 856,734 | 37,345 | 0.87% | 0.61% | 14 | +291,705 | 51.63% | Q1 2026 | May 04, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 784,257 | 34,185 | 5.41% | 5.3% | 15 | +58,871 | 8.12% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 764,931 | 33,343 | 0.09% | 0.09% | 16 | +13,212 | 1.76% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 759,099 | 33,092 | 0.05% | 0.05% | 17 | -82,244 | -9.78% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 739,524 | 32,236 | 0.06% | 0.06% | 18 | +24,239 | 3.39% | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Added to | 731,650 | 31,887 | 0.16% | 0.16% | 19 | +51,541 | 7.58% | Q1 2026 | May 15, 2026 |
| GDS Wealth Management | History | Added to | 685,735 | 29,891 | 1.8% | 1.69% | 20 | +77,581 | 12.76% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Added to | 638,957 | 27,852 | 0.79% | 0.77% | 21 | +42,199 | 7.07% | Q1 2026 | May 13, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 638,192 | 27,818 | 2.88% | 2.87% | 22 | +15,312 | 2.46% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 571,263 | 24,901 | 0.02% | 0.02% | 23 | +32,051 | 5.94% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 538,337 | 23,466 | 0.04% | 0.04% | 24 | +3,475 | 0.65% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 535,827 | 23,361 | 0.38% | 0.38% | 25 | +7,439 | 1.41% | Q1 2026 | Apr 14, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 489,876 | 21,353 | 0.65% | 0.46% | 26 | +157,900 | 47.56% | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 459,424 | 20,026 | 0.03% | 0.03% | 27 | -87,973 | -16.07% | Q1 2026 | Apr 27, 2026 |
| TCP Asset Management, LLC | History | Added to | 421,943 | 18,392 | 2.36% | 3.05% | 28 | +13,833 | 3.39% | Q1 2026 | Apr 10, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 419,909 | 18,303 | 2.02% | 1.76% | 29 | +65,904 | 18.62% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 406,943 | 17,738 | 0.0% | 0.0% | 30 | +372,873 | 1094.43% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 393,924 | 17,171 | 0.0% | 0.0% | 31 | +384,053 | 3890.72% | Q1 2026 | May 12, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 380,905 | 16,603 | 5.09% | 5.21% | 32 | -3,816 | -0.99% | Q1 2026 | May 11, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 327,078 | 14,257 | 8.64% | 8.71% | 33 | +5,694 | 1.77% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 250,504 | 10,919 | 0.02% | 0.02% | 34 | -48,660 | -16.27% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Reduced | 233,818 | 10,192 | 2.07% | 2.25% | 35 | -1,259 | -0.54% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 230,370 | 10,041 | 0.01% | 0.01% | 36 | +27,188 | 13.38% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 230,133 | 10,031 | 0.03% | 0.03% | 37 | -25,545 | -9.99% | Q1 2026 | May 04, 2026 |
| LexAurum Advisors, LLC | History | New | 225,414 | 9,825 | 1.27% | — | 38 | +225,414 | New | Q1 2026 | Apr 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 223,334 | 9,735 | 0.02% | 0.02% | 39 | +10,126 | 4.75% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 219,005 | 9,546 | 0.01% | 0.0% | 40 | +46,173 | 26.72% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Reduced | 208,402 | 9,084 | 0.01% | 0.03% | 41 | -425,276 | -67.11% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 206,779 | 9,013 | 0.18% | 0.17% | 42 | +23,958 | 13.1% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 206,631 | 9,007 | 0.19% | 0.2% | 43 | +4,303 | 2.13% | Q1 2026 | Apr 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 199,500 | 8,698 | 0.09% | 0.09% | 44 | +11,379 | 6.05% | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 189,770 | 8,272 | 2.08% | 2.34% | 45 | +8,610 | 4.75% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 189,328 | 8,252 | 0.07% | 0.02% | 46 | +147,423 | 351.8% | Q1 2026 | May 15, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 187,923 | 8,191 | 2.19% | 2.57% | 47 | +36,348 | 23.98% | Q1 2026 | Apr 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 176,872 | 7,709 | 0.04% | 0.04% | 48 | +1,754 | 1.0% | Q1 2026 | May 05, 2026 |
| RFG Advisory, LLC | History | Added to | 165,228 | 7,202 | 0.13% | 0.06% | 49 | +97,257 | 143.09% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 152,623 | 6,652 | 0.03% | 0.03% | 50 | -13,244 | -7.98% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 137,923 | 6,012 | 0.2% | 0.2% | 51 | +7,379 | 5.65% | Q1 2026 | Apr 07, 2026 |
| ERn Financial, LLC | History | Added to | 136,327 | 5,942 | 1.12% | 1.13% | 52 | +202 | 0.15% | Q1 2026 | Apr 24, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 131,631 | 5,833 | 0.27% | 0.27% | 53 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 122,787 | 5,352 | 0.17% | 0.33% | 54 | -103,736 | -45.79% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 122,716 | 5,349 | 0.06% | 0.06% | 55 | +1,790 | 1.48% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 116,259 | 5,152 | 0.03% | 0.03% | 56 | +5,616 | 5.08% | Q1 2026 | May 15, 2026 |
| Randall & Associates Wealth Management | History | Reduced | 116,551 | 5,080 | 3.42% | 4.31% | 57 | -23,812 | -16.96% | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | Reduced | 114,224 | 4,979 | 0.02% | 0.02% | 58 | -4,189 | -3.54% | Q1 2026 | Apr 24, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Added to | 112,254 | 4,893 | 2.69% | 2.71% | 59 | +2,670 | 2.44% | Q1 2026 | Apr 27, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 112,043 | 4,883 | 1.52% | 1.06% | 60 | +35,204 | 45.82% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Added to | 108,003 | 4,707 | 0.01% | 0.01% | 61 | +5,186 | 5.04% | Q1 2026 | May 06, 2026 |
| Retirement Planning Group, LLC | History | Added to | 107,088 | 4,667 | 0.14% | 0.14% | 62 | +10,953 | 11.39% | Q1 2026 | May 04, 2026 |
| Family Capital Management, Inc. | History | Added to | 106,151 | 4,627 | 2.06% | 1.9% | 63 | +9,723 | 10.08% | Q1 2026 | Apr 22, 2026 |
| Sequent Planning LLC | History | Reduced | 103,951 | 4,531 | 1.1% | 1.2% | 64 | -2,309 | -2.17% | Q1 2026 | Apr 21, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 103,251 | 4,500 | 0.96% | 0.96% | 65 | +585 | 0.57% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 101,987 | 4,445 | 0.11% | 0.1% | 66 | +10,499 | 11.48% | Q1 2026 | May 11, 2026 |
| Capital Planning LLC | History | Reduced | 101,089 | 4,406 | 1.43% | 1.26% | 67 | -136 | -0.13% | Q1 2026 | Apr 29, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 95,471 | 4,161 | 0.1% | 0.1% | 68 | -2,114 | -2.17% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 94,907 | 4,136 | 0.09% | 0.09% | 69 | +4,193 | 4.62% | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 93,364 | 4,069 | 0.06% | 0.07% | 70 | -18,192 | -16.31% | Q1 2026 | May 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 91,888 | 4,005 | 1.25% | 1.34% | 71 | -3,646 | -3.82% | Q1 2026 | May 13, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 88,165 | 3,843 | 0.97% | 0.92% | 72 | +6,888 | 8.47% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Reduced | 84,939 | 3,702 | 0.06% | 0.06% | 73 | -1,074 | -1.25% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 84,497 | 3,683 | 0.06% | 0.06% | 74 | +15,941 | 23.25% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 84,498 | 3,683 | 0.39% | 0.4% | 75 | +873 | 1.04% | Q1 2026 | May 04, 2026 |
| Westside Investment Management, Inc. | History | Added to | 83,910 | 3,658 | 0.56% | 0.48% | 76 | +16,315 | 24.14% | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 82,235 | 3,584 | 0.08% | 0.06% | 77 | +23,132 | 39.14% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 75,469 | 3,289 | 0.13% | 0.17% | 78 | +40,294 | 114.55% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 75,145 | 3,275 | 0.04% | 0.26% | 79 | -437,043 | -85.33% | Q1 2026 | May 05, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 74,831 | 3,261 | 0.45% | 0.45% | 80 | -1,585 | -2.07% | Q1 2026 | May 04, 2026 |
| CFO4Life Group, LLC | History | Reduced | 73,699 | 3,212 | 0.49% | 0.48% | 81 | -1,844 | -2.44% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 73,099 | 3,186 | 0.04% | 0.04% | 82 | +3,890 | 5.62% | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD BANCORP | History | New | 73,036 | 3,183 | 0.01% | — | 83 | +73,036 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 70,913 | 3,142 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 70,905 | 3,090 | 0.06% | 0.08% | 85 | -15,303 | -17.75% | Q1 2026 | Apr 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 70,111 | 3,056 | 0.0% | 0.0% | 86 | +1,512 | 2.2% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Reduced | 69,870 | 3,046 | 0.01% | 0.01% | 87 | -1,767 | -2.47% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 69,421 | 3,026 | 0.16% | 0.14% | 88 | -797 | -1.14% | Q1 2026 | May 12, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 68,896 | 3,003 | 0.39% | 0.41% | 89 | +2,241 | 3.36% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 66,567 | 2,901 | 0.01% | 0.01% | 90 | -26,135 | -28.19% | Q1 2026 | May 14, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 65,641 | 2,874 | 0.8% | 0.81% | 91 | +3,165 | 5.07% | Q1 2026 | Apr 08, 2026 |
| Core Wealth Partners LLC | History | Added to | 65,836 | 2,869 | 1.33% | 1.28% | 92 | +1,447 | 2.25% | Q1 2026 | May 08, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 64,741 | 2,822 | 0.09% | 0.08% | 93 | +12,385 | 23.66% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 63,953 | 2,787 | 0.14% | 0.14% | 94 | +2,630 | 4.29% | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 63,824 | 2,785 | 0.03% | 0.05% | 95 | -42,666 | -40.07% | Q1 2026 | Apr 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 59,779 | 2,605 | 0.02% | 0.02% | 96 | +2,338 | 4.07% | Q1 2026 | May 13, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 59,413 | 2,589 | 0.29% | 0.32% | 97 | -2,652 | -4.27% | Q1 2026 | Apr 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 57,607 | 2,511 | 0.0% | 0.0% | 98 | -64,463 | -52.81% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 57,205 | 2,493 | 0.03% | 0.04% | 99 | -14,181 | -19.87% | Q1 2026 | Apr 20, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 55,573 | 2,422 | 0.44% | 0.48% | 100 | -1,966 | -3.42% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 55,150 | 2,403 | 0.01% | 0.01% | 101 | +5,479 | 11.03% | Q1 2026 | May 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 54,997 | 2,397 | 0.34% | 0.39% | 102 | +74 | 0.13% | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 53,251 | 2,321 | 0.12% | 0.24% | 103 | -52,572 | -49.68% | Q1 2026 | Apr 23, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 51,670 | 2,252 | 0.04% | — | 104 | +51,670 | New | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 49,328 | 2,150 | 0.05% | 0.06% | 105 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 49,055 | 2,138 | 0.35% | 0.28% | 106 | +2,418 | 5.18% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 48,308 | 2,105 | 0.01% | 0.01% | 107 | -711 | -1.45% | Q1 2026 | May 05, 2026 |
| Global View Capital Management LLC | History | Reduced | 47,634 | 2,076 | 0.55% | 0.41% | 108 | -2,163 | -4.34% | Q1 2026 | May 04, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 47,451 | 2,068 | 0.72% | 0.48% | 109 | +17,336 | 57.57% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 47,287 | 2,061 | 0.01% | 0.01% | 110 | +15,375 | 48.18% | Q1 2026 | May 15, 2026 |
| First Financial Group Corp | History | Reduced | 45,556 | 1,985 | 1.62% | 1.72% | 111 | -70 | -0.15% | Q1 2026 | Apr 22, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 43,819 | 1,910 | 0.07% | 0.08% | 112 | -2,847 | -6.1% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 43,766 | 1,907 | 0.01% | 0.01% | 113 | -7,174 | -14.08% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 43,456 | 1,894 | 0.01% | — | 114 | +43,456 | New | Q1 2026 | Apr 07, 2026 |
| NewSquare Capital LLC | History | Added to | 42,927 | 1,871 | 0.16% | 0.14% | 115 | +7,415 | 20.88% | Q1 2026 | May 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 42,405 | 1,848 | 0.09% | 0.27% | 116 | -90,393 | -68.07% | Q1 2026 | May 18, 2026 |
| Western Wealth Management, LLC | History | Reduced | 42,301 | 1,843 | 0.07% | 0.1% | 117 | -7,394 | -14.88% | Q1 2026 | May 19, 2026 |
| Entruity Wealth, LLC | History | Added to | 41,943 | 1,828 | 1.24% | 1.25% | 118 | +2,467 | 6.25% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 41,595 | 1,813 | 0.0% | — | 119 | +41,595 | New | Q1 2026 | May 15, 2026 |
| National Wealth Management Group, LLC | History | Added to | 40,159 | 1,750 | 0.65% | 0.42% | 120 | +12,522 | 45.31% | Q1 2026 | May 11, 2026 |
| American Financial Advisors, LLC | History | Reduced | 39,226 | 1,709 | 0.23% | 0.23% | 121 | -804 | -2.01% | Q1 2026 | May 13, 2026 |
| Intrua Financial, LLC | History | Reduced | 37,610 | 1,639 | 0.17% | 0.51% | 122 | -71,684 | -65.59% | Q1 2026 | Apr 23, 2026 |
| Creative Planning | History | Added to | 37,492 | 1,634 | 0.0% | 0.0% | 123 | +18,802 | 100.6% | Q1 2026 | May 12, 2026 |
| HCR Wealth Advisors | History | Added to | 36,619 | 1,596 | 0.17% | 0.16% | 124 | +274 | 0.75% | Q1 2026 | Apr 21, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 34,571 | 1,506 | 0.96% | 1.11% | 125 | -2,150 | -5.85% | Q1 2026 | Apr 23, 2026 |
| Drake & Associates, LLC | History | Reduced | 33,299 | 1,451 | 0.28% | 0.33% | 126 | -3,648 | -9.87% | Q1 2026 | May 13, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 32,628 | 1,422 | 0.67% | 0.61% | 127 | +1,546 | 4.97% | Q1 2026 | May 14, 2026 |
| Maia Wealth LLC | History | Reduced | 32,471 | 1,415 | 0.24% | 0.27% | 128 | -3,296 | -9.22% | Q1 2026 | May 08, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 31,184 | 1,374 | 0.57% | 0.66% | 129 | -2,446 | -7.27% | Q1 2026 | Apr 15, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 31,405 | 1,368 | 0.11% | 0.05% | 131 | +18,816 | 149.46% | Q1 2026 | Apr 16, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 31,393 | 1,368 | 0.05% | 0.06% | 130 | -2,828 | -8.26% | Q1 2026 | May 14, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 30,467 | 1,328 | 0.11% | 0.08% | 132 | +8,386 | 37.98% | Q1 2026 | May 11, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 30,063 | 1,310 | 0.04% | 0.04% | 133 | +9 | 0.03% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 29,815 | 1,299 | 0.03% | 0.08% | 134 | -40,430 | -57.56% | Q1 2026 | May 14, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 27,254 | 1,188 | 0.15% | 0.2% | 135 | -9,767 | -26.38% | Q1 2026 | Apr 08, 2026 |
| Brookstone Capital Management | History | Reduced | 27,103 | 1,181 | 0.01% | 0.01% | 136 | -1,492 | -5.22% | Q1 2026 | Apr 16, 2026 |
| Richmond Investment Services, LLC | History | Added to | 26,542 | 1,156 | 0.19% | 0.2% | 137 | +76 | 0.29% | Q1 2026 | Apr 29, 2026 |
| Independent Advisor Alliance | History | New | 26,413 | 1,151 | 0.01% | — | 138 | +26,413 | New | Q1 2026 | May 12, 2026 |
| Claris Financial LLC | History | Reduced | 25,368 | 1,105 | 0.6% | 0.6% | 139 | -135 | -0.53% | Q1 2026 | May 18, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 25,097 | 1,093 | 0.24% | 0.27% | 140 | -1,206 | -4.59% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 24,647 | 1,078 | 0.0% | 0.0% | 141 | -15,037 | -37.89% | Q1 2026 | Apr 08, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 24,546 | 1,069 | 0.02% | 0.03% | 142 | -2,157 | -8.08% | Q1 2026 | May 15, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 24,184 | 1,054 | 1.11% | 1.11% | 143 | +10,890 | 81.92% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 23,388 | 1,019 | 0.01% | 0.01% | 144 | +906 | 4.03% | Q1 2026 | May 11, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 22,897 | 998 | 0.04% | 0.05% | 145 | -1,897 | -7.65% | Q1 2026 | Apr 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 22,755 | 991 | 0.01% | 0.02% | 146 | -4,755 | -17.28% | Q1 2026 | Apr 20, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 21,729 | 947 | 0.18% | 0.19% | 147 | -781 | -3.47% | Q1 2026 | Apr 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 21,619 | 942 | 0.01% | 0.0% | 148 | -2,419 | -10.06% | Q1 2026 | Apr 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 21,303 | 928 | 0.01% | 0.01% | 149 | -193 | -0.9% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 21,304 | 928 | 0.02% | 0.05% | 150 | -192 | -0.89% | Q1 2026 | Apr 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 21,098 | 919 | 0.01% | 0.01% | 151 | +3 | 0.01% | Q1 2026 | Apr 15, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 20,803 | 906 | 0.64% | 0.6% | 152 | +95 | 0.46% | Q1 2026 | May 14, 2026 |
| Sun Financial Inc | History | Reduced | 20,675 | 900 | 0.45% | 0.58% | 153 | -2,663 | -11.41% | Q1 2026 | May 15, 2026 |
| CLG LLC | History | Reduced | 20,473 | 892 | 0.22% | 0.23% | 155 | -636 | -3.01% | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | Reduced | 20,474 | 892 | 0.02% | 0.03% | 154 | -296 | -1.43% | Q1 2026 | May 14, 2026 |
| First PREMIER Bank | History | No change | 19,170 | 835 | 0.19% | 0.19% | 156 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 19,098 | 832 | 0.25% | 0.2% | 157 | +3,641 | 23.56% | Q1 2026 | Apr 22, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 18,646 | 812 | 0.24% | 0.24% | 158 | +93 | 0.5% | Q1 2026 | Apr 30, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 18,593 | 810 | 0.08% | 0.08% | 159 | -517 | -2.71% | Q1 2026 | Apr 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 18,219 | 794 | 0.05% | 0.08% | 160 | -10,475 | -36.51% | Q1 2026 | Apr 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 18,206 | 793 | 0.1% | 0.11% | 161 | +727 | 4.16% | Q1 2026 | Apr 28, 2026 |
| Q3 Asset Management | History | New | 17,840 | 777 | 0.19% | — | 162 | +17,840 | New | Q1 2026 | Apr 28, 2026 |
| IFS Group,LLC | History | New | 17,835 | 777 | 0.69% | — | 163 | +17,835 | New | Q1 2026 | May 18, 2026 |
| PFG Advisors | History | Reduced | 17,783 | 775 | 0.04% | 0.05% | 164 | -3,915 | -18.04% | Q1 2026 | May 05, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 17,569 | 765 | 0.23% | 0.23% | 165 | +298 | 1.73% | Q1 2026 | May 08, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 17,545 | 764 | 0.04% | 0.05% | 166 | -3,974 | -18.47% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 17,497 | 762 | 0.06% | 0.04% | 167 | +3,230 | 22.64% | Q1 2026 | May 05, 2026 |
| GSG Advisors LLC | History | Reduced | 16,956 | 739 | 0.19% | 0.2% | 168 | -355 | -2.05% | Q1 2026 | May 13, 2026 |
| Altus Wealth Group LLC | History | Added to | 16,719 | 728 | 0.3% | 0.27% | 169 | +1,495 | 9.82% | Q1 2026 | Apr 27, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 16,014 | 698 | 0.25% | 0.16% | 171 | -1,447 | -8.29% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 16,027 | 698 | 0.01% | 0.01% | 170 | -1,268 | -7.33% | Q1 2026 | Apr 10, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 15,772 | 687 | 0.04% | 0.04% | 172 | +7,777 | 97.27% | Q1 2026 | Apr 22, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 15,688 | 683 | 0.3% | 0.25% | 173 | +2,392 | 17.99% | Q1 2026 | May 05, 2026 |
| Allen Capital Group, LLC | History | Reduced | 14,943 | 651 | 0.06% | 0.07% | 174 | -3,382 | -18.46% | Q1 2026 | May 27, 2026 |
| BAM Wealth Management, LLC | History | Added to | 14,904 | 649 | 0.49% | 0.37% | 175 | +3,296 | 28.39% | Q1 2026 | Apr 17, 2026 |
| Rossby Financial, LCC | History | Added to | 14,799 | 645 | 0.13% | 0.19% | 176 | +695 | 4.93% | Q1 2026 | May 11, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 14,796 | 644 | 0.12% | — | 177 | +14,796 | New | Q1 2026 | Apr 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 13,976 | 613 | 0.03% | 0.04% | 178 | +457 | 3.38% | Q1 2026 | Apr 17, 2026 |
| NewEdge Wealth, LLC | History | Added to | 13,805 | 601 | 0.01% | 0.01% | 179 | +33 | 0.24% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 13,607 | 593 | 0.01% | 0.01% | 180 | +1,396 | 11.43% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Reduced | 13,112 | 571 | 0.07% | 0.09% | 181 | -3,619 | -21.63% | Q1 2026 | Apr 17, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 12,932 | 563 | 0.12% | 0.13% | 182 | +33 | 0.26% | Q1 2026 | May 12, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 12,882 | 561 | 0.4% | 0.41% | 183 | -37 | -0.29% | Q1 2026 | Apr 17, 2026 |
| KG Capital Management | History | Added to | 12,424 | 541 | 0.39% | 0.13% | 184 | +217 | 1.78% | Q1 2026 | Apr 22, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 12,382 | 539 | 0.27% | 0.18% | 185 | +63 | 0.51% | Q1 2026 | Apr 24, 2026 |
| NOVEM GROUP | History | New | 12,327 | 537 | 0.06% | — | 186 | +12,327 | New | Q1 2026 | Apr 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 12,259 | 534 | 0.05% | 0.05% | 187 | +627 | 5.39% | Q1 2026 | Apr 30, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 11,441 | 499 | 0.02% | 0.03% | 188 | -767 | -6.28% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 11,395 | 496 | 0.04% | 0.04% | 189 | -638 | -5.3% | Q1 2026 | Apr 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,403 | 495 | 0.0% | 0.0% | 190 | +7,613 | 200.87% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | New | 11,253 | 490 | 0.0% | — | 191 | +11,253 | New | Q1 2026 | May 08, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 11,196 | 488 | 0.01% | 0.02% | 192 | -3,035 | -21.33% | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 11,111 | 484 | 0.0% | 0.0% | 193 | +564 | 5.35% | Q1 2026 | Apr 15, 2026 |
| CITIGROUP INC | History | Added to | 10,830 | 472 | 0.0% | 0.0% | 194 | +41 | 0.38% | Q1 2026 | May 11, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 10,534 | 457 | 0.15% | 0.16% | 195 | -268 | -2.48% | Q1 2026 | Apr 27, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 10,392 | 452 | 0.03% | 0.04% | 196 | -172 | -1.63% | Q1 2026 | Apr 22, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 10,370 | 452 | 0.05% | 0.05% | 197 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Andina Capital Management, LLC | History | Reduced | 10,225 | 445 | 0.39% | 0.66% | 198 | -14,395 | -58.47% | Q1 2026 | Apr 17, 2026 |
| Composition Wealth, LLC | History | Added to | 10,152 | 442 | 0.01% | 0.01% | 199 | +63 | 0.62% | Q1 2026 | Apr 08, 2026 |
| Focus Financial Network, Inc. | History | Added to | 10,095 | 440 | 0.02% | 0.02% | 200 | +60 | 0.6% | Q1 2026 | Apr 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,092 | 439 | 0.01% | 0.01% | 201 | +417 | 4.31% | Q1 2026 | May 13, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 10,032 | 439 | 0.05% | 0.06% | 202 | -9 | -0.09% | Q1 2026 | May 12, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 9,464 | 412 | 0.12% | 0.13% | 203 | +76 | 0.81% | Q1 2026 | Apr 06, 2026 |
| Winthrop Advisory Group LLC | History | New | 9,074 | 395 | 0.03% | — | 205 | +9,074 | New | Q1 2026 | Apr 13, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 9,045 | 395 | 0.2% | 0.29% | 204 | -2,518 | -21.78% | Q1 2026 | Apr 08, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,833 | 385 | 0.01% | 0.01% | 206 | -469 | -5.04% | Q1 2026 | Apr 22, 2026 |
| TCFG Investment Advisors, LLC | History | New | 8,755 | 381 | 0.14% | — | 208 | +8,755 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 8,755 | 381 | 0.14% | 0.15% | 207 | +23 | 0.26% | Q1 2026 | Apr 23, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 8,653 | 377 | 0.26% | 0.27% | 209 | -249 | -2.8% | Q1 2026 | Apr 23, 2026 |
| Seascape Capital Management | History | No change | 8,612 | 375 | 0.11% | 0.11% | 210 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EQ LLC | History | Added to | 8,598 | 374 | 0.11% | 0.11% | 211 | +312 | 3.77% | Q1 2026 | May 06, 2026 |
| Summit Financial, LLC | History | Reduced | 8,397 | 366 | 0.0% | 0.01% | 212 | -2,799 | -25.0% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 8,138 | 354 | 0.03% | 0.34% | 213 | -105,266 | -92.82% | Q1 2026 | Apr 20, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 7,995 | 348 | 0.02% | 0.03% | 214 | -62 | -0.77% | Q1 2026 | Apr 21, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 7,897 | 344 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 7,733 | 337 | 0.02% | 0.02% | 216 | -209 | -2.63% | Q1 2026 | Apr 28, 2026 |
| Regal Investment Advisors LLC | History | Added to | 7,694 | 335 | 0.02% | 0.02% | 217 | +526 | 7.34% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 7,649 | 333 | 0.01% | 0.02% | 218 | -963 | -11.18% | Q1 2026 | May 12, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | New | 7,355 | 320 | 0.19% | — | 220 | +7,355 | New | Q1 2026 | Apr 21, 2026 |
| Cooper Financial Group | History | Added to | 7,363 | 320 | 0.03% | 0.03% | 219 | +942 | 14.67% | Q1 2026 | Apr 07, 2026 |
| Spire Wealth Management | History | Reduced | 7,127 | 310 | 0.01% | 0.01% | 221 | -1,061 | -12.96% | Q1 2026 | Apr 22, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 7,079 | 308 | 0.06% | 0.07% | 223 | -654 | -8.46% | Q1 2026 | Apr 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 7,080 | 308 | 0.01% | 0.01% | 222 | -305 | -4.13% | Q1 2026 | Apr 23, 2026 |
| RDA Financial Network | History | Reduced | 7,061 | 307 | 0.08% | 0.08% | 224 | -782 | -9.97% | Q1 2026 | Apr 08, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 6,786 | 295 | 0.05% | 0.05% | 225 | +637 | 10.36% | Q1 2026 | Apr 22, 2026 |
| ROI Financial Advisors, LLC | History | Added to | 6,746 | 294 | 0.18% | 0.13% | 226 | +1,435 | 27.02% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,615 | 288 | 0.0% | 0.0% | 227 | +3,130 | 89.81% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 6,582 | 286 | 0.03% | 0.06% | 228 | -3,253 | -33.08% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Reduced | 6,541 | 285 | 0.0% | 0.0% | 229 | -18 | -0.27% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 6,450 | 285 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 6,445 | 280 | 0.18% | 0.16% | 231 | +760 | 13.37% | Q1 2026 | Apr 24, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 6,348 | 276 | 0.07% | 0.08% | 232 | -293 | -4.41% | Q1 2026 | Apr 09, 2026 |
| Arkadios Wealth Advisors | History | New | 6,324 | 275 | 0.0% | — | 233 | +6,324 | New | Q1 2026 | May 18, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | New | 6,256 | 272 | 0.06% | — | 234 | +6,256 | New | Q1 2026 | Apr 16, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 6,200 | 270 | 0.0% | — | 235 | +6,200 | New | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Reduced | 6,188 | 269 | 0.01% | 0.07% | 237 | -29,053 | -82.44% | Q1 2026 | Apr 30, 2026 |
| Sigma Planning Corp | History | Reduced | 6,172 | 269 | 0.01% | 0.02% | 236 | -9,982 | -61.79% | Q1 2026 | May 04, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 6,189 | 269 | 0.03% | 0.03% | 239 | -535 | -7.96% | Q1 2026 | Apr 24, 2026 |
| EdgeRock Capital LLC | History | Added to | 6,190 | 269 | 0.07% | 0.07% | 238 | +3 | 0.05% | Q1 2026 | Apr 16, 2026 |
| Parallel Advisors, LLC | History | New | 6,142 | 267 | 0.0% | — | 240 | +6,142 | New | Q1 2026 | Jun 02, 2026 |
| GeoWealth Management, LLC | History | Reduced | 6,116 | 266 | 0.01% | 0.01% | 241 | -313 | -4.87% | Q1 2026 | May 13, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 6,106 | 266 | 0.11% | 0.11% | 242 | +36 | 0.59% | Q1 2026 | Apr 21, 2026 |
| Omnitrust Wealth Management, Inc | History | Reduced | 5,947 | 259 | 0.34% | 0.35% | 243 | -352 | -5.59% | Q1 2026 | Apr 22, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 5,883 | 256 | 0.08% | 0.11% | 246 | -1,183 | -16.74% | Q1 2026 | Apr 24, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 5,883 | 256 | 0.17% | 0.18% | 244 | -295 | -4.78% | Q1 2026 | May 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 5,788 | 256 | 0.07% | 0.07% | 245 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 5,632 | 245 | 0.06% | 0.06% | 247 | -150 | -2.59% | Q1 2026 | Apr 27, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 5,607 | 244 | 0.04% | 0.06% | 248 | -4,127 | -42.4% | Q1 2026 | Apr 21, 2026 |
| Old Port Advisors | History | Reduced | 5,471 | 238 | 0.05% | 0.09% | 249 | -2,703 | -33.07% | Q1 2026 | Apr 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 5,419 | 236 | 0.02% | 0.01% | 251 | +524 | 10.7% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | No change | 5,421 | 236 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 5,275 | 229 | 0.02% | 0.02% | 252 | -1,362 | -20.52% | Q1 2026 | Apr 08, 2026 |
| Summit Wealth Partners, LLC | History | New | 5,127 | 223 | 0.04% | — | 253 | +5,127 | New | Q1 2026 | Apr 17, 2026 |
| Cerity Partners LLC | History | Reduced | 5,045 | 219 | 0.0% | 0.0% | 254 | -2,583 | -33.86% | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | Added to | 5,024 | 218 | 0.02% | 0.02% | 255 | +56 | 1.13% | Q1 2026 | May 11, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | New | 4,992 | 217 | 0.22% | — | 256 | +4,992 | New | Q1 2026 | Apr 21, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 4,913 | 214 | 0.06% | 0.0% | 257 | +4,874 | 12497.44% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 4,913 | 214 | 0.06% | 0.11% | 258 | -2,836 | -36.6% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,428 | 196 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 4,439 | 193 | 0.08% | — | 260 | +4,439 | New | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Added to | 4,425 | 192 | 0.0% | 0.0% | 261 | +9 | 0.2% | Q1 2026 | May 14, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 4,000 | 174 | 0.18% | 0.23% | 262 | -1,177 | -22.74% | Q1 2026 | May 13, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 3,875 | 168 | 0.02% | 0.04% | 263 | -1,307 | -25.22% | Q1 2026 | May 07, 2026 |
| NFSG Corp | History | Reduced | 3,797 | 165 | 0.03% | 0.05% | 264 | -3,131 | -45.19% | Q1 2026 | May 05, 2026 |
| Synergy Investment Management, LLC | History | New | 3,715 | 161 | 0.05% | — | 265 | +3,715 | New | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 3,074 | 133 | 0.0% | 0.0% | 266 | +130 | 4.42% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,002 | 130 | 0.0% | 0.0% | 267 | +1 | 0.03% | Q1 2026 | Apr 27, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,944 | 128 | 0.01% | 0.08% | 268 | -15,159 | -83.74% | Q1 2026 | Apr 28, 2026 |
| Bogart Wealth, LLC | History | No change | 2,644 | 115 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,882 | 83 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | New | 1,689 | 73 | 0.0% | — | 271 | +1,689 | New | Q1 2026 | May 12, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 1,509 | 65 | 0.02% | 0.03% | 272 | -123 | -7.54% | Q1 2026 | Apr 28, 2026 |
| First Pacific Financial | History | Reduced | 1,393 | 60 | 0.01% | 0.01% | 273 | -742 | -34.75% | Q1 2026 | Apr 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,302 | 56 | 0.0% | — | 274 | +1,302 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 1,188 | 51 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| My Portfolio Guide, LLC | History | New | 1,159 | 50 | 0.03% | — | 276 | +1,159 | New | Q1 2026 | May 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 990 | 43 | 0.0% | 0.0% | 277 | +380 | 62.3% | Q1 2026 | May 05, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 1,004 | 43 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 900 | 39 | 0.01% | — | 279 | +900 | New | Q1 2026 | Apr 13, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 889 | 38 | 0.01% | 0.01% | 280 | +8 | 0.91% | Q1 2026 | Apr 24, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 804 | 35 | 0.02% | — | 281 | +804 | New | Q1 2026 | Apr 21, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 716 | 31 | 0.0% | 0.0% | 282 | -1,504 | -67.75% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 716 | 31 | 0.0% | — | 284 | +716 | New | Q1 2026 | May 15, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 700 | 31 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 677 | 29 | 0.01% | 0.03% | 285 | -621 | -47.84% | Q1 2026 | May 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 608 | 26 | 0.02% | 0.03% | 286 | -42 | -6.46% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 504 | 21 | 0.01% | 0.01% | 287 | -56 | -10.0% | Q1 2026 | May 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 480 | 20 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 444 | 19 | 0.0% | — | 289 | +444 | New | Q1 2026 | Apr 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 425 | 18 | 0.01% | — | 291 | +424 | 42400.0% | Q1 2026 | Apr 13, 2026 |
| Ascentis Independent Advisors | History | New | 418 | 18 | 0.0% | — | 292 | +418 | New | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 420 | 18 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 399 | 17 | 0.01% | — | 293 | +399 | New | Q1 2026 | May 08, 2026 |
| Networth Advisors, LLC | History | New | 309 | 13 | 0.01% | — | 295 | +309 | New | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 313 | 13 | 0.0% | 0.0% | 294 | +251 | 404.84% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 284 | 12 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 225 | 10 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tidemark, LLC | History | No change | 239 | 10 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 225 | 9 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| IFG Advisory, LLC | History | Reduced | 200 | 8 | 0.02% | 0.07% | 301 | -35,827 | -99.44% | Q1 2026 | May 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 198 | 8 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Founders Financial Alliance, LLC | History | No change | 186 | 8 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | No change | 167 | 7 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 142 | 6 | 0.0% | — | 308 | +142 | New | Q1 2026 | May 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 145 | 6 | 0.0% | 0.0% | 307 | +12 | 9.02% | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 154 | 6 | 0.0% | 0.0% | 305 | +2 | 1.32% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | No change | 145 | 6 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| IMG Wealth Management, Inc. | History | No change | 143 | 6 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 104 | 5 | 0.0% | 0.0% | 309 | -10 | -8.77% | Q1 2026 | May 01, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 127 | 5 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Key Capital Management, INC | History | New | 103 | 4 | 0.0% | — | 311 | +103 | New | Q1 2026 | May 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 81 | 3 | 0.0% | 0.0% | 312 | +31 | 62.0% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | New | 47 | 2 | 0.0% | — | 313 | +47 | New | Q1 2026 | May 06, 2026 |
| Hilltop National Bank | History | Reduced | 24 | 1 | 0.0% | 0.0% | 316 | -72 | -75.0% | Q1 2026 | Apr 02, 2026 |
| Horizon Investments, LLC | History | Added to | 44 | 1 | 0.0% | 0.0% | 314 | +21 | 91.3% | Q1 2026 | May 14, 2026 |
| Strive Financial Group ,LLC | History | New | 18 | 1 | 0.0% | — | 318 | +18 | New | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bernard Wealth Management Corp. | History | No change | 33 | 1 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 10.24% | — | -398,454 | -100.0% | Q1 2026 | May 05, 2026 |
| Opes Wealth Management LLC | History | Closed out | 0 | 0 | — | 1.52% | — | -210,085 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -185,609 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -114,874 | -100.0% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -67,950 | -100.0% | Q1 2026 | May 14, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -13,750 | -100.0% | Q1 2026 | May 05, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,951 | -100.0% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,030 | -100.0% | Q1 2026 | Apr 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,937 | -100.0% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | Closed out | 0 | 0 | — | 0.03% | — | -7,793 | -100.0% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -6,703 | -100.0% | Q1 2026 | May 14, 2026 |
| Blackhawk Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -6,486 | -100.0% | Q1 2026 | May 05, 2026 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,191 | -100.0% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,789 | -100.0% | Q1 2026 | May 11, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,722 | -100.0% | Q1 2026 | May 04, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,431 | -100.0% | Q1 2026 | May 14, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,052 | -100.0% | Q1 2026 | Apr 29, 2026 |
| PINNACLE ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -4,905 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,845 | -100.0% | Q1 2026 | May 15, 2026 |
| Stablepoint Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,715 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,713 | -100.0% | Q1 2026 | May 01, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,521 | -100.0% | Q1 2026 | Apr 24, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,036 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -3,847 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -3,223 | -100.0% | Q1 2026 | Apr 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,012 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TopTier Wealth Management, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 13, 2026 |
| Archer Investment Corp | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |