FIRST TRUST EXCHANGE-TRADED FUND III - FPE
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 | 52,758,707 | 936,467 | 0.06% | 0.06% | 1 | -492,398 | -0.92% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 19,554,291 | 347,088 | 0.06% | 0.07% | 2 | -3,976,246 | -16.9% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 17,837,734 | 316,619 | 0.08% | 0.08% | 3 | +1,016,910 | 6.05% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 17,020,549 | 302,114 | 0.06% | 0.05% | 4 | +1,089,843 | 6.84% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 10,202,985 | 181,102 | 0.06% | 0.05% | 5 | +675,579 | 7.09% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 9,353,585 | 166,026 | 0.02% | 0.03% | 6 | -213,282 | -2.23% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,652,282 | 153,578 | 0.01% | 0.01% | 7 | +446,585 | 5.44% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,026,933 | 89,230 | 0.02% | 0.02% | 8 | +362,181 | 7.76% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,461,437 | 61,440 | 0.07% | 0.07% | 9 | +160,742 | 4.87% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 2,964,486 | 52,619 | 0.06% | 0.05% | 10 | +383,261 | 14.85% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,527,949 | 44,871 | 0.01% | 0.01% | 11 | +455,036 | 21.95% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,425,646 | 43,055 | 0.16% | 0.17% | 12 | +108,076 | 4.66% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,353,154 | 41,768 | 0.04% | 0.04% | 13 | +96,376 | 4.27% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,240,777 | 39,774 | 0.06% | 0.06% | 14 | +100,625 | 4.7% | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | Reduced | 2,147,548 | 38,119 | 1.04% | 1.07% | 15 | -5,703 | -0.26% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,036,908 | 36,155 | 0.06% | 0.07% | 16 | -174,518 | -7.89% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 1,997,960 | 35,463 | 0.2% | 0.2% | 17 | +129,829 | 6.95% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,962,134 | 34,827 | 0.05% | 0.05% | 18 | +190,506 | 10.75% | Q1 2026 | May 14, 2026 |
| Magnus Financial Group LLC | History | Added to | 1,885,667 | 33,470 | 2.72% | 2.48% | 19 | +104,032 | 5.84% | Q1 2026 | Apr 10, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 1,866,242 | 33,125 | 1.01% | 1.01% | 20 | +85,821 | 4.82% | Q1 2026 | Apr 16, 2026 |
| JANE STREET GROUP, LLC | History | New | 1,789,032 | 31,755 | 0.0% | — | 21 | +1,789,032 | New | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 1,516,744 | 26,925 | 0.43% | 0.46% | 22 | -24,718 | -1.6% | Q1 2026 | Apr 14, 2026 |
| Falcon Wealth Planning | History | Added to | 1,514,417 | 26,880 | 1.83% | 2.09% | 23 | +152,675 | 11.21% | Q1 2026 | Apr 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,504,232 | 26,700 | 0.04% | 0.03% | 24 | +327,923 | 27.88% | Q1 2026 | Apr 27, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Added to | 1,487,952 | 26,411 | 4.0% | 3.81% | 25 | +18,404 | 1.25% | Q1 2026 | Apr 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,368,205 | 24,285 | 0.03% | 0.03% | 26 | -10,386 | -0.75% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,317,537 | 23,386 | 0.01% | 0.01% | 27 | +122,799 | 10.28% | Q1 2026 | May 07, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 1,306,235 | 23,185 | 0.44% | 0.46% | 28 | -93,174 | -6.66% | Q1 2026 | Apr 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,239,522 | 22,001 | 0.38% | 0.39% | 29 | +51,664 | 4.35% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,205,823 | 21,403 | 0.06% | 0.06% | 30 | +30,208 | 2.57% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,155,368 | 20,508 | 0.05% | 0.05% | 31 | -1,214 | -0.1% | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | Added to | 1,125,791 | 19,982 | 0.01% | 0.01% | 32 | +97,011 | 9.43% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,024,249 | 18,180 | 0.09% | 0.1% | 33 | +41,477 | 4.22% | Q1 2026 | May 08, 2026 |
| HCR Wealth Advisors | History | Added to | 999,249 | 17,736 | 1.84% | 1.8% | 34 | +1,077 | 0.11% | Q1 2026 | Apr 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 924,872 | 16,416 | 0.39% | 0.33% | 35 | +174,886 | 23.32% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 868,355 | 15,413 | 0.44% | 1.13% | 36 | -1,268,362 | -59.36% | Q1 2026 | May 13, 2026 |
| Kinloch Capital, LLC | History | Reduced | 859,253 | 15,251 | 6.22% | 7.88% | 37 | -143,801 | -14.34% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 852,103 | 15,014 | 0.0% | 0.0% | 38 | -7,015 | -0.82% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 835,276 | 14,826 | 0.02% | 0.02% | 39 | -11,577 | -1.37% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 804,883 | 14,286 | 0.11% | 0.11% | 40 | +27,957 | 3.6% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 784,275 | 13,920 | 0.44% | 0.5% | 41 | +27,523 | 3.64% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 744,790 | 13,218 | 0.07% | 0.06% | 42 | +76,055 | 11.37% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 716,495 | 12,717 | 0.39% | 0.37% | 43 | +50,129 | 7.52% | Q1 2026 | May 13, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 695,005 | 12,336 | 7.35% | 8.29% | 44 | +30,139 | 4.53% | Q1 2026 | May 14, 2026 |
| Parkside Investments, LLC | History | New | 674,877 | 11,979 | 1.46% | — | 45 | +674,877 | New | Q1 2026 | Apr 08, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 668,860 | 11,872 | 2.61% | 2.35% | 46 | +98,165 | 17.2% | Q1 2026 | Apr 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 659,740 | 11,710 | 0.14% | 0.14% | 47 | +33,527 | 5.35% | Q1 2026 | Apr 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 650,615 | 11,418 | 0.01% | 0.01% | 48 | +108,670 | 20.05% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 625,425 | 11,291 | 0.07% | 0.05% | 49 | +248,855 | 66.08% | Q1 2026 | May 15, 2026 |
| Curran Financial Partners, LLC | History | Added to | 635,777 | 11,285 | 2.02% | 1.99% | 50 | +59,922 | 10.41% | Q1 2026 | Apr 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 632,533 | 11,227 | 0.0% | 0.0% | 51 | +6,755 | 1.08% | Q1 2026 | May 13, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 591,245 | 10,695 | 2.32% | 2.36% | 52 | +27,548 | 4.89% | Q1 2026 | Apr 16, 2026 |
| Csenge Advisory Group | History | Reduced | 595,825 | 10,575 | 0.48% | 0.54% | 53 | -62,275 | -9.46% | Q1 2026 | Apr 30, 2026 |
| Summit Financial, LLC | History | Reduced | 578,594 | 10,270 | 0.13% | 0.16% | 54 | -939 | -0.16% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 559,861 | 9,937 | 0.11% | 0.03% | 55 | +415,071 | 286.67% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 556,769 | 9,882 | 0.01% | 0.0% | 56 | +404,450 | 265.53% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 554,079 | 9,834 | 0.03% | 0.02% | 57 | -7,165 | -1.28% | Q1 2026 | May 04, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 536,184 | 9,517 | 3.79% | 3.8% | 58 | +31,238 | 6.19% | Q1 2026 | Apr 21, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 529,304 | 9,395 | 0.45% | 0.92% | 59 | -510,911 | -49.12% | Q1 2026 | Apr 28, 2026 |
| Seros Financial, LLC | History | Added to | 518,453 | 9,202 | 5.86% | 5.44% | 60 | +9,750 | 1.92% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 497,762 | 8,836 | 0.01% | 0.01% | 61 | +143,007 | 40.31% | Q1 2026 | May 14, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 494,765 | 8,782 | 2.73% | 2.56% | 62 | +30,195 | 6.5% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 476,833 | 8,687 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 472,233 | 8,556 | 0.19% | 0.21% | 64 | +7,349 | 1.58% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 477,944 | 8,483 | 0.02% | — | 65 | +477,944 | New | Q1 2026 | May 01, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 475,098 | 8,432 | 2.71% | 2.48% | 66 | +80,943 | 20.54% | Q1 2026 | Apr 15, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 467,297 | 8,294 | 2.26% | 2.18% | 67 | +18,008 | 4.01% | Q1 2026 | Apr 27, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 459,787 | 8,161 | 1.72% | 1.71% | 68 | +10,257 | 2.28% | Q1 2026 | Apr 13, 2026 |
| Independent Advisor Alliance | History | New | 454,311 | 8,064 | 0.09% | — | 69 | +454,311 | New | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 451,344 | 8,011 | 0.3% | 0.26% | 70 | +67,248 | 17.51% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 440,420 | 7,817 | 0.51% | 0.52% | 71 | +4,927 | 1.13% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER & CO INC | History | New | 435,544 | 7,730 | 0.09% | — | 72 | +435,544 | New | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 428,583 | 7,607 | 0.12% | 0.16% | 73 | +8,856 | 2.11% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 428,082 | 7,598 | 0.09% | 0.1% | 74 | -32,581 | -7.07% | Q1 2026 | May 05, 2026 |
| Gradient Investments LLC | History | Added to | 424,145 | 7,528 | 0.12% | 0.12% | 75 | +4,748 | 1.13% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 420,292 | 7,460 | 0.08% | 0.09% | 76 | -7,167 | -1.68% | Q1 2026 | Apr 28, 2026 |
| PFS Partners, LLC | History | Added to | 406,889 | 7,222 | 3.31% | 3.29% | 77 | +12,254 | 3.11% | Q1 2026 | Apr 09, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 403,225 | 7,157 | 2.47% | 2.64% | 78 | +784 | 0.19% | Q1 2026 | Apr 23, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 400,852 | 7,115 | 2.96% | 1.04% | 79 | +263,321 | 191.46% | Q1 2026 | Apr 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 391,211 | 6,944 | 0.09% | 0.08% | 80 | +47,776 | 13.91% | Q1 2026 | Apr 28, 2026 |
| Marion Wealth Management | History | Added to | 377,767 | 6,705 | 1.49% | 1.47% | 81 | +17,192 | 4.77% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 369,930 | 6,566 | 0.13% | 0.13% | 82 | +25,418 | 7.38% | Q1 2026 | May 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 353,732 | 6,278 | 0.71% | 0.77% | 83 | -6,839 | -1.9% | Q1 2026 | Apr 07, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 346,152 | 6,144 | 0.89% | 0.63% | 84 | +99,359 | 40.26% | Q1 2026 | May 07, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 340,868 | 6,050 | 0.59% | 0.58% | 85 | +11,099 | 3.37% | Q1 2026 | May 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 340,840 | 6,049 | 0.07% | 0.05% | 86 | +133,532 | 64.41% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 331,053 | 5,876 | 0.0% | 0.0% | 87 | -17,226 | -4.95% | Q1 2026 | May 13, 2026 |
| Juno Financial Group LLC | History | Added to | 323,559 | 5,743 | 2.25% | 2.23% | 88 | +18,353 | 6.01% | Q1 2026 | May 06, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | Added to | 314,874 | 5,589 | 0.81% | 0.72% | 89 | +27,762 | 9.67% | Q1 2026 | May 15, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 312,311 | 5,543 | 3.41% | 3.38% | 90 | -282 | -0.09% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Added to | 309,918 | 5,501 | 1.12% | 0.17% | 91 | +266,723 | 617.49% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 305,134 | 5,416 | 0.03% | 0.03% | 92 | -10,417 | -3.3% | Q1 2026 | Apr 24, 2026 |
| Family Legacy, Inc. | History | Added to | 305,096 | 5,415 | 1.63% | 1.62% | 93 | +7,458 | 2.51% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 303,300 | 5,383 | 0.04% | 0.04% | 94 | +140,508 | 86.31% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 299,448 | 5,315 | 0.04% | 0.04% | 95 | +27,572 | 10.14% | Q1 2026 | Apr 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 297,643 | 5,309 | 0.01% | 0.01% | 96 | -75,645 | -20.26% | Q1 2026 | Apr 08, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 289,600 | 5,140 | 1.09% | 1.53% | 97 | +15,370 | 5.6% | Q1 2026 | Apr 22, 2026 |
| Valmark Advisers, Inc. | History | Added to | 285,818 | 5,073 | 0.06% | 0.06% | 98 | +10,581 | 3.84% | Q1 2026 | May 01, 2026 |
| Dakota Wealth Management | History | Reduced | 268,270 | 4,761 | 0.1% | 0.1% | 99 | -48,894 | -15.42% | Q1 2026 | May 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 265,721 | 4,717 | 1.19% | 1.48% | 100 | -10,982 | -3.97% | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | Added to | 260,198 | 4,618 | 0.13% | 0.12% | 101 | +15,821 | 6.47% | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 258,159 | 4,582 | 0.06% | 0.06% | 102 | +13,525 | 5.53% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 251,742 | 4,486 | 0.22% | 0.23% | 103 | -12,286 | -4.65% | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | Reduced | 249,857 | 4,434 | 0.16% | 0.23% | 104 | -23,892 | -8.73% | Q1 2026 | May 19, 2026 |
| Aspen Investment Management Inc | History | Reduced | 247,198 | 4,388 | 1.34% | 1.36% | 105 | -756 | -0.3% | Q1 2026 | Apr 15, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 235,270 | 4,176 | 0.29% | 0.24% | 106 | +31,345 | 15.37% | Q1 2026 | Apr 28, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 221,071 | 3,924 | 0.1% | 0.08% | 107 | +58,536 | 36.01% | Q1 2026 | May 14, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 219,396 | 3,894 | 2.35% | 2.47% | 108 | -4,462 | -1.99% | Q1 2026 | Apr 21, 2026 |
| Skyview Financial Group LLC | History | No change | 212,196 | 3,866 | 3.99% | 3.99% | 109 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Note Advisors, LLC | History | New | 214,241 | 3,802 | 1.9% | — | 110 | +214,241 | New | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 213,218 | 3,784 | 0.09% | 0.18% | 111 | +5,893 | 2.84% | Q1 2026 | Apr 27, 2026 |
| Brookstone Capital Management | History | Added to | 213,045 | 3,781 | 0.04% | 0.04% | 112 | +23,636 | 12.48% | Q1 2026 | Apr 16, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 206,493 | 3,665 | 0.02% | 0.02% | 113 | +2,681 | 1.32% | Q1 2026 | May 05, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 206,389 | 3,663 | 0.39% | 0.16% | 114 | +124,099 | 150.81% | Q1 2026 | May 06, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 205,044 | 3,639 | 0.16% | 0.17% | 115 | -2,860 | -1.38% | Q1 2026 | May 05, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 204,902 | 3,637 | 0.4% | 0.4% | 116 | +614 | 0.3% | Q1 2026 | Apr 16, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 199,061 | 3,533 | 0.05% | 0.04% | 117 | +31,460 | 18.77% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 197,969 | 3,513 | 0.01% | 0.01% | 118 | +9,106 | 4.82% | Q1 2026 | May 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 196,610 | 3,489 | 1.26% | 1.32% | 119 | -19,751 | -9.13% | Q1 2026 | May 12, 2026 |
| United Advisor Group, LLC | History | Added to | 190,990 | 3,390 | 0.42% | 0.42% | 120 | +7,078 | 3.85% | Q1 2026 | Apr 17, 2026 |
| RFG Advisory, LLC | History | Added to | 184,631 | 3,277 | 0.06% | 0.06% | 121 | +11,554 | 6.68% | Q1 2026 | Apr 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 183,901 | 3,264 | 0.08% | 0.08% | 122 | +4,736 | 2.64% | Q1 2026 | May 15, 2026 |
| Econ Financial Services Corp | History | Added to | 180,142 | 3,197 | 1.48% | 1.07% | 123 | +63,280 | 54.15% | Q1 2026 | Apr 21, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 176,798 | 3,138 | 3.74% | 3.46% | 124 | -41,823 | -19.13% | Q1 2026 | Apr 28, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 175,213 | 3,109 | 0.4% | 0.35% | 126 | +18,094 | 11.52% | Q1 2026 | Apr 13, 2026 |
| Private Advisory Group LLC | History | Reduced | 175,173 | 3,109 | 0.2% | 0.25% | 125 | -143 | -0.08% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | New | 172,796 | 3,067 | 0.01% | — | 127 | +172,796 | New | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 171,894 | 3,051 | 0.33% | 0.34% | 128 | -6,068 | -3.41% | Q1 2026 | Apr 28, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 169,985 | 3,017 | 0.03% | 0.03% | 129 | +13,456 | 8.6% | Q1 2026 | May 12, 2026 |
| BARINGS LLC | History | Reduced | 165,116 | 2,930 | 0.05% | 0.06% | 130 | -9,974 | -5.7% | Q1 2026 | May 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 161,582 | 2,868 | 0.02% | 0.02% | 131 | +38,169 | 30.93% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 157,575 | 2,796 | 0.0% | 0.0% | 132 | +5,860 | 3.86% | Q1 2026 | May 12, 2026 |
| Ethos Financial Group, LLC | History | New | 151,554 | 2,690 | 0.2% | — | 133 | +151,554 | New | Q1 2026 | May 05, 2026 |
| Darden Wealth Group Inc | History | Reduced | 150,988 | 2,680 | 1.37% | 1.34% | 134 | -641 | -0.42% | Q1 2026 | May 08, 2026 |
| CITY HOLDING CO | History | Reduced | 149,652 | 2,656 | 0.33% | 0.34% | 135 | -1,250 | -0.83% | Q1 2026 | Apr 15, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 145,866 | 2,589 | 2.28% | 1.77% | 136 | +4,187 | 2.96% | Q1 2026 | May 04, 2026 |
| Prostatis Group LLC | History | Reduced | 144,811 | 2,570 | 0.66% | 0.64% | 137 | -2,960 | -2.0% | Q1 2026 | May 12, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 138,325 | 2,455 | 0.15% | 0.04% | 138 | +103,331 | 295.28% | Q1 2026 | Apr 27, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 138,244 | 2,453 | 1.08% | 1.13% | 139 | +1,711 | 1.25% | Q1 2026 | Apr 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 131,024 | 2,325 | 0.01% | 0.02% | 140 | -18,537 | -12.39% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 130,062 | 2,308 | 0.17% | 0.16% | 141 | +1,988 | 1.55% | Q1 2026 | May 05, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 127,068 | 2,255 | 0.86% | 0.93% | 142 | -5,266 | -3.98% | Q1 2026 | May 05, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 127,010 | 2,254 | 0.72% | 0.74% | 143 | -3,228 | -2.48% | Q1 2026 | Apr 23, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 125,638 | 2,230 | 0.38% | 0.39% | 144 | -639 | -0.51% | Q1 2026 | May 06, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 125,137 | 2,221 | 0.06% | 0.05% | 145 | +29,873 | 31.36% | Q1 2026 | May 04, 2026 |
| APS Management Group, Inc. | History | Added to | 124,129 | 2,203 | 1.89% | 1.88% | 146 | +3,455 | 2.86% | Q1 2026 | Apr 15, 2026 |
| ROI Financial Advisors, LLC | History | Added to | 121,936 | 2,164 | 1.29% | 1.24% | 147 | +3,076 | 2.59% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 121,666 | 2,159 | 0.02% | 0.02% | 148 | +3,581 | 3.03% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 117,168 | 2,079 | 0.04% | 0.05% | 149 | -85 | -0.07% | Q1 2026 | Apr 13, 2026 |
| Archer Investment Corp | History | Reduced | 115,836 | 2,056 | 0.44% | 0.55% | 150 | -17,343 | -13.02% | Q1 2026 | May 04, 2026 |
| Strategic Blueprint, LLC | History | Added to | 115,308 | 2,046 | 0.12% | 0.1% | 151 | +23,235 | 25.24% | Q1 2026 | Apr 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 114,709 | 2,044 | 0.14% | 0.24% | 152 | -74,560 | -39.39% | Q1 2026 | May 01, 2026 |
| Walker Asset Management, LLC | History | Reduced | 111,485 | 1,978 | 1.07% | 1.15% | 153 | -5,750 | -4.9% | Q1 2026 | Apr 24, 2026 |
| Kovack Advisors, Inc. | History | Added to | 107,938 | 1,923 | 0.1% | 0.09% | 154 | +1,043 | 0.98% | Q1 2026 | May 12, 2026 |
| Patten Group, Inc. | History | Reduced | 107,935 | 1,915 | 0.33% | 0.37% | 155 | -1,274 | -1.17% | Q1 2026 | Apr 24, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 106,477 | 1,889 | 0.15% | 0.16% | 156 | -2,365 | -2.17% | Q1 2026 | May 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 103,162 | 1,831 | 0.53% | 0.62% | 157 | -8,986 | -8.01% | Q1 2026 | Apr 13, 2026 |
| Scarborough Advisors, LLC | History | New | 100,942 | 1,791 | 0.2% | — | 158 | +100,942 | New | Q1 2026 | May 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 99,426 | 1,764 | 0.13% | 0.1% | 159 | +21,475 | 27.55% | Q1 2026 | Apr 20, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 99,241 | 1,761 | 0.41% | 0.38% | 160 | +7,304 | 7.94% | Q1 2026 | Apr 17, 2026 |
| HUB Investment Partners, LLC | History | New | 98,875 | 1,755 | 0.04% | — | 161 | +98,875 | New | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 95,531 | 1,695 | 0.07% | 0.08% | 162 | -1,114 | -1.15% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 92,359 | 1,639 | 0.04% | 0.03% | 163 | +33,563 | 57.08% | Q1 2026 | May 04, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 89,007 | 1,609 | 0.69% | 0.74% | 164 | -1,547 | -1.71% | Q1 2026 | Apr 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 88,378 | 1,568 | 0.06% | 0.06% | 165 | +5,222 | 6.28% | Q1 2026 | May 12, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 87,627 | 1,555 | 0.46% | 0.68% | 166 | -35,071 | -28.58% | Q1 2026 | Apr 20, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 86,076 | 1,527 | 0.22% | 0.21% | 167 | +4,953 | 6.11% | Q1 2026 | May 26, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 85,427 | 1,516 | 0.05% | 0.05% | 168 | +1,128 | 1.34% | Q1 2026 | Apr 08, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 85,302 | 1,514 | 0.28% | 0.3% | 169 | -1,579 | -1.82% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 84,729 | 1,503 | 0.03% | 0.03% | 170 | -1,231 | -1.43% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 83,172 | 1,476 | 0.13% | 0.13% | 171 | -1,441 | -1.7% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 80,898 | 1,435 | 0.03% | 0.04% | 172 | -5,299 | -6.15% | Q1 2026 | May 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 77,930 | 1,419 | 0.09% | 0.09% | 173 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 71,765 | 1,273 | 0.92% | 0.93% | 174 | +1,840 | 2.63% | Q1 2026 | May 07, 2026 |
| Proficio Capital Partners LLC | History | Added to | 69,930 | 1,241 | 0.07% | 0.07% | 175 | +19,075 | 37.51% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 68,839 | 1,221 | 0.04% | 0.02% | 176 | +18,665 | 37.2% | Q1 2026 | Apr 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 68,153 | 1,209 | 0.02% | 0.03% | 177 | -36,429 | -34.83% | Q1 2026 | May 13, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 67,396 | 1,196 | 0.57% | 0.59% | 178 | -2,341 | -3.36% | Q1 2026 | Apr 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 66,082 | 1,172 | 0.01% | 0.01% | 179 | +111 | 0.17% | Q1 2026 | May 05, 2026 |
| Indivisible Partners | History | Added to | 64,892 | 1,151 | 0.1% | 0.07% | 181 | +28,478 | 78.21% | Q1 2026 | Apr 30, 2026 |
| WESBANCO BANK INC | History | Added to | 64,882 | 1,151 | 0.03% | 0.03% | 180 | +10,037 | 18.3% | Q1 2026 | Apr 21, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 63,072 | 1,149 | 0.05% | 0.05% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 64,193 | 1,139 | 0.0% | 0.0% | 183 | -22,489 | -25.94% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 64,165 | 1,138 | 0.01% | — | 184 | +64,165 | New | Q1 2026 | May 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 63,321 | 1,123 | 0.07% | 0.07% | 185 | +130 | 0.21% | Q1 2026 | May 13, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 62,145 | 1,103 | 0.11% | 0.12% | 186 | -5,829 | -8.58% | Q1 2026 | Apr 30, 2026 |
| BROWN ADVISORY INC | History | Added to | 60,980 | 1,082 | 0.0% | 0.0% | 187 | +3,739 | 6.53% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 60,651 | 1,076 | 0.06% | 0.06% | 188 | +2,286 | 3.92% | Q1 2026 | Apr 15, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Added to | 59,326 | 1,053 | 0.05% | 0.04% | 189 | +5,209 | 9.63% | Q1 2026 | May 15, 2026 |
| Paller Financial Services Inc | History | Reduced | 59,235 | 1,051 | 0.87% | 0.88% | 190 | -1,085 | -1.8% | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 58,837 | 1,044 | 0.08% | 0.08% | 191 | -934 | -1.56% | Q1 2026 | Apr 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 58,634 | 1,040 | 0.02% | 0.02% | 192 | +3,302 | 5.97% | Q1 2026 | May 18, 2026 |
| MGB Wealth Management, LLC | History | No change | 56,919 | 1,037 | 0.3% | 0.3% | 193 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Essex LLC | History | Added to | 56,988 | 1,011 | 0.18% | 0.17% | 194 | +4,203 | 7.96% | Q1 2026 | Apr 24, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 56,376 | 1,000 | 0.25% | 0.29% | 195 | -5,168 | -8.4% | Q1 2026 | Apr 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 56,292 | 999 | 0.0% | 0.0% | 196 | -132,758 | -70.22% | Q1 2026 | May 15, 2026 |
| Bangor Savings Bank | History | No change | 55,973 | 993 | 0.08% | 0.08% | 197 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 55,782 | 990 | 0.25% | 0.28% | 198 | +577 | 1.05% | Q1 2026 | Apr 28, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 55,715 | 988 | 0.8% | 0.79% | 199 | +946 | 1.73% | Q1 2026 | May 13, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 53,942 | 985 | 1.27% | 1.27% | 200 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 55,211 | 980 | 0.01% | 0.02% | 201 | -5,259 | -8.7% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 54,096 | 960 | 0.01% | 0.01% | 202 | +16,205 | 42.77% | Q1 2026 | Apr 15, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 53,460 | 948 | 0.06% | 0.09% | 203 | -22,020 | -29.17% | Q1 2026 | May 14, 2026 |
| National Philanthropic Trust | History | No change | 52,029 | 923 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 51,464 | 913 | 0.0% | 0.0% | 205 | +4,760 | 10.19% | Q1 2026 | Apr 15, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 50,131 | 889 | 0.57% | 0.66% | 206 | -3,356 | -6.27% | Q1 2026 | Apr 23, 2026 |
| Meridian Financial Partners LLC | History | Added to | 49,608 | 884 | 0.34% | 0.35% | 207 | +1,049 | 2.16% | Q1 2026 | Apr 15, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 48,804 | 866 | 0.08% | 0.09% | 208 | -2,358 | -4.61% | Q1 2026 | Apr 20, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 48,657 | 863 | 0.09% | 0.1% | 209 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 48,071 | 853 | 0.09% | 0.09% | 210 | -25 | -0.05% | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 47,819 | 852 | 0.01% | 0.01% | 211 | -6,769 | -12.4% | Q1 2026 | Apr 07, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 47,762 | 847 | 0.64% | 0.61% | 212 | +8,131 | 20.52% | Q1 2026 | Apr 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 47,240 | 838 | 0.03% | 0.03% | 213 | +3,777 | 8.69% | Q1 2026 | May 14, 2026 |
| Beacon Financial Advisory LLC | History | New | 47,183 | 837 | 0.19% | — | 214 | +47,183 | New | Q1 2026 | Apr 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 46,662 | 828 | 0.02% | 0.02% | 215 | -261 | -0.56% | Q1 2026 | Apr 29, 2026 |
| StoneX Group Inc. | History | Reduced | 45,419 | 806 | 0.04% | 0.08% | 216 | -52,011 | -53.38% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 44,465 | 789 | 0.02% | 0.02% | 217 | -1,000 | -2.2% | Q1 2026 | May 15, 2026 |
| Accel Wealth Management | History | Reduced | 44,340 | 787 | 0.21% | 0.22% | 218 | -620 | -1.38% | Q1 2026 | Apr 08, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 43,652 | 774 | 0.94% | 0.95% | 219 | -1,954 | -4.28% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 42,308 | 751 | 0.01% | 0.01% | 220 | +496 | 1.19% | Q1 2026 | May 14, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | New | 42,296 | 750 | 0.48% | — | 221 | +42,296 | New | Q1 2026 | Apr 10, 2026 |
| CHOREO, LLC | History | Reduced | 41,453 | 735 | 0.01% | 0.01% | 222 | -2,574 | -5.85% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 41,238 | 731 | 0.03% | 0.04% | 223 | +22,124 | 115.75% | Q1 2026 | May 15, 2026 |
| Oder Investment Management, LLC | History | Added to | 40,658 | 721 | 0.55% | 0.52% | 224 | +1,365 | 3.47% | Q1 2026 | May 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 40,340 | 716 | 0.02% | 0.02% | 225 | +5,147 | 14.63% | Q1 2026 | Apr 21, 2026 |
| Freedom Financial Partners LLC | History | Added to | 40,165 | 713 | 0.25% | 0.26% | 226 | +946 | 2.41% | Q1 2026 | Apr 16, 2026 |
| Ballew Advisors, Inc | History | Added to | 39,405 | 710 | 0.4% | 0.39% | 227 | +1,930 | 5.15% | Q1 2026 | Apr 10, 2026 |
| Creekside Partners | History | Reduced | 39,148 | 694 | 0.29% | 0.3% | 228 | -371 | -0.94% | Q1 2026 | Apr 21, 2026 |
| Mutual Advisors, LLC | History | Added to | 39,091 | 693 | 0.01% | 0.01% | 229 | +3,654 | 10.31% | Q1 2026 | May 01, 2026 |
| Maia Wealth LLC | History | Reduced | 38,900 | 690 | 0.12% | 0.13% | 231 | -2,383 | -5.77% | Q1 2026 | May 08, 2026 |
| Advisor OS, LLC | History | Reduced | 38,902 | 690 | 0.05% | 0.06% | 230 | -401 | -1.02% | Q1 2026 | May 07, 2026 |
| Altus Wealth Group LLC | History | Reduced | 38,827 | 689 | 0.28% | 0.3% | 232 | -2,282 | -5.55% | Q1 2026 | Apr 27, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 38,702 | 686 | 0.08% | 0.09% | 233 | -601 | -1.53% | Q1 2026 | May 05, 2026 |
| Berger Financial Group, Inc | History | Reduced | 38,567 | 684 | 0.04% | 0.04% | 234 | -607 | -1.55% | Q1 2026 | Apr 28, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 37,669 | 663 | 0.04% | 0.03% | 235 | +2,555 | 7.28% | Q1 2026 | Apr 24, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 37,032 | 657 | 0.1% | 0.11% | 236 | +315 | 0.86% | Q1 2026 | Apr 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 36,446 | 646 | 0.04% | 0.04% | 237 | -796 | -2.14% | Q1 2026 | Apr 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 36,298 | 644 | 0.2% | 0.23% | 238 | -3,472 | -8.73% | Q1 2026 | May 13, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 35,892 | 637 | 0.08% | 0.08% | 239 | -1,104 | -2.98% | Q1 2026 | May 04, 2026 |
| Composition Wealth, LLC | History | Reduced | 35,261 | 625 | 0.01% | 0.01% | 240 | -14,837 | -29.62% | Q1 2026 | Apr 08, 2026 |
| TI-TRUST, INC | History | Reduced | 34,756 | 616 | 0.37% | 0.39% | 241 | -42 | -0.12% | Q1 2026 | Apr 28, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 34,109 | 605 | 0.29% | 0.31% | 242 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Opulen Financial Group LLC | History | Added to | 33,848 | 600 | 0.42% | 0.44% | 243 | +444 | 1.33% | Q1 2026 | Apr 29, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | New | 32,738 | 581 | 0.22% | — | 244 | +32,738 | New | Q1 2026 | Apr 23, 2026 |
| TCFG Investment Advisors, LLC | History | New | 32,738 | 581 | 0.22% | — | 245 | +32,738 | New | Q1 2026 | May 05, 2026 |
| Center for Wealth Management Advisory | History | Added to | 31,756 | 563 | 0.41% | 0.32% | 246 | +7,904 | 33.14% | Q1 2026 | Apr 24, 2026 |
| LVZ, Inc. | History | Added to | 31,534 | 559 | 0.06% | 0.06% | 247 | +2,008 | 6.8% | Q1 2026 | Apr 28, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 31,078 | 551 | 0.07% | 0.07% | 248 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 31,016 | 550 | 0.18% | 0.2% | 249 | -1,447 | -4.46% | Q1 2026 | Apr 24, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 30,636 | 543 | 0.02% | — | 250 | +30,636 | New | Q1 2026 | May 06, 2026 |
| Certified Advisory Corp | History | Added to | 30,516 | 541 | 0.05% | 0.05% | 251 | +229 | 0.76% | Q1 2026 | Apr 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 30,429 | 540 | 0.02% | 0.03% | 252 | +726 | 2.44% | Q1 2026 | May 12, 2026 |
| Principle Wealth Partners LLC | History | No change | 28,400 | 504 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 28,350 | 503 | 0.33% | 0.32% | 254 | +1,375 | 5.1% | Q1 2026 | Apr 24, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Added to | 28,025 | 497 | 0.69% | 0.71% | 255 | +322 | 1.16% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 27,996 | 496 | 0.01% | 0.01% | 256 | -894 | -3.09% | Q1 2026 | Apr 27, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 27,698 | 491 | 0.09% | 0.1% | 257 | +13,434 | 94.18% | Q1 2026 | Apr 29, 2026 |
| MANCHESTER FINANCIAL INC | History | No change | 27,600 | 489 | 0.09% | 0.09% | 258 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Shulman DeMeo Asset Management LLC | History | Added to | 27,291 | 484 | 0.1% | 0.09% | 259 | +5,442 | 24.91% | Q1 2026 | Apr 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 26,701 | 473 | 0.0% | 0.0% | 260 | -642 | -2.35% | Q1 2026 | May 15, 2026 |
| Tudor Financial Inc. | History | Added to | 26,435 | 469 | 0.24% | 0.24% | 261 | +724 | 2.82% | Q1 2026 | May 15, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 26,401 | 468 | 0.02% | 0.01% | 262 | +8,616 | 48.45% | Q1 2026 | Apr 20, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 25,075 | 457 | 0.33% | 0.46% | 263 | -13,260 | -34.59% | Q1 2026 | Apr 16, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 24,986 | 443 | 0.17% | 0.19% | 264 | -732 | -2.85% | Q1 2026 | Apr 17, 2026 |
| Cooper Financial Group | History | Reduced | 24,757 | 439 | 0.04% | 0.07% | 265 | -11,472 | -31.67% | Q1 2026 | Apr 07, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 24,753 | 439 | 0.75% | 0.43% | 266 | -2,248 | -8.33% | Q1 2026 | Apr 22, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 24,573 | 436 | 0.01% | 0.03% | 267 | -30,602 | -55.46% | Q1 2026 | Apr 28, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 24,546 | 435 | 0.31% | 0.32% | 268 | -297 | -1.2% | Q1 2026 | Apr 21, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 24,505 | 434 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Prospect Financial Services LLC | History | Reduced | 24,310 | 431 | 0.26% | 0.28% | 270 | -2,614 | -9.71% | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | Added to | 24,276 | 430 | 0.01% | 0.01% | 271 | +2,618 | 12.09% | Q1 2026 | Apr 22, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 23,466 | 427 | 0.45% | 0.45% | 272 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| IFS Group,LLC | History | New | 24,036 | 426 | 0.38% | — | 273 | +24,036 | New | Q1 2026 | May 18, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 23,699 | 420 | 0.23% | 0.22% | 274 | +39 | 0.16% | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 23,461 | 416 | 0.02% | 0.02% | 275 | +3,709 | 18.78% | Q1 2026 | May 18, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 23,311 | 413 | 0.02% | 0.02% | 276 | +1,333 | 6.07% | Q1 2026 | Apr 13, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 23,036 | 408 | 0.01% | 0.01% | 277 | -1,476 | -6.02% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | No change | 22,985 | 407 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| First Financial Group Corp | History | Reduced | 22,485 | 399 | 0.33% | 0.39% | 279 | -2,700 | -10.72% | Q1 2026 | Apr 22, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 22,387 | 397 | 0.04% | 0.04% | 280 | +240 | 1.08% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 22,330 | 396 | 0.01% | 0.02% | 281 | -3,312 | -12.92% | Q1 2026 | Apr 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 21,974 | 390 | 0.01% | 0.02% | 283 | -15,082 | -40.7% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 21,992 | 390 | 0.01% | 0.01% | 282 | +1,322 | 6.4% | Q1 2026 | Apr 17, 2026 |
| Park Edge Advisors, LLC | History | Added to | 21,883 | 388 | 0.09% | 0.09% | 284 | +244 | 1.13% | Q1 2026 | Apr 20, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 21,590 | 383 | 0.06% | 0.06% | 285 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 21,471 | 381 | 0.0% | 0.03% | 286 | -496,225 | -95.85% | Q1 2026 | Apr 29, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 21,419 | 380 | 0.0% | 0.01% | 287 | -4,998 | -18.92% | Q1 2026 | May 13, 2026 |
| Leo Wealth, LLC | History | New | 21,353 | 379 | 0.03% | — | 288 | +21,353 | New | Q1 2026 | May 05, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 21,000 | 372 | 0.19% | 0.2% | 289 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Keystone Financial Group | History | Added to | 20,934 | 371 | 0.03% | 0.02% | 290 | +5,622 | 36.72% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 20,706 | 367 | 0.0% | 0.0% | 291 | +1,648 | 8.65% | Q1 2026 | May 11, 2026 |
| Quantum Private Wealth, LLC | History | Reduced | 20,602 | 365 | 0.11% | 0.12% | 292 | -1,406 | -6.39% | Q1 2026 | Apr 27, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 20,387 | 361 | 0.01% | 0.02% | 293 | -7,372 | -26.56% | Q1 2026 | May 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 20,168 | 357 | 0.01% | 0.05% | 294 | -60,429 | -74.98% | Q1 2026 | May 11, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 19,756 | 350 | 0.05% | 0.05% | 295 | -450 | -2.23% | Q1 2026 | Apr 21, 2026 |
| Realta Investment Advisors | History | Added to | 19,593 | 347 | 0.12% | 0.11% | 296 | +1,656 | 9.23% | Q1 2026 | Apr 22, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 19,511 | 346 | 0.03% | 0.02% | 297 | +5,766 | 41.95% | Q1 2026 | Apr 22, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 19,448 | 345 | 0.0% | 0.0% | 298 | -758 | -3.75% | Q1 2026 | Apr 30, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 19,207 | 340 | 0.05% | 0.07% | 300 | -2,323 | -10.79% | Q1 2026 | Apr 17, 2026 |
| E&G Advisors, LP | History | No change | 19,168 | 340 | 0.08% | 0.08% | 299 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 19,148 | 339 | 0.0% | 0.0% | 301 | +1,007 | 5.55% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 18,855 | 334 | 0.02% | 0.02% | 302 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 18,630 | 330 | 0.02% | 0.02% | 303 | +36 | 0.19% | Q1 2026 | Apr 23, 2026 |
| BAM Wealth Management, LLC | History | Added to | 18,277 | 324 | 0.24% | 0.23% | 304 | +661 | 3.75% | Q1 2026 | Apr 17, 2026 |
| Balboa Wealth Partners | History | Added to | 18,161 | 322 | 0.05% | 0.04% | 305 | +5,195 | 40.07% | Q1 2026 | Apr 16, 2026 |
| GeoWealth Management, LLC | History | New | 18,089 | 321 | 0.01% | — | 306 | +18,089 | New | Q1 2026 | May 13, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 17,700 | 314 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vines Capital Management, LLC | History | Reduced | 17,292 | 306 | 0.3% | 0.33% | 308 | -1,142 | -6.2% | Q1 2026 | May 12, 2026 |
| Everest Financial Group LLC | History | New | 17,100 | 303 | 0.05% | — | 310 | +17,100 | New | Q1 2026 | May 15, 2026 |
| Investmark Advisory Group LLC | History | Added to | 17,074 | 303 | 0.13% | 0.13% | 309 | +69 | 0.41% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 16,787 | 298 | 0.0% | — | 311 | +16,787 | New | Q1 2026 | May 01, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 16,693 | 296 | 0.17% | 0.18% | 312 | -57 | -0.34% | Q1 2026 | Apr 20, 2026 |
| Fisher Asset Management, LLC | History | New | 16,376 | 290 | 0.0% | — | 314 | +16,376 | New | Q1 2026 | May 05, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 16,380 | 290 | 0.09% | 0.11% | 313 | -4,267 | -20.67% | Q1 2026 | Apr 17, 2026 |
| Atlas Private Wealth Advisors | History | New | 16,317 | 289 | 0.07% | — | 315 | +16,317 | New | Q1 2026 | Apr 23, 2026 |
| Helium Advisors LLC | History | Added to | 16,092 | 285 | 0.27% | 0.29% | 319 | +489 | 3.13% | Q1 2026 | May 05, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 15,730 | 285 | 0.08% | 0.09% | 317 | +45 | 0.29% | Q1 2026 | Apr 27, 2026 |
| Quartz Partners, LLC | History | No change | 16,094 | 285 | 0.11% | 0.11% | 316 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Diversified Enterprises, LLC | History | No change | 16,078 | 285 | 0.02% | 0.02% | 318 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 16,015 | 284 | 0.01% | 0.01% | 320 | -419 | -2.55% | Q1 2026 | May 11, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 15,596 | 276 | 0.01% | 0.01% | 321 | -5,395 | -25.7% | Q1 2026 | Apr 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 15,522 | 275 | 0.0% | 0.0% | 322 | -125 | -0.8% | Q1 2026 | May 12, 2026 |
| BIP Wealth, LLC | History | No change | 15,506 | 275 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 15,470 | 274 | 0.06% | 0.06% | 324 | -146 | -0.93% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 15,391 | 273 | 0.01% | — | 325 | +15,391 | New | Q1 2026 | May 14, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 15,300 | 271 | 0.09% | 0.09% | 326 | +100 | 0.66% | Q1 2026 | May 15, 2026 |
| STABLEFORD CAPITAL II LLC | History | No change | 15,300 | 271 | 0.1% | 0.1% | 327 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 15,233 | 270 | 0.03% | 0.03% | 328 | +72 | 0.47% | Q1 2026 | Apr 27, 2026 |
| Integris Wealth Management, LLC | History | No change | 15,000 | 266 | 0.06% | 0.06% | 329 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Risk Paradigm Group, LLC | History | Reduced | 14,790 | 262 | 0.22% | 0.26% | 330 | -146 | -0.98% | Q1 2026 | May 14, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 14,693 | 260 | 0.06% | 0.06% | 331 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 14,621 | 259 | 0.06% | — | 332 | +14,621 | New | Q1 2026 | Apr 17, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 14,526 | 257 | 0.07% | 0.08% | 333 | -6 | -0.04% | Q1 2026 | Apr 30, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 14,353 | 254 | 0.09% | 0.1% | 334 | -1,947 | -11.94% | Q1 2026 | Apr 09, 2026 |
| Intellectus Partners, LLC | History | No change | 14,228 | 252 | 0.05% | 0.05% | 335 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 14,213 | 252 | 0.09% | 0.09% | 336 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Waterloo Capital, L.P. | History | Added to | 14,110 | 250 | 0.02% | 0.02% | 337 | +93 | 0.66% | Q1 2026 | May 12, 2026 |
| Capital Square, LLC | History | Added to | 13,794 | 249 | 0.11% | 0.11% | 338 | +1,977 | 16.73% | Q1 2026 | May 11, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 14,010 | 248 | 0.22% | 0.25% | 339 | +119 | 0.86% | Q1 2026 | May 05, 2026 |
| WHITTIER TRUST CO | History | No change | 13,910 | 247 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Keebeck Wealth Management | History | No change | 13,700 | 243 | 0.03% | 0.03% | 341 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 13,656 | 242 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13,510 | 239 | 0.0% | 0.0% | 343 | +1,123 | 9.07% | Q1 2026 | May 08, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | New | 13,397 | 237 | 0.09% | — | 344 | +13,397 | New | Q1 2026 | May 14, 2026 |
| Hudson Capital Management LLC | History | Reduced | 13,344 | 236 | 0.06% | 0.06% | 345 | -108 | -0.8% | Q1 2026 | Apr 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 12,652 | 230 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 12,951 | 229 | 0.0% | — | 347 | +12,951 | New | Q1 2026 | May 11, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 12,777 | 226 | 0.12% | 0.13% | 348 | +134 | 1.06% | Q1 2026 | May 08, 2026 |
| 1776 Wealth LLC | History | Reduced | 12,694 | 225 | 0.09% | 0.09% | 349 | -556 | -4.2% | Q1 2026 | May 08, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 12,633 | 224 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 3,923,229 | 221 | 0.01% | 0.13% | 352 | +3,708,098 | 1723.65% | Q1 2026 | May 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 12,490 | 221 | 0.02% | 0.02% | 351 | +47 | 0.38% | Q1 2026 | May 28, 2026 |
| Legacy Edge Advisors, LLC | History | New | 12,443 | 220 | 0.02% | — | 353 | +12,443 | New | Q1 2026 | May 11, 2026 |
| Concentrum Wealth Management | History | No change | 12,208 | 216 | 0.06% | 0.06% | 354 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 12,139 | 215 | 0.04% | 0.04% | 355 | +219 | 1.84% | Q1 2026 | Apr 21, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 12,055 | 213 | 0.01% | 0.01% | 357 | +33 | 0.27% | Q1 2026 | May 06, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 12,000 | 213 | 0.06% | 0.06% | 356 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | New | 11,670 | 207 | 0.0% | — | 361 | +11,670 | New | Q1 2026 | May 11, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 11,677 | 207 | 0.11% | 0.11% | 359 | +396 | 3.51% | Q1 2026 | May 14, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 11,716 | 207 | 0.09% | 0.09% | 360 | +20 | 0.17% | Q1 2026 | May 01, 2026 |
| HFG Advisors, Inc. | History | No change | 11,672 | 207 | 0.15% | 0.15% | 358 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 11,568 | 205 | 0.09% | 0.09% | 362 | +400 | 3.58% | Q1 2026 | May 08, 2026 |
| Excelsior Advisor Network LLC | History | New | 11,453 | 203 | 0.08% | — | 365 | +11,453 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 11,438 | 203 | 0.0% | 0.0% | 363 | -7,764 | -40.43% | Q1 2026 | May 05, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 11,475 | 203 | 0.04% | 0.04% | 364 | +293 | 2.62% | Q1 2026 | Apr 16, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 11,394 | 202 | 0.02% | 0.03% | 366 | -697 | -5.76% | Q1 2026 | Apr 23, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 11,331 | 201 | 0.21% | 0.22% | 367 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 11,062 | 196 | 0.0% | 0.0% | 368 | -250 | -2.21% | Q1 2026 | Apr 14, 2026 |
| Oak Harvest Investment Services | History | No change | 11,084 | 196 | 0.02% | 0.02% | 369 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cascade Financial Partners, LLC | History | No change | 11,065 | 196 | 0.02% | 0.02% | 370 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ASL Financial, LLC | History | No change | 11,000 | 195 | 0.16% | 0.16% | 371 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 10,788 | 194 | 0.01% | 0.01% | 372 | -2,112 | -16.37% | Q1 2026 | Apr 17, 2026 |
| Hilltop Holdings Inc. | History | New | 10,890 | 193 | 0.02% | — | 373 | +10,890 | New | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 10,685 | 189 | 0.0% | 0.0% | 374 | -1,119 | -9.48% | Q1 2026 | May 15, 2026 |
| Owen LaRue, LLC | History | Added to | 10,653 | 189 | 0.07% | 0.07% | 375 | +67 | 0.63% | Q1 2026 | Apr 30, 2026 |
| MATHER GROUP, LLC. | History | No change | 10,577 | 187 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DeDora Capital, Inc. | History | No change | 10,588 | 187 | 0.05% | 0.05% | 377 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 10,502 | 186 | 0.0% | — | 379 | +10,502 | New | Q1 2026 | Apr 07, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 10,511 | 186 | 0.02% | 0.03% | 378 | +145 | 1.4% | Q1 2026 | May 11, 2026 |
| Encompass More Asset Management | History | Reduced | 10,459 | 185 | 0.03% | 0.04% | 380 | -279 | -2.6% | Q1 2026 | Apr 28, 2026 |
| EVOKE WEALTH, LLC | History | No change | 10,188 | 180 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MBE Wealth Management, LLC | History | No change | 10,073 | 178 | 0.07% | 0.08% | 382 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 10,013 | 177 | 0.01% | — | 384 | +10,013 | New | Q1 2026 | May 12, 2026 |
| Security National Bank | History | Added to | 9,995 | 177 | 0.03% | 0.02% | 383 | +537 | 5.68% | Q1 2026 | Apr 16, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 8,487 | 155 | 0.05% | 0.05% | 385 | -600 | -6.6% | Q1 2026 | May 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 7,579 | 134 | 0.05% | 0.05% | 386 | +860 | 12.8% | Q1 2026 | May 05, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 7,515 | 133 | 0.04% | 0.05% | 387 | -1,942 | -20.54% | Q1 2026 | May 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 7,527 | 133 | 0.05% | 0.05% | 388 | +45 | 0.6% | Q1 2026 | Apr 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,045 | 107 | 0.01% | 0.01% | 389 | +66 | 1.1% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5,722 | 101 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 5,328 | 97 | 0.08% | 0.08% | 391 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 5,170 | 91 | 0.06% | — | 392 | +5,170 | New | Q1 2026 | Apr 21, 2026 |
| True Wealth Design, LLC | History | New | 5,112 | 90 | 0.02% | — | 393 | +5,112 | New | Q1 2026 | Apr 13, 2026 |
| Capital Analysts, LLC | History | New | 5,012 | 89 | 0.0% | — | 394 | +5,012 | New | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | New | 5,000 | 88 | 0.0% | — | 395 | +5,000 | New | Q1 2026 | May 05, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 4,916 | 87 | 0.05% | 0.05% | 396 | -108 | -2.15% | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 4,195 | 74 | 0.0% | 0.0% | 397 | +2,069 | 97.32% | Q1 2026 | May 14, 2026 |
| Dunhill Financial, LLC | History | Reduced | 3,714 | 65 | 0.02% | 0.05% | 399 | -7,341 | -66.4% | Q1 2026 | May 06, 2026 |
| NBT BANK N A /NY | History | Added to | 3,705 | 65 | 0.0% | 0.0% | 398 | +3,687 | 20483.33% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 3,444 | 61 | 0.0% | — | 400 | +3,444 | New | Q1 2026 | Apr 28, 2026 |
| Arkos Global Advisors | History | New | 3,400 | 60 | 0.01% | — | 403 | +3,400 | New | Q1 2026 | May 13, 2026 |
| UMB Bank, n.a. | History | No change | 3,395 | 60 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| S&T BANK/PA | History | No change | 3,389 | 60 | 0.02% | 0.02% | 402 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 3,143 | 55 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 54,042 | 54 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Rossby Financial, LCC | History | Reduced | 2,803 | 49 | 0.01% | 0.02% | 406 | -3 | -0.11% | Q1 2026 | May 11, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 2,759 | 48 | 0.02% | 0.02% | 407 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ORG Partners LLC | History | No change | 2,651 | 48 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 2,686 | 47 | 0.01% | — | 409 | +2,686 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 2,686 | 47 | 0.01% | — | 410 | +2,686 | New | Q1 2026 | May 13, 2026 |
| Front Row Advisors LLC | History | No change | 2,500 | 44 | 0.01% | 0.02% | 411 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,460 | 43 | 0.0% | 0.0% | 413 | -355 | -12.61% | Q1 2026 | Apr 07, 2026 |
| Investors Research Corp | History | No change | 2,431 | 43 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 2,470 | 43 | 0.03% | 0.04% | 414 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 2,275 | 40 | 0.0% | 0.0% | 415 | -11,281 | -83.22% | Q1 2026 | May 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,942 | 35 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 1,923 | 34 | 0.0% | 0.01% | 417 | -532 | -21.67% | Q1 2026 | Apr 16, 2026 |
| NFSG Corp | History | Reduced | 1,861 | 33 | 0.01% | 0.02% | 418 | -4,006 | -68.28% | Q1 2026 | May 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,732 | 30 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Clearstead Advisors, LLC | History | New | 1,667 | 29 | 0.0% | — | 421 | +1,667 | New | Q1 2026 | May 06, 2026 |
| Ascentis Independent Advisors | History | New | 1,651 | 29 | 0.0% | — | 422 | +1,651 | New | Q1 2026 | Apr 28, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 1,687 | 29 | 0.01% | 0.02% | 420 | -820 | -32.71% | Q1 2026 | Apr 28, 2026 |
| Truvestments Capital LLC | History | New | 1,531 | 27 | 0.0% | — | 423 | +1,531 | New | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,500 | 26 | 0.0% | 0.0% | 424 | -1,373 | -47.79% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 1,458 | 25 | 0.0% | 0.04% | 426 | -15,220 | -91.26% | Q1 2026 | May 15, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 1,431 | 25 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,402 | 24 | 0.0% | 0.0% | 427 | +337 | 31.64% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Added to | 1,369 | 24 | 0.0% | 0.0% | 428 | +19 | 1.41% | Q1 2026 | Apr 06, 2026 |
| Smithfield Trust Co | History | No change | 1,303 | 23 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 1,250 | 22 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,165 | 21 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Piscataqua Savings Bank | History | No change | 1,200 | 21 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| FIRST HORIZON CORP | History | No change | 1,079 | 19 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Community Financial Services Group, LLC | History | New | 1,000 | 17 | 0.0% | — | 436 | +1,000 | New | Q1 2026 | Apr 08, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 960 | 17 | 0.01% | 0.01% | 435 | -72 | -6.98% | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 969 | 17 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Anfield Capital Management, LLC | History | New | 877 | 15 | 0.0% | — | 437 | +877 | New | Q1 2026 | May 12, 2026 |
| Main Street Group, LTD | History | New | 850 | 15 | 0.0% | — | 438 | +850 | New | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | New | 850 | 15 | 0.0% | — | 439 | +850 | New | Q1 2026 | May 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 824 | 14 | 0.01% | — | 441 | +824 | New | Q1 2026 | Apr 22, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 800 | 14 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 700 | 12 | 0.0% | — | 444 | +700 | New | Q1 2026 | May 13, 2026 |
| MidFirst Bank | History | Added to | 730 | 12 | 0.0% | 0.0% | 443 | +329 | 82.04% | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 696 | 12 | 0.0% | 0.0% | 442 | +10 | 1.46% | Q1 2026 | Apr 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 659 | 11 | 0.0% | 0.0% | 446 | +7 | 1.07% | Q1 2026 | Apr 20, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 628 | 11 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | New | 572 | 10 | 0.01% | — | 449 | +572 | New | Q1 2026 | May 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 573 | 10 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 590 | 10 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 519 | 9 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Synergy Investment Management, LLC | History | New | 478 | 8 | 0.0% | — | 452 | +478 | New | Q1 2026 | May 14, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 487 | 8 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 414 | 7 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Imprint Wealth LLC | History | No change | 425 | 7 | 0.03% | 0.03% | 454 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 380 | 6 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BALLAST ADVISORS LLC | History | New | 287 | 5 | 0.0% | — | 458 | +287 | New | Q1 2026 | May 12, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 327 | 5 | 0.0% | 0.01% | 456 | +4 | 1.24% | Q1 2026 | Apr 24, 2026 |
| Colonial Trust Co / SC | History | No change | 299 | 5 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 264 | 4 | 0.0% | 0.0% | 459 | -1,003 | -79.16% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | New | 193 | 3 | 0.0% | — | 463 | +193 | New | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 172 | 3 | 0.0% | 0.0% | 461 | +110 | 177.42% | Q1 2026 | May 15, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 220 | 3 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 216 | 3 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 156 | 2 | 0.0% | 0.0% | 464 | -473 | -75.2% | Q1 2026 | May 08, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 119 | 2 | 0.0% | 0.0% | 466 | +2 | 1.71% | Q1 2026 | May 14, 2026 |
| Caitlin John, LLC | History | No change | 165 | 2 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Benson Wealth Management INC | History | No change | 133 | 2 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 109 | 1 | 0.0% | 0.0% | 469 | -7 | -6.03% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 93 | 1 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BAYBAN | History | No change | 105 | 1 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| STONEBRIDGE ADVISORS LLC | History | Closed out | 0 | 0 | — | 22.01% | — | -2,368,824 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Wealthspire Retirement, LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -656,384 | -100.0% | Q1 2026 | May 13, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 3.91% | — | -505,315 | -100.0% | Q1 2026 | May 01, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -412,900 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Blackhawk Capital Partners, LLC | History | Closed out | 0 | 0 | — | 2.01% | — | -294,182 | -100.0% | Q1 2026 | May 05, 2026 |
| Asset Allocation Strategies LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -207,571 | -100.0% | Q1 2026 | Apr 22, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -187,861 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -154,838 | -100.0% | Q1 2026 | May 12, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -115,119 | -100.0% | Q1 2026 | Apr 06, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -103,767 | -100.0% | Q1 2026 | May 15, 2026 |
| Bright Futures Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.74% | — | -54,970 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44,472 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -41,802 | -100.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -41,048 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -39,232 | -100.0% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -31,316 | -100.0% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,295 | -100.0% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.03% | — | -25,095 | -100.0% | Q1 2026 | May 15, 2026 |
| Stockman Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -24,709 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.06% | — | -18,690 | -100.0% | Q1 2026 | Apr 09, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -15,975 | -100.0% | Q1 2026 | Apr 20, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -14,385 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -13,201 | -100.0% | Q1 2026 | May 15, 2026 |
| Bedminster, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -13,090 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Headland Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,770 | -100.0% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,320 | -100.0% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,129 | -100.0% | Q1 2026 | May 13, 2026 |
| Nilsine Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,010 | -100.0% | Q1 2026 | Apr 29, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -10,856 | -100.0% | Q1 2026 | May 15, 2026 |
| Cypress Capital Group | History | Closed out | 0 | 0 | — | 0.02% | — | -10,550 | -100.0% | Q1 2026 | May 15, 2026 |
| Navis Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,528 | -100.0% | Q1 2026 | May 15, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Closed out | 0 | 0 | — | 0.12% | — | -10,304 | -100.0% | Q1 2026 | May 13, 2026 |
| Mendota Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,651 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Investors Portfolio Services LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,438 | -100.0% | Q1 2026 | May 14, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -697 | -100.0% | Q1 2026 | May 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -410 | -100.0% | Q1 2026 | May 01, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -394 | -100.0% | Q1 2026 | May 11, 2026 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | 0.0% | — | -325 | -100.0% | Q1 2026 | May 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 49 | 0 | — | 0.01% | — | -302 | -86.04% | Q1 2026 | May 06, 2026 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | Apr 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -172 | -100.0% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 31 | 0 | — | 0.0% | — | -145 | -82.39% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -132 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.01% | — | -84 | -100.0% | Q1 2026 | May 07, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | — | — | -54 | -100.0% | Q1 2026 | May 21, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q1 2026 | Apr 14, 2026 |
| PMV Capital Advisers, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | Apr 16, 2026 |
| SIGNATUREFD, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 55 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |