FIRST TRUST EXCHANGE-TRADED FUND - FTCS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 7,528,935 | 698,383 | 0.19% | 0.19% | 1 | -150,686 | -1.96% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 5,527,367 | 512,718 | 0.03% | 0.03% | 2 | -91,706 | -1.63% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,314,302 | 400,194 | 0.12% | 0.13% | 3 | -192,073 | -4.26% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,589,957 | 240,244 | 0.05% | 0.05% | 4 | -306,327 | -10.58% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,486,405 | 137,878 | 0.15% | 0.15% | 5 | -41,277 | -2.7% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,461,233 | 135,543 | 0.01% | 0.01% | 6 | -155,580 | -9.62% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,365,120 | 126,628 | 0.02% | 0.02% | 7 | -55,021 | -3.87% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,175,864 | 109,118 | 0.16% | 0.17% | 8 | -88,781 | -7.02% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,085,635 | 100,703 | 0.03% | 0.03% | 9 | -6,596 | -0.6% | Q1 2026 | May 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 1,059,800 | 98,307 | 0.08% | — | 10 | +1,059,800 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,024,933 | 95,073 | 0.02% | 0.02% | 11 | -156,873 | -13.27% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 971,277 | 90,131 | 0.02% | 0.02% | 12 | -126,314 | -11.51% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 894,096 | 82,936 | 0.12% | 0.11% | 13 | -10,114 | -1.12% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 891,983 | 82,740 | 0.21% | 0.24% | 14 | -88,557 | -9.03% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 824,324 | 75,391 | 0.04% | 0.04% | 15 | +87,753 | 11.91% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 744,297 | 69,042 | 0.06% | 0.06% | 16 | +1,668 | 0.22% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 551,942 | 51,198 | 0.07% | 0.07% | 17 | -16,684 | -2.93% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Reduced | 531,050 | 49,260 | 0.23% | 0.28% | 18 | -116,506 | -17.99% | Q1 2026 | Apr 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 460,550 | 42,720 | 0.46% | 0.5% | 19 | -9,668 | -2.06% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 439,702 | 40,786 | 0.63% | 0.75% | 20 | +38,443 | 9.58% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 412,728 | 38,284 | 2.8% | 2.7% | 21 | -16,100 | -3.75% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 400,906 | 37,188 | 0.14% | 0.15% | 22 | +16,831 | 4.38% | Q1 2026 | Apr 30, 2026 |
| American Financial Advisors, LLC | History | Reduced | 360,931 | 33,479 | 4.47% | 4.4% | 23 | -7,581 | -2.06% | Q1 2026 | May 13, 2026 |
| Pollock Investment Advisors, LLC | History | No change | 361,802 | 33,470 | 24.61% | 24.61% | 24 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Diversified Enterprises, LLC | History | Added to | 349,982 | 32,464 | 1.78% | 0.01% | 25 | +347,790 | 15866.33% | Q1 2026 | May 14, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 322,143 | 29,881 | 0.91% | 0.98% | 26 | -16,248 | -4.8% | Q1 2026 | Apr 16, 2026 |
| Archer Investment Corp | History | Reduced | 282,951 | 26,246 | 5.59% | 6.32% | 27 | -20,085 | -6.63% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 279,819 | 25,956 | 0.16% | 0.16% | 28 | +1,147 | 0.41% | Q1 2026 | May 05, 2026 |
| Regal Investment Advisors LLC | History | Added to | 271,862 | 25,217 | 1.46% | 1.48% | 29 | +4,512 | 1.69% | Q1 2026 | May 14, 2026 |
| Scarborough Advisors, LLC | History | Added to | 261,092 | 24,218 | 2.65% | 4.0% | 30 | +5,037 | 1.97% | Q1 2026 | May 07, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 226,645 | 21,023 | 3.04% | 3.94% | 31 | -80,848 | -26.29% | Q1 2026 | May 04, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 218,770 | 20,194 | 0.4% | 0.5% | 32 | -1,824 | -0.83% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 214,444 | 19,891 | 0.06% | 0.06% | 33 | -45,487 | -17.5% | Q1 2026 | May 04, 2026 |
| Randall & Associates Wealth Management | History | Reduced | 200,990 | 18,643 | 12.57% | 16.55% | 34 | -57,052 | -22.11% | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 188,535 | 17,488 | 0.01% | 0.02% | 35 | -119,606 | -38.82% | Q1 2026 | May 07, 2026 |
| tru Independence LLC | History | Added to | 185,321 | 17,190 | 8.5% | 4.14% | 36 | +7,754 | 4.37% | Q1 2026 | Apr 22, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 183,394 | 17,011 | 1.26% | 1.28% | 37 | -2,497 | -1.34% | Q1 2026 | Apr 16, 2026 |
| Mariner, LLC | History | Reduced | 182,749 | 16,951 | 0.02% | 0.02% | 38 | -25,160 | -12.1% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 181,427 | 16,829 | 0.19% | 0.23% | 39 | -5,127 | -2.75% | Q1 2026 | May 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 176,171 | 16,341 | 2.15% | 2.26% | 40 | +252 | 0.14% | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 176,024 | 16,327 | 0.03% | 0.03% | 41 | -51,168 | -22.52% | Q1 2026 | May 14, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 173,872 | 16,128 | 5.55% | 5.39% | 42 | -5,917 | -3.29% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 169,052 | 15,681 | 0.61% | 0.87% | 43 | +84,185 | 99.2% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 151,471 | 14,050 | 0.02% | 0.03% | 44 | -35,219 | -18.86% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 145,579 | 13,503 | 0.14% | — | 45 | +145,579 | New | Q1 2026 | May 12, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 137,151 | 12,722 | 1.68% | 1.7% | 46 | -8,946 | -6.12% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | New | 132,603 | 12,300 | 0.15% | — | 47 | +132,603 | New | Q1 2026 | Apr 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 124,130 | 11,483 | 0.07% | 0.07% | 48 | +11,423 | 10.14% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 121,299 | 11,251 | 0.0% | 0.0% | 49 | +39,034 | 47.45% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 118,276 | 10,971 | 0.01% | 0.01% | 50 | -2,654 | -2.19% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 116,167 | 10,775 | 0.01% | 0.01% | 51 | -3,466 | -2.9% | Q1 2026 | May 05, 2026 |
| Holistic Financial Partners | History | Added to | 115,800 | 10,741 | 3.99% | 3.86% | 52 | +879 | 0.76% | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 113,267 | 10,506 | 1.15% | 1.05% | 53 | +5,577 | 5.18% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Reduced | 110,997 | 10,296 | 0.38% | 0.48% | 54 | -2,609 | -2.3% | Q1 2026 | May 19, 2026 |
| Concentrum Wealth Management | History | Reduced | 110,259 | 10,227 | 3.02% | 2.9% | 55 | -2,123 | -1.89% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 110,063 | 10,209 | 0.05% | 0.06% | 56 | -1,382 | -1.24% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Reduced | 109,637 | 10,169 | 0.08% | 0.08% | 57 | -2,525 | -2.25% | Q1 2026 | Apr 15, 2026 |
| Arax Advisory Partners | History | Reduced | 108,387 | 10,053 | 0.28% | 0.29% | 58 | -1,094 | -1.0% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 107,471 | 9,973 | 0.16% | 0.16% | 59 | +643 | 0.6% | Q1 2026 | Apr 14, 2026 |
| Virtus Wealth Solutions LLC | History | Reduced | 106,553 | 9,883 | 1.88% | 1.95% | 60 | -4,550 | -4.1% | Q1 2026 | May 08, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 106,231 | 9,854 | 1.56% | 1.45% | 61 | +11,066 | 11.63% | Q1 2026 | May 07, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 102,080 | 9,473 | 0.09% | 0.11% | 62 | -2,730 | -2.6% | Q1 2026 | May 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 98,448 | 9,132 | 0.96% | 1.26% | 63 | -4,471 | -4.34% | Q1 2026 | Apr 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 95,606 | 8,867 | 0.16% | 0.17% | 64 | +266 | 0.28% | Q1 2026 | May 11, 2026 |
| Rothschild Wealth LLC | History | Added to | 95,236 | 8,834 | 0.8% | 0.82% | 65 | +3,300 | 3.59% | Q1 2026 | May 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 90,333 | 8,379 | 0.4% | 0.4% | 66 | +691 | 0.77% | Q1 2026 | Apr 28, 2026 |
| Triumph Capital Management | History | Added to | 90,300 | 8,376 | 1.71% | 1.8% | 67 | +238 | 0.26% | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | Reduced | 88,822 | 8,239 | 0.74% | 0.73% | 68 | -98 | -0.11% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 82,969 | 7,696 | 0.01% | 0.01% | 69 | +5,719 | 7.4% | Q1 2026 | May 12, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 82,619 | 7,663 | 3.82% | 3.83% | 70 | -955 | -1.14% | Q1 2026 | May 15, 2026 |
| DAGCO, INC. | History | Added to | 81,960 | 7,602 | 1.65% | 1.62% | 71 | +5,913 | 7.78% | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | Added to | 81,432 | 7,553 | 0.02% | 0.01% | 72 | +4,516 | 5.87% | Q1 2026 | May 06, 2026 |
| Southland Equity Partners LLC | History | Reduced | 80,924 | 7,506 | 1.46% | 1.49% | 73 | -697 | -0.85% | Q1 2026 | Apr 14, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 80,226 | 7,441 | 5.29% | 5.4% | 74 | -1,008 | -1.24% | Q1 2026 | Apr 21, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 79,991 | 7,419 | 0.01% | 0.02% | 75 | -13,024 | -14.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 79,192 | 7,369 | 0.02% | 0.01% | 76 | +24,316 | 44.31% | Q1 2026 | Apr 08, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 78,469 | 7,278 | 4.61% | 4.64% | 77 | -142 | -0.18% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 75,310 | 6,985 | 0.08% | 0.14% | 78 | -55,685 | -42.51% | Q1 2026 | Apr 28, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 75,047 | 6,961 | 0.2% | 0.18% | 79 | +7,431 | 10.99% | Q1 2026 | Apr 21, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 74,011 | 6,865 | 0.09% | 0.1% | 80 | -2,440 | -3.19% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 73,139 | 6,784 | 0.05% | 0.07% | 81 | +9,136 | 14.27% | Q1 2026 | May 15, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 72,517 | 6,726 | 1.7% | 1.94% | 82 | -1,477 | -2.0% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 71,737 | 6,654 | 0.07% | 0.02% | 83 | +45,056 | 168.87% | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | Reduced | 70,451 | 6,535 | 0.03% | 0.03% | 84 | -1,497 | -2.08% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 68,809 | 6,382 | 0.08% | 0.08% | 85 | -1,443 | -2.05% | Q1 2026 | Apr 28, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 64,887 | 6,018 | 3.02% | 2.97% | 86 | -914 | -1.39% | Q1 2026 | May 11, 2026 |
| Atlas Wealth LLC | History | Reduced | 64,534 | 5,986 | 1.79% | 1.82% | 87 | -108 | -0.17% | Q1 2026 | May 13, 2026 |
| Intellus Advisors LLC | History | Added to | 61,318 | 5,687 | 0.78% | 0.73% | 88 | +1,827 | 3.07% | Q1 2026 | May 07, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 58,821 | 5,456 | 1.74% | 1.71% | 89 | -413 | -0.7% | Q1 2026 | Apr 15, 2026 |
| Claris Financial LLC | History | Added to | 58,425 | 5,419 | 2.96% | 2.86% | 90 | +261 | 0.45% | Q1 2026 | May 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 57,534 | 5,336 | 0.07% | 0.1% | 91 | -26,430 | -31.48% | Q1 2026 | Apr 20, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 57,304 | 5,315 | 0.09% | 0.12% | 92 | -7,878 | -12.09% | Q1 2026 | May 18, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 55,058 | 5,107 | 2.23% | 2.31% | 93 | -3,260 | -5.59% | Q1 2026 | Apr 28, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 53,698 | 4,980 | 0.97% | 1.02% | 94 | -4,365 | -7.52% | Q1 2026 | Apr 15, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 53,253 | 4,939 | 0.97% | 1.08% | 95 | -4,327 | -7.51% | Q1 2026 | Apr 20, 2026 |
| World Investment Advisors | History | Reduced | 52,655 | 4,884 | 0.08% | 0.08% | 96 | -81 | -0.15% | Q1 2026 | Apr 27, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 52,149 | 4,837 | 4.28% | 4.14% | 97 | +2,373 | 4.77% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 51,703 | 4,796 | 0.11% | 0.12% | 98 | -3,781 | -6.81% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 50,965 | 4,727 | 0.03% | 0.03% | 99 | +2,846 | 5.91% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 50,680 | 4,701 | 0.11% | 0.1% | 100 | +103 | 0.2% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 50,102 | 4,647 | 0.11% | 0.11% | 101 | -248 | -0.49% | Q1 2026 | May 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 49,793 | 4,618 | 0.06% | 0.04% | 102 | +15,740 | 46.22% | Q1 2026 | May 11, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 49,409 | 4,583 | 1.58% | 1.48% | 103 | +1,444 | 3.01% | Q1 2026 | May 04, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 48,532 | 4,501 | 1.88% | 2.06% | 104 | +1,477 | 3.14% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | Reduced | 48,265 | 4,477 | 0.03% | 0.03% | 105 | -1,722 | -3.44% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 47,684 | 4,423 | 0.34% | 0.27% | 106 | +12,456 | 35.36% | Q1 2026 | Apr 22, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 47,643 | 4,419 | 0.31% | 0.33% | 107 | -1,821 | -3.68% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 47,536 | 4,409 | 0.15% | 0.11% | 108 | -883 | -1.82% | Q1 2026 | Apr 23, 2026 |
| KPP Advisory Services LLC | History | Reduced | 47,418 | 4,398 | 0.64% | 0.69% | 109 | -4,097 | -7.95% | Q1 2026 | Apr 24, 2026 |
| RFG Advisory, LLC | History | Added to | 46,900 | 4,350 | 0.08% | 0.04% | 110 | +25,182 | 115.95% | Q1 2026 | Apr 17, 2026 |
| Atria Investments, Inc | History | Reduced | 46,881 | 4,348 | 0.05% | 0.05% | 111 | -236 | -0.5% | Q1 2026 | May 05, 2026 |
| PFG Advisors | History | Reduced | 46,725 | 4,334 | 0.21% | 0.22% | 112 | -2,985 | -6.0% | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 46,042 | 4,270 | 0.03% | 0.03% | 113 | -1,836 | -3.83% | Q1 2026 | May 11, 2026 |
| Dakota Wealth Management | History | Reduced | 43,972 | 4,078 | 0.09% | 0.08% | 114 | -3,554 | -7.48% | Q1 2026 | May 07, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 43,515 | 4,036 | 1.26% | 1.28% | 115 | -23 | -0.05% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 43,266 | 4,013 | 0.05% | 0.07% | 116 | -19,311 | -30.86% | Q1 2026 | May 01, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 42,430 | 4,010 | 1.1% | 1.09% | 117 | -834 | -1.93% | Q1 2026 | Apr 30, 2026 |
| Avior Wealth Management, LLC | History | Added to | 42,321 | 3,925 | 0.11% | 0.12% | 118 | +10 | 0.02% | Q1 2026 | Apr 09, 2026 |
| Sigma Planning Corp | History | Reduced | 40,520 | 3,758 | 0.1% | 0.1% | 119 | -276 | -0.68% | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 40,331 | 3,739 | 0.26% | 0.25% | 120 | +291 | 0.73% | Q1 2026 | May 01, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 39,648 | 3,723 | 1.6% | 1.6% | 121 | +1,020 | 2.64% | Q1 2026 | Apr 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 40,033 | 3,713 | 0.28% | 0.28% | 122 | -823 | -2.01% | Q1 2026 | Apr 14, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 39,812 | 3,692 | 1.63% | 1.71% | 123 | -328 | -0.82% | Q1 2026 | Apr 27, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 39,190 | 3,635 | 0.67% | 0.73% | 124 | -797 | -1.99% | Q1 2026 | Apr 30, 2026 |
| FMR LLC | History | Added to | 39,102 | 3,627 | 0.0% | 0.0% | 125 | +4,719 | 13.72% | Q1 2026 | May 15, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 38,791 | 3,598 | 2.06% | 2.11% | 126 | +4,264 | 12.35% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 38,518 | 3,572 | 0.01% | 0.0% | 127 | +29,146 | 310.99% | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 38,220 | 3,545 | 0.22% | 0.23% | 128 | -1,109 | -2.82% | Q1 2026 | May 15, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 37,975 | 3,522 | 0.25% | 0.25% | 129 | -88 | -0.23% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 36,705 | 3,404 | 0.0% | 0.0% | 130 | +36,137 | 6362.15% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 37,029 | 3,401 | 0.0% | 0.0% | 131 | +7,574 | 25.71% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 36,329 | 3,370 | 0.03% | 0.02% | 132 | +3,970 | 12.27% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 35,135 | 3,259 | 0.0% | 0.0% | 133 | -37,678 | -51.75% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 35,098 | 3,255 | 0.01% | 0.0% | 134 | +33,222 | 1770.9% | Q1 2026 | May 01, 2026 |
| Essex Financial Services, Inc. | History | Added to | 35,007 | 3,247 | 0.18% | 0.18% | 135 | +66 | 0.19% | Q1 2026 | Apr 24, 2026 |
| IFS Group,LLC | History | New | 34,831 | 3,230 | 2.88% | — | 136 | +34,831 | New | Q1 2026 | May 18, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 34,294 | 3,181 | 0.14% | 0.15% | 137 | -990 | -2.81% | Q1 2026 | May 12, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 33,594 | 3,116 | 0.25% | 0.26% | 138 | -2,427 | -6.74% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 33,591 | 3,115 | 0.0% | 0.0% | 139 | -10,390 | -23.62% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 33,624 | 3,110 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 33,389 | 3,097 | 0.06% | 0.06% | 141 | +2,262 | 7.27% | Q1 2026 | Apr 13, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 33,044 | 3,061 | 0.12% | 0.21% | 142 | -14,325 | -30.24% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 32,386 | 3,002 | 0.03% | 0.04% | 143 | -8,101 | -20.01% | Q1 2026 | Apr 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 32,352 | 3,000 | 0.07% | 0.15% | 144 | -1,342 | -3.98% | Q1 2026 | Apr 27, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 31,948 | 2,963 | 1.14% | 1.06% | 145 | +1,076 | 3.49% | Q1 2026 | Apr 24, 2026 |
| HighPoint Advisor Group LLC | History | New | 31,848 | 2,954 | 0.12% | — | 146 | +31,848 | New | Q1 2026 | May 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 31,840 | 2,953 | 0.06% | 0.07% | 147 | -5,373 | -14.44% | Q1 2026 | Apr 15, 2026 |
| Sun Financial Inc | History | Added to | 31,653 | 2,932 | 1.47% | 1.62% | 148 | +271 | 0.86% | Q1 2026 | May 15, 2026 |
| Forge Financial Services LLC | History | Reduced | 31,322 | 2,905 | 0.29% | 1.26% | 149 | -561 | -1.76% | Q1 2026 | May 08, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 30,693 | 2,847 | 0.89% | 0.94% | 150 | -2,234 | -6.78% | Q1 2026 | May 19, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 30,687 | 2,846 | 1.6% | 1.68% | 151 | -311 | -1.0% | Q1 2026 | Apr 20, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | New | 30,353 | 2,815 | 1.05% | — | 152 | +30,353 | New | Q1 2026 | Apr 23, 2026 |
| TCFG Investment Advisors, LLC | History | New | 30,353 | 2,815 | 1.05% | — | 153 | +30,353 | New | Q1 2026 | May 05, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 29,086 | 2,698 | 0.56% | 0.59% | 154 | +33 | 0.11% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 29,081 | 2,697 | 0.01% | 0.01% | 155 | -2,011 | -6.47% | Q1 2026 | May 14, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 29,054 | 2,695 | 2.34% | 2.32% | 156 | -31 | -0.11% | Q1 2026 | May 07, 2026 |
| Centerpoint Advisory Group | History | Reduced | 28,556 | 2,648 | 1.99% | 2.08% | 157 | -600 | -2.06% | Q1 2026 | Apr 29, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 28,425 | 2,636 | 1.05% | 1.07% | 158 | -57 | -0.2% | Q1 2026 | Apr 22, 2026 |
| Capital Developers, LLC | History | Reduced | 28,278 | 2,623 | 2.36% | 2.37% | 159 | -315 | -1.1% | Q1 2026 | May 08, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 28,254 | 2,620 | 0.08% | 0.1% | 160 | -5,896 | -17.27% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 27,889 | 2,587 | 0.1% | 0.1% | 161 | -1,221 | -4.19% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 27,868 | 2,585 | 0.07% | 0.13% | 162 | -28,406 | -50.48% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 28,040 | 2,576 | 0.16% | 0.13% | 163 | -2,786 | -9.04% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 27,737 | 2,572 | 0.13% | 0.13% | 164 | -120 | -0.43% | Q1 2026 | Apr 23, 2026 |
| 1776 Wealth LLC | History | Reduced | 27,638 | 2,563 | 1.01% | 0.97% | 165 | -102 | -0.37% | Q1 2026 | May 08, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 27,285 | 2,530 | 0.15% | 0.15% | 166 | +61 | 0.22% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 26,930 | 2,498 | 0.09% | 0.09% | 167 | -146 | -0.54% | Q1 2026 | May 11, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 26,564 | 2,464 | 2.42% | 1.83% | 168 | +6,321 | 31.23% | Q1 2026 | Apr 07, 2026 |
| GTS SECURITIES LLC | History | Added to | 26,308 | 2,440 | 0.09% | 0.03% | 169 | +17,463 | 197.43% | Q1 2026 | May 14, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 25,724 | 2,386 | 0.39% | 0.42% | 170 | -696 | -2.63% | Q1 2026 | Apr 29, 2026 |
| Advisory Alpha, LLC | History | Added to | 25,463 | 2,361 | 0.06% | 0.06% | 171 | +570 | 2.29% | Q1 2026 | May 14, 2026 |
| Intrua Financial, LLC | History | Reduced | 25,371 | 2,353 | 0.24% | 0.26% | 172 | -1,035 | -3.92% | Q1 2026 | Apr 23, 2026 |
| Summit Financial, LLC | History | Reduced | 25,020 | 2,320 | 0.03% | 0.03% | 173 | -39 | -0.16% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 24,682 | 2,289 | 0.07% | 0.08% | 174 | -2,442 | -9.0% | Q1 2026 | Apr 08, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 24,185 | 2,243 | 1.08% | 1.13% | 175 | -212 | -0.87% | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 24,165 | 2,241 | 0.0% | 0.0% | 176 | +264 | 1.1% | Q1 2026 | May 05, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 23,421 | 2,166 | 0.17% | 0.17% | 177 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 23,325 | 2,163 | 0.03% | 0.03% | 178 | -474 | -1.99% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 22,623 | 2,099 | 0.06% | 0.0% | 179 | +21,149 | 1434.8% | Q1 2026 | May 14, 2026 |
| Skyview Financial Group LLC | History | No change | 22,427 | 2,074 | 2.14% | 2.14% | 180 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 22,343 | 2,072 | 0.69% | 0.74% | 181 | -1,728 | -7.18% | Q1 2026 | Apr 09, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 22,014 | 2,041 | 1.3% | 1.48% | 182 | -3,196 | -12.68% | Q1 2026 | May 15, 2026 |
| Envision Financial LLC | History | Reduced | 21,343 | 1,979 | 1.06% | 1.15% | 183 | -2,280 | -9.65% | Q1 2026 | Apr 16, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 21,288 | 1,974 | 2.35% | 2.0% | 184 | -3,596 | -14.45% | Q1 2026 | Apr 28, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 21,140 | 1,960 | 0.96% | 0.97% | 185 | +28 | 0.13% | Q1 2026 | Apr 22, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 21,027 | 1,950 | 0.78% | 0.84% | 186 | -883 | -4.03% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 20,997 | 1,947 | 0.14% | 0.15% | 187 | -1,686 | -7.43% | Q1 2026 | May 05, 2026 |
| Mutual Advisors, LLC | History | Reduced | 20,938 | 1,942 | 0.04% | 0.04% | 188 | -150 | -0.71% | Q1 2026 | May 01, 2026 |
| Truvestments Capital LLC | History | Reduced | 20,802 | 1,929 | 0.35% | 0.37% | 189 | -1,256 | -5.69% | Q1 2026 | May 13, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 20,256 | 1,878 | 1.21% | 1.25% | 190 | -87 | -0.43% | Q1 2026 | Apr 10, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 20,008 | 1,855 | 0.35% | 0.35% | 191 | +10,373 | 107.66% | Q1 2026 | Apr 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 19,857 | 1,841 | 0.09% | 0.1% | 192 | -188 | -0.94% | Q1 2026 | Apr 15, 2026 |
| ERn Financial, LLC | History | Reduced | 19,839 | 1,840 | 0.35% | 0.35% | 193 | -122 | -0.61% | Q1 2026 | Apr 24, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 19,759 | 1,833 | 0.0% | 0.0% | 194 | +4,978 | 33.68% | Q1 2026 | May 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 19,760 | 1,828 | 0.08% | 0.08% | 195 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 19,485 | 1,807 | 0.3% | 0.3% | 196 | -151 | -0.77% | Q1 2026 | May 12, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 19,347 | 1,794 | 1.27% | 1.29% | 197 | -167 | -0.86% | Q1 2026 | Apr 17, 2026 |
| BIP Wealth, LLC | History | Reduced | 19,163 | 1,777 | 0.07% | 0.06% | 198 | -173 | -0.89% | Q1 2026 | Apr 27, 2026 |
| Trueblood Wealth Management, LLC | History | Reduced | 19,058 | 1,767 | 0.69% | 0.75% | 199 | -1,663 | -8.03% | Q1 2026 | Apr 21, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 18,698 | 1,734 | 0.08% | 0.08% | 200 | -911 | -4.65% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 18,460 | 1,712 | 0.0% | 0.0% | 201 | -22,220 | -54.62% | Q1 2026 | May 15, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 18,154 | 1,683 | 1.85% | 1.86% | 202 | +52 | 0.29% | Q1 2026 | Apr 07, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 17,735 | 1,645 | 0.51% | 0.55% | 203 | -1,282 | -6.74% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 17,678 | 1,639 | 0.01% | 0.01% | 204 | -1,986 | -10.1% | Q1 2026 | May 13, 2026 |
| ForthRight Wealth Management, LLC | History | Reduced | 17,346 | 1,609 | 0.46% | 0.48% | 205 | -556 | -3.11% | Q1 2026 | May 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 17,330 | 1,607 | 0.09% | 0.1% | 206 | -1,152 | -6.23% | Q1 2026 | Apr 29, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 17,277 | 1,602 | 0.03% | 0.03% | 207 | +1,916 | 12.47% | Q1 2026 | May 14, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 17,058 | 1,582 | 0.04% | 0.05% | 208 | -1,779 | -9.44% | Q1 2026 | May 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 16,746 | 1,553 | 0.17% | 0.16% | 209 | +58 | 0.35% | Q1 2026 | Apr 22, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 16,650 | 1,544 | 0.15% | 0.15% | 210 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SEI INVESTMENTS CO | History | Added to | 16,460 | 1,526 | 0.0% | 0.0% | 211 | +11,608 | 239.24% | Q1 2026 | May 13, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 16,351 | 1,516 | 0.56% | 0.55% | 212 | -316 | -1.9% | Q1 2026 | May 13, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 16,294 | 1,511 | 0.06% | 0.06% | 213 | -216 | -1.31% | Q1 2026 | May 07, 2026 |
| Fermata Advisors, LLC | History | Reduced | 16,102 | 1,493 | 0.34% | 0.45% | 214 | -4,212 | -20.73% | Q1 2026 | Apr 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 15,900 | 1,474 | 0.0% | — | 215 | +15,900 | New | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 15,833 | 1,468 | 0.02% | 0.03% | 216 | -459 | -2.82% | Q1 2026 | Apr 22, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 15,718 | 1,458 | 0.21% | 0.24% | 217 | -166 | -1.05% | Q1 2026 | May 08, 2026 |
| PFG Investments, LLC | History | Reduced | 15,683 | 1,454 | 0.07% | 0.07% | 218 | -183 | -1.15% | Q1 2026 | Apr 27, 2026 |
| Global Assets Advisory, LLC | History | Added to | 15,582 | 1,445 | 0.41% | 0.41% | 219 | +44 | 0.28% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 15,463 | 1,434 | 0.01% | 0.01% | 220 | -3,833 | -19.86% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | New | 15,196 | 1,409 | 0.03% | — | 221 | +15,196 | New | Q1 2026 | May 15, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 15,073 | 1,398 | 0.32% | 0.32% | 222 | +2 | 0.01% | Q1 2026 | Apr 27, 2026 |
| Sequent Planning LLC | History | Added to | 15,041 | 1,395 | 0.34% | 0.34% | 223 | +411 | 2.81% | Q1 2026 | Apr 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 14,915 | 1,383 | 0.08% | 0.08% | 224 | +505 | 3.5% | Q1 2026 | Apr 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 14,897 | 1,381 | 0.07% | 0.07% | 225 | -347 | -2.28% | Q1 2026 | May 15, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 14,816 | 1,374 | 0.26% | 0.2% | 226 | +3,271 | 28.33% | Q1 2026 | Apr 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 14,762 | 1,369 | 0.03% | 0.04% | 227 | -1,552 | -9.51% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 14,558 | 1,350 | 0.01% | 0.01% | 228 | +713 | 5.15% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 14,479 | 1,343 | 0.29% | 0.28% | 229 | +1 | 0.01% | Q1 2026 | May 13, 2026 |
| Elevation Capital Advisory, LLC | History | New | 14,413 | 1,336 | 0.57% | — | 230 | +14,413 | New | Q1 2026 | May 08, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 14,367 | 1,332 | 0.1% | 0.11% | 231 | -656 | -4.37% | Q1 2026 | May 05, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 14,309 | 1,327 | 0.27% | 0.3% | 232 | -644 | -4.31% | Q1 2026 | May 15, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 13,967 | 1,295 | 0.45% | 0.52% | 234 | -1,502 | -9.71% | Q1 2026 | Apr 15, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Added to | 13,812 | 1,295 | 1.06% | 1.06% | 233 | +334 | 2.48% | Q1 2026 | Apr 30, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 13,818 | 1,281 | 0.25% | 0.29% | 235 | -2,448 | -15.05% | Q1 2026 | Apr 16, 2026 |
| First PREMIER Bank | History | Reduced | 13,786 | 1,279 | 0.3% | 0.32% | 236 | -1,081 | -7.27% | Q1 2026 | Apr 20, 2026 |
| HRT FINANCIAL LP | History | New | 13,663 | 1,267 | 0.0% | — | 237 | +13,663 | New | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 13,554 | 1,257 | 0.0% | 0.0% | 238 | -393 | -2.82% | Q1 2026 | May 14, 2026 |
| QTR Family Wealth, LLC | History | Added to | 13,368 | 1,256 | 0.52% | 0.56% | 239 | +399 | 3.08% | Q1 2026 | Apr 15, 2026 |
| GAMMA Investing LLC | History | Added to | 13,411 | 1,244 | 0.06% | 0.06% | 240 | +334 | 2.55% | Q1 2026 | Apr 06, 2026 |
| Independent Wealth Network Inc. | History | Added to | 13,407 | 1,243 | 0.37% | 0.21% | 241 | +6,052 | 82.28% | Q1 2026 | Apr 20, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 13,399 | 1,242 | 0.11% | 0.12% | 242 | -1,114 | -7.68% | Q1 2026 | Apr 30, 2026 |
| Savant Capital, LLC | History | Added to | 13,346 | 1,237 | 0.01% | 0.01% | 243 | +2,138 | 19.08% | Q1 2026 | May 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 13,274 | 1,231 | 0.0% | 0.0% | 244 | -6,564 | -33.09% | Q1 2026 | May 13, 2026 |
| Peak Planning Group, LLC | History | Reduced | 13,240 | 1,228 | 0.34% | 0.35% | 245 | -236 | -1.75% | Q1 2026 | Apr 22, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 12,928 | 1,199 | 0.44% | 0.48% | 246 | -1,367 | -9.56% | Q1 2026 | May 08, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 12,889 | 1,195 | 0.52% | 0.51% | 247 | -54 | -0.42% | Q1 2026 | Apr 30, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 12,800 | 1,187 | 0.06% | 0.07% | 248 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 12,742 | 1,181 | 0.01% | 0.01% | 249 | -25,132 | -66.36% | Q1 2026 | Apr 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 12,652 | 1,173 | 0.09% | 0.09% | 250 | +370 | 3.01% | Q1 2026 | Apr 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 12,562 | 1,165 | 0.01% | 0.01% | 251 | -85 | -0.67% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 12,537 | 1,162 | 0.0% | 0.0% | 252 | -2,435 | -16.26% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 12,520 | 1,161 | 0.03% | 0.03% | 253 | -67 | -0.53% | Q1 2026 | May 04, 2026 |
| Sovran Advisors, LLC | History | Reduced | 12,370 | 1,160 | 0.09% | 0.12% | 254 | -2,448 | -16.52% | Q1 2026 | May 01, 2026 |
| Hershey Financial Advisers, LLC | History | New | 12,505 | 1,159 | 1.0% | — | 255 | +12,505 | New | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 12,468 | 1,156 | 0.01% | 0.01% | 256 | +497 | 4.15% | Q1 2026 | May 13, 2026 |
| DeDora Capital, Inc. | History | Reduced | 12,353 | 1,145 | 0.28% | 0.29% | 257 | -879 | -6.64% | Q1 2026 | Apr 27, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 11,916 | 1,105 | 0.22% | 0.21% | 258 | +967 | 8.83% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | Reduced | 11,767 | 1,091 | 0.07% | 0.08% | 259 | -6 | -0.05% | Q1 2026 | May 13, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 11,683 | 1,083 | 0.82% | 2.48% | 260 | -20,319 | -63.49% | Q1 2026 | Apr 13, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 11,670 | 1,082 | 0.22% | 0.23% | 261 | -461 | -3.8% | Q1 2026 | Apr 09, 2026 |
| Keystone Financial Services, LLC | History | Reduced | 11,621 | 1,078 | 0.73% | 0.74% | 262 | -83 | -0.71% | Q1 2026 | Apr 21, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 11,349 | 1,052 | 0.26% | 0.33% | 263 | -190 | -1.65% | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 11,291 | 1,047 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 11,280 | 1,046 | 0.04% | 0.04% | 265 | -602 | -5.07% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 11,201 | 1,039 | 0.03% | 0.03% | 266 | -92 | -0.81% | Q1 2026 | May 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 10,946 | 1,022 | 0.02% | 0.03% | 267 | +16 | 0.15% | Q1 2026 | May 04, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 10,932 | 1,014 | 0.48% | 0.43% | 268 | +384 | 3.64% | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 10,666 | 989 | 0.04% | 0.05% | 269 | -1,060 | -9.04% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | Reduced | 10,590 | 982 | 0.05% | 0.13% | 270 | -22,495 | -67.99% | Q1 2026 | May 14, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 10,556 | 979 | 0.62% | 0.52% | 271 | +2,338 | 28.45% | Q1 2026 | Apr 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 10,427 | 967 | 0.02% | 0.0% | 272 | +10,127 | 3375.67% | Q1 2026 | May 07, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 10,366 | 961 | 0.08% | 0.08% | 273 | -150 | -1.43% | Q1 2026 | May 14, 2026 |
| Stillwater Wealth Management Group | History | Added to | 10,351 | 960 | 0.59% | 0.63% | 275 | +321 | 3.2% | Q1 2026 | May 11, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 10,355 | 960 | 0.21% | 0.22% | 274 | -13 | -0.13% | Q1 2026 | May 05, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 10,225 | 948 | 1.0% | 1.04% | 277 | +4,252 | 71.19% | Q1 2026 | May 13, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 10,244 | 948 | 0.48% | 0.62% | 276 | -1,700 | -14.23% | Q1 2026 | Apr 08, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 10,104 | 937 | 0.08% | 0.09% | 278 | -800 | -7.34% | Q1 2026 | Apr 15, 2026 |
| Moment Partners, LLC | History | Reduced | 10,001 | 927 | 0.17% | 0.22% | 279 | -1,403 | -12.3% | Q1 2026 | May 04, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 9,981 | 925 | 0.03% | 0.04% | 280 | -930 | -8.52% | Q1 2026 | Apr 14, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 9,830 | 911 | 0.25% | 0.26% | 281 | -15 | -0.15% | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | Reduced | 9,803 | 909 | 0.01% | 0.01% | 282 | -446 | -4.35% | Q1 2026 | May 15, 2026 |
| CITY HOLDING CO | History | Reduced | 9,793 | 908 | 0.11% | 0.11% | 283 | -90 | -0.91% | Q1 2026 | Apr 15, 2026 |
| GSG Advisors LLC | History | Added to | 9,673 | 897 | 0.23% | 0.23% | 284 | +16 | 0.17% | Q1 2026 | May 13, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 9,608 | 891 | 0.21% | 0.21% | 285 | -173 | -1.77% | Q1 2026 | Apr 17, 2026 |
| DB&C Advisors, LLC | History | Reduced | 9,585 | 889 | 1.16% | 1.21% | 286 | -804 | -7.74% | Q1 2026 | Apr 24, 2026 |
| HFG Advisors, Inc. | History | Reduced | 9,567 | 887 | 0.62% | 1.35% | 287 | -10,641 | -52.66% | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 9,454 | 880 | 0.02% | — | 288 | +9,454 | New | Q1 2026 | May 01, 2026 |
| Private Advisory Group LLC | History | Reduced | 9,442 | 875 | 0.06% | 0.07% | 289 | -758 | -7.43% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 9,217 | 854 | 0.0% | 0.0% | 290 | -129 | -1.38% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 9,058 | 840 | 0.02% | 0.02% | 291 | -1,486 | -14.09% | Q1 2026 | Apr 14, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 8,930 | 828 | 0.6% | 0.55% | 292 | +23 | 0.26% | Q1 2026 | May 05, 2026 |
| SLT Holdings LLC | History | Reduced | 8,889 | 824 | 0.56% | 0.64% | 293 | -1,865 | -17.34% | Q1 2026 | Apr 21, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 8,796 | 816 | 0.04% | 0.05% | 294 | -1,211 | -12.1% | Q1 2026 | Apr 17, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 8,770 | 813 | 0.04% | 0.04% | 295 | -343 | -3.76% | Q1 2026 | May 12, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Reduced | 8,650 | 802 | 0.64% | 0.63% | 296 | -33 | -0.38% | Q1 2026 | Apr 16, 2026 |
| Integrity Wealth Partners, LLC | History | New | 8,489 | 787 | 0.71% | — | 297 | +8,489 | New | Q1 2026 | Apr 27, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 8,477 | 786 | 0.27% | 0.27% | 298 | -149 | -1.73% | Q1 2026 | Apr 09, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 8,445 | 783 | 0.08% | 0.09% | 299 | -264 | -3.03% | Q1 2026 | May 04, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Reduced | 8,359 | 775 | 0.23% | 0.23% | 300 | -30 | -0.36% | Q1 2026 | Apr 24, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 8,133 | 754 | 0.05% | 0.05% | 301 | -231 | -2.76% | Q1 2026 | May 12, 2026 |
| Capital Square, LLC | History | Reduced | 7,916 | 735 | 0.34% | 0.39% | 302 | -262 | -3.2% | Q1 2026 | May 11, 2026 |
| NWF Advisory Services Inc. | History | Added to | 7,860 | 729 | 0.08% | 0.08% | 303 | +340 | 4.52% | Q1 2026 | May 04, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | New | 7,627 | 707 | 0.42% | — | 304 | +7,627 | New | Q1 2026 | Apr 08, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 7,523 | 697 | 0.24% | 0.25% | 305 | -106 | -1.39% | Q1 2026 | Apr 29, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 7,406 | 687 | 0.04% | 0.05% | 306 | -2,013 | -21.37% | Q1 2026 | May 13, 2026 |
| MTM Investment Management, LLC | History | No change | 7,314 | 678 | 0.21% | 0.22% | 307 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WASHINGTON TRUST Co | History | No change | 7,300 | 677 | 0.02% | 0.02% | 308 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 7,109 | 659 | 0.43% | 0.43% | 309 | -110 | -1.52% | Q1 2026 | Apr 24, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 6,989 | 648 | 0.04% | 0.04% | 310 | -464 | -6.23% | Q1 2026 | Apr 27, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 6,962 | 645 | 0.36% | 0.35% | 311 | -13 | -0.19% | Q1 2026 | Apr 13, 2026 |
| Everest Financial Group LLC | History | New | 6,866 | 636 | 0.1% | — | 312 | +6,866 | New | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 6,669 | 618 | 0.02% | 0.02% | 313 | +135 | 2.07% | Q1 2026 | May 06, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 6,656 | 617 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 6,597 | 611 | 0.0% | 0.0% | 315 | -159 | -2.35% | Q1 2026 | May 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 6,578 | 610 | 0.02% | 0.02% | 316 | +1,498 | 29.49% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 6,559 | 608 | 0.01% | 0.01% | 317 | +5 | 0.08% | Q1 2026 | May 13, 2026 |
| MONEYWISE, INC. | History | Reduced | 6,417 | 595 | 0.26% | 0.29% | 318 | -1,161 | -15.32% | Q1 2026 | Apr 27, 2026 |
| Formidable Asset Management, LLC | History | Added to | 6,392 | 591 | 0.09% | 0.09% | 319 | +3 | 0.05% | Q1 2026 | Apr 22, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 6,362 | 590 | 0.3% | 0.32% | 321 | -247 | -3.74% | Q1 2026 | May 15, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 6,367 | 590 | 0.32% | 0.33% | 320 | -146 | -2.24% | Q1 2026 | May 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 6,339 | 588 | 0.08% | 0.13% | 322 | -2,886 | -31.28% | Q1 2026 | May 13, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 6,161 | 578 | 0.12% | 0.13% | 323 | +1 | 0.02% | Q1 2026 | May 01, 2026 |
| NOVEM GROUP | History | Added to | 6,157 | 571 | 0.07% | 0.03% | 326 | +3,696 | 150.18% | Q1 2026 | Apr 10, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 6,164 | 571 | 0.13% | 0.13% | 324 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 6,177 | 571 | 0.49% | 0.49% | 325 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Inscription Capital, LLC | History | Reduced | 6,146 | 570 | 0.06% | 0.06% | 327 | -106 | -1.7% | Q1 2026 | Apr 20, 2026 |
| Trek Financial, LLC | History | Reduced | 6,119 | 567 | 0.03% | 0.03% | 328 | -128 | -2.05% | Q1 2026 | May 13, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 6,084 | 562 | 0.73% | 0.73% | 329 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 5,897 | 547 | 0.27% | 0.41% | 330 | -2,956 | -33.39% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 5,869 | 544 | 0.01% | 0.02% | 331 | -925 | -13.61% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 5,802 | 538 | 0.03% | 0.03% | 332 | +9 | 0.16% | Q1 2026 | Apr 28, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 5,800 | 538 | 0.11% | 0.12% | 333 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 5,785 | 536 | 0.01% | 0.01% | 334 | -764 | -11.67% | Q1 2026 | May 01, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 5,749 | 533 | 0.35% | 0.33% | 335 | +352 | 6.52% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | Reduced | 5,733 | 531 | 0.02% | 0.02% | 336 | -2,245 | -28.14% | Q1 2026 | Apr 22, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 5,695 | 528 | 0.03% | 0.03% | 337 | -329 | -5.46% | Q1 2026 | Apr 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 5,644 | 523 | 0.04% | 0.04% | 338 | -565 | -9.1% | Q1 2026 | May 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 5,562 | 515 | 0.01% | 0.0% | 339 | +3,220 | 137.49% | Q1 2026 | Apr 27, 2026 |
| Harvest Investment Services, LLC | History | Added to | 5,520 | 512 | 0.09% | 0.07% | 340 | +1,252 | 29.33% | Q1 2026 | May 14, 2026 |
| American Capital Advisory, LLC | History | Reduced | 5,489 | 509 | 0.21% | 0.22% | 341 | -12 | -0.22% | Q1 2026 | Apr 29, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 5,232 | 485 | 0.18% | 0.2% | 342 | -510 | -8.88% | Q1 2026 | May 06, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 5,235 | 485 | 0.19% | 0.2% | 343 | -199 | -3.66% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 5,186 | 481 | 0.0% | — | 344 | +5,186 | New | Q1 2026 | May 12, 2026 |
| Simplicity Wealth,LLC | History | No change | 5,164 | 479 | 0.03% | 0.03% | 345 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Heartwood Wealth Advisors LLC | History | New | 5,160 | 478 | 0.04% | — | 346 | +5,160 | New | Q1 2026 | Apr 07, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 5,054 | 468 | 0.19% | 0.19% | 347 | +262 | 5.47% | Q1 2026 | May 06, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 5,046 | 468 | 0.15% | 0.16% | 348 | -186 | -3.56% | Q1 2026 | Apr 24, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,048 | 466 | 0.03% | 0.03% | 349 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Reduced | 4,909 | 455 | 0.01% | 0.01% | 350 | -22 | -0.45% | Q1 2026 | Apr 16, 2026 |
| Balance Wealth, LLC | History | Reduced | 4,851 | 450 | 0.14% | 0.15% | 351 | -169 | -3.37% | Q1 2026 | Apr 20, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 4,828 | 447 | 0.28% | 0.26% | 352 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 4,718 | 437 | 0.14% | 0.16% | 353 | -67 | -1.4% | Q1 2026 | May 14, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 4,665 | 432 | 0.05% | 0.04% | 354 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 4,620 | 428 | 0.01% | 0.01% | 355 | +1,762 | 61.65% | Q1 2026 | Apr 27, 2026 |
| Larson Financial Group LLC | History | Added to | 4,611 | 427 | 0.01% | 0.01% | 356 | +592 | 14.73% | Q1 2026 | May 15, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 4,555 | 422 | 0.23% | 0.24% | 358 | -499 | -9.87% | Q1 2026 | May 14, 2026 |
| Principle Wealth Partners LLC | History | No change | 4,555 | 422 | 0.02% | 0.02% | 357 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| 55 North Private Wealth, LLC | History | No change | 4,523 | 419 | 0.11% | 0.11% | 359 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 4,473 | 414 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | New | 4,463 | 413 | 0.0% | — | 363 | +4,463 | New | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | No change | 4,456 | 413 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 4,455 | 413 | 0.18% | 0.17% | 362 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AMG National Trust Bank | History | Added to | 4,450 | 412 | 0.01% | 0.0% | 364 | +2,225 | 100.0% | Q1 2026 | May 04, 2026 |
| Cedrus Wealth Group LLC | History | New | 4,441 | 411 | 0.46% | — | 367 | +4,441 | New | Q1 2026 | May 14, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 4,418 | 411 | 0.51% | 0.55% | 366 | +244 | 5.85% | Q1 2026 | Apr 29, 2026 |
| W ADVISORS, LLC | History | No change | 4,433 | 411 | 0.21% | 0.21% | 365 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 4,355 | 403 | 0.0% | 0.01% | 368 | -963 | -18.11% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 4,315 | 400 | 0.06% | 0.07% | 370 | -1,490 | -25.67% | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 4,322 | 400 | 0.04% | 0.04% | 369 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,290 | 396 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Level Wealth Management LLC | History | No change | 4,263 | 395 | 0.19% | 0.2% | 372 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 4,222 | 391 | 0.02% | 0.02% | 373 | -288 | -6.39% | Q1 2026 | May 08, 2026 |
| Plum Street Advisors, LLC | History | New | 4,195 | 389 | 0.13% | — | 374 | +4,195 | New | Q1 2026 | May 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 4,135 | 383 | 0.2% | 0.21% | 375 | +139 | 3.48% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Added to | 4,082 | 378 | 0.0% | 0.0% | 376 | +1,703 | 71.58% | Q1 2026 | May 11, 2026 |
| CLG LLC | History | Reduced | 4,071 | 377 | 0.09% | 0.1% | 377 | -293 | -6.71% | Q1 2026 | May 14, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Reduced | 4,034 | 374 | 0.28% | 0.35% | 378 | -981 | -19.56% | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 3,994 | 370 | 0.03% | 0.03% | 379 | +130 | 3.36% | Q1 2026 | Apr 08, 2026 |
| Balboa Wealth Partners | History | Reduced | 3,962 | 367 | 0.06% | 0.06% | 380 | -232 | -5.53% | Q1 2026 | Apr 16, 2026 |
| Claro Advisors Inc. | History | No change | 3,941 | 365 | 0.04% | 0.05% | 381 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 3,911 | 362 | 0.13% | 0.07% | 382 | +8 | 0.2% | Q1 2026 | May 13, 2026 |
| BDFS Capital LLC | History | Reduced | 3,874 | 359 | 0.17% | 0.19% | 383 | -125 | -3.13% | Q1 2026 | Apr 15, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 3,831 | 357 | 0.02% | 0.02% | 384 | +12 | 0.31% | Q1 2026 | Apr 07, 2026 |
| Quantinno Capital Management LP | History | Reduced | 3,845 | 356 | 0.0% | 0.0% | 385 | -262 | -6.38% | Q1 2026 | May 15, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 3,793 | 351 | 0.1% | 0.09% | 386 | +9 | 0.24% | Q1 2026 | Apr 27, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 3,697 | 342 | 0.06% | 0.07% | 387 | -111 | -2.91% | Q1 2026 | May 11, 2026 |
| ORG Partners LLC | History | No change | 3,700 | 342 | 0.06% | 0.06% | 388 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 3,610 | 341 | 0.16% | 0.19% | 389 | -900 | -19.96% | Q1 2026 | Apr 23, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 3,674 | 340 | 0.03% | 0.03% | 390 | +11 | 0.3% | Q1 2026 | May 15, 2026 |
| Beck Bode, LLC | History | Added to | 3,655 | 339 | 0.06% | 0.06% | 391 | +11 | 0.3% | Q1 2026 | May 07, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 3,665 | 339 | 0.21% | 0.23% | 392 | +10 | 0.27% | Q1 2026 | May 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 3,614 | 335 | 0.02% | — | 394 | +3,614 | New | Q1 2026 | Apr 22, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 3,621 | 335 | 0.04% | 0.04% | 393 | -113 | -3.03% | Q1 2026 | Apr 23, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 3,608 | 334 | 0.01% | 0.01% | 396 | -664 | -15.54% | Q1 2026 | May 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 3,610 | 334 | 0.04% | 0.03% | 395 | -76 | -2.06% | Q1 2026 | Apr 15, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 3,561 | 330 | 0.08% | 0.09% | 397 | -565 | -13.69% | Q1 2026 | Apr 20, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 3,557 | 329 | 0.15% | 0.14% | 398 | -796 | -18.29% | Q1 2026 | May 05, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 3,544 | 328 | 0.01% | 0.01% | 399 | -230 | -6.09% | Q1 2026 | Apr 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 3,527 | 327 | 0.04% | 0.04% | 400 | -50 | -1.4% | Q1 2026 | May 05, 2026 |
| REAP Financial Group, LLC | History | Reduced | 3,463 | 321 | 0.06% | 0.13% | 401 | -1,231 | -26.22% | Q1 2026 | May 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 3,288 | 310 | 0.02% | 0.06% | 402 | -6,866 | -67.62% | Q1 2026 | Apr 17, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 3,336 | 309 | 0.08% | 0.07% | 403 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 3,260 | 302 | 0.2% | 0.2% | 405 | -54 | -1.63% | Q1 2026 | May 11, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 3,260 | 302 | 0.03% | 0.03% | 404 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Rossby Financial, LCC | History | Added to | 3,207 | 297 | 0.06% | 0.08% | 406 | +398 | 14.17% | Q1 2026 | May 11, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 3,186 | 295 | 0.25% | 0.25% | 408 | +1 | 0.03% | Q1 2026 | Apr 22, 2026 |
| LVZ, Inc. | History | No change | 3,185 | 295 | 0.03% | 0.03% | 407 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 3,173 | 294 | 0.1% | 0.11% | 409 | -100 | -3.06% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 3,168 | 293 | 0.01% | 0.01% | 410 | -896 | -22.05% | Q1 2026 | May 11, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 3,113 | 288 | 0.18% | 0.18% | 411 | -106 | -3.29% | Q1 2026 | Apr 07, 2026 |
| Continuum Advisory, LLC | History | Reduced | 3,079 | 285 | 0.03% | 0.03% | 412 | -283 | -8.42% | Q1 2026 | Apr 22, 2026 |
| BlackRock, Inc. | History | Added to | 3,017 | 279 | 0.0% | 0.0% | 413 | +2,067 | 217.58% | Q1 2026 | May 13, 2026 |
| Petix & Botte Co | History | No change | 2,994 | 277 | 0.06% | 0.06% | 414 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| XTX Topco Ltd | History | New | 2,984 | 276 | 0.0% | — | 415 | +2,984 | New | Q1 2026 | May 15, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 2,971 | 275 | 0.1% | 0.1% | 416 | -4 | -0.13% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,955 | 274 | 0.0% | 0.0% | 417 | +145 | 5.16% | Q1 2026 | May 06, 2026 |
| Smith Partners Wealth Management, LLC | History | No change | 2,935 | 272 | 0.24% | 0.25% | 418 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Invesco Ltd. | History | New | 2,920 | 270 | 0.0% | — | 420 | +2,920 | New | Q1 2026 | May 12, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 2,920 | 270 | 0.12% | 0.12% | 419 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | New | 2,855 | 264 | 0.0% | — | 421 | +2,855 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,837 | 263 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 2,784 | 260 | 0.08% | 0.09% | 423 | -120 | -4.13% | Q1 2026 | May 14, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Reduced | 2,794 | 259 | 0.2% | 0.21% | 424 | -166 | -5.61% | Q1 2026 | Apr 24, 2026 |
| Csenge Advisory Group | History | Reduced | 2,674 | 248 | 0.01% | 0.01% | 426 | -188 | -6.57% | Q1 2026 | Apr 30, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 2,682 | 248 | 0.05% | 0.04% | 427 | +3 | 0.11% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,684 | 248 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 2,665 | 247 | 0.09% | 0.1% | 428 | -292 | -9.87% | Q1 2026 | Apr 23, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,641 | 244 | 0.03% | 0.03% | 429 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| McDonough Capital Management, Inc | History | No change | 2,639 | 244 | 0.13% | 0.12% | 430 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vigil Wealth Management, LLC | History | No change | 2,635 | 244 | 0.2% | 0.2% | 431 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 2,591 | 240 | 0.1% | 0.11% | 432 | -359 | -12.17% | Q1 2026 | Apr 22, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 2,589 | 240 | 0.02% | 0.02% | 433 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 2,500 | 231 | 0.06% | 0.07% | 434 | -125 | -4.76% | Q1 2026 | Apr 21, 2026 |
| Grove Bank & Trust | History | No change | 2,458 | 228 | 0.03% | 0.03% | 435 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MBE Wealth Management, LLC | History | Added to | 2,442 | 226 | 0.09% | 0.09% | 437 | +16 | 0.66% | Q1 2026 | Apr 21, 2026 |
| DAVENPORT & Co LLC | History | No change | 2,444 | 226 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 2,433 | 225 | 0.05% | 0.05% | 438 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 2,424 | 224 | 0.07% | — | 441 | +2,424 | New | Q1 2026 | Apr 06, 2026 |
| Advisor Resource Council | History | New | 2,424 | 224 | 0.07% | — | 442 | +2,424 | New | Q1 2026 | May 07, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 2,425 | 224 | 0.1% | 0.1% | 439 | -60 | -2.41% | Q1 2026 | Apr 28, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 2,418 | 224 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 2,406 | 223 | 0.0% | 0.0% | 443 | -1,043 | -30.24% | Q1 2026 | May 14, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 2,412 | 223 | 0.04% | 0.03% | 444 | +208 | 9.44% | Q1 2026 | May 06, 2026 |
| Bluesphere Advisors LLC | History | New | 2,400 | 222 | 0.08% | — | 445 | +2,400 | New | Q1 2026 | Apr 22, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 2,383 | 221 | 0.03% | 0.03% | 446 | +6 | 0.25% | Q1 2026 | Apr 15, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 2,365 | 219 | 0.0% | 0.0% | 447 | -3,239 | -57.8% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | New | 2,379 | 219 | 0.02% | — | 448 | +2,379 | New | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | New | 2,360 | 218 | 0.02% | — | 449 | +2,360 | New | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 2,314 | 215 | 0.01% | — | 450 | +2,314 | New | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | New | 2,317 | 214 | 0.0% | — | 451 | +2,317 | New | Q1 2026 | May 05, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 2,278 | 211 | 0.0% | 0.0% | 452 | -996 | -30.42% | Q1 2026 | May 15, 2026 |
| RiverFront Investment Group, LLC | History | No change | 2,215 | 205 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Greenfield Savings Bank | History | No change | 2,219 | 205 | 0.09% | 0.09% | 454 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| 25 LLC | History | New | 2,157 | 200 | 0.06% | — | 455 | +2,157 | New | Q1 2026 | Apr 20, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 2,088 | 193 | 0.13% | 0.16% | 456 | -500 | -19.32% | Q1 2026 | Apr 14, 2026 |
| Blue Trust, Inc. | History | No change | 2,067 | 191 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Luminist Capital LLC | History | No change | 1,977 | 183 | 0.24% | 0.22% | 458 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 1,814 | 168 | 0.0% | — | 459 | +1,814 | New | Q1 2026 | May 05, 2026 |
| BAYBAN | History | No change | 1,800 | 166 | 0.14% | 0.15% | 460 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,650 | 153 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,630 | 151 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Peterson Wealth Services | History | No change | 1,615 | 149 | 0.04% | 0.04% | 463 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 1,375 | 127 | 0.01% | 0.02% | 464 | -935 | -40.48% | Q1 2026 | May 04, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,297 | 120 | 0.04% | 0.03% | 465 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Caldwell Trust Co | History | No change | 1,300 | 120 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,293 | 119 | 0.0% | 0.0% | 467 | -33 | -2.49% | Q1 2026 | May 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,270 | 117 | 0.03% | 0.03% | 468 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Operose Advisors LLC | History | Added to | 1,205 | 111 | 0.03% | 0.03% | 469 | +4 | 0.33% | Q1 2026 | May 12, 2026 |
| Tidemark, LLC | History | Reduced | 1,146 | 106 | 0.03% | 0.03% | 470 | -74 | -6.07% | Q1 2026 | May 07, 2026 |
| Anchor Investment Management, LLC | History | Added to | 1,100 | 102 | 0.01% | 0.01% | 471 | +300 | 37.5% | Q1 2026 | May 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,068 | 99 | 0.0% | 0.0% | 472 | +443 | 70.88% | Q1 2026 | May 01, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,063 | 98 | 0.02% | 0.03% | 473 | -456 | -30.02% | Q1 2026 | May 15, 2026 |
| Glassman Wealth Services | History | No change | 1,000 | 92 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 915 | 84 | 0.0% | 0.0% | 475 | -24 | -2.56% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 898 | 83 | 0.0% | — | 476 | +898 | New | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 896 | 82 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 857 | 79 | 0.0% | 0.0% | 478 | -201 | -19.0% | Q1 2026 | May 15, 2026 |
| Private Wealth Asset Management, LLC | History | New | 833 | 77 | 0.01% | — | 480 | +833 | New | Q1 2026 | May 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 833 | 77 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 829 | 76 | 0.03% | 0.03% | 481 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stephens Consulting, LLC | History | No change | 778 | 71 | 0.02% | 0.02% | 482 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 747 | 69 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 638 | 59 | 0.0% | 0.0% | 484 | -189 | -22.85% | Q1 2026 | Apr 27, 2026 |
| Hanson & Doremus Investment Management | History | No change | 629 | 58 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GGM Financial LLC | History | No change | 605 | 56 | 0.03% | 0.03% | 486 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 611 | 56 | 0.05% | 0.05% | 487 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 600 | 55 | 0.0% | — | 488 | +600 | New | Q1 2026 | Apr 14, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Reduced | 586 | 54 | 0.01% | 0.01% | 489 | -632 | -51.89% | Q1 2026 | Apr 08, 2026 |
| Parkside Financial Bank & Trust | History | New | 583 | 54 | 0.0% | — | 490 | +583 | New | Q1 2026 | May 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 575 | 53 | 0.0% | 0.0% | 491 | -163 | -22.09% | Q1 2026 | May 14, 2026 |
| Luken Investment Analytics, LLC | History | No change | 568 | 52 | 0.02% | 0.02% | 492 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Main Street Group, LTD | History | New | 495 | 45 | 0.01% | — | 493 | +495 | New | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | New | 492 | 45 | 0.02% | — | 494 | +492 | New | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 446 | 41 | 0.03% | 0.03% | 495 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 441 | 40 | 0.0% | 0.0% | 496 | +1 | 0.23% | Q1 2026 | May 15, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 426 | 39 | 0.01% | 0.01% | 497 | +1 | 0.24% | Q1 2026 | Apr 10, 2026 |
| BankPlus Trust Department | History | No change | 429 | 39 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 420 | 38 | 0.11% | 0.11% | 499 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 405 | 37 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Root Financial Partners, LLC | History | No change | 400 | 37 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Financial Perspectives, Inc | History | No change | 381 | 35 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Asset Dedication, LLC | History | No change | 368 | 34 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Abound Wealth Management | History | No change | 350 | 32 | 0.01% | 0.01% | 504 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 322 | 29 | 0.0% | 0.0% | 505 | -1,038 | -76.32% | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | New | 319 | 29 | 0.0% | — | 509 | +319 | New | Q1 2026 | Apr 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 315 | 29 | 0.01% | — | 508 | +315 | New | Q1 2026 | Apr 13, 2026 |
| WHITTIER TRUST CO | History | Added to | 316 | 29 | 0.0% | 0.0% | 506 | +1 | 0.32% | Q1 2026 | Apr 28, 2026 |
| Centennial Bank/AR/ | History | No change | 320 | 29 | 0.01% | 0.01% | 507 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BOKF, NA | History | No change | 294 | 27 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Davis Capital Management | History | No change | 301 | 27 | 0.02% | 0.02% | 511 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Caitlin John, LLC | History | No change | 291 | 26 | 0.02% | 0.02% | 512 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 271 | 25 | 0.01% | — | 518 | +271 | New | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 271 | 25 | 0.01% | 0.0% | 516 | +239 | 746.88% | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | No change | 275 | 25 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 279 | 25 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Salomon & Ludwin, LLC | History | No change | 275 | 25 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | No change | 274 | 25 | 0.01% | 0.01% | 517 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wagner Wealth Management, LLC | History | No change | 247 | 22 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| POM Investment Strategies, LLC | History | New | 235 | 21 | 0.03% | — | 521 | +235 | New | Q1 2026 | May 11, 2026 |
| Evelyn Partners Investment Management LLP | History | Reduced | 230 | 21 | 0.0% | 0.0% | 520 | -170 | -42.5% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Reduced | 216 | 20 | 0.06% | 1.13% | 522 | -279,095 | -99.92% | Q1 2026 | May 12, 2026 |
| My Portfolio Guide, LLC | History | New | 218 | 20 | 0.01% | — | 523 | +218 | New | Q1 2026 | May 05, 2026 |
| WealthShield Partners, LLC | History | Added to | 205 | 19 | 0.0% | 0.0% | 524 | +5 | 2.5% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 201 | 18 | 0.0% | 0.0% | 525 | -402 | -66.67% | Q1 2026 | May 13, 2026 |
| Strive Financial Group ,LLC | History | Added to | 195 | 18 | 0.01% | 0.01% | 529 | +9 | 4.84% | Q1 2026 | May 15, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 199 | 18 | 0.01% | 0.01% | 526 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Accordant Advisory Group Inc | History | No change | 200 | 18 | 0.01% | 0.01% | 527 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 200 | 18 | 0.02% | 0.02% | 528 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Networth Advisors, LLC | History | New | 188 | 17 | 0.01% | — | 530 | +188 | New | Q1 2026 | Apr 22, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 172 | 15 | 0.01% | — | 532 | +172 | New | Q1 2026 | May 15, 2026 |
| Magnolia Wealth Management, LLC | History | New | 170 | 15 | 0.01% | — | 531 | +170 | New | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 154 | 14 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 152 | 14 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | No change | 141 | 13 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 133 | 12 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 135 | 12 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CENTRAL TRUST Co | History | Reduced | 127 | 11 | 0.0% | 0.0% | 538 | -426 | -77.03% | Q1 2026 | Apr 17, 2026 |
| JNBA Financial Advisors | History | No change | 116 | 10 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 110 | 10 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 100 | 9 | 0.01% | — | 544 | +100 | New | Q1 2026 | May 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 100 | 9 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LRI Investments, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 101 | 9 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | New | 55 | 5 | 0.0% | — | 548 | +55 | New | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 55 | 5 | 0.0% | — | 545 | +52 | 1733.33% | Q1 2026 | May 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 55 | 5 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Motiv8 Investments LLC | History | No change | 54 | 5 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ST GERMAIN D J CO INC | History | No change | 38 | 3 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Eukles Asset Management | History | No change | 29 | 2 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Key Capital Management, INC | History | New | 19 | 1 | 0.0% | — | 552 | +19 | New | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -418,008 | -100.0% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -228,199 | -100.0% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 2.92% | — | -172,565 | -100.0% | Q1 2026 | Apr 03, 2026 |
| BANK HAPOALIM BM | History | Closed out | 0 | 0 | — | 1.28% | — | -159,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -83,138 | -100.0% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -49,368 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -34,332 | -100.0% | Q1 2026 | Apr 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,904 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Kaydan Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.28% | — | -10,441 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,626 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.02% | — | -8,097 | -100.0% | Q1 2026 | May 15, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -7,623 | -100.0% | Q1 2026 | May 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.03% | — | -5,900 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.02% | — | -4,126 | -100.0% | Q1 2026 | Apr 30, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -3,957 | -100.0% | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,357 | -100.0% | Q1 2026 | May 20, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,326 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,058 | -100.0% | Q1 2026 | May 01, 2026 |
| Asset Allocation Strategies LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,915 | -100.0% | Q1 2026 | Apr 22, 2026 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,900 | -100.0% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,620 | -100.0% | Q1 2026 | Apr 16, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,601 | -100.0% | Q1 2026 | May 07, 2026 |
| Saxony Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,375 | -100.0% | Q1 2026 | Apr 24, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -2,324 | -100.0% | Q1 2026 | Apr 16, 2026 |
| WealthCare Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,279 | -100.0% | Q1 2026 | Apr 08, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,231 | -100.0% | Q1 2026 | May 05, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,447 | -100.0% | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,064 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -991 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -547 | -100.0% | Q1 2026 | May 06, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -267 | -100.0% | Q1 2026 | May 01, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -263 | -100.0% | Q1 2026 | May 07, 2026 |
| Family CFO Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -218 | -100.0% | Q1 2026 | Apr 28, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -167 | -100.0% | Q1 2026 | Apr 14, 2026 |
| COUNTRY TRUST BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | Apr 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Basepoint Wealth LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 07, 2026 |