FIDELITY COVINGTON TRUST - FTEC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lido Advisors, LLC | History | Added to | 2,175,818 | 452,679 | 1.38% | 1.4% | 1 | +75,631 | 3.6% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,411,132 | 293,586 | 0.04% | 0.05% | 2 | +25,948 | 1.87% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 981,242 | 204,147 | 0.01% | 0.03% | 3 | -1,092,278 | -52.68% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 702,831 | 146,224 | 0.04% | 0.04% | 4 | +8,129 | 1.17% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 687,323 | 142,997 | 0.04% | 0.05% | 5 | -28,593 | -3.99% | Q1 2026 | May 04, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 678,442 | 141,149 | 0.63% | 0.64% | 6 | +25,202 | 3.86% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 667,376 | 138,847 | 0.19% | 0.19% | 7 | +20,192 | 3.12% | Q1 2026 | Apr 27, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 594,003 | 123,587 | 3.58% | 8.81% | 8 | -739,953 | -55.47% | Q1 2026 | Apr 22, 2026 |
| Kestra Investment Management, LLC | History | Added to | 547,277 | 113,861 | 1.96% | 1.53% | 9 | +268,401 | 96.24% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 402,494 | 83,739 | 0.01% | 0.0% | 10 | +37,056 | 10.14% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 379,870 | 79,031 | 0.12% | 0.14% | 11 | -22,976 | -5.7% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 342,635 | 71,285 | 0.04% | 0.04% | 12 | +29,279 | 9.34% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 269,662 | 56,132 | 0.08% | 0.1% | 13 | -29,902 | -9.98% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 258,355 | 53,751 | 0.14% | 0.15% | 14 | -1,464 | -0.56% | Q1 2026 | Apr 30, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 232,265 | 48,324 | 5.96% | 6.12% | 15 | -3,197 | -1.36% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 216,747 | 45,094 | 0.0% | 0.0% | 16 | +29,385 | 15.68% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 212,930 | 44,299 | 0.65% | 0.52% | 17 | +63,882 | 42.86% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 183,454 | 38,167 | 0.14% | 0.16% | 18 | +10,516 | 6.08% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 153,395 | 30,593 | 0.0% | 0.0% | 19 | +10,791 | 7.57% | Q1 2026 | May 13, 2026 |
| Morningstar Investment Management LLC | History | Added to | 117,953 | 24,540 | 1.52% | 1.26% | 20 | +22,808 | 23.97% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 112,118 | 23,326 | 0.0% | 0.0% | 21 | -249 | -0.22% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 110,601 | 23,010 | 0.02% | 0.02% | 22 | -9,210 | -7.69% | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 105,576 | 21,965 | 0.25% | 0.01% | 23 | +102,621 | 3472.79% | Q1 2026 | May 08, 2026 |
| Financial Partners Group, Inc | History | Added to | 105,511 | 21,951 | 2.63% | 2.72% | 24 | +46 | 0.04% | Q1 2026 | Apr 10, 2026 |
| PFG Advisors | History | Added to | 102,299 | 21,283 | 1.04% | 1.1% | 25 | +1,668 | 1.66% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 101,252 | 21,065 | 0.01% | 0.01% | 26 | -7,829 | -7.18% | Q1 2026 | May 14, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 98,083 | 20,406 | 9.3% | 8.86% | 27 | +11,440 | 13.2% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 97,373 | 20,258 | 0.1% | 0.12% | 28 | +278 | 0.29% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 96,937 | 20,167 | 0.02% | 0.03% | 29 | -13,139 | -11.94% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 96,176 | 20,009 | 0.11% | 0.12% | 30 | +197 | 0.21% | Q1 2026 | May 15, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 78,202 | 19,271 | 4.11% | 4.16% | 31 | -3,182 | -3.91% | Q1 2026 | May 01, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 88,133 | 18,335 | 6.17% | 5.14% | 32 | +1,582 | 1.83% | Q1 2026 | Apr 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 84,309 | 17,540 | 0.0% | 0.0% | 33 | -1,694 | -1.97% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 80,911 | 16,819 | 0.0% | 0.0% | 34 | -15,092 | -15.72% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 76,721 | 15,961 | 0.01% | 0.0% | 35 | +34,214 | 80.49% | Q1 2026 | May 11, 2026 |
| Independence Financial Advisors, LLC | History | Reduced | 74,828 | 15,568 | 4.67% | 4.96% | 36 | -5,491 | -6.84% | Q1 2026 | Apr 15, 2026 |
| Marotta Asset Management | History | Added to | 68,189 | 14,368 | 2.65% | 1.7% | 37 | +27,346 | 66.95% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 65,368 | 13,599 | 0.0% | 0.0% | 38 | +53,168 | 435.8% | Q1 2026 | May 15, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 64,451 | 13,408 | 4.39% | 5.65% | 39 | -29,195 | -31.18% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 58,837 | 12,241 | 0.16% | 0.19% | 40 | -366 | -0.62% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 58,694 | 12,211 | 0.0% | 0.0% | 41 | -23,507 | -28.6% | Q1 2026 | May 15, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 57,065 | 11,872 | 4.28% | 4.63% | 42 | +1,011 | 1.8% | Q1 2026 | Apr 29, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 56,848 | 11,827 | 1.52% | 1.51% | 43 | +5,069 | 9.79% | Q1 2026 | May 04, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 56,636 | 11,783 | 2.55% | — | 44 | +56,636 | New | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 56,364 | 11,726 | 0.01% | 0.02% | 45 | -9,436 | -14.34% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 54,788 | 11,398 | 0.01% | 0.07% | 46 | -160,300 | -74.53% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 52,631 | 10,949 | 0.23% | 0.22% | 47 | +5,941 | 12.72% | Q1 2026 | May 01, 2026 |
| King Wealth Management Group | History | Reduced | 52,316 | 10,884 | 1.36% | 1.45% | 48 | -1,334 | -2.49% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 50,899 | 10,589 | 0.02% | 0.02% | 49 | +1,327 | 2.68% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 49,586 | 10,316 | 0.13% | 0.16% | 50 | +1,064 | 2.19% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 49,395 | 10,276 | 0.24% | 0.6% | 51 | -70,939 | -58.95% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 46,574 | 9,689 | 0.03% | 0.03% | 52 | -6,459 | -12.18% | Q1 2026 | May 04, 2026 |
| Smith Salley Wealth Management | History | Added to | 45,847 | 9,538 | 0.48% | 0.5% | 53 | +739 | 1.64% | Q1 2026 | Apr 16, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 45,375 | 9,440 | 0.1% | 0.12% | 54 | -4,621 | -9.24% | Q1 2026 | May 13, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 44,288 | 9,214 | 1.0% | 1.3% | 55 | -7,660 | -14.75% | Q1 2026 | Apr 24, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 43,388 | 9,026 | 1.03% | 1.13% | 56 | -1,843 | -4.07% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 42,711 | 8,886 | 0.01% | 0.01% | 57 | +6,987 | 19.56% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 40,244 | 8,372 | 0.02% | 0.02% | 58 | +2,108 | 5.53% | Q1 2026 | May 06, 2026 |
| CX Institutional | History | Added to | 39,028 | 8,120 | 0.25% | 0.22% | 59 | +6,761 | 20.95% | Q1 2026 | Apr 06, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 39,009 | 8,116 | 0.26% | — | 60 | +39,009 | New | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | Added to | 37,560 | 7,814 | 0.94% | 1.12% | 61 | +919 | 2.51% | Q1 2026 | Apr 21, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 37,492 | 7,800 | 0.22% | 0.21% | 62 | -1,043 | -2.71% | Q1 2026 | Apr 21, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 38,815 | 7,741 | 0.45% | 0.45% | 63 | +1,410 | 3.77% | Q1 2026 | May 14, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 36,455 | 7,584 | 5.31% | 4.92% | 64 | -136 | -0.37% | Q1 2026 | Apr 30, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 34,567 | 7,191 | 2.02% | 0.08% | 65 | +33,257 | 2538.7% | Q1 2026 | Apr 16, 2026 |
| Crumly & Associates Inc. | History | Reduced | 34,272 | 7,130 | 1.5% | 1.62% | 66 | -120 | -0.35% | Q1 2026 | Apr 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 33,620 | 6,994 | 0.0% | 0.0% | 67 | -3,472 | -9.36% | Q1 2026 | May 12, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Reduced | 32,796 | 6,823 | 3.19% | 4.16% | 68 | -7,299 | -18.2% | Q1 2026 | Apr 16, 2026 |
| Sigma Planning Corp | History | Reduced | 32,602 | 6,782 | 0.19% | 0.22% | 69 | -430 | -1.3% | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 32,039 | 6,665 | 0.18% | 0.19% | 70 | -592 | -1.81% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 31,536 | 6,404 | 0.0% | 0.0% | 71 | +7,781 | 32.76% | Q1 2026 | May 15, 2026 |
| Adams Wealth Management | History | Reduced | 29,907 | 6,222 | 1.37% | 1.65% | 72 | -4,556 | -13.22% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Reduced | 29,907 | 6,222 | 1.2% | 1.43% | 73 | -4,556 | -13.22% | Q1 2026 | May 11, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 29,415 | 6,119 | 0.45% | 0.5% | 74 | -585 | -1.95% | Q1 2026 | Apr 22, 2026 |
| Financial Perspectives, Inc | History | Added to | 29,124 | 6,059 | 1.69% | 1.76% | 75 | +4 | 0.01% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Reduced | 28,788 | 5,987 | 0.01% | 0.01% | 76 | -1,614 | -5.31% | Q1 2026 | May 14, 2026 |
| High Point Wealth Management, LLC | History | Added to | 28,731 | 5,977 | 5.77% | 5.45% | 77 | +2,893 | 11.2% | Q1 2026 | Apr 08, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 28,100 | 5,846 | 5.35% | 5.65% | 78 | -691 | -2.4% | Q1 2026 | Apr 29, 2026 |
| Capital Planning LLC | History | Added to | 27,650 | 5,752 | 1.87% | 1.49% | 79 | +3,998 | 16.9% | Q1 2026 | Apr 29, 2026 |
| Aspetuck Financial Management LLC | History | Added to | 27,081 | 5,634 | 3.86% | 4.01% | 80 | +497 | 1.87% | Q1 2026 | May 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 24,456 | 5,494 | 0.04% | 0.04% | 81 | +558 | 2.33% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 25,766 | 5,358 | 0.03% | 0.03% | 82 | +10 | 0.04% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 25,437 | 5,292 | 0.03% | 0.04% | 83 | -3,328 | -11.57% | Q1 2026 | May 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 24,380 | 5,072 | 0.35% | 0.35% | 84 | +831 | 3.53% | Q1 2026 | May 05, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 24,271 | 5,049 | 0.95% | 1.01% | 85 | +594 | 2.51% | Q1 2026 | Apr 08, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 20,322 | 4,996 | 0.11% | 0.12% | 86 | -455 | -2.19% | Q1 2026 | May 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 23,823 | 4,956 | 0.06% | 0.07% | 87 | -1,236 | -4.93% | Q1 2026 | Apr 20, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 23,720 | 4,935 | 0.37% | 0.38% | 88 | +1,289 | 5.75% | Q1 2026 | Apr 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 23,466 | 4,882 | 0.13% | 0.04% | 89 | +16,362 | 230.32% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Added to | 22,457 | 4,672 | 0.25% | 0.16% | 90 | +6,132 | 37.56% | Q1 2026 | Apr 28, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 21,463 | 4,465 | 3.19% | 3.19% | 91 | +3,193 | 17.48% | Q1 2026 | Apr 29, 2026 |
| HRT FINANCIAL LP | History | New | 21,438 | 4,460 | 0.01% | — | 92 | +21,438 | New | Q1 2026 | May 14, 2026 |
| Maxele Advisors, LLC | History | No change | 19,785 | 4,445 | 3.61% | 3.61% | 93 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 21,217 | 4,414 | 0.0% | 0.02% | 94 | -51,045 | -70.64% | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 20,760 | 4,319 | 0.09% | 0.09% | 95 | +154 | 0.75% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 20,316 | 4,226 | 0.0% | 0.0% | 96 | +1,490 | 7.91% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 20,256 | 4,215 | 0.07% | 0.08% | 97 | -137 | -0.67% | Q1 2026 | Apr 14, 2026 |
| Investment Advisory Services Group LLC | History | Reduced | 19,977 | 4,156 | 3.62% | 4.15% | 98 | -812 | -3.91% | Q1 2026 | Apr 28, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Reduced | 19,944 | 4,149 | 6.34% | 9.72% | 99 | -9,908 | -33.19% | Q1 2026 | May 01, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 19,751 | 4,109 | 0.07% | 0.09% | 100 | -184 | -0.92% | Q1 2026 | May 18, 2026 |
| Mokosak Advisory Group, LLC | History | Reduced | 19,388 | 4,033 | 1.01% | 1.1% | 101 | -152 | -0.78% | Q1 2026 | Apr 28, 2026 |
| Jacobs Equity LLC | History | Added to | 19,247 | 4,004 | 3.58% | 2.69% | 102 | +6,813 | 54.79% | Q1 2026 | May 14, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 19,095 | 3,972 | 2.63% | 2.8% | 103 | -509 | -2.6% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 18,581 | 3,949 | 0.01% | 0.01% | 104 | -9,707 | -34.31% | Q1 2026 | Apr 08, 2026 |
| JBR Co Financial Management Inc | History | No change | 17,363 | 3,900 | 1.63% | 1.63% | 105 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 18,478 | 3,844 | 1.38% | 1.37% | 106 | +575 | 3.21% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 18,418 | 3,831 | 0.24% | 0.27% | 107 | +403 | 2.24% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 18,278 | 3,802 | 0.02% | 0.02% | 108 | -189 | -1.02% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 18,222 | 3,791 | 0.13% | 0.14% | 109 | +118 | 0.65% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 17,426 | 3,625 | 0.0% | 0.0% | 110 | +658 | 3.92% | Q1 2026 | May 12, 2026 |
| Reliant Investment Partners, LLC | History | Reduced | 17,174 | 3,573 | 2.96% | 3.04% | 111 | -76 | -0.44% | Q1 2026 | May 11, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 17,133 | 3,564 | 1.95% | 1.94% | 112 | -636 | -3.58% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 16,949 | 3,526 | 0.0% | 0.0% | 113 | +1,168 | 7.4% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 16,606 | 3,454 | 0.02% | 0.04% | 114 | -14,659 | -46.89% | Q1 2026 | May 05, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 16,596 | 3,452 | 0.7% | 0.81% | 115 | -5,000 | -23.15% | Q1 2026 | Apr 22, 2026 |
| Visionary Wealth Advisors | History | Reduced | 16,541 | 3,441 | 0.15% | 0.17% | 116 | -574 | -3.35% | Q1 2026 | May 13, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 16,213 | 3,373 | 0.28% | 0.31% | 117 | -900 | -5.26% | Q1 2026 | May 01, 2026 |
| DAHRING | CUSMANO LLC | History | Added to | 16,126 | 3,354 | 2.06% | 2.45% | 118 | +463 | 2.96% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 15,783 | 3,283 | 0.04% | 0.04% | 119 | +411 | 2.67% | Q1 2026 | Apr 28, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 15,701 | 3,266 | 1.25% | 1.48% | 120 | -815 | -4.93% | Q1 2026 | Apr 21, 2026 |
| Eley Financial Management, Inc | History | Added to | 15,597 | 3,244 | 1.17% | 1.24% | 121 | +229 | 1.49% | Q1 2026 | May 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,129 | 3,147 | 0.0% | 0.0% | 122 | -38,134 | -71.6% | Q1 2026 | May 15, 2026 |
| Secure Asset Management, LLC | History | Reduced | 14,714 | 3,061 | 0.48% | 0.55% | 123 | -1,030 | -6.54% | Q1 2026 | Apr 09, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 14,640 | 3,045 | 0.0% | 0.0% | 124 | -6,778 | -31.65% | Q1 2026 | May 05, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 14,588 | 3,034 | 0.29% | 0.28% | 125 | +1,604 | 12.35% | Q1 2026 | Apr 23, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 14,534 | 3,024 | 0.01% | 0.01% | 126 | -1,492 | -9.31% | Q1 2026 | Apr 22, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 14,216 | 2,957 | 0.01% | 0.02% | 127 | -182 | -1.26% | Q1 2026 | May 14, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 13,724 | 2,855 | 1.86% | 1.64% | 128 | +3,089 | 29.05% | Q1 2026 | Apr 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 13,646 | 2,839 | 0.3% | 0.5% | 129 | -3,272 | -19.34% | Q1 2026 | Apr 23, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 13,531 | 2,815 | 1.0% | 0.93% | 130 | +1,857 | 15.91% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Added to | 13,401 | 2,758 | 0.0% | 0.0% | 131 | +1,893 | 16.45% | Q1 2026 | May 15, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 13,190 | 2,744 | 1.6% | 1.5% | 132 | -132 | -0.99% | Q1 2026 | May 11, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 12,970 | 2,698 | 0.14% | 0.15% | 133 | -104 | -0.8% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 12,810 | 2,665 | 0.07% | 0.07% | 134 | +153 | 1.21% | Q1 2026 | Apr 28, 2026 |
| Ancora Advisors LLC | History | No change | 12,797 | 2,662 | 0.06% | 0.06% | 135 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 12,135 | 2,524 | 0.01% | 0.01% | 136 | -656 | -5.13% | Q1 2026 | Apr 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 11,175 | 2,510 | 0.12% | 0.12% | 137 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 11,058 | 2,501 | 1.08% | 1.11% | 138 | +15 | 0.14% | Q1 2026 | Apr 15, 2026 |
| SPINNAKER TRUST | History | Reduced | 11,957 | 2,487 | 0.14% | 0.15% | 139 | -360 | -2.92% | Q1 2026 | Apr 23, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 11,500 | 2,392 | 0.25% | 0.3% | 140 | -610 | -5.04% | Q1 2026 | May 07, 2026 |
| DAVENPORT & Co LLC | History | Added to | 11,436 | 2,379 | 0.01% | 0.01% | 141 | +782 | 7.34% | Q1 2026 | Apr 15, 2026 |
| Curi Capital, LLC | History | Reduced | 11,394 | 2,370 | 0.04% | 0.05% | 142 | -2,208 | -16.23% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 11,038 | 2,296 | 0.06% | 0.09% | 143 | -3,003 | -21.39% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 10,841 | 2,255 | 0.03% | 0.03% | 144 | +1,544 | 16.61% | Q1 2026 | May 11, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 10,811 | 2,249 | 0.77% | 0.66% | 145 | +2,902 | 36.69% | Q1 2026 | Apr 21, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 10,701 | 2,226 | 0.24% | 0.24% | 146 | +391 | 3.79% | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 10,690 | 2,223 | 0.05% | 0.09% | 147 | -5,919 | -35.64% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 10,662 | 2,218 | 0.02% | 0.03% | 148 | +312 | 3.01% | Q1 2026 | May 12, 2026 |
| Atlas Brown,Inc. | History | Reduced | 10,621 | 2,209 | 0.67% | 0.72% | 149 | -200 | -1.85% | Q1 2026 | Apr 17, 2026 |
| Cooper Financial Group | History | Reduced | 10,576 | 2,200 | 0.22% | 0.26% | 150 | -434 | -3.94% | Q1 2026 | Apr 07, 2026 |
| Certified Advisory Corp | History | Reduced | 10,442 | 2,172 | 0.19% | 0.23% | 151 | -794 | -7.07% | Q1 2026 | Apr 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 10,223 | 2,126 | 0.05% | 0.23% | 152 | -10,826 | -51.43% | Q1 2026 | Apr 27, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 10,085 | 2,098 | 0.07% | 0.06% | 153 | +1,936 | 23.76% | Q1 2026 | May 14, 2026 |
| McMillan Office, Inc. | History | No change | 10,020 | 2,084 | 0.27% | 0.27% | 154 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 9,960 | 2,072 | 0.02% | 0.07% | 155 | -12,259 | -55.17% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 9,914 | 2,063 | 0.02% | 0.02% | 156 | -3,162 | -24.18% | Q1 2026 | Apr 07, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 9,610 | 1,999 | 0.05% | 0.08% | 157 | -855 | -8.17% | Q1 2026 | May 11, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 9,524 | 1,981 | 0.08% | 0.08% | 158 | -143 | -1.48% | Q1 2026 | May 12, 2026 |
| Stonebrook Private Inc. | History | Reduced | 9,449 | 1,965 | 0.42% | 0.76% | 159 | -6,766 | -41.73% | Q1 2026 | May 11, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Reduced | 9,436 | 1,963 | 0.38% | 0.4% | 160 | -23 | -0.24% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 9,386 | 1,952 | 0.01% | 0.0% | 161 | +3,520 | 60.01% | Q1 2026 | May 14, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 9,251 | 1,924 | 0.26% | 0.28% | 162 | +670 | 7.81% | Q1 2026 | Apr 24, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 9,229 | 1,920 | 0.12% | 0.12% | 163 | +1,084 | 13.31% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Added to | 9,128 | 1,899 | 0.04% | 0.04% | 164 | +1,583 | 20.98% | Q1 2026 | Apr 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 9,117 | 1,896 | 0.01% | 0.01% | 165 | -343 | -3.63% | Q1 2026 | May 11, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 8,854 | 1,842 | 0.04% | 0.05% | 166 | -250 | -2.75% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 8,847 | 1,840 | 0.03% | 0.04% | 167 | -305 | -3.33% | Q1 2026 | Apr 17, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 8,516 | 1,771 | 0.05% | 0.06% | 168 | -103 | -1.2% | Q1 2026 | Apr 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 8,468 | 1,761 | 0.02% | 0.03% | 169 | -11,887 | -58.4% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 8,453 | 1,758 | 0.06% | 0.07% | 170 | -432 | -4.86% | Q1 2026 | Apr 14, 2026 |
| NWAM LLC | History | Reduced | 8,405 | 1,748 | 0.1% | 0.12% | 171 | -1,145 | -11.99% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,142 | 1,693 | 0.0% | 0.0% | 172 | -257 | -3.06% | Q1 2026 | Apr 27, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 8,078 | 1,680 | 0.32% | 0.33% | 173 | -300 | -3.58% | Q1 2026 | Apr 29, 2026 |
| Atria Investments, Inc | History | Reduced | 8,074 | 1,679 | 0.02% | 0.04% | 174 | -8,666 | -51.77% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | Added to | 8,050 | 1,674 | 0.06% | 0.05% | 175 | +785 | 10.81% | Q1 2026 | Apr 22, 2026 |
| CVA Family Office, LLC | History | Added to | 7,933 | 1,650 | 0.17% | 0.01% | 176 | +7,490 | 1690.74% | Q1 2026 | Apr 29, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 7,840 | 1,631 | 0.5% | 0.56% | 177 | -125 | -1.57% | Q1 2026 | Apr 15, 2026 |
| CAP Partners, LLC | History | Added to | 7,750 | 1,612 | 0.91% | 0.98% | 178 | +84 | 1.1% | Q1 2026 | Apr 28, 2026 |
| EVOKE WEALTH, LLC | History | No change | 7,729 | 1,608 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 7,020 | 1,587 | 0.47% | 0.44% | 180 | +406 | 6.14% | Q1 2026 | Apr 16, 2026 |
| Investors Research Corp | History | Added to | 7,579 | 1,576 | 0.3% | 0.3% | 181 | +351 | 4.86% | Q1 2026 | Apr 03, 2026 |
| Silver Lake Advisory, LLC | History | Reduced | 7,511 | 1,562 | 0.62% | 0.66% | 182 | -100 | -1.31% | Q1 2026 | Apr 27, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 7,446 | 1,549 | 1.31% | 1.4% | 183 | -74 | -0.98% | Q1 2026 | Apr 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 7,277 | 1,533 | 0.03% | 0.03% | 184 | -946 | -11.5% | Q1 2026 | May 14, 2026 |
| Anfield Capital Management, LLC | History | New | 7,341 | 1,527 | 0.42% | — | 185 | +7,341 | New | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 7,267 | 1,512 | 0.04% | 0.05% | 186 | +258 | 3.68% | Q1 2026 | Apr 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 7,179 | 1,493 | 0.17% | — | 187 | +7,179 | New | Q1 2026 | May 15, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 7,164 | 1,490 | 0.12% | 0.14% | 188 | -146 | -2.0% | Q1 2026 | Apr 22, 2026 |
| Claris Financial LLC | History | Added to | 10,143 | 1,482 | 0.81% | 0.72% | 189 | +4,111 | 68.15% | Q1 2026 | May 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,081 | 1,472 | 0.0% | 0.0% | 190 | +262 | 3.84% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 28,125 | 1,462 | 0.07% | 0.04% | 191 | -19,287 | -40.68% | Q1 2026 | May 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 7,020 | 1,460 | 0.41% | 0.47% | 192 | -692 | -8.97% | Q1 2026 | Apr 16, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 7,007 | 1,457 | 0.01% | 0.0% | 193 | +4,659 | 198.42% | Q1 2026 | May 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 6,985 | 1,453 | 0.0% | 0.0% | 194 | +1,925 | 38.04% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,894 | 1,452 | 0.01% | 0.02% | 195 | -771 | -10.06% | Q1 2026 | Apr 07, 2026 |
| Belpointe Asset Management LLC | History | Added to | 6,912 | 1,438 | 0.05% | 0.05% | 196 | +289 | 4.36% | Q1 2026 | Apr 28, 2026 |
| CERTUITY, LLC | History | Added to | 6,833 | 1,421 | 0.09% | 0.1% | 197 | +7 | 0.1% | Q1 2026 | May 11, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 6,717 | 1,397 | 0.33% | 0.38% | 198 | +414 | 6.57% | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 6,206 | 1,394 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,692 | 1,392 | 0.01% | 0.01% | 200 | +1,406 | 26.6% | Q1 2026 | Apr 15, 2026 |
| Palacios Wealth Management, LLC | History | Added to | 5,618 | 1,383 | 0.87% | 0.63% | 201 | +1,961 | 53.62% | Q1 2026 | May 11, 2026 |
| Redwood Financial Network Corp | History | Added to | 6,613 | 1,375 | 0.9% | 0.76% | 202 | +1,331 | 25.2% | Q1 2026 | May 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 6,525 | 1,357 | 0.17% | 1.16% | 203 | -36,468 | -84.82% | Q1 2026 | May 05, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 6,491 | 1,350 | 1.09% | 1.2% | 204 | -152 | -2.29% | Q1 2026 | Apr 27, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 6,486 | 1,349 | 0.14% | 0.16% | 205 | -303 | -4.46% | Q1 2026 | Apr 15, 2026 |
| EPG Wealth Management LLC | History | Reduced | 6,422 | 1,335 | 0.36% | 0.39% | 206 | -41 | -0.63% | Q1 2026 | May 07, 2026 |
| Sovran Advisors, LLC | History | Reduced | 5,372 | 1,323 | 0.1% | 0.11% | 207 | -275 | -4.87% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,343 | 1,319 | 0.02% | 0.02% | 208 | +1,452 | 29.69% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 6,338 | 1,318 | 0.07% | 0.07% | 209 | +581 | 10.09% | Q1 2026 | Apr 30, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 5,353 | 1,317 | 0.02% | 0.06% | 210 | +19 | 0.36% | Q1 2026 | May 01, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 6,247 | 1,299 | 0.16% | 0.17% | 211 | +289 | 4.85% | Q1 2026 | May 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 6,194 | 1,288 | 0.07% | 0.08% | 212 | -42 | -0.67% | Q1 2026 | Apr 29, 2026 |
| JSF Financial, LLC | History | Reduced | 6,187 | 1,287 | 0.25% | 0.53% | 213 | -5,211 | -45.72% | Q1 2026 | May 07, 2026 |
| Canton Hathaway, LLC | History | No change | 6,145 | 1,278 | 0.26% | 0.27% | 214 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 6,052 | 1,259 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 6,033 | 1,255 | 0.01% | 0.02% | 216 | +187 | 3.2% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 5,872 | 1,221 | 0.03% | 0.1% | 217 | -9,856 | -62.67% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 5,865 | 1,220 | 0.09% | 0.07% | 218 | +975 | 19.94% | Q1 2026 | Apr 20, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 5,755 | 1,197 | 0.53% | 0.86% | 219 | -2,418 | -29.59% | Q1 2026 | May 04, 2026 |
| Retirement Planning Group, LLC | History | Added to | 5,721 | 1,190 | 0.04% | 0.04% | 220 | +840 | 17.21% | Q1 2026 | May 04, 2026 |
| Global Financial Private Client, LLC | History | Added to | 5,719 | 1,189 | 0.39% | 0.43% | 221 | +297 | 5.48% | Q1 2026 | Apr 20, 2026 |
| Csenge Advisory Group | History | Reduced | 5,623 | 1,169 | 0.05% | 0.06% | 222 | -47 | -0.83% | Q1 2026 | Apr 30, 2026 |
| HB Wealth Management, LLC | History | Reduced | 5,604 | 1,166 | 0.01% | 0.01% | 223 | -256 | -4.37% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,483 | 1,140 | 0.0% | 0.0% | 224 | +788 | 16.78% | Q1 2026 | May 14, 2026 |
| OneAscent Financial Services LLC | History | Added to | 5,465 | 1,136 | 0.06% | 0.1% | 225 | +551 | 11.21% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,327 | 1,108 | 0.0% | 0.0% | 226 | +4,098 | 333.44% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | Added to | 5,325 | 1,107 | 0.0% | 0.0% | 227 | +3,232 | 154.42% | Q1 2026 | May 13, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 5,318 | 1,106 | 0.52% | 0.55% | 228 | -204 | -3.69% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | New | 5,274 | 1,097 | 0.01% | — | 229 | +5,274 | New | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 5,255 | 1,093 | 0.02% | 0.02% | 230 | +175 | 3.44% | Q1 2026 | Apr 14, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 5,236 | 1,089 | 0.06% | 0.07% | 231 | -99 | -1.86% | Q1 2026 | Apr 24, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,754 | 1,068 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 5,115 | 1,064 | 0.03% | 0.03% | 233 | -6 | -0.12% | Q1 2026 | May 11, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 4,996 | 1,039 | 0.46% | 0.51% | 234 | +1 | 0.02% | Q1 2026 | Apr 27, 2026 |
| Wiser Wealth Management, Inc | History | No change | 4,987 | 1,037 | 0.22% | 0.25% | 235 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 4,981 | 1,036 | 0.01% | 0.0% | 236 | +2,523 | 102.64% | Q1 2026 | May 15, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 4,859 | 1,010 | 0.63% | — | 237 | +4,859 | New | Q1 2026 | Apr 14, 2026 |
| Optiver Holding B.V. | History | New | 4,823 | 1,003 | 0.0% | — | 238 | +4,823 | New | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,817 | 1,002 | 0.01% | 0.01% | 239 | +490 | 11.32% | Q1 2026 | Apr 30, 2026 |
| SFMG, LLC | History | Added to | 4,726 | 983 | 0.07% | 0.05% | 240 | +1,593 | 50.85% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,585 | 953 | 0.0% | 0.0% | 241 | +969 | 26.8% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 4,544 | 945 | 0.0% | 0.0% | 242 | +1,285 | 39.43% | Q1 2026 | May 14, 2026 |
| Williams & Novak, LLC | History | No change | 4,472 | 942 | 0.71% | 0.76% | 243 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 4,519 | 940 | 0.01% | 0.01% | 244 | +940 | 26.26% | Q1 2026 | Apr 24, 2026 |
| PUREfi Wealth, LLC | History | No change | 4,515 | 939 | 0.62% | 0.78% | 245 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 4,493 | 934 | 0.07% | 0.13% | 246 | +214 | 5.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,465 | 928 | 0.03% | 0.03% | 247 | +133 | 3.07% | Q1 2026 | Apr 07, 2026 |
| SVB WEALTH LLC | History | Reduced | 4,433 | 922 | 0.06% | 0.07% | 248 | -972 | -17.98% | Q1 2026 | Apr 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 4,431 | 921 | 0.03% | 0.03% | 249 | +432 | 10.8% | Q1 2026 | May 11, 2026 |
| Financial Freedom, LLC | History | Added to | 4,387 | 912 | 0.45% | 0.49% | 250 | +8 | 0.18% | Q1 2026 | Apr 30, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 4,364 | 908 | 0.33% | 0.35% | 251 | +33 | 0.76% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Reduced | 4,350 | 905 | 0.02% | 0.02% | 252 | -82 | -1.85% | Q1 2026 | May 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 4,302 | 896 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Added to | 4,209 | 875 | 0.72% | 0.75% | 254 | +106 | 2.58% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 4,197 | 873 | 0.02% | 0.02% | 255 | +272 | 6.93% | Q1 2026 | May 15, 2026 |
| Belvedere Trading LLC | History | Reduced | 4,131 | 859 | 0.0% | 0.0% | 256 | -769 | -15.69% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Reduced | 4,074 | 847 | 0.01% | 0.01% | 257 | -147 | -3.48% | Q1 2026 | Apr 16, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | New | 4,000 | 832 | 0.28% | — | 258 | +4,000 | New | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 3,993 | 831 | 0.0% | 0.0% | 259 | -321 | -7.44% | Q1 2026 | May 01, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,944 | 820 | 0.0% | — | 260 | +3,944 | New | Q1 2026 | May 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 3,889 | 809 | 0.06% | 0.1% | 261 | -3,376 | -46.47% | Q1 2026 | May 21, 2026 |
| VICUS CAPITAL | History | Reduced | 3,883 | 807 | 0.06% | 1.9% | 262 | -108,766 | -96.55% | Q1 2026 | Apr 22, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 3,807 | 792 | 0.01% | 0.01% | 263 | +286 | 8.12% | Q1 2026 | May 08, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 4,876 | 786 | 0.25% | 0.2% | 264 | +144 | 3.04% | Q1 2026 | Apr 23, 2026 |
| Astra Wealth Partners LLC | History | No change | 3,774 | 785 | 0.47% | 0.5% | 265 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Added to | 3,770 | 784 | 0.0% | 0.0% | 266 | +580 | 18.18% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 3,762 | 782 | 0.0% | 0.0% | 267 | +142 | 3.92% | Q1 2026 | May 15, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 3,671 | 763 | 0.34% | 0.37% | 268 | -57 | -1.53% | Q1 2026 | Apr 29, 2026 |
| FIRST HORIZON CORP | History | Added to | 3,660 | 761 | 0.03% | 0.0% | 269 | +3,505 | 2261.29% | Q1 2026 | Apr 30, 2026 |
| SHP Wealth Management | History | Reduced | 3,657 | 761 | 0.06% | 0.07% | 270 | -376 | -9.32% | Q1 2026 | May 08, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 3,654 | 760 | 0.44% | 0.45% | 271 | +207 | 6.01% | Q1 2026 | May 01, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,644 | 758 | 0.01% | 0.01% | 272 | -98 | -2.62% | Q1 2026 | May 01, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 3,632 | 755 | 0.13% | 0.14% | 273 | +9 | 0.25% | Q1 2026 | May 05, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Reduced | 3,581 | 745 | 0.15% | 0.18% | 274 | -436 | -10.85% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 3,514 | 731 | 0.03% | 0.03% | 275 | +619 | 21.38% | Q1 2026 | Apr 28, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 3,485 | 725 | 0.02% | 0.79% | 276 | -104,239 | -96.76% | Q1 2026 | May 05, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 3,463 | 720 | 0.12% | 0.13% | 277 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VCI Wealth Management LLC | History | Added to | 3,440 | 715 | 0.2% | 0.19% | 278 | +346 | 11.18% | Q1 2026 | Apr 21, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 3,386 | 704 | 0.01% | 0.01% | 279 | -86 | -2.48% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,347 | 696 | 0.0% | 0.0% | 280 | +10 | 0.3% | Q1 2026 | Apr 29, 2026 |
| Hardy Reed LLC | History | No change | 3,284 | 683 | 0.05% | 0.05% | 281 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,231 | 672 | 0.03% | 0.04% | 282 | -448 | -12.18% | Q1 2026 | May 18, 2026 |
| WealthPlan Investment Management, LLC | History | New | 3,223 | 670 | 0.04% | — | 284 | +3,223 | New | Q1 2026 | Apr 29, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 3,222 | 670 | 0.32% | 0.28% | 283 | +619 | 23.78% | Q1 2026 | May 07, 2026 |
| Sage Mountain Advisors LLC | History | No change | 3,217 | 669 | 0.05% | 0.04% | 285 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 3,200 | 665 | 0.42% | 0.45% | 286 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 3,184 | 662 | 0.15% | 0.17% | 287 | -113 | -3.43% | Q1 2026 | May 13, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 3,154 | 656 | 0.4% | 0.41% | 288 | +53 | 1.71% | Q1 2026 | Apr 21, 2026 |
| Wealthfront Advisers LLC | History | Added to | 3,139 | 653 | 0.0% | 0.0% | 289 | +265 | 9.22% | Q1 2026 | May 05, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 3,129 | 650 | 0.33% | 0.32% | 290 | -8 | -0.26% | Q1 2026 | Apr 16, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 3,123 | 649 | 0.17% | 0.19% | 291 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Alchemi Wealth, LLC | History | Added to | 3,103 | 645 | 0.36% | 0.38% | 292 | +25 | 0.81% | Q1 2026 | May 07, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 3,072 | 639 | 0.04% | 0.05% | 293 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 3,060 | 636 | 0.41% | 0.5% | 294 | -185 | -5.7% | Q1 2026 | Apr 21, 2026 |
| Perkins Coie Trust Co | History | Reduced | 3,050 | 634 | 0.12% | 0.13% | 295 | -130 | -4.09% | Q1 2026 | Apr 15, 2026 |
| Bawa N Mallick Trust | History | No change | 3,000 | 624 | 0.26% | 0.25% | 296 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ADIRONDACK TRUST CO | History | No change | 2,980 | 619 | 0.21% | 0.22% | 297 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 2,959 | 615 | 0.1% | 0.12% | 298 | +116 | 4.08% | Q1 2026 | Apr 30, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 2,947 | 613 | 0.02% | 0.02% | 299 | -42 | -1.41% | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 2,933 | 610 | 0.13% | 0.11% | 300 | +568 | 24.02% | Q1 2026 | May 05, 2026 |
| Athena Wealth Management, LLC | History | Added to | 2,919 | 607 | 0.5% | 0.64% | 301 | +5 | 0.17% | Q1 2026 | Apr 17, 2026 |
| Vise Technologies, Inc. | History | No change | 2,692 | 604 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 2,891 | 601 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Advisors Capital Management, LLC | History | Added to | 2,866 | 596 | 0.01% | 0.01% | 304 | +319 | 12.52% | Q1 2026 | May 01, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 2,864 | 595 | 0.01% | 0.01% | 305 | -443 | -13.4% | Q1 2026 | May 15, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 2,855 | 593 | 0.09% | 0.1% | 306 | -95 | -3.22% | Q1 2026 | May 04, 2026 |
| BCS Wealth Management | History | Reduced | 2,811 | 584 | 0.12% | 0.13% | 307 | -2,811 | -50.0% | Q1 2026 | Apr 17, 2026 |
| Bogart Wealth, LLC | History | Reduced | 2,804 | 583 | 0.02% | 0.03% | 308 | -6 | -0.21% | Q1 2026 | Apr 28, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 2,797 | 581 | 0.33% | 0.76% | 310 | -3,147 | -52.94% | Q1 2026 | Apr 08, 2026 |
| Compound Planning, Inc. | History | Reduced | 2,793 | 581 | 0.02% | 0.02% | 309 | -300 | -9.7% | Q1 2026 | May 14, 2026 |
| Balance Wealth, LLC | History | Reduced | 2,778 | 578 | 0.18% | 0.2% | 311 | -13 | -0.47% | Q1 2026 | Apr 20, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 2,753 | 572 | 0.01% | 0.01% | 312 | +115 | 4.36% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 2,744 | 570 | 0.02% | 0.01% | 313 | +1,755 | 177.45% | Q1 2026 | Apr 08, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 2,735 | 568 | 0.07% | 0.08% | 314 | +114 | 4.35% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,531 | 568 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| River Wealth Advisors LLC | History | Added to | 2,715 | 564 | 0.06% | 0.07% | 316 | +25 | 0.93% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | No change | 2,697 | 561 | 0.02% | 0.03% | 317 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 2,678 | 557 | 0.37% | 0.34% | 318 | +390 | 17.05% | Q1 2026 | May 08, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 2,656 | 552 | 0.33% | 0.37% | 319 | -70 | -2.57% | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 2,652 | 551 | 0.0% | 0.0% | 320 | +1,020 | 62.5% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 2,651 | 551 | 0.0% | 0.0% | 321 | -67 | -2.47% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 2,647 | 550 | 0.0% | 0.0% | 322 | +330 | 14.24% | Q1 2026 | Apr 24, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 2,641 | 549 | 0.12% | 0.13% | 323 | -2 | -0.08% | Q1 2026 | Apr 10, 2026 |
| Waverly Advisors, LLC | History | Reduced | 2,624 | 545 | 0.0% | 0.03% | 324 | -14,141 | -84.35% | Q1 2026 | May 15, 2026 |
| Piscataqua Savings Bank | History | No change | 2,608 | 542 | 0.38% | 0.41% | 325 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Asset One Wealth Management LLC | History | Added to | 2,238 | 539 | 0.06% | 0.06% | 327 | +184 | 8.96% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 2,593 | 539 | 0.01% | 0.02% | 326 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Stratos Investment Management, LLC | History | Added to | 2,568 | 534 | 0.02% | 0.02% | 328 | +725 | 39.34% | Q1 2026 | Apr 28, 2026 |
| Tranquility Partners, LLC | History | No change | 2,554 | 531 | 0.2% | 0.21% | 329 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Composition Wealth, LLC | History | Reduced | 2,548 | 530 | 0.01% | 0.01% | 330 | -49 | -1.89% | Q1 2026 | Apr 08, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 2,540 | 528 | 0.08% | 0.09% | 331 | -35 | -1.36% | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,529 | 526 | 0.09% | 0.11% | 332 | +42 | 1.69% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 2,521 | 524 | 0.02% | 0.02% | 333 | +231 | 10.09% | Q1 2026 | May 12, 2026 |
| Smithfield Trust Co | History | Added to | 2,500 | 519 | 0.02% | 0.02% | 334 | +75 | 3.09% | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 2,471 | 514 | 0.01% | 0.01% | 335 | -38 | -1.51% | Q1 2026 | May 12, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 2,465 | 512 | 0.05% | 0.06% | 336 | +1 | 0.04% | Q1 2026 | Apr 22, 2026 |
| Midwest Heritage Bank, FSB | History | No change | 2,462 | 512 | 0.16% | 0.19% | 337 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 2,430 | 505 | 0.0% | 0.0% | 338 | +1,764 | 264.86% | Q1 2026 | May 26, 2026 |
| Calamos Advisors LLC | History | New | 2,400 | 499 | 0.0% | — | 340 | +2,400 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | No change | 2,400 | 499 | 0.02% | 0.02% | 339 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fisher Asset Management, LLC | History | New | 2,368 | 492 | 0.0% | — | 341 | +2,368 | New | Q1 2026 | May 05, 2026 |
| Ruggiero Investments, Inc. | History | New | 2,336 | 486 | 0.47% | — | 342 | +2,336 | New | Q1 2026 | May 12, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | No change | 2,325 | 484 | 0.33% | 0.39% | 343 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 2,312 | 480 | 0.01% | 0.01% | 344 | -300 | -11.49% | Q1 2026 | May 05, 2026 |
| Apriem Advisors | History | No change | 2,300 | 478 | 0.05% | 0.05% | 345 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aureus Asset Management, LLC | History | New | 2,294 | 477 | 0.03% | — | 347 | +2,294 | New | Q1 2026 | May 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 2,296 | 477 | 0.01% | 0.02% | 346 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 2,288 | 476 | 0.0% | 0.0% | 348 | -154 | -6.31% | Q1 2026 | May 01, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Reduced | 2,268 | 471 | 0.35% | 0.4% | 349 | -53 | -2.28% | Q1 2026 | May 05, 2026 |
| Capital Management Associates, Inc | History | No change | 2,260 | 470 | 0.11% | 0.11% | 350 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,240 | 466 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Leo Wealth, LLC | History | Reduced | 2,228 | 463 | 0.03% | 0.04% | 352 | -44 | -1.94% | Q1 2026 | May 05, 2026 |
| Zinnia Wealth Advisory, LLC | History | Reduced | 2,216 | 461 | 0.52% | 0.6% | 353 | -243 | -9.88% | Q1 2026 | May 08, 2026 |
| BIP Wealth, LLC | History | Reduced | 2,214 | 460 | 0.02% | 0.02% | 354 | -276 | -11.08% | Q1 2026 | Apr 27, 2026 |
| Altus Wealth Group LLC | History | Reduced | 2,184 | 454 | 0.19% | 0.2% | 355 | -31 | -1.4% | Q1 2026 | Apr 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 2,175 | 452 | 0.02% | 0.02% | 356 | -105 | -4.61% | Q1 2026 | May 11, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 2,157 | 448 | 0.03% | 0.03% | 357 | +5 | 0.23% | Q1 2026 | Apr 23, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 1,801 | 443 | 0.13% | 0.13% | 358 | +1 | 0.06% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,109 | 438 | 0.0% | 0.01% | 359 | -1,984 | -48.47% | Q1 2026 | May 13, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | No change | 2,108 | 438 | 0.33% | 0.27% | 360 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,096 | 436 | 0.02% | 0.02% | 361 | -52 | -2.42% | Q1 2026 | Apr 24, 2026 |
| Linscomb Wealth, Inc. | History | No change | 2,080 | 432 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | New | 2,071 | 430 | 0.01% | — | 363 | +2,071 | New | Q1 2026 | Apr 29, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 2,050 | 426 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TFC Financial Management, Inc. | History | No change | 2,038 | 423 | 0.05% | 0.06% | 365 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 2,028 | 421 | 0.03% | 0.03% | 366 | -613 | -23.21% | Q1 2026 | Apr 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,019 | 419 | 0.0% | 0.0% | 367 | +128 | 6.77% | Q1 2026 | May 08, 2026 |
| Empower Advisory Group, LLC | History | Added to | 2,007 | 417 | 0.0% | 0.0% | 370 | +189 | 10.4% | Q1 2026 | May 14, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 2,007 | 417 | 0.12% | 0.13% | 369 | -8 | -0.4% | Q1 2026 | Apr 17, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,007 | 417 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 2,075 | 413 | 0.03% | 0.03% | 371 | -802 | -27.88% | Q1 2026 | Apr 24, 2026 |
| True Link Financial Advisors, LLC | History | No change | 1,987 | 413 | 0.03% | 0.03% | 372 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 1,985 | 412 | 0.01% | 0.03% | 373 | -9,010 | -81.95% | Q1 2026 | May 01, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 1,976 | 411 | 0.01% | 0.01% | 374 | +109 | 5.84% | Q1 2026 | Apr 27, 2026 |
| Rise Advisors, LLC | History | Added to | 1,954 | 411 | 0.14% | 0.16% | 375 | +2 | 0.1% | Q1 2026 | Apr 03, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 1,971 | 410 | 0.01% | 0.01% | 376 | -1,491 | -43.07% | Q1 2026 | Apr 17, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 1,971 | 410 | 0.11% | 0.13% | 377 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 1,956 | 407 | 0.12% | 0.14% | 378 | -43 | -2.15% | Q1 2026 | Apr 20, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 1,953 | 406 | 0.03% | 0.04% | 379 | -304 | -13.47% | Q1 2026 | May 14, 2026 |
| Trexquant Investment LP | History | Added to | 1,941 | 403 | 0.0% | 0.0% | 380 | +495 | 34.23% | Q1 2026 | May 15, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 1,938 | 403 | 0.21% | 0.22% | 381 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 1,922 | 399 | 0.0% | 0.0% | 382 | -612 | -24.15% | Q1 2026 | May 14, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 1,919 | 399 | 0.13% | 0.13% | 383 | -34 | -1.74% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 1,915 | 398 | 0.01% | 0.02% | 384 | -66 | -3.33% | Q1 2026 | Apr 20, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 1,899 | 395 | 0.26% | 0.32% | 385 | -250 | -11.63% | Q1 2026 | May 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,877 | 395 | 0.03% | 0.03% | 386 | +15 | 0.81% | Q1 2026 | May 01, 2026 |
| Choate Investment Advisors | History | No change | 1,895 | 394 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | No change | 1,897 | 394 | 0.01% | 0.02% | 388 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 1,889 | 393 | 0.18% | 0.18% | 389 | +63 | 3.45% | Q1 2026 | May 14, 2026 |
| Sankala Group LLC | History | Added to | 1,915 | 392 | 0.32% | 0.3% | 390 | +188 | 10.89% | Q1 2026 | Mar 31, 2026 |
| SWMG, LLC | History | Added to | 1,870 | 389 | 0.11% | 0.11% | 391 | +7 | 0.38% | Q1 2026 | Apr 24, 2026 |
| NWF Advisory Services Inc. | History | Added to | 1,861 | 387 | 0.04% | 0.04% | 393 | +146 | 8.51% | Q1 2026 | May 04, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,862 | 387 | 0.08% | 0.09% | 392 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,852 | 385 | 0.01% | 0.0% | 394 | +480 | 34.99% | Q1 2026 | Apr 07, 2026 |
| Rothschild Wealth LLC | History | Added to | 1,838 | 382 | 0.03% | 0.04% | 396 | +32 | 1.77% | Q1 2026 | May 06, 2026 |
| BROWN ADVISORY INC | History | No change | 1,838 | 382 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 1,814 | 377 | 0.07% | 0.08% | 397 | +4 | 0.22% | Q1 2026 | May 14, 2026 |
| Signal Advisors Wealth, LLC | History | New | 1,811 | 376 | 0.03% | — | 398 | +1,811 | New | Q1 2026 | Apr 17, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 1,786 | 371 | 0.0% | — | 399 | +1,786 | New | Q1 2026 | May 14, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 1,770 | 368 | 0.05% | 0.05% | 400 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 1,765 | 367 | 0.25% | 0.28% | 401 | -110 | -5.87% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 1,734 | 360 | 0.02% | 0.02% | 402 | +127 | 7.9% | Q1 2026 | Apr 15, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | Added to | 1,492 | 358 | 0.04% | 0.04% | 404 | +20 | 1.36% | Q1 2026 | Apr 21, 2026 |
| Wedmont Private Capital | History | Added to | 1,628 | 358 | 0.01% | 0.01% | 403 | +18 | 1.12% | Q1 2026 | Apr 09, 2026 |
| Investmark Advisory Group LLC | History | Added to | 1,695 | 352 | 0.15% | 0.16% | 405 | +1 | 0.06% | Q1 2026 | May 15, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 1,691 | 351 | 0.06% | 0.07% | 406 | -350 | -17.15% | Q1 2026 | May 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 1,678 | 349 | 0.01% | 0.01% | 407 | -172 | -9.3% | Q1 2026 | May 07, 2026 |
| IBEX WEALTH ADVISORS | History | New | 1,656 | 344 | 0.03% | — | 409 | +1,656 | New | Q1 2026 | Apr 30, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 1,657 | 344 | 0.23% | 0.23% | 408 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 1,653 | 343 | 0.09% | 0.08% | 410 | +418 | 33.85% | Q1 2026 | May 08, 2026 |
| PFG Investments, LLC | History | Added to | 1,632 | 339 | 0.02% | 0.01% | 411 | +448 | 37.84% | Q1 2026 | Apr 27, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,622 | 337 | 0.0% | 0.01% | 413 | -2,547 | -61.09% | Q1 2026 | Apr 20, 2026 |
| WBH ADVISORY INC | History | Reduced | 1,600 | 337 | 0.03% | 0.03% | 412 | -114 | -6.65% | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,601 | 333 | 0.0% | 0.0% | 414 | +259 | 19.3% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 1,595 | 331 | 0.01% | — | 415 | +1,595 | New | Q1 2026 | May 14, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 1,459 | 327 | 0.06% | 0.06% | 416 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 1,557 | 324 | 0.04% | 0.09% | 418 | -1,295 | -45.41% | Q1 2026 | Apr 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 1,560 | 324 | 0.01% | 0.02% | 417 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 1,341 | 323 | 0.02% | 0.02% | 419 | -3 | -0.22% | Q1 2026 | Apr 22, 2026 |
| Veltria Advisors Corp. | History | Reduced | 1,266 | 322 | 1.07% | 2.86% | 421 | -1,640 | -56.43% | Q1 2026 | May 14, 2026 |
| Diversified Trust Co | History | No change | 1,552 | 322 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Krilogy Financial LLC | History | Added to | 1,362 | 321 | 0.01% | 0.01% | 422 | +102 | 8.1% | Q1 2026 | Apr 17, 2026 |
| GREENLEAF TRUST | History | Added to | 1,538 | 319 | 0.0% | 0.0% | 423 | +358 | 30.34% | Q1 2026 | Apr 27, 2026 |
| Betterment LLC | History | Added to | 1,535 | 319 | 0.0% | 0.0% | 424 | +93 | 6.45% | Q1 2026 | May 14, 2026 |
| Talon Private Wealth, LLC | History | New | 1,523 | 316 | 0.04% | — | 426 | +1,523 | New | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 1,519 | 316 | 0.01% | 0.0% | 425 | +200 | 15.16% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | Added to | 1,510 | 314 | 0.07% | 0.03% | 427 | +876 | 138.17% | Q1 2026 | May 04, 2026 |
| MCF Advisors LLC | History | Added to | 1,508 | 313 | 0.01% | 0.02% | 428 | +154 | 11.37% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,501 | 312 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 1,487 | 309 | 0.05% | 0.04% | 430 | +591 | 65.96% | Q1 2026 | May 01, 2026 |
| Strengthening Families & Communities, LLC | History | New | 1,483 | 308 | 0.08% | — | 431 | +1,483 | New | Q1 2026 | May 11, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 1,444 | 300 | 0.02% | 0.03% | 432 | +14 | 0.98% | Q1 2026 | May 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 1,440 | 299 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 1,426 | 296 | 0.0% | 0.0% | 434 | -2,522 | -63.88% | Q1 2026 | May 14, 2026 |
| AIMZ Investment Advisors, LLC | History | Reduced | 1,424 | 296 | 0.09% | 0.11% | 435 | -250 | -14.93% | Q1 2026 | May 15, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 1,420 | 295 | 0.02% | 0.02% | 436 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Busey Bank | History | Reduced | 1,408 | 292 | 0.01% | 0.01% | 437 | -180 | -11.34% | Q1 2026 | Apr 28, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,400 | 291 | 0.0% | — | 438 | +1,400 | New | Q1 2026 | May 12, 2026 |
| Monte Financial Group, LLC | History | Added to | 1,397 | 290 | 0.1% | 0.1% | 439 | +153 | 12.3% | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 1,372 | 285 | 0.0% | 0.0% | 440 | -84 | -5.77% | Q1 2026 | May 01, 2026 |
| Roundview Capital LLC | History | No change | 1,363 | 283 | 0.02% | 0.02% | 441 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| XY Planning Network, Inc. | History | Reduced | 1,339 | 282 | 0.05% | 0.06% | 443 | -96 | -6.69% | Q1 2026 | Apr 14, 2026 |
| Goodman Financial Corp | History | No change | 1,358 | 282 | 0.05% | 0.06% | 442 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,346 | 280 | 0.0% | 0.0% | 444 | +366 | 37.35% | Q1 2026 | May 07, 2026 |
| GeoWealth Management, LLC | History | Added to | 1,343 | 279 | 0.01% | 0.01% | 445 | +83 | 6.59% | Q1 2026 | May 13, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 1,320 | 274 | 0.04% | 0.04% | 446 | -10 | -0.75% | Q1 2026 | Apr 23, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 1,320 | 274 | 0.29% | 0.3% | 447 | +2 | 0.15% | Q1 2026 | May 04, 2026 |
| Ascent Advisors, LLC | History | New | 5,447 | 273 | 0.5% | — | 448 | +5,447 | New | Q1 2026 | Apr 29, 2026 |
| GGM Financial LLC | History | No change | 1,298 | 270 | 0.12% | 0.14% | 449 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 1,204 | 270 | 0.41% | 0.41% | 450 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| RM Financial Services, LLC | History | No change | 1,301 | 270 | 0.23% | 0.26% | 451 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 1,298 | 269 | 0.08% | 0.07% | 453 | +147 | 12.77% | Q1 2026 | Apr 23, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 1,296 | 269 | 0.19% | 0.23% | 452 | -141 | -9.81% | Q1 2026 | May 29, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 1,258 | 268 | 0.03% | 0.04% | 454 | +180 | 16.7% | Q1 2026 | Apr 10, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 1,280 | 266 | 0.01% | — | 455 | +1,280 | New | Q1 2026 | Apr 22, 2026 |
| Abound Wealth Management | History | No change | 1,261 | 262 | 0.06% | 0.07% | 456 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,254 | 260 | 0.0% | 0.0% | 457 | +217 | 20.93% | Q1 2026 | Apr 22, 2026 |
| VestGen Advisors, LLC | History | New | 964 | 258 | 0.01% | — | 459 | +964 | New | Q1 2026 | May 14, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 1,037 | 258 | 0.04% | 0.04% | 458 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,211 | 251 | 0.02% | 0.02% | 460 | -51 | -4.04% | Q1 2026 | Apr 13, 2026 |
| RVW Wealth, LLC | History | Reduced | 1,199 | 249 | 0.02% | 0.02% | 461 | -10 | -0.83% | Q1 2026 | Apr 08, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 1,188 | 247 | 0.0% | 0.0% | 462 | +8 | 0.68% | Q1 2026 | May 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 1,185 | 246 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 1,087 | 244 | 0.02% | 0.02% | 464 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Valeo Financial Advisors, LLC | History | New | 1,170 | 243 | 0.01% | — | 465 | +1,170 | New | Q1 2026 | May 08, 2026 |
| Concord Wealth Partners | History | Added to | 1,156 | 240 | 0.03% | 0.03% | 466 | +2 | 0.17% | Q1 2026 | May 01, 2026 |
| KWMG, LLC | History | New | 1,122 | 233 | 0.02% | — | 467 | +1,122 | New | Q1 2026 | Apr 09, 2026 |
| StoneX Group Inc. | History | Reduced | 1,118 | 232 | 0.01% | 0.02% | 468 | -1,438 | -56.26% | Q1 2026 | May 14, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 1,116 | 232 | 0.01% | 0.01% | 469 | +1 | 0.09% | Q1 2026 | Apr 30, 2026 |
| UPTICK PARTNERS, LLC | History | New | 1,114 | 231 | 0.05% | — | 470 | +1,114 | New | Q1 2026 | May 01, 2026 |
| Quantbot Technologies LP | History | New | 1,097 | 228 | 0.01% | — | 471 | +1,097 | New | Q1 2026 | May 13, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Added to | 1,092 | 227 | 0.03% | 0.03% | 472 | +8 | 0.74% | Q1 2026 | Apr 10, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 1,088 | 226 | 0.02% | 0.02% | 473 | +2 | 0.18% | Q1 2026 | May 18, 2026 |
| SEI INVESTMENTS CO | History | No change | 1,085 | 225 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | New | 1,077 | 224 | 0.01% | — | 475 | +1,077 | New | Q1 2026 | May 11, 2026 |
| FSA Advisors, Inc. | History | Reduced | 1,059 | 220 | 0.15% | 0.17% | 476 | -6 | -0.56% | Q1 2026 | May 06, 2026 |
| TSA Wealth Managment LLC | History | No change | 1,058 | 220 | 0.07% | 0.08% | 477 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 1,045 | 217 | 0.06% | 0.07% | 478 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kovack Advisors, Inc. | History | Added to | 1,028 | 216 | 0.01% | 0.01% | 479 | +30 | 3.01% | Q1 2026 | May 12, 2026 |
| Financial Council, LLC | History | No change | 1,036 | 215 | 0.08% | 0.09% | 480 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 1,034 | 215 | 0.03% | 0.03% | 481 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 1,028 | 213 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Lodestone Wealth Management LLC | History | No change | 1,022 | 212 | 0.08% | 0.09% | 483 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 1,013 | 210 | 0.14% | 0.24% | 484 | -736 | -42.08% | Q1 2026 | Apr 28, 2026 |
| Daviman Financial, LLC | History | Added to | 1,005 | 209 | 0.12% | 0.12% | 485 | +81 | 8.77% | Q1 2026 | Apr 23, 2026 |
| HighPoint Advisor Group LLC | History | New | 1,000 | 208 | 0.01% | — | 487 | +1,000 | New | Q1 2026 | May 14, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 929 | 208 | 0.13% | 0.13% | 486 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 993 | 206 | 0.03% | 0.03% | 488 | -60 | -5.7% | Q1 2026 | Apr 24, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 975 | 202 | 0.0% | 0.0% | 489 | +70 | 7.73% | Q1 2026 | May 11, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 972 | 202 | 0.12% | 0.15% | 490 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 968 | 201 | 0.0% | 0.0% | 491 | -173 | -15.16% | Q1 2026 | Apr 10, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 969 | 201 | 0.03% | 0.03% | 492 | +47 | 5.1% | Q1 2026 | Apr 28, 2026 |
| Marmo Financial Group, LLC | History | Added to | 968 | 201 | 0.1% | 0.1% | 493 | +1 | 0.1% | Q1 2026 | Apr 23, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 966 | 200 | 0.03% | 0.04% | 494 | -50 | -4.92% | Q1 2026 | Apr 17, 2026 |
| Mascoma Wealth Management LLC | History | No change | 922 | 191 | 0.04% | 0.04% | 495 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WealthShield Partners, LLC | History | Reduced | 913 | 189 | 0.02% | 0.02% | 496 | -66 | -6.74% | Q1 2026 | May 01, 2026 |
| North Star Investment Management Corp. | History | No change | 890 | 185 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 876 | 182 | 0.02% | 0.02% | 498 | -30 | -3.31% | Q1 2026 | Apr 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 837 | 174 | 0.05% | 0.06% | 499 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stone House Investment Management, LLC | History | No change | 829 | 172 | 0.03% | 0.03% | 500 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 810 | 168 | 0.02% | 0.03% | 501 | -225 | -21.74% | Q1 2026 | Apr 17, 2026 |
| HOWE & RUSLING INC | History | Reduced | 779 | 162 | 0.01% | 0.01% | 502 | -101 | -11.48% | Q1 2026 | Apr 28, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 760 | 158 | 0.01% | 0.01% | 503 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Added to | 750 | 157 | 0.03% | 0.03% | 505 | +372 | 98.41% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 702 | 157 | 0.01% | 0.01% | 504 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Advisors | History | No change | 731 | 152 | 0.01% | 0.01% | 506 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 715 | 148 | 0.0% | 0.0% | 507 | -180 | -20.11% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 690 | 143 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 653 | 136 | 0.0% | 0.0% | 509 | +518 | 383.7% | Q1 2026 | May 01, 2026 |
| Financial Management Professionals, Inc. | History | No change | 648 | 134 | 0.02% | 0.01% | 510 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Financial Management LLC | History | No change | 643 | 133 | 0.12% | 0.14% | 511 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Main Street Group, LTD | History | New | 606 | 126 | 0.04% | — | 513 | +606 | New | Q1 2026 | May 06, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 609 | 126 | 0.01% | 0.02% | 512 | -43 | -6.6% | Q1 2026 | Apr 14, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 544 | 113 | 0.03% | 0.05% | 514 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LRI Investments, LLC | History | No change | 537 | 111 | 0.01% | 0.01% | 515 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 545 | 108 | 0.0% | 0.0% | 516 | +62 | 12.84% | Q1 2026 | May 15, 2026 |
| COUNTRY TRUST BANK | History | New | 500 | 104 | 0.0% | — | 517 | +500 | New | Q1 2026 | Apr 10, 2026 |
| DAGCO, INC. | History | No change | 463 | 96 | 0.02% | 0.02% | 518 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| High Note Wealth, LLC | History | No change | 450 | 93 | 0.02% | 0.02% | 519 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 438 | 91 | 0.0% | 0.0% | 520 | -68 | -13.44% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | No change | 432 | 89 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 410 | 85 | 0.0% | — | 522 | +410 | New | Q1 2026 | Apr 29, 2026 |
| Merrithew & Thorsten Inc | History | No change | 401 | 83 | 0.08% | 0.1% | 523 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 395 | 82 | 0.03% | 0.02% | 524 | +152 | 62.55% | Q1 2026 | Apr 23, 2026 |
| Motiv8 Investments LLC | History | No change | 360 | 81 | 0.04% | 0.04% | 525 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 359 | 74 | 0.0% | 0.0% | 526 | +229 | 176.15% | Q1 2026 | Apr 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 355 | 73 | 0.0% | 0.0% | 527 | -841 | -70.32% | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 348 | 73 | 0.0% | 0.0% | 528 | -9 | -2.52% | Q1 2026 | Apr 27, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 349 | 72 | 0.01% | 0.01% | 529 | -16 | -4.38% | Q1 2026 | Apr 15, 2026 |
| HM PAYSON & CO | History | Added to | 344 | 71 | 0.0% | 0.0% | 530 | +21 | 6.5% | Q1 2026 | Apr 13, 2026 |
| Caldwell Trust Co | History | No change | 346 | 71 | 0.01% | 0.01% | 531 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 340 | 70 | 0.03% | 0.03% | 532 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO | History | No change | 312 | 66 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 317 | 65 | 0.06% | 0.07% | 534 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Caitlin John, LLC | History | No change | 310 | 64 | 0.04% | 0.05% | 535 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 300 | 62 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Colonial Trust Co / SC | History | No change | 300 | 62 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 300 | 62 | 0.01% | 0.01% | 538 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 295 | 61 | 0.02% | 0.02% | 539 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 266 | 55 | 0.0% | — | 542 | +266 | New | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | No change | 268 | 55 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 265 | 55 | 0.01% | 0.01% | 541 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 261 | 54 | 0.0% | 0.01% | 543 | -118 | -31.13% | Q1 2026 | Apr 14, 2026 |
| MidFirst Bank | History | Reduced | 260 | 54 | 0.0% | 0.01% | 544 | -65 | -20.0% | Q1 2026 | May 15, 2026 |
| United Community Bank | History | Reduced | 250 | 52 | 0.02% | 0.04% | 545 | -250 | -50.0% | Q1 2026 | Apr 24, 2026 |
| Holos Integrated Wealth LLC | History | New | 240 | 51 | 0.03% | — | 547 | +240 | New | Q1 2026 | Apr 08, 2026 |
| Dunhill Financial, LLC | History | No change | 245 | 51 | 0.01% | 0.01% | 546 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 216 | 44 | 0.02% | — | 548 | +216 | New | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | Reduced | 210 | 43 | 0.0% | 0.0% | 550 | -13 | -5.83% | Q1 2026 | May 05, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 210 | 43 | 0.01% | 0.01% | 549 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 206 | 42 | 0.0% | 0.0% | 551 | +20 | 10.75% | Q1 2026 | Apr 28, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 201 | 41 | 0.02% | 0.02% | 552 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 178 | 39 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 176 | 36 | 0.0% | 0.0% | 554 | +90 | 104.65% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 168 | 35 | 0.0% | 0.0% | 555 | +13 | 8.39% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 165 | 34 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 159 | 33 | 0.01% | 0.01% | 557 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| IFG Advisory, LLC | History | New | 144 | 29 | 0.08% | — | 558 | +144 | New | Q1 2026 | May 12, 2026 |
| Opal Wealth Advisors, LLC | History | New | 138 | 28 | 0.01% | — | 560 | +138 | New | Q1 2026 | Apr 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 133 | 28 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HighMark Wealth Management LLC | History | No change | 132 | 27 | 0.01% | 0.01% | 561 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Graney & King, LLC | History | No change | 132 | 27 | 0.01% | 0.02% | 562 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Financial Life Planners | History | New | 114 | 23 | 0.02% | — | 563 | +114 | New | Q1 2026 | Apr 24, 2026 |
| Roxbury Financial LLC | History | No change | 106 | 22 | 0.02% | 0.02% | 564 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Planning Group LLC | History | New | 83 | 21 | 0.0% | — | 565 | +83 | New | Q1 2026 | May 06, 2026 |
| Truvestments Capital LLC | History | New | 95 | 19 | 0.0% | — | 567 | +95 | New | Q1 2026 | May 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 96 | 19 | 0.01% | 0.01% | 566 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Evergreen Advisors, LLC | History | New | 87 | 18 | 0.0% | — | 570 | +87 | New | Q1 2026 | May 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 89 | 18 | 0.0% | 0.0% | 568 | +1 | 1.14% | Q1 2026 | May 06, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 89 | 18 | 0.01% | 0.01% | 569 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ascentis Independent Advisors | History | New | 79 | 16 | 0.0% | — | 574 | +79 | New | Q1 2026 | Apr 28, 2026 |
| Operose Advisors LLC | History | New | 77 | 16 | 0.0% | — | 575 | +77 | New | Q1 2026 | May 12, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 78 | 16 | 0.01% | 0.01% | 572 | +15 | 23.81% | Q1 2026 | May 11, 2026 |
| Princeton Global Asset Management LLC | History | No change | 77 | 16 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Key Capital Management, INC | History | No change | 77 | 16 | 0.01% | 0.02% | 573 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 77 | 15 | 0.0% | 0.0% | 576 | -91 | -54.17% | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 73 | 15 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capital Investment Counsel, Inc | History | No change | 73 | 15 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Meramec Financial Planners, LLC | History | New | 59 | 14 | 0.01% | — | 581 | +59 | New | Q1 2026 | Apr 27, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 70 | 14 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ORG Partners LLC | History | No change | 64 | 14 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kilter Group LLC | History | No change | 65 | 13 | 0.01% | 0.01% | 582 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 54 | 11 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CKW FINANCIAL GROUP | History | No change | 50 | 11 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 56 | 11 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Gen-Wealth Partners Inc | History | No change | 57 | 11 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JNBA Financial Advisors | History | New | 49 | 10 | 0.0% | — | 589 | +49 | New | Q1 2026 | Apr 22, 2026 |
| Crewe Advisors LLC | History | No change | 51 | 10 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Valued Wealth Advisors LLC | History | No change | 50 | 10 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 45 | 9 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DecisionPoint Financial, LLC | History | No change | 46 | 9 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 44 | 9 | 0.01% | 0.01% | 592 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BESSEMER GROUP INC | History | New | 30 | 6 | 0.0% | — | 599 | +30 | New | Q1 2026 | May 06, 2026 |
| Triumph Capital Management | History | New | 30 | 6 | 0.0% | — | 600 | +30 | New | Q1 2026 | May 13, 2026 |
| PFS Partners, LLC | History | Added to | 31 | 6 | 0.0% | 0.0% | 597 | +1 | 3.33% | Q1 2026 | Apr 09, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 26 | 6 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tower View Wealth Management LLC | History | No change | 30 | 6 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 29 | 6 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 27 | 6 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 32 | 6 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 27 | 5 | 0.0% | 0.0% | 603 | -2,561 | -98.96% | Q1 2026 | May 13, 2026 |
| Strategic Advocates LLC | History | Reduced | 25 | 5 | 0.02% | 0.01% | 602 | -222 | -89.88% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 25 | 5 | 0.0% | 0.0% | 601 | -5 | -16.67% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 23 | 4 | 0.0% | 0.0% | 604 | -17 | -42.5% | Q1 2026 | May 14, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 23 | 4 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Napier Financial, LLC | History | New | 19 | 3 | 0.0% | — | 609 | +19 | New | Q1 2026 | May 05, 2026 |
| First Command Advisory Services, Inc. | History | New | 17 | 3 | 0.0% | — | 608 | +17 | New | Q1 2026 | May 07, 2026 |
| Rialto Wealth Management, LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 16 | 3 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tidemark, LLC | History | New | 14 | 2 | 0.0% | — | 612 | +14 | New | Q1 2026 | May 07, 2026 |
| Founders Capital Management | History | No change | 12 | 2 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Vision Retirement, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ST GERMAIN D J CO INC | History | New | 8 | 1 | 0.0% | — | 614 | +8 | New | Q1 2026 | Apr 13, 2026 |
| Trust Co | History | No change | 9 | 1 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Closed out | 0 | 0 | — | 0.2% | — | -104,900 | -100.0% | Q1 2026 | May 05, 2026 |
| Bellwether Advisors, LLC | History | Closed out | 0 | 0 | — | 1.85% | — | -51,511 | -100.0% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -36,217 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Buttonwood Financial Group, LLC | History | Closed out | 0 | 0 | — | 1.32% | — | -10,924 | -100.0% | Q1 2026 | Apr 15, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,735 | -100.0% | Q1 2026 | May 14, 2026 |
| Applied Capital LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -4,912 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,820 | -100.0% | Q1 2026 | May 04, 2026 |
| Fulcrum Equity Management | History | Closed out | 0 | 0 | — | 0.76% | — | -3,547 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Tradewinds Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,659 | -100.0% | Q1 2026 | Apr 14, 2026 |
| FORMULATE FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.67% | — | -2,537 | -100.0% | Q1 2026 | Apr 29, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -2,367 | -100.0% | Q1 2026 | May 15, 2026 |
| Eldridge Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -2,204 | -100.0% | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,153 | -100.0% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,946 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,889 | -100.0% | Q1 2026 | May 01, 2026 |
| Ballast Rock Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -1,605 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,590 | -100.0% | Q1 2026 | May 04, 2026 |
| Riggs Asset Managment Co. Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -1,532 | -100.0% | Q1 2026 | May 11, 2026 |
| ArborFi Advisors, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -1,424 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Clark Capital Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,352 | -100.0% | Q1 2026 | May 15, 2026 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.02% | — | -1,346 | -100.0% | Q1 2026 | May 07, 2026 |
| Thrive Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,156 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Corps Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -1,124 | -100.0% | Q1 2026 | May 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,112 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Soundwatch Capital LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,096 | -100.0% | Q1 2026 | May 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -1,064 | -100.0% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -992 | -100.0% | Q1 2026 | May 14, 2026 |
| Charter Oak Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -946 | -100.0% | Q1 2026 | Apr 24, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -945 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Carnegie Investment Counsel | History | Closed out | 0 | 0 | — | 0.0% | — | -939 | -100.0% | Q1 2026 | May 01, 2026 |
| MONECO ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -936 | -100.0% | Q1 2026 | May 07, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -934 | -100.0% | Q1 2026 | May 12, 2026 |
| M3 Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -910 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Closed out | 0 | 0 | — | 0.01% | — | -904 | -100.0% | Q1 2026 | May 12, 2026 |
| Legacy Edge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -904 | -100.0% | Q1 2026 | May 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -901 | -100.0% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q1 2026 | May 14, 2026 |
| Fiduciary Alliance LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -898 | -100.0% | Q1 2026 | Apr 20, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -872 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.05% | — | -635 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -164 | -100.0% | Q1 2026 | May 06, 2026 |
| Bank of New Hampshire | History | Closed out | 0 | 0 | — | 0.01% | — | -159 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 14, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -133 | -100.0% | Q1 2026 | May 15, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 08, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | May 04, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q1 2026 | May 21, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 11, 2026 |
| Activest Wealth Management | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 15, 2026 |
| Front Row Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 19, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |