FIRST TRUST EXCHANGE-TRADED FUND VII - FTGC
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.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 21,825,658 | 626,614 | 0.12% | 0.09% | 1 | +298,618 | 1.39% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 10,531,074 | 302,347 | 0.02% | 0.01% | 2 | +584,399 | 5.88% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 3,336,767 | 95,798 | 0.03% | 0.02% | 3 | +823,276 | 32.75% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,567,531 | 45,003 | 0.01% | 0.01% | 4 | +148,098 | 10.43% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,448,130 | 41,575 | 0.01% | 0.01% | 5 | +74,812 | 5.45% | Q1 2026 | May 05, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 1,326,001 | 38,069 | 1.18% | 0.67% | 6 | +389,086 | 41.53% | Q1 2026 | Apr 24, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 1,132,749 | 32,521 | 1.71% | 1.18% | 7 | +187,780 | 19.87% | Q1 2026 | Apr 13, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | New | 1,111,300 | 31,883 | 0.86% | — | 8 | +1,111,300 | New | Q1 2026 | Apr 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,076,967 | 30,919 | 0.01% | 0.01% | 9 | +201,824 | 23.06% | Q1 2026 | May 14, 2026 |
| Carrera Capital Advisors | History | Reduced | 1,062,964 | 30,517 | 4.7% | 4.18% | 10 | -8,195 | -0.77% | Q1 2026 | May 04, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 1,042,226 | 29,922 | 3.71% | 1.32% | 11 | +587,805 | 129.35% | Q1 2026 | May 04, 2026 |
| Csenge Advisory Group | History | Reduced | 852,829 | 24,484 | 1.12% | 0.91% | 12 | -16,852 | -1.94% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 762,562 | 21,893 | 0.01% | 0.0% | 13 | +148,683 | 24.22% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 722,567 | 20,745 | 0.05% | 0.04% | 14 | +146,162 | 25.36% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 721,249 | 20,707 | 0.01% | 0.01% | 15 | -26,593 | -3.56% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 717,306 | 20,651 | 0.1% | 0.08% | 16 | +18,394 | 2.63% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 658,870 | 18,916 | 0.03% | 0.02% | 17 | -53,971 | -7.57% | Q1 2026 | Apr 27, 2026 |
| Valmark Advisers, Inc. | History | Added to | 619,499 | 17,785 | 0.21% | 0.17% | 18 | +20,844 | 3.48% | Q1 2026 | May 01, 2026 |
| HighPoint Advisor Group LLC | History | New | 605,971 | 17,397 | 0.73% | — | 19 | +605,971 | New | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 572,748 | 16,444 | 0.02% | 0.02% | 20 | +60,682 | 11.85% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Added to | 564,778 | 16,214 | 3.82% | 2.17% | 21 | +187,798 | 49.82% | Q1 2026 | May 06, 2026 |
| Bison Wealth, LLC | History | Added to | 480,376 | 14,627 | 1.41% | 1.45% | 22 | +29,450 | 6.53% | Q1 2026 | May 15, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 493,104 | 14,157 | 7.79% | 6.59% | 23 | -21,102 | -4.1% | Q1 2026 | Apr 22, 2026 |
| Financial Enhancement Group LLC | History | Added to | 479,942 | 13,572 | 1.68% | 1.54% | 24 | +794 | 0.17% | Q1 2026 | Apr 20, 2026 |
| Cetera Investment Advisers | History | Added to | 472,312 | 13,560 | 0.01% | 0.01% | 25 | +46,246 | 10.85% | Q1 2026 | May 13, 2026 |
| My Portfolio Guide, LLC | History | New | 401,156 | 11,516 | 6.37% | — | 26 | +401,156 | New | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 396,135 | 11,285 | 0.11% | 0.08% | 27 | +81,291 | 25.82% | Q1 2026 | Apr 07, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 376,660 | 10,813 | 1.47% | 0.84% | 28 | +119,876 | 46.68% | Q1 2026 | Apr 14, 2026 |
| LexAurum Advisors, LLC | History | New | 355,135 | 10,195 | 1.32% | — | 29 | +355,135 | New | Q1 2026 | Apr 13, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 345,477 | 9,844 | 0.38% | 0.3% | 30 | +32,488 | 10.38% | Q1 2026 | Apr 24, 2026 |
| Solitude Financial Services | History | Reduced | 336,336 | 9,646 | 2.85% | 2.59% | 31 | -2,339 | -0.69% | Q1 2026 | Apr 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 335,844 | 9,642 | 0.1% | 0.03% | 32 | +224,552 | 201.77% | Q1 2026 | Apr 20, 2026 |
| Petix & Botte Co | History | Reduced | 331,007 | 9,503 | 2.12% | 1.88% | 33 | -26,217 | -7.34% | Q1 2026 | Apr 30, 2026 |
| Summit Financial, LLC | History | Added to | 320,149 | 9,191 | 0.12% | 0.03% | 34 | +218,086 | 213.68% | Q1 2026 | May 15, 2026 |
| PSI Advisors, LLC | History | New | 319,821 | 9,182 | 2.2% | — | 35 | +319,821 | New | Q1 2026 | May 14, 2026 |
| Choice Wealth Advisors LLC | History | Reduced | 291,759 | 8,376 | 3.29% | 2.72% | 36 | -4,321 | -1.46% | Q1 2026 | Apr 08, 2026 |
| NewSquare Capital LLC | History | New | 285,877 | 8,207 | 0.71% | — | 37 | +285,877 | New | Q1 2026 | May 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 268,549 | 7,710 | 0.29% | 0.22% | 38 | +22,969 | 9.35% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 252,847 | 7,259 | 0.03% | 0.01% | 39 | +110,736 | 77.92% | Q1 2026 | Apr 30, 2026 |
| London & Capital Asset Management Ltd | History | Added to | 237,819 | 6,825 | 0.07% | 0.05% | 40 | +11,874 | 5.26% | Q1 2026 | May 15, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 226,821 | 6,512 | 2.03% | 1.14% | 41 | +68,423 | 43.2% | Q1 2026 | May 01, 2026 |
| Mainsail Financial Group, LLC | History | Reduced | 226,711 | 6,508 | 2.71% | 4.13% | 42 | -200,238 | -46.9% | Q1 2026 | Apr 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 209,136 | 6,004 | 0.1% | 0.08% | 43 | -7,285 | -3.37% | Q1 2026 | Apr 14, 2026 |
| Chicago Wealth Management, Inc. | History | New | 208,195 | 5,977 | 2.39% | — | 44 | +208,195 | New | Q1 2026 | May 11, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 206,838 | 5,938 | 1.16% | 1.48% | 45 | -107,862 | -34.27% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Added to | 193,199 | 5,546 | 0.01% | 0.01% | 46 | +47,104 | 32.24% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 188,974 | 5,425 | 0.01% | 0.0% | 47 | +120,367 | 175.44% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 184,258 | 5,290 | 0.03% | 0.02% | 48 | +65,342 | 54.95% | Q1 2026 | May 05, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 177,415 | 5,093 | 0.86% | — | 49 | +177,415 | New | Q1 2026 | Apr 30, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 167,778 | 4,816 | 0.63% | 0.46% | 50 | +25,461 | 17.89% | Q1 2026 | Apr 28, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 161,648 | 4,640 | 0.36% | 0.27% | 51 | +19,171 | 13.46% | Q1 2026 | Apr 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 153,218 | 4,398 | 0.23% | 0.17% | 52 | +14,084 | 10.12% | Q1 2026 | Apr 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 147,781 | 4,242 | 0.03% | — | 53 | +147,781 | New | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 144,969 | 4,162 | 0.26% | 0.19% | 54 | +11,241 | 8.41% | Q1 2026 | May 15, 2026 |
| Climber Capital SA | History | New | 145,633 | 4,072 | 2.67% | — | 55 | +145,633 | New | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 137,834 | 3,957 | 0.01% | 0.01% | 56 | +16,587 | 13.68% | Q1 2026 | Apr 22, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 133,041 | 3,819 | 0.0% | 0.0% | 57 | +43,570 | 48.7% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | New | 133,003 | 3,818 | 0.14% | — | 58 | +133,003 | New | Q1 2026 | Apr 20, 2026 |
| WIN ADVISORS, INC | History | New | 127,600 | 3,663 | 1.68% | — | 59 | +127,600 | New | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 140,555 | 3,650 | 0.17% | 0.02% | 60 | -68,746 | -32.85% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 123,690 | 3,551 | 0.0% | 0.0% | 61 | +8,957 | 7.81% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 122,446 | 3,515 | 0.0% | 0.0% | 62 | +16,274 | 15.33% | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Added to | 121,220 | 3,480 | 0.01% | 0.0% | 63 | +17,676 | 17.07% | Q1 2026 | May 06, 2026 |
| Guided Capital Wealth Management, LLC | History | New | 118,641 | 3,406 | 2.25% | — | 64 | +118,641 | New | Q1 2026 | Apr 30, 2026 |
| Quadrature Capital Ltd | History | New | 118,384 | 3,398 | 0.04% | — | 65 | +118,384 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 109,127 | 3,133 | 0.05% | 0.05% | 66 | +12,361 | 12.77% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 98,970 | 2,841 | 0.03% | 0.01% | 67 | +56,260 | 131.73% | Q1 2026 | May 12, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 96,719 | 2,776 | 0.57% | 0.49% | 68 | +145 | 0.15% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 96,501 | 2,770 | 0.11% | 0.08% | 69 | +8,338 | 9.46% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 96,471 | 2,755 | 0.0% | 0.0% | 70 | +31,986 | 49.6% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 89,459 | 2,568 | 0.0% | 0.0% | 71 | -8,954 | -9.1% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 88,866 | 2,551 | 0.01% | 0.01% | 72 | +50,184 | 129.73% | Q1 2026 | May 13, 2026 |
| Moment Partners, LLC | History | New | 84,602 | 2,428 | 0.43% | — | 73 | +84,602 | New | Q1 2026 | May 04, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 84,342 | 2,421 | 0.3% | 0.31% | 74 | -23,221 | -21.59% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 84,170 | 2,416 | 0.01% | 0.02% | 75 | -19,494 | -18.8% | Q1 2026 | May 15, 2026 |
| Corundum Group, Inc. | History | Added to | 83,201 | 2,388 | 0.8% | 0.55% | 76 | +12,750 | 18.1% | Q1 2026 | Apr 20, 2026 |
| Mutual Advisors, LLC | History | Added to | 82,094 | 2,356 | 0.05% | 0.02% | 77 | +34,422 | 72.21% | Q1 2026 | May 01, 2026 |
| Equitable Holdings, Inc. | History | Added to | 98,495 | 2,288 | 0.01% | 0.01% | 78 | +23,458 | 31.26% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 76,618 | 2,199 | 0.02% | 0.01% | 79 | -3,545 | -4.42% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 71,708 | 2,058 | 0.0% | 0.0% | 80 | +5,249 | 7.9% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 71,573 | 2,054 | 0.03% | 0.02% | 81 | +1,965 | 2.82% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 70,583 | 2,026 | 0.01% | 0.0% | 82 | -5,064 | -6.69% | Q1 2026 | May 04, 2026 |
| Western Wealth Management, LLC | History | Added to | 70,567 | 2,025 | 0.07% | 0.07% | 83 | +1,068 | 1.54% | Q1 2026 | May 19, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | New | 70,177 | 2,014 | 0.88% | — | 84 | +70,177 | New | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 68,687 | 1,972 | 0.02% | 0.02% | 85 | -726 | -1.05% | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | Reduced | 68,092 | 1,954 | 0.01% | 0.01% | 86 | -1,544 | -2.22% | Q1 2026 | Apr 24, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | New | 67,412 | 1,935 | 1.98% | — | 87 | +67,412 | New | Q1 2026 | Apr 21, 2026 |
| Gerald Baker Financial Group LLC | History | New | 61,383 | 1,762 | 0.56% | — | 88 | +61,383 | New | Q1 2026 | May 06, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 60,147 | 1,726 | 0.44% | 0.43% | 89 | -5,122 | -7.85% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | New | 59,468 | 1,707 | 0.0% | — | 90 | +59,468 | New | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 58,951 | 1,702 | 0.0% | 0.0% | 91 | +25,915 | 78.44% | Q1 2026 | Apr 08, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 58,679 | 1,684 | 0.37% | 0.3% | 92 | -678 | -1.14% | Q1 2026 | May 21, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 55,664 | 1,598 | 0.03% | 0.03% | 93 | -5,624 | -9.18% | Q1 2026 | May 18, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 53,257 | 1,529 | 1.01% | 0.77% | 94 | +3,621 | 7.3% | Q1 2026 | May 13, 2026 |
| Copia Wealth Management | History | Added to | 52,754 | 1,514 | 1.04% | 0.42% | 95 | +27,353 | 107.68% | Q1 2026 | May 04, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 49,908 | 1,432 | 0.91% | 0.89% | 96 | -6,320 | -11.24% | Q1 2026 | Apr 23, 2026 |
| Sargent Investment Group, LLC | History | Added to | 49,641 | 1,425 | 0.19% | 0.14% | 97 | +837 | 1.72% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 48,694 | 1,398 | 0.0% | 0.0% | 98 | +4,755 | 10.82% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 48,600 | 1,395 | 0.0% | 0.0% | 99 | +11,500 | 31.0% | Q1 2026 | May 14, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 48,610 | 1,395 | 0.36% | 0.31% | 100 | -3,043 | -5.89% | Q1 2026 | Apr 08, 2026 |
| DAVENPORT & Co LLC | History | New | 48,529 | 1,393 | 0.01% | — | 101 | +48,529 | New | Q1 2026 | Apr 15, 2026 |
| Center For Asset Management LLC | History | Added to | 47,003 | 1,349 | 0.67% | 0.52% | 102 | +4,444 | 10.44% | Q1 2026 | Apr 16, 2026 |
| RFG Advisory, LLC | History | Added to | 46,326 | 1,330 | 0.02% | 0.01% | 103 | +12,426 | 36.65% | Q1 2026 | Apr 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 46,032 | 1,321 | 0.1% | 0.07% | 104 | +7,441 | 19.28% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 55,587 | 1,291 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 44,886 | 1,288 | 0.5% | 0.31% | 106 | +10,238 | 29.55% | Q1 2026 | Apr 21, 2026 |
| Composition Wealth, LLC | History | Reduced | 44,658 | 1,282 | 0.02% | 0.02% | 107 | -7,530 | -14.43% | Q1 2026 | Apr 08, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 43,589 | 1,251 | 0.25% | — | 108 | +43,589 | New | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 42,944 | 1,232 | 0.01% | 0.02% | 109 | -8,836 | -17.06% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 42,947 | 1,232 | 0.03% | 0.06% | 110 | -8,833 | -17.06% | Q1 2026 | Apr 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 40,533 | 1,163 | 0.02% | 0.01% | 111 | +8,894 | 28.11% | Q1 2026 | May 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 40,427 | 1,160 | 0.07% | 0.06% | 112 | +3,014 | 8.06% | Q1 2026 | Apr 27, 2026 |
| Certified Advisory Corp | History | Added to | 40,062 | 1,150 | 0.1% | 0.08% | 113 | +4,063 | 11.29% | Q1 2026 | Apr 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 38,902 | 1,116 | 0.05% | 0.01% | 114 | +25,895 | 199.09% | Q1 2026 | Apr 28, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 38,175 | 1,095 | 0.23% | 0.14% | 115 | +7,997 | 26.5% | Q1 2026 | Apr 13, 2026 |
| ARWA LLC | History | New | 38,727 | 1,094 | 0.54% | — | 116 | +38,727 | New | Q1 2026 | Apr 13, 2026 |
| Aspect Partners, LLC | History | Reduced | 37,951 | 1,089 | 0.45% | 0.57% | 117 | -18,601 | -32.89% | Q1 2026 | Apr 02, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 37,522 | 1,077 | 0.27% | 0.09% | 118 | +22,340 | 147.15% | Q1 2026 | Apr 09, 2026 |
| Traction Financial Partners, LLC | History | New | 36,799 | 1,056 | 0.65% | — | 119 | +36,799 | New | Q1 2026 | May 14, 2026 |
| MTM Investment Management, LLC | History | Added to | 36,557 | 1,049 | 0.33% | 0.25% | 120 | +2,569 | 7.56% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 36,423 | 1,045 | 0.01% | 0.01% | 121 | -2,063 | -5.36% | Q1 2026 | Apr 23, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 35,516 | 1,019 | 0.02% | 0.02% | 122 | +5,697 | 19.11% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 34,129 | 979 | 0.0% | 0.0% | 123 | +2,069 | 6.45% | Q1 2026 | May 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 32,050 | 920 | 0.01% | 0.01% | 124 | +3,721 | 13.13% | Q1 2026 | Apr 28, 2026 |
| Stablepoint Partners, LLC | History | Added to | 32,001 | 918 | 0.14% | 0.1% | 125 | +5,200 | 19.4% | Q1 2026 | Apr 30, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 30,345 | 871 | 0.03% | 0.02% | 126 | -243 | -0.79% | Q1 2026 | Apr 14, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Added to | 30,265 | 868 | 0.48% | 0.28% | 127 | +8,881 | 41.53% | Q1 2026 | Apr 27, 2026 |
| Waterfront Wealth Inc. | History | No change | 30,124 | 864 | 0.16% | 0.14% | 128 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| STEPHENS INC /AR/ | History | New | 29,296 | 841 | 0.01% | — | 129 | +29,296 | New | Q1 2026 | Apr 28, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 27,921 | 801 | 0.01% | — | 130 | +27,921 | New | Q1 2026 | May 01, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 25,811 | 741 | 0.05% | — | 131 | +25,811 | New | Q1 2026 | Apr 20, 2026 |
| Bank of New York Mellon Corp | History | Added to | 24,328 | 698 | 0.0% | 0.0% | 132 | +13,304 | 120.68% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 24,046 | 690 | 0.0% | — | 133 | +24,046 | New | Q1 2026 | May 15, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Reduced | 23,878 | 685 | 0.04% | 0.03% | 134 | -4,000 | -14.35% | Q1 2026 | May 15, 2026 |
| Harvest Investment Services, LLC | History | Added to | 23,872 | 685 | 0.13% | 0.1% | 135 | +307 | 1.3% | Q1 2026 | May 14, 2026 |
| City Center Advisors, LLC | History | Added to | 23,803 | 683 | 0.63% | 0.41% | 136 | +4,625 | 24.12% | Q1 2026 | Apr 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 23,619 | 678 | 0.02% | 0.01% | 137 | +1,632 | 7.42% | Q1 2026 | May 11, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 23,073 | 662 | 0.25% | 0.2% | 138 | -93 | -0.4% | Q1 2026 | May 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 22,746 | 653 | 0.04% | 0.02% | 139 | +8,815 | 63.28% | Q1 2026 | Apr 30, 2026 |
| Concorde Asset Management, LLC | History | No change | 27,432 | 637 | 0.25% | 0.25% | 140 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 22,042 | 632 | 0.11% | 0.1% | 141 | -494 | -2.19% | Q1 2026 | Apr 22, 2026 |
| Magnus Financial Group LLC | History | Added to | 21,817 | 626 | 0.05% | 0.04% | 142 | +16 | 0.07% | Q1 2026 | Apr 10, 2026 |
| Envision Financial LLC | History | Reduced | 20,761 | 596 | 0.32% | 0.34% | 143 | -6,945 | -25.07% | Q1 2026 | Apr 16, 2026 |
| Belpointe Asset Management LLC | History | Added to | 20,743 | 595 | 0.02% | 0.02% | 144 | +2,832 | 15.81% | Q1 2026 | Apr 28, 2026 |
| Gateway Wealth Partners, LLC | History | New | 20,322 | 583 | 0.02% | — | 147 | +20,322 | New | Q1 2026 | May 15, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 20,334 | 583 | 0.04% | 0.05% | 145 | -13,474 | -39.85% | Q1 2026 | Apr 14, 2026 |
| E&G Advisors, LP | History | Added to | 20,311 | 583 | 0.13% | 0.1% | 146 | +1,500 | 7.97% | Q1 2026 | Apr 21, 2026 |
| Kovack Advisors, Inc. | History | Added to | 20,291 | 578 | 0.03% | 0.02% | 148 | +248 | 1.24% | Q1 2026 | May 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 19,985 | 573 | 0.03% | 0.02% | 149 | +2,866 | 16.74% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | New | 19,275 | 553 | 0.0% | — | 150 | +19,275 | New | Q1 2026 | May 13, 2026 |
| Headland Capital, LLC | History | Reduced | 19,011 | 545 | 0.15% | 0.13% | 151 | -441 | -2.27% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Reduced | 18,659 | 535 | 0.0% | 0.0% | 152 | -663 | -3.43% | Q1 2026 | Apr 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 18,597 | 533 | 0.04% | 0.03% | 153 | +1,709 | 10.12% | Q1 2026 | Apr 30, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 22,971 | 533 | 0.69% | 0.69% | 154 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 18,101 | 511 | 0.14% | 0.13% | 155 | -1,181 | -6.12% | Q1 2026 | Apr 08, 2026 |
| Savvy Advisors, Inc. | History | New | 17,693 | 507 | 0.01% | — | 156 | +17,693 | New | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 17,535 | 503 | 0.02% | — | 158 | +17,535 | New | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 17,549 | 503 | 0.01% | 0.01% | 157 | -1,247 | -6.63% | Q1 2026 | May 15, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 17,229 | 494 | 0.06% | 0.06% | 159 | -1,284 | -6.94% | Q1 2026 | Apr 27, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 17,072 | 490 | 0.04% | 0.03% | 160 | +693 | 4.23% | Q1 2026 | Apr 08, 2026 |
| MASECO LLP | History | No change | 17,060 | 489 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 17,081 | 486 | 0.02% | 0.02% | 162 | -774 | -4.33% | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | No change | 16,571 | 475 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Proactive Wealth Strategies LLC | History | New | 15,918 | 457 | 0.09% | — | 164 | +15,918 | New | Q1 2026 | Apr 29, 2026 |
| Americana Partners, LLC | History | Added to | 15,327 | 440 | 0.01% | 0.01% | 165 | +3,577 | 30.44% | Q1 2026 | May 12, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 15,152 | 434 | 0.2% | 0.16% | 166 | +102 | 0.68% | Q1 2026 | May 13, 2026 |
| Strategic Financial Concepts, LLC | History | New | 14,987 | 430 | 0.11% | — | 167 | +14,987 | New | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 14,971 | 429 | 0.01% | 0.01% | 168 | -1,709 | -10.25% | Q1 2026 | Apr 23, 2026 |
| tru Independence LLC | History | Reduced | 14,625 | 419 | 0.21% | 0.09% | 169 | -1,072 | -6.83% | Q1 2026 | Apr 22, 2026 |
| Vontobel Holding Ltd. | History | Added to | 14,543 | 417 | 0.0% | 0.0% | 170 | +3,426 | 30.82% | Q1 2026 | May 08, 2026 |
| TMB Capital Partners, LLC | History | Added to | 14,546 | 417 | 0.14% | 0.1% | 171 | +1,364 | 10.35% | Q1 2026 | May 08, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 14,059 | 403 | 0.22% | 0.18% | 172 | -81 | -0.57% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 13,181 | 378 | 0.0% | 0.0% | 173 | +887 | 7.21% | Q1 2026 | Apr 16, 2026 |
| EPG Wealth Management LLC | History | Reduced | 13,064 | 375 | 0.1% | 0.08% | 174 | -517 | -3.81% | Q1 2026 | May 07, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 12,378 | 355 | 0.0% | 0.0% | 175 | -40 | -0.32% | Q1 2026 | May 08, 2026 |
| GeoWealth Management, LLC | History | Added to | 12,187 | 349 | 0.01% | 0.01% | 176 | +2,663 | 27.96% | Q1 2026 | May 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 12,105 | 347 | 0.05% | 0.04% | 177 | -26 | -0.21% | Q1 2026 | May 13, 2026 |
| Accel Wealth Management | History | Reduced | 12,032 | 345 | 0.09% | 0.09% | 179 | -2,066 | -14.65% | Q1 2026 | Apr 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 12,013 | 345 | 0.02% | 0.01% | 178 | +1,728 | 16.8% | Q1 2026 | May 18, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 11,995 | 344 | 0.15% | 0.15% | 180 | -3,404 | -22.11% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Added to | 11,851 | 340 | 0.0% | 0.0% | 181 | +106 | 0.9% | Q1 2026 | May 12, 2026 |
| Everest Financial Group LLC | History | New | 11,743 | 337 | 0.06% | — | 182 | +11,743 | New | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 11,702 | 335 | 0.0% | 0.0% | 183 | +2,982 | 34.2% | Q1 2026 | May 15, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 11,477 | 329 | 0.1% | 0.08% | 184 | +89 | 0.78% | Q1 2026 | Apr 16, 2026 |
| Park Square Financial Group, LLC | History | Added to | 10,810 | 310 | 2.35% | 1.45% | 186 | +598 | 5.86% | Q1 2026 | May 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 10,831 | 310 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 10,542 | 302 | 0.23% | 0.18% | 187 | -168 | -1.57% | Q1 2026 | Apr 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 10,298 | 295 | 0.0% | 0.0% | 188 | -1,640 | -13.74% | Q1 2026 | May 08, 2026 |
| Balefire, LLC | History | Reduced | 10,162 | 291 | 0.05% | 0.05% | 189 | -560 | -5.22% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 10,078 | 289 | 0.02% | 0.0% | 190 | +7,370 | 272.16% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 10,005 | 287 | 0.02% | 0.01% | 191 | +2,944 | 41.69% | Q1 2026 | Apr 13, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 9,782 | 280 | 0.17% | 0.14% | 192 | +50 | 0.51% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 9,745 | 279 | 0.0% | — | 195 | +9,745 | New | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 9,720 | 279 | 0.01% | 0.01% | 194 | -7,393 | -43.2% | Q1 2026 | May 15, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 9,745 | 279 | 0.04% | 0.03% | 193 | +473 | 5.1% | Q1 2026 | Apr 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,422 | 271 | 0.01% | 0.01% | 196 | +5 | 0.05% | Q1 2026 | Apr 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 9,283 | 266 | 0.01% | — | 197 | +9,283 | New | Q1 2026 | May 11, 2026 |
| Objective Capital Management, LLC | History | Added to | 9,085 | 260 | 0.26% | 0.21% | 198 | +34 | 0.38% | Q1 2026 | May 04, 2026 |
| Visionary Wealth Advisors | History | Reduced | 8,797 | 252 | 0.01% | 0.01% | 199 | -82 | -0.92% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | New | 8,758 | 251 | 0.0% | — | 200 | +8,758 | New | Q1 2026 | May 05, 2026 |
| Northwest Wealth Advisors, LLC | History | Reduced | 8,585 | 246 | 0.18% | 0.16% | 201 | -79 | -0.91% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 8,551 | 245 | 0.0% | 0.0% | 202 | -920 | -9.71% | Q1 2026 | May 14, 2026 |
| HANCOCK WHITNEY CORP | History | New | 8,164 | 242 | 0.0% | — | 203 | +8,164 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,233 | 237 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 8,227 | 236 | 0.04% | 0.03% | 205 | +774 | 10.39% | Q1 2026 | May 06, 2026 |
| FSM Wealth Advisors, LLC | History | New | 7,995 | 229 | 0.03% | — | 206 | +7,995 | New | Q1 2026 | Apr 27, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 7,879 | 226 | 0.01% | 0.01% | 207 | -981 | -11.07% | Q1 2026 | Apr 23, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 7,825 | 224 | 0.07% | 0.03% | 208 | +4,325 | 123.57% | Q1 2026 | Apr 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 7,762 | 222 | 0.01% | — | 209 | +7,762 | New | Q1 2026 | May 11, 2026 |
| SigFig Wealth Management, LLC | History | New | 7,722 | 221 | 0.01% | — | 210 | +7,722 | New | Q1 2026 | Apr 14, 2026 |
| Signal Advisors Wealth, LLC | History | New | 7,646 | 219 | 0.02% | — | 211 | +7,646 | New | Q1 2026 | Apr 17, 2026 |
| Nilsine Partners, LLC | History | New | 7,500 | 218 | 0.02% | — | 212 | +7,500 | New | Q1 2026 | Apr 29, 2026 |
| WEALTH EFFECTS LLC | History | New | 7,457 | 214 | 0.08% | — | 213 | +7,457 | New | Q1 2026 | Apr 21, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 7,409 | 212 | 0.02% | — | 214 | +7,409 | New | Q1 2026 | Apr 23, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | New | 7,215 | 207 | 0.09% | — | 215 | +7,215 | New | Q1 2026 | May 14, 2026 |
| Core Wealth Partners LLC | History | New | 7,183 | 206 | 0.1% | — | 216 | +7,183 | New | Q1 2026 | May 08, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | New | 7,130 | 204 | 0.02% | — | 217 | +7,130 | New | Q1 2026 | Apr 13, 2026 |
| Clark Capital Management Group, Inc. | History | New | 7,107 | 204 | 0.0% | — | 218 | +7,107 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,042 | 202 | 0.0% | 0.0% | 219 | -61 | -0.86% | Q1 2026 | Apr 13, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 7,059 | 202 | 0.05% | 0.04% | 220 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 6,646 | 190 | 0.01% | 0.0% | 221 | +1,172 | 21.41% | Q1 2026 | Apr 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 6,498 | 185 | 0.01% | 0.01% | 222 | +15 | 0.23% | Q1 2026 | May 01, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 4,758 | 136 | 0.0% | 0.0% | 223 | +4,136 | 664.95% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Reduced | 4,642 | 133 | 0.0% | 0.0% | 224 | -71 | -1.51% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,074 | 116 | 0.0% | 0.0% | 225 | +16 | 0.39% | Q1 2026 | May 06, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 3,503 | 100 | 0.07% | — | 226 | +3,503 | New | Q1 2026 | Apr 21, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 3,340 | 95 | 0.05% | 0.04% | 227 | +206 | 6.57% | Q1 2026 | May 15, 2026 |
| United Community Bank | History | New | 2,825 | 81 | 0.03% | — | 228 | +2,825 | New | Q1 2026 | Apr 24, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,590 | 74 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Advisors Preferred, LLC | History | New | 2,551 | 73 | 0.01% | — | 230 | +2,551 | New | Q1 2026 | May 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 2,144 | 61 | 0.0% | 0.0% | 231 | -250 | -10.44% | Q1 2026 | Apr 23, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,380 | 59 | 0.01% | 0.0% | 232 | +10 | 0.42% | Q1 2026 | Apr 30, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 2,012 | 57 | 0.02% | — | 234 | +2,012 | New | Q1 2026 | Apr 13, 2026 |
| Mechanics Financial Corp | History | No change | 2,000 | 57 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,881 | 54 | 0.01% | 0.0% | 235 | +7 | 0.37% | Q1 2026 | Apr 28, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1,910 | 54 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,846 | 53 | 0.02% | 0.01% | 237 | +29 | 1.6% | Q1 2026 | Apr 14, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,779 | 51 | 0.0% | 0.0% | 238 | -346 | -16.28% | Q1 2026 | Apr 17, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 1,764 | 50 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Key FInancial Inc | History | No change | 1,591 | 45 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PlanVest Financial, Inc | History | New | 1,412 | 40 | 0.03% | — | 241 | +1,412 | New | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,266 | 36 | 0.0% | 0.0% | 242 | +784 | 162.66% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | Reduced | 1,144 | 32 | 0.01% | 0.01% | 243 | -1,089 | -48.77% | Q1 2026 | May 05, 2026 |
| CENTRAL TRUST Co | History | No change | 1,000 | 28 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 992 | 28 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 914 | 26 | 0.0% | 0.0% | 246 | -59 | -6.06% | Q1 2026 | May 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 900 | 25 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PINNEY & SCOFIELD, INC. | History | New | 859 | 24 | 0.01% | — | 248 | +859 | New | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | New | 821 | 23 | 0.0% | — | 249 | +821 | New | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 775 | 22 | 0.0% | 0.0% | 250 | -2,550 | -76.69% | Q1 2026 | May 04, 2026 |
| CX Institutional | History | Reduced | 637 | 18 | 0.0% | 0.0% | 251 | -1,164 | -64.63% | Q1 2026 | Apr 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 649 | 18 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | New | 400 | 11 | 0.0% | — | 257 | +400 | New | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 397 | 11 | 0.0% | — | 256 | +397 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 417 | 11 | 0.0% | 0.0% | 253 | -222 | -34.74% | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 410 | 11 | 0.0% | 0.0% | 255 | -20 | -4.65% | Q1 2026 | Apr 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 405 | 11 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PFS Partners, LLC | History | New | 304 | 8 | 0.0% | — | 258 | +304 | New | Q1 2026 | Apr 09, 2026 |
| Basepoint Wealth LLC | History | Added to | 273 | 7 | 0.0% | 0.0% | 259 | +155 | 131.36% | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | Reduced | 218 | 6 | 0.0% | 0.0% | 260 | -191 | -46.7% | Q1 2026 | Apr 22, 2026 |
| Holos Integrated Wealth LLC | History | No change | 228 | 6 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 181 | 5 | 0.01% | — | 266 | +181 | New | Q1 2026 | May 04, 2026 |
| SHP Wealth Management | History | Added to | 196 | 5 | 0.0% | 0.0% | 264 | +100 | 104.17% | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | Reduced | 167 | 5 | 0.0% | 0.0% | 262 | -88 | -34.51% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 190 | 5 | 0.0% | 0.0% | 263 | +3 | 1.6% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 222 | 5 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MATHER GROUP, LLC. | History | New | 164 | 4 | 0.0% | — | 269 | +164 | New | Q1 2026 | Apr 13, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 130 | 4 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 141 | 4 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 116 | 3 | 0.0% | — | 272 | +116 | New | Q1 2026 | May 07, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 111 | 3 | 0.0% | — | 273 | +111 | New | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 135 | 3 | 0.0% | 0.0% | 270 | +2 | 1.5% | Q1 2026 | May 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 126 | 3 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 93 | 2 | 0.0% | — | 276 | +93 | New | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | New | 76 | 2 | 0.0% | — | 277 | +76 | New | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | Reduced | 75 | 2 | 0.0% | 0.0% | 274 | -6 | -7.41% | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 72 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 43 | 1 | 0.0% | 0.02% | 279 | -9,532 | -99.55% | Q1 2026 | Apr 16, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 33 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cheviot Value Management, LLC | History | No change | 38 | 1 | 0.0% | — | 280 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| POM Investment Strategies, LLC | History | No change | 43 | 1 | 0.0% | — | 281 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 39 | 1 | 0.0% | — | 282 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -464,568 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -147,561 | -100.0% | Q1 2026 | May 05, 2026 |
| Avestar Capital, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -103,448 | -100.0% | Q1 2026 | May 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -90,635 | -100.0% | Q1 2026 | May 04, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -86,710 | -100.0% | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -36,125 | -100.0% | Q1 2026 | May 01, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -22,758 | -100.0% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -13,868 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Petros Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -9,563 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,315 | -100.0% | Q1 2026 | Apr 06, 2026 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.0% | — | -881 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -573 | -100.0% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 10 | 0 | — | 0.0% | — | -65 | -86.67% | Q1 2026 | May 12, 2026 |
| PROFFITT & GOODSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 10 | 0 | — | — | — | +1 | 11.11% | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Motiv8 Investments LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |