FIRST TRUST EXCHANGE-TRADED FUND IV - FTSL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 4,778,588 | 214,080 | 0.01% | 0.01% | 1 | +551,622 | 13.05% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 2,517,561 | 112,786 | 0.03% | 0.02% | 2 | +526,940 | 26.47% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,656,464 | 74,209 | 0.01% | 0.02% | 3 | -173,216 | -9.47% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,465,667 | 65,661 | 0.0% | 0.01% | 4 | -277,825 | -15.93% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | Added to | 1,439,544 | 64,491 | 1.77% | 1.75% | 5 | +176,483 | 13.97% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,432,868 | 64,192 | 0.01% | 0.01% | 6 | -117,817 | -7.6% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,363,937 | 61,104 | 0.02% | 0.02% | 7 | -31,839 | -2.28% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,274,813 | 57,097 | 0.04% | 0.04% | 8 | +173,354 | 15.74% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 931,738 | 41,741 | 0.01% | 0.01% | 9 | +116,555 | 14.3% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 837,005 | 37,497 | 0.01% | 0.01% | 10 | +224,305 | 36.61% | Q1 2026 | May 04, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 800,071 | 35,843 | 4.45% | 4.49% | 11 | +16,320 | 2.08% | Q1 2026 | May 04, 2026 |
| Virtue Capital Management, LLC | History | Added to | 760,329 | 33,948 | 5.17% | 4.87% | 12 | +71,545 | 10.39% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Added to | 667,003 | 29,881 | 0.03% | 0.03% | 13 | +16,821 | 2.59% | Q1 2026 | May 14, 2026 |
| WELCH & FORBES LLC | History | Reduced | 631,873 | 28,307 | 0.37% | 0.39% | 14 | -65,089 | -9.34% | Q1 2026 | May 01, 2026 |
| Hikari Tsushin, Inc. | History | No change | 570,196 | 25,544 | 1.76% | 1.7% | 15 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TL Private Wealth | History | Added to | 538,366 | 24,215 | 9.56% | 9.48% | 16 | +3,602 | 0.67% | Q1 2026 | Apr 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 447,814 | 20,062 | 1.06% | 1.0% | 17 | +43,908 | 10.87% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 443,345 | 19,861 | 2.72% | 2.86% | 18 | -4,826 | -1.08% | Q1 2026 | Apr 23, 2026 |
| Cetera Investment Advisers | History | Reduced | 436,318 | 19,547 | 0.02% | 0.02% | 19 | -863 | -0.2% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 372,310 | 16,679 | 0.02% | 0.02% | 20 | -22,045 | -5.59% | Q1 2026 | May 12, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 336,512 | 15,075 | 3.6% | 3.18% | 21 | +27,040 | 8.74% | Q1 2026 | Apr 20, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 322,007 | 14,425 | 4.33% | 4.53% | 22 | -4,206 | -1.29% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 300,747 | 13,474 | 0.02% | 0.04% | 23 | -278,235 | -48.06% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 286,251 | 12,824 | 0.14% | 0.16% | 24 | -27,534 | -8.77% | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | Reduced | 270,060 | 12,098 | 0.06% | 0.06% | 25 | -1,199 | -0.44% | Q1 2026 | Apr 24, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 254,981 | 11,423 | 0.04% | 0.05% | 26 | -52,656 | -17.12% | Q1 2026 | Jun 02, 2026 |
| CNO Financial Group, Inc. | History | No change | 252,000 | 11,289 | 6.47% | 6.55% | 27 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 226,914 | 10,165 | 0.03% | 0.04% | 28 | -85,247 | -27.31% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 225,897 | 10,120 | 0.01% | 0.01% | 29 | +103,251 | 84.19% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 220,071 | 9,859 | 0.03% | 0.04% | 30 | -107,642 | -32.85% | Q1 2026 | Apr 30, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 215,250 | 9,643 | 0.07% | 0.07% | 31 | +16,944 | 8.54% | Q1 2026 | Apr 14, 2026 |
| Nilsine Partners, LLC | History | Added to | 206,524 | 9,316 | 0.73% | 0.77% | 32 | +12,720 | 6.56% | Q1 2026 | Apr 29, 2026 |
| DAVENPORT & Co LLC | History | Added to | 195,596 | 8,762 | 0.05% | 0.04% | 33 | +25,812 | 15.2% | Q1 2026 | Apr 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 195,571 | 8,761 | 0.15% | 0.15% | 34 | +17,100 | 9.58% | Q1 2026 | May 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 167,055 | 7,484 | 0.39% | 0.39% | 35 | +7,166 | 4.48% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 162,142 | 7,263 | 0.01% | 0.01% | 36 | -12,058 | -6.92% | Q1 2026 | Apr 27, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 161,933 | 7,254 | 1.51% | 1.61% | 37 | +1,897 | 1.19% | Q1 2026 | May 14, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 159,935 | 7,164 | 0.91% | 0.87% | 38 | +4,511 | 2.9% | Q1 2026 | Apr 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 158,139 | 7,084 | 0.02% | 0.02% | 39 | +1,490 | 0.95% | Q1 2026 | May 04, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 156,365 | 7,005 | 3.59% | 3.26% | 40 | +21,984 | 16.36% | Q1 2026 | May 01, 2026 |
| CacheTech Inc. | History | Reduced | 153,298 | 6,867 | 1.32% | 1.37% | 41 | -8,425 | -5.21% | Q1 2026 | May 11, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 152,584 | 6,835 | 0.52% | 0.79% | 42 | -59,287 | -27.98% | Q1 2026 | Apr 22, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 151,256 | 6,753 | 0.0% | 0.0% | 43 | -162,494 | -51.79% | Q1 2026 | May 13, 2026 |
| Adams Wealth Management | History | Added to | 141,313 | 6,330 | 1.39% | 1.24% | 44 | +14,333 | 11.29% | Q1 2026 | May 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 140,031 | 6,309 | 0.14% | 0.16% | 45 | +1,698 | 1.23% | Q1 2026 | May 04, 2026 |
| Petix & Botte Co | History | Added to | 135,926 | 6,089 | 1.36% | 1.29% | 46 | +11,811 | 9.52% | Q1 2026 | Apr 30, 2026 |
| Prospera Financial Services Inc | History | Added to | 134,549 | 6,028 | 0.1% | 0.09% | 47 | +17,034 | 14.5% | Q1 2026 | Apr 14, 2026 |
| Fairway Financial, LLC | History | Added to | 132,335 | 5,928 | 4.51% | 4.49% | 48 | +2,704 | 2.09% | Q1 2026 | May 11, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 126,840 | 5,682 | 2.11% | 2.32% | 49 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 112,560 | 5,042 | 0.01% | 0.01% | 50 | -2,807 | -2.43% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 107,168 | 4,801 | 0.07% | 0.12% | 51 | -27,156 | -20.22% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 103,919 | 4,660 | 0.25% | 0.21% | 52 | +7,737 | 8.04% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 103,378 | 4,631 | 0.02% | 0.02% | 53 | -14,320 | -12.17% | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | New | 99,555 | 4,460 | 0.05% | — | 54 | +99,555 | New | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 93,284 | 4,179 | 0.27% | 0.25% | 55 | +9,774 | 11.7% | Q1 2026 | Apr 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 92,692 | 4,152 | 0.15% | 0.04% | 56 | +72,984 | 370.33% | Q1 2026 | May 19, 2026 |
| WMS Group LLC | History | No change | 90,985 | 4,076 | 5.93% | 5.31% | 57 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 89,253 | 3,998 | 1.01% | 1.12% | 58 | +2,971 | 3.44% | Q1 2026 | Apr 28, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 89,000 | 3,987 | 0.26% | 0.25% | 59 | +4,000 | 4.71% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 87,647 | 3,926 | 0.1% | 0.14% | 60 | -29,217 | -25.0% | Q1 2026 | Apr 07, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 85,271 | 3,912 | 2.78% | 2.57% | 61 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 86,306 | 3,866 | 0.45% | 0.49% | 62 | +1,358 | 1.6% | Q1 2026 | May 08, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 85,512 | 3,830 | 0.65% | 0.65% | 63 | +2,025 | 2.43% | Q1 2026 | Apr 21, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 85,197 | 3,816 | 0.04% | 0.04% | 64 | -5,619 | -6.19% | Q1 2026 | May 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 84,704 | 3,794 | 0.12% | 0.12% | 65 | +3,354 | 4.12% | Q1 2026 | Apr 27, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 83,128 | 3,724 | 1.39% | 1.33% | 66 | +5,638 | 7.28% | Q1 2026 | Apr 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 81,217 | 3,638 | 0.1% | 0.09% | 67 | +4,677 | 6.11% | Q1 2026 | May 14, 2026 |
| Oder Investment Management, LLC | History | Added to | 76,964 | 3,447 | 2.65% | 2.54% | 68 | +591 | 0.77% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 76,364 | 3,421 | 0.02% | 0.02% | 69 | -1,520 | -1.95% | Q1 2026 | May 05, 2026 |
| Aspen Investment Management Inc | History | Reduced | 73,204 | 3,280 | 1.0% | 1.03% | 70 | -1,142 | -1.54% | Q1 2026 | Apr 15, 2026 |
| Concorde Asset Management, LLC | History | New | 73,167 | 3,277 | 1.61% | — | 71 | +73,167 | New | Q1 2026 | Jun 01, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 70,454 | 3,156 | 0.0% | 0.0% | 72 | +29,437 | 71.77% | Q1 2026 | Apr 27, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 69,184 | 3,099 | 2.07% | 1.9% | 73 | -14,339 | -17.17% | Q1 2026 | May 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 66,935 | 2,998 | 1.09% | 1.01% | 74 | +1,269 | 1.93% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 66,567 | 2,982 | 0.04% | 0.05% | 75 | -8,456 | -11.27% | Q1 2026 | May 12, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 66,495 | 2,978 | 0.54% | 0.73% | 76 | -17,682 | -21.01% | Q1 2026 | May 14, 2026 |
| Private Advisory Group LLC | History | Reduced | 65,976 | 2,955 | 0.19% | 0.25% | 77 | -2,875 | -4.18% | Q1 2026 | May 08, 2026 |
| Trinity Legacy Partners, LLC | History | Reduced | 64,757 | 2,917 | 0.63% | 0.68% | 78 | -105 | -0.16% | Q1 2026 | Apr 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 64,528 | 2,891 | 0.02% | 0.02% | 79 | +10,352 | 19.11% | Q1 2026 | Apr 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 60,498 | 2,775 | 0.09% | 0.09% | 80 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 59,664 | 2,672 | 0.03% | 0.03% | 81 | +10,612 | 21.63% | Q1 2026 | May 01, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 58,711 | 2,630 | 2.07% | 2.1% | 82 | +3,353 | 6.06% | Q1 2026 | Apr 24, 2026 |
| &PARTNERS | History | Reduced | 58,465 | 2,619 | 0.01% | 0.01% | 83 | -3,111 | -5.05% | Q1 2026 | May 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 57,700 | 2,584 | 0.88% | 0.89% | 84 | +685 | 1.2% | Q1 2026 | Apr 09, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 57,479 | 2,575 | 0.07% | 0.07% | 85 | -2,976 | -4.92% | Q1 2026 | Apr 21, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 57,348 | 2,569 | 0.02% | 0.02% | 86 | -6,544 | -10.24% | Q1 2026 | May 05, 2026 |
| First Financial Group Corp | History | Added to | 54,746 | 2,452 | 2.0% | 2.11% | 87 | +708 | 1.31% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 51,923 | 2,326 | 0.0% | 0.0% | 88 | +15,514 | 42.61% | Q1 2026 | May 14, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 49,549 | 2,219 | 0.59% | 0.61% | 89 | -1,863 | -3.62% | Q1 2026 | Apr 22, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 48,295 | 2,163 | 0.27% | 0.22% | 90 | +11,683 | 31.91% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 48,016 | 2,151 | 0.0% | — | 91 | +48,016 | New | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 47,921 | 2,146 | 0.02% | 0.02% | 92 | +2,139 | 4.67% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 47,705 | 2,137 | 0.04% | 0.05% | 93 | -8,521 | -15.15% | Q1 2026 | Apr 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 47,674 | 2,135 | 0.03% | 0.03% | 94 | +1,938 | 4.24% | Q1 2026 | Apr 23, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 47,480 | 2,127 | 0.47% | 0.23% | 95 | +24,593 | 107.45% | Q1 2026 | May 13, 2026 |
| Blackhawk Capital Partners, LLC | History | Reduced | 46,978 | 2,104 | 0.77% | 2.81% | 96 | -116,232 | -71.22% | Q1 2026 | May 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 46,551 | 2,085 | 0.53% | 0.65% | 97 | -2,505 | -5.11% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Added to | 46,218 | 2,070 | 0.0% | 0.0% | 98 | +25,348 | 121.46% | Q1 2026 | May 06, 2026 |
| Stenger Family Office, LLC | History | New | 44,750 | 2,004 | 0.35% | — | 99 | +44,750 | New | Q1 2026 | Apr 29, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 44,621 | 2,000 | 0.15% | 0.12% | 100 | +358 | 0.81% | Q1 2026 | May 20, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 43,989 | 1,970 | 0.02% | 0.01% | 101 | +27,029 | 159.37% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 43,089 | 1,930 | 0.09% | 0.1% | 102 | -5,423 | -11.18% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | New | 43,058 | 1,929 | 0.03% | — | 103 | +43,058 | New | Q1 2026 | May 18, 2026 |
| COMERICA BANK | History | No change | 41,516 | 1,904 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | Added to | 41,790 | 1,872 | 0.01% | 0.01% | 105 | +2,566 | 6.54% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 41,127 | 1,842 | 0.1% | 0.12% | 106 | -19,193 | -31.82% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | New | 40,939 | 1,834 | 0.0% | — | 107 | +40,939 | New | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 39,687 | 1,778 | 0.0% | 0.02% | 108 | -204,633 | -83.76% | Q1 2026 | Apr 08, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 38,808 | 1,738 | 0.35% | 0.41% | 109 | -3,007 | -7.19% | Q1 2026 | Apr 24, 2026 |
| Presidio Capital Management, LLC | History | Reduced | 38,649 | 1,731 | 0.5% | 0.54% | 110 | -551 | -1.41% | Q1 2026 | Apr 08, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 38,531 | 1,720 | 0.11% | 0.07% | 111 | +3,421 | 9.74% | Q1 2026 | Apr 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 38,353 | 1,718 | 0.01% | 0.01% | 112 | +2,651 | 7.43% | Q1 2026 | Apr 29, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 38,088 | 1,706 | 0.75% | 0.67% | 113 | +6,499 | 20.57% | Q1 2026 | May 08, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 36,664 | 1,642 | 0.3% | 0.19% | 114 | -4,075 | -10.0% | Q1 2026 | Apr 21, 2026 |
| Coastwise Capital Group, LLC | History | Reduced | 36,455 | 1,633 | 0.91% | 0.89% | 115 | -2,308 | -5.95% | Q1 2026 | May 07, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 36,033 | 1,614 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 35,814 | 1,604 | 0.74% | — | 117 | +35,814 | New | Q1 2026 | Apr 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 35,060 | 1,570 | 0.78% | 0.69% | 118 | +3,435 | 10.86% | Q1 2026 | May 07, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Reduced | 34,052 | 1,525 | 1.58% | 1.56% | 119 | -6 | -0.02% | Q1 2026 | Apr 09, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 33,524 | 1,501 | 0.16% | 0.15% | 120 | +2,512 | 8.1% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 33,253 | 1,490 | 0.0% | 0.0% | 121 | +5,949 | 21.79% | Q1 2026 | Apr 22, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 32,864 | 1,472 | 0.04% | 0.03% | 122 | +9,788 | 42.42% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 32,558 | 1,448 | 0.0% | 0.0% | 123 | +4,613 | 16.51% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 32,210 | 1,443 | 0.05% | 0.04% | 124 | +5,855 | 22.22% | Q1 2026 | Apr 08, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 31,665 | 1,418 | 0.57% | 0.59% | 125 | +634 | 2.04% | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | Reduced | 31,306 | 1,402 | 0.0% | 0.0% | 126 | -32,460 | -50.9% | Q1 2026 | May 13, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 30,914 | 1,384 | 0.69% | 0.76% | 127 | -1,961 | -5.97% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 30,172 | 1,351 | 0.03% | 0.04% | 128 | -2,995 | -9.03% | Q1 2026 | May 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 29,573 | 1,324 | 0.03% | 0.0% | 129 | +28,524 | 2719.16% | Q1 2026 | Apr 27, 2026 |
| Investors Research Corp | History | Reduced | 29,346 | 1,314 | 0.25% | 0.25% | 130 | -193 | -0.65% | Q1 2026 | Apr 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 28,954 | 1,297 | 0.0% | 0.0% | 131 | +16,439 | 131.35% | Q1 2026 | May 07, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 28,969 | 1,297 | 0.23% | 0.26% | 132 | -2,254 | -7.22% | Q1 2026 | Apr 22, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 26,384 | 1,182 | 0.59% | 0.57% | 133 | +744 | 2.9% | Q1 2026 | May 11, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 25,840 | 1,157 | 0.29% | 1.15% | 134 | -71,119 | -73.35% | Q1 2026 | Apr 09, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 25,032 | 1,121 | 0.23% | 0.25% | 135 | -430 | -1.69% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 24,460 | 1,095 | 0.01% | 0.01% | 136 | +13,885 | 131.3% | Q1 2026 | Apr 21, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 23,611 | 1,083 | 1.4% | 1.4% | 137 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,397 | 1,049 | 0.01% | 0.01% | 138 | +1,244 | 5.62% | Q1 2026 | Apr 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 23,347 | 1,045 | 0.08% | 0.08% | 139 | -1,436 | -5.79% | Q1 2026 | May 05, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 23,186 | 1,038 | 0.37% | 0.57% | 140 | -11,412 | -32.98% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 22,737 | 1,018 | 0.02% | 0.03% | 141 | -1,836 | -7.47% | Q1 2026 | Apr 13, 2026 |
| TCFG Investment Advisors, LLC | History | New | 22,322 | 1,000 | 0.37% | — | 143 | +22,322 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 22,322 | 1,000 | 0.37% | 0.41% | 142 | -595 | -2.6% | Q1 2026 | Apr 23, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 22,168 | 993 | 0.06% | 0.06% | 144 | +2,519 | 12.82% | Q1 2026 | Apr 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 22,088 | 989 | 0.07% | 0.07% | 145 | -1,283 | -5.49% | Q1 2026 | Apr 20, 2026 |
| Financial Partners Group, Inc | History | No change | 21,843 | 978 | 0.12% | 0.11% | 146 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sandro Wealth Management LLC | History | Added to | 21,663 | 970 | 0.78% | 0.78% | 147 | +1,029 | 4.99% | Q1 2026 | Apr 21, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 21,243 | 951 | 0.72% | 0.72% | 148 | +2,614 | 14.03% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 20,628 | 924 | 0.0% | 0.01% | 149 | -10,230 | -33.15% | Q1 2026 | May 08, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 20,589 | 922 | 0.3% | 0.81% | 150 | -32,616 | -61.3% | Q1 2026 | Apr 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 20,444 | 915 | 0.0% | 0.0% | 151 | +316 | 1.57% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 20,209 | 905 | 0.02% | 0.01% | 152 | +7,142 | 54.66% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 19,896 | 891 | 0.03% | 0.03% | 153 | -508 | -2.49% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 19,846 | 889 | 0.0% | 0.0% | 154 | -1,526 | -7.14% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 19,040 | 852 | 0.0% | 0.0% | 155 | +6,825 | 55.87% | Q1 2026 | May 05, 2026 |
| Accel Wealth Management | History | Reduced | 18,605 | 833 | 0.22% | 0.28% | 156 | -3,754 | -16.79% | Q1 2026 | Apr 08, 2026 |
| L & S Advisors Inc | History | Added to | 18,402 | 824 | 0.1% | 0.07% | 157 | +3,027 | 19.69% | Q1 2026 | May 11, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 18,133 | 812 | 0.01% | 0.01% | 158 | -4,489 | -19.84% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 18,120 | 811 | 0.03% | 0.12% | 159 | -50,826 | -73.72% | Q1 2026 | May 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 17,505 | 784 | 0.05% | 0.05% | 160 | +77 | 0.44% | Q1 2026 | Apr 29, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 16,940 | 758 | 0.16% | 0.16% | 161 | -41 | -0.24% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Reduced | 16,414 | 735 | 0.01% | 0.01% | 162 | -174 | -1.05% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 15,918 | 728 | 0.0% | 0.01% | 163 | -9,549 | -37.5% | Q1 2026 | May 15, 2026 |
| Helium Advisors LLC | History | Added to | 15,603 | 699 | 0.67% | 0.71% | 164 | +243 | 1.58% | Q1 2026 | May 05, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 15,446 | 692 | 0.0% | 0.0% | 165 | +645 | 4.36% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Reduced | 15,251 | 683 | 0.02% | 0.02% | 166 | -367 | -2.35% | Q1 2026 | Apr 22, 2026 |
| Mutual Advisors, LLC | History | Reduced | 15,234 | 682 | 0.01% | 0.01% | 167 | -20 | -0.13% | Q1 2026 | May 01, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 15,075 | 675 | 0.1% | 0.13% | 168 | -3,504 | -18.86% | Q1 2026 | Apr 29, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 14,787 | 662 | 0.04% | 0.03% | 169 | +2,409 | 19.46% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 14,609 | 654 | 0.01% | 0.01% | 170 | +2,009 | 15.94% | Q1 2026 | May 13, 2026 |
| Bison Wealth, LLC | History | Added to | 14,033 | 634 | 0.06% | 0.07% | 171 | +26 | 0.19% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 13,847 | 620 | 0.02% | 0.09% | 172 | -41,370 | -74.92% | Q1 2026 | Apr 20, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 13,651 | 611 | 0.11% | 0.13% | 173 | +6,684 | 95.94% | Q1 2026 | Apr 29, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 13,486 | 604 | 0.25% | 0.21% | 174 | +1,008 | 8.08% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 13,179 | 590 | 0.02% | 0.02% | 175 | -50 | -0.38% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,760 | 585 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 12,765 | 574 | 0.16% | 0.18% | 177 | -550 | -4.13% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 12,690 | 568 | 0.01% | — | 178 | +12,690 | New | Q1 2026 | May 13, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 12,629 | 565 | 0.08% | 0.09% | 179 | +124 | 0.99% | Q1 2026 | Apr 14, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 12,560 | 562 | 0.02% | 0.03% | 180 | -485 | -3.72% | Q1 2026 | May 08, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 12,466 | 558 | 0.43% | 0.44% | 181 | +588 | 4.95% | Q1 2026 | Apr 07, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 12,007 | 550 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 11,751 | 526 | 0.05% | 0.04% | 183 | +1,057 | 9.88% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 11,644 | 521 | 0.0% | 0.0% | 184 | -3,982 | -25.48% | Q1 2026 | May 14, 2026 |
| American Financial Advisors, LLC | History | Reduced | 11,487 | 514 | 0.07% | 0.08% | 185 | -1,619 | -12.35% | Q1 2026 | May 13, 2026 |
| MRA Advisory Group | History | Added to | 11,477 | 514 | 0.21% | 0.22% | 186 | +110 | 0.97% | Q1 2026 | Apr 22, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 11,458 | 513 | 0.04% | 0.04% | 187 | -518 | -4.33% | Q1 2026 | May 28, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 11,376 | 509 | 0.06% | 0.1% | 188 | -6,026 | -34.63% | Q1 2026 | Apr 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 11,242 | 503 | 0.0% | — | 189 | +11,242 | New | Q1 2026 | May 13, 2026 |
| PW Nova Financial Services LLC | History | New | 10,930 | 489 | 0.12% | — | 190 | +10,930 | New | Q1 2026 | Apr 15, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 10,745 | 481 | 0.05% | 0.05% | 191 | -82 | -0.76% | Q1 2026 | Apr 10, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 10,148 | 465 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Balefire, LLC | History | Added to | 10,181 | 456 | 0.09% | 0.08% | 193 | +1,492 | 17.17% | Q1 2026 | May 07, 2026 |
| Venture Visionary Partners LLC | History | No change | 10,185 | 456 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisor OS, LLC | History | Added to | 10,155 | 454 | 0.03% | 0.03% | 195 | +1,550 | 18.01% | Q1 2026 | May 07, 2026 |
| Gateway Wealth Partners, LLC | History | New | 10,108 | 452 | 0.02% | — | 196 | +10,108 | New | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | New | 9,970 | 446 | 0.01% | — | 197 | +9,970 | New | Q1 2026 | Apr 10, 2026 |
| Capital Analysts, LLC | History | Added to | 9,903 | 444 | 0.01% | 0.01% | 198 | +181 | 1.86% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 9,890 | 443 | 0.01% | 0.01% | 199 | -43 | -0.43% | Q1 2026 | Apr 20, 2026 |
| Virtus Wealth Solutions LLC | History | Added to | 9,707 | 434 | 0.08% | 0.08% | 200 | +140 | 1.46% | Q1 2026 | May 08, 2026 |
| Simplicity Wealth,LLC | History | New | 9,651 | 432 | 0.02% | — | 201 | +9,651 | New | Q1 2026 | Apr 30, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 9,500 | 425 | 0.01% | 0.02% | 202 | -9,773 | -50.71% | Q1 2026 | Apr 22, 2026 |
| Beaton Management Co. Inc. | History | No change | 9,450 | 423 | 0.19% | 0.19% | 203 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Added to | 9,404 | 421 | 0.0% | 0.0% | 204 | +1,332 | 16.5% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 9,315 | 417 | 0.0% | 0.0% | 205 | +48 | 0.52% | Q1 2026 | Apr 28, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 9,267 | 415 | 0.3% | 0.31% | 206 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 9,262 | 414 | 0.01% | 0.01% | 207 | -2,335 | -20.13% | Q1 2026 | May 15, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 9,095 | 407 | 0.11% | 0.12% | 208 | -635 | -6.53% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Reduced | 8,920 | 399 | 0.01% | 0.02% | 209 | -3,046 | -25.46% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Reduced | 8,773 | 393 | 0.0% | 0.0% | 210 | -3,562 | -28.88% | Q1 2026 | May 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 8,725 | 390 | 0.04% | 0.07% | 211 | -16,965 | -66.04% | Q1 2026 | May 14, 2026 |
| RVW Wealth, LLC | History | No change | 8,668 | 388 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 7,782 | 348 | 0.04% | 0.05% | 213 | -922 | -10.59% | Q1 2026 | May 05, 2026 |
| Atria Investments, Inc | History | New | 7,513 | 336 | 0.0% | — | 214 | +7,513 | New | Q1 2026 | May 05, 2026 |
| Jacobi Capital Management LLC | History | Added to | 7,333 | 328 | 0.02% | 0.02% | 215 | +76 | 1.05% | Q1 2026 | May 13, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 7,270 | 325 | 0.08% | 0.08% | 216 | -227 | -3.03% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | New | 7,165 | 320 | 0.0% | — | 217 | +7,165 | New | Q1 2026 | May 12, 2026 |
| Realta Investment Advisors | History | Added to | 7,120 | 318 | 0.11% | — | 218 | +7,119 | 711900.0% | Q1 2026 | Apr 22, 2026 |
| BAM Wealth Management, LLC | History | New | 7,023 | 314 | 0.23% | — | 219 | +7,023 | New | Q1 2026 | Apr 17, 2026 |
| Argent Trust Co | History | No change | 7,000 | 313 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 6,800 | 304 | 0.1% | 0.1% | 221 | -341 | -4.78% | Q1 2026 | Apr 15, 2026 |
| BENJAMIN EDWARDS INC | History | New | 6,689 | 299 | 0.0% | — | 222 | +6,689 | New | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 6,633 | 297 | 0.01% | 0.02% | 223 | -7,256 | -52.24% | Q1 2026 | May 13, 2026 |
| Triad Wealth Partners, LLC | History | New | 6,641 | 297 | 0.02% | — | 224 | +6,641 | New | Q1 2026 | Apr 16, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 6,322 | 283 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 6,189 | 277 | 0.18% | 0.21% | 226 | -395 | -6.0% | Q1 2026 | Apr 23, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 6,030 | 276 | 0.59% | 0.59% | 227 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 6,120 | 274 | 0.0% | 0.01% | 228 | -3,752 | -38.01% | Q1 2026 | May 15, 2026 |
| Castleview Partners, LLC | History | Reduced | 5,861 | 262 | 0.13% | 0.14% | 229 | -353 | -5.68% | Q1 2026 | May 01, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 5,838 | 261 | 0.17% | 0.18% | 230 | -17 | -0.29% | Q1 2026 | Apr 10, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Reduced | 5,600 | 250 | 0.22% | 0.23% | 231 | -550 | -8.94% | Q1 2026 | May 14, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 5,601 | 250 | 0.22% | 0.22% | 232 | +1 | 0.02% | Q1 2026 | May 07, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 5,517 | 247 | 0.11% | 0.12% | 233 | -409 | -6.9% | Q1 2026 | Apr 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 5,422 | 243 | 0.02% | 0.02% | 234 | -1,544 | -22.16% | Q1 2026 | May 01, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 5,369 | 242 | 0.02% | 0.02% | 235 | +85 | 1.61% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 5,300 | 237 | 0.02% | — | 236 | +5,300 | New | Q1 2026 | Apr 21, 2026 |
| NBT BANK N A /NY | History | Added to | 5,164 | 231 | 0.02% | 0.02% | 237 | +5,118 | 11126.09% | Q1 2026 | Apr 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 5,159 | 231 | 0.08% | 0.09% | 238 | -320 | -5.84% | Q1 2026 | Apr 23, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 4,993 | 223 | 0.0% | 0.0% | 239 | -150 | -2.92% | Q1 2026 | Apr 28, 2026 |
| Keel Point, LLC | History | Added to | 4,899 | 219 | 0.01% | 0.01% | 240 | +207 | 4.41% | Q1 2026 | May 29, 2026 |
| McAdam, LLC | History | Reduced | 4,884 | 218 | 0.01% | 0.01% | 241 | -272 | -5.28% | Q1 2026 | May 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 4,818 | 215 | 0.01% | 0.02% | 242 | -4,992 | -50.89% | Q1 2026 | Apr 28, 2026 |
| Southland Equity Partners LLC | History | Reduced | 4,819 | 215 | 0.04% | 0.05% | 243 | -331 | -6.43% | Q1 2026 | Apr 14, 2026 |
| Family Legacy, Inc. | History | Reduced | 4,688 | 210 | 0.06% | 0.07% | 245 | -199 | -4.07% | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 4,697 | 210 | 0.0% | 0.01% | 244 | +18 | 0.38% | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | Reduced | 4,647 | 208 | 0.01% | 0.01% | 246 | -312 | -6.29% | Q1 2026 | Apr 28, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 4,525 | 202 | 0.21% | — | 247 | +4,525 | New | Q1 2026 | May 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 4,483 | 200 | 0.13% | 0.07% | 248 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4,425 | 198 | 0.0% | 0.0% | 249 | -503 | -10.21% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 4,152 | 186 | 0.0% | 0.0% | 250 | +908 | 27.99% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3,630 | 162 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 3,513 | 157 | 0.03% | 0.03% | 252 | +533 | 17.89% | Q1 2026 | May 06, 2026 |
| Anfield Capital Management, LLC | History | No change | 3,421 | 153 | 0.04% | 0.05% | 253 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,369 | 150 | 0.0% | 0.0% | 254 | +188 | 5.91% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,297 | 147 | 0.01% | 0.01% | 255 | -243 | -6.86% | Q1 2026 | Apr 14, 2026 |
| Register Financial Advisors LLC | History | Added to | 2,766 | 123 | 0.05% | 0.05% | 256 | +36 | 1.32% | Q1 2026 | Apr 15, 2026 |
| Activest Wealth Management | History | No change | 2,600 | 116 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Topsail Wealth Management, LLC | History | No change | 2,200 | 98 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 2,173 | 97 | 0.28% | 0.28% | 259 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 2,006 | 89 | 0.05% | 0.05% | 260 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 1,878 | 84 | 0.06% | — | 261 | +1,878 | New | Q1 2026 | Apr 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,781 | 79 | 0.0% | 0.0% | 262 | -31,582 | -94.66% | Q1 2026 | May 12, 2026 |
| Roxbury Financial LLC | History | New | 1,749 | 78 | 0.07% | — | 263 | +1,749 | New | Q1 2026 | Apr 17, 2026 |
| CX Institutional | History | Added to | 1,309 | 59 | 0.0% | 0.0% | 264 | +31 | 2.43% | Q1 2026 | Apr 06, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,318 | 59 | 0.06% | 0.06% | 265 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,090 | 48 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,050 | 47 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,026 | 46 | 0.0% | 0.0% | 268 | +599 | 140.28% | Q1 2026 | Apr 27, 2026 |
| AdvisorNet Financial, Inc | History | No change | 986 | 44 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Archer Investment Corp | History | No change | 1,000 | 44 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 952 | 42 | 0.0% | 0.0% | 271 | -59 | -5.84% | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 858 | 38 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Triumph Capital Management | History | Added to | 788 | 35 | 0.01% | 0.01% | 273 | +225 | 39.96% | Q1 2026 | May 13, 2026 |
| Raleigh Capital Management Inc. | History | New | 660 | 29 | 0.01% | — | 274 | +660 | New | Q1 2026 | Apr 28, 2026 |
| Sachetta, LLC | History | Added to | 629 | 28 | 0.02% | 0.02% | 275 | +2 | 0.32% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | No change | 600 | 26 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 545 | 24 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 376 | 16 | 0.0% | 0.0% | 279 | -270 | -41.8% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 361 | 16 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Clayton Financial Group LLC | History | No change | 366 | 16 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BlackRock, Inc. | History | No change | 365 | 16 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 315 | 14 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Clearstead Advisors, LLC | History | New | 268 | 12 | 0.0% | — | 287 | +268 | New | Q1 2026 | May 06, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 268 | 12 | 0.0% | 0.0% | 283 | -146 | -35.27% | Q1 2026 | May 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 269 | 12 | 0.0% | 0.0% | 284 | +11 | 4.26% | Q1 2026 | Apr 27, 2026 |
| Rossby Financial, LCC | History | Added to | 275 | 12 | 0.0% | 0.0% | 286 | +4 | 1.48% | Q1 2026 | May 11, 2026 |
| Millstone Evans Group, LLC | History | No change | 276 | 12 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 267 | 11 | 0.0% | — | 290 | +267 | New | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 265 | 11 | 0.0% | 0.0% | 288 | +3 | 1.15% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | No change | 250 | 11 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 225 | 10 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Hughes Financial Services, LLC | History | No change | 240 | 10 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IMG Wealth Management, Inc. | History | No change | 201 | 9 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 162 | 7 | 0.0% | — | 295 | +162 | New | Q1 2026 | Apr 13, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 170 | 7 | 0.01% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 143 | 6 | 0.0% | — | 297 | +143 | New | Q1 2026 | May 08, 2026 |
| TSFG, LLC | History | Added to | 140 | 6 | 0.0% | 0.0% | 296 | +2 | 1.45% | Q1 2026 | Apr 27, 2026 |
| Synergy Investment Management, LLC | History | New | 112 | 5 | 0.0% | — | 299 | +112 | New | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 108 | 4 | 0.0% | 0.0% | 300 | -143 | -56.97% | Q1 2026 | May 08, 2026 |