FIRST TRUST EXCHANGE-TRADED FUND IV - FTSM
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 | 14,200,874 | 848,928 | 0.05% | 0.05% | 1 | +1,518,275 | 11.97% | Q1 2026 | May 15, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 9,116 | 544,935 | 10.4% | 9.71% | 2 | -90,763 | -90.87% | Q1 2026 | Apr 20, 2026 |
| LPL Financial LLC | History | Reduced | 8,894,687 | 531,724 | 0.14% | 0.15% | 3 | -5,138 | -0.06% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 7,927,278 | 473,892 | 0.09% | 0.09% | 4 | -727,211 | -8.4% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 3,074,486 | 183,792 | 0.03% | 0.03% | 5 | +222,262 | 7.79% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,929,539 | 175,128 | 0.03% | 0.03% | 6 | -52,416 | -1.76% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,590,899 | 154,883 | 1.68% | 0.04% | 7 | +2,534,342 | 4481.04% | Q1 2026 | Apr 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,457,119 | 146,886 | 0.05% | 0.05% | 8 | -60,688 | -2.41% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,284,229 | 136,551 | 0.01% | 0.01% | 9 | -72,925 | -3.09% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 1,895,335 | 113,303 | 5.19% | 5.07% | 10 | +23,359 | 1.25% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,577,404 | 94,297 | 0.1% | 0.12% | 11 | -211,446 | -11.82% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,185,442 | 70,866 | 0.07% | 0.06% | 12 | +6,799 | 0.58% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,148,972 | 68,689 | 0.1% | 0.09% | 13 | +67,773 | 6.27% | Q1 2026 | May 15, 2026 |
| BDFS Capital LLC | History | Added to | 1,114,340 | 66,847 | 32.17% | 31.94% | 14 | +58,263 | 5.52% | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,016,212 | 60,749 | 0.16% | 0.15% | 15 | +43,000 | 4.42% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 827,236 | 49,452 | 0.01% | 0.02% | 16 | -54,952 | -6.23% | Q1 2026 | May 04, 2026 |
| Hansen & Associates Financial Group, Inc. | History | New | 794,084 | 47,490 | 25.56% | — | 17 | +794,084 | New | Q1 2026 | May 11, 2026 |
| GDS Wealth Management | History | Reduced | 709,784 | 42,430 | 2.55% | 3.22% | 18 | -149,294 | -17.38% | Q1 2026 | Apr 27, 2026 |
| Gradient Investments LLC | History | Added to | 662,925 | 39,629 | 0.61% | 0.6% | 19 | +34,786 | 5.54% | Q1 2026 | Apr 13, 2026 |
| &PARTNERS | History | Added to | 662,279 | 39,585 | 0.2% | 0.18% | 20 | +75,273 | 12.82% | Q1 2026 | May 15, 2026 |
| Bramshill Investments, LLC | History | New | 655,802 | 39,203 | 3.38% | — | 21 | +655,802 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 636,659 | 38,059 | 0.05% | 0.05% | 22 | -27,470 | -4.14% | Q1 2026 | Apr 27, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 616,144 | 36,925 | 10.75% | 10.75% | 23 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TCP Asset Management, LLC | History | Added to | 573,317 | 34,272 | 4.41% | 3.97% | 24 | +180,318 | 45.88% | Q1 2026 | Apr 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 556,462 | 33,265 | 0.04% | 0.05% | 25 | -16,032 | -2.8% | Q1 2026 | Apr 27, 2026 |
| Guided Capital Wealth Management, LLC | History | Added to | 551,623 | 32,976 | 21.76% | 0.43% | 26 | +541,300 | 5243.63% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 513,699 | 30,708 | 0.16% | 0.16% | 27 | +30,314 | 6.27% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Reduced | 486,564 | 29,086 | 0.03% | 0.03% | 28 | -3,678 | -0.75% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 435,534 | 26,036 | 0.54% | 0.43% | 29 | +118,719 | 37.47% | Q1 2026 | Apr 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 422,999 | 25,286 | 0.35% | 0.38% | 30 | -18,536 | -4.2% | Q1 2026 | May 12, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 419,546 | 25,080 | 8.39% | 7.21% | 31 | +4,053 | 0.98% | Q1 2026 | Apr 29, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 398,654 | 23,832 | 0.06% | 0.08% | 32 | -217,876 | -35.34% | Q1 2026 | Apr 22, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 386,047 | 23,077 | 4.6% | 4.0% | 33 | +73,323 | 23.45% | Q1 2026 | May 01, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 360,020 | 21,521 | 0.84% | 1.02% | 34 | +206,616 | 134.69% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 358,523 | 21,432 | 0.24% | 0.23% | 35 | +25,150 | 7.54% | Q1 2026 | May 05, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 339,233 | 20,279 | 0.62% | 0.64% | 36 | -3,893 | -1.13% | Q1 2026 | Apr 16, 2026 |
| Prospera Financial Services Inc | History | Added to | 332,972 | 19,912 | 0.32% | 0.3% | 37 | +27,338 | 8.94% | Q1 2026 | Apr 14, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 330,959 | 19,807 | 0.39% | 0.47% | 38 | -7,919 | -2.34% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 323,915 | 19,371 | 0.04% | 0.03% | 39 | -85,791 | -20.94% | Q1 2026 | Apr 08, 2026 |
| Independent Advisor Alliance | History | New | 315,220 | 18,843 | 0.2% | — | 40 | +315,220 | New | Q1 2026 | May 12, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 313,208 | 18,723 | 7.8% | 7.51% | 41 | +12,081 | 4.01% | Q1 2026 | Apr 15, 2026 |
| Balboa Wealth Partners | History | Added to | 304,852 | 18,224 | 3.06% | 0.45% | 42 | +258,957 | 564.24% | Q1 2026 | Apr 16, 2026 |
| HighTower Advisors, LLC | History | Added to | 293,697 | 17,557 | 0.02% | 0.02% | 43 | +1,961 | 0.67% | Q1 2026 | May 05, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 293,569 | 17,549 | 2.23% | 1.9% | 44 | +34,040 | 13.12% | Q1 2026 | Apr 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 291,411 | 17,420 | 0.64% | 0.76% | 45 | +15,570 | 5.64% | Q1 2026 | May 19, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 282,849 | 16,908 | 0.26% | 0.28% | 46 | +55,432 | 24.37% | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 269,246 | 16,095 | 9.08% | 9.12% | 47 | +8,826 | 3.39% | Q1 2026 | Apr 20, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 263,339 | 15,779 | 1.95% | 2.33% | 48 | -35,280 | -11.81% | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | Reduced | 262,007 | 15,662 | 0.07% | 0.07% | 49 | -1,335 | -0.51% | Q1 2026 | Apr 24, 2026 |
| WESBANCO BANK INC | History | Added to | 255,550 | 15,276 | 0.42% | 0.34% | 50 | +49,660 | 24.12% | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 250,090 | 14,950 | 0.66% | 0.69% | 51 | +7,137 | 2.94% | Q1 2026 | Apr 28, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 240,449 | 14,374 | 0.86% | 0.91% | 52 | -20,008 | -7.68% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 239,321 | 14,306 | 0.14% | 0.04% | 53 | +181,465 | 313.65% | Q1 2026 | Apr 07, 2026 |
| Avestar Capital, LLC | History | Added to | 229,086 | 13,718 | 0.88% | 0.38% | 54 | +131,982 | 135.92% | Q1 2026 | May 13, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 224,884 | 13,443 | 2.53% | 2.59% | 55 | +6,629 | 3.04% | Q1 2026 | Apr 16, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 224,826 | 13,440 | 1.01% | 1.11% | 56 | -4,710 | -2.05% | Q1 2026 | Apr 30, 2026 |
| Petix & Botte Co | History | Reduced | 221,089 | 13,216 | 2.94% | 3.03% | 57 | -2,113 | -0.95% | Q1 2026 | Apr 30, 2026 |
| Stablepoint Partners, LLC | History | Added to | 219,580 | 13,126 | 1.95% | 2.04% | 58 | +1,362 | 0.62% | Q1 2026 | Apr 30, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Added to | 216,383 | 12,935 | 5.66% | 5.51% | 59 | +1,839 | 0.86% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 214,238 | 12,807 | 0.93% | 0.98% | 60 | -17,245 | -7.45% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 213,422 | 12,758 | 0.05% | 0.04% | 61 | +42,400 | 24.79% | Q1 2026 | Apr 30, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 211,031 | 12,615 | 1.0% | 1.66% | 62 | -80,908 | -27.71% | Q1 2026 | Apr 16, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 204,583 | 12,248 | 1.47% | 0.22% | 63 | +175,798 | 610.73% | Q1 2026 | Apr 22, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 202,435 | 12,101 | 2.49% | 2.72% | 64 | -4,043 | -1.96% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 196,717 | 11,759 | 0.01% | 0.01% | 65 | +6,853 | 3.61% | Q1 2026 | May 11, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 191,925 | 11,473 | 2.2% | 2.26% | 66 | -9,687 | -4.8% | Q1 2026 | Apr 23, 2026 |
| Sterling Manor Financial, LLC | History | Added to | 190,997 | 11,417 | 7.14% | 6.9% | 67 | +6,387 | 3.46% | Q1 2026 | Apr 10, 2026 |
| IronBridge Private Wealth, LLC | History | New | 188,413 | 11,263 | 3.63% | — | 68 | +188,413 | New | Q1 2026 | May 13, 2026 |
| Altium Investment Strategies LLC | History | New | 185,542 | 11,108 | 32.66% | — | 69 | +185,542 | New | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 180,217 | 10,773 | 0.01% | 0.01% | 70 | -4,609 | -2.49% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Added to | 175,622 | 10,498 | 0.03% | 0.03% | 71 | +7,003 | 4.15% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 167,704 | 10,042 | 0.06% | 0.05% | 72 | +38,001 | 29.3% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 164,228 | 9,817 | 0.52% | 0.19% | 73 | +96,023 | 140.79% | Q1 2026 | May 12, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 161,164 | 9,634 | 4.39% | 4.83% | 74 | -16,992 | -9.54% | Q1 2026 | Apr 27, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 160,114 | 9,571 | 0.73% | 0.49% | 75 | +59,538 | 59.2% | Q1 2026 | Apr 22, 2026 |
| Cassia Capital Partners, LLC | History | Reduced | 156,304 | 9,343 | 4.81% | 5.12% | 76 | -1,665 | -1.05% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 154,767 | 9,251 | 0.0% | — | 77 | +154,767 | New | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 154,245 | 9,220 | 0.11% | 0.13% | 78 | -649 | -0.42% | Q1 2026 | Apr 23, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 153,541 | 9,178 | 0.05% | 0.05% | 79 | -2,557 | -1.64% | Q1 2026 | May 05, 2026 |
| Triumph Capital Management | History | Reduced | 152,324 | 9,140 | 1.86% | 2.86% | 80 | -68,471 | -31.01% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 150,419 | 8,992 | 0.19% | 0.26% | 81 | -53,774 | -26.33% | Q1 2026 | May 01, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 150,181 | 8,977 | 0.05% | 0.05% | 82 | +705 | 0.47% | Q1 2026 | May 05, 2026 |
| Integrated Advisors Network LLC | History | Added to | 149,544 | 8,939 | 0.47% | 0.34% | 83 | +22,139 | 17.38% | Q1 2026 | Apr 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 147,295 | 8,805 | 0.39% | 0.38% | 84 | +9,381 | 6.8% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 146,994 | 8,787 | 0.02% | — | 85 | +146,994 | New | Q1 2026 | May 01, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 146,525 | 8,759 | 0.99% | 0.96% | 86 | -3,354 | -2.24% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 146,265 | 8,743 | 0.02% | 0.02% | 87 | -57,769 | -28.31% | Q1 2026 | May 14, 2026 |
| Virtus Wealth Solutions LLC | History | Reduced | 140,924 | 8,424 | 1.6% | 1.64% | 88 | -3,051 | -2.12% | Q1 2026 | May 08, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 140,408 | 8,393 | 0.33% | 0.3% | 89 | +5,062 | 3.74% | Q1 2026 | May 12, 2026 |
| Capasso Planning Partners LLC | History | Added to | 139,190 | 8,320 | 4.49% | 4.18% | 90 | +11,725 | 9.2% | Q1 2026 | May 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 137,612 | 8,226 | 0.1% | 0.13% | 91 | -36,024 | -20.75% | Q1 2026 | Apr 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 135,888 | 8,123 | 2.05% | 2.21% | 92 | +9,404 | 7.43% | Q1 2026 | May 08, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 134,529 | 8,042 | 5.09% | 5.51% | 93 | -9,596 | -6.66% | Q1 2026 | Apr 20, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 133,525 | 7,981 | 1.5% | 1.59% | 94 | +66,550 | 99.37% | Q1 2026 | Apr 29, 2026 |
| Kinloch Capital, LLC | History | Added to | 132,320 | 7,910 | 3.23% | 2.53% | 95 | +34,550 | 35.34% | Q1 2026 | May 15, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 131,305 | 7,849 | 1.44% | 1.74% | 96 | -23,020 | -14.92% | Q1 2026 | May 14, 2026 |
| Synergy Asset Management, LLC | History | Added to | 130,514 | 7,802 | 0.83% | 0.35% | 97 | +74,216 | 131.83% | Q1 2026 | May 13, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 130,373 | 7,793 | 2.06% | 2.04% | 98 | -2,326 | -1.75% | Q1 2026 | Apr 22, 2026 |
| TD Capital Management LLC | History | Reduced | 128,667 | 7,691 | 0.69% | 0.71% | 99 | -4,751 | -3.56% | Q1 2026 | May 11, 2026 |
| HighPoint Advisor Group LLC | History | New | 126,592 | 7,567 | 0.32% | — | 100 | +126,592 | New | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 126,206 | 7,544 | 0.43% | 0.5% | 101 | -13,538 | -9.69% | Q1 2026 | Apr 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 123,515 | 7,383 | 0.17% | 0.19% | 102 | -4,005 | -3.14% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 120,590 | 7,208 | 0.08% | 0.1% | 103 | -23,022 | -16.03% | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 119,020 | 7,132 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 118,507 | 7,084 | 0.08% | 0.02% | 105 | +94,770 | 399.25% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 116,437 | 6,960 | 0.13% | 0.1% | 106 | +26,553 | 29.54% | Q1 2026 | May 11, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 112,706 | 6,737 | 0.38% | 0.41% | 107 | +5,431 | 5.06% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 111,631 | 6,674 | 0.05% | 0.05% | 108 | +4,859 | 4.55% | Q1 2026 | May 14, 2026 |
| 1776 Wealth LLC | History | Reduced | 109,981 | 6,574 | 2.58% | 2.57% | 109 | -3,780 | -3.32% | Q1 2026 | May 08, 2026 |
| Fairway Financial, LLC | History | Added to | 103,760 | 6,202 | 4.72% | 4.61% | 110 | +1,915 | 1.88% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Added to | 101,163 | 6,048 | 0.17% | 0.11% | 111 | +32,207 | 46.71% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 99,733 | 5,962 | 0.01% | 0.01% | 112 | -56,610 | -36.21% | Q1 2026 | May 14, 2026 |
| Nilsine Partners, LLC | History | Added to | 96,181 | 5,767 | 0.45% | 0.47% | 113 | +6,604 | 7.37% | Q1 2026 | Apr 29, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 95,663 | 5,718 | 1.45% | 1.63% | 114 | -399 | -0.42% | Q1 2026 | Apr 28, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 92,538 | 5,531 | 0.17% | 0.22% | 115 | -22,196 | -19.35% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 91,900 | 5,493 | 0.34% | 0.29% | 116 | -7,095 | -7.17% | Q1 2026 | Apr 28, 2026 |
| EdgeRock Capital LLC | History | Reduced | 89,630 | 5,362 | 1.45% | 1.95% | 117 | -32,692 | -26.73% | Q1 2026 | Apr 16, 2026 |
| Inspire Advisors, LLC | History | Added to | 87,016 | 5,201 | 0.42% | 0.05% | 118 | +78,221 | 889.38% | Q1 2026 | May 15, 2026 |
| SageGuard Financial Group, LLC | History | New | 83,848 | 5,012 | 0.78% | — | 119 | +83,848 | New | Q1 2026 | Apr 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 83,530 | 4,993 | 0.17% | 0.1% | 120 | +10,866 | 14.95% | Q1 2026 | Apr 23, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 81,093 | 4,847 | 0.0% | 0.01% | 121 | -119,492 | -59.57% | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 80,505 | 4,812 | 0.23% | — | 122 | +80,505 | New | Q1 2026 | Apr 28, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 80,332 | 4,802 | 0.06% | 0.06% | 123 | -1,249 | -1.53% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 80,131 | 4,790 | 0.18% | 0.41% | 124 | -99,452 | -55.38% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 79,646 | 4,761 | 0.11% | 0.09% | 125 | +17,644 | 28.46% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 77,317 | 4,621 | 0.02% | 0.04% | 126 | -24,761 | -24.26% | Q1 2026 | May 13, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 76,668 | 4,583 | 5.04% | 4.5% | 127 | +8,968 | 13.25% | Q1 2026 | Apr 07, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 75,955 | 4,540 | 0.65% | 0.69% | 128 | -2,652 | -3.37% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 75,498 | 4,525 | 0.0% | 0.0% | 129 | -68,983 | -47.75% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 74,054 | 4,442 | 0.12% | 0.11% | 130 | +503 | 0.68% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 73,430 | 4,389 | 0.01% | 0.02% | 131 | -37,142 | -33.59% | Q1 2026 | May 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 70,405 | 4,208 | 0.05% | 0.02% | 132 | +46,889 | 199.39% | Q1 2026 | May 11, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 68,887 | 4,118 | 2.06% | 1.36% | 133 | -1,452 | -2.06% | Q1 2026 | Apr 24, 2026 |
| OPINICUS CAPITAL, INC. | History | Added to | 68,003 | 4,065 | 2.87% | 1.53% | 134 | +31,365 | 85.61% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 67,353 | 4,040 | 0.02% | 0.02% | 135 | +5,814 | 9.45% | Q1 2026 | May 15, 2026 |
| Centerpoint Advisory Group | History | Added to | 67,160 | 4,014 | 3.02% | 1.26% | 136 | +39,878 | 146.17% | Q1 2026 | Apr 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 65,393 | 3,909 | 0.09% | 0.23% | 137 | -108,959 | -62.49% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 65,209 | 3,898 | 0.08% | 0.08% | 138 | -5,256 | -7.46% | Q1 2026 | Apr 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 64,425 | 3,851 | 0.04% | 0.05% | 139 | +781 | 1.23% | Q1 2026 | May 08, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 62,583 | 3,741 | 0.2% | 0.23% | 140 | -3,236 | -4.92% | Q1 2026 | May 11, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 61,760 | 3,692 | 1.49% | 1.42% | 141 | +1,793 | 2.99% | Q1 2026 | Apr 08, 2026 |
| StoneX Group Inc. | History | Reduced | 58,369 | 3,501 | 0.19% | 0.31% | 142 | -60,204 | -50.77% | Q1 2026 | May 14, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 57,751 | 3,452 | 0.1% | 0.1% | 143 | -405 | -0.7% | Q1 2026 | May 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 57,640 | 3,445 | 1.71% | 1.65% | 144 | -50 | -0.09% | Q1 2026 | May 07, 2026 |
| Claris Financial LLC | History | Added to | 56,887 | 3,400 | 1.86% | 1.65% | 145 | +5,270 | 10.21% | Q1 2026 | May 18, 2026 |
| RFG Advisory, LLC | History | Added to | 56,790 | 3,394 | 0.06% | 0.06% | 146 | +1,995 | 3.64% | Q1 2026 | Apr 17, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 56,652 | 3,386 | 0.22% | 0.23% | 147 | -3,741 | -6.19% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 56,439 | 3,385 | 0.05% | 0.05% | 148 | +371 | 0.66% | Q1 2026 | May 01, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 56,197 | 3,359 | 0.21% | 0.21% | 149 | +42 | 0.07% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 54,840 | 3,278 | 0.16% | 0.18% | 150 | -1,380 | -2.45% | Q1 2026 | Apr 23, 2026 |
| Stone Wealth Partners | History | Added to | 54,372 | 3,261 | 2.93% | 2.88% | 151 | +308 | 0.57% | Q1 2026 | May 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 53,459 | 3,195 | 0.06% | 0.07% | 152 | -7,224 | -11.9% | Q1 2026 | May 14, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 51,828 | 3,109 | 0.32% | 0.29% | 153 | +4,512 | 9.54% | Q1 2026 | May 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 51,857 | 3,099 | 0.05% | 0.05% | 154 | +9,912 | 23.63% | Q1 2026 | May 18, 2026 |
| Advisory Alpha, LLC | History | Reduced | 51,726 | 3,092 | 0.08% | 0.11% | 155 | -12,997 | -20.08% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 51,009 | 3,049 | 0.03% | 0.03% | 156 | -1,555 | -2.96% | Q1 2026 | May 12, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 50,204 | 3,002 | 0.65% | 0.63% | 157 | +1,715 | 3.54% | Q1 2026 | Apr 08, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 49,909 | 2,983 | 0.22% | 0.18% | 158 | -140 | -0.28% | Q1 2026 | May 20, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 49,277 | 2,945 | 0.51% | 0.25% | 159 | +25,251 | 105.1% | Q1 2026 | May 06, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 48,216 | 2,882 | 0.46% | 0.62% | 160 | -7,981 | -14.2% | Q1 2026 | Apr 17, 2026 |
| Moment Partners, LLC | History | New | 47,809 | 2,867 | 0.51% | — | 161 | +47,809 | New | Q1 2026 | May 04, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 47,428 | 2,835 | 0.31% | 0.3% | 162 | -43 | -0.09% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 47,304 | 2,827 | 0.02% | 0.02% | 163 | +1,636 | 3.58% | Q1 2026 | Apr 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 47,256 | 2,825 | 0.11% | 0.16% | 164 | -26,744 | -36.14% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 46,016 | 2,750 | 0.06% | 0.07% | 165 | -4,671 | -9.22% | Q1 2026 | May 04, 2026 |
| Spire Wealth Management | History | Reduced | 45,673 | 2,730 | 0.09% | 0.13% | 166 | -19,201 | -29.6% | Q1 2026 | Apr 22, 2026 |
| Gerald Baker Financial Group LLC | History | New | 43,575 | 2,604 | 0.82% | — | 167 | +43,575 | New | Q1 2026 | May 06, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 43,514 | 2,601 | 0.88% | 0.85% | 168 | +1,804 | 4.33% | Q1 2026 | Apr 09, 2026 |
| NWF Advisory Services Inc. | History | New | 42,198 | 2,522 | 0.28% | — | 169 | +42,198 | New | Q1 2026 | May 04, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 41,821 | 2,506 | 0.12% | 0.12% | 170 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 41,070 | 2,455 | 0.01% | 0.02% | 171 | -2,786 | -6.35% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 40,528 | 2,422 | 0.07% | 0.09% | 172 | -13,045 | -24.35% | Q1 2026 | May 13, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 40,397 | 2,414 | 1.89% | 2.86% | 173 | -16,177 | -28.59% | Q1 2026 | Apr 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 297,430 | 2,412 | 0.11% | 0.08% | 174 | -49,478 | -14.26% | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 40,007 | 2,391 | 0.34% | 0.39% | 175 | -587 | -1.45% | Q1 2026 | May 08, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 38,421 | 2,296 | 0.49% | 0.5% | 176 | -1,261 | -3.18% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 37,359 | 2,239 | 0.14% | 0.1% | 177 | +535 | 1.45% | Q1 2026 | Apr 24, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 36,202 | 2,164 | 0.12% | 0.12% | 178 | +2,034 | 5.95% | Q1 2026 | Apr 09, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 35,762 | 2,137 | 0.65% | 0.46% | 179 | -295 | -0.82% | Q1 2026 | May 12, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 35,681 | 2,133 | 1.59% | 1.95% | 180 | -9,598 | -21.2% | Q1 2026 | Apr 17, 2026 |
| Balefire, LLC | History | Reduced | 35,575 | 2,126 | 0.4% | 0.42% | 181 | -552 | -1.53% | Q1 2026 | May 07, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 34,537 | 2,071 | 1.02% | 2.43% | 182 | -66,760 | -65.91% | Q1 2026 | Jun 01, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 34,319 | 2,051 | 0.14% | 0.15% | 183 | -1,578 | -4.4% | Q1 2026 | May 01, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 34,129 | 2,040 | 0.65% | 0.68% | 184 | -2,435 | -6.66% | Q1 2026 | Apr 15, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 34,091 | 2,037 | 0.46% | 0.48% | 185 | -839 | -2.4% | Q1 2026 | Apr 27, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 33,766 | 2,018 | 0.03% | 0.03% | 186 | -398 | -1.16% | Q1 2026 | Apr 28, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 33,480 | 2,001 | 0.8% | 0.78% | 187 | +2,105 | 6.71% | Q1 2026 | Apr 21, 2026 |
| Continuum Advisory, LLC | History | Added to | 33,295 | 1,990 | 0.19% | 0.13% | 188 | +11,847 | 55.24% | Q1 2026 | Apr 22, 2026 |
| 360 Financial, Inc. | History | Added to | 32,667 | 1,952 | 0.59% | 0.59% | 189 | +141 | 0.43% | Q1 2026 | May 07, 2026 |
| WELCH & FORBES LLC | History | Reduced | 32,645 | 1,951 | 0.03% | 0.03% | 190 | -2,407 | -6.87% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 31,825 | 1,902 | 0.02% | 0.01% | 191 | +18,385 | 136.79% | Q1 2026 | May 15, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 31,814 | 1,901 | 0.36% | 0.34% | 192 | -5,836 | -15.5% | Q1 2026 | May 11, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 31,185 | 1,864 | 0.27% | 0.32% | 193 | -4,406 | -12.38% | Q1 2026 | Apr 21, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 31,175 | 1,863 | 0.01% | 0.11% | 194 | -218,276 | -87.5% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 30,197 | 1,805 | 0.04% | 0.04% | 195 | +1,908 | 6.74% | Q1 2026 | May 15, 2026 |
| Core Wealth Partners LLC | History | Reduced | 29,318 | 1,752 | 0.81% | 0.84% | 196 | -1,791 | -5.76% | Q1 2026 | May 08, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 29,121 | 1,741 | 0.05% | 0.05% | 197 | -1,713 | -5.56% | Q1 2026 | Apr 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 28,415 | 1,698 | 0.12% | 0.13% | 198 | -750 | -2.57% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 28,020 | 1,675 | 0.02% | 0.03% | 199 | -3,436 | -10.92% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Reduced | 27,917 | 1,674 | 0.02% | 0.03% | 200 | -5,357 | -16.1% | Q1 2026 | May 15, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 27,569 | 1,648 | 1.11% | 1.27% | 201 | -4,520 | -14.09% | Q1 2026 | May 07, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 26,810 | 1,602 | 1.58% | 1.49% | 202 | +1,409 | 5.55% | Q1 2026 | Apr 07, 2026 |
| US BANCORP \DE\ | History | Added to | 26,774 | 1,600 | 0.0% | 0.0% | 203 | +19,159 | 251.6% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 26,622 | 1,591 | 0.04% | 0.03% | 204 | +17,570 | 194.1% | Q1 2026 | Apr 27, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 25,876 | 1,551 | 0.03% | 0.03% | 205 | +3,262 | 14.42% | Q1 2026 | May 04, 2026 |
| Maia Wealth LLC | History | Reduced | 25,284 | 1,511 | 0.26% | 0.27% | 206 | -1,517 | -5.66% | Q1 2026 | May 08, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 25,000 | 1,494 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 24,990 | 1,493 | 0.13% | 0.18% | 208 | -8,718 | -25.86% | Q1 2026 | Apr 30, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 24,731 | 1,478 | 0.16% | 0.25% | 209 | -421 | -1.67% | Q1 2026 | May 07, 2026 |
| Apollon Wealth Management, LLC | History | No change | 24,701 | 1,476 | 0.02% | 0.03% | 210 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 24,122 | 1,442 | 0.92% | 0.94% | 211 | -534 | -2.17% | Q1 2026 | May 15, 2026 |
| Cannon Advisors, Inc. | History | New | 23,929 | 1,430 | 1.06% | — | 212 | +23,929 | New | Q1 2026 | Apr 24, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 23,222 | 1,392 | 0.1% | 0.12% | 213 | -3,640 | -13.55% | Q1 2026 | Apr 20, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 23,217 | 1,387 | 0.12% | 0.13% | 214 | -3,453 | -12.95% | Q1 2026 | May 11, 2026 |
| TKG Advisors, LLC | History | New | 23,003 | 1,375 | 0.57% | — | 215 | +23,003 | New | Q1 2026 | Apr 24, 2026 |
| Brown Financial Advisors | History | Reduced | 22,804 | 1,363 | 0.52% | 0.52% | 216 | -1,077 | -4.51% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | New | 22,762 | 1,360 | 0.04% | — | 217 | +22,762 | New | Q1 2026 | Apr 09, 2026 |
| Ascentis Independent Advisors | History | Added to | 22,719 | 1,358 | 0.1% | 0.09% | 218 | +13,122 | 136.73% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Added to | 22,561 | 1,348 | 0.0% | 0.0% | 219 | +8,207 | 57.18% | Q1 2026 | May 12, 2026 |
| Paladin Wealth, LLC | History | Added to | 22,562 | 1,348 | 0.93% | 0.89% | 220 | +699 | 3.2% | Q1 2026 | Apr 16, 2026 |
| G&S Capital LLC | History | New | 22,116 | 1,322 | 0.46% | — | 222 | +22,116 | New | Q1 2026 | Apr 07, 2026 |
| Uncommon Cents Investing LLC | History | Added to | 22,120 | 1,322 | 0.31% | 0.32% | 221 | +55 | 0.25% | Q1 2026 | Apr 15, 2026 |
| White Wing Wealth Management | History | Added to | 22,113 | 1,321 | 0.79% | 0.55% | 223 | +6,871 | 45.08% | Q1 2026 | Apr 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 21,480 | 1,284 | 0.0% | — | 224 | +21,480 | New | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 20,915 | 1,250 | 0.0% | 0.0% | 225 | +1,885 | 9.91% | Q1 2026 | May 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 20,857 | 1,246 | 0.04% | 0.02% | 226 | +9,386 | 81.82% | Q1 2026 | May 14, 2026 |
| Second Line Capital, LLC | History | Reduced | 20,800 | 1,243 | 0.24% | 2.88% | 228 | -213,041 | -91.11% | Q1 2026 | May 14, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 20,804 | 1,243 | 0.24% | 0.24% | 227 | -395 | -1.86% | Q1 2026 | Apr 16, 2026 |
| Composition Wealth, LLC | History | No change | 20,631 | 1,233 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 20,615 | 1,232 | 0.38% | 0.27% | 230 | +5,939 | 40.47% | Q1 2026 | May 01, 2026 |
| DAGCO, INC. | History | Added to | 20,578 | 1,230 | 0.27% | 0.16% | 231 | +8,913 | 76.41% | Q1 2026 | Apr 20, 2026 |
| KKM Financial LLC | History | No change | 19,319 | 1,157 | 0.21% | 0.21% | 232 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 18,883 | 1,128 | 0.15% | 0.21% | 233 | -7,425 | -28.22% | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 18,650 | 1,114 | 0.08% | 0.09% | 234 | -616 | -3.2% | Q1 2026 | Apr 14, 2026 |
| Weitzel Financial Services, Inc. | History | Reduced | 18,141 | 1,084 | 0.41% | 0.45% | 235 | -1,106 | -5.75% | Q1 2026 | Apr 29, 2026 |
| MTM Investment Management, LLC | History | Added to | 17,908 | 1,070 | 0.34% | 0.34% | 236 | +1 | 0.01% | Q1 2026 | May 06, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 17,840 | 1,066 | 8.09% | 6.76% | 237 | -1,227 | -6.44% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 17,792 | 1,063 | 0.01% | 0.01% | 238 | +8,395 | 89.34% | Q1 2026 | May 08, 2026 |
| Family Capital Management, Inc. | History | Reduced | 17,113 | 1,023 | 0.45% | 0.84% | 239 | -14,258 | -45.45% | Q1 2026 | Apr 22, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 16,733 | 1,000 | 0.42% | 0.35% | 240 | +864 | 5.44% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 16,600 | 992 | 0.0% | — | 241 | +16,600 | New | Q1 2026 | May 13, 2026 |
| Keystone Financial Group | History | New | 16,487 | 985 | 0.07% | — | 242 | +16,487 | New | Q1 2026 | May 13, 2026 |
| Strategic Financial Concepts, LLC | History | New | 16,002 | 976 | 0.24% | — | 243 | +16,002 | New | Q1 2026 | May 12, 2026 |
| Regal Investment Advisors LLC | History | New | 15,749 | 941 | 0.05% | — | 244 | +15,749 | New | Q1 2026 | May 14, 2026 |
| First Financial Group Corp | History | Added to | 15,318 | 915 | 0.75% | 0.78% | 245 | +77 | 0.51% | Q1 2026 | Apr 22, 2026 |
| World Investment Advisors | History | New | 15,197 | 908 | 0.01% | — | 246 | +15,197 | New | Q1 2026 | Apr 27, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 15,015 | 897 | 0.06% | 0.05% | 247 | +4,702 | 45.59% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | Added to | 14,622 | 874 | 0.0% | 0.0% | 248 | +352 | 2.47% | Q1 2026 | May 15, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 14,540 | 869 | 0.3% | 0.32% | 249 | -711 | -4.66% | Q1 2026 | May 13, 2026 |
| Stenger Family Office, LLC | History | New | 14,430 | 862 | 0.15% | — | 250 | +14,430 | New | Q1 2026 | Apr 29, 2026 |
| Refined Wealth Management | History | No change | 14,209 | 849 | 0.54% | 0.57% | 251 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GeoWealth Management, LLC | History | New | 14,055 | 840 | 0.03% | — | 252 | +14,055 | New | Q1 2026 | May 13, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 13,895 | 830 | 0.23% | 0.21% | 253 | +712 | 5.4% | Q1 2026 | Apr 27, 2026 |
| Front Row Advisors LLC | History | Reduced | 13,800 | 827 | 0.28% | 0.32% | 254 | -2,200 | -13.75% | Q1 2026 | May 19, 2026 |
| Coastwise Capital Group, LLC | History | Reduced | 13,447 | 803 | 0.45% | 0.41% | 255 | -218 | -1.6% | Q1 2026 | May 07, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 13,385 | 800 | 0.02% | 0.03% | 256 | -5,500 | -29.12% | Q1 2026 | May 04, 2026 |
| PFG Investments, LLC | History | Added to | 13,238 | 791 | 0.04% | 0.01% | 257 | +9,128 | 222.09% | Q1 2026 | Apr 27, 2026 |
| SLT Holdings LLC | History | Added to | 13,238 | 791 | 0.54% | 0.51% | 258 | +1 | 0.01% | Q1 2026 | Apr 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 13,088 | 782 | 0.06% | 0.11% | 259 | -13,619 | -50.99% | Q1 2026 | Apr 20, 2026 |
| Smith Partners Wealth Management, LLC | History | No change | 12,790 | 764 | 0.68% | 0.7% | 260 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 12,509 | 747 | 0.03% | 0.04% | 261 | -3,313 | -20.94% | Q1 2026 | May 05, 2026 |
| Mattson Financial Services, LLC | History | Added to | 12,486 | 746 | 0.18% | 0.16% | 262 | +718 | 6.1% | Q1 2026 | May 11, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 12,280 | 734 | 0.29% | 0.3% | 263 | -18 | -0.15% | Q1 2026 | May 11, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 12,117 | 724 | 0.06% | 0.1% | 264 | -2,695 | -18.19% | Q1 2026 | May 12, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 12,098 | 723 | 0.25% | 0.86% | 265 | -27,490 | -69.44% | Q1 2026 | Apr 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,923 | 712 | 0.0% | 0.0% | 266 | +5,483 | 85.14% | Q1 2026 | May 14, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 11,625 | 694 | 0.14% | 0.15% | 267 | +76 | 0.66% | Q1 2026 | Apr 24, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 11,538 | 689 | 0.18% | 0.21% | 268 | -1,128 | -8.91% | Q1 2026 | May 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 11,484 | 686 | 0.02% | 0.04% | 269 | -13,572 | -54.17% | Q1 2026 | Apr 29, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 11,393 | 682 | 0.05% | 0.05% | 270 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 11,288 | 674 | 0.16% | 0.2% | 271 | -3,273 | -22.48% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 11,168 | 667 | 0.02% | 0.02% | 272 | -87 | -0.77% | Q1 2026 | Apr 20, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | New | 11,122 | 664 | 0.68% | — | 273 | +11,122 | New | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,068 | 663 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Objective Capital Management, LLC | History | Added to | 10,867 | 649 | 0.65% | 0.66% | 275 | +26 | 0.24% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Added to | 10,856 | 648 | 0.0% | 0.0% | 276 | +724 | 7.15% | Q1 2026 | May 15, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 10,636 | 635 | 0.24% | 8.88% | 277 | -364,648 | -97.17% | Q1 2026 | May 12, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 10,540 | 630 | 0.03% | 0.03% | 278 | -178 | -1.66% | Q1 2026 | May 08, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 10,125 | 605 | 0.05% | 0.05% | 279 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Archer Investment Corp | History | Reduced | 10,015 | 598 | 0.13% | 0.15% | 280 | -726 | -6.76% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 9,814 | 587 | 0.0% | 0.0% | 281 | -903 | -8.43% | Q1 2026 | May 01, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 9,733 | 581 | 0.01% | 0.01% | 282 | -1,621 | -14.28% | Q1 2026 | May 01, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 9,733 | 581 | 0.2% | 0.22% | 283 | -562 | -5.46% | Q1 2026 | May 08, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 9,567 | 573 | 0.49% | 0.49% | 284 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 9,554 | 571 | 0.13% | 0.18% | 285 | -3,271 | -25.5% | Q1 2026 | Apr 07, 2026 |
| Cerity Partners LLC | History | No change | 9,402 | 562 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Added to | 9,323 | 557 | 0.95% | 0.42% | 288 | +1,351 | 16.95% | Q1 2026 | Apr 22, 2026 |
| Crumly & Associates Inc. | History | No change | 9,324 | 557 | 0.12% | 0.12% | 287 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Latitude Advisors, LLC | History | Reduced | 9,224 | 551 | 0.25% | 0.24% | 289 | -13 | -0.14% | Q1 2026 | Apr 27, 2026 |
| Qube Research & Technologies Ltd | History | New | 9,021 | 539 | 0.0% | — | 290 | +9,021 | New | Q1 2026 | May 15, 2026 |
| Gibbs Wealth Management | History | Added to | 8,867 | 530 | 0.07% | 0.07% | 291 | +3,993 | 81.92% | Q1 2026 | May 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 8,605 | 514 | 0.05% | 0.05% | 292 | -335 | -3.75% | Q1 2026 | Apr 15, 2026 |
| Vines Capital Management, LLC | History | No change | 8,596 | 513 | 0.51% | 0.5% | 293 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 8,562 | 511 | 0.0% | 0.0% | 294 | -3,014 | -26.04% | Q1 2026 | Apr 29, 2026 |
| Aries Wealth Management | History | No change | 8,500 | 508 | 0.11% | 0.11% | 295 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 8,404 | 502 | 0.35% | 0.38% | 296 | -560 | -6.25% | Q1 2026 | Apr 17, 2026 |
| First Heartland Consultants, Inc. | History | No change | 8,370 | 500 | 0.04% | 0.04% | 297 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 8,135 | 486 | 0.0% | 0.01% | 298 | -23,120 | -73.97% | Q1 2026 | May 13, 2026 |
| Collaborative Wealth Managment Inc. | History | New | 8,118 | 485 | 0.22% | — | 299 | +8,118 | New | Q1 2026 | May 05, 2026 |
| Rathbones Group PLC | History | Reduced | 8,111 | 484 | 0.0% | 0.0% | 300 | -317 | -3.76% | Q1 2026 | May 12, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | New | 8,010 | 478 | 0.23% | — | 301 | +8,010 | New | Q1 2026 | Apr 27, 2026 |
| RAHLFS CAPITAL, LLC | History | No change | 7,850 | 469 | 0.34% | 0.37% | 302 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 7,762 | 465 | 0.49% | 0.49% | 303 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 7,593 | 453 | 0.02% | 0.02% | 304 | +114 | 1.52% | Q1 2026 | May 06, 2026 |
| NBT BANK N A /NY | History | Added to | 7,355 | 439 | 0.03% | 0.03% | 305 | +7,235 | 6029.17% | Q1 2026 | Apr 28, 2026 |
| Sovran Advisors, LLC | History | Reduced | 7,192 | 430 | 0.03% | 0.04% | 306 | -731 | -9.23% | Q1 2026 | May 01, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 7,184 | 429 | 0.06% | 0.06% | 307 | -610 | -7.83% | Q1 2026 | Apr 23, 2026 |
| Strid Group, LLC | History | Reduced | 7,141 | 426 | 0.05% | 0.08% | 308 | -3,930 | -35.5% | Q1 2026 | Apr 29, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 7,077 | 423 | 0.01% | — | 309 | +7,077 | New | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 7,050 | 421 | 0.02% | 0.02% | 310 | -1,437 | -16.93% | Q1 2026 | May 18, 2026 |
| Janney Capital Management LLC | History | No change | 7,025 | 421 | 0.03% | 0.03% | 311 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Brookwood Investment Group LLC | History | Added to | 7,036 | 420 | 0.05% | 0.04% | 312 | +1,399 | 24.82% | Q1 2026 | May 04, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 6,974 | 416 | 0.07% | 0.03% | 313 | +3,537 | 102.91% | Q1 2026 | Apr 21, 2026 |
| Quadrature Capital Ltd | History | New | 6,900 | 412 | 0.0% | — | 314 | +6,900 | New | Q1 2026 | May 15, 2026 |
| Lunt Capital Management, Inc. | History | No change | 6,803 | 406 | 0.16% | 0.15% | 315 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 6,585 | 393 | 0.3% | 0.31% | 316 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LEE DANNER & BASS INC | History | No change | 6,550 | 391 | 0.02% | 0.03% | 317 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 6,445 | 385 | 0.01% | 0.01% | 318 | -662 | -9.31% | Q1 2026 | Apr 08, 2026 |
| Troutman Wealth Management, LLC | History | Reduced | 6,348 | 379 | 0.32% | 0.32% | 319 | -62 | -0.97% | Q1 2026 | May 08, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 6,132 | 366 | 0.06% | 0.06% | 320 | +10 | 0.16% | Q1 2026 | Apr 29, 2026 |
| TCFG Investment Advisors, LLC | History | New | 6,109 | 365 | 0.14% | — | 322 | +6,109 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 6,109 | 365 | 0.14% | 0.14% | 321 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 6,094 | 364 | 0.27% | 0.34% | 323 | -2,703 | -30.73% | Q1 2026 | May 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 5,875 | 351 | 0.02% | 0.02% | 324 | -65 | -1.09% | Q1 2026 | Apr 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 5,847 | 349 | 0.0% | 0.0% | 325 | -2,881 | -33.01% | Q1 2026 | May 15, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 5,826 | 348 | 0.04% | 1.85% | 326 | -241,296 | -97.64% | Q1 2026 | May 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 5,708 | 341 | 0.01% | 0.01% | 327 | +1,410 | 32.81% | Q1 2026 | Apr 07, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 5,715 | 341 | 0.15% | 0.15% | 328 | +33 | 0.58% | Q1 2026 | Apr 30, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 5,522 | 330 | 0.26% | 0.29% | 329 | -440 | -7.38% | Q1 2026 | Apr 07, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 5,515 | 329 | 0.13% | 0.11% | 330 | +642 | 13.17% | Q1 2026 | Apr 24, 2026 |
| Tidemark, LLC | History | Added to | 5,459 | 326 | 0.08% | 0.09% | 331 | +6 | 0.11% | Q1 2026 | May 07, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 5,336 | 318 | 0.05% | 0.06% | 332 | -33 | -0.61% | Q1 2026 | Apr 29, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 5,125 | 306 | 0.03% | 0.03% | 333 | -413 | -7.46% | Q1 2026 | Apr 27, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 5,089 | 304 | 0.2% | 0.21% | 334 | +27 | 0.53% | Q1 2026 | Apr 21, 2026 |
| Keebeck Wealth Management | History | Reduced | 5,045 | 302 | 0.03% | 0.04% | 335 | -1,105 | -17.97% | Q1 2026 | May 14, 2026 |
| Delos Wealth Advisors, LLC | History | New | 5,000 | 298 | 0.17% | — | 336 | +5,000 | New | Q1 2026 | May 14, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Reduced | 4,954 | 296 | 0.09% | 0.09% | 337 | -67 | -1.33% | Q1 2026 | Apr 08, 2026 |
| Advisory Services Network, LLC | History | Reduced | 4,819 | 288 | 0.0% | 0.0% | 338 | -300 | -5.86% | Q1 2026 | May 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 4,730 | 282 | 0.03% | — | 339 | +4,730 | New | Q1 2026 | Apr 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 4,543 | 271 | 0.0% | — | 340 | +4,543 | New | Q1 2026 | May 15, 2026 |
| PFS Partners, LLC | History | Reduced | 4,499 | 268 | 0.12% | 0.15% | 341 | -997 | -18.14% | Q1 2026 | Apr 09, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 4,450 | 266 | 0.24% | 0.24% | 342 | +31 | 0.7% | Q1 2026 | Apr 23, 2026 |
| PFG Advisors | History | Added to | 4,388 | 262 | 0.01% | 0.01% | 343 | +201 | 4.8% | Q1 2026 | May 05, 2026 |
| Del-Sette Capital Management, LLC | History | Added to | 4,286 | 256 | 0.15% | 0.15% | 344 | +357 | 9.09% | Q1 2026 | May 04, 2026 |
| Ascension Capital Advisors, Inc. | History | Reduced | 4,280 | 255 | 0.08% | 0.1% | 345 | -416 | -8.86% | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 4,263 | 254 | 0.14% | 0.08% | 346 | +1,838 | 75.79% | Q1 2026 | May 13, 2026 |
| Elevation Advisory Partners LLC | History | New | 4,180 | 251 | 0.23% | — | 347 | +4,180 | New | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,124 | 246 | 0.0% | 0.0% | 348 | +3,986 | 2888.41% | Q1 2026 | May 07, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 4,069 | 243 | 0.01% | 0.01% | 349 | +219 | 5.69% | Q1 2026 | May 08, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 4,071 | 243 | 0.02% | 0.02% | 350 | +75 | 1.88% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 4,020 | 240 | 0.0% | — | 351 | +4,020 | New | Q1 2026 | May 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 4,000 | 239 | 0.03% | 0.03% | 352 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PMV Capital Advisers, LLC | History | Reduced | 3,983 | 238 | 0.4% | 0.54% | 353 | -968 | -19.55% | Q1 2026 | Apr 16, 2026 |
| CacheTech Inc. | History | No change | 3,966 | 237 | 0.05% | 0.04% | 354 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Motiv8 Investments LLC | History | No change | 3,962 | 237 | 0.13% | 0.13% | 355 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OneAscent Family Office, LLC | History | No change | 3,950 | 236 | 0.16% | 0.16% | 356 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Simmons Bank | History | New | 3,930 | 234 | 0.02% | — | 357 | +3,930 | New | Q1 2026 | Apr 23, 2026 |
| Brookstone Capital Management | History | Reduced | 3,866 | 231 | 0.0% | 0.0% | 358 | -435 | -10.11% | Q1 2026 | Apr 16, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 3,835 | 229 | 0.09% | 0.1% | 359 | -468 | -10.88% | Q1 2026 | May 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 3,804 | 227 | 0.0% | — | 360 | +3,804 | New | Q1 2026 | May 15, 2026 |
| Southland Equity Partners LLC | History | Reduced | 3,794 | 226 | 0.04% | 0.05% | 361 | -47 | -1.22% | Q1 2026 | Apr 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | New | 3,719 | 222 | 0.08% | — | 363 | +3,719 | New | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 3,715 | 222 | 0.0% | — | 362 | +3,715 | New | Q1 2026 | Apr 07, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 3,650 | 218 | 0.02% | 0.02% | 364 | -1,284 | -26.02% | Q1 2026 | May 14, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 3,612 | 215 | 0.05% | 0.06% | 365 | -93 | -2.51% | Q1 2026 | Apr 09, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 3,559 | 212 | 0.09% | 0.09% | 366 | -91 | -2.49% | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,533 | 211 | 0.0% | 0.0% | 367 | -1,142 | -24.43% | Q1 2026 | May 13, 2026 |
| IFS Group,LLC | History | New | 3,451 | 206 | 0.18% | — | 369 | +3,451 | New | Q1 2026 | May 18, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 3,452 | 206 | 0.15% | 0.16% | 368 | +209 | 6.44% | Q1 2026 | Apr 27, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 3,370 | 201 | 0.06% | 0.07% | 370 | -60 | -1.75% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 3,178 | 189 | 0.01% | 0.01% | 371 | -731 | -18.7% | Q1 2026 | Apr 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 3,096 | 185 | 0.09% | 0.1% | 372 | -112 | -3.49% | Q1 2026 | May 15, 2026 |
| Oakworth Capital, Inc. | History | New | 2,500 | 149 | 0.01% | — | 373 | +2,500 | New | Q1 2026 | Apr 24, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 2,450 | 146 | 0.1% | 0.15% | 374 | -1,283 | -34.37% | Q1 2026 | Apr 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,100 | 125 | 0.02% | 0.02% | 375 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Dunhill Financial, LLC | History | Reduced | 2,086 | 124 | 0.03% | 0.03% | 376 | -54 | -2.52% | Q1 2026 | May 06, 2026 |
| Global Trust Asset Management, LLC | History | No change | 2,060 | 123 | 0.05% | 0.05% | 377 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,000 | 119 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,678 | 100 | 0.0% | 0.01% | 379 | -200 | -10.65% | Q1 2026 | Apr 24, 2026 |
| Larson Financial Group LLC | History | Added to | 1,567 | 93 | 0.0% | 0.0% | 380 | +259 | 19.8% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 1,542 | 92 | 0.01% | 0.01% | 381 | +500 | 47.98% | Q1 2026 | May 15, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 1,438 | 85 | 0.04% | — | 382 | +1,438 | New | Q1 2026 | May 08, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 1,238 | 73 | 0.01% | 0.01% | 383 | +3 | 0.24% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 1,206 | 72 | 0.01% | 0.02% | 384 | -255 | -17.45% | Q1 2026 | May 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 1,088 | 65 | 0.02% | 0.02% | 385 | -141 | -11.47% | Q1 2026 | Apr 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,054 | 63 | 0.0% | 0.03% | 386 | -11,357 | -91.51% | Q1 2026 | Apr 07, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 1,053 | 62 | 0.04% | — | 387 | +1,053 | New | Q1 2026 | May 05, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 921 | 55 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 906 | 54 | 0.0% | 0.0% | 390 | +682 | 304.46% | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 915 | 54 | 0.02% | 0.02% | 389 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 900 | 53 | 0.0% | 0.0% | 391 | -250 | -21.74% | Q1 2026 | Apr 23, 2026 |
| BlackRock, Inc. | History | New | 850 | 50 | 0.0% | — | 392 | +850 | New | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 800 | 47 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Anchor Investment Management, LLC | History | New | 700 | 41 | 0.0% | — | 396 | +700 | New | Q1 2026 | May 01, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 691 | 41 | 0.0% | 0.0% | 394 | -37 | -5.08% | Q1 2026 | May 08, 2026 |
| Insight Inv LLC | History | No change | 700 | 41 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 649 | 38 | 0.0% | 0.0% | 397 | +4 | 0.62% | Q1 2026 | May 15, 2026 |
| TSFG, LLC | History | Added to | 643 | 38 | 0.01% | 0.01% | 398 | +4 | 0.63% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 533 | 31 | 0.0% | 0.0% | 399 | +8 | 1.52% | Q1 2026 | May 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 500 | 29 | 0.0% | — | 401 | +500 | New | Q1 2026 | Apr 20, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 500 | 29 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sound Income Strategies, LLC | History | No change | 405 | 24 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 109,834 | 17 | 0.0% | 0.01% | 404 | +2,534 | 2.36% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 290 | 17 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 292 | 17 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pacific Center for Financial Services | History | New | 276 | 16 | 0.0% | — | 406 | +276 | New | Q1 2026 | May 12, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 233 | 13 | 0.01% | — | 408 | +233 | New | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | No change | 219 | 13 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Heritage Wealth Advisors | History | New | 192 | 11 | 0.0% | — | 410 | +192 | New | Q1 2026 | May 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 189 | 11 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | No change | 151 | 9 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 161 | 9 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 145 | 8 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ATWOOD & PALMER INC | History | No change | 133 | 7 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 87 | 5 | 0.0% | — | 415 | +87 | New | Q1 2026 | May 08, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 61 | 3 | 0.0% | — | 418 | +61 | New | Q1 2026 | Apr 13, 2026 |
| SHP Wealth Management | History | New | 60 | 3 | 0.0% | — | 417 | +60 | New | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CX Institutional | History | Reduced | 26 | 2 | 0.0% | 0.0% | 420 | -51 | -66.23% | Q1 2026 | Apr 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 49 | 2 | 0.0% | — | 421 | +49 | New | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 28 | 2 | 0.0% | 0.0% | 419 | +1 | 3.7% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | Reduced | 27 | 1 | 0.0% | 0.0% | 424 | -423 | -94.0% | Q1 2026 | May 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 23 | 1 | 0.0% | 0.0% | 423 | -1 | -4.17% | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Caitlin John, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 23 | 1 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 2.31% | — | -391,713 | -100.0% | Q1 2026 | May 15, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 2.75% | — | -320,988 | -100.0% | Q1 2026 | May 26, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -48,753 | -100.0% | Q1 2026 | May 12, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -31,021 | -100.0% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -30,695 | -100.0% | Q1 2026 | May 14, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 1.2% | — | -25,782 | -100.0% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2 | 0 | — | 0.04% | — | -16,033 | -99.99% | Q1 2026 | May 15, 2026 |
| Paragon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -14,590 | -100.0% | Q1 2026 | May 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,231 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -13,103 | -100.0% | Q1 2026 | May 01, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Closed out | 0 | 0 | — | 0.17% | — | -12,116 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Certified Advisory Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -6,842 | -100.0% | Q1 2026 | Apr 17, 2026 |
| A4 Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -5,267 | -100.0% | Q1 2026 | May 11, 2026 |
| Independent Wealth Network Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -4,729 | -100.0% | Q1 2026 | Apr 20, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,324 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,668 | -100.0% | Q1 2026 | May 07, 2026 |
| Elevation Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -3,659 | -100.0% | Q1 2026 | May 11, 2026 |
| ASL Financial, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -3,655 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Paragon Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,646 | -100.0% | Q1 2026 | May 19, 2026 |
| City Center Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -3,578 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Client First Investment Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,477 | -100.0% | Q1 2026 | Apr 10, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,361 | -100.0% | Q1 2026 | Apr 08, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,345 | -100.0% | Q1 2026 | Apr 20, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,340 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Blue Trust, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -771 | -99.87% | Q1 2026 | Apr 20, 2026 |
| Morton Brown Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 9 | 0 | — | 0.0% | — | -13 | -59.09% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | May 14, 2026 |
| TopTier Wealth Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 05, 2026 |
| Kingdom Financial Group LLC. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |