FIRST TRUST EXCHANGE-TRADED FUND - FVD
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 | Reduced | 18,147,711 | 853,486 | 0.05% | 0.05% | 1 | -959,216 | -5.02% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 16,816,974 | 790,902 | 0.21% | 0.22% | 2 | -390,188 | -2.27% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,345,787 | 251,412 | 0.05% | 0.05% | 3 | -572,763 | -9.68% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,292,515 | 248,906 | 0.02% | 0.02% | 4 | -288,405 | -5.17% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 5,162,932 | 242,812 | 0.07% | 0.08% | 5 | -305,548 | -5.59% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 3,377,606 | 158,848 | 0.02% | 0.03% | 6 | -441,071 | -11.55% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,287,993 | 154,636 | 0.03% | 0.03% | 7 | -447,632 | -11.98% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,272,443 | 153,903 | 0.04% | 0.04% | 8 | +442,068 | 15.62% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,169,935 | 102,051 | 0.09% | 0.1% | 9 | -150,336 | -6.48% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,034,940 | 95,703 | 0.13% | 0.14% | 10 | -244,237 | -10.72% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,983,916 | 93,303 | 0.1% | 0.1% | 11 | -36,710 | -1.82% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,859,101 | 87,440 | 0.13% | 0.18% | 12 | -758,555 | -28.98% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,566,495 | 73,672 | 0.08% | 0.08% | 13 | -31,185 | -1.95% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,281,757 | 60,281 | 0.08% | 0.08% | 14 | -13,760 | -1.06% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,206,149 | 56,725 | 0.15% | 0.17% | 15 | -183,606 | -13.21% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 865,457 | 40,702 | 0.15% | 0.17% | 16 | -5,608 | -0.64% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 830,494 | 39,058 | 0.06% | 0.06% | 17 | -50,132 | -5.69% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 812,645 | 37,877 | 0.0% | 0.0% | 18 | +339,303 | 71.68% | Q1 2026 | May 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 763,623 | 35,913 | 4.15% | 4.38% | 19 | +833 | 0.11% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 707,761 | 33,286 | 0.16% | 0.16% | 20 | -9,301 | -1.3% | Q1 2026 | Apr 24, 2026 |
| Prospera Financial Services Inc | History | Reduced | 616,506 | 29,001 | 0.47% | 0.48% | 21 | -12,156 | -1.93% | Q1 2026 | Apr 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 596,065 | 27,634 | 0.01% | 0.02% | 22 | +54,546 | 10.07% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 554,403 | 26,078 | 0.26% | 0.28% | 23 | -1,841 | -0.33% | Q1 2026 | May 12, 2026 |
| Intellus Advisors LLC | History | Reduced | 552,985 | 26,006 | 3.55% | 3.83% | 24 | -74,189 | -11.83% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 546,709 | 25,712 | 0.06% | 0.06% | 25 | +3,183 | 0.59% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 537,188 | 25,263 | 0.04% | 0.05% | 26 | -33,990 | -5.95% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 501,597 | 23,590 | 0.14% | 0.14% | 27 | +818 | 0.16% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 495,155 | 23,287 | 0.36% | 0.41% | 28 | +51,297 | 11.56% | Q1 2026 | May 15, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 494,262 | 23,245 | 0.71% | 0.69% | 29 | +11,223 | 2.32% | Q1 2026 | Apr 16, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 483,139 | 22,722 | 2.48% | 2.28% | 30 | +14,108 | 3.01% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Reduced | 453,595 | 21,332 | 0.01% | 0.01% | 31 | -7,376 | -1.6% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 453,295 | 21,318 | 0.02% | 0.03% | 32 | -9,061 | -1.96% | Q1 2026 | May 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 452,776 | 21,294 | 0.83% | 1.09% | 33 | +240,213 | 113.01% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 447,558 | 21,048 | 0.06% | 0.06% | 34 | -64,176 | -12.54% | Q1 2026 | May 04, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 414,431 | 19,490 | 1.94% | 1.91% | 35 | -2,824 | -0.68% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 398,372 | 18,461 | 0.12% | 0.09% | 36 | +125,367 | 45.92% | Q1 2026 | May 15, 2026 |
| Solano Wealth Investment Advisors LLC | History | Added to | 390,392 | 18,360 | 9.15% | 8.55% | 37 | +15,812 | 4.22% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 381,973 | 17,964 | 0.01% | 0.01% | 38 | -23,983 | -5.91% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 379,923 | 17,867 | 0.0% | 0.0% | 39 | +241,295 | 174.06% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 365,461 | 17,187 | 0.19% | 0.22% | 40 | -52,459 | -12.55% | Q1 2026 | Apr 20, 2026 |
| Hobart Private Capital, LLC | History | Added to | 356,142 | 16,749 | 3.29% | 3.04% | 41 | +18,420 | 5.45% | Q1 2026 | Apr 07, 2026 |
| Petix & Botte Co | History | Reduced | 324,767 | 15,273 | 3.4% | 3.54% | 42 | -14,106 | -4.16% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 311,649 | 14,656 | 0.17% | 0.16% | 43 | -4,281 | -1.36% | Q1 2026 | Apr 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 311,045 | 14,628 | 0.18% | 0.21% | 44 | -50,490 | -13.97% | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 308,104 | 14,490 | 0.01% | 0.01% | 45 | -4,680 | -1.5% | Q1 2026 | May 07, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 307,314 | 14,459 | 4.01% | 4.08% | 46 | +4,118 | 1.36% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 293,384 | 13,797 | 0.07% | 0.07% | 47 | -255 | -0.09% | Q1 2026 | May 08, 2026 |
| COMMERCE BANK | History | Added to | 285,016 | 13,404 | 0.06% | 0.07% | 48 | +1,293 | 0.46% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Added to | 279,941 | 13,193 | 0.23% | 0.22% | 49 | +12,815 | 4.8% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 271,316 | 12,760 | 0.09% | 0.1% | 50 | +8,832 | 3.36% | Q1 2026 | Apr 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 263,585 | 12,480 | 0.03% | 0.02% | 51 | -32,718 | -11.04% | Q1 2026 | Apr 08, 2026 |
| &PARTNERS | History | Added to | 257,139 | 12,154 | 0.06% | 0.04% | 52 | +103,133 | 66.97% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 255,204 | 12,004 | 0.01% | 0.01% | 53 | +7,692 | 3.11% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 251,777 | 11,841 | 0.13% | 0.11% | 54 | +154,819 | 159.68% | Q1 2026 | May 12, 2026 |
| Claris Financial LLC | History | Added to | 250,591 | 11,785 | 6.45% | 6.1% | 55 | +1,776 | 0.71% | Q1 2026 | May 18, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 244,171 | 11,478 | 0.07% | 0.07% | 56 | -7,897 | -3.13% | Q1 2026 | May 15, 2026 |
| Holistic Financial Partners | History | Reduced | 233,337 | 10,973 | 4.08% | 3.95% | 57 | -2,903 | -1.23% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Added to | 229,722 | 10,803 | 0.02% | 0.02% | 58 | +7,693 | 3.46% | Q1 2026 | May 06, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 229,511 | 10,793 | 0.48% | 0.49% | 59 | -4,578 | -1.96% | Q1 2026 | May 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 224,953 | 10,579 | 0.17% | 0.11% | 60 | +100,640 | 80.96% | Q1 2026 | May 18, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 224,600 | 10,562 | 0.01% | — | 61 | +224,600 | New | Q1 2026 | May 15, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 224,352 | 10,551 | 2.38% | 2.43% | 62 | -3,562 | -1.56% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Reduced | 223,522 | 10,512 | 0.03% | 0.03% | 63 | -13,815 | -5.82% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 216,419 | 10,178 | 0.05% | 0.07% | 64 | +6,768 | 3.23% | Q1 2026 | May 15, 2026 |
| Concentrum Wealth Management | History | Reduced | 210,440 | 9,897 | 2.92% | 2.74% | 65 | -2,417 | -1.14% | Q1 2026 | May 04, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 207,927 | 9,778 | 1.84% | 1.91% | 66 | +103,190 | 98.52% | Q1 2026 | Apr 29, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 204,164 | 9,601 | 1.18% | 1.92% | 67 | -126,813 | -38.31% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Added to | 198,163 | 9,319 | 0.19% | 0.2% | 68 | +6,328 | 3.3% | Q1 2026 | Apr 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 191,794 | 9,020 | 0.05% | 0.05% | 69 | -1,020 | -0.53% | Q1 2026 | May 05, 2026 |
| RFG Advisory, LLC | History | Added to | 182,125 | 8,565 | 0.16% | 0.02% | 70 | +153,352 | 532.97% | Q1 2026 | Apr 17, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 179,708 | 8,451 | 9.3% | 8.51% | 71 | +13,291 | 7.99% | Q1 2026 | Apr 07, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 178,162 | 8,378 | 3.68% | 3.55% | 72 | -4,986 | -2.72% | Q1 2026 | May 05, 2026 |
| Center for Wealth Management Advisory | History | Added to | 173,866 | 8,176 | 5.89% | 5.78% | 73 | +3,799 | 2.23% | Q1 2026 | Apr 24, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 173,179 | 8,144 | 3.54% | 3.27% | 74 | +6,992 | 4.21% | Q1 2026 | Apr 30, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 162,824 | 7,631 | 0.4% | 0.69% | 75 | -117,101 | -41.83% | Q1 2026 | May 15, 2026 |
| Crumly & Associates Inc. | History | Reduced | 158,900 | 7,473 | 1.57% | 1.55% | 76 | -1,605 | -1.0% | Q1 2026 | Apr 02, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 156,810 | 7,374 | 0.09% | 0.1% | 77 | +255 | 0.16% | Q1 2026 | Apr 23, 2026 |
| Larson Financial Group LLC | History | Reduced | 153,769 | 7,231 | 0.23% | 0.26% | 78 | -18,913 | -10.95% | Q1 2026 | May 15, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 146,006 | 6,866 | 2.77% | 2.62% | 79 | +2,329 | 1.62% | Q1 2026 | Apr 08, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 145,156 | 6,826 | 1.79% | 1.56% | 80 | -2,848 | -1.92% | Q1 2026 | May 11, 2026 |
| 1ST SOURCE BANK | History | Reduced | 142,906 | 6,720 | 0.35% | 0.4% | 81 | -22,094 | -13.39% | Q1 2026 | May 04, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 142,911 | 6,585 | 0.31% | 0.31% | 82 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| 1776 Wealth LLC | History | Reduced | 135,015 | 6,349 | 2.5% | 2.34% | 83 | -113 | -0.08% | Q1 2026 | May 08, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 134,540 | 6,327 | 2.18% | 2.04% | 84 | +2,031 | 1.53% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 133,329 | 6,270 | 0.0% | 0.0% | 85 | -35,114 | -20.85% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 131,423 | 6,180 | 0.13% | 0.12% | 86 | +10,870 | 9.02% | Q1 2026 | May 01, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 130,731 | 6,160 | 0.33% | 0.29% | 87 | -5,656 | -4.15% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 128,108 | 6,024 | 0.02% | 0.02% | 88 | -7,219 | -5.33% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 127,278 | 5,985 | 0.14% | 0.15% | 89 | -4,617 | -3.5% | Q1 2026 | May 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 124,035 | 5,871 | 0.62% | 0.76% | 90 | +346 | 0.28% | Q1 2026 | Apr 23, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 124,330 | 5,847 | 0.45% | 0.45% | 91 | +3,445 | 2.85% | Q1 2026 | Apr 22, 2026 |
| Sigma Planning Corp | History | Reduced | 124,208 | 5,841 | 0.16% | 0.16% | 92 | -4,804 | -3.72% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Reduced | 123,607 | 5,813 | 0.02% | 0.02% | 93 | -2,169 | -1.72% | Q1 2026 | May 14, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 116,919 | 5,498 | 2.51% | 2.64% | 94 | -4,223 | -3.49% | Q1 2026 | Apr 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 114,011 | 5,361 | 0.1% | 0.11% | 95 | -2,882 | -2.47% | Q1 2026 | Apr 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 112,293 | 5,281 | 0.0% | 0.01% | 96 | -277,220 | -71.17% | Q1 2026 | May 12, 2026 |
| Virtu Financial LLC | History | Added to | 110,623 | 5,203 | 0.22% | 0.14% | 97 | +31,622 | 40.03% | Q1 2026 | May 14, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 110,508 | 5,197 | 1.05% | 1.09% | 98 | -1,087 | -0.97% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | Reduced | 108,184 | 5,087 | 0.19% | 0.25% | 99 | -11,688 | -9.75% | Q1 2026 | May 19, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 107,953 | 5,077 | 1.82% | 1.87% | 100 | -2,828 | -2.55% | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 107,713 | 5,065 | 0.04% | 0.08% | 101 | -31,180 | -22.45% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 106,883 | 5,026 | 0.01% | 0.0% | 102 | +52,727 | 97.36% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 106,489 | 5,018 | 0.05% | 0.04% | 103 | +18,127 | 20.51% | Q1 2026 | Apr 07, 2026 |
| AE Wealth Management LLC | History | Added to | 103,786 | 4,881 | 0.03% | 0.03% | 104 | +899 | 0.87% | Q1 2026 | May 13, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 103,752 | 4,879 | 4.32% | 4.23% | 105 | +1,495 | 1.46% | Q1 2026 | May 15, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 102,601 | 4,825 | 1.51% | 1.46% | 106 | +2,485 | 2.48% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 102,387 | 4,815 | 0.35% | 0.72% | 107 | -126,158 | -55.2% | Q1 2026 | Apr 20, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 102,182 | 4,805 | 0.88% | 0.89% | 108 | -49 | -0.05% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 101,139 | 4,756 | 0.13% | 0.11% | 109 | +5,263 | 5.49% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 98,106 | 4,613 | 0.0% | 0.0% | 110 | +5,871 | 6.37% | Q1 2026 | May 12, 2026 |
| Moment Partners, LLC | History | Reduced | 96,987 | 4,561 | 0.81% | 1.05% | 111 | -13,511 | -12.23% | Q1 2026 | May 04, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 93,002 | 4,459 | 0.95% | 1.04% | 112 | -6,365 | -6.41% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 95,623 | 4,406 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 92,734 | 4,361 | 0.04% | 0.04% | 114 | -14,917 | -13.86% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 90,678 | 4,273 | 0.3% | 0.29% | 115 | -1,071 | -1.17% | Q1 2026 | May 01, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 90,029 | 4,234 | 1.53% | 1.45% | 116 | -3,804 | -4.05% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Reduced | 89,877 | 4,226 | 0.05% | 0.05% | 117 | -1,718 | -1.88% | Q1 2026 | May 05, 2026 |
| Southland Equity Partners LLC | History | Reduced | 89,468 | 4,207 | 0.82% | 0.83% | 118 | -2,225 | -2.43% | Q1 2026 | Apr 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 88,861 | 4,179 | 0.01% | 0.02% | 119 | -59,665 | -40.17% | Q1 2026 | May 08, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 87,456 | 4,155 | 0.09% | 0.1% | 120 | -81 | -0.09% | Q1 2026 | May 04, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 88,281 | 4,151 | 1.43% | 1.42% | 121 | -6,581 | -6.94% | Q1 2026 | May 15, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 87,952 | 4,136 | 0.61% | 0.93% | 122 | -41,260 | -31.93% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 86,630 | 4,074 | 0.2% | 0.21% | 123 | -2,474 | -2.78% | Q1 2026 | Apr 23, 2026 |
| Advisory Alpha, LLC | History | Added to | 86,465 | 4,066 | 0.11% | 0.11% | 124 | +131 | 0.15% | Q1 2026 | May 14, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 86,042 | 4,046 | 1.35% | 1.12% | 125 | +1,915 | 2.28% | Q1 2026 | Apr 29, 2026 |
| Composition Wealth, LLC | History | Reduced | 84,866 | 3,991 | 0.05% | 0.06% | 126 | -2,602 | -2.97% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 83,907 | 3,946 | 0.01% | 0.0% | 127 | +79,512 | 1809.15% | Q1 2026 | May 01, 2026 |
| Family Capital Management, Inc. | History | Reduced | 83,784 | 3,940 | 1.75% | 2.13% | 128 | -20,334 | -19.53% | Q1 2026 | Apr 22, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 83,555 | 3,929 | 0.7% | 0.62% | 129 | +10,663 | 14.63% | Q1 2026 | Apr 22, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 82,610 | 3,885 | 0.05% | 0.05% | 130 | -6,384 | -7.17% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Added to | 82,238 | 3,867 | 0.0% | 0.0% | 131 | +910 | 1.12% | Q1 2026 | May 15, 2026 |
| IFS Group,LLC | History | New | 81,471 | 3,831 | 3.41% | — | 132 | +81,471 | New | Q1 2026 | May 18, 2026 |
| Rothschild Wealth LLC | History | Added to | 80,418 | 3,782 | 0.34% | 0.05% | 133 | +69,708 | 650.87% | Q1 2026 | May 06, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 80,243 | 3,773 | 0.42% | 0.42% | 134 | -467 | -0.58% | Q1 2026 | Apr 28, 2026 |
| Treasure Coast Financial Planning | History | Reduced | 79,869 | 3,756 | 1.93% | 1.97% | 135 | -579 | -0.72% | Q1 2026 | May 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 79,406 | 3,734 | 0.08% | 0.08% | 136 | -3,031 | -3.68% | Q1 2026 | Apr 15, 2026 |
| XTX Topco Ltd | History | Added to | 79,320 | 3,730 | 0.06% | 0.06% | 137 | +30,712 | 63.18% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 78,557 | 3,694 | 0.0% | 0.0% | 138 | -358 | -0.45% | Q1 2026 | May 05, 2026 |
| Continuum Advisory, LLC | History | Added to | 78,237 | 3,679 | 0.35% | 0.34% | 139 | +5,612 | 7.73% | Q1 2026 | Apr 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 77,243 | 3,632 | 0.12% | 0.07% | 140 | +9,467 | 13.97% | Q1 2026 | Apr 23, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 75,488 | 3,550 | 2.5% | 2.54% | 141 | -1,791 | -2.32% | Q1 2026 | Apr 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 74,346 | 3,496 | 1.16% | 1.18% | 142 | -2,590 | -3.37% | Q1 2026 | Apr 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 74,133 | 3,486 | 0.08% | 0.08% | 143 | +59 | 0.08% | Q1 2026 | May 15, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 74,120 | 3,485 | 2.84% | 2.75% | 144 | -942 | -1.25% | Q1 2026 | May 13, 2026 |
| KPP Advisory Services LLC | History | Reduced | 74,085 | 3,484 | 0.51% | 0.53% | 145 | -5,267 | -6.64% | Q1 2026 | Apr 24, 2026 |
| Next Level Private LLC | History | Added to | 72,840 | 3,425 | 0.77% | 0.88% | 146 | +274 | 0.38% | Q1 2026 | Apr 23, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 72,612 | 3,414 | 2.43% | 2.46% | 147 | -1,826 | -2.45% | Q1 2026 | Apr 21, 2026 |
| COMERICA BANK | History | No change | 74,007 | 3,410 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 72,481 | 3,409 | 0.11% | 0.1% | 149 | +7,106 | 10.87% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 72,417 | 3,405 | 0.02% | 0.02% | 150 | -51,281 | -41.46% | Q1 2026 | Apr 29, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 71,088 | 3,343 | 0.18% | 0.31% | 151 | -1,339 | -1.85% | Q1 2026 | Apr 21, 2026 |
| STEPHENS INC /AR/ | History | Added to | 70,789 | 3,329 | 0.04% | 0.04% | 152 | +2,157 | 3.14% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 515,180 | 3,270 | 0.15% | 0.08% | 153 | +40,700 | 8.58% | Q1 2026 | May 15, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 68,469 | 3,220 | 0.77% | 2.52% | 154 | -175,713 | -71.96% | Q1 2026 | Apr 20, 2026 |
| World Investment Advisors | History | Reduced | 68,447 | 3,219 | 0.05% | 0.06% | 155 | -5,838 | -7.86% | Q1 2026 | Apr 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 68,061 | 3,200 | 0.07% | 0.16% | 157 | -2,980 | -4.19% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 68,059 | 3,200 | 0.04% | 0.04% | 156 | -2,976 | -4.19% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 68,000 | 3,198 | 0.04% | 0.04% | 158 | +6,933 | 11.35% | Q1 2026 | May 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 67,043 | 3,153 | 0.25% | 0.24% | 159 | -334 | -0.5% | Q1 2026 | May 28, 2026 |
| HighPoint Advisor Group LLC | History | New | 66,997 | 3,150 | 0.13% | — | 160 | +66,997 | New | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 65,919 | 3,100 | 0.06% | 0.06% | 161 | +491 | 0.75% | Q1 2026 | May 11, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 65,819 | 3,095 | 1.42% | 1.4% | 162 | -652 | -0.98% | Q1 2026 | Apr 22, 2026 |
| Worthington Financial Partners, LLC | History | Added to | 65,367 | 3,074 | 2.64% | 2.54% | 163 | +2,999 | 4.81% | Q1 2026 | Apr 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 64,750 | 3,045 | 0.02% | 0.02% | 164 | +3,299 | 5.37% | Q1 2026 | Apr 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 63,813 | 3,001 | 0.1% | 0.07% | 165 | +20,549 | 47.5% | Q1 2026 | May 14, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 63,001 | 2,962 | 0.75% | 0.69% | 166 | -872 | -1.37% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Added to | 60,630 | 2,851 | 0.02% | 0.02% | 167 | +777 | 1.3% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 60,387 | 2,840 | 0.0% | 0.0% | 168 | -20,689 | -25.52% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 58,678 | 2,759 | 0.22% | 0.26% | 169 | -16,803 | -22.26% | Q1 2026 | Apr 23, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 58,366 | 2,744 | 0.12% | 0.13% | 170 | -3,959 | -6.35% | Q1 2026 | May 12, 2026 |
| Troutman Wealth Management, LLC | History | Reduced | 57,511 | 2,704 | 2.25% | 2.2% | 171 | -175 | -0.3% | Q1 2026 | May 08, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Reduced | 57,374 | 2,698 | 1.18% | 1.36% | 172 | -2,462 | -4.11% | Q1 2026 | Apr 24, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 57,354 | 2,697 | 0.94% | 1.0% | 173 | -2,889 | -4.8% | Q1 2026 | Apr 15, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 57,192 | 2,689 | 0.49% | 1.02% | 174 | -69,103 | -54.72% | Q1 2026 | May 11, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 56,466 | 2,655 | 1.27% | 1.31% | 175 | -269 | -0.47% | Q1 2026 | May 08, 2026 |
| CLG LLC | History | Reduced | 54,364 | 2,556 | 0.63% | 0.63% | 176 | -967 | -1.75% | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 53,486 | 2,515 | 0.82% | 0.84% | 177 | -816 | -1.5% | Q1 2026 | Apr 24, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 53,453 | 2,514 | 0.07% | 0.07% | 178 | +672 | 1.27% | Q1 2026 | Apr 21, 2026 |
| Arax Advisory Partners | History | Reduced | 51,351 | 2,415 | 0.07% | 0.07% | 179 | -1,275 | -2.42% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 51,334 | 2,414 | 0.06% | 0.1% | 180 | -34,697 | -40.33% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 50,976 | 2,397 | 0.0% | — | 181 | +50,976 | New | Q1 2026 | May 15, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 49,126 | 2,310 | 0.58% | 2.67% | 182 | -155,880 | -76.04% | Q1 2026 | Apr 28, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 48,239 | 2,268 | 0.77% | 0.72% | 183 | +2,232 | 4.85% | Q1 2026 | Apr 09, 2026 |
| Focus Partners Wealth | History | Reduced | 47,980 | 2,256 | 0.0% | 0.0% | 184 | -38,443 | -44.48% | Q1 2026 | May 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 47,624 | 2,239 | 1.08% | 1.08% | 185 | -920 | -1.9% | Q1 2026 | May 07, 2026 |
| Westside Investment Management, Inc. | History | Added to | 46,743 | 2,200 | 0.34% | 0.34% | 186 | +128 | 0.27% | Q1 2026 | May 04, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 45,406 | 2,135 | 0.06% | 0.06% | 187 | -3,481 | -7.12% | Q1 2026 | May 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 45,171 | 2,124 | 0.31% | 0.44% | 188 | -19,892 | -30.57% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 44,873 | 2,110 | 0.09% | 0.08% | 189 | +7,095 | 18.78% | Q1 2026 | Apr 28, 2026 |
| Finward Bancorp | History | Reduced | 44,700 | 2,102 | 1.68% | 1.64% | 190 | -1,285 | -2.79% | Q1 2026 | Apr 10, 2026 |
| StoneX Group Inc. | History | Reduced | 44,549 | 2,094 | 0.11% | 0.2% | 191 | -56,293 | -55.82% | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | Added to | 43,796 | 2,059 | 0.46% | 0.44% | 192 | +545 | 1.26% | Q1 2026 | Apr 10, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 42,049 | 1,978 | 1.18% | 0.94% | 193 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 41,793 | 1,965 | 0.28% | 0.31% | 194 | -141 | -0.34% | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | Reduced | 41,774 | 1,964 | 0.4% | 0.46% | 195 | -4,206 | -9.15% | Q1 2026 | May 13, 2026 |
| FWG Holdings, LLC | History | Added to | 41,272 | 1,957 | 0.74% | 0.72% | 196 | +4,158 | 11.2% | Q1 2026 | Apr 13, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Reduced | 41,516 | 1,952 | 0.76% | 0.79% | 197 | -3,914 | -8.62% | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 41,236 | 1,939 | 0.01% | 0.01% | 198 | -5,352 | -11.49% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 41,041 | 1,930 | 0.01% | 0.01% | 199 | +439 | 1.08% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 40,854 | 1,921 | 0.17% | 0.16% | 200 | +606 | 1.51% | Q1 2026 | Apr 30, 2026 |
| Accel Wealth Management | History | Added to | 40,585 | 1,908 | 0.5% | 0.5% | 201 | +1,120 | 2.84% | Q1 2026 | Apr 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 40,209 | 1,891 | 0.0% | 0.0% | 202 | +1,025 | 2.62% | Q1 2026 | May 14, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 39,905 | 1,876 | 0.99% | 1.08% | 203 | -2,245 | -5.33% | Q1 2026 | Apr 23, 2026 |
| Claro Advisors Inc. | History | Reduced | 39,693 | 1,866 | 0.22% | 0.33% | 204 | -12,127 | -23.4% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Reduced | 39,215 | 1,844 | 0.01% | 0.01% | 205 | -7,951 | -16.86% | Q1 2026 | May 15, 2026 |
| TCFG Investment Advisors, LLC | History | New | 38,867 | 1,827 | 0.68% | — | 207 | +38,867 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 38,867 | 1,827 | 0.68% | 0.7% | 206 | -74 | -0.19% | Q1 2026 | Apr 23, 2026 |
| Rubicon Advisors, GP | History | Added to | 38,726 | 1,821 | 1.59% | 1.56% | 208 | +2,157 | 5.9% | Q1 2026 | May 14, 2026 |
| Sun Financial Inc | History | Reduced | 38,481 | 1,810 | 0.91% | 1.01% | 209 | -959 | -2.43% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 38,049 | 1,789 | 0.08% | 0.08% | 210 | +150 | 0.4% | Q1 2026 | Apr 28, 2026 |
| Apollon Financial, LLC | History | Reduced | 37,555 | 1,766 | 0.24% | 0.25% | 211 | -60 | -0.16% | Q1 2026 | Apr 22, 2026 |
| Intrua Financial, LLC | History | Reduced | 37,545 | 1,765 | 0.18% | 0.19% | 212 | -794 | -2.07% | Q1 2026 | Apr 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 37,292 | 1,753 | 0.03% | 0.03% | 213 | -1,496 | -3.86% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 37,574 | 1,751 | 0.11% | 0.08% | 214 | +818 | 2.23% | Q1 2026 | Apr 24, 2026 |
| Prism Advisors, Inc. | History | Reduced | 37,168 | 1,748 | 0.47% | 0.48% | 215 | -2,170 | -5.52% | Q1 2026 | Apr 23, 2026 |
| ERn Financial, LLC | History | Reduced | 36,828 | 1,732 | 0.33% | 0.53% | 216 | -24,879 | -40.32% | Q1 2026 | Apr 24, 2026 |
| Savvy Advisors, Inc. | History | Added to | 36,423 | 1,712 | 0.05% | 0.05% | 217 | +434 | 1.21% | Q1 2026 | May 11, 2026 |
| Empowered Funds, LLC | History | Reduced | 36,367 | 1,710 | 0.01% | 0.03% | 218 | -1,802 | -4.72% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 36,352 | 1,709 | 0.07% | 0.07% | 219 | -6,767 | -15.69% | Q1 2026 | May 12, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 36,039 | 1,694 | 0.12% | 0.12% | 220 | -167 | -0.46% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 35,736 | 1,680 | 0.1% | 0.08% | 221 | -5 | -0.01% | Q1 2026 | Apr 28, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 35,491 | 1,669 | 0.09% | 0.1% | 222 | -2,678 | -7.02% | Q1 2026 | May 14, 2026 |
| Walker Asset Management, LLC | History | Reduced | 35,233 | 1,657 | 0.9% | 0.88% | 223 | -275 | -0.77% | Q1 2026 | Apr 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 34,846 | 1,638 | 0.02% | 0.02% | 224 | +846 | 2.49% | Q1 2026 | May 11, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 34,656 | 1,629 | 1.6% | 1.57% | 225 | -124 | -0.36% | Q1 2026 | Apr 07, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 34,509 | 1,622 | 0.06% | 0.08% | 226 | -5,020 | -12.7% | Q1 2026 | Apr 29, 2026 |
| Keystone Financial Group | History | Added to | 34,452 | 1,621 | 0.11% | 0.1% | 228 | +4,116 | 13.57% | Q1 2026 | May 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 34,470 | 1,621 | 0.09% | 0.09% | 227 | -562 | -1.6% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 34,327 | 1,614 | 0.0% | 0.0% | 229 | -3,871 | -10.13% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 33,821 | 1,590 | 0.47% | 0.49% | 230 | -1,070 | -3.07% | Q1 2026 | May 08, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 33,536 | 1,577 | 0.31% | 0.36% | 231 | -3,855 | -10.31% | Q1 2026 | Apr 09, 2026 |
| Strategic Financial Concepts, LLC | History | New | 33,386 | 1,570 | 0.39% | — | 232 | +33,386 | New | Q1 2026 | May 12, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Reduced | 32,766 | 1,540 | 1.21% | 1.25% | 233 | -18 | -0.05% | Q1 2026 | Apr 24, 2026 |
| Venture Visionary Partners LLC | History | Added to | 32,549 | 1,530 | 0.05% | 0.05% | 234 | +77 | 0.24% | Q1 2026 | May 14, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 32,282 | 1,518 | 0.48% | 0.56% | 235 | -7,279 | -18.4% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 31,848 | 1,497 | 0.11% | 0.12% | 236 | -2,370 | -6.93% | Q1 2026 | Apr 14, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 31,759 | 1,493 | 0.22% | 0.21% | 237 | +145 | 0.46% | Q1 2026 | Apr 29, 2026 |
| Spire Wealth Management | History | Reduced | 31,549 | 1,483 | 0.05% | 0.05% | 238 | -1,639 | -4.94% | Q1 2026 | Apr 22, 2026 |
| Sequent Planning LLC | History | Added to | 31,514 | 1,482 | 0.36% | 0.36% | 239 | +818 | 2.66% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 31,305 | 1,472 | 0.11% | 0.11% | 240 | -1,265 | -3.88% | Q1 2026 | May 05, 2026 |
| Sovran Advisors, LLC | History | Reduced | 30,576 | 1,467 | 0.12% | 0.13% | 241 | -730 | -2.33% | Q1 2026 | May 01, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 30,786 | 1,447 | 0.41% | 0.36% | 242 | +1,953 | 6.77% | Q1 2026 | Apr 16, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 30,635 | 1,440 | 1.04% | 0.94% | 243 | +2,729 | 9.78% | Q1 2026 | May 07, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 29,924 | 1,438 | 0.6% | 0.66% | 244 | -403 | -1.33% | Q1 2026 | Apr 15, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 30,519 | 1,435 | 0.55% | 0.55% | 245 | -1,834 | -5.67% | Q1 2026 | Apr 24, 2026 |
| MBE Wealth Management, LLC | History | Added to | 30,172 | 1,418 | 0.59% | 0.58% | 246 | +125 | 0.42% | Q1 2026 | Apr 21, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 29,939 | 1,408 | 0.11% | 0.14% | 247 | -9,400 | -23.89% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 29,694 | 1,396 | 0.05% | 0.05% | 248 | -1,706 | -5.43% | Q1 2026 | Apr 20, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 29,102 | 1,368 | 0.15% | 0.14% | 249 | -130 | -0.44% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 28,883 | 1,358 | 0.05% | 0.05% | 250 | -3,050 | -9.55% | Q1 2026 | Apr 14, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 28,634 | 1,346 | 0.18% | 0.38% | 251 | -26,972 | -48.51% | Q1 2026 | Apr 24, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 28,427 | 1,336 | 0.41% | 0.28% | 252 | -221 | -0.77% | Q1 2026 | May 12, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 28,136 | 1,323 | 0.42% | 0.45% | 253 | -3,329 | -10.58% | Q1 2026 | Apr 15, 2026 |
| tru Independence LLC | History | Reduced | 27,989 | 1,316 | 0.65% | 0.36% | 254 | -2,639 | -8.62% | Q1 2026 | Apr 22, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 27,783 | 1,306 | 0.01% | 0.01% | 255 | -1,019 | -3.54% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 27,589 | 1,297 | 0.0% | 0.0% | 256 | +8,516 | 44.65% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Reduced | 27,578 | 1,296 | 0.06% | 0.06% | 257 | -32 | -0.12% | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 27,307 | 1,284 | 0.03% | 0.02% | 258 | +7,990 | 41.36% | Q1 2026 | May 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 27,134 | 1,276 | 0.13% | 0.14% | 259 | +83 | 0.31% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 27,061 | 1,271 | 0.01% | 0.02% | 260 | -4,997 | -15.59% | Q1 2026 | May 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 26,963 | 1,268 | 0.04% | 0.05% | 261 | -10,018 | -27.09% | Q1 2026 | May 11, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 26,360 | 1,239 | 1.3% | 1.29% | 262 | +11,529 | 77.74% | Q1 2026 | May 13, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 26,256 | 1,234 | 0.42% | 0.49% | 263 | -3,891 | -12.91% | Q1 2026 | Apr 27, 2026 |
| SMITH, MOORE & CO. | History | Added to | 26,162 | 1,230 | 0.09% | 0.09% | 264 | +46 | 0.18% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 25,838 | 1,215 | 0.06% | 0.07% | 265 | -705 | -2.66% | Q1 2026 | Apr 17, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 25,394 | 1,194 | 0.44% | 0.45% | 266 | -1,311 | -4.91% | Q1 2026 | May 06, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 25,363 | 1,192 | 0.25% | 0.26% | 267 | +57 | 0.23% | Q1 2026 | May 12, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 25,073 | 1,179 | 0.09% | 0.09% | 268 | -37 | -0.15% | Q1 2026 | Apr 08, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 25,066 | 1,178 | 0.75% | 0.72% | 269 | +2,249 | 9.86% | Q1 2026 | Apr 23, 2026 |
| GGM Financial LLC | History | Reduced | 24,625 | 1,158 | 0.53% | 0.55% | 270 | -43 | -0.17% | Q1 2026 | May 11, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 24,452 | 1,149 | 0.22% | 0.25% | 271 | -1,671 | -6.4% | Q1 2026 | Apr 20, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 24,308 | 1,143 | 0.01% | 0.01% | 272 | +10,592 | 77.22% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 24,159 | 1,136 | 0.04% | 0.04% | 273 | -1,082 | -4.29% | Q1 2026 | Apr 28, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 24,127 | 1,134 | 0.73% | 0.75% | 274 | -210 | -0.86% | Q1 2026 | Apr 10, 2026 |
| Gotham Asset Management, LLC | History | No change | 23,810 | 1,119 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 23,498 | 1,105 | 0.07% | 0.07% | 276 | -184 | -0.78% | Q1 2026 | Apr 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 23,223 | 1,092 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 23,198 | 1,091 | 0.04% | 0.04% | 278 | -125 | -0.54% | Q1 2026 | May 11, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 23,039 | 1,083 | 0.5% | — | 279 | +23,039 | New | Q1 2026 | Apr 15, 2026 |
| BIP Wealth, LLC | History | Reduced | 23,017 | 1,082 | 0.04% | 0.04% | 280 | -1,073 | -4.45% | Q1 2026 | Apr 27, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 22,557 | 1,060 | 0.53% | 0.52% | 281 | +78 | 0.35% | Q1 2026 | Apr 21, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 22,530 | 1,059 | 0.72% | 0.72% | 282 | -249 | -1.09% | Q1 2026 | Apr 23, 2026 |
| NewEdge Wealth, LLC | History | Added to | 22,367 | 1,051 | 0.01% | 0.01% | 283 | +26 | 0.12% | Q1 2026 | May 13, 2026 |
| Capital Square, LLC | History | Reduced | 21,891 | 1,042 | 0.48% | 0.53% | 284 | -708 | -3.13% | Q1 2026 | May 11, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 21,557 | 1,013 | 0.23% | 0.23% | 285 | +304 | 1.43% | Q1 2026 | May 21, 2026 |
| RVW Wealth, LLC | History | Reduced | 21,452 | 1,008 | 0.08% | 0.08% | 286 | -628 | -2.84% | Q1 2026 | Apr 08, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 21,202 | 997 | 0.11% | 0.24% | 287 | -28,162 | -57.05% | Q1 2026 | Apr 23, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 21,084 | 991 | 0.16% | 0.18% | 288 | -1,669 | -7.34% | Q1 2026 | Apr 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 20,550 | 966 | 0.0% | 0.0% | 289 | +2,555 | 14.2% | Q1 2026 | May 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 20,329 | 956 | 0.03% | 0.02% | 290 | -26 | -0.13% | Q1 2026 | Apr 28, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 20,148 | 947 | 0.1% | 0.11% | 291 | -2,258 | -10.08% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 20,148 | 947 | 0.14% | 0.16% | 292 | -2,258 | -10.08% | Q1 2026 | May 11, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 19,770 | 929 | 0.14% | 0.13% | 293 | +647 | 3.38% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 19,721 | 927 | 0.01% | 0.01% | 294 | -1 | -0.01% | Q1 2026 | May 14, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 18,974 | 897 | 0.45% | 0.51% | 295 | -650 | -3.31% | Q1 2026 | Apr 08, 2026 |
| Formidable Asset Management, LLC | History | No change | 19,022 | 876 | 0.14% | 0.13% | 296 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BostonPremier Wealth LLC | History | Reduced | 18,516 | 870 | 0.45% | 0.49% | 297 | -2,347 | -11.25% | Q1 2026 | Apr 10, 2026 |
| Caprock Group, LLC | History | Added to | 18,472 | 868 | 0.02% | 0.02% | 298 | +363 | 2.0% | Q1 2026 | May 11, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 18,373 | 864 | 0.08% | — | 300 | +18,373 | New | Q1 2026 | May 06, 2026 |
| Maridea Wealth Management LLC | History | Added to | 18,378 | 864 | 0.13% | 0.11% | 299 | +2,423 | 15.19% | Q1 2026 | Apr 21, 2026 |