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 | Jul 08, 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 |
| NewEdge Advisors, LLC | History | Added to | 573,759 | 26,983 | 0.1% | 0.08% | 23 | +99,279 | 20.92% | Q1 2026 | Jun 02, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 554,403 | 26,078 | 0.26% | 0.28% | 24 | -1,841 | -0.33% | Q1 2026 | May 12, 2026 |
| Intellus Advisors LLC | History | Reduced | 552,985 | 26,006 | 3.55% | 3.83% | 25 | -74,189 | -11.83% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 546,709 | 25,712 | 0.06% | 0.06% | 26 | +3,183 | 0.59% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 537,188 | 25,263 | 0.04% | 0.05% | 27 | -33,990 | -5.95% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 501,597 | 23,590 | 0.14% | 0.14% | 28 | +818 | 0.16% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 495,155 | 23,287 | 0.36% | 0.41% | 29 | +51,297 | 11.56% | Q1 2026 | May 15, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 494,262 | 23,245 | 0.71% | 0.69% | 30 | +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% | 31 | +14,108 | 3.01% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Reduced | 453,595 | 21,332 | 0.01% | 0.01% | 32 | -7,376 | -1.6% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 453,295 | 21,318 | 0.02% | 0.03% | 33 | -9,061 | -1.96% | Q1 2026 | May 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 452,776 | 21,294 | 0.83% | 1.09% | 34 | +240,213 | 113.01% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 447,558 | 21,048 | 0.06% | 0.06% | 35 | -64,176 | -12.54% | Q1 2026 | May 04, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 414,431 | 19,490 | 1.94% | 1.91% | 36 | -2,824 | -0.68% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 398,372 | 18,461 | 0.12% | 0.09% | 37 | +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% | 38 | +15,812 | 4.22% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 381,973 | 17,964 | 0.01% | 0.01% | 39 | -23,983 | -5.91% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 379,923 | 17,867 | 0.0% | 0.0% | 40 | +241,295 | 174.06% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 365,461 | 17,187 | 0.19% | 0.22% | 41 | -52,459 | -12.55% | Q1 2026 | Apr 20, 2026 |
| Hobart Private Capital, LLC | History | Added to | 356,142 | 16,749 | 3.29% | 3.04% | 42 | +18,420 | 5.45% | Q1 2026 | Apr 07, 2026 |
| Petix & Botte Co | History | Reduced | 324,767 | 15,273 | 3.4% | 3.54% | 43 | -14,106 | -4.16% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 311,649 | 14,656 | 0.17% | 0.16% | 44 | -4,281 | -1.36% | Q1 2026 | Apr 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 311,045 | 14,628 | 0.18% | 0.21% | 45 | -50,490 | -13.97% | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 308,104 | 14,490 | 0.01% | 0.01% | 46 | -4,680 | -1.5% | Q1 2026 | May 07, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 307,314 | 14,459 | 4.01% | 4.08% | 47 | +4,118 | 1.36% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 293,384 | 13,797 | 0.07% | 0.07% | 48 | -255 | -0.09% | Q1 2026 | May 08, 2026 |
| COMMERCE BANK | History | Added to | 285,016 | 13,404 | 0.06% | 0.07% | 49 | +1,293 | 0.46% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Added to | 279,941 | 13,193 | 0.23% | 0.22% | 50 | +12,815 | 4.8% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 271,316 | 12,760 | 0.09% | 0.1% | 51 | +8,832 | 3.36% | Q1 2026 | Apr 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 263,585 | 12,480 | 0.03% | 0.02% | 52 | -32,718 | -11.04% | Q1 2026 | Apr 08, 2026 |
| &PARTNERS | History | Added to | 257,139 | 12,154 | 0.06% | 0.04% | 53 | +103,133 | 66.97% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 255,204 | 12,004 | 0.01% | 0.01% | 54 | +7,692 | 3.11% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 251,777 | 11,841 | 0.13% | 0.11% | 55 | +154,819 | 159.68% | Q1 2026 | May 12, 2026 |
| Claris Financial LLC | History | Added to | 250,591 | 11,785 | 6.45% | 6.1% | 56 | +1,776 | 0.71% | Q1 2026 | May 18, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 244,171 | 11,478 | 0.07% | 0.07% | 57 | -7,897 | -3.13% | Q1 2026 | May 15, 2026 |
| Holistic Financial Partners | History | Reduced | 233,337 | 10,973 | 4.08% | 3.95% | 58 | -2,903 | -1.23% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Added to | 229,722 | 10,803 | 0.02% | 0.02% | 59 | +7,693 | 3.46% | Q1 2026 | May 06, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 229,511 | 10,793 | 0.48% | 0.49% | 60 | -4,578 | -1.96% | Q1 2026 | May 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 224,953 | 10,579 | 0.17% | 0.11% | 61 | +100,640 | 80.96% | Q1 2026 | May 18, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 224,600 | 10,562 | 0.01% | — | 62 | +224,600 | New | Q1 2026 | May 15, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 224,352 | 10,551 | 2.38% | 2.43% | 63 | -3,562 | -1.56% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Reduced | 223,522 | 10,512 | 0.03% | 0.03% | 64 | -13,815 | -5.82% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 216,419 | 10,178 | 0.05% | 0.07% | 65 | +6,768 | 3.23% | Q1 2026 | May 15, 2026 |
| Concentrum Wealth Management | History | Reduced | 210,440 | 9,897 | 2.92% | 2.74% | 66 | -2,417 | -1.14% | Q1 2026 | May 04, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 207,927 | 9,778 | 1.84% | 1.91% | 67 | +103,190 | 98.52% | Q1 2026 | Apr 29, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 204,164 | 9,601 | 1.18% | 1.92% | 68 | -126,813 | -38.31% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Added to | 198,163 | 9,319 | 0.19% | 0.2% | 69 | +6,328 | 3.3% | Q1 2026 | Apr 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 191,794 | 9,020 | 0.05% | 0.05% | 70 | -1,020 | -0.53% | Q1 2026 | May 05, 2026 |
| RFG Advisory, LLC | History | Added to | 182,125 | 8,565 | 0.16% | 0.02% | 71 | +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% | 72 | +13,291 | 7.99% | Q1 2026 | Apr 07, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 178,162 | 8,378 | 3.68% | 3.55% | 73 | -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% | 74 | +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% | 75 | +6,992 | 4.21% | Q1 2026 | Apr 30, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 162,824 | 7,631 | 0.4% | 0.69% | 76 | -117,101 | -41.83% | Q1 2026 | May 15, 2026 |
| Crumly & Associates Inc. | History | Reduced | 158,900 | 7,473 | 1.57% | 1.55% | 77 | -1,605 | -1.0% | Q1 2026 | Apr 02, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 156,810 | 7,374 | 0.09% | 0.1% | 78 | +255 | 0.16% | Q1 2026 | Apr 23, 2026 |
| Larson Financial Group LLC | History | Reduced | 153,769 | 7,231 | 0.23% | 0.26% | 79 | -18,913 | -10.95% | Q1 2026 | May 15, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 146,006 | 6,866 | 2.77% | 2.62% | 80 | +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% | 81 | -2,848 | -1.92% | Q1 2026 | May 11, 2026 |
| 1ST SOURCE BANK | History | Reduced | 142,906 | 6,720 | 0.35% | 0.4% | 82 | -22,094 | -13.39% | Q1 2026 | May 04, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 135,500 | 6,372 | 0.29% | 0.31% | 83 | -7,411 | -5.19% | Q1 2026 | Jun 08, 2026 |
| 1776 Wealth LLC | History | Reduced | 135,015 | 6,349 | 2.5% | 2.34% | 84 | -113 | -0.08% | Q1 2026 | May 08, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 134,540 | 6,327 | 2.18% | 2.04% | 85 | +2,031 | 1.53% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 133,329 | 6,270 | 0.0% | 0.0% | 86 | -35,114 | -20.85% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 131,423 | 6,180 | 0.13% | 0.12% | 87 | +10,870 | 9.02% | Q1 2026 | May 01, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 130,731 | 6,160 | 0.33% | 0.29% | 88 | -5,656 | -4.15% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 128,108 | 6,024 | 0.02% | 0.02% | 89 | -7,219 | -5.33% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 127,278 | 5,985 | 0.14% | 0.15% | 90 | -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% | 91 | +346 | 0.28% | Q1 2026 | Apr 23, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 124,330 | 5,847 | 0.45% | 0.45% | 92 | +3,445 | 2.85% | Q1 2026 | Apr 22, 2026 |
| Sigma Planning Corp | History | Reduced | 124,208 | 5,841 | 0.16% | 0.16% | 93 | -4,804 | -3.72% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Reduced | 123,607 | 5,813 | 0.02% | 0.02% | 94 | -2,169 | -1.72% | Q1 2026 | May 14, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 116,919 | 5,498 | 2.51% | 2.64% | 95 | -4,223 | -3.49% | Q1 2026 | Apr 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 114,011 | 5,361 | 0.1% | 0.11% | 96 | -2,882 | -2.47% | Q1 2026 | Apr 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 112,293 | 5,281 | 0.0% | 0.01% | 97 | -277,220 | -71.17% | Q1 2026 | May 12, 2026 |
| Virtu Financial LLC | History | Added to | 110,623 | 5,203 | 0.22% | 0.14% | 98 | +31,622 | 40.03% | Q1 2026 | May 14, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 110,508 | 5,197 | 1.05% | 1.09% | 99 | -1,087 | -0.97% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | Reduced | 108,184 | 5,087 | 0.19% | 0.25% | 100 | -11,688 | -9.75% | Q1 2026 | Jun 18, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 107,953 | 5,077 | 1.82% | 1.87% | 101 | -2,828 | -2.55% | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 107,713 | 5,065 | 0.04% | 0.08% | 102 | -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% | 103 | +52,727 | 97.36% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 106,489 | 5,018 | 0.05% | 0.04% | 104 | +18,127 | 20.51% | Q1 2026 | Apr 07, 2026 |
| AE Wealth Management LLC | History | Added to | 103,786 | 4,881 | 0.03% | 0.03% | 105 | +899 | 0.87% | Q1 2026 | May 13, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 103,752 | 4,879 | 4.32% | 4.23% | 106 | +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% | 107 | +2,485 | 2.48% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 102,387 | 4,815 | 0.35% | 0.72% | 108 | -126,158 | -55.2% | Q1 2026 | Apr 20, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 102,182 | 4,805 | 0.88% | 0.89% | 109 | -49 | -0.05% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 101,139 | 4,756 | 0.13% | 0.11% | 110 | +5,263 | 5.49% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 98,106 | 4,613 | 0.0% | 0.0% | 111 | +5,871 | 6.37% | Q1 2026 | May 12, 2026 |
| Moment Partners, LLC | History | Reduced | 96,987 | 4,561 | 0.81% | 1.05% | 112 | -13,511 | -12.23% | Q1 2026 | May 04, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 93,002 | 4,459 | 0.95% | 1.04% | 113 | -6,365 | -6.41% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 95,623 | 4,406 | 0.08% | 0.08% | 114 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 92,734 | 4,361 | 0.04% | 0.04% | 115 | -14,917 | -13.86% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 90,678 | 4,273 | 0.3% | 0.29% | 116 | -1,071 | -1.17% | Q1 2026 | May 01, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 90,029 | 4,234 | 1.53% | 1.45% | 117 | -3,804 | -4.05% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Reduced | 89,877 | 4,226 | 0.05% | 0.05% | 118 | -1,718 | -1.88% | Q1 2026 | May 05, 2026 |
| Southland Equity Partners LLC | History | Reduced | 89,468 | 4,207 | 0.82% | 0.83% | 119 | -2,225 | -2.43% | Q1 2026 | Apr 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 88,861 | 4,179 | 0.01% | 0.02% | 120 | -59,665 | -40.17% | Q1 2026 | May 08, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 87,456 | 4,155 | 0.09% | 0.1% | 121 | -81 | -0.09% | Q1 2026 | May 04, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 88,281 | 4,151 | 1.43% | 1.42% | 122 | -6,581 | -6.94% | Q1 2026 | May 15, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 87,952 | 4,136 | 0.61% | 0.93% | 123 | -41,260 | -31.93% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 86,630 | 4,074 | 0.2% | 0.21% | 124 | -2,474 | -2.78% | Q1 2026 | Apr 23, 2026 |
| Advisory Alpha, LLC | History | Added to | 86,465 | 4,066 | 0.11% | 0.11% | 125 | +131 | 0.15% | Q1 2026 | May 14, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 86,042 | 4,046 | 1.35% | 1.12% | 126 | +1,915 | 2.28% | Q1 2026 | Apr 29, 2026 |
| Composition Wealth, LLC | History | Reduced | 84,866 | 3,991 | 0.05% | 0.06% | 127 | -2,602 | -2.97% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 83,907 | 3,946 | 0.01% | 0.0% | 128 | +79,512 | 1809.15% | Q1 2026 | May 01, 2026 |
| Family Capital Management, Inc. | History | Reduced | 83,784 | 3,940 | 1.75% | 2.13% | 129 | -20,334 | -19.53% | Q1 2026 | Apr 22, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 83,555 | 3,929 | 0.7% | 0.62% | 130 | +10,663 | 14.63% | Q1 2026 | Apr 22, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 82,610 | 3,885 | 0.05% | 0.05% | 131 | -6,384 | -7.17% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Added to | 82,238 | 3,867 | 0.0% | 0.0% | 132 | +910 | 1.12% | Q1 2026 | May 15, 2026 |
| IFS Group,LLC | History | New | 81,471 | 3,831 | 3.41% | — | 133 | +81,471 | New | Q1 2026 | May 18, 2026 |
| Rothschild Wealth LLC | History | Added to | 80,418 | 3,782 | 0.34% | 0.05% | 134 | +69,708 | 650.87% | Q1 2026 | May 06, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 80,243 | 3,773 | 0.42% | 0.42% | 135 | -467 | -0.58% | Q1 2026 | Apr 28, 2026 |
| Treasure Coast Financial Planning | History | Reduced | 79,869 | 3,756 | 1.93% | 1.97% | 136 | -579 | -0.72% | Q1 2026 | May 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 79,406 | 3,734 | 0.08% | 0.08% | 137 | -3,031 | -3.68% | Q1 2026 | Apr 15, 2026 |
| XTX Topco Ltd | History | Added to | 79,320 | 3,730 | 0.06% | 0.06% | 138 | +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% | 139 | -358 | -0.45% | Q1 2026 | May 05, 2026 |
| Continuum Advisory, LLC | History | Added to | 78,237 | 3,679 | 0.35% | 0.34% | 140 | +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% | 141 | +9,467 | 13.97% | Q1 2026 | Apr 23, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 75,488 | 3,550 | 2.5% | 2.54% | 142 | -1,791 | -2.32% | Q1 2026 | Apr 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 74,346 | 3,496 | 1.16% | 1.18% | 143 | -2,590 | -3.37% | Q1 2026 | Apr 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 74,133 | 3,486 | 0.08% | 0.08% | 144 | +59 | 0.08% | Q1 2026 | May 15, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 74,120 | 3,485 | 2.84% | 2.75% | 145 | -942 | -1.25% | Q1 2026 | May 13, 2026 |
| KPP Advisory Services LLC | History | Reduced | 74,085 | 3,484 | 0.51% | 0.53% | 146 | -5,267 | -6.64% | Q1 2026 | Apr 24, 2026 |
| Next Level Private LLC | History | Added to | 72,840 | 3,425 | 0.77% | 0.88% | 147 | +274 | 0.38% | Q1 2026 | Apr 23, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 72,612 | 3,414 | 2.43% | 2.46% | 148 | -1,826 | -2.45% | Q1 2026 | Apr 21, 2026 |
| COMERICA BANK | History | No change | 74,007 | 3,410 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 72,481 | 3,409 | 0.11% | 0.1% | 150 | +7,106 | 10.87% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 72,417 | 3,405 | 0.02% | 0.02% | 151 | -51,281 | -41.46% | Q1 2026 | Apr 29, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 71,088 | 3,343 | 0.18% | 0.31% | 152 | -1,339 | -1.85% | Q1 2026 | Apr 21, 2026 |
| STEPHENS INC /AR/ | History | Added to | 70,789 | 3,329 | 0.04% | 0.04% | 153 | +2,157 | 3.14% | Q1 2026 | Apr 28, 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 |
| Midwest Financial Network, LLC | History | Reduced | 53,446 | 2,513 | 2.0% | 2.37% | 179 | -13,190 | -19.79% | Q1 2026 | Jun 04, 2026 |
| Arax Advisory Partners | History | Reduced | 51,351 | 2,415 | 0.07% | 0.07% | 180 | -1,275 | -2.42% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 51,334 | 2,414 | 0.06% | 0.1% | 181 | -34,697 | -40.33% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 50,976 | 2,397 | 0.0% | — | 182 | +50,976 | New | Q1 2026 | May 15, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 49,126 | 2,310 | 0.58% | 2.67% | 183 | -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% | 184 | +2,232 | 4.85% | Q1 2026 | Apr 09, 2026 |
| Focus Partners Wealth | History | Reduced | 47,980 | 2,256 | 0.0% | 0.0% | 185 | -38,443 | -44.48% | Q1 2026 | May 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 47,624 | 2,239 | 1.08% | 1.08% | 186 | -920 | -1.9% | Q1 2026 | May 07, 2026 |
| Westside Investment Management, Inc. | History | Added to | 46,743 | 2,200 | 0.34% | 0.34% | 187 | +128 | 0.27% | Q1 2026 | May 04, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 45,406 | 2,135 | 0.06% | 0.06% | 188 | -3,481 | -7.12% | Q1 2026 | May 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 45,171 | 2,124 | 0.31% | 0.44% | 189 | -19,892 | -30.57% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 44,873 | 2,110 | 0.09% | 0.08% | 190 | +7,095 | 18.78% | Q1 2026 | Apr 28, 2026 |
| Finward Bancorp | History | Reduced | 44,700 | 2,102 | 1.68% | 1.64% | 191 | -1,285 | -2.79% | Q1 2026 | Apr 10, 2026 |
| StoneX Group Inc. | History | Reduced | 44,549 | 2,094 | 0.11% | 0.2% | 192 | -56,293 | -55.82% | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | Added to | 43,796 | 2,059 | 0.46% | 0.44% | 193 | +545 | 1.26% | Q1 2026 | Apr 10, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 42,049 | 1,978 | 1.18% | 0.94% | 194 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 41,793 | 1,965 | 0.28% | 0.31% | 195 | -141 | -0.34% | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | Reduced | 41,774 | 1,964 | 0.4% | 0.46% | 196 | -4,206 | -9.15% | Q1 2026 | May 13, 2026 |
| FWG Holdings, LLC | History | Added to | 41,272 | 1,957 | 0.74% | 0.72% | 197 | +4,158 | 11.2% | Q1 2026 | Apr 13, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Reduced | 41,516 | 1,952 | 0.76% | 0.79% | 198 | -3,914 | -8.62% | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 41,236 | 1,939 | 0.01% | 0.01% | 199 | -5,352 | -11.49% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 41,041 | 1,930 | 0.01% | 0.01% | 200 | +439 | 1.08% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 40,854 | 1,921 | 0.17% | 0.16% | 201 | +606 | 1.51% | Q1 2026 | Apr 30, 2026 |
| Accel Wealth Management | History | Added to | 40,585 | 1,908 | 0.5% | 0.5% | 202 | +1,120 | 2.84% | Q1 2026 | Apr 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 40,209 | 1,891 | 0.0% | 0.0% | 203 | +1,025 | 2.62% | Q1 2026 | May 14, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 39,905 | 1,876 | 0.99% | 1.08% | 204 | -2,245 | -5.33% | Q1 2026 | Apr 23, 2026 |
| Claro Advisors Inc. | History | Reduced | 39,693 | 1,866 | 0.22% | 0.33% | 205 | -12,127 | -23.4% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Reduced | 39,215 | 1,844 | 0.01% | 0.01% | 206 | -7,951 | -16.86% | Q1 2026 | May 15, 2026 |
| TCFG Investment Advisors, LLC | History | New | 38,867 | 1,827 | 0.68% | — | 208 | +38,867 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 38,867 | 1,827 | 0.68% | 0.7% | 207 | -74 | -0.19% | Q1 2026 | Apr 23, 2026 |
| Rubicon Advisors, GP | History | Added to | 38,726 | 1,821 | 1.59% | 1.56% | 209 | +2,157 | 5.9% | Q1 2026 | May 14, 2026 |
| Sun Financial Inc | History | Reduced | 38,481 | 1,810 | 0.91% | 1.01% | 210 | -959 | -2.43% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 38,049 | 1,789 | 0.08% | 0.08% | 211 | +150 | 0.4% | Q1 2026 | Apr 28, 2026 |
| Apollon Financial, LLC | History | Reduced | 37,555 | 1,766 | 0.24% | 0.25% | 212 | -60 | -0.16% | Q1 2026 | Apr 22, 2026 |
| Intrua Financial, LLC | History | Reduced | 37,545 | 1,765 | 0.18% | 0.19% | 213 | -794 | -2.07% | Q1 2026 | Apr 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 37,292 | 1,753 | 0.03% | 0.03% | 214 | -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% | 215 | +818 | 2.23% | Q1 2026 | Apr 24, 2026 |
| Prism Advisors, Inc. | History | Reduced | 37,168 | 1,748 | 0.47% | 0.48% | 216 | -2,170 | -5.52% | Q1 2026 | Apr 23, 2026 |
| ERn Financial, LLC | History | Reduced | 36,828 | 1,732 | 0.33% | 0.53% | 217 | -24,879 | -40.32% | Q1 2026 | Apr 24, 2026 |
| Savvy Advisors, Inc. | History | Added to | 36,423 | 1,712 | 0.05% | 0.05% | 218 | +434 | 1.21% | Q1 2026 | May 11, 2026 |
| Empowered Funds, LLC | History | Reduced | 36,367 | 1,710 | 0.01% | 0.03% | 219 | -1,802 | -4.72% | Q1 2026 | Jun 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 36,352 | 1,709 | 0.07% | 0.07% | 220 | -6,767 | -15.69% | Q1 2026 | May 12, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 36,039 | 1,694 | 0.12% | 0.12% | 221 | -167 | -0.46% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 35,736 | 1,680 | 0.1% | 0.08% | 222 | -5 | -0.01% | Q1 2026 | Apr 28, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 35,491 | 1,669 | 0.09% | 0.1% | 223 | -2,678 | -7.02% | Q1 2026 | May 14, 2026 |
| Walker Asset Management, LLC | History | Reduced | 35,233 | 1,657 | 0.9% | 0.88% | 224 | -275 | -0.77% | Q1 2026 | Apr 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 34,846 | 1,638 | 0.02% | 0.02% | 225 | +846 | 2.49% | Q1 2026 | May 11, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 34,656 | 1,629 | 1.6% | 1.57% | 226 | -124 | -0.36% | Q1 2026 | Apr 07, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 34,509 | 1,622 | 0.06% | 0.08% | 227 | -5,020 | -12.7% | Q1 2026 | Apr 29, 2026 |
| Keystone Financial Group | History | Added to | 34,452 | 1,621 | 0.11% | 0.1% | 229 | +4,116 | 13.57% | Q1 2026 | May 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 34,470 | 1,621 | 0.09% | 0.09% | 228 | -562 | -1.6% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 34,327 | 1,614 | 0.0% | 0.0% | 230 | -3,871 | -10.13% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 33,821 | 1,590 | 0.47% | 0.49% | 231 | -1,070 | -3.07% | Q1 2026 | May 08, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 33,536 | 1,577 | 0.31% | 0.36% | 232 | -3,855 | -10.31% | Q1 2026 | Apr 09, 2026 |
| Strategic Financial Concepts, LLC | History | New | 33,386 | 1,570 | 0.39% | — | 233 | +33,386 | New | Q1 2026 | May 12, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Reduced | 32,766 | 1,540 | 1.21% | 1.25% | 234 | -18 | -0.05% | Q1 2026 | Apr 24, 2026 |
| Venture Visionary Partners LLC | History | Added to | 32,549 | 1,530 | 0.05% | 0.05% | 235 | +77 | 0.24% | Q1 2026 | May 14, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 32,282 | 1,518 | 0.48% | 0.56% | 236 | -7,279 | -18.4% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 31,848 | 1,497 | 0.11% | 0.12% | 237 | -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% | 238 | +145 | 0.46% | Q1 2026 | Apr 29, 2026 |
| Spire Wealth Management | History | Reduced | 31,549 | 1,483 | 0.05% | 0.05% | 239 | -1,639 | -4.94% | Q1 2026 | Apr 22, 2026 |
| Sequent Planning LLC | History | Added to | 31,514 | 1,482 | 0.36% | 0.36% | 240 | +818 | 2.66% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 31,305 | 1,472 | 0.11% | 0.11% | 241 | -1,265 | -3.88% | Q1 2026 | May 05, 2026 |
| Sovran Advisors, LLC | History | Reduced | 30,576 | 1,467 | 0.12% | 0.13% | 242 | -730 | -2.33% | Q1 2026 | May 01, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 30,786 | 1,447 | 0.41% | 0.36% | 243 | +1,953 | 6.77% | Q1 2026 | Apr 16, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 30,635 | 1,440 | 1.04% | 0.94% | 244 | +2,729 | 9.78% | Q1 2026 | May 07, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 29,924 | 1,438 | 0.6% | 0.66% | 245 | -403 | -1.33% | Q1 2026 | Apr 15, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 30,519 | 1,435 | 0.55% | 0.55% | 246 | -1,834 | -5.67% | Q1 2026 | Apr 24, 2026 |
| MBE Wealth Management, LLC | History | Added to | 30,172 | 1,418 | 0.59% | 0.58% | 247 | +125 | 0.42% | Q1 2026 | Apr 21, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 29,939 | 1,408 | 0.11% | 0.14% | 248 | -9,400 | -23.89% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 29,694 | 1,396 | 0.05% | 0.05% | 249 | -1,706 | -5.43% | Q1 2026 | Apr 20, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 29,102 | 1,368 | 0.15% | 0.14% | 250 | -130 | -0.44% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 28,883 | 1,358 | 0.05% | 0.05% | 251 | -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% | 252 | -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% | 253 | -221 | -0.77% | Q1 2026 | May 12, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 28,136 | 1,323 | 0.42% | 0.45% | 254 | -3,329 | -10.58% | Q1 2026 | Apr 15, 2026 |
| tru Independence LLC | History | Reduced | 27,989 | 1,316 | 0.65% | 0.36% | 255 | -2,639 | -8.62% | Q1 2026 | Apr 22, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 27,783 | 1,306 | 0.01% | 0.01% | 256 | -1,019 | -3.54% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 27,589 | 1,297 | 0.0% | 0.0% | 257 | +8,516 | 44.65% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Reduced | 27,578 | 1,296 | 0.06% | 0.06% | 258 | -32 | -0.12% | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 27,307 | 1,284 | 0.03% | 0.02% | 259 | +7,990 | 41.36% | Q1 2026 | May 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 27,134 | 1,276 | 0.13% | 0.14% | 260 | +83 | 0.31% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 27,061 | 1,271 | 0.01% | 0.02% | 261 | -4,997 | -15.59% | Q1 2026 | May 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 26,963 | 1,268 | 0.04% | 0.05% | 262 | -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% | 263 | +11,529 | 77.74% | Q1 2026 | May 13, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 26,256 | 1,234 | 0.42% | 0.49% | 264 | -3,891 | -12.91% | Q1 2026 | Apr 27, 2026 |
| SMITH, MOORE & CO. | History | Added to | 26,162 | 1,230 | 0.09% | 0.09% | 265 | +46 | 0.18% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 25,838 | 1,215 | 0.06% | 0.07% | 266 | -705 | -2.66% | Q1 2026 | Apr 17, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 25,394 | 1,194 | 0.44% | 0.45% | 267 | -1,311 | -4.91% | Q1 2026 | May 06, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 25,363 | 1,192 | 0.25% | 0.26% | 268 | +57 | 0.23% | Q1 2026 | May 12, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 25,073 | 1,179 | 0.09% | 0.09% | 269 | -37 | -0.15% | Q1 2026 | Apr 08, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 25,066 | 1,178 | 0.75% | 0.72% | 270 | +2,249 | 9.86% | Q1 2026 | Apr 23, 2026 |
| GGM Financial LLC | History | Reduced | 24,625 | 1,158 | 0.53% | 0.55% | 271 | -43 | -0.17% | Q1 2026 | May 11, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 24,452 | 1,149 | 0.22% | 0.25% | 272 | -1,671 | -6.4% | Q1 2026 | Apr 20, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 24,308 | 1,143 | 0.01% | 0.01% | 273 | +10,592 | 77.22% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 24,159 | 1,136 | 0.04% | 0.04% | 274 | -1,082 | -4.29% | Q1 2026 | Apr 28, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 24,127 | 1,134 | 0.73% | 0.75% | 275 | -210 | -0.86% | Q1 2026 | Apr 10, 2026 |
| Gotham Asset Management, LLC | History | No change | 23,810 | 1,119 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 23,498 | 1,105 | 0.07% | 0.07% | 277 | -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% | 278 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 23,198 | 1,091 | 0.04% | 0.04% | 279 | -125 | -0.54% | Q1 2026 | May 11, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 23,039 | 1,083 | 0.5% | — | 280 | +23,039 | New | Q1 2026 | Apr 15, 2026 |
| BIP Wealth, LLC | History | Reduced | 23,017 | 1,082 | 0.04% | 0.04% | 281 | -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% | 282 | +78 | 0.35% | Q1 2026 | Apr 21, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 22,530 | 1,059 | 0.72% | 0.72% | 283 | -249 | -1.09% | Q1 2026 | Apr 23, 2026 |
| NewEdge Wealth, LLC | History | Added to | 22,367 | 1,051 | 0.01% | 0.01% | 284 | +26 | 0.12% | Q1 2026 | May 13, 2026 |
| Capital Square, LLC | History | Reduced | 21,891 | 1,042 | 0.48% | 0.53% | 285 | -708 | -3.13% | Q1 2026 | May 11, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 21,557 | 1,013 | 0.23% | 0.23% | 286 | +304 | 1.43% | Q1 2026 | May 21, 2026 |
| RVW Wealth, LLC | History | Reduced | 21,452 | 1,008 | 0.08% | 0.08% | 287 | -628 | -2.84% | Q1 2026 | Apr 08, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 21,202 | 997 | 0.11% | 0.24% | 288 | -28,162 | -57.05% | Q1 2026 | Apr 23, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 21,084 | 991 | 0.16% | 0.18% | 289 | -1,669 | -7.34% | Q1 2026 | Apr 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 20,550 | 966 | 0.0% | 0.0% | 290 | +2,555 | 14.2% | Q1 2026 | May 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 20,329 | 956 | 0.03% | 0.02% | 291 | -26 | -0.13% | Q1 2026 | Apr 28, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 20,148 | 947 | 0.1% | 0.11% | 292 | -2,258 | -10.08% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 20,148 | 947 | 0.14% | 0.16% | 293 | -2,258 | -10.08% | Q1 2026 | May 11, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 19,770 | 929 | 0.14% | 0.13% | 294 | +647 | 3.38% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 19,721 | 927 | 0.01% | 0.01% | 295 | -1 | -0.01% | Q1 2026 | May 14, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 18,974 | 897 | 0.45% | 0.51% | 296 | -650 | -3.31% | Q1 2026 | Apr 08, 2026 |
| Formidable Asset Management, LLC | History | No change | 19,022 | 876 | 0.14% | 0.13% | 297 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BostonPremier Wealth LLC | History | Reduced | 18,516 | 870 | 0.45% | 0.49% | 298 | -2,347 | -11.25% | Q1 2026 | Apr 10, 2026 |
| Caprock Group, LLC | History | Added to | 18,472 | 868 | 0.02% | 0.02% | 299 | +363 | 2.0% | Q1 2026 | May 11, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 18,373 | 864 | 0.08% | — | 301 | +18,373 | New | Q1 2026 | May 06, 2026 |
| Maridea Wealth Management LLC | History | Added to | 18,378 | 864 | 0.13% | 0.11% | 300 | +2,423 | 15.19% | Q1 2026 | Apr 21, 2026 |
| Summit Financial, LLC | History | Reduced | 18,256 | 858 | 0.01% | 0.01% | 302 | -2,568 | -12.33% | Q1 2026 | May 15, 2026 |
| Virtus Wealth Solutions LLC | History | Reduced | 18,198 | 855 | 0.16% | 0.16% | 303 | -100 | -0.55% | Q1 2026 | May 08, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 17,898 | 841 | 0.02% | 0.02% | 304 | -879 | -4.68% | Q1 2026 | May 15, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 17,717 | 833 | 0.33% | 0.32% | 305 | +84 | 0.48% | Q1 2026 | Apr 21, 2026 |
| Santori & Peters, Inc. | History | Added to | 17,593 | 827 | 0.26% | 0.27% | 306 | +349 | 2.02% | Q1 2026 | May 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 17,104 | 826 | 0.05% | 0.06% | 307 | -4,890 | -22.23% | Q1 2026 | Apr 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 17,560 | 825 | 0.42% | 0.4% | 308 | +912 | 5.48% | Q1 2026 | May 15, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 17,500 | 823 | 0.29% | 0.27% | 309 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 16,755 | 787 | 0.0% | 0.0% | 310 | -8,622 | -33.98% | Q1 2026 | May 13, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 16,626 | 781 | 0.07% | 0.07% | 311 | -142 | -0.85% | Q1 2026 | Apr 10, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 16,426 | 779 | 0.05% | 0.05% | 312 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 15,760 | 741 | 0.02% | 0.02% | 313 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 15,692 | 738 | 0.22% | 0.21% | 314 | +251 | 1.63% | Q1 2026 | Apr 30, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 15,699 | 738 | 0.53% | 0.52% | 315 | +200 | 1.29% | Q1 2026 | Apr 17, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 15,498 | 735 | 0.39% | 0.43% | 316 | -859 | -5.25% | Q1 2026 | Apr 08, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 15,700 | 731 | 0.62% | 0.61% | 317 | +277 | 1.8% | Q1 2026 | Apr 27, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 15,516 | 729 | 0.22% | 0.15% | 318 | +5,378 | 53.05% | Q1 2026 | Apr 06, 2026 |
| City Center Advisors, LLC | History | Added to | 15,475 | 727 | 0.67% | 0.65% | 319 | +108 | 0.7% | Q1 2026 | Apr 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 15,414 | 724 | 0.04% | 0.04% | 320 | -25 | -0.16% | Q1 2026 | Apr 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 15,073 | 708 | 0.0% | 0.02% | 321 | -1,526,592 | -99.02% | Q1 2026 | Jul 17, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 14,963 | 708 | 0.15% | 0.16% | 322 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 14,727 | 692 | 0.14% | 0.15% | 323 | -1,560 | -9.58% | Q1 2026 | Apr 20, 2026 |
| Pathstone Holdings, LLC | History | Added to | 14,527 | 683 | 0.0% | 0.0% | 324 | +79 | 0.55% | Q1 2026 | May 11, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 14,350 | 674 | 0.08% | 0.08% | 325 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 14,284 | 671 | 0.02% | 0.02% | 326 | +823 | 6.11% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 14,242 | 669 | 0.02% | 0.03% | 327 | -1,499 | -9.52% | Q1 2026 | Apr 07, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 14,119 | 663 | 0.59% | 1.0% | 328 | -607 | -4.12% | Q1 2026 | May 11, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 13,720 | 645 | 0.01% | 0.01% | 329 | +1,018 | 8.01% | Q1 2026 | May 11, 2026 |
| Sargent Investment Group, LLC | History | No change | 13,705 | 644 | 0.08% | 0.08% | 330 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 13,625 | 640 | 0.05% | 0.05% | 331 | -911 | -6.27% | Q1 2026 | May 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 13,536 | 636 | 0.04% | 0.04% | 332 | +6,650 | 96.57% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 13,356 | 626 | 0.0% | 0.0% | 333 | +1,446 | 12.14% | Q1 2026 | May 01, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 13,160 | 618 | 0.02% | 0.03% | 334 | -3,787 | -22.35% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 13,046 | 614 | 0.03% | 0.03% | 335 | +926 | 7.64% | Q1 2026 | May 18, 2026 |
| Accretive Wealth Partners, LLC | History | New | 12,971 | 610 | 0.17% | — | 338 | +12,971 | New | Q1 2026 | Apr 22, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 12,984 | 610 | 0.29% | 0.26% | 336 | +111 | 0.86% | Q1 2026 | May 14, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 12,988 | 610 | 0.16% | 0.14% | 337 | +62 | 0.48% | Q1 2026 | Apr 17, 2026 |
| CX Institutional | History | Reduced | 12,871 | 605 | 0.02% | 0.02% | 339 | -2,324 | -15.29% | Q1 2026 | Apr 06, 2026 |
| LWM Advisory Services, LLC | History | No change | 12,859 | 604 | 0.64% | 0.35% | 340 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NBT BANK N A /NY | History | Added to | 12,820 | 602 | 0.04% | 0.04% | 341 | +12,728 | 13834.78% | Q1 2026 | Apr 28, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 12,620 | 593 | 0.03% | 0.03% | 342 | -2,205 | -14.87% | Q1 2026 | Apr 28, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 12,592 | 592 | 0.24% | 0.22% | 343 | +318 | 2.59% | Q1 2026 | Apr 22, 2026 |
| TriaGen Wealth Management LLC | History | No change | 12,459 | 585 | 0.16% | 0.15% | 344 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Appalachian Capital Management Ltd | History | Reduced | 12,427 | 584 | 0.47% | 0.49% | 345 | -840 | -6.33% | Q1 2026 | Apr 27, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 12,363 | 581 | 0.2% | 0.11% | 347 | +614 | 5.23% | Q1 2026 | May 13, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 12,354 | 581 | 0.15% | 0.15% | 346 | -219 | -1.74% | Q1 2026 | Apr 08, 2026 |
| Tidemark, LLC | History | Added to | 12,337 | 580 | 0.15% | 0.15% | 348 | +763 | 6.59% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,254 | 576 | 0.01% | 0.0% | 349 | +9,571 | 356.73% | Q1 2026 | Jun 02, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 12,146 | 571 | 0.28% | 0.32% | 350 | -603 | -4.73% | Q1 2026 | Apr 27, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 12,098 | 568 | 0.23% | 0.26% | 351 | -1,904 | -13.6% | Q1 2026 | Apr 22, 2026 |
| Keel Point, LLC | History | Reduced | 12,017 | 565 | 0.04% | 0.03% | 352 | -252 | -2.05% | Q1 2026 | May 29, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 12,029 | 565 | 0.13% | 0.12% | 353 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 11,965 | 562 | 0.0% | 0.0% | 354 | +10,226 | 588.04% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,968 | 562 | 0.01% | 0.01% | 355 | -1,261 | -9.53% | Q1 2026 | Apr 22, 2026 |
| Vigil Wealth Management, LLC | History | No change | 11,895 | 559 | 0.45% | 0.46% | 356 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 11,764 | 553 | 0.14% | 0.17% | 357 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sage Mountain Advisors LLC | History | No change | 11,744 | 552 | 0.04% | 0.03% | 358 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Leo Wealth, LLC | History | Added to | 11,731 | 551 | 0.04% | 0.04% | 359 | +1,151 | 10.88% | Q1 2026 | May 05, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 11,731 | 551 | 0.41% | 0.4% | 360 | -333 | -2.76% | Q1 2026 | Apr 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 12,509 | 550 | 0.0% | 0.0% | 362 | -16,870 | -57.42% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 11,706 | 550 | 0.01% | 0.01% | 361 | -799 | -6.39% | Q1 2026 | May 04, 2026 |
| NOVEM GROUP | History | New | 11,689 | 549 | 0.06% | — | 363 | +11,689 | New | Q1 2026 | Apr 10, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 11,634 | 547 | 0.0% | 0.0% | 364 | -2,064 | -15.07% | Q1 2026 | May 07, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 11,886 | 547 | 0.47% | 0.47% | 365 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Keystone Wealth Services, LLC | History | New | 11,621 | 546 | 0.12% | — | 366 | +11,621 | New | Q1 2026 | May 13, 2026 |
| Capital Developers, LLC | History | Reduced | 11,593 | 545 | 0.49% | 0.48% | 367 | -42 | -0.36% | Q1 2026 | May 08, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 11,505 | 540 | 0.11% | 0.11% | 368 | -112 | -0.96% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 11,435 | 537 | 0.03% | 0.03% | 369 | +24 | 0.21% | Q1 2026 | Apr 29, 2026 |
| MTM Investment Management, LLC | History | Reduced | 11,394 | 535 | 0.17% | 0.17% | 370 | -253 | -2.17% | Q1 2026 | May 06, 2026 |
| Skyview Financial Group LLC | History | No change | 11,574 | 533 | 0.55% | 0.55% | 371 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Vise Technologies, Inc. | History | No change | 11,549 | 532 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 11,143 | 524 | 0.1% | 0.1% | 373 | +3 | 0.03% | Q1 2026 | Apr 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 10,964 | 515 | 0.01% | 0.02% | 374 | -12,271 | -52.81% | Q1 2026 | Apr 27, 2026 |
| Blue Trust, Inc. | History | Added to | 10,908 | 513 | 0.01% | 0.01% | 375 | +338 | 3.2% | Q1 2026 | Apr 20, 2026 |
| Cerity Partners LLC | History | Reduced | 10,746 | 505 | 0.0% | 0.0% | 376 | -1,295 | -10.75% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Reduced | 10,720 | 504 | 0.02% | 0.03% | 377 | -462 | -4.13% | Q1 2026 | Apr 06, 2026 |
| Kapstone Financial Advisors LLC | History | New | 10,645 | 500 | 0.24% | — | 378 | +10,645 | New | Q1 2026 | Apr 22, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 10,554 | 496 | 0.21% | 0.19% | 379 | +827 | 8.5% | Q1 2026 | May 01, 2026 |
| Archer Investment Corp | History | No change | 10,444 | 491 | 0.1% | 0.11% | 380 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 10,421 | 490 | 0.43% | 0.49% | 381 | -1,877 | -15.26% | Q1 2026 | May 07, 2026 |
| Peak Planning Group, LLC | History | Reduced | 10,330 | 485 | 0.13% | 0.16% | 382 | -2,351 | -18.54% | Q1 2026 | Apr 22, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 10,307 | 484 | 0.07% | 0.08% | 383 | -382 | -3.57% | Q1 2026 | Apr 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 10,243 | 481 | 0.01% | 0.01% | 384 | -1,725 | -14.41% | Q1 2026 | May 01, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 10,146 | 477 | 0.24% | 0.23% | 385 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GREENLEAF TRUST | History | Reduced | 9,899 | 465 | 0.0% | 0.0% | 386 | -750 | -7.04% | Q1 2026 | Apr 27, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 9,760 | 459 | 0.28% | 0.3% | 388 | -1,183 | -10.81% | Q1 2026 | May 14, 2026 |
| Legacy Trust | History | No change | 9,775 | 459 | 0.09% | 0.08% | 387 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PFG Investments, LLC | History | Added to | 9,634 | 453 | 0.02% | 0.02% | 389 | +272 | 2.91% | Q1 2026 | Apr 27, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 9,612 | 452 | 0.22% | 0.26% | 390 | -1,707 | -15.08% | Q1 2026 | May 14, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 9,629 | 452 | 0.29% | 0.29% | 391 | -166 | -1.69% | Q1 2026 | May 15, 2026 |
| SLT Holdings LLC | History | Reduced | 9,580 | 450 | 0.3% | 0.3% | 392 | -491 | -4.88% | Q1 2026 | Apr 21, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 9,538 | 448 | 0.01% | 0.07% | 393 | -37,332 | -79.65% | Q1 2026 | May 04, 2026 |
| Old Port Advisors | History | No change | 9,542 | 448 | 0.1% | 0.11% | 394 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 9,392 | 441 | 0.27% | 0.29% | 395 | +38 | 0.41% | Q1 2026 | May 05, 2026 |
| PRUDENTIAL PLC | History | New | 9,300 | 437 | 0.0% | — | 396 | +9,300 | New | Q1 2026 | May 13, 2026 |
| Waterfront Wealth Inc. | History | Added to | 9,255 | 435 | 0.08% | 0.08% | 397 | +269 | 2.99% | Q1 2026 | Apr 30, 2026 |
| Indivisible Partners | History | Added to | 9,229 | 434 | 0.04% | 0.05% | 399 | +12 | 0.13% | Q1 2026 | Apr 30, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 9,232 | 434 | 0.25% | 0.24% | 398 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Advisory Services Network, LLC | History | Reduced | 9,161 | 430 | 0.01% | 0.01% | 400 | -367 | -3.85% | Q1 2026 | May 15, 2026 |
| MGB Wealth Management, LLC | History | No change | 9,223 | 424 | 0.12% | 0.12% | 401 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 8,966 | 421 | 0.21% | 0.21% | 402 | -64 | -0.71% | Q1 2026 | Apr 15, 2026 |
| BlackRock, Inc. | History | Added to | 8,923 | 419 | 0.0% | 0.0% | 403 | +8,053 | 925.63% | Q1 2026 | May 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 8,903 | 418 | 0.22% | 0.22% | 404 | +276 | 3.2% | Q1 2026 | May 13, 2026 |
| Owen LaRue, LLC | History | Reduced | 8,884 | 417 | 0.16% | 0.16% | 405 | -389 | -4.19% | Q1 2026 | Apr 30, 2026 |
| Florida Trust Wealth Management Co | History | New | 8,793 | 413 | 0.01% | — | 407 | +8,793 | New | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 8,795 | 413 | 0.02% | 0.02% | 406 | -90 | -1.01% | Q1 2026 | Apr 30, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 8,771 | 412 | 0.07% | 0.08% | 408 | +78 | 0.9% | Q1 2026 | May 11, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 8,692 | 408 | 0.14% | 0.22% | 409 | -6,285 | -41.96% | Q1 2026 | Apr 22, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 8,497 | 399 | 0.2% | 0.13% | 410 | +1 | 0.01% | Q1 2026 | Apr 24, 2026 |
| Fermata Advisors, LLC | History | Added to | 8,348 | 392 | 0.09% | 0.09% | 411 | +24 | 0.29% | Q1 2026 | Apr 08, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 8,240 | 387 | 0.14% | 0.13% | 412 | +21 | 0.26% | Q1 2026 | May 04, 2026 |
| Rossby Financial, LCC | History | Added to | 8,204 | 386 | 0.08% | 0.1% | 413 | +872 | 11.89% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | No change | 8,195 | 385 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DB&C Advisors, LLC | History | Reduced | 8,165 | 383 | 0.5% | 0.49% | 415 | -384 | -4.49% | Q1 2026 | Apr 24, 2026 |
| Curi Capital, LLC | History | No change | 8,025 | 377 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Added to | 8,010 | 375 | 0.04% | 0.04% | 417 | +404 | 5.31% | Q1 2026 | May 15, 2026 |
| Balefire, LLC | History | Reduced | 7,948 | 373 | 0.07% | 0.11% | 418 | -4,307 | -35.14% | Q1 2026 | May 07, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 7,878 | 370 | 0.33% | 0.32% | 419 | -2,084 | -20.92% | Q1 2026 | May 04, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | Added to | 7,848 | 369 | 0.14% | 0.14% | 420 | +1 | 0.01% | Q1 2026 | May 14, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 7,800 | 367 | 0.14% | 0.14% | 421 | +155 | 2.03% | Q1 2026 | Apr 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 7,775 | 365 | 0.02% | 0.02% | 422 | +101 | 1.32% | Q1 2026 | Apr 13, 2026 |
| PSI Advisors, LLC | History | Reduced | 7,700 | 362 | 0.09% | 0.1% | 423 | -710 | -8.44% | Q1 2026 | May 14, 2026 |
| Camelot Portfolios, LLC | History | New | 7,691 | 361 | 0.27% | — | 425 | +7,691 | New | Q1 2026 | May 08, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 7,688 | 361 | 0.03% | 0.03% | 424 | +42 | 0.55% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 7,670 | 360 | 0.0% | 0.0% | 426 | -368 | -4.58% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 7,653 | 359 | 0.01% | 0.01% | 427 | -650 | -7.83% | Q1 2026 | May 11, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 7,493 | 352 | 0.13% | 0.13% | 428 | -207 | -2.69% | Q1 2026 | May 08, 2026 |
| GeoWealth Management, LLC | History | Reduced | 7,324 | 344 | 0.01% | 0.01% | 430 | -1,292 | -15.0% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | No change | 7,332 | 344 | 0.0% | 0.01% | 429 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Beaton Management Co. Inc. | History | No change | 7,199 | 339 | 0.15% | 0.15% | 431 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 7,145 | 336 | 0.11% | 0.21% | 432 | -6,024 | -45.74% | Q1 2026 | May 14, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 7,115 | 334 | 0.05% | 0.07% | 433 | -2,650 | -27.14% | Q1 2026 | May 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,060 | 332 | 0.0% | 0.0% | 434 | +16 | 0.23% | Q1 2026 | Apr 27, 2026 |
| Balboa Wealth Partners | History | Reduced | 7,047 | 331 | 0.06% | 0.06% | 435 | -891 | -11.22% | Q1 2026 | Apr 16, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 7,045 | 331 | 0.01% | 0.01% | 436 | -39 | -0.55% | Q1 2026 | May 07, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 7,032 | 330 | 0.0% | 0.0% | 437 | -750 | -9.64% | Q1 2026 | Apr 15, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 7,009 | 329 | 0.25% | 0.24% | 438 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Redwood Financial Network Corp | History | Added to | 6,849 | 322 | 0.21% | 0.2% | 439 | +184 | 2.76% | Q1 2026 | May 14, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 6,838 | 321 | 0.06% | 0.05% | 440 | -233 | -3.3% | Q1 2026 | Apr 29, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 6,759 | 317 | 0.02% | 0.13% | 441 | -30,763 | -81.99% | Q1 2026 | May 04, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 6,719 | 316 | 0.04% | 0.04% | 443 | -1,150 | -14.61% | Q1 2026 | Apr 29, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 6,732 | 316 | 0.06% | 0.04% | 442 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Benson Wealth Management INC | History | Added to | 6,713 | 315 | 0.43% | 0.34% | 444 | +1 | 0.01% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | Reduced | 6,551 | 308 | 0.01% | 0.02% | 445 | -1,226 | -15.76% | Q1 2026 | Apr 24, 2026 |
| HUB Investment Partners, LLC | History | New | 6,547 | 307 | 0.01% | — | 447 | +6,547 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 6,538 | 307 | 0.09% | 0.09% | 446 | -23 | -0.35% | Q1 2026 | Apr 22, 2026 |
| SEI INVESTMENTS CO | History | New | 6,512 | 306 | 0.0% | — | 448 | +6,512 | New | Q1 2026 | May 13, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 6,433 | 302 | 0.07% | 0.08% | 449 | -502 | -7.24% | Q1 2026 | Apr 14, 2026 |
| RDA Financial Network | History | No change | 6,413 | 301 | 0.08% | 0.07% | 450 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Reduced | 6,391 | 300 | 0.13% | 0.18% | 451 | -2,096 | -24.7% | Q1 2026 | May 14, 2026 |
| LexAurum Advisors, LLC | History | New | 6,330 | 297 | 0.04% | — | 453 | +6,330 | New | Q1 2026 | Apr 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 6,319 | 297 | 0.01% | 0.01% | 452 | +8 | 0.13% | Q1 2026 | May 08, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 6,307 | 296 | 0.15% | 0.23% | 455 | -3,150 | -33.31% | Q1 2026 | Apr 10, 2026 |
| Clearstead Advisors, LLC | History | Added to | 6,311 | 296 | 0.0% | 0.0% | 454 | +5 | 0.08% | Q1 2026 | May 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 6,234 | 293 | 0.03% | — | 456 | +6,234 | New | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 6,213 | 292 | 0.04% | 0.03% | 457 | +263 | 4.42% | Q1 2026 | Apr 17, 2026 |
| Csenge Advisory Group | History | New | 6,171 | 290 | 0.01% | — | 458 | +6,171 | New | Q1 2026 | Apr 30, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 6,146 | 289 | 0.19% | 0.2% | 460 | -320 | -4.95% | Q1 2026 | Apr 13, 2026 |
| Gratus Wealth Advisors, LLC | History | No change | 6,158 | 289 | 0.04% | 0.04% | 459 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hilltop Partners LLC | History | No change | 6,127 | 288 | 0.07% | 0.07% | 461 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 6,059 | 284 | 0.01% | 0.01% | 462 | +11 | 0.18% | Q1 2026 | Apr 13, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 6,037 | 283 | 0.16% | 0.17% | 464 | +15 | 0.25% | Q1 2026 | Apr 16, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 6,021 | 283 | 0.01% | 0.01% | 463 | +10 | 0.17% | Q1 2026 | Apr 15, 2026 |
| Advisory Advocates, LLC | History | Added to | 6,017 | 282 | 0.29% | 0.28% | 465 | +1 | 0.02% | Q1 2026 | May 05, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 5,978 | 281 | 0.17% | 0.19% | 466 | -1,150 | -16.13% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 5,950 | 279 | 0.0% | 0.0% | 467 | +1,258 | 26.81% | Q1 2026 | May 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 5,864 | 275 | 0.02% | 0.02% | 468 | -790 | -11.87% | Q1 2026 | Apr 09, 2026 |
| Core Wealth Partners LLC | History | Added to | 5,813 | 273 | 0.13% | 0.12% | 470 | +3 | 0.05% | Q1 2026 | May 08, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,936 | 273 | 0.02% | 0.02% | 469 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Variant Private Wealth, LLC | History | Added to | 5,802 | 272 | 0.33% | 0.28% | 472 | +20 | 0.35% | Q1 2026 | May 15, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 5,785 | 272 | 0.04% | 0.04% | 471 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KFA Private Wealth Group, LLC | History | No change | 5,765 | 271 | 0.07% | 0.06% | 473 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Oxler Private Wealth LLC | History | Added to | 5,686 | 267 | 0.08% | 0.08% | 474 | +31 | 0.55% | Q1 2026 | Apr 28, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 5,630 | 264 | 0.07% | 0.07% | 476 | -262 | -4.45% | Q1 2026 | Apr 28, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 5,620 | 264 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 5,615 | 264 | 0.1% | 0.1% | 477 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WealthTrust Asset Management, LLC | History | New | 5,478 | 257 | 0.15% | — | 478 | +5,478 | New | Q1 2026 | May 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 5,563 | 256 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 5,434 | 255 | 0.09% | 0.09% | 480 | +199 | 3.8% | Q1 2026 | Apr 17, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 5,365 | 252 | 0.01% | 0.01% | 481 | -825 | -13.33% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Added to | 5,367 | 252 | 0.0% | 0.0% | 482 | +312 | 6.17% | Q1 2026 | Apr 16, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 5,358 | 251 | 0.0% | — | 486 | +5,358 | New | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 5,301 | 251 | 0.0% | 0.01% | 485 | +882 | 19.96% | Q1 2026 | May 01, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 5,353 | 251 | 0.06% | 0.06% | 483 | +80 | 1.52% | Q1 2026 | Apr 17, 2026 |
| Skyline Advisors, Inc. | History | Added to | 5,350 | 251 | 0.09% | 0.08% | 484 | +17 | 0.32% | Q1 2026 | Apr 20, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 5,337 | 250 | 0.05% | 0.08% | 487 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Nilsine Partners, LLC | History | Reduced | 5,231 | 248 | 0.02% | 0.02% | 489 | -275 | -4.99% | Q1 2026 | Apr 29, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 5,285 | 248 | 0.03% | 0.03% | 490 | -152 | -2.8% | Q1 2026 | Apr 27, 2026 |
| Whelan Financial | History | No change | 5,293 | 248 | 0.08% | 0.08% | 488 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 5,159 | 242 | 0.07% | 0.06% | 491 | +463 | 9.86% | Q1 2026 | Apr 27, 2026 |
| Hershey Financial Advisers, LLC | History | New | 5,118 | 240 | 0.21% | — | 492 | +5,118 | New | Q1 2026 | May 06, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 5,159 | 237 | 0.14% | 0.14% | 493 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Facet Wealth, Inc. | History | Reduced | 5,017 | 235 | 0.0% | 0.0% | 494 | -553 | -9.93% | Q1 2026 | May 07, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 4,991 | 234 | 0.03% | 0.02% | 495 | -1 | -0.02% | Q1 2026 | Apr 15, 2026 |
| Kestra Investment Management, LLC | History | Added to | 4,933 | 232 | 0.0% | 0.01% | 496 | +308 | 6.66% | Q1 2026 | May 11, 2026 |
| Smith Partners Wealth Management, LLC | History | No change | 4,940 | 232 | 0.21% | 0.21% | 497 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Axiom Investment Management LLC | History | New | 4,923 | 231 | 0.18% | — | 499 | +4,923 | New | Q1 2026 | May 26, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 4,908 | 231 | 0.01% | 0.01% | 498 | -920 | -15.79% | Q1 2026 | Apr 27, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 4,878 | 229 | 0.12% | 0.09% | 501 | +171 | 3.63% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 4,870 | 229 | 0.0% | 0.0% | 500 | +5 | 0.1% | Q1 2026 | Apr 20, 2026 |
| CFC Planning Co LLC | History | No change | 4,877 | 229 | 0.16% | 0.17% | 502 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Avior Wealth Management, LLC | History | Added to | 4,812 | 226 | 0.01% | 0.01% | 503 | +436 | 9.96% | Q1 2026 | Apr 09, 2026 |
| Van Diest Capital, LLC | History | Reduced | 4,817 | 226 | 0.18% | 0.35% | 504 | -314 | -6.12% | Q1 2026 | May 15, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | No change | 4,688 | 225 | 0.13% | 0.13% | 505 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Platt Wealth Management LLC | History | New | 4,766 | 224 | 0.22% | — | 507 | +4,766 | New | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 4,777 | 224 | 0.01% | 0.01% | 506 | +18 | 0.38% | Q1 2026 | May 15, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 4,715 | 221 | 0.05% | 0.05% | 508 | +7 | 0.15% | Q1 2026 | May 05, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 4,699 | 220 | 0.01% | 0.01% | 509 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 4,657 | 218 | 0.06% | 0.06% | 510 | +7 | 0.15% | Q1 2026 | Apr 24, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 4,620 | 217 | 0.01% | 0.01% | 511 | +26 | 0.57% | Q1 2026 | May 11, 2026 |
| Tortuga Wealth Management, Inc | History | Reduced | 4,595 | 216 | 0.2% | 0.23% | 512 | -135 | -2.85% | Q1 2026 | Jul 17, 2026 |
| Visionary Wealth Advisors | History | Added to | 4,552 | 214 | 0.01% | 0.01% | 513 | +72 | 1.61% | Q1 2026 | May 13, 2026 |
| Financially in Tune, LLC | History | No change | 4,557 | 214 | 0.18% | 0.2% | 514 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Trilogy Capital Inc. | History | Reduced | 4,445 | 209 | 0.01% | 0.01% | 515 | -1,454 | -24.65% | Q1 2026 | Apr 21, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | No change | 4,404 | 207 | 0.15% | 0.15% | 516 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Reduced | 4,378 | 205 | 0.17% | 0.17% | 517 | -782 | -15.16% | Q1 2026 | May 15, 2026 |
| Avise Financial Cooperative, Inc. | History | Reduced | 4,322 | 203 | 0.17% | 0.28% | 518 | -2,353 | -35.25% | Q1 2026 | Apr 22, 2026 |
| Signature Wealth Management Group | History | New | 4,272 | 200 | 0.08% | — | 519 | +4,272 | New | Q1 2026 | Apr 01, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 4,056 | 186 | 0.05% | 0.05% | 520 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 3,441 | 161 | 0.16% | 0.16% | 521 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 3,366 | 158 | 0.09% | 0.09% | 522 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TRUST CO OF VERMONT | History | No change | 3,280 | 151 | 0.01% | 0.01% | 523 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ORG Partners LLC | History | No change | 3,259 | 150 | 0.03% | 0.03% | 524 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,177 | 148 | 0.01% | 0.01% | 525 | -843 | -20.97% | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | No change | 3,160 | 148 | 0.03% | 0.03% | 526 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gen-Wealth Partners Inc | History | No change | 3,120 | 146 | 0.05% | 0.05% | 527 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 2,966 | 139 | 0.04% | 0.04% | 528 | +11 | 0.37% | Q1 2026 | May 01, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 2,600 | 122 | 0.03% | 0.03% | 529 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Private Wealth Asset Management, LLC | History | New | 2,550 | 119 | 0.01% | — | 530 | +2,550 | New | Q1 2026 | May 06, 2026 |
| Accordant Advisory Group Inc | History | Added to | 2,364 | 111 | 0.07% | 0.03% | 531 | +1,348 | 132.68% | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | Added to | 2,345 | 110 | 0.06% | 0.06% | 532 | +18 | 0.77% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 2,338 | 109 | 0.02% | 0.33% | 534 | -51,149 | -95.63% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,377 | 109 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,153 | 101 | 0.01% | 0.02% | 535 | -942 | -30.44% | Q1 2026 | Apr 08, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 2,133 | 100 | 0.02% | 0.03% | 536 | -269 | -11.2% | Q1 2026 | Apr 22, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,000 | 94 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BFSG, LLC | History | Reduced | 1,923 | 90 | 0.01% | 0.02% | 538 | -1,723 | -47.26% | Q1 2026 | Apr 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,889 | 88 | 0.03% | 0.03% | 539 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ancora Advisors LLC | History | No change | 1,807 | 84 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 1,770 | 83 | 0.0% | — | 541 | +1,770 | New | Q1 2026 | May 05, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,748 | 82 | 0.02% | 0.02% | 543 | -385 | -18.05% | Q1 2026 | May 11, 2026 |
| Operose Advisors LLC | History | No change | 1,755 | 82 | 0.02% | 0.02% | 542 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,719 | 80 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,666 | 78 | 0.0% | — | 545 | +1,666 | New | Q1 2026 | May 08, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,625 | 76 | 0.01% | 0.01% | 546 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Bravera Wealth | History | No change | 1,605 | 75 | 0.03% | 0.04% | 547 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,500 | 70 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 1,483 | 69 | 0.01% | 0.0% | 550 | +1,017 | 218.24% | Q1 2026 | Apr 28, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 1,483 | 69 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Crews Bank & Trust | History | New | 1,457 | 68 | 0.01% | — | 551 | +1,457 | New | Q1 2026 | May 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 1,420 | 66 | 0.0% | 0.0% | 552 | -220 | -13.41% | Q1 2026 | Apr 30, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,418 | 66 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 1,398 | 65 | 0.03% | 0.03% | 554 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ascentis Independent Advisors | History | New | 1,371 | 64 | 0.0% | — | 555 | +1,371 | New | Q1 2026 | Apr 28, 2026 |
| Caldwell Trust Co | History | Reduced | 1,359 | 63 | 0.01% | 0.01% | 556 | -42 | -3.0% | Q1 2026 | Apr 22, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,245 | 58 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Abound Wealth Management | History | Added to | 1,182 | 55 | 0.01% | 0.0% | 558 | +732 | 162.67% | Q1 2026 | Apr 10, 2026 |
| Graney & King, LLC | History | Added to | 1,187 | 55 | 0.03% | 0.03% | 560 | +7 | 0.59% | Q1 2026 | May 18, 2026 |
| Nemes Rush Group LLC | History | Added to | 1,181 | 55 | 0.01% | 0.01% | 559 | +6 | 0.51% | Q1 2026 | Apr 21, 2026 |
| BOKF, NA | History | No change | 1,163 | 54 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,140 | 53 | 0.0% | 0.0% | 562 | +489 | 75.12% | Q1 2026 | May 05, 2026 |
| Parkside Financial Bank & Trust | History | New | 1,094 | 51 | 0.0% | — | 565 | +1,094 | New | Q1 2026 | May 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,094 | 51 | 0.01% | 0.01% | 563 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,089 | 51 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1,075 | 50 | 0.04% | — | 566 | +1,075 | New | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 1,043 | 49 | 0.0% | 0.0% | 567 | -200 | -16.09% | Q1 2026 | Apr 23, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,048 | 49 | 0.0% | 0.0% | 568 | +5 | 0.48% | Q1 2026 | Apr 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 1,031 | 48 | 0.0% | — | 570 | +1,031 | New | Q1 2026 | May 01, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 1,039 | 48 | 0.01% | 0.01% | 569 | +5 | 0.48% | Q1 2026 | May 15, 2026 |
| Glassman Wealth Services | History | No change | 991 | 46 | 0.01% | 0.01% | 571 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 976 | 45 | 0.02% | 0.02% | 572 | +5 | 0.51% | Q1 2026 | Apr 28, 2026 |
| BALLAST ADVISORS LLC | History | New | 925 | 43 | 0.01% | — | 573 | +925 | New | Q1 2026 | Jun 23, 2026 |
| Main Street Group, LTD | History | New | 835 | 39 | 0.01% | — | 575 | +835 | New | Q1 2026 | May 06, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 842 | 39 | 0.01% | 0.01% | 574 | +4 | 0.48% | Q1 2026 | Apr 10, 2026 |
| Security National Bank | History | New | 823 | 38 | 0.01% | — | 576 | +823 | New | Q1 2026 | Apr 16, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 725 | 34 | 0.0% | 0.0% | 577 | -612 | -45.77% | Q1 2026 | May 08, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 650 | 30 | 0.09% | 0.08% | 578 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 644 | 30 | 0.03% | 0.03% | 579 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| My Portfolio Guide, LLC | History | New | 632 | 29 | 0.02% | — | 580 | +632 | New | Q1 2026 | May 05, 2026 |
| Hilltop National Bank | History | No change | 605 | 28 | 0.01% | 0.01% | 581 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| SIGNATUREFD, LLC | History | No change | 592 | 27 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Scarborough Advisors, LLC | History | Added to | 532 | 25 | 0.0% | 0.0% | 583 | +3 | 0.57% | Q1 2026 | May 07, 2026 |
| Truvestments Capital LLC | History | No change | 519 | 24 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | Reduced | 498 | 23 | 0.0% | 0.01% | 585 | -1,852 | -78.81% | Q1 2026 | May 29, 2026 |
| Anchor Investment Management, LLC | History | New | 500 | 23 | 0.0% | — | 588 | +500 | New | Q1 2026 | May 01, 2026 |
| TD Waterhouse Canada Inc. | History | New | 500 | 23 | 0.0% | — | 589 | +500 | New | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | No change | 483 | 23 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 510 | 23 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Park Place Capital Corp | History | New | 489 | 22 | 0.0% | — | 591 | +489 | New | Q1 2026 | Apr 09, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 483 | 22 | 0.01% | — | 590 | +483 | New | Q1 2026 | Apr 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 450 | 21 | 0.01% | — | 593 | +450 | New | Q1 2026 | May 12, 2026 |
| Citizens National Bank Trust Department | History | No change | 450 | 21 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 435 | 20 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Dogwood Wealth Management LLC | History | No change | 431 | 20 | 0.01% | 0.01% | 595 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PlanVest Financial, Inc | History | New | 413 | 19 | 0.01% | — | 599 | +413 | New | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | New | 400 | 19 | 0.0% | — | 598 | +400 | New | Q1 2026 | May 08, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 420 | 19 | 0.02% | 0.02% | 597 | -51 | -10.83% | Q1 2026 | May 06, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 425 | 19 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Copia Wealth Management | History | New | 347 | 16 | 0.01% | — | 601 | +347 | New | Q1 2026 | May 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 356 | 16 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 330 | 15 | 0.0% | 0.0% | 602 | -1 | -0.3% | Q1 2026 | May 07, 2026 |
| Heritage Wealth Advisors | History | No change | 336 | 15 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SFAM, LLC | History | No change | 333 | 15 | 0.01% | 0.01% | 604 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RMG Wealth Management LLC | History | New | 300 | 14 | 0.0% | — | 607 | +300 | New | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 317 | 14 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 315 | 14 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 256 | 12 | 0.01% | 0.02% | 609 | +2 | 0.79% | Q1 2026 | Jul 01, 2026 |
| Salomon & Ludwin, LLC | History | No change | 271 | 12 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PFS Partners, LLC | History | Added to | 245 | 11 | 0.01% | 0.01% | 612 | +1 | 0.41% | Q1 2026 | Apr 09, 2026 |
| Lodestone Wealth Management LLC | History | No change | 243 | 11 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SWAN Capital LLC | History | No change | 234 | 11 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 237 | 11 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Mosley Wealth Management | History | New | 208 | 9 | 0.0% | — | 617 | +208 | New | Q1 2026 | Apr 27, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 197 | 9 | 0.0% | — | 618 | +197 | New | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 202 | 9 | 0.0% | 0.0% | 616 | +104 | 106.12% | Q1 2026 | Apr 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 200 | 9 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 187 | 8 | 0.0% | 0.0% | 620 | -122 | -39.48% | Q1 2026 | Apr 21, 2026 |
| Sterling Capital Management LLC | History | No change | 178 | 8 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 155 | 7 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 148 | 6 | 0.0% | — | 624 | +148 | New | Q1 2026 | Apr 29, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 146 | 6 | 0.0% | 0.0% | 623 | -99 | -40.41% | Q1 2026 | May 06, 2026 |
| WHITTIER TRUST CO | History | Added to | 140 | 6 | 0.0% | 0.0% | 622 | +1 | 0.72% | Q1 2026 | Apr 28, 2026 |
| SHP Wealth Management | History | New | 117 | 5 | 0.0% | — | 631 | +117 | New | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 126 | 5 | 0.0% | 0.0% | 626 | -102 | -44.74% | Q1 2026 | Apr 28, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 109 | 5 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Motiv8 Investments LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 113 | 5 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Redwood Park Advisors LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IFG Advisory, LLC | History | Reduced | 100 | 4 | 0.01% | 0.79% | 633 | -395,300 | -99.97% | Q1 2026 | May 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 105 | 4 | 0.0% | — | 635 | +105 | New | Q1 2026 | Apr 27, 2026 |
| CENTRAL TRUST Co | History | No change | 105 | 4 | 0.0% | 0.0% | 632 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 104 | 4 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Key Capital Management, INC | History | New | 67 | 3 | 0.0% | — | 636 | +67 | New | Q1 2026 | May 07, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 58 | 2 | 0.0% | — | 638 | +58 | New | Q1 2026 | Apr 21, 2026 |
| Eukles Asset Management | History | No change | 61 | 2 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 28 | 1 | 0.0% | 0.0% | 639 | -46 | -62.16% | Q1 2026 | May 12, 2026 |
| Strive Financial Group ,LLC | History | New | 25 | 1 | 0.0% | — | 641 | +25 | New | Q1 2026 | May 15, 2026 |
| Front Row Advisors LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -119,695 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 10 | 0 | — | 0.1% | — | -86,339 | -99.99% | Q1 2026 | May 15, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -74,700 | -100.0% | Q1 2026 | May 15, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 1.25% | — | -32,784 | -100.0% | Q1 2026 | May 20, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -19,764 | -100.0% | Q1 2026 | May 14, 2026 |
| jvl associates llc | History | Closed out | 0 | 0 | — | 0.26% | — | -17,394 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -12,724 | -100.0% | Q1 2026 | May 01, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -11,929 | -100.0% | Q1 2026 | May 05, 2026 |
| FSC Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -9,151 | -100.0% | Q1 2026 | Apr 20, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,310 | -100.0% | Q1 2026 | May 15, 2026 |
| Summit Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -7,381 | -100.0% | Q1 2026 | Apr 23, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -6,939 | -100.0% | Q1 2026 | May 12, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,640 | -100.0% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,290 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,037 | -100.0% | Q1 2026 | Apr 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -4,428 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,421 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Weaver Consulting Group | History | Closed out | 0 | 0 | — | 0.05% | — | -4,387 | -100.0% | Q1 2026 | May 15, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -1,757 | -100.0% | Q1 2026 | May 01, 2026 |
| Pacifica Partners Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,079 | -100.0% | Q1 2026 | Apr 09, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -948 | -100.0% | Q1 2026 | Apr 30, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -352 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Millstone Evans Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q1 2026 | May 15, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -140 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Harbor Asset Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q1 2026 | May 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | May 15, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |