FIRST TRUST EXCHANGE-TRADED FUND II - GRID
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
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Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 3,245,231 | 530,855 | 0.03% | 0.03% | 1 | +296,255 | 10.05% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 2,138,732 | 349,853 | 0.09% | 0.07% | 2 | +438,930 | 25.82% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,121,584 | 347,048 | 0.03% | 0.02% | 3 | +340,826 | 19.14% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,620,527 | 265,085 | 0.04% | 0.03% | 4 | +352,694 | 27.82% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,308,056 | 213,971 | 0.04% | 0.03% | 5 | +284,168 | 27.75% | Q1 2026 | Jul 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 962,414 | 157,431 | 0.05% | 0.03% | 6 | +253,640 | 35.79% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 853,686 | 139,665 | 0.03% | 0.02% | 7 | +312,845 | 57.84% | Q1 2026 | Jul 17, 2026 |
| Cetera Investment Advisers | History | Added to | 568,057 | 92,922 | 0.1% | 0.04% | 8 | +349,964 | 160.47% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 441,118 | 72,158 | 0.01% | 0.01% | 9 | +168,929 | 62.06% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 384,487 | 62,894 | 0.02% | 0.01% | 10 | +197,822 | 105.98% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 360,420 | 58,957 | 0.08% | 0.05% | 11 | +93,983 | 35.27% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 340,004 | 55,618 | 0.14% | 0.09% | 12 | +126,433 | 59.2% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 325,130 | 53,187 | 0.06% | 0.05% | 13 | +16,752 | 5.43% | Q1 2026 | May 05, 2026 |
| FIL Ltd | History | Added to | 303,882 | 49,709 | 0.04% | 0.03% | 14 | +37,059 | 13.89% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 292,512 | 47,849 | 0.51% | — | 15 | +292,512 | New | Q1 2026 | May 12, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 280,152 | 45,827 | 3.71% | 4.49% | 16 | -76,365 | -21.42% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 276,970 | 45,324 | 0.04% | 0.04% | 17 | +15,605 | 5.97% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 246,169 | 40,275 | 0.06% | 0.04% | 18 | +46,293 | 23.16% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 228,834 | 37,432 | 0.68% | 0.67% | 19 | -17,084 | -6.95% | Q1 2026 | Apr 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 218,109 | 35,678 | 0.02% | 0.02% | 20 | +58,845 | 36.95% | Q1 2026 | May 07, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | New | 217,775 | 35,623 | 1.29% | — | 21 | +217,775 | New | Q1 2026 | May 14, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 211,491 | 34,595 | 4.93% | 5.09% | 22 | -20,529 | -8.85% | Q1 2026 | Apr 15, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 211,340 | 34,570 | 0.38% | 0.35% | 23 | +14,125 | 7.16% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 203,908 | 32,523 | 0.02% | 0.01% | 24 | +70,338 | 52.66% | Q1 2026 | May 15, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | No change | 198,000 | 32,388 | 4.1% | 4.2% | 25 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 197,827 | 32,360 | 0.36% | 0.05% | 26 | +169,236 | 591.92% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 189,273 | 30,961 | 0.09% | 0.05% | 27 | +66,023 | 53.57% | Q1 2026 | May 04, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 166,108 | 27,172 | 0.02% | 0.0% | 28 | +132,345 | 391.98% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 162,585 | 26,595 | 0.01% | 0.01% | 29 | +44,394 | 37.56% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 160,050 | 26,181 | 0.1% | 0.08% | 30 | +36,357 | 29.39% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 140,026 | 22,905 | 0.04% | 0.04% | 31 | +3,632 | 2.66% | Q1 2026 | May 14, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 132,078 | 21,605 | 1.18% | 0.96% | 32 | +23,002 | 21.09% | Q1 2026 | May 11, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 120,133 | 19,651 | 0.28% | 0.25% | 33 | +7,200 | 6.38% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 118,191 | 19,333 | 0.09% | 0.06% | 34 | +36,344 | 44.4% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 112,069 | 18,332 | 0.05% | 0.04% | 35 | +8,000 | 7.69% | Q1 2026 | Apr 22, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 111,625 | 18,259 | 1.2% | 1.11% | 36 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 111,522 | 18,242 | 0.0% | 0.0% | 37 | +11,522 | 11.52% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 100,209 | 16,392 | 0.02% | 0.01% | 38 | +39,563 | 65.24% | Q1 2026 | Apr 27, 2026 |
| Presidio Capital Management, LLC | History | Added to | 98,939 | 16,184 | 4.7% | 4.36% | 39 | +4,025 | 4.24% | Q1 2026 | Apr 08, 2026 |
| CacheTech Inc. | History | Reduced | 98,024 | 16,034 | 3.09% | 2.84% | 40 | -2,039 | -2.04% | Q1 2026 | May 11, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 95,789 | 15,669 | 1.65% | 1.58% | 41 | +1,497 | 1.59% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 97,751 | 15,403 | 0.0% | 0.0% | 42 | +68,551 | 234.76% | Q1 2026 | May 13, 2026 |
| Adams Wealth Management | History | Reduced | 92,636 | 15,153 | 3.33% | 3.11% | 43 | -2,637 | -2.77% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 81,165 | 13,276 | 0.35% | 0.28% | 44 | +10,434 | 14.75% | Q1 2026 | May 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 79,446 | 12,995 | 0.75% | 0.18% | 45 | +58,914 | 286.94% | Q1 2026 | Apr 20, 2026 |
| BFI Infinity Ltd. | History | Added to | 73,260 | 11,983 | 6.72% | 6.66% | 46 | +3,352 | 4.79% | Q1 2026 | Apr 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 72,329 | 11,831 | 0.91% | 1.08% | 47 | -21,070 | -22.56% | Q1 2026 | Apr 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 73,474 | 11,255 | 0.07% | 0.06% | 48 | +12,616 | 20.73% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 68,494 | 11,204 | 0.0% | 0.0% | 49 | +63,194 | 1192.34% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 67,714 | 11,076 | 0.06% | 0.02% | 50 | +41,110 | 154.53% | Q1 2026 | May 08, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 67,149 | 10,984 | 2.34% | 1.62% | 51 | +14,561 | 27.69% | Q1 2026 | Apr 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 64,760 | 10,593 | 0.02% | 0.0% | 52 | +60,826 | 1546.16% | Q1 2026 | May 14, 2026 |
| Black Swift Group, LLC | History | Added to | 64,712 | 10,585 | 1.85% | 1.56% | 53 | +3,373 | 5.5% | Q1 2026 | Apr 24, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 63,949 | 10,460 | 0.12% | 0.05% | 54 | +39,396 | 160.45% | Q1 2026 | May 08, 2026 |
| Fiduciary Alliance LLC | History | Added to | 57,171 | 10,289 | 0.62% | 0.55% | 55 | +2,079 | 3.77% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 61,937 | 10,131 | 0.0% | 0.0% | 56 | +11,013 | 21.63% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 60,466 | 10,086 | 0.17% | 0.17% | 57 | -131 | -0.22% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 60,597 | 9,912 | 0.02% | 0.01% | 58 | +26,641 | 78.46% | Q1 2026 | May 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 58,206 | 9,521 | 0.03% | 0.03% | 59 | +6,118 | 11.75% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 56,455 | 9,234 | 0.06% | 0.05% | 60 | +6,365 | 12.71% | Q1 2026 | May 05, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 54,841 | 8,949 | 0.63% | 0.59% | 61 | +3,940 | 7.74% | Q1 2026 | Apr 24, 2026 |
| PRUDENTIAL PLC | History | Reduced | 54,300 | 8,882 | 0.05% | 0.12% | 62 | -48,500 | -47.18% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 53,921 | 8,820 | 0.25% | 0.16% | 63 | +17,309 | 47.28% | Q1 2026 | May 12, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Added to | 52,652 | 8,612 | 5.75% | 3.85% | 64 | +1,761 | 3.46% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 52,450 | 8,580 | 0.07% | 0.05% | 65 | +10,121 | 23.91% | Q1 2026 | Apr 07, 2026 |
| PECAUT & CO. | History | Added to | 49,962 | 8,172 | 2.65% | 2.43% | 66 | +731 | 1.48% | Q1 2026 | May 11, 2026 |
| PFG Investments, LLC | History | Added to | 48,442 | 7,924 | 0.37% | 0.35% | 67 | +108 | 0.22% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 48,395 | 7,916 | 0.15% | 0.14% | 68 | +333 | 0.69% | Q1 2026 | Apr 14, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 48,360 | 7,910 | 1.71% | 1.58% | 69 | -852 | -1.73% | Q1 2026 | Apr 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 47,616 | 7,789 | 0.12% | 0.13% | 70 | +9,286 | 24.23% | Q1 2026 | May 15, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 47,417 | 7,756 | 2.45% | 0.58% | 71 | +36,416 | 331.02% | Q1 2026 | Apr 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 47,263 | 7,731 | 0.03% | 0.02% | 72 | +16,245 | 52.37% | Q1 2026 | Jun 02, 2026 |
| Crumly & Associates Inc. | History | Reduced | 46,975 | 7,684 | 1.61% | 1.58% | 73 | -2,164 | -4.4% | Q1 2026 | Apr 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 46,439 | 7,596 | 0.12% | 0.1% | 74 | +15,798 | 51.56% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 45,579 | 7,455 | 0.01% | 0.01% | 75 | +2,709 | 6.32% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 45,000 | 7,361 | 0.1% | 0.08% | 76 | +6,975 | 18.34% | Q1 2026 | May 12, 2026 |
| Ameliora Wealth Management Ltd. | History | Reduced | 44,520 | 7,282 | 2.32% | 2.1% | 77 | -468 | -1.04% | Q1 2026 | Apr 23, 2026 |
| Bogart Wealth, LLC | History | Added to | 43,384 | 7,096 | 0.27% | 0.25% | 78 | +2,077 | 5.03% | Q1 2026 | Apr 28, 2026 |
| Bank of New York Mellon Corp | History | New | 43,019 | 7,037 | 0.0% | — | 79 | +43,019 | New | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 41,400 | 6,772 | 0.08% | 0.08% | 80 | +3,486 | 9.19% | Q1 2026 | Apr 23, 2026 |
| Maniro Ltd | History | New | 40,603 | 6,641 | 2.01% | — | 81 | +40,603 | New | Q1 2026 | May 15, 2026 |
| HMS Capital Management, LLC | History | New | 40,471 | 6,620 | 2.56% | — | 82 | +40,471 | New | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 39,462 | 6,455 | 0.07% | 0.06% | 83 | +5,514 | 16.24% | Q1 2026 | Apr 20, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 38,968 | 6,374 | 1.22% | 1.15% | 84 | -1,240 | -3.08% | Q1 2026 | Apr 23, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 38,270 | 6,260 | 1.44% | 1.26% | 85 | +2,113 | 5.84% | Q1 2026 | Apr 17, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 37,976 | 6,212 | 1.23% | 1.14% | 86 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 37,769 | 6,178 | 0.03% | 0.03% | 87 | +5,125 | 15.7% | Q1 2026 | May 15, 2026 |
| Ferguson Shapiro LLC | History | Added to | 37,076 | 6,064 | 1.85% | 1.6% | 88 | +3,108 | 9.15% | Q1 2026 | Apr 23, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 36,256 | 5,930 | 1.5% | 1.47% | 89 | +2,241 | 6.59% | Q1 2026 | Apr 28, 2026 |
| KPP Advisory Services LLC | History | Added to | 34,808 | 5,693 | 0.83% | 0.47% | 90 | +13,833 | 65.95% | Q1 2026 | Apr 24, 2026 |
| Waycross Investment Management Co | History | Added to | 34,633 | 5,665 | 5.41% | 2.12% | 91 | +18,874 | 119.77% | Q1 2026 | Apr 13, 2026 |
| Rathbones Group PLC | History | Added to | 34,603 | 5,660 | 0.02% | 0.02% | 92 | +219 | 0.64% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 34,579 | 5,656 | 0.01% | 0.01% | 93 | +7,445 | 27.44% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Added to | 34,266 | 5,605 | 0.04% | 0.02% | 94 | +16,801 | 96.2% | Q1 2026 | May 15, 2026 |
| Elequin Capital, LP | History | New | 216,061 | 5,315 | 0.45% | — | 95 | +216,061 | New | Q1 2026 | May 11, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 32,137 | 5,256 | 1.11% | 1.04% | 96 | +13 | 0.04% | Q1 2026 | May 05, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 31,394 | 5,135 | 0.54% | 0.14% | 97 | +23,126 | 279.7% | Q1 2026 | May 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 31,310 | 5,121 | 0.24% | 0.19% | 98 | +5,510 | 21.36% | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Added to | 31,069 | 5,082 | 0.01% | 0.0% | 99 | +19,717 | 173.69% | Q1 2026 | May 13, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 30,881 | 5,051 | 3.72% | 3.5% | 100 | +763 | 2.53% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 29,743 | 4,865 | 0.03% | 0.02% | 101 | +340 | 1.16% | Q1 2026 | May 05, 2026 |
| WPG Advisers, LLC | History | Added to | 29,648 | 4,849 | 3.57% | 0.66% | 102 | +23,834 | 409.94% | Q1 2026 | Apr 29, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Reduced | 29,328 | 4,797 | 3.44% | 3.72% | 103 | -5,457 | -15.69% | Q1 2026 | May 05, 2026 |
| ABLE Financial Group, LLC | History | New | 29,325 | 4,796 | 0.94% | — | 104 | +29,325 | New | Q1 2026 | Apr 20, 2026 |
| Graney & King, LLC | History | Added to | 28,576 | 4,674 | 2.52% | 0.07% | 105 | +27,806 | 3611.17% | Q1 2026 | May 18, 2026 |
| Eagle Strategies LLC | History | Added to | 28,517 | 4,664 | 0.56% | 0.52% | 106 | +2,143 | 8.13% | Q1 2026 | Apr 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 28,326 | 4,633 | 0.1% | 0.06% | 107 | +9,745 | 52.45% | Q1 2026 | May 15, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Added to | 27,213 | 4,451 | 2.86% | 1.64% | 108 | +10,200 | 59.95% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Reduced | 27,016 | 4,414 | 0.02% | 0.02% | 109 | -68 | -0.25% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 26,502 | 4,335 | 0.32% | 0.07% | 110 | +20,316 | 328.42% | Q1 2026 | May 04, 2026 |
| Dunhill Financial, LLC | History | Added to | 35,637 | 4,316 | 1.02% | 0.89% | 111 | +12,045 | 51.06% | Q1 2026 | May 06, 2026 |
| Owen LaRue, LLC | History | Reduced | 26,079 | 4,266 | 1.64% | 1.99% | 112 | -8,089 | -23.67% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 26,063 | 4,263 | 0.05% | 0.03% | 113 | +6,047 | 30.21% | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 25,473 | 4,249 | 0.3% | 0.24% | 114 | +2,242 | 9.65% | Q1 2026 | May 01, 2026 |
| TCFG Investment Advisors, LLC | History | New | 25,351 | 4,146 | 1.55% | — | 116 | +25,351 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 25,351 | 4,146 | 1.55% | 1.76% | 115 | -4,106 | -13.94% | Q1 2026 | Apr 23, 2026 |
| Arax Advisory Partners | History | Added to | 25,086 | 4,103 | 0.12% | 0.07% | 117 | +8,604 | 52.2% | Q1 2026 | May 13, 2026 |
| Concorde Asset Management, LLC | History | Added to | 24,835 | 4,062 | 1.99% | 0.16% | 118 | +22,267 | 867.1% | Q1 2026 | Jun 01, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 23,933 | 3,915 | 0.11% | 0.1% | 119 | +1,149 | 5.04% | Q1 2026 | Apr 21, 2026 |
| Hedeker Wealth, LLC | History | Added to | 23,692 | 3,875 | 0.82% | 0.69% | 120 | +2,201 | 10.24% | Q1 2026 | May 11, 2026 |
| Arch Global Advisors, LLC | History | New | 23,558 | 3,853 | 2.01% | — | 121 | +23,558 | New | Q1 2026 | Apr 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 23,154 | 3,787 | 0.08% | 0.05% | 122 | +8,365 | 56.56% | Q1 2026 | May 14, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 22,941 | 3,752 | 2.05% | 1.98% | 123 | -3,723 | -13.96% | Q1 2026 | May 11, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 22,906 | 3,746 | 0.41% | 0.42% | 124 | -1,308 | -5.4% | Q1 2026 | Apr 15, 2026 |
| BIP Wealth, LLC | History | Added to | 22,884 | 3,743 | 0.15% | 0.12% | 125 | +1,556 | 7.3% | Q1 2026 | Apr 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 22,874 | 3,741 | 0.05% | 0.02% | 126 | +11,880 | 108.06% | Q1 2026 | Apr 20, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 22,850 | 3,737 | 0.04% | 0.04% | 127 | -2,306 | -9.17% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 22,775 | 3,725 | 0.08% | 0.07% | 128 | +2,835 | 14.22% | Q1 2026 | May 01, 2026 |
| Norris Financial Group, LLC | History | Added to | 22,763 | 3,723 | 1.22% | 1.15% | 129 | +652 | 2.95% | Q1 2026 | May 20, 2026 |
| Sigma Planning Corp | History | Added to | 22,758 | 3,722 | 0.1% | 0.06% | 130 | +8,912 | 64.37% | Q1 2026 | May 04, 2026 |
| Cumberland Partners Ltd | History | New | 22,591 | 3,695 | 0.28% | — | 131 | +22,591 | New | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 22,560 | 3,690 | 0.14% | 0.11% | 132 | +15,825 | 234.97% | Q1 2026 | May 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 21,865 | 3,576 | 0.03% | 0.03% | 133 | +341 | 1.58% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 21,725 | 3,553 | 0.0% | 0.0% | 134 | +12,180 | 127.61% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 21,383 | 3,497 | 0.05% | 0.04% | 135 | +5,396 | 33.75% | Q1 2026 | May 13, 2026 |
| Deane Retirement Strategies, Inc. | History | New | 21,203 | 3,463 | 1.39% | — | 136 | +21,203 | New | Q1 2026 | Apr 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 20,822 | 3,406 | 0.12% | 0.06% | 137 | +1,736 | 9.1% | Q1 2026 | Apr 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 20,693 | 3,384 | 0.06% | 0.05% | 138 | +5,271 | 34.18% | Q1 2026 | May 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 20,649 | 3,377 | 0.41% | 0.18% | 139 | +10,664 | 106.8% | Q1 2026 | May 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 20,132 | 3,293 | 0.12% | 0.12% | 140 | -1,059 | -5.0% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 20,040 | 3,278 | 0.02% | 0.01% | 141 | +8,992 | 81.39% | Q1 2026 | Apr 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 19,577 | 3,202 | 0.25% | 0.16% | 142 | +6,658 | 51.54% | Q1 2026 | Apr 22, 2026 |
| Sage Advisory Services, Ltd.Co. | History | New | 19,134 | 3,130 | 1.71% | — | 143 | +19,134 | New | Q1 2026 | May 07, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 18,122 | 2,964 | 0.15% | 0.12% | 144 | +2,474 | 15.81% | Q1 2026 | Apr 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 18,072 | 2,957 | 0.05% | 0.04% | 145 | +3,952 | 27.99% | Q1 2026 | Apr 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 17,919 | 2,931 | 0.12% | — | 146 | +17,919 | New | Q1 2026 | May 14, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 17,775 | 2,907 | 0.35% | 0.31% | 147 | +1,968 | 12.45% | Q1 2026 | Apr 24, 2026 |
| Journey Beyond Wealth, LLC | History | Added to | 17,099 | 2,797 | 2.4% | 1.22% | 148 | +7,092 | 70.87% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Added to | 16,912 | 2,766 | 0.01% | 0.01% | 149 | +4,629 | 37.69% | Q1 2026 | May 13, 2026 |
| SageGuard Financial Group, LLC | History | New | 16,691 | 2,730 | 0.42% | — | 151 | +16,691 | New | Q1 2026 | Apr 23, 2026 |
| StoneX Group Inc. | History | Added to | 16,693 | 2,730 | 0.15% | 0.05% | 150 | +8,799 | 111.46% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 15,969 | 2,612 | 0.04% | 0.04% | 152 | +4,717 | 41.92% | Q1 2026 | Apr 21, 2026 |
| VestGen Advisors, LLC | History | Reduced | 13,251 | 2,585 | 0.07% | 0.09% | 153 | -1,145 | -7.95% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 15,556 | 2,544 | 0.05% | 0.03% | 154 | +4,622 | 42.27% | Q1 2026 | Apr 17, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 15,045 | 2,461 | 0.34% | 0.33% | 155 | -261 | -1.71% | Q1 2026 | Apr 14, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 14,287 | 2,402 | 0.67% | 0.53% | 156 | +2,694 | 23.24% | Q1 2026 | Apr 08, 2026 |
| Sage Capital Management, LLC | History | Reduced | 14,662 | 2,400 | 1.13% | 1.04% | 157 | -89 | -0.6% | Q1 2026 | Apr 15, 2026 |
| VVR Holdings LLC | History | New | 14,636 | 2,394 | 1.24% | — | 158 | +14,636 | New | Q1 2026 | Apr 16, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 14,529 | 2,376 | 0.15% | 0.12% | 159 | +2,516 | 20.94% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 14,517 | 2,374 | 0.26% | 0.08% | 160 | +9,803 | 207.96% | Q1 2026 | Apr 28, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 14,443 | 2,362 | 0.04% | 0.01% | 161 | +10,799 | 296.35% | Q1 2026 | Apr 22, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 14,277 | 2,335 | 1.22% | 0.99% | 162 | +1,339 | 10.35% | Q1 2026 | Apr 30, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 14,180 | 2,319 | 1.89% | 1.76% | 163 | -285 | -1.97% | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | Added to | 13,694 | 2,240 | 0.1% | 0.09% | 164 | +1,037 | 8.19% | Q1 2026 | Apr 30, 2026 |
| Triumph Capital Management | History | Reduced | 13,693 | 2,239 | 0.46% | 0.45% | 165 | -35 | -0.25% | Q1 2026 | May 13, 2026 |
| Private Wealth Advisors, LLC | History | New | 13,659 | 2,234 | 0.63% | — | 166 | +13,659 | New | Q1 2026 | May 13, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | No change | 13,578 | 2,221 | 3.5% | 2.16% | 167 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 13,378 | 2,188 | 0.92% | 0.81% | 168 | +2,225 | 19.95% | Q1 2026 | Apr 17, 2026 |
| Montis Financial, LLC | History | Reduced | 13,124 | 2,146 | 0.44% | 0.41% | 169 | -402 | -2.97% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 13,065 | 2,137 | 0.06% | 0.04% | 170 | +5,694 | 77.25% | Q1 2026 | Apr 09, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 13,014 | 2,128 | 0.0% | — | 171 | +13,014 | New | Q1 2026 | May 15, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 17,379 | 2,121 | 1.37% | 1.29% | 172 | -50 | -0.29% | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | Added to | 12,961 | 2,120 | 0.07% | 0.01% | 173 | +11,422 | 742.17% | Q1 2026 | Apr 22, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 12,874 | 2,105 | 0.26% | 0.25% | 174 | -364 | -2.75% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Added to | 12,748 | 2,085 | 0.0% | 0.0% | 175 | +4,305 | 50.99% | Q1 2026 | May 14, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 12,718 | 2,080 | 2.51% | 2.23% | 176 | -10 | -0.08% | Q1 2026 | Apr 22, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 12,640 | 2,067 | 1.76% | 1.41% | 177 | +823 | 6.96% | Q1 2026 | Apr 24, 2026 |
| Summit Financial, LLC | History | Added to | 11,844 | 1,937 | 0.02% | 0.02% | 178 | +3,093 | 35.34% | Q1 2026 | May 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 11,822 | 1,933 | 0.06% | 0.04% | 179 | +3,353 | 39.59% | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | Reduced | 11,723 | 1,917 | 0.07% | 0.07% | 180 | -1,280 | -9.84% | Q1 2026 | May 14, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 11,597 | 1,897 | 0.51% | 0.08% | 181 | +9,818 | 551.88% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 11,336 | 1,854 | 0.04% | 0.02% | 182 | +5,110 | 82.08% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 11,177 | 1,828 | 0.02% | 0.01% | 183 | +7,456 | 200.38% | Q1 2026 | May 13, 2026 |
| Dakota Wealth Management | History | New | 11,098 | 1,815 | 0.04% | — | 184 | +11,098 | New | Q1 2026 | May 07, 2026 |
| Quantum Private Wealth, LLC | History | Added to | 11,020 | 1,802 | 0.56% | 0.31% | 185 | +4,155 | 60.52% | Q1 2026 | Apr 27, 2026 |
| Visionary Wealth Advisors | History | Added to | 10,951 | 1,791 | 0.08% | 0.05% | 186 | +3,286 | 42.87% | Q1 2026 | May 13, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 10,786 | 1,764 | 0.93% | — | 187 | +10,786 | New | Q1 2026 | Apr 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 10,771 | 1,761 | 0.04% | 0.02% | 188 | +4,073 | 60.81% | Q1 2026 | Apr 15, 2026 |
| Moran Wealth Management, LLC | History | Added to | 10,679 | 1,746 | 0.05% | 0.04% | 189 | +2,834 | 36.12% | Q1 2026 | Apr 27, 2026 |
| Biltmore Family Office, LLC | History | Added to | 10,653 | 1,742 | 0.24% | 0.2% | 190 | +975 | 10.07% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 10,315 | 1,687 | 0.03% | 0.0% | 191 | +8,863 | 610.4% | Q1 2026 | May 18, 2026 |
| Cambridge Advisors Inc. | History | Added to | 10,299 | 1,684 | 0.33% | 0.27% | 192 | +995 | 10.69% | Q1 2026 | Apr 16, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 10,076 | 1,648 | 0.22% | 0.15% | 193 | +3,034 | 43.08% | Q1 2026 | Apr 28, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 9,991 | 1,634 | 0.17% | 0.12% | 194 | +1,395 | 16.23% | Q1 2026 | May 06, 2026 |
| ARS Investment Partners, LLC | History | Added to | 9,911 | 1,621 | 0.08% | 0.09% | 195 | +178 | 1.83% | Q1 2026 | Apr 16, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 9,877 | 1,615 | 1.11% | 1.14% | 196 | -171 | -1.7% | Q1 2026 | Apr 15, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 9,686 | 1,584 | 0.76% | 0.68% | 197 | +868 | 9.84% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 9,659 | 1,580 | 0.0% | 0.0% | 198 | +796 | 8.98% | Q1 2026 | May 14, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | New | 9,624 | 1,574 | 0.16% | — | 199 | +9,624 | New | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 9,598 | 1,570 | 0.58% | 0.5% | 200 | +489 | 5.37% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 9,326 | 1,525 | 0.0% | — | 201 | +9,326 | New | Q1 2026 | May 01, 2026 |
| Alpha Financial Partners LLC | History | New | 9,308 | 1,522 | 0.9% | — | 202 | +9,308 | New | Q1 2026 | May 13, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 9,208 | 1,506 | 0.07% | 0.02% | 203 | +6,990 | 315.15% | Q1 2026 | Apr 09, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 9,203 | 1,505 | 0.0% | 0.0% | 204 | +6,391 | 227.28% | Q1 2026 | May 14, 2026 |
| Alexis Investment Partners, LLC | History | New | 9,468 | 1,491 | 1.03% | — | 205 | +9,468 | New | Q1 2026 | Apr 24, 2026 |
| Moors & Cabot, Inc. | History | Added to | 8,939 | 1,462 | 0.06% | 0.03% | 206 | +4,013 | 81.47% | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 8,931 | 1,460 | 0.03% | 0.03% | 207 | +1,548 | 20.97% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 8,922 | 1,459 | 0.03% | 0.02% | 208 | +656 | 7.94% | Q1 2026 | Jun 02, 2026 |
| VectorGlobal IAG, Inc. | History | New | 8,906 | 1,456 | 0.38% | — | 209 | +8,906 | New | Q1 2026 | Jun 30, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 8,740 | 1,449 | 0.78% | 0.9% | 210 | -995 | -10.22% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 9,469 | 1,448 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 8,812 | 1,441 | 0.02% | 0.01% | 212 | +4,963 | 128.94% | Q1 2026 | May 11, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 8,802 | 1,439 | 0.53% | 0.36% | 213 | +2,283 | 35.02% | Q1 2026 | May 13, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 8,699 | 1,422 | 0.35% | 0.53% | 214 | +4,890 | 128.38% | Q1 2026 | May 12, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 8,608 | 1,408 | 0.1% | 0.11% | 215 | -307 | -3.44% | Q1 2026 | Apr 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 8,590 | 1,405 | 0.01% | 0.02% | 216 | -2,215 | -20.5% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 8,581 | 1,403 | 0.03% | — | 217 | +8,581 | New | Q1 2026 | Apr 27, 2026 |
| Benson Wealth Management INC | History | New | 8,560 | 1,400 | 1.92% | — | 218 | +8,560 | New | Q1 2026 | May 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 6,972 | 1,331 | 0.1% | 0.09% | 219 | +90 | 1.31% | Q1 2026 | May 01, 2026 |
| FDx Advisors, Inc. | History | New | 7,993 | 1,308 | 0.42% | — | 220 | +7,993 | New | Q1 2026 | May 01, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 7,877 | 1,288 | 0.24% | 0.24% | 221 | +3,866 | 96.38% | Q1 2026 | Apr 29, 2026 |
| Sequent Planning LLC | History | Added to | 7,872 | 1,287 | 0.31% | 0.29% | 222 | +366 | 4.88% | Q1 2026 | Apr 21, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 7,837 | 1,281 | 0.41% | 0.49% | 223 | -891 | -10.21% | Q1 2026 | Apr 24, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 7,704 | 1,260 | 0.68% | 0.55% | 224 | +1,194 | 18.34% | Q1 2026 | Apr 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 7,557 | 1,236 | 0.61% | 0.49% | 225 | +817 | 12.12% | Q1 2026 | May 07, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 7,428 | 1,214 | 0.03% | 0.03% | 226 | -48 | -0.64% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 7,380 | 1,207 | 0.0% | 0.0% | 227 | +325 | 4.61% | Q1 2026 | May 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 7,359 | 1,203 | 0.09% | 0.08% | 228 | +651 | 9.7% | Q1 2026 | Apr 30, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 7,349 | 1,202 | 0.43% | 0.39% | 229 | +547 | 8.04% | Q1 2026 | May 14, 2026 |
| Skyview Financial Group LLC | History | No change | 7,778 | 1,190 | 1.23% | 1.23% | 230 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Arrowroot Family Office, LLC | History | New | 7,244 | 1,184 | 0.39% | — | 231 | +7,244 | New | Q1 2026 | May 15, 2026 |
| TradeWell Securities, LLC. | History | New | 7,283 | 1,169 | 0.49% | — | 232 | +7,283 | New | Q1 2026 | Apr 13, 2026 |
| Cottage Street Advisors LLC | History | Added to | 7,134 | 1,166 | 0.5% | 0.45% | 233 | +185 | 2.66% | Q1 2026 | Apr 20, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 7,118 | 1,164 | 0.08% | 0.06% | 234 | +1,560 | 28.07% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 7,068 | 1,156 | 0.05% | 0.06% | 235 | -1,323 | -15.77% | Q1 2026 | Apr 28, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 7,062 | 1,155 | 0.12% | 0.11% | 236 | -46 | -0.65% | Q1 2026 | Apr 15, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 7,049 | 1,153 | 0.13% | 0.19% | 237 | -418 | -5.6% | Q1 2026 | May 07, 2026 |
| United Advisor Group, LLC | History | Added to | 6,986 | 1,142 | 0.14% | 0.12% | 238 | +697 | 11.08% | Q1 2026 | Apr 17, 2026 |
| Signature Equity Partners, LLC | History | Added to | 6,800 | 1,112 | 0.6% | 0.34% | 239 | +2,742 | 67.57% | Q1 2026 | May 13, 2026 |
| Uniting Wealth Partners, LLC | History | New | 6,688 | 1,094 | 0.23% | — | 240 | +6,688 | New | Q1 2026 | Apr 22, 2026 |
| Cornerstone Planning Group LLC | History | New | 5,651 | 1,093 | 0.15% | — | 241 | +5,651 | New | Q1 2026 | May 06, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 6,579 | 1,076 | 0.06% | 0.04% | 242 | +2,441 | 58.99% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 6,501 | 1,063 | 0.04% | 0.02% | 243 | +2,059 | 46.35% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 6,334 | 1,036 | 0.02% | 0.02% | 244 | +2,243 | 54.83% | Q1 2026 | May 15, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 6,322 | 1,034 | 0.04% | 0.02% | 245 | +3,911 | 162.21% | Q1 2026 | May 12, 2026 |
| First Growth Capital LLC | History | Reduced | 6,164 | 1,028 | 0.93% | 1.01% | 246 | -259 | -4.03% | Q1 2026 | May 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 6,250 | 1,022 | 0.03% | 0.01% | 247 | +4,642 | 288.68% | Q1 2026 | Apr 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,103 | 1,018 | 0.01% | 0.01% | 248 | -676 | -9.97% | Q1 2026 | Apr 07, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 6,169 | 1,009 | 0.18% | 0.4% | 249 | -19,717 | -76.17% | Q1 2026 | Apr 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 6,102 | 998 | 0.05% | 0.04% | 250 | +1,063 | 21.1% | Q1 2026 | Apr 15, 2026 |
| Sound Financial Strategies Group, LLC | History | Reduced | 6,057 | 990 | 0.68% | 0.96% | 251 | -2,839 | -31.91% | Q1 2026 | May 08, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 6,008 | 982 | 0.0% | 0.0% | 252 | -46 | -0.76% | Q1 2026 | May 15, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 5,930 | 970 | 0.35% | 0.23% | 253 | +1,474 | 33.08% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 5,871 | 960 | 0.0% | 0.0% | 254 | +2,330 | 65.8% | Q1 2026 | May 15, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Added to | 5,855 | 957 | 0.48% | 0.27% | 255 | +2,005 | 52.08% | Q1 2026 | Apr 16, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 5,830 | 953 | 0.03% | 0.09% | 256 | -12,889 | -68.86% | Q1 2026 | May 14, 2026 |
| PKS Advisory Services, LLC | History | Added to | 5,776 | 947 | 0.22% | 0.19% | 257 | +381 | 7.06% | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 6,087 | 933 | 0.05% | 0.03% | 258 | +1,946 | 46.99% | Q1 2026 | May 12, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 5,707 | 933 | 0.33% | 0.24% | 259 | +1,379 | 31.86% | Q1 2026 | Apr 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,644 | 923 | 0.01% | — | 261 | +5,644 | New | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | Added to | 5,648 | 923 | 0.07% | 0.04% | 260 | +1,943 | 52.44% | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,595 | 915 | 0.04% | 0.04% | 262 | +576 | 11.48% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,480 | 909 | 0.0% | 0.0% | 263 | -570 | -9.42% | Q1 2026 | Apr 08, 2026 |
| Keystone Financial Group | History | Added to | 5,504 | 900 | 0.06% | 0.06% | 264 | +36 | 0.66% | Q1 2026 | May 13, 2026 |
| Concentrum Wealth Management | History | Added to | 5,438 | 889 | 0.26% | 0.18% | 265 | +1,156 | 27.0% | Q1 2026 | May 04, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 5,409 | 884 | 0.41% | 0.4% | 266 | -214 | -3.81% | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 5,369 | 878 | 0.01% | 0.0% | 267 | +3,087 | 135.28% | Q1 2026 | May 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 5,334 | 872 | 0.01% | 0.01% | 268 | +218 | 4.26% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | Reduced | 5,211 | 852 | 0.03% | 0.04% | 269 | -204 | -3.77% | Q1 2026 | Jun 18, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 5,209 | 852 | 0.12% | 0.12% | 270 | -197 | -3.64% | Q1 2026 | Apr 21, 2026 |
| SGL Investment Advisors, Inc. | History | Reduced | 4,236 | 846 | 0.32% | 0.29% | 271 | -91 | -2.1% | Q1 2026 | May 12, 2026 |
| Intellectus Partners, LLC | History | Added to | 4,987 | 815 | 0.17% | 0.14% | 272 | +101 | 2.07% | Q1 2026 | Apr 10, 2026 |
| Fire Capital Management LLC | History | New | 4,957 | 810 | 0.38% | — | 273 | +4,957 | New | Q1 2026 | May 08, 2026 |
| EQUITABLE TRUST CO | History | No change | 4,939 | 807 | 0.04% | 0.03% | 274 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,919 | 804 | 0.01% | 0.01% | 275 | +425 | 9.46% | Q1 2026 | May 15, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 4,916 | 804 | 0.41% | 0.37% | 276 | +251 | 5.38% | Q1 2026 | May 07, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 4,896 | 800 | 0.19% | 0.16% | 277 | +322 | 7.04% | Q1 2026 | Apr 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 4,885 | 799 | 0.11% | 0.12% | 278 | -241 | -4.7% | Q1 2026 | May 13, 2026 |
| REAP Financial Group, LLC | History | Reduced | 4,875 | 797 | 0.16% | 0.17% | 279 | -497 | -9.25% | Q1 2026 | May 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 4,829 | 789 | 0.03% | 0.02% | 280 | +778 | 19.21% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,749 | 776 | 0.0% | — | 282 | +4,749 | New | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 4,749 | 776 | 0.09% | 0.06% | 281 | +1,014 | 27.15% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 4,728 | 773 | 0.02% | 0.01% | 283 | +3,151 | 199.81% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Reduced | 4,663 | 762 | 0.0% | 0.0% | 284 | -31 | -0.66% | Q1 2026 | May 15, 2026 |
| Belvedere Trading LLC | History | Reduced | 4,602 | 752 | 0.0% | 0.0% | 285 | -2,721 | -37.16% | Q1 2026 | May 12, 2026 |
| Addison Advisors LLC | History | New | 4,582 | 749 | 0.17% | — | 286 | +4,582 | New | Q1 2026 | May 08, 2026 |
| Solutions 4 Wealth, Ltd | History | New | 4,556 | 745 | 1.12% | — | 287 | +4,556 | New | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 4,540 | 742 | 0.0% | — | 288 | +4,540 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 4,515 | 738 | 0.0% | 0.0% | 289 | +1,585 | 54.1% | Q1 2026 | May 12, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 4,496 | 735 | 0.29% | 0.24% | 290 | +625 | 16.15% | Q1 2026 | Apr 21, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 4,476 | 732 | 0.35% | 0.24% | 291 | +109 | 2.5% | Q1 2026 | Apr 27, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 4,315 | 705 | 0.04% | 0.04% | 292 | +723 | 20.13% | Q1 2026 | Apr 27, 2026 |
| Intrua Financial, LLC | History | Reduced | 4,293 | 702 | 0.07% | 0.08% | 293 | -542 | -11.21% | Q1 2026 | Apr 23, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 4,259 | 696 | 0.0% | — | 294 | +4,259 | New | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,238 | 693 | 0.02% | 0.02% | 295 | -220 | -4.93% | Q1 2026 | Apr 07, 2026 |
| Mason & Associates Inc | History | Reduced | 4,359 | 686 | 0.13% | 0.13% | 296 | -69 | -1.56% | Q1 2026 | Apr 30, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 4,182 | 684 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,146 | 678 | 0.05% | 0.04% | 298 | +265 | 6.83% | Q1 2026 | May 05, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 4,098 | 670 | 0.09% | 0.08% | 299 | -2 | -0.05% | Q1 2026 | Apr 20, 2026 |
| STEPHENS INC /AR/ | History | Added to | 4,083 | 667 | 0.01% | 0.01% | 300 | +1,084 | 36.15% | Q1 2026 | Apr 28, 2026 |
| Simplicity Wealth,LLC | History | New | 4,075 | 666 | 0.04% | — | 301 | +4,075 | New | Q1 2026 | Apr 30, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 4,056 | 663 | 0.09% | 0.09% | 302 | -65 | -1.58% | Q1 2026 | May 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 4,034 | 659 | 0.14% | — | 303 | +4,034 | New | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 4,021 | 657 | 0.02% | 0.02% | 304 | -244 | -5.72% | Q1 2026 | Apr 20, 2026 |
| McKinney Capital Management, LLC | History | New | 3,971 | 649 | 0.56% | — | 305 | +3,971 | New | Q1 2026 | May 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 3,840 | 628 | 0.02% | 0.02% | 306 | -536 | -12.25% | Q1 2026 | Apr 15, 2026 |
| Capital Square, LLC | History | Added to | 3,348 | 626 | 0.29% | 0.1% | 307 | +2,019 | 151.92% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,767 | 616 | 0.0% | — | 309 | +3,767 | New | Q1 2026 | May 15, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 3,235 | 616 | 0.13% | 0.1% | 308 | +510 | 18.72% | Q1 2026 | May 01, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 3,709 | 606 | 0.0% | 0.0% | 310 | -647 | -14.85% | Q1 2026 | Apr 15, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 3,689 | 603 | 0.22% | 0.29% | 311 | -87 | -2.3% | Q1 2026 | May 12, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 3,675 | 601 | 0.0% | 0.0% | 312 | +396 | 12.08% | Q1 2026 | May 13, 2026 |
| Ignite Planners, LLC | History | Added to | 3,644 | 596 | 0.09% | 0.09% | 313 | +111 | 3.14% | Q1 2026 | Apr 17, 2026 |
| Financial Partners Group, Inc | History | Added to | 3,632 | 594 | 0.07% | 0.07% | 314 | +53 | 1.48% | Q1 2026 | Apr 10, 2026 |
| Rothschild Wealth LLC | History | Added to | 3,608 | 590 | 0.05% | 0.05% | 315 | +22 | 0.61% | Q1 2026 | May 06, 2026 |
| Vontobel Holding Ltd. | History | Added to | 3,566 | 583 | 0.0% | 0.0% | 316 | +472 | 15.26% | Q1 2026 | May 08, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 3,548 | 580 | 0.09% | 0.04% | 317 | +2,055 | 137.64% | Q1 2026 | Apr 30, 2026 |
| Richmond Investment Services, LLC | History | Added to | 3,502 | 573 | 0.09% | 0.09% | 318 | +79 | 2.31% | Q1 2026 | Apr 29, 2026 |
| MCF Advisors LLC | History | Added to | 3,453 | 564 | 0.02% | 0.0% | 319 | +3,433 | 17165.0% | Q1 2026 | May 11, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 3,444 | 563 | 0.03% | 0.03% | 320 | +625 | 22.17% | Q1 2026 | Apr 29, 2026 |
| Nilsine Partners, LLC | History | Reduced | 2,971 | 557 | 0.04% | 0.05% | 321 | -697 | -19.0% | Q1 2026 | Apr 29, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 3,410 | 557 | 0.06% | 0.07% | 322 | +18 | 0.53% | Q1 2026 | Apr 23, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 3,180 | 555 | 0.08% | 0.04% | 323 | +1,290 | 68.25% | Q1 2026 | Apr 13, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 2,875 | 555 | 0.06% | 0.09% | 324 | -721 | -20.05% | Q1 2026 | Jun 01, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 3,384 | 553 | 0.11% | 0.07% | 325 | +1,215 | 56.02% | Q1 2026 | May 11, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 3,381 | 553 | 0.03% | 0.02% | 326 | +599 | 21.53% | Q1 2026 | May 15, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 3,292 | 538 | 0.23% | 0.23% | 327 | -816 | -19.86% | Q1 2026 | May 15, 2026 |
| APS Management Group, Inc. | History | Reduced | 3,260 | 533 | 0.46% | 0.46% | 328 | -236 | -6.75% | Q1 2026 | Apr 15, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 3,256 | 532 | 0.02% | 0.01% | 329 | +1,007 | 44.78% | Q1 2026 | May 15, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 3,250 | 531 | 0.04% | 0.03% | 330 | +580 | 21.72% | Q1 2026 | May 13, 2026 |
| Banque Transatlantique SA | History | New | 3,243 | 530 | 0.01% | — | 331 | +3,243 | New | Q1 2026 | May 13, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 3,231 | 528 | 0.56% | 0.59% | 332 | +1,202 | 59.24% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 3,217 | 526 | 0.02% | 0.01% | 333 | +1,286 | 66.6% | Q1 2026 | Apr 14, 2026 |
| Global View Capital Management LLC | History | Added to | 3,185 | 521 | 0.14% | 0.07% | 334 | +878 | 38.06% | Q1 2026 | May 04, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 3,177 | 519 | 0.08% | 0.08% | 335 | +1 | 0.03% | Q1 2026 | Apr 22, 2026 |
| Apollon Financial, LLC | History | New | 3,088 | 505 | 0.07% | — | 336 | +3,088 | New | Q1 2026 | Apr 22, 2026 |
| CI INVESTMENTS INC. | History | Added to | 3,077 | 503 | 0.0% | 0.0% | 337 | +100 | 3.36% | Q1 2026 | May 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 3,057 | 500 | 0.16% | 0.1% | 338 | +986 | 47.61% | Q1 2026 | May 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,056 | 499 | 0.11% | 0.13% | 339 | -353 | -10.35% | Q1 2026 | May 15, 2026 |
| BOS Asset Management, LLC | History | New | 2,975 | 486 | 0.12% | — | 340 | +2,975 | New | Q1 2026 | Apr 08, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 3,161 | 483 | 0.15% | 0.15% | 341 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 2,875 | 470 | 0.31% | 0.29% | 342 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 2,845 | 465 | 0.01% | 0.01% | 343 | +1,395 | 96.21% | Q1 2026 | Apr 29, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 2,759 | 451 | 0.04% | 0.03% | 344 | +33 | 1.21% | Q1 2026 | May 15, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 2,403 | 450 | 0.1% | 0.06% | 345 | +817 | 51.51% | Q1 2026 | Apr 28, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 2,606 | 426 | 0.09% | 0.52% | 347 | -12,907 | -83.2% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,609 | 426 | 0.03% | 0.04% | 346 | -461 | -15.02% | Q1 2026 | Apr 14, 2026 |
| Kapstone Financial Advisors LLC | History | New | 2,511 | 410 | 0.2% | — | 348 | +2,511 | New | Q1 2026 | Apr 22, 2026 |
| Share Andrew L. | History | No change | 2,490 | 407 | 0.19% | 0.19% | 349 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 2,463 | 402 | 0.08% | 0.05% | 351 | +256 | 11.6% | Q1 2026 | May 11, 2026 |
| Principle Wealth Partners LLC | History | No change | 2,458 | 402 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,627 | 401 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,441 | 399 | 0.0% | 0.0% | 353 | +672 | 37.99% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 2,425 | 396 | 0.0% | 0.0% | 354 | -107 | -4.23% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 2,418 | 395 | 0.01% | 0.01% | 355 | +396 | 19.58% | Q1 2026 | Apr 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,413 | 394 | 0.04% | 0.03% | 356 | +274 | 12.81% | Q1 2026 | Apr 30, 2026 |
| Purus Wealth Management, LLC | History | Added to | 2,407 | 393 | 0.13% | 0.06% | 357 | +1,067 | 79.63% | Q1 2026 | Apr 15, 2026 |
| UNIQUE WEALTH, LLC | History | New | 2,393 | 391 | 0.05% | — | 358 | +2,393 | New | Q1 2026 | Apr 21, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 2,335 | 381 | 0.04% | 0.04% | 359 | -57 | -2.38% | Q1 2026 | Apr 15, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | New | 2,319 | 379 | 0.17% | — | 360 | +2,319 | New | Q1 2026 | Apr 24, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 2,306 | 377 | 0.25% | 0.17% | 361 | +649 | 39.17% | Q1 2026 | May 13, 2026 |
| Factor Wealth Management LTD | History | Reduced | 2,301 | 376 | 0.07% | 0.09% | 362 | -505 | -18.0% | Q1 2026 | Apr 20, 2026 |
| Everstar Asset Management, LLC | History | New | 2,291 | 374 | 0.2% | — | 363 | +2,291 | New | Q1 2026 | Apr 16, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 2,285 | 373 | 0.09% | 0.11% | 364 | -739 | -24.44% | Q1 2026 | Apr 17, 2026 |
| Apeiron RIA LLC | History | Reduced | 2,267 | 370 | 0.09% | 0.17% | 365 | -2,705 | -54.4% | Q1 2026 | Apr 27, 2026 |
| Trademark Financial Management, LLC | History | New | 2,234 | 365 | 0.18% | — | 366 | +2,234 | New | Q1 2026 | Apr 27, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | New | 2,200 | 359 | 0.12% | — | 368 | +2,200 | New | Q1 2026 | May 12, 2026 |
| Continuum Advisory, LLC | History | Added to | 2,197 | 359 | 0.03% | 0.03% | 367 | +474 | 27.51% | Q1 2026 | Apr 22, 2026 |
| Facet Wealth, Inc. | History | New | 2,166 | 354 | 0.01% | — | 369 | +2,166 | New | Q1 2026 | May 07, 2026 |
| 4J Wealth Management LLC | History | New | 2,162 | 353 | 0.2% | — | 371 | +2,162 | New | Q1 2026 | May 05, 2026 |
| TrueWealth Advisors, LLC | History | No change | 2,159 | 353 | 0.09% | 0.09% | 370 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Aptus Capital Advisors, LLC | History | New | 2,153 | 352 | 0.0% | — | 372 | +2,153 | New | Q1 2026 | May 11, 2026 |
| Balboa Wealth Partners | History | New | 2,150 | 351 | 0.06% | — | 373 | +2,150 | New | Q1 2026 | Apr 16, 2026 |
| Entelevest, LLC | History | New | 2,144 | 350 | 0.35% | — | 375 | +2,144 | New | Q1 2026 | May 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 2,143 | 350 | 0.01% | — | 374 | +2,143 | New | Q1 2026 | May 07, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 2,128 | 348 | 0.09% | 0.08% | 376 | +205 | 10.66% | Q1 2026 | May 06, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 2,126 | 347 | 0.09% | 0.18% | 377 | -2,388 | -52.9% | Q1 2026 | Apr 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,106 | 344 | 0.01% | 0.0% | 378 | +802 | 61.5% | Q1 2026 | May 04, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 2,067 | 338 | 0.08% | 0.08% | 379 | +48 | 2.38% | Q1 2026 | May 01, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 2,059 | 336 | 0.0% | — | 381 | +2,059 | New | Q1 2026 | May 01, 2026 |
| Savant Capital, LLC | History | New | 2,057 | 336 | 0.0% | — | 382 | +2,057 | New | Q1 2026 | May 04, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 2,054 | 336 | 0.04% | 0.03% | 380 | +451 | 28.13% | Q1 2026 | May 01, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 2,042 | 334 | 0.02% | — | 383 | +2,042 | New | Q1 2026 | Apr 10, 2026 |
| Intesa Sanpaolo Wealth Management | History | Added to | 2,022 | 330 | 0.08% | 0.05% | 384 | +550 | 37.36% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,010 | 328 | 0.0% | 0.0% | 385 | -80 | -3.83% | Q1 2026 | May 13, 2026 |
| Sonoma Allocations LLC | History | New | 1,966 | 327 | 0.11% | — | 386 | +1,966 | New | Q1 2026 | May 19, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 1,989 | 325 | 0.02% | 0.01% | 387 | +752 | 60.79% | Q1 2026 | Apr 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 1,971 | 322 | 0.02% | 0.02% | 388 | -122 | -5.83% | Q1 2026 | May 12, 2026 |
| Meridian Wealth Management, LLC | History | New | 1,954 | 319 | 0.01% | — | 389 | +1,954 | New | Q1 2026 | May 06, 2026 |
| Beacon Financial Advisory LLC | History | New | 1,928 | 315 | 0.07% | — | 391 | +1,928 | New | Q1 2026 | Apr 27, 2026 |
| Columbus Macro, LLC | History | Added to | 1,928 | 315 | 0.03% | 0.03% | 390 | +232 | 13.68% | Q1 2026 | Apr 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 1,907 | 311 | 0.01% | 0.01% | 392 | +43 | 2.31% | Q1 2026 | Apr 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 1,885 | 308 | 0.03% | 0.03% | 393 | +204 | 12.14% | Q1 2026 | Apr 22, 2026 |
| Strategic Blueprint, LLC | History | Added to | 1,874 | 306 | 0.02% | 0.02% | 394 | +104 | 5.88% | Q1 2026 | Apr 29, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 1,861 | 304 | 0.12% | 0.09% | 396 | +277 | 17.49% | Q1 2026 | May 07, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 1,860 | 304 | 0.04% | 0.03% | 395 | +114 | 6.53% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | Added to | 1,860 | 304 | 0.02% | 0.02% | 397 | +114 | 6.53% | Q1 2026 | May 07, 2026 |
| Wealth Management Associates, Inc. | History | New | 1,856 | 303 | 0.1% | — | 399 | +1,856 | New | Q1 2026 | May 13, 2026 |
| TrinityBridge Ltd | History | Reduced | 1,855 | 303 | 0.01% | 0.01% | 398 | -50 | -2.62% | Q1 2026 | May 12, 2026 |
| Certified Advisory Corp | History | New | 1,851 | 302 | 0.03% | — | 400 | +1,851 | New | Q1 2026 | Apr 17, 2026 |
| NORTHERN TRUST CORP | History | New | 1,798 | 294 | 0.0% | — | 401 | +1,798 | New | Q1 2026 | May 14, 2026 |
| Annex Advisory Services, LLC | History | New | 1,786 | 292 | 0.01% | — | 403 | +1,786 | New | Q1 2026 | Apr 16, 2026 |
| Revisor Wealth Management LLC | History | Added to | 1,788 | 292 | 0.08% | 0.07% | 402 | +140 | 8.5% | Q1 2026 | Apr 27, 2026 |
| Private Advisory Group LLC | History | Added to | 1,758 | 287 | 0.02% | 0.02% | 404 | +210 | 13.57% | Q1 2026 | May 08, 2026 |
| Voya Financial Advisors, Inc. | History | New | 1,779 | 283 | 0.03% | — | 405 | +1,779 | New | Q1 2026 | May 12, 2026 |
| Great Diamond Partners, LLC | History | Added to | 1,706 | 279 | 0.05% | 0.05% | 406 | +34 | 2.03% | Q1 2026 | May 12, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 1,504 | 277 | 0.02% | 0.02% | 407 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| One Day In July LLC | History | Reduced | 1,689 | 276 | 0.02% | 0.02% | 408 | -47 | -2.71% | Q1 2026 | May 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,685 | 275 | 0.07% | — | 410 | +1,685 | New | Q1 2026 | May 08, 2026 |
| Retirement Planning Group, LLC | History | New | 1,683 | 275 | 0.01% | — | 409 | +1,683 | New | Q1 2026 | May 04, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 1,677 | 274 | 0.07% | 0.11% | 411 | -876 | -34.31% | Q1 2026 | Apr 21, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,650 | 273 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | New | 1,643 | 268 | 0.08% | — | 414 | +1,643 | New | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,640 | 268 | 0.0% | 0.0% | 413 | +300 | 22.39% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,635 | 267 | 0.0% | 0.0% | 415 | +631 | 62.85% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,622 | 265 | 0.0% | — | 416 | +1,622 | New | Q1 2026 | May 14, 2026 |
| ARWA LLC | History | New | 1,485 | 262 | 0.13% | — | 417 | +1,485 | New | Q1 2026 | Apr 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 1,597 | 261 | 0.01% | 0.01% | 418 | +55 | 3.57% | Q1 2026 | May 13, 2026 |
| Baron Financial Group, LLC | History | Added to | 1,595 | 260 | 0.14% | 0.12% | 419 | +131 | 8.95% | Q1 2026 | Apr 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,554 | 254 | 0.0% | 0.0% | 420 | +448 | 40.51% | Q1 2026 | May 13, 2026 |
| Claris Financial LLC | History | New | 1,548 | 253 | 0.14% | — | 422 | +1,548 | New | Q1 2026 | May 18, 2026 |
| Ascentis Independent Advisors | History | New | 1,547 | 253 | 0.02% | — | 421 | +1,547 | New | Q1 2026 | Apr 28, 2026 |
| Clarendon Private LLC | History | Added to | 1,533 | 250 | 0.19% | 0.2% | 423 | +1 | 0.07% | Q1 2026 | May 11, 2026 |
| Guardian Capital, LLC | History | New | 1,520 | 248 | 0.24% | — | 425 | +1,520 | New | Q1 2026 | May 11, 2026 |
| Tempus Wealth Planning, LLC | History | New | 1,519 | 248 | 0.06% | — | 424 | +1,519 | New | Q1 2026 | Apr 28, 2026 |
| CPR Investments Inc. | History | New | 1,514 | 247 | 0.16% | — | 428 | +1,514 | New | Q1 2026 | Apr 16, 2026 |
| IMC-Chicago, LLC | History | New | 1,513 | 247 | 0.0% | — | 427 | +1,513 | New | Q1 2026 | May 05, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 1,515 | 247 | 0.07% | 0.06% | 426 | +124 | 8.91% | Q1 2026 | Apr 15, 2026 |
| Nautilus Advisors LLC | History | No change | 1,500 | 245 | 0.17% | 0.15% | 429 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GoalVest Advisory LLC | History | No change | 1,465 | 239 | 0.05% | 0.04% | 430 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 1,465 | 239 | 0.14% | 0.14% | 431 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Stablepoint Partners, LLC | History | No change | 1,441 | 235 | 0.03% | 0.03% | 432 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Essex Financial Services, Inc. | History | Added to | 1,421 | 232 | 0.01% | 0.01% | 433 | +20 | 1.43% | Q1 2026 | Apr 24, 2026 |
| Charter Oak Capital Management, LLC | History | No change | 1,410 | 230 | 0.02% | 0.02% | 434 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 1,400 | 229 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 1,375 | 224 | 0.07% | 0.07% | 436 | +80 | 6.18% | Q1 2026 | Apr 24, 2026 |
| Purewater Capital LLC | History | New | 1,369 | 223 | 0.21% | — | 437 | +1,369 | New | Q1 2026 | May 14, 2026 |
| HBK Sorce Advisory LLC | History | New | 1,123 | 221 | 0.0% | — | 439 | +1,123 | New | Q1 2026 | May 11, 2026 |
| Portland Financial Advisors Inc | History | No change | 1,356 | 221 | 0.46% | 0.44% | 438 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 1,334 | 218 | 0.0% | — | 440 | +1,334 | New | Q1 2026 | Apr 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,329 | 217 | 0.04% | — | 441 | +1,329 | New | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 1,326 | 216 | 0.03% | — | 444 | +1,326 | New | Q1 2026 | Apr 27, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 1,321 | 216 | 0.0% | — | 442 | +1,321 | New | Q1 2026 | May 01, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | New | 1,312 | 216 | 0.03% | — | 443 | +1,312 | New | Q1 2026 | Apr 27, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 1,362 | 214 | 0.01% | — | 445 | +1,362 | New | Q1 2026 | Apr 24, 2026 |
| Bison Wealth, LLC | History | New | 1,087 | 214 | 0.02% | — | 446 | +1,087 | New | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | New | 1,301 | 212 | 0.03% | — | 447 | +1,301 | New | Q1 2026 | Apr 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,289 | 211 | 0.01% | 0.01% | 448 | +357 | 38.3% | Q1 2026 | May 18, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 1,378 | 210 | 0.07% | 0.07% | 449 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,273 | 208 | 0.07% | 0.06% | 450 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 1,268 | 207 | 0.07% | 0.2% | 451 | -2,567 | -66.94% | Q1 2026 | May 04, 2026 |
| Tudor Financial Inc. | History | New | 1,257 | 205 | 0.1% | — | 452 | +1,257 | New | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 1,168 | 194 | 0.04% | 0.05% | 453 | +17 | 1.48% | Q1 2026 | May 11, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,154 | 188 | 0.11% | — | 454 | +1,154 | New | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Added to | 1,149 | 187 | 0.0% | 0.0% | 455 | +202 | 21.33% | Q1 2026 | May 14, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 1,148 | 187 | 0.19% | 0.17% | 456 | +86 | 8.1% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,131 | 185 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 1,107 | 181 | 0.0% | 0.0% | 458 | +3 | 0.27% | Q1 2026 | Apr 20, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 1,085 | 177 | 0.07% | — | 460 | +1,085 | New | Q1 2026 | May 07, 2026 |
| Westfuller Advisors, LLC | History | No change | 1,083 | 177 | 0.08% | 0.07% | 459 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,048 | 171 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Manchester Capital Management LLC | History | Added to | 954 | 156 | 0.02% | 0.01% | 462 | +246 | 34.75% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 947 | 154 | 0.0% | 0.0% | 463 | +562 | 145.97% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 900 | 147 | 0.0% | — | 464 | +900 | New | Q1 2026 | May 04, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 886 | 145 | 0.04% | 0.01% | 465 | +725 | 450.31% | Q1 2026 | May 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 814 | 133 | 0.02% | 0.02% | 466 | -32 | -3.78% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 844 | 129 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JNBA Financial Advisors | History | Added to | 768 | 125 | 0.01% | 0.01% | 468 | +153 | 24.88% | Q1 2026 | Apr 22, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 720 | 117 | 0.06% | 0.02% | 469 | +508 | 239.62% | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 716 | 117 | 0.09% | 0.07% | 470 | +171 | 31.38% | Q1 2026 | Apr 21, 2026 |
| EASTERN BANK | History | No change | 666 | 108 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 625 | 104 | 0.0% | 0.0% | 472 | -655 | -51.17% | Q1 2026 | May 12, 2026 |
| Operose Advisors LLC | History | Added to | 610 | 99 | 0.02% | 0.02% | 473 | +1 | 0.16% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 565 | 92 | 0.0% | — | 474 | +565 | New | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 552 | 90 | 0.0% | — | 476 | +552 | New | Q1 2026 | May 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 554 | 90 | 0.03% | 0.02% | 475 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 504 | 82 | 0.0% | 0.0% | 477 | +3 | 0.6% | Q1 2026 | May 13, 2026 |
| Main Management LLC | History | No change | 488 | 80 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Osbon Capital Management LLC | History | New | 479 | 78 | 0.06% | — | 479 | +479 | New | Q1 2026 | May 15, 2026 |
| Truvestments Capital LLC | History | Added to | 459 | 75 | 0.01% | 0.01% | 481 | +122 | 36.2% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | Added to | 464 | 75 | 0.0% | 0.0% | 480 | +59 | 14.57% | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | Added to | 444 | 72 | 0.01% | 0.0% | 482 | +362 | 441.46% | Q1 2026 | May 11, 2026 |
| Essential Investment Partners LLC | History | Added to | 425 | 69 | 0.06% | 0.06% | 483 | +25 | 6.25% | Q1 2026 | Jul 15, 2026 |
| NBT BANK N A /NY | History | Added to | 413 | 67 | 0.0% | 0.0% | 484 | +260 | 169.93% | Q1 2026 | Apr 28, 2026 |
| Bravera Wealth | History | Added to | 405 | 66 | 0.03% | 0.02% | 485 | +125 | 44.64% | Q1 2026 | Apr 22, 2026 |
| DAGCO, INC. | History | No change | 375 | 61 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 352 | 57 | 0.0% | 0.01% | 487 | -702 | -66.6% | Q1 2026 | Apr 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 344 | 56 | 0.0% | 0.0% | 488 | +268 | 352.63% | Q1 2026 | Apr 27, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 323 | 52 | 0.01% | 0.0% | 489 | +192 | 146.56% | Q1 2026 | Jun 24, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 315 | 51 | 0.0% | 0.0% | 490 | +223 | 242.39% | Q1 2026 | May 08, 2026 |
| WealthCollab, LLC | History | No change | 303 | 49 | 0.02% | 0.02% | 491 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hilltop National Bank | History | No change | 260 | 42 | 0.01% | 0.01% | 492 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 250 | 40 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Y.D. More Investments Ltd | History | Added to | 303 | 39 | 0.0% | 0.0% | 494 | +183 | 152.5% | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | Added to | 233 | 38 | 0.0% | 0.0% | 495 | +124 | 113.76% | Q1 2026 | May 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 245 | 37 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 247 | 37 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RHL GROUP, LLC | History | New | 222 | 36 | 0.03% | — | 498 | +222 | New | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 205 | 34 | 0.0% | — | 499 | +205 | New | Q1 2026 | May 01, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 206 | 33 | 0.02% | — | 500 | +206 | New | Q1 2026 | Apr 21, 2026 |
| Atlantic Union Bankshares Corp | History | New | 191 | 31 | 0.0% | — | 502 | +191 | New | Q1 2026 | May 12, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 205 | 31 | 0.02% | 0.02% | 501 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| BlackRock, Inc. | History | New | 148 | 24 | 0.0% | — | 503 | +148 | New | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 145 | 23 | 0.0% | 0.0% | 504 | -67 | -31.6% | Q1 2026 | May 15, 2026 |
| PFS Partners, LLC | History | Added to | 140 | 22 | 0.01% | 0.01% | 505 | +36 | 34.62% | Q1 2026 | Apr 09, 2026 |
| Oakworth Capital, Inc. | History | New | 119 | 19 | 0.0% | — | 506 | +119 | New | Q1 2026 | Apr 24, 2026 |
| SHP Wealth Management | History | New | 114 | 18 | 0.0% | — | 507 | +114 | New | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 108 | 17 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 104 | 17 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Mascoma Wealth Management LLC | History | No change | 99 | 16 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 97 | 15 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | New | 90 | 14 | 0.0% | — | 514 | +90 | New | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 93 | 14 | 0.0% | 0.0% | 513 | -4 | -4.12% | Q1 2026 | May 15, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 90 | 14 | 0.01% | 0.0% | 512 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sound Income Strategies, LLC | History | Added to | 81 | 13 | 0.0% | 0.0% | 515 | +20 | 32.79% | Q1 2026 | Apr 27, 2026 |
| CX Institutional | History | No change | 81 | 13 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 72 | 11 | 0.0% | 0.01% | 517 | -273 | -79.13% | Q1 2026 | Apr 28, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 70 | 11 | 0.01% | — | 518 | +70 | New | Q1 2026 | May 15, 2026 |
| Financial Freedom, LLC | History | New | 64 | 10 | 0.0% | — | 522 | +64 | New | Q1 2026 | Apr 30, 2026 |
| Archer Investment Corp | History | No change | 66 | 10 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 63 | 10 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ares Financial Consulting, LLC | History | No change | 62 | 10 | 0.01% | 0.01% | 521 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 59 | 9 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Roxbury Financial LLC | History | No change | 55 | 9 | 0.01% | 0.01% | 524 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Purpose Unlimited Inc. | History | No change | 57 | 9 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Your Advocates Ltd., LLP | History | No change | 49 | 8 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Front Row Advisors LLC | History | No change | 44 | 7 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 31 | 5 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Parkside Financial Bank & Trust | History | New | 30 | 4 | 0.0% | — | 534 | +30 | New | Q1 2026 | May 13, 2026 |
| Trifecta Capital Advisors, LLC | History | New | 30 | 4 | 0.0% | — | 536 | +30 | New | Q1 2026 | May 01, 2026 |
| Main Street Group, LTD | History | New | 30 | 4 | 0.0% | — | 537 | +30 | New | Q1 2026 | May 06, 2026 |
| Longview Financial Advisors, Inc. | History | New | 25 | 4 | 0.0% | — | 535 | +25 | New | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| IFS Advisors, LLC | History | No change | 29 | 4 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 30 | 4 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bernard Wealth Management Corp. | History | No change | 25 | 4 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sunrise Financial Services, LLC | History | No change | 29 | 4 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| First Command Advisory Services, Inc. | History | New | 22 | 3 | 0.0% | — | 538 | +22 | New | Q1 2026 | May 07, 2026 |
| CVA Family Office, LLC | History | New | 16 | 2 | 0.0% | — | 539 | +16 | New | Q1 2026 | Apr 29, 2026 |
| Lodestone Wealth Management LLC | History | New | 12 | 1 | 0.0% | — | 544 | +12 | New | Q1 2026 | May 01, 2026 |
| Avion Wealth | History | New | 10 | 1 | 0.0% | — | 543 | +10 | New | Q1 2026 | May 01, 2026 |
| Accordant Advisory Group Inc | History | New | 8 | 1 | 0.0% | — | 545 | +8 | New | Q1 2026 | May 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 8 | 1 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Trust Co | History | No change | 10 | 1 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| LRI Investments, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Closed out | 0 | 0 | — | 2.02% | — | -1,527,000 | -100.0% | Q1 2026 | May 05, 2026 |
| BANK HAPOALIM BM | History | Closed out | 0 | 0 | — | 1.35% | — | -101,500 | -100.0% | Q1 2026 | May 04, 2026 |
| Avestar Capital, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -44,640 | -100.0% | Q1 2026 | May 13, 2026 |
| ALTFEST L J & CO INC | History | Closed out | 0 | 0 | — | 0.55% | — | -33,090 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -24,700 | -100.0% | Q1 2026 | May 15, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Closed out | 0 | 0 | — | 2.15% | — | -24,146 | -100.0% | Q1 2026 | Jun 04, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -9,380 | -100.0% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,550 | -100.0% | Q1 2026 | May 13, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -4,181 | -100.0% | Q1 2026 | Apr 07, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -4,099 | -100.0% | Q1 2026 | May 04, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,058 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,725 | -100.0% | Q1 2026 | May 12, 2026 |
| rebel Financial LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -3,251 | -100.0% | Q1 2026 | Apr 24, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,979 | -100.0% | Q1 2026 | May 05, 2026 |
| Blue Chip Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,686 | -100.0% | Q1 2026 | May 15, 2026 |
| TPG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,983 | -100.0% | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,527 | -100.0% | Q1 2026 | May 13, 2026 |
| Whalen Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -1,479 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Second Half Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,419 | -100.0% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,360 | -100.0% | Q1 2026 | Apr 29, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,312 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -315 | -100.0% | Q1 2026 | May 13, 2026 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Sankala Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -103 | -100.0% | Q1 2026 | Mar 31, 2026 |
| Crews Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | May 13, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | May 12, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 01, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 01, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ankerstar Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dogwood Wealth Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |