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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 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 |