SPDR SERIES TRUST - JNK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STATE STREET CORP | History | Reduced | 11,074,520 | 1,060,053 | 0.04% | 0.04% | 1 | -109,116 | -0.98% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 6,251,676 | 598,410 | 0.04% | 0.01% | 2 | +5,338,489 | 584.6% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 5,875,122 | 562,366 | 1.15% | 1.13% | 3 | +191,636 | 3.37% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,710,514 | 546,610 | 0.1% | 0.1% | 4 | +265,161 | 4.87% | Q1 2026 | May 11, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 3,730,215 | 357,056 | 2.2% | 2.05% | 5 | +290,000 | 8.43% | Q1 2026 | May 15, 2026 |
| American Family Investments, Inc. | History | Added to | 3,565,000 | 341,241 | 8.97% | 7.31% | 6 | +1,477,000 | 70.74% | Q1 2026 | May 14, 2026 |
| Japan Science & Technology Agency | History | No change | 2,900,000 | 277,588 | 5.77% | 5.18% | 7 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 2,180,482 | 208,715 | 0.17% | 0.06% | 8 | +1,356,600 | 164.66% | Q1 2026 | May 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 2,162,115 | 206,767 | 0.14% | 0.14% | 9 | +96,300 | 4.66% | Q1 2026 | May 12, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 1,906,424 | 182,482 | 10.54% | 8.7% | 10 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,821,437 | 174,347 | 0.05% | 0.05% | 11 | +62,622 | 3.56% | Q1 2026 | May 04, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 1,471,100 | 140,813 | 0.23% | — | 12 | +1,471,100 | New | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 1,465,378 | 140,266 | 0.04% | 0.04% | 13 | +99,965 | 7.32% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,299,558 | 124,394 | 0.24% | 0.22% | 14 | +2,067 | 0.16% | Q1 2026 | May 01, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | No change | 1,221,000 | 116,874 | 0.69% | 0.63% | 15 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,162,677 | 111,319 | 0.03% | 0.02% | 16 | +173,088 | 17.49% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 963,929 | 92,267 | 0.02% | 0.02% | 17 | -45,028 | -4.46% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 897,810 | 85,938 | 0.01% | 0.01% | 18 | -264,234 | -22.74% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 845,991 | 80,978 | 0.01% | 0.01% | 19 | +97,474 | 13.02% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 808,140 | 77,355 | 0.04% | 0.04% | 20 | -57,955 | -6.69% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 648,005 | 62,027 | 0.04% | 0.03% | 21 | -10,605 | -1.61% | Q1 2026 | May 08, 2026 |
| BLB&B Advisors, LLC | History | Added to | 584,549 | 55,953 | 2.31% | 2.24% | 22 | +34,409 | 6.25% | Q1 2026 | Apr 28, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 516,867 | 49,474 | 2.83% | — | 23 | +516,867 | New | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 452,228 | 43,287 | 0.01% | 0.01% | 24 | +124,108 | 37.82% | Q1 2026 | May 05, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 422,267 | 40,419 | 0.12% | 0.11% | 25 | -1,237 | -0.29% | Q1 2026 | May 05, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 410,443 | 39,287 | 0.32% | 0.36% | 26 | -53,818 | -11.59% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 382,360 | 36,599 | 0.0% | 0.0% | 27 | +361,325 | 1717.73% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 381,608 | 36,526 | 0.01% | 0.01% | 28 | +62,656 | 19.64% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 361,961 | 34,646 | 0.01% | 0.01% | 29 | +82,837 | 29.68% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 317,286 | 30,370 | 0.03% | 0.03% | 30 | -10,091 | -3.08% | Q1 2026 | May 13, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 296,086 | 28,341 | 1.43% | 1.39% | 31 | +15,621 | 5.57% | Q1 2026 | May 04, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 271,170 | 25,956 | 0.01% | 0.02% | 32 | -19,645 | -6.76% | Q1 2026 | Apr 30, 2026 |
| CNO Financial Group, Inc. | History | Added to | 259,200 | 24,810 | 14.22% | 11.47% | 33 | +51,000 | 24.5% | Q1 2026 | May 13, 2026 |
| Howard Capital Management Inc. | History | Added to | 258,568 | 24,750 | 0.4% | 0.32% | 34 | +5,100 | 2.01% | Q1 2026 | May 05, 2026 |
| Aristotle Pacific Capital, LLC | History | Reduced | 235,000 | 22,494 | 18.29% | 22.9% | 35 | -339,407 | -59.09% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 232,978 | 22,307 | 0.03% | 0.02% | 36 | +57,962 | 33.12% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 225,768 | 21,610 | 0.06% | 0.05% | 37 | +3,868 | 1.74% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 205,335 | 19,654 | 0.11% | 0.09% | 38 | -49,418 | -19.4% | Q1 2026 | Apr 29, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 202,796 | 19,411 | 0.14% | 0.14% | 39 | +16,329 | 8.76% | Q1 2026 | Apr 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 192,967 | 18,470 | 0.14% | 0.0% | 40 | +188,571 | 4289.6% | Q1 2026 | Apr 15, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 172,651 | 16,526 | 1.69% | 1.45% | 41 | +16,594 | 10.63% | Q1 2026 | Apr 21, 2026 |
| Silverleafe Capital Partners, LLC | History | New | 169,193 | 16,195 | 4.78% | — | 42 | +169,193 | New | Q1 2026 | Apr 02, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 160,130 | 15,327 | 0.32% | — | 43 | +160,130 | New | Q1 2026 | May 15, 2026 |
| Counterpoint Mutual Funds LLC | History | Reduced | 160,061 | 15,321 | 2.3% | 5.13% | 44 | -551,981 | -77.52% | Q1 2026 | Apr 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 160,000 | 15,315 | 0.01% | 0.05% | 45 | -20,000 | -11.11% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 158,604 | 15,182 | 0.12% | 0.12% | 46 | +17,689 | 12.55% | Q1 2026 | Apr 07, 2026 |
| Man Group plc | History | Reduced | 156,090 | 14,940 | 0.03% | 0.18% | 47 | -933,181 | -85.67% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 137,140 | 13,127 | 0.82% | — | 48 | +137,140 | New | Q1 2026 | May 08, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 136,801 | 13,094 | 0.1% | 0.1% | 49 | -1,628 | -1.18% | Q1 2026 | May 15, 2026 |
| Jessup Wealth Management, Inc | History | Added to | 134,783 | 12,901 | 4.71% | 4.27% | 50 | +1,850 | 1.39% | Q1 2026 | May 15, 2026 |
| Idaho Trust Co | History | Added to | 133,442 | 12,772 | 4.15% | 4.11% | 51 | +5,665 | 4.43% | Q1 2026 | May 08, 2026 |
| Symmetry Partners, LLC | History | Added to | 132,853 | 12,716 | 0.73% | 0.73% | 52 | +6,269 | 4.95% | Q1 2026 | Apr 27, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 132,824 | 12,714 | 3.76% | 3.77% | 53 | +4,164 | 3.24% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 131,586 | 12,595 | 0.03% | 0.02% | 54 | +45,180 | 52.29% | Q1 2026 | Apr 30, 2026 |
| NewSquare Capital LLC | History | Reduced | 127,591 | 12,213 | 1.06% | 1.12% | 55 | -3,096 | -2.37% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 116,395 | 11,141 | 0.03% | 0.03% | 56 | +4,608 | 4.12% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 112,525 | 10,770 | 0.12% | 0.13% | 57 | -1,126 | -0.99% | Q1 2026 | May 08, 2026 |
| Altura Wealth Advisors Inc. | History | Added to | 111,333 | 10,656 | 4.65% | 4.56% | 58 | +2,237 | 2.05% | Q1 2026 | May 12, 2026 |
| ALLSTATE CORP | History | No change | 110,000 | 10,529 | 0.11% | 0.15% | 59 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Somnio Financial Group, LLC | History | Added to | 102,175 | 9,780 | 6.42% | 6.34% | 60 | +3,535 | 3.58% | Q1 2026 | Apr 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 96,773 | 9,263 | 0.0% | 0.01% | 61 | -84,945 | -46.75% | Q1 2026 | May 15, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | New | 83,950 | 8,035 | 0.17% | — | 62 | +83,950 | New | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 82,381 | 7,885 | 0.12% | 0.1% | 63 | +12,801 | 18.4% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 81,433 | 7,794 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | No change | 79,820 | 7,640 | 3.19% | 3.93% | 65 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hilltop Holdings Inc. | History | Added to | 79,754 | 7,634 | 0.69% | 0.37% | 66 | +15,675 | 24.46% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 79,075 | 7,569 | 0.0% | 0.0% | 67 | +4,939 | 6.66% | Q1 2026 | May 07, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 78,200 | 7,485 | 0.01% | 0.02% | 68 | -94,800 | -54.8% | Q1 2026 | May 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 77,790 | 7,446 | 0.01% | 0.01% | 69 | +8,300 | 11.94% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 74,599 | 7,140 | 0.01% | 0.02% | 70 | -90,848 | -54.91% | Q1 2026 | Apr 27, 2026 |
| Gateway Wealth Partners, LLC | History | New | 73,827 | 7,066 | 0.28% | — | 71 | +73,827 | New | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 69,956 | 6,696 | 0.01% | 0.01% | 72 | +2,512 | 3.72% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 68,722 | 6,563 | 0.04% | 0.32% | 73 | -473,595 | -87.33% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Reduced | 67,350 | 6,538 | 0.1% | 0.14% | 74 | -5,315 | -7.31% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 68,063 | 6,514 | 0.0% | 0.0% | 75 | +529 | 0.78% | Q1 2026 | May 04, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 68,497 | 6,490 | 0.01% | 0.01% | 76 | -4,644 | -6.35% | Q1 2026 | May 14, 2026 |
| Up Capital Management, Inc. | History | Reduced | 67,387 | 6,450 | 7.24% | 7.01% | 77 | -13,230 | -16.41% | Q1 2026 | Apr 20, 2026 |
| Cerity Partners LLC | History | Added to | 67,372 | 6,448 | 0.01% | 0.0% | 78 | +49,984 | 287.46% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 65,612 | 6,280 | 0.1% | 0.14% | 79 | -24,696 | -27.35% | Q1 2026 | Apr 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 65,601 | 6,279 | 0.24% | 0.25% | 80 | -2,185 | -3.22% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | New | 62,765 | 6,007 | 0.08% | — | 81 | +62,765 | New | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 62,600 | 5,992 | 0.01% | 0.01% | 82 | -11,800 | -15.86% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 101,170 | 5,967 | 0.04% | 0.09% | 83 | -35,017 | -25.71% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 62,332 | 5,966 | 0.02% | 0.05% | 84 | -55,185 | -46.96% | Q1 2026 | Apr 30, 2026 |
| Gotham Asset Management, LLC | History | Added to | 62,217 | 5,955 | 0.02% | 0.01% | 85 | +40,714 | 189.34% | Q1 2026 | May 15, 2026 |
| Virtus Fixed Income Advisers, LLC | History | Added to | 61,012 | 5,840 | 4.77% | 1.48% | 86 | +40,860 | 202.76% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 61,121 | 5,791 | 0.0% | 0.0% | 87 | -54,552 | -47.16% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 60,395 | 5,781 | 0.0% | 0.0% | 88 | -15,666 | -20.6% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 58,771 | 5,610 | 0.27% | 0.27% | 89 | -460 | -0.78% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 58,263 | 5,577 | 0.03% | 0.03% | 90 | +594 | 1.03% | Q1 2026 | Apr 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 55,899 | 5,350 | 0.04% | 0.05% | 91 | +13,971 | 33.32% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 55,029 | 5,267 | 0.0% | 0.0% | 92 | +50,104 | 1017.34% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Reduced | 54,293 | 5,196 | 0.0% | 0.0% | 93 | -1,707,674 | -96.92% | Q1 2026 | May 13, 2026 |
| Financial Partners Group, Inc | History | Added to | 51,506 | 4,930 | 0.59% | 0.5% | 94 | +7,037 | 15.82% | Q1 2026 | Apr 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 50,956 | 4,877 | 0.0% | 0.0% | 95 | +3,148 | 6.58% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 49,992 | 4,785 | 0.0% | 0.0% | 96 | +1,009 | 2.06% | Q1 2026 | May 13, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 49,567 | 4,744 | 1.0% | 1.19% | 97 | +550 | 1.12% | Q1 2026 | May 12, 2026 |
| Vontobel Holding Ltd. | History | Added to | 48,853 | 4,676 | 0.02% | 0.01% | 98 | +583 | 1.21% | Q1 2026 | May 08, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Reduced | 48,308 | 4,624 | 2.84% | 3.62% | 99 | -7,665 | -13.69% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 48,178 | 4,610 | 0.0% | 0.0% | 100 | +34,320 | 247.65% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 47,847 | 4,579 | 0.01% | 0.01% | 101 | -114 | -0.24% | Q1 2026 | May 14, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 45,211 | 4,327 | 1.22% | 1.24% | 102 | -923 | -2.0% | Q1 2026 | Apr 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 44,527 | 4,262 | 0.01% | 0.0% | 103 | +43,902 | 7024.32% | Q1 2026 | May 01, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 44,363 | 4,246 | 0.24% | 0.19% | 104 | +6,601 | 17.48% | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | Reduced | 44,246 | 4,235 | 0.01% | 0.04% | 105 | -87,559 | -66.43% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Reduced | 44,144 | 4,225 | 0.05% | 0.06% | 106 | -9,546 | -17.78% | Q1 2026 | Apr 16, 2026 |
| Regal Investment Advisors LLC | History | Added to | 42,582 | 4,075 | 0.24% | 0.24% | 107 | +629 | 1.5% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 41,661 | 4,049 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 41,110 | 3,935 | 0.01% | 0.0% | 109 | +29,478 | 253.42% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 40,671 | 3,892 | 0.0% | 0.0% | 110 | +11,168 | 37.85% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Reduced | 40,600 | 3,886 | 0.0% | 0.0% | 111 | -46,000 | -53.12% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 40,456 | 3,872 | 0.02% | 0.02% | 112 | +2,660 | 7.04% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 39,100 | 3,742 | 0.0% | 0.0% | 113 | +25,800 | 193.98% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Added to | 39,091 | 3,741 | 0.04% | 0.04% | 114 | +4,565 | 13.22% | Q1 2026 | May 06, 2026 |
| RFG Advisory, LLC | History | Reduced | 37,885 | 3,626 | 0.07% | 0.07% | 115 | -2,629 | -6.49% | Q1 2026 | Apr 17, 2026 |
| Csenge Advisory Group | History | Added to | 37,413 | 3,581 | 0.16% | 0.16% | 116 | +1,598 | 4.46% | Q1 2026 | Apr 30, 2026 |
| Calamos Advisors LLC | History | Added to | 37,365 | 3,576 | 0.01% | 0.0% | 117 | +24,700 | 195.03% | Q1 2026 | May 04, 2026 |
| Aspire Private Capital, LLC | History | Added to | 35,735 | 3,420 | 0.77% | 0.36% | 118 | +18,944 | 112.82% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 35,608 | 3,408 | 0.0% | 0.0% | 119 | -1,369 | -3.7% | Q1 2026 | Apr 27, 2026 |
| Global Endowment Management, LP | History | No change | 35,550 | 3,403 | 0.38% | 0.43% | 120 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 35,494 | 3,397 | 0.05% | 0.05% | 121 | +2,548 | 7.73% | Q1 2026 | Apr 27, 2026 |
| Nilsine Partners, LLC | History | Added to | 35,002 | 3,392 | 0.27% | 0.27% | 122 | +3,154 | 9.9% | Q1 2026 | Apr 29, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 35,199 | 3,369 | 0.05% | 0.05% | 123 | -919 | -2.54% | Q1 2026 | May 12, 2026 |
| Beta Wealth Group, Inc. | History | New | 33,909 | 3,245 | 1.34% | — | 124 | +33,909 | New | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Reduced | 33,370 | 3,194 | 0.0% | 0.0% | 125 | -666 | -1.96% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 33,332 | 3,190 | 0.02% | 0.02% | 126 | -5,077 | -13.22% | Q1 2026 | May 08, 2026 |
| Talon Private Wealth, LLC | History | New | 33,040 | 3,162 | 0.42% | — | 127 | +33,040 | New | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 32,447 | 3,105 | 0.01% | 0.02% | 128 | -28,724 | -46.96% | Q1 2026 | May 11, 2026 |
| Transmarket Holdings LP | History | Reduced | 32,169 | 3,079 | 1.64% | 5.27% | 129 | -42,061 | -56.66% | Q1 2026 | May 13, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 31,369 | 3,002 | 1.0% | 1.21% | 130 | -7,196 | -18.66% | Q1 2026 | May 06, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 31,450 | 2,980 | 0.03% | 0.13% | 131 | -118,197 | -78.98% | Q1 2026 | May 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 31,044 | 2,971 | 0.04% | 0.04% | 132 | +1,155 | 3.86% | Q1 2026 | Apr 30, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 31,002 | 2,967 | 0.02% | 0.03% | 133 | -2,449 | -7.32% | Q1 2026 | May 01, 2026 |
| Canal Capital Management, LLC | History | Added to | 30,958 | 2,963 | 0.4% | 0.42% | 134 | +193 | 0.63% | Q1 2026 | Apr 27, 2026 |
| Graetz Wealth LLC | History | Reduced | 29,987 | 2,870 | 2.56% | 3.39% | 135 | -8,353 | -21.79% | Q1 2026 | Apr 30, 2026 |
| Garner Asset Management Corp | History | Added to | 29,884 | 2,808 | 1.1% | 0.85% | 136 | +7,157 | 31.49% | Q1 2026 | Apr 28, 2026 |
| FEDERATED HERMES, INC. | History | No change | 29,075 | 2,783 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 28,444 | 2,722 | 0.01% | 0.01% | 138 | -6,226 | -17.96% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 28,256 | 2,704 | 0.15% | 0.15% | 139 | +2,562 | 9.97% | Q1 2026 | Apr 30, 2026 |
| Blue Fin Capital, Inc. | History | No change | 27,519 | 2,675 | 0.41% | 0.41% | 140 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 27,625 | 2,644 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 27,132 | 2,597 | 0.28% | 0.27% | 142 | -249 | -0.91% | Q1 2026 | Apr 28, 2026 |
| CIBC Asset Management Inc | History | New | 27,000 | 2,584 | 0.01% | — | 143 | +27,000 | New | Q1 2026 | May 12, 2026 |
| LightSquare Wealth Management, LLC | History | New | 26,767 | 2,562 | 1.92% | — | 144 | +26,767 | New | Q1 2026 | May 11, 2026 |
| Balefire, LLC | History | Added to | 26,720 | 2,557 | 0.48% | 0.45% | 145 | +2,758 | 11.51% | Q1 2026 | May 07, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 26,524 | 2,538 | 0.08% | 1.22% | 147 | -333,474 | -92.63% | Q1 2026 | May 06, 2026 |
| UMB Bank, n.a. | History | Reduced | 26,522 | 2,538 | 0.04% | 0.1% | 146 | -52,157 | -66.29% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | Added to | 26,553 | 2,535 | 0.52% | 0.63% | 148 | +5,489 | 26.06% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | New | 26,084 | 2,496 | 0.01% | — | 149 | +26,084 | New | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 25,908 | 2,479 | 0.01% | 0.02% | 150 | -3,566 | -12.1% | Q1 2026 | May 05, 2026 |
| TI-TRUST, INC | History | Added to | 25,897 | 2,478 | 1.47% | 1.45% | 151 | +1,752 | 7.26% | Q1 2026 | Apr 28, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 25,855 | 2,474 | 0.28% | 0.3% | 152 | -728 | -2.74% | Q1 2026 | Apr 10, 2026 |
| Global Trust Wealth Management LLC | History | Added to | 25,820 | 2,471 | 1.87% | 1.43% | 153 | +5,999 | 30.27% | Q1 2026 | Apr 14, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 25,399 | 2,469 | 0.66% | 0.66% | 154 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 25,835 | 2,466 | 0.02% | 0.06% | 155 | -35,297 | -57.74% | Q1 2026 | Apr 07, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 25,116 | 2,404 | 0.0% | 0.0% | 156 | -974 | -3.73% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 24,581 | 2,352 | 0.05% | 0.06% | 157 | -948 | -3.71% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 24,430 | 2,338 | 0.0% | 0.0% | 158 | +841 | 3.57% | Q1 2026 | May 14, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 23,978 | 2,295 | 0.87% | 0.39% | 159 | +13,349 | 125.59% | Q1 2026 | Apr 22, 2026 |
| Independent Advisor Alliance | History | New | 23,349 | 2,234 | 0.02% | — | 160 | +23,349 | New | Q1 2026 | May 12, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 22,873 | 2,189 | 0.48% | 0.57% | 161 | -3,418 | -13.0% | Q1 2026 | Apr 27, 2026 |
| Mount Lucas Management LP | History | Added to | 22,574 | 2,160 | 0.8% | 0.79% | 162 | +2,145 | 10.5% | Q1 2026 | May 05, 2026 |
| Sowell Financial Services LLC | History | Added to | 22,362 | 2,140 | 0.08% | 0.07% | 163 | +2,009 | 9.87% | Q1 2026 | Apr 20, 2026 |
| Navigation Wealth Management, Inc. | History | Reduced | 22,190 | 2,124 | 7.66% | 8.64% | 164 | -37,664 | -62.93% | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 21,812 | 2,120 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 21,718 | 2,078 | 0.03% | 0.03% | 166 | +7,781 | 55.83% | Q1 2026 | May 18, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 21,320 | 2,040 | 0.7% | 0.33% | 167 | +12,044 | 129.84% | Q1 2026 | Apr 28, 2026 |
| Red Wave Investments LLC | History | Reduced | 21,015 | 2,011 | 0.6% | 0.61% | 168 | -161 | -0.76% | Q1 2026 | May 08, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 20,832 | 2,006 | 0.75% | 0.59% | 169 | +5,580 | 36.59% | Q1 2026 | May 12, 2026 |
| TFB Advisors LLC | History | Added to | 20,756 | 1,986 | 1.04% | 0.54% | 170 | +716 | 3.57% | Q1 2026 | Apr 20, 2026 |
| Stephenson & Company, Inc. | History | Added to | 20,642 | 1,975 | 1.07% | 1.06% | 171 | +826 | 4.17% | Q1 2026 | May 12, 2026 |
| Sincerus Advisory, LLC | History | Added to | 19,967 | 1,911 | 1.45% | 1.54% | 172 | +303 | 1.54% | Q1 2026 | Apr 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 19,837 | 1,898 | 0.05% | 0.05% | 173 | -361 | -1.79% | Q1 2026 | Apr 27, 2026 |
| Caldwell Trust Co | History | Added to | 19,707 | 1,886 | 0.17% | 0.16% | 174 | +1,131 | 6.09% | Q1 2026 | Apr 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 19,595 | 1,875 | 0.1% | — | 175 | +19,595 | New | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 19,528 | 1,869 | 0.02% | 0.02% | 176 | -228 | -1.15% | Q1 2026 | May 05, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 19,065 | 1,824 | 0.74% | 0.56% | 178 | +5,670 | 42.33% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Added to | 19,061 | 1,824 | 0.04% | 0.03% | 177 | +5,264 | 38.15% | Q1 2026 | May 01, 2026 |
| STEPHENS INC /AR/ | History | Added to | 19,034 | 1,821 | 0.02% | 0.02% | 179 | +132 | 0.7% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Reduced | 18,967 | 1,815 | 0.01% | 0.01% | 180 | -6,429 | -25.32% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 18,735 | 1,793 | 0.12% | 0.09% | 181 | +7,428 | 65.69% | Q1 2026 | Apr 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 18,638 | 1,783 | 0.04% | 0.03% | 182 | +5,160 | 38.28% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 18,583 | 1,778 | 0.0% | 0.0% | 183 | +10,814 | 139.19% | Q1 2026 | May 12, 2026 |
| Eddie Patel Inc | History | Added to | 18,165 | 1,738 | 1.34% | 0.39% | 184 | +12,763 | 236.26% | Q1 2026 | May 11, 2026 |
| Austin Private Wealth, LLC | History | No change | 17,380 | 1,689 | 0.13% | 0.13% | 185 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 17,291 | 1,655 | 0.01% | 0.01% | 186 | +1,854 | 12.01% | Q1 2026 | May 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 17,273 | 1,653 | 0.49% | 0.53% | 187 | -170 | -0.97% | Q1 2026 | Apr 06, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 17,148 | 1,641 | 0.19% | 0.15% | 189 | +3,163 | 22.62% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 17,149 | 1,641 | 0.04% | 0.04% | 188 | +157 | 0.92% | Q1 2026 | Apr 29, 2026 |
| Quantum Portfolio Management LLC | History | No change | 16,365 | 1,566 | 0.68% | 0.7% | 190 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 16,174 | 1,548 | 0.03% | 0.03% | 191 | +1,562 | 10.69% | Q1 2026 | Apr 27, 2026 |
| NWAM LLC | History | Added to | 15,986 | 1,530 | 0.09% | 0.08% | 192 | +724 | 4.74% | Q1 2026 | May 04, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 15,741 | 1,506 | 0.11% | 0.13% | 193 | -5,481 | -25.83% | Q1 2026 | Apr 16, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 15,497 | 1,483 | 0.85% | 0.88% | 194 | +147 | 0.96% | Q1 2026 | Apr 16, 2026 |
| Kelsey Financial, LLC | History | Added to | 15,386 | 1,472 | 1.29% | 1.26% | 195 | +342 | 2.27% | Q1 2026 | May 06, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 15,256 | 1,460 | 0.19% | 0.19% | 196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 14,919 | 1,428 | 0.2% | 0.27% | 197 | -2,341 | -13.56% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 14,821 | 1,418 | 0.0% | 0.0% | 198 | -2,908 | -16.4% | Q1 2026 | Apr 08, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 14,448 | 1,383 | 0.09% | 0.07% | 199 | +3,751 | 35.07% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Reduced | 14,351 | 1,374 | 0.0% | 0.0% | 200 | -158 | -1.09% | Q1 2026 | May 14, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 14,310 | 1,369 | 0.09% | 0.06% | 201 | +7,677 | 115.74% | Q1 2026 | May 18, 2026 |
| SageView Advisory Group, LLC | History | No change | 14,015 | 1,362 | 0.05% | 0.05% | 202 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Chandler Asset Management, Inc. | History | Reduced | 14,196 | 1,358 | 0.21% | 4.3% | 203 | -265,630 | -94.93% | Q1 2026 | May 14, 2026 |
| NICOLET BANKSHARES INC | History | New | 14,175 | 1,356 | 0.05% | — | 204 | +14,175 | New | Q1 2026 | May 14, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 13,898 | 1,351 | 0.15% | 0.15% | 205 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 14,106 | 1,350 | 0.27% | 0.22% | 206 | +2,968 | 26.65% | Q1 2026 | Apr 13, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 13,965 | 1,336 | 0.19% | 0.18% | 207 | +433 | 3.2% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,907 | 1,331 | 0.02% | 0.01% | 208 | +9,494 | 215.14% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 13,411 | 1,283 | 0.02% | 0.02% | 209 | +1,065 | 8.63% | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | Reduced | 13,256 | 1,268 | 0.0% | 0.0% | 210 | -8,489 | -39.04% | Q1 2026 | May 11, 2026 |
| Ascent Group, LLC | History | Added to | 12,881 | 1,232 | 0.04% | 0.04% | 211 | +1,255 | 10.79% | Q1 2026 | May 15, 2026 |
| First Western Trust Bank | History | Added to | 12,843 | 1,229 | 0.06% | 0.06% | 212 | +23 | 0.18% | Q1 2026 | May 12, 2026 |
| Lorne Steinberg Wealth Management Inc. | History | New | 12,750 | 1,220 | 0.29% | — | 213 | +12,750 | New | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 12,662 | 1,211 | 0.0% | 0.0% | 214 | -2,708 | -17.62% | Q1 2026 | May 14, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 12,605 | 1,206 | 1.17% | 1.14% | 215 | +650 | 5.44% | Q1 2026 | May 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 12,493 | 1,195 | 0.03% | 0.03% | 216 | +2,514 | 25.19% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO | History | Added to | 12,373 | 1,186 | 0.01% | 0.01% | 217 | +174 | 1.43% | Q1 2026 | Apr 28, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 12,377 | 1,184 | 0.02% | 0.02% | 218 | +1,172 | 10.46% | Q1 2026 | Apr 10, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 12,315 | 1,178 | 0.57% | — | 219 | +12,315 | New | Q1 2026 | Apr 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 12,255 | 1,173 | 0.05% | 0.05% | 220 | +188 | 1.56% | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 11,834 | 1,132 | 0.06% | 0.06% | 221 | +176 | 1.51% | Q1 2026 | Apr 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 11,698 | 1,119 | 0.03% | 0.04% | 222 | -3,793 | -24.49% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 11,594 | 1,118 | 0.02% | 0.05% | 223 | +708 | 6.5% | Q1 2026 | May 01, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 11,600 | 1,110 | 0.01% | 0.01% | 224 | -42 | -0.36% | Q1 2026 | Apr 21, 2026 |
| Oakmont Advisory Group, LLC | History | Reduced | 11,507 | 1,101 | 1.12% | 1.38% | 225 | -1,766 | -13.31% | Q1 2026 | May 12, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 11,388 | 1,090 | 0.71% | 0.67% | 226 | +183 | 1.63% | Q1 2026 | Apr 15, 2026 |
| Capital CS Group, LLC | History | Added to | 11,384 | 1,089 | 2.24% | 1.7% | 227 | +22 | 0.19% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 11,203 | 1,072 | 0.01% | 0.01% | 228 | +200 | 1.82% | Q1 2026 | May 05, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 11,133 | 1,065 | 0.32% | 0.47% | 229 | -2,015 | -15.33% | Q1 2026 | May 08, 2026 |
| American Money Management, LLC | History | New | 11,000 | 1,052 | 0.17% | — | 230 | +11,000 | New | Q1 2026 | May 11, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 11,045 | 1,046 | 0.16% | 0.18% | 231 | -907 | -7.59% | Q1 2026 | May 07, 2026 |
| BANK OF NOVA SCOTIA | History | New | 10,612 | 1,015 | 0.0% | — | 232 | +10,612 | New | Q1 2026 | May 14, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 10,077 | 964 | 0.03% | 0.06% | 233 | -12,880 | -56.1% | Q1 2026 | May 18, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 9,961 | 953 | 0.02% | 0.02% | 234 | -85 | -0.85% | Q1 2026 | Apr 10, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 9,835 | 941 | 0.01% | 0.01% | 235 | -345 | -3.39% | Q1 2026 | Apr 23, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 9,669 | 925 | 0.12% | 0.37% | 236 | -19,413 | -66.75% | Q1 2026 | Apr 16, 2026 |
| Freedom Financial Partners LLC | History | Added to | 9,630 | 921 | 0.33% | 0.33% | 237 | +432 | 4.7% | Q1 2026 | Apr 16, 2026 |
| HOURGLASS CAPITAL, LLC | History | New | 9,500 | 909 | 0.19% | — | 238 | +9,500 | New | Q1 2026 | May 04, 2026 |
| Covenant Partners, LLC | History | No change | 9,158 | 890 | 0.26% | 0.26% | 239 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| North Star Investment Management Corp. | History | Added to | 9,210 | 881 | 0.05% | 0.01% | 240 | +7,660 | 494.19% | Q1 2026 | Apr 23, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 9,200 | 880 | 0.0% | 0.0% | 241 | +4,900 | 113.95% | Q1 2026 | May 12, 2026 |
| Tactive Advisors, LLC | History | Reduced | 9,096 | 870 | 0.25% | 0.26% | 242 | -158 | -1.71% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 9,027 | 864 | 0.03% | 0.03% | 243 | -7,097 | -44.02% | Q1 2026 | Apr 23, 2026 |
| Global View Capital Management LLC | History | Reduced | 9,033 | 864 | 0.23% | 0.21% | 245 | -2,569 | -22.14% | Q1 2026 | May 04, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 9,032 | 864 | 0.24% | 0.31% | 244 | -2,050 | -18.5% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 8,896 | 851 | 0.0% | 0.0% | 246 | +3,914 | 78.56% | Q1 2026 | May 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 8,780 | 840 | 0.53% | 0.22% | 248 | +1,843 | 26.57% | Q1 2026 | May 01, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 8,784 | 840 | 0.48% | 0.58% | 247 | -1,669 | -15.97% | Q1 2026 | Apr 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 8,754 | 837 | 0.01% | 0.01% | 249 | -98 | -1.11% | Q1 2026 | May 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 8,621 | 825 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Genesis Financial Group, LLC | History | Reduced | 8,414 | 805 | 0.51% | 0.49% | 251 | -222 | -2.57% | Q1 2026 | May 18, 2026 |
| Cedrus Wealth Group LLC | History | New | 8,402 | 804 | 0.89% | — | 252 | +8,402 | New | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 8,396 | 803 | 0.0% | 0.0% | 253 | -4,586 | -35.33% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,263 | 790 | 0.01% | 0.01% | 254 | +880 | 11.92% | Q1 2026 | Apr 20, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 8,070 | 772 | 0.03% | 0.14% | 255 | -32,931 | -80.32% | Q1 2026 | Apr 07, 2026 |
| Blue Capital, Inc. | History | New | 8,004 | 766 | 0.5% | — | 256 | +8,004 | New | Q1 2026 | Apr 24, 2026 |
| Visionary Wealth Advisors | History | Added to | 7,808 | 747 | 0.03% | 0.03% | 257 | +137 | 1.79% | Q1 2026 | May 13, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 7,691 | 736 | 0.01% | 0.01% | 258 | -2,287 | -22.92% | Q1 2026 | Apr 15, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 7,664 | 733 | 0.58% | 0.5% | 259 | +516 | 7.22% | Q1 2026 | Apr 13, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 7,577 | 725 | 0.24% | 0.26% | 260 | -555 | -6.82% | Q1 2026 | May 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 7,568 | 724 | 0.07% | 0.07% | 261 | +51 | 0.68% | Q1 2026 | Apr 27, 2026 |
| Headlands Technologies LLC | History | New | 7,507 | 718 | 0.08% | — | 262 | +7,507 | New | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 7,429 | 711 | 0.06% | 0.06% | 263 | -556 | -6.96% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 38,157 | 691 | 0.03% | 0.01% | 264 | +4,990 | 15.05% | Q1 2026 | May 15, 2026 |
| Integrated Capital Management, LLC | History | Added to | 7,036 | 673 | 0.28% | 0.28% | 265 | +235 | 3.46% | Q1 2026 | Apr 17, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 7,001 | 670 | 0.16% | 1.3% | 267 | -47,874 | -87.24% | Q1 2026 | Apr 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 7,082 | 670 | 0.0% | 0.0% | 266 | -1,934 | -21.45% | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 6,987 | 668 | 0.15% | 0.21% | 268 | -1,846 | -20.9% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 6,972 | 667 | 0.0% | 0.0% | 269 | -1,675 | -19.37% | Q1 2026 | Apr 30, 2026 |
| Probity Advisors, Inc. | History | Added to | 6,965 | 666 | 0.11% | 0.11% | 270 | +52 | 0.75% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 6,955 | 665 | 0.17% | 0.1% | 271 | +2,989 | 75.37% | Q1 2026 | Apr 17, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 6,919 | 662 | 0.02% | 0.03% | 272 | -2,554 | -26.96% | Q1 2026 | May 06, 2026 |
| Sharper & Granite LLC | History | Added to | 6,867 | 657 | 0.22% | 0.22% | 273 | +514 | 8.09% | Q1 2026 | Apr 08, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 6,863 | 653 | 0.32% | 0.27% | 274 | +1,369 | 24.92% | Q1 2026 | Apr 20, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 6,772 | 648 | 0.44% | 0.38% | 275 | +960 | 16.52% | Q1 2026 | May 04, 2026 |
| Advisory Alpha, LLC | History | Reduced | 6,700 | 641 | 0.02% | 0.02% | 276 | -220 | -3.18% | Q1 2026 | May 14, 2026 |
| Auour Investments LLC | History | Reduced | 6,677 | 639 | 0.2% | 0.21% | 277 | -12 | -0.18% | Q1 2026 | Apr 20, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 6,667 | 638 | 1.43% | 0.6% | 278 | +3,894 | 140.43% | Q1 2026 | Apr 27, 2026 |
| Livet Wealth, LLC | History | Added to | 6,660 | 637 | 0.4% | 0.39% | 279 | +92 | 1.4% | Q1 2026 | Apr 24, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 6,634 | 635 | 0.02% | 0.02% | 280 | +164 | 2.53% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 6,500 | 622 | 0.1% | 0.1% | 281 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 6,435 | 615 | 0.38% | — | 282 | +6,435 | New | Q1 2026 | Apr 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 6,396 | 612 | 0.02% | 0.0% | 283 | +4,078 | 175.93% | Q1 2026 | Apr 29, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 6,396 | 612 | 0.2% | 0.21% | 284 | +94 | 1.49% | Q1 2026 | Apr 24, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 6,117 | 585 | 0.32% | 0.31% | 285 | +68 | 1.12% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 6,106 | 584 | 0.02% | 0.02% | 286 | +1,003 | 19.66% | Q1 2026 | May 11, 2026 |
| Inscription Capital, LLC | History | Added to | 5,981 | 572 | 0.06% | 0.06% | 287 | +15 | 0.25% | Q1 2026 | Apr 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 5,914 | 566 | 0.01% | 0.01% | 288 | -367 | -5.84% | Q1 2026 | May 15, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 5,884 | 563 | 1.01% | 0.56% | 289 | +2,858 | 94.45% | Q1 2026 | Apr 14, 2026 |
| United Advisor Group, LLC | History | Added to | 5,887 | 563 | 0.07% | 0.07% | 290 | +358 | 6.47% | Q1 2026 | Apr 17, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 5,834 | 558 | 0.59% | 0.45% | 291 | +3,374 | 137.15% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 5,796 | 554 | 0.02% | 0.02% | 292 | +642 | 12.46% | Q1 2026 | May 13, 2026 |
| AlTi Global, Inc. | History | Reduced | 5,544 | 530 | 0.01% | 0.01% | 294 | -502 | -8.3% | Q1 2026 | May 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 5,547 | 530 | 0.02% | 0.02% | 293 | +99 | 1.82% | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | No change | 5,493 | 525 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 5,429 | 519 | 0.08% | 0.08% | 296 | -150 | -2.69% | Q1 2026 | May 05, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 5,414 | 518 | 0.12% | 0.12% | 297 | +121 | 2.29% | Q1 2026 | Apr 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 5,380 | 514 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 5,308 | 508 | 0.05% | 0.05% | 299 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 5,100 | 488 | 0.07% | 0.08% | 300 | -1,000 | -16.39% | Q1 2026 | May 15, 2026 |