FIRST TRUST EXCHANGE-TRADED FUND IV - KNG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 5,556,373 | 270,650 | 0.07% | 0.08% | 1 | -141,869 | -2.49% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 5,464,054 | 266,154 | 0.02% | 0.02% | 2 | +96,311 | 1.79% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,212,755 | 156,493 | 0.03% | 0.03% | 3 | -194,291 | -5.7% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,287,931 | 111,445 | 0.03% | 0.03% | 4 | +133,638 | 6.2% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 2,079,331 | 101,284 | 0.02% | 0.02% | 5 | -30,968 | -1.47% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,338,564 | 65,201 | 0.02% | 0.02% | 6 | +26,314 | 2.01% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,201,943 | 58,546 | 0.08% | 0.08% | 7 | +6,418 | 0.54% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,187,254 | 57,831 | 0.01% | 0.01% | 8 | +1,725 | 0.15% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,071,859 | 52,210 | 0.06% | 0.06% | 9 | +5,939 | 0.56% | Q1 2026 | May 13, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 510,992 | 24,890 | 5.03% | 5.55% | 10 | -20,540 | -3.86% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 509,591 | 24,822 | 0.36% | 0.39% | 11 | -6,948 | -1.35% | Q1 2026 | Apr 17, 2026 |
| PSI Advisors, LLC | History | Added to | 507,545 | 24,722 | 5.92% | 5.32% | 12 | +76,709 | 17.8% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 506,073 | 24,650 | 0.4% | 0.07% | 13 | +433,799 | 600.21% | Q1 2026 | May 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 436,738 | 21,275 | 0.03% | 0.04% | 14 | -152,274 | -25.85% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 397,008 | 19,338 | 0.03% | 0.03% | 15 | -11,686 | -2.86% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 389,401 | 18,967 | 0.03% | 0.03% | 16 | +7,694 | 2.02% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 387,493 | 18,874 | 0.07% | 0.07% | 17 | +64,147 | 19.84% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 385,974 | 18,801 | 0.05% | 0.04% | 18 | +74,198 | 23.8% | Q1 2026 | Apr 22, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 359,204 | 17,496 | 2.17% | 2.19% | 19 | +3,206 | 0.9% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Added to | 334,232 | 16,280 | 0.19% | 0.18% | 20 | +6,719 | 2.05% | Q1 2026 | Apr 16, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 324,610 | 15,812 | 0.01% | 0.01% | 21 | +20,589 | 6.77% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 298,217 | 14,526 | 0.07% | 0.05% | 22 | +107,570 | 56.42% | Q1 2026 | May 08, 2026 |
| Solitude Financial Services | History | Added to | 272,015 | 13,374 | 3.96% | 4.2% | 23 | +12,881 | 4.97% | Q1 2026 | Apr 16, 2026 |
| Curran Financial Partners, LLC | History | Added to | 269,732 | 13,138 | 2.35% | 2.31% | 24 | +22,062 | 8.91% | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 263,944 | 12,857 | 0.03% | 0.03% | 25 | -2,382 | -0.89% | Q1 2026 | Apr 30, 2026 |
| SlateStone Wealth, LLC | History | Added to | 259,911 | 12,660 | 1.04% | 1.02% | 26 | +10,703 | 4.29% | Q1 2026 | May 14, 2026 |
| Compass Financial Services Inc | History | Reduced | 257,645 | 12,549 | 5.44% | 7.44% | 27 | -93,389 | -26.6% | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Reduced | 208,412 | 10,150 | 0.05% | 0.06% | 28 | -9,341 | -4.29% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 197,346 | 9,612 | 0.1% | 0.04% | 29 | +161,201 | 445.98% | Q1 2026 | May 12, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 196,035 | 9,548 | 4.9% | 4.75% | 30 | +7,512 | 3.98% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 194,480 | 9,473 | 0.15% | 0.16% | 31 | +29,206 | 17.67% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 186,568 | 9,087 | 0.03% | 0.03% | 32 | -63,615 | -25.43% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 174,273 | 8,488 | 0.02% | 0.01% | 33 | +32,186 | 22.65% | Q1 2026 | Apr 08, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 168,898 | 8,227 | 1.38% | 0.41% | 34 | +121,888 | 259.28% | Q1 2026 | Apr 30, 2026 |
| Argent Advisors, Inc. | History | Added to | 163,926 | 7,984 | 2.18% | 2.08% | 35 | +11,985 | 7.89% | Q1 2026 | Apr 24, 2026 |
| Private Advisor Group, LLC | History | Reduced | 160,658 | 7,825 | 0.04% | 0.04% | 36 | -7,007 | -4.18% | Q1 2026 | Apr 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 154,675 | 7,534 | 0.11% | 0.0% | 37 | +149,237 | 2744.34% | Q1 2026 | May 13, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 148,024 | 7,210 | 1.7% | 2.05% | 38 | -30,650 | -17.15% | Q1 2026 | Apr 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 145,516 | 7,088 | 0.16% | 0.17% | 39 | -13,529 | -8.51% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 144,325 | 7,030 | 0.06% | 0.1% | 40 | -21,626 | -13.03% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 130,802 | 6,371 | 0.17% | 0.16% | 41 | +7,001 | 5.66% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 122,947 | 5,988 | 0.01% | 0.01% | 42 | +17,582 | 16.69% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 120,998 | 5,894 | 0.05% | — | 43 | +120,998 | New | Q1 2026 | Apr 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 116,141 | 5,657 | 0.34% | 0.34% | 44 | +5,003 | 4.5% | Q1 2026 | Apr 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 107,125 | 5,218 | 0.41% | 0.4% | 45 | +21,275 | 24.78% | Q1 2026 | Apr 16, 2026 |
| Indivisible Partners | History | Added to | 102,589 | 4,997 | 0.44% | 0.48% | 46 | +12,931 | 14.42% | Q1 2026 | Apr 30, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 99,814 | 4,861 | 0.19% | 0.19% | 47 | +65,923 | 194.51% | Q1 2026 | May 15, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 98,779 | 4,811 | 0.89% | 0.89% | 48 | +2,924 | 3.05% | Q1 2026 | Apr 15, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 98,607 | 4,803 | 2.71% | 2.73% | 49 | +3,566 | 3.75% | Q1 2026 | Apr 20, 2026 |
| Prospera Financial Services Inc | History | Added to | 96,432 | 4,697 | 0.08% | 0.07% | 50 | +6,250 | 6.93% | Q1 2026 | Apr 14, 2026 |
| PFS Partners, LLC | History | Added to | 96,281 | 4,689 | 2.15% | 2.11% | 51 | +2,612 | 2.79% | Q1 2026 | Apr 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 94,826 | 4,619 | 0.0% | 0.01% | 52 | -399 | -0.42% | Q1 2026 | May 05, 2026 |
| Z3 Capital Partners, LLC | History | Reduced | 88,615 | 4,316 | 1.09% | 1.06% | 53 | -849 | -0.95% | Q1 2026 | May 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 88,382 | 4,305 | 0.03% | 0.03% | 55 | +5,325 | 6.41% | Q1 2026 | May 14, 2026 |
| TKG Advisors, LLC | History | Added to | 88,388 | 4,305 | 1.78% | 1.73% | 54 | +877 | 1.0% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 87,701 | 4,271 | 0.04% | 0.07% | 56 | -49,245 | -35.96% | Q1 2026 | Apr 07, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 82,386 | 4,013 | 0.04% | 0.04% | 57 | -443 | -0.53% | Q1 2026 | May 08, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 82,007 | 3,994 | 0.42% | 0.39% | 58 | +3,400 | 4.33% | Q1 2026 | Apr 09, 2026 |
| Next Level Private LLC | History | Added to | 81,383 | 3,964 | 0.9% | 0.86% | 59 | +14,941 | 22.49% | Q1 2026 | Apr 23, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 79,409 | 3,868 | 0.0% | 0.0% | 60 | +64,912 | 447.76% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Added to | 79,302 | 3,862 | 0.07% | 0.07% | 61 | +7,120 | 9.86% | Q1 2026 | Apr 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 78,091 | 3,803 | 0.04% | 0.05% | 62 | -6,418 | -7.59% | Q1 2026 | Apr 20, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 77,532 | 3,776 | 0.02% | 0.02% | 63 | +12,070 | 18.44% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 76,246 | 3,713 | 0.1% | 0.11% | 64 | +2,711 | 3.69% | Q1 2026 | May 13, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 75,392 | 3,672 | 1.69% | 1.41% | 65 | +12,480 | 19.84% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Reduced | 75,141 | 3,660 | 0.0% | 0.0% | 66 | -967 | -1.27% | Q1 2026 | May 13, 2026 |
| G&S Capital LLC | History | Added to | 73,615 | 3,585 | 1.26% | 1.22% | 67 | +3,609 | 5.16% | Q1 2026 | Apr 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 69,368 | 3,378 | 0.23% | 0.21% | 68 | +5,500 | 8.61% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 69,012 | 3,361 | 0.04% | 0.02% | 69 | +38,528 | 126.39% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Added to | 62,085 | 3,024 | 0.0% | 0.0% | 70 | +4,543 | 7.9% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Added to | 61,307 | 2,986 | 0.61% | 0.62% | 71 | +2,485 | 4.22% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | New | 60,887 | 2,965 | 0.0% | — | 72 | +60,887 | New | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 59,927 | 2,919 | 0.02% | 0.02% | 73 | +9,455 | 18.73% | Q1 2026 | May 15, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 59,162 | 2,881 | 0.64% | 0.6% | 74 | +3,495 | 6.28% | Q1 2026 | May 21, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 57,797 | 2,815 | 0.53% | 0.57% | 75 | +28,518 | 97.4% | Q1 2026 | Apr 29, 2026 |
| NewEdge Wealth, LLC | History | No change | 57,700 | 2,810 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 57,482 | 2,799 | 0.06% | 0.07% | 77 | -2,299 | -3.85% | Q1 2026 | Apr 13, 2026 |
| Gerald Baker Financial Group LLC | History | New | 56,462 | 2,750 | 0.87% | — | 78 | +56,462 | New | Q1 2026 | May 06, 2026 |
| Strategic Financial Concepts, LLC | History | New | 56,357 | 2,745 | 0.68% | — | 79 | +56,357 | New | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 56,278 | 2,741 | 0.1% | 0.05% | 80 | +30,597 | 119.14% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 55,793 | 2,717 | 0.03% | 0.03% | 81 | +3,646 | 6.99% | Q1 2026 | Apr 20, 2026 |
| Econ Financial Services Corp | History | Reduced | 53,778 | 2,619 | 1.22% | 1.8% | 82 | -19,062 | -26.17% | Q1 2026 | Apr 21, 2026 |
| Sequent Planning LLC | History | Added to | 52,423 | 2,553 | 0.62% | 0.62% | 83 | +2,719 | 5.47% | Q1 2026 | Apr 21, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 50,656 | 2,467 | 0.62% | 0.56% | 84 | +1,751 | 3.58% | Q1 2026 | Apr 30, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 47,063 | 2,292 | 0.84% | 0.86% | 85 | -1,586 | -3.26% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 46,661 | 2,272 | 0.17% | 0.16% | 86 | -732 | -1.54% | Q1 2026 | May 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 45,586 | 2,220 | 0.11% | 0.12% | 87 | -29 | -0.06% | Q1 2026 | Apr 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 45,546 | 2,218 | 0.16% | 0.14% | 88 | +2,527 | 5.87% | Q1 2026 | Apr 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 119,418 | 2,214 | 0.1% | 0.03% | 89 | -36,105 | -23.22% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 45,046 | 2,194 | 0.24% | 0.38% | 90 | -24,222 | -34.97% | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 44,517 | 2,168 | 0.01% | 0.01% | 91 | +7,056 | 18.84% | Q1 2026 | May 05, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 43,235 | 2,105 | 1.13% | 1.19% | 92 | -605 | -1.38% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 41,674 | 2,048 | 0.01% | 0.02% | 93 | -5,169 | -11.03% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 41,942 | 2,043 | 0.05% | 0.05% | 94 | +3,826 | 10.04% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 40,243 | 1,960 | 0.12% | 0.1% | 95 | +9,639 | 31.5% | Q1 2026 | May 15, 2026 |
| Maia Wealth LLC | History | Added to | 40,064 | 1,951 | 0.33% | 0.35% | 96 | +1,231 | 3.17% | Q1 2026 | May 08, 2026 |
| Motiv8 Investments LLC | History | No change | 39,130 | 1,923 | 1.05% | 1.05% | 97 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 39,283 | 1,913 | 0.1% | 0.1% | 98 | -375 | -0.95% | Q1 2026 | Apr 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 35,034 | 1,706 | 0.05% | 0.06% | 99 | -444 | -1.25% | Q1 2026 | Apr 08, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 33,876 | 1,650 | 0.33% | 0.28% | 100 | +6,816 | 25.19% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | Reduced | 33,546 | 1,634 | 0.0% | 0.0% | 101 | -434 | -1.28% | Q1 2026 | May 14, 2026 |
| Tandem Financial, LLC | History | Reduced | 33,176 | 1,616 | 0.51% | 8.0% | 103 | -99,660 | -75.02% | Q1 2026 | May 08, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 33,192 | 1,616 | 0.71% | 0.87% | 102 | -8,886 | -21.12% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 33,068 | 1,610 | 0.01% | 0.01% | 104 | +41 | 0.12% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 33,023 | 1,608 | 0.8% | 0.36% | 105 | +17,748 | 116.19% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 32,494 | 1,582 | 0.0% | 0.0% | 106 | +1,034 | 3.29% | Q1 2026 | May 15, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 31,868 | 1,552 | 1.53% | 1.52% | 107 | -675 | -2.07% | Q1 2026 | May 06, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 31,582 | 1,538 | 0.39% | 0.57% | 108 | -13,552 | -30.03% | Q1 2026 | Apr 09, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 31,027 | 1,524 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 30,354 | 1,478 | 0.64% | 0.4% | 110 | +11,804 | 63.63% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 30,251 | 1,473 | 0.01% | 0.01% | 111 | -12,857 | -29.83% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Reduced | 29,378 | 1,430 | 0.04% | 0.1% | 112 | -47,045 | -61.56% | Q1 2026 | May 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 28,938 | 1,409 | 0.04% | 0.03% | 113 | +7,348 | 34.03% | Q1 2026 | Apr 07, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 28,767 | 1,401 | 0.48% | 0.45% | 114 | +1,445 | 5.29% | Q1 2026 | May 04, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 28,539 | 1,390 | 0.04% | 0.05% | 115 | -2,860 | -9.11% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 28,290 | 1,377 | 0.05% | 0.05% | 116 | +212 | 0.76% | Q1 2026 | Apr 07, 2026 |
| COMERICA BANK | History | No change | 27,981 | 1,375 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 28,193 | 1,373 | 0.0% | 0.0% | 118 | +2,697 | 10.58% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 27,693 | 1,348 | 0.06% | 0.06% | 119 | -1,081 | -3.76% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 26,988 | 1,314 | 0.0% | 0.0% | 120 | +26,583 | 6563.7% | Q1 2026 | May 01, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 26,848 | 1,307 | 1.16% | 1.25% | 121 | -1,378 | -4.88% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 26,477 | 1,289 | 0.03% | 0.03% | 122 | -1,428 | -5.12% | Q1 2026 | May 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 26,273 | 1,279 | 0.0% | 0.0% | 123 | +6,629 | 33.75% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 25,477 | 1,240 | 0.02% | 0.03% | 124 | -10,030 | -28.25% | Q1 2026 | Apr 27, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 25,121 | 1,223 | 0.48% | 0.36% | 125 | +6,087 | 31.98% | Q1 2026 | Apr 21, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 24,795 | 1,207 | 0.02% | 0.02% | 126 | +204 | 0.83% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 24,636 | 1,200 | 0.01% | 0.01% | 127 | +357 | 1.47% | Q1 2026 | Apr 28, 2026 |
| Schulz Wealth, LTD. | History | No change | 24,225 | 1,190 | 0.76% | 0.76% | 128 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 24,303 | 1,183 | 0.32% | 0.35% | 129 | -506 | -2.04% | Q1 2026 | May 05, 2026 |
| Mutual Advisors, LLC | History | Reduced | 23,017 | 1,121 | 0.02% | 0.03% | 130 | -6,266 | -21.4% | Q1 2026 | May 01, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 23,013 | 1,120 | 0.04% | 0.04% | 131 | -692 | -2.92% | Q1 2026 | May 11, 2026 |
| TCFG Investment Advisors, LLC | History | New | 22,923 | 1,116 | 0.42% | — | 133 | +22,923 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 22,923 | 1,116 | 0.42% | 0.44% | 132 | +42 | 0.18% | Q1 2026 | Apr 23, 2026 |
| Stillwater Wealth Management Group | History | Added to | 22,700 | 1,105 | 0.68% | 0.75% | 134 | +75 | 0.33% | Q1 2026 | May 11, 2026 |
| Ignite Planners, LLC | History | Added to | 22,593 | 1,100 | 0.17% | 0.13% | 135 | +6,010 | 36.24% | Q1 2026 | Apr 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 22,481 | 1,094 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 22,123 | 1,072 | 0.13% | 1.51% | 137 | -175,617 | -88.81% | Q1 2026 | Jun 01, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 21,407 | 1,042 | 0.36% | 0.39% | 138 | -560 | -2.55% | Q1 2026 | Apr 15, 2026 |
| StoneX Group Inc. | History | Reduced | 20,952 | 1,020 | 0.05% | 0.09% | 139 | -20,644 | -49.63% | Q1 2026 | May 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 20,630 | 1,004 | 0.06% | 0.06% | 140 | +11,018 | 114.63% | Q1 2026 | Apr 22, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 20,110 | 979 | 0.11% | 0.14% | 141 | -5,810 | -22.42% | Q1 2026 | May 04, 2026 |
| Tempo Wealth, LLC | History | Reduced | 19,312 | 940 | 0.16% | 0.19% | 142 | -2,570 | -11.74% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 19,237 | 937 | 0.04% | 0.04% | 143 | -3,570 | -15.65% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 19,224 | 936 | 0.0% | 0.0% | 144 | +11,091 | 136.37% | Q1 2026 | May 07, 2026 |
| NCM Capital Management, LLC | History | Added to | 19,207 | 935 | 0.33% | 0.33% | 145 | +1,205 | 6.69% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 19,408 | 934 | 0.0% | 0.0% | 146 | +19,381 | 71781.48% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 18,277 | 890 | 0.04% | — | 147 | +18,277 | New | Q1 2026 | May 14, 2026 |
| Private Advisory Group LLC | History | Reduced | 17,797 | 866 | 0.06% | 0.41% | 148 | -89,346 | -83.39% | Q1 2026 | May 08, 2026 |
| APS Management Group, Inc. | History | Added to | 17,674 | 860 | 0.74% | 0.66% | 149 | +1,905 | 12.08% | Q1 2026 | Apr 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 17,069 | 831 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Merit Financial Group, LLC | History | Reduced | 16,916 | 823 | 0.01% | 0.01% | 151 | -15,792 | -48.28% | Q1 2026 | Apr 15, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 16,729 | 814 | 0.11% | 0.11% | 152 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 16,437 | 800 | 0.01% | 0.02% | 153 | -2,305 | -12.3% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 16,204 | 789 | 0.04% | 0.03% | 154 | +2,531 | 18.51% | Q1 2026 | May 18, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 16,134 | 785 | 0.2% | 0.22% | 155 | -91 | -0.56% | Q1 2026 | Apr 29, 2026 |
| MTM Investment Management, LLC | History | Added to | 15,710 | 765 | 0.24% | 0.19% | 156 | +3,870 | 32.69% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 15,252 | 742 | 0.06% | 0.07% | 157 | -2,474 | -13.96% | Q1 2026 | Apr 14, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 14,774 | 728 | 0.94% | 0.94% | 158 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 14,878 | 724 | 0.03% | 0.03% | 159 | +589 | 4.12% | Q1 2026 | Apr 28, 2026 |
| Core Wealth Partners LLC | History | Added to | 14,405 | 701 | 0.33% | 0.3% | 160 | +671 | 4.89% | Q1 2026 | May 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 13,724 | 668 | 0.01% | 0.01% | 161 | -338 | -2.4% | Q1 2026 | May 08, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 13,635 | 664 | 0.04% | 0.05% | 162 | -3,066 | -18.36% | Q1 2026 | May 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 13,530 | 659 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 13,519 | 658 | 0.01% | 0.01% | 164 | -7,312 | -35.1% | Q1 2026 | May 05, 2026 |
| Harvest Investment Services, LLC | History | Added to | 13,331 | 649 | 0.12% | 0.12% | 165 | +124 | 0.94% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 11,632 | 609 | 0.05% | 0.06% | 166 | -1,506 | -11.46% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,470 | 607 | 0.01% | 0.01% | 167 | -976 | -7.26% | Q1 2026 | May 15, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 12,454 | 606 | 0.25% | 0.29% | 168 | +59 | 0.48% | Q1 2026 | Apr 17, 2026 |
| PFG Investments, LLC | History | No change | 12,117 | 590 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 11,998 | 584 | 0.36% | 0.38% | 170 | -352 | -2.85% | Q1 2026 | Apr 07, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 11,860 | 577 | 0.02% | 0.02% | 171 | +180 | 1.54% | Q1 2026 | May 12, 2026 |
| Herold Advisors, Inc. | History | Added to | 11,471 | 558 | 0.12% | 0.12% | 173 | +803 | 7.53% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 11,471 | 558 | 0.02% | 0.03% | 172 | -597 | -4.95% | Q1 2026 | May 19, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 11,393 | 554 | 0.0% | 0.0% | 174 | -16,955 | -59.81% | Q1 2026 | May 15, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 11,390 | 554 | 0.24% | 0.35% | 175 | -4,156 | -26.73% | Q1 2026 | Apr 27, 2026 |
| 1776 Wealth LLC | History | No change | 11,337 | 552 | 0.22% | 0.21% | 176 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 11,200 | 545 | 0.01% | 0.01% | 177 | -1,200 | -9.68% | Q1 2026 | May 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 11,200 | 545 | 0.28% | 0.32% | 178 | -1,180 | -9.53% | Q1 2026 | Apr 10, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 10,536 | 513 | 0.2% | 0.19% | 179 | +79 | 0.76% | Q1 2026 | Apr 24, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 10,429 | 507 | 0.15% | 0.16% | 180 | -365 | -3.38% | Q1 2026 | May 08, 2026 |
| Balboa Wealth Partners | History | Reduced | 10,268 | 500 | 0.08% | 0.1% | 181 | -2,089 | -16.91% | Q1 2026 | Apr 16, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 10,238 | 498 | 0.32% | 0.33% | 182 | +219 | 2.19% | Q1 2026 | Apr 10, 2026 |
| Marion Wealth Management | History | Added to | 10,192 | 496 | 0.11% | 0.11% | 183 | +158 | 1.57% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 9,997 | 486 | 0.01% | 0.01% | 184 | +435 | 4.55% | Q1 2026 | Apr 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 9,961 | 485 | 0.0% | 0.0% | 185 | -10,551 | -51.44% | Q1 2026 | Apr 29, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 9,863 | 480 | 0.03% | 0.04% | 186 | -125 | -1.25% | Q1 2026 | May 05, 2026 |
| NOVEM GROUP | History | Added to | 9,291 | 452 | 0.05% | 0.05% | 187 | +565 | 6.47% | Q1 2026 | Apr 10, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 9,128 | 448 | 0.15% | 0.15% | 188 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Inspire Advisors, LLC | History | New | 9,138 | 445 | 0.04% | — | 189 | +9,138 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | New | 8,882 | 432 | 0.0% | — | 190 | +8,882 | New | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 8,747 | 426 | 0.01% | 0.01% | 191 | -2,076 | -19.18% | Q1 2026 | Apr 23, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 8,546 | 416 | 0.01% | 0.04% | 192 | -36,701 | -81.11% | Q1 2026 | May 14, 2026 |
| IFS Group,LLC | History | New | 8,494 | 413 | 0.37% | — | 194 | +8,494 | New | Q1 2026 | May 18, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 8,480 | 413 | 0.02% | 0.03% | 193 | -731 | -7.94% | Q1 2026 | Apr 24, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 8,446 | 411 | 0.18% | 0.17% | 195 | +404 | 5.02% | Q1 2026 | May 01, 2026 |
| Semus Wealth Partners LLC | History | Added to | 8,434 | 410 | 0.23% | 0.22% | 196 | +62 | 0.74% | Q1 2026 | Apr 24, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 8,312 | 404 | 0.04% | 0.05% | 197 | -628 | -7.02% | Q1 2026 | Apr 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 7,917 | 385 | 0.01% | — | 198 | +7,917 | New | Q1 2026 | May 07, 2026 |
| WINNOW WEALTH LLC | History | Added to | 7,844 | 382 | 0.29% | 0.23% | 199 | +1,664 | 26.93% | Q1 2026 | May 19, 2026 |
| Capital Analysts, LLC | History | Reduced | 7,837 | 381 | 0.01% | 0.01% | 200 | -20 | -0.25% | Q1 2026 | May 14, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 7,723 | 376 | 0.1% | 0.11% | 201 | -674 | -8.03% | Q1 2026 | Apr 27, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 7,705 | 375 | 0.17% | 0.48% | 202 | -19,810 | -72.0% | Q1 2026 | May 05, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 7,670 | 373 | 0.02% | 0.02% | 203 | -95 | -1.22% | Q1 2026 | May 12, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 7,584 | 369 | 0.17% | 0.33% | 205 | -5,203 | -40.69% | Q1 2026 | Apr 28, 2026 |
| Gibbs Wealth Management | History | Added to | 7,593 | 369 | 0.05% | 0.06% | 204 | +2,677 | 54.45% | Q1 2026 | May 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 7,507 | 365 | 0.05% | 0.04% | 206 | +2,512 | 50.29% | Q1 2026 | Apr 16, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 7,288 | 354 | 0.02% | 0.02% | 207 | -807 | -9.97% | Q1 2026 | Apr 29, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 7,254 | 353 | 0.03% | 0.03% | 208 | -374 | -4.9% | Q1 2026 | Apr 22, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,096 | 348 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 7,096 | 345 | 0.59% | 0.43% | 210 | -2,907 | -29.06% | Q1 2026 | Apr 22, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 7,068 | 344 | 0.02% | 0.02% | 211 | -397 | -5.32% | Q1 2026 | May 13, 2026 |
| Chronos Wealth Management, LLC | History | Added to | 7,050 | 343 | 0.17% | 0.15% | 213 | +650 | 10.16% | Q1 2026 | Apr 20, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 7,044 | 343 | 0.03% | 0.02% | 212 | +316 | 4.7% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | New | 7,026 | 342 | 0.0% | — | 214 | +7,026 | New | Q1 2026 | May 12, 2026 |
| Share Andrew L. | History | No change | 7,000 | 340 | 0.16% | 0.17% | 215 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 6,921 | 337 | 0.03% | 0.03% | 216 | +35 | 0.51% | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,694 | 329 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Topsail Wealth Management, LLC | History | No change | 6,610 | 321 | 0.05% | 0.05% | 218 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 6,519 | 317 | 0.01% | 0.01% | 219 | -2,488 | -27.62% | Q1 2026 | Apr 22, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 6,500 | 316 | 0.01% | — | 220 | +6,500 | New | Q1 2026 | Apr 16, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 6,426 | 313 | 0.01% | 0.01% | 221 | +477 | 8.02% | Q1 2026 | May 14, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | New | 6,423 | 312 | 0.04% | — | 223 | +6,423 | New | Q1 2026 | Apr 17, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 6,407 | 312 | 0.07% | 0.08% | 222 | -375 | -5.53% | Q1 2026 | Apr 17, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 6,398 | 311 | 0.02% | 0.02% | 224 | +1,632 | 34.24% | Q1 2026 | Apr 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 6,282 | 305 | 0.0% | 0.0% | 225 | -211 | -3.25% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 6,100 | 297 | 0.0% | — | 226 | +6,100 | New | Q1 2026 | May 14, 2026 |
| Van Diest Capital, LLC | History | Added to | 6,092 | 296 | 0.23% | 0.42% | 227 | +348 | 6.06% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 6,060 | 295 | 0.02% | 0.02% | 228 | -173 | -2.78% | Q1 2026 | Apr 27, 2026 |
| BOS Asset Management, LLC | History | Reduced | 6,027 | 293 | 0.07% | 0.09% | 229 | -453 | -6.99% | Q1 2026 | Apr 08, 2026 |
| Faithward Advisors, LLC | History | Added to | 5,924 | 288 | 0.04% | 0.04% | 230 | +7 | 0.12% | Q1 2026 | Apr 17, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 5,909 | 287 | 0.09% | 0.1% | 231 | -392 | -6.22% | Q1 2026 | May 13, 2026 |
| Purewater Capital LLC | History | New | 5,698 | 277 | 0.27% | — | 232 | +5,698 | New | Q1 2026 | May 14, 2026 |
| Griffith & Werner, Inc. | History | New | 5,652 | 275 | 0.14% | — | 233 | +5,652 | New | Q1 2026 | Apr 29, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 5,645 | 274 | 0.1% | 0.07% | 234 | -1,000 | -15.05% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 5,582 | 271 | 0.0% | 0.0% | 235 | +370 | 7.1% | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,484 | 267 | 0.01% | 0.01% | 236 | -2,065 | -27.35% | Q1 2026 | May 14, 2026 |
| Opulen Financial Group LLC | History | Reduced | 5,362 | 261 | 0.18% | 0.26% | 237 | -1,821 | -25.35% | Q1 2026 | Apr 29, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 5,325 | 259 | 0.04% | 0.04% | 238 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 5,289 | 257 | 0.01% | 0.02% | 239 | -7,289 | -57.95% | Q1 2026 | May 07, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 5,215 | 254 | 0.0% | 0.0% | 241 | +1,013 | 24.11% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 5,217 | 254 | 0.01% | 0.01% | 240 | -41 | -0.78% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 5,160 | 251 | 0.01% | 0.01% | 242 | -146 | -2.75% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,077 | 247 | 0.0% | 0.0% | 243 | -700 | -12.12% | Q1 2026 | May 14, 2026 |
| Chris Bulman Inc | History | Added to | 5,008 | 243 | 0.11% | 0.1% | 244 | +302 | 6.42% | Q1 2026 | Apr 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,940 | 242 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CPC Advisors, LLC | History | Reduced | 4,968 | 241 | 0.04% | 0.03% | 246 | -2,018 | -28.89% | Q1 2026 | Apr 16, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 4,966 | 241 | 0.11% | 0.1% | 247 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 4,940 | 240 | 0.01% | 0.01% | 249 | +162 | 3.39% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 4,939 | 240 | 0.0% | 0.0% | 248 | +161 | 3.37% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 4,900 | 238 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TSA Wealth Managment LLC | History | New | 4,875 | 237 | 0.08% | — | 251 | +4,875 | New | Q1 2026 | May 01, 2026 |
| Advyzon Investment Management, LLC | History | New | 4,850 | 236 | 0.02% | — | 252 | +4,850 | New | Q1 2026 | May 12, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 4,683 | 228 | 0.04% | — | 253 | +4,683 | New | Q1 2026 | May 11, 2026 |
| GSG Advisors LLC | History | Reduced | 4,503 | 219 | 0.06% | 0.06% | 254 | -92 | -2.0% | Q1 2026 | May 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 4,473 | 217 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DB&C Advisors, LLC | History | Reduced | 4,383 | 213 | 0.28% | 0.29% | 256 | -406 | -8.48% | Q1 2026 | Apr 24, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 4,304 | 209 | 0.14% | 0.49% | 257 | -10,865 | -71.63% | Q1 2026 | May 20, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 4,297 | 209 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 4,283 | 208 | 0.17% | 0.17% | 259 | -20 | -0.46% | Q1 2026 | Apr 28, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,391 | 207 | 0.0% | 0.0% | 260 | -473 | -9.72% | Q1 2026 | May 15, 2026 |
| Claris Financial LLC | History | No change | 4,215 | 205 | 0.11% | 0.11% | 261 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 4,133 | 201 | 0.02% | 0.02% | 263 | -1,131 | -21.49% | Q1 2026 | Apr 30, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 4,140 | 201 | 0.0% | 0.0% | 262 | -8 | -0.19% | Q1 2026 | May 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 4,125 | 200 | 0.02% | 0.03% | 264 | -9 | -0.22% | Q1 2026 | Apr 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 3,403 | 168 | 0.05% | 0.06% | 265 | -200 | -5.55% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 3,418 | 166 | 0.08% | — | 266 | +3,418 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 3,365 | 163 | 0.05% | 0.1% | 267 | -3,747 | -52.69% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 2,547 | 124 | 0.01% | 0.01% | 268 | -42 | -1.62% | Q1 2026 | May 11, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 2,446 | 119 | 0.09% | 0.09% | 269 | +39 | 1.62% | Q1 2026 | Apr 17, 2026 |
| SHP Wealth Management | History | Reduced | 2,158 | 105 | 0.01% | 0.01% | 270 | -520 | -19.42% | Q1 2026 | May 08, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 1,925 | 93 | 0.06% | 0.06% | 271 | -79 | -3.94% | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,889 | 92 | 0.09% | 0.1% | 272 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Graney & King, LLC | History | No change | 1,527 | 74 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,500 | 73 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,471 | 71 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ankerstar Wealth, LLC | History | No change | 1,389 | 67 | 0.07% | 0.07% | 276 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,350 | 65 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | New | 1,210 | 58 | 0.0% | — | 278 | +1,210 | New | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,160 | 56 | 0.01% | — | 279 | +1,160 | New | Q1 2026 | May 08, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 1,093 | 53 | 0.01% | 0.01% | 280 | +23 | 2.15% | Q1 2026 | May 06, 2026 |
| AdvisorNet Financial, Inc | History | New | 995 | 48 | 0.0% | — | 281 | +995 | New | Q1 2026 | Apr 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 970 | 47 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| 10Elms LLP | History | Reduced | 800 | 38 | 0.02% | 0.04% | 283 | -50 | -5.88% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | New | 714 | 34 | 0.0% | — | 285 | +714 | New | Q1 2026 | May 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 703 | 34 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 688 | 33 | 0.01% | 0.01% | 286 | -84 | -10.88% | Q1 2026 | May 01, 2026 |
| Anchor Investment Management, LLC | History | New | 611 | 29 | 0.0% | — | 287 | +611 | New | Q1 2026 | May 01, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 586 | 28 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 500 | 24 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 500 | 24 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 481 | 23 | 0.01% | 0.01% | 291 | +10 | 2.12% | Q1 2026 | Apr 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 444 | 21 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 380 | 18 | 0.0% | 0.0% | 294 | -413 | -52.08% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | No change | 389 | 18 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 269 | 13 | 0.0% | 0.0% | 295 | +172 | 177.32% | Q1 2026 | May 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 260 | 12 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 154 | 7 | 0.0% | — | 298 | +154 | New | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | New | 145 | 7 | 0.0% | — | 297 | +145 | New | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 136 | 6 | 0.0% | 0.0% | 299 | +3 | 2.26% | Q1 2026 | Apr 14, 2026 |
| Davis Capital Management | History | No change | 132 | 6 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 105 | 5 | 0.0% | 0.0% | 301 | +1 | 0.96% | Q1 2026 | May 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 100 | 4 | 0.0% | — | 304 | +100 | New | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 85 | 4 | 0.0% | 0.0% | 302 | -76 | -47.2% | Q1 2026 | May 04, 2026 |
| Imprint Wealth LLC | History | No change | 97 | 4 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Park Square Financial Group, LLC | History | New | 67 | 3 | 0.02% | — | 306 | +67 | New | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 76 | 3 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 52 | 2 | 0.0% | 0.0% | 307 | -7 | -11.86% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 41 | 1 | 0.0% | — | 308 | +41 | New | Q1 2026 | May 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 37 | 1 | 0.0% | — | 309 | +37 | New | Q1 2026 | Apr 21, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 1.39% | — | -285,021 | -100.0% | Q1 2026 | May 15, 2026 |
| Hobart Private Capital, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -50,708 | -100.0% | Q1 2026 | Apr 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -44,400 | -100.0% | Q1 2026 | Apr 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -36,060 | -100.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -26,955 | -100.0% | Q1 2026 | May 15, 2026 |
| Corus Family Wealth Advisors | History | Closed out | 0 | 0 | — | 0.8% | — | -20,477 | -100.0% | Q1 2026 | Apr 28, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,446 | -100.0% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,964 | -100.0% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,614 | -100.0% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,663 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,833 | -100.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,590 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Partners Group, Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -7,492 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -7,481 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,349 | -100.0% | Q1 2026 | May 01, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -7,228 | -100.0% | Q1 2026 | Apr 23, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,617 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,370 | -100.0% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,189 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Capital CS Group, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -4,888 | -100.0% | Q1 2026 | May 13, 2026 |
| Quad-Cities Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,730 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Prosperity Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -4,561 | -100.0% | Q1 2026 | May 13, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,322 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.1% | — | -4,127 | -100.0% | Q1 2026 | May 14, 2026 |
| Independent Wealth Network Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,105 | -100.0% | Q1 2026 | Apr 20, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -784 | -100.0% | Q1 2026 | May 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -491 | -100.0% | Q1 2026 | May 08, 2026 |
| Turim 21 Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.01% | — | -368 | -100.0% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 20 | 0 | — | 0.0% | — | -120 | -85.71% | Q1 2026 | Apr 09, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q1 2026 | May 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | Apr 30, 2026 |
| Holos Integrated Wealth LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 08, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 06, 2026 |
| Beacon Capital Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 08, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |