FIRST TRUST EXCHANGE-TRADED FUND IV - LMBS
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 | 15,352,826 | 764,724 | 0.05% | 0.04% | 1 | +1,202,229 | 8.5% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 12,336,806 | 614,496 | 0.16% | 0.16% | 2 | +825,743 | 7.17% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,782,914 | 288,046 | 0.05% | 0.05% | 3 | +260,894 | 4.72% | Q1 2026 | Jul 08, 2026 |
| UBS Group AG | History | Added to | 4,736,195 | 235,909 | 0.04% | 0.04% | 4 | +124,555 | 2.7% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,106,569 | 204,548 | 0.06% | 0.06% | 5 | +39,833 | 0.98% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,242,866 | 161,527 | 0.03% | 0.02% | 6 | +372,725 | 12.99% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 2,551,727 | 127,101 | 0.14% | 0.13% | 7 | +171,648 | 7.21% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,001,550 | 99,697 | 0.01% | 0.01% | 8 | +212,258 | 11.86% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,870,625 | 93,176 | 0.1% | 0.08% | 9 | +416,479 | 28.64% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,520,880 | 75,755 | 0.05% | 0.05% | 10 | +199,426 | 15.09% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,459,799 | 72,712 | 0.1% | 0.08% | 11 | +283,481 | 24.1% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 1,424,840 | 70,971 | 0.77% | 0.69% | 12 | +217,016 | 17.97% | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,222,253 | 60,880 | 0.04% | 0.03% | 13 | +175,639 | 16.78% | Q1 2026 | May 07, 2026 |
| Berger Financial Group, Inc | History | Added to | 1,127,689 | 56,170 | 3.14% | 3.05% | 14 | +72,760 | 6.9% | Q1 2026 | Apr 28, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 909,130 | 45,283 | 3.65% | 3.55% | 15 | +56,513 | 6.63% | Q1 2026 | May 13, 2026 |
| Harvest Investment Services, LLC | History | Added to | 895,651 | 44,612 | 8.16% | 6.98% | 16 | +155,275 | 20.97% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 882,346 | 43,949 | 0.01% | 0.01% | 17 | +63,345 | 7.73% | Q1 2026 | May 04, 2026 |
| Csenge Advisory Group | History | Added to | 833,477 | 41,515 | 1.9% | 1.86% | 18 | +12,326 | 1.5% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 740,868 | 36,903 | 0.1% | 0.07% | 19 | +185,329 | 33.36% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 730,620 | 36,392 | 0.56% | 0.54% | 20 | +201,717 | 38.14% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 706,891 | 35,210 | 0.03% | 0.03% | 21 | -27,608 | -3.76% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 692,483 | 34,500 | 0.05% | 0.05% | 22 | +19,562 | 2.91% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 657,287 | 32,739 | 0.07% | 0.06% | 23 | +46,915 | 7.69% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 643,464 | 31,883 | 0.02% | 0.01% | 24 | +261,005 | 68.24% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 610,228 | 30,395 | 1.73% | 1.25% | 25 | +151,890 | 33.14% | Q1 2026 | Apr 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 584,447 | 29,111 | 0.14% | 0.13% | 26 | +39,466 | 7.24% | Q1 2026 | Apr 24, 2026 |
| Trilogy Capital Inc. | History | Added to | 558,041 | 27,796 | 1.22% | 1.1% | 27 | +67,264 | 13.71% | Q1 2026 | Apr 21, 2026 |
| Prospera Financial Services Inc | History | Added to | 536,683 | 26,742 | 0.43% | 0.36% | 28 | +102,114 | 23.5% | Q1 2026 | Apr 14, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 528,378 | 26,318 | 1.95% | 1.98% | 29 | -2,809 | -0.53% | Q1 2026 | Apr 16, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 514,944 | 25,649 | 0.04% | 0.04% | 30 | -39,274 | -7.09% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 483,115 | 24,063 | 0.06% | 0.05% | 31 | +93,202 | 23.9% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Reduced | 452,617 | 22,544 | 0.26% | 0.26% | 32 | -100 | -0.02% | Q1 2026 | Apr 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 447,057 | 22,267 | 0.18% | 0.19% | 33 | +125,467 | 39.01% | Q1 2026 | May 15, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Added to | 437,090 | 21,771 | 8.07% | 7.82% | 34 | +14,917 | 3.53% | Q1 2026 | Apr 14, 2026 |
| Cerity Partners LLC | History | Added to | 435,659 | 21,700 | 0.03% | 0.03% | 35 | +643 | 0.15% | Q1 2026 | May 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 434,819 | 21,658 | 2.85% | 2.92% | 36 | +13,892 | 3.3% | Q1 2026 | Apr 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 416,967 | 20,769 | 0.23% | 0.38% | 37 | -143,946 | -25.66% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 405,775 | 20,211 | 0.25% | 0.23% | 38 | +29,361 | 7.8% | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Reduced | 397,684 | 19,790 | 0.1% | 0.11% | 39 | -5,727 | -1.42% | Q1 2026 | May 15, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 395,648 | 19,707 | 2.45% | 2.5% | 40 | -12,692 | -3.11% | Q1 2026 | Apr 08, 2026 |
| NewEdge Advisors, LLC | History | Added to | 389,763 | 19,414 | 0.07% | 0.06% | 41 | +68,753 | 21.42% | Q1 2026 | Jun 02, 2026 |
| London & Capital Asset Management Ltd | History | Added to | 379,432 | 18,895 | 0.21% | 0.19% | 42 | +16,633 | 4.58% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 374,703 | 18,663 | 0.2% | 0.13% | 43 | +266,550 | 246.46% | Q1 2026 | May 12, 2026 |
| Carrera Capital Advisors | History | Added to | 354,019 | 17,633 | 2.72% | 1.59% | 44 | +164,463 | 86.76% | Q1 2026 | May 04, 2026 |
| American Financial Advisors, LLC | History | Reduced | 343,764 | 17,122 | 2.28% | 2.22% | 45 | -912 | -0.26% | Q1 2026 | May 13, 2026 |
| TL Private Wealth | History | Added to | 337,106 | 16,851 | 6.65% | 6.43% | 46 | +4,306 | 1.29% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 318,440 | 15,861 | 0.03% | 0.03% | 47 | +4,401 | 1.4% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 316,302 | 15,755 | 1.21% | 1.2% | 48 | +22,353 | 7.6% | Q1 2026 | Apr 22, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 315,355 | 15,707 | 3.75% | 3.34% | 49 | +16,785 | 5.62% | Q1 2026 | Apr 20, 2026 |
| TD Capital Management LLC | History | Added to | 314,942 | 15,687 | 1.41% | 1.36% | 50 | +7,575 | 2.46% | Q1 2026 | May 11, 2026 |
| Prism Advisors, Inc. | History | Added to | 311,459 | 15,513 | 4.14% | 4.07% | 51 | +6,065 | 1.99% | Q1 2026 | Apr 23, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 304,752 | 15,179 | 0.7% | 0.74% | 52 | -20,322 | -6.25% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 295,168 | 14,702 | 0.3% | 0.34% | 53 | -11,749 | -3.83% | Q1 2026 | Apr 13, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 294,031 | 14,645 | 2.32% | 0.03% | 54 | +289,982 | 7161.82% | Q1 2026 | May 07, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 291,821 | 14,535 | 0.49% | 0.5% | 55 | -11,332 | -3.74% | Q1 2026 | May 06, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 279,354 | 13,964 | 2.63% | 2.63% | 56 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Secure Asset Management, LLC | History | Added to | 278,055 | 13,849 | 2.19% | 1.98% | 57 | +25,435 | 10.07% | Q1 2026 | Apr 09, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 263,945 | 13,036 | 4.91% | 4.83% | 58 | +13,816 | 5.52% | Q1 2026 | Apr 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 260,475 | 12,974 | 0.05% | 0.06% | 59 | -10,868 | -4.01% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 258,680 | 12,884 | 0.02% | 0.02% | 60 | +16,871 | 6.98% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 255,771 | 12,739 | 0.02% | 0.0% | 61 | +250,784 | 5028.75% | Q1 2026 | May 15, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 252,406 | 12,572 | 3.32% | 3.11% | 62 | +28,975 | 12.97% | Q1 2026 | Apr 15, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 250,985 | 12,501 | 3.03% | 1.74% | 63 | +119,195 | 90.44% | Q1 2026 | Apr 20, 2026 |
| Carter Financial, LLC | History | Added to | 238,837 | 11,896 | 10.34% | 9.17% | 64 | +31,039 | 14.94% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 238,633 | 11,886 | 0.15% | 0.16% | 65 | -5,531 | -2.27% | Q1 2026 | May 11, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 234,889 | 11,699 | 1.29% | 0.95% | 66 | +66,414 | 39.42% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 234,206 | 11,665 | 0.27% | 0.24% | 67 | +36,106 | 18.23% | Q1 2026 | May 04, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 227,836 | 11,348 | 1.25% | 1.15% | 68 | +23,102 | 11.28% | Q1 2026 | Apr 15, 2026 |
| PFS Partners, LLC | History | Added to | 224,890 | 11,201 | 5.13% | 5.03% | 69 | +5,058 | 2.3% | Q1 2026 | Apr 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 217,225 | 10,819 | 0.03% | 0.03% | 70 | -9,177 | -4.05% | Q1 2026 | May 04, 2026 |
| Petix & Botte Co | History | Reduced | 213,509 | 10,634 | 2.37% | 2.56% | 71 | -12,533 | -5.54% | Q1 2026 | Apr 30, 2026 |
| Grove Bank & Trust | History | Added to | 208,437 | 10,382 | 1.17% | 1.11% | 72 | +11,727 | 5.96% | Q1 2026 | Apr 08, 2026 |
| WESBANCO BANK INC | History | Added to | 206,776 | 10,299 | 0.29% | 0.19% | 73 | +67,765 | 48.75% | Q1 2026 | Apr 21, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 203,666 | 10,144 | 0.31% | 0.3% | 74 | +5,881 | 2.97% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 196,111 | 9,768 | 0.02% | — | 75 | +196,111 | New | Q1 2026 | May 01, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 193,738 | 9,650 | 4.83% | 3.09% | 76 | +2,471 | 1.29% | Q1 2026 | Apr 24, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 190,090 | 9,468 | 1.15% | 1.1% | 77 | +15,293 | 8.75% | Q1 2026 | Apr 08, 2026 |
| CITIGROUP INC | History | Added to | 189,086 | 9,418 | 0.0% | 0.0% | 78 | +37,505 | 24.74% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 187,988 | 9,397 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 187,009 | 9,314 | 0.22% | 0.81% | 80 | -149,067 | -44.36% | Q1 2026 | Apr 27, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 186,130 | 9,271 | 2.89% | 2.71% | 81 | +11,669 | 6.69% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 184,855 | 9,211 | 0.09% | 0.06% | 82 | +67,250 | 57.18% | Q1 2026 | Apr 07, 2026 |
| LexAurum Advisors, LLC | History | New | 184,095 | 9,169 | 1.19% | — | 83 | +184,095 | New | Q1 2026 | Apr 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 182,012 | 9,066 | 0.02% | 0.02% | 84 | +8,854 | 5.11% | Q1 2026 | Apr 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 178,790 | 8,905 | 0.21% | 0.2% | 85 | +12,411 | 7.46% | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 177,725 | 8,852 | 0.05% | 0.04% | 86 | +39,619 | 28.69% | Q1 2026 | May 05, 2026 |
| TCP Asset Management, LLC | History | Added to | 172,500 | 8,592 | 1.1% | 1.41% | 87 | +4,909 | 2.93% | Q1 2026 | Apr 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 169,216 | 8,428 | 0.18% | 0.16% | 88 | +16,431 | 10.75% | Q1 2026 | May 01, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 162,743 | 8,106 | 0.1% | 0.22% | 89 | -195,848 | -54.62% | Q1 2026 | Apr 28, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 154,233 | 7,682 | 3.2% | 3.02% | 90 | +9,138 | 6.3% | Q1 2026 | Apr 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 152,991 | 7,620 | 0.3% | 0.46% | 91 | +69,488 | 83.22% | Q1 2026 | May 15, 2026 |
| MRA Advisory Group | History | Reduced | 145,652 | 7,254 | 2.96% | 4.89% | 92 | -87,182 | -37.44% | Q1 2026 | Apr 22, 2026 |
| EdgeRock Capital LLC | History | Reduced | 144,182 | 7,181 | 1.94% | 1.92% | 93 | -27 | -0.02% | Q1 2026 | Apr 16, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 142,243 | 7,085 | 0.69% | 0.67% | 94 | +3,201 | 2.3% | Q1 2026 | May 06, 2026 |
| Fairway Financial, LLC | History | Added to | 142,132 | 7,079 | 5.38% | 5.26% | 95 | +2,612 | 1.87% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 142,060 | 7,076 | 0.09% | 0.07% | 96 | +45,122 | 46.55% | Q1 2026 | Apr 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 140,622 | 7,004 | 0.14% | 0.12% | 97 | +19,263 | 15.87% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Added to | 140,247 | 6,985 | 1.42% | 1.47% | 98 | +4,105 | 3.02% | Q1 2026 | May 13, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 139,931 | 6,969 | 4.41% | 5.44% | 99 | -30,781 | -18.03% | Q1 2026 | Apr 20, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 139,471 | 6,947 | 2.67% | 2.41% | 100 | +11,015 | 8.57% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 138,702 | 6,908 | 0.0% | 0.0% | 101 | +94,900 | 216.66% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 137,701 | 6,858 | 0.04% | 0.03% | 102 | -5,957 | -4.15% | Q1 2026 | Apr 29, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 131,988 | 6,574 | 0.17% | 0.16% | 103 | +10,296 | 8.46% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 131,752 | 6,562 | 0.01% | 0.01% | 104 | -47,596 | -26.54% | Q1 2026 | May 14, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 131,140 | 6,532 | 2.06% | 2.04% | 105 | -427 | -0.32% | Q1 2026 | Apr 16, 2026 |
| Avior Wealth Management, LLC | History | New | 124,666 | 6,209 | 0.18% | — | 106 | +124,666 | New | Q1 2026 | Apr 09, 2026 |
| Sovran Advisors, LLC | History | Added to | 122,572 | 6,110 | 0.48% | 0.44% | 107 | +18,549 | 17.83% | Q1 2026 | May 01, 2026 |
| Vivaldi Capital Management LP | History | Added to | 120,305 | 5,992 | 0.83% | 0.75% | 108 | +9,259 | 8.34% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 120,237 | 5,988 | 0.11% | 0.05% | 109 | +69,392 | 136.48% | Q1 2026 | Apr 17, 2026 |
| Summit Financial, LLC | History | Added to | 119,024 | 5,928 | 0.08% | 0.09% | 110 | +231 | 0.19% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 116,735 | 5,835 | 0.04% | 0.03% | 111 | +42,838 | 57.97% | Q1 2026 | May 15, 2026 |
| Heartland Bank & Trust Co | History | New | 113,616 | 5,659 | 1.28% | — | 112 | +113,616 | New | Q1 2026 | May 06, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 104,158 | 5,188 | 0.2% | 0.33% | 113 | -75,170 | -41.92% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 102,125 | 5,086 | 0.06% | 0.06% | 114 | -977 | -0.95% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 100,590 | 5,010 | 0.01% | 0.01% | 115 | -1,717 | -1.68% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 97,976 | 4,880 | 0.12% | 0.01% | 116 | +88,640 | 949.44% | Q1 2026 | Apr 07, 2026 |
| Mariner, LLC | History | Reduced | 97,516 | 4,857 | 0.01% | 0.02% | 117 | -231,930 | -70.4% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 95,372 | 4,750 | 0.14% | 0.14% | 118 | -2,774 | -2.83% | Q1 2026 | Apr 21, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 95,029 | 4,733 | 1.63% | 1.62% | 119 | +3,227 | 3.52% | Q1 2026 | May 08, 2026 |
| James J. Burns & Company, LLC | History | Added to | 93,770 | 4,670 | 0.63% | 0.62% | 120 | +3,635 | 4.03% | Q1 2026 | Apr 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 93,060 | 4,625 | 0.0% | 0.0% | 121 | -166 | -0.18% | Q1 2026 | May 13, 2026 |
| Ferguson Shapiro LLC | History | Added to | 90,590 | 4,512 | 1.37% | 1.31% | 122 | +5,194 | 6.08% | Q1 2026 | Apr 23, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 88,281 | 4,397 | 0.13% | — | 123 | +88,281 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 86,963 | 4,331 | 0.0% | 0.01% | 124 | -581,190 | -86.98% | Q1 2026 | May 12, 2026 |
| Anfield Capital Management, LLC | History | Added to | 85,015 | 4,234 | 1.16% | 1.23% | 125 | +6,765 | 8.65% | Q1 2026 | May 12, 2026 |
| Friedenthal Financial | History | Reduced | 84,162 | 4,192 | 2.1% | 4.25% | 126 | -81,024 | -49.05% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 81,307 | 4,049 | 3.71% | 3.58% | 127 | +4,952 | 6.49% | Q1 2026 | May 08, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 80,919 | 4,030 | 0.03% | 0.04% | 128 | -1,455 | -1.77% | Q1 2026 | May 14, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 76,862 | 3,828 | 2.4% | 2.29% | 129 | +2,721 | 3.67% | Q1 2026 | Apr 15, 2026 |
| Claris Financial LLC | History | Added to | 74,544 | 3,713 | 2.03% | 1.85% | 130 | +5,125 | 7.38% | Q1 2026 | May 18, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 73,615 | 3,666 | 0.72% | 1.14% | 131 | -37,914 | -33.99% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | Reduced | 73,108 | 3,641 | 0.35% | 0.37% | 132 | -216 | -0.29% | Q1 2026 | Apr 22, 2026 |
| Western Wealth Management, LLC | History | Added to | 72,629 | 3,617 | 0.14% | 0.02% | 133 | +62,436 | 612.54% | Q1 2026 | Jun 18, 2026 |
| Sigma Planning Corp | History | Added to | 71,458 | 3,559 | 0.1% | 0.09% | 134 | +3,414 | 5.02% | Q1 2026 | May 04, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Added to | 68,646 | 3,419 | 2.3% | 2.37% | 135 | +1,410 | 2.1% | Q1 2026 | Apr 27, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 68,256 | 3,399 | 3.01% | 3.02% | 136 | +1,087 | 1.62% | Q1 2026 | May 15, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 68,011 | 3,387 | 1.06% | 1.07% | 137 | +700 | 1.04% | Q1 2026 | May 13, 2026 |
| Entruity Wealth, LLC | History | Reduced | 67,864 | 3,380 | 2.29% | 2.46% | 138 | -1,248 | -1.81% | Q1 2026 | May 08, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 66,511 | 3,312 | 0.35% | 0.34% | 139 | +540 | 0.82% | Q1 2026 | May 04, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 65,855 | 3,280 | 1.99% | 1.98% | 140 | +1,062 | 1.64% | Q1 2026 | Apr 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 65,706 | 3,272 | 0.0% | — | 141 | +65,706 | New | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 64,360 | 3,205 | 0.09% | 0.1% | 142 | -3,283 | -4.85% | Q1 2026 | May 13, 2026 |
| Premier Private Wealth Management LLC | History | New | 63,570 | 3,166 | 3.34% | — | 143 | +63,570 | New | Q1 2026 | May 07, 2026 |
| Hidden Cove Wealth Management, LLC | History | Added to | 63,435 | 3,159 | 2.03% | 0.39% | 144 | +51,294 | 422.49% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 63,103 | 3,143 | 0.11% | 0.19% | 145 | -45,557 | -41.93% | Q1 2026 | Apr 07, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 62,696 | 3,122 | 0.26% | 0.21% | 146 | +10,439 | 19.98% | Q1 2026 | May 11, 2026 |
| National Wealth Management Group, LLC | History | Added to | 62,542 | 3,115 | 1.16% | 1.08% | 147 | +227 | 0.36% | Q1 2026 | May 11, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 60,732 | 3,025 | 0.03% | 0.07% | 148 | -74,072 | -54.95% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 60,430 | 3,010 | 0.06% | 0.05% | 149 | +5,141 | 9.3% | Q1 2026 | Apr 14, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 58,227 | 2,900 | 1.28% | 1.09% | 150 | +10,806 | 22.79% | Q1 2026 | May 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 57,167 | 2,847 | 0.21% | 0.4% | 151 | -61,649 | -51.89% | Q1 2026 | Apr 20, 2026 |
| APS Management Group, Inc. | History | Reduced | 55,945 | 2,786 | 2.38% | 2.39% | 152 | -6 | -0.01% | Q1 2026 | Apr 15, 2026 |
| CITY HOLDING CO | History | Added to | 55,435 | 2,761 | 0.35% | 0.34% | 153 | +647 | 1.18% | Q1 2026 | Apr 15, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 54,376 | 2,742 | 0.55% | 0.53% | 154 | -8,718 | -13.82% | Q1 2026 | Apr 22, 2026 |
| Abbot Financial Management, Inc. | History | Added to | 54,031 | 2,691 | 1.12% | 1.08% | 155 | +1,988 | 3.82% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 53,546 | 2,667 | 0.29% | 0.26% | 156 | +5,013 | 10.33% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 53,289 | 2,654 | 0.01% | 0.02% | 157 | -18,717 | -25.99% | Q1 2026 | May 08, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 53,279 | 2,653 | 0.12% | 0.11% | 158 | +5,995 | 12.68% | Q1 2026 | Jun 08, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 53,191 | 2,649 | 0.29% | 0.32% | 159 | -2,321 | -4.18% | Q1 2026 | May 11, 2026 |
| Stenger Family Office, LLC | History | New | 53,103 | 2,645 | 0.47% | — | 160 | +53,103 | New | Q1 2026 | Apr 29, 2026 |
| Atria Investments, Inc | History | Reduced | 53,036 | 2,641 | 0.03% | 0.16% | 161 | -223,847 | -80.85% | Q1 2026 | May 05, 2026 |
| Insight Inv LLC | History | Added to | 52,133 | 2,596 | 1.42% | 1.32% | 162 | +4,901 | 10.38% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 51,895 | 2,584 | 0.06% | 0.04% | 163 | +14,167 | 37.55% | Q1 2026 | May 15, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 51,512 | 2,565 | 0.46% | 0.45% | 164 | +2,094 | 4.24% | Q1 2026 | Apr 29, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 50,290 | 2,513 | 0.19% | 0.19% | 165 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 50,091 | 2,495 | 0.0% | 0.01% | 166 | -65,492 | -56.66% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 49,563 | 2,468 | 0.01% | 0.01% | 167 | -77 | -0.16% | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 48,982 | 2,440 | 0.02% | 0.01% | 168 | +15,640 | 46.91% | Q1 2026 | Apr 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 48,405 | 2,411 | 0.18% | 0.04% | 169 | +37,827 | 357.6% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 47,689 | 2,375 | 0.01% | 0.01% | 170 | +318 | 0.67% | Q1 2026 | May 05, 2026 |
| Independent Wealth Network Inc. | History | New | 45,879 | 2,285 | 0.68% | — | 171 | +45,879 | New | Q1 2026 | Apr 20, 2026 |
| Maridea Wealth Management LLC | History | Added to | 45,819 | 2,282 | 0.33% | 0.26% | 172 | +11,276 | 32.64% | Q1 2026 | Apr 21, 2026 |
| IHT Wealth Management, LLC | History | Added to | 45,787 | 2,280 | 0.05% | 0.05% | 173 | +1,277 | 2.87% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 45,632 | 2,276 | 0.06% | 0.1% | 174 | -3,159 | -6.47% | Q1 2026 | May 14, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 45,609 | 2,271 | 0.91% | 0.96% | 175 | -3,761 | -7.62% | Q1 2026 | Apr 23, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 45,500 | 2,266 | 1.54% | 1.08% | 176 | +15,043 | 49.39% | Q1 2026 | Apr 23, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 45,458 | 2,264 | 0.15% | 0.11% | 177 | +9,205 | 25.39% | Q1 2026 | May 14, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 43,927 | 2,188 | 1.35% | 1.42% | 178 | -3,901 | -8.16% | Q1 2026 | May 14, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 43,778 | 2,180 | 2.4% | 2.39% | 179 | +659 | 1.53% | Q1 2026 | Apr 07, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | New | 43,438 | 2,163 | 0.62% | — | 180 | +43,438 | New | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 42,149 | 2,099 | 0.04% | 0.04% | 181 | +2,502 | 6.31% | Q1 2026 | Apr 10, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 40,247 | 2,000 | 0.06% | 0.06% | 182 | -1,760 | -4.19% | Q1 2026 | May 11, 2026 |
| Patten Group, Inc. | History | Added to | 39,293 | 1,957 | 0.34% | 0.35% | 183 | +1,134 | 2.97% | Q1 2026 | Apr 24, 2026 |
| Kovack Advisors, Inc. | History | Added to | 39,251 | 1,955 | 0.1% | 0.07% | 184 | +9,151 | 30.4% | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 38,847 | 1,934 | 0.02% | 0.03% | 185 | -6,312 | -13.98% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | Added to | 38,759 | 1,930 | 0.15% | 0.17% | 186 | +17,226 | 80.0% | Q1 2026 | Apr 28, 2026 |
| Chris Bulman Inc | History | Added to | 38,556 | 1,920 | 0.84% | 0.8% | 187 | +2,407 | 6.66% | Q1 2026 | Apr 13, 2026 |
| Maia Wealth LLC | History | Reduced | 38,390 | 1,912 | 0.32% | 0.34% | 188 | -1,062 | -2.69% | Q1 2026 | May 08, 2026 |
| ProCore Advisors, LLC | History | Added to | 37,719 | 1,878 | 2.88% | 1.12% | 189 | +15,810 | 72.16% | Q1 2026 | Apr 23, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 37,545 | 1,870 | 1.95% | 1.46% | 190 | +8,171 | 27.82% | Q1 2026 | Apr 16, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 37,145 | 1,850 | 1.3% | 1.36% | 191 | -997 | -2.61% | Q1 2026 | Apr 17, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 37,068 | 1,846 | 0.49% | 0.5% | 192 | -1,597 | -4.13% | Q1 2026 | Apr 22, 2026 |
| Center For Asset Management LLC | History | Added to | 36,988 | 1,842 | 0.91% | 0.81% | 193 | +5,882 | 18.91% | Q1 2026 | Apr 16, 2026 |
| Midwest Financial Group LLC | History | Added to | 36,944 | 1,840 | 0.78% | 0.81% | 194 | +60 | 0.16% | Q1 2026 | Apr 22, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 36,601 | 1,823 | 0.07% | 0.05% | 195 | +8,721 | 31.28% | Q1 2026 | May 14, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 36,264 | 1,806 | 0.41% | 0.75% | 196 | -28,711 | -44.19% | Q1 2026 | Apr 27, 2026 |
| Balefire, LLC | History | Added to | 35,408 | 1,763 | 0.33% | 0.33% | 197 | +1,278 | 3.74% | Q1 2026 | May 07, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 35,258 | 1,756 | 1.73% | 1.6% | 198 | +2,493 | 7.61% | Q1 2026 | Apr 07, 2026 |
| Wagner Wealth Management, Corp | History | Reduced | 34,564 | 1,721 | 1.54% | 2.08% | 199 | -7,589 | -18.0% | Q1 2026 | May 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 33,692 | 1,678 | 0.02% | 0.02% | 200 | -2,589 | -7.14% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 33,683 | 1,677 | 0.06% | 0.06% | 201 | +1,095 | 3.36% | Q1 2026 | Apr 28, 2026 |
| Arcadia Wealth Management, Inc. | History | Reduced | 33,106 | 1,649 | 0.89% | 0.99% | 202 | -1,400 | -4.06% | Q1 2026 | May 14, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 32,586 | 1,623 | 1.03% | 0.0% | 203 | +32,530 | 58089.29% | Q1 2026 | May 15, 2026 |
| ROMANO BROTHERS AND COMPANY | History | New | 32,450 | 1,616 | 0.18% | — | 204 | +32,450 | New | Q1 2026 | Apr 21, 2026 |
| AE Wealth Management LLC | History | Added to | 32,335 | 1,610 | 0.01% | 0.01% | 205 | +7,437 | 29.87% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 32,062 | 1,597 | 0.02% | 0.02% | 206 | -616 | -1.89% | Q1 2026 | May 12, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 31,163 | 1,552 | 1.63% | 2.04% | 207 | +9,525 | 44.02% | Q1 2026 | May 13, 2026 |
| Team Financial Group, LLC | History | Added to | 30,385 | 1,513 | 0.69% | 0.56% | 208 | +5,884 | 24.02% | Q1 2026 | May 01, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 30,141 | 1,501 | 1.18% | 1.23% | 209 | +357 | 1.2% | Q1 2026 | Apr 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 30,120 | 1,500 | 0.05% | 0.03% | 210 | +1,312 | 4.55% | Q1 2026 | Apr 23, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 29,675 | 1,478 | 0.08% | 0.09% | 211 | -1,150 | -3.73% | Q1 2026 | Apr 15, 2026 |
| AIFG Consultants Ltd. | History | No change | 28,429 | 1,421 | 2.44% | 2.44% | 212 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 28,495 | 1,419 | 0.41% | 0.37% | 213 | +3,630 | 14.6% | Q1 2026 | Apr 30, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 28,404 | 1,414 | 0.02% | 0.04% | 214 | -16,353 | -36.54% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | Added to | 27,586 | 1,374 | 0.02% | 0.02% | 215 | +723 | 2.69% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 27,492 | 1,371 | 0.0% | 0.0% | 216 | -4,248 | -13.38% | Q1 2026 | Apr 08, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 26,364 | 1,313 | 0.29% | 0.28% | 217 | +483 | 1.87% | Q1 2026 | May 21, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 26,068 | 1,302 | 0.03% | 0.03% | 218 | -1,483 | -5.38% | Q1 2026 | May 04, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 25,532 | 1,271 | 0.1% | 0.1% | 219 | -645 | -2.46% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 24,093 | 1,200 | 0.06% | 0.07% | 220 | -1,173 | -4.64% | Q1 2026 | Apr 15, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 23,687 | 1,179 | 0.05% | 0.06% | 221 | -991 | -4.02% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 23,548 | 1,172 | 0.03% | 0.02% | 222 | +4,249 | 22.02% | Q1 2026 | May 15, 2026 |
| SMART Wealth LLC | History | Added to | 23,070 | 1,149 | 0.34% | 0.3% | 224 | +3,046 | 15.21% | Q1 2026 | Apr 23, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 23,075 | 1,149 | 0.4% | 0.4% | 223 | -1,099 | -4.55% | Q1 2026 | May 04, 2026 |
| PlanVest Financial, Inc | History | New | 23,016 | 1,146 | 0.87% | — | 225 | +23,016 | New | Q1 2026 | May 14, 2026 |
| TCFG Investment Advisors, LLC | History | New | 22,852 | 1,138 | 0.43% | — | 227 | +22,852 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 22,852 | 1,138 | 0.43% | 0.46% | 226 | -665 | -2.83% | Q1 2026 | Apr 23, 2026 |
| Bank of New York Mellon Corp | History | Added to | 22,206 | 1,106 | 0.0% | 0.0% | 228 | +4,810 | 27.65% | Q1 2026 | May 05, 2026 |
| Synergy Asset Management, LLC | History | New | 22,053 | 1,098 | 0.12% | — | 229 | +22,053 | New | Q1 2026 | May 13, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 21,304 | 1,061 | 0.22% | 0.23% | 230 | -54 | -0.25% | Q1 2026 | May 12, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 20,861 | 1,039 | 0.22% | 0.24% | 231 | -2,290 | -9.89% | Q1 2026 | May 13, 2026 |
| Helium Advisors LLC | History | Added to | 20,861 | 1,039 | 0.99% | 1.05% | 232 | +210 | 1.02% | Q1 2026 | May 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 20,581 | 1,025 | 0.05% | 0.02% | 233 | +13,973 | 211.46% | Q1 2026 | May 18, 2026 |
| Sowell Financial Services LLC | History | Reduced | 20,357 | 1,013 | 0.04% | 0.04% | 234 | -1,292 | -5.97% | Q1 2026 | Apr 20, 2026 |
| WIN ADVISORS, INC | History | New | 20,107 | 1,001 | 0.46% | — | 235 | +20,107 | New | Q1 2026 | May 01, 2026 |
| Simplicity Wealth,LLC | History | Added to | 20,043 | 998 | 0.06% | 0.04% | 236 | +5,352 | 36.43% | Q1 2026 | Apr 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 19,751 | 983 | 0.01% | 0.01% | 237 | -1,009 | -4.86% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 19,370 | 964 | 0.02% | 0.02% | 238 | +3,204 | 19.82% | Q1 2026 | May 18, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 18,665 | 929 | 0.04% | 0.04% | 239 | +1,936 | 11.57% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 18,476 | 920 | 0.01% | 0.01% | 240 | +3,043 | 19.72% | Q1 2026 | May 08, 2026 |
| Avestar Capital, LLC | History | Reduced | 18,250 | 909 | 0.06% | 0.07% | 241 | -2,376 | -11.52% | Q1 2026 | May 13, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 18,139 | 903 | 0.38% | 0.32% | 242 | +980 | 5.71% | Q1 2026 | May 15, 2026 |
| Trivium Point Advisory, LLC | History | New | 18,037 | 898 | 0.16% | — | 243 | +18,037 | New | Q1 2026 | Apr 21, 2026 |
| Faithward Advisors, LLC | History | Added to | 18,004 | 896 | 0.13% | 0.12% | 244 | +1,356 | 8.15% | Q1 2026 | Apr 17, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 17,832 | 888 | 0.63% | 0.64% | 245 | -20 | -0.11% | Q1 2026 | Apr 21, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 17,491 | 871 | 0.08% | 0.09% | 246 | -3,167 | -15.33% | Q1 2026 | Apr 30, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 17,483 | 870 | 0.3% | 0.33% | 247 | -748 | -4.1% | Q1 2026 | Apr 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 17,359 | 864 | 0.12% | 0.13% | 248 | -530 | -2.96% | Q1 2026 | May 13, 2026 |
| BostonPremier Wealth LLC | History | Reduced | 17,145 | 854 | 0.44% | 0.51% | 249 | -2,856 | -14.28% | Q1 2026 | Apr 10, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 16,976 | 845 | 0.34% | 0.33% | 250 | +148 | 0.88% | Q1 2026 | Apr 08, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 16,501 | 821 | 0.19% | 0.19% | 251 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 16,347 | 817 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 16,387 | 816 | 0.05% | 0.04% | 253 | +1,425 | 9.52% | Q1 2026 | Apr 28, 2026 |
| World Investment Advisors | History | Added to | 16,370 | 815 | 0.01% | 0.01% | 254 | +60 | 0.37% | Q1 2026 | Apr 27, 2026 |
| Ascent Group, LLC | History | Reduced | 15,770 | 785 | 0.03% | 0.03% | 255 | -350 | -2.17% | Q1 2026 | May 15, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 15,475 | 770 | 0.25% | 0.27% | 256 | -1,200 | -7.2% | Q1 2026 | May 08, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 15,389 | 766 | 0.27% | 0.27% | 257 | +510 | 3.43% | Q1 2026 | Apr 21, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 15,100 | 752 | 0.02% | 0.02% | 258 | +258 | 1.74% | Q1 2026 | Apr 28, 2026 |
| Savvy Advisors, Inc. | History | Added to | 15,077 | 750 | 0.02% | 0.01% | 259 | +6,511 | 76.01% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 15,027 | 748 | 0.12% | 0.01% | 260 | +13,506 | 887.97% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 14,997 | 746 | 0.0% | 0.0% | 261 | -2,297 | -13.28% | Q1 2026 | May 15, 2026 |
| Argent Advisors, Inc. | History | Added to | 14,918 | 743 | 0.2% | 0.2% | 262 | +373 | 2.56% | Q1 2026 | Apr 24, 2026 |
| Flaharty Asset Management, LLC | History | No change | 14,530 | 723 | 0.09% | 0.09% | 263 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rubicon Advisors, GP | History | Added to | 14,465 | 720 | 0.63% | 0.66% | 264 | +171 | 1.2% | Q1 2026 | May 14, 2026 |
| Embree Financial Group | History | Reduced | 14,360 | 715 | 0.08% | 0.11% | 265 | -2,855 | -16.58% | Q1 2026 | Apr 23, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 14,292 | 711 | 5.4% | 4.78% | 266 | -2,284 | -13.78% | Q1 2026 | May 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 14,193 | 706 | 0.1% | 0.12% | 267 | -112 | -0.78% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 14,120 | 703 | 0.05% | 0.05% | 268 | +946 | 7.18% | Q1 2026 | May 01, 2026 |
| BAM Wealth Management, LLC | History | Added to | 13,971 | 695 | 0.52% | 0.35% | 269 | +4,371 | 45.53% | Q1 2026 | Apr 17, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 13,971 | 695 | 0.07% | 0.08% | 270 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hamilton Wealth, LLC | History | Reduced | 13,701 | 682 | 0.13% | 0.14% | 271 | -1,284 | -8.57% | Q1 2026 | Jun 25, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 13,596 | 677 | 0.69% | 0.14% | 272 | +10,890 | 402.44% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 13,576 | 676 | 0.01% | 0.01% | 273 | +1,770 | 14.99% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 13,570 | 675 | 0.0% | 0.0% | 274 | +4,223 | 45.18% | Q1 2026 | May 12, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 13,092 | 652 | 0.27% | 0.26% | 275 | -12 | -0.09% | Q1 2026 | Apr 23, 2026 |
| Valley Financial Group, Inc. | History | Added to | 12,817 | 638 | 0.34% | 0.34% | 276 | +660 | 5.43% | Q1 2026 | May 15, 2026 |
| CMC Financial Group | History | New | 12,706 | 632 | 1.24% | — | 277 | +12,706 | New | Q1 2026 | May 08, 2026 |
| Ballew Advisors, Inc | History | Added to | 12,266 | 613 | 0.35% | 0.33% | 278 | +500 | 4.25% | Q1 2026 | Apr 10, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 12,295 | 612 | 0.39% | 0.49% | 279 | -2,006 | -14.03% | Q1 2026 | Apr 23, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 12,217 | 608 | 0.6% | 0.17% | 280 | +8,786 | 256.08% | Q1 2026 | Apr 22, 2026 |
| HighPoint Advisor Group LLC | History | New | 12,180 | 606 | 0.03% | — | 281 | +12,180 | New | Q1 2026 | May 14, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 11,939 | 594 | 0.02% | — | 282 | +11,939 | New | Q1 2026 | Apr 16, 2026 |
| NBC SECURITIES, INC. | History | Added to | 11,884 | 591 | 0.04% | 0.04% | 283 | +221 | 1.89% | Q1 2026 | Apr 14, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 11,850 | 590 | 0.35% | 0.22% | 284 | +5,375 | 83.01% | Q1 2026 | May 14, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 11,607 | 578 | 0.03% | 0.03% | 285 | +514 | 4.63% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 11,533 | 574 | 0.02% | 0.02% | 286 | +527 | 4.79% | Q1 2026 | May 12, 2026 |
| Smart Portfolios, LLC | History | Added to | 11,428 | 569 | 0.57% | 0.55% | 287 | +360 | 3.25% | Q1 2026 | May 01, 2026 |
| Southland Equity Partners LLC | History | New | 11,376 | 566 | 0.11% | — | 288 | +11,376 | New | Q1 2026 | Apr 14, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 11,316 | 563 | 0.09% | 0.11% | 289 | -100 | -0.88% | Q1 2026 | Apr 17, 2026 |
| 626 Financial, LLC | History | Reduced | 11,188 | 557 | 0.25% | 0.28% | 290 | -1,636 | -12.76% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 11,033 | 549 | 0.0% | 0.0% | 291 | -916 | -7.67% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 10,611 | 528 | 0.02% | 0.02% | 292 | +629 | 6.3% | Q1 2026 | May 13, 2026 |
| Integrated Advisors Network LLC | History | Added to | 10,454 | 520 | 0.03% | 0.02% | 293 | +1,972 | 23.25% | Q1 2026 | Apr 28, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 10,390 | 517 | 0.04% | 0.04% | 294 | +2,687 | 34.88% | Q1 2026 | Apr 16, 2026 |
| Capital CS Group, LLC | History | Added to | 10,253 | 510 | 1.05% | 0.79% | 295 | +30 | 0.29% | Q1 2026 | May 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 10,185 | 507 | 0.09% | — | 296 | +10,185 | New | Q1 2026 | May 06, 2026 |
| Entelevest, LLC | History | Added to | 10,079 | 502 | 0.5% | 0.32% | 297 | +3,654 | 56.87% | Q1 2026 | May 04, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 10,017 | 498 | 0.03% | 0.03% | 298 | -73 | -0.72% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 9,934 | 494 | 0.0% | 0.0% | 299 | -3,331 | -25.11% | Q1 2026 | May 15, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Added to | 9,868 | 493 | 0.4% | 0.41% | 300 | +1 | 0.01% | Q1 2026 | Apr 30, 2026 |
| Quantinno Capital Management LP | History | No change | 9,913 | 493 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 9,411 | 468 | 0.08% | — | 303 | +9,411 | New | Q1 2026 | Apr 21, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 9,409 | 468 | 0.02% | 0.02% | 302 | -582 | -5.83% | Q1 2026 | May 06, 2026 |
| WEALTH EFFECTS LLC | History | No change | 9,394 | 467 | 0.17% | 0.15% | 304 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 9,258 | 461 | 0.05% | 0.05% | 305 | -367 | -3.81% | Q1 2026 | Apr 24, 2026 |
| Plotkin Financial Advisors, LLC | History | New | 9,200 | 458 | 0.23% | — | 307 | +9,200 | New | Q1 2026 | May 11, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 9,209 | 458 | 0.09% | 0.09% | 306 | +4,519 | 96.35% | Q1 2026 | Apr 29, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 9,053 | 450 | 0.12% | 0.08% | 308 | +3,305 | 57.5% | Q1 2026 | May 08, 2026 |
| Narwhal Capital Management | History | Reduced | 8,753 | 435 | 0.03% | 0.04% | 309 | -1,905 | -17.87% | Q1 2026 | Apr 23, 2026 |
| PFG Advisors | History | Reduced | 8,753 | 435 | 0.02% | 0.02% | 310 | -560 | -6.01% | Q1 2026 | May 05, 2026 |
| Family Legacy, Inc. | History | No change | 8,513 | 424 | 0.13% | 0.13% | 311 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TradeWell Securities, LLC. | History | New | 8,356 | 416 | 0.18% | — | 312 | +8,356 | New | Q1 2026 | Apr 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 8,298 | 413 | 0.04% | 0.07% | 313 | -2,486 | -23.05% | Q1 2026 | Apr 23, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 8,165 | 406 | 0.02% | 0.03% | 314 | -9,321 | -53.31% | Q1 2026 | Apr 10, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 8,130 | 404 | 0.12% | 0.24% | 315 | -8,245 | -50.35% | Q1 2026 | Apr 17, 2026 |
| Claro Advisors Inc. | History | Reduced | 7,963 | 396 | 0.05% | 0.06% | 316 | -1,115 | -12.28% | Q1 2026 | Apr 21, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 7,912 | 394 | 0.25% | 0.28% | 317 | -531 | -6.29% | Q1 2026 | Apr 10, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 7,914 | 394 | 0.36% | 0.36% | 318 | +111 | 1.42% | Q1 2026 | Apr 23, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 7,856 | 391 | 0.27% | 0.26% | 319 | -245 | -3.02% | Q1 2026 | May 14, 2026 |
| Leo Wealth, LLC | History | New | 7,682 | 382 | 0.03% | — | 321 | +7,682 | New | Q1 2026 | May 05, 2026 |
| 1776 Wealth LLC | History | No change | 7,675 | 382 | 0.15% | 0.14% | 320 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 7,422 | 369 | 0.01% | 0.02% | 322 | -1,974 | -21.01% | Q1 2026 | Apr 08, 2026 |
| Strategic Financial Concepts, LLC | History | New | 7,378 | 367 | 0.09% | — | 323 | +7,378 | New | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 7,280 | 362 | 0.01% | 0.01% | 324 | +1,541 | 26.85% | Q1 2026 | Apr 22, 2026 |
| NBT BANK N A /NY | History | Added to | 7,243 | 360 | 0.02% | 0.02% | 325 | +7,193 | 14386.0% | Q1 2026 | Apr 28, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 7,218 | 359 | 0.04% | 0.07% | 326 | -5,989 | -45.35% | Q1 2026 | May 04, 2026 |
| Platform Technology Partners | History | No change | 7,226 | 359 | 0.07% | 0.08% | 327 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 7,068 | 352 | 0.31% | 0.22% | 328 | +607 | 9.39% | Q1 2026 | May 04, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | New | 6,993 | 348 | 0.36% | — | 329 | +6,993 | New | Q1 2026 | Apr 21, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 6,943 | 345 | 0.08% | 0.08% | 330 | +210 | 3.12% | Q1 2026 | May 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 6,688 | 333 | 0.02% | 0.01% | 331 | +824 | 14.05% | Q1 2026 | Apr 28, 2026 |
| J.M. Arbour, LLC | History | Added to | 6,687 | 333 | 0.32% | 0.33% | 333 | +110 | 1.67% | Q1 2026 | Apr 21, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 6,705 | 333 | 0.11% | 0.12% | 332 | +10 | 0.15% | Q1 2026 | May 13, 2026 |
| SAPIENT CAPITAL LLC | History | New | 6,679 | 332 | 0.01% | — | 334 | +6,679 | New | Q1 2026 | Jun 22, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 6,632 | 330 | 0.06% | 0.06% | 335 | +49 | 0.74% | Q1 2026 | May 04, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 6,463 | 321 | 0.01% | 0.01% | 338 | -370 | -5.41% | Q1 2026 | Apr 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 6,464 | 321 | 0.01% | 0.01% | 336 | +326 | 5.31% | Q1 2026 | May 14, 2026 |
| Certified Advisory Corp | History | Added to | 6,452 | 321 | 0.03% | 0.03% | 337 | +200 | 3.2% | Q1 2026 | Apr 17, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 6,157 | 306 | 0.09% | 0.1% | 339 | -221 | -3.47% | Q1 2026 | Apr 06, 2026 |
| TFB Advisors LLC | History | Reduced | 6,108 | 304 | 0.16% | 0.19% | 340 | -7,397 | -54.77% | Q1 2026 | Apr 20, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 6,084 | 303 | 0.13% | 0.15% | 341 | -1,105 | -15.37% | Q1 2026 | May 05, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 6,040 | 300 | 0.04% | 0.05% | 342 | -1,995 | -24.83% | Q1 2026 | May 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 5,995 | 299 | 0.02% | — | 343 | +5,995 | New | Q1 2026 | Apr 17, 2026 |
| Archer Investment Corp | History | Reduced | 5,962 | 296 | 0.06% | 0.07% | 344 | -46 | -0.77% | Q1 2026 | May 04, 2026 |
| Luminist Capital LLC | History | No change | 5,936 | 295 | 0.39% | 0.36% | 345 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Rossby Financial, LCC | History | Added to | 5,920 | 294 | 0.06% | 0.09% | 346 | +335 | 6.0% | Q1 2026 | May 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 5,838 | 290 | 0.15% | 0.16% | 347 | +87 | 1.51% | Q1 2026 | May 13, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 5,746 | 286 | 0.02% | 0.02% | 348 | -276 | -4.58% | Q1 2026 | Apr 17, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 5,757 | 286 | 0.19% | 0.19% | 349 | +38 | 0.66% | Q1 2026 | Apr 21, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,702 | 283 | 0.01% | 0.01% | 350 | +1,981 | 53.24% | Q1 2026 | May 15, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 5,616 | 279 | 0.04% | 0.05% | 351 | -7,081 | -55.77% | Q1 2026 | Apr 24, 2026 |
| Grantvest Financial Group LLC | History | New | 5,551 | 276 | 0.18% | — | 352 | +5,551 | New | Q1 2026 | May 11, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 5,516 | 275 | 0.14% | 0.13% | 353 | +1,031 | 22.99% | Q1 2026 | Apr 08, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 5,481 | 273 | 0.13% | 0.12% | 354 | +233 | 4.44% | Q1 2026 | Apr 22, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 5,346 | 266 | 0.02% | 0.02% | 355 | +611 | 12.9% | Q1 2026 | Apr 30, 2026 |
| Cypress Capital Group | History | Reduced | 5,305 | 264 | 0.03% | 0.11% | 356 | -13,700 | -72.09% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 5,307 | 264 | 0.02% | 0.02% | 357 | -965 | -15.39% | Q1 2026 | May 13, 2026 |
| Balboa Wealth Partners | History | Added to | 5,311 | 264 | 0.04% | 0.04% | 358 | +170 | 3.31% | Q1 2026 | Apr 16, 2026 |
| Ancora Advisors LLC | History | No change | 5,285 | 263 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 5,090 | 254 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NOVEM GROUP | History | New | 5,083 | 253 | 0.03% | — | 362 | +5,083 | New | Q1 2026 | Apr 10, 2026 |
| Essex LLC | History | No change | 5,081 | 253 | 0.04% | 0.04% | 361 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Tidemark, LLC | History | Added to | 4,951 | 246 | 0.06% | 0.07% | 363 | +7 | 0.14% | Q1 2026 | May 07, 2026 |
| Alessandra Capital Management, LLC | History | New | 4,900 | 244 | 0.21% | — | 365 | +4,900 | New | Q1 2026 | Apr 30, 2026 |
| Waterloo Capital, L.P. | History | No change | 4,899 | 244 | 0.02% | 0.02% | 364 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 4,767 | 237 | 0.01% | 0.01% | 366 | -266 | -5.29% | Q1 2026 | Apr 27, 2026 |
| RMR Wealth Builders | History | Reduced | 4,747 | 236 | 0.02% | 0.02% | 367 | -85 | -1.76% | Q1 2026 | Apr 22, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 4,739 | 236 | 0.09% | 0.09% | 368 | +18 | 0.38% | Q1 2026 | Apr 21, 2026 |
| TRB Wealth Management, LLC | History | New | 4,721 | 235 | 0.03% | — | 370 | +4,721 | New | Q1 2026 | May 14, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 4,723 | 235 | 0.1% | 0.09% | 369 | +40 | 0.85% | Q1 2026 | Apr 22, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 4,686 | 233 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 4,595 | 228 | 0.0% | — | 373 | +4,595 | New | Q1 2026 | May 11, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 4,579 | 228 | 0.06% | 0.07% | 372 | -1,218 | -21.01% | Q1 2026 | Apr 09, 2026 |
| Occidental Asset Management, LLC | History | New | 4,524 | 225 | 0.03% | — | 374 | +4,524 | New | Q1 2026 | Apr 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 4,515 | 224 | 0.01% | 0.02% | 375 | -513 | -10.2% | Q1 2026 | Apr 27, 2026 |
| Mosley Wealth Management | History | Added to | 4,478 | 222 | 0.1% | 0.1% | 376 | +35 | 0.79% | Q1 2026 | Apr 27, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 4,448 | 221 | 0.01% | 0.01% | 377 | -16 | -0.36% | Q1 2026 | May 14, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 4,334 | 216 | 0.18% | 0.18% | 378 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 4,298 | 214 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Talon Private Wealth, LLC | History | New | 4,280 | 213 | 0.03% | — | 380 | +4,280 | New | Q1 2026 | May 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 4,260 | 212 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Betterment LLC | History | Added to | 4,240 | 211 | 0.0% | 0.0% | 382 | +137 | 3.34% | Q1 2026 | May 14, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 4,253 | 211 | 0.12% | 0.12% | 383 | -2 | -0.05% | Q1 2026 | Apr 20, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 4,205 | 209 | 0.01% | 0.01% | 384 | -47 | -1.11% | Q1 2026 | Apr 17, 2026 |
| Moment Partners, LLC | History | New | 4,147 | 206 | 0.04% | — | 386 | +4,147 | New | Q1 2026 | May 04, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 4,146 | 206 | 0.01% | 0.01% | 385 | -33 | -0.79% | Q1 2026 | Apr 29, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 4,127 | 205 | 0.07% | 0.06% | 387 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 4,100 | 204 | 0.06% | 0.05% | 388 | +350 | 9.33% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,950 | 196 | 0.0% | 0.0% | 389 | +399 | 11.24% | Q1 2026 | May 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 3,375 | 168 | 0.05% | 0.05% | 390 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 3,200 | 159 | 0.0% | 0.0% | 391 | -191 | -5.63% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Added to | 3,000 | 149 | 0.0% | 0.0% | 392 | +157 | 5.52% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | No change | 2,872 | 143 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,868 | 142 | 0.0% | 0.01% | 394 | -3,351 | -53.88% | Q1 2026 | Jun 02, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,595 | 129 | 0.0% | 0.0% | 395 | -1,637 | -38.68% | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,475 | 123 | 0.04% | 0.04% | 396 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,348 | 116 | 0.01% | 0.01% | 397 | -320 | -11.99% | Q1 2026 | Apr 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 2,201 | 109 | 0.05% | — | 398 | +2,201 | New | Q1 2026 | May 08, 2026 |
| MTM Investment Management, LLC | History | No change | 2,173 | 108 | 0.03% | 0.03% | 399 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Reduced | 1,937 | 96 | 0.0% | 0.0% | 400 | -6,244 | -76.32% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Reduced | 1,780 | 88 | 0.25% | 0.02% | 401 | -7,137 | -80.04% | Q1 2026 | May 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,645 | 81 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,311 | 65 | 0.0% | 0.0% | 403 | +574 | 77.88% | Q1 2026 | May 13, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 1,177 | 58 | 0.02% | 0.02% | 404 | -43 | -3.52% | Q1 2026 | Apr 28, 2026 |
| Motiv8 Investments LLC | History | No change | 1,123 | 56 | 0.03% | 0.03% | 405 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1,102 | 54 | 0.04% | — | 407 | +1,102 | New | Q1 2026 | Apr 21, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 1,090 | 54 | 0.02% | — | 406 | +1,090 | New | Q1 2026 | Apr 13, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 1,023 | 50 | 0.01% | 0.01% | 408 | +10 | 0.99% | Q1 2026 | Apr 24, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 900 | 44 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | No change | 725 | 36 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 702 | 35 | 0.0% | — | 411 | +702 | New | Q1 2026 | Apr 28, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 550 | 27 | 0.0% | — | 413 | +550 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 550 | 27 | 0.0% | 0.0% | 412 | -275 | -33.33% | Q1 2026 | May 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 540 | 26 | 0.01% | — | 415 | +540 | New | Q1 2026 | Apr 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 525 | 26 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| My Portfolio Guide, LLC | History | New | 481 | 23 | 0.01% | — | 416 | +481 | New | Q1 2026 | May 05, 2026 |
| Y.D. More Investments Ltd | History | No change | 450 | 22 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 413 | 20 | 0.02% | 0.02% | 418 | -29 | -6.56% | Q1 2026 | May 06, 2026 |
| True Wealth Design, LLC | History | No change | 400 | 19 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Key Capital Management, INC | History | Added to | 322 | 16 | 0.01% | 0.01% | 421 | +164 | 103.8% | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 335 | 16 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 284 | 14 | 0.0% | 0.0% | 422 | -63 | -18.16% | Q1 2026 | May 06, 2026 |
| Cheviot Value Management, LLC | History | No change | 255 | 12 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| First Command Advisory Services, Inc. | History | No change | 244 | 12 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 223 | 11 | 0.0% | 0.0% | 425 | -13 | -5.51% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | New | 212 | 10 | 0.0% | — | 426 | +212 | New | Q1 2026 | May 15, 2026 |
| TopTier Wealth Management, LLC | History | New | 194 | 9 | 0.01% | — | 427 | +194 | New | Q1 2026 | May 05, 2026 |
| SHP Wealth Management | History | New | 143 | 7 | 0.0% | — | 429 | +143 | New | Q1 2026 | May 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 160 | 7 | 0.0% | 0.0% | 428 | +2 | 1.27% | Q1 2026 | May 05, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 121 | 6 | 0.0% | — | 432 | +121 | New | Q1 2026 | May 07, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 127 | 6 | 0.0% | 0.0% | 431 | +56 | 78.87% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | No change | 122 | 6 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CURIO WEALTH, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 68 | 3 | 0.0% | 0.01% | 436 | -135 | -66.5% | Q1 2026 | May 14, 2026 |
| Synergy Investment Management, LLC | History | New | 62 | 3 | 0.0% | — | 437 | +62 | New | Q1 2026 | May 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 75 | 3 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| McIlrath & Eck, LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 43 | 2 | 0.0% | — | 438 | +30 | 230.77% | Q1 2026 | May 12, 2026 |
| Caitlin John, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dunhill Financial, LLC | History | New | 38 | 1 | 0.0% | — | 442 | +38 | New | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 37 | 1 | 0.0% | 0.0% | 440 | +1 | 2.78% | Q1 2026 | May 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -205,922 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -138,802 | -100.0% | Q1 2026 | May 15, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -90,743 | -100.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -51,136 | -100.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,700 | -100.0% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -29,976 | -100.0% | Q1 2026 | May 14, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 1.23% | — | -29,784 | -100.0% | Q1 2026 | May 20, 2026 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -26,213 | -100.0% | Q1 2026 | May 08, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -24,338 | -100.0% | Q1 2026 | May 01, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -22,130 | -100.0% | Q1 2026 | May 14, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.75% | — | -19,347 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Concentrum Wealth Management | History | Closed out | 0 | 0 | — | 0.2% | — | -14,544 | -100.0% | Q1 2026 | May 04, 2026 |
| Pinnacle Family Advisors, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -12,028 | -100.0% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,308 | -100.0% | Q1 2026 | May 01, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,945 | -100.0% | Q1 2026 | Apr 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,801 | -100.0% | Q1 2026 | Jul 17, 2026 |
| Van Diest Capital, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -4,432 | -100.0% | Q1 2026 | May 15, 2026 |
| Tempo Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,278 | -100.0% | Q1 2026 | May 14, 2026 |
| MONEYWISE, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -4,236 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Asset Allocation Strategies LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,216 | -100.0% | Q1 2026 | Apr 22, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,088 | -100.0% | Q1 2026 | May 27, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,081 | -100.0% | Q1 2026 | May 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,377 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -574 | -100.0% | Q1 2026 | Apr 06, 2026 |
| DUNCKER STREETT & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 15 | 0 | — | 0.0% | — | -319 | -95.51% | Q1 2026 | May 08, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q1 2026 | May 14, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q1 2026 | May 13, 2026 |
| Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | Apr 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Realta Investment Advisors | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |