SPDR SERIES TRUST - MDYG
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 | 1,568,124 | 150,477 | 0.04% | 0.04% | 1 | -181,894 | -10.39% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,263,838 | 121,277 | 0.25% | 0.23% | 2 | -56,981 | -4.31% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 1,219,055 | 116,980 | 0.63% | 0.58% | 3 | +134,745 | 12.43% | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 1,083,341 | 103,957 | 1.68% | 1.64% | 4 | +28,549 | 2.71% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 846,263 | 81,207 | 0.0% | 0.0% | 5 | +78,351 | 10.2% | Q1 2026 | May 15, 2026 |
| Convergence Financial, LLC | History | Added to | 548,826 | 52,882 | 5.61% | 3.63% | 6 | +279,726 | 103.95% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 501,223 | 48,097 | 0.01% | 0.01% | 7 | +37,016 | 7.97% | Q1 2026 | May 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 497,231 | 45,959 | 2.97% | 2.97% | 8 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 460,690 | 44,207 | 0.01% | 0.0% | 9 | +309,344 | 204.4% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 425,586 | 40,839 | 0.19% | 0.13% | 10 | +122,989 | 40.64% | Q1 2026 | Apr 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 385,508 | 36,253 | 0.02% | 0.02% | 11 | +48,068 | 14.24% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 356,566 | 34,216 | 1.17% | 1.12% | 12 | -5,647 | -1.56% | Q1 2026 | May 07, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 352,653 | 33,838 | 1.76% | 1.6% | 13 | +21,338 | 6.44% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 330,087 | 31,675 | 1.3% | 1.23% | 14 | +5,975 | 1.84% | Q1 2026 | Apr 21, 2026 |
| Klingman & Associates, LLC | History | Reduced | 324,175 | 31,107 | 1.49% | 1.45% | 15 | -1,917 | -0.59% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 321,914 | 30,890 | 0.85% | 0.75% | 16 | +33,447 | 11.59% | Q1 2026 | May 04, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 305,480 | 29,313 | 0.82% | 0.72% | 17 | +29,295 | 10.61% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 273,166 | 26,213 | 0.03% | 0.03% | 18 | -4,421 | -1.59% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 257,992 | 24,756 | 0.02% | 0.01% | 19 | +11,370 | 4.61% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 251,879 | 24,170 | 0.0% | 0.0% | 20 | -2,169 | -0.85% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 244,786 | 23,446 | 0.01% | 0.01% | 21 | -15,332 | -5.89% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 226,283 | 21,714 | 0.03% | 0.03% | 22 | +9,619 | 4.44% | Q1 2026 | Apr 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 220,537 | 21,162 | 0.0% | 0.0% | 23 | -34,620 | -13.57% | Q1 2026 | May 15, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 215,676 | 20,696 | 4.9% | 4.32% | 24 | +4,235 | 2.0% | Q1 2026 | Apr 30, 2026 |
| Rodgers & Associates, LTD | History | Added to | 194,202 | 18,635 | 1.9% | 1.79% | 25 | +3,110 | 1.63% | Q1 2026 | May 04, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 180,601 | 17,330 | 0.07% | — | 26 | +180,601 | New | Q1 2026 | May 12, 2026 |
| McAdam, LLC | History | Reduced | 177,081 | 16,992 | 0.77% | 0.77% | 27 | -5,112 | -2.81% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Reduced | 172,720 | 16,574 | 0.02% | 0.02% | 28 | -32,525 | -15.85% | Q1 2026 | May 13, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 164,316 | 15,767 | 6.49% | 5.82% | 29 | +3,937 | 2.45% | Q1 2026 | Apr 22, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 144,257 | 13,842 | 4.95% | 4.7% | 30 | +4,123 | 2.94% | Q1 2026 | Apr 23, 2026 |
| Cetera Investment Advisers | History | Added to | 141,139 | 13,543 | 0.01% | 0.01% | 31 | +27,760 | 24.48% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 141,086 | 13,539 | 0.0% | 0.0% | 32 | +70,755 | 100.6% | Q1 2026 | May 15, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 121,342 | 11,643 | 0.65% | 1.57% | 33 | -199,598 | -62.19% | Q1 2026 | May 01, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 118,234 | 11,345 | 0.16% | 0.16% | 34 | -6,104 | -4.91% | Q1 2026 | May 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 117,938 | 11,317 | 0.02% | 0.02% | 35 | -33,181 | -21.96% | Q1 2026 | Apr 27, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 114,552 | 10,992 | 1.23% | 1.2% | 36 | -1,674 | -1.44% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | New | 113,731 | 10,913 | 0.14% | — | 37 | +113,731 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 111,040 | 10,655 | 0.0% | 0.0% | 38 | +22,887 | 25.96% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 96,376 | 9,248 | 0.07% | 0.07% | 39 | +6,831 | 7.63% | Q1 2026 | Apr 15, 2026 |
| ERn Financial, LLC | History | Reduced | 91,056 | 8,737 | 1.64% | 1.62% | 40 | -1,909 | -2.05% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 89,484 | 8,588 | 0.01% | 0.01% | 41 | +2,007 | 2.29% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | Reduced | 85,630 | 8,217 | 0.68% | 0.8% | 42 | -13,236 | -13.39% | Q1 2026 | Apr 22, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 74,312 | 7,740 | 0.17% | 0.17% | 43 | +3,788 | 5.37% | Q1 2026 | May 04, 2026 |
| Marathon Mission, Inc. | History | Reduced | 79,646 | 7,642 | 4.45% | 4.26% | 44 | -90 | -0.11% | Q1 2026 | Apr 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 74,160 | 7,116 | 0.01% | 0.03% | 45 | -336,809 | -81.95% | Q1 2026 | May 12, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 73,242 | 7,028 | 0.55% | 0.42% | 46 | +15,873 | 27.67% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Added to | 72,232 | 6,931 | 0.02% | 0.02% | 47 | +1,176 | 1.66% | Q1 2026 | May 14, 2026 |
| WealthShield Partners, LLC | History | Added to | 71,389 | 6,850 | 0.76% | 0.72% | 48 | +617 | 0.87% | Q1 2026 | May 01, 2026 |
| Pathstone Holdings, LLC | History | No change | 69,638 | 6,682 | 0.03% | 0.02% | 49 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 67,613 | 6,488 | 1.27% | 1.22% | 50 | -1,829 | -2.63% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 64,567 | 6,196 | 0.06% | 0.35% | 51 | -276,200 | -81.05% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 62,735 | 6,020 | 0.07% | 0.08% | 52 | -12,314 | -16.41% | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 61,694 | 5,920 | 0.0% | 0.0% | 53 | +8,639 | 16.28% | Q1 2026 | May 15, 2026 |
| Diligent Investors, LLC | History | Reduced | 59,951 | 5,752 | 1.42% | 1.38% | 54 | -658 | -1.09% | Q1 2026 | Apr 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 50,000 | 4,798 | 0.0% | — | 55 | +50,000 | New | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 48,269 | 4,632 | 0.01% | 0.01% | 56 | -45 | -0.09% | Q1 2026 | Apr 30, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 47,732 | 4,580 | 0.5% | 0.83% | 57 | -32,911 | -40.81% | Q1 2026 | Apr 24, 2026 |
| May Barnhard Investments LLC | History | Reduced | 46,299 | 4,442 | 2.16% | 2.45% | 58 | -9,768 | -17.42% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 46,271 | 4,440 | 0.01% | 0.01% | 59 | -11,521 | -19.94% | Q1 2026 | May 04, 2026 |
| Financial Concepts Unlimited, Inc. | History | New | 45,676 | 4,383 | 3.93% | — | 60 | +45,676 | New | Q1 2026 | May 05, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 44,993 | 4,317 | 0.32% | 0.27% | 61 | +5,143 | 12.91% | Q1 2026 | Apr 15, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 44,693 | 4,288 | 0.48% | 0.5% | 62 | -2,260 | -4.81% | Q1 2026 | Apr 29, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 44,416 | 4,262 | 0.4% | 0.39% | 63 | -1,107 | -2.43% | Q1 2026 | Apr 27, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 43,821 | 4,205 | 0.46% | 0.44% | 64 | +1,739 | 4.13% | Q1 2026 | Apr 15, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 43,666 | 4,190 | 1.01% | 0.7% | 65 | +14,839 | 51.48% | Q1 2026 | Apr 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 43,349 | 4,159 | 0.15% | 0.15% | 66 | +843 | 1.98% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 42,940 | 4,121 | 0.11% | 0.12% | 67 | -3,354 | -7.24% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 43,758 | 4,045 | 0.03% | 0.03% | 68 | -122 | -0.28% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 41,334 | 3,966 | 0.0% | 0.0% | 69 | -201 | -0.48% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Reduced | 40,652 | 3,900 | 0.0% | 0.0% | 70 | -1,104 | -2.64% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 40,399 | 3,876 | 0.01% | 0.01% | 71 | -5,856 | -12.66% | Q1 2026 | May 15, 2026 |
| Tempo Wealth, LLC | History | Added to | 40,401 | 3,876 | 0.68% | 0.62% | 72 | +3,005 | 8.04% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 37,068 | 3,596 | 0.03% | 0.01% | 73 | +29,857 | 414.05% | Q1 2026 | Apr 07, 2026 |
| Bill Few Associates, Inc. | History | Added to | 36,800 | 3,531 | 0.85% | 0.75% | 74 | +3,758 | 11.37% | Q1 2026 | Apr 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 36,584 | 3,510 | 0.17% | 0.15% | 75 | +3,046 | 9.08% | Q1 2026 | Apr 28, 2026 |
| Corient Private Wealth LLC | History | Reduced | 33,310 | 3,196 | 0.0% | 0.02% | 77 | -126,249 | -79.12% | Q1 2026 | May 15, 2026 |
| CHARTIST INC /CA/ | History | No change | 5,183 | 3,196 | 2.3% | 2.12% | 76 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Occidental Asset Management, LLC | History | Added to | 32,293 | 3,098 | 0.37% | 0.35% | 78 | +877 | 2.79% | Q1 2026 | Apr 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 31,343 | 3,007 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 30,925 | 2,967 | 0.25% | 0.31% | 80 | -12,715 | -29.14% | Q1 2026 | May 07, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 30,747 | 2,950 | 0.83% | 0.86% | 81 | -38 | -0.12% | Q1 2026 | Apr 24, 2026 |
| Comprehensive Wealth Management, LLC | History | New | 30,517 | 2,928 | 1.48% | — | 82 | +30,517 | New | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 30,438 | 2,920 | 0.07% | 0.07% | 83 | +63 | 0.21% | Q1 2026 | May 04, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 30,177 | 2,895 | 1.6% | 1.64% | 84 | +2,179 | 7.78% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 28,614 | 2,745 | 0.04% | 0.04% | 85 | -592 | -2.03% | Q1 2026 | May 12, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 28,554 | 2,740 | 1.33% | 1.27% | 86 | -45 | -0.16% | Q1 2026 | May 07, 2026 |
| MidFirst Bank | History | Added to | 27,606 | 2,649 | 0.22% | 0.14% | 87 | +8,689 | 45.93% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 27,349 | 2,624 | 0.07% | 0.05% | 88 | +5,224 | 23.61% | Q1 2026 | Apr 07, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 26,519 | 2,544 | 0.16% | 0.17% | 89 | -1,641 | -5.83% | Q1 2026 | Apr 27, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 26,476 | 2,540 | 0.26% | 0.3% | 90 | -2,890 | -9.84% | Q1 2026 | Apr 30, 2026 |
| Clarus Wealth Advisors | History | Reduced | 25,650 | 2,503 | 1.07% | 1.06% | 91 | -555 | -2.12% | Q1 2026 | Apr 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 25,719 | 2,467 | 0.0% | 0.0% | 92 | +2,484 | 10.69% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 25,081 | 2,406 | 0.0% | 0.0% | 93 | -33 | -0.13% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Added to | 24,397 | 2,341 | 0.04% | 0.04% | 94 | +486 | 2.03% | Q1 2026 | Apr 27, 2026 |
| GEN Financial Management, INC. | History | Added to | 24,312 | 2,332 | 1.44% | 1.21% | 95 | +3,500 | 16.82% | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 24,136 | 2,316 | 0.04% | 0.01% | 96 | +19,830 | 460.52% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | Reduced | 24,129 | 2,315 | 0.44% | 0.48% | 97 | -4,323 | -15.19% | Q1 2026 | Apr 03, 2026 |
| Barden Capital Management, Inc. | History | Added to | 23,799 | 2,283 | 1.95% | 1.79% | 98 | +230 | 0.98% | Q1 2026 | Apr 07, 2026 |
| Brookstone Capital Management | History | Reduced | 23,770 | 2,281 | 0.03% | 0.03% | 99 | -1,456 | -5.77% | Q1 2026 | Apr 16, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 23,593 | 2,186 | 0.0% | 0.0% | 100 | +1,224 | 5.47% | Q1 2026 | May 13, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 22,438 | 2,153 | 0.1% | 0.12% | 101 | -8,225 | -26.82% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 22,121 | 2,122 | 0.0% | 0.0% | 102 | +40 | 0.18% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 21,588 | 2,071 | 0.05% | 0.05% | 103 | -1,795 | -7.68% | Q1 2026 | Apr 29, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 20,645 | 1,981 | 0.44% | 0.52% | 104 | -4,935 | -19.29% | Q1 2026 | Apr 03, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 20,486 | 1,965 | 0.13% | 0.12% | 105 | +1,426 | 7.48% | Q1 2026 | May 07, 2026 |
| Walsh & Associates, LLC | History | Added to | 20,328 | 1,950 | 1.93% | 1.78% | 106 | +831 | 4.26% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Reduced | 20,106 | 1,929 | 0.07% | 0.06% | 107 | -25 | -0.12% | Q1 2026 | May 13, 2026 |
| Capital Squared Financial LLC | History | Added to | 19,913 | 1,910 | 1.46% | 1.4% | 108 | +423 | 2.17% | Q1 2026 | May 01, 2026 |
| Asset Management Group, Inc. | History | Reduced | 19,845 | 1,904 | 0.31% | 0.31% | 109 | -1,095 | -5.23% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 19,244 | 1,846 | 0.01% | 0.01% | 110 | -18 | -0.09% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 18,574 | 1,806 | 0.16% | 0.15% | 111 | +391 | 2.15% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Added to | 18,361 | 1,761 | 0.06% | 0.05% | 112 | +1,452 | 8.59% | Q1 2026 | Apr 22, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 18,079 | 1,734 | 0.47% | 0.48% | 113 | +4,721 | 35.34% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Added to | 17,999 | 1,727 | 0.01% | 0.01% | 114 | +1,861 | 11.53% | Q1 2026 | May 15, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 17,996 | 1,726 | 0.92% | 0.86% | 115 | -27 | -0.15% | Q1 2026 | May 11, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 17,489 | 1,678 | 0.42% | 0.52% | 116 | -6,673 | -27.62% | Q1 2026 | Apr 30, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 17,469 | 1,676 | 0.81% | 0.81% | 117 | -139 | -0.79% | Q1 2026 | May 05, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 17,322 | 1,662 | 0.06% | 0.04% | 118 | +4,056 | 30.57% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 17,299 | 1,660 | 0.0% | 0.0% | 119 | -497 | -2.79% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 17,245 | 1,654 | 0.05% | 0.05% | 120 | +278 | 1.64% | Q1 2026 | Apr 09, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 16,521 | 1,585 | 0.4% | 0.4% | 121 | +447 | 2.78% | Q1 2026 | Apr 29, 2026 |
| Broadview Financial Management, LLC | History | Added to | 16,312 | 1,565 | 1.07% | 0.98% | 122 | +421 | 2.65% | Q1 2026 | May 04, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 16,293 | 1,563 | 0.11% | 0.07% | 123 | +5,729 | 54.23% | Q1 2026 | Apr 10, 2026 |
| COMERICA BANK | History | No change | 16,548 | 1,529 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Key FInancial Inc | History | Reduced | 15,837 | 1,519 | 0.27% | 0.29% | 125 | -1,631 | -9.34% | Q1 2026 | Apr 24, 2026 |
| Independent Advisor Alliance | History | Added to | 14,204 | 1,363 | 0.01% | 0.01% | 126 | +7,608 | 115.34% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 13,666 | 1,311 | 0.03% | 0.03% | 127 | +81 | 0.6% | Q1 2026 | May 14, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 13,578 | 1,302 | 0.29% | 0.3% | 128 | -302 | -2.18% | Q1 2026 | Apr 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 13,458 | 1,291 | 0.02% | 0.18% | 129 | -117,560 | -89.73% | Q1 2026 | Apr 01, 2026 |
| LTG Capital LLC | History | Reduced | 13,036 | 1,250 | 0.96% | 0.94% | 130 | -1 | -0.01% | Q1 2026 | May 15, 2026 |
| Payne Capital Management, LLC | History | Added to | 12,896 | 1,237 | 0.37% | 0.37% | 131 | +137 | 1.07% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 12,584 | 1,207 | 0.0% | 0.0% | 132 | +12,552 | 39225.0% | Q1 2026 | May 01, 2026 |
| Trilogy Capital Inc. | History | Reduced | 12,262 | 1,176 | 0.05% | 0.05% | 133 | -848 | -6.47% | Q1 2026 | Apr 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 12,102 | 1,161 | 0.04% | 0.01% | 134 | +1,587 | 15.09% | Q1 2026 | Apr 23, 2026 |
| Advisor OS, LLC | History | Reduced | 12,036 | 1,154 | 0.08% | 0.15% | 135 | -8,034 | -40.03% | Q1 2026 | May 07, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 11,988 | 1,150 | 0.0% | 0.0% | 136 | +1,466 | 13.93% | Q1 2026 | May 13, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 11,943 | 1,146 | 0.07% | 0.07% | 137 | -13 | -0.11% | Q1 2026 | Apr 22, 2026 |
| CENTRAL TRUST Co | History | Reduced | 11,768 | 1,129 | 0.02% | 0.02% | 138 | -25 | -0.21% | Q1 2026 | Apr 17, 2026 |
| PFG Advisors | History | Reduced | 11,666 | 1,119 | 0.05% | 0.06% | 139 | -722 | -5.83% | Q1 2026 | May 05, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 11,651 | 1,117 | 0.28% | 0.29% | 140 | +220 | 1.92% | Q1 2026 | Apr 29, 2026 |
| FMR LLC | History | Added to | 11,526 | 1,106 | 0.0% | 0.0% | 141 | +1,360 | 13.38% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 11,446 | 1,098 | 0.04% | 0.04% | 142 | -314 | -2.67% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 11,358 | 1,089 | 0.03% | 0.03% | 143 | -434 | -3.68% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,072 | 1,075 | 0.0% | 0.0% | 144 | -6,827 | -38.14% | Q1 2026 | Apr 08, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 11,099 | 1,065 | 0.01% | 0.01% | 145 | -1,524 | -12.07% | Q1 2026 | May 01, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 10,779 | 1,034 | 0.42% | 0.41% | 146 | -236 | -2.14% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,616 | 1,018 | 0.0% | 0.0% | 147 | +385 | 3.76% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Added to | 10,438 | 1,001 | 0.0% | 0.0% | 148 | +424 | 4.23% | Q1 2026 | May 14, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 10,358 | 993 | 0.01% | 0.02% | 149 | +6 | 0.06% | Q1 2026 | Apr 10, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 10,301 | 988 | 0.58% | 0.53% | 150 | +127 | 1.25% | Q1 2026 | May 14, 2026 |
| Navigation Group, LLC | History | New | 10,159 | 974 | 0.23% | — | 152 | +10,159 | New | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 10,159 | 974 | 0.02% | 0.02% | 151 | -724 | -6.65% | Q1 2026 | Apr 13, 2026 |
| Western Wealth Management, LLC | History | Reduced | 10,130 | 972 | 0.04% | 0.07% | 153 | -6,201 | -37.97% | Q1 2026 | May 19, 2026 |
| IMC-Chicago, LLC | History | New | 9,652 | 926 | 0.0% | — | 154 | +9,652 | New | Q1 2026 | May 05, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 9,559 | 917 | 0.12% | 0.13% | 156 | -1,041 | -9.82% | Q1 2026 | May 12, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 9,556 | 917 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Fairscale Capital, LLC | History | No change | 9,533 | 914 | 0.63% | 0.58% | 157 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 9,497 | 911 | 0.04% | 0.05% | 158 | -2,925 | -23.55% | Q1 2026 | Apr 28, 2026 |
| LexAurum Advisors, LLC | History | New | 9,419 | 903 | 0.12% | — | 159 | +9,419 | New | Q1 2026 | Apr 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 9,295 | 891 | 0.0% | 0.01% | 160 | -3,125 | -25.16% | Q1 2026 | May 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 9,252 | 887 | 0.21% | 0.16% | 161 | +2,827 | 44.0% | Q1 2026 | May 07, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 9,231 | 885 | 0.13% | 0.13% | 162 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| XY Planning Network, Inc. | History | No change | 8,983 | 871 | 0.14% | 0.14% | 163 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 8,358 | 858 | 0.05% | 0.05% | 164 | -281 | -3.25% | Q1 2026 | Apr 20, 2026 |
| KPP Advisory Services LLC | History | Added to | 8,910 | 854 | 0.12% | 0.11% | 165 | +458 | 5.42% | Q1 2026 | Apr 24, 2026 |
| CVFG LLC | History | New | 8,745 | 839 | 0.1% | — | 166 | +8,745 | New | Q1 2026 | Apr 29, 2026 |
| Composition Wealth, LLC | History | Reduced | 8,696 | 834 | 0.01% | 0.02% | 167 | -2,937 | -25.25% | Q1 2026 | Apr 08, 2026 |
| IHT Wealth Management, LLC | History | Added to | 8,620 | 827 | 0.02% | 0.02% | 168 | +66 | 0.77% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 8,390 | 805 | 0.04% | 0.04% | 169 | +111 | 1.34% | Q1 2026 | Apr 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 8,371 | 803 | 0.0% | 0.0% | 170 | +11 | 0.13% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 8,117 | 778 | 0.0% | 0.01% | 171 | -1,029 | -11.25% | Q1 2026 | May 15, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 7,939 | 761 | 0.08% | 0.08% | 172 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Assets Advisory, LLC | History | New | 9,872 | 755 | 0.22% | — | 173 | +9,872 | New | Q1 2026 | May 01, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 7,794 | 747 | 0.01% | 0.01% | 174 | -1,362 | -14.88% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 7,758 | 744 | 0.0% | 0.01% | 175 | +30 | 0.39% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Added to | 7,597 | 728 | 0.04% | 0.04% | 176 | +1 | 0.01% | Q1 2026 | Apr 24, 2026 |
| Gibbs Wealth Management | History | Added to | 7,527 | 722 | 0.09% | 0.07% | 177 | +4,635 | 160.27% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 7,460 | 715 | 0.03% | 0.02% | 178 | +291 | 4.06% | Q1 2026 | Apr 14, 2026 |
| NWAM LLC | History | Reduced | 7,417 | 711 | 0.04% | 0.04% | 179 | -596 | -7.44% | Q1 2026 | May 04, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 7,283 | 698 | 0.24% | 0.22% | 180 | +414 | 6.03% | Q1 2026 | Apr 27, 2026 |
| First Pacific Financial | History | Added to | 7,195 | 690 | 0.09% | 0.06% | 181 | +2,061 | 40.14% | Q1 2026 | Apr 23, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 7,168 | 687 | 0.09% | 0.08% | 182 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Net Worth Advisory Group | History | Added to | 7,064 | 677 | 0.14% | 0.13% | 183 | +9 | 0.13% | Q1 2026 | May 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 7,029 | 674 | 0.02% | — | 184 | +7,029 | New | Q1 2026 | May 07, 2026 |
| Texas Yale Capital Corp. | History | New | 7,000 | 671 | 0.02% | — | 185 | +7,000 | New | Q1 2026 | May 04, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 6,982 | 670 | 0.5% | 0.49% | 186 | -428 | -5.78% | Q1 2026 | Apr 17, 2026 |
| Mystic Asset Management, Inc. | History | No change | 6,900 | 662 | 0.15% | 0.14% | 187 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 6,810 | 653 | 0.27% | 0.25% | 188 | +15 | 0.22% | Q1 2026 | Apr 24, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 6,742 | 646 | 0.47% | 0.31% | 189 | +1,977 | 41.49% | Q1 2026 | Apr 16, 2026 |
| Krilogy Financial LLC | History | Added to | 6,229 | 638 | 0.02% | 0.02% | 190 | +1 | 0.02% | Q1 2026 | Apr 17, 2026 |
| RFG Advisory, LLC | History | New | 6,627 | 635 | 0.01% | — | 191 | +6,627 | New | Q1 2026 | Apr 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 6,578 | 631 | 0.01% | 0.01% | 192 | +937 | 16.61% | Q1 2026 | May 11, 2026 |
| Avestar Capital, LLC | History | Added to | 6,485 | 622 | 0.04% | 0.04% | 193 | +127 | 2.0% | Q1 2026 | May 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 6,307 | 605 | 0.22% | 0.2% | 194 | -191 | -2.94% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 6,231 | 597 | 0.0% | 0.0% | 195 | +4,146 | 198.85% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 6,215 | 596 | 0.01% | 0.01% | 196 | +18 | 0.29% | Q1 2026 | May 01, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 6,162 | 591 | 0.05% | 0.05% | 197 | -718 | -10.44% | Q1 2026 | May 11, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 6,142 | 589 | 0.03% | 0.03% | 198 | -189 | -2.99% | Q1 2026 | Apr 29, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 6,109 | 586 | 0.1% | 0.13% | 199 | -1,580 | -20.55% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,290 | 581 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 6,001 | 575 | 0.0% | 0.0% | 202 | +387 | 6.89% | Q1 2026 | May 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 6,000 | 575 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SCS Capital Management LLC | History | Reduced | 5,834 | 559 | 0.01% | 0.01% | 203 | -5,471 | -48.39% | Q1 2026 | May 11, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 5,823 | 558 | 0.06% | 0.06% | 204 | -208 | -3.45% | Q1 2026 | Apr 28, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 5,734 | 550 | 0.16% | 0.16% | 205 | -51 | -0.88% | Q1 2026 | Apr 22, 2026 |
| Carnegie Investment Counsel | History | Added to | 5,729 | 549 | 0.01% | 0.01% | 206 | +101 | 1.79% | Q1 2026 | May 01, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,706 | 547 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 5,705 | 547 | 0.04% | 0.05% | 208 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Westside Investment Management, Inc. | History | Added to | 5,650 | 542 | 0.08% | 0.02% | 209 | +4,063 | 256.02% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 5,551 | 533 | 0.0% | 0.0% | 210 | +316 | 6.04% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | Reduced | 5,504 | 528 | 0.0% | 0.0% | 211 | -80 | -1.43% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Reduced | 5,498 | 527 | 0.02% | 0.05% | 212 | -6,556 | -54.39% | Q1 2026 | May 13, 2026 |
| NORDEN GROUP LLC | History | Added to | 5,484 | 526 | 0.05% | 0.05% | 213 | +57 | 1.05% | Q1 2026 | Apr 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 5,417 | 519 | 0.0% | 0.0% | 214 | -2,497 | -31.55% | Q1 2026 | May 13, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 5,401 | 518 | 0.01% | 0.01% | 215 | -1,644 | -23.34% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 5,347 | 513 | 0.01% | 0.01% | 216 | +323 | 6.43% | Q1 2026 | May 11, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 5,351 | 513 | 0.47% | 0.44% | 217 | -60 | -1.11% | Q1 2026 | Apr 29, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 5,355 | 513 | 0.05% | 0.05% | 218 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 5,173 | 496 | 0.11% | 0.11% | 219 | -200 | -3.72% | Q1 2026 | Apr 20, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,143 | 493 | 0.01% | 0.01% | 220 | +68 | 1.34% | Q1 2026 | May 18, 2026 |
| Allworth Financial LP | History | Reduced | 4,955 | 475 | 0.0% | 0.0% | 221 | -4 | -0.08% | Q1 2026 | May 14, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 4,915 | 471 | 0.48% | 0.48% | 222 | -40 | -0.81% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Added to | 4,862 | 466 | 0.02% | 0.02% | 223 | +58 | 1.21% | Q1 2026 | Apr 30, 2026 |
| Creekside Partners | History | Added to | 4,865 | 466 | 0.19% | 0.19% | 224 | +5 | 0.1% | Q1 2026 | Apr 21, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 4,824 | 462 | 0.18% | 0.19% | 225 | -208 | -4.13% | Q1 2026 | Apr 08, 2026 |
| WealthPlan Investment Management, LLC | History | New | 4,767 | 457 | 0.03% | — | 226 | +4,767 | New | Q1 2026 | Apr 29, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 4,744 | 455 | 0.01% | 0.03% | 227 | -6,004 | -55.86% | Q1 2026 | May 15, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | New | 4,659 | 447 | 0.14% | — | 229 | +4,659 | New | Q1 2026 | May 13, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 4,661 | 447 | 0.06% | 0.07% | 228 | -642 | -12.11% | Q1 2026 | Apr 15, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 4,614 | 442 | 0.16% | 0.14% | 230 | +34 | 0.74% | Q1 2026 | Apr 10, 2026 |
| Bragg Financial Advisors, Inc | History | New | 4,575 | 439 | 0.01% | — | 231 | +4,575 | New | Q1 2026 | May 15, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 4,507 | 432 | 0.14% | 0.07% | 232 | +2,112 | 88.18% | Q1 2026 | Apr 14, 2026 |
| Balefire, LLC | History | Added to | 4,454 | 427 | 0.08% | 0.07% | 233 | +379 | 9.3% | Q1 2026 | May 07, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 4,455 | 427 | 0.16% | 0.15% | 234 | +306 | 7.38% | Q1 2026 | Apr 21, 2026 |
| Compound Planning, Inc. | History | Reduced | 4,353 | 417 | 0.01% | 0.01% | 235 | -2 | -0.05% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | No change | 4,290 | 411 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Intrepid Financial Planning Group LLC | History | Added to | 4,230 | 405 | 0.16% | 0.15% | 237 | +89 | 2.15% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 4,161 | 399 | 0.02% | 0.02% | 238 | +154 | 3.84% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 4,042 | 387 | 0.03% | 0.02% | 239 | -86 | -2.08% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,993 | 383 | 0.0% | 0.0% | 240 | -16,619 | -80.63% | Q1 2026 | May 15, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 3,675 | 383 | 0.08% | 0.08% | 241 | +19 | 0.52% | Q1 2026 | Apr 28, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 3,936 | 377 | 0.01% | 0.01% | 242 | +107 | 2.79% | Q1 2026 | May 15, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 367,706 | 377 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,920 | 376 | 0.0% | 0.0% | 244 | +26 | 0.67% | Q1 2026 | Apr 20, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 3,873 | 371 | 0.03% | 0.03% | 245 | +336 | 9.5% | Q1 2026 | Apr 22, 2026 |
| True Vision MN LLC | History | Reduced | 3,854 | 369 | 0.19% | 0.18% | 246 | -17 | -0.44% | Q1 2026 | Apr 16, 2026 |
| Sigma Planning Corp | History | Added to | 3,845 | 368 | 0.01% | 0.01% | 247 | +438 | 12.86% | Q1 2026 | May 04, 2026 |
| Root Financial Partners, LLC | History | No change | 3,845 | 368 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| OneAscent Financial Services LLC | History | New | 3,715 | 356 | 0.02% | — | 249 | +3,715 | New | Q1 2026 | Apr 21, 2026 |
| Vise Technologies, Inc. | History | No change | 3,845 | 355 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cadia Private Client LLC | History | No change | 3,672 | 352 | 0.29% | 0.27% | 251 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Intrua Financial, LLC | History | No change | 3,652 | 350 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,359 | 348 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HB Wealth Management, LLC | History | No change | 3,546 | 340 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CAP Partners, LLC | History | Reduced | 3,528 | 338 | 0.19% | 0.19% | 255 | -83 | -2.3% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,497 | 335 | 0.01% | 0.0% | 256 | +2,533 | 262.76% | Q1 2026 | May 15, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 3,489 | 334 | 0.13% | 0.13% | 257 | +4 | 0.11% | Q1 2026 | Apr 29, 2026 |
| Triton Financial Group Inc | History | New | 3,516 | 331 | 0.58% | — | 258 | +3,516 | New | Q1 2026 | May 15, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 3,410 | 327 | 0.03% | 0.03% | 259 | +361 | 11.84% | Q1 2026 | Apr 09, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 3,410 | 327 | 0.14% | 0.14% | 260 | -73 | -2.1% | Q1 2026 | May 05, 2026 |
| Moment Partners, LLC | History | No change | 3,300 | 316 | 0.06% | 0.06% | 261 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 3,279 | 314 | 0.01% | 0.01% | 262 | -203 | -5.83% | Q1 2026 | May 04, 2026 |
| KWB Wealth | History | No change | 3,406 | 314 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 3,193 | 306 | 0.03% | 0.03% | 264 | -175 | -5.2% | Q1 2026 | Apr 22, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 3,171 | 304 | 0.06% | 0.06% | 265 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Denver PWM, LLC | History | Reduced | 2,821 | 303 | 0.1% | 0.09% | 266 | -121 | -4.11% | Q1 2026 | May 12, 2026 |
| SHP Wealth Management | History | Reduced | 3,154 | 302 | 0.02% | 0.03% | 267 | -996 | -24.0% | Q1 2026 | May 08, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 3,134 | 300 | 0.04% | 0.03% | 268 | +226 | 7.77% | Q1 2026 | Apr 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 3,058 | 293 | 0.0% | 0.01% | 269 | -3,553 | -53.74% | Q1 2026 | May 13, 2026 |
| Goldstein Advisors, LLC | History | No change | 3,060 | 293 | 0.03% | 0.03% | 270 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 3,013 | 289 | 0.09% | 0.09% | 271 | -125 | -3.98% | Q1 2026 | May 07, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 3,008 | 288 | 0.14% | 0.15% | 273 | -674 | -18.31% | Q1 2026 | May 14, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 3,000 | 288 | 0.16% | 0.16% | 272 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 2,993 | 287 | 0.02% | 0.03% | 274 | -4,561 | -60.38% | Q1 2026 | Apr 28, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 3,000 | 287 | 0.0% | — | 275 | +3,000 | New | Q1 2026 | Apr 21, 2026 |
| Breachway Investments LLC | History | Reduced | 2,857 | 277 | 0.27% | 0.29% | 276 | -95 | -3.22% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,877 | 276 | 0.0% | 0.0% | 277 | -2 | -0.07% | Q1 2026 | May 14, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 2,845 | 273 | 0.05% | 0.06% | 278 | +1 | 0.04% | Q1 2026 | Apr 09, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 2,758 | 264 | 0.07% | 0.07% | 279 | -95 | -3.33% | Q1 2026 | May 13, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 2,733 | 262 | 0.28% | 0.28% | 281 | -113 | -3.97% | Q1 2026 | Apr 21, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 2,738 | 262 | 0.0% | 0.0% | 280 | -65 | -2.32% | Q1 2026 | May 14, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 2,635 | 252 | 0.07% | 0.07% | 282 | -10 | -0.38% | Q1 2026 | May 06, 2026 |
| Daviman Financial, LLC | History | No change | 2,609 | 250 | 0.15% | 0.14% | 283 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 2,548 | 244 | 0.02% | 0.02% | 284 | +45 | 1.8% | Q1 2026 | Apr 08, 2026 |
| Hudson Portfolio Management LLC | History | Reduced | 2,539 | 243 | 0.2% | 0.2% | 285 | -7 | -0.27% | Q1 2026 | May 14, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 2,524 | 242 | 0.07% | 0.12% | 286 | -1,878 | -42.66% | Q1 2026 | Apr 21, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 2,469 | 236 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Total Wealth Planning, LLC | History | No change | 2,547 | 235 | 0.5% | 0.5% | 288 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Co of New England, Inc. | History | No change | 2,444 | 234 | 0.1% | 0.09% | 289 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,281 | 232 | 0.0% | — | 290 | +2,281 | New | Q1 2026 | May 01, 2026 |
| IFG Advisors, LLC | History | Reduced | 2,415 | 231 | 0.04% | 0.04% | 291 | -106 | -4.2% | Q1 2026 | Apr 09, 2026 |
| EVOKE WEALTH, LLC | History | No change | 2,392 | 229 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,368 | 229 | 0.02% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 2,364 | 226 | 0.05% | 0.06% | 294 | -486 | -17.05% | Q1 2026 | Apr 27, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 2,349 | 225 | 0.04% | 0.04% | 295 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | No change | 2,355 | 225 | 0.36% | 0.14% | 296 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 2,339 | 224 | 0.01% | 0.0% | 297 | -60 | -2.5% | Q1 2026 | May 08, 2026 |
| WRAPMANAGER INC | History | Reduced | 2,320 | 222 | 0.08% | 0.09% | 298 | -527 | -18.51% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 2,305 | 221 | 0.0% | 0.0% | 299 | -105 | -4.36% | Q1 2026 | May 08, 2026 |
| Cache Advisors, LLC | History | No change | 2,300 | 220 | 0.03% | 0.03% | 300 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Topsail Wealth Management, LLC | History | No change | 2,270 | 217 | 0.03% | 0.03% | 301 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Somerset Trust Co | History | Reduced | 2,239 | 214 | 0.07% | 0.06% | 302 | -28 | -1.24% | Q1 2026 | Apr 02, 2026 |
| BURNEY CO/ | History | Reduced | 2,223 | 213 | 0.01% | 0.01% | 303 | -856 | -27.8% | Q1 2026 | Apr 29, 2026 |
| XTX Topco Ltd | History | New | 2,166 | 207 | 0.0% | — | 304 | +2,166 | New | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 2,148 | 206 | 0.01% | 0.03% | 305 | -112,273 | -98.12% | Q1 2026 | May 12, 2026 |
| Advance Capital Management, Inc. | History | New | 2,137 | 205 | 0.01% | — | 306 | +2,137 | New | Q1 2026 | Apr 29, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | New | 2,125 | 203 | 0.09% | — | 307 | +2,125 | New | Q1 2026 | Apr 29, 2026 |
| M3 Advisory Group, LLC | History | New | 2,121 | 203 | 0.13% | — | 308 | +2,121 | New | Q1 2026 | Apr 22, 2026 |
| Lee-Kelleher Wealth Management | History | New | 2,092 | 200 | 0.12% | — | 309 | +2,092 | New | Q1 2026 | Apr 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,000 | 191 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,999 | 184 | 0.05% | 0.05% | 311 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Urban Financial Advisory Corp | History | Added to | 1,872 | 179 | 0.06% | 0.04% | 312 | +750 | 66.84% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,818 | 174 | 0.0% | 0.0% | 313 | +151 | 9.06% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,823 | 174 | 0.02% | 0.01% | 314 | +28 | 1.56% | Q1 2026 | Apr 30, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,874 | 173 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,701 | 157 | 0.01% | 0.01% | 316 | +3 | 0.18% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,676 | 154 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,369 | 131 | 0.0% | 0.0% | 319 | -1,072 | -43.92% | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,373 | 131 | 0.0% | 0.0% | 318 | +273 | 24.82% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 11,188 | 126 | 0.01% | 0.01% | 321 | -6,776 | -37.72% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,313 | 126 | 0.01% | 0.01% | 320 | -205 | -13.5% | Q1 2026 | Apr 13, 2026 |
| Quent Capital, LLC | History | No change | 1,308 | 125 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,299 | 124 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,294 | 124 | 0.04% | 0.04% | 324 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Basepoint Wealth LLC | History | Reduced | 1,118 | 107 | 0.06% | 0.07% | 325 | -160 | -12.52% | Q1 2026 | May 07, 2026 |
| BALLAST ADVISORS LLC | History | No change | 1,059 | 102 | 0.03% | 0.03% | 326 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 1,008 | 96 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 820 | 78 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 779 | 74 | 0.0% | 0.0% | 329 | +92 | 13.39% | Q1 2026 | May 08, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 762 | 73 | 0.01% | — | 330 | +762 | New | Q1 2026 | Apr 27, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 759 | 72 | 0.0% | 0.0% | 331 | -132 | -14.81% | Q1 2026 | May 08, 2026 |
| Missouri Trust & Investment Co | History | New | 671 | 64 | 0.02% | — | 332 | +671 | New | Q1 2026 | May 14, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 650 | 62 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Horizons Wealth Management | History | No change | 648 | 62 | 0.04% | 0.04% | 334 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Financial Life Planners | History | New | 642 | 61 | 0.05% | — | 335 | +642 | New | Q1 2026 | Apr 24, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 600 | 57 | 0.0% | 0.0% | 336 | -3 | -0.5% | Q1 2026 | May 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 568 | 54 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CX Institutional | History | Added to | 536 | 51 | 0.0% | 0.0% | 338 | +1 | 0.19% | Q1 2026 | Apr 06, 2026 |
| Anchor Investment Management, LLC | History | No change | 426 | 40 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 418 | 40 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 404 | 38 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TSFG, LLC | History | No change | 399 | 38 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | New | 376 | 36 | 0.0% | — | 343 | +376 | New | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | New | 365 | 35 | 0.01% | — | 345 | +365 | New | Q1 2026 | Apr 15, 2026 |
| Arax Advisory Partners | History | Reduced | 373 | 35 | 0.0% | 0.0% | 344 | -176 | -32.06% | Q1 2026 | May 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 342 | 34 | 0.04% | 0.03% | 347 | +114 | 50.0% | Q1 2026 | Apr 29, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 356 | 34 | 0.0% | 0.0% | 346 | +55 | 18.27% | Q1 2026 | Apr 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 327 | 31 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SIMA Wealth Partners, LLC | History | New | 321 | 30 | 0.02% | — | 349 | +321 | New | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 304 | 29 | 0.0% | 0.0% | 350 | +17 | 5.92% | Q1 2026 | May 01, 2026 |
| Caitlin John, LLC | History | No change | 311 | 29 | 0.02% | 0.02% | 351 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Founders Capital Management | History | No change | 288 | 27 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MCF Advisors LLC | History | No change | 274 | 26 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Orion Capital Management LLC | History | No change | 270 | 25 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JDM Financial Group LLC | History | No change | 269 | 25 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Copia Wealth Management | History | No change | 268 | 25 | 0.02% | 0.02% | 356 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 256 | 24 | 0.0% | 0.0% | 357 | -1 | -0.39% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | Added to | 247 | 23 | 0.0% | 0.01% | 358 | +31 | 14.35% | Q1 2026 | May 11, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 243 | 23 | 0.02% | 0.02% | 359 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| CDKV HOLDINGS LLC | History | No change | 228 | 21 | 0.02% | 0.02% | 360 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TD Capital Management LLC | History | No change | 213 | 20 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 209 | 20 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 194 | 18 | 0.01% | — | 365 | +194 | New | Q1 2026 | Apr 07, 2026 |
| Qube Research & Technologies Ltd | History | New | 190 | 18 | 0.0% | — | 364 | +190 | New | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | New | 188 | 18 | 0.0% | — | 363 | +188 | New | Q1 2026 | May 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 185 | 17 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Front Row Advisors LLC | History | No change | 180 | 17 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Versant Capital Management, Inc | History | Reduced | 173 | 16 | 0.0% | 0.0% | 368 | -237 | -57.8% | Q1 2026 | Apr 06, 2026 |
| Kozak & Associates, Inc. | History | No change | 146 | 14 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 131 | 12 | 0.0% | 0.0% | 371 | -3 | -2.24% | Q1 2026 | Apr 22, 2026 |
| UMB Bank, n.a. | History | No change | 128 | 12 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VANGUARD ADVISERS INC | History | New | 120 | 11 | 0.0% | — | 375 | +120 | New | Q1 2026 | May 08, 2026 |
| DecisionPoint Financial, LLC | History | New | 115 | 11 | 0.0% | — | 376 | +115 | New | Q1 2026 | May 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 117 | 11 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| REAP Financial Group, LLC | History | No change | 115 | 11 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hughes Financial Services, LLC | History | No change | 116 | 11 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 109 | 10 | 0.01% | — | 377 | +100 | 1111.11% | Q1 2026 | May 06, 2026 |
| Anfield Capital Management, LLC | History | No change | 98 | 9 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 100 | 9 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 84 | 7 | 0.0% | — | 384 | +84 | New | Q1 2026 | May 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 82 | 7 | 0.0% | — | 383 | +82 | New | Q1 2026 | May 05, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 74 | 7 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WPG Advisers, LLC | History | No change | 77 | 7 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MATHER GROUP, LLC. | History | New | 65 | 6 | 0.0% | — | 386 | +65 | New | Q1 2026 | Apr 13, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 67 | 6 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 56 | 5 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 60 | 5 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 53 | 5 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sound Income Strategies, LLC | History | Added to | 39 | 3 | 0.0% | 0.0% | 391 | +15 | 62.5% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | No change | 33 | 3 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 41 | 3 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Team Financial Group, LLC | History | No change | 32 | 3 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| RMG Wealth Management LLC | History | New | 27 | 2 | 0.0% | — | 400 | +27 | New | Q1 2026 | May 14, 2026 |
| Key Capital Management, INC | History | Reduced | 22 | 2 | 0.0% | 0.0% | 399 | -19 | -46.34% | Q1 2026 | May 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 21 | 2 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rosenberg Matthew Hamilton | History | New | 12 | 1 | 0.0% | — | 401 | +12 | New | Q1 2026 | Apr 06, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 1.06% | — | -30,803 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,609 | -100.0% | Q1 2026 | May 15, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -20,576 | -100.0% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,676 | -100.0% | Q1 2026 | May 13, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.42% | — | -5,809 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.03% | — | -4,914 | -100.0% | Q1 2026 | Apr 20, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,726 | -100.0% | Q1 2026 | Apr 29, 2026 |
| MOTIVE WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.17% | — | -4,267 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,758 | -100.0% | Q1 2026 | May 15, 2026 |
| Jacksonville Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -3,756 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,990 | -100.0% | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,763 | -100.0% | Q1 2026 | May 20, 2026 |
| Certified Advisory Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -2,434 | -100.0% | Q1 2026 | Apr 17, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -1,859 | -100.0% | Q1 2026 | May 07, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -718 | -100.0% | Q1 2026 | May 01, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -548 | -100.0% | Q1 2026 | May 01, 2026 |
| BOK Financial Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -431 | -100.0% | Q1 2026 | May 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -116 | -100.0% | Q1 2026 | Apr 16, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q1 2026 | May 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 07, 2026 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 01, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |