SPDR SERIES TRUST - MDYV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NorthRock Partners, LLC | History | Added to | 1,343,748 | 114,420 | 1.84% | 1.86% | 1 | +40,077 | 3.07% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,285,715 | 110,147 | 0.22% | 0.25% | 2 | -778,974 | -37.73% | Q1 2026 | Apr 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,197,590 | 101,974 | 0.21% | 0.2% | 3 | -56,489 | -4.5% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 1,080,226 | 91,981 | 0.02% | 0.02% | 4 | +26,572 | 2.52% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Added to | 960,579 | 81,793 | 0.44% | 0.42% | 5 | +101,781 | 11.85% | Q1 2026 | May 13, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 918,268 | 78,190 | 2.15% | 2.12% | 6 | +24,826 | 2.78% | Q1 2026 | May 04, 2026 |
| Lutz Financial Services LLC | History | Added to | 805,859 | 68,618 | 4.61% | 4.51% | 7 | +22,421 | 2.86% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 726,104 | 61,827 | 0.0% | 0.0% | 8 | +82,629 | 12.84% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 369,007 | 60,440 | 0.39% | 0.17% | 9 | +72,731 | 24.55% | Q1 2026 | May 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 610,840 | 51,707 | 3.34% | 3.34% | 10 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Convergence Financial, LLC | History | Added to | 601,278 | 51,352 | 5.44% | 3.78% | 11 | +294,916 | 96.26% | Q1 2026 | May 11, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 504,899 | 42,992 | 0.17% | — | 12 | +504,899 | New | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 449,507 | 38,275 | 0.01% | 0.01% | 13 | -24,887 | -5.25% | Q1 2026 | May 11, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 421,045 | 35,851 | 3.21% | — | 14 | +421,045 | New | Q1 2026 | Apr 08, 2026 |
| Cetera Investment Advisers | History | Added to | 410,049 | 34,915 | 0.04% | 0.04% | 15 | +28,763 | 7.54% | Q1 2026 | May 13, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 406,771 | 34,433 | 3.09% | 3.09% | 16 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 382,687 | 32,585 | 1.11% | 1.02% | 17 | +21,290 | 5.89% | Q1 2026 | May 07, 2026 |
| Klingman & Associates, LLC | History | Reduced | 369,859 | 31,493 | 1.51% | 1.52% | 18 | -1,295 | -0.35% | Q1 2026 | May 14, 2026 |
| First Pacific Financial | History | Reduced | 367,076 | 31,256 | 4.03% | 4.09% | 19 | -2,674 | -0.72% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | Reduced | 308,337 | 26,254 | 0.03% | 0.03% | 20 | -5,572 | -1.78% | Q1 2026 | May 05, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 285,050 | 24,272 | 1.0% | 0.98% | 21 | +3,412 | 1.21% | Q1 2026 | Apr 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 268,219 | 22,388 | 0.01% | 0.01% | 22 | +34,585 | 14.8% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 248,762 | 21,181 | 0.59% | 0.57% | 23 | +7,942 | 3.3% | Q1 2026 | May 12, 2026 |
| Asset Dedication, LLC | History | No change | 232,310 | 19,665 | 1.29% | 1.29% | 24 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 218,907 | 18,639 | 1.9% | 1.89% | 25 | -1,133 | -0.51% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 206,667 | 17,597 | 0.03% | 0.03% | 26 | +3,399 | 1.67% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 198,943 | 16,939 | 0.04% | 0.05% | 27 | -2,442 | -1.21% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 174,134 | 14,827 | 0.04% | 0.03% | 28 | +11,334 | 6.96% | Q1 2026 | May 04, 2026 |
| ERn Financial, LLC | History | Reduced | 169,432 | 14,427 | 2.71% | 2.8% | 29 | -6,318 | -3.59% | Q1 2026 | Apr 24, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 161,121 | 13,719 | 4.91% | 4.8% | 30 | +4,539 | 2.9% | Q1 2026 | Apr 23, 2026 |
| McAdam, LLC | History | Reduced | 142,608 | 12,143 | 0.55% | 0.57% | 31 | -5,542 | -3.74% | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 141,810 | 12,075 | 0.0% | 0.0% | 32 | +15,523 | 12.29% | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 129,387 | 11,017 | 1.24% | 1.25% | 33 | -3,173 | -2.39% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | New | 129,193 | 11,000 | 0.14% | — | 34 | +129,193 | New | Q1 2026 | May 15, 2026 |
| Marathon Mission, Inc. | History | Reduced | 122,996 | 10,473 | 6.1% | 6.06% | 35 | -866 | -0.7% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 121,119 | 10,313 | 0.01% | 0.01% | 36 | +13,139 | 12.17% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Reduced | 120,218 | 10,236 | 0.01% | 0.01% | 37 | -7,581 | -5.93% | Q1 2026 | May 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 117,952 | 10,043 | 0.78% | 0.6% | 38 | +28,618 | 32.03% | Q1 2026 | May 07, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 116,916 | 9,955 | 2.61% | 2.78% | 39 | -6,082 | -4.94% | Q1 2026 | Apr 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 113,733 | 9,684 | 0.24% | 0.24% | 40 | -1,642 | -1.42% | Q1 2026 | Apr 29, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 110,354 | 9,396 | 0.24% | 0.25% | 41 | -5,477 | -4.73% | Q1 2026 | May 13, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 97,552 | 8,306 | 2.25% | 2.49% | 42 | +6,644 | 7.31% | Q1 2026 | Apr 17, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 94,745 | 8,067 | 1.58% | 1.57% | 43 | -2,304 | -2.37% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 93,543 | 7,965 | 0.04% | 0.03% | 44 | +7,951 | 9.29% | Q1 2026 | Apr 24, 2026 |
| JNBA Financial Advisors | History | Reduced | 88,612 | 7,545 | 0.63% | 0.73% | 45 | -10,346 | -10.45% | Q1 2026 | Apr 22, 2026 |
| WealthShield Partners, LLC | History | Added to | 88,173 | 7,507 | 0.84% | 0.81% | 46 | +1,183 | 1.36% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 83,950 | 7,148 | 0.0% | 0.0% | 47 | -148,570 | -63.9% | Q1 2026 | May 15, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 80,913 | 6,889 | 0.77% | 0.82% | 48 | -2,498 | -2.99% | Q1 2026 | Apr 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 80,080 | 6,818 | 0.0% | 0.0% | 49 | +3,234 | 4.21% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 77,048 | 6,560 | 0.0% | 0.0% | 50 | -44,796 | -36.77% | Q1 2026 | May 15, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 73,323 | 6,243 | 0.41% | 0.41% | 51 | -222 | -0.3% | Q1 2026 | May 07, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 73,202 | 6,233 | 0.18% | 0.19% | 52 | -30 | -0.04% | Q1 2026 | Apr 09, 2026 |
| Redwood Investment Management, LLC | History | Added to | 70,898 | 6,037 | 0.75% | 0.64% | 53 | +4,016 | 6.0% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 69,328 | 5,903 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 68,649 | 5,845 | 0.53% | 0.57% | 55 | -3,516 | -4.87% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 65,149 | 5,547 | 0.21% | 0.19% | 56 | +4,458 | 7.35% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 60,547 | 5,498 | 0.12% | 0.13% | 57 | +3,250 | 5.67% | Q1 2026 | May 04, 2026 |
| Diligent Investors, LLC | History | Reduced | 64,478 | 5,490 | 1.36% | 1.36% | 58 | -766 | -1.17% | Q1 2026 | Apr 15, 2026 |
| May Barnhard Investments LLC | History | Reduced | 62,758 | 5,343 | 2.59% | 2.71% | 59 | -5,054 | -7.45% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 57,207 | 4,871 | 0.0% | 0.02% | 60 | -197,604 | -77.55% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 56,143 | 4,780 | 0.0% | 0.0% | 61 | +274 | 0.49% | Q1 2026 | May 07, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 52,646 | 4,482 | 0.55% | 0.57% | 62 | -2,319 | -4.22% | Q1 2026 | Apr 10, 2026 |
| UBS Group AG | History | Added to | 52,634 | 4,481 | 0.0% | 0.0% | 63 | +7,733 | 17.22% | Q1 2026 | May 05, 2026 |
| Savant Capital, LLC | History | New | 50,577 | 4,306 | 0.02% | — | 64 | +50,577 | New | Q1 2026 | May 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 50,000 | 4,257 | 0.0% | — | 65 | +50,000 | New | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 49,153 | 4,187 | 0.01% | 0.01% | 66 | +1,971 | 4.18% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 48,906 | 4,164 | 0.0% | 0.0% | 67 | +9,317 | 23.53% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 48,141 | 4,100 | 0.0% | 0.0% | 68 | +6,741 | 16.28% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 47,469 | 4,042 | 0.04% | 0.01% | 69 | +41,576 | 705.52% | Q1 2026 | May 12, 2026 |
| Canandaigua National Trust Co of Florida | History | Added to | 47,250 | 4,023 | 3.23% | 2.48% | 70 | +416 | 0.89% | Q1 2026 | Apr 08, 2026 |
| Marotta Asset Management | History | Reduced | 46,414 | 3,971 | 0.73% | 0.77% | 71 | -2,963 | -6.0% | Q1 2026 | Apr 27, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 45,162 | 3,845 | 1.55% | 1.54% | 72 | +199 | 0.44% | Q1 2026 | Apr 29, 2026 |
| BAILARD, INC. | History | Reduced | 44,932 | 3,825 | 0.09% | 0.08% | 73 | -225 | -0.5% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 44,305 | 3,772 | 0.09% | 0.09% | 74 | +117 | 0.26% | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | Reduced | 43,840 | 3,733 | 0.1% | 0.11% | 75 | -2,489 | -5.37% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 43,766 | 3,726 | 0.07% | 0.08% | 76 | -2,375 | -5.15% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 41,508 | 3,534 | 0.0% | 0.0% | 77 | +1,535 | 3.84% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Added to | 40,599 | 3,457 | 0.02% | 0.06% | 78 | +255 | 0.63% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 40,129 | 3,417 | 0.01% | 0.01% | 79 | +7,749 | 23.93% | Q1 2026 | Apr 30, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 38,100 | 3,244 | 0.03% | 0.19% | 80 | -165,336 | -81.27% | Q1 2026 | May 12, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 37,510 | 3,193 | 0.18% | 0.2% | 81 | -2,834 | -7.02% | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 37,362 | 3,181 | 0.04% | 0.05% | 82 | -13,256 | -26.19% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 37,356 | 3,180 | 0.02% | 0.02% | 83 | +120 | 0.32% | Q1 2026 | May 08, 2026 |
| Occidental Asset Management, LLC | History | Added to | 35,379 | 3,012 | 0.36% | 0.35% | 84 | +870 | 2.52% | Q1 2026 | Apr 15, 2026 |
| Bill Few Associates, Inc. | History | Added to | 35,282 | 3,004 | 0.72% | 0.71% | 85 | +1,145 | 3.35% | Q1 2026 | Apr 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 32,096 | 2,733 | 0.21% | 0.21% | 86 | +1,719 | 5.66% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 32,741 | 2,723 | 0.0% | 0.0% | 87 | -557 | -1.67% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 31,765 | 2,704 | 0.04% | 0.04% | 88 | -410 | -1.27% | Q1 2026 | May 12, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 31,667 | 2,696 | 0.23% | 0.33% | 89 | -19,313 | -37.88% | Q1 2026 | May 07, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 31,523 | 2,684 | 0.17% | 0.18% | 90 | -2,310 | -6.83% | Q1 2026 | Apr 27, 2026 |
| WealthTrak Capital Management LLC | History | New | 30,986 | 2,638 | 1.88% | — | 91 | +30,986 | New | Q1 2026 | May 12, 2026 |
| Courage Miller Partners, LLC | History | Added to | 30,929 | 2,633 | 0.74% | 0.79% | 92 | +50 | 0.16% | Q1 2026 | Apr 24, 2026 |
| Ignite Planners, LLC | History | Reduced | 30,143 | 2,560 | 0.4% | 0.41% | 93 | -123 | -0.41% | Q1 2026 | Apr 17, 2026 |
| Creative Planning | History | Reduced | 29,740 | 2,532 | 0.0% | 0.0% | 94 | -1,138 | -3.69% | Q1 2026 | May 12, 2026 |
| Shum Financial Group, Inc. | History | Added to | 29,263 | 2,491 | 1.76% | 1.71% | 95 | +1,151 | 4.09% | Q1 2026 | Apr 22, 2026 |
| CX Institutional | History | Added to | 28,816 | 2,454 | 0.07% | 0.07% | 96 | +1,024 | 3.68% | Q1 2026 | Apr 06, 2026 |
| Brookstone Capital Management | History | Reduced | 27,535 | 2,344 | 0.03% | 0.03% | 97 | -1,475 | -5.08% | Q1 2026 | Apr 16, 2026 |
| Intrua Financial, LLC | History | Reduced | 27,452 | 2,337 | 0.24% | 0.25% | 98 | -178 | -0.64% | Q1 2026 | Apr 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 27,148 | 2,311 | 0.11% | 0.11% | 99 | +91 | 0.34% | Q1 2026 | Apr 28, 2026 |
| Barden Capital Management, Inc. | History | Added to | 26,602 | 2,265 | 1.94% | 1.81% | 100 | +612 | 2.35% | Q1 2026 | Apr 07, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 26,351 | 2,243 | 0.5% | 0.6% | 101 | -5,382 | -16.96% | Q1 2026 | Apr 03, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 25,556 | 2,180 | 0.48% | 0.48% | 102 | -272 | -1.05% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 25,001 | 2,128 | 0.0% | 0.0% | 103 | -1,433 | -5.42% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 24,788 | 2,110 | 0.01% | 0.01% | 104 | +501 | 2.06% | Q1 2026 | Apr 30, 2026 |
| MidFirst Bank | History | Added to | 23,849 | 2,030 | 0.17% | 0.1% | 105 | +9,594 | 67.3% | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | Added to | 23,159 | 1,971 | 0.11% | 0.11% | 106 | +142 | 0.62% | Q1 2026 | Apr 23, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 23,051 | 1,962 | 0.47% | 0.51% | 107 | -174 | -0.75% | Q1 2026 | Apr 24, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 23,033 | 1,961 | 0.12% | 0.11% | 108 | -508,671 | -95.67% | Q1 2026 | May 12, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 22,857 | 1,946 | 0.14% | 0.19% | 109 | -7,567 | -24.87% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 22,823 | 1,943 | 0.0% | 0.0% | 110 | -519 | -2.22% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 22,608 | 1,924 | 0.03% | 0.03% | 111 | +2,498 | 12.42% | Q1 2026 | May 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 22,138 | 1,885 | 0.19% | 0.21% | 112 | -2,796 | -11.21% | Q1 2026 | Apr 27, 2026 |
| Capital Squared Financial LLC | History | Added to | 22,116 | 1,883 | 1.44% | 1.34% | 113 | +1,880 | 9.29% | Q1 2026 | May 01, 2026 |
| Payne Capital Management, LLC | History | Reduced | 22,035 | 1,876 | 0.57% | 0.63% | 114 | -1,605 | -6.79% | Q1 2026 | May 08, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 21,415 | 1,823 | 0.06% | 0.05% | 115 | +4,065 | 23.43% | Q1 2026 | Apr 20, 2026 |
| Quantinno Capital Management LP | History | Reduced | 21,284 | 1,812 | 0.0% | 0.0% | 116 | -6,023 | -22.06% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 20,548 | 1,749 | 0.01% | 0.02% | 117 | -2,728 | -11.72% | Q1 2026 | May 01, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 20,262 | 1,725 | 0.69% | 0.76% | 119 | -1,572 | -7.2% | Q1 2026 | Apr 23, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 20,262 | 1,725 | 0.01% | 0.01% | 118 | -1,519 | -6.97% | Q1 2026 | May 11, 2026 |
| Prism Advisors, Inc. | History | Reduced | 20,188 | 1,719 | 0.46% | 0.47% | 120 | -789 | -3.76% | Q1 2026 | Apr 23, 2026 |
| Merit Financial Group, LLC | History | Reduced | 19,975 | 1,700 | 0.01% | 0.01% | 121 | -1,424 | -6.65% | Q1 2026 | Apr 15, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 19,159 | 1,694 | 0.2% | 0.22% | 122 | -248 | -1.28% | Q1 2026 | Apr 22, 2026 |
| Cooke Wealth Management, LLC | History | Added to | 19,787 | 1,684 | 1.49% | 1.44% | 123 | +1,212 | 6.52% | Q1 2026 | Apr 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 19,590 | 1,668 | 0.03% | 0.03% | 124 | +135 | 0.69% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 19,130 | 1,640 | 0.15% | 0.14% | 125 | +341 | 1.81% | Q1 2026 | May 11, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 19,146 | 1,630 | 0.55% | 0.52% | 126 | +699 | 3.79% | Q1 2026 | Apr 08, 2026 |
| Advisor OS, LLC | History | Reduced | 19,098 | 1,626 | 0.12% | 0.21% | 127 | -11,250 | -37.07% | Q1 2026 | May 07, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 18,346 | 1,562 | 0.35% | 0.35% | 128 | +207 | 1.14% | Q1 2026 | Apr 02, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 17,927 | 1,526 | 0.02% | 0.02% | 129 | -1,801 | -9.13% | Q1 2026 | May 13, 2026 |
| HF Advisory Group, LLC | History | Added to | 17,470 | 1,487 | 0.51% | 0.48% | 130 | +1,247 | 7.69% | Q1 2026 | Apr 21, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 17,276 | 1,471 | 0.2% | 0.22% | 131 | -19 | -0.11% | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Reduced | 17,016 | 1,448 | 0.01% | 0.01% | 132 | -17 | -0.1% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 16,962 | 1,444 | 0.09% | 0.07% | 133 | -690 | -3.91% | Q1 2026 | Apr 28, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 16,949 | 1,443 | 0.37% | 0.38% | 134 | +388 | 2.34% | Q1 2026 | Apr 29, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 16,371 | 1,394 | 0.35% | 0.38% | 135 | -2,674 | -14.04% | Q1 2026 | Apr 30, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 15,450 | 1,315 | 0.1% | 0.09% | 136 | -76 | -0.49% | Q1 2026 | Apr 20, 2026 |
| Berman McAleer LLC | History | Reduced | 15,351 | 1,307 | 0.18% | 0.19% | 137 | -691 | -4.31% | Q1 2026 | Apr 17, 2026 |
| Omega Financial Group, LLC | History | Reduced | 15,100 | 1,285 | 0.42% | 0.45% | 138 | -1,051 | -6.51% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 15,047 | 1,281 | 0.01% | 0.01% | 139 | -4,106 | -21.44% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 14,795 | 1,266 | 0.01% | 0.01% | 140 | -1,321 | -8.2% | Q1 2026 | Apr 07, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 14,783 | 1,258 | 0.61% | 0.63% | 141 | -183 | -1.22% | Q1 2026 | May 05, 2026 |
| HFG Advisors, Inc. | History | Added to | 14,701 | 1,251 | 0.88% | 0.81% | 142 | +1,517 | 11.51% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Reduced | 14,655 | 1,247 | 0.0% | 0.0% | 143 | -2,773 | -15.91% | Q1 2026 | May 14, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 14,424 | 1,228 | 0.02% | 0.02% | 144 | +150 | 1.05% | Q1 2026 | Apr 10, 2026 |
| BROWN ADVISORY INC | History | Added to | 14,109 | 1,201 | 0.0% | 0.0% | 145 | +350 | 2.54% | Q1 2026 | May 15, 2026 |
| LTG Capital LLC | History | Added to | 13,677 | 1,164 | 0.89% | 0.9% | 146 | +12 | 0.09% | Q1 2026 | May 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 13,649 | 1,162 | 0.24% | 0.17% | 147 | +4,455 | 48.46% | Q1 2026 | Apr 15, 2026 |
| Fiduciary Alliance LLC | History | Added to | 12,741 | 1,133 | 0.07% | 0.06% | 148 | +1,866 | 17.16% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Reduced | 12,506 | 1,064 | 0.0% | 0.0% | 149 | -310 | -2.42% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 12,455 | 1,060 | 0.0% | 0.0% | 150 | +2,701 | 27.69% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 12,072 | 1,027 | 0.34% | 0.32% | 151 | -284 | -2.3% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 12,000 | 1,021 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 11,834 | 1,007 | 0.17% | 0.2% | 153 | -1,676 | -12.41% | Q1 2026 | Apr 15, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 11,714 | 997 | 0.58% | 0.55% | 154 | +159 | 1.38% | Q1 2026 | May 14, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 11,702 | 996 | 0.41% | 0.41% | 155 | -103 | -0.87% | Q1 2026 | Apr 21, 2026 |
| Keystone Financial Group | History | Added to | 11,525 | 981 | 0.07% | 0.07% | 156 | +252 | 2.24% | Q1 2026 | May 13, 2026 |
| Walsh & Associates, LLC | History | Added to | 11,524 | 981 | 0.97% | 0.95% | 157 | +153 | 1.35% | Q1 2026 | May 15, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 11,482 | 977 | 0.33% | 0.41% | 158 | -3,122 | -21.38% | Q1 2026 | Apr 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 11,442 | 974 | 0.01% | 0.01% | 159 | -829 | -6.76% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 11,354 | 967 | 0.0% | 0.0% | 160 | +145 | 1.29% | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | Added to | 10,820 | 966 | 0.03% | 0.03% | 161 | +3 | 0.03% | Q1 2026 | Apr 17, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 10,781 | 917 | 0.21% | 0.2% | 162 | +868 | 8.76% | Q1 2026 | May 14, 2026 |
| LexAurum Advisors, LLC | History | New | 10,756 | 915 | 0.12% | — | 163 | +10,756 | New | Q1 2026 | Apr 13, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 10,667 | 908 | 0.14% | 0.15% | 164 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,686 | 904 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Added to | 10,592 | 901 | 0.0% | 0.0% | 166 | +7,964 | 303.04% | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 10,583 | 901 | 0.1% | 0.1% | 167 | -748 | -6.6% | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,575 | 900 | 0.0% | 0.0% | 168 | -36,280 | -77.43% | Q1 2026 | May 15, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 10,518 | 895 | 0.57% | 0.57% | 169 | -148 | -1.39% | Q1 2026 | Apr 22, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 10,372 | 883 | 0.33% | 0.32% | 170 | -281 | -2.64% | Q1 2026 | May 08, 2026 |
| Sharper & Granite LLC | History | No change | 10,095 | 859 | 0.29% | 0.3% | 171 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 9,918 | 844 | 0.11% | 0.13% | 172 | -1,140 | -10.31% | Q1 2026 | May 12, 2026 |
| Global Assets Advisory, LLC | History | New | 8,513 | 833 | 0.24% | — | 173 | +8,513 | New | Q1 2026 | May 01, 2026 |
| KPP Advisory Services LLC | History | Added to | 9,679 | 824 | 0.12% | 0.11% | 174 | +582 | 6.4% | Q1 2026 | Apr 24, 2026 |
| CVFG LLC | History | New | 9,603 | 817 | 0.1% | — | 175 | +9,603 | New | Q1 2026 | Apr 29, 2026 |
| TAGStone Capital, Inc. | History | Added to | 9,592 | 816 | 0.29% | 0.3% | 176 | +76 | 0.8% | Q1 2026 | May 11, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 9,557 | 813 | 0.19% | 0.17% | 177 | +2,193 | 29.78% | Q1 2026 | May 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 9,100 | 774 | 0.02% | — | 179 | +9,100 | New | Q1 2026 | Apr 27, 2026 |
| Texas Yale Capital Corp. | History | No change | 9,100 | 774 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 8,984 | 764 | 0.37% | 0.37% | 180 | +20 | 0.22% | Q1 2026 | May 07, 2026 |
| Vise Technologies, Inc. | History | No change | 8,910 | 754 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 8,801 | 749 | 0.1% | 0.11% | 182 | +105 | 1.21% | Q1 2026 | Apr 08, 2026 |
| Visionary Wealth Advisors | History | Added to | 8,543 | 727 | 0.03% | 0.03% | 184 | +775 | 9.98% | Q1 2026 | May 13, 2026 |
| Net Worth Advisory Group | History | Added to | 8,549 | 727 | 0.15% | 0.15% | 183 | +38 | 0.45% | Q1 2026 | May 05, 2026 |
| Broadview Financial Management, LLC | History | Added to | 8,494 | 723 | 0.49% | 0.48% | 185 | +36 | 0.43% | Q1 2026 | May 04, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 7,972 | 678 | 0.01% | 0.1% | 186 | -69,832 | -89.75% | Q1 2026 | Apr 01, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 7,788 | 663 | 0.2% | 0.19% | 187 | -78 | -0.99% | Q1 2026 | Apr 22, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 7,622 | 649 | 0.06% | 0.06% | 188 | -235 | -2.99% | Q1 2026 | Apr 09, 2026 |
| Gibbs Wealth Management | History | Added to | 7,589 | 646 | 0.08% | 0.06% | 189 | +4,764 | 168.64% | Q1 2026 | May 13, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 7,495 | 638 | 0.67% | 0.65% | 190 | -23 | -0.31% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,170 | 610 | 0.01% | 0.0% | 191 | +4,819 | 204.98% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 7,114 | 605 | 0.0% | 0.0% | 192 | -553 | -7.21% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 7,000 | 596 | 0.07% | 0.07% | 193 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 6,943 | 591 | 0.11% | 0.09% | 194 | +60 | 0.87% | Q1 2026 | May 11, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 6,915 | 588 | 0.03% | 0.03% | 195 | -163 | -2.3% | Q1 2026 | Apr 29, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 6,683 | 569 | 0.05% | 0.05% | 196 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 6,635 | 564 | 0.04% | 0.03% | 197 | +593 | 9.81% | Q1 2026 | Apr 15, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 6,494 | 552 | 0.16% | 0.17% | 198 | -17 | -0.26% | Q1 2026 | May 06, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Reduced | 6,452 | 549 | 0.15% | 0.23% | 199 | -33 | -0.51% | Q1 2026 | Apr 08, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 6,399 | 544 | 0.1% | 0.15% | 200 | -235 | -3.54% | Q1 2026 | May 01, 2026 |
| WealthPlan Investment Management, LLC | History | New | 6,371 | 542 | 0.03% | — | 201 | +6,371 | New | Q1 2026 | Apr 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 13,749 | 532 | 0.02% | 0.01% | 202 | -10,980 | -44.4% | Q1 2026 | May 15, 2026 |
| BURNEY CO/ | History | Reduced | 6,193 | 527 | 0.02% | 0.02% | 203 | -3,029 | -32.85% | Q1 2026 | Apr 29, 2026 |
| PFG Advisors | History | Reduced | 6,090 | 518 | 0.03% | 0.03% | 204 | -81 | -1.31% | Q1 2026 | May 05, 2026 |
| Friday Financial | History | Reduced | 6,047 | 514 | 0.18% | 0.18% | 205 | -149 | -2.4% | Q1 2026 | Apr 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 5,981 | 509 | 0.01% | 0.0% | 206 | +2,595 | 76.64% | Q1 2026 | Apr 20, 2026 |
| Total Wealth Planning, LLC | History | No change | 5,992 | 507 | 1.08% | 1.08% | 207 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 5,923 | 504 | 0.07% | 0.07% | 208 | +260 | 4.59% | Q1 2026 | Apr 21, 2026 |
| CULTIVAR CAPITAL, INC. | History | Added to | 5,890 | 501 | 0.32% | 0.24% | 209 | +1,535 | 35.25% | Q1 2026 | Apr 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 5,873 | 500 | 0.0% | 0.0% | 210 | -155 | -2.57% | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 5,794 | 493 | 0.01% | 0.01% | 211 | -17 | -0.29% | Q1 2026 | Apr 20, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 5,740 | 488 | 0.02% | 0.02% | 212 | -246 | -4.11% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 5,740 | 488 | 0.06% | 0.07% | 213 | -246 | -4.11% | Q1 2026 | Apr 28, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 5,739 | 488 | 0.01% | 0.01% | 214 | -235 | -3.93% | Q1 2026 | Apr 27, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 5,691 | 484 | 0.02% | 0.02% | 215 | +87 | 1.55% | Q1 2026 | May 06, 2026 |
| NORDEN GROUP LLC | History | Added to | 5,655 | 481 | 0.05% | 0.05% | 216 | +62 | 1.11% | Q1 2026 | Apr 15, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 5,636 | 479 | 0.05% | 0.04% | 217 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Orin Green Financial, LLC | History | Reduced | 5,604 | 477 | 0.2% | 0.19% | 218 | -31 | -0.55% | Q1 2026 | Apr 29, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 5,463 | 465 | 0.25% | 0.27% | 219 | -300 | -5.21% | Q1 2026 | Apr 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 5,375 | 457 | 0.02% | 0.01% | 220 | +651 | 13.78% | Q1 2026 | Apr 23, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 5,308 | 451 | 0.46% | 0.47% | 221 | -19 | -0.36% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,289 | 450 | 0.01% | 0.01% | 222 | -1,496 | -22.05% | Q1 2026 | Apr 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 5,198 | 442 | 0.16% | 0.15% | 223 | -138 | -2.59% | Q1 2026 | May 12, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 5,202 | 442 | 0.17% | 0.17% | 224 | +23 | 0.44% | Q1 2026 | Apr 21, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 5,111 | 435 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 5,041 | 429 | 0.01% | 0.01% | 226 | -379 | -6.99% | Q1 2026 | May 01, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 4,971 | 423 | 0.07% | 0.06% | 227 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Reduced | 4,865 | 414 | 0.02% | 0.02% | 228 | -53 | -1.08% | Q1 2026 | Apr 30, 2026 |
| Balefire, LLC | History | Added to | 4,840 | 412 | 0.08% | 0.07% | 229 | +440 | 10.0% | Q1 2026 | May 07, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 4,848 | 412 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 4,770 | 406 | 0.1% | 0.11% | 231 | -63 | -1.3% | Q1 2026 | Apr 20, 2026 |
| Tempo Wealth, LLC | History | Added to | 4,674 | 398 | 0.07% | 0.07% | 232 | +20 | 0.43% | Q1 2026 | May 14, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 4,587 | 390 | 0.05% | 0.06% | 233 | -589 | -11.38% | Q1 2026 | Apr 15, 2026 |
| LongView Wealth Management | History | Reduced | 4,318 | 385 | 0.1% | 0.11% | 234 | -948 | -18.0% | Q1 2026 | Apr 15, 2026 |
| Avant Capital LLC | History | Reduced | 4,360 | 371 | 0.26% | 0.26% | 235 | -195 | -4.28% | Q1 2026 | May 12, 2026 |
| Falcon Wealth Planning | History | Reduced | 4,244 | 361 | 0.02% | 0.03% | 236 | -241 | -5.37% | Q1 2026 | Apr 20, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 4,232 | 360 | 0.1% | 0.11% | 237 | +15 | 0.36% | Q1 2026 | Apr 30, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 4,208 | 358 | 0.13% | 0.12% | 238 | -14 | -0.33% | Q1 2026 | Apr 10, 2026 |
| KWB Wealth | History | No change | 4,126 | 349 | 0.03% | 0.03% | 239 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 4,092 | 348 | 0.1% | 0.09% | 240 | -91 | -2.18% | Q1 2026 | May 13, 2026 |
| ProVise Management Group, LLC | History | Reduced | 4,078 | 347 | 0.02% | 0.02% | 241 | -25 | -0.61% | Q1 2026 | May 06, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 4,021 | 342 | 0.02% | 0.02% | 242 | -23 | -0.57% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | New | 4,016 | 341 | 0.02% | — | 243 | +4,016 | New | Q1 2026 | Apr 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,949 | 336 | 0.0% | 0.0% | 244 | +1,341 | 51.42% | Q1 2026 | May 08, 2026 |
| Apeiron RIA LLC | History | Reduced | 3,957 | 336 | 0.08% | 0.07% | 245 | -41 | -1.03% | Q1 2026 | Apr 27, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 3,933 | 334 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Sensible Money, LLC | History | Reduced | 3,864 | 329 | 0.1% | 0.13% | 247 | -1,068 | -21.65% | Q1 2026 | Apr 21, 2026 |
| &PARTNERS | History | Reduced | 3,809 | 324 | 0.0% | 0.0% | 248 | -546 | -12.54% | Q1 2026 | May 15, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 3,797 | 323 | 0.03% | 0.03% | 250 | -634 | -14.31% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 3,821 | 323 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 3,766 | 320 | 0.01% | — | 251 | +3,766 | New | Q1 2026 | May 15, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Added to | 3,719 | 316 | 0.32% | 0.35% | 252 | +99 | 2.73% | Q1 2026 | May 04, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 3,639 | 310 | 0.1% | 0.1% | 253 | -135 | -3.58% | Q1 2026 | May 07, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 3,607 | 307 | 0.01% | 0.01% | 254 | +627 | 21.04% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,537 | 301 | 0.0% | — | 255 | +3,537 | New | Q1 2026 | May 15, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 3,395 | 289 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 3,383 | 288 | 0.2% | 0.18% | 257 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 3,352 | 285 | 0.01% | 0.01% | 258 | -308 | -8.42% | Q1 2026 | Apr 15, 2026 |
| Joseph Group Capital Management | History | Reduced | 3,354 | 285 | 0.07% | 0.08% | 259 | -26 | -0.77% | Q1 2026 | May 08, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 3,318 | 282 | 0.3% | 0.3% | 260 | -104 | -3.04% | Q1 2026 | Apr 21, 2026 |
| Goldstein Advisors, LLC | History | No change | 3,250 | 276 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Breachway Investments LLC | History | No change | 3,218 | 275 | 0.26% | 0.29% | 262 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Retirement Planning Group, LLC | History | No change | 3,204 | 272 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Persium Advisors, LLC | History | No change | 3,175 | 270 | 0.21% | 0.19% | 264 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WRAPMANAGER INC | History | Reduced | 3,080 | 262 | 0.09% | 0.11% | 265 | -610 | -16.53% | Q1 2026 | May 11, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 3,081 | 262 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 3,064 | 260 | 0.14% | 0.13% | 267 | -33 | -1.07% | Q1 2026 | May 11, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 3,031 | 258 | 0.03% | 0.03% | 268 | -425 | -12.3% | Q1 2026 | May 15, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 2,997 | 255 | 0.23% | 0.23% | 269 | -67 | -2.19% | Q1 2026 | Apr 29, 2026 |
| Arkadios Wealth Advisors | History | New | 2,979 | 253 | 0.0% | — | 270 | +2,979 | New | Q1 2026 | May 18, 2026 |
| O'Keefe Stevens Advisory, Inc. | History | New | 2,925 | 249 | 0.06% | — | 271 | +2,925 | New | Q1 2026 | Apr 07, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 2,904 | 247 | 0.09% | 0.09% | 272 | -41 | -1.39% | Q1 2026 | Apr 23, 2026 |
| Urban Financial Advisory Corp | History | Added to | 2,855 | 243 | 0.09% | 0.09% | 273 | +74 | 2.66% | Q1 2026 | May 08, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 2,850 | 242 | 0.01% | 0.01% | 274 | -216 | -7.05% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 2,824 | 240 | 0.01% | 0.01% | 275 | -15 | -0.53% | Q1 2026 | Apr 23, 2026 |
| Western Wealth Management, LLC | History | Reduced | 2,771 | 235 | 0.01% | 0.01% | 276 | -14 | -0.5% | Q1 2026 | May 19, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 2,696 | 229 | 0.15% | 0.17% | 277 | -201 | -6.94% | Q1 2026 | Apr 27, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,541 | 228 | 0.0% | — | 279 | +2,541 | New | Q1 2026 | May 01, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,679 | 228 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 2,671 | 227 | 0.03% | 0.03% | 280 | -23 | -0.85% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Planning, LLC | History | No change | 2,661 | 226 | 0.05% | 0.05% | 281 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 2,580 | 219 | 0.04% | 0.05% | 282 | +2 | 0.08% | Q1 2026 | Apr 09, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 2,567 | 218 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| StoneX Group Inc. | History | Reduced | 2,542 | 216 | 0.01% | 0.01% | 284 | -160 | -5.92% | Q1 2026 | May 14, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | No change | 2,540 | 216 | 0.35% | 0.14% | 285 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,472 | 211 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PDS Planning, Inc | History | Added to | 2,474 | 210 | 0.01% | 0.01% | 287 | +3 | 0.12% | Q1 2026 | Apr 21, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 2,452 | 208 | 0.02% | 0.02% | 288 | -417 | -14.53% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,420 | 206 | 0.0% | — | 290 | +2,420 | New | Q1 2026 | May 01, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 2,429 | 206 | 0.06% | 0.07% | 289 | -224 | -8.44% | Q1 2026 | May 15, 2026 |
| Somerset Trust Co | History | Reduced | 2,413 | 205 | 0.06% | 0.06% | 292 | -34 | -1.39% | Q1 2026 | Apr 02, 2026 |
| M&T BANK CORP | History | No change | 2,418 | 205 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | New | 2,398 | 204 | 0.0% | — | 294 | +2,398 | New | Q1 2026 | May 15, 2026 |
| Note Advisors, LLC | History | No change | 2,403 | 204 | 0.1% | 0.11% | 293 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | No change | 2,340 | 199 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 2,299 | 195 | 0.04% | 0.04% | 296 | +10 | 0.44% | Q1 2026 | Apr 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,285 | 194 | 0.06% | 0.06% | 297 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 2,086 | 188 | 0.0% | 0.0% | 299 | +554 | 36.16% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,217 | 188 | 0.02% | 0.02% | 298 | -109 | -4.69% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,185 | 186 | 0.0% | 0.0% | 300 | +185 | 9.25% | Q1 2026 | May 15, 2026 |