FIRST TRUST EXCHANGE-TRADED FUND - QTEC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,018,643 | 220,006 | 0.02% | 0.02% | 1 | -152,838 | -13.05% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 614,658 | 132,753 | 0.04% | 0.04% | 2 | -17,408 | -2.75% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 594,687 | 128,440 | 0.01% | 0.01% | 3 | -26,451 | -4.26% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 446,361 | 96,405 | 0.02% | 0.02% | 4 | -30,317 | -6.36% | Q1 2026 | May 11, 2026 |
| MARSHALL WACE, LLP | History | Added to | 415,583 | 89,757 | 0.09% | 0.03% | 5 | +256,927 | 161.94% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 288,943 | 62,405 | 0.02% | 0.02% | 6 | -39,491 | -12.02% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 257,010 | 55,509 | 0.01% | 0.01% | 7 | -14,998 | -5.51% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 183,604 | 39,654 | 0.01% | 0.01% | 8 | +9,188 | 5.27% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 148,130 | 31,993 | 0.01% | 0.01% | 9 | -36,176 | -19.63% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 125,017 | 27,006 | 0.04% | 0.05% | 10 | -9,477 | -7.05% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 120,264 | 25,974 | 0.11% | 0.11% | 11 | +260 | 0.22% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 98,395 | 21,251 | 0.05% | 0.05% | 12 | +3,424 | 3.61% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 97,777 | 21,118 | 0.05% | 0.06% | 13 | +1,975 | 2.06% | Q1 2026 | Apr 30, 2026 |
| RVW Wealth, LLC | History | Reduced | 83,826 | 18,104 | 1.41% | 1.51% | 14 | -1,864 | -2.18% | Q1 2026 | Apr 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 81,628 | 17,630 | 0.02% | 0.02% | 15 | -2,762 | -3.27% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 78,234 | 16,896 | 0.08% | 0.09% | 16 | -565 | -0.72% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 75,878 | 16,394 | 0.0% | 0.0% | 17 | -2,912 | -3.7% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | New | 68,388 | 14,776 | 0.02% | — | 18 | +68,388 | New | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 67,629 | 14,606 | 0.06% | 0.06% | 19 | +2,566 | 3.94% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 64,851 | 14,006 | 0.02% | 0.02% | 20 | -5,940 | -8.39% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 62,159 | 13,424 | 0.01% | 0.01% | 21 | +2,881 | 4.86% | Q1 2026 | May 12, 2026 |
| Southland Equity Partners LLC | History | Reduced | 60,384 | 13,041 | 2.54% | 2.75% | 22 | -197 | -0.33% | Q1 2026 | Apr 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 59,899 | 12,936 | 0.02% | 0.02% | 23 | -1,272 | -2.08% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 52,451 | 11,328 | 0.04% | 0.03% | 24 | +19,574 | 59.54% | Q1 2026 | Jun 02, 2026 |
| Private Advisor Group, LLC | History | Added to | 50,743 | 10,959 | 0.05% | 0.04% | 25 | +15,210 | 42.81% | Q1 2026 | Apr 24, 2026 |
| Jump Financial, LLC | History | Reduced | 49,586 | 10,709 | 0.14% | 0.14% | 26 | -1,100 | -2.17% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 48,948 | 10,571 | 0.0% | 0.01% | 27 | -12,465 | -20.3% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Added to | 48,274 | 10,426 | 0.02% | 0.02% | 28 | +7,776 | 19.2% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 47,729 | 10,308 | 0.02% | 0.02% | 29 | -848 | -1.75% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 43,114 | 9,311 | 0.01% | — | 30 | +43,114 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 40,326 | 8,709 | 0.01% | 0.01% | 31 | -5,006 | -11.04% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 40,253 | 8,693 | 0.01% | 0.01% | 32 | -5,392 | -11.81% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 39,612 | 8,555 | 0.13% | 0.18% | 33 | +947 | 2.45% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 39,471 | 8,487 | 0.0% | 0.0% | 34 | +19,617 | 98.81% | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | New | 37,194 | 8,033 | 0.09% | — | 35 | +37,194 | New | Q1 2026 | May 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 36,545 | 7,892 | 0.75% | 0.82% | 36 | -2,224 | -5.74% | Q1 2026 | Apr 27, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 36,396 | 7,860 | 3.27% | 3.36% | 37 | +1,260 | 3.59% | Q1 2026 | Apr 15, 2026 |
| Maxele Advisors, LLC | History | No change | 29,637 | 6,822 | 5.54% | 5.54% | 38 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 30,594 | 6,608 | 0.12% | 0.14% | 39 | -434 | -1.4% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Reduced | 29,214 | 6,309 | 0.05% | 0.05% | 40 | -185 | -0.63% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 28,335 | 5,938 | 0.0% | 0.0% | 41 | +5,507 | 24.12% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | New | 28,000 | 5,905 | 0.04% | — | 42 | +28,000 | New | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 25,421 | 5,490 | 0.06% | 0.08% | 43 | -594 | -2.28% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 24,946 | 5,387 | 0.21% | 0.29% | 44 | +13,461 | 117.21% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 24,331 | 5,255 | 0.0% | 0.0% | 45 | +23,331 | 2333.1% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 23,570 | 5,090 | 0.0% | 0.0% | 46 | +17,250 | 272.94% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 23,562 | 5,089 | 0.04% | 0.08% | 47 | -6,225 | -20.9% | Q1 2026 | May 15, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 22,864 | 4,938 | 0.72% | 0.83% | 48 | -1,174 | -4.88% | Q1 2026 | Apr 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 22,656 | 4,893 | 0.0% | 0.01% | 49 | -25,878 | -53.32% | Q1 2026 | May 07, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 21,883 | 4,727 | 0.05% | 0.06% | 50 | +50 | 0.23% | Q1 2026 | May 12, 2026 |
| Texas Yale Capital Corp. | History | No change | 21,418 | 4,625 | 0.13% | 0.15% | 51 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 19,877 | 4,575 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 20,412 | 4,486 | 0.01% | 0.0% | 53 | +11,947 | 141.13% | Q1 2026 | Apr 08, 2026 |
| Concentrum Wealth Management | History | Reduced | 20,565 | 4,441 | 1.31% | 1.36% | 54 | -527 | -2.5% | Q1 2026 | May 04, 2026 |
| SFMG, LLC | History | Reduced | 20,008 | 4,321 | 0.29% | 0.33% | 55 | -1,279 | -6.01% | Q1 2026 | May 12, 2026 |
| NWM ADVISORS, LLC | History | Reduced | 19,739 | 4,263 | 3.88% | 4.1% | 56 | -742 | -3.62% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 19,397 | 4,189 | 0.07% | 0.07% | 57 | +881 | 4.76% | Q1 2026 | Apr 14, 2026 |
| Holistic Financial Partners | History | Added to | 19,395 | 4,188 | 1.56% | 1.58% | 58 | +523 | 2.77% | Q1 2026 | May 05, 2026 |
| Focus Financial Network, Inc. | History | Added to | 18,608 | 4,018 | 0.14% | 0.13% | 59 | +2,513 | 15.61% | Q1 2026 | Apr 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 18,339 | 3,960 | 0.01% | 0.0% | 60 | +15,359 | 515.4% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 17,780 | 3,840 | 0.04% | 0.06% | 61 | -4,210 | -19.15% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 17,467 | 3,772 | 0.04% | 0.04% | 62 | +131 | 0.76% | Q1 2026 | May 08, 2026 |
| Sun Financial Inc | History | Reduced | 12,626 | 3,715 | 1.86% | 1.68% | 63 | -501 | -3.82% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 16,777 | 3,623 | 0.01% | 0.01% | 64 | -2,473 | -12.85% | Q1 2026 | May 04, 2026 |
| MGB Wealth Management, LLC | History | No change | 15,417 | 3,552 | 1.02% | 1.02% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Journey Beyond Wealth, LLC | History | Added to | 16,321 | 3,524 | 3.03% | 2.7% | 66 | +1,554 | 10.52% | Q1 2026 | Apr 28, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 16,212 | 3,501 | 0.09% | 0.09% | 67 | +1,427 | 9.65% | Q1 2026 | May 14, 2026 |
| Independent Wealth Network Inc. | History | New | 15,451 | 3,337 | 0.99% | — | 68 | +15,451 | New | Q1 2026 | Apr 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 14,817 | 3,200 | 0.07% | 0.08% | 69 | -1,333 | -8.25% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 14,709 | 3,177 | 0.12% | 0.13% | 70 | -689 | -4.47% | Q1 2026 | Apr 28, 2026 |
| MTM Investment Management, LLC | History | No change | 14,405 | 3,111 | 0.99% | 1.06% | 71 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 14,264 | 3,080 | 0.06% | 0.06% | 72 | +2,007 | 16.37% | Q1 2026 | Apr 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 14,009 | 3,025 | 0.02% | 0.02% | 73 | -742 | -5.03% | Q1 2026 | May 05, 2026 |
| Sowell Financial Services LLC | History | Reduced | 13,851 | 2,991 | 0.11% | 0.13% | 74 | -1,764 | -11.3% | Q1 2026 | Apr 20, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 13,823 | 2,985 | 0.75% | 0.91% | 75 | -106 | -0.76% | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 13,712 | 2,961 | 0.03% | 0.04% | 76 | +132 | 0.97% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 13,643 | 2,946 | 0.02% | 0.02% | 77 | -112 | -0.81% | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 13,465 | 2,908 | 0.13% | 0.15% | 78 | -155 | -1.14% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 13,100 | 2,829 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 13,071 | 2,823 | 0.07% | 0.07% | 80 | -74 | -0.56% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 12,780 | 2,760 | 0.03% | 0.03% | 81 | +128 | 1.01% | Q1 2026 | Apr 28, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 12,643 | 2,730 | 1.56% | 1.84% | 82 | +544 | 4.5% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 12,359 | 2,669 | 0.01% | 0.01% | 84 | +7,126 | 136.17% | Q1 2026 | May 08, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 12,356 | 2,669 | 0.55% | 0.69% | 83 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| World Investment Advisors | History | Added to | 12,338 | 2,664 | 0.04% | 0.05% | 85 | +164 | 1.35% | Q1 2026 | Apr 27, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 12,002 | 2,592 | 0.01% | 0.01% | 86 | -528 | -4.21% | Q1 2026 | May 05, 2026 |
| BBR PARTNERS, LLC | History | No change | 11,888 | 2,567 | 0.14% | 0.15% | 87 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Virtu Financial LLC | History | Reduced | 11,666 | 2,520 | 0.1% | 0.23% | 88 | -14,346 | -55.15% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 11,334 | 2,447 | 0.0% | 0.0% | 89 | +978 | 9.44% | Q1 2026 | May 05, 2026 |
| B&D White Capital Company, LLC | History | No change | 11,147 | 2,407 | 0.3% | 0.3% | 90 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 10,867 | 2,347 | 1.26% | 1.3% | 91 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 10,853 | 2,344 | 0.0% | 0.0% | 92 | +601 | 5.86% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,772 | 2,326 | 0.0% | 0.0% | 93 | +50 | 0.47% | Q1 2026 | May 14, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 10,676 | 2,305 | 0.8% | 0.83% | 94 | +671 | 6.71% | Q1 2026 | Apr 15, 2026 |
| Z3 Capital Partners, LLC | History | Reduced | 10,396 | 2,245 | 0.57% | 0.6% | 95 | -405 | -3.75% | Q1 2026 | May 07, 2026 |
| TradeWell Securities, LLC. | History | Added to | 10,285 | 2,217 | 0.93% | 0.86% | 96 | +728 | 7.62% | Q1 2026 | Apr 13, 2026 |
| Santori & Peters, Inc. | History | Added to | 10,113 | 2,184 | 0.68% | 0.79% | 97 | +80 | 0.8% | Q1 2026 | May 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 9,872 | 2,132 | 0.03% | 0.03% | 98 | +321 | 3.36% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 9,740 | 2,103 | 0.12% | 0.14% | 99 | -544 | -5.29% | Q1 2026 | May 14, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 9,663 | 2,087 | 1.05% | 1.12% | 100 | -309 | -3.1% | Q1 2026 | May 11, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 9,466 | 2,044 | 0.11% | 0.11% | 101 | +61 | 0.65% | Q1 2026 | May 07, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 9,456 | 2,042 | 0.03% | 0.05% | 102 | -1,270 | -11.84% | Q1 2026 | May 18, 2026 |
| Financial Partners Group, Inc | History | No change | 8,561 | 1,849 | 0.22% | 0.23% | 103 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 8,459 | 1,827 | 0.05% | 0.06% | 104 | -111 | -1.3% | Q1 2026 | Apr 21, 2026 |
| OneAscent Financial Services LLC | History | Added to | 8,423 | 1,819 | 0.1% | 0.17% | 105 | +436 | 5.46% | Q1 2026 | Apr 21, 2026 |
| Summit Financial, LLC | History | Reduced | 8,342 | 1,801 | 0.02% | 0.03% | 106 | -781 | -8.56% | Q1 2026 | May 15, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 8,335 | 1,800 | 0.56% | 0.6% | 107 | -116 | -1.37% | Q1 2026 | May 19, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 7,749 | 1,784 | 1.27% | 1.43% | 108 | -1,717 | -18.14% | Q1 2026 | Apr 16, 2026 |
| RFG Advisory, LLC | History | Reduced | 8,044 | 1,737 | 0.03% | 0.05% | 109 | -2,799 | -25.81% | Q1 2026 | Apr 17, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 7,617 | 1,645 | 0.36% | 0.41% | 110 | +154 | 2.06% | Q1 2026 | May 15, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 7,514 | 1,622 | 0.26% | 0.25% | 111 | -10 | -0.13% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,493 | 1,618 | 0.0% | 0.0% | 112 | +1,768 | 30.88% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,355 | 1,588 | 0.0% | 0.0% | 113 | -1,219 | -14.22% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,313 | 1,579 | 0.0% | 0.0% | 114 | -886 | -10.81% | Q1 2026 | May 08, 2026 |
| Diversified Enterprises, LLC | History | No change | 7,307 | 1,578 | 0.09% | 0.1% | 115 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 7,297 | 1,576 | 0.0% | 0.0% | 116 | +509 | 7.5% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,629 | 1,526 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,842 | 1,498 | 0.1% | 0.12% | 118 | -616 | -8.26% | Q1 2026 | May 01, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,839 | 1,477 | 0.01% | 0.01% | 119 | +423 | 6.59% | Q1 2026 | Apr 07, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,629 | 1,431 | 0.0% | — | 120 | +6,629 | New | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 5,458 | 1,403 | 0.03% | 0.03% | 121 | +54 | 1.0% | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 6,424 | 1,387 | 0.02% | 0.02% | 122 | +346 | 5.69% | Q1 2026 | May 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 6,151 | 1,328 | 0.09% | — | 123 | +6,151 | New | Q1 2026 | May 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,066 | 1,310 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Apeiron RIA LLC | History | Reduced | 6,020 | 1,300 | 0.3% | 0.33% | 125 | -900 | -13.01% | Q1 2026 | Apr 27, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 5,994 | 1,294 | 0.07% | 0.08% | 126 | -227 | -3.65% | Q1 2026 | May 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 5,927 | 1,280 | 0.62% | 0.65% | 127 | +90 | 1.54% | Q1 2026 | May 07, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 4,786 | 1,272 | 0.27% | 3.31% | 128 | -56,921 | -92.24% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Added to | 5,825 | 1,258 | 0.0% | 0.0% | 129 | +1,050 | 21.99% | Q1 2026 | May 14, 2026 |
| Elser Financial Planning, Inc | History | No change | 5,783 | 1,251 | 0.06% | 0.96% | 130 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 5,709 | 1,250 | 0.06% | 0.07% | 131 | -217 | -3.66% | Q1 2026 | Apr 27, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 5,687 | 1,228 | 0.13% | 0.14% | 132 | +201 | 3.66% | Q1 2026 | May 04, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 5,668 | 1,224 | 0.0% | 0.0% | 133 | +2,332 | 69.9% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 5,631 | 1,216 | 0.0% | — | 134 | +5,631 | New | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 5,478 | 1,183 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Added to | 5,460 | 1,179 | 0.7% | 0.59% | 136 | +232 | 4.44% | Q1 2026 | Apr 08, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 5,134 | 1,108 | 0.06% | 0.07% | 137 | -33 | -0.64% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 5,062 | 1,093 | 0.02% | 0.02% | 138 | -468 | -8.46% | Q1 2026 | Apr 22, 2026 |
| STEPHENS INC /AR/ | History | Added to | 4,704 | 1,015 | 0.01% | 0.01% | 139 | +1,784 | 61.1% | Q1 2026 | Apr 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 4,466 | 964 | 0.01% | 0.02% | 140 | -4,012 | -47.32% | Q1 2026 | Apr 20, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 4,111 | 946 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | No change | 4,296 | 927 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Sensible Money, LLC | History | No change | 4,266 | 921 | 0.28% | 0.31% | 143 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 4,150 | 896 | 0.15% | 0.17% | 144 | -139 | -3.24% | Q1 2026 | May 06, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,136 | 893 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,072 | 879 | 0.02% | 0.01% | 146 | +722 | 21.55% | Q1 2026 | Jun 02, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 4,057 | 876 | 0.27% | 0.21% | 147 | -100 | -2.41% | Q1 2026 | May 12, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 4,031 | 870 | 0.91% | 0.84% | 148 | +2,097 | 108.43% | Q1 2026 | May 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 4,022 | 868 | 0.01% | 0.01% | 149 | -227 | -5.34% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 3,881 | 838 | 0.02% | 0.02% | 150 | -487 | -11.15% | Q1 2026 | Apr 14, 2026 |
| Nilsine Partners, LLC | History | Reduced | 3,117 | 816 | 0.06% | 0.12% | 151 | -2,836 | -47.64% | Q1 2026 | Apr 29, 2026 |
| Decker Wealth Management LLC | History | No change | 3,771 | 814 | 0.18% | 0.19% | 152 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Eagle Wealth Advisors LLC | History | No change | 3,753 | 810 | 0.75% | 0.74% | 153 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IHT Wealth Management, LLC | History | Added to | 3,713 | 801 | 0.02% | 0.02% | 154 | +112 | 3.11% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,691 | 797 | 0.0% | 0.0% | 155 | -4,777 | -56.41% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Reduced | 3,614 | 780 | 0.04% | 0.04% | 156 | -157 | -4.16% | Q1 2026 | May 05, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 3,611 | 779 | 0.18% | 0.21% | 157 | -115 | -3.09% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Added to | 3,550 | 766 | 0.0% | 0.0% | 158 | +1,669 | 88.73% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 3,547 | 766 | 0.26% | 0.28% | 159 | -170 | -4.57% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 3,633 | 752 | 0.05% | 0.04% | 160 | -6 | -0.16% | Q1 2026 | Apr 24, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 3,462 | 747 | 0.04% | 0.04% | 161 | +285 | 8.97% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 3,424 | 739 | 0.01% | 0.01% | 162 | +233 | 7.3% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 3,348 | 723 | 0.01% | 0.01% | 163 | -6 | -0.18% | Q1 2026 | Apr 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 3,340 | 721 | 0.0% | 0.0% | 164 | +360 | 12.08% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 3,110 | 715 | 0.0% | 0.0% | 165 | +247 | 8.63% | Q1 2026 | May 15, 2026 |
| Dorsey Wright & Associates | History | New | 3,286 | 709 | 0.09% | — | 166 | +3,286 | New | Q1 2026 | May 06, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 3,204 | 704 | 0.15% | 0.16% | 167 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| United Advisor Group, LLC | History | Added to | 3,255 | 703 | 0.09% | 0.09% | 168 | +167 | 5.41% | Q1 2026 | Apr 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 3,176 | 685 | 0.02% | 0.02% | 169 | -143 | -4.31% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 3,166 | 683 | 0.01% | 0.01% | 170 | -26 | -0.81% | Q1 2026 | Apr 16, 2026 |
| Keystone Wealth Services, LLC | History | New | 3,068 | 662 | 0.14% | — | 171 | +3,068 | New | Q1 2026 | May 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 3,060 | 660 | 0.02% | 0.02% | 172 | +1 | 0.03% | Q1 2026 | Apr 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 2,452 | 643 | 0.01% | 0.02% | 173 | +532 | 27.71% | Q1 2026 | May 01, 2026 |
| Register Financial Advisors LLC | History | Added to | 2,950 | 637 | 0.24% | 0.26% | 174 | +60 | 2.08% | Q1 2026 | Apr 15, 2026 |
| Triumph Capital Management | History | Added to | 2,946 | 636 | 0.13% | 0.01% | 175 | +2,649 | 891.92% | Q1 2026 | May 13, 2026 |
| AMJ Financial Wealth Management | History | Added to | 2,945 | 636 | 0.15% | 0.14% | 176 | +304 | 11.51% | Q1 2026 | May 08, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 2,934 | 633 | 0.23% | 0.25% | 177 | -119 | -3.9% | Q1 2026 | May 08, 2026 |
| MGO ONE SEVEN LLC | History | New | 2,880 | 622 | 0.01% | — | 178 | +2,880 | New | Q1 2026 | May 14, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 2,761 | 596 | 0.08% | 0.08% | 179 | +12 | 0.44% | Q1 2026 | Apr 09, 2026 |
| BANK HAPOALIM BM | History | Reduced | 2,737 | 591 | 0.09% | 0.11% | 180 | -2,499 | -47.73% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 2,638 | 569 | 0.0% | 0.0% | 181 | +1,432 | 118.74% | Q1 2026 | May 13, 2026 |
| NOVEM GROUP | History | New | 2,627 | 567 | 0.06% | — | 183 | +2,627 | New | Q1 2026 | Apr 10, 2026 |
| Eddie Patel Inc | History | Reduced | 2,626 | 567 | 0.44% | 0.46% | 182 | -40 | -1.5% | Q1 2026 | May 11, 2026 |
| EQUITABLE TRUST CO | History | New | 2,600 | 561 | 0.03% | — | 184 | +2,600 | New | Q1 2026 | Apr 30, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 2,566 | 554 | 0.01% | 0.01% | 185 | +209 | 8.87% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 2,495 | 538 | 0.03% | 0.03% | 187 | -310 | -11.05% | Q1 2026 | Apr 23, 2026 |
| WELCH & FORBES LLC | History | No change | 2,493 | 538 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Modern Wealth Management, LLC | History | Added to | 2,443 | 535 | 0.01% | 0.01% | 188 | +42 | 1.75% | Q1 2026 | May 14, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 2,463 | 531 | 0.35% | 0.36% | 189 | +4 | 0.16% | Q1 2026 | Apr 21, 2026 |
| Accel Wealth Management | History | Reduced | 2,416 | 521 | 0.14% | 0.23% | 190 | -1,177 | -32.76% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 2,380 | 514 | 0.03% | 0.03% | 191 | +316 | 15.31% | Q1 2026 | Apr 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 2,313 | 499 | 0.04% | 0.04% | 192 | -20 | -0.86% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,300 | 496 | 0.02% | 0.02% | 193 | -85 | -3.56% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Reduced | 2,268 | 489 | 0.01% | 0.02% | 194 | -640 | -22.01% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Reduced | 2,253 | 487 | 0.01% | 0.02% | 195 | -114 | -4.82% | Q1 2026 | Apr 06, 2026 |
| Betterment LLC | History | No change | 2,236 | 483 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 2,235 | 482 | 0.21% | 0.22% | 197 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Argent Trust Co | History | No change | 2,225 | 480 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,168 | 468 | 0.0% | 0.0% | 199 | +1,181 | 119.66% | Q1 2026 | May 13, 2026 |
| Beaton Management Co. Inc. | History | No change | 2,150 | 464 | 0.21% | 0.22% | 200 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 2,140 | 462 | 0.11% | 0.12% | 201 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,101 | 460 | 0.0% | 0.01% | 202 | -2,577 | -55.09% | Q1 2026 | Apr 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 2,063 | 457 | 0.01% | 0.01% | 203 | -10 | -0.48% | Q1 2026 | Apr 28, 2026 |
| DAVENPORT & Co LLC | History | No change | 2,109 | 455 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,087 | 450 | 0.0% | 0.0% | 205 | +1,016 | 94.86% | Q1 2026 | Apr 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 2,071 | 447 | 0.03% | 0.03% | 206 | +285 | 15.96% | Q1 2026 | Apr 22, 2026 |
| Royal Fund Management, LLC | History | Reduced | 1,999 | 431 | 0.04% | 0.05% | 207 | -220 | -9.91% | Q1 2026 | May 19, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,022 | 418 | 0.0% | 0.0% | 208 | -2,538 | -55.66% | Q1 2026 | May 13, 2026 |
| Brookwood Investment Group LLC | History | Added to | 1,939 | 418 | 0.05% | 0.05% | 210 | +112 | 6.13% | Q1 2026 | May 04, 2026 |
| Ridgeline Wealth Planning, LLC | History | No change | 1,937 | 418 | 0.31% | 0.32% | 209 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TCP Asset Management, LLC | History | Reduced | 1,925 | 415 | 0.05% | 0.08% | 211 | -46 | -2.33% | Q1 2026 | Apr 10, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 1,874 | 404 | 0.0% | 0.0% | 212 | -61 | -3.15% | Q1 2026 | Apr 13, 2026 |
| TruWealth Advisors, LLC | History | No change | 1,874 | 404 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 1,868 | 403 | 0.07% | 0.07% | 214 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Quadrature Capital Ltd | History | New | 1,842 | 397 | 0.0% | — | 216 | +1,842 | New | Q1 2026 | May 15, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 1,839 | 397 | 0.25% | 0.26% | 215 | -36 | -1.92% | Q1 2026 | Apr 23, 2026 |
| Centerpoint Advisory Group | History | No change | 1,817 | 392 | 0.3% | 0.32% | 217 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 1,785 | 385 | 0.04% | 0.05% | 218 | -123 | -6.45% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 1,777 | 383 | 0.0% | 0.0% | 219 | -60 | -3.27% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,757 | 379 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| L & S Advisors Inc | History | Reduced | 1,721 | 371 | 0.05% | 0.04% | 222 | -42 | -2.38% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,720 | 371 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 1,717 | 370 | 0.02% | 0.12% | 223 | -7,980 | -82.29% | Q1 2026 | Apr 13, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 1,705 | 368 | 0.01% | 0.01% | 224 | -131 | -7.14% | Q1 2026 | Apr 09, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 1,700 | 367 | 0.05% | 0.06% | 225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,654 | 357 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Old Port Advisors | History | No change | 1,607 | 347 | 0.08% | 0.09% | 227 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 1,567 | 338 | 0.19% | 0.21% | 228 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,554 | 335 | 0.0% | 0.0% | 229 | +113 | 7.84% | Q1 2026 | May 05, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 1,547 | 334 | 0.05% | 0.05% | 230 | +25 | 1.64% | Q1 2026 | Apr 24, 2026 |
| Cerity Partners LLC | History | Reduced | 1,533 | 331 | 0.0% | 0.0% | 231 | -861 | -35.96% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 1,515 | 327 | 0.04% | 0.04% | 232 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tradewinds, LLC. | History | Reduced | 1,196 | 324 | 0.1% | 0.07% | 233 | -103 | -7.93% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Reduced | 1,474 | 318 | 0.01% | 0.01% | 235 | -655 | -30.77% | Q1 2026 | May 01, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,475 | 318 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NewSquare Capital LLC | History | Reduced | 1,459 | 315 | 0.03% | 1.34% | 236 | -64,705 | -97.79% | Q1 2026 | May 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,460 | 315 | 0.0% | 0.0% | 237 | -3,343 | -69.6% | Q1 2026 | Apr 29, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 1,432 | 309 | 0.01% | 0.02% | 238 | -657 | -31.45% | Q1 2026 | May 14, 2026 |
| HFG Advisors, Inc. | History | No change | 1,433 | 309 | 0.22% | 0.24% | 239 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 1,419 | 306 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,400 | 302 | 0.0% | 0.0% | 241 | -400 | -22.22% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 1,294 | 297 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IFS Group,LLC | History | New | 1,372 | 296 | 0.26% | — | 244 | +1,372 | New | Q1 2026 | May 18, 2026 |
| Kapstone Financial Advisors LLC | History | Reduced | 1,373 | 296 | 0.14% | 0.16% | 243 | -68 | -4.72% | Q1 2026 | Apr 22, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,346 | 290 | 0.0% | 0.0% | 245 | +163 | 13.78% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,301 | 280 | 0.0% | 0.0% | 246 | -117 | -8.25% | Q1 2026 | May 11, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 1,296 | 279 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,289 | 278 | 0.0% | — | 248 | +1,289 | New | Q1 2026 | May 01, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 1,275 | 275 | 0.13% | 0.13% | 250 | +2 | 0.16% | Q1 2026 | May 14, 2026 |
| Palogic Value Management, L.P. | History | No change | 1,277 | 275 | 0.12% | 0.12% | 249 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 1,267 | 273 | 0.0% | 0.0% | 251 | -383 | -23.21% | Q1 2026 | May 14, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 1,255 | 271 | 0.06% | 0.08% | 252 | -247 | -16.44% | Q1 2026 | Apr 27, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 1,251 | 270 | 0.15% | 0.13% | 253 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 1,219 | 263 | 0.06% | 0.11% | 254 | -855 | -41.22% | Q1 2026 | Apr 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,197 | 258 | 0.0% | 0.0% | 255 | +137 | 12.92% | Q1 2026 | May 15, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 1,176 | 253 | 0.05% | 0.06% | 258 | -201 | -14.6% | Q1 2026 | Apr 20, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 1,172 | 253 | 0.09% | 0.1% | 256 | -112 | -8.72% | Q1 2026 | May 12, 2026 |
| Purus Wealth Management, LLC | History | No change | 1,173 | 253 | 0.08% | 0.08% | 257 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Reliant Investment Partners, LLC | History | No change | 1,170 | 252 | 0.21% | 0.21% | 259 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 1,166 | 251 | 0.01% | 0.01% | 260 | +58 | 5.23% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Reduced | 1,159 | 250 | 0.0% | 0.0% | 261 | -866 | -42.77% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Reduced | 910 | 242 | 0.02% | 0.02% | 262 | -144 | -13.66% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Reduced | 1,120 | 241 | 0.0% | 0.0% | 263 | -20 | -1.75% | Q1 2026 | May 14, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,115 | 240 | 0.04% | 0.04% | 264 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 1,098 | 237 | 0.02% | — | 265 | +1,098 | New | Q1 2026 | May 12, 2026 |
| HB Wealth Management, LLC | History | No change | 1,097 | 236 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| jvl associates llc | History | Reduced | 1,090 | 235 | 0.08% | 0.08% | 267 | -25 | -2.24% | Q1 2026 | Apr 16, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 1,075 | 232 | 0.17% | 0.18% | 268 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 799 | 228 | 0.13% | — | 269 | +799 | New | Q1 2026 | May 11, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 1,053 | 227 | 0.16% | 0.15% | 270 | +195 | 22.73% | Q1 2026 | Apr 29, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,043 | 225 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 1,037 | 223 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Trexquant Investment LP | History | Added to | 994 | 214 | 0.0% | 0.0% | 274 | +32 | 3.33% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 994 | 214 | 0.01% | 0.01% | 273 | +19 | 1.95% | Q1 2026 | Apr 15, 2026 |
| Baugh & Associates, LLC | History | Reduced | 987 | 213 | 0.09% | 0.11% | 275 | -5 | -0.5% | Q1 2026 | Apr 16, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 959 | 207 | 0.01% | — | 278 | +959 | New | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 960 | 207 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Summa Corp. | History | No change | 962 | 207 | 0.09% | 0.1% | 277 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 954 | 206 | 0.04% | 0.04% | 279 | -1 | -0.1% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 952 | 205 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| 1832 Asset Management L.P. | History | No change | 944 | 203 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 944 | 203 | 0.02% | 0.03% | 282 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Element Wealth, LLC | History | Reduced | 937 | 202 | 0.08% | 0.65% | 284 | -5,939 | -86.37% | Q1 2026 | May 04, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 937 | 202 | 0.04% | 0.06% | 285 | -364 | -27.98% | Q1 2026 | Apr 22, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 937 | 202 | 0.02% | 0.02% | 283 | +9 | 0.97% | Q1 2026 | Apr 08, 2026 |
| Sigma Planning Corp | History | Reduced | 931 | 201 | 0.01% | 0.01% | 287 | -292 | -23.88% | Q1 2026 | May 04, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 932 | 201 | 0.01% | 0.01% | 286 | -39 | -4.02% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Added to | 920 | 198 | 0.01% | 0.01% | 288 | +47 | 5.38% | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | No change | 891 | 192 | 0.01% | 0.02% | 289 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 866 | 187 | 0.08% | 0.08% | 290 | -35 | -3.88% | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | New | 815 | 176 | 0.01% | — | 292 | +815 | New | Q1 2026 | May 19, 2026 |
| HM PAYSON & CO | History | No change | 815 | 176 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 812 | 175 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 802 | 173 | 0.0% | 0.0% | 294 | -90 | -10.09% | Q1 2026 | May 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 800 | 172 | 0.0% | 0.01% | 295 | -1,250 | -60.98% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | New | 700 | 151 | 0.0% | — | 297 | +700 | New | Q1 2026 | May 13, 2026 |
| DAGCO, INC. | History | No change | 702 | 151 | 0.03% | 0.04% | 296 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 694 | 149 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 673 | 145 | 0.05% | 0.05% | 299 | -1 | -0.15% | Q1 2026 | May 01, 2026 |
| Crews Bank & Trust | History | No change | 623 | 134 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q1 2026 | May 13, 2026 |