SPDR SERIES TRUST - RWR
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | History | Reduced | 2,331,397 | 235,401 | 0.03% | 0.03% | 1 | -190,243 | -7.54% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,303,755 | 232,610 | 0.04% | 0.03% | 2 | +100,470 | 4.56% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 444,186 | 44,849 | 0.01% | 0.01% | 3 | +4,206 | 0.96% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 442,908 | 44,720 | 0.01% | 0.01% | 4 | +116 | 0.03% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 380,738 | 38,443 | 0.02% | 0.02% | 5 | -52,341 | -12.09% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 373,808 | 37,743 | 0.0% | 0.0% | 6 | +28,309 | 8.19% | Q1 2026 | May 15, 2026 |
| MASON STREET ADVISORS, LLC | History | Reduced | 348,675 | 35,205 | 3.44% | 3.54% | 7 | -17,880 | -4.88% | Q1 2026 | May 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 335,900 | 33,915 | 0.03% | 0.04% | 8 | +82,400 | 32.5% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 328,608 | 33,179 | 0.01% | 0.01% | 9 | -4,326 | -1.3% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 310,624 | 31,363 | 0.0% | 0.0% | 10 | +93,761 | 43.24% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 297,832 | 29,664 | 0.0% | 0.0% | 11 | +255,805 | 608.67% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 279,686 | 28,239 | 0.0% | 0.0% | 12 | -18,230 | -6.12% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 237,069 | 23,792 | 0.01% | 0.0% | 13 | +16,908 | 7.68% | Q1 2026 | May 15, 2026 |
| McMill Wealth Management | History | New | 306,668 | 23,472 | 6.24% | — | 14 | +306,668 | New | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 217,976 | 22,009 | 0.03% | 0.03% | 15 | -5,839 | -2.61% | Q1 2026 | Apr 27, 2026 |
| BlackRock, Inc. | History | Reduced | 178,635 | 18,036 | 0.0% | 0.0% | 16 | -40,039 | -18.31% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 144,561 | 14,596 | 0.01% | 0.01% | 17 | -1,293 | -0.89% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 139,614 | 14,096 | 0.07% | 0.06% | 18 | +2,422 | 1.77% | Q1 2026 | Apr 24, 2026 |
| Piedmont Capital Management, LLC | History | New | 132,183 | 13,567 | 6.9% | — | 19 | +132,183 | New | Q1 2026 | May 15, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Reduced | 114,475 | 11,558 | 1.96% | 1.56% | 20 | -3,884 | -3.28% | Q1 2026 | Apr 22, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 107,389 | 10,843 | 0.23% | 0.22% | 21 | +7,275 | 7.27% | Q1 2026 | May 14, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 107,295 | 10,833 | 5.39% | 5.68% | 22 | +1,720 | 1.63% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 95,345 | 9,626 | 0.01% | 0.01% | 23 | -4,900 | -4.89% | Q1 2026 | May 12, 2026 |
| St. Clair Advisors, LLC | History | Reduced | 88,450 | 8,930 | 2.38% | 3.28% | 24 | -40,807 | -31.57% | Q1 2026 | Apr 23, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 73,045 | 7,375 | 0.19% | — | 25 | +73,045 | New | Q1 2026 | May 15, 2026 |
| DT Investment Partners, LLC | History | Added to | 71,086 | 7,177 | 0.6% | 0.58% | 26 | +186 | 0.26% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 62,311 | 6,291 | 0.15% | 0.14% | 27 | +2,256 | 3.76% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 58,325 | 5,890 | 0.0% | 0.0% | 28 | +8,897 | 18.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 48,184 | 4,865 | 0.0% | 0.0% | 29 | +44,184 | 1104.6% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 46,134 | 4,658 | 0.0% | 0.04% | 30 | -849,335 | -94.85% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 44,709 | 4,514 | 0.01% | 0.01% | 31 | -2,219 | -4.73% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 43,761 | 4,418 | 0.0% | 0.0% | 32 | -13,770 | -23.93% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 43,547 | 4,396 | 0.02% | 0.02% | 33 | +248 | 0.57% | Q1 2026 | Apr 30, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 41,762 | 4,216 | 0.25% | 0.23% | 34 | +3,736 | 9.82% | Q1 2026 | May 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 41,737 | 4,214 | 0.06% | 0.05% | 35 | +149 | 0.36% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | New | 38,456 | 3,882 | 0.0% | — | 36 | +38,456 | New | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 37,616 | 3,798 | 0.03% | 0.05% | 37 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Adams Wealth Management | History | Added to | 37,490 | 3,785 | 0.83% | 0.77% | 38 | +864 | 2.36% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Added to | 37,490 | 3,785 | 0.73% | 0.67% | 39 | +864 | 2.36% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 36,511 | 3,686 | 0.0% | 0.0% | 40 | -21,284 | -36.83% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 36,039 | 3,638 | 0.01% | 0.0% | 41 | -1,237 | -3.32% | Q1 2026 | Apr 27, 2026 |
| SMITH, MOORE & CO. | History | Added to | 29,516 | 2,980 | 0.22% | 0.22% | 42 | +385 | 1.32% | Q1 2026 | May 05, 2026 |
| Falcon Wealth Planning | History | Reduced | 28,280 | 2,855 | 0.19% | 0.25% | 43 | -1,927 | -6.38% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 27,604 | 2,787 | 0.0% | 0.0% | 44 | -61 | -0.22% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 25,013 | 2,525 | 0.0% | 0.0% | 45 | -44,844 | -64.19% | Q1 2026 | May 12, 2026 |
| REBALANCE, LLC | History | Added to | 23,656 | 2,388 | 0.14% | 0.13% | 46 | +144 | 0.61% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Reduced | 23,498 | 2,372 | 0.0% | 0.01% | 47 | -6,597 | -21.92% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 23,177 | 2,340 | 0.01% | 0.01% | 48 | -588 | -2.47% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 22,012 | 2,222 | 0.0% | 0.0% | 49 | +5,184 | 30.81% | Q1 2026 | May 15, 2026 |
| CITY HOLDING CO | History | Added to | 21,755 | 2,196 | 0.27% | 0.23% | 50 | +3,125 | 16.77% | Q1 2026 | Apr 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 20,827 | 2,102 | 0.0% | 0.0% | 51 | -670 | -3.12% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 20,603 | 2,082 | 0.0% | 0.0% | 52 | -2,291 | -10.01% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 19,244 | 1,943 | 0.0% | 0.0% | 53 | -15,051 | -43.89% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 18,183 | 1,835 | 0.0% | 0.0% | 54 | +15,256 | 521.22% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 17,824 | 1,799 | 0.0% | 0.0% | 55 | -575 | -3.13% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 17,820 | 1,799 | 0.01% | 0.01% | 56 | +271 | 1.54% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 17,487 | 1,765 | 0.0% | 0.0% | 57 | -1,585 | -8.31% | Q1 2026 | May 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 17,053 | 1,721 | 0.91% | 0.94% | 58 | -1,160 | -6.37% | Q1 2026 | Apr 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 17,029 | 1,719 | 0.02% | 0.05% | 59 | -23,072 | -57.53% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 15,967 | 1,612 | 0.04% | 0.04% | 60 | -669 | -4.02% | Q1 2026 | Apr 27, 2026 |
| Bank of New York Mellon Corp | History | Added to | 15,423 | 1,557 | 0.0% | 0.0% | 61 | +113 | 0.74% | Q1 2026 | May 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 15,349 | 1,549 | 0.04% | 0.04% | 62 | +1,199 | 8.47% | Q1 2026 | May 14, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 15,314 | 1,546 | 0.22% | 0.07% | 63 | +10,190 | 198.87% | Q1 2026 | Apr 21, 2026 |
| American Financial Advisors, LLC | History | Reduced | 14,336 | 1,447 | 0.19% | 0.19% | 64 | -989 | -6.45% | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | Reduced | 13,550 | 1,368 | 0.0% | 0.0% | 65 | -1,200 | -8.14% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 13,170 | 1,330 | 0.0% | 0.0% | 66 | +6,140 | 87.34% | Q1 2026 | Apr 30, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 13,105 | 1,323 | 0.26% | 0.27% | 67 | +36 | 0.28% | Q1 2026 | Apr 14, 2026 |
| Omega Financial Group, LLC | History | Reduced | 12,862 | 1,298 | 0.42% | 0.47% | 68 | -1,680 | -11.55% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 12,740 | 1,286 | 0.0% | — | 69 | +12,740 | New | Q1 2026 | May 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 12,249 | 1,236 | 0.09% | 0.13% | 70 | -8,512 | -41.0% | Q1 2026 | Apr 16, 2026 |
| Atlas Brown,Inc. | History | Reduced | 12,063 | 1,217 | 0.37% | 0.35% | 71 | -98 | -0.81% | Q1 2026 | Apr 17, 2026 |
| DAVIDSON TRUST CO | History | No change | 11,999 | 1,211 | 0.52% | 0.49% | 72 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Added to | 11,633 | 1,174 | 0.0% | 0.0% | 73 | +320 | 2.83% | Q1 2026 | May 13, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 28,309 | 1,106 | 0.35% | 0.35% | 74 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 10,814 | 1,091 | 0.06% | 0.06% | 75 | -110 | -1.01% | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | Added to | 10,427 | 1,052 | 0.01% | 0.01% | 76 | +363 | 3.61% | Q1 2026 | May 04, 2026 |
| Lee Financial Co | History | Added to | 9,707 | 980 | 0.14% | 0.1% | 77 | +2,171 | 28.81% | Q1 2026 | Apr 13, 2026 |
| US BANCORP \DE\ | History | Added to | 9,145 | 923 | 0.0% | 0.0% | 78 | +364 | 4.15% | Q1 2026 | May 14, 2026 |
| Gibson Capital, LLC | History | No change | 8,995 | 908 | 0.17% | 0.16% | 79 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Summit Financial, LLC | History | New | 8,756 | 884 | 0.01% | — | 80 | +8,756 | New | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | No change | 8,724 | 880 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 8,757 | 860 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 7,410 | 748 | 0.4% | 0.55% | 83 | -3,562 | -32.46% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 7,287 | 736 | 0.01% | 0.01% | 84 | +214 | 3.03% | Q1 2026 | May 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 7,258 | 732 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 6,776 | 684 | 0.5% | 0.49% | 86 | +28 | 0.41% | Q1 2026 | Apr 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,509 | 657 | 0.01% | 0.01% | 87 | -389 | -5.64% | Q1 2026 | Apr 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 6,480 | 654 | 0.0% | 0.0% | 88 | -1,259 | -16.27% | Q1 2026 | May 13, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 6,252 | 631 | 0.53% | 0.49% | 89 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 6,233 | 629 | 0.07% | 0.17% | 90 | -9,932 | -61.44% | Q1 2026 | Apr 22, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 6,195 | 625 | 0.0% | 0.0% | 91 | +1,260 | 25.53% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | No change | 5,730 | 578 | 0.1% | 0.1% | 92 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 5,692 | 574 | 0.06% | 0.05% | 93 | -35 | -0.61% | Q1 2026 | May 01, 2026 |
| AWM CAPITAL, LLC | History | Added to | 5,386 | 543 | 0.05% | 0.05% | 94 | +13 | 0.24% | Q1 2026 | May 12, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 5,327 | 537 | 0.23% | 0.25% | 95 | -449 | -7.77% | Q1 2026 | May 01, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 5,070 | 511 | 0.01% | 0.11% | 96 | -50,818 | -90.93% | Q1 2026 | Apr 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,935 | 498 | 0.0% | 0.0% | 97 | -16,343 | -76.81% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 4,890 | 493 | 0.0% | 0.0% | 98 | +221 | 4.73% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,961 | 487 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,764 | 483 | 0.0% | 0.01% | 100 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| GTS SECURITIES LLC | History | New | 4,754 | 480 | 0.02% | — | 101 | +4,754 | New | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 4,737 | 478 | 0.0% | 0.0% | 102 | +250 | 5.57% | Q1 2026 | May 14, 2026 |
| Urban Financial Advisory Corp | History | Reduced | 4,725 | 477 | 0.17% | 0.18% | 103 | -10 | -0.21% | Q1 2026 | May 08, 2026 |
| Banque Transatlantique SA | History | New | 4,500 | 454 | 0.01% | — | 104 | +4,500 | New | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 4,430 | 453 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 4,472 | 451 | 0.12% | 0.12% | 106 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 4,461 | 450 | 0.0% | 0.0% | 107 | +118 | 2.72% | Q1 2026 | May 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 4,412 | 445 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Florida Trust Wealth Management Co | History | No change | 4,405 | 444 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,363 | 440 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 4,346 | 438 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | Reduced | 4,274 | 431 | 0.09% | 0.11% | 112 | -1,181 | -21.65% | Q1 2026 | May 01, 2026 |
| Austin Private Wealth, LLC | History | No change | 4,339 | 426 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,059 | 416 | 0.0% | 0.0% | 114 | -7,855 | -65.93% | Q1 2026 | Apr 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 4,090 | 412 | 0.01% | 0.01% | 115 | -339 | -7.65% | Q1 2026 | May 04, 2026 |
| Forum Financial Management, LP | History | No change | 4,032 | 407 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Bancorp USA Inc. | History | New | 4,006 | 404 | 0.0% | — | 117 | +4,006 | New | Q1 2026 | May 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 3,752 | 378 | 0.04% | 0.04% | 118 | -11 | -0.29% | Q1 2026 | Apr 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,520 | 355 | 0.0% | 0.0% | 119 | -7 | -0.2% | Q1 2026 | May 14, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 3,512 | 354 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Midwest Trust Co | History | Reduced | 3,418 | 345 | 0.0% | 0.01% | 121 | -3,387 | -49.77% | Q1 2026 | May 01, 2026 |
| Trilogy Capital Inc. | History | Reduced | 3,403 | 343 | 0.02% | 0.02% | 122 | -30 | -0.87% | Q1 2026 | Apr 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,331 | 336 | 0.04% | — | 124 | +3,331 | New | Q1 2026 | May 15, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 3,331 | 336 | 0.09% | 0.09% | 123 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 3,294 | 332 | 0.0% | 0.0% | 125 | -426 | -11.45% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,090 | 330 | 0.01% | 0.01% | 126 | +18 | 0.59% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,250 | 328 | 0.0% | — | 127 | +3,250 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 3,315 | 325 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,142 | 317 | 0.0% | 0.0% | 129 | -263 | -7.72% | Q1 2026 | Apr 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 3,080 | 310 | 0.0% | 0.0% | 130 | +255 | 9.03% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | No change | 3,035 | 306 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BOKF, NA | History | Reduced | 3,020 | 304 | 0.0% | 0.0% | 132 | -118 | -3.76% | Q1 2026 | May 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 3,000 | 302 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,984 | 301 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,890 | 292 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 2,795 | 282 | 0.03% | 0.03% | 136 | -26 | -0.92% | Q1 2026 | Apr 30, 2026 |
| Lewis Asset Management, LLC | History | New | 2,765 | 279 | 0.11% | — | 138 | +2,765 | New | Q1 2026 | Apr 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 2,766 | 279 | 0.02% | 0.02% | 137 | -513 | -15.65% | Q1 2026 | Apr 20, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 2,743 | 276 | 0.01% | 0.12% | 139 | -23,152 | -89.41% | Q1 2026 | Apr 27, 2026 |
| WealthPoint Financial, LLC | History | No change | 2,793 | 274 | 0.24% | 0.24% | 140 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 2,621 | 264 | 0.0% | 0.0% | 141 | -22 | -0.83% | Q1 2026 | May 05, 2026 |
| SouthState Bank Corp | History | Reduced | 2,598 | 262 | 0.01% | 0.01% | 142 | -33 | -1.25% | Q1 2026 | May 05, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 2,539 | 256 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 2,483 | 250 | 0.03% | 0.03% | 144 | +7 | 0.28% | Q1 2026 | Apr 15, 2026 |
| Newport Capital Group, LLC | History | Reduced | 2,455 | 247 | 0.15% | 0.16% | 145 | -162 | -6.19% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,399 | 238 | 0.0% | 0.0% | 146 | +134 | 5.92% | Q1 2026 | May 15, 2026 |
| Curran Financial Partners, LLC | History | Added to | 2,320 | 234 | 0.04% | 0.04% | 147 | +16 | 0.69% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 2,143 | 233 | 0.13% | — | 148 | +2,143 | New | Q1 2026 | May 19, 2026 |
| Front Row Advisors LLC | History | Reduced | 2,263 | 228 | 0.08% | 0.08% | 149 | -156 | -6.45% | Q1 2026 | May 19, 2026 |
| Rossmore Private Capital | History | No change | 2,245 | 226 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 2,178 | 219 | 0.1% | 0.08% | 152 | -11 | -0.5% | Q1 2026 | May 05, 2026 |
| VANGUARD GROUP INC | History | No change | 2,233 | 219 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,225 | 218 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Piscataqua Savings Bank | History | No change | 2,129 | 214 | 0.15% | 0.15% | 154 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 2,111 | 213 | 0.01% | 0.01% | 155 | -126 | -5.63% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,108 | 212 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,071 | 209 | 0.0% | — | 157 | +2,071 | New | Q1 2026 | May 12, 2026 |
| HBK Sorce Advisory LLC | History | New | 1,854 | 204 | 0.0% | — | 158 | +1,854 | New | Q1 2026 | May 11, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | New | 2,015 | 203 | 0.01% | — | 159 | +2,015 | New | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,994 | 201 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,962 | 198 | 0.0% | 0.0% | 161 | -338 | -14.7% | Q1 2026 | May 06, 2026 |
| Keewaydin Investments LLC | History | No change | 1,950 | 196 | 0.06% | 0.05% | 162 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | Reduced | 1,938 | 195 | 0.0% | 0.0% | 163 | -287 | -12.9% | Q1 2026 | Apr 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,854 | 187 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Sachetta, LLC | History | Reduced | 1,785 | 180 | 0.1% | 0.1% | 166 | -15 | -0.83% | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,785 | 180 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| First PREMIER Bank | History | No change | 1,666 | 168 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MAI Capital Management | History | No change | 1,555 | 157 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vanguard National Trust Co | History | New | 1,452 | 146 | 0.01% | — | 169 | +1,452 | New | Q1 2026 | May 08, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 1,231 | 124 | 0.03% | 0.05% | 170 | -262 | -17.55% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | No change | 1,225 | 123 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 1,185 | 120 | 0.0% | 0.0% | 172 | -864 | -42.17% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 1,175 | 118 | 0.0% | — | 173 | +1,172 | 39066.67% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,068 | 107 | 0.0% | 0.0% | 174 | +833 | 354.47% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 985 | 99 | 0.0% | — | 175 | +985 | New | Q1 2026 | May 07, 2026 |
| MTM Investment Management, LLC | History | No change | 970 | 97 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 873 | 88 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 850 | 85 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 829 | 83 | 0.0% | 0.0% | 179 | +152 | 22.45% | Q1 2026 | Apr 27, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 825 | 83 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Coston, McIsaac & Partners | History | No change | 813 | 82 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 786 | 78 | 0.0% | 0.0% | 182 | +18 | 2.34% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 763 | 77 | 0.03% | 0.03% | 183 | -11 | -1.42% | Q1 2026 | Apr 24, 2026 |
| GW&K Investment Management, LLC | History | No change | 750 | 76 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 650 | 65 | 0.0% | — | 187 | +650 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 646 | 65 | 0.0% | 0.0% | 185 | +147 | 29.46% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 644 | 65 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 590 | 59 | 0.04% | 0.03% | 188 | -294 | -33.26% | Q1 2026 | May 01, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 573 | 58 | 0.05% | 0.05% | 189 | +3 | 0.53% | Q1 2026 | Apr 02, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 554 | 55 | 0.0% | 0.0% | 190 | -1,157 | -67.62% | Q1 2026 | May 11, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 522 | 52 | 0.02% | 0.02% | 191 | -108 | -17.14% | Q1 2026 | Apr 17, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 509 | 51 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Caldwell Trust Co | History | No change | 450 | 45 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SIMPLEX TRADING, LLC | History | New | 431 | 43 | 0.0% | — | 195 | +431 | New | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 430 | 43 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | No change | 358 | 36 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 345 | 34 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Redwood Park Advisors LLC | History | Added to | 311 | 31 | 0.02% | 0.02% | 198 | +1 | 0.32% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Reduced | 284 | 28 | 0.0% | 0.0% | 199 | -39 | -12.07% | Q1 2026 | May 14, 2026 |
| Clayton Financial Group LLC | History | No change | 270 | 27 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | No change | 252 | 25 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Synergy Investment Management, LLC | History | New | 243 | 24 | 0.01% | — | 203 | +243 | New | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 238 | 24 | 0.0% | 0.0% | 202 | -2 | -0.83% | Q1 2026 | Apr 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 236 | 23 | 0.0% | 0.0% | 204 | +1 | 0.43% | Q1 2026 | May 05, 2026 |
| Meramec Financial Planners, LLC | History | No change | 200 | 22 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Costello Asset Management, INC | History | Added to | 211 | 21 | 0.01% | 0.01% | 206 | +1 | 0.48% | Q1 2026 | Apr 30, 2026 |
| Smithfield Trust Co | History | No change | 200 | 20 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 200 | 20 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 200 | 20 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 194 | 19 | 0.0% | 0.0% | 210 | -1 | -0.51% | Q1 2026 | May 08, 2026 |
| BAYBAN | History | No change | 191 | 19 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | New | 176 | 17 | 0.0% | — | 213 | +176 | New | Q1 2026 | May 19, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 172 | 17 | 0.05% | 0.04% | 212 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 167 | 16 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 150 | 15 | 0.0% | — | 217 | +150 | New | Q1 2026 | Apr 14, 2026 |
| McIlrath & Eck, LLC | History | No change | 150 | 15 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Founders Financial Alliance, LLC | History | No change | 155 | 15 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Added to | 136 | 13 | 0.0% | 0.0% | 219 | +17 | 14.29% | Q1 2026 | May 15, 2026 |
| MOTCO | History | No change | 137 | 13 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 125 | 12 | 0.0% | 0.0% | 221 | -334 | -72.77% | Q1 2026 | May 07, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 121 | 12 | 0.0% | — | 222 | +121 | New | Q1 2026 | May 12, 2026 |
| Grove Bank & Trust | History | No change | 126 | 12 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 110 | 11 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pflug Koory, LLC | History | No change | 117 | 11 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 115 | 11 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 105 | 10 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 103 | 10 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 93 | 9 | 0.0% | — | 230 | +93 | New | Q1 2026 | May 01, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 99 | 9 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Perspectives, Inc | History | No change | 90 | 9 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 83 | 8 | 0.0% | 0.0% | 232 | -163 | -66.26% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 7,191 | 8 | 0.0% | 0.0% | 231 | +18 | 0.25% | Q1 2026 | May 15, 2026 |
| EPG Wealth Management LLC | History | Added to | 84 | 8 | 0.0% | 0.0% | 233 | +1 | 1.2% | Q1 2026 | May 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 88 | 8 | 0.01% | 0.01% | 234 | +1 | 1.15% | Q1 2026 | Apr 27, 2026 |
| MATHER GROUP, LLC. | History | New | 78 | 7 | 0.0% | — | 237 | +78 | New | Q1 2026 | Apr 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 71 | 7 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crews Bank & Trust | History | No change | 75 | 7 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Miller Global Investments, LLC | History | New | 65 | 6 | 0.01% | — | 240 | +65 | New | Q1 2026 | Apr 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 60 | 6 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | No change | 65 | 6 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EFG International AG | History | Reduced | 50 | 5 | 0.0% | 0.0% | 242 | -34 | -40.48% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 52 | 5 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | New | 41 | 4 | 0.0% | — | 245 | +41 | New | Q1 2026 | May 11, 2026 |
| Investors Research Corp | History | No change | 45 | 4 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 44 | 4 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Copia Wealth Management | History | Reduced | 33 | 3 | 0.0% | 0.01% | 249 | -46 | -58.23% | Q1 2026 | May 04, 2026 |
| CX Institutional | History | Reduced | 34 | 3 | 0.0% | 0.0% | 247 | -39 | -53.42% | Q1 2026 | Apr 06, 2026 |
| Manchester Capital Management LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 32 | 3 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Root Financial Partners, LLC | History | New | 23 | 2 | 0.0% | — | 251 | +23 | New | Q1 2026 | Apr 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 22 | 2 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 12 | 1 | 0.0% | 0.0% | 253 | -75 | -86.21% | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | New | 10 | 1 | 0.0% | — | 256 | +10 | New | Q1 2026 | May 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 12 | 1 | 0.0% | 0.0% | 252 | -8 | -40.0% | Q1 2026 | May 12, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 13 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CAPITAL ADVISORS INC/OK | History | Closed out | 0 | 0 | — | 0.19% | — | -117,096 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,725 | -100.0% | Q1 2026 | May 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,366 | -100.0% | Q1 2026 | May 04, 2026 |
| Autumn Glory Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,200 | -100.0% | Q1 2026 | May 04, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,941 | -100.0% | Q1 2026 | May 14, 2026 |
| Convergence Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,290 | -100.0% | Q1 2026 | May 11, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,098 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,087 | -100.0% | Q1 2026 | May 12, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -2,078 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BLB&B Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,072 | -100.0% | Q1 2026 | Apr 28, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -1,097 | -100.0% | Q1 2026 | Apr 16, 2026 |
| IAG Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -875 | -100.0% | Q1 2026 | Apr 29, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -520 | -100.0% | Q1 2026 | May 08, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -447 | -100.0% | Q1 2026 | May 12, 2026 |
| Gen-Wealth Partners Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -354 | -100.0% | Q1 2026 | May 08, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -213 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -205 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -202 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | May 15, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 14, 2026 |
| Napier Financial, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 28, 2026 |
| SHP Wealth Management | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| NATIXIS | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |