FIRST TRUST EXCHANGE-TRADED FUND VI - SDVY
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 24,870,852 | 980,657 | 0.26% | 0.26% | 1 | -21,317 | -0.09% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 18,583,991 | 732,766 | 0.04% | 0.04% | 2 | +637,135 | 3.55% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 15,324,967 | 604,263 | 0.19% | 0.17% | 3 | +1,219,704 | 8.65% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 12,623,609 | 497,748 | 0.09% | 0.09% | 4 | +184,206 | 1.48% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,463,585 | 373,149 | 0.03% | 0.02% | 5 | +564,137 | 6.34% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 7,943,362 | 313,206 | 0.33% | 0.32% | 6 | +227,423 | 2.95% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 6,670,911 | 263,034 | 0.05% | 0.04% | 7 | +322,622 | 5.08% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 6,289,010 | 247,975 | 0.04% | 0.04% | 8 | -652,155 | -9.4% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 4,575,086 | 180,395 | 2.64% | 2.55% | 9 | +199,463 | 4.56% | Q1 2026 | Apr 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 3,945,429 | 155,569 | 0.14% | 0.14% | 10 | -222,431 | -5.34% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,830,391 | 151,032 | 2.33% | 2.11% | 11 | +1,114,597 | 41.04% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,621,293 | 142,787 | 0.04% | 0.04% | 12 | +339,326 | 10.34% | Q1 2026 | May 04, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 3,472,041 | 136,902 | 4.17% | 4.07% | 13 | +66,100 | 1.94% | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,455,328 | 136,243 | 0.19% | 0.18% | 14 | -99,356 | -2.8% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,973,960 | 117,263 | 0.12% | 0.14% | 15 | -331,828 | -10.04% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,813,061 | 110,939 | 0.16% | 0.16% | 16 | +9,427 | 0.34% | Q1 2026 | May 15, 2026 |
| LVZ, Inc. | History | Reduced | 2,674,296 | 105,447 | 12.03% | 12.02% | 17 | -130,839 | -4.66% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,653,798 | 104,639 | 0.14% | 0.13% | 18 | +199,415 | 8.12% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,597,783 | 102,431 | 0.26% | 0.24% | 19 | +247,455 | 10.53% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,498,710 | 98,524 | 0.06% | 0.05% | 20 | +298,886 | 13.59% | Q1 2026 | May 07, 2026 |
| LM Advisors LLC | History | Added to | 3,482 | 88,385 | 1.4% | 1.63% | 21 | +10 | 0.29% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,689,276 | 66,608 | 0.1% | 0.09% | 22 | +260,356 | 18.22% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,659,688 | 65,441 | 0.25% | 0.25% | 23 | +87,259 | 5.55% | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,480,558 | 58,378 | 0.17% | 0.13% | 24 | +173,007 | 13.23% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,505,526 | 58,278 | 0.03% | 0.03% | 25 | +396,268 | 35.72% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,444,960 | 56,974 | 0.27% | 0.25% | 26 | +83,660 | 6.15% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,368,052 | 53,942 | 0.15% | 0.16% | 27 | -296,612 | -17.82% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,282,194 | 50,556 | 0.09% | 0.08% | 28 | +159,247 | 14.18% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 1,039,862 | 41,001 | 0.95% | 0.01% | 29 | +1,032,576 | 14172.06% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,029,951 | 40,610 | 0.45% | 0.0% | 30 | +1,022,665 | 14036.03% | Q1 2026 | May 15, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 1,026,458 | 40,473 | 2.2% | 2.07% | 31 | -994 | -0.1% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 911,680 | 35,948 | 0.09% | 0.07% | 32 | +74,375 | 8.88% | Q1 2026 | Apr 22, 2026 |
| JSF Financial, LLC | History | Added to | 891,631 | 35,157 | 6.89% | 4.57% | 33 | +316,764 | 55.1% | Q1 2026 | May 07, 2026 |
| Arkadios Wealth Advisors | History | Added to | 861,728 | 33,977 | 0.55% | 0.22% | 34 | +566,039 | 191.43% | Q1 2026 | May 18, 2026 |
| Prospera Financial Services Inc | History | Added to | 852,512 | 33,627 | 0.54% | 0.47% | 35 | +107,620 | 14.45% | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 849,178 | 33,483 | 1.22% | 1.34% | 36 | +92,762 | 12.26% | Q1 2026 | May 19, 2026 |
| Independent Advisor Alliance | History | New | 824,540 | 32,511 | 0.35% | — | 37 | +824,540 | New | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 736,973 | 29,058 | 0.18% | 0.16% | 38 | +63,777 | 9.47% | Q1 2026 | May 05, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 685,207 | 27,017 | 1.27% | 0.94% | 39 | +174,734 | 34.23% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 653,431 | 25,764 | 0.21% | 0.24% | 40 | +134,915 | 26.02% | Q1 2026 | May 15, 2026 |
| Decker Wealth Management LLC | History | Reduced | 628,685 | 24,789 | 5.62% | 5.31% | 41 | -3,692 | -0.58% | Q1 2026 | May 06, 2026 |
| Blue Chip Partners, LLC | History | Added to | 607,551 | 23,955 | 1.72% | 1.64% | 42 | +16,720 | 2.83% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 587,966 | 23,183 | 0.13% | 0.12% | 43 | -801 | -0.14% | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 578,589 | 22,813 | 0.18% | 0.15% | 44 | +45,638 | 8.56% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 571,011 | 22,686 | 0.05% | 0.03% | 45 | -24,950 | -4.19% | Q1 2026 | Apr 08, 2026 |
| Trilogy Capital Inc. | History | Added to | 562,650 | 22,185 | 0.98% | 0.95% | 46 | +8,910 | 1.61% | Q1 2026 | Apr 21, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 547,352 | 21,582 | 1.36% | 1.2% | 47 | +42,146 | 8.34% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 535,680 | 21,114 | 0.02% | 0.01% | 48 | +80,684 | 17.73% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Added to | 532,862 | 21,010 | 0.27% | 0.29% | 49 | +9,847 | 1.88% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 537,002 | 20,577 | 0.13% | 0.15% | 50 | -24,527 | -4.37% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 521,538 | 20,564 | 0.1% | 0.11% | 51 | +20,592 | 4.11% | Q1 2026 | May 08, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 510,590 | 20,132 | 2.15% | 1.49% | 52 | +153,002 | 42.79% | Q1 2026 | May 06, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 488,665 | 19,268 | 3.89% | 3.87% | 53 | +13,825 | 2.91% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Wealth | History | Added to | 483,798 | 19,076 | 0.02% | 0.01% | 54 | +238,194 | 96.98% | Q1 2026 | May 14, 2026 |
| Sanchez Wealth Management Group | History | Added to | 451,725 | 17,811 | 3.85% | 3.66% | 55 | +5,492 | 1.23% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Added to | 449,821 | 17,736 | 0.05% | 0.05% | 56 | +1,349 | 0.3% | Q1 2026 | May 14, 2026 |
| Advantage Trust Co | History | Added to | 443,500 | 17,487 | 7.84% | 7.57% | 57 | +4,636 | 1.06% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Reduced | 434,608 | 17,125 | 0.08% | 0.09% | 58 | -18,680 | -4.12% | Q1 2026 | May 15, 2026 |
| Crumly & Associates Inc. | History | Reduced | 433,507 | 17,093 | 3.59% | 3.83% | 59 | -43,209 | -9.06% | Q1 2026 | Apr 02, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 425,107 | 16,761 | 8.35% | 8.19% | 60 | -6,352 | -1.47% | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 434,710 | 16,658 | 0.77% | 0.77% | 61 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 418,090 | 16,485 | 0.37% | 0.34% | 62 | +17,233 | 4.3% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 415,114 | 16,367 | 0.59% | 0.53% | 63 | +19,273 | 4.87% | Q1 2026 | Apr 14, 2026 |
| Richmond Investment Services, LLC | History | Added to | 414,692 | 16,351 | 2.64% | 2.63% | 64 | +17,972 | 4.53% | Q1 2026 | Apr 29, 2026 |
| DAGCO, INC. | History | Added to | 413,183 | 16,291 | 3.53% | 3.28% | 65 | +42,999 | 11.62% | Q1 2026 | Apr 20, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 363,033 | 14,314 | 2.07% | 1.95% | 66 | +1,187 | 0.33% | Q1 2026 | May 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 351,046 | 13,841 | 0.54% | 0.63% | 67 | +204,098 | 138.89% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 333,920 | 13,166 | 0.44% | 0.29% | 68 | +11,930 | 3.71% | Q1 2026 | Apr 23, 2026 |
| Aft, Forsyth & Sober, LLC | History | No change | 329,600 | 12,996 | 3.96% | 3.83% | 69 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 318,732 | 12,567 | 0.24% | 0.24% | 70 | +5,605 | 1.79% | Q1 2026 | Apr 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 639,713 | 12,180 | 0.56% | 0.14% | 71 | -364,566 | -36.3% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 300,698 | 11,856 | 0.33% | 0.31% | 72 | +9,016 | 3.09% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Added to | 300,293 | 11,840 | 0.22% | 0.19% | 73 | +40,647 | 15.65% | Q1 2026 | Apr 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 299,257 | 11,799 | 0.15% | 0.14% | 74 | -2,744 | -0.91% | Q1 2026 | Apr 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 297,107 | 11,714 | 0.38% | 0.18% | 75 | +30,924 | 11.62% | Q1 2026 | Apr 29, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 297,058 | 11,713 | 1.28% | 1.19% | 76 | +3,904 | 1.33% | Q1 2026 | Apr 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 293,906 | 11,588 | 0.14% | 0.13% | 77 | +25,194 | 9.38% | Q1 2026 | May 11, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 293,256 | 11,563 | 2.31% | 2.07% | 78 | +35,669 | 13.85% | Q1 2026 | Apr 14, 2026 |
| Procyon Advisors, LLC | History | Added to | 291,405 | 11,490 | 0.56% | 0.47% | 79 | +44,143 | 17.85% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 286,832 | 11,309 | 0.69% | 0.55% | 80 | -8,120 | -2.75% | Q1 2026 | Apr 28, 2026 |
| S Harris Financial Group, LLC | History | Added to | 284,420 | 11,214 | 10.23% | 10.25% | 81 | +5,208 | 1.87% | Q1 2026 | Apr 21, 2026 |
| Randall & Associates Wealth Management | History | Added to | 281,674 | 11,106 | 7.49% | 4.54% | 82 | +110,601 | 64.65% | Q1 2026 | Apr 20, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 279,780 | 11,031 | 0.14% | 0.12% | 83 | +27,076 | 10.71% | Q1 2026 | Apr 21, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 266,637 | 10,513 | 2.64% | 2.71% | 84 | -5,974 | -2.19% | Q1 2026 | Apr 09, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 264,602 | 10,435 | 0.1% | 0.12% | 85 | -26,094 | -8.98% | Q1 2026 | May 12, 2026 |
| PSI Advisors, LLC | History | Added to | 258,753 | 10,202 | 2.44% | 2.43% | 86 | +8,090 | 3.23% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 257,694 | 10,161 | 0.01% | 0.01% | 87 | +27,647 | 12.02% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Reduced | 254,193 | 10,021 | 0.54% | 0.73% | 88 | -182,732 | -41.82% | Q1 2026 | May 14, 2026 |
| Hobart Private Capital, LLC | History | Added to | 244,264 | 9,631 | 1.89% | 1.29% | 89 | +72,342 | 42.08% | Q1 2026 | Apr 07, 2026 |
| Econ Financial Services Corp | History | Added to | 241,302 | 9,514 | 4.42% | 3.45% | 90 | +61,583 | 34.27% | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | Added to | 240,787 | 9,494 | 0.11% | 0.1% | 91 | +1,133 | 0.47% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 237,546 | 9,366 | 0.26% | 0.26% | 92 | +8,430 | 3.68% | Q1 2026 | May 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 224,997 | 8,871 | 0.46% | 0.41% | 93 | +19,932 | 9.72% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 222,880 | 8,788 | 0.11% | 0.1% | 94 | +32,117 | 16.84% | Q1 2026 | Apr 23, 2026 |
| Certified Advisory Corp | History | Added to | 215,374 | 8,492 | 0.76% | 0.74% | 95 | +2,097 | 0.98% | Q1 2026 | Apr 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 211,777 | 8,350 | 0.15% | 0.15% | 96 | +9,022 | 4.45% | Q1 2026 | May 11, 2026 |
| VestGen Advisors, LLC | History | Reduced | 200,652 | 8,309 | 0.22% | 0.34% | 97 | -5,387 | -2.61% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 210,001 | 8,280 | 0.01% | 0.01% | 98 | +5,152 | 2.52% | Q1 2026 | May 13, 2026 |
| My Portfolio Guide, LLC | History | New | 208,576 | 8,224 | 4.55% | — | 99 | +208,576 | New | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 206,615 | 8,146 | 0.62% | 0.67% | 100 | -25,660 | -11.05% | Q1 2026 | Apr 08, 2026 |
| Triumph Capital Management | History | Reduced | 206,474 | 8,141 | 1.66% | 1.72% | 101 | -1,605 | -0.77% | Q1 2026 | May 13, 2026 |
| LCW Services, LLC | History | New | 205,084 | 8,086 | 4.02% | — | 102 | +205,084 | New | Q1 2026 | Apr 27, 2026 |
| Southland Equity Partners LLC | History | Added to | 204,902 | 8,079 | 1.57% | 1.51% | 103 | +5,016 | 2.51% | Q1 2026 | Apr 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 203,663 | 8,030 | 0.01% | 0.01% | 104 | -140,304 | -40.79% | Q1 2026 | May 15, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 202,034 | 7,966 | 0.31% | 0.25% | 105 | -2,760 | -1.35% | Q1 2026 | May 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 199,870 | 7,880 | 0.25% | 0.25% | 106 | -3,702 | -1.82% | Q1 2026 | May 11, 2026 |
| Visionary Wealth Advisors | History | Added to | 199,747 | 7,876 | 0.35% | 0.34% | 107 | +5,515 | 2.84% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 198,983 | 7,845 | 0.12% | 0.11% | 108 | +10,473 | 5.56% | Q1 2026 | May 13, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 197,847 | 7,801 | 1.06% | 1.42% | 109 | -65,711 | -24.93% | Q1 2026 | Apr 14, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 197,043 | 7,769 | 1.06% | 1.09% | 110 | -7,246 | -3.55% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 193,437 | 7,627 | 0.52% | 0.46% | 111 | +17,692 | 10.07% | Q1 2026 | Apr 21, 2026 |
| Baron Wealth Management LLC | History | Added to | 187,931 | 7,410 | 2.22% | 1.96% | 112 | +22,062 | 13.3% | Q1 2026 | Apr 16, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 183,618 | 7,241 | 0.06% | 0.05% | 113 | +12,704 | 7.43% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 183,447 | 7,233 | 0.17% | 0.19% | 114 | -22,476 | -10.91% | Q1 2026 | May 15, 2026 |
| Uniting Wealth Partners, LLC | History | Reduced | 183,381 | 7,230 | 1.54% | 2.29% | 115 | -11,418 | -5.86% | Q1 2026 | Apr 22, 2026 |
| Csenge Advisory Group | History | Added to | 183,235 | 7,224 | 0.33% | 0.22% | 116 | +56,818 | 44.94% | Q1 2026 | Apr 30, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 182,228 | 7,185 | 3.29% | 2.84% | 117 | +25,322 | 16.14% | Q1 2026 | May 14, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 175,394 | 6,915 | 2.2% | 0.02% | 118 | +173,319 | 8352.72% | Q1 2026 | Apr 23, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 173,094 | 6,825 | 6.04% | 5.87% | 119 | +2,578 | 1.51% | Q1 2026 | May 15, 2026 |
| KPP Advisory Services LLC | History | Reduced | 168,578 | 6,647 | 0.97% | 1.0% | 120 | -10,610 | -5.92% | Q1 2026 | Apr 24, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 166,963 | 6,583 | 0.45% | 0.44% | 121 | -707 | -0.42% | Q1 2026 | May 13, 2026 |
| Owen LaRue, LLC | History | Added to | 164,642 | 6,491 | 2.49% | 2.18% | 122 | +14,776 | 9.86% | Q1 2026 | Apr 30, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 161,187 | 6,355 | 2.16% | 2.04% | 123 | +4,749 | 3.04% | Q1 2026 | Apr 09, 2026 |
| MAI Capital Management | History | Reduced | 161,074 | 6,351 | 0.04% | 0.04% | 124 | -1,695 | -1.04% | Q1 2026 | May 15, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 160,773 | 6,339 | 0.35% | 0.37% | 125 | -5,775 | -3.47% | Q1 2026 | May 11, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 158,946 | 6,267 | 0.33% | 0.27% | 126 | +26,075 | 19.62% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 153,726 | 6,061 | 0.14% | 0.13% | 127 | +9,285 | 6.43% | Q1 2026 | May 11, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 152,033 | 5,994 | 4.42% | 4.34% | 128 | +2,782 | 1.86% | Q1 2026 | May 05, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 150,973 | 5,952 | 4.66% | 4.58% | 129 | +9,438 | 6.67% | Q1 2026 | Apr 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 147,448 | 5,813 | 0.06% | 0.06% | 130 | +8,841 | 6.38% | Q1 2026 | Apr 20, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 144,593 | 5,701 | 2.01% | 2.26% | 131 | -142,373 | -49.61% | Q1 2026 | May 13, 2026 |
| Bravera Wealth | History | Added to | 144,594 | 5,701 | 2.57% | 2.41% | 132 | +19,069 | 15.19% | Q1 2026 | Apr 22, 2026 |
| Simplicity Wealth,LLC | History | Added to | 144,108 | 5,682 | 0.32% | 0.2% | 133 | +58,378 | 68.1% | Q1 2026 | Apr 30, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 141,150 | 5,565 | 1.33% | 2.6% | 134 | -161,921 | -53.43% | Q1 2026 | Apr 20, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 140,345 | 5,533 | 1.67% | 1.6% | 135 | -1,028 | -0.73% | Q1 2026 | Apr 17, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 139,732 | 5,509 | 3.51% | 3.56% | 136 | -6,424 | -4.4% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 138,739 | 5,468 | 0.03% | 0.03% | 137 | -111,424 | -44.54% | Q1 2026 | Apr 29, 2026 |
| Chris Bulman Inc | History | Added to | 138,692 | 5,468 | 2.4% | 1.89% | 138 | +27,022 | 24.2% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 134,503 | 5,303 | 0.06% | 0.1% | 139 | -88,449 | -39.67% | Q1 2026 | Apr 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 137,666 | 5,298 | 0.0% | 0.0% | 140 | +26,202 | 23.51% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Reduced | 127,812 | 5,040 | 0.15% | 0.15% | 141 | -5,036 | -3.79% | Q1 2026 | Apr 06, 2026 |
| Gerald Baker Financial Group LLC | History | New | 123,016 | 4,850 | 1.54% | — | 142 | +123,016 | New | Q1 2026 | May 06, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 121,542 | 4,792 | 1.1% | 1.16% | 143 | -3,007 | -2.41% | Q1 2026 | May 08, 2026 |
| Ascentis Independent Advisors | History | Added to | 120,647 | 4,757 | 0.36% | 0.35% | 144 | +63,829 | 112.34% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 119,904 | 4,727 | 0.17% | 0.17% | 145 | -2,779 | -2.27% | Q1 2026 | May 06, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 119,437 | 4,709 | 0.35% | 0.31% | 146 | +5,727 | 5.04% | Q1 2026 | Apr 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 118,356 | 4,666 | 0.15% | 0.15% | 147 | -4,117 | -3.36% | Q1 2026 | Apr 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 112,877 | 4,450 | 0.16% | 0.17% | 148 | -6,059 | -5.09% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 111,235 | 4,386 | 0.05% | 0.04% | 149 | +17,660 | 18.87% | Q1 2026 | Apr 16, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 110,418 | 4,353 | 0.82% | 0.85% | 150 | +54,599 | 97.81% | Q1 2026 | Apr 29, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 109,717 | 4,326 | 1.36% | 1.31% | 151 | +2,150 | 2.0% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 109,663 | 4,324 | 0.06% | 0.05% | 152 | +18,667 | 20.51% | Q1 2026 | May 12, 2026 |
| Oxford Wealth Group, LLC | History | Added to | 107,922 | 4,255 | 2.32% | 0.83% | 154 | +63,633 | 143.68% | Q1 2026 | May 11, 2026 |
| Virtus Family Office LLC | History | Added to | 107,918 | 4,255 | 3.63% | 3.51% | 153 | +1,491 | 1.4% | Q1 2026 | May 06, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 100,646 | 4,250 | 4.71% | 4.34% | 155 | -19,014 | -15.89% | Q1 2026 | Apr 23, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 110,789 | 4,245 | 0.32% | 0.32% | 156 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 106,209 | 4,187 | 0.32% | 0.36% | 157 | -11,057 | -9.43% | Q1 2026 | Apr 30, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 103,069 | 4,064 | 4.0% | 3.8% | 158 | +1,804 | 1.78% | Q1 2026 | Apr 07, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 101,927 | 4,018 | 1.49% | 7.27% | 159 | -414,517 | -80.26% | Q1 2026 | May 06, 2026 |
| Continuum Advisory, LLC | History | Added to | 101,436 | 3,999 | 0.38% | 0.38% | 160 | +1,692 | 1.7% | Q1 2026 | Apr 22, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 101,149 | 3,988 | 0.06% | 0.07% | 161 | -5,361 | -5.03% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 103,777 | 3,976 | 0.07% | 0.07% | 162 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | New | 100,695 | 3,970 | 0.01% | — | 163 | +100,695 | New | Q1 2026 | May 01, 2026 |
| Regal Investment Advisors LLC | History | Added to | 100,055 | 3,945 | 0.23% | 0.19% | 164 | +15,855 | 18.83% | Q1 2026 | May 14, 2026 |
| Maia Wealth LLC | History | Reduced | 98,394 | 3,879 | 0.66% | 0.73% | 165 | -3,627 | -3.56% | Q1 2026 | May 08, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 99,901 | 3,828 | 0.3% | 0.3% | 166 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 96,951 | 3,822 | 4.05% | 3.94% | 167 | +1,045 | 1.09% | Q1 2026 | Apr 10, 2026 |
| JANE STREET GROUP, LLC | History | New | 96,765 | 3,815 | 0.0% | — | 168 | +96,765 | New | Q1 2026 | May 12, 2026 |
| Sound Portfolio Advisors, LLC | History | Reduced | 96,075 | 3,788 | 3.08% | 3.15% | 169 | -1,692 | -1.73% | Q1 2026 | May 04, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 95,381 | 3,760 | 1.47% | 1.41% | 170 | +1,152 | 1.22% | Q1 2026 | Apr 21, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 91,160 | 3,594 | 0.04% | 0.04% | 171 | -2,016 | -2.16% | Q1 2026 | Apr 28, 2026 |
| Prostatis Group LLC | History | Reduced | 90,364 | 3,563 | 0.91% | 0.87% | 172 | -4,329 | -4.57% | Q1 2026 | May 12, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 88,968 | 3,507 | 1.47% | 1.38% | 173 | +12,660 | 16.59% | Q1 2026 | Apr 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 88,394 | 3,485 | 3.64% | 2.27% | 175 | +28,701 | 48.08% | Q1 2026 | Apr 16, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 88,388 | 3,485 | 1.85% | 1.7% | 174 | +8,699 | 10.92% | Q1 2026 | May 13, 2026 |
| Griffith & Werner, Inc. | History | Added to | 86,694 | 3,418 | 1.69% | 1.49% | 176 | +10,167 | 13.29% | Q1 2026 | Apr 29, 2026 |
| Mutual Advisors, LLC | History | Reduced | 86,392 | 3,406 | 0.07% | 0.08% | 177 | -13,626 | -13.62% | Q1 2026 | May 01, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 86,346 | 3,404 | 1.07% | 1.01% | 178 | +1,813 | 2.14% | Q1 2026 | Apr 16, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 84,963 | 3,350 | 0.02% | 0.02% | 179 | -1,786 | -2.06% | Q1 2026 | Apr 15, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 84,541 | 3,333 | 0.84% | 0.53% | 180 | +36,060 | 74.38% | Q1 2026 | Apr 28, 2026 |
| Banco Santander, S.A. | History | New | 83,519 | 3,293 | 0.03% | — | 181 | +83,519 | New | Q1 2026 | May 08, 2026 |
| Capital Advantage, Inc. | History | Added to | 81,772 | 3,224 | 0.42% | 0.4% | 182 | +4,540 | 5.88% | Q1 2026 | Apr 10, 2026 |
| United Advisor Group, LLC | History | Added to | 81,268 | 3,204 | 0.39% | 0.37% | 183 | +3,442 | 4.42% | Q1 2026 | Apr 17, 2026 |
| Maridea Wealth Management LLC | History | Added to | 80,975 | 3,192 | 0.46% | 0.34% | 184 | +21,057 | 35.14% | Q1 2026 | Apr 21, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 80,138 | 3,159 | 0.06% | 0.06% | 185 | +829 | 1.05% | Q1 2026 | May 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 79,838 | 3,147 | 0.41% | 0.33% | 186 | +17,355 | 27.78% | Q1 2026 | Apr 15, 2026 |
| Mason & Associates Inc | History | Added to | 81,677 | 3,143 | 0.61% | 0.57% | 187 | +2,317 | 2.92% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 79,600 | 3,138 | 0.0% | — | 189 | +79,600 | New | Q1 2026 | May 15, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 79,603 | 3,138 | 0.5% | 0.6% | 188 | -1,642 | -2.02% | Q1 2026 | Apr 10, 2026 |
| COMERICA BANK | History | No change | 80,972 | 3,102 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | Reduced | 77,076 | 3,039 | 0.1% | 0.11% | 191 | -7,379 | -8.74% | Q1 2026 | Apr 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 76,256 | 3,006 | 0.22% | 0.24% | 192 | -16,582 | -17.86% | Q1 2026 | Apr 20, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 76,054 | 2,998 | 0.13% | 0.13% | 193 | -508 | -0.66% | Q1 2026 | May 08, 2026 |
| Goldenstone Wealth Management LLC | History | Reduced | 75,884 | 2,992 | 2.18% | 2.28% | 194 | -3,626 | -4.56% | Q1 2026 | May 08, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 77,668 | 2,976 | 0.46% | 0.46% | 195 | -5,828 | -6.98% | Q1 2026 | Apr 22, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Added to | 75,426 | 2,974 | 1.63% | 1.45% | 196 | +7,501 | 11.04% | Q1 2026 | Apr 27, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 73,565 | 2,901 | 0.08% | 0.07% | 197 | +9,427 | 14.7% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 73,426 | 2,895 | 0.21% | 0.26% | 198 | -21,782 | -22.88% | Q1 2026 | May 05, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 73,270 | 2,889 | 0.9% | 0.93% | 199 | -4,668 | -5.99% | Q1 2026 | May 01, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 72,800 | 2,870 | 0.37% | 0.34% | 200 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Atlas Wealth LLC | History | Added to | 72,463 | 2,857 | 0.86% | 0.83% | 201 | +1,235 | 1.73% | Q1 2026 | May 13, 2026 |
| Stone Wealth Partners | History | Added to | 72,156 | 2,845 | 2.55% | 2.2% | 202 | +7,773 | 12.07% | Q1 2026 | May 07, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 72,178 | 2,845 | 1.8% | 1.79% | 203 | -909 | -1.24% | Q1 2026 | Apr 20, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 71,993 | 2,838 | 0.41% | 0.43% | 204 | -4,601 | -6.01% | Q1 2026 | May 13, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 71,362 | 2,813 | 1.52% | 1.48% | 205 | +3,957 | 5.87% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 70,735 | 2,789 | 0.02% | 0.02% | 206 | +3,309 | 4.91% | Q1 2026 | May 15, 2026 |
| PMG Wealth Management, Inc. | History | New | 70,316 | 2,772 | 2.0% | — | 207 | +70,316 | New | Q1 2026 | Apr 17, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 67,549 | 2,663 | 2.42% | 2.19% | 208 | +5,609 | 9.06% | Q1 2026 | Apr 23, 2026 |
| Fairway Financial, LLC | History | Added to | 66,187 | 2,609 | 1.98% | 1.9% | 209 | +607 | 0.93% | Q1 2026 | May 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 64,800 | 2,555 | 0.0% | — | 210 | +64,800 | New | Q1 2026 | May 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 64,371 | 2,538 | 0.27% | 0.24% | 211 | +7,345 | 12.88% | Q1 2026 | May 04, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Added to | 64,236 | 2,532 | 1.7% | 1.73% | 212 | +483 | 0.76% | Q1 2026 | Apr 27, 2026 |
| Junk Investment Group, LLC | History | New | 62,981 | 2,483 | 1.3% | — | 213 | +62,981 | New | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 62,850 | 2,478 | 0.0% | 0.0% | 214 | +39,597 | 170.29% | Q1 2026 | May 15, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 61,460 | 2,423 | 1.07% | 1.09% | 215 | -179 | -0.29% | Q1 2026 | Apr 27, 2026 |
| Accel Wealth Management | History | Added to | 61,225 | 2,414 | 0.63% | 0.54% | 216 | +9,324 | 17.96% | Q1 2026 | Apr 08, 2026 |
| Harvest Investment Services, LLC | History | Added to | 60,610 | 2,389 | 0.44% | 0.42% | 217 | +2,075 | 3.54% | Q1 2026 | May 14, 2026 |
| Ipsen Advisor Group LLC | History | No change | 61,863 | 2,370 | 1.68% | 1.68% | 218 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Entruity Wealth, LLC | History | Reduced | 59,770 | 2,356 | 1.6% | 1.67% | 219 | -1,397 | -2.28% | Q1 2026 | May 08, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 59,136 | 2,331 | 1.01% | 1.02% | 220 | -3,188 | -5.12% | Q1 2026 | Apr 30, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 58,662 | 2,313 | 0.85% | 0.78% | 221 | +1,951 | 3.44% | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 58,528 | 2,307 | 0.02% | 0.01% | 222 | +20,247 | 52.89% | Q1 2026 | May 08, 2026 |
| Inscription Capital, LLC | History | Added to | 58,497 | 2,306 | 0.24% | 0.22% | 223 | +2,186 | 3.88% | Q1 2026 | Apr 20, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 58,238 | 2,296 | 0.0% | 0.0% | 224 | +16,936 | 41.01% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 56,904 | 2,243 | 0.14% | 0.13% | 225 | +1,653 | 2.99% | Q1 2026 | Apr 13, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 55,959 | 2,206 | 0.19% | — | 226 | +55,959 | New | Q1 2026 | May 06, 2026 |
| Jacobi Capital Management LLC | History | Added to | 55,481 | 2,187 | 0.12% | 0.12% | 227 | +1,907 | 3.56% | Q1 2026 | May 13, 2026 |
| BAM Wealth Management, LLC | History | Added to | 55,449 | 2,186 | 1.63% | 1.1% | 228 | +15,843 | 40.0% | Q1 2026 | Apr 17, 2026 |
| Stegent Equity Advisors, Inc. | History | New | 54,653 | 2,154 | 1.84% | — | 229 | +54,653 | New | Q1 2026 | Apr 24, 2026 |
| Arkos Global Advisors | History | Added to | 54,144 | 2,135 | 0.27% | 0.24% | 230 | +4,900 | 9.95% | Q1 2026 | May 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 53,801 | 2,121 | 0.15% | 0.11% | 231 | +12,003 | 28.72% | Q1 2026 | May 12, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 53,638 | 2,114 | 0.69% | 0.61% | 232 | +6,258 | 13.21% | Q1 2026 | Apr 24, 2026 |
| WPG Advisers, LLC | History | Reduced | 52,534 | 2,071 | 1.53% | 1.58% | 233 | -3,001 | -5.4% | Q1 2026 | Apr 29, 2026 |
| Keel Point, LLC | History | No change | 53,856 | 2,063 | 0.12% | 0.12% | 234 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 51,760 | 2,040 | 1.15% | 1.16% | 235 | -165 | -0.32% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 51,584 | 2,033 | 0.02% | 0.02% | 236 | -6,356 | -10.97% | Q1 2026 | Apr 15, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 50,722 | 1,999 | 0.64% | 0.62% | 237 | -1,508 | -2.89% | Q1 2026 | Apr 15, 2026 |
| Ethos Financial Group, LLC | History | New | 50,604 | 1,995 | 0.15% | — | 238 | +50,604 | New | Q1 2026 | May 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 50,481 | 1,990 | 0.08% | 0.07% | 239 | -576 | -1.13% | Q1 2026 | May 11, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 50,390 | 1,986 | 0.31% | 0.3% | 240 | +2,217 | 4.6% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 50,000 | 1,971 | 0.0% | 0.0% | 241 | -615 | -1.22% | Q1 2026 | May 15, 2026 |
| Juno Financial Group LLC | History | Added to | 49,139 | 1,937 | 0.76% | 0.7% | 242 | +3,192 | 6.95% | Q1 2026 | May 06, 2026 |
| AIFG Consultants Ltd. | History | No change | 49,581 | 1,899 | 3.26% | 3.26% | 243 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Anderson Financial Strategies, LLC | History | Reduced | 44,703 | 1,891 | 1.04% | 1.67% | 245 | -30,599 | -40.64% | Q1 2026 | May 14, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 47,979 | 1,891 | 0.7% | 0.7% | 244 | -167 | -0.35% | Q1 2026 | Apr 23, 2026 |
| Bolthouse Investments, LLC | History | Added to | 47,421 | 1,869 | 1.69% | 1.5% | 246 | +3,250 | 7.36% | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 46,957 | 1,866 | 0.13% | 0.12% | 247 | -436 | -0.92% | Q1 2026 | May 01, 2026 |
| Bank of New York Mellon Corp | History | Added to | 47,306 | 1,865 | 0.0% | 0.0% | 248 | +5,529 | 13.23% | Q1 2026 | May 05, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 47,439 | 1,847 | 0.24% | 0.24% | 249 | +1,133 | 2.45% | Q1 2026 | Apr 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 45,519 | 1,794 | 0.09% | 0.08% | 250 | +3,015 | 7.09% | Q1 2026 | Apr 28, 2026 |
| PKS Advisory Services, LLC | History | Added to | 45,476 | 1,793 | 0.42% | 0.39% | 251 | +903 | 2.03% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 45,058 | 1,776 | 0.0% | 0.0% | 252 | +9,030 | 25.06% | Q1 2026 | May 11, 2026 |
| Grantvest Financial Group LLC | History | Added to | 44,863 | 1,768 | 1.14% | 1.03% | 253 | +2,797 | 6.65% | Q1 2026 | May 11, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 43,968 | 1,733 | 0.39% | 0.36% | 254 | +3,179 | 7.79% | Q1 2026 | Apr 27, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 43,255 | 1,731 | 0.19% | 0.64% | 255 | -68,349 | -61.24% | Q1 2026 | Apr 10, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 43,585 | 1,718 | 0.23% | 0.19% | 256 | +8,260 | 23.38% | Q1 2026 | Apr 28, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 43,376 | 1,710 | 0.11% | 0.1% | 257 | +1,373 | 3.27% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 43,369 | 1,710 | 0.09% | 0.09% | 258 | -652 | -1.48% | Q1 2026 | Apr 23, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 42,777 | 1,686 | 0.81% | 0.77% | 259 | +2,665 | 6.64% | Q1 2026 | May 08, 2026 |
| Concentrum Wealth Management | History | Added to | 42,632 | 1,680 | 0.5% | 0.44% | 260 | +1,727 | 4.22% | Q1 2026 | May 04, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 41,274 | 1,627 | 0.08% | 0.08% | 261 | +4,196 | 11.32% | Q1 2026 | Apr 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 41,228 | 1,625 | 0.0% | 0.0% | 262 | -7,968 | -16.2% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 41,207 | 1,624 | 0.15% | 0.11% | 263 | -5,450 | -11.68% | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 40,810 | 1,609 | 0.09% | 0.09% | 264 | +905 | 2.27% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 39,753 | 1,580 | 0.01% | 0.02% | 265 | -3,602 | -8.31% | Q1 2026 | Apr 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 39,663 | 1,563 | 0.01% | 0.02% | 266 | -16,092 | -28.86% | Q1 2026 | May 13, 2026 |
| CITY HOLDING CO | History | Reduced | 39,161 | 1,544 | 0.19% | 0.19% | 267 | -1,835 | -4.48% | Q1 2026 | Apr 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 39,153 | 1,543 | 0.04% | 0.01% | 268 | +23,792 | 154.89% | Q1 2026 | May 15, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 39,106 | 1,541 | 0.19% | 0.22% | 269 | -7,208 | -15.56% | Q1 2026 | Apr 30, 2026 |
| Ballew Advisors, Inc | History | Added to | 36,339 | 1,510 | 0.85% | 0.69% | 270 | +5,608 | 18.25% | Q1 2026 | Apr 10, 2026 |
| Everest Financial Group LLC | History | New | 38,150 | 1,504 | 0.25% | — | 271 | +38,150 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 37,969 | 1,497 | 0.0% | — | 272 | +37,969 | New | Q1 2026 | May 15, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 37,597 | 1,482 | 0.91% | 1.46% | 273 | -26,639 | -41.47% | Q1 2026 | May 14, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 37,479 | 1,477 | 0.84% | 0.85% | 274 | -2,058 | -5.21% | Q1 2026 | Apr 24, 2026 |
| Betterment LLC | History | Reduced | 37,361 | 1,473 | 0.0% | 0.0% | 275 | -10,222 | -21.48% | Q1 2026 | May 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 37,332 | 1,471 | 0.15% | 0.14% | 276 | +10,011 | 36.64% | Q1 2026 | Apr 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 36,852 | 1,453 | 0.04% | 0.04% | 277 | -115 | -0.31% | Q1 2026 | Apr 07, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Added to | 36,449 | 1,437 | 0.86% | 0.56% | 278 | +6,130 | 20.22% | Q1 2026 | Apr 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 36,338 | 1,432 | 0.05% | 0.04% | 279 | +7,026 | 23.97% | Q1 2026 | May 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 36,246 | 1,429 | 0.24% | 0.24% | 280 | -491 | -1.34% | Q1 2026 | May 06, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 36,052 | 1,421 | 0.51% | 0.45% | 281 | +699 | 1.98% | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 35,867 | 1,414 | 0.04% | 0.04% | 282 | +2,608 | 7.84% | Q1 2026 | May 12, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 35,859 | 1,413 | 0.62% | 0.58% | 283 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 35,685 | 1,407 | 0.35% | — | 284 | +35,685 | New | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 35,141 | 1,385 | 0.03% | 0.03% | 285 | -420 | -1.18% | Q1 2026 | May 04, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 35,053 | 1,382 | 0.24% | 0.22% | 286 | +1,005 | 2.95% | Q1 2026 | Apr 21, 2026 |
| Capital Analysts, LLC | History | Added to | 35,064 | 1,382 | 0.04% | 0.04% | 287 | +932 | 2.73% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 34,954 | 1,378 | 0.11% | 0.11% | 288 | +94 | 0.27% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Added to | 34,319 | 1,353 | 0.01% | 0.01% | 289 | +3,043 | 9.73% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 34,223 | 1,349 | 0.06% | 0.06% | 290 | +1,188 | 3.6% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 31,919 | 1,346 | 0.76% | — | 291 | +31,919 | New | Q1 2026 | May 19, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 33,631 | 1,326 | 0.06% | 0.06% | 292 | -829 | -2.41% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 33,565 | 1,323 | 0.05% | 0.05% | 293 | -2,439 | -6.77% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 33,295 | 1,312 | 0.05% | 0.04% | 294 | +1,180 | 3.67% | Q1 2026 | Apr 28, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 32,667 | 1,288 | 1.04% | 1.11% | 295 | -1,048 | -3.11% | Q1 2026 | May 15, 2026 |
| Altus Wealth Group LLC | History | Reduced | 32,489 | 1,281 | 0.52% | 0.56% | 296 | -3,803 | -10.48% | Q1 2026 | Apr 27, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 32,362 | 1,276 | 0.11% | 0.11% | 297 | +1,069 | 3.42% | Q1 2026 | Apr 30, 2026 |
| OneAscent Financial Services LLC | History | Added to | 32,321 | 1,274 | 0.07% | 0.09% | 298 | +7,612 | 30.81% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 32,252 | 1,271 | 0.0% | 0.0% | 299 | -54,043 | -62.63% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 31,981 | 1,261 | 0.11% | 0.13% | 300 | +1,916 | 6.37% | Q1 2026 | May 12, 2026 |
| Claris Financial LLC | History | Reduced | 30,546 | 1,204 | 0.66% | 0.62% | 301 | -29 | -0.09% | Q1 2026 | May 18, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 30,426 | 1,199 | 1.08% | 0.83% | 302 | +8,420 | 38.26% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 30,168 | 1,189 | 0.03% | 0.03% | 303 | +2,282 | 8.18% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 29,716 | 1,177 | 0.06% | 0.05% | 304 | +1,067 | 3.72% | Q1 2026 | May 12, 2026 |
| Vantus Wealth LLC | History | No change | 30,365 | 1,163 | 0.86% | 0.86% | 305 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| tru Independence LLC | History | Reduced | 29,137 | 1,148 | 0.57% | 0.29% | 306 | -746 | -2.5% | Q1 2026 | Apr 22, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 29,097 | 1,147 | 0.07% | 0.06% | 307 | +473 | 1.65% | Q1 2026 | May 12, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 28,737 | 1,133 | 0.73% | 0.72% | 308 | +581 | 2.06% | Q1 2026 | Apr 10, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 28,474 | 1,122 | 0.03% | 0.03% | 309 | +1,536 | 5.7% | Q1 2026 | May 14, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 28,066 | 1,106 | 0.27% | 0.24% | 310 | +4,062 | 16.92% | Q1 2026 | Apr 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 27,764 | 1,094 | 0.01% | 0.01% | 311 | -4,494 | -13.93% | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 27,611 | 1,088 | 0.36% | 0.3% | 312 | +3,793 | 15.92% | Q1 2026 | Apr 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 27,314 | 1,076 | 0.03% | 0.04% | 313 | +884 | 3.34% | Q1 2026 | May 07, 2026 |
| Ellsworth Advisors, LLC | History | Reduced | 27,230 | 1,073 | 0.2% | 0.23% | 314 | -1,076 | -3.8% | Q1 2026 | Apr 16, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 26,795 | 1,056 | 0.43% | 0.37% | 315 | +2,438 | 10.01% | Q1 2026 | Apr 22, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 26,508 | 1,045 | 1.08% | 1.06% | 316 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 26,462 | 1,043 | 0.0% | 0.0% | 317 | -2,517 | -8.69% | Q1 2026 | May 15, 2026 |
| Horizon Advisory Services, Inc. | History | Added to | 26,316 | 1,037 | 0.53% | 0.49% | 318 | +824 | 3.23% | Q1 2026 | Apr 22, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 25,715 | 1,013 | 0.22% | 0.2% | 319 | +2,546 | 10.99% | Q1 2026 | Apr 23, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 25,593 | 1,009 | 0.08% | 0.11% | 320 | -11,831 | -31.61% | Q1 2026 | May 04, 2026 |
| Root Financial Partners, LLC | History | Reduced | 25,608 | 1,009 | 0.05% | 0.06% | 321 | -2,568 | -9.11% | Q1 2026 | Apr 24, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 25,537 | 1,006 | 0.11% | 0.11% | 322 | -301 | -1.16% | Q1 2026 | Apr 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 25,404 | 1,001 | 0.0% | 0.0% | 323 | -83,829 | -76.74% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 24,809 | 978 | 0.0% | 0.0% | 324 | +8,260 | 49.91% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 24,382 | 961 | 0.07% | 0.07% | 325 | +84 | 0.35% | Q1 2026 | May 05, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 24,129 | 951 | 0.34% | 0.32% | 326 | +25 | 0.1% | Q1 2026 | May 05, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 23,805 | 950 | 0.35% | 0.3% | 327 | +4,170 | 21.24% | Q1 2026 | May 01, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 24,115 | 950 | 0.21% | 0.21% | 328 | +944 | 4.07% | Q1 2026 | May 21, 2026 |
| HighPoint Advisor Group LLC | History | New | 24,070 | 949 | 0.04% | — | 329 | +24,070 | New | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 23,802 | 938 | 0.15% | 0.11% | 330 | +2,808 | 13.38% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 23,525 | 927 | 0.02% | 0.02% | 331 | +650 | 2.84% | Q1 2026 | Apr 29, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 23,326 | 919 | 0.55% | 0.53% | 332 | +589 | 2.59% | Q1 2026 | Apr 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 23,299 | 918 | 0.0% | 0.0% | 333 | +686 | 3.03% | Q1 2026 | May 13, 2026 |
| Strategic Financial Concepts, LLC | History | New | 22,603 | 891 | 0.22% | — | 334 | +22,603 | New | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 22,518 | 887 | 0.03% | 0.03% | 335 | +1,123 | 5.25% | Q1 2026 | Apr 09, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 22,222 | 876 | 0.38% | 0.31% | 336 | +5,680 | 34.34% | Q1 2026 | Apr 24, 2026 |
| Parallel Advisors, LLC | History | Added to | 21,792 | 859 | 0.02% | 0.01% | 337 | +4,740 | 27.8% | Q1 2026 | May 07, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 21,412 | 844 | 0.69% | 0.65% | 338 | +16 | 0.07% | Q1 2026 | May 13, 2026 |
| Keystone Financial Group | History | Added to | 21,332 | 843 | 0.06% | 0.06% | 339 | +830 | 4.05% | Q1 2026 | May 13, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 21,159 | 834 | 0.15% | 0.32% | 340 | -60,982 | -74.24% | Q1 2026 | Apr 21, 2026 |
| Stiles Financial Services Inc | History | Added to | 20,982 | 827 | 0.25% | 0.24% | 341 | +443 | 2.16% | Q1 2026 | Apr 30, 2026 |
| Convergence Financial, LLC | History | Added to | 20,918 | 824 | 0.09% | 0.11% | 342 | +813 | 4.04% | Q1 2026 | May 11, 2026 |
| Cottage Street Advisors LLC | History | Added to | 20,770 | 818 | 0.35% | 0.33% | 343 | +190 | 0.92% | Q1 2026 | Apr 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 20,725 | 817 | 0.04% | 0.04% | 344 | +250 | 1.22% | Q1 2026 | May 07, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 20,576 | 811 | 0.55% | 0.53% | 345 | +315 | 1.55% | Q1 2026 | Apr 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 20,336 | 801 | 0.09% | — | 346 | +20,336 | New | Q1 2026 | May 15, 2026 |
| Keystone Financial Services, LLC | History | Added to | 20,156 | 794 | 0.53% | 0.52% | 347 | +341 | 1.72% | Q1 2026 | Apr 21, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 19,868 | 789 | 0.01% | 0.02% | 348 | -3,268 | -14.13% | Q1 2026 | May 14, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 20,009 | 788 | 0.2% | 0.18% | 349 | -470 | -2.3% | Q1 2026 | Apr 30, 2026 |
| Strategic Blueprint, LLC | History | Added to | 19,833 | 782 | 0.05% | 0.04% | 350 | +1,787 | 9.9% | Q1 2026 | Apr 29, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 19,638 | 774 | 0.15% | 0.14% | 351 | +305 | 1.58% | Q1 2026 | Apr 23, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 19,307 | 761 | 0.28% | 0.22% | 352 | +3,426 | 21.57% | Q1 2026 | May 13, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 19,128 | 754 | 0.61% | 0.55% | 353 | +1,621 | 9.26% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 19,476 | 746 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 18,870 | 744 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 18,823 | 742 | 0.15% | 0.14% | 356 | +1,763 | 10.33% | Q1 2026 | May 15, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 18,769 | 740 | 0.37% | 0.34% | 357 | +2,608 | 16.14% | Q1 2026 | May 14, 2026 |
| Independent Wealth Network Inc. | History | Added to | 18,298 | 721 | 0.21% | 0.21% | 358 | +301 | 1.67% | Q1 2026 | Apr 20, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 18,151 | 715 | 0.3% | 0.2% | 359 | +6,346 | 53.76% | Q1 2026 | May 06, 2026 |
| Clear Point Advisors Inc. | History | Added to | 18,119 | 714 | 0.55% | 0.53% | 360 | +398 | 2.25% | Q1 2026 | Apr 28, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 18,024 | 710 | 0.29% | 0.27% | 361 | -1,951 | -9.77% | Q1 2026 | Apr 14, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 17,391 | 685 | 0.23% | 0.16% | 362 | +2,720 | 18.54% | Q1 2026 | Apr 29, 2026 |
| Sovran Advisors, LLC | History | Reduced | 16,048 | 679 | 0.05% | 0.06% | 363 | -388 | -2.36% | Q1 2026 | May 01, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Reduced | 17,087 | 673 | 0.51% | 0.73% | 364 | -9,300 | -35.24% | Q1 2026 | May 08, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 16,587 | 654 | 0.07% | 0.07% | 365 | +6 | 0.04% | Q1 2026 | May 11, 2026 |
| Rathbones Group PLC | History | Added to | 16,530 | 651 | 0.0% | 0.0% | 366 | +1,069 | 6.91% | Q1 2026 | May 12, 2026 |
| Platform Technology Partners | History | Added to | 16,482 | 649 | 0.13% | 0.13% | 367 | +789 | 5.03% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Added to | 16,428 | 647 | 0.01% | 0.01% | 368 | +1,414 | 9.42% | Q1 2026 | Apr 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 16,341 | 644 | 0.0% | 0.0% | 369 | +972 | 6.32% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Reduced | 15,567 | 643 | 0.02% | 0.02% | 370 | -777 | -4.75% | Q1 2026 | Apr 17, 2026 |
| TCFG Investment Advisors, LLC | History | New | 16,297 | 642 | 0.24% | — | 372 | +16,297 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 16,297 | 642 | 0.24% | 0.24% | 371 | -1 | -0.01% | Q1 2026 | Apr 23, 2026 |
| Directional Asset Management | History | Added to | 15,931 | 628 | 0.57% | 0.53% | 373 | +40 | 0.25% | Q1 2026 | Apr 27, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 15,790 | 622 | 0.01% | 0.01% | 374 | +195 | 1.25% | Q1 2026 | Apr 10, 2026 |
| Goodman Financial Corp | History | New | 15,761 | 621 | 0.11% | — | 375 | +15,761 | New | Q1 2026 | May 06, 2026 |
| Retirement Planning Group, LLC | History | Added to | 15,534 | 612 | 0.02% | 0.02% | 376 | +1,864 | 13.64% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | Added to | 15,413 | 607 | 0.01% | 0.01% | 377 | +130 | 0.85% | Q1 2026 | Apr 27, 2026 |
| Johnson Financial Group, LLC | History | New | 15,376 | 606 | 0.04% | — | 378 | +15,376 | New | Q1 2026 | May 14, 2026 |
| Cedrus Wealth Group LLC | History | New | 15,050 | 593 | 0.66% | — | 379 | +15,050 | New | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 15,002 | 591 | 0.04% | 0.05% | 380 | -1,533 | -9.27% | Q1 2026 | Apr 14, 2026 |
| Americana Partners, LLC | History | New | 14,865 | 586 | 0.02% | — | 381 | +14,865 | New | Q1 2026 | May 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 14,014 | 582 | 0.03% | 0.05% | 382 | -10,227 | -42.19% | Q1 2026 | Apr 17, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 14,750 | 581 | 0.39% | 0.3% | 383 | +3,773 | 34.37% | Q1 2026 | May 05, 2026 |
| Davis Investment Partners, LLC | History | Added to | 14,582 | 574 | 0.2% | 0.2% | 384 | +2 | 0.01% | Q1 2026 | Apr 20, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 14,382 | 567 | 0.39% | 0.3% | 385 | +2,442 | 20.45% | Q1 2026 | Apr 07, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 14,272 | 562 | 0.45% | 0.41% | 386 | +730 | 5.39% | Q1 2026 | Apr 21, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 14,228 | 561 | 0.15% | 0.15% | 387 | -198 | -1.37% | Q1 2026 | May 06, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 14,189 | 559 | 0.09% | 0.11% | 388 | -772 | -5.16% | Q1 2026 | Apr 17, 2026 |
| Balefire, LLC | History | Added to | 14,174 | 558 | 0.11% | 0.07% | 389 | +4,516 | 46.76% | Q1 2026 | May 07, 2026 |
| Premier Private Wealth Management LLC | History | Reduced | 14,173 | 558 | 0.59% | 0.7% | 390 | -2,471 | -14.85% | Q1 2026 | May 07, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 13,923 | 548 | 0.19% | 0.15% | 391 | +1,977 | 16.55% | Q1 2026 | May 04, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 13,710 | 544 | 0.0% | 0.0% | 392 | -1,375 | -9.12% | Q1 2026 | May 12, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 13,671 | 539 | 0.34% | 0.5% | 393 | -5,365 | -28.18% | Q1 2026 | Apr 23, 2026 |
| Insight Inv LLC | History | Reduced | 13,645 | 538 | 0.29% | 0.3% | 394 | -125 | -0.91% | Q1 2026 | Apr 27, 2026 |
| Financial Partners Group, Inc | History | Added to | 13,303 | 524 | 0.06% | 0.06% | 395 | +317 | 2.44% | Q1 2026 | Apr 10, 2026 |
| Objective Capital Management, LLC | History | Reduced | 13,249 | 522 | 0.53% | 0.61% | 396 | -2,507 | -15.91% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 13,219 | 521 | 0.01% | 0.01% | 397 | +1,127 | 9.32% | Q1 2026 | May 15, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Added to | 12,440 | 515 | 0.42% | 0.4% | 398 | +267 | 2.19% | Q1 2026 | Apr 30, 2026 |
| Symphony Financial Services, Inc. | History | New | 12,975 | 511 | 0.26% | — | 399 | +12,975 | New | Q1 2026 | May 07, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 12,640 | 498 | 0.1% | 0.12% | 401 | -1,835 | -12.68% | Q1 2026 | Apr 09, 2026 |
| Allworth Financial LP | History | Reduced | 12,637 | 498 | 0.0% | 0.0% | 400 | -245 | -1.9% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 12,566 | 495 | 0.02% | 0.01% | 402 | +1,454 | 13.08% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Added to | 12,509 | 493 | 0.04% | 0.03% | 403 | +3,450 | 38.08% | Q1 2026 | May 06, 2026 |
| Advance Capital Management, Inc. | History | Added to | 12,048 | 475 | 0.02% | 0.01% | 404 | +3,133 | 35.14% | Q1 2026 | Apr 29, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 12,004 | 473 | 0.33% | 0.26% | 405 | +1,427 | 13.49% | Q1 2026 | May 14, 2026 |
| IFS Group,LLC | History | New | 11,871 | 468 | 0.42% | — | 406 | +11,871 | New | Q1 2026 | May 18, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,765 | 463 | 0.01% | 0.01% | 407 | +942 | 8.7% | Q1 2026 | May 11, 2026 |
| Old Port Advisors | History | No change | 11,696 | 461 | 0.11% | 0.11% | 408 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 11,650 | 459 | 0.0% | 0.0% | 409 | +1,817 | 18.48% | Q1 2026 | May 13, 2026 |
| Allie Family Office LLC | History | No change | 11,545 | 455 | 0.2% | 0.21% | 410 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 11,329 | 446 | 0.05% | 0.05% | 411 | +860 | 8.21% | Q1 2026 | Apr 27, 2026 |
| McKinney Capital Management, LLC | History | New | 11,163 | 440 | 0.38% | — | 412 | +11,163 | New | Q1 2026 | May 14, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 11,069 | 436 | 0.17% | 0.17% | 413 | +285 | 2.64% | Q1 2026 | Apr 21, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 10,880 | 429 | 0.3% | 0.3% | 414 | -33 | -0.3% | Q1 2026 | Apr 17, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 10,710 | 422 | 0.05% | 0.05% | 415 | +226 | 2.16% | Q1 2026 | Apr 23, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 10,614 | 418 | 0.1% | 0.1% | 416 | -350 | -3.19% | Q1 2026 | Apr 17, 2026 |
| CPC Advisors, LLC | History | Reduced | 10,490 | 413 | 0.07% | 0.04% | 417 | -22 | -0.21% | Q1 2026 | Apr 16, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 10,363 | 408 | 0.05% | 0.05% | 418 | -136 | -1.3% | Q1 2026 | May 05, 2026 |
| Fisher Asset Management, LLC | History | New | 10,236 | 403 | 0.0% | — | 419 | +10,236 | New | Q1 2026 | May 05, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 10,183 | 401 | 0.12% | 0.08% | 422 | +3,205 | 45.93% | Q1 2026 | Apr 22, 2026 |
| BROWN ADVISORY INC | History | Reduced | 10,185 | 401 | 0.0% | 0.0% | 420 | -2,664 | -20.73% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 10,195 | 401 | 0.0% | 0.0% | 421 | +986 | 10.71% | Q1 2026 | May 14, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 10,112 | 398 | 0.11% | 0.1% | 423 | +513 | 5.34% | Q1 2026 | Apr 27, 2026 |
| JT Stratford LLC | History | No change | 10,053 | 396 | 0.05% | 0.05% | 424 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Presidio Capital Management, LLC | History | Reduced | 9,892 | 390 | 0.11% | 0.13% | 425 | -1,050 | -9.6% | Q1 2026 | Apr 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 9,551 | 377 | 0.0% | 0.0% | 426 | -733 | -7.13% | Q1 2026 | Apr 07, 2026 |
| Creative Planning | History | Added to | 9,445 | 372 | 0.0% | 0.0% | 427 | +1,084 | 12.96% | Q1 2026 | May 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 9,400 | 370 | 0.05% | 0.06% | 428 | +42 | 0.45% | Q1 2026 | May 08, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 9,285 | 366 | 0.22% | 0.24% | 429 | -465 | -4.77% | Q1 2026 | May 05, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 9,275 | 365 | 0.01% | 0.01% | 430 | -594 | -6.02% | Q1 2026 | Apr 17, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 9,200 | 362 | 0.03% | 0.03% | 431 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 8,443 | 357 | 0.06% | 0.06% | 432 | +21 | 0.25% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 8,961 | 353 | 0.0% | 0.0% | 433 | +986 | 12.36% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 8,930 | 352 | 0.02% | 0.02% | 434 | -744 | -7.69% | Q1 2026 | Apr 09, 2026 |
| BESSEMER GROUP INC | History | Added to | 8,871 | 350 | 0.0% | 0.0% | 435 | +564 | 6.79% | Q1 2026 | May 06, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 8,725 | 344 | 0.02% | 0.02% | 436 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Second Half Financial Partners, LLC | History | Reduced | 8,666 | 341 | 0.15% | 0.15% | 437 | -93 | -1.06% | Q1 2026 | May 11, 2026 |
| Team Financial Group, LLC | History | Reduced | 8,324 | 328 | 0.15% | 0.15% | 438 | -411 | -4.71% | Q1 2026 | May 01, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 8,279 | 326 | 0.15% | 0.5% | 439 | -28,754 | -77.64% | Q1 2026 | May 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 8,250 | 325 | 0.02% | 0.02% | 440 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| 626 Financial, LLC | History | No change | 8,178 | 322 | 0.14% | 0.13% | 441 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| First City Capital Management, Inc. | History | Added to | 8,100 | 319 | 0.17% | 0.15% | 442 | +525 | 6.93% | Q1 2026 | Apr 17, 2026 |
| Headland Capital, LLC | History | Reduced | 7,963 | 313 | 0.09% | 0.1% | 443 | -1,763 | -18.13% | Q1 2026 | May 04, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 7,719 | 304 | 0.09% | 0.09% | 444 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| American Financial Advisors, LLC | History | Added to | 7,682 | 302 | 0.04% | 0.04% | 445 | +9 | 0.12% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 7,576 | 298 | 0.02% | 0.01% | 446 | +4,004 | 112.09% | Q1 2026 | May 15, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 7,505 | 295 | 0.05% | 0.05% | 447 | +199 | 2.72% | Q1 2026 | Apr 29, 2026 |
| Waterfront Wealth Inc. | History | No change | 7,340 | 289 | 0.05% | 0.06% | 448 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Next Level Private LLC | History | Reduced | 7,120 | 280 | 0.06% | 0.07% | 449 | -98 | -1.36% | Q1 2026 | Apr 23, 2026 |
| 1776 Wealth LLC | History | Reduced | 7,099 | 279 | 0.11% | 0.1% | 450 | -6 | -0.08% | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 6,989 | 275 | 0.0% | — | 452 | +6,989 | New | Q1 2026 | May 14, 2026 |
| Michels Family Financial, LLC | History | Added to | 6,995 | 275 | 0.2% | 0.2% | 451 | +16 | 0.23% | Q1 2026 | Apr 24, 2026 |
| Sowell Financial Services LLC | History | Added to | 6,880 | 271 | 0.01% | 0.01% | 453 | +1,122 | 19.49% | Q1 2026 | Apr 20, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 6,753 | 266 | 0.02% | 0.02% | 454 | +1 | 0.01% | Q1 2026 | Apr 15, 2026 |
| Bulltick Wealth Management, LLC | History | No change | 6,752 | 266 | 0.06% | 0.05% | 455 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Balboa Wealth Partners | History | Reduced | 6,675 | 263 | 0.04% | 0.05% | 456 | -1,033 | -13.4% | Q1 2026 | Apr 16, 2026 |
| Trexquant Investment LP | History | Added to | 6,643 | 261 | 0.0% | 0.0% | 457 | +188 | 2.91% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 6,590 | 259 | 0.0% | 0.0% | 458 | +325 | 5.19% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 6,562 | 258 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 6,505 | 249 | 0.05% | 0.05% | 460 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| CacheTech Inc. | History | No change | 6,310 | 248 | 0.05% | 0.04% | 461 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Carter Financial, LLC | History | New | 6,282 | 247 | 0.21% | — | 462 | +6,282 | New | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 6,411 | 246 | 0.02% | — | 464 | +6,411 | New | Q1 2026 | Apr 24, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 6,259 | 246 | 0.0% | 0.0% | 463 | +327 | 5.51% | Q1 2026 | May 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 6,184 | 243 | 0.01% | 0.01% | 465 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ASSETMARK, INC | History | Added to | 6,038 | 238 | 0.0% | 0.0% | 466 | +446 | 7.98% | Q1 2026 | May 06, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 5,953 | 237 | 0.07% | 0.07% | 467 | -97 | -1.6% | Q1 2026 | Apr 08, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 6,052 | 231 | 0.08% | 0.08% | 468 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Quantinno Capital Management LP | History | New | 5,734 | 226 | 0.0% | — | 469 | +5,734 | New | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,723 | 225 | 0.0% | 0.0% | 470 | +399 | 7.49% | Q1 2026 | Apr 15, 2026 |
| COFG Advisors, LLC | History | New | 5,563 | 219 | 0.05% | — | 471 | +5,563 | New | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 5,483 | 216 | 0.0% | 0.0% | 472 | +3,021 | 122.71% | Q1 2026 | May 12, 2026 |
| Grove Bank & Trust | History | No change | 5,500 | 216 | 0.02% | 0.02% | 473 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 5,372 | 211 | 0.01% | 0.01% | 474 | -265 | -4.7% | Q1 2026 | Apr 29, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 5,348 | 210 | 0.11% | 0.12% | 475 | -298 | -5.28% | Q1 2026 | Apr 10, 2026 |
| Darden Wealth Group Inc | History | New | 5,270 | 207 | 0.11% | — | 476 | +5,270 | New | Q1 2026 | May 08, 2026 |
| Hippocratic Financial Advisors, LLC | History | New | 5,192 | 204 | 0.09% | — | 477 | +5,192 | New | Q1 2026 | Apr 21, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 5,158 | 203 | 0.06% | — | 479 | +5,158 | New | Q1 2026 | May 13, 2026 |
| Sunflower Bank, N.A. | History | New | 5,158 | 203 | 0.05% | — | 480 | +5,158 | New | Q1 2026 | Apr 10, 2026 |
| Brookwood Investment Group LLC | History | New | 5,157 | 203 | 0.03% | — | 481 | +5,157 | New | Q1 2026 | May 04, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 5,158 | 203 | 0.06% | 0.1% | 478 | -3,306 | -39.06% | Q1 2026 | May 13, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | New | 5,082 | 200 | 0.14% | — | 483 | +5,082 | New | Q1 2026 | Apr 21, 2026 |
| Whipplewood Advisors, LLC | History | No change | 5,091 | 200 | 0.1% | 0.13% | 482 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,951 | 195 | 0.0% | 0.0% | 484 | +107 | 2.21% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,122 | 162 | 0.0% | 0.0% | 485 | -566 | -12.07% | Q1 2026 | May 08, 2026 |
| Caldwell Trust Co | History | No change | 3,900 | 153 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 3,629 | 143 | 0.04% | 0.04% | 487 | +9 | 0.25% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | Added to | 3,448 | 135 | 0.02% | 0.02% | 488 | +554 | 19.14% | Q1 2026 | May 05, 2026 |
| Fairway Wealth LLC | History | New | 3,334 | 131 | 0.03% | — | 489 | +3,334 | New | Q1 2026 | Apr 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,137 | 124 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Archer Investment Corp | History | Added to | 3,001 | 118 | 0.03% | 0.03% | 492 | +14 | 0.47% | Q1 2026 | May 04, 2026 |
| IMA Advisory Services, Inc. | History | No change | 3,015 | 118 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 2,832 | 111 | 0.11% | 0.11% | 493 | +130 | 4.81% | Q1 2026 | May 14, 2026 |
| Bank of Jackson Hole Trust | History | No change | 2,560 | 100 | 0.05% | 0.05% | 494 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 2,274 | 89 | 0.05% | 0.04% | 495 | +226 | 11.04% | Q1 2026 | Apr 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 2,018 | 79 | 0.05% | 0.05% | 496 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Dunhill Financial, LLC | History | New | 1,870 | 73 | 0.02% | — | 497 | +1,870 | New | Q1 2026 | May 06, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 1,864 | 71 | 0.06% | 0.06% | 498 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Added to | 1,683 | 66 | 0.0% | 0.0% | 499 | +1,183 | 236.6% | Q1 2026 | May 13, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 1,550 | 61 | 0.03% | 2.12% | 501 | -105,408 | -98.55% | Q1 2026 | May 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,562 | 61 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,528 | 60 | 0.04% | 0.05% | 502 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TD Capital Management LLC | History | Added to | 1,412 | 55 | 0.0% | 0.0% | 503 | +2 | 0.14% | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,309 | 51 | 0.0% | — | 504 | +1,309 | New | Q1 2026 | May 14, 2026 |
| Torren Management, LLC | History | New | 1,265 | 49 | 0.02% | — | 507 | +1,265 | New | Q1 2026 | Apr 30, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,267 | 49 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,252 | 49 | 0.02% | 0.02% | 506 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,226 | 48 | 0.02% | 0.02% | 509 | +27 | 2.25% | Q1 2026 | Apr 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,276 | 48 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,200 | 47 | 0.0% | 0.0% | 510 | -510 | -29.82% | Q1 2026 | May 15, 2026 |
| Accordant Advisory Group Inc | History | No change | 1,200 | 47 | 0.03% | 0.03% | 511 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,125 | 44 | 0.0% | 0.0% | 512 | +775 | 221.43% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,005 | 39 | 0.0% | 0.0% | 513 | -146 | -12.68% | Q1 2026 | May 08, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 995 | 39 | 0.01% | 0.01% | 514 | -56 | -5.33% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | No change | 924 | 36 | 0.01% | 0.01% | 515 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 820 | 32 | 0.02% | 0.01% | 517 | +432 | 111.34% | Q1 2026 | May 15, 2026 |
| High Note Wealth, LLC | History | No change | 830 | 32 | 0.01% | 0.01% | 516 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 788 | 31 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Anchor Investment Management, LLC | History | New | 770 | 30 | 0.0% | — | 519 | +770 | New | Q1 2026 | May 01, 2026 |
| Smartleaf Asset Management LLC | History | No change | 734 | 28 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 700 | 26 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 635 | 25 | 0.0% | 0.0% | 522 | -885 | -58.22% | Q1 2026 | Apr 23, 2026 |
| Hoese & Co LLP | History | Reduced | 597 | 23 | 0.02% | 0.03% | 523 | -647 | -52.01% | Q1 2026 | Apr 22, 2026 |
| Financial Perspectives, Inc | History | No change | 600 | 23 | 0.01% | 0.01% | 524 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 576 | 22 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Security National Bank | History | New | 541 | 21 | 0.0% | — | 526 | +541 | New | Q1 2026 | Apr 16, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 500 | 19 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rosenberg Matthew Hamilton | History | New | 474 | 18 | 0.0% | — | 529 | +474 | New | Q1 2026 | Apr 06, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 460 | 18 | 0.0% | — | 530 | +460 | New | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 444 | 18 | 0.0% | 0.0% | 528 | +306 | 221.74% | Q1 2026 | May 06, 2026 |
| Kozak & Associates, Inc. | History | Added to | 430 | 17 | 0.0% | 0.0% | 531 | +1 | 0.23% | Q1 2026 | Apr 14, 2026 |
| Main Street Group, LTD | History | New | 405 | 15 | 0.0% | — | 532 | +405 | New | Q1 2026 | May 06, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 380 | 14 | 0.0% | 0.0% | 533 | +1 | 0.26% | Q1 2026 | May 12, 2026 |
| GoalVest Advisory LLC | History | New | 348 | 13 | 0.0% | — | 534 | +348 | New | Q1 2026 | Apr 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 300 | 12 | 0.0% | 0.0% | 535 | -349 | -53.78% | Q1 2026 | May 01, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 329 | 12 | 0.0% | — | 537 | +329 | New | Q1 2026 | Apr 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 327 | 12 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| True Wealth Design, LLC | History | New | 300 | 11 | 0.0% | — | 541 | +300 | New | Q1 2026 | Apr 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 289 | 11 | 0.0% | — | 540 | +289 | New | Q1 2026 | May 08, 2026 |
| Raleigh Capital Management Inc. | History | No change | 291 | 11 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ORG Partners LLC | History | No change | 300 | 11 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FIRST HORIZON CORP | History | Reduced | 260 | 10 | 0.0% | 0.01% | 542 | -5,897 | -95.78% | Q1 2026 | Apr 30, 2026 |
| Scarborough Advisors, LLC | History | New | 276 | 10 | 0.0% | — | 545 | +276 | New | Q1 2026 | May 07, 2026 |
| Rossby Financial, LCC | History | Reduced | 270 | 10 | 0.0% | 0.0% | 544 | -14 | -4.93% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 274 | 10 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Signature Resources Capital Management, LLC | History | New | 234 | 9 | 0.0% | — | 546 | +234 | New | Q1 2026 | May 01, 2026 |
| Key Capital Management, INC | History | New | 222 | 8 | 0.01% | — | 551 | +222 | New | Q1 2026 | May 07, 2026 |
| Gen-Wealth Partners Inc | History | New | 208 | 8 | 0.0% | — | 550 | +208 | New | Q1 2026 | May 08, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 220 | 8 | 0.0% | 0.0% | 548 | -200 | -47.62% | Q1 2026 | Apr 23, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 207 | 8 | 0.01% | 0.01% | 547 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MTM Investment Management, LLC | History | No change | 226 | 8 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Synergy Investment Management, LLC | History | New | 200 | 7 | 0.0% | — | 554 | +200 | New | Q1 2026 | May 14, 2026 |
| Park Place Capital Corp | History | New | 190 | 7 | 0.0% | — | 553 | +190 | New | Q1 2026 | Apr 09, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 181 | 7 | 0.05% | 0.05% | 552 | -76 | -29.57% | Q1 2026 | May 13, 2026 |
| Sawyer & Company, Inc | History | No change | 162 | 6 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Basepoint Wealth LLC | History | New | 137 | 5 | 0.0% | — | 556 | +137 | New | Q1 2026 | May 07, 2026 |
| First Command Advisory Services, Inc. | History | New | 115 | 4 | 0.0% | — | 559 | +115 | New | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO | History | Reduced | 100 | 4 | 0.0% | 0.0% | 557 | -100 | -50.0% | Q1 2026 | Apr 28, 2026 |
| Ankerstar Wealth, LLC | History | No change | 120 | 4 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CVA Family Office, LLC | History | New | 61 | 2 | 0.0% | — | 562 | +61 | New | Q1 2026 | Apr 29, 2026 |
| Bernard Wealth Management Corp. | History | No change | 74 | 2 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 31 | 1 | 0.0% | 0.01% | 563 | -976 | -96.92% | Q1 2026 | May 08, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 45 | 1 | 0.0% | — | 567 | +45 | New | Q1 2026 | Apr 21, 2026 |
| Davis Capital Management | History | New | 26 | 1 | 0.0% | — | 566 | +26 | New | Q1 2026 | Apr 16, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 30 | 1 | 0.0% | 0.0% | 565 | -9 | -23.08% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | No change | 29 | 1 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82,148 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -71,348 | -100.0% | Q1 2026 | Apr 27, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 1.17% | — | -52,442 | -100.0% | Q1 2026 | May 05, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -50,243 | -100.0% | Q1 2026 | May 12, 2026 |
| Lifestyle Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.6% | — | -47,959 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -26,362 | -100.0% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -25,638 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,550 | -100.0% | Q1 2026 | May 01, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -15,283 | -100.0% | Q1 2026 | May 01, 2026 |
| Hidden Cove Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -10,459 | -100.0% | Q1 2026 | Apr 21, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -9,402 | -100.0% | Q1 2026 | Apr 20, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -8,038 | -100.0% | Q1 2026 | May 15, 2026 |
| Quantum Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,963 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,880 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Crusonia Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,323 | -100.0% | Q1 2026 | May 12, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -781 | -100.0% | Q1 2026 | May 01, 2026 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -650 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -642 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | Apr 27, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -209 | -100.0% | Q1 2026 | Apr 16, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q1 2026 | May 04, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1 | 0 | — | — | — | -10 | -90.91% | Q1 2026 | Apr 27, 2026 |
| Pacific Center for Financial Services | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 12, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 13, 2026 |
| New Millennium Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Coston, McIsaac & Partners | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tidemark, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |