SPDR SERIES TRUST - SHM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 21,326,865 | 1,020,063 | 0.07% | 0.07% | 1 | +795,560 | 3.87% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,154,984 | 246,562 | 0.03% | 0.03% | 2 | -178,382 | -3.34% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,548,706 | 169,734 | 0.03% | 0.04% | 3 | -544,623 | -13.31% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,061,552 | 146,434 | 0.09% | 0.09% | 4 | +111,164 | 3.77% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 2,304,145 | 110,207 | 0.01% | 0.01% | 5 | +168,822 | 7.91% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Added to | 2,160,790 | 103,350 | 7.33% | 6.19% | 6 | +371,639 | 20.77% | Q1 2026 | Apr 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,894,713 | 90,624 | 0.02% | 0.01% | 7 | +894,895 | 89.51% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,732,033 | 82,843 | 0.05% | 0.04% | 8 | +148,431 | 9.37% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,545,743 | 73,932 | 0.11% | 0.13% | 9 | -167,740 | -9.79% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,419,516 | 67,929 | 0.42% | 0.53% | 10 | -398,330 | -21.91% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Added to | 1,112,845 | 53,227 | 1.62% | 1.51% | 11 | +54,790 | 5.18% | Q1 2026 | Apr 06, 2026 |
| LPL Financial LLC | History | Added to | 888,605 | 42,501 | 0.01% | 0.01% | 12 | +43,855 | 5.19% | Q1 2026 | May 06, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 744,272 | 35,598 | 0.52% | 1.24% | 13 | -971,811 | -56.63% | Q1 2026 | Apr 09, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 668,321 | 31,965 | 0.06% | 0.06% | 14 | +3,359 | 0.51% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 624,590 | 29,874 | 0.04% | 0.04% | 15 | +12,995 | 2.12% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 600,611 | 28,727 | 0.56% | 0.58% | 16 | -16,870 | -2.73% | Q1 2026 | Apr 14, 2026 |
| UBS Group AG | History | Added to | 489,719 | 23,423 | 0.0% | 0.0% | 17 | +203,672 | 71.2% | Q1 2026 | May 05, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 467,214 | 22,346 | 2.68% | 2.48% | 18 | +61,317 | 15.11% | Q1 2026 | Apr 24, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 461,973 | 22,104 | 0.7% | 0.7% | 19 | +44,812 | 10.74% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 382,635 | 18,301 | 0.02% | 0.02% | 20 | -118,755 | -23.69% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Reduced | 306,333 | 14,652 | 0.03% | 0.03% | 21 | -18,841 | -5.79% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 281,923 | 13,470 | 0.0% | 0.0% | 22 | -12,341 | -4.19% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 277,590 | 13,277 | 0.0% | 0.0% | 23 | +42,354 | 18.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 276,213 | 13,211 | 0.0% | 0.0% | 24 | +231,049 | 511.58% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 254,139 | 12,157 | 0.0% | 0.0% | 25 | +2,959 | 1.18% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 241,567 | 11,554 | 0.16% | 0.34% | 26 | -287,340 | -54.33% | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 236,772 | 11,324 | 0.01% | 0.01% | 27 | -8,994 | -3.66% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 216,392 | 10,350 | 0.21% | 0.24% | 28 | -21,734 | -9.13% | Q1 2026 | Apr 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 208,447 | 9,970 | 0.12% | 0.13% | 29 | -14,172 | -6.37% | Q1 2026 | May 08, 2026 |
| Cercano Management LLC | History | Reduced | 206,569 | 9,880 | 0.43% | 0.57% | 30 | -107,633 | -34.26% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 200,992 | 9,613 | 0.01% | 0.01% | 31 | +19,505 | 10.75% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Reduced | 191,828 | 9,175 | 0.04% | 0.04% | 32 | -5,908 | -2.99% | Q1 2026 | May 14, 2026 |
| Symmetry Partners, LLC | History | Added to | 187,965 | 8,990 | 0.51% | 0.5% | 33 | +11,527 | 6.53% | Q1 2026 | Apr 27, 2026 |
| BlackRock, Inc. | History | Added to | 179,278 | 8,574 | 0.0% | 0.0% | 34 | +20,620 | 13.0% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 178,906 | 8,557 | 0.06% | 0.01% | 35 | +151,617 | 555.6% | Q1 2026 | May 15, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 176,972 | 8,464 | 1.62% | 1.55% | 36 | +6,681 | 3.92% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | Reduced | 171,737 | 8,214 | 0.01% | 0.02% | 37 | -162,003 | -48.54% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 168,403 | 8,054 | 0.14% | 0.14% | 38 | +9,074 | 5.7% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 155,382 | 7,431 | 0.04% | 0.04% | 39 | +30,270 | 24.19% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 154,673 | 7,399 | 0.02% | 0.02% | 40 | -93,011 | -37.55% | Q1 2026 | Apr 08, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 148,171 | 7,087 | 0.46% | 0.47% | 41 | -8,002 | -5.12% | Q1 2026 | May 14, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 143,002 | 6,862 | 2.07% | 2.07% | 42 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 142,081 | 6,795 | 0.07% | 0.07% | 43 | +14,785 | 11.61% | Q1 2026 | May 12, 2026 |
| MY Wealth Management Inc. | History | Added to | 137,994 | 6,568 | 6.36% | 0.42% | 44 | +128,041 | 1286.46% | Q1 2026 | May 01, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 133,524 | 6,386 | 0.64% | 0.62% | 45 | +5,421 | 4.23% | Q1 2026 | May 15, 2026 |
| GenTrust, LLC | History | Reduced | 130,595 | 6,246 | 0.27% | 0.3% | 46 | -12,351 | -8.64% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 126,198 | 6,029 | 0.06% | 0.06% | 47 | +3,069 | 2.49% | Q1 2026 | Apr 07, 2026 |
| Foster Group, Inc. | History | Reduced | 121,164 | 5,795 | 0.17% | 0.18% | 48 | -234 | -0.19% | Q1 2026 | Apr 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 117,076 | 5,600 | 0.0% | 0.0% | 49 | +6,563 | 5.94% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 114,992 | 5,500 | 0.06% | 0.05% | 50 | +72,564 | 171.03% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Reduced | 109,612 | 5,242 | 0.01% | 0.01% | 51 | -1,740 | -1.56% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Added to | 109,314 | 5,228 | 0.24% | 0.23% | 52 | +3,265 | 3.08% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 109,140 | 5,220 | 0.01% | 0.01% | 53 | -3,544 | -3.15% | Q1 2026 | May 15, 2026 |
| Karpus Management, Inc. | History | Reduced | 107,350 | 5,134 | 0.16% | 0.59% | 54 | -291,356 | -73.08% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 104,977 | 5,021 | 0.06% | 0.08% | 55 | -41,789 | -28.47% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 104,717 | 5,008 | 0.04% | 0.04% | 56 | +436 | 0.42% | Q1 2026 | May 13, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 103,005 | 4,926 | 1.01% | 1.01% | 57 | -2,137 | -2.03% | Q1 2026 | May 05, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 102,017 | 4,879 | 1.14% | 1.18% | 58 | -4,159 | -3.92% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Reduced | 100,827 | 4,822 | 0.01% | 0.01% | 59 | -3,796 | -3.63% | Q1 2026 | May 14, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Reduced | 100,521 | 4,807 | 2.46% | 2.44% | 60 | -1,044 | -1.03% | Q1 2026 | Apr 22, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 95,875 | 4,585 | 0.67% | 0.67% | 61 | -2,300 | -2.34% | Q1 2026 | Apr 20, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 92,536 | 4,425 | 1.47% | 1.63% | 62 | -12,493 | -11.89% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 88,151 | 4,216 | 0.0% | 0.0% | 63 | +7,871 | 9.8% | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | Added to | 87,302 | 4,189 | 0.06% | 0.08% | 64 | +42 | 0.05% | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | Reduced | 87,406 | 4,180 | 0.01% | 0.02% | 65 | -100,535 | -53.49% | Q1 2026 | May 06, 2026 |
| Brio Consultants, LLC | History | Reduced | 85,152 | 4,066 | 0.5% | 0.53% | 66 | -333 | -0.39% | Q1 2026 | May 06, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 80,104 | 3,831 | 0.12% | 0.06% | 67 | +39,973 | 99.61% | Q1 2026 | May 15, 2026 |
| Phillip James Consulting Co. | History | New | 49,502 | 3,788 | 2.87% | — | 68 | +49,502 | New | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Reduced | 78,569 | 3,757 | 0.01% | 0.01% | 69 | -920 | -1.16% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 72,956 | 3,489 | 0.01% | 0.01% | 70 | -1,558 | -2.09% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | No change | 70,927 | 3,396 | 0.15% | 0.15% | 71 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 70,349 | 3,365 | 0.01% | 0.0% | 72 | +59,821 | 568.21% | Q1 2026 | Apr 22, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 70,077 | 3,351 | 1.82% | 1.85% | 73 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 69,944 | 3,345 | 0.38% | 0.26% | 74 | +21,104 | 43.21% | Q1 2026 | Apr 24, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 69,941 | 3,345 | 0.06% | 0.06% | 75 | -10,251 | -12.78% | Q1 2026 | May 05, 2026 |
| GAMMA Investing LLC | History | Added to | 67,789 | 3,242 | 0.15% | 0.16% | 76 | +73 | 0.11% | Q1 2026 | Apr 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 67,068 | 3,207 | 0.0% | 0.0% | 77 | +56,562 | 538.38% | Q1 2026 | May 15, 2026 |
| RW Investment Management LLC | History | New | 65,258 | 3,121 | 0.3% | — | 78 | +65,258 | New | Q1 2026 | Apr 28, 2026 |
| Ascent Group, LLC | History | Reduced | 63,714 | 3,047 | 0.11% | 0.12% | 79 | -8,688 | -12.0% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 61,753 | 2,953 | 0.0% | 0.0% | 80 | +32,420 | 110.52% | Q1 2026 | May 12, 2026 |
| Janney Capital Management LLC | History | No change | 61,169 | 2,936 | 0.18% | 0.18% | 81 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 61,292 | 2,931 | 0.05% | 0.04% | 82 | +3,275 | 5.64% | Q1 2026 | Apr 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 57,581 | 2,754 | 0.01% | 0.01% | 83 | +16,506 | 40.19% | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 57,370 | 2,753 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 56,318 | 2,693 | 0.0% | 0.0% | 85 | -12,583 | -18.26% | Q1 2026 | May 15, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 56,194 | 2,687 | 0.81% | 0.83% | 86 | +86 | 0.15% | Q1 2026 | Apr 29, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 55,583 | 2,658 | 0.1% | 0.1% | 87 | +1,900 | 3.54% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 55,357 | 2,647 | 0.0% | 0.02% | 88 | -311,145 | -84.9% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 53,471 | 2,557 | 0.0% | 0.0% | 89 | +53,171 | 17723.67% | Q1 2026 | May 01, 2026 |
| Detalus Advisors, LLC | History | Reduced | 52,721 | 2,521 | 0.58% | 0.76% | 90 | -12,388 | -19.03% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 51,763 | 2,475 | 0.02% | — | 91 | +51,763 | New | Q1 2026 | May 13, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 51,301 | 2,453 | 1.42% | 1.49% | 92 | +738 | 1.46% | Q1 2026 | May 12, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 51,062 | 2,442 | 1.29% | 1.13% | 93 | +6,989 | 15.86% | Q1 2026 | May 08, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 50,849 | 2,432 | 0.04% | 0.06% | 94 | -21,538 | -29.75% | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 50,058 | 2,394 | 0.03% | 0.02% | 95 | +22,564 | 82.07% | Q1 2026 | Apr 20, 2026 |
| Charles Schwab Trust Co | History | Reduced | 48,393 | 2,314 | 0.15% | 0.15% | 96 | -2 | -0.0% | Q1 2026 | Apr 10, 2026 |
| Leisure Capital Management | History | Reduced | 47,984 | 2,295 | 0.8% | 0.89% | 97 | -7,918 | -14.16% | Q1 2026 | May 08, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 47,830 | 2,287 | 0.95% | 1.06% | 98 | -5,895 | -10.97% | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | Added to | 47,429 | 2,268 | 0.0% | 0.0% | 99 | +996 | 2.15% | Q1 2026 | May 13, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 47,358 | 2,265 | 0.1% | 0.08% | 100 | +6,019 | 14.56% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 47,213 | 2,265 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 47,206 | 2,257 | 0.07% | 0.07% | 102 | +119 | 0.25% | Q1 2026 | Apr 08, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 47,116 | 2,253 | 0.17% | 0.18% | 103 | -2,055 | -4.18% | Q1 2026 | May 13, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 46,930 | 2,244 | 0.24% | 0.28% | 104 | -6,670 | -12.44% | Q1 2026 | Apr 28, 2026 |
| Clifford Group, LLC | History | Added to | 46,590 | 2,228 | 1.72% | 1.7% | 105 | +784 | 1.71% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 46,504 | 2,224 | 0.0% | 0.0% | 106 | +31,471 | 209.35% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 46,307 | 2,214 | 0.13% | 0.13% | 107 | +1,023 | 2.26% | Q1 2026 | May 14, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 45,341 | 2,169 | 0.29% | 0.31% | 108 | -3,000 | -6.21% | Q1 2026 | Apr 27, 2026 |
| SYKON CAPITAL LLC | History | Added to | 45,141 | 2,159 | 0.72% | 0.5% | 109 | +12,437 | 38.03% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | Reduced | 42,962 | 2,054 | 0.0% | 0.0% | 110 | -4,634 | -9.74% | Q1 2026 | May 14, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 42,908 | 2,052 | 0.08% | 0.09% | 111 | -4,018 | -8.56% | Q1 2026 | Apr 13, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 42,498 | 2,032 | 0.06% | 0.07% | 112 | -550 | -1.28% | Q1 2026 | May 05, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 42,445 | 2,027 | 0.33% | 0.33% | 113 | +229 | 0.54% | Q1 2026 | Apr 20, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 41,922 | 2,005 | 0.08% | 0.09% | 114 | -4,000 | -8.71% | Q1 2026 | Apr 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 40,587 | 1,941 | 0.0% | 0.0% | 115 | +16,744 | 70.23% | Q1 2026 | May 14, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 40,317 | 1,928 | 0.8% | 0.86% | 116 | -2,474 | -5.78% | Q1 2026 | Apr 23, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 40,236 | 1,924 | 0.31% | 0.3% | 117 | -930 | -2.26% | Q1 2026 | May 04, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 39,766 | 1,901 | 0.53% | 0.58% | 118 | +1,257 | 3.26% | Q1 2026 | Apr 09, 2026 |
| Equitable Holdings, Inc. | History | Added to | 39,249 | 1,883 | 0.01% | 0.01% | 119 | +1,184 | 3.11% | Q1 2026 | May 15, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 39,261 | 1,877 | 0.16% | 0.16% | 120 | -716 | -1.79% | Q1 2026 | Apr 20, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 38,518 | 1,842 | 0.18% | 0.19% | 121 | -408 | -1.05% | Q1 2026 | Apr 15, 2026 |
| Traveka Wealth, LLC | History | Reduced | 36,975 | 1,768 | 0.67% | 0.75% | 122 | -1,381 | -3.6% | Q1 2026 | Apr 22, 2026 |
| Eagle Strategies LLC | History | Reduced | 36,889 | 1,764 | 0.21% | 0.23% | 123 | -603 | -1.61% | Q1 2026 | Apr 20, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 36,205 | 1,731 | 0.18% | 0.12% | 124 | +12,490 | 52.67% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 36,205 | 1,731 | 0.26% | 0.17% | 125 | +12,490 | 52.67% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 36,109 | 1,727 | 0.01% | 0.01% | 126 | -2,803 | -7.2% | Q1 2026 | May 05, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 35,434 | 1,696 | 0.03% | 0.06% | 127 | -30,870 | -46.56% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 35,383 | 1,692 | 0.01% | 0.01% | 128 | -902 | -2.49% | Q1 2026 | Apr 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 34,883 | 1,668 | 0.02% | 0.03% | 129 | -3,221 | -8.45% | Q1 2026 | May 11, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 34,816 | 1,665 | 0.12% | 0.01% | 130 | +29,566 | 563.16% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 34,762 | 1,662 | 0.04% | 0.04% | 131 | -6 | -0.02% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 34,736 | 1,661 | 0.01% | 0.01% | 132 | -891 | -2.5% | Q1 2026 | Apr 24, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 34,409 | 1,645 | 0.22% | 0.23% | 133 | -1,517 | -4.22% | Q1 2026 | Apr 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 33,907 | 1,621 | 0.02% | 0.02% | 134 | -365 | -1.07% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 33,344 | 1,595 | 0.0% | 0.0% | 135 | +4,610 | 16.04% | Q1 2026 | Apr 30, 2026 |
| Westside Investment Management, Inc. | History | Added to | 32,922 | 1,574 | 0.24% | 0.25% | 136 | +386 | 1.19% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 32,425 | 1,550 | 0.0% | 0.0% | 137 | +4,945 | 17.99% | Q1 2026 | May 04, 2026 |
| FC Advisory LLC | History | Added to | 32,395 | 1,549 | 0.45% | 0.44% | 138 | +118 | 0.37% | Q1 2026 | Apr 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 32,291 | 1,544 | 0.02% | — | 139 | +32,291 | New | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 31,778 | 1,525 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 31,542 | 1,508 | 0.29% | 0.31% | 141 | -75 | -0.24% | Q1 2026 | Apr 21, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 31,366 | 1,500 | 0.05% | — | 142 | +31,366 | New | Q1 2026 | May 15, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 31,119 | 1,488 | 0.35% | 0.36% | 143 | +299 | 0.97% | Q1 2026 | Apr 22, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 30,307 | 1,449 | 0.07% | 0.07% | 144 | -3,670 | -10.8% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | Reduced | 30,194 | 1,444 | 0.0% | 0.01% | 145 | -275,941 | -90.14% | Q1 2026 | May 11, 2026 |
| KWMG, LLC | History | Reduced | 30,209 | 1,444 | 0.12% | 0.13% | 146 | -1,296 | -4.11% | Q1 2026 | Apr 09, 2026 |
| Versant Capital Management, Inc | History | Reduced | 30,106 | 1,439 | 0.14% | 0.18% | 147 | -62 | -0.21% | Q1 2026 | Apr 06, 2026 |
| RiverGlades Family Offices LLC | History | New | 29,718 | 1,421 | 0.84% | — | 148 | +29,718 | New | Q1 2026 | May 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 29,693 | 1,420 | 0.37% | 0.32% | 149 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 29,442 | 1,412 | 0.09% | 0.09% | 150 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 29,360 | 1,404 | 0.01% | 0.01% | 151 | +16,742 | 132.68% | Q1 2026 | May 15, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 29,133 | 1,393 | 0.31% | 0.37% | 152 | -72 | -0.25% | Q1 2026 | Apr 14, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 29,068 | 1,390 | 0.16% | 0.16% | 153 | +456 | 1.59% | Q1 2026 | May 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 28,810 | 1,377 | 0.17% | 0.16% | 154 | +2,653 | 10.14% | Q1 2026 | Apr 08, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 28,545 | 1,365 | 0.29% | 0.3% | 155 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 28,435 | 1,360 | 0.36% | 0.49% | 156 | -10,988 | -27.87% | Q1 2026 | Apr 10, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 28,233 | 1,350 | 0.02% | 0.02% | 157 | +7,848 | 38.5% | Q1 2026 | Apr 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 28,175 | 1,347 | 0.01% | 0.01% | 158 | -56 | -0.2% | Q1 2026 | May 08, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 27,297 | 1,305 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 27,260 | 1,304 | 0.09% | 0.1% | 160 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FMR LLC | History | Added to | 26,756 | 1,279 | 0.0% | 0.0% | 161 | +2,465 | 10.15% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 26,338 | 1,258 | 0.04% | 0.04% | 162 | +1,467 | 5.9% | Q1 2026 | May 11, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 26,316 | 1,258 | 0.08% | 0.08% | 163 | -167 | -0.63% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 25,915 | 1,239 | 0.02% | 0.02% | 164 | +16 | 0.06% | Q1 2026 | Apr 22, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 25,208 | 1,205 | 0.4% | 0.41% | 165 | -583 | -2.26% | Q1 2026 | Apr 14, 2026 |
| Fisher Asset Management, LLC | History | New | 25,082 | 1,199 | 0.0% | — | 166 | +25,082 | New | Q1 2026 | May 05, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 24,840 | 1,188 | 0.15% | 0.15% | 167 | +1,170 | 4.94% | Q1 2026 | Apr 23, 2026 |
| HOWE & RUSLING INC | History | Added to | 24,562 | 1,174 | 0.08% | 0.07% | 168 | +3,163 | 14.78% | Q1 2026 | Apr 28, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 24,017 | 1,148 | 0.01% | 0.01% | 169 | -1,231 | -4.88% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 23,619 | 1,129 | 0.01% | 0.01% | 170 | -9,117 | -27.85% | Q1 2026 | May 13, 2026 |
| Veratis Advisors, Inc. | History | No change | 22,045 | 1,067 | 0.84% | 0.84% | 171 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 21,601 | 1,033 | 0.03% | 0.01% | 172 | +9,640 | 80.6% | Q1 2026 | May 14, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 21,400 | 1,023 | 0.04% | 0.04% | 173 | -1,000 | -4.46% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 21,384 | 1,022 | 0.03% | 0.03% | 174 | +75 | 0.35% | Q1 2026 | May 11, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 21,019 | 1,005 | 0.03% | 0.03% | 175 | -3,177 | -13.13% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | No change | 20,712 | 990 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 20,487 | 979 | 0.27% | 0.26% | 177 | +892 | 4.55% | Q1 2026 | Apr 15, 2026 |
| Omega Financial Group, LLC | History | Reduced | 20,231 | 967 | 0.31% | 0.32% | 178 | -245 | -1.2% | Q1 2026 | May 12, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 19,601 | 939 | 0.16% | 0.17% | 179 | -196 | -0.99% | Q1 2026 | May 08, 2026 |
| CHOREO, LLC | History | Reduced | 19,475 | 931 | 0.01% | 0.02% | 180 | -6,145 | -23.99% | Q1 2026 | May 12, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 19,457 | 930 | 0.24% | 0.28% | 181 | -2,827 | -12.69% | Q1 2026 | Apr 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 19,292 | 921 | 0.0% | 0.0% | 182 | +7,909 | 69.48% | Q1 2026 | May 15, 2026 |
| Elequin Capital, LP | History | New | 31,214 | 920 | 0.08% | — | 183 | +31,214 | New | Q1 2026 | May 11, 2026 |
| CNB Bank | History | Reduced | 19,204 | 918 | 0.39% | 0.4% | 184 | -1,046 | -5.17% | Q1 2026 | May 06, 2026 |
| Friedenthal Financial | History | Added to | 19,154 | 916 | 0.46% | 0.44% | 185 | +1,366 | 7.68% | Q1 2026 | Apr 20, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 18,990 | 911 | 0.07% | 0.07% | 186 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 18,845 | 901 | 0.01% | 0.01% | 187 | +184 | 0.99% | Q1 2026 | May 06, 2026 |
| Crews Bank & Trust | History | Reduced | 18,827 | 900 | 0.13% | 0.13% | 188 | -25 | -0.13% | Q1 2026 | May 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 18,715 | 895 | 0.3% | 0.3% | 189 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prairiewood Capital, LLC | History | Added to | 18,457 | 882 | 0.26% | 0.27% | 190 | +230 | 1.26% | Q1 2026 | Apr 16, 2026 |
| Mutual Advisors, LLC | History | Added to | 18,242 | 872 | 0.02% | 0.02% | 191 | +302 | 1.68% | Q1 2026 | May 01, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 18,216 | 871 | 0.03% | 0.04% | 192 | +9,973 | 120.99% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 18,153 | 868 | 0.02% | 0.02% | 193 | +30 | 0.17% | Q1 2026 | Apr 20, 2026 |
| Transcendent Capital Group LLC | History | Added to | 18,115 | 866 | 0.39% | 0.39% | 194 | +98 | 0.54% | Q1 2026 | Apr 27, 2026 |
| Dakota Wealth Management | History | Reduced | 17,830 | 852 | 0.02% | 0.02% | 195 | -141 | -0.78% | Q1 2026 | May 07, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 17,599 | 841 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | Reduced | 17,360 | 830 | 0.02% | 0.03% | 197 | -5,167 | -22.94% | Q1 2026 | May 13, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 17,199 | 822 | 0.21% | 0.21% | 198 | +246 | 1.45% | Q1 2026 | Apr 09, 2026 |
| NICOLET BANKSHARES INC | History | New | 16,949 | 810 | 0.03% | — | 199 | +16,949 | New | Q1 2026 | May 14, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 16,673 | 797 | 0.26% | 0.25% | 200 | +6,401 | 62.32% | Q1 2026 | Apr 20, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 16,295 | 779 | 0.21% | 0.17% | 201 | +3,325 | 25.64% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 16,265 | 777 | 0.0% | 0.0% | 203 | -1,035 | -5.98% | Q1 2026 | May 08, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 16,250 | 777 | 0.06% | 0.06% | 202 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BCS Wealth Management | History | Reduced | 16,047 | 767 | 0.16% | 0.14% | 204 | -12,075 | -42.94% | Q1 2026 | Apr 17, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 15,854 | 758 | 0.01% | 0.02% | 205 | +36 | 0.23% | Q1 2026 | Apr 21, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 15,698 | 750 | 0.02% | 0.02% | 206 | -195 | -1.23% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 15,404 | 736 | 0.01% | 0.01% | 207 | +212 | 1.4% | Q1 2026 | Apr 13, 2026 |
| Savant Capital, LLC | History | Added to | 15,279 | 730 | 0.0% | 0.0% | 208 | +621 | 4.24% | Q1 2026 | May 04, 2026 |
| First Affirmative Financial Network | History | New | 15,156 | 724 | 0.28% | — | 209 | +15,156 | New | Q1 2026 | May 11, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 15,127 | 723 | 1.24% | 0.73% | 210 | -2,179 | -12.59% | Q1 2026 | Apr 22, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 15,054 | 720 | 0.67% | 0.59% | 211 | +1,137 | 8.17% | Q1 2026 | Apr 07, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 14,990 | 716 | 0.39% | 0.41% | 212 | +1,663 | 12.48% | Q1 2026 | May 11, 2026 |
| Sunflower Bank, N.A. | History | No change | 14,851 | 710 | 0.18% | 0.18% | 213 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PAX Financial Group, LLC | History | Reduced | 14,268 | 682 | 0.12% | 0.13% | 214 | -1,796 | -11.18% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 16,906 | 674 | 0.0% | 0.0% | 215 | +1,550 | 10.09% | Q1 2026 | May 15, 2026 |
| Parcion Private Wealth LLC | History | No change | 14,019 | 670 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RMR Wealth Builders | History | Reduced | 13,562 | 648 | 0.05% | 0.06% | 217 | -1,027 | -7.04% | Q1 2026 | Apr 22, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 13,507 | 646 | 0.11% | 0.12% | 218 | -1,296 | -8.75% | Q1 2026 | Apr 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 13,401 | 643 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 13,396 | 640 | 0.16% | 0.16% | 220 | -250 | -1.83% | Q1 2026 | Apr 22, 2026 |
| Anson Capital, Inc. | History | Added to | 12,847 | 614 | 0.42% | 0.43% | 221 | +411 | 3.3% | Q1 2026 | May 13, 2026 |
| Valeo Financial Advisors, LLC | History | New | 12,536 | 599 | 0.01% | — | 223 | +12,536 | New | Q1 2026 | May 08, 2026 |
| Equita Financial Network, Inc. | History | Added to | 12,531 | 599 | 0.19% | 0.18% | 222 | +51 | 0.41% | Q1 2026 | Apr 23, 2026 |
| MONEYWISE, INC. | History | Reduced | 12,523 | 598 | 0.26% | 0.25% | 224 | -173 | -1.36% | Q1 2026 | Apr 27, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 12,407 | 593 | 0.07% | 0.07% | 225 | -96 | -0.77% | Q1 2026 | Apr 23, 2026 |
| Curi Capital, LLC | History | Reduced | 12,269 | 586 | 0.01% | 0.01% | 226 | -554 | -4.32% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 12,170 | 582 | 0.0% | 0.0% | 227 | -320 | -2.56% | Q1 2026 | Apr 29, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 12,074 | 581 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PFW Advisors LLC | History | Added to | 12,063 | 576 | 0.18% | 0.16% | 229 | +1,136 | 10.4% | Q1 2026 | Apr 10, 2026 |
| NewEdge Wealth, LLC | History | Added to | 11,894 | 568 | 0.01% | 0.01% | 230 | +2,289 | 23.83% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 11,851 | 567 | 0.01% | 0.01% | 231 | +1,265 | 11.95% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 11,543 | 552 | 0.0% | 0.0% | 232 | -20 | -0.17% | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | Added to | 11,509 | 550 | 0.0% | 0.0% | 233 | +1,263 | 12.33% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | Reduced | 11,207 | 536 | 0.01% | 0.02% | 234 | -519 | -4.43% | Q1 2026 | May 12, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 10,957 | 524 | 0.07% | 0.07% | 235 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | No change | 10,668 | 510 | 0.18% | 0.18% | 236 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 10,604 | 507 | 0.08% | 0.08% | 237 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 10,549 | 504 | 0.03% | 0.03% | 238 | +48 | 0.46% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | New | 10,536 | 503 | 0.01% | — | 239 | +10,536 | New | Q1 2026 | May 18, 2026 |
| CIBC Bancorp USA Inc. | History | New | 10,400 | 497 | 0.0% | — | 241 | +10,400 | New | Q1 2026 | May 12, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Added to | 10,392 | 497 | 0.59% | 0.22% | 240 | +5,192 | 99.85% | Q1 2026 | Apr 28, 2026 |
| Altus Wealth Management, LLC | History | No change | 10,379 | 496 | 0.22% | 0.21% | 242 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NORTHERN TRUST CORP | History | New | 10,145 | 485 | 0.0% | — | 243 | +10,145 | New | Q1 2026 | May 14, 2026 |
| Evelyn Partners Asset Management Ltd | History | New | 10,086 | 482 | 0.12% | — | 244 | +10,086 | New | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 10,069 | 481 | 0.0% | 0.0% | 245 | -1,415 | -12.32% | Q1 2026 | May 01, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 10,030 | 479 | 0.15% | 0.15% | 246 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Boston Trust Walden Corp | History | Added to | 9,934 | 475 | 0.0% | 0.0% | 247 | +168 | 1.72% | Q1 2026 | Apr 24, 2026 |
| Fortis Capital Management LLC | History | New | 9,870 | 472 | 0.05% | — | 248 | +9,870 | New | Q1 2026 | May 11, 2026 |
| APS Management Group, Inc. | History | Added to | 9,728 | 465 | 0.4% | 0.39% | 249 | +288 | 3.05% | Q1 2026 | Apr 15, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 9,707 | 464 | 0.08% | 0.08% | 250 | -24 | -0.25% | Q1 2026 | Apr 15, 2026 |
| HUB Investment Partners, LLC | History | New | 9,456 | 452 | 0.01% | — | 252 | +9,456 | New | Q1 2026 | May 15, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 9,471 | 452 | 0.19% | 0.22% | 251 | -416 | -4.21% | Q1 2026 | Apr 17, 2026 |
| Advisor OS, LLC | History | Added to | 9,403 | 449 | 0.03% | 0.03% | 253 | +1,154 | 13.99% | Q1 2026 | May 07, 2026 |
| Lifeworks Advisors, LLC | History | No change | 9,384 | 448 | 0.06% | 0.06% | 254 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 9,298 | 444 | 0.21% | 0.22% | 255 | -431 | -4.43% | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | Reduced | 9,141 | 437 | 0.0% | 0.0% | 256 | -1,825 | -16.64% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 9,097 | 435 | 0.05% | 0.05% | 257 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| M&T BANK CORP | History | Reduced | 9,074 | 434 | 0.0% | 0.0% | 258 | -1,083 | -10.66% | Q1 2026 | May 12, 2026 |
| Avant Financial Advisors LLC | History | Added to | 9,056 | 433 | 0.3% | 0.3% | 259 | +203 | 2.29% | Q1 2026 | Apr 23, 2026 |
| TRITONPOINT WEALTH, LLC | History | New | 9,037 | 432 | 0.05% | — | 260 | +9,037 | New | Q1 2026 | Apr 21, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 8,984 | 429 | 0.05% | 0.05% | 261 | +328 | 3.79% | Q1 2026 | May 11, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 8,842 | 422 | 0.02% | 0.03% | 262 | -391 | -4.23% | Q1 2026 | Apr 29, 2026 |
| SEEDS INVESTOR LLC | History | No change | 8,816 | 422 | 0.06% | 0.08% | 263 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Continuum Advisory, LLC | History | Reduced | 8,757 | 418 | 0.04% | 0.04% | 264 | -469 | -5.08% | Q1 2026 | Apr 22, 2026 |
| IFG Advisors, LLC | History | Reduced | 8,485 | 405 | 0.07% | 0.07% | 265 | -545 | -6.04% | Q1 2026 | Apr 09, 2026 |
| Essex Financial Services, Inc. | History | No change | 8,465 | 404 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 8,350 | 399 | 0.0% | 0.0% | 267 | -771 | -8.45% | Q1 2026 | May 14, 2026 |
| Evensky & Katz LLC | History | Added to | 8,006 | 383 | 0.02% | 0.02% | 268 | +150 | 1.91% | Q1 2026 | Apr 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,971 | 381 | 0.01% | — | 270 | +7,966 | 159320.0% | Q1 2026 | May 15, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Reduced | 7,980 | 381 | 0.12% | 0.12% | 269 | -1 | -0.01% | Q1 2026 | Apr 21, 2026 |
| XML Financial, LLC | History | No change | 7,840 | 374 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 7,723 | 369 | 0.07% | 0.07% | 272 | -625 | -7.49% | Q1 2026 | May 11, 2026 |
| KFA Private Wealth Group, LLC | History | No change | 7,426 | 355 | 0.09% | 0.09% | 273 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FULTON BANK, N.A. | History | New | 7,386 | 353 | 0.01% | — | 274 | +7,386 | New | Q1 2026 | Apr 24, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 7,362 | 352 | 0.04% | 0.04% | 275 | -422 | -5.42% | Q1 2026 | May 12, 2026 |
| CAP Partners, LLC | History | Added to | 7,305 | 349 | 0.2% | 0.2% | 276 | +19 | 0.26% | Q1 2026 | Apr 28, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 7,271 | 348 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rock Point Advisors, LLC | History | Reduced | 7,250 | 346 | 0.09% | 0.09% | 278 | -65 | -0.89% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 7,227 | 345 | 0.01% | 0.01% | 279 | +443 | 6.53% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 7,147 | 341 | 0.03% | 0.03% | 280 | -113 | -1.56% | Q1 2026 | May 04, 2026 |
| Rare Wolf Capital LLC | History | Reduced | 7,095 | 339 | 0.22% | 0.23% | 281 | -625 | -8.1% | Q1 2026 | May 14, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 7,080 | 338 | 0.04% | 0.04% | 282 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WASHINGTON TRUST Co | History | No change | 7,009 | 335 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 6,896 | 329 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 6,782 | 324 | 0.02% | 0.03% | 285 | -2,804 | -29.25% | Q1 2026 | May 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 6,800 | 324 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | No change | 6,673 | 319 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FIRST HORIZON CORP | History | No change | 6,592 | 315 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 6,553 | 313 | 0.0% | 0.0% | 289 | +28 | 0.43% | Q1 2026 | May 01, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 6,552 | 313 | 0.06% | 0.07% | 290 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 6,515 | 312 | 0.01% | 0.01% | 291 | +1,727 | 36.07% | Q1 2026 | Apr 21, 2026 |
| Next Level Private LLC | History | Added to | 6,532 | 312 | 0.07% | 0.08% | 292 | +29 | 0.45% | Q1 2026 | Apr 23, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 6,523 | 311 | 0.32% | 0.32% | 294 | -120 | -1.81% | Q1 2026 | Apr 21, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 6,519 | 311 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| New Perspectives, Inc | History | No change | 6,491 | 310 | 0.11% | 0.11% | 295 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 6,193 | 296 | 0.07% | 0.24% | 296 | +620 | 11.13% | Q1 2026 | May 12, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 6,171 | 295 | 0.01% | 0.01% | 298 | -465 | -7.01% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | No change | 6,183 | 295 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 6,106 | 292 | 0.0% | 0.0% | 299 | -3,500 | -36.44% | Q1 2026 | Apr 30, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 6,075 | 290 | 0.01% | 0.01% | 300 | -348 | -5.42% | Q1 2026 | Apr 16, 2026 |