FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - SKYY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,485,074 | 162,407 | 0.01% | 0.01% | 1 | -94,562 | -5.99% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 923,652 | 101,010 | 0.03% | 0.03% | 2 | +5,942 | 0.65% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 827,252 | 90,468 | 0.01% | 0.01% | 3 | -83,615 | -9.18% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 405,866 | 44,385 | 0.01% | 0.01% | 4 | -114,955 | -22.07% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 383,700 | 41,961 | 0.03% | 0.04% | 5 | +178,900 | 87.35% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 375,173 | 41,028 | 0.01% | 0.01% | 6 | +39,258 | 11.69% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 240,755 | 26,328 | 0.01% | 0.01% | 7 | -22,006 | -8.37% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 212,254 | 23,212 | 0.0% | 0.0% | 8 | +23,847 | 12.66% | Q1 2026 | May 15, 2026 |
| Flaharty Asset Management, LLC | History | New | 163,815 | 17,914 | 2.22% | — | 9 | +163,815 | New | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 157,226 | 17,185 | 0.0% | 0.0% | 10 | +720 | 0.46% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 148,215 | 16,208 | 0.02% | 0.02% | 11 | +12,065 | 8.86% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 134,752 | 14,736 | 0.0% | 0.0% | 12 | +6,119 | 4.76% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 118,312 | 12,445 | 0.0% | 0.0% | 13 | -17,159 | -12.67% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 113,100 | 12,371 | 0.02% | 0.02% | 14 | -18,254 | -13.9% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 97,235 | 10,634 | 0.03% | 0.04% | 15 | -9,080 | -8.54% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 87,590 | 9,578 | 0.01% | 0.01% | 16 | -41,907 | -32.36% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 79,544 | 8,698 | 0.04% | 0.05% | 17 | -4,898 | -5.8% | Q1 2026 | Apr 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 73,840 | 8,075 | 0.06% | 0.01% | 18 | +66,421 | 895.28% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 68,155 | 7,453 | 0.01% | 0.02% | 19 | -4,008 | -5.55% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 63,168 | 6,908 | 0.01% | 0.01% | 20 | -13,336 | -17.43% | Q1 2026 | Apr 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 60,643 | 6,631 | 0.01% | 0.01% | 21 | +6,756 | 12.54% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 60,009 | 6,562 | 0.02% | 0.02% | 22 | +3,424 | 6.05% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 56,438 | 6,172 | 0.02% | 0.04% | 23 | -15,511 | -21.56% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 54,587 | 5,970 | 0.01% | 0.02% | 24 | -6,327 | -10.39% | Q1 2026 | Apr 22, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 52,196 | 5,708 | 0.04% | 0.04% | 25 | +1,931 | 3.84% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 52,033 | 5,690 | 0.15% | 0.13% | 26 | +11,248 | 27.58% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 43,505 | 5,658 | 0.04% | 0.05% | 27 | -8,299 | -16.02% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 51,618 | 5,644 | 0.13% | 0.15% | 28 | +1,128 | 2.23% | Q1 2026 | May 15, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 48,055 | 5,255 | 1.18% | 1.34% | 29 | -560 | -1.15% | Q1 2026 | Apr 23, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 45,148 | 4,937 | 0.0% | 0.01% | 30 | -12,704 | -21.96% | Q1 2026 | May 12, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 40,835 | 4,465 | 1.54% | 1.79% | 31 | -1,506 | -3.56% | Q1 2026 | May 15, 2026 |
| Concorde Asset Management, LLC | History | No change | 32,287 | 4,199 | 1.68% | 1.68% | 32 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 37,399 | 4,089 | 0.26% | 0.31% | 33 | +445 | 1.2% | Q1 2026 | May 06, 2026 |
| HRT FINANCIAL LP | History | Added to | 36,777 | 4,021 | 0.01% | 0.0% | 34 | +29,616 | 413.57% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 36,315 | 3,971 | 0.0% | 0.0% | 35 | +7,403 | 25.61% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 34,670 | 3,791 | 0.0% | 0.0% | 36 | -8,876 | -20.38% | Q1 2026 | May 15, 2026 |
| Ignite Planners, LLC | History | Reduced | 34,499 | 3,772 | 0.58% | 1.0% | 37 | -20,271 | -37.01% | Q1 2026 | Apr 17, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 34,452 | 3,767 | 0.15% | 0.27% | 38 | +15,644 | 83.18% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 34,409 | 3,762 | 0.0% | 0.0% | 39 | -60,961 | -63.92% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 33,305 | 3,642 | 0.0% | 0.01% | 40 | -1,060 | -3.08% | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 32,092 | 3,509 | 0.19% | 0.24% | 41 | -631 | -1.93% | Q1 2026 | Apr 30, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 30,708 | 3,357 | 0.63% | 0.8% | 42 | +15,089 | 96.61% | Q1 2026 | Apr 29, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 30,028 | 3,283 | 0.2% | 0.24% | 43 | -2,180 | -6.77% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 28,949 | 3,166 | 0.0% | 0.01% | 44 | -14,586 | -33.5% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Reduced | 27,897 | 3,050 | 0.0% | 0.01% | 45 | -7,236 | -20.6% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 27,396 | 2,996 | 0.01% | 0.01% | 46 | +2,511 | 10.09% | Q1 2026 | May 05, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 27,336 | 2,989 | 1.5% | 1.76% | 47 | -394 | -1.42% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 26,312 | 2,877 | 0.14% | 0.17% | 48 | -507 | -1.89% | Q1 2026 | Apr 28, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 24,991 | 2,734 | 0.03% | 0.06% | 49 | -16,560 | -39.85% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 24,746 | 2,706 | 0.03% | 0.05% | 50 | -1,682 | -6.36% | Q1 2026 | Apr 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 23,772 | 2,599 | 0.0% | 0.0% | 51 | -998 | -4.03% | Q1 2026 | May 07, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 23,453 | 2,564 | 0.04% | 0.05% | 52 | -1,012 | -4.14% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 23,168 | 2,533 | 0.28% | 0.27% | 53 | +3,545 | 18.07% | Q1 2026 | Apr 28, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 22,319 | 2,440 | 0.01% | 0.02% | 54 | -650 | -2.83% | Q1 2026 | May 05, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 22,176 | 2,425 | 0.48% | 0.57% | 55 | -939 | -4.06% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 20,571 | 2,249 | 0.0% | 0.0% | 56 | -4,471 | -17.85% | Q1 2026 | May 15, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 20,389 | 2,229 | 1.47% | 1.93% | 57 | -1,808 | -8.15% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 20,305 | 2,220 | 0.03% | 0.02% | 58 | +11,801 | 138.77% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 19,943 | 2,181 | 0.06% | 0.07% | 59 | -135 | -0.67% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 19,861 | 2,172 | 0.02% | 0.03% | 60 | -3,639 | -15.49% | Q1 2026 | Apr 28, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 19,408 | 2,121 | 0.0% | 0.0% | 61 | -181 | -0.92% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 18,832 | 2,059 | 0.04% | 0.03% | 62 | +7,015 | 59.36% | Q1 2026 | May 01, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 18,540 | 2,027 | 0.04% | 0.04% | 63 | +2,902 | 18.56% | Q1 2026 | May 14, 2026 |
| Hyposwiss Advisors SA | History | Reduced | 18,535 | 2,026 | 2.0% | 2.43% | 64 | -525 | -2.75% | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 16,571 | 1,812 | 0.14% | 0.17% | 65 | -717 | -4.15% | Q1 2026 | Apr 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 16,184 | 1,809 | 0.0% | 0.0% | 66 | -11,242 | -40.99% | Q1 2026 | Apr 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 16,375 | 1,790 | 0.03% | 0.04% | 67 | -5,791 | -26.13% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 16,076 | 1,758 | 0.01% | 0.01% | 68 | +49 | 0.31% | Q1 2026 | May 15, 2026 |
| High Point Wealth Management, LLC | History | Reduced | 16,036 | 1,753 | 1.69% | 2.13% | 69 | -1,414 | -8.1% | Q1 2026 | Apr 08, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 15,976 | 1,747 | 0.07% | 0.08% | 70 | -235 | -1.45% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 15,907 | 1,739 | 0.0% | 0.0% | 71 | +539 | 3.51% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Added to | 15,722 | 1,719 | 0.0% | 0.0% | 72 | +817 | 5.48% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 15,379 | 1,681 | 0.0% | 0.01% | 73 | -953 | -5.84% | Q1 2026 | May 14, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 14,997 | 1,640 | 0.51% | 0.63% | 74 | -841 | -5.31% | Q1 2026 | May 19, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 14,977 | 1,637 | 0.23% | 0.32% | 75 | -397 | -2.58% | Q1 2026 | Apr 30, 2026 |
| Keebeck Wealth Management | History | Reduced | 14,735 | 1,611 | 0.18% | 0.27% | 76 | -3,536 | -19.35% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 14,719 | 1,609 | 0.01% | 0.01% | 77 | +5,558 | 60.67% | Q1 2026 | May 08, 2026 |
| Prospera Financial Services Inc | History | Reduced | 14,615 | 1,599 | 0.03% | 0.03% | 78 | -599 | -3.94% | Q1 2026 | Apr 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 19,496 | 1,518 | 0.07% | 0.02% | 79 | -14,931 | -43.37% | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | Reduced | 13,832 | 1,512 | 0.05% | 0.06% | 80 | -28 | -0.2% | Q1 2026 | Apr 24, 2026 |
| Lido Advisors, LLC | History | Reduced | 13,818 | 1,511 | 0.0% | 0.01% | 81 | -68 | -0.49% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12,990 | 1,433 | 0.01% | 0.02% | 82 | -1,990 | -13.28% | Q1 2026 | Apr 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 13,051 | 1,427 | 0.04% | 0.04% | 83 | -50 | -0.38% | Q1 2026 | Apr 07, 2026 |
| Sage Capital Management, LLC | History | Reduced | 12,899 | 1,411 | 0.66% | 0.78% | 84 | -93 | -0.72% | Q1 2026 | Apr 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 12,685 | 1,387 | 0.0% | 0.0% | 85 | +4,564 | 56.2% | Q1 2026 | May 15, 2026 |
| CITY HOLDING CO | History | Reduced | 12,591 | 1,376 | 0.17% | 0.2% | 86 | -80 | -0.63% | Q1 2026 | Apr 15, 2026 |
| Independent Advisor Alliance | History | New | 12,547 | 1,372 | 0.01% | — | 87 | +12,547 | New | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 12,363 | 1,351 | 0.0% | 0.0% | 88 | -209 | -1.66% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 12,166 | 1,330 | 0.05% | 0.05% | 89 | +1,735 | 16.63% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,125 | 1,326 | 0.0% | 0.0% | 90 | +8,765 | 260.86% | Q1 2026 | May 15, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 11,962 | 1,308 | 0.08% | 0.09% | 91 | -112 | -0.93% | Q1 2026 | Apr 20, 2026 |
| Sigma Planning Corp | History | Added to | 11,915 | 1,302 | 0.04% | 0.03% | 92 | +2,245 | 23.22% | Q1 2026 | May 04, 2026 |
| Apollon Financial, LLC | History | Added to | 11,805 | 1,290 | 0.18% | 0.22% | 93 | +226 | 1.95% | Q1 2026 | Apr 22, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 11,738 | 1,283 | 0.14% | 0.15% | 94 | +409 | 3.61% | Q1 2026 | Apr 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,474 | 1,254 | 0.02% | 0.03% | 95 | -434 | -3.64% | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | Added to | 11,463 | 1,253 | 0.0% | 0.0% | 96 | +1,980 | 20.88% | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Added to | 11,439 | 1,250 | 0.02% | 0.02% | 97 | +4,274 | 59.65% | Q1 2026 | Apr 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 11,238 | 1,229 | 0.01% | 0.01% | 98 | -529 | -4.5% | Q1 2026 | May 05, 2026 |
| SP Asset Management LLC | History | Reduced | 11,010 | 1,204 | 0.11% | 0.16% | 99 | -4,168 | -27.46% | Q1 2026 | May 06, 2026 |
| Summit Financial, LLC | History | Reduced | 10,914 | 1,193 | 0.02% | 0.04% | 100 | -8,896 | -44.91% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 10,840 | 1,185 | 0.0% | 0.0% | 101 | +598 | 5.84% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Added to | 10,732 | 1,173 | 0.0% | 0.0% | 102 | +732 | 7.32% | Q1 2026 | May 08, 2026 |
| Moran Wealth Management, LLC | History | Added to | 10,606 | 1,159 | 0.04% | 0.04% | 103 | +1,594 | 17.69% | Q1 2026 | Apr 27, 2026 |
| WCG Wealth Advisors LLC | History | New | 10,558 | 1,154 | 0.03% | — | 104 | +10,558 | New | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 10,447 | 1,142 | 0.29% | 0.35% | 105 | -71 | -0.68% | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 10,383 | 1,135 | 0.01% | 0.01% | 106 | +258 | 2.55% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Added to | 10,114 | 1,106 | 0.02% | 0.03% | 107 | +757 | 8.09% | Q1 2026 | Apr 13, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 9,907 | 1,083 | 0.48% | 0.49% | 108 | +1,769 | 21.74% | Q1 2026 | May 08, 2026 |
| SMITH, MOORE & CO. | History | Added to | 9,768 | 1,068 | 0.08% | 0.1% | 109 | +92 | 0.95% | Q1 2026 | May 05, 2026 |
| HighPoint Advisor Group LLC | History | New | 9,691 | 1,059 | 0.04% | — | 110 | +9,691 | New | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 9,624 | 1,052 | 0.0% | 0.0% | 111 | -46,804 | -82.94% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 9,543 | 1,043 | 0.01% | 0.02% | 112 | -24 | -0.25% | Q1 2026 | Apr 20, 2026 |
| Dakota Wealth Management | History | Reduced | 9,474 | 1,036 | 0.02% | 0.02% | 113 | -20 | -0.21% | Q1 2026 | May 07, 2026 |
| 1776 Wealth LLC | History | Reduced | 9,437 | 1,032 | 0.41% | 0.47% | 114 | -116 | -1.21% | Q1 2026 | May 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 9,352 | 1,022 | 0.02% | 0.03% | 115 | +795 | 9.29% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 8,891 | 972 | 0.01% | 0.01% | 116 | +371 | 4.35% | Q1 2026 | May 11, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 8,798 | 962 | 0.95% | 1.08% | 117 | +364 | 4.32% | Q1 2026 | Apr 07, 2026 |
| Triumph Capital Management | History | Added to | 8,789 | 961 | 0.2% | 0.22% | 118 | +881 | 11.14% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 8,515 | 931 | 0.03% | 0.03% | 119 | +425 | 5.25% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 8,389 | 917 | 0.01% | 0.02% | 120 | -7,536 | -47.32% | Q1 2026 | May 05, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 8,378 | 916 | 0.06% | 0.07% | 121 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 8,173 | 893 | 0.01% | 0.01% | 122 | -22 | -0.27% | Q1 2026 | May 15, 2026 |
| Osbon Capital Management LLC | History | Reduced | 8,133 | 889 | 0.73% | 1.02% | 123 | -271 | -3.22% | Q1 2026 | May 15, 2026 |
| Rathbones Group PLC | History | Added to | 8,086 | 884 | 0.0% | 0.0% | 124 | +179 | 2.26% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | Added to | 8,061 | 881 | 0.01% | 0.01% | 125 | +4,215 | 109.59% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 8,024 | 877 | 0.01% | 0.01% | 126 | -382 | -4.54% | Q1 2026 | Apr 21, 2026 |
| Western Wealth Management, LLC | History | Reduced | 7,550 | 825 | 0.03% | 0.05% | 127 | -924 | -10.9% | Q1 2026 | May 19, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 6,307 | 819 | 0.02% | 0.02% | 128 | -721 | -10.26% | Q1 2026 | May 11, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 7,475 | 817 | 0.29% | 0.38% | 129 | -651 | -8.01% | Q1 2026 | May 12, 2026 |
| James J. Burns & Company, LLC | History | Added to | 7,372 | 806 | 0.11% | 0.11% | 130 | +1,157 | 18.62% | Q1 2026 | Apr 17, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 7,287 | 796 | 0.32% | 0.38% | 131 | -440 | -5.69% | Q1 2026 | Apr 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,060 | 788 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 7,154 | 782 | 0.05% | 0.06% | 133 | +118 | 1.68% | Q1 2026 | Apr 21, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 6,949 | 759 | 0.13% | 0.13% | 134 | +789 | 12.81% | Q1 2026 | Apr 29, 2026 |
| Cresta Advisors, Ltd. | History | Reduced | 6,554 | 716 | 0.29% | 0.37% | 135 | -322 | -4.68% | Q1 2026 | Apr 27, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 6,535 | 714 | 0.05% | 0.05% | 136 | +1,219 | 22.93% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,455 | 705 | 0.01% | 0.01% | 137 | +112 | 1.77% | Q1 2026 | Apr 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,353 | 696 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 6,330 | 692 | 0.0% | 0.0% | 139 | +264 | 4.35% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Reduced | 6,096 | 666 | 0.01% | 0.01% | 140 | -133 | -2.14% | Q1 2026 | Apr 27, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 5,984 | 654 | 0.07% | 0.08% | 141 | +615 | 11.45% | Q1 2026 | Apr 15, 2026 |
| WealthPlan Investment Management, LLC | History | New | 5,959 | 651 | 0.04% | — | 142 | +5,959 | New | Q1 2026 | Apr 29, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 5,945 | 650 | 0.01% | 0.04% | 143 | -23,130 | -79.55% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 4,829 | 628 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 5,740 | 627 | 0.0% | 0.0% | 145 | -813 | -12.41% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 5,722 | 625 | 0.02% | 0.03% | 146 | -1,214 | -17.5% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | No change | 5,570 | 609 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 5,500 | 601 | 0.02% | 0.01% | 148 | +510 | 10.22% | Q1 2026 | Apr 23, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 5,365 | 598 | 0.17% | 0.2% | 149 | -75 | -1.38% | Q1 2026 | Apr 08, 2026 |
| First International Bank of Israel Ltd. | History | New | 2,612 | 575 | 0.17% | — | 150 | +2,612 | New | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,232 | 572 | 0.0% | 0.0% | 151 | +5,154 | 6607.69% | Q1 2026 | May 01, 2026 |
| ICONIQ Capital, LLC | History | No change | 5,235 | 572 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 5,219 | 570 | 0.03% | 0.01% | 153 | +3,596 | 221.57% | Q1 2026 | Apr 30, 2026 |
| CIBC Bancorp USA Inc. | History | New | 5,194 | 568 | 0.0% | — | 154 | +5,194 | New | Q1 2026 | May 12, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 5,108 | 558 | 0.0% | 0.0% | 155 | -22 | -0.43% | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 5,100 | 557 | 0.0% | 0.01% | 156 | -3,329 | -39.49% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Reduced | 4,969 | 543 | 0.03% | 0.03% | 157 | -424 | -7.86% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,854 | 531 | 0.0% | 0.01% | 158 | +116 | 2.45% | Q1 2026 | Apr 07, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 4,853 | 530 | 0.16% | 0.19% | 159 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 4,818 | 526 | 0.01% | 0.02% | 160 | -209 | -4.16% | Q1 2026 | May 15, 2026 |
| Belvedere Trading LLC | History | New | 4,767 | 521 | 0.0% | — | 161 | +4,767 | New | Q1 2026 | May 12, 2026 |
| Vivaldi Capital Management LP | History | Added to | 4,755 | 520 | 0.07% | 0.08% | 162 | +389 | 8.91% | Q1 2026 | May 14, 2026 |
| Reliant Investment Partners, LLC | History | Reduced | 4,725 | 516 | 0.43% | 0.56% | 163 | -731 | -13.4% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | New | 4,702 | 514 | 0.0% | — | 164 | +4,702 | New | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,671 | 507 | 0.0% | 0.0% | 165 | -23,598 | -83.48% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 4,150 | 506 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 4,608 | 503 | 0.02% | 0.02% | 167 | +131 | 2.93% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 4,577 | 500 | 0.01% | 0.01% | 168 | +116 | 2.6% | Q1 2026 | May 18, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 4,500 | 492 | 0.05% | 0.06% | 169 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HB Wealth Management, LLC | History | Reduced | 4,470 | 488 | 0.0% | 0.0% | 170 | -185 | -3.97% | Q1 2026 | Apr 27, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 4,447 | 486 | 0.3% | 0.35% | 171 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BANK HAPOALIM BM | History | Reduced | 4,414 | 483 | 0.07% | 0.07% | 172 | -2,142 | -32.67% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 4,390 | 480 | 0.0% | 0.0% | 173 | +757 | 20.84% | Q1 2026 | May 13, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 4,289 | 469 | 0.11% | 0.13% | 174 | -8 | -0.19% | Q1 2026 | Apr 27, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 4,288 | 468 | 0.19% | 0.22% | 175 | -4 | -0.09% | Q1 2026 | May 08, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 4,201 | 459 | 0.2% | 0.24% | 176 | +30 | 0.72% | Q1 2026 | Apr 15, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 3,500 | 455 | 0.11% | 0.11% | 177 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 4,139 | 452 | 0.02% | 0.03% | 178 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 4,094 | 447 | 0.01% | 0.01% | 179 | -396 | -8.82% | Q1 2026 | Apr 14, 2026 |
| Balance Wealth, LLC | History | Added to | 4,040 | 441 | 0.14% | 0.17% | 180 | +14 | 0.35% | Q1 2026 | Apr 20, 2026 |
| MAI Capital Management | History | Reduced | 4,031 | 440 | 0.0% | 0.0% | 181 | -79 | -1.92% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 3,480 | 437 | 0.01% | 0.02% | 182 | -86 | -2.41% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,957 | 436 | 0.03% | 0.07% | 183 | -3,497 | -46.91% | Q1 2026 | May 01, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 3,970 | 434 | 0.13% | 0.16% | 184 | -71 | -1.76% | Q1 2026 | Apr 30, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 3,860 | 422 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Reduced | 3,851 | 421 | 0.24% | 0.41% | 186 | -421 | -9.85% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 3,832 | 419 | 0.0% | 0.0% | 187 | +24 | 0.63% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Reduced | 3,832 | 418 | 0.02% | 0.02% | 188 | -413 | -9.73% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 3,820 | 417 | 0.03% | 0.05% | 189 | -1,328 | -25.8% | Q1 2026 | May 13, 2026 |
| Glassman Wealth Services | History | No change | 3,757 | 410 | 0.06% | 0.07% | 190 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 3,741 | 409 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 3,657 | 399 | 0.15% | 0.17% | 192 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advisor OS, LLC | History | Added to | 3,582 | 391 | 0.03% | 0.02% | 193 | +1,252 | 53.73% | Q1 2026 | May 07, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 3,516 | 387 | 0.02% | 0.02% | 194 | -273 | -7.21% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 3,499 | 382 | 0.01% | 0.01% | 195 | -722 | -17.1% | Q1 2026 | May 15, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 3,038 | 360 | 0.08% | 0.09% | 196 | -83 | -2.66% | Q1 2026 | May 01, 2026 |
| Unconventional Investor, LLC | History | Added to | 3,291 | 359 | 0.17% | 0.12% | 197 | +1,291 | 64.55% | Q1 2026 | May 18, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,217 | 351 | 0.0% | 0.0% | 198 | +271 | 9.2% | Q1 2026 | May 13, 2026 |
| Manchester Capital Management LLC | History | No change | 3,200 | 349 | 0.05% | 0.06% | 199 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,677 | 348 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 3,157 | 345 | 0.01% | 0.01% | 201 | -106 | -3.25% | Q1 2026 | Apr 10, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 3,157 | 345 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Eagle Strategies LLC | History | Reduced | 3,018 | 330 | 0.04% | 0.05% | 203 | -6 | -0.2% | Q1 2026 | Apr 20, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 2,983 | 326 | 0.1% | 0.12% | 204 | +175 | 6.23% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 2,983 | 326 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mason & Associates Inc | History | No change | 3,067 | 322 | 0.06% | 0.07% | 206 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 2,933 | 320 | 0.08% | 0.09% | 207 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 2,905 | 317 | 0.11% | 0.13% | 208 | -52 | -1.76% | Q1 2026 | Apr 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,895 | 316 | 0.02% | 0.23% | 209 | -22,102 | -88.42% | Q1 2026 | May 05, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 2,897 | 316 | 0.07% | 0.08% | 210 | +374 | 14.82% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 2,982 | 313 | 0.02% | 0.17% | 211 | -26,086 | -89.74% | Q1 2026 | Apr 24, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 2,860 | 312 | 0.01% | 0.02% | 212 | -1,232 | -30.11% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 2,818 | 308 | 0.0% | 0.0% | 213 | -23 | -0.81% | Q1 2026 | May 14, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 2,500 | 305 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 2,773 | 303 | 0.02% | 0.02% | 215 | +460 | 19.89% | Q1 2026 | Apr 15, 2026 |
| KLCM Advisors, Inc. | History | No change | 2,714 | 296 | 0.02% | 0.03% | 216 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 2,701 | 295 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LexAurum Advisors, LLC | History | New | 2,659 | 290 | 0.04% | — | 218 | +2,659 | New | Q1 2026 | Apr 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 2,616 | 286 | 0.0% | 0.0% | 219 | +44 | 1.71% | Q1 2026 | May 08, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 2,612 | 285 | 0.13% | 0.16% | 220 | -441 | -14.44% | Q1 2026 | Apr 23, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 2,600 | 284 | 0.0% | 0.0% | 221 | -5,600 | -68.29% | Q1 2026 | May 15, 2026 |
| Pines Wealth Management, LLC | History | Added to | 2,594 | 283 | 0.09% | 0.08% | 222 | +681 | 35.6% | Q1 2026 | Apr 08, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 2,573 | 281 | 0.01% | 0.01% | 224 | +1 | 0.04% | Q1 2026 | May 14, 2026 |
| Ballew Advisors, Inc | History | No change | 2,612 | 281 | 0.16% | 0.19% | 223 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 2,560 | 280 | 0.11% | 0.14% | 225 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 2,160 | 280 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Core Wealth Partners LLC | History | No change | 2,547 | 278 | 0.13% | 0.15% | 227 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,526 | 276 | 0.0% | 0.0% | 228 | -283 | -10.07% | Q1 2026 | May 13, 2026 |
| Trek Financial, LLC | History | No change | 2,517 | 275 | 0.01% | 0.02% | 229 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Warner Group LLC | History | Reduced | 2,473 | 270 | 0.18% | 2.22% | 230 | -25,286 | -91.09% | Q1 2026 | Apr 29, 2026 |
| Sequent Planning LLC | History | Added to | 2,451 | 268 | 0.06% | 0.06% | 231 | +640 | 35.34% | Q1 2026 | Apr 21, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 2,425 | 265 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 2,417 | 264 | 0.05% | 0.07% | 233 | -100 | -3.97% | Q1 2026 | Apr 20, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 2,349 | 256 | 0.01% | 0.01% | 234 | -9 | -0.38% | Q1 2026 | Apr 28, 2026 |
| Alteri Wealth LLC | History | Reduced | 2,316 | 253 | 0.08% | 0.14% | 235 | -955 | -29.2% | Q1 2026 | May 06, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | No change | 2,297 | 251 | 0.19% | 0.25% | 236 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 2,289 | 250 | 0.03% | 0.04% | 237 | -36 | -1.55% | Q1 2026 | May 05, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 2,273 | 248 | 0.05% | 0.06% | 238 | -71 | -3.03% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,181 | 238 | 0.0% | 0.0% | 239 | +2,014 | 1205.99% | Q1 2026 | May 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 2,176 | 237 | 0.0% | — | 241 | +2,176 | New | Q1 2026 | Apr 27, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 2,176 | 237 | 0.02% | 0.02% | 240 | -331 | -13.2% | Q1 2026 | Apr 15, 2026 |
| Fortis Capital Advisors, LLC | History | New | 2,142 | 234 | 0.03% | — | 243 | +2,142 | New | Q1 2026 | Apr 28, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 2,141 | 234 | 0.11% | 0.13% | 242 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,098 | 229 | 0.01% | 0.02% | 244 | -380 | -15.33% | Q1 2026 | May 15, 2026 |
| Tradewinds, LLC. | History | Reduced | 1,848 | 229 | 0.07% | 0.06% | 245 | -152 | -7.6% | Q1 2026 | May 04, 2026 |
| CHOREO, LLC | History | No change | 2,089 | 228 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Forum Finance Group S.A. | History | New | 2,540 | 226 | 0.12% | — | 247 | +2,540 | New | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,065 | 225 | 0.02% | 0.03% | 249 | -969 | -31.94% | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,064 | 225 | 0.0% | 0.0% | 248 | +240 | 13.16% | Q1 2026 | May 08, 2026 |
| Legacy Financial Advisors, Inc. | History | New | 2,030 | 222 | 0.03% | — | 252 | +2,030 | New | Q1 2026 | Apr 30, 2026 |
| Gotham Asset Management, LLC | History | Added to | 2,030 | 222 | 0.0% | 0.0% | 251 | +351 | 20.91% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 2,034 | 222 | 0.01% | 0.01% | 250 | -97 | -4.55% | Q1 2026 | Apr 21, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 2,095 | 220 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEALTH EFFECTS LLC | History | No change | 2,013 | 220 | 0.08% | 0.08% | 254 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 2,007 | 219 | 0.0% | 0.0% | 256 | -632 | -23.95% | Q1 2026 | May 14, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 2,004 | 219 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 2,000 | 218 | 0.04% | 0.06% | 257 | -430 | -17.7% | Q1 2026 | May 04, 2026 |
| Global Assets Advisory, LLC | History | No change | 2,000 | 218 | 0.06% | 0.07% | 258 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 1,981 | 216 | 0.08% | 0.7% | 259 | -12,946 | -86.73% | Q1 2026 | May 13, 2026 |
| Fortune Financial Group, Inc. | History | New | 1,971 | 215 | 0.19% | — | 260 | +1,971 | New | Q1 2026 | Apr 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 1,933 | 211 | 0.0% | 0.01% | 261 | -407 | -17.39% | Q1 2026 | May 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 1,921 | 210 | 0.01% | 0.01% | 262 | +79 | 4.29% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 1,929 | 210 | 0.0% | 0.0% | 263 | +58 | 3.1% | Q1 2026 | Apr 20, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 1,918 | 209 | 0.01% | — | 264 | +1,918 | New | Q1 2026 | Apr 22, 2026 |
| BROWN ADVISORY INC | History | Reduced | 1,895 | 207 | 0.0% | 0.0% | 265 | -633 | -25.04% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 1,897 | 207 | 0.0% | 0.0% | 266 | +310 | 19.53% | Q1 2026 | May 04, 2026 |
| Banco Santander, S.A. | History | Reduced | 1,890 | 206 | 0.0% | 0.0% | 267 | -1,070 | -36.15% | Q1 2026 | May 08, 2026 |
| Collier Financial | History | No change | 1,889 | 206 | 0.16% | 0.18% | 268 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 1,835 | 200 | 0.12% | 0.14% | 269 | -15 | -0.81% | Q1 2026 | May 14, 2026 |
| Acropolis Investment Management, LLC | History | No change | 1,808 | 197 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 1,700 | 188 | 0.0% | 0.0% | 271 | -142 | -7.71% | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,714 | 187 | 0.0% | 0.0% | 272 | +1,352 | 373.48% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 1,718 | 187 | 0.01% | 0.01% | 273 | -55 | -3.1% | Q1 2026 | May 13, 2026 |
| Tidemark, LLC | History | Added to | 1,629 | 178 | 0.05% | 0.06% | 274 | +3 | 0.18% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Reduced | 1,619 | 177 | 0.0% | 0.01% | 275 | -24,725 | -93.85% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,545 | 168 | 0.0% | 0.0% | 276 | +567 | 57.98% | Q1 2026 | May 05, 2026 |
| AlphaCore Capital LLC | History | Reduced | 1,458 | 159 | 0.0% | 0.15% | 277 | -50,998 | -97.22% | Q1 2026 | May 15, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 1,426 | 155 | 0.01% | 0.0% | 278 | +818 | 134.54% | Q1 2026 | Apr 20, 2026 |
| GeoWealth Management, LLC | History | Reduced | 1,346 | 147 | 0.01% | 0.01% | 279 | -30 | -2.18% | Q1 2026 | May 13, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 1,320 | 144 | 0.15% | 0.18% | 280 | -81 | -5.78% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,304 | 142 | 0.0% | 0.0% | 281 | -4,629 | -78.02% | Q1 2026 | May 13, 2026 |
| REAP Financial Group, LLC | History | No change | 1,264 | 138 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| J.Safra Asset Management Corp | History | No change | 1,246 | 136 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,220 | 133 | 0.02% | 0.0% | 284 | +1,114 | 1050.94% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,216 | 132 | 0.0% | 0.0% | 285 | -14 | -1.14% | Q1 2026 | May 04, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,141 | 125 | 0.01% | 0.02% | 286 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rossmore Private Capital | History | New | 1,113 | 121 | 0.01% | — | 288 | +1,113 | New | Q1 2026 | May 01, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 1,110 | 121 | 0.0% | 0.0% | 287 | -855 | -43.51% | Q1 2026 | May 13, 2026 |
| Colonial Trust Advisors | History | No change | 1,058 | 115 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Colonial Trust Co / SC | History | No change | 1,100 | 115 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 963 | 105 | 0.05% | 0.13% | 291 | -552 | -36.44% | Q1 2026 | Apr 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 932 | 101 | 0.0% | — | 292 | +932 | New | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 800 | 87 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 744 | 81 | 0.0% | 0.0% | 294 | +6 | 0.81% | Q1 2026 | Apr 06, 2026 |
| Anchor Investment Management, LLC | History | No change | 733 | 80 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Signature Equity Partners, LLC | History | No change | 708 | 77 | 0.04% | 0.05% | 296 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 684 | 74 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | No change | 650 | 71 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Lodestone Wealth Management LLC | History | No change | 655 | 71 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Topsail Wealth Management, LLC | History | No change | 623 | 68 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |