SPDR SERIES TRUST - SLYG
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.
Showing first 300 of
558 rows for faster page load.
Load all rows.
Rows: 0
| 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 | Added to | 8,332,950 | 805,129 | 0.21% | 0.12% | 1 | +3,653,444 | 78.07% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,094,311 | 105,732 | 0.21% | 0.2% | 2 | -49,587 | -4.33% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 989,579 | 95,613 | 0.01% | 0.01% | 3 | -156,185 | -13.63% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 923,235 | 89,202 | 0.01% | 0.01% | 4 | -112,044 | -10.82% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 846,855 | 81,851 | 0.02% | 0.02% | 5 | -113,947 | -11.86% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 682,296 | 65,923 | 1.06% | 1.05% | 6 | +21,854 | 3.31% | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, LLC | History | Added to | 539,312 | 52,108 | 2.85% | 2.91% | 7 | +20,308 | 3.91% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 474,052 | 45,802 | 0.05% | 0.04% | 8 | +44,305 | 10.31% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 433,708 | 41,904 | 1.17% | 1.06% | 9 | +33,856 | 8.47% | Q1 2026 | May 12, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 418,316 | 40,417 | 4.11% | 4.04% | 10 | -5,335 | -1.26% | Q1 2026 | May 04, 2026 |
| Krilogy Financial LLC | History | Added to | 352,230 | 36,691 | 1.18% | 1.17% | 11 | +9,286 | 2.71% | Q1 2026 | Apr 17, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 333,499 | 32,222 | 0.88% | 0.84% | 12 | +16,158 | 5.09% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 328,038 | 31,695 | 0.0% | 0.0% | 13 | +32,664 | 11.06% | Q1 2026 | May 05, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 330,955 | 31,172 | 2.01% | 2.01% | 14 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Reduced | 314,667 | 30,402 | 0.03% | 0.03% | 15 | -12,498 | -3.82% | Q1 2026 | May 05, 2026 |
| Savant Capital, LLC | History | Added to | 314,310 | 30,368 | 0.15% | 0.16% | 16 | +9,728 | 3.19% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 301,371 | 29,105 | 0.03% | 0.03% | 17 | +18,673 | 6.61% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 296,036 | 28,602 | 0.01% | 0.01% | 18 | +15,866 | 5.66% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 292,419 | 28,253 | 0.01% | 0.0% | 19 | +2,007 | 0.69% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 284,734 | 27,515 | 0.04% | 0.04% | 20 | +7,925 | 2.86% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 249,828 | 24,138 | 0.99% | 0.96% | 21 | +1,567 | 0.63% | Q1 2026 | Apr 21, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 227,655 | 21,996 | 4.02% | 3.89% | 22 | +1,624 | 0.72% | Q1 2026 | May 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 210,881 | 20,375 | 0.29% | 0.35% | 23 | -15,964 | -7.04% | Q1 2026 | May 11, 2026 |
| Klingman & Associates, LLC | History | Reduced | 204,106 | 19,720 | 0.94% | 0.93% | 24 | -543 | -0.27% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 203,681 | 19,679 | 0.67% | 0.62% | 25 | +7,325 | 3.73% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 207,730 | 19,589 | 0.01% | 0.01% | 26 | +34,196 | 19.71% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 200,000 | 19,324 | 0.01% | 0.0% | 27 | +199,969 | 645061.29% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 199,052 | 19,232 | 0.01% | 0.01% | 28 | -687 | -0.34% | Q1 2026 | May 07, 2026 |
| Convergence Financial, LLC | History | Reduced | 192,783 | 18,768 | 1.99% | 2.75% | 29 | -7,370 | -3.68% | Q1 2026 | May 11, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 182,277 | 17,611 | 4.17% | 3.7% | 30 | +4,492 | 2.53% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 182,166 | 17,158 | 0.11% | 0.22% | 31 | -154,450 | -45.88% | Q1 2026 | May 15, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 176,876 | 17,089 | 3.3% | 3.29% | 32 | +6,091 | 3.57% | Q1 2026 | Apr 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 175,015 | 16,909 | 0.02% | 0.02% | 33 | +3,327 | 1.94% | Q1 2026 | Apr 27, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 163,534 | 15,800 | 1.94% | 1.77% | 34 | +13,784 | 9.2% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Reduced | 158,609 | 15,324 | 0.07% | 0.08% | 35 | -32,627 | -17.06% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Reduced | 137,291 | 13,265 | 0.03% | 0.04% | 36 | -10,341 | -7.0% | Q1 2026 | May 14, 2026 |
| Optimist Retirement Group LLC | History | Added to | 133,819 | 12,929 | 5.7% | 5.77% | 37 | +153 | 0.11% | Q1 2026 | May 11, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 121,432 | 11,732 | 0.05% | — | 38 | +121,432 | New | Q1 2026 | May 12, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 119,039 | 11,501 | 4.12% | 4.01% | 39 | +2,941 | 2.53% | Q1 2026 | Apr 23, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 118,237 | 11,424 | 1.36% | 1.27% | 40 | +1,670 | 1.43% | Q1 2026 | Apr 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 115,037 | 11,114 | 0.0% | 0.0% | 41 | -26,343 | -18.63% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 106,014 | 10,243 | 0.08% | 0.09% | 42 | +29,655 | 38.84% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Reduced | 104,313 | 10,078 | 0.46% | 0.49% | 43 | -11,190 | -9.69% | Q1 2026 | Apr 30, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Reduced | 102,766 | 9,929 | 1.61% | 1.58% | 44 | -69 | -0.07% | Q1 2026 | Apr 22, 2026 |
| Independent Advisor Alliance | History | Added to | 102,570 | 9,910 | 0.11% | 0.01% | 45 | +96,316 | 1540.07% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 100,045 | 9,666 | 0.0% | 0.0% | 46 | +17,355 | 20.99% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 99,268 | 9,591 | 0.1% | 0.1% | 47 | -897 | -0.9% | Q1 2026 | Apr 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 94,244 | 9,105 | 0.37% | 0.32% | 48 | -1,380 | -1.44% | Q1 2026 | Apr 27, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 91,782 | 8,867 | 0.69% | 0.53% | 49 | +20,472 | 28.71% | Q1 2026 | May 07, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 82,465 | 8,828 | 1.48% | 1.37% | 50 | +5,115 | 6.61% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Reduced | 84,587 | 8,172 | 0.05% | 0.05% | 51 | -1,073 | -1.25% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | Added to | 83,127 | 8,031 | 1.43% | 1.43% | 52 | +52 | 0.06% | Q1 2026 | Apr 24, 2026 |
| Mutual Advisors, LLC | History | Reduced | 82,372 | 7,958 | 0.17% | 0.17% | 53 | -4,197 | -4.85% | Q1 2026 | May 01, 2026 |
| Baird Financial Group, Inc. | History | Added to | 80,456 | 7,773 | 0.01% | 0.01% | 54 | +5,596 | 7.48% | Q1 2026 | May 14, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 78,421 | 7,577 | 2.98% | 2.94% | 55 | -449 | -0.57% | Q1 2026 | May 04, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 77,064 | 7,445 | 0.5% | — | 56 | +77,064 | New | Q1 2026 | May 07, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 76,557 | 7,396 | 0.53% | 0.52% | 57 | +342 | 0.45% | Q1 2026 | May 15, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 76,120 | 7,354 | 3.47% | 3.35% | 58 | +1,745 | 2.35% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Reduced | 76,001 | 7,343 | 0.01% | 0.01% | 59 | -273 | -0.36% | Q1 2026 | May 14, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 75,440 | 7,288 | 1.91% | 1.68% | 60 | +9,322 | 14.1% | Q1 2026 | Apr 10, 2026 |
| KWB Wealth | History | Reduced | 75,973 | 7,155 | 0.71% | 0.75% | 61 | -8,179 | -9.72% | Q1 2026 | Apr 08, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 73,946 | 7,144 | 0.06% | 0.05% | 62 | +2,003 | 2.78% | Q1 2026 | May 11, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 72,912 | 7,044 | 0.71% | 0.7% | 63 | -1,697 | -2.27% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 71,926 | 6,949 | 0.03% | 0.01% | 64 | +43,735 | 155.14% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 71,493 | 6,907 | 0.13% | 0.19% | 65 | -30,352 | -29.8% | Q1 2026 | Apr 14, 2026 |
| Nvest Wealth Strategies, Inc. | History | Reduced | 70,163 | 6,779 | 4.75% | 5.44% | 66 | -8,535 | -10.85% | Q1 2026 | Apr 13, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 67,047 | 6,615 | 0.4% | 0.39% | 67 | -973 | -1.43% | Q1 2026 | Apr 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 67,752 | 6,546 | 0.02% | 0.02% | 68 | -160 | -0.24% | Q1 2026 | Apr 30, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 66,530 | 6,428 | 1.76% | 1.93% | 69 | +14,126 | 26.96% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 64,394 | 6,221 | 0.01% | 0.01% | 70 | +2,419 | 3.9% | Q1 2026 | Apr 27, 2026 |
| Compton Financial Group, LLC | History | Reduced | 62,143 | 6,004 | 1.33% | 1.76% | 71 | -20,441 | -24.75% | Q1 2026 | Apr 28, 2026 |
| Roberts Financial Services LLC | History | Reduced | 60,482 | 5,843 | 1.86% | 3.75% | 72 | -66,433 | -52.34% | Q1 2026 | Apr 15, 2026 |
| Leslie Global Wealth, LLC | History | Reduced | 59,161 | 5,716 | 3.01% | 2.63% | 73 | -2,902 | -4.68% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 57,783 | 5,663 | 0.01% | 0.01% | 74 | -15,159 | -20.78% | Q1 2026 | Apr 08, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 58,336 | 5,636 | 1.04% | 1.1% | 75 | -1,981 | -3.28% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Added to | 57,759 | 5,580 | 0.0% | 0.0% | 76 | +546 | 0.95% | Q1 2026 | May 12, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Reduced | 57,090 | 5,516 | 2.5% | 2.43% | 77 | -716 | -1.24% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Added to | 56,680 | 5,476 | 0.01% | 0.01% | 78 | +230 | 0.41% | Q1 2026 | May 06, 2026 |
| Junk Investment Group, LLC | History | New | 55,642 | 5,376 | 2.82% | — | 79 | +55,642 | New | Q1 2026 | May 08, 2026 |
| WealthShield Partners, LLC | History | Reduced | 54,992 | 5,313 | 0.59% | 0.57% | 80 | -7 | -0.01% | Q1 2026 | May 01, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 52,043 | 5,028 | 2.44% | 2.36% | 81 | +102 | 0.2% | Q1 2026 | May 07, 2026 |
| Summit Financial, LLC | History | Added to | 51,946 | 5,019 | 0.06% | 0.01% | 82 | +45,129 | 662.01% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 51,266 | 4,953 | 1.7% | 1.59% | 83 | +738 | 1.46% | Q1 2026 | May 04, 2026 |
| Midwest Financial Group LLC | History | Added to | 50,960 | 4,923 | 2.1% | 2.04% | 84 | +2,019 | 4.13% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 50,463 | 4,875 | 0.01% | 0.02% | 85 | -15,975 | -24.04% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 50,352 | 4,865 | 0.0% | 0.0% | 86 | +3,398 | 7.24% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 49,776 | 4,809 | 0.16% | 0.11% | 87 | +554 | 1.13% | Q1 2026 | Apr 23, 2026 |
| Financial Concepts Unlimited, Inc. | History | New | 49,524 | 4,785 | 4.29% | — | 88 | +49,524 | New | Q1 2026 | May 05, 2026 |
| ERn Financial, LLC | History | Reduced | 49,256 | 4,759 | 0.89% | 0.89% | 89 | -1,119 | -2.22% | Q1 2026 | Apr 24, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 48,634 | 4,699 | 3.07% | 2.91% | 90 | +758 | 1.58% | Q1 2026 | Apr 28, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 48,588 | 4,694 | 0.53% | 0.53% | 91 | -1,601 | -3.19% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 47,842 | 4,622 | 0.11% | 0.11% | 92 | -1,381 | -2.81% | Q1 2026 | May 04, 2026 |
| Marathon Mission, Inc. | History | Added to | 46,669 | 4,509 | 2.62% | 2.49% | 93 | +912 | 1.99% | Q1 2026 | Apr 17, 2026 |
| Livet Wealth, LLC | History | Reduced | 46,644 | 4,506 | 2.86% | 2.74% | 94 | -545 | -1.15% | Q1 2026 | Apr 24, 2026 |
| Quent Capital, LLC | History | Added to | 46,620 | 4,504 | 0.32% | 0.3% | 95 | +2,118 | 4.76% | Q1 2026 | Apr 28, 2026 |
| Probity Advisors, Inc. | History | Added to | 46,291 | 4,472 | 0.71% | 0.69% | 96 | +494 | 1.08% | Q1 2026 | Apr 28, 2026 |
| Graney & King, LLC | History | Reduced | 45,993 | 4,443 | 2.39% | 2.83% | 97 | -5,373 | -10.46% | Q1 2026 | May 18, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 45,984 | 4,442 | 0.09% | 0.08% | 98 | +1,588 | 3.58% | Q1 2026 | Apr 15, 2026 |
| McAdam, LLC | History | Reduced | 45,118 | 4,359 | 0.2% | 0.21% | 99 | -3,220 | -6.66% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Reduced | 44,963 | 4,343 | 0.01% | 0.01% | 100 | -519 | -1.14% | Q1 2026 | May 15, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 44,940 | 4,342 | 0.37% | 0.04% | 101 | +40,615 | 939.08% | Q1 2026 | Apr 09, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 40,576 | 4,323 | 0.1% | 0.1% | 102 | +1,614 | 4.14% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 44,212 | 4,271 | 0.07% | 0.06% | 103 | +11,203 | 33.94% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 43,261 | 4,179 | 0.03% | 0.03% | 104 | -81 | -0.19% | Q1 2026 | May 12, 2026 |
| Gibbs Wealth Management | History | Added to | 41,743 | 4,033 | 0.53% | 0.41% | 105 | +24,449 | 141.37% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 41,721 | 4,031 | 0.06% | 0.06% | 106 | -1,439 | -3.33% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 40,404 | 3,903 | 0.02% | 0.02% | 107 | +2,543 | 6.72% | Q1 2026 | May 08, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 39,735 | 3,839 | 0.44% | 0.38% | 108 | +1,842 | 4.86% | Q1 2026 | Apr 10, 2026 |
| Merit Financial Group, LLC | History | Reduced | 38,611 | 3,730 | 0.03% | 0.03% | 109 | -5,520 | -12.51% | Q1 2026 | Apr 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 37,756 | 3,647 | 0.02% | 0.02% | 110 | +3,025 | 8.71% | Q1 2026 | May 05, 2026 |
| Capital Analysts, LLC | History | Added to | 37,587 | 3,632 | 0.1% | 0.09% | 111 | +3,708 | 10.94% | Q1 2026 | May 14, 2026 |
| Roan Capital Partners | History | New | 37,510 | 3,624 | 3.35% | — | 112 | +37,510 | New | Q1 2026 | Apr 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 37,118 | 3,586 | 0.17% | 0.15% | 113 | +3,815 | 11.46% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 36,664 | 3,542 | 0.01% | 0.0% | 114 | +3,241 | 9.7% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 36,079 | 3,485 | 0.13% | 0.11% | 115 | +4,821 | 15.42% | Q1 2026 | May 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 34,874 | 3,369 | 0.35% | 0.48% | 116 | -3,245 | -8.51% | Q1 2026 | Apr 23, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 34,646 | 3,347 | 0.66% | 0.62% | 117 | +306 | 0.89% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 32,761 | 3,165 | 0.03% | 0.05% | 118 | -12,380 | -27.43% | Q1 2026 | May 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 31,127 | 3,007 | 0.2% | 0.19% | 119 | +1,300 | 4.36% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 31,065 | 3,001 | 0.0% | 0.0% | 120 | -13,886 | -30.89% | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 31,014 | 2,996 | 0.24% | 0.22% | 121 | +1,355 | 4.57% | Q1 2026 | May 15, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Reduced | 30,848 | 2,980 | 1.47% | 1.46% | 122 | -305 | -0.98% | Q1 2026 | Apr 30, 2026 |
| BlackRock, Inc. | History | Added to | 30,565 | 2,953 | 0.0% | 0.0% | 123 | +1,673 | 5.79% | Q1 2026 | May 13, 2026 |
| TME FINANCIAL, INC. | History | Added to | 29,874 | 2,886 | 2.0% | 1.96% | 124 | +249 | 0.84% | Q1 2026 | May 12, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 29,697 | 2,869 | 0.29% | 0.32% | 125 | -1,344 | -4.33% | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | Added to | 29,078 | 2,813 | 0.01% | 0.01% | 126 | +946 | 3.36% | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | Added to | 29,050 | 2,806 | 1.93% | 1.72% | 127 | +3,528 | 13.82% | Q1 2026 | May 04, 2026 |
| GEN Financial Management, INC. | History | Reduced | 28,595 | 2,762 | 1.71% | 1.73% | 128 | -518 | -1.78% | Q1 2026 | Apr 16, 2026 |
| Portside Wealth Group, LLC | History | Added to | 28,451 | 2,748 | 0.37% | 0.35% | 129 | +619 | 2.22% | Q1 2026 | May 12, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 28,140 | 2,718 | 0.29% | 0.5% | 130 | -19,379 | -40.78% | Q1 2026 | Apr 24, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | New | 27,718 | 2,678 | 0.41% | — | 131 | +27,718 | New | Q1 2026 | May 07, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 27,555 | 2,662 | 0.85% | 0.8% | 132 | +270 | 0.99% | Q1 2026 | Apr 27, 2026 |
| Capital Square, LLC | History | Added to | 24,642 | 2,638 | 1.22% | 1.14% | 133 | +871 | 3.66% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 26,672 | 2,577 | 0.06% | 0.06% | 134 | +1,503 | 5.97% | Q1 2026 | May 15, 2026 |
| Forbes Financial Planning, Inc. | History | Reduced | 26,255 | 2,536 | 1.47% | 1.49% | 135 | -754 | -2.79% | Q1 2026 | Apr 17, 2026 |
| Horizon Investments, LLC | History | Added to | 26,022 | 2,514 | 0.03% | 0.02% | 136 | +13,258 | 103.87% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 26,009 | 2,512 | 0.11% | 0.1% | 137 | +3,922 | 17.76% | Q1 2026 | Apr 28, 2026 |
| Tempo Wealth, LLC | History | Added to | 25,788 | 2,491 | 0.43% | 0.4% | 138 | +1,821 | 7.6% | Q1 2026 | May 14, 2026 |
| Clarus Wealth Advisors | History | Reduced | 25,071 | 2,484 | 1.06% | 1.04% | 139 | -252 | -1.0% | Q1 2026 | Apr 08, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 25,521 | 2,465 | 0.14% | 0.11% | 140 | +3,271 | 14.7% | Q1 2026 | May 01, 2026 |
| May Barnhard Investments LLC | History | Reduced | 25,341 | 2,448 | 1.19% | 1.45% | 141 | -7,146 | -22.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 25,275 | 2,442 | 0.08% | 0.08% | 142 | -1,473 | -5.51% | Q1 2026 | May 15, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 25,190 | 2,433 | 0.21% | — | 143 | +25,190 | New | Q1 2026 | May 06, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 24,680 | 2,384 | 0.11% | 0.11% | 144 | -1,110 | -4.3% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 23,823 | 2,301 | 0.0% | 0.0% | 145 | +6,967 | 41.33% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 23,760 | 2,295 | 0.03% | 0.03% | 146 | -955 | -3.86% | Q1 2026 | Apr 16, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 23,578 | 2,278 | 0.17% | 0.16% | 147 | +441 | 1.91% | Q1 2026 | May 13, 2026 |
| Barden Capital Management, Inc. | History | Added to | 23,495 | 2,270 | 1.94% | 1.76% | 148 | +787 | 3.47% | Q1 2026 | Apr 07, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 23,491 | 2,269 | 0.08% | 0.08% | 149 | -1,045 | -4.26% | Q1 2026 | Apr 14, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 23,184 | 2,240 | 0.49% | 0.51% | 150 | -983 | -4.07% | Q1 2026 | Apr 03, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 23,126 | 2,234 | 0.03% | 0.02% | 151 | +9,766 | 73.1% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 23,443 | 2,208 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Blue Barn Wealth, LLC | History | No change | 23,180 | 2,183 | 3.18% | 3.18% | 153 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 22,441 | 2,168 | 1.05% | 1.06% | 154 | -210 | -0.93% | Q1 2026 | May 05, 2026 |
| Collier Financial | History | Reduced | 22,350 | 2,159 | 1.65% | 1.6% | 155 | -208 | -0.92% | Q1 2026 | May 11, 2026 |
| Dynamic Financial Group | History | Added to | 22,304 | 2,154 | 1.76% | 1.64% | 156 | +1,896 | 9.29% | Q1 2026 | May 12, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 22,219 | 2,146 | 1.25% | 1.27% | 157 | +230 | 1.05% | Q1 2026 | Apr 23, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 21,821 | 2,108 | 0.51% | 0.4% | 158 | +5,696 | 35.32% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | Added to | 21,645 | 2,091 | 0.08% | 0.09% | 159 | +1,074 | 5.22% | Q1 2026 | May 19, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 21,203 | 2,048 | 0.7% | 0.7% | 160 | +224 | 1.07% | Q1 2026 | Apr 27, 2026 |
| Ignite Planners, LLC | History | Reduced | 21,245 | 2,046 | 0.32% | 0.32% | 161 | -31 | -0.15% | Q1 2026 | Apr 17, 2026 |
| FMR LLC | History | Added to | 21,125 | 2,041 | 0.0% | 0.0% | 162 | +5,682 | 36.79% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | New | 20,736 | 2,003 | 0.05% | — | 163 | +20,736 | New | Q1 2026 | May 11, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 20,691 | 1,999 | 0.52% | 0.51% | 164 | -5 | -0.02% | Q1 2026 | May 01, 2026 |
| Pinnacle Family Advisors, LLC | History | New | 20,057 | 1,937 | 0.91% | — | 165 | +20,057 | New | Q1 2026 | May 14, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 19,516 | 1,886 | 0.74% | 0.71% | 166 | +121 | 0.62% | Q1 2026 | May 07, 2026 |
| TAGStone Capital, Inc. | History | Added to | 19,414 | 1,875 | 0.66% | 0.66% | 167 | +536 | 2.84% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Reduced | 19,013 | 1,837 | 0.01% | 0.01% | 168 | -905 | -4.54% | Q1 2026 | May 12, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 18,970 | 1,832 | 0.31% | 0.52% | 169 | -12,317 | -39.37% | Q1 2026 | Apr 15, 2026 |
| Partners in Financial Planning | History | Added to | 18,690 | 1,805 | 0.3% | 0.3% | 170 | +19 | 0.1% | Q1 2026 | May 11, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Added to | 17,756 | 1,715 | 1.64% | 1.41% | 171 | +2,352 | 15.27% | Q1 2026 | May 04, 2026 |
| Trilogy Capital Inc. | History | Added to | 17,416 | 1,682 | 0.07% | 0.04% | 172 | +7,149 | 69.63% | Q1 2026 | Apr 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 17,403 | 1,681 | 0.0% | 0.0% | 173 | -1,477 | -7.82% | Q1 2026 | May 14, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 17,255 | 1,667 | 0.23% | 0.23% | 174 | -812 | -4.49% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | New | 16,825 | 1,625 | 0.03% | — | 175 | +16,825 | New | Q1 2026 | Apr 10, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 16,173 | 1,562 | 0.34% | 0.36% | 176 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 16,017 | 1,547 | 0.22% | 0.24% | 177 | -1,941 | -10.81% | Q1 2026 | May 13, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 15,950 | 1,541 | 0.44% | 0.45% | 178 | -15 | -0.09% | Q1 2026 | Apr 24, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 15,717 | 1,518 | 0.25% | 0.26% | 179 | -365 | -2.27% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 15,530 | 1,500 | 0.01% | 0.01% | 180 | +2,173 | 16.27% | Q1 2026 | Apr 30, 2026 |
| Walsh & Associates, LLC | History | Added to | 15,465 | 1,494 | 1.48% | 1.41% | 181 | +291 | 1.92% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | No change | 15,285 | 1,476 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| XTX Topco Ltd | History | Added to | 14,765 | 1,426 | 0.02% | 0.03% | 183 | +874 | 6.29% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 14,444 | 1,396 | 0.0% | 0.0% | 184 | +1,925 | 15.38% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 13,293 | 1,366 | 0.08% | 0.07% | 185 | +208 | 1.59% | Q1 2026 | Apr 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 13,957 | 1,348 | 0.02% | 0.02% | 186 | -730 | -4.97% | Q1 2026 | Apr 28, 2026 |
| Investors Research Corp | History | Reduced | 13,856 | 1,338 | 0.26% | 0.24% | 187 | -39 | -0.28% | Q1 2026 | Apr 03, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 13,732 | 1,326 | 0.11% | 0.14% | 188 | -4,977 | -26.6% | Q1 2026 | May 07, 2026 |
| LTG Capital LLC | History | Added to | 13,400 | 1,294 | 0.99% | 0.98% | 189 | +7 | 0.05% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | New | 13,392 | 1,293 | 0.03% | — | 190 | +13,392 | New | Q1 2026 | May 07, 2026 |
| JNBA Financial Advisors | History | Reduced | 13,338 | 1,288 | 0.11% | 0.12% | 191 | -1,526 | -10.27% | Q1 2026 | Apr 22, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 13,147 | 1,270 | 0.95% | 0.86% | 192 | +394 | 3.09% | Q1 2026 | Apr 17, 2026 |
| Haverford Trust Co | History | Reduced | 13,025 | 1,258 | 0.01% | 0.01% | 193 | -1,315 | -9.17% | Q1 2026 | May 11, 2026 |
| Capital Squared Financial LLC | History | Added to | 12,991 | 1,255 | 0.96% | 0.87% | 194 | +1,215 | 10.32% | Q1 2026 | May 01, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 12,413 | 1,199 | 0.02% | 0.02% | 195 | -450 | -3.5% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 12,836 | 1,198 | 0.0% | 0.0% | 196 | -7,590 | -37.16% | Q1 2026 | May 13, 2026 |
| Friday Financial | History | Reduced | 12,394 | 1,197 | 0.41% | 0.41% | 197 | -85 | -0.68% | Q1 2026 | Apr 16, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 12,386 | 1,196 | 0.56% | 0.57% | 198 | -1,769 | -12.5% | Q1 2026 | Apr 14, 2026 |
| Payne Capital Management, LLC | History | Added to | 12,135 | 1,172 | 0.35% | 0.36% | 199 | +172 | 1.44% | Q1 2026 | May 08, 2026 |
| Clear Retirement Advice LLC | History | Added to | 12,012 | 1,160 | 0.91% | 0.86% | 200 | +798 | 7.12% | Q1 2026 | Apr 28, 2026 |
| Indie Asset Partners, LLC | History | Reduced | 11,901 | 1,149 | 1.31% | 1.29% | 201 | -375 | -3.05% | Q1 2026 | May 08, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 11,751 | 1,135 | 0.11% | 0.11% | 202 | -160 | -1.34% | Q1 2026 | Apr 10, 2026 |
| Brooklyn Investment Group | History | Added to | 11,526 | 1,113 | 0.03% | 0.05% | 203 | +7 | 0.06% | Q1 2026 | Apr 29, 2026 |
| Occidental Asset Management, LLC | History | Added to | 11,502 | 1,111 | 0.13% | 0.13% | 204 | +281 | 2.5% | Q1 2026 | Apr 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 11,412 | 1,102 | 0.01% | 0.01% | 205 | +2,189 | 23.73% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 11,341 | 1,095 | 0.01% | 0.01% | 206 | +1,497 | 15.21% | Q1 2026 | May 15, 2026 |
| Bill Few Associates, Inc. | History | Added to | 11,331 | 1,094 | 0.26% | 0.21% | 207 | +2,058 | 22.19% | Q1 2026 | Apr 08, 2026 |
| Visionary Wealth Advisors | History | Added to | 11,283 | 1,090 | 0.05% | 0.04% | 208 | +1,265 | 12.63% | Q1 2026 | May 13, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 11,213 | 1,083 | 0.04% | 0.04% | 209 | +206 | 1.87% | Q1 2026 | May 07, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 11,143 | 1,076 | 1.62% | 0.66% | 210 | +6,503 | 140.15% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 11,059 | 1,068 | 0.0% | 0.0% | 211 | +3,079 | 38.58% | Q1 2026 | May 14, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 10,847 | 1,048 | 0.08% | 0.07% | 212 | +96 | 0.89% | Q1 2026 | Apr 10, 2026 |
| PSI Advisors, LLC | History | Added to | 10,773 | 1,040 | 0.25% | 0.25% | 213 | +97 | 0.91% | Q1 2026 | May 14, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 10,614 | 1,025 | 0.35% | 0.35% | 214 | -24 | -0.23% | Q1 2026 | May 04, 2026 |
| Diligent Investors, LLC | History | Reduced | 10,515 | 1,015 | 0.25% | 0.25% | 215 | -284 | -2.63% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 10,385 | 1,003 | 0.01% | 0.01% | 216 | -68 | -0.65% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 10,046 | 970 | 0.09% | 0.06% | 217 | +2,926 | 41.1% | Q1 2026 | Apr 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 9,860 | 952 | 0.01% | 0.01% | 218 | -315 | -3.1% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 9,745 | 941 | 0.01% | 0.01% | 219 | +1,222 | 14.34% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 9,538 | 935 | 0.08% | 0.08% | 220 | +288 | 3.11% | Q1 2026 | May 11, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 9,318 | 900 | 0.62% | 0.56% | 221 | -22 | -0.24% | Q1 2026 | May 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 9,286 | 897 | 0.05% | 0.05% | 222 | +4,645 | 100.09% | Q1 2026 | Apr 22, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 9,252 | 893 | 0.03% | 0.02% | 223 | +2,222 | 31.61% | Q1 2026 | Apr 20, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 9,021 | 871 | 0.0% | 0.0% | 224 | -156 | -1.7% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 9,011 | 870 | 0.01% | 0.01% | 225 | +245 | 2.79% | Q1 2026 | May 01, 2026 |
| One Capital Management, LLC | History | Added to | 8,964 | 866 | 0.02% | 0.02% | 226 | +195 | 2.22% | Q1 2026 | May 12, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 8,933 | 863 | 0.26% | 0.24% | 227 | +204 | 2.34% | Q1 2026 | Apr 22, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 8,830 | 853 | 0.04% | 0.04% | 228 | -965 | -9.85% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 8,740 | 844 | 0.0% | 0.0% | 229 | -321 | -3.54% | Q1 2026 | May 05, 2026 |
| Keystone Wealth Services, LLC | History | New | 8,671 | 837 | 0.18% | — | 231 | +8,671 | New | Q1 2026 | May 13, 2026 |
| Midwest Trust Co | History | Added to | 8,667 | 837 | 0.01% | 0.01% | 230 | +123 | 1.44% | Q1 2026 | May 01, 2026 |
| Topel & Distasi Wealth Management, LLC | History | No change | 8,603 | 831 | 0.43% | 0.4% | 232 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CVFG LLC | History | New | 8,565 | 827 | 0.1% | — | 233 | +8,565 | New | Q1 2026 | Apr 29, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 8,510 | 822 | 0.2% | 0.15% | 234 | +2,632 | 44.78% | Q1 2026 | May 07, 2026 |
| Vestwell Advisors, LLC | History | Added to | 8,473 | 818 | 0.22% | 0.09% | 235 | +1,680 | 24.73% | Q1 2026 | May 18, 2026 |
| Idaho Trust Co | History | Reduced | 8,430 | 814 | 0.26% | 0.31% | 236 | -1,486 | -14.99% | Q1 2026 | May 08, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 8,351 | 806 | 0.35% | 1.06% | 237 | -20,779 | -71.33% | Q1 2026 | May 01, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 8,194 | 791 | 0.2% | 0.2% | 238 | +292 | 3.7% | Q1 2026 | Apr 29, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 8,146 | 787 | 0.23% | 0.23% | 239 | -117 | -1.42% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 7,994 | 772 | 0.01% | 0.01% | 240 | -89 | -1.1% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 7,965 | 769 | 0.0% | 0.0% | 241 | -98 | -1.22% | Q1 2026 | May 11, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 7,874 | 760 | 0.49% | 0.52% | 242 | -629 | -7.4% | Q1 2026 | May 08, 2026 |
| Slagle Financial, LLC | History | Added to | 7,552 | 729 | 0.24% | 0.24% | 243 | +346 | 4.8% | Q1 2026 | May 01, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 7,539 | 728 | 0.19% | 0.16% | 244 | +135 | 1.82% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,502 | 724 | 0.0% | 0.0% | 245 | +6,785 | 946.3% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 7,695 | 724 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 7,452 | 720 | 0.02% | 0.02% | 247 | -732 | -8.94% | Q1 2026 | May 14, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 7,347 | 709 | 0.08% | 0.07% | 248 | -39 | -0.53% | Q1 2026 | Apr 21, 2026 |
| BURNEY CO/ | History | Reduced | 7,310 | 706 | 0.02% | 0.03% | 249 | -2,252 | -23.55% | Q1 2026 | Apr 29, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 6,666 | 695 | 0.04% | 0.04% | 250 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Asset Dedication, LLC | History | No change | 7,324 | 689 | 0.05% | 0.05% | 251 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CENTRAL TRUST Co | History | Reduced | 7,111 | 687 | 0.01% | 0.01% | 252 | -103 | -1.43% | Q1 2026 | Apr 17, 2026 |
| LexAurum Advisors, LLC | History | New | 6,924 | 668 | 0.09% | — | 253 | +6,924 | New | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,776 | 660 | 0.01% | 0.01% | 254 | -457 | -6.32% | Q1 2026 | Apr 07, 2026 |
| Diversified Investment Strategies, LLC | History | Added to | 6,787 | 655 | 0.42% | 0.41% | 255 | +150 | 2.26% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,584 | 636 | 0.0% | 0.0% | 256 | -184 | -2.72% | Q1 2026 | May 14, 2026 |
| Intrua Financial, LLC | History | Added to | 6,442 | 622 | 0.06% | 0.06% | 257 | +747 | 13.12% | Q1 2026 | Apr 23, 2026 |
| Smart Portfolios, LLC | History | Reduced | 6,435 | 621 | 0.62% | 0.6% | 258 | -20 | -0.31% | Q1 2026 | May 01, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Reduced | 6,370 | 615 | 0.06% | 0.06% | 259 | -1,285 | -16.79% | Q1 2026 | May 15, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 6,350 | 613 | 0.26% | 0.26% | 260 | -198 | -3.02% | Q1 2026 | May 15, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 6,285 | 607 | 0.08% | 0.07% | 261 | -32 | -0.51% | Q1 2026 | Apr 08, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 6,255 | 604 | 0.01% | 0.03% | 263 | -10,086 | -61.72% | Q1 2026 | May 18, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 6,410 | 604 | 0.16% | 0.16% | 262 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AlphaCore Capital LLC | History | Reduced | 6,169 | 596 | 0.01% | 0.02% | 264 | -5,420 | -46.77% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 6,157 | 594 | 0.05% | 0.05% | 265 | +56 | 0.92% | Q1 2026 | Apr 22, 2026 |
| Eagle Strategies LLC | History | Added to | 6,078 | 587 | 0.07% | 0.07% | 266 | +126 | 2.12% | Q1 2026 | Apr 20, 2026 |
| Atlas Brown,Inc. | History | Reduced | 6,039 | 583 | 0.18% | 0.17% | 267 | -100 | -1.63% | Q1 2026 | Apr 17, 2026 |
| Navigate Wealth Management, LLC | History | New | 5,498 | 582 | 0.41% | — | 268 | +5,498 | New | Q1 2026 | Apr 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 5,915 | 571 | 0.0% | 0.0% | 269 | +1,014 | 20.69% | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | Reduced | 5,815 | 561 | 0.02% | 0.02% | 270 | -3,593 | -38.19% | Q1 2026 | May 04, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 5,771 | 557 | 0.57% | 0.54% | 271 | +275 | 5.0% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 5,732 | 553 | 0.01% | 0.01% | 272 | +432 | 8.15% | Q1 2026 | May 13, 2026 |
| Inspire Advisors, LLC | History | Added to | 5,636 | 544 | 0.04% | 0.03% | 273 | +1,825 | 47.89% | Q1 2026 | May 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 5,557 | 536 | 0.02% | 0.02% | 274 | -98 | -1.73% | Q1 2026 | May 14, 2026 |
| First City Capital Management, Inc. | History | Added to | 5,523 | 533 | 0.28% | 0.27% | 275 | +95 | 1.75% | Q1 2026 | Apr 17, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 5,507 | 532 | 0.0% | 0.01% | 276 | -1,413 | -20.42% | Q1 2026 | May 01, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 5,470 | 528 | 0.21% | 0.2% | 277 | +8 | 0.15% | Q1 2026 | Apr 08, 2026 |
| Richmond Investment Services, LLC | History | Added to | 5,461 | 527 | 0.09% | 0.04% | 278 | +3,114 | 132.68% | Q1 2026 | Apr 29, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 5,406 | 522 | 0.0% | 0.0% | 279 | -33,423 | -86.08% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 5,371 | 518 | 0.01% | — | 280 | +5,371 | New | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | No change | 5,303 | 512 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | New | 5,251 | 507 | 0.01% | — | 282 | +5,251 | New | Q1 2026 | Apr 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 4,794 | 505 | 0.01% | — | 284 | +4,794 | New | Q1 2026 | May 01, 2026 |
| Advisor Resource Council | History | Reduced | 5,235 | 505 | 0.16% | 0.19% | 283 | -105 | -1.97% | Q1 2026 | May 07, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 5,180 | 500 | 0.08% | 0.08% | 285 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 5,141 | 496 | 0.01% | — | 286 | +5,141 | New | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 5,092 | 491 | 0.07% | 0.07% | 287 | -43 | -0.84% | Q1 2026 | May 13, 2026 |
| Fairscale Capital, LLC | History | No change | 5,056 | 488 | 0.34% | 0.32% | 288 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 5,042 | 487 | 0.14% | 0.16% | 289 | -315 | -5.88% | Q1 2026 | Apr 30, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 5,035 | 486 | 0.2% | 0.18% | 290 | +136 | 2.78% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,996 | 482 | 0.04% | 0.03% | 291 | +6 | 0.12% | Q1 2026 | May 05, 2026 |
| Grant Private Wealth Management Inc | History | Reduced | 4,933 | 476 | 0.25% | 0.37% | 292 | -1,500 | -23.32% | Q1 2026 | Apr 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,870 | 470 | 0.0% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Urban Financial Advisory Corp | History | Reduced | 4,770 | 460 | 0.16% | 0.18% | 295 | -85 | -1.75% | Q1 2026 | May 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 4,764 | 460 | 0.01% | 0.01% | 294 | -45 | -0.94% | Q1 2026 | Apr 29, 2026 |
| Essex Financial Services, Inc. | History | No change | 4,745 | 458 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 4,734 | 457 | 0.01% | 0.02% | 297 | -484 | -9.28% | Q1 2026 | Apr 09, 2026 |
| NORDEN GROUP LLC | History | Added to | 4,737 | 457 | 0.04% | 0.04% | 299 | +41 | 0.87% | Q1 2026 | Apr 15, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 4,735 | 457 | 0.14% | 0.13% | 298 | +2 | 0.04% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 4,711 | 455 | 0.02% | 0.02% | 300 | -550 | -10.45% | Q1 2026 | May 12, 2026 |