SPDR SERIES TRUST - SLYV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 5,171,149 | 489,087 | 0.13% | 0.14% | 1 | -482,413 | -8.53% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,083,473 | 102,474 | 0.21% | 0.2% | 2 | -77,057 | -6.64% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,044,189 | 98,759 | 0.01% | 0.01% | 3 | -325,415 | -23.76% | Q1 2026 | May 15, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 1,008,055 | 95,341 | 12.53% | 12.67% | 4 | +6,109 | 0.61% | Q1 2026 | May 12, 2026 |
| NorthRock Partners, LLC | History | Added to | 797,912 | 75,466 | 1.22% | 1.2% | 5 | +16,239 | 2.08% | Q1 2026 | May 15, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 791,132 | 74,825 | 3.62% | 3.71% | 6 | -88,013 | -10.01% | Q1 2026 | Apr 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 596,186 | 56,489 | 0.01% | 0.01% | 7 | -117,392 | -16.45% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 556,444 | 52,628 | 0.0% | 0.0% | 8 | +57,912 | 11.62% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 380,646 | 36,001 | 1.01% | 0.94% | 9 | +10,447 | 2.82% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 354,764 | 33,553 | 0.02% | 0.03% | 10 | -103,415 | -22.57% | Q1 2026 | May 12, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 323,904 | 30,634 | 3.12% | 3.08% | 11 | -9,935 | -2.98% | Q1 2026 | May 04, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 310,080 | 29,603 | 1.79% | 1.75% | 12 | -7,637 | -2.4% | Q1 2026 | Apr 07, 2026 |
| Dean, Jacobson Financial Services, LLC | History | Added to | 290,705 | 27,494 | 16.89% | 16.45% | 13 | +5,634 | 1.98% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 300,150 | 27,306 | 0.18% | 0.2% | 14 | -17,058 | -5.38% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 286,054 | 27,054 | 0.04% | 0.04% | 15 | -3,620 | -1.25% | Q1 2026 | May 15, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 284,817 | 26,937 | 2.26% | 2.2% | 16 | -3,039 | -1.06% | Q1 2026 | Apr 20, 2026 |
| Klingman & Associates, LLC | History | Reduced | 281,041 | 26,580 | 1.27% | 1.24% | 17 | -757 | -0.27% | Q1 2026 | May 14, 2026 |
| Evensky & Katz LLC | History | Reduced | 266,705 | 25,225 | 1.43% | 1.43% | 18 | -11,775 | -4.23% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 261,675 | 24,749 | 0.0% | 0.0% | 19 | +8,494 | 3.35% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Reduced | 257,619 | 24,365 | 0.03% | 0.03% | 20 | -11,130 | -4.14% | Q1 2026 | May 14, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 255,802 | 24,193 | 1.5% | 2.08% | 21 | -130,619 | -33.8% | Q1 2026 | May 14, 2026 |
| American Financial Advisors, LLC | History | Reduced | 249,707 | 23,617 | 3.15% | 3.0% | 22 | -5,931 | -2.32% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 235,509 | 22,274 | 0.17% | 0.03% | 23 | +190,080 | 418.41% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 230,860 | 21,834 | 0.01% | 0.01% | 24 | +14,533 | 6.72% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 227,746 | 21,544 | 0.03% | 0.03% | 25 | +19,697 | 9.47% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 218,603 | 20,675 | 0.3% | 0.39% | 26 | -38,726 | -15.05% | Q1 2026 | May 11, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 215,562 | 20,387 | 1.82% | — | 27 | +215,562 | New | Q1 2026 | Apr 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 212,970 | 20,142 | 0.02% | 0.05% | 28 | -329,556 | -60.74% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 211,783 | 20,108 | 0.04% | 0.05% | 29 | -190,067 | -47.3% | Q1 2026 | Apr 08, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 209,172 | 19,783 | 0.67% | 0.63% | 30 | +1,427 | 0.69% | Q1 2026 | May 07, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 202,964 | 19,196 | 7.53% | 7.27% | 31 | +6,618 | 3.37% | Q1 2026 | May 14, 2026 |
| Convergence Financial, LLC | History | Reduced | 201,126 | 19,123 | 2.03% | 2.8% | 32 | -10,015 | -4.74% | Q1 2026 | May 11, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 184,749 | 19,036 | 3.18% | 3.0% | 33 | +9,804 | 5.6% | Q1 2026 | May 08, 2026 |
| One Day In July LLC | History | Added to | 201,263 | 19,035 | 1.52% | 1.38% | 35 | +16,341 | 8.84% | Q1 2026 | May 05, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 209,249 | 19,035 | 1.71% | 1.71% | 34 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 191,988 | 18,158 | 0.03% | 0.02% | 36 | +5,298 | 2.84% | Q1 2026 | Apr 27, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 183,763 | 17,380 | 0.48% | 0.48% | 37 | -4,670 | -2.48% | Q1 2026 | May 04, 2026 |
| Key FInancial Inc | History | Added to | 183,039 | 17,311 | 3.08% | 3.02% | 38 | +1,369 | 0.75% | Q1 2026 | Apr 24, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 189,409 | 17,230 | 5.19% | 5.19% | 39 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 181,789 | 17,193 | 0.71% | 0.67% | 40 | +1,713 | 0.95% | Q1 2026 | Apr 21, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 174,641 | 15,887 | 1.03% | 1.03% | 41 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Private Advisor Group, LLC | History | Added to | 159,120 | 15,049 | 0.07% | 0.03% | 42 | +99,856 | 168.49% | Q1 2026 | Apr 24, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 159,064 | 15,044 | 0.98% | 0.96% | 43 | -1,026 | -0.64% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 151,055 | 14,286 | 0.0% | 0.0% | 44 | +232 | 0.15% | Q1 2026 | May 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 147,316 | 13,933 | 0.05% | — | 45 | +147,316 | New | Q1 2026 | May 12, 2026 |
| Lutz Financial Services LLC | History | Reduced | 138,450 | 13,094 | 0.88% | 0.89% | 46 | -4,981 | -3.47% | Q1 2026 | May 04, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 137,102 | 12,967 | 5.72% | 5.9% | 47 | -4,355 | -3.08% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 132,901 | 12,367 | 0.01% | 0.01% | 48 | +22,755 | 20.66% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Added to | 128,808 | 12,182 | 1.1% | 1.11% | 49 | +1,895 | 1.49% | Q1 2026 | May 06, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 127,046 | 12,016 | 4.3% | 4.25% | 50 | -3,237 | -2.48% | Q1 2026 | Apr 23, 2026 |
| Baird Financial Group, Inc. | History | Added to | 125,097 | 11,831 | 0.02% | 0.02% | 51 | +5,588 | 4.68% | Q1 2026 | May 14, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 124,435 | 11,769 | 5.81% | 5.52% | 52 | +2,116 | 1.73% | Q1 2026 | Apr 30, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 124,281 | 11,754 | 2.67% | 2.39% | 53 | -534 | -0.43% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 122,929 | 11,627 | 0.03% | 0.03% | 54 | +477 | 0.39% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 116,557 | 11,023 | 0.26% | 0.26% | 55 | +1,849 | 1.61% | Q1 2026 | May 04, 2026 |
| BIP Wealth, LLC | History | Reduced | 115,051 | 10,881 | 0.44% | 0.41% | 56 | -11,293 | -8.94% | Q1 2026 | Apr 27, 2026 |
| Asset Dedication, LLC | History | No change | 111,605 | 10,152 | 0.67% | 0.67% | 57 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 104,203 | 9,855 | 0.74% | 0.72% | 58 | -2,384 | -2.24% | Q1 2026 | May 04, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 101,150 | 9,566 | 2.3% | 1.97% | 59 | +18,445 | 22.3% | Q1 2026 | Apr 24, 2026 |
| LPWM LLC | History | Reduced | 100,823 | 9,535 | 2.41% | 2.32% | 60 | -120 | -0.12% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Reduced | 99,810 | 9,440 | 0.02% | 0.03% | 61 | -12,275 | -10.95% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 98,386 | 9,305 | 0.01% | 0.01% | 62 | +1,663 | 1.72% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Added to | 97,343 | 9,206 | 0.1% | 0.01% | 63 | +92,810 | 2047.43% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 96,522 | 9,129 | 0.09% | 0.11% | 64 | -1,954 | -1.98% | Q1 2026 | May 13, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 94,382 | 8,926 | 0.8% | 0.82% | 65 | -2,311 | -2.39% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 91,777 | 8,680 | 0.0% | 0.0% | 66 | +346 | 0.38% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 91,209 | 8,626 | 0.01% | 0.01% | 67 | -1,087 | -1.18% | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | Reduced | 89,267 | 8,442 | 0.49% | 0.47% | 68 | -1,532 | -1.69% | Q1 2026 | May 04, 2026 |
| Capasso Planning Partners LLC | History | No change | 91,720 | 8,343 | 4.57% | 4.57% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 87,966 | 8,319 | 0.1% | 0.1% | 70 | -5,418 | -5.8% | Q1 2026 | May 06, 2026 |
| Diversified Enterprises, LLC | History | Added to | 86,591 | 8,189 | 0.45% | 0.46% | 71 | +1,267 | 1.48% | Q1 2026 | May 14, 2026 |
| TRB Wealth Management, LLC | History | New | 82,728 | 7,824 | 1.11% | — | 72 | +82,728 | New | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 82,626 | 7,814 | 0.08% | 0.08% | 73 | -926 | -1.11% | Q1 2026 | Apr 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 75,468 | 7,137 | 0.0% | 0.0% | 74 | +81 | 0.11% | Q1 2026 | May 15, 2026 |
| Arnold Financial Planning LLC | History | Reduced | 74,257 | 7,023 | 6.56% | 7.04% | 75 | -816 | -1.09% | Q1 2026 | Apr 14, 2026 |
| Trilogy Capital Inc. | History | Reduced | 71,596 | 6,771 | 0.3% | 0.29% | 76 | -948 | -1.31% | Q1 2026 | Apr 21, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 70,741 | 6,629 | 0.88% | 0.84% | 77 | +2,642 | 3.88% | Q1 2026 | Apr 30, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 69,786 | 6,600 | 2.23% | 2.53% | 78 | -13,118 | -15.82% | Q1 2026 | Apr 08, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 69,224 | 6,537 | 0.19% | 0.22% | 79 | -6,885 | -9.05% | Q1 2026 | Apr 09, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 68,930 | 6,519 | 0.09% | 0.09% | 80 | -3,205 | -4.44% | Q1 2026 | May 12, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 67,092 | 6,345 | 1.16% | 1.12% | 81 | -136 | -0.2% | Q1 2026 | May 06, 2026 |
| WealthShield Partners, LLC | History | Reduced | 66,515 | 6,291 | 0.7% | 0.67% | 82 | -86 | -0.13% | Q1 2026 | May 01, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 66,472 | 6,286 | 0.11% | 0.11% | 83 | -77 | -0.12% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 64,802 | 6,128 | 0.01% | 0.01% | 84 | -1,688 | -2.54% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 64,788 | 6,128 | 0.0% | 0.0% | 85 | +1,399 | 2.21% | Q1 2026 | May 15, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 63,149 | 5,972 | 0.92% | 0.93% | 86 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 62,155 | 5,878 | 0.46% | 0.35% | 87 | +14,017 | 29.12% | Q1 2026 | May 07, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 62,074 | 5,871 | 2.29% | 2.18% | 88 | +317 | 0.51% | Q1 2026 | May 07, 2026 |
| Roberts Financial Services LLC | History | Reduced | 61,537 | 5,820 | 1.85% | 2.1% | 89 | -11,981 | -16.3% | Q1 2026 | Apr 15, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 61,535 | 5,819 | 0.87% | 0.92% | 90 | -2,568 | -4.01% | Q1 2026 | Apr 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 61,156 | 5,784 | 0.12% | 0.12% | 91 | -5,009 | -7.57% | Q1 2026 | Apr 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 59,211 | 5,600 | 0.13% | 0.14% | 92 | -2,331 | -3.79% | Q1 2026 | May 15, 2026 |
| Probity Advisors, Inc. | History | Reduced | 55,958 | 5,292 | 0.84% | 0.83% | 93 | -856 | -1.51% | Q1 2026 | Apr 28, 2026 |
| McAdam, LLC | History | Reduced | 55,589 | 5,257 | 0.24% | 0.25% | 94 | -3,573 | -6.04% | Q1 2026 | May 08, 2026 |
| Midwest Trust Co | History | Reduced | 53,793 | 5,087 | 0.06% | 0.06% | 95 | -313 | -0.58% | Q1 2026 | May 01, 2026 |
| Marathon Mission, Inc. | History | Reduced | 53,773 | 5,085 | 2.96% | 2.84% | 96 | -155 | -0.29% | Q1 2026 | Apr 17, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 52,255 | 4,962 | 0.44% | 0.44% | 97 | -1,137 | -2.13% | Q1 2026 | May 11, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 51,787 | 4,898 | 3.2% | 3.01% | 98 | +532 | 1.04% | Q1 2026 | Apr 28, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 51,231 | 4,845 | 0.7% | 0.69% | 99 | -770 | -1.48% | Q1 2026 | May 13, 2026 |
| Nvest Wealth Strategies, Inc. | History | Reduced | 50,231 | 4,750 | 3.32% | 3.4% | 100 | -696 | -1.37% | Q1 2026 | Apr 13, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 47,453 | 4,488 | 0.45% | 0.45% | 101 | -1,573 | -3.21% | Q1 2026 | May 15, 2026 |
| New Hampshire Trust | History | Reduced | 46,771 | 4,423 | 0.89% | 0.83% | 102 | -127 | -0.27% | Q1 2026 | Apr 20, 2026 |
| Hamilton Capital, LLC | History | Reduced | 46,515 | 4,399 | 0.23% | 0.23% | 103 | -4,596 | -8.99% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 45,843 | 4,335 | 0.01% | 0.01% | 104 | -8,177 | -15.14% | Q1 2026 | May 04, 2026 |
| Savant Capital, LLC | History | Reduced | 45,232 | 4,278 | 0.02% | 0.03% | 105 | -13,137 | -22.51% | Q1 2026 | May 04, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 43,949 | 4,156 | 1.47% | 1.49% | 106 | -157 | -0.36% | Q1 2026 | May 11, 2026 |
| May Barnhard Investments LLC | History | Reduced | 43,229 | 4,088 | 1.98% | 2.05% | 107 | -4,516 | -9.46% | Q1 2026 | May 13, 2026 |
| Sankala Group LLC | History | Added to | 43,237 | 4,063 | 3.32% | 3.28% | 108 | +1,439 | 3.44% | Q1 2026 | Mar 31, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 39,634 | 4,049 | 0.09% | 0.09% | 109 | +481 | 1.23% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 41,943 | 3,965 | 0.01% | 0.01% | 110 | -14,011 | -25.04% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Reduced | 39,039 | 3,901 | 0.13% | 0.13% | 111 | -629 | -1.59% | Q1 2026 | Apr 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 39,549 | 3,740 | 0.01% | 0.01% | 112 | -211 | -0.53% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 39,401 | 3,730 | 0.04% | 0.05% | 113 | -6,911 | -14.92% | Q1 2026 | Apr 07, 2026 |
| BAILARD, INC. | History | Added to | 38,433 | 3,634 | 0.08% | 0.08% | 114 | +513 | 1.35% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 38,034 | 3,597 | 0.0% | 0.01% | 115 | -4,501 | -10.58% | Q1 2026 | Apr 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 38,022 | 3,596 | 0.0% | 0.0% | 116 | +6,910 | 22.21% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 37,815 | 3,576 | 0.01% | 0.01% | 117 | +3,903 | 11.51% | Q1 2026 | May 11, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 36,331 | 3,436 | 0.67% | 0.63% | 118 | +197 | 0.55% | Q1 2026 | May 13, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 36,043 | 3,408 | 0.72% | 0.65% | 119 | -41 | -0.11% | Q1 2026 | Apr 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 36,013 | 3,406 | 0.13% | 0.12% | 120 | +2,096 | 6.18% | Q1 2026 | May 14, 2026 |
| Marotta Asset Management | History | Reduced | 35,663 | 3,376 | 0.62% | 0.72% | 121 | -7,003 | -16.41% | Q1 2026 | Apr 27, 2026 |
| Facet Wealth, Inc. | History | Reduced | 34,731 | 3,284 | 0.06% | 0.06% | 122 | -1,416 | -3.92% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 34,035 | 3,219 | 0.01% | 0.01% | 123 | -728 | -2.09% | Q1 2026 | Apr 30, 2026 |
| Canandaigua National Trust Co of Florida | History | Added to | 33,548 | 3,172 | 2.55% | 1.83% | 124 | +1,470 | 4.58% | Q1 2026 | Apr 08, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 33,317 | 3,151 | 0.22% | 0.22% | 125 | -231 | -0.69% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | New | 33,199 | 3,140 | 0.01% | — | 126 | +33,199 | New | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | Reduced | 33,173 | 3,137 | 0.1% | 0.1% | 127 | -659 | -1.95% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 33,155 | 3,135 | 0.02% | 0.02% | 128 | -4,272 | -11.41% | Q1 2026 | May 11, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 32,945 | 3,115 | 1.25% | 1.31% | 129 | -2,330 | -6.61% | Q1 2026 | Apr 23, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 32,252 | 3,050 | 0.25% | 0.26% | 130 | -189 | -0.58% | Q1 2026 | May 05, 2026 |
| Partners in Financial Planning | History | Added to | 31,721 | 3,000 | 0.5% | 0.48% | 131 | +332 | 1.06% | Q1 2026 | May 11, 2026 |
| Meredith Wealth Planning | History | Added to | 31,086 | 2,940 | 0.8% | 0.82% | 132 | +656 | 2.16% | Q1 2026 | Apr 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 30,960 | 2,928 | 0.02% | 0.02% | 133 | -1,362 | -4.21% | Q1 2026 | May 12, 2026 |
| Livet Wealth, LLC | History | Reduced | 30,485 | 2,883 | 1.83% | 1.73% | 134 | -314 | -1.02% | Q1 2026 | Apr 24, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 30,390 | 2,874 | 0.23% | 0.23% | 135 | -1,470 | -4.61% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 28,026 | 2,858 | 0.05% | 0.15% | 136 | -6,328 | -18.42% | Q1 2026 | May 01, 2026 |
| Junk Investment Group, LLC | History | New | 29,985 | 2,835 | 1.49% | — | 137 | +29,985 | New | Q1 2026 | May 08, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 28,030 | 2,651 | 0.6% | 0.59% | 138 | -330 | -1.16% | Q1 2026 | Apr 02, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 27,967 | 2,645 | 0.02% | 0.03% | 139 | +439 | 1.59% | Q1 2026 | May 15, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 27,666 | 2,616 | 1.23% | 0.51% | 140 | +14,996 | 118.36% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 28,243 | 2,615 | 0.0% | 0.0% | 141 | +6,105 | 27.58% | Q1 2026 | May 13, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 27,486 | 2,599 | 0.15% | 0.14% | 142 | -992 | -3.48% | Q1 2026 | May 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 27,366 | 2,588 | 0.01% | 0.01% | 143 | +330 | 1.22% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 27,294 | 2,582 | 0.03% | 0.03% | 144 | -1,056 | -3.72% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 26,633 | 2,518 | 0.07% | 0.02% | 145 | +20,275 | 318.89% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 26,604 | 2,516 | 0.16% | 0.16% | 146 | +277 | 1.05% | Q1 2026 | Apr 15, 2026 |
| MidFirst Bank | History | Added to | 26,409 | 2,497 | 0.21% | 0.19% | 147 | +548 | 2.12% | Q1 2026 | May 15, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 26,219 | 2,479 | 0.55% | 0.57% | 148 | -2,156 | -7.6% | Q1 2026 | Apr 03, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Added to | 25,881 | 2,447 | 2.34% | 1.85% | 149 | +4,969 | 23.76% | Q1 2026 | May 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 25,676 | 2,428 | 0.12% | 0.11% | 150 | +77 | 0.3% | Q1 2026 | Apr 28, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 23,621 | 2,334 | 1.23% | 0.12% | 151 | +20,745 | 721.31% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 24,385 | 2,306 | 0.03% | 0.03% | 152 | -1,464 | -5.66% | Q1 2026 | Apr 16, 2026 |
| Blue Barn Wealth, LLC | History | No change | 25,127 | 2,285 | 3.33% | 3.33% | 153 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CM WEALTH ADVISORS LLC | History | Reduced | 23,904 | 2,260 | 0.48% | 0.5% | 154 | -277 | -1.15% | Q1 2026 | May 08, 2026 |
| Blue Capital, Inc. | History | New | 23,394 | 2,212 | 1.44% | — | 155 | +23,394 | New | Q1 2026 | Apr 24, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 22,917 | 2,167 | 0.74% | 0.72% | 156 | +47 | 0.21% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 22,884 | 2,164 | 0.01% | 0.01% | 157 | +102 | 0.45% | Q1 2026 | May 15, 2026 |
| Quartz Partners, LLC | History | New | 22,594 | 2,136 | 0.83% | — | 158 | +22,594 | New | Q1 2026 | May 05, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 22,517 | 2,129 | 0.03% | 0.03% | 159 | -723 | -3.11% | Q1 2026 | May 01, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 22,401 | 2,118 | 0.75% | 0.78% | 160 | -1,154 | -4.9% | Q1 2026 | Apr 21, 2026 |
| Summit Financial, LLC | History | Added to | 22,218 | 2,101 | 0.03% | 0.01% | 161 | +18,033 | 430.9% | Q1 2026 | May 15, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 22,076 | 2,087 | 1.01% | 0.97% | 162 | -30 | -0.14% | Q1 2026 | May 07, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 21,925 | 2,073 | 0.07% | 0.07% | 163 | -1,052 | -4.58% | Q1 2026 | Apr 14, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 21,681 | 2,050 | 0.35% | 0.35% | 164 | -81 | -0.37% | Q1 2026 | Apr 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 21,665 | 2,049 | 0.04% | 0.04% | 165 | -1,363 | -5.92% | Q1 2026 | May 01, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 21,638 | 2,046 | 0.27% | 0.28% | 166 | +2,023 | 10.31% | Q1 2026 | Apr 08, 2026 |
| Indie Asset Partners, LLC | History | Reduced | 21,598 | 2,042 | 2.33% | 2.24% | 167 | -488 | -2.21% | Q1 2026 | May 08, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 21,570 | 2,040 | 0.19% | 0.19% | 168 | -606 | -2.73% | Q1 2026 | May 13, 2026 |
| Payne Capital Management, LLC | History | Added to | 21,337 | 2,018 | 0.61% | 0.6% | 169 | +305 | 1.45% | Q1 2026 | May 08, 2026 |
| Kassira Wealth Management LLC | History | Added to | 21,138 | 1,999 | 1.84% | 1.82% | 170 | +86 | 0.41% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | Added to | 20,879 | 1,974 | 0.0% | 0.0% | 171 | +488 | 2.39% | Q1 2026 | May 06, 2026 |
| Bill Few Associates, Inc. | History | Added to | 20,799 | 1,967 | 0.47% | 0.44% | 172 | +1,038 | 5.25% | Q1 2026 | Apr 08, 2026 |
| Ignite Planners, LLC | History | Reduced | 20,783 | 1,959 | 0.3% | 0.31% | 173 | -197 | -0.94% | Q1 2026 | Apr 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 21,440 | 1,950 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 20,387 | 1,928 | 0.15% | 0.14% | 175 | +91 | 0.45% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 20,317 | 1,922 | 0.03% | 0.04% | 176 | +50 | 0.25% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 20,114 | 1,902 | 0.0% | 0.0% | 177 | +1,609 | 8.69% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 19,921 | 1,884 | 0.0% | 0.0% | 178 | +13,826 | 226.84% | Q1 2026 | May 12, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 19,916 | 1,883 | 0.36% | 0.33% | 179 | +2,431 | 13.9% | Q1 2026 | Apr 21, 2026 |
| Sensible Money, LLC | History | Reduced | 19,861 | 1,878 | 0.57% | 0.58% | 180 | -150 | -0.75% | Q1 2026 | Apr 21, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 19,848 | 1,877 | 0.21% | 0.21% | 181 | -572 | -2.8% | Q1 2026 | May 05, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 19,764 | 1,869 | 0.16% | 0.07% | 182 | +11,697 | 145.0% | Q1 2026 | Apr 09, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 19,417 | 1,836 | 0.19% | 0.28% | 183 | -3,392 | -14.87% | Q1 2026 | Apr 23, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 19,059 | 1,802 | 0.08% | 0.08% | 184 | -62 | -0.32% | Q1 2026 | May 06, 2026 |
| Trueblood Wealth Management, LLC | History | Reduced | 19,023 | 1,799 | 0.7% | 0.68% | 185 | -146 | -0.76% | Q1 2026 | Apr 21, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 18,646 | 1,763 | 0.01% | 0.01% | 186 | +189 | 1.02% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 18,597 | 1,758 | 0.0% | 0.0% | 187 | +3,699 | 24.83% | Q1 2026 | May 14, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 18,539 | 1,753 | 0.72% | 0.78% | 188 | -1,770 | -8.72% | Q1 2026 | Apr 08, 2026 |
| Opus Capital Group, LLC | History | Added to | 18,476 | 1,747 | 0.19% | 0.18% | 189 | +8 | 0.04% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 18,192 | 1,720 | 0.01% | 0.01% | 190 | -966 | -5.04% | Q1 2026 | May 05, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 18,069 | 1,708 | 0.21% | 0.2% | 191 | -118 | -0.65% | Q1 2026 | Apr 08, 2026 |
| Diversified Trust Co | History | No change | 18,053 | 1,707 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 17,641 | 1,668 | 0.47% | 0.49% | 193 | -73 | -0.41% | Q1 2026 | Apr 24, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 17,363 | 1,642 | 0.03% | 0.04% | 194 | -4,178 | -19.4% | Q1 2026 | Apr 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 16,990 | 1,606 | 0.05% | 0.06% | 195 | -738 | -4.16% | Q1 2026 | Apr 07, 2026 |
| XTX Topco Ltd | History | Reduced | 15,996 | 1,512 | 0.03% | 0.04% | 196 | -227 | -1.4% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 15,980 | 1,511 | 0.0% | 0.0% | 197 | -11,672 | -42.21% | Q1 2026 | May 15, 2026 |
| ERn Financial, LLC | History | Reduced | 15,954 | 1,508 | 0.28% | 0.29% | 198 | -800 | -4.77% | Q1 2026 | Apr 24, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 15,652 | 1,480 | 0.26% | 0.27% | 199 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LTG Capital LLC | History | Reduced | 15,647 | 1,479 | 1.13% | 1.12% | 200 | -134 | -0.85% | Q1 2026 | May 15, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 15,510 | 1,466 | 0.16% | 0.23% | 201 | -8,076 | -34.24% | Q1 2026 | Apr 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 15,405 | 1,457 | 0.02% | 0.02% | 202 | +2,990 | 24.08% | Q1 2026 | Apr 23, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 15,060 | 1,424 | 0.32% | 0.31% | 203 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 14,998 | 1,418 | 0.0% | 0.0% | 204 | +346 | 2.36% | Q1 2026 | May 15, 2026 |
| Avant Financial Advisors LLC | History | No change | 14,916 | 1,410 | 0.99% | 0.97% | 205 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Firestone Capital Management | History | Added to | 14,674 | 1,387 | 0.29% | 0.27% | 206 | +634 | 4.52% | Q1 2026 | May 08, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 14,420 | 1,363 | 0.96% | 0.97% | 207 | -1,889 | -11.58% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 14,308 | 1,353 | 0.0% | 0.0% | 208 | -50,703 | -77.99% | Q1 2026 | May 15, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 14,171 | 1,340 | 0.73% | 0.7% | 209 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kendall Capital Management | History | No change | 14,000 | 1,324 | 0.27% | 0.27% | 210 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 13,688 | 1,294 | 0.14% | 0.15% | 211 | -538 | -3.78% | Q1 2026 | Apr 14, 2026 |
| American Investment Services, Inc. | History | No change | 13,581 | 1,284 | 0.29% | 0.29% | 212 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 13,530 | 1,279 | 0.18% | 0.18% | 213 | +414 | 3.16% | Q1 2026 | Apr 24, 2026 |
| Liberty Capital Management, Inc. | History | No change | 14,000 | 1,273 | 0.24% | 0.24% | 214 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 13,420 | 1,269 | 0.6% | 0.6% | 215 | -2,080 | -13.42% | Q1 2026 | Apr 14, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 12,959 | 1,225 | 0.31% | 0.31% | 216 | -371 | -2.78% | Q1 2026 | Apr 09, 2026 |
| Texas Yale Capital Corp. | History | No change | 12,345 | 1,167 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Occidental Asset Management, LLC | History | Added to | 12,248 | 1,158 | 0.14% | 0.13% | 218 | +251 | 2.09% | Q1 2026 | Apr 15, 2026 |
| Composition Wealth, LLC | History | Added to | 12,217 | 1,155 | 0.02% | 0.02% | 219 | +42 | 0.34% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 12,148 | 1,148 | 0.0% | 0.0% | 220 | +8,869 | 270.48% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12,136 | 1,147 | 0.02% | 0.0% | 221 | +10,578 | 678.95% | Q1 2026 | May 15, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 12,005 | 1,135 | 0.53% | 0.51% | 222 | +132 | 1.11% | Q1 2026 | Apr 08, 2026 |
| Graney & King, LLC | History | Reduced | 11,984 | 1,133 | 0.61% | 0.66% | 223 | -370 | -2.99% | Q1 2026 | May 18, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 11,964 | 1,131 | 0.78% | 0.7% | 224 | -48 | -0.4% | Q1 2026 | May 07, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 11,890 | 1,124 | 0.55% | 0.55% | 225 | -167 | -1.39% | Q1 2026 | May 05, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 11,834 | 1,119 | 0.05% | 0.05% | 226 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 11,827 | 1,118 | 0.01% | 0.01% | 227 | -381 | -3.12% | Q1 2026 | May 15, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 11,717 | 1,108 | 0.71% | 0.68% | 228 | -166 | -1.4% | Q1 2026 | Apr 22, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 11,481 | 1,085 | 0.15% | 0.14% | 229 | -126 | -1.09% | Q1 2026 | May 14, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 11,388 | 1,077 | 0.28% | 0.26% | 231 | +1,043 | 10.08% | Q1 2026 | Apr 21, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 11,388 | 1,077 | 0.08% | 0.07% | 230 | +479 | 4.39% | Q1 2026 | Apr 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 11,260 | 1,064 | 0.0% | 0.0% | 232 | -931 | -7.64% | Q1 2026 | May 07, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 11,249 | 1,063 | 0.62% | 0.62% | 233 | +40 | 0.36% | Q1 2026 | Apr 23, 2026 |
| Balance Wealth, LLC | History | Reduced | 11,070 | 1,047 | 0.33% | 0.73% | 234 | -13,985 | -55.82% | Q1 2026 | Apr 20, 2026 |
| CIBC Asset Management Inc | History | New | 11,000 | 1,040 | 0.0% | — | 235 | +11,000 | New | Q1 2026 | May 12, 2026 |
| Fiduciary Alliance LLC | History | Added to | 10,439 | 1,038 | 0.06% | 0.05% | 236 | +1,317 | 14.44% | Q1 2026 | Apr 20, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 10,875 | 1,028 | 0.1% | 0.12% | 237 | -1,924 | -15.03% | Q1 2026 | Apr 27, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 10,876 | 1,028 | 0.27% | 0.28% | 238 | -461 | -4.07% | Q1 2026 | Apr 23, 2026 |
| BlackRock, Inc. | History | Added to | 10,863 | 1,027 | 0.0% | 0.0% | 239 | +1,043 | 10.62% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | New | 10,580 | 1,000 | 0.02% | — | 240 | +10,580 | New | Q1 2026 | May 18, 2026 |
| Quent Capital, LLC | History | Reduced | 10,474 | 990 | 0.07% | 0.07% | 241 | -278 | -2.59% | Q1 2026 | Apr 28, 2026 |
| Diligent Investors, LLC | History | Reduced | 10,419 | 985 | 0.24% | 0.24% | 242 | -227 | -2.13% | Q1 2026 | Apr 15, 2026 |
| Capital Squared Financial LLC | History | Added to | 10,357 | 979 | 0.75% | 0.63% | 243 | +1,519 | 17.19% | Q1 2026 | May 01, 2026 |
| Keystone Financial Group | History | Added to | 10,265 | 970 | 0.07% | 0.07% | 244 | +53 | 0.52% | Q1 2026 | May 13, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 10,254 | 969 | 0.29% | 0.27% | 245 | +189 | 1.88% | Q1 2026 | Apr 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 10,225 | 967 | 0.05% | 0.04% | 246 | -28 | -0.27% | Q1 2026 | May 18, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 9,997 | 945 | 0.0% | 0.0% | 247 | -159 | -1.57% | Q1 2026 | May 06, 2026 |
| M&T BANK CORP | History | Reduced | 9,916 | 937 | 0.0% | 0.0% | 248 | -143 | -1.42% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 9,848 | 931 | 0.01% | 0.01% | 249 | -813 | -7.63% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 9,798 | 926 | 0.03% | 0.01% | 250 | -615 | -5.91% | Q1 2026 | Apr 23, 2026 |
| COMERICA BANK | History | No change | 10,154 | 923 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OneAscent Family Office, LLC | History | Added to | 9,724 | 919 | 0.64% | 0.6% | 252 | +40 | 0.41% | Q1 2026 | Apr 21, 2026 |
| Arax Advisory Partners | History | Reduced | 9,675 | 915 | 0.03% | 0.03% | 253 | -82 | -0.84% | Q1 2026 | May 13, 2026 |
| KWB Wealth | History | Reduced | 9,959 | 905 | 0.09% | 0.09% | 254 | -9 | -0.09% | Q1 2026 | Apr 08, 2026 |
| Beckerman Institutional, LLC | History | No change | 9,564 | 904 | 0.48% | 0.49% | 255 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | Added to | 9,515 | 899 | 0.0% | 0.0% | 256 | +4,050 | 74.11% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 9,473 | 895 | 0.01% | 0.01% | 257 | +217 | 2.34% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 9,220 | 872 | 0.05% | 0.04% | 258 | -327 | -3.43% | Q1 2026 | Apr 28, 2026 |
| Betterment LLC | History | Added to | 9,110 | 862 | 0.0% | 0.0% | 259 | +56 | 0.62% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 9,091 | 860 | 0.01% | 0.01% | 260 | +1,831 | 25.22% | Q1 2026 | Apr 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 9,023 | 853 | 0.04% | 0.04% | 261 | -52 | -0.57% | Q1 2026 | Apr 28, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 8,956 | 847 | 0.05% | 0.03% | 262 | -151,522 | -94.42% | Q1 2026 | May 12, 2026 |
| CVFG LLC | History | New | 8,936 | 845 | 0.11% | — | 264 | +8,936 | New | Q1 2026 | Apr 29, 2026 |
| Carter Financial Group, INC. | History | Reduced | 8,938 | 845 | 0.52% | 0.5% | 263 | -265 | -2.88% | Q1 2026 | Apr 27, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 8,913 | 843 | 0.2% | 0.15% | 265 | +2,794 | 45.66% | Q1 2026 | May 07, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 9,062 | 839 | 0.72% | 0.7% | 266 | +13 | 0.14% | Q1 2026 | Apr 27, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 8,870 | 838 | 0.21% | 0.21% | 267 | +211 | 2.44% | Q1 2026 | Apr 29, 2026 |
| BURNEY CO/ | History | Reduced | 8,855 | 837 | 0.03% | 0.03% | 268 | -2,292 | -20.56% | Q1 2026 | Apr 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 8,746 | 827 | 0.0% | 0.01% | 269 | -306 | -3.38% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | No change | 8,675 | 820 | 0.03% | 0.04% | 270 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| One Capital Management, LLC | History | Reduced | 8,545 | 808 | 0.02% | 0.02% | 271 | -230 | -2.62% | Q1 2026 | May 12, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 8,541 | 807 | 0.07% | — | 272 | +8,541 | New | Q1 2026 | May 06, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 8,472 | 801 | 0.05% | 0.05% | 273 | -402 | -4.53% | Q1 2026 | May 06, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 8,341 | 788 | 0.09% | 0.1% | 274 | -819 | -8.94% | Q1 2026 | Apr 29, 2026 |
| Clear Retirement Advice LLC | History | Reduced | 8,306 | 785 | 0.62% | 0.64% | 275 | -15 | -0.18% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 8,253 | 780 | 0.01% | 0.01% | 276 | -625 | -7.04% | Q1 2026 | Apr 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 8,225 | 777 | 0.01% | 0.01% | 277 | -25 | -0.3% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 8,197 | 775 | 0.0% | 0.0% | 278 | +1,265 | 18.25% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 8,190 | 774 | 0.02% | 0.02% | 279 | -117 | -1.41% | Q1 2026 | May 15, 2026 |
| YANKCOM Partnership | History | No change | 8,158 | 771 | 0.32% | 0.32% | 280 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BROWN ADVISORY INC | History | Reduced | 8,049 | 761 | 0.0% | 0.0% | 281 | -7,496 | -48.22% | Q1 2026 | May 15, 2026 |
| Vestwell Advisors, LLC | History | Added to | 8,052 | 761 | 0.21% | 0.1% | 282 | +299 | 3.86% | Q1 2026 | May 18, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 8,033 | 759 | 0.01% | 0.01% | 283 | +166 | 2.11% | Q1 2026 | May 08, 2026 |
| Red Tortoise LLC | History | Reduced | 7,992 | 755 | 0.31% | 0.31% | 284 | -170 | -2.08% | Q1 2026 | Apr 21, 2026 |
| Diversified Investment Strategies, LLC | History | Reduced | 7,972 | 753 | 0.48% | 0.49% | 285 | -165 | -2.03% | Q1 2026 | Apr 30, 2026 |
| Atlas Brown,Inc. | History | Reduced | 7,895 | 746 | 0.22% | 0.22% | 286 | -100 | -1.25% | Q1 2026 | Apr 17, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 7,702 | 728 | 0.12% | 0.12% | 287 | -560 | -6.78% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 7,686 | 726 | 0.06% | 0.07% | 288 | -816 | -9.6% | Q1 2026 | Apr 30, 2026 |
| Vise Technologies, Inc. | History | No change | 7,882 | 717 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | No change | 7,457 | 705 | 0.4% | 0.38% | 290 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 7,360 | 696 | 0.01% | 0.01% | 291 | -138 | -1.84% | Q1 2026 | Apr 20, 2026 |
| Visionary Wealth Advisors | History | Added to | 7,328 | 693 | 0.03% | 0.01% | 292 | +4,020 | 121.52% | Q1 2026 | May 13, 2026 |
| Pinnacle Holdings, LLC | History | New | 7,311 | 691 | 0.22% | — | 293 | +7,311 | New | Q1 2026 | May 08, 2026 |
| LexAurum Advisors, LLC | History | New | 7,258 | 686 | 0.09% | — | 294 | +7,258 | New | Q1 2026 | Apr 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 6,953 | 657 | 0.07% | 0.07% | 295 | -80 | -1.14% | Q1 2026 | Apr 15, 2026 |
| Montz Harcus Wealth Management LLC | History | Reduced | 6,896 | 652 | 0.26% | 0.26% | 296 | -95 | -1.36% | Q1 2026 | Apr 29, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 6,872 | 649 | 0.02% | 0.01% | 297 | +2,361 | 52.34% | Q1 2026 | Apr 20, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 6,825 | 645 | 0.3% | 0.34% | 298 | +23 | 0.34% | Q1 2026 | Apr 14, 2026 |
| Root Financial Partners, LLC | History | Reduced | 6,816 | 644 | 0.03% | 0.03% | 299 | -28 | -0.41% | Q1 2026 | Apr 24, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 6,764 | 639 | 0.09% | 0.1% | 300 | -1,041 | -13.34% | Q1 2026 | May 12, 2026 |