SPDR SERIES TRUST - SPTL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STATE STREET CORP | History | Reduced | 68,517,636 | 1,802,013 | 0.06% | 0.06% | 1 | -4,620,034 | -6.32% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 54,679,484 | 1,438,070 | 2.92% | 2.72% | 2 | +439,506 | 0.81% | Q1 2026 | May 14, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Added to | 22,999,752 | 604,893 | 6.87% | 4.61% | 3 | +7,602,426 | 49.37% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 21,311,468 | 560,491 | 0.03% | 0.03% | 4 | -9,411 | -0.04% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,599,817 | 383,975 | 0.03% | 0.02% | 5 | +4,995,927 | 52.02% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 12,839,418 | 337,676 | 0.05% | 0.0% | 6 | +11,761,480 | 1091.11% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,941,504 | 287,761 | 0.08% | 0.08% | 7 | +890,993 | 8.87% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 8,739,583 | 229,851 | 0.06% | 0.09% | 8 | -3,370,726 | -27.83% | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | Added to | 8,226,025 | 216,344 | 2.16% | 2.12% | 9 | +445,509 | 5.73% | Q1 2026 | Apr 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,991,614 | 157,519 | 0.01% | 0.01% | 10 | +145,140 | 2.48% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 5,830,936 | 153,353 | 0.31% | 0.31% | 11 | +34,452 | 0.59% | Q1 2026 | May 06, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 5,563,987 | 146,332 | 5.22% | 4.9% | 12 | +487,584 | 9.6% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 5,111,695 | 134,437 | 0.04% | 0.45% | 13 | -961,780 | -15.84% | Q1 2026 | May 04, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 4,314,262 | 113,465 | 3.12% | 3.1% | 14 | +123,156 | 2.94% | Q1 2026 | May 04, 2026 |
| MASON STREET ADVISORS, LLC | History | Added to | 3,998,720 | 105,166 | 10.28% | 10.41% | 15 | +1,040 | 0.03% | Q1 2026 | May 06, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 3,978,825 | 104,643 | 4.63% | 4.24% | 16 | +151,156 | 3.95% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 3,889,021 | 102,281 | 0.11% | 0.2% | 17 | -2,891,454 | -42.64% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 3,597,062 | 94,602 | 0.01% | 0.01% | 18 | -406,297 | -10.15% | Q1 2026 | May 15, 2026 |
| One Day In July LLC | History | Added to | 3,551,633 | 93,407 | 7.48% | 7.02% | 19 | +321,774 | 9.96% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 3,524,389 | 92,691 | 0.01% | 0.0% | 20 | +858,804 | 32.22% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 3,507,145 | 92,239 | 0.08% | 0.08% | 21 | +186,351 | 5.61% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,393,218 | 88,800 | 0.84% | 0.66% | 22 | +1,059,888 | 45.42% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Added to | 2,966,485 | 78,018 | 0.21% | 0.2% | 23 | +216,358 | 7.87% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,876,402 | 75,649 | 0.05% | 0.04% | 24 | +262,837 | 10.06% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,782,298 | 73,174 | 0.02% | 0.0% | 25 | +2,367,790 | 571.23% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,580,024 | 67,854 | 0.1% | 0.11% | 26 | -177,146 | -6.42% | Q1 2026 | May 15, 2026 |
| Destination Wealth Management | History | Added to | 2,215,071 | 58,256 | 1.51% | 1.48% | 27 | +81,924 | 3.84% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,906,148 | 50,131 | 0.01% | 0.01% | 28 | +73,812 | 4.03% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,735,793 | 45,651 | 0.09% | 0.08% | 29 | +140,981 | 8.84% | Q1 2026 | May 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 1,721,135 | 45,265 | 0.25% | 0.14% | 30 | +185,565 | 12.08% | Q1 2026 | Apr 29, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 1,655,218 | 43,532 | 5.75% | 2.69% | 31 | +870,048 | 110.81% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 1,552,607 | 40,833 | 2.51% | 1.92% | 32 | +51,835 | 3.45% | Q1 2026 | Apr 28, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 1,567,968 | 40,735 | 4.06% | 4.03% | 33 | -5,643 | -0.36% | Q1 2026 | May 12, 2026 |
| MCMORGAN & CO LLC | History | Added to | 1,516,371 | 39,880 | 6.45% | 6.41% | 34 | +55,270 | 3.78% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,414,430 | 37,200 | 0.01% | 0.01% | 35 | -298,254 | -17.41% | Q1 2026 | May 15, 2026 |
| MA Private Wealth | History | Added to | 1,404,877 | 36,948 | 6.25% | 2.94% | 36 | +739,855 | 111.25% | Q1 2026 | May 07, 2026 |
| McAdam, LLC | History | Added to | 1,201,456 | 31,598 | 1.42% | 1.39% | 37 | +54,427 | 4.75% | Q1 2026 | May 08, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 1,139,091 | 29,958 | 1.44% | 1.87% | 38 | -276,737 | -19.55% | Q1 2026 | May 05, 2026 |
| Strategic Wealth Investment Group, LLC | History | Added to | 1,111,109 | 29,222 | 3.71% | 3.59% | 39 | +6,933 | 0.63% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,069,935 | 28,139 | 0.15% | 0.14% | 40 | +122,092 | 12.88% | Q1 2026 | May 05, 2026 |
| Advisory Alpha, LLC | History | Reduced | 1,063,984 | 27,983 | 0.76% | 0.79% | 41 | -31,192 | -2.85% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,059,062 | 27,853 | 0.04% | 0.04% | 42 | -4,371 | -0.41% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,052,454 | 27,679 | 0.01% | 0.01% | 43 | -275,439 | -20.74% | Q1 2026 | May 14, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 1,016,514 | 26,734 | 2.54% | 2.31% | 44 | +72,886 | 7.72% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 944,560 | 24,841 | 0.2% | 0.29% | 45 | +19,285 | 2.08% | Q1 2026 | May 15, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 928,154 | 24,568 | 3.25% | 3.25% | 46 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 849,396 | 22,348 | 0.01% | 0.0% | 47 | +67,988 | 8.7% | Q1 2026 | May 15, 2026 |
| GM Advisory Group, LLC | History | Added to | 845,860 | 22,246 | 0.86% | 0.86% | 48 | +19,663 | 2.38% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Reduced | 815,956 | 21,459 | 0.12% | 0.18% | 49 | -381,148 | -31.84% | Q1 2026 | May 13, 2026 |
| Gradient Investments LLC | History | Added to | 800,461 | 21,052 | 0.33% | 0.32% | 50 | +48,390 | 6.43% | Q1 2026 | Apr 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 792,562 | 20,844 | 0.0% | 0.0% | 51 | -10,383 | -1.29% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 785,454 | 20,767 | 1.43% | 1.56% | 52 | -22,500 | -2.78% | Q1 2026 | Apr 29, 2026 |
| Ascent Group, LLC | History | Added to | 762,045 | 20,041 | 0.69% | 0.65% | 53 | +43,317 | 6.03% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 722,790 | 19,009 | 0.01% | 0.01% | 54 | -388,567 | -34.96% | Q1 2026 | May 05, 2026 |
| Security Financial Services, INC. | History | No change | 694,955 | 18,395 | 2.89% | 2.89% | 55 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | Added to | 693,474 | 18,238 | 0.02% | 0.02% | 56 | +31,324 | 4.73% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Added to | 691,730 | 18,192 | 0.33% | 0.33% | 57 | +22,532 | 3.37% | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 678,239 | 17,837 | 0.08% | 0.09% | 58 | -29,647 | -4.19% | Q1 2026 | Apr 24, 2026 |
| SPINNAKER TRUST | History | Reduced | 645,913 | 16,987 | 0.94% | 0.93% | 59 | -8,338 | -1.27% | Q1 2026 | Apr 23, 2026 |
| FLC Capital Advisors | History | Added to | 636,658 | 16,744 | 2.99% | 2.99% | 60 | +25,125 | 4.11% | Q1 2026 | May 01, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 635,767 | 16,721 | 0.13% | 0.14% | 61 | +20,841 | 3.39% | Q1 2026 | Apr 07, 2026 |
| Gibbs Wealth Management | History | Added to | 599,839 | 15,775 | 2.07% | 2.16% | 62 | +265,040 | 79.16% | Q1 2026 | May 13, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 581,341 | 15,289 | 0.77% | 0.97% | 63 | -137,581 | -19.14% | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 570,789 | 14,997 | 0.09% | 0.05% | 64 | +283,970 | 99.01% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 549,058 | 14,440 | 0.04% | 0.04% | 65 | +9,175 | 1.7% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 528,565 | 13,895 | 0.03% | 0.03% | 66 | -367,849 | -41.04% | Q1 2026 | Apr 08, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 528,153 | 13,890 | 2.72% | 2.65% | 67 | +39,433 | 8.07% | Q1 2026 | May 14, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 525,624 | 13,823 | 1.02% | 0.2% | 68 | +422,367 | 409.04% | Q1 2026 | Apr 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 516,159 | 13,662 | 0.09% | 0.05% | 69 | +213,811 | 70.72% | Q1 2026 | May 15, 2026 |
| Impact Investors, Inc | History | Added to | 517,490 | 13,609 | 9.45% | 8.67% | 70 | +45,243 | 9.58% | Q1 2026 | Apr 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 507,315 | 13,342 | 0.15% | 0.17% | 71 | +30,396 | 6.37% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 501,894 | 13,199 | 0.43% | 0.46% | 72 | -33,598 | -6.27% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 494,725 | 13,011 | 0.24% | 0.25% | 73 | -23,876 | -4.6% | Q1 2026 | Apr 10, 2026 |
| J.E. Simmons & Co., P.C. | History | Added to | 492,621 | 12,955 | 8.66% | 3.33% | 74 | +298,633 | 153.94% | Q1 2026 | Apr 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 491,220 | 12,919 | 0.3% | 0.58% | 75 | +38,255 | 8.45% | Q1 2026 | Apr 27, 2026 |
| Austin Private Wealth, LLC | History | No change | 480,303 | 12,713 | 0.94% | 0.94% | 76 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Roberts Financial Services LLC | History | Reduced | 469,478 | 12,347 | 3.93% | 4.36% | 77 | -55,260 | -10.53% | Q1 2026 | Apr 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 464,406 | 12,213 | 0.18% | 0.17% | 78 | +36,971 | 8.65% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | New | 461,741 | 12,143 | 0.03% | — | 79 | +461,741 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 440,547 | 11,586 | 0.0% | 0.01% | 80 | -72,200 | -14.08% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 431,867 | 11,358 | 0.01% | 0.01% | 81 | +175,212 | 68.27% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | New | 430,090 | 11,311 | 0.02% | — | 82 | +430,090 | New | Q1 2026 | May 15, 2026 |
| High Probability Advisors, LLC | History | Added to | 403,545 | 10,613 | 1.36% | 1.02% | 83 | +115,260 | 39.98% | Q1 2026 | Apr 10, 2026 |
| World Investment Advisors | History | Added to | 390,915 | 10,281 | 0.17% | 0.16% | 84 | +18,307 | 4.91% | Q1 2026 | Apr 27, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | New | 390,148 | 10,260 | 3.31% | — | 85 | +390,148 | New | Q1 2026 | Apr 15, 2026 |
| Ancora Advisors LLC | History | Added to | 379,323 | 9,976 | 0.21% | 0.19% | 86 | +38,742 | 11.38% | Q1 2026 | May 15, 2026 |
| Redwood Investment Management, LLC | History | Added to | 371,447 | 9,769 | 1.21% | 0.99% | 87 | +38,470 | 11.55% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Added to | 366,974 | 9,651 | 0.13% | 0.06% | 88 | +176,017 | 92.18% | Q1 2026 | May 14, 2026 |
| Appalachian Capital Management Ltd | History | Reduced | 351,564 | 9,246 | 7.4% | 7.61% | 89 | -7,248 | -2.02% | Q1 2026 | Apr 27, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 347,157 | 9,130 | 4.84% | 3.55% | 90 | +106,618 | 44.32% | Q1 2026 | May 13, 2026 |
| MOTCO | History | Added to | 342,551 | 9,009 | 0.83% | 0.81% | 91 | +6,381 | 1.9% | Q1 2026 | Apr 22, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 334,602 | 8,800 | 1.09% | 0.85% | 92 | +83,241 | 33.12% | Q1 2026 | Apr 23, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 332,842 | 8,753 | 0.96% | 1.5% | 93 | -2,404 | -0.72% | Q1 2026 | May 07, 2026 |
| Keystone Financial Group | History | Added to | 331,563 | 8,720 | 0.6% | 0.45% | 94 | +100,291 | 43.36% | Q1 2026 | May 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 318,188 | 8,368 | 0.12% | 0.12% | 95 | +62,964 | 24.67% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 313,589 | 8,247 | 0.0% | 0.0% | 96 | +182,174 | 138.62% | Q1 2026 | May 12, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 300,463 | 7,902 | 1.55% | 1.58% | 97 | -5,335 | -1.74% | Q1 2026 | Apr 07, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 285,688 | 7,513 | 0.24% | 0.25% | 98 | +26,517 | 10.23% | Q1 2026 | May 07, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 279,144 | 7,341 | 0.1% | 0.11% | 99 | -11,466 | -3.95% | Q1 2026 | May 12, 2026 |
| Permanent Capital Management, LP | History | Added to | 281,994 | 7,334 | 1.14% | 1.44% | 100 | +2,796 | 1.0% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 262,206 | 6,896 | 0.01% | 0.01% | 101 | +46,406 | 21.5% | Q1 2026 | May 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 254,588 | 6,695 | 0.17% | 0.17% | 102 | +9,935 | 4.06% | Q1 2026 | Apr 15, 2026 |
| FIRST HORIZON CORP | History | Added to | 244,774 | 6,437 | 0.27% | 0.29% | 103 | +3,246 | 1.34% | Q1 2026 | Apr 30, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 238,434 | 6,308 | 0.36% | 0.3% | 104 | +42,235 | 21.53% | Q1 2026 | Apr 20, 2026 |
| Avos Capital Management, LLC | History | Reduced | 239,783 | 6,306 | 2.49% | 4.64% | 105 | -161,206 | -40.2% | Q1 2026 | May 15, 2026 |
| KWB Wealth | History | Reduced | 238,199 | 6,305 | 0.62% | 0.61% | 106 | -4,304 | -1.77% | Q1 2026 | Apr 08, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 230,680 | 6,066 | 1.07% | 1.03% | 107 | +18,758 | 8.85% | Q1 2026 | May 05, 2026 |
| Detalus Advisors, LLC | History | Reduced | 222,401 | 5,849 | 1.34% | 1.44% | 108 | -1,565 | -0.7% | Q1 2026 | Apr 22, 2026 |
| Caitlin John, LLC | History | Added to | 220,451 | 5,797 | 3.48% | 2.78% | 109 | +60,230 | 37.59% | Q1 2026 | May 13, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 213,789 | 5,658 | 1.34% | 1.34% | 110 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 403,428 | 5,650 | 0.26% | 0.05% | 111 | -88,247 | -17.95% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 206,119 | 5,420 | 0.02% | 0.01% | 112 | -12,451 | -5.7% | Q1 2026 | May 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 204,367 | 5,374 | 0.17% | 0.12% | 113 | -58,990 | -22.4% | Q1 2026 | Apr 29, 2026 |
| Schwallier Wealth Management LLC | History | New | 201,430 | 5,297 | 3.87% | — | 114 | +201,430 | New | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | New | 200,069 | 5,261 | 0.0% | — | 115 | +200,069 | New | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 198,923 | 5,231 | 0.11% | 0.19% | 116 | -140,929 | -41.47% | Q1 2026 | May 01, 2026 |
| Targeted Financial Services LLC | History | Added to | 198,659 | 5,224 | 4.29% | 3.99% | 117 | +23,512 | 13.42% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 193,087 | 5,078 | 0.06% | 0.06% | 118 | +6,755 | 3.63% | Q1 2026 | Apr 28, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 192,380 | 5,059 | 1.99% | 1.76% | 119 | +23,913 | 14.19% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 189,791 | 4,991 | 0.0% | 0.0% | 120 | +73,862 | 63.71% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 188,930 | 4,968 | 0.05% | 0.02% | 121 | +154,747 | 452.7% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 187,169 | 4,922 | 0.03% | 0.03% | 122 | +5,145 | 2.83% | Q1 2026 | May 08, 2026 |
| Portside Wealth Group, LLC | History | Added to | 184,773 | 4,859 | 0.66% | 0.62% | 123 | +10,198 | 5.84% | Q1 2026 | May 12, 2026 |
| Columbus Macro, LLC | History | Added to | 179,006 | 4,707 | 0.5% | 0.5% | 124 | +5,205 | 2.99% | Q1 2026 | Apr 21, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 177,937 | 4,679 | 0.85% | 0.74% | 125 | +18,319 | 11.48% | Q1 2026 | May 11, 2026 |
| Capital Investment Management, Inc. | History | Added to | 177,484 | 4,667 | 1.6% | 1.45% | 126 | +20,479 | 13.04% | Q1 2026 | Apr 22, 2026 |
| Atria Investments, Inc | History | Added to | 169,189 | 4,449 | 0.05% | 0.04% | 127 | +32,326 | 23.62% | Q1 2026 | May 05, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 166,817 | 4,387 | 2.44% | 2.41% | 128 | -1,837 | -1.09% | Q1 2026 | May 05, 2026 |
| Broadway Wealth Solutions, Inc. | History | Added to | 164,753 | 4,333 | 2.24% | 2.16% | 129 | +12,007 | 7.86% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 161,825 | 4,256 | 0.03% | 0.03% | 130 | +17,813 | 12.37% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 161,345 | 4,243 | 0.01% | 0.04% | 131 | -816,012 | -83.49% | Q1 2026 | May 15, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 160,973 | 4,233 | 1.77% | 1.72% | 132 | -473 | -0.29% | Q1 2026 | Apr 22, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 152,960 | 4,022 | 0.78% | 0.58% | 133 | +37,650 | 32.65% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 148,228 | 3,898 | 0.1% | 0.24% | 134 | -221,771 | -59.94% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 147,615 | 3,882 | 0.09% | 0.08% | 135 | +9,792 | 7.1% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 144,423 | 3,798 | 0.03% | 0.02% | 136 | +26,603 | 22.58% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 140,552 | 3,696 | 0.13% | 0.13% | 137 | +2,237 | 1.62% | Q1 2026 | Apr 07, 2026 |
| My Portfolio Guide, LLC | History | New | 139,530 | 3,670 | 2.03% | — | 138 | +139,530 | New | Q1 2026 | May 05, 2026 |
| KM Capital Management Ltd. | History | Reduced | 138,277 | 3,564 | 2.4% | 3.05% | 139 | -87,511 | -38.76% | Q1 2026 | May 15, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 133,172 | 3,500 | 0.24% | 0.18% | 140 | +54,115 | 68.45% | Q1 2026 | May 18, 2026 |
| Betterment LLC | History | Added to | 128,571 | 3,381 | 0.01% | 0.01% | 141 | +2,552 | 2.03% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 127,584 | 3,355 | 0.01% | 0.02% | 142 | -50,735 | -28.45% | Q1 2026 | Apr 30, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 124,777 | 3,281 | 1.45% | 1.46% | 143 | +3,414 | 2.81% | Q1 2026 | Apr 15, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 124,549 | 3,275 | 1.1% | 1.05% | 144 | +4,754 | 3.97% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | Added to | 123,601 | 3,250 | 0.08% | 0.01% | 145 | +101,806 | 467.11% | Q1 2026 | May 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 122,799 | 3,229 | 0.67% | 0.51% | 146 | +36,788 | 42.77% | Q1 2026 | Apr 15, 2026 |
| Private Wealth Group, LLC | History | Added to | 121,837 | 3,204 | 1.49% | 1.41% | 147 | +10,649 | 9.58% | Q1 2026 | Apr 23, 2026 |
| Simplicity Wealth,LLC | History | Added to | 121,595 | 3,197 | 0.18% | 0.16% | 148 | +20,187 | 19.91% | Q1 2026 | Apr 30, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 121,248 | 3,188 | 1.21% | 1.12% | 149 | +5,073 | 4.37% | Q1 2026 | May 11, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 118,922 | 3,127 | 0.66% | 0.74% | 150 | -873 | -0.73% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 115,842 | 3,046 | 0.0% | 0.0% | 151 | +10,875 | 10.36% | Q1 2026 | May 05, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 115,255 | 3,031 | 0.21% | 0.21% | 152 | +17,772 | 18.23% | Q1 2026 | Apr 17, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 115,112 | 3,027 | 0.68% | 1.38% | 153 | -118,971 | -50.82% | Q1 2026 | Apr 22, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 111,956 | 2,944 | 0.07% | 0.1% | 154 | -43,351 | -27.91% | Q1 2026 | May 15, 2026 |
| Plan Group Financial, LLC | History | Added to | 110,947 | 2,917 | 0.68% | 0.53% | 155 | +33,489 | 43.24% | Q1 2026 | Apr 13, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 109,078 | 2,868 | 1.91% | 1.93% | 156 | -432 | -0.39% | Q1 2026 | May 07, 2026 |
| Sowell Financial Services LLC | History | Added to | 103,586 | 2,724 | 0.1% | 0.08% | 157 | +16,559 | 19.03% | Q1 2026 | Apr 20, 2026 |
| Roan Capital Partners | History | New | 101,419 | 2,667 | 2.46% | — | 158 | +101,419 | New | Q1 2026 | Apr 15, 2026 |
| Fire Capital Management LLC | History | Added to | 99,375 | 2,613 | 1.22% | 0.87% | 159 | +33,677 | 51.26% | Q1 2026 | May 08, 2026 |
| HighPoint Advisor Group LLC | History | New | 99,092 | 2,606 | 0.11% | — | 160 | +99,092 | New | Q1 2026 | May 14, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 98,078 | 2,579 | 0.85% | 0.8% | 161 | +14,784 | 17.75% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | New | 97,617 | 2,567 | 0.28% | — | 162 | +97,617 | New | Q1 2026 | Apr 24, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 97,517 | 2,564 | 0.03% | 0.09% | 163 | -251,790 | -72.08% | Q1 2026 | May 08, 2026 |
| Krilogy Financial LLC | History | Reduced | 96,567 | 2,530 | 0.08% | 0.09% | 164 | -4,020 | -4.0% | Q1 2026 | Apr 17, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 95,473 | 2,510 | 1.79% | 1.91% | 165 | -5,348 | -5.3% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 90,656 | 2,384 | 0.0% | 0.0% | 166 | -3,137 | -3.34% | Q1 2026 | May 14, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 87,903 | 2,311 | 0.11% | 0.13% | 167 | -16,075 | -15.46% | Q1 2026 | May 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 85,632 | 2,252 | 0.06% | 0.17% | 168 | -165,428 | -65.89% | Q1 2026 | Apr 28, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 85,485 | 2,248 | 0.39% | 0.4% | 169 | +421 | 0.49% | Q1 2026 | Apr 23, 2026 |
| HRT FINANCIAL LP | History | New | 84,834 | 2,231 | 0.01% | — | 170 | +84,834 | New | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 84,683 | 2,227 | 0.19% | 0.19% | 171 | -3,547 | -4.02% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 84,446 | 2,220 | 0.0% | 0.0% | 172 | +2,988 | 3.67% | Q1 2026 | Apr 27, 2026 |
| FDx Advisors, Inc. | History | New | 83,212 | 2,188 | 0.7% | — | 173 | +83,212 | New | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Added to | 82,088 | 2,158 | 0.02% | 0.02% | 174 | +2,393 | 3.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 80,443 | 2,115 | 0.02% | 0.02% | 175 | +968 | 1.22% | Q1 2026 | May 13, 2026 |
| PFG Advisors | History | Reduced | 80,413 | 2,114 | 0.1% | 0.12% | 176 | -9,438 | -10.5% | Q1 2026 | May 05, 2026 |
| GenWealth Group, Inc. | History | Reduced | 80,217 | 2,109 | 0.36% | 0.37% | 177 | -1,027 | -1.26% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 79,985 | 2,103 | 0.03% | 0.04% | 178 | +5,663 | 7.62% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 79,332 | 2,086 | 0.0% | 0.0% | 179 | +19,632 | 32.88% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 76,822 | 2,020 | 0.02% | 0.03% | 180 | +2,675 | 3.61% | Q1 2026 | May 12, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 75,311 | 1,980 | 0.75% | 1.37% | 182 | -61,908 | -45.12% | Q1 2026 | Apr 22, 2026 |
| Andina Capital Management, LLC | History | Reduced | 75,321 | 1,980 | 1.75% | 1.58% | 181 | -23,459 | -23.75% | Q1 2026 | Apr 17, 2026 |
| COMERICA BANK | History | No change | 72,707 | 1,924 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 72,624 | 1,910 | 0.03% | 0.08% | 184 | -77,141 | -51.51% | Q1 2026 | May 11, 2026 |
| Boltwood Capital Management | History | Added to | 72,420 | 1,904 | 0.49% | 0.5% | 185 | +170 | 0.24% | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Management | History | Reduced | 71,221 | 1,873 | 2.15% | 2.17% | 186 | -1,598 | -2.19% | Q1 2026 | Apr 22, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 71,024 | 1,867 | 0.0% | 0.0% | 187 | +70,176 | 8275.47% | Q1 2026 | May 01, 2026 |
| Jacobi Capital Management LLC | History | Added to | 69,460 | 1,826 | 0.1% | 0.09% | 188 | +8,092 | 13.19% | Q1 2026 | May 13, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 68,115 | 1,791 | 1.11% | 1.09% | 190 | -1,913 | -2.73% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 67,693 | 1,791 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Gateway Wealth Partners, LLC | History | New | 67,158 | 1,766 | 0.07% | — | 191 | +67,158 | New | Q1 2026 | May 15, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 67,128 | 1,765 | 1.03% | 1.0% | 192 | +909 | 1.37% | Q1 2026 | Apr 16, 2026 |
| Archer Investment Management, LLC | History | Added to | 66,535 | 1,749 | 0.74% | 0.26% | 193 | +48,109 | 261.09% | Q1 2026 | Apr 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 66,400 | 1,746 | 0.04% | 0.03% | 194 | +1,998 | 3.1% | Q1 2026 | Apr 15, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 66,152 | 1,739 | 0.14% | 0.16% | 195 | -2,230 | -3.26% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 65,929 | 1,734 | 0.0% | 0.0% | 196 | +56,135 | 573.16% | Q1 2026 | Apr 22, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 62,904 | 1,654 | 0.1% | 0.11% | 197 | -4,089 | -6.1% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | New | 62,400 | 1,641 | 0.0% | — | 198 | +62,400 | New | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 62,149 | 1,634 | 0.07% | 0.06% | 199 | +6,696 | 12.08% | Q1 2026 | May 06, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 60,332 | 1,586 | 0.47% | 0.49% | 200 | -972 | -1.59% | Q1 2026 | May 20, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 58,808 | 1,546 | 0.36% | 0.34% | 201 | +2,545 | 4.52% | Q1 2026 | Apr 28, 2026 |
| Red Tortoise LLC | History | Reduced | 58,027 | 1,526 | 0.64% | 0.67% | 202 | -1,706 | -2.86% | Q1 2026 | Apr 21, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 57,633 | 1,515 | 0.52% | 1.16% | 203 | -62,806 | -52.15% | Q1 2026 | Apr 28, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 57,600 | 1,514 | 0.77% | 0.77% | 204 | +7,833 | 15.74% | Q1 2026 | May 14, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 57,450 | 1,510 | 0.39% | 0.39% | 205 | -2,708 | -4.5% | Q1 2026 | Apr 22, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 55,982 | 1,472 | 0.88% | 1.0% | 206 | +455 | 0.82% | Q1 2026 | May 14, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 54,995 | 1,446 | 0.41% | 0.44% | 207 | -988 | -1.76% | Q1 2026 | Apr 23, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 53,950 | 1,418 | 0.94% | 0.61% | 208 | +20,926 | 63.37% | Q1 2026 | Apr 21, 2026 |
| Empowered Funds, LLC | History | Added to | 53,835 | 1,411 | 0.01% | 0.02% | 209 | +6,105 | 12.79% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 52,457 | 1,379 | 0.07% | 0.08% | 210 | -2,106 | -3.86% | Q1 2026 | Apr 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 51,938 | 1,365 | 0.01% | 0.02% | 211 | +270 | 0.52% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 49,460 | 1,300 | 0.01% | — | 212 | +49,460 | New | Q1 2026 | May 13, 2026 |
| FLP Wealth Management, LLC | History | Added to | 48,757 | 1,282 | 2.64% | 2.92% | 213 | +2,075 | 4.44% | Q1 2026 | Apr 28, 2026 |
| HUB Investment Partners, LLC | History | Added to | 48,059 | 1,263 | 0.03% | 0.03% | 214 | +1,127 | 2.4% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 46,738 | 1,230 | 0.09% | 0.09% | 215 | -8,362 | -15.18% | Q1 2026 | May 20, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 46,696 | 1,228 | 0.13% | 0.14% | 216 | -2,093 | -4.29% | Q1 2026 | Apr 28, 2026 |
| Keebeck Wealth Management | History | Added to | 46,627 | 1,226 | 0.14% | 0.08% | 217 | +21,973 | 89.13% | Q1 2026 | May 14, 2026 |
| Narus Financial Partners, LLC | History | Added to | 46,375 | 1,219 | 0.32% | 0.3% | 218 | +5,288 | 12.87% | Q1 2026 | Apr 21, 2026 |
| Advisor OS, LLC | History | Reduced | 45,891 | 1,206 | 0.09% | 0.13% | 219 | -17,066 | -27.11% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Added to | 45,812 | 1,204 | 0.02% | 0.02% | 220 | +16,119 | 54.29% | Q1 2026 | Apr 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 45,231 | 1,189 | 0.37% | 0.36% | 221 | +2,569 | 6.02% | Q1 2026 | May 13, 2026 |
| Private Advisory Group LLC | History | New | 44,855 | 1,179 | 0.08% | — | 222 | +44,855 | New | Q1 2026 | May 08, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 44,184 | 1,162 | 0.09% | 0.09% | 223 | -20 | -0.05% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 43,168 | 1,135 | 0.04% | 0.04% | 224 | -388 | -0.89% | Q1 2026 | May 12, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 42,575 | 1,119 | 0.19% | 0.23% | 225 | -6,500 | -13.25% | Q1 2026 | Apr 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 42,542 | 1,118 | 0.04% | 0.04% | 226 | +5,786 | 15.74% | Q1 2026 | Apr 28, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 42,006 | 1,104 | 0.02% | — | 227 | +42,006 | New | Q1 2026 | May 15, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 41,548 | 1,092 | 0.06% | 0.07% | 228 | +993 | 2.45% | Q1 2026 | Apr 23, 2026 |
| Arkadios Wealth Advisors | History | New | 41,140 | 1,081 | 0.02% | — | 229 | +41,140 | New | Q1 2026 | May 18, 2026 |
| Colonial River Investments, LLC | History | Reduced | 40,113 | 1,054 | 0.38% | 0.53% | 230 | -16,573 | -29.24% | Q1 2026 | Apr 27, 2026 |
| Bank OZK | History | Reduced | 39,941 | 1,050 | 0.37% | 0.51% | 231 | -14,812 | -27.05% | Q1 2026 | May 13, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 39,761 | 1,045 | 0.64% | 0.75% | 232 | -5,183 | -11.53% | Q1 2026 | Apr 21, 2026 |
| CAP Partners, LLC | History | Added to | 39,180 | 1,030 | 0.58% | 0.56% | 233 | +2,053 | 5.53% | Q1 2026 | Apr 28, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 39,141 | 1,029 | 0.07% | 0.05% | 234 | +1,407 | 3.73% | Q1 2026 | Apr 24, 2026 |
| VICUS CAPITAL | History | Added to | 38,523 | 1,013 | 0.07% | 0.08% | 235 | +336 | 0.88% | Q1 2026 | Apr 22, 2026 |
| Sharkey, Howes & Javer | History | Added to | 36,899 | 970 | 0.13% | 0.09% | 236 | +9,698 | 35.65% | Q1 2026 | Apr 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 36,499 | 948 | 0.0% | 0.0% | 237 | +4,987 | 15.83% | Q1 2026 | May 15, 2026 |
| Balefire, LLC | History | Added to | 35,827 | 942 | 0.18% | 0.17% | 238 | +2,636 | 7.94% | Q1 2026 | May 07, 2026 |
| Clarity Retirement & Wealth, LLC | History | Reduced | 35,611 | 936 | 0.75% | 1.2% | 239 | -16,088 | -31.12% | Q1 2026 | Apr 28, 2026 |
| Composition Wealth, LLC | History | Reduced | 35,069 | 922 | 0.01% | 0.01% | 240 | -3,600 | -9.31% | Q1 2026 | Apr 08, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 34,687 | 912 | 1.02% | 0.73% | 241 | +9,335 | 36.82% | Q1 2026 | May 08, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 34,153 | 898 | 0.23% | 0.22% | 242 | -1,156 | -3.27% | Q1 2026 | Apr 30, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 33,687 | 885 | 0.55% | 0.36% | 243 | -8,438 | -20.03% | Q1 2026 | May 01, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 33,078 | 869 | 0.02% | 0.01% | 244 | +6,058 | 22.42% | Q1 2026 | May 14, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 33,014 | 868 | 0.22% | 0.2% | 245 | +2,618 | 8.61% | Q1 2026 | Apr 27, 2026 |
| Paladin Wealth, LLC | History | Added to | 32,617 | 857 | 0.59% | 0.57% | 246 | +822 | 2.59% | Q1 2026 | Apr 16, 2026 |
| WealthPoint Financial, LLC | History | No change | 32,326 | 855 | 0.74% | 0.74% | 247 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 31,854 | 837 | 0.02% | 0.02% | 248 | -1,295 | -3.91% | Q1 2026 | May 12, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 31,284 | 822 | 0.16% | 0.11% | 249 | +11,215 | 55.88% | Q1 2026 | May 01, 2026 |
| INVESTED ADVISORS | History | Added to | 31,180 | 820 | 0.83% | 0.82% | 250 | +1,365 | 4.58% | Q1 2026 | Apr 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 31,090 | 817 | 0.0% | 0.0% | 251 | -6,480 | -17.25% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 30,314 | 797 | 0.07% | 0.08% | 252 | -3,641 | -10.72% | Q1 2026 | Apr 30, 2026 |
| Advyzon Investment Management, LLC | History | New | 30,171 | 793 | 0.07% | — | 253 | +30,171 | New | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Added to | 29,614 | 778 | 0.02% | 0.02% | 254 | +8,717 | 41.71% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 29,095 | 770 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 29,328 | 763 | 0.01% | 0.01% | 256 | +20,864 | 246.5% | Q1 2026 | May 01, 2026 |
| Auour Investments LLC | History | Reduced | 28,710 | 755 | 0.24% | 0.24% | 257 | -17 | -0.06% | Q1 2026 | Apr 20, 2026 |
| True Vision MN LLC | History | Added to | 28,364 | 745 | 0.38% | 0.36% | 258 | +1,770 | 6.66% | Q1 2026 | Apr 16, 2026 |
| Center For Asset Management LLC | History | Added to | 28,285 | 743 | 0.37% | 0.37% | 259 | +1,510 | 5.64% | Q1 2026 | Apr 16, 2026 |
| Essential Partners LLC | History | Added to | 28,269 | 743 | 0.25% | 0.22% | 260 | +981 | 3.59% | Q1 2026 | May 21, 2026 |
| Centerpoint Advisory Group | History | Reduced | 27,671 | 727 | 0.55% | 0.71% | 261 | -7,148 | -20.53% | Q1 2026 | Apr 29, 2026 |
| United Advisor Group, LLC | History | Reduced | 26,916 | 707 | 0.09% | 0.09% | 262 | -1,100 | -3.93% | Q1 2026 | Apr 17, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 26,453 | 695 | 0.17% | 0.24% | 263 | -8,784 | -24.93% | Q1 2026 | Apr 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 26,174 | 688 | 0.02% | 0.01% | 264 | +13,887 | 113.02% | Q1 2026 | Apr 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 25,900 | 681 | 0.01% | 0.01% | 265 | +5,774 | 28.69% | Q1 2026 | May 11, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 25,848 | 679 | 0.09% | 0.09% | 266 | +23 | 0.09% | Q1 2026 | Apr 28, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 25,310 | 665 | 0.14% | 0.19% | 267 | -7,916 | -23.82% | Q1 2026 | May 12, 2026 |
| LCW Services, LLC | History | Added to | 25,151 | 661 | 0.33% | 0.27% | 269 | +6,001 | 31.34% | Q1 2026 | Apr 27, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 25,148 | 661 | 0.02% | 0.02% | 268 | -3,650 | -12.67% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 24,611 | 647 | 0.0% | 0.0% | 270 | -15,673 | -38.91% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 24,102 | 633 | 0.0% | 0.0% | 271 | -3,491 | -12.65% | Q1 2026 | May 13, 2026 |
| Fermata Advisors, LLC | History | Added to | 23,913 | 628 | 0.14% | 0.14% | 272 | +1,094 | 4.79% | Q1 2026 | Apr 08, 2026 |
| Idaho Trust Co | History | Reduced | 23,136 | 608 | 0.2% | 0.22% | 273 | -1,928 | -7.69% | Q1 2026 | May 08, 2026 |
| Brown Financial Advisors | History | Reduced | 22,751 | 598 | 0.23% | 0.23% | 274 | -898 | -3.8% | Q1 2026 | May 15, 2026 |
| NOVUS ADVISORS, LLC | History | Reduced | 22,665 | 596 | 1.33% | 2.59% | 275 | -21,107 | -48.22% | Q1 2026 | Apr 27, 2026 |
| Lansing Street Advisors | History | Reduced | 22,640 | 595 | 0.15% | 0.15% | 276 | -13 | -0.06% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 22,578 | 593 | 0.0% | 0.01% | 277 | -18,840 | -45.49% | Q1 2026 | May 11, 2026 |
| NORDEN GROUP LLC | History | Added to | 22,395 | 588 | 0.06% | 0.06% | 278 | +396 | 1.8% | Q1 2026 | Apr 15, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 22,194 | 583 | 0.04% | 0.05% | 279 | -2,050 | -8.46% | Q1 2026 | Apr 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 21,503 | 565 | 0.06% | 0.07% | 280 | +1,223 | 6.03% | Q1 2026 | Apr 06, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 21,310 | 560 | 0.22% | 0.2% | 281 | +2,976 | 16.23% | Q1 2026 | May 14, 2026 |
| FWG Investments, LLC. | History | Reduced | 20,651 | 543 | 0.35% | 0.37% | 282 | -1,016 | -4.69% | Q1 2026 | Apr 21, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 20,359 | 535 | 0.1% | 0.09% | 283 | +790 | 4.04% | Q1 2026 | May 15, 2026 |
| Advisor Resource Council | History | Added to | 19,565 | 514 | 0.17% | 0.16% | 284 | +1,864 | 10.53% | Q1 2026 | May 07, 2026 |
| Graetz Wealth LLC | History | Added to | 19,422 | 510 | 0.46% | 0.46% | 285 | +350 | 1.84% | Q1 2026 | Apr 30, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 19,000 | 499 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 18,950 | 498 | 0.05% | 0.05% | 287 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 18,535 | 487 | 0.88% | 1.5% | 288 | -10,967 | -37.17% | Q1 2026 | Apr 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 18,498 | 486 | 0.03% | 0.03% | 289 | +1,090 | 6.26% | Q1 2026 | Apr 30, 2026 |
| Goldstein Advisors, LLC | History | Added to | 18,072 | 475 | 0.05% | 0.05% | 290 | +1,214 | 7.2% | Q1 2026 | Apr 28, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 17,848 | 469 | 0.07% | 0.11% | 291 | -8,677 | -32.71% | Q1 2026 | Apr 21, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 16,679 | 438 | 0.01% | 0.01% | 292 | +305 | 1.86% | Q1 2026 | Apr 27, 2026 |
| Mattson Financial Services, LLC | History | Added to | 16,459 | 432 | 0.1% | 0.1% | 293 | +889 | 5.71% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Reduced | 16,320 | 429 | 0.0% | 0.01% | 294 | -81,163 | -83.26% | Q1 2026 | May 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 16,216 | 426 | 0.44% | 0.42% | 295 | +975 | 6.4% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 16,172 | 425 | 0.0% | 0.0% | 296 | +1,262 | 8.46% | Q1 2026 | May 15, 2026 |
| DGS Capital Management, LLC | History | New | 15,773 | 414 | 0.07% | — | 297 | +15,773 | New | Q1 2026 | Apr 28, 2026 |
| JMN Financial LLC | History | New | 15,600 | 410 | 0.4% | — | 298 | +15,600 | New | Q1 2026 | May 15, 2026 |
| Global Financial Private Client, LLC | History | Added to | 15,501 | 407 | 0.13% | 0.12% | 299 | +2,146 | 16.07% | Q1 2026 | Apr 20, 2026 |
| GeoWealth Management, LLC | History | Reduced | 15,440 | 406 | 0.01% | 0.02% | 300 | -7,565 | -32.88% | Q1 2026 | May 13, 2026 |
| Cypress Capital Group | History | New | 15,362 | 404 | 0.05% | — | 301 | +15,362 | New | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Added to | 14,962 | 393 | 0.26% | 0.18% | 302 | +8,032 | 115.9% | Q1 2026 | May 07, 2026 |
| Balance Wealth, LLC | History | Reduced | 14,672 | 385 | 0.12% | 0.13% | 303 | -1,219 | -7.67% | Q1 2026 | Apr 20, 2026 |
| REDW Wealth LLC | History | Reduced | 14,619 | 384 | 0.15% | 0.16% | 304 | -1,547 | -9.57% | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 14,305 | 376 | 0.01% | 0.01% | 305 | -5,153 | -26.48% | Q1 2026 | May 11, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 14,108 | 371 | 0.13% | 0.14% | 306 | -978 | -6.48% | Q1 2026 | Apr 15, 2026 |
| XTX Topco Ltd | History | Reduced | 13,404 | 352 | 0.01% | 0.01% | 307 | -2,777 | -17.16% | Q1 2026 | May 15, 2026 |
| Maia Wealth LLC | History | Added to | 13,340 | 350 | 0.06% | 0.06% | 308 | +78 | 0.59% | Q1 2026 | May 08, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 13,029 | 342 | 0.1% | 0.18% | 309 | -4,523 | -25.77% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 13,029 | 342 | 0.1% | 0.11% | 310 | -1,001 | -7.13% | Q1 2026 | May 13, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 12,920 | 339 | 0.21% | — | 311 | +12,920 | New | Q1 2026 | Apr 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 13,058 | 337 | 0.01% | 0.01% | 312 | +4,146 | 46.52% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | No change | 12,556 | 330 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strategies Wealth Advisors, LLC | History | New | 12,484 | 328 | 0.03% | — | 315 | +12,484 | New | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 12,491 | 328 | 0.0% | 0.0% | 314 | +1,054 | 9.22% | Q1 2026 | Apr 15, 2026 |
| Hibernia Wealth Partners, LLC | History | New | 12,449 | 327 | 0.1% | — | 316 | +12,449 | New | Q1 2026 | May 04, 2026 |
| Savvy Advisors, Inc. | History | Added to | 12,363 | 325 | 0.01% | 0.01% | 317 | +1,992 | 19.21% | Q1 2026 | May 11, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 12,257 | 322 | 0.0% | 0.0% | 318 | +429 | 3.63% | Q1 2026 | May 01, 2026 |
| Summit Financial, LLC | History | Added to | 12,225 | 321 | 0.0% | 0.0% | 319 | +4,230 | 52.91% | Q1 2026 | May 15, 2026 |
| PCB Capital LLC | History | Added to | 12,004 | 315 | 0.5% | 0.44% | 320 | +1,708 | 16.59% | Q1 2026 | Apr 29, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 11,909 | 313 | 0.31% | 0.31% | 321 | +77 | 0.65% | Q1 2026 | Apr 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 11,802 | 310 | 0.09% | 0.06% | 322 | +3,778 | 47.08% | Q1 2026 | May 05, 2026 |
| Trilogy Capital Inc. | History | Added to | 11,720 | 308 | 0.01% | 0.01% | 323 | +1,054 | 9.88% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 11,698 | 307 | 0.02% | 0.02% | 324 | +799 | 7.33% | Q1 2026 | Apr 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 11,632 | 305 | 0.0% | 0.0% | 325 | -1,573 | -11.91% | Q1 2026 | May 15, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 11,591 | 304 | 0.04% | 0.08% | 326 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 11,297 | 297 | 0.04% | 0.04% | 327 | -130 | -1.14% | Q1 2026 | May 13, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 11,270 | 296 | 0.05% | 0.04% | 328 | +2,341 | 26.22% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 11,250 | 295 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Balboa Wealth Partners | History | Reduced | 11,204 | 294 | 0.05% | 0.11% | 330 | -14,448 | -56.32% | Q1 2026 | Apr 16, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 11,158 | 293 | 0.31% | 0.34% | 331 | -995 | -8.19% | Q1 2026 | Apr 21, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 11,172 | 292 | 0.06% | 0.05% | 332 | +3,260 | 41.2% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 11,041 | 290 | 0.0% | 0.01% | 333 | -12,887 | -53.86% | Q1 2026 | Apr 15, 2026 |
| E&G Advisors, LP | History | No change | 11,000 | 289 | 0.06% | 0.07% | 334 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Vertex Planning Partners, LLC | History | New | 10,974 | 288 | 0.06% | — | 335 | +10,974 | New | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 10,693 | 281 | 0.05% | 0.03% | 339 | +3,475 | 48.14% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 10,721 | 281 | 0.0% | 0.0% | 337 | -589 | -5.21% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 10,714 | 281 | 0.01% | 0.01% | 338 | -59 | -0.55% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Reduced | 10,688 | 281 | 0.0% | 0.0% | 336 | -13 | -0.12% | Q1 2026 | May 12, 2026 |
| Three Seasons Wealth, LLC | History | New | 10,261 | 269 | 0.1% | — | 342 | +10,261 | New | Q1 2026 | May 05, 2026 |
| Stonebridge Financial Group, LLC | History | New | 10,257 | 269 | 0.02% | — | 341 | +10,257 | New | Q1 2026 | Apr 08, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 10,229 | 269 | 0.07% | 0.07% | 340 | +1 | 0.01% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 10,096 | 265 | 0.01% | 0.0% | 343 | +6,174 | 157.42% | Q1 2026 | May 13, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 10,009 | 263 | 0.06% | 0.09% | 344 | -4,947 | -33.08% | Q1 2026 | Apr 17, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 10,000 | 263 | 0.06% | 0.05% | 345 | +1,500 | 17.65% | Q1 2026 | May 15, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 9,858 | 259 | 0.04% | 0.04% | 346 | -1,118 | -10.19% | Q1 2026 | Apr 15, 2026 |
| Smart Money Group LLC | History | Reduced | 9,748 | 256 | 0.07% | 0.1% | 347 | -3,285 | -25.21% | Q1 2026 | May 05, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 9,538 | 250 | 0.06% | 0.07% | 348 | -1,497 | -13.57% | Q1 2026 | Apr 10, 2026 |
| Hoxton Planning & Management, LLC | History | New | 9,437 | 248 | 0.07% | — | 349 | +9,437 | New | Q1 2026 | Apr 20, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 9,424 | 247 | 0.02% | 0.02% | 350 | -725 | -7.14% | Q1 2026 | May 14, 2026 |
| Texas Yale Capital Corp. | History | Added to | 9,266 | 243 | 0.01% | 0.01% | 351 | +1 | 0.01% | Q1 2026 | May 04, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 8,993 | 236 | 0.15% | 2.85% | 352 | -192,527 | -95.54% | Q1 2026 | Apr 15, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 9,005 | 236 | 0.06% | 0.06% | 353 | -233 | -2.52% | Q1 2026 | May 15, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 8,828 | 232 | 0.02% | 0.02% | 354 | +900 | 11.35% | Q1 2026 | Apr 15, 2026 |
| Beacon Financial Advisory LLC | History | New | 8,761 | 230 | 0.05% | — | 355 | +8,761 | New | Q1 2026 | Apr 27, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 8,701 | 228 | 0.01% | — | 357 | +8,701 | New | Q1 2026 | Apr 16, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 8,679 | 228 | 0.03% | 0.03% | 356 | +728 | 9.16% | Q1 2026 | May 04, 2026 |
| Clark Asset Management, LLC | History | Reduced | 8,430 | 221 | 0.02% | 0.03% | 358 | -4,080 | -32.61% | Q1 2026 | Apr 16, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 8,345 | 219 | 0.02% | 0.02% | 359 | +231 | 2.85% | Q1 2026 | May 05, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 8,146 | 214 | 0.09% | 0.09% | 360 | +54 | 0.67% | Q1 2026 | Apr 29, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 7,881 | 206 | 0.09% | 0.09% | 361 | -538 | -6.39% | Q1 2026 | May 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 7,807 | 205 | 0.01% | 0.01% | 362 | -38 | -0.48% | Q1 2026 | May 12, 2026 |
| SHP Wealth Management | History | New | 7,781 | 204 | 0.02% | — | 363 | +7,781 | New | Q1 2026 | May 08, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 6,826 | 179 | 0.09% | 0.02% | 364 | +5,477 | 406.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 6,700 | 176 | 0.01% | 0.0% | 365 | +2,272 | 51.31% | Q1 2026 | May 15, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Reduced | 6,049 | 159 | 0.05% | 0.07% | 366 | -3,235 | -34.84% | Q1 2026 | Apr 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 5,818 | 153 | 0.01% | 0.01% | 367 | +2,707 | 87.01% | Q1 2026 | Apr 13, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 5,662 | 149 | 0.04% | 0.04% | 368 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Purpose Unlimited Inc. | History | No change | 4,500 | 118 | 0.0% | 0.01% | 369 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 4,373 | 115 | 0.0% | — | 371 | +4,373 | New | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 4,414 | 115 | 0.0% | 0.0% | 370 | +31 | 0.71% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 4,217 | 110 | 0.0% | 0.0% | 372 | -2,246 | -34.75% | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | Reduced | 4,172 | 109 | 0.02% | 0.03% | 373 | -396 | -8.67% | Q1 2026 | May 13, 2026 |
| Collier Financial | History | Reduced | 3,829 | 100 | 0.08% | 0.09% | 374 | -797 | -17.23% | Q1 2026 | May 11, 2026 |
| Imprint Wealth LLC | History | Added to | 3,822 | 100 | 0.46% | 0.42% | 375 | +405 | 11.85% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 3,661 | 96 | 0.0% | 0.0% | 376 | +1,446 | 65.28% | Q1 2026 | May 14, 2026 |
| Gleason Group, Inc. | History | Added to | 3,294 | 86 | 0.01% | 0.01% | 377 | +22 | 0.67% | Q1 2026 | May 04, 2026 |
| Clearstead Trust, LLC | History | Reduced | 3,012 | 79 | 0.01% | 0.01% | 378 | -24 | -0.79% | Q1 2026 | May 06, 2026 |
| Rossby Financial, LCC | History | Added to | 2,990 | 78 | 0.02% | 0.0% | 379 | +2,879 | 2593.69% | Q1 2026 | May 11, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 2,889 | 75 | 0.03% | 0.04% | 380 | -1,420 | -32.95% | Q1 2026 | May 13, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 2,660 | 69 | 0.01% | 0.01% | 381 | +418 | 18.64% | Q1 2026 | Apr 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 2,420 | 63 | 0.0% | 0.0% | 382 | -20,516 | -89.45% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,338 | 61 | 0.0% | 0.0% | 383 | +1,444 | 161.52% | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | Reduced | 2,284 | 60 | 0.02% | 0.02% | 384 | -868 | -27.54% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,155 | 56 | 0.0% | 0.0% | 385 | +1,465 | 212.32% | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,074 | 54 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | No change | 2,012 | 52 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 1,769 | 46 | 0.0% | 0.0% | 388 | +195 | 12.39% | Q1 2026 | Apr 20, 2026 |
| BlackRock, Inc. | History | Reduced | 1,733 | 45 | 0.0% | 0.0% | 389 | -178,261 | -99.04% | Q1 2026 | May 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 1,711 | 44 | 0.04% | 0.04% | 390 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Realta Investment Advisors | History | Reduced | 1,673 | 43 | 0.01% | 0.02% | 391 | -292 | -14.86% | Q1 2026 | Apr 22, 2026 |
| Key FInancial Inc | History | No change | 1,540 | 40 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 1,489 | 39 | 0.0% | 0.0% | 393 | -49 | -3.19% | Q1 2026 | May 12, 2026 |
| POM Investment Strategies, LLC | History | Added to | 1,242 | 32 | 0.04% | 0.02% | 394 | +8 | 0.65% | Q1 2026 | May 11, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,229 | 31 | 0.0% | — | 396 | +1,193 | 3313.89% | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,216 | 31 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,120 | 29 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 992 | 26 | 0.01% | 0.01% | 400 | -700 | -41.37% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,022 | 26 | 0.0% | 0.0% | 399 | +363 | 55.08% | Q1 2026 | May 15, 2026 |
| Pacific Center for Financial Services | History | Reduced | 997 | 26 | 0.01% | 0.01% | 398 | -256 | -20.43% | Q1 2026 | May 12, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1,006 | 26 | 0.02% | 0.02% | 401 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 925 | 24 | 0.01% | — | 403 | +925 | New | Q1 2026 | Apr 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 948 | 24 | 0.0% | 0.0% | 402 | -296 | -23.79% | Q1 2026 | May 15, 2026 |
| Strive Financial Group ,LLC | History | No change | 841 | 22 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Networth Advisors, LLC | History | Added to | 816 | 21 | 0.01% | 0.01% | 405 | +52 | 6.81% | Q1 2026 | Apr 22, 2026 |
| Powell Investment Advisors, LLC | History | No change | 788 | 20 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 736 | 19 | 0.0% | 0.0% | 407 | -574 | -43.82% | Q1 2026 | Apr 27, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 717 | 18 | 0.01% | — | 410 | +717 | New | Q1 2026 | Apr 16, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 709 | 18 | 0.01% | 0.01% | 409 | -40 | -5.34% | Q1 2026 | May 07, 2026 |
| Avion Wealth | History | No change | 686 | 18 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | New | 665 | 17 | 0.0% | — | 411 | +665 | New | Q1 2026 | May 19, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 633 | 16 | 0.01% | — | 414 | +633 | New | Q1 2026 | Apr 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 640 | 16 | 0.0% | 0.0% | 413 | +522 | 442.37% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 626 | 16 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 600 | 15 | 0.0% | 0.0% | 415 | +4 | 0.67% | Q1 2026 | May 20, 2026 |
| Coston, McIsaac & Partners | History | No change | 589 | 15 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 558 | 14 | 0.01% | 0.02% | 420 | -223 | -28.55% | Q1 2026 | May 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 550 | 14 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 549 | 14 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 544 | 14 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 499 | 13 | 0.0% | 0.0% | 421 | -749 | -60.02% | Q1 2026 | May 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 492 | 13 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 464 | 12 | 0.0% | — | 424 | +464 | New | Q1 2026 | Apr 28, 2026 |
| Register Financial Advisors LLC | History | No change | 490 | 12 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Archer Investment Corp | History | New | 447 | 11 | 0.0% | — | 425 | +447 | New | Q1 2026 | May 04, 2026 |
| Hickory Point Bank & Trust | History | New | 424 | 11 | 0.01% | — | 426 | +424 | New | Q1 2026 | Apr 03, 2026 |
| EFG International AG | History | New | 411 | 10 | 0.0% | — | 432 | +411 | New | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | New | 409 | 10 | 0.0% | — | 430 | +409 | New | Q1 2026 | May 06, 2026 |
| UMB Bank, n.a. | History | New | 381 | 10 | 0.0% | — | 431 | +381 | New | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Added to | 391 | 10 | 0.01% | 0.0% | 429 | +230 | 142.86% | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | No change | 401 | 10 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| EPG Wealth Management LLC | History | No change | 409 | 10 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bogart Wealth, LLC | History | No change | 358 | 9 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Founders Financial Alliance, LLC | History | New | 321 | 8 | 0.0% | — | 436 | +321 | New | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 302 | 8 | 0.0% | 0.0% | 434 | +44 | 17.05% | Q1 2026 | May 01, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 331 | 8 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| VANGUARD ADVISERS INC | History | New | 288 | 7 | 0.0% | — | 437 | +288 | New | Q1 2026 | May 08, 2026 |
| Johnson Financial Group, Inc. | History | New | 258 | 6 | 0.0% | — | 439 | +258 | New | Q1 2026 | May 07, 2026 |
| Horizon Investments, LLC | History | New | 234 | 6 | 0.0% | — | 440 | +234 | New | Q1 2026 | May 14, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 236 | 6 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 201 | 5 | 0.0% | — | 442 | +201 | New | Q1 2026 | May 08, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 191 | 5 | 0.0% | — | 443 | +191 | New | Q1 2026 | May 14, 2026 |
| New Millennium Group LLC | History | No change | 209 | 5 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | New | 159 | 4 | 0.0% | — | 448 | +159 | New | Q1 2026 | May 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 170 | 4 | 0.0% | 0.0% | 445 | +44 | 34.92% | Q1 2026 | Apr 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 164 | 4 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 183 | 4 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 180 | 4 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | New | 150 | 3 | 0.0% | — | 454 | +150 | New | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 150 | 3 | 0.0% | — | 455 | +150 | New | Q1 2026 | Apr 28, 2026 |
| Walsh & Associates, LLC | History | New | 133 | 3 | 0.0% | — | 458 | +133 | New | Q1 2026 | May 15, 2026 |
| Mosley Wealth Management | History | New | 126 | 3 | 0.0% | — | 457 | +126 | New | Q1 2026 | Apr 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 123 | 3 | 0.0% | — | 456 | +123 | New | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Added to | 122 | 3 | 0.0% | — | 449 | +95 | 351.85% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 144 | 3 | 0.0% | 0.0% | 452 | +76 | 111.76% | Q1 2026 | Apr 22, 2026 |
| Virtus Fixed Income Advisers, LLC | History | Added to | 146 | 3 | 0.0% | 0.0% | 453 | +10 | 7.35% | Q1 2026 | May 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 130 | 3 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | No change | 111 | 3 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 110 | 2 | 0.0% | 0.0% | 459 | -1,036 | -90.4% | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 110 | 2 | 0.0% | — | 464 | +110 | New | Q1 2026 | May 11, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 108 | 2 | 0.0% | — | 466 | +108 | New | Q1 2026 | Apr 21, 2026 |
| Global Wealth Strategies & Associates | History | New | 97 | 2 | 0.0% | — | 465 | +97 | New | Q1 2026 | Apr 03, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 85 | 2 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 90 | 2 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 78 | 2 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 99 | 2 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Destiny Wealth Partners, LLC | History | New | 71 | 1 | 0.0% | — | 474 | +71 | New | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | New | 67 | 1 | 0.0% | — | 471 | +67 | New | Q1 2026 | Apr 17, 2026 |
| SIGNATUREFD, LLC | History | New | 61 | 1 | 0.0% | — | 472 | +61 | New | Q1 2026 | Apr 07, 2026 |
| MCF Advisors LLC | History | New | 50 | 1 | 0.0% | — | 473 | +50 | New | Q1 2026 | May 11, 2026 |
| Anfield Capital Management, LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 61 | 1 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | Closed out | 0 | 0 | — | 8.92% | — | -10,956,900 | -100.0% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -395,726 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -303,560 | -100.0% | Q1 2026 | May 12, 2026 |
| Independence Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 3.72% | — | -249,946 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -147,711 | -100.0% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -141,845 | -100.0% | Q1 2026 | May 11, 2026 |
| 25 LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -64,896 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Fort Point Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -55,165 | -100.0% | Q1 2026 | May 14, 2026 |
| Apollon Financial, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -47,217 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -43,639 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -24,939 | -100.0% | Q1 2026 | Apr 23, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -24,420 | -100.0% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -23,722 | -100.0% | Q1 2026 | May 18, 2026 |
| Private Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -21,426 | -100.0% | Q1 2026 | May 13, 2026 |
| SCS Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,928 | -100.0% | Q1 2026 | May 11, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,868 | -100.0% | Q1 2026 | May 01, 2026 |
| Q3 Asset Management | History | Closed out | 0 | 0 | — | 0.11% | — | -18,050 | -100.0% | Q1 2026 | Apr 28, 2026 |
| APS Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.33% | — | -14,576 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -14,526 | -100.0% | Q1 2026 | Apr 22, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -10,398 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,306 | -100.0% | Q1 2026 | May 14, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -10,226 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,816 | -100.0% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -9,338 | -100.0% | Q1 2026 | Apr 16, 2026 |
| USAdvisors Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,824 | -100.0% | Q1 2026 | Apr 27, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,540 | -100.0% | Q1 2026 | Apr 20, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -8,417 | -100.0% | Q1 2026 | Apr 23, 2026 |
| PKS Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,349 | -100.0% | Q1 2026 | May 13, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,302 | -100.0% | Q1 2026 | May 15, 2026 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -7,878 | -100.0% | Q1 2026 | May 06, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,589 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,788 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,047 | -100.0% | Q1 2026 | Apr 24, 2026 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,395 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -1,245 | -100.0% | Q1 2026 | Apr 13, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -858 | -100.0% | Q1 2026 | May 04, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -786 | -100.0% | Q1 2026 | May 07, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -738 | -100.0% | Q1 2026 | May 11, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -636 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -505 | -100.0% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -373 | -100.0% | Q1 2026 | May 07, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.0% | — | -298 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -230 | -99.57% | Q1 2026 | Apr 14, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -177 | -100.0% | Q1 2026 | May 06, 2026 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q1 2026 | Apr 22, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | May 11, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 28 | 0 | — | — | — | +28 | New | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | Apr 13, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 20, 2026 |
| CURIO WEALTH, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 11, 2026 |
| Kennebec Savings Bank | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 17, 2026 |
| Burk Holdings LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q1 2026 | May 08, 2026 |
| Holos Integrated Wealth LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Rakuten Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Millstone Evans Group, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |