SPDR SERIES TRUST - SPTM
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 | Added to | 8,501,799 | 672,152 | 0.18% | 0.19% | 1 | +199,994 | 2.41% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Added to | 5,436,214 | 429,787 | 0.88% | 0.46% | 2 | +2,687,718 | 97.79% | Q1 2026 | May 06, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 4,588 | 362,727 | 16.11% | 4.77% | 3 | -192,118 | -97.67% | Q1 2026 | Apr 15, 2026 |
| Creative Planning | History | Added to | 4,126,427 | 326,235 | 0.22% | 0.19% | 4 | +919,353 | 28.67% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 3,349,506 | 264,811 | 0.7% | 0.73% | 5 | +83,169 | 2.55% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 3,093,207 | 244,548 | 1.15% | 1.24% | 6 | -107,371 | -3.35% | Q1 2026 | Apr 24, 2026 |
| Valmark Advisers, Inc. | History | Added to | 2,939,835 | 232,423 | 2.76% | 2.91% | 7 | +72,744 | 2.54% | Q1 2026 | May 01, 2026 |
| Tidal Investments LLC | History | Added to | 2,895,155 | 228,890 | 0.48% | 0.55% | 8 | +85,400 | 3.04% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 2,586,827 | 204,514 | 3.98% | 4.12% | 9 | +44,715 | 1.76% | Q1 2026 | Apr 14, 2026 |
| Hughes Financial Services, LLC | History | Added to | 1,671,941 | 132,183 | 20.31% | 20.85% | 10 | +63,076 | 3.92% | Q1 2026 | Apr 29, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 1,532,743 | 121,178 | 24.67% | 27.62% | 11 | -106,123 | -6.48% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,530,737 | 121,020 | 0.01% | 0.01% | 12 | +99,405 | 6.94% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,437,450 | 113,649 | 0.17% | 0.18% | 13 | -28,234 | -1.93% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,405,129 | 112,087 | 0.23% | 0.22% | 14 | -539,495 | -27.74% | Q1 2026 | Apr 08, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 1,412,447 | 111,668 | 10.61% | 11.13% | 15 | -56,787 | -3.87% | Q1 2026 | Apr 27, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 1,385,835 | 110,395 | 1.89% | 2.17% | 16 | -57,996 | -4.02% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,275,581 | 100,832 | 0.02% | 0.03% | 17 | -156,161 | -10.91% | Q1 2026 | May 15, 2026 |
| Keener Financial Planning LLC | History | Added to | 1,086,692 | 85,913 | 36.11% | 36.6% | 18 | +60,084 | 5.85% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 1,071,583 | 84,719 | 0.34% | 0.35% | 19 | +33,053 | 3.18% | Q1 2026 | May 14, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 1,032,092 | 81,597 | 6.89% | 7.58% | 20 | +12,254 | 1.2% | Q1 2026 | Apr 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,026,149 | 81,127 | 0.02% | 0.02% | 21 | -25,030 | -2.38% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,011,111 | 79,938 | 0.02% | 0.04% | 22 | -541,334 | -34.87% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 973,384 | 76,955 | 0.01% | 0.01% | 23 | -316,581 | -24.54% | Q1 2026 | May 15, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 933,841 | 73,829 | 6.63% | 7.29% | 24 | -16,494 | -1.74% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 903,126 | 71,401 | 0.77% | — | 25 | +903,126 | New | Q1 2026 | May 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 494,999 | 70,421 | 0.87% | — | 26 | +494,999 | New | Q1 2026 | May 08, 2026 |
| Legacy Private Trust Co. | History | Reduced | 885,980 | 70,045 | 4.31% | 4.32% | 27 | -6,787 | -0.76% | Q1 2026 | Apr 07, 2026 |
| Wealthquest Corp | History | No change | 841,365 | 69,412 | 5.24% | 5.24% | 28 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 776,616 | 67,449 | 11.28% | 11.37% | 29 | +27,569 | 3.68% | Q1 2026 | May 08, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 840,283 | 66,432 | 14.17% | 14.09% | 30 | +49,068 | 6.2% | Q1 2026 | Apr 10, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 825,503 | 65,264 | 13.37% | 13.57% | 31 | +31,471 | 3.96% | Q1 2026 | Apr 06, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 757,846 | 59,915 | 6.11% | 9.23% | 32 | -288,689 | -27.59% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 752,005 | 59,453 | 0.02% | 0.02% | 33 | +109,131 | 16.98% | Q1 2026 | May 14, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 750,934 | 59,368 | 2.56% | 2.52% | 34 | +17,936 | 2.45% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 749,923 | 59,289 | 0.15% | 0.16% | 35 | +12,912 | 1.75% | Q1 2026 | Apr 30, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 746,648 | 59,030 | 5.6% | 5.51% | 36 | +26,181 | 3.63% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Reduced | 742,992 | 58,740 | 0.08% | 0.09% | 37 | -3,401 | -0.46% | Q1 2026 | May 15, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 707,527 | 55,937 | 17.05% | 14.68% | 38 | +142,205 | 25.15% | Q1 2026 | Apr 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 690,245 | 54,570 | 0.3% | 0.94% | 39 | -1,213,200 | -63.74% | Q1 2026 | May 15, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 678,821 | 54,000 | 20.35% | 21.48% | 40 | +7,707 | 1.15% | Q1 2026 | Apr 29, 2026 |
| Advisors Capital Management, LLC | History | Added to | 649,255 | 51,330 | 0.6% | 0.61% | 41 | +19,834 | 3.15% | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 638,870 | 50,509 | 0.02% | 0.03% | 42 | +13,831 | 2.21% | Q1 2026 | May 15, 2026 |
| Winch Advisory Services, LLC | History | Reduced | 595,816 | 47,105 | 10.75% | 10.89% | 43 | -1,108 | -0.19% | Q1 2026 | Apr 30, 2026 |
| CVFG LLC | History | New | 584,153 | 46,183 | 5.74% | — | 44 | +584,153 | New | Q1 2026 | Apr 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 562,548 | 44,475 | 0.51% | 0.89% | 45 | -386,620 | -40.73% | Q1 2026 | Apr 28, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 485,989 | 38,422 | 10.1% | 11.1% | 46 | -31,397 | -6.07% | Q1 2026 | Apr 10, 2026 |
| GM Advisory Group, LLC | History | Added to | 482,264 | 38,127 | 1.47% | 1.54% | 47 | +4,438 | 0.93% | Q1 2026 | Apr 28, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 481,279 | 37,506 | 4.97% | 6.61% | 48 | -110,538 | -18.68% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 449,400 | 37,075 | 0.24% | 0.22% | 49 | +59,141 | 15.15% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 465,482 | 36,800 | 0.85% | 0.89% | 50 | +22,041 | 4.97% | Q1 2026 | May 04, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 464,256 | 36,704 | 3.0% | 3.18% | 51 | +8,817 | 1.94% | Q1 2026 | Apr 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 462,465 | 36,562 | 0.5% | 0.51% | 52 | +31,550 | 7.32% | Q1 2026 | May 12, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 456,136 | 36,062 | 2.7% | 2.71% | 53 | +11,222 | 2.52% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 443,363 | 35,052 | 0.04% | 0.03% | 54 | +163,826 | 58.61% | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 426,768 | 33,740 | 7.58% | 8.08% | 55 | +17,381 | 4.25% | Q1 2026 | May 14, 2026 |
| Treasure Coast Financial Planning | History | Reduced | 416,689 | 32,945 | 16.96% | 18.34% | 56 | -1,878 | -0.45% | Q1 2026 | May 11, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 414,554 | 32,774 | 4.86% | 6.61% | 57 | -110,519 | -21.05% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 414,084 | 32,737 | 0.26% | 0.29% | 58 | -4,554 | -1.09% | Q1 2026 | Apr 07, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 411,814 | 32,558 | 5.21% | 7.66% | 59 | -174,929 | -29.81% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Wealth | History | Added to | 399,669 | 31,597 | 0.04% | 0.04% | 60 | +1,538 | 0.39% | Q1 2026 | May 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 398,442 | 31,500 | 1.87% | 2.54% | 61 | -128,977 | -24.45% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 393,149 | 30,217 | 0.0% | 0.0% | 62 | +56,584 | 16.81% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 370,999 | 29,331 | 1.23% | — | 63 | +370,999 | New | Q1 2026 | May 14, 2026 |
| Rinkey Investments | History | Reduced | 365,339 | 28,883 | 7.39% | 7.71% | 64 | -2,863 | -0.78% | Q1 2026 | May 11, 2026 |
| Jacobi Capital Management LLC | History | Added to | 363,505 | 28,738 | 1.61% | 1.66% | 65 | +15,328 | 4.4% | Q1 2026 | May 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 356,002 | 28,145 | 10.03% | — | 66 | +356,002 | New | Q1 2026 | May 13, 2026 |
| Financial Planning Fort Collins, LLC | History | Added to | 317,457 | 27,536 | 20.64% | 22.4% | 67 | +8,197 | 2.65% | Q1 2026 | Apr 27, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 336,170 | 26,774 | 4.38% | 4.54% | 68 | +2,923 | 0.88% | Q1 2026 | Apr 20, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 326,097 | 25,781 | 1.0% | 1.4% | 69 | +173,117 | 113.16% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 318,155 | 25,153 | 0.46% | 0.54% | 70 | -31,589 | -9.03% | Q1 2026 | Apr 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 314,766 | 24,885 | 1.38% | 1.37% | 71 | +18,907 | 6.39% | Q1 2026 | Apr 30, 2026 |
| Navigation Group, LLC | History | New | 311,102 | 24,595 | 5.76% | — | 72 | +311,102 | New | Q1 2026 | May 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 305,762 | 24,173 | 0.24% | 0.32% | 73 | -11,851 | -3.73% | Q1 2026 | May 13, 2026 |
| Fox Financial, Inc | History | Reduced | 303,648 | 24,006 | 19.59% | 20.06% | 74 | -1,251 | -0.41% | Q1 2026 | May 07, 2026 |
| RVW Wealth, LLC | History | Reduced | 302,469 | 23,913 | 1.86% | 1.94% | 75 | -5,663 | -1.84% | Q1 2026 | Apr 08, 2026 |
| DORVAL Corp | History | Reduced | 292,442 | 23,120 | 7.17% | 8.38% | 76 | -25,877 | -8.13% | Q1 2026 | Apr 22, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 288,385 | 22,799 | 4.73% | 4.82% | 77 | +23,681 | 8.95% | Q1 2026 | May 14, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 288,268 | 22,790 | 0.67% | 0.73% | 78 | -2,897 | -0.99% | Q1 2026 | Apr 14, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 287,728 | 22,747 | 9.94% | 10.11% | 79 | -28,877 | -9.12% | Q1 2026 | May 01, 2026 |
| Zhang Financial LLC | History | Added to | 283,279 | 22,396 | 0.77% | 0.81% | 80 | +19,586 | 7.43% | Q1 2026 | May 06, 2026 |
| Wall Capital Group, Inc. | History | Added to | 275,965 | 21,817 | 23.29% | 15.5% | 81 | +78,650 | 39.86% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Reduced | 274,523 | 21,703 | 0.16% | 0.21% | 82 | -44,670 | -13.99% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 273,758 | 21,643 | 1.22% | 1.14% | 83 | +15,884 | 6.16% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 261,458 | 20,670 | 0.02% | 0.02% | 84 | +34,237 | 15.07% | Q1 2026 | May 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 247,434 | 19,819 | 2.16% | 3.01% | 85 | +2,238 | 0.91% | Q1 2026 | Apr 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 248,618 | 19,655 | 0.36% | 0.1% | 86 | +183,366 | 281.01% | Q1 2026 | May 11, 2026 |
| BIP Wealth, LLC | History | Reduced | 247,384 | 19,558 | 0.8% | 0.79% | 87 | -23,158 | -8.56% | Q1 2026 | Apr 27, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 240,396 | 19,005 | 0.36% | 0.38% | 88 | -3,874 | -1.59% | Q1 2026 | Apr 16, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 240,018 | 18,975 | 2.65% | 2.89% | 89 | -4,968 | -2.03% | Q1 2026 | Apr 29, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 231,614 | 18,311 | 0.0% | 0.0% | 90 | +5,225 | 2.31% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 224,797 | 17,772 | 0.32% | 0.36% | 91 | -12,965 | -5.45% | Q1 2026 | May 07, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 210,628 | 16,652 | 2.12% | 2.68% | 92 | -37,275 | -15.04% | Q1 2026 | Apr 16, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 208,592 | 16,491 | 8.74% | 9.37% | 93 | +4,655 | 2.28% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 205,297 | 16,230 | 0.23% | 0.28% | 94 | -4,249 | -2.03% | Q1 2026 | Apr 10, 2026 |
| Capasso Planning Partners LLC | History | No change | 196,326 | 16,196 | 8.87% | 8.87% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 202,760 | 16,030 | 1.69% | 1.8% | 96 | +1,395 | 0.69% | Q1 2026 | May 04, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 196,202 | 15,511 | 5.88% | 5.42% | 97 | +16,169 | 8.98% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 188,302 | 14,887 | 0.4% | 0.39% | 98 | +3,418 | 1.85% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 188,259 | 14,883 | 0.35% | 0.39% | 99 | -21,540 | -10.27% | Q1 2026 | May 15, 2026 |
| Mueller Wealth, LLC | History | Reduced | 186,804 | 14,768 | 11.78% | 12.95% | 100 | -2,807 | -1.48% | Q1 2026 | May 01, 2026 |
| Facet Wealth, Inc. | History | Added to | 181,575 | 14,355 | 0.25% | 0.26% | 101 | +7,818 | 4.5% | Q1 2026 | May 07, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 180,319 | 14,255 | 0.12% | 0.13% | 102 | -6,785 | -3.63% | Q1 2026 | May 11, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 176,720 | 13,971 | 1.56% | 1.72% | 103 | -3,804 | -2.11% | Q1 2026 | Apr 29, 2026 |
| Clearstead Advisors, LLC | History | Added to | 173,087 | 13,684 | 0.12% | 0.02% | 104 | +157,771 | 1030.11% | Q1 2026 | May 06, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 155,676 | 13,615 | 8.74% | 8.44% | 105 | +9,107 | 6.21% | Q1 2026 | May 06, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 171,376 | 13,542 | 1.01% | 0.83% | 106 | +5,629 | 3.4% | Q1 2026 | May 20, 2026 |
| Bensler, LLC | History | Added to | 170,744 | 13,499 | 1.39% | 1.39% | 107 | +2,826 | 1.68% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 168,782 | 13,343 | 0.0% | 0.0% | 108 | +7,454 | 4.62% | Q1 2026 | May 15, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 166,770 | 13,184 | 3.1% | 2.81% | 109 | +21,218 | 14.58% | Q1 2026 | Apr 23, 2026 |
| Ervin Investment Management, LLC | History | Added to | 165,710 | 13,100 | 7.67% | 7.47% | 110 | +4,051 | 2.51% | Q1 2026 | Apr 08, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 160,522 | 12,696 | 0.88% | 0.42% | 111 | +101,418 | 171.59% | Q1 2026 | May 18, 2026 |
| XML Financial, LLC | History | Added to | 160,153 | 12,661 | 1.02% | 1.06% | 112 | +2,039 | 1.29% | Q1 2026 | Apr 16, 2026 |
| Royal Harbor Partners, LLC | History | Reduced | 158,736 | 12,549 | 4.25% | 6.27% | 113 | -71,369 | -31.02% | Q1 2026 | Apr 24, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 155,228 | 12,313 | 1.52% | 1.49% | 114 | -1,227 | -0.78% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Added to | 153,512 | 12,136 | 0.04% | 0.03% | 115 | +18,553 | 13.75% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 152,060 | 12,113 | 0.11% | 0.15% | 116 | -12,421 | -7.55% | Q1 2026 | Apr 07, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 149,781 | 11,841 | 1.57% | 1.05% | 117 | +68,447 | 84.16% | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 139,395 | 11,500 | 0.2% | 0.2% | 118 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 145,418 | 11,496 | 1.7% | 1.88% | 119 | -2,913 | -1.96% | Q1 2026 | Apr 16, 2026 |
| UBS Group AG | History | Reduced | 145,237 | 11,482 | 0.0% | 0.0% | 120 | -3,240 | -2.18% | Q1 2026 | May 05, 2026 |
| TD Capital Management LLC | History | Added to | 144,319 | 11,409 | 1.03% | 1.03% | 121 | +3,962 | 2.82% | Q1 2026 | May 11, 2026 |
| Evensky & Katz LLC | History | Reduced | 141,417 | 11,180 | 0.64% | 0.69% | 122 | -6,204 | -4.2% | Q1 2026 | Apr 22, 2026 |
| Spartan Planning & Wealth Management | History | Reduced | 140,234 | 11,086 | 8.2% | 12.9% | 123 | -71,697 | -33.83% | Q1 2026 | Apr 16, 2026 |
| G&S Capital LLC | History | Reduced | 140,037 | 11,071 | 3.89% | 4.45% | 124 | -12,515 | -8.2% | Q1 2026 | Apr 07, 2026 |
| Balefire, LLC | History | Reduced | 139,934 | 11,063 | 2.08% | 3.55% | 125 | -81,137 | -36.7% | Q1 2026 | May 07, 2026 |
| M3 Wealth Management, LLC | History | Added to | 137,835 | 10,897 | 8.39% | 8.6% | 126 | +9,866 | 7.71% | Q1 2026 | May 05, 2026 |
| Balentine LLC | History | Reduced | 137,544 | 10,874 | 0.44% | 0.44% | 127 | -3,599 | -2.55% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 135,272 | 10,694 | 0.03% | 0.07% | 128 | -211,809 | -61.03% | Q1 2026 | May 04, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Reduced | 133,080 | 10,521 | 3.98% | 4.12% | 129 | -1,612 | -1.2% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | Reduced | 131,905 | 10,428 | 1.99% | 2.13% | 130 | -9,243 | -6.55% | Q1 2026 | Apr 03, 2026 |
| Redwood Financial Network Corp | History | Added to | 129,099 | 10,206 | 6.69% | 6.71% | 131 | +1,574 | 1.23% | Q1 2026 | May 14, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 128,874 | 10,188 | 1.17% | 0.92% | 132 | +27,897 | 27.63% | Q1 2026 | Apr 24, 2026 |
| IRON Financial LLC | History | Added to | 128,815 | 10,184 | 4.45% | 4.88% | 133 | +111 | 0.09% | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | Added to | 127,942 | 10,115 | 0.37% | 0.42% | 134 | +17,485 | 15.83% | Q1 2026 | May 19, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 126,650 | 10,012 | 1.0% | 1.04% | 135 | -543 | -0.43% | Q1 2026 | Apr 30, 2026 |
| Freedom Day Solutions, LLC | History | Reduced | 124,335 | 9,829 | 2.64% | 2.84% | 136 | -2,344 | -1.85% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 122,642 | 9,696 | 0.02% | 0.01% | 137 | +57,051 | 86.98% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 121,172 | 9,579 | 0.01% | 0.02% | 138 | -69,661 | -36.5% | Q1 2026 | Apr 27, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 118,567 | 9,373 | 3.48% | 4.72% | 139 | -33,118 | -21.83% | Q1 2026 | Apr 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 118,409 | 9,361 | 0.21% | 0.22% | 140 | +502 | 0.43% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 117,590 | 9,296 | 0.0% | 0.0% | 141 | +12,370 | 11.76% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 99,469 | 8,896 | 0.24% | 0.39% | 142 | -11,107 | -10.04% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 110,219 | 8,713 | 0.06% | 0.0% | 143 | +110,119 | 110119.0% | Q1 2026 | Apr 14, 2026 |
| Aldebaran Financial Inc. | History | Added to | 104,353 | 8,250 | 7.84% | 7.57% | 144 | +5,870 | 5.96% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 104,170 | 8,235 | 0.0% | 0.0% | 145 | +92,841 | 819.5% | Q1 2026 | May 12, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 102,183 | 8,078 | 3.63% | 3.62% | 146 | +4,655 | 4.77% | Q1 2026 | Apr 16, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 100,279 | 7,928 | 5.22% | 5.35% | 147 | +3,192 | 3.29% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 98,844 | 7,815 | 0.21% | 0.23% | 148 | -677 | -0.68% | Q1 2026 | May 14, 2026 |
| FreeGulliver LLC | History | Added to | 98,584 | 7,794 | 3.29% | 2.94% | 149 | +1,880 | 1.94% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 97,742 | 7,730 | 0.05% | 0.05% | 150 | -5,568 | -5.39% | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 96,528 | 7,631 | 1.75% | 1.85% | 151 | -1,121 | -1.15% | Q1 2026 | Apr 28, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 96,331 | 7,615 | 1.0% | 1.0% | 152 | +8,727 | 9.96% | Q1 2026 | May 12, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 95,083 | 7,517 | 0.79% | 0.82% | 153 | +5,435 | 6.06% | Q1 2026 | Apr 29, 2026 |
| Advisory Services Network, LLC | History | Reduced | 93,412 | 7,385 | 0.1% | 0.12% | 154 | -11,829 | -11.24% | Q1 2026 | May 15, 2026 |
| Breakwater Investment Management | History | Added to | 92,755 | 7,333 | 2.73% | 2.72% | 155 | +1,736 | 1.91% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 89,740 | 7,094 | 0.03% | 0.02% | 156 | +22,084 | 32.64% | Q1 2026 | Apr 30, 2026 |
| Private Wealth Group, LLC | History | Added to | 87,634 | 6,928 | 3.23% | 3.23% | 157 | +5,974 | 7.32% | Q1 2026 | Apr 23, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 86,206 | 6,815 | 2.81% | 2.78% | 158 | +293 | 0.34% | Q1 2026 | Apr 22, 2026 |
| Mutual Advisors, LLC | History | Added to | 85,878 | 6,789 | 0.15% | 0.15% | 159 | +2,134 | 2.55% | Q1 2026 | May 01, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 85,112 | 6,728 | 1.07% | 1.42% | 160 | -15,240 | -15.19% | Q1 2026 | Apr 09, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 84,925 | 6,714 | 0.11% | 0.11% | 161 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 84,091 | 6,648 | 4.42% | 4.82% | 162 | -3,863 | -4.39% | Q1 2026 | May 07, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 83,197 | 6,577 | 5.18% | 5.12% | 163 | +7,939 | 10.55% | Q1 2026 | Apr 24, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 79,461 | 6,555 | 4.1% | 4.1% | 164 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 82,209 | 6,499 | 0.15% | 0.17% | 165 | -788 | -0.95% | Q1 2026 | May 11, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 81,364 | 6,432 | 2.42% | 2.6% | 166 | -356 | -0.44% | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | Reduced | 80,893 | 6,395 | 0.07% | 0.08% | 167 | -2,330 | -2.8% | Q1 2026 | May 05, 2026 |
| TrueWealth Financial Partners | History | No change | 76,540 | 6,314 | 5.21% | 5.21% | 168 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 78,951 | 6,241 | 0.27% | 0.28% | 169 | +8,001 | 11.28% | Q1 2026 | Apr 28, 2026 |
| Roundview Capital LLC | History | Added to | 78,476 | 6,204 | 0.39% | 0.39% | 170 | +1,627 | 2.12% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Reduced | 78,394 | 6,197 | 0.03% | 0.04% | 171 | -2,128 | -2.64% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 76,505 | 6,048 | 0.01% | 0.01% | 172 | +13,030 | 20.53% | Q1 2026 | May 05, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 76,076 | 6,014 | 1.02% | 1.11% | 173 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 77,472 | 5,988 | 0.0% | 0.0% | 174 | +6,918 | 9.81% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 74,652 | 5,901 | 0.15% | 0.16% | 175 | -4,134 | -5.25% | Q1 2026 | Apr 29, 2026 |
| PAX Financial Group, LLC | History | Reduced | 74,079 | 5,856 | 1.0% | 1.11% | 176 | -4,091 | -5.23% | Q1 2026 | Apr 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 73,900 | 5,842 | 0.0% | 0.0% | 177 | +43,500 | 143.09% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 69,088 | 5,462 | 0.17% | 0.22% | 178 | -11,616 | -14.39% | Q1 2026 | May 15, 2026 |
| Values Added Financial LLC | History | Reduced | 68,612 | 5,424 | 2.28% | 2.4% | 179 | -361 | -0.52% | Q1 2026 | Apr 20, 2026 |
| IHT Wealth Management, LLC | History | Added to | 68,145 | 5,387 | 0.13% | 0.14% | 180 | +372 | 0.55% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 68,030 | 5,344 | 0.01% | 0.01% | 181 | +10,509 | 18.27% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 67,243 | 5,316 | 0.01% | 0.01% | 182 | +1,045 | 1.58% | Q1 2026 | May 14, 2026 |
| CGN Advisors LLC | History | Added to | 66,986 | 5,295 | 0.42% | 0.39% | 183 | +6,998 | 11.67% | Q1 2026 | Apr 13, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 66,581 | 5,263 | 1.36% | 2.36% | 184 | -47,580 | -41.68% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 66,024 | 5,219 | 0.03% | 0.04% | 185 | +3,360 | 5.36% | Q1 2026 | May 15, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Added to | 65,631 | 5,189 | 0.49% | 0.49% | 186 | +1,600 | 2.5% | Q1 2026 | Apr 02, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 64,097 | 5,067 | 1.86% | 1.95% | 187 | +64 | 0.1% | Q1 2026 | Apr 17, 2026 |
| JT Stratford LLC | History | Reduced | 63,083 | 4,987 | 0.63% | 0.81% | 188 | -13,373 | -17.49% | Q1 2026 | May 15, 2026 |
| Apeiron RIA LLC | History | Added to | 62,712 | 4,957 | 1.15% | 0.97% | 189 | +5,871 | 10.33% | Q1 2026 | Apr 27, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 62,577 | 4,947 | 0.56% | 0.41% | 190 | +17,149 | 37.75% | Q1 2026 | Apr 16, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 62,504 | 4,941 | 0.22% | 0.22% | 191 | -21 | -0.03% | Q1 2026 | May 12, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 61,455 | 4,858 | 1.85% | 1.38% | 192 | -7,502 | -10.88% | Q1 2026 | May 04, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 61,224 | 4,840 | 0.7% | 0.78% | 193 | -1,629 | -2.59% | Q1 2026 | Apr 21, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 59,565 | 4,709 | 1.54% | 1.56% | 194 | +3,199 | 5.68% | Q1 2026 | Apr 24, 2026 |
| Avior Wealth Management, LLC | History | Added to | 59,247 | 4,684 | 0.13% | 0.14% | 195 | +5,853 | 10.96% | Q1 2026 | Apr 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 58,659 | 4,637 | 0.07% | 0.1% | 196 | -1,912 | -3.16% | Q1 2026 | May 15, 2026 |
| Andrews Advisory Associates, LLC | History | Reduced | 58,426 | 4,619 | 2.43% | 2.89% | 197 | -7,376 | -11.21% | Q1 2026 | May 14, 2026 |
| Austin Wealth Management, LLC | History | Added to | 57,637 | 4,616 | 1.05% | 0.7% | 198 | +607 | 1.06% | Q1 2026 | Apr 14, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 57,934 | 4,580 | 2.1% | 2.84% | 199 | -39,877 | -40.77% | Q1 2026 | May 05, 2026 |
| TKG Advisors, LLC | History | Reduced | 57,615 | 4,555 | 1.88% | 2.12% | 200 | -5,956 | -9.37% | Q1 2026 | Apr 24, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 57,447 | 4,541 | 0.63% | 0.54% | 201 | +11,550 | 25.17% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 56,115 | 4,436 | 0.04% | 0.03% | 202 | +24,884 | 79.68% | Q1 2026 | May 15, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 55,114 | 4,357 | 1.2% | 1.29% | 203 | -5,014 | -8.34% | Q1 2026 | May 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 52,984 | 4,188 | 0.24% | 0.26% | 204 | +26,432 | 99.55% | Q1 2026 | Apr 22, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 52,608 | 4,159 | 0.07% | 0.06% | 205 | +4,526 | 9.41% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 52,100 | 4,119 | 0.0% | 0.0% | 206 | -7,242 | -12.2% | Q1 2026 | May 15, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 51,726 | 4,089 | 1.02% | 1.23% | 207 | -2,555 | -4.71% | Q1 2026 | Apr 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 51,684 | 4,086 | 0.07% | 0.02% | 208 | +42,100 | 439.27% | Q1 2026 | May 18, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 51,487 | 4,070 | 0.04% | 0.03% | 209 | +12,092 | 30.69% | Q1 2026 | May 08, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 51,280 | 4,054 | 4.2% | 5.01% | 210 | -9,471 | -15.59% | Q1 2026 | Apr 21, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 51,155 | 4,044 | 0.32% | 0.35% | 211 | -3,284 | -6.03% | Q1 2026 | May 15, 2026 |
| DAGCO, INC. | History | Reduced | 49,549 | 3,917 | 0.85% | 1.1% | 212 | -7,928 | -13.79% | Q1 2026 | Apr 20, 2026 |
| Advisor OS, LLC | History | Reduced | 49,490 | 3,912 | 0.28% | 0.35% | 213 | -2,607 | -5.0% | Q1 2026 | May 07, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 47,424 | 3,898 | 0.74% | 0.81% | 214 | -2,179 | -4.39% | Q1 2026 | Apr 09, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 49,122 | 3,883 | 0.47% | 0.53% | 215 | -2,291 | -4.46% | Q1 2026 | May 05, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 49,062 | 3,878 | 1.07% | 1.16% | 216 | +716 | 1.48% | Q1 2026 | Apr 23, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 47,346 | 3,743 | 0.3% | 0.27% | 217 | +7,509 | 18.85% | Q1 2026 | May 15, 2026 |
| BANK OF HAWAII | History | Reduced | 46,044 | 3,640 | 0.19% | 0.19% | 218 | -485 | -1.04% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 43,821 | 3,615 | 0.07% | 0.07% | 219 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 45,586 | 3,603 | 0.48% | 0.42% | 220 | +6,169 | 15.65% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 44,753 | 3,538 | 0.03% | 0.03% | 221 | -8,446 | -15.88% | Q1 2026 | May 11, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 44,277 | 3,500 | 0.78% | 0.78% | 222 | +3,679 | 9.06% | Q1 2026 | Apr 22, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 42,911 | 3,392 | 1.53% | 1.57% | 223 | -94 | -0.22% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Added to | 42,608 | 3,369 | 0.01% | 0.01% | 224 | +4,006 | 10.38% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 42,502 | 3,360 | 0.0% | 0.0% | 225 | +94 | 0.22% | Q1 2026 | May 07, 2026 |
| KWB Wealth | History | Reduced | 40,687 | 3,356 | 0.33% | 0.32% | 226 | -81 | -0.2% | Q1 2026 | Apr 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 40,674 | 3,215 | 0.02% | 0.02% | 227 | +14 | 0.03% | Q1 2026 | Apr 30, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 39,712 | 3,155 | 0.12% | 0.23% | 228 | +22,256 | 127.5% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 39,599 | 3,130 | 0.02% | 0.02% | 229 | +619 | 1.59% | Q1 2026 | May 13, 2026 |
| Quent Capital, LLC | History | Added to | 39,135 | 3,094 | 0.22% | 0.22% | 230 | +2,018 | 5.44% | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 37,980 | 3,002 | 0.0% | 0.0% | 231 | +78 | 0.21% | Q1 2026 | May 12, 2026 |
| Claro Advisors Inc. | History | Added to | 37,465 | 2,962 | 0.36% | 0.39% | 232 | +2,338 | 6.66% | Q1 2026 | Apr 21, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 35,602 | 2,814 | 0.01% | 0.01% | 233 | -25,881 | -42.09% | Q1 2026 | May 15, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 34,885 | 2,758 | 0.61% | 0.54% | 235 | +6,202 | 21.62% | Q1 2026 | Apr 14, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 34,887 | 2,758 | 0.92% | 0.91% | 234 | +1,539 | 4.61% | Q1 2026 | May 08, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 34,657 | 2,739 | 0.11% | 0.06% | 236 | +13,744 | 65.72% | Q1 2026 | May 12, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 33,050 | 2,726 | 0.25% | 0.25% | 237 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 34,357 | 2,716 | 0.49% | 0.52% | 238 | +854 | 2.55% | Q1 2026 | May 11, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 34,280 | 2,710 | 0.25% | 0.26% | 239 | +1,140 | 3.44% | Q1 2026 | Apr 23, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 34,056 | 2,692 | 1.17% | 1.25% | 240 | -242 | -0.71% | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 33,513 | 2,649 | 0.07% | 0.07% | 241 | +1,402 | 4.37% | Q1 2026 | May 12, 2026 |
| Bawa N Mallick Trust | History | No change | 33,400 | 2,640 | 1.08% | 1.02% | 242 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 32,716 | 2,586 | 1.88% | 2.22% | 243 | -4,526 | -12.15% | Q1 2026 | May 05, 2026 |
| Altus Wealth Group LLC | History | Reduced | 32,541 | 2,572 | 1.05% | 1.12% | 244 | -1,291 | -3.82% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 32,047 | 2,533 | 0.0% | 0.0% | 245 | +2,999 | 10.32% | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | Reduced | 31,824 | 2,516 | 0.21% | 0.22% | 246 | -1,072 | -3.26% | Q1 2026 | May 15, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 30,290 | 2,498 | 0.55% | 0.55% | 247 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 31,536 | 2,493 | 0.01% | 0.0% | 248 | +4,657 | 17.33% | Q1 2026 | May 14, 2026 |
| SFMG, LLC | History | No change | 31,434 | 2,485 | 0.17% | 0.17% | 249 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 31,038 | 2,453 | 0.5% | 0.56% | 250 | -5,894 | -15.96% | Q1 2026 | May 14, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 28,587 | 2,409 | 0.16% | 0.16% | 251 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 30,410 | 2,404 | 0.01% | 0.01% | 252 | +5,332 | 21.26% | Q1 2026 | May 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 30,383 | 2,402 | 0.43% | 0.51% | 253 | -1,629 | -5.09% | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 29,953 | 2,368 | 0.36% | 0.4% | 254 | -722 | -2.35% | Q1 2026 | May 04, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 29,522 | 2,334 | 0.21% | 0.25% | 255 | +3,860 | 15.04% | Q1 2026 | May 12, 2026 |
| OneAscent Financial Services LLC | History | New | 29,031 | 2,295 | 0.12% | — | 256 | +29,031 | New | Q1 2026 | Apr 21, 2026 |
| Composition Wealth, LLC | History | Added to | 27,719 | 2,191 | 0.03% | 0.03% | 257 | +5,039 | 22.22% | Q1 2026 | Apr 08, 2026 |
| Orca Investment Management, LLC | History | Added to | 27,624 | 2,183 | 1.86% | 1.74% | 258 | +869 | 3.25% | Q1 2026 | Apr 23, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 27,584 | 2,180 | 0.04% | 0.04% | 259 | +508 | 1.88% | Q1 2026 | Apr 10, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 27,523 | 2,175 | 0.33% | 0.35% | 260 | +256 | 0.94% | Q1 2026 | Apr 14, 2026 |
| Financial Enhancement Group LLC | History | Added to | 25,158 | 2,171 | 0.27% | 0.27% | 261 | +465 | 1.88% | Q1 2026 | Apr 20, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 27,062 | 2,139 | 0.03% | 0.03% | 262 | -2,169 | -7.42% | Q1 2026 | May 06, 2026 |
| SEEDS INVESTOR LLC | History | New | 24,971 | 2,107 | 0.29% | — | 263 | +24,971 | New | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 26,541 | 2,098 | 0.0% | 0.01% | 264 | -95,018 | -78.17% | Q1 2026 | Apr 27, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 26,534 | 2,097 | 0.01% | 0.01% | 265 | -6,684 | -20.12% | Q1 2026 | May 14, 2026 |
| Destination Wealth Management | History | Reduced | 26,460 | 2,091 | 0.05% | 0.06% | 266 | -370 | -1.38% | Q1 2026 | May 15, 2026 |
| Red Mountain Financial, LLC | History | Reduced | 26,272 | 2,077 | 1.96% | 2.14% | 267 | -110 | -0.42% | Q1 2026 | Apr 28, 2026 |
| Jacksonville Wealth Management, LLC | History | Reduced | 26,194 | 2,070 | 1.4% | 1.61% | 268 | -1,365 | -4.95% | Q1 2026 | Apr 28, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 23,942 | 2,069 | 0.05% | 0.05% | 269 | +152 | 0.64% | Q1 2026 | May 04, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 25,824 | 2,041 | 0.11% | 0.13% | 270 | +505 | 1.99% | Q1 2026 | Apr 29, 2026 |
| LJI Wealth Management, LLC | History | Added to | 25,621 | 2,025 | 0.32% | 0.29% | 271 | +2,255 | 9.65% | Q1 2026 | May 04, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 25,594 | 2,023 | 0.2% | 0.18% | 272 | +3,661 | 16.69% | Q1 2026 | Apr 15, 2026 |
| LexAurum Advisors, LLC | History | New | 25,506 | 2,016 | 0.26% | — | 273 | +25,506 | New | Q1 2026 | Apr 13, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 25,427 | 2,010 | 1.33% | 1.48% | 274 | -2,773 | -9.83% | Q1 2026 | Apr 21, 2026 |
| Flagstone Financial Management | History | No change | 25,023 | 1,978 | 0.49% | 0.53% | 275 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 24,763 | 1,957 | 0.47% | 0.54% | 276 | -241 | -0.96% | Q1 2026 | Apr 24, 2026 |
| Oakwell Private Wealth Management, LLC | History | Reduced | 24,617 | 1,946 | 0.35% | 0.38% | 277 | -89 | -0.36% | Q1 2026 | May 01, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 24,230 | 1,915 | 0.6% | 0.75% | 278 | -6,042 | -19.96% | Q1 2026 | Apr 23, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 24,164 | 1,910 | 0.0% | 0.0% | 279 | +1,074 | 4.65% | Q1 2026 | May 13, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 24,116 | 1,906 | 0.07% | 0.09% | 280 | -583 | -2.36% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Reduced | 23,934 | 1,892 | 0.01% | 0.01% | 281 | -704 | -2.86% | Q1 2026 | May 15, 2026 |
| MATAURO, LLC | History | Reduced | 23,598 | 1,865 | 0.27% | 0.31% | 282 | -1,009 | -4.1% | Q1 2026 | Apr 22, 2026 |
| Sharper & Granite LLC | History | Reduced | 23,586 | 1,864 | 0.64% | 0.76% | 283 | -2,468 | -9.47% | Q1 2026 | Apr 08, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 23,532 | 1,860 | 0.93% | 1.06% | 284 | -2,300 | -8.9% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 23,429 | 1,852 | 0.03% | 0.03% | 285 | +91 | 0.39% | Q1 2026 | May 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 23,312 | 1,843 | 0.1% | 0.11% | 286 | +16 | 0.07% | Q1 2026 | Apr 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 23,101 | 1,826 | 0.06% | 0.06% | 287 | -51 | -0.22% | Q1 2026 | May 11, 2026 |
| NorthRock Partners, LLC | History | Added to | 23,093 | 1,825 | 0.03% | 0.02% | 288 | +6,302 | 37.53% | Q1 2026 | May 15, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 22,779 | 1,800 | 0.51% | 0.54% | 289 | -26 | -0.11% | Q1 2026 | May 01, 2026 |
| Auxano Advisors, LLC | History | New | 22,482 | 1,777 | 0.35% | — | 290 | +22,482 | New | Q1 2026 | May 01, 2026 |
| Trilogy Capital Inc. | History | Added to | 22,070 | 1,744 | 0.08% | 0.08% | 291 | +595 | 2.77% | Q1 2026 | Apr 21, 2026 |
| Mosaic Advisors LLC | History | No change | 19,863 | 1,722 | 2.58% | 3.14% | 292 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SEMITAM BONAM LLC | History | Added to | 21,720 | 1,717 | 1.4% | 1.46% | 293 | +415 | 1.95% | Q1 2026 | Apr 21, 2026 |
| Broderick Brian C | History | Reduced | 21,600 | 1,707 | 0.31% | 0.36% | 294 | -1,775 | -7.59% | Q1 2026 | May 07, 2026 |
| Climber Capital SA | History | No change | 21,575 | 1,704 | 1.12% | 1.16% | 295 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Procyon Advisors, LLC | History | Reduced | 21,478 | 1,698 | 0.08% | 0.09% | 296 | -69 | -0.32% | Q1 2026 | May 04, 2026 |
| NOVEM GROUP | History | Added to | 21,257 | 1,680 | 0.19% | 0.2% | 297 | +499 | 2.4% | Q1 2026 | Apr 10, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 21,186 | 1,674 | 0.13% | 0.22% | 298 | -12,289 | -36.71% | Q1 2026 | May 07, 2026 |
| Walsh & Associates, LLC | History | Added to | 21,076 | 1,666 | 1.65% | 1.59% | 299 | +1,538 | 7.87% | Q1 2026 | May 15, 2026 |
| Decker Wealth Management LLC | History | Added to | 20,975 | 1,658 | 0.38% | 0.38% | 300 | +16 | 0.08% | Q1 2026 | May 06, 2026 |