SPDR SERIES TRUST - SPYD
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 | 4,663,639 | 212,288 | 0.06% | 0.05% | 1 | +139,000 | 3.07% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,355,856 | 198,252 | 0.05% | 0.04% | 2 | +46,823 | 1.09% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,356,512 | 152,788 | 0.01% | 0.01% | 3 | +30,295 | 0.91% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 3,315,128 | 150,904 | 1.28% | 1.19% | 4 | -88,325 | -2.6% | Q1 2026 | May 11, 2026 |
| Auto-Owners Insurance Co | History | No change | 2,740,000 | 124,834 | 2.61% | 2.5% | 5 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MORGAN STANLEY | History | Added to | 1,594,187 | 72,567 | 0.0% | 0.0% | 6 | +47,947 | 3.1% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,479,156 | 67,331 | 1.85% | 1.7% | 7 | -49,603 | -3.24% | Q1 2026 | Apr 27, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 867,285 | 39,478 | 0.27% | 0.27% | 8 | -33,152 | -3.68% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 767,341 | 34,929 | 0.01% | 0.0% | 9 | +54,814 | 7.69% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 734,555 | 33,436 | 0.01% | 0.0% | 10 | +485,175 | 194.55% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 695,744 | 31,670 | 0.01% | 0.01% | 11 | -18,469 | -2.59% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 557,902 | 25,395 | 0.04% | 0.03% | 12 | +16,501 | 3.05% | Q1 2026 | Apr 27, 2026 |
| Curran Financial Partners, LLC | History | Added to | 556,216 | 25,318 | 4.53% | 4.27% | 13 | +36,573 | 7.04% | Q1 2026 | Apr 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 516,736 | 23,521 | 0.0% | 0.0% | 14 | -9,540 | -1.81% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 516,486 | 23,510 | 0.01% | 0.01% | 15 | -87,280 | -14.46% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 474,540 | 21,601 | 0.0% | 0.0% | 16 | -53,752 | -10.17% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 453,392 | 19,609 | 0.01% | 0.01% | 17 | +16,760 | 3.84% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Added to | 392,068 | 17,846 | 0.39% | 0.28% | 18 | +31,502 | 8.74% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 341,655 | 15,552 | 0.02% | 0.01% | 19 | +28,297 | 9.03% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 339,086 | 15,436 | 0.02% | 0.02% | 20 | -6,563 | -1.9% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 334,552 | 15,228 | 0.0% | 0.0% | 21 | -141,323 | -29.7% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 320,603 | 14,593 | 0.02% | 0.01% | 22 | +17,425 | 5.75% | Q1 2026 | May 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 308,980 | 14,064 | 2.5% | 2.48% | 23 | +10,787 | 3.62% | Q1 2026 | May 08, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 282,431 | 12,856 | 0.03% | 0.03% | 24 | -3,316 | -1.16% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 272,047 | 12,383 | 0.01% | 0.01% | 25 | +15,315 | 5.97% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 243,434 | 11,081 | 0.03% | 0.02% | 26 | +8,726 | 3.72% | Q1 2026 | Apr 22, 2026 |
| SWS Partners | History | Reduced | 242,031 | 11,017 | 2.72% | 2.57% | 27 | -4,184 | -1.7% | Q1 2026 | Apr 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 240,762 | 10,860 | 0.0% | 0.0% | 28 | -1,913 | -0.79% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 232,596 | 10,587 | 0.12% | 0.14% | 29 | -4,081 | -1.72% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 219,683 | 9,999 | 0.03% | 0.02% | 30 | +44,729 | 25.57% | Q1 2026 | May 14, 2026 |
| Cercano Management LLC | History | No change | 217,913 | 9,919 | 0.43% | 0.36% | 31 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 211,068 | 9,607 | 0.01% | 0.01% | 32 | +4,446 | 2.15% | Q1 2026 | Apr 27, 2026 |
| StoneX Group Inc. | History | Reduced | 205,362 | 9,348 | 0.5% | 0.4% | 33 | -9,701 | -4.51% | Q1 2026 | May 14, 2026 |
| Keystone Financial Planning, Inc. | History | Added to | 196,319 | 8,936 | 2.39% | 2.41% | 34 | +4,259 | 2.22% | Q1 2026 | Apr 09, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 195,322 | 8,891 | 1.24% | 1.12% | 35 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Elite Financial, Inc. | History | Reduced | 192,761 | 8,774 | 3.93% | 3.81% | 36 | -1,153 | -0.59% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 191,158 | 8,701 | 0.01% | 0.01% | 37 | +15,698 | 8.95% | Q1 2026 | May 12, 2026 |
| COWA, LLC | History | Reduced | 187,874 | 8,552 | 2.31% | 2.49% | 38 | -1,651 | -0.87% | Q1 2026 | May 14, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 166,290 | 7,569 | 3.17% | 2.9% | 39 | -123 | -0.07% | Q1 2026 | Apr 22, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 162,306 | 7,388 | 0.02% | 0.01% | 40 | +100,000 | 160.5% | Q1 2026 | May 13, 2026 |
| Waterloo Capital, L.P. | History | Added to | 156,327 | 7,116 | 0.5% | 0.46% | 41 | +7,363 | 4.94% | Q1 2026 | May 12, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 147,601 | 6,718 | 0.24% | 0.2% | 42 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 146,506 | 6,669 | 0.11% | 0.08% | 43 | +61,277 | 71.9% | Q1 2026 | Apr 21, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 144,929 | 6,597 | 0.63% | 0.56% | 44 | +6,595 | 4.77% | Q1 2026 | May 06, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 141,552 | 6,443 | 0.25% | 0.35% | 45 | +69,064 | 95.28% | Q1 2026 | May 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 134,597 | 6,126 | 1.44% | 1.85% | 46 | -42,817 | -24.13% | Q1 2026 | Apr 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 133,146 | 6,060 | 0.0% | 0.0% | 47 | +45,311 | 51.59% | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 127,924 | 5,823 | 0.84% | 0.83% | 48 | -3,015 | -2.3% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 127,459 | 5,802 | 0.01% | 0.02% | 49 | -5,365 | -4.04% | Q1 2026 | Apr 30, 2026 |
| CGN Advisors LLC | History | Added to | 125,727 | 5,723 | 0.45% | 0.4% | 50 | +9,433 | 8.11% | Q1 2026 | Apr 13, 2026 |
| Curi Capital, LLC | History | No change | 124,700 | 5,676 | 0.1% | 0.09% | 51 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 120,329 | 5,477 | 0.04% | 0.03% | 52 | +5,273 | 4.58% | Q1 2026 | May 07, 2026 |
| Venture Visionary Partners LLC | History | Added to | 119,055 | 5,419 | 0.18% | 0.15% | 53 | +10,521 | 9.69% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 115,920 | 5,276 | 0.03% | 0.03% | 54 | +536 | 0.46% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 112,434 | 5,117 | 0.0% | 0.0% | 55 | -7,834 | -6.51% | Q1 2026 | May 07, 2026 |
| BIP Wealth, LLC | History | Reduced | 110,983 | 5,051 | 0.21% | 0.18% | 56 | -4,192 | -3.64% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Reduced | 107,923 | 4,912 | 0.04% | 0.04% | 57 | -2,696 | -2.44% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 104,906 | 4,775 | 0.02% | 0.02% | 58 | -673 | -0.64% | Q1 2026 | May 14, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 102,075 | 4,646 | 0.17% | 0.21% | 59 | -34,565 | -25.3% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 97,917 | 4,457 | 0.0% | 0.0% | 60 | +18,220 | 22.86% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 96,072 | 4,373 | 0.01% | 0.0% | 61 | +1,896 | 2.01% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Reduced | 93,908 | 4,274 | 0.0% | 0.0% | 62 | -5,905 | -5.92% | Q1 2026 | May 12, 2026 |
| Asset One Wealth Management LLC | History | Added to | 91,181 | 4,213 | 0.47% | 0.39% | 63 | +28,980 | 46.59% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 92,056 | 4,190 | 0.03% | 0.02% | 64 | +5,418 | 6.25% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 90,780 | 4,132 | 0.02% | 0.02% | 65 | +1,809 | 2.03% | Q1 2026 | Apr 24, 2026 |
| Corient Private Wealth LLC | History | Reduced | 88,535 | 4,013 | 0.01% | 0.01% | 66 | -7,416 | -7.73% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 84,506 | 3,846 | 0.14% | 0.1% | 67 | +34,450 | 68.82% | Q1 2026 | May 19, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 83,726 | 3,811 | 0.09% | 0.08% | 68 | +5,096 | 6.48% | Q1 2026 | May 04, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 33,984 | 3,751 | 0.17% | 0.02% | 69 | -79,227 | -69.98% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 80,756 | 3,676 | 0.2% | 0.27% | 70 | -15,666 | -16.25% | Q1 2026 | Apr 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 78,354 | 3,566 | 0.08% | 0.08% | 71 | -324 | -0.41% | Q1 2026 | May 11, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 76,836 | 3,497 | 0.34% | 0.32% | 72 | +451 | 0.59% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 76,005 | 3,459 | 0.0% | 0.0% | 73 | +73,446 | 2870.11% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 75,915 | 3,455 | 0.01% | 0.01% | 74 | +3,128 | 4.3% | Q1 2026 | May 14, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 75,247 | 3,425 | 0.3% | 0.51% | 75 | -52,606 | -41.15% | Q1 2026 | Apr 07, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 73,372 | 3,339 | 0.94% | 0.88% | 76 | -461 | -0.62% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 73,001 | 3,323 | 0.0% | 0.0% | 77 | -15,487 | -17.5% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 70,800 | 3,222 | 0.05% | 0.05% | 78 | -6,263 | -8.13% | Q1 2026 | Apr 27, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 68,319 | 3,109 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NAN FUNG TRINITY (HK) Ltd | History | Added to | 67,500 | 3,072 | 0.34% | 0.16% | 80 | +21,900 | 48.03% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 66,591 | 3,031 | 0.01% | 0.01% | 81 | -616 | -0.92% | Q1 2026 | May 14, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 64,645 | 2,942 | 0.87% | 1.26% | 82 | -30,939 | -32.37% | Q1 2026 | Apr 20, 2026 |
| Trajan Wealth LLC | History | Reduced | 64,205 | 2,922 | 0.12% | 0.12% | 83 | -81 | -0.13% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 63,464 | 2,888 | 0.08% | 0.03% | 84 | +36,046 | 131.47% | Q1 2026 | May 15, 2026 |
| Econ Financial Services Corp | History | New | 61,562 | 2,802 | 1.3% | — | 85 | +61,562 | New | Q1 2026 | Apr 21, 2026 |
| Prospera Financial Services Inc | History | Reduced | 60,791 | 2,767 | 0.04% | 0.04% | 86 | -1,151 | -1.86% | Q1 2026 | Apr 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 60,808 | 2,732 | 0.0% | 0.0% | 87 | +13,220 | 27.78% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 59,812 | 2,722 | 0.01% | 0.01% | 88 | -21,429 | -26.38% | Q1 2026 | May 04, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 59,264 | 2,697 | 1.07% | 1.01% | 89 | -1,752 | -2.87% | Q1 2026 | Apr 22, 2026 |
| McAdam, LLC | History | Added to | 58,778 | 2,675 | 0.12% | 0.1% | 90 | +6,698 | 12.86% | Q1 2026 | May 08, 2026 |
| Wealthspire Advisors, LLC | History | No change | 58,443 | 2,660 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| First PREMIER Bank | History | Reduced | 57,548 | 2,619 | 0.6% | 0.58% | 92 | -1,413 | -2.4% | Q1 2026 | Apr 20, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 57,493 | 2,617 | 0.02% | 0.01% | 93 | +40,911 | 246.72% | Q1 2026 | May 15, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 59,759 | 2,584 | 1.06% | 1.06% | 94 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 55,332 | 2,524 | 0.01% | 0.0% | 95 | -191 | -0.34% | Q1 2026 | Apr 08, 2026 |
| Pathstone Holdings, LLC | History | Added to | 53,984 | 2,457 | 0.01% | 0.01% | 96 | +273 | 0.51% | Q1 2026 | May 11, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Added to | 53,277 | 2,425 | 0.61% | 0.53% | 97 | +2,152 | 4.21% | Q1 2026 | Apr 28, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 52,846 | 2,406 | 0.07% | 0.06% | 98 | +3,735 | 7.61% | Q1 2026 | Apr 21, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 52,516 | 2,390 | 0.03% | 0.03% | 99 | +2,369 | 4.72% | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 52,359 | 2,383 | 0.0% | 0.0% | 100 | +50,650 | 2963.72% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 51,393 | 2,339 | 0.01% | 0.01% | 101 | +1,088 | 2.16% | Q1 2026 | May 05, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 49,975 | 2,274 | 1.6% | 1.64% | 102 | -2,159 | -4.14% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 49,300 | 2,244 | 0.0% | 0.0% | 103 | -28,600 | -36.71% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 48,819 | 2,222 | 0.0% | 0.0% | 104 | +672 | 1.4% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 48,646 | 2,214 | 0.02% | 0.01% | 105 | +1,518 | 3.22% | Q1 2026 | May 11, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | Added to | 48,586 | 2,211 | 1.83% | 1.62% | 106 | +470 | 0.98% | Q1 2026 | Apr 09, 2026 |
| Texas Yale Capital Corp. | History | Added to | 48,511 | 2,208 | 0.06% | 0.06% | 107 | +5 | 0.01% | Q1 2026 | May 04, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 48,361 | 2,201 | 0.13% | 0.13% | 109 | -1,268 | -2.55% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 48,357 | 2,201 | 0.0% | 0.0% | 108 | -658 | -1.34% | Q1 2026 | May 06, 2026 |
| Thrive Capital Management, LLC | History | Added to | 46,469 | 2,115 | 0.46% | 0.34% | 110 | +11,134 | 31.51% | Q1 2026 | Apr 27, 2026 |
| V2 Financial group LLC | History | Added to | 46,152 | 2,100 | 0.98% | 0.61% | 111 | +17,539 | 61.3% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 45,572 | 2,074 | 0.04% | 0.03% | 112 | +11,604 | 34.16% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Reduced | 44,276 | 2,015 | 0.01% | 0.01% | 113 | -26,027 | -37.02% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 43,860 | 1,996 | 0.01% | 0.01% | 114 | +7,335 | 20.08% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 43,047 | 1,952 | 0.02% | 0.02% | 115 | +2,042 | 4.98% | Q1 2026 | Apr 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 44,707 | 1,933 | 0.01% | 0.01% | 116 | +3,974 | 9.76% | Q1 2026 | May 15, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 42,201 | 1,920 | 0.43% | 0.42% | 117 | +309 | 0.74% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 40,493 | 1,843 | 0.06% | 0.06% | 118 | +991 | 2.51% | Q1 2026 | May 15, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 40,384 | 1,838 | 0.51% | 0.48% | 119 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 39,974 | 1,819 | 0.03% | 0.03% | 120 | +6,573 | 19.68% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 39,768 | 1,810 | 0.0% | 0.0% | 121 | -9,265 | -18.9% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Reduced | 39,710 | 1,808 | 0.06% | 0.08% | 122 | -14,880 | -27.26% | Q1 2026 | May 14, 2026 |
| Towercrest Capital Management | History | Added to | 38,649 | 1,759 | 0.27% | 0.25% | 123 | +1,407 | 3.78% | Q1 2026 | May 01, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 37,169 | 1,692 | 0.01% | 0.01% | 124 | -2,727 | -6.84% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 36,856 | 1,677 | 0.04% | 0.16% | 125 | -101,949 | -73.45% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | New | 36,738 | 1,672 | 0.0% | — | 126 | +36,738 | New | Q1 2026 | May 01, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 36,675 | 1,669 | 0.11% | 0.1% | 127 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Castleview Partners, LLC | History | Reduced | 36,602 | 1,666 | 0.85% | 1.06% | 128 | -12,915 | -26.08% | Q1 2026 | May 01, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 36,300 | 1,652 | 0.0% | 0.01% | 129 | -6,700 | -15.58% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 35,999 | 1,638 | 0.01% | 0.01% | 130 | +378 | 1.06% | Q1 2026 | May 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 35,599 | 1,620 | 0.1% | 0.14% | 131 | -15,951 | -30.94% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Added to | 35,320 | 1,607 | 0.01% | 0.01% | 132 | +3,132 | 9.73% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 35,296 | 1,606 | 0.17% | 0.15% | 133 | +3,428 | 10.76% | Q1 2026 | May 04, 2026 |
| Phillip James Consulting Co. | History | New | 16,962 | 1,604 | 1.22% | — | 134 | +16,962 | New | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 37,085 | 1,603 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LexAurum Advisors, LLC | History | New | 34,931 | 1,590 | 0.21% | — | 136 | +34,931 | New | Q1 2026 | Apr 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 34,813 | 1,584 | 0.06% | 0.05% | 137 | +1,640 | 4.94% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 34,483 | 1,569 | 0.02% | 0.02% | 138 | +1,484 | 4.5% | Q1 2026 | Apr 20, 2026 |
| Alliance Wealth Management Group | History | Added to | 34,056 | 1,550 | 0.34% | 0.31% | 139 | +1,386 | 4.24% | Q1 2026 | Apr 29, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 33,972 | 1,546 | 0.02% | 0.02% | 140 | +2,268 | 7.15% | Q1 2026 | May 12, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 33,855 | 1,541 | 0.19% | — | 141 | +33,855 | New | Q1 2026 | Apr 23, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 33,091 | 1,506 | 0.68% | 0.69% | 143 | +1,221 | 3.83% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 33,100 | 1,506 | 0.0% | 0.0% | 142 | +677 | 2.09% | Q1 2026 | May 15, 2026 |
| Sage Capital Management, LLC | History | New | 33,066 | 1,505 | 0.71% | — | 144 | +33,066 | New | Q1 2026 | Apr 15, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 33,026 | 1,503 | 0.21% | 0.21% | 145 | -1,129 | -3.31% | Q1 2026 | May 13, 2026 |
| Bison Wealth, LLC | History | Added to | 31,661 | 1,476 | 0.14% | 0.16% | 146 | +748 | 2.42% | Q1 2026 | May 15, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 32,372 | 1,473 | 0.62% | 0.55% | 147 | +1,886 | 6.19% | Q1 2026 | Apr 29, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 32,315 | 1,470 | 0.01% | 0.01% | 148 | -28,881 | -47.19% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 30,611 | 1,393 | 0.03% | 0.04% | 149 | -6,150 | -16.73% | Q1 2026 | May 15, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 30,220 | 1,375 | 0.34% | 0.85% | 150 | +8,779 | 40.94% | Q1 2026 | May 12, 2026 |
| Roan Capital Partners | History | New | 29,766 | 1,354 | 1.25% | — | 151 | +29,766 | New | Q1 2026 | Apr 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 29,571 | 1,346 | 0.05% | 0.04% | 152 | +52 | 0.18% | Q1 2026 | May 06, 2026 |
| Collier Financial | History | Added to | 29,486 | 1,342 | 1.02% | 0.84% | 153 | +3,684 | 14.28% | Q1 2026 | May 11, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 29,437 | 1,339 | 0.09% | 0.08% | 154 | +2 | 0.01% | Q1 2026 | Apr 17, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 29,103 | 1,324 | 0.44% | 0.43% | 155 | -1,441 | -4.72% | Q1 2026 | Apr 14, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 28,049 | 1,276 | 0.84% | 0.76% | 156 | +1,715 | 6.51% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 27,998 | 1,274 | 0.15% | 0.15% | 157 | +3,574 | 14.63% | Q1 2026 | May 15, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 27,245 | 1,240 | 0.14% | 0.15% | 158 | -2,340 | -7.91% | Q1 2026 | May 15, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 27,113 | 1,234 | 0.23% | 0.19% | 159 | -1,178 | -4.16% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 27,102 | 1,233 | 0.0% | 0.0% | 160 | -1,908 | -6.58% | Q1 2026 | May 13, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 27,046 | 1,231 | 0.57% | 0.32% | 161 | +9,923 | 57.95% | Q1 2026 | May 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 26,836 | 1,221 | 0.06% | 0.05% | 162 | +3,385 | 14.43% | Q1 2026 | Apr 28, 2026 |
| MBL Wealth, LLC | History | No change | 26,000 | 1,183 | 0.09% | 0.09% | 163 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TMB Capital Partners, LLC | History | Added to | 25,728 | 1,171 | 0.39% | 0.37% | 164 | +498 | 1.97% | Q1 2026 | May 08, 2026 |
| Stanich Group LLC | History | Added to | 25,723 | 1,170 | 0.89% | 0.82% | 165 | +660 | 2.63% | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 25,552 | 1,163 | 0.01% | 0.01% | 166 | +666 | 2.68% | Q1 2026 | May 08, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 24,940 | 1,135 | 0.69% | 0.7% | 167 | -2,042 | -7.57% | Q1 2026 | Apr 22, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 24,775 | 1,127 | 0.79% | 1.07% | 168 | -9,904 | -28.56% | Q1 2026 | Apr 23, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 24,746 | 1,126 | 0.03% | 0.02% | 169 | -351 | -1.4% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 24,358 | 1,108 | 0.0% | 0.0% | 170 | -21,035 | -46.34% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 23,676 | 1,077 | 0.01% | 0.01% | 171 | -2,721 | -10.31% | Q1 2026 | Apr 28, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 23,599 | 1,074 | 0.07% | 0.06% | 172 | +1,649 | 7.51% | Q1 2026 | Apr 10, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 23,304 | 1,060 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 22,652 | 1,031 | 0.01% | 0.01% | 174 | -3,997 | -15.0% | Q1 2026 | Apr 28, 2026 |
| Leo Wealth, LLC | History | Added to | 22,495 | 1,023 | 0.07% | 0.04% | 175 | +9,549 | 73.76% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 22,301 | 1,013 | 0.01% | 0.0% | 176 | +9,063 | 68.46% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 22,139 | 1,007 | 0.01% | — | 177 | +22,139 | New | Q1 2026 | May 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 23,196 | 1,003 | 0.05% | 0.05% | 178 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 21,883 | 996 | 0.02% | — | 180 | +21,883 | New | Q1 2026 | Apr 27, 2026 |
| Kovack Advisors, Inc. | History | Added to | 21,964 | 996 | 0.05% | 0.04% | 179 | +1,093 | 5.24% | Q1 2026 | May 12, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Added to | 21,835 | 993 | 0.55% | 0.47% | 181 | +1,950 | 9.81% | Q1 2026 | Apr 22, 2026 |
| Savant Capital, LLC | History | Reduced | 21,593 | 982 | 0.0% | 0.01% | 182 | -470 | -2.13% | Q1 2026 | May 04, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 21,150 | 963 | 0.03% | 0.03% | 183 | +2,376 | 12.66% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 20,525 | 952 | 0.01% | 0.01% | 184 | +14,051 | 217.04% | Q1 2026 | Apr 20, 2026 |
| DAVENPORT & Co LLC | History | Added to | 20,754 | 944 | 0.01% | 0.0% | 185 | +1,124 | 5.73% | Q1 2026 | Apr 15, 2026 |
| FCG Investment Co | History | New | 20,651 | 940 | 0.41% | — | 187 | +20,651 | New | Q1 2026 | Apr 09, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 20,656 | 940 | 0.25% | 0.22% | 186 | +66 | 0.32% | Q1 2026 | Apr 28, 2026 |
| Code Waechter LLC | History | No change | 20,513 | 933 | 0.55% | 0.57% | 188 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MGB Wealth Management, LLC | History | No change | 21,541 | 932 | 0.27% | 0.27% | 189 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Trilogy Capital Inc. | History | Added to | 20,125 | 916 | 0.04% | 0.04% | 190 | +1,165 | 6.14% | Q1 2026 | Apr 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 19,507 | 887 | 0.06% | 0.06% | 191 | +43 | 0.22% | Q1 2026 | Apr 20, 2026 |
| RDA Financial Network | History | Added to | 19,347 | 880 | 0.22% | 0.2% | 192 | +77 | 0.4% | Q1 2026 | Apr 08, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 18,665 | 849 | 0.19% | 0.18% | 193 | -101 | -0.54% | Q1 2026 | May 21, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,622 | 847 | 0.01% | 0.01% | 194 | +2,583 | 16.1% | Q1 2026 | May 15, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 18,563 | 844 | 1.04% | 0.93% | 195 | +664 | 3.71% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 18,460 | 840 | 0.04% | 0.04% | 196 | +569 | 3.18% | Q1 2026 | May 05, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 17,677 | 831 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 18,050 | 821 | 0.06% | 0.05% | 198 | +2,571 | 16.61% | Q1 2026 | Apr 16, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 18,945 | 819 | 0.06% | 0.06% | 199 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stokes Family Office, LLC | History | No change | 18,000 | 819 | 0.08% | 0.07% | 200 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 17,992 | 818 | 0.01% | 0.01% | 201 | +950 | 5.57% | Q1 2026 | May 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 17,828 | 811 | 0.08% | 0.07% | 202 | -791 | -4.25% | Q1 2026 | May 01, 2026 |
| BROWN ADVISORY INC | History | Reduced | 17,695 | 805 | 0.0% | 0.0% | 203 | -2,656 | -13.05% | Q1 2026 | May 15, 2026 |
| TruNorth Capital Management, LLC | History | No change | 17,472 | 795 | 0.15% | 0.14% | 204 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Belpointe Asset Management LLC | History | Added to | 17,459 | 794 | 0.03% | 0.02% | 205 | +4,210 | 31.78% | Q1 2026 | Apr 28, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 17,211 | 791 | 0.02% | 0.01% | 206 | +4,262 | 32.91% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 17,275 | 786 | 0.03% | — | 207 | +17,275 | New | Q1 2026 | Apr 28, 2026 |
| Cambridge Advisors Inc. | History | No change | 17,256 | 785 | 0.15% | 0.14% | 208 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 16,739 | 774 | 0.23% | 0.24% | 209 | -37 | -0.22% | Q1 2026 | Apr 30, 2026 |
| Financial Insights, Inc. | History | Reduced | 16,990 | 773 | 0.25% | 0.25% | 210 | -100 | -0.59% | Q1 2026 | May 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 16,614 | 756 | 0.01% | 0.01% | 211 | -720 | -4.15% | Q1 2026 | Apr 07, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 16,383 | 745 | 0.02% | 0.01% | 212 | +2,284 | 16.2% | Q1 2026 | May 15, 2026 |
| Beacon Bank & Trust | History | Added to | 16,219 | 738 | 0.15% | 0.13% | 213 | +1,791 | 12.41% | Q1 2026 | Apr 28, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 16,069 | 731 | 0.1% | 0.1% | 214 | -13 | -0.08% | Q1 2026 | Apr 28, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 16,000 | 728 | 0.54% | 0.55% | 215 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| NDWM LLC | History | Added to | 15,633 | 711 | 0.46% | 0.35% | 216 | +3,549 | 29.37% | Q1 2026 | Apr 24, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 15,573 | 708 | 0.01% | 0.02% | 217 | -13,130 | -45.74% | Q1 2026 | Apr 22, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 15,300 | 696 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 15,019 | 683 | 0.0% | 0.0% | 219 | +2,243 | 17.56% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 15,000 | 682 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 14,668 | 668 | 0.03% | 0.01% | 221 | +9,822 | 202.68% | Q1 2026 | May 18, 2026 |
| OneAscent Financial Services LLC | History | New | 14,606 | 664 | 0.04% | — | 222 | +14,606 | New | Q1 2026 | Apr 21, 2026 |
| HighPoint Advisor Group LLC | History | New | 14,316 | 651 | 0.03% | — | 223 | +14,316 | New | Q1 2026 | May 14, 2026 |
| FLC Capital Advisors | History | No change | 14,232 | 647 | 0.12% | 0.11% | 224 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 14,046 | 639 | 0.02% | 0.01% | 225 | +720 | 5.4% | Q1 2026 | Apr 23, 2026 |
| Spire Wealth Management | History | Added to | 13,871 | 631 | 0.02% | 0.02% | 226 | +1,318 | 10.5% | Q1 2026 | Apr 22, 2026 |
| Balefire, LLC | History | Reduced | 13,846 | 630 | 0.12% | 0.12% | 227 | -917 | -6.21% | Q1 2026 | May 07, 2026 |
| NorthRock Partners, LLC | History | Added to | 13,671 | 622 | 0.01% | 0.01% | 228 | +109 | 0.8% | Q1 2026 | May 15, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 13,611 | 619 | 0.17% | 0.14% | 229 | +2,335 | 20.71% | Q1 2026 | Apr 24, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 13,155 | 605 | 0.13% | 0.14% | 230 | -105 | -0.79% | Q1 2026 | Apr 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 13,197 | 600 | 0.01% | 0.01% | 231 | -562 | -4.08% | Q1 2026 | May 15, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 12,956 | 592 | 0.13% | 0.14% | 232 | -8,069 | -38.38% | Q1 2026 | Apr 14, 2026 |
| Virtue Capital Management, LLC | History | No change | 13,011 | 586 | 0.09% | 0.09% | 233 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 12,805 | 582 | 0.04% | 0.03% | 234 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Advisor Resource Council | History | Added to | 12,755 | 580 | 0.19% | 0.17% | 235 | +1,854 | 17.01% | Q1 2026 | May 07, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 12,713 | 578 | 0.11% | 0.1% | 236 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ignite Planners, LLC | History | Added to | 12,695 | 577 | 0.09% | 0.09% | 237 | +17 | 0.13% | Q1 2026 | Apr 17, 2026 |
| Crews Bank & Trust | History | Added to | 12,610 | 574 | 0.08% | 0.08% | 238 | +455 | 3.74% | Q1 2026 | May 13, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 12,522 | 570 | 0.1% | 0.09% | 239 | +1,200 | 10.6% | Q1 2026 | May 01, 2026 |
| Balentine LLC | History | Reduced | 12,481 | 568 | 0.02% | 0.02% | 240 | -66 | -0.53% | Q1 2026 | Apr 24, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 12,259 | 558 | 0.03% | 0.03% | 241 | +439 | 3.71% | Q1 2026 | Apr 23, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 12,288 | 557 | 0.0% | 0.0% | 242 | +7,326 | 147.64% | Q1 2026 | May 12, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 12,161 | 553 | 0.1% | 0.08% | 243 | +1,862 | 18.08% | Q1 2026 | Apr 17, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 11,890 | 541 | 0.04% | 0.04% | 244 | +216 | 1.85% | Q1 2026 | Apr 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,771 | 535 | 0.01% | 0.01% | 245 | +310 | 2.7% | Q1 2026 | Apr 20, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 11,726 | 533 | 0.01% | 0.01% | 246 | +300 | 2.63% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 11,689 | 532 | 0.02% | 0.02% | 247 | +125 | 1.08% | Q1 2026 | May 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 11,661 | 530 | 0.02% | 0.02% | 248 | -756 | -6.09% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 11,573 | 526 | 0.27% | 0.28% | 249 | -714 | -5.81% | Q1 2026 | May 15, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 11,539 | 525 | 0.05% | 0.05% | 250 | -220 | -1.87% | Q1 2026 | Apr 20, 2026 |
| TCP Asset Management, LLC | History | New | 11,396 | 518 | 0.07% | — | 251 | +11,396 | New | Q1 2026 | Apr 10, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 11,361 | 517 | 0.1% | 0.1% | 252 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 11,227 | 511 | 0.0% | 0.0% | 253 | +2,450 | 27.91% | Q1 2026 | May 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 11,194 | 509 | 0.06% | 0.06% | 254 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 11,106 | 505 | 0.2% | 0.17% | 255 | +1,519 | 15.84% | Q1 2026 | Apr 23, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,084 | 504 | 0.01% | 0.01% | 256 | +6,244 | 129.01% | Q1 2026 | May 11, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 11,033 | 502 | 0.23% | 0.24% | 257 | -321 | -2.83% | Q1 2026 | May 14, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 10,972 | 499 | 0.08% | 0.08% | 258 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BlackRock, Inc. | History | Added to | 10,853 | 494 | 0.0% | 0.0% | 259 | +8,328 | 329.82% | Q1 2026 | May 13, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 10,746 | 489 | 0.04% | 0.04% | 260 | -324 | -2.93% | Q1 2026 | Apr 15, 2026 |
| Cache Advisors, LLC | History | No change | 10,673 | 485 | 0.06% | 0.06% | 261 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sigma Planning Corp | History | Added to | 10,467 | 476 | 0.01% | 0.01% | 262 | +422 | 4.2% | Q1 2026 | May 04, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 10,435 | 475 | 0.02% | 0.02% | 263 | -120 | -1.14% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 10,394 | 473 | 0.04% | 0.04% | 264 | -10 | -0.1% | Q1 2026 | Apr 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 10,384 | 472 | 0.0% | 0.0% | 265 | +603 | 6.17% | Q1 2026 | Apr 30, 2026 |
| SimpliFi, Inc. | History | Added to | 10,164 | 462 | 0.19% | 0.18% | 266 | +101 | 1.0% | Q1 2026 | Apr 22, 2026 |
| Parker Investment Management, LLC | History | Reduced | 10,089 | 459 | 0.07% | 0.08% | 267 | -3,799 | -27.35% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,585 | 457 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | Added to | 9,999 | 455 | 0.01% | 0.01% | 269 | +2,756 | 38.05% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 10,011 | 455 | 0.01% | 0.01% | 270 | +1,075 | 12.03% | Q1 2026 | May 15, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 9,926 | 451 | 0.11% | 0.1% | 271 | +59 | 0.6% | Q1 2026 | Apr 17, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 9,811 | 447 | 0.24% | 0.25% | 272 | -736 | -6.98% | Q1 2026 | May 07, 2026 |
| Johnson Wealth Management, LLC | History | Added to | 9,830 | 447 | 0.22% | 0.21% | 273 | +110 | 1.13% | Q1 2026 | Apr 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 9,802 | 446 | 0.01% | 0.01% | 274 | +3,789 | 63.01% | Q1 2026 | Apr 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 9,800 | 446 | 0.13% | 0.13% | 275 | -700 | -6.67% | Q1 2026 | May 14, 2026 |
| COFG Advisors, LLC | History | Added to | 9,814 | 446 | 0.11% | 0.1% | 276 | +97 | 1.0% | Q1 2026 | May 11, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 9,626 | 438 | 0.05% | 0.05% | 277 | +6 | 0.06% | Q1 2026 | Apr 27, 2026 |
| Tidemark, LLC | History | New | 9,522 | 433 | 0.11% | — | 279 | +9,522 | New | Q1 2026 | May 07, 2026 |
| Principle Wealth Partners LLC | History | Added to | 9,527 | 433 | 0.02% | 0.02% | 278 | +212 | 2.28% | Q1 2026 | May 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 9,329 | 425 | 0.0% | 0.0% | 280 | -7,980 | -46.1% | Q1 2026 | May 01, 2026 |
| Register Financial Advisors LLC | History | Added to | 9,271 | 422 | 0.16% | 0.13% | 281 | +1,366 | 17.28% | Q1 2026 | Apr 15, 2026 |
| Erickson Financial Group, LLC | History | Added to | 9,184 | 418 | 0.26% | 0.24% | 282 | +50 | 0.55% | Q1 2026 | Apr 08, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 9,168 | 417 | 0.23% | 0.25% | 284 | -1,208 | -11.64% | Q1 2026 | Apr 09, 2026 |
| Brookstone Capital Management | History | Added to | 9,171 | 417 | 0.0% | 0.0% | 283 | +527 | 6.1% | Q1 2026 | Apr 16, 2026 |
| JT Stratford LLC | History | No change | 9,098 | 414 | 0.05% | 0.05% | 285 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Signature Wealth Management Group | History | No change | 9,083 | 413 | 0.16% | 0.16% | 286 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 9,028 | 410 | 0.21% | 0.15% | 287 | +898 | 11.05% | Q1 2026 | May 15, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 8,949 | 407 | 0.06% | 0.07% | 288 | -2,493 | -21.79% | Q1 2026 | May 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 8,768 | 399 | 0.02% | 0.02% | 289 | +181 | 2.11% | Q1 2026 | May 07, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 8,699 | 395 | 0.09% | 3.65% | 290 | -370,630 | -97.71% | Q1 2026 | Apr 23, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 8,586 | 390 | 0.02% | 0.02% | 291 | +89 | 1.05% | Q1 2026 | Apr 27, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 8,565 | 389 | 0.04% | 0.04% | 292 | -820 | -8.74% | Q1 2026 | May 04, 2026 |
| Diversified Enterprises, LLC | History | Added to | 8,546 | 389 | 0.02% | 0.02% | 293 | +91 | 1.08% | Q1 2026 | May 14, 2026 |
| Intrua Financial, LLC | History | Reduced | 8,483 | 386 | 0.04% | 0.04% | 294 | -512 | -5.69% | Q1 2026 | Apr 23, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 8,346 | 379 | 0.02% | 0.02% | 295 | -1,105 | -11.69% | Q1 2026 | Apr 09, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 8,214 | 373 | 0.24% | 0.15% | 296 | +3,257 | 65.71% | Q1 2026 | May 08, 2026 |
| IFC Advisors LLC | History | Added to | 8,153 | 371 | 0.05% | 0.05% | 297 | +157 | 1.96% | Q1 2026 | May 04, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 8,132 | 370 | 0.01% | 0.01% | 298 | +221 | 2.79% | Q1 2026 | Apr 15, 2026 |
| Red Wave Investments LLC | History | New | 8,049 | 366 | 0.11% | — | 299 | +8,049 | New | Q1 2026 | May 08, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 8,039 | 365 | 0.14% | 0.09% | 300 | +3,033 | 60.59% | Q1 2026 | Apr 22, 2026 |
| Oakworth Capital, Inc. | History | No change | 8,000 | 364 | 0.02% | 0.02% | 301 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Security National Bank | History | No change | 7,950 | 361 | 0.05% | 0.05% | 302 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 7,797 | 354 | 0.1% | 0.09% | 303 | -400 | -4.88% | Q1 2026 | May 11, 2026 |
| Tempo Wealth, LLC | History | Added to | 7,731 | 351 | 0.06% | 0.06% | 304 | +77 | 1.01% | Q1 2026 | May 14, 2026 |
| KWB Wealth | History | Reduced | 8,021 | 346 | 0.03% | 0.03% | 305 | -350 | -4.18% | Q1 2026 | Apr 08, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 7,413 | 345 | 0.01% | 0.01% | 306 | +972 | 15.09% | Q1 2026 | Apr 24, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 7,535 | 342 | 0.04% | 0.04% | 307 | -800 | -9.6% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Reduced | 7,505 | 341 | 0.01% | 0.01% | 308 | -390 | -4.94% | Q1 2026 | May 01, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 7,399 | 336 | 0.02% | 0.01% | 309 | +2,315 | 45.54% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 7,244 | 329 | 0.01% | 0.01% | 310 | -1,048 | -12.64% | Q1 2026 | May 13, 2026 |
| Boreal Capital Management LLC | History | New | 7,200 | 327 | 0.27% | 0.23% | 311 | +7,200 | New | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | New | 7,165 | 326 | 0.0% | — | 313 | +7,165 | New | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Added to | 7,168 | 326 | 0.03% | 0.03% | 312 | +128 | 1.82% | Q1 2026 | Apr 22, 2026 |
| Norris Financial Group, LLC | History | No change | 7,118 | 324 | 0.11% | 0.1% | 314 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 6,958 | 316 | 0.0% | 0.0% | 315 | -264 | -3.66% | Q1 2026 | May 13, 2026 |
| NewSquare Capital LLC | History | Reduced | 6,924 | 315 | 0.03% | 0.03% | 316 | -298 | -4.13% | Q1 2026 | May 08, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 6,865 | 312 | 0.13% | 0.12% | 317 | -365 | -5.05% | Q1 2026 | May 15, 2026 |
| Investment Management Trust, LLC | History | New | 6,833 | 311 | 0.3% | — | 318 | +6,833 | New | Q1 2026 | Apr 24, 2026 |
| Sandbox Financial Partners, LLC | History | No change | 6,747 | 307 | 0.09% | 0.08% | 319 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 6,682 | 304 | 0.02% | 0.01% | 320 | +15 | 0.22% | Q1 2026 | Apr 23, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 6,581 | 299 | 0.01% | 0.02% | 321 | -3,180 | -32.58% | Q1 2026 | May 07, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 6,562 | 298 | 0.05% | 0.04% | 323 | +403 | 6.54% | Q1 2026 | Apr 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 6,558 | 298 | 0.01% | 0.01% | 322 | +180 | 2.82% | Q1 2026 | May 11, 2026 |
| KINTRA WEALTH, LLC | History | New | 6,527 | 297 | 0.02% | — | 324 | +6,527 | New | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 6,505 | 296 | 0.02% | 0.03% | 325 | -2,354 | -26.57% | Q1 2026 | May 15, 2026 |
| Northwest Bancshares, Inc. | History | No change | 6,448 | 293 | 0.06% | 0.05% | 326 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Reduced | 6,119 | 278 | 0.0% | 0.0% | 327 | -1,400 | -18.62% | Q1 2026 | May 15, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 6,430 | 278 | 0.42% | 0.42% | 328 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | New | 6,102 | 277 | 0.23% | — | 329 | +6,102 | New | Q1 2026 | May 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 5,981 | 272 | 0.15% | 0.15% | 330 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 5,954 | 271 | 0.01% | 0.01% | 332 | -182 | -2.97% | Q1 2026 | Apr 28, 2026 |
| CAP Partners, LLC | History | Added to | 5,975 | 271 | 0.15% | 0.15% | 333 | +17 | 0.29% | Q1 2026 | Apr 28, 2026 |
| Evercore Wealth Management, LLC | History | No change | 5,969 | 271 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 5,938 | 270 | 0.01% | 0.01% | 334 | +21 | 0.35% | Q1 2026 | Apr 27, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 5,931 | 269 | 0.23% | 0.22% | 335 | +15 | 0.25% | Q1 2026 | Apr 17, 2026 |
| Oregon Pacific Wealth Management, LLC | History | New | 5,855 | 266 | 0.28% | — | 336 | +5,855 | New | Q1 2026 | Apr 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 5,840 | 264 | 0.02% | 0.02% | 337 | -1,607 | -21.58% | Q1 2026 | May 01, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 5,821 | 264 | 0.03% | 0.03% | 338 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cloud Capital Management, LLC | History | No change | 5,783 | 263 | 0.11% | 0.12% | 339 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 5,651 | 261 | 0.0% | — | 342 | +5,651 | New | Q1 2026 | May 01, 2026 |
| UMB Bank, n.a. | History | Added to | 5,750 | 261 | 0.0% | 0.0% | 340 | +250 | 4.55% | Q1 2026 | May 11, 2026 |
| WBH ADVISORY INC | History | No change | 5,772 | 261 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 5,700 | 259 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 5,604 | 255 | 0.0% | 0.0% | 345 | +886 | 18.78% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 5,620 | 255 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 5,558 | 253 | 0.01% | — | 346 | +5,558 | New | Q1 2026 | May 06, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 5,514 | 250 | 0.02% | 0.02% | 347 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cascade Financial Partners, LLC | History | New | 5,484 | 249 | 0.03% | — | 350 | +5,484 | New | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | New | 5,474 | 249 | 0.0% | — | 349 | +5,474 | New | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 5,487 | 249 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vantage Investment Partners, LLC | History | No change | 5,365 | 244 | 0.02% | 0.02% | 351 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 5,380 | 243 | 0.0% | 0.0% | 352 | -185 | -3.32% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | New | 5,322 | 242 | 0.0% | — | 353 | +5,322 | New | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 5,275 | 240 | 0.0% | 0.0% | 354 | -127 | -2.35% | Q1 2026 | May 15, 2026 |
| Comprehensive Money Management Services LLC | History | New | 5,265 | 239 | 0.16% | — | 355 | +5,265 | New | Q1 2026 | Apr 23, 2026 |
| Oakmont Advisory Group, LLC | History | New | 5,219 | 237 | 0.24% | — | 356 | +5,219 | New | Q1 2026 | May 12, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 5,141 | 234 | 0.17% | 0.17% | 357 | +22 | 0.43% | Q1 2026 | Apr 29, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 5,130 | 233 | 0.01% | 0.01% | 358 | +2,826 | 122.66% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,098 | 232 | 0.0% | 0.0% | 359 | -378 | -6.9% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Reduced | 5,081 | 231 | 0.01% | 0.01% | 360 | -321 | -5.94% | Q1 2026 | Apr 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 5,031 | 229 | 0.02% | 0.02% | 362 | -1,358 | -21.26% | Q1 2026 | May 05, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 5,037 | 229 | 0.11% | 0.07% | 363 | +152 | 3.11% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,046 | 229 | 0.0% | 0.0% | 361 | +150 | 3.06% | Q1 2026 | May 14, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 5,030 | 228 | 0.11% | 0.1% | 364 | +38 | 0.76% | Q1 2026 | May 15, 2026 |
| Castle Rock Wealth Management, LLC | History | New | 4,951 | 225 | 0.05% | — | 367 | +4,951 | New | Q1 2026 | Apr 08, 2026 |
| Nilsine Partners, LLC | History | No change | 4,902 | 225 | 0.02% | 0.02% | 365 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WealthPoint Financial, LLC | History | No change | 5,217 | 225 | 0.2% | 0.2% | 366 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bogart Wealth, LLC | History | Added to | 4,928 | 224 | 0.01% | 0.0% | 368 | +3,286 | 200.12% | Q1 2026 | Apr 28, 2026 |
| Caitlin John, LLC | History | Reduced | 4,893 | 222 | 0.13% | 0.17% | 370 | -1,221 | -19.97% | Q1 2026 | May 13, 2026 |
| Accel Wealth Management | History | Added to | 4,881 | 222 | 0.06% | 0.06% | 369 | +20 | 0.41% | Q1 2026 | Apr 08, 2026 |
| Detalus Advisors, LLC | History | Reduced | 4,860 | 221 | 0.05% | 0.06% | 372 | -400 | -7.6% | Q1 2026 | Apr 22, 2026 |
| WHITTIER TRUST CO | History | Reduced | 4,842 | 221 | 0.0% | 0.0% | 371 | -197 | -3.91% | Q1 2026 | Apr 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 4,851 | 220 | 0.0% | 0.05% | 373 | -56,695 | -92.12% | Q1 2026 | May 15, 2026 |
| Fortis Capital Advisors, LLC | History | New | 4,816 | 219 | 0.03% | — | 374 | +4,816 | New | Q1 2026 | Apr 28, 2026 |
| Chancellor Financial Group WB LP | History | Reduced | 4,798 | 218 | 0.15% | 0.14% | 376 | -94 | -1.92% | Q1 2026 | May 14, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 4,791 | 218 | 0.12% | 0.11% | 375 | +33 | 0.69% | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | New | 4,733 | 215 | 0.0% | — | 380 | +4,733 | New | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 4,744 | 215 | 0.0% | 0.0% | 377 | -998 | -17.38% | Q1 2026 | Apr 23, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 4,737 | 215 | 0.15% | 0.17% | 378 | -529 | -10.05% | Q1 2026 | May 19, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 4,734 | 215 | 0.06% | 0.06% | 379 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Brown Miller Wealth Management, LLC | History | Reduced | 4,712 | 214 | 0.06% | 0.06% | 381 | -372 | -7.32% | Q1 2026 | Apr 23, 2026 |
| Arkadios Wealth Advisors | History | New | 4,681 | 213 | 0.0% | — | 383 | +4,681 | New | Q1 2026 | May 18, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 4,694 | 213 | 0.01% | 0.01% | 382 | +22 | 0.47% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 4,619 | 210 | 0.0% | 0.0% | 384 | +1,155 | 33.34% | Q1 2026 | May 08, 2026 |
| Kellett Wealth Advisors, LLC | History | New | 4,600 | 209 | 0.11% | — | 386 | +4,600 | New | Q1 2026 | May 04, 2026 |
| Austin Private Wealth, LLC | History | No change | 4,850 | 209 | 0.02% | 0.02% | 385 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sowell Financial Services LLC | History | New | 4,568 | 207 | 0.01% | — | 389 | +4,568 | New | Q1 2026 | Apr 20, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | New | 4,558 | 207 | 0.01% | — | 388 | +4,558 | New | Q1 2026 | May 05, 2026 |
| Claro Advisors Inc. | History | Reduced | 4,564 | 207 | 0.02% | 0.04% | 387 | -1,765 | -27.89% | Q1 2026 | Apr 21, 2026 |
| Capital Group Private Client Services, Inc. | History | New | 4,534 | 206 | 0.0% | — | 390 | +4,534 | New | Q1 2026 | May 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 4,506 | 205 | 0.01% | — | 391 | +4,506 | New | Q1 2026 | Apr 30, 2026 |
| Facet Wealth, Inc. | History | New | 4,496 | 204 | 0.0% | — | 392 | +4,496 | New | Q1 2026 | May 07, 2026 |
| Coordinated Financial Services, Inc. | History | New | 4,478 | 203 | 0.12% | — | 393 | +4,478 | New | Q1 2026 | May 01, 2026 |
| Edgestream Partners, L.P. | History | New | 4,458 | 202 | 0.01% | — | 394 | +4,458 | New | Q1 2026 | May 18, 2026 |
| Kaizen Financial Strategies | History | New | 4,394 | 202 | 0.09% | — | 395 | +4,394 | New | Q1 2026 | May 01, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 4,428 | 201 | 0.0% | — | 397 | +4,428 | New | Q1 2026 | Apr 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 4,431 | 201 | 0.01% | 0.01% | 396 | -586 | -11.68% | Q1 2026 | Apr 08, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 4,406 | 200 | 0.0% | 0.0% | 398 | -3,403 | -43.58% | Q1 2026 | May 01, 2026 |
| Heritage Wealth Advisors | History | New | 4,150 | 188 | 0.01% | — | 399 | +4,150 | New | Q1 2026 | May 13, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 4,072 | 185 | 0.29% | — | 400 | +4,072 | New | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,916 | 178 | 0.0% | 0.0% | 401 | +2 | 0.05% | Q1 2026 | May 13, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 3,460 | 157 | 0.03% | 0.03% | 402 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Colonial Trust Co / SC | History | Added to | 3,286 | 148 | 0.02% | 0.02% | 403 | +339 | 11.5% | Q1 2026 | May 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 3,207 | 145 | 0.02% | 0.02% | 404 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fairscale Capital, LLC | History | No change | 2,948 | 134 | 0.09% | 0.08% | 405 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 2,581 | 117 | 0.0% | — | 406 | +2,581 | New | Q1 2026 | May 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,509 | 114 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| North Star Investment Management Corp. | History | No change | 2,345 | 106 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,314 | 105 | 0.02% | 0.02% | 409 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | Added to | 2,200 | 100 | 0.02% | 0.01% | 410 | +250 | 12.82% | Q1 2026 | May 04, 2026 |
| Peterson Wealth Services | History | Added to | 2,114 | 96 | 0.02% | 0.02% | 411 | +14 | 0.67% | Q1 2026 | Apr 30, 2026 |
| Miller Global Investments, LLC | History | Reduced | 2,028 | 92 | 0.08% | 0.08% | 412 | -137 | -6.33% | Q1 2026 | Apr 06, 2026 |
| SouthState Bank Corp | History | New | 2,000 | 91 | 0.0% | — | 414 | +2,000 | New | Q1 2026 | May 05, 2026 |
| TSFG, LLC | History | No change | 2,000 | 91 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Added to | 1,974 | 89 | 0.0% | 0.0% | 415 | +7 | 0.36% | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,849 | 84 | 0.01% | 0.0% | 416 | +1,256 | 211.8% | Q1 2026 | Apr 14, 2026 |
| Capital Analysts, LLC | History | No change | 1,739 | 79 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Reduced | 1,707 | 77 | 0.02% | 0.02% | 418 | -8 | -0.47% | Q1 2026 | May 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 1,600 | 72 | 0.02% | 0.01% | 419 | +732 | 84.33% | Q1 2026 | May 05, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,500 | 68 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clearstead Trust, LLC | History | No change | 1,337 | 60 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,246 | 56 | 0.0% | 0.0% | 422 | -1,681 | -57.43% | Q1 2026 | May 07, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 1,197 | 54 | 0.02% | 0.02% | 423 | +12 | 1.01% | Q1 2026 | Apr 24, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | New | 1,174 | 53 | 0.03% | — | 424 | +1,174 | New | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,150 | 52 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,192 | 51 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Copia Wealth Management | History | No change | 1,125 | 51 | 0.04% | 0.03% | 427 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 1,119 | 50 | 0.03% | 0.02% | 430 | +11 | 0.99% | Q1 2026 | Apr 24, 2026 |
| HOWE & RUSLING INC | History | No change | 1,100 | 50 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,160 | 50 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,060 | 48 | 0.0% | 0.0% | 431 | -50 | -4.5% | Q1 2026 | Apr 17, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 1,055 | 48 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 1,052 | 47 | 0.02% | 0.02% | 433 | -28 | -2.59% | Q1 2026 | Apr 17, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1,035 | 47 | 0.02% | 0.02% | 434 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Westend Capital Management, LLC | History | Reduced | 998 | 45 | 0.01% | 0.01% | 435 | -3 | -0.3% | Q1 2026 | Apr 14, 2026 |
| SHP Wealth Management | History | No change | 1,000 | 45 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Access Investment Management LLC | History | No change | 1,000 | 45 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| CITY HOLDING CO | History | Reduced | 953 | 43 | 0.01% | 0.01% | 438 | -106 | -10.01% | Q1 2026 | Apr 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 952 | 43 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 931 | 42 | 0.01% | 0.02% | 440 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 918 | 41 | 0.01% | 0.01% | 441 | +37 | 4.2% | Q1 2026 | Apr 20, 2026 |
| NBT BANK N A /NY | History | No change | 880 | 40 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pacific Center for Financial Services | History | New | 875 | 39 | 0.01% | — | 445 | +875 | New | Q1 2026 | May 12, 2026 |
| VANGUARD ADVISERS INC | History | New | 857 | 39 | 0.0% | — | 444 | +857 | New | Q1 2026 | May 08, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 879 | 39 | 0.0% | 0.0% | 443 | +7 | 0.8% | Q1 2026 | May 04, 2026 |
| Sound Income Strategies, LLC | History | No change | 816 | 37 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WealthShield Partners, LLC | History | Added to | 801 | 36 | 0.0% | 0.0% | 447 | +84 | 11.72% | Q1 2026 | May 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 717 | 32 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 675 | 30 | 0.0% | 0.0% | 449 | +475 | 237.5% | Q1 2026 | Apr 09, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 610 | 27 | 0.02% | — | 450 | +610 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 578 | 26 | 0.0% | 0.0% | 452 | +292 | 102.1% | Q1 2026 | May 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 576 | 26 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CVA Family Office, LLC | History | Added to | 550 | 25 | 0.0% | 0.0% | 453 | +6 | 1.1% | Q1 2026 | Apr 29, 2026 |
| NFSG Corp | History | Added to | 537 | 24 | 0.0% | 0.0% | 454 | +4 | 0.75% | Q1 2026 | May 05, 2026 |
| Synergy Investment Management, LLC | History | New | 487 | 22 | 0.01% | — | 455 | +487 | New | Q1 2026 | May 14, 2026 |
| Hickory Point Bank & Trust | History | New | 475 | 21 | 0.01% | — | 456 | +475 | New | Q1 2026 | Apr 03, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 440 | 20 | 0.0% | — | 457 | +440 | New | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 450 | 19 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 402 | 18 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SIGNATUREFD, LLC | History | Added to | 391 | 17 | 0.0% | 0.0% | 460 | +4 | 1.03% | Q1 2026 | Apr 07, 2026 |
| Independence Bank of Kentucky | History | New | 368 | 16 | 0.0% | — | 463 | +368 | New | Q1 2026 | Apr 30, 2026 |
| TD Capital Management LLC | History | New | 362 | 16 | 0.0% | — | 462 | +362 | New | Q1 2026 | May 11, 2026 |
| American Capital Advisory, LLC | History | No change | 366 | 16 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 343 | 15 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | New | 304 | 13 | 0.0% | — | 466 | +304 | New | Q1 2026 | Apr 28, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 300 | 13 | 0.01% | — | 467 | +300 | New | Q1 2026 | May 12, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 300 | 13 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 285 | 12 | 0.0% | — | 469 | +285 | New | Q1 2026 | Apr 14, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 270 | 12 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 262 | 11 | 0.0% | 0.0% | 472 | +112 | 74.67% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 250 | 11 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Lynch Asset Management, Inc. | History | No change | 250 | 11 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 227 | 10 | 0.0% | 0.0% | 473 | -112 | -33.04% | Q1 2026 | Apr 28, 2026 |
| Front Row Advisors LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Key FInancial Inc | History | No change | 200 | 9 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GAMMA Investing LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 186 | 8 | 0.0% | 0.0% | 477 | +125 | 204.92% | Q1 2026 | May 12, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 195 | 8 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 174 | 7 | 0.0% | 0.0% | 479 | -325 | -65.13% | Q1 2026 | Apr 07, 2026 |
| Basepoint Wealth LLC | History | Added to | 162 | 7 | 0.0% | 0.0% | 480 | +2 | 1.25% | Q1 2026 | May 07, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 146 | 6 | 0.0% | — | 481 | +146 | New | Q1 2026 | May 15, 2026 |
| Main Street Group, LTD | History | New | 122 | 5 | 0.0% | — | 483 | +122 | New | Q1 2026 | May 06, 2026 |
| Lodestone Wealth Management LLC | History | No change | 116 | 5 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 106 | 4 | 0.0% | 0.0% | 485 | +1 | 0.95% | Q1 2026 | Apr 24, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 1,375 | 4 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Colonial Trust Advisors | History | Reduced | 82 | 3 | 0.0% | 0.0% | 486 | -1,417 | -94.53% | Q1 2026 | May 12, 2026 |
| Sage Mountain Advisors LLC | History | No change | 81 | 3 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hamrick Investment Counsel, llc | History | New | 58 | 2 | 0.0% | — | 495 | +58 | New | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 65 | 2 | 0.0% | 0.0% | 488 | +32 | 96.97% | Q1 2026 | May 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 45 | 2 | 0.0% | 0.0% | 489 | +12 | 36.36% | Q1 2026 | May 01, 2026 |
| McIlrath & Eck, LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| BALLAST ADVISORS LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Freedom, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 60 | 2 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 58 | 2 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | New | 26 | 1 | 0.0% | — | 497 | +26 | New | Q1 2026 | Apr 24, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 23 | 1 | 0.0% | — | 496 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Meiji Yasuda Life Insurance Co | History | Closed out | 0 | 0 | — | 13.28% | — | -10,592,146 | -100.0% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.13% | — | -286,681 | -100.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -93,544 | -100.0% | Q1 2026 | May 15, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 1 | 0 | — | 0.25% | — | -91,145 | -100.0% | Q1 2026 | May 06, 2026 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -74,438 | -100.0% | Q1 2026 | May 07, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -42,611 | -100.0% | Q1 2026 | May 12, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -20,487 | -100.0% | Q1 2026 | May 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,154 | -100.0% | Q1 2026 | Apr 29, 2026 |
| WRAPMANAGER INC | History | Closed out | 0 | 0 | — | 0.25% | — | -17,340 | -100.0% | Q1 2026 | May 11, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | 0.05% | — | -14,000 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -11,546 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,370 | -100.0% | Q1 2026 | Apr 29, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,770 | -100.0% | Q1 2026 | May 13, 2026 |
| XML Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,583 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,561 | -100.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,568 | -100.0% | Q1 2026 | May 13, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,176 | -100.0% | Q1 2026 | May 15, 2026 |
| Garden State Investment Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,138 | -100.0% | Q1 2026 | May 13, 2026 |
| Keudell/Morrison Wealth Management | History | Closed out | 0 | 0 | — | 0.05% | — | -4,975 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,106 | -100.0% | Q1 2026 | May 15, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,674 | -100.0% | Q1 2026 | May 15, 2026 |
| Sunrise Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,000 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 2 | 0 | — | 0.0% | — | -883 | -99.77% | Q1 2026 | May 15, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -655 | -100.0% | Q1 2026 | May 04, 2026 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 01, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -306 | -100.0% | Q1 2026 | Apr 16, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -274 | -100.0% | Q1 2026 | May 19, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -245 | -100.0% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -171 | -98.84% | Q1 2026 | May 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 8 | 0 | — | 0.0% | — | -136 | -94.44% | Q1 2026 | May 14, 2026 |
| Advocate Investing Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Strategic Advocates LLC | History | Added to | 20 | 0 | — | — | — | +6 | 42.86% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 01, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 14 | 0 | — | — | — | +1 | 7.69% | Q1 2026 | May 06, 2026 |
| Abound Wealth Management | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q1 2026 | Apr 10, 2026 |
| Morse Asset Management, Inc | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Realta Investment Advisors | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |