SPDR SERIES TRUST - SPYG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 39,830,479 | 3,899,802 | 1.04% | 1.17% | 1 | -390,298 | -0.97% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 17,402,089 | 1,703,838 | 3.46% | 3.49% | 2 | +114,434 | 0.66% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 15,021,380 | 1,470,743 | 0.17% | 0.19% | 3 | +634,064 | 4.41% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 12,409,631 | 1,215,026 | 4.93% | 5.41% | 4 | +24,685 | 0.2% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 10,254,465 | 1,003,634 | 0.23% | 0.25% | 5 | -53,128 | -0.52% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 9,543,739 | 934,427 | 0.06% | 0.1% | 6 | -6,675,789 | -41.16% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 8,585,657 | 840,621 | 0.23% | 0.35% | 7 | -2,597,675 | -23.23% | Q1 2026 | May 04, 2026 |
| Horizon Investments, LLC | History | Added to | 6,388,843 | 625,531 | 7.01% | 7.28% | 8 | +999,585 | 18.55% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,679,266 | 534,248 | 0.03% | 0.04% | 9 | -89,069 | -1.54% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 4,884,338 | 478,225 | 5.68% | 6.13% | 10 | +223,140 | 4.79% | Q1 2026 | May 01, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 4,260,368 | 417,132 | 3.53% | 3.81% | 11 | -179,673 | -4.05% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,157,103 | 407,022 | 0.13% | 0.13% | 12 | +126,771 | 3.15% | Q1 2026 | May 14, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 3,816,675 | 373,690 | 3.26% | 4.02% | 13 | -19,280 | -0.5% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 3,727,164 | 364,926 | 0.05% | 0.06% | 14 | +128,757 | 3.58% | Q1 2026 | May 05, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 3,681,880 | 360,492 | 9.49% | 10.47% | 15 | -6,345 | -0.17% | Q1 2026 | Apr 16, 2026 |
| Kestra Investment Management, LLC | History | Added to | 3,579,192 | 350,438 | 6.04% | 6.83% | 16 | +963,453 | 36.83% | Q1 2026 | May 11, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 3,429,117 | 335,744 | 7.23% | 8.69% | 17 | -261,855 | -7.09% | Q1 2026 | Apr 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,185,510 | 311,893 | 0.06% | 0.06% | 18 | +241,015 | 8.19% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,130,556 | 306,512 | 0.02% | 0.03% | 19 | -887,761 | -22.09% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 3,077,881 | 301,355 | 0.32% | 0.36% | 20 | -20,778 | -0.67% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 3,069,038 | 300,489 | 1.62% | 1.8% | 21 | +126,353 | 4.29% | Q1 2026 | May 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 2,950,100 | 288,849 | 7.89% | 10.16% | 22 | -548,163 | -15.67% | Q1 2026 | May 14, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 2,786,481 | 272,824 | 15.89% | 17.67% | 23 | +98,504 | 3.66% | Q1 2026 | Apr 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,786,235 | 272,801 | 0.05% | 0.04% | 24 | +297,196 | 11.94% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 2,780,818 | 272,269 | 0.72% | 0.82% | 25 | -62,399 | -2.19% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,575,653 | 252,182 | 0.34% | 0.38% | 26 | -86,412 | -3.25% | Q1 2026 | Apr 27, 2026 |
| HB Wealth Management, LLC | History | Reduced | 2,767,124 | 251,313 | 1.63% | 3.16% | 27 | -2,014,808 | -42.13% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,427,309 | 237,658 | 0.25% | 0.28% | 28 | +48,739 | 2.05% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,321,283 | 227,294 | 0.33% | 0.38% | 29 | -102,045 | -4.21% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 2,194,615 | 214,874 | 3.46% | 3.77% | 30 | +99,203 | 4.73% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,190,526 | 214,474 | 1.01% | 1.09% | 31 | +13,831 | 0.64% | Q1 2026 | Apr 24, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 2,112,143 | 206,799 | 8.67% | 9.01% | 32 | +170,020 | 8.75% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 4,667,597 | 197,752 | 1.27% | 3.58% | 33 | -242,743 | -4.94% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Added to | 1,940,333 | 189,978 | 2.01% | 2.09% | 34 | +94,722 | 5.13% | Q1 2026 | May 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 1,666,662 | 185,866 | 3.31% | 5.98% | 35 | +479,780 | 40.42% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Added to | 1,848,648 | 181,001 | 0.01% | 0.01% | 36 | +11,271 | 0.61% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 1,841,696 | 180,320 | 1.93% | 0.07% | 37 | +1,814,783 | 6743.15% | Q1 2026 | May 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,803,957 | 176,625 | 0.68% | — | 38 | +1,803,957 | New | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,786,967 | 174,961 | 0.16% | 0.17% | 39 | +57,698 | 3.34% | Q1 2026 | May 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,721,557 | 168,663 | 5.37% | 0.51% | 40 | +1,585,033 | 1160.99% | Q1 2026 | May 06, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 1,607,843 | 157,423 | 2.15% | 2.32% | 41 | +100,494 | 6.67% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,512,309 | 148,070 | 0.21% | 0.23% | 42 | -113,283 | -6.97% | Q1 2026 | Apr 27, 2026 |
| Focused Wealth Management, Inc | History | Added to | 1,502,441 | 147,103 | 15.26% | 16.28% | 43 | +41,640 | 2.85% | Q1 2026 | Apr 20, 2026 |
| Savant Capital, LLC | History | Reduced | 1,494,852 | 146,360 | 0.71% | 0.92% | 44 | -26,820 | -1.76% | Q1 2026 | May 04, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 1,454,358 | 142,396 | 2.39% | 2.23% | 45 | +199,089 | 15.86% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,439,167 | 140,908 | 4.8% | 5.46% | 46 | -27,500 | -1.87% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,389,460 | 136,042 | 0.08% | 0.09% | 47 | +125,746 | 9.95% | Q1 2026 | May 07, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 1,388,717 | 135,969 | 13.0% | 11.25% | 48 | +284,434 | 25.76% | Q1 2026 | Apr 10, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,375,898 | 134,715 | 1.34% | 1.59% | 49 | +33,329 | 2.48% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 1,365,582 | 133,704 | 0.16% | 0.19% | 50 | -136,903 | -9.11% | Q1 2026 | May 13, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 1,324,964 | 129,727 | 12.32% | 14.43% | 51 | -148,116 | -10.05% | Q1 2026 | Apr 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,295,429 | 126,835 | 5.58% | — | 52 | +1,295,429 | New | Q1 2026 | Apr 28, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 1,211,737 | 118,641 | 8.75% | 10.62% | 53 | -145,048 | -10.69% | Q1 2026 | Apr 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,203,226 | 117,807 | 0.15% | 0.16% | 54 | -1,482 | -0.12% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 1,178,887 | 115,424 | 3.93% | 4.17% | 55 | +6,793 | 0.58% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,120,507 | 109,708 | 0.3% | 0.29% | 56 | +14,898 | 1.35% | Q1 2026 | May 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 1,050,219 | 109,222 | 6.16% | 6.1% | 57 | +80,305 | 8.28% | Q1 2026 | Apr 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,073,283 | 105,085 | 0.84% | 1.0% | 58 | +282,259 | 35.68% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,071,443 | 104,905 | 0.27% | 0.2% | 59 | +355,483 | 49.65% | Q1 2026 | Apr 30, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,048,519 | 102,660 | 0.73% | 0.81% | 60 | +54,359 | 5.47% | Q1 2026 | Apr 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 989,915 | 96,922 | 0.72% | 0.8% | 61 | +60,364 | 6.49% | Q1 2026 | May 15, 2026 |
| KWB Wealth | History | Reduced | 906,876 | 96,763 | 9.57% | 9.93% | 62 | -75,323 | -7.67% | Q1 2026 | Apr 08, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 974,697 | 95,432 | 1.4% | 1.59% | 63 | -9,009 | -0.92% | Q1 2026 | Apr 09, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 847,510 | 90,429 | 0.15% | 0.15% | 64 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 913,898 | 89,479 | 6.9% | 7.11% | 65 | +44,350 | 5.1% | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 915,124 | 89,471 | 0.12% | — | 66 | +915,124 | New | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 930,138 | 88,194 | 0.04% | 0.04% | 67 | +339,207 | 57.4% | Q1 2026 | May 15, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 883,504 | 86,503 | 11.37% | 12.16% | 68 | +64,064 | 7.82% | Q1 2026 | May 12, 2026 |
| Black Swift Group, LLC | History | Added to | 868,064 | 84,992 | 14.88% | 15.62% | 69 | +54,313 | 6.67% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 861,028 | 84,303 | 0.32% | 0.33% | 70 | +115,908 | 15.56% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 856,830 | 83,055 | 0.12% | 0.12% | 71 | -28,497 | -3.22% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 804,593 | 79,526 | 2.93% | 3.82% | 72 | +581,140 | 260.07% | Q1 2026 | May 14, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 762,853 | 74,690 | 15.29% | 16.36% | 73 | -968 | -0.13% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 727,702 | 71,249 | 0.05% | 0.06% | 74 | +3,027 | 0.42% | Q1 2026 | May 12, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 714,242 | 69,931 | 0.47% | 0.54% | 75 | -8,306 | -1.15% | Q1 2026 | May 07, 2026 |
| HighPoint Advisor Group LLC | History | New | 667,644 | 65,369 | 2.74% | — | 76 | +667,644 | New | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 657,994 | 64,424 | 0.82% | 0.44% | 77 | +376,074 | 133.4% | Q1 2026 | May 15, 2026 |
| Klingman & Associates, LLC | History | Reduced | 654,814 | 64,112 | 3.07% | 3.43% | 78 | -11,395 | -1.71% | Q1 2026 | May 14, 2026 |
| Compton Financial Group, LLC | History | Reduced | 654,320 | 64,064 | 14.15% | 20.6% | 79 | -198,463 | -23.27% | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | Added to | 652,119 | 63,848 | 1.48% | 1.51% | 80 | +68,685 | 11.77% | Q1 2026 | May 15, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 585,065 | 63,356 | 4.27% | 4.27% | 81 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 642,954 | 62,951 | 19.28% | 21.82% | 82 | -25,580 | -3.83% | Q1 2026 | Apr 13, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 637,452 | 62,412 | 9.87% | 10.37% | 83 | +17,491 | 2.82% | Q1 2026 | Apr 29, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 579,137 | 61,793 | 5.54% | 5.54% | 84 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 593,091 | 58,069 | 5.2% | — | 85 | +593,091 | New | Q1 2026 | Apr 08, 2026 |
| Composition Wealth, LLC | History | Reduced | 573,057 | 56,107 | 0.77% | 1.03% | 86 | -101,174 | -15.01% | Q1 2026 | Apr 08, 2026 |
| Dakota Wealth Management | History | Added to | 566,820 | 55,497 | 1.2% | 0.63% | 87 | +233,570 | 70.09% | Q1 2026 | May 07, 2026 |
| COURIER CAPITAL LLC | History | Added to | 546,445 | 53,502 | 2.99% | 3.09% | 88 | +30,523 | 5.92% | Q1 2026 | Apr 23, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 543,010 | 53,166 | 6.6% | 7.46% | 89 | +4,211 | 0.78% | Q1 2026 | Apr 27, 2026 |
| Merit Financial Group, LLC | History | Reduced | 529,851 | 51,877 | 0.39% | 0.46% | 90 | -7,476 | -1.39% | Q1 2026 | Apr 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 528,353 | 51,730 | 0.8% | 0.82% | 91 | +15,508 | 3.02% | Q1 2026 | Apr 01, 2026 |
| RFG Advisory, LLC | History | Reduced | 525,501 | 51,451 | 0.95% | 1.2% | 92 | -70,041 | -11.76% | Q1 2026 | Apr 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 507,584 | 49,697 | 0.01% | 0.0% | 93 | +256,155 | 101.88% | Q1 2026 | May 05, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Added to | 504,886 | 49,433 | 22.42% | 23.99% | 94 | +2,033 | 0.4% | Q1 2026 | May 01, 2026 |
| Convergence Financial, LLC | History | Reduced | 499,430 | 49,351 | 5.23% | 8.45% | 95 | -43,260 | -7.97% | Q1 2026 | May 11, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 500,556 | 49,010 | 3.91% | 4.21% | 96 | +577 | 0.12% | Q1 2026 | May 15, 2026 |
| CGN Advisors LLC | History | Reduced | 487,125 | 47,694 | 3.77% | 4.13% | 97 | -1,985 | -0.41% | Q1 2026 | Apr 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 480,187 | 47,004 | 0.09% | 0.09% | 98 | -1,893 | -0.39% | Q1 2026 | May 01, 2026 |
| Navigation Group, LLC | History | New | 479,805 | 46,977 | 10.99% | — | 99 | +479,805 | New | Q1 2026 | May 05, 2026 |
| Rodgers & Associates, LTD | History | Added to | 470,788 | 46,094 | 4.69% | 5.05% | 100 | +2,956 | 0.63% | Q1 2026 | May 04, 2026 |
| TRUEFG, LLC | History | Added to | 454,660 | 44,515 | 11.8% | 12.68% | 101 | +11,716 | 2.65% | Q1 2026 | Apr 22, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 450,661 | 44,124 | 0.61% | 0.61% | 102 | +27,628 | 6.53% | Q1 2026 | May 01, 2026 |
| 71 West Capital Partners | History | Added to | 450,201 | 44,079 | 1.94% | 2.1% | 103 | +21,854 | 5.1% | Q1 2026 | May 06, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 448,627 | 43,925 | 1.9% | 1.93% | 104 | +13,683 | 3.15% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 448,042 | 43,867 | 0.02% | 0.02% | 105 | +69,377 | 18.32% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 447,709 | 43,835 | 0.54% | 0.53% | 106 | +46,918 | 11.71% | Q1 2026 | Apr 20, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 428,327 | 41,937 | 1.63% | 1.76% | 107 | -14,786 | -3.34% | Q1 2026 | May 12, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 426,674 | 41,775 | 5.38% | 5.9% | 108 | +29,580 | 7.45% | Q1 2026 | Apr 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 422,615 | 41,378 | 0.1% | 0.1% | 109 | +5,425 | 1.3% | Q1 2026 | Apr 22, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 408,215 | 39,968 | 7.11% | 8.06% | 110 | +8,304 | 2.08% | Q1 2026 | Apr 27, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 405,208 | 39,673 | 3.76% | 3.78% | 111 | +23,198 | 6.07% | Q1 2026 | May 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 398,159 | 38,983 | 0.71% | 0.68% | 112 | +64,831 | 19.45% | Q1 2026 | May 11, 2026 |
| Redwood Investment Management, LLC | History | Added to | 393,761 | 38,553 | 4.79% | 4.02% | 113 | +58,164 | 17.33% | Q1 2026 | May 14, 2026 |
| Gibbs Wealth Management | History | Added to | 393,753 | 38,552 | 5.06% | 4.39% | 114 | +225,437 | 133.94% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 392,110 | 38,391 | 1.4% | 1.85% | 115 | +14,887 | 3.95% | Q1 2026 | May 19, 2026 |
| TLWM | History | Added to | 388,554 | 38,043 | 6.85% | 4.39% | 116 | +163,779 | 72.86% | Q1 2026 | Apr 08, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 384,599 | 37,656 | 8.31% | 8.37% | 117 | +31,401 | 8.89% | Q1 2026 | Apr 03, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 383,400 | 37,538 | 0.03% | — | 118 | +383,400 | New | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | Added to | 382,639 | 37,464 | 2.56% | 2.76% | 119 | +32,923 | 9.41% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 382,192 | 37,420 | 0.29% | 0.28% | 120 | +10,544 | 2.84% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 376,549 | 37,376 | 0.08% | 0.08% | 121 | -174,988 | -31.73% | Q1 2026 | Apr 08, 2026 |
| Destiny Capital Corp/CO | History | Added to | 381,111 | 37,314 | 19.88% | 20.58% | 122 | +6,267 | 1.67% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 379,865 | 37,192 | 0.42% | 0.45% | 123 | +8,760 | 2.36% | Q1 2026 | Apr 28, 2026 |
| ERn Financial, LLC | History | Reduced | 373,172 | 36,537 | 6.87% | 7.63% | 124 | -7,153 | -1.88% | Q1 2026 | Apr 24, 2026 |
| Investments & Financial Planning, LLC | History | Added to | 364,883 | 35,725 | 19.45% | 20.58% | 125 | +5,424 | 1.51% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 356,048 | 34,860 | 0.0% | 0.0% | 126 | +113,355 | 46.71% | Q1 2026 | May 15, 2026 |
| Drake & Associates, LLC | History | Added to | 355,574 | 34,814 | 6.63% | 6.6% | 127 | +44,932 | 14.46% | Q1 2026 | May 13, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 355,479 | 34,804 | 6.41% | 7.48% | 128 | +9,140 | 2.64% | Q1 2026 | Apr 13, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 352,548 | 34,517 | 8.05% | 8.79% | 129 | +7,921 | 2.3% | Q1 2026 | Apr 08, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 351,013 | 34,367 | 2.41% | 3.03% | 130 | -43,917 | -11.12% | Q1 2026 | May 12, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 349,608 | 34,230 | 11.12% | 11.58% | 131 | +24,770 | 7.63% | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 346,165 | 33,893 | 1.26% | 1.31% | 132 | +20,984 | 6.45% | Q1 2026 | May 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 315,806 | 33,696 | 2.1% | 2.1% | 133 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 340,102 | 33,299 | 5.33% | 5.75% | 134 | -312 | -0.09% | Q1 2026 | Apr 28, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 332,345 | 32,539 | 14.86% | 16.65% | 135 | +2,916 | 0.89% | Q1 2026 | Apr 20, 2026 |
| Kozak & Associates, Inc. | History | Added to | 305,913 | 32,350 | 6.31% | 6.36% | 136 | +831 | 0.27% | Q1 2026 | Apr 14, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 330,316 | 32,341 | 5.24% | 5.92% | 137 | -10,902 | -3.2% | Q1 2026 | Apr 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 329,513 | 32,262 | 3.62% | 3.98% | 138 | -4,333 | -1.3% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 326,185 | 31,936 | 0.06% | 0.08% | 139 | +79,408 | 32.18% | Q1 2026 | May 01, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 325,038 | 31,824 | 2.44% | 2.34% | 140 | +56,768 | 21.16% | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 324,188 | 31,741 | 0.35% | 0.38% | 141 | +12,235 | 3.92% | Q1 2026 | Apr 20, 2026 |
| Leslie Global Wealth, LLC | History | Reduced | 321,545 | 31,482 | 16.59% | 15.66% | 142 | -4,541 | -1.39% | Q1 2026 | May 15, 2026 |
| Retirement Management Systems Inc. | History | Reduced | 316,966 | 31,034 | 7.48% | 9.03% | 143 | -13,764 | -4.16% | Q1 2026 | Apr 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 314,137 | 30,757 | 1.75% | 1.89% | 144 | +17,794 | 6.0% | Q1 2026 | Apr 09, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 302,619 | 29,629 | 0.69% | 0.85% | 145 | -24,070 | -7.37% | Q1 2026 | May 04, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 302,481 | 29,615 | 2.37% | 2.08% | 146 | +50,321 | 19.96% | Q1 2026 | May 13, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 295,164 | 28,899 | 3.81% | 3.98% | 147 | -2,435 | -0.82% | Q1 2026 | May 11, 2026 |
| Roberts Financial Services LLC | History | Reduced | 287,430 | 28,142 | 8.95% | 11.01% | 148 | -41,144 | -12.52% | Q1 2026 | Apr 15, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 285,546 | 27,957 | 2.35% | 2.43% | 149 | +14,280 | 5.26% | Q1 2026 | Apr 20, 2026 |
| CX Institutional | History | Added to | 282,635 | 27,673 | 0.84% | 0.88% | 150 | +7,340 | 2.67% | Q1 2026 | Apr 06, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 279,803 | 27,395 | 13.25% | — | 151 | +279,803 | New | Q1 2026 | May 14, 2026 |
| Eagle Strategies LLC | History | Added to | 278,883 | 27,305 | 3.26% | 3.77% | 152 | +2,480 | 0.9% | Q1 2026 | Apr 20, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 275,716 | 26,995 | 0.91% | 0.93% | 153 | +26,765 | 10.75% | Q1 2026 | Apr 17, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 274,823 | 26,451 | 3.5% | 4.03% | 154 | -4,470 | -1.6% | Q1 2026 | Apr 30, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 270,056 | 26,441 | 3.09% | 2.93% | 155 | +14,907 | 5.84% | Q1 2026 | May 15, 2026 |
| CVFG LLC | History | New | 269,679 | 26,404 | 3.28% | — | 156 | +269,679 | New | Q1 2026 | Apr 29, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 268,942 | 26,332 | 9.27% | 8.37% | 157 | +48,922 | 22.24% | Q1 2026 | Apr 08, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 265,128 | 25,958 | 10.43% | 11.97% | 158 | -38,498 | -12.68% | Q1 2026 | Apr 13, 2026 |
| Beutel, Goodman & Co Ltd. | History | Added to | 261,658 | 25,600 | 0.17% | 0.17% | 159 | +9,191 | 3.64% | Q1 2026 | May 15, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 260,288 | 25,389 | 9.09% | 9.8% | 160 | +4,229 | 1.65% | Q1 2026 | Apr 23, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 251,805 | 24,654 | 6.68% | 9.98% | 161 | +33,434 | 15.31% | Q1 2026 | Apr 08, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 249,121 | 24,391 | 13.55% | 14.7% | 162 | +12,235 | 5.16% | Q1 2026 | Apr 27, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 248,326 | 24,313 | 3.0% | 3.19% | 163 | +12,830 | 5.45% | Q1 2026 | May 08, 2026 |
| GM Advisory Group, LLC | History | Added to | 245,089 | 23,996 | 0.92% | 0.96% | 164 | +15,168 | 6.6% | Q1 2026 | Apr 28, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 241,651 | 23,660 | 10.03% | 11.07% | 165 | +4,399 | 1.85% | Q1 2026 | May 14, 2026 |
| BIP Wealth, LLC | History | Added to | 241,492 | 23,644 | 0.96% | 0.84% | 166 | +17,473 | 7.8% | Q1 2026 | Apr 27, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 241,101 | 23,606 | 11.66% | 12.03% | 167 | +13,807 | 6.07% | Q1 2026 | Apr 30, 2026 |
| VICUS CAPITAL | History | Added to | 239,252 | 23,425 | 1.72% | 1.85% | 168 | +8,073 | 3.49% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Reduced | 238,869 | 23,387 | 0.03% | 0.03% | 169 | -10,447 | -4.19% | Q1 2026 | May 14, 2026 |
| Advisors Capital Management, LLC | History | Added to | 238,746 | 23,375 | 0.27% | 0.25% | 170 | +36,963 | 18.32% | Q1 2026 | May 01, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 238,066 | 23,309 | 1.79% | 1.89% | 171 | +4,745 | 2.03% | Q1 2026 | Apr 08, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 236,915 | 23,196 | 10.13% | 11.01% | 172 | -29,679 | -11.13% | Q1 2026 | May 01, 2026 |
| Choice Wealth Advisors LLC | History | Added to | 235,677 | 23,075 | 9.06% | 9.7% | 173 | +5,821 | 2.53% | Q1 2026 | Apr 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 235,300 | 23,038 | 0.27% | 0.3% | 174 | +3,342 | 1.44% | Q1 2026 | May 08, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 234,248 | 22,935 | 3.36% | 3.69% | 175 | +11,760 | 5.29% | Q1 2026 | Apr 24, 2026 |
| Marathon Mission, Inc. | History | Added to | 233,593 | 22,871 | 13.31% | 13.56% | 176 | +13,928 | 6.34% | Q1 2026 | Apr 17, 2026 |
| JNBA Financial Advisors | History | Reduced | 231,595 | 22,675 | 1.89% | 2.24% | 177 | -8,850 | -3.68% | Q1 2026 | Apr 22, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 230,725 | 22,590 | 0.0% | 0.0% | 178 | -20,261 | -8.07% | Q1 2026 | May 14, 2026 |
| Portside Wealth Group, LLC | History | Added to | 229,898 | 22,509 | 3.05% | 3.0% | 179 | +21,096 | 10.1% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 226,732 | 22,199 | 0.58% | 0.7% | 180 | -1,508 | -0.66% | Q1 2026 | May 14, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 226,466 | 22,173 | 9.38% | 6.36% | 181 | +85,823 | 61.02% | Q1 2026 | Apr 20, 2026 |
| Concord Wealth Partners | History | Added to | 225,580 | 22,086 | 2.87% | 3.04% | 182 | +6,315 | 2.88% | Q1 2026 | May 01, 2026 |
| Fortitude Financial, LLC | History | Reduced | 222,230 | 21,758 | 11.51% | 20.13% | 183 | -145 | -0.07% | Q1 2026 | Apr 23, 2026 |
| GRANVILLE CAPITAL, INC. | History | Added to | 221,462 | 21,683 | 11.33% | 11.8% | 184 | +13,073 | 6.27% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 220,887 | 21,627 | 0.04% | 0.05% | 185 | -28,819 | -11.54% | Q1 2026 | May 14, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 219,393 | 21,480 | 2.47% | 2.72% | 186 | -1,460 | -0.66% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 218,373 | 21,380 | 1.76% | 0.62% | 187 | +150,242 | 220.52% | Q1 2026 | Apr 08, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Added to | 218,224 | 21,366 | 11.7% | 8.24% | 188 | +76,376 | 53.84% | Q1 2026 | May 07, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 192,017 | 21,229 | 5.6% | 5.38% | 189 | +8,022 | 4.36% | Q1 2026 | Apr 21, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 216,149 | 21,163 | 12.34% | 11.65% | 190 | -1,885 | -0.86% | Q1 2026 | May 11, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 214,012 | 20,953 | 7.29% | 8.05% | 191 | -356 | -0.17% | Q1 2026 | Apr 28, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 212,889 | 20,843 | 3.52% | 3.83% | 192 | +5,815 | 2.81% | Q1 2026 | May 01, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 211,498 | 20,707 | 0.39% | 0.43% | 193 | -1,391 | -0.65% | Q1 2026 | Apr 16, 2026 |
| Modern Wealth Management, LLC | History | Added to | 205,461 | 20,381 | 0.35% | 0.39% | 194 | +4,507 | 2.24% | Q1 2026 | May 14, 2026 |
| Hofer & Associates. Inc | History | Added to | 207,920 | 20,357 | 10.94% | 11.59% | 195 | +2,862 | 1.4% | Q1 2026 | Apr 21, 2026 |
| Investors Research Corp | History | Added to | 207,773 | 20,343 | 3.89% | 4.02% | 196 | +1,872 | 0.91% | Q1 2026 | Apr 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 206,273 | 20,196 | 0.15% | 0.15% | 197 | +14,869 | 7.77% | Q1 2026 | May 12, 2026 |
| Collier Financial | History | Added to | 204,434 | 20,016 | 15.26% | 16.24% | 198 | +1,793 | 0.88% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 220,215 | 19,776 | 0.92% | 0.13% | 199 | -106,164 | -32.53% | Q1 2026 | May 15, 2026 |
| Stonebrook Private Inc. | History | Added to | 201,128 | 19,692 | 4.19% | 4.47% | 200 | +799 | 0.4% | Q1 2026 | May 11, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 200,384 | 19,619 | 0.81% | 0.87% | 201 | +1,662 | 0.84% | Q1 2026 | Apr 21, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 199,410 | 19,524 | 0.55% | 0.59% | 202 | +803 | 0.4% | Q1 2026 | May 14, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 198,267 | 19,412 | 10.73% | 11.57% | 203 | +1,005 | 0.51% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 194,405 | 19,034 | 1.97% | 2.06% | 204 | +9,544 | 5.16% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 193,883 | 18,983 | 0.9% | 0.85% | 205 | +19,303 | 11.06% | Q1 2026 | May 18, 2026 |
| Harbor Group, Inc. | History | Reduced | 192,303 | 18,828 | 2.72% | 3.08% | 206 | -509 | -0.26% | Q1 2026 | Apr 10, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 191,802 | 18,779 | 0.94% | 0.94% | 207 | +21,692 | 12.75% | Q1 2026 | Apr 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 188,716 | 18,477 | 0.41% | 0.42% | 208 | +11,916 | 6.74% | Q1 2026 | May 15, 2026 |
| Navalign, LLC | History | Added to | 185,699 | 18,181 | 4.59% | 4.7% | 209 | +6,273 | 3.5% | Q1 2026 | Apr 29, 2026 |
| Tempo Wealth, LLC | History | Reduced | 184,996 | 18,112 | 3.16% | 3.52% | 210 | -8 | -0.0% | Q1 2026 | May 14, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 184,888 | 18,102 | 8.0% | 10.07% | 211 | -22,469 | -10.84% | Q1 2026 | Apr 15, 2026 |
| Optas, LLC | History | Added to | 183,472 | 17,964 | 2.72% | 2.97% | 212 | +5,262 | 2.95% | Q1 2026 | Apr 24, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 162,821 | 17,600 | 16.33% | 16.33% | 213 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 179,500 | 17,574 | 0.0% | 0.0% | 214 | +53,300 | 42.23% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 174,070 | 17,043 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 167,415 | 16,391 | 2.04% | 3.28% | 216 | -83,397 | -33.25% | Q1 2026 | Apr 08, 2026 |
| Diligent Investors, LLC | History | Reduced | 166,309 | 16,283 | 4.03% | 4.44% | 217 | -2,701 | -1.6% | Q1 2026 | Apr 15, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 152,437 | 16,272 | 2.52% | 2.52% | 218 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 164,942 | 16,149 | 3.14% | 3.95% | 219 | +5,552 | 3.48% | Q1 2026 | May 15, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 141,628 | 15,995 | 6.74% | 6.71% | 220 | -2,706 | -1.87% | Q1 2026 | May 08, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 163,078 | 15,966 | 2.84% | 3.18% | 221 | +8,128 | 5.25% | Q1 2026 | May 08, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 162,313 | 15,892 | 1.98% | 1.65% | 222 | +38,688 | 31.29% | Q1 2026 | May 14, 2026 |
| Benchmark Financial, LLC | History | Added to | 161,170 | 15,780 | 14.16% | 15.02% | 223 | +19,968 | 14.14% | Q1 2026 | Apr 21, 2026 |
| CBM Financial, LLC | History | Added to | 142,570 | 15,762 | 9.84% | 9.35% | 224 | +10,235 | 7.73% | Q1 2026 | May 12, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 159,312 | 15,598 | 0.88% | 0.64% | 225 | +45,926 | 40.5% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 157,936 | 15,463 | 0.03% | 0.01% | 226 | +86,032 | 119.65% | Q1 2026 | May 14, 2026 |
| PECAUT & CO. | History | Added to | 156,240 | 15,297 | 4.97% | 5.33% | 227 | +1,450 | 0.94% | Q1 2026 | May 11, 2026 |
| Trilogy Capital Inc. | History | Reduced | 152,816 | 14,962 | 0.66% | 0.8% | 228 | -15,447 | -9.18% | Q1 2026 | Apr 21, 2026 |
| Hobart Private Capital, LLC | History | Added to | 151,030 | 14,787 | 2.91% | 3.14% | 229 | +393 | 0.26% | Q1 2026 | Apr 07, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 150,827 | 14,767 | 10.55% | 10.67% | 230 | +22,290 | 17.34% | Q1 2026 | Apr 29, 2026 |
| Sentinel Advisory Group, LLC | History | New | 149,210 | 14,609 | 7.12% | — | 231 | +149,210 | New | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 148,331 | 14,523 | 0.02% | 0.02% | 232 | +3,227 | 2.22% | Q1 2026 | May 15, 2026 |
| Probity Advisors, Inc. | History | Added to | 148,239 | 14,514 | 2.3% | 2.47% | 233 | +3,463 | 2.39% | Q1 2026 | Apr 28, 2026 |
| Magnus Financial Group LLC | History | Reduced | 146,169 | 14,311 | 1.16% | 1.19% | 234 | -277 | -0.19% | Q1 2026 | Apr 10, 2026 |
| Hilltop Partners LLC | History | Added to | 145,701 | 14,265 | 3.66% | 3.92% | 235 | +3,040 | 2.13% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 144,979 | 14,194 | 0.35% | 0.39% | 236 | -3,158 | -2.13% | Q1 2026 | Apr 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 142,713 | 13,973 | 0.0% | 0.0% | 237 | +71,813 | 101.29% | Q1 2026 | May 12, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 142,503 | 13,952 | 1.96% | 1.59% | 238 | +34,693 | 32.18% | Q1 2026 | Apr 13, 2026 |
| Ascent Group, LLC | History | Reduced | 141,041 | 13,809 | 0.48% | 0.52% | 239 | -1,630 | -1.14% | Q1 2026 | May 15, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 140,269 | 13,733 | 4.47% | 5.1% | 240 | -2,906 | -2.03% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 138,919 | 13,601 | 0.07% | 0.08% | 241 | +949 | 0.69% | Q1 2026 | May 05, 2026 |
| Avestar Capital, LLC | History | Added to | 138,658 | 13,576 | 0.87% | 0.94% | 242 | +2,020 | 1.48% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 137,874 | 13,499 | 0.04% | 0.05% | 243 | -15,767 | -10.26% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 137,867 | 13,498 | 0.51% | 0.54% | 244 | -1,295 | -0.93% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 136,694 | 13,383 | 0.87% | 0.93% | 245 | +2,820 | 2.11% | Q1 2026 | Apr 15, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 136,004 | 13,316 | 5.87% | 6.73% | 246 | -1,688 | -1.23% | Q1 2026 | May 11, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 135,607 | 13,277 | 2.75% | 2.77% | 247 | +18,078 | 15.38% | Q1 2026 | May 14, 2026 |
| Sequent Asset Management, LLC | History | No change | 124,201 | 13,253 | 5.89% | 5.89% | 248 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 135,310 | 13,248 | 7.98% | 9.57% | 249 | -14,855 | -9.89% | Q1 2026 | May 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 135,264 | 13,243 | 0.75% | 0.85% | 250 | +68,611 | 102.94% | Q1 2026 | Apr 22, 2026 |
| Walsh & Associates, LLC | History | Added to | 135,216 | 13,239 | 13.13% | 13.97% | 251 | +2,400 | 1.81% | Q1 2026 | May 15, 2026 |
| Stone Wealth Partners | History | Added to | 134,866 | 13,204 | 11.86% | 12.06% | 252 | +7,923 | 6.24% | Q1 2026 | May 07, 2026 |
| Petix & Botte Co | History | Added to | 134,560 | 13,174 | 2.94% | 2.78% | 253 | +19,539 | 16.99% | Q1 2026 | Apr 30, 2026 |
| Carnegie Investment Counsel | History | Added to | 133,082 | 13,030 | 0.25% | 0.24% | 254 | +12,188 | 10.08% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Reduced | 133,076 | 13,029 | 0.04% | 0.05% | 255 | -21,447 | -13.88% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 132,875 | 13,009 | 0.07% | 0.27% | 256 | -584,903 | -81.49% | Q1 2026 | Apr 29, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 132,366 | 12,959 | 0.51% | 0.69% | 257 | +74,367 | 128.22% | Q1 2026 | May 15, 2026 |
| Scarborough Advisors, LLC | History | Added to | 132,015 | 12,925 | 1.41% | 0.04% | 258 | +129,838 | 5964.08% | Q1 2026 | May 07, 2026 |
| Able Wealth Management LLC | History | Added to | 131,379 | 12,863 | 3.44% | 3.34% | 259 | +32,494 | 32.86% | Q1 2026 | Apr 24, 2026 |
| Brookstone Capital Management | History | Reduced | 130,927 | 12,819 | 0.15% | 0.29% | 260 | -105,454 | -44.61% | Q1 2026 | Apr 16, 2026 |
| TAGStone Capital, Inc. | History | Added to | 129,681 | 12,697 | 4.49% | 4.92% | 261 | +5,878 | 4.75% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 129,345 | 12,664 | 0.01% | 0.01% | 262 | +38,756 | 42.78% | Q1 2026 | May 15, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 129,220 | 12,651 | 4.71% | 4.73% | 263 | +3,242 | 2.57% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 128,202 | 12,552 | 0.92% | 0.97% | 264 | -5,299 | -3.97% | Q1 2026 | Apr 20, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 127,927 | 12,525 | 2.22% | 2.43% | 265 | +5,026 | 4.09% | Q1 2026 | Apr 22, 2026 |
| Synergy Investment Management, LLC | History | Added to | 126,409 | 12,379 | 4.05% | 4.38% | 266 | +10,408 | 8.97% | Q1 2026 | May 14, 2026 |
| Seal Cove Capital, LLC | History | New | 123,120 | 12,054 | 10.56% | — | 267 | +123,120 | New | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 122,457 | 11,989 | 0.23% | 0.25% | 268 | +1,468 | 1.21% | Q1 2026 | Apr 14, 2026 |
| GenWealth Group, Inc. | History | Added to | 118,799 | 11,631 | 1.99% | 2.08% | 269 | +5,356 | 4.72% | Q1 2026 | May 11, 2026 |
| BCS Wealth Management | History | Reduced | 118,612 | 11,613 | 2.37% | 2.38% | 270 | -101,951 | -46.22% | Q1 2026 | Apr 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 108,716 | 11,599 | 0.21% | 0.21% | 271 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 116,832 | 11,564 | 0.03% | 0.01% | 272 | +107,436 | 1143.42% | Q1 2026 | May 12, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 117,386 | 11,493 | 3.53% | 3.96% | 273 | -4,195 | -3.45% | Q1 2026 | Apr 21, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 116,563 | 11,412 | 7.94% | 9.56% | 274 | +19,987 | 20.7% | Q1 2026 | Apr 22, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 113,271 | 11,090 | 2.69% | 3.88% | 275 | -24,215 | -17.61% | Q1 2026 | Apr 20, 2026 |
| Guardian Wealth Advisors, LLC | History | Added to | 113,002 | 11,064 | 6.36% | 6.61% | 276 | +3,203 | 2.92% | Q1 2026 | May 01, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 112,716 | 11,036 | 6.44% | 6.93% | 277 | +824 | 0.74% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 112,411 | 11,006 | 0.02% | 0.02% | 278 | -622 | -0.55% | Q1 2026 | May 14, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 110,326 | 10,802 | 1.21% | 1.35% | 279 | +986 | 0.9% | Q1 2026 | Apr 29, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 95,240 | 10,704 | 1.77% | 1.98% | 280 | -14,623 | -13.31% | Q1 2026 | May 08, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 108,630 | 10,635 | 4.08% | 4.13% | 281 | +4,571 | 4.39% | Q1 2026 | Apr 24, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 107,688 | 10,543 | 4.74% | 4.87% | 282 | +5,970 | 5.87% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 107,572 | 10,532 | 0.16% | 0.23% | 283 | +2,635 | 2.51% | Q1 2026 | May 15, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 98,308 | 10,489 | 0.7% | 0.7% | 284 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 97,316 | 10,383 | 0.0% | 0.0% | 285 | +83,777 | 618.78% | Q1 2026 | May 15, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 105,439 | 10,323 | 2.83% | 4.73% | 286 | -8,154 | -7.18% | Q1 2026 | Apr 27, 2026 |
| Breachway Investments LLC | History | Added to | 104,052 | 10,321 | 9.91% | 11.57% | 287 | +1,190 | 1.16% | Q1 2026 | Apr 13, 2026 |
| Sanchez Wealth Management Group | History | Reduced | 104,818 | 10,262 | 2.22% | 2.42% | 288 | -1,325 | -1.25% | Q1 2026 | Apr 29, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 104,046 | 10,187 | 0.79% | 0.76% | 289 | +14,513 | 16.21% | Q1 2026 | May 07, 2026 |
| Elite Financial, Inc. | History | Reduced | 103,734 | 10,156 | 4.55% | 5.19% | 290 | -3,112 | -2.91% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 103,280 | 10,112 | 0.01% | 0.01% | 291 | +27,059 | 35.5% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 102,633 | 10,048 | 0.08% | 0.08% | 292 | +6,875 | 7.18% | Q1 2026 | May 01, 2026 |
| Melone Private Wealth, LLC | History | Added to | 102,382 | 10,024 | 4.09% | 4.63% | 293 | +32 | 0.03% | Q1 2026 | Apr 08, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 88,722 | 9,916 | 5.92% | 5.77% | 294 | +3,053 | 3.56% | Q1 2026 | Apr 23, 2026 |
| LexAurum Advisors, LLC | History | New | 100,554 | 9,845 | 1.28% | — | 295 | +100,554 | New | Q1 2026 | Apr 13, 2026 |
| Oxinas Partners, LLC | History | Added to | 100,108 | 9,801 | 4.48% | 5.01% | 296 | +2,472 | 2.53% | Q1 2026 | Apr 10, 2026 |
| NewSquare Capital LLC | History | Reduced | 99,555 | 9,747 | 0.85% | 0.95% | 297 | -1,676 | -1.66% | Q1 2026 | May 08, 2026 |
| Tidemark, LLC | History | New | 99,505 | 9,742 | 2.48% | — | 298 | +99,505 | New | Q1 2026 | May 07, 2026 |
| Apollon Financial, LLC | History | Added to | 99,366 | 9,728 | 1.35% | 1.39% | 299 | +9,706 | 10.83% | Q1 2026 | Apr 22, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 98,810 | 9,674 | 2.87% | 4.05% | 300 | -25,440 | -20.47% | Q1 2026 | Apr 20, 2026 |