NEOS ETF Trust - SPYI
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.
Details.
Showing first 300 of
427 rows for faster page load.
Load all rows.
Rows: 0
| 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 | 4,301,671 | 212,373 | 0.06% | 0.05% | 1 | +1,161,798 | 37.0% | Q1 2026 | May 06, 2026 |
| Foguth Wealth Management, LLC. | History | Added to | 1,214,307 | 65,439 | 7.63% | 0.96% | 2 | +1,096,123 | 927.47% | Q1 2026 | Jun 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,061,491 | 52,406 | 0.01% | 0.01% | 3 | +134,250 | 14.48% | Q1 2026 | May 15, 2026 |
| Gradient Investments LLC | History | Reduced | 1,036,407 | 51,167 | 0.79% | 1.49% | 4 | -748,841 | -41.95% | Q1 2026 | Apr 13, 2026 |
| UBS Group AG | History | Reduced | 936,428 | 46,231 | 0.01% | 0.01% | 5 | -117,946 | -11.19% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 688,839 | 34,007 | 0.03% | 0.03% | 6 | +87,438 | 14.54% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 600,133 | 29,628 | 0.14% | 0.13% | 7 | +54,392 | 9.97% | Q1 2026 | Apr 24, 2026 |
| Cetera Investment Advisers | History | Added to | 536,814 | 26,502 | 0.03% | 0.02% | 8 | +143,956 | 36.64% | Q1 2026 | May 13, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 536,366 | 26,480 | 7.96% | 6.82% | 9 | +110,359 | 25.91% | Q1 2026 | May 05, 2026 |
| Howard Capital Management Inc. | History | Added to | 525,470 | 25,942 | 0.42% | 0.31% | 10 | +71,905 | 15.85% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 497,249 | 24,549 | 0.07% | 0.08% | 11 | -148,440 | -22.99% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 463,342 | 22,875 | 0.0% | 0.0% | 12 | +86,742 | 23.03% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 460,074 | 22,713 | 0.01% | 0.01% | 13 | +15,431 | 3.47% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 435,538 | 21,502 | 0.01% | 0.01% | 14 | +94,235 | 27.61% | Q1 2026 | May 04, 2026 |
| Second Half Financial Partners, LLC | History | No change | 404,802 | 19,985 | 9.0% | 9.44% | 15 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 381,394 | 18,829 | 0.14% | 0.18% | 16 | -44,047 | -10.35% | Q1 2026 | Apr 15, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 340,419 | 18,181 | 7.98% | 8.04% | 17 | +10,468 | 3.17% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 344,100 | 16,988 | 0.01% | 0.0% | 18 | +307,200 | 832.52% | Q1 2026 | May 15, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 278,178 | 13,733 | 5.02% | 4.54% | 19 | +37,648 | 15.65% | Q1 2026 | May 05, 2026 |
| URS Advisory LLC | History | Added to | 268,418 | 13,251 | 9.69% | 11.25% | 20 | +10,706 | 4.15% | Q1 2026 | Apr 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 261,973 | 13,005 | 0.12% | 0.01% | 21 | +244,466 | 1396.39% | Q1 2026 | Apr 07, 2026 |
| Summit Financial, LLC | History | Added to | 233,512 | 11,528 | 0.15% | 0.13% | 22 | +62,916 | 36.88% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 229,643 | 11,337 | 0.83% | 0.57% | 23 | +75,116 | 48.61% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 223,414 | 11,029 | 0.04% | 0.04% | 24 | +17,367 | 8.43% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 217,668 | 10,746 | 0.12% | 0.11% | 25 | +34,708 | 18.97% | Q1 2026 | Apr 28, 2026 |
| Centurion Wealth Management LLC | History | New | 210,514 | 10,393 | 2.34% | — | 26 | +210,514 | New | Q1 2026 | Apr 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 203,426 | 10,043 | 0.05% | 0.0% | 27 | +201,063 | 8508.8% | Q1 2026 | May 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 203,127 | 10,028 | 0.45% | 0.44% | 28 | +22,464 | 12.43% | Q1 2026 | May 12, 2026 |
| Indivisible Partners | History | Added to | 184,628 | 9,115 | 0.81% | 0.63% | 29 | +73,677 | 66.4% | Q1 2026 | Apr 30, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Added to | 178,254 | 8,800 | 3.16% | 0.71% | 30 | +138,720 | 350.89% | Q1 2026 | Apr 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 173,720 | 8,576 | 0.19% | 0.24% | 31 | -27,515 | -13.67% | Q1 2026 | May 15, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 172,485 | 8,515 | 5.57% | 2.95% | 32 | +87,402 | 102.73% | Q1 2026 | May 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 168,328 | 8,310 | 0.17% | 0.15% | 33 | +28,374 | 20.27% | Q1 2026 | May 14, 2026 |
| Steele Capital Management, Inc. | History | Added to | 161,913 | 7,993 | 0.33% | 0.36% | 34 | +1,723 | 1.08% | Q1 2026 | Apr 29, 2026 |
| HUB Investment Partners, LLC | History | Added to | 161,834 | 7,989 | 0.19% | 0.02% | 35 | +143,632 | 789.1% | Q1 2026 | May 15, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 158,074 | 7,804 | 1.31% | 1.27% | 36 | +22,672 | 16.74% | Q1 2026 | Apr 30, 2026 |
| Sentinel Advisory Group, LLC | History | New | 151,804 | 7,494 | 3.65% | — | 37 | +151,804 | New | Q1 2026 | May 14, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 148,370 | 7,325 | 0.77% | 0.95% | 38 | -30,293 | -16.96% | Q1 2026 | Apr 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 146,017 | 7,209 | 0.02% | 0.03% | 39 | -45,667 | -23.82% | Q1 2026 | Apr 30, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 145,291 | 7,173 | 0.12% | 0.1% | 40 | +30,690 | 26.78% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 143,300 | 7,074 | 0.0% | 0.0% | 41 | +111,700 | 353.48% | Q1 2026 | May 12, 2026 |
| Chung Wu Investment Group, LLC | History | Added to | 142,890 | 7,054 | 6.08% | 5.13% | 42 | +23,430 | 19.61% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 137,189 | 6,773 | 0.06% | 0.06% | 43 | -10,051 | -6.83% | Q1 2026 | May 13, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 131,192 | 6,476 | 1.0% | 1.29% | 44 | -23,336 | -15.1% | Q1 2026 | Apr 23, 2026 |
| RiverTree Advisors, LLC | History | Added to | 127,718 | 6,305 | 3.99% | 3.73% | 45 | +16,379 | 14.71% | Q1 2026 | Apr 20, 2026 |
| SteelPeak Wealth, LLC | History | New | 127,593 | 6,299 | 0.19% | — | 46 | +127,593 | New | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | New | 121,640 | 6,005 | 0.07% | — | 47 | +121,640 | New | Q1 2026 | May 12, 2026 |
| Northeast Financial Group, Inc. | History | New | 118,594 | 5,856 | 1.45% | — | 48 | +118,594 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 118,200 | 5,835 | 0.0% | 0.0% | 49 | +11,209 | 10.48% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 116,510 | 5,752 | 0.0% | 0.0% | 50 | +37,846 | 48.11% | Q1 2026 | May 07, 2026 |
| Palacios Wealth Management, LLC | History | Added to | 109,093 | 5,716 | 3.58% | 2.13% | 51 | +56,184 | 106.19% | Q1 2026 | May 11, 2026 |
| Integrity Wealth Partners, LLC | History | New | 113,495 | 5,603 | 5.04% | — | 52 | +113,495 | New | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 110,836 | 5,471 | 0.01% | 0.0% | 53 | +87,624 | 377.49% | Q1 2026 | May 14, 2026 |
| Delta Investment Management, LLC | History | Added to | 109,998 | 5,430 | 0.97% | 0.93% | 54 | +8,027 | 7.87% | Q1 2026 | May 12, 2026 |
| Independence Wealth Advisors, LLC | History | Added to | 106,485 | 5,257 | 2.8% | 3.04% | 55 | +3,696 | 3.6% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 105,494 | 5,208 | 0.04% | 0.03% | 56 | +29,929 | 39.61% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 103,262 | 5,098 | 0.19% | 0.16% | 57 | +21,016 | 25.55% | Q1 2026 | Apr 28, 2026 |
| Prota Financial, LLC | History | New | 102,584 | 5,064 | 3.67% | — | 58 | +102,584 | New | Q1 2026 | Apr 09, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 96,087 | 4,743 | 0.5% | 0.46% | 59 | +15,827 | 19.72% | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 95,127 | 4,696 | 0.06% | 0.07% | 60 | +2,565 | 2.77% | Q1 2026 | May 12, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 92,949 | 4,588 | 1.94% | 1.96% | 61 | +422 | 0.46% | Q1 2026 | Apr 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 91,134 | 4,499 | 0.15% | 0.05% | 62 | +18,607 | 25.66% | Q1 2026 | Apr 23, 2026 |
| Centennial Bank/AR/ | History | Added to | 89,470 | 4,417 | 1.59% | 0.74% | 63 | +53,921 | 151.68% | Q1 2026 | May 06, 2026 |
| PFG Advisors | History | Added to | 88,722 | 4,380 | 0.21% | 0.07% | 64 | +59,929 | 208.14% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | Added to | 87,262 | 4,332 | 0.21% | 0.05% | 65 | +69,230 | 383.93% | Q1 2026 | Apr 27, 2026 |
| RFG Advisory, LLC | History | Added to | 82,994 | 4,097 | 0.08% | 0.08% | 66 | +5,913 | 7.67% | Q1 2026 | Apr 17, 2026 |
| Massar Capital Management, LP | History | New | 82,483 | 4,072 | 0.44% | — | 67 | +82,483 | New | Q1 2026 | May 15, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 81,532 | 4,025 | 0.94% | 0.96% | 68 | +1,852 | 2.32% | Q1 2026 | Apr 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 80,894 | 3,993 | 0.07% | 0.02% | 69 | +65,953 | 441.42% | Q1 2026 | May 11, 2026 |
| NFSG Corp | History | Added to | 79,695 | 3,934 | 0.65% | 0.63% | 70 | +2,035 | 2.62% | Q1 2026 | May 05, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 78,168 | 3,859 | 0.31% | 0.29% | 71 | +7,782 | 11.06% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 75,145 | 3,728 | 0.26% | 0.25% | 72 | +4,320 | 6.1% | Q1 2026 | May 01, 2026 |
| SG Americas Securities, LLC | History | New | 75,000 | 3,703 | 0.0% | — | 73 | +75,000 | New | Q1 2026 | Apr 16, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 74,750 | 3,690 | 0.81% | 0.74% | 74 | +11,005 | 17.26% | Q1 2026 | May 13, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 72,416 | 3,575 | 2.21% | 2.31% | 75 | +1,881 | 2.67% | Q1 2026 | Apr 07, 2026 |
| FSA Advisors, Inc. | History | Added to | 70,589 | 3,484 | 2.3% | 2.39% | 76 | +5,151 | 7.87% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Added to | 69,333 | 3,422 | 0.02% | 0.02% | 77 | +19,493 | 39.11% | Q1 2026 | May 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 65,414 | 3,419 | 0.73% | 0.62% | 78 | +12,433 | 23.47% | Q1 2026 | Apr 28, 2026 |
| Sowell Financial Services LLC | History | Added to | 66,837 | 3,299 | 0.12% | 0.11% | 79 | +10,336 | 18.29% | Q1 2026 | Apr 20, 2026 |
| Mutual Advisors, LLC | History | Reduced | 66,506 | 3,283 | 0.07% | 0.08% | 80 | -881 | -1.31% | Q1 2026 | May 01, 2026 |
| PFG Investments, LLC | History | Added to | 66,315 | 3,273 | 0.15% | 0.16% | 81 | +2,320 | 3.63% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | Added to | 65,282 | 3,222 | 0.05% | 0.0% | 82 | +60,853 | 1373.97% | Q1 2026 | Apr 27, 2026 |
| Owen LaRue, LLC | History | Added to | 64,082 | 3,163 | 1.21% | 1.06% | 83 | +11,225 | 21.24% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 62,770 | 3,120 | 0.01% | 0.01% | 84 | -46,713 | -42.67% | Q1 2026 | Apr 08, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 63,118 | 3,116 | 0.12% | 0.12% | 85 | +593 | 0.95% | Q1 2026 | May 12, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 62,687 | 3,094 | 0.57% | 0.42% | 86 | +20,129 | 47.3% | Q1 2026 | Apr 15, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 62,516 | 3,082 | 0.23% | 0.17% | 87 | +8,028 | 14.73% | Q1 2026 | May 20, 2026 |
| Gainplan LLC | History | Added to | 62,113 | 3,066 | 2.3% | 0.92% | 88 | +15,266 | 32.59% | Q1 2026 | Apr 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 60,071 | 2,965 | 0.0% | 0.0% | 89 | +7,757 | 14.83% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 59,461 | 2,936 | 0.0% | 0.01% | 90 | -40,453 | -40.49% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Added to | 59,174 | 2,921 | 0.59% | 0.6% | 91 | +6,731 | 12.83% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 54,547 | 2,841 | 0.0% | 0.0% | 92 | +23,274 | 74.42% | Q1 2026 | Apr 27, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 57,229 | 2,825 | 0.39% | 0.42% | 93 | +471 | 0.83% | Q1 2026 | Apr 21, 2026 |
| Aspen Investment Management Inc | History | Added to | 56,850 | 2,807 | 0.86% | 0.88% | 94 | +1,140 | 2.05% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 56,154 | 2,772 | 0.07% | 0.07% | 95 | +556 | 1.0% | Q1 2026 | Apr 29, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 55,597 | 2,744 | 1.16% | 1.25% | 96 | -870 | -1.54% | Q1 2026 | Apr 15, 2026 |
| Sigma Planning Corp | History | Added to | 55,233 | 2,726 | 0.08% | 0.06% | 97 | +14,612 | 35.97% | Q1 2026 | May 04, 2026 |
| IHT Wealth Management, LLC | History | Added to | 54,504 | 2,690 | 0.06% | 0.03% | 98 | +30,001 | 122.44% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 53,766 | 2,654 | 0.0% | 0.0% | 99 | +10,667 | 24.75% | Q1 2026 | May 13, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 53,643 | 2,648 | 0.13% | 0.14% | 100 | +3,600 | 7.19% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 53,465 | 2,639 | 0.0% | 0.01% | 101 | -154,574 | -74.3% | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 52,670 | 2,600 | 0.03% | 0.02% | 102 | +21,286 | 67.82% | Q1 2026 | May 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 52,563 | 2,595 | 0.0% | 0.0% | 103 | +21,178 | 67.48% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 52,015 | 2,568 | 0.02% | — | 104 | +52,015 | New | Q1 2026 | Apr 07, 2026 |
| Fullerton Advisors, LLC | History | Added to | 51,990 | 2,566 | 2.66% | 2.64% | 105 | +1,590 | 3.15% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 51,935 | 2,564 | 0.02% | 0.01% | 106 | +36,793 | 242.99% | Q1 2026 | May 15, 2026 |
| Moran Wealth Management, LLC | History | Added to | 51,793 | 2,557 | 0.08% | 0.02% | 107 | +38,744 | 296.91% | Q1 2026 | Apr 27, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 50,680 | 2,502 | 0.43% | 0.15% | 108 | +33,989 | 203.64% | Q1 2026 | May 12, 2026 |
| LightSquare Wealth Management, LLC | History | New | 50,660 | 2,501 | 1.87% | — | 109 | +50,660 | New | Q1 2026 | May 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 49,465 | 2,442 | 0.08% | 0.05% | 110 | +19,063 | 62.7% | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | Added to | 48,149 | 2,377 | 0.17% | 0.19% | 111 | +349 | 0.73% | Q1 2026 | May 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 47,247 | 2,332 | 0.16% | 0.19% | 112 | -10,397 | -18.04% | Q1 2026 | May 21, 2026 |
| Brookstone Capital Management | History | Added to | 46,293 | 2,285 | 0.03% | 0.03% | 113 | +3,068 | 7.1% | Q1 2026 | Apr 16, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 45,941 | 2,268 | 0.03% | 0.03% | 114 | +7,076 | 18.21% | Q1 2026 | Apr 23, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 45,423 | 2,242 | 0.49% | — | 115 | +45,423 | New | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 42,720 | 2,227 | 0.04% | 0.06% | 116 | +19,233 | 81.89% | Q1 2026 | May 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 41,935 | 2,070 | 0.03% | 0.02% | 117 | +9,985 | 31.25% | Q1 2026 | Apr 20, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 41,013 | 2,024 | 0.03% | 0.02% | 118 | +12,253 | 42.6% | Q1 2026 | Apr 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 40,996 | 2,024 | 0.0% | 0.0% | 119 | -4,044 | -8.98% | Q1 2026 | May 14, 2026 |
| Banco BTG Pactual S.A. | History | New | 40,990 | 2,023 | 0.18% | — | 120 | +40,990 | New | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 40,691 | 2,008 | 0.05% | 0.05% | 121 | +2,314 | 6.03% | Q1 2026 | Apr 07, 2026 |
| Kaizen Financial Strategies | History | Added to | 38,477 | 2,008 | 0.85% | 0.84% | 122 | +2,093 | 5.75% | Q1 2026 | May 01, 2026 |
| Grantvest Financial Group LLC | History | Added to | 40,543 | 2,001 | 1.3% | 1.35% | 123 | +457 | 1.14% | Q1 2026 | May 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 40,450 | 1,997 | 0.5% | 0.41% | 124 | +8,450 | 26.41% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | Added to | 40,439 | 1,996 | 0.01% | 0.01% | 125 | +74 | 0.18% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | No change | 39,954 | 1,972 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 38,772 | 1,914 | 0.07% | 0.07% | 127 | +26,532 | 216.76% | Q1 2026 | May 15, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 38,009 | 1,876 | 0.21% | 0.2% | 128 | +3,923 | 11.51% | Q1 2026 | May 07, 2026 |
| Brown Financial Advisors | History | Reduced | 37,677 | 1,860 | 0.7% | 2.32% | 129 | -82,896 | -68.75% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 34,621 | 1,788 | 0.01% | 0.01% | 130 | +7,736 | 28.77% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 35,735 | 1,764 | 0.08% | — | 131 | +35,735 | New | Q1 2026 | May 18, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 33,880 | 1,672 | 1.1% | 1.23% | 132 | -1,300 | -3.7% | Q1 2026 | May 13, 2026 |
| Weaver Consulting Group | History | Added to | 31,725 | 1,566 | 0.37% | 0.13% | 133 | +21,590 | 213.02% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | New | 31,462 | 1,553 | 0.09% | — | 134 | +31,462 | New | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 31,151 | 1,537 | 0.05% | 0.03% | 135 | +12,877 | 70.47% | Q1 2026 | May 07, 2026 |
| CAP Partners, LLC | History | Added to | 31,080 | 1,534 | 0.87% | 0.84% | 136 | +2,786 | 9.85% | Q1 2026 | Apr 28, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 30,888 | 1,524 | 0.12% | 0.08% | 137 | +14,952 | 93.83% | Q1 2026 | Apr 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 30,829 | 1,522 | 0.0% | — | 138 | +30,829 | New | Q1 2026 | May 01, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 30,682 | 1,514 | 0.04% | 0.04% | 139 | +2,835 | 10.18% | Q1 2026 | May 12, 2026 |
| Capital Planning LLC | History | Added to | 30,580 | 1,509 | 0.49% | 0.44% | 140 | +868 | 2.92% | Q1 2026 | Apr 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 30,324 | 1,497 | 0.0% | 0.0% | 141 | +5,660 | 22.95% | Q1 2026 | Apr 22, 2026 |
| Bauman Advisory Group, LLC | History | Added to | 29,702 | 1,466 | 1.03% | 0.64% | 142 | +14,558 | 96.13% | Q1 2026 | May 06, 2026 |
| Kovack Advisors, Inc. | History | Added to | 29,347 | 1,453 | 0.08% | 0.04% | 143 | +14,547 | 98.29% | Q1 2026 | May 12, 2026 |
| PDS Planning, Inc | History | Added to | 28,774 | 1,420 | 0.09% | 0.1% | 144 | +1,359 | 4.96% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 28,725 | 1,418 | 0.09% | 0.07% | 145 | +2,990 | 11.62% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 28,569 | 1,410 | 0.01% | 0.01% | 146 | +2,665 | 10.29% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 28,477 | 1,405 | 0.07% | 0.04% | 147 | +14,134 | 98.54% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 27,806 | 1,372 | 0.02% | 0.02% | 148 | +5,988 | 27.45% | Q1 2026 | May 18, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 27,729 | 1,368 | 0.14% | 0.11% | 149 | +5,703 | 25.89% | Q1 2026 | May 14, 2026 |
| Alpha Financial Partners LLC | History | Added to | 27,250 | 1,345 | 0.8% | 0.78% | 150 | +2,990 | 12.32% | Q1 2026 | May 13, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | New | 27,006 | 1,333 | 0.24% | — | 152 | +27,006 | New | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Reduced | 27,013 | 1,333 | 0.0% | 0.01% | 151 | -10,908 | -28.77% | Q1 2026 | May 14, 2026 |
| Paladin Wealth, LLC | History | Reduced | 26,983 | 1,332 | 0.92% | 1.41% | 153 | -12,263 | -31.25% | Q1 2026 | Apr 16, 2026 |
| Intrua Financial, LLC | History | Added to | 26,209 | 1,293 | 0.13% | 0.14% | 154 | +1,345 | 5.41% | Q1 2026 | Apr 23, 2026 |
| Lewis Asset Management, LLC | History | Added to | 25,526 | 1,260 | 0.52% | 0.37% | 155 | +8,107 | 46.54% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Wealth | History | Added to | 25,498 | 1,258 | 0.0% | 0.0% | 156 | +15,653 | 158.99% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 25,302 | 1,249 | 0.01% | 0.0% | 157 | +11,021 | 77.17% | Q1 2026 | May 05, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 24,703 | 1,219 | 0.14% | 0.15% | 158 | -565 | -2.24% | Q1 2026 | Apr 16, 2026 |
| Jupiter Wealth Management LLC | History | No change | 22,679 | 1,216 | 0.48% | 0.53% | 159 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 24,198 | 1,194 | 0.0% | — | 160 | +24,198 | New | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 24,185 | 1,193 | 0.01% | 0.01% | 161 | +5,162 | 27.14% | Q1 2026 | Apr 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 23,537 | 1,162 | 0.04% | 0.01% | 162 | +14,380 | 157.04% | Q1 2026 | Apr 29, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 23,394 | 1,154 | 0.28% | 1.39% | 163 | -90,041 | -79.38% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | Added to | 23,181 | 1,144 | 0.09% | 0.0% | 164 | +22,744 | 5204.58% | Q1 2026 | May 08, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 22,812 | 1,126 | 0.38% | 0.33% | 165 | +4,428 | 24.09% | Q1 2026 | Apr 09, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 22,747 | 1,123 | 0.03% | 0.04% | 166 | -7,442 | -24.65% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 22,638 | 1,117 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vann Equity Management LLC | History | New | 22,558 | 1,113 | 0.79% | — | 169 | +22,558 | New | Q1 2026 | May 08, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 22,553 | 1,113 | 0.01% | 0.02% | 168 | -4,402 | -16.33% | Q1 2026 | Apr 23, 2026 |
| Independent Advisor Alliance | History | Reduced | 22,332 | 1,102 | 0.01% | 0.04% | 170 | -5,946 | -21.03% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 22,171 | 1,094 | 0.01% | 0.0% | 171 | +7,942 | 55.82% | Q1 2026 | May 15, 2026 |
| Latitude Advisors, LLC | History | Added to | 21,469 | 1,059 | 0.49% | 0.39% | 172 | +4,570 | 27.04% | Q1 2026 | Apr 27, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 20,004 | 1,050 | 2.23% | 2.23% | 173 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Compound Planning, Inc. | History | Added to | 20,956 | 1,034 | 0.03% | 0.03% | 174 | +623 | 3.06% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | New | 20,938 | 1,033 | 0.08% | — | 175 | +20,938 | New | Q1 2026 | Apr 22, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 20,736 | 1,023 | 0.08% | 0.08% | 176 | +826 | 4.15% | Q1 2026 | Apr 16, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 20,311 | 1,002 | 0.27% | 0.33% | 177 | +5,509 | 37.22% | Q1 2026 | Apr 08, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 19,847 | 952 | 0.06% | 0.06% | 178 | -3,237 | -14.02% | Q1 2026 | May 14, 2026 |
| McKinney Capital Management, LLC | History | New | 19,177 | 946 | 0.81% | — | 179 | +19,177 | New | Q1 2026 | May 14, 2026 |
| ELCO Management Co., LLC | History | Added to | 19,125 | 944 | 0.45% | 0.36% | 180 | +8,200 | 75.06% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 17,874 | 938 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 18,626 | 919 | 0.33% | 0.17% | 182 | +9,774 | 110.42% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 18,458 | 911 | 0.08% | 0.05% | 183 | +8,199 | 79.92% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 18,378 | 907 | 0.03% | 0.04% | 184 | -1,390 | -7.03% | Q1 2026 | Apr 07, 2026 |
| Prospera Financial Services Inc | History | Added to | 18,132 | 895 | 0.01% | 0.01% | 185 | +9,405 | 107.77% | Q1 2026 | Apr 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 17,826 | 880 | 0.02% | 0.02% | 186 | +6,324 | 54.98% | Q1 2026 | Apr 27, 2026 |
| Clay Northam Wealth Management, LLC | History | New | 17,461 | 862 | 0.48% | — | 187 | +17,461 | New | Q1 2026 | Apr 28, 2026 |
| Claro Advisors Inc. | History | Added to | 17,403 | 859 | 0.1% | 0.12% | 188 | +203 | 1.18% | Q1 2026 | Apr 21, 2026 |
| Fiduciary Alliance LLC | History | Added to | 16,433 | 856 | 0.05% | 0.05% | 189 | +551 | 3.47% | Q1 2026 | Apr 20, 2026 |
| CHILTON INVESTMENT CO INC. | History | New | 17,176 | 847 | 0.02% | — | 190 | +17,176 | New | Q1 2026 | May 15, 2026 |
| Plan Group Financial, LLC | History | New | 17,150 | 846 | 0.2% | — | 191 | +17,150 | New | Q1 2026 | Apr 13, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 17,112 | 844 | 0.52% | 0.49% | 192 | +1,827 | 11.95% | Q1 2026 | Apr 22, 2026 |
| PMG Family Office LLC | History | Added to | 16,662 | 822 | 0.92% | 0.36% | 193 | +10,775 | 183.03% | Q1 2026 | Apr 17, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 16,540 | 816 | 0.29% | 0.42% | 194 | +419 | 2.6% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 16,285 | 803 | 0.02% | 0.02% | 195 | +2,035 | 14.28% | Q1 2026 | Apr 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 16,034 | 791 | 0.05% | 0.02% | 196 | +8,065 | 101.2% | Q1 2026 | Apr 29, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 15,996 | 789 | 0.04% | 0.04% | 197 | +9,026 | 129.5% | Q1 2026 | Apr 22, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 15,838 | 781 | 0.43% | 0.5% | 198 | -1,785 | -10.13% | Q1 2026 | Apr 28, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 15,792 | 779 | 0.2% | 0.21% | 199 | +1,220 | 8.37% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 15,601 | 770 | 0.03% | 0.04% | 200 | -742 | -4.54% | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 15,593 | 769 | 0.0% | 0.0% | 201 | +3,001 | 23.83% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Reduced | 15,459 | 763 | 0.04% | 0.04% | 202 | -45 | -0.29% | Q1 2026 | May 14, 2026 |
| Oregon Pacific Wealth Management, LLC | History | New | 15,401 | 760 | 0.79% | — | 203 | +15,401 | New | Q1 2026 | Apr 23, 2026 |
| MBL Wealth, LLC | History | Added to | 15,000 | 740 | 0.06% | 0.06% | 204 | +1,000 | 7.14% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 14,433 | 712 | 0.0% | 0.0% | 205 | +3,119 | 27.57% | Q1 2026 | May 14, 2026 |
| Tactive Advisors, LLC | History | Reduced | 14,417 | 711 | 0.2% | 0.23% | 206 | -244 | -1.66% | Q1 2026 | Apr 16, 2026 |
| Larson Financial Group LLC | History | Added to | 14,313 | 706 | 0.02% | 0.0% | 207 | +13,993 | 4372.81% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 41,104 | 703 | 0.0% | 0.0% | 208 | +190 | 0.46% | Q1 2026 | May 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 14,101 | 696 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Patten Group, Inc. | History | Added to | 14,089 | 695 | 0.12% | 0.09% | 210 | +4,933 | 53.88% | Q1 2026 | Apr 24, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 14,000 | 691 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wellington Grp LLC | History | New | 13,955 | 688 | 0.21% | — | 212 | +13,955 | New | Q1 2026 | May 22, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 13,492 | 666 | 0.02% | 0.02% | 213 | +1,135 | 9.19% | Q1 2026 | Apr 08, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 13,413 | 662 | 0.35% | 0.27% | 214 | -29 | -0.22% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 13,361 | 659 | 0.02% | 0.02% | 215 | +4,973 | 59.29% | Q1 2026 | May 14, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 13,152 | 649 | 0.07% | 0.2% | 216 | -7,813 | -37.27% | Q1 2026 | Apr 17, 2026 |
| NewEdge Wealth, LLC | History | No change | 13,053 | 644 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 12,890 | 636 | 0.0% | 0.0% | 218 | +12,094 | 1519.35% | Q1 2026 | May 11, 2026 |
| BCS Wealth Management | History | Reduced | 12,829 | 633 | 0.13% | 0.11% | 219 | -7,201 | -35.95% | Q1 2026 | Apr 17, 2026 |
| Creative Planning | History | Reduced | 12,811 | 632 | 0.0% | 0.0% | 220 | -3,458 | -21.26% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 12,776 | 630 | 0.01% | 0.02% | 221 | -5,156 | -28.75% | Q1 2026 | May 15, 2026 |
| Stratos Investment Management, LLC | History | Added to | 12,762 | 630 | 0.03% | 0.03% | 222 | +57 | 0.45% | Q1 2026 | Apr 28, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 11,642 | 612 | 0.79% | 0.79% | 223 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Storgate, LLC | History | Added to | 12,285 | 606 | 0.48% | 0.23% | 224 | +6,860 | 126.45% | Q1 2026 | May 06, 2026 |
| Betterment LLC | History | Added to | 12,239 | 604 | 0.0% | 0.0% | 225 | +7,702 | 169.76% | Q1 2026 | May 14, 2026 |
| Accel Wealth Management | History | Reduced | 12,005 | 592 | 0.15% | 0.18% | 226 | -432 | -3.47% | Q1 2026 | Apr 08, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 11,941 | 589 | 0.06% | 0.06% | 227 | +1,470 | 14.04% | Q1 2026 | Apr 15, 2026 |
| Integrated Advisors Network LLC | History | Added to | 11,525 | 568 | 0.03% | 0.03% | 228 | +161 | 1.42% | Q1 2026 | Apr 28, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 11,279 | 556 | 0.25% | 0.25% | 229 | +226 | 2.04% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 11,166 | 551 | 0.0% | 0.0% | 230 | -343 | -2.98% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 11,102 | 548 | 0.0% | 0.0% | 231 | -3,242 | -22.6% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 10,859 | 536 | 0.03% | 0.03% | 232 | +266 | 2.51% | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD BANCORP | History | New | 10,684 | 527 | 0.0% | — | 233 | +10,684 | New | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 10,346 | 510 | 0.01% | 0.02% | 234 | -60 | -0.58% | Q1 2026 | May 11, 2026 |
| Redwood Family Wealth LLC | History | Added to | 10,247 | 505 | 0.49% | 0.52% | 235 | +109 | 1.08% | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 10,158 | 501 | 0.03% | 0.03% | 236 | +1,461 | 16.8% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 10,110 | 499 | 0.0% | 0.0% | 237 | +2 | 0.02% | Q1 2026 | May 15, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 10,011 | 494 | 0.1% | 0.1% | 238 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 10,000 | 493 | 0.02% | 0.02% | 239 | +460 | 4.82% | Q1 2026 | Apr 20, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 10,000 | 493 | 0.11% | 0.11% | 240 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Leo Wealth, LLC | History | Reduced | 9,774 | 482 | 0.04% | 0.04% | 241 | -25 | -0.26% | Q1 2026 | May 05, 2026 |
| XTX Topco Ltd | History | New | 9,560 | 471 | 0.01% | — | 242 | +9,560 | New | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 9,508 | 469 | 0.01% | 0.0% | 243 | +1,788 | 23.16% | Q1 2026 | May 05, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 9,342 | 461 | 0.22% | 0.3% | 244 | -2,865 | -23.47% | Q1 2026 | May 15, 2026 |
| Rockport Wealth LLC | History | No change | 9,330 | 460 | 0.08% | 0.1% | 245 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 9,167 | 452 | 0.07% | 0.03% | 246 | +4,556 | 98.81% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 8,502 | 446 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VestGen Advisors, LLC | History | Added to | 8,316 | 444 | 0.01% | 0.02% | 248 | +1,547 | 22.85% | Q1 2026 | May 14, 2026 |
| Nvest Financial, LLC | History | New | 8,862 | 437 | 0.16% | — | 249 | +8,862 | New | Q1 2026 | Apr 28, 2026 |
| Encompass More Asset Management | History | Added to | 8,776 | 433 | 0.07% | 0.08% | 250 | +594 | 7.26% | Q1 2026 | Apr 28, 2026 |
| Strategic Financial Concepts, LLC | History | New | 8,760 | 432 | 0.11% | — | 251 | +8,760 | New | Q1 2026 | May 12, 2026 |
| Camelot Portfolios, LLC | History | Added to | 8,581 | 423 | 0.31% | 0.25% | 252 | +817 | 10.52% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Added to | 12,421 | 421 | 0.02% | 0.0% | 253 | +6,639 | 114.82% | Q1 2026 | May 15, 2026 |
| Manhattan West Asset Management, LLC | History | New | 8,516 | 420 | 0.08% | — | 254 | +8,516 | New | Q1 2026 | May 14, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 8,417 | 415 | 0.06% | 0.06% | 255 | +240 | 2.94% | Q1 2026 | Apr 22, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 8,367 | 413 | 0.22% | 0.24% | 256 | -497 | -5.61% | Q1 2026 | May 14, 2026 |
| Copley Financial Group, Inc. | History | Added to | 8,328 | 411 | 0.25% | 0.15% | 257 | +3,820 | 84.74% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 8,264 | 408 | 0.0% | 0.0% | 258 | +622 | 8.14% | Q1 2026 | May 14, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 8,205 | 405 | 0.18% | 0.17% | 259 | +1,157 | 16.42% | Q1 2026 | Apr 27, 2026 |
| Core Wealth Advisors, Inc. | History | New | 8,054 | 397 | 0.09% | — | 260 | +8,054 | New | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 8,014 | 395 | 0.0% | 0.0% | 261 | +2,975 | 59.04% | Q1 2026 | Apr 29, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 7,923 | 391 | 0.2% | 0.1% | 262 | +3,523 | 80.07% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 7,843 | 387 | 0.02% | 0.03% | 263 | -950 | -10.8% | Q1 2026 | Apr 30, 2026 |
| Virtue Capital Management, LLC | History | New | 8,037 | 385 | 0.06% | — | 264 | +8,037 | New | Q1 2026 | May 07, 2026 |
| Annex Advisory Services, LLC | History | New | 7,626 | 376 | 0.01% | — | 265 | +7,626 | New | Q1 2026 | Apr 16, 2026 |
| Keystone Financial Group | History | Added to | 7,580 | 374 | 0.03% | 0.02% | 266 | +1,400 | 22.65% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,419 | 366 | 0.0% | 0.0% | 267 | -480 | -6.08% | Q1 2026 | May 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 7,340 | 362 | 0.05% | 0.05% | 268 | +475 | 6.92% | Q1 2026 | Apr 28, 2026 |
| MORGAN STANLEY | History | Reduced | 7,300 | 360 | 0.0% | 0.0% | 269 | -4,761 | -39.47% | Q1 2026 | May 15, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 7,022 | 358 | 0.05% | 0.04% | 270 | +2,713 | 62.96% | Q1 2026 | Apr 16, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | New | 7,250 | 357 | 0.23% | — | 271 | +7,250 | New | Q1 2026 | Apr 27, 2026 |
| Pointe Capital Management LLC | History | New | 7,134 | 352 | 0.17% | — | 272 | +7,134 | New | Q1 2026 | May 15, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 6,967 | 343 | 0.04% | 0.04% | 273 | +210 | 3.11% | Q1 2026 | May 06, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 6,898 | 340 | 0.02% | 0.04% | 274 | -1,576 | -18.6% | Q1 2026 | Apr 17, 2026 |
| TCP Asset Management, LLC | History | New | 6,785 | 334 | 0.04% | — | 275 | +6,785 | New | Q1 2026 | Apr 10, 2026 |
| Forum Financial Management, LP | History | Added to | 6,599 | 325 | 0.0% | 0.0% | 276 | +602 | 10.04% | Q1 2026 | Apr 23, 2026 |
| Magnus Financial Group LLC | History | Added to | 6,539 | 322 | 0.03% | 0.02% | 277 | +663 | 11.28% | Q1 2026 | Apr 10, 2026 |
| Lido Advisors, LLC | History | Reduced | 6,518 | 321 | 0.0% | 0.0% | 278 | -468 | -6.7% | Q1 2026 | May 13, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 6,466 | 319 | 0.04% | 0.05% | 279 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sonoma Allocations LLC | History | Reduced | 6,357 | 316 | 0.11% | 0.12% | 281 | -284 | -4.28% | Q1 2026 | May 19, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 6,411 | 316 | 0.01% | 0.01% | 280 | +171 | 2.74% | Q1 2026 | Apr 15, 2026 |
| Savant Capital, LLC | History | New | 6,383 | 315 | 0.0% | — | 283 | +6,383 | New | Q1 2026 | May 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 6,388 | 315 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Richmond Investment Services, LLC | History | Added to | 6,268 | 309 | 0.05% | 0.04% | 284 | +1,620 | 34.85% | Q1 2026 | Apr 29, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 6,253 | 308 | 0.01% | 0.01% | 285 | +714 | 12.89% | Q1 2026 | May 15, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | New | 6,024 | 297 | 0.09% | — | 287 | +6,024 | New | Q1 2026 | Apr 24, 2026 |
| Braeburn Wealth Management LLC | History | No change | 6,025 | 297 | 0.17% | 0.16% | 286 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Smartleaf Asset Management LLC | History | New | 6,085 | 291 | 0.01% | — | 288 | +6,085 | New | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 5,839 | 288 | 0.01% | — | 289 | +5,839 | New | Q1 2026 | Apr 15, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 5,760 | 284 | 0.04% | 0.05% | 290 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 5,640 | 278 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 5,616 | 277 | 0.02% | 0.02% | 292 | +157 | 2.88% | Q1 2026 | May 12, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 5,543 | 273 | 0.02% | — | 293 | +5,543 | New | Q1 2026 | May 11, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 5,500 | 271 | 0.03% | 0.03% | 294 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 5,414 | 267 | 0.22% | 0.69% | 295 | -9,856 | -64.54% | Q1 2026 | May 11, 2026 |
| Helium Advisors LLC | History | New | 5,414 | 267 | 0.25% | — | 296 | +5,414 | New | Q1 2026 | May 05, 2026 |
| IPG Investment Advisors LLC | History | Added to | 5,399 | 266 | 0.05% | 0.05% | 297 | +399 | 7.98% | Q1 2026 | May 12, 2026 |
| Scott Capital Advisors, LLC | History | New | 5,170 | 264 | 0.05% | — | 298 | +5,170 | New | Q1 2026 | Apr 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 5,206 | 257 | 0.0% | 0.0% | 299 | +98 | 1.92% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 5,108 | 252 | 0.02% | 0.02% | 300 | +545 | 11.94% | Q1 2026 | May 15, 2026 |