SPDR SERIES TRUST - TFI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Betterment LLC | History | Reduced | 11,563,595 | 524,293 | 0.99% | 1.05% | 1 | -542,670 | -4.48% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,536,414 | 387,041 | 0.03% | 0.02% | 2 | +1,454,324 | 20.54% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,573,362 | 252,696 | 0.16% | 0.15% | 3 | +232,497 | 4.35% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 3,143,584 | 142,530 | 0.01% | 0.01% | 4 | +92,333 | 3.03% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,683,703 | 121,679 | 0.03% | 0.03% | 5 | +292,813 | 12.25% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 2,510,004 | 113,803 | 0.02% | 0.0% | 6 | +2,012,075 | 404.09% | Q1 2026 | May 05, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 2,453,632 | 111,247 | 0.04% | 0.04% | 7 | -57,933 | -2.31% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,656,625 | 75,111 | 0.03% | 0.03% | 8 | -394,800 | -19.25% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 1,627,016 | 73,768 | 0.02% | 0.02% | 9 | +8,047 | 0.5% | Q1 2026 | May 06, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 741,800 | 56,070 | 1.3% | 1.42% | 10 | -263 | -0.04% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,085,650 | 49,223 | 0.02% | 0.01% | 11 | +114,540 | 11.79% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 1,014,807 | 46,011 | 1.3% | 0.45% | 12 | +674,994 | 198.64% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 944,563 | 42,826 | 0.47% | — | 13 | +944,563 | New | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 923,926 | 41,890 | 0.06% | 0.0% | 14 | +918,637 | 17368.82% | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 835,814 | 38,205 | 2.84% | 2.84% | 15 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 751,415 | 34,069 | 0.07% | 0.06% | 16 | +27,175 | 3.75% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 748,305 | 33,928 | 0.01% | 0.0% | 17 | +235,695 | 45.98% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Added to | 703,278 | 31,886 | 0.07% | 0.06% | 18 | +19,373 | 2.83% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 632,641 | 28,589 | 0.0% | 0.0% | 19 | +19,592 | 3.2% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 570,108 | 25,848 | 0.02% | 0.01% | 20 | +215,527 | 60.78% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 489,073 | 22,174 | 0.43% | 0.48% | 21 | -50,540 | -9.37% | Q1 2026 | Apr 14, 2026 |
| Foster Group, Inc. | History | Added to | 476,439 | 21,601 | 0.64% | 0.65% | 22 | +5,546 | 1.18% | Q1 2026 | Apr 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 472,267 | 21,412 | 0.0% | 0.0% | 23 | +313,104 | 196.72% | Q1 2026 | May 13, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 439,995 | 19,949 | 2.59% | 2.37% | 24 | -1,936 | -0.44% | Q1 2026 | Apr 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 427,032 | 19,361 | 0.03% | 0.03% | 25 | -37,253 | -8.02% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 419,191 | 19,006 | 0.02% | 0.02% | 26 | +53,063 | 14.49% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Reduced | 416,214 | 18,871 | 0.52% | 0.6% | 27 | -18,474 | -4.25% | Q1 2026 | May 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 355,428 | 16,115 | 0.23% | 0.36% | 28 | -125,871 | -26.15% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 353,790 | 16,040 | 0.07% | 0.07% | 29 | -17,743 | -4.78% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 319,649 | 14,492 | 0.3% | 0.24% | 30 | +73,192 | 29.7% | Q1 2026 | Apr 27, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 286,177 | 12,975 | 0.11% | 0.09% | 31 | +84,580 | 41.95% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 285,800 | 12,958 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 267,577 | 12,131 | 0.18% | 0.19% | 33 | -10,682 | -3.84% | Q1 2026 | Apr 09, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 233,289 | 10,577 | 0.0% | 0.0% | 34 | -149,108 | -38.99% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 223,497 | 10,133 | 0.03% | 0.02% | 35 | +48,226 | 27.52% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Reduced | 209,482 | 9,497 | 0.01% | 0.01% | 36 | -42,705 | -16.93% | Q1 2026 | May 05, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 183,337 | 8,312 | 0.83% | 0.82% | 37 | +1,616 | 0.89% | Q1 2026 | Apr 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 182,178 | 8,259 | 0.26% | 0.35% | 38 | -28,271 | -13.43% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 180,934 | 8,203 | 0.01% | 0.01% | 39 | -1,426 | -0.78% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 177,279 | 8,037 | 0.02% | 0.03% | 40 | -56,989 | -24.33% | Q1 2026 | May 04, 2026 |
| Keebeck Wealth Management | History | Added to | 168,742 | 7,650 | 0.86% | 0.4% | 41 | +93,463 | 124.16% | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 163,072 | 7,393 | 0.12% | 0.12% | 42 | -426 | -0.26% | Q1 2026 | May 05, 2026 |
| McAdam, LLC | History | Added to | 155,926 | 7,069 | 0.32% | 0.32% | 43 | +792 | 0.51% | Q1 2026 | May 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 154,341 | 6,997 | 0.39% | 0.4% | 44 | -1,003 | -0.65% | Q1 2026 | Apr 20, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 149,975 | 6,840 | 0.93% | 1.46% | 45 | -16,402 | -9.86% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 150,320 | 6,815 | 0.0% | 0.0% | 46 | +460 | 0.31% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 149,202 | 6,761 | 0.01% | 0.01% | 47 | -63,727 | -29.93% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 145,693 | 6,609 | 0.03% | 0.03% | 48 | +3,801 | 2.68% | Q1 2026 | May 15, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 137,583 | 6,238 | 1.2% | 1.17% | 49 | +2,570 | 1.9% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 137,302 | 6,225 | 0.01% | 0.01% | 50 | -14,312 | -9.44% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 130,947 | 5,937 | 0.04% | 0.01% | 51 | +98,821 | 307.6% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 121,230 | 5,496 | 0.05% | 0.06% | 52 | -4,971 | -3.94% | Q1 2026 | Apr 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 120,770 | 5,475 | 0.04% | 0.04% | 53 | +913 | 0.76% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 117,857 | 5,343 | 0.03% | 0.03% | 54 | +5,645 | 5.03% | Q1 2026 | May 05, 2026 |
| Savvy Advisors, Inc. | History | Added to | 113,974 | 5,167 | 0.14% | 0.1% | 55 | +47,048 | 70.3% | Q1 2026 | May 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 113,128 | 5,129 | 0.06% | 0.08% | 56 | -50,732 | -30.96% | Q1 2026 | May 05, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 113,121 | 5,128 | 1.15% | 1.14% | 57 | +4,493 | 4.14% | Q1 2026 | Apr 02, 2026 |
| Advisors Preferred, LLC | History | New | 110,894 | 5,027 | 0.74% | — | 58 | +110,894 | New | Q1 2026 | May 05, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 107,845 | 4,889 | 1.85% | 1.76% | 59 | +2,348 | 2.23% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 104,085 | 4,757 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 98,475 | 4,464 | 0.08% | 0.08% | 61 | +9,748 | 10.99% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 98,176 | 4,451 | 0.0% | 0.0% | 62 | +10,751 | 12.3% | Q1 2026 | May 15, 2026 |
| Capital Investment Management, Inc. | History | Added to | 91,563 | 4,151 | 1.43% | 1.32% | 63 | +8,740 | 10.55% | Q1 2026 | Apr 22, 2026 |
| FIFTH THIRD BANCORP | History | New | 88,593 | 4,016 | 0.01% | — | 64 | +88,593 | New | Q1 2026 | May 01, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 87,766 | 3,979 | 0.5% | 0.72% | 65 | +5,047 | 6.1% | Q1 2026 | May 18, 2026 |
| Versant Capital Management, Inc | History | Added to | 87,149 | 3,951 | 0.39% | 0.5% | 66 | +523 | 0.6% | Q1 2026 | Apr 06, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 86,074 | 3,934 | 1.18% | 1.18% | 67 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 76,493 | 3,468 | 0.02% | 0.01% | 68 | +12,218 | 19.01% | Q1 2026 | Apr 24, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 75,094 | 3,404 | 0.39% | 0.38% | 69 | +3,715 | 5.2% | Q1 2026 | Apr 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 74,551 | 3,380 | 0.02% | 0.03% | 70 | -9,645 | -11.46% | Q1 2026 | May 15, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 74,097 | 3,359 | 0.88% | 1.07% | 71 | -15,616 | -17.41% | Q1 2026 | Apr 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 72,388 | 3,283 | 0.01% | 0.01% | 72 | -29,481 | -28.94% | Q1 2026 | Apr 08, 2026 |
| Invst, LLC | History | Reduced | 72,416 | 3,283 | 0.37% | 0.48% | 73 | -23,612 | -24.59% | Q1 2026 | May 13, 2026 |
| Towercrest Capital Management | History | Reduced | 69,179 | 3,136 | 0.49% | 0.52% | 74 | -2,591 | -3.61% | Q1 2026 | May 01, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 69,048 | 3,130 | 0.04% | 0.04% | 75 | +5,285 | 8.29% | Q1 2026 | Apr 30, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 68,871 | 3,122 | 2.08% | 1.34% | 76 | +24,905 | 56.65% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 68,448 | 3,104 | 0.0% | 0.0% | 77 | -201,704 | -74.66% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | New | 68,007 | 3,083 | 0.04% | — | 78 | +68,007 | New | Q1 2026 | May 12, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 67,845 | 3,076 | 0.76% | 0.91% | 79 | -20,004 | -22.77% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 65,889 | 2,987 | 0.01% | 0.01% | 80 | -8,052 | -10.89% | Q1 2026 | May 14, 2026 |
| Evensky & Katz LLC | History | Added to | 62,591 | 2,838 | 0.16% | 0.16% | 81 | +2,131 | 3.52% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 57,829 | 2,622 | 0.04% | 0.05% | 82 | +4,268 | 7.97% | Q1 2026 | May 15, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 57,217 | 2,594 | 0.11% | 0.11% | 83 | -1,000 | -1.72% | Q1 2026 | Apr 29, 2026 |
| Alliance Wealth Management Group | History | Reduced | 54,281 | 2,461 | 0.54% | 0.57% | 84 | -2,394 | -4.22% | Q1 2026 | Apr 29, 2026 |
| Johnson Financial Group, LLC | History | Added to | 50,560 | 2,292 | 0.15% | 0.13% | 85 | +3,808 | 8.15% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 48,237 | 2,187 | 0.11% | 0.11% | 86 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Advisor OS, LLC | History | Added to | 46,824 | 2,122 | 0.15% | 0.16% | 87 | +4,413 | 10.41% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 46,720 | 2,118 | 0.02% | 0.01% | 88 | +28,741 | 159.86% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 45,392 | 2,074 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 44,409 | 2,009 | 0.01% | 0.01% | 90 | +3,700 | 9.09% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 44,132 | 2,001 | 0.06% | 0.12% | 91 | -43,675 | -49.74% | Q1 2026 | Apr 06, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 43,430 | 1,987 | 0.14% | 0.15% | 92 | -260 | -0.6% | Q1 2026 | Apr 29, 2026 |
| EFG International AG | History | Added to | 42,445 | 1,924 | 0.04% | 0.04% | 93 | +29 | 0.07% | Q1 2026 | May 15, 2026 |
| Balentine LLC | History | Reduced | 38,989 | 1,767 | 0.07% | 0.36% | 94 | -171,272 | -81.46% | Q1 2026 | Apr 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 37,782 | 1,703 | 0.0% | 0.0% | 95 | +5,564 | 17.27% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | Reduced | 36,222 | 1,641 | 0.18% | 0.33% | 96 | -28,532 | -44.06% | Q1 2026 | May 01, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 35,947 | 1,629 | 0.68% | 0.73% | 97 | -2,073 | -5.45% | Q1 2026 | Apr 23, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Reduced | 33,959 | 1,539 | 0.22% | 0.22% | 98 | -602 | -1.74% | Q1 2026 | Apr 08, 2026 |
| SWS Partners | History | Reduced | 33,576 | 1,522 | 0.38% | 0.38% | 99 | -308,544 | -90.19% | Q1 2026 | Apr 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 32,803 | 1,487 | 0.01% | 0.01% | 100 | +1,895 | 6.13% | Q1 2026 | May 13, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 31,802 | 1,460 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 32,021 | 1,450 | 0.01% | 0.0% | 102 | +24,557 | 329.01% | Q1 2026 | Apr 07, 2026 |
| Gradient Investments LLC | History | Reduced | 31,392 | 1,423 | 0.02% | 0.03% | 103 | -16,069 | -33.86% | Q1 2026 | Apr 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 30,999 | 1,416 | 0.07% | 0.07% | 104 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NICOLET BANKSHARES INC | History | New | 30,911 | 1,400 | 0.05% | — | 105 | +30,911 | New | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 30,815 | 1,397 | 0.0% | 0.0% | 106 | +1,894 | 6.55% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 29,100 | 1,319 | 0.0% | 0.0% | 107 | +12,666 | 77.07% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 28,851 | 1,308 | 0.01% | 0.01% | 108 | -13,850 | -32.43% | Q1 2026 | Apr 29, 2026 |
| Eagle Strategies LLC | History | Added to | 28,637 | 1,298 | 0.16% | 0.16% | 109 | +511 | 1.82% | Q1 2026 | Apr 20, 2026 |
| SEI INVESTMENTS CO | History | Added to | 28,574 | 1,295 | 0.0% | 0.0% | 110 | +14,943 | 109.63% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 28,332 | 1,295 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Added to | 27,819 | 1,261 | 0.0% | 0.0% | 112 | +452 | 1.65% | Q1 2026 | May 11, 2026 |
| NOVUS ADVISORS, LLC | History | No change | 27,622 | 1,252 | 2.8% | 2.82% | 113 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Olde Wealth Management, LLC | History | Added to | 26,309 | 1,192 | 0.38% | 0.35% | 114 | +1,580 | 6.39% | Q1 2026 | May 12, 2026 |
| WBH ADVISORY INC | History | Reduced | 25,877 | 1,172 | 0.09% | 0.09% | 115 | -6 | -0.02% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | New | 25,652 | 1,163 | 0.01% | — | 116 | +25,652 | New | Q1 2026 | May 12, 2026 |
| Fiduciary Alliance LLC | History | New | 25,223 | 1,149 | 0.07% | — | 117 | +25,223 | New | Q1 2026 | Apr 20, 2026 |
| Idaho Trust Co | History | Added to | 24,310 | 1,102 | 0.36% | 0.36% | 118 | +829 | 3.53% | Q1 2026 | May 08, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 24,302 | 1,101 | 0.33% | 0.33% | 119 | +833 | 3.55% | Q1 2026 | Apr 29, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 23,445 | 1,063 | 0.07% | 0.07% | 120 | +2 | 0.01% | Q1 2026 | Apr 17, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 23,169 | 1,050 | 0.51% | 0.5% | 121 | -566 | -2.38% | Q1 2026 | Apr 08, 2026 |
| CUMBERLAND ADVISORS INC | History | Reduced | 23,100 | 1,047 | 0.41% | 0.43% | 122 | -1,490 | -6.06% | Q1 2026 | Apr 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 22,850 | 1,036 | 0.0% | 0.0% | 123 | -43,539 | -65.58% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Reduced | 22,593 | 1,024 | 0.02% | 0.02% | 124 | -1,196 | -5.03% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 22,544 | 1,022 | 0.0% | 0.0% | 125 | +4,445 | 24.56% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 22,064 | 1,000 | 0.02% | 0.02% | 126 | +53 | 0.24% | Q1 2026 | Apr 13, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Added to | 21,687 | 983 | 0.25% | 0.19% | 127 | +5,273 | 32.13% | Q1 2026 | May 07, 2026 |
| Arkadios Wealth Advisors | History | Added to | 20,918 | 948 | 0.02% | 0.01% | 128 | +13,917 | 198.79% | Q1 2026 | May 18, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 20,623 | 935 | 0.11% | 0.11% | 129 | +35 | 0.17% | Q1 2026 | Apr 23, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 20,313 | 920 | 0.06% | 0.07% | 130 | +653 | 3.32% | Q1 2026 | Apr 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 20,225 | 917 | 0.0% | 0.01% | 131 | -83,280 | -80.46% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 20,100 | 911 | 0.0% | — | 132 | +20,100 | New | Q1 2026 | May 14, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 19,453 | 881 | 0.55% | — | 133 | +19,453 | New | Q1 2026 | Apr 14, 2026 |
| GAMMA Investing LLC | History | Added to | 19,393 | 879 | 0.04% | 0.02% | 134 | +9,220 | 90.63% | Q1 2026 | Apr 06, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 19,134 | 867 | 0.24% | 0.21% | 135 | +2,855 | 17.54% | Q1 2026 | Apr 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 18,876 | 855 | 0.01% | 0.01% | 136 | +11,588 | 159.0% | Q1 2026 | May 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 18,734 | 849 | 0.01% | — | 137 | +18,734 | New | Q1 2026 | May 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 18,464 | 837 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 18,425 | 835 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 18,106 | 820 | 0.01% | 0.0% | 140 | +14,936 | 471.17% | Q1 2026 | May 11, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 17,993 | 815 | 0.2% | 0.29% | 141 | +10,963 | 155.95% | Q1 2026 | May 12, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 17,905 | 811 | 0.25% | 0.25% | 142 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 17,675 | 801 | 0.03% | 0.01% | 143 | +11,356 | 179.71% | Q1 2026 | May 15, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 17,645 | 800 | 0.36% | 0.37% | 144 | -25 | -0.14% | Q1 2026 | Apr 27, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 17,067 | 773 | 0.04% | 0.04% | 145 | -61 | -0.36% | Q1 2026 | Apr 17, 2026 |
| Meadowbrook Advisors Group, LLC | History | No change | 16,996 | 770 | 0.46% | 0.44% | 146 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 16,858 | 764 | 0.31% | 0.3% | 147 | +540 | 3.31% | Q1 2026 | Apr 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 16,739 | 759 | 0.24% | 0.24% | 148 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 16,532 | 749 | 0.03% | 0.04% | 149 | -2,154 | -11.53% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 16,001 | 725 | 0.0% | 0.0% | 150 | -8,795 | -35.47% | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Reduced | 15,927 | 722 | 0.0% | 0.0% | 151 | -696 | -4.19% | Q1 2026 | May 13, 2026 |
| Ascent Group, LLC | History | Added to | 15,862 | 719 | 0.02% | 0.02% | 152 | +3,681 | 30.22% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 15,548 | 704 | 0.0% | 0.0% | 153 | +8,193 | 111.39% | Q1 2026 | May 14, 2026 |
| Stokes Family Office, LLC | History | Reduced | 15,479 | 701 | 0.07% | 0.07% | 154 | -300 | -1.9% | Q1 2026 | May 11, 2026 |
| Fairway Wealth LLC | History | No change | 15,471 | 701 | 0.18% | 0.19% | 155 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 15,437 | 699 | 0.04% | 0.05% | 156 | -1,989 | -11.41% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 15,325 | 694 | 0.0% | 0.0% | 157 | -4,452 | -22.51% | Q1 2026 | Apr 30, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 14,235 | 645 | 0.3% | 0.31% | 158 | -250 | -1.73% | Q1 2026 | Apr 15, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 14,215 | 644 | 0.19% | 0.2% | 159 | -16 | -0.11% | Q1 2026 | Apr 20, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 14,095 | 639 | 0.4% | 0.21% | 160 | +6,890 | 95.63% | Q1 2026 | Apr 07, 2026 |
| Compound Planning, Inc. | History | Added to | 13,888 | 629 | 0.02% | 0.01% | 161 | +6,307 | 83.19% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 13,408 | 607 | 0.02% | 0.02% | 162 | -430 | -3.11% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 13,255 | 600 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 12,998 | 589 | 0.0% | 0.0% | 164 | -1,645 | -11.23% | Q1 2026 | May 08, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 12,707 | 576 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 12,637 | 572 | 0.03% | 0.03% | 166 | -166 | -1.3% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 12,598 | 571 | 0.0% | — | 167 | +12,598 | New | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 12,533 | 568 | 0.02% | — | 168 | +12,533 | New | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 11,845 | 537 | 0.01% | 0.0% | 169 | +1,300 | 12.33% | Q1 2026 | May 08, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 11,750 | 532 | 0.25% | 0.23% | 170 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | New | 11,605 | 526 | 0.01% | — | 171 | +11,605 | New | Q1 2026 | May 04, 2026 |
| Edge Financial Advisors LLC | History | No change | 11,403 | 521 | 0.22% | 0.22% | 172 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 11,371 | 515 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DORVAL Corp | History | Reduced | 11,342 | 514 | 0.16% | 0.18% | 174 | -906 | -7.4% | Q1 2026 | Apr 22, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 11,232 | 513 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 11,312 | 512 | 0.0% | 0.0% | 176 | +740 | 7.0% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 11,068 | 501 | 0.02% | 0.02% | 177 | +69 | 0.63% | Q1 2026 | May 12, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 11,007 | 499 | 0.04% | 0.04% | 178 | -73 | -0.66% | Q1 2026 | May 05, 2026 |
| Uniting Wealth Partners, LLC | History | New | 10,950 | 496 | 0.11% | — | 180 | +10,950 | New | Q1 2026 | Apr 22, 2026 |
| Brucke Financial, Inc. | History | Reduced | 10,955 | 496 | 0.25% | 0.28% | 179 | -362 | -3.2% | Q1 2026 | Apr 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 10,444 | 473 | 0.03% | 0.04% | 181 | -1,665 | -13.75% | Q1 2026 | May 12, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 10,269 | 467 | 0.01% | 0.22% | 182 | -193,122 | -94.95% | Q1 2026 | May 11, 2026 |
| M1 Capital Management LLC | History | Added to | 10,009 | 453 | 0.21% | 0.15% | 184 | +2,396 | 31.47% | Q1 2026 | May 08, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 10,012 | 453 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 9,634 | 436 | 0.19% | — | 185 | +9,634 | New | Q1 2026 | May 05, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 9,403 | 426 | 0.01% | 0.01% | 186 | -2,014 | -17.64% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 9,365 | 424 | 0.04% | 0.04% | 187 | -219 | -2.29% | Q1 2026 | Apr 30, 2026 |
| PFW Advisors LLC | History | Added to | 9,268 | 420 | 0.13% | 0.11% | 188 | +951 | 11.43% | Q1 2026 | Apr 10, 2026 |
| Stablepoint Partners, LLC | History | Added to | 9,268 | 420 | 0.06% | 0.06% | 189 | +651 | 7.55% | Q1 2026 | Apr 30, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 9,027 | 409 | 0.03% | 0.04% | 190 | -1,944 | -17.72% | Q1 2026 | Apr 08, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 8,896 | 403 | 0.08% | 0.09% | 191 | +282 | 3.27% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | No change | 8,863 | 401 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Collaborative Wealth Managment Inc. | History | New | 8,762 | 397 | 0.18% | — | 193 | +8,762 | New | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Added to | 8,743 | 396 | 0.02% | 0.02% | 194 | +757 | 9.48% | Q1 2026 | Apr 30, 2026 |
| Hexagon Capital Partners LLC | History | New | 8,525 | 386 | 0.06% | — | 195 | +8,525 | New | Q1 2026 | May 04, 2026 |
| Friedenthal Financial | History | Reduced | 8,442 | 382 | 0.19% | 0.24% | 196 | -1,624 | -16.13% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,357 | 378 | 0.0% | 0.0% | 197 | +39 | 0.47% | Q1 2026 | Apr 20, 2026 |
| Omega Financial Group, LLC | History | Reduced | 8,291 | 375 | 0.12% | 0.13% | 198 | -330 | -3.83% | Q1 2026 | May 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 8,223 | 372 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| One Day In July LLC | History | New | 8,174 | 370 | 0.03% | — | 200 | +8,174 | New | Q1 2026 | May 05, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 8,065 | 365 | 0.13% | 0.19% | 201 | -3,650 | -31.16% | Q1 2026 | May 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 8,007 | 364 | 0.02% | 0.02% | 202 | -27 | -0.34% | Q1 2026 | Apr 17, 2026 |
| Tanager Wealth Management LLP | History | New | 8,022 | 363 | 0.04% | — | 203 | +8,022 | New | Q1 2026 | Apr 20, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 7,995 | 362 | 0.13% | 0.11% | 204 | +1,530 | 23.67% | Q1 2026 | May 13, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 7,946 | 361 | 0.02% | 0.02% | 205 | +3 | 0.04% | Q1 2026 | May 12, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 7,871 | 358 | 0.05% | 0.04% | 206 | +603 | 8.3% | Q1 2026 | Apr 20, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 7,876 | 357 | 0.05% | 0.04% | 207 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Reduced | 7,812 | 347 | 0.0% | 0.0% | 208 | -1,008 | -11.43% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 7,636 | 346 | 0.0% | 0.01% | 209 | -2,591 | -25.33% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | New | 7,630 | 344 | 0.0% | — | 210 | +7,630 | New | Q1 2026 | May 15, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 7,531 | 341 | 0.11% | 0.12% | 211 | -359 | -4.55% | Q1 2026 | Apr 14, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 7,382 | 334 | 0.07% | 0.08% | 212 | -143 | -1.9% | Q1 2026 | May 05, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 7,267 | 329 | 0.04% | 0.07% | 213 | -6,091 | -45.6% | Q1 2026 | Apr 21, 2026 |
| RFG Advisory, LLC | History | New | 6,961 | 315 | 0.01% | — | 214 | +6,961 | New | Q1 2026 | Apr 17, 2026 |
| SigFig Wealth Management, LLC | History | New | 6,918 | 313 | 0.01% | — | 215 | +6,918 | New | Q1 2026 | Apr 14, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 6,850 | 310 | 0.07% | 0.24% | 216 | -15,843 | -69.81% | Q1 2026 | May 11, 2026 |
| GLR Partners, LLC | History | New | 6,825 | 309 | 0.17% | — | 218 | +6,825 | New | Q1 2026 | May 13, 2026 |
| Crews Bank & Trust | History | No change | 6,830 | 309 | 0.04% | 0.04% | 217 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 6,780 | 307 | 0.0% | 0.0% | 219 | +1,092 | 19.2% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | New | 6,731 | 305 | 0.0% | — | 220 | +6,731 | New | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 6,643 | 301 | 0.01% | 0.01% | 221 | -815 | -10.93% | Q1 2026 | May 18, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 6,636 | 300 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,591 | 298 | 0.01% | 0.01% | 223 | -49 | -0.74% | Q1 2026 | Apr 20, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,473 | 293 | 0.0% | — | 224 | +6,473 | New | Q1 2026 | May 12, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 6,327 | 289 | 0.08% | 0.09% | 225 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,321 | 286 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 6,271 | 284 | 0.0% | — | 227 | +6,271 | New | Q1 2026 | May 01, 2026 |
| BCGM Wealth Management, LLC | History | New | 6,163 | 279 | 0.07% | — | 228 | +6,163 | New | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,137 | 278 | 0.01% | 0.0% | 229 | +255 | 4.34% | Q1 2026 | Apr 10, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 6,075 | 275 | 0.08% | 0.07% | 230 | +861 | 16.51% | Q1 2026 | Apr 23, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 5,846 | 265 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 5,750 | 260 | 0.07% | 0.07% | 232 | +200 | 3.6% | Q1 2026 | Apr 30, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 5,623 | 254 | 0.14% | — | 233 | +5,623 | New | Q1 2026 | May 11, 2026 |
| ACT Advisors, LLC. | History | Reduced | 5,517 | 250 | 0.11% | 3.36% | 235 | -180,824 | -97.04% | Q1 2026 | Apr 14, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 5,532 | 250 | 0.16% | 0.16% | 234 | -35 | -0.63% | Q1 2026 | Apr 15, 2026 |
| WealthTrust Axiom LLC | History | No change | 5,500 | 249 | 0.06% | 0.06% | 236 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Citizens National Bank Trust Department | History | No change | 5,500 | 249 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 5,454 | 248 | 0.0% | — | 238 | +5,454 | New | Q1 2026 | May 01, 2026 |
| Brooklyn FI, LLC | History | No change | 5,463 | 247 | 0.05% | 0.05% | 239 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rare Wolf Capital LLC | History | No change | 5,467 | 247 | 0.16% | 0.16% | 240 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kagan Cocozza Asset Management | History | No change | 5,421 | 245 | 0.17% | 0.18% | 241 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 5,341 | 242 | 0.01% | — | 242 | +5,341 | New | Q1 2026 | Apr 27, 2026 |
| PFG Advisors | History | Added to | 5,238 | 237 | 0.01% | 0.01% | 243 | +29 | 0.56% | Q1 2026 | May 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 5,022 | 227 | 0.0% | — | 245 | +5,022 | New | Q1 2026 | May 01, 2026 |
| CRA Financial Services, LLC | History | Reduced | 5,021 | 227 | 0.03% | 0.03% | 244 | -224 | -4.27% | Q1 2026 | Apr 09, 2026 |
| Inscription Capital, LLC | History | No change | 5,000 | 226 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MAI Capital Management | History | Added to | 4,762 | 215 | 0.0% | 0.0% | 247 | +4,216 | 772.16% | Q1 2026 | May 15, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 4,750 | 215 | 0.14% | 0.15% | 248 | -640 | -11.87% | Q1 2026 | Apr 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,728 | 214 | 0.0% | 0.0% | 249 | +103 | 2.23% | Q1 2026 | Apr 30, 2026 |
| Ridgeline Wealth, LLC | History | No change | 4,729 | 214 | 0.15% | 0.15% | 250 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Arista Wealth Management, LLC | History | No change | 4,662 | 211 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Taylor Hoffman Capital Management LLC | History | No change | 4,656 | 211 | 0.07% | 0.06% | 252 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 4,634 | 210 | 0.14% | 0.15% | 253 | -175 | -3.64% | Q1 2026 | May 04, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 4,621 | 209 | 0.01% | 0.02% | 254 | -988 | -17.61% | Q1 2026 | Apr 29, 2026 |
| Exchange Bank | History | No change | 4,622 | 209 | 0.14% | 0.15% | 255 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Composition Wealth, LLC | History | Reduced | 4,464 | 202 | 0.0% | 0.01% | 256 | -6,307 | -58.56% | Q1 2026 | Apr 08, 2026 |
| Wealthfront Advisers LLC | History | New | 4,438 | 201 | 0.0% | — | 258 | +4,438 | New | Q1 2026 | May 05, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 4,426 | 201 | 0.02% | 0.01% | 257 | +2,953 | 200.48% | Q1 2026 | Apr 16, 2026 |
| Oakwell Private Wealth Management, LLC | History | Reduced | 4,420 | 200 | 0.04% | 0.04% | 259 | -30 | -0.67% | Q1 2026 | May 01, 2026 |
| Signature Equity Partners, LLC | History | Added to | 4,061 | 184 | 0.1% | 0.02% | 260 | +3,221 | 383.45% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,883 | 176 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 3,804 | 172 | 0.0% | 0.0% | 262 | -400 | -9.51% | Q1 2026 | May 08, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 3,587 | 162 | 0.13% | 0.12% | 263 | +367 | 11.4% | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | No change | 3,500 | 158 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 3,354 | 152 | 0.02% | 0.0% | 265 | +2,856 | 573.49% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | New | 3,270 | 148 | 0.0% | — | 266 | +3,270 | New | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,095 | 141 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 3,000 | 136 | 0.0% | 0.0% | 268 | +237 | 8.58% | Q1 2026 | May 13, 2026 |
| Bank of New Hampshire | History | No change | 3,000 | 136 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,914 | 132 | 0.01% | 0.01% | 270 | -5 | -0.17% | Q1 2026 | Apr 24, 2026 |
| GeoWealth Management, LLC | History | Reduced | 2,891 | 131 | 0.0% | 0.01% | 271 | -592 | -17.0% | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 2,600 | 117 | 0.0% | 0.0% | 272 | -3,429 | -56.88% | Q1 2026 | May 14, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 2,466 | 111 | 0.07% | 0.14% | 273 | -6,933 | -73.76% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,396 | 108 | 0.0% | 0.0% | 274 | -1,181 | -33.02% | Q1 2026 | May 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 2,299 | 104 | 0.04% | 0.04% | 275 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | New | 2,080 | 94 | 0.0% | — | 276 | +2,080 | New | Q1 2026 | May 19, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 2,049 | 92 | 0.06% | 0.06% | 277 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Park Place Capital Corp | History | Reduced | 2,005 | 90 | 0.02% | 0.02% | 278 | -251 | -11.13% | Q1 2026 | Apr 09, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,978 | 89 | 0.0% | 0.0% | 279 | -109 | -5.22% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,688 | 76 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,675 | 76 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 1,633 | 74 | 0.0% | 0.0% | 282 | -2,160 | -56.95% | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | No change | 1,497 | 67 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MCF Advisors LLC | History | New | 1,447 | 65 | 0.0% | — | 284 | +1,447 | New | Q1 2026 | May 11, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,148 | 52 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,100 | 49 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Breakwater Investment Management | History | No change | 1,069 | 48 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 1,010 | 45 | 0.01% | — | 288 | +1,010 | New | Q1 2026 | Apr 09, 2026 |
| UMB Bank, n.a. | History | New | 986 | 44 | 0.0% | — | 289 | +986 | New | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, LLC | History | New | 929 | 42 | 0.01% | — | 290 | +929 | New | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 840 | 38 | 0.0% | 0.0% | 291 | +151 | 21.92% | Q1 2026 | May 05, 2026 |
| Parkside Financial Bank & Trust | History | No change | 812 | 36 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 793 | 35 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Salomon & Ludwin, LLC | History | No change | 791 | 35 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BALLAST ADVISORS LLC | History | No change | 647 | 29 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Coston, McIsaac & Partners | History | No change | 609 | 27 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 552 | 25 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 554 | 25 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Caitlin John, LLC | History | No change | 500 | 22 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | No change | 376 | 17 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | May 07, 2026 |