FIRST TRUST EXCHANGE-TRADED FUND VIII - UCON
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 12,475,047 | 309,006 | 0.08% | 0.08% | 1 | +315,002 | 2.59% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 8,958,341 | 221,898 | 0.01% | 0.01% | 2 | +621,776 | 7.46% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,072,533 | 150,416 | 0.03% | 0.03% | 3 | -158,017 | -2.54% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,337,705 | 132,240 | 0.03% | 0.03% | 4 | +505,175 | 10.45% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,120,885 | 102,074 | 1.58% | 1.82% | 5 | +559,257 | 15.7% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,003,535 | 99,168 | 0.02% | 0.02% | 6 | +203,447 | 5.35% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,833,580 | 94,957 | 0.01% | 0.01% | 7 | -122,035 | -3.09% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,830,912 | 70,121 | 0.02% | 0.02% | 8 | +193,033 | 7.32% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,456,178 | 60,839 | 0.02% | 0.01% | 9 | +522,420 | 27.02% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,436,336 | 60,348 | 0.06% | 0.07% | 10 | +16,180 | 0.67% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,907,244 | 47,242 | 0.06% | 0.06% | 11 | +213,553 | 12.61% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,891,127 | 46,845 | 0.07% | 0.07% | 12 | -138,917 | -6.84% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,633,782 | 40,468 | 0.04% | 0.04% | 13 | +54,681 | 3.46% | Q1 2026 | May 12, 2026 |
| Csenge Advisory Group | History | Added to | 1,490,172 | 36,911 | 1.69% | 1.66% | 14 | +31,664 | 2.17% | Q1 2026 | Apr 30, 2026 |
| Trilogy Capital Inc. | History | Added to | 1,480,371 | 36,668 | 1.62% | 1.54% | 15 | +111,725 | 8.16% | Q1 2026 | Apr 21, 2026 |
| Cetera Investment Advisers | History | Added to | 1,436,630 | 35,585 | 0.04% | 0.04% | 16 | +88,522 | 6.57% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,383,455 | 34,268 | 0.27% | 0.23% | 17 | +80,585 | 6.19% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,118,598 | 27,707 | 0.04% | 0.04% | 18 | -125,781 | -10.11% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 1,062,860 | 26,327 | 0.43% | 0.02% | 19 | +1,029,981 | 3132.64% | Q1 2026 | May 18, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 1,033,196 | 25,592 | 5.17% | 5.96% | 20 | -80,808 | -7.25% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Wealth | History | Added to | 1,002,574 | 24,833 | 0.03% | 0.03% | 21 | +44,987 | 4.7% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 997,473 | 24,707 | 0.06% | 0.05% | 22 | +174,910 | 21.26% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 898,608 | 22,258 | 0.18% | 0.08% | 23 | +625,557 | 229.1% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 892,567 | 22,108 | 0.46% | 0.49% | 24 | +32,263 | 3.75% | Q1 2026 | Apr 13, 2026 |
| Bensler, LLC | History | Added to | 845,423 | 20,941 | 2.16% | 1.8% | 25 | +129,311 | 18.06% | Q1 2026 | May 01, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 839,917 | 20,804 | 1.09% | 1.05% | 26 | +66,244 | 8.56% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 813,598 | 20,152 | 1.47% | 1.34% | 27 | +58,375 | 7.73% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 802,977 | 19,889 | 0.25% | 0.22% | 28 | +87,767 | 12.27% | Q1 2026 | Apr 20, 2026 |
| EdgeRock Capital LLC | History | Added to | 790,536 | 19,581 | 5.3% | 4.57% | 29 | +108,661 | 15.94% | Q1 2026 | Apr 16, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 785,166 | 19,448 | 0.22% | 0.2% | 30 | +97,034 | 14.1% | Q1 2026 | Apr 28, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 774,486 | 19,183 | 0.92% | 0.98% | 31 | -21,504 | -2.7% | Q1 2026 | Apr 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 770,412 | 19,083 | 0.6% | 0.61% | 32 | +11,759 | 1.55% | Q1 2026 | Apr 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 767,191 | 19,003 | 0.05% | 0.05% | 33 | -69,012 | -8.25% | Q1 2026 | May 04, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 765,621 | 18,964 | 3.0% | 2.95% | 34 | +55,846 | 7.87% | Q1 2026 | May 07, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 740,026 | 18,330 | 2.42% | 2.34% | 35 | +71,685 | 10.73% | Q1 2026 | Apr 28, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 690,142 | 17,094 | 0.67% | 0.87% | 36 | +379,005 | 121.81% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Reduced | 661,363 | 16,381 | 0.72% | 0.77% | 37 | -14,265 | -2.11% | Q1 2026 | May 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 637,190 | 15,783 | 1.06% | 1.31% | 38 | +64,489 | 11.26% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 635,772 | 15,748 | 0.37% | 0.27% | 39 | +195,297 | 44.34% | Q1 2026 | May 04, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 626,701 | 15,523 | 1.36% | — | 40 | +626,701 | New | Q1 2026 | May 06, 2026 |
| Arch Global Advisors, LLC | History | New | 624,974 | 15,480 | 8.08% | — | 41 | +624,974 | New | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 606,067 | 14,933 | 0.0% | 0.0% | 42 | -510,727 | -45.73% | Q1 2026 | May 13, 2026 |
| Navalign, LLC | History | Added to | 598,694 | 14,829 | 3.74% | 3.58% | 43 | +18,655 | 3.22% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 577,807 | 14,543 | 0.09% | 0.08% | 44 | +87,109 | 17.75% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 580,959 | 14,314 | 0.52% | 0.46% | 45 | +101,196 | 21.09% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 571,147 | 14,147 | 1.08% | 1.25% | 46 | -81,588 | -12.5% | Q1 2026 | Apr 08, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 567,904 | 14,066 | 6.46% | 2.01% | 47 | +341,030 | 150.32% | Q1 2026 | May 05, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 567,078 | 14,046 | 4.48% | 4.45% | 48 | +3,579 | 0.64% | Q1 2026 | Apr 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 526,308 | 13,036 | 0.06% | 0.06% | 49 | +4,252 | 0.81% | Q1 2026 | Apr 24, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 510,491 | 12,741 | 0.28% | 0.3% | 50 | +20,574 | 4.2% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 506,120 | 12,536 | 0.05% | 0.06% | 51 | -56,370 | -10.02% | Q1 2026 | Apr 30, 2026 |
| Holistic Financial Partners | History | Added to | 504,537 | 12,497 | 4.65% | 4.31% | 52 | +31,882 | 6.75% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 500,134 | 12,388 | 0.03% | 0.04% | 53 | -157,579 | -23.96% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 498,878 | 12,356 | 0.02% | 0.02% | 54 | +124,902 | 33.4% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 497,973 | 12,334 | 0.03% | 0.02% | 55 | +132,621 | 36.3% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 497,721 | 12,328 | 0.45% | 0.5% | 56 | +63,137 | 14.53% | Q1 2026 | May 19, 2026 |
| Mariner, LLC | History | Added to | 478,721 | 11,857 | 0.01% | 0.01% | 57 | +8,008 | 1.7% | Q1 2026 | May 13, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 459,184 | 11,372 | 0.59% | 0.55% | 58 | +42,764 | 10.27% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 456,852 | 11,316 | 0.36% | 0.43% | 59 | -56,713 | -11.04% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 421,486 | 10,435 | 0.05% | 0.05% | 60 | +32,122 | 8.25% | Q1 2026 | May 15, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 416,747 | 10,322 | 3.22% | 2.81% | 61 | +57,202 | 15.91% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Added to | 416,350 | 10,313 | 0.01% | 0.01% | 62 | +90,847 | 27.91% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 413,641 | 10,245 | 0.16% | 0.18% | 63 | -1,037 | -0.25% | Q1 2026 | May 04, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 409,888 | 10,152 | 1.07% | 1.08% | 64 | +13,304 | 3.35% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | New | 407,614 | 10,096 | 0.0% | — | 65 | +407,614 | New | Q1 2026 | May 15, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 404,701 | 10,024 | 3.53% | 1.93% | 66 | +32,064 | 8.6% | Q1 2026 | May 13, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 398,932 | 9,881 | 2.69% | 2.56% | 67 | +18,402 | 4.84% | Q1 2026 | Apr 27, 2026 |
| Appalachian Capital Management Ltd | History | Added to | 359,962 | 8,916 | 7.14% | 7.12% | 68 | +6,598 | 1.87% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 356,647 | 8,834 | 0.3% | 0.3% | 69 | +18,368 | 5.43% | Q1 2026 | Apr 07, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 355,244 | 8,799 | 6.66% | 7.62% | 70 | -5,872 | -1.63% | Q1 2026 | Apr 13, 2026 |
| XML Financial, LLC | History | Added to | 352,834 | 8,739 | 0.71% | 0.64% | 71 | +39,601 | 12.64% | Q1 2026 | Apr 16, 2026 |
| Live Oak Investment Partners | History | Added to | 348,032 | 8,620 | 5.09% | 5.13% | 72 | +16,192 | 4.88% | Q1 2026 | Apr 29, 2026 |
| Wealth Advisory Team LLC | History | No change | 314,054 | 7,904 | 6.99% | 6.99% | 73 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Certified Advisory Corp | History | Reduced | 312,915 | 7,750 | 0.7% | 0.72% | 74 | -2,196 | -0.7% | Q1 2026 | Apr 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 306,966 | 7,603 | 0.08% | 0.08% | 75 | +3,943 | 1.3% | Q1 2026 | Apr 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 288,327 | 7,141 | 0.09% | 0.08% | 76 | +52,662 | 22.35% | Q1 2026 | Apr 23, 2026 |
| Baird Financial Group, Inc. | History | Added to | 286,856 | 7,105 | 0.01% | 0.01% | 77 | +4,437 | 1.57% | Q1 2026 | May 14, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 278,461 | 7,008 | 1.01% | 1.01% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 272,279 | 6,744 | 0.0% | — | 79 | +272,279 | New | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 263,194 | 6,519 | 1.64% | 1.77% | 80 | +22,465 | 9.33% | Q1 2026 | May 08, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 261,874 | 6,486 | 1.63% | 1.57% | 81 | +21,170 | 8.8% | Q1 2026 | Apr 09, 2026 |
| PFG Advisors | History | Reduced | 261,514 | 6,477 | 0.32% | 0.41% | 82 | -71,595 | -21.49% | Q1 2026 | May 05, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 254,748 | 6,310 | 0.68% | 0.88% | 83 | -58,975 | -18.8% | Q1 2026 | Apr 24, 2026 |
| GSG Advisors LLC | History | Added to | 251,136 | 6,220 | 1.62% | 1.63% | 84 | +562 | 0.22% | Q1 2026 | May 13, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 243,498 | 6,031 | 4.45% | 4.48% | 85 | +8,786 | 3.74% | Q1 2026 | May 05, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 241,294 | 5,976 | 5.29% | 5.4% | 86 | +2,406 | 1.01% | Q1 2026 | May 15, 2026 |
| My Portfolio Guide, LLC | History | New | 238,296 | 5,904 | 3.27% | — | 87 | +238,296 | New | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 235,120 | 5,823 | 0.64% | 0.52% | 88 | +39,847 | 20.41% | Q1 2026 | Apr 28, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 234,628 | 5,811 | 0.09% | 0.14% | 89 | -96,422 | -29.13% | Q1 2026 | Apr 22, 2026 |
| Entruity Wealth, LLC | History | Added to | 222,447 | 5,510 | 3.74% | 3.99% | 90 | +91 | 0.04% | Q1 2026 | May 08, 2026 |
| Keel Point, LLC | History | Reduced | 217,171 | 5,379 | 0.36% | 0.36% | 91 | -17,455 | -7.44% | Q1 2026 | May 29, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 213,195 | 5,280 | 1.63% | 1.07% | 92 | +68,813 | 47.66% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 209,895 | 5,199 | 0.02% | 0.02% | 93 | +18,277 | 9.54% | Q1 2026 | Jun 02, 2026 |
| Tactive Advisors, LLC | History | Added to | 206,438 | 5,113 | 1.44% | 1.25% | 94 | +36,822 | 21.71% | Q1 2026 | Apr 16, 2026 |
| Independent Advisor Alliance | History | New | 202,703 | 5,020 | 0.05% | — | 95 | +202,703 | New | Q1 2026 | May 12, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 201,665 | 4,995 | 0.41% | 0.44% | 96 | -4,934 | -2.39% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 195,765 | 4,849 | 0.05% | 0.03% | 97 | +71,873 | 58.01% | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | Added to | 192,684 | 4,772 | 0.97% | 0.04% | 98 | +185,084 | 2435.32% | Q1 2026 | May 13, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 189,694 | 4,698 | 0.54% | 0.7% | 99 | -48,882 | -20.49% | Q1 2026 | Apr 28, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 187,654 | 4,648 | 1.52% | 2.51% | 100 | -94,097 | -33.4% | Q1 2026 | May 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 184,617 | 4,572 | 1.07% | 1.11% | 101 | +2,397 | 1.32% | Q1 2026 | Apr 17, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 180,009 | 4,458 | 0.07% | — | 102 | +180,009 | New | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 168,442 | 4,172 | 0.12% | 0.12% | 103 | +5,527 | 3.39% | Q1 2026 | Apr 21, 2026 |
| Vise Technologies, Inc. | History | No change | 160,407 | 4,037 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 162,013 | 4,013 | 0.09% | 0.09% | 105 | +8,432 | 5.49% | Q1 2026 | May 11, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 160,823 | 3,983 | 2.59% | 3.28% | 106 | -29,091 | -15.32% | Q1 2026 | Apr 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 158,393 | 3,923 | 0.17% | 0.18% | 107 | +2,852 | 1.83% | Q1 2026 | Apr 28, 2026 |
| Fairway Financial, LLC | History | Added to | 150,359 | 3,724 | 2.83% | 2.67% | 108 | +10,028 | 7.15% | Q1 2026 | May 11, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 142,402 | 3,527 | 3.17% | 2.07% | 109 | +58,876 | 70.49% | Q1 2026 | May 05, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 125,343 | 3,112 | 0.34% | 0.48% | 110 | -1,760 | -1.38% | Q1 2026 | Apr 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 119,347 | 2,956 | 0.04% | 0.04% | 111 | +5,297 | 4.64% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 118,774 | 2,942 | 0.02% | 0.02% | 112 | +20,215 | 20.51% | Q1 2026 | May 05, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 115,720 | 2,876 | 1.46% | 2.23% | 113 | -43,152 | -27.16% | Q1 2026 | Apr 08, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 113,933 | 2,822 | 1.04% | 1.02% | 114 | +1,194 | 1.06% | Q1 2026 | May 08, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 113,083 | 2,801 | 0.28% | 0.44% | 115 | -61,070 | -35.07% | Q1 2026 | Apr 30, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 110,419 | 2,735 | 0.19% | 0.46% | 116 | -165,374 | -59.96% | Q1 2026 | May 05, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 106,438 | 2,636 | 1.54% | 1.51% | 117 | +2,006 | 1.92% | Q1 2026 | Apr 17, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 106,161 | 2,629 | 0.77% | 0.64% | 118 | +20,884 | 24.49% | Q1 2026 | Apr 30, 2026 |
| Sequent Planning LLC | History | Reduced | 102,503 | 2,538 | 0.61% | 0.68% | 119 | -3,657 | -3.44% | Q1 2026 | Apr 21, 2026 |
| RiverTree Advisors, LLC | History | New | 102,124 | 2,529 | 1.6% | — | 120 | +102,124 | New | Q1 2026 | Apr 20, 2026 |
| Avior Wealth Management, LLC | History | New | 101,566 | 2,515 | 0.07% | — | 121 | +101,566 | New | Q1 2026 | Apr 09, 2026 |
| Capital CS Group, LLC | History | Added to | 97,311 | 2,410 | 4.96% | 3.75% | 122 | +460 | 0.47% | Q1 2026 | May 13, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 93,349 | 2,312 | 0.86% | 1.04% | 123 | -18,596 | -16.61% | Q1 2026 | May 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 88,561 | 2,229 | 0.1% | 0.1% | 124 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 89,762 | 2,223 | 0.18% | 0.18% | 125 | -1,089 | -1.2% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 86,958 | 2,153 | 0.03% | 0.08% | 126 | -141,916 | -62.01% | Q1 2026 | May 12, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 85,698 | 2,122 | 0.78% | 0.68% | 127 | +13,755 | 19.12% | Q1 2026 | May 05, 2026 |
| HCR Wealth Advisors | History | Added to | 84,555 | 2,094 | 0.22% | 0.16% | 128 | +18,717 | 28.43% | Q1 2026 | Apr 21, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 77,596 | 1,922 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 70,922 | 1,785 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 65,789 | 1,629 | 0.0% | 0.0% | 131 | -3,836 | -5.51% | Q1 2026 | May 14, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 65,677 | 1,626 | 1.04% | 1.13% | 132 | -394 | -0.6% | Q1 2026 | Apr 23, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 64,513 | 1,624 | 2.1% | 2.1% | 133 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| StoneX Group Inc. | History | Reduced | 65,346 | 1,623 | 0.09% | 0.11% | 134 | -33,848 | -34.12% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 62,275 | 1,542 | 0.0% | — | 135 | +62,275 | New | Q1 2026 | May 01, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 54,917 | 1,360 | 0.05% | 0.06% | 136 | -5,417 | -8.98% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 53,833 | 1,333 | 0.02% | 0.02% | 137 | +941 | 1.78% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 53,176 | 1,318 | 0.01% | 0.03% | 138 | -59,753 | -52.91% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 52,973 | 1,312 | 0.01% | 0.01% | 139 | +9,126 | 20.81% | Q1 2026 | May 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 52,744 | 1,306 | 0.27% | 0.28% | 140 | +972 | 1.88% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 52,079 | 1,290 | 0.04% | 0.04% | 141 | -2,067 | -3.82% | Q1 2026 | May 04, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 51,928 | 1,289 | 0.02% | — | 142 | +51,928 | New | Q1 2026 | May 01, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 50,935 | 1,270 | 0.3% | 0.36% | 143 | -12,270 | -19.41% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 47,224 | 1,169 | 0.03% | — | 144 | +47,224 | New | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | Reduced | 44,566 | 1,103 | 0.05% | 0.06% | 145 | -10,376 | -18.89% | Q1 2026 | May 05, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 43,652 | 1,081 | 0.08% | 0.13% | 146 | +5,680 | 14.96% | Q1 2026 | May 15, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 38,986 | 965 | 0.46% | 1.79% | 147 | -107,078 | -73.31% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 38,523 | 954 | 0.06% | 0.22% | 148 | -96,416 | -71.45% | Q1 2026 | Apr 15, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 37,983 | 940 | 0.12% | 0.12% | 149 | +320 | 0.85% | Q1 2026 | Apr 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 37,647 | 933 | 0.04% | 0.02% | 150 | +20,528 | 119.91% | Q1 2026 | May 18, 2026 |
| NBC SECURITIES, INC. | History | Added to | 36,645 | 907 | 0.07% | 0.07% | 151 | +759 | 2.12% | Q1 2026 | Apr 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 36,377 | 901 | 0.0% | 0.0% | 152 | +26,552 | 270.25% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 36,155 | 895 | 0.0% | 0.0% | 153 | -41,008 | -53.14% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 36,035 | 892 | 0.01% | 0.01% | 154 | +3,893 | 12.11% | Q1 2026 | Apr 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 35,710 | 884 | 0.0% | 0.0% | 155 | -22,246 | -38.38% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 35,161 | 870 | 0.05% | 0.04% | 156 | -213 | -0.6% | Q1 2026 | Apr 28, 2026 |
| Betterment LLC | History | Added to | 33,585 | 832 | 0.0% | 0.0% | 157 | +7,171 | 27.15% | Q1 2026 | May 14, 2026 |
| Balefire, LLC | History | Added to | 33,578 | 831 | 0.16% | 0.16% | 158 | +784 | 2.39% | Q1 2026 | May 07, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 32,426 | 803 | 0.15% | 0.16% | 159 | -1,410 | -4.17% | Q1 2026 | May 14, 2026 |
| CLG LLC | History | Reduced | 31,702 | 785 | 0.19% | 0.21% | 160 | -2,234 | -6.58% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 29,900 | 752 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 30,043 | 749 | 0.08% | 0.13% | 162 | -6,483 | -17.75% | Q1 2026 | May 12, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 30,127 | 746 | 0.06% | 0.09% | 163 | -15,904 | -34.55% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 29,579 | 732 | 0.0% | — | 165 | +29,579 | New | Q1 2026 | May 14, 2026 |
| Chris Bulman Inc | History | Reduced | 29,563 | 732 | 0.32% | 0.33% | 164 | -476 | -1.58% | Q1 2026 | Apr 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 28,884 | 715 | 0.0% | 0.02% | 166 | -187,880 | -86.67% | Q1 2026 | Apr 29, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 28,865 | 714 | 5.42% | 4.81% | 167 | -4,006 | -12.19% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 28,564 | 707 | 0.01% | 0.01% | 168 | +5,604 | 24.41% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 28,402 | 703 | 0.0% | 0.04% | 169 | -257,881 | -90.08% | Q1 2026 | May 08, 2026 |
| Skyview Financial Group LLC | History | No change | 27,883 | 701 | 0.72% | 0.72% | 170 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Arax Advisory Partners | History | Reduced | 27,855 | 689 | 0.02% | 0.02% | 171 | -2,092 | -6.99% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 27,575 | 683 | 0.34% | 0.87% | 172 | -44,770 | -61.88% | Q1 2026 | May 07, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 27,427 | 679 | 0.44% | 0.46% | 173 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 26,247 | 650 | 0.02% | 0.05% | 174 | -43,977 | -62.62% | Q1 2026 | May 14, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 25,684 | 636 | 0.26% | 0.44% | 175 | -15,772 | -38.05% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 25,356 | 630 | 0.0% | 0.0% | 176 | +5,717 | 29.11% | Q1 2026 | Apr 08, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 24,862 | 615 | 0.26% | 0.28% | 177 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Brookstone Capital Management | History | Added to | 24,720 | 612 | 0.01% | 0.01% | 178 | +2 | 0.01% | Q1 2026 | Apr 16, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 24,087 | 596 | 0.0% | 0.0% | 179 | -3,194 | -11.71% | Q1 2026 | May 05, 2026 |
| Berger Financial Group, Inc | History | Added to | 23,972 | 593 | 0.03% | 0.03% | 180 | +15 | 0.06% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 23,766 | 589 | 0.0% | 0.01% | 181 | -133,112 | -84.85% | Q1 2026 | May 01, 2026 |
| Savant Capital, LLC | History | Reduced | 23,497 | 582 | 0.0% | 0.0% | 182 | -1,694 | -6.72% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 22,144 | 548 | 0.01% | — | 184 | +22,144 | New | Q1 2026 | May 13, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 22,144 | 548 | 0.08% | 0.09% | 183 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HORAN Wealth, LLC | History | No change | 20,354 | 512 | 0.05% | 0.08% | 185 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 20,063 | 496 | 0.05% | 0.04% | 186 | +5,177 | 34.78% | Q1 2026 | Apr 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 19,862 | 491 | 0.01% | 0.01% | 187 | -9,936 | -33.34% | Q1 2026 | Apr 20, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | New | 19,502 | 483 | 0.26% | — | 188 | +19,502 | New | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 19,589 | 476 | 0.03% | 0.02% | 189 | +35 | 0.18% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 18,797 | 466 | 0.01% | 0.02% | 190 | -13,180 | -41.22% | Q1 2026 | May 14, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 18,418 | 456 | 0.08% | 0.08% | 191 | +359 | 1.99% | Q1 2026 | Apr 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 18,200 | 450 | 0.0% | 0.0% | 192 | -10,200 | -35.92% | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | Reduced | 17,971 | 445 | 0.05% | 0.07% | 193 | -4,387 | -19.62% | Q1 2026 | Apr 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 17,949 | 444 | 0.01% | 0.01% | 194 | +895 | 5.25% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 17,662 | 437 | 0.04% | 0.03% | 195 | +4,535 | 34.55% | Q1 2026 | Apr 30, 2026 |
| Maia Wealth LLC | History | Added to | 17,640 | 436 | 0.07% | 0.07% | 196 | +276 | 1.59% | Q1 2026 | May 08, 2026 |
| Q3 Asset Management | History | Reduced | 17,008 | 421 | 0.1% | 0.11% | 197 | -1,503 | -8.12% | Q1 2026 | Apr 28, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 16,943 | 419 | 0.01% | 0.02% | 198 | -5,691 | -25.14% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | Reduced | 16,913 | 418 | 0.03% | 0.04% | 199 | -2,726 | -13.88% | Q1 2026 | May 08, 2026 |
| Strategic Blueprint, LLC | History | Added to | 16,692 | 413 | 0.02% | 0.02% | 200 | +156 | 0.94% | Q1 2026 | Apr 29, 2026 |
| VestGen Advisors, LLC | History | Reduced | 16,265 | 404 | 0.01% | 0.02% | 201 | -1,499 | -8.44% | Q1 2026 | May 14, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 15,135 | 374 | 0.23% | 0.25% | 202 | -567 | -3.61% | Q1 2026 | May 05, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 15,022 | 372 | 0.2% | 0.18% | 203 | +1,964 | 15.04% | Q1 2026 | Apr 24, 2026 |
| Proactive Wealth Strategies LLC | History | New | 14,884 | 368 | 0.07% | — | 204 | +14,884 | New | Q1 2026 | Apr 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 14,328 | 354 | 0.02% | 0.03% | 205 | -4,090 | -22.21% | Q1 2026 | Apr 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 13,926 | 345 | 0.01% | 0.01% | 206 | +3,926 | 39.26% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 13,903 | 344 | 0.0% | 0.0% | 207 | -2,331 | -14.36% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 13,786 | 341 | 0.0% | 0.0% | 208 | +2,400 | 21.08% | Q1 2026 | May 15, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 13,040 | 323 | 0.08% | 0.1% | 209 | -4,600 | -26.08% | Q1 2026 | Apr 20, 2026 |
| Ellenbecker Investment Group | History | Added to | 12,966 | 321 | 0.04% | 0.05% | 210 | +65 | 0.5% | Q1 2026 | Apr 23, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 12,813 | 317 | 0.0% | 0.0% | 211 | +196 | 1.55% | Q1 2026 | May 14, 2026 |
| Northwest Capital Management Inc | History | No change | 12,617 | 317 | 1.37% | 1.37% | 212 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 12,787 | 316 | 0.14% | 0.2% | 213 | -3,951 | -23.6% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Added to | 12,452 | 308 | 0.0% | 0.0% | 214 | +1,411 | 12.78% | Q1 2026 | May 13, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 12,449 | 308 | 0.01% | 0.01% | 215 | +988 | 8.62% | Q1 2026 | May 05, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | New | 12,162 | 301 | 0.31% | — | 217 | +12,162 | New | Q1 2026 | Apr 21, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 12,159 | 301 | 0.02% | 0.03% | 216 | -196 | -1.59% | Q1 2026 | Apr 22, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 12,082 | 299 | 0.09% | 0.1% | 218 | -515 | -4.09% | Q1 2026 | May 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 11,982 | 296 | 0.01% | 0.01% | 219 | +5 | 0.04% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 11,700 | 289 | 0.01% | 0.04% | 220 | -71,823 | -85.99% | Q1 2026 | Apr 23, 2026 |
| ASSETMARK, INC | History | Reduced | 11,367 | 281 | 0.0% | 0.0% | 221 | -1,111 | -8.9% | Q1 2026 | May 06, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 11,333 | 280 | 0.1% | 0.15% | 222 | -6,686 | -37.11% | Q1 2026 | May 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 10,922 | 270 | 0.02% | 0.02% | 223 | +1,221 | 12.59% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Added to | 10,037 | 248 | 0.0% | 0.0% | 224 | +280 | 2.87% | Q1 2026 | Apr 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 9,978 | 247 | 0.03% | 0.03% | 225 | +532 | 5.63% | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 9,928 | 245 | 0.04% | 0.03% | 226 | +1,204 | 13.8% | Q1 2026 | May 13, 2026 |
| Core Wealth Partners LLC | History | New | 9,720 | 240 | 0.11% | — | 227 | +9,720 | New | Q1 2026 | May 08, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 9,583 | 237 | 0.03% | 0.05% | 228 | -7,865 | -45.08% | Q1 2026 | Apr 08, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 9,535 | 236 | 0.01% | 0.26% | 229 | -325,812 | -97.16% | Q1 2026 | Apr 16, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 9,465 | 234 | 0.07% | 0.23% | 230 | -16,385 | -63.38% | Q1 2026 | May 04, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 9,486 | 234 | 0.04% | 0.05% | 231 | -754 | -7.36% | Q1 2026 | Apr 22, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 9,262 | 229 | 0.01% | 0.01% | 232 | -534 | -5.45% | Q1 2026 | May 04, 2026 |
| McAdam, LLC | History | Reduced | 9,143 | 226 | 0.01% | 0.01% | 233 | -482 | -5.01% | Q1 2026 | May 08, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 9,121 | 225 | 0.02% | 0.02% | 234 | -172 | -1.85% | Q1 2026 | Apr 10, 2026 |
| Claris Financial LLC | History | Added to | 8,984 | 222 | 0.12% | 0.12% | 235 | +38 | 0.42% | Q1 2026 | May 18, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 8,753 | 220 | 0.19% | 0.19% | 236 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 8,705 | 215 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Krilogy Financial LLC | History | Added to | 8,281 | 207 | 0.01% | 0.01% | 238 | +60 | 0.73% | Q1 2026 | Apr 17, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 8,270 | 204 | 0.14% | 0.14% | 239 | +88 | 1.08% | Q1 2026 | Apr 21, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 8,222 | 203 | 0.0% | 0.0% | 240 | -272 | -3.2% | Q1 2026 | May 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 8,163 | 202 | 0.02% | 0.03% | 241 | -1,867 | -18.61% | Q1 2026 | Apr 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 7,063 | 174 | 0.13% | 0.12% | 242 | +1,428 | 25.34% | Q1 2026 | Apr 27, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 6,356 | 157 | 0.03% | 0.03% | 243 | +783 | 14.05% | Q1 2026 | May 06, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 6,330 | 156 | 0.05% | 0.05% | 244 | -120 | -1.86% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 6,125 | 151 | 0.04% | 0.04% | 245 | +1,265 | 26.03% | Q1 2026 | Apr 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5,842 | 144 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Spire Wealth Management | History | Added to | 5,276 | 130 | 0.0% | 0.0% | 247 | +48 | 0.92% | Q1 2026 | Apr 22, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 5,101 | 126 | 0.03% | 0.03% | 248 | -387 | -7.05% | Q1 2026 | Apr 30, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 4,050 | 100 | 0.06% | 0.06% | 249 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 3,080 | 76 | 0.0% | 0.0% | 250 | -1,000 | -24.51% | Q1 2026 | May 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2,773 | 69 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,714 | 66 | 0.0% | 0.0% | 252 | +2,582 | 1956.06% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,409 | 59 | 0.0% | 0.01% | 253 | -1,840 | -43.3% | Q1 2026 | Apr 24, 2026 |
| First Pacific Financial | History | Reduced | 2,275 | 56 | 0.01% | 0.01% | 254 | -944 | -29.33% | Q1 2026 | Apr 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,273 | 56 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ascentis Independent Advisors | History | New | 2,230 | 55 | 0.0% | — | 256 | +2,230 | New | Q1 2026 | Apr 28, 2026 |
| TD Capital Management LLC | History | Added to | 1,920 | 47 | 0.0% | 0.0% | 257 | +21 | 1.11% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | New | 1,726 | 42 | 0.0% | — | 259 | +1,726 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,732 | 42 | 0.0% | 0.0% | 258 | +1,410 | 437.89% | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | New | 1,569 | 38 | 0.0% | — | 260 | +1,569 | New | Q1 2026 | Apr 27, 2026 |
| Atlantic Union Bankshares Corp | History | New | 1,382 | 34 | 0.0% | — | 261 | +1,382 | New | Q1 2026 | May 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 931 | 23 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 809 | 20 | 0.0% | 0.0% | 263 | +9 | 1.13% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 785 | 19 | 0.0% | 0.0% | 264 | -1,397 | -64.02% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | New | 762 | 18 | 0.0% | — | 265 | +762 | New | Q1 2026 | May 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 735 | 18 | 0.01% | — | 266 | +735 | New | Q1 2026 | Apr 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 701 | 17 | 0.01% | — | 267 | +701 | New | Q1 2026 | May 13, 2026 |
| NBT BANK N A /NY | History | Added to | 682 | 16 | 0.0% | 0.0% | 268 | +657 | 2628.0% | Q1 2026 | Apr 28, 2026 |
| Signature Resources Capital Management, LLC | History | New | 624 | 15 | 0.01% | — | 270 | +624 | New | Q1 2026 | May 01, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 619 | 15 | 0.0% | 0.0% | 269 | +5 | 0.81% | Q1 2026 | May 12, 2026 |
| IFG Advisory, LLC | History | New | 600 | 14 | 0.04% | — | 271 | +600 | New | Q1 2026 | May 12, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 423 | 10 | 0.01% | 0.49% | 272 | -34,477 | -98.79% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 322 | 8 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 232 | 5 | 0.0% | 0.0% | 274 | +2 | 0.87% | Q1 2026 | Apr 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 237 | 5 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sunbelt Securities, Inc. | History | No change | 217 | 5 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 179 | 4 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 194 | 4 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | New | 88 | 2 | 0.0% | — | 280 | +88 | New | Q1 2026 | May 06, 2026 |
| Bernard Wealth Management Corp. | History | No change | 110 | 2 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 75 | 1 | 0.0% | — | 281 | +75 | New | Q1 2026 | Apr 23, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -375,796 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -352,225 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.54% | — | -191,444 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Econ Financial Services Corp | History | Closed out | 0 | 0 | — | 2.21% | — | -174,973 | -100.0% | Q1 2026 | Apr 21, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -49,520 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -48,080 | -100.0% | Q1 2026 | May 01, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -40,762 | -100.0% | Q1 2026 | May 07, 2026 |
| WCG Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,029 | -100.0% | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,486 | -100.0% | Q1 2026 | Apr 14, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -13,266 | -100.0% | Q1 2026 | Apr 20, 2026 |
| UPTICK PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -12,651 | -100.0% | Q1 2026 | May 01, 2026 |
| Veracity Capital LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -11,197 | -100.0% | Q1 2026 | Apr 09, 2026 |
| tru Independence LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -11,111 | -100.0% | Q1 2026 | Apr 22, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -10,867 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,036 | -100.0% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,940 | -100.0% | Q1 2026 | May 11, 2026 |
| Payne Capital LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -8,925 | -100.0% | Q1 2026 | Apr 20, 2026 |
| National Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,805 | -100.0% | Q1 2026 | May 11, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,292 | -100.0% | Q1 2026 | Apr 15, 2026 |
| MONECO ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,247 | -100.0% | Q1 2026 | May 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,499 | -100.0% | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,637 | -100.0% | Q1 2026 | May 15, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,795 | -100.0% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,440 | -100.0% | Q1 2026 | Jun 02, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,153 | -100.0% | Q1 2026 | May 05, 2026 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.01% | — | -358 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -206 | -100.0% | Q1 2026 | May 06, 2026 |
| RHL GROUP, LLC | History | Reduced | 23 | 0 | — | 0.0% | — | -196 | -89.5% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 26 | 0 | — | 0.0% | — | -63 | -70.79% | Q1 2026 | May 12, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 38 | 0 | — | — | — | +1 | 2.7% | Q1 2026 | May 04, 2026 |