SPDR SERIES TRUST - XAR
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 | 1,348,882 | 342,589 | 0.09% | 0.08% | 1 | +61,995 | 4.82% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 883,351 | 224,353 | 0.01% | 0.01% | 2 | +185,278 | 26.54% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 848,721 | 215,558 | 0.02% | 0.01% | 3 | +45,281 | 5.64% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 471,002 | 119,624 | 0.02% | 0.02% | 4 | +107,326 | 29.51% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 255,794 | 64,952 | 0.02% | 0.02% | 5 | +336 | 0.13% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 246,385 | 62,576 | 0.01% | 0.01% | 6 | +40,014 | 19.39% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 235,359 | 59,876 | 0.01% | 0.01% | 7 | +57,441 | 32.29% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 212,861 | 54,062 | 0.01% | 0.01% | 8 | +32,181 | 17.81% | Q1 2026 | May 04, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 188,486 | 47,871 | 0.02% | 0.02% | 9 | +159,086 | 541.11% | Q1 2026 | May 04, 2026 |
| Howard Capital Management Group, LLC | History | Added to | 185,898 | 47,214 | 3.13% | 2.82% | 10 | +878 | 0.47% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 184,097 | 46,757 | 0.07% | 0.05% | 11 | +26,689 | 16.96% | Q1 2026 | Apr 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 173,580 | 44,085 | 0.02% | 0.01% | 12 | +50,250 | 40.74% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 173,149 | 43,976 | 0.01% | 0.01% | 13 | +27,883 | 19.19% | Q1 2026 | May 15, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Reduced | 157,447 | 39,988 | 6.05% | 5.51% | 14 | -3,071 | -1.91% | Q1 2026 | Apr 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 144,032 | 36,602 | 0.05% | 0.06% | 15 | -24,699 | -14.64% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 140,175 | 35,601 | 0.02% | 0.02% | 16 | +11,459 | 8.9% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 139,644 | 35,466 | 0.04% | 0.03% | 17 | +17,362 | 14.2% | Q1 2026 | May 13, 2026 |
| Enclave Advisors LLC | History | Added to | 133,374 | 33,874 | 4.64% | 4.44% | 18 | +3,389 | 2.61% | Q1 2026 | Apr 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 130,521 | 33,149 | 0.0% | 0.0% | 19 | -9,760 | -6.96% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 124,568 | 31,637 | 0.08% | 0.14% | 20 | -82,099 | -39.73% | Q1 2026 | May 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 116,265 | 29,546 | 0.94% | 1.0% | 21 | -2,375 | -2.0% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 114,267 | 29,022 | 0.07% | 0.06% | 22 | +13,648 | 13.56% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 106,273 | 26,991 | 0.0% | 0.0% | 23 | +83,104 | 358.69% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 107,109 | 25,946 | 0.0% | 0.0% | 24 | +3,639 | 3.52% | Q1 2026 | May 13, 2026 |
| Robinhood Asset Management, LLC | History | Reduced | 98,151 | 24,928 | 1.81% | 2.83% | 25 | -49,334 | -33.45% | Q1 2026 | Apr 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 77,866 | 19,781 | 0.02% | 0.02% | 26 | +1,834 | 2.41% | Q1 2026 | May 12, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 74,902 | 19,023 | 2.01% | 0.08% | 27 | +71,618 | 2180.82% | Q1 2026 | Apr 09, 2026 |
| CUMBERLAND ADVISORS INC | History | Reduced | 73,747 | 18,730 | 7.33% | 6.95% | 28 | -2,255 | -2.97% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 72,133 | 18,320 | 0.05% | 0.03% | 29 | +16,723 | 30.18% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 68,182 | 17,316 | 0.01% | 0.01% | 30 | +18,700 | 37.79% | Q1 2026 | May 07, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 67,295 | 17,091 | 0.23% | 0.26% | 31 | -7,181 | -9.64% | Q1 2026 | May 12, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 65,645 | 16,672 | 2.44% | 0.8% | 32 | +44,296 | 207.49% | Q1 2026 | Apr 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 64,336 | 16,120 | 0.01% | 0.01% | 33 | +29,913 | 86.9% | Q1 2026 | May 15, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 49,364 | 12,537 | 2.67% | 2.43% | 34 | -554 | -1.11% | Q1 2026 | Apr 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 48,704 | 12,369 | 0.0% | 0.0% | 35 | +15,704 | 47.59% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 48,205 | 12,243 | 0.01% | 0.01% | 36 | -832 | -1.7% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 46,405 | 11,785 | 0.06% | 0.0% | 37 | +43,365 | 1426.48% | Q1 2026 | May 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 46,393 | 11,782 | 0.79% | 0.41% | 38 | +21,373 | 85.42% | Q1 2026 | Apr 10, 2026 |
| Merit Financial Group, LLC | History | Added to | 42,932 | 10,903 | 0.08% | 0.08% | 39 | +1,256 | 3.01% | Q1 2026 | Apr 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 41,995 | 10,666 | 0.36% | 0.47% | 40 | -13,294 | -24.04% | Q1 2026 | Apr 07, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 39,305 | 9,982 | 0.11% | 0.12% | 41 | -5,235 | -11.75% | Q1 2026 | Apr 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 39,266 | 9,973 | 0.02% | 0.02% | 42 | +206 | 0.53% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Added to | 38,022 | 9,656 | 0.01% | 0.0% | 43 | +15,754 | 70.75% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 35,504 | 9,017 | 0.01% | 0.01% | 44 | +13,806 | 63.63% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 34,296 | 8,710 | 0.02% | 0.02% | 45 | -2,462 | -6.7% | Q1 2026 | May 14, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Added to | 34,109 | 8,663 | 1.5% | 1.33% | 46 | +96 | 0.28% | Q1 2026 | Apr 13, 2026 |
| FLC Capital Advisors | History | Added to | 34,082 | 8,656 | 1.55% | 1.51% | 47 | +220 | 0.65% | Q1 2026 | May 01, 2026 |
| Wealthfront Advisers LLC | History | Added to | 33,116 | 8,410 | 0.02% | 0.01% | 48 | +6,191 | 22.99% | Q1 2026 | May 05, 2026 |
| Warner Group LLC | History | Added to | 31,938 | 8,111 | 5.3% | 4.49% | 49 | +1,730 | 5.73% | Q1 2026 | Apr 29, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 31,790 | 8,074 | 0.0% | — | 50 | +31,790 | New | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 30,227 | 7,676 | 0.03% | 0.02% | 51 | +7,394 | 32.38% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 29,608 | 7,519 | 0.06% | 0.08% | 52 | +3,111 | 11.74% | Q1 2026 | May 15, 2026 |
| Y.D. More Investments Ltd | History | Added to | 28,910 | 7,241 | 0.28% | 0.29% | 53 | +3,722 | 14.78% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 27,085 | 6,879 | 0.03% | 0.03% | 54 | +1,490 | 5.82% | Q1 2026 | Apr 24, 2026 |
| Quadrature Capital Ltd | History | Added to | 26,991 | 6,855 | 0.08% | 0.02% | 55 | +17,467 | 183.4% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 26,679 | 6,776 | 0.71% | 0.13% | 56 | +21,658 | 431.35% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 25,806 | 6,554 | 0.04% | 0.02% | 57 | +11,349 | 78.5% | Q1 2026 | May 05, 2026 |
| HighPoint Advisor Group LLC | History | New | 25,643 | 6,512 | 0.27% | — | 58 | +25,643 | New | Q1 2026 | May 14, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Reduced | 25,101 | 6,375 | 4.1% | 4.29% | 59 | -3,135 | -11.1% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Added to | 24,478 | 6,216 | 0.01% | 0.01% | 60 | +1,694 | 7.44% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 24,150 | 6,133 | 0.05% | 0.05% | 61 | -613 | -2.48% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 23,858 | 6,059 | 0.14% | 0.14% | 62 | -360 | -1.49% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 22,632 | 5,747 | 0.01% | 0.01% | 63 | -490,997 | -95.59% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 21,404 | 5,436 | 0.14% | 0.11% | 64 | +2,910 | 15.73% | Q1 2026 | May 15, 2026 |
| Point Nemo Capital, LLC | History | Added to | 20,702 | 5,257 | 3.46% | 1.37% | 65 | +14,952 | 260.03% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 21,342 | 5,148 | 0.03% | 0.03% | 66 | +5,668 | 36.16% | Q1 2026 | May 15, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 23,288 | 5,056 | 2.34% | 2.78% | 67 | -915 | -3.78% | Q1 2026 | Apr 22, 2026 |
| McGuire Investment Group, LLC | History | Added to | 19,817 | 5,033 | 0.57% | 0.5% | 68 | +262 | 1.34% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 19,600 | 4,977 | 0.01% | 0.0% | 69 | +5,949 | 43.58% | Q1 2026 | Apr 27, 2026 |
| BROWN ADVISORY INC | History | Added to | 19,065 | 4,842 | 0.01% | 0.01% | 70 | +46 | 0.24% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 18,812 | 4,777 | 0.07% | 0.06% | 71 | +2,868 | 17.99% | Q1 2026 | May 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 17,910 | 4,548 | 2.2% | 2.08% | 72 | +45 | 0.25% | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 17,732 | 4,504 | 0.21% | 0.12% | 73 | +7,082 | 66.5% | Q1 2026 | May 18, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 17,234 | 4,377 | 0.05% | 0.04% | 74 | +1,222 | 7.63% | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 17,100 | 4,343 | 0.01% | 0.01% | 75 | +247 | 1.47% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 17,092 | 4,341 | 0.06% | 0.05% | 76 | -57 | -0.33% | Q1 2026 | Apr 21, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 16,817 | 4,271 | 1.72% | 2.17% | 77 | -7,542 | -30.96% | Q1 2026 | Apr 13, 2026 |
| &PARTNERS | History | Added to | 16,668 | 4,234 | 0.02% | 0.01% | 78 | +6,900 | 70.64% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 16,631 | 4,224 | 0.05% | — | 79 | +16,631 | New | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 16,533 | 4,199 | 0.0% | 0.0% | 80 | +2,282 | 16.01% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 16,390 | 4,162 | 0.0% | 0.0% | 81 | -4,035 | -19.76% | Q1 2026 | May 12, 2026 |
| Norris Financial Group, LLC | History | Added to | 16,373 | 4,158 | 1.36% | 0.98% | 82 | +4,431 | 37.1% | Q1 2026 | May 20, 2026 |
| Lido Advisors, LLC | History | Reduced | 16,103 | 4,089 | 0.01% | 0.03% | 83 | -23,807 | -59.65% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 16,027 | 4,070 | 0.02% | 0.02% | 84 | +546 | 3.53% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 15,930 | 4,045 | 0.07% | 0.07% | 85 | -1,040 | -6.13% | Q1 2026 | Apr 10, 2026 |
| Jump Financial, LLC | History | New | 15,646 | 3,973 | 0.05% | — | 86 | +15,646 | New | Q1 2026 | May 14, 2026 |
| NovaPoint Capital, LLC | History | Added to | 15,552 | 3,949 | 0.99% | 0.93% | 87 | +601 | 4.02% | Q1 2026 | May 06, 2026 |
| INNEALTA CAPITAL, LLC | History | New | 15,234 | 3,869 | 2.4% | — | 88 | +15,234 | New | Q1 2026 | May 04, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 15,139 | 3,843 | 0.03% | 0.05% | 89 | -7,463 | -33.02% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,805 | 3,842 | 0.01% | 0.0% | 90 | +1,857 | 14.34% | Q1 2026 | Apr 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 14,472 | 3,675 | 0.14% | 0.01% | 91 | +13,561 | 1488.58% | Q1 2026 | May 14, 2026 |
| Hobart Private Capital, LLC | History | Added to | 14,361 | 3,647 | 0.72% | 0.6% | 92 | +1,511 | 11.76% | Q1 2026 | Apr 07, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 14,051 | 3,568 | 0.56% | 0.04% | 93 | +13,001 | 1238.19% | Q1 2026 | May 07, 2026 |
| Cavalier Investments, LLC | History | No change | 13,804 | 3,505 | 0.09% | 0.17% | 94 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 13,685 | 3,475 | 0.09% | 0.04% | 95 | +6,975 | 103.95% | Q1 2026 | May 14, 2026 |
| Prostatis Group LLC | History | Reduced | 13,516 | 3,432 | 0.88% | 1.06% | 96 | -4,861 | -26.45% | Q1 2026 | May 12, 2026 |
| WealthSpring Partners, LLC | History | Added to | 13,289 | 3,375 | 3.1% | 2.86% | 97 | +1,700 | 14.67% | Q1 2026 | Apr 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 12,906 | 3,277 | 0.04% | 0.04% | 98 | -88 | -0.68% | Q1 2026 | Apr 20, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 12,588 | 3,197 | 0.04% | 0.04% | 99 | +220 | 1.78% | Q1 2026 | Apr 23, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 12,500 | 3,174 | 0.66% | 0.6% | 100 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 12,390 | 3,147 | 0.14% | 0.17% | 101 | -2,826 | -18.57% | Q1 2026 | May 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 12,148 | 3,085 | 0.33% | 0.37% | 102 | -1,678 | -12.14% | Q1 2026 | Apr 15, 2026 |
| NCM Capital Management, LLC | History | Added to | 11,479 | 2,915 | 1.04% | 1.01% | 103 | +234 | 2.08% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 11,456 | 2,909 | 0.15% | 0.13% | 104 | +979 | 9.34% | Q1 2026 | Apr 23, 2026 |
| Fortune 45 LLC | History | New | 11,417 | 2,899 | 1.41% | — | 105 | +11,417 | New | Q1 2026 | Apr 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 11,210 | 2,847 | 0.06% | 0.05% | 106 | +56 | 0.5% | Q1 2026 | Apr 15, 2026 |
| Retirement Planning Group, LLC | History | Added to | 10,827 | 2,749 | 0.09% | 0.07% | 107 | +2,313 | 27.17% | Q1 2026 | May 04, 2026 |
| BANK HAPOALIM BM | History | Reduced | 10,796 | 2,742 | 0.42% | 0.29% | 108 | -2,941 | -21.41% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | Reduced | 10,704 | 2,718 | 0.04% | 0.04% | 109 | -20 | -0.19% | Q1 2026 | Apr 27, 2026 |
| American Financial Advisors, LLC | History | Reduced | 10,593 | 2,690 | 0.36% | 0.34% | 110 | -303 | -2.78% | Q1 2026 | May 13, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 10,540 | 2,676 | 0.55% | 0.45% | 111 | +267 | 2.6% | Q1 2026 | Apr 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 10,375 | 2,635 | 0.03% | 0.0% | 112 | +9,161 | 754.61% | Q1 2026 | May 08, 2026 |
| VVR Holdings LLC | History | Reduced | 10,271 | 2,608 | 1.35% | 2.16% | 113 | -6,932 | -40.3% | Q1 2026 | Apr 16, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 10,255 | 2,604 | 1.16% | 1.47% | 114 | -3,579 | -25.87% | Q1 2026 | Apr 24, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 10,154 | 2,578 | 0.23% | 0.33% | 115 | -1,490 | -12.8% | Q1 2026 | May 12, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 10,009 | 2,542 | 1.22% | 1.4% | 116 | -1,542 | -13.35% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Added to | 9,614 | 2,441 | 0.03% | 0.03% | 117 | +486 | 5.32% | Q1 2026 | May 15, 2026 |
| MADDEN SECURITIES Corp | History | No change | 9,585 | 2,434 | 0.73% | 0.7% | 118 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Clarus Wealth Advisors | History | Added to | 9,312 | 2,421 | 1.03% | 1.06% | 119 | +226 | 2.49% | Q1 2026 | Apr 08, 2026 |
| Belvedere Trading LLC | History | Added to | 9,353 | 2,375 | 0.0% | 0.0% | 120 | +4,902 | 110.13% | Q1 2026 | May 12, 2026 |
| MGB Wealth Management, LLC | History | No change | 9,401 | 2,269 | 0.65% | 0.65% | 121 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 8,889 | 2,257 | 0.0% | 0.0% | 122 | +36 | 0.41% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 8,867 | 2,252 | 0.15% | 0.2% | 123 | -3,837 | -30.2% | Q1 2026 | Apr 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 8,663 | 2,200 | 0.07% | 0.05% | 124 | -121 | -1.38% | Q1 2026 | Apr 23, 2026 |
| NOVEM GROUP | History | New | 8,580 | 2,179 | 0.25% | — | 125 | +8,580 | New | Q1 2026 | Apr 10, 2026 |
| IFP Advisors, Inc | History | Added to | 8,548 | 2,171 | 0.05% | 0.04% | 126 | +783 | 10.08% | Q1 2026 | Apr 13, 2026 |
| Purewater Capital LLC | History | New | 8,484 | 2,154 | 2.06% | — | 127 | +8,484 | New | Q1 2026 | May 14, 2026 |
| Nvest Financial, LLC | History | New | 8,251 | 2,095 | 0.78% | — | 128 | +8,251 | New | Q1 2026 | Apr 28, 2026 |
| HRT FINANCIAL LP | History | New | 8,127 | 2,064 | 0.01% | — | 129 | +8,127 | New | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 7,988 | 2,028 | 0.07% | 0.03% | 130 | +5,154 | 181.86% | Q1 2026 | May 19, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 7,963 | 2,022 | 0.01% | 0.01% | 131 | +2,188 | 37.89% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 7,734 | 1,964 | 0.04% | 0.03% | 132 | +414 | 5.66% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 7,588 | 1,927 | 0.02% | 0.02% | 133 | -2,101 | -21.68% | Q1 2026 | Apr 07, 2026 |
| GTS SECURITIES LLC | History | New | 7,506 | 1,906 | 0.07% | — | 134 | +7,506 | New | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | Added to | 6,952 | 1,895 | 0.06% | 0.07% | 135 | +2 | 0.03% | Q1 2026 | Apr 17, 2026 |
| Authentikos Wealth Advisory, LLC | History | New | 7,415 | 1,883 | 1.27% | — | 136 | +7,415 | New | Q1 2026 | May 07, 2026 |
| SFI Advisors, LLC | History | Reduced | 7,241 | 1,839 | 1.93% | 2.85% | 137 | -11,214 | -60.76% | Q1 2026 | May 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 7,234 | 1,837 | 0.05% | 0.04% | 138 | +567 | 8.5% | Q1 2026 | Apr 07, 2026 |
| Anson Capital, Inc. | History | Reduced | 7,117 | 1,807 | 1.24% | 1.32% | 139 | -381 | -5.08% | Q1 2026 | May 13, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 7,000 | 1,777 | 1.32% | 1.29% | 140 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 7,157 | 1,733 | 0.11% | 0.1% | 141 | -1,474 | -17.08% | Q1 2026 | Apr 24, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 6,705 | 1,703 | 0.02% | 0.02% | 142 | +962 | 16.75% | Q1 2026 | May 12, 2026 |
| RoundAngle Advisors LLC | History | Added to | 6,679 | 1,696 | 1.27% | 1.11% | 143 | +380 | 6.03% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 6,424 | 1,631 | 0.0% | — | 144 | +6,424 | New | Q1 2026 | May 01, 2026 |
| Brookstone Capital Management | History | Added to | 6,417 | 1,629 | 0.02% | 0.02% | 145 | +740 | 13.04% | Q1 2026 | Apr 16, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 5,890 | 1,577 | 0.19% | 0.18% | 146 | +779 | 15.24% | Q1 2026 | Apr 22, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 6,195 | 1,573 | 0.57% | 0.53% | 147 | -405 | -6.14% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 6,167 | 1,566 | 0.01% | 0.01% | 148 | -347 | -5.33% | Q1 2026 | Apr 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 6,055 | 1,538 | 0.0% | 0.0% | 149 | -311 | -4.89% | Q1 2026 | May 01, 2026 |
| Curi Capital, LLC | History | No change | 5,876 | 1,492 | 0.03% | 0.02% | 150 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global View Capital Management LLC | History | Added to | 5,869 | 1,490 | 0.4% | 0.22% | 151 | +874 | 17.5% | Q1 2026 | May 04, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 5,863 | 1,489 | 0.02% | 0.01% | 152 | +2,245 | 62.05% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 5,794 | 1,471 | 0.03% | — | 153 | +5,794 | New | Q1 2026 | Apr 27, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 5,633 | 1,430 | 1.36% | 1.26% | 154 | +162 | 2.96% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | Added to | 5,505 | 1,398 | 0.0% | 0.0% | 155 | +1,975 | 55.95% | Q1 2026 | May 15, 2026 |
| ZEGA Investments, LLC | History | New | 5,459 | 1,386 | 0.16% | — | 156 | +5,459 | New | Q1 2026 | May 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,438 | 1,381 | 0.01% | 0.01% | 157 | -2,570 | -32.09% | Q1 2026 | May 13, 2026 |
| Kraft, Davis & Associates, LLC | History | New | 5,322 | 1,372 | 0.29% | — | 158 | +5,322 | New | Q1 2026 | May 01, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 5,401 | 1,371 | 0.22% | 0.21% | 159 | +89 | 1.68% | Q1 2026 | May 12, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 5,385 | 1,367 | 0.38% | 0.19% | 160 | +2,322 | 75.81% | Q1 2026 | May 11, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 5,377 | 1,365 | 0.65% | 0.6% | 161 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 5,340 | 1,356 | 0.14% | 0.13% | 162 | -55 | -1.02% | Q1 2026 | May 08, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | New | 5,209 | 1,322 | 0.59% | — | 163 | +5,209 | New | Q1 2026 | Apr 23, 2026 |
| Security Financial Services, INC. | History | No change | 5,455 | 1,315 | 0.21% | 0.21% | 164 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,386 | 1,299 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 5,113 | 1,298 | 0.09% | 0.09% | 166 | -374 | -6.82% | Q1 2026 | May 05, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 5,089 | 1,292 | 0.07% | 0.07% | 167 | -88 | -1.7% | Q1 2026 | Apr 13, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 4,955 | 1,286 | 0.69% | 0.74% | 168 | -104 | -2.06% | Q1 2026 | May 06, 2026 |
| Formidable Asset Management, LLC | History | Added to | 5,298 | 1,278 | 0.2% | 0.13% | 169 | +1,538 | 40.9% | Q1 2026 | Apr 22, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 5,020 | 1,274 | 0.44% | 0.27% | 170 | +1,760 | 53.99% | Q1 2026 | Apr 23, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 4,999 | 1,269 | 0.18% | 0.26% | 171 | -2,080 | -29.38% | Q1 2026 | Apr 21, 2026 |
| First Growth Capital LLC | History | Added to | 4,799 | 1,247 | 1.12% | 1.11% | 172 | +116 | 2.48% | Q1 2026 | May 04, 2026 |
| NorthRock Partners, LLC | History | Reduced | 4,892 | 1,242 | 0.02% | 0.03% | 173 | -1,983 | -28.84% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | Added to | 4,877 | 1,238 | 0.08% | 0.02% | 174 | +3,703 | 315.42% | Q1 2026 | May 13, 2026 |
| WBH ADVISORY INC | History | Reduced | 4,704 | 1,222 | 0.09% | 0.09% | 175 | -235 | -4.76% | Q1 2026 | Apr 27, 2026 |
| National Philanthropic Trust | History | No change | 4,709 | 1,195 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 4,695 | 1,192 | 0.27% | 0.2% | 177 | +1,108 | 30.89% | Q1 2026 | Apr 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,685 | 1,190 | 0.02% | 0.0% | 178 | +4,095 | 694.07% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 4,681 | 1,188 | 0.07% | 0.06% | 179 | +523 | 12.58% | Q1 2026 | Apr 30, 2026 |
| Red Tortoise LLC | History | Added to | 4,604 | 1,169 | 0.49% | 0.47% | 180 | +2 | 0.04% | Q1 2026 | Apr 21, 2026 |
| FFG Partners, LLC | History | Added to | 4,593 | 1,166 | 0.46% | 0.31% | 181 | +224 | 5.13% | Q1 2026 | Apr 17, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 4,507 | 1,144 | 0.04% | 0.04% | 182 | -51 | -1.12% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,465 | 1,134 | 0.04% | 0.04% | 183 | -95 | -2.08% | Q1 2026 | Apr 28, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 4,453 | 1,130 | 0.12% | 0.12% | 184 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Investment Management Trust, LLC | History | New | 4,341 | 1,102 | 1.07% | — | 185 | +4,341 | New | Q1 2026 | Apr 24, 2026 |
| Scarborough Advisors, LLC | History | Added to | 4,281 | 1,087 | 0.12% | 0.03% | 186 | +3,511 | 455.97% | Q1 2026 | May 07, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 4,115 | 1,045 | 0.02% | 0.02% | 187 | -672 | -14.04% | Q1 2026 | Apr 21, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 4,111 | 1,044 | 0.36% | 0.16% | 188 | +2,285 | 125.14% | Q1 2026 | Apr 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 4,100 | 1,041 | 0.02% | 0.02% | 189 | +287 | 7.53% | Q1 2026 | May 15, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 4,089 | 1,038 | 0.49% | 0.51% | 190 | -206 | -4.8% | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 4,067 | 1,032 | 0.0% | 0.0% | 191 | +1,736 | 74.47% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 4,055 | 1,030 | 0.02% | 0.02% | 192 | -30 | -0.73% | Q1 2026 | May 01, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 3,929 | 998 | 0.18% | 0.18% | 193 | -14 | -0.36% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 3,919 | 995 | 0.0% | 0.0% | 194 | +787 | 25.13% | Q1 2026 | May 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 3,902 | 991 | 0.36% | 0.3% | 195 | +469 | 13.66% | Q1 2026 | May 08, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 3,890 | 987 | 0.38% | 0.46% | 196 | +5 | 0.13% | Q1 2026 | May 15, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Reduced | 3,860 | 980 | 1.57% | 5.92% | 197 | -34,520 | -89.94% | Q1 2026 | Apr 16, 2026 |
| Sound Financial Strategies Group, LLC | History | New | 3,856 | 979 | 0.67% | — | 199 | +3,856 | New | Q1 2026 | May 08, 2026 |
| Larry Mathis Financial Planning, LLC | History | Reduced | 3,855 | 979 | 0.88% | 1.11% | 198 | -1,373 | -26.26% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,763 | 978 | 0.01% | 0.01% | 200 | +1,395 | 58.91% | Q1 2026 | Apr 07, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 3,850 | 977 | 0.04% | 0.05% | 201 | +1,857 | 93.18% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,840 | 975 | 0.07% | 0.08% | 202 | -485 | -11.21% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 3,902 | 945 | 0.0% | 0.0% | 203 | -126 | -3.13% | Q1 2026 | May 15, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 3,721 | 945 | 0.27% | 0.21% | 204 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,685 | 935 | 0.0% | 0.0% | 205 | +438 | 13.49% | Q1 2026 | May 14, 2026 |
| Balboa Wealth Partners | History | Reduced | 3,677 | 933 | 0.16% | 0.15% | 206 | -2 | -0.05% | Q1 2026 | Apr 16, 2026 |
| Arrowroot Family Office, LLC | History | New | 3,664 | 930 | 0.31% | — | 207 | +3,664 | New | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Added to | 3,640 | 924 | 0.5% | 0.33% | 208 | +1,176 | 47.73% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 3,613 | 917 | 0.0% | 0.0% | 209 | +1,574 | 77.19% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 3,541 | 899 | 0.03% | 0.02% | 210 | +709 | 25.04% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | Added to | 3,499 | 888 | 0.0% | 0.0% | 211 | +1,370 | 64.35% | Q1 2026 | May 14, 2026 |
| BLB&B Advisors, LLC | History | No change | 3,498 | 888 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 3,490 | 886 | 0.0% | 0.0% | 213 | +1,093 | 45.6% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 3,377 | 857 | 0.02% | 0.01% | 214 | +1,833 | 118.72% | Q1 2026 | May 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 3,374 | 856 | 0.2% | 0.11% | 215 | +1,710 | 102.76% | Q1 2026 | May 07, 2026 |
| CPWA, LLC | History | New | 3,163 | 852 | 1.02% | — | 216 | +3,163 | New | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 3,151 | 845 | 0.02% | 0.03% | 217 | +114 | 3.75% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Added to | 3,325 | 844 | 0.04% | 0.03% | 218 | +32 | 0.97% | Q1 2026 | May 08, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 3,301 | 838 | 0.03% | 0.03% | 219 | -18 | -0.54% | Q1 2026 | May 06, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 3,267 | 829 | 0.01% | 0.01% | 220 | +10 | 0.31% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | Reduced | 3,239 | 822 | 0.01% | 0.01% | 221 | -326 | -9.14% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 3,230 | 820 | 0.05% | 0.05% | 222 | -94 | -2.83% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 3,214 | 816 | 0.0% | 0.0% | 223 | +1,746 | 118.94% | Q1 2026 | May 11, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 3,203 | 813 | 0.29% | 0.3% | 224 | -230 | -6.7% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 3,177 | 807 | 0.02% | 0.02% | 225 | +233 | 7.91% | Q1 2026 | May 14, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 3,172 | 805 | 0.41% | 0.38% | 226 | +25 | 0.79% | Q1 2026 | Apr 15, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 3,142 | 798 | 0.12% | 0.12% | 227 | +99 | 3.25% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 3,248 | 783 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WJ Wealth Management, LLC | History | No change | 3,050 | 774 | 0.36% | 0.32% | 229 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 3,038 | 771 | 0.02% | 0.0% | 230 | +2,538 | 507.6% | Q1 2026 | May 13, 2026 |
| FIRST HORIZON CORP | History | No change | 3,025 | 768 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,011 | 764 | 0.01% | 0.01% | 232 | +505 | 20.15% | Q1 2026 | May 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 3,000 | 761 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 2,981 | 757 | 0.8% | 0.8% | 234 | +107 | 3.72% | Q1 2026 | May 07, 2026 |
| Focus Financial Network, Inc. | History | Added to | 2,974 | 755 | 0.03% | 0.02% | 235 | +264 | 9.74% | Q1 2026 | Apr 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 2,960 | 752 | 0.03% | 0.04% | 236 | -2,063 | -41.07% | Q1 2026 | May 11, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 2,910 | 739 | 0.55% | 0.31% | 237 | +1,134 | 63.85% | Q1 2026 | Apr 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 2,903 | 737 | 0.03% | 0.03% | 238 | +359 | 14.11% | Q1 2026 | Apr 28, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 2,870 | 728 | 0.08% | 0.06% | 239 | +591 | 25.93% | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | Added to | 2,818 | 715 | 0.0% | 0.0% | 240 | +393 | 16.21% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,789 | 708 | 0.0% | 0.0% | 243 | +744 | 36.38% | Q1 2026 | Apr 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 2,788 | 708 | 0.01% | 0.01% | 241 | -31 | -1.1% | Q1 2026 | May 08, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Added to | 2,790 | 708 | 0.44% | 0.4% | 242 | +27 | 0.98% | Q1 2026 | May 12, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 2,738 | 697 | 0.45% | 0.39% | 244 | +350 | 14.66% | Q1 2026 | Apr 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 2,699 | 685 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,690 | 683 | 0.03% | 0.02% | 246 | +158 | 6.24% | Q1 2026 | Apr 20, 2026 |
| CFS Investment Advisory Services, LLC | History | New | 2,468 | 682 | 0.05% | — | 247 | +2,468 | New | Q1 2026 | Apr 29, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 2,644 | 671 | 0.09% | 0.09% | 248 | +10 | 0.38% | Q1 2026 | May 15, 2026 |
| Fiduciary Alliance LLC | History | Added to | 2,426 | 668 | 0.04% | 0.04% | 249 | +6 | 0.25% | Q1 2026 | Apr 20, 2026 |
| Addison Capital Co | History | No change | 2,628 | 667 | 0.12% | 0.16% | 250 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Q3 Asset Management | History | Added to | 2,574 | 653 | 0.16% | 0.09% | 251 | +979 | 61.38% | Q1 2026 | Apr 28, 2026 |
| Missouri Trust & Investment Co | History | No change | 2,570 | 652 | 0.19% | 0.18% | 252 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 2,564 | 651 | 0.02% | 0.02% | 253 | +70 | 2.81% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 2,548 | 647 | 0.02% | 0.02% | 254 | -44 | -1.7% | Q1 2026 | May 13, 2026 |
| CAP Partners, LLC | History | Added to | 2,547 | 646 | 0.36% | 0.23% | 255 | +847 | 49.82% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,542 | 645 | 0.01% | 0.01% | 256 | +518 | 25.59% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 2,526 | 641 | 0.01% | 0.01% | 257 | +413 | 19.55% | Q1 2026 | May 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 2,500 | 634 | 0.0% | 0.0% | 258 | -18 | -0.71% | Q1 2026 | May 08, 2026 |
| Somerset Trust Co | History | Reduced | 2,496 | 633 | 0.19% | 0.19% | 259 | -16 | -0.64% | Q1 2026 | Apr 02, 2026 |
| Kovack Advisors, Inc. | History | Added to | 2,428 | 630 | 0.03% | 0.03% | 260 | +74 | 3.14% | Q1 2026 | May 12, 2026 |
| Connective Capital Management, LLC | History | New | 2,480 | 629 | 0.52% | — | 261 | +2,480 | New | Q1 2026 | May 12, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 2,473 | 628 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| October Effect Ltd | History | Reduced | 2,444 | 620 | 0.71% | 0.68% | 263 | -105 | -4.12% | Q1 2026 | Apr 21, 2026 |
| Arkadios Wealth Advisors | History | Added to | 2,439 | 619 | 0.01% | 0.01% | 264 | +110 | 4.72% | Q1 2026 | May 18, 2026 |
| Tempo Wealth, LLC | History | Added to | 2,393 | 607 | 0.11% | 0.08% | 265 | +634 | 36.04% | Q1 2026 | May 14, 2026 |
| Greenline Wealth Management LLC | History | New | 2,363 | 600 | 0.69% | — | 266 | +2,363 | New | Q1 2026 | May 14, 2026 |
| Portfolio Strategies, Inc. | History | New | 2,322 | 589 | 0.07% | — | 268 | +2,322 | New | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 2,322 | 589 | 0.04% | 0.04% | 267 | +45 | 1.98% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Added to | 2,316 | 588 | 0.0% | 0.0% | 269 | +11 | 0.48% | Q1 2026 | May 15, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 2,312 | 587 | 0.25% | 0.25% | 270 | -82 | -3.43% | Q1 2026 | Apr 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,295 | 582 | 0.0% | 0.0% | 271 | -1,292 | -36.02% | Q1 2026 | Apr 29, 2026 |
| Rubicon Advisors, GP | History | Added to | 2,283 | 579 | 0.5% | 0.31% | 272 | +896 | 64.6% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,263 | 574 | 0.0% | 0.0% | 273 | +80 | 3.66% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 2,242 | 569 | 0.02% | — | 274 | +2,242 | New | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 2,341 | 564 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Certified Advisory Corp | History | Added to | 2,200 | 558 | 0.05% | 0.05% | 276 | +55 | 2.56% | Q1 2026 | Apr 17, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 2,168 | 550 | 0.05% | 0.05% | 277 | +60 | 2.85% | Q1 2026 | Apr 15, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 2,165 | 549 | 0.08% | 0.08% | 278 | -4 | -0.18% | Q1 2026 | Apr 24, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 2,160 | 548 | 0.09% | 0.09% | 279 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CHOREO, LLC | History | Added to | 2,146 | 545 | 0.01% | 0.01% | 280 | +82 | 3.97% | Q1 2026 | May 12, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 2,140 | 543 | 0.1% | 0.1% | 281 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 2,115 | 537 | 0.25% | 0.24% | 282 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,093 | 531 | 0.1% | 0.09% | 283 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 2,034 | 516 | 0.02% | 0.02% | 284 | -317 | -13.48% | Q1 2026 | May 04, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 2,015 | 512 | 0.01% | 0.01% | 285 | -155 | -7.14% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 2,014 | 511 | 0.06% | 0.07% | 286 | -385 | -16.05% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 2,009 | 510 | 0.0% | 0.0% | 287 | +32 | 1.62% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 2,000 | 507 | 0.0% | — | 289 | +2,000 | New | Q1 2026 | May 15, 2026 |
| Sage Capital Advisors,llc | History | No change | 2,000 | 507 | 0.12% | 0.11% | 288 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 1,983 | 503 | 0.03% | 0.03% | 290 | -14 | -0.7% | Q1 2026 | Apr 29, 2026 |
| Vann Equity Management LLC | History | New | 1,979 | 502 | 0.36% | — | 291 | +1,979 | New | Q1 2026 | May 08, 2026 |
| Sonoma Allocations LLC | History | Added to | 1,924 | 499 | 0.17% | 0.14% | 292 | +372 | 23.97% | Q1 2026 | May 19, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 1,964 | 498 | 0.06% | 0.05% | 293 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Crews Bank & Trust | History | Reduced | 1,939 | 492 | 0.07% | 0.07% | 294 | -40 | -2.02% | Q1 2026 | May 13, 2026 |
| Fort Sheridan Advisors LLC | History | New | 1,929 | 489 | 0.06% | — | 295 | +1,929 | New | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,918 | 487 | 0.01% | 0.03% | 297 | -2,785 | -59.22% | Q1 2026 | May 11, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | New | 1,919 | 487 | 0.21% | — | 298 | +1,919 | New | Q1 2026 | Apr 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 1,920 | 487 | 0.01% | 0.0% | 296 | +470 | 32.41% | Q1 2026 | Apr 20, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 1,891 | 480 | 0.08% | 0.04% | 299 | +1,019 | 116.86% | Q1 2026 | Apr 30, 2026 |
| Sovran Advisors, LLC | History | New | 1,852 | 479 | 0.04% | — | 300 | +1,852 | New | Q1 2026 | May 01, 2026 |