SPDR SERIES TRUST - XSD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 247,248 | 80,632 | 0.02% | 0.02% | 1 | +3,593 | 1.47% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 162,655 | 53,045 | 0.0% | 0.0% | 2 | +9,283 | 6.05% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 86,691 | 28,271 | 0.01% | 0.01% | 3 | -768 | -0.88% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 81,779 | 26,669 | 0.0% | 0.0% | 4 | -1,622 | -1.94% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 73,344 | 23,919 | 0.01% | 0.01% | 5 | -4,750 | -6.08% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 70,546 | 23,006 | 0.01% | 0.0% | 6 | +30,652 | 76.83% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 53,556 | 17,465 | 0.24% | 0.11% | 7 | +28,839 | 116.68% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 52,841 | 17,232 | 0.0% | 0.0% | 8 | -6,952 | -11.63% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 52,303 | 17,057 | 0.0% | 0.0% | 9 | -4,136 | -7.33% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 50,967 | 16,621 | 0.0% | 0.0% | 10 | +3,373 | 7.09% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 50,361 | 16,423 | 0.01% | 0.0% | 11 | +25,086 | 99.25% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 34,808 | 11,355 | 0.02% | 0.02% | 12 | +2,382 | 7.35% | Q1 2026 | May 15, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 34,465 | 11,239 | 1.27% | 1.36% | 13 | -5,084 | -12.85% | Q1 2026 | Apr 28, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 33,438 | 10,904 | 2.14% | 2.15% | 14 | -865 | -2.52% | Q1 2026 | Apr 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 32,269 | 10,523 | 0.01% | 0.01% | 15 | -413 | -1.26% | Q1 2026 | May 13, 2026 |
| MGB Wealth Management, LLC | History | No change | 31,571 | 10,157 | 2.91% | 2.91% | 16 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 28,541 | 9,308 | 0.32% | 0.31% | 17 | +775 | 2.79% | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 26,453 | 8,627 | 0.0% | 0.0% | 18 | +10,336 | 64.13% | Q1 2026 | May 15, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 26,294 | 8,574 | 0.48% | 0.46% | 19 | -567 | -2.11% | Q1 2026 | Apr 29, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 24,482 | 7,984 | 1.53% | 1.5% | 20 | +152 | 0.62% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 23,838 | 7,774 | 0.02% | 0.02% | 21 | +1,116 | 4.91% | Q1 2026 | Apr 22, 2026 |
| CacheTech Inc. | History | Reduced | 23,723 | 7,736 | 1.49% | 1.44% | 22 | -523 | -2.16% | Q1 2026 | May 11, 2026 |
| Adams Wealth Management | History | Reduced | 22,683 | 7,397 | 1.62% | 1.6% | 23 | -665 | -2.85% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 21,291 | 6,943 | 0.0% | 0.0% | 24 | -1,215 | -5.4% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 21,039 | 6,861 | 0.02% | 0.02% | 25 | -3,698 | -14.95% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 21,013 | 6,853 | 0.01% | 0.01% | 26 | -562 | -2.6% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 19,233 | 6,272 | 0.0% | 0.0% | 27 | -2,633 | -12.04% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 18,682 | 6,092 | 0.0% | 0.0% | 28 | +403 | 2.2% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 18,422 | 6,007 | 0.01% | 0.01% | 29 | -908 | -4.7% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,117 | 5,256 | 0.01% | 0.01% | 30 | +857 | 5.62% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Reduced | 14,241 | 4,644 | 0.0% | 0.01% | 31 | -271 | -1.87% | Q1 2026 | May 05, 2026 |
| ALTFEST L J & CO INC | History | New | 13,962 | 4,553 | 0.49% | — | 32 | +13,962 | New | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Added to | 13,045 | 4,254 | 0.0% | 0.0% | 33 | +1,689 | 14.87% | Q1 2026 | May 13, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 11,369 | 3,707 | 1.67% | 1.82% | 34 | +40 | 0.35% | Q1 2026 | Apr 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 10,835 | 3,533 | 0.2% | 0.2% | 35 | -221 | -2.0% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,831 | 3,206 | 0.0% | 0.0% | 36 | -1 | -0.01% | Q1 2026 | Apr 27, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 9,086 | 2,963 | 2.25% | 2.18% | 37 | -383 | -4.04% | Q1 2026 | May 08, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 8,701 | 2,837 | 1.28% | 0.11% | 38 | +7,841 | 911.74% | Q1 2026 | Apr 23, 2026 |
| Yarbrough Capital, LLC | History | No change | 7,096 | 2,314 | 0.08% | 0.07% | 39 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 6,864 | 2,238 | 0.67% | 0.73% | 40 | -684 | -9.06% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,995 | 2,232 | 0.0% | 0.0% | 41 | +395 | 5.98% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 6,375 | 2,079 | 0.0% | 0.0% | 42 | +99 | 1.58% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 5,964 | 1,944 | 0.05% | 0.05% | 43 | -306 | -4.88% | Q1 2026 | Apr 21, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 5,767 | 1,880 | 0.27% | 0.26% | 44 | +150 | 2.67% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,732 | 1,869 | 0.0% | 0.0% | 45 | +2,136 | 59.4% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,500 | 1,793 | 0.0% | 0.0% | 46 | -20,900 | -79.17% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 4,036 | 1,779 | 0.04% | 0.04% | 47 | +1 | 0.02% | Q1 2026 | May 04, 2026 |
| Warner Group LLC | History | Added to | 5,308 | 1,731 | 1.13% | 0.61% | 48 | +2,218 | 71.78% | Q1 2026 | Apr 29, 2026 |
| Sharper & Granite LLC | History | Reduced | 5,240 | 1,708 | 0.58% | 0.61% | 49 | -165 | -3.05% | Q1 2026 | Apr 08, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 4,952 | 1,615 | 0.05% | 0.06% | 50 | -258 | -4.95% | Q1 2026 | May 06, 2026 |
| Belvedere Trading LLC | History | Added to | 4,765 | 1,553 | 0.0% | 0.0% | 51 | +2,165 | 83.27% | Q1 2026 | May 12, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 4,091 | 1,470 | 0.21% | 0.19% | 52 | -60 | -1.45% | Q1 2026 | Apr 13, 2026 |
| CITIGROUP INC | History | Added to | 4,366 | 1,423 | 0.0% | 0.0% | 53 | +414 | 10.48% | Q1 2026 | May 11, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | New | 4,400 | 1,386 | 1.6% | — | 54 | +4,400 | New | Q1 2026 | Apr 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,244 | 1,384 | 0.04% | 0.01% | 55 | +2,444 | 135.78% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 3,810 | 1,242 | 0.02% | 0.02% | 56 | -324 | -7.84% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,756 | 1,224 | 0.0% | 0.0% | 57 | -39 | -1.03% | Q1 2026 | May 07, 2026 |
| Sovran Advisors, LLC | History | Added to | 2,491 | 1,215 | 0.1% | 0.07% | 58 | +120 | 5.06% | Q1 2026 | May 01, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,632 | 1,184 | 0.01% | 0.01% | 59 | -665 | -15.48% | Q1 2026 | Apr 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,577 | 1,166 | 0.01% | 0.01% | 60 | -1,532 | -29.99% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 3,566 | 1,163 | 0.0% | 0.0% | 61 | +192 | 5.69% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 3,533 | 1,152 | 0.01% | 0.01% | 62 | -215 | -5.74% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 3,527 | 1,150 | 0.07% | 0.07% | 63 | +37 | 1.06% | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | Added to | 3,510 | 1,144 | 0.01% | 0.01% | 64 | +66 | 1.92% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,286 | 1,106 | 0.0% | 0.0% | 65 | +42 | 1.29% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Wealth | History | Reduced | 3,242 | 1,057 | 0.0% | 0.0% | 66 | -1 | -0.03% | Q1 2026 | May 14, 2026 |
| Global Financial Private Client, LLC | History | Added to | 3,217 | 1,049 | 0.34% | 0.35% | 67 | +147 | 4.79% | Q1 2026 | Apr 20, 2026 |
| One Capital Management, LLC | History | New | 3,126 | 1,019 | 0.03% | — | 68 | +3,126 | New | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 3,073 | 1,002 | 0.02% | 0.02% | 69 | +168 | 5.78% | Q1 2026 | Apr 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 3,060 | 997 | 0.01% | 0.01% | 70 | +2 | 0.07% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,047 | 993 | 0.0% | 0.0% | 71 | +292 | 10.6% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,026 | 986 | 0.0% | 0.0% | 72 | +2,004 | 196.09% | Q1 2026 | May 15, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 2,937 | 957 | 0.2% | 0.22% | 73 | -570 | -16.25% | Q1 2026 | Apr 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,920 | 952 | 0.01% | 0.01% | 74 | -1,702 | -36.82% | Q1 2026 | May 05, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 2,785 | 908 | 0.08% | 0.08% | 75 | +191 | 7.36% | Q1 2026 | May 04, 2026 |
| Kaizen Financial Strategies | History | Added to | 2,110 | 852 | 0.36% | 0.28% | 76 | +100 | 4.98% | Q1 2026 | May 01, 2026 |
| Rathbones Group PLC | History | No change | 2,568 | 837 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 2,566 | 836 | 0.02% | 0.02% | 78 | -108 | -4.04% | Q1 2026 | May 15, 2026 |
| Bawa N Mallick Trust | History | No change | 2,500 | 815 | 0.33% | 0.3% | 79 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,544 | 778 | 0.0% | 0.0% | 80 | -1 | -0.04% | Q1 2026 | May 13, 2026 |
| Junk Investment Group, LLC | History | New | 2,379 | 775 | 0.41% | — | 81 | +2,379 | New | Q1 2026 | May 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 2,375 | 774 | 0.01% | 0.01% | 82 | -72 | -2.94% | Q1 2026 | Apr 28, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 2,370 | 772 | 0.13% | 0.13% | 83 | -220 | -8.49% | Q1 2026 | Apr 24, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 2,337 | 762 | 0.17% | 0.17% | 84 | +1 | 0.04% | Q1 2026 | Apr 27, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,160 | 704 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Odyssey Capital Advisors, Inc. | History | No change | 2,086 | 680 | 0.61% | 0.6% | 86 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| EJMK Ventures LLC | History | Reduced | 2,043 | 666 | 0.37% | 0.47% | 87 | -352 | -14.7% | Q1 2026 | Apr 24, 2026 |
| M3 Advisory Group, LLC | History | Added to | 2,017 | 657 | 0.4% | 0.39% | 88 | +18 | 0.9% | Q1 2026 | Apr 22, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 2,000 | 652 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 1,911 | 623 | 0.47% | 0.51% | 90 | -151 | -7.32% | Q1 2026 | Apr 30, 2026 |
| SFI Advisors, LLC | History | Reduced | 1,856 | 605 | 0.64% | 0.68% | 91 | -1,456 | -43.96% | Q1 2026 | May 05, 2026 |
| AGP FRANKLIN, LLC | History | No change | 1,815 | 591 | 0.3% | 0.27% | 92 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 1,794 | 585 | 0.02% | 0.03% | 94 | +843 | 88.64% | Q1 2026 | May 15, 2026 |
| CHEMUNG CANAL TRUST CO | History | Reduced | 1,794 | 585 | 0.12% | 0.12% | 93 | -77 | -4.12% | Q1 2026 | Apr 22, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 1,752 | 571 | 0.07% | 0.07% | 95 | -44 | -2.45% | Q1 2026 | Apr 21, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 1,751 | 570 | 0.11% | 0.09% | 97 | +1 | 0.06% | Q1 2026 | May 20, 2026 |
| Manchester Capital Management LLC | History | No change | 1,750 | 570 | 0.08% | 0.08% | 96 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 1,078 | 565 | 0.2% | 0.17% | 98 | -119 | -9.94% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,633 | 542 | 0.01% | 0.01% | 100 | +95 | 6.18% | Q1 2026 | Apr 07, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 1,662 | 542 | 0.18% | 0.17% | 99 | +90 | 5.73% | Q1 2026 | Apr 14, 2026 |
| Biltmore Family Office, LLC | History | No change | 1,650 | 538 | 0.08% | 0.07% | 101 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,643 | 537 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Safe Harbor Fiduciary, LLC | History | Added to | 1,551 | 505 | 0.48% | 0.44% | 103 | +9 | 0.58% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 1,540 | 502 | 0.08% | 0.06% | 104 | +265 | 20.78% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 1,515 | 493 | 0.02% | 0.02% | 105 | -22 | -1.43% | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 1,491 | 486 | 0.01% | 0.01% | 106 | +60 | 4.19% | Q1 2026 | Apr 20, 2026 |
| Modera Wealth Management, LLC | History | Added to | 1,459 | 475 | 0.01% | 0.01% | 107 | +2 | 0.14% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,436 | 468 | 0.0% | 0.0% | 108 | -47 | -3.17% | Q1 2026 | Apr 24, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 1,403 | 458 | 0.01% | 0.01% | 109 | -36 | -2.5% | Q1 2026 | Apr 21, 2026 |
| Quantinno Capital Management LP | History | No change | 1,406 | 458 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 1,402 | 457 | 0.0% | 0.0% | 111 | +182 | 14.92% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 1,391 | 453 | 0.02% | — | 113 | +1,391 | New | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,391 | 453 | 0.24% | 0.26% | 112 | -80 | -5.44% | Q1 2026 | May 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 1,380 | 450 | 0.17% | 0.16% | 114 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ruggiero Investments, Inc. | History | Reduced | 1,376 | 448 | 0.43% | 0.41% | 115 | -43 | -3.03% | Q1 2026 | May 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,370 | 447 | 0.02% | 0.03% | 116 | -658 | -32.45% | Q1 2026 | May 18, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,366 | 445 | 0.0% | 0.0% | 117 | +573 | 72.26% | Q1 2026 | May 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,352 | 440 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 1,250 | 407 | 0.15% | 0.15% | 119 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 1,145 | 373 | 0.23% | 0.22% | 120 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,136 | 370 | 0.0% | 0.0% | 121 | -14 | -1.22% | Q1 2026 | May 15, 2026 |
| Concentrum Wealth Management | History | No change | 1,130 | 368 | 0.11% | 0.1% | 122 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 1,109 | 361 | 0.0% | 0.0% | 123 | -43 | -3.73% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 1,085 | 353 | 0.0% | 0.01% | 124 | -1,437 | -56.98% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,059 | 345 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| High Point Wealth Management, LLC | History | Added to | 1,053 | 343 | 0.33% | 0.31% | 126 | +16 | 1.54% | Q1 2026 | Apr 08, 2026 |
| Aspen Investment Management Inc | History | Added to | 1,035 | 337 | 0.1% | 0.1% | 127 | +1 | 0.1% | Q1 2026 | Apr 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 1,013 | 336 | 0.02% | 0.02% | 129 | -110 | -9.8% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,047 | 336 | 0.0% | 0.0% | 128 | +25 | 2.45% | Q1 2026 | May 15, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 1,015 | 331 | 0.09% | 0.05% | 130 | +78 | 8.32% | Q1 2026 | Apr 16, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 991 | 323 | 0.02% | 0.02% | 131 | -30 | -2.94% | Q1 2026 | May 14, 2026 |
| HANOVER ADVISORS INC | History | New | 985 | 321 | 0.13% | — | 132 | +985 | New | Q1 2026 | May 07, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 976 | 318 | 0.0% | 0.0% | 133 | +26 | 2.74% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 969 | 316 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clearwave Capital, LLC | History | Added to | 951 | 310 | 0.21% | 0.23% | 135 | +1 | 0.11% | Q1 2026 | Apr 29, 2026 |
| VICUS CAPITAL | History | Reduced | 948 | 309 | 0.02% | 0.33% | 136 | -12,866 | -93.14% | Q1 2026 | Apr 22, 2026 |
| JERICHO FINANCIAL, LLP | History | Added to | 935 | 305 | 0.19% | 0.18% | 137 | +8 | 0.86% | Q1 2026 | Apr 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 913 | 303 | 0.02% | 0.02% | 138 | +1 | 0.11% | Q1 2026 | May 01, 2026 |
| NORTHERN TRUST CORP | History | No change | 922 | 300 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 919 | 299 | 0.0% | 0.0% | 140 | -250 | -21.39% | Q1 2026 | May 01, 2026 |
| Cresset Asset Management, LLC | History | No change | 911 | 297 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 910 | 296 | 0.0% | 0.0% | 142 | -165 | -15.35% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 903 | 294 | 0.0% | 0.0% | 143 | -123 | -11.99% | Q1 2026 | Apr 23, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 900 | 293 | 0.08% | 0.09% | 144 | -112 | -11.07% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 901 | 293 | 0.01% | 0.01% | 145 | -48 | -5.06% | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 897 | 292 | 0.0% | — | 147 | +897 | New | Q1 2026 | May 15, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 898 | 292 | 0.06% | 0.06% | 146 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | New | 893 | 291 | 0.0% | — | 148 | +893 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 804 | 267 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PSI Advisors, LLC | History | Added to | 814 | 265 | 0.06% | 0.06% | 150 | +43 | 5.58% | Q1 2026 | May 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 807 | 263 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 812 | 261 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Argent Trust Co | History | Reduced | 800 | 260 | 0.01% | 0.02% | 153 | -1,000 | -55.56% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 791 | 257 | 0.0% | 0.01% | 154 | -813 | -50.69% | Q1 2026 | Apr 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 760 | 247 | 0.01% | — | 155 | +760 | New | Q1 2026 | Apr 23, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 746 | 243 | 0.0% | 0.0% | 156 | +1 | 0.13% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | Added to | 744 | 242 | 0.04% | 0.04% | 157 | +35 | 4.94% | Q1 2026 | May 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 738 | 240 | 0.0% | 0.0% | 158 | -16 | -2.12% | Q1 2026 | May 14, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 706 | 230 | 0.01% | 0.01% | 159 | -13 | -1.81% | Q1 2026 | May 14, 2026 |
| Fullerton Advisors, LLC | History | Added to | 708 | 230 | 0.24% | 0.23% | 160 | +1 | 0.14% | Q1 2026 | Apr 21, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 694 | 226 | 0.08% | 0.08% | 161 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| RFP Financial Group LLC | History | Added to | 680 | 221 | 0.12% | 0.1% | 164 | +40 | 6.25% | Q1 2026 | May 13, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 679 | 221 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 680 | 221 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 660 | 215 | 0.0% | 0.0% | 165 | -35 | -5.04% | Q1 2026 | May 12, 2026 |
| KINTRA WEALTH, LLC | History | New | 652 | 212 | 0.01% | — | 166 | +652 | New | Q1 2026 | May 15, 2026 |
| American State Bank (Iowa) | History | Reduced | 649 | 211 | 0.1% | 0.14% | 167 | -233 | -26.42% | Q1 2026 | Apr 14, 2026 |
| RFG Advisory, LLC | History | New | 639 | 208 | 0.0% | — | 168 | +639 | New | Q1 2026 | Apr 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | New | 616 | 201 | 0.02% | — | 169 | +616 | New | Q1 2026 | Apr 22, 2026 |
| Perigon Wealth Management, LLC | History | New | 616 | 200 | 0.0% | — | 170 | +616 | New | Q1 2026 | Apr 10, 2026 |
| Total Wealth Planning & Management, Inc. | History | New | 616 | 200 | 0.15% | — | 171 | +616 | New | Q1 2026 | May 05, 2026 |
| Bank of New Hampshire | History | No change | 605 | 197 | 0.05% | 0.04% | 172 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| North Star Investment Management Corp. | History | No change | 550 | 179 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Russell Investments Group, Ltd. | History | No change | 472 | 153 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 464 | 151 | 0.0% | — | 175 | +464 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 466 | 149 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Added to | 451 | 147 | 0.0% | 0.0% | 177 | +45 | 11.08% | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 450 | 146 | 0.02% | 0.02% | 178 | -12 | -2.6% | Q1 2026 | Apr 28, 2026 |
| Bogart Wealth, LLC | History | No change | 447 | 145 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 443 | 144 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 433 | 141 | 0.01% | 0.01% | 181 | -434 | -50.06% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Added to | 424 | 138 | 0.0% | 0.0% | 182 | +92 | 27.71% | Q1 2026 | May 13, 2026 |
| Collier Financial | History | Added to | 404 | 131 | 0.1% | 0.1% | 183 | +1 | 0.25% | Q1 2026 | May 11, 2026 |
| DAGCO, INC. | History | New | 400 | 130 | 0.03% | — | 185 | +400 | New | Q1 2026 | Apr 20, 2026 |
| Miller Capital Partners, Inc. | History | Added to | 399 | 130 | 0.06% | 0.05% | 184 | +60 | 17.7% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 353 | 115 | 0.0% | 0.0% | 186 | +89 | 33.71% | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 329 | 107 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Acropolis Investment Management, LLC | History | New | 325 | 105 | 0.0% | — | 188 | +325 | New | Q1 2026 | Apr 09, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 320 | 104 | 0.0% | 0.0% | 189 | +40 | 14.29% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 318 | 103 | 0.0% | 0.0% | 190 | +12 | 3.92% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | No change | 300 | 97 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | No change | 292 | 95 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BARCLAYS PLC | History | No change | 250 | 81 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 248 | 80 | 0.01% | — | 195 | +248 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 248 | 80 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 192 | 62 | 0.04% | 0.05% | 196 | -57 | -22.89% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 188 | 61 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Western Wealth Management, LLC | History | New | 187 | 60 | 0.0% | — | 198 | +187 | New | Q1 2026 | May 19, 2026 |
| ASSETMARK, INC | History | No change | 178 | 58 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 162 | 52 | 0.0% | 0.0% | 200 | -135 | -45.45% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | No change | 159 | 51 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 150 | 48 | 0.0% | 0.01% | 203 | -42 | -21.88% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | No change | 150 | 48 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 129 | 42 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 117 | 38 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 110 | 36 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 110 | 35 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 105 | 34 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 97 | 31 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Align Financial, LLC | History | Reduced | 90 | 29 | 0.02% | 0.02% | 212 | -28,854 | -99.69% | Q1 2026 | May 08, 2026 |
| Rice Partnership, LLC | History | No change | 90 | 29 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Copia Wealth Management | History | No change | 90 | 29 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Reduced | 88 | 28 | 0.0% | 0.0% | 213 | -1,476 | -94.37% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 88 | 28 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 88 | 28 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 87 | 28 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 83 | 27 | 0.08% | 0.07% | 217 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 80 | 26 | 0.0% | — | 219 | +80 | New | Q1 2026 | Apr 27, 2026 |
| Root Financial Partners, LLC | History | Reduced | 80 | 26 | 0.0% | 0.0% | 218 | -40 | -33.33% | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 68 | 22 | 0.0% | 0.0% | 220 | +64 | 1600.0% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 65 | 21 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 57 | 18 | 0.01% | — | 224 | +57 | New | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 58 | 18 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kingdom Financial Group LLC. | History | No change | 57 | 18 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 51 | 16 | 0.0% | 0.0% | 225 | -67 | -56.78% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 50 | 16 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Crews Bank & Trust | History | No change | 50 | 16 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 44 | 14 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 40 | 13 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 41 | 13 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 40 | 13 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 38 | 12 | 0.0% | — | 232 | +38 | New | Q1 2026 | Apr 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 37 | 12 | 0.0% | — | 233 | +37 | New | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 36 | 11 | 0.0% | 0.0% | 234 | -5 | -12.2% | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | No change | 34 | 11 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 30 | 9 | 0.0% | — | 238 | +30 | New | Q1 2026 | May 05, 2026 |
| Hanson & Doremus Investment Management | History | No change | 29 | 9 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SWAN Capital LLC | History | No change | 30 | 9 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 25 | 8 | 0.0% | 0.01% | 240 | -100 | -80.0% | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 25 | 8 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 15 | 4 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Triumph Capital Management | History | No change | 13 | 4 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 10 | 3 | 0.0% | — | 243 | +10 | New | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 6 | 1 | 0.0% | — | 248 | +6 | New | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | No change | 5 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Providence Capital Advisors, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 6 | 1 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Bulwark Capital Corp | History | No change | 6 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,441 | -100.0% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,062 | -100.0% | Q1 2026 | May 14, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -3,751 | -100.0% | Q1 2026 | May 01, 2026 |
| Soltis Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,118 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,831 | -100.0% | Q1 2026 | May 15, 2026 |
| Tradewinds, LLC. | History | Closed out | 0 | 0 | — | 0.1% | — | -1,244 | -100.0% | Q1 2026 | May 04, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,216 | -100.0% | Q1 2026 | May 20, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -824 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -741 | -100.0% | Q1 2026 | Apr 16, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -643 | -100.0% | Q1 2026 | May 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -624 | -100.0% | Q1 2026 | May 04, 2026 |
| Miller Global Investments, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -335 | -100.0% | Q1 2026 | Apr 06, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -315 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -296 | -100.0% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q1 2026 | May 06, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -106 | -100.0% | Q1 2026 | May 15, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | May 04, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| GAMMA Investing LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Planning Project LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |