iSHARES TRUST - AOA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | History | Added to | 556,687 | 49,261 | 0.09% | 0.09% | 1 | +2,864 | 0.52% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 311,488 | 27,563 | 0.01% | 0.01% | 2 | +45,073 | 16.92% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Added to | 244,856 | 21,667 | 0.04% | 0.04% | 3 | +5,036 | 2.1% | Q1 2026 | May 06, 2026 |
| Ellenbecker Investment Group | History | Added to | 216,273 | 19,138 | 2.58% | 2.23% | 4 | +38,419 | 21.6% | Q1 2026 | Apr 23, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 209,260 | 18,517 | 9.01% | 8.91% | 5 | +17,297 | 9.01% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 194,664 | 17,225 | 0.0% | 0.0% | 6 | -51,724 | -20.99% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 176,150 | 15,587 | 0.19% | 0.21% | 7 | -3,757 | -2.09% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 171,267 | 15,155 | 0.0% | 0.0% | 8 | +31,263 | 22.33% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 152,290 | 13,476 | 0.22% | 0.28% | 9 | -2,612 | -1.69% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 150,170 | 13,289 | 0.03% | 0.04% | 10 | -1,581 | -1.04% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Added to | 138,998 | 12,299 | 0.09% | 0.1% | 11 | +4,559 | 3.39% | Q1 2026 | May 15, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 126,421 | 11,187 | 0.68% | 0.69% | 12 | +1,597 | 1.28% | Q1 2026 | May 14, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 112,097 | 9,919 | 1.18% | 1.13% | 13 | +4,791 | 4.46% | Q1 2026 | Apr 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 107,144 | 9,481 | 0.0% | 0.0% | 14 | -18,489 | -14.72% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 106,172 | 9,395 | 0.02% | 0.02% | 15 | +9,861 | 10.24% | Q1 2026 | May 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 96,306 | 8,522 | 0.11% | 0.1% | 16 | +4,052 | 4.39% | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | Added to | 85,035 | 7,524 | 0.27% | 0.32% | 17 | +7,211 | 9.27% | Q1 2026 | May 19, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 82,575 | 7,307 | 0.33% | 0.3% | 18 | +7,120 | 9.44% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 74,814 | 6,620 | 0.01% | 0.01% | 19 | +2,516 | 3.48% | Q1 2026 | Apr 27, 2026 |
| Legacy Financial Group LLC | History | Reduced | 74,362 | 6,580 | 0.83% | 0.85% | 20 | -691 | -0.92% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 71,786 | 6,352 | 0.0% | 0.0% | 21 | -69,044 | -49.03% | Q1 2026 | May 14, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 70,340 | 6,224 | 2.12% | 2.23% | 22 | +2,760 | 4.08% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 69,573 | 6,156 | 0.1% | 0.1% | 23 | +12,327 | 21.53% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 68,745 | 6,084 | 0.0% | 0.0% | 24 | +39,819 | 137.66% | Q1 2026 | May 15, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 62,888 | 5,564 | 0.77% | 0.79% | 25 | -551 | -0.87% | Q1 2026 | Apr 21, 2026 |
| Cetera Investment Advisers | History | Reduced | 61,971 | 5,483 | 0.01% | 0.01% | 26 | -1,742 | -2.73% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 61,562 | 5,447 | 0.05% | 0.07% | 27 | -406 | -0.66% | Q1 2026 | May 06, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 60,211 | 5,328 | 0.53% | 0.54% | 28 | -919 | -1.5% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Reduced | 59,909 | 5,301 | 0.19% | 0.21% | 29 | -2,503 | -4.01% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 59,700 | 5,145 | 0.0% | 0.0% | 30 | +7,675 | 14.75% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 55,434 | 4,908 | 0.01% | 0.01% | 31 | -13,329 | -19.38% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 54,835 | 4,852 | 0.02% | 0.04% | 32 | -48,616 | -46.99% | Q1 2026 | Apr 30, 2026 |
| Weaver Consulting Group | History | Added to | 54,280 | 4,803 | 1.14% | 1.0% | 33 | +8,825 | 19.41% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 50,120 | 4,435 | 1.11% | 1.31% | 34 | -6,219 | -11.04% | Q1 2026 | Apr 17, 2026 |
| Fort Henry Capital, LLC | History | Added to | 49,327 | 4,364 | 2.64% | 2.64% | 35 | +1,291 | 2.69% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 48,523 | 4,319 | 0.04% | 0.03% | 36 | +13,461 | 38.39% | Q1 2026 | Apr 07, 2026 |
| Strategic Blueprint, LLC | History | Added to | 46,379 | 4,104 | 0.24% | 0.15% | 37 | +18,272 | 65.01% | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | Reduced | 45,990 | 4,069 | 0.0% | 0.0% | 38 | -1,011 | -2.15% | Q1 2026 | May 05, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 44,938 | 3,976 | 0.12% | 0.12% | 39 | +2,164 | 5.06% | Q1 2026 | May 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 42,858 | 3,792 | 0.07% | 0.07% | 40 | -1,026 | -2.34% | Q1 2026 | Apr 20, 2026 |
| Mutual Advisors, LLC | History | Added to | 40,009 | 3,540 | 0.08% | 0.07% | 41 | +1,803 | 4.72% | Q1 2026 | May 01, 2026 |
| Westmount Partners, LLC | History | Added to | 37,232 | 3,294 | 0.81% | 0.81% | 42 | +872 | 2.4% | Q1 2026 | Apr 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 36,270 | 3,209 | 0.1% | 0.07% | 43 | +13,044 | 56.16% | Q1 2026 | Apr 08, 2026 |
| Allworth Financial LP | History | Added to | 34,057 | 3,013 | 0.01% | 0.01% | 44 | +719 | 2.16% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 33,912 | 3,000 | 0.0% | 0.0% | 45 | +3,139 | 10.2% | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 33,389 | 2,954 | 0.33% | 0.28% | 46 | +5,765 | 20.87% | Q1 2026 | Apr 15, 2026 |
| ODonnell Financial Services, LLC | History | Added to | 31,876 | 2,812 | 0.97% | 0.96% | 47 | +442 | 1.41% | Q1 2026 | May 07, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 30,994 | 2,742 | 0.49% | 0.5% | 48 | +48 | 0.16% | Q1 2026 | Apr 29, 2026 |
| EP Wealth Advisors, LLC | History | New | 30,634 | 2,710 | 0.01% | — | 49 | +30,634 | New | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 30,493 | 2,698 | 0.05% | 0.05% | 50 | +2,024 | 7.11% | Q1 2026 | Apr 10, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 28,659 | 2,536 | 1.03% | 1.26% | 51 | -7,522 | -20.79% | Q1 2026 | May 07, 2026 |
| Wealth Forward, LLC | History | Added to | 27,855 | 2,464 | 1.39% | 1.32% | 52 | +1,817 | 6.98% | Q1 2026 | May 04, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 27,842 | 2,463 | 0.28% | 0.3% | 53 | -792 | -2.77% | Q1 2026 | Apr 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 27,803 | 2,460 | 0.0% | 0.01% | 54 | -120,792 | -81.29% | Q1 2026 | May 12, 2026 |
| CX Institutional | History | Reduced | 27,477 | 2,431 | 0.07% | 0.25% | 55 | -66,943 | -70.9% | Q1 2026 | Apr 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 27,250 | 2,415 | 0.0% | 0.01% | 56 | -14,919 | -35.38% | Q1 2026 | Apr 08, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 27,262 | 2,412 | 0.03% | 0.03% | 57 | +1,571 | 6.11% | Q1 2026 | May 13, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 27,146 | 2,402 | 0.3% | 0.33% | 58 | -2,723 | -9.12% | Q1 2026 | Apr 10, 2026 |
| Somnio Financial Group, LLC | History | Added to | 26,125 | 2,311 | 1.52% | 1.51% | 59 | +588 | 2.3% | Q1 2026 | Apr 09, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 25,581 | 2,263 | 0.03% | 0.03% | 60 | +871 | 3.52% | Q1 2026 | Apr 09, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Reduced | 2,194,160 | 2,223 | 1.07% | 1.0% | 61 | -2 | 0.0% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 24,096 | 2,131 | 0.0% | 0.0% | 62 | +5,883 | 32.3% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 23,993 | 2,123 | 0.0% | 0.0% | 63 | +158 | 0.66% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 23,839 | 2,109 | 0.02% | 0.02% | 64 | +217 | 0.92% | Q1 2026 | Apr 16, 2026 |
| Madrid Financial Services | History | New | 23,759 | 2,102 | 1.24% | — | 65 | +23,759 | New | Q1 2026 | May 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 23,698 | 2,097 | 0.21% | 0.19% | 66 | +2,296 | 10.73% | Q1 2026 | Apr 27, 2026 |
| Worth Asset Management, LLC | History | Added to | 23,447 | 2,074 | 0.77% | 0.81% | 67 | +2,034 | 9.5% | Q1 2026 | Apr 17, 2026 |
| Creative Planning | History | Reduced | 23,021 | 2,037 | 0.0% | 0.0% | 68 | -5,520 | -19.34% | Q1 2026 | May 12, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 22,917 | 2,027 | 0.15% | 0.12% | 69 | +3,988 | 21.07% | Q1 2026 | Apr 23, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 22,899 | 2,026 | 0.78% | 0.91% | 70 | -3,038 | -11.71% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | Added to | 21,686 | 1,918 | 0.0% | 0.0% | 71 | +341 | 1.6% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 21,601 | 1,911 | 0.0% | 0.0% | 72 | +1,525 | 7.6% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 20,941 | 1,869 | 0.0% | 0.0% | 73 | +599 | 2.94% | Q1 2026 | May 15, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 20,322 | 1,820 | 0.39% | 0.39% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 20,561 | 1,819 | 0.08% | 0.09% | 75 | -601 | -2.84% | Q1 2026 | May 13, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 20,425 | 1,807 | 0.25% | 0.24% | 76 | +1,618 | 8.6% | Q1 2026 | May 13, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 20,204 | 1,787 | 0.48% | 0.51% | 77 | -33 | -0.16% | Q1 2026 | Apr 24, 2026 |
| Equitable Holdings, Inc. | History | Added to | 19,800 | 1,773 | 0.01% | 0.01% | 78 | +3,166 | 19.03% | Q1 2026 | May 15, 2026 |
| CGN Advisors LLC | History | Added to | 19,466 | 1,722 | 0.14% | 0.14% | 79 | +276 | 1.44% | Q1 2026 | Apr 13, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 19,119 | 1,691 | 0.08% | 0.08% | 80 | -191 | -0.99% | Q1 2026 | Apr 21, 2026 |
| Canal Capital Management, LLC | History | Reduced | 19,093 | 1,689 | 0.23% | 0.46% | 81 | -17,306 | -47.55% | Q1 2026 | Apr 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 19,024 | 1,683 | 0.02% | 0.01% | 82 | +2,731 | 16.76% | Q1 2026 | May 08, 2026 |
| Syverson Strege & Co | History | Reduced | 18,543 | 1,640 | 0.39% | 0.43% | 83 | -1,545 | -7.69% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 18,113 | 1,602 | 0.02% | 0.0% | 84 | +15,506 | 594.78% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 16,924 | 1,497 | 0.01% | 0.01% | 85 | +316 | 1.9% | Q1 2026 | Apr 24, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 16,793 | 1,486 | 0.24% | 0.27% | 86 | +542 | 3.34% | Q1 2026 | Apr 17, 2026 |
| Savant Capital, LLC | History | Added to | 16,756 | 1,482 | 0.01% | 0.01% | 87 | +6,204 | 58.79% | Q1 2026 | May 04, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 16,664 | 1,474 | 0.34% | 0.33% | 88 | +595 | 3.7% | Q1 2026 | Apr 28, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 16,537 | 1,463 | 0.9% | 1.04% | 90 | -4,795 | -22.48% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 16,536 | 1,463 | 0.02% | 0.01% | 89 | +3,931 | 31.19% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 16,442 | 1,454 | 0.02% | 0.02% | 91 | +1,117 | 7.29% | Q1 2026 | May 15, 2026 |
| MOR Wealth Management, LLC | History | Added to | 15,968 | 1,413 | 0.65% | 0.63% | 92 | +474 | 3.06% | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 15,832 | 1,400 | 0.0% | 0.0% | 93 | +11,086 | 233.59% | Q1 2026 | May 07, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 15,453 | 1,367 | 0.24% | 0.24% | 94 | +7 | 0.05% | Q1 2026 | Apr 17, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 15,290 | 1,352 | 0.15% | 0.15% | 95 | +548 | 3.72% | Q1 2026 | May 11, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 15,145 | 1,340 | 0.49% | 0.49% | 96 | +318 | 2.14% | Q1 2026 | May 08, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 15,504 | 1,336 | 0.68% | — | 97 | +15,504 | New | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 14,624 | 1,291 | 0.01% | 0.01% | 98 | -103 | -0.7% | Q1 2026 | May 15, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 14,373 | 1,271 | 0.36% | 0.31% | 99 | -8,032 | -35.85% | Q1 2026 | Apr 24, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 14,366 | 1,271 | 0.02% | 0.02% | 100 | -9 | -0.06% | Q1 2026 | May 07, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 13,272 | 1,262 | 0.17% | 0.17% | 101 | +1,138 | 9.38% | Q1 2026 | May 06, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 14,009 | 1,239 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Rothschild Wealth LLC | History | Added to | 13,954 | 1,234 | 0.11% | 0.11% | 103 | +599 | 4.49% | Q1 2026 | May 06, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 13,812 | 1,222 | 0.55% | 0.51% | 104 | +395 | 2.94% | Q1 2026 | May 13, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 13,444 | 1,189 | 0.05% | 0.05% | 105 | +1,988 | 17.35% | Q1 2026 | May 14, 2026 |
| ASPIRIANT, LLC | History | Added to | 13,319 | 1,178 | 0.03% | 0.03% | 106 | +92 | 0.7% | Q1 2026 | May 12, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 12,561 | 1,150 | 0.08% | 0.08% | 107 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 12,991 | 1,149 | 0.01% | 0.0% | 108 | +8,642 | 198.71% | Q1 2026 | May 15, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 11,364 | 1,129 | 0.49% | 0.63% | 109 | -3,183 | -21.88% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 13,073 | 1,128 | 0.0% | 0.0% | 110 | +9,490 | 264.86% | Q1 2026 | May 15, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 12,647 | 1,119 | 0.12% | 0.12% | 111 | +169 | 1.35% | Q1 2026 | May 07, 2026 |
| NICOLET BANKSHARES INC | History | New | 12,554 | 1,117 | 0.04% | — | 112 | +12,554 | New | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 12,584 | 1,113 | 0.0% | — | 113 | +12,584 | New | Q1 2026 | May 15, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 12,234 | 1,082 | 0.16% | 0.23% | 114 | -4,086 | -25.04% | Q1 2026 | Apr 14, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Added to | 12,075 | 1,068 | 0.71% | 0.53% | 115 | +96 | 0.8% | Q1 2026 | May 14, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 11,974 | 1,059 | 0.24% | 0.29% | 116 | -2,332 | -16.3% | Q1 2026 | Apr 17, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 11,921 | 1,054 | 0.05% | 0.05% | 117 | +632 | 5.6% | Q1 2026 | Apr 09, 2026 |
| Focus Partners Wealth | History | Added to | 11,686 | 1,053 | 0.0% | 0.0% | 118 | +47 | 0.4% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 11,801 | 1,044 | 0.0% | — | 119 | +11,801 | New | Q1 2026 | May 15, 2026 |
| ABLE Financial Group, LLC | History | Added to | 11,665 | 1,032 | 0.2% | 0.19% | 120 | +1,320 | 12.76% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 11,543 | 1,021 | 0.01% | 0.01% | 121 | -128 | -1.1% | Q1 2026 | Apr 20, 2026 |
| High Falls Advisors, Inc | History | No change | 11,013 | 986 | 0.2% | 0.2% | 122 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Diversified Trust Co | History | Reduced | 10,999 | 973 | 0.02% | 0.02% | 123 | -28 | -0.25% | Q1 2026 | Apr 16, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 10,909 | 965 | 0.25% | 0.27% | 124 | +85 | 0.79% | Q1 2026 | May 06, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 10,800 | 955 | 0.22% | 0.11% | 125 | +5,600 | 107.69% | Q1 2026 | Apr 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 10,220 | 955 | 0.02% | 0.02% | 126 | +5,102 | 99.69% | Q1 2026 | May 01, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 10,772 | 953 | 0.25% | 0.21% | 127 | +1,462 | 15.7% | Q1 2026 | May 08, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 10,724 | 948 | 0.08% | 0.08% | 128 | +155 | 1.47% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 10,692 | 946 | 0.0% | 0.0% | 129 | +530 | 5.22% | Q1 2026 | May 08, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 10,412 | 921 | 0.36% | 0.36% | 130 | +309 | 3.06% | Q1 2026 | May 04, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 10,406 | 920 | 0.07% | 0.07% | 131 | +834 | 8.71% | Q1 2026 | Apr 22, 2026 |
| Lido Advisors, LLC | History | Added to | 10,233 | 905 | 0.0% | 0.0% | 132 | +298 | 3.0% | Q1 2026 | May 13, 2026 |
| BCWM, LLC | History | Added to | 10,204 | 902 | 0.26% | 0.27% | 133 | +39 | 0.38% | Q1 2026 | May 14, 2026 |
| Clearview Wealth Management LLC | History | New | 10,185 | 901 | 0.64% | — | 134 | +10,185 | New | Q1 2026 | May 15, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 10,139 | 897 | 0.52% | 0.82% | 135 | -4,872 | -32.46% | Q1 2026 | Apr 24, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 10,081 | 892 | 0.27% | 0.44% | 136 | -6,282 | -38.39% | Q1 2026 | May 20, 2026 |
| FMR LLC | History | Added to | 9,946 | 880 | 0.0% | 0.0% | 137 | +884 | 9.76% | Q1 2026 | May 15, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 9,955 | 880 | 0.19% | 0.18% | 138 | +658 | 7.08% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 9,883 | 874 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 9,589 | 848 | 0.16% | 0.13% | 140 | +5 | 0.05% | Q1 2026 | May 11, 2026 |
| GEN Financial Management, INC. | History | Reduced | 9,475 | 838 | 0.52% | 0.55% | 141 | -239 | -2.46% | Q1 2026 | Apr 16, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 9,036 | 799 | 0.01% | 0.0% | 142 | +2,148 | 31.18% | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 9,023 | 798 | 0.02% | 0.02% | 143 | +347 | 4.0% | Q1 2026 | Apr 09, 2026 |
| Maia Wealth LLC | History | Reduced | 9,013 | 797 | 0.13% | 0.15% | 144 | -336 | -3.59% | Q1 2026 | May 08, 2026 |
| HighPoint Advisor Group LLC | History | New | 8,957 | 792 | 0.03% | — | 145 | +8,957 | New | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 8,913 | 788 | 0.02% | 0.02% | 146 | +605 | 7.28% | Q1 2026 | May 14, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 8,732 | 777 | 0.29% | 0.28% | 147 | +712 | 8.88% | Q1 2026 | Apr 29, 2026 |
| Modera Wealth Management, LLC | History | Added to | 8,765 | 775 | 0.01% | 0.01% | 148 | +2,302 | 35.62% | Q1 2026 | May 06, 2026 |
| Krilogy Financial LLC | History | Added to | 8,190 | 765 | 0.02% | 0.02% | 150 | +536 | 7.0% | Q1 2026 | Apr 17, 2026 |
| Wealthquest Corp | History | No change | 8,544 | 765 | 0.06% | 0.06% | 149 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 8,042 | 758 | 0.11% | 0.11% | 151 | +620 | 8.35% | Q1 2026 | May 11, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 8,494 | 751 | 0.28% | 0.27% | 152 | +164 | 1.97% | Q1 2026 | May 07, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 8,430 | 750 | 0.12% | 0.13% | 153 | -594 | -6.58% | Q1 2026 | Apr 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,429 | 745 | 0.0% | 0.0% | 155 | +1,091 | 14.87% | Q1 2026 | May 04, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 8,426 | 745 | 0.04% | 0.04% | 154 | +326 | 4.02% | Q1 2026 | May 06, 2026 |
| Orin Green Financial, LLC | History | Added to | 8,313 | 735 | 0.3% | 0.28% | 156 | +596 | 7.72% | Q1 2026 | Apr 29, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 8,206 | 726 | 0.14% | 0.11% | 158 | +2,437 | 42.24% | Q1 2026 | May 15, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 8,215 | 726 | 0.07% | 0.09% | 157 | -2,004 | -19.61% | Q1 2026 | May 15, 2026 |
| Marion Wealth Management | History | Added to | 8,082 | 715 | 0.16% | 0.16% | 159 | +400 | 5.21% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 7,853 | 694 | 0.0% | 0.0% | 160 | +85 | 1.09% | Q1 2026 | May 13, 2026 |
| Fidato Wealth LLC | History | Reduced | 7,821 | 692 | 0.45% | 0.46% | 161 | -304 | -3.74% | Q1 2026 | May 07, 2026 |
| Meridian Wealth Management, LLC | History | No change | 7,748 | 685 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Savvy Advisors, Inc. | History | Added to | 7,737 | 684 | 0.02% | 0.02% | 163 | +348 | 4.71% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 7,569 | 669 | 0.03% | 0.04% | 164 | -526 | -6.5% | Q1 2026 | Apr 17, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 7,547 | 667 | 0.19% | 0.21% | 165 | -82 | -1.07% | Q1 2026 | Apr 24, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 7,528 | 666 | 0.01% | 0.01% | 166 | +129 | 1.74% | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 6,995 | 658 | 0.01% | 0.01% | 167 | +1,369 | 24.33% | Q1 2026 | May 04, 2026 |
| Berman McAleer LLC | History | Reduced | 7,372 | 652 | 0.09% | 0.1% | 168 | -1,005 | -12.0% | Q1 2026 | Apr 17, 2026 |
| Plan Group Financial, LLC | History | Reduced | 7,354 | 650 | 0.15% | 0.19% | 169 | -898 | -10.88% | Q1 2026 | Apr 13, 2026 |
| Trilogy Capital Inc. | History | Reduced | 7,320 | 647 | 0.03% | 0.03% | 170 | -340 | -4.44% | Q1 2026 | Apr 21, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 7,275 | 643 | 0.33% | 0.31% | 171 | +68 | 0.94% | Q1 2026 | May 06, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 6,647 | 630 | 0.26% | 0.28% | 172 | +198 | 3.07% | Q1 2026 | May 04, 2026 |
| FWG Investments, LLC. | History | Added to | 7,108 | 628 | 0.4% | 0.33% | 173 | +1,326 | 22.93% | Q1 2026 | Apr 21, 2026 |
| SimpliFi, Inc. | History | Added to | 7,055 | 624 | 0.26% | 0.26% | 174 | +243 | 3.57% | Q1 2026 | Apr 22, 2026 |
| MRWM Advisors, LLC | History | Reduced | 6,875 | 608 | 0.33% | 0.33% | 175 | -10 | -0.15% | Q1 2026 | Apr 20, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,820 | 603 | 0.0% | 0.0% | 176 | -435 | -6.0% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 6,756 | 597 | 0.0% | — | 177 | +6,756 | New | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Added to | 6,740 | 596 | 0.01% | 0.01% | 178 | +196 | 3.0% | Q1 2026 | Apr 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 6,599 | 583 | 0.01% | 0.01% | 179 | +1,316 | 24.91% | Q1 2026 | May 01, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 6,472 | 572 | 0.15% | 0.13% | 180 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vertrix Wealth Management, LLC | History | New | 6,333 | 560 | 0.21% | — | 183 | +6,333 | New | Q1 2026 | Apr 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 6,336 | 560 | 0.01% | 0.01% | 181 | +166 | 2.69% | Q1 2026 | May 11, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 6,330 | 560 | 0.19% | 0.17% | 182 | +56 | 0.89% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | Added to | 6,288 | 556 | 0.05% | 0.05% | 184 | +420 | 7.16% | Q1 2026 | Apr 22, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Added to | 6,282 | 555 | 0.02% | 0.02% | 185 | +147 | 2.4% | Q1 2026 | May 15, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 6,217 | 550 | 0.33% | 0.3% | 186 | +29 | 0.47% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,064 | 536 | 0.0% | 0.0% | 187 | -1,284 | -17.47% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,969 | 534 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| West Wealth Group, LLC | History | Reduced | 5,946 | 526 | 0.1% | 0.11% | 189 | -41 | -0.68% | Q1 2026 | May 11, 2026 |
| Regal Investment Advisors LLC | History | Added to | 5,886 | 520 | 0.03% | 0.03% | 190 | +399 | 7.27% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 5,857 | 518 | 0.0% | 0.0% | 191 | -2,079 | -26.2% | Q1 2026 | Apr 22, 2026 |
| HB Wealth Management, LLC | History | Reduced | 5,784 | 511 | 0.0% | 0.0% | 192 | -691 | -10.67% | Q1 2026 | Apr 27, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 5,678 | 502 | 0.25% | 0.29% | 193 | -675 | -10.62% | Q1 2026 | May 14, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 5,630 | 498 | 0.19% | 0.23% | 194 | -911 | -13.93% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | No change | 5,588 | 494 | 0.02% | 0.03% | 195 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,566 | 492 | 0.0% | 0.0% | 196 | +3,372 | 153.69% | Q1 2026 | May 01, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 5,427 | 480 | 0.01% | 0.02% | 197 | -3,780 | -41.06% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 5,398 | 477 | 0.03% | 0.03% | 198 | -454 | -7.76% | Q1 2026 | Apr 20, 2026 |
| Independent Advisor Alliance | History | New | 5,338 | 472 | 0.01% | — | 199 | +5,338 | New | Q1 2026 | May 12, 2026 |
| Aquire Wealth Advisors, LLC | History | Added to | 5,315 | 470 | 0.12% | 0.12% | 200 | +123 | 2.37% | Q1 2026 | Apr 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 5,301 | 469 | 0.03% | 0.03% | 201 | -207 | -3.76% | Q1 2026 | May 12, 2026 |
| Tarbox Family Office, Inc. | History | No change | 5,273 | 466 | 0.08% | 0.08% | 202 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,241 | 463 | 0.0% | 0.0% | 203 | +2,750 | 110.4% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 5,182 | 458 | 0.02% | 0.02% | 204 | +28 | 0.54% | Q1 2026 | Apr 23, 2026 |
| Arcus Capital Partners, LLC | History | Reduced | 5,152 | 455 | 0.16% | 0.67% | 205 | -15,815 | -75.43% | Q1 2026 | May 06, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 5,148 | 455 | 0.08% | 0.08% | 206 | -2 | -0.04% | Q1 2026 | Apr 27, 2026 |
| Divergent Planning, LLC | History | No change | 5,047 | 454 | 0.12% | 0.12% | 207 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Arax Advisory Partners | History | Added to | 5,114 | 452 | 0.01% | 0.01% | 208 | +397 | 8.42% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,083 | 449 | 0.0% | 0.0% | 209 | -28 | -0.55% | Q1 2026 | May 04, 2026 |
| Vise Technologies, Inc. | History | No change | 5,012 | 448 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 5,059 | 447 | 0.22% | 0.27% | 211 | -359 | -6.63% | Q1 2026 | May 14, 2026 |
| Klingman & Associates, LLC | History | No change | 5,013 | 443 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 4,930 | 436 | 0.07% | 0.08% | 213 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 4,810 | 425 | 0.08% | 0.07% | 214 | -3,151 | -39.58% | Q1 2026 | Apr 21, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 4,750 | 420 | 0.11% | 0.1% | 215 | +177 | 3.87% | Q1 2026 | May 05, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 4,713 | 417 | 0.04% | 0.04% | 216 | +13 | 0.28% | Q1 2026 | May 06, 2026 |
| FCA CORP /TX | History | Added to | 4,681 | 414 | 0.12% | 0.1% | 217 | +593 | 14.51% | Q1 2026 | May 14, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 4,652 | 411 | 0.3% | 0.33% | 218 | -320 | -6.44% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 4,456 | 394 | 0.04% | 0.0% | 219 | +3,972 | 820.66% | Q1 2026 | May 11, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 4,367 | 386 | 0.08% | 0.08% | 220 | +369 | 9.23% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | Added to | 4,220 | 373 | 0.0% | 0.0% | 221 | +739 | 21.23% | Q1 2026 | May 14, 2026 |
| Efficient Advisors, LLC | History | Reduced | 4,152 | 367 | 0.03% | 0.02% | 222 | -101 | -2.37% | Q1 2026 | Apr 29, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 4,135 | 365 | 0.13% | 0.15% | 223 | -507 | -10.92% | Q1 2026 | Apr 14, 2026 |
| SWP FINANCIAL LLC | History | No change | 4,051 | 358 | 0.18% | 0.18% | 224 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 4,013 | 355 | 0.06% | 0.07% | 225 | -352 | -8.06% | Q1 2026 | May 06, 2026 |
| Altura Wealth Advisors Inc. | History | Reduced | 3,996 | 353 | 0.15% | 0.18% | 226 | -619 | -13.41% | Q1 2026 | May 12, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 3,992 | 353 | 0.02% | 0.02% | 227 | +399 | 11.1% | Q1 2026 | Apr 20, 2026 |
| Well Done, LLC | History | Added to | 3,986 | 352 | 0.05% | 0.05% | 228 | +161 | 4.21% | Q1 2026 | Apr 14, 2026 |
| Smith Partners Wealth Management, LLC | History | Reduced | 3,984 | 352 | 0.32% | 0.34% | 229 | -100 | -2.45% | Q1 2026 | May 11, 2026 |
| NVWM, LLC | History | Reduced | 3,933 | 348 | 0.08% | 0.08% | 230 | -318 | -7.48% | Q1 2026 | Apr 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,902 | 345 | 0.0% | 0.0% | 231 | +771 | 24.62% | Q1 2026 | May 08, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 3,904 | 345 | 0.06% | 0.06% | 232 | +182 | 4.89% | Q1 2026 | Apr 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 3,867 | 342 | 0.0% | 0.0% | 233 | +1,301 | 50.7% | Q1 2026 | May 08, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 3,836 | 339 | 0.04% | 0.04% | 234 | -594 | -13.41% | Q1 2026 | May 12, 2026 |
| Andrews Advisory Associates, LLC | History | Added to | 3,807 | 336 | 0.18% | 0.18% | 235 | +23 | 0.61% | Q1 2026 | May 14, 2026 |
| Optivise Advisory Services LLC | History | New | 3,772 | 333 | 0.2% | — | 238 | +3,772 | New | Q1 2026 | Apr 15, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Added to | 3,763 | 333 | 0.19% | 0.18% | 237 | +206 | 5.79% | Q1 2026 | Apr 24, 2026 |
| Gould Capital, LLC | History | Reduced | 3,764 | 333 | 0.2% | 0.22% | 236 | -200 | -5.05% | Q1 2026 | May 15, 2026 |
| Purpose Unlimited Inc. | History | New | 3,727 | 329 | 0.01% | — | 241 | +3,727 | New | Q1 2026 | May 15, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 3,726 | 329 | 0.05% | 0.03% | 239 | +1,081 | 40.87% | Q1 2026 | May 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 3,677 | 329 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Choice Wealth Advisors LLC | History | Added to | 3,680 | 325 | 0.13% | 0.12% | 243 | +182 | 5.2% | Q1 2026 | Apr 08, 2026 |
| Summit Trail Advisors, LLC | History | No change | 3,674 | 325 | 0.0% | 0.01% | 242 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 3,664 | 324 | 0.11% | 0.12% | 244 | +169 | 4.84% | Q1 2026 | Apr 21, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | New | 3,651 | 323 | 0.09% | — | 247 | +3,651 | New | Q1 2026 | Apr 16, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 3,651 | 323 | 0.06% | 0.06% | 245 | +173 | 4.97% | Q1 2026 | Apr 09, 2026 |
| New Republic Capital, LLC | History | Added to | 3,660 | 323 | 0.11% | 0.08% | 246 | +151 | 4.3% | Q1 2026 | May 01, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 3,630 | 321 | 0.05% | 0.06% | 248 | -359 | -9.0% | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | Added to | 3,595 | 318 | 0.0% | 0.0% | 249 | +479 | 15.37% | Q1 2026 | Apr 08, 2026 |
| New Capital Management LP | History | Reduced | 3,597 | 318 | 0.08% | 0.08% | 250 | -52 | -1.43% | Q1 2026 | Apr 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,405 | 301 | 0.01% | 0.01% | 251 | +405 | 13.5% | Q1 2026 | May 18, 2026 |
| COMERICA BANK | History | No change | 3,372 | 301 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 3,391 | 300 | 0.01% | 0.01% | 253 | +114 | 3.48% | Q1 2026 | Apr 13, 2026 |
| Altrius Capital Management Inc | History | Reduced | 3,362 | 297 | 0.06% | 0.07% | 254 | -95 | -2.75% | Q1 2026 | May 05, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 3,355 | 296 | 0.04% | 0.05% | 255 | -907 | -21.28% | Q1 2026 | Apr 28, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 3,270 | 289 | 0.02% | 0.02% | 256 | +219 | 7.18% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 3,238 | 286 | 0.01% | 0.01% | 257 | +9 | 0.28% | Q1 2026 | May 12, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 3,228 | 285 | 0.17% | 0.17% | 258 | +101 | 3.23% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 3,202 | 283 | 0.01% | — | 259 | +3,202 | New | Q1 2026 | Apr 28, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 3,194 | 282 | 0.3% | 0.3% | 261 | +25 | 0.79% | Q1 2026 | May 07, 2026 |
| Westshore Wealth, LLC | History | No change | 3,155 | 282 | 0.09% | 0.09% | 260 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Mosley Wealth Management | History | Reduced | 3,182 | 280 | 0.13% | 0.13% | 262 | -21 | -0.66% | Q1 2026 | Apr 27, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 3,109 | 275 | 0.14% | — | 264 | +3,109 | New | Q1 2026 | May 15, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 3,116 | 275 | 0.18% | 0.18% | 263 | -86 | -2.69% | Q1 2026 | May 11, 2026 |
| Vested Financial Planning, LLC | History | Added to | 3,096 | 273 | 0.21% | 0.2% | 265 | +188 | 6.46% | Q1 2026 | Apr 16, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,068 | 271 | 0.01% | 0.01% | 267 | +59 | 1.96% | Q1 2026 | Apr 07, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 3,070 | 271 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Compound Planning, Inc. | History | Reduced | 3,055 | 270 | 0.01% | 0.01% | 269 | -103 | -3.26% | Q1 2026 | May 14, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 2,960 | 270 | 0.04% | 0.04% | 268 | +74 | 2.56% | Q1 2026 | Apr 13, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 3,037 | 268 | 0.09% | 0.1% | 271 | -666 | -17.99% | Q1 2026 | Apr 21, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 3,034 | 268 | 0.03% | 0.03% | 270 | +564 | 22.83% | Q1 2026 | Apr 16, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 3,033 | 268 | 0.12% | 0.12% | 272 | +112 | 3.83% | Q1 2026 | Apr 27, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 3,027 | 267 | 0.04% | 0.04% | 273 | -16 | -0.53% | Q1 2026 | Apr 13, 2026 |
| UPTICK PARTNERS, LLC | History | New | 3,009 | 266 | 0.05% | — | 274 | +3,009 | New | Q1 2026 | May 01, 2026 |
| BIP Wealth, LLC | History | Added to | 2,976 | 263 | 0.01% | 0.01% | 275 | +475 | 18.99% | Q1 2026 | Apr 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,977 | 262 | 0.0% | 0.0% | 276 | +407 | 15.84% | Q1 2026 | May 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 2,941 | 260 | 0.01% | 0.01% | 277 | -168 | -5.4% | Q1 2026 | Apr 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 2,938 | 259 | 0.07% | 0.07% | 278 | +46 | 1.59% | Q1 2026 | Apr 14, 2026 |
| Partners in Financial Planning | History | No change | 2,919 | 258 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Signal Advisors Wealth, LLC | History | New | 2,892 | 255 | 0.02% | — | 281 | +2,892 | New | Q1 2026 | Apr 17, 2026 |
| Peak Wealth Management LLC | History | Added to | 2,891 | 255 | 0.21% | 0.21% | 280 | +87 | 3.1% | Q1 2026 | Apr 14, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 2,851 | 252 | 0.08% | 0.08% | 282 | +6 | 0.21% | Q1 2026 | Apr 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,845 | 251 | 0.0% | 0.0% | 283 | +706 | 33.01% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,762 | 244 | 0.0% | 0.0% | 284 | +740 | 36.6% | Q1 2026 | May 08, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 2,766 | 244 | 0.1% | 0.11% | 285 | +2 | 0.07% | Q1 2026 | Apr 15, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 2,584 | 243 | 0.04% | 0.06% | 286 | -1,020 | -28.3% | Q1 2026 | May 08, 2026 |
| Landmark Wealth Management, LLC | History | New | 2,730 | 241 | 0.06% | — | 289 | +2,730 | New | Q1 2026 | Apr 29, 2026 |
| tru Independence LLC | History | Reduced | 2,726 | 241 | 0.12% | 0.07% | 287 | -208 | -7.09% | Q1 2026 | Apr 22, 2026 |
| TL Private Wealth | History | Added to | 2,636 | 241 | 0.1% | 0.09% | 288 | +74 | 2.89% | Q1 2026 | Apr 13, 2026 |
| SWMG, LLC | History | No change | 2,690 | 238 | 0.07% | 0.07% | 290 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 2,687 | 237 | 0.15% | 0.18% | 291 | -423 | -13.6% | Q1 2026 | May 13, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 2,565 | 234 | 0.03% | 0.03% | 292 | +281 | 12.3% | Q1 2026 | Apr 20, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 2,625 | 232 | 0.08% | 0.09% | 293 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,612 | 231 | 0.0% | 0.0% | 294 | +2,080 | 390.98% | Q1 2026 | May 12, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 2,616 | 231 | 0.08% | 0.08% | 295 | +9 | 0.35% | Q1 2026 | Apr 14, 2026 |
| Salus Financial Advisors, LLC | History | Reduced | 2,594 | 229 | 0.13% | 0.14% | 297 | -63 | -2.37% | Q1 2026 | Apr 23, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 2,592 | 229 | 0.04% | 0.04% | 296 | +14 | 0.54% | Q1 2026 | May 11, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 2,573 | 227 | 0.03% | 0.07% | 298 | -7,344 | -74.05% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,560 | 226 | 0.0% | 0.0% | 299 | +85 | 3.43% | Q1 2026 | May 15, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 2,519 | 222 | 0.04% | 0.04% | 300 | -35 | -1.37% | Q1 2026 | Apr 09, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 2,477 | 219 | 0.13% | 0.13% | 301 | +132 | 5.63% | Q1 2026 | Apr 22, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 2,381 | 210 | 0.01% | 0.1% | 302 | -13,276 | -84.79% | Q1 2026 | May 12, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Reduced | 2,299 | 210 | 0.14% | 0.14% | 303 | -1 | -0.04% | Q1 2026 | Apr 10, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 2,367 | 209 | 0.12% | 0.12% | 304 | +66 | 2.87% | Q1 2026 | May 01, 2026 |
| Markin Asset Management, LP | History | No change | 2,362 | 209 | 0.23% | 0.23% | 305 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 2,326 | 205 | 0.01% | 0.02% | 306 | -50 | -2.1% | Q1 2026 | Apr 20, 2026 |
| Atlas Private Wealth Advisors | History | New | 2,306 | 204 | 0.05% | — | 307 | +2,306 | New | Q1 2026 | Apr 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 2,304 | 203 | 0.0% | 0.0% | 309 | +70 | 3.13% | Q1 2026 | May 11, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 2,299 | 203 | 0.07% | 0.07% | 308 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PFG Advisors | History | New | 2,292 | 202 | 0.01% | — | 310 | +2,292 | New | Q1 2026 | May 05, 2026 |
| Highland Financial Advisors, LLC | History | New | 2,287 | 202 | 0.05% | — | 311 | +2,287 | New | Q1 2026 | Apr 21, 2026 |
| Phil A. Younker & Associates, Ltd. | History | New | 2,282 | 201 | 0.13% | — | 314 | +2,282 | New | Q1 2026 | Apr 17, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 2,277 | 201 | 0.17% | 0.19% | 313 | -143 | -5.91% | Q1 2026 | May 07, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 2,250 | 201 | 0.05% | 0.05% | 312 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bond & Devick Financial Network, Inc. | History | New | 2,269 | 200 | 0.06% | — | 315 | +2,269 | New | Q1 2026 | Apr 08, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,209 | 195 | 0.01% | 0.01% | 316 | +878 | 65.97% | Q1 2026 | Apr 14, 2026 |
| Longview Financial Advisors LLC | History | Added to | 2,151 | 190 | 0.1% | 0.1% | 317 | +160 | 8.04% | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,108 | 186 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 2,044 | 180 | 0.04% | 0.04% | 319 | +145 | 7.64% | Q1 2026 | Apr 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,970 | 174 | 0.0% | 0.0% | 320 | +595 | 43.27% | Q1 2026 | May 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 1,731 | 153 | 0.01% | 0.01% | 321 | -151 | -8.02% | Q1 2026 | Apr 17, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 1,660 | 146 | 0.09% | 0.07% | 322 | +464 | 38.8% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 1,587 | 140 | 0.0% | 0.0% | 323 | +69 | 4.55% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 1,531 | 135 | 0.01% | 0.01% | 324 | -82 | -5.08% | Q1 2026 | Apr 23, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,518 | 134 | 0.01% | 0.02% | 325 | -210 | -12.15% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,385 | 122 | 0.0% | 0.0% | 326 | -274 | -16.52% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,372 | 121 | 0.0% | 0.0% | 327 | +102 | 8.03% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | Added to | 1,255 | 111 | 0.01% | 0.01% | 328 | +1,165 | 1294.44% | Q1 2026 | Apr 28, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 1,199 | 106 | 0.05% | 0.02% | 329 | +812 | 209.82% | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,179 | 104 | 0.0% | 0.0% | 330 | +535 | 83.07% | Q1 2026 | May 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 1,170 | 103 | 0.04% | 0.04% | 331 | -33 | -2.74% | Q1 2026 | Apr 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,157 | 102 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,036 | 91 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MATHER GROUP, LLC. | History | New | 1,000 | 88 | 0.0% | — | 334 | +1,000 | New | Q1 2026 | Apr 13, 2026 |
| Synergy Investment Management, LLC | History | New | 1,000 | 88 | 0.03% | — | 335 | +1,000 | New | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 943 | 83 | 0.0% | 0.0% | 336 | +734 | 351.2% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 936 | 83 | 0.0% | 0.0% | 337 | +2 | 0.21% | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 877 | 77 | 0.0% | 0.0% | 338 | -391 | -30.84% | Q1 2026 | May 14, 2026 |
| American Capital Advisory, LLC | History | No change | 880 | 77 | 0.03% | 0.03% | 339 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Reduced | 800 | 70 | 0.0% | 0.0% | 340 | -300 | -27.27% | Q1 2026 | May 11, 2026 |
| Strategic Advocates LLC | History | Reduced | 781 | 69 | 0.31% | 0.56% | 342 | -23,727 | -96.81% | Q1 2026 | May 15, 2026 |
| CKW FINANCIAL GROUP | History | Added to | 770 | 69 | 0.01% | 0.01% | 341 | +7 | 0.92% | Q1 2026 | May 06, 2026 |
| Align Financial, LLC | History | Reduced | 779 | 68 | 0.04% | 0.04% | 343 | -68,949 | -98.88% | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 748 | 66 | 0.0% | — | 344 | +748 | New | Q1 2026 | May 01, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 697 | 61 | 0.03% | 0.03% | 345 | +23 | 3.41% | Q1 2026 | May 07, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 685 | 60 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Frisco Financial Planning LLC | History | No change | 670 | 59 | 0.05% | 0.05% | 347 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 611 | 54 | 0.0% | 0.0% | 348 | -377 | -38.16% | Q1 2026 | May 15, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 554 | 49 | 0.04% | 0.04% | 349 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Pacifica Partners Inc. | History | New | 519 | 45 | 0.01% | — | 350 | +519 | New | Q1 2026 | Apr 09, 2026 |
| Activest Wealth Management | History | No change | 499 | 44 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GAMMA Investing LLC | History | No change | 495 | 43 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Noble Wealth Management PBC | History | No change | 490 | 43 | 0.02% | 0.02% | 353 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| EASTERN BANK | History | No change | 440 | 38 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Rossby Financial, LCC | History | No change | 426 | 37 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 386 | 34 | 0.01% | 0.01% | 356 | +78 | 25.32% | Q1 2026 | Apr 27, 2026 |
| Destiny Wealth Partners, LLC | History | New | 350 | 30 | 0.0% | — | 357 | +350 | New | Q1 2026 | May 11, 2026 |
| Capital Advisor Network LLC | History | New | 331 | 29 | 0.03% | — | 358 | +331 | New | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | New | 303 | 26 | 0.0% | — | 361 | +303 | New | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 296 | 26 | 0.0% | 0.0% | 359 | -191 | -39.22% | Q1 2026 | May 01, 2026 |
| SageView Advisory Group, LLC | History | No change | 291 | 26 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | No change | 293 | 25 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Abound Wealth Management | History | New | 262 | 23 | 0.01% | — | 364 | +262 | New | Q1 2026 | Apr 10, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 264 | 23 | 0.01% | 0.01% | 363 | +2 | 0.76% | Q1 2026 | May 04, 2026 |
| Clearstead Trust, LLC | History | Added to | 252 | 22 | 0.0% | 0.0% | 365 | +221 | 712.9% | Q1 2026 | May 06, 2026 |
| Capital Analysts, LLC | History | New | 225 | 20 | 0.0% | — | 366 | +225 | New | Q1 2026 | May 14, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 215 | 19 | 0.01% | 0.01% | 368 | +80 | 59.26% | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 224 | 19 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 213 | 18 | 0.0% | 0.0% | 370 | +21 | 10.94% | Q1 2026 | Apr 30, 2026 |
| McIlrath & Eck, LLC | History | No change | 208 | 18 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 194 | 17 | 0.0% | 0.0% | 371 | +1 | 0.52% | Q1 2026 | Apr 20, 2026 |
| Motiv8 Investments LLC | History | No change | 184 | 16 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | No change | 175 | 15 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Founders Financial Alliance, LLC | History | No change | 152 | 13 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Life Planners | History | New | 133 | 11 | 0.01% | — | 379 | +133 | New | Q1 2026 | Apr 24, 2026 |
| CGC Financial Services, LLC | History | Added to | 131 | 11 | 0.0% | 0.0% | 378 | +6 | 4.8% | Q1 2026 | Apr 13, 2026 |
| Addison Advisors LLC | History | Added to | 135 | 11 | 0.0% | 0.0% | 377 | +5 | 3.85% | Q1 2026 | May 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 128 | 11 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 125 | 11 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SFAM, LLC | History | No change | 122 | 10 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 114 | 10 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fortitude Family Office, LLC | History | No change | 119 | 10 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Front Row Advisors LLC | History | No change | 105 | 9 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Nemes Rush Group LLC | History | No change | 108 | 9 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Spire Wealth Management | History | No change | 88 | 7 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ankerstar Wealth, LLC | History | No change | 82 | 7 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 89 | 7 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Reduced | 79 | 6 | 0.02% | 0.03% | 389 | -7,070 | -98.89% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 75 | 6 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Operose Advisors LLC | History | New | 67 | 5 | 0.0% | — | 392 | +67 | New | Q1 2026 | May 12, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 57 | 5 | 0.0% | 0.0% | 391 | +7 | 14.0% | Q1 2026 | May 05, 2026 |
| Princeton Global Asset Management LLC | History | No change | 63 | 5 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| VANGUARD ADVISERS INC | History | New | 54 | 4 | 0.0% | — | 397 | +54 | New | Q1 2026 | May 08, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 48 | 4 | 0.0% | 0.01% | 395 | -45 | -48.39% | Q1 2026 | May 11, 2026 |
| Networth Advisors, LLC | History | Added to | 51 | 4 | 0.0% | 0.0% | 396 | +15 | 41.67% | Q1 2026 | Apr 22, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 54 | 4 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Planning Project LLC | History | No change | 45 | 4 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 43 | 3 | 0.0% | — | 401 | +43 | New | Q1 2026 | Apr 27, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 35 | 3 | 0.0% | 0.0% | 399 | +1 | 2.94% | Q1 2026 | May 01, 2026 |
| DT Investment Partners, LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Key FInancial Inc | History | No change | 37 | 3 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BlackRock, Inc. | History | New | 27 | 2 | 0.0% | — | 405 | +27 | New | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 31 | 2 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 21 | 1 | 0.0% | 0.0% | 407 | -40 | -65.57% | Q1 2026 | May 05, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -36,045 | -100.0% | Q1 2026 | May 15, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -28,503 | -100.0% | Q1 2026 | May 06, 2026 |
| One Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,863 | -100.0% | Q1 2026 | May 12, 2026 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -4,743 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,127 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Harvest Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,114 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,648 | -100.0% | Q1 2026 | May 01, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,578 | -100.0% | Q1 2026 | May 15, 2026 |
| Philip James Wealth Mangement, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,376 | -100.0% | Q1 2026 | Apr 28, 2026 |
| KilterHowling LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,193 | -100.0% | Q1 2026 | May 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,062 | -100.0% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,746 | -100.0% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,719 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,578 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Annex Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,522 | -100.0% | Q1 2026 | Apr 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,253 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,236 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,700 | -100.0% | Q1 2026 | May 13, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -429 | -100.0% | Q1 2026 | May 06, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q1 2026 | May 06, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -64 | -87.67% | Q1 2026 | Apr 30, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q1 2026 | May 15, 2026 |
| ST GERMAIN D J CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 14, 2026 |
| Keystone Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Aventus Investment Advisors, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 15, 2026 |
| Game Plan Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Triumph Capital Management | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TSFG, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |