iSHARES TRUST - AOM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 3,026,406 | 143,360 | 0.0% | 0.0% | 1 | +105,583 | 3.61% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 1,257,761 | 59,580 | 0.02% | 0.02% | 2 | -14,962 | -1.18% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 714,713 | 33,856 | 0.0% | 0.0% | 3 | -141,773 | -16.55% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 559,991 | 26,526 | 0.33% | 0.33% | 4 | +28,373 | 5.34% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 336,701 | 15,950 | 0.0% | 0.0% | 5 | +14,211 | 4.41% | Q1 2026 | May 15, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 313,078 | 14,846 | 5.59% | 5.58% | 6 | +11,814 | 3.92% | Q1 2026 | Apr 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 293,205 | 13,889 | 0.0% | 0.0% | 7 | -251,795 | -46.2% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 287,469 | 13,617 | 0.0% | 0.0% | 8 | -5,556 | -1.9% | Q1 2026 | May 15, 2026 |
| AJ Advisors, LLC | History | Added to | 274,866 | 13,020 | 4.83% | 4.74% | 9 | +5,770 | 2.14% | Q1 2026 | Apr 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 262,366 | 12,429 | 0.0% | 0.0% | 10 | -106,320 | -28.84% | Q1 2026 | May 15, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 259,957 | 12,314 | 1.54% | — | 11 | +259,957 | New | Q1 2026 | Apr 16, 2026 |
| Cetera Investment Advisers | History | Reduced | 215,782 | 10,221 | 0.01% | 0.01% | 12 | -2,613 | -1.2% | Q1 2026 | May 13, 2026 |
| Weaver Consulting Group | History | Added to | 176,410 | 8,356 | 1.99% | 2.03% | 13 | +2,232 | 1.28% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 155,810 | 7,380 | 0.01% | 0.01% | 14 | +10,780 | 7.43% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 151,012 | 7,154 | 0.01% | 0.01% | 15 | +7,879 | 5.5% | Q1 2026 | May 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 149,658 | 7,089 | 0.7% | 0.68% | 16 | +7,414 | 5.21% | Q1 2026 | Apr 27, 2026 |
| Investment Advisory Group, LLC | History | Added to | 149,318 | 7,073 | 1.8% | 1.78% | 17 | +4,115 | 2.83% | Q1 2026 | Apr 22, 2026 |
| GTS SECURITIES LLC | History | Added to | 140,704 | 6,665 | 0.24% | 0.03% | 18 | +120,166 | 585.09% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 125,066 | 5,924 | 0.02% | 0.01% | 19 | +6,564 | 5.54% | Q1 2026 | Apr 30, 2026 |
| Focus Financial Network, Inc. | History | Added to | 115,867 | 5,488 | 0.2% | 0.16% | 20 | +16,857 | 17.03% | Q1 2026 | Apr 14, 2026 |
| Royal Fund Management, LLC | History | Reduced | 110,496 | 5,234 | 0.5% | 0.49% | 21 | -3,491 | -3.06% | Q1 2026 | May 19, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 102,147 | 4,838 | 0.0% | 0.01% | 22 | -338,445 | -76.82% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 95,271 | 4,512 | 0.16% | 0.21% | 23 | +1,820 | 1.95% | Q1 2026 | May 19, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 89,285 | 4,229 | 0.01% | 0.01% | 24 | -1,393 | -1.54% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 84,825 | 4,018 | 0.03% | 0.03% | 25 | +1,340 | 1.61% | Q1 2026 | May 15, 2026 |
| Ellenbecker Investment Group | History | Added to | 81,189 | 3,845 | 0.52% | 0.52% | 26 | +2,597 | 3.3% | Q1 2026 | Apr 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 80,660 | 3,820 | 0.0% | 0.0% | 27 | +5,356 | 7.11% | Q1 2026 | May 04, 2026 |
| Hershey Financial Advisers, LLC | History | New | 79,809 | 3,780 | 3.26% | — | 28 | +79,809 | New | Q1 2026 | May 06, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 77,729 | 3,682 | 0.4% | 0.4% | 29 | -367 | -0.47% | Q1 2026 | Apr 22, 2026 |
| Taylor Financial Group, Inc. | History | Added to | 77,609 | 3,676 | 2.23% | 2.09% | 30 | +3,097 | 4.16% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Reduced | 77,022 | 3,648 | 0.0% | 0.0% | 31 | -717 | -0.92% | Q1 2026 | May 14, 2026 |
| Consilium Wealth Advisory, LLC | History | Reduced | 76,627 | 3,629 | 1.24% | 1.62% | 32 | -15,580 | -16.9% | Q1 2026 | Apr 20, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 75,906 | 3,595 | 0.14% | 0.14% | 33 | -1,824 | -2.35% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Added to | 73,165 | 3,465 | 0.04% | 0.04% | 34 | +925 | 1.28% | Q1 2026 | Apr 16, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 70,828 | 3,442 | 0.47% | 0.73% | 35 | -9,033 | -11.31% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 68,471 | 3,235 | 0.01% | 0.01% | 36 | -22,272 | -24.54% | Q1 2026 | Apr 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 67,237 | 3,141 | 0.0% | 0.0% | 37 | +48,429 | 257.49% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 66,229 | 3,137 | 0.07% | 0.07% | 38 | -1,368 | -2.02% | Q1 2026 | May 01, 2026 |
| VVR Holdings LLC | History | Reduced | 61,321 | 2,904 | 1.5% | 1.61% | 39 | -3,614 | -5.57% | Q1 2026 | Apr 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 60,768 | 2,878 | 0.01% | 0.01% | 40 | +9,104 | 17.62% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 57,784 | 2,737 | 0.01% | 0.01% | 41 | +1,208 | 2.14% | Q1 2026 | Apr 24, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 56,738 | 2,687 | 1.31% | 1.18% | 42 | +8,971 | 18.78% | Q1 2026 | Apr 22, 2026 |
| ASPIRIANT, LLC | History | Added to | 49,669 | 2,352 | 0.07% | 0.06% | 43 | +4,451 | 9.84% | Q1 2026 | May 12, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 49,511 | 2,345 | 0.22% | 0.24% | 44 | -894 | -1.77% | Q1 2026 | May 15, 2026 |
| Enclave Advisors LLC | History | Reduced | 46,253 | 2,191 | 0.3% | 0.32% | 45 | -1,092 | -2.31% | Q1 2026 | Apr 13, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 44,247 | 2,095 | 0.47% | 0.48% | 46 | +520 | 1.19% | Q1 2026 | Apr 27, 2026 |
| Manske Wealth Management | History | Reduced | 42,011 | 1,990 | 0.56% | 0.6% | 47 | -500 | -1.18% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 37,816 | 1,791 | 0.0% | 0.0% | 48 | -2,052 | -5.15% | Q1 2026 | May 12, 2026 |
| LifePlan Financial, LLC | History | Added to | 37,301 | 1,766 | 1.31% | 1.17% | 49 | +5,302 | 16.57% | Q1 2026 | Apr 14, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 36,049 | 1,707 | 0.59% | 0.34% | 50 | +16,201 | 81.63% | Q1 2026 | Apr 27, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 35,415 | 1,677 | 0.04% | 0.35% | 51 | -246,085 | -87.42% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 33,901 | 1,604 | 0.0% | 0.0% | 52 | +12,280 | 56.8% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 33,481 | 1,585 | 0.0% | 0.0% | 53 | +82 | 0.25% | Q1 2026 | May 05, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 32,696 | 1,548 | 0.63% | 1.46% | 54 | -46,055 | -58.48% | Q1 2026 | May 07, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 31,952 | 1,513 | 0.28% | 0.29% | 55 | -183 | -0.57% | Q1 2026 | Apr 15, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 31,600 | 1,496 | 0.35% | 0.23% | 56 | +10,400 | 49.06% | Q1 2026 | Apr 17, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 31,035 | 1,470 | 0.37% | 0.41% | 57 | -2,285 | -6.86% | Q1 2026 | Apr 17, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 30,560 | 1,447 | 0.17% | 0.24% | 58 | -11,681 | -27.65% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 30,008 | 1,421 | 0.02% | 0.02% | 59 | +4,498 | 17.63% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 30,177 | 1,407 | 0.0% | 0.0% | 60 | +8,041 | 36.33% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 29,028 | 1,375 | 0.06% | 0.06% | 61 | +1,042 | 3.72% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 28,247 | 1,338 | 0.0% | 0.0% | 62 | +14,054 | 99.02% | Q1 2026 | May 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 27,905 | 1,321 | 0.09% | 0.1% | 63 | +10 | 0.04% | Q1 2026 | May 12, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 27,224 | 1,289 | 0.75% | 0.59% | 64 | +5,425 | 24.89% | Q1 2026 | May 13, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 26,110 | 1,236 | 0.14% | 0.14% | 65 | -17 | -0.07% | Q1 2026 | May 07, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 25,270 | 1,197 | 0.46% | 0.49% | 66 | -1,464 | -5.48% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 24,602 | 1,165 | 0.03% | 0.03% | 67 | -100 | -0.4% | Q1 2026 | May 15, 2026 |
| RDA Financial Network | History | Reduced | 24,270 | 1,149 | 0.29% | 0.28% | 68 | -400 | -1.62% | Q1 2026 | Apr 08, 2026 |
| Rothschild Wealth LLC | History | Added to | 23,839 | 1,129 | 0.1% | 0.1% | 69 | +1,829 | 8.31% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 23,798 | 1,127 | 0.01% | 0.01% | 70 | +6,849 | 40.41% | Q1 2026 | May 15, 2026 |
| American Trust | History | Reduced | 23,589 | 1,117 | 0.1% | 0.1% | 71 | -1,976 | -7.73% | Q1 2026 | May 01, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 22,695 | 1,075 | 0.08% | 0.08% | 72 | -401 | -1.74% | Q1 2026 | Apr 13, 2026 |
| Fort Henry Capital, LLC | History | Added to | 22,680 | 1,074 | 0.65% | 0.66% | 73 | +123 | 0.55% | Q1 2026 | Apr 20, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 21,907 | 1,037 | 0.18% | 0.18% | 74 | -241 | -1.09% | Q1 2026 | Apr 17, 2026 |
| One Capital Management, LLC | History | Reduced | 21,860 | 1,035 | 0.03% | 0.04% | 75 | -5,126 | -19.0% | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 21,603 | 1,023 | 0.03% | 0.03% | 76 | +379 | 1.79% | Q1 2026 | Apr 09, 2026 |
| Global Financial Private Client, LLC | History | Added to | 21,291 | 1,008 | 0.33% | 0.35% | 77 | +318 | 1.52% | Q1 2026 | Apr 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 20,981 | 993 | 0.0% | — | 78 | +20,981 | New | Q1 2026 | May 08, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Reduced | 20,863 | 988 | 0.6% | 0.55% | 79 | -23 | -0.11% | Q1 2026 | May 15, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 20,257 | 959 | 0.21% | 0.22% | 80 | -133 | -0.65% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | Added to | 19,748 | 935 | 0.02% | 0.01% | 81 | +723 | 3.8% | Q1 2026 | Apr 27, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 19,370 | 917 | 0.02% | 0.02% | 82 | -1,143 | -5.57% | Q1 2026 | Apr 20, 2026 |
| Strategic Blueprint, LLC | History | Added to | 19,199 | 909 | 0.05% | 0.02% | 83 | +10,448 | 119.39% | Q1 2026 | Apr 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 19,110 | 905 | 0.03% | 0.02% | 84 | -1,496 | -7.26% | Q1 2026 | Apr 29, 2026 |
| CGN Advisors LLC | History | Added to | 19,072 | 903 | 0.07% | 0.02% | 86 | +13,225 | 226.18% | Q1 2026 | Apr 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 19,080 | 903 | 0.04% | 0.03% | 85 | +1,224 | 6.85% | Q1 2026 | Apr 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 18,201 | 862 | 0.0% | 0.0% | 87 | -1,409 | -7.19% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 17,642 | 838 | 0.01% | 0.0% | 88 | +11,303 | 178.31% | Q1 2026 | May 15, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 17,674 | 837 | 0.15% | 0.15% | 89 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 17,047 | 807 | 0.33% | 0.24% | 90 | +2,816 | 19.79% | Q1 2026 | Apr 14, 2026 |
| Legacy Financial Group LLC | History | Added to | 16,886 | 799 | 0.1% | 0.1% | 91 | +194 | 1.16% | Q1 2026 | May 04, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 16,262 | 770 | 0.04% | 0.04% | 92 | +2,015 | 14.14% | Q1 2026 | Apr 30, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 15,356 | 727 | 0.08% | 0.06% | 93 | +4,512 | 41.61% | Q1 2026 | Apr 15, 2026 |
| Northstar Group, Inc. | History | Reduced | 15,295 | 724 | 0.1% | 0.11% | 94 | -1,355 | -8.14% | Q1 2026 | Apr 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 15,234 | 721 | 0.0% | 0.0% | 95 | -3,705 | -19.56% | Q1 2026 | May 04, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 15,106 | 715 | 0.01% | 0.01% | 96 | +435 | 2.97% | Q1 2026 | Apr 21, 2026 |
| AlTi Global, Inc. | History | Reduced | 15,014 | 711 | 0.02% | 0.02% | 97 | -181 | -1.19% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 14,797 | 700 | 0.0% | 0.0% | 98 | +6,973 | 89.12% | Q1 2026 | May 15, 2026 |
| Waterloo Capital, L.P. | History | Added to | 14,715 | 697 | 0.05% | 0.04% | 99 | +3,915 | 36.25% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,657 | 694 | 0.01% | 0.01% | 100 | +821 | 5.93% | Q1 2026 | Apr 20, 2026 |
| CENTRAL TRUST Co | History | Added to | 14,330 | 678 | 0.01% | 0.01% | 101 | +4,101 | 40.09% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 14,152 | 670 | 0.0% | 0.0% | 102 | -1,865 | -11.64% | Q1 2026 | May 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 14,131 | 669 | 0.53% | 0.5% | 103 | +828 | 6.22% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Reduced | 14,027 | 664 | 0.0% | 0.0% | 104 | -674 | -4.58% | Q1 2026 | May 15, 2026 |
| POTENTIA WEALTH | History | Added to | 13,835 | 655 | 0.25% | 0.11% | 105 | +7,798 | 129.17% | Q1 2026 | May 11, 2026 |
| Retireful, LLC | History | New | 13,737 | 650 | 0.92% | — | 106 | +13,737 | New | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 13,430 | 636 | 0.01% | 0.01% | 107 | -260 | -1.9% | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 12,953 | 613 | 0.02% | 0.02% | 108 | -1,438 | -9.99% | Q1 2026 | May 05, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 12,833 | 607 | 0.1% | 0.12% | 109 | -2,046 | -13.75% | Q1 2026 | Apr 21, 2026 |
| Visionary Wealth Advisors | History | Added to | 12,768 | 604 | 0.03% | 0.03% | 110 | +1,064 | 9.09% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 12,586 | 596 | 0.0% | 0.0% | 111 | -605 | -4.59% | Q1 2026 | May 13, 2026 |
| Wealth Forward, LLC | History | Added to | 12,350 | 585 | 0.33% | 0.3% | 112 | +1,127 | 10.04% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | Added to | 12,305 | 582 | 0.0% | 0.0% | 113 | +6,890 | 127.24% | Q1 2026 | May 15, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 12,078 | 572 | 0.09% | 0.11% | 114 | -884 | -6.82% | Q1 2026 | Apr 17, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 12,042 | 570 | 0.24% | 0.27% | 115 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 11,920 | 564 | 0.16% | 0.14% | 116 | +1,005 | 9.21% | Q1 2026 | Apr 16, 2026 |
| Sigma Planning Corp | History | Reduced | 11,659 | 552 | 0.02% | 0.02% | 117 | -2,782 | -19.26% | Q1 2026 | May 04, 2026 |
| Integrity Financial Corp /WA | History | Added to | 11,426 | 541 | 0.27% | 0.27% | 118 | +32 | 0.28% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 11,329 | 536 | 0.01% | 0.01% | 119 | +269 | 2.43% | Q1 2026 | Apr 28, 2026 |
| Mosley Wealth Management | History | No change | 10,708 | 509 | 0.23% | 0.23% | 120 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 10,725 | 508 | 0.13% | 0.13% | 121 | +175 | 1.66% | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 10,654 | 504 | 0.0% | 0.0% | 122 | +2,003 | 23.15% | Q1 2026 | May 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 10,574 | 500 | 0.02% | 0.03% | 123 | -763 | -6.73% | Q1 2026 | May 12, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 10,541 | 499 | 0.18% | 0.18% | 124 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 10,501 | 497 | 0.07% | 0.1% | 125 | -4,229 | -28.71% | Q1 2026 | Apr 21, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 10,453 | 495 | 0.04% | 0.04% | 126 | -559 | -5.08% | Q1 2026 | Apr 22, 2026 |
| Dentgroup LLC | History | No change | 10,310 | 492 | 0.34% | 0.34% | 127 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| L.K. Benson & Company, P.C. | History | New | 10,365 | 490 | 0.16% | — | 128 | +10,365 | New | Q1 2026 | Apr 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 10,311 | 488 | 0.02% | 0.02% | 129 | +759 | 7.95% | Q1 2026 | May 18, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 10,191 | 482 | 0.0% | 0.0% | 130 | +3,721 | 57.51% | Q1 2026 | May 13, 2026 |
| Ascent Group, LLC | History | Added to | 10,171 | 481 | 0.02% | 0.02% | 131 | +638 | 6.69% | Q1 2026 | May 15, 2026 |
| Heirloom Wealth Management | History | Added to | 10,106 | 478 | 0.09% | 0.1% | 132 | +1,012 | 11.13% | Q1 2026 | Apr 14, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 9,582 | 453 | 0.1% | 0.09% | 133 | +942 | 10.9% | Q1 2026 | Apr 28, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 9,490 | 450 | 0.01% | 0.03% | 134 | -13,510 | -58.74% | Q1 2026 | Apr 21, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 9,376 | 444 | 0.03% | 0.03% | 135 | +76 | 0.82% | Q1 2026 | Apr 23, 2026 |
| Mendel Capital Management LLC | History | New | 9,280 | 439 | 0.22% | — | 136 | +9,280 | New | Q1 2026 | Apr 21, 2026 |
| GWN SECURITIES INC. | History | Reduced | 9,207 | 436 | 0.08% | 0.09% | 137 | -361 | -3.77% | Q1 2026 | May 14, 2026 |
| SimpliFi, Inc. | History | Added to | 9,085 | 430 | 0.18% | 0.17% | 138 | +786 | 9.47% | Q1 2026 | Apr 22, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 9,073 | 429 | 0.48% | 0.46% | 139 | +298 | 3.4% | Q1 2026 | Apr 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 8,834 | 418 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 8,440 | 402 | 0.25% | 0.25% | 141 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 8,412 | 398 | 0.05% | 0.05% | 142 | -103 | -1.21% | Q1 2026 | May 14, 2026 |
| Plan Group Financial, LLC | History | Reduced | 8,390 | 397 | 0.09% | 0.12% | 143 | -1,208 | -12.59% | Q1 2026 | Apr 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 8,341 | 395 | 0.03% | 0.03% | 144 | -247 | -2.88% | Q1 2026 | Apr 08, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 8,334 | 394 | 0.42% | 0.41% | 145 | +93 | 1.13% | Q1 2026 | May 07, 2026 |
| Lido Advisors, LLC | History | Added to | 8,310 | 393 | 0.0% | 0.0% | 146 | +305 | 3.81% | Q1 2026 | May 13, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 8,172 | 387 | 0.05% | 0.05% | 147 | -581 | -6.64% | Q1 2026 | Apr 10, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 8,152 | 386 | 0.1% | 0.1% | 148 | +60 | 0.74% | Q1 2026 | Apr 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 8,093 | 383 | 0.0% | 0.0% | 150 | -1,658 | -17.0% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 8,104 | 383 | 0.0% | 0.0% | 149 | -373 | -4.4% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 8,080 | 382 | 0.0% | — | 151 | +8,080 | New | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 8,080 | 382 | 0.0% | — | 152 | +8,080 | New | Q1 2026 | May 15, 2026 |
| Westmount Partners, LLC | History | Added to | 7,941 | 376 | 0.09% | 0.08% | 154 | +861 | 12.16% | Q1 2026 | Apr 16, 2026 |
| IHT Wealth Management, LLC | History | No change | 7,944 | 376 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CFO4Life Group, LLC | History | No change | 7,935 | 375 | 0.06% | 0.05% | 155 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 7,820 | 370 | 0.0% | 0.0% | 156 | +792 | 11.27% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Reduced | 7,743 | 366 | 0.01% | 0.01% | 157 | -488 | -5.93% | Q1 2026 | May 13, 2026 |
| Phil A. Younker & Associates, Ltd. | History | New | 7,609 | 360 | 0.24% | — | 158 | +7,609 | New | Q1 2026 | Apr 17, 2026 |
| Maxele Advisors, LLC | History | No change | 7,416 | 353 | 0.29% | 0.29% | 159 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| RFG Advisory, LLC | History | No change | 7,391 | 350 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CIBC Bancorp USA Inc. | History | New | 7,029 | 332 | 0.0% | — | 161 | +7,029 | New | Q1 2026 | May 12, 2026 |
| Austin Private Wealth, LLC | History | No change | 6,955 | 331 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Xena Financial Planning, LLC | History | No change | 6,960 | 329 | 0.37% | 0.39% | 163 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 6,645 | 325 | 0.04% | 0.03% | 164 | +2,779 | 71.88% | Q1 2026 | May 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 6,797 | 321 | 0.01% | 0.01% | 165 | -53 | -0.77% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Added to | 6,741 | 319 | 0.01% | 0.01% | 166 | +98 | 1.48% | Q1 2026 | May 13, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 6,697 | 317 | 0.22% | 0.27% | 167 | -965 | -12.59% | Q1 2026 | Apr 15, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 6,597 | 312 | 0.07% | 0.07% | 168 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Claro Advisors Inc. | History | No change | 6,450 | 305 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GHP Investment Advisors, Inc. | History | New | 6,429 | 304 | 0.01% | — | 171 | +6,429 | New | Q1 2026 | Apr 21, 2026 |
| Syverson Strege & Co | History | Reduced | 6,419 | 304 | 0.07% | 0.1% | 170 | -2,509 | -28.1% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,364 | 301 | 0.0% | — | 172 | +6,364 | New | Q1 2026 | May 14, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 6,283 | 297 | 0.03% | 0.04% | 173 | -521 | -7.66% | Q1 2026 | Apr 15, 2026 |
| Independent Advisor Alliance | History | New | 6,003 | 284 | 0.0% | — | 174 | +6,003 | New | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 5,994 | 283 | 0.0% | 0.0% | 175 | +1,489 | 33.05% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,866 | 277 | 0.0% | 0.0% | 176 | -163 | -2.7% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | New | 5,805 | 275 | 0.01% | — | 177 | +5,805 | New | Q1 2026 | May 05, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 5,783 | 273 | 0.11% | 0.1% | 178 | +442 | 8.28% | Q1 2026 | May 04, 2026 |
| Aprio Wealth Management, LLC | History | No change | 5,700 | 270 | 0.01% | 0.02% | 179 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MKD WEALTH COACHES, LLC | History | Reduced | 5,683 | 269 | 0.26% | 0.29% | 180 | -330 | -5.49% | Q1 2026 | Apr 13, 2026 |
| Empirical Asset Management, LLC | History | No change | 5,677 | 268 | 0.07% | 0.08% | 181 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 5,651 | 267 | 0.0% | — | 182 | +5,651 | New | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Reduced | 5,567 | 263 | 0.0% | 0.0% | 183 | -2,017 | -26.6% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 5,359 | 260 | 0.0% | — | 184 | +5,359 | New | Q1 2026 | May 01, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 5,484 | 259 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 5,383 | 254 | 0.22% | 0.22% | 186 | -13 | -0.24% | Q1 2026 | Apr 13, 2026 |
| Efficient Advisors, LLC | History | Reduced | 5,340 | 252 | 0.02% | 0.02% | 187 | -1,981 | -27.06% | Q1 2026 | Apr 29, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 5,324 | 252 | 0.08% | 0.07% | 188 | +691 | 14.91% | Q1 2026 | May 08, 2026 |
| Kovack Advisors, Inc. | History | New | 5,296 | 251 | 0.01% | — | 189 | +5,296 | New | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,190 | 246 | 0.0% | 0.0% | 190 | +1,596 | 44.41% | Q1 2026 | Apr 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 5,163 | 244 | 0.0% | — | 193 | +5,163 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 5,156 | 244 | 0.0% | 0.0% | 191 | -2,652 | -33.97% | Q1 2026 | May 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 5,156 | 244 | 0.03% | 0.03% | 192 | -4 | -0.08% | Q1 2026 | Apr 13, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 5,113 | 242 | 0.1% | 0.11% | 194 | -359 | -6.56% | Q1 2026 | Apr 15, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 5,039 | 238 | 0.01% | 0.01% | 195 | +251 | 5.24% | Q1 2026 | Apr 21, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 5,013 | 237 | 0.01% | 0.01% | 196 | -211 | -4.04% | Q1 2026 | Apr 20, 2026 |
| KilterHowling LLC | History | Reduced | 5,000 | 236 | 0.12% | 1.51% | 200 | -57,237 | -91.97% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Reduced | 4,990 | 236 | 0.0% | 0.0% | 197 | -300 | -5.67% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 4,979 | 236 | 0.0% | 0.0% | 198 | +105 | 2.15% | Q1 2026 | May 01, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 5,000 | 236 | 0.04% | 0.04% | 199 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 4,918 | 232 | 0.13% | 0.13% | 201 | +310 | 6.73% | Q1 2026 | May 01, 2026 |
| Smith Partners Wealth Management, LLC | History | Reduced | 4,803 | 227 | 0.2% | 0.29% | 202 | -1,858 | -27.89% | Q1 2026 | May 11, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 4,781 | 226 | 0.08% | 0.11% | 207 | -2,024 | -29.74% | Q1 2026 | May 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 4,785 | 226 | 0.0% | 0.01% | 204 | -1,299 | -21.35% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,790 | 226 | 0.01% | 0.01% | 206 | +476 | 11.03% | Q1 2026 | Apr 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 4,786 | 226 | 0.01% | 0.01% | 203 | -78 | -1.6% | Q1 2026 | Apr 08, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 4,690 | 226 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 4,742 | 224 | 0.0% | 0.0% | 208 | +113 | 2.44% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 4,713 | 223 | 0.0% | 0.0% | 209 | +482 | 11.39% | Q1 2026 | May 15, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 4,674 | 221 | 0.1% | — | 210 | +4,674 | New | Q1 2026 | Apr 28, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 4,584 | 217 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Columbia River Financial Group, LLC | History | New | 4,549 | 215 | 0.12% | — | 213 | +4,549 | New | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Reduced | 4,548 | 215 | 0.0% | 0.0% | 212 | -317 | -6.52% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,497 | 213 | 0.0% | 0.0% | 214 | -13,760 | -75.37% | Q1 2026 | Apr 22, 2026 |
| Madrid Financial Services | History | New | 4,515 | 213 | 0.13% | — | 215 | +4,515 | New | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 4,409 | 208 | 0.0% | 0.0% | 216 | +25 | 0.57% | Q1 2026 | May 12, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | New | 4,372 | 207 | 0.02% | — | 217 | +4,372 | New | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | New | 4,285 | 203 | 0.0% | — | 218 | +4,285 | New | Q1 2026 | May 05, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 4,231 | 200 | 0.14% | 0.13% | 219 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,190 | 198 | 0.0% | 0.0% | 220 | +1,821 | 76.87% | Q1 2026 | May 04, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 4,003 | 191 | 0.09% | 0.09% | 221 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 3,965 | 187 | 0.01% | 0.01% | 222 | -295 | -6.92% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Added to | 3,947 | 186 | 0.0% | 0.0% | 223 | +219 | 5.87% | Q1 2026 | May 14, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 3,719 | 176 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,416 | 161 | 0.0% | 0.0% | 225 | +1,913 | 127.28% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,379 | 160 | 0.0% | 0.0% | 226 | -1,071 | -24.07% | Q1 2026 | Apr 20, 2026 |
| IMA Advisory Services, Inc. | History | No change | 3,192 | 151 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Root Financial Partners, LLC | History | No change | 2,925 | 138 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,718 | 128 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,563 | 122 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 2,521 | 119 | 0.09% | 0.0% | 231 | +2,402 | 2018.49% | Q1 2026 | Apr 27, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,430 | 115 | 0.0% | 0.0% | 232 | -1,124 | -31.63% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,380 | 112 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,250 | 106 | 0.01% | 0.01% | 234 | -568 | -20.16% | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,117 | 100 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 2,097 | 99 | 0.03% | 0.04% | 236 | -294 | -12.3% | Q1 2026 | May 01, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,903 | 90 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,738 | 82 | 0.01% | 0.01% | 238 | -6 | -0.34% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,728 | 81 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 1,631 | 77 | 0.03% | 0.05% | 241 | -993 | -37.84% | Q1 2026 | May 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,645 | 77 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 1,596 | 75 | 0.03% | 0.02% | 242 | +250 | 18.57% | Q1 2026 | May 04, 2026 |
| Pacific Center for Financial Services | History | Added to | 1,594 | 75 | 0.02% | 0.02% | 243 | +27 | 1.72% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,500 | 71 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 1,490 | 70 | 0.01% | 0.01% | 245 | +37 | 2.55% | Q1 2026 | Apr 23, 2026 |
| JNBA Financial Advisors | History | Added to | 1,376 | 65 | 0.01% | 0.01% | 246 | +15 | 1.1% | Q1 2026 | Apr 22, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 1,249 | 59 | 0.0% | 0.01% | 247 | -551 | -30.61% | Q1 2026 | May 19, 2026 |
| Rossby Financial, LCC | History | No change | 1,236 | 58 | 0.01% | 0.02% | 248 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 1,206 | 57 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,183 | 56 | 0.0% | 0.0% | 250 | -74 | -5.89% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | New | 1,109 | 52 | 0.0% | — | 251 | +1,109 | New | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 883 | 41 | 0.0% | 0.0% | 252 | +151 | 20.63% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | No change | 724 | 34 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SouthState Bank Corp | History | No change | 663 | 31 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | No change | 649 | 30 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 632 | 29 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Capital Advisor Network LLC | History | New | 609 | 28 | 0.03% | — | 258 | +609 | New | Q1 2026 | May 13, 2026 |
| My Portfolio Guide, LLC | History | New | 597 | 28 | 0.02% | — | 259 | +597 | New | Q1 2026 | May 05, 2026 |
| Bogart Wealth, LLC | History | No change | 595 | 28 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 550 | 26 | 0.01% | — | 260 | +550 | New | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | Reduced | 522 | 24 | 0.01% | 0.01% | 261 | -113 | -17.8% | Q1 2026 | May 04, 2026 |
| Lodestone Wealth Management LLC | History | No change | 513 | 24 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| United Community Bank | History | New | 500 | 23 | 0.01% | — | 263 | +500 | New | Q1 2026 | Apr 24, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 443 | 20 | 0.01% | 0.0% | 265 | +152 | 52.23% | Q1 2026 | Apr 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 439 | 20 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Reduced | 405 | 19 | 0.0% | 0.0% | 266 | -25 | -5.81% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | No change | 411 | 19 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | No change | 405 | 19 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Capital Analysts, LLC | History | No change | 383 | 18 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 362 | 17 | 0.0% | — | 272 | +362 | New | Q1 2026 | May 11, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 367 | 17 | 0.0% | 0.0% | 270 | -1 | -0.27% | Q1 2026 | Apr 30, 2026 |
| Dunhill Financial, LLC | History | No change | 365 | 17 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 320 | 15 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 324 | 15 | 0.0% | 0.01% | 274 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 270 | 12 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | New | 239 | 11 | 0.0% | — | 276 | +239 | New | Q1 2026 | May 14, 2026 |
| JPL Wealth Management, LLC | History | New | 216 | 10 | 0.0% | — | 277 | +216 | New | Q1 2026 | May 08, 2026 |
| Purpose Unlimited Inc. | History | New | 196 | 9 | 0.0% | — | 278 | +196 | New | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 132 | 6 | 0.0% | — | 281 | +132 | New | Q1 2026 | Apr 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 128 | 6 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| American Capital Advisory, LLC | History | No change | 135 | 6 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 109 | 5 | 0.0% | 0.0% | 282 | -4 | -3.54% | Q1 2026 | May 11, 2026 |
| Key Capital Management, INC | History | New | 85 | 4 | 0.0% | — | 285 | +85 | New | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 85 | 4 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SHP Wealth Management | History | No change | 100 | 4 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 83 | 3 | 0.0% | — | 288 | +83 | New | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | New | 70 | 3 | 0.01% | — | 287 | +70 | New | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | Added to | 75 | 3 | 0.0% | 0.0% | 286 | +27 | 56.25% | Q1 2026 | Apr 28, 2026 |
| Scarborough Advisors, LLC | History | New | 44 | 2 | 0.0% | — | 293 | +44 | New | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 52 | 2 | 0.0% | 0.0% | 289 | -21 | -28.77% | Q1 2026 | Apr 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 61 | 2 | 0.0% | 0.0% | 291 | -4 | -6.15% | Q1 2026 | Apr 17, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 56 | 2 | 0.0% | 0.0% | 292 | +4 | 7.69% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 53 | 2 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 33 | 1 | 0.0% | — | 295 | +33 | New | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -27,858 | -100.0% | Q1 2026 | Apr 23, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,243 | -100.0% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,755 | -100.0% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,466 | -100.0% | Q1 2026 | Apr 23, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,135 | -100.0% | Q1 2026 | May 14, 2026 |
| Paragon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -8,751 | -100.0% | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,772 | -100.0% | Q1 2026 | May 14, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -7,310 | -100.0% | Q1 2026 | May 04, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,508 | -100.0% | Q1 2026 | Apr 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -5,500 | -100.0% | Q1 2026 | May 11, 2026 |
| Financial Enhancement Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,246 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Adams Wealth Management | History | Closed out | 0 | 0 | — | 0.05% | — | -4,968 | -100.0% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,968 | -100.0% | Q1 2026 | May 11, 2026 |
| Aquire Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,330 | -100.0% | Q1 2026 | Apr 10, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,050 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,823 | -100.0% | Q1 2026 | May 15, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,427 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -587 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -404 | -100.0% | Q1 2026 | May 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -300 | -100.0% | Q1 2026 | May 14, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -272 | -100.0% | Q1 2026 | Apr 29, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -265 | -100.0% | Q1 2026 | May 06, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -238 | -100.0% | Q1 2026 | May 13, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | Apr 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 12, 2026 |
| WestEnd Advisors, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | Apr 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Aventus Investment Advisors, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 15, 2026 |
| High Note Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |