iSHARES TRUST - AOR
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 | 1,917,954 | 123,420 | 0.0% | 0.0% | 1 | +29,082 | 1.54% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 1,184,251 | 76,206 | 0.02% | 0.02% | 2 | +261,855 | 28.39% | Q1 2026 | May 06, 2026 |
| Worth Asset Management, LLC | History | Added to | 689,976 | 44,399 | 16.55% | 18.49% | 3 | +19,273 | 2.87% | Q1 2026 | Apr 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 650,195 | 41,040 | 0.0% | 0.0% | 4 | +56,158 | 9.45% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 589,134 | 37,910 | 0.0% | 0.0% | 5 | +4,088 | 0.7% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 573,459 | 36,902 | 0.0% | 0.0% | 6 | +1,516 | 0.27% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 563,116 | 36,236 | 0.59% | 0.65% | 7 | +79,766 | 16.5% | Q1 2026 | Apr 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 517,620 | 33,308 | 0.01% | 0.01% | 8 | -673,901 | -56.56% | Q1 2026 | May 11, 2026 |
| ASPIRIANT, LLC | History | Added to | 509,424 | 32,781 | 0.93% | 0.9% | 9 | +28,095 | 5.84% | Q1 2026 | May 12, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 421,908 | 27,149 | 9.26% | 7.66% | 10 | +102,640 | 32.15% | Q1 2026 | Apr 20, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 412,258 | 26,528 | 12.91% | 13.21% | 11 | +20,217 | 5.16% | Q1 2026 | Apr 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 353,886 | 22,772 | 0.28% | 0.27% | 12 | +32,153 | 9.99% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Reduced | 342,411 | 22,034 | 0.02% | 0.03% | 13 | -15,232 | -4.26% | Q1 2026 | May 14, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 319,984 | 20,590 | 2.99% | 2.25% | 14 | +95,584 | 42.6% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 286,174 | 18,415 | 0.04% | 0.04% | 15 | +5,534 | 1.97% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 277,700 | 17,870 | 0.0% | 0.0% | 16 | +3,201 | 1.17% | Q1 2026 | May 15, 2026 |
| Madrid Financial Services | History | New | 272,251 | 17,519 | 10.34% | — | 17 | +272,251 | New | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 255,436 | 16,437 | 0.12% | 0.13% | 18 | +7,483 | 3.02% | Q1 2026 | May 15, 2026 |
| BSW Wealth Partners | History | Added to | 251,653 | 16,193 | 1.98% | 1.93% | 19 | +3,841 | 1.55% | Q1 2026 | Apr 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 231,077 | 14,869 | 0.0% | 0.01% | 20 | -436,624 | -65.39% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 214,506 | 13,803 | 0.04% | 0.03% | 21 | +13,775 | 6.86% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Reduced | 210,130 | 13,521 | 0.0% | 0.0% | 22 | -35,452 | -14.44% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 179,131 | 11,526 | 0.01% | 0.02% | 23 | -186,911 | -51.06% | Q1 2026 | May 12, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Reduced | 176,474 | 11,356 | 7.57% | 8.05% | 24 | -1,073 | -0.6% | Q1 2026 | Apr 17, 2026 |
| Cetera Investment Advisers | History | Added to | 161,173 | 10,371 | 0.01% | 0.01% | 25 | +16,444 | 11.36% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 156,611 | 10,077 | 0.12% | 0.11% | 26 | +15,959 | 11.35% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 147,101 | 9,466 | 0.01% | 0.01% | 27 | -5,950 | -3.89% | Q1 2026 | May 15, 2026 |
| Ellenbecker Investment Group | History | Added to | 146,108 | 9,402 | 1.27% | 1.03% | 28 | +33,037 | 29.22% | Q1 2026 | Apr 23, 2026 |
| Creative Planning | History | Reduced | 126,352 | 8,130 | 0.01% | 0.01% | 29 | -1,990 | -1.55% | Q1 2026 | May 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 126,300 | 8,127 | 0.8% | 0.71% | 30 | +17,110 | 15.67% | Q1 2026 | Apr 27, 2026 |
| One Capital Management, LLC | History | Added to | 123,544 | 7,950 | 0.22% | 0.03% | 31 | +106,110 | 608.64% | Q1 2026 | May 12, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 123,360 | 7,938 | 0.76% | 0.81% | 32 | -1,538 | -1.23% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 112,383 | 7,231 | 0.03% | 0.03% | 33 | +2,815 | 2.57% | Q1 2026 | Apr 30, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 110,112 | 7,085 | 4.28% | 3.91% | 34 | +559 | 0.51% | Q1 2026 | May 15, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 108,235 | 6,964 | 5.03% | 4.81% | 35 | +10,975 | 11.28% | Q1 2026 | Apr 13, 2026 |
| NBT BANK N A /NY | History | Added to | 102,224 | 6,578 | 0.43% | 0.43% | 36 | +102,159 | 157167.69% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 96,261 | 6,194 | 1.55% | 1.78% | 37 | -9,419 | -8.91% | Q1 2026 | Apr 17, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 94,486 | 6,080 | 1.6% | 1.36% | 38 | +1,558 | 1.68% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 93,347 | 6,006 | 0.0% | 0.0% | 39 | -105,956 | -53.16% | Q1 2026 | May 04, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 92,493 | 5,951 | 0.82% | 0.83% | 40 | +894 | 0.98% | Q1 2026 | Apr 21, 2026 |
| Wealth Forward, LLC | History | Reduced | 85,716 | 5,515 | 3.11% | 3.18% | 41 | -919 | -1.06% | Q1 2026 | May 04, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 82,377 | 5,300 | 0.83% | 0.93% | 42 | -8,299 | -9.15% | Q1 2026 | Apr 17, 2026 |
| Weaver Consulting Group | History | Added to | 81,965 | 5,274 | 1.26% | 1.23% | 43 | +4,307 | 5.55% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 81,473 | 5,242 | 0.23% | 0.22% | 45 | +5,105 | 6.68% | Q1 2026 | May 05, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 81,466 | 5,242 | 0.62% | 0.65% | 44 | -3,939 | -4.61% | Q1 2026 | Apr 21, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | No change | 57,550 | 5,160 | 2.39% | 1.78% | 46 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WestEnd Advisors, LLC | History | Added to | 80,083 | 5,153 | 0.12% | 0.08% | 47 | +30,137 | 60.34% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 78,097 | 5,025 | 0.01% | 0.01% | 48 | +1,719 | 2.25% | Q1 2026 | Apr 27, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 75,192 | 4,838 | 0.19% | 0.19% | 49 | -1,379 | -1.8% | Q1 2026 | May 04, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 70,497 | 4,536 | 0.28% | 0.29% | 50 | -2,157 | -2.97% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 69,185 | 4,451 | 0.01% | 0.01% | 51 | -4,198 | -5.72% | Q1 2026 | May 15, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 67,655 | 4,353 | 1.77% | 2.53% | 52 | -32,780 | -32.64% | Q1 2026 | May 07, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 67,214 | 4,325 | 1.84% | 1.18% | 53 | +22,667 | 50.88% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 65,107 | 4,189 | 0.01% | 0.01% | 54 | -44,620 | -40.66% | Q1 2026 | Apr 27, 2026 |
| Brookstone Capital Management | History | Added to | 64,681 | 4,162 | 0.05% | 0.05% | 55 | +467 | 0.73% | Q1 2026 | Apr 16, 2026 |
| Mariner, LLC | History | Added to | 61,442 | 3,953 | 0.0% | 0.0% | 56 | +40,473 | 193.01% | Q1 2026 | May 13, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 61,347 | 3,947 | 0.44% | 0.44% | 57 | -236 | -0.38% | Q1 2026 | May 07, 2026 |
| HighPoint Advisor Group LLC | History | New | 60,586 | 3,898 | 0.16% | — | 58 | +60,586 | New | Q1 2026 | May 14, 2026 |
| Fort Henry Capital, LLC | History | Added to | 59,520 | 3,830 | 2.32% | 2.37% | 59 | +6 | 0.01% | Q1 2026 | Apr 20, 2026 |
| GeoWealth Management, LLC | History | Reduced | 59,175 | 3,807 | 0.14% | 0.14% | 60 | -28 | -0.05% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 58,845 | 3,786 | 0.0% | 0.0% | 61 | +3,482 | 6.29% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 58,475 | 3,765 | 0.01% | 0.01% | 62 | -21,614 | -26.99% | Q1 2026 | Apr 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 57,741 | 3,715 | 0.0% | 0.0% | 63 | +29,511 | 104.54% | Q1 2026 | May 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 57,562 | 3,704 | 0.04% | 0.04% | 64 | -1,325 | -2.25% | Q1 2026 | May 13, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 55,886 | 3,596 | 0.1% | 0.03% | 65 | +40,484 | 262.85% | Q1 2026 | Apr 22, 2026 |
| &PARTNERS | History | Reduced | 53,920 | 3,474 | 0.02% | 0.02% | 66 | -16,026 | -22.91% | Q1 2026 | May 15, 2026 |
| Intrua Financial, LLC | History | Added to | 52,752 | 3,394 | 0.35% | 0.3% | 67 | +9,180 | 21.07% | Q1 2026 | Apr 23, 2026 |
| Bank of New York Mellon Corp | History | Added to | 52,150 | 3,355 | 0.0% | 0.0% | 68 | +2,192 | 4.39% | Q1 2026 | May 05, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 49,877 | 3,242 | 0.21% | 0.21% | 69 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Dakota Wealth Management | History | Reduced | 50,210 | 3,231 | 0.07% | 0.06% | 70 | -14 | -0.03% | Q1 2026 | May 07, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 47,315 | 3,044 | 0.55% | 0.56% | 71 | -397 | -0.83% | Q1 2026 | Apr 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 46,604 | 2,998 | 0.09% | 0.04% | 72 | +29,813 | 177.55% | Q1 2026 | Apr 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 46,133 | 2,968 | 0.05% | 0.06% | 73 | +1,590 | 3.57% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 45,770 | 2,945 | 0.17% | 0.06% | 74 | +29,452 | 180.49% | Q1 2026 | Apr 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 39,741 | 2,557 | 0.12% | 0.12% | 75 | +1,901 | 5.02% | Q1 2026 | Apr 28, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 38,473 | 2,475 | 0.27% | 0.27% | 76 | +76 | 0.2% | Q1 2026 | May 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 37,992 | 2,444 | 0.13% | 0.11% | 77 | -1,108 | -2.83% | Q1 2026 | Apr 28, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 36,965 | 2,378 | 0.18% | 0.18% | 78 | +658 | 1.81% | Q1 2026 | Apr 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 36,107 | 2,323 | 0.01% | 0.01% | 79 | +3,233 | 9.83% | Q1 2026 | Apr 24, 2026 |
| Visionary Wealth Advisors | History | Added to | 35,510 | 2,285 | 0.1% | 0.1% | 80 | +1,334 | 3.9% | Q1 2026 | May 13, 2026 |
| Legacy Advisory Services, LLC | History | Added to | 34,218 | 2,201 | 1.68% | 1.55% | 81 | +2,589 | 8.19% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 33,599 | 2,162 | 0.02% | — | 82 | +33,599 | New | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 33,497 | 2,155 | 0.06% | 0.05% | 83 | +7,897 | 30.85% | Q1 2026 | Apr 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 33,376 | 2,147 | 0.02% | 0.02% | 84 | +447 | 1.36% | Q1 2026 | Apr 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 33,322 | 2,143 | 0.0% | 0.0% | 85 | +1,275 | 3.98% | Q1 2026 | May 14, 2026 |
| Selby Wealth Management, LLC | History | Added to | 32,309 | 2,079 | 0.82% | 0.8% | 86 | +1,674 | 5.46% | Q1 2026 | Apr 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 32,215 | 2,073 | 0.0% | 0.0% | 87 | +28,526 | 773.27% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 32,083 | 2,065 | 0.01% | 0.02% | 88 | -76,478 | -70.45% | Q1 2026 | Apr 22, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 32,071 | 2,063 | 0.02% | 0.02% | 89 | +2,357 | 7.93% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 31,565 | 2,031 | 0.01% | 0.01% | 90 | +6,615 | 26.51% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 30,336 | 1,952 | 0.01% | — | 91 | +30,336 | New | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 29,365 | 1,889 | 0.01% | 0.01% | 92 | +1,650 | 5.95% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 28,958 | 1,863 | 0.0% | 0.0% | 93 | -3,379 | -10.45% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 28,071 | 1,806 | 0.04% | 0.04% | 94 | +1,095 | 4.06% | Q1 2026 | May 01, 2026 |
| Harbor Group, Inc. | History | Added to | 27,986 | 1,800 | 0.26% | 0.27% | 95 | +45 | 0.16% | Q1 2026 | Apr 10, 2026 |
| Rothschild Wealth LLC | History | Added to | 27,956 | 1,798 | 0.16% | 0.17% | 96 | +1,235 | 4.62% | Q1 2026 | May 06, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 27,452 | 1,775 | 0.67% | 0.61% | 97 | +3,406 | 14.16% | Q1 2026 | Apr 29, 2026 |
| Prentice Wealth Management LLC | History | Added to | 26,930 | 1,732 | 0.39% | 0.39% | 98 | +821 | 3.14% | Q1 2026 | Apr 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 26,437 | 1,718 | 0.01% | 0.01% | 99 | -281 | -1.05% | Q1 2026 | May 15, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 26,339 | 1,694 | 0.12% | 0.11% | 100 | +3,530 | 15.48% | Q1 2026 | Apr 23, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 26,161 | 1,683 | 0.16% | 0.16% | 101 | +699 | 2.75% | Q1 2026 | May 06, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 26,025 | 1,674 | 0.21% | 0.2% | 102 | +1,382 | 5.61% | Q1 2026 | Apr 10, 2026 |
| Focus Financial Network, Inc. | History | Added to | 25,773 | 1,658 | 0.06% | 0.04% | 103 | +8,945 | 53.16% | Q1 2026 | Apr 14, 2026 |
| Vines Capital Management, LLC | History | Added to | 25,558 | 1,644 | 1.63% | 1.57% | 104 | +837 | 3.39% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 25,604 | 1,616 | 0.0% | 0.0% | 105 | +9,477 | 58.76% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 25,065 | 1,612 | 0.01% | 0.02% | 106 | -253 | -1.0% | Q1 2026 | May 15, 2026 |
| Legacy Financial Group LLC | History | Reduced | 25,028 | 1,610 | 0.2% | 0.21% | 107 | -617 | -2.41% | Q1 2026 | May 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 24,879 | 1,600 | 0.01% | 0.01% | 108 | +3,835 | 18.22% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 24,811 | 1,596 | 0.0% | 0.0% | 109 | +4,991 | 25.18% | Q1 2026 | May 13, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 23,509 | 1,593 | 0.67% | 0.89% | 110 | -5,228 | -18.19% | Q1 2026 | May 04, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 24,307 | 1,564 | 0.06% | 0.02% | 111 | +16,639 | 216.99% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 23,950 | 1,541 | 0.03% | 0.03% | 112 | -99 | -0.41% | Q1 2026 | Apr 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 23,608 | 1,519 | 0.0% | 0.0% | 113 | +14,208 | 151.15% | Q1 2026 | May 12, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 22,091 | 1,421 | 0.15% | 0.14% | 114 | +1,916 | 9.5% | Q1 2026 | May 13, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 14,060 | 1,414 | 0.62% | 0.72% | 115 | -8,813 | -38.53% | Q1 2026 | May 04, 2026 |
| Westside Investment Management, Inc. | History | Added to | 21,840 | 1,405 | 0.22% | 0.13% | 116 | +9,110 | 71.56% | Q1 2026 | May 04, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 21,768 | 1,400 | 0.01% | 0.01% | 117 | +6,875 | 46.16% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 21,316 | 1,371 | 0.0% | 0.0% | 118 | -250 | -1.16% | Q1 2026 | May 14, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 21,041 | 1,367 | 0.29% | 0.29% | 119 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 21,100 | 1,357 | 0.36% | 0.31% | 120 | +2,248 | 11.92% | Q1 2026 | May 08, 2026 |
| Gallacher Capital Management LLC | History | Added to | 20,924 | 1,346 | 0.52% | 0.49% | 121 | +1,361 | 6.96% | Q1 2026 | May 05, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 20,677 | 1,330 | 0.09% | 0.09% | 122 | -270 | -1.29% | Q1 2026 | May 07, 2026 |
| SimpliFi, Inc. | History | Added to | 20,351 | 1,309 | 0.55% | 0.52% | 123 | +1,504 | 7.98% | Q1 2026 | Apr 22, 2026 |
| Piedmont Capital Management, LLC | History | Reduced | 20,278 | 1,308 | 0.67% | 0.78% | 124 | -3,129 | -13.37% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 19,402 | 1,248 | 0.01% | 0.01% | 125 | -2,836 | -12.75% | Q1 2026 | May 05, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 19,132 | 1,231 | 0.28% | 0.28% | 126 | +91 | 0.48% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 18,988 | 1,221 | 0.01% | 0.01% | 127 | +12,349 | 186.01% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 18,845 | 1,212 | 0.01% | 0.01% | 128 | +1,355 | 7.75% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 18,681 | 1,202 | 0.05% | 0.06% | 129 | +304 | 1.65% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 18,629 | 1,198 | 0.01% | 0.01% | 130 | +4,589 | 32.69% | Q1 2026 | Apr 30, 2026 |
| CENTRAL TRUST Co | History | Added to | 18,454 | 1,187 | 0.02% | 0.02% | 131 | +3,179 | 20.81% | Q1 2026 | Apr 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 18,386 | 1,183 | 0.01% | 0.05% | 132 | -47,196 | -71.96% | Q1 2026 | Apr 28, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 18,181 | 1,169 | 0.58% | 0.64% | 133 | -1,170 | -6.05% | Q1 2026 | May 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 17,883 | 1,150 | 0.21% | 0.22% | 134 | -149 | -0.83% | Q1 2026 | Apr 15, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 17,500 | 1,126 | 0.26% | 0.14% | 135 | +7,950 | 83.25% | Q1 2026 | Apr 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 17,408 | 1,120 | 0.0% | 0.0% | 136 | -572 | -3.18% | Q1 2026 | May 07, 2026 |
| Westmount Partners, LLC | History | Added to | 17,285 | 1,112 | 0.27% | 0.26% | 137 | +1,466 | 9.27% | Q1 2026 | Apr 16, 2026 |
| Savant Capital, LLC | History | New | 17,238 | 1,109 | 0.01% | — | 138 | +17,238 | New | Q1 2026 | May 04, 2026 |
| WBH ADVISORY INC | History | No change | 17,034 | 1,102 | 0.08% | 0.08% | 139 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Northstar Group, Inc. | History | No change | 17,005 | 1,094 | 0.15% | 0.15% | 140 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,981 | 1,038 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 15,831 | 1,018 | 0.01% | 0.01% | 142 | -1,016 | -6.03% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,798 | 1,016 | 0.0% | 0.0% | 143 | -11,536 | -42.2% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 15,590 | 1,003 | 0.01% | 0.01% | 144 | +271 | 1.77% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 15,356 | 988 | 0.0% | 0.0% | 145 | +2,663 | 20.98% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 15,276 | 983 | 0.03% | 0.03% | 146 | -3,392 | -18.17% | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 14,654 | 942 | 0.01% | 0.01% | 147 | -6,557 | -30.91% | Q1 2026 | May 15, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 14,034 | 903 | 0.25% | 0.09% | 148 | +9,387 | 202.0% | Q1 2026 | Apr 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 13,344 | 894 | 0.02% | — | 149 | +13,344 | New | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,575 | 878 | 0.01% | 0.01% | 150 | +2,289 | 20.28% | Q1 2026 | Apr 07, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 13,455 | 865 | 0.01% | 0.01% | 151 | -1,518 | -10.14% | Q1 2026 | Apr 09, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 13,215 | 850 | 0.13% | 0.15% | 152 | +606 | 4.81% | Q1 2026 | Apr 17, 2026 |
| Adirondack Capital Advisors, LLC | History | No change | 13,000 | 836 | 0.54% | 0.57% | 153 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| High Falls Advisors, Inc | History | No change | 12,495 | 812 | 0.16% | 0.16% | 154 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 12,272 | 789 | 0.0% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 12,236 | 787 | 0.0% | 0.0% | 156 | +441 | 3.74% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 11,879 | 764 | 0.06% | 0.07% | 157 | -384 | -3.13% | Q1 2026 | Apr 08, 2026 |
| Composition Wealth, LLC | History | Added to | 11,833 | 761 | 0.01% | 0.01% | 158 | +738 | 6.65% | Q1 2026 | Apr 08, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 11,776 | 757 | 0.21% | 0.17% | 159 | -5,219 | -30.71% | Q1 2026 | Apr 24, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 11,721 | 754 | 0.09% | 0.09% | 160 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Brio Consultants, LLC | History | Added to | 11,067 | 751 | 0.09% | 0.08% | 161 | +997 | 9.9% | Q1 2026 | May 06, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 11,667 | 750 | 0.13% | 0.22% | 162 | -7,665 | -39.65% | Q1 2026 | Apr 17, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 11,580 | 745 | 0.01% | 0.01% | 163 | -1,042 | -8.26% | Q1 2026 | Apr 10, 2026 |
| PDS Planning, Inc | History | No change | 11,558 | 743 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 11,506 | 740 | 0.02% | 0.01% | 165 | +1,575 | 15.86% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 11,417 | 734 | 0.08% | 0.08% | 166 | -105 | -0.91% | Q1 2026 | Apr 28, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 11,278 | 725 | 0.28% | 0.31% | 167 | -757 | -6.29% | Q1 2026 | May 01, 2026 |
| Fidato Wealth LLC | History | Reduced | 11,263 | 724 | 0.47% | 0.48% | 168 | -190 | -1.66% | Q1 2026 | May 07, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,056 | 711 | 0.02% | 0.01% | 169 | +4,160 | 60.32% | Q1 2026 | May 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 10,991 | 707 | 0.01% | 0.0% | 170 | +4,972 | 82.61% | Q1 2026 | May 01, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 10,983 | 706 | 0.16% | 0.17% | 171 | +12 | 0.11% | Q1 2026 | Apr 27, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 10,786 | 694 | 0.27% | 0.28% | 172 | +5 | 0.05% | Q1 2026 | May 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 10,700 | 688 | 0.0% | 0.0% | 173 | -8,300 | -43.68% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Reduced | 10,689 | 687 | 0.01% | 0.01% | 174 | -1,353 | -11.24% | Q1 2026 | Apr 27, 2026 |
| Clearview Wealth Management LLC | History | New | 10,666 | 686 | 0.49% | — | 175 | +10,666 | New | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 10,653 | 685 | 0.0% | 0.0% | 176 | -849 | -7.38% | Q1 2026 | May 13, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 10,607 | 682 | 0.05% | 0.05% | 177 | +509 | 5.04% | Q1 2026 | Apr 29, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 10,572 | 680 | 0.1% | 0.16% | 178 | -5,293 | -33.36% | Q1 2026 | Apr 14, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 10,306 | 663 | 0.07% | 0.07% | 179 | +1,330 | 14.82% | Q1 2026 | May 05, 2026 |
| NVWM, LLC | History | Reduced | 10,117 | 651 | 0.14% | 0.17% | 180 | -2,245 | -18.16% | Q1 2026 | Apr 27, 2026 |
| Busey Bank | History | No change | 10,026 | 645 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 9,931 | 639 | 0.41% | 0.48% | 182 | -1,612 | -13.97% | Q1 2026 | May 15, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 9,851 | 633 | 0.33% | 0.25% | 183 | -432 | -4.2% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 9,832 | 632 | 0.32% | 0.41% | 184 | -2,199 | -18.28% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 9,274 | 629 | 0.08% | 0.07% | 185 | +2,923 | 46.02% | Q1 2026 | May 06, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Added to | 9,743 | 626 | 0.02% | 0.01% | 186 | +2,384 | 32.4% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 9,655 | 621 | 0.0% | 0.0% | 187 | +5,937 | 159.68% | Q1 2026 | May 15, 2026 |
| EFG International AG | History | No change | 9,627 | 619 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 9,591 | 617 | 0.36% | 0.35% | 189 | +127 | 1.34% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 9,451 | 608 | 0.03% | 0.04% | 190 | -1,712 | -15.34% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Added to | 9,441 | 607 | 0.0% | 0.0% | 191 | +705 | 8.07% | Q1 2026 | May 14, 2026 |
| Creekside Partners | History | New | 9,374 | 603 | 0.25% | — | 192 | +9,374 | New | Q1 2026 | Apr 21, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 9,128 | 587 | 0.04% | 0.07% | 193 | -5,689 | -38.4% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Reduced | 9,014 | 580 | 0.03% | 0.03% | 194 | -1,487 | -14.16% | Q1 2026 | Apr 21, 2026 |
| NICOLET BANKSHARES INC | History | New | 8,942 | 578 | 0.02% | — | 197 | +8,942 | New | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 8,996 | 578 | 0.11% | 0.01% | 195 | +8,307 | 1205.66% | Q1 2026 | May 20, 2026 |
| Heirloom Wealth Management | History | Added to | 8,993 | 578 | 0.1% | 0.13% | 196 | +461 | 5.4% | Q1 2026 | Apr 14, 2026 |
| MOR Wealth Management, LLC | History | Added to | 8,943 | 575 | 0.26% | 0.25% | 198 | +425 | 4.99% | Q1 2026 | Apr 24, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 8,903 | 572 | 0.01% | 0.01% | 199 | -20 | -0.22% | Q1 2026 | May 12, 2026 |
| Vertrix Wealth Management, LLC | History | New | 8,835 | 568 | 0.21% | — | 200 | +8,835 | New | Q1 2026 | Apr 24, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 8,793 | 565 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 8,718 | 561 | 0.07% | 0.08% | 203 | +171 | 2.0% | Q1 2026 | Apr 13, 2026 |
| New Capital Management LP | History | Added to | 8,720 | 561 | 0.14% | 0.14% | 202 | +10 | 0.11% | Q1 2026 | Apr 14, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 8,604 | 559 | 0.08% | 0.08% | 204 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Transcendent Capital Group LLC | History | Added to | 8,593 | 552 | 0.25% | 0.2% | 205 | +1,762 | 25.79% | Q1 2026 | Apr 27, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 8,519 | 548 | 0.02% | 0.02% | 206 | +957 | 12.66% | Q1 2026 | Apr 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,340 | 536 | 0.0% | 0.0% | 207 | +586 | 7.56% | Q1 2026 | May 15, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 7,947 | 536 | 0.08% | 0.08% | 208 | +129 | 1.65% | Q1 2026 | May 11, 2026 |
| Orin Green Financial, LLC | History | Added to | 8,099 | 521 | 0.21% | 0.21% | 209 | +115 | 1.44% | Q1 2026 | Apr 29, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 8,032 | 516 | 0.19% | 0.51% | 210 | -13,792 | -63.2% | Q1 2026 | Apr 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 8,027 | 516 | 0.01% | 0.01% | 211 | +34 | 0.43% | Q1 2026 | May 11, 2026 |
| Procyon Advisors, LLC | History | New | 7,867 | 506 | 0.02% | — | 212 | +7,867 | New | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 7,686 | 494 | 0.01% | 0.0% | 213 | +3,488 | 83.09% | Q1 2026 | Apr 23, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 7,690 | 494 | 0.06% | 0.06% | 214 | -800 | -9.42% | Q1 2026 | Apr 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 7,620 | 490 | 0.16% | 0.17% | 215 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CIBC Bancorp USA Inc. | History | New | 7,539 | 485 | 0.0% | — | 216 | +7,539 | New | Q1 2026 | May 12, 2026 |
| Orcam Financial Group | History | Added to | 7,448 | 479 | 0.34% | 0.29% | 217 | +1,508 | 25.39% | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 7,387 | 475 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cresset Asset Management, LLC | History | No change | 7,342 | 472 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 7,429 | 468 | 0.24% | — | 220 | +7,429 | New | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Added to | 7,235 | 465 | 0.04% | 0.04% | 221 | +1,085 | 17.64% | Q1 2026 | Apr 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 7,193 | 462 | 0.01% | 0.01% | 222 | -3,192 | -30.74% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 7,136 | 459 | 0.0% | 0.0% | 223 | -15 | -0.21% | Q1 2026 | May 08, 2026 |
| MATHER GROUP, LLC. | History | New | 7,120 | 458 | 0.0% | — | 224 | +7,120 | New | Q1 2026 | Apr 13, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 7,114 | 457 | 0.01% | 0.01% | 225 | -3,109 | -30.41% | Q1 2026 | May 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 7,066 | 454 | 0.04% | 0.03% | 226 | -35 | -0.49% | Q1 2026 | Apr 23, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Added to | 7,001 | 450 | 0.11% | 0.1% | 227 | +45 | 0.65% | Q1 2026 | Apr 10, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 6,900 | 444 | 0.18% | — | 228 | +6,900 | New | Q1 2026 | May 06, 2026 |
| Redwood Park Advisors LLC | History | Added to | 6,889 | 443 | 0.3% | 0.29% | 229 | +292 | 4.43% | Q1 2026 | May 04, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | No change | 6,814 | 438 | 0.17% | 0.18% | 230 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 6,780 | 436 | 0.02% | 0.02% | 231 | -1,618 | -19.27% | Q1 2026 | May 18, 2026 |
| CX Institutional | History | Reduced | 6,760 | 435 | 0.01% | 0.01% | 232 | -418 | -5.82% | Q1 2026 | Apr 06, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 6,644 | 427 | 0.26% | 0.3% | 234 | -1,782 | -21.15% | Q1 2026 | Apr 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 6,640 | 427 | 0.02% | 0.02% | 233 | -706 | -9.61% | Q1 2026 | Apr 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 6,553 | 424 | 0.03% | 0.02% | 235 | +959 | 17.14% | Q1 2026 | May 01, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 6,593 | 424 | 0.16% | 0.16% | 236 | -4 | -0.06% | Q1 2026 | May 08, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 6,574 | 423 | 0.07% | 0.08% | 237 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 6,464 | 415 | 0.11% | 0.11% | 238 | +8 | 0.12% | Q1 2026 | Apr 20, 2026 |
| BCV Asset Management Inc. | History | New | 6,438 | 414 | 0.01% | — | 240 | +6,438 | New | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,449 | 414 | 0.01% | 0.01% | 239 | -16 | -0.25% | Q1 2026 | Apr 07, 2026 |
| Divergent Planning, LLC | History | No change | 6,262 | 408 | 0.1% | 0.1% | 241 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| XML Financial, LLC | History | No change | 6,196 | 398 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 6,181 | 397 | 0.02% | 0.02% | 243 | +190 | 3.17% | Q1 2026 | May 13, 2026 |
| Janney Capital Management LLC | History | No change | 6,075 | 395 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 6,122 | 393 | 0.02% | 0.03% | 245 | -847 | -12.15% | Q1 2026 | May 15, 2026 |
| Advance Capital Management, Inc. | History | New | 6,102 | 392 | 0.01% | — | 246 | +6,102 | New | Q1 2026 | Apr 29, 2026 |
| DORVAL Corp | History | No change | 6,079 | 391 | 0.12% | 0.13% | 247 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Saxony Capital Management, LLC | History | Added to | 6,044 | 388 | 0.23% | 0.24% | 248 | +81 | 1.36% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 6,019 | 387 | 0.01% | 0.0% | 249 | +843 | 16.29% | Q1 2026 | May 15, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 6,019 | 387 | 0.21% | 0.24% | 250 | +8 | 0.13% | Q1 2026 | Apr 16, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 5,988 | 385 | 0.41% | 0.41% | 251 | +20 | 0.34% | Q1 2026 | May 07, 2026 |
| RDA Financial Network | History | No change | 5,970 | 384 | 0.1% | 0.09% | 252 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Box Hill Private Wealth LLC | History | New | 5,919 | 380 | 0.38% | — | 253 | +5,919 | New | Q1 2026 | Apr 03, 2026 |
| Maia Wealth LLC | History | No change | 5,895 | 379 | 0.06% | 0.07% | 254 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 5,807 | 375 | 0.06% | 0.07% | 255 | -475 | -7.56% | Q1 2026 | Apr 20, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 5,754 | 370 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GHP Investment Advisors, Inc. | History | New | 5,738 | 369 | 0.02% | — | 257 | +5,738 | New | Q1 2026 | Apr 21, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 5,711 | 367 | 0.02% | 0.02% | 258 | +30 | 0.53% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 5,660 | 364 | 0.0% | 0.0% | 259 | -560 | -9.0% | Q1 2026 | Apr 15, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 5,458 | 361 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 5,508 | 354 | 0.11% | 0.1% | 262 | +1,128 | 25.75% | Q1 2026 | May 04, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 5,503 | 354 | 0.1% | 0.1% | 261 | -35 | -0.63% | Q1 2026 | Apr 24, 2026 |
| StoneX Group Inc. | History | No change | 5,480 | 352 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 5,457 | 351 | 0.04% | 0.04% | 264 | -96 | -1.73% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 5,446 | 350 | 0.03% | 0.02% | 265 | +898 | 19.74% | Q1 2026 | Apr 14, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 5,382 | 346 | 0.02% | 0.02% | 266 | -809 | -13.07% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 5,334 | 343 | 0.01% | 0.01% | 267 | -1 | -0.02% | Q1 2026 | May 14, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 5,236 | 336 | 0.06% | 0.06% | 268 | -67 | -1.26% | Q1 2026 | Apr 14, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 5,214 | 335 | 0.21% | 0.23% | 269 | -39 | -0.74% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,192 | 334 | 0.0% | 0.0% | 270 | -7,700 | -59.73% | Q1 2026 | May 04, 2026 |
| CIBC WORLD MARKET INC. | History | New | 5,145 | 331 | 0.0% | — | 271 | +5,145 | New | Q1 2026 | May 14, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 5,129 | 330 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 5,118 | 329 | 0.06% | 0.05% | 273 | +746 | 17.06% | Q1 2026 | Apr 23, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 5,110 | 328 | 0.21% | 0.28% | 274 | -1,635 | -24.24% | Q1 2026 | May 11, 2026 |
| Somnio Financial Group, LLC | History | Reduced | 5,025 | 323 | 0.21% | 0.26% | 276 | -959 | -16.03% | Q1 2026 | Apr 09, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 5,031 | 323 | 0.02% | 0.03% | 275 | +163 | 3.35% | Q1 2026 | Apr 22, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 4,917 | 316 | 0.05% | 0.04% | 277 | +786 | 19.03% | Q1 2026 | Apr 21, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 4,897 | 315 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | Reduced | 4,863 | 312 | 0.01% | 0.02% | 279 | -543 | -10.04% | Q1 2026 | May 05, 2026 |
| Bellwether Advisors, LLC | History | Added to | 4,840 | 311 | 0.05% | 0.05% | 281 | +138 | 2.93% | Q1 2026 | May 12, 2026 |
| Aquire Wealth Advisors, LLC | History | Added to | 4,843 | 311 | 0.08% | 0.08% | 280 | +136 | 2.89% | Q1 2026 | Apr 10, 2026 |
| PFG Investments, LLC | History | New | 4,820 | 310 | 0.01% | — | 282 | +4,820 | New | Q1 2026 | Apr 27, 2026 |
| Capital Analysts, LLC | History | Added to | 4,801 | 309 | 0.01% | 0.0% | 283 | +4,552 | 1828.11% | Q1 2026 | May 14, 2026 |
| Wealthquest Corp | History | No change | 4,767 | 309 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Altura Wealth Advisors Inc. | History | Reduced | 4,771 | 307 | 0.13% | 0.16% | 285 | -820 | -14.67% | Q1 2026 | May 12, 2026 |
| Vantage Financial Partners, LLC | History | No change | 4,641 | 301 | 0.06% | 0.06% | 286 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 4,675 | 300 | 0.02% | 0.02% | 287 | +375 | 8.72% | Q1 2026 | May 07, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 4,647 | 299 | 0.06% | 0.09% | 290 | -1,733 | -27.16% | Q1 2026 | May 12, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 4,656 | 299 | 0.25% | 0.26% | 289 | +1 | 0.02% | Q1 2026 | Apr 14, 2026 |
| Chesapeake Wealth Management | History | No change | 4,650 | 299 | 0.09% | 0.09% | 288 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 4,600 | 296 | 0.12% | 0.1% | 291 | +900 | 24.32% | Q1 2026 | May 15, 2026 |
| GEN Financial Management, INC. | History | Added to | 4,587 | 295 | 0.18% | 0.15% | 293 | +1,031 | 28.99% | Q1 2026 | Apr 16, 2026 |
| MAI Capital Management | History | Added to | 4,587 | 295 | 0.0% | 0.0% | 292 | +9 | 0.2% | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | Added to | 4,449 | 286 | 0.01% | 0.01% | 294 | +61 | 1.39% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,435 | 285 | 0.0% | 0.0% | 296 | +4,360 | 5813.33% | Q1 2026 | Apr 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 4,435 | 285 | 0.02% | 0.02% | 295 | -78 | -1.73% | Q1 2026 | Apr 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,410 | 283 | 0.01% | 0.0% | 297 | +2,310 | 110.0% | Q1 2026 | May 04, 2026 |
| ABLE Financial Group, LLC | History | Added to | 4,347 | 279 | 0.05% | 0.05% | 298 | +627 | 16.85% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | New | 4,293 | 276 | 0.0% | — | 299 | +4,293 | New | Q1 2026 | May 01, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 4,280 | 275 | 0.12% | 0.12% | 300 | +46 | 1.09% | Q1 2026 | May 11, 2026 |