BlackRock ETF Trust - BAI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 66,537,668 | 2,192,416 | 0.59% | 0.57% | 1 | +8,657,152 | 14.96% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 27,365,121 | 901,680 | 0.24% | 0.21% | 2 | +3,958,770 | 16.91% | Q1 2026 | May 06, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 19,651,117 | 647,504 | 5.65% | 3.9% | 3 | +7,711,113 | 64.58% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 20,369,595 | 634,920 | 0.04% | 0.03% | 4 | +4,134,372 | 25.47% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 9,448,464 | 311,159 | 0.07% | 0.05% | 5 | +2,600,460 | 37.97% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 9,094,623 | 299,667 | 0.02% | 0.01% | 6 | +2,200,902 | 31.93% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 7,930,885 | 261,322 | 3.74% | 2.93% | 7 | +2,609,665 | 49.04% | Q1 2026 | May 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 7,445,617 | 245,333 | 4.47% | 2.83% | 8 | +2,775,398 | 59.43% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,752,705 | 222,501 | 0.02% | 0.01% | 9 | +1,616,893 | 31.48% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,238,515 | 205,559 | 1.61% | 1.62% | 10 | +505,503 | 8.82% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Added to | 5,610,905 | 184,879 | 0.49% | 0.46% | 11 | +490,266 | 9.57% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 5,585,010 | 184,026 | 1.02% | 0.65% | 12 | +64,545 | 1.17% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,232,572 | 172,413 | 0.48% | 0.42% | 13 | +44,701 | 0.86% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 4,800,643 | 158,181 | 0.17% | 0.16% | 14 | +497,549 | 11.56% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,721,827 | 122,634 | 0.3% | 0.25% | 15 | +456,830 | 13.99% | Q1 2026 | Apr 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,672,660 | 121,014 | 0.04% | 0.03% | 16 | +955,698 | 35.18% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 3,290,414 | 108,419 | 0.39% | 0.37% | 17 | +201,227 | 6.51% | Q1 2026 | Jun 02, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,198,581 | 105,393 | 0.02% | 0.02% | 18 | +300,664 | 10.38% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,837,228 | 93,486 | 0.06% | 0.0% | 19 | +2,834,328 | 97735.45% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,775,736 | 91,460 | 0.13% | 0.11% | 20 | +308,631 | 12.51% | Q1 2026 | Apr 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 2,674,692 | 88,131 | 0.86% | 0.73% | 21 | +444,396 | 19.93% | Q1 2026 | May 08, 2026 |
| SOFI WEALTH, LLC | History | Added to | 2,602,652 | 85,757 | 4.13% | 4.09% | 22 | +140,925 | 5.72% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,517,315 | 82,945 | 0.62% | 0.58% | 23 | +350,042 | 16.15% | Q1 2026 | Apr 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 2,427,719 | 79,993 | 0.99% | 0.94% | 24 | +279,732 | 13.02% | Q1 2026 | May 11, 2026 |
| JB Capital LLC | History | Added to | 2,123,297 | 69,962 | 2.83% | 2.83% | 25 | +41,918 | 2.01% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,700,407 | 56,028 | 0.05% | 0.05% | 26 | +152,812 | 9.87% | Q1 2026 | May 12, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 1,647,452 | 54,283 | 2.4% | 2.16% | 27 | +99,112 | 6.4% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,605,454 | 52,899 | 0.29% | 0.27% | 28 | +122,070 | 8.23% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,600,978 | 52,765 | 0.08% | 0.05% | 29 | +540,311 | 50.94% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,584,679 | 51,780 | 0.1% | 0.12% | 30 | -376,677 | -19.2% | Q1 2026 | May 01, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,516,138 | 49,705 | 0.31% | 0.3% | 31 | +24,615 | 1.65% | Q1 2026 | May 15, 2026 |
| Destination Wealth Management | History | Added to | 1,478,750 | 48,724 | 1.27% | 1.22% | 32 | +77,547 | 5.53% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,242,743 | 40,948 | 0.01% | 0.0% | 33 | +560,666 | 82.2% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Reduced | 1,158,944 | 38,187 | 0.0% | 0.0% | 34 | -135,063 | -10.44% | Q1 2026 | May 13, 2026 |
| Abundance Wealth Counselors | History | Added to | 1,114,217 | 36,713 | 5.27% | 6.19% | 35 | +13,533 | 1.23% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,081,802 | 35,645 | 0.01% | 0.0% | 36 | +328,748 | 43.66% | Q1 2026 | May 15, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 1,051,252 | 34,638 | 0.91% | 0.87% | 37 | +68,621 | 6.98% | Q1 2026 | Apr 16, 2026 |
| AE Wealth Management LLC | History | Added to | 999,677 | 32,939 | 0.18% | 0.18% | 38 | +74,760 | 8.08% | Q1 2026 | May 13, 2026 |
| Ascent Group, LLC | History | Added to | 973,080 | 32,063 | 1.11% | 1.05% | 39 | +47,122 | 5.09% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 945,924 | 31,168 | 1.77% | 1.32% | 40 | +281,299 | 42.32% | Q1 2026 | Apr 09, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 721,285 | 29,940 | 1.94% | 1.37% | 41 | +105,262 | 17.09% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | New | 890,399 | 29,338 | 0.04% | — | 42 | +890,399 | New | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 889,500 | 29,309 | 0.33% | 0.3% | 43 | +90,290 | 11.3% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 865,863 | 28,530 | 0.23% | 0.31% | 44 | +88,422 | 11.37% | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 845,384 | 28,151 | 2.09% | 2.09% | 45 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 845,898 | 27,872 | 1.06% | 0.96% | 46 | +57,561 | 7.3% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 809,890 | 26,685 | 0.62% | 0.61% | 47 | +57,346 | 7.62% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 742,434 | 24,463 | 0.03% | 0.03% | 48 | +67,721 | 10.04% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 738,319 | 24,328 | 0.06% | 0.06% | 49 | +80,974 | 12.32% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Added to | 736,770 | 24,276 | 0.69% | 0.26% | 50 | +468,941 | 175.09% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 732,673 | 24,141 | 0.05% | 0.01% | 51 | +554,491 | 311.19% | Q1 2026 | May 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 709,777 | 23,634 | 0.15% | 0.11% | 52 | +225,545 | 46.58% | Q1 2026 | May 15, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 714,233 | 23,533 | 1.46% | 2.1% | 53 | -320,541 | -30.98% | Q1 2026 | Apr 22, 2026 |
| IHT Wealth Management, LLC | History | Added to | 683,919 | 22,535 | 0.52% | 0.44% | 54 | +145,602 | 27.05% | Q1 2026 | May 15, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 662,075 | 21,815 | 2.59% | 1.97% | 55 | +158,201 | 31.4% | Q1 2026 | Apr 21, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 641,141 | 21,125 | 2.79% | 1.5% | 56 | +294,253 | 84.83% | Q1 2026 | Apr 27, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 634,211 | 20,897 | 2.89% | 1.76% | 57 | +255,916 | 67.65% | Q1 2026 | Apr 21, 2026 |
| Scarborough Advisors, LLC | History | Added to | 627,606 | 20,679 | 2.26% | 2.87% | 58 | +117,287 | 22.98% | Q1 2026 | May 07, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 622,968 | 20,526 | 1.95% | 1.54% | 59 | +124,167 | 24.89% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 618,804 | 20,389 | 0.41% | 0.36% | 60 | +95,926 | 18.35% | Q1 2026 | May 14, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 476,114 | 20,203 | 2.77% | 2.26% | 61 | +26,844 | 5.98% | Q1 2026 | Apr 28, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 602,252 | 19,844 | 1.57% | 1.23% | 62 | +212,994 | 54.72% | Q1 2026 | Apr 16, 2026 |
| Sharkey, Howes & Javer | History | Added to | 593,338 | 19,550 | 2.63% | 2.41% | 63 | +22,874 | 4.01% | Q1 2026 | Apr 08, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 475,072 | 19,392 | 1.34% | 1.16% | 64 | -1,207 | -0.25% | Q1 2026 | Apr 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 572,123 | 18,851 | 0.07% | 0.03% | 65 | +357,765 | 166.9% | Q1 2026 | Apr 30, 2026 |
| Wharton Business Group, LLC | History | New | 556,675 | 18,342 | 0.69% | — | 66 | +556,675 | New | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Reduced | 551,902 | 18,185 | 0.02% | 0.02% | 67 | -43,119 | -7.25% | Q1 2026 | May 13, 2026 |
| West Wealth Group, LLC | History | Added to | 511,188 | 16,843 | 3.33% | 3.24% | 68 | +42,781 | 9.13% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 503,816 | 16,600 | 0.08% | 0.08% | 69 | +53,695 | 11.93% | Q1 2026 | May 08, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 479,288 | 15,792 | 5.68% | 5.01% | 70 | +63,713 | 15.33% | Q1 2026 | Apr 14, 2026 |
| Trek Financial, LLC | History | Added to | 474,421 | 15,632 | 0.83% | 0.56% | 71 | +182,425 | 62.48% | Q1 2026 | May 13, 2026 |
| Stone House Investment Management, LLC | History | Added to | 469,968 | 15,485 | 2.77% | 2.19% | 72 | +45,488 | 10.72% | Q1 2026 | Apr 22, 2026 |
| MA Private Wealth | History | Added to | 469,158 | 15,458 | 2.61% | 2.5% | 73 | +19,030 | 4.23% | Q1 2026 | May 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 441,841 | 14,558 | 0.16% | 0.03% | 74 | +367,218 | 492.1% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 435,284 | 14,342 | 0.07% | 0.06% | 75 | +26,270 | 6.42% | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 433,429 | 14,281 | 0.16% | 0.08% | 76 | +207,833 | 92.13% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 432,972 | 14,266 | 0.12% | 0.1% | 77 | +36,738 | 9.27% | Q1 2026 | May 13, 2026 |
| TSFG, LLC | History | Added to | 428,244 | 14,111 | 2.14% | 2.04% | 78 | +17,892 | 4.36% | Q1 2026 | Apr 27, 2026 |
| KWB Wealth | History | Reduced | 417,288 | 13,895 | 1.37% | 1.33% | 79 | -5,666 | -1.34% | Q1 2026 | Apr 08, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 421,583 | 13,891 | 0.42% | 0.48% | 80 | -16,710 | -3.81% | Q1 2026 | May 05, 2026 |
| Keystone Financial Group | History | Added to | 418,803 | 13,799 | 0.94% | 0.88% | 81 | +59,614 | 16.6% | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 414,031 | 13,642 | 0.22% | 0.2% | 82 | +59,564 | 16.8% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 409,659 | 13,498 | 0.15% | 0.08% | 83 | +189,524 | 86.09% | Q1 2026 | Apr 20, 2026 |
| Capital Analysts, LLC | History | Added to | 402,514 | 13,263 | 0.35% | 0.18% | 84 | +215,806 | 115.58% | Q1 2026 | May 14, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 399,006 | 13,146 | 1.05% | 0.9% | 85 | +54,412 | 15.79% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 392,035 | 12,917 | 0.0% | — | 86 | +392,035 | New | Q1 2026 | May 12, 2026 |
| High Falls Advisors, Inc | History | No change | 386,610 | 12,874 | 2.61% | 2.61% | 87 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 388,529 | 12,802 | 0.5% | 0.3% | 88 | +306,759 | 375.15% | Q1 2026 | May 15, 2026 |
| EQ LLC | History | Added to | 386,872 | 12,747 | 3.59% | 3.45% | 89 | +27,790 | 7.74% | Q1 2026 | May 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 386,284 | 12,728 | 1.77% | 1.71% | 90 | +17,249 | 4.67% | Q1 2026 | Apr 24, 2026 |
| Security Financial Services, INC. | History | Added to | 384,843 | 12,680 | 2.01% | 1.9% | 91 | +21,671 | 5.97% | Q1 2026 | May 27, 2026 |
| Storen Legacy Partners, LLC | History | New | 372,014 | 12,257 | 3.84% | — | 92 | +372,014 | New | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 359,498 | 12,248 | 0.12% | 0.12% | 93 | +37,122 | 11.52% | Q1 2026 | Apr 07, 2026 |
| PAX Financial Group, LLC | History | Added to | 356,430 | 11,744 | 2.0% | 1.85% | 94 | +34,676 | 10.78% | Q1 2026 | Apr 27, 2026 |
| Buttonwood Financial Group, LLC | History | Added to | 353,593 | 11,650 | 7.17% | 5.23% | 95 | +66,712 | 23.25% | Q1 2026 | Apr 15, 2026 |
| Kelly Financial Services LLC | History | Added to | 340,183 | 11,168 | 2.7% | 2.7% | 96 | +16,832 | 5.21% | Q1 2026 | Apr 13, 2026 |
| Stokes Family Office, LLC | History | Added to | 336,584 | 11,090 | 1.14% | 1.01% | 97 | +4,196 | 1.26% | Q1 2026 | May 11, 2026 |
| One Wealth Advisors, LLC | History | Added to | 332,160 | 10,944 | 1.36% | 1.27% | 98 | +20,857 | 6.7% | Q1 2026 | Apr 21, 2026 |
| Strategic Blueprint, LLC | History | Added to | 331,349 | 10,917 | 0.63% | 0.62% | 99 | +17,775 | 5.67% | Q1 2026 | Apr 29, 2026 |
| MCMORGAN & CO LLC | History | Added to | 331,308 | 10,916 | 1.77% | 1.8% | 100 | +4,233 | 1.29% | Q1 2026 | May 05, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 330,917 | 10,903 | 1.08% | 0.91% | 101 | +51,814 | 18.56% | Q1 2026 | May 14, 2026 |
| Detalus Advisors, LLC | History | Added to | 326,924 | 10,772 | 2.46% | 2.13% | 102 | +64,740 | 24.69% | Q1 2026 | Apr 22, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 316,823 | 10,439 | 1.04% | 0.99% | 103 | +18,835 | 6.32% | Q1 2026 | Apr 30, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 248,841 | 10,329 | 0.18% | 0.24% | 104 | +103,338 | 71.02% | Q1 2026 | May 01, 2026 |
| Keystone Financial Services | History | Added to | 309,678 | 10,203 | 2.99% | 2.56% | 105 | +55,187 | 21.69% | Q1 2026 | May 06, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | New | 307,658 | 10,137 | 1.1% | — | 106 | +307,658 | New | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 296,399 | 9,769 | 0.05% | 0.04% | 107 | +92,433 | 45.32% | Q1 2026 | May 15, 2026 |
| Blue Edge Capital, LLC | History | Reduced | 295,285 | 9,729 | 1.29% | 1.39% | 108 | -15,801 | -5.08% | Q1 2026 | Jun 02, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 238,727 | 9,642 | 0.62% | 0.5% | 109 | +19,138 | 8.72% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | Added to | 289,074 | 9,524 | 0.13% | 0.11% | 110 | +64,747 | 28.86% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 286,336 | 9,434 | 0.24% | 0.23% | 111 | +26,592 | 10.24% | Q1 2026 | Apr 07, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 286,144 | 9,428 | 2.49% | 2.11% | 112 | +43,082 | 17.72% | Q1 2026 | Apr 20, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 276,461 | 9,109 | 4.26% | 4.29% | 113 | +7,445 | 2.77% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 265,744 | 9,093 | 0.02% | 0.0% | 114 | +238,362 | 870.51% | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 268,415 | 8,938 | 0.16% | 0.16% | 115 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 271,231 | 8,937 | 2.75% | 2.65% | 116 | +7,641 | 2.9% | Q1 2026 | Apr 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 267,902 | 8,827 | 0.13% | 0.11% | 117 | +51,010 | 23.52% | Q1 2026 | May 13, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 267,145 | 8,802 | 1.24% | 1.15% | 118 | +18,152 | 7.29% | Q1 2026 | Apr 15, 2026 |
| SWMG, LLC | History | Added to | 260,779 | 8,592 | 2.45% | 2.36% | 119 | +13,748 | 5.57% | Q1 2026 | Apr 24, 2026 |
| Kilter Group LLC | History | Added to | 259,833 | 8,561 | 3.69% | 3.67% | 120 | +10,422 | 4.18% | Q1 2026 | May 14, 2026 |
| Tidemark, LLC | History | Added to | 256,221 | 8,442 | 2.15% | 2.1% | 121 | +34,105 | 15.35% | Q1 2026 | May 07, 2026 |
| Modern Wealth Management, LLC | History | Added to | 246,223 | 8,388 | 0.14% | 0.1% | 122 | +84,084 | 51.86% | Q1 2026 | May 14, 2026 |
| Greater Midwest Financial Group, LLC | History | Added to | 254,173 | 8,374 | 4.5% | 4.66% | 123 | +3,776 | 1.51% | Q1 2026 | Apr 24, 2026 |
| Legacy Financial Group LLC | History | Added to | 251,729 | 8,294 | 1.04% | 0.98% | 124 | +8,508 | 3.5% | Q1 2026 | May 04, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 251,503 | 8,287 | 2.98% | 2.27% | 125 | +61,610 | 32.44% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 247,412 | 8,152 | 0.47% | 0.47% | 126 | +12,821 | 5.47% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 246,326 | 8,116 | 0.09% | 0.09% | 127 | +18,822 | 8.27% | Q1 2026 | Apr 16, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 243,329 | 8,102 | 4.53% | 4.53% | 128 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| Vise Technologies, Inc. | History | No change | 242,568 | 8,077 | 0.16% | 0.16% | 129 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 240,859 | 7,936 | 2.69% | 2.57% | 130 | +18,457 | 8.3% | Q1 2026 | May 04, 2026 |
| Rothschild Wealth LLC | History | Added to | 238,252 | 7,850 | 0.71% | 0.68% | 131 | +26,238 | 12.38% | Q1 2026 | May 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 233,546 | 7,695 | 0.43% | 0.44% | 132 | +121,566 | 108.56% | Q1 2026 | Apr 22, 2026 |
| Ancora Advisors LLC | History | Added to | 231,592 | 7,630 | 0.16% | 0.14% | 133 | +22,308 | 10.66% | Q1 2026 | May 15, 2026 |
| Avid Wealth Partners LLC | History | Added to | 230,868 | 7,607 | 3.6% | 3.19% | 134 | +35,051 | 17.9% | Q1 2026 | Apr 30, 2026 |
| EWA, LLC | History | Added to | 230,029 | 7,579 | 1.72% | 1.82% | 135 | +6,269 | 2.8% | Q1 2026 | Apr 23, 2026 |
| Blue Trust, Inc. | History | Added to | 227,582 | 7,498 | 0.09% | 0.08% | 136 | +1,698 | 0.75% | Q1 2026 | Apr 20, 2026 |
| Sovran Advisors, LLC | History | Added to | 171,630 | 7,404 | 0.58% | 0.46% | 137 | +15,929 | 10.23% | Q1 2026 | May 01, 2026 |
| World Investment Advisors | History | Reduced | 219,785 | 7,241 | 0.12% | 0.12% | 138 | -2,953 | -1.33% | Q1 2026 | Apr 27, 2026 |
| Embree Financial Group | History | Added to | 216,119 | 7,121 | 0.84% | 0.52% | 139 | +89,840 | 71.14% | Q1 2026 | Apr 23, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 215,592 | 7,103 | 0.24% | 0.2% | 140 | +44,166 | 25.76% | Q1 2026 | Apr 17, 2026 |
| JT Stratford LLC | History | Added to | 207,411 | 6,834 | 0.87% | 0.82% | 141 | +15,029 | 7.81% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 206,879 | 6,816 | 0.15% | 0.13% | 142 | +20,879 | 11.23% | Q1 2026 | May 01, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 202,464 | 6,671 | 0.83% | 0.34% | 143 | +122,745 | 153.97% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 201,961 | 6,654 | 0.08% | 0.07% | 144 | +33,815 | 20.11% | Q1 2026 | Apr 20, 2026 |
| Archer Investment Management, LLC | History | Added to | 201,469 | 6,638 | 2.79% | 0.93% | 145 | +149,681 | 289.03% | Q1 2026 | Apr 08, 2026 |
| Invst, LLC | History | Reduced | 199,812 | 6,583 | 0.74% | 0.75% | 146 | -8,513 | -4.09% | Q1 2026 | May 13, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 199,750 | 6,581 | 0.89% | 0.88% | 147 | +4,096 | 2.09% | Q1 2026 | Apr 08, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 194,031 | 6,393 | 1.66% | 1.61% | 148 | +8,794 | 4.75% | Q1 2026 | Apr 14, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 193,806 | 6,385 | 0.62% | 0.54% | 149 | +24,793 | 14.67% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 192,615 | 6,346 | 0.1% | 0.1% | 150 | +12,212 | 6.77% | Q1 2026 | Apr 22, 2026 |
| Synergy Investment Management, LLC | History | Added to | 192,024 | 6,328 | 2.07% | 1.93% | 151 | +28,167 | 17.19% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 135,065 | 6,317 | 0.17% | 0.16% | 152 | +23,666 | 21.24% | Q1 2026 | May 14, 2026 |
| WealthShield Partners, LLC | History | Added to | 183,998 | 6,062 | 0.68% | 0.64% | 153 | +10,696 | 6.17% | Q1 2026 | May 01, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 182,940 | 6,027 | 0.93% | 0.89% | 154 | +19,784 | 12.13% | Q1 2026 | May 06, 2026 |
| Summit Financial, LLC | History | Added to | 181,125 | 5,968 | 0.08% | 0.01% | 155 | +159,326 | 730.89% | Q1 2026 | May 15, 2026 |
| TSA Wealth Managment LLC | History | Added to | 176,473 | 5,814 | 1.88% | 1.77% | 156 | +15,986 | 9.96% | Q1 2026 | May 01, 2026 |
| HighTower Advisors, LLC | History | Added to | 174,444 | 5,748 | 0.01% | 0.0% | 157 | +97,240 | 125.95% | Q1 2026 | May 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 169,580 | 5,587 | 0.15% | 0.14% | 158 | +5,239 | 3.19% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 163,804 | 5,397 | 0.13% | 0.12% | 159 | +21,950 | 15.47% | Q1 2026 | May 11, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 159,673 | 5,261 | 0.59% | 0.56% | 160 | +9,349 | 6.22% | Q1 2026 | May 05, 2026 |
| Apeiron RIA LLC | History | Reduced | 158,816 | 5,233 | 1.21% | 1.63% | 161 | -76,551 | -32.52% | Q1 2026 | Apr 27, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 158,345 | 5,217 | 1.01% | 1.11% | 162 | +14,659 | 10.2% | Q1 2026 | May 15, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 157,843 | 5,200 | 2.34% | 2.32% | 163 | +2,471 | 1.59% | Q1 2026 | Apr 28, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 154,992 | 5,106 | 2.16% | 2.03% | 164 | +4,020 | 2.66% | Q1 2026 | Apr 08, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 152,542 | 5,026 | 0.61% | 0.57% | 165 | +11,964 | 8.51% | Q1 2026 | Apr 23, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 152,097 | 5,011 | 1.26% | 1.35% | 166 | +21,213 | 16.21% | Q1 2026 | May 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 151,605 | 4,995 | 0.11% | 0.1% | 167 | +13,417 | 9.71% | Q1 2026 | May 15, 2026 |
| Keebeck Wealth Management | History | Added to | 150,554 | 4,960 | 0.56% | 0.49% | 168 | +21,883 | 17.01% | Q1 2026 | May 14, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 148,946 | 4,907 | 2.79% | — | 169 | +148,946 | New | Q1 2026 | May 11, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 146,885 | 4,839 | 0.14% | 0.14% | 170 | +7,465 | 5.35% | Q1 2026 | Apr 14, 2026 |
| LINCOLN CAPITAL CORP | History | New | 146,820 | 4,837 | 1.78% | — | 171 | +146,820 | New | Q1 2026 | Apr 16, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 146,377 | 4,823 | 1.61% | 1.59% | 172 | +2,795 | 1.95% | Q1 2026 | May 05, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 145,814 | 4,804 | 0.25% | 0.19% | 173 | +38,386 | 35.73% | Q1 2026 | Apr 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 145,234 | 4,785 | 0.13% | 0.13% | 174 | +7,937 | 5.78% | Q1 2026 | May 12, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 144,740 | 4,769 | 0.43% | 0.38% | 175 | +46,654 | 47.56% | Q1 2026 | May 12, 2026 |
| Able Wealth Management LLC | History | Added to | 143,769 | 4,737 | 1.27% | 0.13% | 176 | +130,969 | 1023.2% | Q1 2026 | Apr 24, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 143,660 | 4,733 | 0.11% | 0.1% | 177 | +78,793 | 121.47% | Q1 2026 | Apr 27, 2026 |
| Peak Wealth Management LLC | History | Added to | 142,976 | 4,711 | 3.87% | 3.55% | 178 | +15,560 | 12.21% | Q1 2026 | Apr 14, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 140,289 | 4,622 | 0.81% | 0.67% | 179 | +71 | 0.05% | Q1 2026 | May 15, 2026 |
| Town Capital LLC | History | Added to | 139,950 | 4,611 | 3.73% | 3.15% | 180 | +24,267 | 20.98% | Q1 2026 | Jun 04, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 139,798 | 4,606 | 1.45% | 1.28% | 181 | +19,425 | 16.14% | Q1 2026 | May 08, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 139,505 | 4,596 | 1.32% | 1.03% | 182 | +31,656 | 29.35% | Q1 2026 | May 14, 2026 |
| Integras Partners LLC | History | Reduced | 139,319 | 4,590 | 3.02% | 3.88% | 183 | -4,794 | -3.33% | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 137,784 | 4,539 | 0.16% | 0.06% | 184 | +82,932 | 151.19% | Q1 2026 | Apr 14, 2026 |
| J.E. Simmons & Co., P.C. | History | Added to | 136,607 | 4,501 | 3.01% | 2.83% | 185 | +5,259 | 4.0% | Q1 2026 | Apr 21, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 134,562 | 4,433 | 0.96% | — | 186 | +134,562 | New | Q1 2026 | May 13, 2026 |
| True Vision MN LLC | History | Added to | 134,207 | 4,422 | 2.28% | 1.96% | 187 | +18,170 | 15.66% | Q1 2026 | Apr 16, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 132,956 | 4,380 | 4.33% | 4.25% | 188 | +1,963 | 1.5% | Q1 2026 | Apr 28, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 131,511 | 4,333 | 3.33% | 3.33% | 189 | +4,630 | 3.65% | Q1 2026 | Apr 28, 2026 |
| M1 Capital Management LLC | History | Added to | 131,424 | 4,330 | 2.0% | 0.89% | 190 | +67,239 | 104.76% | Q1 2026 | May 08, 2026 |
| Daviman Financial, LLC | History | Added to | 131,395 | 4,329 | 2.56% | 2.43% | 191 | +7,169 | 5.77% | Q1 2026 | Apr 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 130,586 | 4,302 | 0.01% | 0.0% | 192 | +102,389 | 363.12% | Q1 2026 | May 14, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 105,035 | 4,296 | 1.88% | 1.34% | 193 | +10,549 | 11.16% | Q1 2026 | May 04, 2026 |
| Elevated Financial Group LLC | History | Added to | 129,110 | 4,254 | 1.38% | 0.11% | 194 | +119,516 | 1245.74% | Q1 2026 | May 11, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 92,274 | 4,132 | 0.55% | 0.35% | 195 | +30,505 | 49.39% | Q1 2026 | May 06, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 116,407 | 3,835 | 3.13% | 2.38% | 196 | +33,827 | 40.96% | Q1 2026 | May 11, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 116,237 | 3,830 | 1.02% | 0.92% | 197 | +12,032 | 11.55% | Q1 2026 | Apr 16, 2026 |
| Maia Wealth LLC | History | Reduced | 115,751 | 3,814 | 0.65% | 0.71% | 198 | -5,748 | -4.73% | Q1 2026 | May 08, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 115,368 | 3,801 | 1.94% | 1.94% | 199 | -498 | -0.43% | Q1 2026 | Apr 17, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 108,737 | 3,582 | 2.61% | 2.46% | 200 | +6,673 | 6.54% | Q1 2026 | Apr 21, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 108,510 | 3,575 | 3.36% | 3.07% | 201 | +6,361 | 6.23% | Q1 2026 | May 08, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 106,999 | 3,525 | 2.92% | 2.32% | 202 | +25,324 | 31.01% | Q1 2026 | Apr 29, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 104,177 | 3,432 | 1.7% | 1.68% | 203 | +6,054 | 6.17% | Q1 2026 | Apr 16, 2026 |
| Simplicity Wealth,LLC | History | Added to | 104,072 | 3,429 | 0.19% | 0.17% | 204 | +19,738 | 23.4% | Q1 2026 | Apr 30, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 101,425 | 3,341 | 0.78% | 0.68% | 205 | +18,196 | 21.86% | Q1 2026 | Apr 24, 2026 |
| Central Pacific Bank - Trust Division | History | New | 100,845 | 3,322 | 0.42% | — | 206 | +100,845 | New | Q1 2026 | Apr 07, 2026 |
| Bedminster, LLC | History | Added to | 100,542 | 3,312 | 3.08% | 2.81% | 207 | +8,684 | 9.45% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | Added to | 98,589 | 3,248 | 0.12% | 0.08% | 208 | +48,462 | 96.68% | Q1 2026 | Jun 18, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 98,328 | 3,237 | 0.41% | 0.62% | 209 | -155 | -0.16% | Q1 2026 | May 18, 2026 |
| Centurion Wealth Management LLC | History | Added to | 97,599 | 3,215 | 0.72% | 0.65% | 210 | +8,977 | 10.13% | Q1 2026 | Apr 10, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 96,290 | 3,172 | 0.23% | 0.22% | 211 | +3,262 | 3.51% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 95,761 | 3,155 | 0.14% | 0.14% | 212 | +2,911 | 3.14% | Q1 2026 | Apr 30, 2026 |
| Skyline Advisors, Inc. | History | New | 95,694 | 3,153 | 1.1% | — | 213 | +95,694 | New | Q1 2026 | Apr 20, 2026 |
| Baird Financial Group, Inc. | History | Added to | 95,688 | 3,152 | 0.0% | 0.0% | 214 | +1,637 | 1.74% | Q1 2026 | May 14, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 68,819 | 3,106 | 1.82% | 0.33% | 215 | +54,636 | 385.22% | Q1 2026 | May 11, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 93,581 | 3,083 | 1.93% | 1.78% | 216 | +7,037 | 8.13% | Q1 2026 | Apr 15, 2026 |
| Lantz Financial LLC | History | Added to | 91,415 | 3,012 | 0.62% | 0.57% | 217 | +10,421 | 12.87% | Q1 2026 | Apr 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 88,104 | 2,903 | 0.06% | 0.07% | 218 | -5,126 | -5.5% | Q1 2026 | Apr 13, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 86,826 | 2,860 | 0.57% | 0.39% | 219 | +31,346 | 56.5% | Q1 2026 | May 01, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 86,310 | 2,843 | 0.52% | — | 220 | +86,310 | New | Q1 2026 | Apr 15, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 85,488 | 2,816 | 1.15% | 1.06% | 221 | +10,020 | 13.28% | Q1 2026 | May 06, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 84,998 | 2,800 | 2.61% | — | 222 | +84,998 | New | Q1 2026 | May 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 83,553 | 2,753 | 0.09% | 0.06% | 223 | +5,589 | 7.17% | Q1 2026 | Apr 23, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 83,376 | 2,747 | 0.84% | 0.84% | 224 | +3,351 | 4.19% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 82,657 | 2,723 | 0.09% | 0.08% | 225 | +11,776 | 16.61% | Q1 2026 | Apr 07, 2026 |
| Berbice Capital Management LLC | History | Added to | 82,358 | 2,713 | 1.77% | 1.39% | 226 | +12,750 | 18.32% | Q1 2026 | May 06, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 82,154 | 2,706 | 0.57% | 0.37% | 227 | +32,142 | 64.27% | Q1 2026 | May 05, 2026 |
| PFG Advisors | History | Added to | 81,931 | 2,699 | 0.13% | 0.12% | 228 | +9,040 | 12.4% | Q1 2026 | May 05, 2026 |
| Chatterton & Associates Inc. | History | Added to | 71,818 | 2,682 | 1.88% | 1.48% | 229 | +19,854 | 38.21% | Q1 2026 | Apr 20, 2026 |
| United Advisor Group, LLC | History | Added to | 75,623 | 2,491 | 0.31% | 0.28% | 230 | +7,167 | 10.47% | Q1 2026 | Apr 17, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 74,466 | 2,453 | 1.43% | 1.45% | 231 | +4,020 | 5.71% | Q1 2026 | Apr 15, 2026 |
| Redwood Investment Management, LLC | History | Added to | 74,144 | 2,443 | 0.3% | 0.23% | 232 | +11,812 | 18.95% | Q1 2026 | Jun 23, 2026 |
| May Hill Capital, LLC | History | Added to | 73,995 | 2,438 | 0.61% | 0.59% | 233 | +7,711 | 11.63% | Q1 2026 | May 06, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 73,645 | 2,426 | 2.41% | 2.35% | 235 | +3,061 | 4.34% | Q1 2026 | Apr 14, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 73,640 | 2,426 | 0.15% | 0.17% | 234 | -1,725 | -2.29% | Q1 2026 | May 15, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 73,113 | 2,409 | 0.72% | 0.65% | 236 | +8,086 | 12.43% | Q1 2026 | Apr 20, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 72,364 | 2,384 | 0.16% | 0.13% | 237 | +14,921 | 25.98% | Q1 2026 | May 21, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 71,572 | 2,358 | 0.17% | — | 238 | +71,572 | New | Q1 2026 | May 05, 2026 |
| Strategies Wealth Advisors, LLC | History | New | 69,959 | 2,305 | 0.23% | — | 239 | +69,959 | New | Q1 2026 | May 15, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 69,544 | 2,291 | 1.52% | 1.52% | 240 | +2,336 | 3.48% | Q1 2026 | Apr 21, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 69,350 | 2,285 | 1.24% | 1.17% | 241 | +4,598 | 7.1% | Q1 2026 | May 12, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 69,169 | 2,279 | 0.76% | 0.58% | 242 | +21,458 | 44.97% | Q1 2026 | May 12, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 68,517 | 2,257 | 0.79% | 0.79% | 243 | +305 | 0.45% | Q1 2026 | May 05, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 67,739 | 2,231 | 0.34% | 0.32% | 244 | +6,951 | 11.43% | Q1 2026 | May 06, 2026 |
| RFG Advisory, LLC | History | Added to | 65,892 | 2,171 | 0.04% | 0.04% | 245 | +8,202 | 14.22% | Q1 2026 | Apr 17, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 63,904 | 2,105 | 0.77% | 0.76% | 246 | +3,154 | 5.19% | Q1 2026 | Apr 09, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 63,794 | 2,101 | 1.75% | 1.73% | 247 | +1,234 | 1.97% | Q1 2026 | May 14, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 62,836 | 2,070 | 1.05% | 1.07% | 248 | +3,062 | 5.12% | Q1 2026 | May 15, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 62,529 | 2,060 | 0.51% | 1.27% | 249 | +20,655 | 49.33% | Q1 2026 | May 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 62,269 | 2,051 | 0.05% | 0.05% | 250 | +7,135 | 12.94% | Q1 2026 | Apr 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 61,599 | 2,029 | 0.06% | 0.07% | 251 | +288 | 0.47% | Q1 2026 | May 07, 2026 |
| WealthPoint Financial, LLC | History | Added to | 61,473 | 2,025 | 1.69% | 1.71% | 252 | +2,543 | 4.32% | Q1 2026 | Jun 26, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Reduced | 44,889 | 2,010 | 1.06% | 0.73% | 253 | -975 | -2.13% | Q1 2026 | May 11, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 59,737 | 1,968 | 1.24% | 1.09% | 254 | +8,014 | 15.49% | Q1 2026 | Apr 07, 2026 |
| Contango Wealth Management LLC | History | Added to | 55,957 | 1,843 | 2.15% | 0.72% | 255 | +36,622 | 189.41% | Q1 2026 | Jun 09, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 55,885 | 1,841 | 1.31% | 1.31% | 256 | +754 | 1.37% | Q1 2026 | May 12, 2026 |
| Bull Harbor Capital LLC | History | New | 55,547 | 1,830 | 0.49% | — | 257 | +55,547 | New | Q1 2026 | May 18, 2026 |
| Wealth Quarterback LLC | History | Added to | 55,261 | 1,820 | 0.72% | 0.62% | 258 | +3,914 | 7.62% | Q1 2026 | Apr 09, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 55,080 | 1,814 | 0.71% | 0.65% | 259 | +6,869 | 14.25% | Q1 2026 | May 14, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 54,880 | 1,808 | 1.4% | 1.26% | 260 | +7,514 | 15.86% | Q1 2026 | May 14, 2026 |
| XY Planning Network, Inc. | History | Added to | 52,073 | 1,774 | 0.28% | 0.21% | 261 | +15,655 | 42.99% | Q1 2026 | Apr 14, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 53,181 | 1,752 | 0.54% | 0.49% | 262 | +7,862 | 17.35% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Added to | 52,948 | 1,744 | 0.02% | 0.02% | 263 | +16,024 | 43.4% | Q1 2026 | May 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 54,046 | 1,684 | 0.11% | 0.08% | 264 | +1,477 | 2.81% | Q1 2026 | Apr 24, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 51,024 | 1,681 | 0.32% | 0.24% | 265 | +2,641 | 5.46% | Q1 2026 | Apr 29, 2026 |
| TritonPoint Partners, LLC | History | Added to | 50,788 | 1,673 | 0.62% | 0.34% | 266 | +31,697 | 166.03% | Q1 2026 | Apr 28, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 49,334 | 1,625 | 0.26% | 0.18% | 267 | +20,108 | 68.8% | Q1 2026 | Apr 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 49,089 | 1,617 | 0.18% | 0.06% | 268 | +33,387 | 212.63% | Q1 2026 | Apr 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 48,843 | 1,609 | 0.07% | 0.07% | 269 | +2,379 | 5.12% | Q1 2026 | Apr 28, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 48,474 | 1,597 | 0.21% | 0.19% | 270 | +8,988 | 22.76% | Q1 2026 | May 11, 2026 |
| KM Capital Management Ltd. | History | Reduced | 32,335 | 1,565 | 1.05% | 1.17% | 271 | -36,346 | -52.92% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 47,260 | 1,557 | 0.0% | 0.0% | 272 | +10,218 | 27.58% | Q1 2026 | May 15, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 47,072 | 1,551 | 1.06% | 1.03% | 273 | +1,801 | 3.98% | Q1 2026 | May 04, 2026 |
| Vantage Point Financial LLC | History | Added to | 46,712 | 1,539 | 0.54% | 0.48% | 274 | +6,014 | 14.78% | Q1 2026 | May 01, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 46,628 | 1,536 | 0.57% | 0.55% | 275 | +3,228 | 7.44% | Q1 2026 | Apr 20, 2026 |
| Sowell Financial Services LLC | History | Added to | 46,350 | 1,527 | 0.06% | 0.05% | 276 | +5,370 | 13.1% | Q1 2026 | Apr 20, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 45,790 | 1,508 | 0.01% | 0.01% | 277 | +7,930 | 20.95% | Q1 2026 | May 12, 2026 |
| Venturi Wealth Management, LLC | History | New | 45,752 | 1,507 | 0.07% | — | 278 | +45,752 | New | Q1 2026 | Apr 21, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 44,134 | 1,454 | 0.11% | 0.1% | 279 | +4,972 | 12.7% | Q1 2026 | Apr 08, 2026 |
| FINANCIAL LIFE ADVISORS | History | New | 43,142 | 1,421 | 0.44% | — | 280 | +43,142 | New | Q1 2026 | Apr 29, 2026 |
| J.M. Arbour, LLC | History | Added to | 43,091 | 1,419 | 1.36% | 1.39% | 281 | +1,161 | 2.77% | Q1 2026 | Apr 21, 2026 |
| Sageworth Trust Co | History | Added to | 42,278 | 1,393 | 0.06% | 0.04% | 282 | +12,585 | 42.38% | Q1 2026 | Apr 29, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 41,353 | 1,362 | 0.85% | — | 283 | +41,353 | New | Q1 2026 | Apr 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 41,280 | 1,360 | 0.02% | 0.02% | 284 | +3,491 | 9.24% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | New | 41,034 | 1,352 | 0.0% | — | 285 | +41,034 | New | Q1 2026 | May 11, 2026 |
| Armor Investment Advisors, LLC | History | New | 40,536 | 1,335 | 0.48% | — | 286 | +40,536 | New | Q1 2026 | Apr 29, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 40,173 | 1,323 | 0.28% | 0.29% | 287 | -1,131 | -2.74% | Q1 2026 | May 13, 2026 |
| NOVEM GROUP | History | New | 40,003 | 1,318 | 0.15% | — | 288 | +40,003 | New | Q1 2026 | Apr 10, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 39,000 | 1,285 | 0.83% | 0.66% | 289 | +9,071 | 30.31% | Q1 2026 | May 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 38,782 | 1,277 | 0.01% | 0.01% | 290 | +8,884 | 29.71% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 38,410 | 1,265 | 0.08% | 0.07% | 291 | +4,806 | 14.3% | Q1 2026 | Apr 13, 2026 |
| PUREfi Wealth, LLC | History | Added to | 37,924 | 1,249 | 0.82% | 0.53% | 292 | +17,011 | 81.34% | Q1 2026 | Apr 28, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 37,905 | 1,248 | 1.19% | 1.1% | 293 | +3,533 | 10.28% | Q1 2026 | May 04, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 37,800 | 1,245 | 0.0% | — | 294 | +37,800 | New | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 37,724 | 1,243 | 0.29% | 0.2% | 295 | +12,099 | 47.22% | Q1 2026 | Apr 28, 2026 |
| Compound Planning, Inc. | History | New | 36,960 | 1,217 | 0.04% | — | 296 | +36,960 | New | Q1 2026 | May 14, 2026 |
| Capital Investment Management, Inc. | History | Added to | 36,931 | 1,216 | 0.42% | 0.4% | 297 | +2,795 | 8.19% | Q1 2026 | Apr 22, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 36,314 | 1,196 | 0.65% | 0.6% | 298 | +3,701 | 11.35% | Q1 2026 | Apr 22, 2026 |
| M Holdings Securities, Inc. | History | Added to | 26,329 | 1,192 | 0.08% | 0.05% | 299 | +5,407 | 25.84% | Q1 2026 | May 12, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 36,041 | 1,187 | 0.28% | 0.2% | 301 | +9,726 | 36.96% | Q1 2026 | Apr 20, 2026 |