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 |
| Bank of New York Mellon Corp | History | Added to | 3,198,581 | 105,393 | 0.02% | 0.02% | 17 | +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% | 18 | +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% | 19 | +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% | 20 | +444,396 | 19.93% | Q1 2026 | May 08, 2026 |
| SOFI WEALTH, LLC | History | Added to | 2,602,652 | 85,757 | 4.13% | 4.09% | 21 | +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% | 22 | +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% | 23 | +279,732 | 13.02% | Q1 2026 | May 11, 2026 |
| JB Capital LLC | History | Added to | 2,123,297 | 69,962 | 2.83% | 2.83% | 24 | +41,918 | 2.01% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,700,407 | 56,028 | 0.05% | 0.05% | 25 | +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% | 26 | +99,112 | 6.4% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,605,454 | 52,899 | 0.29% | 0.27% | 27 | +122,070 | 8.23% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,600,978 | 52,765 | 0.08% | 0.05% | 28 | +540,311 | 50.94% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,584,679 | 51,780 | 0.1% | 0.12% | 29 | -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% | 30 | +24,615 | 1.65% | Q1 2026 | May 15, 2026 |
| Destination Wealth Management | History | Added to | 1,478,750 | 48,724 | 1.27% | 1.22% | 31 | +77,547 | 5.53% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,242,743 | 40,948 | 0.01% | 0.0% | 32 | +560,666 | 82.2% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Reduced | 1,158,944 | 38,187 | 0.0% | 0.0% | 33 | -135,063 | -10.44% | Q1 2026 | May 13, 2026 |
| Abundance Wealth Counselors | History | Added to | 1,114,217 | 36,713 | 5.27% | 6.19% | 34 | +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% | 35 | +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% | 36 | +68,621 | 6.98% | Q1 2026 | Apr 16, 2026 |
| AE Wealth Management LLC | History | Added to | 999,677 | 32,939 | 0.18% | 0.18% | 37 | +74,760 | 8.08% | Q1 2026 | May 13, 2026 |
| Ascent Group, LLC | History | Added to | 973,080 | 32,063 | 1.11% | 1.05% | 38 | +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% | 39 | +281,299 | 42.32% | Q1 2026 | Apr 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,447,558 | 30,219 | 1.4% | 0.37% | 40 | -641,629 | -20.77% | Q1 2026 | May 15, 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 |
| Storen Legacy Partners, LLC | History | New | 372,014 | 12,257 | 3.84% | — | 91 | +372,014 | New | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 359,498 | 12,248 | 0.12% | 0.12% | 92 | +37,122 | 11.52% | Q1 2026 | Apr 07, 2026 |
| Security Financial Services, INC. | History | No change | 363,172 | 12,093 | 1.9% | 1.9% | 93 | 0 | 0.0% | Q4 2025 | Jan 27, 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 |
| Blue Edge Capital, LLC | History | No change | 311,086 | 10,359 | 1.39% | 1.39% | 104 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 248,841 | 10,329 | 0.18% | 0.24% | 105 | +103,338 | 71.02% | Q1 2026 | May 01, 2026 |
| Keystone Financial Services | History | Added to | 309,678 | 10,203 | 2.99% | 2.56% | 106 | +55,187 | 21.69% | Q1 2026 | May 06, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | New | 307,658 | 10,137 | 1.1% | — | 107 | +307,658 | New | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 296,399 | 9,769 | 0.05% | 0.04% | 108 | +92,433 | 45.32% | Q1 2026 | May 15, 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 |
| Gen-Wealth Partners Inc | History | Added to | 139,798 | 4,606 | 1.45% | 1.28% | 180 | +19,425 | 16.14% | Q1 2026 | May 08, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 139,505 | 4,596 | 1.32% | 1.03% | 181 | +31,656 | 29.35% | Q1 2026 | May 14, 2026 |
| Integras Partners LLC | History | Reduced | 139,319 | 4,590 | 3.02% | 3.88% | 182 | -4,794 | -3.33% | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 137,784 | 4,539 | 0.16% | 0.06% | 183 | +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% | 184 | +5,259 | 4.0% | Q1 2026 | Apr 21, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 134,562 | 4,433 | 0.96% | — | 185 | +134,562 | New | Q1 2026 | May 13, 2026 |
| True Vision MN LLC | History | Added to | 134,207 | 4,422 | 2.28% | 1.96% | 186 | +18,170 | 15.66% | Q1 2026 | Apr 16, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 132,956 | 4,380 | 4.33% | 4.25% | 187 | +1,963 | 1.5% | Q1 2026 | Apr 28, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 131,511 | 4,333 | 3.33% | 3.33% | 188 | +4,630 | 3.65% | Q1 2026 | Apr 28, 2026 |
| M1 Capital Management LLC | History | Added to | 131,424 | 4,330 | 2.0% | 0.89% | 189 | +67,239 | 104.76% | Q1 2026 | May 08, 2026 |
| Daviman Financial, LLC | History | Added to | 131,395 | 4,329 | 2.56% | 2.43% | 190 | +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% | 191 | +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% | 192 | +10,549 | 11.16% | Q1 2026 | May 04, 2026 |
| Elevated Financial Group LLC | History | Added to | 129,110 | 4,254 | 1.38% | 0.11% | 193 | +119,516 | 1245.74% | Q1 2026 | May 11, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 92,274 | 4,132 | 0.55% | 0.35% | 194 | +30,505 | 49.39% | Q1 2026 | May 06, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 116,407 | 3,835 | 3.13% | 2.38% | 195 | +33,827 | 40.96% | Q1 2026 | May 11, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 116,237 | 3,830 | 1.02% | 0.92% | 196 | +12,032 | 11.55% | Q1 2026 | Apr 16, 2026 |
| Maia Wealth LLC | History | Reduced | 115,751 | 3,814 | 0.65% | 0.71% | 197 | -5,748 | -4.73% | Q1 2026 | May 08, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 115,368 | 3,801 | 1.94% | 1.94% | 198 | -498 | -0.43% | Q1 2026 | Apr 17, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 108,737 | 3,582 | 2.61% | 2.46% | 199 | +6,673 | 6.54% | Q1 2026 | Apr 21, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 108,510 | 3,575 | 3.36% | 3.07% | 200 | +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% | 201 | +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% | 202 | +6,054 | 6.17% | Q1 2026 | Apr 16, 2026 |
| Simplicity Wealth,LLC | History | Added to | 104,072 | 3,429 | 0.19% | 0.17% | 203 | +19,738 | 23.4% | Q1 2026 | Apr 30, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 101,425 | 3,341 | 0.78% | 0.68% | 204 | +18,196 | 21.86% | Q1 2026 | Apr 24, 2026 |
| Central Pacific Bank - Trust Division | History | New | 100,845 | 3,322 | 0.42% | — | 205 | +100,845 | New | Q1 2026 | Apr 07, 2026 |
| Bedminster, LLC | History | Added to | 100,542 | 3,312 | 3.08% | 2.81% | 206 | +8,684 | 9.45% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | Added to | 98,589 | 3,248 | 0.12% | 0.08% | 207 | +48,462 | 96.68% | Q1 2026 | May 19, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 98,328 | 3,237 | 0.41% | 0.62% | 208 | -155 | -0.16% | Q1 2026 | May 18, 2026 |
| Centurion Wealth Management LLC | History | Added to | 97,599 | 3,215 | 0.72% | 0.65% | 209 | +8,977 | 10.13% | Q1 2026 | Apr 10, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 96,290 | 3,172 | 0.23% | 0.22% | 210 | +3,262 | 3.51% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 95,761 | 3,155 | 0.14% | 0.14% | 211 | +2,911 | 3.14% | Q1 2026 | Apr 30, 2026 |
| Skyline Advisors, Inc. | History | New | 95,694 | 3,153 | 1.1% | — | 212 | +95,694 | New | Q1 2026 | Apr 20, 2026 |
| Baird Financial Group, Inc. | History | Added to | 95,688 | 3,152 | 0.0% | 0.0% | 213 | +1,637 | 1.74% | Q1 2026 | May 14, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 68,819 | 3,106 | 1.82% | 0.33% | 214 | +54,636 | 385.22% | Q1 2026 | May 11, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 93,581 | 3,083 | 1.93% | 1.78% | 215 | +7,037 | 8.13% | Q1 2026 | Apr 15, 2026 |
| Lantz Financial LLC | History | Added to | 91,415 | 3,012 | 0.62% | 0.57% | 216 | +10,421 | 12.87% | Q1 2026 | Apr 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 88,104 | 2,903 | 0.06% | 0.07% | 217 | -5,126 | -5.5% | Q1 2026 | Apr 13, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 86,826 | 2,860 | 0.57% | 0.39% | 218 | +31,346 | 56.5% | Q1 2026 | May 01, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 86,310 | 2,843 | 0.52% | — | 219 | +86,310 | New | Q1 2026 | Apr 15, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 85,488 | 2,816 | 1.15% | 1.06% | 220 | +10,020 | 13.28% | Q1 2026 | May 06, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 84,998 | 2,800 | 2.61% | — | 221 | +84,998 | New | Q1 2026 | May 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 83,553 | 2,753 | 0.09% | 0.06% | 222 | +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% | 223 | +3,351 | 4.19% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 82,657 | 2,723 | 0.09% | 0.08% | 224 | +11,776 | 16.61% | Q1 2026 | Apr 07, 2026 |
| Berbice Capital Management LLC | History | Added to | 82,358 | 2,713 | 1.77% | 1.39% | 225 | +12,750 | 18.32% | Q1 2026 | May 06, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 82,154 | 2,706 | 0.57% | 0.37% | 226 | +32,142 | 64.27% | Q1 2026 | May 05, 2026 |
| PFG Advisors | History | Added to | 81,931 | 2,699 | 0.13% | 0.12% | 227 | +9,040 | 12.4% | Q1 2026 | May 05, 2026 |
| Chatterton & Associates Inc. | History | Added to | 71,818 | 2,682 | 1.88% | 1.48% | 228 | +19,854 | 38.21% | Q1 2026 | Apr 20, 2026 |
| United Advisor Group, LLC | History | Added to | 75,623 | 2,491 | 0.31% | 0.28% | 229 | +7,167 | 10.47% | Q1 2026 | Apr 17, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 74,466 | 2,453 | 1.43% | 1.45% | 230 | +4,020 | 5.71% | Q1 2026 | Apr 15, 2026 |
| Redwood Investment Management, LLC | History | Added to | 74,144 | 2,443 | 0.3% | 0.23% | 231 | +11,812 | 18.95% | Q1 2026 | May 14, 2026 |
| May Hill Capital, LLC | History | Added to | 73,995 | 2,438 | 0.61% | 0.59% | 232 | +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% | 234 | +3,061 | 4.34% | Q1 2026 | Apr 14, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 73,640 | 2,426 | 0.15% | 0.17% | 233 | -1,725 | -2.29% | Q1 2026 | May 15, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 73,113 | 2,409 | 0.72% | 0.65% | 235 | +8,086 | 12.43% | Q1 2026 | Apr 20, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 72,364 | 2,384 | 0.16% | 0.12% | 236 | +13,011 | 21.92% | Q1 2026 | May 21, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 71,572 | 2,358 | 0.17% | — | 237 | +71,572 | New | Q1 2026 | May 05, 2026 |
| Strategies Wealth Advisors, LLC | History | New | 69,959 | 2,305 | 0.23% | — | 238 | +69,959 | New | Q1 2026 | May 15, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 69,544 | 2,291 | 1.52% | 1.52% | 239 | +2,336 | 3.48% | Q1 2026 | Apr 21, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 69,350 | 2,285 | 1.24% | 1.17% | 240 | +4,598 | 7.1% | Q1 2026 | May 12, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 69,169 | 2,279 | 0.76% | 0.58% | 241 | +21,458 | 44.97% | Q1 2026 | May 12, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 68,517 | 2,257 | 0.79% | 0.79% | 242 | +305 | 0.45% | Q1 2026 | May 05, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 67,739 | 2,231 | 0.34% | 0.32% | 243 | +6,951 | 11.43% | Q1 2026 | May 06, 2026 |
| RFG Advisory, LLC | History | Added to | 65,892 | 2,171 | 0.04% | 0.04% | 244 | +8,202 | 14.22% | Q1 2026 | Apr 17, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 63,904 | 2,105 | 0.77% | 0.76% | 245 | +3,154 | 5.19% | Q1 2026 | Apr 09, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 63,794 | 2,101 | 1.75% | 1.73% | 246 | +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% | 247 | +3,062 | 5.12% | Q1 2026 | May 15, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 62,529 | 2,060 | 0.51% | 1.27% | 248 | +20,655 | 49.33% | Q1 2026 | May 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 62,269 | 2,051 | 0.05% | 0.05% | 249 | +7,135 | 12.94% | Q1 2026 | Apr 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 61,599 | 2,029 | 0.06% | 0.07% | 250 | +288 | 0.47% | Q1 2026 | May 07, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Reduced | 44,889 | 2,010 | 1.06% | 0.73% | 251 | -975 | -2.13% | Q1 2026 | May 11, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 59,737 | 1,968 | 1.24% | 1.09% | 252 | +8,014 | 15.49% | Q1 2026 | Apr 07, 2026 |
| WealthPoint Financial, LLC | History | No change | 58,930 | 1,962 | 1.71% | 1.71% | 253 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 55,885 | 1,841 | 1.31% | 1.31% | 254 | +754 | 1.37% | Q1 2026 | May 12, 2026 |
| Bull Harbor Capital LLC | History | New | 55,547 | 1,830 | 0.49% | — | 255 | +55,547 | New | Q1 2026 | May 18, 2026 |
| Wealth Quarterback LLC | History | Added to | 55,261 | 1,820 | 0.72% | 0.62% | 256 | +3,914 | 7.62% | Q1 2026 | Apr 09, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 55,080 | 1,814 | 0.71% | 0.65% | 257 | +6,869 | 14.25% | Q1 2026 | May 14, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 54,880 | 1,808 | 1.4% | 1.26% | 258 | +7,514 | 15.86% | Q1 2026 | May 14, 2026 |
| XY Planning Network, Inc. | History | Added to | 52,073 | 1,774 | 0.28% | 0.21% | 259 | +15,655 | 42.99% | Q1 2026 | Apr 14, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 53,181 | 1,752 | 0.54% | 0.49% | 260 | +7,862 | 17.35% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Added to | 52,948 | 1,744 | 0.02% | 0.02% | 261 | +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% | 262 | +1,477 | 2.81% | Q1 2026 | Apr 24, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 51,024 | 1,681 | 0.32% | 0.24% | 263 | +2,641 | 5.46% | Q1 2026 | Apr 29, 2026 |
| TritonPoint Partners, LLC | History | Added to | 50,788 | 1,673 | 0.62% | 0.34% | 264 | +31,697 | 166.03% | Q1 2026 | Apr 28, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 49,334 | 1,625 | 0.26% | 0.18% | 265 | +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% | 266 | +33,387 | 212.63% | Q1 2026 | Apr 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 48,843 | 1,609 | 0.07% | 0.07% | 267 | +2,379 | 5.12% | Q1 2026 | Apr 28, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 48,474 | 1,597 | 0.21% | 0.19% | 268 | +8,988 | 22.76% | Q1 2026 | May 11, 2026 |
| KM Capital Management Ltd. | History | Reduced | 32,335 | 1,565 | 1.05% | 1.17% | 269 | -36,346 | -52.92% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 47,260 | 1,557 | 0.0% | 0.0% | 270 | +10,218 | 27.58% | Q1 2026 | May 15, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 47,072 | 1,551 | 1.06% | 1.03% | 271 | +1,801 | 3.98% | Q1 2026 | May 04, 2026 |
| Vantage Point Financial LLC | History | Added to | 46,712 | 1,539 | 0.54% | 0.48% | 272 | +6,014 | 14.78% | Q1 2026 | May 01, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 46,628 | 1,536 | 0.57% | 0.55% | 273 | +3,228 | 7.44% | Q1 2026 | Apr 20, 2026 |
| Sowell Financial Services LLC | History | Added to | 46,350 | 1,527 | 0.06% | 0.05% | 274 | +5,370 | 13.1% | Q1 2026 | Apr 20, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 45,790 | 1,508 | 0.01% | 0.01% | 275 | +7,930 | 20.95% | Q1 2026 | May 12, 2026 |
| Venturi Wealth Management, LLC | History | New | 45,752 | 1,507 | 0.07% | — | 276 | +45,752 | New | Q1 2026 | Apr 21, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 44,134 | 1,454 | 0.11% | 0.1% | 277 | +4,972 | 12.7% | Q1 2026 | Apr 08, 2026 |
| FINANCIAL LIFE ADVISORS | History | New | 43,142 | 1,421 | 0.44% | — | 278 | +43,142 | New | Q1 2026 | Apr 29, 2026 |
| J.M. Arbour, LLC | History | Added to | 43,091 | 1,419 | 1.36% | 1.39% | 279 | +1,161 | 2.77% | Q1 2026 | Apr 21, 2026 |
| Sageworth Trust Co | History | Added to | 42,278 | 1,393 | 0.06% | 0.04% | 280 | +12,585 | 42.38% | Q1 2026 | Apr 29, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 41,353 | 1,362 | 0.85% | — | 281 | +41,353 | New | Q1 2026 | Apr 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 41,280 | 1,360 | 0.02% | 0.02% | 282 | +3,491 | 9.24% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | New | 41,034 | 1,352 | 0.0% | — | 283 | +41,034 | New | Q1 2026 | May 11, 2026 |
| Armor Investment Advisors, LLC | History | New | 40,536 | 1,335 | 0.48% | — | 284 | +40,536 | New | Q1 2026 | Apr 29, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 40,173 | 1,323 | 0.28% | 0.29% | 285 | -1,131 | -2.74% | Q1 2026 | May 13, 2026 |
| NOVEM GROUP | History | New | 40,003 | 1,318 | 0.15% | — | 286 | +40,003 | New | Q1 2026 | Apr 10, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 39,000 | 1,285 | 0.83% | 0.66% | 287 | +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% | 288 | +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% | 289 | +4,806 | 14.3% | Q1 2026 | Apr 13, 2026 |
| PUREfi Wealth, LLC | History | Added to | 37,924 | 1,249 | 0.82% | 0.53% | 290 | +17,011 | 81.34% | Q1 2026 | Apr 28, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 37,905 | 1,248 | 1.19% | 1.1% | 291 | +3,533 | 10.28% | Q1 2026 | May 04, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 37,800 | 1,245 | 0.0% | — | 292 | +37,800 | New | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 37,724 | 1,243 | 0.29% | 0.2% | 293 | +12,099 | 47.22% | Q1 2026 | Apr 28, 2026 |
| Compound Planning, Inc. | History | New | 36,960 | 1,217 | 0.04% | — | 294 | +36,960 | New | Q1 2026 | May 14, 2026 |
| Capital Investment Management, Inc. | History | Added to | 36,931 | 1,216 | 0.42% | 0.4% | 295 | +2,795 | 8.19% | Q1 2026 | Apr 22, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 36,314 | 1,196 | 0.65% | 0.6% | 296 | +3,701 | 11.35% | Q1 2026 | Apr 22, 2026 |
| M Holdings Securities, Inc. | History | Added to | 26,329 | 1,192 | 0.08% | 0.05% | 297 | +5,407 | 25.84% | Q1 2026 | May 12, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 36,041 | 1,187 | 0.28% | 0.2% | 299 | +9,726 | 36.96% | Q1 2026 | Apr 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 36,052 | 1,187 | 0.07% | 0.08% | 298 | -3,963 | -9.9% | Q1 2026 | Apr 20, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 35,106 | 1,156 | 0.84% | 0.83% | 300 | -33 | -0.09% | Q1 2026 | May 05, 2026 |
| WNY Asset Management, LLC | History | New | 35,048 | 1,154 | 0.12% | — | 301 | +35,048 | New | Q1 2026 | May 22, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 34,505 | 1,149 | 0.73% | 0.73% | 302 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 34,712 | 1,143 | 0.17% | 0.14% | 303 | +7,708 | 28.54% | Q1 2026 | Apr 24, 2026 |
| ORG Partners LLC | History | No change | 34,346 | 1,143 | 0.2% | 0.2% | 304 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 34,678 | 1,142 | 0.0% | 0.02% | 305 | -556,190 | -94.13% | Q1 2026 | May 14, 2026 |
| Two West Capital Advisors LLC | History | Added to | 27,331 | 1,134 | 0.6% | 0.41% | 306 | +6,329 | 30.14% | Q1 2026 | May 04, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 34,410 | 1,133 | 1.28% | 1.23% | 307 | +2,122 | 6.57% | Q1 2026 | Apr 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 34,070 | 1,122 | 0.29% | 0.15% | 308 | +17,850 | 110.05% | Q1 2026 | May 06, 2026 |
| Brookwood Investment Group LLC | History | Added to | 33,785 | 1,113 | 0.14% | 0.13% | 309 | +1,087 | 3.32% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 33,600 | 1,107 | 0.01% | 0.01% | 310 | -863 | -2.5% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | New | 33,574 | 1,106 | 0.0% | — | 311 | +33,574 | New | Q1 2026 | May 14, 2026 |
| Beacon Capital Management, LLC | History | New | 33,558 | 1,105 | 0.19% | — | 312 | +33,558 | New | Q1 2026 | May 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 32,749 | 1,079 | 0.02% | 0.01% | 313 | +14,746 | 81.91% | Q1 2026 | Apr 15, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 32,369 | 1,066 | 0.55% | 0.45% | 314 | +6,574 | 25.49% | Q1 2026 | Apr 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 34,174 | 1,065 | 0.04% | 0.03% | 315 | +7,197 | 26.68% | Q1 2026 | May 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 32,340 | 1,065 | 0.3% | 0.32% | 316 | -3,156 | -8.89% | Q1 2026 | Apr 16, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 32,221 | 1,061 | 0.51% | 0.58% | 317 | -1,300 | -3.88% | Q1 2026 | May 12, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Added to | 32,055 | 1,056 | 0.85% | 0.82% | 318 | +1,050 | 3.39% | Q1 2026 | Apr 16, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 32,009 | 1,055 | 0.03% | 0.04% | 319 | -8,214 | -20.42% | Q1 2026 | Apr 21, 2026 |
| Richmond Investment Services, LLC | History | Added to | 31,799 | 1,047 | 0.17% | 0.15% | 321 | +6,057 | 23.53% | Q1 2026 | Apr 29, 2026 |
| Sigma Planning Corp | History | Added to | 31,798 | 1,047 | 0.03% | 0.03% | 320 | +3,353 | 11.79% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 31,352 | 1,033 | 0.0% | 0.0% | 322 | +30,625 | 4212.52% | Q1 2026 | May 01, 2026 |
| Unify Financial Advisors | History | Added to | 31,197 | 1,027 | 1.07% | 0.96% | 323 | +3,426 | 12.34% | Q1 2026 | Apr 23, 2026 |
| W ADVISORS, LLC | History | Added to | 30,871 | 1,017 | 0.52% | 0.4% | 324 | +6,798 | 28.24% | Q1 2026 | Apr 29, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 30,566 | 1,007 | 0.35% | 0.36% | 325 | +576 | 1.92% | Q1 2026 | Apr 28, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 29,867 | 984 | 0.17% | 0.17% | 326 | +1,091 | 3.79% | Q1 2026 | Apr 17, 2026 |
| Cardinal Point Capital Management ULC | History | New | 29,739 | 979 | 0.06% | — | 327 | +29,739 | New | Q1 2026 | Apr 20, 2026 |
| Traveka Wealth, LLC | History | Added to | 29,527 | 972 | 0.37% | 0.17% | 328 | +17,108 | 137.76% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 29,445 | 970 | 0.01% | 0.02% | 329 | +850 | 2.97% | Q1 2026 | May 15, 2026 |
| Mosley Wealth Management | History | Added to | 28,190 | 962 | 0.44% | 0.46% | 330 | +205 | 0.73% | Q1 2026 | Apr 27, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 28,667 | 944 | 0.28% | 0.15% | 331 | +12,966 | 82.58% | Q1 2026 | May 07, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 27,813 | 916 | 0.19% | 0.15% | 332 | +5,759 | 26.11% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Management | History | Reduced | 27,370 | 901 | 1.03% | 1.05% | 333 | -612 | -2.19% | Q1 2026 | Apr 22, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 27,238 | 897 | 0.29% | 0.13% | 334 | +15,573 | 133.5% | Q1 2026 | May 04, 2026 |
| NWF Advisory Services Inc. | History | Added to | 27,205 | 896 | 0.1% | 0.06% | 335 | +11,162 | 69.58% | Q1 2026 | May 04, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 27,104 | 893 | 0.2% | 0.16% | 336 | +5,930 | 28.01% | Q1 2026 | Apr 27, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 27,091 | 892 | 0.06% | 0.07% | 337 | -68 | -0.25% | Q1 2026 | Apr 17, 2026 |
| Catalyst Investment Management LLC | History | New | 21,706 | 886 | 0.98% | — | 338 | +21,706 | New | Q1 2026 | Apr 23, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 26,480 | 872 | 0.12% | 0.12% | 339 | +3,834 | 16.93% | Q1 2026 | May 08, 2026 |
| Cassilly Financial Group LLC | History | Added to | 26,423 | 870 | 0.75% | 0.75% | 340 | +971 | 3.82% | Q1 2026 | Apr 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 26,370 | 868 | 0.01% | 0.01% | 341 | +8,374 | 46.53% | Q1 2026 | May 18, 2026 |
| EFG International AG | History | New | 26,255 | 865 | 0.02% | — | 342 | +26,255 | New | Q1 2026 | May 15, 2026 |
| Vantus Wealth LLC | History | No change | 25,953 | 864 | 0.64% | 0.64% | 343 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Family Manage LLC | History | Added to | 26,002 | 856 | 0.1% | 0.1% | 344 | +3,297 | 14.52% | Q1 2026 | May 15, 2026 |
| MKT Advisors LLC | History | Added to | 24,295 | 844 | 0.28% | 0.25% | 345 | +2,506 | 11.5% | Q1 2026 | Apr 10, 2026 |
| Optivise Advisory Services LLC | History | Added to | 25,211 | 830 | 0.5% | 0.47% | 346 | +929 | 3.83% | Q1 2026 | Apr 15, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 25,031 | 824 | 0.36% | 0.39% | 347 | -150 | -0.6% | Q1 2026 | May 15, 2026 |
| Asempa Wealth Advisors | History | Added to | 24,144 | 822 | 0.72% | 0.55% | 348 | +4,847 | 25.12% | Q1 2026 | Apr 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 24,662 | 812 | 0.01% | 0.01% | 349 | +3,483 | 16.45% | Q1 2026 | Apr 10, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 24,427 | 804 | 0.07% | 0.06% | 350 | +3,840 | 18.65% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 24,191 | 797 | 0.03% | 0.02% | 351 | +7,167 | 42.1% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 23,923 | 788 | 0.0% | 0.0% | 352 | +10,164 | 73.87% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 23,820 | 784 | 0.07% | 0.05% | 353 | +8,316 | 53.64% | Q1 2026 | Apr 30, 2026 |
| RDA Financial Network | History | Added to | 23,527 | 775 | 0.19% | 0.17% | 354 | +1,968 | 9.13% | Q1 2026 | Apr 08, 2026 |
| Catalina Capital Group, LLC | History | Added to | 23,354 | 769 | 0.46% | 0.44% | 355 | +1,768 | 8.19% | Q1 2026 | Apr 23, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 23,291 | 767 | 0.5% | 0.46% | 356 | +887 | 3.96% | Q1 2026 | Apr 15, 2026 |
| FWG Investments, LLC. | History | Added to | 22,858 | 753 | 0.48% | 0.38% | 357 | +4,853 | 26.95% | Q1 2026 | Apr 21, 2026 |
| COMERICA BANK | History | No change | 22,333 | 743 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NWAM LLC | History | Added to | 22,495 | 741 | 0.04% | 0.02% | 359 | +12,031 | 114.98% | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 22,412 | 738 | 0.03% | 0.02% | 360 | +2,743 | 13.95% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | New | 21,709 | 715 | 0.02% | — | 361 | +21,709 | New | Q1 2026 | May 11, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 21,599 | 711 | 0.47% | 0.44% | 362 | +1,977 | 10.08% | Q1 2026 | Apr 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 21,459 | 707 | 0.0% | 0.0% | 363 | +2,188 | 11.35% | Q1 2026 | Apr 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 21,395 | 704 | 0.05% | 0.03% | 364 | +12,170 | 131.92% | Q1 2026 | Apr 22, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 21,281 | 701 | 0.06% | 0.05% | 365 | +1,016 | 5.01% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Added to | 21,039 | 693 | 0.03% | 0.02% | 366 | +6,782 | 47.57% | Q1 2026 | Apr 27, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 20,966 | 690 | 0.17% | 0.57% | 367 | -47,966 | -69.58% | Q1 2026 | Apr 03, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 20,644 | 680 | 0.0% | — | 368 | +20,644 | New | Q1 2026 | May 15, 2026 |
| Formidable Asset Management, LLC | History | New | 20,362 | 678 | 0.1% | — | 369 | +20,362 | New | Q1 2026 | Apr 22, 2026 |
| Aspire Private Capital, LLC | History | Added to | 20,379 | 671 | 0.15% | 0.14% | 370 | +1,012 | 5.23% | Q1 2026 | Apr 22, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 20,076 | 661 | 0.08% | 0.08% | 371 | +1,601 | 8.67% | Q1 2026 | May 04, 2026 |
| Argent Trust Co | History | Added to | 20,002 | 659 | 0.02% | 0.01% | 372 | +10,037 | 100.72% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 19,520 | 643 | 0.01% | 0.01% | 373 | +3,096 | 18.85% | Q1 2026 | May 08, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 19,459 | 641 | 0.01% | 0.01% | 374 | +2,421 | 14.21% | Q1 2026 | Apr 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 19,365 | 638 | 0.0% | 0.0% | 375 | -110,060 | -85.04% | Q1 2026 | May 15, 2026 |
| Avantra Family Wealth, Inc. | History | Reduced | 19,285 | 635 | 0.47% | 0.47% | 376 | -155 | -0.8% | Q1 2026 | Apr 22, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 19,255 | 634 | 0.33% | 0.27% | 377 | +4,269 | 28.49% | Q1 2026 | May 13, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 18,779 | 618 | 0.47% | 0.4% | 378 | +4,313 | 29.81% | Q1 2026 | Apr 27, 2026 |
| Semus Wealth Partners LLC | History | Added to | 18,609 | 613 | 0.34% | 0.32% | 379 | +662 | 3.69% | Q1 2026 | Apr 24, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 18,570 | 611 | 0.22% | 0.31% | 380 | -147 | -0.79% | Q1 2026 | May 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 18,515 | 610 | 0.19% | 0.14% | 381 | -1,278 | -6.46% | Q1 2026 | May 12, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 17,995 | 592 | 0.62% | 0.65% | 382 | +7,710 | 74.96% | Q1 2026 | May 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 17,703 | 583 | 0.0% | 0.0% | 383 | +8,905 | 101.22% | Q1 2026 | May 15, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 17,230 | 567 | 0.38% | 0.21% | 384 | +8,281 | 92.54% | Q1 2026 | Apr 21, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 15,014 | 560 | 0.07% | 0.06% | 385 | +2,163 | 16.83% | Q1 2026 | Apr 20, 2026 |
| Imprint Wealth LLC | History | Added to | 16,988 | 559 | 2.55% | 1.83% | 387 | +5,199 | 44.1% | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 16,980 | 559 | 0.11% | 0.1% | 386 | +1,546 | 10.02% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 16,840 | 554 | 0.02% | 0.02% | 388 | +2,782 | 19.79% | Q1 2026 | May 13, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 16,833 | 554 | 0.27% | 0.28% | 389 | +430 | 2.62% | Q1 2026 | Apr 22, 2026 |
| Betterment LLC | History | Added to | 16,377 | 540 | 0.0% | 0.0% | 390 | +6,456 | 65.07% | Q1 2026 | May 14, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 16,205 | 533 | 0.19% | 0.16% | 391 | +3,142 | 24.05% | Q1 2026 | Apr 27, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 15,830 | 521 | 0.01% | 0.01% | 392 | -1,650 | -9.44% | Q1 2026 | Apr 27, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 15,673 | 516 | 0.06% | 0.05% | 393 | +2,971 | 23.39% | Q1 2026 | Apr 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 15,522 | 511 | 0.01% | 0.01% | 394 | +285 | 1.87% | Q1 2026 | Apr 14, 2026 |
| Latitude Advisors, LLC | History | Added to | 14,816 | 488 | 0.22% | 0.11% | 395 | +7,175 | 93.9% | Q1 2026 | Apr 27, 2026 |
| GatePass Capital, LLC | History | Added to | 14,660 | 483 | 0.23% | 0.23% | 397 | +1,267 | 9.46% | Q1 2026 | May 06, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 14,671 | 483 | 0.02% | 0.02% | 396 | +399 | 2.8% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 14,645 | 482 | 0.12% | 0.12% | 399 | +1,093 | 8.07% | Q1 2026 | Apr 17, 2026 |
| Sound Income Strategies, LLC | History | Added to | 14,156 | 482 | 0.02% | 0.02% | 398 | +958 | 7.26% | Q1 2026 | Apr 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 14,613 | 481 | 0.02% | 0.02% | 400 | +2,096 | 16.75% | Q1 2026 | May 12, 2026 |
| MSH Capital Advisors LLC | History | Added to | 14,583 | 480 | 0.1% | 0.1% | 401 | +971 | 7.13% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | New | 14,374 | 473 | 0.01% | — | 403 | +14,374 | New | Q1 2026 | May 12, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 14,372 | 473 | 0.15% | 0.16% | 402 | +77 | 0.54% | Q1 2026 | Apr 15, 2026 |
| Vision Retirement, LLC | History | Added to | 13,651 | 449 | 0.13% | 0.1% | 404 | +2,288 | 20.14% | Q1 2026 | May 07, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 13,264 | 437 | 0.11% | 0.12% | 405 | +46 | 0.35% | Q1 2026 | Apr 29, 2026 |
| Blue Capital, Inc. | History | Added to | 12,995 | 428 | 0.28% | 0.28% | 406 | +1,128 | 9.51% | Q1 2026 | Apr 24, 2026 |
| SMART Wealth LLC | History | New | 12,769 | 420 | 0.12% | — | 407 | +12,769 | New | Q1 2026 | Apr 23, 2026 |
| Cooper Financial Group | History | New | 12,507 | 412 | 0.04% | — | 408 | +12,507 | New | Q1 2026 | Apr 07, 2026 |
| Kovack Advisors, Inc. | History | Added to | 12,307 | 409 | 0.02% | 0.01% | 409 | +3,155 | 34.47% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 12,400 | 408 | 0.0% | — | 410 | +12,400 | New | Q1 2026 | May 15, 2026 |
| VestGen Investment Management | History | Reduced | 12,280 | 404 | 0.22% | 0.23% | 411 | -39 | -0.32% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | Added to | 12,258 | 403 | 0.01% | 0.01% | 412 | +5,978 | 95.19% | Q1 2026 | May 14, 2026 |
| IPG Investment Advisors LLC | History | Added to | 12,150 | 400 | 0.07% | 0.07% | 413 | +1,000 | 8.97% | Q1 2026 | May 12, 2026 |
| Bison Wealth, LLC | History | Reduced | 8,270 | 400 | 0.04% | 0.03% | 414 | -76 | -0.91% | Q1 2026 | May 15, 2026 |
| LongView Wealth Management | History | Added to | 9,806 | 388 | 0.1% | 0.06% | 416 | +2,727 | 38.52% | Q1 2026 | Apr 15, 2026 |
| Spire Wealth Management | History | Added to | 11,793 | 388 | 0.01% | 0.01% | 415 | +287 | 2.49% | Q1 2026 | Apr 22, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | New | 11,715 | 386 | 0.15% | — | 417 | +11,715 | New | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 11,638 | 383 | 0.01% | 0.01% | 418 | +2,523 | 27.68% | Q1 2026 | May 15, 2026 |
| Crown Wealth Group, LLC | History | New | 11,589 | 381 | 0.11% | — | 419 | +11,589 | New | Q1 2026 | Apr 21, 2026 |
| Fulcrum Equity Management | History | Added to | 11,543 | 380 | 0.37% | 0.36% | 420 | +168 | 1.48% | Q1 2026 | Apr 02, 2026 |
| Concorde Asset Management, LLC | History | No change | 11,298 | 376 | 0.15% | 0.15% | 421 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LexAurum Advisors, LLC | History | New | 11,389 | 375 | 0.05% | — | 422 | +11,389 | New | Q1 2026 | Apr 13, 2026 |
| ARWA LLC | History | New | 10,036 | 374 | 0.19% | — | 423 | +10,036 | New | Q1 2026 | Apr 13, 2026 |
| Madson Wealth Advisors Inc | History | New | 11,162 | 367 | 0.31% | — | 424 | +11,162 | New | Q1 2026 | Apr 21, 2026 |
| SEEDS INVESTOR LLC | History | New | 9,182 | 363 | 0.05% | — | 425 | +9,182 | New | Q1 2026 | May 11, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 10,755 | 354 | 0.05% | 0.05% | 426 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cadia Private Client LLC | History | New | 10,711 | 352 | 0.29% | — | 427 | +10,711 | New | Q1 2026 | May 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,508 | 346 | 0.0% | 0.0% | 428 | +6,352 | 152.84% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 10,496 | 345 | 0.02% | 0.01% | 429 | +1,296 | 14.09% | Q1 2026 | Apr 28, 2026 |
| Key Capital Management, INC | History | Added to | 10,452 | 344 | 0.23% | 0.16% | 430 | +5,521 | 111.97% | Q1 2026 | May 07, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 10,121 | 333 | 0.11% | 0.08% | 431 | +2,078 | 25.84% | Q1 2026 | May 15, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 10,077 | 332 | 0.17% | 0.73% | 432 | -40,816 | -80.2% | Q1 2026 | Apr 21, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 10,027 | 330 | 0.26% | 0.24% | 433 | +788 | 8.53% | Q1 2026 | Apr 20, 2026 |
| Quartz Partners, LLC | History | New | 9,998 | 329 | 0.13% | — | 435 | +9,998 | New | Q1 2026 | May 05, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 9,995 | 329 | 0.2% | 0.15% | 434 | +2,166 | 27.67% | Q1 2026 | Apr 30, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 9,591 | 316 | 0.0% | — | 436 | +9,591 | New | Q1 2026 | May 15, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 9,529 | 313 | 0.33% | 0.3% | 437 | +931 | 10.83% | Q1 2026 | Apr 23, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 9,338 | 307 | 0.55% | 0.41% | 438 | +2,905 | 45.16% | Q1 2026 | Apr 14, 2026 |
| Atlatl Advisers LLC | History | Reduced | 9,186 | 302 | 0.22% | 0.28% | 439 | -12,931 | -58.47% | Q1 2026 | May 07, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 8,983 | 295 | 0.09% | 0.11% | 440 | -2,115 | -19.06% | Q1 2026 | Apr 22, 2026 |
| OneAscent Financial Services LLC | History | Added to | 8,976 | 295 | 0.02% | 0.03% | 441 | +3 | 0.03% | Q1 2026 | Apr 21, 2026 |
| Richardson Capital Management LLC | History | Added to | 8,945 | 294 | 0.14% | 0.01% | 442 | +8,213 | 1121.99% | Q1 2026 | May 12, 2026 |
| FLP Wealth Management, LLC | History | Added to | 8,809 | 290 | 0.6% | 0.62% | 443 | +957 | 12.19% | Q1 2026 | Apr 28, 2026 |
| BAM Wealth Management, LLC | History | Added to | 8,803 | 290 | 0.22% | 0.19% | 444 | +761 | 9.46% | Q1 2026 | Apr 17, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 8,633 | 284 | 0.03% | — | 445 | +8,633 | New | Q1 2026 | Apr 15, 2026 |
| Advisor OS, LLC | History | New | 8,488 | 279 | 0.02% | — | 446 | +8,488 | New | Q1 2026 | May 07, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 8,423 | 277 | 0.13% | 0.12% | 447 | +204 | 2.48% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 8,023 | 273 | 0.06% | 0.0% | 448 | +7,689 | 2302.1% | Q1 2026 | May 11, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 8,250 | 271 | 0.18% | 0.17% | 449 | +500 | 6.45% | Q1 2026 | May 13, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 8,060 | 265 | 0.23% | 0.21% | 450 | +801 | 11.03% | Q1 2026 | May 04, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | New | 8,015 | 264 | 0.25% | — | 451 | +8,015 | New | Q1 2026 | May 06, 2026 |
| Balefire, LLC | History | New | 7,830 | 257 | 0.05% | — | 452 | +7,830 | New | Q1 2026 | May 07, 2026 |
| Box Hill Private Wealth LLC | History | New | 7,772 | 256 | 0.25% | — | 453 | +7,772 | New | Q1 2026 | Apr 03, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 7,744 | 255 | 0.05% | — | 454 | +7,744 | New | Q1 2026 | Apr 15, 2026 |
| ASL Financial, LLC | History | New | 7,716 | 254 | 0.2% | — | 455 | +7,716 | New | Q1 2026 | Apr 09, 2026 |
| Prosperity Consulting Group, LLC | History | New | 7,698 | 253 | 0.01% | — | 457 | +7,698 | New | Q1 2026 | May 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 7,704 | 253 | 0.0% | 0.0% | 456 | +1,025 | 15.35% | Q1 2026 | May 08, 2026 |
| Waldron Private Wealth LLC | History | Added to | 7,389 | 243 | 0.01% | 0.01% | 458 | +628 | 9.29% | Q1 2026 | Apr 10, 2026 |
| Continuum Advisory, LLC | History | Added to | 7,197 | 237 | 0.02% | 0.02% | 460 | +525 | 7.87% | Q1 2026 | Apr 22, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 7,219 | 237 | 0.04% | 0.04% | 459 | +145 | 2.05% | Q1 2026 | May 12, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 7,181 | 236 | 0.02% | 0.02% | 461 | +318 | 4.63% | Q1 2026 | May 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 7,014 | 231 | 0.01% | — | 462 | +7,014 | New | Q1 2026 | Apr 28, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 6,899 | 227 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 6,828 | 224 | 0.08% | 0.08% | 464 | +243 | 3.69% | Q1 2026 | Apr 17, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 6,566 | 216 | 0.02% | 0.02% | 465 | -44 | -0.67% | Q1 2026 | Apr 27, 2026 |
| DSG Capital Advisors, LLC | History | Reduced | 6,500 | 214 | 0.03% | 0.04% | 466 | -253 | -3.75% | Q1 2026 | Apr 27, 2026 |
| Essex Financial Services, Inc. | History | New | 6,485 | 213 | 0.01% | — | 468 | +6,485 | New | Q1 2026 | Apr 24, 2026 |
| Empirical Asset Management, LLC | History | Added to | 6,492 | 213 | 0.06% | 0.06% | 467 | +160 | 2.53% | Q1 2026 | May 11, 2026 |
| Elevation Wealth Management LLC | History | New | 6,270 | 206 | 0.19% | — | 469 | +6,270 | New | Q1 2026 | May 11, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | New | 6,090 | 200 | 0.05% | — | 470 | +6,090 | New | Q1 2026 | Apr 10, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 5,890 | 194 | 0.06% | 0.17% | 471 | -7,267 | -55.23% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 5,890 | 194 | 0.06% | 0.04% | 472 | +1,537 | 35.31% | Q1 2026 | May 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 5,674 | 186 | 0.02% | 0.02% | 473 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Northwest Capital Management Inc | History | No change | 5,400 | 179 | 0.78% | 0.78% | 474 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| New Republic Capital, LLC | History | Added to | 5,235 | 172 | 0.06% | 0.04% | 475 | +239 | 4.78% | Q1 2026 | May 01, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 5,078 | 167 | 0.01% | 0.01% | 476 | +1,101 | 27.68% | Q1 2026 | May 18, 2026 |
| Ascentis Independent Advisors | History | Reduced | 4,958 | 163 | 0.01% | 0.05% | 477 | -4,367 | -46.83% | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | Added to | 4,708 | 155 | 0.0% | 0.0% | 478 | +3,286 | 231.08% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | Added to | 4,671 | 153 | 0.01% | 0.0% | 479 | +4,638 | 14054.55% | Q1 2026 | Apr 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 3,888 | 128 | 0.0% | 0.0% | 480 | +1,988 | 104.63% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 3,536 | 116 | 0.01% | 0.0% | 481 | +1,800 | 103.69% | Q1 2026 | Apr 23, 2026 |
| Capital Advisor Network LLC | History | New | 3,336 | 109 | 0.13% | — | 482 | +3,336 | New | Q1 2026 | May 13, 2026 |
| Opal Wealth Advisors, LLC | History | New | 2,950 | 97 | 0.02% | — | 483 | +2,950 | New | Q1 2026 | Apr 14, 2026 |
| REAP Financial Group, LLC | History | Added to | 2,789 | 91 | 0.02% | 0.02% | 484 | +131 | 4.93% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 2,652 | 87 | 0.0% | 0.0% | 485 | +1,215 | 84.55% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,577 | 84 | 0.0% | 0.0% | 486 | +964 | 59.76% | Q1 2026 | May 13, 2026 |
| Wellington Grp LLC | History | New | 2,546 | 83 | 0.03% | — | 487 | +2,546 | New | Q1 2026 | May 22, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,340 | 77 | 0.0% | 0.0% | 488 | -137 | -5.53% | Q1 2026 | Apr 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,054 | 67 | 0.0% | 0.0% | 489 | +136 | 7.09% | Q1 2026 | May 11, 2026 |
| Hyposwiss Advisors SA | History | Added to | 2,030 | 66 | 0.07% | 0.03% | 490 | +1,205 | 146.06% | Q1 2026 | Apr 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 1,786 | 58 | 0.05% | 0.05% | 491 | +19 | 1.08% | Q1 2026 | May 06, 2026 |
| Team Financial Group, LLC | History | Added to | 1,472 | 48 | 0.02% | 0.01% | 492 | +508 | 52.7% | Q1 2026 | May 01, 2026 |
| BOKF, NA | History | New | 1,390 | 45 | 0.0% | — | 493 | +1,390 | New | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,345 | 43 | 0.0% | — | 494 | +1,345 | New | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 1,149 | 37 | 0.0% | 0.0% | 496 | +227 | 24.62% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,122 | 37 | 0.0% | 0.0% | 495 | +145 | 14.84% | Q1 2026 | May 07, 2026 |
| BAYBAN | History | No change | 1,149 | 37 | 0.03% | 0.03% | 497 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,100 | 36 | 0.0% | — | 499 | +1,100 | New | Q1 2026 | May 15, 2026 |
| Nemes Rush Group LLC | History | No change | 1,099 | 36 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bogart Wealth, LLC | History | New | 958 | 31 | 0.0% | — | 500 | +958 | New | Q1 2026 | Apr 28, 2026 |
| Signature Equity Partners, LLC | History | Added to | 928 | 30 | 0.02% | 0.01% | 501 | +255 | 37.89% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 837 | 28 | 0.0% | 0.0% | 502 | +45 | 5.68% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 634 | 20 | 0.0% | 0.0% | 503 | +117 | 22.63% | Q1 2026 | Apr 29, 2026 |
| Wells Financial Advisors INC | History | Added to | 610 | 20 | 0.09% | 0.04% | 504 | +30 | 5.17% | Q1 2026 | May 07, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 595 | 19 | 0.0% | 0.0% | 505 | +495 | 495.0% | Q1 2026 | May 11, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 601 | 19 | 0.01% | 0.01% | 506 | +86 | 16.7% | Q1 2026 | Apr 21, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 509 | 16 | 0.01% | — | 510 | +509 | New | Q1 2026 | May 11, 2026 |
| Elevated Capital Advisors, LLC | History | New | 502 | 16 | 0.0% | — | 509 | +502 | New | Q1 2026 | Apr 30, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 484 | 16 | 0.0% | 0.0% | 507 | +314 | 184.71% | Q1 2026 | May 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 501 | 16 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clark Wealth Partners | History | Reduced | 461 | 15 | 0.01% | 0.01% | 511 | -74 | -13.83% | Q1 2026 | May 11, 2026 |
| JNBA Financial Advisors | History | No change | 441 | 14 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Key FInancial Inc | History | No change | 446 | 14 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bank of Jackson Hole Trust | History | No change | 432 | 14 | 0.01% | 0.01% | 514 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Indiana Trust & Investment Management Co | History | New | 409 | 13 | 0.0% | — | 517 | +409 | New | Q1 2026 | Apr 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 403 | 13 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 400 | 13 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Advocate Investing Services LLC | History | New | 371 | 12 | 0.01% | — | 520 | +371 | New | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | No change | 382 | 12 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Roble, Belko & Company, Inc | History | No change | 363 | 12 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 334 | 11 | 0.01% | 0.01% | 521 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CURIO WEALTH, LLC | History | No change | 341 | 11 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 318 | 10 | 0.01% | 0.01% | 524 | +18 | 6.0% | Q1 2026 | Apr 21, 2026 |
| City State Bank | History | No change | 310 | 10 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 252 | 8 | 0.0% | — | 527 | +252 | New | Q1 2026 | May 13, 2026 |
| Networth Advisors, LLC | History | Added to | 249 | 8 | 0.01% | 0.01% | 526 | +2 | 0.81% | Q1 2026 | Apr 22, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 248 | 8 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Financial Freedom, LLC | History | New | 230 | 7 | 0.0% | — | 530 | +230 | New | Q1 2026 | Apr 30, 2026 |
| N.E.W. Advisory Services LLC | History | New | 214 | 7 | 0.0% | — | 529 | +214 | New | Q1 2026 | May 04, 2026 |
| Ransom Advisory, Ltd | History | No change | 234 | 7 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 188 | 6 | 0.0% | — | 531 | +188 | New | Q1 2026 | May 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 130 | 5 | 0.0% | — | 532 | +130 | New | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | New | 122 | 4 | 0.0% | — | 534 | +122 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 122 | 4 | 0.0% | 0.0% | 533 | -93 | -43.26% | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | New | 118 | 3 | 0.0% | — | 536 | +118 | New | Q1 2026 | May 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 108 | 3 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Root Financial Partners, LLC | History | New | 79 | 2 | 0.0% | — | 539 | +79 | New | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Added to | 81 | 2 | 0.0% | — | 537 | +68 | 523.08% | Q1 2026 | May 14, 2026 |
| Johnson Financial Group, Inc. | History | New | 65 | 2 | 0.0% | — | 538 | +65 | New | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 65 | 2 | 0.0% | — | 540 | +65 | New | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 46 | 1 | 0.0% | — | 545 | +46 | New | Q1 2026 | May 13, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 29 | 1 | 0.0% | — | 543 | +2 | 7.41% | Q1 2026 | Apr 27, 2026 |
| CHELSEA COUNSEL CO | History | No change | 38 | 1 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Crewe Advisors LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NorthAvenue LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Almanack Investment Partners, LLC. | History | Closed out | 0 | 0 | — | 1.5% | — | -264,357 | -100.0% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -224,648 | -100.0% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -67,761 | -100.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,600 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -55,892 | -100.0% | Q1 2026 | May 01, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -45,452 | -100.0% | Q1 2026 | May 12, 2026 |
| Private Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -36,200 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -35,278 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Saxony Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -34,689 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -22,105 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -17,129 | -100.0% | Q1 2026 | May 20, 2026 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,218 | -100.0% | Q1 2026 | May 05, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,988 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,619 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Apex Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -10,223 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,211 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Emergent Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -7,447 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Bensler, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,961 | -100.0% | Q1 2026 | May 01, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,960 | -100.0% | Q1 2026 | May 13, 2026 |
| GFI Investment Counsel Ltd. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,490 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,146 | -100.0% | Q1 2026 | May 11, 2026 |
| Independent Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -6,047 | -100.0% | Q1 2026 | May 22, 2026 |
| HERBST GROUP, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -6,035 | -100.0% | Q1 2026 | Apr 09, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,657 | -100.0% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,387 | -100.0% | Q1 2026 | May 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,029 | -100.0% | Q1 2026 | May 15, 2026 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -576 | -100.0% | Q1 2026 | May 06, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -427 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -242 | -100.0% | Q1 2026 | May 06, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q1 2026 | May 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -204 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q1 2026 | May 04, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | May 01, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | May 08, 2026 |
| BARRETT & COMPANY, INC. | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q1 2026 | May 04, 2026 |
| Russell Investments Group, Ltd. | History | New | 28 | 0 | — | — | — | +28 | New | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | May 11, 2026 |
| NVWM, LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q1 2026 | Apr 27, 2026 |
| CENTRAL TRUST Co | History | Added to | 25 | 0 | — | — | — | +17 | 212.5% | Q1 2026 | Apr 17, 2026 |
| Orion Capital Management LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 14, 2026 |
| United Financial Planning Group LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |