PIMCO ETF Trust - BOND
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 3,762,269 | 347,182 | 0.02% | 0.02% | 1 | +381,599 | 11.29% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 3,741,411 | 345,257 | 0.91% | 1.05% | 2 | -408,165 | -9.84% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 3,420,959 | 315,686 | 0.08% | 0.07% | 3 | +525,007 | 18.13% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,614,444 | 241,260 | 0.06% | 0.06% | 4 | +513,886 | 24.46% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,233,642 | 206,120 | 0.04% | 0.03% | 5 | +249,841 | 12.59% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 1,892,589 | 174,648 | 0.94% | 0.79% | 6 | +410,522 | 27.7% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,793,866 | 165,537 | 0.05% | 0.03% | 7 | +776,696 | 76.36% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,750,925 | 161,575 | 1.58% | 1.42% | 8 | +198,601 | 12.79% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,698,166 | 156,516 | 0.23% | 0.22% | 9 | +46,130 | 2.79% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,625,567 | 150,007 | 0.01% | 0.01% | 10 | +171,674 | 11.81% | Q1 2026 | May 15, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 1,623,692 | 149,834 | 7.92% | 7.79% | 11 | +37,103 | 2.34% | Q1 2026 | Apr 17, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 1,266,570 | 116,879 | 9.8% | 9.49% | 12 | -49,093 | -3.73% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 1,113,996 | 102,799 | 0.11% | 0.1% | 13 | +169,977 | 18.01% | Q1 2026 | May 13, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 1,065,087 | 98,286 | 3.31% | 2.03% | 14 | +440,603 | 70.55% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,022,276 | 94,335 | 0.7% | 0.48% | 15 | +381,386 | 59.51% | Q1 2026 | May 15, 2026 |
| Heirloom Wealth Management | History | Added to | 1,019,618 | 94,090 | 16.95% | 10.58% | 16 | +527,820 | 107.32% | Q1 2026 | Apr 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 956,087 | 88,227 | 1.6% | 2.0% | 17 | -159,727 | -14.31% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 911,703 | 84,131 | 0.01% | 0.01% | 18 | +22,498 | 2.53% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 893,415 | 82,238 | 0.01% | 0.0% | 19 | +127,477 | 16.64% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 835,724 | 77,120 | 1.79% | 1.74% | 20 | +63,704 | 8.25% | Q1 2026 | May 15, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 738,218 | 68,122 | 14.32% | 14.46% | 21 | -38,902 | -5.01% | Q1 2026 | May 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 643,160 | 59,350 | 0.18% | 0.08% | 22 | +414,200 | 180.9% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 641,859 | 59,230 | 0.01% | 0.01% | 23 | +6,964 | 1.1% | Q1 2026 | May 15, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 628,413 | 57,989 | 7.16% | 6.87% | 24 | +46,958 | 8.08% | Q1 2026 | May 08, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 608,209 | 56,125 | 12.22% | 0.51% | 25 | +584,239 | 2437.38% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 566,907 | 52,314 | 0.57% | 0.59% | 26 | +8,786 | 1.57% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 553,686 | 51,094 | 0.07% | 0.08% | 27 | -81,569 | -12.84% | Q1 2026 | Apr 27, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 545,719 | 50,358 | 2.23% | 1.6% | 28 | +135,041 | 32.88% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 540,783 | 49,902 | 0.09% | 0.04% | 29 | +310,507 | 134.84% | Q1 2026 | May 14, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 537,942 | 49,641 | 6.38% | 5.35% | 30 | +117,600 | 27.98% | Q1 2026 | Apr 27, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 526,533 | 48,588 | 2.6% | 2.59% | 31 | +59,968 | 12.85% | Q1 2026 | Apr 16, 2026 |
| Mariner, LLC | History | Added to | 502,485 | 46,369 | 0.05% | 0.02% | 32 | +293,040 | 139.91% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 492,905 | 45,485 | 0.09% | 0.08% | 33 | +13,267 | 2.77% | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 478,511 | 44,156 | 0.04% | 0.04% | 34 | +32,024 | 7.17% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 445,049 | 41,069 | 0.06% | 0.07% | 35 | -13,110 | -2.86% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 441,013 | 40,696 | 0.04% | 0.04% | 36 | +22,154 | 5.29% | Q1 2026 | May 05, 2026 |
| Hudson Capital Management LLC | History | Added to | 428,534 | 39,545 | 10.22% | 9.23% | 37 | +33,215 | 8.4% | Q1 2026 | Apr 13, 2026 |
| Cooper Financial Group | History | Added to | 396,395 | 36,579 | 3.7% | 0.32% | 38 | +363,897 | 1119.75% | Q1 2026 | Apr 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 380,841 | 35,144 | 0.02% | 0.02% | 39 | +263 | 0.07% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 372,845 | 34,406 | 0.0% | — | 40 | +372,845 | New | Q1 2026 | May 12, 2026 |
| Christian Investment Advisors, Inc. | History | New | 345,997 | 32,378 | 20.46% | — | 41 | +345,997 | New | Q1 2026 | May 08, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 346,903 | 32,011 | 4.25% | 3.86% | 42 | +80,752 | 30.34% | Q1 2026 | Apr 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 318,700 | 29,409 | 0.04% | 0.02% | 43 | +173,737 | 119.85% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 309,290 | 28,525 | 0.06% | 0.06% | 44 | -174,572 | -36.08% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 297,527 | 27,455 | 0.1% | 0.13% | 45 | -52,868 | -15.09% | Q1 2026 | Apr 30, 2026 |
| Legacy Private Trust Co. | History | Reduced | 293,994 | 27,129 | 1.67% | 1.61% | 46 | -269 | -0.09% | Q1 2026 | Apr 07, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 288,621 | 26,633 | 3.31% | 3.31% | 47 | +3,700 | 1.3% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Added to | 282,970 | 26,112 | 0.48% | 0.34% | 48 | +91,462 | 47.76% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 281,894 | 26,013 | 1.3% | 1.27% | 49 | +19,231 | 7.32% | Q1 2026 | Apr 23, 2026 |
| Goldstein Advisors, LLC | History | Added to | 281,501 | 25,976 | 2.89% | 2.85% | 50 | +12,491 | 4.64% | Q1 2026 | Apr 28, 2026 |
| Southland Equity Partners LLC | History | Reduced | 273,026 | 25,194 | 4.91% | 5.06% | 51 | -2,258 | -0.82% | Q1 2026 | Apr 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 269,954 | 24,911 | 0.12% | 0.12% | 52 | +1,905 | 0.71% | Q1 2026 | Apr 24, 2026 |
| Stadion Money Management, LLC | History | Reduced | 263,848 | 24,348 | 2.45% | 2.0% | 53 | -1,078 | -0.41% | Q1 2026 | May 15, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 262,289 | 24,204 | 3.47% | 3.46% | 54 | +2,015 | 0.77% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 260,671 | 23,867 | 0.01% | 0.01% | 55 | +99,867 | 62.1% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 258,144 | 23,821 | 3.08% | 3.3% | 56 | +2,010 | 0.78% | Q1 2026 | Apr 15, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 239,469 | 22,289 | 0.76% | 0.76% | 57 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Berger Financial Group, Inc | History | Added to | 240,823 | 22,223 | 1.24% | 0.11% | 58 | +219,752 | 1042.91% | Q1 2026 | Apr 28, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 239,201 | 22,073 | 3.51% | 3.15% | 59 | +34,141 | 16.65% | Q1 2026 | May 14, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 238,621 | 22,019 | 6.39% | 6.38% | 60 | +779 | 0.33% | Q1 2026 | Apr 10, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 235,894 | 21,768 | 8.91% | 8.82% | 61 | -451 | -0.19% | Q1 2026 | Apr 23, 2026 |
| NOVEM GROUP | History | Added to | 233,987 | 21,592 | 2.47% | 2.47% | 62 | +3,450 | 1.5% | Q1 2026 | Apr 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 218,818 | 20,192 | 0.01% | 0.01% | 63 | +15,412 | 7.58% | Q1 2026 | May 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 210,351 | 19,411 | 0.14% | 0.28% | 64 | -179,201 | -46.0% | Q1 2026 | Apr 14, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 204,100 | 18,834 | 1.09% | 0.89% | 65 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 202,176 | 18,656 | 0.21% | 0.2% | 66 | +11,116 | 5.82% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 201,455 | 18,590 | 0.01% | 0.01% | 67 | +75,593 | 60.06% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Added to | 195,474 | 18,038 | 0.2% | 0.01% | 68 | +187,726 | 2422.9% | Q1 2026 | May 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 194,918 | 17,987 | 0.42% | 0.84% | 69 | +8,423 | 4.52% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 194,553 | 17,953 | 0.2% | 0.23% | 70 | +8,083 | 4.33% | Q1 2026 | May 15, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 192,337 | 17,748 | 5.59% | 5.55% | 71 | +8,805 | 4.8% | Q1 2026 | May 08, 2026 |
| Lynch Investment Planning, LLC | History | Added to | 192,244 | 17,740 | 15.94% | 13.72% | 72 | +39,090 | 25.52% | Q1 2026 | May 12, 2026 |
| Addison Capital Co | History | Added to | 184,929 | 17,065 | 3.04% | 0.07% | 73 | +181,957 | 6122.38% | Q1 2026 | Apr 29, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 176,533 | 16,290 | 5.15% | 5.34% | 74 | +10,359 | 6.23% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 176,350 | 16,273 | 0.05% | 0.04% | 75 | -17,062 | -8.82% | Q1 2026 | May 04, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 165,917 | 15,310 | 6.65% | 6.94% | 76 | -9,371 | -5.35% | Q1 2026 | May 12, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 163,618 | 15,098 | 0.24% | 0.27% | 77 | -627 | -0.38% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 161,614 | 14,913 | 0.08% | 0.06% | 78 | -32,932 | -16.93% | Q1 2026 | Apr 29, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 161,029 | 14,859 | 0.77% | 0.59% | 79 | +42,071 | 35.37% | Q1 2026 | Apr 17, 2026 |
| Horizon Investments, LLC | History | Added to | 161,549 | 14,786 | 0.17% | 0.18% | 80 | +7,114 | 4.61% | Q1 2026 | May 14, 2026 |
| McGrath & Associates, Inc. | History | Added to | 159,687 | 14,735 | 21.68% | 17.85% | 81 | +24,582 | 18.19% | Q1 2026 | Apr 10, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 152,271 | 14,051 | 5.19% | 5.08% | 82 | +3,135 | 2.1% | Q1 2026 | May 07, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 149,746 | 13,818 | 1.81% | 1.73% | 83 | +8,388 | 5.93% | Q1 2026 | May 04, 2026 |
| KWMG, LLC | History | Added to | 149,441 | 13,790 | 1.15% | 1.15% | 84 | +5,803 | 4.04% | Q1 2026 | Apr 09, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 144,944 | 13,375 | 0.82% | 0.58% | 85 | +15,470 | 11.95% | Q1 2026 | Apr 28, 2026 |
| VICUS CAPITAL | History | Added to | 144,662 | 13,349 | 0.98% | 0.98% | 86 | +3,692 | 2.62% | Q1 2026 | Apr 22, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 142,364 | 13,137 | 4.12% | 4.04% | 87 | +2,481 | 1.77% | Q1 2026 | Apr 06, 2026 |
| PAX Financial Group, LLC | History | Added to | 141,683 | 13,074 | 2.23% | 2.14% | 88 | +8,412 | 6.31% | Q1 2026 | Apr 27, 2026 |
| Vavra Capital Management, LLC | History | Added to | 140,103 | 12,928 | 12.57% | 12.76% | 89 | +514 | 0.37% | Q1 2026 | Apr 27, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 136,024 | 12,552 | 6.62% | 5.87% | 90 | +11,673 | 9.39% | Q1 2026 | Apr 28, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 134,601 | 12,420 | 0.05% | 0.04% | 91 | +16,436 | 13.91% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 130,209 | 12,015 | 0.11% | 0.15% | 92 | +4,887 | 3.9% | Q1 2026 | May 06, 2026 |
| Capital Analysts, LLC | History | Added to | 127,455 | 11,762 | 0.31% | 0.26% | 93 | +28,820 | 29.22% | Q1 2026 | May 14, 2026 |
| One Capital Management, LLC | History | New | 126,136 | 11,639 | 0.32% | — | 94 | +126,136 | New | Q1 2026 | May 12, 2026 |
| TD Capital Management LLC | History | Added to | 126,066 | 11,633 | 1.05% | 0.96% | 95 | +9,836 | 8.46% | Q1 2026 | May 11, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 125,987 | 11,626 | 2.02% | 2.0% | 96 | +4,975 | 4.11% | Q1 2026 | May 05, 2026 |
| GeoWealth Management, LLC | History | Reduced | 123,374 | 11,384 | 0.41% | 0.52% | 97 | -27,720 | -18.35% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 117,731 | 10,864 | 0.07% | 0.07% | 98 | -6,132 | -4.95% | Q1 2026 | May 05, 2026 |
| MRA Advisory Group | History | Added to | 116,458 | 10,746 | 4.38% | 4.22% | 99 | +8,382 | 7.76% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 116,320 | 10,734 | 0.17% | 0.19% | 100 | +13,068 | 12.66% | Q1 2026 | May 15, 2026 |
| STEPH & CO | History | Reduced | 114,755 | 10,589 | 3.02% | 3.6% | 101 | -19,276 | -14.38% | Q1 2026 | Apr 17, 2026 |
| Independent Advisor Alliance | History | New | 112,917 | 10,419 | 0.11% | — | 102 | +112,917 | New | Q1 2026 | May 12, 2026 |
| Hamilton Wealth, LLC | History | Added to | 112,338 | 10,366 | 0.74% | 0.74% | 103 | +70,588 | 169.07% | Q1 2026 | May 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 109,716 | 10,125 | 0.03% | 0.03% | 104 | +3,309 | 3.11% | Q1 2026 | Apr 30, 2026 |
| GM Advisory Group, LLC | History | Added to | 109,129 | 10,070 | 0.39% | 0.39% | 105 | +3,265 | 3.08% | Q1 2026 | Apr 28, 2026 |
| Smart Portfolios, LLC | History | Added to | 108,036 | 9,969 | 9.94% | 9.43% | 106 | +6,301 | 6.19% | Q1 2026 | May 01, 2026 |
| SimpliFi, Inc. | History | Added to | 106,584 | 9,835 | 4.13% | 4.15% | 107 | +1,272 | 1.21% | Q1 2026 | Apr 22, 2026 |
| WealthShield Partners, LLC | History | Added to | 103,918 | 9,589 | 1.07% | 0.98% | 108 | +8,457 | 8.86% | Q1 2026 | May 01, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 102,180 | 9,429 | 2.8% | 2.39% | 109 | +13,704 | 15.49% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 100,807 | 9,302 | 0.05% | 0.05% | 110 | +9,428 | 10.32% | Q1 2026 | May 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 100,384 | 9,263 | 0.17% | 0.15% | 111 | +11,062 | 12.38% | Q1 2026 | May 07, 2026 |
| Destination Wealth Management | History | Reduced | 98,463 | 9,086 | 0.24% | 0.25% | 112 | -5,560 | -5.34% | Q1 2026 | May 15, 2026 |
| Affiance Financial, LLC | History | Added to | 97,316 | 8,980 | 1.46% | 1.07% | 113 | +25,536 | 35.58% | Q1 2026 | Apr 14, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 94,582 | 8,728 | 1.55% | 1.24% | 114 | +22,600 | 31.4% | Q1 2026 | Apr 22, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 92,281 | 8,515 | 0.38% | 0.33% | 115 | +8,065 | 9.58% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 92,112 | 8,500 | 0.02% | 0.01% | 116 | +60,178 | 188.44% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 89,265 | 8,237 | 0.0% | 0.0% | 117 | +85,165 | 2077.2% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 88,837 | 8,197 | 0.07% | 0.06% | 118 | +4,769 | 5.67% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 87,880 | 8,086 | 0.08% | 0.09% | 119 | -2,001 | -2.23% | Q1 2026 | Apr 07, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 84,782 | 7,888 | 8.74% | 7.72% | 120 | -2,824 | -3.22% | Q1 2026 | Apr 23, 2026 |
| Wealth Alliance Advisory Group, LLC | History | New | 81,918 | 7,559 | 1.2% | — | 121 | +81,918 | New | Q1 2026 | Apr 09, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 81,707 | 7,539 | 0.06% | 0.05% | 122 | +3,997 | 5.14% | Q1 2026 | May 12, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 81,124 | 7,467 | 2.48% | 2.37% | 123 | +3,820 | 4.94% | Q1 2026 | Apr 27, 2026 |
| Security Financial Services, INC. | History | No change | 78,378 | 7,295 | 1.15% | 1.15% | 124 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 77,900 | 7,188 | 0.23% | 0.12% | 125 | +1,134 | 1.48% | Q1 2026 | Apr 29, 2026 |
| Visionary Wealth Advisors | History | Added to | 77,814 | 7,180 | 0.32% | 0.31% | 126 | +4,924 | 6.76% | Q1 2026 | May 13, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 77,325 | 7,135 | 0.43% | 0.41% | 127 | +2,400 | 3.2% | Q1 2026 | May 01, 2026 |
| Treasure Coast Financial Planning | History | Reduced | 77,127 | 7,117 | 3.66% | 4.57% | 128 | -15,217 | -16.48% | Q1 2026 | May 11, 2026 |
| BCS Wealth Management | History | Reduced | 76,934 | 7,099 | 1.45% | 1.26% | 129 | -57,415 | -42.74% | Q1 2026 | Apr 17, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 76,486 | 7,058 | 2.78% | 2.71% | 130 | -39,815 | -34.23% | Q1 2026 | May 06, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 74,210 | 6,848 | 2.13% | 2.14% | 131 | +94 | 0.13% | Q1 2026 | May 01, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 74,026 | 6,814 | 0.43% | 0.3% | 132 | +4,154 | 5.95% | Q1 2026 | Apr 24, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 73,653 | 6,796 | 3.36% | 3.29% | 133 | +2,335 | 3.27% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 72,814 | 6,777 | 0.12% | 0.12% | 134 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 72,059 | 6,649 | 0.32% | 0.34% | 135 | -4,128 | -5.42% | Q1 2026 | Apr 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 71,458 | 6,594 | 0.34% | 0.34% | 136 | +1,514 | 2.16% | Q1 2026 | Apr 15, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 70,998 | 6,551 | 2.2% | 0.6% | 137 | +51,453 | 263.25% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 69,770 | 6,438 | 0.05% | 0.07% | 138 | +2,697 | 4.02% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 69,509 | 6,414 | 0.03% | 0.03% | 139 | -14,927 | -17.68% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 69,318 | 6,397 | 0.04% | 0.01% | 140 | +56,271 | 431.29% | Q1 2026 | May 15, 2026 |
| Pacifica Partners Inc. | History | Added to | 68,131 | 6,287 | 2.09% | 2.65% | 141 | +4,070 | 6.35% | Q1 2026 | Apr 09, 2026 |
| BAM Wealth Management, LLC | History | Added to | 67,175 | 6,198 | 4.63% | 4.48% | 142 | +600 | 0.9% | Q1 2026 | Apr 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 66,155 | 6,104 | 0.03% | 0.03% | 143 | +13,430 | 25.47% | Q1 2026 | Apr 15, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 60,205 | 5,555 | 1.06% | 1.05% | 144 | +1,070 | 1.81% | Q1 2026 | May 01, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 59,764 | 5,515 | 0.61% | — | 145 | +59,764 | New | Q1 2026 | Apr 15, 2026 |
| Retirement Planning Group, LLC | History | Added to | 59,552 | 5,495 | 0.17% | 0.06% | 146 | +41,516 | 230.18% | Q1 2026 | May 04, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 58,697 | 5,416 | 3.07% | 3.09% | 147 | -668 | -1.13% | Q1 2026 | Apr 24, 2026 |
| Selby Wealth Management, LLC | History | Added to | 58,526 | 5,400 | 2.13% | 2.14% | 148 | +1,452 | 2.54% | Q1 2026 | Apr 08, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 58,412 | 5,390 | 0.34% | 0.28% | 149 | +11,985 | 25.81% | Q1 2026 | Apr 27, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Reduced | 58,407 | 5,389 | 0.63% | 0.73% | 150 | -2,825 | -4.61% | Q1 2026 | Apr 13, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 58,273 | 5,377 | 0.63% | 0.6% | 151 | +2,216 | 3.95% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Added to | 57,609 | 5,357 | 0.03% | 0.01% | 152 | +34,017 | 144.19% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 56,948 | 5,255 | 0.15% | 0.01% | 153 | +52,019 | 1055.37% | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Added to | 56,923 | 5,252 | 0.0% | 0.0% | 154 | +17,328 | 43.76% | Q1 2026 | May 05, 2026 |
| FINANCIAL DISCOVERY GROUP INC | History | New | 55,956 | 5,163 | 12.06% | — | 155 | +55,956 | New | Q1 2026 | May 07, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 55,466 | 5,118 | 1.96% | 1.77% | 156 | +4,636 | 9.12% | Q1 2026 | May 12, 2026 |
| Freedom Financial Partners LLC | History | Added to | 54,959 | 5,071 | 1.81% | 1.71% | 157 | +4,382 | 8.66% | Q1 2026 | Apr 16, 2026 |
| Denver PWM, LLC | History | Reduced | 54,601 | 5,040 | 1.73% | 2.1% | 158 | -13,487 | -19.81% | Q1 2026 | May 12, 2026 |
| Csenge Advisory Group | History | Reduced | 52,710 | 4,864 | 0.22% | 0.23% | 159 | -2,436 | -4.42% | Q1 2026 | Apr 30, 2026 |
| Syverson Strege & Co | History | Reduced | 51,500 | 4,752 | 1.14% | 1.32% | 160 | -8,577 | -14.28% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 50,953 | 4,701 | 0.02% | 0.03% | 161 | +1,153 | 2.32% | Q1 2026 | May 15, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 50,727 | 4,681 | 4.51% | 4.17% | 162 | +5,640 | 12.51% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Reduced | 48,612 | 4,605 | 0.01% | 0.01% | 163 | -832 | -1.68% | Q1 2026 | May 14, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 49,572 | 4,574 | 2.61% | 1.83% | 164 | +14,477 | 41.25% | Q1 2026 | Apr 09, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 49,030 | 4,524 | 0.1% | 0.1% | 165 | +5,645 | 13.01% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 48,832 | 4,506 | 0.01% | — | 166 | +48,832 | New | Q1 2026 | May 01, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 48,865 | 4,498 | 3.95% | 3.73% | 167 | +5,765 | 13.38% | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 48,141 | 4,480 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Dunhill Financial, LLC | History | Added to | 48,393 | 4,465 | 1.05% | 0.87% | 169 | +10,178 | 26.63% | Q1 2026 | May 06, 2026 |
| Slagle Financial, LLC | History | Added to | 48,346 | 4,461 | 1.47% | 1.19% | 170 | +11,583 | 31.51% | Q1 2026 | May 01, 2026 |
| Equitable Holdings, Inc. | History | Added to | 50,802 | 4,395 | 0.03% | 0.01% | 171 | +27,636 | 119.3% | Q1 2026 | May 15, 2026 |
| SlateStone Wealth, LLC | History | Added to | 47,029 | 4,340 | 0.36% | 0.35% | 172 | +2,296 | 5.13% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 46,503 | 4,291 | 0.17% | 0.08% | 173 | +38,325 | 468.64% | Q1 2026 | May 15, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 46,349 | 4,277 | 0.18% | 0.25% | 174 | -14,718 | -24.1% | Q1 2026 | Apr 30, 2026 |
| OneAscent Financial Services LLC | History | Added to | 46,192 | 4,262 | 0.23% | 0.05% | 175 | +39,844 | 627.66% | Q1 2026 | Apr 21, 2026 |
| Del-Sette Capital Management, LLC | History | Added to | 46,034 | 4,247 | 2.54% | 2.53% | 176 | +1,891 | 4.28% | Q1 2026 | May 04, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 45,809 | 4,227 | 0.61% | 0.55% | 177 | +1,783 | 4.05% | Q1 2026 | May 14, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 45,459 | 4,194 | 2.58% | 2.68% | 178 | -3,168 | -6.51% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 44,941 | 4,147 | 0.0% | 0.0% | 179 | -621 | -1.36% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 44,095 | 4,069 | 0.01% | 0.01% | 180 | -1,333 | -2.93% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 43,636 | 4,026 | 0.01% | 0.01% | 181 | -513 | -1.16% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | New | 43,452 | 4,009 | 0.09% | — | 182 | +43,452 | New | Q1 2026 | May 01, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 42,269 | 3,900 | 0.37% | 0.38% | 183 | -5 | -0.01% | Q1 2026 | May 04, 2026 |
| Essential Planning, LLC. | History | Reduced | 42,096 | 3,884 | 1.23% | 1.28% | 184 | -1,045 | -2.42% | Q1 2026 | Apr 22, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 41,864 | 3,863 | 0.11% | 0.11% | 185 | -311 | -0.74% | Q1 2026 | May 12, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 41,068 | 3,789 | 1.17% | 0.65% | 186 | +19,885 | 93.87% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 40,275 | 3,716 | 1.02% | 1.01% | 187 | +2,698 | 7.18% | Q1 2026 | May 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 40,207 | 3,710 | 0.68% | 0.71% | 188 | -81 | -0.2% | Q1 2026 | Apr 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 39,599 | 3,654 | 0.05% | 0.06% | 189 | -4,213 | -9.62% | Q1 2026 | Apr 08, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 39,033 | 3,601 | 0.06% | — | 190 | +39,033 | New | Q1 2026 | May 15, 2026 |
| L & S Advisors Inc | History | Added to | 38,890 | 3,588 | 0.45% | 0.33% | 191 | +305 | 0.79% | Q1 2026 | May 11, 2026 |
| Fiduciary Alliance LLC | History | Added to | 38,622 | 3,585 | 0.22% | 0.22% | 192 | +1,758 | 4.77% | Q1 2026 | Apr 20, 2026 |
| 21 West Wealth Management LLC | History | Added to | 38,562 | 3,558 | 3.31% | 3.15% | 193 | +1,527 | 4.12% | Q1 2026 | Apr 15, 2026 |
| Advisor OS, LLC | History | Added to | 38,494 | 3,552 | 0.26% | 0.28% | 194 | +1,367 | 3.68% | Q1 2026 | May 07, 2026 |
| Elyxium Wealth, LLC | History | Added to | 38,260 | 3,530 | 1.13% | 0.77% | 195 | +8,327 | 27.82% | Q1 2026 | May 06, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 38,201 | 3,525 | 0.49% | 0.47% | 196 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cerity Partners LLC | History | Added to | 37,751 | 3,483 | 0.0% | 0.0% | 197 | +33,011 | 696.43% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | New | 37,742 | 3,482 | 0.1% | — | 198 | +37,742 | New | Q1 2026 | Apr 09, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 37,621 | 3,471 | 0.26% | 0.06% | 199 | +30,112 | 401.01% | Q1 2026 | Apr 30, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 36,315 | 3,351 | 0.47% | 0.43% | 200 | +2,565 | 7.6% | Q1 2026 | May 13, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 35,730 | 3,297 | 2.7% | 2.63% | 201 | -4,691 | -11.61% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 35,646 | 3,289 | 0.12% | — | 202 | +35,646 | New | Q1 2026 | May 19, 2026 |
| Essex Financial Services, Inc. | History | Added to | 35,589 | 3,284 | 0.18% | 0.17% | 203 | +4,099 | 13.02% | Q1 2026 | Apr 24, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 35,489 | 3,274 | 0.18% | 0.17% | 204 | +2,827 | 8.66% | Q1 2026 | Apr 30, 2026 |
| Fairway Financial, LLC | History | Added to | 33,458 | 3,087 | 2.35% | 2.19% | 205 | +2,337 | 7.51% | Q1 2026 | May 11, 2026 |
| PFG Advisors | History | Added to | 33,273 | 3,070 | 0.15% | 0.05% | 206 | +21,187 | 175.3% | Q1 2026 | May 05, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 32,702 | 3,017 | 1.53% | 1.73% | 207 | -2,120 | -6.09% | Q1 2026 | May 15, 2026 |
| Womack Financial LLC | History | Added to | 32,497 | 2,998 | 2.21% | 1.96% | 208 | +3,921 | 13.72% | Q1 2026 | May 11, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 31,950 | 2,948 | 1.01% | 1.0% | 209 | +1,369 | 4.48% | Q1 2026 | May 08, 2026 |
| Strategic Advisors LLC | History | Reduced | 30,785 | 2,840 | 0.47% | 0.46% | 210 | -729 | -2.31% | Q1 2026 | May 14, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 29,939 | 2,762 | 1.63% | 2.94% | 211 | -26,133 | -46.61% | Q1 2026 | Apr 07, 2026 |
| Maia Wealth LLC | History | Added to | 29,441 | 2,716 | 0.46% | 0.46% | 212 | +1,068 | 3.76% | Q1 2026 | May 08, 2026 |
| Beckerman Institutional, LLC | History | Added to | 28,884 | 2,665 | 1.42% | 0.85% | 213 | +12,542 | 76.75% | Q1 2026 | May 04, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 28,368 | 2,617 | 0.46% | 0.44% | 214 | -4,733 | -14.3% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 27,930 | 2,577 | 0.65% | 0.88% | 215 | -12,843 | -31.5% | Q1 2026 | Apr 30, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 27,804 | 2,565 | 2.45% | 2.39% | 216 | +1,755 | 6.74% | Q1 2026 | Apr 21, 2026 |
| Strategic Blueprint, LLC | History | Added to | 27,541 | 2,541 | 0.15% | 0.13% | 217 | +3,119 | 12.77% | Q1 2026 | Apr 29, 2026 |
| Creative Planning | History | Added to | 27,334 | 2,522 | 0.0% | 0.0% | 218 | +687 | 2.58% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 26,622 | 2,456 | 0.05% | 0.02% | 219 | +18,380 | 223.0% | Q1 2026 | Apr 13, 2026 |
| Navis Wealth Advisors, LLC | History | New | 26,000 | 2,399 | 1.22% | — | 220 | +26,000 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 25,941 | 2,393 | 0.01% | 0.01% | 221 | +471 | 1.85% | Q1 2026 | May 08, 2026 |
| Menard Financial Group LLC | History | Added to | 24,984 | 2,305 | 1.61% | 1.58% | 222 | +254 | 1.03% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 24,890 | 2,296 | 0.01% | 0.01% | 223 | +2,026 | 8.86% | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 24,484 | 2,259 | 0.08% | 0.08% | 224 | -53 | -0.22% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Added to | 24,388 | 2,250 | 0.0% | 0.0% | 225 | +2,890 | 13.44% | Q1 2026 | May 11, 2026 |
| MCF Advisors LLC | History | Reduced | 24,280 | 2,240 | 0.1% | 0.16% | 226 | -6,433 | -20.95% | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 24,291 | 2,234 | 0.01% | 0.01% | 227 | +2,211 | 10.01% | Q1 2026 | May 12, 2026 |
| Fortitude Financial, LLC | History | Added to | 24,008 | 2,215 | 1.17% | 1.85% | 228 | +551 | 2.35% | Q1 2026 | Apr 23, 2026 |
| Arkadios Wealth Advisors | History | Added to | 23,558 | 2,173 | 0.04% | 0.02% | 229 | +12,602 | 115.02% | Q1 2026 | May 18, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 23,508 | 2,169 | 0.04% | 0.04% | 230 | +793 | 3.49% | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 22,933 | 2,115 | 0.0% | 0.0% | 231 | -516 | -2.2% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 22,446 | 2,071 | 0.0% | 0.0% | 232 | +11,187 | 99.36% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 22,327 | 2,060 | 0.03% | 0.03% | 233 | -1,233 | -5.23% | Q1 2026 | May 15, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 21,897 | 2,020 | 3.18% | 5.1% | 234 | -8,690 | -28.41% | Q1 2026 | Apr 13, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 21,601 | 1,993 | 0.26% | 0.27% | 235 | -817 | -3.64% | Q1 2026 | May 07, 2026 |
| Brookstone Capital Management | History | Reduced | 21,468 | 1,981 | 0.02% | 0.03% | 236 | -2,249 | -9.48% | Q1 2026 | Apr 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 21,294 | 1,964 | 0.04% | 0.04% | 237 | -288 | -1.33% | Q1 2026 | Apr 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 20,750 | 1,914 | 0.01% | 0.01% | 238 | -17,337 | -45.52% | Q1 2026 | May 13, 2026 |
| Patten Group, Inc. | History | Reduced | 20,284 | 1,871 | 0.33% | 0.36% | 239 | -511 | -2.46% | Q1 2026 | Apr 24, 2026 |
| Ascent Group, LLC | History | Added to | 20,267 | 1,870 | 0.06% | 0.06% | 240 | +2,668 | 15.16% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | Added to | 19,659 | 1,814 | 0.14% | 0.19% | 241 | +6,968 | 54.91% | Q1 2026 | Apr 28, 2026 |
| Trek Financial, LLC | History | Added to | 19,446 | 1,794 | 0.1% | 0.05% | 242 | +9,267 | 91.04% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 19,810 | 1,790 | 0.0% | 0.0% | 243 | +3,459 | 21.15% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 17,852 | 1,647 | 0.02% | 0.02% | 244 | +2,608 | 17.11% | Q1 2026 | May 01, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 17,780 | 1,640 | 1.65% | 1.71% | 245 | -409 | -2.25% | Q1 2026 | May 15, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 17,742 | 1,637 | 0.24% | 0.23% | 246 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Delta Investment Management, LLC | History | New | 17,341 | 1,600 | 0.29% | — | 247 | +17,341 | New | Q1 2026 | May 12, 2026 |
| Apollon Financial, LLC | History | Added to | 17,334 | 1,599 | 0.22% | 0.08% | 248 | +11,621 | 203.41% | Q1 2026 | Apr 22, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 17,137 | 1,591 | 0.17% | 0.22% | 249 | -298 | -1.71% | Q1 2026 | Apr 23, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 17,118 | 1,579 | 0.18% | 0.17% | 250 | +710 | 4.33% | Q1 2026 | Apr 21, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 16,650 | 1,542 | 0.17% | 0.22% | 251 | -472 | -2.76% | Q1 2026 | May 12, 2026 |
| TRB Wealth Management, LLC | History | New | 16,669 | 1,538 | 0.22% | — | 252 | +16,669 | New | Q1 2026 | May 14, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 16,561 | 1,528 | 0.1% | 0.11% | 253 | +2,275 | 15.92% | Q1 2026 | Apr 17, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 16,539 | 1,526 | 0.46% | 0.45% | 254 | +424 | 2.63% | Q1 2026 | May 05, 2026 |
| Waterfront Wealth Inc. | History | Added to | 16,134 | 1,488 | 0.27% | 0.23% | 255 | +3,077 | 23.57% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 15,993 | 1,475 | 0.03% | 0.03% | 256 | +3,332 | 26.32% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 15,980 | 1,474 | 0.05% | 0.01% | 257 | +13,631 | 580.29% | Q1 2026 | May 14, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 15,398 | 1,420 | 0.63% | 0.69% | 258 | -2,064 | -11.82% | Q1 2026 | May 05, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | No change | 15,040 | 1,387 | 0.61% | 0.61% | 259 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 15,020 | 1,386 | 0.5% | 0.47% | 260 | +110 | 0.74% | Q1 2026 | Apr 10, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 15,008 | 1,384 | 0.07% | 0.08% | 261 | -689 | -4.39% | Q1 2026 | Apr 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 14,946 | 1,379 | 0.02% | 0.02% | 262 | +4,053 | 37.21% | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 14,957 | 1,354 | 0.07% | 0.05% | 263 | +2,928 | 24.34% | Q1 2026 | May 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 14,609 | 1,353 | 0.04% | 0.05% | 264 | -1,446 | -9.01% | Q1 2026 | Apr 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 14,654 | 1,352 | 0.02% | 0.02% | 265 | +225 | 1.56% | Q1 2026 | May 12, 2026 |
| Continuum Advisory, LLC | History | Added to | 14,558 | 1,343 | 0.13% | 0.12% | 266 | +1,226 | 9.2% | Q1 2026 | Apr 22, 2026 |
| Westside Investment Management, Inc. | History | No change | 14,316 | 1,320 | 0.2% | 0.21% | 267 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 13,943 | 1,285 | 0.08% | 0.08% | 268 | -400 | -2.79% | Q1 2026 | Apr 07, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 13,779 | 1,271 | 0.42% | 0.46% | 269 | +56 | 0.41% | Q1 2026 | May 15, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 13,445 | 1,240 | 0.28% | 0.27% | 270 | +786 | 6.21% | Q1 2026 | Apr 27, 2026 |
| Parallel Advisors, LLC | History | Reduced | 13,326 | 1,229 | 0.02% | 0.03% | 271 | -1,642 | -10.97% | Q1 2026 | May 07, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 13,269 | 1,224 | 0.01% | 0.02% | 272 | +662 | 5.25% | Q1 2026 | Apr 23, 2026 |
| Triad Wealth Partners, LLC | History | New | 12,666 | 1,168 | 0.09% | — | 273 | +12,666 | New | Q1 2026 | Apr 16, 2026 |
| Ramiah Investment Group | History | Reduced | 12,633 | 1,165 | 1.17% | 1.17% | 274 | -159 | -1.24% | Q1 2026 | Apr 21, 2026 |
| Boomfish Wealth Group, LLC | History | New | 12,594 | 1,162 | 0.62% | — | 275 | +12,594 | New | Q1 2026 | Apr 22, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 12,526 | 1,155 | 0.45% | 0.55% | 276 | +167 | 1.35% | Q1 2026 | Apr 22, 2026 |
| Fjell Capital, LLC | History | New | 12,474 | 1,151 | 0.89% | — | 277 | +12,474 | New | Q1 2026 | Apr 15, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 12,370 | 1,141 | 0.12% | 0.12% | 278 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 12,243 | 1,130 | 0.0% | — | 279 | +12,243 | New | Q1 2026 | May 13, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 12,155 | 1,121 | 0.26% | 0.27% | 280 | -533 | -4.2% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 12,124 | 1,118 | 0.01% | 0.01% | 281 | +929 | 8.3% | Q1 2026 | May 04, 2026 |
| MFA Wealth Services | History | Added to | 12,051 | 1,112 | 0.74% | 0.75% | 282 | +55 | 0.46% | Q1 2026 | Apr 21, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 12,050 | 1,111 | 0.3% | 0.31% | 283 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 11,863 | 1,094 | 0.02% | 0.01% | 284 | +7,711 | 185.72% | Q1 2026 | Apr 10, 2026 |
| First PREMIER Bank | History | Added to | 11,805 | 1,089 | 0.25% | 0.07% | 285 | +8,607 | 269.14% | Q1 2026 | Apr 20, 2026 |
| First Growth Capital LLC | History | Added to | 11,815 | 1,087 | 0.98% | 0.86% | 286 | +1,403 | 13.47% | Q1 2026 | May 04, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 11,450 | 1,056 | 0.36% | 0.27% | 287 | +3,475 | 43.57% | Q1 2026 | Apr 20, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 10,876 | 1,012 | 1.28% | — | 288 | +10,876 | New | Q1 2026 | May 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 10,942 | 1,009 | 0.41% | 0.4% | 289 | +884 | 8.79% | Q1 2026 | May 05, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 10,883 | 1,004 | 0.68% | 0.67% | 290 | +16 | 0.15% | Q1 2026 | May 13, 2026 |
| HCR Wealth Advisors | History | No change | 10,524 | 971 | 0.1% | 0.1% | 291 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 10,462 | 965 | 0.07% | 0.11% | 292 | -3,373 | -24.38% | Q1 2026 | Apr 22, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 10,285 | 957 | 0.25% | 0.25% | 293 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aristides Capital LLC | History | Reduced | 10,268 | 947 | 0.21% | 0.25% | 294 | -4,709 | -31.44% | Q1 2026 | May 14, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 10,246 | 945 | 0.04% | 0.04% | 296 | +468 | 4.79% | Q1 2026 | May 05, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 10,250 | 945 | 0.11% | 0.11% | 295 | -46 | -0.45% | Q1 2026 | May 14, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 10,218 | 942 | 0.15% | 0.1% | 297 | +2,813 | 37.99% | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 10,206 | 941 | 0.01% | 0.0% | 298 | +8,065 | 376.69% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 10,190 | 940 | 0.04% | 0.03% | 299 | +2,421 | 31.16% | Q1 2026 | Apr 27, 2026 |
| CFO4Life Group, LLC | History | Reduced | 9,999 | 922 | 0.14% | 0.13% | 300 | -9 | -0.09% | Q1 2026 | May 11, 2026 |