iSHARES TRUST - IAGG
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 | 26,435,427 | 1,322,828 | 0.35% | 0.33% | 1 | +4,330,050 | 19.59% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 18,501,989 | 925,839 | 0.02% | 0.01% | 2 | +779,067 | 4.4% | Q1 2026 | May 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 16,419,088 | 821,611 | 1.67% | 1.52% | 3 | +332,987 | 2.07% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 12,025,033 | 598,967 | 0.04% | 0.03% | 4 | +1,876,545 | 18.49% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 11,025,231 | 551,702 | 0.15% | 0.13% | 5 | +1,149,296 | 11.64% | Q1 2026 | May 06, 2026 |
| Matson Money. Inc. | History | Added to | 9,753,565 | 488,068 | 14.97% | 14.75% | 6 | +430,873 | 4.62% | Q1 2026 | Apr 27, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 6,422,057 | 319,882 | 2.44% | — | 7 | +6,422,057 | New | Q1 2026 | May 12, 2026 |
| Nationwide Fund Advisors | History | Reduced | 5,567,707 | 278,608 | 12.19% | 12.58% | 8 | -305,411 | -5.2% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,513,003 | 273,886 | 0.13% | 0.07% | 9 | +3,095,044 | 128.0% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 5,175,776 | 257,805 | 0.3% | 0.29% | 10 | +46,403 | 0.9% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,820,820 | 191,193 | 0.01% | 0.02% | 11 | -359,779 | -8.61% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,679,041 | 184,099 | 0.01% | 0.01% | 12 | +478,434 | 14.95% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 3,157,170 | 157,984 | 0.08% | 0.05% | 13 | +710,944 | 29.06% | Q1 2026 | May 18, 2026 |
| MATHER GROUP, LLC. | History | Added to | 2,613,479 | 130,778 | 1.3% | 1.27% | 14 | +156,351 | 6.36% | Q1 2026 | Apr 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 2,470,476 | 123,622 | 0.68% | 0.41% | 15 | +119,872 | 5.1% | Q1 2026 | Apr 29, 2026 |
| Creative Planning | History | Added to | 2,378,106 | 119,000 | 0.08% | 0.01% | 16 | +2,163,625 | 1008.77% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 2,291,968 | 114,690 | 0.12% | 0.12% | 17 | +98,844 | 4.51% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,274,580 | 113,925 | 0.03% | 0.03% | 18 | -56,944 | -2.44% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 2,255,829 | 112,881 | 0.3% | 0.3% | 19 | +77,818 | 3.57% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Added to | 2,223,553 | 111,267 | 0.21% | 0.17% | 20 | +404,608 | 22.24% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,170,574 | 108,550 | 3.67% | 3.67% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,130,476 | 106,609 | 0.15% | 0.13% | 22 | +186,058 | 9.57% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,991,200 | 99,640 | 0.78% | 0.77% | 23 | +183,012 | 10.12% | Q1 2026 | Apr 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,588,557 | 79,491 | 0.01% | 0.01% | 24 | +236,782 | 17.52% | Q1 2026 | May 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,575,944 | 78,812 | 0.03% | 0.03% | 25 | -9,314 | -0.59% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,484,389 | 74,278 | 0.21% | 0.18% | 26 | +4,584 | 0.31% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,455,696 | 72,843 | 0.18% | 0.15% | 27 | +158,360 | 12.21% | Q1 2026 | Apr 22, 2026 |
| Annex Advisory Services, LLC | History | New | 1,346,915 | 67,399 | 1.26% | — | 28 | +1,346,915 | New | Q1 2026 | Apr 16, 2026 |
| ASSETMARK, INC | History | Added to | 1,303,387 | 65,221 | 0.13% | 0.06% | 29 | +718,504 | 122.85% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,258,169 | 62,960 | 0.01% | 0.01% | 30 | +196,229 | 18.48% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,210,409 | 60,568 | 4.53% | 4.47% | 31 | +1,574 | 0.13% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,128,239 | 56,457 | 0.08% | 0.03% | 32 | +744,780 | 194.23% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,062,201 | 53,152 | 0.01% | 0.01% | 33 | +55,837 | 5.55% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 1,041,449 | 52,114 | 1.88% | 1.86% | 34 | +30,718 | 3.04% | Q1 2026 | May 13, 2026 |
| Stratos Investment Management, LLC | History | Added to | 993,350 | 49,707 | 1.99% | 1.9% | 35 | +47,399 | 5.01% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 938,550 | 46,965 | 0.07% | 0.04% | 36 | +378,218 | 67.5% | Q1 2026 | May 15, 2026 |
| GDS Wealth Management | History | Added to | 928,734 | 46,473 | 2.79% | 2.64% | 37 | +83,190 | 9.84% | Q1 2026 | Apr 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 919,620 | 46,017 | 0.02% | 0.13% | 38 | -26,786 | -2.83% | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 922,432 | 45,986 | 0.28% | 0.26% | 39 | +57,107 | 6.6% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 905,012 | 45,286 | 0.34% | 0.31% | 40 | +124,504 | 15.95% | Q1 2026 | Apr 15, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 897,660 | 44,918 | 2.77% | 2.01% | 41 | +237,604 | 36.0% | Q1 2026 | Apr 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 896,069 | 44,839 | 0.52% | 0.33% | 42 | +360,471 | 67.3% | Q1 2026 | May 08, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 867,905 | 43,429 | 9.46% | 9.11% | 43 | +74,421 | 9.38% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Added to | 830,312 | 41,548 | 0.2% | 0.22% | 44 | +62,835 | 8.19% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 810,366 | 40,577 | 0.06% | 0.06% | 45 | +56,359 | 7.47% | Q1 2026 | May 15, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 813,058 | 40,538 | 6.64% | 6.5% | 46 | +25,896 | 3.29% | Q1 2026 | Apr 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 737,294 | 36,894 | 0.46% | 0.42% | 47 | +90,424 | 13.98% | Q1 2026 | May 11, 2026 |
| Kestra Investment Management, LLC | History | New | 736,346 | 36,846 | 0.64% | — | 48 | +736,346 | New | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | Added to | 717,308 | 36,016 | 0.53% | 0.51% | 49 | +196,879 | 37.83% | Q1 2026 | Apr 20, 2026 |
| Capital Analysts, LLC | History | Added to | 682,304 | 34,142 | 0.9% | 0.89% | 50 | +56,131 | 8.96% | Q1 2026 | May 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 629,064 | 31,478 | 5.6% | 5.9% | 51 | +16,398 | 2.68% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 606,628 | 30,355 | 0.0% | 0.01% | 52 | -32,190 | -5.04% | Q1 2026 | May 05, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 597,871 | 29,917 | 2.03% | 2.01% | 53 | +21,417 | 3.72% | Q1 2026 | Apr 29, 2026 |
| JB Capital LLC | History | Added to | 597,376 | 29,892 | 1.21% | 1.14% | 54 | +36,807 | 6.57% | Q1 2026 | Apr 27, 2026 |
| AMARILLO NATIONAL BANK | History | Added to | 596,651 | 29,856 | 5.27% | 5.04% | 55 | +22,904 | 3.99% | Q1 2026 | Apr 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 578,297 | 28,937 | 0.03% | 0.02% | 56 | +60,331 | 11.65% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 555,703 | 27,807 | 0.15% | 0.14% | 57 | +59,679 | 12.03% | Q1 2026 | May 05, 2026 |
| Savvy Advisors, Inc. | History | Added to | 545,755 | 27,309 | 0.73% | 0.48% | 58 | +247,843 | 83.19% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 507,173 | 25,378 | 0.3% | 0.3% | 59 | -2,902 | -0.57% | Q1 2026 | May 06, 2026 |
| SYON CAPITAL LLC | History | Reduced | 490,138 | 24,526 | 1.23% | 1.27% | 60 | -17,638 | -3.47% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 477,394 | 23,889 | 0.06% | 0.05% | 61 | +116,248 | 32.19% | Q1 2026 | Apr 30, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 446,943 | 22,365 | 0.09% | — | 62 | +446,943 | New | Q1 2026 | May 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 440,997 | 21,988 | 0.38% | 0.37% | 63 | +31,382 | 7.66% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 404,082 | 20,220 | 0.33% | 0.35% | 64 | -3,953 | -0.97% | Q1 2026 | Apr 22, 2026 |
| DORVAL Corp | History | Added to | 378,343 | 18,932 | 5.87% | 5.5% | 65 | +33,628 | 9.76% | Q1 2026 | Apr 22, 2026 |
| Mason & Associates, LLC | History | Added to | 366,684 | 18,348 | 4.2% | 3.99% | 66 | +15,878 | 4.53% | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 363,745 | 18,201 | 0.02% | 0.02% | 67 | +31,021 | 9.32% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 362,467 | 18,137 | 0.01% | 0.0% | 68 | +77,841 | 27.35% | Q1 2026 | May 14, 2026 |
| NYL Investors LLC | History | Added to | 352,312 | 17,629 | 6.66% | 5.8% | 69 | +10,970 | 3.21% | Q1 2026 | May 07, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 351,148 | 17,571 | 6.63% | 6.67% | 70 | -2,098 | -0.59% | Q1 2026 | Apr 22, 2026 |
| Brio Consultants, LLC | History | Added to | 350,895 | 17,499 | 2.14% | 2.19% | 71 | +14,120 | 4.19% | Q1 2026 | May 06, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 339,308 | 16,978 | 0.9% | 0.71% | 72 | +70,000 | 25.99% | Q1 2026 | Apr 17, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 337,696 | 16,898 | 6.2% | 5.88% | 73 | +18,360 | 5.75% | Q1 2026 | Apr 17, 2026 |
| Values Added Financial LLC | History | Added to | 330,887 | 16,557 | 6.97% | 4.17% | 74 | +133,231 | 67.41% | Q1 2026 | Apr 20, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 305,735 | 15,298 | 4.52% | 4.49% | 75 | +15,474 | 5.33% | Q1 2026 | Apr 20, 2026 |
| Stadion Money Management, LLC | History | Added to | 304,802 | 15,252 | 1.53% | 1.23% | 76 | +818 | 0.27% | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | Added to | 291,951 | 14,609 | 1.97% | 1.39% | 77 | +72,929 | 33.3% | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Added to | 290,301 | 14,526 | 0.08% | 0.07% | 78 | +39,754 | 15.87% | Q1 2026 | May 13, 2026 |
| Granite Bay Wealth Management, LLC | History | New | 275,375 | 13,748 | 2.93% | — | 79 | +275,375 | New | Q1 2026 | May 01, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 271,521 | 13,578 | 1.02% | 1.02% | 80 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Occidental Asset Management, LLC | History | Added to | 268,046 | 13,413 | 1.59% | 1.36% | 81 | +42,427 | 18.8% | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 257,623 | 12,870 | 0.02% | 0.02% | 82 | +8,040 | 3.22% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 250,189 | 12,474 | 0.12% | 0.12% | 83 | +17,510 | 7.53% | Q1 2026 | Apr 07, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 241,993 | 12,068 | 6.63% | 6.58% | 84 | +15,479 | 6.83% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 240,697 | 12,037 | 0.08% | 0.08% | 85 | +6,134 | 2.62% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 238,543 | 11,936 | 0.1% | 0.12% | 86 | +34,519 | 16.92% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 236,690 | 11,843 | 0.25% | 0.22% | 87 | +37,918 | 19.08% | Q1 2026 | Apr 13, 2026 |
| PDS Planning, Inc | History | Added to | 232,948 | 11,656 | 0.77% | 0.76% | 88 | +4,795 | 2.1% | Q1 2026 | Apr 21, 2026 |
| Kelly Financial Services LLC | History | Added to | 232,388 | 11,601 | 2.8% | 2.65% | 89 | +21,323 | 10.1% | Q1 2026 | Apr 13, 2026 |
| Austin Private Wealth, LLC | History | No change | 226,200 | 11,312 | 0.84% | 0.84% | 90 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 225,372 | 11,221 | 0.73% | 0.65% | 91 | +31,731 | 16.39% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Added to | 220,342 | 11,025 | 0.12% | 0.11% | 92 | +28,231 | 14.7% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 220,898 | 10,949 | 0.02% | 0.01% | 93 | +23,760 | 12.05% | Q1 2026 | May 15, 2026 |
| BIP Wealth, LLC | History | Added to | 211,618 | 10,589 | 0.43% | 0.37% | 94 | +2,648 | 1.27% | Q1 2026 | Apr 27, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 211,579 | 10,587 | 0.32% | 0.31% | 95 | +18,368 | 9.51% | Q1 2026 | May 05, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 206,345 | 10,302 | 1.41% | 1.4% | 96 | +20,984 | 11.32% | Q1 2026 | Apr 28, 2026 |
| Stone House Investment Management, LLC | History | Added to | 204,757 | 10,246 | 1.84% | 1.49% | 97 | +12,694 | 6.61% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Added to | 195,228 | 9,767 | 0.01% | 0.01% | 98 | +13,085 | 7.18% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 192,826 | 9,649 | 0.01% | 0.01% | 99 | -141,880 | -42.39% | Q1 2026 | May 07, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 191,342 | 9,574 | 0.92% | 1.07% | 100 | -32,122 | -14.37% | Q1 2026 | Apr 10, 2026 |
| High Falls Advisors, Inc | History | No change | 188,334 | 9,418 | 1.91% | 1.91% | 101 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Private Advisor Group, LLC | History | Added to | 187,217 | 9,368 | 0.04% | 0.03% | 102 | +62,042 | 49.56% | Q1 2026 | Apr 24, 2026 |
| Vestwell Advisors, LLC | History | Added to | 185,085 | 9,261 | 2.54% | 1.17% | 103 | +26,526 | 16.73% | Q1 2026 | May 18, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 184,882 | 9,251 | 0.35% | 0.3% | 104 | +19,031 | 11.47% | Q1 2026 | May 11, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 174,026 | 8,708 | 0.34% | 0.32% | 105 | +7,400 | 4.44% | Q1 2026 | May 01, 2026 |
| Forum Private Client Group LLC | History | Added to | 173,711 | 8,695 | 2.9% | 2.82% | 106 | +8,192 | 4.95% | Q1 2026 | May 13, 2026 |
| TSFG, LLC | History | Added to | 173,048 | 8,659 | 1.31% | 1.24% | 107 | +7,128 | 4.3% | Q1 2026 | Apr 27, 2026 |
| KWB Wealth | History | Reduced | 173,013 | 8,652 | 0.86% | 0.84% | 108 | -3,531 | -2.0% | Q1 2026 | Apr 08, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 165,810 | 8,297 | 3.51% | 3.2% | 110 | +15,090 | 10.01% | Q1 2026 | Apr 20, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 165,811 | 8,297 | 0.0% | 0.0% | 109 | +1,086 | 0.66% | Q1 2026 | Apr 30, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 162,062 | 8,109 | 0.59% | 0.72% | 111 | -60,030 | -27.03% | Q1 2026 | Apr 16, 2026 |
| One Wealth Advisors, LLC | History | Added to | 157,788 | 7,895 | 0.98% | 0.88% | 112 | +14,062 | 9.78% | Q1 2026 | Apr 21, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 153,503 | 7,681 | 0.81% | 1.2% | 113 | +23,526 | 18.1% | Q1 2026 | Apr 17, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 153,494 | 7,676 | 7.38% | 7.38% | 114 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Brooklyn FI, LLC | History | Added to | 152,725 | 7,642 | 1.61% | 1.11% | 115 | +48,681 | 46.79% | Q1 2026 | May 11, 2026 |
| New Capital Management LP | History | Added to | 152,395 | 7,625 | 1.88% | 1.22% | 116 | +55,604 | 57.45% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Added to | 145,180 | 7,263 | 0.04% | 0.03% | 117 | +29,376 | 25.37% | Q1 2026 | May 15, 2026 |
| PAX Financial Group, LLC | History | Added to | 144,391 | 7,225 | 1.23% | 1.17% | 118 | +8,462 | 6.23% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 144,375 | 7,224 | 0.0% | 0.0% | 119 | +32,768 | 29.36% | Q1 2026 | May 11, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 143,849 | 7,198 | 0.5% | 0.45% | 120 | +8,126 | 5.99% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 140,031 | 7,007 | 0.06% | 0.08% | 121 | -87,010 | -38.32% | Q1 2026 | May 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 136,284 | 6,819 | 0.67% | 0.67% | 122 | +3,605 | 2.72% | Q1 2026 | Apr 27, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 135,167 | 6,763 | 2.66% | 2.56% | 123 | +9,611 | 7.65% | Q1 2026 | May 14, 2026 |
| Trek Financial, LLC | History | Added to | 133,372 | 6,673 | 0.35% | 0.35% | 124 | +12,481 | 10.32% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 127,038 | 6,330 | 0.01% | 0.0% | 125 | +99,696 | 364.63% | Q1 2026 | Apr 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 125,985 | 6,304 | 0.08% | 0.08% | 126 | +13,830 | 12.33% | Q1 2026 | May 15, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 125,443 | 6,277 | 0.6% | 0.03% | 127 | +118,802 | 1788.92% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 125,335 | 6,271 | 0.13% | 0.12% | 128 | +12,150 | 10.73% | Q1 2026 | May 14, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 124,794 | 6,244 | 0.34% | 0.34% | 129 | -1,110 | -0.88% | Q1 2026 | May 15, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 123,590 | 6,184 | 0.46% | 0.03% | 130 | +115,189 | 1371.13% | Q1 2026 | Apr 15, 2026 |
| Kooman & Associates | History | Reduced | 123,404 | 6,175 | 1.84% | 1.84% | 131 | -898 | -0.72% | Q1 2026 | Apr 21, 2026 |
| JT Stratford LLC | History | Added to | 122,897 | 6,149 | 0.78% | 0.72% | 132 | +11,223 | 10.05% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 120,458 | 6,027 | 0.09% | 0.09% | 133 | +14,712 | 13.91% | Q1 2026 | Apr 10, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 118,899 | 5,949 | 1.1% | — | 134 | +118,899 | New | Q1 2026 | Apr 15, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 116,643 | 5,847 | 0.82% | 0.85% | 135 | -1,446 | -1.22% | Q1 2026 | Apr 13, 2026 |
| Vise Technologies, Inc. | History | No change | 113,892 | 5,695 | 0.11% | 0.11% | 136 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Keystone Financial Services | History | Added to | 111,435 | 5,576 | 1.64% | 1.49% | 137 | +12,466 | 12.6% | Q1 2026 | May 06, 2026 |
| Continuum Advisory, LLC | History | Added to | 109,828 | 5,495 | 0.53% | 0.53% | 138 | +4,331 | 4.11% | Q1 2026 | Apr 22, 2026 |
| Breakwater Investment Management | History | Added to | 107,033 | 5,355 | 1.99% | 1.63% | 139 | +16,852 | 18.69% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 106,645 | 5,333 | 0.09% | 0.09% | 140 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 106,124 | 5,310 | 0.42% | 0.28% | 141 | +35,700 | 50.69% | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | Added to | 104,806 | 5,244 | 0.32% | 0.3% | 142 | +6,766 | 6.9% | Q1 2026 | May 04, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 104,499 | 5,229 | 0.2% | 0.16% | 143 | +75,304 | 257.93% | Q1 2026 | May 15, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 104,367 | 5,222 | 1.44% | 0.55% | 144 | +59,865 | 134.52% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Added to | 104,313 | 5,219 | 0.06% | 0.05% | 145 | +9,618 | 10.16% | Q1 2026 | Apr 16, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 103,537 | 5,180 | 0.58% | 1.82% | 146 | -226,002 | -68.58% | Q1 2026 | May 07, 2026 |
| MONEYWISE, INC. | History | Added to | 102,246 | 5,116 | 2.23% | 1.39% | 147 | +35,328 | 52.79% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 102,142 | 5,111 | 0.02% | 0.02% | 148 | +5,742 | 5.96% | Q1 2026 | Apr 30, 2026 |
| Procyon Advisors, LLC | History | Reduced | 101,578 | 5,082 | 0.25% | 0.25% | 149 | -37 | -0.04% | Q1 2026 | May 04, 2026 |
| Xena Financial Planning, LLC | History | Added to | 98,980 | 4,952 | 5.59% | 4.88% | 150 | +15,866 | 19.09% | Q1 2026 | Apr 14, 2026 |
| Regal Investment Advisors LLC | History | Added to | 97,909 | 4,899 | 0.28% | 0.27% | 151 | +9,041 | 10.17% | Q1 2026 | May 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 97,232 | 4,865 | 0.15% | 0.16% | 152 | -7,188 | -6.88% | Q1 2026 | Apr 27, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 95,019 | 4,754 | 1.19% | 0.12% | 153 | +85,959 | 948.77% | Q1 2026 | Apr 17, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 94,866 | 4,747 | 1.02% | 1.02% | 154 | +3,429 | 3.75% | Q1 2026 | Apr 13, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 93,827 | 4,695 | 1.57% | 1.54% | 155 | +1,177 | 1.27% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 93,719 | 4,666 | 0.08% | 0.14% | 157 | +34,929 | 59.41% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | Added to | 93,249 | 4,666 | 0.05% | 0.05% | 156 | +999 | 1.08% | Q1 2026 | Apr 20, 2026 |
| Elevated Financial Group LLC | History | Added to | 92,647 | 4,636 | 1.51% | 1.42% | 158 | +10,837 | 13.25% | Q1 2026 | May 11, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 92,425 | 4,624 | 2.25% | — | 159 | +92,425 | New | Q1 2026 | Apr 09, 2026 |
| Invst, LLC | History | Reduced | 92,114 | 4,609 | 0.52% | 0.5% | 160 | -42 | -0.05% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 91,365 | 4,571 | 0.02% | 0.02% | 161 | +7,416 | 8.83% | Q1 2026 | May 08, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 91,004 | 4,553 | 1.18% | 1.16% | 162 | +2,139 | 2.41% | Q1 2026 | Apr 14, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 90,953 | 4,551 | 2.65% | 2.5% | 163 | +10,338 | 12.82% | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 88,917 | 4,449 | 0.0% | 0.0% | 164 | +8,761 | 10.93% | Q1 2026 | May 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 88,451 | 4,426 | 0.11% | 0.11% | 165 | +7,246 | 8.92% | Q1 2026 | Apr 07, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 88,293 | 4,418 | 0.44% | 0.39% | 166 | +8,225 | 10.27% | Q1 2026 | May 14, 2026 |
| Legacy Financial Group LLC | History | Added to | 88,287 | 4,417 | 0.56% | 0.51% | 167 | +6,133 | 7.47% | Q1 2026 | May 04, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 87,595 | 4,383 | 0.05% | 0.05% | 168 | -295 | -0.34% | Q1 2026 | May 01, 2026 |
| Synergy Investment Management, LLC | History | Added to | 87,313 | 4,369 | 1.43% | 0.2% | 169 | +76,113 | 679.58% | Q1 2026 | May 14, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 87,135 | 4,360 | 1.96% | 1.83% | 170 | +5,688 | 6.98% | Q1 2026 | Apr 28, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 86,088 | 4,307 | 0.33% | 0.34% | 171 | +3,103 | 3.74% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 85,342 | 4,270 | 0.06% | 0.06% | 172 | +13,039 | 18.03% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 85,070 | 4,256 | 0.0% | 0.0% | 173 | +6,148 | 7.79% | Q1 2026 | May 14, 2026 |
| Balance Wealth, LLC | History | Added to | 83,332 | 4,169 | 1.29% | 1.32% | 174 | +949 | 1.15% | Q1 2026 | Apr 20, 2026 |
| Keystone Financial Group | History | Added to | 82,822 | 4,144 | 0.28% | 0.27% | 175 | +8,870 | 11.99% | Q1 2026 | May 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 82,528 | 4,129 | 0.12% | 0.11% | 176 | +5,472 | 7.1% | Q1 2026 | Apr 14, 2026 |
| Evolution Advisers, Inc. | History | Added to | 80,531 | 4,029 | 1.7% | 0.79% | 177 | +44,049 | 120.74% | Q1 2026 | May 01, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 80,484 | 4,027 | 0.01% | 0.01% | 178 | -13,442 | -14.31% | Q1 2026 | May 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 79,770 | 3,991 | 0.04% | 0.03% | 179 | +27,152 | 51.6% | Q1 2026 | Apr 20, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 79,630 | 3,984 | 1.72% | 1.21% | 180 | +23,882 | 42.84% | Q1 2026 | May 01, 2026 |
| JGP Wealth Management, LLC | History | Added to | 79,503 | 3,978 | 0.41% | 0.4% | 181 | +2,583 | 3.36% | Q1 2026 | Apr 08, 2026 |
| Independent Advisor Alliance | History | New | 79,303 | 3,968 | 0.04% | — | 182 | +79,303 | New | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 77,070 | 3,856 | 0.06% | 0.02% | 183 | +58,302 | 310.65% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 77,032 | 3,854 | 0.05% | 0.05% | 184 | +2,553 | 3.43% | Q1 2026 | Apr 20, 2026 |
| Paragon Advisors, LLC | History | Reduced | 76,448 | 3,825 | 1.03% | 1.11% | 185 | -5,050 | -6.2% | Q1 2026 | May 04, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 75,903 | 3,798 | 2.88% | 2.21% | 186 | +22,801 | 42.94% | Q1 2026 | Apr 27, 2026 |
| Sovran Advisors, LLC | History | Added to | 73,863 | 3,686 | 0.29% | 0.3% | 187 | +3,652 | 5.2% | Q1 2026 | May 01, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 72,821 | 3,643 | 1.45% | 1.71% | 188 | -9,881 | -11.95% | Q1 2026 | Apr 21, 2026 |
| Orin Green Financial, LLC | History | Added to | 72,149 | 3,610 | 1.48% | 1.37% | 189 | +3,426 | 4.99% | Q1 2026 | Apr 29, 2026 |
| True Vision MN LLC | History | Added to | 71,738 | 3,589 | 1.85% | 1.51% | 190 | +12,487 | 21.07% | Q1 2026 | Apr 16, 2026 |
| Keel Point, LLC | History | No change | 70,600 | 3,530 | 0.21% | 0.21% | 191 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 69,872 | 3,496 | 2.36% | 2.45% | 192 | +678 | 0.98% | Q1 2026 | Apr 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 69,506 | 3,478 | 0.43% | 0.2% | 193 | +38,665 | 125.37% | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 68,591 | 3,432 | 0.1% | 0.09% | 194 | +3,051 | 4.66% | Q1 2026 | May 12, 2026 |
| Daviman Financial, LLC | History | Added to | 68,567 | 3,431 | 2.03% | 1.9% | 195 | +3,713 | 5.73% | Q1 2026 | Apr 23, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 68,409 | 3,423 | 0.42% | 0.36% | 196 | +9,182 | 15.5% | Q1 2026 | Apr 23, 2026 |
| World Investment Advisors | History | Added to | 67,650 | 3,385 | 0.05% | 0.05% | 197 | +3,112 | 4.82% | Q1 2026 | Apr 27, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 67,511 | 3,378 | 0.78% | 0.79% | 198 | -284 | -0.42% | Q1 2026 | May 04, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 67,494 | 3,377 | 2.45% | 2.12% | 199 | +10,281 | 17.97% | Q1 2026 | Apr 09, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 67,458 | 3,375 | 2.65% | 2.24% | 200 | +13,283 | 24.52% | Q1 2026 | May 05, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 67,040 | 3,354 | 1.19% | 1.05% | 201 | +6,770 | 11.23% | Q1 2026 | May 05, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 66,850 | 3,345 | 3.14% | 1.01% | 202 | +43,783 | 189.81% | Q1 2026 | May 08, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 66,483 | 3,326 | 1.36% | 1.11% | 203 | +11,671 | 21.29% | Q1 2026 | May 06, 2026 |
| Allegheny Financial Group | History | Added to | 65,227 | 3,263 | 0.44% | 0.48% | 204 | +1,016 | 1.58% | Q1 2026 | Apr 16, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 64,743 | 3,239 | 0.08% | 0.4% | 205 | -262,710 | -80.23% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 64,451 | 3,225 | 0.1% | 0.1% | 206 | +4,912 | 8.25% | Q1 2026 | Apr 08, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 64,299 | 3,217 | 2.47% | 2.39% | 207 | +3,626 | 5.98% | Q1 2026 | Apr 28, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 63,523 | 3,178 | 1.4% | 1.33% | 208 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hardy Reed LLC | History | Reduced | 62,639 | 3,134 | 0.23% | 0.23% | 209 | -1,229 | -1.92% | Q1 2026 | Apr 28, 2026 |
| HighPoint Advisor Group LLC | History | New | 62,468 | 3,125 | 0.13% | — | 210 | +62,468 | New | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | Added to | 62,231 | 3,114 | 0.7% | 0.61% | 211 | +6,360 | 11.38% | Q1 2026 | Apr 10, 2026 |
| Partners in Financial Planning | History | Added to | 62,001 | 3,102 | 0.51% | 0.5% | 212 | +2,562 | 4.31% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 60,766 | 3,040 | 0.07% | 0.06% | 213 | +9,111 | 17.64% | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | Added to | 58,904 | 2,947 | 0.22% | 0.25% | 214 | +6,081 | 11.51% | Q1 2026 | May 19, 2026 |
| Baird Financial Group, Inc. | History | Added to | 58,826 | 2,943 | 0.0% | 0.0% | 215 | +2,795 | 4.99% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 58,700 | 2,937 | 0.0% | — | 216 | +58,700 | New | Q1 2026 | May 14, 2026 |
| Peak Wealth Management LLC | History | Added to | 58,345 | 2,919 | 2.4% | 2.26% | 217 | +4,223 | 7.8% | Q1 2026 | Apr 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 57,530 | 2,878 | 0.83% | 0.73% | 218 | +6,825 | 13.46% | Q1 2026 | May 14, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 57,438 | 2,874 | 0.31% | 0.56% | 219 | -9,433 | -14.11% | Q1 2026 | May 07, 2026 |
| Detalus Advisors, LLC | History | Added to | 57,021 | 2,853 | 0.65% | 0.65% | 220 | +3,390 | 6.32% | Q1 2026 | Apr 22, 2026 |
| PFG Advisors | History | Reduced | 56,817 | 2,843 | 0.14% | 0.16% | 221 | -10,819 | -16.0% | Q1 2026 | May 05, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 56,468 | 2,825 | 0.16% | 0.87% | 222 | -253,842 | -81.8% | Q1 2026 | Apr 20, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 56,071 | 2,810 | 0.37% | 0.29% | 223 | +13,525 | 31.79% | Q1 2026 | Apr 27, 2026 |
| WealthShield Partners, LLC | History | Added to | 55,474 | 2,775 | 0.31% | 0.29% | 224 | +2,731 | 5.18% | Q1 2026 | May 01, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 54,935 | 2,748 | 0.53% | 0.55% | 225 | +7,172 | 15.02% | Q1 2026 | May 15, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 54,823 | 2,743 | 0.92% | 0.79% | 226 | +7,084 | 14.84% | Q1 2026 | May 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 54,418 | 2,723 | 0.15% | 0.15% | 227 | +4,846 | 9.78% | Q1 2026 | Apr 30, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 53,517 | 2,677 | 0.74% | 0.72% | 228 | -239 | -0.44% | Q1 2026 | Apr 27, 2026 |
| VestGen Advisors, LLC | History | Added to | 53,229 | 2,655 | 0.07% | 0.02% | 229 | +44,428 | 504.81% | Q1 2026 | May 14, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 52,631 | 2,633 | 0.59% | 0.57% | 230 | +3,854 | 7.9% | Q1 2026 | Apr 22, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 52,330 | 2,618 | 0.49% | 0.43% | 231 | +6,848 | 15.06% | Q1 2026 | Apr 28, 2026 |
| Kilter Group LLC | History | Reduced | 51,592 | 2,581 | 1.11% | 1.18% | 232 | -1,757 | -3.29% | Q1 2026 | May 14, 2026 |
| FC Advisory LLC | History | Added to | 50,996 | 2,551 | 0.74% | 0.72% | 233 | +800 | 1.59% | Q1 2026 | Apr 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 50,046 | 2,504 | 0.04% | 0.01% | 234 | +43,760 | 696.15% | Q1 2026 | May 07, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 49,207 | 2,462 | 0.07% | 0.05% | 235 | +7,008 | 16.61% | Q1 2026 | May 14, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 49,046 | 2,454 | 1.22% | 1.18% | 236 | +2,064 | 4.39% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 48,742 | 2,439 | 0.14% | 0.14% | 237 | +26,031 | 114.62% | Q1 2026 | Apr 22, 2026 |
| Addison Advisors LLC | History | Added to | 48,095 | 2,406 | 0.53% | 0.5% | 238 | +3,482 | 7.8% | Q1 2026 | May 08, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 47,973 | 2,400 | 1.37% | — | 239 | +47,973 | New | Q1 2026 | May 11, 2026 |
| Stonekeep Investments, LLC | History | Added to | 47,790 | 2,391 | 1.55% | 1.48% | 240 | +1,599 | 3.46% | Q1 2026 | Apr 07, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 47,355 | 2,369 | 1.07% | 1.05% | 241 | -186 | -0.39% | Q1 2026 | May 05, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 47,008 | 2,344 | 0.31% | 0.27% | 242 | +12,582 | 36.55% | Q1 2026 | May 06, 2026 |
| SEEDS INVESTOR LLC | History | New | 46,714 | 2,338 | 0.32% | — | 243 | +46,714 | New | Q1 2026 | May 11, 2026 |
| Columbus Macro, LLC | History | Reduced | 46,715 | 2,337 | 0.25% | 0.43% | 244 | -31,377 | -40.18% | Q1 2026 | Apr 21, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 46,622 | 2,331 | 0.29% | — | 245 | +46,622 | New | Q1 2026 | May 18, 2026 |
| Synergy Asset Management, LLC | History | Added to | 46,473 | 2,325 | 0.25% | 0.21% | 246 | +6,188 | 15.36% | Q1 2026 | May 13, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 46,376 | 2,324 | 1.57% | 1.47% | 247 | +2,675 | 6.12% | Q1 2026 | Apr 10, 2026 |
| NBT BANK N A /NY | History | Added to | 46,272 | 2,315 | 0.15% | 0.14% | 248 | +3,242 | 7.53% | Q1 2026 | Apr 28, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 46,089 | 2,306 | 0.83% | 0.14% | 249 | +38,554 | 511.67% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 45,838 | 2,293 | 0.58% | 0.54% | 250 | +8,615 | 23.14% | Q1 2026 | May 08, 2026 |
| Atlatl Advisers LLC | History | Added to | 45,613 | 2,282 | 1.69% | 0.69% | 251 | +9,650 | 26.83% | Q1 2026 | May 07, 2026 |
| Prosperity Planning, Inc. | History | Added to | 44,864 | 2,244 | 0.57% | 0.58% | 252 | +339 | 0.76% | Q1 2026 | Apr 10, 2026 |
| Chatterton & Associates Inc. | History | Added to | 44,589 | 2,230 | 1.56% | 1.33% | 253 | +13,562 | 43.71% | Q1 2026 | Apr 20, 2026 |
| Livet Wealth, LLC | History | Added to | 44,115 | 2,207 | 1.4% | 1.33% | 254 | +792 | 1.83% | Q1 2026 | Apr 24, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 44,054 | 2,204 | 0.66% | 0.55% | 255 | +6,981 | 18.83% | Q1 2026 | Apr 20, 2026 |
| Vawter Financial, Ltd. | History | Added to | 43,287 | 2,166 | 0.91% | 0.83% | 256 | +3,987 | 10.15% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 42,930 | 2,148 | 0.08% | 0.01% | 257 | +37,762 | 730.69% | Q1 2026 | May 19, 2026 |
| Center For Asset Management LLC | History | Added to | 42,141 | 2,108 | 1.05% | 0.55% | 258 | +21,191 | 101.15% | Q1 2026 | Apr 16, 2026 |
| City State Bank | History | Added to | 42,040 | 2,103 | 0.55% | 0.57% | 259 | +285 | 0.68% | Q1 2026 | Apr 20, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 41,683 | 2,085 | 0.13% | 0.13% | 260 | -467 | -1.11% | Q1 2026 | Apr 14, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 41,440 | 2,073 | 0.73% | 0.65% | 261 | +2,783 | 7.2% | Q1 2026 | May 05, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Reduced | 40,704 | 2,036 | 1.19% | 1.74% | 262 | -10,759 | -20.91% | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 40,529 | 2,028 | 0.05% | 0.04% | 263 | +24,209 | 148.34% | Q1 2026 | Apr 27, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 39,933 | 1,998 | 1.32% | 1.37% | 264 | -349 | -0.87% | Q1 2026 | Apr 21, 2026 |
| May Hill Capital, LLC | History | Added to | 39,638 | 1,983 | 0.5% | 0.44% | 266 | +7,093 | 21.79% | Q1 2026 | May 06, 2026 |
| Factor Wealth Management LTD | History | Added to | 39,644 | 1,983 | 0.37% | 0.41% | 265 | +1,818 | 4.81% | Q1 2026 | Apr 20, 2026 |
| Csenge Advisory Group | History | Added to | 39,220 | 1,962 | 0.09% | 0.08% | 267 | +3,311 | 9.22% | Q1 2026 | Apr 30, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 38,491 | 1,926 | 1.4% | 1.3% | 268 | +2,637 | 7.35% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 38,480 | 1,925 | 0.02% | 0.02% | 269 | +5,717 | 17.45% | Q1 2026 | Apr 28, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 38,069 | 1,904 | 0.03% | 0.01% | 270 | +19,770 | 108.04% | Q1 2026 | May 12, 2026 |
| Richmond Investment Services, LLC | History | Added to | 37,943 | 1,898 | 0.31% | 0.07% | 271 | +29,803 | 366.13% | Q1 2026 | Apr 29, 2026 |
| BFSG, LLC | History | Added to | 37,835 | 1,893 | 0.18% | 0.16% | 272 | +5,118 | 15.64% | Q1 2026 | Apr 28, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 37,549 | 1,878 | 0.08% | 0.06% | 273 | +9,055 | 31.78% | Q1 2026 | May 12, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 37,183 | 1,860 | 0.13% | 0.13% | 274 | +1,544 | 4.33% | Q1 2026 | May 15, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 37,168 | 1,859 | 0.94% | 0.98% | 275 | +4,097 | 12.39% | Q1 2026 | May 14, 2026 |
| Northern Lights Advisors, Inc. | History | Added to | 36,410 | 1,821 | 1.23% | 1.2% | 276 | +1,426 | 4.08% | Q1 2026 | Apr 21, 2026 |
| Wedmont Private Capital | History | Added to | 36,165 | 1,812 | 0.06% | 0.06% | 277 | +174 | 0.48% | Q1 2026 | Apr 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 36,045 | 1,803 | 0.08% | 0.06% | 278 | +8,920 | 32.88% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 35,759 | 1,789 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 34,856 | 1,744 | 0.25% | 0.21% | 280 | +4,914 | 16.41% | Q1 2026 | Apr 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 34,839 | 1,743 | 0.49% | 0.43% | 281 | +2,597 | 8.05% | Q1 2026 | Apr 16, 2026 |
| Blossom Wealth Management | History | Added to | 34,773 | 1,740 | 2.58% | 2.75% | 282 | +1,455 | 4.37% | Q1 2026 | Apr 28, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 34,595 | 1,725 | 0.75% | 0.73% | 283 | +226 | 0.66% | Q1 2026 | May 04, 2026 |
| Financial Architects, LLC | History | Added to | 34,210 | 1,711 | 0.9% | 0.16% | 284 | +28,205 | 469.69% | Q1 2026 | Apr 21, 2026 |
| Cassilly Financial Group LLC | History | Added to | 33,925 | 1,697 | 1.47% | 1.4% | 285 | +2,144 | 6.75% | Q1 2026 | Apr 10, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 33,902 | 1,696 | 0.45% | 0.41% | 286 | +2,755 | 8.85% | Q1 2026 | Apr 16, 2026 |
| Range Financial Group LLC | History | Added to | 33,754 | 1,689 | 0.57% | 0.52% | 287 | +3,502 | 11.58% | Q1 2026 | Apr 30, 2026 |
| Horizons Wealth Management | History | Added to | 33,650 | 1,683 | 1.1% | 1.0% | 288 | +3,231 | 10.62% | Q1 2026 | Apr 02, 2026 |
| Veratis Advisors, Inc. | History | No change | 32,657 | 1,651 | 1.31% | 1.31% | 289 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 32,558 | 1,629 | 0.04% | 0.03% | 290 | +8,434 | 34.96% | Q1 2026 | May 15, 2026 |
| Keebeck Wealth Management | History | Added to | 31,989 | 1,600 | 0.18% | 0.05% | 291 | +23,065 | 258.46% | Q1 2026 | May 14, 2026 |
| Redwood Investment Management, LLC | History | Added to | 31,920 | 1,597 | 0.2% | 0.16% | 292 | +3,546 | 12.5% | Q1 2026 | May 14, 2026 |
| Napier Financial, LLC | History | Reduced | 31,726 | 1,587 | 0.36% | 0.41% | 293 | -1,060 | -3.23% | Q1 2026 | May 05, 2026 |
| Friedenthal Financial | History | Added to | 31,683 | 1,585 | 0.79% | 0.8% | 294 | +660 | 2.13% | Q1 2026 | Apr 20, 2026 |
| HEADINVEST, LLC | History | New | 31,533 | 1,577 | 0.32% | — | 295 | +31,533 | New | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 31,468 | 1,567 | 0.06% | 0.05% | 296 | +4,041 | 14.73% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 31,200 | 1,566 | 0.11% | 0.13% | 297 | -4,381 | -12.31% | Q1 2026 | Apr 29, 2026 |
| Advisory Alpha, LLC | History | Added to | 30,551 | 1,528 | 0.04% | 0.04% | 298 | +2,671 | 9.58% | Q1 2026 | May 14, 2026 |
| Rothschild Wealth LLC | History | Added to | 30,496 | 1,526 | 0.14% | 0.13% | 299 | +3,063 | 11.17% | Q1 2026 | May 06, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 29,876 | 1,494 | 0.01% | 0.01% | 300 | +1,006 | 3.48% | Q1 2026 | May 08, 2026 |