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 |
| NewEdge Advisors, LLC | History | Added to | 1,021,525 | 51,117 | 0.18% | 0.17% | 35 | +88,261 | 9.46% | Q1 2026 | Jun 02, 2026 |
| Stratos Investment Management, LLC | History | Added to | 993,350 | 49,707 | 1.99% | 1.9% | 36 | +47,399 | 5.01% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 938,550 | 46,965 | 0.07% | 0.04% | 37 | +378,218 | 67.5% | Q1 2026 | May 15, 2026 |
| GDS Wealth Management | History | Added to | 928,734 | 46,473 | 2.79% | 2.64% | 38 | +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% | 39 | -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% | 40 | +57,107 | 6.6% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 905,012 | 45,286 | 0.34% | 0.31% | 41 | +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% | 42 | +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% | 43 | +360,471 | 67.3% | Q1 2026 | May 08, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 867,905 | 43,429 | 9.46% | 9.11% | 44 | +74,421 | 9.38% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Added to | 830,312 | 41,548 | 0.2% | 0.22% | 45 | +62,835 | 8.19% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 810,366 | 40,577 | 0.06% | 0.06% | 46 | +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% | 47 | +25,896 | 3.29% | Q1 2026 | Apr 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 737,294 | 36,894 | 0.46% | 0.42% | 48 | +90,424 | 13.98% | Q1 2026 | May 11, 2026 |
| Kestra Investment Management, LLC | History | New | 736,346 | 36,846 | 0.64% | — | 49 | +736,346 | New | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | Added to | 717,308 | 36,016 | 0.53% | 0.51% | 50 | +196,879 | 37.83% | Q1 2026 | Apr 20, 2026 |
| Capital Analysts, LLC | History | Added to | 682,304 | 34,142 | 0.9% | 0.89% | 51 | +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% | 52 | +16,398 | 2.68% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 606,628 | 30,355 | 0.0% | 0.01% | 53 | -32,190 | -5.04% | Q1 2026 | May 05, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 597,871 | 29,917 | 2.03% | 2.01% | 54 | +21,417 | 3.72% | Q1 2026 | Apr 29, 2026 |
| JB Capital LLC | History | Added to | 597,376 | 29,892 | 1.21% | 1.14% | 55 | +36,807 | 6.57% | Q1 2026 | Apr 27, 2026 |
| AMARILLO NATIONAL BANK | History | Added to | 596,651 | 29,856 | 5.27% | 5.04% | 56 | +22,904 | 3.99% | Q1 2026 | Apr 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 578,297 | 28,937 | 0.03% | 0.02% | 57 | +60,331 | 11.65% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 555,703 | 27,807 | 0.15% | 0.14% | 58 | +59,679 | 12.03% | Q1 2026 | May 05, 2026 |
| Savvy Advisors, Inc. | History | Added to | 545,755 | 27,309 | 0.73% | 0.48% | 59 | +247,843 | 83.19% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 507,173 | 25,378 | 0.3% | 0.3% | 60 | -2,902 | -0.57% | Q1 2026 | May 06, 2026 |
| SYON CAPITAL LLC | History | Reduced | 490,138 | 24,526 | 1.23% | 1.27% | 61 | -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% | 62 | +116,248 | 32.19% | Q1 2026 | Apr 30, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 446,943 | 22,365 | 0.09% | — | 63 | +446,943 | New | Q1 2026 | May 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 440,997 | 21,988 | 0.38% | 0.37% | 64 | +31,382 | 7.66% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 404,082 | 20,220 | 0.33% | 0.35% | 65 | -3,953 | -0.97% | Q1 2026 | Apr 22, 2026 |
| DORVAL Corp | History | Added to | 378,343 | 18,932 | 5.87% | 5.5% | 66 | +33,628 | 9.76% | Q1 2026 | Apr 22, 2026 |
| Mason & Associates, LLC | History | Added to | 366,684 | 18,348 | 4.2% | 3.99% | 67 | +15,878 | 4.53% | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 363,745 | 18,201 | 0.02% | 0.02% | 68 | +31,021 | 9.32% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 362,467 | 18,137 | 0.01% | 0.0% | 69 | +77,841 | 27.35% | Q1 2026 | May 14, 2026 |
| NYL Investors LLC | History | Added to | 352,312 | 17,629 | 6.66% | 5.8% | 70 | +10,970 | 3.21% | Q1 2026 | May 07, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 351,148 | 17,571 | 6.63% | 6.67% | 71 | -2,098 | -0.59% | Q1 2026 | Apr 22, 2026 |
| Brio Consultants, LLC | History | Added to | 350,895 | 17,499 | 2.14% | 2.19% | 72 | +14,120 | 4.19% | Q1 2026 | May 06, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 339,308 | 16,978 | 0.9% | 0.71% | 73 | +70,000 | 25.99% | Q1 2026 | Apr 17, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 337,696 | 16,898 | 6.2% | 5.88% | 74 | +18,360 | 5.75% | Q1 2026 | Apr 17, 2026 |
| Values Added Financial LLC | History | Added to | 330,887 | 16,557 | 6.97% | 4.17% | 75 | +133,231 | 67.41% | Q1 2026 | Apr 20, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 305,735 | 15,298 | 4.52% | 4.49% | 76 | +15,474 | 5.33% | Q1 2026 | Apr 20, 2026 |
| Stadion Money Management, LLC | History | Added to | 304,802 | 15,252 | 1.53% | 1.23% | 77 | +818 | 0.27% | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | Added to | 291,951 | 14,609 | 1.97% | 1.39% | 78 | +72,929 | 33.3% | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Added to | 290,301 | 14,526 | 0.08% | 0.07% | 79 | +39,754 | 15.87% | Q1 2026 | May 13, 2026 |
| Granite Bay Wealth Management, LLC | History | New | 275,375 | 13,748 | 2.93% | — | 80 | +275,375 | New | Q1 2026 | May 01, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 271,521 | 13,578 | 1.02% | 1.02% | 81 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Occidental Asset Management, LLC | History | Added to | 268,046 | 13,413 | 1.59% | 1.36% | 82 | +42,427 | 18.8% | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 257,623 | 12,870 | 0.02% | 0.02% | 83 | +8,040 | 3.22% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 250,189 | 12,474 | 0.12% | 0.12% | 84 | +17,510 | 7.53% | Q1 2026 | Apr 07, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 241,993 | 12,068 | 6.63% | 6.58% | 85 | +15,479 | 6.83% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 240,697 | 12,037 | 0.08% | 0.08% | 86 | +6,134 | 2.62% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 238,543 | 11,936 | 0.1% | 0.12% | 87 | +34,519 | 16.92% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 236,690 | 11,843 | 0.25% | 0.22% | 88 | +37,918 | 19.08% | Q1 2026 | Apr 13, 2026 |
| PDS Planning, Inc | History | Added to | 232,948 | 11,656 | 0.77% | 0.76% | 89 | +4,795 | 2.1% | Q1 2026 | Apr 21, 2026 |
| Kelly Financial Services LLC | History | Added to | 232,388 | 11,601 | 2.8% | 2.65% | 90 | +21,323 | 10.1% | Q1 2026 | Apr 13, 2026 |
| Austin Private Wealth, LLC | History | No change | 226,200 | 11,312 | 0.84% | 0.84% | 91 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 225,372 | 11,221 | 0.73% | 0.65% | 92 | +31,731 | 16.39% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Added to | 220,342 | 11,025 | 0.12% | 0.11% | 93 | +28,231 | 14.7% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 220,898 | 10,949 | 0.02% | 0.01% | 94 | +23,760 | 12.05% | Q1 2026 | May 15, 2026 |
| BIP Wealth, LLC | History | Added to | 211,618 | 10,589 | 0.43% | 0.37% | 95 | +2,648 | 1.27% | Q1 2026 | Apr 27, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 211,579 | 10,587 | 0.32% | 0.31% | 96 | +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% | 97 | +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% | 98 | +12,694 | 6.61% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Added to | 195,228 | 9,767 | 0.01% | 0.01% | 99 | +13,085 | 7.18% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 192,826 | 9,649 | 0.01% | 0.01% | 100 | -141,880 | -42.39% | Q1 2026 | May 07, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 191,342 | 9,574 | 0.92% | 1.07% | 101 | -32,122 | -14.37% | Q1 2026 | Apr 10, 2026 |
| High Falls Advisors, Inc | History | No change | 188,334 | 9,418 | 1.91% | 1.91% | 102 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Private Advisor Group, LLC | History | Added to | 187,217 | 9,368 | 0.04% | 0.03% | 103 | +62,042 | 49.56% | Q1 2026 | Apr 24, 2026 |
| Vestwell Advisors, LLC | History | Added to | 185,085 | 9,261 | 2.54% | 1.17% | 104 | +26,526 | 16.73% | Q1 2026 | May 18, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 184,882 | 9,251 | 0.35% | 0.3% | 105 | +19,031 | 11.47% | Q1 2026 | May 11, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 174,026 | 8,708 | 0.34% | 0.32% | 106 | +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% | 107 | +8,192 | 4.95% | Q1 2026 | May 13, 2026 |
| TSFG, LLC | History | Added to | 173,048 | 8,659 | 1.31% | 1.24% | 108 | +7,128 | 4.3% | Q1 2026 | Apr 27, 2026 |
| KWB Wealth | History | Reduced | 173,013 | 8,652 | 0.86% | 0.84% | 109 | -3,531 | -2.0% | Q1 2026 | Apr 08, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 165,810 | 8,297 | 3.51% | 3.2% | 111 | +15,090 | 10.01% | Q1 2026 | Apr 20, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 165,811 | 8,297 | 0.0% | 0.0% | 110 | +1,086 | 0.66% | Q1 2026 | Apr 30, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 162,062 | 8,109 | 0.59% | 0.72% | 112 | -60,030 | -27.03% | Q1 2026 | Apr 16, 2026 |
| One Wealth Advisors, LLC | History | Added to | 157,788 | 7,895 | 0.98% | 0.88% | 113 | +14,062 | 9.78% | Q1 2026 | Apr 21, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 153,503 | 7,681 | 0.81% | 1.2% | 114 | +23,526 | 18.1% | Q1 2026 | Apr 17, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 153,494 | 7,676 | 7.38% | 7.38% | 115 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Brooklyn FI, LLC | History | Added to | 152,725 | 7,642 | 1.61% | 1.11% | 116 | +48,681 | 46.79% | Q1 2026 | May 11, 2026 |
| New Capital Management LP | History | Added to | 152,395 | 7,625 | 1.88% | 1.22% | 117 | +55,604 | 57.45% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Added to | 145,180 | 7,263 | 0.04% | 0.03% | 118 | +29,376 | 25.37% | Q1 2026 | May 15, 2026 |
| PAX Financial Group, LLC | History | Added to | 144,391 | 7,225 | 1.23% | 1.17% | 119 | +8,462 | 6.23% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 144,375 | 7,224 | 0.0% | 0.0% | 120 | +32,768 | 29.36% | Q1 2026 | Jul 08, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 143,849 | 7,198 | 0.5% | 0.45% | 121 | +8,126 | 5.99% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 140,031 | 7,007 | 0.06% | 0.08% | 122 | -87,010 | -38.32% | Q1 2026 | May 13, 2026 |
| Robinswood Financial LLC | History | New | 140,027 | 7,006 | 8.83% | — | 123 | +140,027 | New | Q1 2026 | Jun 09, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 136,284 | 6,819 | 0.67% | 0.67% | 124 | +3,605 | 2.72% | Q1 2026 | Apr 27, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 135,167 | 6,763 | 2.66% | 2.56% | 125 | +9,611 | 7.65% | Q1 2026 | May 14, 2026 |
| Trek Financial, LLC | History | Added to | 133,372 | 6,673 | 0.35% | 0.35% | 126 | +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% | 127 | +99,696 | 364.63% | Q1 2026 | Apr 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 125,985 | 6,304 | 0.08% | 0.08% | 128 | +13,830 | 12.33% | Q1 2026 | May 15, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 125,443 | 6,277 | 0.6% | 0.03% | 129 | +118,802 | 1788.92% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 125,335 | 6,271 | 0.13% | 0.12% | 130 | +12,150 | 10.73% | Q1 2026 | May 14, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 124,794 | 6,244 | 0.34% | 0.34% | 131 | -1,110 | -0.88% | Q1 2026 | May 15, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 123,590 | 6,184 | 0.46% | 0.03% | 132 | +115,189 | 1371.13% | Q1 2026 | Apr 15, 2026 |
| Kooman & Associates | History | Reduced | 123,404 | 6,175 | 1.84% | 1.84% | 133 | -898 | -0.72% | Q1 2026 | Apr 21, 2026 |
| JT Stratford LLC | History | Added to | 122,897 | 6,149 | 0.78% | 0.72% | 134 | +11,223 | 10.05% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 120,458 | 6,027 | 0.09% | 0.09% | 135 | +14,712 | 13.91% | Q1 2026 | Apr 10, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 118,899 | 5,949 | 1.1% | — | 136 | +118,899 | New | Q1 2026 | Apr 15, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 116,643 | 5,847 | 0.82% | 0.85% | 137 | -1,446 | -1.22% | Q1 2026 | Apr 13, 2026 |
| Vise Technologies, Inc. | History | No change | 113,892 | 5,695 | 0.11% | 0.11% | 138 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Keystone Financial Services | History | Added to | 111,435 | 5,576 | 1.64% | 1.49% | 139 | +12,466 | 12.6% | Q1 2026 | May 06, 2026 |
| Continuum Advisory, LLC | History | Added to | 109,828 | 5,495 | 0.53% | 0.53% | 140 | +4,331 | 4.11% | Q1 2026 | Apr 22, 2026 |
| Breakwater Investment Management | History | Added to | 107,033 | 5,355 | 1.99% | 1.63% | 141 | +16,852 | 18.69% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 106,645 | 5,333 | 0.09% | 0.09% | 142 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 106,124 | 5,310 | 0.42% | 0.28% | 143 | +35,700 | 50.69% | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | Added to | 104,806 | 5,244 | 0.32% | 0.3% | 144 | +6,766 | 6.9% | Q1 2026 | May 04, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 104,499 | 5,229 | 0.2% | 0.16% | 145 | +75,304 | 257.93% | Q1 2026 | May 15, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 104,367 | 5,222 | 1.44% | 0.55% | 146 | +59,865 | 134.52% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Added to | 104,313 | 5,219 | 0.06% | 0.05% | 147 | +9,618 | 10.16% | Q1 2026 | Apr 16, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 103,537 | 5,180 | 0.58% | 1.82% | 148 | -226,002 | -68.58% | Q1 2026 | May 07, 2026 |
| MONEYWISE, INC. | History | Added to | 102,246 | 5,116 | 2.23% | 1.39% | 149 | +35,328 | 52.79% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 102,142 | 5,111 | 0.02% | 0.02% | 150 | +5,742 | 5.96% | Q1 2026 | Apr 30, 2026 |
| Procyon Advisors, LLC | History | Reduced | 101,578 | 5,082 | 0.25% | 0.25% | 151 | -37 | -0.04% | Q1 2026 | May 04, 2026 |
| Xena Financial Planning, LLC | History | Added to | 98,980 | 4,952 | 5.59% | 4.88% | 152 | +15,866 | 19.09% | Q1 2026 | Apr 14, 2026 |
| Regal Investment Advisors LLC | History | Added to | 97,909 | 4,899 | 0.28% | 0.27% | 153 | +9,041 | 10.17% | Q1 2026 | May 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 97,232 | 4,865 | 0.15% | 0.16% | 154 | -7,188 | -6.88% | Q1 2026 | Apr 27, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 95,019 | 4,754 | 1.19% | 0.12% | 155 | +85,959 | 948.77% | Q1 2026 | Apr 17, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 94,866 | 4,747 | 1.02% | 1.02% | 156 | +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% | 157 | +1,177 | 1.27% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 93,719 | 4,666 | 0.08% | 0.14% | 159 | +34,929 | 59.41% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | Added to | 93,249 | 4,666 | 0.05% | 0.05% | 158 | +999 | 1.08% | Q1 2026 | Apr 20, 2026 |
| Elevated Financial Group LLC | History | Added to | 92,647 | 4,636 | 1.51% | 1.42% | 160 | +10,837 | 13.25% | Q1 2026 | May 11, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 92,425 | 4,624 | 2.25% | — | 161 | +92,425 | New | Q1 2026 | Apr 09, 2026 |
| Invst, LLC | History | Reduced | 92,114 | 4,609 | 0.52% | 0.5% | 162 | -42 | -0.05% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 91,365 | 4,571 | 0.02% | 0.02% | 163 | +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% | 164 | +2,139 | 2.41% | Q1 2026 | Apr 14, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 90,953 | 4,551 | 2.65% | 2.5% | 165 | +10,338 | 12.82% | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 88,917 | 4,449 | 0.0% | 0.0% | 166 | +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% | 167 | +7,246 | 8.92% | Q1 2026 | Apr 07, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 88,293 | 4,418 | 0.44% | 0.39% | 168 | +8,225 | 10.27% | Q1 2026 | May 14, 2026 |
| Legacy Financial Group LLC | History | Added to | 88,287 | 4,417 | 0.56% | 0.51% | 169 | +6,133 | 7.47% | Q1 2026 | May 04, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 87,595 | 4,383 | 0.05% | 0.05% | 170 | -295 | -0.34% | Q1 2026 | May 01, 2026 |
| Synergy Investment Management, LLC | History | Added to | 87,313 | 4,369 | 1.43% | 0.2% | 171 | +76,113 | 679.58% | Q1 2026 | May 14, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 87,135 | 4,360 | 1.96% | 1.83% | 172 | +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% | 173 | +3,103 | 3.74% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 85,342 | 4,270 | 0.06% | 0.06% | 174 | +13,039 | 18.03% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 85,070 | 4,256 | 0.0% | 0.0% | 175 | +6,148 | 7.79% | Q1 2026 | May 14, 2026 |
| Balance Wealth, LLC | History | Added to | 83,332 | 4,169 | 1.29% | 1.32% | 176 | +949 | 1.15% | Q1 2026 | Apr 20, 2026 |
| Keystone Financial Group | History | Added to | 82,822 | 4,144 | 0.28% | 0.27% | 177 | +8,870 | 11.99% | Q1 2026 | May 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 82,528 | 4,129 | 0.12% | 0.11% | 178 | +5,472 | 7.1% | Q1 2026 | Apr 14, 2026 |
| Evolution Advisers, Inc. | History | Added to | 80,531 | 4,029 | 1.7% | 0.79% | 179 | +44,049 | 120.74% | Q1 2026 | May 01, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 80,484 | 4,027 | 0.01% | 0.01% | 180 | -13,442 | -14.31% | Q1 2026 | May 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 79,770 | 3,991 | 0.04% | 0.03% | 181 | +27,152 | 51.6% | Q1 2026 | Apr 20, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 79,630 | 3,984 | 1.72% | 1.21% | 182 | +23,882 | 42.84% | Q1 2026 | May 01, 2026 |
| JGP Wealth Management, LLC | History | Added to | 79,503 | 3,978 | 0.41% | 0.4% | 183 | +2,583 | 3.36% | Q1 2026 | Apr 08, 2026 |
| Independent Advisor Alliance | History | New | 79,303 | 3,968 | 0.04% | — | 184 | +79,303 | New | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 77,070 | 3,856 | 0.06% | 0.02% | 185 | +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% | 186 | +2,553 | 3.43% | Q1 2026 | Apr 20, 2026 |
| Paragon Advisors, LLC | History | Reduced | 76,448 | 3,825 | 1.03% | 1.11% | 187 | -5,050 | -6.2% | Q1 2026 | May 04, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 75,903 | 3,798 | 2.88% | 2.21% | 188 | +22,801 | 42.94% | Q1 2026 | Apr 27, 2026 |
| Sovran Advisors, LLC | History | Added to | 73,863 | 3,686 | 0.29% | 0.3% | 189 | +3,652 | 5.2% | Q1 2026 | May 01, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 72,821 | 3,643 | 1.45% | 1.71% | 190 | -9,881 | -11.95% | Q1 2026 | Apr 21, 2026 |
| Orin Green Financial, LLC | History | Added to | 72,149 | 3,610 | 1.48% | 1.37% | 191 | +3,426 | 4.99% | Q1 2026 | Apr 29, 2026 |
| True Vision MN LLC | History | Added to | 71,738 | 3,589 | 1.85% | 1.51% | 192 | +12,487 | 21.07% | Q1 2026 | Apr 16, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 69,872 | 3,496 | 2.36% | 2.45% | 193 | +678 | 0.98% | Q1 2026 | Apr 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 69,506 | 3,478 | 0.43% | 0.2% | 194 | +38,665 | 125.37% | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 68,591 | 3,432 | 0.1% | 0.09% | 195 | +3,051 | 4.66% | Q1 2026 | May 12, 2026 |
| Daviman Financial, LLC | History | Added to | 68,567 | 3,431 | 2.03% | 1.9% | 196 | +3,713 | 5.73% | Q1 2026 | Apr 23, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 68,409 | 3,423 | 0.42% | 0.36% | 197 | +9,182 | 15.5% | Q1 2026 | Apr 23, 2026 |
| World Investment Advisors | History | Added to | 67,650 | 3,385 | 0.05% | 0.05% | 198 | +3,112 | 4.82% | Q1 2026 | Apr 27, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 67,511 | 3,378 | 0.78% | 0.79% | 199 | -284 | -0.42% | Q1 2026 | May 04, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 67,494 | 3,377 | 2.45% | 2.12% | 200 | +10,281 | 17.97% | Q1 2026 | Apr 09, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 67,458 | 3,375 | 2.65% | 2.24% | 201 | +13,283 | 24.52% | Q1 2026 | May 05, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 67,040 | 3,354 | 1.19% | 1.05% | 202 | +6,770 | 11.23% | Q1 2026 | May 05, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 66,850 | 3,345 | 3.14% | 1.01% | 203 | +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% | 204 | +11,671 | 21.29% | Q1 2026 | May 06, 2026 |
| Allegheny Financial Group | History | Added to | 65,227 | 3,263 | 0.44% | 0.48% | 205 | +1,016 | 1.58% | Q1 2026 | Apr 16, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 64,743 | 3,239 | 0.08% | 0.4% | 206 | -262,710 | -80.23% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 64,451 | 3,225 | 0.1% | 0.1% | 207 | +4,912 | 8.25% | Q1 2026 | Apr 08, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 64,299 | 3,217 | 2.47% | 2.39% | 208 | +3,626 | 5.98% | Q1 2026 | Apr 28, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 63,523 | 3,178 | 1.4% | 1.33% | 209 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hardy Reed LLC | History | Reduced | 62,639 | 3,134 | 0.23% | 0.23% | 210 | -1,229 | -1.92% | Q1 2026 | Apr 28, 2026 |
| HighPoint Advisor Group LLC | History | New | 62,468 | 3,125 | 0.13% | — | 211 | +62,468 | New | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | Added to | 62,231 | 3,114 | 0.7% | 0.61% | 212 | +6,360 | 11.38% | Q1 2026 | Apr 10, 2026 |
| Partners in Financial Planning | History | Added to | 62,001 | 3,102 | 0.51% | 0.5% | 213 | +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% | 214 | +9,111 | 17.64% | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | Added to | 58,904 | 2,947 | 0.22% | 0.25% | 215 | +6,081 | 11.51% | Q1 2026 | May 19, 2026 |
| Baird Financial Group, Inc. | History | Added to | 58,826 | 2,943 | 0.0% | 0.0% | 216 | +2,795 | 4.99% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 58,700 | 2,937 | 0.0% | — | 217 | +58,700 | New | Q1 2026 | May 14, 2026 |
| Peak Wealth Management LLC | History | Added to | 58,345 | 2,919 | 2.4% | 2.26% | 218 | +4,223 | 7.8% | Q1 2026 | Apr 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 57,530 | 2,878 | 0.83% | 0.73% | 219 | +6,825 | 13.46% | Q1 2026 | May 14, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 57,438 | 2,874 | 0.31% | 0.56% | 220 | -9,433 | -14.11% | Q1 2026 | May 07, 2026 |
| Detalus Advisors, LLC | History | Added to | 57,021 | 2,853 | 0.65% | 0.65% | 221 | +3,390 | 6.32% | Q1 2026 | Apr 22, 2026 |
| PFG Advisors | History | Reduced | 56,817 | 2,843 | 0.14% | 0.16% | 222 | -10,819 | -16.0% | Q1 2026 | May 05, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 56,468 | 2,825 | 0.16% | 0.87% | 223 | -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% | 224 | +13,525 | 31.79% | Q1 2026 | Apr 27, 2026 |
| WealthShield Partners, LLC | History | Added to | 55,474 | 2,775 | 0.31% | 0.29% | 225 | +2,731 | 5.18% | Q1 2026 | May 01, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 54,935 | 2,748 | 0.53% | 0.55% | 226 | +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% | 227 | +7,084 | 14.84% | Q1 2026 | May 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 54,418 | 2,723 | 0.15% | 0.15% | 228 | +4,846 | 9.78% | Q1 2026 | Apr 30, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 53,517 | 2,677 | 0.74% | 0.72% | 229 | -239 | -0.44% | Q1 2026 | Apr 27, 2026 |
| VestGen Advisors, LLC | History | Added to | 53,229 | 2,655 | 0.07% | 0.02% | 230 | +44,428 | 504.81% | Q1 2026 | May 14, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 52,631 | 2,633 | 0.59% | 0.57% | 231 | +3,854 | 7.9% | Q1 2026 | Apr 22, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 52,330 | 2,618 | 0.49% | 0.43% | 232 | +6,848 | 15.06% | Q1 2026 | Apr 28, 2026 |
| Kilter Group LLC | History | Reduced | 51,592 | 2,581 | 1.11% | 1.18% | 233 | -1,757 | -3.29% | Q1 2026 | May 14, 2026 |
| FC Advisory LLC | History | Added to | 50,996 | 2,551 | 0.74% | 0.72% | 234 | +800 | 1.59% | Q1 2026 | Apr 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 50,046 | 2,504 | 0.05% | 0.01% | 235 | +43,760 | 696.15% | Q1 2026 | Jun 02, 2026 |
| ALONGSIDE, LLC | History | No change | 49,817 | 2,491 | 0.83% | 0.83% | 236 | 0 | 0.0% | Q4 2025 | Jul 09, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 49,207 | 2,462 | 0.07% | 0.05% | 237 | +7,008 | 16.61% | Q1 2026 | May 14, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 49,046 | 2,454 | 1.22% | 1.18% | 238 | +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% | 239 | +26,031 | 114.62% | Q1 2026 | Apr 22, 2026 |
| Addison Advisors LLC | History | Added to | 48,095 | 2,406 | 0.53% | 0.5% | 240 | +3,482 | 7.8% | Q1 2026 | May 08, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 47,973 | 2,400 | 1.37% | — | 241 | +47,973 | New | Q1 2026 | May 11, 2026 |
| Stonekeep Investments, LLC | History | Added to | 47,790 | 2,391 | 1.55% | 1.48% | 242 | +1,599 | 3.46% | Q1 2026 | Apr 07, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 47,355 | 2,369 | 1.07% | 1.05% | 243 | -186 | -0.39% | Q1 2026 | May 05, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 47,008 | 2,344 | 0.31% | 0.27% | 244 | +12,582 | 36.55% | Q1 2026 | May 06, 2026 |
| SEEDS INVESTOR LLC | History | New | 46,714 | 2,338 | 0.32% | — | 245 | +46,714 | New | Q1 2026 | May 11, 2026 |
| Columbus Macro, LLC | History | Reduced | 46,715 | 2,337 | 0.25% | 0.43% | 246 | -31,377 | -40.18% | Q1 2026 | Apr 21, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 46,622 | 2,331 | 0.29% | — | 247 | +46,622 | New | Q1 2026 | May 18, 2026 |
| Synergy Asset Management, LLC | History | Added to | 46,473 | 2,325 | 0.25% | 0.21% | 248 | +6,188 | 15.36% | Q1 2026 | May 13, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 46,376 | 2,324 | 1.57% | 1.47% | 249 | +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% | 250 | +3,242 | 7.53% | Q1 2026 | Apr 28, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 46,089 | 2,306 | 0.83% | 0.14% | 251 | +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% | 252 | +8,615 | 23.14% | Q1 2026 | May 08, 2026 |
| Atlatl Advisers LLC | History | Added to | 45,613 | 2,282 | 1.69% | 0.69% | 253 | +9,650 | 26.83% | Q1 2026 | May 07, 2026 |
| Prosperity Planning, Inc. | History | Added to | 44,864 | 2,244 | 0.57% | 0.58% | 254 | +339 | 0.76% | Q1 2026 | Apr 10, 2026 |
| Chatterton & Associates Inc. | History | Added to | 44,589 | 2,230 | 1.56% | 1.33% | 255 | +13,562 | 43.71% | Q1 2026 | Apr 20, 2026 |
| Livet Wealth, LLC | History | Added to | 44,115 | 2,207 | 1.4% | 1.33% | 256 | +792 | 1.83% | Q1 2026 | Apr 24, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 44,054 | 2,204 | 0.66% | 0.55% | 257 | +6,981 | 18.83% | Q1 2026 | Apr 20, 2026 |
| Vawter Financial, Ltd. | History | Added to | 43,287 | 2,166 | 0.91% | 0.83% | 258 | +3,987 | 10.15% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 42,930 | 2,148 | 0.08% | 0.01% | 259 | +37,762 | 730.69% | Q1 2026 | Jun 18, 2026 |
| Center For Asset Management LLC | History | Added to | 42,141 | 2,108 | 1.05% | 0.55% | 260 | +21,191 | 101.15% | Q1 2026 | Apr 16, 2026 |
| City State Bank | History | Added to | 42,040 | 2,103 | 0.55% | 0.57% | 261 | +285 | 0.68% | Q1 2026 | Apr 20, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 41,683 | 2,085 | 0.13% | 0.13% | 262 | -467 | -1.11% | Q1 2026 | Apr 14, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 41,440 | 2,073 | 0.73% | 0.65% | 263 | +2,783 | 7.2% | Q1 2026 | May 05, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Reduced | 40,704 | 2,036 | 1.19% | 1.74% | 264 | -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% | 265 | +24,209 | 148.34% | Q1 2026 | Apr 27, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 39,933 | 1,998 | 1.32% | 1.37% | 266 | -349 | -0.87% | Q1 2026 | Apr 21, 2026 |
| May Hill Capital, LLC | History | Added to | 39,638 | 1,983 | 0.5% | 0.44% | 268 | +7,093 | 21.79% | Q1 2026 | May 06, 2026 |
| Factor Wealth Management LTD | History | Added to | 39,644 | 1,983 | 0.37% | 0.41% | 267 | +1,818 | 4.81% | Q1 2026 | Apr 20, 2026 |
| Csenge Advisory Group | History | Added to | 39,220 | 1,962 | 0.09% | 0.08% | 269 | +3,311 | 9.22% | Q1 2026 | Apr 30, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 38,491 | 1,926 | 1.4% | 1.3% | 270 | +2,637 | 7.35% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 38,480 | 1,925 | 0.02% | 0.02% | 271 | +5,717 | 17.45% | Q1 2026 | Apr 28, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 38,069 | 1,904 | 0.03% | 0.01% | 272 | +19,770 | 108.04% | Q1 2026 | May 12, 2026 |
| Richmond Investment Services, LLC | History | Added to | 37,943 | 1,898 | 0.31% | 0.07% | 273 | +29,803 | 366.13% | Q1 2026 | Apr 29, 2026 |
| BFSG, LLC | History | Added to | 37,835 | 1,893 | 0.18% | 0.16% | 274 | +5,118 | 15.64% | Q1 2026 | Apr 28, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 37,549 | 1,878 | 0.08% | 0.06% | 275 | +9,055 | 31.78% | Q1 2026 | May 12, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 37,183 | 1,860 | 0.13% | 0.13% | 276 | +1,544 | 4.33% | Q1 2026 | May 15, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 37,168 | 1,859 | 0.94% | 0.98% | 277 | +4,097 | 12.39% | Q1 2026 | May 14, 2026 |
| Northern Lights Advisors, Inc. | History | Added to | 36,410 | 1,821 | 1.23% | 1.2% | 278 | +1,426 | 4.08% | Q1 2026 | Apr 21, 2026 |
| Wedmont Private Capital | History | Added to | 36,165 | 1,812 | 0.06% | 0.06% | 279 | +174 | 0.48% | Q1 2026 | Apr 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 36,045 | 1,803 | 0.08% | 0.06% | 280 | +8,920 | 32.88% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 35,759 | 1,789 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 34,856 | 1,744 | 0.25% | 0.21% | 282 | +4,914 | 16.41% | Q1 2026 | Apr 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 34,839 | 1,743 | 0.49% | 0.43% | 283 | +2,597 | 8.05% | Q1 2026 | Apr 16, 2026 |
| Blossom Wealth Management | History | Added to | 34,773 | 1,740 | 2.58% | 2.75% | 284 | +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% | 285 | +226 | 0.66% | Q1 2026 | May 04, 2026 |
| Financial Architects, LLC | History | Added to | 34,210 | 1,711 | 0.9% | 0.16% | 286 | +28,205 | 469.69% | Q1 2026 | Apr 21, 2026 |
| Cassilly Financial Group LLC | History | Added to | 33,925 | 1,697 | 1.47% | 1.4% | 287 | +2,144 | 6.75% | Q1 2026 | Apr 10, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 33,902 | 1,696 | 0.45% | 0.41% | 288 | +2,755 | 8.85% | Q1 2026 | Apr 16, 2026 |
| Range Financial Group LLC | History | Added to | 33,754 | 1,689 | 0.57% | 0.52% | 289 | +3,502 | 11.58% | Q1 2026 | Apr 30, 2026 |
| Horizons Wealth Management | History | Added to | 33,650 | 1,683 | 1.1% | 1.0% | 290 | +3,231 | 10.62% | Q1 2026 | Apr 02, 2026 |
| Tenret Co LLC | History | Reduced | 33,534 | 1,678 | 0.81% | 1.04% | 291 | -7,658 | -18.59% | Q1 2026 | May 27, 2026 |
| Veratis Advisors, Inc. | History | No change | 32,657 | 1,651 | 1.31% | 1.31% | 292 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 32,558 | 1,629 | 0.04% | 0.03% | 293 | +8,434 | 34.96% | Q1 2026 | May 15, 2026 |
| Keebeck Wealth Management | History | Added to | 31,989 | 1,600 | 0.18% | 0.05% | 294 | +23,065 | 258.46% | Q1 2026 | May 14, 2026 |
| Redwood Investment Management, LLC | History | Added to | 31,920 | 1,597 | 0.2% | 0.16% | 295 | +3,546 | 12.5% | Q1 2026 | Jun 23, 2026 |
| Napier Financial, LLC | History | Reduced | 31,726 | 1,587 | 0.36% | 0.41% | 296 | -1,060 | -3.23% | Q1 2026 | May 05, 2026 |
| Friedenthal Financial | History | Added to | 31,683 | 1,585 | 0.79% | 0.8% | 297 | +660 | 2.13% | Q1 2026 | Apr 20, 2026 |
| HEADINVEST, LLC | History | New | 31,533 | 1,577 | 0.32% | — | 298 | +31,533 | New | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 31,468 | 1,567 | 0.06% | 0.05% | 299 | +4,041 | 14.73% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 31,200 | 1,566 | 0.11% | 0.13% | 300 | -4,381 | -12.31% | Q1 2026 | Apr 29, 2026 |
| Advisory Alpha, LLC | History | Added to | 30,551 | 1,528 | 0.04% | 0.04% | 301 | +2,671 | 9.58% | Q1 2026 | May 14, 2026 |
| Rothschild Wealth LLC | History | Added to | 30,496 | 1,526 | 0.14% | 0.13% | 302 | +3,063 | 11.17% | Q1 2026 | May 06, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 29,876 | 1,494 | 0.01% | 0.01% | 303 | +1,006 | 3.48% | Q1 2026 | May 08, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 29,234 | 1,462 | 1.45% | 1.3% | 304 | +3,203 | 12.3% | Q1 2026 | Apr 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 29,192 | 1,460 | 0.03% | 0.03% | 305 | -6,930 | -19.18% | Q1 2026 | Apr 17, 2026 |
| Exchange Bank | History | Added to | 28,446 | 1,423 | 0.99% | 0.84% | 306 | +4,080 | 16.74% | Q1 2026 | Apr 08, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | New | 28,365 | 1,419 | 0.08% | — | 307 | +28,365 | New | Q1 2026 | May 15, 2026 |
| Maia Wealth LLC | History | Reduced | 28,340 | 1,418 | 0.24% | 0.25% | 308 | -602 | -2.08% | Q1 2026 | May 08, 2026 |
| Global View Capital Management LLC | History | Reduced | 27,657 | 1,383 | 0.37% | 0.27% | 309 | -940 | -3.29% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Reduced | 27,616 | 1,381 | 0.01% | 0.01% | 310 | -1,907 | -6.46% | Q1 2026 | May 14, 2026 |
| SWMG, LLC | History | Reduced | 27,608 | 1,381 | 0.39% | 0.39% | 311 | -197 | -0.71% | Q1 2026 | Apr 24, 2026 |
| Mutual Advisors, LLC | History | Added to | 27,578 | 1,380 | 0.03% | 0.02% | 312 | +5,988 | 27.74% | Q1 2026 | May 01, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 27,516 | 1,376 | 0.09% | 0.08% | 313 | +2,282 | 9.04% | Q1 2026 | May 21, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 27,214 | 1,361 | 0.32% | 0.18% | 314 | +12,374 | 83.38% | Q1 2026 | Apr 24, 2026 |
| M1 Capital Management LLC | History | Added to | 27,150 | 1,358 | 0.63% | 0.52% | 315 | +2,309 | 9.3% | Q1 2026 | May 08, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 26,993 | 1,350 | 0.05% | 0.09% | 316 | -23,204 | -46.23% | Q1 2026 | Apr 14, 2026 |
| Brookwood Investment Group LLC | History | Added to | 26,599 | 1,331 | 0.16% | 0.11% | 317 | +8,097 | 43.76% | Q1 2026 | May 04, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 26,565 | 1,329 | 0.77% | 0.84% | 318 | -870 | -3.17% | Q1 2026 | May 12, 2026 |
| J.M. Arbour, LLC | History | Added to | 26,393 | 1,320 | 1.27% | 1.21% | 319 | +2,137 | 8.81% | Q1 2026 | Apr 21, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 26,274 | 1,314 | 0.0% | 0.0% | 320 | -2,154 | -7.58% | Q1 2026 | May 14, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 26,212 | 1,310 | 0.09% | 0.05% | 321 | +15,061 | 135.06% | Q1 2026 | May 18, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 25,730 | 1,288 | 0.0% | 0.0% | 322 | +7,184 | 38.74% | Q1 2026 | May 13, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 25,702 | 1,286 | 0.17% | 0.42% | 323 | -28,123 | -52.25% | Q1 2026 | Apr 08, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 25,616 | 1,281 | 0.19% | 0.18% | 324 | +6,246 | 32.25% | Q1 2026 | May 04, 2026 |
| LexAurum Advisors, LLC | History | New | 25,456 | 1,273 | 0.17% | — | 325 | +25,456 | New | Q1 2026 | Apr 13, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 25,330 | 1,267 | 0.24% | 0.18% | 326 | +1,352 | 5.64% | Q1 2026 | Apr 29, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 25,251 | 1,263 | 0.29% | 0.25% | 327 | +3,512 | 16.16% | Q1 2026 | Apr 27, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 24,864 | 1,244 | 0.63% | 0.64% | 328 | +786 | 3.26% | Q1 2026 | May 15, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 24,557 | 1,228 | 0.45% | 0.43% | 329 | +1,427 | 6.17% | Q1 2026 | Apr 09, 2026 |
| WealthPoint Financial, LLC | History | Added to | 23,814 | 1,191 | 1.0% | 0.96% | 330 | +1,681 | 7.59% | Q1 2026 | Jun 26, 2026 |
| Mosley Wealth Management | History | Added to | 23,229 | 1,190 | 0.54% | 0.54% | 331 | +192 | 0.83% | Q1 2026 | Apr 27, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 23,614 | 1,181 | 0.44% | 0.43% | 332 | +1,270 | 5.68% | Q1 2026 | Apr 20, 2026 |
| Park Place Capital Corp | History | No change | 23,463 | 1,174 | 0.24% | 0.24% | 333 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 23,396 | 1,173 | 0.35% | 0.38% | 334 | -221 | -0.94% | Q1 2026 | May 12, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 23,308 | 1,166 | 0.97% | 0.89% | 335 | +2,001 | 9.39% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 23,084 | 1,155 | 0.01% | 0.01% | 336 | -801 | -3.35% | Q1 2026 | May 05, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 22,787 | 1,140 | 0.23% | 0.23% | 337 | +228 | 1.01% | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | New | 22,623 | 1,132 | 0.09% | — | 338 | +22,623 | New | Q1 2026 | Apr 28, 2026 |
| Sachetta, LLC | History | Added to | 22,246 | 1,113 | 0.6% | 0.6% | 339 | +295 | 1.34% | Q1 2026 | May 01, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 22,123 | 1,107 | 0.15% | 0.13% | 340 | +3,993 | 22.02% | Q1 2026 | May 11, 2026 |
| Valpey Financial Services, LLC | History | Added to | 22,101 | 1,105 | 0.72% | 0.7% | 341 | +93 | 0.42% | Q1 2026 | May 11, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 21,603 | 1,081 | 0.71% | 0.75% | 342 | -156 | -0.72% | Q1 2026 | Apr 23, 2026 |
| Indivisible Partners | History | Added to | 21,376 | 1,069 | 0.09% | 0.06% | 343 | +9,686 | 82.86% | Q1 2026 | Apr 30, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 21,150 | 1,058 | 0.06% | 0.04% | 344 | -305,499 | -93.53% | Q1 2026 | May 12, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 21,090 | 1,055 | 0.24% | 0.12% | 345 | +10,542 | 99.94% | Q1 2026 | Apr 28, 2026 |
| Two West Capital Advisors LLC | History | Added to | 21,162 | 1,053 | 0.56% | 0.46% | 346 | +5,270 | 33.16% | Q1 2026 | May 04, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 21,039 | 1,052 | 0.28% | 0.28% | 347 | +3,496 | 19.93% | Q1 2026 | Apr 17, 2026 |
| Apollon Financial, LLC | History | Added to | 20,996 | 1,050 | 0.15% | 0.13% | 348 | +3,301 | 18.65% | Q1 2026 | Apr 22, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 20,953 | 1,048 | 0.33% | 0.31% | 349 | +1,513 | 7.78% | Q1 2026 | May 08, 2026 |
| NWAM LLC | History | Added to | 20,870 | 1,044 | 0.06% | 0.05% | 350 | +3,917 | 23.11% | Q1 2026 | May 04, 2026 |
| CGN Advisors LLC | History | Added to | 20,835 | 1,042 | 0.08% | 0.06% | 351 | +4,861 | 30.43% | Q1 2026 | Apr 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 20,638 | 1,032 | 0.01% | 0.01% | 352 | -14,597 | -41.43% | Q1 2026 | May 14, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Reduced | 20,416 | 1,021 | 0.62% | 0.56% | 353 | -21 | -0.1% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 19,937 | 997 | 0.06% | — | 355 | +19,937 | New | Q1 2026 | Apr 20, 2026 |
| Note Advisors, LLC | History | Added to | 19,933 | 997 | 0.5% | 0.48% | 354 | +1,198 | 6.39% | Q1 2026 | May 15, 2026 |
| Able Wealth Management LLC | History | New | 19,823 | 991 | 0.26% | — | 356 | +19,823 | New | Q1 2026 | Apr 24, 2026 |
| Strategic Blueprint, LLC | History | Added to | 19,586 | 980 | 0.06% | 0.05% | 357 | +3,105 | 18.84% | Q1 2026 | Apr 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 19,493 | 975 | 0.03% | 0.03% | 358 | +2,601 | 15.4% | Q1 2026 | Apr 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 19,333 | 967 | 0.02% | 0.02% | 359 | +2,163 | 12.6% | Q1 2026 | May 11, 2026 |
| Sowell Financial Services LLC | History | Added to | 19,253 | 963 | 0.04% | 0.03% | 360 | +2,824 | 17.19% | Q1 2026 | Apr 20, 2026 |
| Unify Financial Advisors | History | Added to | 19,165 | 959 | 0.99% | 0.83% | 361 | +3,168 | 19.8% | Q1 2026 | Apr 23, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 19,110 | 956 | 0.07% | 0.07% | 362 | +702 | 3.81% | Q1 2026 | Apr 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 19,102 | 955 | 0.03% | 0.03% | 363 | +612 | 3.31% | Q1 2026 | May 07, 2026 |
| Venturi Wealth Management, LLC | History | New | 18,921 | 946 | 0.04% | — | 364 | +18,921 | New | Q1 2026 | Apr 21, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 18,769 | 938 | 0.59% | 0.59% | 365 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 18,793 | 936 | 0.06% | 0.04% | 366 | -673 | -3.46% | Q1 2026 | Apr 24, 2026 |
| Financial Planning Navigators CORP | History | Added to | 18,393 | 920 | 0.4% | 0.27% | 367 | +6,521 | 54.93% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Management, Inc. | History | Added to | 18,352 | 918 | 0.32% | 0.28% | 368 | +2,366 | 14.8% | Q1 2026 | Apr 22, 2026 |
| XY Planning Network, Inc. | History | Added to | 18,381 | 916 | 0.15% | 0.11% | 369 | +5,809 | 46.21% | Q1 2026 | Apr 14, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 18,297 | 915 | 0.51% | 0.51% | 370 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| Apeiron RIA LLC | History | Reduced | 18,221 | 911 | 0.21% | 0.47% | 371 | -27,838 | -60.44% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 18,096 | 904 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 18,015 | 901 | 0.56% | 0.18% | 373 | +12,054 | 202.21% | Q1 2026 | Apr 15, 2026 |
| Aspect Partners, LLC | History | Added to | 17,563 | 878 | 0.36% | 0.29% | 374 | +4,448 | 33.92% | Q1 2026 | Apr 02, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 17,428 | 872 | 0.0% | 0.0% | 375 | +17,292 | 12714.71% | Q1 2026 | May 01, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 17,368 | 869 | 0.42% | 0.44% | 376 | -188 | -1.07% | Q1 2026 | May 05, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 17,351 | 868 | 0.23% | 0.23% | 377 | -117 | -0.67% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Added to | 17,236 | 862 | 0.0% | 0.0% | 378 | +15,501 | 893.43% | Q1 2026 | May 11, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 17,201 | 860 | 0.08% | 0.09% | 379 | +1,496 | 9.53% | Q1 2026 | May 12, 2026 |
| Vested Financial Planning, LLC | History | Added to | 17,163 | 858 | 0.65% | 0.54% | 380 | +3,131 | 22.31% | Q1 2026 | Apr 16, 2026 |
| Aspen Wealth Management LLC | History | Added to | 17,143 | 857 | 0.17% | 0.15% | 381 | +2,877 | 20.17% | Q1 2026 | Apr 01, 2026 |
| Compton Financial Group, LLC | History | Reduced | 16,907 | 846 | 0.19% | 0.25% | 382 | -4,964 | -22.7% | Q1 2026 | Apr 28, 2026 |
| BOS Asset Management, LLC | History | Added to | 16,900 | 845 | 0.22% | 0.21% | 383 | +997 | 6.27% | Q1 2026 | Apr 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 16,798 | 840 | 0.03% | 0.03% | 384 | +552 | 3.4% | Q1 2026 | Apr 28, 2026 |
| Charles Schwab Trust Co | History | Added to | 16,649 | 833 | 0.05% | 0.04% | 385 | +3,780 | 29.37% | Q1 2026 | Apr 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 16,631 | 832 | 0.01% | 0.01% | 386 | +779 | 4.91% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 16,595 | 830 | 0.01% | 0.01% | 387 | -840 | -4.82% | Q1 2026 | May 15, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 16,464 | 824 | 0.23% | — | 388 | +16,464 | New | Q1 2026 | Apr 27, 2026 |
| Private Advisory Group LLC | History | New | 16,135 | 807 | 0.05% | — | 389 | +16,135 | New | Q1 2026 | May 08, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 15,828 | 792 | 0.09% | 0.08% | 390 | +1,618 | 11.39% | Q1 2026 | Apr 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 15,529 | 777 | 0.02% | 0.01% | 391 | +8,176 | 111.19% | Q1 2026 | Apr 15, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 15,541 | 777 | 0.77% | 0.56% | 392 | +4,054 | 35.29% | Q1 2026 | Apr 28, 2026 |
| RDA Financial Network | History | Added to | 15,428 | 772 | 0.19% | 0.17% | 393 | +1,383 | 9.85% | Q1 2026 | Apr 08, 2026 |
| Finley Financial, LLC | History | No change | 15,430 | 772 | 0.36% | 0.35% | 394 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 15,359 | 768 | 0.26% | 0.2% | 395 | +4,268 | 38.48% | Q1 2026 | May 12, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 15,345 | 767 | 0.66% | 0.51% | 396 | +3,351 | 27.94% | Q1 2026 | May 06, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 15,249 | 763 | 0.06% | 0.05% | 397 | -2,251 | -12.86% | Q1 2026 | May 20, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 15,241 | 762 | 0.32% | 0.32% | 398 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 15,227 | 761 | 0.03% | 0.01% | 399 | +10,501 | 222.2% | Q1 2026 | May 13, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 15,142 | 757 | 0.22% | 0.28% | 400 | -4,178 | -21.63% | Q1 2026 | May 07, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 15,101 | 755 | 0.45% | 0.33% | 401 | +4,314 | 39.99% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 15,045 | 752 | 0.03% | 0.02% | 402 | +978 | 6.95% | Q1 2026 | Apr 23, 2026 |
| Prospect Financial Group LLC | History | Reduced | 14,967 | 748 | 0.69% | 0.7% | 403 | -3 | -0.02% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 14,942 | 747 | 0.05% | 0.04% | 404 | +1,464 | 10.86% | Q1 2026 | Apr 13, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 14,853 | 743 | 0.22% | 0.21% | 405 | +852 | 6.09% | Q1 2026 | Apr 16, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 14,592 | 730 | 0.46% | 0.41% | 406 | +1,643 | 12.69% | Q1 2026 | Apr 07, 2026 |
| RHS Financial, LLC | History | Added to | 14,531 | 727 | 0.34% | 0.22% | 407 | +5,505 | 60.99% | Q1 2026 | Apr 28, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 14,424 | 721 | 0.19% | 0.22% | 408 | -1,156 | -7.42% | Q1 2026 | May 11, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 14,117 | 706 | 0.01% | 0.01% | 409 | -612 | -4.16% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 13,973 | 699 | 0.05% | 0.05% | 410 | -97 | -0.69% | Q1 2026 | Apr 15, 2026 |
| Compound Planning, Inc. | History | New | 13,929 | 696 | 0.02% | — | 411 | +13,929 | New | Q1 2026 | May 14, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 13,691 | 685 | 0.25% | 0.24% | 412 | -40 | -0.29% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 13,591 | 680 | 0.0% | 0.0% | 413 | +2,510 | 22.65% | Q1 2026 | May 13, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 13,511 | 676 | 0.15% | 0.14% | 414 | +12 | 0.09% | Q1 2026 | May 08, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 13,095 | 655 | 0.06% | 0.06% | 415 | +189 | 1.46% | Q1 2026 | Apr 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 12,837 | 642 | 0.02% | 0.02% | 416 | +364 | 2.92% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 12,694 | 635 | 0.01% | 0.01% | 417 | -7,775 | -37.98% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 12,636 | 632 | 0.02% | 0.02% | 418 | +989 | 8.49% | Q1 2026 | Apr 22, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 12,527 | 626 | 0.32% | 0.51% | 419 | -11,292 | -47.41% | Q1 2026 | Apr 21, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 12,500 | 625 | 0.29% | 0.38% | 420 | -4,405 | -26.06% | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 12,457 | 623 | 0.01% | 0.01% | 421 | +4,125 | 49.51% | Q1 2026 | May 18, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 12,437 | 622 | 0.04% | 0.07% | 422 | -4,059 | -24.61% | Q1 2026 | Apr 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 12,318 | 616 | 0.01% | — | 423 | +12,318 | New | Q1 2026 | May 13, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 12,258 | 613 | 0.04% | 0.06% | 424 | -4,629 | -27.41% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 11,727 | 586 | 0.06% | 0.01% | 425 | +10,227 | 681.8% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 11,703 | 585 | 0.05% | 0.05% | 426 | +518 | 4.63% | Q1 2026 | Apr 30, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 11,620 | 581 | 0.2% | 0.22% | 427 | -524 | -4.31% | Q1 2026 | Apr 23, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 11,600 | 580 | 0.25% | 0.26% | 428 | +501 | 4.51% | Q1 2026 | May 27, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 11,586 | 579 | 0.32% | 0.3% | 429 | +761 | 7.03% | Q1 2026 | Apr 22, 2026 |
| Concorde Asset Management, LLC | History | Added to | 11,523 | 576 | 0.28% | 0.22% | 430 | +456 | 4.12% | Q1 2026 | Jun 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 11,395 | 570 | 0.02% | 0.01% | 431 | +3,770 | 49.44% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 11,370 | 568 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 11,312 | 566 | 0.0% | 0.0% | 433 | -3,362 | -22.91% | Q1 2026 | May 14, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 11,088 | 554 | 0.32% | 0.31% | 434 | +1,203 | 12.17% | Q1 2026 | Apr 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 11,043 | 552 | 0.04% | 0.04% | 435 | +17 | 0.15% | Q1 2026 | Apr 20, 2026 |
| Tarbox Family Office, Inc. | History | Added to | 10,941 | 547 | 0.09% | 0.09% | 436 | +210 | 1.96% | Q1 2026 | Apr 23, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 10,865 | 543 | 0.07% | 0.08% | 437 | -592 | -5.17% | Q1 2026 | Apr 24, 2026 |
| DAVENPORT & Co LLC | History | Added to | 10,834 | 542 | 0.0% | 0.0% | 438 | +2,012 | 22.81% | Q1 2026 | Apr 15, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 10,755 | 538 | 0.09% | 0.09% | 439 | +536 | 5.25% | Q1 2026 | Apr 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 10,603 | 530 | 0.04% | 0.03% | 440 | +1,728 | 19.47% | Q1 2026 | May 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 10,489 | 524 | 0.27% | 0.22% | 441 | +1,885 | 21.91% | Q1 2026 | Apr 10, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 10,487 | 524 | 0.59% | 0.55% | 442 | +856 | 8.89% | Q1 2026 | Apr 14, 2026 |
| Aspire Private Capital, LLC | History | Added to | 10,434 | 522 | 0.12% | 0.11% | 443 | +750 | 7.74% | Q1 2026 | Apr 22, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 10,332 | 517 | 0.37% | 0.35% | 444 | +468 | 4.74% | Q1 2026 | May 12, 2026 |
| Asempa Wealth Advisors | History | New | 10,301 | 513 | 0.45% | — | 445 | +10,301 | New | Q1 2026 | Apr 08, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 10,234 | 512 | 0.08% | 0.07% | 446 | +1,589 | 18.38% | Q1 2026 | May 12, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 10,151 | 507 | 0.18% | 0.24% | 447 | +745 | 7.92% | Q1 2026 | May 12, 2026 |
| MSH Capital Advisors LLC | History | Added to | 10,075 | 504 | 0.11% | 0.1% | 448 | +392 | 4.05% | Q1 2026 | May 08, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 10,059 | 503 | 0.34% | 0.19% | 449 | +4,433 | 78.79% | Q1 2026 | May 04, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 9,937 | 497 | 0.04% | 0.05% | 450 | -1,883 | -15.93% | Q1 2026 | May 01, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 9,783 | 489 | 0.31% | — | 451 | +9,783 | New | Q1 2026 | Apr 14, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 9,642 | 482 | 0.06% | — | 452 | +9,642 | New | Q1 2026 | Apr 16, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 9,540 | 477 | 0.04% | 0.03% | 453 | +2,153 | 29.15% | Q1 2026 | May 15, 2026 |
| Sharper & Granite LLC | History | Added to | 9,289 | 464 | 0.16% | 0.13% | 454 | +1,889 | 25.53% | Q1 2026 | Apr 08, 2026 |
| Clark Asset Management, LLC | History | Reduced | 9,231 | 461 | 0.04% | 0.05% | 456 | -712 | -7.16% | Q1 2026 | Apr 16, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 9,232 | 461 | 0.14% | 0.1% | 455 | -45 | -0.49% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 9,071 | 453 | 0.01% | 0.02% | 457 | -547 | -5.69% | Q1 2026 | May 15, 2026 |
| Apex Wealth Management, LLC | History | Reduced | 9,024 | 451 | 0.31% | 1.6% | 458 | -22,332 | -71.22% | Q1 2026 | Apr 15, 2026 |
| Sigma Planning Corp | History | Reduced | 8,977 | 449 | 0.01% | 0.01% | 459 | -1,497 | -14.29% | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 8,944 | 447 | 0.01% | 0.01% | 460 | +789 | 9.68% | Q1 2026 | Apr 10, 2026 |
| Catalina Capital Group, LLC | History | Added to | 8,939 | 447 | 0.27% | 0.25% | 461 | +667 | 8.06% | Q1 2026 | Apr 23, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 8,927 | 446 | 0.12% | 0.12% | 462 | +8 | 0.09% | Q1 2026 | Apr 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 8,809 | 440 | 0.03% | 0.02% | 463 | +713 | 8.81% | Q1 2026 | Apr 09, 2026 |
| Zhang Financial LLC | History | New | 8,763 | 438 | 0.02% | — | 464 | +8,763 | New | Q1 2026 | May 06, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 8,663 | 433 | 0.05% | 0.05% | 465 | +690 | 8.65% | Q1 2026 | Apr 10, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 8,672 | 433 | 0.03% | 0.03% | 466 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 8,625 | 431 | 0.05% | 0.05% | 467 | +1,684 | 24.26% | Q1 2026 | Apr 20, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 8,528 | 426 | 0.14% | 0.11% | 468 | +1,443 | 20.37% | Q1 2026 | May 15, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 8,453 | 422 | 0.15% | 0.15% | 469 | -238 | -2.74% | Q1 2026 | May 12, 2026 |
| Sensenig Capital Advisors, Inc | History | Added to | 8,428 | 421 | 0.43% | 0.42% | 470 | +54 | 0.64% | Q1 2026 | Apr 14, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 8,376 | 419 | 0.05% | 0.07% | 472 | -3,198 | -27.63% | Q1 2026 | May 04, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 8,385 | 419 | 0.17% | 0.18% | 471 | -641 | -7.1% | Q1 2026 | Apr 23, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 7,991 | 399 | 0.11% | 0.1% | 473 | +142 | 1.81% | Q1 2026 | Apr 20, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 7,928 | 396 | 0.42% | — | 474 | +7,928 | New | Q1 2026 | May 13, 2026 |
| EFG International AG | History | New | 7,903 | 395 | 0.01% | — | 476 | +7,903 | New | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | Reduced | 7,899 | 395 | 0.11% | 0.11% | 475 | -633 | -7.42% | Q1 2026 | May 07, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 7,916 | 392 | 0.36% | 0.36% | 477 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Latitude Advisors, LLC | History | Added to | 7,820 | 391 | 0.18% | 0.12% | 478 | +2,563 | 48.75% | Q1 2026 | Apr 27, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | New | 7,747 | 387 | 0.18% | — | 480 | +7,747 | New | Q1 2026 | Apr 22, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 7,746 | 387 | 0.1% | 0.09% | 479 | +1,319 | 20.52% | Q1 2026 | Apr 29, 2026 |
| ORG Partners LLC | History | No change | 7,719 | 385 | 0.07% | 0.07% | 481 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| VestGen Investment Management | History | Added to | 7,539 | 377 | 0.21% | 0.21% | 482 | +118 | 1.59% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 7,511 | 375 | 0.01% | 0.01% | 483 | +2,841 | 60.84% | Q1 2026 | May 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 7,410 | 370 | 0.1% | 0.09% | 484 | +1,151 | 18.39% | Q1 2026 | May 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 7,284 | 364 | 0.0% | 0.0% | 485 | -118 | -1.59% | Q1 2026 | May 15, 2026 |
| Carter Financial Group, INC. | History | Reduced | 7,259 | 363 | 0.22% | 0.22% | 487 | -201 | -2.69% | Q1 2026 | Apr 27, 2026 |
| Blue Barn Wealth, LLC | History | No change | 7,277 | 363 | 0.53% | 0.53% | 486 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 7,201 | 360 | 0.28% | 0.23% | 489 | +1,554 | 27.52% | Q1 2026 | May 14, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 7,206 | 360 | 0.27% | 0.26% | 488 | +91 | 1.28% | Q1 2026 | Apr 22, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 7,149 | 357 | 0.11% | 0.12% | 490 | -833 | -10.44% | Q1 2026 | Apr 22, 2026 |
| Global Financial Private Client, LLC | History | Added to | 7,126 | 356 | 0.12% | 0.12% | 491 | +204 | 2.95% | Q1 2026 | Apr 20, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 7,058 | 353 | 0.03% | 0.03% | 492 | +61 | 0.87% | Q1 2026 | Apr 27, 2026 |
| Argent Trust Co | History | Added to | 6,986 | 349 | 0.01% | 0.01% | 493 | +2,683 | 62.35% | Q1 2026 | May 13, 2026 |
| Madson Wealth Advisors Inc | History | New | 6,906 | 345 | 0.29% | — | 494 | +6,906 | New | Q1 2026 | Apr 21, 2026 |
| Archer Investment Management, LLC | History | Reduced | 6,870 | 343 | 0.14% | 0.39% | 495 | -7,669 | -52.75% | Q1 2026 | Apr 08, 2026 |
| Ascent Group, LLC | History | New | 6,802 | 340 | 0.01% | — | 496 | +6,802 | New | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 6,751 | 337 | 0.0% | 0.0% | 497 | +17 | 0.25% | Q1 2026 | May 11, 2026 |
| W ADVISORS, LLC | History | Reduced | 6,729 | 336 | 0.17% | 0.18% | 498 | -470 | -6.53% | Q1 2026 | Apr 29, 2026 |
| KICKSTAND VENTURES, LLC. | History | New | 6,679 | 334 | 0.07% | — | 499 | +6,679 | New | Q1 2026 | May 05, 2026 |
| Cooper Financial Group | History | Added to | 6,660 | 333 | 0.03% | 0.02% | 500 | +2,482 | 59.41% | Q1 2026 | Apr 07, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 6,644 | 332 | 0.02% | 0.02% | 501 | -298 | -4.29% | Q1 2026 | May 15, 2026 |
| MCDONALD PARTNERS LLC | History | New | 6,505 | 325 | 0.08% | — | 502 | +6,505 | New | Q1 2026 | May 15, 2026 |
| Empirical Asset Management, LLC | History | Added to | 6,491 | 324 | 0.09% | 0.07% | 503 | +1,468 | 29.23% | Q1 2026 | May 11, 2026 |
| BDFS Capital LLC | History | Added to | 6,444 | 322 | 0.15% | 0.15% | 504 | +383 | 6.32% | Q1 2026 | Apr 15, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 6,327 | 316 | 0.26% | 0.26% | 506 | +239 | 3.93% | Q1 2026 | Apr 29, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 6,318 | 316 | 0.2% | 0.19% | 505 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 6,282 | 314 | 0.3% | 0.22% | 507 | +1,526 | 32.09% | Q1 2026 | May 06, 2026 |
| ASL Financial, LLC | History | Added to | 6,259 | 313 | 0.25% | 0.22% | 508 | +761 | 13.84% | Q1 2026 | Apr 09, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 6,236 | 312 | 0.01% | — | 509 | +6,236 | New | Q1 2026 | May 14, 2026 |
| Saxony Capital Management, LLC | History | Added to | 6,161 | 308 | 0.18% | 0.17% | 510 | +576 | 10.31% | Q1 2026 | Apr 24, 2026 |
| PFG Investments, LLC | History | New | 6,075 | 303 | 0.01% | — | 511 | +6,075 | New | Q1 2026 | Apr 27, 2026 |
| WealthNavi Inc. | History | Added to | 6,048,314 | 302 | 2.62% | 2.23% | 513 | +1,001,984 | 19.86% | Q1 2026 | Apr 21, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 6,043 | 302 | 0.15% | 0.12% | 514 | +751 | 14.19% | Q1 2026 | May 08, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 6,050 | 302 | 0.14% | 0.13% | 512 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | New | 6,019 | 301 | 0.19% | — | 515 | +6,019 | New | Q1 2026 | Apr 23, 2026 |
| RBA Wealth Management, LLC | History | Added to | 5,950 | 297 | 0.11% | 0.1% | 516 | +34 | 0.57% | Q1 2026 | Apr 22, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 5,913 | 295 | 0.26% | 0.21% | 517 | +1,060 | 21.84% | Q1 2026 | May 04, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 5,824 | 291 | 0.03% | 0.03% | 518 | -515 | -8.12% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 5,724 | 286 | 0.01% | — | 519 | +5,724 | New | Q1 2026 | Apr 28, 2026 |
| First Bank & Trust | History | New | 5,702 | 285 | 0.05% | — | 521 | +5,702 | New | Q1 2026 | Apr 10, 2026 |
| Level Financial Advisors | History | No change | 5,700 | 285 | 0.07% | 0.08% | 520 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Alta Wealth Advisors LLC | History | New | 5,677 | 284 | 0.09% | — | 522 | +5,677 | New | Q1 2026 | May 04, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 5,659 | 283 | 0.13% | 0.12% | 523 | +339 | 6.37% | Q1 2026 | May 14, 2026 |
| Fortune Financial Advisors, LLC | History | New | 5,482 | 274 | 0.14% | — | 524 | +5,482 | New | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | New | 5,418 | 271 | 0.01% | — | 528 | +5,418 | New | Q1 2026 | Apr 21, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 5,421 | 271 | 0.16% | 0.12% | 527 | +1,217 | 28.95% | Q1 2026 | Apr 30, 2026 |
| Krilogy Financial LLC | History | Reduced | 5,431 | 271 | 0.01% | 0.01% | 525 | -1,058 | -16.3% | Q1 2026 | Apr 17, 2026 |
| Blue Capital, Inc. | History | Added to | 5,434 | 271 | 0.18% | 0.18% | 526 | +324 | 6.34% | Q1 2026 | Apr 24, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 5,356 | 268 | 0.01% | 0.01% | 529 | +637 | 13.5% | Q1 2026 | Apr 17, 2026 |
| Lantern Wealth Advisors, LLC | History | New | 5,328 | 266 | 0.14% | — | 531 | +5,328 | New | Q1 2026 | May 13, 2026 |
| Fulcrum Equity Management | History | Added to | 5,322 | 266 | 0.26% | 0.25% | 530 | +129 | 2.48% | Q1 2026 | Apr 02, 2026 |
| Strategies Wealth Advisors, LLC | History | New | 5,280 | 264 | 0.03% | — | 532 | +5,280 | New | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Planning Group, LLC | History | New | 5,142 | 257 | 0.09% | — | 533 | +5,142 | New | Q1 2026 | May 08, 2026 |
| Strategic Financial Planning, Inc. | History | New | 10,360 | 256 | 0.15% | — | 534 | +10,360 | New | Q1 2026 | May 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 5,108 | 255 | 0.05% | — | 535 | +5,108 | New | Q1 2026 | Apr 15, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 5,044 | 252 | 0.08% | 0.08% | 536 | -175 | -3.35% | Q1 2026 | Apr 13, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 5,033 | 251 | 0.05% | 0.05% | 537 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Balefire, LLC | History | New | 5,012 | 250 | 0.05% | — | 538 | +5,012 | New | Q1 2026 | May 07, 2026 |
| Brucke Financial, Inc. | History | Added to | 4,988 | 249 | 0.13% | 0.13% | 539 | +222 | 4.66% | Q1 2026 | Apr 10, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 4,950 | 247 | 0.08% | 0.08% | 540 | +196 | 4.12% | Q1 2026 | Apr 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 4,931 | 246 | 0.05% | 0.04% | 541 | +773 | 18.59% | Q1 2026 | May 14, 2026 |
| Quartz Partners, LLC | History | New | 4,881 | 244 | 0.09% | — | 543 | +4,881 | New | Q1 2026 | May 05, 2026 |
| Vantus Wealth LLC | History | No change | 4,899 | 244 | 0.18% | 0.18% | 542 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Stewardship Advisors, LLC | History | Added to | 4,868 | 243 | 0.06% | 0.05% | 544 | +251 | 5.44% | Q1 2026 | Apr 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 4,774 | 238 | 0.0% | 0.0% | 545 | +187 | 4.08% | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 4,733 | 236 | 0.0% | 0.0% | 546 | -458 | -8.82% | Q1 2026 | Apr 08, 2026 |
| Avant Financial Advisors LLC | History | No change | 4,679 | 234 | 0.16% | 0.17% | 547 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 4,662 | 233 | 0.07% | 0.07% | 548 | +125 | 2.76% | Q1 2026 | May 12, 2026 |
| Markin Asset Management, LP | History | Reduced | 4,639 | 232 | 0.25% | 0.33% | 549 | -1,389 | -23.04% | Q1 2026 | May 15, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 4,631 | 231 | 0.06% | 0.05% | 550 | +479 | 11.54% | Q1 2026 | Apr 09, 2026 |
| Accretive Wealth Partners, LLC | History | New | 4,593 | 229 | 0.06% | — | 551 | +4,593 | New | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,529 | 226 | 0.0% | 0.02% | 552 | -276,660 | -98.39% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 4,525 | 226 | 0.0% | — | 553 | +4,525 | New | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | New | 4,474 | 223 | 0.01% | — | 554 | +4,474 | New | Q1 2026 | May 15, 2026 |
| Western Financial Corp/CA | History | Reduced | 4,332 | 216 | 0.08% | 0.09% | 555 | -50 | -1.14% | Q1 2026 | Apr 22, 2026 |
| LongView Wealth Management | History | New | 4,285 | 214 | 0.05% | — | 557 | +4,285 | New | Q1 2026 | Apr 15, 2026 |
| GuidedMoney, LLC | History | New | 4,284 | 214 | 0.11% | — | 558 | +4,284 | New | Q1 2026 | May 05, 2026 |
| Family Investment Center, Inc. | History | Reduced | 4,290 | 214 | 0.04% | 0.05% | 556 | -504 | -10.51% | Q1 2026 | Apr 24, 2026 |
| IVC Wealth Advisors LLC | History | New | 4,275 | 213 | 0.09% | — | 559 | +4,275 | New | Q1 2026 | Apr 16, 2026 |
| Sound Income Strategies, LLC | History | Added to | 4,169 | 207 | 0.01% | 0.01% | 560 | +176 | 4.41% | Q1 2026 | Apr 27, 2026 |
| Glenview Trust Co | History | New | 4,133 | 206 | 0.0% | — | 561 | +4,133 | New | Q1 2026 | May 08, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | New | 4,132 | 206 | 0.37% | — | 562 | +4,132 | New | Q1 2026 | Apr 14, 2026 |
| Inscription Capital, LLC | History | New | 4,104 | 205 | 0.02% | — | 564 | +4,104 | New | Q1 2026 | Apr 20, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 4,108 | 205 | 0.01% | 0.01% | 563 | -321 | -7.25% | Q1 2026 | May 04, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 4,037 | 202 | 0.14% | 0.18% | 565 | -708 | -14.92% | Q1 2026 | Apr 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 4,002 | 200 | 0.0% | 0.0% | 566 | -100 | -2.44% | Q1 2026 | May 08, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 3,503 | 175 | 0.06% | 0.06% | 567 | +328 | 10.33% | Q1 2026 | Apr 28, 2026 |
| HOWE & RUSLING INC | History | New | 3,178 | 159 | 0.01% | — | 568 | +3,178 | New | Q1 2026 | Apr 28, 2026 |
| AlphaCore Capital LLC | History | Reduced | 2,990 | 149 | 0.0% | 0.0% | 569 | -161 | -5.11% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | No change | 2,905 | 145 | 0.01% | 0.01% | 570 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FMR LLC | History | Reduced | 2,769 | 138 | 0.0% | 0.0% | 571 | -3,622 | -56.67% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 2,341 | 117 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 2,265 | 113 | 0.05% | 0.05% | 573 | -98 | -4.15% | Q1 2026 | Apr 15, 2026 |
| Capital Advisor Network LLC | History | New | 2,143 | 107 | 0.13% | — | 574 | +2,143 | New | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,075 | 103 | 0.01% | 0.0% | 575 | +822 | 65.6% | Q1 2026 | Apr 14, 2026 |
| JPL Wealth Management, LLC | History | New | 2,001 | 100 | 0.02% | — | 577 | +2,001 | New | Q1 2026 | May 08, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 2,002 | 100 | 0.01% | 0.01% | 576 | +4 | 0.2% | Q1 2026 | Apr 21, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,936 | 96 | 0.0% | 0.0% | 579 | +469 | 31.97% | Q1 2026 | Apr 27, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,917 | 96 | 0.01% | 0.01% | 578 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| New Republic Capital, LLC | History | Added to | 1,778 | 88 | 0.03% | 0.02% | 581 | +45 | 2.6% | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,773 | 88 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 1,681 | 84 | 0.07% | 0.02% | 582 | +1,172 | 230.26% | Q1 2026 | May 11, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 1,326 | 66 | 0.05% | — | 584 | +1,326 | New | Q1 2026 | Apr 16, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 1,337 | 66 | 0.01% | 0.01% | 583 | +1 | 0.07% | Q1 2026 | May 20, 2026 |
| Fairway Wealth LLC | History | Reduced | 1,255 | 62 | 0.02% | 0.02% | 585 | -15 | -1.18% | Q1 2026 | Apr 23, 2026 |
| Opal Wealth Advisors, LLC | History | New | 1,192 | 59 | 0.01% | — | 586 | +1,192 | New | Q1 2026 | Apr 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,170 | 58 | 0.0% | 0.0% | 587 | +186 | 18.9% | Q1 2026 | May 08, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 1,050 | 52 | 0.02% | 0.02% | 588 | +111 | 11.82% | Q1 2026 | Apr 17, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 956 | 47 | 0.02% | 0.02% | 589 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Forum Finance Group S.A. | History | New | 1,150 | 46 | 0.02% | — | 590 | +1,150 | New | Q1 2026 | May 07, 2026 |
| Signature Equity Partners, LLC | History | Added to | 855 | 42 | 0.02% | 0.01% | 591 | +339 | 65.7% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 823 | 41 | 0.0% | 0.0% | 593 | +31 | 3.91% | Q1 2026 | May 01, 2026 |
| Kopp Family Office, LLC | History | No change | 839 | 41 | 0.03% | 0.03% | 592 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Y.D. More Investments Ltd | History | No change | 800 | 40 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wellington Grp LLC | History | New | 792 | 39 | 0.01% | — | 595 | +792 | New | Q1 2026 | May 22, 2026 |
| Fairscale Capital, LLC | History | New | 715 | 35 | 0.02% | — | 598 | +715 | New | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | Added to | 710 | 35 | 0.01% | 0.01% | 596 | +120 | 20.34% | Q1 2026 | May 04, 2026 |
| TFC Financial Management, Inc. | History | No change | 711 | 35 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 680 | 34 | 0.02% | 0.01% | 599 | +353 | 107.95% | Q1 2026 | May 01, 2026 |
| Caitlin John, LLC | History | Added to | 663 | 33 | 0.02% | 0.02% | 600 | +15 | 2.31% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 652 | 32 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 586 | 29 | 0.02% | 0.04% | 603 | -345 | -37.06% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 595 | 29 | 0.01% | 0.0% | 602 | +292 | 96.37% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 481 | 24 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 495 | 24 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Strive Financial Group ,LLC | History | No change | 471 | 24 | 0.01% | 0.01% | 606 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aventura Private Wealth, LLC | History | New | 455 | 22 | 0.01% | — | 608 | +455 | New | Q1 2026 | May 05, 2026 |
| Pacific Center for Financial Services | History | Reduced | 454 | 22 | 0.01% | 0.01% | 607 | -114 | -20.07% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 326 | 16 | 0.0% | 0.0% | 609 | -89 | -21.45% | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 301 | 15 | 0.0% | 0.0% | 610 | +221 | 276.25% | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 289 | 14 | 0.01% | 0.0% | 613 | +249 | 622.5% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 286 | 14 | 0.0% | 0.0% | 612 | +130 | 83.33% | Q1 2026 | May 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 285 | 14 | 0.0% | 0.0% | 611 | +14 | 5.17% | Q1 2026 | Apr 23, 2026 |
| SHP Wealth Management | History | Reduced | 271 | 13 | 0.0% | 0.0% | 615 | -146 | -35.01% | Q1 2026 | May 08, 2026 |
| Key Capital Management, INC | History | Added to | 260 | 13 | 0.01% | 0.01% | 616 | +30 | 13.04% | Q1 2026 | May 07, 2026 |
| Investors Research Corp | History | No change | 262 | 13 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 258 | 12 | 0.0% | 0.01% | 617 | -4,172 | -94.18% | Q1 2026 | Apr 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 235 | 11 | 0.0% | — | 619 | +235 | New | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 230 | 11 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 205 | 10 | 0.0% | — | 624 | +205 | New | Q1 2026 | May 01, 2026 |
| 10Elms LLP | History | New | 205 | 10 | 0.01% | — | 626 | +205 | New | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 203 | 10 | 0.0% | — | 625 | +203 | New | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 216 | 10 | 0.0% | 0.0% | 623 | +17 | 8.54% | Q1 2026 | May 15, 2026 |
| Financial Connections Group, Inc. | History | Added to | 203 | 10 | 0.0% | 0.0% | 621 | +1 | 0.5% | Q1 2026 | May 01, 2026 |
| Providence Capital Advisors, LLC | History | No change | 217 | 10 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nemes Rush Group LLC | History | No change | 212 | 10 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Financial Freedom, LLC | History | New | 190 | 9 | 0.0% | — | 630 | +190 | New | Q1 2026 | Apr 30, 2026 |
| Crewe Advisors LLC | History | Added to | 181 | 9 | 0.0% | — | 627 | +162 | 852.63% | Q1 2026 | May 07, 2026 |
| REAP Financial Group, LLC | History | No change | 185 | 9 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 193 | 9 | 0.0% | 0.01% | 629 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 168 | 8 | 0.0% | 0.0% | 631 | -322 | -65.71% | Q1 2026 | May 12, 2026 |
| Advocate Investing Services LLC | History | New | 176 | 8 | 0.01% | — | 633 | +176 | New | Q1 2026 | Apr 22, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 179 | 8 | 0.01% | 0.01% | 632 | +1 | 0.56% | Q1 2026 | Apr 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 152 | 7 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 122 | 6 | 0.0% | 0.0% | 635 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bell Investment Advisors, Inc | History | New | 104 | 5 | 0.0% | — | 639 | +104 | New | Q1 2026 | Apr 17, 2026 |
| Clarity Asset Management, Inc. | History | New | 100 | 5 | 0.0% | — | 638 | +100 | New | Q1 2026 | May 04, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 115 | 5 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bogart Wealth, LLC | History | No change | 109 | 5 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 63 | 3 | 0.0% | — | 642 | +63 | New | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MASECO LLP | History | No change | 65 | 3 | 0.0% | 0.0% | 641 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 45 | 2 | 0.0% | — | 650 | +45 | New | Q1 2026 | May 08, 2026 |
| Tidemark, LLC | History | New | 44 | 2 | 0.0% | — | 652 | +44 | New | Q1 2026 | May 07, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 41 | 2 | 0.0% | — | 651 | +41 | New | Q1 2026 | May 06, 2026 |
| CNB Bank | History | Reduced | 54 | 2 | 0.0% | 0.0% | 645 | -10 | -15.63% | Q1 2026 | May 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 53 | 2 | 0.0% | 0.0% | 646 | +5 | 10.42% | Q1 2026 | Apr 06, 2026 |
| Team Financial Group, LLC | History | Added to | 49 | 2 | 0.0% | 0.0% | 648 | +1 | 2.08% | Q1 2026 | May 01, 2026 |
| EASTERN BANK | History | No change | 54 | 2 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 55 | 2 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 647 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 649 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GGM Financial LLC | History | New | 39 | 1 | 0.0% | — | 661 | +39 | New | Q1 2026 | May 11, 2026 |
| Global Wealth Strategies & Associates | History | New | 32 | 1 | 0.0% | — | 660 | +32 | New | Q1 2026 | Apr 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 28 | 1 | 0.0% | — | 654 | +27 | 2700.0% | Q1 2026 | Apr 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 25 | 1 | 0.0% | — | 662 | +25 | New | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | New | 22 | 1 | 0.0% | — | 658 | +22 | New | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 20 | 1 | 0.0% | — | 657 | +20 | New | Q1 2026 | May 13, 2026 |
| Trust Co | History | New | 20 | 1 | 0.0% | — | 659 | +20 | New | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 653 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quaker Wealth Management, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 655 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 656 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,741,859 | -100.0% | Q1 2026 | May 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,432,000 | -100.0% | Q1 2026 | May 07, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -151,847 | -100.0% | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -131,450 | -100.0% | Q1 2026 | May 05, 2026 |
| Keel Point, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -70,600 | -100.0% | Q1 2026 | May 29, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -55,944 | -100.0% | Q1 2026 | May 12, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.97% | — | -54,461 | -100.0% | Q1 2026 | Apr 08, 2026 |
| EQ LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -42,083 | -100.0% | Q1 2026 | May 06, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -22,693 | -100.0% | Q1 2026 | May 01, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,295 | -100.0% | Q1 2026 | May 13, 2026 |
| MONECO ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,788 | -100.0% | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -11,545 | -100.0% | Q1 2026 | May 15, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Closed out | 0 | 0 | — | 0.42% | — | -9,688 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,309 | -100.0% | Q1 2026 | Apr 28, 2026 |
| UNIVEST FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -8,093 | -100.0% | Q1 2026 | May 01, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,907 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Emergent Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -7,176 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Town Capital LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -4,583 | -100.0% | Q1 2026 | Jun 04, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,487 | -100.0% | Q1 2026 | May 11, 2026 |
| Patrick Mauro Investment Advisor, INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -4,155 | -100.0% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,693 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,013 | -100.0% | Q1 2026 | May 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -1,482 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,298 | -100.0% | Q1 2026 | May 01, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -855 | -100.0% | Q1 2026 | May 04, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -547 | -100.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -385 | -100.0% | Q1 2026 | May 13, 2026 |
| Delos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -287 | -100.0% | Q1 2026 | May 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -273 | -100.0% | Q1 2026 | May 05, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -204 | -100.0% | Q1 2026 | May 13, 2026 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -194 | -100.0% | Q1 2026 | May 06, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 04, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | May 12, 2026 |
| Clark Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | Apr 13, 2026 |
| GHP Investment Advisors, Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 21, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Life Planners | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 24, 2026 |
| BARRETT & COMPANY, INC. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 04, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Root Financial Partners, LLC | History | Reduced | 4 | 0 | — | — | — | -7 | -63.64% | Q1 2026 | Apr 24, 2026 |
| North Ridge Wealth Advisors, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 4 | 0 | — | — | — | -2 | -33.33% | Q1 2026 | Apr 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 17, 2026 |
| Russell Investments Group, Ltd. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHELSEA COUNSEL CO | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Jun 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stephens Consulting, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Imprint Wealth LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Longview Financial Advisors LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| United Financial Planning Group LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |