iSHARES TRUST - MTUM
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 | 8,471,268 | 2,033,019 | 0.54% | 0.59% | 1 | +587,961 | 7.46% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,388,874 | 2,013,245 | 2.98% | 2.99% | 2 | +563,984 | 7.21% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 5,483,464 | 1,315,976 | 0.07% | 0.06% | 3 | +726,192 | 15.26% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 3,366,370 | 807,895 | 0.21% | 0.23% | 4 | +74,513 | 2.26% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,281,064 | 787,422 | 0.24% | 0.25% | 5 | +65,090 | 2.02% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 3,082,019 | 739,654 | 0.04% | 0.04% | 6 | +227,399 | 7.97% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 1,623,570 | 389,640 | 0.01% | 0.01% | 7 | +27,128 | 1.7% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,367,576 | 328,183 | 0.08% | 0.08% | 8 | -7,841 | -0.57% | Q1 2026 | May 15, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 1,340,090 | 321,608 | 1.7% | 1.57% | 9 | +52,800 | 4.1% | Q1 2026 | May 04, 2026 |
| Blue Trust, Inc. | History | Added to | 1,274,963 | 305,978 | 3.5% | 3.51% | 10 | +32,573 | 2.62% | Q1 2026 | Apr 20, 2026 |
| Cerity Partners LLC | History | Added to | 1,183,078 | 283,927 | 0.4% | 0.42% | 11 | +26,724 | 2.31% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 1,174,251 | 281,808 | 0.57% | 0.77% | 12 | -328,158 | -21.84% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,169,637 | 280,701 | 0.02% | 0.02% | 13 | -89,180 | -7.08% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 1,149,067 | 275,764 | 0.72% | 0.77% | 14 | +7,642 | 0.67% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,144,110 | 264,026 | 0.02% | 0.02% | 15 | -6,974 | -0.61% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 974,018 | 233,607 | 0.33% | 0.3% | 16 | -1,074,899 | -52.46% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 960,399 | 230,486 | 3.98% | 4.34% | 17 | -13,778 | -1.41% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 845,066 | 202,807 | 0.04% | 0.04% | 18 | +399 | 0.05% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 722,484 | 173,389 | 1.35% | 1.51% | 19 | +11,461 | 1.61% | Q1 2026 | Apr 07, 2026 |
| UBS Group AG | History | Reduced | 711,360 | 170,719 | 0.03% | 0.03% | 20 | -62,193 | -8.04% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 706,374 | 169,522 | 0.94% | 0.63% | 21 | -14,668 | -2.03% | Q1 2026 | Apr 29, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 683,699 | 164,080 | 3.54% | 3.74% | 22 | +7,238 | 1.07% | Q1 2026 | Apr 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 614,259 | 151,015 | 0.31% | 0.34% | 23 | -367,248 | -37.42% | Q1 2026 | Apr 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 626,007 | 150,235 | 0.42% | 0.42% | 24 | -68,442 | -9.86% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 611,551 | 146,766 | 0.16% | 0.17% | 25 | +4,261 | 0.7% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 601,408 | 144,332 | 0.36% | 0.33% | 26 | +28,887 | 5.05% | Q1 2026 | Apr 22, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 520,000 | 124,794 | 0.92% | — | 27 | +520,000 | New | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 507,713 | 121,845 | 0.02% | 0.02% | 28 | +26,884 | 5.59% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 496,348 | 119,118 | 0.02% | 0.01% | 29 | +351,301 | 242.2% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 481,997 | 115,674 | 0.07% | 0.07% | 30 | -21,562 | -4.28% | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 440,369 | 105,684 | 1.31% | 1.31% | 31 | +39,967 | 9.98% | Q1 2026 | May 11, 2026 |
| Symmetry Partners, LLC | History | Added to | 435,693 | 104,562 | 5.97% | 6.17% | 32 | +19,127 | 4.59% | Q1 2026 | Apr 27, 2026 |
| Bank of New York Mellon Corp | History | Added to | 424,939 | 101,981 | 0.02% | 0.02% | 33 | +40,666 | 10.58% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 422,147 | 101,311 | 0.99% | 0.99% | 34 | +19,152 | 4.75% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Reduced | 401,793 | 96,426 | 0.47% | 0.61% | 35 | -25,259 | -5.91% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 384,032 | 92,163 | 0.06% | 0.06% | 36 | +19,811 | 5.44% | Q1 2026 | May 07, 2026 |
| Arizona PSPRS Trust | History | Added to | 361,375 | 86,726 | 3.19% | 3.33% | 37 | +324 | 0.09% | Q1 2026 | Apr 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 358,564 | 86,048 | 0.15% | 0.11% | 38 | +133,085 | 59.02% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 357,531 | 85,803 | 0.01% | 0.01% | 39 | -12,305 | -3.33% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 345,340 | 82,878 | 0.62% | 0.61% | 40 | +41,706 | 13.74% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 341,254 | 81,897 | 0.11% | 0.14% | 41 | -65,438 | -16.09% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 332,532 | 79,805 | 0.07% | 0.07% | 42 | +17,297 | 5.49% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 324,536 | 77,962 | 0.11% | 0.13% | 43 | -17,340 | -5.07% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 324,160 | 77,795 | 0.01% | 0.01% | 44 | +23,962 | 7.98% | Q1 2026 | May 15, 2026 |
| Foster Group, Inc. | History | Added to | 317,760 | 76,259 | 2.27% | 2.33% | 45 | +9,425 | 3.06% | Q1 2026 | Apr 13, 2026 |
| High Probability Advisors, LLC | History | Reduced | 314,322 | 75,434 | 9.65% | 10.74% | 46 | -7,442 | -2.31% | Q1 2026 | Apr 10, 2026 |
| JB Capital LLC | History | Added to | 285,999 | 68,636 | 2.77% | 2.83% | 47 | +9,075 | 3.28% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Reduced | 252,646 | 60,632 | 0.03% | 0.06% | 48 | -250,306 | -49.77% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 242,941 | 58,303 | 0.32% | 0.32% | 49 | +9,100 | 3.89% | Q1 2026 | May 05, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 225,567 | 54,133 | 2.58% | 2.6% | 50 | +3,056 | 1.37% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 225,408 | 54,096 | 0.14% | 0.14% | 51 | +18,595 | 8.99% | Q1 2026 | Apr 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 214,260 | 51,493 | 0.32% | 0.32% | 52 | +2,055 | 0.97% | Q1 2026 | May 15, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 212,578 | 51,016 | 8.36% | 8.92% | 53 | +456 | 0.21% | Q1 2026 | Apr 21, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 201,441 | 48,343 | 2.14% | 1.98% | 54 | +12,572 | 6.66% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 203,336 | 47,938 | 0.02% | 0.03% | 55 | +25,382 | 14.26% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 185,846 | 44,601 | 0.16% | 0.17% | 56 | -7,157 | -3.71% | Q1 2026 | Apr 24, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 180,808 | 43,392 | 2.67% | 2.96% | 57 | +4,911 | 2.79% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 164,221 | 39,411 | 0.05% | 0.05% | 58 | +4,623 | 2.9% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 161,287 | 38,707 | 0.31% | 0.36% | 59 | +38,759 | 31.63% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 157,268 | 37,742 | 0.07% | 0.07% | 60 | +2,208 | 1.42% | Q1 2026 | May 14, 2026 |
| Sanchez Wealth Management Group | History | Added to | 155,489 | 37,315 | 8.07% | 8.11% | 61 | +3,936 | 2.6% | Q1 2026 | Apr 29, 2026 |
| Lido Advisors, LLC | History | Added to | 155,224 | 37,252 | 0.11% | 0.12% | 62 | +2,157 | 1.41% | Q1 2026 | May 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 155,163 | 37,237 | 0.32% | 0.36% | 63 | -11,529 | -6.92% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Added to | 146,280 | 35,105 | 0.39% | 0.38% | 64 | +11,527 | 8.55% | Q1 2026 | May 05, 2026 |
| Apella Capital, LLC | History | Reduced | 125,583 | 34,467 | 0.51% | 0.66% | 65 | -7,354 | -5.53% | Q1 2026 | Apr 20, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 141,946 | 34,065 | 1.51% | 1.57% | 66 | +2,609 | 1.87% | Q1 2026 | Apr 09, 2026 |
| Mullooly Asset Management, Inc. | History | Reduced | 137,593 | 33,024 | 12.19% | 12.86% | 67 | -2,831 | -2.02% | Q1 2026 | May 07, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 132,730 | 31,853 | 2.05% | 2.15% | 68 | -1,109 | -0.83% | Q1 2026 | Apr 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 132,677 | 31,841 | 0.17% | 0.21% | 69 | +11,692 | 9.66% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 127,082 | 30,498 | 1.18% | 1.25% | 70 | -6,606 | -4.94% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 125,877 | 30,209 | 0.16% | 0.19% | 71 | -4,263 | -3.28% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 125,199 | 30,046 | 0.02% | — | 72 | +125,199 | New | Q1 2026 | May 15, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 124,002 | 29,759 | 11.79% | 11.73% | 73 | -2,672 | -2.11% | Q1 2026 | Apr 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 115,983 | 27,834 | 0.74% | 0.8% | 74 | +16,746 | 16.87% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Reduced | 113,868 | 27,327 | 0.09% | 0.09% | 75 | -1,793 | -1.55% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 110,260 | 26,461 | 0.32% | 0.37% | 76 | +5,163 | 4.91% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 104,787 | 25,147 | 0.1% | 0.11% | 77 | -1,062 | -1.0% | Q1 2026 | Apr 30, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 103,782 | 24,906 | 1.42% | 1.46% | 78 | +6,094 | 6.24% | Q1 2026 | Apr 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 102,208 | 24,530 | 0.03% | 0.01% | 79 | +66,433 | 185.7% | Q1 2026 | May 05, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 86,036 | 23,893 | 1.55% | 1.28% | 80 | +9,312 | 12.14% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 100,243 | 23,804 | 0.05% | 0.04% | 81 | +3,230 | 3.33% | Q1 2026 | May 01, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 97,295 | 23,349 | 0.13% | 0.14% | 82 | -1,547 | -1.57% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 97,086 | 23,299 | 0.0% | 0.0% | 83 | -24,295 | -20.02% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 96,834 | 23,239 | 0.03% | 0.03% | 84 | -5,553 | -5.42% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 94,000 | 22,559 | 0.26% | 0.08% | 85 | +68,817 | 273.27% | Q1 2026 | May 08, 2026 |
| Convergence Financial, LLC | History | Added to | 88,345 | 21,367 | 2.27% | 3.06% | 86 | +4,507 | 5.38% | Q1 2026 | May 11, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 88,196 | 21,166 | 3.31% | 3.65% | 87 | -4,103 | -4.45% | Q1 2026 | Apr 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 84,687 | 20,324 | 0.03% | 0.04% | 88 | -14,141 | -14.31% | Q1 2026 | May 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 81,997 | 19,678 | 0.49% | 0.53% | 89 | +1,347 | 1.67% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 77,857 | 18,684 | 0.09% | 0.09% | 90 | -473 | -0.6% | Q1 2026 | Apr 24, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 77,484 | 18,595 | 0.57% | 0.66% | 91 | -3,095 | -3.84% | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 76,064 | 18,254 | 0.37% | 0.34% | 92 | +9,060 | 13.52% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 75,993 | 18,237 | 0.21% | 0.23% | 93 | +314 | 0.41% | Q1 2026 | Apr 23, 2026 |
| Straight Path Wealth Management | History | Added to | 75,912 | 18,218 | 4.87% | 4.87% | 94 | +3,717 | 5.15% | Q1 2026 | Apr 22, 2026 |
| Glenview Trust Co | History | Reduced | 74,224 | 17,813 | 0.28% | 0.29% | 95 | -524 | -0.7% | Q1 2026 | May 08, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 70,208 | 16,849 | 6.19% | 6.49% | 96 | -141 | -0.2% | Q1 2026 | Apr 17, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 69,141 | 16,593 | 3.61% | 3.98% | 97 | -171 | -0.25% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 67,722 | 16,252 | 0.01% | 0.01% | 98 | +2,710 | 4.17% | Q1 2026 | May 12, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 66,962 | 16,070 | 1.76% | 3.14% | 99 | -7,360 | -9.9% | Q1 2026 | May 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 66,172 | 15,880 | 0.29% | 0.31% | 100 | -2,645 | -3.84% | Q1 2026 | May 07, 2026 |
| Sharkey, Howes & Javer | History | Added to | 65,955 | 15,828 | 2.13% | 1.99% | 101 | +3,489 | 5.59% | Q1 2026 | Apr 08, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 65,890 | 15,812 | 0.85% | 0.95% | 102 | -3,476 | -5.01% | Q1 2026 | May 06, 2026 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | History | New | 65,000 | 15,599 | 1.71% | — | 103 | +65,000 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 63,969 | 15,351 | 0.08% | 0.09% | 104 | -3,662 | -5.41% | Q1 2026 | May 08, 2026 |
| Stone House Investment Management, LLC | History | Added to | 62,787 | 15,068 | 2.7% | 2.29% | 105 | +3,745 | 6.34% | Q1 2026 | Apr 22, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 62,582 | 15,019 | 1.42% | 1.4% | 106 | +2,221 | 3.68% | Q1 2026 | May 11, 2026 |
| NorthRock Partners, LLC | History | Added to | 62,429 | 14,982 | 0.24% | 0.24% | 107 | +4,717 | 8.17% | Q1 2026 | May 15, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 61,587 | 14,780 | 1.26% | 1.35% | 108 | -2,612 | -4.07% | Q1 2026 | May 05, 2026 |
| CFO4Life Group, LLC | History | Reduced | 60,865 | 14,607 | 2.23% | 2.18% | 109 | -360 | -0.59% | Q1 2026 | May 11, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 59,715 | 14,331 | 1.86% | 1.84% | 110 | +2,251 | 3.92% | Q1 2026 | May 07, 2026 |
| CPC Advisors, LLC | History | Reduced | 58,268 | 13,983 | 2.27% | 1.82% | 111 | -13,916 | -19.28% | Q1 2026 | Apr 16, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 58,189 | 13,964 | 2.63% | 2.36% | 112 | +8,556 | 17.24% | Q1 2026 | Apr 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 56,149 | 13,475 | 0.1% | 0.11% | 113 | -18 | -0.03% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 54,152 | 12,995 | 0.02% | 0.0% | 114 | +44,452 | 458.27% | Q1 2026 | May 15, 2026 |
| Summit Wealth Group, LLC | History | Added to | 53,142 | 12,753 | 2.93% | 3.1% | 115 | +151 | 0.28% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 50,952 | 12,752 | 0.08% | 0.08% | 116 | +6,293 | 14.09% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 52,689 | 12,644 | 0.0% | 0.0% | 117 | +14,021 | 36.26% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 51,988 | 12,476 | 0.29% | 0.5% | 118 | +10,375 | 24.93% | Q1 2026 | Apr 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 51,658 | 12,397 | 0.02% | — | 119 | +51,658 | New | Q1 2026 | May 15, 2026 |
| High Falls Advisors, Inc | History | No change | 49,463 | 12,381 | 2.51% | 2.51% | 120 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| &PARTNERS | History | Reduced | 51,301 | 12,310 | 0.06% | 0.07% | 121 | -102 | -0.2% | Q1 2026 | May 15, 2026 |
| Well Done, LLC | History | Reduced | 51,056 | 12,252 | 1.8% | 1.97% | 122 | -1,705 | -3.23% | Q1 2026 | Apr 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 50,939 | 12,224 | 0.1% | 0.11% | 123 | -8,864 | -14.82% | Q1 2026 | May 13, 2026 |
| Stokes Family Office, LLC | History | Reduced | 49,474 | 11,873 | 1.23% | 1.22% | 124 | -3,712 | -6.98% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 48,550 | 11,651 | 0.55% | 0.46% | 125 | +8,400 | 20.92% | Q1 2026 | May 18, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 40,975 | 11,308 | 0.25% | 0.26% | 126 | -144 | -0.35% | Q1 2026 | May 04, 2026 |
| PAX Financial Group, LLC | History | Added to | 46,025 | 11,045 | 1.88% | 1.74% | 127 | +5,683 | 14.09% | Q1 2026 | Apr 27, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 45,160 | 10,837 | 0.93% | 0.81% | 128 | +7,487 | 19.87% | Q1 2026 | Apr 07, 2026 |
| Trek Financial, LLC | History | Added to | 44,469 | 10,672 | 0.57% | 0.59% | 129 | +4,036 | 9.98% | Q1 2026 | May 13, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 44,466 | 10,671 | 2.14% | 0.46% | 130 | +36,416 | 452.37% | Q1 2026 | Apr 23, 2026 |
| Opes Wealth Management LLC | History | Reduced | 43,877 | 10,530 | 1.73% | 1.8% | 131 | -155 | -0.35% | Q1 2026 | Apr 28, 2026 |
| Strategic Blueprint, LLC | History | Added to | 43,856 | 10,525 | 0.61% | 0.61% | 132 | +2,468 | 5.96% | Q1 2026 | Apr 29, 2026 |
| Keystone Financial Services | History | Added to | 43,444 | 10,426 | 3.06% | 2.16% | 133 | +14,911 | 52.26% | Q1 2026 | May 06, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 43,168 | 10,360 | 0.4% | 0.37% | 134 | +30,041 | 228.85% | Q1 2026 | May 15, 2026 |
| Kelly Financial Services LLC | History | Added to | 42,601 | 10,185 | 2.46% | 2.53% | 135 | +2,336 | 5.8% | Q1 2026 | Apr 13, 2026 |
| Keystone Financial Group | History | Added to | 41,581 | 10,079 | 0.69% | 0.7% | 136 | +3,744 | 9.9% | Q1 2026 | May 13, 2026 |
| Royal Fund Management, LLC | History | Reduced | 41,866 | 10,070 | 0.96% | 0.98% | 137 | -1,154 | -2.68% | Q1 2026 | May 19, 2026 |
| Trilogy Capital Inc. | History | Reduced | 41,250 | 9,899 | 0.44% | 0.5% | 138 | -3,799 | -8.43% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 40,018 | 9,814 | 0.09% | 0.11% | 139 | -57 | -0.14% | Q1 2026 | Apr 07, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 40,787 | 9,788 | 1.74% | 1.95% | 140 | -509 | -1.23% | Q1 2026 | Apr 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 40,259 | 9,661 | 0.12% | 0.11% | 141 | +4,106 | 11.36% | Q1 2026 | Apr 20, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 40,113 | 9,626 | 0.96% | 0.95% | 142 | +1,912 | 5.01% | Q1 2026 | Apr 30, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 39,723 | 9,533 | 4.45% | 4.56% | 143 | +1,670 | 4.39% | Q1 2026 | Apr 24, 2026 |
| Quantinno Capital Management LP | History | Reduced | 39,279 | 9,426 | 0.02% | 0.02% | 144 | -34 | -0.09% | Q1 2026 | May 15, 2026 |
| Meredith Wealth Planning | History | Reduced | 38,675 | 9,281 | 2.51% | 6.34% | 145 | -46,373 | -54.53% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 38,641 | 9,273 | 0.1% | 0.18% | 146 | -15,381 | -28.47% | Q1 2026 | May 15, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 38,563 | 9,254 | 1.77% | 1.81% | 147 | +822 | 2.18% | Q1 2026 | May 01, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 38,474 | 9,233 | 1.15% | 0.97% | 148 | +8,331 | 27.64% | Q1 2026 | May 12, 2026 |
| Regal Investment Advisors LLC | History | Added to | 38,459 | 9,229 | 0.53% | 0.54% | 149 | +2,704 | 7.56% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 37,597 | 9,022 | 0.0% | 0.0% | 150 | +9,434 | 33.5% | Q1 2026 | May 15, 2026 |
| TSFG, LLC | History | Added to | 37,552 | 9,012 | 1.37% | 1.32% | 151 | +2,133 | 6.02% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 35,226 | 8,817 | 0.16% | 0.16% | 152 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 36,487 | 8,756 | 0.07% | 0.07% | 153 | -1,588 | -4.17% | Q1 2026 | May 11, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 36,347 | 8,722 | 2.69% | 2.67% | 154 | +1,013 | 2.87% | Q1 2026 | Apr 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 31,398 | 8,719 | 0.16% | 0.24% | 155 | +11,278 | 56.05% | Q1 2026 | May 01, 2026 |
| Brookstone Capital Management | History | Reduced | 36,261 | 8,702 | 0.1% | 0.11% | 156 | -2,265 | -5.88% | Q1 2026 | Apr 16, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 37,396 | 8,629 | 5.94% | 3.08% | 157 | +4,664 | 14.25% | Q1 2026 | Apr 24, 2026 |
| SWMG, LLC | History | Added to | 35,642 | 8,553 | 2.44% | 2.4% | 158 | +1,521 | 4.46% | Q1 2026 | Apr 24, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 35,437 | 8,504 | 0.05% | 0.04% | 159 | +8,610 | 32.09% | Q1 2026 | May 05, 2026 |
| Claris Financial LLC | History | Reduced | 35,039 | 8,408 | 4.6% | 4.71% | 160 | -332 | -0.94% | Q1 2026 | May 18, 2026 |
| Vise Technologies, Inc. | History | No change | 33,360 | 8,350 | 0.16% | 0.16% | 161 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Elevated Financial Group LLC | History | Added to | 34,457 | 8,269 | 2.69% | 2.27% | 162 | +8,254 | 31.5% | Q1 2026 | May 11, 2026 |
| Financial Architects, LLC | History | Added to | 33,835 | 8,120 | 4.28% | 4.42% | 163 | +1,010 | 3.08% | Q1 2026 | Apr 21, 2026 |
| Legacy Financial Group LLC | History | Added to | 33,679 | 8,082 | 1.02% | 0.98% | 164 | +1,485 | 4.61% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | New | 33,587 | 8,060 | 0.02% | — | 165 | +33,587 | New | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 33,383 | 8,011 | 0.09% | 0.15% | 166 | -18,785 | -36.01% | Q1 2026 | Apr 20, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 33,008 | 7,921 | 0.54% | 0.55% | 167 | +445 | 1.37% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 32,976 | 7,913 | 0.13% | 0.13% | 168 | +1,116 | 3.5% | Q1 2026 | Apr 27, 2026 |
| Csenge Advisory Group | History | Added to | 32,911 | 7,898 | 0.36% | 0.36% | 169 | +880 | 2.75% | Q1 2026 | Apr 30, 2026 |
| Modern Wealth Management, LLC | History | Added to | 31,785 | 7,795 | 0.13% | 0.1% | 170 | +9,864 | 45.0% | Q1 2026 | May 14, 2026 |
| Tacita Capital Inc | History | Reduced | 32,220 | 7,732 | 4.58% | 4.75% | 171 | -511 | -1.56% | Q1 2026 | May 07, 2026 |
| Rothschild Wealth LLC | History | Added to | 32,146 | 7,714 | 0.7% | 0.7% | 172 | +2,879 | 9.84% | Q1 2026 | May 06, 2026 |
| Vident Advisory, LLC | History | Added to | 31,544 | 7,570 | 0.06% | 0.06% | 173 | +6,248 | 24.7% | Q1 2026 | May 14, 2026 |
| Kilter Group LLC | History | Added to | 31,511 | 7,562 | 3.26% | 3.24% | 174 | +2,151 | 7.33% | Q1 2026 | May 14, 2026 |
| Brickley Wealth Management | History | No change | 31,458 | 7,549 | 1.29% | 1.33% | 175 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capital Planning LLC | History | Reduced | 30,536 | 7,328 | 2.38% | 2.35% | 176 | -2,601 | -7.85% | Q1 2026 | Apr 29, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 30,341 | 7,283 | 0.5% | 0.67% | 177 | -445 | -1.45% | Q1 2026 | May 18, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 30,169 | 7,240 | 0.98% | 1.0% | 178 | +692 | 2.35% | Q1 2026 | Apr 08, 2026 |
| PW Nova Financial Services LLC | History | Reduced | 29,883 | 7,171 | 1.8% | 2.87% | 179 | -74 | -0.25% | Q1 2026 | Apr 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 29,794 | 7,150 | 0.71% | 0.77% | 180 | -1,733 | -5.5% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 29,309 | 7,033 | 0.63% | 0.37% | 181 | +16,461 | 128.12% | Q1 2026 | May 12, 2026 |
| Dorsey Wright & Associates | History | Added to | 29,213 | 7,010 | 0.87% | 0.64% | 182 | +17,426 | 147.84% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 29,158 | 6,997 | 0.11% | 0.18% | 183 | -5,627 | -16.18% | Q1 2026 | May 15, 2026 |
| Haverford Trust Co | History | Added to | 28,972 | 6,952 | 0.06% | 0.06% | 184 | +3,437 | 13.46% | Q1 2026 | May 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 28,968 | 6,951 | 0.11% | 0.12% | 185 | +1,112 | 3.99% | Q1 2026 | Apr 22, 2026 |
| CHOREO, LLC | History | Reduced | 28,774 | 6,908 | 0.08% | 0.09% | 186 | -716 | -2.43% | Q1 2026 | May 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 24,107 | 6,845 | 0.54% | 0.46% | 187 | +2,992 | 14.17% | Q1 2026 | May 01, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 28,490 | 6,843 | 0.55% | 0.62% | 188 | -2,851 | -9.1% | Q1 2026 | May 15, 2026 |
| Invst, LLC | History | Reduced | 27,256 | 6,541 | 0.74% | 0.78% | 189 | -1,332 | -4.66% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 27,051 | 6,492 | 0.15% | 0.14% | 190 | +2,217 | 8.93% | Q1 2026 | May 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 27,030 | 6,486 | 1.68% | 1.69% | 191 | +1,124 | 4.34% | Q1 2026 | Apr 14, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 27,018 | 6,483 | 1.34% | 1.53% | 192 | -1,490 | -5.23% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 26,597 | 6,383 | 0.09% | 0.05% | 193 | +14,137 | 113.46% | Q1 2026 | May 13, 2026 |
| WealthShield Partners, LLC | History | Added to | 26,550 | 6,371 | 0.71% | 0.71% | 194 | +666 | 2.57% | Q1 2026 | May 01, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 26,529 | 6,366 | 0.17% | 0.13% | 195 | +6,837 | 34.72% | Q1 2026 | May 14, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 26,214 | 6,291 | 1.58% | 1.64% | 196 | +551 | 2.15% | Q1 2026 | May 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 26,209 | 6,289 | 0.3% | 0.34% | 197 | -2,295 | -8.05% | Q1 2026 | Apr 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 25,046 | 6,269 | 0.3% | 0.29% | 198 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| VestGen Advisors, LLC | History | Added to | 20,488 | 6,212 | 0.17% | 0.11% | 199 | +9,914 | 93.76% | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 25,716 | 6,171 | 0.71% | 0.72% | 200 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 25,404 | 6,096 | 1.24% | 1.16% | 201 | +2,798 | 12.38% | Q1 2026 | Apr 13, 2026 |
| Claro Advisors Inc. | History | Added to | 25,147 | 6,034 | 0.73% | 0.82% | 202 | +1,036 | 4.3% | Q1 2026 | Apr 21, 2026 |
| Sound Portfolio Advisors, LLC | History | Added to | 25,099 | 6,023 | 4.89% | 5.23% | 203 | +209 | 0.84% | Q1 2026 | May 04, 2026 |
| Unison Advisors LLC | History | Added to | 24,966 | 5,991 | 0.45% | 0.53% | 204 | +695 | 2.86% | Q1 2026 | Apr 28, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 24,938 | 5,984 | 0.02% | 0.02% | 205 | +5,123 | 25.85% | Q1 2026 | May 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 24,460 | 5,870 | 0.42% | 0.43% | 206 | +447 | 1.86% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 24,322 | 5,836 | 0.18% | 0.21% | 207 | -1,844 | -7.05% | Q1 2026 | Apr 27, 2026 |
| RHS Financial, LLC | History | Reduced | 24,265 | 5,823 | 2.76% | 3.24% | 208 | -2,274 | -8.57% | Q1 2026 | Apr 28, 2026 |
| Forefront Analytics, LLC | History | Reduced | 24,234 | 5,815 | 5.29% | 11.19% | 209 | -26,412 | -52.15% | Q1 2026 | May 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 23,048 | 5,769 | 0.45% | 0.45% | 210 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 23,853 | 5,724 | 0.01% | 0.03% | 211 | -76,685 | -76.27% | Q1 2026 | May 14, 2026 |
| Avant Capital LLC | History | Reduced | 23,760 | 5,702 | 4.01% | 4.25% | 212 | -989 | -4.0% | Q1 2026 | May 12, 2026 |
| 360 Financial, Inc. | History | Reduced | 23,665 | 5,679 | 1.71% | 1.82% | 213 | -379 | -1.58% | Q1 2026 | May 07, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 23,482 | 5,635 | 2.02% | 2.03% | 214 | +943 | 4.18% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 23,430 | 5,623 | 0.15% | 0.14% | 215 | +3,382 | 16.87% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 23,332 | 5,599 | 0.03% | 0.02% | 216 | +7,254 | 45.12% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 23,081 | 5,539 | 0.19% | 0.12% | 217 | +881 | 3.97% | Q1 2026 | Apr 23, 2026 |
| Indivisible Partners | History | Added to | 22,054 | 5,292 | 0.47% | 0.25% | 218 | +12,781 | 137.83% | Q1 2026 | Apr 30, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 21,748 | 5,219 | 0.01% | 0.01% | 219 | +4,257 | 24.34% | Q1 2026 | May 14, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 21,178 | 5,082 | 1.12% | 1.05% | 220 | +1,232 | 6.18% | Q1 2026 | Apr 15, 2026 |
| Peak Wealth Management LLC | History | Added to | 21,169 | 5,080 | 4.17% | 4.08% | 221 | +1,683 | 8.64% | Q1 2026 | Apr 14, 2026 |
| Allworth Financial LP | History | Added to | 20,926 | 5,022 | 0.02% | 0.02% | 222 | +66 | 0.32% | Q1 2026 | May 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 20,457 | 4,909 | 0.14% | 0.11% | 223 | +4,250 | 26.22% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 20,409 | 4,897 | 0.3% | 0.22% | 224 | +1,797 | 9.66% | Q1 2026 | Apr 28, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 20,335 | 4,880 | 0.43% | 0.47% | 225 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 20,156 | 4,837 | 0.19% | 0.13% | 226 | +4,402 | 27.94% | Q1 2026 | May 15, 2026 |
| Archer Investment Management, LLC | History | Added to | 20,091 | 4,821 | 2.03% | 0.73% | 227 | +14,677 | 271.09% | Q1 2026 | Apr 08, 2026 |
| Keebeck Wealth Management | History | Added to | 20,032 | 4,807 | 0.54% | 0.5% | 228 | +2,555 | 14.62% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 19,589 | 4,701 | 0.01% | 0.0% | 229 | +18,630 | 1942.65% | Q1 2026 | May 01, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 19,436 | 4,664 | 3.01% | 2.95% | 230 | +973 | 5.27% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 19,298 | 4,631 | 0.06% | 0.06% | 231 | +2,453 | 14.56% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 18,417 | 4,610 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 18,577 | 4,601 | 0.5% | — | 234 | +18,577 | New | Q1 2026 | Apr 10, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 16,203 | 4,601 | 0.76% | 0.66% | 233 | +915 | 5.99% | Q1 2026 | May 08, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 19,058 | 4,573 | 1.53% | 1.88% | 235 | -3,559 | -15.74% | Q1 2026 | May 05, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 18,919 | 4,540 | 2.28% | 2.31% | 236 | -41 | -0.22% | Q1 2026 | May 11, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 18,880 | 4,530 | 2.8% | 2.83% | 237 | -153 | -0.8% | Q1 2026 | May 12, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 18,790 | 4,509 | 2.57% | — | 238 | +18,790 | New | Q1 2026 | May 11, 2026 |
| Bellwether Advisors, LLC | History | Added to | 18,644 | 4,474 | 0.76% | 0.74% | 239 | +85 | 0.46% | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 18,596 | 4,463 | 0.17% | 0.23% | 240 | -5,613 | -23.19% | Q1 2026 | May 14, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 18,479 | 4,434 | 0.13% | 0.12% | 241 | +3,028 | 19.6% | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 18,263 | 4,382 | 0.16% | 0.17% | 242 | +3,810 | 26.36% | Q1 2026 | May 19, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 18,145 | 4,354 | 1.1% | 1.12% | 243 | +3,197 | 21.39% | Q1 2026 | May 08, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 18,108 | 4,345 | 3.3% | 3.34% | 244 | -108 | -0.59% | Q1 2026 | May 08, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 17,795 | 4,270 | 0.66% | 0.65% | 245 | +1,915 | 12.06% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 17,733 | 4,255 | 0.09% | 0.11% | 246 | -1,099 | -5.84% | Q1 2026 | Apr 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 17,681 | 4,243 | 0.0% | 0.04% | 247 | -293,747 | -94.32% | Q1 2026 | May 12, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 17,621 | 4,228 | 1.8% | 1.62% | 248 | +1,799 | 11.37% | Q1 2026 | May 08, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 17,324 | 4,157 | 1.61% | 1.08% | 249 | +8,396 | 94.04% | Q1 2026 | Apr 22, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 14,766 | 4,145 | 0.57% | 0.54% | 250 | +402 | 2.8% | Q1 2026 | Apr 28, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | Added to | 17,233 | 4,135 | 2.4% | 2.22% | 251 | +1,108 | 6.87% | Q1 2026 | May 01, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 17,200 | 4,127 | 0.24% | 0.24% | 252 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| 5T Wealth, LLC | History | Added to | 17,066 | 4,095 | 1.62% | 1.59% | 253 | +1,131 | 7.1% | Q1 2026 | Apr 13, 2026 |
| RoundAngle Advisors LLC | History | Added to | 17,030 | 4,087 | 3.05% | 3.07% | 254 | +180 | 1.07% | Q1 2026 | Apr 08, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 16,907 | 4,057 | 0.31% | 0.29% | 255 | +1,665 | 10.92% | Q1 2026 | Apr 08, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 16,876 | 4,049 | 2.21% | 2.19% | 256 | -1,123 | -6.24% | Q1 2026 | May 11, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 16,770 | 4,024 | 2.75% | 2.95% | 257 | +88 | 0.53% | Q1 2026 | May 08, 2026 |
| SIG BROKERAGE, LP | History | Added to | 16,639 | 3,993 | 0.11% | 0.09% | 258 | +4,826 | 40.85% | Q1 2026 | May 15, 2026 |
| Audent Global Asset Management, LLC | History | Reduced | 10,675 | 3,965 | 3.96% | 8.78% | 259 | -44,748 | -80.74% | Q1 2026 | May 06, 2026 |
| True Vision MN LLC | History | Added to | 16,478 | 3,954 | 2.04% | 1.92% | 260 | +1,349 | 8.92% | Q1 2026 | Apr 16, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 16,380 | 3,931 | 3.3% | 3.45% | 261 | -325 | -1.95% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 16,281 | 3,907 | 0.11% | 0.12% | 262 | -761 | -4.47% | Q1 2026 | May 04, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 16,210 | 3,890 | 1.12% | 1.01% | 263 | +2,091 | 14.81% | Q1 2026 | May 14, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 16,035 | 3,848 | 2.46% | 2.69% | 264 | +234 | 1.48% | Q1 2026 | Apr 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 15,945 | 3,826 | 0.09% | 0.09% | 265 | +500 | 3.24% | Q1 2026 | May 04, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 15,816 | 3,795 | 2.92% | 2.98% | 266 | +693 | 4.58% | Q1 2026 | Apr 28, 2026 |
| CVA Family Office, LLC | History | Reduced | 15,773 | 3,785 | 0.4% | 0.46% | 267 | -190 | -1.19% | Q1 2026 | Apr 29, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 15,695 | 3,766 | 0.55% | 0.43% | 268 | +6,354 | 68.02% | Q1 2026 | Apr 27, 2026 |
| WMS Group LLC | History | Added to | 15,463 | 3,710 | 5.39% | 3.71% | 269 | +3,800 | 32.58% | Q1 2026 | Apr 21, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 15,294 | 3,670 | 0.52% | 0.51% | 270 | +522 | 3.53% | Q1 2026 | Apr 15, 2026 |
| SWP FINANCIAL LLC | History | Added to | 15,283 | 3,667 | 1.87% | 1.9% | 271 | +132 | 0.87% | Q1 2026 | Apr 17, 2026 |
| Arrow Investment Advisors, LLC | History | Reduced | 14,705 | 3,529 | 3.76% | 4.32% | 272 | -818 | -5.27% | Q1 2026 | May 04, 2026 |
| Sowell Financial Services LLC | History | Added to | 14,584 | 3,500 | 0.13% | 0.13% | 273 | +764 | 5.53% | Q1 2026 | Apr 20, 2026 |
| Southland Equity Partners LLC | History | Reduced | 14,559 | 3,494 | 0.68% | 0.75% | 274 | -547 | -3.62% | Q1 2026 | Apr 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 14,390 | 3,453 | 0.11% | — | 275 | +14,390 | New | Q1 2026 | May 15, 2026 |
| Trust Co | History | Reduced | 14,110 | 3,386 | 0.32% | 0.34% | 276 | -479 | -3.28% | Q1 2026 | Apr 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 14,086 | 3,380 | 1.03% | 1.07% | 277 | +471 | 3.46% | Q1 2026 | Apr 28, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 13,850 | 3,323 | 1.91% | 1.9% | 278 | +544 | 4.09% | Q1 2026 | Apr 08, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 13,789 | 3,309 | 2.41% | 2.3% | 279 | +1,072 | 8.43% | Q1 2026 | Apr 21, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 13,742 | 3,297 | 0.04% | 0.04% | 280 | -12 | -0.09% | Q1 2026 | May 01, 2026 |
| Clearview Wealth Management LLC | History | New | 13,721 | 3,292 | 2.33% | — | 281 | +13,721 | New | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 13,664 | 3,279 | 0.08% | 0.07% | 282 | -317 | -2.27% | Q1 2026 | May 11, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 13,537 | 3,248 | 1.69% | 2.19% | 283 | -103 | -0.76% | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | Added to | 13,434 | 3,223 | 0.03% | 0.01% | 284 | +12,153 | 948.71% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 13,396 | 3,214 | 0.07% | 0.06% | 285 | +1,268 | 10.46% | Q1 2026 | Apr 15, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 13,190 | 3,165 | 2.85% | 1.98% | 286 | +5,931 | 81.71% | Q1 2026 | Apr 23, 2026 |
| Pinion Investment Advisors, LLC | History | New | 13,152 | 3,156 | 0.74% | — | 288 | +13,152 | New | Q1 2026 | Apr 24, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 13,152 | 3,156 | 0.57% | 0.9% | 287 | -209 | -1.56% | Q1 2026 | May 01, 2026 |
| Modus Advisors, LLC | History | Added to | 13,060 | 3,134 | 0.86% | 0.48% | 289 | +5,799 | 79.87% | Q1 2026 | May 04, 2026 |
| WIN ADVISORS, INC | History | New | 13,013 | 3,122 | 1.43% | — | 290 | +13,013 | New | Q1 2026 | May 01, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 12,926 | 3,102 | 0.18% | 0.28% | 291 | -5,842 | -31.13% | Q1 2026 | Apr 30, 2026 |
| Ascentis Independent Advisors | History | Added to | 12,833 | 3,080 | 0.23% | 0.22% | 292 | +7,374 | 135.08% | Q1 2026 | Apr 28, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 12,804 | 3,072 | 1.56% | 1.65% | 293 | +448 | 3.63% | Q1 2026 | May 15, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 12,785 | 3,068 | 1.04% | 1.12% | 294 | -119 | -0.92% | Q1 2026 | May 04, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 12,768 | 3,064 | 0.17% | 0.19% | 295 | +6,388 | 100.13% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 10,522 | 3,062 | 0.41% | 0.29% | 296 | +3,256 | 44.81% | Q1 2026 | May 06, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 11,057 | 3,054 | 1.33% | 1.17% | 297 | +31 | 0.28% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 12,660 | 3,038 | 0.05% | 0.04% | 298 | +4,139 | 48.57% | Q1 2026 | May 18, 2026 |
| UMB Bank, n.a. | History | Added to | 12,477 | 2,994 | 0.04% | 0.02% | 299 | +7,280 | 140.08% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 11,905 | 2,979 | 0.1% | 0.1% | 300 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |