PIMCO ETF Trust - MUNI
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.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,690,609 | 192,612 | 0.01% | 0.01% | 1 | +488,943 | 15.27% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,541,061 | 184,808 | 0.01% | 0.01% | 2 | +558,697 | 18.73% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,490,046 | 129,955 | 0.02% | 0.02% | 3 | +431,810 | 20.98% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 2,231,284 | 116,450 | 0.03% | 0.03% | 4 | +206,246 | 10.18% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,106,231 | 57,640 | 0.0% | 0.0% | 5 | -104,367 | -8.62% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 993,470 | 51,849 | 0.14% | 0.13% | 6 | +70,761 | 7.67% | Q1 2026 | May 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 962,779 | 50,247 | 1.41% | 1.27% | 7 | +98,234 | 11.36% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 909,683 | 47,476 | 0.01% | 0.01% | 8 | +470,073 | 106.93% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 788,422 | 41,147 | 0.04% | 0.04% | 9 | +53,626 | 7.3% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 751,573 | 39,224 | 0.01% | 0.01% | 10 | +97,620 | 14.93% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 707,667 | 36,933 | 0.01% | 0.0% | 11 | +126,654 | 21.8% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 625,140 | 32,626 | 0.03% | 0.03% | 12 | +49,730 | 8.64% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 615,698 | 32,133 | 0.06% | 0.06% | 13 | -15,681 | -2.48% | Q1 2026 | May 01, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 607,773 | 31,719 | 2.61% | 2.59% | 14 | +28,241 | 4.87% | Q1 2026 | Apr 08, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 592,190 | 30,906 | 0.27% | 0.32% | 15 | -35,289 | -5.62% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 1,980 | 29,069 | 0.03% | 0.04% | 16 | -602,900 | -99.67% | Q1 2026 | May 14, 2026 |
| MBL Wealth, LLC | History | Added to | 475,823 | 24,833 | 1.88% | 1.91% | 17 | +20,230 | 4.44% | Q1 2026 | Apr 28, 2026 |
| Capital Analysts, LLC | History | Added to | 429,414 | 22,411 | 0.59% | 0.63% | 18 | +5,246 | 1.24% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 427,760 | 22,324 | 0.02% | 0.02% | 19 | +25,650 | 6.38% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | Added to | 410,236 | 21,410 | 0.68% | 0.61% | 20 | +57,928 | 16.44% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 354,182 | 18,486 | 0.0% | 0.0% | 21 | +1,258 | 0.36% | Q1 2026 | May 15, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 345,489 | 18,031 | 0.47% | 0.45% | 22 | +21,361 | 6.59% | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 337,850 | 17,632 | 0.02% | 0.02% | 23 | +23,778 | 7.57% | Q1 2026 | Apr 27, 2026 |
| DAVIS R M INC | History | Added to | 334,459 | 17,455 | 0.31% | 0.3% | 24 | +792 | 0.24% | Q1 2026 | May 13, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 300,458 | 15,680 | 2.48% | 1.71% | 25 | +110,003 | 57.76% | Q1 2026 | Apr 09, 2026 |
| PW ADVISORS, LLC \ FL | History | Added to | 286,702 | 14,962 | 11.21% | 11.19% | 26 | +20,735 | 7.8% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 281,033 | 14,669 | 0.02% | 0.03% | 27 | -101,468 | -26.53% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 273,221 | 14,259 | 0.13% | 0.15% | 28 | +38,960 | 16.63% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 264,783 | 13,766 | 0.01% | 0.01% | 29 | +99,788 | 60.48% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 256,963 | 13,410 | 0.0% | 0.0% | 30 | +220,356 | 601.95% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 255,872 | 13,353 | 0.02% | 0.02% | 31 | +10,330 | 4.21% | Q1 2026 | Apr 27, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 243,938 | 12,738 | 2.89% | 2.35% | 32 | -57,481 | -19.07% | Q1 2026 | Apr 14, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 226,526 | 11,822 | 3.27% | 2.09% | 33 | +87,451 | 62.88% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 216,955 | 11,322 | 0.01% | 0.0% | 34 | +79,484 | 57.82% | Q1 2026 | May 07, 2026 |
| XY Planning Network, Inc. | History | Added to | 216,985 | 11,311 | 1.81% | 1.71% | 35 | +29,733 | 15.88% | Q1 2026 | Apr 14, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 215,876 | 11,266 | 0.31% | 0.33% | 36 | -12,237 | -5.36% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 209,552 | 10,937 | 0.03% | 0.03% | 37 | +2,808 | 1.36% | Q1 2026 | Apr 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 201,269 | 10,504 | 0.06% | 0.07% | 38 | +16,124 | 8.71% | Q1 2026 | May 15, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 200,394 | 10,458 | 3.3% | 3.29% | 39 | +7,457 | 3.86% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 191,633 | 10,001 | 0.03% | 0.03% | 40 | -5,201 | -2.64% | Q1 2026 | May 04, 2026 |
| BAILARD, INC. | History | Reduced | 190,635 | 9,949 | 0.23% | 0.27% | 41 | -40,255 | -17.43% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | New | 189,528 | 9,891 | 0.11% | — | 42 | +189,528 | New | Q1 2026 | May 12, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 188,886 | 9,857 | 0.17% | 0.29% | 43 | -39,033 | -17.13% | Q1 2026 | May 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 181,843 | 9,490 | 0.17% | 0.28% | 44 | -116,162 | -38.98% | Q1 2026 | May 07, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 180,745 | 9,433 | 0.42% | 0.37% | 45 | +23,409 | 14.88% | Q1 2026 | May 05, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 180,642 | 9,427 | 2.49% | 2.43% | 46 | +10,466 | 6.15% | Q1 2026 | Apr 20, 2026 |
| Dakota Wealth Management | History | Added to | 177,853 | 9,282 | 0.2% | 0.15% | 47 | +16,894 | 10.5% | Q1 2026 | May 07, 2026 |
| Altura Wealth Advisors Inc. | History | Reduced | 172,955 | 9,026 | 3.94% | 4.13% | 48 | -10,014 | -5.47% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 166,602 | 8,694 | 0.05% | 0.05% | 49 | +11,289 | 7.27% | Q1 2026 | May 15, 2026 |
| Flagstone Financial Management | History | Added to | 166,076 | 8,667 | 2.15% | 1.56% | 50 | +50,363 | 43.52% | Q1 2026 | Apr 27, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 155,892 | 8,136 | 0.42% | 0.41% | 51 | +6,890 | 4.62% | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | Added to | 155,686 | 8,125 | 0.73% | 0.65% | 52 | +16,958 | 12.22% | Q1 2026 | May 11, 2026 |
| Equita Financial Network, Inc. | History | Added to | 146,845 | 7,663 | 2.41% | 2.27% | 53 | +3,250 | 2.26% | Q1 2026 | Apr 23, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 143,525 | 7,490 | 0.12% | 0.13% | 54 | +2,969 | 2.11% | Q1 2026 | May 04, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 141,690 | 7,395 | 0.38% | 0.34% | 55 | +18,596 | 15.11% | Q1 2026 | Apr 21, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 141,554 | 7,387 | 0.36% | 0.35% | 56 | -1,855 | -1.29% | Q1 2026 | Apr 09, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 139,504 | 7,280 | 0.14% | 0.13% | 57 | +5,512 | 4.11% | Q1 2026 | May 12, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 139,100 | 7,259 | 0.63% | — | 58 | +139,100 | New | Q1 2026 | May 06, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 138,816 | 7,244 | 4.26% | 5.15% | 59 | -23,884 | -14.68% | Q1 2026 | Apr 21, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 138,015 | 7,203 | 1.36% | 1.35% | 60 | +2,042 | 1.5% | Q1 2026 | Apr 09, 2026 |
| ERn Financial, LLC | History | Added to | 135,128 | 7,052 | 1.33% | 1.28% | 61 | +4,751 | 3.64% | Q1 2026 | Apr 24, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 128,573 | 6,710 | 2.31% | 2.16% | 62 | +10,744 | 9.12% | Q1 2026 | Apr 29, 2026 |
| Avant Financial Advisors LLC | History | Added to | 127,965 | 6,678 | 4.69% | 4.58% | 63 | +6,235 | 5.12% | Q1 2026 | Apr 23, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 126,856 | 6,620 | 1.39% | 1.29% | 64 | +8,282 | 6.98% | Q1 2026 | Apr 13, 2026 |
| Creative Planning | History | Added to | 125,169 | 6,532 | 0.0% | 0.0% | 65 | +72,050 | 135.64% | Q1 2026 | May 12, 2026 |
| True North Advisors, LLC | History | Added to | 122,045 | 6,369 | 0.73% | 0.82% | 66 | +1,496 | 1.24% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 121,431 | 6,337 | 0.05% | 0.07% | 67 | +14,868 | 13.95% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 121,026 | 6,316 | 0.01% | 0.01% | 68 | -6,089 | -4.79% | Q1 2026 | May 13, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 119,728 | 6,248 | 2.75% | 3.04% | 69 | -15,952 | -11.76% | Q1 2026 | May 05, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 117,410 | 6,127 | 1.93% | 1.87% | 70 | +2,168 | 1.88% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 116,272 | 6,093 | 0.04% | 0.03% | 71 | +25,439 | 28.01% | Q1 2026 | May 15, 2026 |
| Fermata Advisors, LLC | History | Reduced | 114,683 | 5,985 | 1.35% | 1.46% | 72 | -1,393 | -1.2% | Q1 2026 | Apr 08, 2026 |
| Certified Advisory Corp | History | Added to | 114,549 | 5,978 | 0.54% | 0.51% | 73 | +8,571 | 8.09% | Q1 2026 | Apr 17, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | No change | 114,350 | 5,967 | 2.47% | 2.43% | 74 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Elyxium Wealth, LLC | History | Added to | 113,584 | 5,927 | 1.9% | 1.5% | 75 | +10,557 | 10.25% | Q1 2026 | May 06, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 111,778 | 5,833 | 0.56% | 0.54% | 76 | +5,779 | 5.45% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 111,098 | 5,798 | 0.02% | 0.02% | 77 | +4,861 | 4.58% | Q1 2026 | Apr 30, 2026 |
| Lido Advisors, LLC | History | Reduced | 110,602 | 5,773 | 0.02% | 0.04% | 78 | -113,798 | -50.71% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Reduced | 109,865 | 5,733 | 0.01% | 0.02% | 79 | -100,967 | -47.89% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 108,152 | 5,644 | 0.02% | 0.02% | 80 | -4,171 | -3.71% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 103,628 | 5,408 | 0.01% | 0.01% | 81 | -2,409 | -2.27% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 99,126 | 5,173 | 0.0% | 0.0% | 82 | -3,076 | -3.01% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 98,494 | 5,140 | 0.03% | 0.03% | 83 | -7,208 | -6.82% | Q1 2026 | Apr 30, 2026 |
| BCS Wealth Management | History | Reduced | 94,554 | 4,934 | 1.01% | 0.94% | 84 | -83,404 | -46.87% | Q1 2026 | Apr 17, 2026 |
| TruWealth Advisors, LLC | History | Added to | 92,985 | 4,852 | 0.23% | 0.23% | 85 | +1,344 | 1.47% | Q1 2026 | Apr 09, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 89,347 | 4,663 | 0.67% | 0.61% | 86 | +7,442 | 9.09% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 84,325 | 4,400 | 0.0% | 0.0% | 87 | -38,018 | -31.07% | Q1 2026 | May 15, 2026 |
| Legacy Private Trust Co. | History | Added to | 83,406 | 4,352 | 0.27% | 0.14% | 88 | +36,681 | 78.5% | Q1 2026 | Apr 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 83,053 | 4,334 | 0.02% | 0.02% | 89 | +3,047 | 3.81% | Q1 2026 | Apr 24, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 82,458 | 4,303 | 0.25% | 0.25% | 90 | -3,219 | -3.76% | Q1 2026 | Apr 20, 2026 |
| Smith Partners Wealth Management, LLC | History | Added to | 81,495 | 4,253 | 3.81% | 2.02% | 91 | +39,551 | 94.29% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 80,088 | 4,179 | 0.06% | 0.06% | 92 | -3,213 | -3.86% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 78,227 | 4,082 | 0.0% | 0.0% | 93 | +15,169 | 24.06% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 78,026 | 4,072 | 0.02% | 0.0% | 94 | +77,874 | 51232.89% | Q1 2026 | May 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 77,772 | 4,058 | 0.08% | 0.08% | 95 | -18 | -0.02% | Q1 2026 | May 01, 2026 |
| Belpointe Asset Management LLC | History | Added to | 75,263 | 3,927 | 0.14% | 0.13% | 96 | +4,988 | 7.1% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 75,263 | 3,927 | 0.51% | 0.54% | 97 | +4,988 | 7.1% | Q1 2026 | Apr 28, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 73,136 | 3,817 | 0.32% | 0.33% | 98 | -905 | -1.22% | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 72,541 | 3,779 | 0.14% | 0.09% | 99 | +25,108 | 52.93% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 70,888 | 3,708 | 0.1% | 0.16% | 100 | -1,146 | -1.59% | Q1 2026 | May 14, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 69,355 | 3,619 | 0.31% | 0.29% | 101 | +11,704 | 20.3% | Q1 2026 | May 14, 2026 |
| STEPH & CO | History | Reduced | 69,329 | 3,618 | 1.03% | 1.29% | 102 | -16,315 | -19.05% | Q1 2026 | Apr 17, 2026 |
| GAMMA Investing LLC | History | Added to | 68,864 | 3,594 | 0.17% | 0.16% | 103 | +9,616 | 16.23% | Q1 2026 | Apr 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 68,821 | 3,591 | 0.02% | 0.02% | 104 | +14,165 | 25.92% | Q1 2026 | May 08, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 68,652 | 3,582 | 0.84% | 0.77% | 105 | +4,657 | 7.28% | Q1 2026 | May 08, 2026 |
| PAX Financial Group, LLC | History | Added to | 66,908 | 3,491 | 0.6% | 0.59% | 106 | +1,222 | 1.86% | Q1 2026 | Apr 27, 2026 |
| Intrua Financial, LLC | History | Added to | 64,894 | 3,386 | 0.35% | 0.34% | 107 | +3,923 | 6.43% | Q1 2026 | Apr 23, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 64,059 | 3,343 | 0.38% | 0.36% | 108 | +6,920 | 12.11% | Q1 2026 | Apr 17, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 63,378 | 3,307 | 1.63% | 1.62% | 109 | +1,103 | 1.77% | Q1 2026 | Apr 30, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 62,742 | 3,274 | 0.11% | 0.12% | 110 | -3,676 | -5.53% | Q1 2026 | May 14, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 61,691 | 3,219 | 1.06% | 1.18% | 111 | -19 | -0.03% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 61,559 | 3,209 | 0.03% | 0.03% | 112 | +7,256 | 13.36% | Q1 2026 | Apr 07, 2026 |
| Beacon Capital Management, Inc. | History | No change | 60,000 | 3,131 | 0.18% | 0.17% | 113 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 59,267 | 3,093 | 0.03% | 0.03% | 114 | +22,986 | 63.36% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 59,229 | 3,091 | 0.04% | 0.04% | 115 | -16,001 | -21.27% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 59,091 | 3,083 | 0.02% | 0.02% | 116 | +5,630 | 10.53% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 57,904 | 3,034 | 0.1% | 0.1% | 117 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cercano Management LLC | History | No change | 57,919 | 3,022 | 0.13% | 0.11% | 118 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Smart Money Group LLC | History | Added to | 57,272 | 2,989 | 0.87% | 0.68% | 119 | +13,055 | 29.52% | Q1 2026 | May 05, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 56,940 | 2,971 | 0.8% | 0.91% | 120 | +11,714 | 25.9% | Q1 2026 | Apr 29, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | No change | 56,332 | 2,939 | 1.68% | 1.65% | 121 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Waverly Advisors, LLC | History | Reduced | 55,948 | 2,919 | 0.02% | 0.02% | 122 | -938 | -1.65% | Q1 2026 | May 15, 2026 |
| XML Financial, LLC | History | Added to | 54,855 | 2,862 | 0.23% | 0.15% | 123 | +20,812 | 61.13% | Q1 2026 | Apr 16, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 54,253 | 2,831 | 0.07% | 0.05% | 124 | +13,472 | 33.03% | Q1 2026 | May 15, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 54,240 | 2,830 | 1.29% | 1.35% | 125 | -269 | -0.49% | Q1 2026 | Apr 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 466,507 | 2,801 | 0.13% | 0.1% | 126 | -64,562 | -12.16% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 52,847 | 2,758 | 0.12% | 0.12% | 127 | +4,777 | 9.94% | Q1 2026 | May 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 51,653 | 2,695 | 0.17% | 0.17% | 128 | +1,757 | 3.52% | Q1 2026 | Apr 27, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 51,619 | 2,694 | 0.29% | 0.28% | 129 | +2,099 | 4.24% | Q1 2026 | Apr 22, 2026 |
| VIAWEALTH, LLC | History | Added to | 51,231 | 2,673 | 1.49% | 1.49% | 130 | +625 | 1.24% | Q1 2026 | May 11, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 49,665 | 2,592 | 1.16% | 1.21% | 131 | -1,067 | -2.1% | Q1 2026 | May 14, 2026 |
| Stokes Capital Advisors, LLC | History | New | 49,100 | 2,562 | 0.57% | — | 132 | +49,100 | New | Q1 2026 | Apr 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 48,735 | 2,543 | 0.02% | 0.03% | 133 | -20,157 | -29.26% | Q1 2026 | May 13, 2026 |
| Wayfinding Financial, LLC | History | Added to | 48,248 | 2,518 | 1.09% | 1.02% | 134 | +2,593 | 5.68% | Q1 2026 | May 12, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 47,613 | 2,484 | 0.56% | 0.68% | 135 | -1,837 | -3.71% | Q1 2026 | Apr 14, 2026 |
| GGM Financial LLC | History | Added to | 47,566 | 2,482 | 1.14% | 0.91% | 136 | +11,859 | 33.21% | Q1 2026 | May 11, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 47,508 | 2,479 | 1.58% | 1.58% | 137 | +2,934 | 6.58% | Q1 2026 | Apr 27, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 47,483 | 2,478 | 1.88% | 1.87% | 138 | -1,453 | -2.97% | Q1 2026 | Apr 30, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 46,797 | 2,442 | 1.4% | 1.15% | 139 | +11,402 | 32.21% | Q1 2026 | Apr 23, 2026 |
| Manske Wealth Management | History | Reduced | 46,156 | 2,408 | 0.67% | 0.72% | 140 | -138 | -0.3% | Q1 2026 | Apr 30, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 45,822 | 2,391 | 0.46% | 0.17% | 141 | +32,134 | 234.76% | Q1 2026 | May 15, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 45,818 | 2,391 | 1.55% | 1.4% | 142 | +4,083 | 9.78% | Q1 2026 | May 06, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 45,700 | 2,385 | 0.43% | 0.35% | 143 | +9,500 | 26.24% | Q1 2026 | May 04, 2026 |
| Visionary Wealth Advisors | History | Added to | 44,303 | 2,312 | 0.1% | 0.1% | 144 | +1,515 | 3.54% | Q1 2026 | May 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 43,714 | 2,281 | 0.28% | 0.28% | 145 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 43,657 | 2,278 | 0.07% | 0.04% | 146 | +4,730 | 12.15% | Q1 2026 | Apr 29, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 43,628 | 2,276 | 0.92% | 0.54% | 147 | +17,550 | 67.3% | Q1 2026 | Apr 24, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 42,700 | 2,228 | 0.09% | 0.02% | 148 | +31,700 | 288.18% | Q1 2026 | Apr 29, 2026 |
| IAM Advisory, LLC | History | Added to | 42,185 | 2,201 | 0.49% | 0.48% | 149 | +810 | 1.96% | Q1 2026 | Apr 10, 2026 |
| Patten Group, Inc. | History | Reduced | 41,833 | 2,183 | 0.38% | 0.41% | 150 | -143 | -0.34% | Q1 2026 | Apr 24, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 40,602 | 2,119 | 0.03% | 0.05% | 151 | -5,009 | -10.98% | Q1 2026 | May 18, 2026 |
| World Investment Advisors | History | Added to | 40,294 | 2,102 | 0.03% | 0.03% | 152 | +1,627 | 4.21% | Q1 2026 | Apr 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 40,031 | 2,089 | 0.05% | 0.09% | 153 | +3,750 | 10.34% | Q1 2026 | Apr 27, 2026 |
| BESSEMER GROUP INC | History | New | 40,008 | 2,088 | 0.0% | — | 154 | +40,008 | New | Q1 2026 | May 06, 2026 |
| HighPoint Advisor Group LLC | History | New | 39,226 | 2,047 | 0.09% | — | 155 | +39,226 | New | Q1 2026 | May 14, 2026 |
| Clarity Wealth Development LLC | History | Added to | 39,189 | 2,045 | 1.67% | 1.71% | 156 | +696 | 1.81% | Q1 2026 | Apr 22, 2026 |
| Breakwater Capital Group | History | Added to | 39,129 | 2,042 | 0.27% | 0.28% | 157 | +359 | 0.93% | Q1 2026 | Apr 20, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 38,743 | 2,021 | 0.0% | 0.0% | 158 | +1,074 | 2.85% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 37,809 | 1,973 | 0.03% | 0.03% | 159 | +6,663 | 21.39% | Q1 2026 | May 11, 2026 |
| Alpha Financial Partners LLC | History | Added to | 37,000 | 1,931 | 1.14% | 0.87% | 160 | +9,737 | 35.72% | Q1 2026 | May 13, 2026 |
| Econ Financial Services Corp | History | Added to | 36,440 | 1,901 | 0.88% | 0.81% | 161 | +5,739 | 18.69% | Q1 2026 | Apr 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 36,056 | 1,881 | 0.23% | 0.21% | 162 | +3,656 | 11.28% | Q1 2026 | Apr 08, 2026 |
| WBH ADVISORY INC | History | Added to | 35,511 | 1,851 | 0.14% | 0.05% | 163 | +21,564 | 154.61% | Q1 2026 | Apr 27, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 34,901 | 1,821 | 0.36% | 0.38% | 164 | -2,871 | -7.6% | Q1 2026 | May 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 34,379 | 1,794 | 0.19% | — | 165 | +34,379 | New | Q1 2026 | May 04, 2026 |
| Uniting Wealth Partners, LLC | History | New | 33,971 | 1,772 | 0.38% | — | 166 | +33,971 | New | Q1 2026 | Apr 22, 2026 |
| Williams & Novak, LLC | History | Added to | 33,790 | 1,761 | 1.32% | 0.85% | 167 | +12,175 | 56.33% | Q1 2026 | Apr 20, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 33,601 | 1,753 | 0.14% | 0.11% | 168 | +12,155 | 56.68% | Q1 2026 | Apr 16, 2026 |
| Financial Planning Navigators CORP | History | Added to | 33,389 | 1,742 | 0.76% | 0.67% | 169 | +5,472 | 19.6% | Q1 2026 | Apr 21, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 32,540 | 1,698 | 0.15% | 0.06% | 170 | +22,847 | 235.71% | Q1 2026 | May 12, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Reduced | 32,540 | 1,698 | 1.41% | 1.47% | 171 | -340 | -1.03% | Q1 2026 | Apr 29, 2026 |
| MBE Wealth Management, LLC | History | Added to | 32,463 | 1,694 | 0.7% | 0.14% | 172 | +26,015 | 403.46% | Q1 2026 | Apr 21, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 32,130 | 1,676 | 0.2% | 0.19% | 173 | +413 | 1.3% | Q1 2026 | May 06, 2026 |
| RFG Advisory, LLC | History | Added to | 31,627 | 1,650 | 0.03% | 0.03% | 174 | +5,817 | 22.54% | Q1 2026 | Apr 17, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 31,608 | 1,649 | 0.2% | 0.11% | 175 | +14,658 | 86.48% | Q1 2026 | May 08, 2026 |
| Fortitude Financial, LLC | History | Added to | 31,400 | 1,638 | 0.87% | 1.39% | 176 | +86 | 0.27% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 30,808 | 1,607 | 0.08% | 0.09% | 177 | -1,372 | -4.26% | Q1 2026 | Apr 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 30,451 | 1,589 | 0.0% | 0.01% | 178 | -36,349 | -54.41% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 30,392 | 1,586 | 0.24% | 0.25% | 179 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 29,782 | 1,554 | 0.11% | 0.09% | 180 | +4,820 | 19.31% | Q1 2026 | Apr 10, 2026 |
| McAdam, LLC | History | Added to | 29,303 | 1,529 | 0.07% | 0.07% | 181 | +1,801 | 6.55% | Q1 2026 | May 08, 2026 |
| Valmark Advisers, Inc. | History | No change | 29,246 | 1,526 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Janney Capital Management LLC | History | No change | 29,093 | 1,525 | 0.1% | 0.1% | 183 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 28,562 | 1,490 | 0.02% | — | 184 | +28,562 | New | Q1 2026 | May 13, 2026 |
| Seneca House Advisors | History | Added to | 28,035 | 1,463 | 0.58% | 0.19% | 185 | +18,235 | 186.07% | Q1 2026 | May 01, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 27,942 | 1,458 | 0.94% | 0.89% | 186 | +2,421 | 9.49% | Q1 2026 | May 12, 2026 |
| Carrera Capital Advisors | History | New | 27,717 | 1,446 | 0.22% | — | 187 | +27,717 | New | Q1 2026 | May 04, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 27,593 | 1,440 | 0.01% | 0.01% | 188 | +8,870 | 47.37% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 27,157 | 1,417 | 0.13% | 0.1% | 189 | +5,704 | 26.59% | Q1 2026 | Apr 30, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 26,788 | 1,398 | 0.87% | 0.61% | 190 | +7,462 | 38.61% | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 26,155 | 1,365 | 0.01% | 0.01% | 191 | +6,372 | 32.21% | Q1 2026 | Apr 20, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 25,925 | 1,353 | 0.0% | — | 192 | +25,925 | New | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 25,906 | 1,352 | 0.04% | 0.04% | 193 | +794 | 3.16% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 25,125 | 1,340 | 0.01% | 0.01% | 194 | +1,138 | 4.74% | Q1 2026 | May 15, 2026 |
| Centennial Bank/AR/ | History | No change | 25,688 | 1,340 | 0.48% | 0.54% | 195 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 25,304 | 1,320 | 0.18% | 0.19% | 196 | -741 | -2.85% | Q1 2026 | Apr 30, 2026 |
| LifeGoal Investments, LLC | History | Added to | 24,349 | 1,269 | 0.73% | 1.15% | 197 | +4,858 | 24.92% | Q1 2026 | Apr 14, 2026 |
| Ascentis Independent Advisors | History | New | 24,160 | 1,260 | 0.1% | — | 198 | +24,160 | New | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 23,852 | 1,244 | 0.03% | 0.03% | 199 | +1,057 | 4.64% | Q1 2026 | May 04, 2026 |
| Rockport Wealth LLC | History | Added to | 23,788 | 1,241 | 0.23% | 0.24% | 200 | +260 | 1.11% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | New | 23,574 | 1,230 | 0.0% | — | 202 | +23,574 | New | Q1 2026 | May 01, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 23,580 | 1,230 | 0.13% | 0.13% | 201 | -387 | -1.61% | Q1 2026 | Apr 15, 2026 |
| Summit Financial, LLC | History | New | 23,475 | 1,225 | 0.02% | — | 203 | +23,475 | New | Q1 2026 | May 15, 2026 |
| Freedom Financial Partners LLC | History | Added to | 23,255 | 1,213 | 0.43% | 0.43% | 204 | +896 | 4.01% | Q1 2026 | Apr 16, 2026 |
| COMERICA BANK | History | No change | 23,059 | 1,208 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 23,024 | 1,201 | 0.33% | 0.35% | 206 | -3,526 | -13.28% | Q1 2026 | May 05, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 22,846 | 1,192 | 0.6% | 0.6% | 207 | +250 | 1.11% | Q1 2026 | Apr 16, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 22,724 | 1,185 | 0.21% | 0.25% | 208 | -2,054 | -8.29% | Q1 2026 | Apr 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 22,620 | 1,180 | 0.01% | — | 209 | +22,620 | New | Q1 2026 | May 01, 2026 |
| Inspire Advisors, LLC | History | Reduced | 22,588 | 1,178 | 0.1% | 0.11% | 210 | -109 | -0.48% | Q1 2026 | May 15, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 22,313 | 1,164 | 0.64% | 0.47% | 211 | +6,725 | 43.14% | Q1 2026 | Apr 21, 2026 |
| Pure Financial Advisors, LLC | History | No change | 21,951 | 1,145 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | New | 21,666 | 1,130 | 0.93% | — | 213 | +21,666 | New | Q1 2026 | May 05, 2026 |
| Apella Capital, LLC | History | Reduced | 21,118 | 1,109 | 0.02% | 0.02% | 214 | -2,977 | -12.36% | Q1 2026 | Apr 20, 2026 |
| Signet Investment Advisory Group, Inc. | History | Added to | 20,400 | 1,064 | 0.49% | 0.49% | 215 | +300 | 1.49% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 20,221 | 1,055 | 0.03% | 0.01% | 216 | +10,500 | 108.01% | Q1 2026 | Apr 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 20,155 | 1,051 | 0.02% | 0.0% | 217 | +16,218 | 411.94% | Q1 2026 | Apr 15, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 20,139 | 1,051 | 0.53% | 0.47% | 218 | +3,546 | 21.37% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 19,921 | 1,039 | 0.03% | 0.05% | 219 | -18,320 | -47.91% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 19,919 | 1,039 | 0.03% | 0.05% | 220 | -9,959 | -33.33% | Q1 2026 | Apr 08, 2026 |
| Team Hewins, LLC | History | No change | 19,922 | 1,039 | 0.31% | 0.34% | 221 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 19,830 | 1,034 | 0.03% | 0.02% | 222 | +6,808 | 52.28% | Q1 2026 | Apr 21, 2026 |
| VICUS CAPITAL | History | Added to | 19,763 | 1,031 | 0.08% | 0.08% | 223 | +58 | 0.29% | Q1 2026 | Apr 22, 2026 |
| BAM Wealth Management, LLC | History | Added to | 19,176 | 1,000 | 0.75% | 0.7% | 224 | +659 | 3.56% | Q1 2026 | Apr 17, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 19,094 | 996 | 0.33% | 0.23% | 225 | +7,767 | 68.57% | Q1 2026 | Apr 17, 2026 |
| APS Management Group, Inc. | History | Added to | 18,934 | 988 | 0.85% | 0.79% | 227 | +1,348 | 7.67% | Q1 2026 | Apr 15, 2026 |
| Goodwin Investment Advisory | History | Reduced | 18,946 | 988 | 1.18% | 1.16% | 226 | -1,285 | -6.35% | Q1 2026 | May 12, 2026 |
| Kooman & Associates | History | Reduced | 18,901 | 986 | 0.29% | 0.31% | 228 | -1,271 | -6.3% | Q1 2026 | Apr 21, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 18,775 | 979 | 0.11% | 0.1% | 229 | +2,802 | 17.54% | Q1 2026 | May 11, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 18,635 | 972 | 0.65% | 0.71% | 230 | -625 | -3.25% | Q1 2026 | Apr 21, 2026 |
| Entelevest, LLC | History | Added to | 18,472 | 964 | 0.96% | 0.96% | 231 | +233 | 1.28% | Q1 2026 | May 04, 2026 |
| Summit Financial Consulting LLC | History | Added to | 18,313 | 955 | 0.68% | 0.62% | 232 | +2,141 | 13.24% | Q1 2026 | Apr 10, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 18,284 | 954 | 0.16% | 0.17% | 233 | -318 | -1.71% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 18,111 | 945 | 0.0% | 0.0% | 234 | +3,810 | 26.64% | Q1 2026 | May 14, 2026 |
| Midwest Financial Group LLC | History | Added to | 17,993 | 939 | 0.4% | 0.42% | 235 | +26 | 0.14% | Q1 2026 | Apr 22, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 17,910 | 934 | 0.58% | 0.44% | 236 | +3,505 | 24.33% | Q1 2026 | May 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 17,866 | 932 | 0.07% | 0.08% | 237 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 17,815 | 929 | 0.02% | 0.02% | 238 | -2,285 | -11.37% | Q1 2026 | May 11, 2026 |
| One Capital Management, LLC | History | Reduced | 17,696 | 923 | 0.03% | 0.03% | 239 | -956 | -5.13% | Q1 2026 | May 12, 2026 |
| Revisor Wealth Management LLC | History | No change | 17,577 | 917 | 0.25% | 0.25% | 240 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 17,498 | 913 | 0.15% | 0.14% | 241 | +804 | 4.82% | Q1 2026 | Apr 22, 2026 |
| Bravera Wealth | History | Added to | 17,247 | 900 | 0.41% | 0.06% | 242 | +14,810 | 607.71% | Q1 2026 | Apr 22, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 16,719 | 878 | 0.06% | 0.06% | 243 | +1,315 | 8.54% | Q1 2026 | Apr 29, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 16,728 | 873 | 0.16% | 0.16% | 244 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Objective Capital Management, LLC | History | Added to | 16,648 | 868 | 0.88% | 0.81% | 245 | +1,458 | 9.6% | Q1 2026 | May 04, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 16,462 | 859 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ORG Partners LLC | History | No change | 16,145 | 846 | 0.15% | 0.15% | 247 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 16,112 | 840 | 0.38% | 0.38% | 248 | -11 | -0.07% | Q1 2026 | Apr 27, 2026 |
| PUREfi Wealth, LLC | History | New | 16,074 | 838 | 0.55% | — | 249 | +16,074 | New | Q1 2026 | Apr 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 16,026 | 836 | 0.01% | 0.01% | 251 | +95 | 0.6% | Q1 2026 | Apr 20, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 16,031 | 836 | 0.13% | 0.13% | 250 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 15,890 | 829 | 0.07% | 0.05% | 252 | +4,500 | 39.51% | Q1 2026 | May 05, 2026 |
| GeoWealth Management, LLC | History | New | 15,794 | 824 | 0.03% | — | 253 | +15,794 | New | Q1 2026 | May 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 15,610 | 818 | 0.06% | 0.06% | 254 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Added to | 15,080 | 787 | 0.04% | 0.02% | 256 | +8,493 | 128.94% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 15,097 | 787 | 0.0% | 0.0% | 255 | +3,222 | 27.13% | Q1 2026 | May 13, 2026 |
| Syverson Strege & Co | History | Added to | 15,051 | 785 | 0.19% | 0.18% | 257 | +134 | 0.9% | Q1 2026 | May 04, 2026 |
| Beckerman Institutional, LLC | History | Added to | 14,971 | 781 | 0.41% | 0.36% | 258 | +2,726 | 22.26% | Q1 2026 | May 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 14,917 | 778 | 0.02% | 0.02% | 259 | +1,924 | 14.81% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 14,864 | 776 | 0.0% | 0.0% | 260 | -36,133 | -70.85% | Q1 2026 | Apr 08, 2026 |
| NOVEM GROUP | History | Added to | 14,738 | 769 | 0.09% | 0.09% | 261 | +14 | 0.1% | Q1 2026 | Apr 10, 2026 |
| Merit Financial Group, LLC | History | Reduced | 14,730 | 768 | 0.01% | 0.01% | 262 | -784 | -5.05% | Q1 2026 | Apr 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 14,654 | 764 | 0.0% | 0.01% | 263 | -4,575 | -23.79% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 14,154 | 738 | 0.0% | 0.0% | 264 | +2,616 | 22.67% | Q1 2026 | May 06, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 14,100 | 735 | 0.58% | 0.59% | 265 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FINANCIAL DISCOVERY GROUP INC | History | New | 13,869 | 723 | 1.69% | — | 266 | +13,869 | New | Q1 2026 | May 07, 2026 |
| Marshall Financial Group, LLC | History | No change | 13,723 | 716 | 0.11% | 0.14% | 267 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Reality Financial Planning Services, LLC | History | Added to | 13,563 | 707 | 0.68% | 0.57% | 268 | +2,304 | 20.46% | Q1 2026 | Apr 24, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 13,418 | 700 | 0.11% | 0.13% | 269 | +27 | 0.2% | Q1 2026 | Apr 30, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 13,232 | 690 | 0.24% | 0.25% | 270 | +179 | 1.37% | Q1 2026 | Apr 21, 2026 |
| Main Line Retirement Advisors, LLC | History | New | 13,193 | 688 | 0.34% | — | 271 | +13,193 | New | Q1 2026 | Apr 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 13,062 | 681 | 0.01% | 0.0% | 272 | +9,111 | 230.6% | Q1 2026 | May 14, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 12,943 | 675 | 0.08% | 0.07% | 273 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 12,919 | 674 | 0.0% | 0.0% | 274 | +265 | 2.09% | Q1 2026 | May 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 12,567 | 655 | 0.03% | 0.03% | 275 | +542 | 4.51% | Q1 2026 | Apr 29, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Added to | 12,439 | 649 | 1.02% | 1.08% | 276 | +9 | 0.07% | Q1 2026 | May 04, 2026 |
| Anchor Investment Management, LLC | History | No change | 12,427 | 648 | 0.05% | 0.05% | 277 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 12,231 | 638 | 0.01% | 0.01% | 278 | -1,193 | -8.89% | Q1 2026 | Apr 10, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 11,986 | 625 | 0.02% | 0.02% | 279 | +1,900 | 18.84% | Q1 2026 | May 15, 2026 |
| Biltmore Wealth Management, LLC | History | Reduced | 11,934 | 622 | 0.22% | 0.42% | 280 | -9,281 | -43.75% | Q1 2026 | Apr 21, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 11,916 | 621 | 0.01% | 0.01% | 281 | -265 | -2.18% | Q1 2026 | May 15, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 11,854 | 618 | 0.26% | 0.24% | 282 | +1,449 | 13.93% | Q1 2026 | May 11, 2026 |
| Avestar Capital, LLC | History | New | 11,633 | 607 | 0.04% | — | 283 | +11,633 | New | Q1 2026 | May 13, 2026 |
| Kendall Capital Management | History | No change | 11,600 | 605 | 0.12% | 0.13% | 284 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 11,581 | 604 | 0.21% | 0.15% | 285 | +3,211 | 38.36% | Q1 2026 | Apr 17, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 11,585 | 604 | 0.02% | 0.02% | 286 | -64 | -0.55% | Q1 2026 | Apr 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 11,561 | 603 | 0.02% | 0.02% | 287 | +1,370 | 13.44% | Q1 2026 | May 14, 2026 |
| Financial Designs Corp | History | No change | 11,361 | 592 | 0.33% | 0.34% | 288 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 11,234 | 586 | 0.08% | 0.3% | 289 | -29,624 | -72.5% | Q1 2026 | Apr 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 11,102 | 579 | 0.02% | 0.01% | 290 | +3,458 | 45.24% | Q1 2026 | May 11, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 11,081 | 578 | 0.5% | 0.18% | 291 | +6,977 | 170.0% | Q1 2026 | May 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 11,030 | 575 | 0.0% | 0.0% | 292 | +915 | 9.05% | Q1 2026 | Apr 15, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 10,800 | 563 | 0.33% | 0.36% | 293 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 10,750 | 561 | 0.02% | 0.02% | 294 | -437 | -3.91% | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | Added to | 10,571 | 551 | 0.01% | 0.01% | 295 | +1,176 | 12.52% | Q1 2026 | May 15, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 10,543 | 550 | 0.24% | 0.27% | 296 | +85 | 0.81% | Q1 2026 | Apr 24, 2026 |
| Friday Financial | History | No change | 10,278 | 536 | 0.18% | 0.19% | 297 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CVFG LLC | History | New | 10,120 | 528 | 0.07% | — | 298 | +10,120 | New | Q1 2026 | Apr 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 9,885 | 515 | 0.01% | 0.01% | 299 | +50 | 0.51% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 9,759 | 509 | 0.0% | 0.0% | 300 | -2,699 | -21.66% | Q1 2026 | May 15, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 9,741 | 508 | 0.15% | 0.16% | 301 | -217 | -2.18% | Q1 2026 | May 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 9,703 | 506 | 0.0% | 0.0% | 302 | -372 | -3.69% | Q1 2026 | Apr 29, 2026 |
| Clark Wealth Partners | History | No change | 9,606 | 501 | 0.34% | 0.31% | 303 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| REAP Financial Group, LLC | History | Added to | 9,429 | 492 | 0.1% | 0.09% | 304 | +672 | 7.67% | Q1 2026 | May 11, 2026 |
| First Affirmative Financial Network | History | New | 9,290 | 484 | 0.19% | — | 305 | +9,290 | New | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 9,219 | 481 | 0.01% | 0.01% | 306 | +221 | 2.46% | Q1 2026 | May 15, 2026 |
| Gradient Investments LLC | History | Reduced | 8,985 | 468 | 0.01% | 0.01% | 307 | -4,670 | -34.2% | Q1 2026 | Apr 13, 2026 |
| Jeter Robert S II | History | New | 8,797 | 461 | 0.46% | — | 308 | +8,797 | New | Q1 2026 | May 11, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 8,639 | 454 | 0.1% | 0.12% | 309 | -1,641 | -15.96% | Q1 2026 | Apr 28, 2026 |
| Regal Investment Advisors LLC | History | No change | 8,689 | 453 | 0.03% | 0.03% | 310 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 8,366 | 436 | 0.19% | 0.2% | 312 | +29 | 0.35% | Q1 2026 | Apr 29, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 8,370 | 436 | 0.19% | 0.19% | 311 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 8,204 | 428 | 0.03% | 0.04% | 313 | -640 | -7.24% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Reduced | 8,186 | 427 | 0.0% | 0.0% | 314 | -55,359 | -87.12% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 8,166 | 426 | 0.01% | 0.01% | 315 | +38 | 0.47% | Q1 2026 | Apr 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 8,115 | 423 | 0.03% | 0.03% | 316 | -662 | -7.54% | Q1 2026 | Apr 08, 2026 |
| Betterment LLC | History | Added to | 7,943 | 415 | 0.0% | 0.0% | 317 | +444 | 5.92% | Q1 2026 | May 14, 2026 |
| Balance Wealth, LLC | History | Added to | 7,733 | 403 | 0.13% | 0.13% | 318 | +175 | 2.32% | Q1 2026 | Apr 20, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 7,594 | 396 | 0.13% | 0.13% | 319 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | New | 7,564 | 394 | 0.01% | — | 320 | +7,564 | New | Q1 2026 | May 15, 2026 |
| Archford Capital Strategies, LLC | History | New | 7,482 | 390 | 0.04% | — | 322 | +7,482 | New | Q1 2026 | Apr 15, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 7,484 | 390 | 0.02% | 0.02% | 321 | -334 | -4.27% | Q1 2026 | Apr 16, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 7,400 | 386 | 0.01% | 0.01% | 323 | -1,306 | -15.0% | Q1 2026 | May 05, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 7,189 | 375 | 0.07% | 0.07% | 324 | -62 | -0.86% | Q1 2026 | May 11, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 7,169 | 374 | 0.1% | 0.11% | 325 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 7,031 | 366 | 0.02% | 0.02% | 326 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 6,966 | 363 | 0.04% | 0.07% | 327 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,907 | 360 | 0.0% | 0.0% | 328 | +664 | 10.64% | Q1 2026 | May 05, 2026 |
| Vantage Point Financial LLC | History | Added to | 6,725 | 350 | 0.12% | 0.11% | 329 | +1,054 | 18.59% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 6,618 | 345 | 0.0% | 0.0% | 330 | +130 | 2.0% | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 6,550 | 341 | 0.01% | 0.01% | 331 | -42 | -0.64% | Q1 2026 | May 05, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 6,534 | 341 | 0.04% | 0.04% | 332 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Added to | 6,470 | 337 | 0.01% | 0.01% | 333 | +1,838 | 39.68% | Q1 2026 | May 04, 2026 |
| Atria Investments, Inc | History | Added to | 6,443 | 336 | 0.0% | 0.0% | 334 | +314 | 5.12% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 6,382 | 333 | 0.02% | 0.02% | 335 | +357 | 5.93% | Q1 2026 | Apr 17, 2026 |
| COMMERCE BANK | History | No change | 6,257 | 326 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 6,141 | 320 | 0.0% | 0.01% | 337 | -140 | -2.23% | Q1 2026 | May 15, 2026 |
| Burford Brothers, Inc. | History | No change | 6,149 | 320 | 0.13% | 0.13% | 338 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BIP Wealth, LLC | History | Added to | 6,018 | 314 | 0.01% | 0.01% | 339 | +95 | 1.6% | Q1 2026 | Apr 27, 2026 |
| NWF Advisory Services Inc. | History | Added to | 6,027 | 314 | 0.04% | 0.03% | 340 | +49 | 0.82% | Q1 2026 | May 04, 2026 |
| NewSquare Capital LLC | History | Added to | 6,015 | 313 | 0.03% | 0.03% | 341 | +241 | 4.17% | Q1 2026 | May 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 5,996 | 312 | 0.01% | — | 342 | +5,996 | New | Q1 2026 | Apr 20, 2026 |
| Worth Asset Management, LLC | History | New | 5,960 | 311 | 0.12% | — | 343 | +5,960 | New | Q1 2026 | Apr 17, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 5,942 | 310 | 0.14% | 0.15% | 344 | +7 | 0.12% | Q1 2026 | May 14, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 5,950 | 310 | 0.15% | 0.14% | 345 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 5,896 | 307 | 0.0% | — | 346 | +5,896 | New | Q1 2026 | May 13, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 5,766 | 300 | 0.2% | 0.24% | 347 | -913 | -13.67% | Q1 2026 | Apr 30, 2026 |
| Composition Wealth, LLC | History | Reduced | 5,732 | 299 | 0.0% | 0.0% | 349 | -521 | -8.33% | Q1 2026 | Apr 08, 2026 |
| GWN SECURITIES INC. | History | Reduced | 5,739 | 299 | 0.06% | 0.06% | 348 | -28 | -0.49% | Q1 2026 | May 14, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 5,722 | 298 | 0.08% | 0.09% | 350 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clark Asset Management, LLC | History | Added to | 5,679 | 296 | 0.03% | 0.03% | 351 | +209 | 3.82% | Q1 2026 | Apr 16, 2026 |
| Gateway Wealth Partners, LLC | History | New | 5,532 | 288 | 0.01% | — | 352 | +5,532 | New | Q1 2026 | May 15, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 5,500 | 287 | 0.09% | 0.09% | 353 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 5,482 | 286 | 0.04% | 0.03% | 354 | +1,394 | 34.1% | Q1 2026 | Apr 15, 2026 |
| Private Wealth Group, LLC | History | Added to | 5,376 | 280 | 0.13% | 0.13% | 355 | +84 | 1.59% | Q1 2026 | Apr 23, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 5,372 | 280 | 0.05% | 0.05% | 356 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| M&T BANK CORP | History | New | 5,275 | 275 | 0.0% | — | 357 | +5,275 | New | Q1 2026 | May 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 5,223 | 272 | 0.01% | 0.02% | 358 | -212 | -3.9% | Q1 2026 | Apr 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,208 | 271 | 0.01% | 0.01% | 359 | +2 | 0.04% | Q1 2026 | May 01, 2026 |
| Powers Advisory Group, LLC | History | Added to | 5,168 | 269 | 0.09% | 0.1% | 360 | +31 | 0.6% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 5,128 | 267 | 0.02% | 0.02% | 361 | -4,234 | -45.23% | Q1 2026 | Apr 28, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 5,079 | 265 | 0.05% | 0.06% | 362 | -195 | -3.7% | Q1 2026 | Apr 13, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Added to | 5,008 | 261 | 0.14% | 0.14% | 363 | +39 | 0.78% | Q1 2026 | Apr 21, 2026 |
| FreeGulliver LLC | History | New | 5,000 | 260 | 0.11% | — | 364 | +5,000 | New | Q1 2026 | May 15, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 4,938 | 257 | 0.02% | 0.02% | 365 | +935 | 23.36% | Q1 2026 | May 06, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 4,906 | 256 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 4,899 | 255 | 0.08% | 0.09% | 367 | -339 | -6.47% | Q1 2026 | Apr 15, 2026 |
| Advisor OS, LLC | History | Added to | 4,811 | 251 | 0.02% | 0.02% | 368 | +503 | 11.68% | Q1 2026 | May 07, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 4,790 | 250 | 0.08% | 0.12% | 370 | +39 | 0.82% | Q1 2026 | Apr 20, 2026 |
| ALTFEST L J & CO INC | History | No change | 4,798 | 250 | 0.03% | 0.03% | 369 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| StoneX Group Inc. | History | Reduced | 4,782 | 249 | 0.01% | 0.1% | 371 | -40,732 | -89.49% | Q1 2026 | May 14, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 4,760 | 248 | 0.03% | 0.03% | 373 | -14 | -0.29% | Q1 2026 | May 11, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 4,759 | 248 | 0.02% | 0.02% | 372 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,741 | 247 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Key FInancial Inc | History | No change | 4,579 | 238 | 0.04% | 0.04% | 375 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| National Wealth Management Group, LLC | History | New | 4,429 | 231 | 0.09% | — | 376 | +4,429 | New | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 4,400 | 229 | 0.0% | 0.0% | 377 | +566 | 14.76% | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Added to | 4,403 | 229 | 0.02% | 0.02% | 378 | +471 | 11.98% | Q1 2026 | Apr 22, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 4,320 | 225 | 0.15% | 0.14% | 379 | -130 | -2.92% | Q1 2026 | Apr 15, 2026 |
| Stablepoint Partners, LLC | History | Added to | 4,310 | 224 | 0.03% | 0.03% | 381 | +376 | 9.56% | Q1 2026 | Apr 30, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 4,300 | 224 | 0.03% | 0.03% | 380 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 4,274 | 223 | 0.01% | — | 382 | +4,274 | New | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 4,243 | 221 | 0.0% | — | 383 | +4,243 | New | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 4,200 | 219 | 0.01% | — | 384 | +4,200 | New | Q1 2026 | Apr 28, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 4,074 | 212 | 0.14% | — | 386 | +4,074 | New | Q1 2026 | Apr 23, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 4,068 | 212 | 0.16% | 0.18% | 385 | +33 | 0.82% | Q1 2026 | May 08, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 4,066 | 211 | 0.0% | 0.0% | 387 | -29 | -0.71% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 4,036 | 210 | 0.0% | 0.0% | 388 | -140 | -3.35% | Q1 2026 | May 08, 2026 |
| Walleye Partners, LLC | History | New | 4,020 | 209 | 0.26% | — | 390 | +4,020 | New | Q1 2026 | Apr 23, 2026 |
| Goldstein Advisors, LLC | History | No change | 4,021 | 209 | 0.02% | 0.02% | 389 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Millstone Evans Group, LLC | History | No change | 4,000 | 208 | 0.12% | 0.12% | 391 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 3,952 | 206 | 0.19% | — | 392 | +3,952 | New | Q1 2026 | Apr 23, 2026 |
| Hobart Private Capital, LLC | History | New | 3,928 | 205 | 0.04% | — | 393 | +3,928 | New | Q1 2026 | Apr 07, 2026 |
| MCF Advisors LLC | History | Added to | 3,911 | 204 | 0.01% | 0.01% | 394 | +1,411 | 56.44% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 3,896 | 203 | 0.01% | 0.01% | 395 | +18 | 0.46% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Added to | 3,881 | 202 | 0.0% | 0.0% | 396 | +436 | 12.66% | Q1 2026 | Apr 13, 2026 |
| Signal Advisors Wealth, LLC | History | New | 3,867 | 201 | 0.01% | — | 398 | +3,867 | New | Q1 2026 | Apr 17, 2026 |
| HUB Investment Partners, LLC | History | No change | 3,868 | 201 | 0.0% | 0.01% | 397 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Occidental Asset Management, LLC | History | No change | 3,846 | 200 | 0.02% | 0.02% | 399 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 3,778 | 197 | 0.01% | 0.01% | 400 | -35 | -0.92% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 3,710 | 193 | 0.0% | 0.0% | 401 | +702 | 23.34% | Q1 2026 | May 05, 2026 |
| Milestone Investment Advisors LLC | History | No change | 3,380 | 176 | 0.04% | 0.04% | 402 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Horizon Investments, LLC | History | Added to | 3,112 | 161 | 0.0% | 0.0% | 403 | +3,090 | 14045.45% | Q1 2026 | May 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 2,984 | 155 | 0.02% | — | 404 | +2,984 | New | Q1 2026 | Apr 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 2,768 | 144 | 0.0% | 0.0% | 405 | +1,213 | 78.01% | Q1 2026 | Apr 23, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 2,511 | 131 | 0.08% | 0.04% | 406 | +1,216 | 93.9% | Q1 2026 | May 15, 2026 |
| Lodestone Wealth Management LLC | History | New | 2,040 | 106 | 0.04% | — | 407 | +2,040 | New | Q1 2026 | May 01, 2026 |
| SITTNER & NELSON, LLC | History | No change | 2,000 | 104 | 0.04% | 0.04% | 408 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,915 | 100 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 1,851 | 96 | 0.07% | 0.08% | 410 | +83 | 4.69% | Q1 2026 | Apr 27, 2026 |
| Triumph Capital Management | History | New | 1,800 | 93 | 0.02% | — | 411 | +1,800 | New | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,700 | 88 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 1,431 | 74 | 0.0% | 0.0% | 413 | +1,179 | 467.86% | Q1 2026 | May 15, 2026 |
| Red Tortoise LLC | History | Added to | 1,428 | 74 | 0.03% | 0.03% | 414 | +12 | 0.85% | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,359 | 71 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,167 | 60 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,117 | 58 | 0.0% | — | 417 | +1,102 | 7346.67% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | No change | 1,000 | 52 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WealthShield Partners, LLC | History | No change | 949 | 49 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 800 | 41 | 0.0% | — | 420 | +800 | New | Q1 2026 | Apr 14, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 675 | 35 | 0.02% | 0.02% | 421 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | New | 618 | 32 | 0.0% | — | 422 | +618 | New | Q1 2026 | May 19, 2026 |
| Frazier Financial Advisors, LLC | History | New | 591 | 30 | 0.02% | — | 424 | +591 | New | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 590 | 30 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 384 | 20 | 0.0% | 0.0% | 425 | -10 | -2.54% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 375 | 19 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 356 | 18 | 0.0% | 0.0% | 427 | +2 | 0.56% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 342 | 17 | 0.0% | 0.0% | 428 | -5,227 | -93.86% | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 302 | 15 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 276 | 14 | 0.0% | 0.0% | 430 | +2 | 0.73% | Q1 2026 | Apr 24, 2026 |
| Holos Integrated Wealth LLC | History | New | 244 | 12 | 0.01% | — | 431 | +244 | New | Q1 2026 | Apr 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 230 | 11 | 0.0% | 0.0% | 432 | +2 | 0.88% | Q1 2026 | May 05, 2026 |
| Trust Co | History | No change | 112 | 5 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 105 | 5 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 69 | 3 | 0.0% | 0.0% | 436 | +1 | 1.47% | Q1 2026 | May 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 40 | 2 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Parallel Advisors, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -53,001 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -15,484 | -100.0% | Q1 2026 | May 11, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,174 | -100.0% | Q1 2026 | May 12, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -13,186 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Zhang Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,961 | -100.0% | Q1 2026 | May 06, 2026 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,234 | -100.0% | Q1 2026 | May 04, 2026 |
| Mattson Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,574 | -100.0% | Q1 2026 | May 11, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,906 | -100.0% | Q1 2026 | May 14, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.23% | — | -5,597 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,774 | -100.0% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,315 | -100.0% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,082 | -100.0% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,037 | -100.0% | Q1 2026 | May 01, 2026 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,954 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Compass Ion Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,835 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,378 | -100.0% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,700 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -1,322 | -100.0% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -962 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Basepoint Wealth LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 13, 2026 |