RADIANT LOGISTICS, INC - RLGT
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 4,110,441 | 28,978 | 0.0% | 0.0% | 1 | +61,795 | 1.53% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,967,160 | 20,917 | 0.0% | 0.0% | 2 | +4,883 | 0.16% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Reduced | 2,735,220 | 19,283 | 0.0% | 0.0% | 3 | -20,470 | -0.74% | Q1 2026 | May 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 2,525,326 | 17,803 | 0.18% | 0.15% | 4 | +250,903 | 11.03% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 1,969,480 | 12,466 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,532,498 | 10,804 | 0.0% | — | 6 | +1,532,498 | New | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,377,527 | 9,711 | 0.0% | 0.0% | 7 | +12,057 | 0.88% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 844,969 | 5,958 | 0.0% | 0.0% | 8 | +10,579 | 1.27% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 764,902 | 5,392 | 0.0% | 0.0% | 9 | +1,473 | 0.19% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 656,106 | 4,625 | 0.0% | 0.0% | 10 | +61,574 | 10.36% | Q1 2026 | May 08, 2026 |
| CM Management, LLC | History | No change | 650,000 | 4,582 | 3.83% | 3.47% | 11 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 516,507 | 3,641 | 0.01% | 0.01% | 12 | +15,206 | 3.03% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 401,117 | 2,827 | 0.0% | 0.0% | 13 | +286,700 | 250.57% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 404,176 | 2,788 | 0.0% | 0.0% | 14 | -63,234 | -13.53% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 318,573 | 2,245 | 0.0% | 0.0% | 15 | +130,608 | 69.49% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 317,776 | 2,240 | 0.0% | 0.0% | 16 | +100,684 | 46.38% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 294,286 | 2,074 | 0.0% | 0.0% | 17 | +14,880 | 5.33% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 281,810 | 1,986 | 0.0% | 0.0% | 18 | +194,564 | 223.01% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 271,518 | 1,914 | 0.0% | 0.0% | 19 | -28,457 | -9.49% | Q1 2026 | May 15, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | No change | 285,682 | 1,808 | 3.02% | 3.02% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 245,121 | 1,728 | 0.0% | 0.0% | 21 | -157,829 | -39.17% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | New | 235,000 | 1,656 | 0.1% | — | 22 | +235,000 | New | Q1 2026 | Apr 23, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 228,365 | 1,609 | 0.0% | — | 23 | +228,365 | New | Q1 2026 | May 08, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 228,218 | 1,608 | 0.0% | 0.0% | 24 | +6,098 | 2.75% | Q1 2026 | May 14, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 221,093 | 1,558 | 0.2% | 0.11% | 25 | +79,462 | 56.1% | Q1 2026 | May 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 208,711 | 1,471 | 0.0% | — | 26 | +208,711 | New | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 201,981 | 1,423 | 0.0% | 0.0% | 27 | +170,246 | 536.46% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 162,824 | 1,147 | 0.0% | 0.0% | 28 | -17,293 | -9.6% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 150,300 | 1,059 | 0.0% | 0.0% | 29 | +15,473 | 11.48% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | New | 133,692 | 942 | 0.0% | — | 30 | +133,692 | New | Q1 2026 | May 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 130,934 | 923 | 0.02% | 0.02% | 31 | -11,664 | -8.18% | Q1 2026 | May 15, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | No change | 127,799 | 900 | 0.54% | 0.46% | 32 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 117,139 | 825 | 0.0% | 0.0% | 33 | +4,253 | 3.77% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 115,948 | 817 | 0.0% | 0.0% | 34 | +3,150 | 2.79% | Q1 2026 | May 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 111,036 | 782 | 0.0% | 0.0% | 35 | -73,763 | -39.92% | Q1 2026 | May 08, 2026 |
| Informed Momentum Co LLC | History | New | 109,021 | 768 | 0.09% | — | 36 | +109,021 | New | Q1 2026 | May 13, 2026 |
| Boston Partners | History | Added to | 99,408 | 700 | 0.0% | 0.0% | 37 | +4,197 | 4.41% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Reduced | 97,203 | 685 | 0.0% | 0.0% | 38 | -49,588 | -33.78% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 96,586 | 680 | 0.0% | 0.0% | 39 | -8,034 | -7.68% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 89,098 | 626 | 0.0% | 0.0% | 40 | +4,309 | 5.08% | Q1 2026 | Apr 30, 2026 |
| PEAK6 LLC | History | New | 84,921 | 598 | 0.0% | — | 41 | +84,921 | New | Q1 2026 | May 13, 2026 |
| STRS OHIO | History | Reduced | 80,600 | 568 | 0.0% | 0.0% | 42 | -2,600 | -3.13% | Q1 2026 | Apr 24, 2026 |
| Monument Capital Management | History | No change | 76,500 | 539 | 0.14% | 0.12% | 43 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 76,049 | 536 | 0.0% | 0.0% | 44 | +1,684 | 2.26% | Q1 2026 | Apr 22, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 72,884 | 513 | 0.0% | 0.0% | 45 | -471 | -0.64% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 81,200 | 513 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Reduced | 67,536 | 476 | 0.0% | 0.01% | 47 | -20,000 | -22.85% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 64,122 | 452 | 0.0% | 0.0% | 48 | +443 | 0.7% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 63,398 | 446 | 0.0% | 0.0% | 49 | +9,039 | 16.63% | Q1 2026 | May 15, 2026 |
| Bristlecone Value Partners, LLC | History | No change | 58,430 | 411 | 0.36% | 0.43% | 50 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RBF Capital, LLC | History | Reduced | 54,442 | 383 | 0.02% | 0.02% | 51 | -1,590 | -2.84% | Q1 2026 | May 18, 2026 |
| Rothschild Wealth LLC | History | Reduced | 50,749 | 357 | 0.03% | 0.17% | 52 | -234,933 | -82.24% | Q1 2026 | May 06, 2026 |
| WESCAP Management Group, Inc. | History | No change | 46,000 | 324 | 0.06% | 0.06% | 53 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 45,575 | 321 | 0.0% | 0.0% | 54 | -947 | -2.04% | Q1 2026 | May 12, 2026 |
| Brookwood Investment Group LLC | History | New | 43,650 | 307 | 0.04% | — | 55 | +43,650 | New | Q1 2026 | May 04, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Reduced | 42,302 | 298 | 0.01% | 0.01% | 56 | -13,050 | -23.58% | Q1 2026 | May 07, 2026 |
| BAILARD, INC. | History | New | 41,000 | 289 | 0.01% | — | 57 | +41,000 | New | Q1 2026 | May 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 40,500 | 285 | 0.0% | — | 58 | +40,500 | New | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 40,001 | 282 | 0.0% | 0.0% | 59 | -667 | -1.64% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 36,104 | 254 | 0.0% | 0.0% | 60 | -2,994 | -7.66% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 35,700 | 251 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 34,763 | 245 | 0.0% | 0.0% | 62 | +8,056 | 30.16% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 32,608 | 229 | 0.0% | 0.0% | 63 | -1,564 | -4.58% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 34,188 | 216 | 0.0% | 0.0% | 64 | +1,218 | 3.69% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 26,242 | 185 | 0.0% | 0.0% | 65 | -458 | -1.72% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | New | 25,993 | 183 | 0.0% | — | 66 | +25,993 | New | Q1 2026 | May 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 25,206 | 178 | 0.0% | 0.0% | 67 | +7,426 | 41.77% | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 18,292 | 153 | 0.01% | 0.01% | 68 | -2,261 | -11.0% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | Reduced | 20,577 | 145 | 0.01% | 0.01% | 69 | -6,324 | -23.51% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 20,057 | 141 | 0.0% | 0.0% | 70 | +7,357 | 57.93% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 18,156 | 128 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 17,887 | 126 | 0.01% | — | 72 | +17,887 | New | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 17,245 | 121 | 0.0% | 0.0% | 73 | +408 | 2.42% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 16,748 | 118 | 0.0% | 0.0% | 74 | -25,892 | -60.72% | Q1 2026 | May 11, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Reduced | 16,472 | 116 | 0.01% | 0.01% | 75 | -9,925 | -37.6% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 15,776 | 111 | 0.0% | — | 76 | +15,776 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 15,197 | 107 | 0.0% | 0.0% | 77 | -58,215 | -79.3% | Q1 2026 | May 05, 2026 |
| Vanguard Global Advisers, LLC | History | New | 14,054 | 99 | 0.0% | — | 78 | +14,054 | New | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 13,729 | 96 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 13,185 | 92 | 0.0% | — | 80 | +13,185 | New | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 12,070 | 85 | 0.0% | — | 81 | +12,070 | New | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 11,601 | 81 | 0.0% | — | 82 | +11,601 | New | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 10,885 | 76 | 0.0% | — | 84 | +10,885 | New | Q1 2026 | Apr 20, 2026 |
| Engineers Gate Manager LP | History | Added to | 10,900 | 76 | 0.0% | 0.0% | 83 | +257 | 2.41% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 10,726 | 75 | 0.0% | — | 85 | +10,726 | New | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 10,446 | 73 | 0.0% | — | 86 | +10,446 | New | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 10,300 | 72 | 0.0% | — | 87 | +10,300 | New | Q1 2026 | May 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 10,019 | 70 | 0.0% | 0.0% | 88 | -2,146 | -17.64% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,326 | 65 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 9,169 | 64 | 0.0% | 0.0% | 90 | +7,337 | 400.49% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 8,836 | 62 | 0.0% | 0.0% | 91 | -2,345 | -20.97% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,503 | 52 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | Reduced | 5,585 | 39 | 0.0% | 0.0% | 93 | -4,635 | -45.35% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 5,354 | 37 | 0.0% | 0.0% | 94 | +4,207 | 366.78% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 3,566 | 25 | 0.0% | 0.0% | 95 | -101 | -2.75% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,434 | 24 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 3,235 | 22 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,738 | 19 | 0.0% | 0.0% | 98 | +2,212 | 420.53% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,000 | 14 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,960 | 13 | 0.0% | 0.0% | 100 | -261 | -11.75% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | No change | 1,500 | 10 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,200 | 8 | 0.0% | 0.0% | 103 | -889 | -42.56% | Q1 2026 | Apr 22, 2026 |
| Advisors Asset Management, Inc. | History | No change | 1,186 | 8 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 908 | 6 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 771 | 5 | 0.0% | — | 105 | +771 | New | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 600 | 4 | 0.0% | 0.0% | 106 | -1,046 | -63.55% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 545 | 3 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 400 | 2 | 0.0% | 0.0% | 109 | -1,497 | -78.91% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 355 | 2 | 0.0% | — | 111 | +355 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 300 | 2 | 0.0% | — | 112 | +300 | New | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 372 | 2 | 0.0% | 0.0% | 110 | +93 | 33.33% | Q1 2026 | Apr 06, 2026 |
| COMERICA BANK | History | No change | 377 | 2 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | New | 283 | 1 | 0.0% | — | 119 | +283 | New | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 280 | 1 | 0.0% | — | 115 | +273 | 3900.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | New | 272 | 1 | 0.0% | — | 117 | +272 | New | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 177 | 1 | 0.0% | — | 118 | +177 | New | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 123 | 1 | 0.0% | 0.0% | 116 | -28 | -18.54% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 253 | 1 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 176 | 1 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CREDIT AGRICOLE S A | History | Closed out | 0 | 0 | — | 0.0% | — | -197,000 | -100.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,224 | -100.0% | Q1 2026 | May 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,900 | -100.0% | Q1 2026 | May 15, 2026 |
| Metis Global Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,806 | -100.0% | Q1 2026 | May 07, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,441 | -100.0% | Q1 2026 | May 08, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,878 | -100.0% | Q1 2026 | May 15, 2026 |
| Williams & Novak, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,350 | -100.0% | Q1 2026 | Apr 20, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -10,640 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,824 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,139 | -100.0% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Reduced | 13 | 0 | — | 0.0% | — | -555 | -97.71% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Added to | 24 | 0 | — | — | — | +17 | 242.86% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 46 | 0 | — | — | — | +16 | 53.33% | Q1 2026 | May 07, 2026 |
| MATHER GROUP, LLC. | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Reduced | 16 | 0 | — | — | — | -12 | -42.86% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 26 | 0 | — | — | — | +3 | 13.04% | Q1 2026 | Apr 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Added to | 37 | 0 | — | — | — | +1 | 2.78% | Q1 2026 | May 21, 2026 |
| JPL Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 110 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 102 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |