iSHARES TRUST - TFLO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,745,149 | 392,136 | 0.03% | 0.02% | 1 | +1,920,892 | 32.98% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 6,750,827 | 341,794 | 0.09% | 0.09% | 2 | -5,540 | -0.08% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 3,638,870 | 184,236 | 0.01% | 0.01% | 3 | +7,187 | 0.2% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 2,042,045 | 103,388 | 0.02% | 0.02% | 4 | -168,523 | -7.62% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 1,792,834 | 90,771 | 0.71% | 0.69% | 5 | +68,398 | 3.97% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,750,356 | 88,620 | 0.02% | 0.03% | 6 | -109,850 | -5.91% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Reduced | 1,561,623 | 79,064 | 0.09% | 0.09% | 7 | -9,606 | -0.61% | Q1 2026 | May 13, 2026 |
| Financial Advisory Corp | History | Reduced | 1,494,464 | 75,664 | 10.51% | 11.7% | 8 | -99,404 | -6.24% | Q1 2026 | Apr 10, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 1,337,826 | 67,734 | 8.82% | 8.2% | 9 | +102,751 | 8.32% | Q1 2026 | Apr 28, 2026 |
| BIP Wealth, LLC | History | Reduced | 1,303,001 | 65,970 | 2.68% | 2.67% | 10 | -194,556 | -12.99% | Q1 2026 | Apr 27, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 1,182,871 | 59,817 | 2.3% | 2.04% | 11 | +175,263 | 17.39% | Q1 2026 | Apr 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,164,797 | 58,973 | 0.01% | 0.01% | 12 | +303,711 | 35.27% | Q1 2026 | May 11, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 1,135,747 | 57,502 | 11.95% | 11.47% | 13 | +36,651 | 3.33% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,072,659 | 54,308 | 0.02% | 0.02% | 14 | +20,293 | 1.93% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 1,065,200 | 53,931 | 0.62% | 0.58% | 15 | +62,529 | 6.24% | Q1 2026 | Apr 16, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 1,038,819 | 52,595 | 10.22% | 3.86% | 16 | +709,301 | 215.25% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,035,906 | 52,447 | 0.06% | 0.06% | 17 | -46,680 | -4.31% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,023,783 | 51,835 | 0.01% | 0.01% | 18 | -233,995 | -18.6% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 997,985 | 50,531 | 0.07% | 0.07% | 19 | +29,864 | 3.08% | Q1 2026 | May 15, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 907,031 | 45,922 | 1.43% | 1.4% | 20 | -1,012 | -0.11% | Q1 2026 | Apr 24, 2026 |
| Stash Investments, LLC | History | Added to | 906,988 | 45,920 | 17.81% | 17.63% | 21 | +35,331 | 4.05% | Q1 2026 | Apr 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 856,299 | 43,354 | 0.11% | 0.12% | 22 | -59,488 | -6.5% | Q1 2026 | Apr 30, 2026 |
| AlphaCore Capital LLC | History | Reduced | 832,366 | 42,142 | 1.0% | 0.94% | 23 | -5,264 | -0.63% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 827,191 | 41,880 | 0.04% | 0.03% | 24 | +161,824 | 24.32% | Q1 2026 | May 12, 2026 |
| Rinkey Investments | History | Reduced | 796,761 | 40,340 | 10.32% | 10.51% | 25 | -23,027 | -2.81% | Q1 2026 | May 11, 2026 |
| Walker Financial Services, Inc. | History | Added to | 776,704 | 39,324 | 13.45% | 12.27% | 26 | +105,390 | 15.7% | Q1 2026 | Apr 29, 2026 |
| Facet Wealth, Inc. | History | Added to | 699,741 | 35,427 | 0.61% | 0.58% | 27 | +55,336 | 8.59% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Reduced | 658,900 | 33,360 | 0.07% | 0.07% | 28 | -109 | -0.02% | Q1 2026 | May 06, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 636,839 | 32,185 | 3.18% | 4.01% | 29 | +36,399 | 6.06% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 624,744 | 31,630 | 1.14% | 0.33% | 30 | +449,599 | 256.7% | Q1 2026 | May 13, 2026 |
| Omnitrust Wealth Management, Inc | History | Added to | 619,183 | 31,349 | 40.6% | 10.9% | 31 | +449,259 | 264.39% | Q1 2026 | Apr 22, 2026 |
| FORM Wealth Advisors, LLC | History | New | 585,477 | 29,642 | 3.47% | — | 32 | +585,477 | New | Q1 2026 | Apr 10, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 515,848 | 26,117 | 6.9% | 6.75% | 33 | -4,631 | -0.89% | Q1 2026 | Apr 22, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 514,649 | 26,056 | 1.6% | 1.28% | 34 | +125,727 | 32.33% | Q1 2026 | Apr 20, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 494,090 | 25,015 | 1.42% | 1.25% | 35 | +81,394 | 19.72% | Q1 2026 | Apr 09, 2026 |
| J2 Capital Management Inc | History | Added to | 483,683 | 24,488 | 16.79% | 9.89% | 36 | +214,936 | 79.98% | Q1 2026 | Apr 21, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 464,752 | 23,530 | 0.23% | 0.24% | 37 | -24,162 | -4.94% | Q1 2026 | May 08, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 461,402 | 23,305 | 15.87% | — | 38 | +461,402 | New | Q1 2026 | Apr 08, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 449,808 | 22,773 | 2.27% | 2.24% | 39 | +3,645 | 0.82% | Q1 2026 | Apr 30, 2026 |
| Luminist Capital LLC | History | Added to | 445,105 | 22,535 | 29.94% | 15.8% | 40 | +191,008 | 75.17% | Q1 2026 | Apr 24, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 436,853 | 22,117 | 5.99% | 6.98% | 41 | -66,251 | -13.17% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 431,963 | 21,870 | 0.47% | 0.15% | 42 | +296,762 | 219.5% | Q1 2026 | May 01, 2026 |
| MKT Advisors LLC | History | Added to | 425,165 | 21,475 | 7.2% | 3.77% | 43 | +206,161 | 94.14% | Q1 2026 | Apr 10, 2026 |
| HighTower Advisors, LLC | History | Reduced | 416,662 | 21,095 | 0.02% | 0.03% | 44 | -173,188 | -29.36% | Q1 2026 | May 05, 2026 |
| SUMMITRY LLC | History | Added to | 412,293 | 20,874 | 0.91% | 0.86% | 45 | +1,384 | 0.34% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | Added to | 406,901 | 20,601 | 0.04% | 0.04% | 46 | +15,766 | 4.03% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 399,043 | 20,147 | 0.19% | 0.14% | 47 | +132,095 | 49.48% | Q1 2026 | Apr 07, 2026 |
| Creative Planning | History | Reduced | 383,553 | 19,419 | 0.01% | 0.01% | 48 | -2,222 | -0.58% | Q1 2026 | May 12, 2026 |
| Weaver Consulting Group | History | Reduced | 377,801 | 19,128 | 4.56% | 5.07% | 49 | -33,196 | -8.08% | Q1 2026 | May 15, 2026 |
| St. Louis Financial Planners Asset Management, LLC | History | Reduced | 360,431 | 18,248 | 10.34% | 11.24% | 50 | -1,998 | -0.55% | Q1 2026 | Apr 07, 2026 |
| Portfolio Design Labs, LLC | History | Added to | 339,302 | 17,178 | 3.05% | 2.06% | 51 | +91,623 | 36.99% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 317,993 | 16,099 | 0.01% | 0.01% | 52 | -163,236 | -33.92% | Q1 2026 | May 15, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 303,924 | 15,351 | 3.32% | 3.07% | 53 | +22,886 | 8.14% | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 303,285 | 15,303 | 0.27% | 0.27% | 54 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Added to | 296,312 | 15,002 | 0.31% | 0.25% | 55 | +77,462 | 35.4% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 292,273 | 14,797 | 0.02% | 0.04% | 56 | -307,206 | -51.25% | Q1 2026 | Apr 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 291,138 | 14,740 | 0.03% | — | 57 | +291,138 | New | Q1 2026 | May 01, 2026 |
| Ascent Group, LLC | History | Added to | 277,035 | 14,026 | 0.49% | 0.35% | 58 | +73,684 | 36.23% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 253,469 | 12,833 | 0.43% | 0.31% | 59 | -529 | -0.21% | Q1 2026 | Apr 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 248,525 | 12,582 | 0.02% | 0.02% | 60 | -7,775 | -3.03% | Q1 2026 | May 15, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 246,845 | 12,497 | 3.46% | 2.72% | 61 | +76,146 | 44.61% | Q1 2026 | Apr 09, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 247,360 | 12,496 | 0.71% | 0.73% | 62 | +1,623 | 0.66% | Q1 2026 | Apr 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 245,240 | 12,416 | 0.91% | 0.86% | 63 | -6,515 | -2.59% | Q1 2026 | Apr 20, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 244,181 | 12,362 | 2.44% | 2.31% | 64 | +17,859 | 7.89% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 242,208 | 12,263 | 0.0% | 0.0% | 65 | +194,323 | 405.81% | Q1 2026 | May 13, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 241,455 | 12,224 | 7.42% | 6.72% | 66 | +43,451 | 21.94% | Q1 2026 | Apr 21, 2026 |
| Private Advisor Group, LLC | History | Reduced | 238,560 | 12,078 | 0.06% | 0.06% | 67 | -30,932 | -11.48% | Q1 2026 | Apr 24, 2026 |
| Optivise Advisory Services LLC | History | Added to | 230,838 | 11,687 | 7.08% | 4.82% | 68 | +65,141 | 39.31% | Q1 2026 | Apr 15, 2026 |
| Arta Finance Wealth Management LLC | History | Reduced | 228,780 | 11,548 | 5.7% | 7.11% | 69 | -47,282 | -17.13% | Q1 2026 | Apr 20, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 221,679 | 11,223 | 3.55% | 3.31% | 70 | +31,508 | 16.57% | Q1 2026 | Apr 15, 2026 |
| Glenview Trust Co | History | Added to | 213,753 | 10,822 | 0.17% | 0.09% | 71 | +100,337 | 88.47% | Q1 2026 | May 08, 2026 |
| HARTLINE INVESTMENT CORP/ | History | Added to | 213,380 | 10,803 | 1.19% | 1.13% | 72 | +5,900 | 2.84% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 199,657 | 10,108 | 2.46% | 2.33% | 73 | +11,517 | 6.12% | Q1 2026 | Apr 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 199,512 | 10,101 | 0.09% | 0.09% | 74 | -37,966 | -15.99% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 183,323 | 9,281 | 0.07% | 0.09% | 75 | -39,767 | -17.83% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 181,867 | 9,177 | 0.06% | 0.07% | 76 | -26,327 | -12.65% | Q1 2026 | May 15, 2026 |
| Worth Asset Management, LLC | History | New | 174,572 | 8,838 | 3.29% | — | 77 | +174,572 | New | Q1 2026 | Apr 17, 2026 |
| Generation Capital Management LLC | History | Added to | 172,371 | 8,727 | 6.38% | 5.42% | 78 | +6,794 | 4.1% | Q1 2026 | May 08, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 170,670 | 8,641 | 0.3% | 0.29% | 79 | +9,900 | 6.16% | Q1 2026 | May 06, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 166,683 | 8,425 | 1.15% | 1.36% | 80 | +25,737 | 18.26% | Q1 2026 | May 11, 2026 |
| Sovran Advisors, LLC | History | Added to | 166,110 | 8,410 | 0.66% | 0.7% | 81 | +3,835 | 2.36% | Q1 2026 | May 01, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 164,760 | 8,341 | 0.0% | 0.0% | 82 | +160,212 | 3522.69% | Q1 2026 | May 12, 2026 |
| LANDAAS & CO /WI /ADV | History | Reduced | 160,320 | 8,117 | 1.78% | 3.01% | 83 | -110,826 | -40.87% | Q1 2026 | Apr 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 159,090 | 8,054 | 0.05% | 0.06% | 84 | -29,597 | -15.69% | Q1 2026 | May 15, 2026 |
| Element Wealth, LLC | History | Reduced | 158,119 | 8,005 | 3.3% | 3.56% | 85 | -12,828 | -7.5% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 156,296 | 7,913 | 0.02% | 0.02% | 86 | -18,610 | -10.64% | Q1 2026 | Apr 22, 2026 |
| HAMEL ASSOCIATES, INC. | History | Reduced | 154,390 | 7,816 | 2.23% | 3.59% | 87 | -81,415 | -34.53% | Q1 2026 | May 07, 2026 |
| Markin Asset Management, LP | History | Reduced | 152,152 | 7,703 | 8.46% | 12.05% | 88 | -65,060 | -29.95% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 149,518 | 7,570 | 0.62% | 0.71% | 89 | -14,770 | -8.99% | Q1 2026 | Apr 08, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 145,961 | 7,389 | 0.64% | 0.63% | 90 | +1,260 | 0.87% | Q1 2026 | Apr 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 144,795 | 7,330 | 0.13% | 0.13% | 91 | +1,948 | 1.36% | Q1 2026 | Apr 10, 2026 |
| Sankala Group LLC | History | Added to | 144,678 | 7,322 | 5.98% | 5.82% | 92 | +793 | 0.55% | Q1 2026 | Mar 31, 2026 |
| Cerity Partners LLC | History | Reduced | 144,556 | 7,318 | 0.01% | 0.01% | 93 | -20,343 | -12.34% | Q1 2026 | May 15, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 134,910 | 6,830 | 3.09% | 2.76% | 94 | +7,093 | 5.55% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 128,808 | 6,521 | 0.02% | 0.06% | 95 | -377,631 | -74.57% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 128,737 | 6,517 | 0.0% | 0.0% | 96 | -104,703 | -44.85% | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | Added to | 123,548 | 6,255 | 1.03% | 0.96% | 97 | +4,490 | 3.77% | Q1 2026 | Apr 16, 2026 |
| Pioneer Wealth Management Group | History | Added to | 121,028 | 6,127 | 1.72% | 0.34% | 98 | +98,697 | 441.97% | Q1 2026 | Apr 08, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 117,397 | 5,943 | 0.18% | 0.21% | 99 | -9,568 | -7.54% | Q1 2026 | May 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 116,786 | 5,893 | 0.29% | 0.28% | 100 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 115,491 | 5,847 | 0.72% | 0.98% | 101 | -46,018 | -28.49% | Q1 2026 | May 04, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 114,522 | 5,798 | 0.13% | 0.49% | 102 | -88,269 | -43.53% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 114,282 | 5,786 | 0.06% | 0.14% | 103 | -87,089 | -43.25% | Q1 2026 | May 15, 2026 |
| Aquire Wealth Advisors, LLC | History | Added to | 111,810 | 5,660 | 1.49% | 0.92% | 104 | +41,785 | 59.67% | Q1 2026 | Apr 10, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | New | 110,807 | 5,610 | 4.34% | — | 105 | +110,807 | New | Q1 2026 | Apr 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 110,020 | 5,570 | 0.0% | — | 106 | +110,020 | New | Q1 2026 | May 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 109,835 | 5,560 | 0.02% | — | 107 | +109,835 | New | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 106,245 | 5,379 | 0.39% | 0.39% | 108 | +3,527 | 3.43% | Q1 2026 | May 05, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 104,167 | 5,273 | 0.39% | 0.4% | 109 | -2,702 | -2.53% | Q1 2026 | May 14, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 102,020 | 5,165 | 1.98% | 3.45% | 110 | -80,628 | -44.14% | Q1 2026 | May 12, 2026 |
| New Capital Management LP | History | Reduced | 100,678 | 5,097 | 1.26% | 1.29% | 111 | -879 | -0.87% | Q1 2026 | Apr 14, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 100,656 | 5,096 | 0.02% | 0.02% | 112 | -25,804 | -20.4% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 97,346 | 4,928 | 0.88% | 0.94% | 113 | +1,071 | 1.11% | Q1 2026 | May 08, 2026 |
| Baring Financial LLC | History | Added to | 96,730 | 4,897 | 3.0% | 2.79% | 114 | +5,791 | 6.37% | Q1 2026 | Apr 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 95,592 | 4,839 | 0.03% | 0.02% | 115 | +26,139 | 37.64% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 95,077 | 4,813 | 0.0% | 0.0% | 116 | +10,150 | 11.95% | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 92,730 | 4,694 | 0.01% | 0.01% | 117 | -744 | -0.8% | Q1 2026 | May 14, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 90,088 | 4,561 | 0.27% | 1.79% | 118 | -494,107 | -84.58% | Q1 2026 | May 13, 2026 |
| PFS Partners, LLC | History | Reduced | 86,296 | 4,369 | 2.0% | 2.51% | 119 | -22,631 | -20.78% | Q1 2026 | Apr 09, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 86,100 | 4,359 | 0.37% | 0.66% | 120 | -61,789 | -41.78% | Q1 2026 | Apr 27, 2026 |
| Friedenthal Financial | History | Added to | 85,742 | 4,341 | 2.18% | 0.02% | 121 | +84,870 | 9732.8% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | New | 85,518 | 4,329 | 0.0% | — | 122 | +85,518 | New | Q1 2026 | May 15, 2026 |
| Disciplined Investments, LLC | History | Reduced | 84,682 | 4,287 | 1.54% | 1.67% | 123 | -1,377 | -1.6% | Q1 2026 | May 12, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 84,253 | 4,265 | 0.77% | 0.69% | 124 | +3,296 | 4.07% | Q1 2026 | Apr 10, 2026 |
| Cadia Private Client LLC | History | Reduced | 84,014 | 4,253 | 3.45% | 3.37% | 125 | -243 | -0.29% | Q1 2026 | May 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 83,995 | 4,252 | 0.02% | 0.02% | 126 | +555 | 0.67% | Q1 2026 | May 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 79,468 | 4,023 | 1.37% | 0.08% | 127 | +74,999 | 1678.21% | Q1 2026 | May 12, 2026 |
| FWG Holdings, LLC | History | Reduced | 79,515 | 4,016 | 1.52% | 2.09% | 128 | -16,139 | -16.87% | Q1 2026 | Apr 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 78,757 | 3,987 | 0.23% | 0.19% | 129 | +14,488 | 22.54% | Q1 2026 | Apr 29, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 78,352 | 3,966 | 1.81% | 1.22% | 130 | +25,257 | 47.57% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 78,023 | 3,950 | 0.08% | 0.07% | 131 | +5,333 | 7.34% | Q1 2026 | May 14, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 74,870 | 3,790 | 3.27% | 3.34% | 132 | -3,336 | -4.27% | Q1 2026 | May 06, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 71,942 | 3,642 | 1.45% | 1.63% | 133 | -14,827 | -17.09% | Q1 2026 | Apr 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 69,659 | 3,526 | 0.74% | 0.84% | 134 | -15,555 | -18.25% | Q1 2026 | Apr 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 66,821 | 3,383 | 0.02% | 0.03% | 135 | -6,063 | -8.32% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 66,284 | 3,355 | 0.08% | 0.26% | 136 | -170,026 | -71.95% | Q1 2026 | May 13, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 65,080 | 3,287 | 0.74% | 0.64% | 137 | +13,325 | 25.75% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Reduced | 63,312 | 3,205 | 0.01% | 0.01% | 138 | -44 | -0.07% | Q1 2026 | May 14, 2026 |
| Smart Money Group LLC | History | Added to | 63,090 | 3,194 | 0.93% | 0.84% | 139 | +6,115 | 10.73% | Q1 2026 | May 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 61,232 | 3,100 | 0.17% | 0.12% | 140 | +19,874 | 48.05% | Q1 2026 | Apr 30, 2026 |
| ORG Partners LLC | History | No change | 60,906 | 3,073 | 0.54% | 0.54% | 141 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 58,354 | 2,954 | 2.22% | 3.0% | 142 | -22,262 | -27.61% | Q1 2026 | Apr 23, 2026 |
| SG Trading Solutions, LLC | History | No change | 56,660 | 2,859 | 0.66% | 0.66% | 143 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Nilsine Partners, LLC | History | Reduced | 56,071 | 2,837 | 0.22% | 0.29% | 144 | -11,151 | -16.59% | Q1 2026 | Apr 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 54,910 | 2,773 | 0.01% | 0.01% | 145 | -94,940 | -63.36% | Q1 2026 | Apr 08, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 54,614 | 2,765 | 0.41% | 0.4% | 146 | +1,818 | 3.44% | Q1 2026 | May 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 54,403 | 2,754 | 0.1% | 0.11% | 147 | -3,417 | -5.91% | Q1 2026 | May 11, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 54,396 | 2,754 | 0.11% | 0.1% | 148 | -34 | -0.06% | Q1 2026 | May 12, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 53,281 | 2,700 | 1.81% | — | 149 | +53,281 | New | Q1 2026 | May 13, 2026 |
| Aspect Partners, LLC | History | Added to | 53,326 | 2,699 | 1.1% | 0.53% | 150 | +29,259 | 121.57% | Q1 2026 | Apr 02, 2026 |
| IFS Advisors, LLC | History | Added to | 53,225 | 2,694 | 1.39% | 1.39% | 151 | +30 | 0.06% | Q1 2026 | Apr 06, 2026 |
| CITIGROUP INC | History | Added to | 53,035 | 2,685 | 0.0% | 0.0% | 152 | +2,728 | 5.42% | Q1 2026 | May 11, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | New | 52,412 | 2,653 | 0.32% | — | 153 | +52,412 | New | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 52,249 | 2,645 | 0.01% | 0.01% | 154 | +1,542 | 3.04% | Q1 2026 | Apr 30, 2026 |
| Foundry Financial LLC | History | Added to | 50,782 | 2,571 | 1.09% | 0.36% | 155 | +37,368 | 278.57% | Q1 2026 | Apr 21, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 50,194 | 2,541 | 0.52% | 0.53% | 156 | -1,266 | -2.46% | Q1 2026 | Apr 13, 2026 |
| CENTRAL TRUST Co | History | Added to | 50,090 | 2,536 | 0.05% | 0.05% | 157 | +1,776 | 3.68% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 49,671 | 2,514 | 0.03% | 0.04% | 158 | -414 | -0.83% | Q1 2026 | May 15, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 49,242 | 2,493 | 0.67% | 0.34% | 159 | +25,753 | 109.64% | Q1 2026 | May 13, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 48,928 | 2,477 | 0.18% | 0.2% | 160 | -2,970 | -5.72% | Q1 2026 | Apr 16, 2026 |
| Ignite Planners, LLC | History | Reduced | 48,598 | 2,467 | 0.38% | 0.38% | 161 | -666 | -1.35% | Q1 2026 | Apr 17, 2026 |
| EFG International AG | History | New | 48,026 | 2,431 | 0.05% | — | 162 | +48,026 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 47,092 | 2,384 | 0.01% | 0.01% | 163 | -9,341 | -16.55% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 46,839 | 2,371 | 0.0% | 0.0% | 164 | -1,633 | -3.37% | Q1 2026 | May 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 46,158 | 2,336 | 0.55% | 0.52% | 165 | +3,668 | 8.63% | Q1 2026 | Apr 17, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 44,236 | 2,239 | 0.13% | 1.68% | 166 | -525,447 | -92.23% | Q1 2026 | May 13, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 42,693 | 2,161 | 0.82% | 0.5% | 167 | +15,914 | 59.43% | Q1 2026 | May 14, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 41,945 | 2,124 | 0.14% | 0.14% | 168 | -3,135 | -6.95% | Q1 2026 | May 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 41,276 | 2,089 | 0.23% | 0.24% | 169 | -1,705 | -3.97% | Q1 2026 | Apr 24, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 40,804 | 2,065 | 0.05% | 0.06% | 170 | -7,678 | -15.84% | Q1 2026 | May 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 39,613 | 2,005 | 1.06% | 1.24% | 171 | -4,509 | -10.22% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 38,662 | 1,957 | 0.01% | 0.01% | 172 | +16,324 | 73.08% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 38,508 | 1,949 | 0.02% | 0.02% | 173 | +665 | 1.76% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 38,351 | 1,941 | 0.02% | 0.03% | 174 | -5,348 | -12.24% | Q1 2026 | Apr 28, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 38,196 | 1,933 | 1.42% | 1.58% | 175 | -3,420 | -8.22% | Q1 2026 | May 11, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 37,878 | 1,917 | 0.31% | 0.26% | 176 | +4,180 | 12.4% | Q1 2026 | May 08, 2026 |
| Cravens & Co Advisors, LLC | History | Added to | 37,197 | 1,883 | 1.22% | 1.22% | 177 | +253 | 0.68% | Q1 2026 | May 13, 2026 |
| Steele Capital Management, Inc. | History | Added to | 36,702 | 1,858 | 0.08% | 0.03% | 178 | +23,534 | 178.72% | Q1 2026 | Apr 29, 2026 |
| Capital Advisor Network LLC | History | New | 36,554 | 1,850 | 2.17% | — | 179 | +36,554 | New | Q1 2026 | May 13, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 35,868 | 1,815 | 0.11% | 0.12% | 180 | -593 | -1.63% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | Added to | 35,656 | 1,805 | 0.06% | 0.04% | 181 | +9,810 | 37.96% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 35,645 | 1,804 | 0.0% | 0.0% | 182 | -36,408 | -50.53% | Q1 2026 | May 05, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 35,209 | 1,782 | 1.68% | — | 183 | +35,209 | New | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 34,285 | 1,735 | 0.0% | 0.0% | 184 | -65,729 | -65.72% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 34,109 | 1,726 | 0.0% | 0.0% | 185 | +29,368 | 619.45% | Q1 2026 | May 15, 2026 |
| Main Management LLC | History | Reduced | 34,093 | 1,726 | 0.13% | 0.12% | 186 | -211 | -0.62% | Q1 2026 | May 14, 2026 |
| Malaga Cove Capital, LLC | History | Added to | 34,076 | 1,725 | 0.62% | 0.59% | 187 | +374 | 1.11% | Q1 2026 | May 07, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 33,573 | 1,699 | 0.3% | 0.3% | 188 | -637 | -1.86% | Q1 2026 | Apr 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 33,094 | 1,676 | 0.01% | 0.02% | 189 | -14,296 | -30.17% | Q1 2026 | Apr 07, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 32,968 | 1,669 | 0.06% | 0.11% | 190 | -30,461 | -48.02% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 32,999 | 1,665 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Summit Trail Advisors, LLC | History | New | 32,871 | 1,664 | 0.02% | — | 192 | +32,871 | New | Q1 2026 | May 12, 2026 |
| Destination Wealth Management | History | Added to | 32,686 | 1,654 | 0.04% | 0.04% | 193 | +1,736 | 5.61% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 32,412 | 1,640 | 0.01% | 0.01% | 194 | +73 | 0.23% | Q1 2026 | May 14, 2026 |
| AA Financial Advisors, LLC | History | New | 31,540 | 1,596 | 0.22% | — | 195 | +31,540 | New | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 31,179 | 1,578 | 0.0% | 0.0% | 196 | +28,847 | 1237.01% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 30,804 | 1,559 | 0.05% | 0.06% | 197 | -3,650 | -10.59% | Q1 2026 | Apr 08, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 30,092 | 1,523 | 0.36% | 0.47% | 198 | -10,816 | -26.44% | Q1 2026 | Apr 08, 2026 |
| CHOREO, LLC | History | Added to | 29,998 | 1,518 | 0.02% | 0.01% | 199 | +8,664 | 40.61% | Q1 2026 | May 12, 2026 |
| Trek Financial, LLC | History | Added to | 28,280 | 1,431 | 0.08% | 0.08% | 200 | +896 | 3.27% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 27,936 | 1,414 | 0.02% | 0.02% | 201 | +155 | 0.56% | Q1 2026 | Apr 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 26,937 | 1,363 | 0.04% | 0.01% | 202 | +19,828 | 278.91% | Q1 2026 | May 14, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 26,525 | 1,342 | 0.33% | 0.84% | 203 | +8,338 | 45.85% | Q1 2026 | May 12, 2026 |
| Prostatis Group LLC | History | Reduced | 26,122 | 1,322 | 0.34% | 0.37% | 204 | -4,487 | -14.66% | Q1 2026 | May 12, 2026 |
| MFA Wealth Services | History | Added to | 25,829 | 1,307 | 0.87% | 0.85% | 205 | +816 | 3.26% | Q1 2026 | Apr 21, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 25,492 | 1,290 | 0.32% | 0.3% | 206 | +4,981 | 24.28% | Q1 2026 | Apr 13, 2026 |
| Chris Bulman Inc | History | Reduced | 25,273 | 1,279 | 0.56% | 0.61% | 207 | -2,226 | -8.09% | Q1 2026 | Apr 13, 2026 |
| Advisory Advocates, LLC | History | Added to | 25,171 | 1,274 | 1.3% | 0.78% | 208 | +9,585 | 61.5% | Q1 2026 | May 05, 2026 |
| Haverford Trust Co | History | Reduced | 25,069 | 1,269 | 0.01% | 0.01% | 209 | -1,303 | -4.94% | Q1 2026 | May 11, 2026 |
| Maridea Wealth Management LLC | History | Added to | 25,033 | 1,267 | 0.18% | 0.17% | 210 | +2,697 | 12.07% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 24,461 | 1,238 | 0.02% | 0.03% | 211 | -11,355 | -31.7% | Q1 2026 | Apr 23, 2026 |
| Secure Asset Management, LLC | History | Reduced | 23,857 | 1,207 | 0.19% | 0.19% | 212 | -203 | -0.84% | Q1 2026 | Apr 09, 2026 |
| Composition Wealth, LLC | History | Reduced | 23,568 | 1,193 | 0.02% | 0.03% | 213 | -22,133 | -48.43% | Q1 2026 | Apr 08, 2026 |
| Darden Wealth Group Inc | History | Reduced | 23,536 | 1,191 | 0.61% | 0.58% | 214 | -225 | -0.95% | Q1 2026 | May 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 21,887 | 1,108 | 0.13% | — | 216 | +21,887 | New | Q1 2026 | May 15, 2026 |
| Measured Risk Portfolios, Inc. | History | Added to | 21,892 | 1,108 | 1.21% | 1.05% | 215 | +894 | 4.26% | Q1 2026 | May 15, 2026 |
| Landing Point Financial Group, LLC | History | New | 21,878 | 1,107 | 0.54% | — | 217 | +21,878 | New | Q1 2026 | May 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 21,860 | 1,106 | 0.07% | 0.07% | 218 | -1,883 | -7.93% | Q1 2026 | May 12, 2026 |
| Indivisible Partners | History | Added to | 21,373 | 1,082 | 0.1% | 0.07% | 219 | +9,428 | 78.93% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 21,040 | 1,065 | 0.02% | 0.03% | 220 | -4,675 | -18.18% | Q1 2026 | May 15, 2026 |
| Two West Capital Advisors LLC | History | Added to | 20,783 | 1,052 | 0.56% | 0.6% | 222 | +160 | 0.78% | Q1 2026 | May 04, 2026 |
| Keebeck Wealth Management | History | No change | 20,791 | 1,052 | 0.12% | 0.12% | 221 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 20,131 | 1,019 | 0.03% | 0.02% | 223 | +5,661 | 39.12% | Q1 2026 | May 12, 2026 |
| Price Capital Management, Inc. | History | New | 20,000 | 1,012 | 14.36% | — | 224 | +20,000 | New | Q1 2026 | May 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 19,678 | 996 | 0.05% | 0.05% | 225 | -275 | -1.38% | Q1 2026 | Apr 28, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 19,568 | 990 | 0.08% | 0.08% | 226 | +536 | 2.82% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 19,392 | 981 | 0.0% | 0.0% | 227 | +11,471 | 144.82% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 18,565 | 939 | 0.02% | 0.02% | 228 | +5,994 | 47.68% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 18,432 | 933 | 0.01% | 0.01% | 229 | -16,371 | -47.04% | Q1 2026 | Apr 29, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 18,205 | 921 | 0.21% | 0.21% | 230 | +5 | 0.03% | Q1 2026 | Apr 20, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 18,189 | 920 | 0.31% | 0.32% | 232 | -1,613 | -8.15% | Q1 2026 | Apr 22, 2026 |
| CFO4Life Group, LLC | History | Added to | 18,174 | 920 | 0.14% | 0.13% | 231 | +622 | 3.54% | Q1 2026 | May 11, 2026 |
| HCR Wealth Advisors | History | No change | 18,125 | 917 | 0.1% | 0.09% | 233 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BTS Asset Management, Inc. | History | Reduced | 17,758 | 899 | 3.47% | 1.22% | 234 | -170 | -0.95% | Q1 2026 | May 13, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 17,184 | 870 | 0.2% | 0.32% | 235 | -11,787 | -40.69% | Q1 2026 | Apr 10, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 17,044 | 862 | 0.15% | 0.07% | 236 | +6,944 | 68.75% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Added to | 16,803 | 850 | 0.05% | 0.04% | 237 | +2,060 | 13.97% | Q1 2026 | May 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 16,469 | 833 | 0.1% | 0.05% | 238 | +8,438 | 105.07% | Q1 2026 | May 12, 2026 |
| Balboa Wealth Partners | History | No change | 16,420 | 831 | 0.14% | 0.14% | 239 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Clear Creek Financial Management, LLC | History | New | 16,004 | 810 | 0.06% | — | 240 | +16,004 | New | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 15,142 | 766 | 0.01% | 0.02% | 241 | -2,731 | -15.28% | Q1 2026 | May 18, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 14,895 | 754 | 0.03% | 0.02% | 242 | +2,314 | 18.39% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 14,802 | 749 | 0.01% | 0.01% | 243 | -99 | -0.66% | Q1 2026 | Apr 14, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 14,733 | 745 | 0.03% | — | 244 | +14,733 | New | Q1 2026 | May 12, 2026 |
| Cypress Capital, LLC | History | Reduced | 14,102 | 713 | 0.2% | 2.16% | 245 | -138,538 | -90.76% | Q1 2026 | Apr 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 14,090 | 713 | 0.01% | 0.01% | 246 | -111 | -0.78% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Reduced | 13,995 | 708 | 0.0% | 0.0% | 247 | -1,481 | -9.57% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 13,957 | 706 | 0.01% | 0.01% | 248 | +484 | 3.59% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 13,904 | 704 | 0.02% | 0.07% | 249 | -26,253 | -65.38% | Q1 2026 | May 15, 2026 |
| Slow Capital, Inc. | History | Reduced | 13,686 | 692 | 0.09% | 0.15% | 250 | -11,249 | -45.11% | Q1 2026 | Apr 24, 2026 |
| GTS SECURITIES LLC | History | Reduced | 13,509 | 683 | 0.02% | 0.04% | 251 | -11,945 | -46.93% | Q1 2026 | May 14, 2026 |
| Blue Edge Capital, LLC | History | No change | 13,521 | 682 | 0.09% | 0.09% | 252 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 13,240 | 670 | 0.37% | 0.44% | 253 | -2,801 | -17.46% | Q1 2026 | Apr 28, 2026 |
| Keystone Financial Group | History | Added to | 13,154 | 665 | 0.05% | 0.05% | 254 | +74 | 0.57% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 13,064 | 661 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 13,047 | 660 | 0.02% | 0.0% | 256 | +12,969 | 16626.92% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12,820 | 649 | 0.01% | 0.0% | 257 | +8,718 | 212.53% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 12,735 | 644 | 0.02% | 0.02% | 258 | -3,876 | -23.33% | Q1 2026 | May 15, 2026 |
| MRP Capital Investments, LLC | History | Added to | 12,700 | 643 | 0.56% | 0.33% | 259 | +4,900 | 62.82% | Q1 2026 | May 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 12,642 | 640 | 0.09% | 0.1% | 260 | +73 | 0.58% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 12,335 | 624 | 0.0% | 0.0% | 261 | +74 | 0.6% | Q1 2026 | Apr 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 12,226 | 619 | 0.09% | 0.13% | 262 | -4,740 | -27.94% | Q1 2026 | May 13, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 12,029 | 609 | 0.08% | 0.23% | 263 | -24,368 | -66.95% | Q1 2026 | Apr 16, 2026 |
| Global Assets Advisory, LLC | History | New | 12,764 | 601 | 0.17% | — | 264 | +12,764 | New | Q1 2026 | May 01, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 11,623 | 588 | 0.01% | 0.02% | 265 | -5,179 | -30.82% | Q1 2026 | May 11, 2026 |
| Tidemark, LLC | History | Added to | 11,589 | 586 | 0.15% | 0.15% | 266 | +1,209 | 11.65% | Q1 2026 | May 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 11,537 | 584 | 0.01% | — | 267 | +11,537 | New | Q1 2026 | May 01, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 11,435 | 578 | 0.03% | 0.04% | 268 | -676 | -5.58% | Q1 2026 | Apr 30, 2026 |
| SVB WEALTH LLC | History | Reduced | 11,379 | 576 | 0.04% | 0.05% | 269 | -3,773 | -24.9% | Q1 2026 | Apr 17, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 11,199 | 567 | 0.05% | 0.05% | 270 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Advyzon Investment Management, LLC | History | New | 11,155 | 564 | 0.05% | — | 272 | +11,155 | New | Q1 2026 | May 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 11,144 | 564 | 0.03% | 0.03% | 271 | -1,046 | -8.58% | Q1 2026 | May 18, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 10,979 | 555 | 0.02% | 0.02% | 273 | +2,060 | 23.1% | Q1 2026 | Apr 28, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 10,672 | 540 | 0.01% | 0.01% | 274 | -1,625 | -13.21% | Q1 2026 | May 01, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 10,562 | 534 | 0.02% | 0.03% | 275 | -4,550 | -30.11% | Q1 2026 | May 15, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 10,505 | 531 | 0.41% | 0.45% | 276 | +1 | 0.01% | Q1 2026 | May 08, 2026 |
| INVESTED ADVISORS | History | Added to | 10,388 | 525 | 0.53% | 0.52% | 277 | +389 | 3.89% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,155 | 514 | 0.0% | 0.0% | 278 | -367 | -3.49% | Q1 2026 | Apr 27, 2026 |
| Blue Line Capital, LLC / IL | History | Reduced | 10,032 | 507 | 0.57% | 1.3% | 280 | -11,728 | -53.9% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 10,026 | 507 | 0.01% | 0.02% | 279 | -3,349 | -25.04% | Q1 2026 | May 04, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 9,616 | 486 | 0.02% | 0.02% | 281 | -1,049 | -9.84% | Q1 2026 | May 12, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 9,537 | 482 | 0.33% | 0.64% | 282 | -8,896 | -48.26% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 9,509 | 481 | 0.0% | 0.0% | 283 | +36 | 0.38% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 9,454 | 478 | 0.0% | 0.0% | 284 | -1,181 | -11.1% | Q1 2026 | May 08, 2026 |
| Tactive Advisors, LLC | History | Reduced | 9,280 | 469 | 0.13% | 0.17% | 285 | -2,238 | -19.43% | Q1 2026 | Apr 16, 2026 |
| UMB Bank, n.a. | History | Added to | 9,092 | 460 | 0.01% | 0.0% | 286 | +4,741 | 108.96% | Q1 2026 | May 11, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 9,076 | 459 | 0.08% | 0.77% | 287 | -72,198 | -88.83% | Q1 2026 | Apr 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 8,987 | 455 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 8,752 | 443 | 0.3% | 0.29% | 289 | +228 | 2.67% | Q1 2026 | Apr 13, 2026 |
| Inspire Advisors, LLC | History | New | 8,613 | 436 | 0.04% | — | 290 | +8,613 | New | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 8,557 | 433 | 0.01% | 0.01% | 291 | -1,051 | -10.94% | Q1 2026 | Apr 17, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 8,425 | 426 | 0.02% | 0.02% | 292 | -400 | -4.53% | Q1 2026 | May 15, 2026 |
| Adams Wealth Management | History | Reduced | 8,383 | 424 | 0.09% | 0.11% | 293 | -2,131 | -20.27% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Reduced | 8,383 | 424 | 0.08% | 0.1% | 294 | -2,131 | -20.27% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 8,352 | 422 | 0.0% | 0.0% | 295 | +265 | 3.28% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 8,186 | 414 | 0.0% | — | 296 | +8,186 | New | Q1 2026 | May 14, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 8,173 | 413 | 0.04% | 0.04% | 297 | -1 | -0.01% | Q1 2026 | May 13, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 8,077 | 408 | 0.07% | 0.08% | 298 | -1,413 | -14.89% | Q1 2026 | Apr 29, 2026 |
| Apella Capital, LLC | History | New | 7,867 | 397 | 0.01% | — | 301 | +7,867 | New | Q1 2026 | Apr 20, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 7,860 | 397 | 0.0% | 0.0% | 299 | -503 | -6.01% | Q1 2026 | May 11, 2026 |