BlackRock ETF Trust - THRO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 55,045,916 | 1,993,763 | 0.53% | 0.57% | 1 | +5,220,835 | 10.48% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 22,288,405 | 807,285 | 0.21% | 0.21% | 2 | +1,913,437 | 9.39% | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | Reduced | 12,428,888 | 450,174 | 0.01% | 0.01% | 3 | -478,873 | -3.71% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,502,104 | 403,723 | 0.03% | 0.03% | 4 | +854,574 | 8.03% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 6,806,956 | 246,547 | 0.01% | 0.01% | 5 | +1,084,766 | 18.96% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 4,942,233 | 179,008 | 1.4% | — | 6 | +4,942,233 | New | Q1 2026 | Apr 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,706,059 | 170,453 | 0.94% | 0.65% | 7 | -69,213 | -1.45% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,457,803 | 161,461 | 0.45% | 0.43% | 8 | -144,272 | -3.13% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 4,197,789 | 152,043 | 0.16% | 0.16% | 9 | +289,158 | 7.4% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,647,639 | 132,117 | 0.01% | 0.01% | 10 | +451,207 | 14.12% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 3,266,015 | 118,295 | 0.31% | 0.34% | 11 | +4,338 | 0.13% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,047,617 | 110,341 | 0.03% | 0.02% | 12 | +700,525 | 29.85% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,015,285 | 109,213 | 0.07% | 0.06% | 13 | +383,985 | 14.59% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 2,740,311 | 99,254 | 0.25% | 0.22% | 14 | +207,223 | 8.18% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,606,084 | 94,392 | 0.02% | 0.02% | 15 | +272,849 | 11.69% | Q1 2026 | May 05, 2026 |
| SOFI WEALTH, LLC | History | Added to | 2,305,676 | 83,511 | 4.02% | 4.07% | 16 | +187,084 | 8.83% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 2,123,956 | 76,929 | 0.42% | 0.41% | 17 | +158,816 | 8.08% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,065,477 | 74,811 | 0.56% | 0.55% | 18 | +290,023 | 16.34% | Q1 2026 | Apr 15, 2026 |
| JB Capital LLC | History | Added to | 1,890,093 | 68,459 | 2.76% | 2.8% | 19 | +113,972 | 6.42% | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 1,851,404 | 67,057 | 0.83% | 0.84% | 20 | +197,425 | 11.94% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,527,728 | 55,334 | 0.08% | 0.07% | 21 | +99,611 | 6.97% | Q1 2026 | Apr 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,258,967 | 45,598 | 0.28% | 0.29% | 22 | +8,005 | 0.64% | Q1 2026 | May 15, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 1,218,807 | 44,145 | 1.95% | 1.84% | 23 | +76,765 | 6.72% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Added to | 1,130,140 | 40,933 | 1.16% | 0.02% | 24 | +1,116,139 | 7971.85% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,117,676 | 40,482 | 0.45% | 0.02% | 25 | +1,073,998 | 2458.9% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,061,856 | 38,460 | 0.04% | 0.03% | 26 | +98,770 | 10.26% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,037,217 | 37,339 | 0.07% | 0.07% | 27 | -40,510 | -3.76% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,057,970 | 32,664 | 1.51% | 0.5% | 28 | -511,219 | -14.32% | Q1 2026 | May 15, 2026 |
| Goldstein Advisors, LLC | History | Added to | 897,320 | 32,500 | 3.61% | 3.61% | 29 | +74,874 | 9.1% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 881,803 | 31,948 | 0.05% | 0.05% | 30 | +79,910 | 9.97% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 840,632 | 30,447 | 0.35% | 0.11% | 31 | +581,863 | 224.86% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Added to | 831,845 | 30,129 | 0.16% | 0.18% | 32 | +31,980 | 4.0% | Q1 2026 | May 13, 2026 |
| Ascent Group, LLC | History | Added to | 787,796 | 28,533 | 0.99% | 0.98% | 33 | +43,941 | 5.91% | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 738,477 | 28,475 | 2.12% | 2.12% | 34 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Atria Investments, Inc | History | Added to | 774,418 | 28,049 | 0.31% | 0.31% | 35 | +68,712 | 9.74% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | New | 760,984 | 27,562 | 0.04% | — | 36 | +760,984 | New | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 672,284 | 27,113 | 1.76% | 1.51% | 37 | +83,725 | 14.23% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 666,643 | 24,146 | 0.0% | 0.0% | 38 | +44,387 | 7.13% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 641,918 | 23,250 | 0.54% | 0.55% | 39 | +55,041 | 9.38% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 629,862 | 22,813 | 1.3% | 1.31% | 40 | +61,807 | 10.88% | Q1 2026 | Apr 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 627,402 | 22,724 | 0.03% | 0.03% | 41 | +15,496 | 2.53% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 620,592 | 22,477 | 0.18% | 0.23% | 42 | +108,628 | 21.22% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 604,706 | 21,902 | 0.06% | 0.05% | 43 | +67,007 | 12.46% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 599,450 | 21,712 | 0.01% | 0.0% | 44 | +345,185 | 135.76% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 523,659 | 18,966 | 0.44% | 0.41% | 45 | +82,599 | 18.73% | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | Added to | 517,628 | 18,748 | 2.53% | 2.44% | 46 | +19,996 | 4.02% | Q1 2026 | Apr 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 507,069 | 18,366 | 0.09% | 0.08% | 47 | +48,009 | 10.46% | Q1 2026 | Apr 24, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 499,177 | 18,080 | 1.43% | 1.2% | 48 | +170,922 | 52.07% | Q1 2026 | Apr 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 496,548 | 17,984 | 0.0% | 0.0% | 49 | +338,873 | 214.92% | Q1 2026 | May 11, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 490,399 | 17,762 | 1.94% | 3.24% | 50 | -7,632 | -1.53% | Q1 2026 | May 07, 2026 |
| MA Private Wealth | History | Added to | 484,110 | 17,534 | 2.96% | 3.07% | 51 | +6,301 | 1.32% | Q1 2026 | May 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 482,027 | 17,459 | 0.35% | 0.31% | 52 | +82,947 | 20.78% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 474,852 | 17,199 | 0.02% | 0.02% | 53 | -33,130 | -6.52% | Q1 2026 | May 13, 2026 |
| West Wealth Group, LLC | History | Added to | 470,728 | 17,049 | 3.37% | 3.49% | 54 | +34,413 | 7.89% | Q1 2026 | May 11, 2026 |
| MCMORGAN & CO LLC | History | Added to | 457,206 | 16,560 | 2.68% | 2.86% | 55 | +9,053 | 2.02% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 442,798 | 16,038 | 0.06% | 0.02% | 56 | +286,691 | 183.65% | Q1 2026 | Apr 30, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 394,481 | 15,968 | 2.19% | 2.18% | 57 | +19,146 | 5.1% | Q1 2026 | Apr 28, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 390,981 | 15,639 | 1.08% | 1.09% | 58 | +4,279 | 1.11% | Q1 2026 | Apr 29, 2026 |
| EQ LLC | History | Added to | 426,273 | 15,439 | 4.35% | 4.31% | 59 | +38,995 | 10.07% | Q1 2026 | May 06, 2026 |
| Stone House Investment Management, LLC | History | Added to | 415,525 | 15,050 | 2.7% | 2.36% | 60 | +20,402 | 5.16% | Q1 2026 | Apr 22, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 400,709 | 14,513 | 0.26% | 0.26% | 61 | +29,994 | 8.09% | Q1 2026 | Apr 10, 2026 |
| KWB Wealth | History | Reduced | 372,521 | 14,364 | 1.42% | 1.38% | 62 | -4,916 | -1.3% | Q1 2026 | Apr 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 386,483 | 13,998 | 0.12% | 0.11% | 63 | +11,075 | 2.95% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 365,829 | 13,407 | 0.13% | 0.14% | 64 | +23,326 | 6.81% | Q1 2026 | Apr 07, 2026 |
| Security Financial Services, INC. | History | No change | 347,542 | 13,401 | 2.1% | 2.1% | 65 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 368,219 | 13,336 | 1.27% | 1.25% | 66 | +18,940 | 5.42% | Q1 2026 | May 11, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 363,538 | 13,167 | 0.4% | 0.49% | 67 | -26,327 | -6.75% | Q1 2026 | May 05, 2026 |
| High Falls Advisors, Inc | History | No change | 336,400 | 12,971 | 2.63% | 2.63% | 68 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Embree Financial Group | History | Added to | 342,463 | 12,404 | 1.46% | 1.14% | 69 | +100,667 | 41.63% | Q1 2026 | Apr 23, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 339,269 | 12,288 | 1.21% | 1.12% | 70 | +43,395 | 14.67% | Q1 2026 | May 14, 2026 |
| One Wealth Advisors, LLC | History | Added to | 337,815 | 12,235 | 1.52% | 1.5% | 71 | +20,381 | 6.42% | Q1 2026 | Apr 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 332,831 | 12,055 | 0.46% | 0.43% | 72 | +27,631 | 9.05% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 332,537 | 12,044 | 0.08% | 0.06% | 73 | +117,223 | 54.44% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 314,985 | 11,408 | 1.59% | 1.58% | 74 | +20,157 | 6.84% | Q1 2026 | Apr 24, 2026 |
| PAX Financial Group, LLC | History | Added to | 305,939 | 11,081 | 1.89% | 1.85% | 75 | +27,177 | 9.75% | Q1 2026 | Apr 27, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 299,739 | 10,856 | 0.63% | 0.13% | 76 | +237,324 | 380.24% | Q1 2026 | Apr 20, 2026 |
| Kelly Financial Services LLC | History | Added to | 299,604 | 10,825 | 2.62% | 2.77% | 77 | +12,763 | 4.45% | Q1 2026 | Apr 13, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 290,215 | 10,511 | 2.2% | 0.33% | 78 | +252,187 | 663.16% | Q1 2026 | May 05, 2026 |
| Strategic Blueprint, LLC | History | Added to | 289,984 | 10,503 | 0.61% | 0.63% | 79 | +14,090 | 5.11% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 283,515 | 10,277 | 0.05% | 0.04% | 80 | +87,456 | 44.61% | Q1 2026 | May 15, 2026 |
| Keystone Financial Services | History | Added to | 278,423 | 10,084 | 2.96% | 2.97% | 81 | +23,039 | 9.02% | Q1 2026 | May 06, 2026 |
| Trek Financial, LLC | History | Added to | 276,332 | 10,008 | 0.53% | 0.55% | 82 | +29,634 | 12.01% | Q1 2026 | May 13, 2026 |
| Stonebrook Private Inc. | History | Added to | 268,622 | 9,729 | 2.07% | 2.15% | 83 | +2,023 | 0.76% | Q1 2026 | May 11, 2026 |
| Stokes Family Office, LLC | History | Reduced | 248,512 | 9,001 | 0.93% | 0.95% | 84 | -20,697 | -7.69% | Q1 2026 | May 11, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 243,871 | 8,833 | 1.25% | 1.19% | 85 | +21,461 | 9.65% | Q1 2026 | Apr 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 216,546 | 8,733 | 0.16% | 0.28% | 86 | +62,552 | 40.62% | Q1 2026 | May 01, 2026 |
| Keystone Financial Group | History | Added to | 237,334 | 8,596 | 0.59% | 0.62% | 87 | +19,207 | 8.81% | Q1 2026 | May 13, 2026 |
| Kilter Group LLC | History | Added to | 235,781 | 8,539 | 3.68% | 3.66% | 88 | +20,842 | 9.7% | Q1 2026 | May 14, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 233,562 | 8,459 | 0.04% | 0.03% | 89 | +40,670 | 21.08% | Q1 2026 | May 14, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 232,674 | 8,427 | 0.84% | 0.84% | 90 | +13,432 | 6.13% | Q1 2026 | Apr 30, 2026 |
| SWMG, LLC | History | Added to | 231,715 | 8,392 | 2.4% | 2.36% | 91 | +12,503 | 5.7% | Q1 2026 | Apr 24, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 228,895 | 8,290 | 1.04% | 0.61% | 92 | +105,312 | 85.22% | Q1 2026 | May 12, 2026 |
| Tidemark, LLC | History | Added to | 227,140 | 8,227 | 2.09% | 2.24% | 93 | +23,004 | 11.27% | Q1 2026 | May 07, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 225,851 | 8,180 | 2.52% | 2.57% | 94 | +4,730 | 2.14% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 217,478 | 7,981 | 0.02% | 0.0% | 95 | +194,822 | 859.91% | Q1 2026 | Apr 08, 2026 |
| TSFG, LLC | History | Added to | 219,755 | 7,960 | 1.21% | 1.18% | 96 | +14,972 | 7.31% | Q1 2026 | Apr 27, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 219,700 | 7,957 | 2.86% | 2.9% | 97 | +10,667 | 5.1% | Q1 2026 | May 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 219,604 | 7,954 | 0.31% | 0.3% | 98 | +150,669 | 218.57% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 194,269 | 7,900 | 0.62% | 0.6% | 99 | +12,542 | 6.9% | Q1 2026 | May 01, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 218,014 | 7,896 | 3.69% | 3.9% | 100 | +6,638 | 3.14% | Q1 2026 | Apr 24, 2026 |
| Legacy Financial Group LLC | History | Added to | 216,682 | 7,848 | 0.99% | 0.94% | 101 | +16,887 | 8.45% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Added to | 214,703 | 7,776 | 0.09% | 0.08% | 102 | +24,187 | 12.7% | Q1 2026 | Apr 16, 2026 |
| Regal Investment Advisors LLC | History | Added to | 212,391 | 7,692 | 0.44% | 0.44% | 103 | +20,638 | 10.76% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 197,691 | 7,622 | 0.15% | 0.15% | 104 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Rothschild Wealth LLC | History | Added to | 208,392 | 7,547 | 0.68% | 0.69% | 105 | +22,616 | 12.17% | Q1 2026 | May 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 202,937 | 7,350 | 0.09% | 0.09% | 106 | +15,819 | 8.45% | Q1 2026 | Apr 20, 2026 |
| Modern Wealth Management, LLC | History | Added to | 199,918 | 7,327 | 0.13% | 0.09% | 107 | +68,507 | 52.13% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 196,247 | 7,108 | 0.01% | 0.01% | 108 | +20,425 | 11.62% | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | Added to | 194,465 | 7,043 | 0.08% | 0.08% | 109 | +5,982 | 3.17% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 192,269 | 6,964 | 0.08% | 0.05% | 110 | +80,953 | 72.72% | Q1 2026 | Apr 20, 2026 |
| Claro Advisors Inc. | History | Added to | 190,798 | 6,910 | 0.83% | 0.97% | 111 | +5,458 | 2.94% | Q1 2026 | Apr 21, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 182,606 | 6,613 | 0.37% | 0.41% | 112 | +94,013 | 106.12% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 176,825 | 6,404 | 0.03% | 0.03% | 113 | +12,129 | 7.36% | Q1 2026 | May 08, 2026 |
| TSA Wealth Managment LLC | History | Added to | 176,770 | 6,402 | 2.07% | 2.17% | 114 | +6,521 | 3.83% | Q1 2026 | May 01, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 174,795 | 6,331 | 0.1% | 0.11% | 115 | +10,121 | 6.15% | Q1 2026 | Apr 22, 2026 |
| Invst, LLC | History | Reduced | 168,549 | 6,104 | 0.69% | 0.73% | 116 | -4,900 | -2.83% | Q1 2026 | May 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 168,017 | 6,085 | 0.55% | 0.44% | 117 | +70,379 | 72.08% | Q1 2026 | May 12, 2026 |
| Archer Investment Management, LLC | History | Added to | 166,848 | 6,043 | 2.54% | 0.92% | 118 | +122,346 | 274.92% | Q1 2026 | Apr 08, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 164,766 | 5,967 | 1.55% | 1.6% | 119 | +6,393 | 4.04% | Q1 2026 | Apr 14, 2026 |
| WealthShield Partners, LLC | History | Added to | 164,317 | 5,951 | 0.66% | 0.67% | 120 | +6,383 | 4.04% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 149,045 | 5,747 | 0.1% | 0.1% | 121 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Added to | 152,518 | 5,524 | 0.09% | 0.09% | 122 | +4,822 | 3.26% | Q1 2026 | Apr 27, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 151,751 | 5,497 | 0.44% | 0.44% | 123 | +7,486 | 5.19% | Q1 2026 | May 15, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 151,216 | 5,477 | 0.85% | 0.89% | 124 | +10,602 | 7.54% | Q1 2026 | May 06, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 150,235 | 5,441 | 1.37% | 1.43% | 125 | +5,067 | 3.49% | Q1 2026 | May 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 148,850 | 5,391 | 0.14% | 0.15% | 126 | +1,589 | 1.08% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 142,380 | 5,157 | 0.0% | 0.0% | 127 | +51,032 | 55.87% | Q1 2026 | May 05, 2026 |
| Capital Analysts, LLC | History | Added to | 141,002 | 5,107 | 0.13% | 0.13% | 128 | +20,860 | 17.36% | Q1 2026 | May 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 140,123 | 5,075 | 0.62% | 0.61% | 129 | +9,367 | 7.16% | Q1 2026 | Apr 23, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 137,200 | 4,969 | 1.57% | 1.58% | 130 | +9,419 | 7.37% | Q1 2026 | May 08, 2026 |
| VestGen Advisors, LLC | History | Added to | 117,125 | 4,948 | 0.13% | 0.16% | 131 | +21,235 | 22.15% | Q1 2026 | May 14, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 135,165 | 4,895 | 0.95% | 1.12% | 132 | +10,657 | 8.56% | Q1 2026 | May 15, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 135,029 | 4,890 | 4.05% | 4.13% | 133 | +9,661 | 7.71% | Q1 2026 | Apr 29, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 134,233 | 4,861 | 0.36% | 0.37% | 134 | +2,108 | 1.6% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 132,399 | 4,795 | 0.11% | 0.11% | 135 | +20,677 | 18.51% | Q1 2026 | May 11, 2026 |
| Focus Financial Network, Inc. | History | Added to | 131,887 | 4,776 | 0.17% | 0.14% | 136 | +31,154 | 30.93% | Q1 2026 | Apr 14, 2026 |
| Skyline Advisors, Inc. | History | Added to | 130,932 | 4,742 | 1.65% | 0.07% | 137 | +125,649 | 2378.36% | Q1 2026 | Apr 20, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 128,837 | 4,666 | 2.1% | 2.13% | 138 | +5,625 | 4.57% | Q1 2026 | Apr 28, 2026 |
| Synergy Investment Management, LLC | History | Added to | 127,696 | 4,625 | 1.51% | 1.5% | 139 | +18,074 | 16.49% | Q1 2026 | May 14, 2026 |
| KM Capital Management Ltd. | History | Reduced | 108,420 | 4,616 | 3.11% | 2.23% | 140 | -4,838 | -4.27% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 127,153 | 4,605 | 0.1% | 0.1% | 141 | +10,020 | 8.55% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 126,436 | 4,579 | 1.15% | 1.2% | 142 | +20,119 | 18.92% | Q1 2026 | May 08, 2026 |
| ORG Partners LLC | History | No change | 116,398 | 4,489 | 0.79% | 0.79% | 143 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 122,750 | 4,446 | 4.4% | 4.52% | 144 | +2,284 | 1.9% | Q1 2026 | Apr 28, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 121,444 | 4,398 | 0.13% | 0.13% | 145 | +5,057 | 4.34% | Q1 2026 | Apr 14, 2026 |
| Able Wealth Management LLC | History | Added to | 119,793 | 4,338 | 1.16% | 0.13% | 146 | +109,052 | 1015.29% | Q1 2026 | Apr 24, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 119,343 | 4,322 | 0.12% | 0.13% | 147 | +276 | 0.23% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 118,300 | 4,284 | 0.11% | 0.11% | 148 | +7,464 | 6.73% | Q1 2026 | Apr 07, 2026 |
| True Vision MN LLC | History | Added to | 116,710 | 4,227 | 2.18% | 2.1% | 149 | +9,619 | 8.98% | Q1 2026 | Apr 16, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 114,459 | 4,145 | 3.19% | 2.99% | 150 | +15,942 | 16.18% | Q1 2026 | Apr 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 114,040 | 4,130 | 0.1% | 0.08% | 151 | +68,539 | 150.63% | Q1 2026 | Apr 27, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 113,339 | 4,105 | 2.34% | — | 152 | +113,339 | New | Q1 2026 | May 11, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 112,812 | 4,086 | 2.35% | 2.28% | 153 | +8,757 | 8.42% | Q1 2026 | Apr 08, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 110,025 | 3,985 | 2.45% | 2.47% | 154 | -8,510 | -7.18% | Q1 2026 | Apr 15, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 98,860 | 3,977 | 1.74% | 1.58% | 155 | +2,560 | 2.66% | Q1 2026 | May 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 109,733 | 3,974 | 0.06% | 0.05% | 156 | +19,990 | 22.27% | Q1 2026 | May 13, 2026 |
| SWP FINANCIAL LLC | History | Added to | 109,632 | 3,970 | 2.02% | 2.03% | 157 | +4,467 | 4.25% | Q1 2026 | Apr 17, 2026 |
| M1 Capital Management LLC | History | Added to | 109,022 | 3,948 | 1.82% | 1.69% | 158 | +4,235 | 4.04% | Q1 2026 | May 08, 2026 |
| Keebeck Wealth Management | History | Added to | 107,540 | 3,895 | 0.44% | 0.47% | 159 | +2,518 | 2.4% | Q1 2026 | May 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 107,165 | 3,881 | 1.11% | 1.06% | 160 | +10,990 | 11.43% | Q1 2026 | May 14, 2026 |
| Daviman Financial, LLC | History | Added to | 106,628 | 3,862 | 2.28% | 2.25% | 161 | +7,109 | 7.14% | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | Added to | 106,033 | 3,840 | 0.05% | 0.04% | 162 | +23,995 | 29.25% | Q1 2026 | May 15, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 103,373 | 3,744 | 3.06% | 2.59% | 163 | +25,735 | 33.15% | Q1 2026 | May 11, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 101,707 | 3,683 | 0.98% | 0.93% | 164 | +10,451 | 11.45% | Q1 2026 | Apr 16, 2026 |
| Mutual Advisors, LLC | History | Added to | 99,892 | 3,618 | 0.08% | 0.07% | 165 | +10,023 | 11.15% | Q1 2026 | May 01, 2026 |
| May Hill Capital, LLC | History | Added to | 96,508 | 3,495 | 0.88% | 0.89% | 166 | +11,142 | 13.05% | Q1 2026 | May 06, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 96,079 | 3,479 | 2.54% | 2.5% | 167 | +6,486 | 7.24% | Q1 2026 | Apr 21, 2026 |
| Maia Wealth LLC | History | Reduced | 95,870 | 3,472 | 0.59% | 0.65% | 168 | -4,824 | -4.79% | Q1 2026 | May 08, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 94,830 | 3,434 | 3.22% | 3.09% | 169 | +4,222 | 4.66% | Q1 2026 | May 08, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 93,380 | 3,382 | 0.68% | 0.77% | 170 | +5,600 | 6.38% | Q1 2026 | Apr 23, 2026 |
| Summit Financial, LLC | History | New | 93,319 | 3,380 | 0.04% | — | 171 | +93,319 | New | Q1 2026 | May 15, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 93,197 | 3,375 | 3.14% | — | 172 | +93,197 | New | Q1 2026 | May 05, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 91,965 | 3,330 | 0.37% | 0.35% | 173 | +11,024 | 13.62% | Q1 2026 | May 05, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 79,733 | 3,293 | 0.44% | 0.35% | 174 | +22,091 | 38.32% | Q1 2026 | May 06, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 88,874 | 3,219 | 0.75% | 0.68% | 175 | +16,769 | 23.26% | Q1 2026 | Apr 24, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 88,545 | 3,207 | 0.49% | 0.49% | 176 | +7,913 | 9.81% | Q1 2026 | May 06, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 88,265 | 3,196 | 1.17% | 1.21% | 177 | +4,724 | 5.65% | Q1 2026 | Apr 09, 2026 |
| Simplicity Wealth,LLC | History | Added to | 87,906 | 3,183 | 0.18% | 0.17% | 178 | +14,849 | 20.33% | Q1 2026 | Apr 30, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 83,886 | 3,038 | 1.9% | 1.89% | 179 | +4,297 | 5.4% | Q1 2026 | Apr 15, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 82,330 | 2,981 | 1.48% | 1.56% | 180 | +3,770 | 4.8% | Q1 2026 | Apr 16, 2026 |
| Lantz Financial LLC | History | Added to | 80,488 | 2,915 | 0.6% | 0.6% | 181 | +7,258 | 9.91% | Q1 2026 | Apr 09, 2026 |
| IFP Advisors, Inc | History | Added to | 79,630 | 2,884 | 0.06% | 0.06% | 182 | +7,539 | 10.46% | Q1 2026 | Apr 13, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 78,093 | 2,828 | 1.15% | 1.13% | 183 | +6,522 | 9.11% | Q1 2026 | May 06, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 77,971 | 2,822 | 0.35% | 0.54% | 184 | +3,945 | 5.33% | Q1 2026 | May 18, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 77,753 | 2,816 | 0.52% | — | 185 | +77,753 | New | Q1 2026 | Apr 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 77,666 | 2,813 | 0.1% | 0.09% | 186 | +9,858 | 14.54% | Q1 2026 | Apr 07, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 77,060 | 2,791 | 0.2% | 0.21% | 187 | +1,984 | 2.64% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 76,483 | 2,770 | 0.13% | 0.13% | 188 | +3,293 | 4.5% | Q1 2026 | Apr 30, 2026 |
| PFG Advisors | History | Added to | 74,571 | 2,700 | 0.13% | 0.13% | 189 | +5,015 | 7.21% | Q1 2026 | May 05, 2026 |
| Centurion Wealth Management LLC | History | Added to | 73,877 | 2,675 | 0.6% | 0.58% | 190 | +5,753 | 8.44% | Q1 2026 | Apr 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 73,557 | 2,664 | 0.09% | 0.06% | 191 | +7,427 | 11.23% | Q1 2026 | Apr 23, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 72,140 | 2,612 | 0.8% | 0.84% | 192 | +2,825 | 4.08% | Q1 2026 | Apr 28, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 71,727 | 2,597 | 1.51% | 1.64% | 193 | +3,071 | 4.47% | Q1 2026 | Apr 15, 2026 |
| Bedminster, LLC | History | Added to | 71,645 | 2,594 | 2.41% | 2.44% | 194 | +2,696 | 3.91% | Q1 2026 | Apr 24, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 71,558 | 2,591 | 0.12% | 0.12% | 195 | +6,631 | 10.21% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Added to | 71,334 | 2,583 | 0.14% | 0.06% | 196 | +35,918 | 101.42% | Q1 2026 | Apr 28, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 58,952 | 2,460 | 1.44% | 0.31% | 197 | +47,234 | 403.09% | Q1 2026 | May 11, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 65,358 | 2,367 | 0.58% | 1.57% | 198 | +20,683 | 46.3% | Q1 2026 | May 12, 2026 |
| Sheridan Capital Management, LLC | History | Reduced | 65,261 | 2,363 | 1.25% | 1.29% | 199 | -626 | -0.95% | Q1 2026 | Apr 28, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 64,472 | 2,335 | 0.7% | 0.68% | 200 | +5,360 | 9.07% | Q1 2026 | Apr 20, 2026 |
| Strategies Wealth Advisors, LLC | History | New | 64,330 | 2,330 | 0.23% | — | 202 | +64,330 | New | Q1 2026 | May 15, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 64,350 | 2,330 | 2.31% | 2.38% | 201 | +2,624 | 4.25% | Q1 2026 | Apr 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 63,840 | 2,312 | 0.0% | 0.0% | 203 | +8,789 | 15.97% | Q1 2026 | May 05, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 63,221 | 2,289 | 0.8% | 0.83% | 204 | +524 | 0.84% | Q1 2026 | May 05, 2026 |
| Redwood Investment Management, LLC | History | Added to | 62,848 | 2,276 | 0.28% | 0.24% | 205 | +7,238 | 13.02% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 62,453 | 2,262 | 0.0% | 0.0% | 206 | +3,513 | 5.96% | Q1 2026 | May 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 61,926 | 2,242 | 0.15% | 0.15% | 207 | -225 | -0.36% | Q1 2026 | May 21, 2026 |
| Chatterton & Associates Inc. | History | Added to | 57,743 | 2,215 | 1.55% | 1.47% | 208 | +13,304 | 29.94% | Q1 2026 | Apr 20, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 60,251 | 2,182 | 0.72% | 0.58% | 209 | +18,635 | 44.78% | Q1 2026 | May 12, 2026 |
| Apeiron RIA LLC | History | Reduced | 60,180 | 2,179 | 0.51% | 1.14% | 210 | -83,115 | -58.0% | Q1 2026 | Apr 27, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 58,959 | 2,135 | 1.35% | 1.66% | 211 | -9,234 | -13.54% | Q1 2026 | Apr 07, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 55,707 | 2,017 | 1.68% | 1.85% | 212 | -1,828 | -3.18% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 55,064 | 1,994 | 0.07% | 0.04% | 213 | +32,223 | 141.08% | Q1 2026 | May 19, 2026 |
| WealthPoint Financial, LLC | History | No change | 48,793 | 1,881 | 1.64% | 1.64% | 214 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 51,453 | 1,863 | 0.58% | 0.55% | 215 | +6,897 | 15.48% | Q1 2026 | May 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 50,916 | 1,844 | 0.06% | 0.07% | 216 | +740 | 1.47% | Q1 2026 | May 07, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 50,851 | 1,841 | 1.42% | 1.37% | 217 | +6,525 | 14.72% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 50,704 | 1,836 | 0.03% | 0.04% | 218 | +894 | 1.79% | Q1 2026 | May 07, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 47,496 | 1,831 | 1.02% | 1.02% | 219 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 48,959 | 1,773 | 0.7% | 0.7% | 220 | +4,377 | 9.82% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 46,941 | 1,700 | 0.0% | 0.0% | 221 | +7,646 | 19.46% | Q1 2026 | May 14, 2026 |
| Mosley Wealth Management | History | Added to | 44,099 | 1,669 | 0.76% | 0.76% | 222 | +561 | 1.29% | Q1 2026 | Apr 27, 2026 |
| RFG Advisory, LLC | History | Added to | 45,752 | 1,657 | 0.03% | 0.03% | 223 | +3,212 | 7.55% | Q1 2026 | Apr 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 44,970 | 1,628 | 0.02% | 0.02% | 224 | +2,118 | 4.94% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 44,920 | 1,627 | 0.18% | 0.04% | 225 | +36,276 | 419.67% | Q1 2026 | Apr 28, 2026 |
| MATHER GROUP, LLC. | History | Added to | 44,394 | 1,607 | 0.02% | 0.01% | 226 | +10,736 | 31.9% | Q1 2026 | Apr 13, 2026 |
| Ascentis Independent Advisors | History | New | 44,288 | 1,604 | 0.12% | — | 227 | +44,288 | New | Q1 2026 | Apr 28, 2026 |
| XY Planning Network, Inc. | History | Added to | 42,162 | 1,545 | 0.25% | 0.2% | 228 | +12,350 | 41.43% | Q1 2026 | Apr 14, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 42,074 | 1,523 | 1.09% | 1.14% | 229 | +628 | 1.52% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 41,814 | 1,514 | 0.07% | 0.07% | 230 | +1,928 | 4.83% | Q1 2026 | Apr 28, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 41,336 | 1,497 | 0.11% | 0.13% | 231 | -3,271 | -7.33% | Q1 2026 | Apr 16, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 40,237 | 1,457 | 0.28% | 0.22% | 232 | +1,570 | 4.06% | Q1 2026 | Apr 29, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 40,008 | 1,449 | 0.99% | 1.0% | 233 | +1,260 | 3.25% | Q1 2026 | May 04, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 39,264 | 1,422 | 0.0% | 0.0% | 234 | +38,295 | 3952.01% | Q1 2026 | May 15, 2026 |
| Vantage Point Financial LLC | History | Added to | 39,092 | 1,415 | 0.5% | 0.51% | 235 | +2,184 | 5.92% | Q1 2026 | May 01, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 38,866 | 1,407 | 0.52% | 0.54% | 236 | +2,007 | 5.45% | Q1 2026 | Apr 20, 2026 |
| Spire Wealth Management | History | Added to | 38,419 | 1,391 | 0.05% | 0.05% | 237 | +1,959 | 5.37% | Q1 2026 | Apr 22, 2026 |
| United Advisor Group, LLC | History | Added to | 38,138 | 1,381 | 0.17% | 0.15% | 238 | +6,436 | 20.3% | Q1 2026 | Apr 17, 2026 |
| Richmond Investment Services, LLC | History | Added to | 38,090 | 1,379 | 0.22% | 0.23% | 239 | +3,499 | 10.12% | Q1 2026 | Apr 29, 2026 |
| Venturi Wealth Management, LLC | History | New | 37,928 | 1,373 | 0.06% | — | 240 | +37,928 | New | Q1 2026 | Apr 21, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 37,732 | 1,366 | 0.69% | 0.75% | 241 | +1,170 | 3.2% | Q1 2026 | May 15, 2026 |
| 5T Wealth, LLC | History | Added to | 36,677 | 1,328 | 0.52% | 0.54% | 242 | +1,511 | 4.3% | Q1 2026 | Apr 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 37,706 | 1,323 | 0.08% | 0.07% | 243 | -1,691 | -4.29% | Q1 2026 | Apr 24, 2026 |
| J.M. Arbour, LLC | History | Added to | 35,898 | 1,300 | 1.25% | 1.3% | 244 | +2,174 | 6.45% | Q1 2026 | Apr 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 35,600 | 1,289 | 0.0% | 0.0% | 245 | +2,900 | 8.87% | Q1 2026 | May 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 35,094 | 1,271 | 0.1% | 0.1% | 246 | +2,566 | 7.89% | Q1 2026 | Apr 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 35,090 | 1,270 | 0.07% | 0.09% | 247 | -5,757 | -14.09% | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 35,531 | 1,247 | 0.05% | 0.06% | 248 | -4,477 | -11.19% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 32,889 | 1,191 | 0.02% | 0.02% | 249 | +1,540 | 4.91% | Q1 2026 | May 12, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 32,691 | 1,184 | 0.27% | 0.21% | 250 | +8,754 | 36.57% | Q1 2026 | Apr 28, 2026 |
| Compound Planning, Inc. | History | New | 32,270 | 1,168 | 0.04% | — | 251 | +32,270 | New | Q1 2026 | May 14, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 32,138 | 1,164 | 0.13% | 0.12% | 252 | +3,708 | 13.04% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 31,396 | 1,137 | 0.0% | 0.0% | 253 | +8,108 | 34.82% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, LLC | History | New | 30,698 | 1,111 | 0.2% | — | 254 | +30,698 | New | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 30,493 | 1,104 | 0.01% | 0.01% | 255 | +3,464 | 12.82% | Q1 2026 | May 13, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 30,467 | 1,103 | 0.6% | 0.56% | 256 | +3,875 | 14.57% | Q1 2026 | Apr 22, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 30,415 | 1,101 | 1.24% | 1.28% | 257 | +1,391 | 4.79% | Q1 2026 | Apr 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 30,283 | 1,096 | 0.02% | 0.06% | 258 | -47,050 | -60.84% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 30,195 | 1,093 | 0.0% | 0.0% | 259 | +29,995 | 14997.5% | Q1 2026 | May 01, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 30,152 | 1,092 | 0.72% | 0.75% | 260 | +1,744 | 6.14% | Q1 2026 | Apr 21, 2026 |
| M Holdings Securities, Inc. | History | Added to | 26,685 | 1,073 | 0.07% | 0.06% | 261 | +3,878 | 17.0% | Q1 2026 | May 12, 2026 |
| Capital Investment Management, Inc. | History | Added to | 29,352 | 1,063 | 0.37% | 0.36% | 263 | +2,908 | 11.0% | Q1 2026 | Apr 22, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 29,376 | 1,063 | 0.01% | 0.01% | 262 | -1,308 | -4.26% | Q1 2026 | May 08, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 27,548 | 1,062 | 0.67% | 0.67% | 264 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 28,948 | 1,048 | 0.27% | 0.15% | 265 | +14,965 | 107.02% | Q1 2026 | May 06, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 28,925 | 1,047 | 0.14% | 0.13% | 266 | +5,983 | 26.08% | Q1 2026 | May 11, 2026 |
| Two West Capital Advisors LLC | History | Added to | 25,615 | 1,033 | 0.55% | 0.43% | 267 | +6,373 | 33.12% | Q1 2026 | May 04, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 28,394 | 1,028 | 0.29% | 0.32% | 268 | -2,595 | -8.37% | Q1 2026 | Apr 16, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 28,244 | 1,022 | 0.02% | 0.01% | 269 | +13,712 | 94.36% | Q1 2026 | Apr 15, 2026 |
| MKT Advisors LLC | History | Added to | 27,522 | 1,016 | 0.34% | 0.27% | 270 | +7,147 | 35.08% | Q1 2026 | Apr 10, 2026 |
| CITIGROUP INC | History | New | 27,532 | 997 | 0.0% | — | 271 | +27,532 | New | Q1 2026 | May 11, 2026 |
| Cassilly Financial Group LLC | History | Added to | 27,370 | 991 | 0.86% | 0.91% | 272 | +614 | 2.29% | Q1 2026 | Apr 10, 2026 |
| EFG International AG | History | New | 27,186 | 984 | 0.02% | — | 274 | +27,186 | New | Q1 2026 | May 15, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 27,188 | 984 | 0.31% | 0.32% | 273 | +1,055 | 4.04% | Q1 2026 | Apr 23, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 26,833 | 971 | 0.34% | 0.36% | 275 | +1,037 | 4.02% | Q1 2026 | Apr 28, 2026 |
| HighPoint Advisor Group LLC | History | New | 26,707 | 967 | 0.04% | — | 276 | +26,707 | New | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 26,605 | 963 | 0.0% | 0.01% | 277 | -913 | -3.32% | Q1 2026 | May 14, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 26,187 | 948 | 0.16% | 0.17% | 278 | +891 | 3.52% | Q1 2026 | Apr 17, 2026 |
| Sigma Planning Corp | History | Added to | 26,086 | 944 | 0.03% | 0.03% | 279 | +1,866 | 7.7% | Q1 2026 | May 04, 2026 |
| Vantus Wealth LLC | History | No change | 24,499 | 944 | 0.7% | 0.7% | 280 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 26,033 | 942 | 0.02% | 0.01% | 281 | +7,990 | 44.28% | Q1 2026 | May 18, 2026 |
| Brendel Financial Advisors LLC | History | New | 25,310 | 916 | 0.45% | — | 283 | +25,310 | New | Q1 2026 | Apr 15, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 25,299 | 916 | 0.11% | 0.12% | 282 | -306 | -1.2% | Q1 2026 | Apr 21, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 25,238 | 914 | 0.61% | 0.33% | 284 | +12,903 | 104.6% | Q1 2026 | Apr 21, 2026 |
| W ADVISORS, LLC | History | Added to | 25,230 | 913 | 0.47% | 0.37% | 285 | +6,068 | 31.67% | Q1 2026 | Apr 29, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 25,198 | 912 | 0.3% | 0.14% | 286 | +14,119 | 127.44% | Q1 2026 | May 04, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 25,131 | 910 | 0.57% | — | 287 | +25,131 | New | Q1 2026 | Apr 14, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 25,076 | 908 | 0.47% | 0.45% | 288 | +2,362 | 10.4% | Q1 2026 | Apr 10, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 24,071 | 871 | 0.17% | 0.12% | 289 | +9,931 | 70.23% | Q1 2026 | May 01, 2026 |
| Brookwood Investment Group LLC | History | Added to | 24,013 | 869 | 0.11% | 0.11% | 290 | +678 | 2.91% | Q1 2026 | May 04, 2026 |
| Asempa Wealth Advisors | History | Added to | 23,321 | 854 | 0.74% | 0.74% | 291 | +1,105 | 4.97% | Q1 2026 | Apr 08, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 23,423 | 848 | 0.25% | 0.38% | 292 | -10,099 | -30.13% | Q1 2026 | May 07, 2026 |
| Independent Advisor Alliance | History | New | 23,209 | 840 | 0.01% | — | 293 | +23,209 | New | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 21,322 | 822 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 22,472 | 813 | 0.06% | 0.07% | 295 | +237 | 1.07% | Q1 2026 | Apr 17, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 22,404 | 811 | 0.17% | 0.16% | 296 | +2,804 | 14.31% | Q1 2026 | May 05, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 22,155 | 802 | 0.41% | 0.36% | 297 | +4,799 | 27.65% | Q1 2026 | May 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 22,022 | 797 | 0.06% | 0.06% | 298 | +1,191 | 5.72% | Q1 2026 | May 13, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 21,810 | 789 | 0.18% | 0.16% | 299 | +4,368 | 25.04% | Q1 2026 | Apr 27, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 20,292 | 735 | 0.06% | 0.06% | 300 | +3,176 | 18.56% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 20,274 | 734 | 0.04% | 0.05% | 301 | +1,635 | 8.77% | Q1 2026 | Apr 13, 2026 |
| Avior Wealth Management, LLC | History | New | 20,144 | 729 | 0.02% | — | 303 | +20,144 | New | Q1 2026 | Apr 09, 2026 |
| Integrated Wealth Management | History | Reduced | 20,142 | 729 | 0.84% | 0.9% | 302 | -602 | -2.9% | Q1 2026 | Apr 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 20,547 | 726 | 0.0% | — | 304 | +20,547 | New | Q1 2026 | May 15, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 19,978 | 723 | 0.32% | 0.35% | 305 | +281 | 1.43% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 19,618 | 710 | 0.03% | 0.02% | 306 | +4,057 | 26.07% | Q1 2026 | May 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 19,399 | 702 | 0.01% | 0.01% | 307 | -14,914 | -43.46% | Q1 2026 | Apr 27, 2026 |
| Catalina Capital Group, LLC | History | Added to | 19,352 | 700 | 0.42% | 0.42% | 308 | +1,402 | 7.81% | Q1 2026 | Apr 23, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 19,303 | 699 | 0.28% | 0.14% | 309 | +10,510 | 119.53% | Q1 2026 | Apr 22, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 19,107 | 692 | 0.46% | 0.45% | 310 | +1,902 | 11.05% | Q1 2026 | Apr 13, 2026 |
| RDA Financial Network | History | Added to | 18,973 | 687 | 0.17% | 0.17% | 311 | +765 | 4.2% | Q1 2026 | Apr 08, 2026 |
| FWG Investments, LLC. | History | Added to | 18,921 | 685 | 0.44% | 0.36% | 312 | +4,322 | 29.6% | Q1 2026 | Apr 21, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 18,546 | 672 | 0.02% | 0.02% | 313 | +1,307 | 7.58% | Q1 2026 | Apr 21, 2026 |
| Brooklyn Investment Group | History | New | 18,094 | 655 | 0.02% | — | 314 | +18,094 | New | Q1 2026 | Apr 29, 2026 |
| EWA, LLC | History | Reduced | 17,905 | 648 | 0.15% | 2.77% | 315 | -276,809 | -93.92% | Q1 2026 | Apr 23, 2026 |
| Aspire Private Capital, LLC | History | Added to | 17,455 | 632 | 0.14% | 0.14% | 316 | +664 | 3.95% | Q1 2026 | Apr 22, 2026 |
| Argent Trust Co | History | Added to | 16,696 | 604 | 0.02% | 0.02% | 317 | +4,520 | 37.12% | Q1 2026 | May 13, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 16,574 | 600 | 0.36% | 0.37% | 318 | -44 | -0.26% | Q1 2026 | Apr 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 16,508 | 597 | 0.05% | 0.03% | 319 | +7,987 | 93.73% | Q1 2026 | Apr 22, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 16,465 | 596 | 0.18% | 0.14% | 320 | -269 | -1.61% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 16,442 | 595 | 0.0% | 0.0% | 321 | +2,386 | 16.97% | Q1 2026 | Apr 15, 2026 |
| Semus Wealth Partners LLC | History | Added to | 16,281 | 589 | 0.33% | 0.32% | 322 | +759 | 4.89% | Q1 2026 | Apr 24, 2026 |
| Vision Retirement, LLC | History | Reduced | 16,253 | 588 | 0.17% | 0.18% | 323 | -714 | -4.21% | Q1 2026 | May 07, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 16,183 | 586 | 0.15% | 0.17% | 324 | +258 | 1.62% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | New | 16,095 | 582 | 0.02% | — | 325 | +16,095 | New | Q1 2026 | May 11, 2026 |
| GatePass Capital, LLC | History | Added to | 16,033 | 580 | 0.27% | 0.21% | 327 | +5,474 | 51.84% | Q1 2026 | May 06, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 16,037 | 580 | 0.43% | 0.44% | 326 | +176 | 1.11% | Q1 2026 | Apr 22, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 15,997 | 579 | 0.44% | 0.37% | 328 | +4,547 | 39.71% | Q1 2026 | Apr 27, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 15,963 | 578 | 0.21% | 0.29% | 329 | +944 | 6.29% | Q1 2026 | May 12, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 15,662 | 567 | 0.17% | 0.14% | 330 | +3,458 | 28.33% | Q1 2026 | Apr 24, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 15,395 | 557 | 0.01% | 0.01% | 331 | -2,080 | -11.9% | Q1 2026 | May 08, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 15,378 | 556 | 0.58% | 0.66% | 332 | +6,228 | 68.07% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 15,172 | 549 | 0.02% | 0.02% | 333 | +1,506 | 11.02% | Q1 2026 | May 13, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 14,852 | 537 | 0.26% | 0.28% | 334 | +526 | 3.67% | Q1 2026 | Apr 22, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 13,600 | 521 | 0.07% | 0.06% | 335 | +2,343 | 20.81% | Q1 2026 | Apr 20, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 14,335 | 519 | 0.19% | 0.16% | 336 | +2,862 | 24.95% | Q1 2026 | Apr 27, 2026 |
| JT Stratford LLC | History | Added to | 14,272 | 516 | 0.07% | 0.07% | 337 | +1,000 | 7.53% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | Added to | 14,133 | 511 | 0.03% | 0.03% | 338 | +1,095 | 8.4% | Q1 2026 | May 04, 2026 |
| SMART Wealth LLC | History | Added to | 14,063 | 509 | 0.15% | 0.06% | 339 | +8,526 | 153.98% | Q1 2026 | Apr 23, 2026 |
| Imprint Wealth LLC | History | Added to | 13,988 | 506 | 2.31% | 1.63% | 340 | +4,946 | 54.7% | Q1 2026 | May 15, 2026 |
| MSH Capital Advisors LLC | History | No change | 13,770 | 498 | 0.11% | 0.11% | 341 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 13,510 | 489 | 0.47% | 0.42% | 342 | +2,215 | 19.61% | Q1 2026 | May 04, 2026 |
| Inspire Advisors, LLC | History | New | 13,335 | 482 | 0.04% | — | 344 | +13,335 | New | Q1 2026 | May 15, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 13,315 | 482 | 0.06% | 0.07% | 343 | -358 | -2.62% | Q1 2026 | May 04, 2026 |
| Sound Income Strategies, LLC | History | Added to | 13,040 | 477 | 0.02% | 0.02% | 345 | +361 | 2.85% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 13,108 | 474 | 0.02% | 0.03% | 346 | -4,515 | -25.62% | Q1 2026 | May 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 12,943 | 468 | 0.02% | 0.02% | 347 | +313 | 2.48% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 12,542 | 454 | 0.0% | — | 348 | +12,542 | New | Q1 2026 | May 12, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 12,311 | 445 | 0.23% | 0.81% | 349 | -36,219 | -74.63% | Q1 2026 | Apr 21, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 12,201 | 441 | 0.11% | 0.11% | 350 | +661 | 5.73% | Q1 2026 | Apr 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 12,146 | 439 | 0.04% | 0.04% | 351 | +718 | 6.28% | Q1 2026 | Apr 30, 2026 |
| Sowell Financial Services LLC | History | Added to | 11,977 | 433 | 0.02% | 0.01% | 352 | +2,369 | 24.66% | Q1 2026 | Apr 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 11,922 | 431 | 0.0% | 0.02% | 353 | -467,083 | -97.51% | Q1 2026 | May 14, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 11,749 | 425 | 0.13% | 0.15% | 354 | +211 | 1.83% | Q1 2026 | Apr 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 11,336 | 410 | 0.02% | 0.02% | 355 | +1,304 | 13.0% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | New | 11,023 | 399 | 0.02% | — | 356 | +11,023 | New | Q1 2026 | Apr 27, 2026 |
| Latitude Advisors, LLC | History | Added to | 10,644 | 385 | 0.18% | 0.09% | 357 | +5,096 | 91.85% | Q1 2026 | Apr 27, 2026 |
| Cooper Financial Group | History | Added to | 10,600 | 383 | 0.04% | 0.03% | 358 | +2,277 | 27.36% | Q1 2026 | Apr 07, 2026 |
| SEEDS INVESTOR LLC | History | New | 9,761 | 382 | 0.05% | — | 359 | +9,761 | New | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | New | 10,441 | 378 | 0.0% | — | 360 | +10,441 | New | Q1 2026 | May 14, 2026 |
| Blue Capital, Inc. | History | Added to | 10,409 | 377 | 0.25% | 0.27% | 361 | +575 | 5.85% | Q1 2026 | Apr 24, 2026 |
| Concorde Asset Management, LLC | History | No change | 9,765 | 376 | 0.15% | 0.15% | 362 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ARWA LLC | History | New | 9,601 | 368 | 0.18% | — | 363 | +9,601 | New | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10,023 | 363 | 0.01% | 0.01% | 364 | +2,144 | 27.21% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 9,987 | 361 | 0.0% | 0.0% | 365 | +2,535 | 34.02% | Q1 2026 | May 15, 2026 |
| VestGen Investment Management | History | Reduced | 9,944 | 360 | 0.2% | 0.22% | 366 | -257 | -2.52% | Q1 2026 | May 12, 2026 |
| FLP Wealth Management, LLC | History | Added to | 9,931 | 359 | 0.74% | 0.75% | 367 | +1,662 | 20.1% | Q1 2026 | Apr 28, 2026 |
| Fulcrum Equity Management | History | Added to | 9,833 | 356 | 0.34% | 0.36% | 368 | +2 | 0.02% | Q1 2026 | Apr 02, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 9,766 | 353 | 0.28% | 0.29% | 369 | +248 | 2.61% | Q1 2026 | Apr 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 9,639 | 349 | 0.02% | 0.02% | 370 | -114 | -1.17% | Q1 2026 | Apr 28, 2026 |
| Atlatl Advisers LLC | History | Reduced | 9,629 | 348 | 0.26% | 0.32% | 371 | -12,185 | -55.86% | Q1 2026 | May 07, 2026 |
| LexAurum Advisors, LLC | History | New | 9,479 | 343 | 0.04% | — | 372 | +9,479 | New | Q1 2026 | Apr 13, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 9,442 | 341 | 0.2% | 0.16% | 373 | +1,989 | 26.69% | Q1 2026 | Apr 30, 2026 |
| GWN SECURITIES INC. | History | Added to | 9,173 | 332 | 0.06% | 0.06% | 374 | +1,458 | 18.9% | Q1 2026 | May 14, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 9,136 | 330 | 0.11% | 0.09% | 375 | +1,900 | 26.26% | Q1 2026 | May 15, 2026 |
| Mosaic Advisors LLC | History | New | 8,121 | 327 | 0.49% | — | 376 | +8,121 | New | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Added to | 8,936 | 323 | 0.0% | 0.0% | 377 | +1,314 | 17.24% | Q1 2026 | May 14, 2026 |
| Key Capital Management, INC | History | Added to | 8,827 | 319 | 0.21% | 0.13% | 378 | +5,447 | 161.15% | Q1 2026 | May 07, 2026 |
| PUREfi Wealth, LLC | History | Added to | 8,393 | 303 | 0.2% | 0.24% | 379 | +327 | 4.05% | Q1 2026 | Apr 28, 2026 |
| Madson Wealth Advisors Inc | History | New | 8,359 | 302 | 0.25% | — | 381 | +8,359 | New | Q1 2026 | Apr 21, 2026 |
| BAM Wealth Management, LLC | History | Added to | 8,346 | 302 | 0.23% | 0.21% | 380 | +775 | 10.24% | Q1 2026 | Apr 17, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 8,304 | 300 | 0.31% | 0.28% | 382 | +1,173 | 16.45% | Q1 2026 | Apr 23, 2026 |
| LongView Wealth Management | History | Added to | 7,501 | 293 | 0.07% | 0.06% | 383 | +1,512 | 25.25% | Q1 2026 | Apr 15, 2026 |
| Quartz Partners, LLC | History | New | 8,041 | 291 | 0.11% | — | 384 | +8,041 | New | Q1 2026 | May 05, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 7,986 | 289 | 0.52% | 0.42% | 385 | +2,350 | 41.7% | Q1 2026 | Apr 14, 2026 |
| Quantinno Capital Management LP | History | New | 7,929 | 287 | 0.0% | — | 386 | +7,929 | New | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 7,234 | 262 | 0.07% | 0.07% | 387 | -197 | -2.65% | Q1 2026 | Apr 30, 2026 |
| Cadia Private Client LLC | History | New | 7,205 | 260 | 0.21% | — | 389 | +7,205 | New | Q1 2026 | May 20, 2026 |
| Kovack Advisors, Inc. | History | Added to | 7,144 | 260 | 0.01% | 0.01% | 388 | +836 | 13.25% | Q1 2026 | May 12, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 7,175 | 259 | 0.23% | 0.25% | 390 | -56 | -0.77% | Q1 2026 | May 04, 2026 |
| Advisor OS, LLC | History | New | 7,100 | 257 | 0.02% | — | 391 | +7,100 | New | Q1 2026 | May 07, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 6,924 | 250 | 0.04% | 0.04% | 392 | -35 | -0.5% | Q1 2026 | May 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,432 | 248 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 6,822 | 247 | 0.12% | 0.11% | 394 | +219 | 3.32% | Q1 2026 | May 14, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 6,643 | 240 | 0.07% | 0.07% | 395 | +934 | 16.36% | Q1 2026 | Apr 06, 2026 |
| Bison Wealth, LLC | History | Reduced | 5,650 | 240 | 0.02% | 0.02% | 396 | -169 | -2.9% | Q1 2026 | May 15, 2026 |
| Balefire, LLC | History | New | 6,604 | 239 | 0.05% | — | 397 | +6,604 | New | Q1 2026 | May 07, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | New | 6,420 | 232 | 0.22% | — | 398 | +6,420 | New | Q1 2026 | May 06, 2026 |
| Elevation Wealth Management LLC | History | Added to | 6,391 | 231 | 0.21% | 0.23% | 399 | +260 | 4.24% | Q1 2026 | May 11, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 6,282 | 227 | 0.03% | — | 401 | +6,282 | New | Q1 2026 | Apr 30, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 6,271 | 227 | 0.02% | 0.03% | 400 | -159 | -2.47% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | New | 6,219 | 225 | 0.0% | — | 402 | +6,219 | New | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | New | 6,010 | 217 | 0.0% | — | 404 | +6,010 | New | Q1 2026 | May 11, 2026 |
| Creative Planning | History | New | 6,009 | 217 | 0.0% | — | 403 | +6,009 | New | Q1 2026 | May 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 5,999 | 217 | 0.05% | — | 405 | +5,999 | New | Q1 2026 | Apr 15, 2026 |
| Prosperity Consulting Group, LLC | History | New | 5,954 | 215 | 0.01% | — | 406 | +5,954 | New | Q1 2026 | May 05, 2026 |
| TRB Wealth Management, LLC | History | New | 5,883 | 213 | 0.03% | — | 407 | +5,883 | New | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | Added to | 5,801 | 210 | 0.02% | 0.02% | 408 | +339 | 6.21% | Q1 2026 | Apr 22, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 5,752 | 208 | 0.02% | — | 409 | +5,752 | New | Q1 2026 | Apr 15, 2026 |
| Empirical Asset Management, LLC | History | Added to | 5,539 | 200 | 0.05% | 0.06% | 410 | +231 | 4.35% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 5,058 | 183 | 0.01% | 0.01% | 411 | +894 | 21.47% | Q1 2026 | May 18, 2026 |
| New Republic Capital, LLC | History | Added to | 4,593 | 166 | 0.06% | 0.05% | 412 | +148 | 3.33% | Q1 2026 | May 01, 2026 |
| Northwest Capital Management Inc | History | No change | 4,129 | 159 | 0.69% | 0.69% | 413 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 3,991 | 144 | 0.01% | — | 414 | +3,991 | New | Q1 2026 | Apr 27, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 3,787 | 137 | 0.04% | 0.16% | 415 | -6,709 | -63.92% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 3,787 | 137 | 0.04% | 0.05% | 416 | -252 | -6.24% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 3,736 | 135 | 0.0% | 0.0% | 417 | +3,612 | 2912.9% | Q1 2026 | May 15, 2026 |
| Wells Financial Advisors INC | History | No change | 3,670 | 132 | 0.6% | 0.27% | 418 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capital Advisor Network LLC | History | New | 3,166 | 114 | 0.13% | — | 419 | +3,166 | New | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,618 | 94 | 0.0% | 0.0% | 420 | -67 | -2.5% | Q1 2026 | May 13, 2026 |
| REAP Financial Group, LLC | History | Added to | 2,463 | 89 | 0.02% | 0.02% | 421 | +119 | 5.08% | Q1 2026 | May 11, 2026 |
| Opal Wealth Advisors, LLC | History | New | 2,403 | 87 | 0.02% | — | 422 | +2,403 | New | Q1 2026 | Apr 14, 2026 |
| Team Financial Group, LLC | History | Added to | 2,291 | 82 | 0.04% | 0.04% | 423 | +167 | 7.86% | Q1 2026 | May 01, 2026 |
| Wellington Grp LLC | History | New | 2,233 | 80 | 0.02% | — | 424 | +2,233 | New | Q1 2026 | May 22, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,150 | 77 | 0.0% | 0.01% | 425 | -327 | -13.2% | Q1 2026 | Apr 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,767 | 64 | 0.0% | 0.0% | 426 | +13 | 0.74% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 1,502 | 54 | 0.0% | 0.0% | 427 | +304 | 25.38% | Q1 2026 | May 15, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 1,496 | 54 | 0.05% | 0.05% | 428 | +9 | 0.61% | Q1 2026 | May 06, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,123 | 40 | 0.0% | — | 429 | +1,123 | New | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 1,057 | 38 | 0.01% | 0.0% | 430 | +681 | 181.12% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 958 | 34 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 924 | 33 | 0.02% | 0.02% | 432 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clark Wealth Partners | History | Reduced | 865 | 31 | 0.02% | 0.02% | 433 | -125 | -12.63% | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | New | 854 | 30 | 0.0% | — | 434 | +854 | New | Q1 2026 | Apr 28, 2026 |
| Signature Equity Partners, LLC | History | Added to | 826 | 29 | 0.02% | 0.01% | 435 | +249 | 43.15% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 670 | 24 | 0.0% | 0.0% | 436 | -1,025 | -60.47% | Q1 2026 | Apr 23, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 670 | 24 | 0.0% | 0.0% | 437 | +449 | 203.17% | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 579 | 20 | 0.0% | 0.0% | 438 | +389 | 204.74% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | No change | 545 | 19 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CURIO WEALTH, LLC | History | No change | 515 | 18 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 474 | 17 | 0.0% | — | 441 | +474 | New | Q1 2026 | May 13, 2026 |
| Indiana Trust & Investment Management Co | History | New | 451 | 16 | 0.0% | — | 442 | +451 | New | Q1 2026 | Apr 28, 2026 |
| NorthAvenue LLC | History | Added to | 385 | 13 | 0.01% | 0.01% | 444 | +1 | 0.26% | Q1 2026 | Apr 15, 2026 |
| Bank of Jackson Hole Trust | History | No change | 379 | 13 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Armor Investment Advisors, LLC | History | New | 322 | 11 | 0.0% | — | 445 | +322 | New | Q1 2026 | Apr 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 277 | 10 | 0.0% | — | 447 | +277 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 286 | 10 | 0.0% | 0.0% | 446 | +60 | 26.55% | Q1 2026 | May 14, 2026 |
| TD Capital Management LLC | History | No change | 260 | 9 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Nemes Rush Group LLC | History | No change | 266 | 9 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Investors Research Corp | History | No change | 228 | 8 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Advocate Investing Services LLC | History | Added to | 215 | 7 | 0.01% | — | 453 | +201 | 1435.71% | Q1 2026 | Apr 22, 2026 |
| N.E.W. Advisory Services LLC | History | New | 194 | 7 | 0.0% | — | 454 | +194 | New | Q1 2026 | May 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 192 | 7 | 0.0% | 0.0% | 451 | +8 | 4.35% | Q1 2026 | May 01, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 197 | 7 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Financial Freedom, LLC | History | New | 174 | 6 | 0.0% | — | 456 | +174 | New | Q1 2026 | Apr 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 190 | 6 | 0.0% | 0.0% | 455 | +140 | 280.0% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 150 | 5 | 0.0% | — | 459 | +150 | New | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Added to | 141 | 5 | 0.0% | 0.0% | 457 | +82 | 138.98% | Q1 2026 | May 15, 2026 |
| Networth Advisors, LLC | History | No change | 162 | 5 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Root Financial Partners, LLC | History | New | 126 | 4 | 0.0% | — | 462 | +126 | New | Q1 2026 | Apr 24, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 114 | 4 | 0.0% | — | 461 | +114 | New | Q1 2026 | May 05, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 124 | 4 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| VANGUARD ADVISERS INC | History | New | 88 | 3 | 0.0% | — | 465 | +88 | New | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 99 | 3 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 89 | 3 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 61 | 2 | 0.0% | — | 466 | +61 | New | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 59 | 2 | 0.0% | — | 467 | +59 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 55 | 1 | 0.0% | — | 469 | +54 | 5400.0% | Q1 2026 | May 08, 2026 |
| Johnson Financial Group, Inc. | History | New | 52 | 1 | 0.0% | — | 475 | +52 | New | Q1 2026 | May 07, 2026 |
| UMB Bank, n.a. | History | New | 43 | 1 | 0.0% | — | 474 | +43 | New | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 53 | 1 | 0.0% | 0.0% | 472 | +15 | 39.47% | Q1 2026 | Apr 21, 2026 |
| CHELSEA COUNSEL CO | History | No change | 29 | 1 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Crewe Advisors LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ESL Trust Services, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| United Financial Planning Group LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Trilogy Capital Inc. | History | Closed out | 0 | 0 | — | 0.29% | — | -168,335 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Forthright Family Wealth Advisory LLC | History | Closed out | 0 | 0 | — | 2.08% | — | -85,840 | -100.0% | Q1 2026 | May 13, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -85,161 | -100.0% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -70,642 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -46,412 | -100.0% | Q1 2026 | May 01, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -32,120 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,014 | -100.0% | Q1 2026 | May 20, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,585 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,025 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,025 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Emergent Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -8,876 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Elevated Financial Group LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,889 | -100.0% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,733 | -100.0% | Q1 2026 | May 15, 2026 |
| Freedom Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -6,421 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,966 | -100.0% | Q1 2026 | Apr 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,832 | -100.0% | Q1 2026 | May 15, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,719 | -100.0% | Q1 2026 | Apr 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,270 | -100.0% | Q1 2026 | May 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,198 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -521 | -100.0% | Q1 2026 | May 06, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -383 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -319 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q1 2026 | May 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -154 | -100.0% | Q1 2026 | Apr 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q1 2026 | May 08, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q1 2026 | May 04, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | May 12, 2026 |
| NVWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | Apr 27, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | May 08, 2026 |
| BARRETT & COMPANY, INC. | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q1 2026 | May 04, 2026 |
| NBT BANK N A /NY | History | Reduced | 17 | 0 | — | — | — | -22 | -56.41% | Q1 2026 | Apr 28, 2026 |
| CENTRAL TRUST Co | History | Added to | 25 | 0 | — | — | — | +20 | 400.0% | Q1 2026 | Apr 17, 2026 |
| Orion Capital Management LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |