iShares, Inc. - ACWV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SEI INVESTMENTS CO | History | Added to | 2,656,828 | 317,518 | 0.29% | 0.31% | 1 | +54,662 | 2.1% | Q1 2026 | May 13, 2026 |
| ASPIRIANT, LLC | History | Added to | 2,438,432 | 291,417 | 8.3% | 8.21% | 2 | +32,332 | 1.34% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 1,727,605 | 206,466 | 0.18% | 0.19% | 3 | -257,085 | -12.95% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 1,355,357 | 161,978 | 0.0% | 0.0% | 4 | +62,275 | 4.82% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,212,234 | 144,874 | 0.01% | 0.01% | 5 | -34,056 | -2.73% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 924,107 | 110,440 | 0.1% | 0.08% | 6 | -7,699 | -0.83% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 723,188 | 86,428 | 0.02% | 0.02% | 7 | +20,529 | 2.92% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 500,648 | 59,832 | 0.01% | 0.01% | 8 | +133,393 | 36.32% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 412,329 | 49,277 | 0.0% | 0.0% | 9 | +10,442 | 2.6% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 392,766 | 46,939 | 0.01% | 0.0% | 10 | +297,993 | 314.43% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 193,468 | 23,121 | 0.01% | 0.01% | 11 | -8,657 | -4.28% | Q1 2026 | May 04, 2026 |
| DORVAL Corp | History | Added to | 180,482 | 21,569 | 6.69% | 6.67% | 12 | +4,553 | 2.59% | Q1 2026 | Apr 22, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 177,037 | 20,872 | 0.0% | 0.0% | 13 | +7,167 | 4.22% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | No change | 168,189 | 20,100 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 166,791 | 19,933 | 0.0% | 0.0% | 15 | +28,277 | 20.41% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 150,498 | 17,986 | 0.03% | 0.03% | 16 | -3,527 | -2.29% | Q1 2026 | May 14, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 134,626 | 16,089 | 2.33% | 2.42% | 17 | -6,452 | -4.57% | Q1 2026 | May 13, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 129,439 | 15,469 | 3.17% | 3.09% | 18 | -295 | -0.23% | Q1 2026 | May 05, 2026 |
| HB Wealth Management, LLC | History | Reduced | 122,732 | 14,667 | 0.09% | 0.1% | 19 | -3,676 | -2.91% | Q1 2026 | Apr 27, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 119,288 | 14,256 | 0.8% | 0.83% | 20 | +60,572 | 103.16% | Q1 2026 | Apr 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 116,045 | 13,889 | 0.0% | 0.01% | 21 | -124,846 | -51.83% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 110,927 | 13,256 | 0.0% | 0.0% | 22 | +2,475 | 2.28% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 104,408 | 12,398 | 0.08% | 0.08% | 23 | +3,464 | 3.43% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 93,945 | 11,227 | 0.02% | 0.02% | 24 | -8,994 | -8.74% | Q1 2026 | Apr 27, 2026 |
| Tacita Capital Inc | History | Added to | 89,226 | 10,663 | 6.31% | 6.06% | 25 | +1,144 | 1.3% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 88,304 | 10,553 | 0.01% | 0.01% | 26 | -928 | -1.04% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Reduced | 88,137 | 10,533 | 0.01% | 0.01% | 27 | -4,135 | -4.48% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 87,698 | 10,414 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 85,513 | 10,219 | 0.04% | 0.04% | 29 | +1,830 | 2.19% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 85,154 | 10,209 | 0.02% | 0.02% | 30 | -15,483 | -15.38% | Q1 2026 | Apr 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 80,936 | 9,672 | 0.3% | 0.29% | 31 | +5,765 | 7.67% | Q1 2026 | Apr 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 79,563 | 9,508 | 0.01% | 0.01% | 32 | -1,162 | -1.44% | Q1 2026 | Apr 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 78,766 | 9,413 | 0.05% | 0.05% | 33 | +1,108 | 1.43% | Q1 2026 | Apr 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 74,559 | 8,910 | 0.05% | 0.05% | 34 | +15,909 | 27.13% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 72,823 | 8,537 | 0.0% | 0.0% | 35 | +35,057 | 92.83% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 65,261 | 7,799 | 0.01% | 0.02% | 36 | -35,568 | -35.28% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 63,321 | 7,567 | 0.0% | 0.0% | 37 | -16,795 | -20.96% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 59,773 | 7,143 | 0.01% | 0.01% | 38 | +852 | 1.45% | Q1 2026 | May 13, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 51,978 | 6,305 | 0.8% | 0.93% | 39 | -6,209 | -10.67% | Q1 2026 | Apr 20, 2026 |
| Choate Investment Advisors | History | New | 49,288 | 5,890 | 0.12% | — | 40 | +49,288 | New | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 48,771 | 5,829 | 0.01% | 0.01% | 41 | +860 | 1.79% | Q1 2026 | May 15, 2026 |
| IRON Financial LLC | History | Reduced | 48,447 | 5,789 | 2.53% | 2.85% | 42 | -3,762 | -7.21% | Q1 2026 | Apr 27, 2026 |
| SYM FINANCIAL Corp | History | Added to | 48,238 | 5,764 | 0.58% | 0.55% | 43 | +3,031 | 6.7% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 48,138 | 5,761 | 0.01% | 0.0% | 44 | +5,497 | 12.89% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | New | 45,508 | 5,564 | 0.08% | — | 45 | +45,508 | New | Q1 2026 | Apr 20, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 46,170 | 5,518 | 0.17% | — | 46 | +46,170 | New | Q1 2026 | May 15, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 44,539 | 5,322 | 1.85% | 1.84% | 47 | -437 | -0.97% | Q1 2026 | May 01, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 42,235 | 5,015 | 0.0% | 0.0% | 48 | +72 | 0.17% | Q1 2026 | May 15, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 37,640 | 4,498 | 1.16% | 1.23% | 49 | -2,643 | -6.56% | Q1 2026 | Apr 08, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 37,587 | 4,492 | 0.3% | 0.32% | 50 | -134 | -0.36% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Added to | 36,221 | 4,328 | 0.05% | 0.05% | 51 | +2,039 | 5.97% | Q1 2026 | Apr 16, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 35,462 | 4,238 | 0.08% | 0.11% | 52 | -14,360 | -28.82% | Q1 2026 | Apr 16, 2026 |
| CWM, LLC | History | Added to | 34,141 | 4,080 | 0.01% | 0.01% | 53 | +808 | 2.42% | Q1 2026 | May 14, 2026 |
| GSG Advisors LLC | History | Added to | 33,439 | 3,996 | 1.04% | 1.01% | 54 | +571 | 1.74% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 33,389 | 3,990 | 0.02% | 0.02% | 55 | -2,397 | -6.7% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 32,997 | 3,943 | 0.0% | 0.0% | 56 | -701 | -2.08% | Q1 2026 | May 05, 2026 |
| Creekside Partners | History | Reduced | 31,563 | 3,772 | 1.55% | 1.61% | 57 | -490 | -1.53% | Q1 2026 | Apr 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 31,150 | 3,722 | 0.0% | 0.0% | 58 | +19,088 | 158.25% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 30,305 | 3,621 | 0.03% | 0.03% | 59 | +28 | 0.09% | Q1 2026 | Apr 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 30,104 | 3,597 | 0.06% | 0.06% | 60 | +334 | 1.12% | Q1 2026 | Apr 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 29,015 | 3,467 | 0.01% | 0.01% | 61 | -2,266 | -7.24% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 28,860 | 3,449 | 0.01% | 0.01% | 62 | +146 | 0.51% | Q1 2026 | Apr 30, 2026 |
| PRUDENTIAL PLC | History | Added to | 25,576 | 3,056 | 0.02% | 0.02% | 63 | +7,576 | 42.09% | Q1 2026 | May 13, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 22,284 | 2,663 | 1.05% | 1.11% | 64 | -903 | -3.89% | Q1 2026 | Apr 08, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 20,565 | 2,457 | 0.04% | 0.05% | 65 | -1,037 | -4.8% | Q1 2026 | Apr 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 20,534 | 2,454 | 0.0% | 0.0% | 66 | +16,534 | 413.35% | Q1 2026 | May 15, 2026 |
| K2 Financial Inc. | History | Added to | 19,868 | 2,397 | 1.74% | 1.75% | 67 | +849 | 4.46% | Q1 2026 | Apr 28, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 19,188 | 2,293 | 1.99% | 1.9% | 68 | +1,038 | 5.72% | Q1 2026 | Apr 21, 2026 |
| Arcus Capital Partners, LLC | History | Reduced | 17,822 | 2,129 | 0.77% | 0.79% | 69 | -770 | -4.14% | Q1 2026 | May 06, 2026 |
| FWG Investments, LLC. | History | No change | 17,134 | 2,047 | 1.3% | 1.3% | 70 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Balentine LLC | History | Added to | 16,780 | 2,005 | 0.08% | 0.07% | 71 | +231 | 1.4% | Q1 2026 | Apr 24, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 16,560 | 1,979 | 0.05% | 0.04% | 72 | +3,570 | 27.48% | Q1 2026 | Apr 07, 2026 |
| Lester Murray Antman dba SimplyRich | History | Added to | 16,421 | 1,962 | 0.5% | 0.5% | 73 | +315 | 1.96% | Q1 2026 | May 01, 2026 |
| Vantage Financial Partners, LLC | History | No change | 15,792 | 1,875 | 0.38% | 0.38% | 74 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 15,623 | 1,867 | 0.0% | 0.0% | 75 | +150 | 0.97% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 15,614 | 1,866 | 0.11% | 0.09% | 76 | -117 | -0.74% | Q1 2026 | Apr 28, 2026 |
| XY Planning Network, Inc. | History | Reduced | 15,168 | 1,812 | 0.29% | 0.31% | 77 | -23 | -0.15% | Q1 2026 | Apr 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 14,274 | 1,705 | 0.08% | 0.08% | 78 | -87 | -0.61% | Q1 2026 | May 12, 2026 |
| John A. Wolfe & Associates, Inc. | History | Reduced | 14,109 | 1,686 | 2.59% | 1.04% | 79 | -41,471 | -74.61% | Q1 2026 | May 04, 2026 |
| Clearstead Advisors, LLC | History | Added to | 13,683 | 1,635 | 0.01% | 0.02% | 80 | +21 | 0.15% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 13,664 | 1,632 | 0.0% | 0.0% | 81 | +1,786 | 15.04% | Q1 2026 | May 15, 2026 |
| Chatterton & Associates Inc. | History | Added to | 12,962 | 1,572 | 1.1% | 1.28% | 82 | +403 | 3.21% | Q1 2026 | Apr 20, 2026 |
| Visionary Wealth Advisors | History | Reduced | 13,082 | 1,563 | 0.07% | 0.07% | 83 | -145 | -1.1% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Added to | 12,980 | 1,551 | 0.02% | 0.01% | 84 | +10,797 | 494.59% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 12,780 | 1,527 | 0.0% | 0.0% | 85 | +5,194 | 68.47% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 12,744 | 1,523 | 0.01% | 0.01% | 86 | -60 | -0.47% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 12,744 | 1,522 | 0.01% | 0.01% | 87 | -2,533 | -16.58% | Q1 2026 | May 05, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 12,574 | 1,502 | 0.31% | 0.25% | 88 | +2,253 | 21.83% | Q1 2026 | Apr 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 11,963 | 1,429 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 11,835 | 1,414 | 0.03% | 0.03% | 90 | +9 | 0.08% | Q1 2026 | Apr 15, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 11,493 | 1,397 | 0.19% | 0.2% | 91 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 11,612 | 1,387 | 0.02% | 0.03% | 92 | -8,892 | -43.37% | Q1 2026 | May 01, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 11,406 | 1,363 | 0.69% | 0.68% | 93 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Portland Financial Advisors Inc | History | Reduced | 11,328 | 1,353 | 2.81% | 3.07% | 94 | -826 | -6.8% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 11,072 | 1,323 | 0.05% | 0.05% | 95 | +170 | 1.56% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 11,006 | 1,315 | 0.03% | 0.02% | 96 | +1,346 | 13.93% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Reduced | 9,272 | 1,313 | 0.0% | 0.0% | 97 | -1,571 | -14.49% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 10,841 | 1,296 | 0.0% | 0.0% | 98 | +1,144 | 11.8% | Q1 2026 | May 01, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 10,764 | 1,286 | 0.98% | 0.94% | 99 | -5 | -0.05% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 10,753 | 1,285 | 0.0% | 0.0% | 100 | +1,962 | 22.32% | Q1 2026 | May 12, 2026 |
| Csenge Advisory Group | History | Added to | 10,494 | 1,254 | 0.06% | 0.05% | 102 | +694 | 7.08% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,493 | 1,254 | 0.0% | 0.0% | 101 | -345 | -3.18% | Q1 2026 | Apr 22, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 10,441 | 1,247 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Reduced | 10,375 | 1,239 | 0.0% | 0.0% | 104 | -206 | -1.95% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 9,933 | 1,187 | 0.01% | 0.01% | 105 | -623 | -5.9% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 9,725 | 1,166 | 0.02% | — | 106 | +9,725 | New | Q1 2026 | May 01, 2026 |
| Savant Capital, LLC | History | Reduced | 9,230 | 1,103 | 0.01% | 0.01% | 107 | -2,406 | -20.68% | Q1 2026 | May 04, 2026 |
| WBH ADVISORY INC | History | Added to | 9,160 | 1,094 | 0.08% | 0.08% | 108 | +35 | 0.38% | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 9,078 | 1,084 | 0.03% | 0.03% | 109 | -341 | -3.62% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 8,824 | 1,054 | 0.01% | 0.01% | 110 | -800 | -8.31% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 8,689 | 1,038 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 8,661 | 1,035 | 0.0% | — | 112 | +8,661 | New | Q1 2026 | May 14, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 8,327 | 995 | 0.28% | 0.28% | 113 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Connecticut Wealth Management, LLC | History | New | 8,152 | 974 | 0.04% | — | 114 | +8,152 | New | Q1 2026 | Apr 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 7,868 | 940 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 21,723 | 935 | 0.04% | 0.01% | 116 | -7,366 | -25.32% | Q1 2026 | May 15, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 7,774 | 929 | 0.16% | 0.15% | 117 | -103 | -1.31% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 7,644 | 913 | 0.01% | 0.01% | 118 | +1,263 | 19.79% | Q1 2026 | May 15, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 7,478 | 893 | 0.79% | 1.11% | 119 | -6,083 | -44.86% | Q1 2026 | May 04, 2026 |
| PFG Advisors | History | Reduced | 7,290 | 871 | 0.04% | 0.1% | 120 | -10,286 | -58.52% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 6,994 | 835 | 0.01% | 0.01% | 121 | -506 | -6.75% | Q1 2026 | Apr 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 6,984 | 834 | 0.01% | 0.01% | 122 | +906 | 14.91% | Q1 2026 | May 08, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 6,962 | 831 | 0.36% | 0.35% | 123 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Well Done, LLC | History | Added to | 6,921 | 827 | 0.12% | 0.11% | 124 | +523 | 8.17% | Q1 2026 | Apr 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 6,913 | 826 | 0.0% | 0.0% | 125 | -125 | -1.78% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 6,865 | 820 | 0.02% | 0.02% | 126 | -7 | -0.1% | Q1 2026 | May 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 6,779 | 810 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| West Family Investments, Inc. | History | No change | 5,169 | 804 | 0.28% | 0.19% | 128 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Reduced | 6,417 | 766 | 0.0% | 0.0% | 129 | -624 | -8.86% | Q1 2026 | May 15, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 6,370 | 761 | 0.15% | 0.06% | 130 | +3,400 | 114.48% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Reduced | 6,359 | 759 | 0.0% | 0.0% | 131 | -31 | -0.49% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,294 | 752 | 0.01% | 0.0% | 132 | +6,200 | 6595.74% | Q1 2026 | Apr 07, 2026 |
| COMERICA BANK | History | No change | 6,202 | 736 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 6,028 | 720 | 0.01% | 0.01% | 134 | +395 | 7.01% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 5,870 | 701 | 0.0% | 0.0% | 135 | +150 | 2.62% | Q1 2026 | May 12, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 5,816 | 695 | 0.01% | 0.01% | 136 | -286 | -4.69% | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 5,793 | 692 | 0.01% | 0.01% | 137 | -58 | -0.99% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,783 | 691 | 0.0% | — | 138 | +5,783 | New | Q1 2026 | May 01, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 5,714 | 682 | 0.13% | 0.13% | 139 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 5,665 | 677 | 0.05% | 0.05% | 140 | -221 | -3.75% | Q1 2026 | Apr 20, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 5,641 | 674 | 0.04% | 0.04% | 141 | -342 | -5.72% | Q1 2026 | May 14, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Reduced | 5,512 | 658 | 0.24% | 0.26% | 142 | -162 | -2.86% | Q1 2026 | Apr 28, 2026 |
| Integrity Wealth Partners, LLC | History | New | 5,501 | 657 | 0.59% | — | 143 | +5,501 | New | Q1 2026 | Apr 27, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 5,462 | 652 | 0.01% | 0.01% | 144 | -513 | -8.59% | Q1 2026 | May 12, 2026 |
| United Advisor Group, LLC | History | Added to | 5,311 | 634 | 0.08% | 0.08% | 145 | +110 | 2.11% | Q1 2026 | Apr 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 5,289 | 631 | 0.0% | 0.0% | 146 | +2,882 | 119.73% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Reduced | 5,243 | 626 | 0.01% | 0.01% | 147 | -275 | -4.98% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 5,170 | 617 | 0.0% | 0.0% | 148 | +2,333 | 82.23% | Q1 2026 | Apr 30, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 5,160 | 616 | 0.1% | 0.1% | 149 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LifeGoal Investments, LLC | History | No change | 5,160 | 616 | 0.35% | 0.41% | 150 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,138 | 614 | 0.0% | 0.0% | 151 | -1,190 | -18.81% | Q1 2026 | May 04, 2026 |
| Tempo Wealth, LLC | History | Reduced | 5,136 | 613 | 0.11% | 0.11% | 152 | -40 | -0.77% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 5,057 | 604 | 0.01% | 0.01% | 153 | +12 | 0.24% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 5,026 | 600 | 0.0% | 0.0% | 154 | -209 | -3.99% | Q1 2026 | May 14, 2026 |
| CKW FINANCIAL GROUP | History | Added to | 4,868 | 582 | 0.06% | 0.06% | 155 | +101 | 2.12% | Q1 2026 | May 06, 2026 |
| Bulwark Capital Corp | History | New | 4,858 | 580 | 0.36% | — | 156 | +4,858 | New | Q1 2026 | Apr 07, 2026 |
| Aspetuck Financial Management LLC | History | No change | 4,670 | 558 | 0.38% | 0.37% | 157 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 4,616 | 551 | 0.14% | 0.44% | 158 | +534 | 13.08% | Q1 2026 | May 12, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 4,602 | 550 | 0.04% | 0.03% | 159 | +1,453 | 46.14% | Q1 2026 | May 07, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 4,601 | 549 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,584 | 547 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,493 | 536 | 0.0% | 0.0% | 162 | -1 | -0.02% | Q1 2026 | May 08, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 4,491 | 536 | 0.12% | 0.12% | 163 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 4,415 | 530 | 0.01% | 0.01% | 164 | -25 | -0.56% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 4,394 | 525 | 0.0% | 0.0% | 165 | -106 | -2.36% | Q1 2026 | Apr 24, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 4,288 | 512 | 0.1% | 0.11% | 166 | +68 | 1.61% | Q1 2026 | May 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 4,289 | 509 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,212 | 503 | 0.01% | 0.03% | 168 | -6,378 | -60.23% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | No change | 4,021 | 480 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PDS Planning, Inc | History | No change | 4,012 | 479 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,743 | 447 | 0.0% | 0.0% | 171 | +108 | 2.97% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,648 | 435 | 0.0% | 0.0% | 172 | -226 | -5.83% | Q1 2026 | May 14, 2026 |
| Sensible Money, LLC | History | No change | 3,647 | 435 | 0.13% | 0.14% | 173 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Stewardship Advisors, LLC | History | Added to | 3,631 | 433 | 0.1% | 0.09% | 175 | +203 | 5.92% | Q1 2026 | Apr 17, 2026 |
| Asset Dedication, LLC | History | No change | 3,647 | 433 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 3,575 | 427 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rathbones Group PLC | History | Added to | 3,528 | 421 | 0.0% | 0.0% | 177 | +351 | 11.05% | Q1 2026 | May 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 3,474 | 415 | 0.01% | 0.01% | 178 | +31 | 0.9% | Q1 2026 | Apr 27, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 3,342 | 404 | 0.21% | 0.26% | 179 | +7 | 0.21% | Q1 2026 | May 18, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 3,357 | 401 | 0.03% | 0.03% | 180 | -113 | -3.26% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 3,341 | 399 | 0.02% | 0.01% | 181 | +959 | 40.26% | Q1 2026 | Apr 21, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,333 | 398 | 0.0% | 0.0% | 182 | -51 | -1.51% | Q1 2026 | May 13, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 3,228 | 385 | 0.11% | 0.12% | 184 | -155 | -4.58% | Q1 2026 | Apr 22, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 3,228 | 385 | 0.24% | 0.24% | 183 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Stanich Group LLC | History | Added to | 3,196 | 381 | 0.29% | 0.29% | 185 | +1 | 0.03% | Q1 2026 | Apr 15, 2026 |
| EASTERN BANK | History | No change | 3,172 | 379 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| GTS SECURITIES LLC | History | Reduced | 3,156 | 377 | 0.01% | 0.02% | 187 | -760 | -19.41% | Q1 2026 | May 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 3,030 | 362 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 3,025 | 361 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Western Wealth Management, LLC | History | No change | 3,017 | 360 | 0.01% | 0.02% | 190 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| COFG Advisors, LLC | History | No change | 3,016 | 360 | 0.09% | 0.09% | 191 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vestment Financial LLC | History | Added to | 2,826 | 344 | 0.16% | 0.14% | 192 | +587 | 26.22% | Q1 2026 | May 01, 2026 |
| Keystone Financial Group | History | No change | 2,842 | 339 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 2,827 | 337 | 0.01% | 0.01% | 195 | -556 | -16.44% | Q1 2026 | Apr 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,838 | 337 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hilltop Partners LLC | History | Reduced | 2,816 | 336 | 0.09% | 0.09% | 196 | -50 | -1.74% | Q1 2026 | May 12, 2026 |
| WPG Advisers, LLC | History | Reduced | 2,796 | 334 | 0.25% | 0.25% | 197 | -58 | -2.03% | Q1 2026 | Apr 29, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 2,743 | 327 | 0.01% | 0.01% | 198 | +250 | 10.03% | Q1 2026 | Apr 22, 2026 |
| Parisi Gray Wealth Management | History | No change | 2,711 | 323 | 0.08% | 0.07% | 199 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 2,689 | 321 | 0.31% | 0.33% | 200 | -75 | -2.71% | Q1 2026 | May 05, 2026 |
| CVFG LLC | History | Reduced | 2,670 | 319 | 0.04% | 0.22% | 201 | -15 | -0.56% | Q1 2026 | Apr 29, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 2,569 | 307 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Empowered Funds, LLC | History | New | 2,532 | 302 | 0.0% | — | 203 | +2,532 | New | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 2,515 | 300 | 0.0% | 0.0% | 204 | -155 | -5.81% | Q1 2026 | May 13, 2026 |
| First American Bank | History | No change | 2,500 | 298 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 2,380 | 284 | 0.03% | 0.03% | 206 | +317 | 15.37% | Q1 2026 | May 12, 2026 |
| WP Advisors, LLC | History | No change | 2,384 | 284 | 0.07% | 0.07% | 207 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,358 | 281 | 0.0% | 0.0% | 208 | -9 | -0.38% | Q1 2026 | May 08, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 2,340 | 279 | 0.02% | 0.02% | 209 | -9 | -0.38% | Q1 2026 | Apr 08, 2026 |
| BSW Wealth Partners | History | No change | 2,302 | 275 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NorthRock Partners, LLC | History | Reduced | 2,294 | 274 | 0.0% | 0.0% | 212 | -2 | -0.09% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | No change | 2,300 | 274 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 2,272 | 271 | 0.18% | 0.18% | 213 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 2,253 | 269 | 0.0% | 0.0% | 214 | +106 | 4.94% | Q1 2026 | May 15, 2026 |
| MGB Wealth Management, LLC | History | No change | 2,267 | 269 | 0.08% | 0.08% | 215 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aureum Wealth Management, LLC | History | No change | 2,250 | 268 | 0.19% | 0.25% | 216 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pure Financial Advisors, LLC | History | No change | 2,238 | 267 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Lynx Investment Advisory | History | Added to | 2,205 | 263 | 0.13% | 0.14% | 218 | +35 | 1.61% | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | No change | 2,186 | 261 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CGN Advisors LLC | History | No change | 2,186 | 261 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 2,145 | 256 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 2,136 | 255 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 2,116 | 252 | 0.22% | 0.22% | 223 | -19 | -0.89% | Q1 2026 | Apr 13, 2026 |
| SFMG, LLC | History | No change | 2,099 | 250 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,100 | 250 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Operose Advisors LLC | History | Reduced | 2,062 | 246 | 0.06% | 0.06% | 226 | -93 | -4.32% | Q1 2026 | May 12, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 2,030 | 242 | 0.05% | 0.06% | 227 | -40 | -1.93% | Q1 2026 | Apr 14, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 2,018 | 241 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Independent Wealth Network Inc. | History | Added to | 2,011 | 240 | 0.07% | 0.07% | 229 | +161 | 8.7% | Q1 2026 | Apr 20, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 1,985 | 237 | 0.01% | 0.02% | 230 | -444 | -18.28% | Q1 2026 | Apr 29, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 1,978 | 236 | 0.17% | 0.46% | 232 | -3,180 | -61.65% | Q1 2026 | Apr 29, 2026 |
| Veery Capital, LLC | History | No change | 1,983 | 236 | 0.07% | 0.07% | 231 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 1,964 | 235 | 0.03% | 0.03% | 233 | -207 | -9.53% | Q1 2026 | Apr 22, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 1,955 | 233 | 0.03% | 0.05% | 234 | -666 | -25.41% | Q1 2026 | May 13, 2026 |
| Lee Financial Co | History | No change | 1,934 | 231 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Soltis Investment Advisors LLC | History | No change | 1,925 | 230 | 0.01% | 0.02% | 236 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Reduced | 1,910 | 228 | 0.01% | 0.01% | 237 | -510 | -21.07% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,884 | 225 | 0.0% | — | 238 | +1,878 | 31300.0% | Q1 2026 | May 13, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 1,887 | 225 | 0.07% | 0.08% | 239 | -94 | -4.75% | Q1 2026 | Apr 21, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,860 | 222 | 0.05% | 0.05% | 240 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 1,856 | 218 | 0.25% | 0.37% | 243 | -1,370 | -42.47% | Q1 2026 | May 15, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 1,812 | 218 | 0.08% | 0.09% | 241 | +7 | 0.39% | Q1 2026 | May 08, 2026 |
| Symmetry Partners, LLC | History | No change | 1,830 | 218 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Daner Wealth Management, LLC | History | No change | 1,795 | 216 | 0.13% | 0.14% | 244 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ferguson Shapiro LLC | History | New | 1,802 | 215 | 0.07% | — | 245 | +1,802 | New | Q1 2026 | Apr 23, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 1,796 | 214 | 0.02% | 0.02% | 246 | -59 | -3.18% | Q1 2026 | Apr 27, 2026 |
| Koenig Investment Advisory, LLC | History | No change | 1,796 | 214 | 0.18% | 0.18% | 247 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Apeiron RIA LLC | History | Added to | 1,786 | 213 | 0.05% | 0.04% | 249 | +18 | 1.02% | Q1 2026 | Apr 27, 2026 |
| VANGUARD GROUP INC | History | No change | 1,795 | 213 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 1,773 | 211 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JMG Financial Group, Ltd. | History | No change | 1,738 | 207 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 1,739 | 207 | 0.06% | 0.05% | 252 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard National Trust Co | History | New | 1,726 | 206 | 0.01% | — | 254 | +1,726 | New | Q1 2026 | May 08, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 1,728 | 206 | 0.03% | 0.03% | 253 | -161 | -8.52% | Q1 2026 | May 14, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 1,708 | 204 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,372 | 163 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Pacific Center for Financial Services | History | Added to | 1,276 | 152 | 0.04% | 0.04% | 257 | +14 | 1.11% | Q1 2026 | May 12, 2026 |
| Motiv8 Investments LLC | History | No change | 1,190 | 141 | 0.08% | 0.08% | 258 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | Reduced | 1,121 | 133 | 0.0% | 0.0% | 259 | -302 | -21.22% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | New | 1,107 | 132 | 0.03% | — | 260 | +1,107 | New | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | Added to | 1,098 | 131 | 0.03% | 0.03% | 261 | +82 | 8.07% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,011 | 120 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Colonial Trust Advisors | History | No change | 1,000 | 119 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 980 | 115 | 0.0% | 0.01% | 264 | -186 | -15.95% | Q1 2026 | May 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 905 | 108 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ASSETMARK, INC | History | Added to | 886 | 105 | 0.0% | 0.0% | 266 | +133 | 17.66% | Q1 2026 | May 06, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 854 | 102 | 0.05% | 0.07% | 267 | -215 | -20.11% | Q1 2026 | Apr 08, 2026 |
| Spire Wealth Management | History | No change | 787 | 94 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 760 | 90 | 0.07% | — | 269 | +760 | New | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 745 | 89 | 0.0% | — | 270 | +745 | New | Q1 2026 | Apr 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 688 | 82 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 681 | 80 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tidemark, LLC | History | No change | 656 | 78 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | No change | 627 | 74 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | No change | 564 | 67 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Capital Analysts, LLC | History | New | 555 | 66 | 0.0% | — | 276 | +555 | New | Q1 2026 | May 14, 2026 |
| HOWE & RUSLING INC | History | New | 512 | 61 | 0.0% | — | 277 | +512 | New | Q1 2026 | Apr 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 468 | 55 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sachetta, LLC | History | No change | 411 | 49 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 393 | 46 | 0.01% | — | 281 | +393 | New | Q1 2026 | Apr 16, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 388 | 46 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 315 | 37 | 0.01% | 0.01% | 282 | +2 | 0.64% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 304 | 36 | 0.0% | 0.01% | 284 | +1 | 0.33% | Q1 2026 | May 06, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 308 | 36 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 294 | 35 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 293 | 34 | 0.02% | — | 286 | +293 | New | Q1 2026 | Apr 21, 2026 |
| CENTRAL TRUST Co | History | No change | 269 | 32 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 246 | 29 | 0.0% | 0.0% | 288 | -73 | -22.88% | Q1 2026 | Apr 13, 2026 |
| Basepoint Wealth LLC | History | Added to | 195 | 23 | 0.01% | 0.01% | 289 | +1 | 0.52% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 171 | 20 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 162 | 19 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 161 | 19 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 155 | 18 | 0.0% | 0.0% | 293 | -155 | -50.0% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | No change | 154 | 18 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 145 | 17 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 103 | 12 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SIGNATUREFD, LLC | History | No change | 102 | 12 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Investors Research Corp | History | Reduced | 99 | 11 | 0.0% | 0.0% | 299 | -110 | -52.63% | Q1 2026 | Apr 03, 2026 |
| Ascentis Independent Advisors | History | New | 93 | 11 | 0.0% | — | 300 | +93 | New | Q1 2026 | Apr 28, 2026 |
| Crewe Advisors LLC | History | No change | 100 | 11 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 07, 2026 |