iSHARES TRUST - ARTY
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.
Showing first 300 of
357 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 2,300,047 | 107,021 | 0.01% | 0.01% | 1 | -310,383 | -11.89% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,391,405 | 64,742 | 0.04% | 0.06% | 2 | -702,854 | -33.56% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,378,580 | 64,145 | 0.0% | 0.0% | 3 | +33,575 | 2.5% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,272,742 | 59,220 | 0.02% | 0.01% | 4 | +160,045 | 14.38% | Q1 2026 | May 06, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 1,055,190 | 49,097 | 1.47% | 1.56% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wharton Business Group, LLC | History | Added to | 954,917 | 44,432 | 1.68% | 1.75% | 6 | +235 | 0.02% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 933,146 | 43,067 | 0.01% | 0.01% | 7 | -86,664 | -8.5% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 481,076 | 22,057 | 0.01% | 0.01% | 8 | +142,411 | 42.05% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 388,269 | 18,066 | 0.03% | 0.02% | 9 | +83,970 | 27.59% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 381,972 | 17,773 | 0.01% | 0.01% | 10 | +45,148 | 13.4% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 339,466 | 15,795 | 0.0% | 0.0% | 11 | +335,166 | 7794.56% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 331,134 | 15,407 | 0.0% | 0.0% | 12 | -6,907 | -2.04% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 250,150 | 11,639 | 0.02% | 0.02% | 13 | +53,277 | 27.06% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 229,242 | 10,666 | 0.01% | 0.01% | 14 | -25,866 | -10.14% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 227,912 | 10,604 | 0.12% | 0.12% | 15 | +3,146 | 1.4% | Q1 2026 | Apr 28, 2026 |
| Stonebrook Private Inc. | History | Added to | 201,423 | 9,372 | 2.0% | 0.33% | 16 | +168,896 | 519.25% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 198,243 | 9,225 | 0.0% | 0.0% | 17 | +21,583 | 12.22% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 185,507 | 8,631 | 0.0% | 0.0% | 18 | +181,207 | 4214.12% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 181,200 | 8,431 | 0.01% | 0.03% | 19 | -181,380 | -50.02% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 157,217 | 7,315 | 0.01% | 0.01% | 20 | +12,626 | 8.73% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 156,171 | 7,266 | 0.01% | 0.01% | 21 | +3,953 | 2.6% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 152,683 | 7,104 | 0.0% | 0.0% | 22 | +152,552 | 116451.91% | Q1 2026 | May 13, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 131,168 | 6,103 | 2.52% | 2.54% | 23 | +3,202 | 2.5% | Q1 2026 | Apr 08, 2026 |
| NorthRock Partners, LLC | History | Reduced | 128,549 | 5,981 | 0.1% | 0.11% | 24 | -1,561 | -1.2% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 117,317 | 5,458 | 0.0% | 0.0% | 25 | +110,712 | 1676.18% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Added to | 115,340 | 5,367 | 0.16% | 0.03% | 26 | +93,846 | 436.61% | Q1 2026 | Apr 06, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Added to | 110,731 | 5,152 | 1.93% | 1.79% | 27 | +8,066 | 7.86% | Q1 2026 | May 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 109,366 | 5,088 | 0.0% | 0.0% | 28 | +64,177 | 142.02% | Q1 2026 | May 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 105,306 | 4,899 | 0.1% | 0.1% | 29 | -614 | -0.58% | Q1 2026 | Apr 14, 2026 |
| BostonPremier Wealth LLC | History | Added to | 96,120 | 4,472 | 2.31% | 2.27% | 30 | +4,122 | 4.48% | Q1 2026 | Apr 10, 2026 |
| Creative Planning | History | Added to | 95,088 | 4,424 | 0.0% | 0.0% | 31 | +6,602 | 7.46% | Q1 2026 | May 12, 2026 |
| LRI Investments, LLC | History | Added to | 94,437 | 4,394 | 0.39% | 0.35% | 32 | +4,843 | 5.41% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 94,027 | 4,375 | 0.02% | 0.01% | 33 | +31,482 | 50.33% | Q1 2026 | Apr 30, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 88,481 | 4,117 | 1.36% | 1.5% | 34 | +8,559 | 10.71% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 84,863 | 3,948 | 0.01% | 0.01% | 35 | -2,139 | -2.46% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 84,403 | 3,927 | 0.01% | 0.01% | 36 | +38,119 | 82.36% | Q1 2026 | May 04, 2026 |
| 5th Street Advisors, LLC | History | Reduced | 78,515 | 3,653 | 1.57% | 1.79% | 37 | -1,115 | -1.4% | Q1 2026 | May 04, 2026 |
| Invera Wealth Advisors, LLC | History | New | 70,702 | 3,289 | 2.11% | — | 38 | +70,702 | New | Q1 2026 | Apr 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 62,141 | 2,891 | 0.06% | 0.09% | 39 | -17,124 | -21.6% | Q1 2026 | May 15, 2026 |
| Wealth Management Partners, LLC | History | Added to | 61,658 | 2,868 | 0.82% | 0.71% | 40 | +9,772 | 18.83% | Q1 2026 | Apr 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 59,476 | 2,767 | 0.0% | 0.0% | 41 | +1,662 | 2.87% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 58,480 | 2,721 | 0.0% | 0.0% | 42 | +6,805 | 13.17% | Q1 2026 | May 11, 2026 |
| Intrua Financial, LLC | History | Added to | 56,403 | 2,624 | 0.27% | 0.23% | 43 | +11,315 | 25.1% | Q1 2026 | Apr 23, 2026 |
| Fortis Advisors, LLC | History | New | 51,354 | 2,389 | 1.2% | — | 44 | +51,354 | New | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 48,713 | 2,266 | 0.04% | 0.05% | 45 | -1,140 | -2.29% | Q1 2026 | May 11, 2026 |
| Quadrature Capital Ltd | History | Added to | 48,421 | 2,253 | 0.03% | 0.01% | 46 | +30,984 | 177.69% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 48,137 | 2,239 | 0.0% | 0.0% | 47 | +12,657 | 35.67% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 46,846 | 2,179 | 0.03% | 0.1% | 48 | -96,754 | -67.38% | Q1 2026 | May 12, 2026 |
| Moran Wealth Management, LLC | History | Added to | 45,767 | 2,129 | 0.07% | 0.06% | 49 | +8,441 | 22.61% | Q1 2026 | Apr 27, 2026 |
| Avestar Capital, LLC | History | No change | 45,600 | 2,121 | 0.14% | 0.14% | 50 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 44,496 | 2,070 | 0.0% | 0.0% | 51 | +3,357 | 8.16% | Q1 2026 | May 14, 2026 |
| Opus Capital Group, LLC | History | Added to | 43,028 | 2,002 | 0.22% | 0.2% | 52 | +5,000 | 13.15% | Q1 2026 | Apr 30, 2026 |
| Ardent Capital Management, Inc. | History | Reduced | 40,925 | 1,904 | 0.81% | 0.8% | 53 | -1,137 | -2.7% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 40,653 | 1,891 | 0.01% | 0.01% | 54 | +3,399 | 9.12% | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Added to | 40,058 | 1,863 | 0.04% | 0.03% | 55 | +13,748 | 52.25% | Q1 2026 | Apr 13, 2026 |
| CWM, LLC | History | Reduced | 39,014 | 1,815 | 0.0% | 0.01% | 56 | -17,500 | -30.97% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 36,600 | 1,702 | 0.0% | 0.0% | 57 | +18,300 | 100.0% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | Added to | 35,724 | 1,662 | 0.0% | 0.0% | 58 | +6,617 | 22.73% | Q1 2026 | May 15, 2026 |
| One Wealth Map LLC | History | Reduced | 26,400 | 1,658 | 0.78% | 0.74% | 59 | -1,480 | -5.31% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 35,539 | 1,653 | 0.01% | 0.0% | 60 | +17,688 | 99.09% | Q1 2026 | May 08, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Added to | 34,829 | 1,620 | 1.3% | 1.29% | 61 | +1,000 | 2.96% | Q1 2026 | Apr 16, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 34,547 | 1,607 | 1.06% | 1.05% | 62 | +2,040 | 6.28% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 33,098 | 1,540 | 0.02% | 0.01% | 63 | +1,701 | 5.42% | Q1 2026 | May 08, 2026 |
| Gemmer Asset Management LLC | History | Added to | 32,637 | 1,518 | 0.12% | 0.1% | 64 | +6,077 | 22.88% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 32,232 | 1,499 | 0.02% | 0.03% | 65 | +337 | 1.06% | Q1 2026 | May 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 31,196 | 1,452 | 0.0% | 0.0% | 66 | +572 | 1.87% | Q1 2026 | Apr 30, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 31,008 | 1,442 | 0.16% | 0.17% | 67 | -1,532 | -4.71% | Q1 2026 | Apr 24, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 30,735 | 1,430 | 0.08% | 0.1% | 68 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Continuum Advisory, LLC | History | Reduced | 30,553 | 1,421 | 0.14% | 0.15% | 69 | -355 | -1.15% | Q1 2026 | Apr 22, 2026 |
| Hudock, Inc. | History | Added to | 30,280 | 1,408 | 0.21% | 0.2% | 70 | +2,784 | 10.13% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 29,707 | 1,382 | 0.0% | — | 71 | +29,707 | New | Q1 2026 | May 13, 2026 |
| GWN SECURITIES INC. | History | Reduced | 27,904 | 1,298 | 0.25% | 0.27% | 72 | -44 | -0.16% | Q1 2026 | May 14, 2026 |
| VVR Holdings LLC | History | Added to | 27,071 | 1,259 | 0.65% | 0.54% | 73 | +5,482 | 25.39% | Q1 2026 | Apr 16, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 25,865 | 1,203 | 0.2% | 0.18% | 74 | +3,374 | 15.0% | Q1 2026 | Apr 21, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 25,185 | 1,171 | 0.4% | 0.39% | 75 | +2,076 | 8.98% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 24,341 | 1,132 | 0.01% | — | 76 | +24,341 | New | Q1 2026 | Apr 20, 2026 |
| World Investment Advisors | History | Added to | 23,745 | 1,104 | 0.02% | 0.02% | 77 | +871 | 3.81% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 23,254 | 1,082 | 0.01% | 0.01% | 78 | +2,737 | 13.34% | Q1 2026 | May 05, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 22,778 | 1,059 | 0.42% | 0.43% | 79 | -632 | -2.7% | Q1 2026 | Apr 22, 2026 |
| Summit Financial, LLC | History | Added to | 22,237 | 1,034 | 0.01% | 0.02% | 80 | +489 | 2.25% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 21,341 | 993 | 0.03% | 0.02% | 81 | +9,129 | 74.75% | Q1 2026 | May 12, 2026 |
| Antonelli Financial Advisors, LLC | History | New | 21,281 | 990 | 0.68% | — | 82 | +21,281 | New | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 19,869 | 948 | 0.0% | 0.0% | 83 | -11,348 | -36.35% | Q1 2026 | Apr 08, 2026 |
| Cladis Investment Advisory, LLC | History | No change | 19,795 | 921 | 0.51% | 0.52% | 84 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 18,078 | 841 | 0.0% | 0.0% | 85 | -14,543 | -44.58% | Q1 2026 | Apr 22, 2026 |
| IHT Wealth Management, LLC | History | Added to | 17,959 | 835 | 0.02% | 0.02% | 86 | +1,597 | 9.76% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 17,000 | 791 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 16,728 | 778 | 0.01% | 0.04% | 88 | -59,951 | -78.18% | Q1 2026 | Apr 16, 2026 |
| Platform Technology Partners | History | Added to | 16,727 | 778 | 0.15% | 0.13% | 89 | +4,151 | 33.01% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | New | 16,555 | 770 | 0.01% | — | 90 | +16,555 | New | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 16,484 | 767 | 0.0% | 0.0% | 91 | +1,645 | 11.09% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,394 | 716 | 0.01% | 0.01% | 92 | +925 | 6.39% | Q1 2026 | Apr 20, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 15,288 | 711 | 0.03% | 0.01% | 93 | +8,815 | 136.18% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 15,020 | 698 | 0.01% | 0.0% | 94 | +7,157 | 91.02% | Q1 2026 | May 15, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 14,963 | 696 | 0.28% | 0.26% | 95 | +1,488 | 11.04% | Q1 2026 | Apr 24, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 14,829 | 689 | 0.0% | 0.0% | 96 | -1,148 | -7.19% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 14,739 | 685 | 0.0% | 0.0% | 97 | -12 | -0.08% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 14,716 | 684 | 0.0% | 0.0% | 98 | +1,597 | 12.17% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 14,620 | 680 | 0.02% | 0.01% | 99 | +3,381 | 30.08% | Q1 2026 | Apr 07, 2026 |
| Global View Capital Management LLC | History | Added to | 13,438 | 625 | 0.17% | 0.07% | 100 | +5,556 | 70.49% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 13,185 | 613 | 0.0% | 0.0% | 101 | -3,024 | -18.66% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | No change | 13,093 | 609 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Community Bank, N.A. | History | No change | 13,000 | 604 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 12,928 | 601 | 0.04% | 0.04% | 104 | +402 | 3.21% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 12,867 | 598 | 0.0% | 0.0% | 105 | -726 | -5.34% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 12,550 | 583 | 0.2% | 0.22% | 106 | +79 | 0.63% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,010 | 558 | 0.0% | 0.0% | 107 | -48,063 | -80.01% | Q1 2026 | May 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 11,438 | 532 | 0.07% | 0.08% | 108 | -71 | -0.62% | Q1 2026 | Apr 13, 2026 |
| PFG Advisors | History | Reduced | 11,216 | 521 | 0.03% | 0.03% | 109 | -915 | -7.54% | Q1 2026 | May 05, 2026 |
| ADVOCATE GROUP LLC | History | No change | 11,054 | 514 | 0.08% | 0.09% | 110 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 10,941 | 509 | 0.0% | 0.01% | 111 | -19,882 | -64.5% | Q1 2026 | May 13, 2026 |
| HERBST GROUP, LLC | History | Reduced | 10,625 | 494 | 0.31% | 0.41% | 112 | -3,939 | -27.05% | Q1 2026 | Apr 09, 2026 |
| HB Wealth Management, LLC | History | Added to | 10,525 | 489 | 0.0% | 0.0% | 113 | +1,249 | 13.46% | Q1 2026 | Apr 27, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 10,497 | 488 | 0.08% | 0.1% | 114 | -1,205 | -10.3% | Q1 2026 | May 12, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 10,271 | 477 | 0.04% | 0.05% | 115 | -1,000 | -8.87% | Q1 2026 | Apr 13, 2026 |
| Family Office Research LLC | History | Added to | 10,194 | 474 | 0.21% | 0.2% | 116 | +1 | 0.01% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,911 | 471 | 0.0% | 0.0% | 117 | +543 | 5.8% | Q1 2026 | Apr 07, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 10,000 | 465 | 0.02% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 9,725 | 452 | 0.0% | 0.0% | 119 | +2,206 | 29.34% | Q1 2026 | May 07, 2026 |
| Columbus Macro, LLC | History | Added to | 9,500 | 442 | 0.05% | 0.04% | 120 | +1,161 | 13.92% | Q1 2026 | Apr 21, 2026 |
| Old Peak Finance LLC | History | No change | 9,488 | 441 | 0.26% | 0.28% | 121 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,144 | 440 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 9,150 | 439 | 0.0% | 0.0% | 123 | +964 | 11.78% | Q1 2026 | May 15, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | New | 9,428 | 438 | 0.12% | — | 124 | +9,428 | New | Q1 2026 | Apr 09, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 9,256 | 430 | 0.17% | 1.64% | 125 | -75,487 | -89.08% | Q1 2026 | Apr 13, 2026 |
| Matisse Capital | History | Reduced | 8,778 | 408 | 0.17% | 0.19% | 126 | -241 | -2.67% | Q1 2026 | May 08, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 8,540 | 397 | 0.07% | 0.05% | 127 | +1,894 | 28.5% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,459 | 393 | 0.0% | 0.0% | 128 | +7,028 | 491.13% | Q1 2026 | May 01, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 8,417 | 391 | 0.01% | 0.01% | 129 | +1,529 | 22.2% | Q1 2026 | May 13, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 8,319 | 387 | 0.08% | 0.08% | 130 | +53 | 0.64% | Q1 2026 | May 13, 2026 |
| Berbice Capital Management LLC | History | Added to | 8,254 | 384 | 0.25% | 0.21% | 131 | +1,100 | 15.38% | Q1 2026 | May 06, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 8,111 | 377 | 0.09% | — | 133 | +8,111 | New | Q1 2026 | Apr 17, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 8,104 | 377 | 0.15% | 0.17% | 132 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 6,088 | 373 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Plan A Wealth LLC | History | Reduced | 7,993 | 371 | 0.18% | 0.2% | 135 | -416 | -4.95% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 7,946 | 369 | 0.01% | 0.01% | 136 | +608 | 8.29% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | New | 7,880 | 366 | 0.01% | — | 137 | +7,880 | New | Q1 2026 | Apr 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 7,771 | 361 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 7,722 | 359 | 0.08% | 0.08% | 139 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| COMERICA BANK | History | No change | 7,393 | 356 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,426 | 345 | 0.0% | 0.0% | 141 | +991 | 15.4% | Q1 2026 | Apr 27, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 7,294 | 339 | 0.05% | 0.05% | 142 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 5,685 | 338 | 0.42% | 0.37% | 143 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 7,210 | 335 | 0.35% | 0.37% | 144 | -75 | -1.03% | Q1 2026 | Apr 23, 2026 |
| Western Wealth Management, LLC | History | Added to | 7,145 | 332 | 0.01% | 0.01% | 145 | +2,536 | 55.02% | Q1 2026 | May 19, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 7,100 | 330 | 0.01% | 0.01% | 146 | -40 | -0.56% | Q1 2026 | Apr 10, 2026 |
| Leo Wealth, LLC | History | Added to | 7,036 | 327 | 0.02% | 0.02% | 147 | +316 | 4.7% | Q1 2026 | May 05, 2026 |
| HBK Sorce Advisory LLC | History | New | 4,758 | 325 | 0.01% | — | 149 | +4,758 | New | Q1 2026 | May 11, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 6,998 | 325 | 0.01% | 0.01% | 148 | -1,173 | -14.36% | Q1 2026 | Apr 22, 2026 |
| Center for Financial Planning, Inc. | History | No change | 6,910 | 321 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 6,835 | 318 | 0.0% | 0.0% | 151 | +1,173 | 20.72% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 6,834 | 317 | 0.0% | 0.0% | 152 | +133 | 1.98% | Q1 2026 | May 15, 2026 |
| IAG Wealth Partners, LLC | History | No change | 6,508 | 302 | 0.03% | 0.04% | 153 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 6,481 | 301 | 0.03% | 0.04% | 154 | +77 | 1.2% | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,160 | 286 | 0.0% | — | 155 | +6,160 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,729 | 276 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KINTRA WEALTH, LLC | History | New | 5,915 | 275 | 0.02% | — | 158 | +5,915 | New | Q1 2026 | May 15, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 5,924 | 275 | 0.1% | 0.1% | 157 | -61 | -1.02% | Q1 2026 | May 05, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 5,850 | 272 | 0.1% | 0.1% | 159 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 5,830 | 271 | 0.17% | 0.19% | 160 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 5,696 | 265 | 0.06% | 0.11% | 161 | -4,512 | -44.2% | Q1 2026 | Apr 23, 2026 |
| LexAurum Advisors, LLC | History | New | 5,677 | 264 | 0.03% | — | 162 | +5,677 | New | Q1 2026 | Apr 13, 2026 |
| Pathstone Holdings, LLC | History | New | 5,667 | 263 | 0.0% | — | 163 | +5,667 | New | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,602 | 260 | 0.0% | 0.0% | 164 | +892 | 18.94% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | New | 5,569 | 259 | 0.0% | — | 165 | +5,569 | New | Q1 2026 | May 01, 2026 |
| CreativeOne Wealth, LLC | History | New | 5,535 | 257 | 0.01% | — | 166 | +5,535 | New | Q1 2026 | May 15, 2026 |
| Fort Point Capital Partners LLC | History | No change | 5,518 | 256 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 5,488 | 255 | 0.13% | 0.12% | 168 | +801 | 17.09% | Q1 2026 | Apr 21, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 5,435 | 252 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 5,391 | 250 | 0.01% | 0.01% | 170 | -350 | -6.1% | Q1 2026 | Apr 23, 2026 |
| SUTTON PLACE INVESTORS LLC | History | New | 5,350 | 248 | 0.14% | — | 171 | +5,350 | New | Q1 2026 | Apr 22, 2026 |
| AtlasMark Financial, Inc | History | No change | 5,098 | 245 | 0.16% | 0.16% | 172 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | New | 5,265 | 244 | 0.04% | — | 173 | +5,265 | New | Q1 2026 | May 14, 2026 |
| BCS Wealth Management | History | Reduced | 5,147 | 239 | 0.05% | 0.05% | 174 | -5,147 | -50.0% | Q1 2026 | Apr 17, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 5,016 | 233 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 5,004 | 232 | 0.0% | 0.06% | 176 | -626,405 | -99.21% | Q1 2026 | May 06, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | No change | 5,000 | 232 | 0.12% | 0.14% | 177 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 4,979 | 231 | 0.01% | 0.01% | 178 | -479 | -8.78% | Q1 2026 | May 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 4,965 | 231 | 0.0% | 0.0% | 179 | -35 | -0.7% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 4,925 | 229 | 0.01% | 0.02% | 180 | -4,426 | -47.33% | Q1 2026 | May 12, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 3,723 | 229 | 0.05% | — | 181 | +3,723 | New | Q1 2026 | Apr 28, 2026 |
| WEDBUSH SECURITIES INC | History | New | 4,794 | 223 | 0.01% | — | 183 | +4,794 | New | Q1 2026 | Apr 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 4,806 | 223 | 0.0% | 0.0% | 182 | -4,000 | -45.42% | Q1 2026 | Apr 30, 2026 |
| Apella Capital, LLC | History | New | 3,815 | 223 | 0.0% | — | 184 | +3,815 | New | Q1 2026 | Apr 20, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 4,771 | 221 | 0.01% | 0.01% | 185 | +386 | 8.8% | Q1 2026 | Apr 27, 2026 |
| TSFG, LLC | History | Reduced | 4,642 | 216 | 0.03% | 0.03% | 186 | -6 | -0.13% | Q1 2026 | Apr 27, 2026 |
| Valeo Financial Advisors, LLC | History | New | 4,630 | 215 | 0.01% | — | 187 | +4,630 | New | Q1 2026 | May 08, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 4,569 | 212 | 0.03% | 0.04% | 188 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Advisory Services, LLC | History | No change | 4,506 | 209 | 0.16% | 0.16% | 189 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 4,421 | 206 | 0.01% | 0.01% | 190 | -325 | -6.85% | Q1 2026 | May 18, 2026 |
| Financial Partners Group, Inc | History | No change | 4,428 | 206 | 0.02% | 0.03% | 191 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 4,416 | 205 | 0.12% | 0.13% | 192 | +179 | 4.22% | Q1 2026 | Apr 22, 2026 |
| SHP Wealth Management | History | Reduced | 4,365 | 203 | 0.02% | 0.03% | 193 | -2,370 | -35.19% | Q1 2026 | May 08, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 4,344 | 202 | 0.19% | — | 194 | +4,344 | New | Q1 2026 | Apr 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,024 | 187 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 3,803 | 176 | 0.0% | 0.0% | 197 | +200 | 5.55% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 3,784 | 176 | 0.01% | 0.01% | 196 | -26 | -0.68% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,601 | 167 | 0.0% | 0.0% | 198 | +418 | 13.13% | Q1 2026 | May 13, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 3,326 | 155 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,242 | 150 | 0.0% | 0.0% | 200 | -653 | -16.77% | Q1 2026 | May 08, 2026 |
| Crewe Advisors LLC | History | No change | 3,093 | 143 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | No change | 3,068 | 142 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,911 | 135 | 0.0% | 0.0% | 203 | +841 | 40.63% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 2,821 | 131 | 0.0% | — | 204 | +2,821 | New | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,699 | 125 | 0.0% | 0.0% | 206 | +81 | 3.09% | Q1 2026 | May 07, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 2,700 | 125 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,696 | 125 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 2,671 | 124 | 0.0% | 0.0% | 208 | +84 | 3.25% | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 2,468 | 114 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 2,361 | 111 | 0.0% | 0.05% | 210 | -165,388 | -98.59% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,364 | 109 | 0.0% | 0.0% | 211 | -193 | -7.55% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,281 | 108 | 0.01% | 0.01% | 212 | -225 | -8.98% | Q1 2026 | Apr 27, 2026 |
| Glassman Wealth Services | History | No change | 2,224 | 103 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 2,040 | 94 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Tidemark, LLC | History | Added to | 1,871 | 87 | 0.02% | 0.02% | 216 | +500 | 36.47% | Q1 2026 | May 07, 2026 |
| Lodestone Wealth Management LLC | History | No change | 1,873 | 87 | 0.03% | 0.04% | 215 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Team Financial Group, LLC | History | No change | 1,818 | 84 | 0.04% | 0.04% | 217 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,774 | 82 | 0.0% | 0.0% | 219 | +978 | 122.86% | Q1 2026 | May 11, 2026 |
| Eukles Asset Management | History | No change | 1,765 | 82 | 0.04% | 0.03% | 218 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fortitude Family Office, LLC | History | No change | 1,700 | 79 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,689 | 78 | 0.0% | 0.01% | 221 | -203 | -10.73% | Q1 2026 | Apr 13, 2026 |
| Breakwater Investment Management | History | No change | 1,591 | 74 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | New | 1,454 | 67 | 0.02% | — | 224 | +1,454 | New | Q1 2026 | Apr 22, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,456 | 67 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 1,417 | 65 | 0.02% | 0.02% | 225 | +300 | 26.86% | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,359 | 63 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,000 | 63 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,281 | 59 | 0.0% | 0.0% | 228 | +240 | 23.05% | Q1 2026 | Apr 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,183 | 55 | 0.0% | 0.0% | 229 | +13 | 1.11% | Q1 2026 | Apr 07, 2026 |
| Banque Cantonale Vaudoise | History | No change | 1,100 | 51 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,067 | 49 | 0.0% | 0.0% | 231 | +250 | 30.6% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Reduced | 1,047 | 48 | 0.0% | 0.0% | 232 | -320 | -23.41% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 1,019 | 47 | 0.01% | 0.16% | 235 | -10,005 | -90.76% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 1,019 | 47 | 0.01% | 0.0% | 234 | +916 | 889.32% | Q1 2026 | May 13, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 1,243 | 47 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 1,009 | 46 | 0.01% | 0.01% | 236 | -1 | -0.1% | Q1 2026 | Apr 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 955 | 45 | 0.0% | 0.0% | 237 | -210 | -18.03% | Q1 2026 | May 01, 2026 |
| Strive Financial Group ,LLC | History | No change | 953 | 44 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| My Portfolio Guide, LLC | History | New | 882 | 41 | 0.02% | — | 239 | +882 | New | Q1 2026 | May 05, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 850 | 39 | 0.02% | — | 241 | +850 | New | Q1 2026 | May 12, 2026 |
| Kilter Group LLC | History | No change | 852 | 39 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Caldwell Trust Co | History | No change | 800 | 37 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WFA of San Diego, LLC | History | No change | 750 | 34 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 726 | 34 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 725 | 33 | 0.0% | 0.0% | 246 | +300 | 70.59% | Q1 2026 | Apr 06, 2026 |
| Blue Trust, Inc. | History | Added to | 725 | 33 | 0.0% | 0.0% | 245 | +219 | 43.28% | Q1 2026 | Apr 20, 2026 |
| PFS Partners, LLC | History | No change | 698 | 32 | 0.01% | 0.02% | 247 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Strategic Advocates LLC | History | Reduced | 654 | 30 | 0.13% | 0.52% | 248 | -41,217 | -98.44% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 638 | 29 | 0.01% | 0.01% | 250 | -21 | -3.19% | Q1 2026 | May 20, 2026 |
| HOWE & RUSLING INC | History | No change | 625 | 29 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 589 | 28 | 0.0% | 0.0% | 251 | +32 | 5.75% | Q1 2026 | May 11, 2026 |
| Coston, McIsaac & Partners | History | Added to | 595 | 27 | 0.01% | 0.01% | 253 | +18 | 3.12% | Q1 2026 | Apr 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 600 | 27 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 561 | 26 | 0.0% | 0.0% | 254 | -1,000 | -64.06% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 571 | 26 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 546 | 25 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Nemes Rush Group LLC | History | No change | 533 | 24 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 457 | 21 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 400 | 18 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NBT BANK N A /NY | History | Added to | 387 | 17 | 0.0% | 0.0% | 260 | +339 | 706.25% | Q1 2026 | Apr 28, 2026 |
| Larson Financial Group LLC | History | Reduced | 372 | 17 | 0.0% | 0.0% | 261 | -75 | -16.78% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | No change | 368 | 17 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 332 | 15 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Scarborough Advisors, LLC | History | No change | 322 | 14 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 298 | 13 | 0.0% | 0.01% | 267 | -24 | -7.45% | Q1 2026 | May 11, 2026 |
| CITY HOLDING CO | History | No change | 300 | 13 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ST GERMAIN D J CO INC | History | No change | 290 | 13 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 297 | 13 | 0.0% | 0.01% | 268 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Pacific Center for Financial Services | History | No change | 260 | 12 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 266 | 11 | 0.0% | 0.0% | 270 | -389 | -59.39% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | Added to | 254 | 11 | 0.0% | 0.0% | 271 | +4 | 1.6% | Q1 2026 | Apr 22, 2026 |
| MATHER GROUP, LLC. | History | New | 234 | 10 | 0.0% | — | 273 | +234 | New | Q1 2026 | Apr 13, 2026 |
| Synergy Investment Management, LLC | History | New | 225 | 10 | 0.0% | — | 274 | +225 | New | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 218 | 10 | 0.0% | 0.0% | 272 | +10 | 4.81% | Q1 2026 | May 15, 2026 |
| Silicon Valley Capital Partners | History | New | 202 | 9 | 0.0% | — | 281 | +202 | New | Q1 2026 | May 19, 2026 |
| North Star Investment Management Corp. | History | New | 200 | 9 | 0.0% | — | 280 | +200 | New | Q1 2026 | Apr 23, 2026 |
| Aventura Private Wealth, LLC | History | New | 200 | 9 | 0.0% | — | 282 | +200 | New | Q1 2026 | May 05, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 206 | 9 | 0.01% | 0.0% | 278 | +168 | 442.11% | Q1 2026 | Apr 20, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 210 | 9 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 200 | 9 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sankala Group LLC | History | No change | 200 | 9 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| IMG Wealth Management, Inc. | History | No change | 179 | 8 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 173 | 8 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 163 | 7 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 145 | 7 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TRUST CO OF VERMONT | History | No change | 160 | 7 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Mascoma Wealth Management LLC | History | No change | 162 | 7 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bogart Wealth, LLC | History | No change | 157 | 7 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Wealth Strategies & Associates | History | No change | 156 | 7 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| JDM Financial Group LLC | History | No change | 163 | 7 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 171 | 7 | 0.0% | 0.01% | 292 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 156 | 7 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 140 | 6 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 150 | 6 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Versant Capital Management, Inc | History | No change | 143 | 6 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Dunhill Financial, LLC | History | Reduced | 126 | 5 | 0.0% | 0.0% | 300 | -1 | -0.79% | Q1 2026 | May 06, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 125 | 5 | 0.0% | 0.01% | 297 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | No change | 126 | 5 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 119 | 5 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | May 06, 2026 |