iSHARES TRUST - CMF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 8,496,808 | 483,128 | 0.07% | 0.08% | 1 | +56,779 | 0.67% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 6,199,721 | 352,516 | 0.77% | 0.66% | 2 | +1,089,990 | 21.33% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 1,872,723 | 106,483 | 0.01% | 0.01% | 3 | +82,134 | 4.59% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,836,874 | 104,444 | 0.01% | 0.01% | 4 | -96,775 | -5.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 1,807,029 | 102,747 | 0.01% | 0.01% | 5 | -99,397 | -5.21% | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,581,074 | 89,899 | 1.56% | 1.53% | 6 | +83,217 | 5.56% | Q1 2026 | May 07, 2026 |
| SYON CAPITAL LLC | History | Added to | 1,352,128 | 76,881 | 3.87% | 3.29% | 7 | +204,365 | 17.81% | Q1 2026 | May 13, 2026 |
| BAILARD, INC. | History | Reduced | 1,234,606 | 70,199 | 1.61% | 1.83% | 8 | -204,519 | -14.21% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 1,180,899 | 67,145 | 0.33% | 0.35% | 9 | +9,918 | 0.85% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 1,147,593 | 65,252 | 0.02% | 0.02% | 10 | +158,111 | 15.98% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,021,059 | 58,057 | 0.02% | 0.01% | 11 | +478,469 | 88.18% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 918,584 | 52,224 | 0.06% | 0.06% | 12 | +12,660 | 1.4% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 882,814 | 50,196 | 0.0% | 0.0% | 13 | +645,227 | 271.58% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 681,794 | 38,671 | 0.0% | 0.0% | 14 | +29,330 | 4.5% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 663,621 | 37,733 | 0.15% | — | 15 | +663,621 | New | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 657,464 | 37,383 | 0.01% | 0.01% | 16 | +48,820 | 8.02% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 657,171 | 37,366 | 0.06% | 0.05% | 17 | +107,828 | 19.63% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 531,875 | 30,242 | 0.0% | 0.01% | 18 | -5,004 | -0.93% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 471,638 | 26,817 | 0.0% | 0.0% | 19 | +21,217 | 4.71% | Q1 2026 | May 15, 2026 |
| Opes Wealth Management LLC | History | Added to | 467,978 | 26,609 | 4.37% | 4.11% | 20 | +29,000 | 6.61% | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 411,658 | 23,406 | 0.12% | 0.05% | 21 | +295,864 | 255.51% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 404,359 | 22,996 | 0.03% | 0.02% | 22 | +60,405 | 17.56% | Q1 2026 | May 14, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 397,775 | 22,617 | 4.42% | 4.27% | 23 | +34,481 | 9.49% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 396,010 | 22,517 | 0.17% | 0.12% | 24 | +103,351 | 35.31% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 391,733 | 22,273 | 0.05% | 0.04% | 25 | +18,851 | 5.06% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 366,339 | 21,049 | 0.01% | 0.01% | 26 | +28,162 | 8.33% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 368,508 | 20,953 | 0.02% | 0.02% | 27 | -9,549 | -2.53% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 358,790 | 20,400 | 0.1% | 0.11% | 28 | -2,543 | -0.7% | Q1 2026 | May 08, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 356,732 | 20,283 | 0.82% | 0.8% | 29 | -10,551 | -2.87% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 356,431 | 20,266 | 0.04% | 0.04% | 30 | +5,045 | 1.44% | Q1 2026 | May 14, 2026 |
| West Wealth Group, LLC | History | Added to | 331,806 | 18,866 | 3.73% | 3.26% | 31 | +58,007 | 21.19% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 331,070 | 18,824 | 0.03% | 0.02% | 32 | +79,792 | 31.75% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 312,546 | 17,771 | 0.19% | 0.2% | 33 | +49 | 0.02% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 308,912 | 17,564 | 0.02% | 0.02% | 34 | +2,189 | 0.71% | Q1 2026 | May 13, 2026 |
| LM Advisors LLC | History | New | 959 | 16,872 | 0.27% | — | 35 | +959 | New | Q1 2026 | May 13, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 293,236 | 16,673 | 2.34% | 2.14% | 36 | +23,642 | 8.77% | Q1 2026 | Apr 13, 2026 |
| Orin Green Financial, LLC | History | Reduced | 287,164 | 16,328 | 6.7% | 7.06% | 37 | -19,863 | -6.47% | Q1 2026 | Apr 29, 2026 |
| Slow Capital, Inc. | History | Reduced | 278,292 | 15,823 | 2.05% | 1.93% | 38 | -3,155 | -1.12% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 277,418 | 15,773 | 0.01% | 0.01% | 39 | +57,611 | 26.21% | Q1 2026 | May 12, 2026 |
| MYECFO, LLC | History | Added to | 262,542 | 14,928 | 6.25% | 6.13% | 40 | +11,340 | 4.51% | Q1 2026 | Apr 07, 2026 |
| Rinkey Investments | History | Added to | 258,963 | 14,724 | 3.77% | 2.83% | 41 | +65,282 | 33.71% | Q1 2026 | May 11, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 244,554 | 13,905 | 0.22% | 0.15% | 42 | +85,562 | 53.82% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 243,494 | 13,845 | 0.0% | 0.0% | 43 | -15,599 | -6.02% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 242,057 | 13,763 | 0.03% | 0.03% | 44 | +10,751 | 4.65% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Added to | 212,510 | 12,210 | 0.18% | 0.07% | 45 | +149,807 | 238.92% | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 206,115 | 11,719 | 0.01% | 0.01% | 46 | +64,802 | 45.86% | Q1 2026 | May 07, 2026 |
| Navalign, LLC | History | Added to | 200,894 | 11,422 | 2.88% | 2.64% | 47 | +13,782 | 7.37% | Q1 2026 | Apr 29, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 198,262 | 11,273 | 2.05% | 2.14% | 48 | -14,785 | -6.94% | Q1 2026 | May 11, 2026 |
| Brio Consultants, LLC | History | Reduced | 197,127 | 11,259 | 1.38% | 1.48% | 49 | -1,050 | -0.53% | Q1 2026 | May 06, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 195,635 | 11,123 | 0.16% | 0.17% | 50 | +6,366 | 3.36% | Q1 2026 | Apr 10, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 192,029 | 10,918 | 0.16% | 0.14% | 51 | +26,512 | 16.02% | Q1 2026 | Apr 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 172,581 | 9,812 | 0.0% | 0.0% | 52 | +31,641 | 22.45% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 162,761 | 9,207 | 0.0% | 0.0% | 53 | +39,481 | 32.03% | Q1 2026 | May 15, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 153,857 | 8,748 | 3.04% | 3.11% | 54 | -3,495 | -2.22% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 150,685 | 8,567 | 0.0% | 0.0% | 55 | -2,024 | -1.33% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 144,709 | 8,228 | 0.0% | 0.0% | 56 | -8,585 | -5.6% | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | Reduced | 142,044 | 8,126 | 0.26% | 0.32% | 57 | -15,382 | -9.77% | Q1 2026 | Apr 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 129,377 | 7,356 | 0.04% | 0.04% | 58 | +8,246 | 6.81% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 128,029 | 7,282 | 0.07% | 0.08% | 59 | -3,572 | -2.71% | Q1 2026 | Apr 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 126,007 | 7,164 | 0.01% | 0.01% | 60 | +1,454 | 1.17% | Q1 2026 | Apr 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 124,682 | 7,089 | 0.07% | 0.07% | 61 | +1,537 | 1.25% | Q1 2026 | May 08, 2026 |
| Garde Capital, Inc. | History | New | 118,101 | 6,715 | 0.4% | — | 62 | +118,101 | New | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 113,692 | 6,464 | 0.01% | 0.0% | 63 | +48,741 | 75.04% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 112,944 | 6,421 | 0.02% | 0.02% | 64 | -16,087 | -12.47% | Q1 2026 | May 14, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 110,938 | 6,307 | 0.42% | 0.45% | 65 | -3,321 | -2.91% | Q1 2026 | May 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 103,080 | 5,852 | 0.02% | 0.02% | 66 | +5,479 | 5.61% | Q1 2026 | May 14, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 102,100 | 5,805 | 0.21% | 0.11% | 67 | +39,842 | 63.99% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Added to | 99,861 | 5,678 | 0.17% | 0.14% | 68 | +14,429 | 16.89% | Q1 2026 | May 14, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 97,938 | 5,568 | 3.72% | 2.88% | 69 | -3,523 | -3.47% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 96,380 | 5,480 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Fullerton Advisors, LLC | History | Added to | 95,033 | 5,403 | 5.6% | 5.02% | 71 | +7,542 | 8.62% | Q1 2026 | Apr 21, 2026 |
| Client First Capital LLC | History | No change | 92,578 | 5,263 | 2.28% | 2.24% | 72 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NDWM LLC | History | Added to | 90,580 | 5,150 | 3.34% | 3.07% | 73 | +9,825 | 12.17% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 90,384 | 5,139 | 0.01% | 0.01% | 74 | -13,007 | -12.58% | Q1 2026 | May 04, 2026 |
| Ducere Wealth Management LLC | History | Reduced | 90,272 | 5,132 | 2.04% | 2.17% | 75 | -7,199 | -7.39% | Q1 2026 | May 11, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 86,874 | 4,939 | 0.15% | 0.13% | 76 | +9,103 | 11.7% | Q1 2026 | May 13, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 84,568 | 4,808 | 2.66% | 1.44% | 77 | +44,403 | 110.55% | Q1 2026 | Apr 16, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 83,506 | 4,748 | 0.15% | 0.08% | 78 | +42,392 | 103.11% | Q1 2026 | May 06, 2026 |
| Columbia Bank | History | Added to | 81,426 | 4,629 | 1.32% | 1.29% | 79 | +600 | 0.74% | Q1 2026 | Apr 28, 2026 |
| Valmark Advisers, Inc. | History | Added to | 80,669 | 4,586 | 0.05% | 0.04% | 80 | +24,382 | 43.32% | Q1 2026 | May 01, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 77,916 | 4,430 | 1.23% | 1.23% | 81 | +9,876 | 14.51% | Q1 2026 | Apr 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 75,771 | 4,308 | 0.05% | 0.05% | 82 | +1,873 | 2.53% | Q1 2026 | May 08, 2026 |
| Integrated Advisors Network LLC | History | New | 74,459 | 4,233 | 0.22% | — | 83 | +74,459 | New | Q1 2026 | Apr 28, 2026 |
| CHOREO, LLC | History | Reduced | 73,534 | 4,181 | 0.05% | 0.05% | 84 | -1,428 | -1.9% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 70,454 | 4,048 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 70,850 | 4,028 | 0.02% | 0.02% | 86 | +8,946 | 14.45% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 70,004 | 3,980 | 0.01% | — | 87 | +70,004 | New | Q1 2026 | May 01, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 69,965 | 3,978 | 0.13% | 0.15% | 88 | -5,336 | -7.09% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 69,471 | 3,950 | 0.08% | 0.09% | 89 | -4,953 | -6.66% | Q1 2026 | May 15, 2026 |
| Westfuller Advisors, LLC | History | Added to | 69,064 | 3,926 | 1.69% | 1.52% | 90 | +3,643 | 5.57% | Q1 2026 | Apr 28, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 68,533 | 3,896 | 2.24% | 2.25% | 91 | -371 | -0.54% | Q1 2026 | Apr 08, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Reduced | 66,536 | 3,783 | 2.46% | 3.43% | 92 | -25,921 | -28.04% | Q1 2026 | Apr 29, 2026 |
| Summit Trail Advisors, LLC | History | No change | 65,718 | 3,736 | 0.05% | 0.07% | 93 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| One Capital Management, LLC | History | Added to | 62,540 | 3,556 | 0.1% | 0.09% | 94 | +8,422 | 15.56% | Q1 2026 | May 12, 2026 |
| Omega Financial Group, LLC | History | Reduced | 62,311 | 3,543 | 1.15% | 1.28% | 95 | -5,305 | -7.85% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 61,820 | 3,515 | 0.0% | 0.0% | 96 | +11,760 | 23.49% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 55,002 | 3,127 | 0.01% | 0.01% | 97 | +7,299 | 15.3% | Q1 2026 | May 15, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 54,859 | 3,119 | 0.79% | 0.89% | 98 | +428 | 0.79% | Q1 2026 | Apr 16, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 54,533 | 3,100 | 0.31% | 0.31% | 99 | +1,046 | 1.96% | Q1 2026 | Apr 27, 2026 |
| WHITTIER TRUST CO | History | Added to | 54,437 | 3,099 | 0.03% | 0.03% | 100 | +530 | 0.98% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 53,864 | 3,062 | 0.0% | 0.01% | 101 | -102,299 | -65.51% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 53,378 | 3,035 | 1.67% | 1.79% | 102 | +4,391 | 8.96% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Reduced | 51,928 | 2,952 | 0.02% | 0.02% | 103 | -3,675 | -6.61% | Q1 2026 | May 15, 2026 |
| 21 West Wealth Management LLC | History | Added to | 49,921 | 2,838 | 2.64% | 2.58% | 104 | +797 | 1.62% | Q1 2026 | Apr 15, 2026 |
| Traveka Wealth, LLC | History | Reduced | 49,688 | 2,825 | 1.08% | 1.49% | 105 | -13,845 | -21.79% | Q1 2026 | Apr 22, 2026 |
| DeDora Capital, Inc. | History | Reduced | 49,042 | 2,788 | 0.68% | 0.67% | 106 | -121 | -0.25% | Q1 2026 | Apr 27, 2026 |
| McIlrath & Eck, LLC | History | Added to | 48,612 | 2,764 | 0.2% | 0.23% | 107 | +4,845 | 11.07% | Q1 2026 | May 19, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 48,250 | 2,743 | 0.06% | 0.06% | 108 | +2,936 | 6.48% | Q1 2026 | May 11, 2026 |
| WealthCollab, LLC | History | Added to | 46,376 | 2,636 | 1.09% | 1.03% | 109 | +2,408 | 5.48% | Q1 2026 | May 13, 2026 |
| Destination Wealth Management | History | Added to | 45,483 | 2,586 | 0.07% | 0.07% | 110 | +1,918 | 4.4% | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 45,150 | 2,567 | 0.08% | 0.09% | 111 | -510 | -1.12% | Q1 2026 | May 05, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 44,231 | 2,514 | 0.06% | 0.06% | 112 | +2,388 | 5.71% | Q1 2026 | Apr 15, 2026 |
| Westside Investment Management, Inc. | History | Added to | 42,915 | 2,440 | 0.37% | 0.38% | 113 | +1,529 | 3.69% | Q1 2026 | May 04, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 42,780 | 2,432 | 0.42% | 0.46% | 114 | -2,535 | -5.59% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 41,776 | 2,375 | 0.02% | 0.02% | 115 | +1,030 | 2.53% | Q1 2026 | Apr 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 40,754 | 2,317 | 0.02% | 0.01% | 117 | +22,443 | 122.57% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 40,761 | 2,317 | 0.0% | 0.0% | 116 | +20,227 | 98.5% | Q1 2026 | May 15, 2026 |
| BANK OF STOCKTON | History | Reduced | 39,537 | 2,248 | 0.7% | 0.78% | 118 | -7,834 | -16.54% | Q1 2026 | Apr 29, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 39,097 | 2,223 | 0.12% | 0.11% | 119 | +8,052 | 25.94% | Q1 2026 | Apr 16, 2026 |
| Savvy Advisors, Inc. | History | Added to | 38,868 | 2,210 | 0.06% | 0.06% | 120 | +4,718 | 13.82% | Q1 2026 | May 11, 2026 |
| Empower Advisory Group, LLC | History | Added to | 38,534 | 2,191 | 0.01% | 0.01% | 121 | +1,492 | 4.03% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 37,236 | 2,120 | 0.0% | 0.0% | 122 | +8,730 | 30.63% | Q1 2026 | May 05, 2026 |
| CONQUIS FINANCIAL LLC | History | Reduced | 36,289 | 2,085 | 1.73% | 2.58% | 123 | -15,878 | -30.44% | Q1 2026 | May 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 35,210 | 2,002 | 0.03% | 0.04% | 124 | -4,034 | -10.28% | Q1 2026 | May 04, 2026 |
| Vise Technologies, Inc. | History | No change | 34,016 | 1,954 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 33,824 | 1,923 | 0.04% | 0.04% | 126 | +1,990 | 6.25% | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 33,763 | 1,919 | 0.3% | 0.27% | 127 | +3,862 | 12.92% | Q1 2026 | Apr 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 33,542 | 1,907 | 0.01% | 0.01% | 128 | +41 | 0.12% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 33,299 | 1,893 | 0.06% | 0.05% | 129 | +1,346 | 4.21% | Q1 2026 | Apr 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 33,071 | 1,880 | 0.0% | 0.0% | 130 | +6,929 | 26.51% | Q1 2026 | May 14, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 32,871 | 1,869 | 0.1% | 0.1% | 131 | -300 | -0.9% | Q1 2026 | May 15, 2026 |
| SimpliFi, Inc. | History | Added to | 32,842 | 1,867 | 0.78% | 0.77% | 132 | +1,149 | 3.63% | Q1 2026 | Apr 22, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 30,000 | 1,706 | 0.0% | — | 133 | +30,000 | New | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 29,261 | 1,663 | 0.13% | 0.1% | 134 | +6,316 | 27.53% | Q1 2026 | May 15, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 28,975 | 1,647 | 0.35% | 0.37% | 135 | -2,921 | -9.16% | Q1 2026 | Apr 15, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 28,265 | 1,624 | 0.44% | 0.44% | 136 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 28,285 | 1,608 | 0.67% | 0.71% | 137 | -1,289 | -4.36% | Q1 2026 | Apr 23, 2026 |
| Clark Asset Management, LLC | History | Added to | 27,617 | 1,570 | 0.15% | 0.13% | 138 | +6,485 | 30.69% | Q1 2026 | Apr 16, 2026 |
| Corient Private Wealth LLC | History | Reduced | 27,595 | 1,569 | 0.0% | 0.0% | 139 | -4,573 | -14.22% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 27,517 | 1,564 | 0.1% | 0.09% | 140 | -653,674 | -95.96% | Q1 2026 | May 12, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 27,487 | 1,562 | 0.34% | 0.33% | 141 | +307 | 1.13% | Q1 2026 | May 08, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 27,003 | 1,535 | 0.62% | 0.61% | 142 | +31 | 0.11% | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 26,672 | 1,532 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 26,723 | 1,519 | 0.05% | 0.05% | 144 | +2,719 | 11.33% | Q1 2026 | May 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 25,717 | 1,462 | 0.19% | 0.22% | 145 | -874 | -3.29% | Q1 2026 | Apr 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 25,683 | 1,460 | 0.03% | 0.03% | 146 | -234 | -0.9% | Q1 2026 | May 07, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 25,547 | 1,452 | 0.42% | 0.43% | 147 | +674 | 2.71% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 25,191 | 1,432 | 0.01% | 0.0% | 148 | +19,352 | 331.43% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 23,531 | 1,334 | 0.05% | 0.05% | 149 | +2,655 | 12.72% | Q1 2026 | May 15, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 23,311 | 1,325 | 0.55% | 0.63% | 150 | -3,383 | -12.67% | Q1 2026 | Apr 08, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 23,274 | 1,323 | 0.01% | 0.01% | 151 | +3 | 0.01% | Q1 2026 | May 01, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 23,168 | 1,317 | 0.06% | 0.06% | 152 | -269 | -1.15% | Q1 2026 | May 08, 2026 |
| Keystone Global Partners, LLC | History | Added to | 23,103 | 1,313 | 0.58% | 0.33% | 153 | +9,893 | 74.89% | Q1 2026 | Apr 24, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 23,049 | 1,310 | 0.07% | 0.09% | 154 | -1,570 | -6.38% | Q1 2026 | Apr 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 22,960 | 1,303 | 0.01% | 0.01% | 155 | +2,906 | 14.49% | Q1 2026 | May 15, 2026 |
| HCR Wealth Advisors | History | Added to | 22,061 | 1,254 | 0.13% | 0.12% | 156 | +700 | 3.28% | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Added to | 21,661 | 1,231 | 0.0% | 0.0% | 157 | +1,345 | 6.62% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 21,228 | 1,207 | 0.0% | 0.0% | 158 | -1,385 | -6.12% | Q1 2026 | Apr 30, 2026 |
| APS Management Group, Inc. | History | Added to | 21,216 | 1,206 | 1.03% | 0.9% | 159 | +2,895 | 15.8% | Q1 2026 | Apr 15, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 20,582 | 1,170 | 0.15% | 0.15% | 160 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Impact Investors, Inc | History | Added to | 20,065 | 1,140 | 0.79% | 0.64% | 161 | +3,893 | 24.07% | Q1 2026 | Apr 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 19,995 | 1,136 | 0.0% | 0.01% | 162 | -3,266 | -14.04% | Q1 2026 | Apr 30, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 19,414 | 1,103 | 0.02% | 0.02% | 163 | +537 | 2.84% | Q1 2026 | Apr 14, 2026 |
| Tillman Hartley LLC | History | No change | 19,126 | 1,087 | 0.27% | 0.28% | 164 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 18,700 | 1,063 | 0.0% | 0.01% | 165 | -93,900 | -83.39% | Q1 2026 | May 14, 2026 |
| IFC Advisors LLC | History | Reduced | 17,869 | 1,016 | 0.15% | 0.16% | 166 | -1,282 | -6.69% | Q1 2026 | May 04, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 17,867 | 1,015 | 0.23% | 0.23% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 17,689 | 1,007 | 0.0% | 0.0% | 168 | -5,327 | -23.14% | Q1 2026 | Apr 08, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 17,152 | 975 | 0.2% | 0.23% | 169 | -4,853 | -22.05% | Q1 2026 | Apr 08, 2026 |
| Cresset Asset Management, LLC | History | New | 17,028 | 968 | 0.0% | — | 170 | +17,028 | New | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 16,766 | 953 | 0.02% | 0.02% | 171 | -639 | -3.67% | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | Added to | 15,960 | 907 | 0.1% | 0.1% | 172 | +773 | 5.09% | Q1 2026 | May 04, 2026 |
| Argyle Capital Partners, LLC | History | No change | 15,888 | 903 | 0.65% | 0.67% | 173 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LifeWealth Investments, LLC | History | No change | 15,806 | 898 | 0.27% | 0.29% | 174 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 15,232 | 866 | 0.35% | 0.35% | 175 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | New | 14,980 | 851 | 0.0% | — | 176 | +14,980 | New | Q1 2026 | May 13, 2026 |
| Williams & Novak, LLC | History | Reduced | 14,816 | 842 | 0.63% | 0.76% | 177 | -2,770 | -15.75% | Q1 2026 | Apr 20, 2026 |
| Values Added Financial LLC | History | Reduced | 14,787 | 840 | 0.35% | 0.82% | 178 | -18,878 | -56.08% | Q1 2026 | Apr 20, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 14,699 | 835 | 0.02% | 0.02% | 179 | +1 | 0.01% | Q1 2026 | May 07, 2026 |
| Shira Ridge Wealth Management | History | Added to | 14,448 | 821 | 0.32% | 0.3% | 180 | +1,345 | 10.26% | Q1 2026 | Apr 13, 2026 |
| Two West Capital Advisors LLC | History | Added to | 14,212 | 814 | 0.43% | 0.44% | 181 | +1,075 | 8.18% | Q1 2026 | May 04, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 14,140 | 804 | 0.07% | 0.05% | 182 | +3,529 | 33.26% | Q1 2026 | May 06, 2026 |
| Portfolio Design Labs, LLC | History | Reduced | 13,975 | 794 | 0.14% | 0.14% | 183 | -562 | -3.87% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 13,778 | 783 | 0.0% | 0.0% | 184 | -21,566 | -61.02% | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 13,688 | 778 | 0.09% | — | 185 | +13,688 | New | Q1 2026 | May 11, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 13,614 | 774 | 0.48% | 0.47% | 186 | +33 | 0.24% | Q1 2026 | Apr 21, 2026 |
| Hamilton Wealth, LLC | History | Added to | 13,446 | 764 | 0.05% | 0.09% | 187 | +4,779 | 55.14% | Q1 2026 | May 18, 2026 |
| Climber Capital SA | History | No change | 12,660 | 718 | 0.47% | 0.47% | 188 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Aspen Investment Management Inc | History | No change | 12,410 | 706 | 0.22% | 0.21% | 189 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Boltwood Capital Management | History | Added to | 12,415 | 705 | 0.18% | 0.17% | 190 | +710 | 6.07% | Q1 2026 | Apr 07, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 12,264 | 697 | 0.38% | 0.39% | 191 | +7 | 0.06% | Q1 2026 | Apr 29, 2026 |
| Lido Advisors, LLC | History | Reduced | 12,224 | 695 | 0.0% | 0.0% | 192 | -2,942 | -19.4% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 12,137 | 690 | 0.0% | — | 193 | +12,137 | New | Q1 2026 | May 13, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 12,050 | 686 | 0.13% | 0.13% | 195 | -1,460 | -10.81% | Q1 2026 | May 15, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 12,079 | 686 | 0.03% | 0.02% | 196 | +1,100 | 10.02% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Added to | 12,077 | 686 | 0.0% | 0.0% | 194 | +19 | 0.16% | Q1 2026 | May 15, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 12,053 | 685 | 0.08% | 0.09% | 197 | -872 | -6.75% | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | Added to | 11,967 | 680 | 0.01% | 0.01% | 198 | +3,764 | 45.89% | Q1 2026 | May 14, 2026 |
| RVW Wealth, LLC | History | New | 11,897 | 676 | 0.05% | — | 199 | +11,897 | New | Q1 2026 | Apr 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 11,850 | 673 | 0.01% | 0.01% | 200 | +5,396 | 83.61% | Q1 2026 | Apr 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 11,843 | 673 | 0.0% | 0.0% | 201 | -41 | -0.35% | Q1 2026 | Apr 30, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 11,807 | 671 | 0.41% | 0.42% | 202 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 11,585 | 665 | 0.14% | 0.14% | 203 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 11,610 | 660 | 0.04% | 0.04% | 204 | -200 | -1.69% | Q1 2026 | Apr 29, 2026 |
| HUB Investment Partners, LLC | History | New | 11,514 | 654 | 0.02% | — | 205 | +11,514 | New | Q1 2026 | May 15, 2026 |
| Investment Advisory Group, LLC | History | No change | 11,400 | 648 | 0.16% | 0.17% | 206 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 11,297 | 642 | 0.01% | 0.02% | 207 | -6,203 | -35.45% | Q1 2026 | May 15, 2026 |
| CV Advisors LLC | History | New | 11,300 | 640 | 0.17% | — | 208 | +11,300 | New | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 11,255 | 639 | 0.02% | 0.02% | 209 | +1,609 | 16.68% | Q1 2026 | Apr 08, 2026 |
| GAMMA Investing LLC | History | Added to | 11,106 | 631 | 0.03% | 0.01% | 210 | +5,956 | 115.65% | Q1 2026 | Apr 06, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 10,868 | 617 | 0.26% | 0.2% | 211 | +1,072 | 10.94% | Q1 2026 | Apr 20, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 10,452 | 594 | 0.45% | 0.43% | 212 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FLC Capital Advisors | History | Added to | 10,304 | 585 | 0.1% | 0.05% | 213 | +5,878 | 132.81% | Q1 2026 | May 01, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 10,244 | 582 | 0.02% | 0.02% | 214 | -23 | -0.22% | Q1 2026 | May 04, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 10,083 | 573 | 0.01% | 0.01% | 215 | -309 | -2.97% | Q1 2026 | May 05, 2026 |
| January Capital Advisors LLC | History | New | 10,048 | 571 | 0.77% | — | 216 | +10,048 | New | Q1 2026 | May 20, 2026 |
| My Portfolio Guide, LLC | History | New | 9,917 | 563 | 0.31% | — | 217 | +9,917 | New | Q1 2026 | May 05, 2026 |
| Neumann Capital Management, LLC | History | Added to | 9,900 | 562 | 0.17% | 0.1% | 218 | +3,900 | 65.0% | Q1 2026 | Apr 13, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 9,828 | 558 | 0.09% | 0.1% | 219 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 9,665 | 549 | 0.13% | 0.13% | 220 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 9,260 | 526 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 9,050 | 520 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | No change | 8,931 | 507 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Composition Wealth, LLC | History | Reduced | 8,869 | 504 | 0.01% | 0.01% | 224 | -3,174 | -26.36% | Q1 2026 | Apr 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 8,379 | 476 | 0.12% | 0.15% | 225 | -586 | -6.54% | Q1 2026 | May 08, 2026 |
| Life Planning Partners, Inc | History | No change | 8,337 | 474 | 0.36% | 0.37% | 226 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TME FINANCIAL, INC. | History | Added to | 8,307 | 472 | 0.33% | 0.33% | 227 | +66 | 0.8% | Q1 2026 | May 12, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 8,208 | 466 | 0.1% | 0.1% | 228 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| M. Kulyk & Associates, LLC | History | New | 7,925 | 450 | 0.08% | — | 229 | +7,925 | New | Q1 2026 | May 06, 2026 |
| Invera Wealth Advisors, LLC | History | Added to | 7,904 | 449 | 0.29% | 0.28% | 230 | +122 | 1.57% | Q1 2026 | Apr 22, 2026 |
| Nautilus Advisors LLC | History | No change | 7,850 | 446 | 0.31% | 0.29% | 231 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Meridian Wealth Management, LLC | History | No change | 7,820 | 444 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 7,792 | 443 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | New | 7,757 | 441 | 0.01% | — | 235 | +7,757 | New | Q1 2026 | May 13, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 7,758 | 441 | 0.06% | 0.07% | 234 | +160 | 2.11% | Q1 2026 | Apr 08, 2026 |
| Sowell Financial Services LLC | History | Added to | 7,587 | 431 | 0.02% | 0.01% | 236 | +474 | 6.66% | Q1 2026 | Apr 20, 2026 |
| GoalFusion Wealth Management, LLC | History | New | 7,500 | 426 | 0.19% | — | 237 | +7,500 | New | Q1 2026 | Apr 14, 2026 |
| ASL Financial, LLC | History | Added to | 7,400 | 420 | 0.34% | 0.31% | 238 | +430 | 6.17% | Q1 2026 | Apr 09, 2026 |
| ALTFEST L J & CO INC | History | Added to | 7,375 | 419 | 0.04% | 0.04% | 239 | +230 | 3.22% | Q1 2026 | Apr 28, 2026 |
| Chesley Taft & Associates LLC | History | No change | 7,375 | 419 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Stratos Investment Management, LLC | History | Added to | 7,344 | 417 | 0.02% | 0.02% | 241 | +331 | 4.72% | Q1 2026 | Apr 28, 2026 |
| Carnegie Investment Counsel | History | Added to | 7,110 | 404 | 0.01% | 0.01% | 242 | +1,095 | 18.2% | Q1 2026 | May 01, 2026 |
| Ascentis Independent Advisors | History | Added to | 7,100 | 403 | 0.03% | 0.03% | 243 | +3,550 | 100.0% | Q1 2026 | Apr 28, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 7,027 | 399 | 0.06% | 0.06% | 244 | +1,000 | 16.59% | Q1 2026 | May 06, 2026 |
| North Berkeley Wealth Management, LLC | History | No change | 6,970 | 396 | 0.21% | 0.24% | 245 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RHS Financial, LLC | History | Added to | 6,883 | 391 | 0.19% | 0.19% | 246 | +105 | 1.55% | Q1 2026 | Apr 28, 2026 |
| Summit Wealth Group, LLC | History | No change | 6,849 | 389 | 0.09% | 0.09% | 247 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 6,760 | 384 | 0.09% | 0.09% | 248 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | New | 6,580 | 374 | 0.01% | — | 249 | +6,580 | New | Q1 2026 | May 06, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 6,550 | 372 | 0.35% | 0.36% | 250 | -150 | -2.24% | Q1 2026 | Apr 24, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 6,510 | 370 | 0.01% | 0.02% | 251 | -8,307 | -56.06% | Q1 2026 | May 15, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 6,499 | 369 | 0.22% | 0.15% | 252 | +1,764 | 37.25% | Q1 2026 | Apr 07, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 6,475 | 368 | 0.24% | 0.25% | 253 | +405 | 6.67% | Q1 2026 | Apr 23, 2026 |
| Montecito Bank & Trust | History | New | 6,450 | 366 | 0.06% | — | 255 | +6,450 | New | Q1 2026 | Apr 16, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 6,451 | 366 | 0.03% | 0.03% | 254 | -145 | -2.2% | Q1 2026 | Apr 30, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 6,435 | 365 | 0.13% | 0.09% | 256 | +2,250 | 53.76% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 6,295 | 361 | 0.0% | 0.0% | 257 | +809 | 14.75% | Q1 2026 | May 15, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 6,350 | 361 | 0.11% | 0.11% | 258 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Peak Retirement Planning, Inc. | History | New | 6,342 | 360 | 0.07% | — | 260 | +6,342 | New | Q1 2026 | May 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 6,336 | 360 | 0.09% | 0.1% | 259 | +30 | 0.48% | Q1 2026 | Apr 06, 2026 |
| Trilogy Capital Inc. | History | No change | 6,315 | 359 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kera Capital Partners, Inc. | History | New | 6,203 | 352 | 0.04% | — | 262 | +6,203 | New | Q1 2026 | May 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 6,154 | 349 | 0.01% | — | 263 | +6,154 | New | Q1 2026 | Apr 28, 2026 |
| Falcon Wealth Planning | History | Added to | 6,106 | 347 | 0.02% | 0.02% | 264 | +990 | 19.35% | Q1 2026 | Apr 20, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 6,066 | 344 | 0.0% | 0.0% | 265 | -1,061 | -14.89% | Q1 2026 | May 05, 2026 |
| Ledyard National Bank | History | No change | 6,000 | 341 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Wise Wealth Partners | History | Added to | 5,918 | 336 | 0.45% | 0.49% | 267 | +27 | 0.46% | Q1 2026 | Apr 21, 2026 |
| Fortitude Financial, LLC | History | Reduced | 5,897 | 335 | 0.18% | 0.31% | 268 | -375 | -5.98% | Q1 2026 | Apr 23, 2026 |
| Fort Point Capital Partners LLC | History | No change | 5,745 | 326 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IMPACTfolio, LLC | History | Added to | 5,665 | 322 | 0.14% | 0.12% | 270 | +653 | 13.03% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,601 | 321 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | New | 5,570 | 318 | 0.01% | — | 272 | +5,570 | New | Q1 2026 | May 14, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 5,363 | 304 | 0.08% | 0.08% | 273 | -133 | -2.42% | Q1 2026 | May 14, 2026 |
| UNION SAVINGS BANK | History | Reduced | 5,279 | 300 | 0.13% | 0.2% | 274 | -2,668 | -33.57% | Q1 2026 | Apr 17, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 5,184 | 297 | 0.18% | 0.15% | 275 | +910 | 21.29% | Q1 2026 | Apr 23, 2026 |
| Apeiron RIA LLC | History | No change | 5,220 | 296 | 0.07% | 0.06% | 276 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Brooklyn Investment Group | History | New | 5,062 | 287 | 0.01% | — | 278 | +5,062 | New | Q1 2026 | Apr 29, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 5,060 | 287 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 4,879 | 277 | 0.02% | 0.05% | 279 | -6,003 | -55.16% | Q1 2026 | Apr 23, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 4,833 | 274 | 0.01% | 0.01% | 280 | +91 | 1.92% | Q1 2026 | Apr 27, 2026 |
| Wealthspire Retirement, LLC | History | No change | 4,727 | 268 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| a16z Perennial Management, L.P. | History | New | 4,710 | 267 | 0.02% | — | 282 | +4,710 | New | Q1 2026 | May 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 4,658 | 264 | 0.06% | 0.06% | 283 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Abacus Wealth Partners, LLC | History | New | 4,500 | 255 | 0.02% | — | 285 | +4,500 | New | Q1 2026 | Apr 24, 2026 |
| HB Wealth Management, LLC | History | No change | 4,491 | 255 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | New | 4,459 | 253 | 0.0% | — | 286 | +4,459 | New | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | No change | 4,400 | 250 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 4,400 | 250 | 0.2% | 0.2% | 288 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Elyxium Wealth, LLC | History | No change | 4,333 | 246 | 0.08% | 0.07% | 289 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Southland Equity Partners LLC | History | No change | 4,318 | 245 | 0.05% | 0.05% | 290 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Weaver Consulting Group | History | New | 4,246 | 241 | 0.06% | — | 291 | +4,246 | New | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 4,193 | 238 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 4,110 | 233 | 0.01% | 0.01% | 293 | +2,010 | 95.71% | Q1 2026 | Apr 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 4,090 | 232 | 0.01% | 0.01% | 294 | +20 | 0.49% | Q1 2026 | May 04, 2026 |
| Tidemark, LLC | History | No change | 4,076 | 231 | 0.06% | 0.07% | 295 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 4,038 | 229 | 0.01% | 0.0% | 296 | +2,588 | 178.48% | Q1 2026 | Apr 13, 2026 |
| TLWM | History | Added to | 3,986 | 226 | 0.04% | 0.04% | 297 | +430 | 12.09% | Q1 2026 | Apr 08, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 3,944 | 224 | 0.2% | — | 298 | +3,944 | New | Q1 2026 | May 07, 2026 |
| Perigon Wealth Management, LLC | History | No change | 3,892 | 221 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 3,886 | 220 | 0.06% | 0.09% | 300 | -2,156 | -35.68% | Q1 2026 | May 12, 2026 |