iSHARES TRUST - DSI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 3,971,726 | 481,333 | 0.03% | 0.03% | 1 | +104,911 | 2.71% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,774,477 | 215,048 | 0.06% | 0.07% | 2 | -117,423 | -6.21% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,490,807 | 180,670 | 0.01% | 0.02% | 3 | -191,067 | -11.36% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,254,533 | 152,036 | 0.03% | 0.02% | 4 | +459,248 | 57.75% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 1,232,859 | 149,410 | 0.04% | 0.04% | 5 | -25,906 | -2.06% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,189,990 | 139,859 | 0.01% | 0.01% | 6 | -34,655 | -2.83% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 834,824 | 101,147 | 0.02% | 0.03% | 7 | -28,331 | -3.28% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 416,264 | 50,447 | 0.01% | 0.01% | 8 | -2,078 | -0.5% | Q1 2026 | May 05, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 412,576 | 49,742 | 4.86% | 5.02% | 9 | +4,652 | 1.14% | Q1 2026 | May 06, 2026 |
| Betterment LLC | History | Reduced | 349,749 | 42,386 | 0.08% | 0.09% | 10 | -18,691 | -5.07% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 334,677 | 40,559 | 0.05% | 0.05% | 11 | -11,420 | -3.3% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 326,059 | 39,515 | 0.22% | 0.16% | 12 | -37,758 | -10.38% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 323,131 | 39,160 | 0.05% | 0.05% | 13 | -3,884 | -1.19% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 300,562 | 36,425 | 0.06% | 0.07% | 14 | +3,494 | 1.18% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 282,552 | 34,242 | 0.03% | 0.04% | 15 | -2,570 | -0.9% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 247,083 | 29,943 | 0.0% | 0.0% | 16 | +52,594 | 27.04% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 221,974 | 28,596 | 0.51% | 0.51% | 17 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 228,315 | 27,669 | 0.04% | 0.04% | 18 | +8,616 | 3.92% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 221,434 | 26,835 | 0.01% | 0.01% | 19 | -32,638 | -12.85% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 216,456 | 26,232 | 0.02% | 0.02% | 20 | +38,524 | 21.65% | Q1 2026 | May 12, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | Added to | 212,270 | 25,725 | 7.89% | 3.41% | 21 | +109,881 | 107.32% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 203,543 | 24,667 | 0.03% | 0.03% | 22 | -11,955 | -5.55% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 176,824 | 21,429 | 0.0% | 0.0% | 23 | -21,129 | -10.67% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 174,241 | 21,116 | 0.01% | 0.01% | 24 | -31,847 | -15.45% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 174,144 | 21,104 | 0.04% | 0.04% | 25 | -5,387 | -3.0% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 166,917 | 20,229 | 0.16% | 0.19% | 26 | -9,272 | -5.26% | Q1 2026 | Apr 07, 2026 |
| National Philanthropic Trust | History | Added to | 164,023 | 19,877 | 0.21% | 0.12% | 27 | +67,893 | 70.63% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 163,687 | 19,837 | 0.03% | 0.03% | 28 | +29,069 | 21.59% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 156,910 | 19,015 | 0.03% | 0.03% | 29 | +2,061 | 1.33% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 145,400 | 17,621 | 0.09% | 0.09% | 30 | +41,641 | 40.13% | Q1 2026 | May 15, 2026 |
| Gemmer Asset Management LLC | History | Added to | 138,689 | 16,807 | 1.33% | 1.35% | 31 | +2,186 | 1.6% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Reduced | 136,822 | 16,602 | 0.02% | 0.02% | 32 | -5,544 | -3.89% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 136,725 | 16,569 | 0.2% | 0.2% | 33 | -146 | -0.11% | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | Reduced | 135,121 | 16,375 | 2.36% | 2.43% | 34 | -3,486 | -2.52% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 128,358 | 15,562 | 0.02% | 0.03% | 35 | -28,414 | -18.12% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 113,725 | 13,782 | 0.5% | 0.46% | 36 | +18,313 | 19.19% | Q1 2026 | May 07, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 97,849 | 11,858 | 2.92% | 3.17% | 37 | -925 | -0.94% | Q1 2026 | May 01, 2026 |
| PFG Investments, LLC | History | Added to | 95,999 | 11,634 | 0.54% | 0.57% | 38 | +2,518 | 2.69% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 95,633 | 11,589 | 0.45% | 0.47% | 39 | -2,269 | -2.32% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 92,336 | 11,190 | 0.01% | 0.01% | 40 | +11,290 | 13.93% | Q1 2026 | May 05, 2026 |
| Francis Financial, Inc. | History | Reduced | 91,578 | 11,098 | 2.06% | 2.34% | 41 | -1,275 | -1.37% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 90,054 | 10,913 | 0.05% | 0.06% | 42 | -1,007 | -1.11% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 88,810 | 10,762 | 0.03% | 0.03% | 43 | -18,961 | -17.59% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 84,081 | 10,113 | 0.02% | 0.02% | 44 | +654 | 0.78% | Q1 2026 | May 01, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 132,556 | 9,546 | 0.32% | 0.54% | 45 | -4,269 | -3.12% | Q1 2026 | May 11, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 72,480 | 8,783 | 1.82% | 2.19% | 46 | -6,749 | -8.52% | Q1 2026 | Apr 30, 2026 |
| Composition Wealth, LLC | History | Reduced | 70,771 | 8,576 | 0.12% | 0.14% | 47 | -7,446 | -9.52% | Q1 2026 | Apr 08, 2026 |
| Brio Consultants, LLC | History | Added to | 62,899 | 8,564 | 1.05% | 0.99% | 48 | +3,998 | 6.79% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 70,112 | 8,496 | 0.02% | 0.0% | 49 | +60,767 | 650.26% | Q1 2026 | May 01, 2026 |
| SCS Capital Management LLC | History | No change | 69,138 | 8,378 | 0.09% | 0.09% | 50 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Reduced | 68,193 | 8,264 | 0.02% | 0.02% | 51 | -950 | -1.37% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 66,795 | 8,094 | 0.01% | 0.01% | 52 | +5,022 | 8.13% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 62,702 | 8,077 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 65,836 | 7,979 | 0.02% | 0.02% | 54 | -2,994 | -4.35% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 65,586 | 7,948 | 0.0% | 0.0% | 55 | +44,024 | 204.17% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 64,530 | 7,820 | 0.02% | 0.02% | 56 | -3,436 | -5.06% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 64,315 | 7,794 | 0.0% | 0.0% | 57 | +2,685 | 4.36% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 61,507 | 7,454 | 0.3% | 0.3% | 58 | +2,046 | 3.44% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 60,882 | 7,378 | 0.1% | 0.16% | 59 | -27,289 | -30.95% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 61,751 | 7,364 | 0.01% | 0.01% | 60 | +1,406 | 2.33% | Q1 2026 | May 15, 2026 |
| ALLIANZ SE | History | Added to | 57,368 | 6,952 | 0.08% | 0.09% | 61 | +4,014 | 7.52% | Q1 2026 | May 11, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 56,187 | 6,809 | 0.99% | 1.04% | 62 | -2,314 | -3.96% | Q1 2026 | Apr 23, 2026 |
| CHOREO, LLC | History | Reduced | 55,461 | 6,721 | 0.08% | 0.1% | 63 | -2,402 | -4.15% | Q1 2026 | May 12, 2026 |
| HEADINVEST, LLC | History | Reduced | 54,930 | 6,656 | 1.37% | 1.44% | 64 | -1,352 | -2.4% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 54,922 | 6,656 | 0.12% | 0.12% | 65 | +1,112 | 2.07% | Q1 2026 | Apr 10, 2026 |
| ASPIRIANT, LLC | History | No change | 54,846 | 6,646 | 0.19% | 0.2% | 66 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Dunhill Financial, LLC | History | Reduced | 52,521 | 6,365 | 1.5% | 1.84% | 67 | -5,954 | -10.18% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 48,852 | 5,920 | 0.01% | 0.01% | 68 | -2,231 | -4.37% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 46,200 | 5,599 | 0.11% | 0.12% | 69 | -1,158 | -2.45% | Q1 2026 | Apr 14, 2026 |
| ASSETMARK, INC | History | Reduced | 45,714 | 5,540 | 0.01% | 0.01% | 70 | -6,159 | -11.87% | Q1 2026 | May 06, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 44,888 | 5,440 | 4.5% | 4.69% | 71 | +4,516 | 11.19% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 44,257 | 5,363 | 0.02% | 0.02% | 72 | +14,741 | 49.94% | Q1 2026 | Apr 30, 2026 |
| Gradient Investments LLC | History | Reduced | 43,245 | 5,240 | 0.08% | 0.09% | 73 | -506 | -1.16% | Q1 2026 | Apr 13, 2026 |
| SOFI WEALTH, LLC | History | Added to | 42,790 | 5,185 | 0.25% | 0.22% | 74 | +8,482 | 24.72% | Q1 2026 | May 05, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 40,142 | 5,171 | 0.38% | 0.38% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 42,434 | 5,142 | 3.97% | 4.25% | 76 | -1,452 | -3.31% | Q1 2026 | Apr 20, 2026 |
| SageView Advisory Group, LLC | History | No change | 39,483 | 5,086 | 0.17% | 0.17% | 77 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Archer Investment Management, LLC | History | Added to | 39,065 | 4,734 | 1.99% | 0.43% | 78 | +32,904 | 534.07% | Q1 2026 | Apr 08, 2026 |
| GTS SECURITIES LLC | History | Added to | 38,277 | 4,638 | 0.16% | 0.03% | 79 | +30,647 | 401.66% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 37,764 | 4,576 | 0.04% | 0.02% | 80 | +21,952 | 138.83% | Q1 2026 | May 15, 2026 |
| Moment Partners, LLC | History | Reduced | 36,917 | 4,474 | 0.8% | 0.98% | 81 | -146 | -0.39% | Q1 2026 | May 04, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 36,835 | 4,464 | 0.56% | 0.63% | 82 | -3,312 | -8.25% | Q1 2026 | Apr 21, 2026 |
| Erste Asset Management GmbH | History | Reduced | 36,621 | 4,440 | 0.04% | 0.05% | 83 | -11,140 | -23.32% | Q1 2026 | May 11, 2026 |
| Diversified Enterprises, LLC | History | Added to | 35,494 | 4,301 | 0.24% | 0.27% | 84 | +624 | 1.79% | Q1 2026 | May 14, 2026 |
| Columbia Bank | History | Added to | 35,440 | 4,294 | 1.23% | 1.25% | 85 | +600 | 1.72% | Q1 2026 | Apr 28, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 35,428 | 4,293 | 1.26% | 1.35% | 86 | -770 | -2.13% | Q1 2026 | Apr 13, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 35,191 | 4,264 | 0.87% | 0.89% | 87 | +106 | 0.3% | Q1 2026 | Apr 15, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 34,117 | 4,134 | 2.18% | 2.46% | 88 | -323 | -0.94% | Q1 2026 | Apr 23, 2026 |
| First Affirmative Financial Network | History | New | 33,981 | 4,118 | 1.6% | — | 89 | +33,981 | New | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 33,858 | 4,102 | 0.03% | 0.03% | 90 | -2,000 | -5.58% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 33,387 | 4,046 | 0.02% | 0.02% | 91 | -532 | -1.57% | Q1 2026 | May 15, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 33,362 | 4,043 | 2.39% | 2.56% | 92 | +20,526 | 159.91% | Q1 2026 | Apr 16, 2026 |
| Independent Advisor Alliance | History | New | 33,306 | 4,036 | 0.04% | — | 93 | +33,306 | New | Q1 2026 | May 12, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 32,425 | 3,929 | 0.71% | 0.67% | 94 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BAILARD, INC. | History | Added to | 31,855 | 3,860 | 0.09% | 0.09% | 95 | +909 | 2.94% | Q1 2026 | May 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 31,548 | 3,823 | 0.01% | 0.01% | 96 | +5,046 | 19.04% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 29,214 | 3,762 | 0.02% | 0.03% | 97 | -2,529 | -7.97% | Q1 2026 | May 15, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Reduced | 30,502 | 3,696 | 2.91% | 3.24% | 98 | -2 | -0.01% | Q1 2026 | Apr 24, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 28,526 | 3,675 | 0.34% | 0.33% | 99 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 26,769 | 3,622 | 0.5% | 0.57% | 100 | -2,613 | -8.89% | Q1 2026 | Apr 28, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 29,506 | 3,575 | 0.2% | 0.29% | 101 | -12,968 | -30.53% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 29,477 | 3,572 | 0.0% | 0.0% | 102 | -244 | -0.82% | Q1 2026 | May 07, 2026 |
| FORBES J M & CO LLP | History | Added to | 29,299 | 3,550 | 0.3% | 0.29% | 103 | +1,157 | 4.11% | Q1 2026 | Apr 16, 2026 |
| Merit Financial Group, LLC | History | Added to | 29,260 | 3,546 | 0.03% | 0.03% | 104 | +3,311 | 12.76% | Q1 2026 | Apr 15, 2026 |
| FMR LLC | History | Added to | 28,717 | 3,480 | 0.0% | 0.0% | 105 | +8,047 | 38.93% | Q1 2026 | May 15, 2026 |
| Impact Investors, Inc | History | Added to | 28,375 | 3,438 | 2.39% | 2.3% | 106 | +2,633 | 10.23% | Q1 2026 | Apr 29, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 27,871 | 3,377 | 0.11% | 0.33% | 107 | -44,870 | -61.68% | Q1 2026 | Apr 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 28,338 | 3,342 | 0.0% | 0.0% | 108 | +8,022 | 39.49% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Reduced | 27,252 | 3,302 | 0.12% | 0.14% | 109 | -2,436 | -8.21% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 26,815 | 3,249 | 0.03% | 0.03% | 110 | -1,494 | -5.28% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 26,525 | 3,214 | 0.02% | 0.02% | 111 | -1,936 | -6.8% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 26,489 | 3,210 | 0.02% | 0.02% | 112 | +63 | 0.24% | Q1 2026 | May 08, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 26,202 | 3,175 | 0.91% | 0.93% | 113 | -115 | -0.44% | Q1 2026 | Apr 28, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 25,218 | 3,056 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 25,026 | 3,032 | 0.01% | 0.01% | 115 | -3,879 | -13.42% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 25,005 | 3,030 | 0.03% | 0.03% | 116 | -4,033 | -13.89% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 22,476 | 2,997 | 0.07% | 0.07% | 117 | -39 | -0.17% | Q1 2026 | May 04, 2026 |
| Accredited Investors Inc. | History | Added to | 24,716 | 2,995 | 0.16% | 0.17% | 119 | +445 | 1.83% | Q1 2026 | Apr 30, 2026 |
| Gibson Capital, LLC | History | Reduced | 24,717 | 2,995 | 0.56% | 0.58% | 118 | -24 | -0.1% | Q1 2026 | Apr 17, 2026 |
| Creekside Partners | History | Reduced | 24,517 | 2,971 | 1.22% | 1.34% | 120 | -181 | -0.73% | Q1 2026 | Apr 21, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 24,189 | 2,931 | 0.29% | 0.32% | 121 | -1,201 | -4.73% | Q1 2026 | Apr 15, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 23,618 | 2,862 | 2.09% | 2.48% | 122 | -2,675 | -10.17% | Q1 2026 | May 08, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 23,380 | 2,833 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Stanich Group LLC | History | Reduced | 23,151 | 2,805 | 2.14% | 2.25% | 124 | -63 | -0.27% | Q1 2026 | Apr 15, 2026 |
| Eley Financial Management, Inc | History | Added to | 23,139 | 2,804 | 1.01% | 1.05% | 125 | +424 | 1.87% | Q1 2026 | May 19, 2026 |
| Quantinno Capital Management LP | History | Added to | 23,106 | 2,800 | 0.0% | 0.0% | 126 | +18,176 | 368.68% | Q1 2026 | May 15, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 22,655 | 2,745 | 1.42% | 1.53% | 127 | -1,708 | -7.01% | Q1 2026 | May 06, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 22,291 | 2,701 | 0.36% | 0.41% | 128 | -2,525 | -10.17% | Q1 2026 | Apr 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 22,037 | 2,670 | 0.06% | 0.06% | 129 | +16 | 0.07% | Q1 2026 | May 14, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 21,863 | 2,649 | 0.29% | 0.32% | 130 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 21,452 | 2,599 | 0.01% | 0.01% | 131 | -119 | -0.55% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 21,258 | 2,576 | 0.01% | 0.01% | 132 | +195 | 0.93% | Q1 2026 | Apr 24, 2026 |
| BROWN ADVISORY INC | History | Added to | 21,240 | 2,574 | 0.0% | 0.0% | 133 | +14,982 | 239.41% | Q1 2026 | May 15, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 21,175 | 2,566 | 1.7% | 1.65% | 135 | +1,037 | 5.15% | Q1 2026 | Apr 21, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 21,174 | 2,566 | 0.27% | 0.3% | 134 | -200 | -0.94% | Q1 2026 | Apr 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 20,396 | 2,471 | 0.01% | 0.01% | 136 | -1,952 | -8.73% | Q1 2026 | May 08, 2026 |
| BigSur Wealth Management LLC | History | No change | 20,000 | 2,423 | 0.68% | 0.62% | 137 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 19,617 | 2,396 | 0.04% | 0.05% | 138 | -713 | -3.51% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 19,330 | 2,342 | 0.02% | 0.02% | 139 | +104 | 0.54% | Q1 2026 | Apr 27, 2026 |
| Boston Trust Walden Corp | History | No change | 19,003 | 2,302 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Modera Wealth Management, LLC | History | No change | 18,986 | 2,300 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 18,970 | 2,298 | 0.33% | 0.35% | 142 | -129 | -0.68% | Q1 2026 | Apr 15, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 18,877 | 2,287 | 0.22% | 0.23% | 143 | +3 | 0.02% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 18,606 | 2,254 | 0.01% | 0.01% | 144 | +708 | 3.96% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 18,584 | 2,252 | 0.11% | 0.14% | 145 | -1,675 | -8.27% | Q1 2026 | Apr 23, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 18,531 | 2,245 | 1.08% | 1.25% | 146 | -600 | -3.14% | Q1 2026 | Apr 09, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 18,305 | 2,218 | 0.06% | 0.06% | 147 | +235 | 1.3% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 18,053 | 2,187 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 18,001 | 2,181 | 0.0% | 0.0% | 149 | +13,852 | 333.86% | Q1 2026 | May 15, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 17,946 | 2,174 | 0.06% | 0.08% | 150 | -1,645 | -8.4% | Q1 2026 | Apr 14, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 17,809 | 2,158 | 0.28% | 0.27% | 151 | -174 | -0.97% | Q1 2026 | Apr 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 17,678 | 2,142 | 0.02% | 0.02% | 152 | +278 | 1.6% | Q1 2026 | May 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 17,238 | 2,089 | 0.64% | 0.53% | 153 | -1,904 | -9.95% | Q1 2026 | May 12, 2026 |
| Bangor Savings Bank | History | Reduced | 17,200 | 2,084 | 0.17% | 0.26% | 154 | -7,529 | -30.45% | Q1 2026 | Apr 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,314 | 1,992 | 0.02% | 0.02% | 155 | +1,264 | 8.4% | Q1 2026 | Apr 07, 2026 |
| NewEdge Wealth, LLC | History | Added to | 16,431 | 1,991 | 0.02% | 0.02% | 156 | +73 | 0.45% | Q1 2026 | May 13, 2026 |
| VICUS CAPITAL | History | Reduced | 16,264 | 1,971 | 0.14% | 0.16% | 157 | -247 | -1.5% | Q1 2026 | Apr 22, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 16,028 | 1,942 | 0.17% | 0.15% | 158 | -3,302 | -17.08% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Added to | 15,991 | 1,938 | 0.06% | 0.06% | 159 | +657 | 4.28% | Q1 2026 | Apr 06, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 15,555 | 1,885 | 0.15% | 0.15% | 160 | -90 | -0.58% | Q1 2026 | Apr 24, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 15,474 | 1,875 | 1.56% | 1.8% | 161 | -1,302 | -7.76% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | Added to | 15,260 | 1,849 | 0.35% | 0.36% | 162 | +82 | 0.54% | Q1 2026 | Apr 03, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 14,830 | 1,797 | 0.41% | 0.43% | 163 | +94 | 0.64% | Q1 2026 | Apr 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 13,678 | 1,762 | 0.09% | 0.08% | 164 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 14,462 | 1,752 | 0.07% | 0.07% | 165 | +9,525 | 192.93% | Q1 2026 | May 15, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 14,412 | 1,746 | 0.04% | 0.04% | 166 | -146 | -1.0% | Q1 2026 | May 12, 2026 |
| 1015 Capital Partners, LLC | History | No change | 14,380 | 1,742 | 1.69% | 1.82% | 167 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,326 | 1,736 | 0.02% | 0.02% | 169 | +2,809 | 24.39% | Q1 2026 | Apr 20, 2026 |
| Spire Wealth Management | History | Reduced | 14,329 | 1,736 | 0.06% | 0.06% | 168 | -25 | -0.17% | Q1 2026 | Apr 22, 2026 |
| Financial Insights, Inc. | History | Reduced | 14,151 | 1,714 | 0.56% | 0.64% | 170 | -770 | -5.16% | Q1 2026 | May 18, 2026 |
| PFG Advisors | History | Reduced | 13,877 | 1,681 | 0.08% | 0.09% | 171 | -684 | -4.7% | Q1 2026 | May 05, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 13,785 | 1,670 | 0.15% | 0.15% | 172 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 13,742 | 1,665 | 0.01% | 0.01% | 173 | -207 | -1.48% | Q1 2026 | May 11, 2026 |
| HighPoint Advisor Group LLC | History | New | 13,545 | 1,641 | 0.07% | — | 175 | +13,545 | New | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,416 | 1,641 | 0.0% | 0.0% | 174 | -8,579 | -39.0% | Q1 2026 | Apr 08, 2026 |
| Austin Private Wealth, LLC | History | No change | 12,697 | 1,635 | 0.12% | 0.12% | 176 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WoodTrust Financial Corp | History | Added to | 13,192 | 1,599 | 0.21% | 0.15% | 177 | +3,234 | 32.48% | Q1 2026 | May 06, 2026 |
| Savvy Advisors, Inc. | History | Added to | 13,196 | 1,599 | 0.04% | 0.05% | 178 | +1,653 | 14.32% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 13,119 | 1,589 | 0.05% | 0.06% | 179 | -2,912 | -18.16% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 12,308 | 1,585 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Continuum Advisory, LLC | History | Reduced | 13,065 | 1,583 | 0.15% | 0.17% | 181 | -90 | -0.68% | Q1 2026 | Apr 22, 2026 |
| CIBC Bancorp USA Inc. | History | New | 14,343 | 1,581 | 0.0% | — | 182 | +14,343 | New | Q1 2026 | May 12, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 12,942 | 1,568 | 0.22% | 0.23% | 183 | +150 | 1.17% | Q1 2026 | May 14, 2026 |
| POTENTIA WEALTH | History | Added to | 12,502 | 1,515 | 0.58% | 0.55% | 184 | +845 | 7.25% | Q1 2026 | May 11, 2026 |
| Sovran Advisors, LLC | History | Added to | 10,951 | 1,488 | 0.12% | 0.11% | 186 | +1,055 | 10.66% | Q1 2026 | May 01, 2026 |
| WHI TRUST Co LLC | History | No change | 12,280 | 1,488 | 1.12% | 1.22% | 185 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 12,270 | 1,487 | 0.02% | 0.03% | 187 | +797 | 6.95% | Q1 2026 | Apr 22, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 12,173 | 1,475 | 0.1% | 0.11% | 188 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 12,152 | 1,472 | 0.1% | 0.11% | 189 | -269 | -2.17% | Q1 2026 | May 07, 2026 |
| Bensler, LLC | History | Added to | 12,052 | 1,460 | 0.15% | 0.14% | 190 | +1,284 | 11.92% | Q1 2026 | May 01, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 12,000 | 1,454 | 0.27% | 0.27% | 191 | -574 | -4.56% | Q1 2026 | May 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 11,764 | 1,425 | 0.02% | 0.02% | 192 | +1,077 | 10.08% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 11,477 | 1,390 | 0.0% | 0.0% | 193 | -1,394 | -10.83% | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | Added to | 11,434 | 1,385 | 0.02% | 0.02% | 194 | +34 | 0.3% | Q1 2026 | May 15, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 11,290 | 1,379 | 0.23% | 0.24% | 195 | +29 | 0.26% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 11,367 | 1,377 | 0.01% | 0.02% | 196 | +15 | 0.13% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 11,320 | 1,371 | 0.02% | 0.02% | 197 | +1,270 | 12.64% | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 11,292 | 1,368 | 0.06% | 0.07% | 198 | +513 | 4.76% | Q1 2026 | Apr 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 11,267 | 1,365 | 0.06% | 0.06% | 199 | +1,237 | 12.33% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO | History | Reduced | 11,028 | 1,354 | 0.02% | 0.02% | 200 | -2,450 | -18.18% | Q1 2026 | Apr 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 11,104 | 1,345 | 0.01% | 0.01% | 201 | -451 | -3.9% | Q1 2026 | Apr 30, 2026 |
| MA Private Wealth | History | No change | 10,849 | 1,314 | 0.22% | 0.23% | 202 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 10,689 | 1,295 | 0.03% | 0.03% | 203 | -909 | -7.84% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 10,442 | 1,282 | 0.03% | 0.03% | 204 | -210 | -1.97% | Q1 2026 | Apr 28, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 10,252 | 1,242 | 0.24% | 0.27% | 205 | -530 | -4.92% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 10,202 | 1,236 | 0.02% | 0.03% | 206 | -591 | -5.48% | Q1 2026 | Apr 17, 2026 |
| Wealth Advisory Team LLC | History | No change | 9,586 | 1,235 | 1.09% | 1.09% | 207 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 10,106 | 1,224 | 0.02% | 0.02% | 208 | +2,017 | 24.94% | Q1 2026 | May 11, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 9,888 | 1,198 | 0.04% | 0.05% | 209 | -1,152 | -10.43% | Q1 2026 | Apr 14, 2026 |
| Main Street Group, LTD | History | Reduced | 9,714 | 1,177 | 0.35% | 0.44% | 210 | -138 | -1.4% | Q1 2026 | May 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 9,345 | 1,132 | 0.02% | 0.02% | 211 | -755 | -7.48% | Q1 2026 | May 07, 2026 |
| CHILTON INVESTMENT CO INC. | History | New | 9,202 | 1,115 | 0.03% | — | 212 | +9,202 | New | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 9,164 | 1,110 | 0.06% | 0.08% | 213 | -1,072 | -10.47% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 9,107 | 1,103 | 0.01% | 0.02% | 214 | -1,200 | -11.64% | Q1 2026 | Apr 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 9,107 | 1,103 | 0.03% | 0.03% | 215 | +312 | 3.55% | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 9,092 | 1,101 | 0.01% | 0.01% | 216 | +532 | 6.21% | Q1 2026 | May 05, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 9,004 | 1,091 | 0.31% | 0.4% | 217 | -1,864 | -17.15% | Q1 2026 | Apr 17, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 8,943 | 1,083 | 0.3% | 0.33% | 218 | -114 | -1.26% | Q1 2026 | Apr 08, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 8,322 | 1,072 | 0.2% | 0.2% | 219 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 8,782 | 1,064 | 0.48% | 0.53% | 220 | +539 | 6.54% | Q1 2026 | Apr 20, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 8,738 | 1,058 | 0.03% | 0.04% | 221 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| World Investment Advisors | History | Reduced | 8,682 | 1,052 | 0.02% | 0.02% | 222 | -802 | -8.46% | Q1 2026 | Apr 27, 2026 |
| One Capital Management, LLC | History | Reduced | 8,320 | 1,008 | 0.03% | 0.04% | 223 | -717 | -7.93% | Q1 2026 | May 12, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 8,310 | 1,007 | 0.11% | 0.13% | 224 | -235 | -2.75% | Q1 2026 | Apr 21, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 8,237 | 998 | 0.24% | 0.24% | 225 | +375 | 4.77% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 8,218 | 995 | 0.01% | 0.01% | 226 | +575 | 7.52% | Q1 2026 | Apr 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 7,266 | 977 | 0.02% | 0.03% | 227 | +1,806 | 33.08% | Q1 2026 | May 01, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 7,949 | 963 | 0.32% | 0.33% | 228 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 7,793 | 944 | 0.04% | 0.05% | 229 | -140 | -1.76% | Q1 2026 | Apr 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,757 | 940 | 0.01% | 0.01% | 230 | +2,760 | 55.23% | Q1 2026 | May 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 7,735 | 937 | 0.05% | 0.05% | 231 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 7,718 | 935 | 0.01% | 0.01% | 232 | -416 | -5.11% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Added to | 7,541 | 913 | 0.0% | 0.0% | 233 | +74 | 0.99% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Reduced | 7,518 | 911 | 0.01% | 0.01% | 234 | -195 | -2.53% | Q1 2026 | May 05, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 7,510 | 910 | 0.16% | 0.16% | 235 | +322 | 4.48% | Q1 2026 | May 05, 2026 |
| Vontobel Holding Ltd. | History | No change | 7,478 | 906 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 7,408 | 897 | 0.0% | 0.01% | 237 | -165 | -2.18% | Q1 2026 | May 13, 2026 |
| Harfst & Associates, Inc. | History | No change | 7,395 | 896 | 0.16% | 0.17% | 238 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Allred Capital Management, LLC | History | New | 7,372 | 893 | 0.33% | — | 239 | +7,372 | New | Q1 2026 | May 13, 2026 |
| FIRST HORIZON CORP | History | No change | 7,362 | 892 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 7,232 | 876 | 0.24% | 0.27% | 241 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 7,128 | 863 | 0.05% | 0.06% | 242 | +3,346 | 88.47% | Q1 2026 | Apr 22, 2026 |
| AlphaCore Capital LLC | History | Added to | 7,071 | 856 | 0.02% | 0.02% | 243 | +2 | 0.03% | Q1 2026 | May 15, 2026 |
| Hills Bank & Trust Co | History | No change | 6,938 | 840 | 0.04% | 0.05% | 244 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 6,915 | 838 | 0.01% | 0.01% | 245 | -3,438 | -33.21% | Q1 2026 | Apr 27, 2026 |
| Principle Wealth Partners LLC | History | No change | 6,887 | 834 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 6,134 | 825 | 0.36% | 0.35% | 247 | -319 | -4.94% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Added to | 6,755 | 818 | 0.01% | 0.01% | 248 | +277 | 4.28% | Q1 2026 | Apr 16, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | New | 6,693 | 811 | 0.05% | — | 250 | +6,693 | New | Q1 2026 | Apr 17, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 6,692 | 811 | 0.08% | 0.09% | 249 | -673 | -9.14% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 5,888 | 797 | 0.01% | 0.01% | 251 | +125 | 2.17% | Q1 2026 | May 06, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 6,511 | 789 | 0.16% | 0.17% | 252 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sigma Planning Corp | History | Added to | 6,483 | 785 | 0.02% | 0.02% | 253 | +2 | 0.03% | Q1 2026 | May 04, 2026 |
| Halter Ferguson Financial Inc. | History | No change | 6,469 | 783 | 0.17% | 0.18% | 254 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VERITY Wealth Advisors | History | No change | 6,355 | 770 | 0.51% | 0.51% | 255 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 6,302 | 763 | 0.0% | 0.0% | 256 | -197 | -3.03% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 6,273 | 760 | 0.03% | 0.04% | 257 | -23 | -0.37% | Q1 2026 | May 19, 2026 |
| Elyxium Wealth, LLC | History | Reduced | 6,257 | 758 | 0.24% | 0.22% | 258 | -43 | -0.68% | Q1 2026 | May 06, 2026 |
| Midwest Trust Co | History | Added to | 6,214 | 753 | 0.01% | 0.01% | 259 | +339 | 5.77% | Q1 2026 | May 01, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 6,213 | 752 | 0.08% | 0.08% | 260 | +23 | 0.37% | Q1 2026 | Apr 28, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 6,185 | 749 | 0.12% | 0.11% | 262 | +150 | 2.49% | Q1 2026 | May 05, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 6,185 | 749 | 0.19% | 0.21% | 261 | -130 | -2.06% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 6,136 | 743 | 0.03% | 0.03% | 263 | -58 | -0.94% | Q1 2026 | May 06, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 6,101 | 739 | 0.2% | 0.21% | 264 | -39 | -0.64% | Q1 2026 | Apr 16, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 6,086 | 737 | 0.13% | 0.13% | 265 | -5 | -0.08% | Q1 2026 | May 06, 2026 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | History | No change | 6,075 | 736 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| First Pacific Financial | History | Reduced | 6,067 | 735 | 0.09% | 0.11% | 267 | -454 | -6.96% | Q1 2026 | Apr 23, 2026 |
| Fortis Capital Management LLC | History | Added to | 6,034 | 731 | 0.07% | 0.1% | 268 | +15 | 0.25% | Q1 2026 | May 11, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 6,025 | 730 | 0.29% | 0.34% | 269 | -499 | -7.65% | Q1 2026 | May 14, 2026 |
| Keystone Financial Services | History | Reduced | 5,950 | 721 | 0.21% | 0.25% | 270 | -512 | -7.92% | Q1 2026 | May 06, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 5,921 | 717 | 0.09% | 0.1% | 271 | -59 | -0.99% | Q1 2026 | Apr 27, 2026 |
| Prism Advisors, Inc. | History | Added to | 5,902 | 715 | 0.19% | 0.14% | 272 | +1,711 | 40.83% | Q1 2026 | Apr 23, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 5,905 | 715 | 0.15% | 0.17% | 273 | +15 | 0.25% | Q1 2026 | May 05, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 5,840 | 707 | 0.06% | — | 274 | +5,840 | New | Q1 2026 | Apr 08, 2026 |
| Destination Wealth Management | History | Reduced | 5,822 | 705 | 0.02% | 0.02% | 275 | -43 | -0.73% | Q1 2026 | May 15, 2026 |
| Wealth Analytics Partners, LLC | History | Reduced | 5,790 | 701 | 0.28% | 0.3% | 276 | -160 | -2.69% | Q1 2026 | May 15, 2026 |
| Rede Wealth, LLC | History | Reduced | 5,781 | 700 | 0.25% | 0.3% | 277 | -901 | -13.48% | Q1 2026 | Apr 10, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 5,675 | 687 | 0.58% | 0.62% | 278 | +12 | 0.21% | Q1 2026 | Apr 22, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 5,659 | 686 | 0.02% | — | 279 | +5,659 | New | Q1 2026 | May 15, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 5,598 | 678 | 0.35% | 0.34% | 281 | -520 | -8.5% | Q1 2026 | Apr 21, 2026 |
| Montecito Bank & Trust | History | Reduced | 5,598 | 678 | 0.11% | 0.12% | 280 | -200 | -3.45% | Q1 2026 | Apr 16, 2026 |
| Ledyard National Bank | History | Added to | 5,584 | 676 | 0.06% | 0.04% | 282 | +1,960 | 54.08% | Q1 2026 | Apr 24, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 5,500 | 667 | 0.57% | 0.57% | 283 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cadia Private Client LLC | History | Added to | 5,435 | 658 | 0.53% | 0.55% | 284 | +14 | 0.26% | Q1 2026 | May 20, 2026 |
| Brooklyn FI, LLC | History | No change | 5,390 | 653 | 0.14% | 0.15% | 285 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WNY Asset Management, LLC | History | New | 5,367 | 650 | 0.07% | — | 286 | +5,367 | New | Q1 2026 | May 22, 2026 |
| Members Trust Co | History | No change | 5,349 | 648 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 5,330 | 645 | 0.02% | 0.03% | 288 | -518 | -8.86% | Q1 2026 | May 15, 2026 |
| Finley Financial, LLC | History | No change | 5,290 | 641 | 0.3% | 0.31% | 289 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 4,535 | 640 | 0.04% | 0.04% | 290 | +25 | 0.55% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Added to | 5,279 | 639 | 0.02% | 0.02% | 291 | +1,061 | 25.15% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 5,236 | 634 | 0.04% | 0.05% | 292 | -165 | -3.05% | Q1 2026 | Apr 28, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 5,171 | 626 | 0.22% | 0.26% | 293 | -711 | -12.09% | Q1 2026 | May 05, 2026 |
| S.A. Mason LLC | History | Reduced | 5,149 | 624 | 0.23% | 0.27% | 295 | -181 | -3.4% | Q1 2026 | Apr 27, 2026 |
| BURNS J W & CO INC/NY | History | No change | 5,150 | 624 | 0.07% | 0.07% | 294 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 5,093 | 617 | 0.59% | 0.55% | 296 | +814 | 19.02% | Q1 2026 | May 05, 2026 |
| Navigation Group, LLC | History | New | 5,089 | 616 | 0.14% | — | 297 | +5,089 | New | Q1 2026 | May 05, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 5,048 | 611 | 0.01% | 0.01% | 298 | +1,292 | 34.4% | Q1 2026 | Apr 21, 2026 |
| EQ LLC | History | Added to | 4,991 | 604 | 0.17% | 0.17% | 299 | +507 | 11.31% | Q1 2026 | May 06, 2026 |
| WealthShield Partners, LLC | History | Reduced | 4,973 | 602 | 0.07% | 0.07% | 300 | -213 | -4.11% | Q1 2026 | May 01, 2026 |