iSHARES TRUST - EAGG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 22,467,535 | 1,068,331 | 0.08% | 0.07% | 1 | +2,746,085 | 13.92% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 8,920,282 | 423,178 | 0.03% | 0.02% | 2 | +763,671 | 9.36% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,403,448 | 209,383 | 0.06% | 0.05% | 3 | +780,647 | 21.55% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,828,027 | 182,022 | 0.27% | 0.22% | 4 | +864,651 | 29.18% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 2,798,226 | 133,055 | 0.04% | 0.03% | 5 | +688,351 | 32.63% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,296,552 | 109,201 | 0.07% | 0.07% | 6 | +76,680 | 3.45% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,883,908 | 89,579 | 0.01% | 0.01% | 7 | +172,025 | 10.05% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,872,348 | 89,030 | 0.01% | 0.01% | 8 | -104,022 | -5.26% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 1,766,886 | 84,015 | 0.0% | 0.0% | 9 | +240,246 | 15.74% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Added to | 1,659,986 | 78,932 | 0.15% | 0.15% | 10 | +11,665 | 0.71% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,484,669 | 70,596 | 0.02% | 0.02% | 11 | -13,584 | -0.91% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 895,934 | 42,601 | 0.06% | 0.05% | 12 | +135,168 | 17.77% | Q1 2026 | Apr 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 844,212 | 40,142 | 0.22% | 0.12% | 13 | +107,495 | 14.59% | Q1 2026 | Apr 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 823,406 | 39,152 | 0.01% | 0.01% | 14 | +207,351 | 33.66% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 741,297 | 35,252 | 0.01% | 0.01% | 15 | +27,073 | 3.79% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 700,129 | 33,291 | 0.02% | 0.02% | 16 | +110,242 | 18.69% | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 668,211 | 31,773 | 0.03% | 0.03% | 17 | +29,429 | 4.61% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 657,769 | 31,276 | 0.25% | 0.25% | 18 | -10,933 | -1.63% | Q1 2026 | May 01, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 651,418 | 30,974 | 0.79% | 0.8% | 19 | +5,075 | 0.79% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 544,260 | 25,879 | 0.0% | 0.0% | 20 | -1,479 | -0.27% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 532,001 | 25,296 | 0.07% | 0.06% | 21 | +41,183 | 8.39% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 526,625 | 25,041 | 0.03% | 0.03% | 22 | +48,017 | 10.03% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Added to | 502,181 | 23,878 | 0.33% | 0.33% | 23 | +26,938 | 5.67% | Q1 2026 | Apr 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 497,773 | 23,024 | 0.05% | 0.04% | 24 | -73,231 | -12.82% | Q1 2026 | Apr 08, 2026 |
| Allworth Financial LP | History | Added to | 480,784 | 22,861 | 0.09% | 0.09% | 25 | +33,167 | 7.41% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 468,577 | 22,280 | 0.08% | 0.13% | 26 | -360,378 | -43.47% | Q1 2026 | May 12, 2026 |
| Olde Wealth Management, LLC | History | Added to | 460,742 | 21,908 | 6.93% | 6.46% | 27 | +21,907 | 4.99% | Q1 2026 | May 12, 2026 |
| Destination Wealth Management | History | Added to | 455,014 | 21,635 | 0.56% | 0.54% | 28 | +20,339 | 4.68% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 398,736 | 18,959 | 0.0% | 0.0% | 29 | +68,356 | 20.69% | Q1 2026 | May 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 390,986 | 18,591 | 0.2% | 0.2% | 30 | +15,140 | 4.03% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 389,953 | 18,542 | 0.07% | 0.13% | 31 | -386,239 | -49.76% | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | Added to | 378,331 | 17,989 | 0.03% | 0.03% | 32 | +28,669 | 8.2% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 367,909 | 17,494 | 0.08% | 0.09% | 33 | +38,969 | 11.85% | Q1 2026 | May 04, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 360,183 | 17,126 | 0.23% | — | 34 | +360,183 | New | Q1 2026 | May 01, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 360,124 | 17,123 | 0.0% | 0.0% | 35 | +8,180 | 2.32% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 346,349 | 16,468 | 0.02% | 0.02% | 36 | +4,494 | 1.31% | Q1 2026 | Apr 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 336,359 | 15,990 | 0.03% | 0.03% | 37 | +12,408 | 3.83% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Added to | 334,105 | 15,886 | 0.02% | 0.02% | 38 | +55,051 | 19.73% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 302,401 | 14,379 | 0.06% | 0.05% | 39 | +18,667 | 6.58% | Q1 2026 | May 11, 2026 |
| Accredited Investors Inc. | History | Added to | 287,506 | 13,670 | 0.74% | 0.63% | 40 | +37,706 | 15.09% | Q1 2026 | Apr 30, 2026 |
| FMR LLC | History | Added to | 283,644 | 13,487 | 0.0% | 0.0% | 41 | +18,002 | 6.78% | Q1 2026 | May 15, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Added to | 278,642 | 13,249 | 1.83% | 1.73% | 42 | +9,388 | 3.49% | Q1 2026 | May 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 239,827 | 11,404 | 0.09% | 0.07% | 43 | +56,110 | 30.54% | Q1 2026 | Apr 07, 2026 |
| Facet Wealth, Inc. | History | Added to | 233,009 | 11,079 | 0.19% | 0.19% | 44 | +9,601 | 4.3% | Q1 2026 | May 07, 2026 |
| MATHER GROUP, LLC. | History | Added to | 231,886 | 11,026 | 0.11% | 0.11% | 45 | +7,728 | 3.45% | Q1 2026 | Apr 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 229,983 | 10,935 | 0.02% | 0.02% | 46 | +4,981 | 2.21% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Added to | 227,792 | 10,831 | 0.3% | 0.3% | 47 | +743 | 0.33% | Q1 2026 | Apr 21, 2026 |
| Apella Capital, LLC | History | Added to | 225,921 | 10,808 | 0.16% | 0.2% | 48 | +10,139 | 4.7% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 223,528 | 10,629 | 0.03% | 0.03% | 49 | +18,840 | 9.2% | Q1 2026 | Apr 30, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 223,087 | 10,607 | 7.88% | 7.94% | 50 | +2,350 | 1.06% | Q1 2026 | Apr 20, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 209,264 | 9,950 | 0.33% | 0.31% | 51 | +23,864 | 12.87% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 201,623 | 9,587 | 0.05% | 0.04% | 52 | +78,971 | 64.39% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 192,218 | 9,139 | 0.03% | 0.02% | 53 | +24,779 | 14.8% | Q1 2026 | May 04, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 190,950 | 9,079 | 0.13% | 0.14% | 54 | +3,400 | 1.81% | Q1 2026 | Apr 09, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 187,857 | 8,932 | 1.25% | 1.25% | 55 | -1,136 | -0.6% | Q1 2026 | Apr 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 177,428 | 8,436 | 0.0% | 0.0% | 56 | +16,755 | 10.43% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 173,157 | 8,233 | 0.0% | 0.0% | 57 | +9,287 | 5.67% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 171,989 | 8,178 | 0.02% | 0.01% | 58 | +28,147 | 19.57% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 170,469 | 8,105 | 0.01% | 0.0% | 59 | +96,176 | 129.45% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 164,153 | 7,748 | 0.0% | 0.0% | 60 | +31,177 | 23.45% | Q1 2026 | May 15, 2026 |
| eCIO, Inc. | History | Added to | 151,322 | 7,195 | 3.16% | 2.98% | 61 | +17,462 | 13.04% | Q1 2026 | Apr 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 143,177 | 6,808 | 0.01% | 0.01% | 62 | -1,488 | -1.03% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 140,772 | 6,693 | 0.01% | 0.01% | 63 | +1,850 | 1.33% | Q1 2026 | May 05, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 140,648 | 6,687 | 1.38% | 1.37% | 64 | +6,704 | 5.01% | Q1 2026 | Apr 30, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 138,765 | 6,598 | 2.55% | 2.57% | 65 | -279 | -0.2% | Q1 2026 | Apr 29, 2026 |
| One Wealth Advisors, LLC | History | Added to | 137,597 | 6,542 | 0.81% | 0.7% | 66 | +18,072 | 15.12% | Q1 2026 | Apr 21, 2026 |
| Archer Investment Management, LLC | History | Added to | 136,477 | 6,489 | 2.73% | 0.66% | 67 | +110,634 | 428.1% | Q1 2026 | Apr 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 134,911 | 6,415 | 0.18% | 0.15% | 68 | +15,757 | 13.22% | Q1 2026 | Apr 28, 2026 |
| NEPC LLC | History | Added to | 130,692 | 6,214 | 0.12% | 0.08% | 69 | +52,235 | 66.58% | Q1 2026 | May 15, 2026 |
| rebel Financial LLC | History | Added to | 130,444 | 6,202 | 2.69% | 2.64% | 70 | +1,297 | 1.0% | Q1 2026 | Apr 24, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 129,290 | 6,147 | 0.74% | 0.79% | 71 | +237 | 0.18% | Q1 2026 | Apr 24, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 129,040 | 6,135 | 0.01% | 0.01% | 72 | -158 | -0.12% | Q1 2026 | May 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 124,172 | 5,904 | 0.19% | 0.1% | 73 | +7,772 | 6.68% | Q1 2026 | Apr 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 123,043 | 5,850 | 0.0% | 0.0% | 74 | +15,295 | 14.2% | Q1 2026 | May 04, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 119,007 | 5,658 | 4.68% | 4.65% | 75 | +11,160 | 10.35% | Q1 2026 | Apr 22, 2026 |
| Rossby Financial, LCC | History | Added to | 119,307 | 5,656 | 1.16% | 0.92% | 76 | +57,074 | 91.71% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 117,527 | 5,588 | 0.05% | 0.04% | 77 | +32,411 | 38.08% | Q1 2026 | May 08, 2026 |
| Shira Ridge Wealth Management | History | Added to | 116,463 | 5,537 | 2.19% | 1.64% | 78 | +31,151 | 36.51% | Q1 2026 | Apr 13, 2026 |
| Wealth Architects, LLC | History | Added to | 116,374 | 5,533 | 0.49% | 0.45% | 79 | +12,936 | 12.51% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 116,063 | 5,519 | 0.01% | 0.01% | 80 | -21,841 | -15.84% | Q1 2026 | May 15, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 109,613 | 5,212 | 1.45% | 1.32% | 81 | +11,642 | 11.88% | Q1 2026 | Apr 08, 2026 |
| Brio Consultants, LLC | History | Added to | 104,916 | 4,962 | 0.61% | 0.55% | 82 | +16,045 | 18.05% | Q1 2026 | May 06, 2026 |
| World Investment Advisors | History | Reduced | 100,658 | 4,786 | 0.08% | 0.08% | 83 | -8,358 | -7.67% | Q1 2026 | Apr 27, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 94,367 | 4,487 | 2.93% | 2.52% | 84 | +11,894 | 14.42% | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 93,593 | 4,478 | 0.15% | 0.15% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 91,598 | 4,382 | 0.03% | 0.03% | 86 | +9,900 | 12.12% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 91,601 | 4,355 | 0.07% | 0.07% | 87 | +3,959 | 4.52% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 89,146 | 4,239 | 0.01% | 0.01% | 88 | +17,120 | 23.77% | Q1 2026 | Apr 22, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 88,885 | 4,234 | 0.58% | 0.61% | 89 | +3,828 | 4.5% | Q1 2026 | Apr 28, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 85,473 | 4,064 | 0.93% | 1.0% | 90 | -4,821 | -5.34% | Q1 2026 | Apr 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 82,599 | 3,927 | 0.02% | 0.02% | 91 | +13,666 | 19.83% | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | Added to | 79,259 | 3,768 | 0.51% | 0.43% | 92 | +9,020 | 12.84% | Q1 2026 | Apr 08, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 77,403 | 3,680 | 0.54% | 0.57% | 93 | -102 | -0.13% | Q1 2026 | Apr 16, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 76,527 | 3,661 | 0.69% | 0.69% | 94 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 76,875 | 3,655 | 0.03% | 0.03% | 95 | -1,185 | -1.52% | Q1 2026 | May 13, 2026 |
| JNBA Financial Advisors | History | Added to | 76,619 | 3,643 | 0.3% | 0.31% | 96 | +2,999 | 4.07% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 72,109 | 3,428 | 0.0% | 0.0% | 97 | -756 | -1.04% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 71,971 | 3,422 | 0.02% | 0.02% | 98 | -15,972 | -18.16% | Q1 2026 | May 14, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 69,821 | 3,319 | 0.26% | 0.27% | 99 | -4,745 | -6.36% | Q1 2026 | Apr 24, 2026 |
| Trilogy Capital Inc. | History | Added to | 68,527 | 3,258 | 0.14% | 0.14% | 100 | +5,345 | 8.46% | Q1 2026 | Apr 21, 2026 |
| Global Endowment Management, LP | History | Added to | 68,254 | 3,245 | 0.36% | 0.3% | 101 | +18,580 | 37.4% | Q1 2026 | May 14, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 67,318 | 3,200 | 0.39% | 0.39% | 102 | +137 | 0.2% | Q1 2026 | Apr 10, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 67,086 | 3,189 | 1.22% | 1.18% | 103 | +575 | 0.86% | Q1 2026 | Apr 24, 2026 |
| Neumann Capital Management, LLC | History | Added to | 66,870 | 3,179 | 0.94% | 0.89% | 104 | +2,370 | 3.67% | Q1 2026 | Apr 13, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 64,926 | 3,087 | 1.17% | 1.12% | 105 | +1,678 | 2.65% | Q1 2026 | May 14, 2026 |
| Alpine Bank Wealth Management | History | Added to | 63,991 | 3,042 | 0.44% | 0.39% | 106 | +5,881 | 10.12% | Q1 2026 | Apr 21, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 63,942 | 3,040 | 2.41% | 2.27% | 107 | +4,850 | 8.21% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 63,324 | 3,011 | 0.02% | 0.02% | 108 | +4,637 | 7.9% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 63,098 | 3,000 | 0.0% | 0.0% | 109 | +3,559 | 5.98% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 62,601 | 2,976 | 0.09% | 0.09% | 110 | +2,632 | 4.39% | Q1 2026 | Apr 08, 2026 |
| Riverwater Partners LLC | History | New | 62,083 | 2,952 | 0.98% | — | 111 | +62,083 | New | Q1 2026 | May 07, 2026 |
| Foster Group, Inc. | History | Added to | 61,936 | 2,945 | 0.09% | 0.09% | 112 | +1,816 | 3.02% | Q1 2026 | Apr 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 61,842 | 2,940 | 0.01% | 0.01% | 113 | +687 | 1.12% | Q1 2026 | May 14, 2026 |
| Plum Street Advisors, LLC | History | Added to | 61,015 | 2,901 | 1.0% | 1.04% | 114 | +161 | 0.26% | Q1 2026 | May 14, 2026 |
| Omega Financial Group, LLC | History | Added to | 60,275 | 2,866 | 0.93% | 0.94% | 115 | +714 | 1.2% | Q1 2026 | May 12, 2026 |
| Sensenig Capital Advisors, Inc | History | Reduced | 58,652 | 2,788 | 2.86% | 3.24% | 116 | -7,964 | -11.96% | Q1 2026 | Apr 14, 2026 |
| Diversified Enterprises, LLC | History | Added to | 56,641 | 2,693 | 0.15% | 0.15% | 117 | +4,229 | 8.07% | Q1 2026 | May 14, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 54,748 | 2,603 | 1.83% | 1.85% | 118 | +372 | 0.68% | Q1 2026 | May 13, 2026 |
| Eley Financial Management, Inc | History | Reduced | 54,409 | 2,587 | 0.93% | 0.94% | 119 | -180 | -0.33% | Q1 2026 | May 19, 2026 |
| Corient Private Wealth LLC | History | Reduced | 53,774 | 2,556 | 0.0% | 0.0% | 120 | -858 | -1.57% | Q1 2026 | May 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 53,178 | 2,528 | 0.15% | 0.16% | 121 | -7,179 | -11.89% | Q1 2026 | Apr 20, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Reduced | 53,041 | 2,522 | 5.67% | 5.48% | 122 | -263 | -0.49% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 53,191 | 2,521 | 0.02% | 0.03% | 123 | +3,426 | 6.88% | Q1 2026 | Apr 07, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 52,946 | 2,517 | 0.19% | 0.16% | 124 | +8,929 | 20.29% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Added to | 52,675 | 2,504 | 0.02% | 0.01% | 125 | +20,242 | 62.41% | Q1 2026 | Apr 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 52,608 | 2,501 | 0.05% | 0.04% | 126 | +5,727 | 12.22% | Q1 2026 | Apr 10, 2026 |
| GeoWealth Management, LLC | History | Added to | 51,886 | 2,467 | 0.09% | 0.08% | 127 | +5,936 | 12.92% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Added to | 51,658 | 2,456 | 0.07% | 0.07% | 128 | +85 | 0.16% | Q1 2026 | Apr 06, 2026 |
| Brookstone Capital Management | History | Added to | 50,978 | 2,424 | 0.03% | 0.02% | 129 | +7,681 | 17.74% | Q1 2026 | Apr 16, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 50,943 | 2,422 | 0.03% | 0.03% | 130 | -4 | -0.01% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 49,317 | 2,345 | 0.02% | 0.01% | 131 | +25,938 | 110.95% | Q1 2026 | May 15, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 48,725 | 2,316 | 1.0% | 1.57% | 132 | -32,189 | -39.78% | Q1 2026 | Apr 28, 2026 |
| Brewster Financial Planning LLC | History | Reduced | 48,632 | 2,312 | 1.4% | 1.43% | 133 | -150 | -0.31% | Q1 2026 | May 04, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Added to | 48,262 | 2,294 | 0.3% | 0.28% | 134 | +1,480 | 3.16% | Q1 2026 | May 07, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 48,094 | 2,286 | 0.95% | 0.84% | 135 | +4,173 | 9.5% | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 46,267 | 2,200 | 0.0% | 0.0% | 136 | +321 | 0.7% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 45,612 | 2,168 | 0.04% | 0.04% | 137 | +4,515 | 10.99% | Q1 2026 | May 14, 2026 |
| SOFI WEALTH, LLC | History | Added to | 45,186 | 2,148 | 0.1% | 0.08% | 138 | +10,553 | 30.47% | Q1 2026 | May 05, 2026 |
| Invera Wealth Advisors, LLC | History | Added to | 44,651 | 2,123 | 1.36% | 1.28% | 139 | +2,180 | 5.13% | Q1 2026 | Apr 22, 2026 |
| ASPIRIANT, LLC | History | Reduced | 44,646 | 2,122 | 0.06% | 0.06% | 140 | -1,348 | -2.93% | Q1 2026 | May 12, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 44,457 | 2,113 | 0.14% | 0.15% | 141 | +92 | 0.21% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 43,747 | 2,106 | 0.01% | 0.01% | 142 | +8,552 | 24.3% | Q1 2026 | May 15, 2026 |
| Financial Planning Fort Collins, LLC | History | Added to | 43,825 | 2,091 | 1.57% | 1.68% | 143 | +3,734 | 9.31% | Q1 2026 | Apr 27, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 43,460 | 2,066 | 0.22% | 0.23% | 144 | -1,835 | -4.05% | Q1 2026 | May 04, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 42,988 | 2,044 | 1.5% | 1.4% | 145 | +1,790 | 4.34% | Q1 2026 | Apr 16, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 42,471 | 2,019 | 1.68% | 1.34% | 146 | +8,679 | 25.68% | Q1 2026 | May 14, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 42,297 | 2,011 | 0.05% | 0.05% | 147 | +594 | 1.42% | Q1 2026 | May 12, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 42,310 | 2,011 | 0.24% | 0.23% | 148 | +181 | 0.43% | Q1 2026 | May 14, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 41,596 | 1,977 | 1.05% | 0.99% | 149 | +4,304 | 11.54% | Q1 2026 | Apr 23, 2026 |
| One Day In July LLC | History | Added to | 41,450 | 1,970 | 0.16% | 0.14% | 150 | +5,384 | 14.93% | Q1 2026 | May 05, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 40,665 | 1,933 | 0.44% | 0.44% | 151 | +717 | 1.79% | Q1 2026 | Apr 28, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 40,545 | 1,927 | 1.03% | 1.02% | 152 | +2,169 | 5.65% | Q1 2026 | May 01, 2026 |
| Gradient Investments LLC | History | Added to | 40,516 | 1,926 | 0.03% | 0.03% | 153 | +338 | 0.84% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Wealth | History | Added to | 39,837 | 1,894 | 0.0% | 0.0% | 154 | +4,323 | 12.17% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 39,515 | 1,878 | 0.01% | 0.01% | 155 | -423 | -1.06% | Q1 2026 | May 12, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 38,684 | 1,839 | 0.05% | 1.07% | 156 | -714,129 | -94.86% | Q1 2026 | Apr 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 37,515 | 1,783 | 0.01% | 0.01% | 157 | +3,224 | 9.4% | Q1 2026 | May 05, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 36,902 | 1,754 | 0.15% | 0.16% | 158 | -846 | -2.24% | Q1 2026 | May 12, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 35,924 | 1,708 | 0.35% | 0.3% | 159 | +3,980 | 12.46% | Q1 2026 | Apr 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 35,905 | 1,707 | 0.52% | 0.35% | 160 | +2,050 | 6.06% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 35,460 | 1,686 | 0.03% | 0.03% | 161 | +8,470 | 31.38% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 34,171 | 1,624 | 0.06% | 0.04% | 162 | +25,898 | 313.04% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 33,843 | 1,603 | 0.02% | 0.02% | 163 | -470 | -1.37% | Q1 2026 | May 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 33,607 | 1,598 | 0.02% | 0.02% | 164 | +5,223 | 18.4% | Q1 2026 | May 01, 2026 |
| Bogart Wealth, LLC | History | Reduced | 33,463 | 1,591 | 0.06% | 0.08% | 165 | -7,782 | -18.87% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 32,193 | 1,530 | 0.01% | 0.01% | 166 | +2,059 | 6.83% | Q1 2026 | Apr 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 30,371 | 1,444 | 0.03% | 0.03% | 167 | +349 | 1.16% | Q1 2026 | May 15, 2026 |
| Summit Wealth Group, LLC | History | Added to | 29,992 | 1,426 | 0.33% | 0.33% | 168 | +27 | 0.09% | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 29,927 | 1,423 | 0.01% | 0.01% | 169 | -411 | -1.35% | Q1 2026 | Apr 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 29,268 | 1,391 | 0.02% | 0.01% | 170 | +3,671 | 14.34% | Q1 2026 | Apr 20, 2026 |
| Independent Advisor Alliance | History | New | 28,643 | 1,361 | 0.01% | — | 171 | +28,643 | New | Q1 2026 | May 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 28,056 | 1,334 | 0.02% | 0.01% | 172 | +11,267 | 67.11% | Q1 2026 | May 11, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 27,138 | 1,290 | 0.08% | 0.07% | 174 | +3,279 | 13.74% | Q1 2026 | Apr 20, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 27,150 | 1,290 | 0.0% | 0.0% | 173 | -3,150 | -10.4% | Q1 2026 | Apr 30, 2026 |
| Heartland Bank & Trust Co | History | Added to | 26,858 | 1,277 | 0.29% | 0.37% | 175 | +8,392 | 45.45% | Q1 2026 | May 06, 2026 |
| Savvy Advisors, Inc. | History | Added to | 26,788 | 1,273 | 0.03% | 0.04% | 176 | +342 | 1.29% | Q1 2026 | May 11, 2026 |
| Truepoint, Inc. | History | Added to | 26,519 | 1,260 | 0.03% | 0.03% | 177 | +60 | 0.23% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 24,669 | 1,173 | 0.0% | 0.0% | 178 | +16,094 | 187.69% | Q1 2026 | May 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 24,570 | 1,168 | 0.11% | 0.12% | 179 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 24,473 | 1,163 | 0.06% | 0.06% | 180 | -494 | -1.98% | Q1 2026 | Apr 23, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 24,385 | 1,159 | 0.46% | 0.43% | 181 | -124 | -0.51% | Q1 2026 | Apr 17, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 24,271 | 1,154 | 0.54% | 0.53% | 182 | -176 | -0.72% | Q1 2026 | May 08, 2026 |
| KilterHowling LLC | History | Added to | 23,709 | 1,127 | 0.57% | 0.42% | 183 | +6,338 | 36.49% | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | Reduced | 23,478 | 1,116 | 0.05% | 0.06% | 184 | -3,254 | -12.17% | Q1 2026 | May 05, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 23,329 | 1,109 | 0.08% | 0.08% | 185 | +438 | 1.91% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 23,192 | 1,109 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 23,269 | 1,106 | 0.03% | 0.04% | 187 | +3,071 | 15.2% | Q1 2026 | May 15, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 22,838 | 1,085 | 0.38% | 0.33% | 188 | +2,672 | 13.25% | Q1 2026 | May 05, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 22,757 | 1,082 | 0.43% | 0.39% | 189 | +2,506 | 12.37% | Q1 2026 | May 14, 2026 |
| Falcon Wealth Planning | History | Added to | 21,896 | 1,041 | 0.07% | 0.08% | 190 | +1,590 | 7.83% | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 21,675 | 1,030 | 0.0% | 0.0% | 191 | +2,782 | 14.73% | Q1 2026 | Apr 24, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 21,319 | 1,013 | 0.04% | 0.04% | 192 | -480 | -2.2% | Q1 2026 | Apr 14, 2026 |
| ANB BANK | History | Added to | 21,132 | 1,004 | 0.41% | 0.33% | 193 | +3,756 | 21.62% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 21,087 | 1,002 | 0.01% | 0.01% | 194 | +523 | 2.54% | Q1 2026 | May 06, 2026 |
| Pictet Asset Management Holding SA | History | No change | 21,016 | 999 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Symmetry Partners, LLC | History | Added to | 20,980 | 997 | 0.06% | 0.06% | 196 | +163 | 0.78% | Q1 2026 | Apr 27, 2026 |
| Wealthspire Retirement, LLC | History | No change | 20,890 | 993 | 0.06% | 0.06% | 197 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RCS Financial Planning, LLC | History | Added to | 20,532 | 976 | 0.51% | 0.37% | 198 | +2,411 | 13.31% | Q1 2026 | Apr 21, 2026 |
| SPINNAKER TRUST | History | Added to | 20,138 | 957 | 0.05% | 0.05% | 199 | +2,268 | 12.69% | Q1 2026 | Apr 23, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 20,097 | 955 | 0.41% | 0.42% | 200 | +542 | 2.77% | Q1 2026 | May 01, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 18,998 | 903 | 0.04% | 0.03% | 201 | +1,052 | 5.86% | Q1 2026 | May 14, 2026 |
| Sonoma Allocations LLC | History | Added to | 18,963 | 900 | 0.31% | 0.2% | 203 | +6,498 | 52.13% | Q1 2026 | May 19, 2026 |
| AlTi Global, Inc. | History | No change | 18,945 | 900 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 18,809 | 894 | 0.06% | 0.04% | 204 | +6,759 | 56.09% | Q1 2026 | May 21, 2026 |
| RFG Advisory, LLC | History | Added to | 18,452 | 877 | 0.02% | 0.01% | 205 | +2,820 | 18.04% | Q1 2026 | Apr 17, 2026 |
| GenTrust, LLC | History | Reduced | 18,420 | 875 | 0.04% | 0.07% | 206 | -15,890 | -46.31% | Q1 2026 | Apr 27, 2026 |
| Crestwood Advisors Group, LLC | History | New | 18,253 | 867 | 0.01% | — | 207 | +18,253 | New | Q1 2026 | May 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 18,144 | 862 | 0.0% | 0.0% | 208 | +642 | 3.67% | Q1 2026 | Apr 15, 2026 |
| Capital Analysts, LLC | History | Added to | 17,914 | 852 | 0.02% | 0.02% | 209 | +3,861 | 27.47% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 17,738 | 841 | 0.01% | 0.03% | 210 | +5,612 | 46.28% | Q1 2026 | May 01, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 17,390 | 826 | 0.05% | 0.05% | 211 | -1,441 | -7.65% | Q1 2026 | May 11, 2026 |
| BARINGS LLC | History | No change | 17,310 | 823 | 0.01% | 0.02% | 212 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 17,055 | 810 | 0.14% | 0.15% | 213 | -754 | -4.23% | Q1 2026 | May 05, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 16,929 | 804 | 0.21% | 0.22% | 214 | -55 | -0.32% | Q1 2026 | Apr 16, 2026 |
| Compound Planning, Inc. | History | Added to | 16,889 | 803 | 0.02% | 0.02% | 215 | +303 | 1.83% | Q1 2026 | May 14, 2026 |
| BLB&B Advisors, LLC | History | Added to | 16,742 | 796 | 0.03% | 0.03% | 216 | +640 | 3.97% | Q1 2026 | Apr 28, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 16,704 | 794 | 0.04% | 0.05% | 217 | +8,695 | 108.57% | Q1 2026 | Apr 22, 2026 |
| Trust Co | History | Reduced | 16,515 | 785 | 0.07% | 0.08% | 218 | -420 | -2.48% | Q1 2026 | Apr 13, 2026 |
| Mason & Associates Inc | History | Added to | 16,499 | 782 | 0.15% | 0.15% | 219 | +94 | 0.57% | Q1 2026 | Apr 30, 2026 |
| Friedenthal Financial | History | Added to | 16,388 | 779 | 0.39% | 0.4% | 220 | +277 | 1.72% | Q1 2026 | Apr 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 16,400 | 779 | 0.09% | 0.1% | 221 | +201 | 1.24% | Q1 2026 | Apr 08, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 16,178 | 769 | 0.22% | 0.09% | 222 | +9,906 | 157.94% | Q1 2026 | May 14, 2026 |
| PENINSULA ASSET MANAGEMENT INC | History | Added to | 16,100 | 765 | 0.39% | 0.39% | 223 | +400 | 2.55% | Q1 2026 | May 05, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 16,043 | 762 | 0.13% | 0.14% | 224 | +101 | 0.63% | Q1 2026 | Apr 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 15,985 | 760 | 0.0% | — | 225 | +15,985 | New | Q1 2026 | May 13, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 15,905 | 756 | 0.02% | 0.02% | 226 | +620 | 4.06% | Q1 2026 | Apr 24, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 15,893 | 755 | 0.41% | 0.42% | 227 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 15,820 | 752 | 0.0% | 0.0% | 228 | +212 | 1.36% | Q1 2026 | May 05, 2026 |
| APS Management Group, Inc. | History | Added to | 15,706 | 746 | 0.64% | 0.62% | 229 | +543 | 3.58% | Q1 2026 | Apr 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 15,646 | 743 | 0.01% | 0.01% | 230 | +611 | 4.06% | Q1 2026 | Apr 20, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 15,430 | 733 | 0.33% | 0.31% | 231 | -246 | -1.57% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 15,381 | 731 | 0.01% | 0.02% | 232 | -3,161 | -17.05% | Q1 2026 | May 07, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 15,366 | 730 | 0.03% | 0.03% | 233 | +495 | 3.33% | Q1 2026 | Apr 09, 2026 |
| COMMERCE BANK | History | Added to | 15,225 | 723 | 0.0% | 0.0% | 234 | +390 | 2.63% | Q1 2026 | May 11, 2026 |
| FinArc Investments, Inc. | History | New | 15,140 | 719 | 0.69% | — | 235 | +15,140 | New | Q1 2026 | May 20, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 15,010 | 713 | 0.01% | 0.01% | 236 | +152 | 1.02% | Q1 2026 | May 11, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 14,862 | 706 | 0.05% | 0.05% | 237 | +167 | 1.14% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 14,841 | 705 | 0.02% | 0.02% | 238 | +724 | 5.13% | Q1 2026 | May 13, 2026 |
| Greenspring Advisors, LLC | History | Added to | 14,701 | 699 | 0.04% | 0.04% | 239 | +27 | 0.18% | Q1 2026 | May 04, 2026 |
| Painted Porch Advisors LLC | History | No change | 14,705 | 699 | 0.33% | 0.28% | 240 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 14,546 | 691 | 0.07% | 0.09% | 241 | +200 | 1.39% | Q1 2026 | Apr 23, 2026 |
| UMB Bank, n.a. | History | No change | 14,497 | 689 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 14,053 | 668 | 0.2% | 0.16% | 243 | +2,533 | 21.99% | Q1 2026 | Apr 20, 2026 |
| Traveka Wealth, LLC | History | Added to | 13,902 | 661 | 0.25% | 0.23% | 244 | +1,940 | 16.22% | Q1 2026 | Apr 22, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 13,855 | 658 | 0.07% | 0.03% | 245 | +8,334 | 150.95% | Q1 2026 | May 07, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 13,755 | 654 | 0.03% | 0.03% | 246 | +29 | 0.21% | Q1 2026 | Apr 21, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 13,152 | 624 | 0.02% | 0.01% | 247 | +470 | 3.71% | Q1 2026 | Apr 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 12,839 | 610 | 0.08% | 0.08% | 248 | +1,235 | 10.64% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 12,817 | 609 | 0.01% | 0.01% | 249 | +646 | 5.31% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 12,768 | 607 | 0.01% | 0.01% | 250 | +1,833 | 16.76% | Q1 2026 | May 05, 2026 |
| Orin Green Financial, LLC | History | Added to | 12,744 | 605 | 0.25% | 0.19% | 251 | +2,950 | 30.12% | Q1 2026 | Apr 29, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 12,621 | 600 | 0.01% | 0.02% | 252 | -8,798 | -41.08% | Q1 2026 | Apr 27, 2026 |
| TRUEFG, LLC | History | Reduced | 12,622 | 600 | 0.16% | 0.16% | 253 | -109 | -0.86% | Q1 2026 | Apr 22, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 12,616 | 599 | 0.0% | 0.01% | 254 | -11,800 | -48.33% | Q1 2026 | Apr 22, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 12,558 | 597 | 0.07% | 0.06% | 255 | +202 | 1.63% | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,543 | 596 | 0.01% | 0.02% | 256 | -17,723 | -58.56% | Q1 2026 | May 15, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 12,501 | 594 | 0.62% | 0.69% | 257 | -1,443 | -10.35% | Q1 2026 | Apr 23, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 12,435 | 591 | 0.12% | 0.11% | 258 | +467 | 3.9% | Q1 2026 | May 05, 2026 |
| Hilltop Partners LLC | History | Added to | 12,319 | 585 | 0.15% | 0.15% | 260 | +255 | 2.11% | Q1 2026 | May 12, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 12,315 | 585 | 0.1% | 0.11% | 259 | +66 | 0.54% | Q1 2026 | Apr 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 12,221 | 581 | 0.03% | 0.04% | 261 | -458 | -3.61% | Q1 2026 | Apr 16, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 12,214 | 580 | 0.05% | 0.05% | 263 | +99 | 0.82% | Q1 2026 | May 14, 2026 |
| Austin Private Wealth, LLC | History | No change | 12,136 | 580 | 0.04% | 0.04% | 262 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 11,934 | 567 | 0.1% | 0.1% | 264 | -8 | -0.07% | Q1 2026 | May 04, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 11,843 | 563 | 0.06% | 0.03% | 265 | +6,043 | 104.19% | Q1 2026 | May 14, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 11,700 | 556 | 0.12% | 0.08% | 266 | +3,605 | 44.53% | Q1 2026 | May 08, 2026 |
| JB Capital LLC | History | Added to | 11,556 | 549 | 0.02% | 0.02% | 267 | +911 | 8.56% | Q1 2026 | Apr 27, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 11,532 | 548 | 0.06% | 0.06% | 268 | -652 | -5.35% | Q1 2026 | Apr 22, 2026 |
| Bangor Savings Bank | History | Added to | 11,497 | 546 | 0.04% | 0.03% | 269 | +3,286 | 40.02% | Q1 2026 | Apr 01, 2026 |
| Ascent Group, LLC | History | Added to | 11,429 | 543 | 0.02% | 0.02% | 270 | +752 | 7.04% | Q1 2026 | May 15, 2026 |
| Livet Wealth, LLC | History | Reduced | 11,437 | 543 | 0.35% | 0.34% | 271 | -69 | -0.6% | Q1 2026 | Apr 24, 2026 |
| Xena Financial Planning, LLC | History | Reduced | 11,020 | 524 | 0.59% | 0.76% | 272 | -2,529 | -18.67% | Q1 2026 | Apr 14, 2026 |
| Wealth Advisory Team LLC | History | No change | 10,935 | 523 | 0.46% | 0.46% | 273 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 10,979 | 522 | 0.0% | — | 275 | +10,979 | New | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 10,995 | 522 | 0.01% | 0.01% | 274 | +377 | 3.55% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | New | 10,841 | 515 | 0.0% | — | 276 | +10,841 | New | Q1 2026 | May 01, 2026 |
| Financial Alternatives, Inc | History | Added to | 10,495 | 499 | 0.27% | 0.28% | 277 | +307 | 3.01% | Q1 2026 | May 01, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 10,312 | 490 | 0.02% | 0.02% | 278 | +1,220 | 13.42% | Q1 2026 | May 14, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 10,239 | 486 | 0.05% | 0.04% | 279 | +191 | 1.9% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 10,002 | 478 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 10,023 | 477 | 0.01% | 0.01% | 281 | +816 | 8.86% | Q1 2026 | Apr 21, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 10,034 | 477 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MA Private Wealth | History | No change | 9,993 | 475 | 0.08% | 0.08% | 283 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 10,000 | 475 | 0.15% | 0.15% | 284 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 9,798 | 465 | 0.04% | 0.05% | 285 | -5,465 | -35.81% | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | Added to | 9,740 | 463 | 0.0% | 0.0% | 286 | +591 | 6.46% | Q1 2026 | May 13, 2026 |
| CWC Advisors, LLC. | History | No change | 9,718 | 462 | 0.22% | 0.22% | 287 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sanchez Levi Garrett | History | New | 9,672 | 459 | 0.29% | — | 289 | +9,672 | New | Q1 2026 | May 15, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 9,667 | 459 | 0.34% | 0.37% | 288 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MBE Wealth Management, LLC | History | Added to | 9,637 | 458 | 0.19% | 0.17% | 290 | +1,137 | 13.38% | Q1 2026 | Apr 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 9,565 | 454 | 0.01% | 0.01% | 291 | +1,149 | 13.65% | Q1 2026 | May 07, 2026 |
| Diversified Trust Co | History | No change | 9,531 | 453 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 9,495 | 451 | 0.01% | 0.01% | 293 | +1,082 | 12.86% | Q1 2026 | Apr 07, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 9,068 | 431 | 0.23% | 0.23% | 294 | +1,065 | 13.31% | Q1 2026 | May 15, 2026 |
| Veridan Wealth LLC | History | Reduced | 9,013 | 428 | 0.16% | 0.15% | 295 | -250 | -2.7% | Q1 2026 | May 15, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 8,781 | 417 | 0.25% | 0.14% | 297 | +3,452 | 64.78% | Q1 2026 | Apr 07, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 8,729 | 417 | 0.02% | 0.01% | 296 | +2,692 | 44.59% | Q1 2026 | Apr 24, 2026 |
| Blue Trust, Inc. | History | No change | 8,692 | 413 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SNS Financial Group, LLC | History | Added to | 8,653 | 411 | 0.04% | 0.03% | 299 | +1,704 | 24.52% | Q1 2026 | Apr 14, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 8,606 | 409 | 0.2% | 0.22% | 300 | -381 | -4.24% | Q1 2026 | Apr 16, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 8,581 | 408 | 0.14% | 0.13% | 301 | +574 | 7.17% | Q1 2026 | Apr 17, 2026 |
| Hills Bank & Trust Co | History | Added to | 8,560 | 407 | 0.02% | 0.02% | 302 | +312 | 3.78% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 8,504 | 404 | 0.0% | 0.0% | 303 | +216 | 2.61% | Q1 2026 | Apr 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 8,407 | 399 | 0.01% | — | 304 | +8,407 | New | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 8,288 | 394 | 0.02% | 0.02% | 305 | +1,173 | 16.49% | Q1 2026 | Apr 28, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 8,267 | 393 | 0.12% | 0.11% | 306 | +1,336 | 19.28% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 8,259 | 393 | 0.02% | 0.02% | 307 | +128 | 1.57% | Q1 2026 | Apr 17, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 8,257 | 392 | 0.08% | 0.07% | 308 | +514 | 6.64% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 8,235 | 391 | 0.01% | 0.01% | 309 | +1,845 | 28.87% | Q1 2026 | Apr 23, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 8,179 | 388 | 0.24% | 0.22% | 310 | +589 | 7.76% | Q1 2026 | Apr 15, 2026 |
| Opulen Financial Group LLC | History | Added to | 8,120 | 386 | 0.27% | 0.28% | 311 | +52 | 0.64% | Q1 2026 | Apr 29, 2026 |
| Ellenbecker Investment Group | History | Added to | 8,039 | 382 | 0.05% | 0.05% | 313 | +664 | 9.0% | Q1 2026 | Apr 23, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 8,041 | 382 | 0.08% | 0.09% | 312 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 7,813 | 371 | 0.05% | 0.06% | 314 | -6 | -0.08% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,515 | 359 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 7,533 | 358 | 0.09% | 0.09% | 316 | +861 | 12.9% | Q1 2026 | Apr 21, 2026 |
| Zhang Financial LLC | History | Added to | 7,523 | 357 | 0.01% | 0.01% | 317 | +3,292 | 77.81% | Q1 2026 | May 06, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 7,383 | 351 | 0.05% | 0.06% | 318 | -1,596 | -17.77% | Q1 2026 | Apr 13, 2026 |
| Finley Financial, LLC | History | No change | 7,400 | 351 | 0.16% | 0.16% | 319 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Opes Wealth Management LLC | History | Reduced | 7,302 | 347 | 0.06% | 0.06% | 320 | -555 | -7.06% | Q1 2026 | Apr 28, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 7,222 | 343 | 0.01% | 0.01% | 321 | +35 | 0.49% | Q1 2026 | May 05, 2026 |
| Factor Wealth Management LTD | History | New | 7,157 | 340 | 0.06% | — | 323 | +7,157 | New | Q1 2026 | Apr 20, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 7,156 | 340 | 0.09% | 0.09% | 322 | +1 | 0.01% | Q1 2026 | May 13, 2026 |
| Gordian Advisors LLC | History | Added to | 7,125 | 338 | 0.23% | 0.19% | 324 | +1,136 | 18.97% | Q1 2026 | Apr 27, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 7,039 | 334 | 0.0% | 0.0% | 325 | -1,244 | -15.02% | Q1 2026 | May 05, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 6,947 | 332 | 0.02% | 0.02% | 326 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 6,975 | 331 | 0.02% | 0.02% | 327 | -338 | -4.62% | Q1 2026 | Apr 17, 2026 |
| R. W. Roge & Company, Inc. | History | Added to | 6,914 | 328 | 0.16% | 0.11% | 328 | +2,423 | 53.95% | Q1 2026 | May 01, 2026 |
| Global View Capital Management LLC | History | New | 6,883 | 327 | 0.09% | — | 330 | +6,883 | New | Q1 2026 | May 04, 2026 |
| CHOREO, LLC | History | Added to | 6,890 | 327 | 0.0% | 0.0% | 329 | +1,973 | 40.13% | Q1 2026 | May 12, 2026 |
| One Capital Management, LLC | History | Added to | 6,805 | 323 | 0.01% | 0.01% | 331 | +420 | 6.58% | Q1 2026 | May 12, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 6,775 | 322 | 0.02% | 0.02% | 332 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 6,764 | 321 | 0.23% | 0.51% | 333 | -7,350 | -52.08% | Q1 2026 | Apr 29, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 6,663 | 316 | 0.22% | 0.17% | 334 | +1,424 | 27.18% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,635 | 315 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Compton Financial Group, LLC | History | Reduced | 6,598 | 313 | 0.07% | 0.07% | 336 | -3 | -0.05% | Q1 2026 | Apr 28, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 6,503 | 309 | 0.23% | 0.25% | 337 | +5 | 0.08% | Q1 2026 | Apr 21, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 6,447 | 306 | 0.29% | 0.23% | 338 | +911 | 16.46% | Q1 2026 | May 08, 2026 |
| Cornerstone Planning Group LLC | History | New | 6,448 | 304 | 0.04% | — | 339 | +6,448 | New | Q1 2026 | May 06, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 6,381 | 303 | 0.04% | 0.03% | 340 | +1,503 | 30.81% | Q1 2026 | Apr 27, 2026 |
| Navigation Group, LLC | History | New | 6,357 | 302 | 0.07% | — | 341 | +6,357 | New | Q1 2026 | May 05, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 6,347 | 301 | 0.0% | 0.0% | 342 | +470 | 8.0% | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,289 | 299 | 0.01% | 0.01% | 343 | +487 | 8.39% | Q1 2026 | May 11, 2026 |
| Farmers National Bank | History | No change | 6,213 | 297 | 0.07% | 0.07% | 344 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Csenge Advisory Group | History | New | 6,243 | 296 | 0.01% | — | 345 | +6,243 | New | Q1 2026 | Apr 30, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 6,206 | 295 | 0.03% | 0.02% | 346 | +1,260 | 25.48% | Q1 2026 | May 15, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 6,154 | 292 | 0.06% | 0.07% | 347 | -441 | -6.69% | Q1 2026 | May 01, 2026 |
| Snider Financial Group | History | New | 6,140 | 291 | 0.09% | — | 348 | +6,140 | New | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 6,111 | 290 | 0.0% | 0.0% | 349 | +4,215 | 222.31% | Q1 2026 | May 08, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 6,070 | 288 | 0.06% | 0.07% | 350 | -276 | -4.35% | Q1 2026 | Apr 10, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 5,954 | 283 | 0.09% | 0.09% | 351 | +708 | 13.5% | Q1 2026 | May 12, 2026 |
| BIRCHBROOK, INC. | History | Added to | 5,920 | 281 | 0.14% | 0.14% | 352 | +114 | 1.96% | Q1 2026 | Apr 08, 2026 |
| Fisher Asset Management, LLC | History | Added to | 5,891 | 280 | 0.0% | 0.0% | 353 | +674 | 12.92% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Added to | 5,902 | 280 | 0.0% | 0.0% | 354 | +38 | 0.65% | Q1 2026 | May 15, 2026 |
| JSF Financial, LLC | History | Added to | 5,907 | 280 | 0.05% | 0.06% | 355 | +33 | 0.56% | Q1 2026 | May 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 5,865 | 278 | 0.0% | 0.0% | 356 | -24 | -0.41% | Q1 2026 | May 13, 2026 |
| Navigate Wealth Management, LLC | History | New | 5,800 | 276 | 0.19% | — | 358 | +5,800 | New | Q1 2026 | Apr 27, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 5,814 | 276 | 0.02% | 0.03% | 357 | -1,394 | -19.34% | Q1 2026 | May 06, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 5,645 | 268 | 0.08% | 0.08% | 359 | +50 | 0.89% | Q1 2026 | Apr 30, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 5,621 | 267 | 0.01% | 0.01% | 360 | -21 | -0.37% | Q1 2026 | May 15, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | New | 5,563 | 264 | 0.12% | — | 361 | +5,563 | New | Q1 2026 | May 04, 2026 |
| HBK Sorce Advisory LLC | History | New | 5,536 | 263 | 0.01% | — | 362 | +5,536 | New | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 5,483 | 260 | 0.0% | 0.01% | 363 | -8,064 | -59.53% | Q1 2026 | May 08, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 5,462 | 260 | 0.04% | 0.04% | 364 | -179 | -3.17% | Q1 2026 | Apr 16, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 5,471 | 260 | 0.03% | 0.04% | 365 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FC Advisory LLC | History | Added to | 5,446 | 258 | 0.08% | 0.07% | 366 | +43 | 0.8% | Q1 2026 | Apr 14, 2026 |
| Buttonwood Financial Group, LLC | History | Added to | 5,367 | 255 | 0.16% | 0.11% | 367 | +1,150 | 27.27% | Q1 2026 | Apr 15, 2026 |
| IHT Wealth Management, LLC | History | New | 5,344 | 254 | 0.01% | — | 368 | +5,344 | New | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 5,221 | 248 | 0.01% | 0.01% | 369 | +19 | 0.37% | Q1 2026 | May 19, 2026 |
| Asempa Wealth Advisors | History | New | 5,211 | 247 | 0.22% | — | 370 | +5,211 | New | Q1 2026 | Apr 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 5,176 | 246 | 0.0% | 0.0% | 372 | -13,247 | -71.9% | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 5,184 | 246 | 0.01% | 0.01% | 371 | +557 | 12.04% | Q1 2026 | Apr 20, 2026 |
| Sigma Planning Corp | History | Added to | 5,132 | 244 | 0.01% | 0.01% | 373 | +179 | 3.61% | Q1 2026 | May 04, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 5,134 | 244 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GreatBanc Trust CO | History | New | 5,090 | 242 | 0.17% | — | 376 | +5,090 | New | Q1 2026 | Apr 30, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 5,092 | 242 | 0.02% | 0.02% | 375 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CDKV HOLDINGS LLC | History | No change | 5,009 | 238 | 0.21% | 0.2% | 377 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| 4Thought Financial Group Inc. | History | No change | 4,989 | 237 | 0.12% | 0.12% | 378 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 4,971 | 236 | 0.0% | 0.0% | 379 | +47 | 0.95% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 4,925 | 234 | 0.03% | 0.02% | 380 | +257 | 5.51% | Q1 2026 | Apr 28, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 4,941 | 234 | 0.1% | 0.1% | 381 | -55 | -1.1% | Q1 2026 | May 05, 2026 |
| Carr Financial Group Corp | History | New | 4,917 | 233 | 0.06% | — | 382 | +4,917 | New | Q1 2026 | May 12, 2026 |
| WARNER FINANCIAL, INC | History | New | 4,885 | 232 | 0.08% | — | 383 | +4,885 | New | Q1 2026 | Apr 08, 2026 |
| Ascentis Independent Advisors | History | Added to | 4,776 | 227 | 0.02% | 0.04% | 385 | +85 | 1.81% | Q1 2026 | Apr 28, 2026 |
| PDS Planning, Inc | History | Added to | 4,788 | 227 | 0.01% | 0.02% | 384 | +41 | 0.86% | Q1 2026 | Apr 21, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 4,772 | 226 | 0.13% | — | 386 | +4,772 | New | Q1 2026 | May 11, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 4,740 | 225 | 0.01% | 0.02% | 387 | -1,642 | -25.73% | Q1 2026 | May 07, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 4,722 | 224 | 0.02% | 0.02% | 388 | +11 | 0.23% | Q1 2026 | Apr 22, 2026 |
| SWP FINANCIAL LLC | History | Added to | 4,692 | 223 | 0.11% | 0.11% | 389 | +263 | 5.94% | Q1 2026 | Apr 17, 2026 |
| Dunhill Financial, LLC | History | Added to | 4,650 | 221 | 0.05% | 0.01% | 390 | +3,355 | 259.07% | Q1 2026 | May 06, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 4,637 | 220 | 0.01% | 0.01% | 391 | -228 | -4.69% | Q1 2026 | Apr 29, 2026 |
| Townsend Financial Planning, LLC | History | Added to | 4,614 | 219 | 0.21% | 0.22% | 392 | +29 | 0.63% | Q1 2026 | Apr 28, 2026 |
| Regal Investment Advisors LLC | History | New | 4,558 | 216 | 0.01% | — | 393 | +4,558 | New | Q1 2026 | May 14, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 4,531 | 215 | 0.02% | 0.02% | 394 | -94 | -2.03% | Q1 2026 | Apr 28, 2026 |
| American Money Management, LLC | History | Reduced | 4,506 | 214 | 0.03% | 0.04% | 395 | -1,070 | -19.19% | Q1 2026 | May 11, 2026 |
| Maia Wealth LLC | History | New | 4,442 | 211 | 0.04% | — | 396 | +4,442 | New | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | New | 4,327 | 205 | 0.0% | — | 397 | +4,327 | New | Q1 2026 | May 18, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 4,294 | 204 | 0.03% | 0.03% | 398 | +83 | 1.97% | Q1 2026 | Apr 28, 2026 |
| Human Investing LLC | History | New | 4,261 | 202 | 0.03% | — | 399 | +4,261 | New | Q1 2026 | May 07, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 4,247 | 201 | 0.02% | 0.02% | 400 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LVW Advisors, LLC | History | New | 4,207 | 200 | 0.02% | — | 401 | +4,207 | New | Q1 2026 | Apr 20, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 3,898 | 184 | 0.0% | 0.0% | 402 | +672 | 20.83% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,832 | 182 | 0.0% | 0.01% | 403 | -1,003 | -20.74% | Q1 2026 | Apr 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 3,802 | 180 | 0.0% | 0.0% | 404 | -421 | -9.97% | Q1 2026 | Apr 30, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 3,710 | 176 | 0.15% | 0.14% | 405 | +272 | 7.91% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 3,588 | 170 | 0.04% | 0.05% | 406 | -503 | -12.3% | Q1 2026 | Apr 29, 2026 |
| Arkos Global Advisors | History | New | 3,144 | 149 | 0.02% | — | 407 | +3,144 | New | Q1 2026 | May 13, 2026 |
| Gould Capital, LLC | History | Added to | 2,842 | 135 | 0.08% | 0.06% | 408 | +830 | 41.25% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,733 | 129 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 2,566 | 122 | 0.03% | — | 410 | +2,566 | New | Q1 2026 | May 08, 2026 |
| MOTCO | History | No change | 2,362 | 112 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 2,235 | 106 | 0.08% | 0.15% | 412 | -1,487 | -39.95% | Q1 2026 | Apr 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 2,207 | 104 | 0.0% | 0.0% | 414 | +4 | 0.18% | Q1 2026 | Apr 29, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 2,196 | 104 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 2,099 | 100 | 0.01% | 7.68% | 415 | -141,818 | -98.54% | Q1 2026 | Apr 16, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 2,089 | 99 | 0.05% | 0.04% | 416 | +212 | 11.29% | Q1 2026 | May 07, 2026 |
| Crewe Advisors LLC | History | Added to | 2,061 | 97 | 0.01% | 0.01% | 417 | +3 | 0.15% | Q1 2026 | May 07, 2026 |
| Rossmore Private Capital | History | No change | 2,000 | 95 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 1,913 | 90 | 0.03% | 0.01% | 419 | +1,115 | 139.72% | Q1 2026 | May 08, 2026 |
| Scarborough Advisors, LLC | History | Added to | 1,815 | 86 | 0.01% | 0.01% | 420 | +275 | 17.86% | Q1 2026 | May 07, 2026 |
| Horizons Wealth Management | History | Reduced | 1,737 | 82 | 0.05% | 0.09% | 421 | -1,207 | -41.0% | Q1 2026 | Apr 02, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,577 | 74 | 0.01% | 0.0% | 422 | +1,330 | 538.46% | Q1 2026 | Apr 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,501 | 71 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,450 | 68 | 0.05% | 0.06% | 424 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,396 | 66 | 0.0% | 0.0% | 425 | +1,210 | 650.54% | Q1 2026 | May 15, 2026 |
| BALLAST ADVISORS LLC | History | No change | 1,204 | 57 | 0.02% | 0.02% | 426 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Triumph Capital Management | History | Added to | 1,077 | 51 | 0.01% | 0.01% | 427 | +15 | 1.41% | Q1 2026 | May 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,055 | 50 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| McIlrath & Eck, LLC | History | Added to | 975 | 46 | 0.0% | 0.0% | 430 | +207 | 26.95% | Q1 2026 | May 19, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 988 | 46 | 0.01% | 0.01% | 429 | +28 | 2.92% | Q1 2026 | May 06, 2026 |
| True Link Financial Advisors, LLC | History | New | 881 | 41 | 0.0% | — | 432 | +881 | New | Q1 2026 | Apr 29, 2026 |
| First Pacific Financial | History | Added to | 876 | 41 | 0.01% | 0.01% | 431 | +6 | 0.69% | Q1 2026 | Apr 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 862 | 40 | 0.0% | 0.0% | 433 | -316 | -26.83% | Q1 2026 | Apr 10, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 840 | 39 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Qube Research & Technologies Ltd | History | New | 743 | 35 | 0.0% | — | 435 | +743 | New | Q1 2026 | May 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 728 | 34 | 0.0% | — | 436 | +728 | New | Q1 2026 | May 07, 2026 |
| Financial Avengers, Inc. | History | New | 727 | 34 | 0.02% | — | 437 | +727 | New | Q1 2026 | May 19, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 697 | 33 | 0.01% | 0.01% | 438 | +5 | 0.72% | Q1 2026 | May 05, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 655 | 31 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Covestor Ltd | History | Added to | 564 | 27 | 0.02% | 0.01% | 441 | +22 | 4.06% | Q1 2026 | May 05, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 574 | 27 | 0.0% | 0.0% | 440 | +4 | 0.7% | Q1 2026 | Apr 24, 2026 |
| Wellington Grp LLC | History | New | 542 | 25 | 0.01% | — | 442 | +542 | New | Q1 2026 | May 22, 2026 |
| CoreCap Advisors, LLC | History | No change | 482 | 22 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Your Advocates Ltd., LLP | History | No change | 378 | 17 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 335 | 15 | 0.0% | — | 446 | +335 | New | Q1 2026 | May 08, 2026 |
| Kilter Group LLC | History | Added to | 335 | 15 | 0.01% | 0.01% | 445 | +78 | 30.35% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 301 | 14 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Winthrop Capital Management, LLC | History | No change | 216 | 10 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | No change | 200 | 9 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 185 | 8 | 0.0% | 0.01% | 451 | -2,721 | -93.63% | Q1 2026 | Apr 24, 2026 |
| North Star Investment Management Corp. | History | Added to | 176 | 8 | 0.0% | 0.0% | 450 | +1 | 0.57% | Q1 2026 | Apr 23, 2026 |
| Noble Wealth Management PBC | History | No change | 184 | 8 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 150 | 7 | 0.0% | 0.0% | 453 | +1 | 0.67% | Q1 2026 | May 04, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 140 | 6 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Key Capital Management, INC | History | Reduced | 107 | 5 | 0.0% | 0.06% | 457 | -1,224 | -91.96% | Q1 2026 | May 07, 2026 |
| WealthShield Partners, LLC | History | Added to | 108 | 5 | 0.0% | 0.0% | 455 | +10 | 10.2% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | No change | 109 | 5 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 74 | 3 | 0.0% | 0.0% | 458 | -238 | -76.28% | Q1 2026 | May 12, 2026 |
| Raleigh Capital Management Inc. | History | New | 66 | 3 | 0.0% | — | 460 | +66 | New | Q1 2026 | Apr 28, 2026 |
| Asset Dedication, LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GAMMA Investing LLC | History | Reduced | 50 | 2 | 0.0% | 0.0% | 462 | -9 | -15.25% | Q1 2026 | Apr 06, 2026 |
| NBT BANK N A /NY | History | Reduced | 46 | 2 | 0.0% | 0.0% | 461 | -2 | -4.17% | Q1 2026 | Apr 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 24 | 1 | 0.0% | — | 465 | +24 | New | Q1 2026 | May 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Lodestone Wealth Management LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -89,222 | -100.0% | Q1 2026 | May 15, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | 1.11% | — | -71,711 | -100.0% | Q1 2026 | May 12, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -24,727 | -100.0% | Q1 2026 | May 08, 2026 |
| Estate Counselors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,825 | -100.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,658 | -100.0% | Q1 2026 | May 13, 2026 |
| New Covenant Trust Company, N.A. | History | Closed out | 0 | 0 | — | 0.41% | — | -9,530 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Sandbox Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,884 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,159 | -100.0% | Q1 2026 | May 01, 2026 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,497 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Occidental Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,198 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,484 | -100.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -1,381 | -100.0% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,019 | -100.0% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -652 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -229 | -100.0% | Q1 2026 | May 06, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | May 08, 2026 |
| Financial Life Planners | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 24, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Davis Capital Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Millstone Evans Group, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |