iSHARES TRUST - EFAV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Reduced | 7,631,939 | 697,330 | 0.04% | 0.04% | 1 | -371,844 | -4.65% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,930,058 | 359,089 | 0.03% | 0.03% | 2 | -63,453 | -1.59% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 3,574,268 | 326,580 | 0.01% | 0.01% | 3 | -430,920 | -10.76% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 2,473,399 | 225,994 | 0.01% | 0.01% | 4 | +163,297 | 7.07% | Q1 2026 | May 15, 2026 |
| Wharton Business Group, LLC | History | Reduced | 1,713,828 | 156,592 | 5.92% | 5.78% | 5 | -47,665 | -2.71% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,195,141 | 109,199 | 0.07% | 0.06% | 6 | +39,614 | 3.43% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,037,443 | 94,791 | 0.03% | 0.02% | 7 | +68,497 | 7.07% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 948,326 | 86,648 | 0.02% | 0.02% | 8 | +50,752 | 5.65% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 768,375 | 70,206 | 0.14% | 0.13% | 9 | -28,827 | -3.62% | Q1 2026 | May 14, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 702,769 | 64,212 | 2.54% | 2.62% | 10 | -97,000 | -12.13% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 688,027 | 62,865 | 0.01% | 0.01% | 11 | -16,379 | -2.33% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 685,031 | 62,591 | 0.01% | 0.01% | 12 | +49,963 | 7.87% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 672,215 | 61,435 | 0.01% | 0.01% | 13 | +45,718 | 7.3% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 669,093 | 61,136 | 0.06% | 0.06% | 14 | +1,324 | 0.2% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 531,483 | 48,561 | 0.01% | 0.01% | 15 | +68,450 | 14.78% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 493,576 | 45,098 | 0.01% | 0.01% | 16 | -4,152 | -0.83% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 433,231 | 39,584 | 0.1% | 0.1% | 17 | +2,204 | 0.51% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | Reduced | 420,714 | 38,440 | 0.08% | 0.08% | 18 | -9,070 | -2.11% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 400,990 | 36,638 | 0.02% | 0.02% | 19 | +8,074 | 2.05% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 397,192 | 36,291 | 0.05% | 0.06% | 20 | -47,891 | -10.76% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 374,321 | 34,201 | 0.44% | 0.47% | 21 | +2,662 | 0.72% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 356,879 | 32,608 | 0.03% | 0.03% | 22 | +8,781 | 2.52% | Q1 2026 | May 13, 2026 |
| Amundi | History | Reduced | 350,799 | 32,052 | 0.01% | 0.01% | 23 | -38,985 | -10.0% | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 301,092 | 27,510 | 0.48% | 0.47% | 24 | +852 | 0.28% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 295,823 | 27,029 | 0.04% | 0.04% | 25 | -10,799 | -3.52% | Q1 2026 | Apr 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 313,052 | 27,000 | 0.01% | 0.01% | 26 | -5,960 | -1.87% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 225,983 | 20,648 | 0.24% | 0.22% | 27 | +7,436 | 3.4% | Q1 2026 | Apr 16, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 221,426 | 20,231 | 3.32% | 3.18% | 28 | +2,133 | 0.97% | Q1 2026 | Apr 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 213,922 | 19,546 | 0.45% | 0.23% | 29 | +106,290 | 98.75% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 207,247 | 18,403 | 0.01% | 0.01% | 30 | +25,144 | 13.81% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | New | 197,690 | 18,062 | 0.21% | — | 31 | +197,690 | New | Q1 2026 | May 11, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 186,312 | 17,023 | 4.35% | 4.3% | 32 | -4,543 | -2.38% | Q1 2026 | May 01, 2026 |
| Portfolio Design Labs, LLC | History | Reduced | 174,466 | 15,940 | 2.83% | 2.51% | 33 | -1,691 | -0.96% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 158,276 | 14,461 | 0.02% | 0.02% | 34 | +6,755 | 4.46% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 155,175 | 14,178 | 0.04% | 0.04% | 35 | -35,807 | -18.75% | Q1 2026 | May 04, 2026 |
| Ledyard National Bank | History | Added to | 152,033 | 13,891 | 1.2% | 1.11% | 36 | +2,459 | 1.64% | Q1 2026 | Apr 24, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 147,807 | 13,505 | 1.16% | 1.09% | 37 | +1,390 | 0.95% | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 144,701 | 13,200 | 0.02% | 0.02% | 38 | -13,507 | -8.54% | Q1 2026 | May 15, 2026 |
| Symmetry Partners, LLC | History | Added to | 140,522 | 12,839 | 0.73% | 0.68% | 39 | +7,175 | 5.38% | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | Added to | 132,656 | 12,120 | 0.14% | 0.1% | 40 | +44,774 | 50.95% | Q1 2026 | May 14, 2026 |
| Vestcor Inc | History | Reduced | 132,047 | 12,065 | 0.33% | 0.57% | 41 | -98,128 | -42.63% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 129,395 | 11,822 | 0.09% | 0.05% | 42 | +60,836 | 88.74% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 127,769 | 11,674 | 0.02% | 0.01% | 43 | -2,052 | -1.58% | Q1 2026 | Apr 27, 2026 |
| Ascent Group, LLC | History | Reduced | 127,199 | 11,622 | 0.4% | 0.38% | 44 | -175 | -0.14% | Q1 2026 | May 15, 2026 |
| ProVise Management Group, LLC | History | Added to | 120,355 | 10,996 | 0.79% | 0.73% | 45 | +922 | 0.77% | Q1 2026 | May 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 115,595 | 10,561 | 0.15% | 0.15% | 46 | +2,189 | 1.93% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 111,122 | 10,153 | 0.02% | 0.0% | 47 | +109,122 | 5456.1% | Q1 2026 | May 01, 2026 |
| Magnus Financial Group LLC | History | Reduced | 110,266 | 10,075 | 0.82% | 0.74% | 48 | -1,533 | -1.37% | Q1 2026 | Apr 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 104,726 | 9,568 | 0.02% | 0.02% | 49 | -42,683 | -28.96% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 108,923 | 9,394 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 102,020 | 9,321 | 0.01% | 0.01% | 51 | +12,419 | 13.86% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 103,260 | 9,252 | 0.0% | 0.0% | 52 | -2,617 | -2.47% | Q1 2026 | May 13, 2026 |
| Ocean Park Asset Management, LLC | History | New | 99,751 | 9,114 | 0.53% | — | 53 | +99,751 | New | Q1 2026 | Apr 16, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 92,883 | 8,486 | 0.55% | 0.49% | 54 | +2,862 | 3.18% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Reduced | 92,207 | 8,424 | 0.1% | 0.1% | 55 | -1,275 | -1.36% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 85,081 | 7,773 | 0.01% | 0.01% | 56 | -777 | -0.9% | Q1 2026 | May 12, 2026 |
| Asset Management Group, Inc. | History | Reduced | 84,284 | 7,701 | 1.25% | 1.18% | 57 | -106 | -0.13% | Q1 2026 | May 15, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 80,933 | 7,394 | 0.76% | 0.77% | 58 | -4,499 | -5.27% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Reduced | 80,653 | 7,369 | 0.01% | 0.01% | 59 | -5,683 | -6.58% | Q1 2026 | May 05, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 79,221 | 7,238 | 1.44% | 1.39% | 60 | -642 | -0.8% | Q1 2026 | May 14, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 82,260 | 7,150 | 6.63% | 6.63% | 61 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 82,525 | 7,117 | 2.09% | 2.09% | 62 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Well Done, LLC | History | Reduced | 75,724 | 6,918 | 1.02% | 1.01% | 63 | -2,522 | -3.22% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Wealth | History | Added to | 68,869 | 6,292 | 0.01% | 0.01% | 64 | +91 | 0.13% | Q1 2026 | May 14, 2026 |
| Estate Counselors, LLC | History | Reduced | 68,581 | 6,266 | 0.56% | 0.5% | 65 | -185 | -0.27% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 68,262 | 6,237 | 0.0% | 0.0% | 66 | +5,543 | 8.84% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 66,432 | 6,207 | 0.35% | 0.45% | 67 | -21,737 | -24.65% | Q1 2026 | Apr 17, 2026 |
| Anchor Investment Management, LLC | History | Added to | 67,369 | 6,155 | 0.51% | 0.45% | 68 | +3,775 | 5.94% | Q1 2026 | May 01, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 67,917 | 5,857 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 62,567 | 5,758 | 0.01% | 0.01% | 70 | -15,709 | -20.07% | Q1 2026 | Apr 08, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 62,622 | 5,721 | 1.24% | — | 71 | +62,622 | New | Q1 2026 | May 13, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 65,514 | 5,525 | 0.01% | 0.01% | 72 | +32,757 | 100.0% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 58,935 | 5,384 | 0.03% | 0.02% | 73 | +13,127 | 28.66% | Q1 2026 | Apr 24, 2026 |
| World Investment Advisors | History | Reduced | 58,288 | 5,325 | 0.09% | 0.08% | 74 | -1,103 | -1.86% | Q1 2026 | Apr 27, 2026 |
| Apella Capital, LLC | History | Reduced | 55,707 | 5,198 | 0.08% | 0.11% | 75 | -6,531 | -10.49% | Q1 2026 | Apr 20, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 56,727 | 5,183 | 0.43% | 0.4% | 76 | -180 | -0.32% | Q1 2026 | Apr 21, 2026 |
| ASPIRIANT, LLC | History | Reduced | 55,857 | 5,103 | 0.15% | 0.16% | 77 | -9,821 | -14.95% | Q1 2026 | May 12, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 53,459 | 4,884 | 1.51% | 1.61% | 78 | -3,548 | -6.22% | Q1 2026 | May 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 51,749 | 4,709 | 0.01% | 0.01% | 79 | +2,652 | 5.4% | Q1 2026 | May 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 50,725 | 4,634 | 0.27% | 0.25% | 80 | +1,058 | 2.13% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 49,146 | 4,490 | 0.0% | 0.0% | 81 | -1,390 | -2.75% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 48,687 | 4,448 | 0.01% | 0.01% | 82 | +189 | 0.39% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 43,569 | 3,980 | 0.04% | 0.05% | 83 | -5,344 | -10.93% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 42,975 | 3,926 | 0.05% | 0.05% | 84 | +1,530 | 3.69% | Q1 2026 | May 15, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 42,851 | 3,915 | 2.87% | 2.38% | 85 | +5,087 | 13.47% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 42,289 | 3,863 | 0.01% | 0.01% | 86 | -11,279 | -21.06% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | Added to | 42,120 | 3,848 | 0.05% | 0.01% | 87 | +34,934 | 486.14% | Q1 2026 | May 15, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 42,122 | 3,848 | 0.76% | 0.31% | 88 | +24,822 | 143.48% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 41,949 | 3,832 | 0.04% | — | 89 | +41,949 | New | Q1 2026 | May 12, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 41,284 | 3,772 | 1.49% | 1.55% | 90 | -1,168 | -2.75% | Q1 2026 | Apr 08, 2026 |
| MAI Capital Management | History | Reduced | 40,624 | 3,711 | 0.02% | 0.02% | 91 | -765 | -1.85% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 40,258 | 3,678 | 0.31% | 0.24% | 92 | +6,945 | 20.85% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 40,039 | 3,658 | 0.08% | 0.08% | 93 | -1,297 | -3.14% | Q1 2026 | May 01, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 40,169 | 3,655 | 0.02% | 0.02% | 94 | -992 | -2.41% | Q1 2026 | May 15, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 39,919 | 3,647 | 1.29% | 1.21% | 95 | +292 | 0.74% | Q1 2026 | Apr 22, 2026 |
| BlueStem Wealth Partners, LLC | History | New | 39,718 | 3,629 | 0.4% | — | 96 | +39,718 | New | Q1 2026 | May 07, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 40,741 | 3,623 | 0.19% | 0.16% | 97 | +6,674 | 19.59% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 39,182 | 3,580 | 0.09% | 0.09% | 98 | +1,827 | 4.89% | Q1 2026 | May 14, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 37,209 | 3,399 | 0.33% | 0.33% | 99 | -2,685 | -6.73% | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 37,163 | 3,395 | 0.02% | 0.02% | 100 | -7,291 | -16.4% | Q1 2026 | Apr 30, 2026 |
| Savant Capital, LLC | History | Reduced | 36,921 | 3,373 | 0.02% | 0.02% | 101 | -1,090 | -2.87% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 36,718 | 3,354 | 0.03% | 0.04% | 102 | +2,414 | 7.04% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 35,182 | 3,214 | 0.01% | 0.01% | 103 | +4,774 | 15.7% | Q1 2026 | Apr 30, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 34,047 | 3,110 | 0.88% | 0.81% | 104 | -755 | -2.17% | Q1 2026 | Apr 16, 2026 |
| RHS Financial, LLC | History | Added to | 33,665 | 3,075 | 1.46% | 0.91% | 105 | +12,068 | 55.88% | Q1 2026 | Apr 28, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 33,362 | 3,048 | 0.42% | 0.41% | 106 | -1,029 | -2.99% | Q1 2026 | Apr 24, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 32,433 | 2,963 | 0.06% | 0.05% | 107 | +3,876 | 13.57% | Q1 2026 | May 14, 2026 |
| Corsicana & Co. | History | Added to | 37,994 | 2,960 | 1.87% | 1.81% | 108 | +620 | 1.66% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 31,297 | 2,859 | 0.01% | 0.0% | 109 | +22,092 | 240.0% | Q1 2026 | May 01, 2026 |
| Brickley Wealth Management | History | Added to | 31,271 | 2,857 | 0.49% | 0.45% | 110 | +269 | 0.87% | Q1 2026 | May 04, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 31,237 | 2,854 | 1.48% | 1.41% | 111 | -474 | -1.49% | Q1 2026 | Apr 27, 2026 |
| Prism Advisors, Inc. | History | No change | 30,144 | 2,754 | 0.74% | 0.69% | 112 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| OneDigital Investment Advisors LLC | History | New | 29,315 | 2,678 | 0.03% | — | 113 | +29,315 | New | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 29,096 | 2,620 | 0.05% | — | 114 | +29,096 | New | Q1 2026 | May 01, 2026 |
| IHT Wealth Management, LLC | History | Added to | 28,604 | 2,613 | 0.06% | 0.06% | 115 | +999 | 3.62% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 28,082 | 2,565 | 0.04% | 0.03% | 116 | +4,059 | 16.9% | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 27,863 | 2,545 | 0.02% | 0.02% | 117 | -704 | -2.46% | Q1 2026 | May 05, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 27,842 | 2,543 | 1.0% | 0.94% | 118 | -15,630 | -35.95% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | Added to | 27,687 | 2,529 | 0.0% | 0.0% | 119 | +1,486 | 5.67% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 27,049 | 2,471 | 0.02% | 0.02% | 120 | -77 | -0.28% | Q1 2026 | Apr 13, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 26,082 | 2,383 | 0.16% | 0.15% | 121 | +575 | 2.25% | Q1 2026 | May 15, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 25,814 | 2,358 | 1.2% | 1.36% | 122 | +2,430 | 10.39% | Q1 2026 | Apr 30, 2026 |
| Frontier Asset Management, LLC | History | New | 25,802 | 2,357 | 0.49% | — | 123 | +25,802 | New | Q1 2026 | May 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 25,452 | 2,325 | 0.08% | 0.05% | 124 | +34 | 0.13% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 25,310 | 2,312 | 0.01% | 0.01% | 125 | +4,958 | 24.36% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 25,225 | 2,304 | 0.1% | 0.1% | 126 | +523 | 2.12% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 24,903 | 2,275 | 0.04% | 0.04% | 127 | -1,126 | -4.33% | Q1 2026 | May 18, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 24,431 | 2,232 | 0.02% | 0.03% | 128 | +397 | 1.65% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 23,187 | 2,118 | 0.01% | 0.01% | 129 | +1,596 | 7.39% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 23,144 | 2,114 | 0.08% | 0.1% | 130 | +12,236 | 112.17% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 22,835 | 2,086 | 0.04% | 0.04% | 131 | +1,505 | 7.06% | Q1 2026 | Apr 15, 2026 |
| CGN Advisors LLC | History | Added to | 22,706 | 2,074 | 0.16% | 0.15% | 132 | +661 | 3.0% | Q1 2026 | Apr 13, 2026 |
| Klingman & Associates, LLC | History | Reduced | 22,541 | 2,059 | 0.1% | 0.09% | 133 | -150 | -0.66% | Q1 2026 | May 14, 2026 |
| Friedenthal Financial | History | Reduced | 22,482 | 2,054 | 1.03% | 1.01% | 134 | -294 | -1.29% | Q1 2026 | Apr 20, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 21,494 | 1,963 | 0.81% | 0.77% | 135 | -302 | -1.39% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 21,221 | 1,938 | 0.01% | 0.01% | 136 | -708 | -3.23% | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 21,131 | 1,930 | 0.0% | 0.0% | 137 | -315 | -1.47% | Q1 2026 | May 05, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 20,806 | 1,901 | 0.49% | 0.47% | 138 | -15 | -0.07% | Q1 2026 | Apr 09, 2026 |
| CVA Family Office, LLC | History | Reduced | 20,006 | 1,827 | 0.19% | 0.21% | 139 | -875 | -4.19% | Q1 2026 | Apr 29, 2026 |
| Berger Financial Group, Inc | History | Reduced | 20,000 | 1,827 | 0.1% | 0.1% | 140 | -550 | -2.68% | Q1 2026 | Apr 28, 2026 |
| Breakwater Capital Group | History | Added to | 19,516 | 1,783 | 0.24% | 0.23% | 141 | +113 | 0.58% | Q1 2026 | Apr 20, 2026 |
| SageView Advisory Group, LLC | History | No change | 20,112 | 1,734 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 18,654 | 1,704 | 0.02% | 0.02% | 143 | +1,164 | 6.66% | Q1 2026 | Apr 28, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 17,959 | 1,640 | 0.26% | 0.25% | 144 | -72 | -0.4% | Q1 2026 | Apr 17, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 17,805 | 1,626 | 0.03% | 0.03% | 145 | +38 | 0.21% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Reduced | 17,677 | 1,615 | 0.01% | 0.01% | 146 | -7 | -0.04% | Q1 2026 | Apr 27, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 17,576 | 1,605 | 0.27% | 0.25% | 147 | -333 | -1.86% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Reduced | 17,466 | 1,596 | 0.0% | 0.0% | 148 | -423 | -2.36% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 17,436 | 1,593 | 0.01% | 0.01% | 149 | -1,473 | -7.79% | Q1 2026 | May 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 17,171 | 1,568 | 0.05% | 0.08% | 150 | -12,919 | -42.93% | Q1 2026 | May 14, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 16,616 | 1,518 | 0.2% | 0.19% | 151 | +406 | 2.5% | Q1 2026 | Apr 09, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 16,594 | 1,516 | 0.35% | 0.34% | 152 | -675 | -3.91% | Q1 2026 | May 14, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 16,574 | 1,513 | 0.1% | 0.15% | 153 | -7,013 | -29.73% | Q1 2026 | May 12, 2026 |
| TPG Advisors LLC | History | Reduced | 16,436 | 1,501 | 0.94% | 0.94% | 155 | -1,052 | -6.02% | Q1 2026 | Apr 22, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 16,069 | 1,501 | 0.09% | 0.08% | 154 | -127 | -0.78% | Q1 2026 | Apr 20, 2026 |
| Tacita Capital Inc | History | No change | 15,759 | 1,439 | 0.85% | 0.79% | 156 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 15,686 | 1,433 | 0.43% | 0.39% | 157 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 15,236 | 1,392 | 0.16% | 0.14% | 158 | +377 | 2.54% | Q1 2026 | Apr 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 15,151 | 1,384 | 0.02% | 0.02% | 159 | -1,247 | -7.6% | Q1 2026 | May 08, 2026 |
| Carr Financial Group Corp | History | No change | 15,134 | 1,382 | 0.36% | 0.35% | 160 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tempo Wealth, LLC | History | Reduced | 14,894 | 1,360 | 0.24% | 0.23% | 161 | -173 | -1.15% | Q1 2026 | May 14, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 14,893 | 1,358 | 0.03% | 0.04% | 162 | -1,912 | -11.38% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 14,859 | 1,357 | 0.0% | 0.0% | 163 | +1,288 | 9.49% | Q1 2026 | May 15, 2026 |
| Foster Group, Inc. | History | Reduced | 14,852 | 1,357 | 0.04% | 0.04% | 164 | -618 | -3.99% | Q1 2026 | Apr 13, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 15,637 | 1,348 | 1.3% | 1.3% | 165 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 14,724 | 1,345 | 0.0% | 0.0% | 166 | -1,571 | -9.64% | Q1 2026 | Apr 22, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 14,604 | 1,334 | 0.2% | 0.16% | 167 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 14,386 | 1,314 | 0.02% | 0.02% | 168 | -216 | -1.48% | Q1 2026 | May 01, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 14,380 | 1,313 | 0.1% | — | 169 | +14,380 | New | Q1 2026 | Apr 20, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 14,338 | 1,310 | 0.12% | 0.12% | 170 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Compound Planning, Inc. | History | Added to | 14,264 | 1,303 | 0.04% | 0.04% | 171 | +123 | 0.87% | Q1 2026 | May 14, 2026 |
| TSG Advice Partners, LLC | History | Reduced | 14,135 | 1,291 | 0.19% | 0.19% | 172 | -8 | -0.06% | Q1 2026 | Apr 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 14,006 | 1,280 | 0.01% | 0.01% | 173 | -2,090 | -12.98% | Q1 2026 | Apr 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 13,719 | 1,253 | 0.01% | 0.01% | 174 | +1,542 | 12.66% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 13,565 | 1,239 | 0.02% | — | 175 | +13,565 | New | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | Added to | 13,549 | 1,237 | 0.05% | 0.05% | 176 | +163 | 1.22% | Q1 2026 | Apr 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 13,504 | 1,233 | 0.02% | 0.01% | 177 | +2,962 | 28.1% | Q1 2026 | Apr 14, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 13,430 | 1,227 | 0.52% | 0.78% | 178 | -8,591 | -39.01% | Q1 2026 | May 08, 2026 |
| Round Rock Advisors LLC | History | Reduced | 12,927 | 1,181 | 0.18% | 0.17% | 179 | -19 | -0.15% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 12,777 | 1,167 | 0.0% | 0.0% | 180 | +126 | 1.0% | Q1 2026 | May 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 12,751 | 1,165 | 0.09% | 0.08% | 181 | +828 | 6.94% | Q1 2026 | May 07, 2026 |
| Focus Financial Network, Inc. | History | Added to | 12,525 | 1,144 | 0.04% | 0.03% | 182 | +2,104 | 20.19% | Q1 2026 | Apr 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 12,513 | 1,143 | 0.02% | 0.02% | 183 | -537 | -4.11% | Q1 2026 | Apr 10, 2026 |
| Allworth Financial LP | History | Reduced | 12,461 | 1,138 | 0.0% | 0.0% | 184 | -659 | -5.02% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 13,106 | 1,130 | 0.01% | 0.01% | 185 | -864 | -6.18% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 12,356 | 1,129 | 0.02% | 0.02% | 186 | -470 | -3.66% | Q1 2026 | May 11, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 12,208 | 1,115 | 0.37% | 0.37% | 187 | +74 | 0.61% | Q1 2026 | May 11, 2026 |
| Heirloom Wealth Management | History | New | 12,146 | 1,109 | 0.2% | — | 188 | +12,146 | New | Q1 2026 | Apr 14, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 11,950 | 1,091 | 0.13% | 0.13% | 189 | -200 | -1.65% | Q1 2026 | Apr 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 11,830 | 1,080 | 0.13% | 0.06% | 190 | +6,370 | 116.67% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,384 | 1,068 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 11,521 | 1,052 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 11,213 | 1,024 | 0.41% | 0.39% | 193 | -179 | -1.57% | Q1 2026 | Apr 13, 2026 |
| Versant Capital Management, Inc | History | No change | 10,982 | 1,003 | 0.1% | 0.12% | 194 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CFG Wealth Management Services, Inc. | History | Added to | 10,991 | 996 | 0.9% | 0.86% | 195 | +18 | 0.16% | Q1 2026 | May 07, 2026 |
| VestGen Advisors, LLC | History | New | 10,916 | 993 | 0.03% | — | 196 | +10,916 | New | Q1 2026 | May 14, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 10,846 | 991 | 0.05% | 0.05% | 197 | -729 | -6.3% | Q1 2026 | Apr 21, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 10,607 | 989 | 0.07% | 0.07% | 198 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Clark Asset Management, LLC | History | No change | 10,799 | 986 | 0.09% | 0.1% | 199 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PFG Advisors | History | Added to | 10,765 | 983 | 0.05% | 0.04% | 200 | +461 | 4.47% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 10,748 | 982 | 0.01% | 0.01% | 201 | -9,959 | -48.09% | Q1 2026 | Apr 29, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 10,556 | 964 | 0.33% | 0.32% | 202 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 10,529 | 962 | 0.08% | 0.06% | 203 | +861 | 8.91% | Q1 2026 | Apr 09, 2026 |
| Composition Wealth, LLC | History | Reduced | 10,330 | 943 | 0.01% | 0.01% | 204 | -239 | -2.26% | Q1 2026 | Apr 08, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 10,258 | 937 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 9,943 | 928 | 0.27% | 0.27% | 206 | +100 | 1.02% | Q1 2026 | Apr 16, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Reduced | 9,795 | 894 | 0.64% | 0.58% | 207 | -10 | -0.1% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | No change | 9,764 | 892 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 9,664 | 883 | 0.15% | 0.14% | 209 | +102 | 1.07% | Q1 2026 | May 12, 2026 |
| Lexington Hill Partners, LLC | History | No change | 9,635 | 880 | 0.5% | 0.62% | 210 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 9,611 | 878 | 0.31% | 0.33% | 211 | -1,358 | -12.38% | Q1 2026 | May 05, 2026 |
| Empirical Asset Management, LLC | History | No change | 9,267 | 846 | 0.22% | 0.23% | 212 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 9,240 | 844 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WESBANCO BANK INC | History | Reduced | 9,231 | 843 | 0.02% | 0.02% | 214 | -67 | -0.72% | Q1 2026 | Apr 21, 2026 |
| Arcus Capital Partners, LLC | History | Reduced | 9,134 | 834 | 0.3% | 0.28% | 215 | -30 | -0.33% | Q1 2026 | May 06, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 9,050 | 826 | 0.05% | 0.05% | 216 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,936 | 821 | 0.01% | 0.01% | 217 | -596 | -6.25% | Q1 2026 | Apr 07, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 8,920 | 815 | 0.08% | 0.07% | 218 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 8,810 | 804 | 0.0% | 0.0% | 219 | +2,302 | 35.37% | Q1 2026 | May 15, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 8,784 | 802 | 0.24% | 0.22% | 220 | +346 | 4.1% | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 8,731 | 797 | 0.02% | 0.01% | 221 | +4,120 | 89.35% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 8,732 | 797 | 0.01% | 0.01% | 222 | +845 | 10.71% | Q1 2026 | May 06, 2026 |
| Private Advisory Group LLC | History | New | 8,563 | 782 | 0.05% | — | 223 | +8,563 | New | Q1 2026 | May 08, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 8,519 | 778 | 0.02% | 0.02% | 224 | +440 | 5.45% | Q1 2026 | Apr 24, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 8,493 | 776 | 0.0% | 0.01% | 225 | -52,489 | -86.07% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 8,494 | 776 | 0.02% | 0.02% | 226 | -346 | -3.91% | Q1 2026 | May 11, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 8,398 | 767 | 0.01% | 0.01% | 227 | -1,649 | -16.41% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | No change | 8,342 | 762 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 8,280 | 756 | 0.08% | 0.09% | 229 | -1,454 | -14.94% | Q1 2026 | Apr 30, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 8,091 | 739 | 0.0% | 0.0% | 230 | +302 | 3.88% | Q1 2026 | May 13, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 8,026 | 733 | 0.1% | 0.09% | 233 | -377 | -4.49% | Q1 2026 | Apr 23, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 8,032 | 733 | 0.05% | 0.04% | 231 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Venturi Wealth Management, LLC | History | No change | 8,031 | 733 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Portland Financial Advisors Inc | History | No change | 8,023 | 733 | 1.52% | 1.47% | 234 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Black Diamond Financial, LLC | History | No change | 8,010 | 731 | 0.08% | 0.07% | 235 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 7,888 | 720 | 0.04% | 0.04% | 236 | -49 | -0.62% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,842 | 716 | 0.01% | 0.0% | 237 | +5,832 | 290.15% | Q1 2026 | May 15, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 7,772 | 710 | 0.15% | 0.15% | 238 | -349 | -4.3% | Q1 2026 | Apr 30, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 7,744 | 707 | 0.09% | 0.09% | 239 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 8,177 | 705 | 0.1% | 0.1% | 240 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COWA, LLC | History | Added to | 7,572 | 691 | 0.19% | 0.15% | 241 | +1,985 | 35.53% | Q1 2026 | May 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 7,426 | 678 | 0.04% | 0.04% | 242 | -95 | -1.26% | Q1 2026 | Apr 17, 2026 |
| Hilltop Partners LLC | History | No change | 7,314 | 668 | 0.17% | 0.16% | 243 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 7,246 | 662 | 0.05% | 0.05% | 244 | -93 | -1.27% | Q1 2026 | Apr 16, 2026 |
| Pacific Center for Financial Services | History | Added to | 7,206 | 658 | 0.17% | 0.15% | 245 | +111 | 1.56% | Q1 2026 | May 12, 2026 |
| Essex Financial Services, Inc. | History | No change | 7,097 | 648 | 0.04% | 0.03% | 246 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Counterweight Ventures, LLC | History | No change | 7,058 | 644 | 0.36% | 0.34% | 247 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Lantz Financial LLC | History | No change | 7,041 | 643 | 0.13% | 0.13% | 248 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Corient Private Wealth LLC | History | Reduced | 7,916 | 636 | 0.0% | 0.0% | 249 | -4,441 | -35.94% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | Added to | 6,802 | 621 | 0.04% | 0.04% | 250 | +625 | 10.12% | Q1 2026 | May 13, 2026 |
| Financial Perspectives, Inc | History | Added to | 6,745 | 616 | 0.17% | 0.11% | 251 | +2,099 | 45.18% | Q1 2026 | May 11, 2026 |
| Wolff Financial Management LLC | History | No change | 6,559 | 599 | 0.13% | 0.13% | 252 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 6,492 | 593 | 0.02% | 0.02% | 253 | -38 | -0.58% | Q1 2026 | Apr 21, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 6,413 | 586 | 0.04% | 0.04% | 254 | -41 | -0.64% | Q1 2026 | Apr 28, 2026 |
| Creekside Partners | History | No change | 6,295 | 575 | 0.24% | 0.23% | 255 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 6,278 | 573 | 0.01% | 0.01% | 256 | +78 | 1.26% | Q1 2026 | Apr 29, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 6,148 | 561 | 0.0% | 0.0% | 257 | +649 | 11.8% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 6,148 | 561 | 0.02% | 0.02% | 258 | -300 | -4.65% | Q1 2026 | May 12, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 6,076 | 555 | 0.02% | 0.02% | 259 | +326 | 5.67% | Q1 2026 | May 12, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 5,725 | 535 | 0.22% | 0.24% | 260 | -189 | -3.2% | Q1 2026 | Apr 15, 2026 |
| HRT FINANCIAL LP | History | New | 5,854 | 534 | 0.0% | — | 262 | +5,854 | New | Q1 2026 | May 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 5,854 | 534 | 0.04% | 0.03% | 261 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aries Wealth Management | History | No change | 5,840 | 533 | 0.12% | 0.11% | 263 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 5,825 | 532 | 0.07% | — | 264 | +5,825 | New | Q1 2026 | May 18, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 5,757 | 526 | 0.03% | 0.02% | 265 | +2,025 | 54.26% | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 5,746 | 525 | 0.0% | 0.0% | 266 | -123 | -2.1% | Q1 2026 | May 08, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 5,651 | 522 | 0.03% | 0.03% | 267 | +113 | 2.04% | Q1 2026 | Apr 07, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 5,676 | 518 | 0.03% | 0.03% | 268 | +1,345 | 31.06% | Q1 2026 | Apr 28, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 5,666 | 517 | 0.0% | 0.0% | 269 | -146 | -2.51% | Q1 2026 | May 01, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 5,665 | 517 | 0.15% | 0.14% | 270 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Keenan, LLC | History | Reduced | 5,642 | 514 | 0.43% | 0.79% | 271 | -4,775 | -45.84% | Q1 2026 | Apr 22, 2026 |
| JMG Financial Group, Ltd. | History | No change | 5,231 | 477 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 5,214 | 476 | 0.08% | 0.08% | 273 | -480 | -8.43% | Q1 2026 | May 04, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Reduced | 5,105 | 466 | 0.44% | 0.48% | 274 | -88 | -1.69% | Q1 2026 | Apr 27, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 5,401 | 465 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Horizon Family Wealth, Inc. | History | No change | 5,087 | 464 | 0.25% | 0.23% | 276 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 5,098 | 462 | 0.01% | — | 277 | +5,098 | New | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 5,039 | 460 | 0.0% | 0.0% | 278 | +2,510 | 99.25% | Q1 2026 | May 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 5,000 | 456 | 0.07% | — | 279 | +5,000 | New | Q1 2026 | May 06, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | No change | 4,944 | 451 | 0.31% | 0.28% | 280 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| K2 Financial Inc. | History | Reduced | 4,917 | 450 | 0.33% | 0.34% | 281 | -74 | -1.48% | Q1 2026 | Apr 28, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 4,875 | 445 | 0.42% | 0.47% | 282 | -967 | -16.55% | Q1 2026 | May 08, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 4,724 | 431 | 0.13% | 0.12% | 283 | +179 | 3.94% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 4,692 | 428 | 0.02% | 0.02% | 284 | -577 | -10.95% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Reduced | 4,694 | 428 | 0.02% | 0.02% | 285 | -294 | -5.89% | Q1 2026 | May 19, 2026 |
| NewEdge Wealth, LLC | History | Added to | 4,685 | 428 | 0.01% | 0.0% | 286 | +293 | 6.67% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 4,677 | 427 | 0.0% | 0.01% | 288 | -638 | -12.0% | Q1 2026 | May 05, 2026 |
| WBH ADVISORY INC | History | No change | 4,652 | 427 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Reduced | 4,635 | 424 | 0.27% | 0.33% | 292 | -930 | -16.71% | Q1 2026 | May 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 4,651 | 424 | 0.09% | 0.1% | 291 | -895 | -16.14% | Q1 2026 | May 05, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 4,649 | 424 | 0.01% | 0.01% | 290 | -118 | -2.48% | Q1 2026 | May 13, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 4,650 | 424 | 0.09% | 0.09% | 289 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 4,583 | 418 | 0.08% | 0.08% | 293 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Integrated Advisors Network LLC | History | Added to | 4,574 | 417 | 0.02% | 0.02% | 294 | +129 | 2.9% | Q1 2026 | Apr 28, 2026 |
| Wealthfront Advisers LLC | History | Added to | 4,564 | 417 | 0.0% | 0.0% | 295 | +21 | 0.46% | Q1 2026 | May 05, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 4,522 | 413 | 0.26% | 0.13% | 297 | -326 | -6.72% | Q1 2026 | May 01, 2026 |
| EWA, LLC | History | Added to | 4,522 | 413 | 0.09% | 0.09% | 296 | +324 | 7.72% | Q1 2026 | Apr 23, 2026 |
| AMG National Trust Bank | History | No change | 4,501 | 411 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 4,481 | 409 | 0.05% | 0.04% | 299 | -53 | -1.17% | Q1 2026 | Apr 28, 2026 |
| Blankinship & Foster, LLC | History | No change | 4,458 | 407 | 0.09% | 0.08% | 300 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |