iSHARES TRUST - ESGU
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 | 13,803,021 | 1,952,023 | 0.14% | 0.14% | 1 | +467,558 | 3.51% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 10,007,080 | 1,374,872 | 0.09% | 0.1% | 2 | -281,574 | -2.74% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 5,136,786 | 726,444 | 0.1% | 0.1% | 3 | -22,489 | -0.44% | Q1 2026 | May 14, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 4,900,171 | 673,234 | 5.14% | — | 4 | +4,900,171 | New | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 4,046,469 | 572,251 | 0.07% | 0.07% | 5 | +31,233 | 0.78% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 4,041,916 | 571,608 | 1.08% | 1.11% | 6 | +117,320 | 2.99% | Q1 2026 | May 14, 2026 |
| Acorns Advisers, LLC | History | Added to | 2,652,397 | 375,102 | 2.79% | 2.87% | 7 | +86,575 | 3.37% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 2,646,197 | 374,225 | 0.82% | 0.86% | 8 | +54,889 | 2.12% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 2,356,917 | 333,315 | 0.01% | 0.01% | 9 | +253,511 | 12.05% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,098,636 | 296,789 | 0.08% | 0.09% | 10 | +162,934 | 8.42% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 1,782,800 | 252,123 | 0.02% | 0.02% | 11 | -831,853 | -31.82% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,308,152 | 184,998 | 0.71% | — | 12 | +1,308,152 | New | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,293,522 | 182,929 | 0.03% | 0.06% | 13 | -768,530 | -37.27% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 1,183,376 | 167,352 | 0.04% | 0.05% | 14 | +21,288 | 1.83% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,073,357 | 151,794 | 0.09% | 0.1% | 15 | +46,006 | 4.48% | Q1 2026 | May 07, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 697,197 | 98,597 | 1.17% | 1.15% | 16 | +18,717 | 2.76% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 521,795 | 73,792 | 0.01% | 0.01% | 17 | -7,510 | -1.42% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 503,648 | 71,225 | 0.18% | 0.31% | 18 | -258,260 | -33.9% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 369,661 | 52,277 | 0.07% | 0.07% | 19 | -6,623 | -1.76% | Q1 2026 | Apr 27, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 348,203 | 49,242 | 3.31% | 3.45% | 20 | +12,868 | 3.84% | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | Added to | 344,533 | 48,723 | 0.67% | 0.67% | 21 | +31,485 | 10.06% | Q1 2026 | Apr 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 342,392 | 48,425 | 0.01% | 0.01% | 22 | -19,658 | -5.43% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 337,896 | 47,785 | 0.44% | 0.0% | 23 | +335,300 | 12916.02% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 330,863 | 46,790 | 0.26% | 0.17% | 24 | -2,638 | -0.79% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 325,209 | 45,991 | 0.05% | 0.05% | 25 | +18,761 | 6.12% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 313,427 | 44,324 | 0.03% | 0.03% | 26 | +3,740 | 1.21% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Reduced | 302,011 | 42,710 | 0.02% | 0.03% | 27 | -158,864 | -34.47% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 299,510 | 42,356 | 0.01% | 0.01% | 28 | +5,151 | 1.75% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 276,082 | 39,043 | 0.04% | 0.04% | 29 | +395 | 0.14% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 275,852 | 39,010 | 0.0% | 0.0% | 30 | +42,114 | 18.02% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 270,189 | 38,210 | 0.06% | 0.06% | 31 | +144 | 0.05% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 263,832 | 37,311 | 0.1% | 0.11% | 32 | -13,853 | -4.99% | Q1 2026 | May 14, 2026 |
| IMPACTfolio, LLC | History | Reduced | 261,453 | 36,974 | 15.71% | 18.09% | 33 | -27,752 | -9.6% | Q1 2026 | Apr 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 243,482 | 36,273 | 0.01% | 0.01% | 34 | +69,341 | 39.82% | Q1 2026 | May 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 241,553 | 34,160 | 0.87% | 0.96% | 35 | -7,255 | -2.92% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 241,479 | 34,149 | 0.39% | 0.38% | 36 | +17,761 | 7.94% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 239,938 | 33,932 | 0.09% | 0.08% | 37 | +47,825 | 24.89% | Q1 2026 | Apr 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 222,363 | 31,446 | 0.65% | 0.67% | 38 | -2,970 | -1.32% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 205,632 | 29,080 | 0.23% | 0.26% | 39 | -310 | -0.15% | Q1 2026 | Apr 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 197,413 | 27,918 | 0.01% | 0.01% | 40 | -24,922 | -11.21% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 192,355 | 27,449 | 0.06% | 0.04% | 41 | -18,026 | -8.57% | Q1 2026 | Apr 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 186,049 | 26,311 | 0.62% | 0.68% | 42 | -1,314 | -0.7% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 177,705 | 25,131 | 0.13% | 0.12% | 43 | +59,912 | 50.86% | Q1 2026 | May 15, 2026 |
| Clarius Group, LLC | History | No change | 168,201 | 25,058 | 1.43% | 1.43% | 44 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 176,960 | 25,025 | 0.83% | 0.87% | 45 | +361 | 0.2% | Q1 2026 | Apr 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 165,014 | 23,336 | 0.09% | 0.12% | 46 | -61,061 | -27.01% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 161,406 | 22,825 | 0.06% | 0.07% | 47 | -21,105 | -11.56% | Q1 2026 | May 04, 2026 |
| Rock Creek Group LLC | History | No change | 161,100 | 22,782 | 2.31% | 2.69% | 48 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 157,309 | 22,246 | 0.75% | 0.81% | 49 | +2,298 | 1.48% | Q1 2026 | May 14, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 149,450 | 21,135 | 2.96% | 3.1% | 50 | -1,142 | -0.76% | Q1 2026 | Apr 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 144,193 | 20,391 | 0.03% | 0.03% | 51 | +11,407 | 8.59% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 143,191 | 20,254 | 0.03% | 0.04% | 52 | -58,824 | -29.12% | Q1 2026 | May 15, 2026 |
| Erickson Financial Group, LLC | History | Added to | 136,408 | 19,290 | 12.09% | 12.24% | 53 | +2,632 | 1.97% | Q1 2026 | Apr 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 128,256 | 18,137 | 0.27% | 0.27% | 54 | +1,664 | 1.31% | Q1 2026 | May 05, 2026 |
| AlTi Global, Inc. | History | Added to | 123,498 | 17,465 | 0.38% | 0.38% | 55 | +5,090 | 4.3% | Q1 2026 | May 07, 2026 |
| CHOREO, LLC | History | Reduced | 120,997 | 17,122 | 0.21% | 0.24% | 56 | -3,145 | -2.53% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 120,902 | 17,097 | 0.14% | 0.16% | 57 | +29,472 | 32.23% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 118,126 | 16,700 | 0.02% | 0.02% | 58 | -4,681 | -3.81% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 116,599 | 16,489 | 0.02% | 0.02% | 59 | +20,851 | 21.78% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 105,744 | 14,954 | 0.04% | 0.04% | 60 | +383 | 0.36% | Q1 2026 | Apr 22, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 101,743 | 14,388 | 1.94% | 2.04% | 61 | -5,843 | -5.43% | Q1 2026 | Apr 08, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 101,423 | 14,343 | 1.79% | 1.93% | 62 | -4,575 | -4.32% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 96,995 | 13,717 | 0.21% | 0.28% | 63 | +2,894 | 3.08% | Q1 2026 | May 15, 2026 |
| Blue Edge Capital, LLC | History | No change | 91,302 | 13,602 | 1.82% | 1.82% | 64 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Facet Wealth, Inc. | History | Added to | 90,738 | 12,832 | 0.22% | 0.19% | 65 | +18,622 | 25.82% | Q1 2026 | May 07, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 89,844 | 12,705 | 0.94% | 0.98% | 66 | -59 | -0.07% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 85,842 | 12,139 | 0.0% | 0.0% | 67 | +39,389 | 84.79% | Q1 2026 | May 13, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 84,819 | 11,995 | 3.64% | 4.03% | 68 | -1,677 | -1.94% | Q1 2026 | Apr 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 83,821 | 11,853 | 0.01% | 0.01% | 69 | -945 | -1.11% | Q1 2026 | May 13, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 80,000 | 11,313 | 0.48% | 0.49% | 70 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 79,173 | 11,196 | 0.04% | 0.04% | 71 | +10,843 | 15.87% | Q1 2026 | Apr 30, 2026 |
| Apella Capital, LLC | History | Reduced | 71,834 | 11,091 | 0.16% | 0.23% | 72 | -7,772 | -9.76% | Q1 2026 | Apr 20, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 78,418 | 11,089 | 1.11% | 1.18% | 73 | +201 | 0.26% | Q1 2026 | Apr 30, 2026 |
| Plancorp, LLC | History | Reduced | 72,386 | 10,675 | 0.3% | 0.33% | 74 | -673 | -0.92% | Q1 2026 | Apr 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 74,909 | 10,593 | 0.01% | 0.0% | 75 | +33,020 | 78.83% | Q1 2026 | May 12, 2026 |
| Keebeck Wealth Management | History | Reduced | 73,206 | 10,352 | 1.16% | 1.28% | 76 | -1,493 | -2.0% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 70,640 | 9,989 | 0.1% | 0.1% | 77 | -505 | -0.71% | Q1 2026 | May 08, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 70,306 | 9,942 | 5.24% | 5.97% | 78 | -2,040 | -2.82% | Q1 2026 | Apr 23, 2026 |
| Wealth Architects, LLC | History | Added to | 69,836 | 9,876 | 0.88% | 0.88% | 79 | +3,990 | 6.06% | Q1 2026 | May 15, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 68,154 | 9,638 | 4.88% | 6.85% | 80 | -15,450 | -18.48% | Q1 2026 | May 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 67,800 | 9,588 | 0.01% | 0.01% | 81 | -2,700 | -3.83% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Reduced | 67,679 | 9,571 | 0.15% | 0.17% | 82 | -1,020 | -1.48% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 67,280 | 9,514 | 0.16% | 0.17% | 83 | +4,807 | 7.69% | Q1 2026 | May 04, 2026 |
| Fisher Asset Management, LLC | History | Added to | 64,963 | 9,187 | 0.0% | 0.0% | 84 | +560 | 0.87% | Q1 2026 | May 05, 2026 |
| One Capital Management, LLC | History | Added to | 64,783 | 9,161 | 0.25% | 0.18% | 85 | +23,917 | 58.53% | Q1 2026 | May 12, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 64,770 | 9,159 | 2.74% | 3.85% | 86 | -6,149 | -8.67% | Q1 2026 | May 08, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 64,556 | 9,129 | 0.53% | 0.57% | 87 | -699 | -1.07% | Q1 2026 | Apr 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 64,438 | 9,112 | 0.06% | 0.06% | 88 | -1,942 | -2.93% | Q1 2026 | May 15, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 61,618 | 8,714 | 1.2% | 1.32% | 89 | +434 | 0.71% | Q1 2026 | Apr 16, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 61,372 | 8,679 | 0.07% | 0.08% | 90 | -4,882 | -7.37% | Q1 2026 | May 01, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 61,049 | 8,633 | 0.12% | 0.14% | 91 | +760 | 1.26% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Reduced | 60,509 | 8,557 | 0.01% | 0.01% | 92 | -69 | -0.11% | Q1 2026 | May 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 61,615 | 8,465 | 0.01% | 0.01% | 93 | -3,179 | -4.91% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 58,616 | 8,289 | 0.15% | 0.15% | 94 | +5,324 | 9.99% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 56,755 | 8,026 | 0.04% | 0.04% | 95 | +7,488 | 15.2% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 57,322 | 8,024 | 0.02% | 0.02% | 96 | -57 | -0.1% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 56,208 | 8,006 | 0.08% | 0.08% | 97 | +3,502 | 6.64% | Q1 2026 | Apr 07, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 56,516 | 7,992 | 0.1% | 0.1% | 98 | -674 | -1.18% | Q1 2026 | May 06, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 56,353 | 7,969 | 1.13% | 1.19% | 99 | -1,587 | -2.74% | Q1 2026 | Apr 15, 2026 |
| UMB Bank, n.a. | History | Added to | 55,336 | 7,825 | 0.11% | 0.08% | 100 | +16,424 | 42.21% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 55,111 | 7,793 | 0.04% | 0.05% | 101 | -870 | -1.55% | Q1 2026 | May 05, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 54,534 | 7,712 | 1.32% | 1.37% | 102 | +227 | 0.42% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 53,838 | 7,613 | 0.01% | 0.01% | 104 | +2,742 | 5.37% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 53,836 | 7,613 | 0.02% | 0.02% | 103 | +2,043 | 3.94% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 53,491 | 7,564 | 0.1% | 0.11% | 105 | -680 | -1.26% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 48,638 | 7,510 | 0.52% | 0.54% | 106 | -1,170 | -2.35% | Q1 2026 | Apr 29, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 50,748 | 7,176 | 3.25% | 3.34% | 107 | +5,681 | 12.61% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 49,522 | 7,003 | 0.05% | 0.05% | 108 | +4,688 | 10.46% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 48,357 | 6,838 | 0.01% | 0.04% | 109 | -134,451 | -73.55% | Q1 2026 | Apr 27, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 48,044 | 6,808 | 1.24% | 1.23% | 110 | +901 | 1.91% | Q1 2026 | May 11, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 47,593 | 6,730 | 6.49% | 7.11% | 111 | -495 | -1.03% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 43,888 | 6,206 | 0.03% | 0.03% | 112 | +3,315 | 8.17% | Q1 2026 | Apr 24, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 42,544 | 6,016 | 3.19% | 3.32% | 113 | +2,379 | 5.92% | Q1 2026 | Apr 23, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 42,100 | 5,953 | 3.55% | 3.62% | 114 | -78 | -0.18% | Q1 2026 | Apr 30, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 40,269 | 5,694 | 1.31% | 1.44% | 115 | -1,197 | -2.89% | Q1 2026 | May 04, 2026 |
| SPINNAKER TRUST | History | Reduced | 40,122 | 5,674 | 0.31% | 0.33% | 116 | -692 | -1.7% | Q1 2026 | Apr 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 40,008 | 5,657 | 0.27% | 0.28% | 117 | +14 | 0.04% | Q1 2026 | Apr 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 39,930 | 5,646 | 0.33% | 0.28% | 118 | +6,769 | 20.41% | Q1 2026 | Apr 20, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 39,813 | 5,630 | 0.04% | 0.04% | 119 | -1,102 | -2.69% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 39,488 | 5,584 | 0.12% | 0.13% | 120 | -128 | -0.32% | Q1 2026 | May 01, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 39,037 | 5,520 | 0.1% | 0.11% | 121 | -368 | -0.93% | Q1 2026 | Apr 10, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 38,610 | 5,460 | 4.52% | 4.67% | 122 | +3,801 | 10.92% | Q1 2026 | Apr 22, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 35,182 | 5,241 | 0.99% | 0.99% | 123 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 33,213 | 5,170 | 0.71% | 0.75% | 124 | -509 | -1.51% | Q1 2026 | Apr 28, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 35,991 | 5,089 | 3.57% | 3.76% | 125 | +509 | 1.43% | Q1 2026 | May 13, 2026 |
| Banco Santander, S.A. | History | Added to | 35,598 | 5,034 | 0.04% | 0.03% | 126 | +4,598 | 14.83% | Q1 2026 | May 08, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 35,584 | 5,032 | 0.7% | 0.7% | 127 | +1,931 | 5.74% | Q1 2026 | Apr 24, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 35,248 | 4,983 | 0.01% | 0.01% | 128 | +2,266 | 6.87% | Q1 2026 | May 13, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 35,077 | 4,960 | 1.03% | 1.04% | 129 | +2,566 | 7.89% | Q1 2026 | Apr 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 34,485 | 4,876 | 0.04% | 0.04% | 130 | -2,385 | -6.47% | Q1 2026 | May 13, 2026 |
| Maia Wealth LLC | History | Reduced | 33,547 | 4,744 | 0.8% | 0.89% | 131 | -1,706 | -4.84% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 33,023 | 4,670 | 0.0% | — | 132 | +33,023 | New | Q1 2026 | May 15, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 32,560 | 4,604 | 0.59% | 0.67% | 133 | -3,210 | -8.97% | Q1 2026 | May 07, 2026 |
| Archer Investment Management, LLC | History | Added to | 32,494 | 4,595 | 1.93% | 0.52% | 134 | +26,011 | 401.22% | Q1 2026 | Apr 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 31,594 | 4,468 | 0.05% | 0.05% | 135 | -117 | -0.37% | Q1 2026 | Apr 28, 2026 |
| National Philanthropic Trust | History | Reduced | 31,160 | 4,406 | 0.05% | 0.05% | 136 | -839 | -2.62% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 30,637 | 4,332 | 0.08% | 0.08% | 138 | +337 | 1.11% | Q1 2026 | May 07, 2026 |
| Goodwin Investment Advisory | History | Reduced | 30,637 | 4,332 | 5.16% | 5.03% | 137 | -135 | -0.44% | Q1 2026 | May 12, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 30,558 | 4,321 | 0.92% | 0.97% | 139 | -217 | -0.71% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 30,170 | 4,252 | 0.04% | 0.06% | 140 | -5,234 | -14.78% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 29,722 | 4,203 | 0.01% | 0.01% | 141 | +1,612 | 5.73% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 28,983 | 4,098 | 0.02% | 0.02% | 142 | +358 | 1.25% | Q1 2026 | May 08, 2026 |
| GeoWealth Management, LLC | History | Added to | 28,804 | 4,073 | 0.15% | 0.16% | 143 | +561 | 1.99% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 28,490 | 4,029 | 0.01% | 0.0% | 144 | +8,675 | 43.78% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 28,071 | 3,969 | 0.07% | 0.08% | 145 | -18 | -0.06% | Q1 2026 | Apr 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 27,454 | 3,882 | 0.01% | 0.01% | 146 | +4,709 | 20.7% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 27,431 | 3,879 | 0.09% | 0.09% | 147 | +1,510 | 5.83% | Q1 2026 | May 15, 2026 |
| Weil Company, Inc. | History | Added to | 27,268 | 3,856 | 0.87% | 0.78% | 148 | +4,440 | 19.45% | Q1 2026 | Apr 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 25,476 | 3,790 | 0.02% | 0.03% | 149 | -50 | -0.2% | Q1 2026 | May 15, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 26,558 | 3,755 | 2.96% | 3.14% | 150 | +1,042 | 4.08% | Q1 2026 | Apr 24, 2026 |
| Balance Wealth, LLC | History | Reduced | 26,107 | 3,692 | 1.15% | 1.27% | 151 | -374 | -1.41% | Q1 2026 | Apr 20, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 25,775 | 3,645 | 0.2% | 0.24% | 152 | +21 | 0.08% | Q1 2026 | Apr 29, 2026 |
| Moment Partners, LLC | History | Reduced | 24,857 | 3,515 | 0.63% | 0.76% | 153 | -91 | -0.36% | Q1 2026 | May 04, 2026 |
| Jordan Park Group LLC | History | Added to | 24,728 | 3,497 | 0.19% | 0.21% | 154 | +635 | 2.64% | Q1 2026 | May 11, 2026 |
| Foster Group, Inc. | History | Reduced | 24,680 | 3,490 | 0.1% | 0.11% | 155 | -589 | -2.33% | Q1 2026 | Apr 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 24,619 | 3,481 | 1.25% | 1.29% | 156 | +73 | 0.3% | Q1 2026 | Apr 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 24,122 | 3,411 | 0.0% | 0.0% | 157 | -991 | -3.95% | Q1 2026 | May 12, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 24,069 | 3,403 | 0.13% | 0.13% | 158 | +63 | 0.26% | Q1 2026 | May 12, 2026 |
| FLC Capital Advisors | History | Reduced | 23,969 | 3,389 | 0.6% | 0.66% | 159 | -104 | -0.43% | Q1 2026 | May 01, 2026 |
| Savant Capital, LLC | History | Reduced | 23,689 | 3,350 | 0.02% | 0.02% | 160 | -1,232 | -4.94% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Reduced | 23,579 | 3,334 | 0.02% | 0.02% | 161 | -97 | -0.41% | Q1 2026 | Apr 27, 2026 |
| WT Wealth Management | History | Reduced | 23,515 | 3,325 | 0.99% | 1.13% | 162 | -2,845 | -10.79% | Q1 2026 | Apr 21, 2026 |
| Opes Wealth Management LLC | History | Added to | 23,326 | 3,298 | 0.54% | 0.56% | 163 | +70 | 0.3% | Q1 2026 | Apr 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 21,228 | 3,289 | 0.06% | 0.04% | 164 | +15,693 | 283.52% | Q1 2026 | May 01, 2026 |
| SOFI WEALTH, LLC | History | Added to | 23,132 | 3,271 | 0.16% | 0.14% | 165 | +4,547 | 24.47% | Q1 2026 | May 05, 2026 |
| MA Private Wealth | History | Reduced | 23,102 | 3,267 | 0.55% | 0.58% | 166 | -97 | -0.42% | Q1 2026 | May 07, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 23,073 | 3,263 | 0.1% | 0.1% | 167 | -133 | -0.57% | Q1 2026 | Apr 21, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 22,741 | 3,216 | 0.01% | 0.01% | 168 | -377 | -1.63% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 22,561 | 3,190 | 0.0% | 0.0% | 169 | -32,716 | -59.19% | Q1 2026 | May 05, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 22,519 | 3,184 | 2.46% | 2.7% | 170 | -1,631 | -6.75% | Q1 2026 | Apr 20, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 22,386 | 3,165 | 0.73% | 0.79% | 171 | -1,044 | -4.46% | Q1 2026 | Apr 10, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 22,383 | 3,165 | 2.63% | 2.73% | 172 | +317 | 1.44% | Q1 2026 | May 14, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 22,286 | 3,151 | 0.09% | 0.1% | 173 | +126 | 0.57% | Q1 2026 | Apr 14, 2026 |
| Garde Capital, Inc. | History | Added to | 22,090 | 3,123 | 0.19% | 0.19% | 174 | +67 | 0.3% | Q1 2026 | Apr 28, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 21,912 | 3,098 | 0.02% | 0.02% | 175 | -1,129 | -4.9% | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | Reduced | 21,616 | 3,056 | 0.03% | 0.04% | 176 | -1,202 | -5.27% | Q1 2026 | Apr 20, 2026 |
| KPP Advisory Services LLC | History | New | 21,367 | 3,021 | 0.44% | — | 177 | +21,367 | New | Q1 2026 | Apr 24, 2026 |
| PFG Investments, LLC | History | Added to | 21,196 | 2,997 | 0.14% | 0.15% | 178 | +78 | 0.37% | Q1 2026 | Apr 27, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 21,051 | 2,977 | 0.04% | 0.04% | 179 | +5,822 | 38.23% | Q1 2026 | Apr 10, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 21,047 | 2,976 | 0.79% | 0.83% | 180 | -17 | -0.08% | Q1 2026 | Apr 16, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 20,461 | 2,893 | 0.01% | 0.02% | 181 | +353 | 1.76% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Added to | 20,375 | 2,881 | 0.09% | 0.07% | 182 | +3,590 | 21.39% | Q1 2026 | May 14, 2026 |
| Pioneer Wealth Management Group | History | Added to | 20,338 | 2,876 | 0.81% | 0.86% | 183 | +1,345 | 7.08% | Q1 2026 | Apr 08, 2026 |
| HF Advisory Group, LLC | History | Reduced | 20,055 | 2,836 | 0.97% | 1.06% | 184 | -306 | -1.5% | Q1 2026 | Apr 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 19,872 | 2,810 | 0.02% | 0.02% | 185 | +495 | 2.55% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Added to | 19,662 | 2,780 | 0.05% | 0.01% | 186 | +17,265 | 720.28% | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 19,566 | 2,767 | 0.37% | 0.43% | 187 | -266 | -1.34% | Q1 2026 | May 11, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 19,372 | 2,739 | 0.07% | 0.08% | 188 | -411 | -2.08% | Q1 2026 | Apr 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 19,250 | 2,722 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Leo Wealth, LLC | History | Added to | 18,870 | 2,668 | 0.19% | 0.2% | 190 | +497 | 2.71% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | Added to | 18,753 | 2,652 | 0.03% | 0.02% | 191 | +14,307 | 321.79% | Q1 2026 | May 12, 2026 |
| Brooklyn FI, LLC | History | Reduced | 18,687 | 2,642 | 0.56% | 0.6% | 192 | -159 | -0.84% | Q1 2026 | May 11, 2026 |
| High Falls Advisors, Inc | History | No change | 17,673 | 2,632 | 0.53% | 0.53% | 193 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Cascade Financial Partners, LLC | History | No change | 18,500 | 2,616 | 0.27% | 0.28% | 194 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIRST HORIZON CORP | History | Reduced | 18,491 | 2,614 | 0.11% | 0.13% | 195 | -567 | -2.98% | Q1 2026 | Apr 30, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 18,462 | 2,610 | 0.15% | 0.18% | 196 | -1,267 | -6.42% | Q1 2026 | Apr 09, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 18,366 | 2,597 | 1.86% | 2.66% | 197 | -7,419 | -28.77% | Q1 2026 | Apr 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 18,270 | 2,583 | 0.0% | 0.0% | 198 | +442 | 2.48% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 18,206 | 2,574 | 0.09% | 0.1% | 199 | -1,529 | -7.75% | Q1 2026 | Apr 14, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 16,607 | 2,573 | 0.17% | 0.16% | 200 | +37 | 0.22% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 17,986 | 2,543 | 0.01% | 0.01% | 201 | +2,935 | 19.5% | Q1 2026 | May 13, 2026 |
| CGN Advisors LLC | History | Reduced | 17,962 | 2,540 | 0.2% | 0.22% | 202 | -315 | -1.72% | Q1 2026 | Apr 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 17,797 | 2,516 | 0.05% | 0.05% | 203 | +11 | 0.06% | Q1 2026 | May 14, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 21,696 | 2,494 | 1.67% | — | 204 | +21,696 | New | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 17,634 | 2,493 | 0.01% | 0.02% | 205 | -1,443 | -7.56% | Q1 2026 | May 13, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 17,569 | 2,484 | 1.13% | 1.23% | 206 | +124 | 0.71% | Q1 2026 | Apr 20, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 17,518 | 2,477 | 0.4% | 0.49% | 207 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Diversified Trust Co | History | No change | 17,301 | 2,446 | 0.05% | 0.05% | 208 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 17,287 | 2,444 | 1.62% | 1.64% | 209 | -73 | -0.42% | Q1 2026 | Apr 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 17,240 | 2,438 | 0.0% | 0.02% | 210 | -29,740 | -63.3% | Q1 2026 | May 04, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 17,193 | 2,431 | 0.34% | 0.36% | 211 | +50 | 0.29% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 17,081 | 2,415 | 0.03% | 0.02% | 212 | +2,430 | 16.59% | Q1 2026 | Apr 20, 2026 |
| MAI Capital Management | History | Reduced | 17,049 | 2,411 | 0.01% | 0.02% | 213 | -531 | -3.02% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 16,819 | 2,378 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 16,540 | 2,356 | 0.01% | 0.02% | 215 | -363 | -2.15% | Q1 2026 | May 12, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 16,475 | 2,329 | 0.72% | 0.77% | 216 | -644 | -3.76% | Q1 2026 | Apr 13, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 16,331 | 2,309 | 0.73% | 0.75% | 217 | +1,186 | 7.83% | Q1 2026 | Apr 21, 2026 |
| SOL Capital Management CO | History | New | 18,875 | 2,297 | 1.11% | — | 218 | +18,875 | New | Q1 2026 | Apr 24, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 16,185 | 2,288 | 0.06% | 0.06% | 219 | -291 | -1.77% | Q1 2026 | May 14, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 15,993 | 2,261 | 0.18% | 0.19% | 220 | +168 | 1.06% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 15,784 | 2,232 | 0.13% | 0.14% | 221 | -137 | -0.86% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 15,655 | 2,214 | 0.01% | 0.01% | 222 | +2,911 | 22.84% | Q1 2026 | Apr 30, 2026 |
| Madrid Wealth Management, LLC | History | Reduced | 15,402 | 2,178 | 1.64% | 1.88% | 223 | -160 | -1.03% | Q1 2026 | Apr 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 15,316 | 2,166 | 0.07% | 0.05% | 224 | +288 | 1.92% | Q1 2026 | Apr 23, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 15,267 | 2,159 | 0.04% | 0.04% | 225 | -730 | -4.56% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,956 | 2,115 | 0.03% | 0.04% | 226 | +1,511 | 11.24% | Q1 2026 | May 18, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 14,932 | 2,111 | 1.47% | 1.52% | 227 | +7 | 0.05% | Q1 2026 | May 08, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 14,821 | 2,095 | 0.21% | 0.22% | 228 | +194 | 1.33% | Q1 2026 | Apr 30, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 14,794 | 2,092 | 0.13% | 2.15% | 229 | -5,971,217 | -99.75% | Q1 2026 | May 12, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 14,778 | 2,089 | 0.25% | 0.27% | 230 | -79 | -0.53% | Q1 2026 | Apr 23, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 14,726 | 2,082 | 0.21% | 0.23% | 231 | -282 | -1.88% | Q1 2026 | May 08, 2026 |
| 1ST SOURCE BANK | History | Reduced | 14,470 | 2,046 | 0.11% | 0.12% | 232 | -385 | -2.59% | Q1 2026 | May 04, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 14,404 | 2,037 | 0.26% | 0.26% | 233 | -238 | -1.63% | Q1 2026 | Apr 24, 2026 |
| NEPC LLC | History | No change | 13,905 | 1,966 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Boulder Wealth Advisors, LLC | History | Reduced | 13,661 | 1,931 | 0.77% | 2.22% | 235 | -21,566 | -61.22% | Q1 2026 | May 08, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 13,570 | 1,919 | 0.08% | 0.09% | 236 | -40 | -0.29% | Q1 2026 | Apr 09, 2026 |
| RHS Financial, LLC | History | Reduced | 13,415 | 1,897 | 0.9% | 0.98% | 237 | -63 | -0.47% | Q1 2026 | Apr 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 13,221 | 1,869 | 0.06% | 0.07% | 238 | -53 | -0.4% | Q1 2026 | May 07, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 13,149 | 1,859 | 0.21% | 0.21% | 239 | +131 | 1.01% | Q1 2026 | May 07, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 12,984 | 1,836 | 0.01% | 0.01% | 240 | -267 | -2.01% | Q1 2026 | Apr 15, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 12,315 | 1,834 | 1.1% | 1.1% | 241 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 12,884 | 1,822 | 0.41% | 0.45% | 242 | -485 | -3.63% | Q1 2026 | Apr 20, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 12,789 | 1,808 | 0.56% | 0.59% | 243 | +262 | 2.09% | Q1 2026 | May 06, 2026 |
| Austin Private Wealth, LLC | History | No change | 12,122 | 1,805 | 0.13% | 0.13% | 244 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 12,728 | 1,800 | 0.37% | 0.37% | 245 | +239 | 1.91% | Q1 2026 | Apr 15, 2026 |
| Allworth Financial LP | History | Reduced | 12,727 | 1,799 | 0.01% | 0.01% | 246 | -105 | -0.82% | Q1 2026 | May 14, 2026 |
| Mendel Capital Management LLC | History | New | 12,649 | 1,788 | 0.9% | — | 247 | +12,649 | New | Q1 2026 | Apr 21, 2026 |
| WIT, LLC | History | No change | 12,474 | 1,764 | 0.03% | 0.04% | 248 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 11,324 | 1,752 | 0.04% | 0.04% | 249 | +64 | 0.57% | Q1 2026 | May 04, 2026 |
| Ipsen Advisor Group LLC | History | No change | 11,749 | 1,750 | 1.24% | 1.24% | 250 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 11,713 | 1,745 | 1.11% | 1.11% | 251 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 12,295 | 1,738 | 0.25% | 0.26% | 252 | -390 | -3.07% | Q1 2026 | Apr 23, 2026 |
| World Investment Advisors | History | Added to | 12,275 | 1,735 | 0.03% | 0.03% | 253 | +60 | 0.49% | Q1 2026 | Apr 27, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 12,201 | 1,725 | 0.1% | 0.12% | 254 | -882 | -6.74% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,427 | 1,702 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 11,947 | 1,689 | 0.02% | 0.03% | 256 | +1,614 | 15.62% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 11,764 | 1,663 | 0.0% | 0.01% | 257 | -783 | -6.24% | Q1 2026 | May 08, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 11,666 | 1,649 | 0.51% | 0.38% | 258 | -102 | -0.87% | Q1 2026 | May 12, 2026 |
| Ramiah Investment Group | History | Reduced | 11,526 | 1,630 | 1.64% | 1.8% | 259 | -839 | -6.79% | Q1 2026 | Apr 21, 2026 |
| Sage Mountain Advisors LLC | History | No change | 11,476 | 1,622 | 0.11% | 0.09% | 260 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GenTrust, LLC | History | Reduced | 11,323 | 1,601 | 0.07% | 0.08% | 261 | -1,782 | -13.6% | Q1 2026 | Apr 27, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 11,320 | 1,600 | 0.09% | 0.1% | 262 | +5,520 | 95.17% | Q1 2026 | Apr 22, 2026 |
| Charter Oak Capital Management, LLC | History | No change | 11,108 | 1,570 | 0.12% | 0.13% | 263 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 10,973 | 1,551 | 0.06% | 0.06% | 264 | +7,387 | 206.0% | Q1 2026 | May 15, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 10,494 | 1,547 | 0.31% | 0.35% | 265 | +22 | 0.21% | Q1 2026 | Apr 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 10,933 | 1,546 | 0.06% | 0.06% | 266 | +50 | 0.46% | Q1 2026 | Apr 20, 2026 |
| Bogart Wealth, LLC | History | Reduced | 10,773 | 1,523 | 0.06% | 0.08% | 267 | -3,141 | -22.57% | Q1 2026 | Apr 28, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 10,710 | 1,514 | 0.17% | 0.19% | 268 | -1,197 | -10.05% | Q1 2026 | Apr 23, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 10,660 | 1,507 | 0.06% | 0.05% | 269 | +712 | 7.16% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 10,656 | 1,506 | 0.02% | 0.02% | 270 | +769 | 7.78% | Q1 2026 | Apr 20, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 10,641 | 1,504 | 0.78% | 0.69% | 271 | -127 | -1.18% | Q1 2026 | Apr 21, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 10,543 | 1,491 | 0.18% | 0.18% | 272 | +693 | 7.04% | Q1 2026 | Apr 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 10,531 | 1,489 | 0.0% | 0.0% | 273 | +146 | 1.41% | Q1 2026 | May 14, 2026 |
| Headlands Technologies LLC | History | Added to | 10,513 | 1,486 | 0.17% | 0.13% | 274 | +301 | 2.95% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 10,474 | 1,481 | 0.0% | 0.0% | 275 | -606 | -5.47% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10,391 | 1,469 | 0.04% | 0.04% | 276 | +2,388 | 29.84% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 10,649 | 1,463 | 0.05% | 0.07% | 277 | -1,630 | -13.27% | Q1 2026 | May 15, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 10,341 | 1,462 | 0.25% | 0.28% | 278 | -115 | -1.1% | Q1 2026 | May 05, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 10,300 | 1,456 | 0.04% | 0.04% | 279 | -99 | -0.95% | Q1 2026 | May 07, 2026 |
| OLIO Financial Planning | History | Added to | 10,282 | 1,454 | 0.4% | 0.42% | 280 | +198 | 1.96% | Q1 2026 | Apr 14, 2026 |
| Vise Technologies, Inc. | History | No change | 9,726 | 1,448 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SNS Financial Group, LLC | History | Added to | 10,195 | 1,441 | 0.12% | 0.13% | 282 | +79 | 0.78% | Q1 2026 | Apr 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 10,070 | 1,424 | 0.11% | 0.12% | 283 | -231 | -2.24% | Q1 2026 | May 13, 2026 |
| Montecito Bank & Trust | History | Reduced | 9,969 | 1,409 | 0.23% | 0.3% | 284 | -2,728 | -21.49% | Q1 2026 | Apr 16, 2026 |
| BESSEMER GROUP INC | History | Reduced | 9,884 | 1,398 | 0.0% | 0.0% | 285 | -2,005 | -16.86% | Q1 2026 | May 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 9,438 | 1,393 | 0.08% | 0.08% | 286 | +373 | 4.11% | Q1 2026 | Apr 17, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 9,843 | 1,391 | 0.29% | 0.31% | 287 | -22 | -0.22% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 10,050 | 1,385 | 0.0% | 0.0% | 288 | +2,182 | 27.73% | Q1 2026 | May 15, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 9,784 | 1,383 | 0.56% | 0.61% | 289 | -128 | -1.29% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 9,260 | 1,379 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,638 | 1,362 | 0.0% | 0.0% | 291 | +8,603 | 831.21% | Q1 2026 | May 01, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 9,551 | 1,360 | 0.02% | 0.03% | 292 | -102 | -1.06% | Q1 2026 | May 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 9,558 | 1,351 | 0.92% | 0.95% | 293 | +56 | 0.59% | Q1 2026 | May 04, 2026 |
| West Wealth Group, LLC | History | Reduced | 9,468 | 1,339 | 0.26% | 0.31% | 294 | -654 | -6.46% | Q1 2026 | May 11, 2026 |
| CWC Advisors, LLC. | History | No change | 9,446 | 1,335 | 0.64% | 0.68% | 295 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 9,426 | 1,333 | 0.05% | 0.05% | 296 | +145 | 1.56% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 9,352 | 1,322 | 0.04% | 0.05% | 297 | -532 | -5.38% | Q1 2026 | Apr 08, 2026 |
| Compass Ion Advisors, LLC | History | No change | 9,250 | 1,308 | 0.12% | 0.13% | 298 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BLB&B Advisors, LLC | History | Added to | 9,224 | 1,304 | 0.05% | 0.06% | 299 | +243 | 2.71% | Q1 2026 | Apr 28, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 9,210 | 1,302 | 0.04% | 0.01% | 300 | +7,567 | 460.56% | Q1 2026 | May 06, 2026 |