iSHARES TRUST - ESML
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 | Added to | 3,238,788 | 152,287 | 0.01% | 0.01% | 1 | +305,060 | 10.4% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,107,110 | 99,076 | 0.01% | 0.01% | 2 | +42,521 | 2.06% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,064,849 | 97,089 | 0.01% | 0.01% | 3 | +241,337 | 13.23% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 1,789,266 | 84,131 | 0.16% | 0.16% | 4 | +5,843 | 0.33% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 1,568,282 | 73,740 | 0.05% | 0.05% | 5 | +21,961 | 1.42% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,157,902 | 54,444 | 0.01% | 0.01% | 6 | +24,636 | 2.17% | Q1 2026 | May 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,024,984 | 46,739 | 0.36% | — | 7 | +1,024,984 | New | Q1 2026 | May 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 854,219 | 40,165 | 0.47% | 0.45% | 8 | -7,194 | -0.84% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 800,000 | 37,616 | 0.13% | 0.12% | 9 | -30,000 | -3.61% | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Added to | 743,837 | 34,975 | 0.0% | 0.0% | 10 | +23,618 | 3.28% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 721,433 | 33,921 | 0.01% | 0.01% | 11 | +33,168 | 4.82% | Q1 2026 | May 11, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 708,994 | 33,336 | 0.13% | — | 12 | +708,994 | New | Q1 2026 | May 12, 2026 |
| Acorns Advisers, LLC | History | Reduced | 641,249 | 30,151 | 0.22% | 0.22% | 13 | -7,593 | -1.17% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 621,612 | 29,228 | 0.1% | 0.1% | 14 | -65,069 | -9.48% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 608,253 | 28,600 | 0.02% | 0.02% | 15 | +24,350 | 4.17% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 544,385 | 25,597 | 0.0% | 0.0% | 16 | +20,485 | 3.91% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 513,701 | 24,154 | 0.0% | 0.0% | 17 | +51,025 | 11.03% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 481,842 | 22,655 | 0.01% | 0.01% | 18 | -92,055 | -16.04% | Q1 2026 | May 15, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 472,402 | 22,212 | 0.75% | 0.76% | 19 | -2,189 | -0.46% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 461,532 | 21,701 | 0.09% | 0.08% | 20 | -2,205 | -0.48% | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 453,338 | 21,315 | 0.02% | 0.02% | 21 | -829 | -0.18% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 430,739 | 20,253 | 0.01% | 0.0% | 22 | +42,911 | 11.06% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 381,872 | 17,955 | 0.01% | 0.01% | 23 | +50,596 | 15.27% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 329,737 | 15,504 | 0.02% | 0.02% | 24 | +43,213 | 15.08% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 308,007 | 14,482 | 0.02% | 0.02% | 25 | +2,361 | 0.77% | Q1 2026 | May 05, 2026 |
| Accredited Investors Inc. | History | Reduced | 299,191 | 14,067 | 0.76% | 0.73% | 26 | -1,757 | -0.58% | Q1 2026 | Apr 30, 2026 |
| Modera Wealth Management, LLC | History | Added to | 287,377 | 13,512 | 0.16% | 0.15% | 27 | +1,102 | 0.38% | Q1 2026 | May 06, 2026 |
| Wealth Architects, LLC | History | Added to | 283,141 | 13,313 | 1.19% | 1.16% | 28 | +3,234 | 1.16% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 262,528 | 12,344 | 0.21% | 0.22% | 29 | -5,244 | -1.96% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 262,028 | 12,320 | 0.07% | 0.02% | 30 | +192,544 | 277.11% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 223,883 | 10,526 | 0.05% | 0.05% | 31 | -6,004 | -2.61% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 182,045 | 8,559 | 0.01% | 0.01% | 32 | +11,835 | 6.95% | Q1 2026 | May 12, 2026 |
| BAILARD, INC. | History | Reduced | 179,698 | 8,449 | 0.19% | 0.18% | 33 | -775 | -0.43% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 178,049 | 8,372 | 0.02% | 0.02% | 34 | -7,368 | -3.97% | Q1 2026 | Apr 30, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 176,801 | 8,313 | 0.12% | 0.13% | 35 | -24,109 | -12.0% | Q1 2026 | May 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 166,502 | 7,828 | 0.16% | 0.16% | 36 | -2,644 | -1.56% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 155,570 | 7,314 | 0.0% | 0.0% | 37 | -2,921 | -1.84% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 150,977 | 7,098 | 0.01% | 0.01% | 38 | -861 | -0.57% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 147,916 | 6,954 | 0.0% | 0.0% | 39 | +18,930 | 14.68% | Q1 2026 | May 04, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 144,606 | 6,799 | 0.46% | 0.45% | 40 | +1,981 | 1.39% | Q1 2026 | May 12, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 143,519 | 6,748 | 0.04% | 0.04% | 41 | +319 | 0.22% | Q1 2026 | May 05, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 142,291 | 6,690 | 0.17% | 0.18% | 42 | -5,938 | -4.01% | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 138,397 | 6,507 | 0.1% | 0.11% | 43 | +1,407 | 1.03% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 137,059 | 6,444 | 0.06% | 0.0% | 44 | +135,120 | 6968.54% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 138,384 | 6,377 | 0.0% | 0.0% | 45 | +27,042 | 24.29% | Q1 2026 | May 15, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 131,796 | 6,197 | 0.94% | 0.87% | 46 | +6,168 | 4.91% | Q1 2026 | Apr 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 134,653 | 6,191 | 0.45% | 0.45% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stanich Group LLC | History | Added to | 130,308 | 6,127 | 4.67% | 4.38% | 48 | +3,964 | 3.14% | Q1 2026 | Apr 15, 2026 |
| Alaska Wealth Advisors, LLC | History | Reduced | 119,313 | 5,610 | 0.67% | 0.7% | 49 | -733 | -0.61% | Q1 2026 | Apr 24, 2026 |
| Apella Capital, LLC | History | Added to | 107,468 | 5,506 | 0.08% | 0.08% | 50 | +23,450 | 27.91% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 115,914 | 5,450 | 0.01% | 0.01% | 51 | +18,208 | 18.64% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 112,794 | 5,303 | 0.01% | 0.01% | 52 | -1,455 | -1.27% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 112,177 | 5,274 | 0.05% | 0.05% | 53 | +26 | 0.02% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 105,860 | 4,977 | 0.07% | 0.07% | 54 | -6,952 | -6.16% | Q1 2026 | May 15, 2026 |
| Gemmer Asset Management LLC | History | Added to | 103,992 | 4,889 | 0.39% | 0.33% | 55 | +11,223 | 12.1% | Q1 2026 | Apr 22, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 99,939 | 4,699 | 0.17% | — | 56 | +99,939 | New | Q1 2026 | May 12, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 99,516 | 4,679 | 1.81% | 1.75% | 57 | +843 | 0.85% | Q1 2026 | Apr 29, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 99,013 | 4,655 | 4.49% | 2.53% | 58 | +43,642 | 78.82% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 100,337 | 4,613 | 0.08% | 0.08% | 59 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Reduced | 97,610 | 4,589 | 0.02% | 0.03% | 60 | -3,833 | -3.78% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 96,063 | 4,516 | 0.01% | 0.0% | 61 | +17,444 | 22.19% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 88,999 | 4,233 | 0.01% | 0.01% | 62 | -60,646 | -40.53% | Q1 2026 | Apr 08, 2026 |
| GTS SECURITIES LLC | History | New | 87,593 | 4,118 | 0.15% | — | 63 | +87,593 | New | Q1 2026 | May 14, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 80,395 | 3,780 | 1.31% | 1.33% | 64 | -822 | -1.01% | Q1 2026 | May 14, 2026 |
| MOR Wealth Management, LLC | History | Added to | 80,270 | 3,774 | 1.73% | 1.68% | 65 | +123 | 0.15% | Q1 2026 | Apr 24, 2026 |
| TFC Financial Management, Inc. | History | Added to | 78,829 | 3,706 | 0.46% | 0.02% | 66 | +74,989 | 1952.84% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 77,422 | 3,640 | 0.06% | 0.07% | 67 | +2,464 | 3.29% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Added to | 77,361 | 3,637 | 0.26% | 0.25% | 68 | +2,407 | 3.21% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 75,039 | 3,528 | 0.0% | 0.01% | 69 | -107,853 | -58.97% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 73,550 | 3,458 | 0.0% | 0.0% | 70 | +3,928 | 5.64% | Q1 2026 | May 15, 2026 |
| Gradient Investments LLC | History | Reduced | 72,449 | 3,406 | 0.05% | 0.05% | 71 | -1,659 | -2.24% | Q1 2026 | Apr 13, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 70,944 | 3,335 | 0.77% | 0.76% | 72 | -2,077 | -2.84% | Q1 2026 | Apr 10, 2026 |
| eCIO, Inc. | History | Reduced | 69,010 | 3,244 | 1.43% | 1.53% | 73 | -2,491 | -3.48% | Q1 2026 | Apr 14, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 67,289 | 3,163 | 1.43% | 1.44% | 74 | +4,296 | 6.82% | Q1 2026 | Apr 20, 2026 |
| Clarius Group, LLC | History | No change | 67,619 | 3,109 | 0.18% | 0.18% | 75 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 64,576 | 3,036 | 0.12% | 0.12% | 76 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 64,267 | 3,021 | 0.04% | 0.05% | 77 | -5,625 | -8.05% | Q1 2026 | Apr 08, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 62,028 | 2,916 | 0.05% | 0.05% | 78 | +1,307 | 2.15% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 62,534 | 2,851 | 0.0% | 0.0% | 79 | -1,021 | -1.61% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 60,602 | 2,849 | 0.0% | 0.0% | 80 | +9,910 | 19.55% | Q1 2026 | May 15, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 60,406 | 2,840 | 0.36% | 0.4% | 81 | -11,672 | -16.19% | Q1 2026 | Apr 24, 2026 |
| Haverford Trust Co | History | Reduced | 59,542 | 2,799 | 0.03% | 0.02% | 82 | -438 | -0.73% | Q1 2026 | May 11, 2026 |
| WESBANCO BANK INC | History | Reduced | 58,777 | 2,763 | 0.08% | 0.08% | 83 | -1,414 | -2.35% | Q1 2026 | Apr 21, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 58,353 | 2,743 | 1.45% | 1.51% | 84 | -1,069 | -1.8% | Q1 2026 | Apr 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 54,584 | 2,566 | 0.04% | 0.03% | 85 | -620 | -1.12% | Q1 2026 | May 01, 2026 |
| rebel Financial LLC | History | Reduced | 53,515 | 2,516 | 1.09% | 1.09% | 86 | -1,935 | -3.49% | Q1 2026 | Apr 24, 2026 |
| Francis Financial, Inc. | History | Reduced | 53,017 | 2,492 | 0.46% | 0.48% | 87 | -963 | -1.78% | Q1 2026 | May 07, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 52,932 | 2,488 | 0.19% | 0.2% | 88 | -4,218 | -7.38% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Wealth | History | Added to | 52,041 | 2,446 | 0.0% | 0.0% | 89 | +1,627 | 3.23% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 51,869 | 2,439 | 0.0% | 0.0% | 90 | -6,949 | -11.81% | Q1 2026 | May 15, 2026 |
| Omega Financial Group, LLC | History | Reduced | 50,571 | 2,377 | 0.77% | 0.84% | 92 | -5,257 | -9.42% | Q1 2026 | May 12, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 50,556 | 2,377 | 0.07% | 0.06% | 91 | +3,075 | 6.48% | Q1 2026 | May 11, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 48,922 | 2,300 | 0.2% | 0.2% | 93 | -367 | -0.74% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 48,295 | 2,270 | 0.01% | 0.01% | 94 | +547 | 1.15% | Q1 2026 | May 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 47,121 | 2,215 | 0.06% | 0.06% | 95 | -4,178 | -8.14% | Q1 2026 | Apr 21, 2026 |
| Cerity Partners LLC | History | Added to | 46,816 | 2,201 | 0.0% | 0.0% | 96 | +1,192 | 2.61% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 46,383 | 2,180 | 0.0% | 0.0% | 97 | +883 | 1.94% | Q1 2026 | May 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 45,308 | 2,130 | 0.21% | 0.21% | 98 | +57 | 0.13% | Q1 2026 | Apr 30, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 45,152 | 2,123 | 0.14% | 0.14% | 99 | -581 | -1.27% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Reduced | 45,166 | 2,123 | 0.01% | 0.01% | 100 | -73 | -0.16% | Q1 2026 | May 14, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 43,881 | 2,063 | 1.09% | 1.12% | 101 | +206 | 0.47% | Q1 2026 | Apr 23, 2026 |
| Pearl Planning LLC | History | Added to | 43,298 | 2,035 | 1.09% | 1.18% | 102 | +1,348 | 3.21% | Q1 2026 | Apr 30, 2026 |
| Asset Dedication, LLC | History | No change | 44,099 | 2,027 | 0.13% | 0.13% | 103 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WRAPMANAGER INC | History | Reduced | 42,821 | 2,013 | 0.7% | 0.86% | 104 | -12,650 | -22.8% | Q1 2026 | May 11, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 39,797 | 1,998 | 0.27% | 0.3% | 105 | +5,247 | 15.19% | Q1 2026 | May 11, 2026 |
| ASPIRIANT, LLC | History | No change | 40,343 | 1,896 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 36,731 | 1,879 | 0.04% | 0.04% | 107 | -43 | -0.12% | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 39,942 | 1,878 | 0.01% | 0.01% | 108 | -1,962 | -4.68% | Q1 2026 | Apr 30, 2026 |
| Addison Advisors LLC | History | Reduced | 38,378 | 1,804 | 0.4% | 0.4% | 109 | -104 | -0.27% | Q1 2026 | May 08, 2026 |
| One Capital Management, LLC | History | Added to | 38,224 | 1,797 | 0.05% | 0.04% | 110 | +7,913 | 26.11% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 37,795 | 1,777 | 0.03% | 0.04% | 111 | -1,883 | -4.75% | Q1 2026 | Apr 14, 2026 |
| Garde Capital, Inc. | History | Added to | 36,552 | 1,718 | 0.1% | 0.1% | 112 | +535 | 1.49% | Q1 2026 | Apr 28, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 36,347 | 1,709 | 0.05% | 0.03% | 113 | +15,133 | 71.33% | Q1 2026 | Apr 28, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 35,119 | 1,651 | 0.02% | 0.02% | 114 | +107 | 0.31% | Q1 2026 | Apr 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 34,804 | 1,636 | 0.01% | 0.01% | 115 | +23 | 0.07% | Q1 2026 | May 08, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 34,530 | 1,623 | 1.04% | 2.44% | 116 | -49,502 | -58.91% | Q1 2026 | Apr 22, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 34,053 | 1,601 | 0.1% | 0.24% | 117 | -2,116,034 | -98.42% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 33,162 | 1,559 | 0.01% | 0.01% | 118 | +2,055 | 6.61% | Q1 2026 | May 12, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 30,918 | 1,453 | 0.3% | 0.28% | 119 | +1,802 | 6.19% | Q1 2026 | Apr 15, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | Added to | 30,811 | 1,448 | 1.58% | 1.57% | 120 | +4,204 | 15.8% | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 30,724 | 1,444 | 0.02% | — | 121 | +30,724 | New | Q1 2026 | May 01, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Reduced | 30,286 | 1,424 | 0.67% | 0.69% | 122 | -1,238 | -3.93% | Q1 2026 | Apr 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 30,024 | 1,411 | 0.02% | 0.01% | 123 | +6,374 | 26.95% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Reduced | 29,914 | 1,406 | 0.01% | 0.01% | 124 | -370 | -1.22% | Q1 2026 | May 15, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 29,649 | 1,394 | 0.32% | 0.33% | 125 | -875 | -2.87% | Q1 2026 | May 04, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 29,619 | 1,392 | 0.22% | 0.26% | 126 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,243 | 1,375 | 0.01% | 0.0% | 127 | +3,826 | 15.05% | Q1 2026 | Apr 30, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 28,966 | 1,361 | 0.07% | 0.08% | 128 | -606 | -2.05% | Q1 2026 | Apr 16, 2026 |
| Values Added Financial LLC | History | Reduced | 28,732 | 1,350 | 0.57% | 0.57% | 129 | -804 | -2.72% | Q1 2026 | Apr 20, 2026 |
| Brookstone Capital Management | History | Added to | 28,071 | 1,319 | 0.02% | 0.01% | 130 | +2,795 | 11.06% | Q1 2026 | Apr 16, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 28,004 | 1,316 | 0.53% | 0.5% | 131 | +367 | 1.33% | Q1 2026 | Apr 08, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 27,552 | 1,295 | 0.67% | 0.72% | 132 | -4,729 | -14.65% | Q1 2026 | May 06, 2026 |
| PFG Investments, LLC | History | New | 27,248 | 1,281 | 0.06% | — | 133 | +27,248 | New | Q1 2026 | Apr 27, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 26,814 | 1,260 | 0.16% | 0.17% | 134 | -2,283 | -7.85% | Q1 2026 | May 07, 2026 |
| BSW Wealth Partners | History | Reduced | 26,760 | 1,258 | 0.15% | 0.17% | 135 | -3,331 | -11.07% | Q1 2026 | Apr 14, 2026 |
| ASSETMARK, INC | History | Added to | 26,743 | 1,257 | 0.0% | 0.0% | 136 | +753 | 2.9% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 26,309 | 1,237 | 0.0% | 0.0% | 137 | +4,899 | 22.88% | Q1 2026 | May 14, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 26,288 | 1,236 | 0.91% | 0.81% | 138 | +1,590 | 6.44% | Q1 2026 | Apr 16, 2026 |
| Hardy Reed LLC | History | Added to | 25,866 | 1,216 | 0.09% | 0.08% | 139 | +1,992 | 8.34% | Q1 2026 | Apr 28, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 25,838 | 1,214 | 0.19% | 0.21% | 140 | -3,047 | -10.55% | Q1 2026 | Apr 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 25,690 | 1,207 | 0.0% | 0.0% | 141 | -7,285 | -22.09% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 25,481 | 1,198 | 0.01% | 0.01% | 142 | +340 | 1.35% | Q1 2026 | May 11, 2026 |
| Wealth Advisory Team LLC | History | No change | 25,090 | 1,153 | 1.02% | 1.02% | 143 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 24,457 | 1,149 | 0.24% | 0.26% | 144 | -2,213 | -8.3% | Q1 2026 | Apr 30, 2026 |
| Trilogy Capital Inc. | History | Added to | 23,659 | 1,112 | 0.05% | 0.05% | 145 | +1,756 | 8.02% | Q1 2026 | Apr 21, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 23,496 | 1,104 | 0.06% | 0.06% | 146 | -2,000 | -7.84% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 23,415 | 1,100 | 0.0% | 0.0% | 147 | -7,541 | -24.36% | Q1 2026 | May 04, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 22,802 | 1,072 | 0.36% | 0.4% | 148 | -4,133 | -15.34% | Q1 2026 | Apr 08, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 22,631 | 1,064 | 0.22% | 0.21% | 149 | -81 | -0.36% | Q1 2026 | Apr 15, 2026 |
| Blue Edge Capital, LLC | History | No change | 22,923 | 1,054 | 0.14% | 0.14% | 150 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 22,064 | 1,037 | 0.03% | — | 152 | +22,064 | New | Q1 2026 | May 15, 2026 |
| Aufman Associates Inc | History | Reduced | 22,063 | 1,037 | 0.51% | 0.52% | 151 | -197 | -0.88% | Q1 2026 | May 15, 2026 |
| Opes Wealth Management LLC | History | Added to | 21,996 | 1,034 | 0.17% | 0.16% | 153 | +60 | 0.27% | Q1 2026 | Apr 28, 2026 |
| Cascade Financial Partners, LLC | History | No change | 21,962 | 1,032 | 0.11% | 0.1% | 154 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 21,822 | 1,026 | 0.49% | 0.74% | 155 | -23,094 | -51.42% | Q1 2026 | Apr 27, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 21,494 | 1,010 | 0.03% | 0.03% | 156 | +463 | 2.2% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 21,318 | 1,002 | 0.0% | — | 157 | +21,318 | New | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 21,143 | 994 | 0.02% | 0.02% | 158 | +80 | 0.38% | Q1 2026 | Apr 29, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 21,123 | 993 | 0.11% | 0.1% | 159 | +61 | 0.29% | Q1 2026 | Apr 23, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 20,270 | 953 | 0.03% | 0.04% | 160 | -11,938 | -37.07% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Reduced | 20,235 | 951 | 0.03% | 0.03% | 161 | -381 | -1.85% | Q1 2026 | May 14, 2026 |
| SNS Financial Group, LLC | History | Added to | 20,058 | 943 | 0.08% | 0.08% | 162 | +734 | 3.8% | Q1 2026 | Apr 14, 2026 |
| Sound Stewardship, LLC | History | Reduced | 19,768 | 929 | 0.43% | 0.45% | 163 | -448 | -2.22% | Q1 2026 | Apr 10, 2026 |
| CGN Advisors LLC | History | Reduced | 19,724 | 927 | 0.07% | 0.08% | 164 | -946 | -4.58% | Q1 2026 | Apr 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 19,596 | 921 | 0.0% | 0.0% | 165 | +586 | 3.08% | Q1 2026 | May 14, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 19,385 | 911 | 0.64% | 0.69% | 166 | -1,612 | -7.68% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 19,314 | 908 | 0.0% | — | 167 | +19,314 | New | Q1 2026 | May 15, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 19,019 | 903 | 0.15% | 0.14% | 168 | +50 | 0.26% | Q1 2026 | Apr 20, 2026 |
| Parallel Advisors, LLC | History | Reduced | 19,044 | 895 | 0.02% | 0.02% | 169 | -2,399 | -11.19% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 18,653 | 881 | 0.0% | 0.0% | 170 | +151 | 0.82% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 18,641 | 876 | 0.0% | 0.0% | 171 | +18,450 | 9659.69% | Q1 2026 | May 13, 2026 |
| One Day In July LLC | History | Added to | 18,522 | 870 | 0.07% | 0.07% | 172 | +350 | 1.93% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 16,891 | 851 | 0.02% | — | 173 | +16,891 | New | Q1 2026 | May 01, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 18,063 | 849 | 0.24% | 0.18% | 174 | +3,986 | 28.32% | Q1 2026 | Apr 08, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 18,262 | 839 | 0.16% | 0.16% | 175 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| COMMERCE BANK | History | Reduced | 17,721 | 833 | 0.0% | 0.0% | 176 | -961 | -5.14% | Q1 2026 | May 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 17,674 | 831 | 0.01% | 0.01% | 177 | +2,207 | 14.27% | Q1 2026 | May 13, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 17,670 | 830 | 0.04% | 0.04% | 178 | -235 | -1.31% | Q1 2026 | Apr 09, 2026 |
| Mason & Associates Inc | History | Added to | 18,180 | 829 | 0.16% | 0.15% | 180 | +460 | 2.6% | Q1 2026 | Apr 30, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 17,638 | 829 | 0.55% | 0.51% | 179 | +217 | 1.25% | Q1 2026 | Apr 21, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 17,434 | 819 | 0.06% | 0.06% | 181 | -1,494 | -7.89% | Q1 2026 | Apr 23, 2026 |
| Northland Capital Management LLC | History | Reduced | 17,391 | 817 | 0.45% | 0.47% | 182 | -704 | -3.89% | Q1 2026 | Apr 21, 2026 |
| Horizon Investments, LLC | History | Added to | 17,324 | 814 | 0.01% | 0.0% | 183 | +13,206 | 320.69% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,067 | 809 | 0.01% | 0.01% | 184 | +278 | 1.66% | Q1 2026 | Apr 07, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 16,860 | 792 | 0.22% | 0.22% | 186 | -247 | -1.44% | Q1 2026 | Apr 08, 2026 |
| Portland Global Advisors LLC | History | Reduced | 16,850 | 792 | 0.08% | 0.08% | 185 | -200 | -1.17% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 16,819 | 790 | 0.01% | 0.01% | 187 | -642 | -3.68% | Q1 2026 | Apr 28, 2026 |
| Brewster Financial Planning LLC | History | Reduced | 16,543 | 777 | 0.47% | 0.47% | 188 | -142 | -0.85% | Q1 2026 | May 04, 2026 |
| Well Done, LLC | History | Added to | 16,277 | 765 | 0.11% | 0.1% | 189 | +1,917 | 13.35% | Q1 2026 | Apr 14, 2026 |
| Empower Advisory Group, LLC | History | Added to | 15,707 | 738 | 0.0% | 0.0% | 191 | +5,079 | 47.79% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 15,694 | 738 | 0.0% | 0.0% | 190 | +4,157 | 36.03% | Q1 2026 | May 01, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 15,470 | 727 | 0.0% | 0.0% | 192 | +2,486 | 19.15% | Q1 2026 | May 13, 2026 |
| Financial Connections Group, Inc. | History | No change | 15,384 | 723 | 0.25% | 0.24% | 193 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 15,588 | 716 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 15,226 | 715 | 0.16% | 0.19% | 195 | -668 | -4.2% | Q1 2026 | Apr 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 14,658 | 689 | 0.04% | 0.0% | 196 | +14,247 | 3466.42% | Q1 2026 | May 05, 2026 |
| PDS Planning, Inc | History | Added to | 14,444 | 679 | 0.04% | 0.04% | 197 | +1,737 | 13.67% | Q1 2026 | Apr 21, 2026 |
| Klaas Financial Asset Advisors, LLC | History | New | 14,386 | 676 | 0.09% | — | 199 | +14,386 | New | Q1 2026 | Apr 16, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 14,397 | 676 | 0.06% | 0.07% | 198 | -1,315 | -8.37% | Q1 2026 | May 11, 2026 |
| American Trust | History | Reduced | 14,342 | 674 | 0.06% | 0.09% | 200 | -1,150 | -7.42% | Q1 2026 | May 01, 2026 |
| Modern Wealth Management, LLC | History | Added to | 14,131 | 669 | 0.01% | 0.01% | 201 | +4,445 | 45.89% | Q1 2026 | May 14, 2026 |
| Paragon Capital Management Ltd | History | Added to | 14,134 | 664 | 0.14% | 0.09% | 203 | +4,035 | 39.95% | Q1 2026 | Apr 15, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 14,122 | 664 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 13,871 | 652 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 13,813 | 649 | 0.29% | 0.29% | 205 | +6 | 0.04% | Q1 2026 | Apr 22, 2026 |
| BROWN ADVISORY INC | History | Reduced | 13,797 | 648 | 0.0% | 0.0% | 206 | -459 | -3.22% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 13,753 | 647 | 0.01% | 0.01% | 207 | +161 | 1.18% | Q1 2026 | Apr 07, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 13,705 | 644 | 0.08% | 0.08% | 208 | +715 | 5.5% | Q1 2026 | Apr 28, 2026 |
| Round Rock Advisors LLC | History | No change | 13,618 | 640 | 0.1% | 0.09% | 209 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allodium Investment Consultants, LLC | History | New | 13,570 | 638 | 0.31% | — | 210 | +13,570 | New | Q1 2026 | Apr 09, 2026 |
| Great Diamond Partners, LLC | History | Added to | 13,251 | 623 | 0.12% | 0.11% | 211 | +846 | 6.82% | Q1 2026 | May 12, 2026 |
| Dunhill Financial, LLC | History | Reduced | 12,883 | 605 | 0.14% | 0.16% | 213 | -1,104 | -7.89% | Q1 2026 | May 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 12,886 | 605 | 0.01% | 0.01% | 212 | +30 | 0.23% | Q1 2026 | May 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 12,804 | 602 | 0.05% | 0.05% | 214 | -204 | -1.57% | Q1 2026 | Apr 20, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 12,677 | 596 | 0.02% | 0.02% | 215 | -1,356 | -9.66% | Q1 2026 | May 13, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 12,487 | 587 | 0.08% | 0.08% | 216 | -18 | -0.14% | Q1 2026 | Apr 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 11,350 | 560 | 0.03% | 0.02% | 217 | +4,614 | 68.5% | Q1 2026 | Apr 17, 2026 |
| Bangor Savings Bank | History | Reduced | 11,908 | 559 | 0.04% | 0.05% | 218 | -947 | -7.37% | Q1 2026 | Apr 01, 2026 |
| Neuberger Berman Group LLC | History | Added to | 11,672 | 548 | 0.0% | 0.0% | 219 | +287 | 2.52% | Q1 2026 | May 14, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 11,615 | 546 | 0.19% | 0.19% | 220 | -251 | -2.12% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | Added to | 11,522 | 541 | 0.0% | 0.0% | 221 | +10,897 | 1743.52% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 11,515 | 540 | 0.01% | 0.01% | 222 | -3,374 | -22.66% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 11,415 | 536 | 0.01% | — | 224 | +11,415 | New | Q1 2026 | May 14, 2026 |
| Johnson Financial Group, LLC | History | No change | 11,415 | 536 | 0.04% | 0.03% | 223 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OLIO Financial Planning | History | Reduced | 11,143 | 523 | 0.14% | 0.15% | 225 | -179 | -1.58% | Q1 2026 | Apr 14, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 11,095 | 521 | 0.09% | 0.07% | 226 | +2,384 | 27.37% | Q1 2026 | May 01, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 11,056 | 519 | 0.13% | 0.12% | 227 | +517 | 4.91% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 10,981 | 516 | 0.01% | 0.01% | 228 | -42 | -0.38% | Q1 2026 | May 14, 2026 |
| MAYPORT, LLC | History | No change | 10,951 | 514 | 0.1% | 0.1% | 229 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| 1ST SOURCE BANK | History | No change | 10,818 | 508 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Diversified Trust Co | History | No change | 10,765 | 506 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| DAVENPORT & Co LLC | History | Added to | 10,579 | 497 | 0.0% | 0.0% | 232 | +1 | 0.01% | Q1 2026 | Apr 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 10,387 | 488 | 0.01% | 0.01% | 233 | +1,449 | 16.21% | Q1 2026 | Apr 22, 2026 |
| Brooklyn FI, LLC | History | Added to | 10,175 | 478 | 0.1% | 0.1% | 234 | +71 | 0.7% | Q1 2026 | May 11, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 10,113 | 475 | 0.08% | 0.09% | 235 | -201 | -1.95% | Q1 2026 | Apr 17, 2026 |
| Key FInancial Inc | History | Added to | 10,000 | 470 | 0.08% | 0.05% | 236 | +4,480 | 81.16% | Q1 2026 | Apr 24, 2026 |
| Mokosak Advisory Group, LLC | History | Reduced | 9,971 | 468 | 0.12% | 0.12% | 237 | -441 | -4.24% | Q1 2026 | Apr 28, 2026 |
| Carr Financial Group Corp | History | Added to | 9,933 | 467 | 0.12% | 0.11% | 239 | +807 | 8.84% | Q1 2026 | May 12, 2026 |
| Farmers National Bank | History | No change | 10,164 | 467 | 0.1% | 0.1% | 238 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Foster Group, Inc. | History | Reduced | 9,817 | 461 | 0.01% | 0.01% | 240 | -459 | -4.47% | Q1 2026 | Apr 13, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 9,559 | 449 | 0.27% | 0.25% | 241 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Trailhead Planners LLC | History | Reduced | 9,527 | 447 | 0.43% | 0.45% | 244 | -532 | -5.29% | Q1 2026 | May 06, 2026 |
| TRUEFG, LLC | History | Reduced | 9,508 | 447 | 0.12% | 0.12% | 243 | -443 | -4.45% | Q1 2026 | Apr 22, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 9,520 | 447 | 0.04% | 0.04% | 242 | +4 | 0.04% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 9,360 | 440 | 0.0% | 0.0% | 245 | -961 | -9.31% | Q1 2026 | Apr 24, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 9,350 | 439 | 0.1% | 0.1% | 246 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 9,270 | 436 | 0.01% | — | 247 | +9,270 | New | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 8,823 | 414 | 0.0% | 0.0% | 248 | +275 | 3.22% | Q1 2026 | May 13, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 8,641 | 406 | 0.15% | 0.09% | 249 | +3,211 | 59.13% | Q1 2026 | May 08, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 8,594 | 404 | 0.03% | 0.03% | 250 | -35 | -0.41% | Q1 2026 | May 07, 2026 |
| SOL Capital Management CO | History | New | 10,714 | 403 | 0.2% | — | 251 | +10,714 | New | Q1 2026 | Apr 24, 2026 |
| Nautilus Advisors LLC | History | Added to | 8,466 | 398 | 0.27% | 0.25% | 252 | +1 | 0.01% | Q1 2026 | Apr 17, 2026 |
| First Pacific Financial | History | Added to | 8,428 | 396 | 0.05% | 0.04% | 253 | +1,093 | 14.9% | Q1 2026 | Apr 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 8,373 | 393 | 0.01% | 0.01% | 254 | -82 | -0.97% | Q1 2026 | Apr 08, 2026 |
| Midwest Trust Co | History | Added to | 8,211 | 386 | 0.0% | 0.0% | 255 | +281 | 3.54% | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | Added to | 8,085 | 380 | 0.01% | 0.02% | 256 | +170 | 2.15% | Q1 2026 | May 19, 2026 |
| Riverwater Partners LLC | History | Added to | 7,995 | 375 | 0.13% | 0.14% | 257 | +5 | 0.06% | Q1 2026 | May 07, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 7,882 | 370 | 0.12% | 0.11% | 258 | -253 | -3.11% | Q1 2026 | Apr 23, 2026 |
| NWF Advisory Services Inc. | History | Added to | 7,881 | 370 | 0.04% | 0.04% | 259 | +8 | 0.1% | Q1 2026 | May 04, 2026 |
| Aureus Asset Management, LLC | History | New | 7,800 | 366 | 0.02% | — | 261 | +7,800 | New | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 7,801 | 366 | 0.0% | 0.0% | 260 | -20 | -0.26% | Q1 2026 | May 15, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 7,654 | 359 | 0.33% | 0.37% | 262 | -850 | -10.0% | Q1 2026 | May 08, 2026 |
| Onyx Bridge Wealth Group LLC | History | New | 7,622 | 358 | 0.04% | — | 263 | +7,622 | New | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,588 | 356 | 0.0% | 0.0% | 264 | -340 | -4.29% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 7,506 | 352 | 0.0% | 0.0% | 265 | -4,005 | -34.79% | Q1 2026 | May 15, 2026 |
| Orin Green Financial, LLC | History | Added to | 7,488 | 352 | 0.14% | 0.13% | 266 | +473 | 6.74% | Q1 2026 | Apr 29, 2026 |
| Opulen Financial Group LLC | History | Added to | 7,202 | 338 | 0.24% | 0.24% | 267 | +17 | 0.24% | Q1 2026 | Apr 29, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 7,170 | 337 | 0.07% | 0.08% | 268 | -1,147 | -13.79% | Q1 2026 | Apr 13, 2026 |
| Hills Bank & Trust Co | History | No change | 7,149 | 336 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 7,135 | 335 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wells Financial Advisors INC | History | No change | 7,085 | 333 | 1.51% | 0.62% | 271 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financially in Tune, LLC | History | No change | 7,070 | 332 | 0.29% | 0.3% | 272 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pathway Financial Advisors LLC | History | No change | 6,821 | 324 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Capital Analysts, LLC | History | Added to | 6,824 | 321 | 0.01% | 0.01% | 274 | +887 | 14.94% | Q1 2026 | May 14, 2026 |
| LWM ADVISORS INC | History | No change | 6,834 | 321 | 0.28% | 0.28% | 275 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Trust Co | History | Reduced | 6,822 | 320 | 0.03% | 0.03% | 277 | -799 | -10.48% | Q1 2026 | Apr 13, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 6,825 | 320 | 0.01% | 0.01% | 276 | -9 | -0.13% | Q1 2026 | Apr 13, 2026 |
| Factor Wealth Management LTD | History | New | 6,721 | 315 | 0.06% | — | 280 | +6,721 | New | Q1 2026 | Apr 20, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 6,706 | 315 | 0.03% | 0.04% | 278 | -39 | -0.58% | Q1 2026 | Apr 23, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 6,715 | 315 | 0.2% | 0.2% | 279 | -6 | -0.09% | Q1 2026 | Apr 20, 2026 |
| United Asset Strategies, Inc. | History | Added to | 6,685 | 314 | 0.02% | 0.02% | 281 | +154 | 2.36% | Q1 2026 | Apr 29, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 6,617 | 311 | 0.04% | 0.05% | 283 | +2,257 | 51.77% | Q1 2026 | May 12, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 6,623 | 311 | 0.08% | 0.08% | 282 | -144 | -2.13% | Q1 2026 | Apr 27, 2026 |
| Xena Financial Planning, LLC | History | Reduced | 6,440 | 302 | 0.34% | 0.45% | 284 | -1,968 | -23.41% | Q1 2026 | Apr 14, 2026 |
| Winter & Associates, Inc. | History | Added to | 6,317 | 302 | 0.26% | 0.27% | 285 | +32 | 0.51% | Q1 2026 | Apr 08, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 6,405 | 301 | 0.02% | 0.02% | 286 | -2,270 | -26.17% | Q1 2026 | Apr 20, 2026 |
| Weil Company, Inc. | History | Added to | 6,400 | 300 | 0.07% | 0.07% | 287 | +11 | 0.17% | Q1 2026 | Apr 15, 2026 |
| National Wealth Management Group, LLC | History | Added to | 6,330 | 297 | 0.11% | 0.08% | 288 | +1,064 | 20.21% | Q1 2026 | May 11, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 6,326 | 297 | 0.13% | 0.13% | 289 | +10 | 0.16% | Q1 2026 | Apr 06, 2026 |
| WHITTIER TRUST CO | History | Reduced | 6,201 | 296 | 0.0% | 0.02% | 290 | -25,000 | -80.13% | Q1 2026 | Apr 28, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 6,305 | 296 | 0.14% | 0.14% | 291 | -117 | -1.82% | Q1 2026 | Apr 20, 2026 |
| Friedenthal Financial | History | No change | 6,277 | 295 | 0.15% | 0.15% | 292 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 6,225 | 292 | 0.14% | 0.13% | 293 | +11 | 0.18% | Q1 2026 | May 08, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 6,196 | 291 | 0.26% | — | 294 | +6,196 | New | Q1 2026 | May 07, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 6,188 | 290 | 0.07% | 0.07% | 295 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Linscomb Wealth, Inc. | History | No change | 6,137 | 288 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 6,218 | 285 | 0.0% | 0.0% | 297 | +816 | 15.11% | Q1 2026 | May 15, 2026 |
| Harbor Group, Inc. | History | Reduced | 6,059 | 284 | 0.04% | 0.04% | 298 | -19 | -0.31% | Q1 2026 | Apr 10, 2026 |
| Old Peak Finance LLC | History | No change | 5,962 | 280 | 0.16% | 0.17% | 299 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Peak Financial Management, Inc. | History | No change | 5,934 | 279 | 0.07% | 0.07% | 300 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |