iSHARES TRUST - HEFA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | Reduced | 48,091,087 | 2,043,630 | 0.23% | 0.26% | 1 | -2,301,915 | -4.57% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 5,929,029 | 251,954 | 3.1% | 3.02% | 2 | +272,288 | 4.81% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,591,882 | 195,132 | 0.05% | 0.02% | 3 | +3,142,741 | 216.87% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 4,272,968 | 181,641 | 0.04% | 0.05% | 4 | -631,807 | -12.88% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,222,263 | 175,266 | 0.01% | 0.01% | 5 | -136,345 | -3.13% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 3,781,496 | 160,694 | 0.01% | 0.01% | 6 | +151,407 | 4.17% | Q1 2026 | May 15, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 3,579,217 | 152,098 | 5.73% | 5.31% | 7 | +136,946 | 3.98% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 3,542,299 | 150,529 | 0.04% | 0.04% | 8 | -80,502 | -2.22% | Q1 2026 | May 06, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 3,473,227 | 147,594 | 1.29% | 1.44% | 9 | -80,635 | -2.27% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,454,761 | 146,810 | 0.09% | 0.09% | 10 | -97,784 | -2.75% | Q1 2026 | May 07, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 3,367,759 | 143,112 | 3.77% | 3.82% | 11 | -102,505 | -2.95% | Q1 2026 | Apr 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 3,344,417 | 142,279 | 0.88% | 0.88% | 12 | -179,821 | -5.1% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 3,074,762 | 130,662 | 2.11% | 1.89% | 13 | +361,968 | 13.34% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,043,672 | 86,845 | 0.02% | 0.02% | 14 | -62,305 | -2.96% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,980,647 | 84,167 | 0.01% | 0.01% | 15 | -9,793 | -0.49% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 1,927,453 | 81,907 | 0.61% | 0.83% | 16 | -563,442 | -22.62% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,689,813 | 71,808 | 0.01% | 0.01% | 17 | -132,373 | -7.26% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,409,864 | 59,912 | 0.06% | 0.06% | 18 | +62,922 | 4.67% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,248,667 | 53,072 | 0.08% | 0.08% | 19 | -109,116 | -8.04% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,135,613 | 48,257 | 0.13% | 0.13% | 20 | -123,470 | -9.81% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,033,324 | 43,911 | 0.03% | 0.02% | 21 | +87,852 | 9.29% | Q1 2026 | May 08, 2026 |
| Jordan Park Group LLC | History | Reduced | 995,388 | 42,290 | 2.25% | 2.41% | 22 | -11,245 | -1.12% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 984,500 | 41,836 | 1.32% | — | 23 | +984,500 | New | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 937,602 | 39,843 | 0.01% | 0.01% | 24 | +61,412 | 7.01% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 881,418 | 37,455 | 0.04% | 0.05% | 25 | -108,043 | -10.92% | Q1 2026 | May 13, 2026 |
| Verde Capital Management | History | Added to | 831,540 | 35,336 | 7.56% | 6.83% | 26 | +57,007 | 7.36% | Q1 2026 | Apr 17, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 789,104 | 33,532 | 7.41% | 7.24% | 27 | -21,222 | -2.62% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 780,909 | 33,184 | 0.04% | 0.04% | 28 | -40,585 | -4.94% | Q1 2026 | May 14, 2026 |
| SACHEM HILL LLC | History | Reduced | 693,072 | 29,452 | 5.7% | 5.59% | 29 | -2,578 | -0.37% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 645,820 | 27,444 | 0.07% | 0.05% | 30 | +197,781 | 44.14% | Q1 2026 | Apr 30, 2026 |
| Crumly & Associates Inc. | History | Added to | 616,666 | 26,205 | 5.51% | 3.95% | 31 | +161,944 | 35.61% | Q1 2026 | Apr 02, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 524,043 | 22,269 | 0.52% | — | 32 | +524,043 | New | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 518,815 | 22,047 | 0.24% | — | 33 | +518,815 | New | Q1 2026 | May 15, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Reduced | 517,694 | 21,999 | 7.39% | 7.03% | 34 | -2,217 | -0.43% | Q1 2026 | Apr 14, 2026 |
| UBS Group AG | History | Reduced | 510,381 | 21,688 | 0.0% | 0.01% | 35 | -494,960 | -49.23% | Q1 2026 | May 05, 2026 |
| BOKF, NA | History | Added to | 481,203 | 20,448 | 0.31% | 0.28% | 36 | +41,115 | 9.34% | Q1 2026 | May 08, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 441,387 | 18,756 | 5.11% | 4.81% | 37 | +5,467 | 1.25% | Q1 2026 | Apr 27, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 427,085 | 18,148 | 3.18% | — | 38 | +427,085 | New | Q1 2026 | May 11, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 396,691 | 16,857 | 11.44% | 11.8% | 39 | -37,877 | -8.72% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 359,081 | 15,259 | 0.02% | 0.02% | 40 | -76,349 | -17.53% | Q1 2026 | Apr 27, 2026 |
| Csenge Advisory Group | History | Reduced | 353,633 | 15,027 | 0.69% | 0.7% | 41 | -22,039 | -5.87% | Q1 2026 | Apr 30, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 350,321 | 14,886 | 2.93% | 2.88% | 42 | +6,935 | 2.02% | Q1 2026 | May 12, 2026 |
| Denver PWM, LLC | History | Reduced | 332,933 | 14,872 | 5.11% | 5.13% | 43 | -71,386 | -17.66% | Q1 2026 | May 12, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 344,555 | 14,641 | 9.95% | 9.4% | 44 | +11,964 | 3.6% | Q1 2026 | Apr 23, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 333,755 | 14,183 | 0.0% | 0.0% | 45 | -10,865 | -3.15% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 320,077 | 13,798 | 0.24% | 0.24% | 46 | -3,486 | -1.08% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 333,680 | 13,754 | 0.01% | 0.01% | 47 | +81,243 | 32.18% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 311,823 | 13,250 | 0.15% | 0.17% | 48 | -15,783 | -4.82% | Q1 2026 | May 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 305,201 | 12,969 | 0.05% | — | 49 | +305,201 | New | Q1 2026 | May 12, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 295,941 | 12,576 | 4.2% | 3.76% | 50 | +35,907 | 13.81% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Added to | 273,350 | 11,616 | 0.35% | 0.28% | 51 | +45,322 | 19.88% | Q1 2026 | Apr 06, 2026 |
| Pathstone Holdings, LLC | History | No change | 270,886 | 11,511 | 0.05% | 0.04% | 52 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 261,821 | 11,126 | 7.22% | 6.87% | 53 | +28,437 | 12.18% | Q1 2026 | May 08, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 256,973 | 10,920 | 2.12% | 2.41% | 54 | +6,009 | 2.39% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 255,080 | 10,839 | 0.0% | 0.0% | 55 | -21,324 | -7.71% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Reduced | 253,975 | 10,792 | 0.03% | 0.04% | 56 | -86,853 | -25.48% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 250,000 | 10,625 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cyr Financial Inc. | History | Added to | 248,421 | 10,556 | 6.21% | 5.95% | 58 | +17,564 | 7.61% | Q1 2026 | Apr 24, 2026 |
| NEPC LLC | History | No change | 241,150 | 10,247 | 0.2% | 0.21% | 59 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 237,809 | 10,105 | 0.11% | — | 60 | +237,809 | New | Q1 2026 | May 12, 2026 |
| Darrow Company, Inc. | History | Added to | 223,202 | 9,484 | 4.27% | 4.13% | 61 | +895 | 0.4% | Q1 2026 | Apr 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 221,510 | 9,413 | 0.3% | 0.33% | 62 | +95 | 0.04% | Q1 2026 | May 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 220,549 | 9,372 | 0.17% | 0.17% | 63 | +7,614 | 3.58% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 224,995 | 9,305 | 0.17% | 0.17% | 64 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 218,230 | 9,273 | 0.89% | 0.78% | 65 | +15,279 | 7.53% | Q1 2026 | May 06, 2026 |
| Weaver Capital Management LLC | History | Reduced | 212,575 | 9,033 | 1.96% | 1.91% | 66 | -6,436 | -2.94% | Q1 2026 | Apr 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 211,689 | 8,995 | 0.03% | 0.02% | 67 | +12,426 | 6.24% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 207,565 | 8,948 | 0.08% | 0.1% | 68 | -15,216 | -6.83% | Q1 2026 | Apr 07, 2026 |
| Cerity Partners LLC | History | Added to | 192,344 | 8,173 | 0.01% | 0.01% | 69 | +808 | 0.42% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 188,497 | 8,010 | 0.15% | 0.12% | 70 | +30,578 | 19.36% | Q1 2026 | Apr 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 168,096 | 7,143 | 0.01% | 0.05% | 71 | -464,004 | -73.41% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 166,967 | 7,095 | 0.01% | 0.0% | 72 | +79,310 | 90.48% | Q1 2026 | Apr 27, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 161,958 | 6,882 | 5.24% | 4.97% | 73 | +18,550 | 12.94% | Q1 2026 | Apr 21, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 153,040 | 6,503 | 2.38% | 1.32% | 74 | +61,892 | 67.9% | Q1 2026 | May 15, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 149,851 | 6,367 | 1.15% | 1.56% | 75 | +10,012 | 7.16% | Q1 2026 | May 01, 2026 |
| Keystone Financial Group | History | Added to | 149,704 | 6,361 | 0.44% | 0.02% | 76 | +143,534 | 2326.32% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 146,329 | 6,218 | 0.02% | 0.03% | 77 | -10,438 | -6.66% | Q1 2026 | Apr 30, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 145,489 | 6,182 | 1.63% | 1.57% | 78 | -2,443 | -1.65% | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | Added to | 142,517 | 6,056 | 0.0% | 0.0% | 79 | +6,514 | 4.79% | Q1 2026 | May 11, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 140,570 | 5,973 | 1.58% | 1.71% | 80 | -7,591 | -5.12% | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 140,329 | 5,963 | 0.14% | 0.14% | 81 | +821 | 0.59% | Q1 2026 | May 04, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 140,130 | 5,954 | 2.38% | 1.89% | 82 | +22,845 | 19.48% | Q1 2026 | Apr 23, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 137,540 | 5,844 | 0.33% | 3.16% | 83 | -1,288,461 | -90.35% | Q1 2026 | Apr 29, 2026 |
| Summit Asset Management, LLC | History | No change | 135,870 | 5,773 | 0.8% | 0.8% | 84 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 128,985 | 5,481 | 2.38% | 1.92% | 85 | +22,376 | 20.99% | Q1 2026 | Apr 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 122,184 | 5,192 | 0.03% | 0.03% | 86 | +3,778 | 3.19% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 120,199 | 5,107 | 0.0% | 0.0% | 87 | +148 | 0.12% | Q1 2026 | May 12, 2026 |
| Clarity Retirement & Wealth, LLC | History | Reduced | 119,745 | 5,088 | 4.1% | 5.08% | 88 | -19,816 | -14.2% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 118,144 | 5,020 | 0.15% | 0.12% | 89 | +39,002 | 49.28% | Q1 2026 | May 15, 2026 |
| Friedenthal Financial | History | Added to | 116,371 | 4,945 | 2.48% | 2.38% | 90 | +4,274 | 3.81% | Q1 2026 | Apr 20, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 115,963 | 4,927 | 1.63% | 1.76% | 91 | -15,487 | -11.78% | Q1 2026 | May 06, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 114,975 | 4,885 | 1.12% | 1.08% | 92 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 110,171 | 4,873 | 0.65% | 0.73% | 93 | -484 | -0.44% | Q1 2026 | May 06, 2026 |
| FIDUCIARY TRUST CO | History | No change | 112,698 | 4,789 | 0.06% | 0.05% | 94 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 109,895 | 4,669 | 3.02% | 2.89% | 95 | -3,379 | -2.98% | Q1 2026 | Apr 15, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 103,397 | 4,631 | 0.18% | 0.18% | 96 | -1,624 | -1.55% | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 108,639 | 4,616 | 0.02% | 0.03% | 97 | -8,582 | -7.32% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 100,417 | 4,327 | 0.01% | 0.01% | 98 | -29,991 | -23.0% | Q1 2026 | Apr 08, 2026 |
| Advyzon Investment Management, LLC | History | New | 101,330 | 4,306 | 0.39% | — | 99 | +101,330 | New | Q1 2026 | May 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 101,277 | 4,303 | 0.26% | 0.24% | 100 | +4,068 | 4.18% | Q1 2026 | May 12, 2026 |
| CVFG LLC | History | Added to | 100,564 | 4,273 | 0.53% | 2.76% | 101 | +3,182 | 3.27% | Q1 2026 | Apr 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 100,067 | 4,138 | 0.0% | — | 102 | +100,067 | New | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 97,329 | 4,135 | 0.3% | 0.3% | 103 | -4,530 | -4.45% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 96,276 | 4,091 | 0.01% | 0.0% | 104 | +17,229 | 21.8% | Q1 2026 | May 15, 2026 |
| MATTERS CAPITAL LLC | History | No change | 96,271 | 4,091 | 3.63% | 3.26% | 105 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cypress Capital, LLC | History | Reduced | 94,203 | 4,003 | 1.14% | 1.1% | 106 | -973 | -1.02% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Reduced | 92,689 | 3,938 | 0.08% | 0.08% | 107 | -2,991 | -3.13% | Q1 2026 | May 01, 2026 |
| Traveka Wealth, LLC | History | Reduced | 90,153 | 3,831 | 1.46% | 1.72% | 108 | -12,153 | -11.88% | Q1 2026 | Apr 22, 2026 |
| Sigma Planning Corp | History | Reduced | 87,800 | 3,731 | 0.1% | 0.12% | 109 | -13,226 | -13.09% | Q1 2026 | May 04, 2026 |
| TritonPoint Partners, LLC | History | Reduced | 85,670 | 3,640 | 1.34% | 2.0% | 110 | -4,982 | -5.5% | Q1 2026 | Apr 28, 2026 |
| Strategic Financial Concepts, LLC | History | New | 79,597 | 3,445 | 0.85% | — | 111 | +79,597 | New | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 79,600 | 3,382 | 0.02% | — | 112 | +79,600 | New | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 79,337 | 3,371 | 0.04% | 0.04% | 113 | -8,766 | -9.95% | Q1 2026 | Apr 20, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 79,277 | 3,368 | 0.08% | 0.08% | 114 | -4,367 | -5.22% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 79,228 | 3,366 | 0.02% | 0.02% | 115 | +2,733 | 3.57% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 78,634 | 3,341 | 0.08% | 0.08% | 116 | +4,030 | 5.4% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 77,945 | 3,312 | 0.01% | 0.01% | 117 | -1,121 | -1.42% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 76,273 | 3,241 | 0.04% | 0.05% | 118 | -2,489 | -3.16% | Q1 2026 | May 12, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 70,634 | 2,921 | 3.71% | — | 119 | +70,634 | New | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 68,574 | 2,914 | 0.04% | 0.0% | 120 | +67,982 | 11483.45% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 68,543 | 2,912 | 0.15% | 0.16% | 121 | -2,437 | -3.43% | Q1 2026 | Apr 17, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 67,247 | 2,857 | 2.24% | 5.56% | 122 | -92,075 | -57.79% | Q1 2026 | Apr 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 66,436 | 2,823 | 0.08% | 0.08% | 123 | +5,410 | 8.87% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 65,873 | 2,799 | 0.0% | — | 124 | +65,873 | New | Q1 2026 | May 15, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 62,643 | 2,793 | 1.8% | 3.21% | 125 | -50,294 | -44.53% | Q1 2026 | Apr 16, 2026 |
| HighTower Advisors, LLC | History | Reduced | 64,576 | 2,744 | 0.0% | 0.0% | 126 | -4,843 | -6.98% | Q1 2026 | May 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 64,455 | 2,739 | 0.05% | 0.05% | 127 | +1,816 | 2.9% | Q1 2026 | Apr 14, 2026 |
| FMR LLC | History | Added to | 64,291 | 2,732 | 0.0% | 0.0% | 128 | +2,364 | 3.82% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 62,183 | 2,642 | 0.01% | 0.02% | 129 | -177,482 | -74.05% | Q1 2026 | May 01, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 61,355 | 2,607 | 0.02% | 0.02% | 130 | +22 | 0.04% | Q1 2026 | Apr 07, 2026 |
| Apella Capital, LLC | History | Reduced | 57,021 | 2,568 | 0.04% | 0.05% | 131 | -3,839 | -6.31% | Q1 2026 | Apr 20, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 59,304 | 2,520 | 0.15% | 0.15% | 132 | -366 | -0.61% | Q1 2026 | May 14, 2026 |
| Envision Financial Transparency, LLC | History | New | 59,136 | 2,513 | 2.44% | — | 133 | +59,136 | New | Q1 2026 | May 13, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 58,532 | 2,487 | 0.24% | 0.18% | 134 | +16,131 | 38.04% | Q1 2026 | May 15, 2026 |
| Shepherd Street Advisors LLC | History | Added to | 58,218 | 2,473 | 2.44% | 1.94% | 135 | +9,224 | 18.83% | Q1 2026 | Apr 21, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 57,323 | 2,435 | 1.57% | 1.57% | 136 | +1,649 | 2.96% | Q1 2026 | Apr 21, 2026 |
| Private Advisor Group, LLC | History | Reduced | 56,707 | 2,409 | 0.01% | 0.01% | 137 | -2,606 | -4.39% | Q1 2026 | Apr 24, 2026 |
| Capital Developers, LLC | History | Reduced | 55,028 | 2,338 | 2.11% | 2.12% | 138 | -2,093 | -3.66% | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 54,356 | 2,309 | 0.03% | 0.03% | 139 | -8,797 | -13.93% | Q1 2026 | May 11, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 52,444 | 2,228 | 0.74% | 0.76% | 140 | +1,703 | 3.36% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 50,458 | 2,144 | 0.03% | 0.03% | 141 | +7,391 | 17.16% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 49,723 | 2,112 | 0.03% | 0.02% | 142 | +1,691 | 3.52% | Q1 2026 | May 01, 2026 |
| Ascentis Independent Advisors | History | Added to | 49,439 | 2,100 | 0.16% | 0.27% | 143 | +8,843 | 21.78% | Q1 2026 | Apr 28, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 48,127 | 2,045 | 0.14% | 0.08% | 144 | +22,463 | 87.53% | Q1 2026 | Apr 17, 2026 |
| Summit Financial, LLC | History | Added to | 47,879 | 2,034 | 0.03% | 0.03% | 145 | +3,343 | 7.51% | Q1 2026 | May 15, 2026 |
| Grove Bank & Trust | History | No change | 47,500 | 2,018 | 0.23% | 0.22% | 146 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 46,465 | 1,974 | 0.1% | 0.1% | 147 | -614 | -1.3% | Q1 2026 | Apr 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 44,138 | 1,875 | 0.11% | 0.14% | 148 | -9,285 | -17.38% | Q1 2026 | May 12, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 43,502 | 1,848 | 0.1% | 0.12% | 149 | -8,203 | -15.87% | Q1 2026 | Apr 21, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 43,399 | 1,844 | 0.03% | 0.02% | 150 | -1,659 | -3.68% | Q1 2026 | May 01, 2026 |
| SB Capital Management Inc | History | No change | 44,393 | 1,836 | 0.67% | 0.67% | 151 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| WIN ADVISORS, INC | History | New | 40,237 | 1,709 | 0.78% | — | 152 | +40,237 | New | Q1 2026 | May 01, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 40,175 | 1,707 | 1.02% | 1.1% | 153 | -230 | -0.57% | Q1 2026 | May 12, 2026 |
| VERITY Wealth Advisors | History | Reduced | 40,000 | 1,699 | 1.13% | 1.87% | 154 | -32,685 | -44.97% | Q1 2026 | Apr 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 38,650 | 1,642 | 0.07% | 0.02% | 155 | +28,238 | 271.21% | Q1 2026 | Apr 28, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 37,738 | 1,603 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 37,172 | 1,579 | 0.05% | 0.05% | 157 | -43 | -0.12% | Q1 2026 | Apr 08, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 36,858 | 1,566 | 0.04% | 0.4% | 158 | -396,907 | -91.5% | Q1 2026 | May 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 36,687 | 1,559 | 0.04% | 0.03% | 159 | +6,669 | 22.22% | Q1 2026 | May 15, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 36,430 | 1,548 | 0.56% | 0.61% | 160 | -7,519 | -17.11% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | Reduced | 35,914 | 1,526 | 0.02% | 0.03% | 161 | -46,047 | -56.18% | Q1 2026 | May 15, 2026 |
| MRWM Advisors, LLC | History | Reduced | 35,783 | 1,520 | 0.82% | 0.82% | 162 | -1,183 | -3.2% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 35,552 | 1,510 | 0.01% | 0.01% | 163 | -4,936 | -12.19% | Q1 2026 | Apr 15, 2026 |
| Firestone Capital Management | History | No change | 35,015 | 1,487 | 0.31% | 0.31% | 164 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 34,680 | 1,473 | 0.0% | 0.0% | 165 | +1,123 | 3.35% | Q1 2026 | May 14, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 34,460 | 1,464 | 0.95% | 0.72% | 166 | +9,043 | 35.58% | Q1 2026 | Apr 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 34,527 | 1,437 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 33,274 | 1,413 | 1.17% | 0.82% | 168 | -6,115 | -15.52% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 32,459 | 1,380 | 0.02% | 0.02% | 169 | +3,997 | 14.04% | Q1 2026 | Apr 14, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 31,594 | 1,342 | 0.49% | 0.49% | 170 | -389 | -1.22% | Q1 2026 | Apr 17, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 31,518 | 1,340 | 0.17% | 0.29% | 171 | -23,086 | -42.28% | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 30,989 | 1,316 | 0.05% | 0.05% | 172 | -1,954 | -5.93% | Q1 2026 | May 14, 2026 |
| Osprey Private Wealth LLC | History | Reduced | 30,700 | 1,304 | 0.38% | 0.41% | 173 | -3,955 | -11.41% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Reduced | 30,156 | 1,281 | 0.0% | 0.0% | 174 | -5,224 | -14.77% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 30,107 | 1,279 | 0.02% | 0.02% | 175 | -1,143 | -3.66% | Q1 2026 | Apr 22, 2026 |
| Clearstead Advisors, LLC | History | New | 28,961 | 1,230 | 0.01% | — | 176 | +28,961 | New | Q1 2026 | May 06, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 28,344 | 1,204 | 0.04% | 0.03% | 177 | +6,958 | 32.54% | Q1 2026 | Apr 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 28,319 | 1,203 | 0.05% | 0.04% | 178 | +1,455 | 5.42% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 28,117 | 1,194 | 0.01% | 0.01% | 179 | +4,739 | 20.27% | Q1 2026 | May 15, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 28,025 | 1,190 | 0.17% | 0.17% | 180 | -678 | -2.36% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 27,951 | 1,187 | 0.03% | 0.03% | 181 | +162 | 0.58% | Q1 2026 | May 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 27,816 | 1,182 | 0.07% | 0.06% | 182 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 27,512 | 1,169 | 0.0% | 0.0% | 183 | -3,251 | -10.57% | Q1 2026 | May 15, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 26,748 | 1,136 | 0.36% | 0.31% | 184 | +4,405 | 19.72% | Q1 2026 | May 01, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 26,513 | 1,126 | 0.39% | 0.39% | 185 | -901 | -3.29% | Q1 2026 | Apr 01, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 25,716 | 1,092 | 0.02% | 0.04% | 186 | -44,410 | -63.33% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 26,292 | 1,087 | 0.01% | 0.01% | 187 | +3,915 | 17.5% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 25,488 | 1,083 | 0.01% | 0.02% | 188 | -19,518 | -43.37% | Q1 2026 | Apr 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 25,163 | 1,069 | 0.05% | 0.06% | 189 | -8,314 | -24.83% | Q1 2026 | May 18, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 25,129 | 1,067 | 0.0% | 0.0% | 190 | +25,092 | 67816.22% | Q1 2026 | May 01, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 24,968 | 1,060 | 0.15% | 0.15% | 191 | -404 | -1.59% | Q1 2026 | Apr 24, 2026 |
| Cedar Wealth Management, LLC | History | No change | 24,812 | 1,054 | 0.31% | 0.31% | 192 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 25,235 | 1,043 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hirtle & Co., LLC | History | No change | 24,199 | 1,028 | 0.04% | 0.03% | 194 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 23,955 | 1,017 | 0.3% | 0.3% | 195 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Brookstone Capital Management | History | Added to | 23,318 | 990 | 0.01% | 0.01% | 196 | +1,869 | 8.71% | Q1 2026 | Apr 16, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 22,583 | 959 | 0.02% | 0.02% | 197 | -1,858 | -7.6% | Q1 2026 | Apr 10, 2026 |
| LexAurum Advisors, LLC | History | New | 22,140 | 940 | 0.12% | — | 198 | +22,140 | New | Q1 2026 | Apr 13, 2026 |
| Choate Investment Advisors | History | No change | 22,056 | 937 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 21,222 | 901 | 0.01% | 0.08% | 200 | -180,698 | -89.49% | Q1 2026 | May 08, 2026 |
| MA Private Wealth | History | Reduced | 21,161 | 899 | 0.15% | 0.16% | 201 | -1,675 | -7.33% | Q1 2026 | May 07, 2026 |
| World Investment Advisors | History | Added to | 21,005 | 892 | 0.01% | 0.01% | 202 | +293 | 1.41% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Added to | 20,695 | 879 | 0.02% | 0.0% | 203 | +16,784 | 429.15% | Q1 2026 | Apr 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 20,665 | 878 | 0.09% | 0.09% | 204 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Kestra Investment Management, LLC | History | Added to | 20,493 | 870 | 0.02% | 0.02% | 205 | +443 | 2.21% | Q1 2026 | May 11, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 20,129 | 855 | 0.03% | 0.07% | 206 | -22,827 | -53.14% | Q1 2026 | May 12, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 20,035 | 851 | 0.32% | 0.32% | 207 | -226 | -1.12% | Q1 2026 | Apr 23, 2026 |
| Creative Planning | History | Reduced | 19,712 | 837 | 0.0% | 0.0% | 208 | -1,916 | -8.86% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 19,466 | 827 | 0.02% | 0.02% | 209 | +536 | 2.83% | Q1 2026 | Apr 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 19,188 | 815 | 0.01% | 0.02% | 210 | -16,455 | -46.17% | Q1 2026 | May 12, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 18,910 | 803 | 0.03% | 0.03% | 211 | -383 | -1.99% | Q1 2026 | May 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 18,356 | 780 | 0.02% | 0.02% | 212 | -507 | -2.69% | Q1 2026 | May 13, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 18,228 | 774 | 0.26% | 0.22% | 213 | +2,562 | 16.35% | Q1 2026 | Apr 21, 2026 |
| Berkeley, Inc | History | Reduced | 17,823 | 757 | 0.25% | 0.24% | 214 | -550 | -2.99% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 17,561 | 746 | 0.05% | 0.06% | 215 | -4,247 | -19.47% | Q1 2026 | Apr 15, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 17,361 | 737 | 0.05% | 0.05% | 216 | -5,525 | -24.14% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 17,221 | 731 | 0.1% | 0.09% | 217 | +2,096 | 13.86% | Q1 2026 | May 11, 2026 |
| 71 West Capital Partners | History | New | 17,022 | 723 | 0.03% | — | 219 | +17,022 | New | Q1 2026 | May 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 17,029 | 723 | 0.01% | 0.01% | 218 | +5,427 | 46.78% | Q1 2026 | May 18, 2026 |
| Arax Advisory Partners | History | Added to | 16,807 | 714 | 0.02% | 0.01% | 220 | +12,487 | 289.05% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 16,731 | 710 | 0.03% | 0.03% | 221 | -272 | -1.6% | Q1 2026 | Apr 20, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 17,152 | 709 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 16,344 | 694 | 0.0% | 0.0% | 223 | -2,866 | -14.92% | Q1 2026 | May 15, 2026 |
| ProVise Management Group, LLC | History | Added to | 16,233 | 689 | 0.05% | 0.04% | 224 | +1,380 | 9.29% | Q1 2026 | May 06, 2026 |
| Balefire, LLC | History | Reduced | 16,181 | 687 | 0.13% | 0.14% | 225 | -637 | -3.79% | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 16,141 | 685 | 0.0% | 0.0% | 226 | +6,205 | 62.45% | Q1 2026 | May 15, 2026 |
| Detalus Advisors, LLC | History | Reduced | 16,040 | 681 | 0.16% | 0.16% | 227 | -183 | -1.13% | Q1 2026 | Apr 22, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 16,437 | 680 | 0.18% | 0.18% | 228 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 15,906 | 675 | 0.0% | — | 229 | +15,906 | New | Q1 2026 | Apr 30, 2026 |
| DAVENPORT & Co LLC | History | Added to | 15,809 | 671 | 0.0% | 0.0% | 230 | +5,309 | 50.56% | Q1 2026 | Apr 15, 2026 |
| M Wealth Management, LLC | History | Reduced | 15,804 | 671 | 0.56% | 0.59% | 231 | -600 | -3.66% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 15,736 | 668 | 0.0% | 0.0% | 232 | -98 | -0.62% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 15,698 | 667 | 0.0% | — | 233 | +15,698 | New | Q1 2026 | May 13, 2026 |
| Provident Living Financial Services, Inc. | History | Reduced | 15,192 | 645 | 0.71% | 0.63% | 234 | -332 | -2.14% | Q1 2026 | May 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 15,071 | 640 | 0.04% | 0.04% | 235 | -1,137 | -7.02% | Q1 2026 | Apr 29, 2026 |
| Aspen Grove Capital, LLC | History | No change | 15,025 | 638 | 0.12% | 0.11% | 236 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 14,697 | 624 | 0.0% | 0.0% | 237 | -1 | -0.01% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 14,296 | 621 | 0.04% | 0.04% | 238 | -1,262 | -8.11% | Q1 2026 | May 12, 2026 |
| HEADINVEST, LLC | History | No change | 14,580 | 619 | 0.13% | 0.12% | 239 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 14,546 | 618 | 0.31% | 0.31% | 240 | -89 | -0.61% | Q1 2026 | Apr 16, 2026 |
| MOR Wealth Management, LLC | History | No change | 13,860 | 588 | 0.27% | 0.26% | 241 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Concorde Asset Management, LLC | History | No change | 14,134 | 584 | 0.23% | 0.23% | 242 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 13,580 | 577 | 0.0% | 0.0% | 243 | +3,105 | 29.64% | Q1 2026 | May 05, 2026 |
| 5T Wealth, LLC | History | Reduced | 13,379 | 568 | 0.22% | 0.22% | 244 | -180 | -1.33% | Q1 2026 | Apr 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 12,761 | 542 | 0.04% | 0.04% | 245 | -590 | -4.42% | Q1 2026 | May 12, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 12,572 | 534 | 0.11% | 0.1% | 246 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,505 | 531 | 0.01% | 0.0% | 247 | +7,755 | 163.26% | Q1 2026 | May 07, 2026 |
| PFG Advisors | History | Added to | 12,228 | 519 | 0.03% | 0.02% | 248 | +595 | 5.11% | Q1 2026 | May 05, 2026 |
| Merkkuri Wealth Advisors LLC | History | No change | 12,152 | 516 | 0.34% | 0.34% | 249 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Redwood Financial Network Corp | History | Reduced | 12,138 | 515 | 0.34% | 0.33% | 250 | -249 | -2.01% | Q1 2026 | May 14, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 11,980 | 509 | 0.18% | 0.08% | 251 | +2,612 | 27.88% | Q1 2026 | May 13, 2026 |
| Canopy Partners, LLC | History | No change | 11,970 | 508 | 0.17% | 0.16% | 252 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 11,582 | 492 | 0.04% | 0.04% | 253 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Daviman Financial, LLC | History | Reduced | 11,525 | 489 | 0.29% | 0.35% | 254 | -2,971 | -20.5% | Q1 2026 | Apr 23, 2026 |
| Savant Capital, LLC | History | Added to | 11,296 | 480 | 0.0% | 0.0% | 255 | +4,378 | 63.28% | Q1 2026 | May 04, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 11,144 | 473 | 0.06% | 0.07% | 256 | -2,236 | -16.71% | Q1 2026 | Apr 21, 2026 |
| Interchange Capital Partners, LLC | History | New | 12,739 | 462 | 0.15% | — | 257 | +12,739 | New | Q1 2026 | Apr 23, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 10,683 | 453 | 0.13% | 0.62% | 258 | -44,263 | -80.56% | Q1 2026 | Apr 22, 2026 |
| ASSETMARK, INC | History | Added to | 10,565 | 448 | 0.0% | 0.0% | 259 | +500 | 4.97% | Q1 2026 | May 06, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 10,526 | 447 | 0.03% | 0.04% | 260 | -403 | -3.69% | Q1 2026 | Apr 22, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 10,452 | 444 | 0.05% | 0.05% | 261 | -662 | -5.96% | Q1 2026 | Apr 21, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 10,101 | 429 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Western Wealth Management, LLC | History | Reduced | 10,028 | 426 | 0.02% | 0.02% | 263 | -640 | -6.0% | Q1 2026 | May 19, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 10,039 | 426 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 9,993 | 424 | 0.01% | 0.01% | 265 | -619 | -5.83% | Q1 2026 | May 14, 2026 |
| Hamilton Wealth, LLC | History | Reduced | 9,780 | 415 | 0.03% | 0.08% | 266 | -310 | -3.07% | Q1 2026 | May 18, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 9,691 | 411 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cannon Wealth Management Services, LLC | History | Reduced | 9,557 | 406 | 0.27% | 0.28% | 268 | -22 | -0.23% | Q1 2026 | May 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 9,717 | 403 | 0.03% | 0.02% | 269 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PAX Financial Group, LLC | History | Reduced | 9,350 | 397 | 0.07% | 0.08% | 270 | -1,442 | -13.36% | Q1 2026 | Apr 27, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 9,167 | 389 | 0.23% | 0.21% | 271 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 9,131 | 388 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 9,019 | 383 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 9,002 | 382 | 0.0% | 0.0% | 274 | +7,713 | 598.37% | Q1 2026 | May 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 8,952 | 380 | 0.13% | 0.14% | 276 | -230 | -2.5% | Q1 2026 | Apr 23, 2026 |
| HB Wealth Management, LLC | History | Reduced | 8,953 | 380 | 0.0% | 0.0% | 275 | -11 | -0.12% | Q1 2026 | Apr 27, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 8,929 | 379 | 0.1% | 0.1% | 277 | -66 | -0.73% | Q1 2026 | Apr 15, 2026 |
| GC Wealth Management RIA, LLC | History | New | 8,898 | 378 | 0.02% | — | 278 | +8,898 | New | Q1 2026 | May 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 8,727 | 370 | 0.02% | 0.02% | 279 | -21 | -0.24% | Q1 2026 | Apr 20, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 8,659 | 367 | 0.11% | 0.18% | 280 | -5,238 | -37.69% | Q1 2026 | Apr 29, 2026 |
| Evanson Asset Management, LLC | History | No change | 8,522 | 362 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 8,493 | 360 | 0.05% | 0.05% | 282 | -319 | -3.62% | Q1 2026 | May 11, 2026 |
| JPL Wealth Management, LLC | History | No change | 8,419 | 357 | 0.08% | 0.08% | 283 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 8,398 | 356 | 0.01% | 0.01% | 284 | +310 | 3.83% | Q1 2026 | May 14, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 10,769 | 355 | 0.23% | 0.1% | 285 | +6,045 | 127.96% | Q1 2026 | May 12, 2026 |
| Keebeck Wealth Management | History | Reduced | 8,264 | 351 | 0.04% | 0.04% | 286 | -581 | -6.57% | Q1 2026 | May 14, 2026 |
| Leo Wealth, LLC | History | No change | 8,271 | 351 | 0.03% | 0.02% | 287 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Chesley Taft & Associates LLC | History | No change | 8,214 | 349 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 8,147 | 346 | 0.13% | 0.7% | 289 | -34,558 | -80.92% | Q1 2026 | Apr 21, 2026 |
| Heritage Wealth Advisors | History | No change | 8,103 | 344 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | Reduced | 8,071 | 342 | 0.02% | 0.02% | 291 | -26 | -0.32% | Q1 2026 | May 04, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 8,069 | 342 | 0.03% | 0.03% | 292 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 8,237 | 340 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ARWA LLC | History | No change | 7,677 | 339 | 0.17% | 0.19% | 294 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| REGIONS FINANCIAL CORP | History | New | 7,900 | 335 | 0.0% | — | 296 | +7,900 | New | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Reduced | 7,890 | 335 | 0.0% | 0.0% | 295 | -2,179 | -21.64% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Reduced | 7,875 | 334 | 0.01% | 0.01% | 297 | -305 | -3.73% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 7,462 | 324 | 0.01% | — | 299 | +7,462 | New | Q1 2026 | May 01, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 7,346 | 324 | 0.01% | 0.01% | 298 | +68 | 0.93% | Q1 2026 | May 04, 2026 |
| SMART Wealth LLC | History | New | 7,613 | 323 | 0.09% | — | 300 | +7,613 | New | Q1 2026 | Apr 23, 2026 |