iSHARES TRUST - IBDR
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 | 9,785,471 | 237,199 | 0.02% | 0.02% | 1 | +18,565 | 0.19% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 4,673,929 | 113,296 | 0.35% | 0.26% | 2 | +1,095,447 | 30.61% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 4,273,058 | 103,578 | 0.15% | 0.15% | 3 | +136,681 | 3.3% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | Reduced | 4,190,511 | 101,577 | 1.47% | 1.46% | 4 | -92,641 | -2.16% | Q1 2026 | Apr 13, 2026 |
| LPL Financial LLC | History | Reduced | 4,044,967 | 98,049 | 0.03% | 0.03% | 5 | -2,546 | -0.06% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 3,750,218 | 90,905 | 0.01% | 0.01% | 6 | -128,309 | -3.31% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,666,707 | 64,640 | 0.02% | 0.02% | 7 | -573,601 | -17.7% | Q1 2026 | May 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 1,981,257 | 48,025 | 3.27% | 3.27% | 8 | -32,045 | -1.59% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,684,063 | 40,821 | 0.06% | 0.05% | 9 | +275,437 | 19.55% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,544,174 | 37,430 | 0.07% | 0.13% | 10 | -1,373,141 | -47.07% | Q1 2026 | May 14, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 1,496,505 | 36,275 | 5.25% | 4.83% | 11 | +59,966 | 4.17% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,456,647 | 35,309 | 0.01% | 0.01% | 12 | -29,287 | -1.97% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,446,933 | 35,044 | 0.01% | 0.01% | 13 | -40,043 | -2.69% | Q1 2026 | May 15, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 1,392,870 | 33,763 | 2.08% | 2.09% | 14 | +114,491 | 8.96% | Q1 2026 | Apr 28, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 1,328,040 | 32,191 | 1.27% | 1.24% | 15 | -12,174 | -0.91% | Q1 2026 | Apr 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,314,746 | 31,869 | 0.03% | 0.04% | 16 | -81,940 | -5.87% | Q1 2026 | May 05, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 1,243,779 | 30,149 | 2.05% | 1.95% | 17 | +52,768 | 4.43% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 1,231,735 | 29,857 | 0.03% | 0.04% | 18 | -67,157 | -5.17% | Q1 2026 | May 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 1,157,018 | 28,046 | 1.48% | 1.48% | 19 | -47,916 | -3.98% | Q1 2026 | Apr 29, 2026 |
| RVW Wealth, LLC | History | Reduced | 1,140,545 | 27,646 | 2.15% | 2.44% | 20 | -177,816 | -13.49% | Q1 2026 | Apr 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,113,222 | 26,984 | 0.31% | 0.28% | 21 | +73,768 | 7.1% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,032,655 | 25,031 | 0.09% | 0.08% | 22 | +181,111 | 21.27% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,023,954 | 24,820 | 0.0% | 0.01% | 23 | -191,959 | -15.79% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,018,078 | 24,678 | 0.02% | 0.02% | 24 | -59,185 | -5.49% | Q1 2026 | May 07, 2026 |
| COWA, LLC | History | Added to | 1,015,106 | 24,606 | 6.64% | 5.84% | 25 | +197,108 | 24.1% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 1,012,174 | 24,535 | 0.03% | 0.03% | 26 | +29,317 | 2.98% | Q1 2026 | May 13, 2026 |
| TABR Capital Management, LLC | History | Added to | 995,431 | 24,129 | 22.2% | 15.8% | 27 | +18,133 | 1.86% | Q1 2026 | Apr 27, 2026 |
| IFS Advisors, LLC | History | Added to | 967,802 | 23,459 | 12.09% | 11.78% | 28 | +31,671 | 3.38% | Q1 2026 | Apr 06, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 882,856 | 21,400 | 0.35% | 0.22% | 29 | +437,265 | 98.13% | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 866,738 | 21,009 | 0.03% | 0.03% | 30 | +35,782 | 4.31% | Q1 2026 | Apr 27, 2026 |
| Venture Visionary Partners LLC | History | Added to | 864,007 | 20,943 | 0.7% | 0.66% | 31 | +34,450 | 4.15% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 809,589 | 19,624 | 0.2% | 0.2% | 32 | +56,657 | 7.52% | Q1 2026 | May 12, 2026 |
| REBALANCE, LLC | History | Reduced | 760,385 | 18,431 | 1.07% | 1.09% | 33 | -12,352 | -1.6% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 753,280 | 18,259 | 0.02% | 0.02% | 34 | -20,827 | -2.69% | Q1 2026 | May 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 751,427 | 18,214 | 1.79% | 1.68% | 35 | +29,763 | 4.12% | Q1 2026 | Apr 30, 2026 |
| Glenview Trust Co | History | Added to | 710,955 | 17,233 | 0.27% | 0.25% | 36 | +50,605 | 7.66% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 676,932 | 16,408 | 0.04% | 0.04% | 37 | +90,468 | 15.43% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 656,994 | 15,925 | 0.09% | 0.08% | 38 | +17,106 | 2.67% | Q1 2026 | May 05, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 634,876 | 15,389 | 3.86% | 4.07% | 39 | -16,771 | -2.57% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 618,381 | 14,989 | 0.22% | 0.2% | 40 | +77,195 | 14.26% | Q1 2026 | Apr 17, 2026 |
| Strid Group, LLC | History | Added to | 605,901 | 14,687 | 1.82% | 1.78% | 41 | +16,380 | 2.78% | Q1 2026 | Apr 29, 2026 |
| BlackRock, Inc. | History | Added to | 591,702 | 14,342 | 0.0% | 0.0% | 42 | +220,798 | 59.53% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 587,263 | 14,235 | 0.08% | 0.09% | 43 | +43,427 | 7.99% | Q1 2026 | May 15, 2026 |
| SPINNAKER TRUST | History | Added to | 574,526 | 13,926 | 0.77% | 0.7% | 44 | +34,610 | 6.41% | Q1 2026 | Apr 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 557,348 | 13,504 | 0.24% | 0.24% | 45 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CENTRAL TRUST Co | History | Reduced | 544,053 | 13,187 | 0.26% | 0.3% | 46 | -92,599 | -14.54% | Q1 2026 | Apr 17, 2026 |
| Northstar Group, Inc. | History | Reduced | 536,333 | 13,000 | 1.84% | 1.79% | 47 | -5,877 | -1.08% | Q1 2026 | Apr 28, 2026 |
| Wick Capital Partners, LLC | History | Added to | 483,277 | 11,714 | 2.14% | 1.94% | 48 | +36,876 | 8.26% | Q1 2026 | May 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 482,848 | 11,704 | 0.5% | 0.49% | 49 | -7,001 | -1.43% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 481,235 | 11,665 | 0.24% | 0.22% | 50 | +84,682 | 21.35% | Q1 2026 | Apr 13, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 476,015 | 11,538 | 5.19% | 3.2% | 51 | +211,489 | 79.95% | Q1 2026 | Apr 21, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 467,626 | 11,335 | 0.06% | 0.06% | 52 | -16,709 | -3.45% | Q1 2026 | May 14, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 466,279 | 11,302 | 0.83% | 0.87% | 53 | -31,970 | -6.42% | Q1 2026 | May 07, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 427,717 | 10,367 | 3.3% | 3.08% | 54 | +16,587 | 4.03% | Q1 2026 | Apr 21, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 425,552 | 10,315 | 1.04% | 1.4% | 55 | -152,430 | -26.37% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 423,284 | 10,260 | 0.02% | 0.02% | 56 | +51,108 | 13.73% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 422,914 | 10,251 | 0.04% | 0.04% | 57 | +9,845 | 2.38% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 421,948 | 10,228 | 0.35% | 0.31% | 58 | +38,507 | 10.04% | Q1 2026 | May 07, 2026 |
| Balentine LLC | History | Added to | 413,945 | 10,034 | 0.4% | 0.25% | 59 | +137,130 | 49.54% | Q1 2026 | Apr 24, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 396,285 | 9,605 | 2.71% | 2.79% | 60 | -20,854 | -5.0% | Q1 2026 | Apr 10, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 395,319 | 9,582 | 4.52% | 4.23% | 61 | +19,746 | 5.26% | Q1 2026 | Apr 13, 2026 |
| Composition Wealth, LLC | History | Added to | 385,152 | 9,336 | 0.13% | 0.05% | 62 | +242,571 | 170.13% | Q1 2026 | Apr 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 384,335 | 9,316 | 0.38% | 0.38% | 63 | +12,264 | 3.3% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 383,721 | 9,301 | 0.01% | 0.01% | 64 | +14,429 | 3.91% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 372,480 | 9,028 | 0.06% | 0.04% | 65 | +69,525 | 22.95% | Q1 2026 | May 15, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 361,392 | 8,760 | 0.99% | 0.96% | 66 | -8,173 | -2.21% | Q1 2026 | Apr 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 361,295 | 8,754 | 0.42% | 0.41% | 67 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cetera Investment Advisers | History | Added to | 354,257 | 8,587 | 0.01% | 0.01% | 68 | +38,871 | 12.32% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 346,653 | 8,402 | 0.0% | 0.0% | 69 | +185,401 | 114.98% | Q1 2026 | May 04, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 338,601 | 8,207 | 1.41% | 1.4% | 70 | +1,371 | 0.41% | Q1 2026 | May 06, 2026 |
| Atria Investments, Inc | History | Added to | 338,284 | 8,199 | 0.09% | 0.09% | 71 | +11,714 | 3.59% | Q1 2026 | May 05, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 330,152 | 8,002 | 3.15% | 3.08% | 72 | +13,562 | 4.28% | Q1 2026 | May 11, 2026 |
| Ironwood Financial, llc | History | Reduced | 325,923 | 7,900 | 1.38% | 1.38% | 73 | -10,542 | -3.13% | Q1 2026 | Apr 16, 2026 |
| InvesTrust | History | Reduced | 324,114 | 7,856 | 3.3% | 3.13% | 74 | -9,508 | -2.85% | Q1 2026 | Apr 07, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 317,587 | 7,698 | 0.08% | 0.08% | 75 | -661 | -0.21% | Q1 2026 | May 08, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 309,783 | 7,509 | 0.11% | 0.1% | 76 | +46,059 | 17.46% | Q1 2026 | Apr 09, 2026 |
| Merit Financial Group, LLC | History | Added to | 306,232 | 7,423 | 0.06% | 0.06% | 77 | +17,227 | 5.96% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 301,268 | 7,302 | 0.01% | 0.01% | 78 | -28,798 | -8.72% | Q1 2026 | May 15, 2026 |
| Peloton Wealth Strategists | History | Reduced | 299,140 | 7,251 | 2.93% | 2.83% | 79 | -2,685 | -0.89% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 297,340 | 7,207 | 0.0% | — | 80 | +297,340 | New | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 296,826 | 7,195 | 0.06% | 0.07% | 81 | +60,147 | 25.41% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning, LLC | History | Reduced | 287,167 | 6,973 | 1.57% | 3.35% | 82 | -308,116 | -51.76% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 269,365 | 6,529 | 0.12% | 0.11% | 83 | +19,699 | 7.89% | Q1 2026 | May 07, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 257,107 | 6,232 | 0.33% | 0.34% | 84 | -1,079 | -0.42% | Q1 2026 | Apr 29, 2026 |
| Modern Wealth Management, LLC | History | Added to | 257,844 | 6,229 | 0.11% | 0.09% | 85 | +43,533 | 20.31% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 253,392 | 6,142 | 0.03% | 0.03% | 86 | -10,541 | -3.99% | Q1 2026 | Apr 24, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 249,174 | 6,039 | 0.04% | 0.03% | 87 | +29,433 | 13.39% | Q1 2026 | May 05, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 248,643 | 6,027 | 0.39% | 0.4% | 88 | -10,033 | -3.88% | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 243,863 | 5,911 | 0.16% | 0.15% | 89 | -3,703 | -1.5% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 243,254 | 5,896 | 0.0% | — | 90 | +243,254 | New | Q1 2026 | May 15, 2026 |
| HAMEL ASSOCIATES, INC. | History | Added to | 242,963 | 5,889 | 1.68% | 1.74% | 91 | +4,013 | 1.68% | Q1 2026 | May 07, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 240,600 | 5,822 | 0.58% | 0.81% | 92 | -11,902 | -4.71% | Q1 2026 | May 12, 2026 |
| Signature Wealth Management Group | History | Reduced | 232,146 | 5,627 | 2.14% | 2.32% | 93 | -2,609 | -1.11% | Q1 2026 | Apr 01, 2026 |
| MCF Advisors LLC | History | Added to | 230,542 | 5,588 | 0.24% | 0.31% | 94 | +1,436 | 0.63% | Q1 2026 | May 11, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 228,110 | 5,529 | 0.62% | 0.58% | 95 | +14,940 | 7.01% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 227,291 | 5,510 | 0.01% | 0.01% | 96 | -1,017 | -0.45% | Q1 2026 | Apr 22, 2026 |
| Crews Bank & Trust | History | Reduced | 225,705 | 5,471 | 0.79% | 0.79% | 97 | -1,915 | -0.84% | Q1 2026 | May 13, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Reduced | 224,656 | 5,445 | 2.12% | 2.12% | 98 | -5,233 | -2.28% | Q1 2026 | Apr 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 222,894 | 5,403 | 0.01% | 0.01% | 99 | -6,607 | -2.88% | Q1 2026 | Apr 30, 2026 |
| Krilogy Financial LLC | History | Reduced | 220,573 | 5,337 | 0.17% | 0.18% | 100 | -485 | -0.22% | Q1 2026 | Apr 17, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 220,392 | 5,331 | 1.01% | 1.2% | 101 | -28,722 | -11.53% | Q1 2026 | Apr 09, 2026 |
| Winthrop Partners - WNY, LLC | History | Reduced | 219,403 | 5,318 | 2.83% | 2.92% | 102 | -4,111 | -1.84% | Q1 2026 | May 07, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 219,375 | 5,317 | 4.05% | 3.39% | 103 | +52,088 | 31.14% | Q1 2026 | Apr 21, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 216,018 | 5,236 | 0.1% | 0.11% | 104 | -15,418 | -6.66% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 211,829 | 5,134 | 0.19% | 0.18% | 105 | +6,638 | 3.24% | Q1 2026 | Apr 20, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 211,425 | 5,124 | 0.31% | 0.32% | 106 | -1,313 | -0.62% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 209,513 | 5,078 | 0.0% | 0.0% | 107 | +4,154 | 2.02% | Q1 2026 | May 12, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 209,114 | 5,068 | 0.59% | 0.56% | 108 | +10,149 | 5.1% | Q1 2026 | May 06, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 206,430 | 5,003 | 1.19% | 1.17% | 109 | -2,651 | -1.27% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 204,516 | 4,943 | 0.01% | 0.02% | 110 | -417,514 | -67.12% | Q1 2026 | Apr 08, 2026 |
| Heartland Bank & Trust Co | History | Added to | 200,103 | 4,850 | 1.1% | 1.8% | 111 | +24,662 | 14.06% | Q1 2026 | May 06, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | Reduced | 199,615 | 4,838 | 2.59% | 2.84% | 112 | -970 | -0.48% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 197,661 | 4,789 | 0.0% | 0.0% | 113 | +43,169 | 27.94% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 196,608 | 4,763 | 0.0% | 0.0% | 114 | -20,459 | -9.43% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 190,316 | 4,613 | 0.07% | 0.08% | 115 | -21,469 | -10.14% | Q1 2026 | Apr 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 186,759 | 4,527 | 0.05% | 0.05% | 116 | +10,943 | 6.22% | Q1 2026 | May 01, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 186,627 | 4,523 | 0.08% | 0.08% | 117 | +1,098 | 0.59% | Q1 2026 | May 15, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 184,581 | 4,474 | 2.21% | 2.23% | 118 | -1,529 | -0.82% | Q1 2026 | Apr 24, 2026 |
| Great Diamond Partners, LLC | History | Added to | 176,985 | 4,290 | 0.83% | 0.67% | 119 | +34,196 | 23.95% | Q1 2026 | May 12, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 174,842 | 4,238 | 0.33% | 0.33% | 120 | +3,299 | 1.92% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | New | 171,198 | 4,149 | 0.0% | — | 121 | +171,198 | New | Q1 2026 | May 12, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 168,578 | 4,086 | 0.54% | 0.53% | 122 | +6,700 | 4.14% | Q1 2026 | Apr 21, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 166,583 | 4,037 | 0.47% | 0.52% | 123 | -6,469 | -3.74% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 166,266 | 4,030 | 0.05% | 0.05% | 124 | +7,248 | 4.56% | Q1 2026 | Apr 20, 2026 |
| Integrated Advisors Network LLC | History | Added to | 163,011 | 3,951 | 0.21% | 0.16% | 125 | +14,236 | 9.57% | Q1 2026 | Apr 28, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 161,896 | 3,924 | 1.15% | 1.14% | 126 | -1,161 | -0.71% | Q1 2026 | Apr 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 154,692 | 3,748 | 0.02% | 0.02% | 127 | +50,155 | 47.98% | Q1 2026 | May 15, 2026 |
| IRON Financial LLC | History | Reduced | 153,813 | 3,728 | 1.63% | 1.73% | 128 | -1,492 | -0.96% | Q1 2026 | Apr 27, 2026 |
| Foundation Wealth Management, LLC | History | Reduced | 152,729 | 3,702 | 2.5% | 2.46% | 129 | -1,319 | -0.86% | Q1 2026 | May 04, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 148,662 | 3,603 | 1.46% | 1.4% | 130 | +2,170 | 1.48% | Q1 2026 | Apr 28, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 147,979 | 3,587 | 0.23% | 0.24% | 131 | -4,092 | -2.69% | Q1 2026 | Apr 16, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 146,863 | 3,559 | 0.0% | 0.0% | 132 | -2,126 | -1.43% | Q1 2026 | May 06, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 146,103 | 3,541 | 1.31% | 1.29% | 133 | -1,045 | -0.71% | Q1 2026 | Apr 30, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 142,738 | 3,459 | 0.69% | 0.7% | 134 | +4,155 | 3.0% | Q1 2026 | Apr 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 137,313 | 3,328 | 0.24% | 0.18% | 135 | +20,000 | 17.05% | Q1 2026 | Apr 16, 2026 |
| Leo Wealth, LLC | History | Added to | 137,080 | 3,322 | 0.24% | 0.24% | 136 | +1,406 | 1.04% | Q1 2026 | May 05, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 135,966 | 3,295 | 0.66% | 0.64% | 137 | +20,777 | 18.04% | Q1 2026 | Apr 23, 2026 |
| Stonebrook Private Inc. | History | Added to | 135,960 | 3,295 | 0.7% | 0.66% | 138 | +5,530 | 4.24% | Q1 2026 | May 11, 2026 |
| Breachway Investments LLC | History | Added to | 133,607 | 3,222 | 3.09% | 3.25% | 139 | +6,545 | 5.15% | Q1 2026 | Apr 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 130,061 | 3,152 | 0.06% | 0.06% | 140 | -2,062 | -1.56% | Q1 2026 | May 01, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 126,419 | 3,064 | 0.65% | 0.7% | 141 | -21,510 | -14.54% | Q1 2026 | Apr 13, 2026 |
| Probity Advisors, Inc. | History | Reduced | 125,581 | 3,044 | 0.48% | 0.8% | 142 | -81,642 | -39.4% | Q1 2026 | Apr 28, 2026 |
| TFR Capital, LLC. | History | Added to | 124,358 | 3,014 | 0.93% | 0.64% | 143 | +44,034 | 54.82% | Q1 2026 | May 04, 2026 |
| Rubicon Advisors, GP | History | Added to | 124,235 | 3,011 | 2.62% | 2.2% | 144 | +26,200 | 26.73% | Q1 2026 | May 14, 2026 |
| Weaver Consulting Group | History | Reduced | 122,902 | 2,979 | 0.71% | 0.89% | 145 | -27,037 | -18.03% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 121,406 | 2,942 | 0.01% | 0.01% | 146 | +14,517 | 13.58% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 117,711 | 2,853 | 0.21% | 0.24% | 147 | -12,561 | -9.64% | Q1 2026 | May 05, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 112,394 | 2,724 | 0.07% | 0.07% | 148 | +1,394 | 1.26% | Q1 2026 | May 01, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 111,058 | 2,692 | 1.14% | 4.33% | 149 | -264,024 | -70.39% | Q1 2026 | May 11, 2026 |
| Round Rock Advisors LLC | History | Added to | 109,995 | 2,666 | 0.41% | 0.4% | 150 | +86 | 0.08% | Q1 2026 | May 15, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 107,622 | 2,608 | 0.2% | 0.21% | 151 | -4,900 | -4.35% | Q1 2026 | Apr 29, 2026 |
| 10Elms LLP | History | Added to | 107,002 | 2,593 | 1.64% | 1.03% | 152 | +60,703 | 131.11% | Q1 2026 | May 15, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 106,627 | 2,584 | 0.11% | 0.1% | 153 | -2,616 | -2.39% | Q1 2026 | Apr 13, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 105,124 | 2,548 | 1.33% | 1.38% | 154 | -155 | -0.15% | Q1 2026 | Apr 20, 2026 |
| BRIGHTON SECURITIES CORP. | History | Reduced | 104,314 | 2,528 | 1.22% | 1.31% | 155 | -5,208 | -4.76% | Q1 2026 | Apr 29, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 103,348 | 2,505 | 0.37% | 0.34% | 156 | +2,078 | 2.05% | Q1 2026 | May 12, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 103,227 | 2,502 | 1.06% | 1.68% | 157 | -59,795 | -36.68% | Q1 2026 | Apr 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 101,802 | 2,467 | 0.19% | 0.18% | 158 | +3,566 | 3.63% | Q1 2026 | Apr 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 101,769 | 2,466 | 0.0% | 0.0% | 159 | +56,560 | 125.11% | Q1 2026 | May 08, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 99,607 | 2,414 | 0.33% | 0.36% | 160 | +672 | 0.68% | Q1 2026 | May 08, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 98,441 | 2,386 | 0.17% | 0.3% | 161 | +8,287 | 9.19% | Q1 2026 | May 15, 2026 |
| Rossmore Private Capital | History | Added to | 96,114 | 2,329 | 0.2% | 0.2% | 162 | +1,529 | 1.62% | Q1 2026 | May 01, 2026 |
| Bulltick Wealth Management, LLC | History | Reduced | 95,430 | 2,313 | 0.51% | 2.32% | 163 | -355,085 | -78.82% | Q1 2026 | Apr 27, 2026 |
| Centennial Advisors, LLC | History | Reduced | 94,583 | 2,292 | 2.92% | 3.29% | 164 | -9,796 | -9.39% | Q1 2026 | Apr 21, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 92,509 | 2,242 | 0.23% | 0.12% | 165 | +45,473 | 96.68% | Q1 2026 | Apr 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 92,004 | 2,230 | 0.03% | 0.03% | 166 | -5,420 | -5.56% | Q1 2026 | May 08, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 90,025 | 2,182 | 1.27% | 1.17% | 167 | +5,650 | 6.7% | Q1 2026 | May 13, 2026 |
| Crestmont Private Wealth LLC | History | New | 88,707 | 2,150 | 0.68% | — | 168 | +88,707 | New | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 88,213 | 2,138 | 0.01% | 0.01% | 169 | +8,242 | 10.31% | Q1 2026 | Apr 30, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 85,071 | 2,062 | 0.33% | 0.34% | 170 | -158 | -0.19% | Q1 2026 | May 07, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 84,593 | 2,050 | 0.28% | 0.29% | 171 | +2,190 | 2.66% | Q1 2026 | Apr 16, 2026 |
| 4J Wealth Management LLC | History | Reduced | 83,930 | 2,034 | 1.16% | 1.19% | 172 | -1,865 | -2.17% | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 82,260 | 1,993 | 0.05% | 0.05% | 173 | -3,056 | -3.58% | Q1 2026 | Apr 29, 2026 |
| Fortis Capital Management LLC | History | Reduced | 81,562 | 1,977 | 0.2% | 0.26% | 174 | -353 | -0.43% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 81,453 | 1,974 | 0.01% | 0.01% | 175 | -13,899 | -14.58% | Q1 2026 | May 04, 2026 |
| WRAPMANAGER INC | History | Added to | 80,826 | 1,959 | 0.68% | 0.65% | 176 | +1,983 | 2.52% | Q1 2026 | May 11, 2026 |
| Livet Wealth, LLC | History | Added to | 79,583 | 1,929 | 1.23% | 0.92% | 177 | +18,056 | 29.35% | Q1 2026 | Apr 24, 2026 |
| Montecito Bank & Trust | History | Added to | 77,976 | 1,890 | 0.31% | 0.28% | 178 | +5,735 | 7.94% | Q1 2026 | Apr 16, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Reduced | 77,676 | 1,883 | 0.38% | 0.37% | 179 | -772 | -0.98% | Q1 2026 | May 01, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 76,957 | 1,865 | 0.82% | 0.69% | 180 | +14,772 | 23.75% | Q1 2026 | May 08, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 76,792 | 1,861 | 0.12% | 0.12% | 181 | +777 | 1.02% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | New | 74,788 | 1,812 | 0.0% | — | 182 | +74,788 | New | Q1 2026 | May 15, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 74,740 | 1,811 | 0.18% | 0.19% | 183 | -2,568 | -3.32% | Q1 2026 | Apr 30, 2026 |
| Austin Private Wealth, LLC | History | No change | 74,440 | 1,803 | 0.13% | 0.13% | 184 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Independent Advisor Alliance | History | New | 74,033 | 1,794 | 0.02% | — | 185 | +74,033 | New | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 73,579 | 1,783 | 0.06% | 0.04% | 186 | +1,000 | 1.38% | Q1 2026 | Apr 23, 2026 |
| MidFirst Bank | History | Added to | 71,150 | 1,724 | 0.14% | 0.14% | 187 | +620 | 0.88% | Q1 2026 | May 15, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 70,914 | 1,718 | 0.85% | 0.98% | 188 | -10,241 | -12.62% | Q1 2026 | Apr 23, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 70,095 | 1,699 | 0.31% | 0.23% | 189 | +20,842 | 42.32% | Q1 2026 | Apr 13, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 70,061 | 1,698 | 0.37% | 0.37% | 190 | +1,497 | 2.18% | Q1 2026 | May 11, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 70,028 | 1,697 | 0.19% | 0.19% | 191 | -3,565 | -4.84% | Q1 2026 | Apr 24, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 67,891 | 1,645 | 0.49% | 0.5% | 192 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Arcataur Capital Management LLC | History | No change | 66,548 | 1,613 | 0.45% | 0.46% | 193 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 66,433 | 1,610 | 0.23% | 0.24% | 194 | -1,843 | -2.7% | Q1 2026 | May 13, 2026 |
| Hills Bank & Trust Co | History | Added to | 64,597 | 1,565 | 0.08% | 0.09% | 195 | +110 | 0.17% | Q1 2026 | May 01, 2026 |
| AlTi Global, Inc. | History | No change | 63,400 | 1,536 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 62,234 | 1,508 | 0.45% | — | 197 | +62,234 | New | Q1 2026 | Apr 06, 2026 |
| Black Swift Group, LLC | History | Reduced | 62,200 | 1,507 | 0.26% | 0.27% | 198 | -4,465 | -6.7% | Q1 2026 | Apr 24, 2026 |
| High Note Wealth, LLC | History | Added to | 61,495 | 1,490 | 0.29% | 0.09% | 199 | +42,485 | 223.49% | Q1 2026 | May 11, 2026 |
| SYON CAPITAL LLC | History | New | 61,194 | 1,483 | 0.07% | — | 200 | +61,194 | New | Q1 2026 | May 13, 2026 |
| Redwood Financial Network Corp | History | Added to | 60,338 | 1,462 | 0.96% | 0.92% | 201 | +966 | 1.63% | Q1 2026 | May 14, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 59,223 | 1,435 | 0.29% | 0.29% | 202 | -1,744 | -2.86% | Q1 2026 | May 12, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 57,280 | 1,388 | 0.16% | 0.16% | 203 | -1,112 | -1.9% | Q1 2026 | Apr 15, 2026 |
| Farmers National Bank | History | No change | 57,183 | 1,385 | 0.31% | 0.31% | 204 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 56,640 | 1,372 | 0.24% | 0.24% | 205 | +80 | 0.14% | Q1 2026 | May 05, 2026 |
| Cove Private Wealth, LLC | History | Added to | 55,807 | 1,352 | 0.31% | 0.24% | 206 | +22,267 | 66.39% | Q1 2026 | May 13, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 55,728 | 1,350 | 0.38% | 0.35% | 207 | +7,400 | 15.31% | Q1 2026 | Apr 22, 2026 |
| LifePlan Financial, LLC | History | Reduced | 54,921 | 1,331 | 0.98% | 1.55% | 208 | -28,333 | -34.03% | Q1 2026 | Apr 14, 2026 |
| Reliant Wealth Planning | History | Reduced | 54,694 | 1,325 | 0.4% | 0.43% | 209 | -1,738 | -3.08% | Q1 2026 | May 15, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Added to | 53,999 | 1,308 | 0.58% | 0.5% | 210 | +6,707 | 14.18% | Q1 2026 | May 05, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 53,162 | 1,288 | 0.16% | 0.16% | 211 | +56 | 0.11% | Q1 2026 | Apr 23, 2026 |
| Element Wealth, LLC | History | Added to | 52,794 | 1,279 | 0.53% | 0.51% | 212 | +1,585 | 3.1% | Q1 2026 | May 04, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 52,676 | 1,276 | 0.01% | 0.01% | 213 | -20 | -0.04% | Q1 2026 | Apr 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 52,392 | 1,269 | 0.0% | 0.0% | 214 | +14,792 | 39.34% | Q1 2026 | May 05, 2026 |
| Hurley Capital, LLC | History | Reduced | 51,246 | 1,242 | 0.67% | 0.71% | 215 | -1,140 | -2.18% | Q1 2026 | May 06, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 50,792 | 1,231 | 0.15% | 0.15% | 216 | +157 | 0.31% | Q1 2026 | Apr 16, 2026 |
| Beaumont Financial Advisors, LLC | History | New | 49,682 | 1,204 | 0.08% | — | 217 | +49,682 | New | Q1 2026 | May 05, 2026 |
| WESBANCO BANK INC | History | Reduced | 48,950 | 1,186 | 0.03% | 0.04% | 218 | -6,000 | -10.92% | Q1 2026 | Apr 21, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Reduced | 48,420 | 1,173 | 0.56% | 0.53% | 219 | -931 | -1.89% | Q1 2026 | Apr 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 48,257 | 1,166 | 0.13% | — | 220 | +48,257 | New | Q1 2026 | Apr 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 47,823 | 1,159 | 0.01% | 0.02% | 221 | -35,114 | -42.34% | Q1 2026 | May 08, 2026 |
| PSI Advisors, LLC | History | Added to | 46,601 | 1,129 | 0.27% | 0.28% | 222 | +1,375 | 3.04% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 46,514 | 1,127 | 0.03% | 0.03% | 223 | +190 | 0.41% | Q1 2026 | May 04, 2026 |
| CGN Advisors LLC | History | Reduced | 42,221 | 1,023 | 0.08% | 0.11% | 224 | -14,964 | -26.17% | Q1 2026 | Apr 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 41,429 | 1,004 | 0.02% | 0.02% | 225 | -1,982 | -4.57% | Q1 2026 | May 14, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 41,282 | 1,000 | 0.09% | 0.09% | 226 | -1,614 | -3.76% | Q1 2026 | May 07, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 41,092 | 996 | 0.43% | 0.24% | 227 | +17,829 | 76.64% | Q1 2026 | Apr 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 40,704 | 986 | 0.06% | 0.06% | 229 | +67 | 0.16% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 40,719 | 986 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 40,536 | 982 | 0.13% | 0.14% | 230 | +244 | 0.61% | Q1 2026 | May 12, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 39,866 | 966 | 0.23% | 0.22% | 231 | +216 | 0.54% | Q1 2026 | Apr 28, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 39,742 | 963 | 0.67% | 0.61% | 232 | +6,415 | 19.25% | Q1 2026 | Apr 21, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 39,315 | 952 | 0.24% | 0.27% | 234 | -3,990 | -9.21% | Q1 2026 | Apr 10, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 39,306 | 952 | 0.03% | 0.04% | 233 | -3,221 | -7.57% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 38,886 | 942 | 0.0% | 0.01% | 235 | -7,514 | -16.19% | Q1 2026 | May 08, 2026 |
| HB Wealth Management, LLC | History | Added to | 38,880 | 942 | 0.01% | 0.01% | 236 | +293 | 0.76% | Q1 2026 | Apr 27, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 38,789 | 940 | 0.03% | 0.04% | 237 | -15,945 | -29.13% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 37,608 | 911 | 0.02% | — | 238 | +37,608 | New | Q1 2026 | May 01, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Added to | 36,204 | 877 | 0.66% | 0.64% | 239 | +179 | 0.5% | Q1 2026 | Apr 23, 2026 |
| Twin Cities Retirement Group LLC | History | Added to | 35,872 | 869 | 0.79% | 0.83% | 240 | +169 | 0.47% | Q1 2026 | Apr 14, 2026 |
| TLWM | History | No change | 35,730 | 866 | 0.16% | 0.16% | 241 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Atwater Malick LLC | History | Added to | 35,040 | 849 | 0.23% | 0.22% | 242 | +1,363 | 4.05% | Q1 2026 | Apr 22, 2026 |
| Straight Path Wealth Management | History | Added to | 34,423 | 834 | 0.22% | 0.22% | 243 | +459 | 1.35% | Q1 2026 | Apr 22, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 34,386 | 833 | 0.19% | 0.06% | 244 | +22,960 | 200.95% | Q1 2026 | Apr 22, 2026 |
| Seneca House Advisors | History | Added to | 34,189 | 828 | 0.33% | 0.13% | 245 | +19,574 | 133.93% | Q1 2026 | May 01, 2026 |
| HORAN Wealth, LLC | History | No change | 34,108 | 826 | 0.08% | 0.13% | 246 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 34,000 | 824 | 0.0% | 0.0% | 247 | -230 | -0.67% | Q1 2026 | May 14, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 33,598 | 814 | 0.15% | 0.1% | 248 | +9,704 | 40.61% | Q1 2026 | Apr 29, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 32,887 | 797 | 0.29% | 0.27% | 249 | +2,017 | 6.53% | Q1 2026 | May 06, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 32,796 | 794 | 0.25% | 0.26% | 252 | -3,509 | -9.67% | Q1 2026 | May 12, 2026 |
| SMI Advisory Services, LLC | History | Added to | 32,858 | 794 | 0.13% | 0.13% | 251 | +1,430 | 4.55% | Q1 2026 | Apr 07, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 32,799 | 794 | 0.27% | 0.26% | 250 | -346 | -1.04% | Q1 2026 | Apr 03, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 32,294 | 783 | 0.73% | 0.76% | 253 | +92 | 0.29% | Q1 2026 | Apr 27, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 31,769 | 770 | 0.26% | 0.23% | 254 | +3,257 | 11.42% | Q1 2026 | May 04, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 31,575 | 765 | 0.01% | 0.01% | 255 | +1,444 | 4.79% | Q1 2026 | Apr 10, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 31,429 | 761 | 0.29% | 0.3% | 256 | +6,168 | 24.42% | Q1 2026 | Apr 22, 2026 |
| OFS Enterprise LLC | History | New | 31,107 | 754 | 0.22% | — | 257 | +31,107 | New | Q1 2026 | Apr 09, 2026 |
| Vident Advisory, LLC | History | No change | 31,072 | 753 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Oldfather Financial Services, LLC | History | No change | 31,107 | 753 | 0.22% | 0.22% | 259 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Brookstone Capital Management | History | Reduced | 31,030 | 752 | 0.01% | 0.01% | 260 | -400 | -1.27% | Q1 2026 | Apr 16, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 30,949 | 750 | 0.04% | 0.04% | 261 | +151 | 0.49% | Q1 2026 | Apr 29, 2026 |
| TABLEAUX LLC | History | Added to | 30,184 | 731 | 0.35% | 0.37% | 262 | +8,766 | 40.93% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 29,948 | 725 | 0.01% | 0.01% | 263 | -5,537 | -15.6% | Q1 2026 | May 15, 2026 |
| Curbstone Financial Management Corp | History | Added to | 29,874 | 724 | 0.14% | 0.1% | 264 | +8,176 | 37.68% | Q1 2026 | Apr 15, 2026 |
| Aprio Wealth Management, LLC | History | New | 29,538 | 716 | 0.04% | — | 266 | +29,538 | New | Q1 2026 | May 11, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 29,569 | 716 | 0.05% | 0.05% | 265 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 29,441 | 713 | 0.03% | 0.03% | 267 | +6,489 | 28.27% | Q1 2026 | May 08, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 29,370 | 711 | 0.15% | 0.21% | 268 | -11,204 | -27.61% | Q1 2026 | May 05, 2026 |
| Summit Wealth Group, LLC | History | No change | 28,806 | 698 | 0.16% | 0.16% | 269 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 28,526 | 691 | 0.02% | 0.02% | 270 | -652 | -2.23% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 28,443 | 689 | 0.0% | 0.0% | 271 | +22,182 | 354.29% | Q1 2026 | May 01, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 28,271 | 685 | 0.02% | — | 272 | +28,271 | New | Q1 2026 | May 15, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 28,118 | 681 | 0.04% | 0.03% | 273 | +2,822 | 11.16% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 27,972 | 678 | 0.0% | 0.0% | 274 | +4,224 | 17.79% | Q1 2026 | May 14, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 27,645 | 670 | 0.43% | 0.42% | 275 | -584 | -2.07% | Q1 2026 | Apr 15, 2026 |
| Summit Wealth Partners, LLC | History | No change | 27,599 | 669 | 0.11% | 0.12% | 276 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 27,595 | 668 | 0.25% | 0.23% | 277 | +30 | 0.11% | Q1 2026 | May 04, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 27,426 | 664 | 0.51% | 0.69% | 278 | -10,226 | -27.16% | Q1 2026 | Apr 20, 2026 |
| JDM Financial Group LLC | History | Reduced | 27,134 | 657 | 0.25% | 0.26% | 279 | -796 | -2.85% | Q1 2026 | May 20, 2026 |
| Stokes Family Office, LLC | History | Reduced | 26,843 | 650 | 0.07% | 0.09% | 280 | -14,000 | -34.28% | Q1 2026 | May 11, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 26,004 | 630 | 0.1% | 0.11% | 281 | -1,030 | -3.81% | Q1 2026 | Apr 22, 2026 |
| SIGNATUREFD, LLC | History | Added to | 25,951 | 629 | 0.01% | 0.0% | 282 | +16,287 | 168.53% | Q1 2026 | Apr 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 24,947 | 604 | 0.01% | — | 283 | +24,947 | New | Q1 2026 | May 11, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 24,864 | 602 | 0.2% | 0.2% | 284 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 24,313 | 589 | 0.08% | 0.08% | 285 | -3,094 | -11.29% | Q1 2026 | May 05, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 23,994 | 581 | 0.26% | — | 286 | +23,994 | New | Q1 2026 | Apr 28, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 23,808 | 577 | 0.07% | 0.08% | 287 | +1 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Spire Wealth Management | History | Added to | 23,606 | 572 | 0.02% | 0.02% | 288 | +3,939 | 20.03% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 23,637 | 571 | 0.01% | 0.01% | 289 | -8,182 | -25.71% | Q1 2026 | Apr 07, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 23,260 | 563 | 0.12% | 0.18% | 290 | -11,297 | -32.69% | Q1 2026 | May 12, 2026 |
| Riverstone Advisors, LLC | History | Added to | 23,107 | 560 | 0.28% | 0.22% | 291 | +3,586 | 18.37% | Q1 2026 | Apr 21, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 22,802 | 552 | 0.37% | 0.47% | 292 | -5,450 | -19.29% | Q1 2026 | Apr 30, 2026 |
| Ellis Investment Partners, LLC | History | New | 22,698 | 550 | 0.1% | — | 294 | +22,698 | New | Q1 2026 | May 12, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 22,722 | 550 | 0.06% | 0.06% | 293 | +954 | 4.38% | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 22,643 | 548 | 0.0% | 0.0% | 295 | +7,349 | 48.05% | Q1 2026 | May 15, 2026 |
| American Trust | History | No change | 22,590 | 547 | 0.05% | 0.05% | 296 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 22,464 | 544 | 0.33% | 0.33% | 297 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Neuberger Berman Group LLC | History | No change | 22,205 | 538 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rothschild Wealth LLC | History | Added to | 22,172 | 537 | 0.05% | 0.04% | 299 | +3,919 | 21.47% | Q1 2026 | May 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 21,812 | 526 | 0.04% | 0.05% | 300 | -5,475 | -20.06% | Q1 2026 | May 01, 2026 |