iSHARES TRUST - ICVT
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 | Reduced | 2,361,647 | 240,392 | 0.02% | 0.02% | 1 | -49,253 | -2.04% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,022,804 | 104,111 | 0.03% | 0.04% | 2 | -443,503 | -30.25% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 925,628 | 94,219 | 0.03% | 0.03% | 3 | -109,455 | -10.57% | Q1 2026 | May 06, 2026 |
| 1832 Asset Management L.P. | History | Added to | 857,160 | 87,250 | 0.08% | 0.03% | 4 | +394,525 | 85.28% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 850,780 | 86,600 | 0.01% | 0.0% | 5 | +713,070 | 517.81% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 679,465 | 69,162 | 0.01% | 0.01% | 6 | -257,435 | -27.48% | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Added to | 565,061 | 57,517 | 1.25% | 1.22% | 7 | +39,016 | 7.42% | Q1 2026 | May 04, 2026 |
| GREENLEAF TRUST | History | Reduced | 448,320 | 45,634 | 0.45% | 0.41% | 8 | -2,826 | -0.63% | Q1 2026 | Apr 27, 2026 |
| Ocean Park Asset Management, LLC | History | New | 420,200 | 42,772 | 2.47% | — | 9 | +420,200 | New | Q1 2026 | Apr 16, 2026 |
| Advisory Alpha, LLC | History | Reduced | 415,222 | 42,269 | 1.16% | 1.18% | 10 | -23,175 | -5.29% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 346,875 | 35,536 | 0.01% | 0.01% | 11 | -33,507 | -8.81% | Q1 2026 | May 15, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 336,416 | 34,243 | 0.77% | 0.76% | 12 | +226 | 0.07% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 334,070 | 34,005 | 0.0% | 0.0% | 13 | -7,554 | -2.21% | Q1 2026 | May 15, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 297,589 | 30,291 | 5.95% | 5.54% | 14 | +2,570 | 0.87% | Q1 2026 | May 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 296,371 | 30,167 | 0.26% | 0.23% | 15 | +20,010 | 7.24% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 267,439 | 26,516 | 0.0% | 0.0% | 16 | +11,180 | 4.36% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Reduced | 250,651 | 25,513 | 0.0% | 0.0% | 17 | -99,977 | -28.51% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 227,482 | 23,155 | 0.06% | 0.07% | 18 | -74,604 | -24.7% | Q1 2026 | May 04, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 209,661 | 21,341 | 4.24% | 3.94% | 19 | +19,995 | 10.54% | Q1 2026 | Apr 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 210,452 | 20,729 | 0.01% | 0.01% | 20 | -14,325 | -6.37% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 178,460 | 20,685 | 2.76% | 2.81% | 21 | +8,480 | 4.99% | Q1 2026 | May 06, 2026 |
| Certified Advisory Corp | History | Added to | 179,873 | 18,309 | 1.64% | 1.58% | 22 | +4,322 | 2.46% | Q1 2026 | Apr 17, 2026 |
| ASSETMARK, INC | History | Reduced | 170,440 | 17,349 | 0.04% | 0.04% | 23 | -7,886 | -4.42% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Reduced | 164,247 | 16,718 | 0.04% | 0.04% | 24 | -2,371 | -1.42% | Q1 2026 | May 14, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 161,206 | 16,409 | 1.82% | 1.29% | 25 | +42,635 | 35.96% | Q1 2026 | May 07, 2026 |
| TME FINANCIAL, INC. | History | Added to | 160,656 | 16,353 | 11.33% | 7.72% | 26 | +49,059 | 43.96% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 156,337 | 15,913 | 0.02% | 0.03% | 27 | -83,049 | -34.69% | Q1 2026 | May 13, 2026 |
| Systelligence, LLC | History | Reduced | 150,096 | 15,278 | 2.97% | 4.12% | 28 | -69,681 | -31.71% | Q1 2026 | Apr 21, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 149,672 | 15,235 | 0.81% | 0.76% | 29 | -976 | -0.65% | Q1 2026 | Apr 27, 2026 |
| CacheTech Inc. | History | Added to | 141,110 | 14,363 | 2.77% | 2.55% | 30 | +1,602 | 1.15% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 135,155 | 13,757 | 0.13% | 0.13% | 31 | -2,115 | -1.54% | Q1 2026 | May 08, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 133,848 | 13,624 | 0.11% | 0.09% | 32 | +5,269 | 4.1% | Q1 2026 | May 15, 2026 |
| Adams Wealth Management | History | Added to | 132,569 | 13,494 | 2.96% | 2.77% | 33 | +571 | 0.43% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 132,483 | 13,485 | 0.0% | 0.0% | 34 | +29,211 | 28.29% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 129,407 | 13,172 | 0.07% | 0.05% | 35 | -29,395 | -18.51% | Q1 2026 | Apr 29, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 126,721 | 12,898 | 2.36% | 2.25% | 36 | +1,949 | 1.56% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 125,921 | 12,789 | 0.02% | 0.01% | 37 | +49,144 | 64.01% | Q1 2026 | May 01, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 124,181 | 12,640 | 3.79% | 3.34% | 38 | +875 | 0.71% | Q1 2026 | Apr 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 118,285 | 12,040 | 1.29% | 0.87% | 39 | +35,318 | 42.57% | Q1 2026 | Apr 22, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Added to | 114,065 | 11,610 | 0.8% | 0.5% | 40 | +39,812 | 53.62% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 110,269 | 11,224 | 0.03% | 0.03% | 41 | -2,580 | -2.29% | Q1 2026 | May 11, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 109,915 | 11,188 | 0.42% | 0.48% | 42 | -4,878 | -4.25% | Q1 2026 | Apr 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 94,553 | 9,624 | 0.01% | 0.01% | 43 | -16,217 | -14.64% | Q1 2026 | May 12, 2026 |
| Hilltop Partners LLC | History | Added to | 93,308 | 9,497 | 2.44% | 2.33% | 44 | +1,554 | 1.69% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 90,266 | 9,188 | 0.0% | 0.0% | 45 | -2,756 | -2.96% | Q1 2026 | May 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 88,465 | 9,004 | 1.6% | 1.63% | 46 | +2,539 | 2.95% | Q1 2026 | May 08, 2026 |
| 360 Financial, Inc. | History | Added to | 81,831 | 8,329 | 2.51% | 2.41% | 47 | +965 | 1.19% | Q1 2026 | May 07, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 81,241 | 8,269 | 5.89% | 5.46% | 48 | +6,891 | 9.27% | Q1 2026 | May 19, 2026 |
| MCMORGAN & CO LLC | History | New | 79,171 | 8,058 | 1.3% | — | 49 | +79,171 | New | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 76,727 | 7,812 | 0.01% | 0.02% | 50 | -30,157 | -28.21% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 74,493 | 7,582 | 0.09% | 0.08% | 51 | +9,848 | 15.23% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 70,602 | 7,187 | 0.02% | 0.02% | 52 | +489 | 0.7% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 72,185 | 7,110 | 0.05% | 0.05% | 53 | +4,114 | 6.04% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | New | 65,700 | 6,687 | 0.01% | — | 54 | +65,700 | New | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 65,325 | 6,649 | 0.15% | 0.15% | 55 | +4,078 | 6.66% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 64,947 | 6,439 | 0.41% | 0.24% | 56 | +12,866 | 24.7% | Q1 2026 | Apr 24, 2026 |
| Hershey Financial Advisers, LLC | History | New | 63,082 | 6,421 | 5.54% | — | 57 | +63,082 | New | Q1 2026 | May 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 62,233 | 6,334 | 0.09% | 0.21% | 58 | -65,937 | -51.44% | Q1 2026 | May 11, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 60,985 | 6,207 | 0.79% | 0.51% | 59 | +19,076 | 45.52% | Q1 2026 | Apr 07, 2026 |
| Plan Group Financial, LLC | History | Added to | 60,956 | 6,204 | 1.46% | 1.46% | 60 | +3,647 | 6.36% | Q1 2026 | Apr 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 57,385 | 5,841 | 0.0% | — | 61 | +57,385 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 57,191 | 5,821 | 0.01% | 0.01% | 62 | -1,792 | -3.04% | Q1 2026 | May 05, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 52,391 | 5,332 | 1.44% | 1.54% | 63 | +3,907 | 8.06% | Q1 2026 | Apr 17, 2026 |
| Baron Financial Group, LLC | History | Added to | 49,763 | 5,065 | 2.73% | 2.63% | 64 | +43 | 0.09% | Q1 2026 | Apr 09, 2026 |
| Mariner, LLC | History | Added to | 48,660 | 4,953 | 0.01% | 0.01% | 65 | +2,785 | 6.07% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 48,570 | 4,943 | 0.0% | 0.0% | 66 | +17,713 | 57.4% | Q1 2026 | May 07, 2026 |
| Merit Financial Group, LLC | History | Reduced | 48,071 | 4,893 | 0.04% | 0.04% | 67 | -6,067 | -11.21% | Q1 2026 | Apr 15, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 45,905 | 4,666 | 0.26% | 0.26% | 68 | +1,311 | 2.94% | Q1 2026 | May 14, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 43,390 | 4,416 | 1.76% | 1.85% | 69 | -3,026 | -6.52% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 43,156 | 4,392 | 0.0% | 0.0% | 70 | -3,379 | -7.26% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 42,950 | 4,371 | 0.02% | 0.03% | 71 | -8,564 | -16.62% | Q1 2026 | May 05, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 41,393 | 4,213 | 1.86% | 1.87% | 72 | -357 | -0.86% | Q1 2026 | Apr 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 40,067 | 4,078 | 0.11% | 0.05% | 73 | +25,450 | 174.11% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 39,661 | 4,037 | 0.0% | 0.0% | 74 | -31,635 | -44.37% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 38,915 | 3,961 | 0.02% | 0.01% | 75 | +12,575 | 47.74% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 37,277 | 3,872 | 0.01% | 0.01% | 76 | -27,144 | -42.14% | Q1 2026 | Apr 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 34,514 | 3,513 | 0.0% | 0.01% | 77 | +4,659 | 15.61% | Q1 2026 | May 04, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 31,236 | 3,472 | 0.06% | — | 78 | +31,236 | New | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 34,084 | 3,469 | 0.01% | 0.02% | 79 | -20,731 | -37.82% | Q1 2026 | Apr 30, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 33,332 | 3,392 | 0.73% | 0.43% | 80 | +13,392 | 67.16% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 32,606 | 3,318 | 0.08% | 0.1% | 81 | -10,004 | -23.48% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 31,843 | 3,241 | 0.03% | 0.05% | 82 | -32,022 | -50.14% | Q1 2026 | Apr 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 31,844 | 3,240 | 0.02% | 0.04% | 83 | -29,944 | -48.46% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 30,711 | 3,126 | 0.09% | 0.01% | 84 | +28,236 | 1140.85% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 30,648 | 3,119 | 0.0% | 0.01% | 85 | -55,537 | -64.44% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 30,501 | 3,104 | 0.06% | 0.07% | 86 | +207 | 0.68% | Q1 2026 | Apr 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 29,545 | 3,007 | 0.1% | 0.05% | 87 | +7,565 | 34.42% | Q1 2026 | Apr 23, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 27,710 | 2,820 | 1.4% | 1.48% | 88 | -1,417 | -4.86% | Q1 2026 | Apr 16, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 27,287 | 2,777 | 0.02% | 0.02% | 89 | +1,136 | 4.34% | Q1 2026 | May 15, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 26,615 | 2,709 | 0.03% | 0.0% | 90 | +25,055 | 1606.09% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 26,057 | 2,652 | 0.01% | 0.01% | 91 | -20,067 | -43.51% | Q1 2026 | Apr 22, 2026 |
| Ascent Group, LLC | History | Reduced | 23,348 | 2,376 | 0.08% | 0.1% | 92 | -7,468 | -24.23% | Q1 2026 | May 15, 2026 |
| Yorktown Management & Research Co Inc | History | Reduced | 23,000 | 2,341 | 1.96% | 2.13% | 93 | -4,000 | -14.81% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 22,499 | 2,290 | 0.0% | 0.0% | 94 | -7,155 | -24.13% | Q1 2026 | Apr 27, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 22,417 | 2,281 | 0.63% | 0.26% | 95 | +11,729 | 109.74% | Q1 2026 | Apr 28, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 21,446 | 2,182 | 0.66% | 0.63% | 96 | -211 | -0.97% | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 20,652 | 2,102 | 0.01% | 0.01% | 97 | -345 | -1.64% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 20,302 | 2,087 | 0.02% | 0.02% | 98 | +4,496 | 28.44% | Q1 2026 | Apr 07, 2026 |
| Quartz Partners, LLC | History | Added to | 20,502 | 2,086 | 0.81% | 0.75% | 99 | +120 | 0.59% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 19,682 | 2,062 | 0.0% | 0.0% | 100 | -16,749 | -45.97% | Q1 2026 | Apr 27, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 19,992 | 2,034 | 0.01% | 0.01% | 101 | -476 | -2.33% | Q1 2026 | May 05, 2026 |
| Florin Court Capital LLP | History | Reduced | 19,527 | 1,987 | 7.5% | 5.72% | 102 | -22,200 | -53.2% | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | Added to | 19,358 | 1,970 | 0.01% | 0.0% | 103 | +13,409 | 225.4% | Q1 2026 | May 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 17,910 | 1,823 | 0.14% | — | 104 | +17,910 | New | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Reduced | 14,899 | 1,679 | 0.13% | 0.14% | 105 | -1,109 | -6.93% | Q1 2026 | May 01, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 15,719 | 1,600 | 0.52% | 0.68% | 106 | -5,073 | -24.4% | Q1 2026 | May 01, 2026 |
| SOFI WEALTH, LLC | History | New | 15,308 | 1,558 | 0.08% | — | 107 | +15,308 | New | Q1 2026 | May 05, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 15,010 | 1,527 | 0.18% | 0.2% | 108 | -6 | -0.04% | Q1 2026 | Apr 30, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 14,989 | 1,525 | 0.03% | 0.03% | 109 | -1,624 | -9.78% | Q1 2026 | Apr 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 14,894 | 1,516 | 0.02% | 0.03% | 110 | -1,641 | -9.92% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,849 | 1,511 | 0.02% | 0.03% | 111 | +451 | 3.13% | Q1 2026 | May 18, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 14,549 | 1,480 | 0.36% | 0.33% | 112 | -205 | -1.39% | Q1 2026 | Apr 17, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 14,540 | 1,479 | 0.3% | 0.11% | 113 | +9,700 | 200.41% | Q1 2026 | Apr 23, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 13,019 | 1,458 | 0.1% | 0.13% | 114 | -4,471 | -25.56% | Q1 2026 | Apr 29, 2026 |
| Pinion Investment Advisors, LLC | History | New | 13,689 | 1,393 | 0.33% | — | 115 | +13,689 | New | Q1 2026 | Apr 24, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 13,638 | 1,388 | 0.3% | 0.28% | 116 | +52 | 0.38% | Q1 2026 | May 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 13,367 | 1,360 | 0.08% | 0.08% | 117 | -938 | -6.56% | Q1 2026 | Apr 29, 2026 |
| Global Financial Private Client, LLC | History | Added to | 13,308 | 1,354 | 0.44% | 0.37% | 118 | +2,540 | 23.59% | Q1 2026 | Apr 20, 2026 |
| Elevation Capital Advisory, LLC | History | New | 13,114 | 1,334 | 0.57% | — | 120 | +13,114 | New | Q1 2026 | May 08, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 13,107 | 1,334 | 0.8% | 0.63% | 119 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Stokes Family Office, LLC | History | Reduced | 12,998 | 1,323 | 0.14% | 0.13% | 121 | -1,667 | -11.37% | Q1 2026 | May 11, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 12,692 | 1,291 | 0.75% | 1.39% | 122 | -10,127 | -44.38% | Q1 2026 | Apr 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 12,643 | 1,286 | 0.08% | 0.07% | 123 | +1,211 | 10.59% | Q1 2026 | Apr 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 12,627 | 1,285 | 0.01% | 0.01% | 124 | +2,756 | 27.92% | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | Reduced | 12,497 | 1,272 | 0.32% | 0.44% | 125 | -3,385 | -21.31% | Q1 2026 | May 07, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 11,278 | 1,262 | 0.17% | 0.25% | 126 | -5,608 | -33.21% | Q1 2026 | Apr 28, 2026 |
| Windsor Capital Management, LLC | History | Added to | 12,364 | 1,258 | 0.35% | 0.33% | 127 | +291 | 2.41% | Q1 2026 | Apr 10, 2026 |
| Ridgewood Investments LLC | History | New | 12,012 | 1,222 | 0.5% | — | 129 | +12,012 | New | Q1 2026 | Apr 03, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 12,014 | 1,222 | 0.49% | 0.48% | 128 | +130 | 1.09% | Q1 2026 | Apr 21, 2026 |
| Purpose Unlimited Inc. | History | Added to | 12,246 | 1,202 | 0.05% | 0.0% | 130 | +12,146 | 12146.0% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 11,759 | 1,196 | 0.07% | 0.1% | 131 | -4,394 | -27.2% | Q1 2026 | Apr 09, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 11,716 | 1,192 | 0.04% | 0.09% | 132 | -15,715 | -57.29% | Q1 2026 | May 05, 2026 |
| Archer Investment Corp | History | No change | 11,688 | 1,189 | 0.25% | 0.26% | 133 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 11,664 | 1,187 | 0.03% | 0.03% | 134 | -17 | -0.15% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 11,567 | 1,177 | 0.04% | 0.04% | 135 | +1,052 | 10.0% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | Reduced | 11,328 | 1,153 | 0.21% | 0.21% | 136 | -492 | -4.16% | Q1 2026 | Apr 24, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 11,005 | 1,120 | 0.4% | 0.4% | 137 | -137 | -1.23% | Q1 2026 | Apr 29, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 10,906 | 1,110 | 0.45% | 0.42% | 138 | +2 | 0.02% | Q1 2026 | May 07, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 10,834 | 1,102 | 0.4% | 0.76% | 139 | -10,431 | -49.05% | Q1 2026 | Apr 14, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 10,651 | 1,084 | 0.51% | 0.69% | 140 | -3,924 | -26.92% | Q1 2026 | Apr 24, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 10,290 | 1,047 | 0.08% | 0.07% | 141 | +557 | 5.72% | Q1 2026 | May 14, 2026 |
| Herold Advisors, Inc. | History | Reduced | 10,225 | 1,040 | 0.23% | 0.25% | 142 | -990 | -8.83% | Q1 2026 | May 14, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 10,165 | 1,034 | 0.53% | 0.89% | 143 | -7,893 | -43.71% | Q1 2026 | Apr 17, 2026 |
| NorthRock Partners, LLC | History | Reduced | 10,110 | 1,029 | 0.02% | 0.02% | 144 | -3,321 | -24.73% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 10,030 | 1,020 | 0.02% | 0.03% | 145 | -3,484 | -25.78% | Q1 2026 | May 11, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 9,068 | 1,015 | 0.43% | 0.42% | 146 | +42 | 0.47% | Q1 2026 | May 08, 2026 |
| Revisor Wealth Management LLC | History | Added to | 9,957 | 1,013 | 0.28% | 0.18% | 147 | +3,500 | 54.2% | Q1 2026 | Apr 27, 2026 |
| United Advisor Group, LLC | History | Added to | 9,936 | 1,011 | 0.12% | 0.11% | 148 | +943 | 10.49% | Q1 2026 | Apr 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 9,928 | 1,010 | 0.0% | 0.0% | 149 | +6,928 | 230.93% | Q1 2026 | May 15, 2026 |
| Comprehensive Wealth Management, LLC | History | Reduced | 9,872 | 1,004 | 0.51% | 0.64% | 150 | -1,213 | -10.94% | Q1 2026 | May 14, 2026 |
| Cadent Capital Advisors, LLC | History | New | 9,545 | 971 | 0.25% | — | 151 | +9,545 | New | Q1 2026 | Apr 08, 2026 |
| Independent Advisor Alliance | History | New | 9,297 | 946 | 0.01% | — | 152 | +9,297 | New | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Added to | 9,267 | 943 | 0.03% | 0.02% | 154 | +1,270 | 15.88% | Q1 2026 | May 04, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 9,269 | 943 | 0.02% | 0.02% | 153 | +4 | 0.04% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 9,166 | 933 | 0.03% | 0.02% | 155 | +2,386 | 35.19% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 9,010 | 917 | 0.01% | 0.02% | 156 | -8,513 | -48.58% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,116 | 897 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 8,588 | 874 | 0.05% | 0.05% | 158 | -1,611 | -15.8% | Q1 2026 | May 12, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 8,519 | 867 | 0.11% | — | 159 | +8,519 | New | Q1 2026 | Apr 27, 2026 |
| Cassilly Financial Group LLC | History | Reduced | 8,352 | 850 | 0.74% | 0.73% | 160 | -15 | -0.18% | Q1 2026 | Apr 10, 2026 |
| SEEDS INVESTOR LLC | History | New | 7,686 | 843 | 0.11% | — | 161 | +7,686 | New | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | No change | 8,276 | 842 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 7,149 | 828 | 0.19% | — | 163 | +7,149 | New | Q1 2026 | May 08, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 8,117 | 826 | 0.16% | 0.26% | 164 | -5,680 | -41.17% | Q1 2026 | Apr 13, 2026 |
| Entelevest, LLC | History | Added to | 7,951 | 809 | 0.81% | 0.6% | 165 | +1,870 | 30.75% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | Added to | 7,840 | 798 | 0.0% | 0.0% | 166 | +4,463 | 132.16% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 7,722 | 786 | 0.03% | 0.03% | 167 | -375 | -4.63% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,719 | 785 | 0.01% | 0.01% | 168 | -1,190 | -13.36% | Q1 2026 | May 15, 2026 |
| EWA, LLC | History | Reduced | 7,664 | 780 | 0.18% | 0.24% | 169 | -2,213 | -22.41% | Q1 2026 | Apr 23, 2026 |
| Kelly Financial Services LLC | History | Reduced | 7,529 | 765 | 0.18% | 0.25% | 170 | -2,664 | -26.14% | Q1 2026 | Apr 13, 2026 |
| Atlatl Advisers LLC | History | Reduced | 7,491 | 762 | 0.57% | 0.32% | 171 | -867 | -10.37% | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 7,152 | 728 | 0.0% | 0.0% | 172 | -2,937 | -29.11% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 7,117 | 724 | 0.01% | 0.01% | 173 | -730 | -9.3% | Q1 2026 | Apr 23, 2026 |
| Austin Private Wealth, LLC | History | No change | 7,317 | 720 | 0.05% | 0.05% | 174 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 7,020 | 714 | 0.01% | — | 175 | +7,020 | New | Q1 2026 | May 15, 2026 |
| Pictet North America Advisors SA | History | Reduced | 6,923 | 704 | 0.07% | 0.09% | 176 | -2,321 | -25.11% | Q1 2026 | Apr 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 6,836 | 695 | 0.02% | 0.01% | 177 | +4 | 0.06% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 6,822 | 694 | 0.0% | 0.0% | 178 | +1,806 | 36.0% | Q1 2026 | May 15, 2026 |
| Greenline Wealth Management LLC | History | Added to | 6,799 | 692 | 0.8% | 0.3% | 179 | +3,868 | 131.97% | Q1 2026 | May 14, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 6,779 | 690 | 0.37% | 0.27% | 180 | +1,814 | 36.54% | Q1 2026 | May 12, 2026 |
| LPWM LLC | History | Reduced | 6,718 | 683 | 0.17% | 0.17% | 181 | -57 | -0.84% | Q1 2026 | Apr 08, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 6,697 | 681 | 0.33% | — | 182 | +6,697 | New | Q1 2026 | Apr 09, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 6,655 | 677 | 0.44% | 0.45% | 183 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 6,450 | 656 | 0.16% | 0.17% | 184 | -271 | -4.03% | Q1 2026 | May 05, 2026 |
| MMA ASSET MANAGEMENT LLC | History | New | 6,435 | 655 | 0.23% | — | 185 | +6,435 | New | Q1 2026 | Apr 08, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,378 | 649 | 0.04% | 0.05% | 186 | -2,305 | -26.55% | Q1 2026 | Apr 30, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 6,357 | 647 | 0.07% | 0.11% | 187 | -457 | -6.71% | Q1 2026 | May 07, 2026 |
| Brookstone Capital Management | History | Reduced | 6,303 | 641 | 0.01% | 0.01% | 188 | -3,635 | -36.58% | Q1 2026 | Apr 16, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 6,277 | 638 | 0.55% | 1.29% | 189 | -8,891 | -58.62% | Q1 2026 | May 07, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 6,039 | 614 | 0.06% | 0.0% | 190 | +5,614 | 1320.94% | Q1 2026 | Apr 17, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 6,011 | 611 | 0.24% | 0.24% | 191 | -174 | -2.81% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 5,945 | 605 | 0.02% | 0.02% | 192 | -1,968 | -24.87% | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 5,899 | 600 | 0.14% | 0.17% | 193 | -2,122 | -26.46% | Q1 2026 | Apr 10, 2026 |
| COMERICA BANK | History | No change | 6,010 | 591 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Investment Management Trust, LLC | History | New | 5,796 | 589 | 0.57% | — | 195 | +5,796 | New | Q1 2026 | Apr 24, 2026 |
| High Falls Advisors, Inc | History | No change | 5,751 | 566 | 0.11% | 0.11% | 196 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 5,546 | 564 | 0.18% | 0.2% | 197 | -60 | -1.07% | Q1 2026 | May 14, 2026 |
| Tempus Wealth Planning, LLC | History | New | 5,528 | 562 | 0.13% | — | 198 | +5,528 | New | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,502 | 560 | 0.0% | — | 199 | +5,502 | New | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 5,393 | 549 | 0.02% | 0.04% | 200 | -7,721 | -58.88% | Q1 2026 | Apr 08, 2026 |
| Archer Investment Management, LLC | History | Added to | 5,388 | 548 | 0.23% | 0.15% | 201 | +2,625 | 95.01% | Q1 2026 | Apr 08, 2026 |
| McAdam, LLC | History | Added to | 5,343 | 543 | 0.02% | 0.02% | 203 | +740 | 16.08% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,165 | 543 | 0.05% | 0.05% | 202 | -144 | -2.71% | Q1 2026 | Apr 30, 2026 |
| LANE BROTHERS & CO INC | History | Added to | 5,315 | 540 | 0.39% | 0.38% | 204 | +3 | 0.06% | Q1 2026 | May 05, 2026 |
| Valmark Advisers, Inc. | History | Added to | 5,239 | 533 | 0.01% | 0.01% | 205 | +1,108 | 26.82% | Q1 2026 | May 01, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 5,197 | 529 | 0.07% | 0.1% | 206 | -3,157 | -37.79% | Q1 2026 | Apr 08, 2026 |
| Range Financial Group LLC | History | Reduced | 5,201 | 529 | 0.18% | 0.24% | 207 | -1,897 | -26.73% | Q1 2026 | Apr 30, 2026 |
| Security Financial Services, INC. | History | No change | 5,347 | 526 | 0.08% | 0.08% | 208 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,022 | 511 | 0.0% | 0.0% | 209 | +402 | 8.7% | Q1 2026 | May 11, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 5,024 | 511 | 0.08% | 0.09% | 210 | -253 | -4.79% | Q1 2026 | May 06, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 4,957 | 504 | 0.15% | 0.15% | 211 | -28 | -0.56% | Q1 2026 | Apr 30, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 4,922 | 501 | 0.02% | 0.02% | 212 | -373 | -7.04% | Q1 2026 | Apr 14, 2026 |
| Tidal Investments LLC | History | Reduced | 4,843 | 492 | 0.0% | 0.0% | 213 | -3,969 | -45.04% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 4,841 | 492 | 0.01% | 0.01% | 214 | -22 | -0.45% | Q1 2026 | May 14, 2026 |
| Keebeck Wealth Management | History | Added to | 4,792 | 487 | 0.05% | 0.03% | 215 | +2,497 | 108.8% | Q1 2026 | May 14, 2026 |
| Able Wealth Management LLC | History | Reduced | 4,650 | 473 | 0.13% | 0.25% | 216 | -3,405 | -42.27% | Q1 2026 | Apr 24, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 4,531 | 461 | 0.01% | 0.08% | 217 | -29,509 | -86.69% | Q1 2026 | May 11, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 4,534 | 461 | 0.19% | 0.3% | 218 | -2,660 | -36.98% | Q1 2026 | May 06, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 4,527 | 460 | 0.02% | 0.04% | 219 | -41 | -0.9% | Q1 2026 | Apr 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 4,498 | 457 | 0.04% | 0.04% | 220 | -559 | -11.05% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 4,498 | 457 | 0.01% | 0.01% | 221 | -40 | -0.88% | Q1 2026 | May 06, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 4,489 | 456 | 0.01% | — | 222 | +4,489 | New | Q1 2026 | Apr 28, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 4,474 | 455 | 0.38% | 0.25% | 223 | +1,543 | 52.64% | Q1 2026 | Apr 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 4,464 | 454 | 0.07% | 0.06% | 224 | +302 | 7.26% | Q1 2026 | May 13, 2026 |
| BOS Asset Management, LLC | History | Reduced | 4,468 | 454 | 0.12% | 0.12% | 225 | -47 | -1.04% | Q1 2026 | Apr 08, 2026 |
| Mosley Wealth Management | History | Added to | 4,485 | 448 | 0.2% | 0.21% | 226 | +38 | 0.85% | Q1 2026 | Apr 27, 2026 |
| Pflug Koory, LLC | History | No change | 4,399 | 447 | 0.2% | 0.2% | 227 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 4,378 | 445 | 0.18% | 0.24% | 229 | -1,656 | -27.44% | Q1 2026 | Apr 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 4,373 | 445 | 0.01% | 0.01% | 228 | +493 | 12.71% | Q1 2026 | May 14, 2026 |
| Advisors Preferred, LLC | History | Added to | 4,369 | 444 | 0.07% | 0.04% | 230 | +2,075 | 90.45% | Q1 2026 | May 05, 2026 |
| WealthShield Partners, LLC | History | Reduced | 4,230 | 430 | 0.05% | 0.09% | 232 | -3,954 | -48.31% | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Reduced | 4,233 | 430 | 0.0% | 0.0% | 231 | -3,697 | -46.62% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 4,185 | 425 | 0.0% | 0.0% | 233 | +2,110 | 101.69% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,115 | 419 | 0.01% | 0.01% | 234 | -90 | -2.14% | Q1 2026 | Apr 21, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Reduced | 4,095 | 416 | 0.39% | 0.72% | 235 | -3,855 | -48.49% | Q1 2026 | May 08, 2026 |
| FORM Wealth Advisors, LLC | History | Added to | 4,086 | 415 | 0.05% | 0.05% | 236 | +10 | 0.25% | Q1 2026 | Apr 10, 2026 |
| Trek Financial, LLC | History | Reduced | 4,031 | 410 | 0.02% | 0.03% | 237 | -1,546 | -27.72% | Q1 2026 | May 13, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 4,012 | 408 | 0.26% | 0.25% | 238 | -38 | -0.94% | Q1 2026 | Apr 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 3,993 | 406 | 0.0% | 0.0% | 239 | +368 | 10.15% | Q1 2026 | May 05, 2026 |
| Compound Planning, Inc. | History | New | 3,961 | 403 | 0.01% | — | 240 | +3,961 | New | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Reduced | 3,926 | 399 | 0.02% | 0.04% | 241 | -4,742 | -54.71% | Q1 2026 | May 05, 2026 |
| Creekside Partners | History | New | 3,687 | 375 | 0.15% | — | 242 | +3,687 | New | Q1 2026 | Apr 21, 2026 |
| Quarry LP | History | New | 3,630 | 369 | 0.07% | — | 243 | +3,630 | New | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 3,624 | 368 | 0.03% | — | 244 | +3,624 | New | Q1 2026 | Apr 28, 2026 |
| Centennial Advisors, LLC | History | New | 3,560 | 362 | 0.46% | — | 246 | +3,560 | New | Q1 2026 | Apr 21, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 3,562 | 362 | 0.01% | 0.01% | 245 | -34 | -0.95% | Q1 2026 | Apr 28, 2026 |
| SCOTIA CAPITAL INC. | History | New | 3,553 | 361 | 0.0% | — | 247 | +3,553 | New | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,546 | 360 | 0.0% | 0.0% | 248 | +1,220 | 52.45% | Q1 2026 | Apr 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 3,502 | 356 | 0.09% | 0.18% | 249 | -3,571 | -50.49% | Q1 2026 | Apr 14, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 3,450 | 351 | 0.27% | 0.33% | 250 | -618 | -15.19% | Q1 2026 | Apr 27, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 3,448 | 350 | 0.03% | 0.02% | 252 | +933 | 37.1% | Q1 2026 | May 14, 2026 |
| Front Row Advisors LLC | History | No change | 3,442 | 350 | 0.12% | 0.11% | 251 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Balboa Wealth Partners | History | New | 3,412 | 347 | 0.06% | — | 253 | +3,412 | New | Q1 2026 | Apr 16, 2026 |
| TSFG, LLC | History | Reduced | 3,399 | 346 | 0.05% | 0.06% | 254 | -536 | -13.62% | Q1 2026 | Apr 27, 2026 |
| Gotham Asset Management, LLC | History | Added to | 3,383 | 344 | 0.0% | 0.0% | 255 | +88 | 2.67% | Q1 2026 | May 15, 2026 |
| Strategic Financial Concepts, LLC | History | New | 3,370 | 342 | 0.08% | — | 257 | +3,370 | New | Q1 2026 | May 12, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 3,367 | 342 | 0.13% | 0.1% | 256 | +617 | 22.44% | Q1 2026 | Apr 09, 2026 |
| Prospera Financial Services Inc | History | Added to | 3,344 | 340 | 0.01% | 0.01% | 258 | +23 | 0.69% | Q1 2026 | Apr 14, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 3,332 | 339 | 0.01% | 0.02% | 259 | -3,064 | -47.9% | Q1 2026 | Apr 14, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 3,333 | 339 | 0.11% | 0.14% | 260 | -697 | -17.3% | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,231 | 328 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clark Asset Management, LLC | History | No change | 3,221 | 327 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 3,196 | 325 | 0.04% | 0.03% | 264 | +92 | 2.96% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,199 | 325 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 3,184 | 324 | 0.17% | 0.15% | 265 | +254 | 8.67% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 3,181 | 323 | 0.01% | 0.01% | 266 | +275 | 9.46% | Q1 2026 | May 06, 2026 |
| JB Capital LLC | History | Reduced | 3,126 | 318 | 0.01% | 0.03% | 267 | -3,110 | -49.87% | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | New | 3,060 | 311 | 0.0% | — | 268 | +3,060 | New | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | New | 3,036 | 309 | 0.02% | — | 269 | +3,036 | New | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 3,029 | 308 | 0.0% | 0.01% | 270 | -5,920 | -66.15% | Q1 2026 | May 13, 2026 |
| City Center Advisors, LLC | History | Added to | 3,035 | 308 | 0.28% | 0.26% | 271 | +114 | 3.9% | Q1 2026 | Apr 07, 2026 |
| Brooklyn Investment Group | History | Added to | 2,988 | 304 | 0.01% | 0.01% | 273 | +785 | 35.63% | Q1 2026 | Apr 29, 2026 |
| Csenge Advisory Group | History | Reduced | 2,990 | 304 | 0.01% | 0.01% | 272 | -81 | -2.64% | Q1 2026 | Apr 30, 2026 |
| Allworth Financial LP | History | Reduced | 2,791 | 284 | 0.0% | 0.0% | 274 | -407 | -12.73% | Q1 2026 | May 14, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 2,791 | 284 | 0.04% | 0.04% | 276 | -185 | -6.22% | Q1 2026 | May 04, 2026 |
| Sowell Financial Services LLC | History | Reduced | 2,796 | 284 | 0.01% | 0.01% | 275 | -173 | -5.83% | Q1 2026 | Apr 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,762 | 281 | 0.0% | 0.0% | 277 | -195 | -6.59% | Q1 2026 | May 08, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | New | 2,733 | 278 | 0.18% | — | 278 | +2,733 | New | Q1 2026 | May 11, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 2,692 | 274 | 0.07% | 0.06% | 279 | +353 | 15.09% | Q1 2026 | Apr 16, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 2,675 | 272 | 0.01% | — | 281 | +2,675 | New | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 2,674 | 272 | 0.0% | — | 280 | +2,674 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,661 | 270 | 0.0% | 0.0% | 282 | -1,331 | -33.34% | Q1 2026 | May 08, 2026 |
| BCU Wealth Advisors, LLC | History | Reduced | 2,630 | 267 | 0.1% | 0.1% | 284 | -160 | -5.73% | Q1 2026 | Apr 20, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 2,624 | 267 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| World Investment Advisors | History | Reduced | 2,619 | 266 | 0.0% | 0.01% | 285 | -1,581 | -37.64% | Q1 2026 | Apr 27, 2026 |
| Belpointe Asset Management LLC | History | No change | 2,577 | 262 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 2,571 | 261 | 0.05% | 0.08% | 287 | -2,448 | -48.77% | Q1 2026 | Apr 22, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 2,568 | 261 | 0.13% | 0.15% | 289 | -297 | -10.37% | Q1 2026 | May 15, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 2,568 | 261 | 0.05% | 0.04% | 288 | +11 | 0.43% | Q1 2026 | Apr 17, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 2,551 | 259 | 0.03% | 0.06% | 290 | -2,799 | -52.32% | Q1 2026 | Apr 21, 2026 |
| Frisch Financial Group, Inc. | History | New | 2,553 | 259 | 0.05% | — | 291 | +2,553 | New | Q1 2026 | May 05, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 2,535 | 258 | 0.06% | 0.05% | 292 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 2,523 | 256 | 0.01% | 0.03% | 293 | -2,892 | -53.41% | Q1 2026 | May 14, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 2,502 | 254 | 0.04% | 0.04% | 294 | -543 | -17.83% | Q1 2026 | Apr 15, 2026 |
| Elevated Financial Group LLC | History | Reduced | 2,471 | 251 | 0.08% | 0.11% | 297 | -635 | -20.44% | Q1 2026 | May 11, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 2,472 | 251 | 0.1% | 0.1% | 296 | -216 | -8.04% | Q1 2026 | Apr 23, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 2,472 | 251 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 2,387 | 242 | 0.03% | 0.06% | 298 | -2,320 | -49.29% | Q1 2026 | May 12, 2026 |
| Keystone Financial Services | History | Reduced | 2,383 | 242 | 0.07% | 0.12% | 299 | -1,791 | -42.91% | Q1 2026 | May 06, 2026 |
| Goldstein Advisors, LLC | History | Added to | 2,360 | 240 | 0.03% | 0.03% | 300 | +120 | 5.36% | Q1 2026 | Apr 28, 2026 |