iSHARES TRUST - IDEV
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 | 49,630,091 | 4,147,586 | 0.3% | 0.31% | 1 | -2,851,761 | -5.43% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 25,073,469 | 2,095,389 | 0.04% | 0.03% | 2 | +4,928,442 | 24.46% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 19,092,951 | 1,595,597 | 1.08% | 1.04% | 3 | +1,537,353 | 8.76% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 16,561,195 | 1,384,019 | 0.8% | 0.54% | 4 | +4,609,301 | 38.57% | Q1 2026 | May 08, 2026 |
| BANK OF KOREA | History | Added to | 14,003,997 | 1,170,314 | 28.31% | 27.48% | 5 | +6,396,076 | 84.07% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 13,293,015 | 1,110,897 | 0.07% | 0.06% | 6 | +1,212,679 | 10.04% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 13,142,459 | 1,098,972 | 0.25% | 0.15% | 7 | +4,796,576 | 57.47% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 12,439,499 | 1,039,563 | 0.96% | 0.99% | 8 | +292,761 | 2.41% | Q1 2026 | May 13, 2026 |
| Richard Bernstein Advisors LLC | History | New | 6,178,128 | 516,306 | 14.98% | — | 9 | +6,178,128 | New | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,697,125 | 476,108 | 0.13% | 0.11% | 10 | +1,400,916 | 32.61% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Added to | 5,562,808 | 464,883 | 0.2% | 0.16% | 11 | +1,050,618 | 23.28% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 5,458,824 | 456,193 | 0.64% | 0.42% | 12 | +1,981,866 | 57.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,628,401 | 374,946 | 0.02% | 0.02% | 13 | +195,541 | 4.41% | Q1 2026 | May 13, 2026 |
| Horizon Investments, LLC | History | Added to | 4,064,751 | 339,691 | 3.81% | 4.03% | 14 | +207,094 | 5.37% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 3,779,896 | 315,620 | 3.18% | 3.61% | 15 | +206,462 | 5.78% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 3,524,524 | 294,563 | 0.33% | 0.33% | 16 | +7,829 | 0.22% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 3,294,618 | 275,331 | 1.33% | 0.01% | 17 | +3,273,002 | 15141.57% | Q1 2026 | May 04, 2026 |
| Bank of Finland | History | No change | 3,254,031 | 271,939 | 19.9% | 18.64% | 18 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Heritage Financial Services, LLC | History | No change | 3,278,313 | 270,395 | 22.57% | 22.57% | 19 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 3,109,957 | 259,899 | 0.28% | 0.25% | 20 | +300,238 | 10.69% | Q1 2026 | May 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 3,084,815 | 257,797 | 6.58% | 6.61% | 21 | -14,841 | -0.48% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,053,125 | 255,149 | 2.33% | 0.0% | 22 | +3,052,890 | 1299102.13% | Q1 2026 | May 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,760,114 | 230,662 | 0.36% | 0.28% | 23 | +568,237 | 25.92% | Q1 2026 | May 06, 2026 |
| Auto-Owners Insurance Co | History | No change | 2,598,000 | 217,062 | 4.55% | 4.5% | 24 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,019,870 | 168,800 | 0.05% | 0.05% | 25 | +117,205 | 6.16% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 1,835,423 | 153,386 | 0.04% | 0.03% | 26 | +350,761 | 23.63% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 1,815,864 | 151,751 | 0.02% | 0.02% | 27 | +382,094 | 26.65% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Added to | 1,714,721 | 143,299 | 0.29% | 0.28% | 28 | +36,046 | 2.15% | Q1 2026 | May 06, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,668,425 | 139,430 | 0.94% | 0.94% | 29 | +37,628 | 2.31% | Q1 2026 | May 07, 2026 |
| MCF Advisors LLC | History | Added to | 1,624,893 | 135,792 | 5.95% | 7.31% | 30 | +21,773 | 1.36% | Q1 2026 | May 11, 2026 |
| Clarius Group, LLC | History | No change | 1,493,767 | 123,205 | 7.04% | 7.04% | 31 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,464,742 | 122,408 | 1.39% | 1.14% | 32 | +244,325 | 20.02% | Q1 2026 | Apr 28, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 1,298,019 | 116,315 | 4.46% | 4.6% | 33 | -58,483 | -4.31% | Q1 2026 | Apr 24, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 1,371,889 | 114,648 | 14.13% | 14.49% | 34 | -29,119 | -2.08% | Q1 2026 | Apr 23, 2026 |
| Empowered Funds, LLC | History | Added to | 1,290,231 | 107,824 | 0.69% | 1.77% | 35 | +28,841 | 2.29% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,281,026 | 107,055 | 0.57% | 0.07% | 36 | +1,155,230 | 918.34% | Q1 2026 | May 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 1,195,549 | 98,608 | 7.21% | 7.21% | 37 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,166,486 | 97,483 | 0.06% | 0.06% | 38 | +102,430 | 9.63% | Q1 2026 | May 07, 2026 |
| NIXON PEABODY TRUST CO | History | Reduced | 1,090,736 | 91,152 | 7.24% | 6.87% | 39 | -8,506 | -0.77% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 937,195 | 78,317 | 0.09% | 0.09% | 40 | +4,346 | 0.47% | Q1 2026 | May 13, 2026 |
| Main Management ETF Advisors, LLC | History | Added to | 926,308 | 77,412 | 2.89% | 2.38% | 41 | +116,925 | 14.45% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 898,464 | 75,084 | 0.01% | 0.01% | 42 | +202,768 | 29.15% | Q1 2026 | May 15, 2026 |
| Foster Group, Inc. | History | Reduced | 775,736 | 64,828 | 1.93% | 1.94% | 43 | -2,335 | -0.3% | Q1 2026 | Apr 13, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 762,690 | 63,738 | 3.82% | 3.72% | 44 | +20,988 | 2.83% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 679,524 | 56,774 | 0.1% | 0.1% | 45 | +13,071 | 1.96% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 661,077 | 55,246 | 0.01% | 0.0% | 46 | +645,281 | 4085.09% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 657,329 | 54,932 | 0.06% | 0.06% | 47 | +35,422 | 5.7% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 653,949 | 54,650 | 0.01% | 0.01% | 48 | +59,158 | 9.95% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 638,540 | 53,362 | 0.07% | 0.07% | 49 | +32,286 | 5.33% | Q1 2026 | Apr 27, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 628,470 | 52,521 | 8.5% | 9.12% | 50 | -51,266 | -7.54% | Q1 2026 | Apr 15, 2026 |
| Rock Creek Group LLC | History | Added to | 606,193 | 50,659 | 5.13% | 5.3% | 51 | +33,589 | 5.87% | Q1 2026 | May 11, 2026 |
| Starr Indemnity & Liability Co | History | No change | 606,060 | 50,648 | 12.87% | 14.2% | 52 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMARILLO NATIONAL BANK | History | Reduced | 601,586 | 50,274 | 8.88% | 8.87% | 53 | -11,016 | -1.8% | Q1 2026 | Apr 17, 2026 |
| ESL Trust Services, LLC | History | New | 564,751 | 47,196 | 9.01% | — | 54 | +564,751 | New | Q1 2026 | May 07, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 558,240 | 46,652 | 4.69% | 4.49% | 55 | +11,973 | 2.19% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 523,253 | 45,878 | 2.94% | 2.47% | 56 | +84,337 | 19.21% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 496,389 | 41,483 | 0.61% | 0.64% | 57 | -10,060 | -1.99% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 489,301 | 40,890 | 0.0% | 0.0% | 58 | +12,117 | 2.54% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 488,968 | 40,863 | 0.83% | 0.8% | 59 | +8,822 | 1.84% | Q1 2026 | Apr 15, 2026 |
| Standpoint Asset Management, LLC | History | Reduced | 454,100 | 37,949 | 9.2% | 8.85% | 60 | -15,700 | -3.34% | Q1 2026 | Apr 16, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 447,091 | 37,363 | 4.12% | 4.14% | 61 | +16,357 | 3.8% | Q1 2026 | Apr 13, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Added to | 440,960 | 36,851 | 4.69% | 4.54% | 62 | +20,375 | 4.84% | Q1 2026 | May 15, 2026 |
| DDFG, Inc | History | Added to | 424,183 | 35,448 | 7.64% | 7.26% | 63 | +22,300 | 5.55% | Q1 2026 | Apr 22, 2026 |
| Veery Capital, LLC | History | Added to | 419,077 | 35,022 | 10.74% | 9.96% | 64 | +25,428 | 6.46% | Q1 2026 | Apr 09, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 410,122 | 34,273 | 14.06% | 14.6% | 65 | -9,540 | -2.27% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 404,723 | 33,824 | 0.05% | 0.05% | 66 | -7,456 | -1.81% | Q1 2026 | May 15, 2026 |
| Hi-Line Capital Management, LLC | History | Added to | 395,579 | 33,058 | 10.39% | 8.58% | 67 | +83,203 | 26.64% | Q1 2026 | Apr 27, 2026 |
| C V STARR & CO INC | History | No change | 378,787 | 31,655 | 16.51% | 17.17% | 68 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 371,900 | 31,080 | 0.08% | 0.07% | 69 | +47,005 | 14.47% | Q1 2026 | Apr 30, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 370,656 | 30,975 | 6.75% | 6.58% | 70 | +23,190 | 6.67% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Added to | 366,623 | 30,638 | 0.49% | 0.19% | 71 | +226,028 | 160.77% | Q1 2026 | Apr 27, 2026 |
| Sterling Capital Management LLC | History | Reduced | 358,663 | 29,973 | 0.57% | 0.51% | 72 | -20,374 | -5.38% | Q1 2026 | Apr 22, 2026 |
| BSW Wealth Partners | History | Added to | 342,034 | 28,583 | 3.49% | 3.37% | 73 | +1,369 | 0.4% | Q1 2026 | Apr 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 313,226 | 27,444 | 1.55% | 1.46% | 74 | +13,510 | 4.51% | Q1 2026 | Apr 17, 2026 |
| MBL Wealth, LLC | History | Added to | 301,018 | 25,156 | 1.9% | 1.88% | 75 | +16,192 | 5.68% | Q1 2026 | Apr 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 295,771 | 24,717 | 0.3% | 0.33% | 76 | -11,042 | -3.6% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 286,655 | 23,955 | 0.13% | 0.14% | 77 | -11,818 | -3.96% | Q1 2026 | May 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 279,919 | 23,392 | 0.39% | 0.31% | 78 | +55,480 | 24.72% | Q1 2026 | May 05, 2026 |
| Fortitude Family Office, LLC | History | Added to | 278,399 | 23,265 | 5.2% | 4.84% | 79 | +26,080 | 10.34% | Q1 2026 | Apr 15, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 277,303 | 23,174 | 8.72% | 8.64% | 80 | +3,707 | 1.35% | Q1 2026 | May 11, 2026 |
| Retirement Management Systems Inc. | History | Added to | 267,895 | 22,388 | 5.4% | 5.15% | 81 | +24,173 | 9.92% | Q1 2026 | Apr 14, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 267,257 | 22,334 | 8.41% | 8.25% | 82 | +8,101 | 3.13% | Q1 2026 | Apr 21, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 247,915 | 22,004 | 6.02% | 5.96% | 83 | +6,739 | 2.79% | Q1 2026 | Apr 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 258,999 | 21,644 | 1.12% | 1.08% | 84 | +14,136 | 5.77% | Q1 2026 | Apr 17, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 246,173 | 20,572 | 2.84% | 2.7% | 85 | +7,371 | 3.09% | Q1 2026 | May 14, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 244,628 | 20,438 | 4.07% | 4.0% | 86 | +13,895 | 6.02% | Q1 2026 | May 08, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 244,510 | 20,433 | 3.07% | 3.0% | 87 | +13,613 | 5.9% | Q1 2026 | Apr 14, 2026 |
| Mueller Wealth, LLC | History | Added to | 242,742 | 20,285 | 16.18% | 3.36% | 88 | +193,566 | 393.62% | Q1 2026 | May 01, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 241,135 | 20,151 | 2.54% | 2.42% | 89 | -1,898 | -0.78% | Q1 2026 | Apr 24, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | New | 240,714 | 20,116 | 0.32% | — | 90 | +240,714 | New | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 236,624 | 20,072 | 0.34% | 0.37% | 91 | -6,561 | -2.7% | Q1 2026 | May 14, 2026 |
| Columbus Macro, LLC | History | Reduced | 239,233 | 19,992 | 2.14% | 2.16% | 92 | -348 | -0.15% | Q1 2026 | Apr 21, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 236,229 | 19,741 | 0.78% | 0.74% | 93 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ABLE Financial Group, LLC | History | Added to | 225,035 | 18,806 | 3.68% | 3.44% | 94 | +19,537 | 9.51% | Q1 2026 | Apr 20, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 224,645 | 18,773 | 1.83% | 1.91% | 95 | -12,521 | -5.28% | Q1 2026 | Apr 29, 2026 |
| Oak Root LLC | History | Added to | 221,516 | 18,512 | 2.26% | 1.77% | 96 | +44,328 | 25.02% | Q1 2026 | Apr 10, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 221,475 | 18,508 | 0.82% | — | 97 | +221,475 | New | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 217,934 | 18,212 | 0.15% | 0.06% | 98 | +159,471 | 272.77% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 217,366 | 18,165 | 0.02% | 0.02% | 99 | +16,140 | 8.02% | Q1 2026 | Apr 27, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 213,030 | 17,802 | 1.79% | 1.73% | 100 | +5,624 | 2.71% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 210,267 | 17,571 | 0.07% | 0.05% | 101 | +57,510 | 37.65% | Q1 2026 | Apr 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 206,710 | 17,274 | 0.19% | 0.12% | 102 | +96,328 | 87.27% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 192,740 | 16,107 | 0.08% | 0.08% | 103 | +5,067 | 2.7% | Q1 2026 | May 15, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 191,163 | 15,975 | 4.44% | 4.32% | 104 | +17,991 | 10.39% | Q1 2026 | Apr 24, 2026 |
| Crane Advisory, LLC | History | Added to | 178,638 | 15,855 | 2.37% | 2.02% | 105 | +22,466 | 14.39% | Q1 2026 | Apr 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 187,376 | 15,658 | 0.13% | 0.19% | 106 | -121,603 | -39.36% | Q1 2026 | May 13, 2026 |
| Missouri Trust & Investment Co | History | Added to | 187,032 | 15,630 | 4.59% | 4.13% | 107 | +16,568 | 9.72% | Q1 2026 | May 14, 2026 |
| Aspirean Wealth, LLC | History | Reduced | 185,524 | 15,504 | 16.84% | 16.85% | 108 | -1,499 | -0.8% | Q1 2026 | May 13, 2026 |
| Cerity Partners OCIO LLC | History | New | 182,623 | 15,261 | 0.92% | — | 109 | +182,623 | New | Q1 2026 | May 15, 2026 |
| FDx Advisors, Inc. | History | New | 178,535 | 14,920 | 4.76% | — | 110 | +178,535 | New | Q1 2026 | May 01, 2026 |
| Peirce Capital Management, LLC | History | Added to | 178,493 | 14,916 | 5.83% | 5.82% | 111 | +1,174 | 0.66% | Q1 2026 | Apr 20, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 175,248 | 14,645 | 9.78% | 9.89% | 112 | -2,653 | -1.49% | Q1 2026 | Apr 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 175,025 | 14,626 | 0.2% | 0.18% | 113 | +10,719 | 6.52% | Q1 2026 | May 01, 2026 |
| Equitable Holdings, Inc. | History | Added to | 167,203 | 13,791 | 0.09% | 0.03% | 114 | +106,176 | 173.98% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 164,761 | 13,769 | 0.07% | 0.03% | 115 | +99,201 | 151.31% | Q1 2026 | May 05, 2026 |
| COURIER CAPITAL LLC | History | Added to | 163,466 | 13,660 | 0.76% | 0.62% | 116 | +28,527 | 21.14% | Q1 2026 | Apr 23, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 159,555 | 13,334 | 2.82% | 1.19% | 117 | +101,628 | 175.44% | Q1 2026 | May 12, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 158,079 | 13,210 | 6.53% | 6.34% | 118 | +3,209 | 2.07% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 160,127 | 13,207 | 0.45% | 0.45% | 119 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 157,979 | 13,202 | 2.0% | 1.93% | 120 | +4,008 | 2.6% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 157,141 | 13,132 | 0.07% | 0.07% | 121 | +6,154 | 4.08% | Q1 2026 | May 08, 2026 |
| GW&K Investment Management, LLC | History | Added to | 154,501 | 12,912 | 0.11% | 0.07% | 122 | +54,288 | 54.17% | Q1 2026 | May 13, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 153,687 | 12,843 | 4.61% | 4.57% | 123 | +2,677 | 1.77% | Q1 2026 | May 13, 2026 |
| True North Advisors, LLC | History | Reduced | 147,898 | 12,359 | 1.41% | 2.08% | 124 | -47,519 | -24.32% | Q1 2026 | May 07, 2026 |
| Tenzing Financial LLC | History | Added to | 139,557 | 12,336 | 9.26% | 8.75% | 125 | +8,845 | 6.77% | Q1 2026 | Apr 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 147,235 | 12,304 | 0.53% | 0.48% | 126 | +8,350 | 6.01% | Q1 2026 | May 14, 2026 |
| Friday Financial | History | Added to | 146,666 | 12,256 | 4.22% | 4.22% | 127 | +1,462 | 1.01% | Q1 2026 | Apr 16, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 139,473 | 11,655 | 1.61% | 8.52% | 128 | -572,484 | -80.41% | Q1 2026 | Apr 16, 2026 |
| Allworth Financial LP | History | Reduced | 138,005 | 11,533 | 0.05% | 0.05% | 129 | -880 | -0.63% | Q1 2026 | May 14, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 162,382 | 11,501 | 1.05% | 1.05% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 137,539 | 11,490 | 3.92% | 3.58% | 131 | +16,952 | 14.06% | Q1 2026 | Apr 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 135,942 | 11,360 | 0.0% | 0.0% | 132 | +96,583 | 245.39% | Q1 2026 | May 13, 2026 |
| Wealthquest Corp | History | No change | 134,840 | 11,121 | 0.84% | 0.84% | 133 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 132,338 | 11,059 | 0.2% | 0.21% | 134 | -4,705 | -3.43% | Q1 2026 | May 07, 2026 |
| Sterling Manor Financial, LLC | History | Reduced | 132,269 | 11,053 | 6.91% | 7.64% | 135 | -16,127 | -10.87% | Q1 2026 | Apr 10, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 133,934 | 11,046 | 3.01% | 3.01% | 136 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 129,669 | 10,836 | 0.08% | 0.09% | 137 | -1,210 | -0.92% | Q1 2026 | Apr 15, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 129,193 | 10,796 | 1.44% | 1.49% | 138 | -6,651 | -4.9% | Q1 2026 | Apr 09, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 128,377 | 10,728 | 1.83% | 1.72% | 139 | +10,247 | 8.67% | Q1 2026 | Apr 15, 2026 |
| Convergence Financial, LLC | History | Added to | 127,711 | 10,709 | 1.14% | 1.44% | 140 | +8,354 | 7.0% | Q1 2026 | May 11, 2026 |
| Prism Planning Partners LLC | History | Added to | 123,615 | 10,330 | 12.22% | 11.26% | 141 | +1,913 | 1.57% | Q1 2026 | May 12, 2026 |
| Green Ridge Wealth Planning LLC | History | Added to | 122,277 | 10,218 | 5.38% | 4.95% | 142 | +4,876 | 4.15% | Q1 2026 | Apr 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 121,474 | 10,151 | 0.01% | 0.0% | 143 | +83,341 | 218.55% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 119,419 | 9,979 | 0.38% | 0.35% | 144 | +4,083 | 3.54% | Q1 2026 | May 11, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Added to | 119,062 | 9,950 | 0.67% | 0.62% | 145 | +5,209 | 4.58% | Q1 2026 | Apr 22, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 116,384 | 9,726 | 2.5% | 2.2% | 146 | +15,002 | 14.8% | Q1 2026 | Apr 09, 2026 |
| JGP Wealth Management, LLC | History | Added to | 115,313 | 9,636 | 1.0% | 0.34% | 147 | +76,189 | 194.74% | Q1 2026 | Apr 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 112,814 | 9,517 | 0.02% | 0.02% | 148 | -66,207 | -36.98% | Q1 2026 | Apr 08, 2026 |
| Nova R Wealth, Inc. | History | Added to | 113,746 | 9,505 | 3.03% | 0.18% | 149 | +107,815 | 1817.82% | Q1 2026 | Apr 17, 2026 |
| Legacy Private Trust Co. | History | Reduced | 112,561 | 9,406 | 0.58% | 0.57% | 150 | -5,140 | -4.37% | Q1 2026 | Apr 07, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 111,400 | 9,309 | 0.39% | 0.4% | 151 | -1,548 | -1.37% | Q1 2026 | Apr 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 110,966 | 9,273 | 0.38% | 0.34% | 152 | +10,674 | 10.64% | Q1 2026 | May 12, 2026 |
| ASPIRIANT, LLC | History | Added to | 110,712 | 9,252 | 0.26% | 0.24% | 153 | +7,986 | 7.77% | Q1 2026 | May 12, 2026 |
| Causey Wealth LLC | History | Reduced | 109,107 | 9,118 | 3.87% | 4.43% | 154 | -823 | -0.75% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 107,759 | 9,005 | 0.35% | 0.34% | 155 | -2,594 | -2.35% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 103,493 | 8,648 | 0.16% | 0.14% | 156 | +13,917 | 15.54% | Q1 2026 | May 11, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 102,547 | 8,569 | 0.49% | 0.51% | 157 | -1,432 | -1.38% | Q1 2026 | Apr 30, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 101,566 | 8,487 | 0.2% | — | 158 | +101,566 | New | Q1 2026 | Apr 27, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 99,681 | 8,330 | 4.3% | 4.17% | 159 | +4,206 | 4.41% | Q1 2026 | Apr 10, 2026 |
| rebel Financial LLC | History | Reduced | 98,737 | 8,251 | 3.58% | 3.52% | 160 | -1,055 | -1.06% | Q1 2026 | Apr 24, 2026 |
| Wedmont Private Capital | History | No change | 93,710 | 8,235 | 0.27% | 0.27% | 161 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 98,250 | 8,210 | 1.07% | 1.23% | 162 | -16,798 | -14.6% | Q1 2026 | Apr 23, 2026 |
| MBA Advisors LLC | History | Added to | 95,511 | 7,981 | 3.07% | 3.02% | 163 | +4,521 | 4.97% | Q1 2026 | Apr 20, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 92,806 | 7,755 | 0.41% | 0.46% | 164 | -8,265 | -8.18% | Q1 2026 | Apr 29, 2026 |
| Beckerman Institutional, LLC | History | Added to | 91,986 | 7,687 | 4.08% | 4.25% | 165 | +128 | 0.14% | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 90,558 | 7,567 | 0.14% | 0.14% | 166 | -6,464 | -6.66% | Q1 2026 | Apr 10, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 90,359 | 7,551 | 4.33% | 3.7% | 167 | +4,086 | 4.74% | Q1 2026 | Apr 17, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 88,353 | 7,383 | 0.29% | 0.17% | 168 | +70,216 | 387.14% | Q1 2026 | May 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 88,315 | 7,380 | 0.47% | 0.48% | 169 | -2,929 | -3.21% | Q1 2026 | Apr 14, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 86,315 | 7,213 | 3.29% | 3.41% | 170 | -958 | -1.1% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 86,123 | 7,197 | 0.0% | 0.0% | 171 | +23,179 | 36.82% | Q1 2026 | May 15, 2026 |
| PW ADVISORS, LLC \ FL | History | Added to | 86,068 | 7,192 | 5.39% | 4.77% | 172 | +14,017 | 19.45% | Q1 2026 | Apr 24, 2026 |
| Solstein Capital, LLC | History | No change | 85,745 | 7,165 | 2.94% | 2.84% | 173 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| David J Yvars Group | History | Reduced | 85,465 | 7,142 | 3.99% | 3.8% | 174 | -1,131 | -1.31% | Q1 2026 | Apr 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 85,029 | 7,105 | 0.0% | 0.0% | 175 | -20,656 | -19.54% | Q1 2026 | May 04, 2026 |
| ALPS ADVISORS INC | History | Reduced | 84,580 | 7,068 | 0.03% | 0.04% | 176 | -8,920 | -9.54% | Q1 2026 | May 08, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 83,039 | 6,939 | 4.66% | 4.62% | 177 | +873 | 1.06% | Q1 2026 | Apr 16, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 82,119 | 6,862 | 0.11% | 0.13% | 178 | -9,632 | -10.5% | Q1 2026 | Apr 21, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 81,373 | 6,800 | 1.08% | 1.13% | 179 | +7,168 | 9.66% | Q1 2026 | Apr 17, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 81,044 | 6,772 | 1.43% | 1.41% | 180 | -151 | -0.19% | Q1 2026 | May 05, 2026 |
| Vertex Planning Partners, LLC | History | New | 80,895 | 6,760 | 1.31% | — | 182 | +80,895 | New | Q1 2026 | May 15, 2026 |
| DRAVO BAY LLC | History | Added to | 80,891 | 6,760 | 2.75% | 2.7% | 181 | +2,188 | 2.78% | Q1 2026 | May 07, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 80,592 | 6,735 | 0.21% | 0.21% | 183 | -706 | -0.87% | Q1 2026 | Apr 27, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 80,104 | 6,694 | 0.49% | 0.52% | 184 | -5,073 | -5.96% | Q1 2026 | Apr 22, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 80,110 | 6,694 | 4.04% | 3.57% | 185 | +1,252 | 1.59% | Q1 2026 | May 15, 2026 |
| National Wealth Management Group, LLC | History | Added to | 79,723 | 6,662 | 2.48% | 1.4% | 186 | +30,630 | 62.39% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 78,900 | 6,593 | 0.04% | 0.11% | 187 | -314,349 | -79.94% | Q1 2026 | Apr 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 78,837 | 6,588 | 0.0% | 0.0% | 188 | +70,690 | 867.68% | Q1 2026 | May 05, 2026 |
| LTS Liquid Investments LLC | History | Added to | 77,767 | 6,498 | 6.08% | 6.02% | 189 | +1,000 | 1.3% | Q1 2026 | Apr 29, 2026 |
| Red Wave Investments LLC | History | Reduced | 76,404 | 6,385 | 1.91% | 1.88% | 190 | -323 | -0.42% | Q1 2026 | May 08, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 75,228 | 6,286 | 2.69% | 2.5% | 191 | +1,490 | 2.02% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 74,339 | 6,212 | 0.14% | 0.04% | 192 | +54,747 | 279.44% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | Added to | 73,271 | 6,123 | 0.08% | 0.08% | 193 | +40 | 0.05% | Q1 2026 | May 01, 2026 |
| Spire Wealth Management | History | Added to | 71,061 | 5,938 | 0.2% | 0.2% | 194 | +30 | 0.04% | Q1 2026 | Apr 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 70,500 | 5,891 | 0.07% | 0.07% | 195 | +6,298 | 9.81% | Q1 2026 | Apr 20, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 68,668 | 5,738 | 3.35% | 3.55% | 196 | -5,462 | -7.37% | Q1 2026 | May 11, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 67,812 | 5,667 | 0.55% | 0.58% | 197 | -2,125 | -3.04% | Q1 2026 | Apr 20, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 67,590 | 5,648 | 2.65% | 2.57% | 198 | +5,395 | 8.67% | Q1 2026 | Apr 14, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 66,063 | 5,520 | 3.48% | 3.61% | 199 | +2,034 | 3.18% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | New | 64,678 | 5,405 | 0.06% | — | 200 | +64,678 | New | Q1 2026 | May 05, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 64,385 | 5,380 | 2.56% | 2.63% | 201 | -122 | -0.19% | Q1 2026 | May 01, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 62,977 | 5,262 | 3.86% | 3.1% | 202 | +12,658 | 25.16% | Q1 2026 | Apr 02, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 61,719 | 5,157 | 0.12% | 0.13% | 203 | -2,977 | -4.6% | Q1 2026 | May 15, 2026 |
| Cosner Financial Group, LLC | History | Reduced | 61,138 | 5,109 | 2.81% | 2.65% | 204 | -1,783 | -2.83% | Q1 2026 | May 01, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 59,428 | 4,966 | 0.18% | 0.19% | 205 | -2,427 | -3.92% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 55,962 | 4,676 | 0.01% | 0.01% | 206 | +985 | 1.79% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 55,478 | 4,636 | 0.01% | 0.01% | 207 | +4,336 | 8.48% | Q1 2026 | May 14, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 55,425 | 4,631 | 0.6% | 0.61% | 208 | -970 | -1.72% | Q1 2026 | Apr 28, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 55,426 | 4,631 | 0.48% | 0.47% | 209 | -686 | -1.22% | Q1 2026 | May 12, 2026 |
| HBE Wealth Management, LLC | History | Reduced | 55,066 | 4,601 | 4.01% | 4.39% | 210 | -1,524 | -2.69% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 54,858 | 4,584 | 0.02% | 0.02% | 211 | +171 | 0.31% | Q1 2026 | Apr 24, 2026 |
| Cloud Capital Management, LLC | History | Added to | 52,672 | 4,398 | 1.92% | 1.65% | 212 | +10,395 | 24.59% | Q1 2026 | May 12, 2026 |
| FF Advisors,LLC | History | No change | 49,324 | 4,309 | 1.75% | 1.81% | 213 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Asset Dedication, LLC | History | No change | 52,180 | 4,303 | 0.28% | 0.28% | 214 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 49,765 | 4,158 | 2.43% | 2.01% | 215 | +9,898 | 24.83% | Q1 2026 | Apr 23, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 49,207 | 4,112 | 0.06% | 0.07% | 216 | -3,944 | -7.42% | Q1 2026 | May 11, 2026 |
| Probity Advisors, Inc. | History | Reduced | 48,819 | 4,079 | 0.65% | 0.65% | 217 | -596 | -1.21% | Q1 2026 | Apr 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 46,671 | 4,024 | 0.07% | 0.02% | 218 | +42,092 | 919.24% | Q1 2026 | May 01, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 47,673 | 3,984 | 0.85% | 0.91% | 219 | +1,601 | 3.47% | Q1 2026 | May 01, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 46,907 | 3,920 | 2.85% | 2.42% | 220 | +5,408 | 13.03% | Q1 2026 | May 07, 2026 |
| BROWN ADVISORY INC | History | New | 44,270 | 3,699 | 0.01% | — | 221 | +44,270 | New | Q1 2026 | May 15, 2026 |
| Strid Group, LLC | History | Reduced | 43,812 | 3,661 | 0.45% | 0.49% | 222 | -3,848 | -8.07% | Q1 2026 | Apr 29, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 43,711 | 3,652 | 0.16% | 0.15% | 223 | +3,347 | 8.29% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Added to | 43,629 | 3,646 | 0.1% | 0.06% | 224 | +17,001 | 63.85% | Q1 2026 | May 04, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 43,153 | 3,606 | 0.07% | 0.07% | 225 | -970 | -2.2% | Q1 2026 | May 14, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 41,915 | 3,502 | 1.05% | 1.03% | 226 | +830 | 2.02% | Q1 2026 | Apr 10, 2026 |
| CWM, LLC | History | Added to | 41,251 | 3,447 | 0.01% | 0.01% | 227 | +2,697 | 7.0% | Q1 2026 | May 14, 2026 |
| Cordant, Inc. | History | Reduced | 41,242 | 3,446 | 1.4% | 1.43% | 228 | -122 | -0.29% | Q1 2026 | Apr 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 41,205 | 3,444 | 0.11% | — | 229 | +41,205 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 40,947 | 3,421 | 0.01% | 0.0% | 230 | +37,213 | 996.6% | Q1 2026 | May 01, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 40,941 | 3,421 | 0.21% | 0.21% | 231 | -577 | -1.39% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 40,039 | 3,346 | 0.01% | 0.01% | 232 | +1,505 | 3.91% | Q1 2026 | May 15, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 39,324 | 3,286 | 1.92% | 1.89% | 233 | -495 | -1.24% | Q1 2026 | Apr 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 39,041 | 3,262 | 0.02% | 0.01% | 234 | +8,641 | 28.42% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 39,039 | 3,253 | 0.02% | 0.02% | 235 | -768 | -1.93% | Q1 2026 | May 15, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 36,317 | 3,190 | 0.29% | 0.13% | 236 | +19,778 | 119.58% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Added to | 38,181 | 3,161 | 0.0% | 0.0% | 237 | +24,836 | 186.11% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 37,819 | 3,160 | 0.04% | 0.05% | 238 | -403 | -1.05% | Q1 2026 | May 15, 2026 |
| Nolet Wealth Management, LLC | History | Reduced | 37,417 | 3,126 | 1.78% | 2.36% | 239 | -14,005 | -27.24% | Q1 2026 | May 05, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 37,370 | 3,122 | 1.34% | 1.25% | 240 | +3,937 | 11.78% | Q1 2026 | Apr 08, 2026 |
| Unconventional Investor, LLC | History | No change | 36,834 | 3,078 | 1.46% | 1.44% | 241 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Global Retirement Partners, LLC | History | No change | 37,136 | 3,062 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 36,574 | 3,056 | 0.16% | — | 243 | +36,574 | New | Q1 2026 | Apr 16, 2026 |
| OneAscent Financial Services LLC | History | Added to | 36,339 | 3,036 | 0.16% | 0.25% | 244 | +3,391 | 10.29% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 36,166 | 3,017 | 0.05% | 0.03% | 245 | +18,598 | 105.86% | Q1 2026 | May 15, 2026 |
| Resolute Advisors LLC | History | No change | 36,062 | 3,013 | 1.25% | 0.97% | 246 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WealthShield Partners, LLC | History | Reduced | 35,984 | 3,007 | 0.33% | 0.33% | 247 | -179 | -0.49% | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | New | 35,276 | 2,948 | 0.01% | — | 248 | +35,276 | New | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 35,199 | 2,941 | 0.06% | 0.07% | 249 | -3,302 | -8.58% | Q1 2026 | Apr 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 35,136 | 2,936 | 0.02% | 0.02% | 250 | -261 | -0.74% | Q1 2026 | May 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 34,614 | 2,892 | 0.03% | 0.02% | 251 | +10,987 | 46.5% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 34,412 | 2,875 | 0.1% | 0.07% | 252 | +545 | 1.61% | Q1 2026 | Apr 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 34,279 | 2,864 | 0.01% | 0.0% | 253 | +16,013 | 87.67% | Q1 2026 | May 04, 2026 |
| Belleair Asset Management, LLC | History | Added to | 34,228 | 2,860 | 2.61% | 2.49% | 254 | +2,453 | 7.72% | Q1 2026 | Apr 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 34,381 | 2,835 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 32,958 | 2,754 | 0.07% | 0.07% | 256 | +1,008 | 3.15% | Q1 2026 | May 14, 2026 |
| Vivaldi Capital Management LP | History | No change | 32,506 | 2,716 | 0.38% | 0.36% | 257 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 32,319 | 2,700 | 1.62% | 1.38% | 258 | -1,060 | -3.18% | Q1 2026 | Apr 15, 2026 |
| Rossby Financial, LCC | History | Added to | 31,594 | 2,680 | 0.55% | 0.13% | 259 | +26,591 | 531.5% | Q1 2026 | May 11, 2026 |
| Csenge Advisory Group | History | Added to | 32,034 | 2,677 | 0.12% | 0.12% | 260 | +513 | 1.63% | Q1 2026 | Apr 30, 2026 |
| Lido Advisors, LLC | History | Added to | 31,932 | 2,668 | 0.01% | 0.01% | 261 | +10,633 | 49.92% | Q1 2026 | May 13, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 31,214 | 2,608 | 1.27% | 1.27% | 262 | -261 | -0.83% | Q1 2026 | May 14, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 31,107 | 2,599 | 1.95% | 1.44% | 263 | +28 | 0.09% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 31,487 | 2,597 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 31,056 | 2,595 | 0.65% | 0.73% | 265 | -1,147 | -3.56% | Q1 2026 | Apr 29, 2026 |
| B&D White Capital Company, LLC | History | No change | 30,765 | 2,571 | 0.32% | 0.29% | 266 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | New | 30,389 | 2,539 | 0.0% | — | 267 | +30,389 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 30,199 | 2,523 | 0.03% | 0.03% | 268 | +4,105 | 15.73% | Q1 2026 | May 15, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Reduced | 30,111 | 2,516 | 1.35% | 1.37% | 269 | -801 | -2.59% | Q1 2026 | Apr 20, 2026 |
| Purkiss Capital Advisors LLC | History | New | 30,058 | 2,511 | 1.1% | — | 270 | +30,058 | New | Q1 2026 | May 04, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 28,287 | 2,498 | 1.29% | 1.71% | 271 | -3,456 | -10.89% | Q1 2026 | May 18, 2026 |
| STEPHENS INC /AR/ | History | Added to | 29,795 | 2,489 | 0.03% | 0.02% | 272 | +7,870 | 35.9% | Q1 2026 | Apr 28, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 29,378 | 2,455 | 0.14% | 0.12% | 273 | +1,048 | 3.7% | Q1 2026 | May 14, 2026 |
| Towne Trust Company, N.A | History | Added to | 29,120 | 2,433 | 0.78% | 0.51% | 274 | +9,269 | 46.69% | Q1 2026 | Apr 22, 2026 |
| Savvy Advisors, Inc. | History | Added to | 28,342 | 2,368 | 0.06% | 0.06% | 275 | +5,962 | 26.64% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 28,149 | 2,352 | 0.0% | 0.0% | 276 | +26,730 | 1883.72% | Q1 2026 | May 13, 2026 |
| FWG Investments, LLC. | History | Reduced | 28,071 | 2,345 | 1.49% | 1.65% | 278 | -3,360 | -10.69% | Q1 2026 | Apr 21, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 28,072 | 2,345 | 0.94% | 0.86% | 277 | +2,628 | 10.33% | Q1 2026 | Apr 20, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 28,012 | 2,340 | 0.13% | 0.14% | 279 | -475 | -1.67% | Q1 2026 | May 14, 2026 |
| VanderPol Investments L.L.C. | History | No change | 28,290 | 2,333 | 4.06% | 4.06% | 280 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Argent Trust Co | History | New | 27,736 | 2,317 | 0.08% | — | 281 | +27,736 | New | Q1 2026 | May 13, 2026 |
| United Advisor Group, LLC | History | Added to | 27,694 | 2,314 | 0.29% | 0.24% | 282 | +4,820 | 21.07% | Q1 2026 | Apr 17, 2026 |
| FC Advisory LLC | History | Reduced | 27,622 | 2,308 | 0.67% | 0.71% | 283 | -2,394 | -7.98% | Q1 2026 | Apr 14, 2026 |
| Karras Company, Inc. | History | Reduced | 26,822 | 2,241 | 2.27% | 2.2% | 284 | -474 | -1.74% | Q1 2026 | Apr 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 26,403 | 2,239 | 0.02% | 0.01% | 285 | +13,934 | 111.75% | Q1 2026 | Apr 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 26,109 | 2,181 | 0.0% | 0.0% | 286 | +2,602 | 11.07% | Q1 2026 | May 15, 2026 |
| EHRLICH FINANCIAL GROUP | History | New | 26,069 | 2,178 | 1.25% | — | 287 | +26,069 | New | Q1 2026 | Apr 08, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 25,675 | 2,145 | 0.07% | 0.07% | 288 | -661 | -2.51% | Q1 2026 | May 04, 2026 |
| RHS Financial, LLC | History | Added to | 25,077 | 2,095 | 0.99% | 0.97% | 289 | +920 | 3.81% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | New | 24,745 | 2,067 | 0.02% | — | 290 | +24,745 | New | Q1 2026 | May 12, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 24,179 | 2,020 | 0.15% | 0.15% | 291 | -262 | -1.07% | Q1 2026 | May 05, 2026 |
| Capital Analysts, LLC | History | Added to | 23,536 | 1,966 | 0.05% | 0.05% | 292 | +3,881 | 19.75% | Q1 2026 | May 14, 2026 |
| Chicago Capital, LLC | History | Added to | 23,355 | 1,951 | 0.05% | 0.04% | 293 | +4,131 | 21.49% | Q1 2026 | Apr 23, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 23,318 | 1,948 | 0.24% | 0.24% | 294 | +538 | 2.36% | Q1 2026 | May 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 23,099 | 1,930 | 0.05% | 0.06% | 295 | -5,887 | -20.31% | Q1 2026 | Apr 28, 2026 |
| United Financial Planning Group LLC | History | Reduced | 23,076 | 1,928 | 1.14% | 1.2% | 296 | -829 | -3.47% | Q1 2026 | May 08, 2026 |
| K2 Financial Inc. | History | Added to | 21,722 | 1,912 | 1.39% | 1.39% | 297 | +331 | 1.55% | Q1 2026 | Apr 28, 2026 |
| CGN Advisors LLC | History | Added to | 22,497 | 1,880 | 0.15% | 0.15% | 298 | +90 | 0.4% | Q1 2026 | Apr 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 22,129 | 1,849 | 0.19% | 0.21% | 299 | +3,184 | 16.81% | Q1 2026 | Apr 23, 2026 |
| Compound Planning, Inc. | History | Added to | 21,646 | 1,808 | 0.06% | 0.03% | 300 | +10,531 | 94.75% | Q1 2026 | May 14, 2026 |