iSHARES TRUST - IDV
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 | 14,296,585 | 608,462 | 0.04% | 0.04% | 1 | +1,003,299 | 7.55% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 8,965,737 | 381,581 | 0.02% | 0.02% | 2 | +1,481,982 | 19.8% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,322,262 | 226,515 | 0.04% | 0.03% | 3 | +850,770 | 19.03% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,441,383 | 189,025 | 0.05% | 0.05% | 4 | +453,461 | 11.37% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,062,351 | 173,160 | 0.04% | 0.04% | 5 | +28,683 | 0.71% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,874,687 | 164,906 | 0.24% | 0.23% | 6 | +81,106 | 2.14% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 3,725,095 | 158,540 | 0.02% | 0.02% | 7 | +803,169 | 27.49% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 3,333,956 | 141,893 | 0.04% | 0.03% | 8 | +532,293 | 19.0% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,872,140 | 122,238 | 0.02% | 0.02% | 9 | +218,259 | 8.22% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,452,353 | 104,370 | 0.02% | 0.01% | 10 | +288,634 | 13.34% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 2,124,330 | 90,411 | 0.11% | 0.09% | 11 | +76,070 | 3.71% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,744,536 | 74,247 | 0.02% | 0.02% | 12 | +121,045 | 7.46% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,453,433 | 61,858 | 0.07% | 0.06% | 13 | +123,860 | 9.32% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,390,066 | 59,161 | 0.06% | 0.06% | 14 | +11,123 | 0.81% | Q1 2026 | May 05, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 1,232,000 | 52,433 | 3.43% | 3.19% | 15 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,198,290 | 50,999 | 0.03% | 0.03% | 16 | +73,002 | 6.49% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,140,010 | 48,518 | 0.07% | 0.05% | 17 | +125,971 | 12.42% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,112,135 | 46,075 | 0.0% | 0.0% | 18 | +53,264 | 5.03% | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 1,050,209 | 44,696 | 0.18% | 0.17% | 19 | +2,991 | 0.29% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,114,057 | 43,949 | 0.01% | 0.01% | 20 | +55,501 | 5.24% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 989,552 | 42,115 | 0.04% | 0.03% | 21 | +54,865 | 5.87% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 933,721 | 39,739 | 0.04% | 0.04% | 22 | +96,377 | 11.51% | Q1 2026 | May 14, 2026 |
| GDS Wealth Management | History | Added to | 932,530 | 39,688 | 2.38% | 2.2% | 23 | +40,487 | 4.54% | Q1 2026 | Apr 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 841,341 | 35,807 | 0.31% | 0.26% | 24 | -47,581 | -5.35% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Added to | 828,851 | 35,275 | 0.97% | 0.36% | 25 | +529,220 | 176.62% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 809,298 | 34,443 | 0.04% | 0.03% | 26 | +64,488 | 8.66% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 807,215 | 34,355 | 0.56% | 0.58% | 27 | +49,561 | 6.54% | Q1 2026 | May 18, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 759,919 | 32,342 | 1.33% | 1.23% | 28 | +4,307 | 0.57% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 739,375 | 31,467 | 0.0% | 0.0% | 29 | +701,785 | 1866.95% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 685,873 | 29,190 | 0.02% | 0.01% | 30 | +67,355 | 10.89% | Q1 2026 | May 08, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 630,964 | 26,853 | 0.17% | 0.17% | 31 | -48,388 | -7.12% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 625,820 | 26,638 | 0.04% | 0.03% | 32 | +49,296 | 8.55% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 612,261 | 26,057 | 0.05% | 0.05% | 33 | -15,656 | -2.49% | Q1 2026 | May 06, 2026 |
| Berkshire Money Management, Inc. | History | New | 527,447 | 22,448 | 2.3% | — | 34 | +527,447 | New | Q1 2026 | Apr 21, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 500,000 | 21,280 | 0.84% | 0.75% | 35 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 496,986 | 20,452 | 0.01% | 0.01% | 36 | +224,115 | 82.13% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 476,166 | 20,265 | 0.36% | 0.4% | 37 | -73,121 | -13.31% | Q1 2026 | May 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 473,908 | 20,169 | 0.42% | 0.39% | 38 | +13,685 | 2.97% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Added to | 468,480 | 19,975 | 0.1% | 0.05% | 39 | +206,688 | 78.95% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 459,834 | 19,571 | 0.05% | 0.04% | 40 | +7,121 | 1.57% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 419,077 | 17,835 | 0.92% | 0.89% | 41 | -3,746 | -0.89% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Added to | 405,742 | 17,268 | 0.05% | 0.04% | 42 | +74,445 | 22.47% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 391,574 | 16,665 | 0.03% | 0.02% | 43 | +74,910 | 23.66% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 386,264 | 16,439 | 0.01% | 0.01% | 44 | +266,264 | 221.89% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 384,771 | 16,375 | 0.03% | 0.02% | 45 | +10,035 | 2.68% | Q1 2026 | May 14, 2026 |
| Destination Wealth Management | History | Reduced | 374,049 | 15,919 | 0.41% | 0.4% | 46 | -12,741 | -3.29% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 368,855 | 15,698 | 0.09% | 0.09% | 47 | -25,907 | -6.56% | Q1 2026 | May 15, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Added to | 365,531 | 15,556 | 6.06% | 5.59% | 48 | +15,837 | 4.53% | Q1 2026 | Apr 24, 2026 |
| Sigma Planning Corp | History | Reduced | 364,752 | 15,523 | 0.43% | 0.42% | 49 | -22,096 | -5.71% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 357,863 | 15,230 | 0.0% | 0.0% | 50 | +307,704 | 613.46% | Q1 2026 | May 15, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 344,603 | 14,666 | 0.61% | 0.55% | 51 | +22,020 | 6.83% | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 329,089 | 14,006 | 0.01% | 0.01% | 52 | +2,637 | 0.81% | Q1 2026 | May 14, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 325,363 | 13,847 | 5.53% | 4.47% | 53 | +43,316 | 15.36% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 317,837 | 13,527 | 0.05% | 0.06% | 54 | -40,332 | -11.26% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 311,031 | 13,237 | 0.02% | 0.01% | 55 | +77,500 | 33.19% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 310,856 | 13,230 | 0.02% | 0.0% | 56 | +310,423 | 71691.22% | Q1 2026 | May 01, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 303,357 | 12,910 | 7.69% | 6.93% | 57 | +35,697 | 13.34% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 302,044 | 12,879 | 0.12% | 0.04% | 58 | +218,715 | 262.47% | Q1 2026 | Apr 07, 2026 |
| Bangor Savings Bank | History | Reduced | 299,629 | 12,752 | 1.02% | 1.04% | 59 | -26,700 | -8.18% | Q1 2026 | Apr 01, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 299,147 | 12,731 | 0.57% | 0.57% | 60 | -42,857 | -12.53% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 309,600 | 12,377 | 0.08% | 0.06% | 61 | +79,810 | 34.73% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 289,624 | 12,326 | 0.41% | 0.39% | 62 | +4,809 | 1.69% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 287,292 | 12,227 | 0.06% | 0.06% | 63 | +25,587 | 9.78% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Added to | 285,197 | 12,138 | 0.04% | 0.01% | 64 | +211,570 | 287.35% | Q1 2026 | May 13, 2026 |
| COWA, LLC | History | Added to | 277,728 | 11,820 | 3.19% | 3.28% | 65 | +4,090 | 1.49% | Q1 2026 | May 14, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 273,438 | 11,637 | 4.92% | 4.58% | 66 | +6,598 | 2.47% | Q1 2026 | Apr 15, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 267,146 | 11,369 | 0.66% | 0.01% | 67 | +259,966 | 3620.7% | Q1 2026 | Apr 16, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 250,381 | 10,656 | 0.0% | 0.0% | 68 | +58,837 | 30.72% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 263,055 | 10,377 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 243,396 | 10,358 | 1.39% | 1.23% | 70 | +14,337 | 6.26% | Q1 2026 | Apr 08, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 262,187 | 10,343 | 0.67% | 0.67% | 71 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 234,734 | 9,986 | 2.42% | 1.34% | 72 | +84,511 | 56.26% | Q1 2026 | Apr 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 232,620 | 9,900 | 0.0% | 0.0% | 73 | +224,820 | 2882.31% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 224,599 | 9,558 | 0.07% | 0.04% | 74 | +91,583 | 68.85% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 216,170 | 9,200 | 0.0% | 0.0% | 75 | +56,773 | 35.62% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 214,838 | 9,143 | 0.0% | 0.0% | 76 | +169,318 | 371.96% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 211,702 | 9,054 | 0.02% | 0.01% | 77 | +5,239 | 2.54% | Q1 2026 | Apr 08, 2026 |
| URS Advisory LLC | History | Added to | 200,187 | 8,519 | 6.23% | 5.85% | 78 | +21,776 | 12.21% | Q1 2026 | Apr 23, 2026 |
| CX Institutional | History | Reduced | 195,838 | 8,335 | 0.25% | 0.24% | 79 | -7,888 | -3.87% | Q1 2026 | Apr 06, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 193,066 | 8,216 | 3.61% | 3.45% | 80 | +396 | 0.21% | Q1 2026 | Apr 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 191,182 | 8,136 | 0.05% | 0.05% | 81 | +2,686 | 1.42% | Q1 2026 | May 05, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 182,000 | 7,745 | 0.42% | 0.4% | 82 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Enclave Advisors LLC | History | Added to | 176,872 | 7,527 | 1.03% | 0.79% | 83 | +35,487 | 25.1% | Q1 2026 | Apr 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 176,205 | 7,499 | 0.16% | 0.06% | 84 | +106,901 | 154.25% | Q1 2026 | May 01, 2026 |
| Vantage Financial Partners, LLC | History | No change | 185,536 | 7,319 | 1.49% | 1.49% | 85 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 171,901 | 7,316 | 3.39% | — | 86 | +171,901 | New | Q1 2026 | Apr 15, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 171,288 | 7,290 | 1.2% | 0.16% | 87 | +146,733 | 597.57% | Q1 2026 | May 12, 2026 |
| San Luis Wealth Advisors LLC | History | New | 169,989 | 7,234 | 1.2% | — | 88 | +169,989 | New | Q1 2026 | Apr 29, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 168,360 | 7,165 | 0.17% | 0.22% | 89 | -84,736 | -33.48% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 156,776 | 6,672 | 0.0% | 0.0% | 90 | +2,477 | 1.61% | Q1 2026 | May 12, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 147,257 | 6,267 | 2.16% | 2.0% | 91 | +1,312 | 0.9% | Q1 2026 | May 13, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 146,566 | 6,237 | 0.54% | 0.63% | 92 | -27,585 | -15.84% | Q1 2026 | Apr 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 142,914 | 6,082 | 0.02% | 0.01% | 93 | +21,370 | 17.58% | Q1 2026 | Apr 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 139,635 | 5,942 | 0.03% | 0.02% | 94 | +71,021 | 103.51% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 137,841 | 5,866 | 0.02% | 0.01% | 95 | +602 | 0.44% | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 135,082 | 5,749 | 0.14% | 0.13% | 96 | -6,436 | -4.55% | Q1 2026 | Apr 30, 2026 |
| Sterling Wealth Advisors Inc | History | Reduced | 129,126 | 5,712 | 3.26% | 3.24% | 97 | -7,070 | -5.19% | Q1 2026 | Apr 22, 2026 |
| NWF Advisory Services Inc. | History | Added to | 133,016 | 5,661 | 0.64% | 0.55% | 98 | +5,803 | 4.56% | Q1 2026 | May 04, 2026 |
| Prota Financial, LLC | History | Reduced | 131,602 | 5,600 | 4.06% | 3.97% | 99 | -8,059 | -5.77% | Q1 2026 | Apr 09, 2026 |
| CITIGROUP INC | History | New | 128,642 | 5,475 | 0.0% | — | 100 | +128,642 | New | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 124,880 | 5,314 | 0.01% | 0.01% | 101 | +1,319 | 1.07% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 124,171 | 5,279 | 0.01% | 0.01% | 102 | +4,937 | 4.14% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 121,998 | 5,198 | 0.02% | 0.03% | 103 | +1,143 | 0.95% | Q1 2026 | May 12, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 119,916 | 5,103 | 0.7% | 0.51% | 104 | +27,586 | 29.88% | Q1 2026 | Apr 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 119,250 | 5,075 | 1.13% | 1.09% | 105 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Reduced | 111,743 | 4,755 | 0.08% | 0.07% | 106 | -111 | -0.1% | Q1 2026 | Apr 27, 2026 |
| Operose Advisors LLC | History | Reduced | 110,265 | 4,692 | 1.09% | 1.17% | 107 | -17,264 | -13.54% | Q1 2026 | May 12, 2026 |
| Winthrop Partners - WNY, LLC | History | Reduced | 109,013 | 4,639 | 2.47% | 2.33% | 108 | -626 | -0.57% | Q1 2026 | May 07, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 108,088 | 4,600 | 0.12% | 0.1% | 109 | +9,037 | 9.12% | Q1 2026 | May 14, 2026 |
| BFI Infinity Ltd. | History | Added to | 107,374 | 4,569 | 2.56% | 2.44% | 110 | +7,832 | 7.87% | Q1 2026 | Apr 13, 2026 |
| Access Investment Management LLC | History | Added to | 106,890 | 4,549 | 1.21% | 1.04% | 111 | +1,335 | 1.26% | Q1 2026 | May 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 105,329 | 4,482 | 0.0% | 0.0% | 112 | -199,812 | -65.48% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 105,065 | 4,471 | 0.05% | 0.05% | 113 | +10,419 | 11.01% | Q1 2026 | Apr 23, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 100,303 | 4,268 | 0.01% | 0.0% | 114 | -711 | -0.7% | Q1 2026 | May 13, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 98,851 | 4,207 | 0.4% | 0.34% | 115 | +5,737 | 6.16% | Q1 2026 | May 06, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 97,406 | 4,145 | 0.91% | 0.91% | 116 | -6,032 | -5.83% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 96,890 | 4,123 | 0.03% | 0.02% | 117 | +46,367 | 91.77% | Q1 2026 | May 15, 2026 |
| Gallagher Capital Advisors, LLC | History | Added to | 96,263 | 4,096 | 2.76% | 1.47% | 118 | +38,704 | 67.24% | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 95,864 | 4,079 | 0.45% | 0.41% | 119 | -2,136 | -2.18% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 95,463 | 4,059 | 0.01% | 0.0% | 120 | +43,238 | 82.79% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Added to | 94,911 | 4,039 | 0.02% | 0.01% | 121 | +16,067 | 20.38% | Q1 2026 | Apr 24, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 94,804 | 4,034 | 0.05% | 0.04% | 122 | -1,210 | -1.26% | Q1 2026 | May 13, 2026 |
| Argent Advisors, Inc. | History | Added to | 94,507 | 4,022 | 1.1% | 1.0% | 123 | +3,693 | 4.07% | Q1 2026 | Apr 24, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 94,478 | 4,020 | 0.27% | 0.21% | 124 | +15,659 | 19.87% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 92,710 | 3,945 | 0.04% | 0.04% | 125 | +430 | 0.47% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 91,136 | 3,878 | 0.06% | 0.04% | 126 | +36,625 | 67.19% | Q1 2026 | May 15, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 89,414 | 3,805 | 0.65% | 0.62% | 127 | +430 | 0.48% | Q1 2026 | Apr 15, 2026 |
| American Money Management, LLC | History | Reduced | 88,215 | 3,754 | 0.59% | 0.57% | 128 | -4,258 | -4.6% | Q1 2026 | May 11, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 93,347 | 3,684 | 1.72% | 1.72% | 129 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 78,159 | 3,468 | 0.06% | 0.05% | 130 | +10,357 | 15.28% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 81,298 | 3,460 | 0.0% | 0.0% | 131 | +25,148 | 44.79% | Q1 2026 | May 15, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 80,828 | 3,440 | 0.35% | 0.26% | 132 | +16,351 | 25.36% | Q1 2026 | May 12, 2026 |
| COMMERCE BANK | History | Added to | 79,230 | 3,372 | 0.02% | 0.02% | 133 | +1,171 | 1.5% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 78,594 | 3,344 | 0.08% | 0.06% | 134 | +14,209 | 22.07% | Q1 2026 | May 11, 2026 |
| NAN FUNG TRINITY (HK) Ltd | History | Added to | 77,800 | 3,311 | 0.36% | 0.17% | 135 | +24,300 | 45.42% | Q1 2026 | May 04, 2026 |
| BANK OF HAWAII | History | Added to | 77,459 | 3,296 | 0.17% | 0.13% | 136 | +12,923 | 20.02% | Q1 2026 | May 14, 2026 |
| Integras Partners LLC | History | Reduced | 77,424 | 3,295 | 2.16% | 2.69% | 137 | -7,028 | -8.32% | Q1 2026 | May 12, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 75,408 | 3,209 | 0.95% | 0.96% | 138 | -5,408 | -6.69% | Q1 2026 | May 06, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 74,928 | 3,188 | 0.57% | 0.25% | 139 | +39,974 | 114.36% | Q1 2026 | Apr 29, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 73,727 | 3,137 | 0.35% | 0.4% | 140 | -16,757 | -18.52% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 73,487 | 3,127 | 0.04% | 0.03% | 141 | +28,133 | 62.03% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Reduced | 69,510 | 3,085 | 0.24% | 0.27% | 142 | -8,752 | -11.18% | Q1 2026 | May 01, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 72,361 | 3,079 | 1.06% | 1.09% | 143 | -6,167 | -7.85% | Q1 2026 | Apr 29, 2026 |
| Cerity Partners LLC | History | Reduced | 71,361 | 3,037 | 0.0% | 0.0% | 144 | -167 | -0.23% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 68,889 | 2,931 | 0.02% | 0.01% | 145 | +9,426 | 15.85% | Q1 2026 | May 05, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 68,500 | 2,915 | 0.18% | 0.06% | 146 | +43,506 | 174.07% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Reduced | 68,419 | 2,911 | 0.02% | 0.02% | 147 | -708 | -1.02% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 68,150 | 2,900 | 0.16% | 0.14% | 148 | +7,033 | 11.51% | Q1 2026 | Apr 30, 2026 |
| STEPHENS INC /AR/ | History | Added to | 66,719 | 2,839 | 0.04% | 0.03% | 149 | +6,908 | 11.55% | Q1 2026 | Apr 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 66,457 | 2,828 | 0.02% | 0.02% | 150 | -5,817 | -8.05% | Q1 2026 | Apr 07, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 62,947 | 2,679 | 0.6% | 0.59% | 151 | -939 | -1.47% | Q1 2026 | Apr 22, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 62,651 | 2,666 | 0.3% | 0.28% | 152 | +1,175 | 1.91% | Q1 2026 | May 01, 2026 |
| Proficio Capital Partners LLC | History | Added to | 61,775 | 2,629 | 0.14% | 0.1% | 153 | +27,435 | 79.89% | Q1 2026 | May 14, 2026 |
| bLong Financial, LLC | History | Reduced | 61,623 | 2,622 | 1.98% | 1.77% | 154 | -2,713 | -4.22% | Q1 2026 | Apr 21, 2026 |
| Financial Perspectives, Inc | History | Added to | 61,509 | 2,617 | 0.73% | 0.64% | 155 | +987 | 1.63% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 60,673 | 2,582 | 0.04% | 0.04% | 156 | +952 | 1.59% | Q1 2026 | May 04, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 60,314 | 2,567 | 0.07% | 0.07% | 157 | +2,240 | 3.86% | Q1 2026 | Apr 21, 2026 |
| Balentine LLC | History | Added to | 60,085 | 2,557 | 0.1% | 0.09% | 158 | +93 | 0.16% | Q1 2026 | Apr 24, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 59,736 | 2,542 | 0.16% | 0.14% | 159 | +4,296 | 7.75% | Q1 2026 | May 14, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 59,482 | 2,531 | 1.82% | 1.65% | 160 | +2,068 | 3.6% | Q1 2026 | May 07, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 59,040 | 2,512 | 0.03% | 0.03% | 161 | +719 | 1.23% | Q1 2026 | May 12, 2026 |
| Manske Wealth Management | History | Added to | 57,811 | 2,460 | 0.69% | 0.67% | 162 | +88 | 0.15% | Q1 2026 | Apr 30, 2026 |
| Element Wealth, LLC | History | Added to | 56,018 | 2,384 | 0.98% | 0.43% | 163 | +29,320 | 109.82% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 55,967 | 2,381 | 0.01% | 0.01% | 164 | +14,495 | 34.95% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 55,929 | 2,380 | 0.05% | 0.05% | 165 | +4,066 | 7.84% | Q1 2026 | Apr 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 55,805 | 2,375 | 0.41% | 0.41% | 166 | -2,565 | -4.39% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 55,479 | 2,361 | 0.0% | 0.0% | 167 | +20,829 | 60.11% | Q1 2026 | May 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 54,048 | 2,360 | 0.5% | 0.43% | 168 | +11,427 | 26.81% | Q1 2026 | Apr 28, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 55,120 | 2,345 | 0.08% | 0.06% | 169 | +13,339 | 31.93% | Q1 2026 | Apr 17, 2026 |
| Sound Stewardship, LLC | History | Reduced | 54,999 | 2,340 | 1.07% | 1.07% | 170 | -1,827 | -3.22% | Q1 2026 | Apr 10, 2026 |
| Cooper Financial Group | History | New | 54,753 | 2,330 | 0.24% | — | 171 | +54,753 | New | Q1 2026 | Apr 07, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 54,612 | 2,324 | 0.06% | 0.06% | 172 | -801 | -1.45% | Q1 2026 | May 04, 2026 |
| Trajan Wealth LLC | History | Reduced | 54,043 | 2,300 | 0.09% | 0.09% | 173 | -1,719 | -3.08% | Q1 2026 | May 13, 2026 |
| Park Edge Advisors, LLC | History | Added to | 53,935 | 2,295 | 0.53% | 0.43% | 174 | +6,105 | 12.76% | Q1 2026 | Apr 20, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 53,152 | 2,262 | 0.12% | 0.2% | 175 | -691 | -1.28% | Q1 2026 | Apr 21, 2026 |
| Midwest Trust Co | History | Added to | 53,141 | 2,261 | 0.03% | 0.02% | 176 | +2,594 | 5.13% | Q1 2026 | May 01, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 51,842 | 2,206 | 1.43% | 1.4% | 177 | -4,528 | -8.03% | Q1 2026 | Apr 20, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 50,422 | 2,145 | 0.63% | 0.46% | 178 | +10,258 | 25.54% | Q1 2026 | Apr 17, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 50,308 | 2,141 | 1.09% | 0.69% | 179 | +9,090 | 22.05% | Q1 2026 | May 15, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 49,873 | 2,122 | 0.6% | 0.53% | 180 | +1,861 | 3.88% | Q1 2026 | May 01, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 47,465 | 2,072 | 0.13% | 0.06% | 181 | +25,917 | 120.28% | Q1 2026 | Apr 22, 2026 |
| Regal Investment Advisors LLC | History | Added to | 48,531 | 2,065 | 0.12% | 0.07% | 182 | +18,761 | 63.02% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 47,746 | 2,032 | 0.02% | 0.01% | 183 | -1,669 | -3.38% | Q1 2026 | May 12, 2026 |
| Alteri Wealth LLC | History | Added to | 47,630 | 2,027 | 0.66% | 0.55% | 184 | +4,224 | 9.73% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 47,621 | 2,026 | 0.01% | 0.01% | 185 | +2,061 | 4.52% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 47,220 | 2,009 | 0.03% | 0.01% | 186 | +34,742 | 278.43% | Q1 2026 | May 11, 2026 |
| Bluesphere Advisors LLC | History | Added to | 46,960 | 1,998 | 0.71% | 0.51% | 187 | +17,732 | 60.67% | Q1 2026 | Apr 22, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 46,664 | 1,986 | 0.34% | 0.31% | 188 | +1,978 | 4.43% | Q1 2026 | May 12, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 44,828 | 1,907 | 0.38% | 0.39% | 189 | -4,154 | -8.48% | Q1 2026 | May 14, 2026 |
| Petix & Botte Co | History | Added to | 44,587 | 1,897 | 0.42% | 0.4% | 190 | +1 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Prospera Financial Services Inc | History | Added to | 44,216 | 1,881 | 0.03% | 0.02% | 191 | +12,670 | 40.16% | Q1 2026 | Apr 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 44,100 | 1,876 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gerald Baker Financial Group LLC | History | New | 43,883 | 1,867 | 0.59% | — | 193 | +43,883 | New | Q1 2026 | May 06, 2026 |
| Concord Wealth Partners | History | Added to | 43,552 | 1,853 | 0.24% | 0.21% | 194 | +2,046 | 4.93% | Q1 2026 | May 01, 2026 |
| JNBA Financial Advisors | History | Reduced | 42,833 | 1,822 | 0.15% | 0.17% | 195 | -5,970 | -12.23% | Q1 2026 | Apr 22, 2026 |
| NFSG Corp | History | Reduced | 42,669 | 1,815 | 0.3% | 0.28% | 196 | -3,789 | -8.16% | Q1 2026 | May 05, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 42,300 | 1,799 | 0.0% | 0.0% | 197 | +10,530 | 33.14% | Q1 2026 | Apr 30, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 41,963 | 1,785 | 0.2% | 0.12% | 198 | +14,499 | 52.79% | Q1 2026 | May 07, 2026 |
| Quantum Portfolio Management LLC | History | New | 40,387 | 1,718 | 0.75% | — | 199 | +40,387 | New | Q1 2026 | May 01, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 40,334 | 1,716 | 0.27% | 0.26% | 200 | -39 | -0.1% | Q1 2026 | May 14, 2026 |
| Ignite Planners, LLC | History | Added to | 40,312 | 1,715 | 0.26% | 0.24% | 201 | +2,123 | 5.56% | Q1 2026 | Apr 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 40,087 | 1,706 | 0.05% | — | 203 | +40,087 | New | Q1 2026 | May 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 40,097 | 1,706 | 0.03% | 0.03% | 202 | +80 | 0.2% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 37,128 | 1,599 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 37,406 | 1,592 | 0.79% | 0.65% | 205 | +5,380 | 16.8% | Q1 2026 | Apr 16, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 37,244 | 1,585 | 0.4% | 0.38% | 206 | -1,337 | -3.47% | Q1 2026 | Apr 10, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 36,569 | 1,575 | 0.09% | 0.1% | 207 | -4,711 | -11.41% | Q1 2026 | Apr 07, 2026 |
| Rothschild Wealth LLC | History | Added to | 36,182 | 1,539 | 0.14% | 0.13% | 208 | +1,491 | 4.3% | Q1 2026 | May 06, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 36,046 | 1,534 | 0.83% | 0.77% | 209 | +23 | 0.06% | Q1 2026 | May 12, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 36,000 | 1,532 | 0.37% | 0.33% | 210 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 35,850 | 1,525 | 0.02% | 0.02% | 211 | -554 | -1.52% | Q1 2026 | Apr 08, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 35,748 | 1,521 | 0.07% | 0.06% | 212 | +3,174 | 9.74% | Q1 2026 | May 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 35,551 | 1,513 | 0.05% | 0.05% | 213 | -1 | -0.0% | Q1 2026 | May 15, 2026 |
| Investment Research Partners LLC | History | Reduced | 35,490 | 1,510 | 0.61% | 0.6% | 214 | -203 | -0.57% | Q1 2026 | Apr 29, 2026 |
| Elite Financial, Inc. | History | Reduced | 35,195 | 1,497 | 0.67% | 0.65% | 215 | -1,050 | -2.9% | Q1 2026 | May 12, 2026 |
| MOTCO | History | Reduced | 34,797 | 1,480 | 0.14% | 0.15% | 216 | -6,596 | -15.94% | Q1 2026 | Apr 22, 2026 |
| INVESTED ADVISORS | History | Reduced | 34,648 | 1,474 | 1.49% | 1.43% | 217 | -291 | -0.83% | Q1 2026 | Apr 29, 2026 |
| Savant Capital, LLC | History | Added to | 34,632 | 1,473 | 0.01% | 0.01% | 218 | +51 | 0.15% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 34,609 | 1,472 | 0.03% | 0.03% | 219 | +490 | 1.44% | Q1 2026 | May 15, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 34,403 | 1,464 | 0.78% | 0.75% | 220 | -113 | -0.33% | Q1 2026 | Apr 24, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Reduced | 33,945 | 1,444 | 0.39% | 0.38% | 221 | -366 | -1.07% | Q1 2026 | May 01, 2026 |
| RFG Advisory, LLC | History | Added to | 33,192 | 1,412 | 0.03% | 0.02% | 222 | +1,292 | 4.05% | Q1 2026 | Apr 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 32,725 | 1,392 | 0.0% | 0.0% | 223 | -7,209 | -18.05% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 31,742 | 1,350 | 0.04% | 0.04% | 224 | +217 | 0.69% | Q1 2026 | May 14, 2026 |
| PKS Advisory Services, LLC | History | Added to | 31,589 | 1,344 | 0.31% | 0.26% | 226 | +2,902 | 10.12% | Q1 2026 | May 13, 2026 |
| VICUS CAPITAL | History | Added to | 31,590 | 1,344 | 0.1% | 0.09% | 225 | +664 | 2.15% | Q1 2026 | Apr 22, 2026 |
| Arkos Global Advisors | History | Added to | 31,529 | 1,342 | 0.17% | 0.15% | 227 | +1,650 | 5.52% | Q1 2026 | May 13, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 31,417 | 1,337 | 0.3% | 0.29% | 228 | -100 | -0.32% | Q1 2026 | Apr 02, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 30,731 | 1,307 | 0.76% | 0.77% | 229 | -1,013 | -3.19% | Q1 2026 | Apr 23, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 30,343 | 1,291 | 0.16% | 0.12% | 230 | +5,607 | 22.67% | Q1 2026 | Apr 27, 2026 |
| Castle Rock Wealth Management, LLC | History | New | 30,160 | 1,289 | 0.28% | — | 231 | +30,160 | New | Q1 2026 | Apr 08, 2026 |
| Sagace Wealth Management LLC | History | New | 30,253 | 1,287 | 0.86% | — | 232 | +30,253 | New | Q1 2026 | Apr 29, 2026 |
| DAVENPORT & Co LLC | History | Added to | 30,238 | 1,286 | 0.01% | 0.01% | 233 | +1,294 | 4.47% | Q1 2026 | Apr 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 29,233 | 1,244 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 28,952 | 1,232 | 0.56% | 0.61% | 235 | -3,921 | -11.93% | Q1 2026 | May 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 28,905 | 1,230 | 0.1% | 0.09% | 236 | +289 | 1.01% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 28,837 | 1,227 | 0.01% | 0.01% | 237 | +4,863 | 20.28% | Q1 2026 | Apr 20, 2026 |
| Corient Private Wealth LLC | History | Reduced | 28,689 | 1,214 | 0.0% | 0.0% | 238 | -4,215 | -12.81% | Q1 2026 | May 15, 2026 |
| KINTRA WEALTH, LLC | History | New | 28,337 | 1,206 | 0.09% | — | 239 | +28,337 | New | Q1 2026 | May 15, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 28,157 | 1,198 | 0.32% | 0.3% | 240 | +949 | 3.49% | Q1 2026 | Apr 24, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 28,143 | 1,197 | 0.66% | 0.76% | 241 | -7,471 | -20.98% | Q1 2026 | Apr 28, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 27,930 | 1,188 | 0.03% | 0.03% | 242 | +600 | 2.2% | Q1 2026 | Apr 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 27,832 | 1,184 | 0.06% | 0.05% | 243 | +2,468 | 9.73% | Q1 2026 | Apr 28, 2026 |
| American Capital Advisory, LLC | History | Reduced | 27,833 | 1,184 | 0.48% | 0.48% | 244 | -139 | -0.5% | Q1 2026 | Apr 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 27,701 | 1,178 | 0.05% | 0.04% | 245 | +3,520 | 14.56% | Q1 2026 | May 12, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 27,561 | 1,172 | 0.7% | 0.63% | 246 | +2,110 | 8.29% | Q1 2026 | Apr 30, 2026 |
| Creekside Partners | History | Added to | 27,217 | 1,158 | 0.48% | 0.37% | 247 | +4,740 | 21.09% | Q1 2026 | Apr 21, 2026 |
| Curbstone Financial Management Corp | History | Added to | 27,010 | 1,149 | 0.22% | 0.17% | 248 | +4,500 | 19.99% | Q1 2026 | Apr 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 26,833 | 1,142 | 0.01% | 0.01% | 249 | +1,275 | 4.99% | Q1 2026 | May 06, 2026 |
| Sowell Financial Services LLC | History | Added to | 26,037 | 1,108 | 0.04% | 0.04% | 250 | +114 | 0.44% | Q1 2026 | Apr 20, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 25,704 | 1,093 | 0.63% | 0.65% | 251 | -1,248 | -4.63% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 27,293 | 1,076 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 25,242 | 1,074 | 0.92% | 0.81% | 253 | +945 | 3.89% | Q1 2026 | May 11, 2026 |
| Oxinas Partners, LLC | History | Added to | 24,795 | 1,055 | 0.48% | 0.46% | 254 | +556 | 2.29% | Q1 2026 | Apr 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 24,743 | 1,053 | 0.01% | 0.01% | 255 | -1,126 | -4.35% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Reduced | 24,488 | 1,042 | 0.01% | 0.01% | 256 | -2,032 | -7.66% | Q1 2026 | May 05, 2026 |
| PSI Advisors, LLC | History | Added to | 24,219 | 1,030 | 0.25% | 0.14% | 257 | +10,481 | 76.29% | Q1 2026 | May 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 24,169 | 1,028 | 0.11% | 0.09% | 258 | +2,602 | 12.06% | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 24,138 | 1,027 | 0.0% | 0.0% | 259 | +11,360 | 88.9% | Q1 2026 | May 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 24,058 | 1,023 | 0.11% | 0.1% | 260 | -225 | -0.93% | Q1 2026 | Apr 28, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 23,924 | 1,018 | 0.01% | 0.01% | 261 | +7,746 | 47.88% | Q1 2026 | May 12, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 23,760 | 1,011 | 0.03% | — | 262 | +23,760 | New | Q1 2026 | Apr 16, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 23,562 | 1,002 | 0.25% | 0.17% | 263 | +7,912 | 50.56% | Q1 2026 | Apr 29, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 23,204 | 987 | 0.24% | 0.24% | 264 | -130 | -0.56% | Q1 2026 | May 11, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 24,990 | 985 | 0.33% | 0.33% | 265 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 23,090 | 982 | 0.11% | 0.1% | 266 | +1,517 | 7.03% | Q1 2026 | May 11, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 22,433 | 954 | 0.04% | 0.04% | 267 | -2,156 | -8.77% | Q1 2026 | Apr 28, 2026 |
| Independent Wealth Network Inc. | History | Added to | 22,408 | 953 | 0.28% | 0.27% | 268 | +300 | 1.36% | Q1 2026 | Apr 20, 2026 |
| Index Technologies Group LLC | History | New | 22,348 | 951 | 1.04% | — | 269 | +22,348 | New | Q1 2026 | Apr 29, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 22,275 | 948 | 0.07% | 0.04% | 270 | +5,765 | 34.92% | Q1 2026 | Apr 20, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 22,091 | 940 | 0.37% | 0.35% | 271 | +37 | 0.17% | Q1 2026 | Apr 29, 2026 |
| Summit Financial, LLC | History | Reduced | 22,019 | 937 | 0.01% | 0.01% | 272 | -2,060 | -8.56% | Q1 2026 | May 15, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 21,904 | 932 | 0.09% | 0.08% | 273 | +44 | 0.2% | Q1 2026 | Apr 30, 2026 |
| Grange Capital, LLC | History | New | 21,398 | 910 | 0.91% | — | 274 | +21,398 | New | Q1 2026 | Apr 28, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 20,986 | 893 | 0.61% | 0.69% | 275 | -3,736 | -15.11% | Q1 2026 | Apr 23, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 20,981 | 892 | 0.19% | 0.14% | 276 | +2,219 | 11.83% | Q1 2026 | Apr 13, 2026 |
| Independent Advisor Alliance | History | New | 20,631 | 878 | 0.01% | — | 277 | +20,631 | New | Q1 2026 | May 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 20,502 | 874 | 0.0% | 0.0% | 278 | +17,000 | 485.44% | Q1 2026 | May 05, 2026 |
| Asempa Wealth Advisors | History | Added to | 20,274 | 864 | 0.75% | 0.66% | 279 | +719 | 3.68% | Q1 2026 | Apr 08, 2026 |
| Pacific Center for Financial Services | History | Reduced | 20,250 | 861 | 0.22% | 0.23% | 280 | -4,639 | -18.64% | Q1 2026 | May 12, 2026 |
| Atwater Malick LLC | History | New | 20,201 | 859 | 0.23% | — | 281 | +20,201 | New | Q1 2026 | Apr 22, 2026 |
| Valmark Advisers, Inc. | History | Added to | 19,933 | 848 | 0.01% | 0.01% | 282 | +5 | 0.03% | Q1 2026 | May 01, 2026 |
| Hyposwiss Advisors SA | History | No change | 19,935 | 848 | 0.84% | 0.77% | 283 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 19,873 | 845 | 0.01% | 0.05% | 284 | -96,611 | -82.94% | Q1 2026 | Apr 28, 2026 |
| Planned Solutions, Inc. | History | Added to | 19,848 | 844 | 0.28% | 0.25% | 285 | +17 | 0.09% | Q1 2026 | Apr 09, 2026 |
| Centennial Bank/AR/ | History | Added to | 19,765 | 841 | 0.3% | 0.08% | 286 | +14,878 | 304.44% | Q1 2026 | May 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 19,717 | 839 | 0.02% | 0.03% | 287 | -7,652 | -27.96% | Q1 2026 | Apr 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 19,716 | 839 | 0.06% | 0.05% | 288 | +352 | 1.82% | Q1 2026 | Apr 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 19,668 | 837 | 0.02% | 0.02% | 289 | -877 | -4.27% | Q1 2026 | Apr 15, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 19,615 | 834 | 0.05% | 0.05% | 290 | -4 | -0.02% | Q1 2026 | May 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 19,305 | 821 | 0.05% | 0.02% | 291 | +11,800 | 157.23% | Q1 2026 | May 11, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 19,282 | 820 | 0.04% | 0.03% | 292 | +2,128 | 12.41% | Q1 2026 | May 12, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 18,938 | 805 | 0.18% | 0.16% | 293 | +821 | 4.53% | Q1 2026 | Apr 30, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 18,832 | 801 | 0.1% | 0.09% | 294 | +1,554 | 8.99% | Q1 2026 | May 06, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 18,815 | 800 | 0.16% | 0.18% | 295 | -3,045 | -13.93% | Q1 2026 | Apr 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 18,359 | 781 | 0.04% | — | 296 | +18,359 | New | Q1 2026 | May 14, 2026 |
| Tactive Advisors, LLC | History | Added to | 17,936 | 763 | 0.22% | 0.2% | 297 | +796 | 4.64% | Q1 2026 | Apr 16, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 17,913 | 762 | 0.05% | 0.05% | 298 | +8 | 0.04% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 17,810 | 757 | 0.0% | — | 299 | +17,810 | New | Q1 2026 | May 12, 2026 |
| First Citizens Financial Corp | History | No change | 17,719 | 754 | 0.36% | 0.35% | 300 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 17,513 | 745 | 0.05% | 0.04% | 301 | +56 | 0.32% | Q1 2026 | Apr 17, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 17,503 | 744 | 0.32% | 0.3% | 303 | -450 | -2.51% | Q1 2026 | May 15, 2026 |
| Fusion Family Wealth, LLC | History | No change | 17,498 | 744 | 0.06% | 0.05% | 302 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | New | 17,390 | 740 | 0.0% | — | 304 | +17,390 | New | Q1 2026 | May 15, 2026 |
| Beacon Bank & Trust | History | Reduced | 17,226 | 733 | 0.15% | 0.14% | 305 | -259 | -1.48% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 16,905 | 719 | 0.04% | 0.02% | 306 | +6,966 | 70.09% | Q1 2026 | Apr 23, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 16,768 | 713 | 0.14% | 0.13% | 307 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 16,553 | 704 | 0.06% | 0.05% | 308 | +1,513 | 10.06% | Q1 2026 | Apr 15, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 16,506 | 702 | 0.3% | 0.22% | 309 | +3,943 | 31.39% | Q1 2026 | Apr 08, 2026 |
| Ironwood Financial, llc | History | Reduced | 16,216 | 690 | 0.12% | 0.11% | 310 | -685 | -4.05% | Q1 2026 | Apr 16, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 16,073 | 684 | 0.64% | — | 312 | +16,073 | New | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | Reduced | 16,078 | 684 | 0.01% | 0.01% | 311 | -855 | -5.05% | Q1 2026 | Apr 16, 2026 |
| Auour Investments LLC | History | Reduced | 16,059 | 683 | 0.21% | 0.2% | 313 | -223 | -1.37% | Q1 2026 | Apr 20, 2026 |
| PCM Encore, LLC | History | Reduced | 16,019 | 681 | 0.14% | 0.14% | 314 | -418 | -2.54% | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | New | 15,985 | 680 | 0.02% | — | 315 | +15,985 | New | Q1 2026 | May 14, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 15,675 | 667 | 0.51% | 0.54% | 316 | -2,558 | -14.03% | Q1 2026 | May 19, 2026 |
| Michels Family Financial, LLC | History | Reduced | 14,536 | 618 | 0.45% | 0.42% | 317 | -35 | -0.24% | Q1 2026 | Apr 24, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 14,510 | 617 | 0.05% | 0.04% | 318 | -332 | -2.24% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 14,419 | 613 | 0.0% | 0.0% | 319 | +792 | 5.81% | Q1 2026 | Apr 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 14,326 | 609 | 0.01% | 0.01% | 320 | +3,095 | 27.56% | Q1 2026 | May 14, 2026 |
| Noble Family Wealth, LLC | History | No change | 14,248 | 606 | 0.13% | 0.12% | 321 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 14,102 | 600 | 0.01% | — | 322 | +14,102 | New | Q1 2026 | Apr 27, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 14,070 | 598 | 0.05% | 0.05% | 323 | +3,485 | 32.92% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Reduced | 13,880 | 590 | 0.03% | 0.03% | 324 | -212 | -1.5% | Q1 2026 | Apr 27, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | New | 13,833 | 588 | 0.17% | — | 326 | +13,833 | New | Q1 2026 | May 14, 2026 |
| ASPIRIANT, LLC | History | Added to | 13,821 | 588 | 0.02% | 0.02% | 325 | +166 | 1.22% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 13,790 | 586 | 0.0% | 0.0% | 327 | +5 | 0.04% | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | New | 13,723 | 584 | 0.05% | — | 329 | +13,723 | New | Q1 2026 | May 07, 2026 |
| Haverford Trust Co | History | No change | 13,740 | 584 | 0.01% | 0.0% | 328 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Eagle Strategies LLC | History | Reduced | 13,695 | 582 | 0.07% | 0.07% | 331 | -961 | -6.56% | Q1 2026 | Apr 20, 2026 |
| Security National Bank | History | No change | 13,697 | 582 | 0.08% | 0.08% | 330 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 13,541 | 576 | 0.13% | 0.14% | 332 | -2,053 | -13.17% | Q1 2026 | Apr 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 13,494 | 574 | 0.14% | 0.13% | 333 | +5 | 0.04% | Q1 2026 | Apr 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 13,402 | 570 | 0.01% | — | 334 | +13,402 | New | Q1 2026 | May 15, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 13,383 | 569 | 0.28% | 0.28% | 335 | +340 | 2.61% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Added to | 13,276 | 565 | 0.0% | 0.0% | 336 | +3,643 | 37.82% | Q1 2026 | May 14, 2026 |
| New Republic Capital, LLC | History | Reduced | 13,258 | 564 | 0.19% | 0.15% | 337 | -716 | -5.12% | Q1 2026 | May 01, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 13,104 | 557 | 0.29% | 0.27% | 338 | +129 | 0.99% | Q1 2026 | May 08, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 12,866 | 547 | 0.03% | 0.03% | 339 | -531 | -3.96% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 12,805 | 544 | 0.0% | 0.0% | 340 | +4,337 | 51.22% | Q1 2026 | May 14, 2026 |
| Mechanics Bank Trust Department | History | No change | 12,600 | 536 | 0.07% | 0.07% | 341 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Western Wealth Management, LLC | History | Added to | 12,525 | 533 | 0.02% | 0.01% | 342 | +4,789 | 61.91% | Q1 2026 | May 19, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 12,466 | 530 | 0.05% | 0.04% | 343 | -3,388 | -21.37% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 12,462 | 530 | 0.01% | 0.0% | 344 | +3,075 | 32.76% | Q1 2026 | May 08, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 11,982 | 529 | 0.16% | 0.15% | 345 | +238 | 2.03% | Q1 2026 | Apr 16, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 12,399 | 527 | 0.02% | 0.02% | 346 | -139 | -1.11% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 12,362 | 526 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 12,234 | 520 | 0.01% | 0.01% | 348 | -2,622 | -17.65% | Q1 2026 | Apr 16, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 12,165 | 517 | 0.02% | 0.02% | 349 | -49 | -0.4% | Q1 2026 | May 11, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 12,113 | 515 | 0.06% | 0.07% | 350 | -1,625 | -11.83% | Q1 2026 | Apr 23, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 12,096 | 514 | 0.03% | 0.03% | 351 | +2,008 | 19.9% | Q1 2026 | Apr 27, 2026 |
| Fiduciary Group, LLC | History | No change | 12,081 | 514 | 0.04% | 0.04% | 352 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 12,027 | 511 | 0.0% | 0.0% | 353 | -4,525 | -27.34% | Q1 2026 | May 13, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 12,923 | 509 | 0.03% | 0.03% | 354 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 11,943 | 508 | 0.0% | — | 355 | +11,943 | New | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 11,875 | 505 | 0.11% | 0.11% | 356 | -784 | -6.19% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 11,575 | 503 | 0.01% | — | 358 | +11,575 | New | Q1 2026 | May 01, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 11,831 | 503 | 0.09% | 0.02% | 357 | +5,701 | 93.0% | Q1 2026 | Apr 21, 2026 |
| Leo Wealth, LLC | History | Added to | 11,750 | 500 | 0.04% | 0.03% | 359 | +88 | 0.75% | Q1 2026 | May 05, 2026 |
| Keystone Financial Group | History | Added to | 11,713 | 498 | 0.03% | 0.03% | 360 | +664 | 6.01% | Q1 2026 | May 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 11,577 | 492 | 0.05% | 0.04% | 361 | +1,897 | 19.6% | Q1 2026 | Apr 15, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 11,521 | 490 | 0.01% | 0.04% | 362 | -18,218 | -61.26% | Q1 2026 | May 05, 2026 |
| First Financial Group Corp | History | New | 11,445 | 487 | 0.4% | — | 363 | +11,445 | New | Q1 2026 | Apr 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 11,420 | 486 | 0.03% | 0.02% | 364 | +1,655 | 16.95% | Q1 2026 | Apr 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 11,385 | 484 | 0.01% | 0.0% | 365 | +2,620 | 29.89% | Q1 2026 | May 05, 2026 |
| Crews Bank & Trust | History | No change | 11,250 | 478 | 0.07% | 0.06% | 366 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 11,153 | 474 | 0.01% | 0.01% | 367 | -1,018 | -8.36% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,767 | 464 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 10,785 | 459 | 0.12% | 0.1% | 369 | +49 | 0.46% | Q1 2026 | Apr 17, 2026 |
| SWS Partners | History | Added to | 10,719 | 456 | 0.11% | 0.1% | 370 | +14 | 0.13% | Q1 2026 | Apr 21, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 10,498 | 446 | 0.02% | 0.02% | 371 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 10,417 | 443 | 0.01% | — | 373 | +10,417 | New | Q1 2026 | May 15, 2026 |
| Oregon Pacific Wealth Management, LLC | History | New | 10,412 | 443 | 0.46% | — | 374 | +10,412 | New | Q1 2026 | Apr 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 10,427 | 443 | 0.01% | 0.01% | 372 | -1,204 | -10.35% | Q1 2026 | May 01, 2026 |
| Sankala Group LLC | History | No change | 10,674 | 442 | 0.36% | 0.38% | 375 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Patten Group, Inc. | History | Added to | 10,317 | 439 | 0.08% | 0.05% | 376 | +3,809 | 58.53% | Q1 2026 | Apr 24, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 10,307 | 438 | 0.3% | 0.37% | 377 | +275 | 2.74% | Q1 2026 | Apr 22, 2026 |
| Avail Investment Partners, LLC | History | New | 10,186 | 434 | 0.46% | — | 378 | +10,186 | New | Q1 2026 | May 13, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 10,172 | 432 | 0.18% | 0.17% | 379 | -262 | -2.51% | Q1 2026 | May 07, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 10,080 | 429 | 0.02% | 0.02% | 380 | -279 | -2.69% | Q1 2026 | Apr 16, 2026 |
| Indivisible Partners | History | Added to | 9,933 | 422 | 0.04% | 0.03% | 381 | +4,002 | 67.48% | Q1 2026 | Apr 30, 2026 |
| Welch Group, LLC | History | No change | 9,906 | 421 | 0.02% | 0.02% | 382 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10,620 | 418 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stolper Co | History | Reduced | 4,580 | 415 | 0.12% | 0.42% | 384 | -31,721 | -87.38% | Q1 2026 | Apr 13, 2026 |
| XY Planning Network, Inc. | History | Added to | 9,747 | 415 | 0.07% | 0.06% | 385 | +925 | 10.49% | Q1 2026 | Apr 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 9,584 | 407 | 0.01% | 0.01% | 386 | +439 | 4.8% | Q1 2026 | Apr 10, 2026 |
| Plan A Wealth LLC | History | Reduced | 9,586 | 407 | 0.19% | 0.19% | 387 | -416 | -4.16% | Q1 2026 | May 15, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 9,578 | 407 | 0.41% | 0.4% | 388 | +103 | 1.09% | Q1 2026 | May 12, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 9,387 | 399 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Community Bank & Trust, Waco, Texas | History | Reduced | 9,356 | 398 | 0.08% | 0.08% | 390 | -341 | -3.52% | Q1 2026 | Apr 17, 2026 |
| Heirloom Wealth Management | History | New | 9,083 | 386 | 0.07% | — | 391 | +9,083 | New | Q1 2026 | Apr 14, 2026 |
| StoneX Group Inc. | History | Reduced | 8,997 | 382 | 0.02% | 0.02% | 392 | -654 | -6.78% | Q1 2026 | May 14, 2026 |
| TMB Capital Partners, LLC | History | Added to | 8,987 | 382 | 0.13% | 0.12% | 393 | +4 | 0.04% | Q1 2026 | May 08, 2026 |
| Summa Corp. | History | Reduced | 8,811 | 374 | 0.15% | 0.26% | 395 | -6,777 | -43.48% | Q1 2026 | Apr 30, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 8,802 | 374 | 0.4% | 0.22% | 394 | -658 | -6.96% | Q1 2026 | Apr 28, 2026 |
| Capital Advantage, Inc. | History | No change | 8,677 | 369 | 0.05% | 0.05% | 396 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| EFG International AG | History | Reduced | 8,655 | 368 | 0.01% | 0.01% | 397 | -4,455 | -33.98% | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Added to | 8,623 | 367 | 0.04% | 0.03% | 398 | +25 | 0.29% | Q1 2026 | Apr 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 8,563 | 364 | 0.0% | 0.0% | 399 | -952 | -10.01% | Q1 2026 | Apr 20, 2026 |
| Spire Wealth Management | History | Added to | 8,525 | 362 | 0.01% | 0.01% | 400 | +8 | 0.09% | Q1 2026 | Apr 22, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 8,345 | 355 | 0.15% | 0.12% | 401 | +1,006 | 13.71% | Q1 2026 | Apr 27, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 7,991 | 349 | 0.01% | 0.01% | 402 | -309 | -3.72% | Q1 2026 | May 04, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 8,153 | 346 | 0.02% | 0.02% | 404 | +2,083 | 34.32% | Q1 2026 | Apr 29, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 8,130 | 346 | 0.31% | 0.45% | 403 | +399 | 5.16% | Q1 2026 | May 11, 2026 |
| Latitude Advisors, LLC | History | Added to | 8,010 | 340 | 0.16% | 0.1% | 406 | +2,167 | 37.09% | Q1 2026 | Apr 27, 2026 |
| Atlas Private Wealth Advisors | History | No change | 8,000 | 340 | 0.08% | 0.07% | 405 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Prepared Retirement Institute LLC | History | No change | 7,932 | 337 | 0.17% | 0.16% | 407 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 7,915 | 336 | 0.12% | 0.1% | 408 | +38 | 0.48% | Q1 2026 | May 04, 2026 |
| AMG National Trust Bank | History | Added to | 7,765 | 330 | 0.01% | 0.0% | 409 | +2,625 | 51.07% | Q1 2026 | May 04, 2026 |
| Inspire Advisors, LLC | History | Added to | 7,669 | 326 | 0.03% | 0.03% | 410 | +322 | 4.38% | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 7,645 | 325 | 0.03% | 0.03% | 411 | -225 | -2.86% | Q1 2026 | Apr 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 7,636 | 324 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 7,612 | 323 | 0.0% | 0.0% | 413 | +100 | 1.33% | Q1 2026 | Apr 21, 2026 |
| MCF Advisors LLC | History | Added to | 7,538 | 320 | 0.01% | 0.01% | 414 | +1,504 | 24.93% | Q1 2026 | May 11, 2026 |
| Belpointe Asset Management LLC | History | Added to | 7,496 | 319 | 0.01% | 0.01% | 415 | +1,759 | 30.66% | Q1 2026 | Apr 28, 2026 |
| WEBSTER BANK, N. A. | History | No change | 7,459 | 317 | 0.03% | 0.03% | 416 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 7,435 | 316 | 0.01% | 0.01% | 417 | -14 | -0.19% | Q1 2026 | Apr 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 7,346 | 313 | 0.04% | 0.03% | 418 | -299 | -3.91% | Q1 2026 | Apr 16, 2026 |
| Magnus Financial Group LLC | History | Added to | 7,343 | 312 | 0.03% | 0.02% | 419 | +1,357 | 22.67% | Q1 2026 | Apr 10, 2026 |
| Elyxium Wealth, LLC | History | No change | 7,200 | 306 | 0.1% | 0.08% | 420 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NorthRock Partners, LLC | History | New | 7,145 | 304 | 0.0% | — | 421 | +7,145 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 7,043 | 299 | 0.03% | 0.02% | 422 | +900 | 14.65% | Q1 2026 | Apr 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 7,045 | 299 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Chemistry Wealth Management LLC | History | No change | 7,018 | 298 | 0.05% | 0.05% | 424 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Broyhill Asset Management, LLC | History | New | 7,000 | 297 | 0.27% | — | 425 | +7,000 | New | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | Reduced | 6,975 | 296 | 0.0% | 0.0% | 426 | -26,322 | -79.05% | Q1 2026 | May 13, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 7,480 | 295 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 6,898 | 293 | 0.02% | 0.02% | 428 | -2,711 | -28.21% | Q1 2026 | Apr 28, 2026 |
| United Advisor Group, LLC | History | Added to | 6,885 | 293 | 0.04% | 0.03% | 429 | +243 | 3.66% | Q1 2026 | Apr 17, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 6,883 | 292 | 0.05% | 0.04% | 431 | +1,559 | 29.28% | Q1 2026 | Apr 17, 2026 |
| Millington Financial Advisors, LLC | History | No change | 6,700 | 292 | 0.12% | 0.13% | 430 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HC Advisors, LLC | History | Reduced | 6,850 | 291 | 0.19% | 0.21% | 433 | -1,020 | -12.96% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 6,840 | 291 | 0.0% | 0.0% | 432 | +44 | 0.65% | Q1 2026 | May 15, 2026 |
| Vernal Point Advisors, LLC | History | No change | 6,845 | 291 | 0.12% | 0.11% | 434 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 7,297 | 291 | 0.38% | 0.38% | 435 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MFA Wealth Services | History | Reduced | 6,648 | 282 | 0.19% | 0.18% | 436 | -194 | -2.84% | Q1 2026 | Apr 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 6,610 | 281 | 0.02% | — | 437 | +6,610 | New | Q1 2026 | Apr 20, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 6,543 | 278 | 0.11% | 0.1% | 439 | +209 | 3.3% | Q1 2026 | May 08, 2026 |
| Gradient Investments LLC | History | No change | 6,542 | 278 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 6,523 | 277 | 0.03% | — | 440 | +6,523 | New | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 6,443 | 274 | 0.03% | 0.04% | 442 | -1,360 | -17.43% | Q1 2026 | Apr 17, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 6,458 | 274 | 0.11% | 0.1% | 441 | +32 | 0.5% | Q1 2026 | Apr 22, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 6,398 | 272 | 0.03% | 0.03% | 443 | +2 | 0.03% | Q1 2026 | Apr 23, 2026 |
| HUB Investment Partners, LLC | History | New | 6,387 | 271 | 0.01% | — | 445 | +6,387 | New | Q1 2026 | May 15, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 6,379 | 271 | 0.03% | 0.03% | 444 | -1,153 | -15.31% | Q1 2026 | May 11, 2026 |
| ELLERSON GROUP INC /ADV | History | New | 6,367 | 270 | 0.18% | — | 446 | +6,367 | New | Q1 2026 | May 04, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 6,226 | 264 | 0.03% | 0.02% | 447 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 6,191 | 263 | 0.2% | 0.39% | 448 | -5,731 | -48.07% | Q1 2026 | Apr 27, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,121 | 260 | 0.01% | — | 450 | +6,121 | New | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 6,112 | 260 | 0.0% | 0.0% | 449 | +816 | 15.41% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 6,266 | 259 | 0.02% | 0.01% | 451 | +13 | 0.21% | Q1 2026 | Apr 24, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 6,070 | 258 | 0.17% | 0.15% | 452 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | New | 6,061 | 257 | 0.0% | — | 453 | +6,061 | New | Q1 2026 | May 15, 2026 |
| Accredited Investors Inc. | History | New | 5,989 | 254 | 0.01% | — | 455 | +5,989 | New | Q1 2026 | Apr 30, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 5,982 | 254 | 0.11% | 0.1% | 454 | -232 | -3.73% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 5,958 | 253 | 0.02% | 0.03% | 456 | -8,488 | -58.76% | Q1 2026 | Apr 28, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 5,806 | 247 | 0.0% | 0.0% | 458 | -363 | -5.88% | Q1 2026 | Apr 22, 2026 |
| Townsend & Associates, Inc | History | No change | 5,655 | 247 | 0.02% | 0.02% | 457 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HB Wealth Management, LLC | History | Reduced | 5,794 | 246 | 0.0% | 0.0% | 459 | -138 | -2.33% | Q1 2026 | Apr 27, 2026 |
| WEST BANCORPORATION INC | History | Reduced | 5,757 | 245 | 0.12% | 0.12% | 460 | -247 | -4.11% | Q1 2026 | Apr 23, 2026 |
| Evanson Asset Management, LLC | History | Added to | 5,780 | 245 | 0.01% | 0.01% | 461 | +1 | 0.02% | Q1 2026 | Apr 08, 2026 |
| BALLAST ADVISORS LLC | History | No change | 5,683 | 242 | 0.07% | 0.06% | 462 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BOS Asset Management, LLC | History | No change | 5,705 | 242 | 0.06% | 0.06% | 463 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Angeles Investment Advisors, LLC | History | Added to | 5,685 | 241 | 0.02% | 0.01% | 464 | +745 | 15.08% | Q1 2026 | Apr 28, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 5,550 | 236 | 0.02% | 0.02% | 465 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 5,543 | 235 | 0.18% | 7.34% | 466 | -242,112 | -97.76% | Q1 2026 | Apr 20, 2026 |
| Sharp Wealth Advisory, LLC | History | Reduced | 5,500 | 234 | 0.12% | 0.14% | 467 | -1,500 | -21.43% | Q1 2026 | Apr 27, 2026 |
| CHOREO, LLC | History | Reduced | 5,457 | 232 | 0.0% | 0.0% | 468 | -965 | -15.03% | Q1 2026 | May 12, 2026 |
| Essex Bank | History | Reduced | 5,463 | 232 | 0.05% | 0.05% | 469 | -256 | -4.48% | Q1 2026 | Apr 17, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 5,427 | 230 | 0.01% | 0.01% | 470 | -431 | -7.36% | Q1 2026 | May 12, 2026 |
| Rossmore Private Capital | History | Added to | 5,400 | 229 | 0.02% | 0.0% | 471 | +5,000 | 1250.0% | Q1 2026 | May 01, 2026 |
| WESBANCO BANK INC | History | Reduced | 5,369 | 228 | 0.01% | 0.01% | 472 | -171 | -3.09% | Q1 2026 | Apr 21, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 5,363 | 228 | 0.09% | 0.09% | 473 | +1 | 0.02% | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,330 | 226 | 0.01% | 0.01% | 475 | +1 | 0.02% | Q1 2026 | May 04, 2026 |
| Radnor Capital Management, LLC | History | No change | 5,315 | 226 | 0.03% | 0.03% | 474 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 5,306 | 225 | 0.0% | 0.0% | 476 | -165 | -3.02% | Q1 2026 | May 07, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,006 | 224 | 0.01% | 0.01% | 477 | -1,599 | -24.21% | Q1 2026 | May 14, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 5,251 | 223 | 0.03% | 0.03% | 478 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GSG Advisors LLC | History | Added to | 5,194 | 221 | 0.06% | 0.05% | 480 | +26 | 0.5% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,204 | 221 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Reduced | 5,143 | 218 | 0.12% | 0.14% | 481 | -1,040 | -16.82% | Q1 2026 | Apr 27, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 5,105 | 217 | 0.0% | — | 482 | +5,105 | New | Q1 2026 | Apr 27, 2026 |
| Mendel Capital Management LLC | History | New | 5,093 | 216 | 0.11% | — | 483 | +5,093 | New | Q1 2026 | Apr 21, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 9,146,059 | 214 | 0.01% | 0.29% | 484 | +8,919,648 | 3939.58% | Q1 2026 | May 15, 2026 |
| Powers Advisory Group, LLC | History | New | 5,051 | 214 | 0.08% | — | 485 | +5,051 | New | Q1 2026 | Apr 21, 2026 |
| SHP Wealth Management | History | Reduced | 5,022 | 213 | 0.02% | 0.02% | 486 | -80 | -1.57% | Q1 2026 | May 08, 2026 |
| Meridian Wealth Management, LLC | History | New | 5,003 | 212 | 0.01% | — | 487 | +5,003 | New | Q1 2026 | May 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | New | 4,992 | 212 | 0.02% | — | 488 | +4,992 | New | Q1 2026 | Apr 23, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | New | 4,942 | 210 | 0.04% | — | 490 | +4,942 | New | Q1 2026 | May 01, 2026 |
| Cadence Bank | History | No change | 5,335 | 210 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Forum Finance Group S.A. | History | New | 6,080 | 209 | 0.11% | — | 491 | +6,080 | New | Q1 2026 | May 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,879 | 207 | 0.02% | 0.01% | 492 | +964 | 24.62% | Q1 2026 | May 05, 2026 |
| Empire Financial Management Company, LLC | History | New | 4,862 | 206 | 0.05% | — | 493 | +4,862 | New | Q1 2026 | May 15, 2026 |
| Purkiss Capital Advisors LLC | History | New | 4,830 | 205 | 0.09% | — | 496 | +4,830 | New | Q1 2026 | May 04, 2026 |
| Etesian Wealth Advisors, Inc. | History | New | 4,828 | 205 | 0.07% | — | 495 | +4,828 | New | Q1 2026 | Apr 23, 2026 |
| Kovack Advisors, Inc. | History | New | 4,816 | 205 | 0.01% | — | 494 | +4,816 | New | Q1 2026 | May 12, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | New | 4,717 | 200 | 0.07% | — | 498 | +4,717 | New | Q1 2026 | Apr 22, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 4,654 | 200 | 0.13% | 0.08% | 497 | +570 | 13.96% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,227 | 179 | 0.0% | 0.0% | 499 | -2,824 | -40.05% | Q1 2026 | May 13, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | New | 4,141 | 176 | 0.0% | — | 500 | +4,141 | New | Q1 2026 | May 14, 2026 |
| City State Bank | History | No change | 4,114 | 175 | 0.05% | 0.04% | 501 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WealthShield Partners, LLC | History | No change | 4,100 | 174 | 0.02% | 0.02% | 502 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Triumph Capital Management | History | Reduced | 3,976 | 169 | 0.03% | 0.03% | 504 | -102 | -2.5% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,309 | 169 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,874 | 165 | 0.01% | 0.01% | 505 | +63 | 1.65% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO | History | Reduced | 3,773 | 162 | 0.0% | 0.0% | 506 | -1,127 | -23.0% | Q1 2026 | Apr 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 3,769 | 160 | 0.01% | — | 507 | +3,769 | New | Q1 2026 | Apr 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 3,723 | 158 | 0.03% | 0.04% | 508 | -1,118 | -23.09% | Q1 2026 | May 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 3,683 | 156 | 0.01% | 0.01% | 509 | -727 | -16.49% | Q1 2026 | Apr 24, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 3,537 | 150 | 0.0% | 0.01% | 510 | -186,073 | -98.13% | Q1 2026 | May 15, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 3,527 | 150 | 0.05% | — | 511 | +3,527 | New | Q1 2026 | May 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 3,486 | 148 | 0.01% | 0.01% | 512 | -290 | -7.68% | Q1 2026 | Apr 17, 2026 |
| 10Elms LLP | History | No change | 3,500 | 148 | 0.09% | 0.13% | 513 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 3,446 | 146 | 0.01% | 0.01% | 514 | -574 | -14.28% | Q1 2026 | May 01, 2026 |
| Clearstead Trust, LLC | History | Added to | 3,425 | 145 | 0.02% | 0.02% | 515 | +696 | 25.5% | Q1 2026 | May 06, 2026 |
| Front Row Advisors LLC | History | No change | 3,379 | 143 | 0.05% | 0.04% | 516 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,355 | 142 | 0.0% | 0.0% | 517 | +1,136 | 51.19% | Q1 2026 | Apr 07, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 3,344 | 142 | 0.07% | 0.06% | 518 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 3,238 | 137 | 0.01% | — | 519 | +3,238 | New | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | New | 3,200 | 136 | 0.0% | — | 520 | +3,200 | New | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 3,127 | 133 | 0.02% | 0.02% | 521 | +8 | 0.26% | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 3,000 | 127 | 0.1% | 0.09% | 522 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| UMB Bank, n.a. | History | No change | 2,776 | 118 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 2,677 | 113 | 0.01% | 0.0% | 524 | +1,591 | 146.5% | Q1 2026 | May 15, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 2,650 | 112 | 0.06% | 0.06% | 525 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 2,591 | 110 | 0.03% | 0.03% | 526 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SYM FINANCIAL Corp | History | New | 2,550 | 108 | 0.01% | — | 527 | +2,550 | New | Q1 2026 | May 08, 2026 |
| Intesa Sanpaolo Wealth Management | History | Added to | 2,500 | 106 | 0.03% | 0.01% | 529 | +1,000 | 66.67% | Q1 2026 | May 15, 2026 |
| Planning Project LLC | History | No change | 2,697 | 106 | 0.03% | 0.03% | 528 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Align Financial, LLC | History | Reduced | 2,423 | 103 | 0.06% | 0.06% | 531 | -93,164 | -97.47% | Q1 2026 | May 08, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 60,222 | 103 | 0.02% | 0.02% | 530 | +5 | 0.01% | Q1 2026 | May 20, 2026 |
| Colonial Trust Co / SC | History | Added to | 2,408 | 102 | 0.01% | 0.01% | 532 | +862 | 55.76% | Q1 2026 | May 12, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 2,241 | 95 | 0.03% | 0.03% | 533 | +111 | 5.21% | Q1 2026 | May 07, 2026 |
| TopTier Wealth Management, LLC | History | New | 2,000 | 85 | 0.05% | — | 534 | +2,000 | New | Q1 2026 | May 05, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 1,976 | 84 | 0.03% | 0.03% | 535 | -232 | -10.51% | Q1 2026 | Apr 17, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 1,925 | 81 | 0.02% | 0.02% | 536 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 1,880 | 80 | 0.0% | 0.0% | 537 | -16 | -0.84% | Q1 2026 | Apr 29, 2026 |
| Colonial Trust Advisors | History | No change | 1,900 | 80 | 0.01% | 0.01% | 538 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,899 | 80 | 0.01% | 0.01% | 539 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| United Community Bank | History | No change | 1,884 | 80 | 0.03% | 0.03% | 540 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 1,858 | 79 | 0.04% | 0.04% | 541 | +2 | 0.11% | Q1 2026 | Apr 20, 2026 |
| Bogart Wealth, LLC | History | No change | 1,815 | 77 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NBT BANK N A /NY | History | Added to | 1,790 | 76 | 0.0% | 0.0% | 543 | +1,751 | 4489.74% | Q1 2026 | Apr 28, 2026 |
| Activest Wealth Management | History | New | 1,659 | 70 | 0.01% | — | 545 | +1,659 | New | Q1 2026 | Apr 15, 2026 |
| GAMMA Investing LLC | History | Added to | 1,660 | 70 | 0.0% | 0.0% | 544 | +680 | 69.39% | Q1 2026 | Apr 06, 2026 |
| Rossby Financial, LCC | History | New | 1,548 | 66 | 0.01% | — | 546 | +1,548 | New | Q1 2026 | May 11, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 1,542 | 65 | 0.05% | 0.05% | 547 | -222 | -12.59% | Q1 2026 | Apr 29, 2026 |
| Hurley Capital, LLC | History | No change | 1,500 | 63 | 0.03% | 0.03% | 548 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Versant Capital Management, Inc | History | No change | 1,489 | 63 | 0.01% | 0.01% | 549 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Avalon Trust Co | History | No change | 1,500 | 63 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TORONTO DOMINION BANK | History | No change | 1,403 | 60 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vanguard National Trust Co | History | New | 1,400 | 59 | 0.0% | — | 553 | +1,400 | New | Q1 2026 | May 08, 2026 |
| Dunhill Financial, LLC | History | Added to | 1,405 | 59 | 0.01% | 0.01% | 552 | +9 | 0.64% | Q1 2026 | May 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,305 | 55 | 0.0% | 0.0% | 554 | -185 | -12.42% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | New | 1,251 | 53 | 0.0% | — | 555 | +1,251 | New | Q1 2026 | May 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,215 | 51 | 0.02% | 0.02% | 556 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Bravera Wealth | History | No change | 1,166 | 49 | 0.02% | 0.02% | 557 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Archer Investment Corp | History | No change | 1,097 | 46 | 0.01% | 0.01% | 558 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| North Star Investment Management Corp. | History | No change | 1,075 | 45 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,035 | 44 | 0.01% | 0.01% | 560 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Register Financial Advisors LLC | History | Added to | 1,031 | 43 | 0.02% | 0.02% | 561 | +5 | 0.49% | Q1 2026 | Apr 15, 2026 |
| Westside Investment Management, Inc. | History | Added to | 945 | 40 | 0.01% | 0.0% | 562 | +220 | 30.34% | Q1 2026 | May 04, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,000 | 39 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 888 | 38 | 0.0% | 0.0% | 564 | +252 | 39.62% | Q1 2026 | May 01, 2026 |
| Destiny Wealth Partners, LLC | History | New | 882 | 37 | 0.0% | — | 566 | +882 | New | Q1 2026 | May 11, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 889 | 37 | 0.03% | 0.03% | 565 | +4 | 0.45% | Q1 2026 | Apr 16, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 845 | 36 | 0.02% | 0.02% | 568 | -84 | -9.04% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 863 | 36 | 0.0% | 0.0% | 567 | -50 | -5.48% | Q1 2026 | May 13, 2026 |
| Stone House Investment Management, LLC | History | No change | 780 | 33 | 0.01% | 0.0% | 569 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | Reduced | 730 | 31 | 0.0% | 0.0% | 570 | -679 | -48.19% | Q1 2026 | May 15, 2026 |
| Realta Investment Advisors | History | Reduced | 709 | 30 | 0.01% | 0.01% | 571 | -159 | -18.32% | Q1 2026 | Apr 22, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 699 | 29 | 0.0% | 0.0% | 572 | -120 | -14.65% | Q1 2026 | May 14, 2026 |
| Glassy Mountain Advisors, Inc. | History | Reduced | 660 | 28 | 0.01% | 0.02% | 573 | -1,299 | -66.31% | Q1 2026 | May 08, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 665 | 28 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Parkside Financial Bank & Trust | History | New | 535 | 22 | 0.0% | — | 575 | +535 | New | Q1 2026 | May 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 499 | 21 | 0.01% | 0.02% | 578 | -200 | -28.61% | Q1 2026 | May 07, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 500 | 21 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 500 | 21 | 0.01% | 0.01% | 577 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CVA Family Office, LLC | History | Added to | 446 | 18 | 0.0% | 0.0% | 579 | +3 | 0.68% | Q1 2026 | Apr 29, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 417 | 17 | 0.0% | 0.0% | 580 | +1 | 0.24% | Q1 2026 | Apr 24, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 362 | 15 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 360 | 15 | 0.01% | 0.01% | 582 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 348 | 14 | 0.0% | 0.0% | 583 | -280 | -44.59% | Q1 2026 | May 19, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 280 | 11 | 0.0% | — | 587 | +280 | New | Q1 2026 | Apr 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 273 | 11 | 0.01% | 0.01% | 584 | +28 | 11.43% | Q1 2026 | May 13, 2026 |
| Motiv8 Investments LLC | History | No change | 269 | 11 | 0.01% | 0.01% | 585 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vision Retirement, LLC | History | No change | 274 | 11 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 242 | 10 | 0.0% | — | 588 | +241 | 24100.0% | Q1 2026 | Apr 07, 2026 |
| Kozak & Associates, Inc. | History | No change | 237 | 10 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 212 | 9 | 0.0% | 0.0% | 590 | -976 | -82.15% | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | Reduced | 198 | 8 | 0.0% | 0.0% | 592 | -180 | -47.62% | Q1 2026 | Apr 10, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 194 | 8 | 0.0% | 0.0% | 593 | -42 | -17.8% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 190 | 8 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Key FInancial Inc | History | Reduced | 180 | 7 | 0.0% | 0.0% | 596 | -262 | -59.28% | Q1 2026 | Apr 24, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 187 | 7 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TSFG, LLC | History | No change | 163 | 7 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HOWE & RUSLING INC | History | No change | 141 | 6 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 125 | 5 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Main Street Group, LTD | History | New | 110 | 4 | 0.0% | — | 599 | +110 | New | Q1 2026 | May 06, 2026 |
| Park Square Financial Group, LLC | History | New | 106 | 4 | 0.03% | — | 600 | +106 | New | Q1 2026 | May 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 89 | 3 | 0.0% | — | 601 | +89 | New | Q1 2026 | May 08, 2026 |
| Bell Investment Advisors, Inc | History | New | 65 | 2 | 0.0% | — | 602 | +65 | New | Q1 2026 | Apr 17, 2026 |
| Horizon Investments, LLC | History | Added to | 30 | 1 | 0.0% | — | 604 | +19 | 172.73% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | Added to | 35 | 1 | 0.0% | 0.0% | 605 | +9 | 34.62% | Q1 2026 | May 07, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 45 | 1 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -215,559 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.13% | — | -132,230 | -100.0% | Q1 2026 | Apr 23, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Closed out | 0 | 0 | — | 2.12% | — | -113,000 | -100.0% | Q1 2026 | Apr 22, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 3.08% | — | -68,487 | -100.0% | Q1 2026 | May 12, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -46,971 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -42,016 | -100.0% | Q1 2026 | May 15, 2026 |
| St. Louis Financial Planners Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -33,244 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,235 | -100.0% | Q1 2026 | May 05, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,151 | -100.0% | Q1 2026 | May 01, 2026 |
| Modera Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,053 | -100.0% | Q1 2026 | May 06, 2026 |
| MorganRosel Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,083 | -100.0% | Q1 2026 | May 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,800 | -100.0% | Q1 2026 | May 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,524 | -100.0% | Q1 2026 | May 12, 2026 |
| Madrona Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,873 | -100.0% | Q1 2026 | Apr 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,780 | -100.0% | Q1 2026 | May 12, 2026 |
| Traynor Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,386 | -100.0% | Q1 2026 | May 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,243 | -100.0% | Q1 2026 | May 12, 2026 |
| TPG Advisors LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -6,170 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Guardian Partners Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,598 | -100.0% | Q1 2026 | May 15, 2026 |
| Bravias Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -5,461 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SFI Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -5,240 | -100.0% | Q1 2026 | May 05, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,153 | -100.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,600 | -100.0% | Q1 2026 | May 14, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,480 | -100.0% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,164 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,081 | -100.0% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Closed out | 0 | 0 | — | 0.03% | — | -1,950 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,141 | -100.0% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -677 | -100.0% | Q1 2026 | May 06, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -546 | -100.0% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -531 | -100.0% | Q1 2026 | May 08, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -501 | -100.0% | Q1 2026 | Apr 03, 2026 |
| BankPlus Trust Department | History | Closed out | 0 | 0 | — | 0.0% | — | -327 | -100.0% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q1 2026 | May 07, 2026 |
| Capital Investment Counsel, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arlington Trust Co LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |