iSHARES TRUST - IEFA
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 | 203,094,934 | 18,386,184 | 1.34% | 1.48% | 1 | -24,667,309 | -10.83% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 105,157,541 | 9,519,912 | 0.57% | 0.56% | 2 | +274,293 | 0.26% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 108,462,596 | 9,494,818 | 4.56% | 5.49% | 3 | +7,829,374 | 7.78% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 85,182,345 | 7,711,557 | 1.45% | 1.29% | 4 | +6,063,470 | 7.66% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 69,333,011 | 6,276,717 | 0.94% | 0.31% | 5 | +47,841,826 | 222.61% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 50,861,594 | 4,604,374 | 1.23% | 0.93% | 6 | +15,977,100 | 45.8% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 46,029,515 | 4,167,051 | 1.11% | 1.0% | 7 | +5,240,582 | 12.85% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 44,654,401 | 4,042,562 | 1.25% | 1.2% | 8 | +1,509,679 | 3.5% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 38,117,521 | 3,450,779 | 0.63% | 0.55% | 9 | +2,957,022 | 8.41% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 36,342,282 | 3,290,066 | 2.03% | 1.98% | 10 | +1,343,355 | 3.84% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Added to | 35,665,870 | 3,226,886 | 3.92% | 3.68% | 11 | +546,747 | 1.56% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 34,138,004 | 3,090,513 | 0.05% | 0.05% | 12 | +2,621,084 | 8.32% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 28,383,955 | 2,569,599 | 0.14% | 0.12% | 13 | +2,189,787 | 8.36% | Q1 2026 | May 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 25,333,750 | 2,221,516 | 16.96% | — | 14 | +25,333,750 | New | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 21,168,840 | 1,916,415 | 0.22% | 0.26% | 15 | -2,427,215 | -10.29% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 19,326,473 | 1,749,625 | 6.73% | — | 16 | +19,326,473 | New | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 19,125,357 | 1,731,418 | 2.33% | 2.09% | 17 | +1,568,174 | 8.93% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 18,959,497 | 1,662,558 | 0.11% | 0.1% | 18 | +782,333 | 4.3% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 16,811,167 | 1,521,914 | 0.88% | 0.82% | 19 | +68,617 | 0.41% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 16,514,199 | 1,495,030 | 0.56% | 0.39% | 20 | +4,018,275 | 32.16% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 15,413,138 | 1,395,183 | 0.32% | 0.27% | 21 | +1,963,442 | 14.6% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 13,195,103 | 1,194,552 | 4.09% | 3.93% | 22 | -493,486 | -3.61% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 11,481,025 | 1,039,378 | 0.96% | 0.89% | 23 | +365,699 | 3.29% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 11,479,180 | 1,039,210 | 1.11% | 1.05% | 24 | +720,499 | 6.7% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 11,358,893 | 1,028,320 | 1.45% | 1.46% | 25 | +142,850 | 1.27% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 10,245,000 | 927,479 | 0.19% | 0.05% | 26 | +7,352,223 | 254.16% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 10,187,432 | 922,268 | 3.37% | 3.0% | 27 | +822,623 | 8.78% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Added to | 9,746,939 | 881,854 | 1.03% | 1.04% | 28 | +20,179 | 0.21% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Reduced | 9,262,506 | 838,535 | 1.59% | 1.64% | 29 | -346,397 | -3.6% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 8,847,558 | 800,969 | 0.14% | 0.13% | 30 | +28,030 | 0.32% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 8,778,321 | 794,701 | 1.62% | 1.53% | 31 | +413,330 | 4.94% | Q1 2026 | May 06, 2026 |
| Ballentine Partners, LLC | History | Added to | 6,663,055 | 603,206 | 8.4% | 8.04% | 32 | +267,559 | 4.18% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 6,596,843 | 590,153 | 0.19% | 0.18% | 33 | +148,313 | 2.3% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 6,173,951 | 558,927 | 0.87% | 0.82% | 34 | +305,071 | 5.2% | Q1 2026 | May 14, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 5,936,800 | 537,458 | 4.69% | 4.55% | 35 | +754,249 | 14.55% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,692,802 | 515,371 | 0.55% | 0.53% | 36 | +229,435 | 4.2% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 5,580,305 | 505,166 | 2.19% | 2.04% | 37 | +159,858 | 2.95% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,380,318 | 487,080 | 0.89% | 1.01% | 38 | +1,821,551 | 51.18% | Q1 2026 | May 01, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 5,317,741 | 481,415 | 0.59% | 0.26% | 39 | +2,907,067 | 120.59% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 5,062,078 | 456,802 | 2.81% | 2.68% | 40 | +93,408 | 1.88% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 5,045,664 | 456,783 | 0.11% | 0.09% | 41 | +732,007 | 16.97% | Q1 2026 | May 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 5,018,186 | 454,296 | 6.77% | 6.83% | 42 | -228,796 | -4.36% | Q1 2026 | May 05, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 4,678,255 | 423,522 | 6.08% | 6.61% | 43 | +81,799 | 1.78% | Q1 2026 | Apr 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 4,638,138 | 419,890 | 0.62% | 0.54% | 44 | +656,054 | 16.48% | Q1 2026 | May 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 4,635,334 | 419,636 | 8.62% | 8.03% | 45 | +231,507 | 5.26% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 4,574,736 | 414,150 | 4.9% | 4.61% | 46 | +40,861 | 0.9% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 4,269,609 | 386,527 | 2.07% | 1.45% | 47 | +1,307,991 | 44.16% | Q1 2026 | May 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 4,232,459 | 383,164 | 3.25% | 3.21% | 48 | -228,125 | -5.11% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,020,374 | 363,964 | 1.01% | 0.9% | 49 | -87,498 | -2.13% | Q1 2026 | May 04, 2026 |
| Hirtle & Co., LLC | History | Added to | 3,942,504 | 356,914 | 12.23% | 11.54% | 50 | +154,999 | 4.09% | Q1 2026 | May 13, 2026 |
| Members Trust Co | History | Added to | 3,893,439 | 352,473 | 11.71% | 8.89% | 51 | +847,463 | 27.82% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,637,297 | 329,284 | 5.05% | 4.82% | 52 | +106,426 | 3.01% | Q1 2026 | Apr 07, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 3,578,092 | 323,924 | 8.97% | 7.64% | 53 | +2,630 | 0.07% | Q1 2026 | Apr 21, 2026 |
| Bell Bank | History | Added to | 3,550,678 | 321,442 | 13.63% | 13.22% | 54 | +93,744 | 2.71% | Q1 2026 | Apr 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 3,492,404 | 320,986 | 0.54% | 0.66% | 55 | -1,017,834 | -22.57% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 3,541,623 | 320,622 | 0.3% | 0.32% | 56 | -107,960 | -2.96% | Q1 2026 | May 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 3,526,617 | 319,264 | 3.83% | 3.63% | 57 | +22,749 | 0.65% | Q1 2026 | May 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 3,394,321 | 307,287 | 6.37% | 5.97% | 58 | +261,720 | 8.35% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,345,713 | 301,984 | 0.43% | 0.38% | 59 | +165,783 | 5.21% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 3,304,688 | 299,419 | 1.48% | 1.47% | 60 | +168,924 | 5.39% | Q1 2026 | May 15, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 3,274,660 | 296,455 | 4.59% | 4.65% | 61 | +119,638 | 3.79% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 3,165,693 | 286,590 | 0.04% | 0.0% | 62 | +3,156,335 | 33728.73% | Q1 2026 | May 12, 2026 |
| Stairway Partners, LLC | History | Reduced | 3,088,039 | 279,560 | 14.48% | 14.35% | 63 | -9,558 | -0.31% | Q1 2026 | Apr 02, 2026 |
| Heritage Wealth Advisors | History | Added to | 3,086,375 | 279,409 | 10.92% | 9.77% | 64 | +227,620 | 7.96% | Q1 2026 | May 13, 2026 |
| Haverford Trust Co | History | Added to | 2,963,954 | 268,326 | 2.46% | 2.28% | 65 | +111,133 | 3.9% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,895,269 | 262,108 | 1.34% | 1.39% | 66 | +60,038 | 2.12% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Reduced | 2,890,196 | 261,703 | 0.29% | 0.3% | 67 | -54,869 | -1.86% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,883,498 | 261,043 | 1.44% | 2.8% | 68 | -6,020,726 | -67.62% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,876,994 | 260,454 | 0.46% | 0.42% | 69 | +256,226 | 9.78% | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 2,852,637 | 258,250 | 0.44% | 0.53% | 70 | -1,105,166 | -27.92% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,849,680 | 257,981 | 0.36% | 0.38% | 71 | -328,720 | -10.34% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 2,753,122 | 249,240 | 0.17% | 0.17% | 72 | +69,482 | 2.59% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 2,684,302 | 243,009 | 1.83% | 1.71% | 73 | +159,101 | 6.3% | Q1 2026 | May 12, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 2,607,149 | 236,025 | 1.59% | 1.63% | 74 | -6,526 | -0.25% | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,581,035 | 233,661 | 3.56% | 3.12% | 75 | +216,735 | 9.17% | Q1 2026 | May 01, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 2,574,775 | 233,094 | 6.13% | 5.64% | 76 | +207,631 | 8.77% | Q1 2026 | Apr 16, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 2,571,288 | 232,778 | 9.75% | 9.09% | 77 | +235,054 | 10.06% | Q1 2026 | Apr 30, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 2,509,338 | 227,170 | 0.32% | 0.23% | 78 | +697,956 | 38.53% | Q1 2026 | May 13, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | Reduced | 2,476,353 | 224,184 | 7.79% | 8.19% | 79 | -298,714 | -10.76% | Q1 2026 | May 14, 2026 |
| Investure, LLC | History | Added to | 2,464,211 | 223,085 | 10.94% | 10.34% | 80 | +396,092 | 19.15% | Q1 2026 | May 08, 2026 |
| Nationwide Fund Advisors | History | Reduced | 2,412,970 | 218,446 | 9.56% | 10.08% | 81 | -219,130 | -8.33% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Added to | 2,407,502 | 217,951 | 1.23% | 1.19% | 82 | +85,809 | 3.7% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 2,365,635 | 214,161 | 0.53% | 0.31% | 83 | +846,387 | 55.71% | Q1 2026 | Apr 22, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 2,342,950 | 212,107 | 3.04% | 3.15% | 84 | +210,607 | 9.88% | Q1 2026 | May 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 2,288,069 | 207,138 | 2.88% | 2.67% | 85 | +60,458 | 2.71% | Q1 2026 | May 01, 2026 |
| Matson Money. Inc. | History | Added to | 2,252,227 | 203,894 | 6.25% | 6.35% | 86 | +4,943 | 0.22% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,206,556 | 199,806 | 0.29% | 0.27% | 87 | +168,915 | 8.29% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 2,200,695 | 199,216 | 2.45% | 2.33% | 88 | +163,645 | 8.03% | Q1 2026 | May 12, 2026 |
| CKW FINANCIAL GROUP | History | Added to | 2,167,028 | 199,172 | 21.72% | 20.94% | 89 | +8,536 | 0.4% | Q1 2026 | May 06, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,181,407 | 197,482 | 0.03% | 0.03% | 90 | -363,269 | -14.28% | Q1 2026 | May 14, 2026 |
| Balentine LLC | History | Reduced | 2,154,493 | 195,046 | 7.86% | 7.48% | 91 | -49,194 | -2.23% | Q1 2026 | Apr 24, 2026 |
| GREENLEAF TRUST | History | Reduced | 2,137,042 | 193,466 | 1.9% | 1.85% | 92 | -121,174 | -5.37% | Q1 2026 | Apr 27, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,133,256 | 193,123 | 0.15% | 0.11% | 93 | +491,045 | 29.9% | Q1 2026 | May 14, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 2,085,563 | 186,574 | 15.02% | 15.02% | 94 | +2,210 | 0.11% | Q1 2026 | Apr 15, 2026 |
| Passaic Partners LLC | History | Reduced | 2,036,600 | 184,373 | 17.25% | 20.89% | 95 | -219,336 | -9.72% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 2,034,011 | 184,139 | 0.05% | 0.04% | 96 | +285,181 | 16.31% | Q1 2026 | Apr 30, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 2,018,049 | 182,693 | 3.85% | 3.53% | 97 | +125,686 | 6.64% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,973,972 | 180,033 | 0.37% | 0.31% | 98 | -546,220 | -21.67% | Q1 2026 | Apr 08, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 1,934,375 | 175,119 | 6.34% | 6.07% | 99 | +123,084 | 6.8% | Q1 2026 | May 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 1,817,309 | 171,099 | 2.19% | 1.84% | 100 | +248,427 | 15.83% | Q1 2026 | May 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 1,860,132 | 168,397 | 8.13% | 7.87% | 101 | +7,278 | 0.39% | Q1 2026 | Apr 17, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 1,847,267 | 167,233 | 8.62% | 9.75% | 102 | -247,524 | -11.82% | Q1 2026 | May 07, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 1,790,366 | 162,081 | 12.13% | 11.89% | 103 | +157,540 | 9.65% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,772,968 | 160,506 | 0.02% | 0.02% | 104 | +12,680 | 0.72% | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | Added to | 1,765,613 | 159,840 | 1.7% | 1.53% | 105 | +38,751 | 2.24% | Q1 2026 | May 15, 2026 |
| Parcion Private Wealth LLC | History | Added to | 1,763,387 | 159,639 | 9.9% | 5.53% | 106 | +747,777 | 73.63% | Q1 2026 | Apr 22, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 1,726,878 | 156,334 | 4.95% | 5.86% | 107 | -74,400 | -4.13% | Q1 2026 | May 07, 2026 |
| SCS Capital Management LLC | History | Reduced | 1,661,066 | 150,376 | 1.59% | 1.61% | 108 | -36,658 | -2.16% | Q1 2026 | May 11, 2026 |
| NEOS Investment Management LLC | History | Added to | 1,636,608 | 148,162 | 0.75% | 0.26% | 109 | +1,133,088 | 225.03% | Q1 2026 | May 15, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 1,590,254 | 143,965 | 6.02% | 5.58% | 110 | +137,123 | 9.44% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,559,760 | 141,205 | 0.36% | 0.29% | 111 | +344,753 | 28.37% | Q1 2026 | Apr 30, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 1,556,046 | 140,868 | 12.52% | 12.43% | 112 | +42,356 | 2.8% | Q1 2026 | May 01, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 1,544,708 | 139,842 | 8.5% | 10.02% | 113 | -45,088,881 | -96.69% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 1,539,531 | 139,373 | 2.87% | 5.85% | 114 | -1,738,032 | -53.03% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 1,536,718 | 139,119 | 7.9% | 6.34% | 115 | +239,124 | 18.43% | Q1 2026 | Apr 21, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 1,484,614 | 134,402 | 3.43% | 3.52% | 116 | -37,085 | -2.44% | Q1 2026 | May 13, 2026 |
| UNC Management Company, Inc. | History | New | 1,470,995 | 133,169 | 8.13% | — | 117 | +1,470,995 | New | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,461,361 | 132,296 | 2.29% | 2.13% | 118 | +184,237 | 14.43% | Q1 2026 | May 07, 2026 |
| Wealthquest Corp | History | No change | 1,406,512 | 125,826 | 9.5% | 9.5% | 119 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,385,391 | 125,419 | 0.68% | 0.67% | 120 | +13,532 | 0.99% | Q1 2026 | May 05, 2026 |
| First Financial Bank - Trust Division | History | Added to | 1,370,752 | 124,094 | 9.99% | 9.72% | 121 | +47,485 | 3.59% | Q1 2026 | Apr 01, 2026 |
| UMB Bank, n.a. | History | Added to | 1,359,924 | 123,113 | 1.72% | 1.53% | 122 | +72,400 | 5.62% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,355,041 | 122,663 | 0.21% | 0.23% | 123 | -22,225 | -1.61% | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,342,496 | 121,536 | 2.11% | 2.09% | 124 | +61,359 | 4.79% | Q1 2026 | Apr 20, 2026 |
| FORM Wealth Advisors, LLC | History | Reduced | 1,337,502 | 121,084 | 14.19% | 14.66% | 125 | -61,938 | -4.43% | Q1 2026 | Apr 10, 2026 |
| Lido Advisors, LLC | History | Reduced | 1,333,556 | 120,731 | 0.37% | 0.51% | 126 | -593,700 | -30.81% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 1,322,097 | 119,691 | 3.15% | 3.23% | 127 | +55,399 | 4.37% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 1,315,024 | 119,049 | 0.36% | 0.32% | 128 | +321,783 | 32.4% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,513,975 | 118,430 | 0.76% | 0.89% | 129 | +65,931 | 4.55% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 1,308,185 | 118,429 | 2.16% | 2.27% | 130 | -86,484 | -6.2% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Added to | 1,306,747 | 118,299 | 0.64% | 0.52% | 131 | +302,188 | 30.08% | Q1 2026 | May 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 1,271,070 | 115,069 | 3.37% | 3.24% | 132 | +55,870 | 4.6% | Q1 2026 | Apr 14, 2026 |
| Alaska Permanent Capital Management, LLC | History | Reduced | 1,232,051 | 111,180 | 7.79% | 9.92% | 133 | -234,118 | -15.97% | Q1 2026 | Apr 24, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,224,205 | 110,827 | 0.04% | 0.31% | 134 | -19,716 | -1.58% | Q1 2026 | May 04, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 1,223,339 | 110,748 | 4.99% | 2.17% | 135 | +677,963 | 124.31% | Q1 2026 | Apr 21, 2026 |
| COMERICA BANK | History | No change | 1,235,426 | 110,521 | 0.44% | 0.44% | 136 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wedmont Private Capital | History | Added to | 1,158,252 | 110,520 | 3.56% | 3.52% | 137 | +49,757 | 4.49% | Q1 2026 | Apr 09, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 1,210,694 | 109,604 | 3.71% | 3.66% | 138 | +46,047 | 3.95% | Q1 2026 | Apr 17, 2026 |
| AXIOM INVESTORS LLC /DE | History | Added to | 1,207,900 | 109,351 | 1.22% | 0.71% | 139 | +300,400 | 33.1% | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | Added to | 1,195,796 | 108,255 | 1.93% | 1.11% | 140 | +477,168 | 66.4% | Q1 2026 | May 15, 2026 |
| RKL Wealth Management LLC | History | Reduced | 1,190,974 | 107,818 | 9.7% | 9.26% | 141 | -69,812 | -5.54% | Q1 2026 | Apr 24, 2026 |
| 1832 Asset Management L.P. | History | Added to | 1,177,255 | 106,576 | 0.1% | 0.07% | 142 | +190,788 | 19.34% | Q1 2026 | May 14, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 1,139,343 | 103,144 | 10.05% | 9.95% | 143 | +1,825 | 0.16% | Q1 2026 | Apr 29, 2026 |
| Truepoint, Inc. | History | Reduced | 1,136,123 | 102,853 | 2.29% | 2.4% | 144 | -56,372 | -4.73% | Q1 2026 | May 08, 2026 |
| Bangor Savings Bank | History | Added to | 1,121,853 | 101,561 | 8.12% | 7.75% | 145 | +44,982 | 4.18% | Q1 2026 | Apr 01, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,118,468 | 101,254 | 0.05% | 0.06% | 146 | +22,208 | 2.03% | Q1 2026 | Apr 30, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 1,099,376 | 99,526 | 4.01% | 3.53% | 147 | +52,746 | 5.04% | Q1 2026 | May 04, 2026 |
| Arkos Global Advisors | History | Added to | 1,094,096 | 99,049 | 12.43% | 11.89% | 148 | +53,288 | 5.12% | Q1 2026 | May 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 1,088,243 | 98,518 | 1.44% | 1.51% | 149 | -28,031 | -2.51% | Q1 2026 | Apr 09, 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | History | Added to | 1,077,876 | 97,580 | 11.27% | 10.02% | 150 | +143,540 | 15.36% | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | Added to | 1,072,589 | 97,101 | 1.33% | 0.81% | 151 | +437,880 | 68.99% | Q1 2026 | Apr 08, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 1,036,898 | 93,870 | 10.78% | 10.45% | 152 | +23,797 | 2.35% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 1,035,256 | 93,721 | 1.07% | 0.94% | 153 | +121,093 | 13.25% | Q1 2026 | Apr 16, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,031,127 | 93,347 | 0.85% | 1.04% | 154 | +107,080 | 11.59% | Q1 2026 | May 06, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 1,030,827 | 93,320 | 0.79% | 0.72% | 155 | +97,337 | 10.43% | Q1 2026 | May 07, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 1,029,785 | 93,226 | 3.18% | 3.2% | 156 | -44,076 | -4.1% | Q1 2026 | May 07, 2026 |
| Diversified Trust Co | History | Added to | 1,015,521 | 91,935 | 1.71% | 1.67% | 157 | +1,951 | 0.19% | Q1 2026 | Apr 16, 2026 |
| Callan Family Office, LLC | History | Added to | 1,007,041 | 91,167 | 2.07% | 1.79% | 158 | +77,742 | 8.37% | Q1 2026 | May 13, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 1,006,724 | 91,138 | 9.58% | 9.47% | 159 | +39,832 | 4.12% | Q1 2026 | May 11, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 1,620,720 | 90,796 | 6.81% | 7.84% | 160 | -90,317 | -5.28% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 1,000,681 | 90,591 | 4.72% | 4.72% | 161 | -8,144 | -0.81% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Added to | 986,758 | 89,331 | 2.54% | 2.35% | 162 | +71,182 | 7.77% | Q1 2026 | May 12, 2026 |
| CX Institutional | History | Reduced | 985,753 | 89,240 | 2.72% | 2.73% | 163 | -36,783 | -3.6% | Q1 2026 | Apr 06, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 965,630 | 87,418 | 0.02% | 0.03% | 164 | -909,431 | -48.5% | Q1 2026 | May 15, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 958,261 | 86,751 | 9.03% | 8.83% | 165 | +27,359 | 2.94% | Q1 2026 | Apr 08, 2026 |
| Klingman & Associates, LLC | History | Added to | 957,356 | 86,669 | 4.15% | 3.92% | 166 | +48,129 | 5.29% | Q1 2026 | May 14, 2026 |
| AMG National Trust Bank | History | Added to | 956,091 | 86,554 | 1.88% | 1.83% | 167 | +87,823 | 10.11% | Q1 2026 | May 04, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 952,567 | 86,235 | 0.56% | 0.6% | 168 | -98,310 | -9.36% | Q1 2026 | May 05, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 948,853 | 85,899 | 5.04% | 4.99% | 169 | -35,500 | -3.61% | Q1 2026 | May 06, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 924,833 | 84,982 | 5.12% | 4.99% | 170 | +3,558 | 0.39% | Q1 2026 | Apr 07, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 926,698 | 83,893 | 11.73% | 11.11% | 171 | -6,870 | -0.74% | Q1 2026 | Apr 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 922,976 | 83,557 | 0.24% | 0.21% | 172 | +49,728 | 5.69% | Q1 2026 | May 08, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 919,863 | 83,275 | 3.14% | 2.54% | 173 | +159,214 | 20.93% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 915,375 | 82,867 | 0.45% | 0.37% | 174 | +131,539 | 16.78% | Q1 2026 | Apr 15, 2026 |
| Disciplina Capital Management LLC | History | Added to | 887,509 | 80,346 | 8.51% | 7.73% | 175 | +132,686 | 17.58% | Q1 2026 | May 07, 2026 |
| CI INVESTMENTS INC. | History | Added to | 883,440 | 79,977 | 0.39% | 0.12% | 176 | +578,515 | 189.72% | Q1 2026 | May 13, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 882,539 | 79,896 | 1.27% | 1.13% | 177 | +105,215 | 13.54% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 877,555 | 79,445 | 0.42% | 0.39% | 178 | +263,367 | 42.88% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 876,033 | 79,307 | 0.3% | 0.29% | 179 | +78,594 | 9.86% | Q1 2026 | Apr 30, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 868,981 | 78,668 | 4.86% | 4.69% | 180 | +5,721 | 0.66% | Q1 2026 | Apr 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 863,242 | 78,149 | 0.05% | 0.01% | 181 | +723,276 | 516.75% | Q1 2026 | May 15, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 860,968 | 77,943 | 22.35% | 22.54% | 182 | +4,136 | 0.48% | Q1 2026 | Apr 23, 2026 |
| BROWN ADVISORY INC | History | Added to | 857,798 | 77,656 | 0.13% | 0.09% | 183 | +137,712 | 19.12% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 857,145 | 77,597 | 2.32% | 2.25% | 184 | +23,362 | 2.8% | Q1 2026 | May 13, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 853,952 | 77,308 | 9.95% | 10.68% | 185 | -3,094 | -0.36% | Q1 2026 | Apr 17, 2026 |
| Janney Capital Management LLC | History | No change | 838,033 | 74,970 | 4.71% | 4.71% | 186 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 810,685 | 73,446 | 5.07% | 5.59% | 187 | +88,181 | 12.2% | Q1 2026 | May 18, 2026 |
| BAILARD, INC. | History | Added to | 810,969 | 73,417 | 1.69% | 1.57% | 188 | +16,584 | 2.09% | Q1 2026 | May 11, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 806,398 | 73,003 | 8.62% | 7.35% | 189 | +69,369 | 9.41% | Q1 2026 | May 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 801,484 | 72,558 | 2.03% | 1.27% | 190 | +254,760 | 46.6% | Q1 2026 | Apr 28, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 1,133,104 | 72,524 | 1.73% | 1.54% | 191 | +38,260 | 3.49% | Q1 2026 | May 08, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 788,483 | 71,381 | 0.56% | 0.58% | 192 | -22,139 | -2.73% | Q1 2026 | May 01, 2026 |
| Planning Project LLC | History | No change | 791,868 | 70,840 | 17.8% | 17.8% | 193 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Opus Capital Group, LLC | History | Reduced | 780,448 | 70,654 | 7.6% | 7.76% | 194 | -20,008 | -2.5% | Q1 2026 | Apr 30, 2026 |
| Constellation Investments, Inc. | History | No change | 779,498 | 70,567 | 2.34% | 2.15% | 195 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Independent Advisor Alliance | History | Added to | 759,821 | 68,786 | 0.74% | 0.07% | 196 | +728,075 | 2293.44% | Q1 2026 | May 12, 2026 |
| INTRUST BANK NA | History | Added to | 755,267 | 68,374 | 5.57% | 5.53% | 197 | +9,002 | 1.21% | Q1 2026 | May 06, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 748,376 | 67,750 | 4.02% | 3.73% | 198 | +24,644 | 3.41% | Q1 2026 | May 11, 2026 |
| Midwest Trust Co | History | Added to | 747,893 | 67,706 | 0.84% | 0.78% | 199 | +53,567 | 7.71% | Q1 2026 | May 01, 2026 |
| Roth Financial Partners LLC | History | Reduced | 740,675 | 67,050 | 22.89% | 21.93% | 200 | -2,438 | -0.33% | Q1 2026 | Apr 21, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 740,327 | 67,014 | 0.1% | 0.1% | 201 | +49,744 | 7.2% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 736,098 | 66,638 | 0.18% | 0.23% | 202 | -213,969 | -22.52% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 731,705 | 66,241 | 0.65% | 0.7% | 203 | -64,699 | -8.12% | Q1 2026 | May 08, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 716,683 | 64,881 | 6.94% | 6.69% | 204 | +28,962 | 4.21% | Q1 2026 | May 06, 2026 |
| Cabot-Wellington, LLC | History | Reduced | 711,044 | 64,370 | 19.04% | 21.15% | 205 | -26,196 | -3.55% | Q1 2026 | May 06, 2026 |
| MASON STREET ADVISORS, LLC | History | Added to | 710,997 | 64,366 | 6.29% | 0.04% | 206 | +705,297 | 12373.63% | Q1 2026 | May 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 708,145 | 64,108 | 0.7% | 0.51% | 207 | +204,965 | 40.73% | Q1 2026 | Apr 20, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 702,396 | 63,587 | 1.37% | 1.43% | 208 | -21,180 | -2.93% | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 701,674 | 63,522 | 0.51% | 0.68% | 209 | +60,120 | 9.37% | Q1 2026 | May 15, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 700,828 | 63,445 | 5.7% | 5.58% | 210 | +30,228 | 4.51% | Q1 2026 | May 14, 2026 |
| RMR Wealth Builders | History | Added to | 694,475 | 62,870 | 4.95% | 4.66% | 211 | +43,675 | 6.71% | Q1 2026 | Apr 22, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 683,716 | 61,896 | 0.97% | 0.86% | 212 | +129,391 | 23.34% | Q1 2026 | May 04, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 685,189 | 61,193 | 6.32% | 6.32% | 213 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 669,791 | 60,636 | 0.52% | 0.44% | 214 | -2,235 | -0.33% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 665,598 | 60,256 | 1.08% | 1.07% | 215 | +12,293 | 1.88% | Q1 2026 | May 07, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 656,151 | 59,401 | 4.48% | 3.91% | 216 | +101,504 | 18.3% | Q1 2026 | Apr 27, 2026 |
| Jordan Park Group LLC | History | Added to | 654,923 | 59,290 | 3.16% | 3.27% | 217 | +23,605 | 3.74% | Q1 2026 | May 11, 2026 |
| Colony Family Offices, LLC | History | Added to | 652,280 | 59,050 | 14.56% | 14.54% | 218 | +1,353 | 0.21% | Q1 2026 | Apr 21, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 647,416 | 58,610 | 3.31% | 3.76% | 219 | +24,595 | 3.95% | Q1 2026 | May 11, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 645,510 | 58,438 | 4.88% | 3.82% | 220 | +118,157 | 22.41% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 634,319 | 58,298 | 0.55% | 0.67% | 221 | -68,574 | -9.76% | Q1 2026 | Apr 07, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 638,649 | 57,816 | 0.48% | 0.28% | 222 | +258,180 | 67.86% | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 638,337 | 57,788 | 0.85% | 0.72% | 223 | +119,490 | 23.03% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 637,728 | 57,733 | 0.67% | 0.76% | 224 | -58,623 | -8.42% | Q1 2026 | May 08, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 632,469 | 57,257 | 11.9% | 11.57% | 225 | +7,040 | 1.13% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 616,639 | 55,824 | 1.32% | 0.92% | 226 | +156,014 | 33.87% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | Added to | 613,832 | 55,570 | 4.74% | 4.37% | 227 | +62,723 | 11.38% | Q1 2026 | May 07, 2026 |
| Brickley Wealth Management | History | Added to | 613,612 | 55,550 | 9.53% | 9.17% | 228 | +5,357 | 0.88% | Q1 2026 | May 04, 2026 |
| Leverty Financial Group, LLC | History | Added to | 613,539 | 55,543 | 12.29% | 12.88% | 229 | +11,527 | 1.91% | Q1 2026 | Apr 09, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Added to | 605,220 | 54,790 | 6.97% | 6.75% | 230 | +27,950 | 4.84% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 598,914 | 54,219 | 0.05% | 0.04% | 231 | +20,000 | 3.45% | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 597,538 | 54,087 | 0.91% | 0.64% | 232 | +164,873 | 38.11% | Q1 2026 | May 05, 2026 |
| Parkside Investments, LLC | History | Reduced | 596,057 | 53,961 | 6.56% | 7.54% | 233 | -73,141 | -10.93% | Q1 2026 | Apr 08, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 595,160 | 53,879 | 3.29% | 3.29% | 234 | -2,518 | -0.42% | Q1 2026 | May 14, 2026 |
| Ledyard National Bank | History | Added to | 591,794 | 53,575 | 4.64% | 4.55% | 235 | +1,254 | 0.21% | Q1 2026 | Apr 24, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 579,092 | 53,212 | 1.09% | 1.0% | 236 | +52,752 | 10.02% | Q1 2026 | Apr 28, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 586,787 | 53,121 | 5.04% | 3.73% | 237 | +136,735 | 30.38% | Q1 2026 | May 11, 2026 |
| Fusion Family Wealth, LLC | History | Reduced | 584,673 | 52,930 | 3.95% | 3.97% | 238 | -1,203 | -0.21% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Added to | 566,224 | 51,260 | 0.65% | 0.64% | 239 | +78,022 | 15.98% | Q1 2026 | May 15, 2026 |
| BANK OF HAWAII | History | Added to | 566,128 | 51,251 | 2.68% | 2.48% | 240 | +6,079 | 1.09% | Q1 2026 | May 14, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 535,206 | 51,019 | 0.89% | 0.83% | 241 | +23,633 | 4.62% | Q1 2026 | May 15, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 560,000 | 50,696 | 1.86% | 2.14% | 242 | -155,000 | -21.68% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 559,047 | 50,595 | 0.1% | 0.09% | 243 | +16,929 | 3.12% | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | Reduced | 556,362 | 50,367 | 0.56% | 0.59% | 244 | -21,191 | -3.67% | Q1 2026 | May 05, 2026 |
| Pathstone Holdings, LLC | History | Added to | 546,728 | 49,512 | 0.2% | 0.17% | 245 | +57,751 | 11.81% | Q1 2026 | May 11, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 546,166 | 49,444 | 2.99% | 3.0% | 246 | -1,131 | -0.21% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 541,491 | 49,021 | 0.36% | 0.42% | 247 | -46,238 | -7.87% | Q1 2026 | Apr 15, 2026 |
| WHITTIER TRUST CO | History | Added to | 532,405 | 48,922 | 0.55% | 0.46% | 248 | +72,546 | 15.78% | Q1 2026 | Apr 28, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 533,940 | 48,337 | 14.49% | 14.33% | 249 | -16,782 | -3.05% | Q1 2026 | Apr 21, 2026 |
| COMMERCE BANK | History | Added to | 531,120 | 48,082 | 0.23% | 0.22% | 250 | +89,904 | 20.38% | Q1 2026 | May 11, 2026 |
| Alaska Wealth Advisors, LLC | History | Reduced | 527,727 | 47,775 | 5.74% | 6.52% | 251 | -44,383 | -7.76% | Q1 2026 | Apr 24, 2026 |
| Apella Capital, LLC | History | Added to | 487,168 | 47,493 | 0.7% | 0.79% | 252 | +39,381 | 8.79% | Q1 2026 | Apr 20, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 522,492 | 47,301 | 6.14% | 6.13% | 253 | -60,792 | -10.42% | Q1 2026 | Apr 10, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 519,903 | 47,066 | 8.49% | 8.71% | 254 | +6,694 | 1.3% | Q1 2026 | Apr 13, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 600,693 | 46,884 | 4.29% | 4.29% | 255 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 530,623 | 46,530 | 1.68% | 1.28% | 256 | +155,144 | 41.32% | Q1 2026 | May 15, 2026 |
| Stash Investments, LLC | History | Added to | 512,609 | 46,406 | 17.99% | 17.99% | 257 | +10,849 | 2.16% | Q1 2026 | Apr 02, 2026 |
| ISTHMUS PARTNERS, LLC | History | New | 510,828 | 46,245 | 4.85% | — | 258 | +510,828 | New | Q1 2026 | Apr 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 510,115 | 46,180 | 0.57% | 0.56% | 259 | +28,792 | 5.98% | Q1 2026 | May 08, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 509,667 | 46,140 | 4.04% | 4.11% | 260 | -16,676 | -3.17% | Q1 2026 | May 12, 2026 |
| SVB WEALTH LLC | History | Reduced | 508,385 | 46,024 | 3.03% | 2.82% | 261 | -25,580 | -4.79% | Q1 2026 | Apr 17, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 499,414 | 45,211 | 7.59% | 7.46% | 262 | +12,926 | 2.66% | Q1 2026 | Apr 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 496,120 | 44,913 | 3.0% | 3.9% | 263 | +16,611 | 3.46% | Q1 2026 | May 07, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 490,822 | 44,434 | 4.58% | 4.64% | 264 | -7,585 | -1.52% | Q1 2026 | May 07, 2026 |
| LM Advisors LLC | History | Added to | 4,022 | 44,428 | 0.7% | 0.63% | 265 | +887 | 28.29% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 494,531 | 44,240 | 0.78% | 0.78% | 266 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bishop & Co Investment Management, LLC | History | Added to | 488,522 | 44,225 | 15.17% | 8.22% | 267 | +211,092 | 76.09% | Q1 2026 | Apr 24, 2026 |
| VICUS CAPITAL | History | Added to | 487,806 | 44,161 | 3.25% | 3.15% | 268 | +17,775 | 3.78% | Q1 2026 | Apr 22, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 486,786 | 44,068 | 10.83% | 10.91% | 269 | -2,266 | -0.46% | Q1 2026 | Apr 03, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 483,128 | 43,737 | 1.81% | 1.84% | 270 | -9,978 | -2.02% | Q1 2026 | Apr 28, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 481,065 | 43,550 | 3.48% | 3.15% | 271 | +29,903 | 6.63% | Q1 2026 | May 14, 2026 |
| CBM Financial, LLC | History | Added to | 448,317 | 43,504 | 27.15% | 27.41% | 272 | +33,857 | 8.17% | Q1 2026 | May 12, 2026 |
| 71 West Capital Partners | History | Added to | 469,898 | 42,539 | 1.87% | 1.52% | 273 | +99,553 | 26.88% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 463,454 | 41,956 | 0.2% | 0.2% | 274 | -4,575 | -0.98% | Q1 2026 | Apr 24, 2026 |
| Probity Advisors, Inc. | History | Added to | 460,681 | 41,705 | 6.61% | 6.5% | 275 | +7,312 | 1.61% | Q1 2026 | Apr 28, 2026 |
| KINTRA WEALTH, LLC | History | New | 460,349 | 41,675 | 2.95% | — | 276 | +460,349 | New | Q1 2026 | May 15, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 459,840 | 41,629 | 3.98% | 1.6% | 277 | +272,170 | 145.03% | Q1 2026 | Apr 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 450,645 | 40,796 | 0.02% | 0.02% | 278 | +92,978 | 26.0% | Q1 2026 | May 15, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 449,577 | 40,700 | 1.8% | 1.87% | 279 | -14,144 | -3.05% | Q1 2026 | Apr 09, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Added to | 448,331 | 40,587 | 5.89% | 4.81% | 280 | +74,229 | 19.84% | Q1 2026 | Apr 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 444,614 | 40,250 | 0.5% | 0.44% | 281 | +48,147 | 12.14% | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 439,963 | 39,830 | 0.31% | 0.27% | 282 | +87,816 | 24.94% | Q1 2026 | Apr 07, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 439,624 | 39,799 | 0.64% | 0.55% | 283 | +141,654 | 47.54% | Q1 2026 | Apr 21, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 435,634 | 39,437 | 4.12% | 10.25% | 284 | -665,176 | -60.43% | Q1 2026 | May 04, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 431,983 | 39,107 | 4.48% | 4.38% | 285 | +12,010 | 2.86% | Q1 2026 | Apr 15, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 424,843 | 38,461 | 4.66% | 4.51% | 286 | -9,133 | -2.1% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 423,426 | 38,332 | 0.02% | 0.02% | 287 | -111,402 | -20.83% | Q1 2026 | May 11, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 415,923 | 37,653 | 2.79% | 3.04% | 288 | -40,387 | -8.85% | Q1 2026 | Apr 16, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 414,167 | 37,492 | 8.11% | 8.26% | 289 | +3,579 | 0.87% | Q1 2026 | Apr 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 407,939 | 36,936 | 0.03% | 0.04% | 290 | -88,302 | -17.79% | Q1 2026 | May 14, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 406,336 | 36,785 | 1.93% | 2.23% | 291 | -46,436 | -10.26% | Q1 2026 | Apr 29, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Reduced | 403,818 | 36,557 | 17.54% | 17.95% | 292 | -10,666 | -2.57% | Q1 2026 | Apr 14, 2026 |
| HILLMAN CO | History | Added to | 398,427 | 36,069 | 14.03% | 7.27% | 293 | +163,946 | 69.92% | Q1 2026 | Apr 23, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 395,336 | 35,789 | 7.28% | 7.12% | 294 | -8,478 | -2.1% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 395,025 | 35,761 | 0.41% | 0.36% | 295 | +34,563 | 9.59% | Q1 2026 | Apr 28, 2026 |
| Empire Life Investments Inc. | History | Reduced | 385,291 | 35,412 | 2.15% | 2.17% | 296 | -46,090 | -10.68% | Q1 2026 | May 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 388,100 | 35,134 | 0.02% | 0.02% | 297 | +48,956 | 14.44% | Q1 2026 | May 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 385,179 | 34,870 | 5.92% | 5.71% | 298 | +4,410 | 1.16% | Q1 2026 | May 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 382,253 | 34,605 | 0.38% | 0.51% | 299 | -40,483 | -9.58% | Q1 2026 | May 15, 2026 |
| Bull Oak Capital, LLC | History | Added to | 381,907 | 34,574 | 13.29% | 13.21% | 300 | +20,437 | 5.65% | Q1 2026 | May 11, 2026 |