iSHARES TRUST - IFRA
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 | 9,743,945 | 557,353 | 0.04% | 0.04% | 1 | -355,713 | -3.52% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,307,325 | 131,979 | 0.01% | 0.01% | 2 | +278,289 | 13.72% | Q1 2026 | May 15, 2026 |
| Wharton Business Group, LLC | History | Added to | 1,723,025 | 98,557 | 3.72% | 3.43% | 3 | +8,125 | 0.47% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 1,234,604 | 70,619 | 0.02% | 0.02% | 4 | +85,292 | 7.42% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 1,076,201 | 61,558 | 0.07% | 0.04% | 5 | +371,039 | 52.62% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 1,057,154 | 60,469 | 0.07% | 0.06% | 6 | +31,304 | 3.05% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 833,991 | 47,704 | 0.01% | 0.01% | 7 | +39,771 | 5.01% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 758,522 | 43,387 | 0.02% | 0.02% | 8 | +4,617 | 0.61% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 609,005 | 34,835 | 0.01% | 0.0% | 9 | +203,123 | 50.04% | Q1 2026 | May 11, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 563,997 | 32,260 | 2.42% | 0.05% | 10 | +551,034 | 4250.82% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 497,747 | 28,471 | 0.02% | 0.02% | 11 | +14,113 | 2.92% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Reduced | 434,020 | 24,825 | 0.02% | 0.02% | 12 | -3,776 | -0.86% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 410,444 | 23,480 | 0.03% | 0.04% | 13 | -70,891 | -14.73% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 403,878 | 23,095 | 0.01% | 0.0% | 14 | +61,056 | 17.81% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 405,618 | 22,941 | 0.01% | 0.01% | 15 | +233,940 | 136.27% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 391,663 | 22,403 | 0.01% | 0.01% | 16 | +20,822 | 5.61% | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 374,158 | 21,401 | 0.04% | 0.04% | 17 | -9,775 | -2.55% | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | Added to | 367,305 | 21,009 | 0.37% | 0.33% | 18 | +2,781 | 0.76% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 365,430 | 20,903 | 0.02% | 0.0% | 19 | +255,353 | 231.98% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 354,404 | 20,271 | 0.0% | 0.0% | 20 | +25,695 | 7.82% | Q1 2026 | May 05, 2026 |
| Compound Planning, Inc. | History | Reduced | 331,806 | 18,979 | 0.58% | 0.52% | 21 | -5,754 | -1.7% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 312,612 | 17,881 | 0.0% | 0.0% | 22 | +31,715 | 11.29% | Q1 2026 | May 04, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 306,736 | 17,545 | 0.38% | 0.35% | 23 | +8,803 | 2.95% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 304,436 | 17,413 | 0.02% | 0.02% | 24 | -21,993 | -6.74% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 222,318 | 12,716 | 0.04% | 0.03% | 25 | -4,066 | -1.8% | Q1 2026 | May 04, 2026 |
| Brio Consultants, LLC | History | Reduced | 186,337 | 11,714 | 1.43% | 1.29% | 26 | -1,945 | -1.03% | Q1 2026 | May 06, 2026 |
| TrustBank | History | Added to | 202,008 | 11,554 | 4.48% | 4.29% | 27 | +6,352 | 3.25% | Q1 2026 | May 04, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 184,424 | 10,549 | 5.56% | 5.59% | 28 | -7,436 | -3.88% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 182,906 | 10,463 | 0.01% | 0.01% | 29 | +26,849 | 17.2% | Q1 2026 | May 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 180,801 | 10,341 | 0.2% | 0.16% | 30 | +23,560 | 14.98% | Q1 2026 | Apr 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 169,959 | 9,722 | 0.02% | 0.01% | 31 | +49,781 | 41.42% | Q1 2026 | May 01, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Reduced | 166,100 | 9,500 | 0.22% | 0.28% | 32 | -30,600 | -15.56% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 150,452 | 8,607 | 0.01% | 0.01% | 33 | +5,373 | 3.7% | Q1 2026 | May 12, 2026 |
| NorthCoast Asset Management LLC | History | New | 135,847 | 7,770 | 0.18% | — | 34 | +135,847 | New | Q1 2026 | May 13, 2026 |
| Haven Private, LLC | History | Added to | 131,316 | 7,511 | 3.27% | 2.98% | 35 | +1,678 | 1.29% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 119,105 | 6,813 | 0.02% | 0.02% | 36 | +3,027 | 2.61% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 108,882 | 6,122 | 0.0% | 0.0% | 37 | -3,098 | -2.77% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 104,202 | 5,960 | 0.0% | 0.0% | 38 | -34,645 | -24.95% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 88,975 | 5,089 | 0.07% | 0.08% | 39 | -6,502 | -6.81% | Q1 2026 | May 13, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 83,660 | 4,785 | 1.63% | 1.48% | 40 | +7,362 | 9.65% | Q1 2026 | Apr 20, 2026 |
| Eagle Strategies LLC | History | Added to | 77,632 | 4,440 | 0.53% | 0.04% | 41 | +71,202 | 1107.34% | Q1 2026 | Apr 20, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 75,235 | 4,303 | 0.01% | 0.0% | 42 | +40,122 | 114.27% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 70,700 | 4,044 | 0.26% | 0.22% | 43 | +6,052 | 9.36% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 70,302 | 4,021 | 0.02% | 0.01% | 44 | +16,652 | 31.04% | Q1 2026 | Apr 30, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 68,326 | 3,908 | 2.85% | 2.69% | 45 | -2,437 | -3.44% | Q1 2026 | May 05, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 65,877 | 3,768 | 2.02% | 1.52% | 46 | +12,203 | 22.74% | Q1 2026 | Apr 20, 2026 |
| Silver Coast Investments LLC | History | Reduced | 62,664 | 3,584 | 1.14% | 1.16% | 47 | -1,314 | -2.05% | Q1 2026 | Apr 22, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 62,477 | 3,573 | 1.57% | 0.91% | 48 | +24,271 | 63.53% | Q1 2026 | Apr 27, 2026 |
| Paller Financial Services Inc | History | Reduced | 59,946 | 3,428 | 2.84% | 2.65% | 49 | -2,953 | -4.69% | Q1 2026 | Apr 28, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 59,845 | 3,423 | 0.03% | 0.04% | 50 | +1,386 | 2.37% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 59,324 | 3,393 | 0.01% | 0.0% | 51 | +52,618 | 784.64% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 54,210 | 3,100 | 0.0% | 0.01% | 52 | -10,459 | -16.17% | Q1 2026 | May 15, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 51,723 | 2,958 | 0.35% | 0.33% | 53 | -1,243 | -2.35% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 50,750 | 2,927 | 0.03% | 0.02% | 54 | +16,563 | 48.45% | Q1 2026 | Apr 07, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 51,155 | 2,926 | 0.16% | — | 55 | +51,155 | New | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 50,371 | 2,881 | 0.11% | 0.07% | 56 | +23,080 | 84.57% | Q1 2026 | May 19, 2026 |
| CWM, LLC | History | Reduced | 46,225 | 2,644 | 0.01% | 0.01% | 57 | -2,574 | -5.27% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 45,134 | 2,581 | 0.06% | 0.06% | 58 | -1,201 | -2.59% | Q1 2026 | Apr 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 42,826 | 2,450 | 0.01% | 0.01% | 59 | -4,732 | -9.95% | Q1 2026 | Apr 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 41,447 | 2,370 | 0.08% | 0.05% | 60 | +1,691 | 4.25% | Q1 2026 | Apr 23, 2026 |
| BG Investment Services, LLC | History | Reduced | 40,332 | 2,307 | 1.91% | 1.92% | 61 | -528 | -1.29% | Q1 2026 | May 08, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 39,341 | 2,250 | 0.12% | 0.12% | 62 | -848 | -2.11% | Q1 2026 | Apr 30, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 39,284 | 2,247 | 0.68% | 0.55% | 63 | +6,011 | 18.07% | Q1 2026 | Apr 15, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 37,162 | 2,125 | 0.35% | 0.31% | 64 | +731 | 2.01% | Q1 2026 | May 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 37,055 | 2,119 | 0.44% | 0.46% | 65 | -1,980 | -5.07% | Q1 2026 | Apr 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 36,477 | 2,086 | 0.03% | 0.01% | 66 | +28,574 | 361.56% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 36,333 | 2,078 | 0.0% | — | 67 | +36,333 | New | Q1 2026 | May 15, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 35,792 | 2,047 | 2.1% | 1.95% | 68 | -4,038 | -10.14% | Q1 2026 | Apr 21, 2026 |
| IHT Wealth Management, LLC | History | Added to | 35,151 | 2,010 | 0.05% | 0.04% | 69 | +7,381 | 26.58% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 35,925 | 1,895 | 0.01% | 0.02% | 70 | -6,681 | -15.68% | Q1 2026 | May 15, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 32,873 | 1,880 | 1.02% | 1.02% | 71 | -1,653 | -4.79% | Q1 2026 | Apr 27, 2026 |
| Financial Partners Group, Inc | History | Reduced | 32,768 | 1,874 | 0.22% | 0.21% | 72 | -149 | -0.45% | Q1 2026 | Apr 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 32,484 | 1,858 | 0.0% | 0.0% | 73 | +1,945 | 6.37% | Q1 2026 | May 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 31,359 | 1,793 | 0.08% | 0.07% | 74 | -1,059 | -3.27% | Q1 2026 | May 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 30,491 | 1,744 | 0.06% | 0.06% | 75 | -1,596 | -4.97% | Q1 2026 | May 07, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 30,438 | 1,741 | 0.51% | 0.19% | 76 | +18,579 | 156.67% | Q1 2026 | May 04, 2026 |
| WARNER FINANCIAL, INC | History | Reduced | 30,383 | 1,738 | 0.6% | 0.56% | 77 | -116 | -0.38% | Q1 2026 | Apr 08, 2026 |
| Cerity Partners LLC | History | Added to | 30,287 | 1,732 | 0.0% | 0.0% | 78 | +3,180 | 11.73% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 29,734 | 1,700 | 0.05% | 0.0% | 79 | +28,195 | 1832.03% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 26,274 | 1,587 | 0.03% | — | 80 | +26,274 | New | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Reduced | 27,594 | 1,578 | 0.03% | 0.03% | 81 | -570 | -2.02% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 27,461 | 1,570 | 0.1% | 0.08% | 82 | +5,059 | 22.58% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 26,873 | 1,537 | 0.01% | 0.01% | 83 | -238 | -0.88% | Q1 2026 | Apr 24, 2026 |
| Arkadios Wealth Advisors | History | Added to | 26,683 | 1,526 | 0.02% | 0.01% | 84 | +20,900 | 361.4% | Q1 2026 | May 18, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 25,984 | 1,486 | 0.02% | 0.03% | 85 | -26,369 | -50.37% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 25,947 | 1,484 | 0.7% | 0.61% | 86 | +1,039 | 4.17% | Q1 2026 | Apr 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 25,588 | 1,461 | 0.0% | 0.0% | 87 | +2,039 | 8.66% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 25,257 | 1,444 | 0.01% | 0.01% | 88 | -6,669 | -20.89% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 24,605 | 1,407 | 0.0% | 0.0% | 89 | +7,815 | 46.55% | Q1 2026 | May 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 24,380 | 1,386 | 0.17% | 0.18% | 90 | -1,404 | -5.45% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 23,834 | 1,363 | 0.01% | — | 91 | +23,834 | New | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 23,551 | 1,347 | 0.0% | 0.0% | 92 | +23,296 | 9135.69% | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 22,602 | 1,292 | 0.01% | 0.01% | 93 | +341 | 1.53% | Q1 2026 | Apr 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 22,573 | 1,290 | 0.01% | 0.01% | 94 | +4,789 | 26.93% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 20,535 | 1,285 | 0.1% | 0.08% | 95 | +3,869 | 23.21% | Q1 2026 | May 01, 2026 |
| Forthright Family Wealth Advisory LLC | History | Reduced | 29,148 | 1,263 | 0.85% | 1.66% | 96 | -20,963 | -41.83% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 21,956 | 1,255 | 0.03% | 0.03% | 97 | +555 | 2.59% | Q1 2026 | May 15, 2026 |
| Alpha Financial Partners LLC | History | Reduced | 21,811 | 1,247 | 0.74% | 1.18% | 98 | -15,062 | -40.85% | Q1 2026 | May 13, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 21,559 | 1,233 | 0.13% | 0.09% | 99 | +5,400 | 33.42% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Reduced | 21,513 | 1,230 | 0.0% | 0.0% | 100 | -2,017 | -8.57% | Q1 2026 | May 14, 2026 |
| HERBST GROUP, LLC | History | Reduced | 21,260 | 1,216 | 0.75% | 0.69% | 101 | -882 | -3.98% | Q1 2026 | Apr 09, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 21,140 | 1,209 | 0.0% | 0.0% | 102 | +720 | 3.53% | Q1 2026 | May 15, 2026 |
| Yakira Capital Management, Inc. | History | New | 20,543 | 1,175 | 0.34% | — | 103 | +20,543 | New | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 20,104 | 1,149 | 0.01% | 0.01% | 104 | -40 | -0.2% | Q1 2026 | May 08, 2026 |
| Banque Cantonale Vaudoise | History | New | 19,904 | 1,139 | 0.04% | — | 105 | +19,904 | New | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 19,755 | 1,129 | 0.0% | 0.0% | 106 | -5,480 | -21.72% | Q1 2026 | May 15, 2026 |
| Apeiron RIA LLC | History | New | 19,474 | 1,113 | 0.26% | — | 107 | +19,474 | New | Q1 2026 | Apr 27, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 19,170 | 1,097 | 0.06% | 0.05% | 108 | -197 | -1.02% | Q1 2026 | May 12, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 18,182 | 1,040 | 0.88% | 0.75% | 109 | +903 | 5.23% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 18,008 | 1,038 | 0.0% | 0.0% | 110 | -1,348 | -6.96% | Q1 2026 | Apr 08, 2026 |
| Sound Financial Strategies Group, LLC | History | Reduced | 17,732 | 1,014 | 0.69% | 0.93% | 111 | -7,179 | -28.82% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 17,551 | 1,003 | 0.01% | 0.0% | 112 | +7,604 | 76.45% | Q1 2026 | Apr 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 17,270 | 987 | 0.04% | 0.04% | 114 | +1,526 | 9.69% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 17,250 | 987 | 0.01% | 0.01% | 113 | -110 | -0.63% | Q1 2026 | Apr 07, 2026 |
| COMERICA BANK | History | No change | 18,448 | 970 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 16,809 | 961 | 0.0% | 0.0% | 116 | +3,099 | 22.6% | Q1 2026 | May 13, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 16,780 | 959 | 0.63% | 0.61% | 117 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 16,692 | 954 | 0.02% | 0.02% | 118 | +81 | 0.49% | Q1 2026 | Apr 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 16,591 | 949 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Copia Wealth Management | History | Reduced | 16,200 | 926 | 0.64% | 0.94% | 120 | -8,678 | -34.88% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 15,900 | 909 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Maia Wealth LLC | History | Reduced | 15,701 | 898 | 0.15% | 0.17% | 122 | -573 | -3.52% | Q1 2026 | May 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 15,573 | 890 | 0.65% | 0.32% | 123 | +8,207 | 111.42% | Q1 2026 | Apr 27, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 15,462 | 884 | 0.1% | 0.09% | 124 | -683 | -4.23% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 15,447 | 883 | 0.0% | 0.0% | 125 | -403 | -2.54% | Q1 2026 | Apr 27, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 15,359 | 878 | 0.0% | 0.0% | 126 | +1,679 | 12.27% | Q1 2026 | May 15, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 15,231 | 871 | 0.12% | 0.11% | 127 | +531 | 3.61% | Q1 2026 | May 13, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 15,027 | 859 | 0.12% | 0.22% | 128 | -405 | -2.62% | Q1 2026 | May 12, 2026 |
| SWMG, LLC | History | Added to | 14,681 | 839 | 0.24% | 0.24% | 129 | +70 | 0.48% | Q1 2026 | Apr 24, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 13,735 | 817 | 0.02% | 0.02% | 130 | +2,365 | 20.8% | Q1 2026 | May 04, 2026 |
| Indivisible Partners | History | Added to | 14,246 | 814 | 0.07% | 0.08% | 131 | +848 | 6.33% | Q1 2026 | Apr 30, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 13,654 | 781 | 0.16% | 0.15% | 132 | +48 | 0.35% | Q1 2026 | May 05, 2026 |
| Financial Perspectives, Inc | History | No change | 13,635 | 779 | 0.22% | 0.19% | 133 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 13,254 | 758 | 0.06% | 0.05% | 134 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 12,818 | 733 | 0.12% | 0.13% | 135 | -1,511 | -10.55% | Q1 2026 | Apr 21, 2026 |
| KPP Advisory Services LLC | History | Reduced | 12,583 | 719 | 0.1% | 0.12% | 136 | -3,132 | -19.93% | Q1 2026 | Apr 24, 2026 |
| Lewis Asset Management, LLC | History | Added to | 12,389 | 708 | 0.29% | 0.08% | 137 | +8,577 | 225.0% | Q1 2026 | Apr 21, 2026 |
| Balboa Wealth Partners | History | Added to | 12,150 | 694 | 0.12% | 0.09% | 138 | +2,204 | 22.16% | Q1 2026 | Apr 16, 2026 |
| Creekside Partners | History | Added to | 12,145 | 694 | 0.29% | 0.27% | 139 | +11 | 0.09% | Q1 2026 | Apr 21, 2026 |
| Clifford Group, LLC | History | Added to | 12,125 | 693 | 0.53% | 0.48% | 140 | +403 | 3.44% | Q1 2026 | May 15, 2026 |
| SAXON INTERESTS, INC. | History | New | 11,904 | 680 | 0.23% | — | 142 | +11,904 | New | Q1 2026 | Apr 29, 2026 |
| Factor Wealth Management LTD | History | Reduced | 11,889 | 680 | 0.13% | 0.16% | 141 | -2,090 | -14.95% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 11,707 | 669 | 0.01% | 0.01% | 143 | -667 | -5.39% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,679 | 668 | 0.01% | 0.01% | 144 | -22 | -0.19% | Q1 2026 | Apr 22, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 11,528 | 659 | 0.38% | 0.37% | 145 | +227 | 2.01% | Q1 2026 | Apr 22, 2026 |
| Waverly Advisors, LLC | History | Reduced | 11,489 | 657 | 0.0% | 0.0% | 146 | -142 | -1.22% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 11,310 | 646 | 0.0% | — | 147 | +11,310 | New | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 11,171 | 638 | 0.02% | 0.01% | 148 | +5,241 | 88.38% | Q1 2026 | Apr 08, 2026 |
| Pines Wealth Management, LLC | History | Added to | 11,138 | 637 | 0.21% | 0.17% | 149 | +1,254 | 12.69% | Q1 2026 | Apr 08, 2026 |
| Sage Capital Management, LLC | History | Added to | 11,021 | 630 | 0.3% | 0.27% | 150 | +14 | 0.13% | Q1 2026 | Apr 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 10,205 | 629 | 0.02% | 0.02% | 151 | -236 | -2.26% | Q1 2026 | May 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 10,943 | 625 | 0.05% | 0.04% | 152 | -81 | -0.73% | Q1 2026 | Apr 08, 2026 |
| CENTRAL TRUST Co | History | No change | 10,560 | 604 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 10,505 | 600 | 0.01% | 0.03% | 154 | -15,251 | -59.21% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 10,373 | 593 | 0.0% | 0.01% | 155 | -27,865 | -72.87% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 10,313 | 589 | 0.0% | 0.0% | 156 | -236 | -2.24% | Q1 2026 | May 13, 2026 |
| Keebeck Wealth Management | History | Reduced | 10,289 | 588 | 0.07% | 0.07% | 157 | -1,041 | -9.19% | Q1 2026 | May 14, 2026 |
| EJMK Ventures LLC | History | Reduced | 10,177 | 582 | 0.33% | 0.38% | 158 | -1,573 | -13.39% | Q1 2026 | Apr 24, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 10,146 | 580 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 10,114 | 578 | 0.07% | 0.05% | 160 | +1,502 | 17.44% | Q1 2026 | May 01, 2026 |
| TPG Advisors LLC | History | New | 9,918 | 567 | 0.35% | — | 161 | +9,918 | New | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Added to | 9,872 | 564 | 0.0% | 0.0% | 162 | +1,779 | 21.98% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 9,795 | 560 | 0.01% | 0.01% | 163 | -42 | -0.43% | Q1 2026 | Apr 20, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 9,765 | 558 | 0.06% | 0.03% | 164 | +3,550 | 57.12% | Q1 2026 | May 08, 2026 |
| Allen Capital Group, LLC | History | No change | 10,560 | 555 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 9,276 | 530 | 0.01% | 0.01% | 166 | -1,130 | -10.86% | Q1 2026 | May 11, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 9,120 | 521 | 0.18% | 0.26% | 167 | -4,925 | -35.07% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Reduced | 9,050 | 519 | 0.0% | 0.0% | 169 | -7,874 | -46.53% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 9,084 | 519 | 0.0% | 0.0% | 168 | +238 | 2.69% | Q1 2026 | May 14, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 8,686 | 514 | 0.14% | 0.09% | 170 | +2,558 | 41.74% | Q1 2026 | Apr 30, 2026 |
| Gotham Asset Management, LLC | History | Added to | 8,992 | 514 | 0.0% | 0.0% | 171 | +222 | 2.53% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Reduced | 8,985 | 513 | 0.01% | 0.01% | 172 | -209 | -2.27% | Q1 2026 | May 12, 2026 |
| SteelPeak Wealth, LLC | History | New | 8,844 | 505 | 0.02% | — | 173 | +8,844 | New | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 8,656 | 495 | 0.01% | 0.01% | 174 | +778 | 9.88% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 8,616 | 492 | 0.01% | 0.0% | 175 | +4,152 | 93.01% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 8,436 | 482 | 0.01% | 0.01% | 176 | -148 | -1.72% | Q1 2026 | May 13, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 7,922 | 478 | 0.03% | 0.03% | 177 | -83 | -1.04% | Q1 2026 | May 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,354 | 477 | 0.0% | 0.0% | 178 | +38 | 0.46% | Q1 2026 | Apr 27, 2026 |
| PKS Advisory Services, LLC | History | New | 8,327 | 476 | 0.11% | — | 179 | +8,327 | New | Q1 2026 | May 13, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 8,206 | 469 | 0.2% | 0.27% | 180 | -3,821 | -31.77% | Q1 2026 | May 01, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 8,135 | 465 | 0.08% | 0.08% | 181 | +16 | 0.2% | Q1 2026 | Apr 29, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 8,129 | 464 | 0.01% | 0.01% | 182 | +447 | 5.82% | Q1 2026 | May 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 7,992 | 457 | 0.03% | 0.03% | 183 | -1,118 | -12.27% | Q1 2026 | Apr 09, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 7,956 | 455 | 0.1% | 0.09% | 184 | +173 | 2.22% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 7,827 | 447 | 0.01% | 0.01% | 185 | -1,591 | -16.89% | Q1 2026 | May 01, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 7,799 | 446 | 0.06% | 0.06% | 186 | -390 | -4.76% | Q1 2026 | Apr 15, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 7,772 | 444 | 0.03% | 0.04% | 187 | +2,898 | 59.46% | Q1 2026 | May 15, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 7,694 | 440 | 0.12% | 0.11% | 188 | +50 | 0.65% | Q1 2026 | May 07, 2026 |
| Sage Mountain Advisors LLC | History | No change | 7,682 | 439 | 0.03% | 0.02% | 189 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Reduced | 7,553 | 432 | 0.01% | 0.01% | 190 | -1,947 | -20.49% | Q1 2026 | May 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 7,491 | 428 | 0.02% | 0.02% | 191 | -572 | -7.09% | Q1 2026 | May 18, 2026 |
| Fiduciary Alliance LLC | History | New | 7,038 | 415 | 0.03% | — | 192 | +7,038 | New | Q1 2026 | Apr 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 7,172 | 410 | 0.0% | 0.0% | 193 | +142 | 2.02% | Q1 2026 | May 13, 2026 |
| Lakeshore Financial Planning, Inc. | History | New | 7,073 | 404 | 0.15% | — | 194 | +7,073 | New | Q1 2026 | May 07, 2026 |
| BIP Wealth, LLC | History | No change | 7,054 | 403 | 0.02% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sun Group Wealth Partners | History | New | 6,944 | 397 | 0.31% | — | 196 | +6,944 | New | Q1 2026 | May 06, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 6,926 | 396 | 0.02% | 0.02% | 197 | -390 | -5.33% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,921 | 395 | 0.01% | 0.01% | 198 | -297 | -4.11% | Q1 2026 | Apr 07, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 6,854 | 392 | 0.04% | 0.04% | 199 | -144 | -2.06% | Q1 2026 | Apr 16, 2026 |
| Allworth Financial LP | History | Reduced | 6,849 | 391 | 0.0% | 0.0% | 200 | -24 | -0.35% | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 6,779 | 387 | 0.03% | 0.03% | 201 | +178 | 2.7% | Q1 2026 | Apr 23, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 6,701 | 383 | 0.01% | 0.01% | 202 | +78 | 1.18% | Q1 2026 | May 11, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 6,664 | 381 | 0.04% | 0.03% | 203 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 6,592 | 377 | 0.12% | 0.13% | 204 | -616 | -8.55% | Q1 2026 | May 01, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 6,581 | 376 | 0.02% | 0.02% | 205 | +32 | 0.49% | Q1 2026 | May 15, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 6,545 | 374 | 0.07% | 0.1% | 206 | +1,612 | 32.68% | Q1 2026 | Apr 29, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 6,080 | 372 | 0.05% | 0.05% | 207 | -190 | -3.03% | Q1 2026 | Apr 28, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 6,495 | 371 | 0.0% | 0.0% | 208 | +378 | 6.18% | Q1 2026 | May 14, 2026 |
| Columbus Macro, LLC | History | New | 6,472 | 370 | 0.04% | — | 209 | +6,472 | New | Q1 2026 | Apr 21, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 6,437 | 368 | 0.25% | 0.22% | 210 | -35 | -0.54% | Q1 2026 | Apr 17, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 6,422 | 367 | 0.06% | 0.06% | 211 | -18 | -0.28% | Q1 2026 | May 06, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,399 | 366 | 0.02% | 0.02% | 212 | +18 | 0.28% | Q1 2026 | Apr 24, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 6,873 | 361 | 0.22% | 0.22% | 213 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 6,282 | 359 | 0.04% | 0.04% | 214 | -96 | -1.51% | Q1 2026 | Apr 21, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 6,228 | 356 | 0.04% | 0.03% | 215 | -174 | -2.72% | Q1 2026 | Apr 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 6,199 | 354 | 0.02% | 0.01% | 216 | +2,987 | 93.0% | Q1 2026 | Apr 28, 2026 |
| Mosley Wealth Management | History | Added to | 6,692 | 353 | 0.16% | 0.16% | 217 | +13 | 0.19% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | Added to | 6,034 | 345 | 0.03% | 0.02% | 218 | +66 | 1.11% | Q1 2026 | Apr 14, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 6,001 | 343 | 0.03% | 0.03% | 219 | -2,370 | -28.31% | Q1 2026 | May 14, 2026 |
| Concorde Asset Management, LLC | History | No change | 6,525 | 343 | 0.14% | 0.14% | 220 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 5,957 | 340 | 0.01% | — | 221 | +5,957 | New | Q1 2026 | Apr 20, 2026 |
| Asempa Wealth Advisors | History | Added to | 5,880 | 339 | 0.3% | 0.27% | 222 | +14 | 0.24% | Q1 2026 | Apr 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 14,208 | 338 | 0.02% | 0.0% | 223 | -7,606 | -34.87% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 5,905 | 337 | 0.01% | 0.01% | 224 | -3,999 | -40.38% | Q1 2026 | Apr 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 5,860 | 335 | 0.0% | 0.0% | 225 | +728 | 14.19% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 5,766 | 329 | 0.0% | — | 226 | +5,766 | New | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 5,740 | 328 | 0.0% | 0.0% | 227 | -4,981 | -46.46% | Q1 2026 | May 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 5,748 | 328 | 0.04% | 0.03% | 228 | +395 | 7.38% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,555 | 317 | 0.01% | 0.0% | 229 | +4,025 | 263.07% | Q1 2026 | May 15, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 5,513 | 315 | 0.05% | 0.05% | 230 | -126 | -2.23% | Q1 2026 | Apr 17, 2026 |
| Magnus Financial Group LLC | History | Reduced | 5,470 | 312 | 0.03% | 0.02% | 231 | -9 | -0.16% | Q1 2026 | Apr 10, 2026 |
| J. Mark Nickell & Co. | History | No change | 5,304 | 303 | 0.31% | 0.26% | 232 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,294 | 302 | 0.0% | — | 233 | +5,294 | New | Q1 2026 | May 14, 2026 |
| Calder Financial LLC | History | New | 5,231 | 301 | 0.3% | — | 234 | +5,231 | New | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,703 | 300 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 5,231 | 299 | 0.04% | 0.04% | 236 | -19 | -0.36% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 5,205 | 297 | 0.0% | 0.0% | 237 | +781 | 17.65% | Q1 2026 | May 15, 2026 |
| Scarborough Advisors, LLC | History | Added to | 5,035 | 287 | 0.03% | 0.04% | 238 | +56 | 1.12% | Q1 2026 | May 07, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 5,000 | 286 | 0.02% | — | 239 | +5,000 | New | Q1 2026 | May 15, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 4,932 | 282 | 0.04% | 0.03% | 240 | +27 | 0.55% | Q1 2026 | May 04, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 4,924 | 281 | 0.03% | 0.02% | 241 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 4,874 | 278 | 0.24% | 0.22% | 242 | +16 | 0.33% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 4,790 | 274 | 0.0% | 0.0% | 243 | +708 | 17.34% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 4,715 | 269 | 0.01% | 0.01% | 244 | -242 | -4.88% | Q1 2026 | Apr 15, 2026 |
| West Wealth Group, LLC | History | Reduced | 4,689 | 268 | 0.05% | 0.05% | 245 | -200 | -4.09% | Q1 2026 | May 11, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 4,596 | 262 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Wealth Management Associates, Inc. | History | No change | 4,575 | 261 | 0.09% | 0.08% | 247 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | New | 4,530 | 259 | 0.0% | — | 249 | +4,530 | New | Q1 2026 | Apr 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,532 | 259 | 0.0% | 0.0% | 248 | +1,455 | 47.29% | Q1 2026 | May 07, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 4,526 | 258 | 0.18% | 0.17% | 250 | -198 | -4.19% | Q1 2026 | Apr 15, 2026 |
| Apollon Financial, LLC | History | No change | 4,458 | 254 | 0.04% | 0.03% | 251 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 4,411 | 252 | 0.15% | 0.15% | 252 | +8 | 0.18% | Q1 2026 | Apr 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 4,403 | 251 | 0.01% | 0.01% | 253 | +87 | 2.02% | Q1 2026 | Apr 28, 2026 |
| OPPENHEIMER & CO INC | History | New | 4,332 | 247 | 0.0% | — | 254 | +4,332 | New | Q1 2026 | Apr 23, 2026 |
| Atria Investments, Inc | History | Added to | 4,304 | 246 | 0.0% | 0.0% | 255 | +360 | 9.13% | Q1 2026 | May 05, 2026 |
| Cladis Investment Advisory, LLC | History | No change | 4,300 | 245 | 0.13% | 0.12% | 256 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 4,240 | 242 | 0.0% | 0.0% | 257 | -146 | -3.33% | Q1 2026 | Apr 10, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 4,230 | 241 | 0.03% | — | 258 | +4,230 | New | Q1 2026 | Apr 16, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 4,200 | 240 | 0.0% | — | 259 | +4,200 | New | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 4,111 | 235 | 0.0% | 0.0% | 260 | -618 | -13.07% | Q1 2026 | May 13, 2026 |
| FIRST HORIZON CORP | History | No change | 4,099 | 234 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Savvy Advisors, Inc. | History | New | 4,075 | 233 | 0.01% | — | 262 | +4,075 | New | Q1 2026 | May 11, 2026 |
| Firestone Capital Management | History | No change | 4,064 | 232 | 0.05% | 0.05% | 263 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,026 | 230 | 0.0% | 0.0% | 264 | +1,397 | 53.14% | Q1 2026 | May 11, 2026 |
| PFG Advisors | History | Reduced | 3,981 | 227 | 0.01% | 0.01% | 265 | -165 | -3.98% | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | New | 3,921 | 224 | 0.0% | — | 266 | +3,921 | New | Q1 2026 | Apr 16, 2026 |
| CFS Investment Advisory Services, LLC | History | New | 3,740 | 223 | 0.02% | — | 267 | +3,740 | New | Q1 2026 | Apr 29, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | New | 3,859 | 220 | 0.15% | — | 268 | +3,859 | New | Q1 2026 | Apr 14, 2026 |
| J. Safra Sarasin Holding AG | History | New | 3,846 | 216 | 0.0% | — | 269 | +3,846 | New | Q1 2026 | May 04, 2026 |
| United Advisor Group, LLC | History | New | 3,710 | 212 | 0.03% | — | 270 | +3,710 | New | Q1 2026 | Apr 17, 2026 |
| D.A. DAVIDSON & CO. | History | New | 3,701 | 211 | 0.0% | — | 271 | +3,701 | New | Q1 2026 | May 05, 2026 |
| Vawter Financial, Ltd. | History | New | 3,670 | 209 | 0.09% | — | 272 | +3,670 | New | Q1 2026 | May 15, 2026 |
| Fortitude Financial, LLC | History | Reduced | 3,635 | 207 | 0.11% | 0.18% | 273 | -464 | -11.32% | Q1 2026 | Apr 23, 2026 |
| WealthPlan Investment Management, LLC | History | New | 3,610 | 206 | 0.01% | — | 274 | +3,610 | New | Q1 2026 | Apr 29, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 3,600 | 205 | 0.03% | 0.04% | 275 | -1,123 | -23.78% | Q1 2026 | Apr 29, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 3,559 | 203 | 0.17% | 0.21% | 276 | -419 | -10.53% | Q1 2026 | Apr 27, 2026 |
| Mountain Capital Investment Advisors Inc. | History | New | 3,306 | 202 | 0.03% | — | 277 | +3,306 | New | Q1 2026 | May 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 3,455 | 197 | 0.1% | 0.0% | 278 | +3,415 | 8537.5% | Q1 2026 | May 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 3,360 | 192 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Spire Wealth Management | History | Reduced | 3,195 | 182 | 0.01% | 0.01% | 280 | -279 | -8.03% | Q1 2026 | Apr 22, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 3,132 | 179 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Front Row Advisors LLC | History | No change | 3,047 | 174 | 0.06% | 0.05% | 282 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 2,785 | 159 | 0.03% | 0.02% | 283 | +14 | 0.51% | Q1 2026 | May 20, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 2,750 | 157 | 0.02% | 0.02% | 284 | -517 | -15.82% | Q1 2026 | Apr 24, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 2,724 | 155 | 0.03% | 0.03% | 285 | -37 | -1.34% | Q1 2026 | Apr 30, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,687 | 153 | 0.01% | 0.0% | 286 | +1,149 | 74.71% | Q1 2026 | Apr 24, 2026 |
| Northwest Capital Management Inc | History | No change | 2,808 | 147 | 0.64% | 0.64% | 287 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,414 | 138 | 0.01% | 0.01% | 288 | +26 | 1.09% | Q1 2026 | Apr 30, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 2,240 | 128 | 0.04% | 0.05% | 289 | -388 | -14.76% | Q1 2026 | Apr 24, 2026 |
| BlackRock, Inc. | History | Added to | 2,186 | 125 | 0.0% | 0.0% | 290 | +695 | 46.61% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 2,177 | 124 | 0.0% | 0.0% | 291 | -402 | -15.59% | Q1 2026 | May 06, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 2,141 | 122 | 0.01% | 0.0% | 293 | +1,765 | 469.41% | Q1 2026 | Apr 20, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 2,146 | 122 | 0.06% | 0.06% | 292 | -295 | -12.09% | Q1 2026 | Apr 24, 2026 |
| Kilter Group LLC | History | No change | 2,129 | 121 | 0.05% | 0.05% | 294 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Grove Bank & Trust | History | No change | 2,000 | 114 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Activest Wealth Management | History | Added to | 1,900 | 108 | 0.02% | 0.01% | 296 | +1,260 | 196.88% | Q1 2026 | Apr 15, 2026 |
| WealthShield Partners, LLC | History | Reduced | 1,845 | 105 | 0.01% | 0.01% | 297 | -64 | -3.35% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,736 | 99 | 0.0% | 0.0% | 298 | +446 | 34.57% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,688 | 96 | 0.02% | — | 300 | +1,688 | New | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,688 | 96 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | May 12, 2026 |