iSHARES TRUST - IGF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | History | Added to | 35,024,708 | 2,346,655 | 0.31% | 0.27% | 1 | +310,454 | 0.89% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 17,429,718 | 1,167,791 | 0.02% | 0.02% | 2 | -842,326 | -4.61% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 10,822,105 | 725,081 | 0.19% | 0.16% | 3 | +1,034,788 | 10.57% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 3,722,667 | 249,419 | 0.99% | 0.87% | 4 | +43,952 | 1.19% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 3,018,810 | 202,260 | 0.25% | 0.17% | 5 | +594,076 | 24.5% | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | Added to | 2,668,843 | 178,812 | 2.88% | 1.5% | 6 | +1,224,062 | 84.72% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 2,420,129 | 162,148 | 2.26% | 2.05% | 7 | +44,619 | 1.88% | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 2,139,470 | 142,317 | 0.15% | 0.11% | 8 | +326,300 | 18.0% | Q1 2026 | Apr 22, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 1,932,969 | 129,508 | 0.12% | 0.1% | 9 | -175,640 | -8.33% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 1,860,164 | 124,607 | 0.15% | 0.13% | 10 | +118,140 | 6.78% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,521,323 | 102,028 | 0.3% | 0.24% | 11 | +885,651 | 139.33% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,435,039 | 96,147 | 0.18% | 0.27% | 12 | +69,476 | 5.09% | Q1 2026 | May 01, 2026 |
| American Family Investments, Inc. | History | New | 1,370,709 | 91,837 | 2.42% | — | 13 | +1,370,709 | New | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,361,401 | 91,213 | 0.01% | 0.0% | 14 | +341,222 | 33.45% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 1,104,033 | 73,970 | 0.06% | 0.07% | 15 | -214,138 | -16.25% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,030,968 | 69,074 | 0.52% | 0.46% | 16 | +32,823 | 3.29% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 810,702 | 54,317 | 0.03% | 0.03% | 17 | -89,380 | -9.93% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 786,350 | 52,685 | 0.01% | 0.02% | 18 | -88,923 | -10.16% | Q1 2026 | May 04, 2026 |
| NEPC LLC | History | Reduced | 781,673 | 52,372 | 1.04% | 1.09% | 19 | -52,484 | -6.29% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 716,137 | 47,981 | 0.0% | 0.0% | 20 | +40,225 | 5.95% | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | Added to | 709,906 | 47,563 | 1.85% | 1.64% | 21 | +32,685 | 4.83% | Q1 2026 | Apr 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 688,523 | 46,131 | 0.02% | 0.01% | 22 | +266,650 | 63.21% | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Added to | 683,235 | 45,776 | 0.01% | 0.0% | 23 | +388,909 | 132.14% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Added to | 669,867 | 44,881 | 0.25% | 0.22% | 24 | +41,977 | 6.69% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 638,459 | 42,776 | 0.01% | 0.01% | 25 | +1,386 | 0.22% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 628,227 | 42,091 | 0.07% | 0.09% | 26 | -103,986 | -14.2% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 577,652 | 38,702 | 0.84% | 0.43% | 27 | +241,326 | 71.75% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 547,015 | 36,360 | 0.0% | 0.0% | 28 | +109,762 | 25.1% | Q1 2026 | May 13, 2026 |
| CI INVESTMENTS INC. | History | Added to | 526,102 | 35,248 | 0.17% | 0.13% | 29 | +29,910 | 6.03% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 524,125 | 35,116 | 0.01% | 0.01% | 30 | +9,904 | 1.93% | Q1 2026 | May 05, 2026 |
| CIBC Bancorp USA Inc. | History | New | 510,040 | 34,172 | 0.05% | — | 31 | +510,040 | New | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 483,831 | 32,416 | 0.0% | 0.01% | 32 | -261,881 | -35.12% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 452,142 | 30,293 | 0.24% | 0.22% | 33 | -1,106 | -0.24% | Q1 2026 | May 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 443,743 | 29,730 | 0.01% | 0.01% | 34 | +30,946 | 7.5% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 437,534 | 29,314 | 0.0% | 0.0% | 35 | -6,866 | -1.55% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 420,094 | 25,776 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 363,730 | 24,369 | 0.0% | 0.0% | 37 | +197,730 | 119.11% | Q1 2026 | May 15, 2026 |
| COUNTRY TRUST BANK | History | Added to | 356,905 | 23,912 | 0.45% | 0.39% | 38 | +4,849 | 1.38% | Q1 2026 | Apr 10, 2026 |
| Heartland Bank & Trust Co | History | Added to | 348,959 | 23,380 | 5.29% | 8.61% | 39 | +17,319 | 5.22% | Q1 2026 | May 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 331,471 | 22,208 | 0.48% | 0.28% | 40 | +124,294 | 59.99% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 321,496 | 21,540 | 0.0% | 0.0% | 41 | +80,910 | 33.63% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 320,833 | 21,495 | 0.03% | 0.02% | 42 | +47,288 | 17.29% | Q1 2026 | May 15, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 296,200 | 19,845 | 8.61% | 8.13% | 43 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 284,302 | 19,048 | 2.45% | 1.99% | 44 | +46,783 | 19.7% | Q1 2026 | Apr 27, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 252,836 | 16,940 | 1.14% | 1.06% | 45 | +2,437 | 0.97% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 238,840 | 16,005 | 0.42% | 0.42% | 46 | -1,953 | -0.81% | Q1 2026 | May 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 229,782 | 15,395 | 0.13% | 0.1% | 47 | +34,922 | 17.92% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 225,360 | 15,099 | 0.01% | 0.01% | 48 | -1,327 | -0.59% | Q1 2026 | May 12, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 212,128 | 14,212 | 2.06% | 1.82% | 49 | +1,935 | 0.92% | Q1 2026 | May 13, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 209,248 | 14,019 | 5.6% | 4.6% | 51 | +22,617 | 12.12% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Reduced | 209,240 | 14,019 | 0.02% | 0.02% | 50 | -10,111 | -4.61% | Q1 2026 | May 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 188,265 | 12,613 | 0.92% | 0.8% | 52 | +13,178 | 7.53% | Q1 2026 | Apr 20, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 182,091 | 12,476 | 0.22% | 0.19% | 53 | +14,178 | 8.44% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 183,126 | 12,269 | 0.01% | 0.01% | 54 | +46,398 | 33.93% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 174,506 | 11,691 | 0.01% | 0.01% | 55 | +10,882 | 6.65% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 152,919 | 10,245 | 0.0% | 0.0% | 56 | +87,887 | 135.14% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 151,872 | 10,175 | 0.15% | 0.15% | 57 | -2,316 | -1.5% | Q1 2026 | May 13, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 145,790 | 9,694 | 1.28% | 1.15% | 58 | +6,905 | 4.97% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 143,297 | 9,600 | 0.05% | 0.05% | 59 | +1,427 | 1.01% | Q1 2026 | May 05, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 140,026 | 9,381 | 0.51% | 0.39% | 60 | +29,000 | 26.12% | Q1 2026 | May 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 137,068 | 9,183 | 0.03% | 0.03% | 61 | +5,252 | 3.98% | Q1 2026 | Apr 24, 2026 |
| NorthCoast Asset Management LLC | History | New | 125,570 | 8,413 | 0.2% | — | 62 | +125,570 | New | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 124,740 | 8,358 | 0.02% | 0.02% | 63 | -8,785 | -6.58% | Q1 2026 | Apr 22, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 119,136 | 7,982 | 0.52% | 0.47% | 64 | +2,145 | 1.83% | Q1 2026 | May 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 125,711 | 7,713 | 0.0% | — | 65 | +125,711 | New | Q1 2026 | May 15, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 111,550 | 7,473 | 0.4% | 0.37% | 66 | -458 | -0.41% | Q1 2026 | May 15, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 108,177 | 7,247 | 2.62% | 2.3% | 67 | +1,584 | 1.49% | Q1 2026 | May 04, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 105,389 | 7,061 | 0.11% | 0.39% | 68 | -173,653 | -62.23% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 105,357 | 7,058 | 0.0% | 0.0% | 69 | +27,467 | 35.26% | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 105,780 | 6,500 | 0.04% | 0.04% | 70 | +1,198 | 1.15% | Q1 2026 | May 15, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 95,660 | 6,409 | 3.48% | 3.16% | 71 | +4,418 | 4.84% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 94,566 | 6,335 | 0.01% | 0.01% | 72 | +5,282 | 5.92% | Q1 2026 | Apr 27, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 92,155 | 6,174 | 0.22% | 0.22% | 73 | -2,493 | -2.63% | Q1 2026 | May 07, 2026 |
| Tepp RIA, LLC | History | Reduced | 90,722 | 6,078 | 4.76% | 5.95% | 74 | -7,322 | -7.47% | Q1 2026 | Apr 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 84,100 | 5,634 | 0.06% | 0.07% | 75 | -760 | -0.9% | Q1 2026 | May 15, 2026 |
| EFG International AG | History | Reduced | 81,751 | 5,485 | 0.12% | 0.1% | 76 | -309 | -0.38% | Q1 2026 | May 15, 2026 |
| BANQUE PICTET & CIE SA | History | Added to | 81,458 | 5,457 | 0.04% | 0.02% | 77 | +38,187 | 88.25% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | Added to | 79,795 | 5,346 | 0.01% | 0.01% | 78 | +8,018 | 11.17% | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 79,591 | 5,332 | 0.24% | 0.21% | 79 | +2,213 | 2.86% | Q1 2026 | May 13, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | New | 77,781 | 5,185 | 0.04% | — | 80 | +77,781 | New | Q1 2026 | May 14, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 77,219 | 5,173 | 2.14% | 1.86% | 81 | +1,742 | 2.31% | Q1 2026 | May 07, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | New | 76,857 | 5,149 | 2.26% | — | 82 | +76,857 | New | Q1 2026 | Apr 29, 2026 |
| BARINGS LLC | History | Added to | 75,803 | 5,078 | 0.08% | 0.06% | 83 | +20,995 | 38.31% | Q1 2026 | May 06, 2026 |
| Haven Private, LLC | History | Added to | 74,700 | 5,004 | 2.18% | 1.99% | 84 | +734 | 0.99% | Q1 2026 | May 05, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 74,516 | 4,992 | 0.17% | 0.02% | 85 | +67,038 | 896.47% | Q1 2026 | Apr 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 73,332 | 4,874 | 0.0% | 0.01% | 86 | -48,817 | -39.97% | Q1 2026 | May 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 72,589 | 4,863 | 0.01% | 0.0% | 87 | +5,000 | 7.4% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 71,580 | 4,795 | 0.04% | 0.04% | 88 | +13,498 | 23.24% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Added to | 69,546 | 4,659 | 0.11% | 0.09% | 89 | +1,073 | 1.57% | Q1 2026 | May 13, 2026 |
| Banco Santander, S.A. | History | Reduced | 64,984 | 4,353 | 0.04% | 0.06% | 90 | -58,571 | -47.4% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 64,318 | 4,309 | 0.02% | 0.02% | 91 | -5,383 | -7.72% | Q1 2026 | Apr 30, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 63,296 | 4,240 | 0.09% | 0.04% | 92 | +30,960 | 95.74% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | New | 62,216 | 4,168 | 0.02% | — | 93 | +62,216 | New | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Reduced | 61,179 | 4,133 | 0.06% | 0.08% | 94 | -1,261 | -2.02% | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 60,560 | 4,057 | 0.04% | 0.05% | 95 | -6,307 | -9.43% | Q1 2026 | May 06, 2026 |
| Stelac Advisory Services LLC | History | Added to | 59,968 | 4,017 | 0.81% | 1.24% | 96 | +2,695 | 4.71% | Q1 2026 | May 08, 2026 |
| Sageworth Trust Co | History | No change | 59,049 | 3,956 | 0.17% | 0.16% | 97 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 64,224 | 3,940 | 0.83% | 0.83% | 98 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 55,661 | 3,729 | 0.04% | 0.04% | 99 | -8,243 | -12.9% | Q1 2026 | May 05, 2026 |
| Hyposwiss Advisors SA | History | Added to | 55,610 | 3,724 | 3.68% | 3.21% | 100 | +2,205 | 4.13% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 53,628 | 3,593 | 0.02% | 0.0% | 101 | +38,055 | 244.37% | Q1 2026 | Apr 24, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 52,196 | 3,497 | 0.11% | 0.55% | 102 | -221,905 | -80.96% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 56,989 | 3,496 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Proficio Capital Partners LLC | History | Added to | 49,060 | 3,287 | 0.18% | 0.1% | 104 | +25,055 | 104.37% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 47,811 | 3,203 | 0.0% | 0.0% | 105 | -2,479 | -4.93% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 46,568 | 3,120 | 0.14% | 0.12% | 106 | -100 | -0.21% | Q1 2026 | May 06, 2026 |
| IMA Advisory Services, Inc. | History | No change | 46,334 | 3,104 | 0.3% | 0.27% | 107 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Added to | 46,308 | 3,102 | 0.02% | 0.01% | 108 | +11,836 | 34.34% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | No change | 45,955 | 3,078 | 0.07% | 0.06% | 109 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VestGen Advisors, LLC | History | New | 45,528 | 3,067 | 0.08% | — | 110 | +45,528 | New | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 45,764 | 3,066 | 0.01% | 0.01% | 111 | -7,582 | -14.21% | Q1 2026 | May 06, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 44,512 | 2,982 | 0.78% | 0.73% | 112 | -419 | -0.93% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Reduced | 43,591 | 2,920 | 0.0% | 0.0% | 113 | -2,392 | -5.2% | Q1 2026 | May 12, 2026 |
| CX Institutional | History | Reduced | 43,481 | 2,913 | 0.09% | 0.2% | 114 | -67,839 | -60.94% | Q1 2026 | Apr 06, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 42,256 | 2,831 | 0.84% | 0.45% | 116 | +18,466 | 77.62% | Q1 2026 | Apr 20, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 42,266 | 2,831 | 0.05% | 0.05% | 115 | -2,724 | -6.05% | Q1 2026 | Apr 10, 2026 |
| UMB Bank, n.a. | History | Reduced | 41,810 | 2,801 | 0.04% | 0.08% | 117 | -55,482 | -57.03% | Q1 2026 | May 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 41,487 | 2,779 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 39,984 | 2,678 | 0.03% | 0.03% | 119 | +3,190 | 8.67% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 38,843 | 2,610 | 0.02% | 0.02% | 120 | +2,038 | 5.54% | Q1 2026 | Apr 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 38,436 | 2,575 | 0.0% | 0.0% | 121 | +107 | 0.28% | Q1 2026 | May 12, 2026 |
| Wealth Architects, LLC | History | Reduced | 38,251 | 2,562 | 0.23% | 0.21% | 122 | -353 | -0.91% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 37,772 | 2,530 | 0.06% | 0.05% | 123 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Added to | 37,988 | 2,517 | 0.0% | 0.0% | 124 | +7,151 | 23.19% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 37,154 | 2,489 | 0.09% | 0.03% | 125 | +28,073 | 309.14% | Q1 2026 | May 19, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 37,110 | 2,486 | 0.05% | 0.03% | 126 | +16,573 | 80.7% | Q1 2026 | May 14, 2026 |
| Pictet North America Advisors SA | History | No change | 35,452 | 2,375 | 0.24% | 0.21% | 127 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 33,926 | 2,273 | 0.0% | 0.01% | 128 | +1,400 | 4.3% | Q1 2026 | May 04, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 32,218 | 2,158 | 1.13% | 1.3% | 129 | -10,170 | -23.99% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 31,901 | 2,137 | 0.0% | 0.0% | 130 | +4,487 | 16.37% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 31,899 | 2,117 | 0.0% | 0.0% | 131 | +3,029 | 10.49% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 31,493 | 2,110 | 0.01% | 0.01% | 132 | -13,996 | -30.77% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 28,122 | 1,903 | 0.0% | 0.0% | 134 | -1,005 | -3.45% | Q1 2026 | Apr 08, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 28,407 | 1,903 | 0.14% | 0.12% | 133 | -141 | -0.49% | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 27,654 | 1,852 | 0.0% | 0.0% | 135 | -39,658 | -58.92% | Q1 2026 | May 15, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 24,823 | 1,713 | 0.26% | 0.17% | 136 | +7,080 | 39.9% | Q1 2026 | Apr 16, 2026 |
| Richard W. Paul & Associates, LLC | History | New | 25,362 | 1,699 | 0.57% | — | 137 | +25,362 | New | Q1 2026 | May 13, 2026 |
| Sincerus Advisory, LLC | History | Added to | 25,109 | 1,682 | 1.27% | 1.12% | 138 | +2,438 | 10.75% | Q1 2026 | Apr 06, 2026 |
| Brio Consultants, LLC | History | Reduced | 24,691 | 1,679 | 0.21% | 0.2% | 139 | -302 | -1.21% | Q1 2026 | May 06, 2026 |
| OneAscent Financial Services LLC | History | New | 24,839 | 1,664 | 0.09% | — | 140 | +24,839 | New | Q1 2026 | Apr 21, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 24,626 | 1,649 | 0.03% | 0.03% | 141 | -870 | -3.41% | Q1 2026 | Apr 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 24,470 | 1,639 | 0.01% | 0.01% | 142 | -1,186 | -4.62% | Q1 2026 | Apr 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 26,425 | 1,621 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Added to | 22,881 | 1,533 | 0.03% | 0.03% | 144 | +1,484 | 6.94% | Q1 2026 | Apr 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 22,380 | 1,499 | 0.55% | 0.35% | 145 | +6,796 | 43.61% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 22,129 | 1,482 | 0.0% | 0.0% | 146 | -599 | -2.64% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 21,181 | 1,419 | 0.0% | 0.0% | 147 | -1,476 | -6.51% | Q1 2026 | May 04, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 20,867 | 1,398 | 0.16% | 0.15% | 148 | -83 | -0.4% | Q1 2026 | Apr 16, 2026 |
| Cavalier Investments, LLC | History | New | 19,796 | 1,326 | 0.04% | — | 149 | +19,796 | New | Q1 2026 | May 15, 2026 |
| Lee Financial Co | History | Added to | 19,755 | 1,323 | 0.19% | 0.12% | 150 | +5,155 | 35.31% | Q1 2026 | Apr 13, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Added to | 19,007 | 1,273 | 0.24% | 0.22% | 151 | +791 | 4.34% | Q1 2026 | Apr 22, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 18,977 | 1,271 | 0.82% | 0.75% | 152 | +25 | 0.13% | Q1 2026 | Apr 24, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 18,657 | 1,251 | 0.05% | 0.1% | 153 | +8,112 | 76.93% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 18,026 | 1,207 | 0.0% | — | 154 | +18,026 | New | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 17,959 | 1,199 | 0.01% | — | 155 | +17,959 | New | Q1 2026 | May 15, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Reduced | 17,886 | 1,198 | 0.64% | 1.06% | 156 | -14,238 | -44.32% | Q1 2026 | Apr 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 17,891 | 1,190 | 0.02% | 0.03% | 157 | +7,901 | 79.09% | Q1 2026 | May 01, 2026 |
| BigSur Wealth Management LLC | History | No change | 17,750 | 1,189 | 0.33% | 0.26% | 158 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rock Creek Group LLC | History | No change | 17,688 | 1,185 | 0.12% | 0.12% | 159 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AWM CAPITAL, LLC | History | New | 17,505 | 1,172 | 0.11% | — | 161 | +17,505 | New | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | New | 17,498 | 1,172 | 0.01% | — | 160 | +17,498 | New | Q1 2026 | May 15, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 16,791 | 1,124 | 0.86% | 0.19% | 162 | +13,019 | 345.15% | Q1 2026 | May 08, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 16,565 | 1,109 | 0.44% | 0.38% | 163 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Simplicity Wealth,LLC | History | Added to | 15,882 | 1,064 | 0.06% | 0.05% | 164 | +1,761 | 12.47% | Q1 2026 | Apr 30, 2026 |
| Boltwood Capital Management | History | Added to | 15,130 | 1,013 | 0.26% | 0.21% | 165 | +1,800 | 13.5% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Added to | 14,884 | 997 | 0.03% | 0.01% | 166 | +11,026 | 285.8% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 14,858 | 995 | 0.01% | — | 167 | +14,858 | New | Q1 2026 | May 12, 2026 |
| Fox Hill Wealth Management | History | Added to | 14,783 | 990 | 0.48% | 0.42% | 168 | +14 | 0.09% | Q1 2026 | May 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 14,760 | 988 | 0.02% | 0.04% | 169 | -14,158 | -48.96% | Q1 2026 | Apr 27, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 14,346 | 961 | 0.03% | 0.03% | 170 | -1,678 | -10.47% | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 14,286 | 957 | 0.01% | — | 171 | +14,286 | New | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 14,134 | 946 | 0.01% | 0.0% | 172 | +2,725 | 23.88% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Reduced | 13,867 | 929 | 0.01% | 0.02% | 173 | -20,556 | -59.72% | Q1 2026 | May 11, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 13,795 | 924 | 0.31% | 0.28% | 174 | -376 | -2.65% | Q1 2026 | Apr 22, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 15,026 | 921 | 0.08% | 0.08% | 175 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 13,662 | 915 | 0.01% | 0.01% | 176 | +895 | 7.01% | Q1 2026 | Apr 07, 2026 |
| Cornerstone National Bank & Trust Co | History | New | 13,352 | 897 | 0.33% | — | 177 | +13,352 | New | Q1 2026 | Apr 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 13,203 | 884 | 0.0% | 0.0% | 178 | -17,808 | -57.42% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 12,499 | 837 | 0.03% | 0.03% | 179 | -118 | -0.94% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 12,479 | 836 | 0.01% | 0.01% | 180 | +169 | 1.37% | Q1 2026 | May 15, 2026 |
| SVB WEALTH LLC | History | Reduced | 12,074 | 808 | 0.05% | 0.05% | 181 | -1,409 | -10.45% | Q1 2026 | Apr 17, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 13,018 | 798 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 11,860 | 794 | 0.02% | 0.01% | 183 | -199 | -1.65% | Q1 2026 | Apr 15, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 11,660 | 781 | 0.1% | 0.1% | 184 | -417 | -3.45% | Q1 2026 | Apr 27, 2026 |
| Operose Advisors LLC | History | No change | 11,320 | 758 | 0.18% | 0.16% | 185 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Reduced | 11,258 | 754 | 0.0% | 0.0% | 186 | -808 | -6.7% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 11,254 | 754 | 0.07% | 0.06% | 187 | +471 | 4.37% | Q1 2026 | Apr 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 10,781 | 722 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 10,713 | 717 | 0.22% | 0.08% | 189 | +4,650 | 76.69% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 10,590 | 709 | 0.01% | 0.01% | 190 | -133 | -1.24% | Q1 2026 | Apr 15, 2026 |
| Rothschild Wealth LLC | History | New | 10,405 | 697 | 0.06% | — | 191 | +10,405 | New | Q1 2026 | May 06, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 10,396 | 696 | 0.09% | 0.08% | 192 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 10,383 | 695 | 0.01% | 0.01% | 193 | -153 | -1.45% | Q1 2026 | Apr 14, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 10,328 | 691 | 0.45% | 0.44% | 194 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 10,060 | 674 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 10,020 | 671 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| JB Capital LLC | History | Added to | 10,011 | 670 | 0.03% | 0.02% | 197 | +1,325 | 15.25% | Q1 2026 | Apr 27, 2026 |
| IFS Group,LLC | History | New | 9,885 | 662 | 0.59% | — | 198 | +9,885 | New | Q1 2026 | May 18, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | New | 9,740 | 653 | 0.01% | — | 199 | +9,740 | New | Q1 2026 | May 15, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 9,707 | 650 | 0.06% | 0.06% | 200 | -142 | -1.44% | Q1 2026 | Apr 30, 2026 |
| MOTCO | History | Added to | 9,520 | 637 | 0.06% | 0.05% | 201 | +213 | 2.29% | Q1 2026 | Apr 22, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 9,495 | 636 | 0.52% | 0.47% | 202 | -118 | -1.23% | Q1 2026 | Apr 22, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 9,368 | 627 | 0.36% | 0.34% | 203 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,330 | 625 | 0.0% | 0.0% | 204 | +2,246 | 31.71% | Q1 2026 | May 08, 2026 |
| Montecito Bank & Trust | History | Reduced | 9,265 | 620 | 0.1% | 0.09% | 205 | -141 | -1.5% | Q1 2026 | Apr 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 9,156 | 613 | 0.01% | 0.01% | 206 | -314 | -3.32% | Q1 2026 | Apr 20, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 9,908 | 612 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 9,051 | 606 | 0.14% | 0.09% | 208 | +2,659 | 41.6% | Q1 2026 | Apr 23, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 8,890 | 595 | 0.0% | 0.0% | 209 | +198 | 2.28% | Q1 2026 | May 14, 2026 |
| Firestone Capital Management | History | No change | 8,702 | 583 | 0.12% | 0.11% | 210 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Reduced | 8,554 | 573 | 0.01% | 0.01% | 211 | -711 | -7.67% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | Added to | 8,546 | 572 | 0.02% | 0.02% | 212 | +536 | 6.69% | Q1 2026 | May 08, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 8,353 | 559 | 0.17% | 0.16% | 213 | -240 | -2.79% | Q1 2026 | Apr 20, 2026 |
| HB Wealth Management, LLC | History | Reduced | 8,298 | 555 | 0.0% | 0.0% | 214 | -2,248 | -21.32% | Q1 2026 | Apr 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 8,230 | 551 | 0.04% | 0.04% | 215 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 8,138 | 545 | 0.01% | 0.01% | 216 | -293 | -3.48% | Q1 2026 | May 08, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 8,129 | 544 | 0.01% | 0.0% | 217 | +1,474 | 22.15% | Q1 2026 | Apr 15, 2026 |
| Greenwich Wealth Management LLC | History | No change | 8,054 | 540 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Newport Capital Group, LLC | History | Reduced | 8,060 | 539 | 0.33% | 0.34% | 219 | -915 | -10.19% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 7,986 | 535 | 0.01% | 0.01% | 220 | +1,424 | 21.7% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 7,805 | 522 | 0.0% | — | 221 | +7,805 | New | Q1 2026 | May 15, 2026 |
| Richmond Investment Services, LLC | History | Added to | 7,453 | 499 | 0.08% | 0.07% | 222 | +1,004 | 15.57% | Q1 2026 | Apr 29, 2026 |
| HighPoint Advisor Group LLC | History | New | 7,391 | 495 | 0.02% | — | 223 | +7,391 | New | Q1 2026 | May 14, 2026 |
| Baron Wealth Management LLC | History | No change | 7,313 | 489 | 0.15% | 0.14% | 224 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HTG Investment Advisors, Inc. | History | New | 7,147 | 478 | 0.14% | — | 225 | +7,147 | New | Q1 2026 | Apr 27, 2026 |
| Bell Bank | History | No change | 7,000 | 469 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 6,946 | 465 | 0.58% | 0.5% | 227 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | No change | 6,742 | 451 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 6,702 | 449 | 0.01% | 0.0% | 229 | +2,125 | 46.43% | Q1 2026 | Apr 28, 2026 |
| Auour Investments LLC | History | Reduced | 6,567 | 439 | 0.14% | 0.13% | 230 | -51 | -0.77% | Q1 2026 | Apr 20, 2026 |
| SteelPeak Wealth, LLC | History | No change | 6,390 | 428 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Emerald Investment Advisers, LLC | History | New | 6,066 | 406 | 0.04% | — | 232 | +6,066 | New | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Added to | 6,046 | 405 | 0.0% | 0.0% | 233 | +2,330 | 62.7% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | New | 5,949 | 398 | 0.01% | — | 234 | +5,949 | New | Q1 2026 | Apr 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 5,848 | 391 | 0.0% | 0.0% | 235 | -161 | -2.68% | Q1 2026 | May 14, 2026 |
| Second Half Financial Partners, LLC | History | Reduced | 5,810 | 389 | 0.18% | 0.16% | 236 | -5 | -0.09% | Q1 2026 | May 11, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 5,788 | 387 | 0.03% | 0.03% | 237 | +1,283 | 28.48% | Q1 2026 | Apr 16, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 5,745 | 384 | 0.22% | 0.18% | 238 | +586 | 11.36% | Q1 2026 | May 01, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 5,700 | 381 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| COMMERCE BANK | History | Added to | 5,677 | 380 | 0.0% | 0.0% | 240 | +2,391 | 72.76% | Q1 2026 | May 11, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 5,603 | 375 | 0.06% | 0.05% | 241 | +191 | 3.53% | Q1 2026 | May 06, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 5,610 | 375 | 0.03% | 0.03% | 242 | -122 | -2.13% | Q1 2026 | May 07, 2026 |
| Total Wealth Planning, LLC | History | No change | 6,037 | 370 | 0.79% | 0.79% | 243 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KWMG, LLC | History | Reduced | 5,518 | 369 | 0.03% | 0.03% | 244 | -394 | -6.66% | Q1 2026 | Apr 09, 2026 |
| Gateway Wealth Partners, LLC | History | New | 5,400 | 361 | 0.01% | — | 245 | +5,400 | New | Q1 2026 | May 15, 2026 |
| ARWA LLC | History | Added to | 5,197 | 358 | 0.18% | 0.16% | 246 | +774 | 17.5% | Q1 2026 | Apr 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 5,338 | 357 | 0.0% | 0.0% | 247 | +1,986 | 59.25% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 5,251 | 351 | 0.02% | 0.02% | 248 | +498 | 10.48% | Q1 2026 | Apr 09, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 5,223 | 349 | 0.02% | 0.02% | 249 | +73 | 1.42% | Q1 2026 | Apr 30, 2026 |
| Argent Advisors, Inc. | History | No change | 5,150 | 345 | 0.09% | 0.09% | 250 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 4,990 | 334 | 0.0% | 0.0% | 251 | -247 | -4.72% | Q1 2026 | Apr 30, 2026 |
| Cresset Asset Management, LLC | History | Added to | 4,981 | 333 | 0.0% | 0.0% | 252 | +83 | 1.69% | Q1 2026 | May 15, 2026 |
| GEN Financial Management, INC. | History | Added to | 4,927 | 330 | 0.2% | 0.19% | 253 | +20 | 0.41% | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,909 | 328 | 0.01% | 0.0% | 254 | +2,681 | 120.33% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 4,877 | 326 | 0.0% | 0.0% | 255 | +80 | 1.67% | Q1 2026 | May 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 5,303 | 325 | 0.23% | 0.23% | 256 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Factor Wealth Management LTD | History | Reduced | 4,676 | 313 | 0.06% | 0.07% | 257 | -302 | -6.07% | Q1 2026 | Apr 20, 2026 |
| Inspire Advisors, LLC | History | New | 4,630 | 310 | 0.03% | — | 258 | +4,630 | New | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 4,530 | 303 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 4,447 | 297 | 0.0% | 0.0% | 260 | -1,026 | -18.75% | Q1 2026 | May 14, 2026 |
| Mittelman Wealth Management | History | New | 4,354 | 291 | 0.18% | — | 262 | +4,354 | New | Q1 2026 | May 15, 2026 |
| Fortitude Advisory Group L.L.C. | History | New | 4,348 | 291 | 0.13% | — | 261 | +4,348 | New | Q1 2026 | Apr 28, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 4,313 | 288 | 0.05% | 0.05% | 263 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 4,309 | 288 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Reduced | 4,267 | 285 | 0.14% | 0.14% | 266 | -310 | -6.77% | Q1 2026 | May 15, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 4,256 | 285 | 0.13% | 0.11% | 267 | +149 | 3.63% | Q1 2026 | May 05, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 4,263 | 285 | 0.03% | 0.03% | 265 | -3 | -0.07% | Q1 2026 | May 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 4,239 | 284 | 0.07% | — | 268 | +4,239 | New | Q1 2026 | Apr 17, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 4,189 | 280 | 0.0% | 0.0% | 269 | -152 | -3.5% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 4,123 | 276 | 0.02% | 0.02% | 270 | -196 | -4.54% | Q1 2026 | May 14, 2026 |
| Essex Bank | History | No change | 4,123 | 276 | 0.06% | 0.05% | 271 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 4,086 | 274 | 0.16% | — | 272 | +4,086 | New | Q1 2026 | May 11, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 4,077 | 273 | 0.08% | 0.09% | 273 | -829 | -16.9% | Q1 2026 | Apr 22, 2026 |
| Krilogy Financial LLC | History | No change | 4,066 | 273 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Stronghold Wealth Management L.L.C. | History | Added to | 4,027 | 269 | 0.41% | 0.36% | 275 | +34 | 0.85% | Q1 2026 | Apr 30, 2026 |
| BROWN ADVISORY INC | History | New | 3,991 | 267 | 0.0% | — | 276 | +3,991 | New | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Reduced | 3,979 | 266 | 0.01% | 0.01% | 277 | -84 | -2.07% | Q1 2026 | May 05, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 3,962 | 265 | 0.0% | 0.0% | 278 | -159 | -3.86% | Q1 2026 | May 12, 2026 |
| TrueWealth Financial Partners | History | New | 3,942 | 264 | 0.11% | — | 280 | +3,942 | New | Q1 2026 | May 20, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 4,314 | 264 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 3,882 | 260 | 0.05% | 0.04% | 281 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| First Heartland Consultants, Inc. | History | New | 3,850 | 257 | 0.02% | — | 282 | +3,850 | New | Q1 2026 | Apr 08, 2026 |
| Composition Wealth, LLC | History | No change | 3,822 | 256 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Keebeck Wealth Management | History | Reduced | 3,791 | 253 | 0.03% | 0.03% | 284 | -234 | -5.81% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | Reduced | 3,760 | 251 | 0.0% | 0.0% | 285 | -40 | -1.05% | Q1 2026 | May 08, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 3,741 | 250 | 0.0% | 0.0% | 286 | -627 | -14.35% | Q1 2026 | May 14, 2026 |
| MEKETA INVESTMENT GROUP INC /ADV | History | No change | 4,016 | 246 | 0.83% | 0.83% | 287 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 3,610 | 241 | 0.0% | 0.0% | 288 | +13 | 0.36% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | Reduced | 3,526 | 236 | 0.01% | 0.14% | 289 | -64,950 | -94.85% | Q1 2026 | May 14, 2026 |
| Collier Financial | History | Added to | 3,345 | 224 | 0.17% | 0.13% | 291 | +595 | 21.64% | Q1 2026 | May 11, 2026 |
| Cypress Capital Group | History | Reduced | 3,355 | 224 | 0.03% | 0.02% | 290 | -60 | -1.76% | Q1 2026 | May 15, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 3,344 | 224 | 0.1% | 0.09% | 292 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Perennial Investment Advisors, LLC | History | New | 3,305 | 221 | 0.02% | — | 293 | +3,305 | New | Q1 2026 | May 15, 2026 |
| Bensler, LLC | History | New | 3,241 | 217 | 0.02% | — | 295 | +3,241 | New | Q1 2026 | May 01, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 3,239 | 217 | 0.03% | 0.02% | 294 | +897 | 38.3% | Q1 2026 | Apr 21, 2026 |
| Destination Wealth Management | History | New | 3,234 | 216 | 0.01% | — | 296 | +3,234 | New | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | New | 3,202 | 215 | 0.01% | — | 298 | +3,202 | New | Q1 2026 | Apr 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 3,217 | 215 | 0.0% | 0.0% | 297 | -154 | -4.57% | Q1 2026 | May 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 3,200 | 214 | 0.02% | — | 299 | +3,200 | New | Q1 2026 | May 12, 2026 |
| Causey Wealth LLC | History | New | 3,092 | 207 | 0.09% | — | 300 | +3,092 | New | Q1 2026 | May 12, 2026 |