iSHARES TRUST - ILCG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 1,292,391 | 123,397 | 0.03% | 0.04% | 1 | -88,760 | -6.43% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 1,090,222 | 104,094 | 0.01% | 0.01% | 2 | -22,077 | -1.98% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 991,892 | 103,196 | 0.66% | 1.66% | 3 | -1,336,234 | -57.4% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 692,430 | 66,113 | 0.01% | 0.01% | 4 | -25,612 | -3.57% | Q1 2026 | May 11, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 586,634 | 61,033 | 3.94% | 3.94% | 5 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 597,556 | 57,054 | 0.02% | 0.01% | 6 | +141,990 | 31.17% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 596,099 | 56,915 | 0.06% | 0.06% | 7 | +67,654 | 12.8% | Q1 2026 | May 13, 2026 |
| Clearstead Trust, LLC | History | Added to | 557,871 | 53,265 | 8.68% | 8.12% | 8 | +62,044 | 12.51% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 451,119 | 43,072 | 0.0% | 0.0% | 9 | -50,682 | -10.1% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 424,568 | 38,924 | 0.0% | 0.0% | 10 | +25,139 | 6.29% | Q1 2026 | May 13, 2026 |
| GM Advisory Group, LLC | History | Added to | 356,056 | 33,996 | 1.31% | 1.36% | 11 | +22,811 | 6.85% | Q1 2026 | Apr 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 353,858 | 33,786 | 0.01% | 0.01% | 12 | +132,420 | 59.8% | Q1 2026 | May 14, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 347,434 | 33,172 | 4.1% | 5.8% | 13 | -133,844 | -27.81% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 342,334 | 32,683 | 0.01% | 0.01% | 14 | +11,302 | 3.41% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 311,166 | 29,710 | 0.04% | 0.05% | 15 | -38,432 | -10.99% | Q1 2026 | Apr 27, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 270,806 | 25,856 | 1.49% | 2.14% | 16 | -97,443 | -26.46% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 250,038 | 23,879 | 0.03% | 0.04% | 17 | -2,308 | -0.91% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 242,103 | 23,115 | 0.06% | 0.07% | 18 | -42,765 | -15.01% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Reduced | 215,883 | 20,612 | 0.0% | 0.01% | 19 | -139,247 | -39.21% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 155,875 | 15,085 | 0.03% | 0.01% | 20 | +53,540 | 52.32% | Q1 2026 | Apr 08, 2026 |
| LongView Wealth Management | History | Reduced | 136,102 | 14,330 | 3.6% | 3.76% | 21 | -10,966 | -7.46% | Q1 2026 | Apr 15, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Reduced | 142,759 | 13,630 | 2.4% | 3.23% | 22 | -1,123 | -0.78% | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Added to | 142,348 | 13,591 | 0.02% | 0.02% | 23 | +3,990 | 2.88% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 136,367 | 13,020 | 0.02% | 0.03% | 24 | -32,546 | -19.27% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 127,673 | 12,190 | 0.02% | 0.0% | 25 | +2,178 | 1.74% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 122,151 | 11,663 | 0.13% | 0.15% | 26 | +5,254 | 4.49% | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 109,694 | 10,473 | 0.52% | 0.6% | 27 | -631 | -0.57% | Q1 2026 | Apr 23, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 106,700 | 10,187 | 0.01% | 0.01% | 28 | +46,500 | 77.24% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 105,945 | 10,116 | 0.08% | 0.07% | 29 | +29,384 | 38.38% | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 96,416 | 9,206 | 0.0% | 0.0% | 30 | -10,174 | -9.54% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 91,999 | 8,784 | 0.01% | 0.01% | 31 | -1,694 | -1.81% | Q1 2026 | May 07, 2026 |
| Investors Research Corp | History | Added to | 90,847 | 8,674 | 1.66% | 1.55% | 32 | +9,340 | 11.46% | Q1 2026 | Apr 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 84,985 | 8,114 | 0.01% | 0.02% | 33 | -610 | -0.71% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 73,039 | 6,974 | 0.02% | 0.02% | 34 | -8,657 | -10.6% | Q1 2026 | Apr 30, 2026 |
| White Pine Investment CO | History | Added to | 73,024 | 6,972 | 1.62% | 1.68% | 35 | +4,628 | 6.77% | Q1 2026 | Apr 20, 2026 |
| Bank of New York Mellon Corp | History | Added to | 71,239 | 6,801 | 0.0% | 0.0% | 36 | +31,910 | 81.14% | Q1 2026 | May 05, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 70,370 | 6,718 | 0.8% | 0.84% | 37 | +475 | 0.68% | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Reduced | 66,679 | 6,366 | 0.02% | 0.02% | 38 | -468 | -0.7% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 64,467 | 6,156 | 0.03% | 0.03% | 39 | +6,469 | 11.15% | Q1 2026 | May 15, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 64,379 | 6,146 | 0.98% | 1.01% | 40 | +2,826 | 4.59% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 61,158 | 5,839 | 0.05% | 0.05% | 41 | -355 | -0.58% | Q1 2026 | May 11, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 59,359 | 5,667 | 1.04% | 1.18% | 42 | +3,229 | 5.75% | Q1 2026 | Apr 13, 2026 |
| Ipsen Advisor Group LLC | History | No change | 53,924 | 5,610 | 3.99% | 3.99% | 43 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 57,931 | 5,531 | 0.13% | 0.15% | 44 | +331 | 0.57% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 54,219 | 5,176 | 0.04% | 0.05% | 45 | -420 | -0.77% | Q1 2026 | Apr 15, 2026 |
| Dentgroup LLC | History | No change | 49,380 | 5,137 | 3.53% | 3.53% | 46 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 53,424 | 5,100 | 0.04% | 0.05% | 47 | -130 | -0.24% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 53,390 | 5,097 | 0.03% | 0.03% | 48 | +238 | 0.45% | Q1 2026 | May 08, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 52,162 | 4,980 | 1.8% | 1.85% | 49 | +4,383 | 9.17% | Q1 2026 | Apr 27, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 52,038 | 4,968 | 1.23% | 4.02% | 50 | +9,732 | 23.0% | Q1 2026 | May 12, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 49,561 | 4,732 | 2.3% | 2.59% | 51 | -365 | -0.73% | Q1 2026 | May 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 44,542 | 4,252 | 0.24% | 0.29% | 52 | -5,799 | -11.52% | Q1 2026 | Apr 30, 2026 |
| Retirement Planning Group, LLC | History | No change | 41,838 | 3,994 | 0.12% | 0.14% | 53 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Elevation Capital Advisory, LLC | History | New | 41,524 | 3,964 | 1.69% | — | 54 | +41,524 | New | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 41,411 | 3,953 | 0.0% | 0.0% | 55 | +1,648 | 4.14% | Q1 2026 | May 12, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 41,085 | 3,922 | 0.63% | 0.76% | 56 | +942 | 2.35% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 40,804 | 3,895 | 0.02% | 0.02% | 57 | +6,910 | 20.39% | Q1 2026 | May 05, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 40,420 | 3,859 | 2.76% | 3.0% | 58 | +3,369 | 9.09% | Q1 2026 | Apr 29, 2026 |
| FMR LLC | History | Added to | 38,383 | 3,664 | 0.0% | 0.0% | 59 | +6,782 | 21.46% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 31,297 | 3,586 | 0.1% | 0.15% | 60 | -3,110 | -9.04% | Q1 2026 | May 14, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 35,571 | 3,396 | 0.39% | 0.43% | 61 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Corsicana & Co. | History | Reduced | 41,135 | 3,331 | 2.11% | 2.55% | 62 | -2,577 | -5.9% | Q1 2026 | May 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 32,973 | 3,148 | 1.53% | 1.79% | 63 | -284 | -0.85% | Q1 2026 | Apr 22, 2026 |
| Bawa N Mallick Trust | History | No change | 32,857 | 3,137 | 1.28% | 1.27% | 64 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 32,722 | 3,124 | 0.0% | 0.0% | 65 | -595 | -1.79% | Q1 2026 | May 11, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 32,557 | 3,108 | 0.81% | 0.97% | 66 | -819 | -2.45% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 31,179 | 3,015 | 0.03% | 0.09% | 67 | -48,259 | -60.75% | Q1 2026 | Apr 07, 2026 |
| GenWealth Group, Inc. | History | Reduced | 31,224 | 2,981 | 0.51% | 0.56% | 68 | -159 | -0.51% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 30,073 | 2,871 | 0.02% | 0.02% | 69 | +7,223 | 31.61% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 29,725 | 2,838 | 0.01% | 0.02% | 70 | -1,115 | -3.62% | Q1 2026 | Apr 24, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 29,171 | 2,785 | 1.34% | 1.54% | 71 | -2,367 | -7.51% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 28,783 | 2,748 | 0.04% | 0.04% | 72 | +403 | 1.42% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 27,808 | 2,655 | 0.0% | — | 73 | +27,808 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 27,561 | 2,631 | 0.0% | 0.0% | 74 | -17 | -0.06% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 27,290 | 2,605 | 0.01% | 0.0% | 75 | +10,789 | 65.38% | Q1 2026 | May 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 26,866 | 2,565 | 0.32% | — | 76 | +26,866 | New | Q1 2026 | May 18, 2026 |
| Savant Capital, LLC | History | No change | 26,769 | 2,555 | 0.01% | 0.02% | 77 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Independent Advisor Alliance | History | New | 26,336 | 2,514 | 0.03% | — | 78 | +26,336 | New | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 26,260 | 2,507 | 0.11% | 0.12% | 79 | +2,689 | 11.41% | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | Added to | 24,936 | 2,380 | 0.0% | 0.0% | 80 | +1,941 | 8.44% | Q1 2026 | May 06, 2026 |
| Asempa Wealth Advisors | History | Added to | 24,256 | 2,345 | 2.04% | 2.17% | 81 | +40 | 0.17% | Q1 2026 | Apr 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 25,292 | 2,338 | 0.0% | 0.0% | 82 | +4,894 | 23.99% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 24,219 | 2,312 | 0.26% | 0.25% | 83 | +3,141 | 14.9% | Q1 2026 | Apr 16, 2026 |
| North Star Investment Management Corp. | History | No change | 24,064 | 2,297 | 0.14% | 0.16% | 84 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 23,798 | 2,272 | 0.02% | 0.03% | 85 | -2,388 | -9.12% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 23,722 | 2,265 | 0.04% | 0.05% | 86 | +94 | 0.4% | Q1 2026 | May 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 22,643 | 2,161 | 0.01% | 0.01% | 87 | +6,353 | 39.0% | Q1 2026 | Apr 30, 2026 |
| Shira Ridge Wealth Management | History | No change | 22,245 | 2,123 | 0.84% | 0.93% | 88 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 21,835 | 2,084 | 0.57% | 0.66% | 89 | +2 | 0.01% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 21,259 | 2,029 | 0.07% | 0.1% | 90 | -5,070 | -19.26% | Q1 2026 | Apr 14, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 18,222 | 2,015 | 0.28% | 0.29% | 91 | -525 | -2.8% | Q1 2026 | Apr 28, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 20,455 | 1,953 | 0.65% | 0.67% | 92 | -500 | -2.39% | Q1 2026 | May 15, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 20,366 | 1,944 | 0.78% | 0.84% | 93 | -137 | -0.67% | Q1 2026 | May 07, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 19,386 | 1,851 | 0.42% | 0.46% | 94 | +107 | 0.56% | Q1 2026 | Apr 27, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 19,255 | 1,838 | 0.06% | 0.07% | 95 | -745 | -3.72% | Q1 2026 | May 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 19,149 | 1,828 | 0.06% | 0.23% | 96 | -49,544 | -72.12% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 17,533 | 1,824 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 18,626 | 1,778 | 0.0% | 0.0% | 98 | -1,090 | -5.53% | Q1 2026 | May 05, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 18,468 | 1,763 | 0.33% | 0.39% | 99 | +9,125 | 97.67% | Q1 2026 | Apr 29, 2026 |
| XML Financial, LLC | History | No change | 17,902 | 1,709 | 0.14% | 0.15% | 100 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 17,233 | 1,645 | 0.07% | 0.08% | 101 | -76 | -0.44% | Q1 2026 | May 05, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 16,803 | 1,604 | 0.83% | 0.9% | 102 | -932 | -5.26% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 16,685 | 1,593 | 0.12% | 0.02% | 103 | +14,490 | 660.14% | Q1 2026 | Apr 20, 2026 |
| Essex Financial Services, Inc. | History | Added to | 16,569 | 1,582 | 0.09% | 0.1% | 104 | +50 | 0.3% | Q1 2026 | Apr 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,944 | 1,522 | 0.0% | 0.0% | 105 | +438 | 2.82% | Q1 2026 | May 15, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 15,906 | 1,518 | 0.61% | 0.69% | 106 | -896 | -5.33% | Q1 2026 | Apr 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 15,825 | 1,510 | 0.06% | 0.14% | 107 | -19,240 | -54.87% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 15,557 | 1,485 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 14,746 | 1,484 | 0.41% | 0.39% | 109 | +593 | 4.19% | Q1 2026 | Apr 30, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 15,535 | 1,483 | 0.49% | 0.59% | 110 | +25 | 0.16% | Q1 2026 | May 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 15,345 | 1,465 | 0.09% | 0.1% | 111 | +184 | 1.21% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 15,208 | 1,452 | 0.0% | 0.0% | 112 | +13,248 | 675.92% | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 15,064 | 1,438 | 0.03% | 0.04% | 113 | -86 | -0.57% | Q1 2026 | May 04, 2026 |
| Key FInancial Inc | History | Added to | 15,038 | 1,435 | 0.26% | 0.15% | 114 | +7,298 | 94.29% | Q1 2026 | Apr 24, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 15,009 | 1,433 | 0.0% | 0.0% | 115 | +165 | 1.11% | Q1 2026 | Apr 27, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 14,848 | 1,417 | 0.02% | 0.02% | 116 | +2,657 | 21.79% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 14,816 | 1,414 | 0.01% | 0.01% | 117 | -220 | -1.46% | Q1 2026 | Apr 15, 2026 |
| Sigma Planning Corp | History | Reduced | 14,514 | 1,385 | 0.04% | 0.04% | 118 | -358 | -2.41% | Q1 2026 | May 04, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 13,868 | 1,324 | 0.41% | 0.35% | 119 | +2,893 | 26.36% | Q1 2026 | May 19, 2026 |
| GWN SECURITIES INC. | History | Added to | 13,635 | 1,301 | 0.25% | 0.29% | 120 | +62 | 0.46% | Q1 2026 | May 14, 2026 |
| Greenspring Advisors, LLC | History | No change | 13,565 | 1,295 | 0.08% | 0.09% | 121 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 13,507 | 1,289 | 0.38% | 0.41% | 122 | +2 | 0.01% | Q1 2026 | Apr 22, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 13,445 | 1,283 | 0.13% | 0.14% | 123 | -5 | -0.04% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 11,845 | 1,232 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Csenge Advisory Group | History | Reduced | 12,704 | 1,212 | 0.06% | 0.06% | 125 | -328 | -2.52% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Added to | 12,505 | 1,193 | 0.01% | 0.01% | 126 | +13 | 0.1% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 12,486 | 1,192 | 0.0% | 0.0% | 127 | +26 | 0.21% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 12,648 | 1,159 | 0.07% | 0.07% | 128 | -2,642 | -17.28% | Q1 2026 | Apr 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 11,857 | 1,132 | 0.01% | 0.01% | 129 | +3,233 | 37.49% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 11,730 | 1,119 | 0.01% | 0.0% | 130 | +9,384 | 400.0% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,617 | 1,109 | 0.0% | 0.0% | 131 | -6,768 | -36.81% | Q1 2026 | May 15, 2026 |
| Brio Consultants, LLC | History | Added to | 9,746 | 1,085 | 0.13% | 0.12% | 132 | +902 | 10.2% | Q1 2026 | May 06, 2026 |
| Edge Financial Advisors LLC | History | No change | 10,367 | 1,078 | 0.45% | 0.45% | 133 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 11,225 | 1,071 | 0.06% | 0.06% | 134 | +1,618 | 16.84% | Q1 2026 | Apr 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,096 | 1,059 | 0.01% | 0.01% | 135 | +96 | 0.87% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,948 | 1,045 | 0.02% | 0.02% | 136 | +927 | 9.25% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 10,931 | 1,043 | 0.26% | 0.31% | 137 | +505 | 4.84% | Q1 2026 | May 08, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 10,895 | 1,040 | 0.9% | 0.8% | 138 | +1,767 | 19.36% | Q1 2026 | May 06, 2026 |
| Wealthquest Corp | History | No change | 9,851 | 1,024 | 0.08% | 0.08% | 139 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Indivisible Partners | History | Added to | 10,156 | 969 | 0.09% | 0.06% | 141 | +4,448 | 77.93% | Q1 2026 | Apr 30, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 10,149 | 969 | 0.02% | 0.02% | 140 | +1,705 | 20.19% | Q1 2026 | Apr 14, 2026 |
| Cooper Financial Group | History | No change | 9,646 | 921 | 0.09% | 0.11% | 142 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 9,524 | 909 | 0.09% | 0.15% | 143 | -4,188 | -30.54% | Q1 2026 | Apr 08, 2026 |
| ANB BANK | History | Reduced | 9,377 | 895 | 0.36% | 0.39% | 144 | -10 | -0.11% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Reduced | 9,335 | 891 | 0.0% | 0.0% | 145 | -2,264 | -19.52% | Q1 2026 | May 14, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 9,225 | 880 | 0.1% | 0.11% | 146 | -245 | -2.59% | Q1 2026 | Apr 28, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 9,093 | 868 | 0.05% | 0.05% | 147 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 8,929 | 852 | 0.05% | 0.07% | 148 | -1,566 | -14.92% | Q1 2026 | May 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 8,647 | 825 | 0.01% | 0.01% | 149 | +1 | 0.01% | Q1 2026 | Apr 21, 2026 |
| Summit Financial, LLC | History | Reduced | 8,617 | 822 | 0.01% | 0.01% | 150 | -566 | -6.16% | Q1 2026 | May 15, 2026 |
| Livet Wealth, LLC | History | Added to | 8,582 | 819 | 0.52% | 0.55% | 151 | +53 | 0.62% | Q1 2026 | Apr 24, 2026 |
| Nvest Financial, LLC | History | Reduced | 8,415 | 803 | 0.3% | 0.37% | 152 | -89 | -1.05% | Q1 2026 | Apr 28, 2026 |
| GTS SECURITIES LLC | History | Added to | 8,341 | 796 | 0.03% | 0.01% | 153 | +4,308 | 106.82% | Q1 2026 | May 14, 2026 |
| Summit Asset Management, LLC | History | No change | 8,285 | 791 | 0.11% | 0.12% | 154 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 8,086 | 772 | 0.07% | 0.07% | 155 | -108 | -1.32% | Q1 2026 | Apr 30, 2026 |
| HB Wealth Management, LLC | History | No change | 8,085 | 771 | 0.0% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Added to | 8,056 | 769 | 0.01% | 0.01% | 157 | +2,408 | 42.63% | Q1 2026 | May 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 8,000 | 763 | 0.32% | 0.29% | 158 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 7,850 | 749 | 0.09% | 0.09% | 159 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 7,822 | 746 | 0.48% | 0.51% | 160 | +200 | 2.62% | Q1 2026 | May 06, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 7,677 | 733 | 0.03% | 0.04% | 161 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,625 | 728 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 7,625 | 728 | 0.08% | 0.09% | 163 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | Added to | 7,538 | 719 | 0.0% | 0.0% | 164 | +743 | 10.93% | Q1 2026 | May 14, 2026 |
| Drake & Associates, LLC | History | Reduced | 7,229 | 690 | 0.13% | 0.18% | 165 | -1,372 | -15.95% | Q1 2026 | May 13, 2026 |
| LRI Investments, LLC | History | No change | 7,230 | 690 | 0.06% | 0.06% | 166 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bowman & Co S.C. | History | No change | 6,505 | 676 | 0.28% | 0.28% | 167 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Fortune 45 LLC | History | Added to | 6,942 | 662 | 0.32% | 0.35% | 168 | +7 | 0.1% | Q1 2026 | Apr 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 6,892 | 658 | 0.01% | 0.02% | 169 | -299 | -4.16% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 6,736 | 643 | 0.0% | 0.0% | 171 | +2,525 | 59.96% | Q1 2026 | May 13, 2026 |
| Vision Capital Management, Inc. | History | No change | 6,740 | 643 | 0.08% | 0.08% | 170 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,536 | 624 | 0.04% | 0.05% | 172 | +3 | 0.05% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 6,395 | 610 | 0.0% | — | 173 | +6,395 | New | Q1 2026 | May 15, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 6,222 | 594 | 0.04% | 0.04% | 174 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 6,191 | 591 | 0.0% | 0.0% | 175 | -768 | -11.04% | Q1 2026 | Apr 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 6,159 | 588 | 0.0% | 0.0% | 176 | +2 | 0.03% | Q1 2026 | May 08, 2026 |
| Optivise Advisory Services LLC | History | Added to | 6,077 | 580 | 0.35% | 0.34% | 177 | +418 | 7.39% | Q1 2026 | Apr 15, 2026 |
| Red Tortoise LLC | History | Reduced | 6,040 | 576 | 0.24% | 0.27% | 178 | -34 | -0.56% | Q1 2026 | Apr 21, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 6,031 | 575 | 0.14% | 0.14% | 179 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MKT Advisors LLC | History | Added to | 5,809 | 567 | 0.19% | 0.21% | 180 | +1 | 0.02% | Q1 2026 | Apr 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,837 | 557 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 5,037 | 556 | 0.36% | 0.37% | 182 | +5 | 0.1% | Q1 2026 | May 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 5,709 | 545 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 5,715 | 545 | 0.27% | 0.29% | 184 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | Added to | 5,679 | 542 | 0.12% | 0.0% | 185 | +5,519 | 3449.38% | Q1 2026 | May 04, 2026 |
| Midwest Financial Partners Investments, Inc. | History | No change | 5,505 | 525 | 0.28% | 0.32% | 186 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 5,485 | 523 | 0.01% | 0.01% | 187 | -61 | -1.1% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 4,860 | 523 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| INVESTED ADVISORS | History | Reduced | 5,408 | 516 | 0.52% | 0.6% | 189 | -177 | -3.17% | Q1 2026 | Apr 29, 2026 |
| Avantra Family Wealth, Inc. | History | No change | 5,400 | 515 | 0.38% | 0.41% | 190 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bouchey Financial Group Ltd | History | No change | 5,060 | 512 | 0.04% | 0.04% | 191 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,328 | 508 | 0.01% | 0.01% | 192 | +790 | 17.41% | Q1 2026 | May 01, 2026 |
| Courage Miller Partners, LLC | History | No change | 5,180 | 494 | 0.14% | 0.16% | 193 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Merited Wealth, LLC | History | New | 5,129 | 489 | 0.41% | — | 194 | +5,129 | New | Q1 2026 | Apr 24, 2026 |
| SK Wealth Management, LLC | History | Added to | 4,865 | 472 | 0.13% | 0.14% | 195 | +5 | 0.1% | Q1 2026 | May 06, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 4,825 | 460 | 0.11% | 0.13% | 196 | -450 | -8.53% | Q1 2026 | May 05, 2026 |
| Aspect Partners, LLC | History | No change | 4,755 | 454 | 0.19% | 0.22% | 197 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,736 | 452 | 0.0% | 0.0% | 198 | +353 | 8.05% | Q1 2026 | May 08, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 4,633 | 442 | 0.0% | 0.0% | 199 | -14 | -0.3% | Q1 2026 | May 01, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 4,612 | 440 | 0.16% | 0.17% | 200 | -364 | -7.32% | Q1 2026 | May 12, 2026 |
| Valpey Financial Services, LLC | History | Added to | 4,568 | 436 | 0.28% | 0.3% | 202 | +3 | 0.07% | Q1 2026 | May 11, 2026 |
| SCS Capital Management LLC | History | No change | 4,575 | 436 | 0.0% | 0.01% | 201 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 4,515 | 431 | 0.05% | 0.06% | 203 | -624 | -12.14% | Q1 2026 | May 05, 2026 |
| Paladin Advisory Group, LLC | History | No change | 4,490 | 428 | 0.33% | 0.34% | 204 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| LJI Wealth Management, LLC | History | Added to | 4,427 | 422 | 0.07% | 0.07% | 205 | +67 | 1.54% | Q1 2026 | May 04, 2026 |
| Strategic Blueprint, LLC | History | Added to | 4,334 | 413 | 0.02% | 0.02% | 206 | +414 | 10.56% | Q1 2026 | Apr 29, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | No change | 4,281 | 408 | 0.33% | 0.35% | 207 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 4,250 | 405 | 0.09% | 0.1% | 208 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 4,244 | 405 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Annex Advisory Services, LLC | History | No change | 4,178 | 398 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Accel Wealth Management | History | Reduced | 4,071 | 388 | 0.1% | 0.12% | 211 | -283 | -6.5% | Q1 2026 | Apr 08, 2026 |
| New Insight Wealth Advisors | History | Reduced | 3,902 | 372 | 0.13% | 0.16% | 212 | -526 | -11.88% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Added to | 3,854 | 367 | 0.0% | 0.0% | 213 | +1,385 | 56.1% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,740 | 357 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| COMMERCE BANK | History | Reduced | 3,703 | 353 | 0.0% | 0.0% | 215 | -413 | -10.03% | Q1 2026 | May 11, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 3,634 | 346 | 0.07% | 0.08% | 216 | -200 | -5.22% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Reduced | 3,460 | 330 | 0.01% | 0.01% | 218 | -280 | -7.49% | Q1 2026 | Apr 27, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 3,460 | 330 | 0.05% | 0.06% | 217 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 3,311 | 316 | 0.0% | — | 219 | +3,311 | New | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 3,255 | 314 | 0.02% | 0.02% | 221 | -638 | -16.39% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 3,297 | 314 | 0.0% | 0.0% | 220 | +239 | 7.82% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,211 | 306 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 3,178 | 303 | 0.0% | 0.0% | 223 | -7,614 | -70.55% | Q1 2026 | May 14, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 2,600 | 298 | 0.03% | 0.04% | 224 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Evanson Asset Management, LLC | History | No change | 3,100 | 295 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Valeo Financial Advisors, LLC | History | New | 3,024 | 288 | 0.01% | — | 226 | +3,024 | New | Q1 2026 | May 08, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 3,015 | 287 | 0.01% | 0.01% | 227 | -300 | -9.05% | Q1 2026 | May 15, 2026 |
| Fiduciary Alliance LLC | History | No change | 2,692 | 287 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| M&T BANK CORP | History | New | 3,000 | 286 | 0.0% | — | 230 | +3,000 | New | Q1 2026 | May 12, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 3,000 | 286 | 0.31% | 0.36% | 229 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 2,966 | 283 | 0.04% | 0.04% | 231 | +1 | 0.03% | Q1 2026 | Apr 27, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 2,950 | 281 | 0.02% | 0.02% | 232 | +3 | 0.1% | Q1 2026 | Apr 08, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 2,946 | 281 | 0.21% | 0.23% | 233 | +3 | 0.1% | Q1 2026 | Apr 20, 2026 |
| AlphaCore Capital LLC | History | Reduced | 2,850 | 272 | 0.01% | 0.01% | 234 | -950 | -25.0% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 2,622 | 272 | 0.05% | 0.05% | 235 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 2,800 | 267 | 0.02% | 0.01% | 237 | +3 | 0.11% | Q1 2026 | Apr 28, 2026 |
| StoneX Group Inc. | History | No change | 2,805 | 267 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 2,787 | 266 | 0.0% | 0.0% | 238 | +480 | 20.81% | Q1 2026 | Apr 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 2,782 | 265 | 0.0% | 0.0% | 239 | -250 | -8.25% | Q1 2026 | Apr 28, 2026 |
| Nilsine Partners, LLC | History | No change | 2,400 | 265 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 2,762 | 263 | 0.24% | 0.29% | 242 | -144 | -4.96% | Q1 2026 | May 11, 2026 |
| KPP Advisory Services LLC | History | No change | 2,758 | 263 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 2,754 | 262 | 0.0% | — | 244 | +2,754 | New | Q1 2026 | May 15, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 2,750 | 262 | 0.09% | 0.08% | 243 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,712 | 258 | 0.05% | 0.05% | 245 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,365 | 257 | 0.0% | — | 246 | +2,365 | New | Q1 2026 | May 01, 2026 |
| Sherman Wealth Management LLC | History | Added to | 2,643 | 252 | 0.22% | 0.24% | 247 | +2 | 0.08% | Q1 2026 | Apr 13, 2026 |
| Platt Investment Counsel, LLC | History | Reduced | 2,638 | 251 | 0.19% | 0.23% | 248 | -362 | -12.07% | Q1 2026 | Apr 09, 2026 |
| WBH ADVISORY INC | History | New | 2,564 | 247 | 0.02% | — | 249 | +2,564 | New | Q1 2026 | Apr 27, 2026 |
| McHugh Group, LLC | History | No change | 2,530 | 241 | 0.14% | 0.15% | 250 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 2,523 | 240 | 0.02% | 0.02% | 251 | +3 | 0.12% | Q1 2026 | May 04, 2026 |
| Mathes Company, Inc. | History | No change | 2,500 | 239 | 0.09% | 0.09% | 252 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIRST INTERSTATE BANK | History | No change | 2,500 | 238 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| EASTERN BANK | History | No change | 2,490 | 237 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 2,470 | 235 | 0.01% | 0.01% | 255 | +1 | 0.04% | Q1 2026 | Apr 15, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 2,468 | 235 | 0.07% | 0.07% | 256 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| OPINICUS CAPITAL, INC. | History | Reduced | 2,441 | 233 | 0.16% | 0.2% | 257 | -392 | -13.84% | Q1 2026 | May 05, 2026 |
| Destination Wealth Management | History | No change | 2,407 | 229 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Family Investment Center, Inc. | History | No change | 2,398 | 228 | 0.04% | 0.05% | 259 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 2,380 | 227 | 0.11% | 0.11% | 260 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 2,325 | 221 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Arlington Financial Advisors, LLC | History | New | 2,252 | 215 | 0.03% | — | 262 | +2,252 | New | Q1 2026 | Apr 15, 2026 |
| Allworth Financial LP | History | No change | 2,249 | 214 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PGIM Custom Harvest LLC | History | No change | 2,250 | 214 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | No change | 2,000 | 213 | 0.14% | 0.14% | 265 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| KINTRA WEALTH, LLC | History | No change | 2,217 | 211 | 0.01% | 0.03% | 266 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 2,196 | 209 | 0.01% | 0.01% | 267 | +125 | 6.04% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,187 | 208 | 0.01% | 0.01% | 268 | -154 | -6.58% | Q1 2026 | Apr 07, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,152 | 205 | 0.01% | 0.01% | 269 | +1 | 0.05% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 2,145 | 204 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RED REEF ADVISORS LLC | History | No change | 2,137 | 204 | 0.21% | 0.23% | 271 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 2,020 | 192 | 0.02% | 0.02% | 272 | -300 | -12.93% | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,972 | 188 | 0.0% | 0.0% | 273 | -600 | -23.33% | Q1 2026 | May 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,796 | 171 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Crewe Advisors LLC | History | No change | 1,740 | 166 | 0.01% | 0.02% | 275 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,647 | 157 | 0.0% | 0.0% | 276 | +1,200 | 268.46% | Q1 2026 | May 01, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 1,545 | 147 | 0.13% | 0.14% | 277 | +25 | 1.64% | Q1 2026 | May 11, 2026 |
| Costello Asset Management, INC | History | Added to | 1,377 | 131 | 0.05% | 0.05% | 278 | +10 | 0.73% | Q1 2026 | Apr 30, 2026 |
| TSFG, LLC | History | No change | 1,300 | 124 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,200 | 115 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ATWOOD & PALMER INC | History | Added to | 1,129 | 107 | 0.01% | 0.01% | 281 | +1 | 0.09% | Q1 2026 | Apr 15, 2026 |
| MGB Wealth Management, LLC | History | No change | 1,003 | 104 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 950 | 98 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 1,020 | 97 | 0.02% | 0.02% | 284 | -150 | -12.82% | Q1 2026 | Apr 30, 2026 |
| Creative Capital Management Investments LLC | History | No change | 1,007 | 96 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 880 | 91 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 939 | 89 | 0.0% | 0.0% | 287 | +584 | 164.51% | Q1 2026 | May 07, 2026 |
| UMB Bank, n.a. | History | No change | 898 | 85 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 750 | 71 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 720 | 68 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 684 | 65 | 0.03% | 0.03% | 291 | +107 | 18.54% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 680 | 64 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 619 | 59 | 0.02% | 0.06% | 293 | -1,858 | -75.01% | Q1 2026 | Apr 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 610 | 58 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Realta Investment Advisors | History | No change | 580 | 55 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Salomon & Ludwin, LLC | History | No change | 526 | 50 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | No change | 500 | 47 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | No change | 465 | 44 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Spire Wealth Management | History | Reduced | 455 | 43 | 0.0% | 0.0% | 300 | -175 | -27.78% | Q1 2026 | Apr 22, 2026 |
| Cheviot Value Management, LLC | History | No change | 458 | 43 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | May 12, 2026 |