iSHARES TRUST - IMCG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 3,006,105 | 236,790 | 2.01% | 1.98% | 1 | -74,831 | -2.43% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 2,603,354 | 205,066 | 0.05% | 0.05% | 2 | +155,028 | 6.33% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 1,279,461 | 100,783 | 0.01% | 0.01% | 3 | +130,101 | 11.32% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,023,069 | 80,587 | 0.02% | 0.02% | 4 | +55,074 | 5.69% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 931,000 | 74,537 | 0.02% | 0.01% | 5 | +121,088 | 14.95% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 943,563 | 74,324 | 0.08% | 0.08% | 6 | +26,636 | 2.9% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 827,372 | 65,172 | 0.04% | 0.04% | 7 | -14,071 | -1.67% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 573,954 | 45,210 | 0.06% | 0.06% | 8 | +10,867 | 1.93% | Q1 2026 | Apr 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 567,589 | 44,708 | 0.0% | 0.0% | 9 | +15,572 | 2.82% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 484,222 | 38,150 | 0.06% | 0.06% | 10 | +11,873 | 2.51% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 477,177 | 37,587 | 0.04% | 0.04% | 11 | +26,199 | 5.81% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 448,504 | 35,328 | 0.01% | 0.01% | 12 | +15,395 | 3.55% | Q1 2026 | May 05, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 446,106 | 35,139 | 1.0% | 1.56% | 13 | -179,614 | -28.71% | Q1 2026 | Apr 09, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 382,492 | 34,259 | 4.57% | 4.59% | 14 | +30,185 | 8.57% | Q1 2026 | May 06, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 431,977 | 34,026 | 4.18% | 4.23% | 15 | +10,694 | 2.54% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 413,728 | 32,589 | 0.01% | 0.01% | 16 | -5,720 | -1.36% | Q1 2026 | May 11, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 291,617 | 22,970 | 0.49% | 0.51% | 17 | +380 | 0.13% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Added to | 289,294 | 22,787 | 0.64% | 0.63% | 18 | +16,153 | 5.91% | Q1 2026 | May 13, 2026 |
| Cosner Financial Group, LLC | History | Added to | 273,465 | 21,540 | 11.83% | 11.02% | 19 | +3,021 | 1.12% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 269,419 | 21,223 | 0.0% | 0.0% | 20 | -884 | -0.33% | Q1 2026 | May 15, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 260,379 | 20,510 | 5.11% | 0.91% | 21 | +219,053 | 530.06% | Q1 2026 | Apr 29, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 248,475 | 19,571 | 2.6% | 2.5% | 22 | +48,033 | 23.96% | Q1 2026 | Apr 08, 2026 |
| Rodgers & Associates, LTD | History | Added to | 244,308 | 19,244 | 1.96% | 1.87% | 23 | +12,860 | 5.56% | Q1 2026 | May 04, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 229,955 | 18,113 | 2.02% | 2.07% | 24 | +6,192 | 2.77% | Q1 2026 | Apr 29, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 226,883 | 17,871 | 4.84% | 5.12% | 25 | +28,238 | 14.22% | Q1 2026 | Apr 17, 2026 |
| Allegheny Financial Group | History | Added to | 220,414 | 17,362 | 2.34% | 1.91% | 26 | +58,639 | 36.25% | Q1 2026 | Apr 16, 2026 |
| Rockport Wealth LLC | History | Reduced | 210,407 | 16,570 | 3.02% | 6.25% | 27 | -191,896 | -47.7% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 206,844 | 16,514 | 0.11% | 0.11% | 28 | -1,844 | -0.88% | Q1 2026 | May 15, 2026 |
| Matrix Trust Co | History | Added to | 203,880 | 16,060 | 2.67% | 2.68% | 29 | +556 | 0.27% | Q1 2026 | Apr 09, 2026 |
| Steele Capital Management, Inc. | History | Added to | 203,880 | 16,059 | 0.67% | 0.7% | 30 | +556 | 0.27% | Q1 2026 | Apr 29, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 165,140 | 13,008 | 1.46% | 1.37% | 31 | +5,817 | 3.65% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 161,979 | 12,759 | 0.0% | 0.0% | 32 | -22,459 | -12.18% | Q1 2026 | May 04, 2026 |
| Eagle Strategies LLC | History | Added to | 161,271 | 12,703 | 1.52% | 1.53% | 33 | +10,884 | 7.24% | Q1 2026 | Apr 20, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Added to | 157,049 | 12,658 | 6.71% | 5.88% | 34 | +29,442 | 23.07% | Q1 2026 | Apr 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 152,746 | 12,031 | 0.73% | 0.77% | 35 | -711 | -0.46% | Q1 2026 | Apr 13, 2026 |
| GRANVILLE CAPITAL, INC. | History | Added to | 145,691 | 11,476 | 6.0% | 5.67% | 36 | +11,937 | 8.92% | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 139,661 | 11,001 | 0.26% | 0.49% | 37 | +12,089 | 9.48% | Q1 2026 | Apr 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 138,725 | 10,927 | 0.56% | 0.55% | 38 | +8,898 | 6.85% | Q1 2026 | Apr 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 137,244 | 10,810 | 0.12% | 0.14% | 39 | +10,853 | 8.59% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 134,237 | 10,574 | 0.03% | 0.03% | 40 | +9,506 | 7.62% | Q1 2026 | Apr 30, 2026 |
| Integrated Investment Consultants, LLC | History | Added to | 133,072 | 10,482 | 2.22% | 1.96% | 41 | +8,078 | 6.46% | Q1 2026 | Jun 01, 2026 |
| Sigma Planning Corp | History | Added to | 129,887 | 10,231 | 0.28% | 0.28% | 42 | +1,982 | 1.55% | Q1 2026 | May 04, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 114,967 | 9,538 | 1.93% | 1.97% | 43 | +3,373 | 3.02% | Q1 2026 | Apr 15, 2026 |
| OxenFree Capital LLC | History | Added to | 110,463 | 9,429 | 4.57% | 3.85% | 44 | +18,625 | 20.28% | Q1 2026 | Apr 16, 2026 |
| CWM, LLC | History | Reduced | 116,410 | 9,169 | 0.02% | 0.04% | 45 | -79,815 | -40.68% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 107,603 | 8,475 | 0.01% | 0.01% | 46 | +6,230 | 6.15% | Q1 2026 | Apr 27, 2026 |
| Tandem Financial, LLC | History | Added to | 107,479 | 8,466 | 2.69% | 5.92% | 47 | +42,078 | 64.34% | Q1 2026 | May 08, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 107,243 | 8,447 | 2.33% | 2.25% | 48 | +6,976 | 6.96% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 107,018 | 8,429 | 0.17% | 0.17% | 49 | +839 | 0.79% | Q1 2026 | May 14, 2026 |
| PFS Partners, LLC | History | Added to | 101,932 | 8,029 | 3.68% | 3.59% | 50 | +3,695 | 3.76% | Q1 2026 | Apr 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 99,479 | 7,835 | 0.04% | 0.04% | 51 | +3,175 | 3.3% | Q1 2026 | May 08, 2026 |
| Certified Advisory Corp | History | Added to | 97,866 | 7,708 | 0.69% | 0.58% | 52 | +18,194 | 22.84% | Q1 2026 | Apr 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 92,615 | 7,295 | 0.03% | 0.02% | 53 | +26,185 | 39.42% | Q1 2026 | Jun 02, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 91,869 | 6,982 | 0.0% | 0.0% | 54 | +18,682 | 25.53% | Q1 2026 | May 13, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Added to | 88,437 | 6,966 | 4.52% | 4.44% | 55 | +2,275 | 2.64% | Q1 2026 | Apr 29, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 80,501 | 6,341 | 4.44% | 4.48% | 56 | +1,481 | 1.87% | Q1 2026 | May 29, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 80,219 | 6,318 | 0.08% | 0.09% | 57 | +625 | 0.79% | Q1 2026 | Apr 23, 2026 |
| DDFG, Inc | History | Added to | 77,581 | 6,111 | 1.32% | 0.88% | 58 | +27,125 | 53.76% | Q1 2026 | Apr 22, 2026 |
| Verde Capital Management | History | Added to | 77,518 | 6,106 | 1.31% | 1.19% | 59 | +7,664 | 10.97% | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 72,096 | 5,678 | 0.03% | 0.05% | 60 | -57,274 | -44.27% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 71,521 | 5,633 | 0.02% | 0.02% | 61 | +11,311 | 18.79% | Q1 2026 | Apr 30, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 70,492 | 5,552 | 1.0% | 0.92% | 62 | +7,055 | 11.12% | Q1 2026 | Apr 29, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 65,661 | 5,172 | 1.68% | 1.66% | 63 | +2,818 | 4.48% | Q1 2026 | May 01, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 58,319 | 5,016 | 0.09% | 0.17% | 64 | +14,522 | 33.16% | Q1 2026 | May 01, 2026 |
| American Trust | History | Reduced | 62,034 | 4,886 | 0.43% | 0.42% | 65 | -454 | -0.73% | Q1 2026 | May 01, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 59,594 | 4,694 | 1.61% | 1.5% | 66 | +6,513 | 12.27% | Q1 2026 | Apr 27, 2026 |
| Chaney Capital Management, Inc. | History | Added to | 59,306 | 4,671 | 1.65% | 1.49% | 67 | +5,054 | 9.32% | Q1 2026 | May 11, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 58,311 | 4,593 | 1.2% | 1.01% | 68 | +11,288 | 24.01% | Q1 2026 | Apr 10, 2026 |
| Summit Asset Management, LLC | History | Reduced | 57,377 | 4,519 | 0.63% | 0.65% | 69 | -419 | -0.72% | Q1 2026 | May 08, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 57,289 | 4,512 | 4.76% | 3.9% | 70 | +11,745 | 25.79% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 55,927 | 4,482 | 0.01% | 0.01% | 71 | -23,573 | -29.65% | Q1 2026 | Apr 08, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 56,619 | 4,459 | 2.42% | 2.46% | 72 | +2,633 | 4.88% | Q1 2026 | May 04, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 55,500 | 4,371 | 1.9% | 1.98% | 73 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 54,568 | 4,298 | 0.03% | 0.03% | 74 | +5,830 | 11.96% | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | Reduced | 54,157 | 4,273 | 0.02% | 0.02% | 75 | -2,315 | -4.1% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 53,405 | 4,206 | 0.01% | 0.02% | 76 | -41,710 | -43.85% | Q1 2026 | May 04, 2026 |
| Virtus Wealth Solutions LLC | History | Reduced | 52,785 | 4,157 | 0.79% | 0.81% | 77 | -515 | -0.97% | Q1 2026 | May 08, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 52,755 | 4,155 | 2.0% | 2.09% | 78 | -3,197 | -5.71% | Q1 2026 | Apr 15, 2026 |
| NWAM LLC | History | Added to | 51,953 | 4,092 | 0.24% | 0.24% | 79 | +11 | 0.02% | Q1 2026 | May 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 51,612 | 4,065 | 0.19% | 0.2% | 80 | +686 | 1.35% | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 50,026 | 3,941 | 0.01% | 0.01% | 81 | +878 | 1.79% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Added to | 49,724 | 3,916 | 0.0% | 0.0% | 82 | +1,110 | 2.28% | Q1 2026 | May 12, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 46,606 | 3,721 | 0.99% | 0.99% | 83 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 43,436 | 3,421 | 0.46% | 0.49% | 84 | -1,128 | -2.53% | Q1 2026 | Apr 17, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 42,595 | 3,355 | 0.37% | 0.4% | 85 | -4,840 | -10.2% | Q1 2026 | May 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 42,294 | 3,331 | 0.01% | 0.01% | 86 | +15,751 | 59.34% | Q1 2026 | May 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 40,791 | 3,212 | 0.42% | 0.44% | 87 | +797 | 1.99% | Q1 2026 | Apr 15, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 40,634 | 3,200 | 1.69% | 1.16% | 88 | +13,231 | 48.28% | Q1 2026 | May 08, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 38,935 | 3,067 | 1.52% | 1.49% | 89 | -598 | -1.51% | Q1 2026 | Apr 23, 2026 |
| Prospect Financial Services LLC | History | Added to | 37,922 | 2,987 | 1.82% | 1.73% | 90 | +289 | 0.77% | Q1 2026 | Apr 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 37,954 | 2,922 | 0.0% | 0.0% | 91 | +13,253 | 53.65% | Q1 2026 | May 15, 2026 |
| Towne Trust Company, N.A | History | Added to | 36,941 | 2,909 | 0.93% | 0.8% | 92 | +4,825 | 15.02% | Q1 2026 | Apr 22, 2026 |
| Leo Wealth, LLC | History | Reduced | 35,794 | 2,819 | 0.2% | 0.21% | 93 | -567 | -1.56% | Q1 2026 | May 05, 2026 |
| Capital Square, LLC | History | Added to | 31,193 | 2,730 | 1.26% | 1.21% | 94 | +1,541 | 5.2% | Q1 2026 | May 11, 2026 |
| Accel Wealth Management | History | Added to | 33,867 | 2,667 | 0.7% | 0.63% | 95 | +4,917 | 16.98% | Q1 2026 | Apr 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 33,141 | 2,610 | 0.0% | 0.0% | 96 | +2,717 | 8.93% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 32,224 | 2,538 | 0.02% | 0.0% | 97 | +29,024 | 907.0% | Q1 2026 | May 15, 2026 |
| Family Legacy, Inc. | History | Reduced | 32,175 | 2,534 | 0.76% | 0.92% | 98 | -6,526 | -16.86% | Q1 2026 | May 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 32,050 | 2,524 | 0.27% | 0.34% | 99 | +34 | 0.11% | Q1 2026 | Apr 23, 2026 |
| Ignite Planners, LLC | History | Added to | 31,833 | 2,501 | 0.39% | 0.4% | 100 | +147 | 0.46% | Q1 2026 | Apr 17, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 31,182 | 2,456 | 0.27% | 0.28% | 101 | -1,143 | -3.54% | Q1 2026 | Apr 23, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 31,179 | 2,455 | 0.45% | 0.46% | 102 | -197 | -0.63% | Q1 2026 | May 06, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 30,306 | 2,387 | 0.03% | 0.03% | 103 | +7 | 0.02% | Q1 2026 | May 12, 2026 |
| LRI Investments, LLC | History | No change | 29,730 | 2,341 | 0.21% | 0.19% | 104 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 29,136 | 2,295 | 0.03% | 0.04% | 105 | -1,706 | -5.53% | Q1 2026 | May 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 25,272 | 2,224 | 0.17% | 0.18% | 106 | +252 | 1.01% | Q1 2026 | May 01, 2026 |
| Horizon Investment Services, LLC | History | Added to | 26,930 | 2,121 | 0.74% | 0.58% | 107 | +6,840 | 34.05% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 26,782 | 2,109 | 0.09% | 0.09% | 108 | -175 | -0.65% | Q1 2026 | Apr 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 26,733 | 2,105 | 0.0% | 0.0% | 109 | -831 | -3.01% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 26,373 | 2,077 | 0.0% | 0.0% | 110 | +7,303 | 38.3% | Q1 2026 | May 12, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Reduced | 26,175 | 2,061 | 1.78% | 1.77% | 111 | -1,270 | -4.63% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 26,098 | 2,055 | 0.0% | 0.0% | 112 | +3,460 | 15.28% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Reduced | 25,734 | 2,027 | 0.09% | 0.09% | 113 | -46 | -0.18% | Q1 2026 | May 13, 2026 |
| United Advisor Group, LLC | History | Added to | 25,050 | 1,973 | 0.24% | 0.22% | 114 | +2,938 | 13.29% | Q1 2026 | Apr 17, 2026 |
| Hilltop Holdings Inc. | History | Added to | 22,340 | 1,759 | 0.16% | 0.1% | 115 | +419 | 1.91% | Q1 2026 | May 14, 2026 |
| Faithward Advisors, LLC | History | Added to | 22,310 | 1,757 | 0.25% | 0.16% | 116 | +8,639 | 63.19% | Q1 2026 | Apr 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 22,158 | 1,745 | 0.03% | 0.03% | 117 | -293 | -1.31% | Q1 2026 | May 07, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 22,107 | 1,741 | 0.49% | 0.53% | 118 | -138 | -0.62% | Q1 2026 | Apr 24, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 21,603 | 1,704 | 0.23% | 0.24% | 119 | -775 | -3.46% | Q1 2026 | Apr 27, 2026 |
| Nilsine Partners, LLC | History | Reduced | 19,445 | 1,699 | 0.13% | 0.15% | 120 | -2,771 | -12.47% | Q1 2026 | Apr 29, 2026 |
| McAdam, LLC | History | Added to | 21,500 | 1,693 | 0.08% | 0.07% | 121 | +2,022 | 10.38% | Q1 2026 | May 08, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 21,095 | 1,661 | 0.55% | 0.59% | 122 | +10 | 0.05% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 20,726 | 1,632 | 0.0% | 0.0% | 123 | +784 | 3.93% | Q1 2026 | May 08, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 20,688 | 1,629 | 0.45% | 0.48% | 124 | -574 | -2.7% | Q1 2026 | May 07, 2026 |
| Betterment LLC | History | Reduced | 20,297 | 1,599 | 0.0% | 0.0% | 125 | -6,770 | -25.01% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 20,131 | 1,585 | 0.07% | 0.08% | 126 | -1,352 | -6.29% | Q1 2026 | May 12, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 17,934 | 1,574 | 0.06% | 0.06% | 127 | -129 | -0.71% | Q1 2026 | Apr 24, 2026 |
| Bonfire Financial | History | Reduced | 19,639 | 1,546 | 1.16% | 1.21% | 128 | -616 | -3.04% | Q1 2026 | May 06, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 19,446 | 1,531 | 0.05% | 0.06% | 129 | -3,406 | -14.9% | Q1 2026 | Apr 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 18,944 | 1,492 | 0.0% | — | 130 | +18,944 | New | Q1 2026 | May 12, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 18,682 | 1,471 | 0.19% | 0.21% | 131 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 18,583 | 1,463 | 0.01% | 0.01% | 132 | -2,584 | -12.21% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 18,368 | 1,446 | 0.0% | 0.0% | 133 | +5,915 | 47.5% | Q1 2026 | May 15, 2026 |
| First Bank & Trust | History | Added to | 18,199 | 1,433 | 0.23% | 0.17% | 134 | +5,056 | 38.47% | Q1 2026 | Apr 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 17,762 | 1,416 | 0.01% | 0.02% | 135 | -1,294 | -6.79% | Q1 2026 | Apr 07, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 17,816 | 1,403 | 0.68% | 0.74% | 136 | -61 | -0.34% | Q1 2026 | Apr 22, 2026 |
| HRT FINANCIAL LP | History | Reduced | 17,667 | 1,391 | 0.0% | 0.01% | 138 | -11,827 | -40.1% | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 17,666 | 1,391 | 0.08% | 0.08% | 137 | +325 | 1.87% | Q1 2026 | Apr 30, 2026 |
| Stanich Group LLC | History | Reduced | 17,647 | 1,390 | 1.06% | 1.07% | 139 | -125 | -0.7% | Q1 2026 | Apr 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 17,395 | 1,370 | 0.01% | 0.0% | 140 | +7,808 | 81.44% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 17,374 | 1,368 | 0.02% | 0.0% | 141 | +11,966 | 221.26% | Q1 2026 | Apr 28, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 17,249 | 1,358 | 1.18% | 1.25% | 142 | -899 | -4.95% | Q1 2026 | May 07, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 16,977 | 1,337 | 0.86% | 0.92% | 143 | -799 | -4.49% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 16,717 | 1,334 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Carnegie Investment Counsel | History | Added to | 15,991 | 1,259 | 0.02% | 0.02% | 145 | +291 | 1.85% | Q1 2026 | May 01, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 15,738 | 1,239 | 0.09% | 0.09% | 146 | -126 | -0.79% | Q1 2026 | Apr 20, 2026 |
| HF Advisory Group, LLC | History | Reduced | 15,166 | 1,194 | 0.41% | 0.43% | 147 | -414 | -2.66% | Q1 2026 | Apr 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 15,122 | 1,191 | 0.03% | 0.03% | 148 | +253 | 1.7% | Q1 2026 | May 15, 2026 |
| Neumann Capital Management, LLC | History | No change | 15,076 | 1,187 | 0.35% | 0.35% | 149 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CITIGROUP INC | History | Reduced | 14,387 | 1,133 | 0.0% | 0.0% | 150 | -419 | -2.83% | Q1 2026 | May 11, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 14,370 | 1,131 | 0.01% | 0.0% | 151 | -156 | -1.07% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,856 | 1,091 | 0.02% | 0.02% | 152 | +2,204 | 18.92% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 13,702 | 1,079 | 0.0% | — | 154 | +13,702 | New | Q1 2026 | May 13, 2026 |
| KPP Advisory Services LLC | History | Reduced | 13,708 | 1,079 | 0.16% | 0.17% | 153 | -1,214 | -8.14% | Q1 2026 | Apr 24, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 13,645 | 1,074 | 0.01% | 0.01% | 155 | -2,758 | -16.81% | Q1 2026 | May 08, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 13,193 | 1,039 | 0.5% | 0.48% | 156 | +610 | 4.85% | Q1 2026 | May 07, 2026 |
| Vise Technologies, Inc. | History | No change | 12,749 | 1,017 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,292 | 981 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 12,428 | 979 | 0.0% | 0.0% | 159 | +184 | 1.5% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 12,426 | 978 | 0.01% | 0.01% | 160 | -2,552 | -17.04% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 12,206 | 961 | 0.0% | 0.0% | 161 | +11,760 | 2636.77% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | Added to | 12,107 | 953 | 0.03% | 0.01% | 162 | +5,552 | 84.7% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 11,839 | 945 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 11,951 | 941 | 0.05% | 0.05% | 164 | -331 | -2.7% | Q1 2026 | Apr 17, 2026 |
| Integrity Wealth Partners, LLC | History | New | 11,720 | 923 | 0.83% | — | 165 | +11,720 | New | Q1 2026 | Apr 27, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 11,600 | 913 | 0.31% | 0.31% | 166 | +565 | 5.12% | Q1 2026 | May 08, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Reduced | 11,416 | 899 | 0.42% | 0.44% | 167 | -226 | -1.94% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 11,408 | 898 | 0.0% | 0.0% | 168 | -1,480 | -11.48% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,366 | 895 | 0.01% | 0.01% | 169 | +5 | 0.04% | Q1 2026 | Apr 20, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 11,257 | 886 | 0.11% | 0.11% | 170 | +104 | 0.93% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 11,141 | 878 | 0.01% | 0.01% | 171 | -43 | -0.38% | Q1 2026 | Apr 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 11,114 | 875 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 11,090 | 873 | 0.02% | 0.01% | 173 | +5,971 | 116.64% | Q1 2026 | Apr 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 10,930 | 860 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Truepoint, Inc. | History | Added to | 10,878 | 856 | 0.02% | 0.02% | 175 | +1,198 | 12.38% | Q1 2026 | May 08, 2026 |
| GTS SECURITIES LLC | History | Added to | 10,827 | 852 | 0.03% | 0.02% | 176 | +4,702 | 76.77% | Q1 2026 | May 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 10,797 | 850 | 0.18% | 0.1% | 177 | +5,033 | 87.32% | Q1 2026 | Apr 15, 2026 |
| CPWA, LLC | History | New | 9,306 | 845 | 1.01% | — | 178 | +9,306 | New | Q1 2026 | May 13, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 10,695 | 842 | 0.13% | 0.14% | 179 | +1,199 | 12.63% | Q1 2026 | Apr 30, 2026 |
| Belpointe Asset Management LLC | History | Added to | 10,429 | 821 | 0.03% | 0.03% | 180 | +314 | 3.1% | Q1 2026 | Apr 28, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 10,351 | 815 | 0.27% | 0.26% | 181 | -349 | -3.26% | Q1 2026 | May 15, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 10,227 | 805 | 0.52% | 1.2% | 182 | -11,739 | -53.44% | Q1 2026 | Apr 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 9,825 | 773 | 0.26% | 0.26% | 183 | +104 | 1.07% | Q1 2026 | Apr 09, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 9,794 | 771 | 0.57% | 0.58% | 184 | -386 | -3.79% | Q1 2026 | Apr 17, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 9,774 | 769 | 0.62% | 0.73% | 185 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PFG Advisors | History | Reduced | 9,592 | 755 | 0.04% | 0.04% | 186 | -356 | -3.58% | Q1 2026 | May 05, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 9,518 | 749 | 0.05% | 0.06% | 187 | +200 | 2.15% | Q1 2026 | Apr 17, 2026 |
| Independent Advisor Alliance | History | New | 9,444 | 743 | 0.01% | — | 188 | +9,444 | New | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 9,420 | 742 | 0.0% | 0.0% | 189 | -66 | -0.7% | Q1 2026 | May 15, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 9,397 | 740 | 0.33% | 0.33% | 190 | -276 | -2.85% | Q1 2026 | May 05, 2026 |
| Financial Freedom, LLC | History | Added to | 9,300 | 732 | 0.36% | 0.37% | 191 | +9 | 0.1% | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | Added to | 9,149 | 720 | 0.01% | 0.01% | 192 | +215 | 2.41% | Q1 2026 | Apr 27, 2026 |
| AtlasMark Financial, Inc | History | No change | 9,000 | 718 | 0.46% | 0.46% | 193 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sentinel Advisory Group, LLC | History | New | 9,000 | 708 | 0.34% | — | 194 | +9,000 | New | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Added to | 8,947 | 704 | 0.04% | 0.04% | 195 | +707 | 8.58% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 8,889 | 700 | 0.02% | 0.02% | 196 | -125 | -1.39% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 8,838 | 696 | 0.0% | 0.0% | 197 | +1,426 | 19.24% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Reduced | 8,522 | 671 | 0.02% | 0.02% | 198 | -817 | -8.75% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 8,743 | 668 | 0.0% | 0.0% | 199 | +887 | 11.29% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,392 | 661 | 0.01% | 0.01% | 200 | +17 | 0.2% | Q1 2026 | May 01, 2026 |
| IBEX WEALTH ADVISORS | History | New | 8,383 | 660 | 0.06% | — | 201 | +8,383 | New | Q1 2026 | Apr 30, 2026 |
| Ridgewood Investments LLC | History | New | 8,245 | 649 | 0.27% | — | 202 | +8,245 | New | Q1 2026 | Apr 03, 2026 |
| MLP3, LLC | History | Reduced | 8,147 | 641 | 0.71% | 0.72% | 203 | -162 | -1.95% | Q1 2026 | Apr 13, 2026 |
| Michels Family Financial, LLC | History | Reduced | 8,047 | 633 | 0.46% | 0.48% | 204 | -140 | -1.71% | Q1 2026 | Apr 24, 2026 |
| Addison Advisors LLC | History | Added to | 8,035 | 632 | 0.14% | 0.14% | 205 | +485 | 6.42% | Q1 2026 | May 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 7,982 | 628 | 0.02% | 0.02% | 206 | +1,474 | 22.65% | Q1 2026 | May 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 7,979 | 628 | 0.07% | 0.07% | 207 | -612 | -7.12% | Q1 2026 | Apr 22, 2026 |
| Falcon Wealth Planning | History | Reduced | 7,831 | 616 | 0.04% | 0.05% | 208 | -150 | -1.88% | Q1 2026 | Apr 20, 2026 |
| Savant Capital, LLC | History | Reduced | 7,737 | 609 | 0.0% | 0.0% | 209 | -1,508 | -16.31% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | No change | 7,658 | 603 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 7,113 | 560 | 0.39% | 0.36% | 211 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 7,074 | 557 | 0.01% | 0.01% | 212 | +2 | 0.03% | Q1 2026 | May 04, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 6,987 | 550 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 6,907 | 544 | 0.0% | 0.0% | 214 | +3,316 | 92.34% | Q1 2026 | May 15, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | No change | 6,750 | 544 | 0.32% | 0.32% | 215 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 6,804 | 535 | 0.0% | 0.0% | 216 | -616 | -8.3% | Q1 2026 | May 13, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 6,614 | 520 | 0.23% | 0.23% | 217 | +219 | 3.42% | Q1 2026 | May 27, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 6,540 | 515 | 0.1% | 0.11% | 218 | -135 | -2.02% | Q1 2026 | Apr 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,475 | 510 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 6,373 | 502 | 0.01% | 0.01% | 220 | +129 | 2.07% | Q1 2026 | Apr 13, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 6,248 | 492 | 0.06% | 0.09% | 221 | -3,038 | -32.72% | Q1 2026 | May 08, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 6,164 | 485 | 0.17% | 0.24% | 222 | -1,353 | -18.0% | Q1 2026 | Apr 21, 2026 |
| Prospera Financial Services Inc | History | Reduced | 6,151 | 484 | 0.01% | 0.01% | 223 | -196 | -3.09% | Q1 2026 | Apr 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 6,130 | 482 | 0.17% | 0.17% | 224 | -394 | -6.04% | Q1 2026 | May 12, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 5,955 | 469 | 0.08% | 0.09% | 225 | -441 | -6.89% | Q1 2026 | Apr 22, 2026 |
| Kaizen Financial Strategies | History | Reduced | 5,456 | 467 | 0.2% | 0.19% | 226 | -82 | -1.48% | Q1 2026 | May 01, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 5,915 | 465 | 0.33% | 0.33% | 227 | +135 | 2.34% | Q1 2026 | May 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 5,845 | 460 | 0.06% | 0.06% | 228 | -120 | -2.01% | Q1 2026 | May 05, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 5,614 | 442 | 0.01% | 0.01% | 229 | -1,301 | -18.81% | Q1 2026 | May 08, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 5,597 | 440 | 0.01% | 0.01% | 230 | -444 | -7.35% | Q1 2026 | Apr 21, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 5,378 | 423 | 0.0% | 0.0% | 231 | +586 | 12.23% | Q1 2026 | May 05, 2026 |
| Fermata Advisors, LLC | History | Reduced | 5,378 | 423 | 0.1% | 0.11% | 232 | -118 | -2.15% | Q1 2026 | Apr 08, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 5,289 | 416 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GWN SECURITIES INC. | History | Added to | 5,246 | 413 | 0.08% | 0.08% | 234 | +155 | 3.04% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 5,100 | 404 | 0.06% | 0.07% | 235 | -150 | -2.86% | Q1 2026 | May 04, 2026 |
| Brooklyn Investment Group | History | Added to | 5,079 | 400 | 0.01% | 0.01% | 236 | +1,710 | 50.76% | Q1 2026 | Apr 29, 2026 |
| Revisor Wealth Management LLC | History | Added to | 5,067 | 399 | 0.11% | 0.1% | 237 | +606 | 13.58% | Q1 2026 | Apr 27, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 4,950 | 389 | 0.13% | 0.11% | 238 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 4,870 | 383 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Davis Investment Partners, LLC | History | No change | 4,800 | 378 | 0.13% | 0.14% | 240 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | Reduced | 4,747 | 373 | 0.0% | 0.0% | 241 | -2,076 | -30.43% | Q1 2026 | May 06, 2026 |
| BLALOCK WILLIAMS, LLC | History | No change | 4,700 | 370 | 0.29% | 0.3% | 242 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triangle Securities Wealth Management | History | Added to | 4,679 | 368 | 0.08% | 0.07% | 243 | +794 | 20.44% | Q1 2026 | Apr 20, 2026 |
| Trust Point Inc. | History | New | 4,651 | 366 | 0.03% | — | 244 | +4,651 | New | Q1 2026 | Apr 15, 2026 |
| StoneX Group Inc. | History | Added to | 4,635 | 365 | 0.02% | 0.01% | 245 | +1,386 | 42.66% | Q1 2026 | May 14, 2026 |
| American Money Management, LLC | History | No change | 4,630 | 364 | 0.06% | 0.06% | 246 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| rebel Financial LLC | History | Reduced | 4,588 | 361 | 0.16% | 0.16% | 247 | -20 | -0.43% | Q1 2026 | Apr 24, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 4,580 | 360 | 0.19% | 0.23% | 248 | -870 | -15.96% | Q1 2026 | Apr 16, 2026 |
| Asset Management Group, Inc. | History | Added to | 4,563 | 359 | 0.06% | 0.06% | 249 | +7 | 0.15% | Q1 2026 | May 15, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 4,500 | 354 | 0.08% | 0.08% | 250 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4,423 | 348 | 0.01% | 0.02% | 251 | -4,253 | -49.02% | Q1 2026 | May 15, 2026 |
| Journey Advisory Group, LLC | History | No change | 4,385 | 345 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LexAurum Advisors, LLC | History | New | 4,356 | 343 | 0.04% | — | 254 | +4,356 | New | Q1 2026 | Apr 13, 2026 |
| LongView Wealth Management | History | Added to | 4,015 | 343 | 0.09% | 0.08% | 253 | +118 | 3.03% | Q1 2026 | Apr 15, 2026 |
| Cerity Partners LLC | History | Reduced | 4,342 | 342 | 0.0% | 0.0% | 255 | -1,309 | -23.16% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 4,335 | 341 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Secure Asset Management, LLC | History | Reduced | 4,321 | 340 | 0.05% | 0.06% | 257 | -215 | -4.74% | Q1 2026 | Apr 09, 2026 |
| Unified Investment Management | History | Added to | 4,285 | 337 | 0.34% | 0.33% | 258 | +135 | 3.25% | Q1 2026 | Apr 29, 2026 |
| Carrera Capital Advisors | History | Reduced | 4,276 | 336 | 0.05% | 0.07% | 259 | -660 | -13.37% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 4,232 | 331 | 0.0% | 0.0% | 260 | -5,003 | -54.17% | Q1 2026 | May 01, 2026 |
| Edge Financial Advisors LLC | History | No change | 4,123 | 329 | 0.14% | 0.14% | 261 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 4,090 | 328 | 0.09% | 0.1% | 262 | +6 | 0.15% | Q1 2026 | Apr 08, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 4,108 | 323 | 0.03% | 0.03% | 263 | +102 | 2.55% | Q1 2026 | Apr 24, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 4,098 | 322 | 0.01% | 0.01% | 264 | +237 | 6.14% | Q1 2026 | Apr 08, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 4,032 | 317 | 0.04% | 0.04% | 265 | +102 | 2.6% | Q1 2026 | May 12, 2026 |
| Monetary Solutions, Ltd | History | Added to | 4,029 | 317 | 0.31% | 0.32% | 266 | +1 | 0.02% | Q1 2026 | May 01, 2026 |
| Jacobi Capital Management LLC | History | Added to | 3,952 | 311 | 0.02% | 0.02% | 267 | +233 | 6.27% | Q1 2026 | May 13, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 3,946 | 310 | 0.03% | 0.03% | 268 | +297 | 8.14% | Q1 2026 | Apr 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,890 | 306 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Northern Capital Management, Inc. | History | No change | 3,880 | 305 | 0.15% | 0.16% | 270 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TAGStone Capital, Inc. | History | Added to | 3,865 | 304 | 0.11% | 0.11% | 271 | +112 | 2.98% | Q1 2026 | May 11, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | No change | 3,840 | 302 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Rede Wealth, LLC | History | No change | 3,786 | 298 | 0.11% | 0.1% | 273 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Richwood Investment Advisors, LLC | History | No change | 3,725 | 293 | 0.23% | 0.22% | 274 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 3,668 | 292 | 0.0% | 0.01% | 275 | +62 | 1.72% | Q1 2026 | May 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 3,350 | 291 | 0.02% | 0.04% | 276 | -2,702 | -44.65% | Q1 2026 | Apr 29, 2026 |
| Trilogy Capital Inc. | History | Reduced | 3,652 | 287 | 0.01% | 0.02% | 277 | -836 | -18.63% | Q1 2026 | Apr 21, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 3,594 | 283 | 0.05% | 0.05% | 278 | +441 | 13.99% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,561 | 280 | 0.03% | 0.03% | 279 | -158 | -4.25% | Q1 2026 | Apr 30, 2026 |
| High Falls Advisors, Inc | History | No change | 3,503 | 279 | 0.06% | 0.06% | 280 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 3,479 | 274 | 0.0% | 0.01% | 281 | -10,581 | -75.26% | Q1 2026 | May 13, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 3,487 | 274 | 0.01% | 0.02% | 283 | -2,592 | -42.64% | Q1 2026 | May 07, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 3,490 | 274 | 0.07% | 0.08% | 282 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 3,269 | 272 | 0.07% | 0.07% | 284 | -61 | -1.83% | Q1 2026 | Apr 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 3,405 | 268 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FCG Investment Co | History | New | 3,390 | 267 | 0.12% | — | 286 | +3,390 | New | Q1 2026 | Apr 09, 2026 |
| Strategic Financial Concepts, LLC | History | New | 3,386 | 266 | 0.07% | — | 287 | +3,386 | New | Q1 2026 | May 12, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 3,360 | 264 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 3,300 | 259 | 0.0% | 0.0% | 289 | +623 | 23.27% | Q1 2026 | Apr 28, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 3,276 | 258 | 0.0% | 0.0% | 290 | -78 | -2.33% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | New | 3,197 | 251 | 0.0% | — | 292 | +3,197 | New | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 3,198 | 251 | 0.0% | 0.0% | 291 | -359 | -10.09% | Q1 2026 | May 14, 2026 |
| Innova Wealth Partners | History | New | 3,170 | 249 | 0.12% | — | 293 | +3,170 | New | Q1 2026 | Apr 24, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,158 | 248 | 0.0% | 0.0% | 294 | +61 | 1.97% | Q1 2026 | May 01, 2026 |
| Kendall Capital Management | History | Added to | 3,071 | 241 | 0.05% | 0.05% | 295 | +2 | 0.07% | Q1 2026 | Apr 24, 2026 |
| Keel Point, LLC | History | New | 3,044 | 239 | 0.02% | — | 296 | +3,044 | New | Q1 2026 | May 29, 2026 |
| Allworth Financial LP | History | Reduced | 3,006 | 236 | 0.0% | 0.0% | 297 | -1,331 | -30.69% | Q1 2026 | May 14, 2026 |
| Evanson Asset Management, LLC | History | No change | 3,000 | 236 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,071 | 233 | 0.01% | 0.01% | 299 | +209 | 7.3% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,942 | 231 | 0.01% | 0.01% | 300 | -350 | -10.63% | Q1 2026 | May 15, 2026 |