iSHARES TRUST - IOO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 28,655,482 | 3,466,453 | 0.06% | 0.06% | 1 | +298,118 | 1.05% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,801,588 | 338,908 | 0.21% | 0.22% | 2 | +21,240 | 0.76% | Q1 2026 | May 07, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 1,271,829 | 153,853 | 2.88% | 3.09% | 3 | -5,109 | -0.4% | Q1 2026 | Apr 16, 2026 |
| LPL Financial LLC | History | Added to | 1,235,986 | 149,517 | 0.04% | 0.04% | 4 | +16,753 | 1.37% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 1,071,163 | 129,578 | 0.01% | 0.01% | 5 | +57,628 | 5.69% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 959,444 | 116,063 | 0.01% | 0.01% | 6 | -17,551 | -1.8% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 650,699 | 78,715 | 0.02% | 0.03% | 7 | +12,971 | 2.03% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 528,198 | 63,896 | 0.8% | 0.74% | 8 | +56,666 | 12.02% | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | Reduced | 427,576 | 51,723 | 0.01% | 0.01% | 9 | -27,117 | -5.96% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 388,533 | 47,000 | 0.01% | 0.01% | 10 | -9,340 | -2.35% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 359,958 | 43,544 | 0.05% | 0.05% | 11 | +10,646 | 3.05% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 320,961 | 38,828 | 0.01% | 0.01% | 12 | -61,400 | -16.06% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 317,630 | 38,423 | 0.01% | 0.01% | 13 | +92,702 | 41.21% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 312,031 | 37,746 | 0.01% | 0.01% | 14 | +31,942 | 11.4% | Q1 2026 | May 04, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 309,853 | 37,482 | 3.12% | 3.44% | 15 | -13,526 | -4.18% | Q1 2026 | Apr 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 300,479 | 36,676 | 0.63% | 0.68% | 16 | +4,779 | 1.62% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | New | 274,000 | 33,145 | 0.21% | — | 17 | +274,000 | New | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Added to | 252,844 | 30,586 | 0.31% | 0.33% | 18 | +1,310 | 0.52% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 208,080 | 25,177 | 0.04% | 0.04% | 19 | +9,156 | 4.6% | Q1 2026 | May 15, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 201,180 | 24,336 | 5.35% | 4.49% | 20 | +45,964 | 29.61% | Q1 2026 | Apr 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 183,518 | 22,200 | 0.06% | 0.07% | 21 | -34,530 | -15.84% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Added to | 162,295 | 19,632 | 0.01% | 0.01% | 22 | +97 | 0.06% | Q1 2026 | May 11, 2026 |
| One Capital Management, LLC | History | Added to | 160,624 | 19,430 | 0.53% | 0.06% | 23 | +143,799 | 854.67% | Q1 2026 | May 12, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 160,053 | 19,362 | 0.08% | 0.08% | 24 | +1,952 | 1.23% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 151,733 | 18,355 | 0.03% | 0.02% | 25 | +16,938 | 12.57% | Q1 2026 | Apr 27, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 139,941 | 16,928 | 3.01% | 3.21% | 26 | +3,060 | 2.24% | Q1 2026 | Apr 22, 2026 |
| Bluesphere Advisors LLC | History | Added to | 133,293 | 16,124 | 5.73% | 4.22% | 27 | +57,919 | 76.84% | Q1 2026 | Apr 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 130,616 | 15,316 | 0.01% | 0.01% | 28 | +16,420 | 14.38% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 116,114 | 14,708 | 0.09% | 0.11% | 29 | -14,609 | -11.18% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 120,206 | 14,541 | 0.87% | 0.86% | 30 | +4,970 | 4.31% | Q1 2026 | May 12, 2026 |
| Retirement Management Systems Inc. | History | Added to | 118,412 | 14,324 | 3.45% | 3.54% | 31 | +9,240 | 8.46% | Q1 2026 | Apr 14, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 112,530 | 13,612 | 5.53% | 5.72% | 32 | -2,266 | -1.97% | Q1 2026 | Apr 24, 2026 |
| Hudock, Inc. | History | Reduced | 103,271 | 12,492 | 1.84% | 1.95% | 33 | -1,219 | -1.17% | Q1 2026 | May 13, 2026 |
| Certified Advisory Corp | History | Added to | 101,685 | 12,291 | 1.1% | 1.17% | 34 | +142 | 0.14% | Q1 2026 | Apr 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 100,048 | 12,102 | 0.0% | 0.01% | 35 | -36,903 | -26.95% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 93,889 | 11,357 | 0.04% | 0.05% | 36 | -4,064 | -4.15% | Q1 2026 | May 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 91,429 | 11,060 | 4.46% | 4.79% | 37 | -4,447 | -4.64% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Added to | 85,172 | 10,303 | 0.01% | 0.01% | 38 | +532 | 0.63% | Q1 2026 | May 13, 2026 |
| Green Ridge Wealth Planning LLC | History | Added to | 84,478 | 10,219 | 5.38% | 4.93% | 39 | +8,332 | 10.94% | Q1 2026 | Apr 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 83,582 | 10,111 | 0.03% | 0.03% | 40 | +900 | 1.09% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 78,425 | 9,487 | 0.0% | 0.0% | 41 | +40,755 | 108.19% | Q1 2026 | May 12, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 71,573 | 8,658 | 1.3% | 1.22% | 42 | +5,973 | 9.11% | Q1 2026 | Apr 29, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 70,580 | 8,538 | 0.14% | 0.16% | 43 | -3,892 | -5.23% | Q1 2026 | Apr 21, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 69,856 | 8,450 | 0.01% | 0.01% | 44 | -3,009 | -4.13% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 69,596 | 8,419 | 0.11% | 0.02% | 45 | +59,525 | 591.05% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 67,486 | 8,163 | 0.03% | 0.04% | 46 | -1,874 | -2.7% | Q1 2026 | Apr 30, 2026 |
| Goldstone Financial Group, LLC | History | New | 67,034 | 8,109 | 0.88% | — | 47 | +67,034 | New | Q1 2026 | Apr 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 61,514 | 7,441 | 0.06% | 0.08% | 48 | +5,583 | 9.98% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 61,358 | 7,422 | 0.29% | 0.31% | 49 | -4,377 | -6.66% | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Reduced | 60,002 | 7,258 | 0.2% | 0.24% | 50 | -8,645 | -12.59% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 55,783 | 6,748 | 0.0% | 0.0% | 51 | -28,113 | -33.51% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 54,799 | 6,629 | 5.59% | 5.26% | 52 | +6,780 | 14.12% | Q1 2026 | Apr 17, 2026 |
| NFSG Corp | History | Reduced | 54,357 | 6,575 | 1.08% | 1.11% | 53 | -2,038 | -3.61% | Q1 2026 | May 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 54,203 | 6,556 | 0.13% | 0.13% | 54 | +3,311 | 6.51% | Q1 2026 | Apr 15, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 51,640 | 6,246 | 0.71% | 0.69% | 55 | +3,575 | 7.44% | Q1 2026 | May 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 50,590 | 6,119 | 0.08% | 0.1% | 56 | -12,955 | -20.39% | Q1 2026 | Apr 20, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 50,458 | 6,104 | 0.69% | 0.72% | 57 | +352 | 0.7% | Q1 2026 | Apr 16, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 49,801 | 6,024 | 0.01% | 0.01% | 58 | +6,595 | 15.26% | Q1 2026 | Apr 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 45,548 | 5,509 | 0.26% | 0.28% | 59 | -905 | -1.95% | Q1 2026 | Apr 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 45,232 | 5,472 | 0.26% | 0.28% | 60 | -2,347 | -4.93% | Q1 2026 | May 18, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 44,881 | 5,429 | 0.4% | 0.39% | 61 | -659 | -1.45% | Q1 2026 | Apr 20, 2026 |
| Whelan Financial | History | Added to | 44,451 | 5,377 | 1.67% | 1.62% | 62 | +3,548 | 8.67% | Q1 2026 | Apr 24, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 44,308 | 5,360 | 0.17% | 0.25% | 63 | -16,841 | -27.54% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 44,130 | 5,338 | 0.01% | 0.01% | 64 | +1,296 | 3.03% | Q1 2026 | May 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 42,371 | 5,125 | 0.03% | 0.03% | 65 | -779 | -1.81% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 41,524 | 5,023 | 0.02% | 0.03% | 66 | -1,708 | -3.95% | Q1 2026 | Apr 24, 2026 |
| GTS SECURITIES LLC | History | Added to | 40,041 | 4,843 | 0.17% | 0.07% | 67 | +24,293 | 154.26% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 41,377 | 4,837 | 0.0% | 0.0% | 68 | +2,072 | 5.27% | Q1 2026 | May 13, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 39,606 | 4,791 | 0.67% | 0.68% | 69 | -816 | -2.02% | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 37,051 | 4,482 | 0.08% | 0.08% | 70 | +1,782 | 5.05% | Q1 2026 | Apr 10, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 35,410 | 4,283 | 0.01% | 0.0% | 71 | +33,410 | 1670.5% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 35,146 | 4,251 | 0.07% | 0.08% | 72 | +282 | 0.81% | Q1 2026 | May 04, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 35,963 | 4,204 | 0.0% | 0.0% | 73 | -11,608 | -24.4% | Q1 2026 | May 14, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 34,698 | 4,197 | 1.29% | 1.27% | 74 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Capital International Investors | History | Reduced | 35,422 | 4,141 | 0.0% | 0.0% | 75 | -11,045 | -23.77% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 33,953 | 4,107 | 0.15% | 0.16% | 76 | +433 | 1.29% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 33,820 | 4,091 | 0.01% | 0.01% | 77 | +3,157 | 10.3% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 33,695 | 4,076 | 0.07% | 0.01% | 78 | +30,716 | 1031.08% | Q1 2026 | Apr 14, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 33,617 | 4,066 | 1.74% | 1.73% | 79 | +1,548 | 4.83% | Q1 2026 | Apr 20, 2026 |
| Baird Financial Group, Inc. | History | Added to | 33,463 | 4,048 | 0.01% | 0.0% | 80 | +14,542 | 76.86% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 33,152 | 4,010 | 0.01% | 0.0% | 81 | +31,027 | 1460.09% | Q1 2026 | May 08, 2026 |
| Gallagher Capital Advisors, LLC | History | Added to | 32,535 | 3,935 | 2.65% | 0.33% | 82 | +28,539 | 714.19% | Q1 2026 | May 05, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 32,073 | 3,879 | 0.16% | 0.19% | 83 | -2,099 | -6.14% | Q1 2026 | Apr 30, 2026 |
| FMR LLC | History | Added to | 29,723 | 3,595 | 0.0% | 0.0% | 84 | +5,391 | 22.16% | Q1 2026 | May 15, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 29,609 | 3,581 | 1.23% | 1.29% | 85 | +87 | 0.29% | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 29,191 | 3,531 | 0.0% | 0.0% | 86 | -60,453 | -67.44% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 29,044 | 3,513 | 0.0% | 0.0% | 87 | +13,342 | 84.97% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 26,723 | 3,385 | 0.06% | 0.06% | 88 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 27,528 | 3,330 | 0.0% | 0.0% | 89 | +15,623 | 131.23% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | No change | 26,826 | 3,245 | 0.02% | 0.01% | 90 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 25,982 | 3,143 | 0.66% | 0.64% | 91 | +733 | 2.9% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 25,052 | 3,030 | 0.05% | 0.06% | 92 | +713 | 2.93% | Q1 2026 | May 15, 2026 |
| Rathbones Group PLC | History | Reduced | 24,370 | 2,948 | 0.01% | 0.01% | 93 | -45 | -0.18% | Q1 2026 | May 12, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 23,531 | 2,846 | 1.03% | 0.92% | 94 | +2,481 | 11.79% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 23,338 | 2,823 | 0.0% | 0.0% | 95 | -279 | -1.18% | Q1 2026 | May 05, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 22,724 | 2,748 | 0.1% | 0.15% | 96 | -10,799 | -32.21% | Q1 2026 | Apr 14, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 22,463 | 2,717 | 0.1% | 0.12% | 97 | -3,892 | -14.77% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 21,383 | 2,586 | 0.0% | 0.0% | 98 | +5,584 | 35.34% | Q1 2026 | May 14, 2026 |
| Legacy Advisory Services, LLC | History | Added to | 19,964 | 2,415 | 1.84% | 1.78% | 99 | +1,221 | 6.51% | Q1 2026 | May 12, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 19,958 | 2,414 | 0.08% | 0.09% | 100 | -395 | -1.94% | Q1 2026 | May 06, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 19,755 | 2,406 | 0.01% | 0.02% | 101 | -552 | -2.72% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 19,397 | 2,346 | 0.0% | 0.0% | 102 | +15,496 | 397.23% | Q1 2026 | May 15, 2026 |
| Curbstone Financial Management Corp | History | No change | 19,150 | 2,316 | 0.44% | 0.46% | 103 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 19,010 | 2,299 | 1.09% | 1.15% | 104 | -577 | -2.95% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 18,821 | 2,276 | 0.01% | 0.01% | 105 | -590 | -3.04% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Reduced | 18,765 | 2,269 | 0.02% | 0.02% | 106 | -262 | -1.38% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 17,020 | 2,058 | 0.0% | 0.0% | 107 | +60 | 0.35% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 16,990 | 2,055 | 0.12% | 0.22% | 108 | -10,810 | -38.88% | Q1 2026 | Apr 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 16,800 | 2,032 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Envision Financial Transparency, LLC | History | New | 16,757 | 2,027 | 1.97% | — | 110 | +16,757 | New | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 16,694 | 2,019 | 0.0% | 0.0% | 111 | +2,346 | 16.35% | Q1 2026 | May 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 16,474 | 1,992 | 0.21% | 0.22% | 112 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cerity Partners LLC | History | Reduced | 16,336 | 1,976 | 0.0% | 0.0% | 113 | -1,034 | -5.95% | Q1 2026 | May 15, 2026 |
| Independent Solutions Wealth Management, LLC | History | New | 15,665 | 1,894 | 0.28% | — | 114 | +15,665 | New | Q1 2026 | Apr 27, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 15,325 | 1,853 | 0.95% | 0.94% | 115 | -20 | -0.13% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 13,602 | 1,811 | 0.04% | 0.03% | 116 | +2,970 | 27.93% | Q1 2026 | May 04, 2026 |
| Retirement Planning Group, LLC | History | No change | 13,949 | 1,687 | 0.05% | 0.06% | 117 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Creekside Partners | History | No change | 13,441 | 1,625 | 0.67% | 0.72% | 118 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 13,322 | 1,611 | 0.1% | 0.11% | 119 | +240 | 1.83% | Q1 2026 | Apr 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 13,223 | 1,599 | 0.0% | 0.0% | 120 | +233 | 1.79% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 13,065 | 1,580 | 0.02% | 0.02% | 121 | +1,632 | 14.27% | Q1 2026 | Apr 28, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 12,397 | 1,570 | 0.91% | 0.91% | 122 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 12,348 | 1,493 | 0.96% | 1.16% | 123 | -1,843 | -12.99% | Q1 2026 | Apr 21, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 12,076 | 1,460 | 0.61% | 0.69% | 124 | -474 | -3.78% | Q1 2026 | May 11, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 11,223 | 1,421 | 0.45% | 0.45% | 125 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 11,144 | 1,348 | 0.06% | 0.07% | 126 | -51 | -0.46% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Wealth | History | Reduced | 10,894 | 1,317 | 0.0% | 0.01% | 127 | -88,464 | -89.04% | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 10,849 | 1,312 | 0.06% | 0.06% | 128 | +391 | 3.74% | Q1 2026 | May 13, 2026 |
| Hilltop Holdings Inc. | History | Added to | 10,838 | 1,311 | 0.12% | 0.07% | 129 | +930 | 9.39% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 10,805 | 1,307 | 0.06% | 0.06% | 130 | +425 | 4.09% | Q1 2026 | May 12, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 10,124 | 1,282 | 0.1% | 0.1% | 131 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Drake & Associates, LLC | History | Reduced | 10,347 | 1,251 | 0.24% | 0.27% | 132 | -220 | -2.08% | Q1 2026 | May 13, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 12,489 | 1,238 | 0.11% | 0.11% | 133 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 10,206 | 1,234 | 0.02% | 0.02% | 134 | -30 | -0.29% | Q1 2026 | Apr 23, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 10,115 | 1,223 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | No change | 10,090 | 1,220 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 9,737 | 1,177 | 0.04% | 0.04% | 137 | -325 | -3.23% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 9,457 | 1,144 | 0.01% | — | 138 | +9,457 | New | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 9,325 | 1,128 | 0.03% | 0.04% | 139 | -3,025 | -24.49% | Q1 2026 | May 04, 2026 |
| KPP Advisory Services LLC | History | Added to | 8,846 | 1,070 | 0.16% | 0.16% | 140 | +94 | 1.07% | Q1 2026 | Apr 24, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 8,715 | 1,054 | 0.8% | 0.81% | 141 | -3 | -0.03% | Q1 2026 | May 08, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 8,677 | 1,049 | 0.72% | 0.81% | 142 | -17 | -0.2% | Q1 2026 | Apr 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 8,616 | 1,042 | 0.02% | 0.02% | 143 | -472 | -5.19% | Q1 2026 | May 07, 2026 |
| RFG Advisory, LLC | History | Reduced | 8,363 | 1,011 | 0.02% | 0.02% | 144 | -125 | -1.47% | Q1 2026 | Apr 17, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 8,254 | 998 | 0.1% | 0.11% | 145 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Reduced | 8,122 | 982 | 0.02% | 0.02% | 146 | -238 | -2.85% | Q1 2026 | Apr 27, 2026 |
| BCS Wealth Management | History | Reduced | 7,673 | 928 | 0.19% | 0.2% | 147 | -7,673 | -50.0% | Q1 2026 | Apr 17, 2026 |
| DMKC Advisory Services, LLC | History | No change | 7,646 | 924 | 0.38% | 0.42% | 148 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 7,622 | 922 | 0.07% | 0.06% | 149 | +1,066 | 16.26% | Q1 2026 | Apr 08, 2026 |
| SHP Wealth Management | History | New | 7,551 | 913 | 0.07% | — | 150 | +7,551 | New | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | Added to | 7,487 | 905 | 0.0% | 0.0% | 151 | +5,682 | 314.79% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 7,449 | 901 | 0.03% | 0.03% | 152 | -60 | -0.8% | Q1 2026 | Apr 09, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 7,208 | 871 | 0.0% | 0.0% | 153 | -779 | -9.75% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,166 | 866 | 0.0% | 0.0% | 154 | +3,573 | 99.44% | Q1 2026 | May 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 7,101 | 859 | 0.0% | 0.01% | 155 | -201 | -2.75% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,090 | 857 | 0.0% | 0.0% | 156 | +25 | 0.35% | Q1 2026 | Apr 27, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 7,033 | 850 | 0.47% | 0.52% | 157 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 6,959 | 841 | 0.01% | 0.02% | 158 | -6 | -0.09% | Q1 2026 | May 18, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,793 | 821 | 0.01% | 0.01% | 159 | +291 | 4.48% | Q1 2026 | Apr 15, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 6,320 | 764 | 0.22% | 0.28% | 160 | -663 | -9.49% | Q1 2026 | Apr 30, 2026 |
| Financial Freedom, LLC | History | No change | 6,296 | 761 | 0.38% | 0.4% | 161 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 6,203 | 750 | 0.14% | 0.15% | 162 | -315 | -4.83% | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 5,944 | 719 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 5,922 | 716 | 0.19% | 0.2% | 164 | -181 | -2.97% | Q1 2026 | Apr 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 5,900 | 713 | 0.0% | 0.0% | 165 | -10,300 | -63.58% | Q1 2026 | May 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 5,738 | 694 | 0.07% | 0.08% | 166 | -145 | -2.46% | Q1 2026 | May 04, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 5,362 | 679 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 5,538 | 669 | 0.0% | 0.0% | 168 | +235 | 4.43% | Q1 2026 | May 14, 2026 |
| Mirador Capital Partners LP | History | Added to | 5,263 | 636 | 0.09% | 0.09% | 169 | +124 | 2.41% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 5,172 | 625 | 0.0% | 0.01% | 170 | -3,957 | -43.35% | Q1 2026 | May 15, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 5,157 | 623 | 0.43% | 0.43% | 171 | -146 | -2.75% | Q1 2026 | May 07, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 5,119 | 619 | 0.03% | 0.06% | 172 | -93 | -1.78% | Q1 2026 | Apr 21, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 4,885 | 618 | 0.21% | 0.21% | 173 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 5,106 | 617 | 0.07% | 0.08% | 174 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BigSur Wealth Management LLC | History | No change | 5,076 | 614 | 0.17% | 0.16% | 175 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WHITTIER TRUST CO | History | No change | 5,000 | 613 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Weaver Consulting Group | History | Added to | 5,014 | 606 | 0.14% | 0.15% | 177 | +98 | 1.99% | Q1 2026 | May 15, 2026 |
| MLP3, LLC | History | No change | 4,992 | 603 | 0.66% | 0.69% | 178 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 4,968 | 600 | 0.21% | 0.23% | 179 | -38 | -0.76% | Q1 2026 | Apr 21, 2026 |
| IFP Advisors, Inc | History | Added to | 4,933 | 596 | 0.01% | 0.01% | 180 | +1,277 | 34.93% | Q1 2026 | Apr 13, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 4,914 | 594 | 0.08% | 0.09% | 181 | -91 | -1.82% | Q1 2026 | Apr 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,803 | 580 | 0.0% | 0.0% | 182 | +555 | 13.06% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,749 | 579 | 0.0% | 0.02% | 183 | -129,679 | -96.47% | Q1 2026 | Apr 08, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 4,723 | 571 | 0.61% | 1.78% | 184 | -19,239 | -80.29% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | No change | 4,709 | 569 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Virtu Financial LLC | History | Added to | 4,686 | 567 | 0.02% | 0.02% | 186 | +279 | 6.33% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 4,676 | 565 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cambridge Financial Group, LLC | History | No change | 4,640 | 561 | 0.19% | 0.21% | 188 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WPWealth LLP | History | No change | 4,610 | 557 | 0.09% | 0.09% | 189 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 4,517 | 546 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Montis Financial, LLC | History | Reduced | 4,478 | 541 | 0.11% | 0.23% | 191 | -4,736 | -51.4% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | No change | 4,461 | 539 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Added to | 4,429 | 535 | 0.0% | 0.0% | 193 | +2,070 | 87.75% | Q1 2026 | May 12, 2026 |
| Secure Asset Management, LLC | History | Added to | 4,418 | 534 | 0.08% | 0.08% | 194 | +247 | 5.92% | Q1 2026 | Apr 09, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 4,297 | 519 | 0.25% | 0.32% | 195 | -710 | -14.18% | Q1 2026 | May 12, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 4,230 | 511 | 0.06% | 0.06% | 196 | -400 | -8.64% | Q1 2026 | Apr 28, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 4,204 | 508 | 0.37% | 0.4% | 197 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 4,036 | 488 | 0.02% | 0.02% | 198 | -246 | -5.74% | Q1 2026 | Apr 08, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 4,042 | 488 | 0.06% | 0.06% | 199 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,015 | 485 | 0.0% | 0.0% | 200 | +550 | 15.87% | Q1 2026 | May 08, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 3,915 | 473 | 0.34% | 0.37% | 202 | +10 | 0.26% | Q1 2026 | May 19, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 3,912 | 473 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 3,900 | 471 | 0.11% | 0.23% | 203 | -3,900 | -50.0% | Q1 2026 | Apr 15, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 3,888 | 470 | 0.03% | 0.03% | 204 | +88 | 2.32% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 3,671 | 464 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Stronghold Wealth Management L.L.C. | History | Reduced | 3,723 | 450 | 0.68% | 0.71% | 206 | -83 | -2.18% | Q1 2026 | Apr 30, 2026 |
| CHOREO, LLC | History | Added to | 3,696 | 447 | 0.01% | 0.01% | 207 | +95 | 2.64% | Q1 2026 | May 12, 2026 |
| LongView Wealth Management | History | Reduced | 3,381 | 440 | 0.11% | 0.11% | 208 | -61 | -1.77% | Q1 2026 | Apr 15, 2026 |
| Financial Council, LLC | History | Added to | 3,620 | 437 | 0.17% | 0.16% | 209 | +504 | 16.17% | Q1 2026 | Apr 21, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 3,420 | 433 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 3,580 | 433 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sowell Financial Services LLC | History | No change | 3,550 | 429 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 3,522 | 426 | 0.0% | 0.01% | 213 | -1,939 | -35.51% | Q1 2026 | Apr 20, 2026 |
| Vawter Financial, Ltd. | History | No change | 3,500 | 423 | 0.18% | 0.19% | 214 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 3,478 | 420 | 0.0% | 0.0% | 215 | +783 | 29.05% | Q1 2026 | May 04, 2026 |
| Klingman & Associates, LLC | History | No change | 3,475 | 420 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 3,383 | 409 | 0.14% | 0.14% | 217 | -203 | -5.66% | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 3,345 | 404 | 0.04% | 0.05% | 218 | -3 | -0.09% | Q1 2026 | May 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 3,313 | 400 | 0.01% | 0.01% | 219 | +331 | 11.1% | Q1 2026 | May 11, 2026 |
| SFMG, LLC | History | No change | 3,283 | 397 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,228 | 390 | 0.0% | 0.0% | 221 | +1,538 | 91.01% | Q1 2026 | May 13, 2026 |
| Palisade Asset Management, LLC | History | No change | 3,220 | 389 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 3,134 | 379 | 0.0% | 0.0% | 223 | -5,267 | -62.69% | Q1 2026 | May 11, 2026 |
| Atala Financial Inc | History | No change | 3,118 | 378 | 0.25% | 0.25% | 224 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SkyOak Wealth, LLC | History | No change | 3,123 | 377 | 0.07% | 0.07% | 225 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 3,012 | 364 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,856 | 345 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 2,826 | 341 | 0.02% | 0.02% | 228 | -83 | -2.85% | Q1 2026 | May 11, 2026 |
| ROCKLAND TRUST CO | History | New | 2,815 | 340 | 0.01% | — | 229 | +2,815 | New | Q1 2026 | Apr 16, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,808 | 339 | 0.0% | 0.0% | 230 | +200 | 7.67% | Q1 2026 | Apr 27, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 2,730 | 330 | 0.09% | 0.1% | 231 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 2,671 | 323 | 0.04% | 0.06% | 232 | -627 | -19.01% | Q1 2026 | May 15, 2026 |
| Revisor Wealth Management LLC | History | No change | 2,674 | 323 | 0.09% | 0.09% | 233 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 2,452 | 322 | 0.21% | 0.21% | 234 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 2,652 | 320 | 0.02% | 0.02% | 235 | -62 | -2.28% | Q1 2026 | Apr 20, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 2,684 | 319 | 0.04% | 0.04% | 236 | +318 | 13.44% | Q1 2026 | Apr 30, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 2,612 | 315 | 0.2% | 0.23% | 237 | -246 | -8.61% | Q1 2026 | Apr 20, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 2,576 | 311 | 0.0% | 0.0% | 238 | +883 | 52.16% | Q1 2026 | May 05, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 2,567 | 310 | 0.23% | — | 242 | +2,567 | New | Q1 2026 | Apr 24, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 2,327 | 310 | 0.01% | 0.01% | 241 | +56 | 2.47% | Q1 2026 | May 01, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 2,570 | 310 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 2,569 | 310 | 0.07% | 0.07% | 240 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,529 | 305 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 2,521 | 304 | 0.01% | — | 244 | +2,521 | New | Q1 2026 | May 14, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 2,488 | 300 | 0.11% | 0.1% | 245 | +363 | 17.08% | Q1 2026 | May 18, 2026 |
| SIERRA OCEAN, LLC | History | Reduced | 2,477 | 299 | 0.25% | 0.26% | 246 | -44 | -1.75% | Q1 2026 | Apr 27, 2026 |
| Integrity Wealth Partners, LLC | History | New | 2,399 | 290 | 0.26% | — | 248 | +2,399 | New | Q1 2026 | Apr 27, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,400 | 290 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Avise Financial Cooperative, Inc. | History | Reduced | 2,381 | 288 | 0.24% | 0.28% | 249 | -59 | -2.42% | Q1 2026 | Apr 22, 2026 |
| Bill Few Associates, Inc. | History | Added to | 2,380 | 287 | 0.07% | 0.05% | 250 | +680 | 40.0% | Q1 2026 | Apr 08, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 2,348 | 284 | 0.0% | 0.0% | 251 | -679 | -22.43% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,322 | 280 | 0.03% | 0.08% | 252 | -3,761 | -61.83% | Q1 2026 | Apr 28, 2026 |
| BROWN ADVISORY INC | History | Added to | 2,259 | 273 | 0.0% | 0.0% | 253 | +133 | 6.26% | Q1 2026 | May 15, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 2,233 | 270 | 0.03% | 0.03% | 254 | -133 | -5.62% | Q1 2026 | Apr 21, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 2,231 | 269 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 2,185 | 264 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Allworth Financial LP | History | Reduced | 2,147 | 259 | 0.0% | 0.0% | 257 | -185 | -7.93% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 2,099 | 256 | 0.01% | 0.01% | 258 | +40 | 1.94% | Q1 2026 | May 12, 2026 |
| Americana Partners, LLC | History | No change | 2,094 | 253 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 2,082 | 251 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,011 | 243 | 0.01% | 0.01% | 261 | -360 | -15.18% | Q1 2026 | Apr 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 2,004 | 242 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 2,000 | 241 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Breakwater Investment Management | History | No change | 1,990 | 240 | 0.09% | 0.09% | 264 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CPWA, LLC | History | New | 1,713 | 239 | 0.29% | — | 265 | +1,713 | New | Q1 2026 | May 13, 2026 |
| Affiance Financial, LLC | History | No change | 1,952 | 236 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 1,744 | 232 | 0.26% | 6.45% | 267 | -52,039 | -96.76% | Q1 2026 | Apr 23, 2026 |
| Darrow Company, Inc. | History | No change | 1,915 | 231 | 0.1% | 0.11% | 268 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | New | 1,872 | 226 | 0.03% | — | 269 | +1,872 | New | Q1 2026 | Apr 24, 2026 |
| Carnegie Investment Counsel | History | No change | 1,855 | 224 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| RESOLUTE CAPITAL, LLC | History | No change | 1,852 | 224 | 0.09% | 0.1% | 271 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 1,841 | 222 | 0.07% | 0.1% | 272 | -471 | -20.37% | Q1 2026 | Apr 21, 2026 |
| Concorde Asset Management, LLC | History | No change | 1,735 | 219 | 0.09% | 0.09% | 273 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 1,775 | 214 | 0.01% | 0.59% | 274 | -81,893 | -97.88% | Q1 2026 | Apr 30, 2026 |
| Stark Wealth Management LLC | History | No change | 1,666 | 211 | 0.79% | 0.79% | 275 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 1,688 | 204 | 0.03% | 0.04% | 277 | -110 | -6.12% | Q1 2026 | Apr 21, 2026 |
| Thomasville National Bank | History | No change | 1,615 | 204 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| VestGen Advisors, LLC | History | New | 1,445 | 201 | 0.01% | — | 278 | +1,445 | New | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 1,654 | 200 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TSFG, LLC | History | No change | 1,500 | 181 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WEST PACES ADVISORS INC. | History | New | 1,375 | 166 | 0.03% | — | 281 | +1,375 | New | Q1 2026 | May 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,278 | 161 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 1,300 | 157 | 0.01% | — | 283 | +1,300 | New | Q1 2026 | Apr 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,260 | 152 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,243 | 150 | 0.13% | 0.11% | 285 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,190 | 145 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Reduced | 1,197 | 144 | 0.0% | 0.0% | 287 | -82 | -6.41% | Q1 2026 | May 14, 2026 |
| High Note Wealth, LLC | History | No change | 1,090 | 131 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | New | 1,049 | 126 | 0.0% | — | 290 | +1,049 | New | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,000 | 126 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 950 | 115 | 0.0% | 0.03% | 291 | -18,219 | -95.04% | Q1 2026 | Apr 07, 2026 |
| Scarborough Advisors, LLC | History | New | 885 | 107 | 0.01% | — | 292 | +885 | New | Q1 2026 | May 07, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 845 | 102 | 0.06% | 0.06% | 293 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Blue Trust, Inc. | History | No change | 800 | 96 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 764 | 92 | 0.0% | 0.0% | 295 | +608 | 389.74% | Q1 2026 | May 12, 2026 |
| Crewe Advisors LLC | History | No change | 756 | 91 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 745 | 90 | 0.0% | 0.01% | 297 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 712 | 86 | 0.0% | 0.0% | 298 | +423 | 146.37% | Q1 2026 | May 11, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 704 | 85 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| AlphaCore Capital LLC | History | No change | 651 | 78 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | May 15, 2026 |