iSHARES TRUST - ISTB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Acorns Advisers, LLC | History | Added to | 11,821,596 | 572,875 | 4.26% | 4.23% | 1 | +266,815 | 2.31% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 5,727,958 | 277,576 | 0.0% | 0.0% | 2 | +198,243 | 3.59% | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 5,415,025 | 262,412 | 0.6% | 0.58% | 3 | +102,400 | 1.93% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,568,895 | 124,488 | 0.02% | 0.02% | 4 | +223,718 | 9.54% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,289,658 | 110,956 | 0.03% | 0.03% | 5 | +66,272 | 2.98% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,762,477 | 85,092 | 0.04% | 0.04% | 6 | +331,963 | 23.21% | Q1 2026 | May 15, 2026 |
| SPINNAKER TRUST | History | Reduced | 1,380,236 | 66,886 | 3.7% | 3.61% | 7 | -4,043 | -0.29% | Q1 2026 | Apr 23, 2026 |
| Seven Springs Wealth Group, LLC | History | New | 1,356,366 | 65,729 | 15.2% | — | 8 | +1,356,366 | New | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 1,320,761 | 64,003 | 0.07% | 0.07% | 9 | +36,275 | 2.82% | Q1 2026 | May 13, 2026 |
| Townsend & Associates, Inc | History | Added to | 1,205,567 | 58,506 | 5.05% | 5.07% | 10 | +38,846 | 3.33% | Q1 2026 | Apr 28, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 1,128,804 | 54,701 | 3.71% | 3.61% | 11 | +64,238 | 6.03% | Q1 2026 | Apr 29, 2026 |
| Trust Point Inc. | History | Reduced | 1,092,877 | 52,960 | 4.6% | 6.89% | 12 | -696,352 | -38.92% | Q1 2026 | Apr 15, 2026 |
| Prosperity Planning, Inc. | History | Added to | 1,017,845 | 49,324 | 12.5% | 12.31% | 13 | +52,204 | 5.41% | Q1 2026 | Apr 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 986,851 | 47,724 | 0.0% | 0.0% | 14 | -84,303 | -7.87% | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | Added to | 948,515 | 46,107 | 0.68% | 0.78% | 15 | +134,093 | 16.46% | Q1 2026 | Apr 20, 2026 |
| UBS Group AG | History | Reduced | 941,355 | 45,618 | 0.01% | 0.01% | 16 | -3,687 | -0.39% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 932,557 | 45,191 | 0.0% | 0.0% | 17 | +73,420 | 8.55% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 920,694 | 44,616 | 0.0% | 0.0% | 18 | -76,907 | -7.71% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 886,118 | 42,941 | 0.01% | 0.01% | 19 | +19,919 | 2.3% | Q1 2026 | May 06, 2026 |
| MBL Wealth, LLC | History | Added to | 834,719 | 40,450 | 3.06% | 3.03% | 20 | +60,258 | 7.78% | Q1 2026 | Apr 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 741,304 | 35,874 | 0.46% | 0.35% | 21 | +185,134 | 33.29% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 729,039 | 35,395 | 0.01% | 0.01% | 22 | +23,032 | 3.26% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 684,938 | 33,192 | 0.01% | 0.01% | 23 | +14,796 | 2.21% | Q1 2026 | May 11, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Added to | 653,483 | 31,733 | 15.82% | 16.17% | 24 | +48,206 | 7.96% | Q1 2026 | May 01, 2026 |
| Destination Wealth Management | History | Added to | 632,675 | 30,659 | 0.8% | 0.78% | 25 | +19,892 | 3.25% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 581,180 | 28,163 | 0.65% | 0.65% | 26 | +36,345 | 6.67% | Q1 2026 | May 04, 2026 |
| Courage Miller Partners, LLC | History | Added to | 569,876 | 27,616 | 7.8% | 8.1% | 27 | +17,826 | 3.23% | Q1 2026 | Apr 24, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 559,017 | 27,089 | 0.98% | 0.94% | 28 | +42,751 | 8.28% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 557,462 | 27,014 | 0.01% | 0.01% | 29 | +43,859 | 8.54% | Q1 2026 | May 04, 2026 |
| CIM, LLC | History | Added to | 551,770 | 26,738 | 3.87% | 3.52% | 30 | +522 | 0.09% | Q1 2026 | May 18, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 541,672 | 26,249 | 1.04% | 1.07% | 31 | -26,119 | -4.6% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 524,958 | 25,439 | 0.0% | 0.0% | 32 | -6,201 | -1.17% | Q1 2026 | May 15, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 478,052 | 23,152 | 3.06% | 2.91% | 33 | +31,449 | 7.04% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 449,530 | 21,784 | 0.12% | 0.15% | 34 | +15,460 | 3.56% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 439,895 | 21,317 | 0.0% | 0.0% | 35 | +53,926 | 13.97% | Q1 2026 | May 05, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 416,095 | 20,163 | 4.56% | 5.14% | 36 | +11,996 | 2.97% | Q1 2026 | Apr 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 413,258 | 20,026 | 0.0% | 0.0% | 37 | +374,322 | 961.38% | Q1 2026 | May 15, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 412,078 | 19,969 | 4.32% | — | 38 | +412,078 | New | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 390,435 | 18,920 | 0.0% | 0.0% | 39 | -160,406 | -29.12% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 371,376 | 17,996 | 0.0% | — | 40 | +371,376 | New | Q1 2026 | May 15, 2026 |
| IRON Financial LLC | History | Reduced | 330,572 | 16,019 | 7.0% | 7.52% | 41 | -4,853 | -1.45% | Q1 2026 | Apr 27, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 330,044 | 15,993 | 5.57% | 5.64% | 42 | +1,158 | 0.35% | Q1 2026 | Apr 28, 2026 |
| Omega Financial Group, LLC | History | Added to | 325,624 | 15,779 | 5.13% | 4.86% | 43 | +22,700 | 7.49% | Q1 2026 | May 12, 2026 |
| Alexander Randolph Advisory, Inc. | History | Added to | 314,851 | 15,257 | 13.15% | 11.97% | 44 | +19,341 | 6.54% | Q1 2026 | May 06, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 306,997 | 14,877 | 1.25% | 2.15% | 45 | -261,966 | -46.04% | Q1 2026 | May 07, 2026 |
| Buttonwood Financial Advisors Inc. | History | Added to | 298,194 | 14,450 | 4.84% | 4.57% | 46 | +16,855 | 5.99% | Q1 2026 | Apr 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 278,422 | 13,492 | 0.11% | 0.1% | 47 | +10,873 | 4.06% | Q1 2026 | May 13, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 277,861 | 13,465 | 5.69% | 5.6% | 48 | +7,130 | 2.63% | Q1 2026 | Apr 20, 2026 |
| Factor Wealth Management LTD | History | Added to | 274,123 | 13,284 | 2.5% | 2.12% | 49 | +72,728 | 36.11% | Q1 2026 | Apr 20, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 267,939 | 13,062 | 2.76% | 2.76% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 266,481 | 12,913 | 0.06% | — | 51 | +266,481 | New | Q1 2026 | May 14, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 253,484 | 12,283 | 9.23% | 8.44% | 52 | +25,853 | 11.36% | Q1 2026 | Apr 16, 2026 |
| Abundance Wealth Counselors | History | Added to | 246,328 | 11,937 | 1.71% | 1.94% | 53 | +10,968 | 4.66% | Q1 2026 | Apr 22, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 245,302 | 11,887 | 1.04% | 0.93% | 54 | +27,487 | 12.62% | Q1 2026 | May 12, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 245,216 | 11,883 | 5.11% | 4.66% | 55 | +34,704 | 16.49% | Q1 2026 | Apr 08, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 224,625 | 10,885 | 11.16% | 10.7% | 56 | +11,477 | 5.38% | Q1 2026 | May 13, 2026 |
| Fonville Wealth Management LLC | History | Added to | 220,154 | 10,668 | 2.03% | 2.04% | 57 | +14,991 | 7.31% | Q1 2026 | Apr 20, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 214,324 | 10,386 | 4.49% | 3.46% | 58 | +50,243 | 30.62% | Q1 2026 | May 01, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 201,065 | 9,743 | 0.16% | 0.14% | 59 | +23,920 | 13.5% | Q1 2026 | May 05, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | New | 200,821 | 9,731 | 0.29% | — | 60 | +200,821 | New | Q1 2026 | May 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 195,521 | 9,474 | 0.03% | 0.03% | 61 | +32,210 | 19.72% | Q1 2026 | Apr 24, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 188,922 | 9,155 | 3.11% | 3.1% | 62 | +7,476 | 4.12% | Q1 2026 | Apr 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 188,022 | 9,111 | 0.01% | 0.01% | 63 | +15,609 | 9.05% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 181,760 | 8,808 | 0.01% | 0.01% | 64 | +3,112 | 1.74% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 181,542 | 8,798 | 0.02% | 0.02% | 65 | +43,154 | 31.18% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 165,670 | 8,028 | 0.02% | 0.02% | 66 | -22,342 | -11.88% | Q1 2026 | May 04, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 163,051 | 7,948 | 2.69% | 2.69% | 67 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 161,928 | 7,847 | 2.35% | 2.6% | 68 | -16,415 | -9.2% | Q1 2026 | Apr 20, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 160,458 | 7,775 | 1.87% | 1.89% | 69 | +1,081 | 0.68% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 156,944 | 7,605 | 0.0% | 0.0% | 70 | +139,251 | 787.04% | Q1 2026 | May 12, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 156,225 | 7,570 | 2.27% | 2.06% | 71 | +2,201 | 1.43% | Q1 2026 | Apr 15, 2026 |
| Creative Planning | History | Reduced | 147,652 | 7,155 | 0.0% | 0.01% | 72 | -11,283 | -7.1% | Q1 2026 | May 12, 2026 |
| JGP Wealth Management, LLC | History | Added to | 147,178 | 7,132 | 0.74% | 0.73% | 73 | +4,273 | 2.99% | Q1 2026 | Apr 08, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 146,576 | 7,103 | 5.49% | 5.43% | 74 | -1,599 | -1.08% | Q1 2026 | Apr 20, 2026 |
| CGN Advisors LLC | History | Reduced | 142,037 | 6,883 | 0.54% | 0.71% | 75 | -40,563 | -22.21% | Q1 2026 | Apr 13, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 141,580 | 6,860 | 3.29% | 3.27% | 76 | +2,942 | 2.12% | Q1 2026 | Apr 14, 2026 |
| Values First Advisors, Inc. | History | Added to | 140,270 | 6,797 | 3.54% | 3.47% | 77 | +3,140 | 2.29% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 137,647 | 6,670 | 0.01% | 0.01% | 78 | -5,988 | -4.17% | Q1 2026 | Apr 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 134,983 | 6,541 | 0.1% | 0.1% | 79 | +7,563 | 5.94% | Q1 2026 | May 13, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 134,589 | 6,518 | 4.4% | 4.38% | 80 | +722 | 0.54% | Q1 2026 | Apr 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 134,032 | 6,495 | 0.01% | 0.01% | 81 | +10,756 | 8.73% | Q1 2026 | May 13, 2026 |
| Townsend Financial Planning, LLC | History | Added to | 133,175 | 6,453 | 6.24% | 6.2% | 83 | +6,025 | 4.74% | Q1 2026 | Apr 28, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 133,165 | 6,453 | 0.77% | 0.8% | 82 | -3,865 | -2.82% | Q1 2026 | Apr 17, 2026 |
| Providence First Trust Co | History | No change | 130,588 | 6,328 | 2.23% | 2.2% | 84 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 126,652 | 6,137 | 0.45% | 0.54% | 85 | -44,703 | -26.09% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 123,872 | 6,038 | 0.04% | 0.04% | 86 | +13,229 | 11.96% | Q1 2026 | May 15, 2026 |
| Investment Research Partners LLC | History | Added to | 124,023 | 6,010 | 2.45% | 2.24% | 87 | +16,909 | 15.79% | Q1 2026 | Apr 29, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 123,547 | 5,987 | 0.05% | 0.01% | 88 | +96,544 | 357.53% | Q1 2026 | May 01, 2026 |
| Brio Consultants, LLC | History | Reduced | 123,219 | 5,946 | 0.73% | 0.79% | 89 | -904 | -0.73% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 118,298 | 5,732 | 0.02% | 0.02% | 90 | +11,284 | 10.54% | Q1 2026 | Apr 30, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 116,120 | 5,627 | 1.14% | 1.41% | 91 | -30,978 | -21.06% | Q1 2026 | Apr 15, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 113,731 | 5,520 | 0.75% | 0.86% | 92 | +21,794 | 23.71% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 112,760 | 5,464 | 0.03% | 0.03% | 93 | -1,787 | -1.56% | Q1 2026 | May 08, 2026 |
| 1832 Asset Management L.P. | History | Added to | 105,553 | 5,115 | 0.0% | 0.0% | 94 | +7,288 | 7.42% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 105,197 | 5,097 | 0.01% | 0.01% | 95 | -11,139 | -9.57% | Q1 2026 | May 05, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 102,105 | 4,948 | 0.65% | 0.57% | 96 | +18,309 | 21.85% | Q1 2026 | May 12, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 100,643 | 4,877 | 2.28% | 2.29% | 97 | +955 | 0.96% | Q1 2026 | May 14, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 95,834 | 4,644 | 2.75% | 2.3% | 98 | +89,606 | 1438.76% | Q1 2026 | Apr 16, 2026 |
| PLANNING DIRECTIONS INC | History | New | 95,634 | 4,634 | 2.35% | — | 99 | +95,634 | New | Q1 2026 | Apr 15, 2026 |
| Lutz Financial Services LLC | History | Added to | 94,905 | 4,599 | 0.31% | 0.31% | 100 | +833 | 0.89% | Q1 2026 | May 04, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 94,195 | 4,564 | 1.76% | 2.0% | 101 | -12,280 | -11.53% | Q1 2026 | Apr 29, 2026 |
| AtlasMark Financial, Inc | History | No change | 91,614 | 4,466 | 2.88% | 2.88% | 102 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 85,987 | 4,166 | 0.31% | 0.2% | 103 | +28,235 | 48.89% | Q1 2026 | May 07, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 85,760 | 4,147 | 3.64% | 3.61% | 104 | +6,134 | 7.7% | Q1 2026 | May 07, 2026 |
| Investment Advisory Group, LLC | History | Added to | 83,502 | 4,046 | 1.03% | 0.91% | 105 | +11,115 | 15.35% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 82,799 | 4,003 | 0.01% | 0.0% | 106 | +30,304 | 57.73% | Q1 2026 | Apr 08, 2026 |
| PEOPLES BANK /OH | History | Added to | 75,466 | 3,657 | 2.24% | 2.25% | 107 | +895 | 1.2% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Added to | 75,111 | 3,639 | 0.01% | 0.01% | 108 | +4,068 | 5.73% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 74,877 | 3,628 | 0.04% | 0.04% | 109 | -1,659 | -2.17% | Q1 2026 | Apr 13, 2026 |
| INVESTED ADVISORS | History | Added to | 74,838 | 3,626 | 3.66% | 3.01% | 110 | +15,296 | 25.69% | Q1 2026 | Apr 29, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 74,521 | 3,611 | 0.57% | 0.68% | 111 | -1,234 | -1.63% | Q1 2026 | Apr 17, 2026 |
| Turn8 Private Wealth Inc. | History | Added to | 74,100 | 3,591 | 2.24% | 1.91% | 112 | +19,317 | 35.26% | Q1 2026 | Apr 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 72,379 | 3,507 | 0.04% | 0.04% | 113 | +7,932 | 12.31% | Q1 2026 | May 08, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 72,387 | 3,505 | 0.49% | 0.56% | 114 | -6,666 | -8.43% | Q1 2026 | Apr 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 71,621 | 3,470 | 0.0% | 0.0% | 115 | -21,729 | -23.28% | Q1 2026 | May 13, 2026 |
| BCM ADVISORS, LLC | History | Added to | 70,639 | 3,406 | 0.67% | 0.63% | 116 | +2,764 | 4.07% | Q1 2026 | May 05, 2026 |
| Shepherd Street Advisors LLC | History | Reduced | 70,294 | 3,406 | 3.36% | 3.33% | 117 | -964 | -1.35% | Q1 2026 | Apr 21, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 70,155 | 3,399 | 0.38% | 0.22% | 118 | +29,850 | 74.06% | Q1 2026 | Apr 16, 2026 |
| Valmark Advisers, Inc. | History | Added to | 68,831 | 3,335 | 0.04% | 0.04% | 119 | +7,557 | 12.33% | Q1 2026 | May 01, 2026 |
| PLANWISER FINANCIAL, LLC | History | New | 68,709 | 3,333 | 2.41% | — | 120 | +68,709 | New | Q1 2026 | May 12, 2026 |
| Fiduciary Group, LLC | History | Reduced | 66,000 | 3,198 | 0.27% | 0.31% | 121 | -9,002 | -12.0% | Q1 2026 | May 11, 2026 |
| CITY HOLDING CO | History | Added to | 62,686 | 3,036 | 0.38% | 0.34% | 122 | +5,463 | 9.55% | Q1 2026 | Apr 15, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 59,645 | 2,890 | 1.02% | 1.08% | 123 | -2,983 | -4.76% | Q1 2026 | Apr 22, 2026 |
| eCIO, Inc. | History | Added to | 59,193 | 2,868 | 1.26% | 1.26% | 124 | +3,850 | 6.96% | Q1 2026 | Apr 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 58,995 | 2,858 | 0.03% | 0.03% | 125 | -7,334 | -11.06% | Q1 2026 | May 08, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 58,463 | 2,833 | 0.38% | 0.34% | 126 | +7,002 | 13.61% | Q1 2026 | Apr 08, 2026 |
| Dentgroup LLC | History | No change | 55,045 | 2,683 | 1.84% | 1.84% | 127 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MKT Advisors LLC | History | Added to | 54,912 | 2,654 | 0.89% | 0.76% | 128 | +9,563 | 21.09% | Q1 2026 | Apr 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 54,351 | 2,633 | 0.0% | 0.0% | 129 | +2,132 | 4.08% | Q1 2026 | May 08, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 53,825 | 2,608 | 0.66% | 0.63% | 130 | +3,251 | 6.43% | Q1 2026 | May 05, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 52,204 | 2,529 | 0.85% | 0.75% | 131 | +5,674 | 12.19% | Q1 2026 | May 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 36,951 | 2,489 | 0.02% | — | 132 | +36,951 | New | Q1 2026 | May 13, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 51,209 | 2,481 | 0.49% | 0.49% | 133 | +779 | 1.54% | Q1 2026 | May 11, 2026 |
| Smithfield Trust Co | History | No change | 49,789 | 2,412 | 0.11% | 0.11% | 134 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Avail Investment Partners, LLC | History | New | 49,195 | 2,384 | 2.55% | — | 135 | +49,195 | New | Q1 2026 | May 13, 2026 |
| Stone House Investment Management, LLC | History | Added to | 48,739 | 2,361 | 0.42% | 0.36% | 136 | +1,578 | 3.35% | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 47,969 | 2,324 | 0.0% | 0.0% | 137 | +5,221 | 12.21% | Q1 2026 | May 15, 2026 |
| Argent Advisors, Inc. | History | Reduced | 47,526 | 2,303 | 0.63% | 0.69% | 138 | -3,531 | -6.92% | Q1 2026 | Apr 24, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 46,875 | 2,271 | 0.92% | 0.97% | 139 | -3,699 | -7.31% | Q1 2026 | May 07, 2026 |
| Chatterton & Associates Inc. | History | Added to | 46,719 | 2,263 | 1.59% | 1.85% | 140 | +2,383 | 5.37% | Q1 2026 | Apr 20, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 46,000 | 2,242 | 0.92% | 0.92% | 141 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TD Capital Management LLC | History | Reduced | 45,240 | 2,192 | 0.2% | 0.21% | 142 | -2,541 | -5.32% | Q1 2026 | May 11, 2026 |
| Park Place Capital Corp | History | Reduced | 42,013 | 2,035 | 0.41% | 0.43% | 143 | -17 | -0.04% | Q1 2026 | Apr 09, 2026 |
| PDS Planning, Inc | History | Reduced | 41,018 | 1,987 | 0.13% | 0.13% | 144 | -269 | -0.65% | Q1 2026 | Apr 21, 2026 |
| Eukles Asset Management | History | Added to | 39,796 | 1,928 | 0.86% | 0.63% | 145 | +6,467 | 19.4% | Q1 2026 | May 05, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 39,342 | 1,906 | 0.13% | 0.14% | 146 | -3,011 | -7.11% | Q1 2026 | May 06, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 38,688 | 1,874 | 0.99% | 1.02% | 147 | -522 | -1.33% | Q1 2026 | May 08, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 37,958 | 1,839 | 0.2% | 0.21% | 148 | -445 | -1.16% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Wealth | History | Added to | 37,820 | 1,832 | 0.0% | 0.0% | 150 | +193 | 0.51% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 37,852 | 1,832 | 0.0% | 0.0% | 149 | -92 | -0.24% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | Reduced | 37,449 | 1,814 | 0.14% | 5.5% | 151 | -1,412,158 | -97.42% | Q1 2026 | May 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 36,941 | 1,790 | 0.07% | 0.03% | 152 | +22,740 | 160.13% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Reduced | 36,320 | 1,760 | 0.0% | 0.0% | 153 | -3,576 | -8.96% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 35,930 | 1,741 | 0.01% | 0.02% | 154 | -14,835 | -29.22% | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 35,951 | 1,736 | 0.02% | 0.02% | 155 | -1,271 | -3.41% | Q1 2026 | Apr 07, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 35,375 | 1,714 | 0.15% | 0.16% | 156 | +304 | 0.87% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 33,903 | 1,642 | 0.06% | 0.04% | 157 | -2,192 | -6.07% | Q1 2026 | Apr 23, 2026 |
| VestGen Advisors, LLC | History | New | 33,917 | 1,636 | 0.04% | — | 158 | +33,917 | New | Q1 2026 | May 14, 2026 |
| Joseph Group Capital Management | History | Added to | 33,054 | 1,601 | 0.4% | 0.37% | 159 | +4,459 | 15.59% | Q1 2026 | May 08, 2026 |
| XY Planning Network, Inc. | History | Added to | 32,164 | 1,553 | 0.25% | 0.22% | 160 | +6,204 | 23.9% | Q1 2026 | Apr 14, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 31,534 | 1,527 | 0.89% | 0.91% | 161 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FC Advisory LLC | History | Added to | 30,447 | 1,475 | 0.43% | 0.42% | 162 | +100 | 0.33% | Q1 2026 | Apr 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 29,898 | 1,448 | 0.16% | 0.16% | 163 | +1,000 | 3.46% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 28,943 | 1,402 | 0.0% | 0.0% | 164 | +918 | 3.28% | Q1 2026 | May 14, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 28,809 | 1,396 | 0.24% | 0.23% | 165 | -181 | -0.62% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 28,782 | 1,394 | 0.02% | 0.02% | 166 | +1,162 | 4.21% | Q1 2026 | Apr 20, 2026 |
| Wealthfront Advisers LLC | History | Added to | 27,531 | 1,334 | 0.0% | 0.0% | 167 | +8,329 | 43.38% | Q1 2026 | May 05, 2026 |
| VICUS CAPITAL | History | Added to | 27,236 | 1,319 | 0.1% | 0.09% | 168 | +3,158 | 13.12% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | Added to | 26,751 | 1,296 | 0.02% | 0.02% | 169 | +4,284 | 19.07% | Q1 2026 | May 15, 2026 |
| Darden Wealth Group Inc | History | Reduced | 26,352 | 1,277 | 0.65% | 0.63% | 170 | -366 | -1.37% | Q1 2026 | May 08, 2026 |
| Vantage Financial Partners, LLC | History | No change | 26,179 | 1,276 | 0.26% | 0.26% | 171 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 26,238 | 1,271 | 0.97% | 0.94% | 172 | -92 | -0.35% | Q1 2026 | May 08, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 25,797 | 1,250 | 0.1% | 0.11% | 173 | -5,070 | -16.43% | Q1 2026 | Apr 24, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | Reduced | 25,658 | 1,243 | 0.98% | 1.06% | 174 | -33 | -0.13% | Q1 2026 | May 05, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 24,628 | 1,193 | 0.19% | 0.2% | 175 | -174 | -0.7% | Q1 2026 | May 07, 2026 |
| Main Street Research LLC | History | Added to | 24,058 | 1,165 | 0.07% | 0.06% | 176 | +1,295 | 5.69% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 23,660 | 1,146 | 0.01% | 0.01% | 177 | +797 | 3.49% | Q1 2026 | Apr 24, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 23,366 | 1,132 | 0.45% | 0.45% | 178 | +1,088 | 4.88% | Q1 2026 | Apr 21, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 23,154 | 1,122 | 0.58% | 0.57% | 179 | +952 | 4.29% | Q1 2026 | Apr 21, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 22,329 | 1,082 | 0.12% | 0.13% | 180 | -762 | -3.3% | Q1 2026 | Apr 17, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Added to | 22,281 | 1,079 | 0.89% | 0.86% | 181 | +529 | 2.43% | Q1 2026 | Apr 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 22,246 | 1,078 | 0.0% | 0.0% | 182 | +718 | 3.34% | Q1 2026 | May 12, 2026 |
| Essex Financial Services, Inc. | History | Added to | 21,929 | 1,062 | 0.06% | 0.06% | 183 | +579 | 2.71% | Q1 2026 | Apr 24, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 21,775 | 1,055 | 0.17% | 0.17% | 184 | -786 | -3.48% | Q1 2026 | May 04, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 21,129 | 1,023 | 0.02% | 0.03% | 185 | -6,008 | -22.14% | Q1 2026 | May 12, 2026 |
| Center for Financial Planning, Inc. | History | No change | 20,845 | 1,010 | 0.11% | 0.11% | 186 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 20,624 | 999 | 0.01% | 0.01% | 187 | +2,004 | 10.76% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 20,406 | 988 | 0.01% | 0.04% | 188 | -41,779 | -67.19% | Q1 2026 | Apr 23, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 19,983 | 968 | 0.24% | 0.23% | 189 | +16 | 0.08% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 19,757 | 954 | 0.0% | 0.01% | 190 | +743 | 3.91% | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 19,392 | 939 | 0.01% | 0.02% | 191 | -2,533 | -11.55% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | New | 19,374 | 938 | 0.01% | — | 192 | +19,374 | New | Q1 2026 | May 15, 2026 |
| Columbus Macro, LLC | History | Reduced | 19,345 | 937 | 0.1% | 0.16% | 193 | -10,134 | -34.38% | Q1 2026 | Apr 21, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 18,724 | 907 | 0.0% | 0.0% | 194 | -822 | -4.21% | Q1 2026 | Apr 22, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 18,596 | 901 | 0.66% | 0.59% | 195 | +1,450 | 8.46% | Q1 2026 | Apr 16, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 18,020 | 875 | 0.23% | 0.61% | 196 | -26,575 | -59.59% | Q1 2026 | Apr 21, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 18,044 | 874 | 0.32% | 0.34% | 197 | +420 | 2.38% | Q1 2026 | Apr 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 17,909 | 867 | 0.01% | 0.02% | 198 | +188 | 1.06% | Q1 2026 | May 15, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 17,905 | 867 | 0.17% | 0.18% | 199 | -40 | -0.22% | Q1 2026 | Apr 20, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 17,662 | 855 | 0.12% | 0.12% | 200 | -666 | -3.63% | Q1 2026 | May 07, 2026 |
| First PREMIER Bank | History | Reduced | 16,970 | 822 | 0.19% | 0.21% | 201 | -1,682 | -9.02% | Q1 2026 | Apr 20, 2026 |
| US BANCORP \DE\ | History | Added to | 16,932 | 820 | 0.0% | 0.0% | 202 | +3,271 | 23.94% | Q1 2026 | May 14, 2026 |
| HEADINVEST, LLC | History | No change | 16,807 | 814 | 0.17% | 0.16% | 203 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 16,551 | 802 | 0.0% | 0.0% | 204 | +831 | 5.29% | Q1 2026 | May 07, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 16,488 | 799 | 0.12% | 0.13% | 205 | +139 | 0.85% | Q1 2026 | May 12, 2026 |
| Berger Financial Group, Inc | History | Reduced | 16,286 | 789 | 0.04% | 0.05% | 206 | -45 | -0.28% | Q1 2026 | Apr 28, 2026 |
| PFG Advisors | History | Reduced | 16,124 | 781 | 0.04% | 0.04% | 209 | -674 | -4.01% | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 16,130 | 781 | 0.01% | 0.01% | 207 | -533 | -3.2% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 16,124 | 781 | 0.02% | 0.02% | 208 | +90 | 0.56% | Q1 2026 | May 01, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 15,719 | 762 | 0.01% | — | 210 | +15,719 | New | Q1 2026 | Apr 07, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 15,685 | 760 | 0.25% | 0.2% | 211 | +51 | 0.33% | Q1 2026 | Apr 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 15,561 | 754 | 0.03% | 0.03% | 212 | +4 | 0.03% | Q1 2026 | May 19, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 15,530 | 753 | 0.0% | 0.0% | 213 | -1,016 | -6.14% | Q1 2026 | May 01, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 15,240 | 738 | 0.04% | 0.05% | 214 | -3,736 | -19.69% | Q1 2026 | Apr 20, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 15,029 | 728 | 0.13% | 0.15% | 215 | -533 | -3.43% | Q1 2026 | Apr 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 14,731 | 713 | 0.02% | 0.03% | 216 | +426 | 2.98% | Q1 2026 | May 07, 2026 |
| Opus Capital Group, LLC | History | Added to | 14,646 | 710 | 0.08% | 0.07% | 217 | +793 | 5.72% | Q1 2026 | Apr 30, 2026 |
| DORVAL Corp | History | Reduced | 14,439 | 699 | 0.22% | 4.89% | 218 | -300,019 | -95.41% | Q1 2026 | Apr 22, 2026 |
| Weaver Consulting Group | History | Added to | 14,311 | 693 | 0.17% | 0.16% | 219 | +961 | 7.2% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 14,033 | 680 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Evensky & Katz LLC | History | Added to | 13,250 | 642 | 0.04% | 0.04% | 221 | +9 | 0.07% | Q1 2026 | Apr 22, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 13,108 | 639 | 0.05% | 0.05% | 222 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 12,967 | 628 | 0.0% | 0.0% | 223 | -31 | -0.24% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,812 | 624 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Added to | 12,636 | 612 | 0.26% | 0.24% | 225 | +34 | 0.27% | Q1 2026 | Apr 29, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 12,294 | 595 | 0.51% | 0.52% | 226 | +49 | 0.4% | Q1 2026 | May 11, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 12,106 | 586 | 0.04% | 0.06% | 227 | -8,082 | -40.03% | Q1 2026 | May 20, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 11,890 | 576 | 0.13% | 0.15% | 228 | -1,066 | -8.23% | Q1 2026 | Apr 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 11,689 | 566 | 0.01% | 0.01% | 229 | +661 | 5.99% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Reduced | 11,460 | 555 | 0.0% | 0.0% | 230 | -173 | -1.49% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 11,281 | 546 | 0.01% | 0.01% | 231 | -822 | -6.79% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 10,961 | 531 | 0.0% | 0.0% | 232 | -366 | -3.23% | Q1 2026 | May 08, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 10,844 | 526 | 0.01% | 0.01% | 233 | +448 | 4.31% | Q1 2026 | May 04, 2026 |
| Commerce Advisors, LLC | History | New | 10,804 | 523 | 0.44% | — | 234 | +10,804 | New | Q1 2026 | May 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 10,708 | 518 | 0.0% | — | 235 | +10,708 | New | Q1 2026 | May 12, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 10,477 | 507 | 0.04% | 0.05% | 236 | -2,513 | -19.35% | Q1 2026 | May 06, 2026 |
| Global Financial Private Client, LLC | History | No change | 10,424 | 505 | 0.17% | 0.18% | 237 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,273 | 503 | 0.0% | 0.0% | 238 | -1,315 | -11.35% | Q1 2026 | Apr 27, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 10,260 | 497 | 0.07% | 0.07% | 239 | +866 | 9.22% | Q1 2026 | May 13, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 10,229 | 495 | 0.06% | 0.05% | 240 | +874 | 9.34% | Q1 2026 | May 06, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 9,881 | 478 | 0.31% | 0.32% | 241 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 9,769 | 473 | 0.11% | 0.1% | 242 | +1,457 | 17.53% | Q1 2026 | May 07, 2026 |
| OneAscent Financial Services LLC | History | New | 9,668 | 468 | 0.03% | — | 243 | +9,668 | New | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | New | 9,623 | 466 | 0.0% | — | 244 | +9,623 | New | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 9,519 | 464 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 9,400 | 455 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rede Wealth, LLC | History | Added to | 9,282 | 449 | 0.16% | 0.1% | 247 | +3,294 | 55.01% | Q1 2026 | Apr 10, 2026 |
| HB Wealth Management, LLC | History | Added to | 9,248 | 448 | 0.0% | 0.0% | 248 | +133 | 1.46% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Reduced | 9,049 | 438 | 0.01% | 0.01% | 249 | -415 | -4.39% | Q1 2026 | May 13, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 9,000 | 436 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 8,867 | 429 | 0.09% | 0.09% | 251 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 8,775 | 425 | 0.01% | 0.01% | 252 | +1,209 | 15.98% | Q1 2026 | Apr 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 8,686 | 420 | 0.05% | — | 253 | +8,686 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 8,595 | 416 | 0.0% | — | 254 | +8,595 | New | Q1 2026 | May 01, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 7,855 | 380 | 0.05% | 0.1% | 256 | -9,200 | -53.94% | Q1 2026 | May 04, 2026 |
| CHOREO, LLC | History | Reduced | 7,846 | 380 | 0.0% | 0.0% | 255 | -82 | -1.03% | Q1 2026 | May 12, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 7,411 | 359 | 0.05% | 0.06% | 257 | +27 | 0.37% | Q1 2026 | Apr 22, 2026 |
| World Investment Advisors | History | Reduced | 7,401 | 358 | 0.01% | 0.01% | 258 | -764 | -9.36% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Added to | 7,212 | 349 | 0.01% | 0.01% | 259 | +426 | 6.28% | Q1 2026 | May 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 7,182 | 348 | 0.01% | 0.01% | 261 | +1 | 0.01% | Q1 2026 | May 14, 2026 |
| Garde Capital, Inc. | History | No change | 7,190 | 348 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Prospera Financial Services Inc | History | Reduced | 7,167 | 347 | 0.01% | 0.01% | 262 | -147 | -2.01% | Q1 2026 | Apr 14, 2026 |
| Summit Financial, LLC | History | Reduced | 7,139 | 345 | 0.0% | 0.01% | 263 | -148 | -2.03% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 7,112 | 344 | 0.0% | 0.01% | 264 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 7,069 | 342 | 0.05% | 0.05% | 265 | +49 | 0.7% | Q1 2026 | Apr 27, 2026 |
| Pearl Planning LLC | History | No change | 6,883 | 333 | 0.18% | 0.2% | 266 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Optas, LLC | History | New | 6,760 | 327 | 0.05% | — | 267 | +6,760 | New | Q1 2026 | Apr 24, 2026 |
| Hudson Capital Management LLC | History | Added to | 6,691 | 324 | 0.08% | 0.05% | 268 | +2,296 | 52.24% | Q1 2026 | Apr 13, 2026 |
| Level Wealth Management LLC | History | No change | 6,572 | 318 | 0.15% | 0.16% | 269 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | New | 6,552 | 317 | 0.1% | — | 271 | +6,552 | New | Q1 2026 | May 05, 2026 |
| Colonial Trust Advisors | History | Added to | 6,553 | 317 | 0.02% | 0.02% | 270 | +158 | 2.47% | Q1 2026 | May 12, 2026 |
| TrueWealth Financial Partners | History | New | 6,524 | 316 | 0.13% | — | 272 | +6,524 | New | Q1 2026 | May 20, 2026 |
| SFMG, LLC | History | Added to | 6,411 | 310 | 0.02% | 0.02% | 273 | +687 | 12.0% | Q1 2026 | May 12, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 6,364 | 308 | 0.07% | 0.07% | 274 | +429 | 7.23% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 6,319 | 305 | 0.02% | 0.02% | 275 | +2 | 0.03% | Q1 2026 | May 01, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 6,224 | 301 | 0.02% | 0.02% | 276 | +28 | 0.45% | Q1 2026 | May 15, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 6,169 | 298 | 0.19% | 0.2% | 278 | +65 | 1.06% | Q1 2026 | May 11, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 6,150 | 298 | 0.05% | 0.05% | 277 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 6,072 | 294 | 0.13% | 0.13% | 279 | -176 | -2.82% | Q1 2026 | Apr 20, 2026 |
| Parsonex Advisory Services, Inc. | History | Reduced | 5,977 | 289 | 0.28% | 0.19% | 280 | -175 | -2.84% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 5,912 | 286 | 0.0% | 0.0% | 281 | -341 | -5.45% | Q1 2026 | Apr 20, 2026 |
| FMR LLC | History | Added to | 5,709 | 276 | 0.0% | 0.0% | 282 | +2,912 | 104.11% | Q1 2026 | May 15, 2026 |
| Donor Advised Charitable Giving, Inc. | History | Added to | 5,708 | 276 | 0.01% | 0.01% | 283 | +1,020 | 21.76% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,693 | 275 | 0.0% | 0.0% | 284 | -1,544 | -21.33% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 5,671 | 274 | 0.0% | 0.0% | 285 | +423 | 8.06% | Q1 2026 | May 12, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 5,640 | 273 | 0.22% | 0.22% | 286 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| GUERRA PAN ADVISORS, LLC | History | New | 5,579 | 270 | 0.17% | — | 287 | +5,579 | New | Q1 2026 | May 12, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 5,568 | 269 | 0.19% | 0.11% | 288 | +2,067 | 59.04% | Q1 2026 | May 07, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 5,540 | 268 | 0.08% | 0.07% | 289 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Added to | 5,477 | 265 | 0.0% | 0.0% | 290 | +79 | 1.46% | Q1 2026 | May 15, 2026 |
| Essex Bank | History | No change | 5,470 | 265 | 0.06% | 0.06% | 291 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PFS Partners, LLC | History | No change | 5,432 | 263 | 0.12% | 0.12% | 292 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 5,425 | 262 | 0.01% | 0.02% | 293 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| LVZ, Inc. | History | Reduced | 5,335 | 258 | 0.03% | 0.03% | 294 | -87 | -1.6% | Q1 2026 | Apr 28, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 5,316 | 257 | 0.01% | 0.02% | 295 | -676 | -11.28% | Q1 2026 | Apr 30, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 5,231 | 253 | 0.05% | 0.11% | 296 | -5,681 | -52.06% | Q1 2026 | May 15, 2026 |
| Rice Partnership, LLC | History | Added to | 5,212 | 252 | 0.03% | 0.03% | 297 | +366 | 7.55% | Q1 2026 | May 07, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 5,127 | 248 | 0.05% | 0.05% | 298 | +93 | 1.85% | Q1 2026 | Apr 15, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 5,102 | 247 | 0.05% | 0.05% | 299 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wealth Forward, LLC | History | No change | 5,042 | 244 | 0.14% | 0.14% | 300 | 0 | 0.0% | Q1 2026 | May 04, 2026 |