iSHARES TRUST - ITOT
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 | 79,917,650 | 11,382,670 | 0.2% | 0.18% | 1 | +9,205,432 | 13.02% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 65,970,413 | 9,396,165 | 1.77% | 1.73% | 2 | +2,059,966 | 3.22% | Q1 2026 | May 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 14,373,487 | 2,047,215 | 4.49% | 3.86% | 3 | +2,761,411 | 23.78% | Q1 2026 | May 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 10,650,612 | 1,583,639 | 0.51% | 0.47% | 4 | +676,317 | 6.78% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 10,617,929 | 1,512,311 | 2.86% | 3.03% | 5 | -62,926 | -0.59% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 10,203,087 | 1,453,225 | 0.09% | 0.1% | 6 | -696,679 | -6.39% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 6,686,069 | 953,517 | 1.06% | 1.04% | 7 | +535,665 | 8.71% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,618,420 | 942,661 | 0.07% | 0.07% | 8 | +201,142 | 3.13% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 5,929,433 | 844,529 | 0.22% | 0.26% | 9 | -394,791 | -6.24% | Q1 2026 | May 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 5,415,954 | 770,864 | 7.77% | 9.2% | 10 | +372,803 | 7.39% | Q1 2026 | May 13, 2026 |
| ALLSTATE CORP | History | Added to | 5,345,013 | 761,290 | 8.14% | 2.54% | 11 | +4,095,130 | 327.64% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,233,606 | 602,992 | 0.16% | 0.16% | 12 | +611,348 | 16.88% | Q1 2026 | May 04, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 4,042,349 | 575,751 | 16.88% | 16.13% | 13 | +404,119 | 11.11% | Q1 2026 | Apr 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,872,493 | 551,559 | 6.31% | 6.56% | 14 | -31,491 | -0.81% | Q1 2026 | Apr 20, 2026 |
| Auto-Owners Insurance Co | History | No change | 3,595,344 | 512,084 | 10.72% | 11.22% | 15 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Ballentine Partners, LLC | History | Reduced | 3,185,211 | 453,669 | 6.32% | 6.75% | 16 | -48,560 | -1.5% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | Added to | 2,900,761 | 413,155 | 8.98% | 8.77% | 17 | +148,477 | 5.39% | Q1 2026 | May 07, 2026 |
| Norinchukin Bank, The | History | No change | 2,246,560 | 319,977 | 3.73% | 3.89% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 2,049,370 | 291,891 | 0.2% | 0.22% | 19 | -35,359 | -1.7% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 1,948,805 | 277,568 | 1.13% | 1.21% | 20 | -37,595 | -1.89% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,948,699 | 277,553 | 0.09% | 0.1% | 21 | -115,656 | -5.6% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,919,909 | 273,404 | 0.06% | 0.07% | 22 | -151,134 | -7.3% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 1,864,476 | 265,555 | 0.37% | 0.43% | 23 | -97,990 | -4.99% | Q1 2026 | May 15, 2026 |
| SENTINEL TRUST CO LBA | History | Added to | 1,803,511 | 256,874 | 25.52% | 25.98% | 24 | +29,107 | 1.64% | Q1 2026 | May 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 1,711,050 | 243,705 | 0.75% | 0.79% | 25 | -76,600 | -4.28% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,752,924 | 242,447 | 0.02% | 0.01% | 26 | +200,292 | 12.9% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,683,425 | 239,770 | 0.22% | 0.2% | 27 | +186,844 | 12.48% | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,616,418 | 230,226 | 2.66% | 2.8% | 28 | +68,712 | 4.44% | Q1 2026 | May 08, 2026 |
| Evensky & Katz LLC | History | Added to | 1,580,910 | 225,169 | 12.81% | 12.49% | 29 | +92,615 | 6.22% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,519,015 | 216,289 | 0.38% | 0.43% | 30 | +12,738 | 0.85% | Q1 2026 | May 14, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 1,510,211 | 215,099 | 22.77% | 26.48% | 31 | -96,479 | -6.0% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,482,653 | 211,192 | 0.31% | 0.34% | 32 | -77,372 | -4.96% | Q1 2026 | May 15, 2026 |
| CISCO SYSTEMS, INC. | History | Reduced | 1,372,500 | 195,485 | 61.65% | 64.28% | 33 | -50,000 | -3.51% | Q1 2026 | Apr 15, 2026 |
| Disciplina Capital Management LLC | History | Added to | 1,343,930 | 191,415 | 20.29% | 19.66% | 34 | +188,806 | 16.35% | Q1 2026 | May 07, 2026 |
| TD Capital Management LLC | History | Reduced | 1,339,942 | 190,848 | 17.17% | 17.89% | 35 | -16,125 | -1.19% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,290,599 | 183,820 | 0.26% | 0.24% | 36 | +88,685 | 7.38% | Q1 2026 | Apr 27, 2026 |
| LJI Wealth Management, LLC | History | Added to | 1,221,359 | 173,958 | 27.79% | 27.39% | 37 | +12,638 | 1.05% | Q1 2026 | May 04, 2026 |
| Zhang Financial LLC | History | Added to | 1,181,952 | 168,345 | 5.82% | 5.83% | 38 | +130,075 | 12.37% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,151,630 | 164,026 | 0.03% | 0.03% | 39 | +23,930 | 2.12% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,141,392 | 162,568 | 2.92% | 6.4% | 40 | -1,212,492 | -51.51% | Q1 2026 | May 07, 2026 |
| Constellation Investments, Inc. | History | Added to | 1,108,000 | 157,812 | 5.24% | 2.79% | 41 | +500,000 | 82.24% | Q1 2026 | Apr 22, 2026 |
| Tanager Wealth Management LLP | History | Added to | 1,107,276 | 157,709 | 15.26% | 14.81% | 42 | +109,337 | 10.96% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Reduced | 1,096,242 | 155,568 | 0.18% | 0.2% | 43 | -43,140 | -3.79% | Q1 2026 | May 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 1,054,680 | 150,218 | 2.43% | 2.26% | 44 | +315,179 | 42.62% | Q1 2026 | Apr 21, 2026 |
| FMR LLC | History | Added to | 1,050,980 | 149,691 | 0.01% | 0.01% | 45 | +60,672 | 6.13% | Q1 2026 | May 15, 2026 |
| Stratos Investment Management, LLC | History | Added to | 1,029,397 | 146,617 | 5.88% | 6.11% | 46 | +4,743 | 0.46% | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | Reduced | 1,016,552 | 144,787 | 0.02% | 0.03% | 47 | -20,739 | -2.0% | Q1 2026 | May 05, 2026 |
| HB Wealth Management, LLC | History | Reduced | 1,002,300 | 142,757 | 0.92% | 0.98% | 48 | -18,378 | -1.8% | Q1 2026 | Apr 27, 2026 |
| Claar Advisors LLC | History | Added to | 994,820 | 141,692 | 48.01% | 43.22% | 49 | +224 | 0.02% | Q1 2026 | May 15, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 968,315 | 137,917 | 11.27% | 11.57% | 50 | +50,003 | 5.45% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 990,403 | 137,649 | 0.07% | 0.07% | 51 | +253,274 | 34.36% | Q1 2026 | May 15, 2026 |
| Wick Capital Partners, LLC | History | Added to | 929,652 | 132,410 | 24.15% | 23.4% | 52 | +51,767 | 5.9% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 918,546 | 130,831 | 0.14% | 0.15% | 53 | -11,624 | -1.25% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 831,680 | 118,456 | 0.18% | 0.19% | 54 | +5,356 | 0.65% | Q1 2026 | May 15, 2026 |
| Rock Creek Group LLC | History | Reduced | 827,509 | 117,862 | 11.93% | 14.3% | 55 | -46,553 | -5.33% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 803,434 | 114,433 | 0.12% | 0.13% | 56 | +2,438 | 0.3% | Q1 2026 | May 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 786,111 | 111,965 | 1.94% | 1.7% | 57 | +153,521 | 24.27% | Q1 2026 | May 07, 2026 |
| Goldstein Advisors, LLC | History | Added to | 772,851 | 110,077 | 12.23% | 10.79% | 58 | +136,187 | 21.39% | Q1 2026 | Apr 28, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 742,657 | 105,776 | 6.53% | 7.01% | 59 | -33,737 | -4.35% | Q1 2026 | Apr 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 731,384 | 104,171 | 2.42% | 1.32% | 60 | +368,506 | 101.55% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | Added to | 704,573 | 100,352 | 2.13% | 2.06% | 61 | +33,278 | 4.96% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 671,625 | 95,659 | 5.69% | 6.42% | 62 | -66,733 | -9.04% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 656,705 | 93,535 | 0.24% | 0.26% | 63 | -8,917 | -1.34% | Q1 2026 | Apr 30, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 620,346 | 88,355 | 9.17% | 9.82% | 64 | -13,195 | -2.08% | Q1 2026 | Apr 13, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 587,001 | 83,606 | 10.37% | 12.71% | 65 | -102,577 | -14.88% | Q1 2026 | Apr 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 577,496 | 82,252 | 0.24% | 0.22% | 66 | +36,696 | 6.79% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 532,581 | 76,078 | 0.11% | 0.07% | 67 | +153,187 | 40.38% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 514,613 | 73,296 | 0.13% | 0.11% | 68 | +89,174 | 20.96% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 507,620 | 72,300 | 0.62% | 0.63% | 69 | -68,825 | -11.94% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 489,745 | 69,754 | 0.18% | 0.22% | 70 | -45,876 | -8.57% | Q1 2026 | May 14, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 484,522 | 69,010 | 2.6% | 2.58% | 71 | +18,188 | 3.9% | Q1 2026 | May 12, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 447,667 | 66,563 | 8.8% | 8.8% | 72 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Aviso Financial Inc. | History | Added to | 465,585 | 66,308 | 2.36% | 2.26% | 73 | +66,042 | 16.53% | Q1 2026 | May 13, 2026 |
| Friday Financial | History | Added to | 464,604 | 66,173 | 22.8% | 23.31% | 74 | +19,920 | 4.48% | Q1 2026 | Apr 16, 2026 |
| Cresset Asset Management, LLC | History | Added to | 458,390 | 65,288 | 0.28% | 0.28% | 75 | +7,701 | 1.71% | Q1 2026 | May 15, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Added to | 454,946 | 64,798 | 12.1% | 1.08% | 76 | +416,182 | 1073.63% | Q1 2026 | May 05, 2026 |
| Vantage Financial Partners, LLC | History | No change | 434,352 | 64,583 | 13.11% | 13.11% | 77 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 451,482 | 64,304 | 0.18% | 0.19% | 78 | -59,893 | -11.71% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 443,636 | 63,186 | 0.04% | 0.04% | 79 | +6,828 | 1.56% | Q1 2026 | May 07, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 439,711 | 62,627 | 2.87% | 2.88% | 80 | -4,138 | -0.93% | Q1 2026 | May 06, 2026 |
| Elm Partners Management LLC | History | Added to | 431,442 | 59,672 | 2.59% | 2.73% | 81 | +27,174 | 6.72% | Q1 2026 | May 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 415,996 | 59,250 | 10.1% | 10.58% | 82 | +11,919 | 2.95% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 414,259 | 59,002 | 0.22% | 0.22% | 83 | +53,598 | 14.86% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 412,884 | 58,807 | 0.01% | 0.0% | 84 | +195,013 | 89.51% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 395,545 | 56,337 | 1.16% | 1.01% | 85 | +56,436 | 16.64% | Q1 2026 | May 15, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 394,861 | 56,240 | 9.86% | — | 86 | +394,861 | New | Q1 2026 | May 11, 2026 |
| Steffes Financial, Ltd. | History | Reduced | 392,836 | 55,951 | 29.53% | 30.74% | 87 | -3,068 | -0.77% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 390,475 | 55,615 | 0.34% | 0.37% | 88 | -12,516 | -3.11% | Q1 2026 | May 15, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 389,492 | 55,475 | 8.4% | 8.48% | 89 | +11,689 | 3.09% | Q1 2026 | Apr 15, 2026 |
| GM Advisory Group, LLC | History | Added to | 377,781 | 53,807 | 2.07% | 1.98% | 90 | +37,599 | 11.05% | Q1 2026 | Apr 28, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 377,533 | 53,772 | 8.08% | 8.04% | 91 | +33,701 | 9.8% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Added to | 365,958 | 52,083 | 0.26% | 0.28% | 92 | +6,524 | 1.82% | Q1 2026 | May 15, 2026 |
| jvl associates llc | History | Reduced | 357,629 | 50,937 | 17.08% | 22.27% | 93 | -102,632 | -22.3% | Q1 2026 | Apr 16, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 353,225 | 50,309 | 7.31% | 7.3% | 94 | -2,043 | -0.58% | Q1 2026 | Apr 23, 2026 |
| BLB&B Advisors, LLC | History | Added to | 350,348 | 49,900 | 2.06% | 2.07% | 95 | +16,690 | 5.0% | Q1 2026 | Apr 28, 2026 |
| Savant Capital, LLC | History | Added to | 345,197 | 49,166 | 0.24% | 0.21% | 96 | +101,517 | 41.66% | Q1 2026 | May 04, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 342,517 | 48,784 | 25.71% | 26.91% | 97 | -3,237 | -0.94% | Q1 2026 | Apr 22, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 338,550 | 48,219 | 0.92% | 0.97% | 98 | -5,954 | -1.73% | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 334,051 | 47,578 | 0.02% | 0.02% | 99 | +16,291 | 5.13% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 331,762 | 47,252 | 0.25% | 0.18% | 100 | +162,823 | 96.38% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 330,815 | 47,118 | 0.68% | 0.78% | 101 | +4,325 | 1.32% | Q1 2026 | Apr 10, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 307,968 | 46,829 | 3.15% | 3.15% | 102 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 328,100 | 46,731 | 10.24% | 10.89% | 103 | -4,534 | -1.36% | Q1 2026 | May 11, 2026 |
| NICOLET BANKSHARES INC | History | New | 322,440 | 46,254 | 1.71% | — | 104 | +322,440 | New | Q1 2026 | May 14, 2026 |
| Adventist Health System/ West | History | No change | 321,151 | 45,741 | 8.11% | 8.03% | 105 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Truepoint, Inc. | History | Reduced | 320,658 | 45,671 | 1.02% | 1.09% | 106 | -4,142 | -1.28% | Q1 2026 | May 08, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 317,668 | 45,245 | 17.03% | 17.74% | 107 | +5,907 | 1.89% | Q1 2026 | May 11, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 310,000 | 44,153 | 1.04% | — | 108 | +310,000 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 307,418 | 43,785 | 0.07% | 0.09% | 109 | +18,477 | 6.39% | Q1 2026 | May 15, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 306,121 | 43,586 | 14.88% | 14.17% | 110 | +41,660 | 15.75% | Q1 2026 | Apr 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 304,077 | 43,309 | 0.2% | 0.18% | 111 | +44,383 | 17.09% | Q1 2026 | Apr 24, 2026 |
| JGP Wealth Management, LLC | History | Added to | 297,408 | 42,359 | 4.41% | 4.43% | 112 | +11,826 | 4.14% | Q1 2026 | Apr 08, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 288,878 | 41,144 | 10.32% | 10.87% | 113 | +403 | 0.14% | Q1 2026 | May 11, 2026 |
| Procyon Advisors, LLC | History | Reduced | 287,937 | 41,010 | 2.01% | 2.34% | 114 | -30,333 | -9.53% | Q1 2026 | May 04, 2026 |
| HighPoint Advisor Group LLC | History | New | 285,932 | 40,725 | 1.71% | — | 115 | +285,932 | New | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 285,740 | 40,698 | 1.07% | 1.42% | 116 | -47,996 | -14.38% | Q1 2026 | May 14, 2026 |
| Financial Designs Corp | History | Added to | 284,249 | 40,485 | 22.54% | 23.85% | 117 | +1,086 | 0.38% | Q1 2026 | Apr 16, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 270,767 | 40,260 | 5.81% | 5.81% | 118 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 288,164 | 40,071 | 0.08% | 0.09% | 119 | -171,377 | -37.29% | Q1 2026 | Apr 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 276,243 | 39,345 | 0.05% | 0.1% | 120 | -203,662 | -42.44% | Q1 2026 | Apr 27, 2026 |
| Caprock Group, LLC | History | Reduced | 264,468 | 37,668 | 0.91% | 0.84% | 121 | -3,739 | -1.39% | Q1 2026 | May 11, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 263,005 | 37,459 | 17.99% | 17.74% | 122 | +8,299 | 3.26% | Q1 2026 | Apr 15, 2026 |
| Heritage Wealth Advisors | History | Reduced | 257,812 | 36,720 | 1.43% | 1.46% | 123 | -152 | -0.06% | Q1 2026 | May 13, 2026 |
| Reliant Wealth Planning | History | Reduced | 255,733 | 36,424 | 11.01% | 12.2% | 124 | -6,753 | -2.57% | Q1 2026 | May 15, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 252,919 | 36,023 | 4.97% | 26.62% | 125 | -981,528 | -79.51% | Q1 2026 | Apr 16, 2026 |
| Allen Investment Management, LLC | History | Reduced | 245,614 | 34,982 | 0.43% | 0.81% | 126 | -243,493 | -49.78% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 239,320 | 34,086 | 0.45% | 0.49% | 127 | +6,286 | 2.7% | Q1 2026 | May 15, 2026 |
| Aspirean Wealth, LLC | History | Added to | 233,757 | 33,294 | 36.16% | 37.23% | 128 | +4,528 | 1.98% | Q1 2026 | May 13, 2026 |
| Independent Order of Foresters | History | Reduced | 233,510 | 33,258 | 32.65% | 58.25% | 129 | -439,234 | -65.29% | Q1 2026 | May 06, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 232,526 | 33,118 | 0.39% | 0.43% | 130 | -2,749 | -1.17% | Q1 2026 | May 01, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 232,201 | 33,072 | 9.19% | 9.69% | 131 | +16,821 | 7.81% | Q1 2026 | Apr 24, 2026 |
| Planned Solutions, Inc. | History | Added to | 227,909 | 32,461 | 10.62% | 10.32% | 132 | +11,534 | 5.33% | Q1 2026 | Apr 09, 2026 |
| Alaska Permanent Capital Management, LLC | History | Reduced | 226,367 | 32,239 | 2.26% | 2.59% | 133 | -3,212 | -1.4% | Q1 2026 | Apr 24, 2026 |
| Coquina Private Wealth LLC | History | Added to | 226,003 | 32,189 | 25.89% | 26.1% | 134 | +6,983 | 3.19% | Q1 2026 | May 05, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 223,533 | 31,837 | 3.03% | 3.38% | 135 | -3,259 | -1.44% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 221,090 | 31,489 | 0.43% | 0.48% | 136 | -3,572 | -1.59% | Q1 2026 | Apr 08, 2026 |
| Trevian Wealth Management LLC | History | Added to | 220,249 | 31,370 | 15.48% | 14.71% | 137 | +11,782 | 5.65% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 220,145 | 31,355 | 0.25% | 0.35% | 138 | +23,926 | 12.19% | Q1 2026 | May 15, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 218,187 | 31,076 | 1.67% | 1.7% | 139 | +3,994 | 1.86% | Q1 2026 | May 15, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 216,296 | 30,807 | 11.59% | 12.07% | 140 | +5,991 | 2.85% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 216,107 | 30,780 | 0.0% | 0.0% | 141 | +72,335 | 50.31% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 215,665 | 30,717 | 0.01% | 0.0% | 142 | +33,651 | 18.49% | Q1 2026 | May 05, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 214,689 | 30,578 | 3.38% | 3.53% | 143 | +488 | 0.23% | Q1 2026 | Apr 22, 2026 |
| CIGNA INVESTMENTS INC /NEW | History | Added to | 209,887 | 29,894 | 4.6% | 4.34% | 144 | +7,475 | 3.69% | Q1 2026 | May 11, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 198,413 | 29,827 | 8.77% | 8.74% | 145 | +2,716 | 1.39% | Q1 2026 | Apr 16, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 208,943 | 29,759 | 0.54% | 0.6% | 146 | +63 | 0.03% | Q1 2026 | May 11, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Reduced | 208,360 | 29,676 | 2.47% | 2.47% | 147 | -155 | -0.07% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Added to | 205,017 | 29,200 | 0.37% | 0.34% | 148 | +49,610 | 31.92% | Q1 2026 | May 15, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 202,069 | 28,780 | 21.13% | 20.62% | 149 | +16,299 | 8.77% | Q1 2026 | Apr 02, 2026 |
| Vident Advisory, LLC | History | Added to | 200,636 | 28,576 | 0.24% | 0.25% | 150 | +18,494 | 10.15% | Q1 2026 | May 14, 2026 |
| E-Wealth Partners, LLC | History | No change | 184,230 | 27,393 | 23.01% | 23.01% | 151 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 192,043 | 27,353 | 0.05% | 0.04% | 152 | -2 | -0.0% | Q1 2026 | May 15, 2026 |
| MontVue Capital Management, Inc. | History | Added to | 191,843 | 27,324 | 18.62% | 18.78% | 153 | +1,948 | 1.03% | Q1 2026 | Apr 16, 2026 |
| NWAM LLC | History | Added to | 187,350 | 26,684 | 1.54% | 1.32% | 154 | +31,304 | 20.06% | Q1 2026 | May 04, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 185,224 | 26,381 | 4.49% | 4.37% | 155 | +12,034 | 6.95% | Q1 2026 | Apr 28, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 182,918 | 26,053 | 0.0% | 0.0% | 156 | -3,215 | -1.73% | Q1 2026 | May 14, 2026 |
| DURANTE & WATERS, LLC | History | Reduced | 182,185 | 25,948 | 18.78% | 19.07% | 157 | -1,720 | -0.94% | Q1 2026 | May 06, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Reduced | 180,719 | 25,739 | 7.95% | 8.37% | 158 | -4,678 | -2.52% | Q1 2026 | Apr 20, 2026 |
| Financial Partners Group, Inc | History | Added to | 179,507 | 25,567 | 3.06% | 3.13% | 159 | +421 | 0.24% | Q1 2026 | Apr 10, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 176,721 | 25,170 | 2.89% | 2.81% | 160 | +12,931 | 7.89% | Q1 2026 | May 14, 2026 |
| Life Planning Partners, Inc | History | Reduced | 176,509 | 25,140 | 19.19% | 20.12% | 161 | -112 | -0.06% | Q1 2026 | Apr 28, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 172,866 | 24,621 | 1.28% | 1.46% | 162 | -15,735 | -8.34% | Q1 2026 | May 15, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 169,271 | 24,109 | 3.37% | 3.66% | 163 | -8,713 | -4.9% | Q1 2026 | Apr 30, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 169,121 | 24,087 | 2.86% | 3.17% | 164 | -12,177 | -6.72% | Q1 2026 | Apr 21, 2026 |
| Prism Planning Partners LLC | History | Added to | 169,014 | 24,072 | 28.47% | 27.03% | 165 | +6,980 | 4.31% | Q1 2026 | May 12, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Added to | 168,802 | 24,042 | 13.02% | 10.4% | 166 | +8,711 | 5.44% | Q1 2026 | Apr 13, 2026 |
| Plancorp, LLC | History | Added to | 161,483 | 24,009 | 0.68% | 0.62% | 167 | +24,168 | 17.6% | Q1 2026 | Apr 14, 2026 |
| BRIGHTON JONES LLC | History | Added to | 165,930 | 23,633 | 1.0% | 0.86% | 168 | +9,318 | 5.95% | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 164,374 | 23,411 | 0.04% | 0.04% | 169 | -13,311 | -7.49% | Q1 2026 | May 14, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 164,150 | 23,379 | 4.58% | 4.6% | 170 | +1,923 | 1.19% | Q1 2026 | Apr 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 163,823 | 23,332 | 0.14% | 0.17% | 171 | -21,880 | -11.78% | Q1 2026 | May 15, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 161,336 | 22,979 | 11.2% | — | 172 | +161,336 | New | Q1 2026 | Apr 09, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 160,983 | 22,928 | 5.82% | 6.11% | 173 | -2,387 | -1.46% | Q1 2026 | Apr 17, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 159,673 | 22,742 | 1.84% | 1.81% | 174 | +1,657 | 1.05% | Q1 2026 | Apr 15, 2026 |
| Peirce Capital Management, LLC | History | Added to | 159,401 | 22,703 | 8.88% | 9.0% | 175 | +7,273 | 4.78% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 157,681 | 22,458 | 0.33% | 0.37% | 176 | -2,189 | -1.37% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 155,588 | 22,160 | 0.22% | 0.17% | 177 | +37,898 | 32.2% | Q1 2026 | May 08, 2026 |
| Friedenthal Financial | History | Added to | 153,842 | 21,911 | 10.99% | 11.37% | 178 | +5,199 | 3.5% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 152,691 | 21,747 | 0.04% | 0.01% | 179 | +139,419 | 1050.47% | Q1 2026 | May 01, 2026 |
| Vise Technologies, Inc. | History | No change | 145,507 | 21,635 | 0.42% | 0.42% | 180 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TruNorth Capital Management, LLC | History | Reduced | 148,899 | 21,207 | 4.07% | 4.21% | 181 | -182 | -0.12% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 141,578 | 21,051 | 0.08% | 0.08% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 144,059 | 20,518 | 0.05% | 0.04% | 183 | +13,435 | 10.29% | Q1 2026 | Apr 22, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 136,654 | 20,319 | 0.98% | 0.96% | 184 | -62 | -0.05% | Q1 2026 | Apr 08, 2026 |
| Stokes Family Office, LLC | History | Reduced | 142,304 | 20,268 | 2.09% | 2.25% | 185 | -22,999 | -13.91% | Q1 2026 | May 11, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 141,733 | 20,186 | 0.34% | 0.36% | 186 | -4,520 | -3.09% | Q1 2026 | May 05, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 141,313 | 20,127 | 1.25% | 1.39% | 187 | -3,889 | -2.68% | Q1 2026 | Apr 27, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 141,043 | 20,088 | 1.49% | 2.27% | 188 | -63,736 | -31.12% | Q1 2026 | Apr 16, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 140,440 | 20,002 | 0.36% | 0.27% | 189 | +40,553 | 40.6% | Q1 2026 | May 07, 2026 |
| Cosner Financial Group, LLC | History | Reduced | 139,444 | 19,861 | 10.91% | 11.19% | 190 | -8,104 | -5.49% | Q1 2026 | May 01, 2026 |
| Finhabits Advisors LLC | History | Added to | 139,046 | 19,804 | 18.27% | 18.46% | 191 | +6,725 | 5.08% | Q1 2026 | May 06, 2026 |
| Gleason Group, Inc. | History | Reduced | 137,129 | 19,531 | 1.93% | 2.03% | 192 | -1,941 | -1.4% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 136,053 | 19,516 | 0.18% | 0.18% | 193 | +23,927 | 21.34% | Q1 2026 | Apr 07, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 132,584 | 19,019 | 0.33% | 0.39% | 194 | -9,424 | -6.64% | Q1 2026 | May 14, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 133,064 | 18,952 | 10.86% | 9.68% | 195 | +8,023 | 6.42% | Q1 2026 | Apr 17, 2026 |
| Hickory Point Bank & Trust | History | Reduced | 132,700 | 18,900 | 12.47% | 14.62% | 196 | -2,850 | -2.1% | Q1 2026 | Apr 03, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 132,253 | 18,836 | 1.06% | 1.12% | 197 | -561 | -0.42% | Q1 2026 | Apr 24, 2026 |
| Gotham Asset Management, LLC | History | Added to | 130,604 | 18,601 | 0.06% | 0.07% | 198 | +1,915 | 1.49% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 128,127 | 18,249 | 2.54% | 2.62% | 199 | +1,439 | 1.14% | Q1 2026 | Apr 24, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 122,226 | 18,173 | 1.33% | 1.33% | 200 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Heritage Financial Services, LLC | History | No change | 122,164 | 18,164 | 1.52% | 1.52% | 201 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 126,526 | 18,021 | 2.05% | 2.13% | 202 | +748 | 0.59% | Q1 2026 | Apr 21, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 125,569 | 17,884 | 4.49% | 4.27% | 203 | +13,070 | 11.62% | Q1 2026 | May 05, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 124,712 | 17,762 | 1.07% | 1.11% | 204 | +1,522 | 1.24% | Q1 2026 | May 13, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 124,398 | 17,718 | 1.77% | 1.73% | 205 | +7,317 | 6.25% | Q1 2026 | Apr 30, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 123,412 | 17,577 | 4.23% | 4.44% | 206 | +9,423 | 8.27% | Q1 2026 | Apr 24, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 121,740 | 17,339 | 5.09% | 4.71% | 207 | +12,508 | 11.45% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 120,211 | 17,121 | 0.36% | 0.51% | 208 | -31,116 | -20.56% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 119,934 | 17,082 | 0.09% | 0.08% | 209 | +16,450 | 15.9% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 119,780 | 17,060 | 0.1% | 0.09% | 210 | +19,146 | 19.03% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 119,568 | 17,030 | 1.02% | 1.04% | 211 | +1,828 | 1.55% | Q1 2026 | May 12, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 119,553 | 17,027 | 4.72% | 5.22% | 212 | -2,723 | -2.23% | Q1 2026 | Apr 27, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 115,357 | 16,430 | 2.93% | 3.2% | 213 | +69 | 0.06% | Q1 2026 | May 01, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 115,343 | 16,428 | 1.36% | 1.56% | 214 | -3,868 | -3.24% | Q1 2026 | May 05, 2026 |
| Cynosure Group, LLC | History | Reduced | 114,266 | 16,274 | 2.03% | 1.88% | 215 | -10,331 | -8.29% | Q1 2026 | May 13, 2026 |
| Empower Advisory Group, LLC | History | Added to | 113,011 | 16,096 | 0.04% | 0.04% | 216 | +5,355 | 4.97% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 112,955 | 16,088 | 0.36% | 0.35% | 217 | +6,712 | 6.32% | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | Added to | 111,291 | 15,851 | 1.79% | 1.8% | 218 | +1,888 | 1.73% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Reduced | 111,020 | 15,812 | 0.18% | 0.21% | 219 | -10,808 | -8.87% | Q1 2026 | Apr 16, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 109,360 | 15,576 | 9.83% | 10.68% | 220 | +4,257 | 4.05% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 107,964 | 15,377 | 0.11% | 0.13% | 221 | +3,838 | 3.69% | Q1 2026 | May 15, 2026 |
| GREENLEAF TRUST | History | Reduced | 107,910 | 15,369 | 0.15% | 0.15% | 222 | -431 | -0.4% | Q1 2026 | Apr 27, 2026 |
| Callan Family Office, LLC | History | Added to | 106,903 | 15,226 | 0.35% | 0.33% | 223 | +3,755 | 3.64% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 96,599 | 15,060 | 0.34% | 0.34% | 224 | +6,537 | 7.26% | Q1 2026 | May 04, 2026 |
| BBR PARTNERS, LLC | History | Added to | 105,013 | 14,957 | 0.83% | 0.57% | 225 | +33,728 | 47.31% | Q1 2026 | May 12, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 104,901 | 14,941 | 7.71% | 7.55% | 226 | +7,330 | 7.51% | Q1 2026 | Apr 10, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 103,145 | 14,690 | 4.91% | 8.7% | 227 | -99,012 | -48.98% | Q1 2026 | Apr 29, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 102,589 | 14,611 | 0.03% | 0.02% | 228 | +23,984 | 30.51% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 101,638 | 14,579 | 1.09% | 1.16% | 229 | -3,314 | -3.16% | Q1 2026 | Apr 27, 2026 |
| Smithfield Trust Co | History | Added to | 102,314 | 14,568 | 0.63% | 0.67% | 230 | +179 | 0.18% | Q1 2026 | May 08, 2026 |
| Evansbrook LLC | History | No change | 97,800 | 14,541 | 9.73% | 9.73% | 231 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Family Manage LLC | History | Added to | 101,495 | 14,455 | 1.73% | 1.84% | 232 | +3,481 | 3.55% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 101,261 | 14,422 | 0.11% | 0.12% | 233 | -2,688 | -2.59% | Q1 2026 | Apr 15, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 100,274 | 14,282 | 2.07% | 2.09% | 234 | +2,859 | 2.93% | Q1 2026 | May 13, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 99,776 | 14,211 | 2.72% | 2.79% | 235 | +1,687 | 1.72% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 98,286 | 13,998 | 0.11% | 0.2% | 236 | -88,671 | -47.43% | Q1 2026 | May 11, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 97,764 | 13,924 | 6.54% | 6.56% | 237 | +9,603 | 10.89% | Q1 2026 | Apr 14, 2026 |
| Glenview Trust Co | History | Reduced | 97,742 | 13,921 | 0.22% | 0.22% | 238 | -114 | -0.12% | Q1 2026 | May 08, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 95,438 | 13,593 | 0.19% | 0.22% | 239 | -7,912 | -7.66% | Q1 2026 | May 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 95,397 | 13,587 | 0.87% | 1.01% | 240 | -11,004 | -10.34% | Q1 2026 | Apr 17, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 94,111 | 13,404 | 3.22% | 3.39% | 241 | +465 | 0.5% | Q1 2026 | Apr 20, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 94,090 | 13,401 | 0.11% | 0.11% | 242 | -1,223 | -1.28% | Q1 2026 | May 01, 2026 |
| CHOREO, LLC | History | Added to | 93,949 | 13,373 | 0.16% | 0.18% | 243 | +1,107 | 1.19% | Q1 2026 | May 12, 2026 |
| Single Point Partners, LLC | History | Added to | 2,232,613 | 13,161 | 2.62% | 2.24% | 244 | +2,156,557 | 2835.49% | Q1 2026 | Apr 15, 2026 |
| Farrow Financial, Inc. | History | Reduced | 92,304 | 13,146 | 7.47% | 7.99% | 245 | -1,191 | -1.27% | Q1 2026 | May 01, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 92,014 | 13,105 | 0.21% | 0.28% | 246 | -4,018 | -4.18% | Q1 2026 | May 18, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 91,479 | 13,029 | 10.66% | 9.79% | 247 | -2,714 | -2.88% | Q1 2026 | May 13, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 91,263 | 12,998 | 7.0% | 7.45% | 248 | -2,959 | -3.14% | Q1 2026 | May 14, 2026 |
| Asset Dedication, LLC | History | No change | 87,342 | 12,986 | 0.85% | 0.85% | 249 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 90,961 | 12,955 | 6.46% | 6.74% | 250 | -568 | -0.62% | Q1 2026 | May 15, 2026 |
| King Wealth Management Group | History | Reduced | 90,275 | 12,858 | 1.61% | 1.65% | 251 | -1,651 | -1.8% | Q1 2026 | May 04, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 88,889 | 12,660 | 5.6% | 5.78% | 252 | +4,361 | 5.16% | Q1 2026 | May 08, 2026 |
| GuidedMoney, LLC | History | Added to | 87,940 | 12,525 | 6.58% | 6.96% | 253 | +311 | 0.35% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 87,194 | 12,419 | 0.07% | 0.07% | 254 | +3,193 | 3.8% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 87,166 | 12,415 | 0.55% | 0.12% | 255 | +70,160 | 412.56% | Q1 2026 | Apr 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 86,958 | 12,385 | 0.29% | 0.32% | 256 | -1,581 | -1.79% | Q1 2026 | May 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 85,631 | 12,196 | 0.34% | 0.5% | 257 | -42,819 | -33.34% | Q1 2026 | Apr 28, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 84,641 | 12,055 | 0.18% | 0.21% | 258 | -6,868 | -7.51% | Q1 2026 | Apr 09, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 84,206 | 11,993 | 0.48% | 0.52% | 259 | -7,869 | -8.55% | Q1 2026 | May 04, 2026 |
| Clear Retirement Advice LLC | History | Added to | 83,503 | 11,893 | 9.34% | 9.56% | 260 | +1,497 | 1.83% | Q1 2026 | Apr 28, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 83,436 | 11,883 | 2.42% | 2.67% | 261 | -7,790 | -8.54% | Q1 2026 | Apr 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 83,378 | 11,875 | 0.75% | 0.85% | 262 | -8,719 | -9.47% | Q1 2026 | May 15, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 83,341 | 11,870 | 9.27% | 9.88% | 263 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Argent Trust Co | History | No change | 82,662 | 11,773 | 0.4% | 0.42% | 264 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 81,578 | 11,619 | 0.27% | 0.27% | 265 | +5,872 | 7.76% | Q1 2026 | May 15, 2026 |
| Level Wealth Management LLC | History | Added to | 81,158 | 11,559 | 5.42% | 6.13% | 266 | +487 | 0.6% | Q1 2026 | Apr 27, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 80,823 | 11,511 | 1.11% | 1.16% | 267 | -3,101 | -3.7% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 80,606 | 11,480 | 0.1% | 0.15% | 268 | +1,191 | 1.5% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 80,378 | 11,441 | 0.02% | 0.03% | 269 | -40,230 | -33.36% | Q1 2026 | May 01, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Reduced | 80,160 | 11,417 | 2.02% | 2.35% | 270 | -1,251 | -1.54% | Q1 2026 | May 14, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 79,649 | 11,344 | 0.79% | 0.45% | 271 | +21,978 | 38.11% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 75,540 | 11,232 | 0.2% | 0.2% | 272 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 78,834 | 11,228 | 0.14% | 0.17% | 273 | -12,475 | -13.66% | Q1 2026 | Apr 20, 2026 |
| HBE Wealth Management, LLC | History | Added to | 78,576 | 11,191 | 9.75% | 10.54% | 274 | +3,185 | 4.22% | Q1 2026 | Apr 28, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 78,422 | 11,169 | 0.34% | 0.35% | 275 | -1,597 | -2.0% | Q1 2026 | May 13, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 76,851 | 10,945 | 1.17% | 1.22% | 276 | +1,608 | 2.14% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 76,549 | 10,902 | 0.05% | 0.06% | 277 | +6,405 | 9.13% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 76,144 | 10,845 | 0.7% | 0.72% | 278 | +1,837 | 2.47% | Q1 2026 | Apr 15, 2026 |
| Brooklyn FI, LLC | History | Added to | 76,056 | 10,832 | 2.28% | 2.35% | 279 | +2,183 | 2.96% | Q1 2026 | May 11, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 75,939 | 10,815 | 1.71% | 1.7% | 280 | -2,109 | -2.7% | Q1 2026 | May 05, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 75,434 | 10,744 | 0.63% | 0.55% | 281 | +11,012 | 17.09% | Q1 2026 | Apr 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 75,414 | 10,741 | 0.22% | 0.22% | 282 | +2,049 | 2.79% | Q1 2026 | Apr 15, 2026 |
| Fulcrum Equity Management | History | Reduced | 74,708 | 10,640 | 10.28% | 11.05% | 283 | -2,977 | -3.83% | Q1 2026 | Apr 02, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 74,447 | 10,603 | 0.06% | 0.06% | 284 | +108 | 0.15% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 73,205 | 10,426 | 0.12% | 0.13% | 285 | -2,268 | -3.01% | Q1 2026 | Apr 28, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 71,901 | 10,240 | 0.05% | 0.03% | 286 | -19 | -0.03% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Added to | 71,698 | 10,211 | 0.48% | 0.47% | 287 | +4,351 | 6.46% | Q1 2026 | Apr 27, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 71,645 | 10,204 | 1.43% | 1.42% | 288 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 70,842 | 10,096 | 0.54% | 0.54% | 289 | -7,587 | -9.67% | Q1 2026 | May 12, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 70,766 | 10,079 | 2.65% | 2.66% | 290 | +1,472 | 2.12% | Q1 2026 | May 13, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 67,510 | 10,037 | 0.9% | 0.34% | 291 | +43,766 | 184.32% | Q1 2026 | Apr 29, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 69,753 | 9,934 | 0.99% | 0.81% | 292 | +15,193 | 27.85% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 68,900 | 9,813 | 0.0% | 0.0% | 293 | +28,900 | 72.25% | Q1 2026 | May 15, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 68,365 | 9,737 | 1.24% | 1.34% | 294 | -642 | -0.93% | Q1 2026 | Apr 16, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 68,229 | 9,717 | 2.64% | 2.66% | 295 | +1,212 | 1.81% | Q1 2026 | Apr 27, 2026 |
| 71 West Capital Partners | History | Added to | 68,023 | 9,688 | 0.43% | 0.4% | 296 | +8,937 | 15.13% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 66,900 | 9,528 | 0.0% | 0.0% | 297 | -6,799 | -9.23% | Q1 2026 | May 13, 2026 |
| Edge Financial Advisors LLC | History | No change | 63,572 | 9,452 | 3.98% | 3.98% | 298 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Towercrest Capital Management | History | Added to | 65,773 | 9,371 | 1.46% | 1.5% | 299 | +1,801 | 2.82% | Q1 2026 | May 01, 2026 |
| Grove Bank & Trust | History | Reduced | 65,565 | 9,338 | 1.06% | 1.1% | 300 | -297 | -0.45% | Q1 2026 | Apr 08, 2026 |