iSHARES TRUST - IUSB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 133,081,202 | 6,147,020 | 1.65% | 1.64% | 1 | +13,988,989 | 11.75% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 79,586,891 | 3,650,704 | 1.75% | 2.17% | 2 | +3,022,787 | 3.95% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 70,760,965 | 3,268,448 | 0.06% | 0.06% | 3 | -1,116,399 | -1.55% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 49,562,677 | 2,289,300 | 0.43% | 0.41% | 4 | +1,616,099 | 3.37% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 47,282,506 | 2,183,978 | 0.58% | 0.58% | 5 | +1,775,051 | 3.9% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 30,338,047 | 1,401,314 | 0.86% | 0.84% | 6 | +1,715,293 | 5.99% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 25,978,502 | 1,199,947 | 0.07% | 0.07% | 7 | +1,278,158 | 5.17% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 18,948,193 | 875,212 | 1.02% | 0.89% | 8 | +2,827,907 | 17.54% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 17,909,534 | 825,629 | 0.05% | 0.05% | 9 | +62,788 | 0.35% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 17,616,671 | 813,714 | 2.14% | 2.17% | 10 | +422,500 | 2.46% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 12,537,350 | 579,100 | 3.21% | 2.04% | 11 | +69,763 | 0.56% | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 11,541,941 | 533,104 | 0.12% | 0.12% | 12 | +429,310 | 3.86% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 10,974,170 | 506,896 | 0.09% | 0.08% | 13 | +1,333,886 | 13.84% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 10,043,013 | 463,886 | 0.49% | 0.48% | 14 | +520,120 | 5.46% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 8,956,773 | 413,713 | 3.23% | 3.39% | 15 | +352,950 | 4.1% | Q1 2026 | Apr 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 7,713,487 | 356,286 | 0.88% | 0.76% | 16 | +618,614 | 8.72% | Q1 2026 | Apr 22, 2026 |
| Kestra Investment Management, LLC | History | Added to | 7,645,647 | 353,152 | 6.09% | 5.24% | 17 | +3,041,472 | 66.06% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 7,590,426 | 350,601 | 3.43% | 3.13% | 18 | +729,973 | 10.64% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,265,228 | 335,580 | 0.93% | 0.84% | 19 | -172,727 | -2.32% | Q1 2026 | May 04, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 5,234,998 | 241,804 | 7.09% | 6.42% | 20 | +603,965 | 13.04% | Q1 2026 | Apr 14, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 5,053,447 | 233,418 | 8.45% | 0.12% | 21 | +4,982,541 | 7026.97% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,938,217 | 228,096 | 0.07% | 0.07% | 22 | +411,929 | 9.1% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,727,243 | 218,351 | 1.71% | 1.71% | 23 | +109,429 | 2.37% | Q1 2026 | May 01, 2026 |
| GeoWealth Management, LLC | History | Added to | 4,664,293 | 215,443 | 7.76% | 7.86% | 24 | +81,788 | 1.78% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,298,070 | 198,529 | 0.03% | 0.03% | 25 | +324,754 | 8.17% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 4,101,187 | 189,474 | 1.17% | 1.12% | 26 | +107,205 | 2.68% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 3,776,645 | 174,443 | 2.16% | 2.05% | 27 | +414,230 | 12.32% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 3,343,314 | 154,427 | 4.12% | 4.27% | 28 | +503,619 | 17.73% | Q1 2026 | May 11, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 3,106,970 | 143,510 | 0.97% | 0.87% | 29 | +412,309 | 15.3% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,965,747 | 136,987 | 0.19% | 0.19% | 30 | -155,968 | -5.0% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,926,345 | 135,168 | 0.12% | 0.11% | 31 | +200,483 | 7.35% | Q1 2026 | May 12, 2026 |
| Mason & Associates, LLC | History | Added to | 2,897,250 | 133,823 | 30.64% | 29.96% | 32 | +66,130 | 2.34% | Q1 2026 | Apr 21, 2026 |
| UBS Group AG | History | Reduced | 2,817,508 | 130,140 | 0.02% | 0.02% | 33 | -199,812 | -6.62% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,772,218 | 128,078 | 0.19% | 0.2% | 34 | -200,986 | -6.76% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 2,667,710 | 123,221 | 0.67% | 0.65% | 35 | +125,278 | 4.93% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,522,974 | 116,536 | 0.01% | 0.01% | 36 | +89,781 | 3.69% | Q1 2026 | May 15, 2026 |
| JB Capital LLC | History | Added to | 2,512,196 | 116,038 | 4.69% | 4.52% | 37 | +130,691 | 5.49% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Reduced | 2,456,447 | 113,463 | 0.46% | 0.48% | 38 | -39,778 | -1.59% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 2,397,900 | 110,759 | 0.07% | — | 39 | +2,397,900 | New | Q1 2026 | May 15, 2026 |
| Symmetry Partners, LLC | History | Added to | 2,248,840 | 103,873 | 5.93% | 6.16% | 40 | +13,968 | 0.63% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,164,194 | 99,748 | 0.94% | 0.85% | 41 | +460,804 | 27.05% | Q1 2026 | Apr 07, 2026 |
| ASSETMARK, INC | History | Added to | 1,864,366 | 86,115 | 0.18% | 0.17% | 42 | +66,508 | 3.7% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,863,494 | 86,031 | 0.16% | 0.15% | 43 | +5,378 | 0.29% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,760,812 | 81,331 | 0.11% | 0.1% | 44 | +100,262 | 6.04% | Q1 2026 | Apr 27, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 1,755,388 | 81,081 | 7.73% | 7.49% | 45 | +66,698 | 3.95% | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,621,133 | 74,880 | 0.19% | 0.18% | 46 | +122,737 | 8.19% | Q1 2026 | Apr 30, 2026 |
| SOFI WEALTH, LLC | History | Added to | 1,553,764 | 71,768 | 3.46% | 2.8% | 47 | +346,365 | 28.69% | Q1 2026 | May 05, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 1,481,053 | 68,409 | 1.55% | 1.54% | 48 | +49,654 | 3.47% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,455,397 | 67,224 | 0.04% | 0.04% | 49 | +14,473 | 1.0% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 1,387,165 | 64,073 | 0.0% | 0.0% | 50 | +67,776 | 5.14% | Q1 2026 | May 15, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 1,366,932 | 63,138 | 8.85% | 8.93% | 51 | -20,214 | -1.46% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Wealth | History | Reduced | 1,350,040 | 62,358 | 0.07% | 0.09% | 52 | -257,827 | -16.04% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,307,816 | 60,408 | 0.48% | 0.62% | 53 | +178,762 | 15.83% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,281,107 | 59,174 | 0.22% | 0.25% | 54 | -37,307 | -2.83% | Q1 2026 | Apr 30, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 1,266,562 | 58,502 | 5.7% | 5.58% | 55 | +40,138 | 3.27% | Q1 2026 | Apr 29, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 1,247,471 | 57,620 | 9.32% | 12.46% | 56 | -367,668 | -22.76% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Reduced | 1,229,925 | 56,809 | 0.28% | 0.32% | 57 | -70,301 | -5.41% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 1,191,852 | 55,051 | 0.89% | 0.91% | 58 | +29,586 | 2.55% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 1,122,430 | 52,226 | 0.78% | 0.76% | 59 | +295,869 | 35.8% | Q1 2026 | Apr 20, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 1,101,390 | 50,873 | 2.86% | 2.46% | 60 | +104,619 | 10.5% | Q1 2026 | May 01, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 1,099,709 | 50,795 | 1.61% | 1.74% | 61 | +70,721 | 6.87% | Q1 2026 | May 07, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 1,090,959 | 50,391 | 1.54% | 1.66% | 62 | -2,618 | -0.24% | Q1 2026 | May 05, 2026 |
| Atria Investments, Inc | History | Added to | 1,072,619 | 49,544 | 0.55% | 0.55% | 63 | +30,827 | 2.96% | Q1 2026 | May 05, 2026 |
| Destination Wealth Management | History | Added to | 1,044,684 | 48,253 | 1.25% | 1.22% | 64 | +40,484 | 4.03% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 1,037,651 | 47,929 | 0.31% | 0.29% | 65 | +63,896 | 6.56% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 1,025,809 | 47,382 | 1.1% | 1.1% | 66 | +51,636 | 5.3% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 1,026,040 | 47,341 | 3.07% | 2.86% | 67 | +104,372 | 11.32% | Q1 2026 | May 12, 2026 |
| Stash Investments, LLC | History | Added to | 988,610 | 45,663 | 17.71% | 17.63% | 68 | +43,523 | 4.61% | Q1 2026 | Apr 02, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 983,682 | 45,436 | 6.12% | 6.0% | 69 | -29,883 | -2.95% | Q1 2026 | Apr 08, 2026 |
| Stone House Investment Management, LLC | History | Added to | 977,212 | 45,137 | 8.09% | 6.81% | 70 | +34,187 | 3.63% | Q1 2026 | Apr 22, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 974,524 | 45,013 | 5.58% | 5.36% | 71 | +46,083 | 4.96% | Q1 2026 | Apr 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 973,061 | 44,945 | 0.16% | 0.16% | 72 | +20,695 | 2.17% | Q1 2026 | Apr 24, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 971,550 | 44,875 | 7.82% | 6.94% | 73 | -70,909 | -6.8% | Q1 2026 | May 15, 2026 |
| High Falls Advisors, Inc | History | No change | 949,545 | 44,191 | 8.95% | 8.95% | 74 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Spire Wealth Management | History | Added to | 878,036 | 40,556 | 1.38% | 0.71% | 75 | +423,956 | 93.37% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 871,594 | 40,258 | 0.81% | 0.79% | 76 | +39,204 | 4.71% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 865,259 | 39,966 | 1.52% | 1.36% | 77 | +61,263 | 7.62% | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | Added to | 815,121 | 37,650 | 0.52% | 0.52% | 78 | +34,252 | 4.39% | Q1 2026 | Apr 08, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 797,346 | 36,829 | 6.68% | 6.11% | 79 | +18,144 | 2.33% | Q1 2026 | Apr 10, 2026 |
| Strategic Blueprint, LLC | History | Added to | 767,496 | 35,450 | 2.06% | 1.91% | 80 | +70,080 | 10.05% | Q1 2026 | Apr 29, 2026 |
| JT Stratford LLC | History | Reduced | 738,320 | 34,103 | 4.34% | 4.91% | 81 | -82,920 | -10.1% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 718,506 | 33,187 | 0.05% | 0.07% | 82 | -195,739 | -21.41% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 714,406 | 32,998 | 0.42% | 0.41% | 83 | +115,470 | 19.28% | Q1 2026 | May 15, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 711,117 | 32,846 | 10.12% | 9.51% | 84 | +33,776 | 4.99% | Q1 2026 | Apr 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 691,129 | 31,923 | 11.44% | 11.06% | 85 | +20,074 | 2.99% | Q1 2026 | Apr 14, 2026 |
| Trek Financial, LLC | History | Added to | 690,755 | 31,905 | 1.69% | 1.73% | 86 | +50,704 | 7.92% | Q1 2026 | May 13, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 680,126 | 31,415 | 11.85% | 11.73% | 87 | +12,679 | 1.9% | Q1 2026 | Apr 22, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 679,198 | 31,372 | 0.57% | 0.53% | 88 | +45,772 | 7.23% | Q1 2026 | Apr 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 672,959 | 31,083 | 0.26% | 0.3% | 89 | -203,120 | -23.19% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 654,806 | 30,238 | 0.06% | 0.01% | 90 | +514,005 | 365.06% | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Added to | 643,239 | 29,711 | 0.16% | 0.16% | 91 | +54,643 | 9.28% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 633,336 | 29,475 | 0.52% | 0.52% | 92 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Compound Planning, Inc. | History | Added to | 633,452 | 29,259 | 0.9% | 0.78% | 93 | +59,455 | 10.36% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 614,297 | 28,374 | 0.42% | 0.39% | 94 | +70,971 | 13.06% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 611,837 | 28,260 | 0.46% | 0.44% | 95 | +26,981 | 4.61% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Reduced | 576,560 | 26,599 | 0.04% | 0.04% | 96 | -4,805 | -0.83% | Q1 2026 | May 15, 2026 |
| Stokes Family Office, LLC | History | Reduced | 574,741 | 26,547 | 2.74% | 2.66% | 97 | -49,950 | -8.0% | Q1 2026 | May 11, 2026 |
| GM Advisory Group, LLC | History | Reduced | 573,367 | 26,483 | 1.02% | 1.06% | 98 | -7,263 | -1.25% | Q1 2026 | Apr 28, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 570,855 | 26,447 | 3.63% | 3.93% | 99 | +10,830 | 1.93% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Added to | 564,166 | 26,058 | 0.3% | 0.28% | 100 | +35,610 | 6.74% | Q1 2026 | Apr 16, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 562,117 | 25,964 | 2.56% | 2.18% | 101 | +83,678 | 17.49% | Q1 2026 | May 14, 2026 |
| Skyline Advisors, Inc. | History | Added to | 558,459 | 25,795 | 9.0% | 7.76% | 102 | +58,761 | 11.76% | Q1 2026 | Apr 20, 2026 |
| Legacy Financial Group LLC | History | Added to | 557,960 | 25,772 | 3.24% | 3.06% | 103 | +24,667 | 4.63% | Q1 2026 | May 04, 2026 |
| PAX Financial Group, LLC | History | Added to | 553,788 | 25,579 | 4.36% | 4.27% | 104 | +21,407 | 4.02% | Q1 2026 | Apr 27, 2026 |
| Modern Wealth Management, LLC | History | Added to | 550,514 | 25,373 | 0.43% | 0.33% | 105 | +158,146 | 40.31% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 541,480 | 25,010 | 0.04% | 0.0% | 106 | +484,313 | 847.19% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 495,868 | 22,879 | 0.41% | 0.6% | 107 | +221,621 | 80.81% | Q1 2026 | May 01, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 495,031 | 22,865 | 0.89% | 0.81% | 108 | +337,770 | 214.78% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Added to | 492,806 | 22,762 | 1.31% | 1.25% | 109 | +43,940 | 9.79% | Q1 2026 | May 14, 2026 |
| Keystone Financial Services | History | Reduced | 492,610 | 22,753 | 6.68% | 7.0% | 110 | -5,636 | -1.13% | Q1 2026 | May 06, 2026 |
| Elevated Financial Group LLC | History | Added to | 491,327 | 22,694 | 7.38% | 7.04% | 111 | +54,134 | 12.38% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 487,041 | 22,496 | 0.02% | 0.02% | 112 | +48,293 | 11.01% | Q1 2026 | May 05, 2026 |
| Austin Private Wealth, LLC | History | No change | 483,015 | 22,479 | 1.67% | 1.67% | 113 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Blue Trust, Inc. | History | Reduced | 483,642 | 22,339 | 0.26% | 0.26% | 114 | -4,449 | -0.91% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Added to | 470,401 | 21,727 | 0.01% | 0.01% | 115 | +289,869 | 160.56% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Added to | 462,872 | 21,380 | 0.56% | 0.52% | 116 | +72,392 | 18.54% | Q1 2026 | May 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 460,907 | 21,289 | 5.52% | 5.44% | 117 | +13,604 | 3.04% | Q1 2026 | Apr 14, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 457,422 | 21,128 | 4.42% | 2.47% | 118 | +220,660 | 93.2% | Q1 2026 | May 05, 2026 |
| KWB Wealth | History | Reduced | 447,733 | 20,837 | 2.06% | 2.01% | 119 | -8,632 | -1.89% | Q1 2026 | Apr 08, 2026 |
| Invst, LLC | History | Reduced | 441,757 | 20,404 | 2.3% | 2.3% | 120 | -12,184 | -2.68% | Q1 2026 | May 13, 2026 |
| Apeiron RIA LLC | History | Reduced | 440,640 | 20,353 | 4.72% | 4.24% | 121 | -8,796 | -1.96% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 437,299 | 20,198 | 0.22% | 0.18% | 122 | +96,768 | 28.42% | Q1 2026 | Apr 20, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 432,505 | 19,977 | 0.22% | 0.06% | 123 | +342,500 | 380.53% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 428,360 | 19,785 | 0.5% | 0.45% | 124 | +61,664 | 16.82% | Q1 2026 | Apr 07, 2026 |
| West Wealth Group, LLC | History | Added to | 428,064 | 19,772 | 3.91% | 3.89% | 125 | +24,648 | 6.11% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 416,141 | 19,221 | 0.14% | 0.19% | 126 | -88,967 | -17.61% | Q1 2026 | Apr 15, 2026 |
| BANK OF HAWAII | History | Reduced | 407,270 | 18,811 | 0.99% | 0.94% | 127 | -1,202 | -0.29% | Q1 2026 | May 14, 2026 |
| Advocacy Wealth Management, LLC | History | New | 405,887 | 18,747 | 0.83% | — | 128 | +405,887 | New | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | Added to | 402,930 | 18,611 | 0.91% | 0.85% | 129 | +28,720 | 7.67% | Q1 2026 | May 05, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 396,227 | 18,301 | 7.47% | 7.48% | 130 | +1,096 | 0.28% | Q1 2026 | May 06, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 370,137 | 17,222 | 1.19% | 1.26% | 131 | -70 | -0.02% | Q1 2026 | Apr 29, 2026 |
| True Vision MN LLC | History | Added to | 370,169 | 17,098 | 8.82% | 7.47% | 132 | +54,483 | 17.26% | Q1 2026 | Apr 16, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 366,023 | 16,907 | 0.47% | 0.48% | 133 | -2,669 | -0.72% | Q1 2026 | May 12, 2026 |
| One Wealth Advisors, LLC | History | Added to | 366,019 | 16,906 | 2.11% | 1.95% | 134 | +22,668 | 6.6% | Q1 2026 | Apr 21, 2026 |
| Arax Advisory Partners | History | Added to | 363,255 | 16,778 | 0.47% | 0.01% | 135 | +356,418 | 5213.08% | Q1 2026 | May 13, 2026 |
| 5T Wealth, LLC | History | Reduced | 360,402 | 16,646 | 6.58% | 6.7% | 136 | -163 | -0.05% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 357,978 | 16,535 | 0.26% | 0.07% | 137 | +282,530 | 374.47% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 354,910 | 16,392 | 2.12% | 2.4% | 138 | -17,537 | -4.71% | Q1 2026 | Apr 15, 2026 |
| Firestone Capital Management | History | Added to | 351,784 | 16,248 | 3.38% | 3.45% | 139 | +2,438 | 0.7% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 350,451 | 16,187 | 0.08% | 0.07% | 140 | +23,045 | 7.04% | Q1 2026 | Apr 24, 2026 |
| Opes Wealth Management LLC | History | Reduced | 347,461 | 16,049 | 2.64% | 2.64% | 141 | -455 | -0.13% | Q1 2026 | Apr 28, 2026 |
| Forum Private Client Group LLC | History | Added to | 346,474 | 16,004 | 5.33% | 5.34% | 142 | +9,995 | 2.97% | Q1 2026 | May 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 342,830 | 15,835 | 1.98% | 1.98% | 143 | +13,641 | 4.14% | Q1 2026 | May 12, 2026 |
| Claro Advisors Inc. | History | Added to | 341,084 | 15,754 | 1.9% | 1.94% | 144 | +35,281 | 11.54% | Q1 2026 | Apr 21, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 337,978 | 15,611 | 2.47% | 2.68% | 145 | +26,064 | 8.36% | Q1 2026 | Apr 17, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 330,634 | 15,271 | 4.58% | 4.31% | 146 | +20,565 | 6.63% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 330,604 | 15,270 | 0.03% | 0.03% | 147 | -45,015 | -11.98% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 328,949 | 15,200 | 1.19% | 1.1% | 148 | +52,433 | 18.96% | Q1 2026 | May 01, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 326,201 | 15,067 | 0.09% | 0.1% | 149 | -10,611 | -3.15% | Q1 2026 | May 05, 2026 |
| Elite Financial, Inc. | History | Added to | 325,786 | 15,048 | 6.75% | 6.69% | 150 | +9,851 | 3.12% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 320,758 | 14,815 | 0.03% | 0.0% | 151 | +317,950 | 11323.01% | Q1 2026 | May 01, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 317,168 | 14,649 | 1.44% | 1.36% | 152 | +25,697 | 8.82% | Q1 2026 | Apr 27, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 309,066 | 14,275 | 4.09% | 3.61% | 153 | +38,529 | 14.24% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 301,869 | 14,048 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Added to | 301,769 | 13,938 | 5.47% | 5.34% | 155 | +6,377 | 2.16% | Q1 2026 | May 12, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 301,632 | 13,932 | 1.35% | 1.68% | 156 | -60,163 | -16.63% | Q1 2026 | Apr 20, 2026 |
| SWP FINANCIAL LLC | History | Added to | 297,936 | 13,761 | 7.02% | 6.85% | 157 | +4,630 | 1.58% | Q1 2026 | Apr 17, 2026 |
| Ancora Advisors LLC | History | Added to | 295,121 | 13,631 | 0.29% | 0.25% | 158 | +33,276 | 12.71% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 293,817 | 13,571 | 0.0% | — | 159 | +293,817 | New | Q1 2026 | May 15, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 288,181 | 13,311 | 1.74% | 1.87% | 160 | -17,456 | -5.71% | Q1 2026 | May 04, 2026 |
| WealthShield Partners, LLC | History | Added to | 286,289 | 13,223 | 1.47% | 1.42% | 161 | +9,223 | 3.33% | Q1 2026 | May 01, 2026 |
| Ascentis Independent Advisors | History | Added to | 285,275 | 13,176 | 1.0% | 0.37% | 162 | +235,545 | 473.65% | Q1 2026 | Apr 28, 2026 |
| EWA, LLC | History | Added to | 274,812 | 12,693 | 2.88% | 2.24% | 163 | +77,785 | 39.48% | Q1 2026 | Apr 23, 2026 |
| Simplicity Wealth,LLC | History | Added to | 273,987 | 12,655 | 0.72% | 0.71% | 164 | +18,670 | 7.31% | Q1 2026 | Apr 30, 2026 |
| Atlatl Advisers LLC | History | Added to | 267,471 | 12,354 | 9.17% | 3.68% | 165 | +61,395 | 29.79% | Q1 2026 | May 07, 2026 |
| SEEDS INVESTOR LLC | History | New | 265,614 | 12,343 | 1.68% | — | 166 | +265,614 | New | Q1 2026 | May 11, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 263,033 | 12,140 | 1.52% | — | 167 | +263,033 | New | Q1 2026 | May 18, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 257,190 | 11,879 | 3.7% | 3.34% | 168 | +24,575 | 10.56% | Q1 2026 | Apr 29, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 256,431 | 11,844 | 4.27% | 4.39% | 169 | -359 | -0.14% | Q1 2026 | Apr 29, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 254,454 | 11,753 | 6.69% | — | 170 | +254,454 | New | Q1 2026 | May 11, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 253,664 | 11,676 | 1.56% | 1.42% | 171 | +58,604 | 30.04% | Q1 2026 | May 06, 2026 |
| Bensler, LLC | History | Reduced | 252,557 | 11,665 | 1.2% | 1.5% | 172 | -69,130 | -21.49% | Q1 2026 | May 01, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 252,171 | 11,647 | 0.21% | 0.11% | 173 | +119,571 | 90.17% | Q1 2026 | May 07, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 250,223 | 11,557 | 0.92% | 0.89% | 174 | +4,729 | 1.93% | Q1 2026 | May 14, 2026 |
| TSA Wealth Managment LLC | History | Added to | 249,885 | 11,542 | 3.73% | 3.68% | 175 | +11,104 | 4.65% | Q1 2026 | May 01, 2026 |
| Vise Technologies, Inc. | History | No change | 243,800 | 11,346 | 0.22% | 0.22% | 176 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | New | 239,753 | 11,074 | 0.0% | — | 177 | +239,753 | New | Q1 2026 | May 12, 2026 |
| J. Mark Nickell & Co. | History | Reduced | 235,629 | 10,883 | 11.29% | 10.76% | 178 | -14,768 | -5.9% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 226,826 | 10,477 | 0.11% | — | 179 | +226,826 | New | Q1 2026 | May 12, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 224,008 | 10,346 | 3.14% | 3.02% | 180 | +16,407 | 7.9% | Q1 2026 | Apr 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 220,994 | 10,207 | 0.17% | 0.1% | 181 | +114,979 | 108.46% | Q1 2026 | May 18, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 220,958 | 10,206 | 0.17% | 0.17% | 182 | +12,865 | 6.18% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | Added to | 220,956 | 10,205 | 0.14% | 0.11% | 183 | +47,779 | 27.59% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Reduced | 219,564 | 10,141 | 0.46% | 0.47% | 184 | -5,092 | -2.27% | Q1 2026 | Apr 30, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 218,024 | 10,070 | 2.52% | 0.44% | 185 | +181,283 | 493.41% | Q1 2026 | Apr 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 217,019 | 10,024 | 0.36% | 0.26% | 186 | +53,855 | 33.01% | Q1 2026 | Apr 14, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 213,628 | 9,867 | 3.73% | 3.48% | 187 | +11,966 | 5.93% | Q1 2026 | May 14, 2026 |
| Mosley Wealth Management | History | Added to | 209,521 | 9,786 | 4.43% | 4.45% | 188 | +1,298 | 0.62% | Q1 2026 | Apr 27, 2026 |
| Betterment LLC | History | Added to | 208,442 | 9,628 | 0.02% | 0.02% | 189 | +36,692 | 21.36% | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 204,563 | 9,448 | 2.38% | 2.4% | 190 | +27,806 | 15.73% | Q1 2026 | May 08, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 201,891 | 9,325 | 0.69% | 0.7% | 191 | +1,159 | 0.58% | Q1 2026 | Apr 16, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 201,654 | 9,314 | 0.2% | 0.21% | 192 | -2,068 | -1.02% | Q1 2026 | Apr 07, 2026 |
| Triangle Securities Wealth Management | History | Added to | 199,664 | 9,222 | 2.09% | 1.91% | 193 | +4,549 | 2.33% | Q1 2026 | Apr 20, 2026 |
| Security Financial Services, INC. | History | No change | 197,185 | 9,176 | 1.44% | 1.44% | 194 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| New Capital Management LP | History | Added to | 193,766 | 8,950 | 2.21% | 2.17% | 195 | +8,527 | 4.6% | Q1 2026 | Apr 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 191,834 | 8,860 | 0.21% | 0.15% | 196 | +126,599 | 194.07% | Q1 2026 | Apr 27, 2026 |
| Veridan Wealth LLC | History | Reduced | 191,178 | 8,830 | 3.27% | 2.99% | 197 | -66 | -0.03% | Q1 2026 | May 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 190,828 | 8,814 | 1.07% | 1.01% | 198 | +11,101 | 6.18% | Q1 2026 | Apr 23, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 188,532 | 8,708 | 4.42% | 4.43% | 199 | +10,553 | 5.93% | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | Added to | 185,364 | 8,561 | 3.69% | 3.6% | 200 | +10,197 | 5.82% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 180,265 | 8,326 | 0.2% | 0.2% | 201 | +6,837 | 3.94% | Q1 2026 | May 11, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 178,491 | 8,269 | 3.61% | 3.47% | 202 | +3,381 | 1.93% | Q1 2026 | May 04, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 177,350 | 8,191 | 0.46% | 0.49% | 203 | +88,389 | 99.36% | Q1 2026 | Apr 22, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 177,225 | 8,186 | 1.72% | 1.73% | 204 | +668 | 0.38% | Q1 2026 | May 05, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 175,109 | 8,088 | 5.9% | 5.54% | 205 | +10,294 | 6.25% | Q1 2026 | Apr 21, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 169,968 | 7,850 | 1.83% | 1.46% | 206 | +41,054 | 31.85% | Q1 2026 | Apr 24, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 166,786 | 7,703 | 1.09% | 0.97% | 207 | +16,028 | 10.63% | Q1 2026 | Apr 15, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 165,372 | 7,638 | 2.31% | 2.11% | 208 | +13,544 | 8.92% | Q1 2026 | Apr 22, 2026 |
| Alliance Private Wealth, LLC | History | Reduced | 163,980 | 7,574 | 2.72% | 2.68% | 209 | -1,768 | -1.07% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 163,206 | 7,538 | 0.01% | 0.01% | 210 | +37,831 | 30.17% | Q1 2026 | May 13, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 162,529 | 7,507 | 1.36% | 0.79% | 211 | -6,891 | -4.07% | Q1 2026 | Apr 21, 2026 |
| Centurion Wealth Management LLC | History | Added to | 162,024 | 7,483 | 1.69% | 1.62% | 212 | +2,961 | 1.86% | Q1 2026 | Apr 10, 2026 |
| Royal Fund Management, LLC | History | Reduced | 159,169 | 7,351 | 0.7% | 0.69% | 213 | -2,959 | -1.83% | Q1 2026 | May 19, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 157,855 | 7,291 | 0.6% | 0.74% | 214 | -32,634 | -17.13% | Q1 2026 | May 06, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 156,007 | 7,205 | 4.3% | 4.19% | 215 | -656 | -0.42% | Q1 2026 | Apr 30, 2026 |
| Rothschild Wealth LLC | History | Added to | 154,204 | 7,122 | 0.64% | 0.64% | 216 | +10,697 | 7.45% | Q1 2026 | May 06, 2026 |
| HRT FINANCIAL LP | History | New | 152,318 | 7,035 | 0.02% | — | 217 | +152,318 | New | Q1 2026 | May 14, 2026 |
| Keebeck Wealth Management | History | Added to | 152,297 | 7,034 | 0.79% | 0.23% | 218 | +109,672 | 257.3% | Q1 2026 | May 14, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 151,163 | 6,982 | 1.21% | 0.82% | 219 | +53,455 | 54.71% | Q1 2026 | Apr 08, 2026 |
| J.E. Simmons & Co., P.C. | History | Added to | 150,410 | 6,947 | 4.65% | 2.82% | 220 | +56,901 | 60.85% | Q1 2026 | Apr 21, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 149,223 | 6,892 | 5.73% | 5.55% | 221 | +5,926 | 4.14% | Q1 2026 | May 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 146,234 | 6,805 | 0.33% | 0.32% | 222 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 143,675 | 6,636 | 0.15% | 0.14% | 223 | +5,259 | 3.8% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 143,299 | 6,618 | 0.14% | 0.15% | 224 | +1,033 | 0.73% | Q1 2026 | Apr 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 143,159 | 6,612 | 0.87% | 0.88% | 225 | +12,504 | 9.57% | Q1 2026 | May 11, 2026 |
| Randall & Associates Wealth Management | History | Added to | 143,071 | 6,608 | 4.45% | 4.55% | 226 | +1,980 | 1.4% | Q1 2026 | Apr 20, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 142,691 | 6,590 | 0.18% | 0.16% | 227 | +9,202 | 6.89% | Q1 2026 | May 14, 2026 |
| SageGuard Financial Group, LLC | History | Added to | 141,811 | 6,550 | 1.01% | 0.42% | 228 | +84,979 | 149.53% | Q1 2026 | Apr 23, 2026 |
| Xena Financial Planning, LLC | History | Added to | 139,477 | 6,442 | 7.27% | 6.82% | 229 | +14,640 | 11.73% | Q1 2026 | Apr 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 137,535 | 6,352 | 0.43% | 0.48% | 230 | -26,776 | -16.3% | Q1 2026 | May 21, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | History | Reduced | 135,754 | 6,301 | 3.51% | 3.8% | 231 | -50 | -0.04% | Q1 2026 | Apr 23, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 134,011 | 6,189 | 3.6% | 4.89% | 232 | -35,453 | -20.92% | Q1 2026 | Apr 15, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 131,069 | 6,054 | 1.12% | — | 233 | +131,069 | New | Q1 2026 | Apr 15, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Reduced | 130,615 | 6,033 | 3.64% | 3.34% | 234 | -267 | -0.2% | Q1 2026 | May 15, 2026 |
| J.M. Arbour, LLC | History | Added to | 130,302 | 6,018 | 5.78% | 5.7% | 235 | +7,615 | 6.21% | Q1 2026 | Apr 21, 2026 |
| Maridea Wealth Management LLC | History | Added to | 130,124 | 6,010 | 0.87% | 0.77% | 236 | +19,365 | 17.48% | Q1 2026 | Apr 21, 2026 |
| Daviman Financial, LLC | History | Added to | 129,822 | 5,996 | 3.55% | 3.41% | 237 | +4,920 | 3.94% | Q1 2026 | Apr 23, 2026 |
| Westside Investment Management, Inc. | History | Added to | 129,617 | 5,986 | 0.92% | 0.94% | 238 | +2,853 | 2.25% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Reduced | 128,675 | 5,943 | 0.13% | 0.3% | 239 | -174,590 | -57.57% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 128,026 | 5,913 | 0.03% | 0.02% | 240 | +52,053 | 68.52% | Q1 2026 | May 08, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 127,618 | 5,894 | 2.2% | 2.15% | 241 | +6,686 | 5.53% | Q1 2026 | Apr 20, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 127,214 | 5,876 | 0.08% | 0.17% | 242 | -123,813 | -49.32% | Q1 2026 | May 12, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 127,073 | 5,869 | 1.14% | 1.2% | 243 | +15,679 | 14.08% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 126,653 | 5,838 | 0.37% | 0.27% | 244 | +2,910 | 2.35% | Q1 2026 | Apr 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 123,487 | 5,747 | 0.19% | 0.19% | 245 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 124,072 | 5,730 | 5.69% | 5.29% | 246 | +10,334 | 9.09% | Q1 2026 | Apr 14, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 121,551 | 5,614 | 4.25% | 3.09% | 247 | +41,845 | 52.5% | Q1 2026 | Apr 27, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 120,199 | 5,552 | 2.18% | 2.06% | 248 | +11,262 | 10.34% | Q1 2026 | May 14, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 116,361 | 5,304 | 3.56% | — | 249 | +116,361 | New | Q1 2026 | May 13, 2026 |
| Shira Ridge Wealth Management | History | Added to | 114,812 | 5,303 | 2.1% | 1.84% | 250 | +16,574 | 16.87% | Q1 2026 | Apr 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 111,419 | 5,185 | 0.03% | 0.02% | 251 | +35,828 | 47.4% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 111,868 | 5,167 | 0.09% | 0.1% | 252 | -3,557 | -3.08% | Q1 2026 | Apr 17, 2026 |
| Ignite Planners, LLC | History | Added to | 109,921 | 5,086 | 0.79% | 0.75% | 253 | +4,579 | 4.35% | Q1 2026 | Apr 17, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 110,028 | 5,082 | 0.39% | 0.31% | 254 | +29,495 | 36.62% | Q1 2026 | Apr 22, 2026 |
| ORG Partners LLC | History | No change | 108,788 | 5,063 | 0.89% | 0.89% | 255 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Lido Advisors, LLC | History | Added to | 104,853 | 4,843 | 0.01% | 0.01% | 256 | +48,549 | 86.23% | Q1 2026 | May 13, 2026 |
| Able Wealth Management LLC | History | Added to | 104,718 | 4,836 | 1.29% | 1.15% | 257 | +26,447 | 33.79% | Q1 2026 | Apr 24, 2026 |
| Park Place Capital Corp | History | Added to | 104,054 | 4,806 | 0.96% | 0.91% | 258 | +10,228 | 10.9% | Q1 2026 | Apr 09, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 103,947 | 4,801 | 2.11% | 2.29% | 259 | -4,210 | -3.89% | Q1 2026 | Apr 27, 2026 |
| SWMG, LLC | History | Reduced | 103,610 | 4,785 | 1.37% | 1.4% | 260 | -4,111 | -3.82% | Q1 2026 | Apr 24, 2026 |
| Continuum Advisory, LLC | History | Added to | 102,826 | 4,749 | 0.46% | 0.45% | 261 | +5,533 | 5.69% | Q1 2026 | Apr 22, 2026 |
| Concorde Asset Management, LLC | History | No change | 101,293 | 4,714 | 1.89% | 1.89% | 262 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 101,243 | 4,676 | 0.26% | 0.0% | 263 | +100,643 | 16773.83% | Q1 2026 | Apr 20, 2026 |
| Invesco Ltd. | History | Reduced | 100,367 | 4,635 | 0.0% | 0.0% | 264 | -16,987 | -14.48% | Q1 2026 | May 12, 2026 |
| Capital Investment Management, Inc. | History | Added to | 96,144 | 4,440 | 1.52% | 1.42% | 265 | +9,149 | 10.52% | Q1 2026 | Apr 22, 2026 |
| Chatterton & Associates Inc. | History | Added to | 95,098 | 4,405 | 3.09% | 2.76% | 266 | +25,781 | 37.19% | Q1 2026 | Apr 20, 2026 |
| Redwood Investment Management, LLC | History | Added to | 94,878 | 4,382 | 0.54% | 0.45% | 267 | +8,229 | 9.5% | Q1 2026 | May 14, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 92,725 | 4,282 | 0.19% | 0.24% | 268 | -23,920 | -20.51% | Q1 2026 | Apr 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 92,386 | 4,267 | 0.0% | 0.0% | 269 | +24,703 | 36.5% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 91,364 | 4,220 | 0.3% | 0.3% | 270 | +2,225 | 2.5% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 90,553 | 4,182 | 0.01% | 0.01% | 271 | -9,559 | -9.55% | Q1 2026 | May 14, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 89,575 | 4,137 | 1.39% | 1.25% | 272 | +8,989 | 11.15% | Q1 2026 | May 13, 2026 |
| Balance Wealth, LLC | History | Added to | 89,554 | 4,136 | 1.28% | 0.81% | 273 | +35,282 | 65.01% | Q1 2026 | Apr 20, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 89,293 | 4,124 | 1.45% | 1.33% | 274 | +4,636 | 5.48% | Q1 2026 | May 05, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 88,999 | 4,110 | 1.25% | 1.26% | 275 | +3,265 | 3.81% | Q1 2026 | Apr 28, 2026 |
| Prospera Financial Services Inc | History | Added to | 88,945 | 4,108 | 0.07% | 0.01% | 276 | +78,448 | 747.34% | Q1 2026 | Apr 14, 2026 |
| Renasant Bank | History | Added to | 87,866 | 4,058 | 2.87% | 2.48% | 277 | +9,248 | 11.76% | Q1 2026 | Apr 29, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 86,315 | 3,986 | 0.31% | 0.3% | 278 | +1,123 | 1.32% | Q1 2026 | Apr 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 86,259 | 3,984 | 0.01% | 0.03% | 279 | -270,299 | -75.81% | Q1 2026 | May 15, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 85,101 | 3,930 | 0.55% | 0.55% | 280 | -238 | -0.28% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 85,010 | 3,926 | 0.13% | 0.12% | 281 | +9,734 | 12.93% | Q1 2026 | Apr 07, 2026 |
| Two West Capital Advisors LLC | History | Added to | 84,921 | 3,918 | 2.08% | 1.82% | 282 | +17,648 | 26.23% | Q1 2026 | May 04, 2026 |
| BOS Asset Management, LLC | History | Added to | 82,755 | 3,822 | 0.98% | 0.99% | 283 | +3,021 | 3.79% | Q1 2026 | Apr 08, 2026 |
| ASL Financial, LLC | History | Added to | 82,188 | 3,796 | 3.03% | 2.72% | 284 | +7,773 | 10.45% | Q1 2026 | Apr 09, 2026 |
| Waverly Advisors, LLC | History | Added to | 81,959 | 3,785 | 0.03% | 0.03% | 285 | +7,104 | 9.49% | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | Reduced | 81,687 | 3,773 | 0.62% | 0.63% | 286 | -3,661 | -4.29% | Q1 2026 | Apr 16, 2026 |
| Life Planning Partners, Inc | History | Reduced | 81,398 | 3,759 | 2.87% | 2.91% | 287 | -191 | -0.23% | Q1 2026 | Apr 28, 2026 |
| Pines Wealth Management, LLC | History | Added to | 81,340 | 3,757 | 1.22% | 1.07% | 288 | +10,299 | 14.5% | Q1 2026 | Apr 08, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 81,159 | 3,748 | 1.18% | 1.21% | 289 | -2,690 | -3.21% | Q1 2026 | Apr 16, 2026 |
| TMB Capital Partners, LLC | History | Added to | 80,238 | 3,706 | 1.25% | 1.25% | 290 | +1,519 | 1.93% | Q1 2026 | May 08, 2026 |
| Centerline Wealth Advisors, LLC | History | New | 80,066 | 3,698 | 1.33% | — | 291 | +80,066 | New | Q1 2026 | Apr 14, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 79,421 | 3,668 | 1.75% | 1.83% | 292 | -304 | -0.38% | Q1 2026 | May 01, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 79,337 | 3,664 | 0.88% | 0.84% | 293 | +5,132 | 6.92% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 78,812 | 3,640 | 0.04% | 0.0% | 294 | +72,589 | 1166.46% | Q1 2026 | May 13, 2026 |
| Cassilly Financial Group LLC | History | Added to | 77,248 | 3,568 | 3.1% | 3.08% | 295 | +2,266 | 3.02% | Q1 2026 | Apr 10, 2026 |
| Saxony Capital Management, LLC | History | New | 77,079 | 3,560 | 2.07% | — | 296 | +77,079 | New | Q1 2026 | Apr 24, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 77,064 | 3,559 | 1.04% | 1.8% | 297 | -55,461 | -41.85% | Q1 2026 | May 07, 2026 |
| Align Financial, LLC | History | Reduced | 76,797 | 3,547 | 2.02% | 1.65% | 298 | -2,773,313 | -97.31% | Q1 2026 | May 08, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 75,959 | 3,508 | 0.58% | 0.53% | 299 | +6,080 | 8.7% | Q1 2026 | May 12, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 75,687 | 3,495 | 0.93% | 0.89% | 300 | +3,229 | 4.46% | Q1 2026 | Apr 16, 2026 |