iSHARES TRUST - IVLU
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.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 18,186,706 | 721,648 | 0.44% | 0.41% | 1 | +986,061 | 5.73% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Reduced | 6,982,682 | 277,072 | 0.01% | 0.01% | 2 | -167,684 | -2.35% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,476,656 | 172,396 | 0.01% | 0.01% | 3 | -186,927 | -4.01% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,485,787 | 138,316 | 0.2% | 0.21% | 4 | -177,401 | -4.84% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 2,239,680 | 88,870 | 2.37% | 1.78% | 5 | +791,660 | 54.67% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 1,935,249 | 76,790 | 0.02% | 0.01% | 6 | +878,269 | 83.09% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,602,510 | 63,587 | 0.0% | 0.0% | 7 | +364,240 | 29.42% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,454,241 | 57,704 | 0.0% | 0.0% | 8 | +361,138 | 33.04% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 1,021,858 | 40,547 | 0.05% | 0.05% | 9 | -29,719 | -2.83% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 920,247 | 36,515 | 0.0% | 0.0% | 10 | +335,487 | 57.37% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 895,631 | 35,545 | 0.01% | 0.01% | 11 | -131,758 | -12.82% | Q1 2026 | Jul 17, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 812,755 | 32,250 | 1.99% | 2.08% | 12 | +2,579 | 0.32% | Q1 2026 | Apr 28, 2026 |
| HUB Investment Partners, LLC | History | Added to | 783,813 | 31,101 | 0.74% | 0.73% | 13 | +40,457 | 5.44% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 782,159 | 31,036 | 0.01% | 0.01% | 14 | +278,264 | 55.22% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 781,863 | 31,024 | 0.08% | 0.06% | 15 | +130,005 | 19.94% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 679,055 | 26,948 | 0.04% | 0.03% | 16 | +143,405 | 26.77% | Q1 2026 | May 15, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 675,143 | 26,789 | 4.39% | 4.44% | 17 | -18,987 | -2.74% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 674,514 | 26,765 | 0.07% | 0.01% | 18 | +598,434 | 786.59% | Q1 2026 | Apr 30, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 626,014 | 24,840 | 3.05% | 2.78% | 19 | +45,420 | 7.82% | Q1 2026 | Apr 27, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 591,926 | 23,487 | 5.08% | 3.11% | 20 | +213,934 | 56.6% | Q1 2026 | May 12, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 579,347 | 22,988 | 9.13% | 4.84% | 21 | +237,234 | 69.34% | Q1 2026 | Apr 14, 2026 |
| KWB Wealth | History | Reduced | 576,757 | 21,945 | 2.17% | 2.11% | 22 | -7,817 | -1.34% | Q1 2026 | Apr 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 515,584 | 20,685 | 0.04% | 0.03% | 23 | -123,577 | -19.33% | Q1 2026 | Apr 08, 2026 |
| UBS Group AG | History | Added to | 482,141 | 19,131 | 0.0% | 0.0% | 24 | +184,046 | 61.74% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 434,542 | 17,243 | 0.13% | 0.12% | 25 | +69,249 | 18.96% | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 414,592 | 16,451 | 0.13% | 0.18% | 26 | +17,366 | 4.37% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 409,362 | 16,243 | 0.0% | 0.0% | 27 | +294,422 | 256.15% | Q1 2026 | May 15, 2026 |
| Erste Asset Management GmbH | History | No change | 419,300 | 16,147 | 0.15% | 0.13% | 28 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 404,916 | 16,067 | 2.93% | 2.92% | 29 | -54,552 | -11.87% | Q1 2026 | Apr 28, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 401,769 | 15,942 | 0.26% | 0.24% | 30 | +11,498 | 2.95% | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Added to | 396,017 | 15,713 | 0.02% | 0.0% | 31 | +316,484 | 397.93% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 386,363 | 15,330 | 0.04% | 0.02% | 32 | +123,283 | 46.86% | Q1 2026 | May 04, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 379,411 | 15,055 | 3.08% | 2.89% | 33 | +1,092 | 0.29% | Q1 2026 | May 05, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 368,331 | 14,615 | 1.08% | 1.17% | 34 | -43,833 | -10.63% | Q1 2026 | Apr 16, 2026 |
| Foster Group, Inc. | History | Reduced | 366,792 | 14,554 | 0.43% | 0.44% | 35 | -18,136 | -4.71% | Q1 2026 | Apr 13, 2026 |
| High Probability Advisors, LLC | History | Reduced | 362,399 | 14,380 | 1.84% | 1.87% | 36 | -5,972 | -1.62% | Q1 2026 | Apr 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 360,390 | 14,300 | 0.0% | 0.0% | 37 | +2,515 | 0.7% | Q1 2026 | May 14, 2026 |
| Meridian Financial Partners LLC | History | Added to | 354,552 | 14,260 | 5.42% | 5.15% | 38 | +23,973 | 7.25% | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 346,811 | 13,761 | 0.13% | 0.13% | 39 | +80 | 0.02% | Q1 2026 | May 08, 2026 |
| Plancorp, LLC | History | Added to | 318,437 | 13,240 | 0.38% | 0.37% | 40 | +628 | 0.2% | Q1 2026 | Apr 14, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 325,506 | 12,916 | 3.83% | 3.76% | 41 | -14,325 | -4.22% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Added to | 313,209 | 12,428 | 0.06% | 0.04% | 42 | +105,514 | 50.8% | Q1 2026 | Apr 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 310,270 | 12,311 | 0.29% | 0.29% | 43 | +2,097 | 0.68% | Q1 2026 | May 11, 2026 |
| Pioneer Family Office, LLC | History | New | 300,785 | 11,935 | 7.67% | — | 44 | +300,785 | New | Q1 2026 | May 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 294,606 | 11,689 | 0.88% | 0.81% | 45 | +30,485 | 11.54% | Q1 2026 | Apr 30, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 293,953 | 11,664 | 0.37% | — | 46 | +293,953 | New | Q1 2026 | May 15, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 291,435 | 11,564 | 1.44% | 1.39% | 47 | -6,896 | -2.31% | Q1 2026 | Apr 21, 2026 |
| Farrow Financial, Inc. | History | Reduced | 281,287 | 11,161 | 6.34% | 6.16% | 48 | -550 | -0.2% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 271,315 | 10,765 | 0.02% | 0.0% | 49 | +212,453 | 360.93% | Q1 2026 | Apr 27, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 270,387 | 10,728 | 1.23% | 1.16% | 50 | -3,272 | -1.2% | Q1 2026 | May 11, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 256,501 | 10,660 | 4.78% | 4.6% | 51 | -6,398 | -2.43% | Q1 2026 | Apr 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 267,615 | 10,618 | 1.17% | 1.27% | 52 | -28,742 | -9.7% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 253,774 | 10,069 | 0.01% | 0.01% | 53 | +15,004 | 6.28% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 252,279 | 9,992 | 0.1% | 0.13% | 54 | -29,819 | -10.57% | Q1 2026 | May 13, 2026 |
| Systelligence, LLC | History | Reduced | 233,966 | 9,283 | 1.8% | 1.88% | 55 | -25,236 | -9.74% | Q1 2026 | Apr 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 231,380 | 9,181 | 0.02% | 0.01% | 56 | +25,061 | 12.15% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 228,152 | 9,053 | 0.05% | 0.05% | 57 | -1,355 | -0.59% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 224,947 | 8,925 | 0.0% | 0.0% | 58 | +67,323 | 42.71% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 224,771 | 8,918 | 0.18% | 0.14% | 59 | +60,354 | 36.71% | Q1 2026 | Apr 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 214,929 | 8,528 | 0.03% | 0.02% | 60 | +70,265 | 48.57% | Q1 2026 | Jun 02, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 209,808 | 8,325 | 3.74% | 3.74% | 61 | -9,060 | -4.14% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 207,864 | 8,248 | 0.06% | 0.06% | 62 | -4,945 | -2.32% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 203,790 | 8,086 | 0.01% | 0.01% | 63 | +1,994 | 0.99% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 197,535 | 7,838 | 0.04% | 0.02% | 64 | +97,713 | 97.89% | Q1 2026 | May 15, 2026 |
| RHS Financial, LLC | History | Added to | 193,822 | 7,690 | 3.64% | 3.49% | 65 | +5,716 | 3.04% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 192,626 | 7,643 | 0.01% | 0.01% | 66 | +53,172 | 38.13% | Q1 2026 | May 05, 2026 |
| Trust Point Inc. | History | Reduced | 190,315 | 7,551 | 0.66% | 1.32% | 67 | -248,576 | -56.64% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 187,239 | 7,429 | 0.03% | 0.03% | 68 | +9,196 | 5.17% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 184,208 | 7,309 | 0.13% | 0.12% | 69 | +13,640 | 8.0% | Q1 2026 | Jun 02, 2026 |
| JNBA Financial Advisors | History | Reduced | 182,698 | 7,249 | 0.6% | 0.74% | 70 | -39,248 | -17.68% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 179,992 | 7,142 | 0.01% | 0.0% | 71 | +164,701 | 1077.11% | Q1 2026 | May 01, 2026 |
| TLT Family Holdco ULC | History | No change | 172,700 | 6,852 | 0.95% | 0.72% | 72 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CoreFirst Bank & Trust | History | Reduced | 164,205 | 6,515 | 3.45% | 3.63% | 73 | -12,471 | -7.06% | Q1 2026 | Jun 03, 2026 |
| Good Harbor Advisors, Inc. | History | Added to | 163,109 | 6,472 | 7.07% | 7.2% | 74 | +409 | 0.25% | Q1 2026 | May 05, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | New | 150,014 | 5,952 | 0.96% | — | 75 | +150,014 | New | Q1 2026 | Apr 15, 2026 |
| Keebeck Wealth Management | History | Reduced | 145,191 | 5,761 | 0.65% | 0.64% | 76 | -2 | -0.0% | Q1 2026 | May 14, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 129,807 | 5,150 | 1.85% | 1.84% | 77 | -4,933 | -3.66% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 128,863 | 5,113 | 0.13% | 0.11% | 78 | +21,184 | 19.67% | Q1 2026 | Apr 07, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 126,156 | 5,005 | 1.27% | 1.32% | 79 | -6,438 | -4.86% | Q1 2026 | Apr 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 118,569 | 4,704 | 0.0% | — | 80 | +118,569 | New | Q1 2026 | May 15, 2026 |
| Phoenix Financial Ltd. | History | No change | 118,249 | 4,692 | 0.04% | 0.05% | 81 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SCS Capital Management LLC | History | Reduced | 114,634 | 4,548 | 0.05% | 0.05% | 82 | -1,342 | -1.16% | Q1 2026 | May 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 110,892 | 4,400 | 0.08% | 0.08% | 83 | +1,884 | 1.73% | Q1 2026 | May 07, 2026 |
| McBroom & Associates, LLC | History | Added to | 108,506 | 4,305 | 2.4% | 1.44% | 84 | +30,820 | 39.67% | Q1 2026 | Apr 22, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 107,107 | 4,250 | 1.46% | 1.47% | 85 | -2,873 | -2.61% | Q1 2026 | Apr 29, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 102,189 | 4,054 | 0.22% | — | 86 | +102,189 | New | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 97,447 | 3,866 | 0.01% | 0.01% | 87 | -4,187 | -4.12% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | Added to | 96,681 | 3,836 | 0.06% | 0.04% | 88 | +35,319 | 57.56% | Q1 2026 | Apr 27, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 95,713 | 3,797 | 2.74% | 2.56% | 89 | +3,813 | 4.15% | Q1 2026 | Apr 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 93,491 | 3,709 | 0.09% | 0.09% | 90 | -6,321 | -6.33% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 92,287 | 3,661 | 0.04% | 0.1% | 91 | -136,973 | -59.75% | Q1 2026 | Apr 20, 2026 |
| CSS LLC/IL | History | No change | 90,270 | 3,581 | 0.17% | 0.15% | 92 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Harbour Wealth Management Group, Inc. | History | Reduced | 90,077 | 3,574 | 2.69% | 2.72% | 93 | -1,229 | -1.35% | Q1 2026 | Apr 17, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 89,534 | 3,552 | 0.56% | 0.55% | 94 | -2,161 | -2.36% | Q1 2026 | Apr 17, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 89,090 | 3,535 | 0.5% | 0.48% | 95 | -2,951 | -3.21% | Q1 2026 | Apr 15, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 87,293 | 3,463 | 0.73% | 0.7% | 96 | +174 | 0.2% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 86,597 | 3,436 | 0.0% | 0.0% | 97 | +9,768 | 12.71% | Q1 2026 | May 13, 2026 |
| Tacita Capital Inc | History | Added to | 84,864 | 3,367 | 1.99% | 1.86% | 98 | +248 | 0.29% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Reduced | 83,112 | 3,297 | 0.0% | 0.0% | 99 | -726 | -0.87% | Q1 2026 | May 15, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 82,694 | 3,281 | 1.43% | 0.8% | 100 | +34,825 | 72.75% | Q1 2026 | May 01, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 81,464 | 3,232 | 0.93% | 0.96% | 101 | -3,876 | -4.54% | Q1 2026 | May 15, 2026 |
| Clayton Partners LLC | History | Added to | 81,001 | 3,214 | 2.34% | 2.22% | 102 | +313 | 0.39% | Q1 2026 | May 15, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 78,114 | 3,099 | 0.11% | 0.03% | 103 | +53,153 | 212.94% | Q1 2026 | May 13, 2026 |
| Balance Wealth, LLC | History | Added to | 76,541 | 3,037 | 0.94% | 0.92% | 104 | +1,503 | 2.0% | Q1 2026 | Apr 20, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 75,876 | 3,010 | 0.97% | 1.01% | 105 | -4,281 | -5.34% | Q1 2026 | May 01, 2026 |
| Vise Technologies, Inc. | History | No change | 74,368 | 2,829 | 0.06% | 0.06% | 106 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Contango Wealth Management LLC | History | Reduced | 69,854 | 2,771 | 3.24% | 3.5% | 107 | -12,365 | -15.04% | Q1 2026 | Jun 09, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 69,619 | 2,762 | 0.85% | 0.81% | 108 | -1,135 | -1.6% | Q1 2026 | Apr 13, 2026 |
| Cassilly Financial Group LLC | History | Added to | 69,569 | 2,760 | 2.4% | 2.33% | 109 | +356 | 0.51% | Q1 2026 | Apr 10, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 68,314 | 2,710 | 1.1% | 1.15% | 110 | -223 | -0.33% | Q1 2026 | Apr 30, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 66,124 | 2,623 | 0.26% | 0.26% | 111 | -3,436 | -4.94% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 67,001 | 2,549 | 0.02% | 0.02% | 112 | -788 | -1.16% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 63,302 | 2,511 | 0.15% | 0.14% | 113 | +345 | 0.55% | Q1 2026 | Apr 29, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 63,181 | 2,507 | 0.14% | 0.15% | 114 | -376 | -0.59% | Q1 2026 | Apr 29, 2026 |
| JBF Capital, Inc. | History | No change | 60,000 | 2,380 | 0.35% | 0.33% | 115 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Red Wave Investments LLC | History | No change | 59,380 | 2,356 | 0.7% | 0.67% | 116 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 58,551 | 2,323 | 0.26% | 0.24% | 117 | +1,875 | 3.31% | Q1 2026 | Apr 15, 2026 |
| Creative Planning | History | Added to | 57,348 | 2,275 | 0.0% | 0.0% | 118 | +3,964 | 7.43% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 57,140 | 2,267 | 0.03% | 0.08% | 119 | -89,131 | -60.94% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 54,206 | 2,150 | 0.0% | 0.0% | 120 | +12,988 | 31.51% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | No change | 52,600 | 2,087 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 52,425 | 2,080 | 0.25% | 0.25% | 122 | -1,628 | -3.01% | Q1 2026 | Apr 23, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 51,667 | 2,050 | 0.01% | 0.0% | 123 | +13,350 | 34.84% | Q1 2026 | May 05, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | No change | 48,162 | 1,911 | 1.96% | 2.09% | 124 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Breakwater Capital Group | History | Added to | 47,368 | 1,879 | 0.25% | 0.24% | 125 | +2,069 | 4.57% | Q1 2026 | Apr 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 45,981 | 1,824 | 0.01% | 0.01% | 126 | -616 | -1.32% | Q1 2026 | Apr 30, 2026 |
| Regal Investment Advisors LLC | History | New | 44,027 | 1,746 | 0.1% | — | 127 | +44,027 | New | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 43,723 | 1,734 | 0.0% | 0.0% | 128 | +15,173 | 53.15% | Q1 2026 | May 15, 2026 |
| Index Technologies Group LLC | History | Added to | 43,425 | 1,723 | 1.88% | 1.03% | 129 | +17,478 | 67.36% | Q1 2026 | Apr 29, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 41,215 | 1,682 | 0.23% | 0.24% | 130 | -594 | -1.42% | Q1 2026 | Apr 28, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 42,354 | 1,680 | 0.17% | 0.16% | 131 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ascentis Independent Advisors | History | Added to | 42,307 | 1,678 | 0.13% | 0.04% | 132 | +35,809 | 551.08% | Q1 2026 | Apr 28, 2026 |
| Simplicity Wealth,LLC | History | Added to | 41,716 | 1,655 | 0.09% | 0.09% | 133 | +1,097 | 2.7% | Q1 2026 | Apr 30, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 42,973 | 1,654 | 1.45% | 1.42% | 134 | +2,725 | 6.77% | Q1 2026 | May 07, 2026 |
| TOWLE & CO | History | New | 40,661 | 1,613 | 0.63% | — | 135 | +40,661 | New | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | Added to | 40,489 | 1,606 | 0.01% | 0.01% | 136 | +27,714 | 216.94% | Q1 2026 | Jun 15, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 39,788 | 1,578 | 0.82% | 0.8% | 137 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 39,577 | 1,570 | 0.01% | 0.01% | 138 | -3,900 | -8.97% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 39,405 | 1,562 | 0.0% | 0.0% | 139 | +2,292 | 6.18% | Q1 2026 | May 14, 2026 |
| W ADVISORS, LLC | History | Reduced | 39,263 | 1,557 | 0.8% | 0.75% | 140 | -12 | -0.03% | Q1 2026 | Apr 29, 2026 |
| Keel Point, LLC | History | No change | 37,636 | 1,493 | 0.1% | 0.09% | 141 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| TD Waterhouse Canada Inc. | History | New | 36,769 | 1,482 | 0.0% | — | 142 | +36,769 | New | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | New | 36,480 | 1,447 | 0.08% | — | 143 | +36,480 | New | Q1 2026 | May 12, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 35,440 | 1,406 | 0.95% | 1.14% | 144 | -8,202 | -18.79% | Q1 2026 | Apr 16, 2026 |
| Waverly Advisors, LLC | History | Added to | 34,171 | 1,355 | 0.01% | 0.01% | 145 | +14,154 | 70.71% | Q1 2026 | May 15, 2026 |
| Stokes Family Office, LLC | History | Reduced | 33,182 | 1,316 | 0.14% | 0.12% | 146 | -500 | -1.48% | Q1 2026 | May 11, 2026 |
| Squire Investment Management Company, LLC | History | Reduced | 33,061 | 1,311 | 0.36% | 0.42% | 147 | -3,075 | -8.51% | Q1 2026 | Apr 24, 2026 |
| NORTHERN TRUST CORP | History | Added to | 32,901 | 1,305 | 0.0% | 0.0% | 148 | +2,765 | 9.18% | Q1 2026 | May 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 32,609 | 1,293 | 0.2% | 0.2% | 149 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 31,524 | 1,250 | 0.04% | 0.02% | 150 | +3,707 | 13.33% | Q1 2026 | Apr 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 32,734 | 1,245 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 30,745 | 1,219 | 0.02% | 0.02% | 152 | +1,372 | 4.67% | Q1 2026 | May 15, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 30,420 | 1,207 | 0.31% | 0.35% | 153 | -2,551 | -7.74% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Reduced | 30,071 | 1,193 | 0.0% | 0.0% | 154 | -292 | -0.96% | Q1 2026 | May 15, 2026 |
| Greenline Wealth Management LLC | History | Added to | 29,777 | 1,181 | 1.36% | 0.15% | 155 | +26,032 | 695.11% | Q1 2026 | May 14, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 29,602 | 1,174 | 0.16% | 0.16% | 156 | -157 | -0.53% | Q1 2026 | Apr 13, 2026 |
| G&S Capital LLC | History | Reduced | 29,030 | 1,151 | 0.4% | 0.39% | 157 | -123 | -0.42% | Q1 2026 | Apr 07, 2026 |
| Ascent Group, LLC | History | Added to | 28,692 | 1,138 | 0.04% | 0.04% | 158 | +365 | 1.29% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 28,472 | 1,129 | 0.01% | 0.01% | 159 | +6,522 | 29.71% | Q1 2026 | Apr 20, 2026 |
| High Falls Advisors, Inc | History | No change | 28,977 | 1,102 | 0.22% | 0.22% | 160 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| MA Private Wealth | History | Reduced | 27,580 | 1,094 | 0.18% | 0.18% | 161 | -46 | -0.17% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 26,459 | 1,067 | 0.01% | 0.01% | 162 | +2,504 | 10.45% | Q1 2026 | Apr 07, 2026 |
| Altrius Capital Management Inc | History | Added to | 26,823 | 1,064 | 0.21% | 0.2% | 163 | +2,450 | 10.05% | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | Added to | 26,754 | 1,061 | 0.05% | 0.04% | 164 | +1,025 | 3.98% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Added to | 27,056 | 1,052 | 0.0% | 0.0% | 165 | +15,410 | 132.32% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | New | 26,370 | 1,046 | 0.01% | — | 166 | +26,370 | New | Q1 2026 | May 12, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 26,338 | 1,045 | 0.38% | 0.37% | 167 | +116 | 0.44% | Q1 2026 | Apr 09, 2026 |
| Prospera Financial Services Inc | History | Added to | 26,069 | 1,034 | 0.02% | 0.01% | 168 | +4,404 | 20.33% | Q1 2026 | Apr 14, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 25,863 | 1,026 | 0.13% | 0.13% | 169 | -2,774 | -9.69% | Q1 2026 | Apr 16, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 25,729 | 1,020 | 0.42% | 0.42% | 170 | +86 | 0.34% | Q1 2026 | May 06, 2026 |
| Stonebrook Private Inc. | History | Added to | 25,157 | 998 | 0.21% | 0.2% | 171 | +25 | 0.1% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 24,425 | 969 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wealthfront Advisers LLC | History | Added to | 23,884 | 947 | 0.0% | 0.0% | 173 | +6,277 | 35.65% | Q1 2026 | May 05, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 23,677 | 939 | 0.0% | 0.0% | 174 | +670 | 2.91% | Q1 2026 | May 14, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 23,658 | 938 | 0.59% | 0.56% | 175 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 23,571 | 935 | 0.0% | 0.0% | 176 | +554 | 2.41% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 23,531 | 933 | 0.0% | 0.0% | 177 | +5,117 | 27.79% | Q1 2026 | May 04, 2026 |
| Index Fund Advisors, Inc. | History | No change | 23,523 | 933 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BRIGHTON JONES LLC | History | New | 23,501 | 932 | 0.02% | — | 179 | +23,501 | New | Q1 2026 | Aug 06, 2026 |
| Vision Capital Management, Inc. | History | No change | 23,305 | 924 | 0.12% | 0.11% | 180 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 23,224 | 921 | 0.05% | 0.05% | 181 | +11,326 | 95.19% | Q1 2026 | Apr 22, 2026 |
| Asempa Wealth Advisors | History | Reduced | 22,592 | 911 | 0.79% | 0.86% | 182 | -3,763 | -14.28% | Q1 2026 | Apr 08, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 22,918 | 909 | 0.13% | 0.11% | 183 | +1,530 | 7.15% | Q1 2026 | Apr 21, 2026 |
| VestGen Advisors, LLC | History | Added to | 21,176 | 896 | 0.02% | 0.03% | 184 | +71 | 0.34% | Q1 2026 | May 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 20,721 | 861 | 0.08% | 0.08% | 185 | +89 | 0.43% | Q1 2026 | Apr 29, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 21,718 | 861 | 0.59% | 0.57% | 186 | -9 | -0.04% | Q1 2026 | May 04, 2026 |
| SFMG, LLC | History | No change | 21,083 | 836 | 0.06% | 0.05% | 187 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wise Wealth Partners | History | No change | 20,957 | 831 | 1.13% | 1.14% | 188 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 20,913 | 829 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bleakley Financial Group, LLC | History | New | 19,849 | 787 | 0.01% | — | 190 | +19,849 | New | Q1 2026 | May 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 19,348 | 767 | 0.02% | 0.03% | 191 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 18,315 | 726 | 0.0% | 0.0% | 192 | +1,285 | 7.55% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 17,874 | 709 | 0.08% | 0.13% | 193 | -7,561 | -29.73% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 17,404 | 690 | 0.0% | 0.0% | 194 | +2,740 | 18.69% | Q1 2026 | Apr 29, 2026 |
| Aprio Wealth Management, LLC | History | No change | 17,259 | 684 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 17,025 | 675 | 0.67% | 0.64% | 196 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 17,290 | 665 | 0.02% | 0.03% | 197 | -31 | -0.18% | Q1 2026 | May 15, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 16,603 | 658 | 0.26% | 0.27% | 198 | -1,521 | -8.39% | Q1 2026 | Apr 20, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 16,496 | 654 | 0.14% | 0.12% | 199 | -199 | -1.19% | Q1 2026 | Apr 13, 2026 |
| Kelly Financial Services LLC | History | Reduced | 15,905 | 631 | 0.15% | 0.2% | 200 | -5,333 | -25.11% | Q1 2026 | Apr 13, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 15,867 | 629 | 0.31% | 0.29% | 201 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 15,757 | 625 | 0.0% | 0.0% | 202 | +91 | 0.58% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 15,747 | 624 | 0.01% | 0.0% | 203 | +9,873 | 168.08% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 15,383 | 610 | 0.0% | 0.0% | 204 | +111 | 0.73% | Q1 2026 | May 12, 2026 |
| Meridian Wealth Management, LLC | History | New | 15,157 | 601 | 0.02% | — | 205 | +15,157 | New | Q1 2026 | May 06, 2026 |
| NWAM LLC | History | Added to | 15,138 | 600 | 0.03% | 0.03% | 206 | +209 | 1.4% | Q1 2026 | May 04, 2026 |
| LJI Wealth Management, LLC | History | No change | 15,036 | 596 | 0.1% | 0.09% | 207 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 14,924 | 592 | 0.0% | 0.0% | 208 | +13,342 | 843.36% | Q1 2026 | May 01, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 14,920 | 592 | 0.18% | 0.19% | 209 | -1,469 | -8.96% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 14,586 | 578 | 0.01% | 0.01% | 210 | +6,589 | 82.39% | Q1 2026 | May 14, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 14,502 | 575 | 0.54% | 0.5% | 211 | +144 | 1.0% | Q1 2026 | May 08, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 14,228 | 564 | 0.04% | 0.05% | 212 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Centerline Wealth Advisors, LLC | History | New | 14,062 | 557 | 0.2% | — | 213 | +14,062 | New | Q1 2026 | Apr 14, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 13,581 | 538 | 0.0% | — | 214 | +13,581 | New | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 13,282 | 527 | 0.0% | — | 215 | +13,282 | New | Q1 2026 | May 12, 2026 |
| Baron Wealth Management LLC | History | Added to | 13,262 | 526 | 0.16% | 0.13% | 216 | +2,571 | 24.05% | Q1 2026 | Apr 16, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 12,961 | 514 | 0.13% | 0.17% | 217 | -3,146 | -19.53% | Q1 2026 | Apr 29, 2026 |
| Dentgroup LLC | History | No change | 13,463 | 512 | 0.35% | 0.35% | 218 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 12,765 | 506 | 0.13% | 0.14% | 219 | -404 | -3.07% | Q1 2026 | Apr 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 12,614 | 500 | 0.02% | 0.01% | 220 | +2,207 | 21.21% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 11,489 | 484 | 0.03% | 0.04% | 221 | -2,985 | -20.62% | Q1 2026 | Apr 29, 2026 |
| Capstone Wealth Management, LLC | History | No change | 12,129 | 481 | 0.34% | 0.34% | 222 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 12,078 | 479 | 0.11% | 0.11% | 223 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| PHILADELPHIA TRUST CO | History | New | 12,000 | 476 | 0.03% | — | 224 | +12,000 | New | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | New | 11,696 | 464 | 0.01% | — | 225 | +11,696 | New | Q1 2026 | Apr 08, 2026 |
| Wedmont Private Capital | History | Added to | 11,121 | 463 | 0.01% | 0.01% | 226 | +85 | 0.77% | Q1 2026 | Apr 09, 2026 |
| XTX Topco Ltd | History | Added to | 10,953 | 434 | 0.01% | 0.01% | 227 | +2,056 | 23.11% | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | No change | 10,779 | 427 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 10,663 | 423 | 0.39% | 0.39% | 229 | -153 | -1.41% | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 10,450 | 414 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 10,186 | 404 | 0.01% | 0.01% | 231 | -408 | -3.85% | Q1 2026 | May 08, 2026 |
| Lansing Street Advisors | History | Added to | 10,176 | 403 | 0.1% | 0.07% | 232 | +3,236 | 46.63% | Q1 2026 | Apr 28, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 9,810 | 389 | 0.17% | 0.19% | 233 | -1,100 | -10.08% | Q1 2026 | May 15, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 9,675 | 383 | 0.59% | — | 235 | +9,675 | New | Q1 2026 | May 04, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 9,676 | 383 | 0.22% | 0.22% | 234 | -1,659 | -14.64% | Q1 2026 | Apr 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 9,380 | 372 | 0.0% | 0.0% | 236 | -3,868 | -29.2% | Q1 2026 | Apr 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 9,265 | 367 | 0.01% | 0.02% | 237 | +195 | 2.15% | Q1 2026 | Jun 18, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 9,160 | 363 | 0.07% | 0.07% | 238 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CGN Advisors LLC | History | Reduced | 9,036 | 358 | 0.03% | 0.03% | 239 | -769 | -7.84% | Q1 2026 | Apr 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 8,995 | 356 | 0.05% | — | 241 | +8,995 | New | Q1 2026 | Apr 30, 2026 |
| MB Generational Wealth, LLC | History | No change | 8,985 | 356 | 0.2% | 0.18% | 240 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | New | 8,769 | 347 | 0.0% | — | 242 | +8,769 | New | Q1 2026 | Apr 27, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | New | 8,673 | 344 | 0.03% | — | 243 | +8,673 | New | Q1 2026 | May 12, 2026 |
| Choate Investment Advisors | History | No change | 8,552 | 339 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | New | 8,523 | 338 | 0.06% | — | 245 | +8,523 | New | Q1 2026 | Apr 24, 2026 |
| Boston Partners | History | New | 8,455 | 337 | 0.0% | — | 248 | +8,455 | New | Q1 2026 | May 11, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 8,518 | 337 | 0.23% | 0.22% | 247 | +53 | 0.63% | Q1 2026 | Apr 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,500 | 337 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 8,612 | 334 | 0.07% | 0.45% | 249 | -15,523 | -64.32% | Q1 2026 | Apr 22, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | No change | 8,132 | 322 | 0.25% | 0.24% | 250 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 7,611 | 318 | 0.02% | 0.02% | 251 | -18 | -0.24% | Q1 2026 | Apr 20, 2026 |
| HRT FINANCIAL LP | History | Reduced | 7,976 | 316 | 0.0% | 0.0% | 252 | -11,380 | -58.79% | Q1 2026 | May 14, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 7,891 | 313 | 0.11% | 0.11% | 253 | -160 | -1.99% | Q1 2026 | May 05, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 7,909 | 313 | 0.16% | 0.16% | 254 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 7,827 | 310 | 0.21% | 0.21% | 255 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 7,793 | 309 | 0.01% | 0.01% | 256 | -150 | -1.89% | Q1 2026 | Apr 30, 2026 |
| Platform Wealth Management, LLC | History | No change | 8,139 | 309 | 0.08% | 0.08% | 257 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Well Done, LLC | History | No change | 7,731 | 306 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GTS SECURITIES LLC | History | Reduced | 7,684 | 304 | 0.01% | 0.04% | 259 | -21,837 | -73.97% | Q1 2026 | May 14, 2026 |
| USAdvisors Wealth Management, LLC | History | New | 7,883 | 303 | 0.1% | — | 260 | +7,883 | New | Q1 2026 | Apr 27, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 7,599 | 301 | 0.01% | 0.01% | 261 | +81 | 1.08% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 7,515 | 298 | 0.0% | — | 262 | +7,515 | New | Q1 2026 | May 14, 2026 |
| TKG Advisors, LLC | History | Added to | 7,436 | 295 | 0.12% | 0.11% | 263 | +55 | 0.75% | Q1 2026 | Apr 24, 2026 |
| 5T Wealth, LLC | History | Reduced | 7,374 | 292 | 0.12% | 0.11% | 265 | -73 | -0.98% | Q1 2026 | Apr 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 7,382 | 292 | 0.02% | 0.02% | 264 | -16 | -0.22% | Q1 2026 | May 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 7,283 | 288 | 0.02% | 0.02% | 266 | +1,141 | 18.58% | Q1 2026 | Apr 16, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 7,055 | 279 | 0.15% | 0.15% | 267 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Apella Capital, LLC | History | Added to | 6,616 | 278 | 0.0% | 0.0% | 268 | +472 | 7.68% | Q1 2026 | Apr 20, 2026 |
| Spire Wealth Management | History | Reduced | 6,975 | 276 | 0.01% | 0.01% | 269 | -7 | -0.1% | Q1 2026 | Apr 22, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 6,889 | 273 | 0.0% | 0.0% | 270 | +1,002 | 17.02% | Q1 2026 | May 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 6,775 | 268 | 0.01% | 0.01% | 271 | -34 | -0.5% | Q1 2026 | Apr 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 6,750 | 267 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 6,728 | 266 | 0.22% | 0.22% | 273 | -306 | -4.35% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 6,965 | 265 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AlphaCore Capital LLC | History | No change | 6,565 | 260 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parisi Gray Wealth Management | History | Added to | 6,520 | 258 | 0.06% | 0.06% | 276 | +127 | 1.99% | Q1 2026 | Apr 08, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 6,465 | 256 | 0.18% | 0.19% | 277 | -626 | -8.83% | Q1 2026 | Apr 15, 2026 |
| Whelan Financial | History | New | 6,433 | 255 | 0.08% | — | 278 | +6,433 | New | Q1 2026 | Apr 24, 2026 |
| Diversified Trust Co | History | Added to | 6,371 | 252 | 0.0% | 0.0% | 279 | +925 | 16.98% | Q1 2026 | Apr 16, 2026 |
| OneAscent Financial Services LLC | History | New | 6,252 | 248 | 0.01% | — | 280 | +6,252 | New | Q1 2026 | Apr 21, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,339 | 241 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 6,031 | 239 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 6,010 | 238 | 0.0% | 0.09% | 283 | -132,682 | -95.67% | Q1 2026 | Apr 10, 2026 |
| Elgethun Capital Management | History | No change | 5,970 | 236 | 0.04% | 0.04% | 284 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | New | 5,791 | 229 | 0.0% | — | 285 | +5,791 | New | Q1 2026 | May 05, 2026 |
| HBE Wealth Management, LLC | History | Reduced | 5,762 | 228 | 0.2% | 0.24% | 286 | -918 | -13.74% | Q1 2026 | Apr 28, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 5,629 | 223 | 0.0% | 0.0% | 287 | -1,360 | -19.46% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | New | 5,603 | 222 | 0.0% | — | 288 | +5,603 | New | Q1 2026 | May 18, 2026 |
| EQUITABLE TRUST CO | History | New | 5,589 | 221 | 0.01% | — | 289 | +5,589 | New | Q1 2026 | Apr 30, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 5,450 | 216 | 0.0% | 0.0% | 290 | -1,668 | -23.43% | Q1 2026 | May 01, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 5,375 | 213 | 0.16% | 0.15% | 292 | -13 | -0.24% | Q1 2026 | Apr 17, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 5,377 | 213 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 5,444 | 212 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TRUE Private Wealth Advisors | History | New | 5,315 | 210 | 0.02% | — | 294 | +5,315 | New | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 5,191 | 205 | 0.07% | 0.07% | 295 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Fortis Capital Management LLC | History | Reduced | 5,119 | 203 | 0.02% | 0.04% | 296 | -1,981 | -27.9% | Q1 2026 | May 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 5,064 | 200 | 0.02% | — | 297 | +5,064 | New | Q1 2026 | May 05, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 4,883 | 193 | 0.04% | 0.03% | 298 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 4,383 | 173 | 0.04% | — | 299 | +4,383 | New | Q1 2026 | May 08, 2026 |
| McIlrath & Eck, LLC | History | No change | 4,139 | 164 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 4,151 | 164 | 0.1% | 0.11% | 301 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,121 | 163 | 0.0% | 0.0% | 302 | +1,024 | 33.06% | Q1 2026 | May 08, 2026 |
| Clark Wealth Partners | History | Reduced | 3,810 | 151 | 0.1% | 0.13% | 303 | -1,697 | -30.82% | Q1 2026 | May 11, 2026 |
| Smithfield Trust Co | History | No change | 3,674 | 147 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,573 | 141 | 0.0% | 0.0% | 305 | +1,895 | 112.93% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | New | 3,241 | 128 | 0.01% | — | 306 | +3,241 | New | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,224 | 127 | 0.0% | 0.0% | 307 | +1,826 | 130.62% | Q1 2026 | May 15, 2026 |
| New Republic Capital, LLC | History | Reduced | 3,205 | 127 | 0.04% | 0.04% | 308 | -924 | -22.38% | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | New | 3,179 | 126 | 0.0% | — | 309 | +3,179 | New | Q1 2026 | Apr 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 2,851 | 113 | 0.0% | — | 310 | +2,851 | New | Q1 2026 | May 26, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,609 | 103 | 0.01% | 0.01% | 311 | -1 | -0.04% | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | Added to | 2,395 | 95 | 0.0% | 0.0% | 312 | +349 | 17.06% | Q1 2026 | May 13, 2026 |
| Magnolia Wealth Management, LLC | History | New | 2,344 | 93 | 0.05% | — | 314 | +2,344 | New | Q1 2026 | May 06, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 2,353 | 93 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Capital Analysts, LLC | History | New | 2,092 | 83 | 0.0% | — | 315 | +2,092 | New | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 2,000 | 79 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | No change | 1,946 | 77 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,845 | 73 | 0.01% | 0.0% | 318 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,729 | 68 | 0.0% | 0.0% | 319 | +371 | 27.32% | Q1 2026 | Jul 08, 2026 |
| ASSETMARK, INC | History | No change | 1,738 | 68 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 1,592 | 63 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,583 | 62 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,552 | 61 | 0.0% | 0.0% | 323 | +1,003 | 182.7% | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,391 | 55 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Delos Wealth Advisors, LLC | History | New | 1,186 | 47 | 0.03% | — | 326 | +1,186 | New | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,195 | 47 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | New | 963 | 38 | 0.0% | — | 327 | +963 | New | Q1 2026 | May 04, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 941 | 37 | 0.01% | — | 329 | +941 | New | Q1 2026 | May 13, 2026 |
| Addison Advisors LLC | History | Added to | 943 | 37 | 0.01% | 0.01% | 328 | +18 | 1.95% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 893 | 35 | 0.0% | 0.0% | 330 | +444 | 98.89% | Q1 2026 | Apr 24, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 877 | 34 | 0.02% | 0.0% | 331 | +799 | 1024.36% | Q1 2026 | May 07, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 851 | 33 | 0.0% | 0.0% | 332 | +628 | 281.61% | Q1 2026 | Apr 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 800 | 31 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Noble Wealth Management PBC | History | No change | 782 | 31 | 0.02% | 0.01% | 334 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Crews Bank & Trust | History | No change | 750 | 29 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | New | 707 | 28 | 0.01% | — | 337 | +707 | New | Q1 2026 | May 04, 2026 |
| Dunhill Financial, LLC | History | Added to | 725 | 28 | 0.01% | — | 336 | +700 | 2800.0% | Q1 2026 | May 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 682 | 27 | 0.02% | — | 339 | +682 | New | Q1 2026 | Apr 07, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 687 | 27 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q1 2026 | Jul 27, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 649 | 25 | 0.02% | 0.02% | 340 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Walsh & Associates, LLC | History | No change | 650 | 25 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | No change | 610 | 24 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CNB Bank | History | No change | 590 | 23 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | No change | 556 | 22 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | No change | 578 | 22 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 542 | 21 | 0.0% | 0.0% | 346 | +439 | 426.21% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | No change | 550 | 21 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| KM Capital Management Ltd. | History | New | 490 | 20 | 0.01% | — | 348 | +490 | New | Q1 2026 | May 15, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 503 | 19 | 0.02% | 0.02% | 349 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| VANGUARD ADVISERS INC | History | New | 428 | 16 | 0.0% | — | 350 | +428 | New | Q1 2026 | May 08, 2026 |
| Morling Financial Advisors, LLC | History | No change | 397 | 15 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 389 | 14 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | No change | 344 | 13 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| West Branch Capital LLC | History | No change | 350 | 13 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 314 | 12 | 0.0% | 0.0% | 355 | +38 | 13.77% | Q1 2026 | May 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 287 | 11 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Financial Management Professionals, Inc. | History | No change | 262 | 10 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| First Command Advisory Services, Inc. | History | No change | 259 | 10 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 246 | 9 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PlanVest Financial, Inc | History | New | 221 | 8 | 0.01% | — | 360 | +221 | New | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 192 | 7 | 0.0% | 0.0% | 362 | -62 | -24.41% | Q1 2026 | May 05, 2026 |
| CITY HOLDING CO | History | No change | 179 | 7 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 146 | 5 | 0.0% | — | 363 | +146 | New | Q1 2026 | May 11, 2026 |
| Wealth Science Advisors LLC | History | New | 145 | 5 | 0.0% | — | 364 | +145 | New | Q1 2026 | Apr 08, 2026 |
| Synergy Investment Management, LLC | History | New | 102 | 4 | 0.0% | — | 366 | +102 | New | Q1 2026 | May 14, 2026 |
| PFS Partners, LLC | History | No change | 109 | 4 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 93 | 3 | 0.0% | 0.0% | 367 | -35 | -27.34% | Q1 2026 | May 14, 2026 |
| Rialto Wealth Management, LLC | History | New | 71 | 2 | 0.0% | — | 370 | +71 | New | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BAYBAN | History | No change | 66 | 2 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Anfield Capital Management, LLC | History | New | 35 | 1 | 0.0% | — | 374 | +35 | New | Q1 2026 | May 12, 2026 |
| JPL Wealth Management, LLC | History | New | 30 | 1 | 0.0% | — | 375 | +30 | New | Q1 2026 | May 08, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 26 | 1 | 0.0% | — | 371 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kozak & Associates, Inc. | History | No change | 46 | 1 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SHP Wealth Management | History | No change | 43 | 1 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| COMMONS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 2.45% | — | -96,104 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -62,082 | -100.0% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.02% | — | -49,776 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -44,179 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -13,818 | -100.0% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,400 | -100.0% | Q1 2026 | May 11, 2026 |
| RCS Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -7,857 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,543 | -100.0% | Q1 2026 | May 05, 2026 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,702 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,358 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,450 | -100.0% | Q1 2026 | May 01, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -305 | -100.0% | Q1 2026 | May 08, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -181 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q1 2026 | Apr 20, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q1 2026 | May 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 12, 2026 |
| Financially Speaking Inc | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 07, 2026 |
| Kilter Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Networth Advisors, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |