iSHARES TRUST - IYK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | History | New | 2,128,826 | 149,081 | 1.3% | — | 1 | +2,128,826 | New | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,133,439 | 79,295 | 0.01% | 0.0% | 2 | +1,087,968 | 2392.66% | Q1 2026 | May 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 989,925 | 69,324 | 0.99% | — | 3 | +989,925 | New | Q1 2026 | May 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 900,649 | 63,072 | 1.15% | — | 4 | +900,649 | New | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Reduced | 859,426 | 60,185 | 0.02% | 0.02% | 5 | -85,967 | -9.09% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 688,325 | 48,203 | 0.0% | 0.0% | 6 | +18,463 | 2.76% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 585,015 | 40,972 | 0.01% | 0.0% | 7 | +422,918 | 260.9% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 578,075 | 40,482 | 0.0% | 0.0% | 8 | -19,358 | -3.24% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 555,676 | 38,913 | 0.2% | 0.2% | 9 | +17,556 | 3.26% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 466,767 | 32,687 | 0.02% | 0.02% | 10 | -64,678 | -12.17% | Q1 2026 | May 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 401,015 | 28,083 | 0.01% | 0.0% | 11 | +301,511 | 303.01% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 376,047 | 26,334 | 0.0% | 0.01% | 12 | -97,409 | -20.57% | Q1 2026 | May 05, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 319,027 | 22,341 | 0.35% | 0.34% | 13 | -28,848 | -8.29% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 312,442 | 21,879 | 0.0% | 0.0% | 14 | +35,963 | 13.01% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 256,761 | 17,980 | 0.0% | 0.0% | 15 | -27,131 | -9.56% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 256,275 | 17,946 | 0.01% | 0.01% | 16 | -37,726 | -12.83% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 254,512 | 17,823 | 0.0% | 0.0% | 17 | +30,626 | 13.68% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 214,107 | 14,993 | 0.02% | 0.02% | 18 | +2,935 | 1.39% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 181,492 | 12,712 | 0.02% | 0.02% | 19 | -6,704 | -3.56% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 175,227 | 12,271 | 0.03% | 0.05% | 20 | -127,883 | -42.19% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 141,381 | 9,900 | 0.01% | 0.0% | 21 | +99,307 | 236.03% | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 131,950 | 9,240 | 0.02% | 0.01% | 22 | +5,281 | 4.17% | Q1 2026 | May 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 126,520 | 8,860 | 3.01% | 0.1% | 23 | +122,182 | 2816.55% | Q1 2026 | Apr 09, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 103,893 | 7,275 | 0.15% | 0.13% | 24 | +6,464 | 6.63% | Q1 2026 | May 14, 2026 |
| WealthSpring Partners, LLC | History | Added to | 98,657 | 6,908 | 6.34% | 6.66% | 25 | +1,453 | 1.49% | Q1 2026 | Apr 20, 2026 |
| UNIQUE WEALTH, LLC | History | New | 92,857 | 6,502 | 0.9% | — | 26 | +92,857 | New | Q1 2026 | Apr 21, 2026 |
| Zurich Insurance Group Ltd/FI | History | Reduced | 68,450 | 4,793 | 0.04% | 0.05% | 27 | -42,650 | -38.39% | Q1 2026 | May 15, 2026 |
| Centerline Wealth Advisors, LLC | History | New | 63,962 | 4,479 | 1.61% | — | 28 | +63,962 | New | Q1 2026 | Apr 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 61,263 | 4,270 | 0.0% | 0.0% | 29 | +6,972 | 12.84% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 54,251 | 3,799 | 0.0% | 0.0% | 30 | -2,416 | -4.26% | Q1 2026 | May 04, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 49,438 | 3,462 | 1.85% | 1.77% | 31 | +1,010 | 2.09% | Q1 2026 | May 08, 2026 |
| Storen Legacy Partners, LLC | History | New | 43,600 | 3,053 | 0.96% | — | 32 | +43,600 | New | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 42,208 | 2,955 | 0.01% | 0.01% | 33 | -2,108 | -4.76% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 39,392 | 2,758 | 0.0% | 0.0% | 34 | -7,171 | -15.4% | Q1 2026 | May 15, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 39,261 | 2,749 | 2.07% | 2.0% | 35 | -1,340 | -3.3% | Q1 2026 | Apr 23, 2026 |
| First Citizens Financial Corp | History | Reduced | 38,412 | 2,689 | 1.27% | 1.28% | 36 | -254 | -0.66% | Q1 2026 | Apr 07, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 37,249 | 2,608 | 0.24% | 0.27% | 37 | -7,278 | -16.35% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 35,799 | 2,507 | 0.0% | 0.01% | 38 | -25,592 | -41.69% | Q1 2026 | May 01, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 35,212 | 2,465 | 0.14% | 0.13% | 39 | +357 | 1.02% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 31,536 | 2,208 | 0.03% | 0.05% | 40 | -12,086 | -27.71% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 30,903 | 2,164 | 0.06% | 0.01% | 41 | +23,668 | 327.13% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 30,766 | 2,154 | 0.0% | 0.0% | 42 | +25,324 | 465.34% | Q1 2026 | May 15, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 30,803 | 2,150 | 0.6% | 0.66% | 43 | -3,116 | -9.19% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 30,280 | 2,120 | 0.01% | 0.01% | 44 | +5,548 | 22.43% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 29,382 | 2,057 | 0.01% | 0.0% | 45 | +21,146 | 256.75% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,321 | 2,053 | 0.01% | 0.01% | 46 | +1,974 | 7.22% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | New | 28,412 | 1,989 | 0.0% | — | 47 | +28,412 | New | Q1 2026 | May 12, 2026 |
| Consolidated Investment Group LLC | History | New | 27,900 | 1,953 | 0.21% | — | 48 | +27,900 | New | Q1 2026 | May 04, 2026 |
| XTX Topco Ltd | History | New | 26,607 | 1,863 | 0.03% | — | 49 | +26,607 | New | Q1 2026 | May 15, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 26,012 | 1,821 | 0.3% | — | 50 | +26,012 | New | Q1 2026 | Apr 16, 2026 |
| SFI Advisors, LLC | History | Reduced | 24,396 | 1,708 | 1.79% | 1.96% | 51 | -21,336 | -46.65% | Q1 2026 | May 05, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 23,583 | 1,651 | 0.49% | 0.8% | 52 | -14,976 | -38.84% | Q1 2026 | Apr 20, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 23,300 | 1,631 | 0.0% | — | 53 | +23,300 | New | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 22,858 | 1,600 | 0.0% | 0.0% | 54 | +3,279 | 16.75% | Q1 2026 | May 15, 2026 |
| Wall Street Financial Group, Inc. | History | Added to | 22,074 | 1,545 | 0.91% | 1.01% | 55 | +1,302 | 6.27% | Q1 2026 | May 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 21,728 | 1,520 | 0.1% | 0.07% | 56 | +6 | 0.03% | Q1 2026 | Apr 24, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 20,613 | 1,443 | 0.0% | 0.0% | 57 | -247,241 | -92.3% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 20,481 | 1,434 | 0.0% | 0.0% | 58 | -6,541 | -24.21% | Q1 2026 | Apr 22, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 20,084 | 1,406 | 0.03% | 0.03% | 59 | -363 | -1.78% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Reduced | 19,005 | 1,330 | 0.0% | 0.0% | 60 | -1,078 | -5.37% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,918 | 1,323 | 0.0% | 0.0% | 61 | +8,509 | 81.75% | Q1 2026 | Apr 08, 2026 |
| Envision Financial Transparency, LLC | History | New | 18,641 | 1,305 | 1.27% | — | 62 | +18,641 | New | Q1 2026 | May 13, 2026 |
| Waterloo Capital, L.P. | History | Added to | 18,622 | 1,304 | 0.09% | 0.09% | 63 | +87 | 0.47% | Q1 2026 | May 12, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 18,349 | 1,284 | 0.65% | 0.72% | 64 | +170 | 0.94% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 18,168 | 1,271 | 0.05% | 0.0% | 65 | +18,129 | 46484.62% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 17,683 | 1,238 | 0.0% | 0.0% | 66 | +514 | 2.99% | Q1 2026 | May 12, 2026 |
| Sovran Advisors, LLC | History | Reduced | 17,181 | 1,233 | 0.1% | 0.1% | 67 | -318 | -1.82% | Q1 2026 | May 01, 2026 |
| NTV ASSET MANAGEMENT LLC | History | New | 17,597 | 1,232 | 0.14% | — | 68 | +17,597 | New | Q1 2026 | Apr 28, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 16,404 | 1,148 | 0.06% | — | 69 | +16,404 | New | Q1 2026 | Apr 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 15,898 | 1,116 | 0.12% | 0.3% | 70 | -14,407 | -47.54% | Q1 2026 | Apr 10, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 15,859 | 1,110 | 0.41% | 0.39% | 71 | -245 | -1.52% | Q1 2026 | May 08, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 15,766 | 1,094 | 0.14% | 0.1% | 72 | +4,242 | 36.81% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 15,531 | 1,087 | 0.0% | 0.0% | 73 | +3,244 | 26.4% | Q1 2026 | May 13, 2026 |
| Hilltop Holdings Inc. | History | New | 15,455 | 1,082 | 0.1% | — | 74 | +15,455 | New | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 16,116 | 1,078 | 0.01% | 0.01% | 75 | -689 | -4.1% | Q1 2026 | May 15, 2026 |
| GFS Advisors, LLC | History | New | 4,953 | 1,076 | 0.14% | — | 76 | +4,953 | New | Q1 2026 | Apr 30, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 15,207 | 1,064 | 0.02% | 0.03% | 77 | -744 | -4.66% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 14,477 | 1,013 | 0.0% | 0.0% | 78 | +1,828 | 14.45% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 14,445 | 1,011 | 0.01% | 0.01% | 79 | +258 | 1.82% | Q1 2026 | Apr 15, 2026 |
| Adams Wealth Management | History | Reduced | 13,795 | 966 | 0.21% | 0.23% | 80 | -2,484 | -15.26% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Reduced | 13,795 | 966 | 0.19% | 0.2% | 81 | -2,484 | -15.26% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 13,659 | 956 | 0.0% | 0.0% | 82 | +244 | 1.82% | Q1 2026 | May 05, 2026 |
| Counterweight Ventures, LLC | History | New | 13,478 | 943 | 0.53% | — | 83 | +13,478 | New | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 13,737 | 926 | 0.0% | 0.0% | 84 | +202 | 1.49% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 12,988 | 909 | 0.0% | — | 85 | +12,988 | New | Q1 2026 | May 01, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 12,717 | 890 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Asset One Wealth Management LLC | History | Added to | 12,734 | 879 | 0.1% | 0.12% | 87 | +625 | 5.16% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | No change | 12,519 | 877 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mutual Advisors, LLC | History | Reduced | 12,487 | 874 | 0.02% | 0.02% | 89 | -1,118 | -8.22% | Q1 2026 | May 01, 2026 |
| Stone Wealth Partners | History | Added to | 12,476 | 873 | 0.78% | 0.54% | 90 | +3,396 | 37.4% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Added to | 12,246 | 857 | 0.01% | 0.01% | 91 | +2,701 | 28.3% | Q1 2026 | May 05, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 12,116 | 848 | 0.06% | 0.04% | 92 | +3,882 | 47.15% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Reduced | 11,790 | 825 | 0.0% | 0.0% | 93 | -183 | -1.53% | Q1 2026 | May 14, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 11,717 | 819 | 0.12% | 0.13% | 94 | -706 | -5.68% | Q1 2026 | May 07, 2026 |
| GTS SECURITIES LLC | History | New | 11,572 | 810 | 0.03% | — | 95 | +11,572 | New | Q1 2026 | May 14, 2026 |
| Simmons Bank | History | Reduced | 11,524 | 807 | 0.05% | 0.05% | 96 | -541 | -4.48% | Q1 2026 | Apr 23, 2026 |
| BROWN ADVISORY INC | History | No change | 11,491 | 804 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 11,480 | 803 | 0.0% | 0.0% | 98 | +132 | 1.16% | Q1 2026 | May 14, 2026 |
| Essex LLC | History | Reduced | 11,337 | 793 | 0.14% | 0.13% | 99 | -41 | -0.36% | Q1 2026 | Apr 24, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 11,114 | 778 | 0.64% | 0.6% | 100 | -105 | -0.94% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 11,094 | 776 | 0.01% | 0.01% | 101 | +956 | 9.43% | Q1 2026 | May 18, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 11,078 | 775 | 0.05% | 0.04% | 102 | +1,204 | 12.19% | Q1 2026 | Apr 13, 2026 |
| Creative Planning | History | Added to | 10,810 | 757 | 0.0% | 0.0% | 103 | +66 | 0.61% | Q1 2026 | May 12, 2026 |
| Stillwater Capital Advisors, LLC | History | Reduced | 10,620 | 743 | 0.08% | 0.1% | 105 | -3,696 | -25.82% | Q1 2026 | Apr 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 10,615 | 743 | 0.0% | 0.0% | 104 | -400 | -3.63% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 10,092 | 706 | 0.01% | 0.01% | 106 | +97 | 0.97% | Q1 2026 | Apr 20, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 9,969 | 698 | 0.05% | 0.08% | 107 | -5,771 | -36.66% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 9,688 | 678 | 0.0% | 0.0% | 108 | +3,208 | 49.51% | Q1 2026 | May 05, 2026 |
| HighPoint Advisor Group LLC | History | New | 9,591 | 671 | 0.03% | — | 109 | +9,591 | New | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 9,358 | 655 | 0.01% | 0.01% | 110 | +1 | 0.01% | Q1 2026 | Apr 14, 2026 |
| New Insight Wealth Advisors | History | Reduced | 9,145 | 640 | 0.23% | 0.24% | 111 | -895 | -8.91% | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 9,553 | 639 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BCS Wealth Management | History | Reduced | 9,000 | 630 | 0.13% | 0.12% | 113 | -9,000 | -50.0% | Q1 2026 | Apr 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 8,727 | 611 | 0.0% | 0.0% | 114 | -4,314 | -33.08% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 8,682 | 607 | 0.0% | 0.0% | 115 | +477 | 5.81% | Q1 2026 | Apr 27, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 8,457 | 592 | 0.61% | 0.59% | 116 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 8,405 | 588 | 0.03% | 0.03% | 117 | +39 | 0.47% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 8,066 | 564 | 0.0% | 0.0% | 118 | -23 | -0.28% | Q1 2026 | Apr 15, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 8,043 | 563 | 0.04% | 0.04% | 119 | -69 | -0.85% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 7,816 | 547 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 7,737 | 541 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bellwether Advisors, LLC | History | No change | 7,461 | 522 | 0.09% | 0.08% | 122 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 7,414 | 519 | 0.0% | 0.0% | 123 | +31 | 0.42% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 7,053 | 493 | 0.0% | 0.0% | 124 | -3 | -0.04% | Q1 2026 | May 08, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 6,932 | 485 | 0.03% | 0.03% | 125 | +4 | 0.06% | Q1 2026 | Apr 14, 2026 |
| Blankinship & Foster, LLC | History | Added to | 6,905 | 483 | 0.11% | 0.1% | 126 | +24 | 0.35% | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | New | 6,810 | 476 | 0.03% | — | 127 | +6,810 | New | Q1 2026 | May 15, 2026 |
| Glenview Trust Co | History | Reduced | 6,718 | 470 | 0.01% | 0.01% | 128 | -906 | -11.88% | Q1 2026 | May 08, 2026 |
| Accel Wealth Management | History | Reduced | 6,466 | 452 | 0.12% | 0.13% | 129 | -790 | -10.89% | Q1 2026 | Apr 08, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 6,406 | 448 | 0.22% | 0.21% | 130 | -130 | -1.99% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,687 | 447 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 6,285 | 440 | 0.01% | 0.01% | 132 | -224 | -3.44% | Q1 2026 | May 01, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 6,073 | 431 | 0.01% | 0.01% | 133 | -373 | -5.79% | Q1 2026 | May 06, 2026 |
| Quotient Wealth Partners, LLC | History | New | 6,079 | 425 | 0.01% | — | 134 | +6,079 | New | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,857 | 410 | 0.01% | 0.0% | 135 | +4,720 | 415.13% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 41,349 | 405 | 0.02% | 0.01% | 136 | -3,934 | -8.69% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 5,757 | 403 | 0.03% | 0.04% | 137 | -1,657 | -22.35% | Q1 2026 | May 08, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 5,754 | 402 | 0.28% | 0.27% | 138 | -9 | -0.16% | Q1 2026 | Apr 17, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 5,712 | 400 | 0.07% | 0.06% | 139 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 5,666 | 396 | 0.26% | 0.29% | 140 | -753 | -11.73% | Q1 2026 | Apr 21, 2026 |
| Brookstone Capital Management | History | Added to | 5,647 | 395 | 0.0% | 0.0% | 141 | +1,929 | 51.88% | Q1 2026 | Apr 16, 2026 |
| Quantinno Capital Management LP | History | Added to | 5,614 | 393 | 0.0% | 0.0% | 142 | +1,619 | 40.53% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 5,514 | 386 | 0.02% | 0.03% | 143 | -848 | -13.33% | Q1 2026 | Apr 09, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 5,497 | 384 | 0.25% | 0.08% | 144 | +3,676 | 201.87% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Added to | 5,361 | 375 | 0.0% | 0.0% | 145 | +247 | 4.83% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 5,261 | 368 | 0.0% | 0.0% | 146 | -320 | -5.73% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 5,160 | 361 | 0.0% | 0.01% | 147 | -6,215 | -54.64% | Q1 2026 | Apr 20, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 5,137 | 359 | 0.0% | 0.0% | 148 | +907 | 21.44% | Q1 2026 | May 01, 2026 |
| GREENLEAF TRUST | History | No change | 4,983 | 348 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 4,878 | 341 | 0.16% | 0.14% | 150 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 4,868 | 340 | 0.01% | 0.01% | 151 | +332 | 7.32% | Q1 2026 | Apr 07, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 4,851 | 339 | 0.04% | 0.03% | 152 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 4,745 | 332 | 0.02% | 0.02% | 153 | +12 | 0.25% | Q1 2026 | May 12, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 4,653 | 325 | 0.08% | 0.08% | 154 | -750 | -13.88% | Q1 2026 | Apr 23, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 4,635 | 324 | 0.01% | 0.01% | 155 | -479 | -9.37% | Q1 2026 | May 04, 2026 |
| Symphony Financial Services, Inc. | History | No change | 4,588 | 321 | 0.16% | 0.16% | 156 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 4,532 | 317 | 0.07% | 0.07% | 157 | +12 | 0.27% | Q1 2026 | Apr 27, 2026 |
| Odyssey Capital Advisors, Inc. | History | Reduced | 4,521 | 316 | 0.28% | 0.28% | 158 | -236 | -4.96% | Q1 2026 | Apr 29, 2026 |
| Targeted Financial Services LLC | History | Reduced | 4,489 | 314 | 0.26% | 0.48% | 159 | -3,786 | -45.75% | Q1 2026 | Apr 15, 2026 |
| PUREfi Wealth, LLC | History | New | 4,481 | 313 | 0.21% | — | 160 | +4,481 | New | Q1 2026 | Apr 28, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 4,408 | 308 | 0.01% | 0.01% | 161 | -237 | -5.1% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Reduced | 4,339 | 303 | 0.0% | 0.0% | 162 | -140 | -3.13% | Q1 2026 | May 15, 2026 |
| Traveka Wealth, LLC | History | New | 4,319 | 302 | 0.12% | — | 163 | +4,319 | New | Q1 2026 | Apr 22, 2026 |
| TritonPoint Partners, LLC | History | New | 4,276 | 299 | 0.11% | — | 164 | +4,276 | New | Q1 2026 | Apr 28, 2026 |
| Fairvoy Private Wealth, LLC | History | New | 4,242 | 297 | 0.07% | — | 165 | +4,242 | New | Q1 2026 | Apr 20, 2026 |
| Cordatus Wealth Management LLC | History | No change | 4,233 | 296 | 0.07% | 0.07% | 166 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4,166 | 291 | 0.0% | 0.0% | 167 | -51 | -1.21% | Q1 2026 | May 14, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 4,120 | 288 | 0.11% | 0.11% | 168 | -350 | -7.83% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,045 | 283 | 0.01% | 0.01% | 169 | +292 | 7.78% | Q1 2026 | Apr 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 4,012 | 280 | 0.0% | 0.0% | 170 | +794 | 24.67% | Q1 2026 | May 15, 2026 |
| MLP3, LLC | History | No change | 3,855 | 269 | 0.3% | 0.28% | 171 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 3,816 | 267 | 0.07% | 0.08% | 172 | -553 | -12.66% | Q1 2026 | May 07, 2026 |
| SEI INVESTMENTS CO | History | New | 3,753 | 262 | 0.0% | — | 173 | +3,753 | New | Q1 2026 | May 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 3,730 | 261 | 0.04% | 0.04% | 174 | -733 | -16.42% | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 3,697 | 258 | 0.0% | 0.0% | 175 | -6,816 | -64.83% | Q1 2026 | May 13, 2026 |
| BAILARD, INC. | History | No change | 3,633 | 254 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 3,606 | 252 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| V2 Financial group LLC | History | No change | 3,600 | 252 | 0.12% | 0.12% | 178 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 3,562 | 249 | 0.02% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Commonwealth Retirement Investments LLC | History | Reduced | 3,537 | 247 | 0.08% | 0.23% | 180 | -7,088 | -66.71% | Q1 2026 | May 11, 2026 |
| Stratos Investment Management, LLC | History | Added to | 3,524 | 246 | 0.01% | 0.01% | 181 | +280 | 8.63% | Q1 2026 | Apr 28, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 3,500 | 245 | 0.01% | 0.0% | 183 | -53 | -1.49% | Q1 2026 | May 07, 2026 |
| Apollon Wealth Management, LLC | History | No change | 3,507 | 245 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 3,401 | 238 | 0.13% | 0.12% | 184 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 3,308 | 231 | 0.14% | 0.14% | 185 | -328 | -9.02% | Q1 2026 | May 14, 2026 |
| High Point Wealth Management, LLC | History | Added to | 3,293 | 230 | 0.22% | 0.21% | 187 | +10 | 0.3% | Q1 2026 | Apr 08, 2026 |
| Diversified Enterprises, LLC | History | Added to | 3,295 | 230 | 0.01% | 0.01% | 186 | +1 | 0.03% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 3,282 | 229 | 0.0% | — | 189 | +3,282 | New | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 3,272 | 229 | 0.0% | 0.0% | 188 | +32 | 0.99% | Q1 2026 | May 12, 2026 |
| Stronghold Wealth Management L.L.C. | History | Reduced | 3,194 | 223 | 0.34% | 0.33% | 190 | -121 | -3.65% | Q1 2026 | Apr 30, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 3,159 | 221 | 0.01% | 0.01% | 191 | -1,218 | -27.83% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | No change | 3,126 | 218 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,099 | 215 | 0.0% | 0.0% | 194 | -2,866 | -48.05% | Q1 2026 | Apr 07, 2026 |
| Sigma Planning Corp | History | Reduced | 3,070 | 215 | 0.01% | 0.01% | 193 | -245 | -7.39% | Q1 2026 | May 04, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | New | 3,019 | 211 | 0.08% | — | 195 | +3,019 | New | Q1 2026 | Apr 22, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 3,000 | 210 | 0.12% | 0.11% | 196 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Center for Wealth Management Advisory | History | New | 2,977 | 208 | 0.15% | — | 197 | +2,977 | New | Q1 2026 | Apr 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 2,954 | 206 | 0.0% | 0.0% | 198 | -102 | -3.34% | Q1 2026 | May 15, 2026 |
| REDW Wealth LLC | History | New | 2,886 | 202 | 0.08% | — | 199 | +2,886 | New | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,787 | 195 | 0.0% | 0.01% | 200 | -722 | -20.58% | Q1 2026 | Apr 13, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 2,646 | 185 | 0.06% | 0.07% | 201 | -449 | -14.51% | Q1 2026 | Apr 03, 2026 |
| Allworth Financial LP | History | Added to | 2,568 | 179 | 0.0% | 0.0% | 202 | +1,308 | 103.81% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 2,554 | 178 | 0.0% | — | 203 | +2,554 | New | Q1 2026 | May 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,250 | 157 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Reduced | 2,158 | 151 | 0.0% | 0.0% | 205 | -45 | -2.04% | Q1 2026 | May 11, 2026 |
| Johnson Financial Group, Inc. | History | No change | 2,100 | 147 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,010 | 140 | 0.0% | 0.0% | 207 | +10 | 0.5% | Q1 2026 | May 06, 2026 |
| BAYBAN | History | No change | 1,750 | 122 | 0.11% | 0.1% | 208 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 1,809 | 121 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,702 | 119 | 0.0% | 0.0% | 210 | -863 | -33.65% | Q1 2026 | May 08, 2026 |
| STEPH & CO | History | No change | 1,530 | 107 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,497 | 104 | 0.01% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MGB Wealth Management, LLC | History | No change | 1,509 | 101 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | Added to | 1,337 | 93 | 0.02% | 0.02% | 214 | +2 | 0.15% | Q1 2026 | May 04, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,341 | 93 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,368 | 91 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,260 | 88 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,170 | 81 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Reduced | 1,152 | 80 | 0.11% | 0.14% | 219 | -338 | -22.68% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | No change | 1,128 | 78 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 1,100 | 77 | 0.0% | 0.0% | 221 | -85 | -7.17% | Q1 2026 | May 12, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 1,110 | 77 | 0.02% | 0.02% | 222 | -15 | -1.33% | Q1 2026 | Apr 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,067 | 74 | 0.0% | — | 223 | +1,067 | New | Q1 2026 | May 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 1,023 | 71 | 0.06% | 0.06% | 224 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 900 | 63 | 0.0% | 0.0% | 225 | -1,500 | -62.5% | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 892 | 62 | 0.0% | 0.01% | 226 | -887 | -49.86% | Q1 2026 | May 04, 2026 |
| Caitlin John, LLC | History | No change | 891 | 62 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 866 | 60 | 0.0% | 0.0% | 228 | +4 | 0.46% | Q1 2026 | May 05, 2026 |
| Forum Finance Group S.A. | History | New | 1,020 | 57 | 0.03% | — | 229 | +1,020 | New | Q1 2026 | May 07, 2026 |
| CX Institutional | History | Reduced | 751 | 53 | 0.0% | 0.01% | 230 | -2,667 | -78.03% | Q1 2026 | Apr 06, 2026 |
| Davis Capital Management | History | No change | 732 | 51 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SYM FINANCIAL Corp | History | Added to | 682 | 47 | 0.0% | 0.0% | 232 | +3 | 0.44% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | No change | 675 | 47 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIRST HORIZON CORP | History | No change | 627 | 43 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BlackRock, Inc. | History | No change | 600 | 42 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 589 | 41 | 0.01% | 0.01% | 237 | +3 | 0.51% | Q1 2026 | May 20, 2026 |
| Front Row Advisors LLC | History | No change | 588 | 41 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 552 | 38 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 531 | 37 | 0.01% | 0.01% | 239 | +1 | 0.19% | Q1 2026 | Apr 23, 2026 |
| Reflection Asset Management | History | No change | 558 | 36 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 493 | 34 | 0.0% | 0.0% | 241 | +2 | 0.41% | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | Added to | 475 | 33 | 0.0% | 0.0% | 242 | +255 | 115.91% | Q1 2026 | Apr 14, 2026 |
| ASSETMARK, INC | History | New | 462 | 32 | 0.0% | — | 244 | +462 | New | Q1 2026 | May 06, 2026 |
| Ball & Co Wealth Management Inc. | History | Added to | 458 | 32 | 0.03% | 0.02% | 243 | +2 | 0.44% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | No change | 456 | 31 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | No change | 450 | 31 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Colonial Trust Co / SC | History | No change | 450 | 31 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Manchester Capital Management LLC | History | No change | 441 | 30 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | No change | 420 | 29 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bangor Savings Bank | History | No change | 408 | 28 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Parkside Financial Bank & Trust | History | No change | 406 | 28 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 390 | 27 | 0.0% | 0.0% | 252 | -7,420 | -95.01% | Q1 2026 | May 13, 2026 |
| Financial Life Planners | History | New | 363 | 25 | 0.02% | — | 253 | +363 | New | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | New | 301 | 21 | 0.0% | — | 258 | +301 | New | Q1 2026 | May 19, 2026 |
| Missouri Trust & Investment Co | History | New | 300 | 21 | 0.01% | — | 259 | +300 | New | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 312 | 21 | 0.0% | 0.0% | 255 | -1 | -0.32% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 300 | 21 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 300 | 21 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Piscataqua Savings Bank | History | No change | 300 | 21 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Ransom Advisory, Ltd | History | No change | 300 | 20 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Capitol Family Office, Inc. | History | No change | 297 | 19 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Basepoint Wealth LLC | History | No change | 280 | 19 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CENTRAL TRUST Co | History | New | 270 | 18 | 0.0% | — | 263 | +270 | New | Q1 2026 | Apr 17, 2026 |
| COUNTRY TRUST BANK | History | No change | 240 | 16 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Capital Analysts, LLC | History | New | 198 | 14 | 0.0% | — | 267 | +198 | New | Q1 2026 | May 14, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 204 | 14 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 215 | 14 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Synergy Investment Management, LLC | History | New | 197 | 13 | 0.0% | — | 269 | +197 | New | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | Added to | 195 | 13 | 0.0% | 0.0% | 268 | +128 | 191.04% | Q1 2026 | Apr 28, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 165 | 11 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | No change | 159 | 11 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 150 | 10 | 0.0% | 0.0% | 272 | -150 | -50.0% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 155 | 10 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 137 | 9 | 0.0% | — | 274 | +137 | New | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 124 | 8 | 0.0% | 0.0% | 275 | -311 | -71.49% | Q1 2026 | Apr 28, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 115 | 8 | 0.0% | 0.0% | 277 | -65 | -36.11% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 125 | 8 | 0.0% | 0.0% | 279 | -20 | -13.79% | Q1 2026 | Apr 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 125 | 8 | 0.0% | 0.0% | 276 | +1 | 0.81% | Q1 2026 | Apr 07, 2026 |
| Fortis Group Advisors, LLC | History | No change | 126 | 8 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Olistico Wealth, LLC | History | No change | 120 | 8 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Main Street Group, LTD | History | New | 102 | 7 | 0.0% | — | 282 | +102 | New | Q1 2026 | May 06, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 108 | 7 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 75 | 5 | 0.0% | 0.0% | 283 | -9 | -10.71% | Q1 2026 | Apr 20, 2026 |
| Triumph Capital Management | History | Reduced | 66 | 4 | 0.0% | 0.0% | 284 | -59 | -47.2% | Q1 2026 | May 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 66 | 4 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Destiny Wealth Partners, LLC | History | New | 54 | 3 | 0.0% | — | 288 | +54 | New | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EPG Wealth Management LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 42 | 2 | 0.0% | — | 290 | +42 | New | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | No change | 30 | 2 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Oakworth Capital, Inc. | History | No change | 21 | 1 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Russell Investments Group, Ltd. | History | No change | 18 | 1 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Investors Research Corp | History | No change | 23 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GAMMA Investing LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Leo Wealth, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -32,014 | -100.0% | Q1 2026 | May 05, 2026 |
| Mawer Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,980 | -100.0% | Q1 2026 | May 06, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -11,633 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Welch Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,467 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.16% | — | -10,500 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,000 | -100.0% | Q1 2026 | May 08, 2026 |
| FLP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -5,562 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,945 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.04% | — | -2,850 | -100.0% | Q1 2026 | Apr 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -831 | -100.0% | Q1 2026 | Apr 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -471 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -274 | -100.0% | Q1 2026 | May 15, 2026 |
| Colonial Trust Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q1 2026 | May 12, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q1 2026 | May 01, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 3 | 0 | — | 0.0% | — | -93 | -96.88% | Q1 2026 | May 08, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 06, 2026 |
| Capital Advisor Network LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 12 | 0 | — | — | — | -1 | -7.69% | Q1 2026 | May 13, 2026 |
| Fairscale Capital, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |