iSHARES TRUST - LRGF
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Strategic Financial Services, Inc. | History | Added to | 3,990,874 | 263,397 | 12.53% | 12.58% | 1 | +78,249 | 2.0% | Q1 2026 | May 08, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 3,626,489 | 239,348 | 11.55% | 11.73% | 2 | +67,011 | 1.88% | Q1 2026 | Apr 17, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 2,891,969 | 190,869 | 5.6% | 5.23% | 3 | +362,397 | 14.33% | Q1 2026 | Apr 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,879,070 | 190,018 | 0.04% | 0.03% | 4 | +277,552 | 10.67% | Q1 2026 | May 11, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 2,346,333 | 162,905 | 23.52% | 23.52% | 5 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Plancorp, LLC | History | Added to | 1,980,357 | 135,911 | 3.87% | 3.91% | 6 | +115,280 | 6.18% | Q1 2026 | Apr 14, 2026 |
| Annex Advisory Services, LLC | History | New | 1,361,862 | 89,882 | 1.68% | — | 7 | +1,361,862 | New | Q1 2026 | Apr 16, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 1,163,663 | 76,801 | 7.97% | 8.88% | 8 | -53,027 | -4.36% | Q1 2026 | Apr 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 1,128,442 | 74,477 | 6.01% | 6.18% | 9 | +60,478 | 5.66% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,051,355 | 69,830 | 1.2% | 1.08% | 10 | +194,532 | 22.7% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | Added to | 964,191 | 63,636 | 1.1% | 0.97% | 11 | +394,925 | 69.37% | Q1 2026 | May 11, 2026 |
| Compound Planning, Inc. | History | Reduced | 778,056 | 51,351 | 1.58% | 1.62% | 12 | -19,399 | -2.43% | Q1 2026 | May 14, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 731,889 | 48,304 | 2.96% | 3.36% | 13 | -9,298 | -1.25% | Q1 2026 | Apr 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 704,890 | 46,532 | 0.01% | 0.01% | 14 | -49,614 | -6.58% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 676,047 | 44,619 | 0.36% | 0.18% | 15 | +463,093 | 217.46% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 689,544 | 44,220 | 0.0% | 0.0% | 16 | -356,404 | -34.07% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 658,586 | 43,466 | 0.01% | 0.01% | 17 | +56,532 | 9.39% | Q1 2026 | May 04, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 533,205 | 35,191 | 6.35% | 4.71% | 18 | +175,597 | 49.1% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Reduced | 531,388 | 35,071 | 0.0% | 0.0% | 19 | -66,242 | -11.08% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 527,707 | 34,828 | 0.04% | 0.04% | 20 | -5,322 | -1.0% | Q1 2026 | May 14, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 474,684 | 31,329 | 10.37% | 14.0% | 21 | -43,183 | -8.34% | Q1 2026 | Apr 17, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 415,915 | 27,450 | 5.17% | 6.39% | 22 | -69,123 | -14.25% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 399,316 | 26,355 | 0.04% | 0.06% | 23 | -153,841 | -27.81% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 376,529 | 24,850 | 0.01% | 0.01% | 24 | -4,364 | -1.15% | Q1 2026 | May 06, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 357,549 | 23,598 | 1.04% | 0.98% | 25 | +45,193 | 14.47% | Q1 2026 | Apr 09, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 285,753 | 18,859 | 1.37% | 1.39% | 26 | -23,886 | -7.71% | Q1 2026 | Apr 16, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 266,900 | 17,617 | 4.98% | 6.1% | 27 | -36,592 | -12.06% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 266,452 | 17,585 | 0.01% | 0.01% | 28 | -13,688 | -4.89% | Q1 2026 | May 07, 2026 |
| LifeGoal Investments, LLC | History | Added to | 250,341 | 16,635 | 9.52% | 9.9% | 29 | +36,263 | 16.94% | Q1 2026 | Apr 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 247,723 | 16,349 | 0.0% | 0.0% | 30 | -483,541 | -66.12% | Q1 2026 | May 15, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 226,286 | 14,935 | 0.77% | 0.78% | 31 | +14,834 | 7.02% | Q1 2026 | Apr 21, 2026 |
| World Investment Advisors | History | Added to | 217,819 | 14,376 | 0.23% | 0.19% | 32 | +45,107 | 26.12% | Q1 2026 | Apr 27, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 210,990 | 13,925 | 1.15% | 1.16% | 33 | +15,493 | 7.92% | Q1 2026 | Apr 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 186,667 | 12,320 | 0.09% | — | 34 | +186,667 | New | Q1 2026 | Apr 14, 2026 |
| DDFG, Inc | History | Reduced | 173,417 | 11,445 | 2.47% | 5.55% | 35 | -191,538 | -52.48% | Q1 2026 | Apr 22, 2026 |
| Obsido Oy | History | Added to | 167,169 | 11,033 | 6.67% | 6.82% | 36 | +7,224 | 4.52% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 165,052 | 10,893 | 0.01% | 0.01% | 37 | +346 | 0.21% | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 160,291 | 10,579 | 0.19% | 0.19% | 38 | +9,103 | 6.02% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 159,621 | 10,534 | 0.0% | 0.0% | 39 | +1,413 | 0.89% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 147,259 | 9,792 | 0.02% | 0.02% | 40 | -25,219 | -14.62% | Q1 2026 | Apr 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 145,241 | 9,360 | 0.0% | 0.01% | 41 | +9,834 | 7.26% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 139,568 | 9,211 | 0.1% | 0.11% | 42 | +23,007 | 19.74% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 139,397 | 9,200 | 0.06% | 0.06% | 43 | -942 | -0.67% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Added to | 131,877 | 8,703 | 0.02% | 0.02% | 44 | +2,483 | 1.92% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 124,795 | 8,236 | 0.0% | 0.0% | 45 | +107,121 | 606.09% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 122,525 | 8,086 | 0.01% | 0.01% | 46 | -4,263 | -3.36% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Reduced | 124,280 | 7,971 | 0.01% | 0.01% | 47 | -1,401,949 | -91.86% | Q1 2026 | May 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 119,833 | 7,909 | 0.42% | 0.5% | 48 | -1,426 | -1.18% | Q1 2026 | Apr 16, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 114,447 | 7,553 | 0.0% | 0.0% | 49 | +12,002 | 11.72% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 113,514 | 7,491 | 0.0% | 0.0% | 50 | -41,256 | -26.66% | Q1 2026 | May 11, 2026 |
| Nova R Wealth, Inc. | History | Added to | 102,384 | 6,757 | 2.16% | 2.59% | 51 | +189 | 0.18% | Q1 2026 | Apr 17, 2026 |
| Family Capital Trust Co | History | Reduced | 100,869 | 6,657 | 2.41% | 2.39% | 52 | -4,513 | -4.28% | Q1 2026 | Apr 29, 2026 |
| KM Capital Management Ltd. | History | Reduced | 89,293 | 6,612 | 4.45% | 3.21% | 53 | -1,289 | -1.42% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 89,776 | 6,233 | 0.12% | 0.12% | 54 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AlTi Global, Inc. | History | Reduced | 93,727 | 6,185 | 0.13% | 0.14% | 55 | -1,112 | -1.17% | Q1 2026 | May 07, 2026 |
| Sterneck Capital Management, LLC | History | Reduced | 93,267 | 6,155 | 2.76% | 2.92% | 56 | -29 | -0.03% | Q1 2026 | Apr 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 89,076 | 5,878 | 0.0% | 0.0% | 57 | +10,570 | 13.46% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 88,624 | 5,849 | 0.01% | 0.01% | 58 | -2,535 | -2.78% | Q1 2026 | May 14, 2026 |
| EWA, LLC | History | Reduced | 88,335 | 5,830 | 1.32% | 12.35% | 59 | -640,192 | -87.87% | Q1 2026 | Apr 23, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 84,353 | 5,567 | 0.41% | 0.43% | 60 | +1,042 | 1.25% | Q1 2026 | Apr 16, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 83,634 | 5,519 | 2.42% | 3.52% | 61 | -27,951 | -25.05% | Q1 2026 | Apr 27, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 76,858 | 5,072 | 1.82% | 1.92% | 62 | -216 | -0.28% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 76,268 | 5,033 | 0.01% | 0.02% | 63 | -68,708 | -47.39% | Q1 2026 | May 15, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 76,210 | 5,029 | 0.44% | 0.47% | 64 | -825 | -1.07% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 72,588 | 4,790 | 0.07% | 0.07% | 65 | +3,893 | 5.67% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 71,352 | 4,709 | 0.1% | 0.1% | 66 | -1,020 | -1.41% | Q1 2026 | Apr 15, 2026 |
| RHS Financial, LLC | History | Added to | 70,651 | 4,662 | 2.21% | 2.27% | 67 | +3,583 | 5.34% | Q1 2026 | Apr 28, 2026 |
| StoneX Group Inc. | History | Added to | 69,854 | 4,610 | 0.25% | 0.21% | 68 | +1,282 | 1.87% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 67,527 | 4,485 | 0.04% | 0.03% | 69 | +33,073 | 95.99% | Q1 2026 | Apr 07, 2026 |
| Addison Advisors LLC | History | Reduced | 66,492 | 4,388 | 0.97% | 1.05% | 70 | -685 | -1.02% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 63,770 | 4,208 | 0.01% | 0.01% | 71 | +13,653 | 27.24% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 52,646 | 3,761 | 0.07% | — | 72 | +52,646 | New | Q1 2026 | May 01, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 49,322 | 3,255 | 0.45% | 0.46% | 73 | +1,592 | 3.34% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 48,312 | 3,189 | 0.01% | 0.01% | 74 | +19,749 | 69.14% | Q1 2026 | Apr 30, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 46,864 | 3,093 | 0.02% | 0.03% | 75 | -969 | -2.03% | Q1 2026 | May 01, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 43,508 | 3,020 | 0.0% | 0.0% | 76 | -400 | -0.91% | Q1 2026 | May 15, 2026 |
| RVW Wealth, LLC | History | No change | 44,983 | 2,968 | 0.23% | 0.24% | 77 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 43,876 | 2,895 | 1.0% | 0.96% | 78 | +6,574 | 17.62% | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Reduced | 42,255 | 2,788 | 0.01% | 0.01% | 80 | -1,177 | -2.71% | Q1 2026 | May 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 42,244 | 2,788 | 0.08% | 0.07% | 79 | -72 | -0.17% | Q1 2026 | Apr 21, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 38,374 | 2,532 | 0.5% | 0.55% | 81 | +571 | 1.51% | Q1 2026 | May 15, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 36,134 | 2,384 | 0.71% | 0.76% | 82 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Stokes Family Office, LLC | History | Reduced | 33,955 | 2,241 | 0.23% | 0.3% | 83 | -13,292 | -28.13% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 33,824 | 2,232 | 0.0% | 0.0% | 84 | -3,715 | -9.9% | Q1 2026 | May 05, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 30,756 | 2,029 | 0.21% | 0.29% | 85 | -389 | -1.25% | Q1 2026 | Apr 23, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 29,403 | 1,940 | 0.31% | 0.33% | 86 | -1,151 | -3.77% | Q1 2026 | Apr 13, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 28,240 | 1,885 | 1.81% | 1.88% | 87 | -196 | -0.69% | Q1 2026 | May 15, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 27,905 | 1,789 | 1.57% | 1.38% | 88 | +6,465 | 30.15% | Q1 2026 | May 07, 2026 |
| GSG Advisors LLC | History | Added to | 26,081 | 1,721 | 0.45% | 0.47% | 89 | +22 | 0.08% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 25,966 | 1,713 | 0.01% | 0.0% | 90 | +13,504 | 108.36% | Q1 2026 | Apr 24, 2026 |
| Betterment LLC | History | Reduced | 24,535 | 1,619 | 0.0% | 0.0% | 91 | -402 | -1.61% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 23,897 | 1,577 | 0.01% | 0.01% | 92 | +9,495 | 65.93% | Q1 2026 | Apr 15, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 23,461 | 1,548 | 0.27% | 0.21% | 93 | +1,823 | 8.42% | Q1 2026 | May 15, 2026 |
| Edge Financial Advisors LLC | History | No change | 22,146 | 1,537 | 0.65% | 0.65% | 94 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 22,963 | 1,515 | 0.0% | 0.0% | 95 | -35,095 | -60.45% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 22,657 | 1,495 | 0.0% | 0.0% | 96 | -1,859 | -7.58% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 22,456 | 1,482 | 0.0% | 0.0% | 97 | +371 | 1.68% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 21,674 | 1,430 | 0.0% | 0.0% | 98 | -549 | -2.47% | Q1 2026 | May 13, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 18,932 | 1,249 | 0.53% | 0.54% | 99 | -178 | -0.93% | Q1 2026 | May 08, 2026 |
| Partners in Financial Planning | History | Reduced | 18,917 | 1,248 | 0.21% | 0.23% | 100 | -263 | -1.37% | Q1 2026 | May 11, 2026 |
| Smith Salley Wealth Management | History | Reduced | 18,832 | 1,242 | 0.06% | 0.07% | 101 | -342 | -1.78% | Q1 2026 | Apr 16, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 18,807 | 1,241 | 0.1% | 0.12% | 102 | -3,801 | -16.81% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 18,366 | 1,212 | 0.0% | 0.0% | 103 | +6,679 | 57.15% | Q1 2026 | Apr 30, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 17,294 | 1,141 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 17,132 | 1,130 | 0.03% | — | 105 | +17,132 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 16,696 | 1,101 | 0.01% | 0.02% | 106 | -389 | -2.28% | Q1 2026 | May 15, 2026 |
| Planned Solutions, Inc. | History | Added to | 16,454 | 1,085 | 0.36% | 0.36% | 107 | +428 | 2.67% | Q1 2026 | Apr 09, 2026 |
| Herold Advisors, Inc. | History | Added to | 12,737 | 840 | 0.18% | 0.16% | 108 | +2,371 | 22.87% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 12,456 | 822 | 0.0% | — | 109 | +12,456 | New | Q1 2026 | May 15, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 12,023 | 793 | 0.27% | 0.25% | 110 | -345 | -2.79% | Q1 2026 | Apr 29, 2026 |
| Tranquility Partners, LLC | History | Reduced | 11,904 | 785 | 0.3% | 0.3% | 111 | -16 | -0.13% | Q1 2026 | Apr 20, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 11,241 | 741 | 0.13% | 0.13% | 112 | -428 | -3.67% | Q1 2026 | May 12, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 11,218 | 740 | 0.11% | 0.11% | 113 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 10,932 | 721 | 0.01% | 0.01% | 114 | +2,107 | 23.88% | Q1 2026 | May 11, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 10,881 | 718 | 0.2% | 0.22% | 115 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 10,675 | 704 | 0.13% | 0.13% | 116 | +77 | 0.73% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 10,096 | 700 | 0.0% | 0.0% | 117 | +226 | 2.29% | Q1 2026 | May 15, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 10,469 | 690 | 0.15% | 0.17% | 118 | -1 | -0.01% | Q1 2026 | Apr 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 10,362 | 684 | 0.0% | 0.0% | 119 | +1,764 | 20.52% | Q1 2026 | May 01, 2026 |
| JGP Wealth Management, LLC | History | Added to | 10,322 | 681 | 0.07% | 0.07% | 120 | +59 | 0.57% | Q1 2026 | Apr 08, 2026 |
| Savvy Advisors, Inc. | History | Added to | 10,194 | 672 | 0.02% | 0.01% | 121 | +4,512 | 79.41% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | No change | 10,134 | 668 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 10,128 | 668 | 0.1% | 0.12% | 123 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Reduced | 10,085 | 665 | 0.0% | 0.0% | 124 | -95 | -0.93% | Q1 2026 | May 15, 2026 |
| RMR Wealth Builders | History | Reduced | 9,464 | 624 | 0.05% | 0.05% | 125 | -400 | -4.06% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 9,217 | 608 | 0.0% | 0.0% | 126 | -1,710 | -15.65% | Q1 2026 | May 04, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 9,022 | 595 | 0.11% | 0.11% | 127 | +105 | 1.18% | Q1 2026 | Apr 29, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 8,743 | 577 | 0.06% | — | 128 | +8,743 | New | Q1 2026 | May 01, 2026 |
| XML Financial, LLC | History | Added to | 8,218 | 542 | 0.04% | 0.04% | 129 | +1,316 | 19.07% | Q1 2026 | Apr 16, 2026 |
| Frontier Asset Management, LLC | History | New | 8,064 | 532 | 0.11% | — | 130 | +8,064 | New | Q1 2026 | May 06, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 8,055 | 531 | 0.01% | 0.02% | 131 | -891 | -9.96% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 7,948 | 524 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 7,906 | 522 | 0.0% | 0.0% | 133 | -6,955 | -46.8% | Q1 2026 | Apr 22, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 7,594 | 501 | 0.04% | 0.04% | 134 | +363 | 5.02% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 7,358 | 485 | 0.01% | 0.01% | 135 | -207 | -2.74% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | No change | 6,478 | 427 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | Added to | 6,415 | 423 | 0.01% | 0.01% | 137 | +2 | 0.03% | Q1 2026 | May 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 6,355 | 419 | 0.0% | 0.0% | 138 | +1 | 0.02% | Q1 2026 | May 12, 2026 |
| Versant Capital Management, Inc | History | Reduced | 6,343 | 418 | 0.04% | 0.11% | 139 | -6,619 | -51.06% | Q1 2026 | Apr 06, 2026 |
| MAI Capital Management | History | Added to | 6,108 | 403 | 0.0% | 0.0% | 140 | +1,625 | 36.25% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 5,990 | 395 | 0.01% | 0.03% | 141 | -6,175 | -50.76% | Q1 2026 | Apr 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 5,793 | 382 | 0.05% | 0.06% | 142 | -1,423 | -19.72% | Q1 2026 | Apr 08, 2026 |
| Stonebrook Private Inc. | History | Added to | 5,771 | 380 | 0.08% | 0.06% | 143 | +1,836 | 46.66% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 5,757 | 379 | 0.0% | — | 144 | +5,757 | New | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | No change | 5,576 | 368 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | New | 5,459 | 360 | 0.01% | — | 146 | +5,459 | New | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 5,445 | 359 | 0.0% | 0.0% | 147 | +14 | 0.26% | Q1 2026 | May 14, 2026 |
| SFE Investment Counsel | History | No change | 5,375 | 354 | 0.06% | 0.06% | 148 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 5,328 | 351 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Brooklyn Investment Group | History | New | 5,213 | 344 | 0.01% | — | 151 | +5,213 | New | Q1 2026 | Apr 29, 2026 |
| NorthRock Partners, LLC | History | Added to | 5,218 | 344 | 0.01% | 0.01% | 150 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| Ledyard National Bank | History | Reduced | 5,151 | 339 | 0.03% | 0.03% | 152 | -244 | -4.52% | Q1 2026 | Apr 24, 2026 |
| Boston Trust Walden Corp | History | No change | 5,045 | 332 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 4,979 | 328 | 0.11% | 0.17% | 154 | +7 | 0.14% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,760 | 314 | 0.0% | 0.0% | 155 | +114 | 2.45% | Q1 2026 | May 08, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 4,696 | 309 | 0.13% | 0.13% | 156 | +61 | 1.32% | Q1 2026 | Apr 24, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 4,649 | 306 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 4,480 | 295 | 0.07% | 0.08% | 158 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Strategic Blueprint, LLC | History | New | 4,405 | 290 | 0.02% | — | 159 | +4,405 | New | Q1 2026 | Apr 29, 2026 |
| AlphaCore Capital LLC | History | Reduced | 4,341 | 286 | 0.01% | 0.01% | 160 | -1,152 | -20.97% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,288 | 283 | 0.0% | 0.0% | 161 | +56 | 1.32% | Q1 2026 | May 13, 2026 |
| Joule Financial, LLC | History | New | 4,287 | 282 | 0.08% | — | 163 | +4,287 | New | Q1 2026 | Apr 14, 2026 |
| TAGStone Capital, Inc. | History | Added to | 4,273 | 282 | 0.1% | 0.11% | 162 | +11 | 0.26% | Q1 2026 | May 11, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 4,257 | 280 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 4,197 | 277 | 0.02% | 0.03% | 165 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,140 | 273 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 4,095 | 270 | 0.12% | 0.13% | 167 | -7 | -0.17% | Q1 2026 | Apr 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 4,010 | 264 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 3,995 | 263 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 3,928 | 259 | 0.03% | 0.03% | 170 | +1 | 0.03% | Q1 2026 | Apr 16, 2026 |
| Bouchey Financial Group Ltd | History | No change | 3,745 | 257 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 3,670 | 254 | 0.07% | 0.07% | 172 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BetterWealth, LLC | History | New | 3,756 | 247 | 0.05% | — | 175 | +3,756 | New | Q1 2026 | Apr 24, 2026 |
| Russell Investments Group, Ltd. | History | New | 3,748 | 247 | 0.0% | — | 174 | +3,748 | New | Q1 2026 | May 08, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 3,747 | 247 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | No change | 3,607 | 238 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wright Wealth LLC | History | No change | 3,583 | 236 | 0.16% | 0.16% | 177 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 3,571 | 235 | 0.01% | 0.04% | 178 | -5,457 | -60.45% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 3,289 | 217 | 0.0% | — | 179 | +3,289 | New | Q1 2026 | May 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 3,204 | 211 | 0.06% | 0.07% | 180 | -258 | -7.45% | Q1 2026 | May 14, 2026 |
| Weil Company, Inc. | History | Reduced | 3,166 | 208 | 0.05% | 0.09% | 181 | -2,308 | -42.16% | Q1 2026 | Apr 15, 2026 |
| GDS Wealth Management | History | No change | 3,124 | 206 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Colonial Trust Advisors | History | No change | 3,064 | 202 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 3,058 | 201 | 0.01% | 0.01% | 184 | +1 | 0.03% | Q1 2026 | May 19, 2026 |
| AE Wealth Management LLC | History | Added to | 2,584 | 170 | 0.0% | 0.0% | 185 | +1,112 | 75.54% | Q1 2026 | May 13, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 2,571 | 169 | 0.26% | — | 186 | +2,571 | New | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Reduced | 2,496 | 164 | 0.0% | 0.0% | 187 | -138,314 | -98.23% | Q1 2026 | May 13, 2026 |
| Goodman Advisory Group, LLC | History | No change | 2,304 | 152 | 0.04% | 0.04% | 188 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Morse Asset Management, Inc | History | Reduced | 2,250 | 148 | 0.03% | 0.03% | 189 | -190 | -7.79% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,191 | 144 | 0.0% | 0.01% | 190 | +6 | 0.27% | Q1 2026 | May 15, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 2,114 | 139 | 0.07% | 0.07% | 191 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,654 | 109 | 0.0% | 0.0% | 192 | +1,145 | 224.95% | Q1 2026 | May 14, 2026 |
| Holos Integrated Wealth LLC | History | New | 1,600 | 106 | 0.05% | — | 194 | +1,600 | New | Q1 2026 | Apr 08, 2026 |
| JNBA Financial Advisors | History | No change | 1,615 | 106 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,527 | 100 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,385 | 91 | 0.0% | 0.0% | 196 | -292 | -17.41% | Q1 2026 | May 04, 2026 |
| Avion Wealth | History | No change | 1,266 | 83 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,196 | 78 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Reduced | 1,087 | 71 | 0.0% | 0.0% | 199 | -8 | -0.73% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,033 | 68 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 974 | 64 | 0.0% | — | 201 | +974 | New | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 959 | 63 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MidFirst Bank | History | New | 929 | 61 | 0.01% | — | 203 | +929 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 870 | 57 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | No change | 860 | 56 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Timmons Wealth Management, LLC | History | No change | 810 | 53 | 0.05% | 0.06% | 206 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 633 | 41 | 0.0% | 0.0% | 207 | -198 | -23.83% | Q1 2026 | May 08, 2026 |
| Integrity Financial Corp /WA | History | Added to | 595 | 39 | 0.02% | 0.02% | 208 | +1 | 0.17% | Q1 2026 | May 14, 2026 |
| Avalon Trust Co | History | No change | 580 | 38 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 584 | 38 | 0.02% | 0.01% | 210 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 550 | 36 | 0.0% | 0.0% | 211 | -34 | -5.82% | Q1 2026 | May 13, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 550 | 36 | 0.03% | 0.04% | 212 | +2 | 0.36% | Q1 2026 | Apr 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 477 | 31 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 452 | 29 | 0.0% | — | 214 | +452 | New | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 26,305 | 28 | 0.0% | 0.0% | 215 | +10,544 | 66.9% | Q1 2026 | May 15, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 420 | 27 | 0.01% | 0.02% | 216 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 362 | 23 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 339 | 22 | 0.0% | 0.0% | 219 | -2,424 | -87.73% | Q1 2026 | Apr 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 342 | 22 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | No change | 336 | 22 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ORG Partners LLC | History | No change | 319 | 22 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 334 | 22 | 0.0% | 0.01% | 222 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Caldwell Trust Co | History | No change | 335 | 22 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ascentis Independent Advisors | History | New | 320 | 21 | 0.0% | — | 225 | +320 | New | Q1 2026 | Apr 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 321 | 21 | 0.01% | 0.01% | 224 | +1 | 0.31% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 323 | 20 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JDM Financial Group LLC | History | New | 289 | 19 | 0.01% | — | 228 | +289 | New | Q1 2026 | May 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 300 | 19 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 264 | 18 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | No change | 285 | 18 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | New | 264 | 17 | 0.0% | — | 232 | +264 | New | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 261 | 17 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 210 | 13 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Key Capital Management, INC | History | No change | 202 | 13 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | No change | 193 | 12 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 150 | 10 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | New | 134 | 8 | 0.0% | — | 238 | +134 | New | Q1 2026 | Apr 14, 2026 |
| MATHER GROUP, LLC. | History | New | 126 | 8 | 0.0% | — | 239 | +126 | New | Q1 2026 | Apr 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 135 | 8 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Stephens Consulting, LLC | History | No change | 89 | 6 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Realta Investment Advisors | History | Reduced | 53 | 3 | 0.0% | 0.0% | 242 | -91 | -63.19% | Q1 2026 | Apr 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 50 | 3 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 35 | 2 | 0.0% | — | 244 | +35 | New | Q1 2026 | May 12, 2026 |
| Cheviot Value Management, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 28 | 1 | 0.0% | — | 245 | +28 | New | Q1 2026 | May 11, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 6.47% | — | -655,275 | -100.0% | Q1 2026 | Apr 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -136,800 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -48,389 | -100.0% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,974 | -100.0% | Q1 2026 | May 12, 2026 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 1.45% | — | -24,744 | -100.0% | Q1 2026 | May 06, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,436 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,598 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Gilbert Capital Group, Inc. | History | Closed out | 0 | 0 | — | 0.39% | — | -7,504 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -5,467 | -100.0% | Q1 2026 | May 15, 2026 |
| Columbus Macro, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,143 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,028 | -100.0% | Q1 2026 | May 04, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,360 | -100.0% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -3,203 | -100.0% | Q1 2026 | May 15, 2026 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -24 | -70.59% | Q1 2026 | May 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |