iSHARES TRUST - QUAL
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.
Showing first 300 of
1,739 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 18,079,589 | 3,467,845 | 0.18% | 0.18% | 1 | +502,387 | 2.86% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 17,774,161 | 3,409,261 | 0.91% | 0.99% | 2 | +1,038,079 | 6.2% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 16,156,372 | 3,098,953 | 0.82% | 0.88% | 3 | -19,728 | -0.12% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 9,065,644 | 1,738,881 | 0.1% | 0.11% | 4 | +96,284 | 1.07% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,741,641 | 1,676,734 | 0.12% | 0.09% | 5 | +2,357,971 | 36.94% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,138,151 | 1,177,358 | 0.68% | 0.7% | 6 | -307,440 | -4.77% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,422,601 | 1,040,147 | 0.24% | 0.18% | 7 | +1,466,964 | 37.09% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,184,791 | 780,422 | 0.05% | 0.06% | 8 | -266,275 | -5.98% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 4,000,492 | 767,334 | 1.08% | 1.02% | 9 | +472,802 | 13.4% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,969,187 | 761,329 | 0.14% | 0.15% | 10 | -149,506 | -3.63% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 3,772,843 | 723,669 | 0.11% | 0.12% | 11 | +54,781 | 1.47% | Q1 2026 | May 05, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 3,292,676 | 631,568 | 13.61% | 13.37% | 12 | +242,123 | 7.94% | Q1 2026 | Apr 07, 2026 |
| BlackRock, Inc. | History | Added to | 3,116,380 | 597,752 | 0.01% | 0.01% | 13 | +10,921 | 0.35% | Q1 2026 | May 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,965,946 | 568,898 | 9.86% | 10.44% | 14 | +77,846 | 2.7% | Q1 2026 | May 07, 2026 |
| M&T BANK CORP | History | Reduced | 2,855,781 | 547,767 | 1.87% | 1.99% | 15 | -259,037 | -8.32% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,694,660 | 516,862 | 5.91% | 6.06% | 16 | -7,094 | -0.26% | Q1 2026 | Apr 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 2,522,985 | 483,933 | 1.77% | 1.89% | 17 | -137,826 | -5.18% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Wealth | History | Added to | 2,400,332 | 461,270 | 0.51% | 0.54% | 18 | +13,376 | 0.56% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,902,886 | 364,992 | 0.11% | 0.12% | 19 | -66,593 | -3.38% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,900,969 | 364,624 | 0.22% | 0.25% | 20 | -87,097 | -4.38% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Reduced | 1,889,343 | 362,394 | 0.95% | 1.21% | 21 | -356,585 | -15.88% | Q1 2026 | May 14, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 1,846,285 | 354,139 | 10.27% | 0.38% | 22 | +1,780,967 | 2726.61% | Q1 2026 | Apr 22, 2026 |
| Haverford Trust Co | History | Added to | 1,777,971 | 341,032 | 3.12% | 3.05% | 23 | +57,696 | 3.35% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,777,079 | 340,861 | 0.06% | 0.06% | 24 | +49,616 | 2.87% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,766,694 | 338,869 | 5.86% | 6.24% | 25 | +2,269 | 0.13% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,632,084 | 313,055 | 0.29% | 0.28% | 26 | +39,312 | 2.47% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 1,574,045 | 301,917 | 0.32% | 0.33% | 27 | +43,742 | 2.86% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,500,554 | 287,821 | 0.04% | 0.05% | 28 | -53,962 | -3.47% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,417,664 | 271,922 | 0.75% | 0.9% | 29 | -433,005 | -23.4% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,349,671 | 258,884 | 0.27% | 0.28% | 30 | +48,918 | 3.76% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,340,055 | 257,036 | 0.36% | 0.36% | 31 | -15,272 | -1.13% | Q1 2026 | Apr 27, 2026 |
| Wharton Business Group, LLC | History | Reduced | 1,201,810 | 230,519 | 8.71% | 9.08% | 32 | -464 | -0.04% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,161,409 | 222,769 | 0.33% | 0.34% | 33 | -207,969 | -15.19% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,110,105 | 212,929 | 2.62% | 2.76% | 34 | +33,275 | 3.09% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,101,752 | 211,327 | 1.65% | 1.83% | 35 | +16,599 | 1.53% | Q1 2026 | Apr 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,014,939 | 194,675 | 1.08% | 0.76% | 36 | -78,552 | -7.18% | Q1 2026 | Apr 29, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 985,890 | 189,103 | 7.92% | 8.84% | 37 | -37,897 | -3.7% | Q1 2026 | Apr 30, 2026 |
| Kestra Investment Management, LLC | History | Added to | 930,665 | 178,510 | 3.08% | 3.98% | 38 | +111,879 | 13.66% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 865,213 | 165,957 | 0.41% | 0.39% | 39 | +18,526 | 2.19% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 856,096 | 164,207 | 0.03% | 0.03% | 40 | +70,330 | 8.95% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 807,579 | 155,075 | 0.23% | 0.25% | 41 | -59,734 | -6.89% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Reduced | 797,152 | 152,901 | 1.62% | 1.76% | 42 | -40,238 | -4.81% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 785,050 | 150,580 | 1.2% | 1.24% | 43 | +260,443 | 49.65% | Q1 2026 | May 15, 2026 |
| SNS Financial Group, LLC | History | Added to | 780,349 | 149,678 | 12.9% | 12.98% | 44 | +21,513 | 2.83% | Q1 2026 | Apr 14, 2026 |
| Foster Group, Inc. | History | Added to | 750,295 | 143,914 | 4.28% | 4.32% | 45 | +30,570 | 4.25% | Q1 2026 | Apr 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 691,130 | 132,565 | 1.3% | 1.27% | 46 | +40,940 | 6.3% | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | Added to | 665,712 | 127,893 | 0.63% | 0.63% | 47 | +56,076 | 9.2% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 654,854 | 125,606 | 0.15% | 0.16% | 48 | -32,245 | -4.69% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 643,262 | 122,996 | 0.18% | 0.18% | 49 | -21,105 | -3.18% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 619,423 | 118,839 | 0.73% | 0.69% | 50 | +38,799 | 6.68% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 605,588 | 116,157 | 0.7% | 0.73% | 51 | +5,890 | 0.98% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 604,311 | 115,912 | 0.63% | 0.62% | 52 | +36,521 | 6.43% | Q1 2026 | May 05, 2026 |
| Unison Advisors LLC | History | Added to | 603,217 | 115,703 | 8.78% | 6.48% | 53 | +229,969 | 61.61% | Q1 2026 | Apr 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 597,656 | 114,636 | 1.42% | 1.4% | 54 | +61,633 | 11.5% | Q1 2026 | May 11, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 577,602 | 110,789 | 7.75% | 5.92% | 55 | +15,612 | 2.78% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 536,934 | 102,989 | 0.5% | 0.62% | 56 | -11,069 | -2.02% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 517,330 | 102,741 | 0.66% | 0.62% | 57 | +58,813 | 12.83% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 502,976 | 96,475 | 0.78% | 0.79% | 58 | +14,362 | 2.94% | Q1 2026 | May 01, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 502,864 | 96,454 | 10.86% | 11.79% | 59 | -4,887 | -0.96% | Q1 2026 | Apr 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 501,905 | 96,270 | 0.72% | 0.74% | 60 | +35,961 | 7.72% | Q1 2026 | Apr 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 460,653 | 91,494 | 4.43% | 4.33% | 61 | -2,617 | -0.56% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 461,725 | 88,564 | 0.23% | 0.27% | 62 | -47,182 | -9.27% | Q1 2026 | Apr 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 459,443 | 88,125 | 1.02% | 1.17% | 63 | -23,571 | -4.88% | Q1 2026 | May 08, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 454,044 | 87,526 | 1.5% | 2.1% | 64 | -126,735 | -21.82% | Q1 2026 | May 14, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 455,785 | 87,424 | 4.03% | 4.98% | 65 | -92,790 | -16.91% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 443,371 | 85,042 | 0.32% | 0.6% | 66 | -284,213 | -39.06% | Q1 2026 | Apr 30, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 429,470 | 82,376 | 1.06% | 1.09% | 67 | +2,325 | 0.54% | Q1 2026 | Apr 21, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 424,179 | 81,361 | 1.84% | 1.93% | 68 | +3,642 | 0.87% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 432,898 | 81,082 | 0.04% | 0.04% | 69 | +75,575 | 21.15% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 411,517 | 78,933 | 0.01% | 0.03% | 70 | -697,447 | -62.89% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 404,816 | 77,647 | 0.36% | 0.37% | 71 | +4,412 | 1.1% | Q1 2026 | Apr 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 402,442 | 77,168 | 0.13% | 0.15% | 72 | -1,306 | -0.32% | Q1 2026 | May 14, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 402,172 | 77,140 | 3.41% | 3.76% | 73 | -50,433 | -11.14% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 401,444 | 77,001 | 0.14% | 0.14% | 74 | +5,279 | 1.33% | Q1 2026 | May 14, 2026 |
| JB Capital LLC | History | Added to | 371,144 | 71,189 | 2.88% | 2.91% | 75 | +11,901 | 3.31% | Q1 2026 | Apr 27, 2026 |
| AdvisorShares Investments LLC | History | New | 365,784 | 70,161 | 12.79% | — | 76 | +365,784 | New | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 348,994 | 66,940 | 0.35% | 0.05% | 77 | +316,548 | 975.61% | Q1 2026 | May 15, 2026 |
| SACHEM HILL LLC | History | Reduced | 346,003 | 66,366 | 12.86% | 13.41% | 78 | -1,399 | -0.4% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 339,751 | 65,167 | 0.28% | 0.31% | 79 | -36,101 | -9.61% | Q1 2026 | May 15, 2026 |
| Valence8 US LP | History | Reduced | 337,336 | 64,704 | 22.62% | 21.37% | 80 | -25,767 | -7.1% | Q1 2026 | May 15, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 324,549 | 62,251 | 0.33% | 0.24% | 81 | +79,500 | 32.44% | Q1 2026 | May 04, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 320,607 | 61,495 | 3.8% | 3.86% | 82 | +523 | 0.16% | Q1 2026 | Apr 29, 2026 |
| Horizon Investments, LLC | History | Added to | 319,994 | 61,378 | 0.69% | 0.76% | 83 | +16,294 | 5.37% | Q1 2026 | May 14, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 312,815 | 60,001 | 6.03% | 5.71% | 84 | +26,032 | 9.08% | Q1 2026 | May 15, 2026 |
| LANDAAS & CO /WI /ADV | History | Reduced | 308,026 | 59,082 | 12.96% | 13.62% | 85 | -3,688 | -1.18% | Q1 2026 | Apr 30, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 304,132 | 58,335 | 1.39% | 1.82% | 86 | -86,030 | -22.05% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Reduced | 301,971 | 57,921 | 0.31% | 0.37% | 87 | -22,515 | -6.94% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 300,753 | 57,687 | 0.79% | 1.17% | 88 | -108,798 | -26.57% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 289,121 | 55,456 | 0.28% | 0.31% | 89 | +291 | 0.1% | Q1 2026 | May 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 288,758 | 55,386 | 0.21% | — | 90 | +288,758 | New | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 283,133 | 54,307 | 3.71% | 3.85% | 91 | +1,466 | 0.52% | Q1 2026 | Apr 21, 2026 |
| Baron Wealth Management LLC | History | Reduced | 280,742 | 53,849 | 16.1% | 17.42% | 92 | -3,847 | -1.35% | Q1 2026 | Apr 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 274,217 | 52,967 | 0.11% | 0.09% | 93 | -70,605 | -20.48% | Q1 2026 | Apr 08, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 268,182 | 51,439 | 0.75% | 0.95% | 94 | -48,297 | -15.26% | Q1 2026 | Apr 09, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 266,639 | 51,144 | 0.83% | 0.9% | 95 | +5,380 | 2.06% | Q1 2026 | Apr 22, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 265,068 | 50,842 | 2.26% | 2.36% | 96 | +1,414 | 0.54% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 264,512 | 50,507 | 0.1% | 0.09% | 97 | +1,384 | 0.53% | Q1 2026 | May 01, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 249,841 | 47,922 | 21.4% | 14.08% | 98 | +9,850 | 4.1% | Q1 2026 | Apr 09, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 249,681 | 47,891 | 1.03% | 1.01% | 99 | +37,080 | 17.44% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 249,681 | 47,891 | 0.89% | 0.87% | 100 | +37,080 | 17.44% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 242,921 | 46,594 | 0.07% | 0.08% | 101 | -400 | -0.16% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 236,306 | 45,325 | 2.79% | 3.08% | 102 | +6,073 | 2.64% | Q1 2026 | Apr 28, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 227,662 | 43,667 | 8.71% | 9.55% | 103 | -1,220 | -0.53% | Q1 2026 | Apr 01, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 217,142 | 43,128 | 0.2% | 0.2% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | Added to | 211,450 | 40,558 | 1.78% | 0.0% | 105 | +211,036 | 50974.88% | Q1 2026 | May 11, 2026 |
| Wealth Group Ltd | History | Added to | 209,617 | 40,206 | 9.16% | 9.06% | 106 | +5,725 | 2.81% | Q1 2026 | Apr 10, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 207,760 | 39,850 | 0.93% | 1.05% | 107 | -10,768 | -4.93% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 206,606 | 39,629 | 0.01% | 0.0% | 108 | +204,430 | 9394.76% | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | Reduced | 206,216 | 39,554 | 0.94% | 0.93% | 109 | -3,324 | -1.59% | Q1 2026 | May 15, 2026 |
| SlateStone Wealth, LLC | History | Added to | 202,654 | 38,871 | 3.2% | 3.24% | 110 | +7,766 | 3.98% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 201,135 | 38,772 | 0.37% | 0.44% | 111 | -7,432 | -3.56% | Q1 2026 | Apr 07, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 197,629 | 37,907 | 0.35% | 0.96% | 112 | -187,280 | -48.66% | Q1 2026 | May 06, 2026 |
| Atria Investments, Inc | History | Added to | 197,593 | 37,900 | 0.42% | 0.39% | 113 | +26,956 | 15.8% | Q1 2026 | May 05, 2026 |
| TD Capital Management LLC | History | Reduced | 196,375 | 37,666 | 3.39% | 3.5% | 114 | -2,381 | -1.2% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 195,118 | 37,425 | 0.54% | 0.53% | 115 | +29,608 | 17.89% | Q1 2026 | Apr 10, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 192,031 | 36,833 | 2.36% | 2.46% | 116 | -917 | -0.48% | Q1 2026 | Apr 17, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 190,271 | 36,495 | 4.92% | 4.94% | 117 | -5,597 | -2.86% | Q1 2026 | Apr 08, 2026 |
| Austin Private Wealth, LLC | History | No change | 176,184 | 34,993 | 2.6% | 2.6% | 118 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 182,032 | 34,915 | 0.04% | 0.07% | 119 | -97,527 | -34.89% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 176,633 | 33,879 | 0.79% | 0.46% | 120 | +128,082 | 263.81% | Q1 2026 | Apr 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 175,920 | 33,743 | 1.25% | 1.26% | 121 | +3,549 | 2.06% | Q1 2026 | Apr 20, 2026 |
| CFO4Life Group, LLC | History | Reduced | 175,287 | 33,621 | 5.13% | 4.99% | 122 | -943 | -0.54% | Q1 2026 | May 11, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 170,323 | 32,669 | 5.35% | 5.5% | 123 | +5,409 | 3.28% | Q1 2026 | Apr 21, 2026 |
| MA Private Wealth | History | Added to | 169,641 | 32,538 | 5.5% | 5.6% | 124 | +554 | 0.33% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 168,717 | 32,361 | 0.01% | 0.01% | 125 | -315 | -0.19% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 168,631 | 32,345 | 3.68% | 3.76% | 126 | +578 | 0.34% | Q1 2026 | Apr 16, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 168,251 | 32,272 | 4.35% | 4.51% | 127 | -853 | -0.5% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 155,322 | 31,959 | 2.08% | 1.89% | 128 | +12,580 | 8.81% | Q1 2026 | May 12, 2026 |
| Symmetry Partners, LLC | History | Added to | 165,209 | 31,688 | 1.81% | 1.82% | 129 | +10,051 | 6.48% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 164,348 | 31,523 | 0.04% | 0.04% | 130 | +6,389 | 4.04% | Q1 2026 | Apr 27, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 163,942 | 31,445 | 0.73% | 0.76% | 131 | +5,421 | 3.42% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 161,547 | 30,986 | 0.34% | 0.13% | 132 | +113,494 | 236.19% | Q1 2026 | May 15, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 159,880 | 30,666 | 2.59% | 2.88% | 133 | -743 | -0.46% | Q1 2026 | Apr 15, 2026 |
| Cardinal Strategic Wealth Guidance | History | Reduced | 155,768 | 29,877 | 7.88% | 8.28% | 134 | -3,665 | -2.3% | Q1 2026 | Apr 20, 2026 |
| Family Manage LLC | History | Reduced | 155,336 | 29,794 | 3.57% | 4.07% | 135 | -6,944 | -4.28% | Q1 2026 | May 15, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 153,714 | 29,483 | 3.98% | 4.06% | 136 | +2,540 | 1.68% | Q1 2026 | Apr 08, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 153,333 | 29,410 | 0.26% | 0.33% | 137 | -14,577 | -8.68% | Q1 2026 | May 14, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 153,029 | 29,352 | 0.47% | 0.49% | 138 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 151,213 | 29,004 | 1.38% | 1.34% | 139 | +3,523 | 2.39% | Q1 2026 | May 18, 2026 |
| Boulder Wealth Advisors, LLC | History | Added to | 150,681 | 28,902 | 11.52% | 12.33% | 140 | +3,785 | 2.58% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 148,864 | 28,553 | 0.22% | 0.21% | 141 | -972 | -0.65% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 147,882 | 28,365 | 0.22% | 0.28% | 142 | -35,906 | -19.54% | Q1 2026 | May 14, 2026 |
| Annandale Capital, LLC | History | Added to | 147,580 | 28,307 | 3.99% | 2.69% | 143 | +33,327 | 29.17% | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 147,113 | 28,217 | 2.09% | 2.27% | 144 | -6,170 | -4.03% | Q1 2026 | Apr 16, 2026 |
| Parallel Advisors, LLC | History | Reduced | 145,994 | 28,003 | 0.5% | 0.6% | 145 | -17,907 | -10.93% | Q1 2026 | May 07, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 143,329 | 27,492 | 1.57% | 1.59% | 146 | +9,666 | 7.23% | Q1 2026 | Apr 09, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 142,886 | 27,406 | 1.33% | 1.52% | 147 | -16,327 | -10.25% | Q1 2026 | May 04, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 139,989 | 26,854 | 3.35% | 4.08% | 148 | -19,323 | -12.13% | Q1 2026 | May 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 139,781 | 26,811 | 1.62% | 1.75% | 149 | -4,171 | -2.9% | Q1 2026 | May 12, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | Added to | 139,516 | 26,761 | 16.25% | 18.95% | 150 | +165 | 0.12% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 138,182 | 26,504 | 0.3% | 0.34% | 151 | -11,042 | -7.4% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 138,005 | 26,470 | 0.05% | 0.01% | 152 | +120,069 | 669.43% | Q1 2026 | May 01, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 137,494 | 26,372 | 1.53% | 1.64% | 153 | -2,437 | -1.74% | Q1 2026 | Apr 29, 2026 |
| CHOREO, LLC | History | Reduced | 136,170 | 26,106 | 0.32% | 0.36% | 154 | -6,162 | -4.33% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 135,582 | 26,005 | 0.02% | 0.01% | 155 | +31,365 | 30.1% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Added to | 134,736 | 25,844 | 0.08% | 0.07% | 156 | +19,327 | 16.75% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 134,311 | 25,762 | 0.19% | 0.14% | 157 | +48,585 | 56.67% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 134,275 | 25,755 | 0.47% | 0.47% | 158 | +2,123 | 1.61% | Q1 2026 | Apr 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 129,233 | 25,668 | 0.01% | 0.02% | 159 | -122,555 | -48.67% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 133,383 | 25,584 | 0.27% | 0.02% | 160 | +129,226 | 3108.64% | Q1 2026 | May 12, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 133,280 | 25,564 | 8.32% | 8.11% | 161 | +492 | 0.37% | Q1 2026 | May 07, 2026 |
| RVW Wealth, LLC | History | Reduced | 131,486 | 25,220 | 1.96% | 2.04% | 162 | -3,159 | -2.35% | Q1 2026 | Apr 08, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 130,394 | 25,010 | 1.18% | 1.2% | 163 | +5,035 | 4.02% | Q1 2026 | May 15, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 130,350 | 25,002 | 2.78% | 3.83% | 164 | -38,846 | -22.96% | Q1 2026 | Apr 28, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 129,739 | 24,885 | 2.72% | 5.56% | 165 | -35,943 | -21.69% | Q1 2026 | May 07, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 127,412 | 24,438 | 2.32% | 2.3% | 166 | +2,258 | 1.8% | Q1 2026 | May 11, 2026 |
| Aventus Investment Advisors, Inc. | History | Added to | 125,907 | 24,150 | 20.43% | 20.25% | 167 | +114 | 0.09% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 121,563 | 24,144 | 0.1% | 0.1% | 168 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 124,776 | 23,933 | 3.79% | 4.73% | 169 | -4,094 | -3.18% | Q1 2026 | Apr 17, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 114,578 | 23,739 | 3.26% | 3.4% | 170 | +1,030 | 0.91% | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | Reduced | 123,637 | 23,714 | 0.33% | 0.6% | 171 | -101,974 | -45.2% | Q1 2026 | May 11, 2026 |
| Client First Capital LLC | History | Reduced | 123,300 | 23,650 | 10.26% | 10.41% | 172 | -1,059 | -0.85% | Q1 2026 | Apr 24, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 121,448 | 23,295 | 0.47% | 0.43% | 173 | +14,824 | 13.9% | Q1 2026 | May 14, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 120,887 | 23,187 | 1.92% | 2.21% | 174 | -737 | -0.61% | Q1 2026 | Apr 20, 2026 |
| Ascent Group, LLC | History | Added to | 119,952 | 23,007 | 0.8% | 0.78% | 175 | +4,852 | 4.22% | Q1 2026 | May 15, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 118,831 | 22,792 | 0.1% | 0.1% | 176 | -2,545 | -2.1% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 117,621 | 22,560 | 0.25% | 0.25% | 177 | +6,494 | 5.84% | Q1 2026 | Apr 20, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 116,774 | 22,398 | 3.62% | 3.94% | 178 | -2,996 | -2.5% | Q1 2026 | May 05, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 115,490 | 22,152 | 0.26% | 0.31% | 179 | -20,617 | -15.15% | Q1 2026 | May 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 115,176 | 22,091 | 2.39% | 2.62% | 180 | -5,431 | -4.5% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 115,088 | 22,075 | 0.02% | 0.01% | 181 | +58,661 | 103.96% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 113,406 | 21,752 | 2.99% | 3.03% | 182 | +2,631 | 2.38% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 111,170 | 21,323 | 0.0% | 0.0% | 183 | +58,081 | 109.4% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 110,632 | 21,220 | 0.31% | 0.33% | 184 | +1,638 | 1.5% | Q1 2026 | May 13, 2026 |
| 360 Financial, Inc. | History | Added to | 109,815 | 21,063 | 6.35% | 6.59% | 185 | +67 | 0.06% | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 109,396 | 20,983 | 0.5% | 0.59% | 186 | -12,215 | -10.04% | Q1 2026 | May 11, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 107,966 | 20,708 | 3.13% | 3.16% | 187 | +2,540 | 2.41% | Q1 2026 | Apr 15, 2026 |
| Financial Partners Group, Inc | History | Added to | 107,247 | 20,571 | 2.46% | 2.44% | 188 | +3,197 | 3.07% | Q1 2026 | Apr 10, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 106,928 | 20,509 | 0.51% | 0.54% | 189 | +2,943 | 2.83% | Q1 2026 | Apr 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 106,709 | 20,467 | 0.79% | 1.21% | 190 | -56,706 | -34.7% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 105,955 | 20,323 | 0.2% | 0.17% | 191 | +36,097 | 51.67% | Q1 2026 | May 13, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 105,698 | 20,273 | 2.82% | 2.91% | 192 | +1,898 | 1.83% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 105,286 | 20,194 | 0.11% | 0.12% | 193 | -3,249 | -2.99% | Q1 2026 | Apr 30, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 104,390 | 20,023 | 2.91% | 2.94% | 194 | -2,787 | -2.6% | Q1 2026 | Apr 23, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 102,610 | 19,909 | 1.2% | 6.43% | 195 | -432,230 | -80.81% | Q1 2026 | Apr 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 103,547 | 19,861 | 0.17% | 0.16% | 196 | -6,123 | -5.58% | Q1 2026 | May 13, 2026 |
| TRB Wealth Management, LLC | History | New | 103,497 | 19,851 | 2.82% | — | 197 | +103,497 | New | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 103,108 | 19,777 | 0.08% | 0.09% | 198 | -1,455 | -1.39% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Added to | 103,071 | 19,770 | 0.04% | 0.01% | 199 | +88,517 | 608.2% | Q1 2026 | May 14, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 102,591 | 19,677 | 1.46% | 1.5% | 200 | -204 | -0.2% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 102,584 | 19,676 | 0.25% | 0.25% | 201 | +2,904 | 2.91% | Q1 2026 | Apr 28, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 101,884 | 19,542 | 0.6% | 0.68% | 202 | -2,918 | -2.78% | Q1 2026 | May 05, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 101,167 | 19,404 | 0.13% | 0.09% | 203 | +9,408 | 10.25% | Q1 2026 | May 07, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 100,847 | 19,343 | 2.03% | 2.48% | 204 | -13,043 | -11.45% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 100,418 | 19,261 | 0.24% | 0.27% | 205 | -7,746 | -7.16% | Q1 2026 | Apr 20, 2026 |
| Brookstone Capital Management | History | Added to | 99,003 | 18,989 | 0.22% | 0.22% | 206 | +91 | 0.09% | Q1 2026 | Apr 16, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 98,780 | 18,946 | 0.1% | 0.11% | 207 | -8,144 | -7.62% | Q1 2026 | Apr 22, 2026 |
| Weaver Consulting Group | History | Reduced | 98,114 | 18,819 | 4.49% | 4.86% | 208 | -1,990 | -1.99% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 88,289 | 18,268 | 1.26% | 1.39% | 209 | -7,704 | -8.03% | Q1 2026 | Apr 29, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 93,926 | 18,015 | 2.24% | 2.3% | 210 | -982 | -1.03% | Q1 2026 | Apr 21, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 92,247 | 17,693 | 6.5% | 6.9% | 211 | -2,132 | -2.26% | Q1 2026 | Apr 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 91,300 | 17,512 | 0.01% | 0.11% | 212 | -317,500 | -77.67% | Q1 2026 | May 15, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 91,166 | 17,486 | 5.93% | 8.45% | 213 | -31,604 | -25.74% | Q1 2026 | May 04, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 90,570 | 17,372 | 1.81% | 1.9% | 214 | -1,306 | -1.42% | Q1 2026 | May 04, 2026 |
| Keebeck Wealth Management | History | Reduced | 90,452 | 17,349 | 1.95% | 2.09% | 215 | -522 | -0.57% | Q1 2026 | May 14, 2026 |
| KWB Wealth | History | Reduced | 83,553 | 16,595 | 1.64% | 1.59% | 216 | -1,141 | -1.35% | Q1 2026 | Apr 08, 2026 |
| Stone House Investment Management, LLC | History | Added to | 86,137 | 16,521 | 2.96% | 2.6% | 217 | +1,889 | 2.24% | Q1 2026 | Apr 22, 2026 |
| HUB Investment Partners, LLC | History | Added to | 85,757 | 16,449 | 0.39% | 0.41% | 219 | +5,982 | 7.5% | Q1 2026 | May 15, 2026 |
| Detalus Advisors, LLC | History | Added to | 85,759 | 16,449 | 3.76% | 4.09% | 218 | +1,236 | 1.46% | Q1 2026 | Apr 22, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 85,062 | 16,315 | 1.98% | 1.99% | 220 | +2,068 | 2.49% | Q1 2026 | Apr 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 83,362 | 15,989 | 0.61% | 0.61% | 221 | -1,460 | -1.72% | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | Reduced | 77,243 | 15,983 | 0.24% | 0.31% | 222 | -2,559 | -3.21% | Q1 2026 | Apr 20, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 83,308 | 15,979 | 0.13% | 0.14% | 223 | -3,856 | -4.42% | Q1 2026 | May 01, 2026 |
| Elevated Financial Group LLC | History | Added to | 83,080 | 15,935 | 5.18% | 5.68% | 224 | +411 | 0.5% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 82,597 | 15,842 | 0.59% | 0.53% | 225 | +12,117 | 17.19% | Q1 2026 | May 14, 2026 |
| Well Done, LLC | History | Reduced | 82,502 | 15,824 | 2.32% | 2.67% | 226 | -7,356 | -8.19% | Q1 2026 | Apr 14, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 82,208 | 15,768 | 1.07% | 1.03% | 227 | +5,444 | 7.09% | Q1 2026 | May 15, 2026 |
| Community Financial Services Group, LLC | History | Reduced | 81,442 | 15,699 | 2.76% | 3.0% | 228 | -742 | -0.9% | Q1 2026 | Apr 08, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 81,569 | 15,645 | 8.65% | 8.69% | 229 | -1,084 | -1.31% | Q1 2026 | May 04, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 81,085 | 15,553 | 2.43% | 2.59% | 230 | -1,464 | -1.77% | Q1 2026 | Apr 17, 2026 |
| Lutz Financial Services LLC | History | Added to | 80,906 | 15,518 | 1.04% | 1.04% | 231 | +3,605 | 4.66% | Q1 2026 | May 04, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 80,277 | 15,397 | 2.9% | 3.21% | 232 | -4,966 | -5.83% | Q1 2026 | Apr 13, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 80,236 | 15,390 | 1.31% | 2.12% | 233 | -46,479 | -36.68% | Q1 2026 | May 05, 2026 |
| Sovran Advisors, LLC | History | Added to | 74,060 | 15,348 | 1.2% | 1.23% | 234 | +3,104 | 4.37% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 76,928 | 15,279 | 0.27% | 0.27% | 235 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 73,225 | 15,184 | 3.24% | 3.22% | 236 | +2,618 | 3.71% | Q1 2026 | May 01, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 78,789 | 15,112 | 2.13% | 2.19% | 237 | -904 | -1.13% | Q1 2026 | Apr 15, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Reduced | 78,410 | 15,039 | 2.84% | 3.25% | 238 | -6,163 | -7.29% | Q1 2026 | May 07, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 77,824 | 14,927 | 0.54% | 0.76% | 239 | -32,099 | -29.2% | Q1 2026 | Apr 14, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 77,806 | 14,923 | 5.21% | 7.25% | 240 | -31,568 | -28.86% | Q1 2026 | Apr 20, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | No change | 77,200 | 14,807 | 0.54% | 0.47% | 241 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 76,659 | 14,703 | 2.05% | 2.08% | 242 | +1,246 | 1.65% | Q1 2026 | Apr 24, 2026 |
| High Falls Advisors, Inc | History | No change | 73,422 | 14,583 | 2.95% | 2.95% | 243 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 75,357 | 14,454 | 0.01% | 0.01% | 244 | +1,758 | 2.39% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 74,632 | 14,315 | 0.02% | 0.03% | 245 | +9,262 | 14.17% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 69,346 | 14,268 | 0.25% | 0.42% | 246 | +24,763 | 55.54% | Q1 2026 | May 01, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 72,150 | 13,839 | 0.25% | 0.28% | 247 | -153,598 | -68.04% | Q1 2026 | May 07, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 72,145 | 13,838 | 2.65% | 2.69% | 248 | +1,407 | 1.99% | Q1 2026 | May 01, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 71,720 | 13,756 | 1.54% | 2.17% | 249 | -23,490 | -24.67% | Q1 2026 | Apr 10, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 71,553 | 13,724 | 6.44% | 6.57% | 250 | -6,110 | -7.87% | Q1 2026 | Apr 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 70,884 | 13,596 | 0.07% | 0.06% | 251 | +14,746 | 26.27% | Q1 2026 | May 13, 2026 |
| Wealth Quarterback LLC | History | Added to | 70,827 | 13,585 | 5.35% | 5.03% | 252 | +437 | 0.62% | Q1 2026 | Apr 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 70,730 | 13,566 | 0.01% | 0.01% | 253 | +14,155 | 25.02% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | New | 70,319 | 13,487 | 0.48% | — | 254 | +70,319 | New | Q1 2026 | May 14, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 70,239 | 13,472 | 3.72% | 3.83% | 255 | +1,487 | 2.16% | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | Reduced | 69,362 | 13,304 | 0.32% | 0.3% | 256 | -1,708 | -2.4% | Q1 2026 | May 11, 2026 |
| Trek Financial, LLC | History | Added to | 69,242 | 13,281 | 0.7% | 0.74% | 257 | +4,697 | 7.28% | Q1 2026 | May 13, 2026 |
| J. Mark Nickell & Co. | History | Reduced | 69,011 | 13,237 | 13.73% | 15.58% | 258 | -15,958 | -18.78% | Q1 2026 | May 15, 2026 |
| Stonebrook Private Inc. | History | Reduced | 68,150 | 13,071 | 2.78% | 2.84% | 259 | -151 | -0.22% | Q1 2026 | May 11, 2026 |
| SOL Capital Management CO | History | Added to | 75,732 | 12,829 | 6.23% | 0.88% | 260 | +26,615 | 54.19% | Q1 2026 | Apr 24, 2026 |
| CGN Advisors LLC | History | Reduced | 66,609 | 12,776 | 1.01% | 1.06% | 261 | -853 | -1.26% | Q1 2026 | Apr 13, 2026 |
| Scissortail Wealth Management, LLC | History | Reduced | 66,255 | 12,708 | 2.55% | 3.68% | 262 | -14,894 | -18.35% | Q1 2026 | Apr 23, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 65,084 | 12,483 | 2.22% | 2.5% | 263 | -1,444 | -2.17% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | Added to | 65,065 | 12,480 | 0.2% | 0.21% | 264 | +433 | 0.67% | Q1 2026 | Apr 27, 2026 |
| PAX Financial Group, LLC | History | Added to | 65,003 | 12,468 | 2.13% | 2.05% | 265 | +5,138 | 8.58% | Q1 2026 | Apr 27, 2026 |
| Kelly Financial Services LLC | History | Reduced | 64,776 | 12,382 | 2.99% | 3.27% | 266 | -933 | -1.42% | Q1 2026 | Apr 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 64,367 | 12,346 | 0.0% | 0.0% | 267 | +23,660 | 58.12% | Q1 2026 | May 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 62,631 | 12,013 | 1.19% | 1.14% | 268 | +4,226 | 7.24% | Q1 2026 | May 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 61,102 | 11,719 | 2.47% | 2.45% | 269 | +2,622 | 4.48% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 60,915 | 11,684 | 0.24% | 0.38% | 270 | -25,422 | -29.45% | Q1 2026 | Apr 13, 2026 |
| Csenge Advisory Group | History | Reduced | 60,554 | 11,614 | 0.53% | 0.55% | 271 | -121 | -0.2% | Q1 2026 | Apr 30, 2026 |
| GSG Advisors LLC | History | Added to | 60,496 | 11,603 | 3.01% | 2.97% | 272 | +2,648 | 4.58% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 57,506 | 11,421 | 0.22% | 0.22% | 273 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 59,395 | 11,392 | 2.38% | 0.77% | 274 | +42,169 | 244.8% | Q1 2026 | May 05, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 59,240 | 11,362 | 5.31% | 5.59% | 275 | +530 | 0.9% | Q1 2026 | Apr 24, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 58,980 | 11,313 | 3.49% | 3.6% | 276 | -1,097 | -1.83% | Q1 2026 | Apr 13, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 58,889 | 11,295 | 1.74% | 1.89% | 277 | -1,553 | -2.57% | Q1 2026 | Apr 29, 2026 |
| 5T Wealth, LLC | History | Reduced | 58,681 | 11,255 | 4.45% | 4.68% | 278 | -356 | -0.6% | Q1 2026 | Apr 13, 2026 |
| Keystone Financial Services | History | Reduced | 58,521 | 11,224 | 3.29% | 6.37% | 279 | -47,698 | -44.91% | Q1 2026 | May 06, 2026 |
| Kovack Advisors, Inc. | History | Added to | 58,822 | 11,200 | 0.6% | 0.29% | 280 | +27,192 | 85.97% | Q1 2026 | May 12, 2026 |
| Vident Advisory, LLC | History | Added to | 58,205 | 11,164 | 0.1% | 0.08% | 281 | +11,467 | 24.53% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 57,825 | 11,091 | 0.81% | 0.76% | 282 | +3,400 | 6.25% | Q1 2026 | May 05, 2026 |
| StrongBox Wealth, LLC | History | Added to | 57,322 | 10,995 | 3.52% | 3.47% | 283 | +4,115 | 7.73% | Q1 2026 | May 08, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 57,085 | 10,949 | 1.91% | 1.88% | 284 | -9,171 | -13.84% | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | Added to | 56,988 | 10,930 | 1.8% | 1.8% | 285 | +209 | 0.37% | Q1 2026 | Apr 16, 2026 |
| ERn Financial, LLC | History | Added to | 56,975 | 10,928 | 2.05% | 2.13% | 286 | +17 | 0.03% | Q1 2026 | Apr 24, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 56,302 | 10,799 | 1.03% | 1.01% | 287 | +1,263 | 2.29% | Q1 2026 | Apr 16, 2026 |
| Trilogy Capital Inc. | History | Reduced | 56,090 | 10,758 | 0.47% | 0.53% | 288 | -4,057 | -6.75% | Q1 2026 | Apr 21, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 56,017 | 10,744 | 1.42% | 1.37% | 289 | +2,971 | 5.6% | Q1 2026 | Apr 27, 2026 |
| Balentine LLC | History | Reduced | 55,482 | 10,641 | 0.43% | 0.44% | 290 | -2,821 | -4.84% | Q1 2026 | Apr 24, 2026 |
| Moment Partners, LLC | History | Reduced | 55,469 | 10,639 | 1.9% | 2.47% | 291 | -4,921 | -8.15% | Q1 2026 | May 04, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 55,295 | 10,606 | 1.22% | 0.99% | 292 | +10,389 | 23.13% | Q1 2026 | Apr 24, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 55,297 | 10,606 | 0.58% | 0.57% | 293 | +625 | 1.14% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 55,159 | 10,580 | 0.13% | 0.11% | 294 | +17,863 | 47.9% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 54,982 | 10,546 | 0.59% | 0.65% | 295 | +27,578 | 100.63% | Q1 2026 | Apr 22, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 54,921 | 10,534 | 0.02% | 0.0% | 296 | +51,874 | 1702.46% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 54,766 | 10,504 | 0.41% | 0.38% | 297 | +37,523 | 217.61% | Q1 2026 | May 15, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 54,738 | 10,499 | 3.39% | 3.66% | 298 | -855 | -1.54% | Q1 2026 | May 01, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 54,694 | 10,490 | 0.71% | 0.52% | 299 | +16,285 | 42.4% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 54,310 | 10,417 | 0.29% | 0.36% | 300 | -7,407 | -12.0% | Q1 2026 | May 13, 2026 |