iSHARES TRUST - SMLF
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 | 3,836,442 | 289,613 | 13.78% | 13.98% | 1 | +25,602 | 0.67% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,968,821 | 224,116 | 0.04% | 0.03% | 2 | +639,878 | 27.48% | Q1 2026 | May 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,584,398 | 195,096 | 0.03% | 0.0% | 3 | +2,159,510 | 508.25% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,986,402 | 150,031 | 0.03% | 0.04% | 4 | -421,736 | -17.51% | Q1 2026 | May 15, 2026 |
| Advance Capital Management, Inc. | History | New | 1,545,786 | 116,691 | 4.42% | — | 5 | +1,545,786 | New | Q1 2026 | Apr 29, 2026 |
| LPL Financial LLC | History | Added to | 1,544,842 | 116,620 | 0.03% | 0.03% | 6 | +156,301 | 11.26% | Q1 2026 | May 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,334,635 | 100,751 | 1.2% | 1.12% | 7 | +123,234 | 10.17% | Q1 2026 | May 01, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,002,137 | 75,651 | 0.01% | 0.01% | 8 | -712,222 | -41.54% | Q1 2026 | May 15, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 979,045 | 73,908 | 3.27% | 3.26% | 9 | +10,415 | 1.08% | Q1 2026 | Apr 09, 2026 |
| FMR LLC | History | Added to | 782,568 | 59,076 | 0.0% | 0.0% | 10 | +361,369 | 85.8% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 753,749 | 56,900 | 0.06% | 0.05% | 11 | +88,667 | 13.33% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 733,974 | 55,811 | 0.96% | 0.69% | 12 | +228,292 | 45.15% | Q1 2026 | May 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 667,125 | 50,361 | 0.43% | 0.4% | 13 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 591,028 | 44,618 | 0.05% | 0.05% | 14 | +28,885 | 5.14% | Q1 2026 | May 05, 2026 |
| Annex Advisory Services, LLC | History | New | 560,961 | 42,346 | 0.79% | — | 15 | +560,961 | New | Q1 2026 | Apr 16, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 523,190 | 39,495 | 4.43% | 3.99% | 16 | +6,050 | 1.17% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 471,147 | 39,251 | 5.24% | 5.33% | 17 | +37,561 | 8.66% | Q1 2026 | May 06, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 479,209 | 36,175 | 2.92% | 2.92% | 18 | +11,204 | 2.39% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Reduced | 439,803 | 33,200 | 0.0% | 0.0% | 19 | -29,801 | -6.35% | Q1 2026 | May 13, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 432,829 | 32,674 | 3.39% | 3.38% | 20 | -5,223 | -1.19% | Q1 2026 | Apr 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 393,318 | 29,691 | 0.01% | 0.01% | 21 | +105,104 | 36.47% | Q1 2026 | May 14, 2026 |
| Pacific Center for Financial Services | History | Reduced | 378,287 | 28,556 | 7.24% | 7.56% | 22 | -20,432 | -5.12% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 378,209 | 28,551 | 0.07% | 0.07% | 23 | +31,477 | 9.08% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 325,311 | 24,557 | 0.03% | 0.02% | 24 | +95,100 | 41.31% | Q1 2026 | Apr 27, 2026 |
| River Wealth Advisors LLC | History | Reduced | 317,974 | 24,003 | 2.76% | 3.03% | 25 | -42,592 | -11.81% | Q1 2026 | May 13, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 304,934 | 23,019 | 3.67% | 4.15% | 26 | +1,168 | 0.38% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 292,422 | 22,074 | 0.01% | 0.01% | 27 | +78,280 | 36.56% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 291,498 | 22,010 | 0.03% | 0.03% | 28 | +3,485 | 1.21% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 289,889 | 21,951 | 0.02% | 0.03% | 29 | -10,659 | -3.55% | Q1 2026 | May 14, 2026 |
| Fox Financial, Inc | History | Added to | 283,376 | 21,392 | 17.46% | 16.85% | 30 | +1,077 | 0.38% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 274,728 | 20,739 | 0.1% | 0.1% | 31 | +3,240 | 1.19% | Q1 2026 | Apr 24, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 266,288 | 20,102 | 6.16% | 6.0% | 32 | +4,475 | 1.71% | Q1 2026 | Apr 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 260,869 | 19,693 | 0.75% | 0.66% | 33 | +20,969 | 8.74% | Q1 2026 | May 11, 2026 |
| Systelligence, LLC | History | Added to | 217,574 | 16,424 | 3.19% | 2.34% | 34 | +53,416 | 32.54% | Q1 2026 | Apr 21, 2026 |
| MORGAN STANLEY | History | Added to | 214,680 | 16,206 | 0.0% | 0.0% | 35 | +49,302 | 29.81% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 210,410 | 15,883 | 0.0% | 0.0% | 36 | +50,822 | 31.85% | Q1 2026 | May 05, 2026 |
| Family Office Research LLC | History | Added to | 205,416 | 15,506 | 6.74% | 6.3% | 37 | +2,337 | 1.15% | Q1 2026 | May 13, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 189,835 | 14,330 | 1.03% | 0.7% | 38 | +54,829 | 40.61% | Q1 2026 | Apr 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 187,947 | 14,188 | 0.08% | 0.08% | 39 | +40,080 | 27.11% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 180,534 | 13,628 | 0.32% | 0.29% | 40 | +21,710 | 13.67% | Q1 2026 | May 04, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 178,607 | 13,483 | 0.17% | 0.13% | 41 | +36,432 | 25.62% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 166,740 | 12,587 | 0.09% | 0.11% | 42 | -28,177 | -14.46% | Q1 2026 | Apr 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 163,184 | 12,494 | 1.36% | — | 43 | +163,184 | New | Q1 2026 | Apr 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 160,575 | 12,122 | 0.03% | 0.03% | 44 | -4,794 | -2.9% | Q1 2026 | Apr 22, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 151,580 | 11,606 | 6.15% | 7.81% | 45 | -28,857 | -15.99% | Q1 2026 | Apr 08, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 150,336 | 11,348 | 0.32% | 0.31% | 46 | +3,996 | 2.73% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 149,751 | 11,304 | 0.02% | 0.02% | 47 | -14,340 | -8.74% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 147,708 | 11,150 | 0.13% | 0.12% | 48 | +8,860 | 6.38% | Q1 2026 | Apr 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 147,628 | 11,144 | 0.03% | 0.03% | 49 | -9,785 | -6.22% | Q1 2026 | May 04, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 146,252 | 11,040 | 0.59% | 0.66% | 50 | -2,809 | -1.88% | Q1 2026 | Apr 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 135,945 | 10,262 | 0.08% | 0.01% | 51 | +127,641 | 1537.1% | Q1 2026 | May 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 134,722 | 10,170 | 1.23% | 1.34% | 52 | -7,242 | -5.1% | Q1 2026 | Apr 08, 2026 |
| TRB Wealth Management, LLC | History | New | 126,394 | 9,541 | 1.36% | — | 53 | +126,394 | New | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 128,752 | 9,405 | 0.0% | 0.0% | 54 | +2,441 | 1.93% | Q1 2026 | May 13, 2026 |
| Denver PWM, LLC | History | Reduced | 103,774 | 8,708 | 2.99% | 2.98% | 55 | -27,676 | -21.05% | Q1 2026 | May 12, 2026 |
| Weil Company, Inc. | History | Added to | 110,092 | 8,310 | 1.87% | 1.32% | 56 | +33,482 | 43.7% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 105,369 | 7,954 | 0.01% | 0.01% | 57 | +1,587 | 1.53% | Q1 2026 | Apr 27, 2026 |
| FLC Capital Advisors | History | Added to | 103,033 | 7,777 | 1.39% | 1.37% | 58 | +3,854 | 3.89% | Q1 2026 | May 01, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 101,427 | 7,656 | 4.09% | 3.91% | 59 | +7,762 | 8.29% | Q1 2026 | May 01, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 101,749 | 7,618 | 0.59% | 0.59% | 60 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 92,470 | 6,980 | 1.17% | 0.36% | 61 | +63,013 | 213.92% | Q1 2026 | Apr 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 89,691 | 6,771 | 0.05% | 0.03% | 62 | +40,217 | 81.29% | Q1 2026 | Apr 07, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 89,134 | 6,728 | 2.23% | 2.59% | 63 | +352 | 0.4% | Q1 2026 | Apr 17, 2026 |
| DDFG, Inc | History | Added to | 86,319 | 6,516 | 1.4% | 1.4% | 64 | +803 | 0.94% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 85,300 | 6,439 | 0.13% | 0.12% | 65 | +1,931 | 2.32% | Q1 2026 | Apr 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 84,557 | 6,383 | 0.04% | 0.04% | 66 | +1,638 | 1.98% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 79,460 | 5,998 | 0.02% | 0.02% | 67 | +20,893 | 35.67% | Q1 2026 | Apr 30, 2026 |
| GeoWealth Management, LLC | History | Added to | 76,559 | 5,779 | 0.21% | 0.21% | 68 | +2,140 | 2.88% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 76,587 | 5,778 | 0.04% | 0.03% | 69 | +2,645 | 3.58% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 76,349 | 5,771 | 0.01% | 0.01% | 70 | +2,681 | 3.64% | Q1 2026 | May 15, 2026 |
| FMA Wealth Management, LLC | History | Added to | 75,911 | 5,730 | 3.81% | 3.68% | 71 | +79 | 0.1% | Q1 2026 | Apr 14, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 74,585 | 5,630 | 3.0% | 3.05% | 72 | +202 | 0.27% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 71,882 | 5,426 | 0.0% | 0.0% | 73 | +2,352 | 3.38% | Q1 2026 | May 04, 2026 |
| Addison Advisors LLC | History | Reduced | 71,659 | 5,409 | 1.2% | 1.25% | 74 | -2,442 | -3.3% | Q1 2026 | May 08, 2026 |
| GEM Asset Management, LLC | History | Added to | 70,404 | 5,314 | 2.34% | 2.41% | 75 | +636 | 0.91% | Q1 2026 | Apr 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 68,510 | 5,171 | 0.03% | 0.03% | 76 | -3,856 | -5.33% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 68,223 | 5,108 | 0.03% | 0.03% | 77 | +6,298 | 10.17% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 65,494 | 4,980 | 0.05% | 0.06% | 78 | -3,382 | -4.91% | Q1 2026 | Apr 07, 2026 |
| &PARTNERS | History | Added to | 61,804 | 4,668 | 0.02% | 0.01% | 79 | +36,307 | 142.4% | Q1 2026 | May 15, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 59,996 | 4,530 | 1.28% | 1.35% | 80 | -2,460 | -3.94% | Q1 2026 | Apr 30, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 59,707 | 4,507 | 4.45% | 3.96% | 81 | -3,686 | -5.81% | Q1 2026 | May 12, 2026 |
| Santori & Peters, Inc. | History | Added to | 56,726 | 4,282 | 1.33% | 1.44% | 82 | +443 | 0.79% | Q1 2026 | May 07, 2026 |
| Live Oak Investment Partners | History | Added to | 55,200 | 4,167 | 2.46% | 2.49% | 83 | +1,064 | 1.97% | Q1 2026 | Apr 29, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 52,539 | 3,966 | 0.0% | 0.0% | 84 | +3,270 | 6.64% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 51,582 | 3,893 | 0.07% | 0.05% | 85 | +11,128 | 27.51% | Q1 2026 | Apr 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 51,125 | 3,859 | 0.23% | 0.19% | 86 | +8,331 | 19.47% | Q1 2026 | May 12, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 49,295 | 3,721 | 0.57% | 0.43% | 87 | +13,438 | 37.48% | Q1 2026 | May 06, 2026 |
| Apollon Financial, LLC | History | Reduced | 48,548 | 3,664 | 0.51% | 0.55% | 88 | -2,394 | -4.7% | Q1 2026 | Apr 22, 2026 |
| Williams Financial, LLC | History | Reduced | 48,526 | 3,663 | 2.13% | 2.11% | 89 | -129 | -0.27% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Added to | 48,367 | 3,651 | 0.0% | 0.0% | 90 | +2,659 | 5.82% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 47,223 | 3,565 | 0.01% | 0.04% | 91 | -247,371 | -83.97% | Q1 2026 | May 01, 2026 |
| NOVEM GROUP | History | Reduced | 47,175 | 3,561 | 0.41% | 0.41% | 92 | -635 | -1.33% | Q1 2026 | Apr 10, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 44,812 | 3,382 | 1.37% | 1.41% | 93 | -3,233 | -6.73% | Q1 2026 | Apr 24, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 42,316 | 3,194 | 0.37% | 0.09% | 94 | +31,445 | 289.26% | Q1 2026 | May 06, 2026 |
| Capital Analysts, LLC | History | Reduced | 38,051 | 2,873 | 0.08% | 0.09% | 95 | -6,231 | -14.07% | Q1 2026 | May 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 37,342 | 2,818 | 0.2% | 0.19% | 96 | -2,375 | -5.98% | Q1 2026 | Apr 16, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 36,573 | 2,760 | 0.21% | 0.2% | 97 | +87 | 0.24% | Q1 2026 | May 13, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 34,167 | 2,579 | 2.17% | 2.3% | 98 | -1,748 | -4.87% | Q1 2026 | Apr 22, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 33,065 | 2,496 | 0.33% | 0.36% | 99 | -4,466 | -11.9% | Q1 2026 | Apr 23, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 30,437 | 2,279 | 2.89% | — | 100 | +30,437 | New | Q1 2026 | May 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 30,106 | 2,272 | 0.03% | 0.03% | 101 | +545 | 1.84% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 29,500 | 2,226 | 0.1% | 0.1% | 102 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Elevate Capital Advisors, LLC | History | Added to | 29,477 | 2,225 | 1.44% | 0.43% | 103 | +20,768 | 238.47% | Q1 2026 | Apr 23, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 28,510 | 2,152 | 0.24% | 0.34% | 104 | -12,442 | -30.38% | Q1 2026 | Apr 15, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 27,957 | 2,142 | 2.05% | 2.01% | 105 | -193 | -0.69% | Q1 2026 | May 15, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 28,136 | 2,123 | 1.71% | 1.26% | 106 | +6,597 | 30.63% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | New | 27,133 | 2,048 | 0.22% | — | 107 | +27,133 | New | Q1 2026 | Apr 24, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 22,813 | 1,900 | 0.43% | 0.38% | 108 | +3,418 | 17.62% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 24,969 | 1,884 | 0.03% | 0.02% | 109 | +6,958 | 38.63% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 24,299 | 1,834 | 0.05% | — | 110 | +24,299 | New | Q1 2026 | Apr 29, 2026 |
| Meridian Wealth Management, LLC | History | New | 23,901 | 1,804 | 0.06% | — | 111 | +23,901 | New | Q1 2026 | May 06, 2026 |
| Frontier Asset Management, LLC | History | New | 23,836 | 1,799 | 0.38% | — | 112 | +23,836 | New | Q1 2026 | May 06, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 23,526 | 1,776 | 0.47% | 0.54% | 113 | -1,863 | -7.34% | Q1 2026 | May 11, 2026 |
| Signal Advisors Wealth, LLC | History | New | 23,268 | 1,756 | 0.12% | — | 115 | +23,268 | New | Q1 2026 | Apr 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 23,266 | 1,756 | 0.09% | 0.09% | 114 | +457 | 2.0% | Q1 2026 | Apr 13, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 23,027 | 1,738 | 0.51% | 0.52% | 116 | +24 | 0.1% | Q1 2026 | May 04, 2026 |
| Axiom Financial Strategies, LLC | History | Added to | 22,741 | 1,716 | 0.6% | 0.32% | 117 | +12,553 | 123.21% | Q1 2026 | Apr 21, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 22,531 | 1,700 | 0.06% | 0.06% | 118 | -3,582 | -13.72% | Q1 2026 | Apr 21, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 22,314 | 1,684 | 0.97% | 0.98% | 119 | +361 | 1.64% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | No change | 21,170 | 1,663 | 0.05% | 0.06% | 120 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 21,816 | 1,646 | 1.72% | 1.61% | 121 | +638 | 3.01% | Q1 2026 | May 12, 2026 |
| Wharton Business Group, LLC | History | Reduced | 21,700 | 1,638 | 0.06% | 0.06% | 122 | -30 | -0.14% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 21,270 | 1,605 | 0.0% | 0.0% | 123 | -315 | -1.46% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 21,049 | 1,604 | 0.0% | 0.0% | 124 | -7,066 | -25.13% | Q1 2026 | Apr 08, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 20,525 | 1,549 | 0.22% | 0.22% | 125 | +2,561 | 14.26% | Q1 2026 | May 08, 2026 |
| Westover Capital Advisors, LLC | History | Reduced | 19,885 | 1,501 | 0.28% | 0.27% | 126 | -84 | -0.42% | Q1 2026 | May 05, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | Added to | 19,637 | 1,482 | 1.24% | 1.22% | 127 | +257 | 1.33% | Q1 2026 | May 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 18,587 | 1,403 | 0.05% | 0.03% | 128 | +26 | 0.14% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Reduced | 17,880 | 1,349 | 0.0% | 0.0% | 129 | -3,893 | -17.88% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | No change | 16,792 | 1,267 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 14,529 | 1,096 | 0.01% | 0.01% | 131 | +727 | 5.27% | Q1 2026 | May 12, 2026 |
| Plancorp, LLC | History | Reduced | 13,293 | 1,042 | 0.03% | 0.03% | 132 | -1,833 | -12.12% | Q1 2026 | Apr 14, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 13,119 | 990 | 0.18% | 0.16% | 133 | +585 | 4.67% | Q1 2026 | May 11, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 12,397 | 935 | 0.12% | 0.12% | 134 | +1,046 | 9.22% | Q1 2026 | May 11, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 12,367 | 933 | 0.45% | 0.53% | 135 | -2,984 | -19.44% | Q1 2026 | Apr 27, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 12,103 | 913 | 0.34% | 0.34% | 136 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vantage Financial Partners, LLC | History | No change | 12,034 | 901 | 0.18% | 0.18% | 137 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 11,833 | 893 | 0.0% | 0.0% | 138 | -5,010 | -29.75% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,774 | 881 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Redwood Financial Network Corp | History | Added to | 11,549 | 871 | 0.57% | 0.5% | 140 | +1,119 | 10.73% | Q1 2026 | May 14, 2026 |
| Cassilly Financial Group LLC | History | Added to | 11,514 | 869 | 0.75% | 0.75% | 141 | +127 | 1.12% | Q1 2026 | Apr 10, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 11,466 | 865 | 0.04% | 0.04% | 142 | +1,529 | 15.39% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,276 | 851 | 0.0% | 0.0% | 143 | -37,604 | -76.93% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 10,830 | 817 | 0.02% | 0.02% | 144 | +1,797 | 19.89% | Q1 2026 | May 04, 2026 |
| Thayer Financial, L.L.C. | History | Added to | 10,575 | 798 | 0.81% | 0.8% | 145 | +448 | 4.42% | Q1 2026 | Apr 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 10,359 | 782 | 0.01% | 0.01% | 146 | +175 | 1.72% | Q1 2026 | May 01, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 9,996 | 755 | 0.09% | 0.08% | 147 | +911 | 10.03% | Q1 2026 | Apr 16, 2026 |
| WASHINGTON TRUST Co | History | No change | 9,989 | 754 | 0.03% | 0.02% | 148 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 9,900 | 747 | 0.01% | — | 149 | +9,900 | New | Q1 2026 | May 11, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 9,559 | 722 | 0.04% | 0.04% | 150 | -640 | -6.28% | Q1 2026 | Apr 21, 2026 |
| BAM Wealth Management, LLC | History | New | 9,435 | 712 | 0.53% | — | 151 | +9,435 | New | Q1 2026 | Apr 17, 2026 |
| RHS Financial, LLC | History | Added to | 9,015 | 680 | 0.32% | 0.27% | 152 | +1,659 | 22.55% | Q1 2026 | Apr 28, 2026 |
| Park Place Capital Corp | History | Added to | 8,932 | 674 | 0.14% | 0.14% | 153 | +23 | 0.26% | Q1 2026 | Apr 09, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 8,805 | 664 | 0.24% | 0.26% | 154 | -865 | -8.95% | Q1 2026 | Apr 22, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 8,405 | 639 | 0.37% | 0.42% | 155 | -15 | -0.18% | Q1 2026 | Apr 14, 2026 |
| Creative Planning | History | Added to | 8,186 | 617 | 0.0% | 0.0% | 156 | +1 | 0.01% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | New | 7,910 | 597 | 0.01% | — | 157 | +7,910 | New | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 7,225 | 545 | 0.0% | 0.0% | 158 | +2 | 0.03% | Q1 2026 | May 01, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 6,681 | 504 | 0.0% | 0.0% | 159 | +4 | 0.06% | Q1 2026 | May 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 6,635 | 500 | 0.02% | 0.02% | 160 | +52 | 0.79% | Q1 2026 | May 07, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 6,598 | 498 | 0.53% | 0.88% | 161 | -13,473 | -67.13% | Q1 2026 | Apr 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 6,367 | 480 | 0.0% | 0.0% | 162 | +786 | 14.08% | Q1 2026 | May 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 6,287 | 474 | 0.02% | 0.02% | 163 | -300 | -4.55% | Q1 2026 | May 12, 2026 |
| Ascentis Independent Advisors | History | Reduced | 6,172 | 465 | 0.04% | 0.08% | 164 | -418 | -6.34% | Q1 2026 | Apr 28, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 6,021 | 454 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 5,970 | 450 | 0.0% | — | 166 | +5,970 | New | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 5,881 | 443 | 0.05% | 0.05% | 167 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 5,640 | 425 | 0.1% | 0.06% | 168 | +2,180 | 63.01% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 5,616 | 423 | 0.01% | 0.01% | 169 | +580 | 11.52% | Q1 2026 | Apr 22, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 5,424 | 409 | 0.01% | 0.01% | 170 | -520 | -8.75% | Q1 2026 | Apr 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 5,373 | 405 | 0.0% | 0.0% | 171 | -538 | -9.1% | Q1 2026 | May 14, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 5,252 | 396 | 0.18% | 0.18% | 172 | -2 | -0.04% | Q1 2026 | Apr 27, 2026 |
| Members Trust Co | History | No change | 5,149 | 388 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 5,077 | 383 | 0.03% | 0.06% | 174 | -4,633 | -47.71% | Q1 2026 | May 05, 2026 |
| Veridan Wealth LLC | History | Added to | 4,940 | 372 | 0.14% | 0.09% | 175 | +1,342 | 37.3% | Q1 2026 | May 15, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 4,859 | 366 | 0.26% | 0.21% | 176 | +1,107 | 29.5% | Q1 2026 | May 19, 2026 |
| Capital Square, LLC | History | Added to | 4,413 | 362 | 0.17% | 0.12% | 177 | +1,129 | 34.38% | Q1 2026 | May 11, 2026 |
| Procyon Advisors, LLC | History | New | 4,750 | 358 | 0.02% | — | 178 | +4,750 | New | Q1 2026 | May 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 4,691 | 354 | 0.01% | 0.01% | 179 | +643 | 15.88% | Q1 2026 | Apr 08, 2026 |
| Lewis Asset Management, LLC | History | New | 4,637 | 350 | 0.14% | — | 180 | +4,637 | New | Q1 2026 | Apr 21, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 4,555 | 343 | 0.03% | 0.03% | 181 | -20 | -0.44% | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 4,533 | 342 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 4,490 | 339 | 0.24% | 0.22% | 183 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CHOREO, LLC | History | Reduced | 4,394 | 331 | 0.0% | 0.0% | 184 | -136 | -3.0% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 4,364 | 326 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 4,200 | 317 | 0.0% | 0.0% | 186 | +1,001 | 31.29% | Q1 2026 | May 15, 2026 |
| Harborfront Financial Group LLC | History | No change | 4,066 | 304 | 2.26% | 2.26% | 187 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,974 | 299 | 0.0% | 0.0% | 188 | +3,855 | 3239.5% | Q1 2026 | May 01, 2026 |
| NewEdge Wealth, LLC | History | New | 3,851 | 290 | 0.0% | — | 189 | +3,851 | New | Q1 2026 | May 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 3,796 | 286 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tranquility Partners, LLC | History | Reduced | 3,759 | 283 | 0.11% | 0.11% | 191 | -165 | -4.2% | Q1 2026 | Apr 20, 2026 |
| ProVise Management Group, LLC | History | Added to | 3,745 | 282 | 0.02% | 0.02% | 192 | +736 | 24.46% | Q1 2026 | May 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 3,749 | 282 | 0.0% | 0.01% | 193 | +176 | 4.93% | Q1 2026 | May 18, 2026 |
| RMR Wealth Builders | History | Reduced | 3,705 | 279 | 0.02% | 0.02% | 194 | -122 | -3.19% | Q1 2026 | Apr 22, 2026 |
| Compound Planning, Inc. | History | New | 3,613 | 272 | 0.01% | — | 196 | +3,613 | New | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,613 | 272 | 0.0% | 0.0% | 195 | +13 | 0.36% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | New | 3,516 | 265 | 0.0% | — | 198 | +3,516 | New | Q1 2026 | May 12, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 3,513 | 265 | 0.03% | 0.03% | 197 | -491 | -12.26% | Q1 2026 | Apr 08, 2026 |
| KDK Private Wealth Management, LLC | History | No change | 3,503 | 264 | 0.24% | 0.23% | 199 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,436 | 259 | 0.0% | 0.0% | 200 | -813 | -19.13% | Q1 2026 | May 11, 2026 |
| TAGStone Capital, Inc. | History | New | 3,392 | 256 | 0.09% | — | 201 | +3,392 | New | Q1 2026 | May 11, 2026 |
| GWN SECURITIES INC. | History | Added to | 3,330 | 251 | 0.05% | 0.05% | 202 | +239 | 7.73% | Q1 2026 | May 14, 2026 |
| Facet Wealth, Inc. | History | Added to | 3,255 | 245 | 0.0% | 0.0% | 203 | +574 | 21.41% | Q1 2026 | May 07, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 3,208 | 242 | 0.01% | — | 206 | +3,208 | New | Q1 2026 | May 14, 2026 |
| Colonial Trust Advisors | History | Reduced | 3,208 | 242 | 0.02% | 0.02% | 204 | -15 | -0.47% | Q1 2026 | May 12, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 3,207 | 242 | 0.07% | 0.07% | 205 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 3,079 | 232 | 0.14% | 0.15% | 207 | -418 | -11.95% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | New | 3,057 | 230 | 0.02% | — | 208 | +3,057 | New | Q1 2026 | May 08, 2026 |
| Belvedere Trading LLC | History | New | 3,035 | 229 | 0.0% | — | 209 | +3,035 | New | Q1 2026 | May 12, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 2,959 | 223 | 0.06% | 2.36% | 210 | -97,112 | -97.04% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 2,892 | 218 | 0.0% | — | 211 | +2,892 | New | Q1 2026 | May 15, 2026 |
| Cadence Bank | History | No change | 2,892 | 216 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Western Financial Corp/CA | History | New | 2,785 | 210 | 0.08% | — | 213 | +2,785 | New | Q1 2026 | Apr 22, 2026 |
| Edge Financial Advisors LLC | History | No change | 2,731 | 204 | 0.09% | 0.09% | 214 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 2,685 | 202 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CENTRAL TRUST Co | History | Reduced | 1,991 | 150 | 0.0% | 0.0% | 216 | -635 | -24.18% | Q1 2026 | Apr 17, 2026 |
| Mosley Wealth Management | History | New | 1,707 | 126 | 0.06% | — | 217 | +1,707 | New | Q1 2026 | Apr 27, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 1,667 | 125 | 0.02% | 0.03% | 218 | -652 | -28.12% | Q1 2026 | Apr 17, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,487 | 112 | 0.01% | 0.01% | 219 | -198 | -11.75% | Q1 2026 | Apr 30, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,462 | 110 | 0.08% | 0.07% | 220 | +3 | 0.21% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,375 | 103 | 0.0% | 0.0% | 221 | +447 | 48.17% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,290 | 97 | 0.0% | 0.0% | 223 | -2,416 | -65.19% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,291 | 97 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | No change | 1,001 | 75 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SYM FINANCIAL Corp | History | Added to | 929 | 70 | 0.01% | 0.01% | 225 | +114 | 13.99% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 862 | 65 | 0.0% | 0.0% | 226 | +586 | 212.32% | Q1 2026 | May 01, 2026 |
| Arax Advisory Partners | History | Reduced | 847 | 63 | 0.0% | 0.01% | 228 | -1,862 | -68.73% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 842 | 63 | 0.0% | 0.0% | 227 | -73 | -7.98% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 768 | 57 | 0.0% | 0.0% | 229 | +1 | 0.13% | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | Reduced | 750 | 56 | 0.01% | 0.01% | 230 | -100 | -11.76% | Q1 2026 | May 12, 2026 |
| MGB Wealth Management, LLC | History | No change | 752 | 56 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 656 | 53 | 0.07% | 0.09% | 232 | -251 | -27.67% | Q1 2026 | Apr 29, 2026 |
| Western Wealth Management, LLC | History | New | 622 | 46 | 0.0% | — | 233 | +622 | New | Q1 2026 | May 19, 2026 |
| MAI Capital Management | History | No change | 602 | 45 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 577 | 43 | 0.0% | 0.0% | 235 | +377 | 188.5% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 548 | 41 | 0.0% | 0.01% | 236 | -1,558 | -73.98% | Q1 2026 | Apr 17, 2026 |
| Morse Asset Management, Inc | History | No change | 550 | 41 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 537 | 40 | 0.0% | 0.0% | 238 | +1 | 0.19% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 518 | 39 | 0.0% | 0.0% | 239 | -9 | -1.71% | Q1 2026 | Apr 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 503 | 37 | 0.01% | 0.01% | 240 | +1 | 0.2% | Q1 2026 | May 11, 2026 |
| Glassman Wealth Services | History | No change | 485 | 36 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 426 | 32 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 420 | 31 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Arlington Trust Co LLC | History | No change | 378 | 28 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Abound Wealth Management | History | Added to | 356 | 26 | 0.01% | 0.01% | 245 | +1 | 0.28% | Q1 2026 | Apr 10, 2026 |
| VANGUARD ADVISERS INC | History | New | 341 | 25 | 0.0% | — | 246 | +341 | New | Q1 2026 | May 08, 2026 |
| PITTENGER & ANDERSON INC | History | New | 326 | 24 | 0.0% | — | 247 | +326 | New | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 273 | 20 | 0.0% | 0.0% | 248 | -757 | -73.5% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Added to | 242 | 18 | 0.0% | 0.0% | 249 | +90 | 59.21% | Q1 2026 | May 13, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 250 | 18 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | No change | 234 | 17 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Millstone Evans Group, LLC | History | No change | 212 | 16 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | New | 200 | 15 | 0.0% | — | 255 | +200 | New | Q1 2026 | Apr 06, 2026 |
| Parallel Advisors, LLC | History | No change | 208 | 15 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 201 | 15 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| EASTERN BANK | History | No change | 188 | 14 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HOWE & RUSLING INC | History | No change | 185 | 13 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 180 | 13 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 120 | 9 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Motiv8 Investments LLC | History | No change | 107 | 8 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 99 | 7 | 0.0% | 0.0% | 262 | -334 | -77.14% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | No change | 96 | 7 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 96 | 7 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 78 | 6 | 0.0% | — | 267 | +78 | New | Q1 2026 | May 01, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 88 | 6 | 0.0% | 0.0% | 266 | -75 | -46.01% | Q1 2026 | May 01, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 80 | 6 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 83 | 6 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 77 | 5 | 0.0% | — | 270 | +77 | New | Q1 2026 | May 08, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 72 | 5 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sound Income Strategies, LLC | History | No change | 78 | 5 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 57 | 4 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 51 | 3 | 0.0% | 0.0% | 272 | +25 | 96.15% | Q1 2026 | May 08, 2026 |
| AlphaCore Capital LLC | History | No change | 48 | 3 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Costello Asset Management, INC | History | No change | 41 | 3 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 36 | 2 | 0.0% | 0.0% | 276 | +21 | 140.0% | Q1 2026 | Apr 07, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.75% | — | -289,911 | -100.0% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -237,289 | -100.0% | Q1 2026 | May 11, 2026 |
| Seneca House Advisors | History | Closed out | 0 | 0 | — | 2.76% | — | -98,374 | -100.0% | Q1 2026 | May 01, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -51,600 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,960 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,490 | -100.0% | Q1 2026 | May 01, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,925 | -100.0% | Q1 2026 | Apr 29, 2026 |
| J.M. Arbour, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -7,763 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -5,438 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -5,270 | -100.0% | Q1 2026 | Apr 16, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,890 | -100.0% | Q1 2026 | May 12, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,583 | -100.0% | Q1 2026 | May 06, 2026 |
| S.A. Mason LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,465 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,190 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -983 | -100.0% | Q1 2026 | May 11, 2026 |
| Mendota Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -158 | -100.0% | Q1 2026 | Apr 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 8 | 0 | — | 0.0% | — | -148 | -94.87% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q1 2026 | May 01, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 13, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 15, 2026 |