iSHARES TRUST - SUB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,534,007 | 1,121,871 | 0.08% | 0.06% | 1 | +2,207,656 | 26.51% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,196,615 | 979,439 | 1.45% | 1.38% | 2 | +707,341 | 8.33% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 5,916,664 | 630,124 | 0.04% | 0.04% | 3 | +242,803 | 4.28% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 4,932,802 | 525,343 | 0.1% | 0.1% | 4 | -213,833 | -4.15% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 2,914,733 | 310,419 | 0.05% | 0.02% | 5 | +1,735,648 | 147.2% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 2,904,852 | 309,366 | 0.21% | 0.21% | 6 | +91,413 | 3.25% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 2,860,129 | 304,605 | 0.28% | 0.29% | 7 | +62,303 | 2.23% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,542,535 | 164,279 | 0.1% | 0.09% | 8 | +154,190 | 11.11% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Added to | 1,453,960 | 154,846 | 0.07% | 0.07% | 9 | +61,202 | 4.39% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,296,728 | 138,101 | 0.24% | 0.25% | 10 | +44,293 | 3.54% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,281,043 | 136,431 | 0.03% | 0.03% | 11 | +10,964 | 0.86% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,048,462 | 111,712 | 0.03% | 0.02% | 12 | +22,358 | 2.18% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | Reduced | 1,047,584 | 111,567 | 1.19% | 2.26% | 13 | -500,160 | -32.32% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 1,037,196 | 110,461 | 0.03% | 0.03% | 14 | +3,734 | 0.36% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Added to | 883,807 | 94,125 | 0.11% | 0.11% | 15 | +9,896 | 1.13% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 861,391 | 91,738 | 0.02% | 0.02% | 16 | +166,906 | 24.03% | Q1 2026 | May 04, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 817,913 | 87,107 | 0.33% | — | 17 | +817,913 | New | Q1 2026 | May 12, 2026 |
| Robinhood Asset Management, LLC | History | Reduced | 755,267 | 80,435 | 5.83% | 6.53% | 18 | -12,368 | -1.61% | Q1 2026 | Apr 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 711,088 | 76,307 | 6.81% | 6.26% | 19 | +47,826 | 7.21% | Q1 2026 | May 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 679,490 | 72,365 | 0.27% | 0.24% | 20 | +4,675 | 0.69% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 634,187 | 67,540 | 0.02% | 0.02% | 21 | +112,522 | 21.57% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 632,784 | 67,391 | 0.03% | 0.02% | 22 | -29,843 | -4.5% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 603,574 | 64,256 | 0.0% | 0.0% | 23 | -37,085 | -5.79% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 593,545 | 63,970 | 0.07% | 0.07% | 24 | +45,926 | 8.39% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 596,499 | 63,527 | 0.26% | 0.26% | 25 | -4,236 | -0.71% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 587,359 | 62,554 | 0.01% | 0.01% | 26 | +46,381 | 8.57% | Q1 2026 | May 15, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 541,010 | 57,617 | 8.72% | 8.51% | 27 | +16,792 | 3.2% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 540,109 | 57,521 | 0.08% | 0.09% | 28 | -74,482 | -12.12% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Added to | 518,240 | 55,192 | 0.08% | 0.07% | 29 | +41,150 | 8.63% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 476,766 | 50,775 | 0.06% | 0.07% | 30 | -53,640 | -10.11% | Q1 2026 | May 14, 2026 |
| Truepoint, Inc. | History | Added to | 448,765 | 47,793 | 1.07% | 1.02% | 31 | +23,082 | 5.42% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 443,715 | 47,255 | 0.01% | 0.01% | 32 | +89,635 | 25.31% | Q1 2026 | May 11, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 434,108 | 46,232 | 0.78% | 0.9% | 33 | -73,894 | -14.55% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 421,239 | 44,863 | 0.05% | 0.06% | 34 | -75,672 | -15.23% | Q1 2026 | May 05, 2026 |
| Apella Capital, LLC | History | Added to | 418,476 | 44,655 | 0.66% | 0.87% | 35 | +7,417 | 1.8% | Q1 2026 | Apr 20, 2026 |
| WIT, LLC | History | No change | 418,588 | 44,579 | 0.84% | 0.9% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 404,443 | 43,073 | 0.0% | 0.01% | 37 | -21,887 | -5.13% | Q1 2026 | May 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 387,522 | 41,270 | 0.32% | — | 38 | +387,522 | New | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 385,215 | 41,025 | 0.22% | 0.26% | 39 | +40,376 | 11.71% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 372,808 | 39,704 | 0.01% | 0.0% | 40 | +259,044 | 227.7% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 366,914 | 39,076 | 0.33% | 0.27% | 41 | +17,269 | 4.94% | Q1 2026 | May 13, 2026 |
| DGS Capital Management, LLC | History | Reduced | 330,165 | 35,162 | 5.77% | 6.15% | 42 | -7,053 | -2.09% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Added to | 327,556 | 34,884 | 0.04% | 0.03% | 43 | +67,261 | 25.84% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 308,233 | 32,826 | 0.06% | 0.06% | 44 | +15,284 | 5.22% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 298,813 | 31,823 | 0.03% | 0.03% | 45 | -16,829 | -5.33% | Q1 2026 | May 12, 2026 |
| RMR Wealth Builders | History | Added to | 294,637 | 31,378 | 2.47% | 2.46% | 46 | +6,599 | 2.29% | Q1 2026 | Apr 22, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 283,043 | 30,144 | 1.76% | 1.89% | 47 | -4,768 | -1.66% | Q1 2026 | Apr 23, 2026 |
| Gross & Hartman Investments LLC | History | Added to | 276,655 | 29,463 | 15.32% | 16.77% | 48 | +857 | 0.31% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Added to | 275,400 | 29,330 | 0.35% | 0.31% | 49 | +22,778 | 9.02% | Q1 2026 | May 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 271,256 | 28,888 | 0.5% | 0.51% | 50 | +9,826 | 3.76% | Q1 2026 | Apr 20, 2026 |
| Glenview Trust Co | History | Added to | 263,159 | 28,026 | 0.44% | 0.22% | 51 | +132,497 | 101.4% | Q1 2026 | May 08, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 262,352 | 27,940 | 0.47% | 0.5% | 52 | -19,234 | -6.83% | Q1 2026 | Apr 21, 2026 |
| Bear Mountain Capital, Inc. | History | New | 258,958 | 27,641 | 8.31% | — | 53 | +258,958 | New | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 259,354 | 27,621 | 0.38% | 0.38% | 54 | -3,147 | -1.2% | Q1 2026 | May 01, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 259,110 | 27,595 | 1.87% | 1.94% | 55 | -2,443 | -0.93% | Q1 2026 | Apr 29, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 251,628 | 26,798 | 0.13% | 0.14% | 56 | +6,281 | 2.56% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 249,190 | 26,580 | 0.04% | — | 57 | +249,190 | New | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 241,506 | 25,720 | 0.19% | 0.14% | 58 | +83,028 | 52.39% | Q1 2026 | Apr 15, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 233,904 | 24,910 | 0.76% | 0.63% | 59 | +33,344 | 16.63% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 231,380 | 24,641 | 0.05% | 0.0% | 60 | +228,780 | 8799.23% | Q1 2026 | May 01, 2026 |
| Safe Harbor Family Capital, LLC | History | Added to | 231,281 | 24,631 | 19.27% | 21.64% | 61 | +475 | 0.21% | Q1 2026 | May 12, 2026 |
| LVW Advisors, LLC | History | Added to | 230,341 | 24,531 | 2.34% | 2.35% | 62 | +12,689 | 5.83% | Q1 2026 | Apr 20, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 225,669 | 24,078 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 222,273 | 23,672 | 0.89% | 0.63% | 64 | +63,079 | 39.62% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 213,298 | 22,699 | 0.01% | 0.01% | 65 | +77,097 | 56.61% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 210,257 | 22,394 | 0.03% | 0.04% | 66 | -52,033 | -19.84% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 197,700 | 21,055 | 0.21% | 0.21% | 67 | +3,774 | 1.95% | Q1 2026 | Apr 13, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 195,954 | 20,869 | 2.19% | 2.2% | 68 | +7,309 | 3.87% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 197,812 | 20,638 | 0.04% | 0.04% | 69 | -66,842 | -25.26% | Q1 2026 | Apr 08, 2026 |
| Carnegie Investment Counsel | History | Reduced | 190,620 | 20,301 | 0.4% | 0.39% | 70 | -5,272 | -2.69% | Q1 2026 | May 01, 2026 |
| Ascent Group, LLC | History | Added to | 187,832 | 20,004 | 0.69% | 0.64% | 71 | +11,487 | 6.51% | Q1 2026 | May 15, 2026 |
| Members Trust Co | History | Added to | 187,268 | 19,944 | 0.66% | 0.63% | 72 | +7,479 | 4.16% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | Reduced | 186,835 | 19,898 | 0.04% | 0.04% | 73 | -12,587 | -6.31% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 179,558 | 19,122 | 0.89% | 0.83% | 74 | +24,968 | 16.15% | Q1 2026 | Apr 06, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 175,251 | 18,672 | 2.6% | 2.68% | 75 | +970 | 0.56% | Q1 2026 | Apr 13, 2026 |
| BAILARD, INC. | History | Reduced | 174,632 | 18,598 | 0.43% | 0.47% | 76 | -24,896 | -12.48% | Q1 2026 | May 11, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 173,848 | 18,514 | 0.47% | 0.48% | 77 | -1,157 | -0.66% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Added to | 171,415 | 18,255 | 0.5% | 0.54% | 78 | +3,333 | 1.98% | Q1 2026 | May 12, 2026 |
| Ellevest, Inc. | History | Added to | 164,434 | 17,512 | 2.44% | 2.35% | 79 | +5,224 | 3.28% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 156,602 | 16,709 | 0.07% | 0.07% | 80 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 155,398 | 16,549 | 4.25% | 4.21% | 81 | +5,364 | 3.58% | Q1 2026 | Apr 09, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 149,522 | 15,924 | 0.33% | 0.3% | 82 | +17,310 | 13.09% | Q1 2026 | Apr 27, 2026 |
| Dakota Wealth Management | History | Added to | 147,820 | 15,742 | 0.34% | 0.27% | 83 | +3,187 | 2.2% | Q1 2026 | May 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 147,013 | 15,656 | 0.18% | 0.19% | 84 | +336 | 0.23% | Q1 2026 | May 08, 2026 |
| BANK OF HAWAII | History | Reduced | 146,336 | 15,584 | 0.82% | 0.8% | 85 | -5,104 | -3.37% | Q1 2026 | May 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 145,350 | 15,479 | 1.3% | 1.23% | 86 | +8,518 | 6.23% | Q1 2026 | Apr 20, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 145,078 | 15,451 | 0.2% | 0.14% | 87 | +43,599 | 42.96% | Q1 2026 | May 15, 2026 |
| Slow Capital, Inc. | History | Added to | 141,308 | 15,049 | 1.95% | 1.79% | 88 | +989 | 0.7% | Q1 2026 | Apr 24, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 133,231 | 14,183 | 0.44% | 0.39% | 89 | +8,570 | 6.87% | Q1 2026 | May 11, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 130,304 | 13,877 | 1.01% | 1.04% | 90 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 124,842 | 13,295 | 0.15% | 0.14% | 91 | +13,781 | 12.41% | Q1 2026 | Apr 16, 2026 |
| Oak Harvest Investment Services | History | Added to | 124,062 | 13,212 | 1.38% | 1.41% | 92 | +3,245 | 2.69% | Q1 2026 | Apr 22, 2026 |
| Abundance Wealth Counselors | History | Added to | 123,854 | 13,190 | 1.89% | 2.12% | 93 | +6,389 | 5.44% | Q1 2026 | Apr 22, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 123,473 | 13,149 | 0.07% | 0.07% | 94 | +1,234 | 1.01% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 122,001 | 12,993 | 0.03% | 0.03% | 95 | +11,319 | 10.23% | Q1 2026 | Apr 22, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 120,870 | 12,872 | 0.19% | 0.18% | 96 | +1,978 | 1.66% | Q1 2026 | May 05, 2026 |
| Smithfield Trust Co | History | Added to | 119,192 | 12,697 | 0.55% | 0.46% | 97 | +21,362 | 21.84% | Q1 2026 | May 08, 2026 |
| MBL Wealth, LLC | History | Added to | 118,521 | 12,622 | 0.96% | 0.78% | 98 | +26,853 | 29.29% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 116,104 | 12,365 | 0.24% | 0.2% | 99 | +20,455 | 21.39% | Q1 2026 | Apr 14, 2026 |
| Grove Bank & Trust | History | Added to | 115,406 | 12,290 | 1.39% | 1.36% | 100 | +1,706 | 1.5% | Q1 2026 | Apr 08, 2026 |
| Quantinno Capital Management LP | History | Reduced | 114,752 | 12,221 | 0.02% | 0.02% | 101 | -887 | -0.77% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 111,949 | 11,922 | 0.04% | 0.04% | 102 | -6,083 | -5.15% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 111,836 | 11,910 | 0.03% | 0.03% | 103 | -17,154 | -13.3% | Q1 2026 | May 04, 2026 |
| PDS Planning, Inc | History | Added to | 111,837 | 11,910 | 0.79% | 0.71% | 104 | +12,179 | 12.22% | Q1 2026 | Apr 21, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 111,488 | 11,873 | 0.19% | 0.24% | 105 | +594 | 0.54% | Q1 2026 | Apr 21, 2026 |
| TD Capital Management LLC | History | Added to | 111,051 | 11,826 | 1.06% | 1.05% | 106 | +634 | 0.57% | Q1 2026 | May 11, 2026 |
| Quent Capital, LLC | History | Added to | 105,106 | 11,193 | 0.79% | 0.73% | 107 | +10,824 | 11.48% | Q1 2026 | Apr 28, 2026 |
| MidFirst Bank | History | Added to | 103,379 | 11,009 | 0.91% | 0.62% | 108 | +30,395 | 41.65% | Q1 2026 | May 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 103,354 | 11,007 | 1.24% | 1.18% | 109 | +2,445 | 2.42% | Q1 2026 | Apr 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 103,173 | 10,987 | 0.04% | 0.03% | 110 | +30,419 | 41.81% | Q1 2026 | Apr 30, 2026 |
| Partners in Financial Planning | History | Added to | 102,201 | 10,884 | 1.81% | 1.81% | 111 | +1,961 | 1.96% | Q1 2026 | May 11, 2026 |
| Altiora Financial Group, LLC | History | Added to | 102,197 | 10,883 | 1.79% | 1.8% | 112 | +4,330 | 4.42% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 102,078 | 10,871 | 0.08% | 0.08% | 113 | +17,071 | 20.08% | Q1 2026 | Apr 07, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 101,053 | 10,762 | 0.61% | 0.57% | 114 | +3,757 | 3.86% | Q1 2026 | Apr 21, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 100,733 | 10,728 | 2.37% | 2.37% | 115 | +2,761 | 2.82% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 100,659 | 10,720 | 0.06% | 0.06% | 116 | +4,997 | 5.22% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 99,129 | 10,558 | 0.02% | 0.01% | 117 | +8,716 | 9.64% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 98,130 | 10,450 | 0.05% | 0.05% | 118 | +4,991 | 5.36% | Q1 2026 | Apr 24, 2026 |
| CHOREO, LLC | History | Added to | 96,695 | 10,298 | 0.13% | 0.03% | 119 | +73,094 | 309.71% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 96,390 | 10,265 | 0.0% | — | 120 | +96,390 | New | Q1 2026 | May 12, 2026 |
| BIP Wealth, LLC | History | Reduced | 95,672 | 10,189 | 0.41% | 0.67% | 121 | -82,337 | -46.25% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 93,674 | 9,976 | 0.02% | 0.01% | 122 | +9,748 | 11.61% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 91,727 | 9,787 | 0.33% | 0.33% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Investment Research Partners LLC | History | Added to | 90,494 | 9,637 | 3.92% | 3.73% | 124 | +8,948 | 10.97% | Q1 2026 | Apr 29, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 88,260 | 9,399 | 0.07% | 0.04% | 125 | +55,301 | 167.79% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 86,348 | 9,196 | 0.02% | 0.02% | 126 | +4,396 | 5.36% | Q1 2026 | Apr 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 85,703 | 9,127 | 0.51% | 0.51% | 127 | +1,148 | 1.36% | Q1 2026 | Apr 20, 2026 |
| Savvy Advisors, Inc. | History | Added to | 81,632 | 8,693 | 0.23% | 0.26% | 128 | +7,482 | 10.09% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 81,440 | 8,673 | 0.1% | 0.09% | 129 | +16,733 | 25.86% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 78,064 | 8,313 | 0.13% | 0.12% | 130 | +11,467 | 17.22% | Q1 2026 | Apr 27, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 77,478 | 8,283 | 0.56% | 0.56% | 131 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 77,564 | 8,260 | 0.69% | 0.65% | 132 | +1,830 | 2.42% | Q1 2026 | May 11, 2026 |
| NICOLET BANKSHARES INC | History | New | 77,533 | 8,247 | 0.3% | — | 133 | +77,533 | New | Q1 2026 | May 14, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 75,696 | 8,061 | 2.23% | 2.12% | 134 | +12,738 | 20.23% | Q1 2026 | Apr 09, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 74,439 | 7,927 | 0.48% | 0.33% | 135 | -1,212,908 | -94.22% | Q1 2026 | May 12, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 73,035 | 7,778 | 0.26% | 0.2% | 136 | +16,741 | 29.74% | Q1 2026 | Apr 22, 2026 |
| Zhang Financial LLC | History | Reduced | 72,582 | 7,730 | 0.27% | 0.3% | 137 | -1,649 | -2.22% | Q1 2026 | May 06, 2026 |
| Brio Consultants, LLC | History | Added to | 72,366 | 7,691 | 0.94% | 0.97% | 138 | +2,473 | 3.54% | Q1 2026 | May 06, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 71,736 | 7,639 | 0.24% | 0.23% | 139 | +4,409 | 6.55% | Q1 2026 | May 15, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 70,943 | 7,555 | 1.05% | 0.83% | 140 | +16,094 | 29.34% | Q1 2026 | May 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 70,430 | 7,500 | 0.61% | 0.65% | 141 | -2,284 | -3.14% | Q1 2026 | May 13, 2026 |
| Alaethes Wealth, LLC | History | Reduced | 69,878 | 7,442 | 2.12% | 2.59% | 142 | -16,500 | -19.1% | Q1 2026 | May 12, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 69,747 | 7,428 | 0.31% | 0.29% | 143 | +690 | 1.0% | Q1 2026 | Apr 13, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 69,709 | 7,424 | 1.02% | 1.04% | 144 | -765 | -1.09% | Q1 2026 | May 14, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 67,377 | 7,175 | 3.67% | 3.61% | 145 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 66,914 | 7,127 | 1.76% | 2.04% | 146 | -17,642 | -20.86% | Q1 2026 | May 15, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 66,619 | 7,094 | 1.45% | 1.33% | 147 | +4,535 | 7.3% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 66,510 | 7,083 | 0.0% | 0.0% | 148 | -6,811 | -9.29% | Q1 2026 | May 06, 2026 |
| Summit Financial, LLC | History | Added to | 65,274 | 6,951 | 0.09% | 0.02% | 149 | +50,003 | 327.44% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 64,546 | 6,874 | 0.08% | 0.07% | 150 | +9,212 | 16.65% | Q1 2026 | Apr 20, 2026 |
| Single Point Partners, LLC | History | Added to | 63,178 | 6,728 | 1.34% | 1.3% | 151 | +1,759 | 2.86% | Q1 2026 | Apr 15, 2026 |
| Opus Capital Group, LLC | History | Reduced | 62,230 | 6,628 | 0.71% | 0.73% | 152 | -575 | -0.92% | Q1 2026 | Apr 30, 2026 |
| Savant Capital, LLC | History | Reduced | 61,718 | 6,572 | 0.03% | 0.04% | 153 | -10 | -0.02% | Q1 2026 | May 04, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 60,392 | 6,431 | 0.04% | 0.04% | 154 | +3,465 | 6.09% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 59,865 | 6,375 | 0.2% | 0.23% | 155 | -4,996 | -7.7% | Q1 2026 | May 15, 2026 |
| FourThought Financial Partners, LLC | History | New | 57,541 | 6,128 | 0.53% | — | 156 | +57,541 | New | Q1 2026 | May 07, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 57,467 | 6,120 | 0.01% | 0.01% | 157 | +15,030 | 35.42% | Q1 2026 | May 13, 2026 |
| Lutz Financial Services LLC | History | Reduced | 57,341 | 6,106 | 0.41% | 0.42% | 158 | -438 | -0.76% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Added to | 55,582 | 5,919 | 0.04% | 0.04% | 159 | +3,896 | 7.54% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | New | 55,496 | 5,910 | 0.14% | — | 160 | +55,496 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 55,467 | 5,907 | 0.07% | 0.08% | 161 | -11,419 | -17.07% | Q1 2026 | Apr 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 55,511 | 5,899 | 0.04% | 0.04% | 162 | -1,620 | -2.84% | Q1 2026 | May 15, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 55,101 | 5,868 | 1.55% | 1.56% | 163 | +1,297 | 2.41% | Q1 2026 | Apr 20, 2026 |
| Composition Wealth, LLC | History | Reduced | 54,617 | 5,816 | 0.08% | 0.3% | 164 | -142,695 | -72.32% | Q1 2026 | Apr 08, 2026 |
| Life Planning Partners, Inc | History | Reduced | 54,582 | 5,812 | 4.44% | 4.46% | 165 | -42 | -0.08% | Q1 2026 | Apr 28, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 54,036 | 5,754 | 0.41% | 0.39% | 166 | +4,574 | 9.25% | Q1 2026 | Apr 29, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 53,560 | 5,704 | 0.64% | 0.62% | 167 | +1,546 | 2.97% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 53,249 | 5,670 | 0.01% | 0.01% | 168 | -11,970 | -18.35% | Q1 2026 | Apr 27, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 52,953 | 5,639 | 0.08% | 0.12% | 169 | -21,862 | -29.22% | Q1 2026 | Apr 09, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 52,874 | 5,631 | 0.99% | 0.98% | 170 | +2,500 | 4.96% | Q1 2026 | Apr 17, 2026 |
| DURANTE & WATERS, LLC | History | Added to | 52,780 | 5,621 | 4.07% | 3.77% | 171 | +2,182 | 4.31% | Q1 2026 | May 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 52,599 | 5,601 | 0.1% | 0.1% | 172 | -158 | -0.3% | Q1 2026 | May 04, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 52,262 | 5,565 | 0.29% | 0.42% | 173 | -35,681 | -40.57% | Q1 2026 | Apr 28, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 52,127 | 5,551 | 0.48% | 0.47% | 174 | +572 | 1.11% | Q1 2026 | Apr 07, 2026 |
| Apex Wealth Management, LLC | History | Added to | 50,103 | 5,335 | 3.66% | 0.46% | 175 | +45,876 | 1085.31% | Q1 2026 | Apr 15, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 49,963 | 5,321 | 1.59% | 1.63% | 176 | +124 | 0.25% | Q1 2026 | Apr 28, 2026 |
| GREENLEAF TRUST | History | Reduced | 49,788 | 5,302 | 0.05% | 0.05% | 177 | -453 | -0.9% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Reduced | 49,746 | 5,297 | 0.01% | 0.02% | 178 | -3,778 | -7.06% | Q1 2026 | May 14, 2026 |
| GWN SECURITIES INC. | History | Reduced | 49,558 | 5,277 | 1.01% | 1.33% | 179 | -11,825 | -19.26% | Q1 2026 | May 14, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 49,477 | 5,269 | 1.0% | 0.98% | 180 | +943 | 1.94% | Q1 2026 | Apr 09, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 49,465 | 5,268 | 0.5% | 0.43% | 181 | +5,235 | 11.84% | Q1 2026 | Apr 27, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 49,074 | 5,236 | 1.53% | 1.53% | 182 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 49,032 | 5,221 | 0.54% | 0.43% | 183 | +9,679 | 24.6% | Q1 2026 | May 12, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 48,573 | 5,173 | 1.36% | 1.35% | 184 | +1,188 | 2.51% | Q1 2026 | Apr 23, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 48,114 | 5,124 | 0.04% | 0.04% | 185 | -116 | -0.24% | Q1 2026 | May 01, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 48,092 | 5,121 | 1.09% | 1.21% | 186 | -4,465 | -8.5% | Q1 2026 | Apr 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 48,002 | 5,112 | 0.08% | 0.08% | 187 | +867 | 1.84% | Q1 2026 | Apr 14, 2026 |
| AMG National Trust Bank | History | Added to | 47,773 | 5,087 | 0.11% | 0.1% | 188 | +8,945 | 23.04% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 47,621 | 5,071 | 0.0% | 0.0% | 189 | +490 | 1.04% | Q1 2026 | May 08, 2026 |
| XML Financial, LLC | History | Added to | 47,607 | 5,070 | 0.41% | 0.4% | 190 | +2,129 | 4.68% | Q1 2026 | Apr 16, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 46,946 | 4,999 | 0.09% | 0.09% | 191 | +1,264 | 2.77% | Q1 2026 | Apr 10, 2026 |
| Symmetry Partners, LLC | History | Added to | 46,797 | 4,983 | 0.28% | 0.27% | 192 | +3,287 | 7.55% | Q1 2026 | Apr 27, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 46,116 | 4,911 | 0.13% | 0.16% | 193 | -6,104 | -11.69% | Q1 2026 | May 04, 2026 |
| Valmark Advisers, Inc. | History | Added to | 45,908 | 4,889 | 0.06% | 0.06% | 194 | +3,184 | 7.45% | Q1 2026 | May 01, 2026 |
| INVESTED ADVISORS | History | Added to | 45,489 | 4,844 | 4.89% | 4.77% | 195 | +2,296 | 5.32% | Q1 2026 | Apr 29, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Reduced | 45,459 | 4,841 | 3.87% | 4.06% | 196 | -461 | -1.0% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Reduced | 45,078 | 4,800 | 0.01% | 0.01% | 197 | -4,872 | -9.75% | Q1 2026 | May 06, 2026 |
| Avail Investment Partners, LLC | History | New | 45,005 | 4,793 | 5.12% | — | 198 | +45,005 | New | Q1 2026 | May 13, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 44,714 | 4,762 | 0.69% | 0.64% | 199 | +2,017 | 4.72% | Q1 2026 | Apr 08, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 43,282 | 4,609 | 0.31% | 0.34% | 200 | -2,712 | -5.9% | Q1 2026 | May 12, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 43,164 | 4,596 | 0.38% | 0.42% | 201 | -3,765 | -8.02% | Q1 2026 | May 06, 2026 |
| IF Advisors, LLC | History | Added to | 42,500 | 4,526 | 3.2% | 3.24% | 202 | +5,122 | 13.7% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 41,935 | 4,466 | 0.0% | 0.0% | 203 | -2,622 | -5.88% | Q1 2026 | May 05, 2026 |
| Greenspring Advisors, LLC | History | Added to | 41,625 | 4,433 | 0.27% | 0.27% | 204 | +759 | 1.86% | Q1 2026 | May 04, 2026 |
| Baron Financial Group, LLC | History | Reduced | 40,930 | 4,359 | 2.35% | 2.34% | 205 | -15 | -0.04% | Q1 2026 | Apr 09, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 40,597 | 4,323 | 0.02% | 0.02% | 206 | -2,294 | -5.35% | Q1 2026 | May 08, 2026 |
| Curbstone Financial Management Corp | History | Added to | 40,460 | 4,308 | 0.82% | 0.82% | 207 | +200 | 0.5% | Q1 2026 | Apr 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 40,419 | 4,304 | 0.06% | 0.06% | 208 | -2,844 | -6.57% | Q1 2026 | May 11, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 40,338 | 4,296 | 0.52% | 0.51% | 209 | +625 | 1.57% | Q1 2026 | Apr 23, 2026 |
| O'Domhnaill Enterprises, Inc. | History | Added to | 40,132 | 4,274 | 3.44% | 0.76% | 210 | +32,500 | 425.84% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 40,141 | 4,270 | 0.04% | 0.05% | 211 | -3,017 | -6.99% | Q1 2026 | Apr 07, 2026 |
| LJI Wealth Management, LLC | History | Added to | 40,015 | 4,261 | 0.68% | 0.49% | 213 | +9,763 | 32.27% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 40,017 | 4,261 | 0.08% | 0.07% | 212 | +5,818 | 17.01% | Q1 2026 | May 11, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 39,850 | 4,244 | 0.23% | 0.22% | 214 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 38,807 | 4,132 | 1.52% | 1.51% | 215 | +171 | 0.44% | Q1 2026 | May 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 38,518 | 4,102 | 0.04% | 0.0% | 216 | +35,965 | 1408.73% | Q1 2026 | May 13, 2026 |
| Sanchez Levi Garrett | History | New | 38,236 | 4,072 | 2.55% | — | 217 | +38,236 | New | Q1 2026 | May 15, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 37,872 | 4,033 | 0.79% | 0.83% | 218 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 37,858 | 4,031 | 0.56% | 0.45% | 219 | +8,018 | 26.87% | Q1 2026 | Apr 21, 2026 |
| K2 Financial Inc. | History | Added to | 37,717 | 4,023 | 2.93% | 3.02% | 220 | +1,192 | 3.26% | Q1 2026 | Apr 28, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 37,275 | 3,969 | 1.01% | 1.05% | 221 | -264 | -0.7% | Q1 2026 | Apr 10, 2026 |
| BCO Wealth Management LLC | History | Added to | 37,166 | 3,958 | 2.38% | 2.19% | 222 | +3,706 | 11.08% | Q1 2026 | Apr 16, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 36,771 | 3,916 | 0.34% | 0.34% | 223 | -802 | -2.13% | Q1 2026 | May 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 36,770 | 3,915 | 0.01% | 0.01% | 224 | +2,524 | 7.37% | Q1 2026 | May 08, 2026 |
| BWM Planning, LLC | History | Added to | 36,356 | 3,871 | 1.02% | 0.74% | 225 | +10,550 | 40.88% | Q1 2026 | Apr 21, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Reduced | 35,894 | 3,822 | 0.88% | 0.93% | 226 | -580 | -1.59% | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | Added to | 35,821 | 3,814 | 0.03% | 0.04% | 227 | +2,902 | 8.82% | Q1 2026 | May 06, 2026 |
| Patten Group, Inc. | History | Reduced | 35,699 | 3,801 | 0.66% | 0.75% | 228 | -2,554 | -6.68% | Q1 2026 | Apr 24, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 35,611 | 3,792 | 0.1% | 0.0% | 229 | +33,826 | 1895.01% | Q1 2026 | May 15, 2026 |
| Alhambra Investment Management LLC | History | Added to | 35,421 | 3,772 | 1.74% | 1.73% | 230 | +630 | 1.81% | Q1 2026 | Apr 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 35,327 | 3,762 | 0.17% | 0.16% | 231 | +5,584 | 18.77% | Q1 2026 | Apr 24, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 34,898 | 3,716 | 3.61% | 3.64% | 232 | +190 | 0.55% | Q1 2026 | May 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 34,823 | 3,708 | 0.27% | 0.29% | 233 | -7,899 | -18.49% | Q1 2026 | Apr 16, 2026 |
| Wealth Architects, LLC | History | Added to | 34,499 | 3,674 | 0.33% | 0.32% | 234 | +748 | 2.22% | Q1 2026 | May 15, 2026 |
| Charles Schwab Trust Co | History | Added to | 34,315 | 3,654 | 0.24% | 0.24% | 235 | +557 | 1.65% | Q1 2026 | Apr 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 34,116 | 3,633 | 0.11% | 0.11% | 236 | +1,799 | 5.57% | Q1 2026 | Apr 08, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 33,720 | 3,591 | 0.26% | 0.24% | 237 | +3,570 | 11.84% | Q1 2026 | Apr 20, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | Reduced | 33,611 | 3,579 | 2.42% | 2.42% | 238 | -1,150 | -3.31% | Q1 2026 | May 14, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Reduced | 33,439 | 3,561 | 2.69% | 2.8% | 239 | -1,035 | -3.0% | Q1 2026 | May 15, 2026 |
| Financial Plan, Inc. | History | Added to | 33,089 | 3,523 | 0.38% | 0.4% | 240 | +375 | 1.15% | Q1 2026 | Apr 24, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 32,964 | 3,510 | 0.11% | 0.13% | 241 | +132 | 0.4% | Q1 2026 | May 07, 2026 |
| Equita Financial Network, Inc. | History | Added to | 32,447 | 3,455 | 1.09% | 0.99% | 242 | +1,677 | 5.45% | Q1 2026 | Apr 23, 2026 |
| Aspen Wealth Management LLC | History | Added to | 32,279 | 3,437 | 0.69% | 0.47% | 243 | +11,436 | 54.87% | Q1 2026 | Apr 01, 2026 |
| Sigma Planning Corp | History | Added to | 32,138 | 3,422 | 0.1% | 0.09% | 244 | +186 | 0.58% | Q1 2026 | May 04, 2026 |
| North Star Investment Management Corp. | History | Added to | 32,088 | 3,417 | 0.21% | 0.16% | 245 | +7,458 | 30.28% | Q1 2026 | Apr 23, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 31,916 | 3,399 | 0.27% | 0.25% | 246 | +3,526 | 12.42% | Q1 2026 | May 15, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 31,612 | 3,366 | 0.97% | 0.84% | 247 | +4,733 | 17.61% | Q1 2026 | Apr 23, 2026 |
| Factor Wealth Management LTD | History | Reduced | 31,451 | 3,349 | 0.63% | 0.95% | 248 | -9,873 | -23.89% | Q1 2026 | Apr 20, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 30,465 | 3,250 | 0.22% | 0.22% | 249 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 30,049 | 3,200 | 0.14% | 0.03% | 250 | +24,856 | 478.64% | Q1 2026 | May 12, 2026 |
| ROGCO, LP | History | Added to | 29,969 | 3,191 | 1.07% | 0.93% | 251 | +3,542 | 13.4% | Q1 2026 | May 04, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 29,935 | 3,188 | 0.15% | 0.09% | 252 | +11,034 | 58.38% | Q1 2026 | May 06, 2026 |
| Fonville Wealth Management LLC | History | No change | 29,878 | 3,181 | 0.61% | 0.65% | 253 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AlphaCore Capital LLC | History | Added to | 29,537 | 3,145 | 0.07% | 0.04% | 255 | +11,852 | 67.02% | Q1 2026 | May 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 29,533 | 3,145 | 0.35% | 0.37% | 254 | -2,381 | -7.46% | Q1 2026 | Apr 24, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 29,494 | 3,141 | 0.04% | 0.06% | 256 | -12,580 | -29.9% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 29,178 | 3,107 | 0.0% | 0.0% | 257 | -42,112 | -59.07% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 28,894 | 3,077 | 0.1% | 0.1% | 258 | -949 | -3.18% | Q1 2026 | Apr 27, 2026 |
| Choate Investment Advisors | History | No change | 28,825 | 3,069 | 0.06% | 0.06% | 259 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Added to | 28,542 | 3,039 | 0.06% | 0.05% | 260 | +1,887 | 7.08% | Q1 2026 | Apr 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 28,458 | 3,030 | 0.09% | 0.09% | 261 | -1,014 | -3.44% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 28,378 | 3,022 | 0.04% | 0.04% | 262 | +4,798 | 20.35% | Q1 2026 | May 15, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 28,368 | 3,021 | 2.62% | 2.66% | 263 | +157 | 0.56% | Q1 2026 | Apr 21, 2026 |
| Lido Advisors, LLC | History | Reduced | 28,039 | 2,986 | 0.01% | 0.01% | 264 | -1,776 | -5.96% | Q1 2026 | May 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 27,927 | 2,974 | 0.74% | 0.73% | 265 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | Added to | 27,576 | 2,936 | 0.02% | 0.01% | 266 | +13,586 | 97.11% | Q1 2026 | May 13, 2026 |
| Brewster Financial Planning LLC | History | Added to | 27,438 | 2,922 | 1.77% | 1.63% | 267 | +2,607 | 10.5% | Q1 2026 | May 04, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 27,408 | 2,918 | 0.77% | 0.8% | 268 | -1,116 | -3.91% | Q1 2026 | Apr 27, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 27,157 | 2,892 | 0.36% | 0.35% | 269 | +554 | 2.08% | Q1 2026 | Apr 16, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 27,043 | 2,880 | 0.29% | 0.23% | 270 | +5,549 | 25.82% | Q1 2026 | Apr 15, 2026 |
| Highview Capital Management LLC/DE/ | History | Reduced | 26,916 | 2,866 | 1.04% | 1.04% | 271 | -698 | -2.53% | Q1 2026 | May 08, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 26,559 | 2,828 | 0.22% | 0.22% | 272 | +4,729 | 21.66% | Q1 2026 | Apr 16, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 26,301 | 2,801 | 0.03% | 0.03% | 273 | +761 | 2.98% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 26,010 | 2,770 | 0.02% | 0.02% | 274 | -1,662 | -6.01% | Q1 2026 | May 15, 2026 |
| Stone Summit Wealth LLC | History | Added to | 25,865 | 2,754 | 0.77% | 0.73% | 275 | +544 | 2.15% | Q1 2026 | Apr 22, 2026 |
| Atria Investments, Inc | History | Reduced | 25,841 | 2,752 | 0.03% | 0.03% | 276 | -1,210 | -4.47% | Q1 2026 | May 05, 2026 |
| Hirtle & Co., LLC | History | Added to | 25,410 | 2,706 | 0.09% | 0.07% | 277 | +4,863 | 23.67% | Q1 2026 | May 13, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 24,825 | 2,643 | 0.1% | 0.11% | 278 | +583 | 2.4% | Q1 2026 | May 07, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 24,466 | 2,605 | 0.18% | 0.17% | 279 | +1,219 | 5.24% | Q1 2026 | May 12, 2026 |
| PENNEY FINANCIAL, LLC | History | Reduced | 24,446 | 2,603 | 1.0% | 1.01% | 280 | -160 | -0.65% | Q1 2026 | Apr 22, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 24,335 | 2,591 | 0.13% | 0.14% | 281 | -43 | -0.18% | Q1 2026 | May 15, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 23,989 | 2,554 | 1.63% | 1.05% | 282 | +9,447 | 64.96% | Q1 2026 | Apr 27, 2026 |
| BlackRock, Inc. | History | Reduced | 23,811 | 2,535 | 0.0% | 0.0% | 283 | -3,692 | -13.42% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 23,781 | 2,532 | 0.02% | 0.02% | 284 | +968 | 4.24% | Q1 2026 | May 08, 2026 |
| Bonfire Financial | History | Added to | 23,728 | 2,527 | 1.9% | 1.83% | 285 | +718 | 3.12% | Q1 2026 | May 06, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 23,645 | 2,518 | 0.03% | 0.03% | 286 | -2,179 | -8.44% | Q1 2026 | May 13, 2026 |
| Destination Wealth Management | History | Added to | 23,425 | 2,494 | 0.06% | 0.06% | 287 | +512 | 2.23% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 23,417 | 2,493 | 0.0% | 0.0% | 288 | +866 | 3.84% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | No change | 23,393 | 2,491 | 0.21% | 0.22% | 289 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 23,364 | 2,488 | 0.08% | 0.07% | 290 | +6,232 | 36.38% | Q1 2026 | May 15, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 23,286 | 2,479 | 0.13% | 0.09% | 291 | +5,776 | 32.99% | Q1 2026 | Apr 29, 2026 |
| Unison Advisors LLC | History | Added to | 23,277 | 2,479 | 0.19% | 0.22% | 292 | +3 | 0.01% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 23,259 | 2,477 | 0.01% | 0.01% | 293 | +5,887 | 33.89% | Q1 2026 | May 08, 2026 |
| Safir Wealth Advisors, LLC | History | Added to | 23,056 | 2,455 | 1.78% | 1.69% | 294 | +465 | 2.06% | Q1 2026 | Apr 08, 2026 |
| Omega Financial Group, LLC | History | Reduced | 22,844 | 2,432 | 0.79% | 0.86% | 295 | -1,762 | -7.16% | Q1 2026 | May 12, 2026 |
| Pines Wealth Management, LLC | History | Added to | 22,428 | 2,388 | 0.77% | 0.7% | 296 | +2,119 | 10.43% | Q1 2026 | Apr 08, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 22,375 | 2,382 | 0.49% | 0.32% | 298 | +8,049 | 56.18% | Q1 2026 | Apr 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 22,367 | 2,382 | 0.03% | 0.03% | 297 | +1,930 | 9.44% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 22,354 | 2,380 | 0.15% | 0.16% | 299 | -434 | -1.9% | Q1 2026 | Apr 15, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 22,298 | 2,374 | 0.57% | 0.55% | 300 | +1,082 | 5.1% | Q1 2026 | Apr 20, 2026 |