iSHARES TRUST - SUSB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | Added to | 3,383,027 | 84,795 | 0.01% | 0.01% | 1 | +246,896 | 7.87% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,627,739 | 40,799 | 0.01% | 0.01% | 2 | +79,280 | 5.12% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 976,096 | 24,465 | 0.0% | 0.0% | 3 | -3,746 | -0.38% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 805,599 | 20,192 | 0.04% | 0.03% | 4 | +34,536 | 4.48% | Q1 2026 | May 01, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 700,916 | 17,568 | 0.09% | 0.09% | 5 | +32,432 | 4.85% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 673,207 | 16,873 | 0.0% | 0.0% | 6 | -116,106 | -14.71% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 670,797 | 16,813 | 0.0% | 0.0% | 7 | +51,627 | 8.34% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 666,747 | 16,711 | 0.0% | 0.0% | 8 | +16,247 | 2.5% | Q1 2026 | May 15, 2026 |
| Acorns Advisers, LLC | History | Added to | 660,178 | 16,547 | 0.12% | 0.12% | 9 | +2,555 | 0.39% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 609,338 | 15,273 | 0.0% | 0.0% | 10 | +62,891 | 11.51% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Added to | 575,654 | 14,428 | 0.07% | 0.08% | 11 | +32,986 | 6.08% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 543,394 | 13,620 | 0.02% | 0.02% | 12 | +56,847 | 11.68% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 527,736 | 13,227 | 0.0% | 0.0% | 13 | -68,170 | -11.44% | Q1 2026 | May 04, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 492,464 | 12,343 | 0.1% | 0.1% | 14 | -14,244 | -2.81% | Q1 2026 | May 01, 2026 |
| Modera Wealth Management, LLC | History | Added to | 487,729 | 12,224 | 0.15% | 0.14% | 15 | +7,042 | 1.46% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Added to | 478,073 | 11,982 | 0.05% | 0.05% | 16 | +32,562 | 7.31% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 477,268 | 11,962 | 0.0% | 0.0% | 17 | +38,384 | 8.75% | Q1 2026 | May 05, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 471,518 | 11,818 | 0.47% | 0.43% | 18 | +33,852 | 7.73% | Q1 2026 | Apr 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 466,521 | 11,693 | 0.02% | 0.02% | 19 | +17,564 | 3.91% | Q1 2026 | May 14, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 457,113 | 11,370 | 5.78% | 5.96% | 20 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 435,167 | 10,907 | 0.2% | 0.22% | 21 | -45,754 | -9.51% | Q1 2026 | Apr 10, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 422,380 | 10,586 | 2.56% | 2.55% | 22 | +5,348 | 1.28% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 419,249 | 10,508 | 0.01% | 0.01% | 23 | +4,667 | 1.13% | Q1 2026 | May 13, 2026 |
| Francis Financial, Inc. | History | Reduced | 404,435 | 10,137 | 1.88% | 2.04% | 24 | -9,579 | -2.31% | Q1 2026 | May 07, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 375,638 | 9,415 | 0.14% | 0.14% | 25 | -1,738 | -0.46% | Q1 2026 | May 05, 2026 |
| Destination Wealth Management | History | Added to | 360,999 | 9,048 | 0.23% | 0.23% | 26 | +5,690 | 1.6% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 353,964 | 8,849 | 0.0% | 0.0% | 27 | -42,568 | -10.74% | Q1 2026 | May 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 327,648 | 8,212 | 0.02% | 0.02% | 28 | -9,776 | -2.9% | Q1 2026 | May 14, 2026 |
| Integris Wealth Management, LLC | History | Added to | 284,600 | 7,133 | 1.64% | 1.57% | 29 | +10,554 | 3.85% | Q1 2026 | Apr 10, 2026 |
| Apella Capital, LLC | History | Added to | 281,388 | 7,076 | 0.11% | 0.13% | 30 | +21,294 | 8.19% | Q1 2026 | Apr 20, 2026 |
| Fisher Asset Management, LLC | History | Added to | 277,662 | 6,959 | 0.0% | 0.0% | 31 | +18,224 | 7.02% | Q1 2026 | May 05, 2026 |
| Elser Financial Planning, Inc | History | New | 272,382 | 6,804 | 0.33% | — | 32 | +272,382 | New | Q1 2026 | Apr 15, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 257,211 | 6,447 | 2.4% | 2.32% | 33 | +12,376 | 5.05% | Q1 2026 | Apr 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 253,896 | 6,363 | 0.56% | 0.54% | 34 | +10,241 | 4.2% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 249,556 | 6,255 | 0.0% | 0.0% | 35 | -13,297 | -5.06% | Q1 2026 | May 15, 2026 |
| Impact Investors, Inc | History | Added to | 242,372 | 6,075 | 4.22% | 3.69% | 36 | +31,386 | 14.88% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 192,648 | 4,829 | 0.01% | 0.0% | 37 | +113,040 | 142.0% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 190,141 | 4,765 | 0.05% | 0.05% | 38 | +8,754 | 4.83% | Q1 2026 | Apr 13, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 178,517 | 4,474 | 0.64% | 0.58% | 39 | +18,478 | 11.55% | Q1 2026 | Apr 15, 2026 |
| IMPACTfolio, LLC | History | Added to | 176,696 | 4,428 | 1.88% | 1.76% | 40 | +10,360 | 6.23% | Q1 2026 | Apr 30, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 173,965 | 4,368 | 0.59% | 0.81% | 41 | +5,814 | 3.46% | Q1 2026 | May 11, 2026 |
| Accredited Investors Inc. | History | Reduced | 156,933 | 3,933 | 0.21% | 0.26% | 42 | -39,982 | -20.3% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 154,405 | 3,870 | 0.0% | 0.0% | 43 | +118,124 | 325.58% | Q1 2026 | May 15, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 153,847 | 3,869 | 1.16% | 1.22% | 44 | +4,440 | 2.97% | Q1 2026 | May 12, 2026 |
| Brio Consultants, LLC | History | Added to | 148,841 | 3,716 | 0.45% | 0.42% | 45 | +22,011 | 17.35% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 147,585 | 3,699 | 0.01% | 0.0% | 46 | +4,726 | 3.31% | Q1 2026 | May 15, 2026 |
| Plancorp, LLC | History | No change | 147,281 | 3,688 | 0.1% | 0.11% | 47 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 142,894 | 3,581 | 0.06% | 0.07% | 48 | -3,007 | -2.06% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 140,921 | 3,532 | 0.04% | 0.04% | 49 | +9,058 | 6.87% | Q1 2026 | May 15, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 138,119 | 3,461 | 0.27% | 0.28% | 50 | -6,285 | -4.35% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 137,974 | 3,449 | 0.01% | 0.0% | 51 | +15,594 | 12.74% | Q1 2026 | Apr 08, 2026 |
| Clarity Wealth Development LLC | History | Added to | 129,802 | 3,253 | 2.66% | 2.71% | 52 | +2,625 | 2.06% | Q1 2026 | Apr 22, 2026 |
| CGN Advisors LLC | History | Added to | 127,951 | 3,207 | 0.25% | 0.24% | 53 | +6,981 | 5.77% | Q1 2026 | Apr 13, 2026 |
| Northland Capital Management LLC | History | Reduced | 124,439 | 3,119 | 1.71% | 2.73% | 54 | -68,531 | -35.51% | Q1 2026 | Apr 21, 2026 |
| One Capital Management, LLC | History | Added to | 121,919 | 3,055 | 0.08% | 0.09% | 55 | +760 | 0.63% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | New | 118,848 | 2,978 | 0.03% | — | 56 | +118,848 | New | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 109,085 | 2,734 | 0.0% | 0.0% | 57 | -5,682 | -4.95% | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 103,191 | 2,586 | 0.04% | 0.04% | 58 | +5,353 | 5.47% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 100,579 | 2,521 | 0.08% | 0.08% | 59 | +2,323 | 2.36% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 96,317 | 2,414 | 0.0% | 0.0% | 60 | +404 | 0.42% | Q1 2026 | May 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 94,598 | 2,369 | 0.03% | 0.03% | 62 | +9,402 | 11.04% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 94,551 | 2,369 | 0.0% | 0.0% | 61 | -1,684 | -1.75% | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | Added to | 92,728 | 2,324 | 0.03% | 0.03% | 63 | +2,335 | 2.58% | Q1 2026 | Apr 16, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 90,776 | 2,275 | 0.34% | 0.33% | 64 | +3,052 | 3.48% | Q1 2026 | Apr 15, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 90,726 | 2,274 | 0.14% | 0.13% | 65 | +10,448 | 13.01% | Q1 2026 | Apr 20, 2026 |
| PAYDEN & RYGEL | History | No change | 88,579 | 2,220 | 0.17% | 0.15% | 66 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 86,965 | 2,179 | 0.04% | 0.04% | 67 | +1,444 | 1.69% | Q1 2026 | May 04, 2026 |
| Flagstone Financial Management | History | Reduced | 86,206 | 2,160 | 0.54% | 0.56% | 68 | -636 | -0.73% | Q1 2026 | Apr 27, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 81,367 | 2,039 | 0.77% | 0.8% | 69 | -998 | -1.21% | Q1 2026 | May 11, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 78,624 | 1,970 | 0.18% | — | 70 | +78,624 | New | Q1 2026 | Apr 08, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 77,216 | 1,948 | 0.17% | 0.17% | 71 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Omega Financial Group, LLC | History | Added to | 75,894 | 1,902 | 0.62% | 0.62% | 72 | +1,322 | 1.77% | Q1 2026 | May 12, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 75,295 | 1,887 | 0.27% | 0.27% | 73 | -1,235 | -1.61% | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 75,168 | 1,884 | 0.0% | 0.0% | 74 | +62,976 | 516.54% | Q1 2026 | May 15, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 72,544 | 1,818 | 0.63% | 0.68% | 75 | -2,635 | -3.5% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 71,774 | 1,799 | 0.0% | 0.0% | 76 | -1,318 | -1.8% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | Added to | 70,844 | 1,775 | 0.0% | 0.0% | 77 | +10,406 | 17.22% | Q1 2026 | May 06, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 70,000 | 1,754 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Reduced | 69,473 | 1,741 | 0.0% | 0.01% | 79 | -14,074 | -16.85% | Q1 2026 | May 14, 2026 |
| eCIO, Inc. | History | Added to | 68,378 | 1,713 | 0.75% | 0.65% | 80 | +12,930 | 23.32% | Q1 2026 | Apr 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 65,983 | 1,653 | 0.02% | 0.02% | 81 | +3,209 | 5.11% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 64,925 | 1,627 | 0.0% | 0.0% | 82 | +25,523 | 64.78% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 64,284 | 1,611 | 0.0% | 0.0% | 83 | -55 | -0.09% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 60,125 | 1,507 | 0.02% | 0.02% | 84 | -1,226 | -2.0% | Q1 2026 | May 11, 2026 |
| Clarius Group, LLC | History | No change | 59,424 | 1,499 | 0.09% | 0.09% | 85 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 58,882 | 1,475 | 0.1% | 0.09% | 86 | +234 | 0.4% | Q1 2026 | Apr 27, 2026 |
| J.Safra Asset Management Corp | History | Added to | 58,367 | 1,462 | 0.08% | 0.08% | 87 | +139 | 0.24% | Q1 2026 | May 04, 2026 |
| DAVENPORT & Co LLC | History | Added to | 49,935 | 1,251 | 0.01% | 0.01% | 88 | +2,035 | 4.25% | Q1 2026 | Apr 15, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 47,827 | 1,198 | 0.13% | 0.11% | 89 | +8,685 | 22.19% | Q1 2026 | May 11, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 46,280 | 1,159 | 1.03% | — | 90 | +46,280 | New | Q1 2026 | May 07, 2026 |
| Fort Point Capital Partners LLC | History | No change | 45,519 | 1,140 | 0.14% | 0.13% | 91 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 44,734 | 1,121 | 0.0% | 0.0% | 92 | +5,413 | 13.77% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 43,546 | 1,099 | 0.01% | 0.01% | 93 | -1,105 | -2.47% | Q1 2026 | May 15, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 43,570 | 1,092 | 0.19% | 0.2% | 94 | -563 | -1.28% | Q1 2026 | Apr 08, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 43,510 | 1,090 | 0.49% | 0.52% | 95 | +2,061 | 4.97% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 43,050 | 1,079 | 0.0% | 0.0% | 96 | +4,219 | 10.87% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 42,885 | 1,074 | 0.0% | 0.0% | 97 | -24 | -0.06% | Q1 2026 | May 08, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 42,439 | 1,063 | 0.24% | 0.26% | 98 | +2,671 | 6.72% | Q1 2026 | Apr 14, 2026 |
| JNBA Financial Advisors | History | Added to | 42,139 | 1,056 | 0.09% | 0.09% | 99 | +1,781 | 4.41% | Q1 2026 | Apr 22, 2026 |
| BIRCHBROOK, INC. | History | Added to | 41,752 | 1,046 | 0.51% | 0.51% | 100 | +1,406 | 3.48% | Q1 2026 | Apr 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 41,374 | 1,037 | 0.01% | 0.01% | 101 | -7,189 | -14.8% | Q1 2026 | Apr 30, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 41,042 | 1,028 | 0.11% | 0.12% | 102 | -1,610 | -3.77% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Added to | 39,750 | 996 | 0.03% | 0.03% | 103 | +832 | 2.14% | Q1 2026 | Apr 06, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 38,977 | 976 | 0.72% | 0.69% | 104 | +395 | 1.02% | Q1 2026 | Apr 16, 2026 |
| Creative Planning | History | Added to | 37,671 | 944 | 0.0% | 0.0% | 105 | +29,413 | 356.18% | Q1 2026 | May 12, 2026 |
| Westfuller Advisors, LLC | History | Added to | 37,199 | 932 | 0.4% | 0.3% | 106 | +8,242 | 28.46% | Q1 2026 | Apr 28, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 37,081 | 929 | 0.21% | 0.23% | 107 | -1,122 | -2.94% | Q1 2026 | May 04, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 36,628 | 918 | 0.0% | 0.0% | 108 | +270 | 0.74% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 34,873 | 874 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Level Financial Advisors | History | Added to | 34,847 | 873 | 0.22% | 0.23% | 110 | +21 | 0.06% | Q1 2026 | Apr 10, 2026 |
| ARROW FINANCIAL CORP | History | No change | 34,545 | 865 | 0.09% | 0.09% | 111 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 34,403 | 862 | 0.0% | 0.0% | 112 | -114 | -0.33% | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 33,749 | 845 | 0.11% | 0.1% | 113 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 33,200 | 832 | 0.05% | 0.04% | 114 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 32,761 | 821 | 0.02% | 0.03% | 115 | -15,425 | -32.01% | Q1 2026 | Apr 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 31,671 | 793 | 0.0% | 0.01% | 116 | -5,305 | -14.35% | Q1 2026 | May 15, 2026 |
| Hardy Reed LLC | History | Added to | 31,573 | 791 | 0.06% | 0.05% | 117 | +3,030 | 10.62% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Added to | 30,750 | 770 | 0.02% | 0.01% | 119 | +12,454 | 68.07% | Q1 2026 | May 01, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 30,729 | 770 | 0.01% | 0.01% | 118 | +7,930 | 34.78% | Q1 2026 | Apr 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 30,417 | 762 | 0.0% | 0.0% | 120 | +9,263 | 43.79% | Q1 2026 | May 12, 2026 |
| Mason & Associates Inc | History | Added to | 30,239 | 755 | 0.15% | 0.06% | 121 | +17,877 | 144.61% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 29,799 | 752 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Eley Financial Management, Inc | History | New | 28,593 | 716 | 0.26% | — | 123 | +28,593 | New | Q1 2026 | May 19, 2026 |
| J. Mark Nickell & Co. | History | No change | 28,364 | 710 | 0.74% | 0.66% | 124 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 27,492 | 689 | 0.02% | 0.02% | 125 | +1,233 | 4.7% | Q1 2026 | May 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 27,436 | 687 | 0.02% | 0.02% | 126 | +2,289 | 9.1% | Q1 2026 | Apr 15, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 26,423 | 662 | 0.12% | 0.12% | 127 | -502 | -1.86% | Q1 2026 | Apr 17, 2026 |
| VERITY Wealth Advisors | History | No change | 26,322 | 659 | 0.44% | 0.41% | 128 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 26,011 | 651 | 0.05% | 0.06% | 129 | -6,384 | -19.71% | Q1 2026 | Apr 22, 2026 |
| Diversified Enterprises, LLC | History | Added to | 25,340 | 635 | 0.03% | 0.04% | 130 | +2,003 | 8.58% | Q1 2026 | May 14, 2026 |
| Tempo Wealth, LLC | History | Added to | 25,024 | 627 | 0.11% | 0.11% | 131 | +28 | 0.11% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 24,391 | 611 | 0.02% | 0.02% | 132 | +180 | 0.74% | Q1 2026 | May 07, 2026 |
| LexAurum Advisors, LLC | History | New | 24,117 | 604 | 0.08% | — | 134 | +24,117 | New | Q1 2026 | Apr 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 24,125 | 604 | 0.1% | 0.11% | 133 | -165 | -0.68% | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 24,018 | 602 | 0.0% | 0.0% | 135 | +177 | 0.74% | Q1 2026 | May 11, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 23,378 | 585 | 0.05% | 0.05% | 136 | -5,611 | -19.36% | Q1 2026 | Apr 17, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 23,039 | 577 | 0.04% | 0.04% | 137 | +140 | 0.61% | Q1 2026 | May 12, 2026 |
| Wealth Advisory Team LLC | History | No change | 22,851 | 576 | 0.51% | 0.51% | 138 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Exchange Bank | History | Added to | 22,826 | 572 | 0.4% | 0.4% | 139 | +155 | 0.68% | Q1 2026 | Apr 08, 2026 |
| Kelsey Financial, LLC | History | Added to | 22,502 | 564 | 0.49% | 0.47% | 140 | +969 | 4.5% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 22,203 | 556 | 0.0% | 0.01% | 141 | +2,676 | 13.7% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 21,998 | 551 | 0.0% | 0.0% | 142 | -19,834 | -47.41% | Q1 2026 | Apr 29, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 21,886 | 548 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| M Holdings Securities, Inc. | History | Added to | 21,713 | 543 | 0.04% | 0.04% | 144 | +2 | 0.01% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 21,571 | 540 | 0.01% | 0.01% | 145 | +10,627 | 97.1% | Q1 2026 | May 07, 2026 |
| Keener Financial Planning LLC | History | Added to | 21,508 | 539 | 0.23% | 0.23% | 146 | +761 | 3.67% | Q1 2026 | May 01, 2026 |
| CENTRAL TRUST Co | History | Reduced | 21,376 | 535 | 0.01% | 0.01% | 147 | -200 | -0.93% | Q1 2026 | Apr 17, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 21,173 | 530 | 0.31% | 0.31% | 148 | +573 | 2.78% | Q1 2026 | Apr 21, 2026 |
| HEADINVEST, LLC | History | Added to | 21,066 | 528 | 0.11% | 0.1% | 149 | +607 | 2.97% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 20,997 | 524 | 0.0% | 0.01% | 150 | -515 | -2.39% | Q1 2026 | Apr 07, 2026 |
| Continuum Advisory, LLC | History | Added to | 20,854 | 522 | 0.05% | 0.05% | 151 | +143 | 0.69% | Q1 2026 | Apr 22, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 20,287 | 508 | 0.06% | 0.06% | 152 | +1,215 | 6.37% | Q1 2026 | Apr 16, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 20,220 | 506 | 0.27% | 0.25% | 153 | +2,106 | 11.63% | Q1 2026 | Apr 23, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 19,994 | 501 | 0.13% | 0.13% | 154 | +339 | 1.72% | Q1 2026 | Apr 23, 2026 |
| Archer Investment Management, LLC | History | New | 19,416 | 486 | 0.2% | — | 155 | +19,416 | New | Q1 2026 | Apr 08, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 19,365 | 485 | 0.23% | 0.23% | 156 | +458 | 2.42% | Q1 2026 | Apr 24, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 19,338 | 484 | 0.36% | 0.36% | 157 | +143 | 0.74% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 18,813 | 471 | 0.0% | 0.0% | 158 | -9,498 | -33.55% | Q1 2026 | May 04, 2026 |
| One Day In July LLC | History | No change | 18,572 | 465 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TRUEFG, LLC | History | Added to | 18,506 | 463 | 0.12% | 0.11% | 160 | +2,855 | 18.24% | Q1 2026 | Apr 22, 2026 |
| Townsend Financial Planning, LLC | History | Added to | 18,454 | 462 | 0.45% | 0.46% | 161 | +48 | 0.26% | Q1 2026 | Apr 28, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 17,240 | 432 | 0.07% | 0.07% | 162 | +37 | 0.22% | Q1 2026 | Apr 29, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 17,148 | 428 | 0.16% | 0.15% | 163 | +1,922 | 12.62% | Q1 2026 | May 12, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 17,055 | 427 | 0.02% | 0.03% | 164 | -1,815 | -9.62% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 16,909 | 423 | 0.0% | 0.01% | 165 | +579 | 3.55% | Q1 2026 | May 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 16,691 | 421 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 16,774 | 420 | 0.0% | 0.0% | 167 | +6,114 | 57.35% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 16,290 | 408 | 0.03% | 0.03% | 168 | -114 | -0.69% | Q1 2026 | May 15, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 16,136 | 404 | 0.02% | 0.02% | 169 | -124 | -0.76% | Q1 2026 | Apr 29, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 15,512 | 388 | 0.27% | 0.17% | 170 | +5,841 | 60.4% | Q1 2026 | May 07, 2026 |
| Goepper Burkhardt LLC | History | Added to | 15,194 | 380 | 0.13% | 0.12% | 171 | +100 | 0.66% | Q1 2026 | May 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 15,100 | 378 | 0.12% | 0.09% | 172 | -759 | -4.79% | Q1 2026 | May 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 14,636 | 366 | 0.05% | 0.04% | 173 | +2,177 | 17.47% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 14,318 | 359 | 0.0% | 0.0% | 174 | -565 | -3.8% | Q1 2026 | Apr 22, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 14,219 | 356 | 0.37% | 0.36% | 176 | +100 | 0.71% | Q1 2026 | May 12, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 14,231 | 356 | 0.28% | 0.29% | 175 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 14,192 | 355 | 0.01% | 0.01% | 177 | -130 | -0.91% | Q1 2026 | May 04, 2026 |
| Symmetry Partners, LLC | History | Reduced | 14,169 | 355 | 0.02% | 0.02% | 178 | -129 | -0.9% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 13,945 | 349 | 0.32% | 0.33% | 179 | -4 | -0.03% | Q1 2026 | May 08, 2026 |
| ANB BANK | History | Added to | 13,751 | 344 | 0.14% | 0.08% | 180 | +5,492 | 66.5% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 13,548 | 339 | 0.0% | 0.0% | 181 | -71 | -0.52% | Q1 2026 | May 15, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 13,524 | 338 | 0.11% | 0.1% | 182 | -235 | -1.71% | Q1 2026 | Apr 23, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 13,468 | 337 | 0.16% | 0.16% | 183 | +638 | 4.97% | Q1 2026 | May 01, 2026 |
| Sigma Planning Corp | History | Added to | 13,371 | 335 | 0.01% | 0.01% | 184 | +606 | 4.75% | Q1 2026 | May 04, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 13,354 | 334 | 0.05% | 0.07% | 185 | -120 | -0.89% | Q1 2026 | Apr 10, 2026 |
| Veridan Wealth LLC | History | Reduced | 13,284 | 332 | 0.12% | 0.12% | 187 | -700 | -5.01% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | No change | 13,253 | 332 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 13,017 | 326 | 0.02% | 0.02% | 188 | -1,569 | -10.76% | Q1 2026 | May 15, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 12,940 | 324 | 0.14% | 0.14% | 189 | +374 | 2.98% | Q1 2026 | May 01, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 12,572 | 315 | 0.04% | 0.04% | 190 | -30 | -0.24% | Q1 2026 | Apr 17, 2026 |
| Financial Plan, Inc. | History | No change | 12,305 | 308 | 0.03% | 0.04% | 191 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 12,211 | 306 | 0.02% | 0.01% | 192 | +3,344 | 37.71% | Q1 2026 | Apr 29, 2026 |
| Western Wealth Management, LLC | History | Added to | 12,182 | 305 | 0.01% | 0.01% | 193 | +443 | 3.77% | Q1 2026 | May 19, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 11,791 | 297 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Independent Advisor Alliance | History | New | 11,593 | 290 | 0.0% | — | 195 | +11,593 | New | Q1 2026 | May 12, 2026 |
| American Money Management, LLC | History | Added to | 11,565 | 289 | 0.05% | 0.03% | 196 | +2,861 | 32.87% | Q1 2026 | May 11, 2026 |
| LRI Investments, LLC | History | Added to | 11,268 | 282 | 0.02% | 0.02% | 197 | +821 | 7.86% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Reduced | 11,218 | 281 | 0.0% | 0.0% | 198 | -1,263 | -10.12% | Q1 2026 | May 15, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | No change | 11,141 | 279 | 0.22% | 0.23% | 199 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Berger Financial Group, Inc | History | Added to | 11,042 | 276 | 0.02% | 0.02% | 200 | +413 | 3.89% | Q1 2026 | Apr 28, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 11,049 | 276 | 0.24% | 0.24% | 201 | +8 | 0.07% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 10,976 | 275 | 0.01% | 0.01% | 202 | -1,769 | -13.88% | Q1 2026 | May 15, 2026 |
| Tribridge Partners Financial LLC | History | No change | 11,021 | 275 | 0.11% | 0.12% | 203 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 10,901 | 273 | 0.03% | 0.05% | 204 | -6,625 | -37.8% | Q1 2026 | Apr 21, 2026 |
| Wells Financial Advisors INC | History | No change | 10,660 | 267 | 1.21% | 0.51% | 205 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 10,414 | 261 | 0.0% | — | 207 | +10,414 | New | Q1 2026 | Apr 28, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 10,444 | 261 | 0.04% | 0.04% | 206 | -47 | -0.45% | Q1 2026 | Apr 13, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 10,376 | 260 | 0.12% | 0.12% | 208 | +115 | 1.12% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | New | 10,372 | 259 | 0.0% | — | 210 | +10,372 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 10,411 | 259 | 0.0% | 0.0% | 209 | +5,069 | 94.89% | Q1 2026 | May 15, 2026 |
| WESBANCO BANK INC | History | No change | 10,319 | 258 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 10,265 | 257 | 0.0% | 0.0% | 212 | -661 | -6.05% | Q1 2026 | May 05, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 10,168 | 254 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Napier Financial, LLC | History | Reduced | 10,064 | 252 | 0.06% | 0.07% | 214 | -1,278 | -11.27% | Q1 2026 | May 05, 2026 |
| DORVAL Corp | History | Added to | 9,979 | 250 | 0.08% | 0.07% | 215 | +905 | 9.97% | Q1 2026 | Apr 22, 2026 |
| FIFTH THIRD BANCORP | History | New | 9,801 | 245 | 0.0% | — | 217 | +9,801 | New | Q1 2026 | May 01, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 9,787 | 245 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 9,768 | 244 | 0.03% | — | 219 | +9,768 | New | Q1 2026 | May 15, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 9,760 | 244 | 0.11% | 0.11% | 218 | +297 | 3.14% | Q1 2026 | Apr 20, 2026 |
| COMERICA BANK | History | No change | 9,606 | 242 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 9,588 | 240 | 0.03% | 0.04% | 221 | -5,283 | -35.53% | Q1 2026 | May 13, 2026 |
| Cadia Private Client LLC | History | Added to | 9,586 | 240 | 0.19% | 0.19% | 222 | +70 | 0.74% | Q1 2026 | May 20, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 9,529 | 238 | 0.12% | 0.12% | 223 | +19 | 0.2% | Q1 2026 | Apr 24, 2026 |
| Orion Capital Management LLC | History | Added to | 9,458 | 237 | 0.08% | 0.08% | 225 | +557 | 6.26% | Q1 2026 | May 14, 2026 |
| PDS Planning, Inc | History | Added to | 9,491 | 237 | 0.02% | 0.02% | 224 | +393 | 4.32% | Q1 2026 | Apr 21, 2026 |
| Private Advisor Group, LLC | History | Reduced | 9,147 | 229 | 0.0% | 0.0% | 226 | -4,619 | -33.55% | Q1 2026 | Apr 24, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 9,020 | 226 | 0.06% | 0.06% | 227 | +81 | 0.91% | Q1 2026 | May 01, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 8,990 | 225 | 0.07% | 0.07% | 229 | +68 | 0.76% | Q1 2026 | Apr 16, 2026 |
| MAI Capital Management | History | Added to | 8,984 | 225 | 0.0% | 0.0% | 228 | +58 | 0.65% | Q1 2026 | May 15, 2026 |
| Whitegate Investment Counselors, Inc. | History | New | 8,732 | 218 | 0.07% | — | 230 | +8,732 | New | Q1 2026 | Apr 27, 2026 |
| PFG Investments, LLC | History | Reduced | 8,686 | 217 | 0.01% | 0.01% | 231 | -359 | -3.97% | Q1 2026 | Apr 27, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 8,597 | 215 | 0.09% | 0.07% | 232 | +1,809 | 26.65% | Q1 2026 | Apr 28, 2026 |
| Pathstone Holdings, LLC | History | No change | 8,588 | 215 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 8,559 | 214 | 0.09% | 0.08% | 234 | +267 | 3.22% | Q1 2026 | Apr 23, 2026 |
| Sensenig Capital Advisors, Inc | History | Reduced | 8,433 | 211 | 0.22% | 0.34% | 235 | -4,668 | -35.63% | Q1 2026 | Apr 14, 2026 |
| First Pacific Financial | History | No change | 8,408 | 210 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 8,364 | 209 | 0.01% | 0.01% | 237 | -2,733 | -24.63% | Q1 2026 | Apr 17, 2026 |
| CWC Advisors, LLC. | History | Added to | 8,249 | 206 | 0.1% | 0.1% | 238 | +2 | 0.02% | Q1 2026 | Apr 16, 2026 |
| Ameritas Advisory Services, LLC | History | New | 8,166 | 204 | 0.01% | — | 239 | +8,166 | New | Q1 2026 | May 12, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 7,829 | 196 | 0.01% | — | 240 | +7,829 | New | Q1 2026 | Apr 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 7,298 | 182 | 0.04% | 0.03% | 241 | +1,189 | 19.46% | Q1 2026 | May 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,260 | 181 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hills Bank & Trust Co | History | Added to | 6,973 | 174 | 0.01% | 0.01% | 243 | +279 | 4.17% | Q1 2026 | May 01, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 6,973 | 174 | 0.05% | 0.05% | 244 | -9 | -0.13% | Q1 2026 | May 05, 2026 |
| Front Row Advisors LLC | History | Added to | 6,490 | 162 | 0.05% | 0.05% | 245 | +400 | 6.57% | Q1 2026 | May 19, 2026 |
| Arkos Global Advisors | History | New | 6,399 | 160 | 0.02% | — | 246 | +6,399 | New | Q1 2026 | May 13, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 6,177 | 154 | 0.04% | 0.03% | 247 | +1,502 | 32.13% | Q1 2026 | Apr 20, 2026 |
| Finley Financial, LLC | History | No change | 6,150 | 154 | 0.07% | 0.07% | 248 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rossby Financial, LCC | History | Added to | 5,953 | 148 | 0.03% | 0.02% | 249 | +3,324 | 126.44% | Q1 2026 | May 11, 2026 |
| American Capital Advisory, LLC | History | No change | 5,890 | 147 | 0.06% | 0.06% | 250 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WFA of San Diego, LLC | History | No change | 5,501 | 137 | 0.11% | 0.1% | 251 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MOTCO | History | No change | 5,319 | 133 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 5,022 | 125 | 0.0% | 0.0% | 253 | -1,041 | -17.17% | Q1 2026 | May 08, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 4,885 | 122 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Gould Capital, LLC | History | Added to | 4,666 | 116 | 0.07% | 0.05% | 255 | +1,609 | 52.63% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 4,590 | 115 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 4,518 | 113 | 0.09% | 0.12% | 258 | -1,091 | -19.45% | Q1 2026 | Apr 07, 2026 |
| Capital Analysts, LLC | History | Added to | 4,523 | 113 | 0.0% | 0.0% | 257 | +1,056 | 30.46% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | New | 4,270 | 107 | 0.0% | — | 259 | +4,270 | New | Q1 2026 | May 06, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 4,002 | 100 | 0.02% | 0.02% | 260 | -256 | -6.01% | Q1 2026 | Apr 30, 2026 |
| RMG Wealth Management LLC | History | New | 3,796 | 94 | 0.01% | — | 263 | +3,796 | New | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | New | 3,787 | 94 | 0.0% | — | 262 | +3,787 | New | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | No change | 3,783 | 94 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 3,703 | 93 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | No change | 3,402 | 85 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Armor Investment Advisors, LLC | History | No change | 3,200 | 80 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 3,045 | 76 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Creative Capital Management Investments LLC | History | No change | 2,991 | 74 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SOFI WEALTH, LLC | History | Added to | 2,623 | 65 | 0.0% | 0.0% | 269 | +901 | 52.32% | Q1 2026 | May 05, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 1,924 | 48 | 0.02% | 0.03% | 270 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,869 | 46 | 0.0% | 0.0% | 271 | -89 | -4.55% | Q1 2026 | May 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,678 | 42 | 0.03% | 0.02% | 272 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,650 | 41 | 0.0% | — | 274 | +1,650 | New | Q1 2026 | May 11, 2026 |
| Sachetta, LLC | History | Reduced | 1,671 | 41 | 0.02% | 0.02% | 273 | -73 | -4.19% | Q1 2026 | May 01, 2026 |
| Bangor Savings Bank | History | Reduced | 1,580 | 39 | 0.0% | 0.0% | 276 | -100 | -5.95% | Q1 2026 | Apr 01, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 1,590 | 39 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,470 | 37 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,453 | 36 | 0.0% | 0.0% | 278 | -137 | -8.62% | Q1 2026 | Apr 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 35,598 | 35 | 0.0% | 0.0% | 279 | -9,879 | -21.72% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,425 | 35 | 0.02% | 0.02% | 280 | -60 | -4.04% | Q1 2026 | May 15, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 1,079 | 27 | 0.01% | 0.07% | 281 | -3,965 | -78.61% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | No change | 1,000 | 25 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 926 | 23 | 0.0% | 0.0% | 283 | -782 | -45.78% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 800 | 20 | 0.0% | — | 286 | +800 | New | Q1 2026 | May 07, 2026 |
| Triumph Capital Management | History | Added to | 825 | 20 | 0.0% | 0.0% | 284 | +131 | 18.88% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 801 | 20 | 0.0% | 0.0% | 285 | +6 | 0.75% | Q1 2026 | Apr 24, 2026 |
| CVA Family Office, LLC | History | No change | 781 | 19 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 749 | 18 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WealthShield Partners, LLC | History | Reduced | 594 | 14 | 0.0% | 0.0% | 290 | -160 | -21.22% | Q1 2026 | May 01, 2026 |
| DT Investment Partners, LLC | History | No change | 592 | 14 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 550 | 13 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 488 | 12 | 0.0% | — | 292 | +488 | New | Q1 2026 | May 08, 2026 |
| Mosley Wealth Management | History | New | 480 | 12 | 0.01% | — | 293 | +480 | New | Q1 2026 | Apr 27, 2026 |
| Your Advocates Ltd., LLP | History | Reduced | 406 | 10 | 0.0% | 0.0% | 295 | -135 | -24.95% | Q1 2026 | Apr 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 400 | 10 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Winthrop Capital Management, LLC | History | No change | 365 | 9 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BlackRock, Inc. | History | Reduced | 356 | 8 | 0.0% | 0.0% | 297 | -253 | -41.54% | Q1 2026 | May 13, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 318 | 7 | 0.0% | 0.0% | 298 | +50 | 18.66% | Q1 2026 | Apr 14, 2026 |
| Spire Wealth Management | History | No change | 299 | 7 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CoreCap Advisors, LLC | History | No change | 289 | 7 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |