iSHARES TRUST - SUSC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 9,927,434 | 229,697 | 0.06% | 0.07% | 1 | +465,191 | 4.92% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,549,638 | 104,664 | 0.01% | 0.01% | 2 | +63,682 | 1.42% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 3,630,036 | 83,990 | 0.18% | 0.19% | 3 | -58,955 | -1.6% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 3,341,489 | 77,314 | 0.02% | 0.02% | 4 | +262,745 | 8.53% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 3,172,247 | 73,399 | 0.01% | 0.0% | 5 | +2,768,196 | 685.11% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 2,158,124 | 49,934 | 0.28% | 0.17% | 6 | +39,026 | 1.84% | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,621,180 | 37,549 | 0.01% | 0.01% | 7 | -30,875 | -1.87% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 1,593,341 | 36,870 | 0.07% | 0.07% | 8 | -8,785 | -0.55% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 1,308,868 | 30,284 | 0.02% | 0.02% | 9 | +77,462 | 6.29% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 1,061,700 | 24,565 | 0.0% | 0.0% | 10 | +131,203 | 14.1% | Q1 2026 | May 15, 2026 |
| Acorns Advisers, LLC | History | Added to | 1,028,616 | 23,800 | 0.18% | 0.18% | 11 | +7,673 | 0.75% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 928,326 | 21,479 | 0.02% | 0.02% | 12 | +6,354 | 0.69% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 861,162 | 19,925 | 0.0% | 0.0% | 13 | +25,617 | 3.07% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 832,845 | 19,270 | 0.01% | 0.01% | 14 | +37,944 | 4.77% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 818,823 | 18,945 | 0.05% | 0.04% | 15 | +152,713 | 22.93% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 741,792 | 17,163 | 0.13% | 0.14% | 16 | +11,147 | 1.53% | Q1 2026 | Apr 07, 2026 |
| IMPACTfolio, LLC | History | Added to | 603,397 | 13,961 | 5.93% | 5.62% | 17 | +30,597 | 5.34% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 571,618 | 13,226 | 0.0% | 0.0% | 18 | +509,832 | 825.16% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 469,317 | 10,858 | 0.03% | 0.03% | 19 | +11,374 | 2.48% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 464,978 | 10,758 | 0.0% | 0.0% | 20 | +50,928 | 12.3% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 433,360 | 10,026 | 0.0% | 0.0% | 21 | +81,362 | 23.11% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 383,281 | 8,868 | 0.0% | 0.0% | 22 | +4,066 | 1.07% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 351,109 | 8,123 | 0.02% | 0.01% | 23 | +46,610 | 15.31% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 320,249 | 7,411 | 0.0% | 0.0% | 24 | +42,720 | 15.39% | Q1 2026 | May 15, 2026 |
| One Wealth Advisors, LLC | History | Added to | 318,544 | 7,370 | 0.92% | 0.9% | 25 | +3,399 | 1.08% | Q1 2026 | Apr 21, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 314,454 | 7,275 | 6.02% | 6.03% | 26 | +28,250 | 9.87% | Q1 2026 | Apr 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 272,819 | 6,312 | 0.0% | 0.0% | 27 | -145,727 | -34.82% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 271,606 | 6,284 | 0.02% | 0.02% | 28 | +1,567 | 0.58% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 268,193 | 6,205 | 0.02% | 0.01% | 29 | +14,343 | 5.65% | Q1 2026 | Apr 22, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 262,624 | 6,076 | 0.01% | 0.01% | 30 | -55,234 | -17.38% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 252,770 | 5,848 | 0.11% | 0.1% | 31 | +1,854 | 0.74% | Q1 2026 | Apr 10, 2026 |
| Archer Investment Management, LLC | History | Added to | 244,396 | 5,654 | 2.38% | 0.65% | 32 | +192,340 | 369.49% | Q1 2026 | Apr 08, 2026 |
| Invera Wealth Advisors, LLC | History | Added to | 243,091 | 5,624 | 3.61% | 3.49% | 33 | +7,115 | 3.02% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 243,186 | 5,613 | 0.01% | 0.01% | 34 | -4,598 | -1.86% | Q1 2026 | May 01, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 239,270 | 5,536 | 0.05% | 0.04% | 35 | +50,321 | 26.63% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 222,983 | 5,214 | 0.03% | 0.03% | 36 | +18,078 | 8.82% | Q1 2026 | May 15, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 218,857 | 5,063 | 0.53% | 0.44% | 37 | +47,246 | 27.53% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 210,400 | 4,857 | 0.03% | 0.03% | 38 | -1,493 | -0.7% | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 205,630 | 4,757 | 0.07% | 0.07% | 39 | -4,526 | -2.15% | Q1 2026 | May 05, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 204,823 | 4,739 | 1.77% | 1.71% | 40 | +9,907 | 5.08% | Q1 2026 | Apr 13, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 202,382 | 4,696 | 0.64% | 0.71% | 41 | +1,285 | 0.64% | Q1 2026 | Apr 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 190,279 | 4,402 | 0.01% | 0.01% | 42 | -13,422 | -6.59% | Q1 2026 | Apr 27, 2026 |
| Composition Wealth, LLC | History | Added to | 184,364 | 4,265 | 0.06% | 0.06% | 43 | +5,821 | 3.26% | Q1 2026 | Apr 08, 2026 |
| Sharkey, Howes & Javer | History | Added to | 181,359 | 4,196 | 0.57% | 0.53% | 44 | +3,697 | 2.08% | Q1 2026 | Apr 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 180,943 | 4,186 | 0.01% | 0.0% | 45 | +136,834 | 310.22% | Q1 2026 | May 15, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 156,770 | 3,666 | 0.69% | 0.69% | 46 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WESBANCO BANK INC | History | Reduced | 155,698 | 3,602 | 0.1% | 0.1% | 47 | -1,695 | -1.08% | Q1 2026 | Apr 21, 2026 |
| GeoWealth Management, LLC | History | Added to | 144,273 | 3,338 | 0.12% | 0.12% | 48 | +776 | 0.54% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 127,395 | 2,947 | 0.02% | 0.02% | 49 | +26,357 | 26.09% | Q1 2026 | Apr 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 121,067 | 2,801 | 0.05% | 0.05% | 50 | +5,119 | 4.41% | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | Reduced | 121,045 | 2,800 | 0.01% | 0.02% | 51 | -7,653 | -5.95% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Reduced | 120,706 | 2,792 | 0.01% | 0.01% | 52 | -861 | -0.71% | Q1 2026 | May 14, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 99,956 | 2,312 | 1.92% | 1.96% | 53 | -1,048 | -1.04% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 98,579 | 2,280 | 0.0% | — | 54 | +98,579 | New | Q1 2026 | Apr 08, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 98,454 | 2,278 | 0.07% | 0.07% | 55 | +3,268 | 3.43% | Q1 2026 | Apr 14, 2026 |
| Summit Wealth Group, LLC | History | Added to | 96,649 | 2,236 | 0.51% | 0.52% | 56 | +2,025 | 2.14% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Added to | 91,237 | 2,111 | 0.02% | 0.02% | 57 | +2,728 | 3.08% | Q1 2026 | Apr 16, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 91,152 | 2,109 | 1.09% | 1.02% | 58 | +1,771 | 1.98% | Q1 2026 | May 06, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 86,139 | 1,993 | 0.08% | 0.06% | 59 | +63,340 | 277.82% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 83,847 | 1,940 | 0.02% | 0.02% | 60 | +5,092 | 6.47% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Reduced | 80,980 | 1,866 | 0.38% | 0.86% | 61 | -38,041 | -31.96% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 77,581 | 1,795 | 0.01% | 0.01% | 62 | +5,116 | 7.06% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 76,668 | 1,773 | 0.01% | 0.01% | 63 | +698 | 0.92% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 75,666 | 1,750 | 0.0% | 0.0% | 64 | -7,551 | -9.07% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 74,717 | 1,728 | 0.01% | 0.01% | 65 | +3,176 | 4.44% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 74,495 | 1,723 | 0.02% | 0.02% | 66 | +18,033 | 31.94% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | New | 73,608 | 1,703 | 0.0% | — | 67 | +73,608 | New | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 72,495 | 1,677 | 0.0% | 0.0% | 68 | +4,229 | 6.19% | Q1 2026 | Apr 30, 2026 |
| BIRCHBROOK, INC. | History | Added to | 72,177 | 1,670 | 0.82% | 0.81% | 69 | +2,622 | 3.77% | Q1 2026 | Apr 08, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 70,981 | 1,642 | 0.13% | 0.13% | 70 | -2,262 | -3.09% | Q1 2026 | Apr 24, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 69,754 | 1,613 | 0.49% | 0.35% | 71 | -11 | -0.02% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 68,941 | 1,589 | 0.02% | 0.01% | 72 | +15,909 | 30.0% | Q1 2026 | Apr 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 68,249 | 1,579 | 0.0% | 0.0% | 73 | +3,736 | 5.79% | Q1 2026 | May 05, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 67,772 | 1,568 | 0.83% | 0.79% | 74 | +7,150 | 11.79% | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 65,299 | 1,510 | 0.01% | 0.01% | 75 | +29,504 | 82.42% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 63,940 | 1,479 | 0.03% | 0.03% | 76 | -804 | -1.24% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 62,975 | 1,457 | 0.02% | 0.02% | 77 | -1,556 | -2.41% | Q1 2026 | May 15, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 62,030 | 1,435 | 0.24% | 0.23% | 78 | +1,095 | 1.8% | Q1 2026 | Apr 29, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 60,257 | 1,394 | 0.03% | 0.03% | 79 | +4,733 | 8.52% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 59,785 | 1,383 | 0.02% | 0.02% | 80 | +2,741 | 4.81% | Q1 2026 | Apr 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 59,648 | 1,380 | 0.02% | 0.02% | 81 | +7,798 | 15.04% | Q1 2026 | May 11, 2026 |
| Skyline Advisors, Inc. | History | New | 58,124 | 1,344 | 0.47% | — | 82 | +58,124 | New | Q1 2026 | Apr 20, 2026 |
| JNBA Financial Advisors | History | Added to | 57,934 | 1,340 | 0.11% | 0.11% | 83 | +2,894 | 5.26% | Q1 2026 | Apr 22, 2026 |
| SOFI WEALTH, LLC | History | Added to | 56,392 | 1,304 | 0.06% | 0.05% | 84 | +12,342 | 28.02% | Q1 2026 | May 05, 2026 |
| WealthShield Partners, LLC | History | Added to | 55,067 | 1,274 | 0.14% | 0.13% | 85 | +4,842 | 9.64% | Q1 2026 | May 01, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 54,597 | 1,261 | 0.02% | 0.04% | 86 | +20,691 | 61.02% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | New | 54,275 | 1,255 | 0.0% | — | 87 | +54,275 | New | Q1 2026 | May 15, 2026 |
| RCS Financial Planning, LLC | History | Added to | 54,099 | 1,251 | 0.65% | 0.53% | 88 | +1,612 | 3.07% | Q1 2026 | Apr 21, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 54,058 | 1,250 | 0.18% | 0.18% | 89 | -2,612 | -4.61% | Q1 2026 | Apr 13, 2026 |
| One Capital Management, LLC | History | Added to | 53,084 | 1,228 | 0.03% | 0.03% | 90 | +5,873 | 12.44% | Q1 2026 | May 12, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 52,141 | 1,206 | 0.32% | 0.32% | 91 | +1,285 | 2.53% | Q1 2026 | Apr 23, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 51,360 | 1,188 | 0.47% | 0.47% | 92 | +2,069 | 4.2% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 49,799 | 1,152 | 0.05% | 0.05% | 93 | +3,499 | 7.56% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 48,960 | 1,132 | 0.0% | 0.0% | 94 | +8,261 | 20.3% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 48,613 | 1,124 | 0.01% | 0.01% | 95 | +7,715 | 18.86% | Q1 2026 | Apr 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 48,098 | 1,112 | 0.03% | 0.04% | 96 | +2,768 | 6.11% | Q1 2026 | May 15, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 47,390 | 1,096 | 0.38% | 0.34% | 97 | +3,902 | 8.97% | Q1 2026 | May 05, 2026 |
| Vision Capital Management, Inc. | History | Added to | 46,629 | 1,078 | 0.14% | 0.13% | 98 | +489 | 1.06% | Q1 2026 | Apr 24, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 45,852 | 1,060 | 0.02% | 0.02% | 99 | +647 | 1.43% | Q1 2026 | May 04, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 44,588 | 1,031 | 0.14% | 0.14% | 100 | +963 | 2.21% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 44,419 | 1,027 | 0.0% | 0.0% | 101 | +14,613 | 49.03% | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 41,751 | 966 | 0.1% | 0.1% | 102 | +5 | 0.01% | Q1 2026 | May 14, 2026 |
| Austin Private Wealth, LLC | History | No change | 41,207 | 963 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| &PARTNERS | History | Added to | 41,262 | 954 | 0.0% | 0.0% | 104 | +2,780 | 7.22% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 41,146 | 952 | 0.0% | 0.0% | 105 | +3,641 | 9.71% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 39,719 | 919 | 0.03% | 0.03% | 106 | +1,848 | 4.88% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 39,211 | 907 | 0.0% | 0.0% | 107 | -5,314 | -11.93% | Q1 2026 | May 12, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 38,903 | 900 | 0.04% | 0.03% | 108 | +2,153 | 5.86% | Q1 2026 | May 14, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 38,535 | 891 | 0.03% | 0.03% | 109 | +2,400 | 6.64% | Q1 2026 | Apr 24, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 38,307 | 886 | 0.1% | 0.1% | 110 | +554 | 1.47% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 38,070 | 880 | 0.0% | 0.01% | 111 | -11,763 | -23.6% | Q1 2026 | Apr 30, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 37,716 | 872 | 0.23% | 0.23% | 112 | +178 | 0.47% | Q1 2026 | Apr 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 36,706 | 840 | 0.0% | 0.0% | 113 | +9,706 | 35.95% | Q1 2026 | May 15, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 35,868 | 829 | 0.25% | 0.21% | 114 | +5,947 | 19.88% | Q1 2026 | Apr 20, 2026 |
| PAYDEN & RYGEL | History | No change | 35,557 | 823 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 34,308 | 793 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Navigation Group, LLC | History | New | 33,826 | 782 | 0.18% | — | 117 | +33,826 | New | Q1 2026 | May 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 33,548 | 776 | 0.01% | 0.0% | 118 | +22,304 | 198.36% | Q1 2026 | May 13, 2026 |
| Continuum Advisory, LLC | History | Reduced | 32,983 | 763 | 0.07% | 0.08% | 119 | -119 | -0.36% | Q1 2026 | Apr 22, 2026 |
| MA Private Wealth | History | No change | 32,696 | 756 | 0.13% | 0.13% | 120 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 32,484 | 751 | 0.04% | 0.04% | 121 | +16,331 | 101.1% | Q1 2026 | Apr 22, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 31,968 | 739 | 0.03% | 0.02% | 122 | +8,768 | 37.79% | Q1 2026 | Apr 21, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 31,312 | 726 | 0.32% | 0.31% | 123 | +425 | 1.38% | Q1 2026 | May 04, 2026 |
| Atria Investments, Inc | History | Added to | 30,882 | 714 | 0.01% | 0.01% | 124 | +1,273 | 4.3% | Q1 2026 | May 05, 2026 |
| Traveka Wealth, LLC | History | Added to | 30,651 | 709 | 0.27% | 0.28% | 125 | +742 | 2.48% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 30,586 | 707 | 0.0% | 0.0% | 126 | +15,792 | 106.75% | Q1 2026 | May 15, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 30,308 | 701 | 0.04% | 0.04% | 127 | +225 | 0.75% | Q1 2026 | May 11, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 28,615 | 662 | 0.69% | 0.76% | 128 | -2,833 | -9.01% | Q1 2026 | Apr 23, 2026 |
| McIlrath & Eck, LLC | History | Added to | 28,483 | 659 | 0.05% | 0.06% | 129 | +643 | 2.31% | Q1 2026 | May 19, 2026 |
| Gradient Investments LLC | History | Added to | 27,625 | 639 | 0.01% | 0.01% | 130 | +302 | 1.11% | Q1 2026 | Apr 13, 2026 |
| Keystone Financial Services | History | Reduced | 27,565 | 637 | 0.19% | 0.19% | 131 | -7 | -0.03% | Q1 2026 | May 06, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 27,327 | 632 | 0.18% | 0.09% | 132 | +14,247 | 108.92% | Q1 2026 | May 14, 2026 |
| Kelsey Financial, LLC | History | Added to | 27,137 | 627 | 0.55% | 0.51% | 133 | +1,572 | 6.15% | Q1 2026 | May 06, 2026 |
| Neumann Capital Management, LLC | History | Added to | 26,250 | 607 | 0.18% | 0.17% | 134 | +400 | 1.55% | Q1 2026 | Apr 13, 2026 |
| Blue Edge Capital, LLC | History | No change | 25,752 | 602 | 0.08% | 0.08% | 135 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | No change | 25,729 | 595 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 25,496 | 589 | 0.02% | 0.01% | 137 | +10,533 | 70.39% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 25,224 | 583 | 0.0% | 0.0% | 138 | +488 | 1.97% | Q1 2026 | Apr 27, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 25,095 | 580 | 0.23% | 0.18% | 139 | +5,293 | 26.73% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 24,928 | 576 | 0.01% | 0.01% | 140 | +147 | 0.59% | Q1 2026 | May 13, 2026 |
| JB Capital LLC | History | Reduced | 23,802 | 550 | 0.02% | 0.02% | 141 | -140 | -0.58% | Q1 2026 | Apr 27, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 23,566 | 545 | 0.05% | 0.05% | 142 | +1,269 | 5.69% | Q1 2026 | Apr 30, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 23,440 | 542 | 0.26% | 0.27% | 143 | +358 | 1.55% | Q1 2026 | May 05, 2026 |
| EQ LLC | History | Added to | 23,259 | 538 | 0.15% | 0.14% | 144 | +2,765 | 13.49% | Q1 2026 | May 06, 2026 |
| Wells Financial Advisors INC | History | Added to | 23,045 | 533 | 2.42% | 0.99% | 145 | +700 | 3.13% | Q1 2026 | May 07, 2026 |
| MBE Wealth Management, LLC | History | Added to | 22,927 | 530 | 0.22% | 0.19% | 146 | +3,641 | 18.88% | Q1 2026 | Apr 21, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 22,818 | 527 | 0.12% | 0.12% | 147 | -216 | -0.94% | Q1 2026 | Apr 28, 2026 |
| Ascent Group, LLC | History | Added to | 22,668 | 524 | 0.02% | 0.02% | 148 | +555 | 2.51% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 22,292 | 515 | 0.07% | — | 149 | +22,292 | New | Q1 2026 | Apr 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 21,968 | 508 | 0.02% | 0.02% | 150 | +1,464 | 7.14% | Q1 2026 | Apr 14, 2026 |
| PROFFITT & GOODSON INC | History | No change | 21,577 | 499 | 0.08% | 0.07% | 151 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Peak Financial Management, Inc. | History | Added to | 21,545 | 498 | 0.13% | 0.12% | 152 | +1,785 | 9.03% | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 21,057 | 492 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 20,589 | 476 | 0.01% | 0.01% | 154 | +237 | 1.16% | Q1 2026 | May 12, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 20,358 | 471 | 0.03% | 0.03% | 155 | -1,115 | -5.19% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 20,386 | 470 | 0.06% | 0.0% | 156 | +20,120 | 7563.91% | Q1 2026 | May 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 19,715 | 456 | 0.05% | 0.05% | 157 | +880 | 4.67% | Q1 2026 | Apr 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 19,579 | 453 | 0.01% | 0.01% | 158 | +666 | 3.52% | Q1 2026 | Apr 07, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 19,561 | 452 | 0.22% | 0.25% | 159 | -1,069 | -5.18% | Q1 2026 | Apr 16, 2026 |
| Napier Financial, LLC | History | Reduced | 19,325 | 447 | 0.1% | 0.13% | 160 | -2,486 | -11.4% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 19,248 | 445 | 0.0% | 0.0% | 161 | -7,598 | -28.3% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 19,014 | 439 | 0.01% | 0.01% | 162 | +69 | 0.36% | Q1 2026 | May 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 18,880 | 436 | 0.01% | 0.01% | 163 | +591 | 3.23% | Q1 2026 | May 07, 2026 |
| American Money Management, LLC | History | Reduced | 18,837 | 435 | 0.07% | 0.08% | 164 | -3,483 | -15.6% | Q1 2026 | May 11, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 18,212 | 421 | 0.01% | 0.01% | 165 | -818 | -4.3% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 17,259 | 399 | 0.0% | 0.0% | 166 | +2,755 | 18.99% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 17,210 | 398 | 0.01% | 0.01% | 167 | +2 | 0.01% | Q1 2026 | Apr 08, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 17,169 | 397 | 0.12% | 0.11% | 168 | +2,819 | 19.64% | Q1 2026 | May 13, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 17,047 | 394 | 0.25% | 0.26% | 169 | -696 | -3.92% | Q1 2026 | Apr 15, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 16,816 | 392 | 0.02% | 0.01% | 170 | +3,404 | 25.38% | Q1 2026 | Apr 24, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 16,516 | 382 | 0.01% | 0.01% | 171 | +28 | 0.17% | Q1 2026 | Apr 21, 2026 |
| Carr Financial Group Corp | History | Added to | 16,136 | 373 | 0.1% | 0.1% | 172 | +118 | 0.74% | Q1 2026 | May 12, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 16,062 | 371 | 0.17% | 0.17% | 173 | +659 | 4.28% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 15,645 | 361 | 0.33% | 0.35% | 175 | -186 | -1.17% | Q1 2026 | May 08, 2026 |
| Occidental Asset Management, LLC | History | Added to | 15,634 | 361 | 0.04% | 0.04% | 174 | +40 | 0.26% | Q1 2026 | Apr 15, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 15,514 | 358 | 0.02% | 0.02% | 176 | +1,200 | 8.38% | Q1 2026 | Apr 29, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 15,202 | 351 | 0.22% | 0.2% | 177 | -614 | -3.88% | Q1 2026 | Apr 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 15,152 | 350 | 0.0% | 0.0% | 178 | -3,344 | -18.08% | Q1 2026 | May 13, 2026 |
| Asempa Wealth Advisors | History | Reduced | 14,977 | 345 | 0.3% | 0.54% | 179 | -11,732 | -43.93% | Q1 2026 | Apr 08, 2026 |
| Maia Wealth LLC | History | Added to | 14,829 | 343 | 0.06% | 0.06% | 180 | +59 | 0.4% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Reduced | 14,695 | 340 | 0.01% | 0.01% | 181 | -274 | -1.83% | Q1 2026 | May 15, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 14,664 | 339 | 0.32% | 0.29% | 182 | +358 | 2.5% | Q1 2026 | May 08, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 14,570 | 337 | 0.07% | 0.07% | 183 | +390 | 2.75% | Q1 2026 | May 01, 2026 |
| XY Planning Network, Inc. | History | Added to | 14,378 | 331 | 0.05% | 0.06% | 184 | +35 | 0.24% | Q1 2026 | Apr 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 14,189 | 328 | 0.0% | — | 185 | +14,189 | New | Q1 2026 | May 01, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 14,092 | 326 | 0.26% | 0.28% | 186 | -1,078 | -7.11% | Q1 2026 | May 15, 2026 |
| Five Pine Wealth Management | History | Added to | 13,897 | 321 | 0.2% | 0.2% | 187 | +866 | 6.65% | Q1 2026 | Apr 16, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 13,839 | 320 | 0.0% | 0.0% | 188 | +755 | 5.77% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,735 | 317 | 0.0% | 0.01% | 189 | +263 | 1.95% | Q1 2026 | May 15, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 13,649 | 315 | 0.33% | 0.32% | 190 | +99 | 0.73% | Q1 2026 | May 12, 2026 |
| Keener Financial Planning LLC | History | Added to | 13,442 | 311 | 0.13% | 0.14% | 191 | +26 | 0.19% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 13,252 | 309 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Tribridge Partners Financial LLC | History | No change | 13,355 | 308 | 0.13% | 0.13% | 193 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 13,214 | 305 | 0.1% | 0.11% | 194 | +657 | 5.23% | Q1 2026 | May 12, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 12,713 | 294 | 0.2% | 0.19% | 195 | +164 | 1.31% | Q1 2026 | May 04, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 12,136 | 280 | 0.04% | 0.51% | 196 | -137,381 | -91.88% | Q1 2026 | Apr 16, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 11,991 | 280 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 12,014 | 277 | 0.0% | 0.0% | 199 | +2,052 | 20.6% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 12,014 | 277 | 0.02% | 0.02% | 198 | +277 | 2.36% | Q1 2026 | Apr 20, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 11,818 | 273 | 0.04% | 0.04% | 200 | -60 | -0.51% | Q1 2026 | Apr 17, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 11,768 | 272 | 0.01% | 0.01% | 201 | +186 | 1.61% | Q1 2026 | May 12, 2026 |
| Centurion Wealth Management LLC | History | Added to | 11,708 | 270 | 0.06% | 0.05% | 202 | +1,163 | 11.03% | Q1 2026 | Apr 10, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,579 | 267 | 0.01% | 0.01% | 203 | +64 | 0.56% | Q1 2026 | May 19, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 11,195 | 261 | 0.02% | 0.02% | 204 | +253 | 2.31% | Q1 2026 | Apr 29, 2026 |
| WBH ADVISORY INC | History | Added to | 10,962 | 252 | 0.02% | 0.02% | 205 | +99 | 0.91% | Q1 2026 | Apr 27, 2026 |
| Finley Financial, LLC | History | No change | 10,850 | 251 | 0.12% | 0.12% | 206 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PFG Advisors | History | Reduced | 10,808 | 250 | 0.01% | 0.01% | 207 | -1,470 | -11.97% | Q1 2026 | May 05, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 10,842 | 250 | 0.04% | 0.04% | 208 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Independent Advisor Alliance | History | New | 10,714 | 247 | 0.0% | — | 209 | +10,714 | New | Q1 2026 | May 12, 2026 |
| Csenge Advisory Group | History | New | 10,566 | 244 | 0.01% | — | 210 | +10,566 | New | Q1 2026 | Apr 30, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 10,424 | 241 | 0.11% | 0.11% | 211 | +407 | 4.06% | Q1 2026 | Apr 24, 2026 |
| Rockport Wealth LLC | History | Added to | 10,331 | 239 | 0.04% | 0.05% | 212 | +204 | 2.01% | Q1 2026 | May 05, 2026 |
| Vantus Wealth LLC | History | No change | 10,234 | 239 | 0.18% | 0.18% | 213 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 9,991 | 231 | 0.06% | 0.05% | 215 | +2,420 | 31.96% | Q1 2026 | Apr 20, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 10,026 | 231 | 0.01% | 0.01% | 214 | -356 | -3.43% | Q1 2026 | Apr 29, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 9,976 | 230 | 0.13% | — | 217 | +9,976 | New | Q1 2026 | May 11, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 9,967 | 230 | 0.2% | 0.2% | 216 | +190 | 1.94% | Q1 2026 | May 11, 2026 |
| Veridan Wealth LLC | History | Reduced | 9,917 | 229 | 0.08% | 0.08% | 218 | -281 | -2.76% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 9,836 | 227 | 0.0% | 0.0% | 219 | -92 | -0.93% | Q1 2026 | May 12, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 9,777 | 226 | 0.08% | 0.08% | 221 | +31 | 0.32% | Q1 2026 | Apr 08, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 9,677 | 226 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 9,706 | 224 | 0.02% | 0.03% | 222 | -121 | -1.23% | Q1 2026 | May 12, 2026 |
| Capasso Planning Partners LLC | History | No change | 9,527 | 222 | 0.12% | 0.12% | 223 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LVW Advisors, LLC | History | Added to | 9,463 | 218 | 0.02% | 0.02% | 224 | +636 | 7.21% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 9,339 | 216 | 0.0% | 0.0% | 226 | +697 | 8.07% | Q1 2026 | Apr 28, 2026 |
| High Falls Advisors, Inc | History | No change | 9,259 | 216 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 9,242 | 213 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GTS FINANCIAL, LLC | History | New | 9,216 | 212 | 0.17% | — | 228 | +9,216 | New | Q1 2026 | May 19, 2026 |
| GreatBanc Trust CO | History | New | 9,000 | 208 | 0.15% | — | 230 | +9,000 | New | Q1 2026 | Apr 30, 2026 |
| Kestra Investment Management, LLC | History | Added to | 9,022 | 208 | 0.0% | 0.01% | 229 | +150 | 1.69% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 8,862 | 205 | 0.05% | 0.06% | 231 | -412 | -4.44% | Q1 2026 | Apr 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 8,780 | 203 | 0.0% | 0.01% | 232 | -1,765 | -16.74% | Q1 2026 | May 11, 2026 |
| Wharton Business Group, LLC | History | Reduced | 8,760 | 202 | 0.01% | 0.01% | 233 | -430 | -4.68% | Q1 2026 | May 07, 2026 |
| Perennial Investment Advisors, LLC | History | New | 8,707 | 201 | 0.02% | — | 234 | +8,707 | New | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 8,117 | 187 | 0.0% | 0.0% | 235 | -165 | -1.99% | Q1 2026 | Apr 30, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 7,950 | 183 | 0.18% | 0.16% | 236 | +1,000 | 14.39% | Q1 2026 | Apr 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 7,547 | 174 | 0.0% | 0.0% | 237 | -313 | -3.98% | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 6,794 | 157 | 0.01% | 0.01% | 238 | +2,044 | 43.03% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 6,439 | 148 | 0.0% | 0.0% | 239 | +204 | 3.27% | Q1 2026 | May 13, 2026 |
| Acropolis Investment Management, LLC | History | New | 6,305 | 145 | 0.01% | — | 241 | +6,305 | New | Q1 2026 | Apr 09, 2026 |
| Fairway Wealth LLC | History | Added to | 6,297 | 145 | 0.04% | 0.04% | 240 | +46 | 0.74% | Q1 2026 | Apr 23, 2026 |
| EASTERN BANK | History | Reduced | 5,777 | 133 | 0.0% | 0.0% | 242 | -532 | -8.43% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Added to | 5,383 | 124 | 0.0% | 0.0% | 243 | +107 | 2.03% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 5,196 | 120 | 0.03% | — | 245 | +5,196 | New | Q1 2026 | May 08, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 5,228 | 120 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 4,796 | 110 | 0.0% | 0.0% | 246 | -70 | -1.44% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,351 | 100 | 0.0% | 0.0% | 247 | +533 | 13.96% | Q1 2026 | May 08, 2026 |
| GGM Financial LLC | History | Added to | 4,014 | 92 | 0.04% | 0.05% | 248 | +29 | 0.73% | Q1 2026 | May 11, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 3,744 | 86 | 0.03% | 0.01% | 249 | +2,156 | 135.77% | Q1 2026 | May 08, 2026 |
| Investors Portfolio Services LLC | History | Added to | 3,750 | 86 | 0.08% | 0.08% | 250 | +28 | 0.75% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | No change | 3,558 | 82 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ST GERMAIN D J CO INC | History | No change | 3,345 | 77 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 3,306 | 76 | 0.0% | — | 255 | +3,306 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,306 | 76 | 0.0% | 0.0% | 253 | -98 | -2.88% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,273 | 76 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Millstone Evans Group, LLC | History | No change | 3,209 | 74 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Milestone Investment Advisors LLC | History | No change | 3,000 | 69 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,896 | 67 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| American Capital Advisory, LLC | History | New | 2,785 | 64 | 0.03% | — | 259 | +2,785 | New | Q1 2026 | Apr 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 2,636 | 60 | 0.04% | 0.05% | 260 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 2,411 | 55 | 0.04% | 0.03% | 261 | +115 | 5.01% | Q1 2026 | May 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 2,317 | 53 | 0.03% | 0.02% | 262 | +227 | 10.86% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Added to | 2,111 | 48 | 0.0% | 0.0% | 263 | +42 | 2.03% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 2,057 | 47 | 0.02% | 0.02% | 264 | +274 | 15.37% | Q1 2026 | May 15, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 2,011 | 46 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,947 | 45 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Centennial Bank/AR/ | History | Added to | 1,800 | 41 | 0.01% | 0.01% | 267 | +200 | 12.5% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Added to | 1,689 | 39 | 0.0% | 0.0% | 268 | +26 | 1.56% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | Added to | 1,142 | 26 | 0.0% | 0.0% | 269 | +1,119 | 4865.22% | Q1 2026 | Apr 28, 2026 |
| MATHER GROUP, LLC. | History | New | 1,114 | 25 | 0.0% | — | 272 | +1,114 | New | Q1 2026 | Apr 13, 2026 |
| Kilter Group LLC | History | Added to | 1,086 | 25 | 0.01% | 0.01% | 271 | +76 | 7.52% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,090 | 25 | 0.0% | 0.0% | 270 | -14 | -1.27% | Q1 2026 | Apr 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 1,053 | 24 | 0.0% | 0.0% | 273 | +7 | 0.67% | Q1 2026 | May 06, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,013 | 23 | 0.0% | 0.0% | 274 | +8 | 0.8% | Q1 2026 | Apr 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,027 | 23 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Crewe Advisors LLC | History | Added to | 880 | 20 | 0.0% | 0.0% | 276 | +19 | 2.21% | Q1 2026 | May 07, 2026 |
| Scarborough Advisors, LLC | History | Added to | 902 | 20 | 0.0% | 0.0% | 277 | +7 | 0.78% | Q1 2026 | May 07, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 826 | 19 | 0.0% | 0.0% | 278 | +6 | 0.73% | Q1 2026 | Apr 24, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 862 | 19 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 680 | 15 | 0.0% | 0.0% | 280 | +66 | 10.75% | Q1 2026 | Apr 13, 2026 |
| DT Investment Partners, LLC | History | No change | 638 | 14 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 638 | 14 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Archer Investment Corp | History | No change | 639 | 14 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 545 | 12 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 434 | 10 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Bangor Savings Bank | History | No change | 370 | 8 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Key Capital Management, INC | History | Added to | 222 | 5 | 0.0% | 0.0% | 287 | +7 | 3.26% | Q1 2026 | May 07, 2026 |
| Raleigh Capital Management Inc. | History | New | 138 | 3 | 0.0% | — | 291 | +138 | New | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 131 | 3 | 0.0% | — | 290 | +131 | New | Q1 2026 | May 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 139 | 3 | 0.0% | 0.0% | 288 | +85 | 157.41% | Q1 2026 | May 12, 2026 |
| Community Bank, N.A. | History | No change | 146 | 3 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GW&K Investment Management, LLC | History | New | 93 | 2 | 0.0% | — | 295 | +93 | New | Q1 2026 | May 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 88 | 2 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MASECO LLP | History | No change | 105 | 2 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 128 | 2 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Reduced | 69 | 1 | 0.0% | 0.0% | 297 | -2,135 | -96.87% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | Reduced | 54 | 1 | 0.0% | 0.0% | 298 | -231 | -81.05% | Q1 2026 | May 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 58 | 1 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Lodestone Wealth Management LLC | History | No change | 86 | 1 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -104,374 | -100.0% | Q1 2026 | May 15, 2026 |