iSHARES TRUST - USRT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 4,584,272 | 271,343 | 0.0% | 0.0% | 1 | -88,364 | -1.89% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,796,252 | 165,510 | 0.2% | 0.19% | 2 | -15,594 | -0.55% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,819,664 | 107,705 | 0.07% | 0.07% | 3 | -21,423 | -1.16% | Q1 2026 | May 07, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,746,031 | 99,453 | 0.47% | 0.47% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 1,483,742 | 86,457 | 0.18% | 0.15% | 5 | +741,871 | 100.0% | Q1 2026 | May 12, 2026 |
| Trust Co of Tennessee | History | Added to | 1,234,725 | 73,083 | 13.61% | 12.53% | 6 | +127,236 | 11.49% | Q1 2026 | Apr 09, 2026 |
| Savant Capital, LLC | History | Added to | 956,526 | 56,616 | 0.27% | 0.01% | 7 | +930,103 | 3520.05% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 953,255 | 56,423 | 0.0% | 0.01% | 8 | -1,211,092 | -55.96% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 915,687 | 54,199 | 0.08% | 0.07% | 9 | +43,788 | 5.02% | Q1 2026 | May 15, 2026 |
| Disciplina Capital Management LLC | History | Added to | 861,277 | 50,978 | 5.4% | 5.01% | 10 | +92,404 | 12.02% | Q1 2026 | May 07, 2026 |
| Heritage Financial Services, LLC | History | No change | 867,698 | 49,424 | 4.13% | 4.13% | 11 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 777,590 | 46,025 | 0.08% | 0.0% | 12 | +777,226 | 213523.63% | Q1 2026 | May 01, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 774,046 | 45,815 | 0.53% | 0.0% | 13 | +767,966 | 12631.02% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 753,274 | 44,586 | 0.01% | 0.01% | 14 | +70,390 | 10.31% | Q1 2026 | May 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 713,800 | 42,249 | 0.03% | 0.05% | 15 | +89,100 | 14.26% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 618,594 | 36,604 | 0.05% | 0.05% | 16 | -18,904 | -2.97% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 591,718 | 35,023 | 0.0% | 0.01% | 17 | -841,640 | -58.72% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 576,209 | 34,105 | 0.55% | 0.53% | 18 | +38,281 | 7.12% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Reduced | 558,811 | 33,076 | 0.04% | 0.04% | 19 | -5,349 | -0.95% | Q1 2026 | May 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 526,069 | 31,138 | 0.64% | 0.6% | 20 | -1,653 | -0.31% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 420,291 | 25,301 | 0.05% | 0.04% | 21 | -68,060 | -13.94% | Q1 2026 | Apr 08, 2026 |
| Charles Schwab Trust Co | History | Reduced | 411,038 | 24,329 | 1.58% | 1.57% | 22 | -7,303 | -1.75% | Q1 2026 | Apr 10, 2026 |
| Rodgers & Associates, LTD | History | Added to | 399,013 | 23,617 | 2.4% | 2.17% | 23 | +22,762 | 6.05% | Q1 2026 | May 04, 2026 |
| CHOREO, LLC | History | Reduced | 386,762 | 22,892 | 0.28% | 0.32% | 24 | -54,239 | -12.3% | Q1 2026 | May 12, 2026 |
| 93 Financial Group, LLC | History | Added to | 376,929 | 22,310 | 9.95% | 9.06% | 25 | +11,548 | 3.16% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 368,468 | 21,810 | 0.04% | 0.04% | 26 | -50,430 | -12.04% | Q1 2026 | May 01, 2026 |
| STEPHENS INC /AR/ | History | Added to | 365,635 | 21,641 | 0.27% | 0.26% | 27 | +4,983 | 1.38% | Q1 2026 | Apr 28, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 326,791 | 19,342 | 4.31% | 4.2% | 28 | -1,532 | -0.47% | Q1 2026 | Apr 23, 2026 |
| S. R. Schill & Associates | History | Reduced | 302,482 | 17,903 | 12.09% | 13.99% | 29 | -45,471 | -13.07% | Q1 2026 | May 01, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 295,008 | 17,461 | 2.28% | 1.75% | 30 | +47,745 | 19.31% | Q1 2026 | May 08, 2026 |
| Stadion Money Management, LLC | History | New | 294,251 | 17,417 | 1.75% | — | 31 | +294,251 | New | Q1 2026 | May 15, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 286,467 | 16,955 | 1.52% | 1.48% | 32 | +6,927 | 2.48% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 281,989 | 16,690 | 0.0% | 0.0% | 33 | -19,002 | -6.31% | Q1 2026 | May 05, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 278,174 | 16,465 | 0.24% | 0.22% | 34 | +32,834 | 13.38% | Q1 2026 | Apr 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 273,603 | 16,193 | 0.03% | 0.03% | 35 | +29,402 | 12.04% | Q1 2026 | May 14, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 267,536 | 15,835 | 4.18% | 3.67% | 36 | +16,887 | 6.74% | Q1 2026 | May 08, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 266,562 | 15,777 | 0.25% | 0.23% | 37 | -10,253 | -3.7% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 253,954 | 15,034 | 0.02% | 0.02% | 38 | +16,453 | 6.93% | Q1 2026 | May 15, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Reduced | 249,700 | 14,779 | 0.35% | 0.46% | 39 | -43,600 | -14.87% | Q1 2026 | May 12, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 243,940 | 14,438 | 0.76% | 0.69% | 40 | +14,334 | 6.24% | Q1 2026 | Apr 17, 2026 |
| Lido Advisors, LLC | History | Reduced | 243,684 | 14,423 | 0.04% | 0.04% | 41 | -1,674 | -0.68% | Q1 2026 | May 13, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 223,456 | 13,226 | 1.52% | 1.75% | 42 | -74,575 | -25.02% | Q1 2026 | May 01, 2026 |
| Biltmore Wealth Management, LLC | History | Added to | 223,292 | 13,216 | 4.7% | 4.61% | 43 | +8,779 | 4.09% | Q1 2026 | Apr 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 222,463 | 13,172 | 0.0% | 0.0% | 44 | +7,342 | 3.41% | Q1 2026 | May 15, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 219,533 | 12,994 | 1.33% | 1.09% | 45 | +41,379 | 23.23% | Q1 2026 | May 15, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 209,038 | 12,372 | 1.63% | 1.62% | 46 | +4,759 | 2.33% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 200,168 | 11,847 | 0.0% | 0.0% | 47 | +136,559 | 214.69% | Q1 2026 | May 15, 2026 |
| Glenview Trust Co | History | Reduced | 193,735 | 11,467 | 0.18% | 0.17% | 48 | -919 | -0.47% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 189,146 | 11,195 | 0.01% | 0.01% | 49 | -9,413 | -4.74% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 181,734 | 10,758 | 0.0% | 0.0% | 50 | +79,265 | 77.36% | Q1 2026 | May 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 179,263 | 10,610 | 0.71% | 0.85% | 51 | +15,441 | 9.43% | Q1 2026 | May 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 177,100 | 10,482 | 0.2% | 0.11% | 52 | +76,437 | 75.93% | Q1 2026 | Apr 14, 2026 |
| Creative Planning | History | Added to | 176,791 | 10,464 | 0.01% | 0.01% | 53 | +50,817 | 40.34% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 172,870 | 10,232 | 0.0% | 0.01% | 54 | -416,509 | -70.67% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 171,701 | 10,020 | 0.36% | 0.32% | 55 | +24,413 | 16.58% | Q1 2026 | May 15, 2026 |
| Freedom Day Solutions, LLC | History | Added to | 166,710 | 9,867 | 2.65% | 2.48% | 56 | +6,376 | 3.98% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 165,874 | 9,818 | 0.05% | 0.05% | 57 | -1,200 | -0.72% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 167,642 | 9,783 | 0.0% | 0.0% | 58 | +30,170 | 21.95% | Q1 2026 | May 13, 2026 |
| Cornerstone Management, Inc. | History | Added to | 158,024 | 9,353 | 1.49% | 1.43% | 59 | +3,787 | 2.46% | Q1 2026 | Apr 16, 2026 |
| Compound Planning, Inc. | History | Added to | 141,708 | 8,387 | 0.26% | 0.24% | 60 | +602 | 0.43% | Q1 2026 | May 14, 2026 |
| ERn Financial, LLC | History | Added to | 130,440 | 7,720 | 1.45% | 1.38% | 61 | +1,599 | 1.24% | Q1 2026 | Apr 24, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 129,848 | 7,685 | 0.73% | 0.71% | 62 | +1,089 | 0.85% | Q1 2026 | Apr 09, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 128,150 | 7,585 | 1.12% | 0.94% | 63 | +20,310 | 18.83% | Q1 2026 | May 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 122,217 | 7,234 | 0.52% | 0.6% | 64 | -42,340 | -25.73% | Q1 2026 | Apr 16, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 118,609 | 7,020 | 2.28% | 2.17% | 65 | +4,547 | 3.99% | Q1 2026 | May 08, 2026 |
| Avior Wealth Management, LLC | History | Added to | 117,528 | 6,956 | 0.2% | 0.2% | 66 | +4,825 | 4.28% | Q1 2026 | Apr 09, 2026 |
| Mariner, LLC | History | Added to | 113,471 | 6,715 | 0.01% | 0.01% | 67 | +6,337 | 5.92% | Q1 2026 | May 13, 2026 |
| Legacy Financial Group LLC | History | Reduced | 111,351 | 6,590 | 0.83% | 0.82% | 68 | -29 | -0.03% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 109,924 | 6,506 | 0.01% | 0.01% | 69 | +3,137 | 2.94% | Q1 2026 | Apr 27, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 108,274 | 6,408 | 1.44% | 1.34% | 70 | +9,753 | 9.9% | Q1 2026 | May 14, 2026 |
| Peak Financial Management, Inc. | History | Added to | 102,569 | 6,071 | 1.54% | 1.45% | 71 | +3,778 | 3.82% | Q1 2026 | Apr 28, 2026 |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 97,080 | 5,746 | 14.27% | 15.25% | 72 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Wealth | History | Added to | 87,973 | 5,314 | 0.01% | 0.01% | 73 | +1,431 | 1.65% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 85,121 | 4,948 | 0.0% | 0.0% | 74 | +16,734 | 24.47% | Q1 2026 | May 15, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 80,956 | 4,791 | 2.48% | 2.21% | 75 | +1,371 | 1.72% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 78,083 | 4,621 | 0.0% | 0.0% | 76 | +1,746 | 2.29% | Q1 2026 | May 11, 2026 |
| Visionary Wealth Advisors | History | Added to | 77,793 | 4,604 | 0.2% | 0.19% | 77 | +2,038 | 2.69% | Q1 2026 | May 13, 2026 |
| Prosperity Planning, Inc. | History | Added to | 77,161 | 4,567 | 1.16% | 1.12% | 78 | +2,044 | 2.72% | Q1 2026 | Apr 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 74,791 | 4,426 | 0.01% | 0.01% | 79 | -10,107 | -11.9% | Q1 2026 | May 14, 2026 |
| Envision Financial LLC | History | Added to | 71,333 | 4,222 | 2.27% | 2.09% | 80 | +2,006 | 2.89% | Q1 2026 | Apr 16, 2026 |
| CoreCap Advisors, LLC | History | Added to | 71,036 | 4,204 | 0.14% | 0.13% | 81 | +4,120 | 6.16% | Q1 2026 | Apr 07, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 67,297 | 3,983 | 1.93% | — | 82 | +67,297 | New | Q1 2026 | May 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 67,092 | 3,971 | 0.52% | 0.47% | 83 | +7,620 | 12.81% | Q1 2026 | Apr 28, 2026 |
| Windsor Capital Management, LLC | History | Added to | 66,444 | 3,932 | 1.11% | 1.03% | 84 | +1,183 | 1.81% | Q1 2026 | Apr 10, 2026 |
| AXS Investments LLC | History | Reduced | 66,350 | 3,927 | 1.59% | 1.35% | 85 | -2,278 | -3.32% | Q1 2026 | May 06, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 59,640 | 3,782 | 1.59% | 1.48% | 86 | +4,295 | 7.76% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 63,164 | 3,738 | 0.0% | 0.0% | 87 | +9,217 | 17.09% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 62,852 | 3,720 | 0.03% | 0.03% | 88 | +746 | 1.2% | Q1 2026 | May 15, 2026 |
| Fund Evaluation Group, LLC | History | No change | 62,010 | 3,670 | 0.11% | 0.12% | 89 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 60,971 | 3,609 | 0.01% | 0.0% | 90 | +33,896 | 125.19% | Q1 2026 | Apr 30, 2026 |
| COMMERCE BANK | History | Added to | 60,329 | 3,570 | 0.02% | 0.02% | 91 | +10,315 | 20.62% | Q1 2026 | May 11, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 57,453 | 3,400 | 0.53% | 0.5% | 92 | +3,361 | 6.21% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 56,867 | 3,365 | 0.08% | 0.08% | 93 | +876 | 1.56% | Q1 2026 | Apr 07, 2026 |
| Naviter Wealth, LLC | History | Reduced | 56,594 | 3,349 | 0.42% | 0.47% | 94 | -6,277 | -9.98% | Q1 2026 | Apr 10, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 55,174 | 3,285 | 0.06% | 0.07% | 95 | -12,694 | -18.7% | Q1 2026 | May 14, 2026 |
| Financial Planning Fort Collins, LLC | History | Added to | 51,355 | 3,270 | 2.45% | 2.31% | 96 | +5,159 | 11.17% | Q1 2026 | Apr 27, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 54,932 | 3,251 | 0.97% | 0.96% | 97 | +721 | 1.33% | Q1 2026 | Apr 06, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 52,771 | 3,129 | 2.53% | 2.31% | 98 | +4,824 | 10.06% | Q1 2026 | Apr 08, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 52,109 | 3,084 | 0.39% | 0.25% | 99 | +18,876 | 56.8% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 51,103 | 2,910 | 0.02% | 0.02% | 100 | +7,250 | 16.53% | Q1 2026 | May 15, 2026 |
| ES4, LLC | History | New | 49,011 | 2,900 | 1.87% | — | 101 | +49,011 | New | Q1 2026 | Apr 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 48,944 | 2,897 | 0.18% | 0.17% | 102 | +737 | 1.53% | Q1 2026 | Apr 13, 2026 |
| Apollon Financial, LLC | History | Added to | 48,786 | 2,887 | 0.4% | 0.31% | 103 | +10,751 | 28.27% | Q1 2026 | Apr 22, 2026 |
| Pathstone Holdings, LLC | History | Added to | 48,160 | 2,850 | 0.01% | 0.01% | 104 | +926 | 1.96% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 44,679 | 2,644 | 0.0% | 0.0% | 105 | +9,594 | 27.35% | Q1 2026 | May 15, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 44,415 | 2,628 | 1.88% | 1.71% | 106 | +2,445 | 5.83% | Q1 2026 | May 12, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 43,413 | 2,569 | 1.12% | 1.05% | 107 | +1,695 | 4.06% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 43,268 | 2,561 | 0.01% | 0.01% | 108 | +9,753 | 29.1% | Q1 2026 | Apr 30, 2026 |
| VestGen Advisors, LLC | History | Added to | 38,911 | 2,536 | 0.07% | 0.05% | 109 | +19,984 | 105.58% | Q1 2026 | May 14, 2026 |
| My Portfolio Guide, LLC | History | New | 42,157 | 2,495 | 1.38% | — | 110 | +42,157 | New | Q1 2026 | May 05, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 42,043 | 2,488 | 1.29% | 1.26% | 111 | -236 | -0.56% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 40,772 | 2,413 | 0.01% | 0.01% | 112 | -17,808 | -30.4% | Q1 2026 | May 04, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 38,166 | 2,259 | 1.48% | 1.49% | 113 | +225 | 0.59% | Q1 2026 | Apr 23, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 35,423 | 2,096 | 0.26% | — | 114 | +35,423 | New | Q1 2026 | May 18, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 34,051 | 2,014 | 0.02% | 0.02% | 115 | +2,188 | 6.87% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 33,240 | 1,985 | 0.01% | 0.01% | 116 | -288 | -0.86% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 33,223 | 1,966 | 2.05% | — | 117 | +33,223 | New | Q1 2026 | Apr 16, 2026 |
| PROSPERITY BANCSHARES INC | History | Added to | 32,602 | 1,929 | 1.55% | 1.46% | 118 | +4,118 | 14.46% | Q1 2026 | May 12, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 32,519 | 1,923 | 0.66% | 0.53% | 120 | +6,681 | 25.86% | Q1 2026 | Apr 14, 2026 |
| RFG Advisory, LLC | History | Added to | 32,494 | 1,923 | 0.04% | 0.03% | 119 | +4,918 | 17.83% | Q1 2026 | Apr 17, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | Added to | 32,336 | 1,913 | 1.6% | 1.48% | 121 | +1,499 | 4.86% | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 31,785 | 1,854 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Alpha Financial Partners LLC | History | Added to | 30,718 | 1,818 | 1.08% | 1.02% | 123 | +1,377 | 4.69% | Q1 2026 | May 13, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 30,219 | 1,788 | 0.88% | 0.84% | 124 | +344 | 1.15% | Q1 2026 | Apr 30, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 29,852 | 1,766 | 0.17% | 0.15% | 125 | -426 | -1.41% | Q1 2026 | May 01, 2026 |
| Spartan Planning & Wealth Management | History | Added to | 29,579 | 1,750 | 1.29% | 1.12% | 126 | +2,914 | 10.93% | Q1 2026 | Apr 16, 2026 |
| Vise Technologies, Inc. | History | No change | 30,733 | 1,750 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 29,439 | 1,742 | 0.82% | 0.51% | 128 | +10,347 | 54.2% | Q1 2026 | Apr 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 28,994 | 1,726 | 0.01% | 0.01% | 129 | +185 | 0.64% | Q1 2026 | May 12, 2026 |
| Frontier Asset Management, LLC | History | New | 27,933 | 1,653 | 0.35% | — | 130 | +27,933 | New | Q1 2026 | May 06, 2026 |
| TriaGen Wealth Management LLC | History | New | 27,879 | 1,650 | 0.45% | — | 131 | +27,879 | New | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 27,452 | 1,634 | 0.02% | 0.01% | 132 | +11,775 | 75.11% | Q1 2026 | Apr 07, 2026 |
| Fonville Wealth Management LLC | History | Added to | 27,154 | 1,607 | 0.31% | 0.2% | 133 | +9,937 | 57.72% | Q1 2026 | Apr 20, 2026 |
| Prospect Financial Group LLC | History | Added to | 26,737 | 1,582 | 1.46% | 1.41% | 134 | +101 | 0.38% | Q1 2026 | May 05, 2026 |
| Arkadios Wealth Advisors | History | New | 26,683 | 1,579 | 0.03% | — | 135 | +26,683 | New | Q1 2026 | May 18, 2026 |
| Trademark Financial Management, LLC | History | New | 26,656 | 1,577 | 0.77% | — | 136 | +26,656 | New | Q1 2026 | Apr 27, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 23,887 | 1,555 | 0.68% | 0.61% | 137 | +987 | 4.31% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 25,184 | 1,490 | 0.06% | 0.05% | 138 | +1,791 | 7.66% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 25,055 | 1,483 | 0.01% | 0.01% | 139 | -655 | -2.55% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 24,812 | 1,468 | 0.0% | 0.0% | 140 | -6,917 | -21.8% | Q1 2026 | May 15, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Added to | 24,660 | 1,459 | 0.24% | 0.19% | 141 | +5,820 | 30.89% | Q1 2026 | Apr 16, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 24,237 | 1,434 | 0.22% | 0.2% | 142 | +1,726 | 7.67% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 23,744 | 1,405 | 0.03% | 0.0% | 143 | +22,319 | 1566.25% | Q1 2026 | Apr 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 23,600 | 1,396 | 0.01% | 0.02% | 144 | -14,762 | -38.48% | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 23,093 | 1,366 | 0.05% | 0.05% | 145 | -1,886 | -7.55% | Q1 2026 | May 07, 2026 |
| National Philanthropic Trust | History | Reduced | 23,093 | 1,366 | 0.01% | 0.01% | 146 | -588 | -2.48% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 22,800 | 1,349 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 22,303 | 1,320 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 22,300 | 1,319 | 0.0% | 0.0% | 149 | +3,958 | 21.58% | Q1 2026 | May 15, 2026 |
| Shum Financial Group, Inc. | History | Reduced | 22,141 | 1,310 | 0.93% | 0.91% | 150 | -76 | -0.34% | Q1 2026 | Apr 22, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 21,851 | 1,293 | 0.04% | 0.04% | 151 | -947 | -4.15% | Q1 2026 | Apr 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 21,820 | 1,291 | 0.04% | 0.04% | 152 | -1,388 | -5.98% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Reduced | 20,532 | 1,215 | 0.0% | 0.01% | 153 | -1,123 | -5.19% | Q1 2026 | May 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 20,466 | 1,211 | 0.13% | 0.09% | 154 | +5,900 | 40.51% | Q1 2026 | May 12, 2026 |
| STATE STREET CORP | History | Reduced | 20,300 | 1,201 | 0.0% | 0.0% | 155 | -15,600 | -43.45% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | No change | 20,105 | 1,190 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 19,769 | 1,170 | 0.12% | 0.13% | 157 | -525 | -2.59% | Q1 2026 | May 04, 2026 |
| Ellenbecker Investment Group | History | Reduced | 19,719 | 1,167 | 0.16% | 0.17% | 158 | -1,073 | -5.16% | Q1 2026 | Apr 23, 2026 |
| Aspen Wealth Management LLC | History | Added to | 19,650 | 1,163 | 0.23% | 0.17% | 159 | +5,734 | 41.2% | Q1 2026 | Apr 01, 2026 |
| American State Bank (Iowa) | History | Reduced | 19,652 | 1,163 | 0.56% | 0.6% | 160 | -2,174 | -9.96% | Q1 2026 | Apr 14, 2026 |
| Nolet Wealth Management, LLC | History | Added to | 19,027 | 1,126 | 0.64% | 0.52% | 161 | +2,512 | 15.21% | Q1 2026 | May 05, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 18,559 | 1,098 | 0.15% | 0.15% | 162 | -1,286 | -6.48% | Q1 2026 | Apr 09, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 18,233 | 1,079 | 0.08% | 0.07% | 163 | +1,875 | 11.46% | Q1 2026 | May 14, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 17,895 | 1,059 | 0.31% | 0.25% | 164 | +3,195 | 21.73% | Q1 2026 | Apr 16, 2026 |
| Aureus Asset Management, LLC | History | Added to | 17,743 | 1,050 | 0.07% | 0.05% | 166 | +4,820 | 37.3% | Q1 2026 | May 13, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 17,749 | 1,050 | 0.3% | 0.27% | 165 | -169 | -0.94% | Q1 2026 | May 11, 2026 |
| RHS Financial, LLC | History | Added to | 17,733 | 1,049 | 0.5% | 0.2% | 167 | +10,447 | 143.38% | Q1 2026 | Apr 28, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 17,614 | 1,042 | 0.1% | 0.03% | 168 | +11,356 | 181.46% | Q1 2026 | May 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 17,492 | 1,035 | 0.91% | 0.87% | 169 | +316 | 1.84% | Q1 2026 | May 06, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 17,172 | 1,016 | 0.71% | 0.7% | 170 | -216 | -1.24% | Q1 2026 | Apr 23, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 16,855 | 997 | 0.35% | 0.26% | 171 | +4,210 | 33.29% | Q1 2026 | Apr 08, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 16,774 | 992 | 0.58% | 0.6% | 172 | -473 | -2.74% | Q1 2026 | Apr 23, 2026 |
| COMERICA BANK | History | No change | 17,166 | 977 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| River Street Advisors LLC | History | Added to | 16,016 | 947 | 0.32% | 0.3% | 174 | +1,774 | 12.46% | Q1 2026 | Apr 21, 2026 |
| Baird Financial Group, Inc. | History | Added to | 15,878 | 939 | 0.0% | 0.0% | 175 | +3,259 | 25.83% | Q1 2026 | May 14, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 15,969 | 909 | 0.18% | 0.18% | 176 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Range Financial Group LLC | History | Reduced | 15,201 | 899 | 0.3% | 0.3% | 177 | -78 | -0.51% | Q1 2026 | Apr 30, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 15,171 | 897 | 0.16% | 0.15% | 178 | +450 | 3.06% | Q1 2026 | May 12, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 14,907 | 882 | 0.26% | 0.87% | 179 | -35,248 | -70.28% | Q1 2026 | Apr 20, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 14,878 | 880 | 0.11% | 0.11% | 180 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 14,761 | 873 | 0.69% | 0.7% | 181 | -753 | -4.85% | Q1 2026 | Apr 21, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 14,737 | 872 | 0.09% | 0.1% | 182 | -267 | -1.78% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 14,526 | 859 | 0.0% | 0.0% | 183 | -1,244 | -7.89% | Q1 2026 | May 15, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 14,123 | 835 | 0.51% | 0.53% | 184 | -1,653 | -10.48% | Q1 2026 | Apr 22, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 13,827 | 818 | 0.44% | 0.65% | 185 | -8,259 | -37.39% | Q1 2026 | May 11, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 13,744 | 813 | 0.08% | 0.08% | 186 | +8 | 0.06% | Q1 2026 | Apr 29, 2026 |
| FMR LLC | History | Added to | 13,588 | 804 | 0.0% | 0.0% | 187 | +5,392 | 65.79% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 13,513 | 799 | 0.0% | 0.0% | 188 | +1,381 | 11.38% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 13,467 | 797 | 0.0% | 0.0% | 189 | +48 | 0.36% | Q1 2026 | May 12, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 13,240 | 783 | 0.01% | 0.44% | 190 | -305,226 | -95.84% | Q1 2026 | May 11, 2026 |
| Virtus Family Office LLC | History | New | 13,223 | 782 | 0.67% | — | 191 | +13,223 | New | Q1 2026 | May 06, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 13,209 | 781 | 0.05% | 0.04% | 192 | +2,900 | 28.13% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 13,131 | 777 | 0.0% | 0.0% | 193 | +4,813 | 57.86% | Q1 2026 | May 15, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 13,116 | 776 | 0.32% | 0.32% | 194 | +1,324 | 11.23% | Q1 2026 | Apr 17, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 13,096 | 775 | 0.22% | 0.71% | 195 | -27,721 | -67.92% | Q1 2026 | May 07, 2026 |
| BROWN ADVISORY INC | History | Reduced | 13,019 | 770 | 0.0% | 0.0% | 196 | -200 | -1.51% | Q1 2026 | May 15, 2026 |
| Advocate Investing Services LLC | History | New | 12,700 | 751 | 0.64% | — | 197 | +12,700 | New | Q1 2026 | Apr 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 12,617 | 746 | 0.02% | 0.05% | 198 | -26,107 | -67.42% | Q1 2026 | May 15, 2026 |
| Nautilus Advisors LLC | History | Added to | 12,532 | 741 | 0.51% | 0.17% | 199 | +7,867 | 168.64% | Q1 2026 | Apr 17, 2026 |
| J2 Capital Management Inc | History | Added to | 12,380 | 732 | 0.5% | 0.48% | 200 | +795 | 6.86% | Q1 2026 | Apr 21, 2026 |
| Banque Cantonale Vaudoise | History | New | 12,126 | 718 | 0.03% | — | 202 | +12,126 | New | Q1 2026 | Apr 20, 2026 |
| WealthCollab, LLC | History | No change | 12,131 | 718 | 0.3% | 0.28% | 201 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 11,916 | 705 | 0.03% | 0.03% | 203 | -37 | -0.31% | Q1 2026 | Apr 17, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 11,570 | 684 | 0.0% | 0.01% | 204 | -16,739 | -59.13% | Q1 2026 | May 14, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 11,533 | 682 | 0.19% | 0.19% | 205 | -227 | -1.93% | Q1 2026 | Apr 14, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 11,415 | 675 | 0.06% | 0.08% | 206 | -4,347 | -27.58% | Q1 2026 | May 12, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 11,809 | 672 | 0.42% | 0.42% | 207 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 11,350 | 671 | 0.12% | 0.12% | 208 | -952 | -7.74% | Q1 2026 | May 12, 2026 |
| Darden Wealth Group Inc | History | No change | 11,300 | 668 | 0.34% | 0.31% | 209 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 11,107 | 657 | 0.05% | 0.05% | 210 | +15 | 0.14% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 11,095 | 656 | 0.01% | 0.01% | 211 | +426 | 3.99% | Q1 2026 | May 13, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 11,080 | 655 | 0.12% | 0.11% | 212 | +276 | 2.55% | Q1 2026 | Apr 17, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 11,050 | 654 | 0.12% | 0.09% | 213 | +184 | 1.69% | Q1 2026 | May 11, 2026 |
| Navalign, LLC | History | Added to | 10,659 | 630 | 0.16% | 0.03% | 214 | +8,248 | 342.1% | Q1 2026 | Apr 29, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 10,400 | 615 | 0.15% | 0.16% | 215 | +160 | 1.56% | Q1 2026 | Apr 29, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 10,316 | 610 | 0.0% | 0.0% | 216 | -1,442 | -12.26% | Q1 2026 | May 14, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 10,309 | 610 | 0.24% | 0.24% | 217 | +128 | 1.26% | Q1 2026 | May 14, 2026 |
| Ridgewood Investments LLC | History | New | 9,900 | 585 | 0.24% | — | 218 | +9,900 | New | Q1 2026 | Apr 03, 2026 |
| HB Wealth Management, LLC | History | Reduced | 9,814 | 580 | 0.0% | 0.0% | 219 | -146 | -1.47% | Q1 2026 | Apr 27, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 9,662 | 571 | 0.27% | 0.14% | 220 | +4,324 | 81.0% | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 9,593 | 567 | 0.04% | 0.04% | 222 | +23 | 0.24% | Q1 2026 | Apr 16, 2026 |
| Garde Capital, Inc. | History | No change | 9,588 | 567 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 9,462 | 560 | 0.0% | 0.0% | 223 | +4,193 | 79.58% | Q1 2026 | May 01, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 8,803 | 560 | 0.01% | 0.01% | 224 | +3,605 | 69.35% | Q1 2026 | May 01, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 9,234 | 547 | 0.0% | 0.0% | 225 | -1,076 | -10.44% | Q1 2026 | Apr 07, 2026 |
| HF Advisory Group, LLC | History | Reduced | 8,781 | 519 | 0.18% | 0.19% | 226 | -840 | -8.73% | Q1 2026 | Apr 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 8,522 | 504 | 0.01% | 0.01% | 227 | -53 | -0.62% | Q1 2026 | Apr 29, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 8,433 | 499 | 0.04% | 0.04% | 228 | +504 | 6.36% | Q1 2026 | May 07, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Reduced | 8,446 | 499 | 0.41% | 0.44% | 229 | -73 | -0.86% | Q1 2026 | May 05, 2026 |
| Mutual Advisors, LLC | History | Reduced | 8,384 | 496 | 0.01% | 0.01% | 230 | -421 | -4.78% | Q1 2026 | May 01, 2026 |
| MBL Wealth, LLC | History | No change | 8,332 | 493 | 0.04% | 0.04% | 231 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 8,297 | 491 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 8,232 | 487 | 0.13% | 0.15% | 233 | +1,335 | 19.36% | Q1 2026 | Apr 29, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 8,220 | 486 | 0.12% | 0.12% | 234 | +768 | 10.31% | Q1 2026 | Apr 13, 2026 |
| Summit Financial Consulting LLC | History | Added to | 8,104 | 479 | 0.34% | 0.28% | 235 | +1,238 | 18.03% | Q1 2026 | Apr 10, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 8,079 | 478 | 0.2% | 0.2% | 236 | -507 | -5.9% | Q1 2026 | Apr 21, 2026 |
| IEQ CAPITAL, LLC | History | No change | 8,049 | 476 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Added to | 8,009 | 474 | 0.0% | 0.0% | 238 | +912 | 12.85% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 7,926 | 469 | 0.0% | 0.01% | 239 | -23,738 | -74.97% | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,815 | 462 | 0.01% | 0.01% | 240 | +485 | 6.62% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,738 | 458 | 0.0% | 0.0% | 241 | -11,221 | -59.19% | Q1 2026 | Apr 27, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 7,598 | 449 | 0.18% | 0.18% | 242 | -38 | -0.5% | Q1 2026 | Apr 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 7,555 | 447 | 0.0% | 0.0% | 243 | +847 | 12.63% | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 7,509 | 444 | 0.0% | 0.0% | 244 | +1,900 | 33.87% | Q1 2026 | Apr 20, 2026 |
| Composition Wealth, LLC | History | Reduced | 7,385 | 437 | 0.01% | 0.01% | 245 | -1,641 | -18.18% | Q1 2026 | Apr 08, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 7,104 | 420 | 0.04% | 0.02% | 246 | +2,705 | 61.49% | Q1 2026 | Apr 15, 2026 |
| CGN Advisors LLC | History | Reduced | 7,068 | 418 | 0.03% | 0.04% | 248 | -1,290 | -15.43% | Q1 2026 | Apr 13, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 6,811 | 418 | 0.06% | 0.05% | 247 | +165 | 2.48% | Q1 2026 | Apr 13, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 7,017 | 415 | 0.25% | 0.24% | 249 | -28 | -0.4% | Q1 2026 | Apr 16, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 6,926 | 409 | 0.28% | 0.25% | 250 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 6,744 | 399 | 0.0% | 0.01% | 251 | -4,772 | -41.44% | Q1 2026 | Apr 20, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 6,748 | 399 | 0.11% | 0.11% | 252 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 6,922 | 394 | 0.5% | — | 253 | +6,922 | New | Q1 2026 | May 07, 2026 |
| Hexagon Capital Partners LLC | History | New | 6,410 | 379 | 0.06% | — | 254 | +6,410 | New | Q1 2026 | May 04, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 6,233 | 368 | 0.0% | — | 255 | +6,233 | New | Q1 2026 | May 01, 2026 |
| Tidemark, LLC | History | Added to | 6,148 | 363 | 0.09% | 0.09% | 256 | +502 | 8.89% | Q1 2026 | May 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 6,113 | 361 | 0.02% | — | 257 | +6,113 | New | Q1 2026 | Apr 28, 2026 |
| VERITY Wealth Advisors | History | No change | 5,996 | 354 | 0.24% | 0.21% | 258 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 5,943 | 351 | 0.01% | 0.01% | 259 | -651 | -9.87% | Q1 2026 | May 01, 2026 |
| OneAscent Financial Services LLC | History | Added to | 5,910 | 349 | 0.02% | 0.03% | 260 | +1,008 | 20.56% | Q1 2026 | Apr 21, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 5,873 | 347 | 0.02% | 0.04% | 262 | -3,315 | -36.08% | Q1 2026 | Apr 10, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 5,867 | 347 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Veracity Capital LLC | History | Added to | 5,842 | 345 | 0.12% | 0.09% | 264 | +265 | 4.75% | Q1 2026 | Apr 09, 2026 |
| RDA Financial Network | History | Added to | 5,836 | 345 | 0.09% | 0.08% | 263 | +127 | 2.22% | Q1 2026 | Apr 08, 2026 |
| RVW Wealth, LLC | History | No change | 5,717 | 338 | 0.03% | 0.02% | 265 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 5,695 | 337 | 0.15% | 0.15% | 266 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 5,542 | 328 | 0.22% | 0.21% | 267 | -165 | -2.89% | Q1 2026 | Apr 21, 2026 |
| NWAM LLC | History | New | 5,538 | 327 | 0.02% | — | 268 | +5,538 | New | Q1 2026 | May 04, 2026 |
| REDW Wealth LLC | History | Added to | 5,521 | 326 | 0.13% | 0.12% | 269 | +1 | 0.02% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 5,191 | 307 | 0.0% | 0.0% | 270 | +918 | 21.48% | Q1 2026 | May 15, 2026 |
| BDFS Capital LLC | History | Added to | 5,127 | 303 | 0.15% | 0.15% | 271 | +61 | 1.2% | Q1 2026 | Apr 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 4,981 | 301 | 0.01% | 0.01% | 272 | -354 | -6.64% | Q1 2026 | May 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 4,996 | 295 | 0.01% | 0.01% | 273 | -14 | -0.28% | Q1 2026 | Apr 20, 2026 |
| ALLSTATE CORP | History | New | 4,942 | 292 | 0.0% | — | 274 | +4,942 | New | Q1 2026 | May 11, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 4,851 | 287 | 0.14% | 0.14% | 275 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| United Advisor Group, LLC | History | Added to | 4,831 | 285 | 0.04% | 0.03% | 276 | +159 | 3.4% | Q1 2026 | Apr 17, 2026 |
| Finley Financial, LLC | History | No change | 4,780 | 282 | 0.13% | 0.12% | 277 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 4,681 | 277 | 0.0% | 0.0% | 278 | -10,824 | -69.81% | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | No change | 4,598 | 272 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GWN SECURITIES INC. | History | Added to | 4,320 | 255 | 0.05% | 0.04% | 280 | +495 | 12.94% | Q1 2026 | May 14, 2026 |
| Platform Technology Partners | History | New | 4,307 | 254 | 0.05% | — | 281 | +4,307 | New | Q1 2026 | Apr 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 4,257 | 253 | 0.02% | 0.02% | 282 | +267 | 6.69% | Q1 2026 | May 01, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 4,256 | 251 | 0.05% | 0.05% | 283 | -87 | -2.0% | Q1 2026 | Apr 15, 2026 |
| PDS Planning, Inc | History | Added to | 4,126 | 244 | 0.02% | 0.02% | 284 | +65 | 1.6% | Q1 2026 | Apr 21, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 4,125 | 244 | 0.01% | 0.01% | 285 | +14 | 0.34% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,080 | 241 | 0.0% | 0.0% | 286 | +26 | 0.64% | Q1 2026 | Apr 30, 2026 |
| Redwood Financial Network Corp | History | New | 4,069 | 240 | 0.16% | — | 287 | +4,069 | New | Q1 2026 | May 14, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 4,048 | 239 | 0.12% | — | 288 | +4,048 | New | Q1 2026 | Apr 09, 2026 |
| EPIQ PARTNERS, LLC | History | Added to | 4,017 | 237 | 0.11% | 0.11% | 290 | +8 | 0.2% | Q1 2026 | Apr 09, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 4,015 | 237 | 0.08% | 0.08% | 289 | +3 | 0.07% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 3,980 | 235 | 0.0% | 0.0% | 291 | +1,415 | 55.17% | Q1 2026 | May 15, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 3,971 | 235 | 0.1% | 0.1% | 292 | -42 | -1.05% | Q1 2026 | Apr 16, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 3,976 | 235 | 0.02% | 0.02% | 293 | +13 | 0.33% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 3,959 | 234 | 0.01% | 0.01% | 294 | +996 | 33.61% | Q1 2026 | Apr 28, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 3,926 | 232 | 0.02% | 0.02% | 296 | -106 | -2.63% | Q1 2026 | Apr 22, 2026 |
| Goodwin Investment Advisory | History | No change | 3,922 | 232 | 0.28% | 0.24% | 295 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 3,917 | 231 | 0.01% | — | 298 | +3,917 | New | Q1 2026 | May 11, 2026 |
| NewEdge Wealth, LLC | History | No change | 3,918 | 231 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 3,886 | 230 | 0.0% | 0.0% | 299 | +4 | 0.1% | Q1 2026 | Apr 28, 2026 |
| IRON Financial LLC | History | Added to | 3,788 | 224 | 0.1% | 0.1% | 300 | +13 | 0.34% | Q1 2026 | Apr 27, 2026 |