iSHARES TRUST - VLUE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 23,028,163 | 3,274,374 | 2.02% | 1.97% | 1 | +281,619 | 1.24% | Q1 2026 | May 07, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 4,644,885 | 660,456 | 30.5% | 30.45% | 2 | -48,186 | -1.03% | Q1 2026 | May 14, 2026 |
| Matson Money. Inc. | History | Reduced | 2,455,658 | 349,170 | 10.71% | 11.24% | 3 | -145,603 | -5.6% | Q1 2026 | Apr 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,612,286 | 229,250 | 0.02% | 0.02% | 4 | +5,584 | 0.35% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 1,554,109 | 220,978 | 0.0% | 0.0% | 5 | +148,530 | 10.57% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,286,319 | 182,901 | 0.05% | 0.01% | 6 | +1,155,585 | 883.92% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,182,249 | 168,103 | 0.25% | 0.26% | 7 | -46,582 | -3.79% | Q1 2026 | May 15, 2026 |
| Wharton Business Group, LLC | History | Reduced | 1,153,472 | 164,012 | 6.2% | 6.22% | 8 | -42,680 | -3.57% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 939,359 | 133,567 | 0.04% | 0.02% | 9 | +401,188 | 74.55% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 927,084 | 131,822 | 0.01% | 0.01% | 10 | +86,611 | 10.31% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 721,493 | 102,589 | 0.01% | 0.0% | 11 | +113,846 | 18.74% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 667,457 | 92,429 | 0.01% | 0.0% | 12 | +253,654 | 61.3% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 618,258 | 87,910 | 0.02% | 0.01% | 13 | +264,969 | 75.0% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 558,535 | 79,418 | 0.05% | 0.04% | 14 | +8,335 | 1.51% | Q1 2026 | May 08, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 459,887 | 65,391 | 4.03% | 4.27% | 15 | -4,291 | -0.92% | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 447,061 | 63,568 | 0.16% | 0.11% | 16 | +107,102 | 31.5% | Q1 2026 | Apr 22, 2026 |
| UBS Group AG | History | Reduced | 349,243 | 49,658 | 0.01% | 0.01% | 17 | -12,681 | -3.5% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 331,680 | 47,161 | 0.05% | 0.05% | 18 | +2,719 | 0.83% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 313,443 | 44,568 | 0.15% | 0.14% | 19 | -13,872 | -4.24% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 309,025 | 43,940 | 0.12% | 0.02% | 20 | +250,800 | 430.74% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 305,941 | 43,502 | 0.01% | 0.0% | 21 | +131,527 | 75.41% | Q1 2026 | May 15, 2026 |
| Marks Wealth, LLC | History | Added to | 305,035 | 43,372 | 11.41% | 11.57% | 22 | +52,253 | 20.67% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Added to | 289,852 | 41,214 | 0.11% | 0.09% | 23 | +57,598 | 24.8% | Q1 2026 | May 14, 2026 |
| MASON STREET ADVISORS, LLC | History | New | 288,200 | 40,979 | 4.0% | — | 24 | +288,200 | New | Q1 2026 | May 06, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 279,800 | 39,784 | 0.21% | 0.3% | 25 | -167,900 | -37.5% | Q1 2026 | May 04, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | New | 267,154 | 37,986 | 2.93% | — | 26 | +267,154 | New | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 260,534 | 37,029 | 0.01% | 0.01% | 27 | +63,709 | 32.37% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 243,975 | 34,690 | 0.01% | 0.01% | 28 | +17,484 | 7.72% | Q1 2026 | May 14, 2026 |
| Mullooly Asset Management, Inc. | History | Reduced | 243,736 | 34,657 | 12.79% | 12.5% | 29 | -6,153 | -2.46% | Q1 2026 | May 07, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 236,423 | 33,617 | 13.32% | 12.86% | 30 | -17,855 | -7.02% | Q1 2026 | Apr 17, 2026 |
| PRUDENTIAL PLC | History | Added to | 223,800 | 31,822 | 0.19% | 0.13% | 31 | +103,800 | 86.5% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Added to | 220,580 | 31,364 | 0.86% | 0.33% | 32 | +140,970 | 177.08% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 194,434 | 27,646 | 0.03% | 0.02% | 33 | +90,872 | 87.75% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 186,234 | 26,480 | 3.63% | 3.46% | 34 | +2,535 | 1.38% | Q1 2026 | May 14, 2026 |
| INTRUST BANK NA | History | Reduced | 174,527 | 24,815 | 2.02% | 2.76% | 35 | -68,933 | -28.31% | Q1 2026 | May 06, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 171,232 | 24,347 | 4.04% | 3.77% | 36 | -715 | -0.42% | Q1 2026 | Apr 17, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 154,871 | 22,021 | 2.46% | 0.02% | 37 | +153,389 | 10350.13% | Q1 2026 | Apr 10, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 154,854 | 22,018 | 0.02% | 0.0% | 38 | +154,720 | 115462.69% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 153,176 | 21,780 | 0.04% | 0.0% | 39 | +150,418 | 5453.88% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 147,971 | 21,039 | 0.03% | 0.03% | 40 | -8,540 | -5.46% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 142,306 | 20,244 | 0.03% | 0.03% | 41 | -3,498 | -2.4% | Q1 2026 | May 15, 2026 |
| Foster Group, Inc. | History | Reduced | 136,913 | 19,467 | 0.58% | 0.57% | 42 | -84 | -0.06% | Q1 2026 | Apr 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 132,336 | 18,816 | 0.06% | 0.06% | 43 | -24,814 | -15.79% | Q1 2026 | May 13, 2026 |
| Addison Advisors LLC | History | Reduced | 114,845 | 16,329 | 3.61% | 3.53% | 44 | -1 | -0.0% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 113,615 | 16,154 | 0.13% | 0.11% | 45 | +47,900 | 72.89% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 108,157 | 15,258 | 0.01% | 0.0% | 46 | +50,974 | 89.14% | Q1 2026 | May 15, 2026 |
| Erste Asset Management GmbH | History | No change | 103,400 | 14,318 | 0.13% | 0.12% | 47 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 97,497 | 13,863 | 0.0% | 0.0% | 48 | -43,000 | -30.61% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 90,529 | 12,872 | 0.06% | 0.06% | 49 | -6,072 | -6.29% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 80,771 | 11,484 | 0.18% | 0.17% | 50 | -260 | -0.32% | Q1 2026 | Apr 07, 2026 |
| EFG International AG | History | Reduced | 77,787 | 11,060 | 0.24% | 0.21% | 51 | -466 | -0.6% | Q1 2026 | May 15, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | New | 76,733 | 10,910 | 4.87% | — | 52 | +76,733 | New | Q1 2026 | Apr 09, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 75,231 | 10,697 | 0.17% | 0.04% | 53 | +59,172 | 368.47% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 72,724 | 10,341 | 0.08% | 0.0% | 54 | +68,503 | 1622.91% | Q1 2026 | Apr 07, 2026 |
| TRB Wealth Management, LLC | History | New | 72,474 | 10,305 | 1.46% | — | 55 | +72,474 | New | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 70,762 | 10,061 | 0.01% | 0.01% | 56 | +9,960 | 16.38% | Q1 2026 | May 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 67,051 | 9,534 | 0.1% | 0.11% | 57 | +1,741 | 2.67% | Q1 2026 | May 13, 2026 |
| First Financial Bank - Trust Division | History | Added to | 66,489 | 9,454 | 0.76% | 0.71% | 58 | +2,915 | 4.59% | Q1 2026 | Apr 01, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 65,091 | 9,255 | 0.29% | 0.73% | 59 | -80,860 | -55.4% | Q1 2026 | May 07, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 64,394 | 9,156 | 1.01% | — | 60 | +64,394 | New | Q1 2026 | Apr 15, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Reduced | 63,669 | 9,053 | 2.37% | 2.66% | 61 | -8,361 | -11.61% | Q1 2026 | Apr 10, 2026 |
| CFO4Life Group, LLC | History | Reduced | 63,281 | 8,997 | 1.37% | 1.26% | 62 | -1,452 | -2.24% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 61,771 | 8,783 | 0.0% | 0.0% | 63 | -394 | -0.63% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 61,199 | 8,701 | 0.09% | 0.05% | 64 | +25,048 | 69.29% | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 61,043 | 8,682 | 0.01% | — | 65 | +61,043 | New | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 57,423 | 8,164 | 0.01% | 0.01% | 66 | -3,031 | -5.01% | Q1 2026 | May 15, 2026 |
| SYNTAX RESEARCH, INC. | History | Reduced | 56,735 | 8,067 | 5.13% | 5.19% | 67 | -4,826 | -7.84% | Q1 2026 | Apr 24, 2026 |
| Dorsey Wright & Associates | History | New | 56,551 | 8,040 | 1.0% | — | 68 | +56,551 | New | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 51,320 | 7,297 | 0.15% | 0.13% | 69 | +9,064 | 21.45% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 51,026 | 7,255 | 0.04% | 0.04% | 70 | -7,471 | -12.77% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 50,582 | 7,192 | 0.02% | 0.02% | 71 | +7,112 | 16.36% | Q1 2026 | Apr 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 50,129 | 7,128 | 0.01% | 0.0% | 72 | +39,326 | 364.03% | Q1 2026 | May 01, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 52,113 | 7,125 | 4.15% | 4.15% | 73 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Tactive Advisors, LLC | History | Reduced | 49,860 | 7,089 | 2.0% | 2.22% | 74 | -5,498 | -9.93% | Q1 2026 | Apr 16, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 46,755 | 6,648 | 0.02% | 0.01% | 75 | +21,300 | 83.68% | Q1 2026 | May 11, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 45,774 | 6,508 | 0.01% | 0.0% | 76 | +36,979 | 420.45% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 45,414 | 6,457 | 0.05% | 0.04% | 77 | +161 | 0.36% | Q1 2026 | May 11, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 44,738 | 6,361 | 0.55% | 0.54% | 78 | -933 | -2.04% | Q1 2026 | Apr 07, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 42,511 | 6,044 | 0.34% | 0.38% | 79 | +828 | 1.99% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 41,399 | 5,886 | 0.01% | 0.01% | 80 | +4,352 | 11.75% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 40,578 | 5,769 | 0.1% | 0.1% | 81 | -763 | -1.85% | Q1 2026 | May 07, 2026 |
| LCW Services, LLC | History | Reduced | 40,313 | 5,732 | 2.85% | 2.98% | 82 | -626 | -1.53% | Q1 2026 | Apr 27, 2026 |
| Well Done, LLC | History | Added to | 39,520 | 5,619 | 0.83% | 0.8% | 83 | +505 | 1.29% | Q1 2026 | Apr 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 39,294 | 5,587 | 0.12% | 0.12% | 84 | -423 | -1.07% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 38,221 | 5,434 | 0.13% | 0.0% | 85 | +38,133 | 43332.95% | Q1 2026 | May 04, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 37,267 | 5,298 | 4.2% | 4.15% | 86 | -1,081 | -2.82% | Q1 2026 | Apr 21, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 34,949 | 4,969 | 0.66% | — | 87 | +34,949 | New | Q1 2026 | Apr 27, 2026 |
| Family Manage LLC | History | Reduced | 34,181 | 4,860 | 0.58% | 0.62% | 88 | -1,496 | -4.19% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 33,968 | 4,829 | 0.06% | 0.04% | 89 | +8,927 | 35.65% | Q1 2026 | May 11, 2026 |
| Arrow Investment Advisors, LLC | History | New | 32,496 | 4,620 | 4.92% | — | 90 | +32,496 | New | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 32,316 | 4,594 | 0.06% | 0.05% | 91 | +3,438 | 11.91% | Q1 2026 | Apr 28, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 32,149 | 4,571 | 1.01% | 0.88% | 92 | +1,446 | 4.71% | Q1 2026 | Apr 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 31,089 | 4,420 | 0.16% | 0.18% | 93 | -6,115 | -16.44% | Q1 2026 | Apr 14, 2026 |
| SVB WEALTH LLC | History | Added to | 30,523 | 4,340 | 0.29% | 0.23% | 94 | +1,617 | 5.59% | Q1 2026 | Apr 17, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 28,234 | 4,295 | 0.39% | 0.38% | 95 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 30,917 | 4,227 | 0.03% | 0.03% | 96 | -318 | -1.02% | Q1 2026 | May 15, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 38,389 | 4,094 | 1.29% | 0.99% | 97 | -697 | -1.78% | Q1 2026 | Apr 23, 2026 |
| Composition Wealth, LLC | History | Added to | 28,724 | 4,084 | 0.06% | 0.0% | 98 | +27,238 | 1832.97% | Q1 2026 | Apr 08, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 29,103 | 3,979 | 0.19% | 0.19% | 99 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 27,795 | 3,952 | 0.0% | 0.0% | 100 | +11,549 | 71.09% | Q1 2026 | May 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 27,175 | 3,864 | 0.21% | 0.2% | 101 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 26,302 | 3,740 | 2.05% | 2.03% | 102 | -1,005 | -3.68% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 26,289 | 3,738 | 0.0% | 0.0% | 103 | +12,028 | 84.34% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 25,991 | 3,695 | 0.05% | 0.0% | 104 | +23,334 | 878.21% | Q1 2026 | Apr 20, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 25,573 | 3,636 | 0.1% | 0.1% | 105 | -96 | -0.37% | Q1 2026 | May 04, 2026 |
| NDWM LLC | History | New | 25,280 | 3,594 | 2.33% | — | 106 | +25,280 | New | Q1 2026 | Apr 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 25,147 | 3,575 | 0.02% | 0.01% | 107 | +9,784 | 63.69% | Q1 2026 | Apr 29, 2026 |
| GTS SECURITIES LLC | History | New | 24,425 | 3,472 | 0.12% | — | 108 | +24,425 | New | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 26,747 | 3,434 | 0.0% | 0.0% | 109 | +9,543 | 55.47% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 23,048 | 3,277 | 0.02% | 0.02% | 110 | -793 | -3.33% | Q1 2026 | May 04, 2026 |
| Valued Retirements, Inc. | History | New | 22,826 | 3,245 | 3.17% | — | 111 | +22,826 | New | Q1 2026 | May 13, 2026 |
| EQ LLC | History | Reduced | 22,496 | 3,198 | 0.9% | 0.9% | 112 | -391 | -1.71% | Q1 2026 | May 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 22,271 | 3,166 | 0.06% | — | 113 | +22,271 | New | Q1 2026 | Apr 27, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 22,062 | 3,136 | 0.02% | 0.02% | 114 | -2,660 | -10.76% | Q1 2026 | May 14, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 21,999 | 3,128 | 0.45% | 0.44% | 115 | -539 | -2.39% | Q1 2026 | May 13, 2026 |
| Trilogy Capital Inc. | History | Reduced | 21,779 | 3,096 | 0.14% | 0.15% | 116 | -2,614 | -10.72% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 21,763 | 3,094 | 0.0% | 0.0% | 117 | +183 | 0.85% | Q1 2026 | May 13, 2026 |
| Apex Wealth Management, LLC | History | New | 21,500 | 3,057 | 2.1% | — | 118 | +21,500 | New | Q1 2026 | Apr 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 21,237 | 3,020 | 0.01% | 0.01% | 119 | +3,099 | 17.09% | Q1 2026 | May 05, 2026 |
| Keystone Global Partners, LLC | History | New | 19,159 | 2,724 | 1.21% | — | 120 | +19,159 | New | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 18,696 | 2,715 | 0.01% | 0.0% | 121 | -3,160 | -14.46% | Q1 2026 | Apr 08, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 18,780 | 2,670 | 0.35% | 0.36% | 122 | -98 | -0.52% | Q1 2026 | May 12, 2026 |
| McAdam, LLC | History | Added to | 18,644 | 2,650 | 0.12% | 0.11% | 123 | +1,085 | 6.18% | Q1 2026 | May 08, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 18,632 | 2,649 | 0.88% | 0.88% | 124 | +1,001 | 5.68% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 18,598 | 2,644 | 0.04% | 0.04% | 125 | -1,303 | -6.55% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 18,499 | 2,630 | 0.03% | 0.02% | 126 | +8,690 | 88.59% | Q1 2026 | May 05, 2026 |
| NorthRock Partners, LLC | History | New | 18,375 | 2,612 | 0.04% | — | 127 | +18,375 | New | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 18,103 | 2,574 | 0.28% | — | 128 | +18,103 | New | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 18,066 | 2,568 | 0.04% | 0.02% | 129 | +10,882 | 151.48% | Q1 2026 | May 18, 2026 |
| Eagle Strategies LLC | History | Reduced | 17,889 | 2,543 | 0.3% | 0.32% | 130 | -625 | -3.38% | Q1 2026 | Apr 20, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 17,556 | 2,496 | 0.08% | 0.06% | 131 | +4,585 | 35.35% | Q1 2026 | May 05, 2026 |
| Genus Capital Management Inc. | History | Reduced | 17,385 | 2,471 | 0.28% | 0.28% | 132 | -213 | -1.21% | Q1 2026 | May 01, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 17,370 | 2,469 | 0.0% | 0.0% | 133 | -17,667 | -50.42% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 17,330 | 2,464 | 0.02% | 0.01% | 134 | +3,418 | 24.57% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 16,911 | 2,404 | 0.01% | 0.01% | 135 | +8,269 | 95.68% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 16,895 | 2,402 | 0.0% | 0.0% | 136 | +6,288 | 59.28% | Q1 2026 | May 12, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 16,892 | 2,401 | 0.47% | 0.9% | 137 | -14,414 | -46.04% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 16,848 | 2,395 | 0.0% | 0.0% | 138 | +12,213 | 263.5% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 16,843 | 2,394 | 0.06% | 0.07% | 139 | -4,150 | -19.77% | Q1 2026 | Apr 07, 2026 |
| JDH Wealth Management, LLC | History | No change | 16,683 | 2,372 | 1.6% | 1.56% | 140 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Baird Financial Group, Inc. | History | Added to | 16,282 | 2,315 | 0.0% | 0.0% | 141 | +1,140 | 7.53% | Q1 2026 | May 14, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 15,959 | 2,269 | 0.51% | 0.52% | 142 | -938 | -5.55% | Q1 2026 | Apr 23, 2026 |
| Dynasty Wealth Management, LLC | History | New | 15,698 | 2,232 | 0.02% | — | 143 | +15,698 | New | Q1 2026 | May 14, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 15,220 | 2,164 | 0.85% | 0.77% | 144 | -7,322 | -32.48% | Q1 2026 | May 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 15,077 | 2,143 | 0.23% | 0.22% | 145 | -97 | -0.64% | Q1 2026 | Apr 23, 2026 |
| MA Private Wealth | History | Added to | 14,834 | 2,109 | 0.36% | 0.27% | 146 | +2,930 | 24.61% | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 14,795 | 2,103 | 0.05% | 0.05% | 147 | -7 | -0.05% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,388 | 2,082 | 0.02% | 0.02% | 148 | +744 | 5.45% | Q1 2026 | Apr 07, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 14,278 | 2,030 | 0.7% | 0.81% | 149 | -2,632 | -15.56% | Q1 2026 | Apr 29, 2026 |
| 10Elms LLP | History | Added to | 13,957 | 1,984 | 1.25% | 1.55% | 150 | +1,596 | 12.91% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 13,701 | 1,948 | 0.18% | 0.11% | 151 | -160 | -1.15% | Q1 2026 | May 14, 2026 |
| WBH ADVISORY INC | History | New | 13,401 | 1,939 | 0.15% | — | 152 | +13,401 | New | Q1 2026 | Apr 27, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 13,627 | 1,937 | 0.04% | 0.04% | 153 | +1,132 | 9.06% | Q1 2026 | May 15, 2026 |
| FDx Advisors, Inc. | History | New | 13,127 | 1,867 | 0.6% | — | 154 | +13,127 | New | Q1 2026 | May 01, 2026 |
| SWMG, LLC | History | New | 13,058 | 1,856 | 0.53% | — | 155 | +13,058 | New | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 12,948 | 1,841 | 0.0% | 0.0% | 156 | +10,771 | 494.76% | Q1 2026 | May 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 12,880 | 1,831 | 0.12% | 0.12% | 157 | -370 | -2.79% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 12,823 | 1,823 | 0.0% | 0.0% | 158 | -1,582 | -10.98% | Q1 2026 | May 14, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 12,827 | 1,823 | 0.55% | 0.53% | 159 | +29 | 0.23% | Q1 2026 | Apr 10, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 12,726 | 1,809 | 0.03% | 0.02% | 160 | +3,029 | 31.24% | Q1 2026 | Apr 17, 2026 |
| Haverford Trust Co | History | Reduced | 12,546 | 1,783 | 0.02% | 0.02% | 161 | -555 | -4.24% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 12,430 | 1,767 | 0.0% | 0.0% | 162 | +9,324 | 300.19% | Q1 2026 | May 15, 2026 |
| NCM Capital Management, LLC | History | Added to | 12,425 | 1,766 | 0.63% | 0.63% | 163 | +2 | 0.02% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 12,218 | 1,737 | 0.08% | 0.07% | 164 | -73 | -0.59% | Q1 2026 | May 06, 2026 |
| COFG Advisors, LLC | History | Added to | 11,853 | 1,685 | 0.42% | 0.39% | 165 | +306 | 2.65% | Q1 2026 | May 11, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 11,729 | 1,668 | 0.57% | 0.56% | 166 | +16 | 0.14% | Q1 2026 | Apr 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 11,646 | 1,655 | 0.09% | — | 167 | +11,646 | New | Q1 2026 | Apr 09, 2026 |
| Merit Financial Group, LLC | History | Added to | 11,566 | 1,644 | 0.01% | 0.01% | 168 | +2,248 | 24.13% | Q1 2026 | Apr 15, 2026 |
| ASSETMARK, INC | History | Reduced | 11,440 | 1,626 | 0.0% | 0.0% | 169 | -2,913 | -20.3% | Q1 2026 | May 06, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 11,195 | 1,591 | 0.83% | 0.82% | 170 | -330 | -2.86% | Q1 2026 | Apr 21, 2026 |
| Diversified Trust Co | History | Reduced | 11,181 | 1,589 | 0.03% | 0.03% | 171 | -1,243 | -10.0% | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 11,045 | 1,570 | 0.02% | 0.03% | 172 | -31 | -0.28% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 11,484 | 1,570 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ascent Group, LLC | History | Added to | 10,898 | 1,549 | 0.05% | 0.01% | 174 | +8,343 | 326.54% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 10,869 | 1,545 | 0.0% | 0.0% | 175 | +1,733 | 18.97% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,510 | 1,494 | 0.01% | 0.01% | 176 | +1,749 | 19.96% | Q1 2026 | Apr 24, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 10,399 | 1,478 | 0.77% | — | 177 | +10,399 | New | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,129 | 1,440 | 0.0% | 0.0% | 178 | -817 | -7.46% | Q1 2026 | Apr 27, 2026 |
| LS Investment Advisors, LLC | History | Reduced | 10,060 | 1,430 | 0.21% | 0.22% | 179 | -1,419 | -12.36% | Q1 2026 | Apr 20, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 10,057 | 1,430 | 0.43% | 0.43% | 180 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RHS Financial, LLC | History | Added to | 9,886 | 1,405 | 0.67% | 0.52% | 181 | +2,041 | 26.02% | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 10,246 | 1,400 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 9,584 | 1,362 | 0.19% | 0.17% | 183 | +588 | 6.54% | Q1 2026 | Apr 24, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 9,428 | 1,340 | 0.0% | 0.0% | 184 | -6 | -0.06% | Q1 2026 | Apr 24, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 9,419 | 1,339 | 0.23% | 0.22% | 185 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 9,409 | 1,337 | 0.06% | 0.05% | 186 | +1,890 | 25.14% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | New | 9,256 | 1,315 | 0.02% | — | 188 | +9,256 | New | Q1 2026 | Apr 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 9,254 | 1,315 | 0.03% | 0.03% | 187 | +107 | 1.17% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,213 | 1,309 | 0.0% | 0.0% | 189 | +9,143 | 13061.43% | Q1 2026 | May 01, 2026 |
| XTX Topco Ltd | History | New | 9,107 | 1,294 | 0.02% | — | 190 | +9,107 | New | Q1 2026 | May 15, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 8,998 | 1,279 | 0.66% | 0.69% | 191 | -323 | -3.47% | Q1 2026 | Apr 10, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | New | 8,940 | 1,271 | 0.79% | — | 192 | +8,940 | New | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 8,856 | 1,259 | 0.0% | 0.0% | 193 | +667 | 8.15% | Q1 2026 | May 08, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 8,679 | 1,234 | 0.03% | 0.03% | 194 | -438 | -4.8% | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 8,596 | 1,222 | 0.0% | 0.0% | 195 | -72 | -0.83% | Q1 2026 | May 08, 2026 |
| Vision Capital Management, Inc. | History | No change | 8,583 | 1,220 | 0.15% | 0.14% | 196 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ALLSTATE CORP | History | No change | 8,500 | 1,208 | 0.01% | 0.02% | 197 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 8,182 | 1,163 | 0.03% | 0.04% | 198 | -49 | -0.6% | Q1 2026 | May 11, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 8,121 | 1,154 | 0.18% | 0.19% | 199 | -283 | -3.37% | Q1 2026 | May 07, 2026 |
| Invst, LLC | History | New | 8,082 | 1,149 | 0.13% | — | 200 | +8,082 | New | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 7,879 | 1,120 | 0.01% | — | 201 | +7,879 | New | Q1 2026 | Apr 30, 2026 |
| Heirloom Wealth Management | History | New | 7,743 | 1,100 | 0.2% | — | 202 | +7,743 | New | Q1 2026 | Apr 14, 2026 |
| Traveka Wealth, LLC | History | New | 7,526 | 1,070 | 0.41% | — | 203 | +7,526 | New | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,325 | 1,041 | 0.0% | 0.0% | 204 | +516 | 7.58% | Q1 2026 | Apr 30, 2026 |
| Brookstone Capital Management | History | Added to | 7,266 | 1,033 | 0.01% | 0.01% | 205 | +623 | 9.38% | Q1 2026 | Apr 16, 2026 |
| VestGen Advisors, LLC | History | New | 5,642 | 1,028 | 0.03% | — | 206 | +5,642 | New | Q1 2026 | May 14, 2026 |
| Avant Capital LLC | History | Reduced | 7,022 | 998 | 0.7% | 0.69% | 207 | -378 | -5.11% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 6,928 | 985 | 0.01% | 0.01% | 208 | +46 | 0.67% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 6,143 | 977 | 0.02% | 0.02% | 209 | +39 | 0.64% | Q1 2026 | May 04, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 6,818 | 969 | 0.22% | 0.25% | 210 | -1,020 | -13.01% | Q1 2026 | May 04, 2026 |
| UMB Bank, n.a. | History | Added to | 6,654 | 946 | 0.01% | 0.01% | 211 | +8 | 0.12% | Q1 2026 | May 11, 2026 |
| Simplicity Wealth,LLC | History | New | 6,627 | 942 | 0.05% | — | 213 | +6,627 | New | Q1 2026 | Apr 30, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 6,630 | 942 | 0.16% | 0.18% | 212 | -1,150 | -14.78% | Q1 2026 | Apr 29, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 6,572 | 934 | 0.03% | 0.02% | 214 | +1,327 | 25.3% | Q1 2026 | Apr 21, 2026 |
| Accredited Investors Inc. | History | New | 6,527 | 928 | 0.05% | — | 215 | +6,527 | New | Q1 2026 | Apr 30, 2026 |
| PFG Advisors | History | Added to | 6,523 | 927 | 0.05% | 0.04% | 217 | +309 | 4.97% | Q1 2026 | May 05, 2026 |
| GREENLEAF TRUST | History | No change | 6,525 | 927 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NORTHERN TRUST CORP | History | Added to | 6,483 | 921 | 0.0% | 0.0% | 218 | +178 | 2.82% | Q1 2026 | May 14, 2026 |
| Noble Wealth Management PBC | History | Added to | 6,452 | 917 | 0.46% | 0.26% | 219 | +2,703 | 72.1% | Q1 2026 | Apr 02, 2026 |
| MB Generational Wealth, LLC | History | No change | 6,410 | 911 | 0.5% | 0.46% | 220 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,322 | 899 | 0.02% | 0.02% | 221 | -129 | -2.0% | Q1 2026 | May 11, 2026 |
| Apeiron RIA LLC | History | New | 6,079 | 864 | 0.2% | — | 223 | +6,079 | New | Q1 2026 | Apr 27, 2026 |
| KPP Advisory Services LLC | History | Reduced | 6,080 | 864 | 0.13% | 0.14% | 222 | -845 | -12.2% | Q1 2026 | Apr 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 6,073 | 863 | 0.0% | 0.0% | 224 | +528 | 9.52% | Q1 2026 | May 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 5,873 | 835 | 0.06% | 0.06% | 225 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Darden Wealth Group Inc | History | Reduced | 5,852 | 832 | 0.42% | 0.39% | 226 | -16 | -0.27% | Q1 2026 | May 08, 2026 |
| RFG Advisory, LLC | History | Reduced | 5,568 | 791 | 0.01% | 0.02% | 227 | -293 | -5.0% | Q1 2026 | Apr 17, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 5,556 | 790 | 0.03% | 0.03% | 228 | +155 | 2.87% | Q1 2026 | May 06, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 5,517 | 784 | 0.01% | 0.01% | 229 | +466 | 9.23% | Q1 2026 | May 05, 2026 |
| West Wealth Group, LLC | History | Added to | 5,491 | 780 | 0.15% | 0.12% | 232 | +1,153 | 26.58% | Q1 2026 | May 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 5,490 | 780 | 0.03% | 0.03% | 230 | +208 | 3.94% | Q1 2026 | May 12, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 5,488 | 780 | 0.17% | 0.16% | 231 | +3 | 0.05% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 5,595 | 774 | 0.05% | 0.03% | 233 | +822 | 17.22% | Q1 2026 | Apr 24, 2026 |
| Breakwater Capital Group | History | Added to | 5,443 | 773 | 0.1% | 0.09% | 234 | +857 | 18.69% | Q1 2026 | Apr 20, 2026 |
| Squire Investment Management Company, LLC | History | No change | 5,436 | 772 | 0.21% | 0.22% | 235 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| One Wealth Advisors, LLC | History | Added to | 5,403 | 768 | 0.1% | 0.1% | 236 | +514 | 10.51% | Q1 2026 | Apr 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 5,324 | 757 | 0.0% | 0.0% | 237 | -1,176 | -18.09% | Q1 2026 | May 14, 2026 |
| VestGen Investment Management | History | New | 5,292 | 752 | 0.41% | — | 239 | +5,292 | New | Q1 2026 | May 12, 2026 |
| AWM CAPITAL, LLC | History | No change | 5,293 | 752 | 0.07% | 0.07% | 238 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 5,273 | 750 | 0.0% | 0.0% | 240 | +1,007 | 23.61% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | No change | 5,145 | 731 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 5,120 | 728 | 0.1% | 0.1% | 242 | -8 | -0.16% | Q1 2026 | Apr 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,115 | 727 | 0.01% | 0.01% | 243 | +952 | 22.87% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,202 | 711 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GeoWealth Management, LLC | History | New | 4,948 | 703 | 0.03% | — | 245 | +4,948 | New | Q1 2026 | May 13, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 4,932 | 701 | 0.31% | 0.3% | 246 | +4 | 0.08% | Q1 2026 | May 15, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 4,907 | 697 | 0.49% | 0.54% | 247 | -550 | -10.08% | Q1 2026 | May 01, 2026 |
| Regal Investment Advisors LLC | History | New | 4,893 | 695 | 0.04% | — | 248 | +4,893 | New | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,852 | 690 | 0.0% | 0.0% | 249 | +2,180 | 81.59% | Q1 2026 | May 14, 2026 |
| Carrera Capital Advisors | History | Reduced | 4,819 | 685 | 0.11% | 0.11% | 250 | -84 | -1.71% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 4,814 | 684 | 0.04% | 0.03% | 251 | -425 | -8.11% | Q1 2026 | Apr 28, 2026 |
| First Citizens Financial Corp | History | Added to | 4,794 | 681 | 0.32% | 0.26% | 252 | +869 | 22.14% | Q1 2026 | Apr 07, 2026 |
| Independent Advisor Alliance | History | New | 4,741 | 674 | 0.01% | — | 253 | +4,741 | New | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | New | 4,658 | 662 | 0.0% | — | 254 | +4,658 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 4,634 | 658 | 0.0% | 0.0% | 255 | +1,423 | 44.32% | Q1 2026 | May 11, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 4,538 | 645 | 0.49% | 0.53% | 256 | -155 | -3.3% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 4,524 | 643 | 0.01% | 0.01% | 257 | -50 | -1.09% | Q1 2026 | Apr 20, 2026 |
| CGN Advisors LLC | History | Reduced | 4,493 | 638 | 0.05% | 0.05% | 258 | -35 | -0.77% | Q1 2026 | Apr 13, 2026 |
| Tranquility Partners, LLC | History | Added to | 4,428 | 629 | 0.24% | 0.22% | 259 | +2 | 0.05% | Q1 2026 | Apr 20, 2026 |
| Vise Technologies, Inc. | History | No change | 4,566 | 624 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Apella Capital, LLC | History | Added to | 3,762 | 595 | 0.01% | 0.01% | 261 | +2 | 0.05% | Q1 2026 | Apr 20, 2026 |
| Strategic Equity Management | History | New | 4,175 | 593 | 0.22% | — | 262 | +4,175 | New | Q1 2026 | Apr 21, 2026 |
| Inspire Advisors, LLC | History | New | 4,109 | 584 | 0.05% | — | 264 | +4,109 | New | Q1 2026 | May 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 4,108 | 584 | 0.03% | 0.03% | 263 | -17 | -0.41% | Q1 2026 | Apr 20, 2026 |
| FLC Capital Advisors | History | Added to | 3,996 | 568 | 0.1% | 0.09% | 265 | +570 | 16.64% | Q1 2026 | May 01, 2026 |
| Brown Miller Wealth Management, LLC | History | New | 3,991 | 567 | 0.16% | — | 266 | +3,991 | New | Q1 2026 | Apr 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 3,991 | 567 | 0.02% | — | 267 | +3,991 | New | Q1 2026 | Apr 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 3,968 | 564 | 0.0% | 0.0% | 268 | +11 | 0.28% | Q1 2026 | May 14, 2026 |
| Pflug Koory, LLC | History | Added to | 3,951 | 561 | 0.26% | 0.25% | 269 | +1 | 0.03% | Q1 2026 | Apr 21, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 3,916 | 556 | 0.03% | — | 270 | +3,916 | New | Q1 2026 | Apr 13, 2026 |
| Napier Financial, LLC | History | New | 3,892 | 553 | 0.13% | — | 271 | +3,892 | New | Q1 2026 | May 05, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 3,806 | 541 | 0.35% | 0.38% | 272 | -586 | -13.34% | Q1 2026 | May 13, 2026 |
| Stokes Family Office, LLC | History | Reduced | 3,735 | 531 | 0.05% | 0.05% | 273 | -45 | -1.19% | Q1 2026 | May 11, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 3,728 | 530 | 0.06% | 0.25% | 274 | -13,753 | -78.67% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 3,724 | 529 | 0.01% | 0.01% | 275 | -186 | -4.76% | Q1 2026 | May 12, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 3,773 | 527 | 0.07% | 0.07% | 276 | +16 | 0.43% | Q1 2026 | Apr 30, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 3,702 | 526 | 0.08% | 0.08% | 277 | +16 | 0.43% | Q1 2026 | Apr 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 3,644 | 518 | 0.01% | 0.0% | 279 | +2,051 | 128.75% | Q1 2026 | May 07, 2026 |
| S&T BANK/PA | History | Reduced | 3,647 | 518 | 0.19% | 0.17% | 278 | -277 | -7.06% | Q1 2026 | May 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 3,641 | 517 | 0.07% | 0.07% | 280 | -117 | -3.11% | Q1 2026 | May 11, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 3,611 | 513 | 0.32% | 0.3% | 281 | -60 | -1.63% | Q1 2026 | May 12, 2026 |
| Friday Financial | History | No change | 3,568 | 507 | 0.17% | 0.17% | 282 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Strategic Blueprint, LLC | History | New | 3,513 | 499 | 0.03% | — | 284 | +3,513 | New | Q1 2026 | Apr 29, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 3,515 | 499 | 0.05% | 0.05% | 283 | -238 | -6.34% | Q1 2026 | Apr 28, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 3,461 | 492 | 0.04% | 0.04% | 285 | -7 | -0.2% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 3,421 | 486 | 0.01% | 0.01% | 286 | +54 | 1.6% | Q1 2026 | May 15, 2026 |
| BostonPremier Wealth LLC | History | Added to | 3,412 | 485 | 0.25% | 0.24% | 287 | +4 | 0.12% | Q1 2026 | Apr 10, 2026 |
| Strategic Financial Services, Inc. | History | No change | 3,390 | 482 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Lunt Capital Management, Inc. | History | No change | 3,396 | 482 | 0.19% | 0.17% | 289 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 3,383 | 481 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gibbs Wealth Management | History | Added to | 3,380 | 480 | 0.06% | 0.07% | 291 | +1,258 | 59.28% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 3,375 | 479 | 0.0% | 0.0% | 293 | -189 | -5.3% | Q1 2026 | May 13, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 3,369 | 479 | 0.1% | 0.1% | 292 | -15 | -0.44% | Q1 2026 | Apr 13, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 3,369 | 479 | 0.27% | 0.24% | 294 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 3,349 | 476 | 0.02% | — | 295 | +3,349 | New | Q1 2026 | Apr 08, 2026 |
| CFS Investment Advisory Services, LLC | History | New | 3,004 | 475 | 0.03% | — | 296 | +3,004 | New | Q1 2026 | Apr 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 3,293 | 468 | 0.01% | 0.01% | 297 | -297 | -8.27% | Q1 2026 | Apr 29, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 3,290 | 467 | 0.06% | 0.05% | 298 | -18 | -0.54% | Q1 2026 | Apr 23, 2026 |
| Montecito Bank & Trust | History | Reduced | 3,267 | 464 | 0.08% | 0.08% | 299 | -625 | -16.06% | Q1 2026 | Apr 16, 2026 |
| MONEYWISE, INC. | History | New | 3,222 | 458 | 0.2% | — | 300 | +3,222 | New | Q1 2026 | Apr 27, 2026 |