iSHARES TRUST - GVI
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Choate Investment Advisors | History | No change | 2,259,954 | 239,769 | 4.21% | 4.21% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,574,706 | 167,068 | 0.14% | 0.14% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EASTERN BANK | History | Reduced | 1,569,378 | 161,755 | 2.46% | 2.61% | 3 | -39,040 | -2.43% | Q3 2026 | Oct 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,512,565 | 160,475 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 1,350,840 | 143,437 | 0.17% | 0.17% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Trust Co | History | No change | 1,350,277 | 143,257 | 1.62% | 1.62% | 6 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,115,839 | 118,384 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 996,748 | 105,749 | 0.35% | 0.35% | 8 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 977,585 | 103,716 | 0.17% | 0.17% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 941,740 | 99,913 | 7.51% | 7.51% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 851,824 | 90,374 | 0.43% | 0.43% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 832,035 | 88,274 | 1.32% | 1.32% | 12 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 752,399 | 79,825 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 740,416 | 78,554 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 702,746 | 74,557 | 0.51% | 0.51% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 582,564 | 61,807 | 0.78% | 0.78% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | No change | 552,150 | 58,580 | 9.33% | 9.33% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 538,408 | 57,238 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 474,804 | 50,374 | 3.82% | 3.82% | 19 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DT Investment Partners, LLC | History | No change | 428,821 | 45,495 | 3.39% | 3.39% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HOWE & RUSLING INC | History | No change | 411,980 | 43,709 | 2.54% | 2.54% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 397,055 | 42,125 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 295,368 | 31,337 | 14.69% | 14.69% | 23 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 286,461 | 30,392 | 0.21% | 0.21% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 281,916 | 29,909 | 10.63% | 10.63% | 25 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 273,625 | 29,023 | 1.9% | 1.9% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 267,498 | 28,380 | 3.0% | 3.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 266,055 | 28,226 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 263,577 | 27,964 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 262,874 | 27,888 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 261,430 | 27,736 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Strategic Financial Services, Inc. | History | No change | 259,171 | 27,496 | 1.2% | 1.2% | 32 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| MORGAN STANLEY | History | No change | 258,860 | 27,463 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 230,306 | 24,434 | 5.48% | 5.48% | 34 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 217,033 | 23,066 | 0.65% | 0.65% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 215,133 | 22,824 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 211,829 | 22,474 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 210,247 | 22,306 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | No change | 206,374 | 21,894 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 188,629 | 20,012 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 173,200 | 18,375 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WASHINGTON TRUST Co | History | No change | 168,824 | 17,911 | 0.56% | 0.56% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEBSTER BANK, N. A. | History | No change | 163,825 | 17,381 | 1.51% | 1.51% | 43 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Composition Wealth, LLC | History | No change | 152,823 | 16,213 | 0.19% | 0.19% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 141,133 | 14,973 | 1.47% | 1.47% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BOKF, NA | History | No change | 139,273 | 14,776 | 0.2% | 0.2% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 137,101 | 14,545 | 0.25% | 0.25% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 130,597 | 13,855 | 0.17% | 0.17% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREENLEAF TRUST | History | No change | 119,739 | 12,703 | 0.12% | 0.12% | 49 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 115,460 | 12,249 | 0.55% | 0.55% | 50 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Community Financial Services Group, LLC | History | No change | 113,885 | 12,036 | 1.75% | 1.75% | 51 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 115,736 | 11,928 | 0.14% | 0.15% | 52 | -634 | -0.54% | Q3 2026 | Oct 05, 2026 |
| Sepio Capital, LP | History | No change | 108,902 | 11,553 | 0.58% | 0.58% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 107,172 | 11,370 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Curi Capital, LLC | History | No change | 106,909 | 11,342 | 0.17% | 0.17% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SVB WEALTH LLC | History | No change | 102,040 | 10,825 | 0.68% | 0.68% | 56 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DAVENPORT & Co LLC | History | No change | 101,282 | 10,745 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Argent Trust Co | History | No change | 92,638 | 9,828 | 0.28% | 0.28% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 90,932 | 9,647 | 1.26% | 1.26% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 88,442 | 9,381 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 78,682 | 8,347 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 78,414 | 8,319 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 77,561 | 8,228 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 75,126 | 7,970 | 0.11% | 0.11% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 74,120 | 7,863 | 3.21% | 3.21% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 72,793 | 7,722 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 66,747 | 7,081 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 65,755 | 6,976 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 65,021 | 6,898 | 0.53% | 0.53% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMG National Trust Bank | History | No change | 61,534 | 6,528 | 0.13% | 0.13% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHOREO, LLC | History | No change | 61,460 | 6,520 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 61,422 | 6,516 | 1.61% | 1.61% | 72 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 60,805 | 6,451 | 0.22% | 0.22% | 73 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 58,539 | 6,210 | 0.27% | 0.27% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OneAscent Financial Services LLC | History | No change | 57,582 | 6,109 | 0.29% | 0.29% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ISTHMUS PARTNERS, LLC | History | No change | 56,442 | 5,988 | 0.58% | 0.58% | 76 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 55,549 | 5,893 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Johnson Financial Group, Inc. | History | No change | 55,444 | 5,882 | 0.19% | 0.19% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 54,775 | 5,811 | 4.48% | 4.48% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atria Investments, Inc | History | No change | 51,950 | 5,511 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Legacy Private Trust Co. | History | Added to | 52,281 | 5,388 | 0.29% | 0.08% | 81 | +38,407 | 276.83% | Q3 2026 | Oct 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 50,653 | 5,373 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Trail Ridge Investment Advisors, LLC | History | No change | 50,189 | 5,324 | 2.25% | 2.25% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 50,097 | 5,315 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 49,477 | 5,249 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 49,446 | 5,246 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Hampshire Trust | History | No change | 48,999 | 5,198 | 0.98% | 0.98% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 48,772 | 5,174 | 0.19% | 0.19% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WHITTIER TRUST CO | History | No change | 46,991 | 4,975 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UNION SAVINGS BANK | History | No change | 45,108 | 4,785 | 1.92% | 1.92% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HSBC HOLDINGS PLC | History | No change | 45,005 | 4,774 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 44,548 | 4,726 | 0.49% | 0.49% | 92 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 41,854 | 4,440 | 3.11% | 3.11% | 93 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 41,642 | 4,393 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 42,492 | 4,379 | 0.12% | 0.12% | 95 | -1,078 | -2.47% | Q3 2026 | Oct 05, 2026 |
| Atwater Malick LLC | History | No change | 40,794 | 4,328 | 0.94% | 0.94% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | No change | 40,407 | 4,286 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New Hampshire | History | Reduced | 37,056 | 3,819 | 0.82% | 1.78% | 98 | -43,265 | -53.87% | Q3 2026 | Oct 06, 2026 |
| WESBANCO BANK INC | History | No change | 35,692 | 3,786 | 0.09% | 0.09% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Patten Group, Inc. | History | No change | 34,509 | 3,661 | 0.57% | 0.57% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Haverford Trust Co | History | No change | 33,946 | 3,601 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 33,867 | 3,593 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 33,781 | 3,584 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1ST SOURCE BANK | History | No change | 33,615 | 3,566 | 0.16% | 0.16% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 33,470 | 3,551 | 0.21% | 0.21% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 31,001 | 3,289 | 0.14% | 0.14% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 29,832 | 3,165 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 28,949 | 3,056 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COURIER CAPITAL LLC | History | No change | 27,029 | 2,867 | 0.14% | 0.14% | 109 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 26,542 | 2,815 | 0.1% | 0.1% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Madison Asset Management, LLC | History | No change | 26,482 | 2,809 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthstar Advisors, LLC | History | No change | 25,692 | 2,725 | 0.79% | 0.79% | 112 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parallel Advisors, LLC | History | No change | 25,530 | 2,708 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 25,085 | 2,661 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 23,104 | 2,451 | 0.53% | 0.53% | 115 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GAMMA Investing LLC | History | No change | 21,983 | 2,332 | 0.09% | 0.09% | 116 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 21,498 | 2,280 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 20,980 | 2,225 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 20,656 | 2,191 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trajan Wealth LLC | History | No change | 19,972 | 2,118 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Trust Co | History | No change | 19,871 | 2,108 | 0.18% | 0.18% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 19,592 | 2,078 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Unified Investment Management | History | No change | 19,285 | 2,045 | 1.89% | 1.89% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 19,231 | 2,040 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 19,078 | 2,024 | 0.11% | 0.11% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 19,032 | 2,019 | 0.73% | 0.73% | 126 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Betterment LLC | History | No change | 16,188 | 1,718 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 15,376 | 1,631 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisor OS, LLC | History | No change | 15,184 | 1,610 | 0.11% | 0.11% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Financial Bank - Trust Division | History | Added to | 14,338 | 1,477 | 0.11% | 0.11% | 130 | +430 | 3.09% | Q3 2026 | Oct 01, 2026 |
| Cerity Partners LLC | History | No change | 13,069 | 1,386 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 12,724 | 1,349 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centennial Bank/AR/ | History | No change | 12,548 | 1,331 | 0.43% | 0.43% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Services of America, Inc. | History | No change | 12,395 | 1,315 | 0.13% | 0.13% | 134 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| First County Bank /CT/ | History | No change | 12,349 | 1,310 | 0.62% | 0.62% | 135 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 12,080 | 1,281 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | No change | 12,049 | 1,278 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | No change | 12,034 | 1,276 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 11,818 | 1,253 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Adelphi Trust Co | History | Added to | 11,956 | 1,232 | 0.81% | 0.76% | 140 | +1,102 | 10.15% | Q3 2026 | Oct 05, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 11,425 | 1,212 | 0.5% | 0.5% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 10,466 | 1,110 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Severin Investments, LLC | History | No change | 10,349 | 1,097 | 0.83% | 0.83% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 10,313 | 1,094 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 10,298 | 1,092 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 10,290 | 1,091 | 0.3% | 0.3% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 10,290 | 1,091 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bangor Savings Bank | History | Added to | 10,463 | 1,078 | 0.08% | 0.07% | 148 | +1,086 | 11.58% | Q3 2026 | Oct 06, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 9,775 | 1,037 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 9,601 | 1,018 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 9,586 | 1,017 | 0.41% | 0.41% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 9,507 | 1,009 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ascent Group, LLC | History | No change | 9,243 | 980 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,942 | 948 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 8,911 | 945 | 0.35% | 0.35% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ancora Advisors LLC | History | No change | 8,429 | 894 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 8,415 | 892 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aviance Capital Partners, LLC | History | No change | 8,404 | 891 | 0.09% | 0.09% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealthspire Advisors, LLC | History | No change | 8,062 | 855 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Simmons Bank | History | No change | 7,983 | 846 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OPPENHEIMER & CO INC | History | No change | 7,894 | 837 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cypress Capital Group | History | No change | 7,500 | 795 | 0.07% | 0.07% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 7,409 | 785 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Endowment Management, LP | History | No change | 6,872 | 729 | 0.07% | 0.07% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 6,687 | 709 | 0.1% | 0.1% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 6,556 | 695 | 0.07% | 0.07% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 6,452 | 684 | 0.19% | 0.19% | 167 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prospera Financial Services Inc | History | No change | 6,401 | 679 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,309 | 669 | 0.05% | 0.05% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 6,210 | 659 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 5,932 | 629 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 5,892 | 624 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 5,861 | 621 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 5,849 | 620 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 5,676 | 602 | 0.08% | 0.08% | 175 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Advisors Network LLC | History | No change | 5,626 | 596 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,081 | 540 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 4,838 | 513 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ASSETMARK, INC | History | No change | 4,799 | 509 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| High Probability Advisors, LLC | History | No change | 4,797 | 508 | 0.05% | 0.05% | 180 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,743 | 503 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,708 | 499 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 4,690 | 493 | 0.1% | 0.1% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST MERCHANTS CORP | History | No change | 4,618 | 489 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 4,594 | 487 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 4,606 | 487 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,589 | 486 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trivium Point Advisory, LLC | History | No change | 4,560 | 483 | 0.04% | 0.04% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Alpha, LLC | History | No change | 4,412 | 468 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | No change | 4,347 | 463 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Ion Advisors, LLC | History | No change | 4,348 | 461 | 0.04% | 0.04% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 4,238 | 449 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FC Advisory LLC | History | Added to | 4,240 | 436 | 0.11% | 0.12% | 193 | +66 | 1.58% | Q3 2026 | Oct 05, 2026 |
| Security Financial Services, INC. | History | No change | 4,094 | 434 | 0.06% | 0.06% | 194 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Renasant Bank | History | No change | 4,000 | 424 | 0.27% | 0.27% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Park Place Capital Corp | History | No change | 4,000 | 424 | 0.07% | 0.07% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NBT BANK, N.A. | History | No change | 3,899 | 413 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Curbstone Financial Management Corp | History | No change | 3,842 | 407 | 0.07% | 0.07% | 198 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ballentine Capital Advisors, Inc | History | No change | 3,811 | 404 | 0.15% | 0.15% | 199 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Donor Advised Charitable Giving, Inc. | History | No change | 3,466 | 367 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Corient Private Wealth LP | History | No change | 3,409 | 361 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Cassia Capital Partners, LLC | History | No change | 3,317 | 352 | 0.17% | 0.17% | 202 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 3,407 | 351 | 0.03% | 0.03% | 203 | -110 | -3.13% | Q3 2026 | Oct 01, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,176 | 336 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tactive Advisors, LLC | History | No change | 3,003 | 318 | 0.08% | 0.08% | 205 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Stewardship Advisors, LLC | History | No change | 2,929 | 310 | 0.06% | 0.06% | 206 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,927 | 310 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | No change | 2,871 | 304 | 0.15% | 0.15% | 208 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | No change | 2,865 | 303 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 2,754 | 290 | 0.06% | 0.06% | 210 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TSA Wealth Managment LLC | History | No change | 2,677 | 284 | 0.08% | 0.08% | 211 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 2,672 | 283 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CAPE ANN SAVINGS BANK | History | No change | 2,672 | 283 | 0.13% | 0.13% | 213 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 2,559 | 271 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BBR PARTNERS, LLC | History | No change | 2,506 | 265 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | No change | 2,457 | 260 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 2,439 | 258 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 2,429 | 257 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wiser Wealth Management, Inc | History | No change | 2,350 | 249 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,247 | 238 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Alternative Investment Advisors, LLC. | History | No change | 2,246 | 238 | 0.09% | 0.09% | 221 | 0 | 0.0% | Q2 2026 | Aug 31, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 2,164 | 229 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Continuum Advisory, LLC | History | No change | 2,164 | 229 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 2,068 | 218 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 2,022 | 214 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 1,948 | 206 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversified Enterprises, LLC | History | No change | 1,945 | 206 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 1,922 | 203 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,830 | 194 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,781 | 188 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,355 | 143 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,340 | 142 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CNB Bank | History | No change | 1,322 | 140 | 0.05% | 0.05% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kennebec Savings Bank | History | No change | 1,313 | 139 | 0.11% | 0.11% | 234 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,187 | 125 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,155 | 122 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 1,122 | 119 | 0.06% | 0.06% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,069 | 113 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 980 | 103 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 877 | 93 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 863 | 91 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUST CO OF VERMONT | History | No change | 844 | 89 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aventura Private Wealth, LLC | History | No change | 786 | 83 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 625 | 66 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Westfuller Advisors, LLC | History | No change | 621 | 65 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hartford Financial Management Inc. | History | No change | 469 | 49 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 408 | 43 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Colonial Trust Advisors | History | No change | 403 | 42 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MATHER GROUP, LLC. | History | No change | 350 | 37 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 328 | 34 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 314 | 33 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Abound Wealth Management | History | No change | 296 | 31 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CVA Family Office, LLC | History | No change | 205 | 21 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 191 | 20 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nova Wealth Management, Inc. | History | No change | 181 | 19 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 170 | 18 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 163 | 17 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 142 | 15 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 132 | 14 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 102 | 11 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 106 | 11 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 110 | 11 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Heritage Wealth Advisors | History | No change | 96 | 10 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 85 | 9 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 90 | 9 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 78 | 8 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caldwell Trust Co | History | No change | 40 | 4 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 30 | 3 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 25 | 2 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Coastline Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -1,476 | -100.0% | Q3 2026 | Oct 01, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LifeSteps Financial, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |