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.
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EASTERN BANK | History | Added to | 2,744,355 | 292,767 | 5.02% | 4.57% | 1 | +275,551 | 11.16% | Q1 2026 | Apr 07, 2026 |
| Choate Investment Advisors | History | Added to | 2,205,187 | 235,249 | 4.6% | 4.42% | 2 | +107,675 | 5.13% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,785,629 | 190,491 | 0.18% | 0.21% | 3 | -423,877 | -19.18% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,356,720 | 144,734 | 0.01% | 0.01% | 4 | +63,596 | 4.92% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,334,008 | 142,138 | 0.19% | — | 5 | +1,334,008 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,263,682 | 135,656 | 0.23% | 0.23% | 6 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Midwest Trust Co | History | Added to | 1,261,782 | 134,606 | 1.68% | 1.58% | 7 | +81,584 | 6.91% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,122,626 | 119,761 | 0.03% | 0.03% | 8 | +27,864 | 2.55% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,054,909 | 112,537 | 0.21% | 0.34% | 9 | +68,283 | 6.92% | Q1 2026 | May 01, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 946,175 | 100,937 | 0.37% | 0.39% | 10 | -59,147 | -5.88% | Q1 2026 | Apr 24, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Added to | 886,374 | 94,558 | 8.13% | 7.81% | 11 | +31,835 | 3.73% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 704,998 | 75,209 | 0.04% | 0.04% | 12 | -23,136 | -3.18% | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 656,951 | 70,083 | 0.01% | 0.01% | 13 | +35,096 | 5.64% | Q1 2026 | May 05, 2026 |
| John S. & James L. Knight Foundation, Inc. | History | No change | 652,458 | 70,041 | 53.42% | 53.42% | 14 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| UMB Bank, n.a. | History | Reduced | 613,117 | 65,407 | 0.91% | 0.96% | 15 | -57,836 | -8.62% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 612,088 | 65,297 | 0.5% | 0.47% | 16 | +31,118 | 5.36% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 512,210 | 54,547 | 0.0% | 0.0% | 17 | +22,543 | 4.6% | Q1 2026 | May 13, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 508,067 | 54,200 | 9.32% | 8.45% | 18 | +41,362 | 8.86% | Q1 2026 | May 13, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 462,586 | 49,348 | 4.14% | 3.87% | 19 | +15,858 | 3.55% | Q1 2026 | Apr 21, 2026 |
| BlackRock, Inc. | History | Reduced | 399,627 | 42,632 | 0.0% | 0.0% | 20 | -18,501 | -4.42% | Q1 2026 | May 13, 2026 |
| HOWE & RUSLING INC | History | Added to | 394,689 | 42,105 | 2.75% | 2.65% | 21 | +20,924 | 5.6% | Q1 2026 | Apr 28, 2026 |
| DT Investment Partners, LLC | History | Added to | 392,064 | 41,825 | 3.48% | 3.48% | 22 | +355 | 0.09% | Q1 2026 | May 14, 2026 |
| HORIZON BANCORP INC /IN/ | History | Added to | 298,301 | 31,823 | 15.31% | 14.77% | 23 | +15,676 | 5.55% | Q1 2026 | Apr 22, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 286,732 | 30,588 | 3.8% | 3.25% | 24 | +53,200 | 22.78% | Q1 2026 | Apr 27, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 286,461 | 30,559 | 0.26% | 0.27% | 25 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 281,442 | 30,024 | 11.52% | — | 26 | +281,442 | New | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 279,935 | 29,863 | 0.04% | 0.04% | 27 | -59,882 | -17.62% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 278,315 | 29,690 | 0.06% | 0.06% | 28 | -1,724 | -0.62% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 274,024 | 29,232 | 0.0% | 0.0% | 29 | -161,531 | -37.09% | Q1 2026 | May 15, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 271,848 | 29,000 | 1.38% | 1.36% | 30 | -2,130 | -0.78% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 263,856 | 28,148 | 0.01% | 0.01% | 31 | -73,813 | -21.86% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 256,973 | 27,415 | 0.0% | 0.0% | 32 | +7,356 | 2.95% | Q1 2026 | May 15, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 256,707 | 27,377 | 1.92% | 2.02% | 33 | +7,650 | 3.07% | Q1 2026 | Apr 24, 2026 |
| Allianz Asset Management GmbH | History | Added to | 255,005 | 27,203 | 0.03% | 0.03% | 34 | +27 | 0.01% | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 237,854 | 25,373 | 0.14% | 0.13% | 35 | +6,272 | 2.71% | Q1 2026 | Apr 15, 2026 |
| MERIDIAN MANAGEMENT CO | History | Added to | 230,122 | 24,549 | 6.11% | 6.01% | 36 | +4,119 | 1.82% | Q1 2026 | May 05, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 227,549 | 24,238 | 0.75% | 0.69% | 37 | +10,174 | 4.68% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 220,147 | 23,491 | 0.01% | 0.0% | 38 | +155,012 | 237.99% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 219,335 | 23,398 | 0.02% | 0.02% | 39 | +10,967 | 5.26% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 218,536 | 23,313 | 0.04% | 0.03% | 40 | +53,936 | 32.77% | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Reduced | 208,615 | 22,255 | 0.01% | 0.01% | 41 | -4,866 | -2.28% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 188,802 | 20,141 | 0.04% | 0.03% | 42 | +28,003 | 17.41% | Q1 2026 | May 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 169,482 | 18,080 | 0.38% | 0.37% | 43 | +6,455 | 3.96% | Q1 2026 | May 13, 2026 |
| WASHINGTON TRUST Co | History | Added to | 167,407 | 17,858 | 0.6% | 0.57% | 44 | +5,892 | 3.65% | Q1 2026 | Apr 06, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 161,321 | 17,209 | 0.26% | 0.26% | 45 | -2,143 | -1.31% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 159,373 | 17,001 | 0.09% | 0.06% | 46 | +3,737 | 2.4% | Q1 2026 | Apr 29, 2026 |
| WEBSTER BANK, N. A. | History | No change | 152,495 | 16,268 | 1.54% | 1.54% | 47 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 151,117 | 16,121 | 1.35% | 2.24% | 48 | -118,153 | -43.88% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Added to | 147,785 | 15,765 | 0.22% | 0.21% | 49 | +8,918 | 6.42% | Q1 2026 | Apr 08, 2026 |
| M&T BANK CORP | History | Reduced | 144,003 | 15,362 | 0.05% | 0.06% | 50 | -18,903 | -11.6% | Q1 2026 | May 12, 2026 |
| BOKF, NA | History | No change | 139,273 | 14,857 | 0.23% | 0.23% | 51 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 138,660 | 14,792 | 1.63% | 1.6% | 52 | +1,775 | 1.3% | Q1 2026 | Apr 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 129,389 | 13,803 | 0.0% | 0.0% | 53 | +91,627 | 242.64% | Q1 2026 | May 15, 2026 |
| GREENLEAF TRUST | History | Reduced | 126,503 | 13,495 | 0.13% | 0.13% | 54 | -5,301 | -4.02% | Q1 2026 | Apr 27, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 123,321 | 13,155 | 0.26% | 0.22% | 55 | +13,201 | 11.99% | Q1 2026 | Apr 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 114,453 | 12,209 | 0.17% | — | 56 | +114,453 | New | Q1 2026 | May 01, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 113,226 | 12,078 | 0.6% | 0.6% | 57 | -256 | -0.23% | Q1 2026 | May 07, 2026 |
| Community Financial Services Group, LLC | History | Added to | 110,537 | 11,755 | 2.07% | 2.12% | 58 | +2,747 | 2.55% | Q1 2026 | Apr 08, 2026 |
| UBS Group AG | History | Added to | 99,666 | 10,632 | 0.0% | 0.0% | 59 | +18,522 | 22.83% | Q1 2026 | May 05, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 90,261 | 9,629 | 1.42% | 1.75% | 60 | +1,688 | 1.91% | Q1 2026 | Apr 27, 2026 |
| Bank of New Hampshire | History | Reduced | 88,885 | 9,482 | 2.17% | 2.33% | 61 | -7,704 | -7.98% | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 87,509 | 9,335 | 0.02% | 0.02% | 62 | +7,149 | 8.9% | Q1 2026 | Apr 30, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 86,180 | 9,193 | 0.52% | 0.55% | 63 | +42,984 | 99.51% | Q1 2026 | Apr 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 85,197 | 9,089 | 0.14% | 0.16% | 64 | -13,587 | -13.75% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 81,738 | 8,719 | 0.0% | 0.0% | 65 | +4,628 | 6.0% | Q1 2026 | May 13, 2026 |
| Sepio Capital, LP | History | Reduced | 80,733 | 8,612 | 0.47% | 0.48% | 66 | -204 | -0.25% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 77,747 | 8,291 | 0.05% | 0.05% | 67 | -6,585 | -7.81% | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Added to | 73,086 | 7,796 | 0.17% | 0.17% | 68 | +7,528 | 11.48% | Q1 2026 | May 04, 2026 |
| Argent Trust Co | History | Added to | 72,171 | 7,699 | 0.26% | 0.21% | 69 | +15,369 | 27.06% | Q1 2026 | May 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 71,227 | 7,598 | 0.5% | 0.46% | 70 | -1,282 | -1.77% | Q1 2026 | Apr 17, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 70,185 | 7,487 | 3.5% | 3.53% | 71 | +462 | 0.66% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 63,483 | 6,772 | 0.03% | 0.02% | 72 | +21,198 | 50.13% | Q1 2026 | Apr 24, 2026 |
| CHOREO, LLC | History | No change | 61,460 | 6,556 | 0.08% | 0.08% | 73 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 60,206 | 6,422 | 0.31% | 0.33% | 74 | -3,372 | -5.3% | Q1 2026 | May 04, 2026 |
| COMMERCE BANK | History | Reduced | 60,075 | 6,408 | 0.03% | 0.1% | 75 | -108,526 | -64.37% | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 58,764 | 6,268 | 0.21% | 0.21% | 76 | +1,101 | 1.91% | Q1 2026 | May 07, 2026 |
| ISTHMUS PARTNERS, LLC | History | New | 57,592 | 6,143 | 0.64% | — | 77 | +57,592 | New | Q1 2026 | Apr 29, 2026 |
| OneAscent Financial Services LLC | History | New | 56,939 | 6,074 | 0.33% | — | 78 | +56,939 | New | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | Reduced | 55,572 | 5,928 | 0.07% | 0.07% | 79 | -889 | -1.57% | Q1 2026 | May 05, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 55,518 | 5,922 | 0.21% | 0.39% | 80 | -41,041 | -42.5% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 52,860 | 5,639 | 0.01% | 0.01% | 81 | +2,654 | 5.29% | Q1 2026 | Apr 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 52,797 | 5,632 | 0.03% | 0.03% | 82 | -3,334 | -5.94% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 51,502 | 5,494 | 0.01% | 0.01% | 83 | -17,047 | -24.87% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 48,995 | 5,217 | 0.01% | 0.01% | 84 | -35,111 | -41.75% | Q1 2026 | Apr 08, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 47,556 | 5,073 | 2.21% | 2.2% | 85 | -194 | -0.41% | Q1 2026 | May 05, 2026 |
| New Hampshire Trust | History | Added to | 47,491 | 5,066 | 1.02% | 0.81% | 86 | +8,931 | 23.16% | Q1 2026 | Apr 20, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 47,545 | 5,063 | 4.44% | 3.78% | 87 | +9,685 | 25.58% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO | History | Reduced | 47,364 | 5,035 | 0.06% | 0.06% | 88 | -993 | -2.05% | Q1 2026 | Apr 28, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 46,408 | 4,981 | 0.33% | 0.33% | 89 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 46,435 | 4,953 | 0.0% | 0.0% | 90 | +16,273 | 53.95% | Q1 2026 | May 12, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 43,637 | 4,655 | 0.2% | 0.2% | 91 | +328 | 0.76% | Q1 2026 | Apr 30, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 43,428 | 4,632 | 0.0% | 0.0% | 92 | -2,764 | -5.98% | Q1 2026 | Apr 30, 2026 |
| 1ST SOURCE BANK | History | Reduced | 43,290 | 4,618 | 0.24% | 0.26% | 93 | -3,389 | -7.26% | Q1 2026 | May 04, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 43,006 | 4,587 | 3.54% | 3.29% | 94 | +2,252 | 5.53% | Q1 2026 | Apr 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 42,080 | 4,489 | 0.12% | 0.12% | 95 | -431 | -1.01% | Q1 2026 | Apr 13, 2026 |
| UNION SAVINGS BANK | History | Added to | 41,311 | 4,407 | 1.93% | 1.77% | 96 | +3,196 | 8.39% | Q1 2026 | Apr 17, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 39,232 | 4,185 | 0.28% | 0.75% | 97 | -63,043 | -61.64% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 38,384 | 4,094 | 0.01% | 0.01% | 98 | +485 | 1.28% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 36,352 | 3,877 | 0.0% | 0.0% | 99 | -1,525 | -4.03% | Q1 2026 | May 05, 2026 |
| Patten Group, Inc. | History | Added to | 35,585 | 3,796 | 0.66% | 0.7% | 100 | +300 | 0.85% | Q1 2026 | Apr 24, 2026 |
| Haverford Trust Co | History | Reduced | 32,627 | 3,480 | 0.03% | 0.04% | 101 | -6,035 | -15.61% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 31,569 | 3,367 | 0.0% | 0.0% | 102 | +6,516 | 26.01% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 30,181 | 3,239 | 0.94% | 0.94% | 103 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 30,167 | 3,218 | 0.02% | 0.01% | 104 | +9,911 | 48.93% | Q1 2026 | May 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 29,877 | 3,187 | 0.03% | — | 105 | +29,877 | New | Q1 2026 | May 01, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 28,994 | 3,093 | 0.14% | 0.15% | 106 | -622 | -2.1% | Q1 2026 | Apr 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 29,057 | 3,089 | 0.06% | 0.06% | 107 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 28,849 | 3,077 | 0.17% | 0.19% | 108 | -2,250 | -7.23% | Q1 2026 | Apr 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 28,432 | 3,052 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 27,968 | 2,983 | 1.45% | 1.56% | 110 | -99 | -0.35% | Q1 2026 | Apr 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 27,810 | 2,966 | 0.0% | 0.0% | 111 | -11,663 | -29.55% | Q1 2026 | May 14, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 26,556 | 2,832 | 0.13% | 0.13% | 112 | -2,288 | -7.93% | Q1 2026 | May 12, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 26,137 | 2,788 | 1.31% | 1.35% | 113 | -2,467 | -8.62% | Q1 2026 | Apr 27, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 24,347 | 2,597 | 0.4% | 0.34% | 114 | +1,514 | 6.63% | Q1 2026 | May 06, 2026 |
| FIRST MERCHANTS CORP | History | No change | 23,961 | 2,556 | 0.1% | 0.1% | 115 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WESBANCO BANK INC | History | Reduced | 22,446 | 2,394 | 0.07% | 0.07% | 116 | -549 | -2.39% | Q1 2026 | Apr 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 21,562 | 2,300 | 0.0% | 0.0% | 117 | +1,029 | 5.01% | Q1 2026 | Apr 27, 2026 |
| Trajan Wealth LLC | History | Reduced | 21,549 | 2,298 | 0.09% | 0.1% | 118 | -1,859 | -7.94% | Q1 2026 | May 13, 2026 |
| Legacy Private Trust Co. | History | Reduced | 20,813 | 2,220 | 0.14% | 0.17% | 119 | -5,400 | -20.6% | Q1 2026 | Apr 07, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 20,817 | 2,220 | 0.5% | 0.55% | 120 | +1,339 | 6.87% | Q1 2026 | Apr 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 19,560 | 2,086 | 0.05% | 0.05% | 121 | +60 | 0.31% | Q1 2026 | May 13, 2026 |
| Unified Investment Management | History | Added to | 19,205 | 2,048 | 2.09% | 2.06% | 122 | +57 | 0.3% | Q1 2026 | Apr 29, 2026 |
| Cerity Partners LLC | History | Reduced | 19,147 | 2,042 | 0.0% | 0.0% | 123 | -12,146 | -38.81% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 18,978 | 2,037 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| First Financial Bank - Trust Division | History | Added to | 18,295 | 1,951 | 0.16% | 0.13% | 125 | +3,941 | 27.46% | Q1 2026 | Apr 01, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 17,553 | 1,872 | 0.75% | 0.64% | 127 | +2,386 | 15.73% | Q1 2026 | Apr 23, 2026 |
| Focus Partners Wealth | History | Added to | 17,556 | 1,872 | 0.0% | 0.0% | 126 | +592 | 3.49% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 17,521 | 1,869 | 0.04% | 0.04% | 128 | -93 | -0.53% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 17,481 | 1,864 | 0.0% | — | 129 | +17,481 | New | Q1 2026 | May 15, 2026 |
| Heritage Trust Co | History | Added to | 17,278 | 1,843 | 0.18% | 0.18% | 130 | +382 | 2.26% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 15,368 | 1,639 | 0.41% | 0.37% | 131 | +1,975 | 14.75% | Q1 2026 | Apr 17, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 15,347 | 1,637 | 0.05% | 0.05% | 132 | -1,423 | -8.49% | Q1 2026 | May 14, 2026 |
| Vantage Investment Partners, LLC | History | Added to | 15,058 | 1,606 | 0.11% | 0.1% | 133 | +465 | 3.19% | Q1 2026 | May 01, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 14,920 | 1,591 | 0.17% | 0.16% | 134 | -555 | -3.59% | Q1 2026 | Apr 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 14,795 | 1,578 | 0.02% | 0.01% | 135 | +7,049 | 91.0% | Q1 2026 | May 08, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 14,720 | 1,570 | 0.03% | 0.03% | 136 | -139 | -0.94% | Q1 2026 | Apr 21, 2026 |
| Curi Capital, LLC | History | Added to | 14,234 | 1,518 | 0.03% | 0.01% | 137 | +10,950 | 333.43% | Q1 2026 | May 15, 2026 |
| Atwater Malick LLC | History | Added to | 13,987 | 1,492 | 0.4% | 0.07% | 138 | +11,556 | 475.36% | Q1 2026 | Apr 22, 2026 |
| Betterment LLC | History | Added to | 13,816 | 1,474 | 0.0% | 0.0% | 139 | +69 | 0.5% | Q1 2026 | May 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 13,543 | 1,444 | 0.09% | 0.07% | 140 | +2,899 | 27.24% | Q1 2026 | Apr 27, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 12,628 | 1,346 | 0.0% | 0.0% | 141 | -1,660 | -11.62% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 12,181 | 1,299 | 0.0% | 0.0% | 142 | -5,035 | -29.25% | Q1 2026 | May 15, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 12,130 | 1,292 | 0.02% | 0.04% | 143 | -7,323 | -37.64% | Q1 2026 | May 15, 2026 |
| First County Bank /CT/ | History | Added to | 11,973 | 1,277 | 0.68% | 0.63% | 144 | +766 | 6.84% | Q1 2026 | Apr 03, 2026 |
| CITIGROUP INC | History | No change | 11,953 | 1,275 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Centennial Bank/AR/ | History | Reduced | 11,847 | 1,263 | 0.45% | 0.8% | 146 | -6,904 | -36.82% | Q1 2026 | May 06, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 11,425 | 1,218 | 0.56% | 0.55% | 147 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Madison Asset Management, LLC | History | New | 11,151 | 1,189 | 0.01% | — | 148 | +11,151 | New | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 11,009 | 1,174 | 0.02% | 0.02% | 149 | -3,464 | -23.93% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 10,856 | 1,158 | 0.0% | 0.0% | 150 | -1,048 | -8.8% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 10,112 | 1,078 | 0.01% | 0.01% | 151 | +690 | 7.32% | Q1 2026 | May 15, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 9,986 | 1,065 | 0.33% | 0.27% | 152 | +2,032 | 25.55% | Q1 2026 | May 01, 2026 |
| Severin Investments, LLC | History | Reduced | 9,913 | 1,057 | 0.91% | 3.95% | 153 | -31,710 | -76.18% | Q1 2026 | Apr 24, 2026 |
| Simmons Bank | History | Reduced | 9,754 | 1,040 | 0.07% | 0.07% | 154 | -677 | -6.49% | Q1 2026 | Apr 23, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 9,705 | 1,035 | 0.04% | 0.04% | 155 | -420 | -4.15% | Q1 2026 | May 12, 2026 |
| Bangor Savings Bank | History | Reduced | 9,471 | 1,010 | 0.08% | 0.08% | 156 | -180 | -1.87% | Q1 2026 | Apr 01, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,398 | 1,003 | 0.03% | 0.03% | 157 | +239 | 2.61% | Q1 2026 | Apr 21, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 8,911 | 956 | 0.45% | 0.45% | 158 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| McLaughlin Asset Management, Inc. | History | Added to | 8,669 | 924 | 0.88% | 0.74% | 159 | +953 | 12.35% | Q1 2026 | Apr 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 8,600 | 917 | 0.0% | — | 160 | +8,600 | New | Q1 2026 | May 14, 2026 |
| Balefire, LLC | History | Added to | 8,530 | 909 | 0.17% | 0.17% | 161 | +414 | 5.1% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | No change | 8,477 | 904 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 8,449 | 901 | 0.11% | 0.1% | 163 | +408 | 5.07% | Q1 2026 | May 06, 2026 |
| Advisor OS, LLC | History | Added to | 8,439 | 900 | 0.07% | 0.05% | 164 | +2,532 | 42.86% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 7,932 | 849 | 0.0% | 0.0% | 165 | +502 | 6.76% | Q1 2026 | May 15, 2026 |
| Northwest Bancshares, Inc. | History | No change | 7,818 | 834 | 0.17% | 0.16% | 166 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 7,604 | 811 | 0.01% | 0.01% | 167 | -451 | -5.6% | Q1 2026 | Apr 14, 2026 |
| GAMMA Investing LLC | History | Added to | 7,417 | 791 | 0.04% | 0.02% | 168 | +3,372 | 83.36% | Q1 2026 | Apr 06, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 7,314 | 780 | 0.01% | 0.01% | 169 | -18 | -0.25% | Q1 2026 | Apr 23, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 7,253 | 773 | 0.09% | 0.11% | 170 | -2,326 | -24.28% | Q1 2026 | Apr 24, 2026 |
| Ascent Group, LLC | History | Reduced | 6,945 | 740 | 0.03% | 0.03% | 171 | -73 | -1.04% | Q1 2026 | May 15, 2026 |
| Adelphi Trust Co | History | Added to | 6,707 | 715 | 0.58% | 0.48% | 172 | +1,258 | 23.09% | Q1 2026 | Apr 01, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 6,666 | 711 | 0.01% | 0.01% | 173 | -123 | -1.81% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,550 | 698 | 0.0% | 0.0% | 174 | +3,010 | 85.03% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 6,510 | 694 | 0.0% | 0.0% | 175 | +3,367 | 107.13% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 6,361 | 678 | 0.01% | 0.01% | 176 | +537 | 9.22% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,309 | 673 | 0.06% | 0.06% | 177 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 6,183 | 659 | 0.81% | 0.84% | 178 | -206 | -3.22% | Q1 2026 | May 14, 2026 |
| Retireful, LLC | History | Reduced | 6,066 | 647 | 0.91% | 0.88% | 179 | -433 | -6.66% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,050 | 645 | 0.0% | 0.0% | 180 | +1,444 | 31.35% | Q1 2026 | Apr 22, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 5,997 | 639 | 0.01% | 0.01% | 181 | -735 | -10.92% | Q1 2026 | May 01, 2026 |
| Global Endowment Management, LP | History | Reduced | 5,769 | 615 | 0.07% | 0.08% | 182 | -99 | -1.69% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Added to | 5,690 | 607 | 0.03% | 0.03% | 183 | +15 | 0.26% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,668 | 604 | 0.0% | 0.0% | 184 | +1,097 | 24.0% | Q1 2026 | May 07, 2026 |
| Gateway Wealth Partners, LLC | History | New | 5,650 | 602 | 0.02% | — | 185 | +5,650 | New | Q1 2026 | May 15, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 5,559 | 593 | 0.09% | 0.07% | 186 | +1,200 | 27.53% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 5,555 | 592 | 0.0% | 0.0% | 188 | +2,809 | 102.29% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,580 | 592 | 0.0% | 0.0% | 187 | +1,110 | 24.83% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | New | 5,343 | 566 | 0.02% | — | 189 | +5,343 | New | Q1 2026 | May 14, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 4,990 | 532 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| High Probability Advisors, LLC | History | No change | 4,797 | 511 | 0.07% | 0.07% | 191 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| GM Advisory Group, LLC | History | No change | 4,771 | 508 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VestGen Investment Management | History | Added to | 4,732 | 504 | 0.28% | 0.25% | 193 | +608 | 14.74% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,702 | 500 | 0.0% | 0.0% | 194 | +2,702 | 135.1% | Q1 2026 | Apr 07, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,678 | 499 | 0.0% | 0.01% | 195 | +20 | 0.43% | Q1 2026 | May 06, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 4,652 | 496 | 0.15% | 0.15% | 196 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Advisory Alpha, LLC | History | Reduced | 4,588 | 489 | 0.01% | 0.01% | 197 | -231 | -4.79% | Q1 2026 | May 14, 2026 |
| Ballentine Capital Advisors, Inc | History | Reduced | 4,495 | 479 | 0.2% | 0.27% | 198 | -1,559 | -25.75% | Q1 2026 | Apr 17, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 4,472 | 477 | 0.05% | 0.05% | 199 | -765 | -14.61% | Q1 2026 | Apr 13, 2026 |
| World Investment Advisors | History | Reduced | 4,347 | 463 | 0.01% | 0.01% | 200 | -1,318 | -23.27% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,178 | 445 | 0.0% | 0.0% | 201 | +3 | 0.07% | Q1 2026 | May 14, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 4,121 | 439 | 0.08% | 0.05% | 202 | -63 | -1.51% | Q1 2026 | Apr 21, 2026 |
| Renasant Bank | History | Reduced | 4,000 | 426 | 0.3% | 0.55% | 203 | -3,500 | -46.67% | Q1 2026 | Apr 29, 2026 |
| Park Place Capital Corp | History | Reduced | 4,000 | 426 | 0.09% | 0.17% | 204 | -3,500 | -46.67% | Q1 2026 | Apr 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 3,970 | 423 | 0.0% | — | 205 | +3,970 | New | Q1 2026 | May 15, 2026 |
| FC Advisory LLC | History | Reduced | 3,922 | 418 | 0.12% | 0.13% | 206 | -253 | -6.06% | Q1 2026 | Apr 14, 2026 |
| NBT BANK N A /NY | History | No change | 3,899 | 415 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Tactive Advisors, LLC | History | Added to | 3,846 | 410 | 0.12% | 0.12% | 208 | +77 | 2.04% | Q1 2026 | Apr 16, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 3,756 | 400 | 0.03% | 0.03% | 209 | +788 | 26.55% | Q1 2026 | Apr 08, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 3,500 | 373 | 0.06% | — | 210 | +3,500 | New | Q1 2026 | Apr 09, 2026 |
| Wealthspire Advisors, LLC | History | No change | 3,291 | 351 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cassia Capital Partners, LLC | History | Added to | 3,151 | 336 | 0.17% | 0.17% | 212 | +160 | 5.35% | Q1 2026 | Apr 24, 2026 |
| Corient Private Wealth LLC | History | Reduced | 3,136 | 334 | 0.0% | 0.0% | 213 | -440 | -12.3% | Q1 2026 | May 15, 2026 |
| Donor Advised Charitable Giving, Inc. | History | Added to | 2,998 | 319 | 0.01% | 0.0% | 214 | +925 | 44.62% | Q1 2026 | Apr 20, 2026 |
| Stewardship Advisors, LLC | History | No change | 2,860 | 305 | 0.07% | 0.07% | 215 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 2,873 | 304 | 0.07% | 0.06% | 216 | +519 | 22.05% | Q1 2026 | May 08, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 2,837 | 302 | 0.16% | 0.13% | 217 | +627 | 28.37% | Q1 2026 | Apr 20, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 2,780 | 296 | 0.01% | 0.01% | 218 | -259 | -8.52% | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,761 | 296 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAPE ANN SAVINGS BANK | History | Reduced | 2,771 | 295 | 0.15% | 0.15% | 220 | -30 | -1.07% | Q1 2026 | Apr 27, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 2,675 | 285 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 2,669 | 284 | 0.01% | 0.01% | 222 | -85 | -3.09% | Q1 2026 | Apr 24, 2026 |
| BBR PARTNERS, LLC | History | No change | 2,506 | 267 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 2,457 | 262 | 0.03% | 0.02% | 224 | +370 | 17.73% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 2,415 | 257 | 0.0% | 0.0% | 225 | -2,598 | -51.83% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 2,345 | 250 | 0.0% | — | 226 | +2,345 | New | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 2,328 | 248 | 0.01% | — | 227 | +2,328 | New | Q1 2026 | May 15, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 2,300 | 245 | 0.17% | 0.15% | 228 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 2,225 | 237 | 0.0% | — | 229 | +2,225 | New | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Added to | 2,164 | 230 | 0.02% | 0.02% | 230 | +279 | 14.8% | Q1 2026 | Apr 22, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 2,130 | 227 | 0.01% | 0.01% | 231 | +34 | 1.62% | Q1 2026 | Apr 07, 2026 |
| HRT FINANCIAL LP | History | New | 2,113 | 225 | 0.0% | — | 232 | +2,113 | New | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | New | 2,113 | 225 | 0.0% | — | 233 | +2,113 | New | Q1 2026 | May 14, 2026 |
| Alternative Investment Advisors, LLC. | History | New | 2,102 | 224 | 0.1% | — | 234 | +2,102 | New | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | New | 2,074 | 221 | 0.01% | — | 235 | +2,074 | New | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 2,022 | 215 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,958 | 208 | 0.0% | 0.0% | 237 | -1,028 | -34.43% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 1,935 | 206 | 0.0% | — | 238 | +1,935 | New | Q1 2026 | Apr 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,917 | 204 | 0.0% | 0.0% | 239 | +3 | 0.16% | Q1 2026 | May 04, 2026 |
| Mendota Financial Group, LLC | History | No change | 1,904 | 203 | 0.15% | 0.15% | 240 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Diversified Enterprises, LLC | History | No change | 1,885 | 201 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | No change | 1,450 | 154 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 1,351 | 143 | 0.0% | 0.0% | 243 | +178 | 15.17% | Q1 2026 | May 06, 2026 |
| Kennebec Savings Bank | History | Added to | 1,305 | 139 | 0.12% | 0.12% | 244 | +17 | 1.32% | Q1 2026 | Apr 17, 2026 |
| CNB Bank | History | Reduced | 1,274 | 135 | 0.06% | 0.06% | 245 | -73 | -5.42% | Q1 2026 | May 06, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,199 | 127 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,155 | 123 | 0.0% | 0.0% | 247 | -52 | -4.31% | Q1 2026 | May 08, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | New | 1,122 | 119 | 0.07% | — | 248 | +1,122 | New | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 925 | 98 | 0.0% | 0.0% | 249 | -404 | -30.4% | Q1 2026 | May 15, 2026 |
| True Link Financial Advisors, LLC | History | New | 905 | 96 | 0.01% | — | 251 | +905 | New | Q1 2026 | Apr 29, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 900 | 96 | 0.07% | 0.07% | 250 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 877 | 93 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 863 | 92 | 0.01% | 0.01% | 253 | +1 | 0.12% | Q1 2026 | Apr 16, 2026 |
| Aventura Private Wealth, LLC | History | No change | 786 | 83 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 673 | 71 | 0.0% | 0.0% | 255 | -38 | -5.34% | Q1 2026 | Apr 27, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 626 | 67 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 625 | 66 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 532 | 56 | 0.0% | — | 258 | +532 | New | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 502 | 53 | 0.0% | — | 259 | +502 | New | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 50,755 | 50 | 0.0% | 0.02% | 260 | -17 | -0.03% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 408 | 43 | 0.0% | 0.0% | 261 | -322 | -44.11% | Q1 2026 | Apr 20, 2026 |
| Colonial Trust Advisors | History | Added to | 399 | 42 | 0.0% | 0.0% | 262 | +2 | 0.5% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | No change | 375 | 40 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 328 | 34 | 0.0% | 0.0% | 264 | +58 | 21.48% | Q1 2026 | Apr 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 314 | 33 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sound Income Strategies, LLC | History | No change | 234 | 24 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 222 | 23 | 0.0% | 0.0% | 267 | -1,328 | -85.68% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | No change | 205 | 21 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 191 | 20 | 0.0% | 0.0% | 269 | +162 | 558.62% | Q1 2026 | May 12, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 191 | 20 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Nova Wealth Management, Inc. | History | New | 181 | 19 | 0.01% | — | 271 | +181 | New | Q1 2026 | Apr 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 170 | 18 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 163 | 17 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | No change | 142 | 15 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 134 | 14 | 0.0% | 0.19% | 275 | -20,696 | -99.36% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 102 | 11 | 0.0% | — | 276 | +99 | 3300.0% | Q1 2026 | Apr 16, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 106 | 11 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 110 | 11 | 0.01% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Heritage Wealth Advisors | History | No change | 95 | 10 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Reduced | 85 | 9 | 0.0% | 0.0% | 280 | -45 | -34.62% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 89 | 9 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 74 | 7 | 0.0% | 0.0% | 282 | +6 | 8.82% | Q1 2026 | May 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 38 | 4 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Caldwell Trust Co | History | No change | 40 | 4 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | New | 25 | 2 | 0.0% | — | 286 | +25 | New | Q1 2026 | Apr 13, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 17 | 1 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Closed out | 0 | 0 | — | 0.65% | — | -114,419 | -100.0% | Q1 2026 | Apr 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -20,576 | -100.0% | Q1 2026 | May 15, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -14,974 | -100.0% | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,178 | -100.0% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,563 | -100.0% | Q1 2026 | Apr 29, 2026 |
| One Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,488 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Align Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,656 | -100.0% | Q1 2026 | May 08, 2026 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -6,568 | -100.0% | Q1 2026 | Apr 21, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Closed out | 0 | 0 | — | 0.11% | — | -6,377 | -100.0% | Q1 2026 | May 14, 2026 |
| LAWOOD & CO | History | Closed out | 0 | 0 | — | 0.63% | — | -6,218 | -100.0% | Q1 2026 | Apr 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,794 | -100.0% | Q1 2026 | Apr 23, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.02% | — | -5,464 | -100.0% | Q1 2026 | Apr 24, 2026 |
| BTC Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -5,297 | -100.0% | Q1 2026 | Apr 20, 2026 |