iSHARES TRUST - IWV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SCS Capital Management LLC | History | Reduced | 1,865,658 | 691,562 | 7.33% | 7.68% | 1 | -9,142 | -0.49% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Added to | 1,799,933 | 667,199 | 0.01% | 0.01% | 2 | +349,804 | 24.12% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,701,803 | 630,824 | 0.07% | 0.07% | 3 | +172,629 | 11.29% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,317,743 | 488,461 | 0.03% | 0.03% | 4 | +32,921 | 2.56% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 998,905 | 370,274 | 0.05% | 0.05% | 5 | -20,828 | -2.04% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 923,534 | 342,335 | 0.03% | 0.02% | 6 | +94,283 | 11.37% | Q1 2026 | May 15, 2026 |
| American Family Investments, Inc. | History | Added to | 843,738 | 312,756 | 8.22% | 3.78% | 7 | +571,898 | 210.38% | Q1 2026 | May 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 507,490 | 196,323 | 18.07% | 17.81% | 8 | -4,279 | -0.84% | Q1 2026 | May 13, 2026 |
| UNC Management Company, Inc. | History | Added to | 527,834 | 195,658 | 11.94% | 18.44% | 9 | +1,066 | 0.2% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 475,713 | 171,223 | 0.01% | 0.01% | 10 | +1,664 | 0.35% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 457,350 | 169,530 | 0.05% | 0.05% | 11 | -42,872 | -8.57% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 398,978 | 148,047 | 0.03% | 0.04% | 12 | -24,555 | -5.8% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 387,948 | 143,804 | 0.01% | 0.01% | 13 | -6,343 | -1.61% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 360,403 | 133,594 | 0.15% | 0.16% | 14 | -3,991 | -1.1% | Q1 2026 | May 14, 2026 |
| Evensky & Katz LLC | History | Reduced | 340,805 | 126,330 | 7.19% | 7.55% | 15 | -5,100 | -1.47% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 338,628 | 125,522 | 0.02% | 0.02% | 16 | -12,428 | -3.54% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 335,776 | 124,465 | 0.07% | 0.07% | 17 | -10,286 | -2.97% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 318,216 | 117,957 | 0.13% | 0.13% | 18 | +5,576 | 1.78% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 296,201 | 109,795 | 0.02% | 0.02% | 19 | -85,880 | -22.48% | Q1 2026 | May 05, 2026 |
| TLWM | History | Added to | 294,238 | 109,067 | 19.65% | 19.91% | 20 | +13,048 | 4.64% | Q1 2026 | Apr 08, 2026 |
| Gotham Asset Management, LLC | History | New | 288,620 | 106,985 | 0.33% | — | 21 | +288,620 | New | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 275,736 | 102,209 | 0.15% | 0.16% | 22 | +3,361 | 1.23% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 274,951 | 101,919 | 0.31% | 0.32% | 23 | -785 | -0.28% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 252,360 | 93,544 | 0.02% | 0.02% | 24 | -43,077 | -14.58% | Q1 2026 | May 11, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 242,928 | 90,049 | 8.95% | 9.3% | 25 | -1,113 | -0.46% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Added to | 226,096 | 82,957 | 0.12% | 0.11% | 26 | +3,280 | 1.47% | Q1 2026 | May 15, 2026 |
| Bricktown Capital, LLC | History | Added to | 222,495 | 82,474 | 16.24% | 13.12% | 27 | +21,000 | 10.42% | Q1 2026 | Apr 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 194,240 | 72,000 | 0.21% | 0.21% | 28 | -4,431 | -2.23% | Q1 2026 | May 08, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 174,759 | 64,779 | 0.3% | 0.2% | 29 | +28 | 0.02% | Q1 2026 | May 14, 2026 |
| GM Advisory Group, LLC | History | Reduced | 173,146 | 64,181 | 2.47% | 2.69% | 30 | -4,211 | -2.37% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 170,528 | 63,211 | 1.47% | 1.48% | 31 | +13,647 | 8.7% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 164,161 | 60,851 | 0.76% | 0.76% | 32 | +7,105 | 4.52% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 163,610 | 60,643 | 0.11% | 0.18% | 33 | -87,368 | -34.81% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Added to | 160,437 | 59,470 | 0.1% | 0.09% | 34 | +613 | 0.38% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 159,700 | 59,197 | 0.1% | 0.09% | 35 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DAVIS R M INC | History | No change | 159,675 | 59,188 | 1.05% | 1.06% | 36 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 156,157 | 57,884 | 0.02% | 0.02% | 37 | +15,544 | 11.05% | Q1 2026 | May 14, 2026 |
| Calamos Advisors LLC | History | New | 153,920 | 57,055 | 0.2% | — | 39 | +153,920 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 153,920 | 57,055 | 1.96% | 2.1% | 38 | -3,459 | -2.2% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Reduced | 149,844 | 55,544 | 0.41% | 0.48% | 40 | -2,303 | -1.51% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 149,242 | 55,321 | 0.06% | 0.07% | 41 | -4,744 | -3.08% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 146,638 | 54,355 | 0.1% | 0.08% | 42 | +79,570 | 118.64% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | Added to | 145,398 | 53,896 | 0.26% | 0.31% | 43 | +529 | 0.37% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 144,141 | 53,430 | 0.01% | 0.01% | 44 | +9,103 | 6.74% | Q1 2026 | May 13, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 143,682 | 53,259 | 2.85% | 4.17% | 45 | -9,795 | -6.38% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 141,446 | 52,431 | 0.28% | 0.47% | 46 | -32,745 | -18.8% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 138,977 | 51,515 | 0.72% | 0.72% | 47 | +7,282 | 5.53% | Q1 2026 | May 14, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 137,902 | 51,117 | 9.25% | 10.07% | 48 | +1,221 | 0.89% | Q1 2026 | May 14, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 130,652 | 48,429 | 0.99% | 1.01% | 49 | +1,938 | 1.51% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 127,395 | 47,223 | 0.2% | 0.19% | 50 | +9,794 | 8.33% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 124,611 | 46,190 | 0.07% | 0.01% | 51 | +99,585 | 397.93% | Q1 2026 | May 15, 2026 |
| Wind River Trust Co | History | No change | 124,042 | 45,979 | 17.34% | 17.92% | 52 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 122,656 | 45,465 | 0.02% | 0.02% | 53 | +19,002 | 18.33% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 120,726 | 44,750 | 1.09% | 1.02% | 54 | -4,526 | -3.61% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Reduced | 114,847 | 42,571 | 0.07% | 0.09% | 55 | -29,865 | -20.64% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 115,291 | 41,699 | 0.02% | 0.02% | 56 | +11,778 | 11.38% | Q1 2026 | May 15, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 112,105 | 41,555 | 14.23% | 15.14% | 57 | +14,432 | 14.78% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 110,168 | 40,837 | 0.06% | 0.05% | 58 | +11,149 | 11.26% | Q1 2026 | Apr 27, 2026 |
| AlphaCore Capital LLC | History | Reduced | 106,552 | 39,496 | 0.94% | 0.95% | 59 | -3,800 | -3.44% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 103,739 | 38,454 | 0.35% | 0.5% | 60 | +1,762 | 1.73% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 98,969 | 36,699 | 0.05% | 0.06% | 61 | +293 | 0.3% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 95,511 | 35,404 | 0.01% | 0.01% | 62 | -17,836 | -15.74% | Q1 2026 | May 04, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 93,323 | 34,592 | 2.87% | 2.65% | 63 | +18,579 | 24.86% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Reduced | 91,778 | 34,008 | 0.04% | 0.05% | 64 | -6,689 | -6.79% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 86,282 | 33,378 | 0.13% | 0.13% | 65 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | Added to | 86,831 | 32,186 | 13.44% | 9.38% | 66 | +38,990 | 81.5% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 81,209 | 30,102 | 0.01% | 0.01% | 67 | -7,307 | -8.26% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 80,307 | 29,768 | 0.19% | 0.2% | 68 | +377 | 0.47% | Q1 2026 | Apr 27, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 80,093 | 29,689 | 1.16% | 1.26% | 69 | -2,309 | -2.8% | Q1 2026 | Apr 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 80,025 | 29,664 | 0.45% | 0.47% | 70 | -2,360 | -2.86% | Q1 2026 | May 01, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 79,401 | 29,432 | 3.12% | 3.55% | 71 | -3,292 | -3.98% | Q1 2026 | Apr 20, 2026 |
| Brooklyn FI, LLC | History | Added to | 77,859 | 28,860 | 6.06% | 5.62% | 72 | +9,925 | 14.61% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 75,383 | 27,943 | 0.05% | 0.05% | 73 | -1,421 | -1.85% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 74,289 | 27,537 | 0.13% | 0.15% | 74 | +5,990 | 8.77% | Q1 2026 | May 04, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 72,135 | 26,739 | 5.15% | 5.51% | 75 | -1,884 | -2.55% | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 71,164 | 26,379 | 1.36% | 1.37% | 76 | +3,902 | 5.8% | Q1 2026 | Apr 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 70,889 | 26,277 | 0.57% | 0.58% | 77 | -996 | -1.39% | Q1 2026 | May 15, 2026 |
| Finley Financial, LLC | History | Reduced | 70,747 | 26,224 | 12.28% | 12.73% | 78 | -1,091 | -1.52% | Q1 2026 | Apr 22, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 70,321 | 26,066 | 3.21% | 3.18% | 79 | -774 | -1.09% | Q1 2026 | May 05, 2026 |
| EPIQ PARTNERS, LLC | History | Added to | 67,551 | 25,039 | 11.7% | 11.34% | 80 | +4,687 | 7.46% | Q1 2026 | Apr 09, 2026 |
| US BANCORP \DE\ | History | Reduced | 64,613 | 23,951 | 0.03% | 0.04% | 81 | -15,020 | -18.86% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 62,356 | 23,114 | 0.09% | — | 82 | +62,356 | New | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 61,046 | 22,628 | 0.0% | 0.01% | 83 | -57,352 | -48.44% | Q1 2026 | May 15, 2026 |
| Trajan Wealth LLC | History | Added to | 59,173 | 21,934 | 0.89% | 0.94% | 84 | +1,062 | 1.83% | Q1 2026 | May 13, 2026 |
| Stairway Partners, LLC | History | No change | 58,578 | 21,713 | 1.12% | 1.17% | 85 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 58,155 | 21,556 | 0.17% | 0.18% | 86 | +217 | 0.37% | Q1 2026 | May 01, 2026 |
| Truepoint, Inc. | History | Reduced | 58,119 | 21,543 | 0.48% | 0.51% | 87 | -438 | -0.75% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 57,852 | 21,444 | 0.0% | 0.0% | 88 | +35,494 | 158.75% | Q1 2026 | May 15, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 56,356 | 20,890 | 1.72% | 1.82% | 89 | -114 | -0.2% | Q1 2026 | May 06, 2026 |
| Strategic Equity Management | History | Added to | 56,171 | 20,821 | 7.83% | 7.35% | 90 | +162 | 0.29% | Q1 2026 | Apr 21, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 54,197 | 20,089 | 0.28% | 0.29% | 91 | -2,143 | -3.8% | Q1 2026 | May 01, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 53,723 | 19,914 | 1.21% | 1.29% | 92 | -524 | -0.97% | Q1 2026 | May 04, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 50,376 | 19,487 | 2.58% | 2.58% | 93 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 52,108 | 19,315 | 0.03% | 0.03% | 94 | +840 | 1.64% | Q1 2026 | Apr 27, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 50,701 | 18,793 | 8.47% | 8.81% | 95 | -889 | -1.72% | Q1 2026 | May 05, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 49,691 | 18,419 | 0.35% | 0.36% | 96 | -104 | -0.21% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Added to | 46,957 | 17,406 | 0.01% | 0.01% | 97 | +2,278 | 5.1% | Q1 2026 | May 11, 2026 |
| NEPC LLC | History | Added to | 46,031 | 17,062 | 0.34% | 0.38% | 98 | +70 | 0.15% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 45,574 | 16,893 | 0.01% | 0.01% | 99 | -327 | -0.71% | Q1 2026 | May 07, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 44,775 | 16,597 | 15.18% | 15.24% | 100 | -346 | -0.77% | Q1 2026 | Apr 29, 2026 |
| Creative Planning | History | Added to | 44,596 | 16,530 | 0.01% | 0.01% | 101 | +2,904 | 6.97% | Q1 2026 | May 12, 2026 |
| Balentine LLC | History | Reduced | 43,843 | 16,251 | 0.65% | 0.69% | 102 | -2,942 | -6.29% | Q1 2026 | Apr 24, 2026 |
| Embree Financial Group | History | Added to | 42,767 | 15,852 | 1.87% | 1.93% | 103 | +2,055 | 5.05% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Added to | 42,590 | 15,787 | 0.04% | 0.04% | 104 | +811 | 1.94% | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 42,543 | 15,769 | 0.27% | 0.27% | 105 | +28 | 0.07% | Q1 2026 | May 05, 2026 |
| Fund Evaluation Group, LLC | History | No change | 42,519 | 15,760 | 0.48% | 0.54% | 106 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 41,931 | 15,543 | 1.14% | 1.37% | 107 | -7,055 | -14.4% | Q1 2026 | Apr 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 41,907 | 15,530 | 0.1% | 0.1% | 108 | -1,518 | -3.5% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 41,387 | 15,341 | 0.12% | 0.15% | 109 | -7,487 | -15.32% | Q1 2026 | May 01, 2026 |
| FIRST HORIZON CORP | History | No change | 41,229 | 15,282 | 0.64% | 0.71% | 110 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 41,214 | 15,277 | 0.06% | 0.06% | 111 | +1,016 | 2.53% | Q1 2026 | Apr 30, 2026 |
| MONEYWISE, INC. | History | Added to | 40,287 | 14,933 | 6.52% | 6.36% | 112 | +753 | 1.9% | Q1 2026 | Apr 27, 2026 |
| AlTi Global, Inc. | History | Added to | 40,027 | 14,837 | 0.32% | 0.33% | 113 | +115 | 0.29% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 37,982 | 14,259 | 0.29% | 0.4% | 114 | -11,225 | -22.81% | Q1 2026 | Apr 28, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 38,175 | 14,150 | 5.75% | 5.75% | 115 | -140 | -0.37% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 37,377 | 13,854 | 0.02% | 0.03% | 116 | +2,070 | 5.86% | Q1 2026 | May 15, 2026 |
| Ipswich Investment Management Co., Inc. | History | Reduced | 36,841 | 13,656 | 3.21% | 3.43% | 117 | -1,483 | -3.87% | Q1 2026 | Apr 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 35,929 | 13,429 | 0.03% | 0.02% | 118 | -6,288 | -14.89% | Q1 2026 | Apr 08, 2026 |
| Roble, Belko & Company, Inc | History | No change | 36,119 | 13,389 | 1.7% | 1.83% | 119 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Allen Investment Management, LLC | History | No change | 35,131 | 13,022 | 0.16% | 0.15% | 120 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 35,098 | 13,010 | 1.26% | 1.42% | 121 | -1,737 | -4.72% | Q1 2026 | Apr 20, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 32,369 | 12,521 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | Added to | 32,643 | 12,255 | 0.14% | 0.09% | 123 | +11,200 | 52.23% | Q1 2026 | Apr 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 32,359 | 11,994 | 0.67% | 0.72% | 124 | -887 | -2.67% | Q1 2026 | Apr 20, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 31,204 | 11,566 | 1.05% | 1.2% | 125 | -3,303 | -9.57% | Q1 2026 | May 04, 2026 |
| UMB Bank, n.a. | History | Reduced | 29,938 | 11,097 | 0.15% | 0.16% | 126 | -853 | -2.77% | Q1 2026 | May 11, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 29,907 | 11,086 | 0.42% | 0.43% | 127 | +60 | 0.2% | Q1 2026 | May 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 28,152 | 10,890 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| jvl associates llc | History | No change | 29,127 | 10,796 | 3.62% | 3.67% | 129 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 28,831 | 10,686 | 0.01% | 0.01% | 130 | -2,129 | -6.88% | Q1 2026 | May 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 28,806 | 10,677 | 0.02% | 0.02% | 131 | +2,740 | 10.51% | Q1 2026 | May 05, 2026 |
| LM Advisors LLC | History | Added to | 3,945 | 10,644 | 0.17% | 0.18% | 132 | +127 | 3.33% | Q1 2026 | May 13, 2026 |
| One Day In July LLC | History | Added to | 28,673 | 10,628 | 0.85% | 0.82% | 133 | +2,943 | 11.44% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 28,457 | 10,548 | 0.03% | 0.03% | 134 | +3,477 | 13.92% | Q1 2026 | Apr 30, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 28,077 | 10,480 | 8.47% | 8.81% | 135 | +1,104 | 4.09% | Q1 2026 | Apr 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 26,481 | 10,244 | 0.0% | 0.0% | 136 | -18 | -0.07% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 27,568 | 10,218 | 0.0% | 0.0% | 137 | +20,837 | 309.57% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 26,821 | 9,942 | 0.04% | 0.04% | 138 | +1,155 | 4.5% | Q1 2026 | May 11, 2026 |
| VANGUARD GROUP INC | History | No change | 24,806 | 9,596 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 25,200 | 9,341 | 2.62% | 2.97% | 140 | -6,500 | -20.5% | Q1 2026 | Apr 22, 2026 |
| CIBC Bancorp USA Inc. | History | New | 24,965 | 9,172 | 0.01% | — | 142 | +24,965 | New | Q1 2026 | May 12, 2026 |
| REBALANCE, LLC | History | Added to | 24,744 | 9,172 | 0.53% | 0.56% | 141 | +48 | 0.19% | Q1 2026 | May 11, 2026 |
| Vanguard National Trust Co | History | New | 24,122 | 8,941 | 0.56% | — | 143 | +24,122 | New | Q1 2026 | May 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 23,475 | 8,701 | 0.03% | 0.03% | 144 | -992 | -4.05% | Q1 2026 | Apr 24, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 22,315 | 8,632 | 2.35% | 2.35% | 145 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | No change | 22,880 | 8,481 | 0.57% | 0.58% | 146 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Brookstone Capital Management | History | Reduced | 22,549 | 8,358 | 0.1% | 0.21% | 147 | -25,370 | -52.94% | Q1 2026 | Apr 16, 2026 |
| LCNB CORP | History | Added to | 22,498 | 8,339 | 2.8% | 2.76% | 148 | +1,200 | 5.63% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 22,490 | 8,336 | 0.11% | 0.13% | 149 | -1,952 | -7.99% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Reduced | 20,496 | 8,287 | 0.12% | 0.2% | 150 | -6,046 | -22.78% | Q1 2026 | Apr 20, 2026 |
| Circle Wealth Management, LLC | History | No change | 22,161 | 8,214 | 0.12% | 0.13% | 151 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| St. Louis Trust Co | History | Reduced | 21,771 | 8,069 | 0.94% | 0.97% | 152 | -104 | -0.48% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 21,755 | 8,064 | 0.1% | 0.1% | 153 | -1,262 | -5.48% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 21,412 | 7,937 | 0.19% | 0.2% | 154 | -93 | -0.43% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 21,355 | 7,915 | 0.01% | 0.01% | 155 | +930 | 4.55% | Q1 2026 | May 14, 2026 |
| Cedar Wealth Management, LLC | History | Added to | 21,171 | 7,847 | 2.28% | 2.13% | 156 | +2,781 | 15.12% | Q1 2026 | May 14, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 20,850 | 7,728 | 4.07% | 4.08% | 157 | +61 | 0.29% | Q1 2026 | Apr 28, 2026 |
| Mueller Wealth, LLC | History | Added to | 20,244 | 7,504 | 5.98% | 6.25% | 158 | +708 | 3.62% | Q1 2026 | May 01, 2026 |
| ASPIRIANT, LLC | History | Reduced | 19,857 | 7,360 | 0.21% | 0.27% | 159 | -4,658 | -19.0% | Q1 2026 | May 12, 2026 |
| Arcus Capital Partners, LLC | History | Added to | 19,520 | 7,235 | 2.6% | 1.6% | 160 | +8,026 | 69.83% | Q1 2026 | May 06, 2026 |
| Legacy Trust | History | Reduced | 18,848 | 6,986 | 1.34% | 1.42% | 161 | -816 | -4.15% | Q1 2026 | Apr 14, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 18,596 | 6,893 | 3.03% | 4.1% | 162 | -4,749 | -20.34% | Q1 2026 | Apr 27, 2026 |
| Jordan Park Group LLC | History | No change | 18,515 | 6,863 | 0.37% | 0.41% | 163 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 18,457 | 6,841 | 2.08% | 1.5% | 164 | +5,791 | 45.72% | Q1 2026 | Apr 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 16,863 | 6,829 | 0.15% | 0.14% | 165 | +1,933 | 12.95% | Q1 2026 | May 04, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 18,414 | 6,708 | 0.21% | 0.21% | 166 | -222 | -1.19% | Q1 2026 | May 11, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 17,861 | 6,620 | 1.28% | 1.34% | 167 | -75 | -0.42% | Q1 2026 | May 05, 2026 |
| Elyxium Wealth, LLC | History | No change | 17,730 | 6,572 | 2.11% | 1.9% | 168 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| New Republic Capital, LLC | History | Added to | 17,423 | 6,458 | 2.18% | 1.26% | 169 | +5,168 | 42.17% | Q1 2026 | May 01, 2026 |
| Triune Financial Partners, LLC | History | Reduced | 17,370 | 6,438 | 1.53% | 1.63% | 170 | -344 | -1.94% | Q1 2026 | Apr 30, 2026 |
| WHI TRUST Co LLC | History | Reduced | 17,078 | 6,330 | 4.77% | 5.26% | 171 | -567 | -3.21% | Q1 2026 | Apr 24, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 16,955 | 6,284 | 0.16% | 0.18% | 172 | -801 | -4.51% | Q1 2026 | Apr 07, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 16,822 | 6,235 | 0.51% | 0.54% | 173 | +297 | 1.8% | Q1 2026 | Apr 13, 2026 |
| BTC Capital Management, Inc. | History | No change | 16,691 | 6,187 | 0.42% | 0.45% | 174 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| XPONANCE LLC | History | Added to | 16,599 | 6,152 | 0.04% | 0.02% | 175 | +11,418 | 220.38% | Q1 2026 | May 13, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 16,487 | 6,111 | 0.79% | 0.81% | 176 | -96 | -0.58% | Q1 2026 | May 05, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 16,103 | 5,969 | 0.03% | 0.03% | 177 | -1,018 | -5.95% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 15,913 | 5,898 | 0.03% | 0.03% | 178 | -115 | -0.72% | Q1 2026 | Apr 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 15,688 | 5,815 | 0.12% | 0.12% | 179 | -180 | -1.13% | Q1 2026 | May 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 15,454 | 5,728 | 0.28% | 0.33% | 180 | -2,349 | -13.19% | Q1 2026 | Apr 17, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 15,435 | 5,721 | 0.08% | 0.09% | 181 | +1,695 | 12.34% | Q1 2026 | May 12, 2026 |
| Aries Wealth Management | History | No change | 15,294 | 5,669 | 1.25% | 1.31% | 182 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 14,606 | 5,650 | 0.44% | 0.44% | 183 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 15,060 | 5,582 | 1.31% | 1.35% | 184 | +338 | 2.3% | Q1 2026 | May 05, 2026 |
| Curi Capital, LLC | History | Reduced | 14,973 | 5,550 | 0.1% | 0.1% | 185 | -205 | -1.35% | Q1 2026 | May 15, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 14,928 | 5,533 | 0.22% | 0.22% | 186 | +28 | 0.19% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 14,690 | 5,445 | 0.03% | 0.03% | 187 | +130 | 0.89% | Q1 2026 | Apr 24, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 14,599 | 5,411 | 0.63% | 0.76% | 188 | -2,444 | -14.34% | Q1 2026 | May 06, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 14,597 | 5,410 | 0.09% | 0.09% | 189 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 14,584 | 5,405 | 0.01% | 0.02% | 190 | -4,279 | -22.68% | Q1 2026 | May 04, 2026 |
| Financial Council, LLC | History | Reduced | 14,505 | 5,376 | 2.07% | 2.26% | 191 | -155 | -1.06% | Q1 2026 | Apr 21, 2026 |
| Sowell Financial Services LLC | History | Added to | 14,031 | 5,201 | 0.19% | 0.19% | 193 | +487 | 3.6% | Q1 2026 | Apr 20, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 14,031 | 5,201 | 0.04% | 0.04% | 192 | -10 | -0.07% | Q1 2026 | May 15, 2026 |
| William Howard & Co Financial Advisors Inc | History | Reduced | 13,775 | 5,106 | 4.41% | 4.65% | 194 | -496 | -3.48% | Q1 2026 | Apr 30, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 13,398 | 4,966 | 1.3% | 1.35% | 195 | -4 | -0.03% | Q1 2026 | Apr 10, 2026 |
| Greenline Partners, LLC | History | No change | 13,244 | 4,909 | 0.53% | 0.59% | 196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | New | 13,210 | 4,896 | 0.08% | — | 197 | +13,210 | New | Q1 2026 | May 04, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 12,897 | 4,780 | 1.26% | 1.26% | 198 | +178 | 1.4% | Q1 2026 | May 08, 2026 |
| Blue Fin Capital, Inc. | History | No change | 12,174 | 4,709 | 0.73% | 0.73% | 199 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 12,672 | 4,697 | 0.23% | 0.24% | 200 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 12,531 | 4,645 | 0.04% | 0.12% | 201 | -25,541 | -67.09% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 12,337 | 4,573 | 0.05% | 0.06% | 202 | +38 | 0.31% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 12,300 | 4,559 | 0.0% | 0.0% | 203 | +3,968 | 47.62% | Q1 2026 | May 12, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 12,147 | 4,502 | 0.21% | 0.19% | 204 | +742 | 6.51% | Q1 2026 | May 06, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 11,860 | 4,396 | 0.12% | 0.16% | 206 | -721 | -5.73% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 11,369 | 4,396 | 0.03% | 0.03% | 205 | +668 | 6.24% | Q1 2026 | May 15, 2026 |
| Lutz Financial Services LLC | History | Reduced | 11,854 | 4,394 | 0.3% | 0.32% | 207 | -321 | -2.64% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 11,760 | 4,359 | 0.02% | 0.02% | 208 | +591 | 5.29% | Q1 2026 | May 15, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 11,282 | 4,182 | 1.74% | 1.75% | 209 | +524 | 4.87% | Q1 2026 | May 15, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 11,253 | 4,171 | 0.48% | 0.5% | 210 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 11,249 | 4,169 | 0.73% | 0.65% | 211 | -576 | -4.87% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 10,743 | 3,982 | 0.31% | 0.32% | 212 | -130 | -1.2% | Q1 2026 | Apr 08, 2026 |
| Single Point Partners, LLC | History | Added to | 10,689 | 3,962 | 0.79% | 0.82% | 213 | +6 | 0.06% | Q1 2026 | Apr 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 10,148 | 3,925 | 0.19% | 0.18% | 214 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Chesapeake Wealth Management | History | Reduced | 10,320 | 3,825 | 1.17% | 1.2% | 215 | -99 | -0.95% | Q1 2026 | May 18, 2026 |
| CERTUITY, LLC | History | Added to | 10,279 | 3,810 | 0.25% | 0.25% | 216 | +16 | 0.16% | Q1 2026 | May 11, 2026 |
| NORDEN GROUP LLC | History | Reduced | 10,237 | 3,794 | 0.36% | 0.41% | 217 | -717 | -6.55% | Q1 2026 | Apr 15, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 10,154 | 3,763 | 2.23% | 2.34% | 218 | +3,677 | 56.77% | Q1 2026 | Apr 16, 2026 |
| Mosaic Advisors LLC | History | Added to | 9,249 | 3,757 | 5.62% | 5.64% | 219 | +1,646 | 21.65% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 9,983 | 3,700 | 0.04% | 0.04% | 220 | +63 | 0.64% | Q1 2026 | Apr 28, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 9,644 | 3,574 | 0.12% | 0.13% | 221 | -78 | -0.8% | Q1 2026 | May 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 9,608 | 3,561 | 0.09% | 0.1% | 222 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | Reduced | 9,549 | 3,539 | 0.12% | 0.14% | 223 | -501 | -4.99% | Q1 2026 | May 06, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 9,066 | 3,507 | 0.51% | 0.51% | 224 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 9,405 | 3,486 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 9,368 | 3,472 | 0.02% | 0.04% | 226 | -11,657 | -55.44% | Q1 2026 | May 13, 2026 |
| Simmons Bank | History | Reduced | 9,363 | 3,470 | 0.23% | 0.25% | 228 | -489 | -4.96% | Q1 2026 | Apr 23, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 9,363 | 3,470 | 0.37% | 0.38% | 227 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 9,136 | 3,386 | 0.04% | 0.42% | 229 | -85,710 | -90.37% | Q1 2026 | Apr 20, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 9,026 | 3,345 | 0.36% | 0.38% | 230 | +3 | 0.03% | Q1 2026 | May 12, 2026 |
| Family Office Research LLC | History | Reduced | 9,015 | 3,341 | 1.45% | 1.44% | 231 | -27 | -0.3% | Q1 2026 | May 13, 2026 |
| Lakeshore Financial Planning, Inc. | History | Reduced | 8,897 | 3,297 | 1.2% | 1.26% | 232 | -209 | -2.3% | Q1 2026 | May 07, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 8,775 | 3,252 | 1.15% | 1.23% | 233 | +7 | 0.08% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 8,667 | 3,212 | 0.03% | 0.02% | 234 | +4,439 | 104.99% | Q1 2026 | May 15, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 8,637 | 3,201 | 0.11% | 0.12% | 235 | -612 | -6.62% | Q1 2026 | Apr 06, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 8,434 | 3,126 | 0.31% | 0.32% | 236 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 8,290 | 3,072 | 0.43% | 0.44% | 237 | -216 | -2.54% | Q1 2026 | Apr 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 8,103 | 3,003 | 0.18% | 0.2% | 238 | -271 | -3.24% | Q1 2026 | May 12, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 8,094 | 3,000 | 0.74% | 0.73% | 239 | +9 | 0.11% | Q1 2026 | May 15, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Reduced | 7,990 | 2,961 | 1.43% | 1.61% | 240 | -200 | -2.44% | Q1 2026 | May 15, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Added to | 7,986 | 2,960 | 1.58% | 1.61% | 241 | +20 | 0.25% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 7,935 | 2,941 | 0.04% | 0.03% | 242 | +48 | 0.61% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 7,581 | 2,932 | 0.06% | 0.06% | 243 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sigma Planning Corp | History | Added to | 7,684 | 2,848 | 0.08% | 0.06% | 244 | +2,085 | 37.24% | Q1 2026 | May 04, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 7,556 | 2,800 | 0.36% | 0.37% | 245 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 7,488 | 2,775 | 0.01% | 0.01% | 246 | +215 | 2.96% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 7,440 | 2,757 | 0.0% | 0.0% | 247 | +460 | 6.59% | Q1 2026 | May 13, 2026 |
| Meridian Financial Partners LLC | History | Added to | 7,302 | 2,742 | 1.04% | 0.96% | 248 | +1,108 | 17.89% | Q1 2026 | Apr 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 7,359 | 2,727 | 0.05% | 0.05% | 249 | +583 | 8.6% | Q1 2026 | Apr 15, 2026 |
| Renasant Bank | History | No change | 7,326 | 2,715 | 1.92% | 1.92% | 250 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 7,289 | 2,701 | 0.04% | 0.04% | 251 | -67 | -0.91% | Q1 2026 | May 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 7,269 | 2,694 | 0.02% | 0.02% | 252 | +595 | 8.92% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 7,260 | 2,691 | 0.01% | 0.01% | 253 | -206 | -2.76% | Q1 2026 | May 14, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 7,234 | 2,681 | 0.07% | 0.08% | 254 | -33 | -0.45% | Q1 2026 | May 07, 2026 |
| Wedmont Private Capital | History | Reduced | 6,829 | 2,631 | 0.08% | 0.12% | 255 | -2,026 | -22.88% | Q1 2026 | Apr 09, 2026 |
| CITY HOLDING CO | History | Reduced | 7,041 | 2,609 | 0.33% | 0.37% | 256 | -815 | -10.37% | Q1 2026 | Apr 15, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 7,034 | 2,607 | 0.11% | 0.06% | 257 | +2,486 | 54.66% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,009 | 2,598 | 0.02% | 0.05% | 258 | -11,515 | -62.16% | Q1 2026 | May 13, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 6,887 | 2,552 | 0.49% | 0.55% | 259 | -99 | -1.42% | Q1 2026 | Apr 20, 2026 |
| XY Planning Network, Inc. | History | Reduced | 6,707 | 2,503 | 0.4% | 0.47% | 260 | -283 | -4.05% | Q1 2026 | Apr 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 6,690 | 2,479 | 0.24% | 0.25% | 261 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 6,629 | 2,456 | 0.04% | 0.04% | 262 | +385 | 6.17% | Q1 2026 | May 11, 2026 |
| Avant Financial Advisors LLC | History | Added to | 6,482 | 2,402 | 1.69% | 1.62% | 263 | +644 | 11.03% | Q1 2026 | Apr 23, 2026 |
| American State Bank (Iowa) | History | No change | 6,471 | 2,398 | 1.15% | 1.2% | 264 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 6,380 | 2,364 | 1.12% | 1.25% | 265 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 6,357 | 2,356 | 0.87% | 0.96% | 266 | -367 | -5.46% | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,330 | 2,346 | 0.04% | 0.1% | 268 | -8,871 | -58.36% | Q1 2026 | Apr 22, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 6,331 | 2,346 | 0.13% | 0.13% | 267 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GeoWealth Management, LLC | History | Reduced | 6,299 | 2,334 | 0.08% | 0.09% | 269 | -1 | -0.02% | Q1 2026 | May 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 6,264 | 2,322 | 0.03% | 0.03% | 270 | +35 | 0.56% | Q1 2026 | May 06, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 6,252 | 2,317 | 0.14% | 0.06% | 271 | -63,617 | -91.05% | Q1 2026 | May 12, 2026 |
| SouthState Bank Corp | History | Reduced | 6,217 | 2,304 | 0.11% | 0.11% | 272 | -3 | -0.05% | Q1 2026 | May 05, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 6,190 | 2,294 | 0.12% | 0.22% | 273 | -7 | -0.11% | Q1 2026 | Apr 21, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 6,174 | 2,288 | 0.13% | 0.12% | 274 | +267 | 4.52% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 6,081 | 2,254 | 0.01% | 0.01% | 275 | -2,667 | -30.49% | Q1 2026 | Apr 22, 2026 |
| Portland Global Advisors LLC | History | No change | 6,067 | 2,248 | 0.24% | 0.25% | 276 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 5,978 | 2,215 | 0.0% | 0.02% | 277 | -23,723 | -79.87% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Reduced | 5,948 | 2,204 | 0.01% | 0.01% | 278 | -2,976 | -33.35% | Q1 2026 | May 12, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 5,867 | 2,174 | 0.49% | 0.54% | 279 | -4 | -0.07% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,804 | 2,151 | 0.02% | 0.02% | 280 | +85 | 1.49% | Q1 2026 | May 11, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 5,719 | 2,137 | 0.46% | 0.46% | 281 | +249 | 4.55% | Q1 2026 | Apr 08, 2026 |
| Yardley Wealth Management LLC | History | Reduced | 5,746 | 2,130 | 1.09% | 1.18% | 282 | -13 | -0.23% | Q1 2026 | Apr 21, 2026 |
| Nvest Financial, LLC | History | Added to | 5,718 | 2,119 | 0.79% | 0.92% | 283 | +12 | 0.21% | Q1 2026 | Apr 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 5,667 | 2,100 | 0.01% | 0.01% | 284 | -615 | -9.79% | Q1 2026 | May 14, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 5,664 | 2,099 | 0.12% | 0.13% | 285 | -140 | -2.41% | Q1 2026 | Apr 29, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 5,552 | 2,057 | 0.07% | 0.07% | 286 | +568 | 11.4% | Q1 2026 | May 07, 2026 |
| Verum Partners LLC | History | No change | 5,539 | 2,053 | 0.39% | 0.43% | 287 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 5,500 | 2,038 | 0.22% | 0.24% | 288 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 5,487 | 2,034 | 0.12% | 0.12% | 289 | +394 | 7.74% | Q1 2026 | May 15, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 5,483 | 2,032 | 1.34% | 1.41% | 291 | -12 | -0.22% | Q1 2026 | Apr 09, 2026 |
| CENTRAL TRUST Co | History | No change | 5,484 | 2,032 | 0.04% | 0.04% | 290 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Heritage Financial Services, LLC | History | No change | 5,232 | 2,024 | 0.17% | 0.17% | 292 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 5,457 | 2,022 | 0.04% | 0.03% | 293 | +1,231 | 29.13% | Q1 2026 | Apr 14, 2026 |
| Independence Bank of Kentucky | History | Reduced | 5,453 | 2,021 | 0.26% | 0.26% | 294 | -26 | -0.47% | Q1 2026 | Apr 30, 2026 |
| Wealth Architects, LLC | History | No change | 5,430 | 2,012 | 0.18% | 0.19% | 295 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 5,410 | 2,005 | 0.07% | 0.49% | 296 | -32,926 | -85.89% | Q1 2026 | May 07, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 5,211 | 1,931 | 0.59% | 0.69% | 297 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| High Probability Advisors, LLC | History | No change | 5,180 | 1,920 | 0.25% | 0.27% | 298 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 5,149 | 1,908 | 0.19% | 0.2% | 299 | -37 | -0.71% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 5,004 | 1,853 | 0.02% | 0.05% | 300 | -6,289 | -55.69% | Q1 2026 | May 13, 2026 |