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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | No change | 1,960,068 | 835,772 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 1,858,646 | 792,526 | 7.49% | 7.49% | 2 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| American Family Investments, Inc. | History | No change | 1,627,426 | 693,934 | 12.52% | 12.52% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,155,278 | 492,611 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 1,004,513 | 428,324 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 993,509 | 423,632 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 680,045 | 289,971 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNC Management Company, Inc. | History | No change | 529,017 | 225,573 | 10.91% | 10.91% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 503,370 | 214,638 | 23.51% | 23.51% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 479,995 | 203,119 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 465,469 | 198,475 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 440,213 | 187,707 | 0.19% | 0.19% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 405,547 | 172,964 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 348,820 | 148,736 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Evensky & Katz LLC | History | No change | 336,531 | 143,497 | 7.41% | 7.41% | 15 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bank of New York Mellon Corp | History | No change | 331,519 | 141,359 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 319,386 | 136,186 | 0.13% | 0.13% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 301,846 | 128,707 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 295,890 | 126,167 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 292,440 | 124,696 | 0.29% | 0.29% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TLWM | History | Reduced | 283,869 | 122,534 | 19.53% | 20.3% | 21 | -8,947 | -3.06% | Q3 2026 | Oct 08, 2026 |
| Lido Advisors, LLC | History | No change | 268,919 | 114,667 | 0.31% | 0.31% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 250,902 | 106,985 | 9.47% | 9.47% | 23 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 244,347 | 104,189 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 242,291 | 103,312 | 0.13% | 0.13% | 25 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Corient Private Wealth LP | History | No change | 216,236 | 92,203 | 0.13% | 0.13% | 26 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Wealthspire Advisors, LLC | History | No change | 212,799 | 90,737 | 0.5% | 0.5% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 202,285 | 86,254 | 0.13% | 0.13% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 193,707 | 82,596 | 0.22% | 0.22% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bricktown Capital, LLC | History | No change | 187,144 | 79,798 | 14.42% | 14.42% | 30 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STEPHENS INC /AR/ | History | No change | 177,801 | 75,814 | 0.85% | 0.85% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 167,834 | 71,564 | 1.46% | 1.46% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Calamos Wealth Management LLC | History | No change | 163,526 | 69,727 | 2.1% | 2.1% | 33 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 159,700 | 68,096 | 0.1% | 0.1% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAVIS R M INC | History | No change | 159,675 | 68,085 | 1.07% | 1.07% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 159,058 | 67,822 | 0.2% | 0.2% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 156,335 | 66,661 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 151,447 | 64,576 | 0.1% | 0.1% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 149,816 | 63,881 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 148,874 | 63,479 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 146,205 | 62,341 | 0.36% | 0.36% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 145,453 | 62,021 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 145,100 | 61,870 | 0.27% | 0.27% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 144,384 | 61,565 | 0.1% | 0.1% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Proficio Capital Partners LLC | History | No change | 143,298 | 61,102 | 2.19% | 2.19% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | No change | 138,773 | 59,172 | 0.72% | 0.72% | 46 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 136,855 | 58,354 | 9.14% | 9.14% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 127,832 | 54,507 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 125,851 | 53,662 | 0.25% | 0.25% | 49 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Heck Capital Advisors, LLC | History | No change | 124,292 | 52,997 | 3.17% | 3.17% | 50 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 124,004 | 52,875 | 0.19% | 0.19% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 119,191 | 50,823 | 0.97% | 0.97% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IEQ CAPITAL, LLC | History | No change | 116,454 | 49,655 | 0.23% | 0.23% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 117,905 | 49,202 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wind River Trust Co | History | No change | 113,918 | 48,574 | 16.4% | 16.4% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 109,483 | 46,683 | 14.96% | 14.96% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 109,289 | 46,601 | 0.06% | 0.06% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 108,567 | 46,293 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 103,636 | 44,190 | 0.42% | 0.42% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AlphaCore Capital LLC | History | No change | 102,427 | 43,674 | 0.8% | 0.8% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 98,874 | 42,179 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 93,596 | 39,909 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 91,682 | 39,093 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 90,538 | 38,605 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Asset Management Inc | History | No change | 87,817 | 37,445 | 0.08% | 0.08% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 85,698 | 36,541 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | No change | 80,702 | 34,411 | 0.19% | 0.19% | 67 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 78,942 | 33,661 | 0.46% | 0.46% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brooklyn FI, LLC | History | No change | 79,177 | 33,631 | 6.15% | 6.15% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Waldron Private Wealth LLC | History | No change | 78,861 | 33,626 | 1.16% | 1.16% | 70 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 78,528 | 33,484 | 3.19% | 3.19% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BRIGHTON JONES LLC | History | No change | 76,042 | 32,424 | 0.6% | 0.6% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EPIQ PARTNERS, LLC | History | Added to | 74,545 | 32,178 | 13.86% | 12.98% | 73 | +2,790 | 3.89% | Q3 2026 | Oct 07, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 74,519 | 31,775 | 2.7% | 2.7% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 74,325 | 31,692 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 74,224 | 31,649 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Great Diamond Partners, LLC | History | No change | 72,221 | 30,795 | 5.29% | 5.29% | 77 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Finley Financial, LLC | History | No change | 69,374 | 29,580 | 11.91% | 11.91% | 78 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 68,656 | 29,275 | 1.4% | 1.4% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 66,920 | 28,534 | 0.55% | 0.55% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 63,550 | 27,097 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 60,355 | 25,735 | 0.09% | 0.09% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trajan Wealth LLC | History | No change | 59,839 | 25,515 | 0.96% | 0.96% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 58,190 | 24,812 | 0.18% | 0.18% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Truepoint, Inc. | History | No change | 57,571 | 24,548 | 0.51% | 0.51% | 85 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stairway Partners, LLC | History | Reduced | 55,804 | 24,088 | 1.14% | 1.14% | 86 | -730 | -1.29% | Q3 2026 | Oct 01, 2026 |
| Diversified Portfolios, Inc. | History | No change | 56,280 | 23,997 | 1.74% | 1.74% | 87 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 54,790 | 23,362 | 0.28% | 0.28% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Greenspring Advisors, LLC | History | No change | 53,486 | 22,806 | 1.26% | 1.26% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 53,370 | 22,757 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Equity Management | History | No change | 53,092 | 22,638 | 7.6% | 7.6% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 52,594 | 22,426 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 52,369 | 22,330 | 0.37% | 0.37% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | No change | 52,068 | 22,201 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Compass Financial Group, Inc. | History | No change | 48,145 | 20,529 | 8.67% | 8.67% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quantinno Capital Management LP | History | No change | 47,784 | 20,375 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KDK Private Wealth Management, LLC | History | No change | 46,734 | 19,927 | 16.53% | 16.53% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEPC LLC | History | No change | 46,031 | 19,627 | 0.37% | 0.37% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 44,680 | 19,051 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Balentine LLC | History | No change | 43,941 | 18,736 | 0.67% | 0.67% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO | History | No change | 42,663 | 18,278 | 0.18% | 0.18% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fund Evaluation Group, LLC | History | No change | 42,134 | 17,965 | 0.49% | 0.49% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 41,783 | 17,816 | 1.11% | 1.11% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Embree Financial Group | History | No change | 41,512 | 17,700 | 1.77% | 1.77% | 104 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 41,483 | 17,695 | 0.1% | 0.1% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | No change | 41,391 | 17,649 | 6.07% | 6.07% | 106 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 41,335 | 17,625 | 0.26% | 0.26% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST HORIZON CORP | History | No change | 41,229 | 17,580 | 0.68% | 0.68% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | No change | 40,750 | 17,375 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AlTi Global, Inc. | History | No change | 40,240 | 17,158 | 0.35% | 0.35% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MONEYWISE, INC. | History | No change | 39,011 | 16,634 | 6.21% | 6.21% | 111 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HANOVER ADVISORS INC | History | No change | 37,867 | 16,146 | 5.82% | 5.82% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ipswich Investment Management Co., Inc. | History | No change | 36,947 | 15,754 | 3.33% | 3.33% | 113 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 36,574 | 15,711 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Roble, Belko & Company, Inc | History | No change | 36,119 | 15,401 | 1.66% | 1.66% | 115 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tanager Wealth Management LLP | History | No change | 35,804 | 15,266 | 1.33% | 1.33% | 116 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allen Investment Management, LLC | History | No change | 35,363 | 15,078 | 0.18% | 0.18% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 35,323 | 15,061 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 34,374 | 14,657 | 0.1% | 0.1% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 33,691 | 14,366 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 31,561 | 13,457 | 0.67% | 0.67% | 121 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 31,236 | 13,318 | 1.06% | 1.06% | 122 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 30,025 | 12,803 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 29,975 | 12,781 | 0.45% | 0.45% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 29,521 | 12,587 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| jvl associates llc | History | No change | 29,127 | 12,572 | 3.62% | 3.52% | 126 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 28,344 | 12,235 | 8.4% | 8.19% | 127 | +587 | 2.11% | Q3 2026 | Oct 08, 2026 |
| UMB Bank, n.a. | History | No change | 28,354 | 12,090 | 0.15% | 0.15% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 27,962 | 11,921 | 0.22% | 0.22% | 129 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| One Day In July LLC | History | No change | 27,411 | 11,688 | 0.81% | 0.81% | 130 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 26,127 | 11,140 | 0.69% | 0.69% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 26,000 | 11,086 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BigSur Wealth Management LLC | History | No change | 25,200 | 10,745 | 2.59% | 2.59% | 133 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 24,275 | 10,350 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REBALANCE, LLC | History | No change | 24,185 | 10,312 | 0.54% | 0.54% | 135 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LCNB CORP | History | No change | 23,748 | 10,126 | 3.11% | 3.11% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 23,484 | 10,013 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arcus Capital Partners, LLC | History | No change | 23,199 | 9,892 | 4.09% | 4.09% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 22,970 | 9,794 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 22,665 | 9,664 | 0.1% | 0.1% | 140 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | No change | 22,630 | 9,649 | 0.11% | 0.11% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | No change | 22,541 | 9,611 | 0.56% | 0.56% | 142 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Circle Wealth Management, LLC | History | No change | 22,161 | 9,449 | 0.12% | 0.12% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| New Republic Capital, LLC | History | No change | 22,118 | 9,431 | 2.17% | 2.17% | 144 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 25,431 | 9,426 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard National Trust Co | History | No change | 22,103 | 9,424 | 0.51% | 0.51% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Wealth Management, LLC | History | No change | 21,419 | 9,133 | 2.35% | 2.35% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 21,412 | 9,130 | 0.2% | 0.2% | 148 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mueller Wealth, LLC | History | No change | 21,245 | 9,059 | 6.17% | 6.17% | 149 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | No change | 21,108 | 9,000 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Baird Financial Group, Inc. | History | No change | 21,109 | 9,000 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apella Capital, LLC | History | Added to | 20,472 | 8,996 | 0.11% | 0.12% | 152 | +26 | 0.13% | Q3 2026 | Oct 08, 2026 |
| FIDUCIARY TRUST CO | History | No change | 20,818 | 8,876 | 0.1% | 0.1% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sheridan Capital Management, LLC | History | No change | 20,455 | 8,722 | 4.2% | 4.2% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ANCHYRA PARTNERS LLC | History | No change | 19,989 | 8,523 | 2.05% | 2.05% | 155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASPIRIANT, LLC | History | No change | 19,662 | 8,384 | 0.21% | 0.21% | 156 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LM Advisors LLC | History | No change | 19,334 | 8,244 | 0.95% | 0.95% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 18,837 | 8,032 | 0.16% | 0.16% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 18,733 | 7,987 | 3.26% | 3.26% | 159 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| XPONANCE LLC | History | No change | 18,575 | 7,920 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jordan Park Group LLC | History | No change | 18,515 | 7,894 | 0.4% | 0.4% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 18,574 | 7,884 | 0.22% | 0.22% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 18,378 | 7,836 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legacy Trust | History | No change | 18,331 | 7,816 | 1.38% | 1.38% | 164 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 17,766 | 7,575 | 1.27% | 1.27% | 165 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Elyxium Wealth, LLC | History | No change | 17,730 | 7,560 | 0.79% | 0.79% | 166 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EP Wealth Advisors, LLC | History | No change | 17,713 | 7,552 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WHI TRUST Co LLC | History | No change | 17,421 | 7,428 | 4.8% | 4.8% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triune Financial Partners, LLC | History | No change | 17,410 | 7,423 | 1.55% | 1.55% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Winthrop Advisory Group LLC | History | No change | 16,711 | 7,125 | 0.48% | 0.48% | 170 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BTC Capital Management, Inc. | History | No change | 16,691 | 7,117 | 0.43% | 0.43% | 171 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Gilbert & Cook, Inc. | History | No change | 16,481 | 7,027 | 0.81% | 0.81% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 16,130 | 6,877 | 0.17% | 0.17% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 15,860 | 6,762 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 15,777 | 6,727 | 0.08% | 0.08% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bleakley Financial Group, LLC | History | No change | 15,643 | 6,670 | 0.08% | 0.08% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 15,344 | 6,542 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aries Wealth Management | History | No change | 15,294 | 6,521 | 1.28% | 1.28% | 178 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Midwest Professional Planners, LTD. | History | No change | 15,165 | 6,466 | 1.27% | 1.27% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 14,928 | 6,365 | 0.22% | 0.22% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Trail Advisors, LLC | History | No change | 14,796 | 6,309 | 0.08% | 0.08% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Council, LLC | History | No change | 14,651 | 6,247 | 2.03% | 2.03% | 182 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 14,599 | 6,225 | 0.62% | 0.62% | 183 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 14,597 | 6,224 | 0.09% | 0.09% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 14,588 | 6,220 | 0.4% | 0.4% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 14,354 | 6,120 | 0.26% | 0.26% | 186 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | No change | 14,352 | 6,119 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 13,962 | 5,953 | 0.09% | 0.09% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | No change | 13,867 | 5,912 | 0.19% | 0.19% | 189 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 13,806 | 5,886 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 13,778 | 5,874 | 4.57% | 4.57% | 191 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Vise Technologies, Inc. | History | No change | 13,545 | 5,775 | 0.07% | 0.07% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 13,520 | 5,764 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Greenline Partners, LLC | History | No change | 13,244 | 5,647 | 0.57% | 0.57% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MPS Loria Financial Planners, LLC | History | No change | 13,100 | 5,585 | 1.28% | 1.28% | 195 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 12,875 | 5,489 | 1.02% | 1.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 12,834 | 5,472 | 1.25% | 1.25% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 12,814 | 5,463 | 0.24% | 0.24% | 198 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| St. Louis Trust Co | History | No change | 21,772 | 5,269 | 0.6% | 0.6% | 199 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 12,344 | 5,263 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 12,154 | 5,182 | 1.79% | 1.79% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 12,133 | 5,173 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 12,000 | 5,116 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Fin Capital, Inc. | History | No change | 11,859 | 5,056 | 0.73% | 0.73% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lutz Financial Services LLC | History | No change | 11,854 | 5,054 | 0.31% | 0.31% | 205 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 13,630 | 5,052 | 0.21% | 0.21% | 206 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 11,845 | 5,050 | 0.2% | 0.2% | 207 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 11,437 | 4,877 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 11,267 | 4,804 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 11,226 | 4,786 | 0.49% | 0.49% | 210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savvy Advisors, Inc. | History | No change | 11,134 | 4,747 | 0.1% | 0.1% | 211 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 10,880 | 4,639 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 10,709 | 4,566 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Single Point Partners, LLC | History | No change | 10,695 | 4,560 | 0.8% | 0.8% | 214 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 10,346 | 4,465 | 0.77% | 0.74% | 215 | -345 | -3.23% | Q3 2026 | Oct 09, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 10,402 | 4,372 | 0.09% | 0.09% | 216 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 10,097 | 4,358 | 0.29% | 0.3% | 217 | -627 | -5.85% | Q3 2026 | Oct 08, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 10,165 | 4,334 | 2.24% | 2.24% | 218 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 9,780 | 4,170 | 0.04% | 0.04% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CERTUITY, LLC | History | No change | 9,720 | 4,144 | 0.2% | 0.2% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Chesapeake Wealth Management | History | No change | 9,714 | 4,142 | 1.16% | 1.16% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORDEN GROUP LLC | History | No change | 9,711 | 4,140 | 0.34% | 0.34% | 222 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 9,608 | 4,096 | 0.09% | 0.09% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Zhang Financial LLC | History | No change | 9,511 | 4,055 | 0.12% | 0.12% | 224 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 9,421 | 4,017 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 9,385 | 4,001 | 0.12% | 0.12% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 9,379 | 3,999 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 9,363 | 3,992 | 0.35% | 0.35% | 228 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mosaic Advisors LLC | History | No change | 9,249 | 3,943 | 5.29% | 5.29% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 9,090 | 3,875 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 9,066 | 3,865 | 0.52% | 0.52% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 9,031 | 3,850 | 0.37% | 0.37% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Simmons Bank | History | No change | 8,955 | 3,817 | 0.22% | 0.22% | 233 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lakeshore Financial Planning, Inc. | History | No change | 8,897 | 3,793 | 1.22% | 1.22% | 234 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Family Office Research LLC | History | No change | 8,872 | 3,783 | 1.42% | 1.42% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Wealth, LLC | History | No change | 8,789 | 3,747 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,662 | 3,693 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| WASHINGTON TRUST Co | History | No change | 8,562 | 3,650 | 0.11% | 0.11% | 238 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 8,541 | 3,641 | 1.1% | 1.1% | 239 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 8,107 | 3,456 | 0.44% | 0.44% | 240 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 8,103 | 3,455 | 0.18% | 0.18% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | No change | 7,967 | 3,397 | 1.57% | 1.57% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 7,948 | 3,389 | 1.47% | 1.47% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 7,818 | 3,333 | 0.08% | 0.08% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Modern Wealth Management, LLC | History | No change | 7,680 | 3,274 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 7,653 | 3,263 | 0.31% | 0.31% | 246 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WESBANCO BANK INC | History | No change | 7,644 | 3,259 | 0.08% | 0.08% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 7,516 | 3,204 | 0.34% | 0.34% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 7,440 | 3,172 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 7,334 | 3,127 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Renasant Bank | History | No change | 7,326 | 3,123 | 2.01% | 2.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meridian Financial Partners LLC | History | No change | 7,209 | 3,096 | 1.06% | 1.06% | 252 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 7,167 | 3,056 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 7,088 | 3,022 | 0.05% | 0.05% | 254 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wedmont Private Capital | History | Added to | 6,858 | 3,005 | 0.07% | 0.08% | 255 | +15 | 0.22% | Q3 2026 | Oct 09, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 7,027 | 2,996 | 0.17% | 0.17% | 256 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 7,011 | 2,989 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fonville Wealth Management LLC | History | No change | 6,887 | 2,936 | 0.48% | 0.48% | 258 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sterling Capital Management LLC | History | No change | 6,833 | 2,913 | 0.05% | 0.05% | 259 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avant Financial Advisors LLC | History | No change | 6,764 | 2,884 | 1.8% | 1.8% | 260 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 6,945 | 2,880 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JMG Financial Group, Ltd. | History | No change | 6,702 | 2,857 | 0.07% | 0.07% | 262 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IMA Advisory Services, Inc. | History | No change | 6,690 | 2,852 | 0.18% | 0.18% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 6,572 | 2,802 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XY Planning Network, Inc. | History | No change | 6,565 | 2,799 | 0.35% | 0.35% | 265 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Private Advisor Group, LLC | History | No change | 6,489 | 2,766 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITY HOLDING CO | History | No change | 6,434 | 2,743 | 0.31% | 0.31% | 267 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 6,380 | 2,720 | 1.07% | 1.07% | 268 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 6,331 | 2,699 | 0.14% | 0.14% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GeoWealth Management, LLC | History | No change | 6,271 | 2,673 | 0.08% | 0.08% | 270 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 6,208 | 2,647 | 0.16% | 0.16% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneAscent Financial Services LLC | History | No change | 6,190 | 2,639 | 0.13% | 0.13% | 272 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Modera Wealth Management, LLC | History | No change | 6,164 | 2,628 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Janney Montgomery Scott LLC | History | No change | 6,082 | 2,594 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Portland Global Advisors LLC | History | No change | 6,067 | 2,586 | 0.25% | 0.25% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 5,997 | 2,557 | 0.12% | 0.12% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,812 | 2,478 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,772 | 2,461 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | No change | 5,763 | 2,457 | 0.84% | 0.84% | 279 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Yardley Wealth Management LLC | History | No change | 5,741 | 2,448 | 1.11% | 1.11% | 280 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rialto Wealth Management, LLC | History | No change | 5,729 | 2,442 | 0.48% | 0.48% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 5,675 | 2,419 | 0.08% | 0.08% | 282 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SouthState Bank Corp | History | No change | 5,629 | 2,400 | 0.1% | 0.1% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| National Philanthropic Trust | History | No change | 5,622 | 2,397 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | No change | 5,590 | 2,383 | 0.12% | 0.12% | 285 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| M&T BANK CORP | History | No change | 5,588 | 2,382 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nvest Financial, LLC | History | No change | 5,582 | 2,380 | 0.75% | 0.75% | 287 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 5,566 | 2,373 | 0.12% | 0.12% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verum Partners LLC | History | No change | 5,539 | 2,361 | 0.35% | 0.35% | 289 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 5,448 | 2,351 | 1.41% | 1.4% | 290 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 5,500 | 2,345 | 0.23% | 0.23% | 291 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 5,497 | 2,344 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 5,484 | 2,338 | 0.04% | 0.04% | 293 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealth Architects, LLC | History | No change | 5,430 | 2,315 | 0.18% | 0.18% | 294 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 5,311 | 2,292 | 0.06% | 0.06% | 295 | +31 | 0.59% | Q3 2026 | Oct 08, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 5,211 | 2,221 | 0.67% | 0.67% | 296 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| High Probability Advisors, LLC | History | No change | 5,180 | 2,208 | 0.24% | 0.24% | 297 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 5,105 | 2,176 | 0.2% | 0.2% | 298 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Independence Bank of Kentucky | History | No change | 5,094 | 2,172 | 0.24% | 0.24% | 299 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 4,892 | 2,159 | 0.41% | 0.52% | 300 | -1,292 | -20.89% | Q3 2026 | Oct 09, 2026 |