VANGUARD BOND INDEX FUNDS - BIV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 27,764,129 | 2,142,835 | 0.4% | 0.36% | 1 | +2,237,409 | 8.76% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 23,554,417 | 1,817,929 | 0.49% | 0.39% | 2 | +6,716,649 | 39.89% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 12,069,986 | 931,561 | 0.57% | 0.55% | 3 | +842,348 | 7.5% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 10,357,175 | 799,366 | 0.09% | 0.09% | 4 | +643,294 | 6.62% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 10,240,765 | 790,382 | 3.89% | 3.49% | 5 | +1,604,973 | 18.59% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 8,326,313 | 642,624 | 0.04% | 0.03% | 6 | +854,721 | 11.44% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,183,505 | 554,422 | 0.04% | 0.04% | 7 | +541,131 | 8.15% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 5,596,477 | 431,936 | 0.67% | 0.58% | 8 | +821,713 | 17.21% | Q1 2026 | May 14, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 5,357,768 | 413,512 | 25.54% | 24.72% | 9 | +132,227 | 2.53% | Q1 2026 | Apr 29, 2026 |
| LPL Financial LLC | History | Added to | 5,283,152 | 407,753 | 0.11% | 0.11% | 10 | +127,653 | 2.48% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 4,201,316 | 324,333 | 0.08% | 0.07% | 11 | -10,767 | -0.26% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 3,700,472 | 285,602 | 2.85% | 2.83% | 12 | +175,387 | 4.98% | Q1 2026 | Apr 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 3,697,194 | 285,127 | 1.75% | 1.66% | 13 | +159,004 | 4.49% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,109,181 | 238,003 | 0.11% | 0.12% | 14 | +648,675 | 26.36% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,523,280 | 194,746 | 0.06% | 0.05% | 15 | +279,712 | 12.47% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,304,912 | 177,893 | 0.68% | — | 16 | +2,304,912 | New | Q1 2026 | May 12, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 2,185,893 | 168,707 | 4.88% | 4.9% | 17 | +33,908 | 1.58% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,086,383 | 161,027 | 0.03% | 0.02% | 18 | +156,231 | 8.09% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,065,521 | 159,305 | 0.23% | 0.25% | 19 | -98,677 | -4.56% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 2,000,360 | 154,387 | 0.18% | 0.17% | 20 | +121,642 | 6.47% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | Added to | 1,890,146 | 145,881 | 5.04% | 4.41% | 21 | +369,993 | 24.34% | Q1 2026 | May 06, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 1,716,738 | 133,699 | 10.76% | 10.77% | 22 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,704,946 | 131,587 | 0.14% | 0.13% | 23 | +136,539 | 8.71% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 1,701,195 | 131,298 | 0.02% | 0.02% | 24 | -155,546 | -8.38% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,500,572 | 115,814 | 0.02% | 0.02% | 25 | +102,235 | 7.31% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,496,862 | 115,527 | 0.21% | 0.03% | 26 | +1,369,725 | 1077.36% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Added to | 1,434,660 | 110,727 | 0.01% | 0.01% | 27 | +39,416 | 2.83% | Q1 2026 | May 15, 2026 |
| Efficient Advisors, LLC | History | Added to | 1,414,410 | 109,164 | 7.75% | 6.24% | 28 | +42,419 | 3.09% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 1,364,610 | 106,275 | 0.42% | 0.42% | 29 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BCM ADVISORS, LLC | History | Reduced | 1,264,392 | 96,839 | 19.1% | 19.65% | 30 | -53,406 | -4.05% | Q1 2026 | May 05, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 1,253,183 | 96,721 | 1.24% | 1.2% | 31 | +28,687 | 2.34% | Q1 2026 | May 15, 2026 |
| American Trust | History | Added to | 1,240,393 | 95,733 | 8.46% | 7.53% | 32 | +92,702 | 8.08% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,232,952 | 95,159 | 0.13% | 0.12% | 33 | +45,872 | 3.86% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Added to | 1,208,682 | 93,285 | 0.13% | 0.13% | 34 | +95,831 | 8.61% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,208,391 | 93,263 | 0.13% | 0.13% | 35 | -15,739 | -1.29% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 1,128,425 | 87,091 | 0.06% | 0.06% | 36 | +76,991 | 7.32% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,087,410 | 83,926 | 0.15% | 0.04% | 37 | +808,747 | 290.22% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,050,401 | 81,070 | 0.21% | 0.19% | 38 | +115,682 | 12.38% | Q1 2026 | Apr 30, 2026 |
| Family Investment Center, Inc. | History | Added to | 966,958 | 74,629 | 14.36% | 14.87% | 39 | +21,185 | 2.24% | Q1 2026 | Apr 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 952,304 | 73,260 | 0.0% | 0.0% | 40 | +377,646 | 65.72% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 939,709 | 72,432 | 0.15% | 0.16% | 41 | -557,301 | -37.23% | Q1 2026 | Apr 08, 2026 |
| VANGUARD GROUP INC | History | No change | 882,475 | 68,726 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 883,809 | 68,212 | 0.03% | 0.02% | 43 | -18,001 | -2.0% | Q1 2026 | May 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 880,949 | 67,991 | 0.27% | — | 44 | +880,949 | New | Q1 2026 | May 08, 2026 |
| WIT, LLC | History | Added to | 861,173 | 66,465 | 1.25% | 1.22% | 45 | +77,294 | 9.86% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 789,396 | 60,925 | 0.98% | 0.81% | 46 | +147,334 | 22.95% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 770,358 | 59,456 | 0.28% | 0.24% | 47 | +128,832 | 20.08% | Q1 2026 | Apr 24, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 728,902 | 56,256 | 5.92% | 9.1% | 48 | +98,573 | 15.64% | Q1 2026 | Apr 17, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 718,274 | 55,436 | 11.28% | 10.99% | 49 | +2,292 | 0.32% | Q1 2026 | Apr 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 704,047 | 54,338 | 0.07% | 0.08% | 50 | -209,306 | -22.92% | Q1 2026 | May 14, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 688,532 | 53,140 | 3.98% | 2.04% | 51 | +366,967 | 114.12% | Q1 2026 | May 13, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 671,968 | 51,956 | 4.66% | 4.3% | 52 | +72,355 | 12.07% | Q1 2026 | Apr 20, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 670,494 | 51,748 | 15.9% | 15.29% | 53 | +27,841 | 4.33% | Q1 2026 | Apr 21, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 657,468 | 50,743 | 6.67% | 6.47% | 54 | +60,250 | 10.09% | Q1 2026 | May 12, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 640,986 | 49,458 | 10.03% | 9.57% | 55 | +86,224 | 15.54% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 627,777 | 48,452 | 0.12% | 0.1% | 56 | +47,597 | 8.2% | Q1 2026 | Apr 22, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 621,147 | 47,940 | 2.7% | 3.38% | 57 | -190,162 | -23.44% | Q1 2026 | May 08, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 614,849 | 47,454 | 9.34% | 9.43% | 58 | +42,109 | 7.35% | Q1 2026 | Apr 20, 2026 |
| Reliant Wealth Planning | History | Added to | 611,089 | 47,163 | 14.26% | 14.42% | 59 | +18,429 | 3.11% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 609,591 | 47,048 | 0.59% | 0.53% | 60 | +60,858 | 11.09% | Q1 2026 | Apr 28, 2026 |
| Francis Financial, Inc. | History | Added to | 606,080 | 46,777 | 8.67% | 9.06% | 61 | +10,166 | 1.71% | Q1 2026 | May 07, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 585,094 | 44,870 | 5.99% | 6.44% | 62 | +54,153 | 10.2% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 570,080 | 43,998 | 0.12% | 0.12% | 63 | -40,498 | -6.63% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 541,004 | 41,754 | 0.04% | 0.04% | 64 | -93,418 | -14.72% | Q1 2026 | May 12, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 514,947 | 39,743 | 0.79% | 0.73% | 65 | +1,434 | 0.28% | Q1 2026 | Apr 15, 2026 |
| BANK HAPOALIM BM | History | New | 514,490 | 39,564 | 6.07% | — | 66 | +514,490 | New | Q1 2026 | May 04, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 509,371 | 39,313 | 3.02% | 2.35% | 67 | +66,436 | 15.0% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 501,073 | 38,672 | 0.02% | 0.02% | 68 | +31,049 | 6.61% | Q1 2026 | May 08, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | Added to | 492,744 | 38,089 | 9.08% | 9.35% | 69 | +8,728 | 1.8% | Q1 2026 | Apr 24, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 488,685 | 38,058 | 3.46% | 4.03% | 70 | -15,812 | -3.13% | Q1 2026 | Apr 09, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 492,315 | 37,997 | 10.34% | 9.95% | 71 | +35,975 | 7.88% | Q1 2026 | Apr 29, 2026 |
| BetterWealth, LLC | History | Added to | 481,986 | 37,199 | 7.3% | 8.26% | 72 | +17,067 | 3.67% | Q1 2026 | Apr 24, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 481,189 | 37,138 | 0.52% | 0.02% | 73 | +462,848 | 2523.57% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 478,577 | 36,802 | 0.35% | 0.42% | 74 | -20,619 | -4.13% | Q1 2026 | Apr 07, 2026 |
| HighTower Advisors, LLC | History | Reduced | 470,504 | 36,313 | 0.04% | 0.04% | 75 | -20,872 | -4.25% | Q1 2026 | May 05, 2026 |
| LVW Advisors, LLC | History | Added to | 465,127 | 35,898 | 3.42% | 3.55% | 76 | +15,956 | 3.55% | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Added to | 457,524 | 35,393 | 0.17% | 0.17% | 77 | +43,729 | 10.57% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 450,631 | 34,779 | 0.19% | 0.61% | 78 | -1,796,360 | -79.95% | Q1 2026 | Apr 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 486,860 | 34,548 | 0.86% | 0.85% | 79 | +4,531 | 0.94% | Q1 2026 | Apr 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 435,277 | 33,594 | 0.78% | 0.74% | 80 | +46,438 | 11.94% | Q1 2026 | May 04, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 434,815 | 33,559 | 16.17% | 14.82% | 81 | +49,146 | 12.74% | Q1 2026 | Apr 29, 2026 |
| Avior Wealth Management, LLC | History | Added to | 434,553 | 33,538 | 0.95% | 1.02% | 82 | +12,998 | 3.08% | Q1 2026 | Apr 09, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 433,773 | 33,478 | 12.85% | — | 83 | +433,773 | New | Q1 2026 | Apr 28, 2026 |
| Gordian Advisors LLC | History | Added to | 427,134 | 32,966 | 21.96% | 21.37% | 84 | +12,954 | 3.13% | Q1 2026 | Apr 27, 2026 |
| Midwest Trust Co | History | Reduced | 424,297 | 32,747 | 0.41% | 0.45% | 85 | -37,164 | -8.05% | Q1 2026 | May 01, 2026 |
| Wealthfront Advisers LLC | History | Added to | 422,176 | 32,583 | 0.07% | 0.07% | 86 | +28,992 | 7.37% | Q1 2026 | May 05, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 418,748 | 32,318 | 0.39% | 0.41% | 87 | -33,105 | -7.33% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 400,062 | 30,873 | 0.06% | 0.05% | 88 | +17,684 | 4.62% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 399,186 | 30,809 | 0.05% | 0.06% | 89 | +1,113 | 0.28% | Q1 2026 | May 14, 2026 |
| Seneschal Advisors, LLC | History | Added to | 396,820 | 30,626 | 22.74% | 22.28% | 90 | +8,373 | 2.16% | Q1 2026 | May 08, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 390,234 | 30,118 | 2.64% | 2.36% | 91 | +42,712 | 12.29% | Q1 2026 | May 12, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Added to | 388,406 | 30,070 | 14.99% | 15.02% | 92 | +36,477 | 10.36% | Q1 2026 | May 01, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 389,586 | 30,068 | 5.8% | 4.51% | 93 | +106,754 | 37.74% | Q1 2026 | Apr 21, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 375,206 | 28,958 | 10.34% | 10.04% | 94 | +16,679 | 4.65% | Q1 2026 | May 12, 2026 |
| Roundview Capital LLC | History | Added to | 373,251 | 28,807 | 1.79% | 1.71% | 95 | +16,755 | 4.7% | Q1 2026 | May 08, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 370,556 | 28,599 | 5.86% | 6.01% | 96 | -1,811 | -0.49% | Q1 2026 | Apr 06, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 368,287 | 28,424 | 2.42% | 2.75% | 97 | -13,356 | -3.5% | Q1 2026 | Apr 09, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 364,956 | 28,167 | 11.66% | 11.58% | 98 | +11,858 | 3.36% | Q1 2026 | Apr 17, 2026 |
| Compass Planning Associates Inc | History | Added to | 361,597 | 27,908 | 17.85% | 18.47% | 99 | +19,142 | 5.59% | Q1 2026 | Apr 21, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 359,497 | 27,745 | 2.74% | 2.6% | 100 | +26,287 | 7.89% | Q1 2026 | Apr 27, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 356,107 | 27,484 | 14.71% | 11.97% | 101 | +70,839 | 24.83% | Q1 2026 | Apr 20, 2026 |
| Schiavi & Co LLC | History | Added to | 347,734 | 26,838 | 7.97% | 7.55% | 102 | +45,919 | 15.21% | Q1 2026 | May 11, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 346,701 | 26,758 | 6.87% | 6.07% | 103 | +50,440 | 17.03% | Q1 2026 | Apr 09, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Added to | 331,770 | 25,606 | 11.43% | 9.01% | 104 | +87,764 | 35.97% | Q1 2026 | Apr 27, 2026 |
| Windward Private Wealth Management Inc. | History | Added to | 327,417 | 25,270 | 8.74% | 8.48% | 105 | +12,953 | 4.12% | Q1 2026 | May 06, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 315,313 | 24,335 | 6.9% | 6.43% | 106 | +28,113 | 9.79% | Q1 2026 | May 12, 2026 |
| Kropog Financial Group, LLC | History | Reduced | 313,741 | 24,214 | 19.67% | 20.21% | 107 | -21,258 | -6.35% | Q1 2026 | Apr 24, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 310,158 | 23,937 | 3.37% | 3.39% | 108 | +8,907 | 2.96% | Q1 2026 | Apr 20, 2026 |
| Betterment LLC | History | Added to | 309,950 | 23,922 | 0.05% | 0.05% | 109 | +5,758 | 1.89% | Q1 2026 | May 14, 2026 |
| CHRISTINE MESSMER PC | History | Added to | 307,817 | 23,757 | 15.19% | 11.87% | 110 | +74,127 | 31.72% | Q1 2026 | Apr 21, 2026 |
| Austin Asset Management Co Inc | History | Added to | 306,559 | 23,660 | 3.89% | 2.36% | 111 | +122,034 | 66.13% | Q1 2026 | Apr 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 305,945 | 23,613 | 0.03% | 0.03% | 112 | +36,467 | 13.53% | Q1 2026 | May 13, 2026 |
| Tandem Financial, LLC | History | New | 304,306 | 23,486 | 7.47% | — | 113 | +304,306 | New | Q1 2026 | May 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 301,429 | 23,264 | 0.05% | 0.04% | 114 | +276 | 0.09% | Q1 2026 | May 14, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 300,213 | 23,170 | 0.88% | 0.85% | 115 | +6,490 | 2.21% | Q1 2026 | Apr 16, 2026 |
| Retirement Management Systems Inc. | History | Added to | 299,193 | 23,091 | 5.57% | 5.5% | 116 | +23,192 | 8.4% | Q1 2026 | Apr 14, 2026 |
| MAI Capital Management | History | Added to | 298,271 | 23,020 | 0.13% | 0.13% | 117 | +13,393 | 4.7% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 293,019 | 22,615 | 0.01% | 0.01% | 118 | +129 | 0.04% | Q1 2026 | May 04, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 292,049 | 22,540 | 4.86% | 4.69% | 119 | -36,179 | -11.02% | Q1 2026 | Apr 30, 2026 |
| Brewster Financial Planning LLC | History | Added to | 288,668 | 22,279 | 13.48% | 13.45% | 120 | +7,582 | 2.7% | Q1 2026 | May 04, 2026 |
| American Money Management, LLC | History | Added to | 280,512 | 21,649 | 3.43% | 3.36% | 121 | +5,743 | 2.09% | Q1 2026 | May 11, 2026 |
| Certified Advisory Corp | History | Added to | 276,995 | 21,378 | 1.92% | 1.77% | 122 | +27,505 | 11.02% | Q1 2026 | Apr 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 273,821 | 21,133 | 0.5% | 0.4% | 123 | +61,607 | 29.03% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 269,867 | 20,828 | 0.23% | 0.15% | 124 | +129,552 | 92.33% | Q1 2026 | May 15, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 269,320 | 20,786 | 1.34% | 1.26% | 125 | +12,717 | 4.96% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 266,017 | 20,531 | 0.96% | 0.77% | 126 | +69,134 | 35.11% | Q1 2026 | Apr 06, 2026 |
| Clark Asset Management, LLC | History | Added to | 255,556 | 19,723 | 1.85% | 1.89% | 127 | +22,359 | 9.59% | Q1 2026 | Apr 16, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 255,252 | 19,700 | 7.45% | 7.02% | 128 | +12,184 | 5.01% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 254,554 | 19,646 | 1.51% | 1.42% | 129 | +11,316 | 4.65% | Q1 2026 | May 13, 2026 |
| Fonville Wealth Management LLC | History | Added to | 254,146 | 19,614 | 3.73% | 2.82% | 130 | +77,138 | 43.58% | Q1 2026 | Apr 20, 2026 |
| Human Investing LLC | History | Reduced | 253,413 | 19,558 | 2.85% | 2.88% | 131 | -8,714 | -3.32% | Q1 2026 | May 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 245,466 | 18,800 | 0.24% | 0.17% | 132 | +75,498 | 44.42% | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | Added to | 243,199 | 18,770 | 0.06% | 0.05% | 133 | +34,167 | 16.35% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 242,494 | 18,715 | 0.38% | 0.37% | 134 | +11,297 | 4.89% | Q1 2026 | May 14, 2026 |
| Darrow Company, Inc. | History | Added to | 242,401 | 18,707 | 8.42% | 8.2% | 135 | +8,258 | 3.53% | Q1 2026 | Apr 20, 2026 |
| Silver Coast Investments LLC | History | Added to | 241,929 | 18,672 | 5.96% | 6.22% | 136 | +10,272 | 4.43% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 240,557 | 18,566 | 0.16% | 0.14% | 137 | +2,639 | 1.11% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 239,367 | 18,474 | 0.43% | 0.44% | 138 | +8,115 | 3.51% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Added to | 233,685 | 18,035 | 0.06% | 0.05% | 139 | +41,628 | 21.67% | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 233,220 | 17,999 | 0.21% | 0.23% | 140 | -4,352 | -1.83% | Q1 2026 | May 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 231,754 | 17,886 | 0.33% | 0.34% | 141 | +5,939 | 2.63% | Q1 2026 | May 11, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 228,154 | 17,608 | 4.98% | 4.61% | 142 | -150,867 | -39.8% | Q1 2026 | Apr 24, 2026 |
| Smithfield Trust Co | History | Reduced | 224,670 | 17,340 | 0.76% | 0.78% | 143 | -2,613 | -1.15% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 222,339 | 17,160 | 0.52% | 0.34% | 144 | +103,982 | 87.85% | Q1 2026 | May 15, 2026 |
| MBA Advisors LLC | History | Added to | 219,502 | 16,941 | 6.51% | 6.35% | 145 | +17,177 | 8.49% | Q1 2026 | Apr 20, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 219,460 | 16,937 | 7.3% | 7.48% | 146 | +5,553 | 2.6% | Q1 2026 | Apr 29, 2026 |
| Gemmer Asset Management LLC | History | Added to | 218,665 | 16,876 | 1.33% | 0.86% | 147 | +74,684 | 51.87% | Q1 2026 | Apr 22, 2026 |
| Neumann Capital Management, LLC | History | Added to | 217,876 | 16,815 | 4.95% | 4.17% | 148 | +32,637 | 17.62% | Q1 2026 | Apr 13, 2026 |
| Tumwater Wealth Management, LLC | History | Added to | 208,651 | 16,103 | 6.48% | 6.22% | 149 | +12,780 | 6.52% | Q1 2026 | Apr 20, 2026 |
| BOKF, NA | History | Added to | 208,230 | 16,071 | 0.25% | 0.22% | 150 | +24,535 | 13.36% | Q1 2026 | May 08, 2026 |
| Apella Capital, LLC | History | Added to | 202,302 | 15,708 | 0.23% | 0.3% | 151 | +9,819 | 5.1% | Q1 2026 | Apr 20, 2026 |
| NewSquare Capital LLC | History | Added to | 200,015 | 15,437 | 1.34% | 1.31% | 152 | +9,065 | 4.75% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 199,383 | 15,388 | 0.01% | 0.01% | 153 | +24,251 | 13.85% | Q1 2026 | May 11, 2026 |
| Montecito Bank & Trust | History | Added to | 199,312 | 15,382 | 2.53% | 2.34% | 154 | +10,710 | 5.68% | Q1 2026 | Apr 16, 2026 |
| Corient Private Wealth LLC | History | Added to | 193,757 | 14,954 | 0.02% | 0.02% | 155 | +12,409 | 6.84% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 191,791 | 14,803 | 0.39% | 0.41% | 156 | +9,285 | 5.09% | Q1 2026 | May 14, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 186,865 | 14,553 | 3.08% | 3.08% | 157 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 188,543 | 14,551 | 2.44% | 2.5% | 158 | +1,299 | 0.69% | Q1 2026 | Apr 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 187,400 | 14,463 | 0.08% | 0.07% | 159 | +19,898 | 11.88% | Q1 2026 | Apr 15, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 187,204 | 14,448 | 0.38% | 0.36% | 160 | +5,169 | 2.84% | Q1 2026 | May 01, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 187,111 | 14,441 | 1.91% | 1.82% | 161 | +21,253 | 12.81% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Added to | 187,022 | 14,434 | 0.06% | 0.06% | 162 | +2,313 | 1.25% | Q1 2026 | May 14, 2026 |
| City State Bank | History | Added to | 185,211 | 14,294 | 3.71% | 3.71% | 163 | +11,154 | 6.41% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 184,814 | 14,265 | 0.11% | 0.11% | 164 | +3,342 | 1.84% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 182,463 | 14,082 | 0.16% | 0.15% | 165 | +14,614 | 8.71% | Q1 2026 | Apr 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 180,541 | 13,934 | 0.05% | 0.05% | 166 | +290 | 0.16% | Q1 2026 | Apr 30, 2026 |
| FC Advisory LLC | History | Added to | 176,092 | 13,590 | 3.97% | 3.79% | 167 | +6,847 | 4.05% | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 175,447 | 13,540 | 0.05% | 0.06% | 168 | +3,217 | 1.87% | Q1 2026 | Apr 30, 2026 |
| Summit Financial, LLC | History | Added to | 175,367 | 13,534 | 0.17% | 0.08% | 169 | +108,699 | 163.05% | Q1 2026 | May 15, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 173,884 | 13,420 | 2.63% | 1.76% | 170 | +55,469 | 46.84% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Wealth | History | Added to | 172,362 | 13,311 | 0.01% | 0.01% | 171 | +19,086 | 12.45% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 167,562 | 12,932 | 0.65% | 0.62% | 172 | +14,206 | 9.26% | Q1 2026 | Apr 23, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 164,231 | 12,675 | 4.46% | 2.45% | 173 | +11,239 | 7.35% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 163,637 | 12,629 | 0.14% | 0.14% | 174 | +6,112 | 3.88% | Q1 2026 | May 05, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 163,398 | 12,611 | 1.86% | 1.74% | 175 | +7,274 | 4.66% | Q1 2026 | Apr 24, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 163,011 | 12,581 | 0.26% | 0.26% | 176 | +6,717 | 4.3% | Q1 2026 | Apr 27, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Reduced | 162,354 | 12,530 | 2.26% | 2.43% | 177 | -1,951 | -1.19% | Q1 2026 | Apr 13, 2026 |
| Frankly Finances, LLC | History | Added to | 156,920 | 12,111 | 10.96% | 10.94% | 178 | +8,833 | 5.96% | Q1 2026 | Apr 29, 2026 |
| NWAM LLC | History | Added to | 155,792 | 12,024 | 0.69% | 0.63% | 179 | +9,870 | 6.76% | Q1 2026 | May 04, 2026 |
| rebel Financial LLC | History | Added to | 154,175 | 11,899 | 5.16% | 4.79% | 180 | +10,135 | 7.04% | Q1 2026 | Apr 24, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 153,684 | 11,861 | 0.36% | 0.35% | 181 | +7,844 | 5.38% | Q1 2026 | May 13, 2026 |
| Stephenson & Company, Inc. | History | Added to | 152,001 | 11,731 | 6.36% | 6.08% | 182 | +9,945 | 7.0% | Q1 2026 | May 12, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 146,706 | 11,378 | 1.55% | 5.01% | 183 | -189,166 | -56.32% | Q1 2026 | May 11, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 146,847 | 11,333 | 2.33% | 2.15% | 184 | +11,823 | 8.76% | Q1 2026 | Apr 24, 2026 |
| Vertrix Wealth Management, LLC | History | New | 145,845 | 11,256 | 4.15% | — | 185 | +145,845 | New | Q1 2026 | Apr 24, 2026 |
| BURNEY CO/ | History | Reduced | 145,117 | 11,200 | 0.35% | 0.36% | 186 | -3,466 | -2.33% | Q1 2026 | Apr 29, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 144,002 | 11,114 | 1.47% | 1.46% | 187 | +14,112 | 10.86% | Q1 2026 | May 11, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 143,377 | 11,065 | 3.28% | 3.04% | 188 | +13,876 | 10.71% | Q1 2026 | May 06, 2026 |
| Verde Capital Management | History | Added to | 140,901 | 10,874 | 2.33% | 2.33% | 189 | +430 | 0.31% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 138,685 | 10,703 | 0.08% | 0.07% | 190 | +20,714 | 17.56% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 138,331 | 10,676 | 0.3% | 0.28% | 191 | +7,153 | 5.45% | Q1 2026 | May 04, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 137,822 | 10,637 | 4.5% | 4.44% | 192 | +3,469 | 2.58% | Q1 2026 | Apr 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 137,060 | 10,578 | 0.22% | — | 193 | +137,060 | New | Q1 2026 | May 15, 2026 |
| Clarity Asset Management, Inc. | History | New | 136,446 | 10,530 | 5.33% | — | 194 | +136,446 | New | Q1 2026 | May 04, 2026 |
| Asset Management Group, Inc. | History | Added to | 136,415 | 10,528 | 1.7% | 1.62% | 195 | +7,548 | 5.86% | Q1 2026 | May 15, 2026 |
| Safir Wealth Advisors, LLC | History | Reduced | 135,502 | 10,458 | 7.56% | 7.42% | 196 | -405 | -0.3% | Q1 2026 | Apr 08, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 134,137 | 10,352 | 0.0% | 0.0% | 197 | -5,479 | -3.92% | Q1 2026 | May 06, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 134,121 | 10,351 | 0.32% | 0.36% | 198 | -5,161 | -3.71% | Q1 2026 | May 08, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 133,068 | 10,270 | 6.15% | 6.22% | 199 | +5,934 | 4.67% | Q1 2026 | Apr 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 131,736 | 10,167 | 1.23% | 1.27% | 200 | +2,915 | 2.26% | Q1 2026 | Apr 08, 2026 |
| Ethos Capital Management, Inc. | History | Added to | 131,628 | 10,159 | 8.71% | 8.06% | 201 | +21,713 | 19.75% | Q1 2026 | Apr 07, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 130,043 | 10,036 | 0.8% | 0.79% | 202 | +533 | 0.41% | Q1 2026 | May 14, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 129,737 | 10,013 | 2.38% | 2.13% | 203 | +17,903 | 16.01% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 127,690 | 9,855 | 0.05% | 0.07% | 204 | +6,673 | 5.51% | Q1 2026 | May 15, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 125,857 | 9,713 | 0.28% | 0.27% | 205 | +11,591 | 10.14% | Q1 2026 | Apr 14, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 125,065 | 9,652 | 4.54% | 4.33% | 206 | +468 | 0.38% | Q1 2026 | May 07, 2026 |
| VCI Wealth Management LLC | History | Added to | 124,874 | 9,637 | 2.67% | 2.43% | 207 | +12,497 | 11.12% | Q1 2026 | Apr 21, 2026 |
| IFG Advisors, LLC | History | Added to | 123,086 | 9,499 | 1.56% | 1.43% | 208 | +13,073 | 11.88% | Q1 2026 | Apr 09, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 121,563 | 9,382 | 0.06% | 0.05% | 209 | +23,795 | 24.34% | Q1 2026 | May 05, 2026 |
| Fortis Advisors, LLC | History | New | 119,118 | 9,193 | 4.61% | — | 210 | +119,118 | New | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 118,975 | 9,182 | 0.3% | 0.29% | 211 | +5,176 | 4.55% | Q1 2026 | Apr 22, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 118,369 | 9,135 | 5.9% | 5.2% | 212 | +15,409 | 14.97% | Q1 2026 | May 08, 2026 |
| Smart Money Group LLC | History | Added to | 118,356 | 9,134 | 2.66% | 2.26% | 213 | +18,835 | 18.93% | Q1 2026 | May 05, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 116,545 | 8,994 | 1.07% | 1.0% | 214 | +7,162 | 6.55% | Q1 2026 | Apr 21, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 115,680 | 8,928 | 1.48% | 1.31% | 215 | +15,287 | 15.23% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 115,663 | 8,926 | 0.58% | 0.58% | 216 | +1,484 | 1.3% | Q1 2026 | Apr 15, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 115,562 | 8,919 | 1.05% | 1.05% | 217 | +15,700 | 15.72% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 115,091 | 8,882 | 0.11% | 0.11% | 218 | +1,898 | 1.68% | Q1 2026 | Apr 20, 2026 |
| Systelligence, LLC | History | Reduced | 112,975 | 8,719 | 1.7% | 2.66% | 219 | -66,333 | -36.99% | Q1 2026 | Apr 21, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 112,934 | 8,716 | 0.24% | 0.23% | 220 | +5,786 | 5.4% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 112,774 | 8,703 | 0.05% | 0.06% | 221 | -35,487 | -23.94% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 111,574 | 8,611 | 0.33% | 0.43% | 222 | -38,033 | -25.42% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 110,326 | 8,514 | 0.0% | 0.0% | 223 | +107,526 | 3840.21% | Q1 2026 | May 15, 2026 |
| Evolution Advisers, Inc. | History | Added to | 109,929 | 8,484 | 3.58% | 3.5% | 224 | +6,096 | 5.87% | Q1 2026 | May 01, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 109,438 | 8,446 | 0.02% | 0.02% | 225 | -1,536 | -1.38% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 108,841 | 8,400 | 0.06% | 0.06% | 226 | +8,072 | 8.01% | Q1 2026 | Apr 15, 2026 |
| MA Private Wealth | History | Reduced | 108,469 | 8,371 | 1.42% | 1.5% | 227 | -7,266 | -6.28% | Q1 2026 | May 07, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Added to | 107,091 | 8,265 | 6.65% | 6.41% | 228 | +3,335 | 3.21% | Q1 2026 | Apr 16, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 106,764 | 8,240 | 0.14% | 0.13% | 229 | +4,367 | 4.26% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 106,723 | 8,236 | 0.08% | 0.07% | 230 | +30,271 | 39.59% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 106,602 | 8,227 | 0.04% | 0.05% | 231 | +4,485 | 4.39% | Q1 2026 | May 04, 2026 |
| HANOVER ADVISORS INC | History | Added to | 105,039 | 8,106 | 3.29% | 3.14% | 232 | +1,026 | 0.99% | Q1 2026 | May 07, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 104,392 | 8,056 | 0.59% | 0.5% | 233 | +19,193 | 22.53% | Q1 2026 | Apr 20, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 102,873 | 7,939 | 2.71% | 2.88% | 234 | +2,578 | 2.57% | Q1 2026 | Apr 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 101,434 | 7,828 | 0.06% | 0.05% | 235 | +21,631 | 27.11% | Q1 2026 | Apr 14, 2026 |
| Tillman Hartley LLC | History | Reduced | 101,250 | 7,814 | 1.96% | 2.15% | 236 | -8,663 | -7.88% | Q1 2026 | May 08, 2026 |
| Continuum Advisory, LLC | History | Added to | 99,163 | 7,653 | 0.73% | 0.75% | 237 | +2,867 | 2.98% | Q1 2026 | Apr 22, 2026 |
| Parker Financial LLC | History | Added to | 99,088 | 7,629 | 3.05% | 2.94% | 238 | +5,965 | 6.41% | Q1 2026 | Apr 21, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 98,580 | 7,608 | 0.43% | 0.37% | 239 | +19,513 | 24.68% | Q1 2026 | Apr 09, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 92,826 | 7,164 | 0.55% | 0.5% | 240 | +7,712 | 9.06% | Q1 2026 | Apr 08, 2026 |
| Rossby Financial, LCC | History | Added to | 93,053 | 7,155 | 1.46% | 2.14% | 241 | +4,011 | 4.5% | Q1 2026 | May 11, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 92,643 | 7,150 | 2.25% | 2.09% | 242 | +6,081 | 7.03% | Q1 2026 | Apr 16, 2026 |
| Veridan Wealth LLC | History | Added to | 91,844 | 7,088 | 2.62% | 2.4% | 243 | +274 | 0.3% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 91,434 | 7,056 | 0.06% | 0.05% | 244 | +797 | 0.88% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 91,415 | 7,055 | 0.15% | 0.14% | 245 | +6,429 | 7.56% | Q1 2026 | May 01, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 91,374 | 7,052 | 0.19% | 0.18% | 246 | +3,457 | 3.93% | Q1 2026 | May 14, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 91,218 | 7,040 | 0.72% | 0.74% | 247 | -84 | -0.09% | Q1 2026 | May 07, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 91,135 | 7,033 | 3.03% | 3.04% | 248 | +4,759 | 5.51% | Q1 2026 | May 01, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 89,113 | 6,877 | 4.24% | 3.24% | 249 | +20,871 | 30.58% | Q1 2026 | Apr 22, 2026 |
| New Hampshire Trust | History | Added to | 88,770 | 6,851 | 1.38% | 1.19% | 250 | +9,930 | 12.6% | Q1 2026 | Apr 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 88,568 | 6,835 | 1.77% | 1.71% | 251 | +4,653 | 5.54% | Q1 2026 | Apr 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 88,248 | 6,810 | 0.49% | 0.59% | 252 | -29,734 | -25.2% | Q1 2026 | Apr 16, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 88,124 | 6,801 | 1.18% | 1.05% | 253 | +10,175 | 13.05% | Q1 2026 | Apr 17, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 87,756 | 6,773 | 1.13% | 1.04% | 254 | +7,964 | 9.98% | Q1 2026 | Apr 08, 2026 |
| CONQUIS FINANCIAL LLC | History | Added to | 87,475 | 6,761 | 5.6% | 5.49% | 255 | +5,437 | 6.63% | Q1 2026 | May 07, 2026 |
| Wealth Advisory Team LLC | History | No change | 85,614 | 6,667 | 5.89% | 5.89% | 256 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 86,299 | 6,660 | 1.41% | 1.67% | 257 | +579 | 0.68% | Q1 2026 | May 12, 2026 |
| WealthCollab, LLC | History | Added to | 84,675 | 6,535 | 2.69% | 2.35% | 258 | +10,765 | 14.57% | Q1 2026 | May 13, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 84,637 | 6,532 | 3.04% | 3.26% | 259 | +821 | 0.98% | Q1 2026 | Apr 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 83,854 | 6,471 | 0.18% | 0.16% | 260 | +1,806 | 2.2% | Q1 2026 | Apr 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 83,827 | 6,469 | 0.01% | 0.01% | 261 | +8,221 | 10.87% | Q1 2026 | May 15, 2026 |
| Sagace Wealth Management LLC | History | Added to | 83,824 | 6,469 | 4.34% | 4.38% | 262 | +929 | 1.12% | Q1 2026 | Apr 29, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 82,586 | 6,373 | 1.54% | 1.52% | 263 | +2,040 | 2.53% | Q1 2026 | May 05, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 82,274 | 6,349 | 3.28% | 3.17% | 264 | +1,387 | 1.71% | Q1 2026 | May 01, 2026 |
| Retirement Planning Group, LLC | History | Added to | 81,607 | 6,298 | 0.2% | 0.2% | 265 | +1,979 | 2.49% | Q1 2026 | May 04, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 80,609 | 6,277 | 3.66% | 3.66% | 266 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Centennial Bank/AR/ | History | Added to | 81,275 | 6,272 | 2.25% | 1.91% | 267 | +19,416 | 31.39% | Q1 2026 | May 06, 2026 |
| ESL Trust Services, LLC | History | Reduced | 81,073 | 6,257 | 1.19% | 1.22% | 268 | -495 | -0.61% | Q1 2026 | May 07, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 80,803 | 6,236 | 1.83% | 1.78% | 269 | +5,185 | 6.86% | Q1 2026 | Apr 16, 2026 |
| IFC & Insurance Marketing, Inc. | History | Reduced | 80,290 | 6,196 | 6.47% | 15.47% | 270 | -119,958 | -59.9% | Q1 2026 | Apr 16, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 79,592 | 6,142 | 0.35% | 0.39% | 271 | +37,341 | 88.38% | Q1 2026 | Apr 22, 2026 |
| StoneX Group Inc. | History | Added to | 78,891 | 6,089 | 0.33% | 0.22% | 272 | +12,368 | 18.59% | Q1 2026 | May 14, 2026 |
| EJMK Ventures LLC | History | Added to | 78,713 | 6,075 | 3.39% | 1.18% | 273 | +54,071 | 219.43% | Q1 2026 | Apr 24, 2026 |
| Prospera Financial Services Inc | History | Added to | 77,646 | 5,999 | 0.1% | 0.09% | 274 | +8,767 | 12.73% | Q1 2026 | Apr 14, 2026 |
| Sunesis Advisors, LLC | History | Reduced | 77,395 | 5,973 | 2.7% | 3.02% | 275 | -8,131 | -9.51% | Q1 2026 | May 14, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 76,809 | 5,928 | 1.76% | 1.7% | 276 | -644 | -0.83% | Q1 2026 | Apr 20, 2026 |
| Leo H. Evart, Inc. | History | New | 76,674 | 5,917 | 5.06% | — | 277 | +76,674 | New | Q1 2026 | May 13, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 76,120 | 5,874 | 4.7% | 4.43% | 278 | +5,635 | 7.99% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Added to | 74,912 | 5,781 | 0.16% | 0.15% | 279 | +7,479 | 11.09% | Q1 2026 | May 13, 2026 |
| Graetz Wealth LLC | History | Added to | 74,524 | 5,751 | 5.13% | 3.91% | 280 | +19,339 | 35.04% | Q1 2026 | Apr 30, 2026 |
| Arcataur Capital Management LLC | History | Added to | 74,514 | 5,750 | 1.6% | 1.31% | 281 | +15,735 | 26.77% | Q1 2026 | Apr 22, 2026 |
| Secure Asset Management, LLC | History | Added to | 74,449 | 5,745 | 0.91% | 0.58% | 282 | +26,624 | 55.67% | Q1 2026 | Apr 09, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 73,335 | 5,660 | 3.47% | 2.47% | 283 | +25,594 | 53.61% | Q1 2026 | May 04, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 73,222 | 5,651 | 4.16% | 4.26% | 284 | +465 | 0.64% | Q1 2026 | May 11, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 72,769 | 5,616 | 2.45% | 2.28% | 285 | +3,514 | 5.07% | Q1 2026 | Apr 23, 2026 |
| Hardy Reed LLC | History | Added to | 72,644 | 5,606 | 0.41% | 0.39% | 286 | +2,075 | 2.94% | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 71,813 | 5,542 | 0.06% | 0.06% | 287 | +4,642 | 6.91% | Q1 2026 | Apr 20, 2026 |
| PFG Advisors | History | Reduced | 71,585 | 5,524 | 0.27% | 0.27% | 288 | -117 | -0.16% | Q1 2026 | May 05, 2026 |
| Jacobsen Capital Management | History | Added to | 69,651 | 5,375 | 1.82% | 1.62% | 289 | +5,915 | 9.28% | Q1 2026 | Apr 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 69,635 | 5,374 | 0.3% | 0.14% | 290 | +38,647 | 124.72% | Q1 2026 | Apr 20, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 67,689 | 5,304 | 0.49% | 0.49% | 291 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Momentum Wealth Planning, LLC | History | Added to | 68,621 | 5,296 | 4.71% | 4.13% | 292 | +604 | 0.89% | Q1 2026 | May 07, 2026 |
| Planned Solutions, Inc. | History | Added to | 68,341 | 5,274 | 1.73% | 1.59% | 293 | +4,575 | 7.17% | Q1 2026 | Apr 09, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 67,784 | 5,231 | 0.16% | 0.16% | 294 | +1,005 | 1.5% | Q1 2026 | Apr 16, 2026 |
| HUB Investment Partners, LLC | History | Added to | 66,598 | 5,140 | 0.12% | 0.1% | 295 | +15,257 | 29.72% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 63,508 | 4,925 | 0.03% | 0.02% | 296 | +30,126 | 90.25% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 63,790 | 4,923 | 0.0% | — | 297 | +63,790 | New | Q1 2026 | May 15, 2026 |
| TRITONPOINT WEALTH, LLC | History | New | 63,350 | 4,889 | 0.52% | — | 298 | +63,350 | New | Q1 2026 | Apr 21, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 63,105 | 4,870 | 1.46% | 1.33% | 299 | +6,071 | 10.64% | Q1 2026 | Apr 20, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 62,614 | 4,814 | 0.01% | 0.03% | 300 | +7,318 | 13.23% | Q1 2026 | May 12, 2026 |