Vanguard Charlotte Funds - BNDX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 288,538,828 | 13,789,270 | 0.89% | 0.84% | 1 | +12,750,456 | 4.62% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 125,012,416 | 6,006,846 | 0.44% | 0.5% | 2 | -16,412,230 | -11.6% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 85,042,456 | 4,109,250 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 59,228,633 | 2,845,935 | 0.76% | 0.68% | 4 | +12,035,281 | 25.5% | Q1 2026 | May 04, 2026 |
| VANGUARD ADVISERS INC | History | New | 54,007,136 | 2,595,041 | 10.17% | — | 5 | +54,007,136 | New | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 36,281,536 | 1,743,327 | 2.58% | 2.56% | 6 | +1,553,019 | 4.47% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 20,417,003 | 981,036 | 0.53% | — | 7 | +20,417,003 | New | Q1 2026 | May 08, 2026 |
| Betterment LLC | History | Reduced | 19,400,574 | 932,198 | 1.77% | 1.8% | 8 | -157,701 | -0.81% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 18,058,578 | 867,714 | 4.19% | 2.64% | 9 | +8,452,098 | 87.98% | Q1 2026 | May 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 15,786,437 | 758,538 | 0.02% | — | 10 | +15,786,437 | New | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 12,250,083 | 588,617 | 0.54% | 0.55% | 11 | +720,638 | 6.25% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 11,228,041 | 539,507 | 0.14% | 0.15% | 12 | -81,963 | -0.72% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 9,677,209 | 464,990 | 0.08% | 0.07% | 13 | +905,609 | 10.32% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Added to | 8,769,158 | 421,358 | 1.09% | 1.07% | 14 | +600,826 | 7.36% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 7,658,510 | 370,059 | 0.12% | 0.08% | 15 | +2,215,504 | 40.7% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 7,216,573 | 346,756 | 0.06% | 0.04% | 16 | +2,377,303 | 49.13% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Added to | 6,390,910 | 307,083 | 0.63% | 0.61% | 17 | +174,720 | 2.81% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 6,158,588 | 295,920 | 0.02% | 0.01% | 18 | +1,104,610 | 21.86% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 5,646,589 | 271,318 | 0.29% | 0.28% | 19 | +305,090 | 5.71% | Q1 2026 | May 13, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 4,708,344 | 226,235 | 6.55% | 6.54% | 20 | +79,411 | 1.72% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,041,545 | 194,196 | 1.07% | 1.73% | 21 | -6,175,084 | -60.44% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 3,959,644 | 190,620 | 0.94% | 0.86% | 22 | +549,237 | 16.1% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 3,228,355 | 155,122 | 0.6% | — | 23 | +3,228,355 | New | Q1 2026 | May 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 3,147,612 | 151,242 | 0.16% | 0.01% | 24 | +2,882,425 | 1086.94% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,013,127 | 144,781 | 0.37% | 0.35% | 25 | +298,024 | 10.98% | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,923,521 | 138,866 | 0.03% | 0.02% | 26 | +641,792 | 28.13% | Q1 2026 | May 15, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 2,539,875 | 122,040 | 8.21% | 7.84% | 27 | +188,394 | 8.01% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,490,414 | 119,664 | 0.63% | 0.78% | 28 | +181,522 | 7.86% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Added to | 2,163,059 | 103,935 | 1.79% | 0.91% | 29 | +1,391,704 | 180.42% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,084,913 | 100,180 | 0.03% | 0.02% | 30 | +908,094 | 77.17% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,055,930 | 98,787 | 0.02% | 0.01% | 31 | +595,380 | 40.76% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,958,691 | 94,115 | 0.23% | 0.2% | 32 | +141,176 | 7.77% | Q1 2026 | Apr 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,909,803 | 91,766 | 1.4% | 0.83% | 33 | +742,394 | 63.59% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,753,398 | 84,274 | 0.12% | 0.1% | 34 | +287,019 | 19.57% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,734,392 | 83,337 | 0.03% | 0.24% | 35 | -20,470 | -1.17% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,671,795 | 80,329 | 0.22% | 0.21% | 36 | -112,755 | -6.32% | Q1 2026 | May 04, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 1,548,372 | 74,198 | 5.2% | 4.93% | 37 | +202,961 | 15.09% | Q1 2026 | Apr 24, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,542,899 | 74,136 | 0.1% | 0.09% | 38 | +160,447 | 11.61% | Q1 2026 | Apr 27, 2026 |
| Symmetry Partners, LLC | History | Added to | 1,485,668 | 71,386 | 4.08% | 3.9% | 39 | +122,401 | 8.98% | Q1 2026 | Apr 27, 2026 |
| Hardy Reed LLC | History | Added to | 1,453,868 | 69,858 | 5.1% | 4.79% | 40 | +62,700 | 4.51% | Q1 2026 | Apr 28, 2026 |
| CX Institutional | History | Added to | 1,387,555 | 66,672 | 2.03% | 1.95% | 41 | +37,809 | 2.8% | Q1 2026 | Apr 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,374,142 | 66,027 | 0.76% | 0.75% | 42 | +92,283 | 7.2% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 1,369,917 | 65,824 | 0.09% | 0.06% | 43 | +522,982 | 61.75% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,366,754 | 65,672 | 0.64% | 0.52% | 44 | +277,083 | 25.43% | Q1 2026 | May 08, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 1,247,936 | 59,963 | 0.86% | 0.89% | 45 | +104,395 | 9.13% | Q1 2026 | Apr 10, 2026 |
| Partners in Financial Planning | History | Added to | 1,236,589 | 59,415 | 9.85% | 9.52% | 46 | +73,107 | 6.28% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,163,269 | 55,895 | 0.62% | 0.69% | 47 | +99,621 | 9.37% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 1,145,967 | 55,063 | 1.28% | 1.26% | 48 | +73,976 | 6.9% | Q1 2026 | May 15, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 1,092,406 | 52,490 | 2.83% | 2.85% | 49 | -15,248 | -1.38% | Q1 2026 | May 15, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 1,064,998 | 51,173 | 0.97% | 0.94% | 50 | -13,393 | -1.24% | Q1 2026 | Apr 10, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 1,056,617 | 50,770 | 6.74% | 7.24% | 51 | +95,708 | 9.96% | Q1 2026 | Apr 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,031,849 | 49,580 | 0.03% | 0.03% | 52 | +169,729 | 19.69% | Q1 2026 | May 07, 2026 |
| Burton Enright Welch | History | Added to | 1,021,367 | 49,076 | 6.67% | 6.49% | 53 | +66,953 | 7.02% | Q1 2026 | May 01, 2026 |
| PDS Planning, Inc | History | Added to | 1,014,427 | 48,743 | 3.22% | 3.07% | 54 | +62,560 | 6.57% | Q1 2026 | Apr 21, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 1,007,951 | 48,432 | 0.39% | 0.39% | 55 | -6,151 | -0.61% | Q1 2026 | Apr 24, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 995,929 | 48,123 | 3.87% | 3.88% | 56 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Apella Capital, LLC | History | Reduced | 974,951 | 47,119 | 0.7% | 1.03% | 57 | -108,377 | -10.0% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Added to | 979,386 | 47,059 | 0.12% | 0.11% | 58 | +149,799 | 18.06% | Q1 2026 | May 14, 2026 |
| P/E Global LLC | History | Reduced | 971,692 | 46,689 | 3.68% | 4.44% | 59 | -303,125 | -23.78% | Q1 2026 | Apr 09, 2026 |
| Brooklyn Investment Group | History | Added to | 919,240 | 44,169 | 1.38% | 1.09% | 60 | +432,031 | 88.67% | Q1 2026 | Apr 29, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Added to | 895,635 | 43,035 | 6.63% | 6.4% | 61 | +24,243 | 2.78% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 886,978 | 42,606 | 0.06% | 0.05% | 62 | +76,628 | 9.46% | Q1 2026 | May 15, 2026 |
| Clark Asset Management, LLC | History | Added to | 878,068 | 42,191 | 3.96% | 3.92% | 63 | +97,370 | 12.47% | Q1 2026 | Apr 16, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 872,899 | 41,942 | 0.01% | 0.01% | 64 | -9,087 | -1.03% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 841,604 | 40,112 | 0.02% | 0.02% | 65 | +277,015 | 49.06% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 811,809 | 39,007 | 0.33% | 0.24% | 66 | +140,400 | 20.91% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 802,304 | 38,550 | 0.04% | 0.03% | 67 | +68,763 | 9.37% | Q1 2026 | May 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 793,466 | 38,126 | 0.47% | 0.48% | 68 | +26,581 | 3.47% | Q1 2026 | May 08, 2026 |
| Morningstar Investment Management LLC | History | Added to | 793,418 | 38,123 | 2.36% | 1.63% | 69 | +220,784 | 38.56% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 787,690 | 37,848 | 0.02% | 0.02% | 70 | -30,186 | -3.69% | Q1 2026 | May 11, 2026 |
| 1832 Asset Management L.P. | History | Added to | 773,491 | 37,166 | 0.03% | 0.03% | 71 | +25,845 | 3.46% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 760,455 | 36,539 | 1.11% | 0.7% | 72 | +368,036 | 93.79% | Q1 2026 | May 15, 2026 |
| Efficient Advisors, LLC | History | Added to | 751,540 | 36,111 | 2.56% | 2.04% | 73 | +27,412 | 3.79% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 739,560 | 35,535 | 0.05% | 0.06% | 74 | -127,572 | -14.71% | Q1 2026 | Apr 27, 2026 |
| Valmark Advisers, Inc. | History | Added to | 737,987 | 35,460 | 0.42% | 0.42% | 75 | +29,955 | 4.23% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Added to | 731,021 | 35,125 | 0.01% | 0.01% | 76 | +64,415 | 9.66% | Q1 2026 | May 05, 2026 |
| Horizon Investments, LLC | History | Added to | 712,410 | 34,074 | 0.38% | 0.44% | 77 | +1,389 | 0.2% | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | Added to | 682,426 | 32,947 | 1.06% | 1.05% | 78 | +56,774 | 9.07% | Q1 2026 | Apr 09, 2026 |
| Human Investing LLC | History | Reduced | 627,219 | 30,137 | 4.39% | 4.32% | 79 | -5,408 | -0.85% | Q1 2026 | May 07, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 624,319 | 29,998 | 3.6% | 3.55% | 80 | +47,496 | 8.23% | Q1 2026 | Apr 24, 2026 |
| Marotta Asset Management | History | Added to | 613,248 | 29,442 | 5.42% | 5.37% | 81 | +12,774 | 2.13% | Q1 2026 | Apr 27, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 599,763 | 28,818 | 3.03% | 4.79% | 82 | +64,924 | 12.14% | Q1 2026 | Apr 17, 2026 |
| MilWealth Group LLC | History | Added to | 592,950 | 28,491 | 6.78% | 6.61% | 83 | +18,471 | 3.22% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 588,144 | 28,259 | 0.44% | 0.43% | 84 | +148,030 | 33.63% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 576,650 | 27,708 | 0.15% | 0.12% | 85 | +127,493 | 28.38% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 572,449 | 27,506 | 0.1% | 0.11% | 86 | +21,184 | 3.84% | Q1 2026 | Apr 30, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 568,524 | 27,317 | 1.98% | 2.01% | 87 | -75,681 | -11.75% | Q1 2026 | Apr 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 563,358 | 27,046 | 0.26% | 0.22% | 88 | +147,581 | 35.5% | Q1 2026 | Apr 07, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Added to | 558,338 | 26,828 | 12.28% | 15.35% | 89 | +150,008 | 36.74% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 550,657 | 26,447 | 0.05% | 0.04% | 90 | +110,532 | 25.11% | Q1 2026 | May 01, 2026 |
| Avion Wealth | History | Added to | 550,277 | 26,440 | 5.46% | 5.42% | 91 | +15,887 | 2.97% | Q1 2026 | May 01, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 546,149 | 26,242 | 1.49% | 1.33% | 92 | +87,236 | 19.01% | Q1 2026 | Apr 09, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 544,764 | 26,175 | 8.78% | 8.75% | 93 | +5,817 | 1.08% | Q1 2026 | Apr 30, 2026 |
| Vise Technologies, Inc. | History | No change | 535,399 | 25,870 | 0.51% | 0.51% | 94 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 530,313 | 25,481 | 10.99% | 10.98% | 95 | +27,626 | 5.5% | Q1 2026 | May 01, 2026 |
| Avior Wealth Management, LLC | History | Added to | 522,750 | 25,118 | 0.71% | 0.73% | 96 | +37,404 | 7.71% | Q1 2026 | Apr 09, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 505,344 | 24,281 | 5.24% | 5.06% | 97 | +34,757 | 7.39% | Q1 2026 | Apr 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 502,714 | 24,155 | 0.0% | — | 98 | +502,714 | New | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Added to | 497,244 | 23,892 | 0.27% | 0.25% | 99 | +47,537 | 10.57% | Q1 2026 | May 05, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 490,152 | 23,558 | 6.16% | 6.11% | 100 | +34,222 | 7.51% | Q1 2026 | May 01, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 486,082 | 23,356 | 3.22% | 2.48% | 101 | +112,264 | 30.03% | Q1 2026 | May 14, 2026 |
| Rinkey Investments | History | Reduced | 483,891 | 23,250 | 5.95% | 9.19% | 102 | -264,912 | -35.38% | Q1 2026 | May 11, 2026 |
| Flagstone Financial Management | History | Added to | 475,934 | 22,868 | 5.68% | 5.43% | 103 | +37,660 | 8.59% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 467,767 | 22,454 | 0.03% | 0.02% | 104 | +78,305 | 20.11% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 459,066 | 22,058 | 0.79% | 0.76% | 105 | +29,573 | 6.89% | Q1 2026 | May 13, 2026 |
| Evolution Advisers, Inc. | History | Reduced | 451,230 | 21,681 | 9.14% | 9.58% | 106 | -6,840 | -1.49% | Q1 2026 | May 01, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 447,560 | 21,505 | 0.95% | 0.01% | 107 | +440,579 | 6311.12% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 446,486 | 21,453 | 0.16% | 0.05% | 108 | +321,553 | 257.38% | Q1 2026 | Apr 15, 2026 |
| Ascent Group, LLC | History | Added to | 435,460 | 20,923 | 0.72% | 0.67% | 109 | +29,355 | 7.23% | Q1 2026 | May 15, 2026 |
| FIL Ltd | History | Added to | 429,933 | 20,658 | 0.02% | 0.01% | 110 | +24,838 | 6.13% | Q1 2026 | May 15, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 407,361 | 19,683 | 5.77% | 5.77% | 111 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 407,936 | 19,601 | 0.0% | 0.0% | 112 | -280,425 | -40.74% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 402,858 | 19,357 | 0.01% | 0.01% | 113 | -6,500 | -1.59% | Q1 2026 | May 12, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 402,665 | 19,348 | 2.93% | 1.09% | 114 | +259,630 | 181.52% | Q1 2026 | May 14, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 394,097 | 18,936 | 2.44% | — | 115 | +394,097 | New | Q1 2026 | Apr 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 392,078 | 18,839 | 0.01% | 0.01% | 116 | +2,336 | 0.6% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 383,902 | 18,446 | 0.14% | 0.15% | 117 | +29,624 | 8.36% | Q1 2026 | Apr 07, 2026 |
| Parker Financial LLC | History | Added to | 385,008 | 18,443 | 7.37% | 6.74% | 118 | +40,706 | 11.82% | Q1 2026 | Apr 21, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 383,487 | 18,426 | 3.75% | 3.94% | 119 | -29,695 | -7.19% | Q1 2026 | Apr 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 377,315 | 18,039 | 0.48% | 0.5% | 120 | +131,965 | 53.79% | Q1 2026 | May 14, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 372,615 | 17,967 | 2.45% | 1.74% | 121 | +184,442 | 98.02% | Q1 2026 | May 11, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 370,227 | 17,789 | 2.28% | 2.25% | 122 | +11,149 | 3.1% | Q1 2026 | May 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 366,298 | 17,600 | 0.0% | 0.0% | 123 | -12,652 | -3.34% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 360,398 | 17,317 | 0.0% | 0.0% | 124 | +338,998 | 1584.1% | Q1 2026 | May 15, 2026 |
| Summit Wealth Group, LLC | History | Added to | 347,573 | 16,700 | 3.83% | 3.71% | 125 | +19,114 | 5.82% | Q1 2026 | May 04, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 338,905 | 16,284 | 0.73% | 0.01% | 126 | +333,066 | 5704.16% | Q1 2026 | Apr 21, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Added to | 337,619 | 16,222 | 4.57% | 4.28% | 127 | +10,547 | 3.22% | Q1 2026 | Apr 15, 2026 |
| Christian Investment Advisors, Inc. | History | New | 333,363 | 16,191 | 10.23% | — | 128 | +333,363 | New | Q1 2026 | May 08, 2026 |
| Financial Architects, LLC | History | Reduced | 334,486 | 16,072 | 8.48% | 8.91% | 129 | -8,520 | -2.48% | Q1 2026 | Apr 21, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 334,293 | 16,062 | 6.65% | 6.6% | 130 | +10,225 | 3.16% | Q1 2026 | Apr 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 327,290 | 15,696 | 0.03% | 0.03% | 131 | -68,670 | -17.34% | Q1 2026 | Apr 08, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 323,467 | 15,542 | 0.93% | 0.81% | 132 | +47,151 | 17.06% | Q1 2026 | May 13, 2026 |
| Prospera Capital Management, LLC | History | Added to | 323,152 | 15,502 | 7.78% | 7.72% | 133 | +6,361 | 2.01% | Q1 2026 | Apr 08, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 314,996 | 15,135 | 8.59% | 7.92% | 134 | +32,035 | 11.32% | Q1 2026 | Apr 06, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 314,149 | 15,094 | 1.2% | 0.97% | 135 | +101,979 | 48.06% | Q1 2026 | Apr 16, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 310,768 | 14,932 | 6.58% | 6.3% | 136 | -1,062 | -0.34% | Q1 2026 | Apr 22, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 310,454 | 14,917 | 0.27% | 0.24% | 137 | +28,925 | 10.27% | Q1 2026 | Apr 10, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 309,187 | 14,856 | 0.44% | 0.41% | 138 | +25,380 | 8.94% | Q1 2026 | Apr 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 305,946 | 14,700 | 3.81% | 3.57% | 139 | +23,343 | 8.26% | Q1 2026 | Apr 14, 2026 |
| Greenspring Advisors, LLC | History | Added to | 304,674 | 14,639 | 0.89% | 0.8% | 140 | +36,381 | 13.56% | Q1 2026 | May 04, 2026 |
| Net Worth Advisory Group | History | Added to | 295,083 | 14,178 | 2.94% | 2.78% | 141 | +10,997 | 3.87% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 294,509 | 14,150 | 0.02% | 0.02% | 142 | -44,226 | -13.06% | Q1 2026 | May 05, 2026 |
| Cambridge Advisors Inc. | History | Added to | 291,918 | 14,026 | 2.72% | 2.67% | 143 | +1,940 | 0.67% | Q1 2026 | Apr 16, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 290,060 | 13,937 | 0.89% | 0.85% | 144 | +14,062 | 5.09% | Q1 2026 | Apr 14, 2026 |
| Silver Coast Investments LLC | History | Added to | 285,239 | 13,705 | 4.37% | 4.53% | 145 | +13,093 | 4.81% | Q1 2026 | Apr 22, 2026 |
| Vawter Financial, Ltd. | History | Added to | 284,761 | 13,682 | 5.76% | 5.46% | 146 | +16,893 | 6.31% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 279,686 | 13,438 | 0.15% | 0.14% | 147 | +19,042 | 7.31% | Q1 2026 | Apr 16, 2026 |
| McLean Asset Management Corp | History | Added to | 270,129 | 12,979 | 2.27% | 1.66% | 148 | +79,364 | 41.6% | Q1 2026 | Apr 22, 2026 |
| DiPaolo Financial Group, Inc. | History | New | 267,921 | 12,873 | 9.37% | — | 149 | +267,921 | New | Q1 2026 | Apr 23, 2026 |
| Livet Wealth, LLC | History | Added to | 262,547 | 12,615 | 8.02% | 7.62% | 150 | +6,476 | 2.53% | Q1 2026 | Apr 24, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 262,005 | 12,583 | 0.87% | 0.79% | 151 | +73,198 | 38.77% | Q1 2026 | May 18, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 261,407 | 12,557 | 4.73% | 4.67% | 152 | +11,543 | 4.62% | Q1 2026 | Apr 29, 2026 |
| Scarborough Advisors, LLC | History | Added to | 260,423 | 12,513 | 1.37% | 0.21% | 153 | +234,118 | 890.01% | Q1 2026 | May 07, 2026 |
| NWAM LLC | History | Added to | 259,954 | 12,490 | 0.72% | 0.68% | 154 | +9,376 | 3.74% | Q1 2026 | May 04, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | New | 257,330 | 12,364 | 8.84% | — | 155 | +257,330 | New | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Added to | 257,188 | 12,357 | 0.2% | 0.19% | 156 | +14,250 | 5.87% | Q1 2026 | Apr 27, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 256,847 | 12,341 | 2.14% | 1.9% | 157 | +29,026 | 12.74% | Q1 2026 | Apr 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 255,667 | 12,284 | 0.0% | 0.0% | 158 | +253,741 | 13174.51% | Q1 2026 | May 13, 2026 |
| Addison Advisors LLC | History | Added to | 255,549 | 12,279 | 2.71% | 2.67% | 159 | +9,296 | 3.77% | Q1 2026 | May 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 254,566 | 12,231 | 0.25% | 0.21% | 160 | +44,074 | 20.94% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 248,385 | 11,934 | 0.26% | 0.23% | 161 | +25,228 | 11.31% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 242,004 | 11,628 | 0.02% | 0.01% | 162 | +204,272 | 541.38% | Q1 2026 | May 01, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 241,768 | 11,616 | 0.06% | 0.09% | 163 | -116,838 | -32.58% | Q1 2026 | May 14, 2026 |
| BFSG, LLC | History | Added to | 238,712 | 11,470 | 1.09% | 1.12% | 164 | +73 | 0.03% | Q1 2026 | Apr 28, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 238,254 | 11,448 | 9.13% | 9.13% | 165 | +11,278 | 4.97% | Q1 2026 | May 05, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 236,483 | 11,363 | 3.0% | 2.98% | 166 | +10,084 | 4.45% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 234,843 | 11,284 | 0.06% | 0.07% | 167 | -4,835 | -2.02% | Q1 2026 | May 13, 2026 |
| Strategic Financial Planning, Inc. | History | Added to | 77,210 | 11,248 | 6.58% | 1.91% | 168 | +8,084 | 11.69% | Q1 2026 | May 14, 2026 |
| XY Planning Network, Inc. | History | Added to | 233,977 | 11,233 | 1.79% | 1.71% | 169 | +30,765 | 15.14% | Q1 2026 | Apr 14, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 233,767 | 11,232 | 5.46% | 5.65% | 170 | -1,006 | -0.43% | Q1 2026 | May 05, 2026 |
| Brooklyn FI, LLC | History | Reduced | 230,308 | 11,066 | 2.33% | 2.66% | 171 | -26,764 | -10.41% | Q1 2026 | May 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 226,076 | 10,863 | 0.01% | 0.01% | 172 | +28,087 | 14.19% | Q1 2026 | May 15, 2026 |
| ABLE Financial Group, LLC | History | Added to | 225,755 | 10,847 | 2.12% | 1.67% | 173 | +55,804 | 32.84% | Q1 2026 | Apr 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 221,275 | 10,632 | 0.01% | 0.06% | 174 | -801,974 | -78.38% | Q1 2026 | May 14, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 216,634 | 10,409 | 2.75% | 3.12% | 175 | -29,675 | -12.05% | Q1 2026 | Apr 27, 2026 |
| RFG Advisory, LLC | History | Added to | 216,598 | 10,407 | 0.19% | 0.14% | 176 | +61,472 | 39.63% | Q1 2026 | Apr 17, 2026 |
| Aspire Private Capital, LLC | History | Added to | 216,354 | 10,395 | 2.35% | 2.3% | 177 | +2,817 | 1.32% | Q1 2026 | Apr 22, 2026 |
| Level Financial Advisors | History | Added to | 214,443 | 10,303 | 2.63% | 2.3% | 178 | +34,282 | 19.03% | Q1 2026 | Apr 10, 2026 |
| COMERICA BANK | History | No change | 213,142 | 10,298 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 213,927 | 10,279 | 0.05% | 0.04% | 180 | +19,374 | 9.96% | Q1 2026 | Apr 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 213,161 | 10,242 | 0.11% | 0.12% | 181 | -8,670 | -3.91% | Q1 2026 | Apr 20, 2026 |
| Factor Wealth Management LTD | History | Added to | 212,023 | 10,187 | 1.92% | 1.12% | 182 | +104,347 | 96.91% | Q1 2026 | Apr 20, 2026 |
| Trust Co | History | Added to | 211,363 | 10,155 | 0.95% | 0.94% | 183 | +3,590 | 1.73% | Q1 2026 | Apr 13, 2026 |
| FC Advisory LLC | History | Added to | 211,042 | 10,140 | 2.96% | 2.83% | 184 | +7,399 | 3.63% | Q1 2026 | Apr 14, 2026 |
| Stokes Family Office, LLC | History | Reduced | 210,172 | 10,098 | 1.04% | 0.96% | 185 | -7,918 | -3.63% | Q1 2026 | May 11, 2026 |
| Goldstein Advisors, LLC | History | Added to | 209,632 | 10,072 | 1.12% | 1.07% | 186 | +15,314 | 7.88% | Q1 2026 | Apr 28, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | New | 206,595 | 9,926 | 1.72% | — | 187 | +206,595 | New | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 205,920 | 9,894 | 0.02% | 0.02% | 188 | -67,387 | -24.66% | Q1 2026 | May 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 204,470 | 9,882 | 0.68% | 0.43% | 189 | +82,212 | 67.24% | Q1 2026 | Apr 29, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 205,265 | 9,862 | 4.81% | — | 190 | +205,265 | New | Q1 2026 | Apr 09, 2026 |
| NorthRock Partners, LLC | History | Added to | 204,816 | 9,841 | 0.16% | 0.16% | 191 | +7,494 | 3.8% | Q1 2026 | May 15, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 203,571 | 9,763 | 4.04% | 3.98% | 192 | +7,319 | 3.73% | Q1 2026 | Apr 15, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 201,970 | 9,704 | 1.43% | 1.44% | 193 | -1,914 | -0.94% | Q1 2026 | Apr 21, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | New | 199,865 | 9,603 | 0.96% | — | 194 | +199,865 | New | Q1 2026 | Apr 15, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 198,258 | 9,526 | 3.45% | 3.32% | 195 | +13,652 | 7.4% | Q1 2026 | Apr 27, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 197,599 | 9,494 | 4.47% | 4.26% | 196 | +3,489 | 1.8% | Q1 2026 | May 12, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 197,082 | 9,469 | 1.99% | 2.12% | 197 | +4,314 | 2.24% | Q1 2026 | May 12, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 196,896 | 9,460 | 4.89% | 4.53% | 198 | +4,986 | 2.6% | Q1 2026 | May 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 196,610 | 9,447 | 0.32% | 0.12% | 199 | +6,314 | 3.32% | Q1 2026 | Apr 23, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 194,481 | 9,344 | 5.42% | 5.28% | 200 | +16,407 | 9.21% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 194,438 | 9,342 | 0.14% | 0.14% | 201 | +6,842 | 3.65% | Q1 2026 | May 13, 2026 |
| Breakwater Investment Management | History | Reduced | 192,129 | 9,231 | 3.43% | 4.17% | 202 | -46,565 | -19.51% | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | Added to | 191,796 | 9,215 | 0.11% | 0.09% | 203 | +37,724 | 24.48% | Q1 2026 | May 06, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 191,418 | 9,197 | 1.45% | 1.82% | 204 | -50,532 | -20.89% | Q1 2026 | Apr 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 189,961 | 9,127 | 0.78% | 0.75% | 205 | +3,026 | 1.62% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 189,443 | 9,102 | 0.11% | 0.1% | 206 | +21,113 | 12.54% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Management, Inc. | History | Added to | 188,002 | 9,033 | 3.1% | 2.86% | 207 | +18,986 | 11.23% | Q1 2026 | Apr 22, 2026 |
| Hilltop Partners LLC | History | Added to | 187,003 | 8,985 | 2.31% | 2.19% | 208 | +11,330 | 6.45% | Q1 2026 | May 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 185,839 | 8,929 | 0.68% | 0.6% | 209 | +21,765 | 13.27% | Q1 2026 | Apr 08, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 185,508 | 8,913 | 3.61% | 3.7% | 210 | +2,245 | 1.23% | Q1 2026 | May 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 185,215 | 8,899 | 0.88% | 0.88% | 211 | +3,959 | 2.18% | Q1 2026 | Apr 27, 2026 |
| Somnio Financial Group, LLC | History | Added to | 182,794 | 8,783 | 5.77% | 5.64% | 212 | +6,224 | 3.52% | Q1 2026 | Apr 09, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 181,730 | 8,732 | 0.34% | 0.16% | 213 | +151,317 | 497.54% | Q1 2026 | May 15, 2026 |
| Forum Private Client Group LLC | History | Added to | 180,871 | 8,692 | 2.9% | 2.87% | 214 | +6,293 | 3.6% | Q1 2026 | May 13, 2026 |
| Fairway Wealth LLC | History | Reduced | 179,160 | 8,608 | 2.27% | 2.36% | 215 | -198,568 | -52.57% | Q1 2026 | Apr 23, 2026 |
| GuidedMoney, LLC | History | Added to | 178,451 | 8,574 | 4.5% | 4.2% | 216 | +15,655 | 9.62% | Q1 2026 | May 05, 2026 |
| Financial Planning Navigators CORP | History | Added to | 177,713 | 8,539 | 3.74% | 3.84% | 217 | +4,739 | 2.74% | Q1 2026 | Apr 21, 2026 |
| Opes Wealth Management LLC | History | Added to | 177,569 | 8,532 | 1.4% | 1.05% | 218 | +44,562 | 33.5% | Q1 2026 | Apr 28, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 177,522 | 8,529 | 1.12% | 0.99% | 219 | +20,548 | 13.09% | Q1 2026 | May 04, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 175,513 | 8,433 | 1.14% | 1.14% | 220 | +4,004 | 2.33% | Q1 2026 | May 04, 2026 |
| rebel Financial LLC | History | Reduced | 173,825 | 8,352 | 3.62% | 3.62% | 221 | -1,316 | -0.75% | Q1 2026 | Apr 24, 2026 |
| Gould Capital, LLC | History | Added to | 173,091 | 8,317 | 5.03% | 4.61% | 222 | +18,214 | 11.76% | Q1 2026 | May 15, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Added to | 172,635 | 8,315 | 4.15% | 3.35% | 223 | +46,261 | 36.61% | Q1 2026 | May 01, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 172,058 | 8,267 | 3.5% | 3.45% | 224 | +8,019 | 4.89% | Q1 2026 | Apr 15, 2026 |
| AMG National Trust Bank | History | Reduced | 171,632 | 8,246 | 0.18% | 0.2% | 225 | -6,867 | -3.85% | Q1 2026 | May 04, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 171,521 | 8,241 | 3.03% | 2.93% | 226 | +1,073 | 0.63% | Q1 2026 | Apr 16, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 169,373 | 8,175 | 2.46% | 2.36% | 227 | +18,853 | 12.53% | Q1 2026 | May 12, 2026 |
| Strategic Blueprint, LLC | History | Added to | 167,940 | 8,069 | 0.47% | 0.41% | 228 | +24,136 | 16.78% | Q1 2026 | Apr 29, 2026 |
| Compound Planning, Inc. | History | Reduced | 166,716 | 8,010 | 0.25% | 0.26% | 229 | -14,284 | -7.89% | Q1 2026 | May 14, 2026 |
| Security Financial Services, INC. | History | No change | 164,195 | 7,933 | 1.25% | 1.25% | 230 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Center For Asset Management LLC | History | Added to | 162,431 | 7,804 | 3.88% | 3.78% | 231 | +12,708 | 8.49% | Q1 2026 | Apr 16, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 162,354 | 7,801 | 3.23% | 3.12% | 232 | +9,904 | 6.5% | Q1 2026 | Apr 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 160,335 | 7,704 | 0.0% | 0.0% | 233 | -71,791 | -30.93% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 161,077 | 7,697 | 0.28% | 0.28% | 234 | +9,376 | 6.18% | Q1 2026 | May 15, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 158,509 | 7,616 | 4.45% | 5.09% | 235 | -19,821 | -11.11% | Q1 2026 | May 01, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 156,798 | 7,570 | 1.06% | 1.06% | 236 | +4,918 | 3.24% | Q1 2026 | Apr 13, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 156,354 | 7,512 | 1.51% | 1.43% | 237 | +26,802 | 20.69% | Q1 2026 | Apr 23, 2026 |
| Sensenig Capital Advisors, Inc | History | Added to | 153,326 | 7,367 | 7.55% | 7.45% | 238 | +1,600 | 1.05% | Q1 2026 | Apr 14, 2026 |
| BDFS Capital LLC | History | Added to | 152,251 | 7,315 | 3.52% | 3.52% | 239 | +7,918 | 5.49% | Q1 2026 | Apr 15, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 149,379 | 7,177 | 4.24% | 3.98% | 241 | +14,247 | 10.54% | Q1 2026 | Apr 16, 2026 |
| Omega Financial Group, LLC | History | Added to | 149,377 | 7,177 | 2.33% | 2.27% | 240 | +6,773 | 4.75% | Q1 2026 | May 12, 2026 |
| Plum Street Advisors, LLC | History | Added to | 147,784 | 7,101 | 2.46% | 2.32% | 242 | +12,758 | 9.45% | Q1 2026 | May 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 147,501 | 7,087 | 1.33% | 1.09% | 243 | +28,370 | 23.81% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 144,488 | 6,942 | 0.2% | 0.19% | 244 | +7,337 | 5.35% | Q1 2026 | May 13, 2026 |
| KINTRA WEALTH, LLC | History | New | 143,789 | 6,909 | 0.49% | — | 245 | +143,789 | New | Q1 2026 | May 15, 2026 |
| Valpey Financial Services, LLC | History | Added to | 142,070 | 6,826 | 4.44% | 4.31% | 246 | +2,347 | 1.68% | Q1 2026 | May 11, 2026 |
| Level Wealth Management LLC | History | Added to | 138,720 | 6,665 | 3.12% | 2.81% | 247 | +25,027 | 22.01% | Q1 2026 | Apr 27, 2026 |
| Prospect Financial Group LLC | History | Added to | 137,062 | 6,585 | 6.08% | 5.78% | 248 | +8,356 | 6.49% | Q1 2026 | May 05, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 136,461 | 6,556 | 1.68% | 1.59% | 249 | +11,706 | 9.38% | Q1 2026 | Apr 09, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 135,344 | 6,503 | 1.64% | 1.49% | 250 | +3,181 | 2.41% | Q1 2026 | Apr 30, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 134,796 | 6,476 | 4.08% | 3.91% | 251 | +6,642 | 5.18% | Q1 2026 | Apr 07, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 134,062 | 6,441 | 1.04% | 1.5% | 252 | -57,220 | -29.91% | Q1 2026 | Apr 15, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 132,734 | 6,377 | 2.28% | 2.15% | 253 | +9,061 | 7.33% | Q1 2026 | May 12, 2026 |
| TRB Wealth Management, LLC | History | New | 131,971 | 6,341 | 0.9% | — | 254 | +131,971 | New | Q1 2026 | May 14, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 131,965 | 6,340 | 3.97% | 3.15% | 255 | +26,362 | 24.96% | Q1 2026 | Apr 15, 2026 |
| City State Bank | History | Added to | 131,814 | 6,333 | 1.64% | 1.68% | 256 | +5,027 | 3.96% | Q1 2026 | Apr 20, 2026 |
| Chesapeake Wealth Management | History | Reduced | 129,907 | 6,242 | 1.92% | 1.87% | 257 | -175 | -0.13% | Q1 2026 | May 18, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 129,272 | 6,211 | 0.04% | 0.03% | 258 | +11,070 | 9.37% | Q1 2026 | May 05, 2026 |
| BOKF, NA | History | Reduced | 126,546 | 6,080 | 0.09% | 0.1% | 259 | -10,009 | -7.33% | Q1 2026 | May 08, 2026 |
| Seneschal Advisors, LLC | History | Added to | 124,920 | 6,002 | 4.46% | 4.28% | 260 | +4,571 | 3.8% | Q1 2026 | May 08, 2026 |
| CGN Advisors LLC | History | Reduced | 124,283 | 5,971 | 0.47% | 0.5% | 261 | -5,865 | -4.51% | Q1 2026 | Apr 13, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 123,415 | 5,930 | 3.71% | 2.12% | 262 | +50,565 | 69.41% | Q1 2026 | Apr 28, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 123,274 | 5,923 | 2.77% | 2.8% | 263 | +2,248 | 1.86% | Q1 2026 | Apr 24, 2026 |
| Savvy Advisors, Inc. | History | Added to | 122,817 | 5,901 | 0.16% | 0.06% | 264 | +83,992 | 216.33% | Q1 2026 | May 11, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 121,749 | 5,850 | 1.06% | 1.12% | 265 | +23 | 0.02% | Q1 2026 | Apr 13, 2026 |
| BRIGHTON SECURITIES CORP. | History | Reduced | 121,180 | 5,822 | 2.8% | 3.12% | 266 | -9,611 | -7.35% | Q1 2026 | Apr 29, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 120,000 | 5,766 | 0.34% | 0.33% | 267 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| United Financial Planning Group LLC | History | Added to | 118,846 | 5,710 | 3.38% | 2.98% | 268 | +17,317 | 17.06% | Q1 2026 | May 08, 2026 |
| Vanguard National Trust Co | History | New | 118,678 | 5,702 | 0.36% | — | 269 | +118,678 | New | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 118,482 | 5,693 | 0.01% | 0.01% | 270 | +33,347 | 39.17% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 118,351 | 5,687 | 0.15% | 0.12% | 271 | +32,722 | 38.21% | Q1 2026 | May 14, 2026 |
| Manuka Financial, LLC | History | Reduced | 117,991 | 5,669 | 3.5% | 3.61% | 272 | -2,305 | -1.92% | Q1 2026 | May 07, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 117,853 | 5,662 | 0.56% | 0.5% | 273 | +13,366 | 12.79% | Q1 2026 | Apr 30, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 117,791 | 5,659 | 1.74% | 1.58% | 274 | +9,330 | 8.6% | Q1 2026 | Apr 13, 2026 |
| Auour Investments LLC | History | Added to | 117,262 | 5,634 | 1.77% | 1.78% | 275 | +1,604 | 1.39% | Q1 2026 | Apr 20, 2026 |
| Five Pine Wealth Management | History | Added to | 116,352 | 5,590 | 3.48% | 3.3% | 276 | +9,910 | 9.31% | Q1 2026 | Apr 16, 2026 |
| Baird Financial Group, Inc. | History | Added to | 115,849 | 5,566 | 0.01% | 0.01% | 277 | +4,364 | 3.91% | Q1 2026 | May 14, 2026 |
| TTP Investments, Inc. | History | New | 114,679 | 5,510 | 2.3% | — | 278 | +114,679 | New | Q1 2026 | Apr 16, 2026 |
| Sagace Wealth Management LLC | History | New | 114,508 | 5,502 | 3.69% | — | 279 | +114,508 | New | Q1 2026 | Apr 29, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 114,201 | 5,487 | 2.79% | 2.79% | 280 | +6,038 | 5.58% | Q1 2026 | May 15, 2026 |
| Horizons Wealth Management | History | Reduced | 113,882 | 5,472 | 3.59% | 3.7% | 281 | -2,892 | -2.48% | Q1 2026 | Apr 02, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 113,064 | 5,403 | 0.34% | 0.25% | 282 | +2,909 | 2.64% | Q1 2026 | Apr 24, 2026 |
| FIRST HORIZON CORP | History | Reduced | 112,182 | 5,390 | 0.23% | 0.3% | 283 | -25,790 | -18.69% | Q1 2026 | Apr 30, 2026 |
| Trek Financial, LLC | History | Added to | 112,161 | 5,389 | 0.29% | 0.15% | 284 | +56,833 | 102.72% | Q1 2026 | May 13, 2026 |
| Baron Financial Group, LLC | History | Added to | 111,972 | 5,380 | 2.9% | 2.73% | 285 | +6,547 | 6.21% | Q1 2026 | Apr 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 663,834 | 5,370 | 0.25% | 0.14% | 286 | -132,786 | -16.67% | Q1 2026 | May 15, 2026 |
| Frisco Financial Planning LLC | History | Reduced | 111,307 | 5,348 | 4.41% | 6.01% | 287 | -37,573 | -25.24% | Q1 2026 | May 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 110,492 | 5,309 | 0.01% | 0.01% | 288 | +26,617 | 31.73% | Q1 2026 | May 05, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 109,108 | 5,242 | 2.12% | 2.04% | 289 | +2,147 | 2.01% | Q1 2026 | Apr 28, 2026 |
| TSA Wealth Managment LLC | History | Added to | 105,772 | 5,082 | 1.64% | 1.38% | 290 | +19,746 | 22.95% | Q1 2026 | May 01, 2026 |
| Values Added Financial LLC | History | Reduced | 105,019 | 5,046 | 2.12% | 4.04% | 291 | -93,215 | -47.02% | Q1 2026 | Apr 20, 2026 |
| Csenge Advisory Group | History | Reduced | 104,318 | 5,012 | 0.23% | 0.24% | 292 | -6,068 | -5.5% | Q1 2026 | Apr 30, 2026 |
| Lake Hills Wealth Management, LLC | History | New | 104,230 | 5,008 | 2.8% | — | 293 | +104,230 | New | Q1 2026 | Apr 10, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 103,089 | 4,953 | 1.24% | 1.22% | 294 | +4,468 | 4.53% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 102,909 | 4,944 | 0.19% | 0.19% | 295 | -495 | -0.48% | Q1 2026 | May 12, 2026 |
| Tandem Financial, LLC | History | New | 101,937 | 4,898 | 1.56% | — | 296 | +101,937 | New | Q1 2026 | May 08, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 101,371 | 4,870 | 1.25% | 1.25% | 297 | +2,850 | 2.89% | Q1 2026 | May 01, 2026 |
| Veery Capital, LLC | History | Added to | 100,842 | 4,845 | 1.49% | 1.46% | 298 | +2,342 | 2.38% | Q1 2026 | Apr 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 121,355 | 4,748 | 0.12% | 0.11% | 299 | +4,578 | 3.92% | Q1 2026 | Apr 29, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 98,054 | 4,711 | 0.86% | 0.81% | 300 | +8,163 | 9.08% | Q1 2026 | Apr 17, 2026 |