VANGUARD BOND INDEX FUNDS - BSV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 45,430,446 | 3,562,201 | 5.27% | 4.98% | 1 | +3,986,567 | 9.62% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 37,384,791 | 2,931,341 | 1.99% | 1.47% | 2 | +11,278,076 | 43.2% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 33,221,965 | 2,601,279 | 0.17% | 0.16% | 3 | +884,330 | 2.73% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 31,520,462 | 2,471,519 | 0.66% | 0.57% | 4 | +7,010,093 | 28.6% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 24,398,046 | 1,913,050 | 0.12% | 0.14% | 5 | -6,155,525 | -20.15% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Added to | 22,545,470 | 1,767,790 | 4.59% | 4.46% | 6 | +1,573,272 | 7.5% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 19,710,804 | 1,545,524 | 0.18% | 0.18% | 7 | +1,174,079 | 6.33% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 17,525,641 | 1,374,185 | 5.57% | 6.34% | 8 | -2,099,297 | -10.7% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,644,333 | 991,442 | 0.07% | 0.06% | 9 | +2,845,980 | 29.05% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 11,574,338 | 907,543 | 0.12% | 0.11% | 10 | +170,977 | 1.5% | Q1 2026 | May 14, 2026 |
| Truepoint, Inc. | History | Added to | 7,217,987 | 565,962 | 12.62% | 12.38% | 11 | +238,431 | 3.42% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 7,122,050 | 558,439 | 0.15% | 0.15% | 12 | +294,671 | 4.32% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,435,212 | 504,583 | 0.88% | 0.94% | 13 | +145,520 | 2.31% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,107,968 | 478,925 | 0.09% | 0.09% | 14 | +89,538 | 1.49% | Q1 2026 | May 11, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 3,904,033 | 306,115 | 8.86% | 8.88% | 15 | +50,808 | 1.32% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,901,473 | 305,914 | 0.09% | 0.09% | 16 | +260,281 | 7.15% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 3,880,195 | 304,246 | 0.05% | 0.05% | 17 | +298,742 | 8.34% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,615,309 | 282,362 | 0.4% | 0.34% | 18 | +336,143 | 10.25% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,461,252 | 271,397 | 0.05% | 0.04% | 19 | +185,165 | 5.65% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 3,401,273 | 266,694 | 0.38% | 0.38% | 20 | +108,103 | 3.28% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,378,481 | 264,906 | 1.48% | 1.29% | 21 | +450,453 | 15.38% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,896,476 | 227,112 | 0.04% | 0.04% | 22 | +135,589 | 4.91% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,847,873 | 223,301 | 0.31% | 0.3% | 23 | -48,560 | -1.68% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 2,562,512 | 200,926 | 0.21% | 0.2% | 24 | +235,146 | 10.1% | Q1 2026 | May 13, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 2,482,487 | 194,651 | 12.02% | 11.44% | 25 | +92,921 | 3.89% | Q1 2026 | Apr 29, 2026 |
| Purpose Unlimited Inc. | History | Added to | 2,281,126 | 178,863 | 7.39% | 5.08% | 26 | +871,032 | 61.77% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 2,274,500 | 178,343 | 0.91% | 0.89% | 27 | -61,500 | -2.63% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 2,136,503 | 167,523 | 0.19% | 0.19% | 28 | +69,103 | 3.34% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,052,704 | 160,952 | 0.02% | 0.03% | 29 | +868 | 0.04% | Q1 2026 | May 15, 2026 |
| WIT, LLC | History | Added to | 2,007,422 | 157,401 | 2.97% | 1.77% | 30 | +885,260 | 78.89% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,922,954 | 150,740 | 0.93% | 1.31% | 31 | -846,537 | -30.57% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,876,808 | 147,160 | 0.2% | 0.22% | 32 | -190,101 | -9.2% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,832,755 | 143,221 | 0.07% | 0.07% | 33 | +303,802 | 19.87% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,822,593 | 142,945 | 0.21% | 0.19% | 34 | +147,868 | 8.83% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Reduced | 1,655,982 | 130,110 | 1.93% | 2.59% | 35 | -5,592 | -0.34% | Q1 2026 | Apr 20, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,610,639 | 126,290 | 1.5% | 1.49% | 36 | +75,730 | 4.93% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,605,463 | 125,884 | 0.08% | 0.08% | 37 | +95,706 | 6.34% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,590,842 | 124,737 | 0.23% | 0.22% | 38 | +710,115 | 80.63% | Q1 2026 | May 01, 2026 |
| National Philanthropic Trust | History | Added to | 1,539,713 | 120,728 | 1.29% | 0.64% | 39 | +716,031 | 86.93% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,419,468 | 111,301 | 0.29% | 0.27% | 40 | +114,859 | 8.8% | Q1 2026 | Apr 30, 2026 |
| RW Investment Management LLC | History | New | 1,337,847 | 104,900 | 10.15% | — | 41 | +1,337,847 | New | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Added to | 1,296,496 | 101,838 | 0.5% | 0.47% | 42 | +145,508 | 12.64% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | Reduced | 1,257,104 | 98,547 | 4.29% | 4.42% | 43 | -11,165 | -0.88% | Q1 2026 | May 08, 2026 |
| DAVENPORT & Co LLC | History | Added to | 1,247,485 | 97,815 | 0.53% | 0.49% | 44 | +87,880 | 7.58% | Q1 2026 | Apr 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,244,775 | 97,792 | 0.02% | 0.02% | 45 | +64,414 | 5.46% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,227,073 | 96,214 | 0.51% | 0.65% | 46 | +51,463 | 4.38% | Q1 2026 | May 15, 2026 |
| RS CRUM INC. | History | Added to | 1,192,235 | 93,483 | 18.08% | 17.62% | 47 | +73,202 | 6.54% | Q1 2026 | Apr 15, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 1,178,149 | 92,378 | 2.8% | 2.34% | 48 | +176,295 | 17.6% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 1,165,049 | 91,351 | 1.47% | 1.41% | 49 | +66,140 | 6.02% | Q1 2026 | Apr 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 1,059,778 | 83,097 | 0.5% | 0.48% | 50 | +60,808 | 6.09% | Q1 2026 | May 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,051,293 | 82,431 | 0.58% | 0.61% | 51 | +36,844 | 3.63% | Q1 2026 | Apr 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,047,720 | 82,152 | 0.2% | 0.17% | 52 | +103,470 | 10.96% | Q1 2026 | Apr 22, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 1,030,165 | 80,775 | 1.03% | 1.02% | 53 | -1,082 | -0.1% | Q1 2026 | May 15, 2026 |
| LM Advisors LLC | History | Reduced | 5,856 | 74,684 | 1.18% | 1.34% | 54 | -30 | -0.51% | Q1 2026 | May 13, 2026 |
| Martel Wealth Advisors LLC | History | Added to | 938,279 | 73,570 | 12.52% | 11.9% | 55 | +53,940 | 6.1% | Q1 2026 | May 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 883,412 | 69,268 | 0.38% | 1.23% | 56 | -3,566,035 | -80.15% | Q1 2026 | Apr 29, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 883,399 | 69,267 | 2.63% | 2.36% | 57 | +74,086 | 9.15% | Q1 2026 | Apr 16, 2026 |
| Integris Wealth Management, LLC | History | Added to | 852,779 | 66,866 | 15.37% | 14.63% | 58 | +36,824 | 4.51% | Q1 2026 | Apr 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 845,989 | 66,334 | 0.07% | 0.07% | 59 | +579 | 0.07% | Q1 2026 | May 05, 2026 |
| Windward Private Wealth Management Inc. | History | Added to | 843,187 | 66,114 | 22.85% | 22.45% | 60 | +20,811 | 2.53% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 840,618 | 65,912 | 0.06% | 0.06% | 61 | -10,713 | -1.26% | Q1 2026 | May 12, 2026 |
| Gemmer Asset Management LLC | History | Added to | 820,442 | 64,330 | 5.08% | 4.52% | 62 | +75,171 | 10.09% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 820,049 | 64,300 | 0.18% | 0.17% | 63 | -49,289 | -5.67% | Q1 2026 | May 04, 2026 |
| VANGUARD GROUP INC | History | No change | 804,823 | 63,427 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 800,052 | 62,732 | 5.75% | 5.68% | 65 | +50,095 | 6.68% | Q1 2026 | Apr 23, 2026 |
| VANGUARD ADVISERS INC | History | New | 788,554 | 61,830 | 0.24% | — | 66 | +788,554 | New | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | Added to | 760,204 | 59,607 | 1.57% | 1.61% | 67 | +46,649 | 6.54% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 751,045 | 58,889 | 0.28% | 0.24% | 68 | +216,428 | 40.48% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 744,552 | 58,378 | 0.59% | 0.25% | 69 | +481,254 | 182.78% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 737,194 | 58,098 | 0.23% | 0.23% | 70 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 725,647 | 56,897 | 0.66% | 0.69% | 71 | +3,239 | 0.45% | Q1 2026 | May 08, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 705,781 | 55,340 | 4.29% | 4.7% | 72 | -76,392 | -9.77% | Q1 2026 | Apr 24, 2026 |
| TD Capital Management LLC | History | Reduced | 694,812 | 54,480 | 4.9% | 4.95% | 73 | -13,122 | -1.85% | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | Added to | 684,544 | 53,675 | 0.74% | 0.77% | 74 | +5,997 | 0.88% | Q1 2026 | Apr 08, 2026 |
| Trajan Wealth LLC | History | Added to | 684,435 | 53,666 | 2.17% | 2.04% | 75 | +61,644 | 9.9% | Q1 2026 | May 13, 2026 |
| Efficient Advisors, LLC | History | Reduced | 639,290 | 50,126 | 3.56% | 3.55% | 76 | -131,330 | -17.04% | Q1 2026 | Apr 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 633,874 | 49,702 | 0.55% | 0.65% | 77 | +20,485 | 3.34% | Q1 2026 | May 15, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 628,847 | 49,307 | 6.42% | 6.37% | 78 | +14,154 | 2.3% | Q1 2026 | Apr 28, 2026 |
| Betterment LLC | History | Added to | 628,308 | 49,266 | 0.09% | 0.09% | 79 | +13,911 | 2.26% | Q1 2026 | May 14, 2026 |
| Symmetry Partners, LLC | History | Reduced | 620,410 | 48,646 | 2.78% | 2.9% | 80 | -1,496 | -0.24% | Q1 2026 | Apr 27, 2026 |
| International City Management Association Retirement Corp | History | No change | 599,500 | 47,006 | 24.08% | 23.99% | 81 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 588,387 | 45,988 | 0.43% | 0.4% | 82 | +109,591 | 22.89% | Q1 2026 | Apr 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 564,718 | 44,279 | 1.35% | 1.01% | 83 | +217,378 | 62.58% | Q1 2026 | May 15, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 550,056 | 43,129 | 7.6% | 7.55% | 84 | +25,712 | 4.9% | Q1 2026 | Apr 17, 2026 |
| Annandale Capital, LLC | History | Added to | 547,601 | 42,937 | 6.06% | 5.03% | 85 | +9,044 | 1.68% | Q1 2026 | May 15, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 543,467 | 42,613 | 5.93% | 5.63% | 86 | +37,773 | 7.47% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 517,565 | 40,582 | 0.06% | 0.06% | 87 | +63,454 | 13.97% | Q1 2026 | May 14, 2026 |
| Clark Asset Management, LLC | History | Added to | 517,528 | 40,579 | 3.81% | 3.83% | 88 | +49,125 | 10.49% | Q1 2026 | Apr 16, 2026 |
| Old Peak Finance LLC | History | Added to | 505,452 | 39,632 | 23.14% | 23.43% | 89 | +23,814 | 4.94% | Q1 2026 | Apr 24, 2026 |
| Partners in Financial Planning | History | Added to | 477,374 | 37,430 | 6.21% | 6.21% | 90 | +11,945 | 2.57% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 476,098 | 37,330 | 0.32% | 0.24% | 91 | +67,107 | 16.41% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 462,288 | 36,247 | 0.04% | 0.04% | 92 | +38,660 | 9.13% | Q1 2026 | May 13, 2026 |
| Human Investing LLC | History | Reduced | 449,426 | 35,239 | 5.13% | 5.22% | 93 | -19,643 | -4.19% | Q1 2026 | May 07, 2026 |
| Savvy Advisors, Inc. | History | Added to | 440,801 | 34,563 | 0.92% | 1.01% | 94 | +44,356 | 11.19% | Q1 2026 | May 11, 2026 |
| Wealthquest Corp | History | No change | 436,928 | 34,434 | 2.6% | 2.6% | 95 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 436,375 | 34,098 | 3.4% | 3.05% | 96 | +33,856 | 8.41% | Q1 2026 | May 12, 2026 |
| PDS Planning, Inc | History | Added to | 432,009 | 33,873 | 2.23% | 2.16% | 97 | +21,487 | 5.23% | Q1 2026 | Apr 21, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 421,566 | 33,054 | 3.39% | 3.06% | 98 | +14,721 | 3.62% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 421,109 | 33,019 | 0.77% | 0.81% | 99 | -3,540 | -0.83% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 412,409 | 32,336 | 0.37% | 0.39% | 100 | -34,986 | -7.82% | Q1 2026 | May 05, 2026 |
| BARR E S & CO | History | Reduced | 407,575 | 31,957 | 1.86% | 1.74% | 101 | -16,900 | -3.98% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 396,953 | 31,125 | 0.24% | 0.24% | 102 | +33,115 | 9.1% | Q1 2026 | Apr 07, 2026 |
| BlackRock, Inc. | History | Added to | 386,215 | 30,283 | 0.0% | 0.0% | 103 | +13,266 | 3.56% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 381,909 | 29,945 | 0.64% | 0.67% | 104 | -31,394 | -7.6% | Q1 2026 | May 15, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 377,685 | 29,614 | 9.1% | 8.55% | 105 | +22,403 | 6.31% | Q1 2026 | Apr 21, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 377,154 | 29,572 | 0.78% | 0.69% | 106 | +36,238 | 10.63% | Q1 2026 | May 01, 2026 |
| Avior Wealth Management, LLC | History | Added to | 376,993 | 29,560 | 0.84% | 0.9% | 107 | +11,216 | 3.07% | Q1 2026 | Apr 09, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 373,249 | 29,266 | 0.02% | 0.01% | 108 | +3,337 | 0.9% | Q1 2026 | May 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 373,051 | 29,250 | 0.11% | 0.1% | 109 | +3,360 | 0.91% | Q1 2026 | Apr 30, 2026 |
| Compass Planning Associates Inc | History | Added to | 365,753 | 28,678 | 18.34% | 15.76% | 110 | +77,027 | 26.68% | Q1 2026 | Apr 21, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 353,073 | 27,684 | 1.56% | 1.64% | 111 | -35,826 | -9.21% | Q1 2026 | May 08, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 343,535 | 26,936 | 0.62% | 0.97% | 112 | +88,849 | 34.89% | Q1 2026 | Apr 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 342,525 | 26,857 | 0.08% | 0.07% | 113 | +10,372 | 3.12% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Added to | 337,328 | 26,449 | 0.3% | 0.29% | 114 | +11,500 | 3.53% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 343,200 | 26,349 | 0.05% | 0.06% | 115 | -185,902 | -35.14% | Q1 2026 | Apr 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 334,353 | 26,216 | 0.01% | 0.01% | 116 | +48,424 | 16.94% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 330,177 | 25,889 | 1.98% | 1.9% | 117 | +11,564 | 3.63% | Q1 2026 | Apr 08, 2026 |
| ASSETMARK, INC | History | Added to | 310,693 | 24,361 | 0.05% | 0.05% | 118 | +5,700 | 1.87% | Q1 2026 | May 06, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 305,899 | 23,985 | 2.5% | 2.47% | 119 | +10,725 | 3.63% | Q1 2026 | Apr 08, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 299,303 | 23,480 | 5.3% | 5.36% | 120 | +3,494 | 1.18% | Q1 2026 | Apr 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 297,233 | 23,306 | 0.27% | 0.35% | 121 | -91,573 | -23.55% | Q1 2026 | Apr 20, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 295,424 | 23,164 | 2.44% | 1.81% | 122 | +171,502 | 138.4% | Q1 2026 | Apr 17, 2026 |
| KWMG, LLC | History | Added to | 291,229 | 22,835 | 1.91% | 1.85% | 123 | +19,384 | 7.13% | Q1 2026 | Apr 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 286,621 | 22,473 | 0.11% | 0.1% | 124 | +18,127 | 6.75% | Q1 2026 | Apr 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 288,159 | 22,464 | 0.29% | 0.31% | 125 | -8,811 | -2.97% | Q1 2026 | May 06, 2026 |
| BetterWealth, LLC | History | Added to | 285,657 | 22,398 | 4.39% | 4.94% | 126 | +10,788 | 3.92% | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 285,464 | 22,383 | 0.11% | 0.12% | 127 | +14,027 | 5.17% | Q1 2026 | May 08, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 280,435 | 21,988 | 6.22% | 5.73% | 128 | -185,651 | -39.83% | Q1 2026 | Apr 24, 2026 |
| XML Financial, LLC | History | Added to | 271,551 | 21,292 | 1.72% | 1.61% | 129 | +20,616 | 8.22% | Q1 2026 | Apr 16, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 268,082 | 21,020 | 8.0% | 7.65% | 130 | +19,933 | 8.03% | Q1 2026 | Apr 15, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 267,060 | 20,940 | 3.0% | 3.0% | 131 | +659 | 0.25% | Q1 2026 | Apr 27, 2026 |
| Lutz Financial Services LLC | History | Reduced | 264,007 | 20,700 | 1.39% | 1.44% | 132 | -4,017 | -1.5% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | Added to | 263,832 | 20,687 | 0.25% | 0.22% | 133 | +12,029 | 4.78% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 261,143 | 20,476 | 0.33% | 0.33% | 134 | +20,877 | 8.69% | Q1 2026 | Apr 22, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 257,919 | 20,223 | 1.55% | 1.46% | 135 | +9,581 | 3.86% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 254,526 | 19,957 | 0.01% | 0.01% | 136 | +27,684 | 12.2% | Q1 2026 | May 11, 2026 |
| McAdam, LLC | History | Added to | 254,006 | 19,916 | 0.9% | 0.86% | 137 | +14,324 | 5.98% | Q1 2026 | May 08, 2026 |
| Evolution Advisers, Inc. | History | Added to | 252,921 | 19,831 | 8.36% | 7.95% | 138 | +19,844 | 8.51% | Q1 2026 | May 01, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 250,969 | 19,678 | 3.87% | 3.86% | 139 | +4,116 | 1.67% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 245,544 | 19,253 | 0.07% | 0.07% | 140 | +38,386 | 18.53% | Q1 2026 | Apr 30, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 243,468 | 19,090 | 4.12% | 3.98% | 141 | +16,112 | 7.09% | Q1 2026 | Apr 13, 2026 |
| MilWealth Group LLC | History | Added to | 243,212 | 19,070 | 4.54% | 4.44% | 142 | +6,340 | 2.68% | Q1 2026 | May 01, 2026 |
| Stephenson & Company, Inc. | History | Added to | 242,227 | 18,993 | 10.3% | 10.05% | 143 | +9,965 | 4.29% | Q1 2026 | May 12, 2026 |
| Waterford Advisors, LLC | History | New | 396,082 | 18,928 | 6.0% | — | 144 | +396,082 | New | Q1 2026 | May 15, 2026 |
| Fort Henry Capital, LLC | History | Added to | 241,349 | 18,924 | 11.44% | 11.16% | 145 | +10,210 | 4.42% | Q1 2026 | Apr 20, 2026 |
| Brewster Financial Planning LLC | History | Added to | 240,196 | 18,833 | 11.39% | 11.45% | 146 | +3,736 | 1.58% | Q1 2026 | May 04, 2026 |
| Factor Wealth Management LTD | History | Added to | 240,073 | 18,824 | 3.54% | 3.7% | 147 | +22,404 | 10.29% | Q1 2026 | Apr 20, 2026 |
| NWAM LLC | History | Added to | 239,528 | 18,781 | 1.08% | 1.02% | 148 | +8,517 | 3.69% | Q1 2026 | May 04, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 238,360 | 18,689 | 0.22% | 0.23% | 149 | -9,165 | -3.7% | Q1 2026 | May 06, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 237,095 | 18,590 | 2.23% | 2.21% | 150 | +17,076 | 7.76% | Q1 2026 | Apr 24, 2026 |
| eCIO, Inc. | History | Added to | 227,413 | 17,831 | 7.83% | 7.08% | 151 | +34,405 | 17.83% | Q1 2026 | Apr 14, 2026 |
| Level Financial Advisors | History | Added to | 226,780 | 17,781 | 4.54% | 4.37% | 152 | +16,960 | 8.08% | Q1 2026 | Apr 10, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 223,670 | 17,537 | 7.56% | 7.49% | 153 | +13,520 | 6.43% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 222,935 | 17,480 | 0.01% | 0.01% | 154 | -9,255 | -3.99% | Q1 2026 | May 13, 2026 |
| Tillman Hartley LLC | History | Added to | 219,178 | 17,185 | 4.31% | 4.15% | 155 | +9,182 | 4.37% | Q1 2026 | May 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 218,413 | 17,125 | 0.03% | 0.03% | 156 | -4,706 | -2.11% | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | Added to | 212,408 | 16,654 | 0.7% | 0.74% | 157 | +2,364 | 1.13% | Q1 2026 | Apr 30, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 211,843 | 16,610 | 5.07% | 5.16% | 158 | +11,079 | 5.52% | Q1 2026 | Apr 29, 2026 |
| HTG Investment Advisors, Inc. | History | Reduced | 211,339 | 16,571 | 4.71% | 5.51% | 159 | -16,057 | -7.06% | Q1 2026 | Apr 27, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 210,004 | 16,466 | 0.16% | 0.17% | 160 | -8,314 | -3.81% | Q1 2026 | May 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 208,114 | 16,318 | 0.34% | 0.36% | 161 | -8,347 | -3.86% | Q1 2026 | Apr 27, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 204,233 | 16,013 | 9.6% | 9.95% | 162 | +3,341 | 1.66% | Q1 2026 | Apr 27, 2026 |
| HUB Investment Partners, LLC | History | New | 201,104 | 15,768 | 0.38% | — | 163 | +201,104 | New | Q1 2026 | May 15, 2026 |
| Safir Wealth Advisors, LLC | History | Added to | 199,163 | 15,616 | 11.29% | 10.96% | 164 | +775 | 0.39% | Q1 2026 | Apr 08, 2026 |
| Brookstone Capital Management | History | Added to | 193,999 | 15,211 | 0.17% | 0.17% | 165 | +8,507 | 4.59% | Q1 2026 | Apr 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 193,169 | 15,146 | 0.02% | 0.07% | 166 | -542,431 | -73.74% | Q1 2026 | May 14, 2026 |
| OneAscent Financial Services LLC | History | Added to | 193,117 | 15,142 | 0.82% | 0.71% | 167 | +94,665 | 96.15% | Q1 2026 | Apr 21, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 186,624 | 14,633 | 0.23% | 0.24% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | Added to | 185,456 | 14,541 | 0.68% | 0.64% | 169 | +4,870 | 2.7% | Q1 2026 | May 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 185,081 | 14,512 | 0.83% | 0.76% | 170 | +23,773 | 14.74% | Q1 2026 | Apr 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 184,993 | 14,505 | 0.01% | 0.01% | 171 | -15,901 | -7.92% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 184,524 | 14,468 | 0.01% | 0.02% | 172 | -107,140 | -36.73% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 183,970 | 14,425 | 0.16% | 0.15% | 173 | +18,016 | 10.86% | Q1 2026 | Apr 20, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 181,550 | 14,235 | 0.42% | 0.39% | 174 | +15,788 | 9.52% | Q1 2026 | Apr 14, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 179,972 | 14,108 | 0.99% | 1.03% | 175 | +7,481 | 4.34% | Q1 2026 | Apr 24, 2026 |
| Vertrix Wealth Management, LLC | History | New | 179,315 | 14,060 | 5.18% | — | 176 | +179,315 | New | Q1 2026 | Apr 24, 2026 |
| Disciplina Capital Management LLC | History | Added to | 179,219 | 14,052 | 1.49% | 1.41% | 177 | +23,014 | 14.73% | Q1 2026 | May 07, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 179,097 | 14,042 | 3.64% | 3.49% | 178 | +9,536 | 5.62% | Q1 2026 | Apr 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 176,606 | 13,847 | 0.25% | 0.19% | 179 | +49,099 | 38.51% | Q1 2026 | May 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 176,236 | 13,818 | 0.57% | 0.52% | 180 | +16,458 | 10.3% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Reduced | 175,057 | 13,726 | 0.05% | 0.06% | 181 | -47,371 | -21.3% | Q1 2026 | May 12, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 174,383 | 13,673 | 6.38% | 6.04% | 182 | +11,967 | 7.37% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 173,400 | 13,596 | 0.17% | 0.17% | 183 | +6,690 | 4.01% | Q1 2026 | May 12, 2026 |
| Frankly Finances, LLC | History | Added to | 171,370 | 13,437 | 12.16% | 12.39% | 184 | +5,588 | 3.37% | Q1 2026 | Apr 29, 2026 |
| Oath Planning, LLC | History | Added to | 169,639 | 13,301 | 11.82% | 10.71% | 185 | +31,870 | 23.13% | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 169,118 | 13,261 | 0.02% | 0.02% | 186 | +8,551 | 5.33% | Q1 2026 | May 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 168,036 | 13,175 | 0.36% | 0.36% | 187 | +4,250 | 2.59% | Q1 2026 | Apr 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 167,124 | 13,103 | 0.01% | 0.04% | 188 | -353,466 | -67.9% | Q1 2026 | May 14, 2026 |
| Stone Summit Wealth LLC | History | Added to | 166,443 | 13,050 | 3.63% | 3.26% | 189 | +13,932 | 9.14% | Q1 2026 | Apr 22, 2026 |
| Waterloo Capital, L.P. | History | Added to | 165,432 | 12,971 | 0.91% | 0.54% | 190 | +70,625 | 74.49% | Q1 2026 | May 12, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 163,758 | 12,905 | 12.4% | 12.4% | 191 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 164,517 | 12,881 | 0.47% | 0.42% | 192 | +25,522 | 18.36% | Q1 2026 | May 15, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 163,967 | 12,856 | 12.14% | — | 193 | +163,967 | New | Q1 2026 | May 14, 2026 |
| AMES NATIONAL CORP | History | Added to | 163,072 | 12,786 | 7.67% | 6.92% | 194 | +12,986 | 8.65% | Q1 2026 | May 12, 2026 |
| Colter Lewis Investment Partners LLC | History | Added to | 163,009 | 12,781 | 12.02% | 0.32% | 195 | +159,459 | 4491.8% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 162,187 | 12,717 | 0.23% | 0.24% | 196 | +1,745 | 1.09% | Q1 2026 | Apr 17, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 161,542 | 12,666 | 5.33% | 5.38% | 197 | -219 | -0.14% | Q1 2026 | May 15, 2026 |
| Eaton-Cambridge Inc. | History | Reduced | 161,346 | 12,651 | 3.96% | 4.41% | 198 | -9,145 | -5.36% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Added to | 160,917 | 12,617 | 0.36% | 0.35% | 199 | +7,416 | 4.83% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 159,916 | 12,539 | 0.15% | 0.16% | 200 | +1,317 | 0.83% | Q1 2026 | Apr 20, 2026 |
| REDW Wealth LLC | History | Reduced | 159,268 | 12,488 | 4.98% | 5.02% | 201 | -7,749 | -4.64% | Q1 2026 | May 07, 2026 |
| ALPS ADVISORS INC | History | Reduced | 158,928 | 12,461 | 0.06% | 0.18% | 202 | -230,396 | -59.18% | Q1 2026 | May 08, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 157,154 | 12,322 | 7.78% | 8.29% | 203 | +3,355 | 2.18% | Q1 2026 | May 11, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 157,035 | 12,313 | 1.79% | 1.66% | 204 | +8,110 | 5.45% | Q1 2026 | Apr 08, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 154,771 | 12,135 | 2.11% | 1.92% | 205 | +13,263 | 9.37% | Q1 2026 | Apr 17, 2026 |
| Parker Financial LLC | History | Added to | 152,228 | 11,912 | 4.76% | 4.47% | 206 | +12,229 | 8.74% | Q1 2026 | Apr 21, 2026 |
| Mutual Advisors, LLC | History | Added to | 151,470 | 11,876 | 0.25% | 0.24% | 207 | +11,694 | 8.37% | Q1 2026 | May 01, 2026 |
| DiPaolo Financial Group, Inc. | History | Added to | 150,688 | 11,815 | 8.6% | 9.48% | 208 | +37,730 | 33.4% | Q1 2026 | Apr 23, 2026 |
| COMMERCE BANK | History | Added to | 150,229 | 11,779 | 0.06% | 0.04% | 209 | +51,482 | 52.14% | Q1 2026 | May 11, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Reduced | 149,538 | 11,725 | 2.01% | 2.0% | 210 | -7,146 | -4.56% | Q1 2026 | Apr 16, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 147,485 | 11,564 | 4.43% | 4.28% | 211 | +7,987 | 5.73% | Q1 2026 | May 05, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 147,436 | 11,560 | 3.92% | 2.7% | 212 | +49,779 | 50.97% | Q1 2026 | Apr 17, 2026 |
| City State Bank | History | Added to | 146,766 | 11,507 | 2.99% | 2.82% | 213 | +16,102 | 12.32% | Q1 2026 | Apr 20, 2026 |
| Pines Wealth Management, LLC | History | Added to | 146,105 | 11,456 | 3.71% | 2.19% | 214 | +60,149 | 69.98% | Q1 2026 | Apr 08, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 145,719 | 11,425 | 0.05% | 0.05% | 215 | -3,445 | -2.31% | Q1 2026 | May 13, 2026 |
| CGN Advisors LLC | History | Added to | 145,551 | 11,412 | 0.9% | 0.87% | 216 | +6,704 | 4.83% | Q1 2026 | Apr 13, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 143,423 | 11,245 | 6.53% | 6.58% | 217 | +7,369 | 5.42% | Q1 2026 | May 12, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 143,160 | 11,225 | 4.55% | 4.67% | 218 | +1,465 | 1.03% | Q1 2026 | May 12, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | No change | 143,018 | 11,214 | 1.32% | 0.71% | 219 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fidato Wealth LLC | History | Added to | 141,360 | 11,084 | 7.2% | 6.93% | 220 | +3,674 | 2.67% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 140,115 | 10,986 | 0.06% | 0.05% | 221 | +13,565 | 10.72% | Q1 2026 | May 05, 2026 |
| Cornerstone Investment Partners, LLC | History | Reduced | 140,067 | 10,982 | 0.46% | 0.43% | 222 | -123 | -0.09% | Q1 2026 | May 08, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 139,622 | 10,947 | 0.37% | 0.38% | 223 | +27 | 0.02% | Q1 2026 | May 14, 2026 |
| Torrey-Payne Wealth Management, LLC | History | Added to | 139,066 | 10,904 | 10.0% | 9.71% | 224 | +1,530 | 1.11% | Q1 2026 | May 05, 2026 |
| Crews Bank & Trust | History | Added to | 138,627 | 10,869 | 1.58% | 1.52% | 225 | +3,554 | 2.63% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 138,278 | 10,842 | 0.09% | 0.04% | 226 | +93,765 | 210.65% | Q1 2026 | May 15, 2026 |
| Exeter Financial, LLC | History | Added to | 137,992 | 10,819 | 4.42% | 4.6% | 227 | +619 | 0.45% | Q1 2026 | Apr 23, 2026 |
| Tribridge Partners Financial LLC | History | Reduced | 137,258 | 10,736 | 4.44% | 4.55% | 228 | -520 | -0.38% | Q1 2026 | Apr 15, 2026 |
| VCI Wealth Management LLC | History | Added to | 135,800 | 10,648 | 2.95% | 2.65% | 229 | +14,644 | 12.09% | Q1 2026 | Apr 21, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 135,672 | 10,638 | 0.38% | 0.45% | 230 | -28,809 | -17.52% | Q1 2026 | Apr 14, 2026 |
| Zeit Capital LLC | History | Added to | 135,662 | 10,637 | 7.12% | 6.53% | 231 | +12,940 | 10.54% | Q1 2026 | May 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 133,440 | 10,463 | 2.21% | 2.16% | 232 | +3,884 | 3.0% | Q1 2026 | May 05, 2026 |
| HEADINVEST, LLC | History | Reduced | 130,893 | 10,263 | 2.11% | 2.12% | 233 | -4,136 | -3.06% | Q1 2026 | May 15, 2026 |
| Hopwood Financial Services, Inc. | History | Added to | 130,399 | 10,224 | 6.89% | 6.4% | 234 | +15,097 | 13.09% | Q1 2026 | May 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 129,630 | 10,164 | 0.0% | 0.01% | 235 | -166,060 | -56.16% | Q1 2026 | May 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 127,505 | 9,997 | 1.08% | 1.23% | 236 | -15,257 | -10.69% | Q1 2026 | May 12, 2026 |
| IFG Advisors, LLC | History | Reduced | 127,053 | 9,962 | 1.63% | 1.77% | 237 | -7,532 | -5.6% | Q1 2026 | Apr 09, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 123,783 | 9,705 | 0.6% | 0.41% | 238 | +46,943 | 61.09% | Q1 2026 | Apr 28, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 122,956 | 9,640 | 2.65% | 2.48% | 239 | +15,041 | 13.94% | Q1 2026 | Apr 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 122,459 | 9,602 | 0.19% | 0.12% | 240 | +47,895 | 64.23% | Q1 2026 | May 14, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 120,379 | 9,438 | 1.31% | 1.29% | 241 | +2,871 | 2.44% | Q1 2026 | May 14, 2026 |
| Harfst & Associates, Inc. | History | Added to | 120,193 | 9,424 | 1.68% | 0.11% | 242 | +112,300 | 1422.78% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 120,022 | 9,410 | 0.02% | 0.01% | 243 | +24,643 | 25.84% | Q1 2026 | May 14, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 117,271 | 9,195 | 2.08% | 2.09% | 244 | -1,708 | -1.44% | Q1 2026 | Apr 22, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 116,986 | 9,172 | 0.07% | 0.08% | 245 | -4,236 | -3.49% | Q1 2026 | May 01, 2026 |
| Virtus Wealth Solutions LLC | History | New | 116,926 | 9,168 | 1.75% | — | 246 | +116,926 | New | Q1 2026 | May 08, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 115,903 | 9,087 | 6.8% | 4.9% | 247 | +4,998 | 4.51% | Q1 2026 | Apr 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 115,748 | 9,075 | 0.19% | — | 248 | +115,748 | New | Q1 2026 | May 15, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 115,571 | 9,061 | 3.28% | 3.2% | 249 | +6,383 | 5.85% | Q1 2026 | Apr 27, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 115,007 | 9,017 | 4.2% | 4.16% | 250 | +9,424 | 8.93% | Q1 2026 | Apr 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 314,183 | 8,990 | 0.42% | 0.12% | 251 | -122,076 | -27.98% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 112,420 | 8,814 | 0.14% | 0.15% | 252 | +3,387 | 3.11% | Q1 2026 | May 04, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 112,022 | 8,783 | 0.59% | 0.69% | 253 | -14,897 | -11.74% | Q1 2026 | May 12, 2026 |
| Forza Wealth Management, LLC | History | Added to | 111,643 | 8,753 | 3.04% | 3.12% | 254 | +2,025 | 1.85% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Added to | 111,533 | 8,745 | 0.02% | 0.02% | 255 | +13,878 | 14.21% | Q1 2026 | May 14, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 111,499 | 8,742 | 1.44% | 2.28% | 256 | -64,465 | -36.64% | Q1 2026 | Apr 29, 2026 |
| Lynch Investment Planning, LLC | History | Added to | 109,593 | 8,593 | 7.72% | 7.14% | 257 | +14,971 | 15.82% | Q1 2026 | May 12, 2026 |
| Fortis Advisors, LLC | History | Added to | 109,356 | 8,574 | 4.3% | 3.91% | 258 | +17,826 | 19.48% | Q1 2026 | May 14, 2026 |
| Successful Portfolios LLC | History | Added to | 109,326 | 8,569 | 4.72% | 3.98% | 259 | +10,073 | 10.15% | Q1 2026 | Apr 13, 2026 |
| TFC Financial Management, Inc. | History | Added to | 108,948 | 8,542 | 1.05% | 1.05% | 260 | +2,641 | 2.48% | Q1 2026 | Apr 23, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 107,342 | 8,416 | 0.6% | 0.17% | 261 | +91,785 | 589.99% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 105,992 | 8,310 | 0.19% | 0.2% | 262 | +560 | 0.53% | Q1 2026 | May 15, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 105,639 | 8,283 | 1.09% | 1.0% | 263 | +9,086 | 9.41% | Q1 2026 | May 04, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 105,260 | 8,218 | 5.27% | 4.95% | 264 | +15,213 | 16.89% | Q1 2026 | May 06, 2026 |
| Essential Planning, LLC. | History | Added to | 103,945 | 8,150 | 2.59% | 2.41% | 265 | +8,076 | 8.42% | Q1 2026 | Apr 22, 2026 |
| Regal Investment Advisors LLC | History | Added to | 102,589 | 8,044 | 0.46% | 0.41% | 266 | +16,313 | 18.91% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 100,200 | 7,856 | 0.11% | 0.12% | 267 | -105 | -0.1% | Q1 2026 | Apr 17, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 100,179 | 7,855 | 6.24% | 5.13% | 268 | +9,303 | 10.24% | Q1 2026 | Apr 13, 2026 |
| Compound Planning, Inc. | History | Added to | 99,854 | 7,829 | 0.24% | 0.17% | 269 | +26,246 | 35.66% | Q1 2026 | May 14, 2026 |
| Capital Investment Management, Inc. | History | Added to | 99,062 | 7,767 | 2.67% | 2.54% | 271 | +6,850 | 7.43% | Q1 2026 | Apr 22, 2026 |
| CULBERTSON A N & CO INC | History | Added to | 99,061 | 7,767 | 1.01% | 1.03% | 270 | +3,503 | 3.67% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 98,796 | 7,746 | 0.03% | 0.02% | 272 | +39,628 | 66.98% | Q1 2026 | May 11, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 98,405 | 7,715 | 0.52% | 0.64% | 273 | +9,561 | 10.76% | Q1 2026 | May 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 97,631 | 7,655 | 0.11% | 0.11% | 274 | +7,775 | 8.65% | Q1 2026 | May 13, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 96,934 | 7,600 | 2.65% | 1.76% | 275 | +40,371 | 71.37% | Q1 2026 | Apr 24, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 96,904 | 7,598 | 2.68% | 2.81% | 276 | -1,302 | -1.33% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 95,438 | 7,483 | 0.12% | 0.12% | 277 | +17,981 | 23.21% | Q1 2026 | May 15, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 95,401 | 7,480 | 0.61% | 0.8% | 278 | -25,844 | -21.32% | Q1 2026 | May 06, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 94,127 | 7,380 | 3.57% | — | 279 | +94,127 | New | Q1 2026 | May 14, 2026 |
| Bull Street Advisors, LLC | History | Reduced | 93,951 | 7,367 | 3.65% | 3.91% | 280 | -12,896 | -12.07% | Q1 2026 | Apr 24, 2026 |
| Bath Savings Trust Co | History | Added to | 93,382 | 7,322 | 0.78% | 0.65% | 281 | +10,478 | 12.64% | Q1 2026 | Apr 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 93,119 | 7,301 | 0.05% | 0.05% | 282 | +11,176 | 13.64% | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 93,061 | 7,294 | 0.01% | 0.01% | 283 | +6,602 | 7.64% | Q1 2026 | May 01, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 92,321 | 7,238 | 2.57% | 2.34% | 284 | +7,450 | 8.78% | Q1 2026 | May 05, 2026 |
| Echo45 Advisors LLC | History | Added to | 91,971 | 7,211 | 4.06% | 4.04% | 285 | +2,035 | 2.26% | Q1 2026 | Apr 20, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 91,117 | 7,144 | 0.46% | 0.39% | 286 | +12,472 | 15.86% | Q1 2026 | Apr 14, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 91,092 | 7,142 | 2.14% | 2.75% | 287 | -4,676 | -4.88% | Q1 2026 | May 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 90,492 | 7,095 | 0.22% | 0.24% | 288 | -4,054 | -4.29% | Q1 2026 | Apr 08, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 89,291 | 7,001 | 2.32% | 2.73% | 289 | -17,634 | -16.49% | Q1 2026 | May 06, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 89,157 | 6,991 | 0.48% | 0.34% | 290 | +39,550 | 79.73% | Q1 2026 | May 18, 2026 |
| Root Financial Partners, LLC | History | Added to | 88,844 | 6,966 | 0.32% | 0.18% | 291 | +45,217 | 103.64% | Q1 2026 | Apr 24, 2026 |
| Ellevest, Inc. | History | Added to | 88,808 | 6,963 | 0.97% | 0.94% | 292 | +2,791 | 3.24% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 88,288 | 6,922 | 0.12% | 0.12% | 293 | +2,370 | 2.76% | Q1 2026 | May 07, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Reduced | 87,604 | 6,869 | 2.68% | 2.64% | 294 | -433 | -0.49% | Q1 2026 | Apr 29, 2026 |
| Slow Capital, Inc. | History | Added to | 87,230 | 6,839 | 0.89% | 0.76% | 295 | +6,209 | 7.66% | Q1 2026 | Apr 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 86,834 | 6,808 | 0.16% | 0.1% | 296 | +34,427 | 65.69% | Q1 2026 | May 11, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 85,321 | 6,690 | 5.35% | 5.0% | 297 | +6,821 | 8.69% | Q1 2026 | May 12, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 84,080 | 6,626 | 0.5% | 0.5% | 298 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 82,737 | 6,487 | 0.01% | 0.01% | 299 | -27,583 | -25.0% | Q1 2026 | May 15, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 82,716 | 6,485 | 2.5% | 2.49% | 300 | +994 | 1.22% | Q1 2026 | Apr 29, 2026 |