VANGUARD GROUP INC - IVOO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | Added to | 1,844,375 | 210,848 | 0.02% | 0.02% | 1 | +154,062 | 9.11% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,510,966 | 172,734 | 2.63% | 1.78% | 2 | +429,655 | 39.73% | Q1 2026 | May 01, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,397,368 | 159,747 | 0.01% | 0.01% | 3 | +69,190 | 5.21% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 940,571 | 107,526 | 0.01% | 0.01% | 4 | -68,853 | -6.82% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 841,917 | 96,247 | 0.01% | 0.02% | 5 | -26,808 | -3.09% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 620,359 | 70,919 | 0.04% | 0.04% | 6 | +64,503 | 11.6% | Q1 2026 | May 07, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 540,000 | 61,732 | 2.26% | 2.35% | 7 | -90,000 | -14.29% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 367,675 | 42,032 | 0.01% | 0.01% | 8 | +29,246 | 8.64% | Q1 2026 | May 14, 2026 |
| Starr Indemnity & Liability Co | History | No change | 364,098 | 41,623 | 10.58% | 11.56% | 9 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 307,813 | 35,189 | 0.01% | 0.01% | 10 | +35,190 | 12.91% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 305,085 | 34,877 | 0.01% | 0.01% | 11 | +33,295 | 12.25% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 267,709 | 30,604 | 0.01% | 0.01% | 12 | +8,494 | 3.28% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 239,726 | 26,677 | 0.01% | 0.01% | 13 | +21,428 | 9.82% | Q1 2026 | May 15, 2026 |
| C V STARR & CO INC | History | No change | 227,427 | 25,999 | 13.56% | 13.97% | 14 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 224,117 | 25,620 | 0.0% | 0.0% | 15 | -7,940 | -3.42% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 186,081 | 20,658 | 0.0% | 0.0% | 16 | +4,496 | 2.48% | Q1 2026 | May 13, 2026 |
| Francis Financial, Inc. | History | Added to | 176,517 | 20,179 | 3.74% | 3.55% | 17 | +13,773 | 8.46% | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | Reduced | 161,136 | 18,421 | 0.09% | 0.16% | 18 | -89,512 | -35.71% | Q1 2026 | May 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 158,553 | 18,125 | 0.14% | 0.09% | 19 | +55,907 | 54.47% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 149,524 | 17,093 | 0.07% | 0.07% | 20 | +670 | 0.45% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 147,903 | 16,908 | 0.28% | 0.28% | 21 | -3,536 | -2.33% | Q1 2026 | Apr 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 126,886 | 14,505 | 0.02% | 0.02% | 22 | -13,640 | -9.71% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 124,792 | 14,275 | 0.02% | 0.02% | 23 | -17,464 | -12.28% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 119,132 | 13,619 | 0.3% | 0.29% | 24 | +4,869 | 4.26% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 116,460 | 13,313 | 0.01% | 0.01% | 25 | -3,223 | -2.69% | Q1 2026 | May 13, 2026 |
| NWM ADVISORS, LLC | History | Reduced | 111,130 | 12,704 | 11.57% | 10.98% | 26 | -1,789 | -1.58% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 105,248 | 12,031 | 0.07% | 0.09% | 27 | -30,325 | -22.37% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 97,634 | 11,161 | 0.03% | 0.03% | 28 | +1,473 | 1.53% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 93,666 | 10,707 | 0.02% | 0.01% | 29 | +36,096 | 62.7% | Q1 2026 | May 14, 2026 |
| Coign Capital Advisors LLC | History | Reduced | 91,116 | 10,416 | 5.47% | 5.42% | 30 | -1,482 | -1.6% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 90,812 | 10,381 | 0.01% | 0.01% | 31 | +11,357 | 14.29% | Q1 2026 | May 12, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 87,859 | 10,044 | 1.46% | 1.18% | 32 | +19,538 | 28.6% | Q1 2026 | May 11, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 85,291 | 9,750 | 3.59% | 3.57% | 33 | +2,798 | 3.39% | Q1 2026 | Apr 28, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Added to | 82,080 | 9,383 | 3.97% | 3.81% | 34 | +825 | 1.02% | Q1 2026 | Apr 29, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 80,900 | 9,248 | 1.34% | 1.38% | 35 | +728 | 0.91% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 80,224 | 9,171 | 0.04% | 0.04% | 36 | -1,722 | -2.1% | Q1 2026 | May 11, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 79,651 | 8,904 | 5.47% | 5.47% | 37 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BROWN ADVISORY INC | History | Added to | 65,012 | 7,432 | 0.01% | 0.01% | 38 | +420 | 0.65% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 64,567 | 7,381 | 0.02% | 0.02% | 39 | +2,119 | 3.39% | Q1 2026 | Apr 22, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 60,077 | 6,867 | 0.35% | 0.32% | 40 | +4,097 | 7.32% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 55,120 | 6,301 | 0.02% | 0.02% | 41 | +5,043 | 10.07% | Q1 2026 | Apr 30, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 54,746 | 6,259 | 0.62% | 0.6% | 42 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Added to | 52,472 | 6,009 | 0.01% | 0.01% | 43 | +3,275 | 6.66% | Q1 2026 | May 15, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 51,250 | 5,858 | 0.37% | 0.4% | 44 | -3,422 | -6.26% | Q1 2026 | Apr 27, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 49,445 | 5,652 | 1.7% | 1.67% | 45 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 48,646 | 5,561 | 0.33% | 0.32% | 46 | -1,417 | -2.83% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 46,617 | 5,329 | 0.08% | 0.11% | 47 | -936 | -1.97% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 45,224 | 5,170 | 0.06% | 0.04% | 48 | +13,336 | 41.82% | Q1 2026 | May 01, 2026 |
| Violich Capital Management, Inc. | History | Added to | 44,795 | 5,120 | 0.6% | 0.33% | 49 | +18,295 | 69.04% | Q1 2026 | Apr 08, 2026 |
| Savvy Advisors, Inc. | History | Added to | 41,979 | 4,799 | 0.13% | 0.15% | 50 | +102 | 0.24% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 39,817 | 4,551 | 0.02% | 0.02% | 51 | +1,149 | 2.97% | Q1 2026 | May 14, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 36,771 | 4,203 | 3.89% | 3.88% | 52 | -2,688 | -6.81% | Q1 2026 | Apr 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 36,627 | 4,187 | 0.02% | 0.02% | 53 | -1,162 | -3.07% | Q1 2026 | Apr 24, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 35,516 | 4,064 | 0.74% | 0.69% | 54 | +519 | 1.48% | Q1 2026 | May 11, 2026 |
| First American Bank | History | Reduced | 34,683 | 3,964 | 0.25% | 0.24% | 55 | -457 | -1.3% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Reduced | 32,956 | 3,767 | 0.0% | 0.0% | 56 | -2,995 | -8.33% | Q1 2026 | May 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 32,162 | 3,676 | 0.27% | 0.24% | 57 | -1,648 | -4.87% | Q1 2026 | Apr 16, 2026 |
| Creative Planning | History | Added to | 30,607 | 3,499 | 0.0% | 0.0% | 58 | +225 | 0.74% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | New | 30,420 | 3,477 | 0.0% | — | 59 | +30,420 | New | Q1 2026 | May 11, 2026 |
| Coastline Trust Co | History | Reduced | 30,330 | 3,467 | 0.34% | 0.33% | 60 | -1,186 | -3.76% | Q1 2026 | Apr 03, 2026 |
| Keystone Financial Group | History | Reduced | 28,417 | 3,248 | 0.22% | 0.24% | 61 | -194 | -0.68% | Q1 2026 | May 13, 2026 |
| EQ LLC | History | Added to | 26,656 | 3,047 | 0.86% | 0.82% | 62 | +1,295 | 5.11% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 25,387 | 2,902 | 0.03% | 0.01% | 63 | +18,947 | 294.21% | Q1 2026 | May 06, 2026 |
| Tempo Wealth, LLC | History | Reduced | 25,263 | 2,888 | 0.5% | 0.51% | 64 | -547 | -2.12% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 24,890 | 2,845 | 0.01% | 0.01% | 65 | -442 | -1.74% | Q1 2026 | May 15, 2026 |
| Fairway Wealth LLC | History | Added to | 24,304 | 2,778 | 0.73% | 0.73% | 66 | +69 | 0.28% | Q1 2026 | Apr 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 23,725 | 2,712 | 0.01% | 0.01% | 67 | +2,575 | 12.17% | Q1 2026 | May 04, 2026 |
| Andrews Advisory Associates, LLC | History | Reduced | 23,536 | 2,690 | 1.42% | 2.86% | 68 | -24,559 | -51.06% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 23,490 | 2,685 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 22,925 | 2,620 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 22,797 | 2,606 | 0.0% | 0.0% | 71 | +303 | 1.35% | Q1 2026 | Apr 27, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 22,123 | 2,529 | 1.73% | 1.73% | 72 | -88 | -0.4% | Q1 2026 | Apr 21, 2026 |
| Waverly Advisors, LLC | History | Reduced | 20,996 | 2,400 | 0.02% | 0.02% | 73 | -209 | -0.99% | Q1 2026 | May 15, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 20,660 | 2,361 | 0.26% | 0.21% | 74 | +2,910 | 16.39% | Q1 2026 | May 08, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 19,988 | 2,285 | 1.49% | 1.47% | 75 | -626 | -3.04% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 19,674 | 2,249 | 0.01% | 0.0% | 76 | +17,143 | 677.32% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 20,094 | 2,248 | 0.0% | 0.0% | 77 | +8,628 | 75.25% | Q1 2026 | May 15, 2026 |
| May Barnhard Investments LLC | History | New | 19,394 | 2,217 | 1.08% | — | 78 | +19,394 | New | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 18,548 | 2,120 | 0.0% | — | 79 | +18,548 | New | Q1 2026 | May 12, 2026 |
| Truepoint, Inc. | History | No change | 18,200 | 2,080 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 15,796 | 1,805 | 0.17% | 0.17% | 81 | -2 | -0.01% | Q1 2026 | Apr 10, 2026 |
| VANGUARD GROUP INC | History | No change | 15,523 | 1,735 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SoundView Advisors Inc. | History | Reduced | 14,894 | 1,702 | 0.61% | 0.59% | 83 | -121 | -0.81% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | New | 14,762 | 1,700 | 0.02% | — | 85 | +14,762 | New | Q1 2026 | Apr 07, 2026 |
| Klingman & Associates, LLC | History | Added to | 14,878 | 1,700 | 0.08% | 0.08% | 84 | +1 | 0.01% | Q1 2026 | May 14, 2026 |
| Vanguard National Trust Co | History | New | 14,841 | 1,696 | 0.11% | — | 86 | +14,841 | New | Q1 2026 | May 08, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 14,120 | 1,614 | 0.28% | 0.27% | 87 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Envision Financial Planning, LLC | History | Added to | 13,773 | 1,574 | 0.57% | 0.48% | 88 | +2,337 | 20.44% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 13,613 | 1,556 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 13,660 | 1,527 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 13,283 | 1,518 | 0.0% | 0.0% | 91 | -1,247 | -8.58% | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 13,226 | 1,511 | 0.01% | 0.01% | 92 | +561 | 4.43% | Q1 2026 | May 15, 2026 |
| GREENLEAF TRUST | History | Reduced | 13,134 | 1,501 | 0.01% | 0.01% | 93 | -1,202 | -8.38% | Q1 2026 | Apr 27, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 12,874 | 1,471 | 0.01% | 0.0% | 94 | -14 | -0.11% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 12,678 | 1,449 | 0.01% | — | 95 | +12,678 | New | Q1 2026 | May 14, 2026 |
| KINTRA WEALTH, LLC | History | New | 12,574 | 1,437 | 0.1% | — | 96 | +12,574 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 12,518 | 1,431 | 0.0% | 0.0% | 97 | +8,057 | 180.61% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 12,427 | 1,421 | 0.01% | 0.01% | 98 | -349 | -2.73% | Q1 2026 | Apr 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 12,252 | 1,400 | 0.02% | 0.01% | 99 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 12,246 | 1,399 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 11,987 | 1,370 | 0.02% | 0.03% | 101 | -1,726 | -12.59% | Q1 2026 | May 04, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 11,414 | 1,304 | 0.22% | 0.21% | 102 | +79 | 0.7% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Reduced | 9,455 | 1,300 | 0.0% | 0.0% | 103 | -2,550 | -21.24% | Q1 2026 | May 14, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 11,363 | 1,299 | 0.65% | 0.68% | 104 | -165 | -1.43% | Q1 2026 | Apr 20, 2026 |
| Corient Private Wealth LLC | History | Reduced | 11,188 | 1,278 | 0.0% | 0.0% | 105 | -1,660 | -12.92% | Q1 2026 | May 15, 2026 |
| SITTNER & NELSON, LLC | History | No change | 11,050 | 1,263 | 0.46% | 0.47% | 106 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | Added to | 11,041 | 1,262 | 0.04% | 0.04% | 107 | +3,007 | 37.43% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 10,895 | 1,238 | 0.01% | 0.0% | 108 | +7,977 | 273.37% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 10,495 | 1,199 | 0.01% | 0.01% | 109 | -411 | -3.77% | Q1 2026 | May 05, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 10,495 | 1,199 | 0.28% | 0.28% | 110 | -411 | -3.77% | Q1 2026 | Apr 17, 2026 |
| Base Wealth Management LLC | History | Reduced | 10,295 | 1,176 | 0.66% | 0.72% | 111 | -1,722 | -14.33% | Q1 2026 | Apr 29, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 10,205 | 1,166 | 0.09% | 0.09% | 112 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 10,407 | 1,163 | 0.06% | 0.05% | 113 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FMR LLC | History | Reduced | 10,157 | 1,161 | 0.0% | 0.0% | 114 | -632 | -5.86% | Q1 2026 | May 15, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 9,954 | 1,137 | 0.09% | 0.09% | 115 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 10,060 | 1,124 | 0.1% | 0.1% | 116 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | Added to | 9,800 | 1,120 | 0.04% | 0.04% | 117 | +383 | 4.07% | Q1 2026 | May 06, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 9,691 | 1,107 | 0.03% | 0.02% | 118 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 9,558 | 1,092 | 0.0% | 0.0% | 119 | +3 | 0.03% | Q1 2026 | May 14, 2026 |
| Pachira Investments Inc. | History | Added to | 9,203 | 1,052 | 0.49% | 0.37% | 120 | +2,335 | 34.0% | Q1 2026 | Apr 27, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 9,064 | 1,036 | 0.13% | 0.13% | 121 | -473 | -4.96% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Added to | 8,881 | 1,015 | 0.0% | 0.0% | 122 | +400 | 4.72% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 8,806 | 1,007 | 0.03% | 0.03% | 123 | -1,258 | -12.5% | Q1 2026 | May 14, 2026 |
| Oasis Advisors, LLC | History | New | 7,108 | 1,003 | 0.2% | — | 124 | +7,108 | New | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 7,832 | 963 | 0.02% | 0.02% | 125 | +104 | 1.35% | Q1 2026 | May 04, 2026 |
| PACK Private Wealth, LLC | History | No change | 8,099 | 925 | 0.42% | 0.41% | 126 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 7,807 | 892 | 0.08% | 0.03% | 127 | +4,523 | 137.73% | Q1 2026 | May 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 7,062 | 864 | 0.01% | 0.01% | 128 | -65 | -0.91% | Q1 2026 | May 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 7,341 | 839 | 0.01% | 0.01% | 129 | +429 | 6.21% | Q1 2026 | Apr 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 7,330 | 837 | 0.0% | 0.0% | 130 | +289 | 4.1% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | New | 7,512 | 833 | 0.03% | — | 131 | +7,512 | New | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 6,851 | 783 | 0.01% | 0.01% | 132 | -1 | -0.01% | Q1 2026 | May 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 6,807 | 778 | 0.1% | 0.11% | 133 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 6,799 | 777 | 0.01% | 0.01% | 134 | -85 | -1.23% | Q1 2026 | May 01, 2026 |
| HANOVER ADVISORS INC | History | No change | 6,633 | 758 | 0.31% | 0.29% | 135 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | Reduced | 6,505 | 743 | 0.03% | 0.03% | 136 | -312 | -4.58% | Q1 2026 | Apr 22, 2026 |
| Manchester Capital Management LLC | History | No change | 6,488 | 741 | 0.11% | 0.1% | 137 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 6,452 | 737 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Anson Capital, Inc. | History | Reduced | 6,422 | 734 | 0.5% | 0.52% | 139 | -11 | -0.17% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,380 | 729 | 0.0% | 0.0% | 140 | -85 | -1.31% | Q1 2026 | May 05, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 6,220 | 711 | 0.05% | 0.05% | 141 | -16 | -0.26% | Q1 2026 | May 06, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 6,173 | 705 | 0.28% | 0.28% | 143 | -291 | -4.5% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 6,168 | 705 | 0.01% | 0.01% | 142 | -111 | -1.77% | Q1 2026 | Apr 27, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 6,105 | 697 | 0.23% | 0.23% | 144 | -149 | -2.38% | Q1 2026 | May 01, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 6,086 | 695 | 0.08% | 0.09% | 145 | +31 | 0.51% | Q1 2026 | May 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 6,073 | 694 | 0.03% | 0.03% | 146 | -65 | -1.06% | Q1 2026 | May 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 6,038 | 690 | 0.02% | 0.02% | 147 | +11 | 0.18% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 6,007 | 686 | 0.0% | 0.0% | 148 | -1,397 | -18.87% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 5,960 | 681 | 0.04% | 0.04% | 149 | -198 | -3.22% | Q1 2026 | Apr 15, 2026 |
| Taylor Hoffman Capital Management LLC | History | Reduced | 5,954 | 680 | 0.21% | 0.22% | 150 | -518 | -8.0% | Q1 2026 | May 12, 2026 |
| Sovereign Investment Advisors, LLC | History | New | 5,934 | 678 | 0.14% | — | 151 | +5,934 | New | Q1 2026 | May 12, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 5,922 | 677 | 0.05% | 0.06% | 152 | -1,211 | -16.98% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,576 | 643 | 0.0% | 0.0% | 153 | -141 | -2.47% | Q1 2026 | Apr 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 5,588 | 638 | 0.04% | 0.03% | 154 | +568 | 11.31% | Q1 2026 | May 12, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 5,540 | 633 | 0.13% | 0.12% | 156 | +130 | 2.4% | Q1 2026 | Apr 15, 2026 |
| IRON Financial LLC | History | Added to | 5,541 | 633 | 0.28% | 0.28% | 155 | +8 | 0.14% | Q1 2026 | Apr 27, 2026 |
| Sargent Investment Group, LLC | History | No change | 5,362 | 612 | 0.08% | 0.08% | 157 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 5,205 | 595 | 0.0% | — | 158 | +5,205 | New | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 4,861 | 588 | 0.01% | — | 159 | +4,861 | New | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 5,070 | 579 | 0.03% | 0.03% | 160 | +10 | 0.2% | Q1 2026 | Apr 28, 2026 |
| STAR Financial Bank | History | Reduced | 5,014 | 573 | 0.27% | 0.29% | 161 | -43 | -0.85% | Q1 2026 | May 08, 2026 |
| Affiance Financial, LLC | History | No change | 4,984 | 569 | 0.09% | 0.09% | 162 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 4,733 | 541 | 0.02% | 0.02% | 163 | -1,561 | -24.8% | Q1 2026 | May 14, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 4,730 | 540 | 0.1% | 0.11% | 164 | +13 | 0.28% | Q1 2026 | May 07, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 4,632 | 529 | 0.03% | 0.03% | 166 | +125 | 2.77% | Q1 2026 | Apr 17, 2026 |
| CRA Financial Services, LLC | History | No change | 4,628 | 529 | 0.07% | 0.07% | 165 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 4,590 | 524 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Reflection Asset Management | History | No change | 4,472 | 511 | 0.36% | 0.36% | 168 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,268 | 487 | 0.03% | 0.03% | 169 | +1 | 0.02% | Q1 2026 | Apr 17, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 4,246 | 485 | 0.26% | 0.28% | 170 | -209 | -4.69% | Q1 2026 | May 13, 2026 |
| WNY Asset Management, LLC | History | New | 4,240 | 484 | 0.05% | — | 171 | +4,240 | New | Q1 2026 | May 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 4,081 | 466 | 0.0% | 0.0% | 172 | +1,799 | 78.83% | Q1 2026 | May 15, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 4,008 | 462 | 0.19% | 0.19% | 173 | +11 | 0.28% | Q1 2026 | Apr 15, 2026 |
| CGN Advisors LLC | History | Reduced | 3,992 | 456 | 0.04% | 0.04% | 174 | -408 | -9.27% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 3,905 | 446 | 0.01% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 3,709 | 424 | 0.0% | — | 176 | +3,709 | New | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,685 | 421 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hemenway Trust Co LLC | History | No change | 3,660 | 418 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Added to | 3,499 | 400 | 0.08% | 0.07% | 179 | +76 | 2.22% | Q1 2026 | May 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 3,460 | 395 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | No change | 3,413 | 390 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| 1ST SOURCE BANK | History | No change | 3,404 | 389 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 3,381 | 386 | 0.36% | — | 183 | +3,381 | New | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,241 | 370 | 0.03% | 0.03% | 184 | +3 | 0.09% | Q1 2026 | Apr 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 3,226 | 368 | 0.03% | 0.02% | 185 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 3,211 | 367 | 0.01% | 0.01% | 186 | +4 | 0.12% | Q1 2026 | May 11, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 3,190 | 364 | 0.1% | 0.1% | 187 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Added to | 3,183 | 363 | 0.01% | 0.01% | 188 | +169 | 5.61% | Q1 2026 | May 04, 2026 |
| Independent Advisor Alliance | History | New | 3,174 | 362 | 0.0% | — | 189 | +3,174 | New | Q1 2026 | May 12, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 3,159 | 361 | 0.13% | 0.12% | 190 | +10 | 0.32% | Q1 2026 | Apr 22, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 3,154 | 360 | 0.04% | 0.12% | 191 | -10,963 | -77.66% | Q1 2026 | May 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 3,141 | 359 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tandem Investment Partners LLC | History | No change | 3,125 | 357 | 0.3% | 0.29% | 193 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,120 | 356 | 0.0% | 0.0% | 194 | +26 | 0.84% | Q1 2026 | May 05, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 3,089 | 353 | 0.01% | 0.01% | 195 | +25 | 0.82% | Q1 2026 | May 05, 2026 |
| Waldron Private Wealth LLC | History | No change | 3,052 | 348 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,026 | 345 | 0.0% | 0.0% | 197 | -345 | -10.23% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 3,026 | 345 | 0.04% | 0.04% | 198 | +9 | 0.3% | Q1 2026 | May 08, 2026 |
| Composition Wealth, LLC | History | No change | 3,013 | 344 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,002 | 343 | 0.0% | 0.0% | 200 | +6 | 0.2% | Q1 2026 | Apr 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,930 | 334 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Embree Financial Group | History | Added to | 2,885 | 329 | 0.04% | 0.04% | 202 | +7 | 0.24% | Q1 2026 | Apr 23, 2026 |
| LJI Wealth Management, LLC | History | Added to | 2,870 | 328 | 0.05% | 0.03% | 203 | +868 | 43.36% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | Added to | 2,852 | 326 | 0.0% | 0.0% | 204 | +26 | 0.92% | Q1 2026 | May 13, 2026 |
| Essex Bank | History | No change | 2,791 | 319 | 0.07% | 0.07% | 205 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 2,791 | 319 | 0.21% | 0.21% | 206 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 2,719 | 310 | 0.01% | 0.01% | 207 | +98 | 3.74% | Q1 2026 | Apr 22, 2026 |
| American Trust | History | Reduced | 2,647 | 302 | 0.03% | 0.03% | 208 | -464 | -14.91% | Q1 2026 | May 01, 2026 |
| NWAM LLC | History | No change | 2,600 | 297 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| KIECKHEFER GROUP LLC | History | Added to | 2,478 | 283 | 0.13% | 0.13% | 210 | +4 | 0.16% | Q1 2026 | Apr 21, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 2,377 | 271 | 0.11% | 0.09% | 211 | +108 | 4.76% | Q1 2026 | May 15, 2026 |
| Chemistry Wealth Management LLC | History | No change | 2,370 | 270 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 2,331 | 266 | 0.19% | 0.2% | 214 | -73 | -3.04% | Q1 2026 | May 19, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,386 | 266 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 2,272 | 259 | 0.01% | 0.01% | 215 | +87 | 3.98% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,269 | 259 | 0.01% | 0.01% | 216 | -25 | -1.09% | Q1 2026 | Apr 07, 2026 |
| Verum Partners LLC | History | Added to | 2,233 | 255 | 0.05% | 0.05% | 217 | +6 | 0.27% | Q1 2026 | Apr 15, 2026 |
| McAdam, LLC | History | New | 2,227 | 254 | 0.01% | — | 219 | +2,227 | New | Q1 2026 | May 08, 2026 |
| HBK Sorce Advisory LLC | History | No change | 2,031 | 254 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Alaethes Wealth, LLC | History | Added to | 2,221 | 253 | 0.07% | 0.07% | 220 | +61 | 2.82% | Q1 2026 | May 12, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 2,061 | 253 | 0.05% | 0.05% | 221 | -12 | -0.58% | Q1 2026 | May 04, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 2,205 | 252 | 0.02% | 0.02% | 222 | +6 | 0.27% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,157 | 246 | 0.0% | 0.0% | 223 | +10 | 0.47% | Q1 2026 | May 13, 2026 |
| Valued Retirements, Inc. | History | No change | 2,158 | 246 | 0.24% | 0.24% | 224 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | New | 2,138 | 244 | 0.0% | — | 225 | +2,138 | New | Q1 2026 | Apr 17, 2026 |
| Opulen Financial Group LLC | History | Added to | 2,085 | 238 | 0.17% | 0.17% | 226 | +6 | 0.29% | Q1 2026 | Apr 29, 2026 |
| Alpha Financial Partners LLC | History | Added to | 2,074 | 237 | 0.14% | 0.14% | 227 | +41 | 2.02% | Q1 2026 | May 13, 2026 |
| EASTERN BANK | History | No change | 2,043 | 233 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,041 | 233 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Smith Thornton Advisors LLC | History | No change | 2,000 | 228 | 0.11% | 0.11% | 230 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 1,989 | 227 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 1,972 | 225 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Snider Financial Group | History | No change | 1,971 | 225 | 0.07% | 0.06% | 233 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 1,879 | 224 | 0.03% | — | 236 | +1,879 | New | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,964 | 224 | 0.0% | 0.0% | 234 | +59 | 3.1% | Q1 2026 | May 13, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 1,968 | 224 | 0.1% | 0.1% | 235 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 1,934 | 221 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| J. Safra Sarasin Holding AG | History | New | 1,922 | 219 | 0.0% | — | 238 | +1,922 | New | Q1 2026 | May 04, 2026 |
| PFG Advisors | History | Reduced | 1,791 | 204 | 0.01% | 0.02% | 239 | -2,103 | -54.01% | Q1 2026 | May 05, 2026 |
| Sloy Dahl & Holst, LLC | History | New | 1,770 | 202 | 0.03% | — | 240 | +1,770 | New | Q1 2026 | May 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 1,751 | 200 | 0.0% | — | 241 | +1,751 | New | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,716 | 191 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,585 | 181 | 0.01% | 0.01% | 243 | -75 | -4.52% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | New | 1,493 | 170 | 0.0% | — | 244 | +1,493 | New | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,476 | 168 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,343 | 153 | 0.0% | — | 246 | +1,343 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 1,353 | 151 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 1,280 | 146 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | No change | 1,206 | 137 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,184 | 135 | 0.0% | — | 250 | +1,184 | New | Q1 2026 | May 08, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,105 | 126 | 0.04% | 0.04% | 251 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 1,039 | 118 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 994 | 113 | 0.0% | 0.0% | 253 | +1 | 0.1% | Q1 2026 | May 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 977 | 111 | 0.01% | 0.01% | 254 | +10 | 1.03% | Q1 2026 | May 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 950 | 108 | 0.01% | 0.0% | 255 | +698 | 276.98% | Q1 2026 | May 05, 2026 |
| Independence Bank of Kentucky | History | No change | 948 | 108 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Colonial Trust Co / SC | History | No change | 880 | 97 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 822 | 93 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 809 | 92 | 0.0% | — | 259 | +809 | New | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | No change | 800 | 91 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 724 | 82 | 0.01% | 0.01% | 261 | -16 | -2.16% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 718 | 82 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 702 | 80 | 0.03% | 0.03% | 263 | -90 | -11.36% | Q1 2026 | May 04, 2026 |
| Align Financial, LLC | History | Reduced | 572 | 65 | 0.04% | 0.04% | 264 | -63,378 | -99.11% | Q1 2026 | May 08, 2026 |
| Bogart Wealth, LLC | History | No change | 567 | 64 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 560 | 64 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 495 | 56 | 0.0% | 0.0% | 267 | +20 | 4.21% | Q1 2026 | May 15, 2026 |
| Financial Life Planners | History | New | 400 | 45 | 0.03% | — | 269 | +400 | New | Q1 2026 | Apr 24, 2026 |
| BlackRock, Inc. | History | No change | 400 | 45 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lodestone Wealth Management LLC | History | No change | 389 | 44 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 371 | 42 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 311 | 35 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| North Ridge Wealth Advisors, Inc. | History | New | 301 | 34 | 0.02% | — | 273 | +301 | New | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 279 | 32 | 0.0% | 0.0% | 274 | +134 | 92.41% | Q1 2026 | Apr 27, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 287 | 32 | 0.02% | 0.02% | 275 | +1 | 0.35% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 272 | 31 | 0.0% | 0.0% | 276 | +1 | 0.37% | Q1 2026 | Apr 20, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 258 | 29 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Private Wealth Management Group, LLC | History | New | 200 | 22 | 0.01% | — | 279 | +200 | New | Q1 2026 | Apr 23, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 200 | 22 | 0.0% | 0.0% | 278 | -54 | -21.26% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 179 | 20 | 0.0% | 0.0% | 282 | -83 | -31.68% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 182 | 20 | 0.0% | 0.0% | 281 | +55 | 43.31% | Q1 2026 | May 06, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 181 | 20 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | No change | 170 | 19 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 154 | 17 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 150 | 17 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 140 | 16 | 0.0% | — | 286 | +140 | New | Q1 2026 | Apr 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 7,749 | 14 | 0.0% | 0.0% | 287 | -106 | -1.35% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 121 | 13 | 0.0% | 0.0% | 288 | -15 | -11.03% | Q1 2026 | Apr 21, 2026 |
| Fortitude Family Office, LLC | History | No change | 100 | 11 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Abound Wealth Management | History | New | 94 | 10 | 0.0% | — | 290 | +94 | New | Q1 2026 | Apr 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 80 | 9 | 0.0% | — | 292 | +80 | New | Q1 2026 | May 11, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 86 | 9 | 0.0% | 0.0% | 291 | +1 | 1.18% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | No change | 78 | 8 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 78 | 8 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 66 | 7 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | No change | 57 | 6 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 49 | 5 | 0.0% | 0.0% | 297 | -33 | -40.24% | Q1 2026 | Apr 13, 2026 |
| City State Bank | History | No change | 50 | 5 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Blue Trust, Inc. | History | No change | 42 | 4 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| REAP Financial Group, LLC | History | No change | 40 | 4 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | May 11, 2026 |