VANGUARD INDEX FUNDS - VB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 21,634,424 | 5,666,488 | 0.41% | 0.44% | 1 | -1,795,023 | -7.66% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 8,041,306 | 2,106,179 | 0.13% | 0.12% | 2 | +176,763 | 2.25% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,021,392 | 1,577,123 | 0.3% | 0.28% | 3 | -26,192 | -0.43% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 4,408,647 | 1,154,712 | 0.17% | 0.16% | 4 | +492,549 | 12.58% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,535,022 | 925,892 | 0.25% | 0.25% | 5 | +290,080 | 8.94% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,328,890 | 871,902 | 1.29% | 1.26% | 6 | +133,747 | 4.19% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 3,322,073 | 870,117 | 0.23% | 0.28% | 7 | -591,321 | -15.11% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,976,080 | 763,177 | 0.37% | 0.39% | 8 | +476,269 | 19.05% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,832,448 | 741,806 | 1.29% | 1.3% | 9 | +188,373 | 7.12% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,812,991 | 736,778 | 0.45% | 0.45% | 10 | +65,009 | 2.37% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,252,087 | 589,866 | 0.18% | 0.18% | 11 | -52,518 | -2.28% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 2,215,685 | 580,324 | 0.68% | 0.6% | 12 | +249,753 | 12.7% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,197,074 | 575,345 | 0.13% | 0.14% | 13 | -201,680 | -8.41% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,091,328 | 547,761 | 0.1% | 0.09% | 14 | -111,620 | -5.07% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 2,035,636 | 533,173 | 0.36% | 0.39% | 15 | -90,108 | -4.24% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,962,918 | 514,127 | 0.3% | 0.27% | 16 | +19,923 | 1.03% | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,940,971 | 508,379 | 0.09% | 0.08% | 17 | +205,703 | 11.85% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,783,785 | 467,208 | 0.07% | 0.07% | 18 | -31,217 | -1.72% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,745,051 | 457,063 | 0.05% | 0.05% | 19 | +59,565 | 3.53% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 1,696,661 | 444,389 | 0.98% | 0.9% | 20 | +128,686 | 8.21% | Q1 2026 | May 05, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,506,970 | 394,062 | 0.53% | — | 21 | +1,506,970 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,397,042 | 360,366 | 0.61% | 0.61% | 22 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 1,230,968 | 322,415 | 0.34% | 0.33% | 23 | +62,668 | 5.36% | Q1 2026 | May 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,191,150 | 311,986 | 0.06% | 0.05% | 24 | +35,183 | 3.04% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 1,175,277 | 307,828 | 0.02% | 0.02% | 25 | +25,242 | 2.19% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,173,969 | 307,491 | 0.28% | 0.27% | 26 | -5,647 | -0.48% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,203,000 | 305,369 | 0.02% | 0.02% | 27 | +58,963 | 5.15% | Q1 2026 | May 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 1,140,780 | 298,793 | 8.27% | 6.84% | 28 | +31,193 | 2.81% | Q1 2026 | Apr 21, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 1,125,152 | 294,699 | 6.06% | 5.78% | 29 | +1,489 | 0.13% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 980,879 | 256,911 | 0.36% | 0.34% | 30 | -15,357 | -1.54% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 958,835 | 251,153 | 0.27% | 0.27% | 31 | +7,592 | 0.8% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 907,826 | 237,974 | 0.35% | 0.31% | 32 | +84,443 | 10.26% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 904,125 | 236,808 | 3.63% | 0.07% | 33 | +886,923 | 5155.93% | Q1 2026 | Apr 07, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 890,268 | 229,644 | 1.09% | 1.09% | 34 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 863,565 | 227,054 | 0.32% | 0.29% | 35 | +92,785 | 12.04% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 818,731 | 214,442 | 0.82% | — | 36 | +818,731 | New | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 810,773 | 212,357 | 0.33% | 0.31% | 37 | +32,180 | 4.13% | Q1 2026 | May 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 754,676 | 197,664 | 4.56% | 4.47% | 38 | +6,676 | 0.89% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 733,004 | 191,988 | 0.07% | 0.07% | 39 | -101,560 | -12.17% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 678,702 | 177,765 | 0.32% | 0.25% | 40 | +369,321 | 119.37% | Q1 2026 | May 01, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 673,535 | 176,412 | 3.51% | 3.62% | 41 | -92,290 | -12.05% | Q1 2026 | Apr 15, 2026 |
| COUNTRY TRUST BANK | History | Added to | 651,388 | 170,611 | 3.24% | 2.41% | 42 | +136,123 | 26.42% | Q1 2026 | Apr 10, 2026 |
| VANGUARD GROUP INC | History | No change | 643,588 | 166,013 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DAVIS R M INC | History | Added to | 607,527 | 159,123 | 2.82% | 2.62% | 44 | +18,471 | 3.14% | Q1 2026 | May 13, 2026 |
| 1832 Asset Management L.P. | History | Added to | 604,595 | 158,355 | 0.15% | 0.1% | 45 | +106,415 | 21.36% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 590,093 | 154,557 | 1.76% | 1.61% | 46 | +22,134 | 3.9% | Q1 2026 | May 05, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 567,165 | 148,551 | 0.62% | 0.51% | 47 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Vanguard Global Advisers, LLC | History | New | 555,448 | 145,482 | 0.08% | — | 48 | +555,448 | New | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Reduced | 548,068 | 143,227 | 0.2% | 0.19% | 49 | -10,783,267 | -95.16% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 525,158 | 137,549 | 1.26% | 1.78% | 50 | -21,249 | -3.89% | Q1 2026 | May 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 509,817 | 133,531 | 1.0% | 0.99% | 51 | +2,982 | 0.59% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 479,636 | 125,627 | 0.5% | 0.49% | 52 | -13,776 | -2.79% | Q1 2026 | May 11, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 476,205 | 124,727 | 4.56% | 1.29% | 53 | +343,734 | 259.48% | Q1 2026 | May 12, 2026 |
| STATE STREET CORP | History | Reduced | 462,345 | 121,097 | 0.0% | 0.0% | 54 | -91,044 | -16.45% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 459,424 | 120,332 | 0.21% | 0.21% | 55 | +16,482 | 3.72% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 458,673 | 120,135 | 1.54% | 1.5% | 56 | +5,699 | 1.26% | Q1 2026 | Apr 21, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 441,733 | 115,698 | 8.64% | 8.4% | 57 | +11,981 | 2.79% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 434,428 | 113,785 | 0.15% | 0.14% | 58 | +20,591 | 4.98% | Q1 2026 | Apr 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 430,929 | 112,867 | 0.22% | 0.2% | 59 | -6,217 | -1.42% | Q1 2026 | May 01, 2026 |
| Equitable Holdings, Inc. | History | Added to | 423,322 | 109,269 | 0.7% | 0.68% | 60 | +36,014 | 9.3% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 408,014 | 106,868 | 1.37% | 1.32% | 61 | +718 | 0.18% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 401,536 | 105,170 | 0.83% | 0.82% | 62 | +2,938 | 0.74% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 395,662 | 103,632 | 0.27% | 0.27% | 63 | -1,263 | -0.32% | Q1 2026 | Apr 30, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 390,627 | 102,313 | 2.31% | 2.3% | 64 | +3,990 | 1.03% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 375,743 | 98,415 | 0.14% | 0.15% | 65 | -38,820 | -9.36% | Q1 2026 | May 13, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 375,719 | 98,408 | 6.07% | 5.77% | 66 | +6,313 | 1.71% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 375,337 | 98,308 | 0.27% | 0.28% | 67 | -65,364 | -14.83% | Q1 2026 | May 04, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 371,133 | 97,207 | 8.48% | 8.39% | 68 | +18,203 | 5.16% | Q1 2026 | Apr 07, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 369,600 | 96,805 | 6.22% | 4.83% | 69 | +72,874 | 24.56% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 367,802 | 96,334 | 0.0% | 0.0% | 70 | +12,296 | 3.46% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 367,376 | 96,223 | 0.45% | 0.44% | 71 | +1,865 | 0.51% | Q1 2026 | Apr 24, 2026 |
| COMERICA BANK | History | No change | 358,110 | 92,374 | 0.37% | 0.37% | 72 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 350,327 | 91,757 | 1.97% | 1.99% | 73 | +26,413 | 8.15% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 350,327 | 91,757 | 1.71% | 1.72% | 74 | +26,413 | 8.15% | Q1 2026 | May 06, 2026 |
| Karpus Management, Inc. | History | Reduced | 321,684 | 84,255 | 2.63% | 2.65% | 75 | -13,022 | -3.89% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 320,036 | 83,824 | 1.03% | 1.04% | 76 | +6,727 | 2.15% | Q1 2026 | May 08, 2026 |
| Efficient Advisors, LLC | History | Reduced | 316,200 | 82,819 | 5.88% | 6.31% | 77 | -102,548 | -24.49% | Q1 2026 | Apr 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 310,293 | 81,271 | 0.6% | 0.59% | 78 | +24,033 | 8.4% | Q1 2026 | Apr 15, 2026 |
| M&T BANK CORP | History | Reduced | 293,095 | 76,767 | 0.26% | 0.26% | 79 | -20,717 | -6.6% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 288,401 | 75,537 | 0.59% | 0.61% | 80 | +9,436 | 3.38% | Q1 2026 | Apr 07, 2026 |
| LINCOLN NATIONAL CORP | History | Reduced | 284,318 | 74,468 | 2.16% | 2.27% | 81 | -17,373 | -5.76% | Q1 2026 | May 04, 2026 |
| Auto-Owners Insurance Co | History | No change | 281,628 | 73,764 | 1.54% | 1.53% | 82 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 280,039 | 73,347 | 12.63% | 12.23% | 83 | +1,320 | 0.47% | Q1 2026 | Apr 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 279,931 | 73,319 | 0.28% | 0.22% | 84 | +69,912 | 33.29% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Added to | 267,051 | 70,069 | 0.08% | 0.08% | 85 | +6,924 | 2.66% | Q1 2026 | May 14, 2026 |
| WIT, LLC | History | Reduced | 264,221 | 69,204 | 1.31% | 1.37% | 86 | -131 | -0.05% | Q1 2026 | May 15, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 260,494 | 68,228 | 2.72% | 2.6% | 87 | -1,206 | -0.46% | Q1 2026 | May 01, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 260,102 | 68,125 | 6.85% | 6.7% | 88 | -2,984 | -1.13% | Q1 2026 | May 05, 2026 |
| Smithfield Trust Co | History | Added to | 258,672 | 67,809 | 2.95% | 2.9% | 89 | +4,256 | 1.67% | Q1 2026 | May 08, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 255,392 | 66,892 | 6.98% | 6.85% | 90 | +193 | 0.08% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Reduced | 243,103 | 63,673 | 0.13% | 0.15% | 91 | -48,940 | -16.76% | Q1 2026 | May 06, 2026 |
| CENTRAL TRUST Co | History | Added to | 234,190 | 61,338 | 1.21% | 1.06% | 92 | +23,897 | 11.36% | Q1 2026 | Apr 17, 2026 |
| Betterment LLC | History | Added to | 230,828 | 60,458 | 0.11% | 0.11% | 93 | +1,608 | 0.7% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 228,029 | 60,350 | 0.12% | 0.15% | 94 | -170,165 | -42.73% | Q1 2026 | Apr 08, 2026 |
| SCS Capital Management LLC | History | Added to | 219,708 | 57,546 | 0.61% | 0.34% | 95 | +94,323 | 75.23% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 213,243 | 55,855 | 0.07% | 0.08% | 96 | -50,429 | -19.13% | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 211,849 | 55,487 | 1.84% | 1.72% | 97 | +9,607 | 4.75% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Added to | 211,306 | 55,345 | 0.31% | 0.3% | 98 | +7,071 | 3.46% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 210,237 | 55,065 | 0.47% | 0.44% | 99 | -3,661 | -1.71% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 209,712 | 54,927 | 0.01% | 0.0% | 100 | +174,610 | 497.44% | Q1 2026 | May 12, 2026 |
| Ellenbecker Investment Group | History | Added to | 207,305 | 54,297 | 7.31% | 7.28% | 101 | +5,708 | 2.83% | Q1 2026 | Apr 23, 2026 |
| CHOREO, LLC | History | Added to | 204,738 | 53,624 | 0.66% | 0.61% | 102 | +20,734 | 11.27% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 203,898 | 53,405 | 0.13% | 0.11% | 103 | +10,488 | 5.42% | Q1 2026 | Apr 22, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 182,750 | 51,952 | 1.16% | 1.17% | 104 | +10,496 | 6.09% | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 195,276 | 51,146 | 1.27% | 1.25% | 105 | -866 | -0.44% | Q1 2026 | Apr 29, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 195,207 | 51,128 | 0.34% | 0.36% | 106 | -4,402 | -2.21% | Q1 2026 | May 07, 2026 |
| Chandler Asset Management, Inc. | History | Reduced | 191,300 | 50,105 | 7.6% | 10.63% | 107 | -69,030 | -26.52% | Q1 2026 | May 14, 2026 |
| American Trust | History | Added to | 188,242 | 49,304 | 4.36% | 4.02% | 108 | +2,847 | 1.54% | Q1 2026 | May 01, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 177,989 | 46,618 | 0.65% | 0.61% | 109 | +470 | 0.26% | Q1 2026 | May 01, 2026 |
| CX Institutional | History | Reduced | 177,164 | 46,403 | 1.42% | 1.8% | 110 | -56,483 | -24.17% | Q1 2026 | Apr 06, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 174,447 | 45,691 | 0.3% | 0.28% | 111 | +6,395 | 3.81% | Q1 2026 | May 05, 2026 |
| MilWealth Group LLC | History | Added to | 172,797 | 45,259 | 10.77% | 10.58% | 112 | +476 | 0.28% | Q1 2026 | May 01, 2026 |
| Ballast, Inc. | History | Added to | 171,762 | 44,987 | 10.4% | 10.22% | 113 | +2,558 | 1.51% | Q1 2026 | May 15, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 170,397 | 44,630 | 3.74% | 3.58% | 114 | -1,429 | -0.83% | Q1 2026 | Apr 21, 2026 |
| Garde Capital, Inc. | History | Reduced | 168,306 | 44,082 | 2.64% | 2.6% | 115 | -1,644 | -0.97% | Q1 2026 | Apr 28, 2026 |
| AMG National Trust Bank | History | Added to | 167,650 | 43,910 | 0.95% | 0.9% | 116 | +20,138 | 13.65% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 165,610 | 43,376 | 0.23% | 0.23% | 117 | +704 | 0.43% | Q1 2026 | May 05, 2026 |
| Clark Asset Management, LLC | History | Added to | 165,053 | 43,230 | 4.06% | 4.1% | 118 | +11,831 | 7.72% | Q1 2026 | Apr 16, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 164,577 | 43,105 | 2.87% | 2.76% | 119 | -8,198 | -4.74% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 163,687 | 42,873 | 2.93% | 2.81% | 120 | +5,377 | 3.4% | Q1 2026 | Apr 21, 2026 |
| &PARTNERS | History | Added to | 161,417 | 42,355 | 0.21% | 0.2% | 121 | +13,179 | 8.89% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 161,135 | 42,204 | 0.76% | 0.74% | 122 | +3,966 | 2.52% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 160,136 | 41,942 | 0.22% | 0.26% | 123 | +13,638 | 9.31% | Q1 2026 | May 15, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 143,693 | 40,746 | 6.05% | 6.04% | 124 | +7,244 | 5.31% | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | Added to | 142,227 | 40,487 | 0.6% | 0.72% | 125 | +1,322 | 0.94% | Q1 2026 | Apr 20, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 154,343 | 40,425 | 10.67% | 10.07% | 126 | +2,503 | 1.65% | Q1 2026 | May 08, 2026 |
| ALPS ADVISORS INC | History | Reduced | 153,390 | 40,175 | 0.19% | 0.26% | 127 | -19,400 | -11.23% | Q1 2026 | May 08, 2026 |
| Wealthquest Corp | History | No change | 152,042 | 39,219 | 2.96% | 2.96% | 128 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 148,729 | 38,955 | 21.21% | 20.73% | 129 | -1,013 | -0.68% | Q1 2026 | May 11, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 136,093 | 38,944 | 1.49% | 1.39% | 130 | +7,688 | 5.99% | Q1 2026 | Apr 24, 2026 |
| Lido Advisors, LLC | History | Added to | 146,103 | 38,267 | 0.12% | 0.11% | 131 | +1,657 | 1.15% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 145,876 | 38,207 | 0.02% | 0.03% | 132 | -154,175 | -51.38% | Q1 2026 | May 18, 2026 |
| Legacy Financial Group LLC | History | Added to | 143,888 | 37,687 | 4.74% | 4.83% | 133 | +270 | 0.19% | Q1 2026 | May 04, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 142,972 | 37,447 | 1.14% | 1.08% | 134 | -1,056 | -0.73% | Q1 2026 | Apr 24, 2026 |
| Aufman Associates Inc | History | Reduced | 142,772 | 37,394 | 18.35% | 19.07% | 135 | -1,469 | -1.02% | Q1 2026 | May 15, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 142,250 | 37,258 | 1.56% | 1.68% | 136 | -7,553 | -5.04% | Q1 2026 | Apr 30, 2026 |
| Brown Financial Advisory | History | Added to | 141,352 | 37,022 | 18.36% | 16.17% | 137 | +17,345 | 13.99% | Q1 2026 | Apr 24, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 135,454 | 36,858 | 7.47% | 7.71% | 138 | +617 | 0.46% | Q1 2026 | Apr 15, 2026 |
| Compound Planning, Inc. | History | Reduced | 137,137 | 35,918 | 1.1% | 1.17% | 139 | -17,709 | -11.44% | Q1 2026 | May 14, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 136,177 | 35,667 | 7.04% | 7.16% | 140 | +3,694 | 2.79% | Q1 2026 | Apr 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 135,340 | 35,448 | 0.21% | 0.21% | 141 | +4,675 | 3.58% | Q1 2026 | May 05, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 133,155 | 34,876 | 3.67% | 2.0% | 142 | +91,409 | 218.96% | Q1 2026 | Apr 17, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 133,084 | 34,857 | 0.92% | 0.78% | 143 | +15,006 | 12.71% | Q1 2026 | May 01, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 132,988 | 34,832 | 1.44% | 1.3% | 144 | +4,391 | 3.41% | Q1 2026 | Apr 21, 2026 |
| NORTHERN TRUST CORP | History | Added to | 132,857 | 34,797 | 0.0% | 0.0% | 145 | +1,969 | 1.5% | Q1 2026 | May 14, 2026 |
| Whelan Financial | History | Reduced | 129,152 | 33,827 | 10.5% | 10.43% | 146 | -288 | -0.22% | Q1 2026 | Apr 24, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 129,053 | 33,775 | 0.96% | 1.24% | 147 | -24,812 | -16.13% | Q1 2026 | Apr 09, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 128,314 | 33,607 | 3.77% | 0.0% | 148 | +128,206 | 118709.26% | Q1 2026 | Apr 15, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 128,019 | 33,530 | 4.72% | 6.23% | 149 | -2,574 | -1.97% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 126,695 | 33,183 | 0.25% | 0.26% | 150 | +1,495 | 1.19% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 126,682 | 33,180 | 0.48% | 0.52% | 151 | +263 | 0.21% | Q1 2026 | Apr 10, 2026 |
| Randolph Co Inc | History | Added to | 126,290 | 33,077 | 3.16% | 3.12% | 152 | +100 | 0.08% | Q1 2026 | Apr 24, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 123,580 | 32,367 | 12.5% | 12.07% | 153 | +2,481 | 2.05% | Q1 2026 | Apr 29, 2026 |
| Wolff Financial Management LLC | History | Added to | 123,376 | 32,314 | 7.14% | 6.99% | 154 | +2,951 | 2.45% | Q1 2026 | Apr 15, 2026 |
| Brookstone Capital Management | History | Added to | 122,115 | 31,984 | 0.37% | 0.34% | 155 | +5,444 | 4.67% | Q1 2026 | Apr 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 120,685 | 31,609 | 0.27% | 0.22% | 156 | +4,018 | 3.44% | Q1 2026 | May 13, 2026 |
| WP Advisors, LLC | History | Reduced | 120,390 | 31,532 | 8.16% | 7.91% | 157 | -2,701 | -2.19% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 119,749 | 31,364 | 0.0% | 0.0% | 158 | +6,362 | 5.61% | Q1 2026 | May 15, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 119,511 | 31,302 | 4.54% | 4.54% | 159 | -4,157 | -3.36% | Q1 2026 | Apr 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 118,565 | 31,054 | 0.17% | 0.06% | 160 | +78,539 | 196.22% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Added to | 118,060 | 31,037 | 1.67% | 0.91% | 161 | +36,498 | 44.75% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 118,233 | 30,967 | 0.37% | 0.36% | 162 | -6,353 | -5.1% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 117,822 | 30,859 | 1.22% | 1.21% | 163 | -2,862 | -2.37% | Q1 2026 | Apr 13, 2026 |
| Circle Wealth Management, LLC | History | Added to | 117,586 | 30,798 | 0.44% | 0.35% | 164 | +30,000 | 34.25% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 117,447 | 30,748 | 0.19% | 0.18% | 165 | -1,323 | -1.11% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 115,857 | 30,345 | 0.7% | 0.73% | 166 | -947 | -0.81% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 115,543 | 30,262 | 0.12% | — | 167 | +115,543 | New | Q1 2026 | May 08, 2026 |
| Tidal Investments LLC | History | Reduced | 114,854 | 30,082 | 0.06% | 0.09% | 168 | -34,462 | -23.08% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 114,000 | 29,858 | 0.41% | 0.44% | 169 | -5,442 | -4.56% | Q1 2026 | Apr 08, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 113,964 | 29,849 | 14.74% | 0.19% | 170 | +112,478 | 7569.18% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 112,000 | 29,334 | 0.23% | 0.23% | 171 | +38,537 | 52.46% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 111,460 | 29,193 | 1.2% | 1.19% | 172 | +356 | 0.32% | Q1 2026 | May 12, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Added to | 111,329 | 29,159 | 10.81% | 10.45% | 173 | +2,068 | 1.89% | Q1 2026 | Apr 14, 2026 |
| BANK OF HAWAII | History | Added to | 110,356 | 28,904 | 1.51% | 1.4% | 174 | +155 | 0.14% | Q1 2026 | May 14, 2026 |
| Howard Capital Management Group, LLC | History | Added to | 110,269 | 28,881 | 1.92% | 1.74% | 175 | +3,460 | 3.24% | Q1 2026 | Apr 15, 2026 |
| Summit Financial, LLC | History | Added to | 110,082 | 28,832 | 0.37% | 0.37% | 176 | +11,851 | 12.06% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 110,024 | 28,817 | 0.88% | 0.55% | 177 | +52,410 | 90.97% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 108,081 | 28,308 | 0.01% | 0.01% | 178 | +14,313 | 15.26% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Reduced | 106,896 | 27,998 | 1.37% | 1.39% | 179 | -1,914 | -1.76% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 106,288 | 27,839 | 0.14% | 0.16% | 180 | -9,508 | -8.21% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 106,060 | 27,779 | 0.07% | 0.08% | 181 | -7,363 | -6.49% | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 103,322 | 27,062 | 0.32% | 0.32% | 182 | -5,497 | -5.05% | Q1 2026 | May 06, 2026 |
| SP Asset Management LLC | History | Reduced | 102,259 | 26,783 | 2.36% | 2.13% | 183 | -2,283 | -2.18% | Q1 2026 | May 06, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 100,875 | 26,421 | 1.09% | 1.12% | 184 | -3,290 | -3.16% | Q1 2026 | Apr 28, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 100,683 | 26,370 | 0.33% | 0.33% | 185 | -824 | -0.81% | Q1 2026 | Apr 28, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 100,163 | 26,234 | 6.0% | 5.61% | 186 | +3,141 | 3.24% | Q1 2026 | Apr 23, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 99,375 | 26,028 | 1.66% | 1.65% | 187 | -1,729 | -1.71% | Q1 2026 | Apr 14, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 99,166 | 25,973 | 10.79% | 10.9% | 188 | -1,786 | -1.77% | Q1 2026 | Apr 21, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 98,182 | 25,715 | 0.56% | 0.48% | 189 | +9,313 | 10.48% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 98,179 | 25,713 | 0.02% | 0.02% | 190 | -12,429 | -11.24% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 98,074 | 25,687 | 0.12% | 0.18% | 191 | -21,469 | -17.96% | Q1 2026 | May 04, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 98,052 | 25,681 | 1.58% | 1.57% | 192 | +865 | 0.89% | Q1 2026 | May 05, 2026 |
| TRB Wealth Management, LLC | History | New | 97,880 | 25,636 | 3.64% | — | 193 | +97,880 | New | Q1 2026 | May 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 96,958 | 25,395 | 1.34% | 1.29% | 194 | +4,338 | 4.68% | Q1 2026 | Apr 13, 2026 |
| Curran Financial Partners, LLC | History | Added to | 96,187 | 25,193 | 4.51% | 4.24% | 195 | +9,676 | 11.18% | Q1 2026 | Apr 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 95,944 | 25,129 | 0.35% | 0.29% | 196 | +10,208 | 11.91% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 94,388 | 24,722 | 0.13% | 0.14% | 197 | -4,361 | -4.42% | Q1 2026 | May 08, 2026 |
| BROWN ADVISORY INC | History | Reduced | 93,454 | 24,477 | 0.04% | 0.03% | 198 | -2,869 | -2.98% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Added to | 93,267 | 24,428 | 0.58% | 0.48% | 199 | +9,964 | 11.96% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 91,720 | 24,023 | 1.5% | 1.46% | 200 | +3,971 | 4.53% | Q1 2026 | Apr 27, 2026 |
| Nuveen, LLC | History | Added to | 91,205 | 23,888 | 0.01% | 0.01% | 201 | +10,125 | 12.49% | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | Reduced | 91,139 | 23,871 | 0.04% | 0.04% | 202 | -3,019 | -3.21% | Q1 2026 | May 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 91,104 | 23,861 | 0.15% | 0.14% | 203 | +5,114 | 5.95% | Q1 2026 | Apr 27, 2026 |
| WBH ADVISORY INC | History | Reduced | 89,261 | 23,512 | 1.76% | 1.76% | 204 | -3,041 | -3.29% | Q1 2026 | Apr 27, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 89,427 | 23,422 | 0.06% | 0.06% | 205 | +6,678 | 8.07% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 89,254 | 23,377 | 0.33% | 0.38% | 206 | +3,660 | 4.28% | Q1 2026 | May 12, 2026 |
| Glenview Trust Co | History | Added to | 88,617 | 23,210 | 0.36% | 0.35% | 207 | +31 | 0.03% | Q1 2026 | May 08, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 88,378 | 23,148 | 1.07% | 1.02% | 208 | +1,519 | 1.75% | Q1 2026 | Apr 29, 2026 |
| ASPIRIANT, LLC | History | Added to | 88,362 | 23,143 | 0.66% | 0.6% | 209 | +6,849 | 8.4% | Q1 2026 | May 12, 2026 |
| Cadence Bank | History | No change | 89,357 | 23,049 | 1.35% | 1.35% | 210 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Added to | 87,707 | 22,972 | 11.19% | 10.75% | 211 | +3,010 | 3.55% | Q1 2026 | Apr 14, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 87,526 | 22,924 | 5.46% | 5.52% | 212 | +77 | 0.09% | Q1 2026 | Apr 22, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 87,478 | 22,912 | 0.05% | 0.04% | 213 | -4,390 | -4.78% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 86,393 | 22,628 | 0.0% | 0.0% | 214 | +68,302 | 377.55% | Q1 2026 | May 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 86,202 | 22,578 | 2.81% | 2.12% | 215 | +19,231 | 28.72% | Q1 2026 | Apr 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 86,104 | 22,552 | 1.03% | 0.9% | 216 | +6,550 | 8.23% | Q1 2026 | May 06, 2026 |
| Crewe Advisors LLC | History | No change | 85,513 | 22,397 | 1.91% | 1.95% | 217 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Reduced | 85,257 | 22,335 | 10.22% | 14.12% | 218 | -202,256 | -70.35% | Q1 2026 | Apr 22, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 83,747 | 21,935 | 0.34% | 0.38% | 219 | -178 | -0.21% | Q1 2026 | May 04, 2026 |
| Elm Partners Management LLC | History | Added to | 85,423 | 21,683 | 0.94% | 0.88% | 220 | +10,578 | 14.13% | Q1 2026 | May 13, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 82,718 | 21,665 | 4.97% | 5.01% | 221 | +1,092 | 1.34% | Q1 2026 | Apr 20, 2026 |
| Noble Family Wealth, LLC | History | Added to | 82,179 | 21,524 | 4.44% | 4.29% | 222 | +3,259 | 4.13% | Q1 2026 | Apr 23, 2026 |
| BCK Partners, Inc. | History | Reduced | 81,950 | 21,464 | 11.59% | 11.43% | 223 | -69 | -0.08% | Q1 2026 | Apr 27, 2026 |
| VestGen Advisors, LLC | History | Added to | 73,013 | 20,905 | 0.56% | 0.39% | 224 | +37,854 | 107.67% | Q1 2026 | May 14, 2026 |
| DeDora Capital, Inc. | History | Added to | 79,562 | 20,838 | 5.11% | 4.82% | 225 | +695 | 0.88% | Q1 2026 | Apr 27, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 78,768 | 20,630 | 6.56% | 6.45% | 226 | -1,242 | -1.55% | Q1 2026 | Apr 27, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 78,747 | 20,625 | 2.01% | 1.83% | 227 | -561 | -0.71% | Q1 2026 | May 01, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 77,948 | 20,532 | 4.57% | 4.35% | 228 | +826 | 1.07% | Q1 2026 | Apr 14, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 78,264 | 20,498 | 1.08% | 1.08% | 229 | -1,093 | -1.38% | Q1 2026 | Apr 17, 2026 |
| Twele Capital Management, Inc. | History | Added to | 78,142 | 20,466 | 3.65% | 3.6% | 230 | +3 | 0.0% | Q1 2026 | Apr 07, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 77,373 | 20,265 | 0.64% | 0.64% | 231 | -323 | -0.42% | Q1 2026 | May 11, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 76,985 | 20,163 | 1.92% | 1.97% | 232 | -2,075 | -2.62% | Q1 2026 | May 13, 2026 |
| Charles Schwab Trust Co | History | Added to | 76,578 | 20,057 | 1.3% | 1.3% | 233 | +145 | 0.19% | Q1 2026 | Apr 10, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 76,335 | 19,993 | 0.38% | 0.39% | 234 | -4,076 | -5.07% | Q1 2026 | May 01, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 75,826 | 19,860 | 0.2% | 0.26% | 235 | -7,176 | -8.65% | Q1 2026 | May 13, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 75,521 | 19,784 | 1.37% | 1.6% | 236 | +3,663 | 5.1% | Q1 2026 | May 18, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 75,449 | 19,761 | 4.53% | 4.39% | 237 | +303 | 0.4% | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 74,831 | 19,599 | 0.58% | 0.54% | 238 | +157 | 0.21% | Q1 2026 | Apr 29, 2026 |
| World Investment Advisors | History | Added to | 74,777 | 19,585 | 0.32% | 0.28% | 239 | +7,931 | 11.86% | Q1 2026 | Apr 27, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 74,047 | 19,394 | 1.16% | 1.08% | 240 | +4,912 | 7.1% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 73,594 | 19,275 | 0.1% | 0.1% | 241 | +4,866 | 7.08% | Q1 2026 | May 13, 2026 |
| SAM Advisors, LLC | History | Added to | 73,572 | 19,269 | 6.04% | 5.92% | 242 | +1,011 | 1.39% | Q1 2026 | Apr 29, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 72,899 | 19,093 | 3.33% | 3.31% | 243 | -194 | -0.27% | Q1 2026 | Apr 23, 2026 |
| OneAscent Financial Services LLC | History | Added to | 72,707 | 19,043 | 1.03% | 0.31% | 244 | +59,734 | 460.45% | Q1 2026 | Apr 21, 2026 |
| McIlrath & Eck, LLC | History | Added to | 72,618 | 19,020 | 1.41% | 1.67% | 245 | +3,061 | 4.4% | Q1 2026 | May 19, 2026 |
| Quantinno Capital Management LP | History | Added to | 72,283 | 18,932 | 0.03% | 0.03% | 246 | +21,217 | 41.55% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 71,832 | 18,814 | 0.19% | 0.21% | 247 | -2,788 | -3.74% | Q1 2026 | Apr 27, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 71,747 | 18,791 | 3.05% | 2.88% | 248 | +3,328 | 4.86% | Q1 2026 | Apr 22, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 71,731 | 18,787 | 2.23% | 2.13% | 249 | +275 | 0.38% | Q1 2026 | Apr 21, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 70,959 | 18,585 | 3.48% | 3.49% | 250 | -790 | -1.1% | Q1 2026 | Apr 28, 2026 |
| Stephens Consulting, LLC | History | No change | 71,033 | 18,323 | 5.92% | 5.92% | 251 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Gemmer Asset Management LLC | History | Added to | 69,601 | 18,229 | 1.44% | 1.36% | 252 | +1,247 | 1.82% | Q1 2026 | Apr 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 69,566 | 18,221 | 0.33% | 0.36% | 253 | -2,519 | -3.49% | Q1 2026 | May 11, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Added to | 69,458 | 18,192 | 10.48% | 10.0% | 254 | +1,336 | 1.96% | Q1 2026 | Apr 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 70,296 | 18,132 | 0.01% | 0.01% | 255 | +634 | 0.91% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 68,585 | 17,963 | 0.07% | 0.07% | 256 | -725 | -1.05% | Q1 2026 | May 14, 2026 |
| Crane Advisory, LLC | History | Reduced | 63,769 | 17,827 | 2.67% | 2.72% | 257 | -2,225 | -3.37% | Q1 2026 | Apr 20, 2026 |
| Independent Advisor Alliance | History | Added to | 67,948 | 17,797 | 0.19% | 0.03% | 258 | +63,630 | 1473.6% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 67,507 | 17,681 | 0.08% | 0.07% | 259 | +4,471 | 7.09% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | Added to | 67,379 | 17,647 | 4.01% | 4.06% | 260 | +186 | 0.28% | Q1 2026 | Apr 10, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 67,185 | 17,597 | 0.78% | 0.79% | 261 | -1,282 | -1.87% | Q1 2026 | Apr 09, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 65,906 | 17,262 | 0.08% | 0.07% | 262 | -673 | -1.01% | Q1 2026 | May 07, 2026 |
| Aries Wealth Management | History | Added to | 65,524 | 17,162 | 3.77% | 3.31% | 263 | +7,489 | 12.9% | Q1 2026 | May 14, 2026 |
| AJ Advisors, LLC | History | Added to | 65,512 | 17,158 | 6.37% | 6.1% | 264 | +1,468 | 2.29% | Q1 2026 | Apr 22, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 65,255 | 17,091 | 1.17% | 0.81% | 265 | +25,615 | 64.62% | Q1 2026 | Apr 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 63,755 | 16,927 | 0.35% | 0.36% | 266 | -696 | -1.08% | Q1 2026 | Apr 28, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | New | 64,480 | 16,888 | 0.18% | — | 267 | +64,480 | New | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 64,185 | 16,811 | 0.21% | 0.21% | 268 | -399 | -0.62% | Q1 2026 | Apr 20, 2026 |
| Dunhill Financial, LLC | History | Added to | 63,623 | 16,664 | 3.93% | 3.59% | 269 | +6,241 | 10.88% | Q1 2026 | May 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 63,572 | 16,650 | 0.05% | 0.04% | 270 | +2,810 | 4.62% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Reduced | 63,537 | 16,641 | 0.19% | 0.19% | 271 | -1,815 | -2.78% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Reduced | 63,124 | 16,533 | 0.47% | 0.94% | 272 | -61,402 | -49.31% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 63,123 | 16,533 | 0.18% | 0.19% | 273 | -697 | -1.09% | Q1 2026 | Apr 20, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 62,822 | 16,454 | 0.26% | 0.23% | 274 | +2,468 | 4.09% | Q1 2026 | May 15, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 62,145 | 16,447 | 6.81% | 6.51% | 275 | +1,952 | 3.24% | Q1 2026 | Apr 15, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 62,686 | 16,418 | 2.0% | 1.9% | 276 | -173 | -0.28% | Q1 2026 | May 06, 2026 |
| True North Advisors, LLC | History | Reduced | 62,645 | 16,407 | 1.87% | 2.13% | 277 | -1,167 | -1.83% | Q1 2026 | May 07, 2026 |
| Wedmont Private Capital | History | Added to | 60,051 | 16,399 | 0.53% | 0.54% | 278 | +2,444 | 4.24% | Q1 2026 | Apr 09, 2026 |
| McAdam, LLC | History | Added to | 61,703 | 16,161 | 0.73% | 0.7% | 279 | +2,011 | 3.37% | Q1 2026 | May 08, 2026 |
| Wealth Architects, LLC | History | Reduced | 60,594 | 15,870 | 1.41% | 1.44% | 280 | -1,462 | -2.36% | Q1 2026 | May 15, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 60,344 | 15,805 | 0.27% | 0.24% | 281 | +2,946 | 5.13% | Q1 2026 | May 13, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 60,282 | 15,789 | 3.98% | 3.55% | 282 | +5,419 | 9.88% | Q1 2026 | Apr 16, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 60,118 | 15,746 | 0.13% | 0.13% | 283 | -1,504 | -2.44% | Q1 2026 | May 01, 2026 |
| Plum Street Advisors, LLC | History | Added to | 59,686 | 15,632 | 5.41% | 5.41% | 284 | +844 | 1.43% | Q1 2026 | May 14, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Reduced | 59,575 | 15,603 | 2.52% | 2.44% | 285 | -1,210 | -1.99% | Q1 2026 | May 08, 2026 |
| Focused Wealth Management, Inc | History | Added to | 58,073 | 15,210 | 1.58% | 1.46% | 286 | +3,882 | 7.16% | Q1 2026 | Apr 20, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 57,413 | 15,037 | 8.54% | 8.46% | 287 | +834 | 1.47% | Q1 2026 | Apr 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 57,404 | 15,035 | 0.17% | 0.04% | 288 | +45,977 | 402.35% | Q1 2026 | May 15, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 56,971 | 14,921 | 3.92% | 3.73% | 289 | +946 | 1.69% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 53,248 | 14,868 | 0.27% | 0.55% | 290 | +10,092 | 23.38% | Q1 2026 | May 01, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 56,691 | 14,848 | 0.64% | 0.64% | 291 | +276 | 0.49% | Q1 2026 | May 11, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 56,670 | 14,842 | 6.73% | 6.67% | 292 | +788 | 1.41% | Q1 2026 | Apr 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 56,364 | 14,762 | 0.31% | 0.31% | 293 | -630 | -1.11% | Q1 2026 | Apr 27, 2026 |
| Savvy Advisors, Inc. | History | Added to | 56,306 | 14,747 | 0.39% | 0.44% | 294 | +3,696 | 7.03% | Q1 2026 | May 11, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 55,739 | 14,599 | 8.64% | 8.43% | 295 | +91 | 0.16% | Q1 2026 | Apr 16, 2026 |
| Trust Co of the South | History | Reduced | 55,631 | 14,570 | 2.34% | 2.43% | 296 | -2,919 | -4.99% | Q1 2026 | Apr 06, 2026 |
| White Wing Wealth Management | History | Added to | 55,450 | 14,523 | 8.72% | 8.52% | 297 | +109 | 0.2% | Q1 2026 | Apr 13, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 55,103 | 14,432 | 2.97% | 2.71% | 298 | +3,673 | 7.14% | Q1 2026 | Apr 24, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 54,990 | 14,402 | 4.3% | 4.17% | 299 | +1,101 | 2.04% | Q1 2026 | May 05, 2026 |
| Frisco Financial Planning LLC | History | Added to | 54,623 | 14,306 | 11.8% | 11.71% | 300 | +306 | 0.56% | Q1 2026 | May 12, 2026 |