VANGUARD INSTITUTIONAL INDEX FUNDS - VBIL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WIT, LLC | History | New | 2,647,432 | 200,278 | 3.78% | — | 1 | +2,647,432 | New | Q1 2026 | May 15, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 2,365,018 | 178,913 | 4.13% | 3.15% | 2 | +564,607 | 31.36% | Q1 2026 | Apr 29, 2026 |
| Oxbow Advisors, LLC | History | Added to | 2,285,697 | 172,912 | 14.7% | 11.53% | 3 | +547,885 | 31.53% | Q1 2026 | Apr 27, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 1,879,681 | 142,197 | 7.63% | 7.75% | 4 | -24,437 | -1.28% | Q1 2026 | Apr 08, 2026 |
| Elm Partners Management LLC | History | Added to | 1,842,620 | 139,357 | 6.04% | 0.37% | 5 | +1,733,722 | 1592.06% | Q1 2026 | May 13, 2026 |
| SCS Capital Management LLC | History | Added to | 1,483,843 | 112,252 | 1.19% | 1.1% | 6 | +113,145 | 8.25% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,412,863 | 106,883 | 0.01% | 0.01% | 7 | +495,701 | 54.05% | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,225,424 | 92,703 | 6.22% | 3.39% | 8 | +560,726 | 84.36% | Q1 2026 | Apr 10, 2026 |
| GREENHAVEN ASSOCIATES INC | History | Added to | 1,196,425 | 90,509 | 1.49% | 0.94% | 9 | +423,700 | 54.83% | Q1 2026 | Apr 06, 2026 |
| UBS Group AG | History | Added to | 1,024,872 | 77,531 | 0.01% | 0.01% | 10 | +467,461 | 83.86% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 942,160 | 71,275 | 0.01% | 0.01% | 11 | +165,404 | 21.29% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 939,082 | 71,041 | 0.0% | 0.0% | 12 | +375,765 | 66.71% | Q1 2026 | May 15, 2026 |
| FSA Investment Group, LLC | History | New | 807,654 | 61,099 | 24.59% | — | 13 | +807,654 | New | Q1 2026 | Apr 21, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 793,228 | 60,007 | 12.45% | 10.54% | 14 | +160,239 | 25.31% | Q1 2026 | May 14, 2026 |
| BetterWealth, LLC | History | Added to | 655,107 | 49,558 | 9.72% | 0.36% | 15 | +634,105 | 3019.26% | Q1 2026 | Apr 24, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 605,802 | 45,828 | 1.45% | 1.5% | 16 | -4,219 | -0.69% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 529,101 | 40,026 | 0.05% | 0.05% | 17 | +44,905 | 9.27% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Added to | 477,464 | 36,120 | 0.01% | 0.01% | 18 | +157,120 | 49.05% | Q1 2026 | May 06, 2026 |
| Cypress Capital, LLC | History | Added to | 464,276 | 35,122 | 9.99% | 9.3% | 19 | +23,743 | 5.39% | Q1 2026 | Apr 28, 2026 |
| Apella Capital, LLC | History | Added to | 454,601 | 34,354 | 0.51% | 0.22% | 20 | +310,307 | 215.05% | Q1 2026 | Apr 20, 2026 |
| AWM CAPITAL, LLC | History | Added to | 394,239 | 29,824 | 2.7% | 0.17% | 21 | +370,046 | 1529.56% | Q1 2026 | May 12, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 383,517 | 28,947 | 3.58% | 3.88% | 22 | -25,807 | -6.3% | Q1 2026 | Apr 07, 2026 |
| Altiora Financial Group, LLC | History | Added to | 376,280 | 28,465 | 4.69% | 4.01% | 23 | +68,143 | 22.11% | Q1 2026 | May 08, 2026 |
| Fortitude Family Office, LLC | History | Added to | 336,427 | 25,450 | 5.68% | 4.96% | 24 | +53,568 | 18.94% | Q1 2026 | Apr 15, 2026 |
| SYKON CAPITAL LLC | History | Added to | 330,408 | 24,995 | 8.33% | 0.09% | 25 | +326,552 | 8468.67% | Q1 2026 | Apr 22, 2026 |
| Garde Capital, Inc. | History | New | 302,794 | 22,906 | 1.37% | — | 26 | +302,794 | New | Q1 2026 | Apr 28, 2026 |
| Red Wave Investments LLC | History | Added to | 281,795 | 21,317 | 6.37% | 5.75% | 27 | +25,602 | 9.99% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 273,586 | 20,696 | 0.01% | 0.0% | 28 | +81,643 | 42.54% | Q1 2026 | May 04, 2026 |
| Cardinal Point Capital Management ULC | History | New | 273,105 | 20,660 | 1.27% | — | 29 | +273,105 | New | Q1 2026 | Apr 20, 2026 |
| Symmetry Partners, LLC | History | Added to | 273,094 | 20,659 | 1.18% | 0.86% | 30 | +81,339 | 42.42% | Q1 2026 | Apr 27, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 265,323 | 20,072 | 0.35% | 0.29% | 31 | +33,355 | 14.38% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 256,897 | 19,434 | 0.01% | 0.01% | 32 | +24,899 | 10.73% | Q1 2026 | May 14, 2026 |
| Rossmore Private Capital | History | Added to | 254,961 | 19,287 | 1.69% | 0.57% | 33 | +169,793 | 199.36% | Q1 2026 | May 01, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 254,057 | 19,219 | 0.45% | 0.28% | 34 | +99,295 | 64.16% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 253,575 | 19,182 | 0.58% | 1.19% | 35 | -174,122 | -40.71% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 243,010 | 18,383 | 1.41% | 1.05% | 36 | +71,745 | 41.89% | Q1 2026 | Apr 22, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 237,000 | 17,929 | 0.01% | 0.01% | 37 | -3,200 | -1.33% | Q1 2026 | Apr 30, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 233,623 | 17,673 | 3.52% | 3.1% | 38 | +36,741 | 18.66% | Q1 2026 | Apr 09, 2026 |
| LRI Investments, LLC | History | Added to | 219,148 | 16,578 | 1.47% | 1.32% | 39 | +1,972 | 0.91% | Q1 2026 | Apr 30, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 205,702 | 15,561 | 1.28% | 0.52% | 40 | +126,510 | 159.75% | Q1 2026 | May 05, 2026 |
| Miller Investment Management, LP | History | Added to | 195,900 | 14,819 | 1.47% | 1.33% | 41 | +15,000 | 8.29% | Q1 2026 | May 08, 2026 |
| Blume Capital Management, Inc. | History | Added to | 195,049 | 14,755 | 2.51% | 2.13% | 42 | +39,777 | 25.62% | Q1 2026 | May 01, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 191,937 | 14,520 | 3.26% | 3.28% | 43 | +10,137 | 5.58% | Q1 2026 | May 14, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Reduced | 187,070 | 14,151 | 5.31% | 5.96% | 44 | -12,031 | -6.04% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 186,967 | 14,144 | 0.01% | 0.01% | 45 | +3,839 | 2.1% | Q1 2026 | May 15, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 184,791 | 13,979 | 6.8% | 5.55% | 46 | +42,911 | 30.24% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | Added to | 178,324 | 13,490 | 0.02% | 0.0% | 47 | +172,599 | 3014.83% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 165,882 | 12,548 | 0.12% | 0.14% | 48 | -6,792 | -3.93% | Q1 2026 | May 12, 2026 |
| Delta Investment Management, LLC | History | Reduced | 165,291 | 12,504 | 2.24% | 4.09% | 49 | -147,236 | -47.11% | Q1 2026 | May 12, 2026 |
| Gross & Hartman Investments LLC | History | Added to | 157,497 | 11,914 | 6.19% | 5.57% | 50 | +28,008 | 21.63% | Q1 2026 | May 15, 2026 |
| Roundview Capital LLC | History | New | 154,293 | 11,672 | 0.73% | — | 51 | +154,293 | New | Q1 2026 | May 08, 2026 |
| RFP Financial Group LLC | History | Added to | 152,672 | 11,549 | 6.28% | 1.27% | 52 | +117,409 | 332.95% | Q1 2026 | May 13, 2026 |
| eCIO, Inc. | History | Added to | 134,431 | 10,169 | 4.47% | 2.66% | 53 | +58,783 | 77.71% | Q1 2026 | Apr 14, 2026 |
| Greenline Partners, LLC | History | Reduced | 133,703 | 10,114 | 1.09% | 1.43% | 54 | -32,327 | -19.47% | Q1 2026 | May 15, 2026 |
| Englebert Financial Advisers, LLC | History | Reduced | 132,616 | 10,032 | 11.41% | 16.31% | 55 | -56,319 | -29.81% | Q1 2026 | Apr 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 129,998 | 9,834 | 0.06% | 0.04% | 56 | +36,827 | 39.53% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 118,646 | 8,975 | 0.01% | 0.01% | 57 | +48,642 | 69.48% | Q1 2026 | May 15, 2026 |
| Lakewood Asset Management LLC | History | Added to | 116,503 | 8,813 | 5.63% | 4.88% | 58 | +6,374 | 5.79% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Added to | 115,684 | 8,751 | 4.75% | 1.58% | 59 | +76,103 | 192.27% | Q1 2026 | Apr 23, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 115,370 | 8,727 | 1.07% | 1.15% | 60 | -4,902 | -4.08% | Q1 2026 | Apr 23, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 112,279 | 8,493 | 0.73% | 0.62% | 61 | +17,250 | 18.15% | Q1 2026 | Apr 07, 2026 |
| GenTrust, LLC | History | Added to | 112,020 | 8,474 | 0.36% | 0.06% | 62 | +93,694 | 511.26% | Q1 2026 | Apr 27, 2026 |
| Cambria Investment Management, L.P. | History | New | 111,941 | 8,444 | 0.47% | — | 63 | +111,941 | New | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 111,424 | 8,429 | 0.01% | 0.01% | 64 | +35,363 | 46.49% | Q1 2026 | May 05, 2026 |
| Stonebridge Financial Group, LLC | History | New | 106,916 | 8,088 | 0.67% | — | 65 | +106,916 | New | Q1 2026 | Apr 08, 2026 |
| Summit Global Investments | History | New | 105,857 | 8,008 | 0.47% | — | 66 | +105,857 | New | Q1 2026 | May 07, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 102,110 | 7,724 | 1.12% | 0.14% | 67 | +89,020 | 680.06% | Q1 2026 | Apr 20, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 101,578 | 7,684 | 0.55% | 0.34% | 68 | +39,074 | 62.51% | Q1 2026 | May 15, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 101,439 | 7,673 | 3.35% | 3.15% | 69 | -6,509 | -6.03% | Q1 2026 | May 01, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 91,525 | 6,923 | 1.29% | 0.78% | 70 | +36,877 | 67.48% | Q1 2026 | Apr 28, 2026 |
| PFW Advisors LLC | History | Added to | 91,463 | 6,919 | 2.18% | 1.47% | 71 | +27,152 | 42.22% | Q1 2026 | Apr 10, 2026 |
| Factorial Partners, LLC | History | Added to | 91,000 | 6,884 | 5.0% | 2.35% | 72 | +43,900 | 93.21% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 90,642 | 6,857 | 0.09% | 0.09% | 73 | +6,637 | 7.9% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 90,248 | 6,827 | 0.03% | 0.05% | 74 | -80,196 | -47.05% | Q1 2026 | May 15, 2026 |
| First Pacific Advisors, LP | History | New | 90,159 | 6,820 | 0.1% | — | 75 | +90,159 | New | Q1 2026 | May 13, 2026 |
| Astra Wealth Partners LLC | History | Added to | 88,760 | 6,714 | 4.01% | 1.72% | 76 | +49,876 | 128.27% | Q1 2026 | May 06, 2026 |
| Greenspring Advisors, LLC | History | Added to | 84,871 | 6,420 | 0.39% | 0.22% | 77 | +36,246 | 74.54% | Q1 2026 | May 04, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 84,501 | 6,392 | 0.22% | 0.12% | 78 | +41,658 | 97.23% | Q1 2026 | Apr 20, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 83,696 | 6,331 | 0.11% | 0.11% | 79 | +4,433 | 5.59% | Q1 2026 | Apr 10, 2026 |
| MRWM Advisors, LLC | History | Reduced | 82,505 | 6,241 | 3.38% | 3.69% | 80 | -8,618 | -9.46% | Q1 2026 | Apr 20, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 82,488 | 6,240 | 0.76% | 1.02% | 81 | -37,994 | -31.54% | Q1 2026 | May 14, 2026 |
| Foundry Financial LLC | History | Added to | 81,129 | 6,137 | 2.6% | 2.4% | 82 | +20,682 | 34.22% | Q1 2026 | Apr 21, 2026 |
| Brookstone Capital Management | History | Reduced | 80,668 | 6,102 | 0.07% | 0.17% | 83 | -119,488 | -59.7% | Q1 2026 | Apr 16, 2026 |
| Creative Planning | History | Added to | 79,914 | 6,045 | 0.0% | 0.0% | 84 | +34,888 | 77.48% | Q1 2026 | May 12, 2026 |
| Guardian Wealth Management, Inc. | History | Added to | 76,755 | 5,806 | 3.17% | 0.27% | 85 | +70,588 | 1144.61% | Q1 2026 | May 08, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 75,505 | 5,711 | 2.32% | 2.33% | 86 | -4,095 | -5.14% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Added to | 74,081 | 5,604 | 0.01% | 0.0% | 87 | +53,057 | 252.36% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 73,358 | 5,549 | 0.01% | 0.0% | 88 | +40,373 | 122.4% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 72,342 | 5,472 | 0.07% | 0.08% | 89 | -21,082 | -22.57% | Q1 2026 | May 13, 2026 |
| JBR Co Financial Management Inc | History | No change | 70,163 | 5,292 | 2.22% | 2.22% | 90 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Fortis Advisors, LLC | History | Reduced | 68,808 | 5,205 | 2.61% | 3.23% | 91 | -10,087 | -12.79% | Q1 2026 | May 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 67,311 | 5,092 | 0.08% | 0.29% | 92 | -197,379 | -74.57% | Q1 2026 | May 05, 2026 |
| Planned Solutions, Inc. | History | Reduced | 64,891 | 4,909 | 1.61% | 1.58% | 93 | -579 | -0.88% | Q1 2026 | Apr 09, 2026 |
| Savant Capital, LLC | History | Reduced | 64,261 | 4,861 | 0.02% | 0.06% | 94 | -84,566 | -56.82% | Q1 2026 | May 04, 2026 |
| Unison Advisors LLC | History | Added to | 59,453 | 4,497 | 0.34% | 0.3% | 95 | +13,609 | 29.69% | Q1 2026 | Apr 28, 2026 |
| TPG Advisors LLC | History | Added to | 59,216 | 4,479 | 2.79% | 2.31% | 96 | +9,899 | 20.07% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | Added to | 58,352 | 4,414 | 0.0% | 0.0% | 97 | +53,621 | 1133.4% | Q1 2026 | May 13, 2026 |
| SMITH, MOORE & CO. | History | Added to | 57,216 | 4,328 | 0.31% | 0.02% | 98 | +52,836 | 1206.3% | Q1 2026 | May 05, 2026 |
| Ethos Financial Group, LLC | History | New | 56,617 | 4,281 | 0.31% | — | 99 | +56,617 | New | Q1 2026 | May 05, 2026 |
| Sowell Financial Services LLC | History | Reduced | 56,417 | 4,267 | 0.16% | 0.16% | 100 | -14 | -0.02% | Q1 2026 | Apr 20, 2026 |
| Pines Wealth Management, LLC | History | New | 54,588 | 4,129 | 1.34% | — | 101 | +54,588 | New | Q1 2026 | Apr 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 54,517 | 4,124 | 0.12% | 0.12% | 102 | -3,155 | -5.47% | Q1 2026 | Apr 29, 2026 |
| Safe Harbor Family Capital, LLC | History | Added to | 54,457 | 4,119 | 3.22% | 2.04% | 103 | +23,698 | 77.04% | Q1 2026 | May 12, 2026 |
| Level Wealth Management LLC | History | Added to | 54,178 | 4,098 | 1.92% | 1.98% | 104 | +2,960 | 5.78% | Q1 2026 | Apr 27, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 53,444 | 4,043 | 0.65% | 0.11% | 105 | +44,094 | 471.59% | Q1 2026 | May 08, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 52,764 | 3,991 | 0.84% | 0.76% | 106 | +5,305 | 11.18% | Q1 2026 | May 05, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 52,182 | 3,947 | 0.18% | 0.21% | 107 | -7,724 | -12.89% | Q1 2026 | Apr 20, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 51,064 | 3,862 | 2.17% | 2.12% | 108 | +2,267 | 4.65% | Q1 2026 | Apr 13, 2026 |
| Alchemi Wealth, LLC | History | Added to | 50,893 | 3,850 | 2.14% | 2.09% | 109 | +312 | 0.62% | Q1 2026 | May 07, 2026 |
| FLC Capital Advisors | History | Added to | 50,690 | 3,834 | 0.68% | 0.68% | 110 | +1,719 | 3.51% | Q1 2026 | May 01, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 49,895 | 3,774 | 0.51% | 0.49% | 111 | +6,924 | 16.11% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 49,125 | 3,716 | 0.01% | 0.01% | 112 | -7,284 | -12.91% | Q1 2026 | Apr 30, 2026 |
| Beckerman Institutional, LLC | History | Added to | 47,565 | 3,598 | 1.91% | 0.32% | 113 | +40,065 | 534.2% | Q1 2026 | May 04, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 45,738 | 3,460 | 0.34% | — | 114 | +45,738 | New | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | Added to | 45,167 | 3,416 | 0.09% | 0.08% | 115 | +10,518 | 30.36% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | New | 44,838 | 3,391 | 0.01% | — | 116 | +44,838 | New | Q1 2026 | May 14, 2026 |
| SCRATCH CAPITAL LLC | History | Reduced | 43,556 | 3,294 | 1.89% | 2.16% | 117 | -228 | -0.52% | Q1 2026 | May 11, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 43,490 | 3,280 | 0.89% | 0.89% | 118 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 43,137 | 3,263 | 1.61% | 0.21% | 119 | +37,833 | 713.29% | Q1 2026 | Apr 16, 2026 |
| CRA Financial Services, LLC | History | Reduced | 42,122 | 3,186 | 0.41% | 0.45% | 120 | -3,310 | -7.29% | Q1 2026 | Apr 09, 2026 |
| CITADEL ADVISORS LLC | History | New | 41,829 | 3,164 | 0.0% | — | 121 | +41,829 | New | Q1 2026 | May 15, 2026 |
| Factor Wealth Management LTD | History | Added to | 41,726 | 3,156 | 0.59% | 0.15% | 122 | +32,803 | 367.62% | Q1 2026 | Apr 20, 2026 |
| Burton Enright Welch | History | Reduced | 41,208 | 3,117 | 0.42% | 0.5% | 123 | -5,552 | -11.87% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 40,540 | 3,066 | 0.02% | 0.02% | 124 | +843 | 2.12% | Q1 2026 | May 08, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 39,970 | 3,023 | 1.06% | 0.84% | 125 | +11,564 | 40.71% | Q1 2026 | Apr 24, 2026 |
| Heck Capital Advisors, LLC | History | No change | 39,700 | 3,003 | 0.22% | 0.22% | 126 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Reduced | 38,428 | 2,907 | 1.74% | 1.69% | 127 | -1,005 | -2.55% | Q1 2026 | May 01, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 38,327 | 2,899 | 1.64% | 1.34% | 128 | +693 | 1.84% | Q1 2026 | May 04, 2026 |
| TAGStone Capital, Inc. | History | Added to | 36,745 | 2,779 | 0.98% | 0.23% | 129 | +28,699 | 356.69% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 36,456 | 2,757 | 0.0% | — | 130 | +36,456 | New | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 36,394 | 2,753 | 0.03% | 0.01% | 131 | +23,855 | 190.25% | Q1 2026 | Apr 20, 2026 |
| ABLE Financial Group, LLC | History | New | 36,117 | 2,732 | 0.53% | — | 132 | +36,117 | New | Q1 2026 | Apr 20, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 35,467 | 2,683 | 0.74% | 0.36% | 133 | +17,536 | 97.8% | Q1 2026 | May 04, 2026 |
| Arrowroot Family Office, LLC | History | New | 35,361 | 2,675 | 0.88% | — | 134 | +35,361 | New | Q1 2026 | May 15, 2026 |
| Luminvest Wealth Management LLC | History | New | 34,488 | 2,608 | 0.68% | — | 135 | +34,488 | New | Q1 2026 | May 01, 2026 |
| Belpointe Asset Management LLC | History | Added to | 34,063 | 2,576 | 0.09% | 0.03% | 136 | +22,725 | 200.43% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Reduced | 33,989 | 2,571 | 0.05% | 0.05% | 137 | -2,597 | -7.1% | Q1 2026 | May 07, 2026 |
| Vertrix Wealth Management, LLC | History | New | 33,536 | 2,536 | 0.93% | — | 138 | +33,536 | New | Q1 2026 | Apr 24, 2026 |
| CENTRAL TRUST Co | History | Reduced | 33,223 | 2,513 | 0.05% | 0.18% | 139 | -89,539 | -72.94% | Q1 2026 | Apr 17, 2026 |
| Marex Group plc | History | Reduced | 33,085 | 2,502 | 0.02% | 0.03% | 141 | -33,085 | -50.0% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 34,488 | 2,502 | 0.01% | 0.01% | 140 | +15,055 | 77.47% | Q1 2026 | May 15, 2026 |
| Zhang Financial LLC | History | New | 31,129 | 2,354 | 0.08% | — | 142 | +31,129 | New | Q1 2026 | May 06, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 30,724 | 2,324 | 1.02% | 1.25% | 143 | -12,251 | -28.51% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 30,498 | 2,307 | 0.05% | 0.07% | 144 | -11,198 | -26.86% | Q1 2026 | Apr 13, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 29,818 | 2,255 | 0.22% | 0.0% | 145 | +29,331 | 6022.79% | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 29,808 | 2,254 | 0.0% | — | 146 | +29,808 | New | Q1 2026 | May 14, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 29,783 | 2,253 | 0.7% | 0.72% | 147 | -359 | -1.19% | Q1 2026 | Apr 10, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 29,588 | 2,238 | 0.23% | 0.22% | 148 | -682 | -2.25% | Q1 2026 | Apr 27, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 29,349 | 2,220 | 0.2% | 0.12% | 149 | +12,770 | 77.03% | Q1 2026 | May 14, 2026 |
| Cassilly Financial Group LLC | History | Reduced | 28,421 | 2,150 | 1.87% | 2.4% | 150 | -7,592 | -21.08% | Q1 2026 | Apr 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 27,982 | 2,116 | 0.05% | 0.04% | 151 | +7,431 | 36.16% | Q1 2026 | Apr 29, 2026 |
| WEDBUSH SECURITIES INC | History | New | 27,741 | 2,099 | 0.06% | — | 152 | +27,741 | New | Q1 2026 | Apr 21, 2026 |
| Aegis Wealth Management LLC | History | Added to | 26,942 | 2,038 | 1.17% | 0.66% | 153 | +11,377 | 73.09% | Q1 2026 | Apr 22, 2026 |
| Wrenne Financial Planning LLC | History | No change | 26,283 | 1,988 | 0.78% | 0.81% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NavPoint Financial, Inc. | History | Added to | 25,892 | 1,958 | 0.79% | 0.79% | 155 | +1,469 | 6.01% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 25,647 | 1,940 | 0.03% | — | 156 | +25,647 | New | Q1 2026 | May 15, 2026 |
| Northstar Group, Inc. | History | Added to | 25,174 | 1,904 | 0.27% | 0.24% | 157 | +1,329 | 5.57% | Q1 2026 | Apr 28, 2026 |
| Inscription Capital, LLC | History | Added to | 24,755 | 1,872 | 0.2% | 0.18% | 158 | +946 | 3.97% | Q1 2026 | Apr 20, 2026 |
| Castleview Partners, LLC | History | Added to | 23,028 | 1,742 | 0.89% | 0.13% | 159 | +19,507 | 554.02% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 22,970 | 1,737 | 0.06% | 0.08% | 160 | -6,149 | -21.12% | Q1 2026 | Apr 07, 2026 |
| Legacy Advisory Services, LLC | History | New | 22,849 | 1,728 | 1.32% | — | 161 | +22,849 | New | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 22,268 | 1,684 | 0.02% | 0.0% | 162 | +16,736 | 302.53% | Q1 2026 | May 08, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 21,768 | 1,646 | 0.12% | 0.09% | 163 | +497 | 2.34% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 21,452 | 1,623 | 0.08% | 0.07% | 164 | +2,108 | 10.9% | Q1 2026 | May 18, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 20,020 | 1,514 | 0.58% | 0.57% | 165 | -332 | -1.63% | Q1 2026 | May 12, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 19,779 | 1,496 | 0.57% | 1.13% | 166 | -18,000 | -47.65% | Q1 2026 | Apr 21, 2026 |
| SCOTIA CAPITAL INC. | History | New | 18,652 | 1,411 | 0.01% | — | 167 | +18,652 | New | Q1 2026 | May 13, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 18,285 | 1,383 | 0.21% | 0.23% | 168 | -2,737 | -13.02% | Q1 2026 | Apr 09, 2026 |
| Farrell Financial LLC | History | Reduced | 18,256 | 1,381 | 0.83% | 1.06% | 169 | -5,517 | -23.21% | Q1 2026 | Apr 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 18,166 | 1,374 | 0.02% | 0.03% | 170 | -6,627 | -26.73% | Q1 2026 | Apr 08, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 18,196 | 1,373 | 0.26% | 0.26% | 171 | +621 | 3.53% | Q1 2026 | Apr 09, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 18,063 | 1,366 | 0.59% | 1.31% | 172 | -24,899 | -57.96% | Q1 2026 | Apr 28, 2026 |
| Vision Capital Management, Inc. | History | Added to | 18,046 | 1,365 | 0.17% | 0.1% | 173 | +7,565 | 72.18% | Q1 2026 | Apr 24, 2026 |
| Waverly Advisors, LLC | History | Added to | 17,670 | 1,336 | 0.01% | 0.01% | 174 | +886 | 5.28% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 17,659 | 1,332 | 0.0% | 0.0% | 175 | -29,280 | -62.38% | Q1 2026 | Apr 08, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 16,745 | 1,266 | 0.89% | 0.82% | 176 | +1,490 | 9.77% | Q1 2026 | Apr 22, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 16,565 | 1,253 | 0.14% | 0.11% | 177 | +4,230 | 34.29% | Q1 2026 | May 15, 2026 |
| Steele Capital Management, Inc. | History | New | 15,880 | 1,201 | 0.05% | — | 178 | +15,880 | New | Q1 2026 | Apr 29, 2026 |
| Triumph Capital Management | History | Reduced | 15,798 | 1,195 | 0.24% | 0.32% | 179 | -4,048 | -20.4% | Q1 2026 | May 13, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | Reduced | 15,775 | 1,193 | 0.16% | 0.2% | 180 | -4,225 | -21.13% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 15,762 | 1,192 | 0.0% | 0.0% | 181 | -1,606 | -9.25% | Q1 2026 | Apr 27, 2026 |
| PFG Advisors | History | New | 15,008 | 1,135 | 0.06% | — | 182 | +15,008 | New | Q1 2026 | May 05, 2026 |
| Family CFO Inc | History | Added to | 14,944 | 1,130 | 0.51% | 0.48% | 183 | +683 | 4.79% | Q1 2026 | Apr 28, 2026 |
| GEN Financial Management, INC. | History | Added to | 14,830 | 1,121 | 0.69% | 0.39% | 184 | +6,662 | 81.56% | Q1 2026 | Apr 16, 2026 |
| FCA CORP /TX | History | Added to | 14,671 | 1,109 | 0.31% | 0.3% | 185 | +460 | 3.24% | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 14,630 | 1,106 | 0.04% | 0.03% | 186 | +3,948 | 36.96% | Q1 2026 | Apr 22, 2026 |
| Sunpointe, LLC | History | New | 14,450 | 1,093 | 0.36% | — | 187 | +14,450 | New | Q1 2026 | Apr 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 14,057 | 1,063 | 0.03% | 0.2% | 188 | -96,040 | -87.23% | Q1 2026 | May 15, 2026 |
| Western Financial Corp/CA | History | New | 13,923 | 1,053 | 0.41% | — | 189 | +13,923 | New | Q1 2026 | Apr 22, 2026 |
| Verum Partners LLC | History | New | 13,887 | 1,050 | 0.2% | — | 190 | +13,887 | New | Q1 2026 | Apr 15, 2026 |
| Pictet North America Advisors SA | History | Added to | 13,500 | 1,021 | 0.1% | 0.05% | 192 | +6,000 | 80.0% | Q1 2026 | Apr 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 13,500 | 1,021 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 13,429 | 1,013 | 0.01% | 0.01% | 193 | -1,221 | -8.33% | Q1 2026 | Apr 07, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 13,374 | 1,011 | 0.11% | 0.11% | 194 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 13,208 | 999 | 0.0% | — | 195 | +13,208 | New | Q1 2026 | May 13, 2026 |
| Avestar Capital, LLC | History | No change | 13,200 | 998 | 0.06% | 0.06% | 196 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 13,142 | 992 | 0.09% | 0.1% | 197 | -1,367 | -9.42% | Q1 2026 | Apr 20, 2026 |
| Lido Advisors, LLC | History | Added to | 13,007 | 983 | 0.0% | 0.0% | 198 | +9,322 | 252.97% | Q1 2026 | May 13, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 12,732 | 963 | 0.26% | 0.13% | 199 | +8,112 | 175.58% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 12,711 | 961 | 0.0% | 0.0% | 200 | +8,387 | 193.96% | Q1 2026 | May 04, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 12,325 | 932 | 0.19% | 0.15% | 201 | +2,400 | 24.18% | Q1 2026 | May 08, 2026 |
| CWC Advisors, LLC. | History | New | 12,240 | 925 | 0.44% | — | 202 | +12,240 | New | Q1 2026 | Apr 16, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 11,619 | 878 | 0.0% | 0.0% | 203 | -31,444 | -73.02% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 11,596 | 877 | 0.0% | — | 204 | +11,596 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 11,584 | 873 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sandhill Capital Partners LLC | History | Reduced | 11,507 | 870 | 0.07% | 0.19% | 206 | -23,405 | -67.04% | Q1 2026 | May 14, 2026 |
| BURNEY CO/ | History | Added to | 11,386 | 861 | 0.03% | 0.01% | 207 | +6,258 | 122.04% | Q1 2026 | Apr 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 11,211 | 848 | 0.0% | 0.0% | 208 | -55,223 | -83.12% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 11,121 | 841 | 0.01% | — | 209 | +11,121 | New | Q1 2026 | May 01, 2026 |
| Essex LLC | History | Reduced | 10,890 | 823 | 0.15% | 0.16% | 210 | -1,123 | -9.35% | Q1 2026 | Apr 24, 2026 |
| Goodman Financial Corp | History | New | 10,720 | 810 | 0.14% | — | 211 | +10,720 | New | Q1 2026 | May 06, 2026 |
| Baskin Financial Services Inc. | History | New | 10,577 | 800 | 0.07% | — | 212 | +10,577 | New | Q1 2026 | Apr 13, 2026 |
| Partners in Financial Planning | History | Added to | 10,515 | 795 | 0.13% | 0.09% | 213 | +3,442 | 48.66% | Q1 2026 | May 11, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 10,400 | 786 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 9,965 | 753 | 0.17% | 0.17% | 215 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 9,870 | 746 | 0.27% | 0.19% | 216 | +3,038 | 44.47% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | Added to | 9,727 | 735 | 0.01% | 0.01% | 217 | +170 | 1.78% | Q1 2026 | May 12, 2026 |
| Sensenig Capital Advisors, Inc | History | New | 9,691 | 733 | 0.75% | — | 218 | +9,691 | New | Q1 2026 | Apr 14, 2026 |
| Approach Retirement Advisors, LLC | History | Reduced | 9,510 | 719 | 0.6% | 0.64% | 219 | -322 | -3.28% | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,485 | 717 | 0.0% | 0.0% | 220 | +2,953 | 45.21% | Q1 2026 | Apr 30, 2026 |
| Successful Portfolios LLC | History | Reduced | 9,441 | 714 | 0.39% | 0.47% | 221 | -2,782 | -22.76% | Q1 2026 | Apr 13, 2026 |
| Victrix Investment Advisors | History | Added to | 9,354 | 707 | 0.26% | 0.08% | 222 | +6,459 | 223.11% | Q1 2026 | Apr 09, 2026 |
| Focused Wealth Management, Inc | History | Added to | 9,278 | 701 | 0.07% | 0.07% | 223 | +772 | 9.08% | Q1 2026 | Apr 20, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 9,192 | 695 | 0.2% | 0.28% | 224 | -4,396 | -32.35% | Q1 2026 | Apr 28, 2026 |
| TMB Capital Partners, LLC | History | Added to | 8,479 | 641 | 0.22% | 0.18% | 225 | +1,384 | 19.51% | Q1 2026 | May 08, 2026 |
| Meredith Wealth Planning | History | New | 8,433 | 637 | 0.17% | — | 226 | +8,433 | New | Q1 2026 | Apr 27, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 8,344 | 631 | 0.11% | 0.11% | 227 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | New | 8,098 | 612 | 0.0% | — | 228 | +8,098 | New | Q1 2026 | May 15, 2026 |
| Gambit Capital Management, LLC | History | New | 8,088 | 611 | 0.42% | — | 229 | +8,088 | New | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 8,032 | 607 | 0.0% | 0.0% | 230 | +957 | 13.53% | Q1 2026 | Apr 24, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 7,490 | 566 | 0.16% | 0.19% | 231 | -3,095 | -29.24% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 7,322 | 553 | 0.01% | 0.01% | 232 | -5,344 | -42.19% | Q1 2026 | Apr 28, 2026 |
| Modern Wealth Management, LLC | History | Added to | 6,875 | 518 | 0.01% | 0.01% | 233 | +80 | 1.18% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,756 | 511 | 0.0% | 0.0% | 234 | -32,719 | -82.89% | Q1 2026 | May 11, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Reduced | 6,704 | 507 | 0.17% | 0.2% | 235 | -56 | -0.83% | Q1 2026 | May 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 6,619 | 500 | 0.01% | — | 237 | +6,619 | New | Q1 2026 | May 07, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Reduced | 6,616 | 500 | 0.07% | 0.08% | 236 | -46 | -0.69% | Q1 2026 | May 11, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 6,586 | 498 | 0.05% | 0.03% | 238 | +3,020 | 84.69% | Q1 2026 | May 12, 2026 |
| Bay Rivers Group | History | New | 6,434 | 486 | 0.2% | — | 239 | +6,434 | New | Q1 2026 | Apr 13, 2026 |
| Planning Center, Inc. | History | Reduced | 6,384 | 482 | 0.05% | 0.05% | 240 | -172 | -2.62% | Q1 2026 | Apr 28, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 6,350 | 480 | 0.1% | 0.1% | 241 | +1 | 0.02% | Q1 2026 | May 12, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 6,257 | 473 | 0.13% | 0.2% | 242 | -3,600 | -36.52% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 6,074 | 459 | 0.0% | — | 243 | +6,074 | New | Q1 2026 | May 14, 2026 |
| HEADINVEST, LLC | History | New | 6,030 | 456 | 0.09% | — | 244 | +6,030 | New | Q1 2026 | May 15, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Reduced | 5,998 | 453 | 0.02% | 0.65% | 245 | -157,037 | -96.32% | Q1 2026 | Apr 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 5,970 | 451 | 0.03% | — | 247 | +5,970 | New | Q1 2026 | May 14, 2026 |
| Pacifica Partners Inc. | History | New | 5,963 | 451 | 0.15% | — | 246 | +5,963 | New | Q1 2026 | Apr 09, 2026 |
| LexAurum Advisors, LLC | History | New | 5,786 | 437 | 0.06% | — | 248 | +5,786 | New | Q1 2026 | Apr 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,761 | 435 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 5,725 | 433 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 5,651 | 427 | 0.0% | 0.0% | 251 | +2,435 | 75.72% | Q1 2026 | May 15, 2026 |
| Passive Capital Management, LLC. | History | No change | 5,576 | 421 | 0.13% | 0.13% | 252 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 5,545 | 419 | 0.27% | 0.14% | 253 | +2,685 | 93.88% | Q1 2026 | Apr 24, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 5,535 | 418 | 0.06% | 0.16% | 254 | -9,834 | -63.99% | Q1 2026 | Apr 21, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 5,500 | 416 | 0.06% | 0.06% | 255 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 5,485 | 414 | 0.01% | 0.01% | 256 | -15 | -0.27% | Q1 2026 | Apr 14, 2026 |
| Private Advisory Group LLC | History | Reduced | 5,422 | 410 | 0.03% | 0.03% | 257 | -411 | -7.05% | Q1 2026 | May 08, 2026 |
| Custos Family Office, LLC | History | No change | 5,346 | 403 | 0.28% | 0.28% | 258 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Meadowbrook Wealth Management, LLC | History | New | 5,300 | 400 | 0.53% | — | 259 | +5,300 | New | Q1 2026 | Apr 14, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | New | 5,100 | 385 | 0.07% | — | 260 | +5,100 | New | Q1 2026 | Apr 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 5,081 | 384 | 0.03% | 0.02% | 261 | +688 | 15.66% | Q1 2026 | Apr 20, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 4,923 | 372 | 0.14% | 0.3% | 262 | -4,204 | -46.06% | Q1 2026 | Apr 22, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 4,871 | 368 | 0.12% | 0.11% | 263 | +259 | 5.62% | Q1 2026 | May 06, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 4,844 | 366 | 0.38% | 0.86% | 264 | -6,254 | -56.35% | Q1 2026 | May 13, 2026 |
| Pacific Point Advisors, LLC | History | New | 4,695 | 355 | 0.19% | — | 265 | +4,695 | New | Q1 2026 | May 04, 2026 |
| PALLADIEM, LLC | History | Added to | 4,682 | 353 | 0.34% | 0.31% | 267 | +377 | 8.76% | Q1 2026 | May 06, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 4,676 | 353 | 0.02% | 0.02% | 266 | -375 | -7.42% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | New | 4,662 | 352 | 0.0% | — | 269 | +4,662 | New | Q1 2026 | May 14, 2026 |
| Geneva Partners, LLC | History | Added to | 4,658 | 352 | 0.17% | 0.1% | 268 | +1,071 | 29.86% | Q1 2026 | Apr 29, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 4,640 | 351 | 0.05% | 0.05% | 270 | +885 | 23.57% | Q1 2026 | May 08, 2026 |
| Betterment LLC | History | New | 4,623 | 350 | 0.0% | — | 271 | +4,623 | New | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Added to | 4,597 | 347 | 0.01% | 0.01% | 272 | +859 | 22.98% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | New | 4,550 | 344 | 0.0% | — | 274 | +4,550 | New | Q1 2026 | Apr 28, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Reduced | 4,556 | 344 | 0.19% | 0.29% | 273 | -4,230 | -48.14% | Q1 2026 | Apr 13, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 4,457 | 337 | 0.04% | 0.04% | 275 | +80 | 1.83% | Q1 2026 | May 11, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 4,447 | 336 | 0.2% | 0.14% | 276 | +1,416 | 46.72% | Q1 2026 | May 07, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | New | 4,326 | 327 | 0.05% | — | 277 | +4,326 | New | Q1 2026 | Apr 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,320 | 326 | 0.0% | 0.0% | 278 | -122 | -2.75% | Q1 2026 | Apr 15, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 4,138 | 313 | 0.04% | 0.05% | 279 | +86 | 2.12% | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | Added to | 4,123 | 311 | 0.0% | 0.0% | 280 | +1,381 | 50.36% | Q1 2026 | May 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 4,086 | 309 | 0.02% | — | 281 | +4,086 | New | Q1 2026 | Apr 16, 2026 |
| Destination Wealth Management | History | New | 3,779 | 285 | 0.01% | — | 282 | +3,779 | New | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | New | 3,650 | 276 | 0.01% | — | 283 | +3,650 | New | Q1 2026 | May 14, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 3,596 | 272 | 0.02% | 0.02% | 284 | +687 | 23.62% | Q1 2026 | May 14, 2026 |
| Empower Advisory Group, LLC | History | No change | 3,575 | 270 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bristlecone Value Partners, LLC | History | New | 3,428 | 259 | 0.23% | — | 286 | +3,428 | New | Q1 2026 | May 08, 2026 |
| Fortune Financial Advisors, LLC | History | Reduced | 3,379 | 255 | 0.13% | 0.27% | 287 | -1,960 | -36.71% | Q1 2026 | Apr 30, 2026 |
| Keystone Financial Group, Inc. | History | New | 3,366 | 254 | 0.13% | — | 288 | +3,366 | New | Q1 2026 | Apr 21, 2026 |
| Hudson Value Partners, LLC | History | New | 3,357 | 253 | 0.08% | — | 289 | +3,357 | New | Q1 2026 | Apr 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 3,311 | 250 | 0.0% | — | 290 | +3,311 | New | Q1 2026 | May 07, 2026 |
| Valued Retirements, Inc. | History | Reduced | 3,287 | 248 | 0.24% | 0.25% | 291 | -105 | -3.1% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 3,274 | 247 | 0.0% | 0.0% | 292 | +292 | 9.79% | Q1 2026 | May 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 3,272 | 247 | 0.02% | 0.02% | 293 | +18 | 0.55% | Q1 2026 | May 15, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 3,255 | 246 | 0.17% | 0.17% | 294 | +18 | 0.56% | Q1 2026 | May 08, 2026 |
| EASTERN BANK | History | Added to | 3,186 | 241 | 0.0% | 0.0% | 295 | +2,645 | 488.91% | Q1 2026 | Apr 07, 2026 |
| Innova Wealth Partners | History | Reduced | 3,171 | 239 | 0.11% | 0.14% | 296 | -438 | -12.14% | Q1 2026 | Apr 24, 2026 |
| Everest Financial Group LLC | History | New | 3,158 | 238 | 0.04% | — | 297 | +3,158 | New | Q1 2026 | May 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 3,116 | 235 | 0.02% | 0.02% | 298 | +17 | 0.55% | Q1 2026 | May 13, 2026 |
| CPA Asset Management Group, LLC | History | No change | 3,058 | 231 | 0.08% | 0.08% | 299 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | New | 2,955 | 223 | 0.0% | — | 300 | +2,955 | New | Q1 2026 | Apr 22, 2026 |