VANGUARD INDEX FUNDS - VBK
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 | 8,438,257 | 2,550,463 | 0.19% | 0.23% | 1 | -1,819,715 | -17.74% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,936,579 | 585,331 | 0.04% | 0.03% | 2 | +53,976 | 2.87% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 1,609,318 | 486,416 | 0.99% | 0.96% | 3 | +44,440 | 2.84% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,031,328 | 311,689 | 0.45% | 0.41% | 4 | +8,225 | 0.8% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 984,721 | 297,628 | 0.27% | 0.29% | 5 | +15,564 | 1.61% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 898,982 | 271,717 | 0.07% | 0.08% | 6 | -10,837 | -1.19% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 837,597 | 253,163 | 0.05% | 0.05% | 7 | -59,547 | -6.64% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 807,814 | 244,161 | 1.2% | 1.22% | 8 | +31,485 | 4.06% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 769,517 | 232,586 | 0.03% | 0.04% | 9 | +42,640 | 5.87% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 697,629 | 210,858 | 0.12% | 0.11% | 10 | +3,290 | 0.47% | Q1 2026 | May 08, 2026 |
| Cohen Klingenstein LLC | History | Reduced | 661,433 | 199,918 | 6.47% | 6.14% | 11 | -6,947 | -1.04% | Q1 2026 | Apr 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 637,264 | 192,613 | 0.05% | 0.05% | 12 | +110,970 | 21.09% | Q1 2026 | May 04, 2026 |
| MATHER GROUP, LLC. | History | Added to | 603,872 | 182,520 | 1.82% | 1.88% | 13 | +568 | 0.09% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 617,063 | 182,026 | 0.09% | 0.09% | 14 | +101,866 | 19.77% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 536,196 | 162,065 | 1.22% | 1.16% | 15 | +29,351 | 5.79% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Added to | 531,766 | 160,722 | 1.97% | 2.03% | 16 | +8,362 | 1.6% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 487,734 | 147,408 | 0.03% | 0.03% | 17 | +73,921 | 17.86% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 477,172 | 144,225 | 0.04% | 0.05% | 18 | -37,848 | -7.35% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 476,911 | 144,146 | 0.15% | 0.16% | 19 | -6,299 | -1.3% | Q1 2026 | May 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 368,412 | 111,352 | 1.22% | 1.16% | 20 | +15,961 | 4.53% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 367,120 | 110,962 | 0.43% | — | 21 | +367,120 | New | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 327,717 | 99,052 | 0.27% | 0.27% | 22 | -44,180 | -11.88% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 317,705 | 96,026 | 0.17% | 0.18% | 23 | -7,775 | -2.39% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 317,128 | 95,851 | 0.06% | 0.06% | 24 | +14,312 | 4.73% | Q1 2026 | May 07, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 316,577 | 95,685 | 1.97% | 1.93% | 25 | +2,847 | 0.91% | Q1 2026 | May 14, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 314,286 | 94,992 | 3.2% | 3.23% | 26 | +8,045 | 2.63% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 295,512 | 89,397 | 0.13% | 0.11% | 27 | +37,856 | 14.69% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 293,554 | 88,726 | 0.02% | 0.01% | 28 | -4,096 | -1.38% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 273,378 | 82,632 | 0.09% | 0.11% | 29 | -64,106 | -19.0% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 206,025 | 70,754 | 0.09% | 0.06% | 30 | +25,638 | 14.21% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 243,275 | 70,450 | 0.0% | 0.0% | 31 | -5,681 | -2.28% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Reduced | 223,562 | 67,571 | 0.08% | 0.08% | 32 | -4,349 | -1.91% | Q1 2026 | May 14, 2026 |
| 1832 Asset Management L.P. | History | Added to | 214,055 | 64,698 | 0.06% | 0.05% | 33 | +1,822 | 0.86% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 212,492 | 64,223 | 0.07% | 0.08% | 34 | +1,286 | 0.61% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 206,206 | 62,325 | 0.09% | 0.09% | 35 | -6,453 | -3.03% | Q1 2026 | Apr 27, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 204,118 | 61,694 | 0.48% | 0.49% | 36 | +632 | 0.31% | Q1 2026 | May 01, 2026 |
| Howard Capital Management Inc. | History | New | 183,200 | 55,372 | 0.91% | — | 37 | +183,200 | New | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 171,756 | 51,913 | 0.27% | 0.35% | 38 | +5,270 | 3.17% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 167,255 | 50,552 | 0.09% | 0.07% | 39 | +98,983 | 144.98% | Q1 2026 | May 01, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 151,879 | 45,905 | 0.33% | 0.24% | 40 | +40,067 | 35.83% | Q1 2026 | Apr 14, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 149,329 | 45,134 | 2.88% | 2.38% | 41 | +31,474 | 26.71% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 148,527 | 44,896 | 0.04% | 0.04% | 42 | +4,446 | 3.09% | Q1 2026 | May 12, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 144,537 | 43,686 | 4.39% | 4.47% | 43 | -3,243 | -2.19% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 142,837 | 43,173 | 0.27% | 0.27% | 44 | -5,906 | -3.97% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 140,744 | 42,539 | 0.17% | 0.13% | 45 | +26,922 | 23.65% | Q1 2026 | May 11, 2026 |
| Rodgers & Associates, LTD | History | Added to | 139,711 | 42,227 | 4.3% | 4.22% | 46 | +1,649 | 1.19% | Q1 2026 | May 04, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 138,366 | 41,821 | 3.3% | 3.43% | 47 | +90 | 0.07% | Q1 2026 | May 01, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 137,928 | 41,688 | 1.32% | 1.33% | 48 | +2,605 | 1.93% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 133,265 | 40,279 | 0.5% | 0.49% | 49 | +2,632 | 2.01% | Q1 2026 | Apr 28, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 131,049 | 39,579 | 1.12% | 1.25% | 50 | -2,044 | -1.54% | Q1 2026 | Apr 09, 2026 |
| One Day In July LLC | History | Added to | 129,093 | 39,018 | 3.12% | 3.09% | 51 | +4,600 | 3.69% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 124,032 | 37,488 | 0.03% | 0.03% | 52 | +1,831 | 1.5% | Q1 2026 | May 12, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 121,688 | 36,780 | 3.76% | 4.0% | 53 | +988 | 0.82% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Added to | 118,422 | 35,793 | 0.09% | 0.09% | 54 | +3,388 | 2.95% | Q1 2026 | May 14, 2026 |
| American Financial Advisors, LLC | History | Reduced | 117,712 | 35,578 | 4.75% | 4.72% | 55 | -3,232 | -2.67% | Q1 2026 | May 13, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 103,182 | 31,187 | 1.22% | 1.39% | 56 | -13,375 | -11.48% | Q1 2026 | Apr 10, 2026 |
| Brickley Wealth Management | History | Added to | 100,821 | 30,473 | 5.23% | 5.13% | 57 | +50 | 0.05% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 99,434 | 30,053 | 0.0% | 0.0% | 58 | +35,451 | 55.41% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 97,146 | 29,362 | 1.67% | 1.44% | 59 | +9,674 | 11.06% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 95,425 | 28,842 | 0.11% | 0.11% | 60 | +4,717 | 5.2% | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 94,403 | 28,520 | 0.11% | 0.11% | 61 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 93,386 | 28,226 | 0.13% | 0.19% | 62 | -42,201 | -31.12% | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 88,509 | 26,751 | 0.14% | 0.14% | 63 | +2,528 | 2.94% | Q1 2026 | May 08, 2026 |
| BHK Investment Advisors, LLC | History | Reduced | 87,775 | 26,530 | 8.87% | 9.09% | 64 | -3,783 | -4.13% | Q1 2026 | Apr 29, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 87,308 | 26,388 | 0.0% | 0.0% | 65 | -13,130 | -13.07% | Q1 2026 | May 15, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 86,956 | 26,282 | 3.32% | 3.38% | 66 | -5,791 | -6.24% | Q1 2026 | Apr 24, 2026 |
| Cresset Asset Management, LLC | History | Added to | 86,224 | 26,061 | 0.11% | 0.11% | 67 | +2,814 | 3.37% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 84,555 | 25,557 | 0.04% | 0.03% | 68 | +2,933 | 3.59% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 79,726 | 24,097 | 0.18% | 0.2% | 69 | -2,142 | -2.62% | Q1 2026 | Apr 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 77,540 | 23,828 | 0.05% | 0.04% | 70 | -22,911 | -22.81% | Q1 2026 | Apr 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 23,699 | 23,659 | 1.1% | 0.12% | 71 | -85,995 | -78.4% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 76,194 | 23,030 | 0.06% | 0.06% | 72 | -18 | -0.02% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 75,583 | 22,834 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| McAdam, LLC | History | Reduced | 75,478 | 22,813 | 1.03% | 1.07% | 74 | -1,726 | -2.24% | Q1 2026 | May 08, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 75,423 | 22,796 | 4.54% | 4.54% | 75 | +3,325 | 4.61% | Q1 2026 | Apr 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 75,038 | 22,680 | 0.03% | 0.05% | 76 | -43,401 | -36.64% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 74,674 | 22,570 | 0.0% | 0.0% | 77 | -893 | -1.18% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Added to | 71,442 | 21,593 | 1.53% | 1.37% | 78 | +8,742 | 13.94% | Q1 2026 | Apr 28, 2026 |
| Atria Investments, Inc | History | Added to | 71,414 | 21,584 | 0.24% | 0.23% | 79 | +4,318 | 6.44% | Q1 2026 | May 05, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 69,015 | 20,859 | 0.65% | 0.66% | 80 | -244 | -0.35% | Q1 2026 | Apr 27, 2026 |
| Partners in Financial Planning | History | Added to | 66,835 | 20,201 | 3.35% | 3.38% | 81 | +789 | 1.19% | Q1 2026 | May 11, 2026 |
| CIBC Bancorp USA Inc. | History | New | 65,227 | 19,714 | 0.03% | — | 82 | +65,227 | New | Q1 2026 | May 12, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 64,479 | 19,488 | 1.27% | 1.29% | 83 | -184 | -0.28% | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | Added to | 63,324 | 19,139 | 0.09% | 0.06% | 84 | +27,393 | 76.24% | Q1 2026 | May 04, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 62,612 | 18,915 | 1.52% | 1.52% | 85 | +133 | 0.21% | Q1 2026 | Apr 15, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 60,452 | 18,271 | 0.71% | 0.56% | 86 | +3,496 | 6.14% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 59,644 | 18,036 | 0.18% | 0.18% | 87 | +6,685 | 12.62% | Q1 2026 | May 12, 2026 |
| Asset Management Group, Inc. | History | Reduced | 58,988 | 17,829 | 2.88% | 2.9% | 88 | -359 | -0.6% | Q1 2026 | May 15, 2026 |
| RS CRUM INC. | History | Added to | 54,938 | 16,604 | 3.21% | 3.26% | 89 | +963 | 1.78% | Q1 2026 | Apr 15, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 54,767 | 16,553 | 2.92% | 2.89% | 90 | +2,393 | 4.57% | Q1 2026 | Apr 17, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 54,229 | 16,390 | 2.27% | 2.33% | 91 | -2,427 | -4.28% | Q1 2026 | Apr 22, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 51,387 | 16,300 | 3.1% | 3.01% | 92 | +1,143 | 2.27% | Q1 2026 | Apr 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 52,886 | 15,984 | 0.0% | 0.0% | 93 | +21,407 | 68.0% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 52,678 | 15,921 | 0.23% | 0.11% | 94 | +29,713 | 129.38% | Q1 2026 | May 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 51,625 | 15,603 | 0.2% | 0.2% | 95 | -1,682 | -3.16% | Q1 2026 | May 15, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 50,935 | 15,395 | 6.48% | 6.76% | 96 | -2,043 | -3.86% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 50,527 | 15,271 | 0.42% | 0.43% | 97 | -495 | -0.97% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Added to | 50,303 | 15,204 | 0.32% | 0.31% | 98 | +4,356 | 9.48% | Q1 2026 | Apr 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 50,068 | 15,133 | 1.88% | 2.33% | 99 | -12,979 | -20.59% | Q1 2026 | Apr 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 48,307 | 14,600 | 0.03% | 0.03% | 100 | +267 | 0.56% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 47,883 | 14,472 | 0.08% | 0.08% | 101 | -1,173 | -2.39% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 47,625 | 14,394 | 0.41% | 0.39% | 102 | +3,245 | 7.31% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 46,866 | 14,165 | 0.51% | 0.48% | 103 | +1,068 | 2.33% | Q1 2026 | Apr 14, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 46,823 | 14,152 | 0.84% | 0.88% | 104 | -4,197 | -8.23% | Q1 2026 | Apr 29, 2026 |
| Payne Capital Management, LLC | History | Added to | 46,157 | 13,951 | 4.22% | 4.32% | 105 | +866 | 1.91% | Q1 2026 | May 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 44,441 | 13,432 | 0.15% | 0.16% | 106 | -3,479 | -7.26% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 43,186 | 13,052 | 0.02% | 0.02% | 107 | +4,763 | 12.4% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 42,653 | 12,916 | 0.02% | 0.02% | 108 | +4,628 | 12.17% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 42,528 | 12,853 | 0.15% | 0.18% | 109 | -8,607 | -16.83% | Q1 2026 | May 06, 2026 |
| FC Advisory LLC | History | Added to | 42,420 | 12,821 | 3.74% | 3.63% | 110 | +582 | 1.39% | Q1 2026 | Apr 14, 2026 |
| Veery Capital, LLC | History | Added to | 41,097 | 12,421 | 3.81% | 3.7% | 111 | +1,225 | 3.07% | Q1 2026 | Apr 09, 2026 |
| UMB Bank, n.a. | History | Reduced | 41,002 | 12,392 | 0.17% | 0.17% | 112 | -2,279 | -5.27% | Q1 2026 | May 11, 2026 |
| Garde Capital, Inc. | History | Reduced | 40,543 | 12,254 | 0.73% | 0.73% | 113 | -97 | -0.24% | Q1 2026 | Apr 28, 2026 |
| Mechanics Bank Trust Department | History | Added to | 40,427 | 12,219 | 1.69% | 1.59% | 114 | +145 | 0.36% | Q1 2026 | Apr 09, 2026 |
| Jacobsen Capital Management | History | Reduced | 39,576 | 11,961 | 4.04% | 3.98% | 115 | -730 | -1.81% | Q1 2026 | Apr 24, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 38,458 | 11,624 | 3.16% | 2.58% | 116 | +7,960 | 26.1% | Q1 2026 | Apr 29, 2026 |
| Adventist Health System/ West | History | No change | 38,149 | 11,530 | 2.04% | 1.94% | 117 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 37,938 | 11,466 | 0.02% | 0.02% | 118 | +209 | 0.55% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 37,888 | 11,451 | 0.35% | 0.3% | 119 | +3,814 | 11.19% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 37,839 | 11,431 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 37,811 | 11,428 | 0.07% | 0.06% | 121 | +7,355 | 24.15% | Q1 2026 | May 05, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 37,328 | 11,292 | 0.78% | 0.73% | 122 | +9,503 | 34.15% | Q1 2026 | May 18, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 36,490 | 11,029 | 0.64% | 0.75% | 123 | -16,738 | -31.45% | Q1 2026 | Apr 16, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 36,216 | 10,946 | 2.1% | 2.07% | 124 | +300 | 0.84% | Q1 2026 | May 01, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 36,214 | 10,945 | 7.62% | 7.55% | 125 | +650 | 1.83% | Q1 2026 | Apr 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 32,109 | 10,850 | 0.14% | 0.13% | 126 | -1,810 | -5.34% | Q1 2026 | May 06, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 35,763 | 10,809 | 2.16% | 1.16% | 127 | +19,354 | 117.95% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 35,519 | 10,735 | 0.0% | 0.0% | 128 | +13,280 | 59.71% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 35,397 | 10,699 | 0.03% | 0.02% | 129 | +1,198 | 3.5% | Q1 2026 | Apr 22, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 35,049 | 10,593 | 0.71% | 0.7% | 130 | +1,252 | 3.7% | Q1 2026 | May 12, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 34,802 | 10,518 | 0.31% | 0.29% | 131 | -442 | -1.25% | Q1 2026 | Apr 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 34,088 | 10,302 | 0.29% | 0.24% | 132 | +3,438 | 11.22% | Q1 2026 | Apr 28, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 33,972 | 10,267 | 1.13% | 1.14% | 133 | +579 | 1.73% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 32,927 | 9,952 | 0.03% | 0.03% | 134 | -1,037 | -3.05% | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 32,815 | 9,918 | 2.28% | 2.56% | 135 | -3,685 | -10.1% | Q1 2026 | Apr 09, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 32,605 | 9,854 | 0.13% | 0.03% | 136 | +25,087 | 333.69% | Q1 2026 | May 12, 2026 |
| Marion Wealth Management | History | Reduced | 32,604 | 9,854 | 2.18% | 2.49% | 137 | -2,028 | -5.86% | Q1 2026 | May 12, 2026 |
| Cornerstone Management, Inc. | History | Added to | 31,964 | 9,661 | 1.54% | 1.46% | 138 | +2,273 | 7.66% | Q1 2026 | Apr 16, 2026 |
| Performa Ltd (US), LLC | History | No change | 31,723 | 9,588 | 2.17% | 2.43% | 139 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 31,479 | 9,514 | 0.1% | 0.12% | 140 | -175 | -0.55% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 31,452 | 9,506 | 0.17% | 0.18% | 141 | -158 | -0.5% | Q1 2026 | Apr 17, 2026 |
| Capital Management Associates, Inc | History | Reduced | 31,418 | 9,496 | 2.15% | 2.13% | 142 | -432 | -1.36% | Q1 2026 | Apr 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 31,032 | 9,379 | 0.26% | 0.25% | 143 | -727 | -2.29% | Q1 2026 | Apr 13, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 30,810 | 9,312 | 2.84% | 2.8% | 144 | -174 | -0.56% | Q1 2026 | Apr 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 29,924 | 9,044 | 0.0% | 0.0% | 145 | +17,024 | 131.97% | Q1 2026 | May 12, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 29,915 | 9,041 | 5.22% | 4.95% | 146 | +1,876 | 6.69% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Added to | 29,901 | 9,033 | 0.04% | 0.03% | 147 | +7,999 | 36.52% | Q1 2026 | May 15, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 29,838 | 9,018 | 5.44% | 5.29% | 148 | -179 | -0.6% | Q1 2026 | Apr 28, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 29,536 | 8,927 | 1.22% | 1.26% | 149 | -116 | -0.39% | Q1 2026 | Apr 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 29,423 | 8,893 | 0.15% | 0.13% | 150 | +4,428 | 17.72% | Q1 2026 | Apr 21, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 29,248 | 8,840 | 3.57% | 3.5% | 151 | -11 | -0.04% | Q1 2026 | Apr 08, 2026 |
| HB Wealth Management, LLC | History | Added to | 28,888 | 8,731 | 0.06% | 0.06% | 152 | +588 | 2.08% | Q1 2026 | Apr 27, 2026 |
| Thrive Capital Management, LLC | History | Added to | 28,537 | 8,625 | 1.89% | 1.03% | 153 | +13,262 | 86.82% | Q1 2026 | Apr 27, 2026 |
| Trust Co of the South | History | Added to | 28,288 | 8,550 | 1.37% | 1.36% | 154 | +225 | 0.8% | Q1 2026 | Apr 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 28,093 | 8,491 | 0.19% | 0.19% | 155 | +502 | 1.82% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 28,038 | 8,474 | 0.21% | 0.2% | 156 | +1,522 | 5.74% | Q1 2026 | Apr 29, 2026 |
| Waverly Advisors, LLC | History | Reduced | 28,015 | 8,467 | 0.06% | 0.07% | 157 | -1,152 | -3.95% | Q1 2026 | May 15, 2026 |
| WP Advisors, LLC | History | Reduced | 27,810 | 8,405 | 2.17% | 2.18% | 158 | -1,124 | -3.88% | Q1 2026 | May 04, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 27,242 | 8,233 | 0.34% | 0.33% | 159 | +305 | 1.13% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 26,756 | 8,091 | 0.06% | 0.07% | 160 | -1,880 | -6.57% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 26,454 | 7,993 | 0.12% | 0.14% | 161 | +4,371 | 19.79% | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | Added to | 26,326 | 7,957 | 0.22% | 0.2% | 162 | +1,527 | 6.16% | Q1 2026 | May 14, 2026 |
| GRANVILLE CAPITAL, INC. | History | Added to | 26,188 | 7,915 | 4.14% | 3.86% | 163 | +2,125 | 8.83% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | Added to | 26,183 | 7,913 | 0.04% | 0.03% | 164 | +6,667 | 34.16% | Q1 2026 | May 11, 2026 |
| SWAN Capital LLC | History | Reduced | 26,040 | 7,870 | 2.89% | 3.59% | 165 | -4,479 | -14.68% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | Reduced | 25,974 | 7,850 | 1.29% | 1.27% | 166 | -1,010 | -3.74% | Q1 2026 | May 05, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 25,547 | 7,721 | 0.84% | 0.85% | 167 | -1,130 | -4.24% | Q1 2026 | May 05, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 24,933 | 7,536 | 0.64% | 0.64% | 168 | +1,887 | 8.19% | Q1 2026 | Apr 09, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 24,898 | 7,525 | 0.2% | 0.16% | 169 | +4,085 | 19.63% | Q1 2026 | May 01, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 24,860 | 7,513 | 0.0% | 0.0% | 170 | -1,063 | -4.1% | Q1 2026 | May 14, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 24,464 | 7,394 | 0.74% | 0.73% | 171 | +529 | 2.21% | Q1 2026 | Apr 30, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 24,422 | 7,381 | 0.37% | 0.06% | 172 | +20,260 | 486.79% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 24,385 | 7,370 | 0.01% | 0.01% | 173 | +5,254 | 27.46% | Q1 2026 | May 15, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 21,547 | 7,285 | 2.89% | 2.79% | 174 | -1,063 | -4.7% | Q1 2026 | Apr 27, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 23,702 | 7,163 | 2.88% | 2.96% | 175 | -296 | -1.23% | Q1 2026 | Apr 20, 2026 |
| Strategic Wealth Advisors LLC | History | Reduced | 23,679 | 7,156 | 5.74% | 6.16% | 176 | -169 | -0.71% | Q1 2026 | May 01, 2026 |
| Texas Yale Capital Corp. | History | Added to | 23,621 | 7,139 | 0.2% | 0.21% | 177 | +800 | 3.51% | Q1 2026 | May 04, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 23,495 | 7,101 | 1.88% | 1.88% | 178 | -734 | -3.03% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 23,257 | 7,026 | 0.12% | 0.12% | 179 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 23,082 | 6,976 | 0.01% | 0.01% | 180 | +739 | 3.31% | Q1 2026 | May 01, 2026 |
| Junk Investment Group, LLC | History | New | 23,022 | 6,958 | 3.65% | — | 181 | +23,022 | New | Q1 2026 | May 08, 2026 |
| BROWN ADVISORY INC | History | Reduced | 23,017 | 6,957 | 0.01% | 0.01% | 182 | -4,545 | -16.49% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 22,877 | 6,914 | 0.09% | 0.09% | 183 | +2,730 | 13.55% | Q1 2026 | May 15, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 22,683 | 6,855 | 1.26% | 1.23% | 184 | -9 | -0.04% | Q1 2026 | Apr 30, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 22,173 | 6,701 | 0.93% | 0.88% | 185 | +867 | 4.07% | Q1 2026 | May 14, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 21,769 | 6,579 | 0.39% | 0.35% | 186 | +2,769 | 14.57% | Q1 2026 | May 13, 2026 |
| Clayton Financial Group LLC | History | Added to | 21,523 | 6,505 | 3.34% | 3.24% | 187 | +505 | 2.4% | Q1 2026 | Apr 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 21,262 | 6,423 | 0.0% | 0.0% | 188 | -199 | -0.93% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 20,773 | 6,279 | 0.19% | 0.32% | 189 | -14,309 | -40.79% | Q1 2026 | Apr 06, 2026 |
| Krilogy Financial LLC | History | Reduced | 18,634 | 6,141 | 0.2% | 0.21% | 190 | -509 | -2.66% | Q1 2026 | Apr 17, 2026 |
| Betterment LLC | History | Added to | 20,264 | 6,125 | 0.01% | 0.01% | 191 | +880 | 4.54% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 20,126 | 6,083 | 0.01% | 0.01% | 192 | +1,267 | 6.72% | Q1 2026 | May 05, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 19,945 | 6,028 | 0.64% | 0.53% | 193 | +3,356 | 20.23% | Q1 2026 | May 13, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 19,781 | 5,978 | 0.79% | 0.81% | 194 | +2,493 | 14.42% | Q1 2026 | Apr 08, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 19,773 | 5,976 | 0.32% | 0.48% | 195 | -11,892 | -37.56% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 19,518 | 5,899 | 0.07% | 0.07% | 196 | +328 | 1.71% | Q1 2026 | Apr 28, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 17,396 | 5,857 | 0.13% | 0.14% | 197 | -365 | -2.06% | Q1 2026 | May 04, 2026 |
| Wolff Financial Management LLC | History | Reduced | 19,292 | 5,830 | 1.29% | 1.35% | 198 | -540 | -2.72% | Q1 2026 | Apr 15, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 19,266 | 5,823 | 2.61% | 2.47% | 199 | +192 | 1.01% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 19,197 | 5,802 | 0.22% | 0.22% | 200 | -336 | -1.72% | Q1 2026 | May 11, 2026 |
| Prosperity Planning, Inc. | History | Added to | 18,932 | 5,722 | 1.45% | 1.46% | 201 | +417 | 2.25% | Q1 2026 | Apr 10, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 18,748 | 5,666 | 0.19% | 0.19% | 202 | +133 | 0.71% | Q1 2026 | Apr 22, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 18,694 | 5,650 | 0.14% | 0.15% | 203 | -805 | -4.13% | Q1 2026 | Apr 07, 2026 |
| Clear Retirement Advice LLC | History | Reduced | 18,589 | 5,618 | 4.41% | 4.5% | 204 | -74 | -0.4% | Q1 2026 | Apr 28, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 18,569 | 5,612 | 1.67% | 2.01% | 205 | -5,096 | -21.53% | Q1 2026 | Apr 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 18,386 | 5,557 | 0.34% | 0.33% | 206 | +967 | 5.55% | Q1 2026 | Apr 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 18,370 | 5,552 | 0.05% | 0.06% | 207 | -453 | -2.41% | Q1 2026 | May 08, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 18,272 | 5,522 | 1.13% | 1.13% | 208 | -436 | -2.33% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 17,774 | 5,372 | 0.0% | 0.0% | 209 | +300 | 1.72% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 17,662 | 5,338 | 0.17% | 0.3% | 210 | -12,599 | -41.63% | Q1 2026 | May 15, 2026 |
| May Barnhard Investments LLC | History | Reduced | 17,605 | 5,321 | 2.58% | 2.55% | 211 | -248 | -1.39% | Q1 2026 | May 13, 2026 |
| OneAscent Financial Services LLC | History | Added to | 17,551 | 5,304 | 0.29% | 0.4% | 212 | +3,075 | 21.24% | Q1 2026 | Apr 21, 2026 |
| Advisory Services Network, LLC | History | Reduced | 17,234 | 5,209 | 0.07% | 0.08% | 213 | -2,173 | -11.2% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Reduced | 17,104 | 5,169 | 0.1% | 0.1% | 214 | -48 | -0.28% | Q1 2026 | Apr 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 16,917 | 5,113 | 0.09% | 0.09% | 215 | +1,143 | 7.25% | Q1 2026 | Apr 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 16,692 | 5,045 | 0.38% | 0.42% | 216 | -446 | -2.6% | Q1 2026 | Apr 30, 2026 |
| Zeit Capital LLC | History | Added to | 16,635 | 5,028 | 3.37% | 3.37% | 217 | +110 | 0.67% | Q1 2026 | May 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 16,429 | 4,965 | 0.3% | 0.31% | 218 | -414,185 | -96.18% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 16,412 | 4,960 | 0.24% | 0.15% | 219 | +5,812 | 54.83% | Q1 2026 | Apr 28, 2026 |
| Seek First Inc. | History | Added to | 15,973 | 4,827 | 3.4% | 2.99% | 220 | +1,600 | 11.13% | Q1 2026 | Apr 23, 2026 |
| Essential Planning, LLC. | History | Reduced | 15,807 | 4,777 | 1.52% | 1.56% | 221 | -396 | -2.44% | Q1 2026 | Apr 22, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 15,646 | 4,729 | 2.9% | 1.49% | 222 | +8,226 | 110.86% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 15,445 | 4,667 | 0.08% | 0.09% | 223 | -20 | -0.13% | Q1 2026 | May 11, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 15,423 | 4,661 | 3.75% | 3.7% | 224 | -28 | -0.18% | Q1 2026 | Apr 16, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 15,374 | 4,644 | 0.31% | 0.31% | 225 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| M&T BANK CORP | History | Added to | 15,238 | 4,605 | 0.02% | 0.01% | 226 | +825 | 5.72% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 15,086 | 4,559 | 0.01% | — | 227 | +15,086 | New | Q1 2026 | May 15, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 14,876 | 4,496 | 1.77% | 1.86% | 228 | -271 | -1.79% | Q1 2026 | May 14, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 14,834 | 4,483 | 0.9% | 0.87% | 229 | +623 | 4.38% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 14,836 | 4,482 | 0.03% | 0.03% | 230 | +855 | 6.12% | Q1 2026 | May 15, 2026 |
| Accel Wealth Management | History | Added to | 14,774 | 4,465 | 1.16% | 0.99% | 231 | +2,753 | 22.9% | Q1 2026 | Apr 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 14,709 | 4,445 | 0.08% | 0.08% | 232 | +513 | 3.61% | Q1 2026 | May 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 14,656 | 4,429 | 0.35% | 0.29% | 233 | +1,858 | 14.52% | Q1 2026 | Apr 23, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 14,573 | 4,404 | 0.17% | 0.17% | 234 | -175 | -1.19% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 14,463 | 4,371 | 0.01% | 0.01% | 235 | -504 | -3.37% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 14,367 | 4,342 | 0.28% | 0.33% | 236 | -2,397 | -14.3% | Q1 2026 | Apr 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 14,324 | 4,329 | 0.05% | 0.05% | 237 | -53 | -0.37% | Q1 2026 | Apr 20, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 14,297 | 4,321 | 0.01% | 0.01% | 239 | -7,092 | -33.16% | Q1 2026 | May 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 14,297 | 4,321 | 0.07% | 0.06% | 238 | -38 | -0.27% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 14,118 | 4,267 | 0.12% | 0.11% | 240 | -1,157 | -7.57% | Q1 2026 | Apr 21, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 14,116 | 4,266 | 2.96% | 2.88% | 242 | +38 | 0.27% | Q1 2026 | Apr 21, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 14,115 | 4,266 | 0.07% | 0.07% | 241 | +2 | 0.01% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 14,693 | 4,255 | 0.15% | 0.15% | 243 | +1,712 | 13.19% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 14,041 | 4,244 | 3.81% | 3.6% | 244 | +1,327 | 10.44% | Q1 2026 | Apr 28, 2026 |
| CHILTON INVESTMENT CO INC. | History | New | 14,005 | 4,233 | 0.1% | — | 245 | +14,005 | New | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 14,554 | 4,214 | 0.27% | 0.24% | 246 | -2,359 | -13.95% | Q1 2026 | Apr 24, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 13,868 | 4,191 | 0.52% | 0.52% | 247 | -209 | -1.48% | Q1 2026 | Apr 10, 2026 |
| Members Trust Co | History | Reduced | 13,742 | 4,153 | 0.14% | 0.16% | 248 | -2,508 | -15.43% | Q1 2026 | May 04, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 13,561 | 4,098 | 0.28% | 0.28% | 249 | +88 | 0.65% | Q1 2026 | May 12, 2026 |
| FIRST HORIZON CORP | History | Reduced | 13,396 | 4,048 | 0.17% | 0.18% | 250 | -69 | -0.51% | Q1 2026 | Apr 30, 2026 |
| Argent Trust Co | History | Added to | 13,248 | 4,004 | 0.14% | 0.11% | 251 | +2,305 | 21.06% | Q1 2026 | May 13, 2026 |
| Martel Wealth Advisors LLC | History | Reduced | 13,194 | 3,987 | 0.68% | 0.7% | 252 | -374 | -2.76% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Added to | 13,174 | 3,981 | 0.02% | 0.02% | 253 | +2,414 | 22.43% | Q1 2026 | May 15, 2026 |
| Fluent Financial, LLC | History | Added to | 12,311 | 3,968 | 1.45% | 1.4% | 254 | +118 | 0.97% | Q1 2026 | Apr 15, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 13,004 | 3,930 | 1.35% | 1.35% | 255 | +165 | 1.29% | Q1 2026 | Apr 08, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 12,969 | 3,919 | 0.09% | 0.09% | 256 | -23 | -0.18% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 12,734 | 3,848 | 0.0% | 0.0% | 257 | +1,259 | 10.97% | Q1 2026 | May 11, 2026 |
| Hilltop National Bank | History | Added to | 12,730 | 3,847 | 0.91% | 0.9% | 258 | +396 | 3.21% | Q1 2026 | Apr 02, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 12,529 | 3,786 | 0.32% | 0.36% | 259 | -1,582 | -11.21% | Q1 2026 | May 15, 2026 |
| Probity Advisors, Inc. | History | Reduced | 12,528 | 3,786 | 0.6% | 0.63% | 260 | -593 | -4.52% | Q1 2026 | Apr 28, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 12,469 | 3,768 | 0.17% | 0.17% | 261 | +110 | 0.89% | Q1 2026 | Apr 09, 2026 |
| WESBANCO BANK INC | History | Added to | 12,438 | 3,759 | 0.1% | 0.1% | 262 | +365 | 3.02% | Q1 2026 | Apr 21, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 12,293 | 3,715 | 0.22% | 0.32% | 263 | -5,608 | -31.33% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 12,280 | 3,711 | 0.23% | 0.22% | 264 | -2,956 | -19.4% | Q1 2026 | Apr 28, 2026 |
| TAGStone Capital, Inc. | History | Added to | 12,256 | 3,704 | 1.31% | 1.37% | 265 | +38 | 0.31% | Q1 2026 | May 11, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 12,130 | 3,666 | 0.7% | 0.72% | 266 | -410 | -3.27% | Q1 2026 | Apr 15, 2026 |
| Apella Capital, LLC | History | Added to | 10,877 | 3,652 | 0.05% | 0.03% | 267 | +5,863 | 116.93% | Q1 2026 | Apr 20, 2026 |
| Portside Wealth Group, LLC | History | New | 11,655 | 3,522 | 0.48% | — | 268 | +11,655 | New | Q1 2026 | May 12, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 11,622 | 3,513 | 0.52% | 0.19% | 269 | +1,160 | 11.09% | Q1 2026 | May 12, 2026 |
| Alpine Bank Wealth Management | History | No change | 11,614 | 3,510 | 0.51% | 0.5% | 270 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Added to | 11,351 | 3,430 | 0.07% | 0.03% | 271 | +5,836 | 105.82% | Q1 2026 | May 06, 2026 |
| DeLarme Wealth Management, Inc. | History | Reduced | 11,304 | 3,416 | 2.2% | 2.52% | 272 | -433 | -3.69% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 11,290 | 3,412 | 0.17% | 0.18% | 273 | -36 | -0.32% | Q1 2026 | Apr 23, 2026 |
| Midwest Trust Co | History | Added to | 11,129 | 3,363 | 0.04% | 0.04% | 274 | +315 | 2.91% | Q1 2026 | May 01, 2026 |
| Talon Private Wealth, LLC | History | New | 11,109 | 3,357 | 0.45% | — | 275 | +11,109 | New | Q1 2026 | May 15, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 11,096 | 3,353 | 0.61% | 0.6% | 276 | +244 | 2.25% | Q1 2026 | May 06, 2026 |
| Independent Advisor Alliance | History | New | 11,027 | 3,332 | 0.04% | — | 277 | +11,027 | New | Q1 2026 | May 12, 2026 |
| Bravera Wealth | History | Added to | 10,898 | 3,293 | 1.48% | 1.39% | 278 | +1,709 | 18.6% | Q1 2026 | Apr 22, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 10,782 | 3,258 | 1.35% | 1.31% | 279 | +82 | 0.77% | Q1 2026 | May 06, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 10,697 | 3,233 | 0.52% | 0.55% | 280 | -482 | -4.31% | Q1 2026 | Apr 15, 2026 |
| Falcon Wealth Planning | History | Reduced | 10,612 | 3,207 | 0.22% | 0.28% | 281 | -364 | -3.32% | Q1 2026 | Apr 20, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 10,608 | 3,206 | 1.56% | 1.65% | 282 | -359 | -3.27% | Q1 2026 | May 05, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 10,609 | 3,206 | 0.13% | 0.14% | 283 | -74 | -0.69% | Q1 2026 | Apr 30, 2026 |
| MSH Capital Advisors LLC | History | Added to | 10,523 | 3,180 | 0.67% | 0.67% | 284 | +150 | 1.45% | Q1 2026 | May 08, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 10,516 | 3,178 | 0.33% | 0.34% | 285 | -342 | -3.15% | Q1 2026 | May 04, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 10,488 | 3,169 | 0.18% | 0.18% | 286 | -36 | -0.34% | Q1 2026 | Apr 20, 2026 |
| Aurelius Family Office LLC | History | Added to | 10,451 | 3,158 | 1.37% | 1.36% | 287 | +260 | 2.55% | Q1 2026 | Apr 08, 2026 |
| Western Wealth Management, LLC | History | Reduced | 10,372 | 3,135 | 0.11% | 0.15% | 288 | -310 | -2.9% | Q1 2026 | May 19, 2026 |
| Brookstone Capital Management | History | Added to | 10,372 | 3,134 | 0.04% | 0.03% | 289 | +1,493 | 16.81% | Q1 2026 | Apr 16, 2026 |
| Northern Lights Advisors, Inc. | History | Added to | 10,341 | 3,125 | 2.12% | 2.11% | 290 | +150 | 1.47% | Q1 2026 | Apr 21, 2026 |
| SilverOak Wealth Management LLC | History | Reduced | 10,286 | 3,108 | 0.49% | 0.56% | 291 | -1,509 | -12.79% | Q1 2026 | Apr 29, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 10,132 | 3,062 | 2.81% | 2.75% | 292 | +140 | 1.4% | Q1 2026 | Apr 08, 2026 |
| Tower View Wealth Management LLC | History | Added to | 9,973 | 3,014 | 1.55% | 1.46% | 293 | +170 | 1.73% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 9,947 | 3,006 | 0.0% | 0.0% | 294 | +2,885 | 40.85% | Q1 2026 | May 15, 2026 |
| KPP Advisory Services LLC | History | Reduced | 9,883 | 2,987 | 0.43% | 0.44% | 295 | -41 | -0.41% | Q1 2026 | Apr 24, 2026 |
| Global Trust Wealth Management LLC | History | Added to | 9,852 | 2,977 | 2.25% | 2.13% | 296 | +332 | 3.49% | Q1 2026 | Apr 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 9,750 | 2,946 | 0.13% | 0.11% | 297 | +1,462 | 17.64% | Q1 2026 | May 13, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 9,668 | 2,922 | 0.32% | 0.31% | 298 | +139 | 1.46% | Q1 2026 | Apr 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 9,661 | 2,920 | 0.06% | 0.05% | 299 | +1,536 | 18.9% | Q1 2026 | Apr 14, 2026 |
| Ascentis Independent Advisors | History | Added to | 9,633 | 2,912 | 0.22% | 0.24% | 300 | +4,617 | 92.05% | Q1 2026 | Apr 28, 2026 |