VANGUARD INDEX FUNDS - VBR
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 | 13,400,994 | 2,911,365 | 0.21% | 0.25% | 1 | -2,598,354 | -16.24% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 4,079,001 | 886,163 | 1.81% | 1.89% | 2 | -300,432 | -6.86% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 3,816,657 | 829,169 | 0.05% | 0.05% | 3 | +43,823 | 1.16% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 2,917,128 | 633,746 | 1.2% | 1.22% | 4 | -102,538 | -3.4% | Q1 2026 | May 14, 2026 |
| ASPIRIANT, LLC | History | Added to | 1,739,529 | 377,912 | 10.76% | 9.86% | 5 | +118,821 | 7.33% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,690,012 | 367,155 | 0.07% | 0.07% | 6 | -20,374 | -1.19% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,613,157 | 350,458 | 0.09% | 0.08% | 7 | +265,870 | 19.73% | Q1 2026 | May 04, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 1,486,561 | 322,962 | 0.3% | 0.31% | 8 | -6,236 | -0.42% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 1,481,210 | 321,792 | 0.09% | 0.08% | 9 | +42,495 | 2.95% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 1,476,405 | 320,748 | 0.05% | 0.05% | 10 | +85,254 | 6.13% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,289,920 | 280,210 | 0.49% | 0.5% | 11 | +53,907 | 4.36% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,164,853 | 253,064 | 0.27% | 0.26% | 12 | +31,607 | 2.79% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,023,425 | 222,339 | 0.07% | 0.07% | 13 | -31,127 | -2.95% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 984,444 | 209,882 | 0.1% | 0.11% | 14 | +138,935 | 16.43% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 846,309 | 183,860 | 0.11% | 0.1% | 15 | +21,114 | 2.56% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Reduced | 829,355 | 180,176 | 0.2% | 0.21% | 16 | -20,179 | -2.38% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 822,036 | 178,584 | 2.19% | 2.18% | 17 | +21,991 | 2.75% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 817,672 | 177,639 | 0.72% | 0.71% | 18 | -5,272 | -0.64% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 809,258 | 175,975 | 0.26% | 0.19% | 19 | +200,249 | 32.88% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 770,962 | 167,496 | 0.18% | 0.19% | 20 | -40,973 | -5.05% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 752,625 | 159,775 | 0.01% | 0.01% | 21 | +4,280 | 0.57% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 675,388 | 146,821 | 0.03% | 0.03% | 22 | -37,916 | -5.32% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 652,542 | 141,764 | 0.55% | — | 23 | +652,542 | New | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 629,499 | 136,758 | 1.36% | 1.38% | 24 | -5,483 | -0.86% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 563,135 | 122,341 | 0.17% | 0.17% | 25 | -22,779 | -3.89% | Q1 2026 | Apr 27, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 522,808 | 113,579 | 1.24% | 1.15% | 26 | +26,084 | 5.25% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 517,535 | 112,434 | 0.88% | — | 27 | +517,535 | New | Q1 2026 | Apr 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 495,314 | 107,606 | 0.81% | 0.75% | 28 | +26,614 | 5.68% | Q1 2026 | May 12, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 488,482 | 106,122 | 2.18% | 2.09% | 29 | +5,249 | 1.09% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 482,517 | 104,828 | 0.02% | 0.02% | 30 | -3,628 | -0.75% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 473,557 | 102,821 | 0.12% | 0.12% | 31 | +2,274 | 0.48% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 464,272 | 100,863 | 0.18% | 0.18% | 32 | -10,560 | -2.22% | Q1 2026 | May 14, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 462,819 | 100,547 | 6.41% | 5.39% | 33 | +81,618 | 21.41% | Q1 2026 | Apr 08, 2026 |
| Efficient Advisors, LLC | History | Reduced | 397,932 | 86,450 | 6.14% | 7.02% | 34 | -170,053 | -29.94% | Q1 2026 | Apr 29, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 392,210 | 85,207 | 2.35% | 2.31% | 35 | +4,125 | 1.06% | Q1 2026 | May 07, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 393,959 | 83,436 | 6.72% | 6.72% | 36 | +244 | 0.06% | Q1 2026 | Apr 15, 2026 |
| Retirement Systems of Alabama | History | No change | 382,480 | 83,093 | 0.28% | 0.26% | 37 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 379,793 | 82,510 | 0.05% | 0.05% | 38 | +13,013 | 3.55% | Q1 2026 | May 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 374,081 | 81,269 | 0.03% | 0.03% | 39 | +24,578 | 7.03% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 371,224 | 80,653 | 0.07% | 0.07% | 40 | +13,571 | 3.79% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 339,227 | 73,697 | 0.88% | 0.85% | 41 | -8,142 | -2.34% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Reduced | 339,841 | 73,484 | 0.11% | 0.1% | 42 | -2,755 | -0.8% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 324,522 | 70,933 | 0.14% | 0.14% | 43 | -130,560 | -28.69% | Q1 2026 | Apr 08, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 324,494 | 70,508 | 17.65% | 17.19% | 44 | +1,076 | 0.33% | Q1 2026 | Apr 28, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 317,351 | 68,944 | 7.02% | 6.84% | 45 | -1,717 | -0.54% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 317,127 | 68,895 | 0.3% | 0.27% | 46 | +9,058 | 2.94% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 315,100 | 68,455 | 0.05% | 0.05% | 47 | +3,051 | 0.98% | Q1 2026 | May 12, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 297,406 | 64,611 | 0.06% | 0.05% | 48 | -4,160 | -1.38% | Q1 2026 | May 14, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 296,360 | 64,384 | 2.04% | 2.04% | 49 | +1,076 | 0.36% | Q1 2026 | May 15, 2026 |
| Financial Advisory Corp | History | Reduced | 284,691 | 61,849 | 8.59% | 8.77% | 50 | -45 | -0.02% | Q1 2026 | Apr 10, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 283,035 | 61,489 | 2.84% | 2.87% | 51 | -2,159 | -0.76% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Reduced | 278,034 | 60,402 | 0.29% | 0.34% | 52 | -3,674 | -1.3% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 273,733 | 59,468 | 0.74% | 0.71% | 53 | +5,889 | 2.2% | Q1 2026 | Apr 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 271,341 | 58,927 | 0.36% | 0.39% | 54 | -37,111 | -12.03% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 267,392 | 58,103 | 0.08% | 0.08% | 55 | +1,206 | 0.45% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 263,924 | 57,337 | 0.01% | 0.01% | 56 | -52,746 | -16.66% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 255,432 | 55,492 | 1.72% | 1.76% | 57 | -8,035 | -3.05% | Q1 2026 | Apr 27, 2026 |
| BAILARD, INC. | History | Added to | 253,684 | 55,112 | 1.27% | 1.17% | 58 | +4,453 | 1.79% | Q1 2026 | May 11, 2026 |
| WIT, LLC | History | No change | 250,167 | 54,348 | 1.03% | 1.06% | 59 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 248,140 | 53,908 | 0.07% | 0.06% | 60 | +20,923 | 9.21% | Q1 2026 | Apr 27, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 237,827 | 51,668 | 0.91% | 0.85% | 61 | -2,020 | -0.84% | Q1 2026 | May 11, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 237,724 | 51,645 | 5.44% | 3.43% | 62 | +150,327 | 172.0% | Q1 2026 | Apr 17, 2026 |
| Zhang Financial LLC | History | Reduced | 226,556 | 49,219 | 1.7% | 1.79% | 63 | -314 | -0.14% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 223,342 | 48,520 | 0.09% | 0.06% | 64 | +138,931 | 164.59% | Q1 2026 | May 01, 2026 |
| Summit Financial, LLC | History | Added to | 215,831 | 46,889 | 0.6% | 0.61% | 65 | +19,510 | 9.94% | Q1 2026 | May 15, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 212,551 | 46,176 | 6.22% | 6.08% | 66 | -2,999 | -1.39% | Q1 2026 | Apr 07, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 205,310 | 44,603 | 0.35% | 0.33% | 67 | +7,311 | 3.69% | Q1 2026 | May 01, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 198,088 | 43,034 | 9.73% | 10.65% | 68 | +5,320 | 2.76% | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 193,564 | 42,051 | 0.16% | 0.15% | 69 | +15,929 | 8.97% | Q1 2026 | Apr 30, 2026 |
| Foster Group, Inc. | History | Added to | 186,794 | 40,581 | 1.21% | 1.19% | 70 | +391 | 0.21% | Q1 2026 | Apr 13, 2026 |
| Comprehensive Financial Management LLC | History | No change | 184,376 | 40,055 | 1.33% | 1.18% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 184,349 | 40,049 | 0.11% | 0.1% | 72 | +10,401 | 5.98% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 180,680 | 39,252 | 0.06% | 0.05% | 73 | +18,245 | 11.23% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 179,371 | 38,968 | 0.21% | 0.23% | 74 | +21,458 | 13.59% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 176,107 | 38,277 | 0.05% | 0.04% | 75 | +20,621 | 13.26% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 175,837 | 38,201 | 0.1% | 0.09% | 76 | +10,114 | 6.1% | Q1 2026 | Apr 30, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 174,938 | 38,005 | 3.82% | 3.82% | 77 | -5,235 | -2.91% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 173,964 | 37,793 | 0.1% | 0.1% | 78 | -28,299 | -13.99% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 169,301 | 36,780 | 0.2% | 0.19% | 79 | +928 | 0.55% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 160,387 | 34,844 | 0.05% | 0.05% | 80 | +334 | 0.21% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 159,980 | 34,755 | 0.0% | 0.0% | 81 | +15,995 | 11.11% | Q1 2026 | May 15, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 157,323 | 34,178 | 7.54% | 6.92% | 82 | +10,069 | 6.84% | Q1 2026 | Apr 03, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 157,252 | 34,163 | 1.33% | 1.36% | 83 | -5,122 | -3.15% | Q1 2026 | Apr 10, 2026 |
| Pathstone Holdings, LLC | History | Added to | 157,156 | 34,142 | 0.14% | 0.12% | 84 | +9,731 | 6.6% | Q1 2026 | May 11, 2026 |
| Asset Management Group, Inc. | History | Added to | 152,663 | 33,165 | 5.36% | 5.14% | 85 | +2,745 | 1.83% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 151,976 | 33,016 | 0.05% | 0.05% | 86 | +7,994 | 5.55% | Q1 2026 | May 14, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 150,977 | 32,799 | 1.86% | 1.6% | 87 | +12,726 | 9.2% | Q1 2026 | Apr 21, 2026 |
| Marotta Asset Management | History | Added to | 147,767 | 32,233 | 5.94% | 5.64% | 88 | +3,871 | 2.69% | Q1 2026 | Apr 27, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 151,784 | 32,157 | 0.21% | 0.28% | 89 | -41,343 | -21.41% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 142,620 | 30,984 | 0.0% | 0.01% | 90 | -103,868 | -42.14% | Q1 2026 | May 15, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 134,671 | 30,739 | 2.76% | 2.85% | 91 | -3,149 | -2.28% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 141,395 | 30,718 | 0.23% | 0.24% | 92 | -2,494 | -1.73% | Q1 2026 | Apr 15, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 137,682 | 29,911 | 13.18% | 12.53% | 93 | -3,817 | -2.7% | Q1 2026 | Apr 22, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 136,500 | 29,654 | 6.16% | 5.94% | 94 | +796 | 0.59% | Q1 2026 | May 11, 2026 |
| McAdam, LLC | History | Reduced | 133,535 | 29,010 | 1.31% | 1.3% | 95 | -315 | -0.24% | Q1 2026 | May 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 131,877 | 28,650 | 0.29% | 0.35% | 96 | -1,742 | -1.3% | Q1 2026 | May 13, 2026 |
| Wealth Architects, LLC | History | Reduced | 131,722 | 28,616 | 2.55% | 2.54% | 97 | -1,214 | -0.91% | Q1 2026 | May 15, 2026 |
| 25 LLC | History | Reduced | 131,383 | 28,542 | 8.8% | 8.92% | 98 | -1,326 | -1.0% | Q1 2026 | Apr 20, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 130,776 | 28,411 | 1.84% | 1.83% | 99 | -5,992 | -4.38% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 133,866 | 28,351 | 0.11% | 0.11% | 100 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 128,493 | 27,915 | 0.48% | 0.49% | 101 | -2,461 | -1.88% | Q1 2026 | May 04, 2026 |
| BHK Investment Advisors, LLC | History | Reduced | 125,316 | 27,224 | 9.1% | 9.15% | 102 | -6,194 | -4.71% | Q1 2026 | Apr 29, 2026 |
| Brickley Wealth Management | History | Added to | 124,827 | 27,118 | 4.65% | 4.45% | 103 | +285 | 0.23% | Q1 2026 | May 04, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 123,784 | 26,892 | 5.19% | 5.32% | 104 | +1,012 | 0.82% | Q1 2026 | Apr 21, 2026 |
| World Investment Advisors | History | Reduced | 123,221 | 26,769 | 0.43% | 0.43% | 105 | -2,058 | -1.64% | Q1 2026 | Apr 27, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 114,711 | 24,920 | 5.9% | 5.31% | 106 | +1,340 | 1.18% | Q1 2026 | Apr 30, 2026 |
| Silver Coast Investments LLC | History | Added to | 107,975 | 23,457 | 7.49% | 7.64% | 107 | +3,295 | 3.15% | Q1 2026 | Apr 22, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 107,872 | 23,435 | 4.67% | 4.57% | 108 | +4,448 | 4.3% | Q1 2026 | Apr 09, 2026 |
| &PARTNERS | History | Added to | 105,529 | 22,924 | 0.11% | 0.1% | 109 | +13,338 | 14.47% | Q1 2026 | May 15, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 105,370 | 22,909 | 1.58% | 1.62% | 110 | +17,163 | 19.46% | Q1 2026 | May 18, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 103,337 | 22,449 | 0.18% | 0.17% | 111 | +7,551 | 7.88% | Q1 2026 | May 01, 2026 |
| Partners in Financial Planning | History | Added to | 101,889 | 22,135 | 3.67% | 3.64% | 112 | +280 | 0.28% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 52,400 | 22,110 | 1.02% | 0.11% | 113 | -95,236 | -64.51% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 101,730 | 22,100 | 0.1% | 0.15% | 114 | -44,302 | -30.34% | Q1 2026 | Apr 24, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 101,570 | 22,066 | 3.05% | 3.42% | 115 | -17,181 | -14.47% | Q1 2026 | Apr 22, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 100,092 | 21,744 | 2.71% | 3.24% | 116 | -24,766 | -19.84% | Q1 2026 | Apr 08, 2026 |
| PDS Planning, Inc | History | Added to | 99,068 | 21,522 | 1.42% | 1.4% | 117 | +207 | 0.21% | Q1 2026 | Apr 21, 2026 |
| Performa Ltd (US), LLC | History | Added to | 98,553 | 21,410 | 4.84% | 4.71% | 118 | +10,940 | 12.49% | Q1 2026 | May 06, 2026 |
| Atria Investments, Inc | History | Reduced | 97,589 | 21,201 | 0.24% | 0.27% | 119 | -14,231 | -12.73% | Q1 2026 | May 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 97,571 | 21,197 | 0.3% | 0.13% | 120 | +59,464 | 156.04% | Q1 2026 | May 11, 2026 |
| Avion Wealth | History | Reduced | 94,971 | 20,632 | 4.26% | 4.25% | 121 | -691 | -0.72% | Q1 2026 | May 01, 2026 |
| TrueWealth Financial Partners | History | New | 94,707 | 20,575 | 8.2% | — | 122 | +94,707 | New | Q1 2026 | May 20, 2026 |
| Avior Wealth Management, LLC | History | Added to | 93,968 | 20,414 | 0.58% | 0.62% | 123 | +391 | 0.42% | Q1 2026 | Apr 09, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 91,277 | 19,829 | 1.0% | 0.67% | 124 | +29,443 | 47.62% | Q1 2026 | May 04, 2026 |
| E&R Wealth Management, LLC | History | Added to | 90,451 | 19,650 | 19.57% | 19.27% | 125 | +3,247 | 3.72% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 87,989 | 19,115 | 0.54% | 0.23% | 126 | +50,161 | 132.6% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 86,785 | 18,854 | 0.01% | 0.01% | 127 | +23,312 | 36.73% | Q1 2026 | May 15, 2026 |
| Brooklyn FI, LLC | History | Added to | 85,516 | 18,578 | 3.9% | 3.61% | 128 | +5,767 | 7.23% | Q1 2026 | May 11, 2026 |
| Marmo Financial Group, LLC | History | Added to | 85,317 | 18,535 | 9.18% | 8.54% | 129 | +158 | 0.19% | Q1 2026 | Apr 23, 2026 |
| Willis Investment Counsel | History | Added to | 83,829 | 18,211 | 0.99% | 0.86% | 130 | +5,037 | 6.39% | Q1 2026 | May 05, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 83,405 | 18,124 | 0.18% | 0.18% | 131 | +8,216 | 10.93% | Q1 2026 | May 12, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 82,391 | 17,899 | 4.84% | 5.28% | 132 | +5,232 | 6.78% | Q1 2026 | Apr 17, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 82,878 | 17,552 | 0.08% | 0.08% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 79,475 | 17,265 | 0.1% | 0.1% | 134 | +4,030 | 5.34% | Q1 2026 | May 05, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 79,186 | 17,203 | 3.03% | 2.97% | 136 | +2,318 | 3.02% | Q1 2026 | Apr 17, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 79,186 | 17,203 | 3.1% | 3.11% | 135 | -1,290 | -1.6% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 78,603 | 17,076 | 0.1% | 0.09% | 137 | +1,095 | 1.41% | Q1 2026 | May 15, 2026 |
| HILLMAN CO | History | No change | 78,406 | 17,033 | 6.62% | 5.76% | 138 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 76,301 | 16,576 | 0.64% | 0.58% | 139 | -8,650 | -10.18% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 75,953 | 16,500 | 0.58% | 0.55% | 140 | +2,176 | 2.95% | Q1 2026 | May 06, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 75,599 | 16,423 | 2.99% | 2.98% | 141 | +257 | 0.34% | Q1 2026 | Apr 17, 2026 |
| Family CFO Inc | History | Reduced | 74,220 | 16,124 | 7.22% | 7.25% | 142 | -2,316 | -3.03% | Q1 2026 | Apr 28, 2026 |
| Black Diamond Financial, LLC | History | Added to | 74,035 | 16,084 | 1.75% | 1.61% | 143 | +1,715 | 2.37% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 73,662 | 16,003 | 0.08% | 0.09% | 144 | -1,353 | -1.8% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 72,040 | 15,650 | 0.09% | 0.09% | 145 | -2,637 | -3.53% | Q1 2026 | Apr 30, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 71,122 | 15,451 | 2.11% | 2.12% | 146 | -237 | -0.33% | Q1 2026 | Apr 14, 2026 |
| Steele Capital Management, Inc. | History | Added to | 70,714 | 15,362 | 0.64% | 0.48% | 147 | +18,446 | 35.29% | Q1 2026 | Apr 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 70,237 | 15,259 | 0.17% | 0.19% | 148 | +4,602 | 7.01% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 69,591 | 15,118 | 1.08% | 1.03% | 149 | +1,796 | 2.65% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 69,324 | 15,060 | 0.17% | 0.17% | 150 | -4,039 | -5.51% | Q1 2026 | May 05, 2026 |
| Traveka Wealth, LLC | History | Reduced | 68,962 | 14,981 | 5.72% | 6.22% | 151 | -3,234 | -4.48% | Q1 2026 | Apr 22, 2026 |
| Apella Capital, LLC | History | Added to | 64,028 | 14,869 | 0.22% | 0.25% | 152 | +3,344 | 5.51% | Q1 2026 | Apr 20, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 68,237 | 14,824 | 0.19% | 0.18% | 153 | -1,039 | -1.5% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 68,053 | 14,784 | 0.21% | 0.2% | 154 | -2,707 | -3.83% | Q1 2026 | May 11, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 67,450 | 14,653 | 0.42% | 0.43% | 155 | -200 | -0.3% | Q1 2026 | May 04, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 65,567 | 14,244 | 1.75% | 1.67% | 156 | +2,985 | 4.77% | Q1 2026 | Apr 27, 2026 |
| Ancora Advisors LLC | History | Added to | 65,433 | 14,215 | 0.3% | 0.28% | 157 | +1,881 | 2.96% | Q1 2026 | May 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 65,393 | 14,206 | 0.61% | 0.55% | 158 | +3,435 | 5.54% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 61,499 | 14,123 | 0.18% | 0.18% | 159 | -4,160 | -6.34% | Q1 2026 | May 06, 2026 |
| BancFirst Trust & Investment Management | History | Reduced | 65,814 | 13,971 | 6.17% | 5.81% | 160 | -51 | -0.08% | Q1 2026 | Apr 01, 2026 |
| Jacobsen Capital Management | History | Reduced | 64,135 | 13,933 | 4.71% | 4.58% | 161 | -2,050 | -3.1% | Q1 2026 | Apr 24, 2026 |
| HB Wealth Management, LLC | History | Reduced | 63,575 | 13,811 | 0.09% | 0.09% | 162 | -726 | -1.13% | Q1 2026 | Apr 27, 2026 |
| Payne Capital Management, LLC | History | Added to | 63,472 | 13,789 | 4.17% | 4.18% | 163 | +901 | 1.44% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Reduced | 62,436 | 13,564 | 0.18% | 0.21% | 164 | -9,297 | -12.96% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 62,486 | 13,516 | 0.02% | — | 165 | +62,486 | New | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 62,093 | 13,489 | 0.0% | 0.0% | 166 | -221 | -0.35% | Q1 2026 | May 05, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 60,738 | 13,195 | 2.53% | 2.43% | 167 | +655 | 1.09% | Q1 2026 | May 01, 2026 |
| Compound Planning, Inc. | History | Added to | 60,558 | 13,156 | 0.4% | 0.35% | 168 | +3,540 | 6.21% | Q1 2026 | May 14, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 60,270 | 13,093 | 4.91% | 4.59% | 169 | +110 | 0.18% | Q1 2026 | May 08, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Added to | 60,241 | 13,087 | 7.45% | 7.88% | 170 | +626 | 1.05% | Q1 2026 | Apr 16, 2026 |
| Coastline Trust Co | History | Reduced | 59,379 | 12,900 | 1.28% | 1.93% | 171 | -37,601 | -38.77% | Q1 2026 | Apr 03, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 57,215 | 12,893 | 2.45% | 2.4% | 172 | +110 | 0.19% | Q1 2026 | Apr 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 59,206 | 12,862 | 0.04% | 0.03% | 173 | +723 | 1.24% | Q1 2026 | May 08, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 59,125 | 12,844 | 1.68% | 2.79% | 174 | -47,228 | -44.41% | Q1 2026 | May 08, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 59,084 | 12,835 | 1.23% | 1.23% | 175 | -1,002 | -1.67% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | No change | 58,915 | 12,799 | 0.18% | 0.2% | 176 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Eagle Strategies LLC | History | Reduced | 58,169 | 12,637 | 1.51% | 1.59% | 177 | -461 | -0.79% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 57,450 | 12,479 | 0.19% | 0.08% | 178 | +38,860 | 209.04% | Q1 2026 | May 15, 2026 |
| Garde Capital, Inc. | History | Reduced | 57,225 | 12,432 | 0.74% | 0.72% | 179 | -268 | -0.47% | Q1 2026 | Apr 28, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 56,595 | 12,295 | 0.89% | 0.93% | 180 | -11,189 | -16.51% | Q1 2026 | Apr 16, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 56,580 | 12,292 | 3.35% | 2.75% | 181 | +10,143 | 21.84% | Q1 2026 | Apr 29, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 56,396 | 12,252 | 1.04% | 0.75% | 182 | +18,188 | 47.6% | Q1 2026 | Apr 09, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 56,142 | 12,196 | 2.58% | 2.62% | 183 | -2,463 | -4.2% | Q1 2026 | May 05, 2026 |
| Veery Capital, LLC | History | Added to | 56,113 | 12,190 | 3.74% | 3.55% | 184 | +1,530 | 2.8% | Q1 2026 | Apr 09, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 55,764 | 12,114 | 1.26% | 1.26% | 185 | -1,536 | -2.68% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 54,998 | 11,948 | 0.03% | 0.03% | 186 | +3,251 | 6.28% | Q1 2026 | Apr 22, 2026 |
| Capital Advantage, Inc. | History | Added to | 54,431 | 11,825 | 1.55% | 1.54% | 187 | +363 | 0.67% | Q1 2026 | Apr 10, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 54,253 | 11,786 | 1.12% | 1.1% | 188 | -1,875 | -3.34% | Q1 2026 | May 11, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 54,079 | 11,748 | 6.79% | 6.47% | 189 | +1,833 | 3.51% | Q1 2026 | Apr 17, 2026 |
| Wharton Business Group, LLC | History | Reduced | 53,419 | 11,605 | 0.44% | 0.44% | 190 | -669 | -1.24% | Q1 2026 | May 07, 2026 |
| Sepio Capital, LP | History | Reduced | 52,848 | 11,481 | 0.62% | 0.62% | 191 | -984 | -1.83% | Q1 2026 | May 13, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 52,537 | 11,413 | 6.89% | 6.51% | 192 | -173 | -0.33% | Q1 2026 | Apr 28, 2026 |
| Firestone Capital Management | History | Added to | 52,086 | 11,315 | 2.36% | 2.29% | 193 | +1,003 | 1.96% | Q1 2026 | May 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 51,755 | 11,243 | 1.09% | 0.89% | 194 | +4,829 | 10.29% | Q1 2026 | May 01, 2026 |
| Lansing Street Advisors | History | Reduced | 51,451 | 11,177 | 2.81% | 2.79% | 195 | -169 | -0.33% | Q1 2026 | Apr 28, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 51,030 | 11,086 | 7.71% | 7.54% | 196 | +355 | 0.7% | Q1 2026 | Apr 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 50,804 | 11,037 | 0.12% | 0.12% | 197 | -210 | -0.41% | Q1 2026 | Apr 20, 2026 |
| One Degree Advisors Inc | History | Added to | 50,372 | 10,943 | 2.87% | 2.91% | 198 | +386 | 0.77% | Q1 2026 | May 01, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 50,212 | 10,908 | 2.18% | 1.72% | 199 | +15,469 | 44.52% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 49,253 | 10,700 | 0.02% | 0.02% | 200 | +4,806 | 10.81% | Q1 2026 | May 15, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 49,232 | 10,695 | 0.35% | 0.35% | 201 | -1,505 | -2.97% | Q1 2026 | Apr 22, 2026 |
| Balance Wealth, LLC | History | Added to | 49,060 | 10,658 | 3.31% | 3.24% | 202 | +1,320 | 2.76% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 48,927 | 10,629 | 0.0% | 0.0% | 203 | +13,227 | 37.05% | Q1 2026 | May 15, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 48,906 | 10,624 | 2.3% | — | 204 | +48,906 | New | Q1 2026 | May 13, 2026 |
| MAYPORT, LLC | History | Added to | 48,175 | 10,465 | 1.95% | 1.92% | 205 | +3,173 | 7.05% | Q1 2026 | Apr 21, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 48,075 | 10,444 | 0.84% | 0.8% | 206 | +2,275 | 4.97% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 47,794 | 10,383 | 0.67% | 0.63% | 207 | +2,055 | 4.49% | Q1 2026 | Apr 15, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 47,484 | 10,315 | 3.52% | 3.69% | 208 | -916 | -1.89% | Q1 2026 | Apr 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 47,325 | 10,281 | 0.06% | 0.05% | 209 | +1,459 | 3.18% | Q1 2026 | Apr 15, 2026 |
| AE Wealth Management LLC | History | Added to | 47,035 | 10,218 | 0.06% | 0.06% | 210 | +1,085 | 2.36% | Q1 2026 | May 13, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 46,971 | 10,204 | 3.78% | 2.65% | 211 | +12,777 | 37.37% | Q1 2026 | May 04, 2026 |
| Spectrum Investment Advisors, Inc. | History | Added to | 46,818 | 10,171 | 5.05% | 4.78% | 212 | +1,779 | 3.95% | Q1 2026 | Apr 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 46,793 | 10,165 | 0.02% | 0.02% | 213 | -9 | -0.02% | Q1 2026 | May 01, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 46,757 | 10,157 | 0.66% | 0.65% | 214 | +114 | 0.24% | Q1 2026 | May 07, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 46,494 | 10,100 | 0.6% | 0.58% | 215 | -1,036 | -2.18% | Q1 2026 | Apr 29, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 46,421 | 10,084 | 1.67% | 1.58% | 216 | +1,875 | 4.21% | Q1 2026 | Apr 29, 2026 |
| Oath Planning, LLC | History | Added to | 46,294 | 10,057 | 8.94% | 7.88% | 217 | +8,604 | 22.83% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 46,147 | 10,032 | 0.08% | 0.09% | 218 | -7,340 | -13.72% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 45,874 | 9,966 | 0.17% | 0.14% | 219 | +6,807 | 17.42% | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 45,832 | 9,957 | 0.12% | 0.13% | 220 | -2,522 | -5.22% | Q1 2026 | Apr 20, 2026 |
| Advisory Alpha, LLC | History | Added to | 45,785 | 9,947 | 0.27% | 0.19% | 221 | +13,068 | 39.94% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 45,722 | 9,933 | 0.18% | 0.18% | 222 | -235 | -0.51% | Q1 2026 | May 07, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 45,151 | 9,809 | 0.6% | 0.38% | 223 | -696,800 | -93.91% | Q1 2026 | May 12, 2026 |
| Hegarty Advisors, LLC | History | Added to | 45,040 | 9,784 | 7.71% | 8.24% | 224 | +228 | 0.51% | Q1 2026 | Apr 30, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 44,966 | 9,768 | 0.66% | 2.3% | 225 | -115,633 | -72.0% | Q1 2026 | May 15, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 44,821 | 9,737 | 3.82% | 3.79% | 226 | +878 | 2.0% | Q1 2026 | May 14, 2026 |
| Clayton Financial Group LLC | History | Added to | 44,336 | 9,631 | 4.95% | 4.61% | 227 | +1,615 | 3.78% | Q1 2026 | Apr 13, 2026 |
| M&T BANK CORP | History | Reduced | 43,989 | 9,556 | 0.03% | 0.03% | 228 | -5,528 | -11.16% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 43,692 | 9,491 | 0.05% | 0.05% | 229 | -2,363 | -5.13% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 44,528 | 9,430 | 0.17% | 0.17% | 230 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JBGlobal.com LLC | History | New | 42,873 | 9,314 | 9.17% | — | 231 | +42,873 | New | Q1 2026 | Apr 07, 2026 |
| Noble Family Wealth, LLC | History | Added to | 42,722 | 9,281 | 1.92% | 1.78% | 232 | +2,751 | 6.88% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 43,750 | 9,265 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 42,467 | 9,226 | 0.15% | 0.17% | 234 | +1,459 | 3.56% | Q1 2026 | May 18, 2026 |
| RFG Advisory, LLC | History | Added to | 42,375 | 9,206 | 0.17% | 0.13% | 235 | +10,466 | 32.8% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 41,997 | 9,160 | 0.09% | 0.08% | 236 | +5,065 | 13.71% | Q1 2026 | Apr 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 43,122 | 9,132 | 0.0% | 0.0% | 237 | +181 | 0.42% | Q1 2026 | May 15, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 41,966 | 9,117 | 2.31% | 2.34% | 238 | -364 | -0.86% | Q1 2026 | Apr 10, 2026 |
| BROWN ADVISORY INC | History | Added to | 41,811 | 9,083 | 0.01% | 0.01% | 239 | +235 | 0.57% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 40,612 | 8,822 | 0.01% | 0.0% | 240 | +38,581 | 1899.61% | Q1 2026 | May 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 40,283 | 8,751 | 1.0% | 0.97% | 241 | -974 | -2.36% | Q1 2026 | May 11, 2026 |
| Fortis Capital Management LLC | History | Added to | 39,528 | 8,587 | 0.88% | 1.1% | 242 | +163 | 0.41% | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 39,393 | 8,558 | 0.2% | 0.36% | 243 | +3,675 | 10.29% | Q1 2026 | Apr 27, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 39,360 | 8,550 | 5.63% | 5.74% | 244 | -1,384 | -3.4% | Q1 2026 | Apr 09, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 39,163 | 8,508 | 2.25% | 2.18% | 245 | -990 | -2.47% | Q1 2026 | Apr 22, 2026 |
| Redwood Investment Management, LLC | History | Added to | 38,917 | 8,455 | 1.05% | 0.78% | 246 | +6,202 | 18.96% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 38,775 | 8,423 | 1.94% | 1.99% | 247 | -1,572 | -3.9% | Q1 2026 | Apr 09, 2026 |
| COURIER CAPITAL LLC | History | Added to | 38,381 | 8,338 | 0.47% | 0.45% | 248 | +207 | 0.54% | Q1 2026 | Apr 23, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 38,278 | 8,315 | 2.88% | 2.96% | 249 | -1,000 | -2.55% | Q1 2026 | May 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 38,116 | 8,280 | 0.19% | 0.19% | 250 | +343 | 0.91% | Q1 2026 | Apr 29, 2026 |
| Thrive Capital Management, LLC | History | Added to | 37,985 | 8,252 | 1.81% | 1.44% | 251 | +7,529 | 24.72% | Q1 2026 | Apr 27, 2026 |
| Symmetry Partners, LLC | History | Reduced | 37,861 | 8,225 | 0.47% | 0.51% | 252 | -3,213 | -7.82% | Q1 2026 | Apr 27, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 37,568 | 8,161 | 1.4% | 1.85% | 253 | +92 | 0.25% | Q1 2026 | Apr 09, 2026 |
| Elgethun Capital Management | History | Added to | 37,432 | 8,131 | 1.34% | 1.34% | 254 | +835 | 2.28% | Q1 2026 | May 14, 2026 |
| Fairway Financial, LLC | History | Added to | 37,253 | 8,093 | 6.15% | 5.92% | 255 | +190 | 0.51% | Q1 2026 | May 11, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 34,669 | 8,087 | 3.21% | 3.29% | 256 | -1,656 | -4.56% | Q1 2026 | Apr 27, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 37,189 | 8,079 | 0.99% | 0.98% | 257 | -884 | -2.32% | Q1 2026 | Apr 10, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 37,138 | 8,068 | 3.26% | 3.16% | 258 | -492 | -1.31% | Q1 2026 | Apr 08, 2026 |
| Quent Capital, LLC | History | Reduced | 37,136 | 8,067 | 0.57% | 0.57% | 259 | -459 | -1.22% | Q1 2026 | Apr 28, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 36,970 | 8,031 | 1.11% | 1.06% | 260 | +990 | 2.75% | Q1 2026 | May 14, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 36,948 | 8,026 | 0.81% | 0.79% | 261 | +181 | 0.49% | Q1 2026 | Apr 30, 2026 |
| Aurelius Family Office LLC | History | Added to | 36,670 | 7,966 | 3.46% | 3.38% | 262 | +491 | 1.36% | Q1 2026 | Apr 08, 2026 |
| WHITTIER TRUST CO | History | Added to | 36,158 | 7,933 | 0.09% | 0.09% | 263 | +15 | 0.04% | Q1 2026 | Apr 28, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 36,222 | 7,869 | 5.52% | 5.39% | 264 | +512 | 1.43% | Q1 2026 | Apr 22, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 36,165 | 7,856 | 1.77% | 1.79% | 265 | -580 | -1.58% | Q1 2026 | Apr 02, 2026 |
| SPINNAKER TRUST | History | Reduced | 36,123 | 7,847 | 0.43% | 0.41% | 266 | -26 | -0.07% | Q1 2026 | Apr 23, 2026 |
| General Partner, Inc. | History | Added to | 35,936 | 7,807 | 4.75% | 3.54% | 267 | +6,485 | 22.02% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 35,646 | 7,744 | 0.39% | 0.39% | 268 | +452 | 1.28% | Q1 2026 | Apr 23, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 35,434 | 7,698 | 0.79% | 0.82% | 269 | +230 | 0.65% | Q1 2026 | Apr 30, 2026 |
| Granby Capital Management, LLC | History | No change | 35,000 | 7,603 | 4.36% | 3.95% | 270 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 34,977 | 7,598 | 5.27% | 5.0% | 271 | +144 | 0.41% | Q1 2026 | Apr 21, 2026 |
| Tacita Capital Inc | History | Reduced | 34,436 | 7,481 | 4.43% | 4.34% | 272 | -901 | -2.55% | Q1 2026 | May 07, 2026 |
| ATMOS ADVISORY, LLC | History | Reduced | 34,197 | 7,429 | 4.22% | 4.2% | 273 | -36 | -0.11% | Q1 2026 | Apr 06, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 33,938 | 7,372 | 0.97% | 0.99% | 274 | +158 | 0.47% | Q1 2026 | May 12, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 33,912 | 7,367 | 1.51% | 1.49% | 275 | -1,070 | -3.06% | Q1 2026 | May 05, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 33,889 | 7,362 | 0.19% | 0.17% | 276 | +2,958 | 9.56% | Q1 2026 | May 01, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 33,868 | 7,357 | 0.29% | 0.29% | 277 | -2,407 | -6.64% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 34,539 | 7,332 | 0.26% | 0.24% | 278 | +4,426 | 14.7% | Q1 2026 | May 15, 2026 |
| Van Cleef Asset Management,Inc | History | Added to | 33,588 | 7,296 | 0.79% | 0.67% | 279 | +2,340 | 7.49% | Q1 2026 | May 01, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 33,531 | 7,284 | 0.11% | 0.12% | 280 | -3,586 | -9.66% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 31,427 | 7,270 | 0.16% | 0.17% | 281 | +580 | 1.88% | Q1 2026 | May 04, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 33,434 | 7,263 | 1.99% | 2.02% | 282 | -9 | -0.03% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 33,256 | 7,225 | 0.26% | 0.26% | 283 | +112 | 0.34% | Q1 2026 | May 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 355,538 | 7,222 | 1.36% | 1.19% | 284 | +111 | 0.03% | Q1 2026 | May 20, 2026 |
| Wealthfront Advisers LLC | History | Added to | 33,203 | 7,213 | 0.02% | 0.01% | 285 | +2,227 | 7.19% | Q1 2026 | May 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 33,033 | 7,176 | 0.17% | 0.17% | 286 | -794 | -2.35% | Q1 2026 | May 11, 2026 |
| VANGUARD GROUP INC | History | No change | 33,770 | 7,152 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 32,819 | 7,129 | 1.95% | 2.0% | 288 | +245 | 0.75% | Q1 2026 | May 13, 2026 |
| Clear Retirement Advice LLC | History | Added to | 32,711 | 7,106 | 5.58% | 5.76% | 289 | +275 | 0.85% | Q1 2026 | Apr 28, 2026 |
| SWAN Capital LLC | History | Reduced | 32,338 | 7,025 | 2.58% | 3.13% | 290 | -5,682 | -14.94% | Q1 2026 | May 14, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 32,312 | 7,019 | 2.23% | 2.17% | 291 | -431 | -1.32% | Q1 2026 | Apr 27, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 32,256 | 7,007 | 0.67% | 0.65% | 292 | -181 | -0.56% | Q1 2026 | Apr 13, 2026 |
| Brookstone Capital Management | History | Added to | 31,769 | 6,901 | 0.08% | 0.07% | 293 | +3,646 | 12.96% | Q1 2026 | Apr 16, 2026 |
| SkyOak Wealth, LLC | History | Added to | 31,480 | 6,839 | 1.25% | 1.19% | 294 | +273 | 0.87% | Q1 2026 | Apr 30, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 31,191 | 6,776 | 2.02% | 2.31% | 295 | -7,574 | -19.54% | Q1 2026 | Apr 20, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 31,146 | 6,766 | 0.46% | 0.59% | 296 | -9,331 | -23.05% | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | Added to | 31,077 | 6,751 | 0.44% | 0.43% | 297 | +30,246 | 3639.71% | Q1 2026 | Apr 28, 2026 |
| American Investment Services, Inc. | History | Added to | 30,794 | 6,690 | 1.49% | 1.51% | 298 | +152 | 0.5% | Q1 2026 | May 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 30,778 | 6,686 | 1.57% | 2.07% | 299 | -9,652 | -23.87% | Q1 2026 | Apr 17, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 30,721 | 6,674 | 6.0% | 5.38% | 300 | +3,627 | 13.39% | Q1 2026 | Apr 28, 2026 |