VANGUARD MALVERN FUNDS - VCRB
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | History | Added to | 11,048,184 | 854,356 | 16.93% | 16.65% | 1 | +1,773,431 | 19.12% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,446,461 | 421,447 | 6.46% | 5.99% | 2 | +411,422 | 8.17% | Q1 2026 | Apr 07, 2026 |
| Advance Capital Management, Inc. | History | Added to | 3,721,695 | 287,984 | 10.91% | 10.86% | 3 | +432,345 | 13.14% | Q1 2026 | Apr 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,446,119 | 266,660 | 0.05% | 0.0% | 4 | +3,409,456 | 9299.45% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,425,547 | 187,688 | 0.01% | 0.01% | 5 | +411,031 | 20.4% | Q1 2026 | May 15, 2026 |
| NEPC LLC | History | New | 2,331,700 | 180,426 | 3.59% | — | 6 | +2,331,700 | New | Q1 2026 | May 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 2,051,110 | 158,714 | 3.01% | 2.52% | 7 | +337,584 | 19.7% | Q1 2026 | May 01, 2026 |
| Martel Wealth Advisors LLC | History | Added to | 1,580,780 | 122,320 | 20.82% | 20.02% | 8 | +75,672 | 5.03% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Added to | 1,384,876 | 107,161 | 0.22% | 0.22% | 9 | +24,268 | 1.78% | Q1 2026 | May 06, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 1,194,683 | 92,444 | 7.6% | 7.32% | 10 | +65,205 | 5.77% | Q1 2026 | May 06, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 1,088,824 | 84,253 | 18.22% | 17.84% | 11 | +70,112 | 6.88% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Added to | 1,064,084 | 82,338 | 0.02% | 0.02% | 12 | +137,912 | 14.89% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 982,681 | 76,039 | 0.15% | 0.14% | 13 | +53,389 | 5.75% | Q1 2026 | May 14, 2026 |
| BLB&B Advisors, LLC | History | Added to | 955,426 | 73,930 | 3.05% | 2.84% | 14 | +82,697 | 9.48% | Q1 2026 | Apr 28, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 948,779 | 73,416 | 3.63% | 3.57% | 15 | +11,834 | 1.26% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 891,844 | 69,010 | 0.59% | 0.54% | 16 | -58,258 | -6.13% | Q1 2026 | May 13, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 883,723 | 68,382 | 11.45% | 10.6% | 17 | +67,261 | 8.24% | Q1 2026 | Apr 08, 2026 |
| Heartland Bank & Trust Co | History | New | 823,649 | 63,733 | 14.41% | — | 18 | +823,649 | New | Q1 2026 | May 06, 2026 |
| Magnolia Wealth Management, LLC | History | Added to | 643,201 | 49,770 | 29.0% | 29.67% | 19 | +5,719 | 0.9% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 628,017 | 48,595 | 0.01% | 0.01% | 20 | +69,029 | 12.35% | Q1 2026 | May 04, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 610,668 | 47,253 | 2.85% | — | 21 | +610,668 | New | Q1 2026 | May 12, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 590,874 | 45,721 | 12.52% | 1.97% | 22 | +526,076 | 811.87% | Q1 2026 | Apr 27, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 559,754 | 43,313 | 13.0% | 12.41% | 23 | +42,190 | 8.15% | Q1 2026 | Apr 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 534,429 | 41,354 | 0.23% | 0.15% | 24 | +2,005 | 0.38% | Q1 2026 | Apr 29, 2026 |
| Zhang Financial LLC | History | Added to | 525,359 | 40,652 | 1.41% | 0.69% | 25 | +286,495 | 119.94% | Q1 2026 | May 06, 2026 |
| HUB Investment Partners, LLC | History | Added to | 513,210 | 39,712 | 0.95% | 0.89% | 26 | +73,080 | 16.6% | Q1 2026 | May 15, 2026 |
| Tull Financial Group, Inc. | History | Added to | 482,044 | 37,300 | 16.65% | 15.88% | 27 | +6,140 | 1.29% | Q1 2026 | May 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 466,879 | 36,127 | 1.93% | — | 28 | +466,879 | New | Q1 2026 | Apr 16, 2026 |
| Essex LLC | History | Added to | 464,036 | 35,907 | 6.34% | 5.85% | 29 | +40,333 | 9.52% | Q1 2026 | Apr 24, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 455,705 | 35,262 | 12.32% | 13.13% | 30 | +28,198 | 6.6% | Q1 2026 | Apr 24, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 455,264 | 35,228 | 12.49% | 12.33% | 31 | +2,704 | 0.6% | Q1 2026 | Apr 17, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 453,083 | 35,059 | 1.47% | 1.44% | 32 | +21,012 | 4.86% | Q1 2026 | May 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 437,209 | 33,831 | 4.13% | 3.8% | 33 | +52,033 | 13.51% | Q1 2026 | Apr 23, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 424,563 | 32,852 | 7.39% | 7.25% | 34 | +10,384 | 2.51% | Q1 2026 | Apr 15, 2026 |
| Alaethes Wealth, LLC | History | Added to | 413,112 | 31,966 | 9.1% | 8.93% | 35 | +6,008 | 1.48% | Q1 2026 | May 12, 2026 |
| SACHEM HILL LLC | History | Added to | 405,398 | 31,369 | 6.08% | 5.86% | 36 | +18,392 | 4.75% | Q1 2026 | May 13, 2026 |
| Verum Partners LLC | History | Added to | 404,177 | 31,275 | 5.94% | 5.1% | 37 | +79,521 | 24.49% | Q1 2026 | Apr 15, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 380,816 | 29,467 | 5.1% | 1.63% | 38 | +265,220 | 229.44% | Q1 2026 | Apr 08, 2026 |
| SoundView Advisors Inc. | History | New | 380,462 | 29,440 | 10.48% | — | 39 | +380,462 | New | Q1 2026 | May 01, 2026 |
| Momentous Wealth Management, Inc. | History | Added to | 380,075 | 29,410 | 16.81% | 16.26% | 40 | +11,821 | 3.21% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 377,773 | 29,232 | 0.04% | 0.02% | 41 | +163,442 | 76.26% | Q1 2026 | Apr 27, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 369,041 | 28,556 | 10.26% | 10.15% | 42 | +9,533 | 2.65% | Q1 2026 | Apr 14, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 365,078 | 28,249 | 7.78% | 6.59% | 43 | +74,413 | 25.6% | Q1 2026 | Apr 23, 2026 |
| Mariner, LLC | History | Reduced | 359,635 | 27,828 | 0.03% | 0.03% | 44 | -8 | -0.0% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 350,850 | 27,148 | 0.32% | 0.29% | 45 | +20,654 | 6.26% | Q1 2026 | May 13, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 343,078 | 26,547 | 8.32% | 7.88% | 46 | +38,164 | 12.52% | Q1 2026 | May 01, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 339,178 | 26,245 | 10.63% | 10.94% | 47 | +3,175 | 0.94% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 332,723 | 25,827 | 1.66% | 1.61% | 48 | +30,146 | 9.96% | Q1 2026 | Apr 22, 2026 |
| SVB WEALTH LLC | History | Added to | 323,211 | 25,010 | 1.65% | 1.26% | 49 | +47,937 | 17.41% | Q1 2026 | Apr 17, 2026 |
| CGN Advisors LLC | History | Added to | 320,687 | 24,814 | 1.96% | 1.72% | 50 | +41,412 | 14.83% | Q1 2026 | Apr 13, 2026 |
| McIlrath & Eck, LLC | History | Added to | 307,236 | 23,773 | 1.76% | 1.62% | 51 | +82,882 | 36.94% | Q1 2026 | May 19, 2026 |
| Rise Advisors, LLC | History | Added to | 301,439 | 23,250 | 8.19% | 7.97% | 52 | +14,570 | 5.08% | Q1 2026 | Apr 03, 2026 |
| Burton Enright Welch | History | Added to | 292,700 | 22,649 | 3.08% | 2.9% | 53 | +27,874 | 10.53% | Q1 2026 | May 01, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 289,865 | 22,429 | 0.99% | 0.78% | 54 | +67,699 | 30.47% | Q1 2026 | Apr 09, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 286,690 | 22,184 | 3.67% | 3.24% | 55 | +38,243 | 15.39% | Q1 2026 | Apr 29, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 285,481 | 22,090 | 3.28% | 3.53% | 56 | -245,107 | -46.2% | Q1 2026 | Apr 24, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 275,164 | 21,292 | 17.17% | 8.6% | 57 | +137,747 | 100.24% | Q1 2026 | Apr 27, 2026 |
| Gross & Hartman Investments LLC | History | Added to | 268,309 | 20,761 | 10.79% | 9.34% | 58 | +57,824 | 27.47% | Q1 2026 | May 15, 2026 |
| Lansing Street Advisors | History | Added to | 257,291 | 19,909 | 5.01% | 3.89% | 59 | +61,803 | 31.61% | Q1 2026 | Apr 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 253,047 | 19,580 | 0.0% | 0.0% | 60 | +212,332 | 521.51% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 251,328 | 19,447 | 0.24% | 0.22% | 61 | +32,866 | 15.04% | Q1 2026 | May 11, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 246,198 | 19,050 | 3.93% | 3.12% | 62 | +63,741 | 34.93% | Q1 2026 | May 12, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 244,642 | 18,930 | 2.45% | 2.05% | 63 | +38,743 | 18.82% | Q1 2026 | May 07, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 240,096 | 18,578 | 0.08% | 0.07% | 64 | +2,279 | 0.96% | Q1 2026 | May 13, 2026 |
| Blume Capital Management, Inc. | History | Added to | 231,850 | 17,940 | 3.05% | 0.45% | 65 | +200,210 | 632.77% | Q1 2026 | May 01, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 224,174 | 17,346 | 5.88% | 5.81% | 66 | +9,074 | 4.22% | Q1 2026 | May 04, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 209,080 | 16,178 | 1.47% | 0.61% | 67 | +121,835 | 139.65% | Q1 2026 | May 04, 2026 |
| Safe Harbor Family Capital, LLC | History | Added to | 195,826 | 15,153 | 11.85% | 11.07% | 68 | +34,133 | 21.11% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 191,741 | 14,838 | 0.02% | 0.02% | 69 | +6,716 | 3.63% | Q1 2026 | May 05, 2026 |
| Wolff Financial Management LLC | History | Added to | 189,887 | 14,693 | 3.25% | 3.04% | 70 | +16,222 | 9.34% | Q1 2026 | Apr 15, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 188,341 | 14,526 | 3.24% | 3.03% | 71 | +10,100 | 5.67% | Q1 2026 | Apr 14, 2026 |
| Central Pacific Bank - Trust Division | History | New | 187,617 | 14,517 | 1.85% | — | 72 | +187,617 | New | Q1 2026 | Apr 07, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Added to | 182,035 | 14,085 | 3.97% | 3.79% | 73 | +2,566 | 1.43% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 178,863 | 13,840 | 0.0% | — | 74 | +178,863 | New | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | Added to | 176,465 | 13,654 | 3.02% | 2.9% | 75 | +10,573 | 6.37% | Q1 2026 | May 08, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 174,038 | 13,522 | 0.3% | 0.28% | 76 | +29,646 | 20.53% | Q1 2026 | May 04, 2026 |
| Olde Wealth Management, LLC | History | Added to | 172,746 | 13,367 | 4.23% | 4.11% | 77 | +1,292 | 0.75% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 169,173 | 13,091 | 0.0% | 0.0% | 78 | +93,736 | 124.26% | Q1 2026 | May 15, 2026 |
| CFO4Life Group, LLC | History | Added to | 165,869 | 12,834 | 1.96% | 1.81% | 79 | +2,557 | 1.57% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 164,695 | 12,744 | 0.06% | 0.05% | 80 | +21,131 | 14.72% | Q1 2026 | Apr 24, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 163,644 | 12,662 | 5.03% | 4.67% | 81 | +2,239 | 1.39% | Q1 2026 | Apr 14, 2026 |
| Boston Standard Wealth Management, LLC | History | New | 149,695 | 11,547 | 1.89% | — | 82 | +149,695 | New | Q1 2026 | Apr 20, 2026 |
| AJ Advisors, LLC | History | Added to | 142,747 | 11,045 | 4.1% | 3.98% | 83 | +4,297 | 3.1% | Q1 2026 | Apr 22, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 140,730 | 10,889 | 2.4% | 2.11% | 84 | +19,299 | 15.89% | Q1 2026 | Apr 23, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 140,480 | 10,870 | 1.48% | 0.61% | 85 | +88,519 | 170.36% | Q1 2026 | May 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 134,993 | 10,445 | 0.15% | 0.16% | 86 | +3,563 | 2.71% | Q1 2026 | May 13, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 132,551 | 10,256 | 7.74% | 7.58% | 87 | +12,656 | 10.56% | Q1 2026 | Apr 21, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 127,505 | 9,866 | 2.59% | 1.9% | 88 | +18,895 | 17.4% | Q1 2026 | May 11, 2026 |
| Kaizen Financial Strategies | History | Reduced | 127,046 | 9,856 | 4.17% | 4.44% | 89 | -2,071 | -1.6% | Q1 2026 | May 01, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 124,728 | 9,651 | 6.0% | 5.96% | 90 | +2,970 | 2.44% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 121,754 | 9,421 | 0.22% | 0.19% | 91 | +22,916 | 23.19% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 120,763 | 9,344 | 0.01% | 0.01% | 92 | +5,500 | 4.77% | Q1 2026 | Apr 27, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | Added to | 120,396 | 9,289 | 5.85% | 5.17% | 93 | +29,276 | 32.13% | Q1 2026 | May 12, 2026 |
| GEN Financial Management, INC. | History | Added to | 108,509 | 8,396 | 5.2% | 5.03% | 94 | +5,868 | 5.72% | Q1 2026 | Apr 16, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 104,373 | 8,076 | 0.17% | 0.13% | 95 | +23,276 | 28.7% | Q1 2026 | May 15, 2026 |
| Tandem Investment Partners LLC | History | Added to | 104,073 | 8,053 | 6.83% | 6.23% | 96 | +9,241 | 9.74% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 102,705 | 7,947 | 0.01% | 0.01% | 97 | +9,651 | 10.37% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 102,277 | 7,914 | 0.02% | 0.01% | 98 | +23,986 | 30.64% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 98,349 | 7,610 | 0.02% | 0.02% | 99 | +5,034 | 5.39% | Q1 2026 | Apr 30, 2026 |
| Englebert Financial Advisers, LLC | History | Added to | 97,525 | 7,546 | 8.58% | 7.89% | 100 | +9,047 | 10.23% | Q1 2026 | Apr 22, 2026 |
| Hofer & Associates. Inc | History | Added to | 95,717 | 7,406 | 3.98% | 3.77% | 101 | +4,326 | 4.73% | Q1 2026 | Apr 21, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 94,728 | 7,330 | 3.66% | 3.7% | 102 | +906 | 0.97% | Q1 2026 | Apr 21, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 91,913 | 7,112 | 2.73% | 2.66% | 103 | +3,492 | 3.95% | Q1 2026 | Apr 22, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 91,457 | 7,076 | 3.33% | 2.88% | 104 | +9,988 | 12.26% | Q1 2026 | May 08, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 89,433 | 6,920 | 0.46% | 0.35% | 105 | +17,796 | 24.84% | Q1 2026 | May 13, 2026 |
| Breakwater Investment Management | History | Added to | 85,096 | 6,584 | 2.45% | 2.38% | 106 | +792 | 0.94% | Q1 2026 | May 14, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 85,003 | 6,577 | 0.53% | 0.48% | 107 | +5,816 | 7.34% | Q1 2026 | May 14, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 84,773 | 6,559 | 1.53% | 1.63% | 108 | -787 | -0.92% | Q1 2026 | Apr 24, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 73,817 | 5,712 | 0.23% | 0.31% | 109 | -15,187 | -17.06% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 70,333 | 5,442 | 0.05% | — | 111 | +70,333 | New | Q1 2026 | May 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 70,334 | 5,442 | 2.81% | 2.87% | 110 | -1,301 | -1.82% | Q1 2026 | Apr 10, 2026 |
| Summit Financial, LLC | History | Added to | 66,831 | 5,171 | 0.07% | 0.08% | 112 | +511 | 0.77% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Added to | 65,565 | 5,073 | 0.2% | 0.19% | 113 | +5,092 | 8.42% | Q1 2026 | Apr 28, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 63,497 | 4,913 | 0.6% | 0.58% | 114 | +4,151 | 6.99% | Q1 2026 | Apr 27, 2026 |
| Echo45 Advisors LLC | History | Added to | 58,618 | 4,535 | 2.55% | 2.52% | 115 | +1,947 | 3.44% | Q1 2026 | Apr 20, 2026 |
| Savvy Advisors, Inc. | History | Added to | 58,079 | 4,494 | 0.12% | 0.09% | 116 | +22,663 | 63.99% | Q1 2026 | May 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 57,793 | 4,472 | 0.04% | 0.05% | 117 | +2,702 | 4.9% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 56,781 | 4,393 | 0.01% | 0.01% | 118 | +8,339 | 17.21% | Q1 2026 | May 15, 2026 |
| Mendota Financial Group, LLC | History | Added to | 55,445 | 4,290 | 3.18% | 2.38% | 119 | +13,436 | 31.98% | Q1 2026 | Apr 16, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 54,926 | 4,250 | 0.0% | 0.0% | 120 | +42,083 | 327.67% | Q1 2026 | May 15, 2026 |
| GatePass Capital, LLC | History | Added to | 52,874 | 4,091 | 1.91% | 1.47% | 121 | +16,269 | 44.44% | Q1 2026 | May 06, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 51,674 | 3,998 | 0.09% | 0.08% | 122 | +6,292 | 13.86% | Q1 2026 | Apr 29, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 51,148 | 3,957 | 1.01% | 1.01% | 123 | +1,869 | 3.79% | Q1 2026 | Apr 17, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 48,716 | 3,769 | 2.23% | 0.59% | 124 | +35,316 | 263.55% | Q1 2026 | Apr 07, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 48,531 | 3,744 | 0.27% | 0.55% | 125 | -47,786 | -49.61% | Q1 2026 | May 05, 2026 |
| Enclave Advisors LLC | History | Added to | 47,855 | 3,703 | 0.51% | 0.48% | 126 | +3,926 | 8.94% | Q1 2026 | Apr 13, 2026 |
| PROSPERITY BANCSHARES INC | History | Added to | 47,061 | 3,641 | 2.92% | 1.94% | 127 | +19,469 | 70.56% | Q1 2026 | May 12, 2026 |
| Lynx Investment Advisory | History | Added to | 44,826 | 3,468 | 1.66% | 1.44% | 128 | +10,878 | 32.04% | Q1 2026 | Apr 24, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 43,410 | 3,358 | 3.0% | — | 129 | +43,410 | New | Q1 2026 | May 07, 2026 |
| Elite Life Management LLC | History | Reduced | 41,857 | 3,236 | 4.05% | 5.95% | 130 | -5,123 | -10.9% | Q1 2026 | May 11, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 40,125 | 3,104 | 1.14% | 0.11% | 131 | +36,117 | 901.12% | Q1 2026 | May 08, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 39,255 | 3,037 | 0.06% | 0.06% | 132 | +2,173 | 5.86% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 36,907 | 2,855 | 0.03% | 0.02% | 133 | +14,364 | 63.72% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 35,060 | 2,713 | 0.0% | 0.0% | 134 | -234 | -0.66% | Q1 2026 | May 15, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 34,019 | 2,632 | 1.55% | — | 135 | +34,019 | New | Q1 2026 | May 13, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 33,467 | 2,589 | 1.23% | 1.11% | 136 | +4,267 | 14.61% | Q1 2026 | May 05, 2026 |
| TD Capital Management LLC | History | Added to | 31,728 | 2,455 | 0.22% | 0.17% | 137 | +6,877 | 27.67% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 29,908 | 2,314 | 0.1% | 0.1% | 138 | +1,040 | 3.6% | Q1 2026 | May 12, 2026 |
| Plancorp, LLC | History | Added to | 28,202 | 2,183 | 0.06% | 0.05% | 139 | +7,488 | 36.15% | Q1 2026 | Apr 14, 2026 |
| Rothschild Wealth LLC | History | Reduced | 27,916 | 2,160 | 0.2% | 0.23% | 140 | -2,355 | -7.78% | Q1 2026 | May 06, 2026 |
| MCF Advisors LLC | History | Added to | 27,533 | 2,130 | 0.09% | 0.11% | 141 | +1,258 | 4.79% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 27,481 | 2,126 | 0.0% | 0.0% | 142 | +22,704 | 475.28% | Q1 2026 | May 12, 2026 |
| Farrell Financial LLC | History | Added to | 27,193 | 2,104 | 1.26% | 0.99% | 143 | +5,548 | 25.63% | Q1 2026 | Apr 13, 2026 |
| CONQUIS FINANCIAL LLC | History | Added to | 26,718 | 2,072 | 1.72% | 1.66% | 144 | +1,871 | 7.53% | Q1 2026 | May 07, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 26,283 | 2,033 | 0.13% | 0.13% | 145 | -795 | -2.94% | Q1 2026 | Apr 14, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 26,240 | 2,030 | 1.31% | 1.18% | 146 | +4,887 | 22.89% | Q1 2026 | Apr 23, 2026 |
| Keystone Financial Group | History | Added to | 25,660 | 1,985 | 0.14% | 0.14% | 147 | +1,739 | 7.27% | Q1 2026 | May 13, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 24,629 | 1,905 | 0.28% | 0.28% | 148 | +508 | 2.11% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 23,015 | 1,780 | 0.03% | 0.0% | 149 | +22,780 | 9693.62% | Q1 2026 | May 15, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 22,864 | 1,769 | 1.85% | 1.42% | 150 | +5,092 | 28.65% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 21,475 | 1,661 | 0.01% | 0.01% | 151 | +2,427 | 12.74% | Q1 2026 | May 05, 2026 |
| Retirement Planning Group, LLC | History | Added to | 20,496 | 1,586 | 0.05% | 0.05% | 152 | +2,582 | 14.41% | Q1 2026 | May 04, 2026 |
| Cogent Private Wealth, Inc. | History | Reduced | 19,919 | 1,541 | 1.11% | 1.58% | 153 | -6,759 | -25.34% | Q1 2026 | Apr 13, 2026 |
| CRA Financial Services, LLC | History | Added to | 18,554 | 1,435 | 0.19% | 0.17% | 154 | +2,109 | 12.82% | Q1 2026 | Apr 09, 2026 |
| BROWN ADVISORY INC | History | Added to | 17,921 | 1,386 | 0.0% | 0.0% | 155 | +1,849 | 11.5% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 16,738 | 1,295 | 0.0% | 0.0% | 156 | +2,169 | 14.89% | Q1 2026 | May 14, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 16,669 | 1,289 | 0.97% | 0.94% | 157 | +911 | 5.78% | Q1 2026 | May 15, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 16,486 | 1,275 | 0.49% | 0.36% | 158 | +4,511 | 37.67% | Q1 2026 | Apr 15, 2026 |
| Essex Financial Services, Inc. | History | Added to | 15,707 | 1,215 | 0.07% | 0.04% | 159 | +5,976 | 61.41% | Q1 2026 | Apr 24, 2026 |
| Twin Cities Retirement Group LLC | History | Added to | 15,474 | 1,197 | 1.09% | 0.55% | 160 | +8,179 | 112.12% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Wealth | History | New | 15,381 | 1,191 | 0.0% | — | 161 | +15,381 | New | Q1 2026 | May 14, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 15,201 | 1,176 | 0.14% | — | 162 | +15,201 | New | Q1 2026 | Apr 23, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 14,815 | 1,146 | 0.01% | 0.01% | 163 | -262 | -1.74% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,761 | 1,138 | 0.01% | 0.01% | 164 | +8,332 | 129.6% | Q1 2026 | Apr 07, 2026 |
| Atria Investments, Inc | History | Reduced | 14,077 | 1,089 | 0.01% | 0.01% | 165 | -117 | -0.82% | Q1 2026 | May 05, 2026 |
| Kovack Advisors, Inc. | History | New | 14,060 | 1,087 | 0.06% | — | 166 | +14,060 | New | Q1 2026 | May 12, 2026 |
| Steffes Financial, Ltd. | History | New | 13,166 | 1,018 | 0.54% | — | 167 | +13,166 | New | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 13,098 | 1,013 | 0.08% | 0.07% | 168 | +1,105 | 9.21% | Q1 2026 | Apr 23, 2026 |
| First Citizens Financial Corp | History | Added to | 13,035 | 1,008 | 0.48% | 0.47% | 169 | +827 | 6.77% | Q1 2026 | Apr 07, 2026 |
| D.A. DAVIDSON & CO. | History | New | 12,950 | 1,002 | 0.01% | — | 170 | +12,950 | New | Q1 2026 | May 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 12,426 | 961 | 0.05% | 0.06% | 171 | +6,275 | 102.02% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 11,108 | 858 | 0.0% | — | 172 | +11,108 | New | Q1 2026 | Apr 08, 2026 |
| Daner Wealth Management, LLC | History | Added to | 10,434 | 803 | 0.47% | 0.49% | 173 | +208 | 2.03% | Q1 2026 | May 13, 2026 |
| Integrity Wealth Solutions LLC | History | New | 10,007 | 774 | 0.3% | — | 174 | +10,007 | New | Q1 2026 | May 04, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 8,761 | 677 | 0.06% | 0.06% | 175 | +1,891 | 27.53% | Q1 2026 | May 12, 2026 |
| Ketron Financial | History | Reduced | 8,432 | 652 | 0.23% | 0.22% | 176 | -84 | -0.99% | Q1 2026 | Apr 21, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 7,871 | 608 | 0.2% | 0.29% | 177 | +354 | 4.71% | Q1 2026 | Apr 20, 2026 |
| FARMERS TRUST CO | History | No change | 7,667 | 593 | 0.09% | 0.1% | 178 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 7,656 | 592 | 0.0% | — | 179 | +7,656 | New | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 7,219 | 558 | 0.01% | 0.01% | 180 | +895 | 14.15% | Q1 2026 | May 11, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 7,072 | 547 | 0.08% | 0.07% | 181 | +699 | 10.97% | Q1 2026 | Apr 22, 2026 |
| VANGUARD GROUP INC | History | No change | 6,933 | 540 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 6,967 | 539 | 0.05% | 0.04% | 183 | +1,011 | 16.97% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,921 | 535 | 0.0% | 0.0% | 184 | +5,429 | 363.87% | Q1 2026 | Apr 30, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 6,876 | 532 | 0.52% | 0.39% | 185 | +1,776 | 34.82% | Q1 2026 | May 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 6,831 | 528 | 0.01% | 0.01% | 186 | -19 | -0.28% | Q1 2026 | Apr 15, 2026 |
| Vanguard National Trust Co | History | New | 6,746 | 522 | 0.03% | — | 187 | +6,746 | New | Q1 2026 | May 08, 2026 |
| Linscomb Wealth, Inc. | History | New | 6,420 | 496 | 0.02% | — | 188 | +6,420 | New | Q1 2026 | May 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 6,016 | 465 | 0.02% | 0.02% | 189 | +1,296 | 27.46% | Q1 2026 | Apr 29, 2026 |
| SouthState Bank Corp | History | Reduced | 5,720 | 442 | 0.02% | 0.04% | 190 | -4,364 | -43.28% | Q1 2026 | May 05, 2026 |
| Nicholas Wealth, LLC. | History | New | 5,452 | 421 | 0.29% | — | 191 | +5,452 | New | Q1 2026 | Apr 22, 2026 |
| GeoWealth Management, LLC | History | Added to | 5,362 | 414 | 0.01% | 0.01% | 192 | +405 | 8.17% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 5,333 | 413 | 0.0% | — | 193 | +5,333 | New | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | New | 5,319 | 411 | 0.0% | — | 194 | +5,319 | New | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 5,254 | 406 | 0.01% | 0.01% | 195 | +624 | 13.48% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | No change | 5,219 | 403 | 0.05% | 0.05% | 196 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MEMBERS WEALTH LLC | History | New | 5,135 | 398 | 0.24% | — | 198 | +5,135 | New | Q1 2026 | Apr 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 5,156 | 398 | 0.06% | 0.05% | 197 | +746 | 16.92% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,138 | 397 | 0.0% | 0.0% | 199 | -30 | -0.58% | Q1 2026 | May 08, 2026 |
| PFG Advisors | History | Added to | 5,090 | 393 | 0.02% | 0.02% | 200 | +34 | 0.67% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,971 | 387 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 4,977 | 385 | 0.14% | — | 202 | +4,977 | New | Q1 2026 | May 13, 2026 |
| Partners in Financial Planning | History | Added to | 4,878 | 377 | 0.06% | 0.06% | 203 | +47 | 0.97% | Q1 2026 | May 11, 2026 |
| Dentgroup LLC | History | No change | 4,825 | 375 | 0.26% | 0.26% | 204 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JPMORGAN CHASE & CO | History | New | 4,801 | 370 | 0.0% | — | 205 | +4,801 | New | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 4,693 | 363 | 0.0% | 0.0% | 206 | +2,773 | 144.43% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,681 | 362 | 0.0% | 0.0% | 207 | +378 | 8.78% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 4,635 | 358 | 0.01% | 0.01% | 208 | +31 | 0.67% | Q1 2026 | Apr 08, 2026 |
| EWA, LLC | History | Reduced | 4,617 | 357 | 0.08% | 0.3% | 209 | -10,969 | -70.38% | Q1 2026 | Apr 23, 2026 |
| SWMG, LLC | History | Added to | 4,613 | 356 | 0.1% | 0.1% | 210 | +32 | 0.7% | Q1 2026 | Apr 24, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 4,456 | 344 | 0.01% | 0.01% | 211 | +808 | 22.15% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 4,410 | 341 | 0.0% | 0.0% | 212 | -56 | -1.25% | Q1 2026 | Apr 23, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 4,336 | 336 | 0.1% | 0.09% | 213 | +331 | 8.26% | Q1 2026 | Apr 16, 2026 |
| Strategic Blueprint, LLC | History | New | 4,334 | 335 | 0.02% | — | 214 | +4,334 | New | Q1 2026 | Apr 29, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 4,158 | 324 | 0.1% | 0.07% | 215 | +1,213 | 41.19% | Q1 2026 | May 14, 2026 |
| Vigil Wealth Management, LLC | History | Added to | 4,124 | 319 | 0.26% | 0.25% | 216 | +322 | 8.47% | Q1 2026 | Apr 21, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 4,085 | 316 | 0.26% | 0.27% | 217 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,973 | 307 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ariadne Wealth Management, LP | History | No change | 3,973 | 307 | 0.14% | 0.13% | 219 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 3,900 | 301 | 0.02% | 0.02% | 220 | +120 | 3.17% | Q1 2026 | May 13, 2026 |
| Canal Capital Management, LLC | History | New | 3,872 | 299 | 0.04% | — | 221 | +3,872 | New | Q1 2026 | Apr 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 3,856 | 298 | 0.01% | — | 222 | +3,856 | New | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | New | 3,839 | 297 | 0.06% | — | 223 | +3,839 | New | Q1 2026 | May 11, 2026 |
| LRI Investments, LLC | History | Added to | 3,743 | 289 | 0.03% | 0.02% | 224 | +77 | 2.1% | Q1 2026 | Apr 30, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 3,588 | 277 | 0.08% | 0.08% | 225 | -14 | -0.39% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | New | 3,548 | 274 | 0.0% | — | 226 | +3,548 | New | Q1 2026 | May 12, 2026 |
| Jones Kertz & Associates, Inc. | History | New | 3,474 | 268 | 0.14% | — | 227 | +3,474 | New | Q1 2026 | Apr 23, 2026 |
| &PARTNERS | History | New | 3,883 | 253 | 0.0% | — | 228 | +3,883 | New | Q1 2026 | May 15, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 3,257 | 252 | 0.08% | 0.08% | 229 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 3,218 | 249 | 0.06% | 0.07% | 230 | -99 | -2.98% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | New | 3,212 | 248 | 0.01% | — | 232 | +3,212 | New | Q1 2026 | May 12, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 3,205 | 248 | 0.14% | 0.14% | 231 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 3,152 | 243 | 0.08% | 0.09% | 233 | -467 | -12.9% | Q1 2026 | May 15, 2026 |
| Wayfinding Financial, LLC | History | No change | 3,103 | 240 | 0.1% | 0.1% | 234 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Concorde Asset Management, LLC | History | No change | 2,892 | 225 | 0.09% | 0.09% | 235 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 2,863 | 221 | 0.0% | — | 236 | +2,863 | New | Q1 2026 | May 15, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 2,729 | 211 | 0.04% | — | 237 | +2,729 | New | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 2,677 | 207 | 0.07% | 0.06% | 238 | +251 | 10.35% | Q1 2026 | Apr 24, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 2,671 | 206 | 0.18% | 0.18% | 239 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 2,600 | 201 | 0.0% | — | 241 | +2,600 | New | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 2,608 | 201 | 0.0% | 0.0% | 240 | +2,020 | 343.54% | Q1 2026 | May 14, 2026 |
| Olistico Wealth, LLC | History | Added to | 2,331 | 180 | 0.09% | 0.08% | 242 | +224 | 10.63% | Q1 2026 | Apr 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,126 | 164 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,054 | 158 | 0.0% | 0.0% | 244 | -22 | -1.06% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,873 | 144 | 0.01% | 0.02% | 245 | -457 | -19.61% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Added to | 1,565 | 121 | 0.0% | 0.0% | 246 | +1,138 | 266.51% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,464 | 114 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | Added to | 1,449 | 112 | 0.0% | 0.0% | 248 | +10 | 0.69% | Q1 2026 | May 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 1,191 | 92 | 0.04% | — | 250 | +1,191 | New | Q1 2026 | May 08, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 1,200 | 92 | 0.1% | 0.15% | 249 | -682 | -36.24% | Q1 2026 | May 13, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 1,034 | 80 | 0.08% | 0.08% | 251 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,024 | 79 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 783 | 60 | 0.02% | 0.02% | 253 | +6 | 0.77% | Q1 2026 | Apr 23, 2026 |
| Arax Advisory Partners | History | Reduced | 756 | 58 | 0.0% | 0.0% | 254 | -184 | -19.57% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 742 | 57 | 0.0% | 0.0% | 255 | +4 | 0.54% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 727 | 56 | 0.0% | 0.0% | 256 | +4 | 0.55% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 652 | 50 | 0.0% | 0.0% | 257 | +4 | 0.62% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 646 | 49 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| STEPH & CO | History | Reduced | 431 | 33 | 0.01% | 0.01% | 259 | -226 | -34.4% | Q1 2026 | Apr 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 430 | 33 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Signature Equity Partners, LLC | History | No change | 380 | 29 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | No change | 328 | 25 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | New | 315 | 24 | 0.0% | — | 263 | +315 | New | Q1 2026 | Apr 28, 2026 |
| Tidemark, LLC | History | New | 270 | 20 | 0.01% | — | 264 | +270 | New | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | New | 237 | 18 | 0.0% | — | 266 | +237 | New | Q1 2026 | May 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 233 | 18 | 0.0% | 0.0% | 265 | +1 | 0.43% | Q1 2026 | May 13, 2026 |
| Financial Freedom, LLC | History | New | 217 | 16 | 0.01% | — | 267 | +217 | New | Q1 2026 | Apr 30, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 205 | 15 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Financial Avengers, Inc. | History | New | 175 | 13 | 0.01% | — | 269 | +175 | New | Q1 2026 | May 19, 2026 |
| Vision Retirement, LLC | History | New | 143 | 11 | 0.0% | — | 270 | +143 | New | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | No change | 115 | 8 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 94 | 7 | 0.0% | — | 273 | +94 | New | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 96 | 7 | 0.0% | 0.0% | 272 | +1 | 1.05% | Q1 2026 | May 14, 2026 |
| CURIO WEALTH, LLC | History | New | 61 | 4 | 0.0% | — | 275 | +61 | New | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | New | 60 | 4 | 0.0% | — | 274 | +60 | New | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 51 | 3 | 0.0% | — | 277 | +51 | New | Q1 2026 | May 07, 2026 |
| Triumph Capital Management | History | No change | 45 | 3 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -122,211 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -35,884 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -32,081 | -100.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,250 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,747 | -100.0% | Q1 2026 | Apr 23, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -9,158 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,688 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,527 | -100.0% | Q1 2026 | May 12, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,272 | -100.0% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,639 | -100.0% | Q1 2026 | May 12, 2026 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,298 | -100.0% | Q1 2026 | May 14, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -729 | -100.0% | Q1 2026 | Apr 07, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -265 | -100.0% | Q1 2026 | May 14, 2026 |
| GODSEY & GIBB, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Bernard Wealth Management Corp. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |