VANGUARD WHITEHALL FUNDS - VIGI
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.
Showing first 300 of
643 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | History | Added to | 7,239,592 | 640,414 | 3.15% | 3.1% | 1 | +706,440 | 10.81% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 6,963,462 | 615,987 | 0.04% | 0.04% | 2 | +170,198 | 2.51% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,296,753 | 291,630 | 0.02% | 0.02% | 3 | -167,704 | -4.84% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 2,308,799 | 204,236 | 1.73% | 1.83% | 4 | -179,854 | -7.23% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,631,663 | 139,442 | 0.07% | 0.07% | 5 | +341,296 | 26.45% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,406,466 | 124,416 | 0.02% | 0.02% | 6 | +99,212 | 7.59% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,027,578 | 90,899 | 0.02% | 0.03% | 7 | -747,753 | -42.12% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 1,013,134 | 89,621 | 0.02% | 0.03% | 8 | -88,747 | -8.05% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 803,093 | 71,041 | 0.02% | 0.02% | 9 | +68,342 | 9.3% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 800,110 | 70,777 | 0.01% | 0.0% | 10 | +440,088 | 122.24% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 789,822 | 69,867 | 0.02% | 0.02% | 11 | +41,739 | 5.58% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 687,632 | 60,828 | 0.01% | 0.01% | 12 | +15,296 | 2.28% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 667,359 | 59,034 | 0.01% | 0.01% | 13 | +15,349 | 2.35% | Q1 2026 | May 05, 2026 |
| SCS Capital Management LLC | History | Reduced | 642,938 | 56,874 | 0.6% | 0.7% | 14 | -76,807 | -10.67% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 471,504 | 41,707 | 0.07% | 0.07% | 15 | +71,390 | 17.84% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 462,280 | 40,893 | 0.04% | 0.04% | 16 | +12,162 | 2.7% | Q1 2026 | May 13, 2026 |
| American Financial Advisors, LLC | History | Reduced | 453,226 | 40,092 | 5.35% | 5.39% | 17 | -3,012 | -0.66% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 447,397 | 39,576 | 0.06% | 0.08% | 18 | -188,669 | -29.66% | Q1 2026 | Apr 27, 2026 |
| Capital Advantage, Inc. | History | Added to | 435,687 | 38,540 | 5.04% | 5.32% | 19 | +4,418 | 1.02% | Q1 2026 | Apr 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 364,686 | 32,267 | 0.01% | 0.01% | 20 | -66,625 | -15.45% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 336,117 | 29,732 | 0.13% | 0.24% | 21 | -276,343 | -45.12% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 312,779 | 27,668 | 0.03% | 0.03% | 22 | +28,229 | 9.92% | Q1 2026 | May 13, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 310,912 | 27,503 | 5.63% | 5.75% | 23 | -2,225 | -0.71% | Q1 2026 | May 05, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 308,271 | 27,269 | 3.95% | 3.88% | 24 | +6,977 | 2.32% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Added to | 306,211 | 27,087 | 0.33% | 0.36% | 25 | +1,777 | 0.58% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 285,999 | 25,299 | 0.06% | 0.06% | 26 | +6,201 | 2.22% | Q1 2026 | Apr 22, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 284,860 | 25,199 | 0.8% | — | 27 | +284,860 | New | Q1 2026 | May 15, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 284,123 | 25,133 | 2.03% | 1.97% | 28 | +3,737 | 1.33% | Q1 2026 | Apr 15, 2026 |
| VeraBank, N.A. | History | Added to | 273,590 | 24,201 | 4.43% | 4.55% | 29 | +321 | 0.12% | Q1 2026 | May 11, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 270,407 | 23,920 | 1.26% | 1.51% | 30 | -29,183 | -9.74% | Q1 2026 | Apr 29, 2026 |
| Navalign, LLC | History | Added to | 258,797 | 22,893 | 5.77% | 5.55% | 31 | +11,381 | 4.6% | Q1 2026 | Apr 29, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 243,367 | 21,529 | 0.28% | 0.18% | 32 | +90,876 | 59.59% | Q1 2026 | May 15, 2026 |
| Focused Wealth Management, Inc | History | Added to | 232,500 | 20,566 | 2.13% | 2.21% | 33 | +1,503 | 0.65% | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 219,914 | 19,453 | 0.01% | 0.04% | 34 | -405,140 | -64.82% | Q1 2026 | May 07, 2026 |
| EASTERN BANK | History | Reduced | 212,032 | 18,756 | 0.32% | 0.36% | 35 | -13,515 | -5.99% | Q1 2026 | Apr 07, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 211,094 | 18,673 | 2.61% | 2.52% | 36 | +17,757 | 9.18% | Q1 2026 | Apr 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 208,525 | 18,446 | 0.02% | 0.02% | 37 | +4,078 | 1.99% | Q1 2026 | May 12, 2026 |
| GEN Financial Management, INC. | History | Added to | 202,792 | 17,938 | 11.1% | 11.42% | 38 | +4,501 | 2.27% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 200,087 | 17,699 | 0.05% | 0.05% | 39 | -15,159 | -7.04% | Q1 2026 | May 04, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 190,877 | 16,884 | 0.46% | 0.49% | 40 | -2,081 | -1.08% | Q1 2026 | May 04, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 186,482 | 16,496 | 1.86% | 1.87% | 41 | +11,994 | 6.87% | Q1 2026 | Apr 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 186,248 | 16,475 | 0.03% | 0.01% | 42 | +126,127 | 209.79% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 184,951 | 16,360 | 0.08% | 0.08% | 43 | +1,597 | 0.87% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 154,232 | 13,768 | 0.03% | 0.02% | 44 | -43,714 | -22.08% | Q1 2026 | Apr 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 150,539 | 13,316 | 0.02% | 0.03% | 45 | -3,211 | -2.09% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 149,611 | 13,239 | 0.02% | 0.02% | 46 | -23,844 | -13.75% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 141,661 | 12,531 | 1.36% | 1.64% | 47 | -18,952 | -11.8% | Q1 2026 | Apr 24, 2026 |
| DAGCO, INC. | History | Added to | 139,728 | 12,360 | 2.68% | 2.62% | 48 | +15,625 | 12.59% | Q1 2026 | Apr 20, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 137,557 | 12,168 | 0.02% | 0.01% | 49 | +35,767 | 35.14% | Q1 2026 | May 13, 2026 |
| Human Investing LLC | History | Added to | 136,531 | 12,077 | 1.76% | 1.76% | 50 | +470 | 0.35% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 135,479 | 11,984 | 0.02% | 0.02% | 51 | +18,997 | 16.31% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Reduced | 127,708 | 11,724 | 0.38% | 0.44% | 52 | -8,887 | -6.51% | Q1 2026 | Apr 09, 2026 |
| Buttonwood Financial Advisors Inc. | History | Added to | 127,170 | 11,249 | 3.76% | 3.66% | 53 | +7,099 | 5.91% | Q1 2026 | Apr 21, 2026 |
| Silver Lake Advisory, LLC | History | Added to | 127,017 | 11,235 | 4.46% | 3.33% | 54 | +33,049 | 35.17% | Q1 2026 | Apr 27, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 125,318 | 11,085 | 6.09% | 6.24% | 55 | +1,611 | 1.3% | Q1 2026 | Apr 09, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 125,044 | 11,061 | 2.96% | 3.7% | 56 | +19,176 | 18.11% | Q1 2026 | Apr 29, 2026 |
| Rothschild Wealth LLC | History | Added to | 122,747 | 10,858 | 0.98% | 1.04% | 57 | +4,698 | 3.98% | Q1 2026 | May 06, 2026 |
| SWAN Capital LLC | History | Added to | 121,164 | 10,718 | 3.94% | 3.55% | 58 | +21,409 | 21.46% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Reduced | 120,831 | 10,689 | 0.02% | 0.02% | 59 | -455 | -0.38% | Q1 2026 | May 14, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 120,568 | 10,665 | 3.62% | 5.14% | 60 | -41,629 | -25.67% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 117,502 | 10,394 | 0.06% | 0.06% | 61 | +2,316 | 2.01% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 117,040 | 10,353 | 0.05% | 0.05% | 62 | +11,956 | 11.38% | Q1 2026 | May 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 116,668 | 10,320 | 1.0% | 0.91% | 63 | +4,969 | 4.45% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 115,115 | 10,183 | 0.0% | 0.0% | 64 | +2,907 | 2.59% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 113,269 | 10,019 | 0.04% | 0.04% | 65 | +5,870 | 5.47% | Q1 2026 | Apr 30, 2026 |
| Financial Perspectives, Inc | History | Added to | 110,433 | 9,768 | 2.73% | 2.68% | 66 | +1,516 | 1.39% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 109,558 | 9,691 | 0.01% | 0.01% | 67 | -5,878 | -5.09% | Q1 2026 | Apr 27, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 108,412 | 9,581 | 2.65% | 2.79% | 68 | -4,063 | -3.61% | Q1 2026 | Apr 27, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 107,556 | 9,514 | 1.17% | 1.22% | 69 | -2,201 | -2.01% | Q1 2026 | Apr 10, 2026 |
| BAXTER BROS INC | History | Added to | 106,612 | 9,430 | 1.16% | 0.99% | 70 | +13,113 | 14.02% | Q1 2026 | Apr 28, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 102,741 | 9,088 | 4.72% | 4.9% | 71 | +446 | 0.44% | Q1 2026 | Apr 21, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 100,764 | 8,913 | 8.08% | 11.47% | 72 | -34,769 | -25.65% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Reduced | 100,483 | 8,888 | 0.01% | 0.01% | 73 | -5,479 | -5.17% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 97,248 | 8,602 | 0.02% | 0.02% | 74 | -1,242 | -1.26% | Q1 2026 | May 08, 2026 |
| Madson Wealth Advisors Inc | History | New | 96,543 | 8,540 | 7.1% | — | 75 | +96,543 | New | Q1 2026 | Apr 21, 2026 |
| CITIGROUP INC | History | Reduced | 96,507 | 8,537 | 0.0% | 0.06% | 76 | -1,443,443 | -93.73% | Q1 2026 | May 11, 2026 |
| JNBA Financial Advisors | History | Reduced | 96,068 | 8,498 | 0.71% | 0.79% | 77 | -2,912 | -2.94% | Q1 2026 | Apr 22, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 96,002 | 8,492 | 1.91% | 1.87% | 78 | +6,705 | 7.51% | Q1 2026 | Apr 02, 2026 |
| Corient Private Wealth LLC | History | Added to | 92,885 | 8,216 | 0.01% | 0.01% | 79 | +8,535 | 10.12% | Q1 2026 | May 15, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 88,444 | 7,823 | 1.97% | 2.01% | 80 | +2,305 | 2.68% | Q1 2026 | May 05, 2026 |
| Montecito Bank & Trust | History | Reduced | 87,282 | 7,720 | 1.27% | 1.34% | 81 | -4,430 | -4.83% | Q1 2026 | Apr 16, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 86,901 | 7,687 | 0.19% | 0.2% | 82 | -296 | -0.34% | Q1 2026 | Apr 29, 2026 |
| Ariston Services Group | History | Closed out | 0 | 7,556 | 4.52% | 4.58% | 83 | -85,423 | -100.0% | Q1 2026 | Apr 22, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 84,809 | 7,502 | 0.03% | 0.02% | 84 | +12,820 | 17.81% | Q1 2026 | May 14, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 83,654 | 7,400 | 0.85% | 0.91% | 85 | +3,487 | 4.35% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 83,606 | 7,396 | 0.02% | 0.02% | 86 | -4,369 | -4.97% | Q1 2026 | Apr 30, 2026 |
| Verum Partners LLC | History | Added to | 82,170 | 7,268 | 1.38% | 1.13% | 87 | +21,119 | 34.59% | Q1 2026 | Apr 15, 2026 |
| Concord Wealth Partners | History | Added to | 81,887 | 7,243 | 0.94% | 0.87% | 88 | +8,467 | 11.53% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Reduced | 81,294 | 7,191 | 0.03% | 0.03% | 89 | -2,271 | -2.72% | Q1 2026 | May 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 80,707 | 7,139 | 0.29% | 0.35% | 90 | -10,147 | -11.17% | Q1 2026 | May 12, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 80,495 | 7,120 | 1.2% | 1.15% | 91 | +8,045 | 11.1% | Q1 2026 | May 01, 2026 |
| Apella Capital, LLC | History | New | 74,397 | 6,978 | 0.1% | — | 92 | +74,397 | New | Q1 2026 | Apr 20, 2026 |
| Gotham Asset Management, LLC | History | Added to | 78,691 | 6,961 | 0.02% | 0.02% | 93 | +13,080 | 19.94% | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | Added to | 77,180 | 6,827 | 1.51% | 1.56% | 94 | +1,395 | 1.84% | Q1 2026 | May 08, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 76,783 | 6,792 | 1.05% | 1.14% | 95 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 76,600 | 6,776 | 0.49% | 0.54% | 96 | -1,715 | -2.19% | Q1 2026 | May 05, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 76,502 | 6,767 | 2.35% | 2.66% | 97 | -8,080 | -9.55% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 72,903 | 6,448 | 0.0% | 0.0% | 98 | -8,109 | -10.01% | Q1 2026 | May 15, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 71,203 | 6,298 | 0.72% | 0.58% | 99 | +15,395 | 27.59% | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 72,273 | 6,219 | 0.0% | 0.0% | 100 | +24,343 | 50.79% | Q1 2026 | May 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 70,076 | 6,198 | 0.04% | 0.05% | 101 | -1,306 | -1.83% | Q1 2026 | Apr 14, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 69,322 | 6,132 | 0.51% | 0.66% | 102 | -9,124 | -11.63% | Q1 2026 | Apr 20, 2026 |
| FreeGulliver LLC | History | Reduced | 67,700 | 5,988 | 2.52% | 5.2% | 103 | -86,798 | -56.18% | Q1 2026 | May 15, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 66,431 | 5,876 | 0.82% | 1.58% | 104 | +2,772 | 4.35% | Q1 2026 | May 12, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 66,145 | 5,851 | 5.51% | 6.02% | 105 | -3,647 | -5.23% | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 65,921 | 5,831 | 0.29% | 0.31% | 106 | -39 | -0.06% | Q1 2026 | Apr 23, 2026 |
| Parallel Advisors, LLC | History | Reduced | 65,906 | 5,830 | 0.1% | 0.11% | 107 | -756 | -1.13% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 64,448 | 5,701 | 0.0% | — | 108 | +64,448 | New | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 62,354 | 5,698 | 0.04% | 0.04% | 109 | +2,565 | 4.29% | Q1 2026 | May 15, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 60,315 | 5,534 | 1.63% | 1.73% | 110 | -444 | -0.73% | Q1 2026 | Apr 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 62,078 | 5,491 | 0.13% | 0.17% | 111 | -16,119 | -20.61% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 61,829 | 5,469 | 0.01% | 0.01% | 112 | +5,975 | 10.7% | Q1 2026 | May 05, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 61,618 | 5,450 | 0.98% | 1.04% | 113 | -913 | -1.46% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 61,306 | 5,423 | 0.17% | 0.18% | 114 | +6,814 | 12.5% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 60,297 | 5,333 | 0.06% | 0.07% | 115 | +4,193 | 7.47% | Q1 2026 | Apr 23, 2026 |
| PDS Planning, Inc | History | Added to | 60,058 | 5,312 | 0.35% | 0.36% | 116 | +435 | 0.73% | Q1 2026 | Apr 21, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 59,150 | 5,232 | 1.22% | 1.2% | 117 | +2,029 | 3.55% | Q1 2026 | Apr 17, 2026 |
| PFG Advisors | History | Added to | 58,269 | 5,154 | 0.25% | 0.24% | 118 | +4,716 | 8.81% | Q1 2026 | May 05, 2026 |
| Stokes Family Office, LLC | History | Reduced | 56,139 | 4,966 | 0.51% | 0.5% | 119 | -3,929 | -6.54% | Q1 2026 | May 11, 2026 |
| MCF Advisors LLC | History | Reduced | 55,679 | 4,925 | 0.22% | 0.28% | 120 | -66 | -0.12% | Q1 2026 | May 11, 2026 |
| VANCE WEALTH, LLC | History | Added to | 55,587 | 4,917 | 1.42% | 1.19% | 121 | +11,732 | 26.75% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 55,000 | 4,865 | 0.07% | 2.81% | 122 | -1,980,841 | -97.3% | Q1 2026 | Apr 09, 2026 |
| NCM Capital Management, LLC | History | Added to | 54,507 | 4,821 | 1.73% | 1.84% | 123 | +175 | 0.32% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 53,803 | 4,759 | 0.06% | 0.07% | 124 | +2,069 | 4.0% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 53,516 | 4,734 | 0.77% | 0.76% | 125 | +2,054 | 3.99% | Q1 2026 | Apr 22, 2026 |
| Aspect Partners, LLC | History | Added to | 53,477 | 4,730 | 1.93% | 2.14% | 126 | +78 | 0.15% | Q1 2026 | Apr 02, 2026 |
| CITADEL ADVISORS LLC | History | New | 52,152 | 4,613 | 0.0% | — | 127 | +52,152 | New | Q1 2026 | May 15, 2026 |
| Bristlecone Value Partners, LLC | History | Added to | 51,553 | 4,560 | 4.01% | 5.22% | 128 | +2,076 | 4.2% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 50,923 | 4,504 | 0.02% | 0.03% | 129 | -1,807 | -3.43% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 49,699 | 4,396 | 0.17% | 0.31% | 130 | -43,534 | -46.69% | Q1 2026 | May 11, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 48,636 | 4,302 | 2.09% | 2.2% | 131 | +454 | 0.94% | Q1 2026 | May 05, 2026 |
| Sovran Advisors, LLC | History | Added to | 44,712 | 4,126 | 0.32% | 0.34% | 132 | +1,922 | 4.49% | Q1 2026 | May 01, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 46,581 | 4,120 | 0.16% | 0.16% | 133 | +1,127 | 2.48% | Q1 2026 | Apr 13, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 46,207 | 4,087 | 1.58% | 1.1% | 134 | +21,288 | 85.43% | Q1 2026 | Apr 22, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 45,492 | 4,076 | 0.07% | 0.08% | 135 | -3,747 | -7.61% | Q1 2026 | May 14, 2026 |
| J. Mark Nickell & Co. | History | Reduced | 44,481 | 3,934 | 4.08% | 4.18% | 136 | -4,973 | -10.06% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 43,737 | 3,869 | 0.0% | 0.0% | 137 | -5,135 | -10.51% | Q1 2026 | May 12, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 43,350 | 3,834 | 1.91% | 2.18% | 138 | -273 | -0.63% | Q1 2026 | May 14, 2026 |
| Smith Partners Wealth Management, LLC | History | Reduced | 43,228 | 3,823 | 3.42% | 4.01% | 139 | -4,399 | -9.24% | Q1 2026 | May 11, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 41,392 | 3,785 | 0.24% | 0.24% | 140 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 42,579 | 3,766 | 2.2% | 2.18% | 141 | +2,099 | 5.19% | Q1 2026 | May 01, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 42,089 | 3,723 | 0.52% | 0.68% | 142 | -10,533 | -20.02% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 42,029 | 3,717 | 0.02% | 0.06% | 143 | -85,839 | -67.13% | Q1 2026 | May 05, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 38,991 | 3,449 | 1.1% | 0.99% | 144 | +3,918 | 11.17% | Q1 2026 | Apr 21, 2026 |
| Quantinno Capital Management LP | History | Added to | 38,483 | 3,404 | 0.01% | 0.0% | 145 | +26,738 | 227.65% | Q1 2026 | May 15, 2026 |
| Red Mountain Financial, LLC | History | Reduced | 38,375 | 3,394 | 3.2% | 3.49% | 146 | -564 | -1.45% | Q1 2026 | Apr 28, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 38,324 | 3,390 | 0.0% | 0.0% | 147 | +579 | 1.53% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 38,154 | 3,375 | 0.04% | — | 148 | +38,154 | New | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 37,346 | 3,303 | 0.03% | 0.01% | 149 | +32,166 | 620.97% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 36,504 | 3,229 | 0.03% | 0.04% | 150 | -6,015 | -14.15% | Q1 2026 | May 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 36,496 | 3,228 | 0.22% | 0.22% | 151 | +375 | 1.04% | Q1 2026 | May 06, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 36,138 | 3,196 | 0.35% | 0.36% | 152 | +280 | 0.78% | Q1 2026 | May 12, 2026 |
| HB Wealth Management, LLC | History | Reduced | 36,070 | 3,190 | 0.02% | 0.02% | 153 | -2,982 | -7.64% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Reduced | 35,801 | 3,166 | 0.02% | 0.03% | 154 | -5,253 | -12.8% | Q1 2026 | May 15, 2026 |
| OMC Financial Services LTD | History | Added to | 35,789 | 3,165 | 1.23% | 0.69% | 155 | +15,499 | 76.39% | Q1 2026 | Apr 30, 2026 |
| United Advisor Group, LLC | History | Added to | 35,510 | 3,141 | 0.39% | 0.39% | 156 | +1,060 | 3.08% | Q1 2026 | Apr 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 34,932 | 3,090 | 0.06% | 0.06% | 157 | +152 | 0.44% | Q1 2026 | Apr 15, 2026 |
| JT Stratford LLC | History | Reduced | 34,921 | 3,089 | 0.39% | 0.41% | 158 | -141 | -0.4% | Q1 2026 | May 15, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 34,812 | 3,079 | 1.6% | 2.06% | 159 | -180 | -0.51% | Q1 2026 | Apr 30, 2026 |
| Family Investment Center, Inc. | History | Added to | 34,354 | 3,038 | 0.58% | 0.63% | 160 | +187 | 0.55% | Q1 2026 | Apr 24, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 34,093 | 3,015 | 0.18% | 0.19% | 161 | -417 | -1.21% | Q1 2026 | Apr 29, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 34,056 | 3,012 | 0.04% | 0.04% | 162 | +1,045 | 3.17% | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 33,046 | 2,923 | 0.04% | 0.04% | 163 | -1,706 | -4.91% | Q1 2026 | Apr 28, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 32,485 | 2,873 | 0.07% | 0.08% | 164 | -1,399 | -4.13% | Q1 2026 | May 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 32,005 | 2,831 | 0.37% | 0.45% | 165 | -3,672 | -10.29% | Q1 2026 | Apr 28, 2026 |
| 21 West Wealth Management LLC | History | Added to | 31,756 | 2,809 | 2.61% | 2.63% | 166 | +269 | 0.85% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 31,719 | 2,805 | 0.03% | 0.03% | 167 | +1,084 | 3.54% | Q1 2026 | May 13, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 31,026 | 2,744 | 1.16% | 1.22% | 168 | +458 | 1.5% | Q1 2026 | Apr 15, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 31,019 | 2,743 | 0.75% | 0.75% | 169 | +203 | 0.66% | Q1 2026 | May 04, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 30,891 | 2,732 | 0.27% | 0.29% | 170 | -1,170 | -3.65% | Q1 2026 | Apr 27, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 30,766 | 2,721 | 2.5% | 2.55% | 171 | +138 | 0.45% | Q1 2026 | Apr 08, 2026 |
| Asset One Wealth Management LLC | History | New | 29,107 | 2,664 | 0.29% | — | 172 | +29,107 | New | Q1 2026 | May 12, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 29,965 | 2,650 | 0.52% | 0.55% | 173 | +233 | 0.78% | Q1 2026 | May 12, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 29,561 | 2,614 | 1.21% | 1.27% | 174 | +72 | 0.24% | Q1 2026 | Apr 21, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 29,542 | 2,613 | 0.29% | 0.31% | 175 | -635 | -2.1% | Q1 2026 | May 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 29,479 | 2,607 | 0.9% | 0.97% | 176 | +111 | 0.38% | Q1 2026 | Apr 23, 2026 |
| FMR LLC | History | Added to | 28,770 | 2,544 | 0.0% | 0.0% | 177 | +3,134 | 12.22% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 28,733 | 2,541 | 0.01% | 0.01% | 178 | +559 | 1.98% | Q1 2026 | May 05, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 28,652 | 2,534 | 0.84% | 0.93% | 179 | +838 | 3.01% | Q1 2026 | May 15, 2026 |
| Breakwater Capital Group | History | Reduced | 28,402 | 2,512 | 0.34% | 0.36% | 180 | -104 | -0.36% | Q1 2026 | Apr 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 27,845 | 2,463 | 0.08% | 0.09% | 181 | +120 | 0.43% | Q1 2026 | May 07, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 27,701 | 2,450 | 0.55% | 0.57% | 182 | -921 | -3.22% | Q1 2026 | Apr 10, 2026 |
| Advisors Preferred, LLC | History | Reduced | 27,696 | 2,449 | 0.36% | 0.5% | 183 | -5,724 | -17.13% | Q1 2026 | May 05, 2026 |
| New Insight Wealth Advisors | History | Reduced | 27,598 | 2,441 | 0.88% | 1.13% | 184 | -7,060 | -20.37% | Q1 2026 | May 07, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 27,227 | 2,408 | 0.96% | 0.97% | 185 | +980 | 3.73% | Q1 2026 | Apr 29, 2026 |
| LifeGoal Investments, LLC | History | Added to | 26,846 | 2,406 | 1.38% | 1.5% | 186 | +2,286 | 9.31% | Q1 2026 | Apr 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 27,141 | 2,400 | 0.13% | — | 187 | +27,141 | New | Q1 2026 | Apr 16, 2026 |
| BFSG, LLC | History | Reduced | 26,895 | 2,379 | 0.23% | 0.24% | 188 | -8 | -0.03% | Q1 2026 | Apr 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 26,788 | 2,369 | 0.0% | 0.0% | 189 | +2,889 | 12.09% | Q1 2026 | May 15, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 26,763 | 2,367 | 0.58% | 0.6% | 190 | -787 | -2.86% | Q1 2026 | May 14, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 26,468 | 2,341 | 1.29% | 1.27% | 191 | +4,222 | 18.98% | Q1 2026 | Apr 16, 2026 |
| BAHL & GAYNOR INC | History | Added to | 26,327 | 2,328 | 0.01% | 0.01% | 192 | +2,495 | 10.47% | Q1 2026 | May 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 26,189 | 2,316 | 0.05% | 0.06% | 193 | -170 | -0.64% | Q1 2026 | Apr 29, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 26,072 | 2,306 | 0.02% | 0.02% | 194 | -890 | -3.3% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 25,759 | 2,273 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 24,398 | 2,158 | 0.0% | 0.0% | 196 | +1 | 0.0% | Q1 2026 | May 08, 2026 |
| Junk Investment Group, LLC | History | New | 24,286 | 2,148 | 1.13% | — | 197 | +24,286 | New | Q1 2026 | May 08, 2026 |
| Compass Advisory Group LLC | History | Added to | 24,246 | 2,144 | 0.57% | 0.56% | 198 | +1,395 | 6.1% | Q1 2026 | Apr 21, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 23,702 | 2,096 | 0.39% | 0.45% | 199 | -404 | -1.68% | Q1 2026 | Apr 13, 2026 |
| Causey Wealth LLC | History | Reduced | 23,615 | 2,088 | 0.89% | 1.14% | 200 | -1,911 | -7.49% | Q1 2026 | May 12, 2026 |
| Five Pine Wealth Management | History | Added to | 23,575 | 2,085 | 1.3% | 1.37% | 201 | +243 | 1.04% | Q1 2026 | Apr 16, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 23,423 | 2,072 | 0.24% | 0.27% | 202 | -2,568 | -9.88% | Q1 2026 | Apr 16, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 23,178 | 2,050 | 0.42% | 0.37% | 203 | +3,316 | 16.7% | Q1 2026 | Apr 13, 2026 |
| &PARTNERS | History | Reduced | 23,107 | 2,044 | 0.01% | 0.02% | 204 | -8,872 | -27.74% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 22,677 | 2,006 | 0.0% | 0.0% | 205 | -308 | -1.34% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 22,436 | 1,984 | 0.06% | 0.06% | 206 | +1,130 | 5.3% | Q1 2026 | Apr 08, 2026 |
| Composition Wealth, LLC | History | Added to | 22,383 | 1,980 | 0.03% | 0.03% | 207 | +1,278 | 6.06% | Q1 2026 | Apr 08, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 22,318 | 1,974 | 0.44% | 0.52% | 208 | -3,063 | -12.07% | Q1 2026 | Apr 23, 2026 |
| Shore Point Advisors, LLC | History | Added to | 22,239 | 1,967 | 0.78% | 0.85% | 209 | +226 | 1.03% | Q1 2026 | Apr 08, 2026 |
| Vise Technologies, Inc. | History | No change | 21,426 | 1,959 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 21,263 | 1,880 | 0.67% | 0.68% | 211 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Essex Financial Services, Inc. | History | Added to | 21,193 | 1,874 | 0.11% | 0.11% | 212 | +239 | 1.14% | Q1 2026 | Apr 24, 2026 |
| Churchill Financial Advisors, LLC | History | Reduced | 21,139 | 1,869 | 0.39% | 0.62% | 213 | -1,192 | -5.34% | Q1 2026 | Apr 22, 2026 |
| Savvy Advisors, Inc. | History | Added to | 21,029 | 1,860 | 0.05% | 0.06% | 214 | +98 | 0.47% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Reduced | 20,160 | 1,783 | 0.0% | 0.0% | 215 | -24,543 | -54.9% | Q1 2026 | May 13, 2026 |
| GRANVILLE CAPITAL, INC. | History | Added to | 20,138 | 1,781 | 0.93% | 0.97% | 216 | +96 | 0.48% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 20,004 | 1,770 | 0.01% | 0.01% | 217 | +5,313 | 36.16% | Q1 2026 | Apr 07, 2026 |
| CoreFirst Bank & Trust | History | No change | 19,358 | 1,770 | 0.96% | 0.96% | 218 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,719 | 1,766 | 0.02% | 0.01% | 219 | +4,902 | 33.08% | Q1 2026 | Apr 07, 2026 |
| Cascades Capital Asset Management, LLC | History | Reduced | 19,909 | 1,761 | 0.74% | 1.44% | 220 | -17,707 | -47.07% | Q1 2026 | May 15, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 19,689 | 1,741 | 0.22% | 0.23% | 221 | -363 | -1.81% | Q1 2026 | Apr 16, 2026 |
| Eagle Strategies LLC | History | Added to | 19,442 | 1,719 | 0.21% | 0.19% | 222 | +2,766 | 16.59% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 19,145 | 1,693 | 0.0% | 0.0% | 223 | +13,971 | 270.02% | Q1 2026 | May 01, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 18,971 | 1,678 | 0.03% | 0.04% | 224 | -5,293 | -21.81% | Q1 2026 | May 18, 2026 |
| TRUST CO OF VERMONT | History | No change | 18,290 | 1,672 | 0.07% | 0.07% | 225 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Occidental Asset Management, LLC | History | Added to | 18,600 | 1,645 | 0.19% | 0.13% | 226 | +6,468 | 53.31% | Q1 2026 | Apr 15, 2026 |
| VANGUARD GROUP INC | History | No change | 17,811 | 1,628 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| InTrack Investment Management Inc | History | Reduced | 18,363 | 1,624 | 0.93% | 1.15% | 229 | -4,103 | -18.26% | Q1 2026 | Apr 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 18,365 | 1,624 | 0.11% | 0.13% | 228 | -2,138 | -10.43% | Q1 2026 | May 12, 2026 |
| Finward Bancorp | History | Added to | 18,114 | 1,602 | 1.28% | 1.11% | 230 | +2,495 | 15.97% | Q1 2026 | Apr 10, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 17,246 | 1,580 | 0.04% | 0.05% | 231 | -5,758 | -25.03% | Q1 2026 | May 04, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 17,751 | 1,570 | 0.32% | 0.27% | 232 | +130 | 0.74% | Q1 2026 | Apr 22, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 17,252 | 1,526 | 1.58% | 1.59% | 233 | -143 | -0.82% | Q1 2026 | Apr 21, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 16,569 | 1,465 | 0.38% | 0.44% | 234 | -1,321 | -7.38% | Q1 2026 | Apr 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 16,193 | 1,432 | 0.03% | 0.03% | 235 | +2,088 | 14.8% | Q1 2026 | May 01, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 16,098 | 1,424 | 0.65% | 0.69% | 236 | +998 | 6.61% | Q1 2026 | Apr 20, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 16,016 | 1,416 | 0.19% | 0.17% | 237 | +3,360 | 26.55% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 15,983 | 1,413 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 15,770 | 1,395 | 0.15% | 0.15% | 239 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 15,610 | 1,380 | 0.12% | — | 240 | +15,610 | New | Q1 2026 | Apr 08, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 14,997 | 1,371 | 0.12% | 0.12% | 241 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 15,437 | 1,365 | 0.02% | 0.02% | 242 | +1,694 | 12.33% | Q1 2026 | Apr 20, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 15,233 | 1,347 | 0.08% | 0.08% | 243 | -80 | -0.52% | Q1 2026 | Apr 20, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 15,074 | 1,333 | 0.23% | 0.25% | 244 | -374 | -2.42% | Q1 2026 | Apr 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 15,201 | 1,308 | 0.05% | 0.05% | 245 | +86 | 0.57% | Q1 2026 | May 15, 2026 |
| Breakwater Investment Management | History | No change | 14,788 | 1,308 | 0.49% | 0.49% | 246 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 14,700 | 1,300 | 0.0% | 0.01% | 247 | -11,000 | -42.8% | Q1 2026 | May 04, 2026 |
| Vanguard National Trust Co | History | New | 14,571 | 1,288 | 0.08% | — | 248 | +14,571 | New | Q1 2026 | May 08, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 14,901 | 1,282 | 0.04% | 0.04% | 249 | -1,301 | -8.03% | Q1 2026 | May 11, 2026 |
| Compound Planning, Inc. | History | Reduced | 14,375 | 1,271 | 0.04% | 0.04% | 250 | -1,891 | -11.63% | Q1 2026 | May 14, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 14,217 | 1,257 | 0.81% | 0.89% | 251 | +463 | 3.37% | Q1 2026 | Apr 23, 2026 |
| Formidable Asset Management, LLC | History | Added to | 13,549 | 1,239 | 0.19% | 0.18% | 252 | +116 | 0.86% | Q1 2026 | Apr 22, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 13,940 | 1,233 | 0.08% | 6.62% | 253 | -1,176,449 | -98.83% | Q1 2026 | Apr 22, 2026 |
| Financial Planning Hawaii, Inc. | History | Added to | 13,948 | 1,233 | 0.73% | 0.73% | 254 | +117 | 0.85% | Q1 2026 | Apr 21, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Reduced | 13,857 | 1,225 | 0.79% | 2.38% | 255 | -22,757 | -62.15% | Q1 2026 | May 08, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 13,820 | 1,222 | 0.28% | 0.29% | 256 | +30 | 0.22% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 12,914 | 1,181 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 13,063 | 1,155 | 0.42% | 0.57% | 258 | +580 | 4.65% | Q1 2026 | May 12, 2026 |
| Hendershot Investments Inc. | History | Added to | 13,015 | 1,151 | 0.15% | 0.11% | 259 | +3,651 | 38.99% | Q1 2026 | Apr 27, 2026 |
| Heritage Trust Co | History | Added to | 12,975 | 1,147 | 0.12% | 0.12% | 260 | +221 | 1.73% | Q1 2026 | May 13, 2026 |
| Patten Group, Inc. | History | Reduced | 12,638 | 1,117 | 0.19% | 0.22% | 261 | -167 | -1.3% | Q1 2026 | Apr 24, 2026 |
| Avestar Capital, LLC | History | Reduced | 12,552 | 1,110 | 0.07% | 0.08% | 262 | -123 | -0.97% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | Reduced | 12,359 | 1,093 | 0.08% | 0.1% | 263 | -2,188 | -15.04% | Q1 2026 | May 08, 2026 |
| NewEdge Wealth, LLC | History | Added to | 12,294 | 1,087 | 0.01% | 0.01% | 264 | +6 | 0.05% | Q1 2026 | May 13, 2026 |
| Capital Square, LLC | History | Added to | 11,783 | 1,082 | 0.5% | 0.52% | 265 | +706 | 6.37% | Q1 2026 | May 11, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 12,211 | 1,080 | 1.02% | 0.72% | 266 | +4,334 | 55.02% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 12,203 | 1,079 | 0.02% | 0.02% | 267 | -570 | -4.46% | Q1 2026 | Apr 17, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 12,175 | 1,077 | 0.37% | 0.37% | 268 | +477 | 4.08% | Q1 2026 | Apr 08, 2026 |
| Segment Wealth Management, LLC | History | No change | 12,163 | 1,075 | 0.06% | 0.06% | 269 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 12,107 | 1,070 | 0.01% | 0.01% | 270 | -390 | -3.12% | Q1 2026 | May 08, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 12,028 | 1,064 | 0.42% | 0.41% | 271 | +673 | 5.93% | Q1 2026 | Apr 21, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 11,980 | 1,059 | 0.3% | 0.3% | 272 | -60 | -0.5% | Q1 2026 | May 11, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 11,935 | 1,055 | 0.15% | 0.16% | 273 | -423 | -3.42% | Q1 2026 | May 07, 2026 |
| Rockingstone Advisors LLC | History | Added to | 11,898 | 1,052 | 0.48% | 0.47% | 274 | +515 | 4.52% | Q1 2026 | Apr 09, 2026 |
| TRB Wealth Management, LLC | History | New | 11,832 | 1,046 | 0.15% | — | 275 | +11,832 | New | Q1 2026 | May 14, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 11,783 | 1,042 | 0.18% | 0.17% | 276 | +687 | 6.19% | Q1 2026 | Apr 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 11,696 | 1,034 | 0.01% | 0.02% | 277 | -10,799 | -48.01% | Q1 2026 | May 13, 2026 |
| ESL Trust Services, LLC | History | Reduced | 11,511 | 1,018 | 0.19% | 9.46% | 278 | -527,563 | -97.86% | Q1 2026 | May 07, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 10,766 | 984 | 0.07% | 0.07% | 279 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 11,000 | 973 | 0.05% | 0.05% | 280 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 10,895 | 963 | 0.31% | 0.47% | 281 | -4,696 | -30.12% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 10,836 | 958 | 0.0% | 0.0% | 282 | -146 | -1.33% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 10,794 | 954 | 0.04% | 0.06% | 283 | +4,509 | 71.74% | Q1 2026 | May 15, 2026 |
| BLB&B Advisors, LLC | History | No change | 10,688 | 945 | 0.04% | 0.04% | 284 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 10,508 | 929 | 0.48% | 0.5% | 285 | +89 | 0.85% | Q1 2026 | Apr 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 10,431 | 922 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 10,384 | 918 | 0.14% | 0.14% | 287 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 10,374 | 917 | 0.05% | 0.05% | 288 | -650 | -5.9% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 10,256 | 907 | 0.01% | 0.01% | 289 | -117 | -1.13% | Q1 2026 | Apr 28, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 10,263 | 907 | 0.02% | 0.02% | 290 | +3 | 0.03% | Q1 2026 | May 14, 2026 |
| Round Rock Advisors LLC | History | Reduced | 10,250 | 906 | 0.14% | 0.14% | 291 | -11 | -0.11% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 10,196 | 901 | 0.06% | 0.06% | 292 | -47 | -0.46% | Q1 2026 | Apr 27, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 10,046 | 888 | 0.18% | 0.21% | 293 | -723 | -6.71% | Q1 2026 | Apr 20, 2026 |
| Blossom Wealth Management | History | Added to | 9,852 | 871 | 1.29% | 1.34% | 294 | +984 | 11.1% | Q1 2026 | Apr 28, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 9,739 | 861 | 0.28% | 0.31% | 295 | -360 | -3.56% | Q1 2026 | May 01, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 9,616 | 850 | 0.63% | 0.63% | 296 | +153 | 1.62% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,438 | 834 | 0.01% | 0.0% | 297 | +3,084 | 48.54% | Q1 2026 | Apr 15, 2026 |
| LOM Asset Management Ltd | History | Added to | 9,415 | 832 | 0.24% | 0.25% | 298 | +55 | 0.59% | Q1 2026 | May 05, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 9,202 | 813 | 0.32% | 0.32% | 299 | +179 | 1.98% | Q1 2026 | May 14, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 9,100 | 805 | 0.24% | 0.35% | 300 | -3,214 | -26.1% | Q1 2026 | Apr 28, 2026 |