VANGUARD GROUP INC - VIOO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Orgel Wealth Management, LLC | History | Added to | 1,086,768 | 124,793 | 2.69% | 2.53% | 1 | +51,438 | 4.97% | Q1 2026 | Apr 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 881,389 | 101,209 | 0.01% | 0.01% | 2 | +80,770 | 10.09% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 787,869 | 90,471 | 0.01% | 0.01% | 3 | +16,135 | 2.09% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 616,991 | 70,848 | 0.08% | 0.08% | 4 | -20,953 | -3.28% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 455,413 | 52,243 | 0.01% | 0.01% | 5 | +99,963 | 28.12% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 446,747 | 51,299 | 0.07% | 0.07% | 6 | -3,761 | -0.83% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 380,369 | 43,677 | 0.01% | 0.01% | 7 | -19,770 | -4.94% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 378,219 | 43,430 | 0.01% | 0.01% | 8 | +30,871 | 8.89% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 363,191 | 41,705 | 0.01% | 0.0% | 9 | +88,062 | 32.01% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 356,739 | 40,964 | 0.01% | 0.01% | 10 | -64 | -0.02% | Q1 2026 | May 05, 2026 |
| Pathstone Holdings, LLC | History | Added to | 353,948 | 40,643 | 0.16% | 0.02% | 11 | +307,385 | 660.15% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 351,267 | 39,236 | 0.0% | 0.0% | 12 | +3,568 | 1.03% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 285,466 | 32,780 | 0.0% | 0.0% | 13 | +24,093 | 9.22% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 258,983 | 29,739 | 0.22% | 0.16% | 14 | +68,904 | 36.25% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 251,267 | 28,866 | 0.04% | 0.04% | 15 | -11,527 | -4.39% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 242,537 | 27,850 | 0.01% | 0.01% | 16 | +25,411 | 11.7% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 238,561 | 27,393 | 0.02% | 0.02% | 17 | +496 | 0.21% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 224,498 | 25,779 | 0.03% | 0.03% | 18 | -14,817 | -6.19% | Q1 2026 | May 13, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 203,512 | 23,369 | 3.39% | 3.17% | 19 | +18,190 | 9.82% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 202,865 | 23,294 | 0.11% | 0.13% | 20 | -8,507 | -4.02% | Q1 2026 | May 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 196,805 | 22,599 | 0.34% | 0.24% | 21 | +48,493 | 32.7% | Q1 2026 | May 01, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 173,583 | 19,932 | 0.33% | 0.33% | 22 | -3,991 | -2.25% | Q1 2026 | Apr 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 169,409 | 19,453 | 0.03% | 0.03% | 23 | -7,418 | -4.2% | Q1 2026 | Apr 27, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 154,363 | 17,725 | 3.82% | 3.67% | 24 | +5,568 | 3.74% | Q1 2026 | Apr 13, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 149,822 | 17,204 | 1.44% | 1.36% | 25 | -2,004 | -1.32% | Q1 2026 | Apr 21, 2026 |
| One Day In July LLC | History | Reduced | 145,773 | 16,739 | 1.34% | 1.38% | 26 | -5,204 | -3.45% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 140,292 | 16,109 | 0.83% | 0.69% | 27 | +23,557 | 20.18% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 137,808 | 15,824 | 0.04% | 0.04% | 28 | +8,191 | 6.32% | Q1 2026 | Apr 30, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 117,816 | 13,528 | 0.99% | 1.0% | 29 | -6,994 | -5.6% | Q1 2026 | Apr 23, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 107,981 | 12,399 | 0.2% | 0.19% | 30 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 98,228 | 11,280 | 0.03% | 0.02% | 31 | +3,826 | 4.05% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 94,978 | 10,906 | 0.08% | 0.08% | 32 | +897 | 0.95% | Q1 2026 | May 14, 2026 |
| Berman McAleer LLC | History | Reduced | 93,456 | 10,731 | 1.46% | 1.43% | 33 | -805 | -0.85% | Q1 2026 | Apr 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 88,279 | 10,136 | 0.01% | 0.0% | 34 | +2,269 | 2.64% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 82,106 | 9,428 | 0.0% | 0.0% | 35 | +25,624 | 45.37% | Q1 2026 | May 04, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Reduced | 78,247 | 8,985 | 0.97% | 0.97% | 36 | -3,302 | -4.05% | Q1 2026 | May 08, 2026 |
| New Insight Wealth Advisors | History | Reduced | 76,908 | 8,831 | 3.17% | 3.44% | 37 | -9,824 | -11.33% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 76,766 | 8,815 | 0.1% | 0.1% | 38 | -3,991 | -4.94% | Q1 2026 | Apr 20, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | No change | 74,800 | 8,589 | 4.44% | 4.05% | 39 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 73,788 | 8,473 | 1.27% | 1.19% | 40 | +603 | 0.82% | Q1 2026 | Apr 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 72,612 | 8,337 | 0.01% | 0.01% | 41 | +16,004 | 28.27% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 122,335 | 8,212 | 0.01% | 0.01% | 42 | +660 | 0.54% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 68,115 | 7,821 | 0.04% | 0.04% | 43 | +12,350 | 22.15% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 55,331 | 6,353 | 0.28% | 0.26% | 44 | +3,711 | 7.19% | Q1 2026 | May 13, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 50,849 | 5,838 | 0.37% | 0.37% | 45 | -1,254 | -2.41% | Q1 2026 | Apr 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 48,952 | 5,620 | 0.09% | 0.11% | 46 | +1,595 | 3.37% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Reduced | 47,731 | 5,480 | 0.06% | 0.06% | 47 | -90 | -0.19% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 47,617 | 5,467 | 0.02% | 0.01% | 48 | +6,312 | 15.28% | Q1 2026 | May 04, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Reduced | 44,675 | 5,129 | 1.89% | 1.96% | 49 | -1,018 | -2.23% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 42,501 | 4,880 | 0.01% | 0.01% | 50 | -7,170 | -14.43% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 41,654 | 4,783 | 0.02% | 0.02% | 51 | +2,659 | 6.82% | Q1 2026 | Apr 24, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 41,590 | 4,775 | 1.91% | 1.73% | 52 | +5,476 | 15.16% | Q1 2026 | Apr 30, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 40,048 | 4,598 | 0.1% | 0.1% | 53 | +395 | 1.0% | Q1 2026 | May 14, 2026 |
| F/m Investments LLC | History | No change | 39,922 | 4,584 | 0.3% | 0.17% | 54 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Reduced | 39,137 | 4,494 | 0.0% | 0.0% | 55 | -564 | -1.42% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 39,023 | 4,481 | 0.0% | 0.01% | 56 | -19,912 | -33.79% | Q1 2026 | May 05, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 38,986 | 4,476 | 1.35% | 1.31% | 57 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 38,904 | 4,376 | 0.0% | 0.0% | 58 | +1,371 | 3.65% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 36,082 | 4,143 | 0.02% | 0.02% | 59 | -352 | -0.97% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 35,817 | 4,112 | 0.01% | 0.0% | 60 | +25,298 | 240.5% | Q1 2026 | May 08, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 35,274 | 4,050 | 0.29% | 0.26% | 61 | -469 | -1.31% | Q1 2026 | Apr 16, 2026 |
| CERTUITY, LLC | History | Added to | 34,807 | 3,996 | 0.26% | 0.24% | 62 | +20 | 0.06% | Q1 2026 | May 11, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 33,328 | 3,827 | 2.6% | — | 63 | +33,328 | New | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Added to | 32,152 | 3,692 | 0.01% | 0.01% | 64 | +1,221 | 3.95% | Q1 2026 | May 14, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 28,412 | 3,633 | 0.07% | 0.08% | 65 | -22 | -0.08% | Q1 2026 | May 11, 2026 |
| BCS Wealth Management | History | Reduced | 29,448 | 3,381 | 0.69% | 0.59% | 66 | -22,956 | -43.81% | Q1 2026 | Apr 17, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 29,359 | 3,371 | 0.04% | 0.04% | 67 | -433 | -1.45% | Q1 2026 | May 01, 2026 |
| Flower City Capital | History | Added to | 28,842 | 3,311 | 1.66% | 1.57% | 68 | +1,029 | 3.7% | Q1 2026 | Apr 14, 2026 |
| Keystone Financial Group | History | Reduced | 26,738 | 3,070 | 0.21% | 0.22% | 69 | -210 | -0.78% | Q1 2026 | May 13, 2026 |
| Fairway Wealth LLC | History | Reduced | 25,871 | 2,970 | 0.78% | 0.79% | 70 | -410 | -1.56% | Q1 2026 | Apr 23, 2026 |
| REBALANCE, LLC | History | Reduced | 25,843 | 2,967 | 0.17% | 0.17% | 71 | -738 | -2.78% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Added to | 25,666 | 2,947 | 0.01% | 0.0% | 72 | +23,458 | 1062.41% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 24,654 | 2,831 | 0.01% | 0.01% | 73 | +4,146 | 20.22% | Q1 2026 | Apr 30, 2026 |
| Sierra Capital LLC | History | Reduced | 24,313 | 2,792 | 0.3% | 0.33% | 74 | -3,391 | -12.24% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 23,592 | 2,709 | 0.0% | 0.0% | 75 | +13,426 | 132.07% | Q1 2026 | May 12, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 23,848 | 2,646 | 1.62% | 1.62% | 76 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| First American Bank | History | Reduced | 22,603 | 2,595 | 0.16% | 0.16% | 77 | -826 | -3.53% | Q1 2026 | Apr 20, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 22,425 | 2,575 | 0.0% | 0.0% | 78 | -1,150 | -4.88% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 22,357 | 2,567 | 0.06% | 0.06% | 79 | -1,215 | -5.15% | Q1 2026 | May 04, 2026 |
| EQ LLC | History | Reduced | 21,694 | 2,491 | 0.7% | 0.69% | 80 | -22 | -0.1% | Q1 2026 | May 06, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 19,773 | 2,487 | 0.1% | 0.09% | 81 | -573 | -2.82% | Q1 2026 | Apr 24, 2026 |
| Verum Partners LLC | History | Reduced | 21,370 | 2,453 | 0.47% | 0.5% | 82 | -817 | -3.68% | Q1 2026 | Apr 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 21,249 | 2,439 | 0.51% | 0.53% | 83 | -103 | -0.48% | Q1 2026 | Apr 15, 2026 |
| Base Wealth Management LLC | History | Reduced | 21,050 | 2,417 | 1.35% | 1.33% | 84 | -1,171 | -5.27% | Q1 2026 | Apr 29, 2026 |
| PFG Advisors | History | Reduced | 20,501 | 2,354 | 0.11% | 0.11% | 85 | -825 | -3.87% | Q1 2026 | May 05, 2026 |
| Kropog Financial Group, LLC | History | New | 20,004 | 2,297 | 1.87% | — | 86 | +20,004 | New | Q1 2026 | Apr 24, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 19,691 | 2,261 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 18,607 | 2,136 | 0.0% | 0.0% | 88 | -6,161 | -24.87% | Q1 2026 | May 15, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 18,472 | 2,121 | 1.38% | 1.34% | 89 | -465 | -2.46% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 18,275 | 2,098 | 0.02% | 0.02% | 90 | +3,369 | 22.6% | Q1 2026 | May 06, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 18,061 | 2,074 | 0.04% | 0.03% | 91 | -94 | -0.52% | Q1 2026 | May 11, 2026 |
| CRA Financial Services, LLC | History | Added to | 17,032 | 1,955 | 0.25% | 0.25% | 92 | +150 | 0.89% | Q1 2026 | Apr 09, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 16,727 | 1,920 | 0.83% | 0.85% | 93 | -131 | -0.78% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 16,676 | 1,914 | 0.01% | 0.01% | 94 | +1,243 | 8.05% | Q1 2026 | May 08, 2026 |
| NewEdge Wealth, LLC | History | Added to | 16,077 | 1,846 | 0.02% | 0.02% | 95 | +26 | 0.16% | Q1 2026 | May 13, 2026 |
| Breakwater Capital Group | History | Added to | 15,613 | 1,792 | 0.24% | 0.23% | 96 | +829 | 5.61% | Q1 2026 | Apr 20, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 15,045 | 1,727 | 0.17% | 0.16% | 97 | -143 | -0.94% | Q1 2026 | May 05, 2026 |
| True North Advisors, LLC | History | Reduced | 14,114 | 1,620 | 0.18% | 0.22% | 98 | -1,035 | -6.83% | Q1 2026 | May 07, 2026 |
| Presper Financial Architects, LLC | History | No change | 13,730 | 1,576 | 0.94% | 0.86% | 99 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 13,591 | 1,560 | 0.8% | 0.7% | 100 | +1,263 | 10.24% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 13,493 | 1,549 | 0.01% | 0.01% | 101 | +452 | 3.47% | Q1 2026 | May 15, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | No change | 13,294 | 1,526 | 1.28% | 1.22% | 102 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 13,259 | 1,522 | 0.04% | 0.03% | 103 | +43 | 0.33% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | New | 13,228 | 1,518 | 0.0% | — | 104 | +13,228 | New | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 13,249 | 1,517 | 0.01% | 0.01% | 105 | -244 | -1.81% | Q1 2026 | May 15, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 13,160 | 1,511 | 0.17% | 0.17% | 106 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 13,132 | 1,507 | 0.01% | 0.01% | 107 | -1,398 | -9.62% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 12,461 | 1,430 | 0.08% | 0.13% | 108 | -614 | -4.7% | Q1 2026 | Apr 21, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 12,436 | 1,428 | 0.12% | 0.11% | 109 | +1,035 | 9.08% | Q1 2026 | May 07, 2026 |
| Coastline Trust Co | History | Reduced | 12,395 | 1,423 | 0.14% | 0.14% | 110 | -1,125 | -8.32% | Q1 2026 | Apr 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,349 | 1,418 | 0.0% | 0.0% | 111 | +249 | 2.06% | Q1 2026 | May 15, 2026 |
| May Barnhard Investments LLC | History | New | 12,289 | 1,411 | 0.68% | — | 112 | +12,289 | New | Q1 2026 | May 13, 2026 |
| Flagship Private Wealth, LLC | History | No change | 12,250 | 1,406 | 0.57% | 0.53% | 113 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Composition Wealth, LLC | History | Added to | 12,186 | 1,399 | 0.02% | 0.02% | 114 | +60 | 0.49% | Q1 2026 | Apr 08, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 11,716 | 1,345 | 1.26% | — | 117 | +11,716 | New | Q1 2026 | May 15, 2026 |
| Tempo Wealth, LLC | History | Reduced | 11,720 | 1,345 | 0.23% | 0.23% | 116 | -106 | -0.9% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Added to | 11,714 | 1,345 | 0.0% | 0.0% | 115 | +12 | 0.1% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 11,633 | 1,335 | 0.02% | 0.02% | 118 | +661 | 6.02% | Q1 2026 | May 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 11,326 | 1,300 | 0.22% | 0.21% | 119 | -56 | -0.49% | Q1 2026 | May 06, 2026 |
| HM PAYSON & CO | History | No change | 11,199 | 1,285 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 11,118 | 1,276 | 0.11% | 0.15% | 122 | -4,460 | -28.63% | Q1 2026 | May 12, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 11,114 | 1,276 | 0.06% | 0.07% | 121 | -1,949 | -14.92% | Q1 2026 | May 07, 2026 |
| Klingman & Associates, LLC | History | No change | 10,986 | 1,261 | 0.06% | 0.06% | 123 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 10,867 | 1,247 | 0.18% | 0.18% | 124 | +184 | 1.72% | Q1 2026 | May 14, 2026 |
| Anson Capital, Inc. | History | Added to | 10,841 | 1,244 | 0.85% | 0.87% | 125 | +28 | 0.26% | Q1 2026 | May 13, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 10,261 | 1,178 | 0.74% | — | 126 | +10,261 | New | Q1 2026 | Apr 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 10,064 | 1,155 | 0.01% | 0.0% | 127 | +5,014 | 99.29% | Q1 2026 | May 15, 2026 |
| GREENLEAF TRUST | History | Reduced | 9,936 | 1,140 | 0.01% | 0.01% | 128 | -729 | -6.84% | Q1 2026 | Apr 27, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | New | 9,872 | 1,133 | 0.07% | — | 129 | +9,872 | New | Q1 2026 | May 14, 2026 |
| waypoint wealth counsel | History | Reduced | 9,785 | 1,123 | 0.58% | 0.43% | 130 | -892 | -8.35% | Q1 2026 | Apr 23, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 9,638 | 1,106 | 0.14% | 0.13% | 131 | -207 | -2.1% | Q1 2026 | Apr 13, 2026 |
| INSIGHT 2811, INC. | History | Added to | 9,536 | 1,095 | 0.46% | 0.46% | 132 | +94 | 1.0% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Added to | 9,529 | 1,094 | 0.0% | 0.0% | 133 | +1,250 | 15.1% | Q1 2026 | May 15, 2026 |
| Pachira Investments Inc. | History | Added to | 9,319 | 1,070 | 0.5% | 0.38% | 134 | +2,321 | 33.17% | Q1 2026 | Apr 27, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 9,150 | 1,050 | 0.92% | 0.87% | 135 | +4 | 0.04% | Q1 2026 | Apr 08, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 9,023 | 1,036 | 0.16% | 0.11% | 136 | +3,103 | 52.42% | Q1 2026 | May 07, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 9,000 | 1,033 | 0.02% | 0.01% | 137 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 8,779 | 1,008 | 0.17% | 0.12% | 138 | +2,200 | 33.44% | Q1 2026 | Apr 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 8,744 | 1,004 | 0.03% | 0.03% | 139 | +96 | 1.11% | Q1 2026 | Apr 08, 2026 |
| ASSETMARK, INC | History | Added to | 8,734 | 1,002 | 0.0% | 0.0% | 140 | +746 | 9.34% | Q1 2026 | May 06, 2026 |
| Leo Wealth, LLC | History | No change | 8,478 | 973 | 0.07% | 0.07% | 141 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 8,298 | 952 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 8,254 | 947 | 0.2% | 0.2% | 143 | -327 | -3.81% | Q1 2026 | Apr 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 8,193 | 940 | 0.0% | 0.0% | 144 | +310 | 3.93% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 7,358 | 915 | 0.02% | 0.02% | 145 | +4,209 | 133.66% | Q1 2026 | May 01, 2026 |
| McLean Asset Management Corp | History | Reduced | 7,765 | 891 | 0.16% | 0.16% | 146 | -25 | -0.32% | Q1 2026 | Apr 22, 2026 |
| National Philanthropic Trust | History | No change | 7,702 | 884 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,537 | 865 | 0.02% | 0.01% | 148 | +4,029 | 114.85% | Q1 2026 | May 15, 2026 |
| Hegarty Advisors, LLC | History | Added to | 7,503 | 861 | 0.68% | 0.69% | 149 | +293 | 4.06% | Q1 2026 | Apr 30, 2026 |
| CIBC Bancorp USA Inc. | History | New | 7,471 | 852 | 0.0% | — | 150 | +7,471 | New | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 7,292 | 837 | 0.0% | — | 151 | +7,292 | New | Q1 2026 | May 15, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 7,219 | 828 | 0.4% | 0.38% | 152 | +179 | 2.54% | Q1 2026 | May 07, 2026 |
| Northstar Group, Inc. | History | No change | 7,109 | 816 | 0.12% | 0.11% | 153 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,864 | 788 | 0.0% | 0.0% | 154 | -1,404 | -16.98% | Q1 2026 | Apr 27, 2026 |
| KIECKHEFER GROUP LLC | History | No change | 6,497 | 746 | 0.35% | 0.34% | 155 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Zuckerman Investment Group, LLC | History | New | 6,380 | 732 | 0.07% | — | 156 | +6,380 | New | Q1 2026 | May 15, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 6,338 | 727 | 0.05% | 0.05% | 157 | +114 | 1.83% | Q1 2026 | Apr 27, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Reduced | 6,308 | 724 | 0.32% | 0.33% | 158 | -13 | -0.21% | Q1 2026 | Apr 10, 2026 |
| Gotham Asset Management, LLC | History | Added to | 6,245 | 717 | 0.0% | 0.0% | 159 | +514 | 8.97% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,194 | 711 | 0.0% | 0.0% | 160 | +1,381 | 28.69% | Q1 2026 | May 08, 2026 |
| Financial Council, LLC | History | No change | 6,188 | 710 | 0.27% | 0.27% | 161 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 6,155 | 706 | 0.17% | 0.88% | 162 | -26,837 | -81.34% | Q1 2026 | Apr 17, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 5,957 | 684 | 0.24% | 0.13% | 163 | +241 | 4.22% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 5,950 | 683 | 0.01% | 0.01% | 164 | -925 | -13.45% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,815 | 667 | 0.0% | — | 165 | +5,815 | New | Q1 2026 | May 01, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 5,794 | 665 | 0.04% | 0.04% | 166 | -163 | -2.74% | Q1 2026 | Apr 27, 2026 |
| Silver Coast Investments LLC | History | New | 5,768 | 662 | 0.21% | — | 167 | +5,768 | New | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 5,938 | 658 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 5,706 | 655 | 0.03% | 0.02% | 169 | +1,140 | 24.97% | Q1 2026 | Apr 28, 2026 |
| Spire Wealth Management | History | Reduced | 5,683 | 652 | 0.02% | 0.02% | 170 | -141 | -2.42% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,829 | 651 | 0.02% | 0.01% | 171 | +3,066 | 110.97% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 5,723 | 646 | 0.0% | 0.0% | 172 | +1,442 | 33.68% | Q1 2026 | May 15, 2026 |
| Snider Financial Group | History | Reduced | 5,614 | 644 | 0.19% | 0.17% | 173 | -280 | -4.75% | Q1 2026 | Apr 15, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,508 | 632 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 5,254 | 603 | 0.02% | 0.02% | 175 | +390 | 8.02% | Q1 2026 | Apr 21, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 5,226 | 600 | 0.01% | 0.01% | 176 | -1 | -0.02% | Q1 2026 | May 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 5,213 | 598 | 0.08% | 0.08% | 177 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Perigon Wealth Management, LLC | History | No change | 5,153 | 591 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 5,134 | 589 | 0.03% | 0.03% | 179 | -82 | -1.57% | Q1 2026 | May 14, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 5,051 | 580 | 0.02% | 0.01% | 180 | +1,533 | 43.58% | Q1 2026 | May 12, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 4,973 | 571 | 0.05% | 0.03% | 181 | +1,809 | 57.17% | Q1 2026 | Apr 22, 2026 |
| Modera Wealth Management, LLC | History | Added to | 4,963 | 569 | 0.01% | 0.01% | 182 | +957 | 23.89% | Q1 2026 | May 06, 2026 |
| WEIK CAPITAL MANAGEMENT | History | Reduced | 4,940 | 567 | 0.23% | 0.21% | 183 | -70 | -1.4% | Q1 2026 | May 12, 2026 |
| BOKF, NA | History | Reduced | 4,786 | 549 | 0.01% | 0.01% | 184 | -727 | -13.19% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Reduced | 4,766 | 547 | 0.0% | 0.0% | 185 | -343 | -6.71% | Q1 2026 | May 14, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 4,732 | 543 | 0.21% | 0.21% | 186 | -35 | -0.73% | Q1 2026 | May 14, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 4,676 | 536 | 0.09% | 0.1% | 187 | -378 | -7.48% | Q1 2026 | Apr 17, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 4,608 | 529 | 0.3% | 0.29% | 188 | -87 | -1.85% | Q1 2026 | Apr 09, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 4,600 | 528 | 0.07% | 0.08% | 189 | +300 | 6.98% | Q1 2026 | May 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 4,586 | 526 | 0.03% | 0.03% | 190 | +750 | 19.55% | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 4,504 | 517 | 0.0% | 0.0% | 191 | -2,593 | -36.54% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 4,483 | 514 | 0.0% | 0.0% | 192 | +701 | 18.54% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 4,459 | 512 | 0.01% | 0.02% | 193 | -1,249 | -21.88% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 4,446 | 510 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Caprock Group, LLC | History | Reduced | 4,255 | 488 | 0.01% | 0.01% | 195 | -276 | -6.09% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,232 | 485 | 0.0% | 0.0% | 196 | +1,539 | 57.15% | Q1 2026 | Apr 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 4,195 | 481 | 0.02% | 0.02% | 197 | -173 | -3.96% | Q1 2026 | Apr 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 4,290 | 479 | 0.03% | — | 200 | +4,290 | New | Q1 2026 | Apr 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 3,807 | 479 | 0.01% | 0.01% | 199 | -166 | -4.18% | Q1 2026 | May 06, 2026 |
| Whitcomb & Hess, Inc. | History | No change | 4,172 | 479 | 0.11% | 0.11% | 198 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,169 | 478 | 0.0% | 0.0% | 201 | +319 | 8.29% | Q1 2026 | May 14, 2026 |
| Accel Wealth Management | History | Reduced | 4,161 | 477 | 0.12% | 0.13% | 202 | -114 | -2.67% | Q1 2026 | Apr 08, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 4,102 | 471 | 0.06% | 0.05% | 203 | +435 | 11.86% | Q1 2026 | Apr 27, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 4,094 | 470 | 0.22% | 0.23% | 204 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Ironwood Financial, llc | History | No change | 4,014 | 460 | 0.08% | 0.08% | 205 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 3,974 | 456 | 0.17% | 0.16% | 206 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 3,929 | 455 | 0.19% | 0.18% | 207 | +11 | 0.28% | Q1 2026 | Apr 15, 2026 |
| Taylor Hoffman Capital Management LLC | History | Reduced | 3,947 | 453 | 0.14% | 0.14% | 208 | -257 | -6.11% | Q1 2026 | May 12, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 3,941 | 452 | 0.31% | 0.32% | 209 | -290 | -6.85% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,917 | 449 | 0.0% | 0.0% | 210 | +2 | 0.05% | Q1 2026 | Apr 30, 2026 |
| PACK Private Wealth, LLC | History | No change | 3,894 | 447 | 0.21% | 0.2% | 211 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VIAWEALTH, LLC | History | No change | 3,895 | 447 | 0.25% | 0.24% | 212 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 3,880 | 445 | 0.01% | 0.02% | 214 | -2,591 | -40.04% | Q1 2026 | Apr 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,876 | 445 | 0.0% | 0.0% | 213 | +80 | 2.11% | Q1 2026 | May 15, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 3,783 | 434 | 0.03% | 0.04% | 215 | -150 | -3.81% | Q1 2026 | May 01, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 3,768 | 433 | 0.03% | 0.02% | 216 | +1,230 | 48.46% | Q1 2026 | May 08, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 3,769 | 432 | 0.08% | 0.11% | 217 | -965 | -20.38% | Q1 2026 | May 07, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 3,721 | 427 | 0.03% | 0.03% | 218 | -199 | -5.08% | Q1 2026 | May 05, 2026 |
| Affiance Financial, LLC | History | No change | 3,705 | 425 | 0.07% | 0.07% | 219 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 3,684 | 423 | 0.0% | 0.0% | 220 | -28 | -0.75% | Q1 2026 | Apr 28, 2026 |
| Hemenway Trust Co LLC | History | No change | 3,634 | 417 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Compound Planning, Inc. | History | Added to | 3,613 | 414 | 0.01% | 0.01% | 222 | +786 | 27.8% | Q1 2026 | May 14, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 3,573 | 410 | 0.14% | 0.14% | 223 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 3,550 | 407 | 0.06% | 0.06% | 224 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Factor Wealth Management LTD | History | Reduced | 3,533 | 405 | 0.08% | 0.09% | 225 | -323 | -8.38% | Q1 2026 | Apr 20, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 3,452 | 396 | 0.05% | 0.04% | 226 | +81 | 2.4% | Q1 2026 | May 11, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 3,446 | 395 | 0.05% | 0.04% | 227 | +570 | 19.82% | Q1 2026 | May 06, 2026 |
| Financial Freedom, LLC | History | No change | 3,355 | 385 | 0.19% | 0.18% | 228 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 3,344 | 383 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 3,333 | 382 | 0.0% | 0.0% | 230 | +3,151 | 1731.32% | Q1 2026 | May 14, 2026 |
| American Trust | History | Added to | 3,333 | 382 | 0.03% | 0.03% | 231 | +159 | 5.01% | Q1 2026 | May 01, 2026 |
| Advisor OS, LLC | History | Reduced | 3,278 | 376 | 0.03% | 0.03% | 232 | -38 | -1.15% | Q1 2026 | May 07, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 2,957 | 376 | 0.24% | 0.26% | 233 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Peak Planning Group, LLC | History | No change | 3,236 | 371 | 0.1% | 0.1% | 234 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fund Evaluation Group, LLC | History | New | 3,216 | 369 | 0.01% | — | 236 | +3,216 | New | Q1 2026 | May 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 3,214 | 369 | 0.0% | 0.0% | 235 | -1,685 | -34.39% | Q1 2026 | May 14, 2026 |
| Solutions 4 Wealth, Ltd | History | New | 3,144 | 361 | 0.54% | — | 237 | +3,144 | New | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | New | 3,019 | 346 | 0.0% | — | 239 | +3,019 | New | Q1 2026 | May 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 3,021 | 346 | 0.09% | 0.09% | 238 | -46 | -1.5% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,930 | 336 | 0.0% | 0.0% | 240 | +546 | 22.9% | Q1 2026 | May 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,906 | 333 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 2,825 | 324 | 0.07% | 0.07% | 242 | -144 | -4.85% | Q1 2026 | Apr 10, 2026 |
| Asset One Wealth Management LLC | History | No change | 2,576 | 321 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WNY Asset Management, LLC | History | New | 2,775 | 318 | 0.03% | — | 244 | +2,775 | New | Q1 2026 | May 22, 2026 |
| Prospera Financial Services Inc | History | Reduced | 2,761 | 317 | 0.01% | 0.01% | 245 | -140 | -4.83% | Q1 2026 | Apr 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 2,745 | 315 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,608 | 302 | 0.0% | 0.0% | 247 | +324 | 14.19% | Q1 2026 | Apr 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 2,574 | 295 | 0.01% | 0.01% | 248 | -451 | -14.91% | Q1 2026 | May 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 2,558 | 293 | 0.01% | — | 249 | +2,558 | New | Q1 2026 | Apr 30, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 2,508 | 287 | 0.04% | 0.05% | 250 | -739 | -22.76% | Q1 2026 | May 14, 2026 |
| Opulen Financial Group LLC | History | No change | 2,502 | 287 | 0.2% | 0.2% | 251 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sovran Advisors, LLC | History | Added to | 2,263 | 286 | 0.02% | 0.02% | 252 | +40 | 1.8% | Q1 2026 | May 01, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 2,486 | 285 | 0.04% | 0.04% | 253 | -301 | -10.8% | Q1 2026 | Apr 16, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 2,472 | 283 | 0.11% | 0.12% | 254 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 2,458 | 282 | 0.0% | 0.0% | 255 | -700 | -22.17% | Q1 2026 | Apr 20, 2026 |
| Virtu Financial LLC | History | New | 2,445 | 281 | 0.01% | — | 256 | +2,445 | New | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | New | 2,435 | 279 | 0.0% | — | 258 | +2,435 | New | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 2,431 | 279 | 0.0% | 0.0% | 257 | +106 | 4.56% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,405 | 276 | 0.01% | 0.01% | 259 | +994 | 70.45% | Q1 2026 | May 18, 2026 |
| Sage Mountain Advisors LLC | History | No change | 2,408 | 276 | 0.02% | 0.01% | 260 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cordatus Wealth Management LLC | History | No change | 2,335 | 268 | 0.06% | 0.06% | 261 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| 71 West Capital Partners | History | New | 2,319 | 266 | 0.01% | — | 263 | +2,319 | New | Q1 2026 | May 06, 2026 |
| Painted Porch Advisors LLC | History | No change | 2,317 | 266 | 0.13% | 0.1% | 262 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,315 | 265 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 2,283 | 262 | 0.05% | 0.05% | 265 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Valtrion Capital Management, LLC | History | Reduced | 2,278 | 261 | 0.25% | 0.46% | 267 | -1,855 | -44.88% | Q1 2026 | May 15, 2026 |
| Prostatis Group LLC | History | Reduced | 2,277 | 261 | 0.07% | 0.08% | 266 | -772 | -25.32% | Q1 2026 | May 12, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 2,242 | 257 | 0.16% | 0.2% | 268 | -696 | -23.69% | Q1 2026 | Apr 07, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 2,216 | 254 | 0.0% | — | 269 | +2,216 | New | Q1 2026 | Apr 14, 2026 |
| Continuum Advisory, LLC | History | No change | 2,207 | 253 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 2,201 | 252 | 0.01% | 0.01% | 271 | -702 | -24.18% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Reduced | 2,190 | 251 | 0.0% | 0.0% | 272 | -118 | -5.11% | Q1 2026 | May 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 2,264 | 251 | 0.16% | 0.16% | 273 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Glaxis Capital Management, LLC | History | No change | 2,179 | 250 | 0.31% | 0.41% | 274 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 2,261 | 250 | 0.18% | 0.18% | 275 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 2,175 | 249 | 0.17% | 0.14% | 276 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| JT Stratford LLC | History | Reduced | 2,127 | 244 | 0.03% | 0.03% | 277 | -10 | -0.47% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 2,110 | 242 | 0.0% | — | 278 | +2,110 | New | Q1 2026 | May 01, 2026 |
| Valued Retirements, Inc. | History | No change | 2,076 | 238 | 0.23% | 0.22% | 279 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 2,072 | 237 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| American State Bank (Iowa) | History | No change | 2,056 | 236 | 0.11% | 0.11% | 281 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 2,055 | 235 | 0.0% | 0.0% | 282 | +21 | 1.03% | Q1 2026 | May 05, 2026 |
| Legacy Edge Advisors, LLC | History | New | 2,045 | 234 | 0.02% | — | 285 | +2,045 | New | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | New | 2,040 | 234 | 0.0% | — | 284 | +2,040 | New | Q1 2026 | May 08, 2026 |
| VANGUARD GROUP INC | History | No change | 2,115 | 234 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 2,022 | 232 | 0.0% | — | 287 | +2,022 | New | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 2,022 | 232 | 0.01% | 0.01% | 286 | -151 | -6.95% | Q1 2026 | Apr 23, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 2,014 | 231 | 0.2% | 0.19% | 288 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 1,987 | 228 | 0.02% | 0.01% | 289 | -73 | -3.54% | Q1 2026 | May 14, 2026 |
| Lee-Kelleher Wealth Management | History | No change | 1,983 | 227 | 0.14% | 0.13% | 290 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 1,975 | 226 | 0.06% | 0.06% | 291 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,957 | 224 | 0.0% | 0.0% | 292 | -1,484 | -43.13% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 1,888 | 216 | 0.01% | — | 293 | +1,888 | New | Q1 2026 | May 14, 2026 |
| Accurate Wealth Management, LLC | History | No change | 1,714 | 206 | 0.02% | 0.03% | 294 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NWAM LLC | History | New | 1,775 | 203 | 0.01% | — | 295 | +1,775 | New | Q1 2026 | May 04, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 1,542 | 177 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,450 | 166 | 0.01% | 0.01% | 297 | -425 | -22.67% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,363 | 156 | 0.0% | 0.0% | 298 | -605 | -30.74% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | Added to | 1,351 | 155 | 0.0% | 0.0% | 299 | +184 | 15.77% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 8,229 | 154 | 0.01% | 0.0% | 301 | +1,074 | 15.01% | Q1 2026 | May 15, 2026 |