VANGUARD INDEX FUNDS - VO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 27,774,884 | 7,976,391 | 1.5% | 1.43% | 1 | +806,211 | 2.99% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 26,272,163 | 7,431,297 | 3.57% | 3.8% | 2 | +4,782,958 | 22.26% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 18,131,075 | 5,206,882 | 0.38% | 0.38% | 3 | +1,040 | 0.01% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 13,399,066 | 3,847,943 | 0.58% | 0.26% | 4 | +7,830,657 | 140.63% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 8,634,521 | 2,479,662 | 0.15% | 0.15% | 5 | +139,898 | 1.65% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 8,310,889 | 2,386,720 | 1.62% | 1.75% | 6 | -104,469 | -1.24% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,515,492 | 2,158,298 | 0.67% | 0.65% | 7 | +371,709 | 5.2% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,309,032 | 1,811,827 | 1.12% | 1.13% | 8 | +127,870 | 2.07% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,894,423 | 1,692,760 | 0.45% | 0.23% | 9 | +3,279,928 | 125.45% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Added to | 5,414,562 | 1,555,053 | 1.89% | 1.72% | 10 | +370,518 | 7.35% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 3,577,437 | 1,027,368 | 0.27% | 0.26% | 11 | +295,193 | 8.99% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,217,572 | 924,545 | 0.21% | 0.22% | 12 | -190,932 | -5.6% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 9,946,833 | 714,132 | 5.37% | 5.18% | 13 | +7,589,428 | 321.94% | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,459,597 | 703,724 | 0.95% | — | 14 | +2,459,597 | New | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,358,867 | 677,419 | 0.39% | 0.37% | 15 | +54,228 | 2.35% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,185,156 | 634,175 | 1.07% | 1.07% | 16 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 2,133,931 | 612,816 | 0.72% | 0.69% | 17 | +127,325 | 6.35% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,120,982 | 595,847 | 0.04% | 0.04% | 18 | -16,700 | -0.78% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,682,612 | 483,213 | 0.08% | 0.08% | 19 | +48,862 | 2.99% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,664,360 | 477,970 | 0.1% | 0.03% | 20 | +1,164,240 | 232.79% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 1,532,524 | 440,110 | 1.78% | 1.81% | 21 | +11,688 | 0.77% | Q1 2026 | May 14, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 1,396,617 | 401,080 | 11.04% | 11.02% | 22 | +45,832 | 3.39% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 1,384,756 | 397,674 | 0.42% | 0.41% | 23 | +105,621 | 8.26% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,374,859 | 394,832 | 1.52% | — | 24 | +1,374,859 | New | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 1,332,009 | 383,545 | 0.54% | 0.47% | 25 | +214,896 | 19.24% | Q1 2026 | May 15, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 1,185,900 | 340,566 | 7.86% | 7.92% | 26 | +9,467 | 0.8% | Q1 2026 | Apr 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,132,281 | 325,168 | 0.06% | 0.05% | 27 | +119,257 | 11.77% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,086,203 | 311,961 | 0.33% | 0.34% | 28 | +24,562 | 2.31% | Q1 2026 | May 05, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 1,055,840 | 303,216 | 1.97% | 1.76% | 29 | +110,359 | 11.67% | Q1 2026 | May 05, 2026 |
| Midwest Trust Co | History | Added to | 1,027,699 | 295,134 | 3.68% | 3.64% | 30 | +21,894 | 2.18% | Q1 2026 | May 01, 2026 |
| Border to Coast Pensions Partnership Ltd | History | Reduced | 1,018,187 | 293,299 | 4.95% | 5.79% | 31 | -124,895 | -10.93% | Q1 2026 | Apr 22, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 4,033,067 | 289,534 | 0.4% | 1.38% | 32 | +672,264 | 20.0% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,005,627 | 288,795 | 0.4% | 0.4% | 33 | -37,922 | -3.63% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 901,190 | 258,803 | 0.03% | 0.03% | 34 | +77,842 | 9.45% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 879,890 | 252,686 | 0.09% | 0.09% | 35 | -61,924 | -6.57% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 798,721 | 229,377 | 0.41% | 0.39% | 36 | +61,244 | 8.3% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 742,197 | 213,144 | 1.13% | 1.13% | 37 | +188,019 | 33.93% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 732,859 | 210,626 | 0.31% | 0.31% | 38 | -7,533 | -1.02% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 725,600 | 208,391 | 0.19% | 0.19% | 39 | +14,097 | 1.98% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 709,749 | 203,825 | 1.86% | 2.57% | 40 | +8,128 | 1.16% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 626,685 | 179,971 | 0.28% | 0.25% | 41 | +73,880 | 13.36% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 619,350 | 177,864 | 0.33% | 0.39% | 42 | +196,245 | 46.38% | Q1 2026 | May 01, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 618,508 | 177,623 | 1.39% | 1.39% | 43 | +16,421 | 2.73% | Q1 2026 | May 01, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 615,408 | 176,732 | 5.18% | 4.78% | 44 | +62,950 | 11.39% | Q1 2026 | Apr 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 597,960 | 171,724 | 0.68% | 0.66% | 45 | +3,853 | 0.65% | Q1 2026 | May 11, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 561,597 | 161,279 | 1.09% | 1.15% | 46 | -5,618 | -0.99% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Added to | 557,550 | 160,117 | 0.01% | 0.01% | 47 | +34,126 | 6.52% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Added to | 549,716 | 157,867 | 0.15% | 0.12% | 48 | +8,397 | 1.55% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 514,389 | 147,722 | 4.02% | 3.89% | 49 | -6,855 | -1.32% | Q1 2026 | Apr 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 494,879 | 140,168 | 0.2% | 0.2% | 50 | -23,879 | -4.6% | Q1 2026 | May 15, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 475,299 | 136,496 | 4.53% | 4.46% | 51 | +9,768 | 2.1% | Q1 2026 | Apr 22, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 472,704 | 135,751 | 2.12% | 2.18% | 52 | +40,073 | 9.26% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 463,622 | 133,142 | 0.18% | 0.19% | 53 | -16,511 | -3.44% | Q1 2026 | Apr 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 441,989 | 126,930 | 1.44% | 1.41% | 54 | +820 | 0.19% | Q1 2026 | May 05, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 433,617 | 124,526 | 7.68% | 7.41% | 55 | +11,685 | 2.77% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,616,123 | 123,794 | 2.76% | 2.84% | 56 | +1,229,641 | 318.16% | Q1 2026 | May 04, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 421,239 | 120,971 | 2.6% | 2.62% | 57 | +41,624 | 10.96% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 421,239 | 120,971 | 2.25% | 2.26% | 58 | +41,624 | 10.96% | Q1 2026 | May 06, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 387,226 | 111,203 | 10.61% | 10.73% | 59 | +4,366 | 1.14% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 384,681 | 110,473 | 0.27% | 0.27% | 60 | -22,793 | -5.59% | Q1 2026 | Apr 22, 2026 |
| Equitable Holdings, Inc. | History | Added to | 375,949 | 109,062 | 0.7% | 0.67% | 61 | +37,528 | 11.09% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 365,964 | 105,097 | 0.4% | 0.4% | 62 | +32,557 | 9.76% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Added to | 358,773 | 103,032 | 0.77% | 0.73% | 63 | +45,536 | 14.54% | Q1 2026 | Apr 15, 2026 |
| National Philanthropic Trust | History | Added to | 356,234 | 102,303 | 1.09% | 0.98% | 64 | +13,826 | 4.04% | Q1 2026 | May 15, 2026 |
| COUNTRY TRUST BANK | History | Added to | 356,121 | 102,270 | 1.94% | 1.83% | 65 | +8,011 | 2.3% | Q1 2026 | Apr 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 355,422 | 102,070 | 0.76% | 0.81% | 66 | +12,100 | 3.52% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 335,502 | 96,349 | 0.27% | 0.27% | 67 | -48,541 | -12.64% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 333,471 | 95,765 | 0.17% | 0.18% | 68 | +2,209 | 0.67% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 331,136 | 95,095 | 0.14% | 0.2% | 69 | -120,772 | -26.72% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 329,555 | 94,641 | 0.41% | 0.65% | 70 | -199,595 | -37.72% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 327,441 | 94,035 | 0.24% | 0.22% | 71 | +40,068 | 13.94% | Q1 2026 | Apr 30, 2026 |
| CENTRAL TRUST Co | History | Added to | 314,554 | 90,333 | 1.78% | 1.69% | 72 | +17,514 | 5.9% | Q1 2026 | Apr 17, 2026 |
| Pine Ridge Advisers LLC | History | No change | 306,122 | 87,912 | 5.41% | 5.3% | 73 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 299,951 | 86,139 | 8.3% | 7.76% | 74 | +12,393 | 4.31% | Q1 2026 | May 04, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 299,831 | 86,105 | 5.53% | 5.85% | 75 | -19,607 | -6.14% | Q1 2026 | May 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 297,343 | 85,391 | 3.12% | 6.86% | 76 | -332,670 | -52.8% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 293,738 | 84,360 | 0.05% | 0.03% | 77 | +91,406 | 45.18% | Q1 2026 | May 04, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 1,021,155 | 78,679 | 3.02% | 3.1% | 78 | +763,453 | 296.25% | Q1 2026 | Apr 24, 2026 |
| &PARTNERS | History | Added to | 270,338 | 77,581 | 0.38% | 0.39% | 79 | +16,630 | 6.55% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 269,885 | 77,505 | 0.16% | 0.2% | 80 | -63,249 | -18.99% | Q1 2026 | May 06, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 261,130 | 74,991 | 2.98% | 3.12% | 81 | -18,526 | -6.62% | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | Added to | 258,040 | 74,104 | 0.14% | 0.14% | 82 | +472 | 0.18% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | Added to | 254,864 | 73,126 | 3.18% | 3.24% | 83 | +2,659 | 1.05% | Q1 2026 | May 08, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 253,783 | 72,881 | 11.52% | 11.13% | 84 | +8,998 | 3.68% | Q1 2026 | Apr 29, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 253,498 | 72,799 | 1.93% | 1.74% | 85 | +18,795 | 8.01% | Q1 2026 | May 01, 2026 |
| Performa Ltd (US), LLC | History | Added to | 249,449 | 71,636 | 16.21% | 15.76% | 86 | +35,391 | 16.53% | Q1 2026 | May 06, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 246,030 | 70,654 | 7.79% | 7.94% | 87 | +3,468 | 1.43% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 245,379 | 70,468 | 0.9% | 0.89% | 88 | +1,190 | 0.49% | Q1 2026 | May 15, 2026 |
| PDS Planning, Inc | History | Added to | 233,271 | 66,990 | 4.42% | 4.42% | 89 | +5,488 | 2.41% | Q1 2026 | Apr 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 227,222 | 65,248 | 0.12% | 0.12% | 90 | -1,519 | -0.66% | Q1 2026 | May 01, 2026 |
| DAVENPORT & Co LLC | History | Added to | 224,445 | 64,456 | 0.35% | 0.3% | 91 | +30,801 | 15.91% | Q1 2026 | Apr 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 215,385 | 61,852 | 0.05% | 0.06% | 92 | -21,645 | -9.13% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 209,756 | 60,237 | 0.28% | 0.3% | 93 | -11,529 | -5.21% | Q1 2026 | Apr 24, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 207,492 | 59,587 | 0.83% | 0.78% | 94 | +7,059 | 3.52% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 199,790 | 57,982 | 0.23% | 0.23% | 95 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AMG National Trust Bank | History | Added to | 199,553 | 57,307 | 1.24% | 1.17% | 96 | +27,580 | 16.04% | Q1 2026 | May 04, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 193,401 | 55,541 | 2.28% | 2.32% | 97 | +1,409 | 0.73% | Q1 2026 | May 12, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 192,964 | 55,415 | 2.32% | 2.68% | 98 | -19,230 | -9.06% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 191,884 | 55,104 | 0.28% | 0.28% | 99 | +16,805 | 9.6% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 191,846 | 55,094 | 0.3% | 0.3% | 100 | +3,494 | 1.86% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 199,341 | 53,483 | 0.06% | 0.06% | 101 | +6,851 | 3.56% | Q1 2026 | May 14, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 185,999 | 53,415 | 1.78% | 2.12% | 102 | -36,981 | -16.58% | Q1 2026 | May 14, 2026 |
| New Hampshire Trust | History | Added to | 178,603 | 51,291 | 10.34% | 9.95% | 103 | +2,338 | 1.33% | Q1 2026 | Apr 20, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 176,926 | 50,809 | 0.43% | 0.41% | 104 | +14,830 | 9.15% | Q1 2026 | May 07, 2026 |
| CX Institutional | History | Reduced | 176,404 | 50,660 | 1.55% | 2.19% | 105 | -76,641 | -30.29% | Q1 2026 | Apr 06, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 164,192 | 50,643 | 15.22% | 15.22% | 106 | +7,665 | 4.9% | Q1 2026 | May 12, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 174,767 | 50,189 | 10.68% | 10.74% | 107 | +2,508 | 1.46% | Q1 2026 | May 04, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Reduced | 173,409 | 49,799 | 10.35% | 10.56% | 108 | -2,541 | -1.44% | Q1 2026 | May 11, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 167,789 | 48,185 | 5.03% | 4.98% | 109 | +2,751 | 1.67% | Q1 2026 | May 04, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 161,267 | 46,312 | 4.77% | 4.88% | 110 | -288 | -0.18% | Q1 2026 | May 07, 2026 |
| Lido Advisors, LLC | History | Added to | 159,510 | 45,808 | 0.14% | 0.12% | 111 | +18,701 | 13.28% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 158,461 | 45,506 | 0.0% | 0.0% | 112 | +54,186 | 51.96% | Q1 2026 | May 13, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 158,306 | 45,462 | 1.88% | 1.95% | 113 | -2,504 | -1.56% | Q1 2026 | Apr 28, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 151,801 | 45,304 | 6.32% | 6.32% | 114 | +693 | 0.46% | Q1 2026 | Apr 13, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 156,490 | 44,941 | 3.77% | 3.68% | 115 | -623 | -0.4% | Q1 2026 | Apr 21, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 156,396 | 44,913 | 0.12% | 0.11% | 116 | +17,564 | 12.65% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 152,325 | 44,020 | 0.42% | 0.3% | 117 | +54,588 | 55.85% | Q1 2026 | Apr 07, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 152,502 | 43,795 | 0.52% | 0.5% | 118 | -355 | -0.23% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 149,324 | 43,297 | 0.09% | 0.09% | 119 | -78,768 | -34.53% | Q1 2026 | Apr 08, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 149,604 | 42,963 | 0.49% | 0.9% | 120 | -102,640 | -40.69% | Q1 2026 | Apr 23, 2026 |
| WESBANCO BANK INC | History | Added to | 149,322 | 42,882 | 1.19% | 1.13% | 121 | +7,547 | 5.32% | Q1 2026 | Apr 21, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 148,780 | 42,726 | 3.73% | 3.75% | 122 | +8,585 | 6.12% | Q1 2026 | Apr 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 143,176 | 42,700 | 2.41% | 2.38% | 123 | +3,865 | 2.77% | Q1 2026 | Apr 17, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 147,086 | 42,649 | 5.28% | 5.37% | 124 | +4,282 | 3.0% | Q1 2026 | Apr 07, 2026 |
| Larson Financial Group LLC | History | Reduced | 148,480 | 42,640 | 1.36% | 1.8% | 125 | -37,888 | -20.33% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 148,085 | 42,527 | 0.53% | 0.5% | 126 | +9,117 | 6.56% | Q1 2026 | Apr 28, 2026 |
| Apella Capital, LLC | History | Added to | 137,563 | 42,242 | 0.63% | 0.78% | 127 | +2,308 | 1.71% | Q1 2026 | Apr 20, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 144,092 | 41,586 | 1.53% | 0.54% | 128 | +132,400 | 1132.4% | Q1 2026 | May 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 143,631 | 41,247 | 2.49% | 2.59% | 129 | -2,228 | -1.53% | Q1 2026 | May 12, 2026 |
| Perkins Coie Trust Co | History | Added to | 143,333 | 41,160 | 7.91% | 7.68% | 130 | +1,220 | 0.86% | Q1 2026 | Apr 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 141,538 | 41,077 | 0.19% | 0.19% | 131 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealthquest Corp | History | No change | 140,437 | 40,757 | 3.08% | 3.08% | 132 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ballast, Inc. | History | Added to | 140,974 | 40,484 | 9.36% | 9.38% | 133 | +2,949 | 2.14% | Q1 2026 | May 15, 2026 |
| Fidato Wealth LLC | History | Added to | 140,240 | 40,274 | 26.15% | 25.67% | 134 | +1,785 | 1.29% | Q1 2026 | May 07, 2026 |
| DT Investment Partners, LLC | History | Added to | 138,159 | 39,676 | 3.3% | 3.16% | 135 | +6,543 | 4.97% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 137,341 | 39,441 | 0.11% | 0.1% | 136 | +8,557 | 6.64% | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 136,303 | 39,143 | 0.93% | 0.93% | 137 | +5,368 | 4.1% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 134,105 | 38,512 | 0.22% | 0.21% | 138 | +6,569 | 5.15% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 133,777 | 38,418 | 0.01% | 0.0% | 139 | -583 | -0.43% | Q1 2026 | May 14, 2026 |
| Fulcrum Capital LLC | History | Reduced | 132,375 | 38,015 | 8.25% | 7.91% | 140 | -3,358 | -2.47% | Q1 2026 | Apr 30, 2026 |
| IFC Advisors LLC | History | Reduced | 131,097 | 37,648 | 5.39% | 5.58% | 141 | -575 | -0.44% | Q1 2026 | May 04, 2026 |
| SP Asset Management LLC | History | Added to | 130,890 | 37,588 | 3.32% | 2.93% | 142 | +3,105 | 2.43% | Q1 2026 | May 06, 2026 |
| Enclave Advisors LLC | History | Added to | 130,532 | 37,486 | 5.14% | 4.9% | 143 | +11,405 | 9.57% | Q1 2026 | Apr 13, 2026 |
| Marquette Asset Management, LLC | History | Added to | 129,447 | 37,174 | 5.56% | 5.5% | 144 | +1,006 | 0.78% | Q1 2026 | Apr 23, 2026 |
| Arax Advisory Partners | History | Reduced | 128,742 | 36,971 | 1.04% | 1.51% | 145 | -50,452 | -28.15% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Added to | 127,839 | 36,712 | 0.47% | 0.48% | 146 | +14,415 | 12.71% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 126,900 | 36,443 | 0.4% | 0.37% | 147 | +31,631 | 33.2% | Q1 2026 | May 15, 2026 |
| TL Private Wealth | History | Reduced | 121,677 | 36,101 | 14.25% | 14.37% | 148 | -3,357 | -2.68% | Q1 2026 | Apr 13, 2026 |
| GenTrust, LLC | History | Added to | 125,083 | 35,921 | 1.54% | 1.52% | 149 | +3,642 | 3.0% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 124,320 | 35,710 | 0.27% | 0.29% | 150 | -7,609 | -5.77% | Q1 2026 | May 14, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 123,931 | 35,590 | 2.42% | 2.29% | 151 | +7,243 | 6.21% | Q1 2026 | May 15, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 118,112 | 35,225 | 2.58% | 2.53% | 152 | +1,747 | 1.5% | Q1 2026 | Apr 13, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 122,630 | 35,217 | 6.36% | 6.57% | 153 | +3,260 | 2.73% | Q1 2026 | Apr 13, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 121,876 | 35,000 | 0.16% | 0.15% | 154 | -638 | -0.52% | Q1 2026 | May 07, 2026 |
| American Trust | History | Added to | 119,379 | 34,283 | 3.03% | 2.91% | 155 | +299 | 0.25% | Q1 2026 | May 01, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 116,327 | 33,406 | 4.93% | 4.69% | 156 | +7,257 | 6.65% | Q1 2026 | Apr 24, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 116,309 | 33,401 | 2.0% | 1.92% | 157 | +7,772 | 7.16% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 115,308 | 33,114 | 0.18% | 0.07% | 158 | +77,140 | 202.11% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 114,341 | 32,836 | 1.46% | 1.46% | 159 | +2,384 | 2.13% | Q1 2026 | May 05, 2026 |
| HB Wealth Management, LLC | History | Reduced | 113,646 | 32,636 | 0.21% | 0.22% | 160 | -2,066 | -1.79% | Q1 2026 | Apr 27, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 107,901 | 32,280 | 2.17% | 2.17% | 161 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 112,404 | 32,280 | 2.95% | 2.82% | 162 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Blankinship & Foster, LLC | History | Added to | 112,124 | 32,199 | 7.12% | 6.92% | 163 | +1,716 | 1.55% | Q1 2026 | Apr 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 109,551 | 31,460 | 0.05% | 0.05% | 164 | -1,657 | -1.49% | Q1 2026 | May 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 108,331 | 31,439 | 2.3% | 2.3% | 165 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | Added to | 107,478 | 31,316 | 0.35% | 0.35% | 166 | +689 | 0.65% | Q1 2026 | Apr 28, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 108,081 | 31,038 | 6.31% | 6.17% | 167 | +316 | 0.29% | Q1 2026 | Apr 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 107,724 | 30,936 | 0.19% | 0.19% | 168 | -52 | -0.05% | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 106,434 | 30,565 | 0.76% | 0.43% | 169 | +46,498 | 77.58% | Q1 2026 | Apr 29, 2026 |
| TRB Wealth Management, LLC | History | New | 106,033 | 30,450 | 4.33% | — | 170 | +106,033 | New | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 105,782 | 30,378 | 0.63% | 0.6% | 171 | +8,691 | 8.95% | Q1 2026 | Apr 27, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 105,414 | 30,272 | 0.01% | 0.0% | 172 | +54,965 | 108.95% | Q1 2026 | May 13, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Added to | 101,588 | 29,174 | 10.82% | 10.61% | 173 | +2,954 | 2.99% | Q1 2026 | Apr 14, 2026 |
| ProVise Management Group, LLC | History | Added to | 100,838 | 28,958 | 2.08% | 2.05% | 174 | +1,376 | 1.38% | Q1 2026 | May 06, 2026 |
| BOKF, NA | History | Added to | 100,708 | 28,921 | 0.44% | 0.39% | 175 | +12,581 | 14.28% | Q1 2026 | May 08, 2026 |
| Advantage Trust Co | History | Reduced | 98,810 | 28,376 | 12.72% | 13.53% | 176 | -4,705 | -4.55% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 98,664 | 28,334 | 0.23% | 0.26% | 177 | +22,395 | 29.36% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Reduced | 98,652 | 28,330 | 1.39% | 1.44% | 178 | -1,594 | -1.59% | Q1 2026 | May 04, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 97,156 | 27,901 | 1.72% | 1.72% | 179 | +2,621 | 2.77% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 96,343 | 27,667 | 0.27% | 0.26% | 180 | +4,455 | 4.85% | Q1 2026 | May 08, 2026 |
| BCK Partners, Inc. | History | Added to | 96,187 | 27,622 | 14.91% | 14.91% | 181 | +1,130 | 1.19% | Q1 2026 | Apr 27, 2026 |
| Round Rock Advisors LLC | History | Added to | 95,957 | 27,557 | 4.22% | 4.14% | 182 | +1,210 | 1.28% | Q1 2026 | May 15, 2026 |
| Integrated Capital Management, LLC | History | Added to | 94,222 | 27,058 | 11.41% | 8.43% | 183 | +26,665 | 39.47% | Q1 2026 | Apr 17, 2026 |
| Zhang Financial LLC | History | Added to | 93,967 | 26,985 | 0.93% | 1.0% | 184 | +1,613 | 1.75% | Q1 2026 | May 06, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 92,791 | 26,647 | 1.05% | 1.06% | 185 | -848 | -0.91% | Q1 2026 | Apr 13, 2026 |
| Wolff Financial Management LLC | History | Added to | 91,482 | 26,271 | 5.81% | 5.81% | 186 | +2,542 | 2.86% | Q1 2026 | Apr 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 90,740 | 26,058 | 0.37% | 0.42% | 187 | +42 | 0.05% | Q1 2026 | Apr 10, 2026 |
| Pacific Center for Financial Services | History | Reduced | 90,146 | 25,888 | 6.57% | 6.9% | 188 | -1,941 | -2.11% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 89,910 | 25,820 | 0.6% | 1.18% | 189 | +5,611 | 6.66% | Q1 2026 | Apr 27, 2026 |
| Stephens Consulting, LLC | History | No change | 88,518 | 25,689 | 8.3% | 8.3% | 190 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 89,427 | 25,681 | 1.86% | 1.89% | 191 | -11,699 | -11.57% | Q1 2026 | Apr 16, 2026 |
| Glenview Trust Co | History | Added to | 88,539 | 25,426 | 0.4% | 0.4% | 192 | +161 | 0.18% | Q1 2026 | May 08, 2026 |
| Facet Wealth, Inc. | History | Added to | 88,471 | 25,406 | 0.44% | 0.43% | 193 | +6,847 | 8.39% | Q1 2026 | May 07, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 88,193 | 25,327 | 2.4% | 2.28% | 194 | +5,872 | 7.13% | Q1 2026 | May 04, 2026 |
| Trust Co of the South | History | Reduced | 87,750 | 25,200 | 4.05% | 4.32% | 195 | -4,727 | -5.11% | Q1 2026 | Apr 06, 2026 |
| Callan Family Office, LLC | History | Reduced | 87,720 | 25,191 | 0.57% | 0.55% | 196 | -969 | -1.09% | Q1 2026 | May 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 87,154 | 25,028 | 1.52% | 1.04% | 197 | -1,406,675 | -94.17% | Q1 2026 | May 12, 2026 |
| Cadence Bank | History | No change | 84,854 | 24,626 | 1.44% | 1.44% | 198 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Added to | 85,391 | 24,522 | 0.06% | 0.07% | 199 | +574 | 0.68% | Q1 2026 | May 14, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 84,571 | 24,287 | 1.28% | 1.28% | 200 | +1,203 | 1.44% | Q1 2026 | Apr 17, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 84,386 | 24,234 | 0.39% | 0.45% | 201 | +9,175 | 12.2% | Q1 2026 | Apr 21, 2026 |
| SHP Wealth Management | History | Added to | 83,709 | 24,042 | 1.81% | 1.79% | 202 | +4,360 | 5.49% | Q1 2026 | May 08, 2026 |
| American Financial Advisors, LLC | History | Reduced | 82,968 | 23,826 | 3.18% | 3.13% | 203 | -462 | -0.55% | Q1 2026 | May 13, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 82,268 | 23,625 | 4.56% | 4.45% | 204 | +7,365 | 9.83% | Q1 2026 | Apr 21, 2026 |
| COMMERCE BANK | History | Added to | 80,403 | 23,090 | 0.11% | 0.08% | 205 | +31,088 | 63.04% | Q1 2026 | May 11, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 80,384 | 23,084 | 1.93% | 1.88% | 206 | +260 | 0.32% | Q1 2026 | May 11, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 80,144 | 23,015 | 2.74% | 2.64% | 207 | +1,391 | 1.77% | Q1 2026 | Apr 21, 2026 |
| GeoWealth Management, LLC | History | Added to | 80,082 | 22,997 | 0.83% | 0.84% | 208 | +1,102 | 1.4% | Q1 2026 | May 13, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 79,241 | 22,756 | 13.01% | 11.29% | 209 | -3,416 | -4.13% | Q1 2026 | Apr 14, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 78,552 | 22,558 | 2.98% | 2.48% | 210 | +16,959 | 27.53% | Q1 2026 | May 11, 2026 |
| Mason & Associates, LLC | History | Added to | 78,207 | 22,459 | 5.14% | 5.06% | 211 | +1,454 | 1.89% | Q1 2026 | Apr 21, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 77,424 | 22,234 | 3.22% | 1.6% | 212 | +37,554 | 94.19% | Q1 2026 | May 04, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 77,065 | 22,131 | 2.23% | 2.76% | 213 | -18,441 | -19.31% | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 76,855 | 22,071 | 0.27% | 0.29% | 214 | -1,116 | -1.43% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 76,558 | 21,986 | 0.04% | 0.04% | 215 | +12,040 | 18.66% | Q1 2026 | May 15, 2026 |
| FIDELIS iM, LLC | History | Added to | 75,561 | 21,699 | 8.21% | 8.23% | 216 | +2,550 | 3.49% | Q1 2026 | Apr 29, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 75,379 | 21,647 | 0.9% | 0.82% | 217 | +2,787 | 3.84% | Q1 2026 | Apr 21, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 74,895 | 21,508 | 4.14% | 4.21% | 218 | +2,925 | 4.06% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 73,752 | 21,489 | 0.44% | 0.46% | 219 | +225 | 0.31% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 242,448 | 21,224 | 0.98% | 0.33% | 220 | -72,440 | -23.01% | Q1 2026 | May 15, 2026 |
| Simmons Bank | History | Reduced | 73,772 | 21,185 | 1.42% | 1.43% | 221 | -129 | -0.17% | Q1 2026 | Apr 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 73,732 | 21,174 | 0.98% | 0.94% | 222 | +2,895 | 4.09% | Q1 2026 | Apr 29, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 73,709 | 21,167 | 0.29% | 0.25% | 223 | +6,224 | 9.22% | Q1 2026 | May 04, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 72,986 | 20,960 | 4.56% | 4.65% | 224 | +3,149 | 4.51% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 72,761 | 20,895 | 0.26% | 0.25% | 225 | +4,287 | 6.26% | Q1 2026 | Apr 20, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 70,754 | 20,319 | 2.51% | 2.54% | 226 | +1,858 | 2.7% | Q1 2026 | May 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 70,554 | 20,261 | 0.63% | 0.65% | 227 | -453 | -0.64% | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | Added to | 281,856 | 20,237 | 0.23% | 0.5% | 228 | +146,665 | 108.49% | Q1 2026 | May 14, 2026 |
| Twele Capital Management, Inc. | History | Added to | 70,303 | 20,189 | 3.6% | 3.62% | 229 | +566 | 0.81% | Q1 2026 | Apr 07, 2026 |
| Jefferies Financial Group Inc. | History | New | 70,000 | 20,102 | 0.14% | — | 230 | +70,000 | New | Q1 2026 | May 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 69,879 | 20,067 | 0.59% | 0.57% | 231 | -192 | -0.27% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 69,834 | 20,054 | 0.24% | 0.27% | 232 | +5,302 | 8.22% | Q1 2026 | Apr 23, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 69,315 | 19,905 | 3.72% | 3.83% | 233 | -626 | -0.9% | Q1 2026 | Apr 28, 2026 |
| Ballentine Partners, LLC | History | Added to | 69,298 | 19,901 | 0.28% | 0.27% | 234 | +3,948 | 6.04% | Q1 2026 | May 14, 2026 |
| Wellington Grp LLC | History | Added to | 69,082 | 19,838 | 6.11% | 5.88% | 235 | +8,217 | 13.5% | Q1 2026 | May 22, 2026 |
| FIRST HORIZON CORP | History | Added to | 68,954 | 19,802 | 0.83% | 0.2% | 236 | +53,784 | 354.54% | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | Added to | 68,163 | 19,575 | 0.32% | 0.31% | 237 | +3,246 | 5.0% | Q1 2026 | Apr 27, 2026 |
| BESSEMER GROUP INC | History | Reduced | 68,127 | 19,565 | 0.03% | 0.03% | 238 | -270 | -0.39% | Q1 2026 | May 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 67,917 | 19,524 | 0.19% | 0.21% | 239 | +1,091 | 1.63% | Q1 2026 | May 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 67,444 | 19,368 | 1.65% | 1.79% | 240 | -6,533 | -8.83% | Q1 2026 | May 15, 2026 |
| Veracity Capital LLC | History | Reduced | 66,545 | 19,110 | 6.83% | 6.35% | 241 | -7,768 | -10.45% | Q1 2026 | Apr 09, 2026 |
| Visionary Wealth Advisors | History | Added to | 65,863 | 18,914 | 0.84% | 0.86% | 242 | +87 | 0.13% | Q1 2026 | May 13, 2026 |
| INTRUST BANK NA | History | Reduced | 65,782 | 18,891 | 1.54% | 1.61% | 243 | -1,266 | -1.89% | Q1 2026 | May 06, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 64,983 | 18,661 | 2.29% | 2.3% | 244 | -33 | -0.05% | Q1 2026 | Apr 10, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Reduced | 64,389 | 18,491 | 2.99% | 3.14% | 245 | -5,229 | -7.51% | Q1 2026 | May 08, 2026 |
| Carnegie Investment Counsel | History | Added to | 64,366 | 18,484 | 0.36% | 0.28% | 246 | +12,005 | 22.93% | Q1 2026 | May 01, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 64,293 | 18,463 | 0.22% | 0.23% | 247 | -4,854 | -7.02% | Q1 2026 | May 06, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 64,185 | 18,432 | 0.31% | 0.15% | 248 | +32,856 | 104.87% | Q1 2026 | May 05, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 64,157 | 18,424 | 7.07% | — | 249 | +64,157 | New | Q1 2026 | Apr 28, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 64,074 | 18,400 | 0.79% | 0.81% | 250 | +129 | 0.2% | Q1 2026 | May 11, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 64,025 | 18,386 | 1.99% | 1.8% | 251 | +8,392 | 15.08% | Q1 2026 | Apr 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 63,849 | 18,335 | 0.33% | 0.35% | 252 | +540 | 0.85% | Q1 2026 | May 11, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 63,826 | 18,329 | 1.19% | 1.17% | 253 | +3,138 | 5.17% | Q1 2026 | May 07, 2026 |
| Independent Advisor Alliance | History | Added to | 63,810 | 18,325 | 0.2% | 0.02% | 254 | +61,500 | 2662.34% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 63,071 | 18,304 | 0.01% | 0.01% | 255 | +1,653 | 2.69% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 63,721 | 18,299 | 0.02% | 0.01% | 256 | +2,787 | 4.57% | Q1 2026 | May 14, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 63,394 | 18,205 | 9.35% | 9.54% | 257 | +1,655 | 2.68% | Q1 2026 | Apr 21, 2026 |
| Single Point Partners, LLC | History | Reduced | 63,373 | 18,199 | 3.62% | 3.65% | 258 | -263 | -0.41% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 62,756 | 18,022 | 0.93% | 0.92% | 259 | +3,283 | 5.52% | Q1 2026 | Apr 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 62,392 | 17,917 | 0.19% | 0.2% | 260 | +1,341 | 2.2% | Q1 2026 | Apr 20, 2026 |
| CHOREO, LLC | History | Added to | 62,050 | 17,817 | 0.22% | 0.23% | 261 | +1,241 | 2.04% | Q1 2026 | May 12, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 61,459 | 17,649 | 5.28% | 5.28% | 262 | -9 | -0.01% | Q1 2026 | May 05, 2026 |
| Wedmont Private Capital | History | Added to | 59,116 | 17,643 | 0.57% | 0.57% | 263 | +3,984 | 7.23% | Q1 2026 | Apr 09, 2026 |
| AJ Advisors, LLC | History | Added to | 61,318 | 17,609 | 6.53% | 6.34% | 264 | +2,143 | 3.62% | Q1 2026 | Apr 22, 2026 |
| Crane Advisory, LLC | History | Reduced | 58,103 | 17,591 | 2.63% | 2.64% | 265 | -238 | -0.41% | Q1 2026 | Apr 20, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 60,987 | 17,514 | 4.41% | 2.37% | 266 | +28,473 | 87.57% | Q1 2026 | Apr 16, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 60,187 | 17,451 | 7.22% | 7.07% | 267 | +2,132 | 3.67% | Q1 2026 | Apr 15, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 58,438 | 17,440 | 3.31% | 3.33% | 268 | +573 | 0.99% | Q1 2026 | Apr 09, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 60,706 | 17,433 | 11.27% | 10.69% | 269 | +3,914 | 6.89% | Q1 2026 | May 08, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 60,276 | 17,310 | 0.32% | 0.33% | 270 | -3,139 | -4.95% | Q1 2026 | May 07, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 60,123 | 17,266 | 3.89% | 2.51% | 271 | +23,357 | 63.53% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 59,963 | 17,220 | 0.27% | 0.23% | 272 | +20,181 | 50.73% | Q1 2026 | May 15, 2026 |
| HILLMAN CO | History | No change | 59,730 | 17,153 | 6.67% | 6.01% | 273 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Caprock Group, LLC | History | Added to | 59,508 | 17,089 | 0.41% | 0.36% | 274 | +1,358 | 2.34% | Q1 2026 | May 11, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 59,394 | 17,056 | 3.99% | 3.93% | 275 | +2,970 | 5.26% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 58,887 | 16,911 | 0.0% | 0.0% | 276 | -17,373 | -22.78% | Q1 2026 | May 15, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 58,327 | 16,750 | 0.51% | 0.51% | 277 | -1,747 | -2.91% | Q1 2026 | Apr 24, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 58,175 | 16,706 | 1.24% | 2.36% | 278 | -29,462 | -33.62% | Q1 2026 | May 19, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 58,009 | 16,659 | 3.74% | 3.57% | 279 | +100 | 0.17% | Q1 2026 | Apr 23, 2026 |
| Investments & Financial Planning, LLC | History | Added to | 57,866 | 16,617 | 9.05% | 8.92% | 280 | +581 | 1.01% | Q1 2026 | May 11, 2026 |
| Asset Management Group, Inc. | History | Added to | 57,544 | 16,525 | 2.67% | 2.4% | 281 | +6,359 | 12.42% | Q1 2026 | May 15, 2026 |
| DORVAL Corp | History | Added to | 57,494 | 16,511 | 5.12% | 5.27% | 282 | +651 | 1.15% | Q1 2026 | Apr 22, 2026 |
| Sylvest Advisors, LLC | History | Added to | 57,244 | 16,439 | 8.74% | 8.75% | 283 | +703 | 1.24% | Q1 2026 | Apr 22, 2026 |
| Napier Financial, LLC | History | Added to | 57,182 | 16,421 | 3.77% | 4.11% | 284 | +515 | 0.91% | Q1 2026 | May 05, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 57,029 | 16,377 | 5.46% | 4.8% | 286 | +2,393 | 4.38% | Q1 2026 | May 13, 2026 |
| Sierra Capital LLC | History | Reduced | 57,025 | 16,377 | 1.78% | 1.77% | 285 | -633 | -1.1% | Q1 2026 | May 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 56,636 | 16,264 | 1.76% | 1.71% | 287 | +2,646 | 4.9% | Q1 2026 | May 12, 2026 |
| EnRich Financial Partners LLC | History | Added to | 56,367 | 16,187 | 4.29% | 4.34% | 288 | +1,451 | 2.64% | Q1 2026 | May 05, 2026 |
| Field & Main Bank | History | Added to | 55,822 | 16,030 | 4.66% | 4.39% | 289 | +3,318 | 6.32% | Q1 2026 | Apr 10, 2026 |
| Argent Trust Co | History | Added to | 55,790 | 16,021 | 0.54% | 0.35% | 290 | +20,874 | 59.78% | Q1 2026 | May 13, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 55,782 | 16,019 | 6.46% | 6.34% | 291 | +640 | 1.16% | Q1 2026 | Apr 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 55,429 | 15,918 | 0.29% | 0.29% | 292 | +325 | 0.59% | Q1 2026 | May 07, 2026 |
| Serenity Investment Advisors | History | No change | 53,473 | 15,882 | 9.27% | 9.27% | 293 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 55,286 | 15,876 | 2.08% | 1.93% | 294 | +1,701 | 3.17% | Q1 2026 | May 08, 2026 |
| James J. Burns & Company, LLC | History | Added to | 55,011 | 15,798 | 2.14% | 2.11% | 295 | +2,220 | 4.21% | Q1 2026 | Apr 17, 2026 |
| VANGUARD GROUP INC | History | No change | 54,216 | 15,734 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 54,510 | 15,654 | 0.3% | 0.31% | 297 | +384 | 0.71% | Q1 2026 | Apr 14, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 54,114 | 15,540 | 4.04% | 4.38% | 298 | +177 | 0.33% | Q1 2026 | May 11, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 53,967 | 15,503 | 3.35% | 3.22% | 299 | +4,617 | 9.36% | Q1 2026 | Apr 27, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 53,861 | 15,467 | 3.69% | 3.96% | 300 | +1,279 | 2.43% | Q1 2026 | May 15, 2026 |