VANGUARD SCOTTSDALE FUNDS - VONE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,298,467 | 383,203 | 0.02% | 0.02% | 1 | +96,813 | 8.06% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 910,365 | 268,679 | 0.06% | 0.06% | 2 | +102,153 | 12.64% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 748,759 | 220,973 | 0.01% | 0.01% | 3 | +7,215 | 0.97% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 711,234 | 209,899 | 0.03% | 0.04% | 4 | -81,753 | -10.31% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 555,398 | 163,909 | 0.01% | 0.02% | 5 | -222,679 | -28.62% | Q1 2026 | May 15, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Reduced | 517,016 | 152,581 | 15.82% | 17.76% | 6 | -14,935 | -2.81% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 488,395 | 144,137 | 0.13% | 0.13% | 7 | +26,254 | 5.68% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 479,116 | 141,396 | 0.03% | 0.03% | 8 | -5,181 | -1.07% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Added to | 459,109 | 135,492 | 0.06% | 0.06% | 9 | +255 | 0.06% | Q1 2026 | May 11, 2026 |
| Jordan Park Group LLC | History | Added to | 407,664 | 120,309 | 6.41% | 6.73% | 10 | +31,667 | 8.42% | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | Added to | 330,603 | 106,379 | 1.58% | 1.74% | 11 | +45,375 | 15.91% | Q1 2026 | Apr 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 311,963 | 92,066 | 0.03% | 0.03% | 12 | +12,827 | 4.29% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 297,130 | 87,688 | 0.65% | 0.75% | 13 | -1,678 | -0.56% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 290,154 | 85,630 | 0.12% | 0.07% | 14 | +125,180 | 75.88% | Q1 2026 | May 15, 2026 |
| Hilltop Partners LLC | History | Added to | 250,902 | 74,046 | 19.0% | 19.79% | 15 | +2,398 | 0.96% | Q1 2026 | May 12, 2026 |
| Flower City Capital | History | Added to | 240,752 | 71,050 | 35.64% | 37.51% | 16 | +2,742 | 1.15% | Q1 2026 | Apr 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 235,834 | 69,599 | 0.02% | 0.02% | 17 | +14,543 | 6.57% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 229,988 | 67,873 | 0.01% | 0.01% | 18 | +5,816 | 2.59% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 171,696 | 50,670 | 0.27% | 0.21% | 19 | +74,834 | 77.26% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 161,932 | 47,789 | 0.27% | 0.28% | 20 | +5,250 | 3.35% | Q1 2026 | May 15, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | Reduced | 157,505 | 46,482 | 27.45% | 35.08% | 21 | -2,601 | -1.62% | Q1 2026 | Apr 21, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 146,084 | 43,112 | 3.76% | 3.99% | 22 | +5,980 | 4.27% | Q1 2026 | Apr 07, 2026 |
| Austin Private Wealth, LLC | History | No change | 130,664 | 40,380 | 3.0% | 3.0% | 23 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HighTower Advisors, LLC | History | Reduced | 118,906 | 35,091 | 0.04% | 0.04% | 24 | -70 | -0.06% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 116,149 | 34,277 | 0.0% | 0.0% | 25 | +6,864 | 6.28% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 112,817 | 33,294 | 0.13% | — | 26 | +112,817 | New | Q1 2026 | May 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 109,356 | 32,273 | 0.12% | 0.13% | 27 | -9,738 | -8.18% | Q1 2026 | Apr 24, 2026 |
| LPL Financial LLC | History | Reduced | 108,146 | 31,916 | 0.01% | 0.01% | 28 | -8,968 | -7.66% | Q1 2026 | May 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 105,777 | 31,216 | 0.52% | 0.53% | 29 | +2,908 | 2.83% | Q1 2026 | Apr 21, 2026 |
| Cetera Investment Advisers | History | Added to | 98,852 | 29,173 | 0.03% | 0.03% | 30 | +4,702 | 4.99% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 98,700 | 28,438 | 0.01% | 0.02% | 31 | +16,948 | 20.73% | Q1 2026 | May 15, 2026 |
| Hirtle & Co., LLC | History | Added to | 94,531 | 27,897 | 0.96% | 0.96% | 32 | +3,619 | 3.98% | Q1 2026 | May 13, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 90,192 | 26,617 | 0.48% | 0.52% | 33 | -657 | -0.72% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 78,744 | 24,334 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 79,941 | 23,592 | 0.01% | 0.01% | 35 | +31,136 | 63.8% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 74,259 | 21,915 | 0.27% | 0.27% | 36 | +6,279 | 9.24% | Q1 2026 | May 12, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 73,093 | 21,571 | 6.66% | 6.29% | 37 | +6,054 | 9.03% | Q1 2026 | Apr 20, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 72,441 | 21,378 | 1.37% | 1.42% | 38 | +554 | 0.77% | Q1 2026 | Apr 17, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 66,031 | 20,406 | 1.49% | 1.49% | 39 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 70,910 | 20,328 | 0.0% | 0.0% | 40 | +2,089 | 3.04% | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 68,555 | 20,231 | 1.55% | 1.5% | 41 | +3,619 | 5.57% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 67,485 | 19,916 | 0.08% | 0.08% | 42 | +909 | 1.37% | Q1 2026 | May 11, 2026 |
| Stegner Investment Associates Inc. | History | Added to | 67,320 | 19,867 | 10.88% | 10.64% | 43 | +2,542 | 3.92% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 65,087 | 19,208 | 0.03% | 0.03% | 44 | -649 | -0.99% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 63,779 | 18,977 | 0.04% | 0.04% | 45 | -33,737 | -34.6% | Q1 2026 | Apr 08, 2026 |
| Opus Capital Group, LLC | History | Added to | 63,822 | 18,835 | 2.03% | 2.08% | 46 | +1,622 | 2.61% | Q1 2026 | Apr 30, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 61,531 | 18,193 | 0.67% | 1.58% | 47 | +29,640 | 92.94% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 58,401 | 17,358 | 0.3% | 0.54% | 48 | -37,389 | -39.03% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 54,671 | 16,134 | 0.0% | 0.0% | 49 | +39,686 | 264.84% | Q1 2026 | May 13, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 53,283 | 15,724 | 2.05% | 2.15% | 50 | +351 | 0.66% | Q1 2026 | Apr 28, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 43,733 | 13,515 | 1.24% | 1.22% | 51 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 44,455 | 13,119 | 0.04% | 0.06% | 52 | -29,000 | -39.48% | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 43,853 | 12,941 | 0.0% | 0.02% | 53 | -186,351 | -80.95% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 43,820 | 12,932 | 0.03% | 0.04% | 54 | -10,279 | -19.0% | Q1 2026 | Apr 30, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 40,725 | 12,018 | 0.01% | 0.0% | 55 | +27,762 | 214.16% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 40,151 | 11,849 | 0.01% | 0.01% | 56 | -9,288 | -18.79% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Reduced | 38,196 | 11,272 | 0.01% | 0.02% | 57 | -12,205 | -24.22% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 37,395 | 11,042 | 0.01% | 0.01% | 58 | +9,285 | 33.03% | Q1 2026 | May 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 34,244 | 10,582 | 0.82% | 0.82% | 59 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 33,694 | 9,943 | 0.0% | 0.0% | 60 | +49 | 0.15% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 32,330 | 9,541 | 0.12% | 0.13% | 61 | -830 | -2.5% | Q1 2026 | May 08, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 31,815 | 9,389 | 2.11% | 2.38% | 62 | -413 | -1.28% | Q1 2026 | May 14, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 31,202 | 9,208 | 1.37% | 1.45% | 63 | -776 | -2.43% | Q1 2026 | Apr 09, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 30,906 | 9,121 | 0.44% | 0.49% | 64 | -2,186 | -6.61% | Q1 2026 | Apr 17, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 30,691 | 9,058 | 0.0% | 0.0% | 65 | +966 | 3.25% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 30,330 | 8,951 | 0.01% | 0.01% | 66 | +2,354 | 8.41% | Q1 2026 | May 12, 2026 |
| FOUNDERS CAPITAL MANAGEMENT, LLC | History | No change | 30,204 | 8,913 | 1.47% | 1.39% | 67 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 29,367 | 8,666 | 0.75% | 0.75% | 68 | +659 | 2.3% | Q1 2026 | May 07, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 29,185 | 8,613 | 3.07% | — | 69 | +29,185 | New | Q1 2026 | May 13, 2026 |
| Navigate Wealth Management, LLC | History | New | 26,584 | 8,484 | 5.96% | — | 70 | +26,584 | New | Q1 2026 | Apr 27, 2026 |
| M&T BANK CORP | History | No change | 28,230 | 8,331 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 26,766 | 8,271 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 27,989 | 8,260 | 1.7% | 1.94% | 73 | -656 | -2.29% | Q1 2026 | May 12, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 27,581 | 8,139 | 2.6% | 3.12% | 74 | -95 | -0.34% | Q1 2026 | Apr 17, 2026 |
| COMMERCE BANK | History | Added to | 25,592 | 7,552 | 0.04% | 0.04% | 75 | +5,058 | 24.63% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 25,585 | 7,550 | 0.01% | 0.0% | 76 | +23,979 | 1493.09% | Q1 2026 | May 01, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | New | 25,498 | 7,524 | 0.04% | — | 77 | +25,498 | New | Q1 2026 | Apr 22, 2026 |
| Roble, Belko & Company, Inc | History | New | 25,225 | 7,444 | 0.95% | — | 78 | +25,225 | New | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 24,653 | 7,275 | 0.01% | 0.01% | 79 | -1,008 | -3.93% | Q1 2026 | Apr 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 23,632 | 6,974 | 0.01% | 0.01% | 80 | +9,106 | 62.69% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 22,816 | 6,733 | 0.03% | 0.03% | 81 | +983 | 4.5% | Q1 2026 | May 14, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 22,670 | 6,690 | 0.36% | 0.37% | 82 | +129 | 0.57% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 22,483 | 6,635 | 0.01% | 0.01% | 83 | +5,667 | 33.7% | Q1 2026 | May 14, 2026 |
| SoundView Advisors Inc. | History | Reduced | 22,446 | 6,624 | 2.36% | 2.47% | 84 | -508 | -2.21% | Q1 2026 | May 01, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 22,320 | 6,587 | 0.17% | 0.16% | 85 | +2,625 | 13.33% | Q1 2026 | May 13, 2026 |
| Note Advisors, LLC | History | Reduced | 22,069 | 6,513 | 3.26% | 3.58% | 86 | -366 | -1.63% | Q1 2026 | May 15, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Reduced | 22,067 | 6,512 | 2.59% | 2.72% | 87 | -415 | -1.85% | Q1 2026 | Apr 28, 2026 |
| SouthState Bank Corp | History | Reduced | 21,597 | 6,373 | 0.3% | 0.33% | 88 | -2,227 | -9.35% | Q1 2026 | May 05, 2026 |
| Brown Financial Advisory | History | Added to | 21,190 | 6,253 | 3.1% | 1.84% | 89 | +9,380 | 79.42% | Q1 2026 | Apr 24, 2026 |
| Savant Capital, LLC | History | Reduced | 21,097 | 6,226 | 0.03% | 0.04% | 90 | -1,153 | -5.18% | Q1 2026 | May 04, 2026 |
| Zhang Financial LLC | History | Added to | 20,507 | 6,051 | 0.21% | 0.22% | 91 | +1,528 | 8.05% | Q1 2026 | May 06, 2026 |
| Brooklyn FI, LLC | History | Added to | 19,530 | 5,763 | 1.21% | 0.59% | 92 | +10,670 | 120.43% | Q1 2026 | May 11, 2026 |
| Napier Financial, LLC | History | Added to | 18,553 | 5,475 | 1.26% | 1.4% | 93 | +416 | 2.29% | Q1 2026 | May 05, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 18,119 | 5,347 | 1.07% | 0.99% | 94 | +2,816 | 18.4% | Q1 2026 | Apr 14, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 18,086 | 5,337 | 0.3% | 0.43% | 95 | -7,431 | -29.12% | Q1 2026 | Apr 21, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 17,872 | 5,274 | 0.01% | 0.01% | 96 | +481 | 2.77% | Q1 2026 | May 15, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 17,674 | 5,215 | 0.19% | 0.22% | 97 | -1,297 | -6.84% | Q1 2026 | May 12, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 17,412 | 5,138 | 0.02% | 0.02% | 98 | -2,637 | -13.15% | Q1 2026 | May 15, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 16,135 | 5,089 | 0.34% | 0.34% | 99 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LPWM LLC | History | Added to | 16,174 | 4,773 | 1.2% | 1.25% | 100 | +122 | 0.76% | Q1 2026 | Apr 08, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 15,488 | 4,570 | 0.01% | 0.01% | 101 | -562 | -3.5% | Q1 2026 | May 14, 2026 |
| CMH Wealth Management LLC | History | Added to | 15,364 | 4,534 | 0.78% | 1.0% | 102 | +311 | 2.07% | Q1 2026 | Apr 13, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 15,137 | 4,467 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 14,969 | 4,417 | 0.01% | 0.01% | 104 | +1,251 | 9.12% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,669 | 4,224 | 0.07% | 0.07% | 105 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Francis Financial, Inc. | History | Reduced | 14,010 | 4,134 | 0.77% | 0.96% | 106 | -1,850 | -11.66% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Added to | 13,818 | 4,077 | 0.12% | 0.12% | 108 | +216 | 1.59% | Q1 2026 | May 13, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 13,818 | 4,077 | 0.06% | 0.07% | 107 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 13,179 | 3,889 | 0.29% | 0.29% | 109 | -2,118 | -13.85% | Q1 2026 | May 20, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 13,166 | 3,885 | 0.06% | 0.06% | 110 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 13,095 | 3,864 | 0.37% | 0.4% | 111 | -873 | -6.25% | Q1 2026 | May 04, 2026 |
| Keystone Financial Group | History | Added to | 11,861 | 3,500 | 0.24% | 0.27% | 112 | +104 | 0.88% | Q1 2026 | May 13, 2026 |
| Brio Consultants, LLC | History | Added to | 9,957 | 3,256 | 0.4% | 0.32% | 113 | +2,000 | 25.14% | Q1 2026 | May 06, 2026 |
| Sigma Planning Corp | History | Added to | 10,605 | 3,129 | 0.09% | 0.09% | 114 | +106 | 1.01% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 10,262 | 3,028 | 0.02% | 0.01% | 115 | +6,913 | 206.42% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 10,235 | 3,020 | 0.05% | 0.05% | 116 | +600 | 6.23% | Q1 2026 | May 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 10,103 | 2,981 | 0.02% | 0.01% | 117 | +1,312 | 14.92% | Q1 2026 | Apr 29, 2026 |
| SACHEM HILL LLC | History | Added to | 10,052 | 2,966 | 0.57% | 0.57% | 118 | +494 | 5.17% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9,154 | 2,701 | 0.0% | 0.0% | 119 | -207 | -2.21% | Q1 2026 | May 08, 2026 |
| Enclave Advisors LLC | History | No change | 9,051 | 2,671 | 0.37% | 0.4% | 120 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 9,008 | 2,658 | 0.01% | 0.01% | 121 | -11 | -0.12% | Q1 2026 | Apr 30, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 8,740 | 2,579 | 0.09% | 0.09% | 122 | +177 | 2.07% | Q1 2026 | Apr 17, 2026 |
| Quantum Capital Management, LLC / NJ | History | Reduced | 8,704 | 2,568 | 0.33% | 0.32% | 123 | -260 | -2.9% | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 8,595 | 2,536 | 0.14% | 0.15% | 124 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 8,234 | 2,430 | 0.02% | 0.17% | 125 | -36,516 | -81.6% | Q1 2026 | May 06, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 8,172 | 2,411 | 0.94% | 1.09% | 126 | +55 | 0.68% | Q1 2026 | Apr 22, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 8,119 | 2,395 | 0.02% | 0.01% | 127 | +2,312 | 39.81% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 7,996 | 2,359 | 0.02% | 0.0% | 128 | +6,524 | 443.21% | Q1 2026 | May 11, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 7,479 | 2,311 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 7,723 | 2,279 | 1.65% | 1.33% | 130 | +1,611 | 26.36% | Q1 2026 | May 07, 2026 |
| AMG National Trust Bank | History | Added to | 7,710 | 2,275 | 0.05% | 0.05% | 131 | +1,211 | 18.63% | Q1 2026 | May 04, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 7,648 | 2,256 | 1.45% | 1.66% | 132 | -235 | -2.98% | Q1 2026 | Apr 21, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 7,641 | 2,255 | 1.25% | 0.89% | 133 | +3,018 | 65.28% | Q1 2026 | Apr 16, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 7,364 | 2,173 | 0.03% | 0.03% | 134 | +3 | 0.04% | Q1 2026 | May 13, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 7,301 | 2,154 | 0.11% | 0.11% | 135 | +218 | 3.08% | Q1 2026 | May 15, 2026 |
| FORMULATE FINANCIAL LLC | History | No change | 7,262 | 2,143 | 2.65% | 2.63% | 136 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vanguard National Trust Co | History | New | 7,259 | 2,142 | 0.13% | — | 138 | +7,259 | New | Q1 2026 | May 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 7,258 | 2,142 | 0.04% | 0.05% | 137 | -298 | -3.94% | Q1 2026 | Apr 14, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 7,231 | 2,134 | 0.11% | 0.12% | 139 | -260 | -3.47% | Q1 2026 | Apr 21, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 7,118 | 2,100 | 0.56% | 0.64% | 140 | +1,727 | 32.03% | Q1 2026 | Apr 29, 2026 |
| Vigilare Wealth Management | History | Reduced | 7,048 | 2,080 | 0.7% | 0.76% | 141 | -238 | -3.27% | Q1 2026 | Apr 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 6,799 | 2,006 | 0.09% | — | 142 | +6,799 | New | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 6,764 | 1,996 | 0.1% | 0.13% | 143 | -1,403 | -17.18% | Q1 2026 | Apr 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 6,688 | 1,981 | 0.0% | 0.0% | 144 | +448 | 7.18% | Q1 2026 | May 15, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 6,246 | 1,843 | 0.27% | 0.28% | 145 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,066 | 1,790 | 0.0% | 0.0% | 146 | +721 | 13.49% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,012 | 1,774 | 0.02% | 0.02% | 147 | +244 | 4.23% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | New | 5,916 | 1,745 | 0.0% | — | 148 | +5,916 | New | Q1 2026 | May 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 5,817 | 1,716 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 5,770 | 1,702 | 1.58% | 1.46% | 150 | +685 | 13.47% | Q1 2026 | Apr 24, 2026 |
| Indivisible Partners | History | Added to | 5,632 | 1,662 | 0.15% | 0.18% | 151 | +181 | 3.32% | Q1 2026 | Apr 30, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | New | 5,565 | 1,642 | 0.19% | — | 152 | +5,565 | New | Q1 2026 | May 14, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 5,491 | 1,620 | 0.43% | 0.44% | 153 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,441 | 1,606 | 0.0% | 0.01% | 154 | -6,704 | -55.2% | Q1 2026 | May 15, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 5,381 | 1,587 | 0.99% | 1.1% | 155 | -452 | -7.75% | Q1 2026 | Apr 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 5,292 | 1,561 | 0.0% | 0.0% | 156 | +640 | 13.76% | Q1 2026 | May 08, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 5,238 | 1,545 | 0.05% | 0.05% | 157 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,149 | 1,519 | 0.01% | 0.0% | 158 | +4,953 | 2527.04% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 5,018 | 1,480 | 0.02% | 0.02% | 159 | -583 | -10.41% | Q1 2026 | May 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 5,013 | 1,479 | 0.03% | 0.03% | 160 | -86 | -1.69% | Q1 2026 | Apr 27, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 4,996 | 1,474 | 0.03% | — | 161 | +4,996 | New | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,106 | 1,464 | 0.05% | 0.03% | 162 | +2,641 | 107.14% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 4,911 | 1,449 | 0.03% | 0.04% | 163 | -453 | -8.45% | Q1 2026 | May 01, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 4,869 | 1,436 | 0.7% | 0.78% | 164 | +11 | 0.23% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 4,683 | 1,382 | 0.03% | 0.05% | 165 | -2,491 | -34.72% | Q1 2026 | May 14, 2026 |
| Anson Capital, Inc. | History | Added to | 4,639 | 1,369 | 0.94% | 1.04% | 166 | +26 | 0.56% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 4,504 | 1,329 | 0.01% | 0.01% | 167 | +769 | 20.59% | Q1 2026 | Apr 24, 2026 |
| PFW Advisors LLC | History | Reduced | 4,351 | 1,284 | 0.4% | 0.41% | 168 | -3 | -0.07% | Q1 2026 | Apr 10, 2026 |
| American Investment Services, Inc. | History | Reduced | 4,281 | 1,263 | 0.28% | 0.32% | 169 | -144 | -3.25% | Q1 2026 | May 13, 2026 |
| Curi Capital, LLC | History | No change | 4,250 | 1,254 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Welch Group, LLC | History | Reduced | 4,222 | 1,245 | 0.05% | 0.05% | 171 | -15 | -0.35% | Q1 2026 | Apr 21, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 4,200 | 1,239 | 0.06% | 0.07% | 172 | +233 | 5.87% | Q1 2026 | Apr 15, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 4,160 | 1,227 | 0.35% | 0.37% | 173 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 4,075 | 1,202 | 0.37% | 0.37% | 174 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Compass Financial Group, INC/SD | History | No change | 4,069 | 1,200 | 0.17% | 0.18% | 175 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Clarius Group, LLC | History | No change | 3,741 | 1,156 | 0.07% | 0.07% | 176 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,867 | 1,141 | 0.0% | 0.0% | 177 | +149 | 4.01% | Q1 2026 | Apr 22, 2026 |
| Continuum Advisory, LLC | History | Added to | 3,818 | 1,126 | 0.11% | 0.12% | 178 | +14 | 0.37% | Q1 2026 | Apr 22, 2026 |
| Wick Capital Partners, LLC | History | Added to | 3,758 | 1,109 | 0.2% | 0.17% | 179 | +700 | 22.89% | Q1 2026 | May 15, 2026 |
| Crane Advisory, LLC | History | Reduced | 3,468 | 1,101 | 0.16% | 0.17% | 180 | -3 | -0.09% | Q1 2026 | Apr 20, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 3,711 | 1,095 | 0.2% | 0.22% | 181 | -149 | -3.86% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 3,651 | 1,077 | 0.1% | 0.07% | 182 | +1,559 | 74.52% | Q1 2026 | May 12, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | No change | 3,520 | 1,038 | 0.6% | 0.62% | 183 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 3,187 | 1,030 | 0.97% | 0.86% | 184 | +350 | 12.34% | Q1 2026 | Apr 27, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 3,480 | 1,027 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Segment Wealth Management, LLC | History | No change | 3,424 | 1,010 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 3,358 | 991 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAIRS & POWER INC | History | New | 3,270 | 963 | 0.01% | — | 189 | +3,270 | New | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 3,265 | 963 | 0.02% | 0.02% | 188 | +1,120 | 52.21% | Q1 2026 | Apr 07, 2026 |
| Bawa N Mallick Trust | History | No change | 3,250 | 959 | 0.39% | 0.37% | 190 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | New | 3,200 | 944 | 0.38% | — | 192 | +3,200 | New | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 3,201 | 944 | 0.03% | 0.03% | 191 | -28 | -0.87% | Q1 2026 | Apr 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 3,180 | 938 | 0.01% | 0.01% | 193 | -65 | -2.0% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 3,172 | 936 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CERTUITY, LLC | History | Added to | 3,103 | 915 | 0.06% | 0.06% | 195 | +10 | 0.32% | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | No change | 3,014 | 889 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,878 | 849 | 0.0% | — | 197 | +2,878 | New | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 2,876 | 848 | 0.03% | 0.03% | 198 | -62 | -2.11% | Q1 2026 | May 13, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 2,870 | 846 | 0.14% | 0.15% | 199 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Downshift Financial, LLC | History | No change | 2,633 | 845 | 0.44% | 0.5% | 200 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,811 | 829 | 0.0% | 0.01% | 201 | -158 | -5.32% | Q1 2026 | May 13, 2026 |
| Midwest Trust Co | History | No change | 2,796 | 825 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 2,794 | 824 | 0.01% | 0.01% | 203 | +1 | 0.04% | Q1 2026 | May 01, 2026 |
| Composition Wealth, LLC | History | No change | 2,758 | 813 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BXM Wealth LLC | History | Reduced | 2,728 | 805 | 0.62% | 0.7% | 206 | -200 | -6.83% | Q1 2026 | Apr 23, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 2,728 | 805 | 0.06% | 0.06% | 205 | -28 | -1.02% | Q1 2026 | May 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 2,692 | 794 | 0.2% | 0.25% | 207 | -16 | -0.59% | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | Added to | 2,613 | 771 | 0.0% | 0.0% | 208 | +223 | 9.33% | Q1 2026 | May 15, 2026 |
| Heartland Bank & Trust Co | History | New | 2,564 | 756 | 0.17% | — | 209 | +2,564 | New | Q1 2026 | May 06, 2026 |
| Betterment LLC | History | Added to | 2,517 | 743 | 0.0% | 0.0% | 210 | +61 | 2.48% | Q1 2026 | May 14, 2026 |
| Michels Family Financial, LLC | History | Reduced | 2,514 | 741 | 0.53% | 0.57% | 211 | -14 | -0.55% | Q1 2026 | Apr 24, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,289 | 737 | 0.02% | 0.02% | 212 | +7 | 0.31% | Q1 2026 | May 04, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 2,487 | 733 | 0.21% | 0.22% | 213 | +7 | 0.28% | Q1 2026 | Apr 28, 2026 |
| Leo Wealth, LLC | History | Added to | 2,457 | 725 | 0.05% | 0.04% | 214 | +750 | 43.94% | Q1 2026 | May 05, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 2,422 | 714 | 0.28% | 0.32% | 215 | -133 | -5.21% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Added to | 2,385 | 703 | 0.01% | 0.01% | 216 | +37 | 1.58% | Q1 2026 | May 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 2,346 | 692 | 0.01% | 0.01% | 217 | +31 | 1.34% | Q1 2026 | Apr 20, 2026 |
| WealthShield Partners, LLC | History | Added to | 2,312 | 682 | 0.08% | 0.08% | 218 | +80 | 3.58% | Q1 2026 | May 01, 2026 |
| Snider Financial Group | History | Reduced | 2,240 | 661 | 0.2% | 0.19% | 219 | -96 | -4.11% | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 2,226 | 657 | 0.01% | 0.01% | 220 | -49 | -2.15% | Q1 2026 | Apr 07, 2026 |
| Vantus Wealth LLC | History | No change | 2,092 | 646 | 0.48% | 0.48% | 221 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Added to | 2,161 | 637 | 0.0% | 0.0% | 222 | +43 | 2.03% | Q1 2026 | May 13, 2026 |
| TritonPoint Partners, LLC | History | Reduced | 2,143 | 632 | 0.23% | 0.67% | 223 | -1,900 | -46.99% | Q1 2026 | Apr 28, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 2,141 | 631 | 0.01% | 0.0% | 224 | +1,221 | 132.72% | Q1 2026 | May 01, 2026 |
| HBK Sorce Advisory LLC | History | No change | 1,885 | 627 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Advantage, Inc. | History | No change | 2,098 | 619 | 0.08% | 0.09% | 226 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 2,044 | 603 | 0.19% | 0.22% | 227 | -110 | -5.11% | Q1 2026 | Apr 21, 2026 |
| Independent Wealth Network Inc. | History | New | 1,963 | 579 | 0.17% | — | 228 | +1,963 | New | Q1 2026 | Apr 20, 2026 |
| Ullmann Wealth Partners Group, LLC | History | New | 1,930 | 569 | 0.06% | — | 229 | +1,930 | New | Q1 2026 | Apr 13, 2026 |
| Base Wealth Management LLC | History | Reduced | 1,909 | 563 | 0.32% | 0.32% | 231 | -3 | -0.16% | Q1 2026 | Apr 29, 2026 |
| Retirement Planning Group, LLC | History | No change | 1,910 | 563 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 1,714 | 554 | 0.12% | 0.12% | 232 | +1 | 0.06% | Q1 2026 | Apr 28, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 1,855 | 547 | 0.05% | 0.06% | 233 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,845 | 544 | 0.0% | 0.0% | 234 | -29 | -1.55% | Q1 2026 | May 08, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 1,777 | 524 | 0.03% | 0.03% | 235 | -39 | -2.15% | Q1 2026 | Apr 09, 2026 |
| GTS SECURITIES LLC | History | New | 1,772 | 522 | 0.02% | — | 236 | +1,772 | New | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,658 | 512 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | No change | 1,720 | 507 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 1,719 | 507 | 0.09% | 0.09% | 239 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 1,657 | 489 | 0.06% | — | 240 | +1,657 | New | Q1 2026 | Apr 23, 2026 |
| FULTON BANK, N.A. | History | No change | 1,646 | 485 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 1,640 | 484 | 0.0% | 0.01% | 242 | +223 | 15.74% | Q1 2026 | May 13, 2026 |
| Glassman Wealth Services | History | No change | 1,587 | 468 | 0.06% | 0.07% | 243 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Narwhal Capital Management | History | No change | 1,568 | 462 | 0.03% | 0.04% | 244 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 1,544 | 455 | 0.26% | 0.26% | 245 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 1,533 | 452 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | New | 1,514 | 446 | 0.02% | — | 247 | +1,514 | New | Q1 2026 | Apr 27, 2026 |
| Next Level Wealth Planning, LLC | History | Reduced | 1,496 | 441 | 0.23% | 0.36% | 248 | -697 | -31.78% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 1,490 | 439 | 0.0% | 0.01% | 249 | -7,072 | -82.6% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,478 | 436 | 0.01% | 0.01% | 250 | -48 | -3.15% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 1,463 | 431 | 0.0% | 0.0% | 251 | -47 | -3.11% | Q1 2026 | May 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 1,498 | 429 | 0.03% | 0.02% | 252 | -65 | -4.16% | Q1 2026 | Apr 24, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 1,450 | 427 | 0.0% | 0.01% | 253 | -3,230 | -69.02% | Q1 2026 | May 14, 2026 |
| Strategic Financial Services, Inc. | History | No change | 1,425 | 420 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Oakworth Capital, Inc. | History | Added to | 1,404 | 414 | 0.02% | 0.02% | 255 | +154 | 12.32% | Q1 2026 | Apr 24, 2026 |
| Prospera Financial Services Inc | History | Added to | 1,390 | 411 | 0.01% | 0.01% | 256 | +3 | 0.22% | Q1 2026 | Apr 14, 2026 |
| Argent Trust Co | History | No change | 1,390 | 410 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AA Financial Advisors, LLC | History | Added to | 1,388 | 409 | 0.06% | 0.08% | 258 | +1 | 0.07% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | Reduced | 1,384 | 408 | 0.01% | 0.01% | 259 | -425 | -23.49% | Q1 2026 | May 15, 2026 |
| W ADVISORS, LLC | History | No change | 1,377 | 406 | 0.21% | 0.21% | 260 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BBR PARTNERS, LLC | History | No change | 1,373 | 405 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 1,369 | 404 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Marble Wealth, LLC | History | Added to | 1,363 | 402 | 0.07% | 0.06% | 263 | +3 | 0.22% | Q1 2026 | May 14, 2026 |
| Alliance Private Wealth, LLC | History | No change | 1,351 | 398 | 0.14% | 0.15% | 264 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WILKINS INVESTMENT COUNSEL INC | History | No change | 1,340 | 395 | 0.06% | 0.06% | 265 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TLWM | History | No change | 1,309 | 386 | 0.07% | 0.07% | 266 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Red Tortoise LLC | History | Added to | 1,295 | 382 | 0.16% | 0.17% | 267 | +2 | 0.15% | Q1 2026 | Apr 21, 2026 |
| Independent Advisor Alliance | History | Added to | 1,285 | 379 | 0.0% | 0.01% | 269 | +166 | 14.83% | Q1 2026 | May 12, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 1,285 | 379 | 0.18% | 0.18% | 268 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BROGAN FINANCIAL, INC. | History | Added to | 1,270 | 374 | 0.16% | 0.17% | 270 | +3 | 0.24% | Q1 2026 | May 11, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | Reduced | 1,265 | 373 | 0.47% | 0.46% | 271 | -13 | -1.02% | Q1 2026 | May 12, 2026 |
| Hardy Reed LLC | History | Reduced | 1,238 | 365 | 0.03% | 0.03% | 272 | -78 | -5.93% | Q1 2026 | Apr 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 1,222 | 360 | 0.01% | 0.01% | 273 | -6 | -0.49% | Q1 2026 | Apr 23, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 1,200 | 354 | 0.01% | — | 274 | +1,200 | New | Q1 2026 | Apr 30, 2026 |
| Tranquility Partners, LLC | History | Reduced | 1,197 | 353 | 0.13% | 0.13% | 275 | -5 | -0.42% | Q1 2026 | Apr 20, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,190 | 351 | 0.0% | 0.0% | 276 | +450 | 60.81% | Q1 2026 | May 15, 2026 |
| KTF INVESTMENTS, LLC | History | No change | 1,172 | 345 | 0.06% | 0.06% | 277 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,168 | 344 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 1,138 | 335 | 0.0% | 0.0% | 279 | +21 | 1.88% | Q1 2026 | Apr 23, 2026 |
| Moors & Cabot, Inc. | History | No change | 1,136 | 335 | 0.01% | 0.02% | 280 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CVA Family Office, LLC | History | No change | 1,136 | 335 | 0.04% | 0.04% | 281 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Aerodigm Wealth, LLC | History | No change | 1,130 | 333 | 0.13% | 0.13% | 282 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Nemes Rush Group LLC | History | Added to | 1,127 | 332 | 0.03% | 0.03% | 284 | +3 | 0.27% | Q1 2026 | Apr 21, 2026 |
| HB Wealth Management, LLC | History | No change | 1,126 | 332 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Tandem Financial, LLC | History | New | 1,124 | 331 | 0.11% | — | 285 | +1,124 | New | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,082 | 321 | 0.0% | 0.01% | 286 | -636 | -37.02% | Q1 2026 | Apr 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 1,087 | 320 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 1,080 | 318 | 0.01% | — | 288 | +1,080 | New | Q1 2026 | May 04, 2026 |
| Williams & Novak, LLC | History | Reduced | 1,029 | 305 | 0.23% | 0.52% | 289 | -1,197 | -53.77% | Q1 2026 | Apr 20, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,029 | 303 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 1,025 | 302 | 0.03% | 0.03% | 291 | +2 | 0.2% | Q1 2026 | Apr 29, 2026 |
| Heritage Family Offices, LLP | History | No change | 1,002 | 295 | 0.13% | 0.14% | 292 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Vise Technologies, Inc. | History | No change | 908 | 280 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 916 | 270 | 0.0% | — | 294 | +916 | New | Q1 2026 | May 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 910 | 268 | 0.03% | 0.03% | 295 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 901 | 266 | 0.08% | 0.09% | 296 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 900 | 265 | 0.09% | 0.1% | 297 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| One Day In July LLC | History | No change | 892 | 263 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 889 | 262 | 0.0% | 0.0% | 299 | -9 | -1.0% | Q1 2026 | May 08, 2026 |
| IHT Wealth Management, LLC | History | No change | 878 | 259 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q1 2026 | May 15, 2026 |