VANGUARD GROUP INC - VOOG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Reduced | 2,174,927 | 852,441 | 0.05% | 0.06% | 1 | -2,711 | -0.12% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 890,400 | 363,007 | 0.02% | 0.02% | 2 | +41,751 | 4.92% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 655,893 | 267,401 | 0.02% | 0.02% | 3 | -18,413 | -2.73% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 622,304 | 253,707 | 0.04% | 0.04% | 4 | +265 | 0.04% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 574,115 | 234,061 | 0.06% | 0.07% | 5 | -7,663 | -1.32% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 402,674 | 164,165 | 0.04% | 0.05% | 6 | +26,428 | 7.02% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 312,762 | 127,279 | 0.03% | 0.03% | 7 | +3 | 0.0% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 266,977 | 108,843 | 2.26% | 2.43% | 8 | +10,392 | 4.05% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 234,029 | 95,411 | 0.03% | 0.02% | 9 | +56,601 | 31.9% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 229,820 | 93,695 | 0.08% | — | 10 | +229,820 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 213,352 | 86,982 | 0.12% | 0.13% | 11 | -10,911 | -4.87% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 189,287 | 77,170 | 0.01% | 0.02% | 12 | -17,142 | -8.3% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 187,041 | 76,414 | 0.11% | 0.13% | 13 | -8,811 | -4.5% | Q1 2026 | May 15, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 179,965 | 73,370 | 8.93% | 10.43% | 14 | -10,819 | -5.67% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Added to | 166,650 | 67,941 | 0.08% | 0.09% | 15 | +4,978 | 3.08% | Q1 2026 | May 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 149,623 | 60,999 | 2.02% | 2.12% | 16 | +5,110 | 3.54% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Added to | 179,343 | 59,277 | 0.07% | 0.07% | 17 | +35,761 | 24.91% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 117,602 | 52,074 | 0.34% | 0.33% | 18 | +8,668 | 7.96% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 115,914 | 47,443 | 0.07% | 0.07% | 19 | +6,585 | 6.02% | Q1 2026 | May 15, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 107,322 | 43,753 | 10.36% | 9.99% | 20 | +5,688 | 5.6% | Q1 2026 | Apr 30, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 93,517 | 38,125 | 3.12% | 3.23% | 21 | +900 | 0.97% | Q1 2026 | Apr 16, 2026 |
| HighTower Advisors, LLC | History | Reduced | 92,784 | 37,828 | 0.04% | 0.05% | 22 | -1,317 | -1.4% | Q1 2026 | May 05, 2026 |
| Apella Capital, LLC | History | Reduced | 79,155 | 36,629 | 0.54% | 0.74% | 23 | -5,336 | -6.32% | Q1 2026 | Apr 20, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 89,557 | 36,511 | 2.05% | 2.28% | 24 | -474 | -0.53% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 78,347 | 31,941 | 0.08% | 0.11% | 25 | -18,321 | -18.95% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 75,128 | 30,628 | 0.14% | 0.15% | 26 | +1,848 | 2.52% | Q1 2026 | Apr 24, 2026 |
| Cetera Investment Advisers | History | Added to | 73,900 | 30,128 | 0.03% | 0.04% | 27 | +1,394 | 1.92% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 73,581 | 29,998 | 0.01% | 0.01% | 28 | -11,344 | -13.36% | Q1 2026 | May 15, 2026 |
| Principle Wealth Partners LLC | History | Added to | 62,845 | 25,621 | 1.46% | 1.45% | 29 | +4,997 | 8.64% | Q1 2026 | May 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 62,819 | 25,610 | 0.19% | 0.19% | 30 | +8,868 | 16.44% | Q1 2026 | Apr 15, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 62,639 | 25,537 | 8.46% | 10.39% | 31 | +1,649 | 2.7% | Q1 2026 | Apr 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 63,877 | 25,238 | 0.01% | 0.01% | 32 | +15,538 | 32.14% | Q1 2026 | May 15, 2026 |
| Kropog Financial Group, LLC | History | Reduced | 61,805 | 25,197 | 20.47% | 26.76% | 33 | -15,888 | -20.45% | Q1 2026 | Apr 24, 2026 |
| FIL Ltd | History | No change | 61,392 | 25,028 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 61,170 | 24,938 | 1.05% | 1.19% | 35 | -481 | -0.78% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 60,231 | 24,555 | 2.32% | 2.58% | 36 | -684 | -1.12% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 54,228 | 22,108 | 0.08% | 0.13% | 37 | -17,420 | -24.31% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 53,972 | 22,003 | 0.01% | 0.01% | 38 | +3,779 | 7.53% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 52,507 | 21,406 | 0.03% | 0.04% | 39 | -14,242 | -21.34% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 52,487 | 21,399 | 0.05% | 0.05% | 40 | +176 | 0.34% | Q1 2026 | Apr 22, 2026 |
| Steffes Financial, Ltd. | History | Added to | 51,412 | 20,960 | 11.06% | 10.99% | 41 | +4,060 | 8.57% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 50,692 | 20,666 | 0.03% | 0.03% | 42 | +2,417 | 5.01% | Q1 2026 | Apr 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 48,099 | 19,609 | 0.03% | 0.04% | 43 | +2,292 | 5.0% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Added to | 46,039 | 18,769 | 0.26% | 0.29% | 44 | +317 | 0.69% | Q1 2026 | Apr 08, 2026 |
| ArchPoint Investors | History | No change | 45,415 | 18,515 | 4.41% | 4.79% | 45 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 45,376 | 18,499 | 4.85% | 4.54% | 46 | +7,517 | 19.86% | Q1 2026 | Apr 10, 2026 |
| FMR LLC | History | Added to | 44,135 | 17,993 | 0.0% | 0.0% | 47 | +20,025 | 83.06% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 43,698 | 17,815 | 0.05% | 0.05% | 48 | +13,276 | 43.64% | Q1 2026 | May 15, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 42,423 | 17,295 | 3.56% | 3.69% | 49 | +2,127 | 5.28% | Q1 2026 | Apr 15, 2026 |
| Keystone Financial Services, LLC | History | Added to | 40,252 | 16,410 | 11.04% | 11.98% | 50 | +689 | 1.74% | Q1 2026 | Apr 21, 2026 |
| Summit Financial, LLC | History | Added to | 39,669 | 16,172 | 0.21% | 0.17% | 51 | +13,312 | 50.51% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 39,154 | 15,962 | 0.51% | 0.61% | 52 | -2,117 | -5.13% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 38,465 | 15,681 | 0.04% | 0.04% | 53 | -1,186 | -2.99% | Q1 2026 | May 04, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 37,598 | 15,328 | 1.59% | 1.64% | 54 | +2,846 | 8.19% | Q1 2026 | Apr 08, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 37,091 | 15,121 | 10.57% | 12.2% | 55 | +158 | 0.43% | Q1 2026 | May 12, 2026 |
| CONNING INC. | History | Added to | 35,650 | 14,534 | 0.48% | 0.48% | 56 | +3,585 | 11.18% | Q1 2026 | Apr 30, 2026 |
| Coastline Complete Wealth LLC | History | Added to | 34,406 | 14,027 | 8.69% | 0.55% | 57 | +32,439 | 1649.16% | Q1 2026 | May 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 34,034 | 13,875 | 0.02% | 0.03% | 58 | +399 | 1.19% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 33,717 | 13,746 | 0.01% | 0.01% | 59 | +7,087 | 26.61% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 33,700 | 13,739 | 0.0% | 0.0% | 60 | +19,600 | 139.01% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Added to | 33,395 | 13,615 | 0.03% | 0.02% | 61 | +4,322 | 14.87% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 32,142 | 13,103 | 0.85% | 0.9% | 62 | +1,332 | 4.32% | Q1 2026 | Apr 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 31,610 | 12,887 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 31,176 | 12,710 | 0.02% | 0.02% | 64 | +1,932 | 6.61% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 30,237 | 12,502 | 0.03% | 0.02% | 65 | -2,361 | -7.24% | Q1 2026 | Apr 08, 2026 |
| Atria Investments, Inc | History | Added to | 29,930 | 12,202 | 0.14% | 0.04% | 66 | +21,597 | 259.17% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 29,900 | 12,189 | 0.0% | 0.0% | 67 | -1,100 | -3.55% | Q1 2026 | May 15, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 29,655 | 12,090 | 3.05% | 4.6% | 68 | -11,629 | -28.17% | Q1 2026 | Apr 16, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 29,145 | 11,882 | 1.19% | 1.31% | 69 | -93 | -0.32% | Q1 2026 | Apr 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 27,548 | 11,231 | 0.12% | 0.03% | 70 | +21,392 | 347.5% | Q1 2026 | Apr 20, 2026 |
| Caprock Group, LLC | History | Added to | 27,078 | 11,039 | 0.27% | 0.25% | 71 | +89 | 0.33% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 25,933 | 10,572 | 0.23% | 0.22% | 72 | +3,269 | 14.42% | Q1 2026 | May 01, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 121,155 | 9,766 | 3.5% | 3.6% | 73 | +99,891 | 469.77% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 22,427 | 9,147 | 0.01% | 0.01% | 74 | -4,842 | -17.76% | Q1 2026 | May 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 20,335 | 9,040 | 0.7% | 0.7% | 75 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Magnus Financial Group LLC | History | Reduced | 21,894 | 8,925 | 0.72% | 0.74% | 76 | -39 | -0.18% | Q1 2026 | Apr 10, 2026 |
| Creative Planning | History | Reduced | 21,871 | 8,916 | 0.01% | 0.01% | 77 | -1,441 | -6.18% | Q1 2026 | May 12, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 21,244 | 8,660 | 0.87% | 0.98% | 78 | -821 | -3.72% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 21,227 | 8,654 | 0.04% | 0.05% | 79 | +532 | 2.57% | Q1 2026 | May 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 20,325 | 8,286 | 0.12% | 0.15% | 80 | -5,228 | -20.46% | Q1 2026 | May 01, 2026 |
| Cooper Financial Group | History | Reduced | 19,771 | 8,060 | 0.81% | 0.94% | 81 | -12 | -0.06% | Q1 2026 | Apr 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 19,219 | 7,835 | 0.06% | 0.15% | 82 | -20,328 | -51.4% | Q1 2026 | Apr 07, 2026 |
| EHRLICH FINANCIAL GROUP | History | New | 17,060 | 6,955 | 4.0% | — | 83 | +17,060 | New | Q1 2026 | Apr 08, 2026 |
| Keystone Financial Group | History | Added to | 16,753 | 6,829 | 0.47% | 0.55% | 84 | +124 | 0.75% | Q1 2026 | May 13, 2026 |
| Belvedere Trading LLC | History | Reduced | 16,600 | 6,767 | 0.01% | 0.01% | 85 | -5,700 | -25.56% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 16,430 | 6,698 | 0.02% | 0.03% | 86 | -813 | -4.71% | Q1 2026 | Apr 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 16,238 | 6,620 | 0.04% | 0.02% | 87 | +7,261 | 80.88% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 15,515 | 6,325 | 0.03% | 0.04% | 88 | -1,157 | -6.94% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 14,919 | 6,082 | 0.06% | 0.07% | 89 | -209 | -1.38% | Q1 2026 | May 08, 2026 |
| Brookstone Capital Management | History | Reduced | 14,706 | 5,995 | 0.07% | 0.09% | 90 | -2,866 | -16.31% | Q1 2026 | Apr 16, 2026 |
| Valmark Advisers, Inc. | History | Added to | 14,627 | 5,963 | 0.07% | 0.05% | 91 | +4,978 | 51.59% | Q1 2026 | May 01, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 14,608 | 5,955 | 0.61% | 0.71% | 92 | -5 | -0.03% | Q1 2026 | Apr 30, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | No change | 14,521 | 5,920 | 0.37% | 0.39% | 93 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 14,513 | 5,917 | 0.01% | 0.01% | 94 | -116 | -0.79% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 12,907 | 5,738 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sigma Planning Corp | History | Added to | 13,789 | 5,621 | 0.16% | 0.16% | 96 | +377 | 2.81% | Q1 2026 | May 04, 2026 |
| NORTHERN TRUST CORP | History | Added to | 13,690 | 5,581 | 0.0% | 0.0% | 97 | +36 | 0.26% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 13,663 | 5,570 | 0.11% | 0.12% | 98 | +155 | 1.15% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 13,178 | 5,372 | 0.03% | 0.03% | 99 | +173 | 1.33% | Q1 2026 | May 15, 2026 |
| GM Advisory Group, LLC | History | Reduced | 13,152 | 5,362 | 0.21% | 0.24% | 100 | -914 | -6.5% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 13,147 | 5,359 | 0.01% | 0.0% | 101 | +11,895 | 950.08% | Q1 2026 | May 01, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 12,929 | 5,270 | 0.59% | 0.68% | 102 | -682 | -5.01% | Q1 2026 | May 05, 2026 |
| Gross & Hartman Investments LLC | History | Reduced | 12,901 | 5,259 | 2.73% | 3.28% | 103 | -31 | -0.24% | Q1 2026 | May 15, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 12,706 | 5,180 | 1.72% | 2.08% | 104 | -158 | -1.23% | Q1 2026 | May 12, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 12,406 | 5,057 | 1.76% | 1.74% | 105 | +888 | 7.71% | Q1 2026 | Apr 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 11,997 | 4,891 | 0.11% | 0.11% | 106 | +938 | 8.48% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,654 | 4,810 | 0.22% | 0.03% | 107 | -13,123 | -73.82% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 11,667 | 4,756 | 0.03% | 0.03% | 108 | +2,133 | 22.37% | Q1 2026 | May 15, 2026 |
| Northstar Financial Companies, Inc. | History | No change | 11,619 | 4,736 | 3.77% | 4.11% | 109 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Junk Investment Group, LLC | History | New | 11,420 | 4,655 | 2.44% | — | 110 | +11,420 | New | Q1 2026 | May 08, 2026 |
| Anson Capital, Inc. | History | Added to | 11,105 | 4,527 | 3.1% | 3.41% | 111 | +571 | 5.42% | Q1 2026 | May 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 10,066 | 4,475 | 1.3% | 1.3% | 112 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 10,898 | 4,442 | 0.01% | 0.01% | 113 | +871 | 8.69% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 10,824 | 4,412 | 0.01% | 0.01% | 114 | +1,576 | 17.04% | Q1 2026 | May 05, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 9,906 | 4,038 | 0.07% | 0.1% | 115 | -798 | -7.46% | Q1 2026 | Apr 21, 2026 |
| Zhang Financial LLC | History | Added to | 9,743 | 3,972 | 0.14% | 0.16% | 116 | +170 | 1.78% | Q1 2026 | May 06, 2026 |
| XTX Topco Ltd | History | New | 9,567 | 3,900 | 0.07% | — | 117 | +9,567 | New | Q1 2026 | May 15, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 9,440 | 3,848 | 1.83% | 2.23% | 118 | -700 | -6.9% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 9,217 | 3,757 | 0.0% | 0.0% | 119 | -66,860 | -87.88% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 9,004 | 3,670 | 0.01% | 0.0% | 120 | +3,238 | 56.16% | Q1 2026 | May 15, 2026 |
| Royal Fund Management, LLC | History | Reduced | 8,907 | 3,637 | 0.35% | 0.38% | 121 | -384 | -4.13% | Q1 2026 | May 19, 2026 |
| Verum Partners LLC | History | Reduced | 8,623 | 3,515 | 0.67% | 0.82% | 122 | -539 | -5.88% | Q1 2026 | Apr 15, 2026 |
| VANGUARD GROUP INC | History | No change | 7,880 | 3,503 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Asset Management Group, Inc. | History | Reduced | 8,573 | 3,494 | 0.56% | 0.63% | 124 | -256 | -2.9% | Q1 2026 | May 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 8,504 | 3,466 | 0.19% | 0.2% | 125 | -124 | -1.44% | Q1 2026 | May 14, 2026 |
| KINTRA WEALTH, LLC | History | New | 8,416 | 3,431 | 0.24% | — | 126 | +8,416 | New | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 8,149 | 3,322 | 0.03% | 0.03% | 127 | -77 | -0.94% | Q1 2026 | May 01, 2026 |
| Focused Wealth Management, Inc | History | Added to | 8,114 | 3,308 | 0.34% | 0.37% | 128 | +60 | 0.74% | Q1 2026 | Apr 20, 2026 |
| Continuum Advisory, LLC | History | No change | 8,000 | 3,261 | 0.31% | 0.36% | 129 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,986 | 3,255 | 0.0% | 0.0% | 130 | +1,634 | 25.72% | Q1 2026 | May 15, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 7,842 | 3,197 | 0.23% | 0.24% | 131 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 7,711 | 3,143 | 1.56% | 1.9% | 132 | -308 | -3.84% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 7,524 | 3,067 | 0.05% | 0.06% | 133 | +35 | 0.47% | Q1 2026 | Apr 22, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 7,480 | 3,050 | 1.06% | 0.79% | 134 | +2,576 | 52.53% | Q1 2026 | Apr 15, 2026 |
| Cadence Bank | History | No change | 6,749 | 3,000 | 0.18% | 0.18% | 135 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Diversified Portfolios, Inc. | History | No change | 7,352 | 2,997 | 0.25% | 0.27% | 136 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 7,217 | 2,942 | 0.01% | 0.01% | 137 | -736 | -9.25% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 42,631 | 2,896 | 0.02% | 0.02% | 138 | +35,763 | 520.72% | Q1 2026 | May 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 7,085 | 2,888 | 0.0% | 0.01% | 139 | -2,143 | -23.22% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 7,047 | 2,873 | 0.11% | 0.12% | 140 | -56 | -0.79% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,980 | 2,846 | 0.05% | 0.08% | 141 | -1,968 | -21.99% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,809 | 2,776 | 0.09% | 0.11% | 142 | -292 | -4.11% | Q1 2026 | Apr 07, 2026 |
| VANGUARD ADVISERS INC | History | New | 6,734 | 2,745 | 0.01% | — | 144 | +6,734 | New | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 6,734 | 2,745 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 6,715 | 2,737 | 0.1% | 0.16% | 145 | -2,915 | -30.27% | Q1 2026 | May 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 35,153 | 2,721 | 0.05% | — | 146 | +35,153 | New | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Added to | 6,633 | 2,704 | 0.0% | 0.0% | 147 | +2,166 | 48.49% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 6,498 | 2,651 | 0.04% | 0.04% | 148 | +465 | 7.71% | Q1 2026 | Apr 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 6,436 | 2,623 | 0.01% | 0.01% | 149 | +498 | 8.39% | Q1 2026 | May 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 6,259 | 2,551 | 0.2% | 0.22% | 150 | -41 | -0.65% | Q1 2026 | Apr 09, 2026 |
| Sherman Wealth Management LLC | History | Added to | 6,196 | 2,526 | 2.17% | 2.31% | 151 | +222 | 3.72% | Q1 2026 | Apr 13, 2026 |
| AE Wealth Management LLC | History | Added to | 6,141 | 2,503 | 0.01% | 0.01% | 152 | +1,624 | 35.95% | Q1 2026 | May 13, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 6,223 | 2,439 | 0.37% | 0.47% | 153 | -601 | -8.81% | Q1 2026 | May 07, 2026 |
| UMB Bank, n.a. | History | No change | 5,814 | 2,370 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 5,796 | 2,363 | 0.01% | 0.02% | 155 | -299 | -4.91% | Q1 2026 | Apr 30, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 5,549 | 2,262 | 0.15% | 0.16% | 156 | -37 | -0.66% | Q1 2026 | Apr 17, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 5,531 | 2,255 | 0.46% | 0.6% | 157 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 5,445 | 2,219 | 0.0% | 0.0% | 158 | -256 | -4.49% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,359 | 2,213 | 0.02% | 0.02% | 159 | +707 | 15.2% | Q1 2026 | Apr 07, 2026 |
| Sierra Capital LLC | History | Added to | 5,333 | 2,174 | 0.24% | 0.24% | 160 | +285 | 5.65% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | No change | 5,243 | 2,137 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Windward Private Wealth Management Inc. | History | No change | 5,199 | 2,119 | 0.73% | 0.8% | 162 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 5,177 | 2,110 | 0.03% | 0.03% | 163 | -21 | -0.4% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | No change | 5,034 | 2,090 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cove Private Wealth, LLC | History | Added to | 5,075 | 2,069 | 0.47% | 0.67% | 165 | +5 | 0.1% | Q1 2026 | May 13, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 4,984 | 2,031 | 0.57% | 0.64% | 166 | -62 | -1.23% | Q1 2026 | May 07, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 4,922 | 2,006 | 0.14% | 0.14% | 167 | +97 | 2.01% | Q1 2026 | May 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 4,857 | 1,979 | 0.09% | 0.08% | 168 | +943 | 24.09% | Q1 2026 | Apr 28, 2026 |
| Retirement Planning Group, LLC | History | Added to | 4,730 | 1,928 | 0.06% | 0.07% | 169 | +118 | 2.56% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,719 | 1,923 | 0.0% | 0.0% | 170 | -491 | -9.42% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 4,668 | 1,903 | 0.02% | 0.01% | 171 | +2,409 | 106.64% | Q1 2026 | May 15, 2026 |
| Significant Wealth Partners LLC | History | Reduced | 4,545 | 1,853 | 2.28% | 2.36% | 172 | -219 | -4.6% | Q1 2026 | Apr 08, 2026 |
| Essex Bank | History | Reduced | 4,542 | 1,851 | 0.41% | 0.44% | 173 | -6 | -0.13% | Q1 2026 | Apr 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,498 | 1,833 | 0.0% | 0.0% | 174 | -7,988 | -63.98% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,410 | 1,797 | 0.02% | 0.02% | 175 | +796 | 22.03% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,383 | 1,786 | 0.0% | 0.0% | 176 | -110 | -2.45% | Q1 2026 | May 08, 2026 |
| GEN Financial Management, INC. | History | Reduced | 4,371 | 1,782 | 1.1% | 1.28% | 177 | -205 | -4.48% | Q1 2026 | Apr 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 4,149 | 1,691 | 0.0% | 0.0% | 178 | +634 | 18.04% | Q1 2026 | May 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 4,134 | 1,685 | 0.08% | 0.08% | 179 | +50 | 1.22% | Q1 2026 | May 06, 2026 |
| Garde Capital, Inc. | History | Reduced | 4,077 | 1,662 | 0.1% | 0.18% | 180 | -2,600 | -38.94% | Q1 2026 | Apr 28, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 4,045 | 1,649 | 0.02% | 0.02% | 181 | +213 | 5.56% | Q1 2026 | Apr 21, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 4,023 | 1,640 | 0.47% | 0.52% | 182 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 3,938 | 1,605 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 3,935 | 1,604 | 0.03% | 0.03% | 184 | +36 | 0.92% | Q1 2026 | Apr 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 3,908 | 1,593 | 0.09% | 0.08% | 185 | +880 | 29.06% | Q1 2026 | Apr 20, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 3,906 | 1,592 | 0.49% | 0.54% | 186 | +70 | 1.82% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,895 | 1,587 | 0.05% | 0.08% | 187 | -986 | -20.2% | Q1 2026 | May 15, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 3,874 | 1,579 | 0.84% | 0.97% | 188 | -62 | -1.58% | Q1 2026 | Apr 24, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 3,872 | 1,578 | 0.56% | 0.66% | 189 | -239 | -5.81% | Q1 2026 | Apr 23, 2026 |
| KWB Wealth | History | No change | 3,503 | 1,557 | 0.15% | 0.15% | 190 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 3,806 | 1,556 | 0.06% | 0.2% | 191 | +965 | 33.97% | Q1 2026 | May 14, 2026 |
| High Note Wealth, LLC | History | No change | 3,785 | 1,543 | 0.3% | 0.33% | 192 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Reduced | 3,738 | 1,524 | 0.01% | 0.01% | 193 | -155 | -3.98% | Q1 2026 | May 15, 2026 |
| Safe Harbor Family Capital, LLC | History | No change | 3,699 | 1,508 | 1.18% | 1.44% | 194 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 3,622 | 1,476 | 0.66% | 0.79% | 195 | -397 | -9.88% | Q1 2026 | May 14, 2026 |
| HFG Advisors, Inc. | History | No change | 3,587 | 1,462 | 1.03% | 1.16% | 196 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Summit Asset Management, LLC | History | Added to | 3,526 | 1,437 | 0.2% | 0.19% | 197 | +497 | 16.41% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,505 | 1,428 | 0.0% | 0.0% | 198 | +975 | 38.54% | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,443 | 1,404 | 0.07% | 0.07% | 199 | +59 | 1.74% | Q1 2026 | May 18, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 3,432 | 1,399 | 0.79% | 0.72% | 200 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bawa N Mallick Trust | History | Reduced | 3,418 | 1,393 | 0.57% | 0.73% | 201 | -1,006 | -22.74% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 3,415 | 1,392 | 0.08% | 0.11% | 202 | -556 | -14.0% | Q1 2026 | Apr 30, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 3,407 | 1,389 | 0.9% | 0.98% | 203 | -27 | -0.79% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 3,350 | 1,365 | 0.09% | 0.1% | 204 | +200 | 6.35% | Q1 2026 | Apr 21, 2026 |
| Modern Wealth Management, LLC | History | Added to | 3,295 | 1,361 | 0.02% | 0.03% | 205 | +14 | 0.43% | Q1 2026 | May 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,262 | 1,329 | 0.39% | 0.43% | 206 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Americana Partners, LLC | History | No change | 3,251 | 1,325 | 0.03% | 0.04% | 207 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 3,101 | 1,288 | 0.48% | 0.49% | 208 | +155 | 5.26% | Q1 2026 | May 01, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 3,157 | 1,287 | 0.8% | 0.75% | 209 | +460 | 17.06% | Q1 2026 | Apr 21, 2026 |
| Arax Advisory Partners | History | Added to | 3,149 | 1,283 | 0.04% | 0.01% | 210 | +2,702 | 604.47% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 3,121 | 1,272 | 0.05% | 0.02% | 211 | +2,061 | 194.43% | Q1 2026 | May 19, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 3,111 | 1,268 | 0.06% | 0.07% | 212 | +210 | 7.24% | Q1 2026 | Apr 23, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | No change | 3,100 | 1,263 | 0.57% | 0.63% | 213 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 3,093 | 1,260 | 0.06% | 0.06% | 214 | +618 | 24.97% | Q1 2026 | Apr 15, 2026 |
| Compass Financial Group, INC/SD | History | No change | 3,079 | 1,255 | 0.18% | 0.2% | 215 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,076 | 1,254 | 0.06% | 0.02% | 216 | +2,014 | 189.64% | Q1 2026 | Apr 24, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 3,057 | 1,246 | 0.02% | 0.01% | 217 | +504 | 19.74% | Q1 2026 | May 08, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,994 | 1,220 | 0.0% | — | 218 | +2,994 | New | Q1 2026 | May 12, 2026 |
| Investment Insight Wealth Management, LLC | History | Added to | 2,907 | 1,184 | 1.28% | 1.27% | 219 | +1 | 0.03% | Q1 2026 | Apr 29, 2026 |
| Compound Planning, Inc. | History | Reduced | 2,895 | 1,180 | 0.04% | 0.04% | 220 | -7 | -0.24% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,884 | 1,175 | 0.03% | 0.03% | 221 | +136 | 4.95% | Q1 2026 | Apr 27, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 2,850 | 1,161 | 0.42% | 0.48% | 222 | -57 | -1.96% | Q1 2026 | Apr 29, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 2,814 | 1,147 | 0.04% | 0.09% | 223 | +944 | 50.48% | Q1 2026 | May 15, 2026 |
| Investment Advisory Group, LLC | History | Added to | 2,797 | 1,140 | 0.29% | 0.32% | 224 | +4 | 0.14% | Q1 2026 | Apr 22, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 2,794 | 1,139 | 0.09% | 0.1% | 225 | -196 | -6.56% | Q1 2026 | Apr 29, 2026 |
| Apollon Financial, LLC | History | Added to | 2,782 | 1,133 | 0.16% | 0.18% | 226 | +3 | 0.11% | Q1 2026 | Apr 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,746 | 1,119 | 0.1% | 0.11% | 227 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 2,712 | 1,105 | 0.01% | 0.02% | 228 | -49 | -1.77% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 2,664 | 1,086 | 0.02% | 0.02% | 229 | +176 | 7.07% | Q1 2026 | Apr 13, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 2,665 | 1,086 | 0.48% | 0.53% | 230 | +2 | 0.08% | Q1 2026 | Apr 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 2,637 | 1,075 | 0.0% | 0.0% | 231 | +10 | 0.38% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 2,632 | 1,072 | 0.0% | 0.0% | 232 | -74 | -2.73% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 2,405 | 1,069 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Belpointe Asset Management LLC | History | Added to | 2,608 | 1,063 | 0.04% | 0.04% | 234 | +23 | 0.89% | Q1 2026 | Apr 28, 2026 |
| BlackRock, Inc. | History | Added to | 2,568 | 1,047 | 0.0% | 0.0% | 235 | +1,720 | 202.83% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 2,552 | 1,040 | 0.02% | 0.02% | 236 | +68 | 2.74% | Q1 2026 | Apr 14, 2026 |
| Independent Advisor Alliance | History | Added to | 2,529 | 1,030 | 0.01% | 0.02% | 237 | +751 | 42.24% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 2,484 | 1,012 | 0.01% | 0.02% | 238 | -937 | -27.39% | Q1 2026 | May 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 2,241 | 996 | 0.05% | 0.05% | 239 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 2,414 | 983 | 0.04% | 0.05% | 240 | -332 | -12.09% | Q1 2026 | May 12, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 2,392 | 975 | 0.3% | 0.32% | 241 | +3 | 0.13% | Q1 2026 | Apr 20, 2026 |
| Visionary Wealth Advisors | History | New | 2,338 | 953 | 0.04% | — | 242 | +2,338 | New | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 2,324 | 947 | 0.01% | 0.01% | 243 | +122 | 5.54% | Q1 2026 | Apr 20, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 2,322 | 946 | 0.24% | 0.27% | 244 | +52 | 2.29% | Q1 2026 | Apr 27, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 2,274 | 926 | 0.0% | 0.0% | 245 | +2 | 0.09% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Added to | 2,251 | 917 | 0.04% | 0.05% | 246 | +81 | 3.73% | Q1 2026 | May 05, 2026 |
| Ignite Planners, LLC | History | Added to | 2,228 | 908 | 0.14% | 0.15% | 247 | +1 | 0.04% | Q1 2026 | Apr 17, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 2,202 | 897 | 0.21% | 0.33% | 248 | -535 | -19.55% | Q1 2026 | May 07, 2026 |
| Elite Financial, Inc. | History | No change | 2,185 | 890 | 0.4% | 0.44% | 249 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Carnegie Investment Counsel | History | Added to | 2,183 | 889 | 0.02% | 0.02% | 250 | +132 | 6.44% | Q1 2026 | May 01, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 1,993 | 886 | 0.07% | 0.07% | 251 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Northern Lights Advisors, Inc. | History | Reduced | 2,170 | 884 | 0.6% | 0.67% | 252 | -21 | -0.96% | Q1 2026 | Apr 21, 2026 |
| PFG Investments, LLC | History | Added to | 2,150 | 876 | 0.04% | 0.04% | 253 | +320 | 17.49% | Q1 2026 | Apr 27, 2026 |
| United Advisor Group, LLC | History | Added to | 2,142 | 873 | 0.11% | 0.11% | 254 | +124 | 6.14% | Q1 2026 | Apr 17, 2026 |
| Archer Investment Corp | History | Added to | 2,120 | 864 | 0.18% | 0.2% | 255 | +116 | 5.79% | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 2,107 | 859 | 0.02% | 0.02% | 256 | +17 | 0.81% | Q1 2026 | Apr 29, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 2,100 | 856 | 0.02% | 0.02% | 257 | +344 | 19.59% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,084 | 849 | 0.01% | 0.01% | 258 | +47 | 2.31% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 2,042 | 832 | 0.0% | 0.01% | 259 | -198 | -8.84% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,034 | 829 | 0.0% | 0.0% | 260 | -350 | -14.68% | Q1 2026 | May 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 2,025 | 825 | 0.53% | 0.58% | 261 | -17 | -0.83% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,014 | 820 | 0.0% | 0.01% | 262 | -934 | -31.68% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 2,006 | 818 | 0.01% | 0.01% | 263 | +57 | 2.92% | Q1 2026 | May 14, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 1,988 | 810 | 0.18% | 0.21% | 264 | +11 | 0.56% | Q1 2026 | May 21, 2026 |
| Laurel Wealth Planning LLC | History | No change | 1,985 | 809 | 0.43% | 0.49% | 265 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IHT Wealth Management, LLC | History | Added to | 1,983 | 808 | 0.02% | 0.02% | 266 | +337 | 20.47% | Q1 2026 | May 15, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 1,955 | 797 | 0.08% | 0.09% | 267 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MidFirst Bank | History | Added to | 1,935 | 788 | 0.07% | 0.07% | 268 | +28 | 1.47% | Q1 2026 | May 15, 2026 |
| One Day In July LLC | History | Added to | 1,911 | 779 | 0.06% | 0.07% | 269 | +89 | 4.88% | Q1 2026 | May 05, 2026 |
| Optiver Holding B.V. | History | New | 1,887 | 769 | 0.0% | — | 270 | +1,887 | New | Q1 2026 | May 15, 2026 |
| Wealthquest Corp | History | No change | 1,712 | 761 | 0.06% | 0.06% | 271 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 1,856 | 756 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 1,812 | 738 | 0.01% | 0.01% | 273 | -109 | -5.67% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,807 | 736 | 0.0% | 0.0% | 274 | +348 | 23.85% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Reduced | 1,799 | 733 | 0.02% | 0.04% | 275 | -1,286 | -41.69% | Q1 2026 | May 12, 2026 |
| Activest Wealth Management | History | No change | 1,800 | 733 | 0.13% | 0.15% | 276 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Accredited Investors Inc. | History | No change | 1,789 | 729 | 0.04% | 0.04% | 277 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 1,768 | 720 | 0.02% | 0.03% | 278 | -5 | -0.28% | Q1 2026 | May 11, 2026 |
| Security Financial Services, INC. | History | No change | 1,613 | 717 | 0.11% | 0.11% | 279 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 1,754 | 715 | 0.01% | 0.01% | 280 | +778 | 79.71% | Q1 2026 | May 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 1,748 | 712 | 0.04% | 0.03% | 281 | +548 | 45.67% | Q1 2026 | May 12, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 1,733 | 706 | 0.09% | 0.11% | 282 | +60 | 3.59% | Q1 2026 | Apr 28, 2026 |
| Hobart Private Capital, LLC | History | No change | 1,717 | 700 | 0.14% | 0.15% | 283 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Prairiewood Capital, LLC | History | New | 1,700 | 693 | 0.2% | — | 284 | +1,700 | New | Q1 2026 | Apr 16, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 1,691 | 689 | 0.43% | 0.52% | 286 | -249 | -12.84% | Q1 2026 | Apr 23, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 1,692 | 689 | 0.33% | 0.37% | 285 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GREENLEAF TRUST | History | No change | 1,675 | 682 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 1,667 | 679 | 0.43% | 0.66% | 288 | -874 | -34.4% | Q1 2026 | May 13, 2026 |
| CapWealth Advisors, LLC | History | No change | 1,663 | 677 | 0.05% | 0.05% | 289 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 1,647 | 671 | 0.04% | 0.07% | 290 | -54 | -3.17% | Q1 2026 | Apr 21, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,639 | 668 | 0.01% | 0.02% | 291 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 1,634 | 666 | 0.01% | 0.01% | 292 | -5 | -0.31% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,627 | 663 | 0.0% | 0.0% | 293 | -12 | -0.73% | Q1 2026 | May 05, 2026 |
| Bank of New Hampshire | History | Reduced | 1,622 | 661 | 0.15% | 0.22% | 294 | -571 | -26.04% | Q1 2026 | Apr 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 1,599 | 651 | 0.01% | 0.01% | 295 | +6 | 0.38% | Q1 2026 | May 18, 2026 |
| HighPoint Advisor Group LLC | History | New | 1,593 | 649 | 0.03% | — | 296 | +1,593 | New | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,575 | 642 | 0.01% | 0.01% | 297 | +554 | 54.26% | Q1 2026 | May 15, 2026 |
| Fairscale Capital, LLC | History | No change | 1,572 | 640 | 0.44% | 0.46% | 298 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 1,434 | 637 | 0.54% | 0.54% | 299 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Maia Wealth LLC | History | Added to | 1,560 | 636 | 0.11% | 0.11% | 300 | +15 | 0.97% | Q1 2026 | May 08, 2026 |