VANGUARD GROUP INC - VOOV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,866,106 | 380,293 | 0.03% | 0.03% | 1 | +25,441 | 1.38% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,172,687 | 238,982 | 0.01% | 0.01% | 2 | +43,628 | 3.86% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 681,534 | 138,889 | 0.02% | 0.02% | 3 | +17,967 | 2.71% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 595,377 | 121,331 | 0.03% | 0.03% | 4 | +639 | 0.11% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 514,433 | 104,836 | 0.11% | 0.11% | 5 | +6,963 | 1.37% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 481,608 | 96,528 | 0.01% | 0.01% | 6 | -102,118 | -17.49% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 438,054 | 89,270 | 0.03% | 0.02% | 7 | +74,118 | 20.37% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 374,650 | 76,289 | 0.02% | 0.02% | 8 | +14,647 | 4.07% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 305,202 | 62,198 | 0.09% | 0.1% | 9 | -63,163 | -17.15% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 299,951 | 61,229 | 0.09% | 0.1% | 10 | -21,758 | -6.76% | Q1 2026 | May 15, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 281,973 | 57,463 | 13.61% | 12.41% | 11 | +7,833 | 2.86% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 270,396 | 55,103 | 0.01% | 0.01% | 12 | -4,657 | -1.69% | Q1 2026 | May 11, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 245,421 | 50,014 | 10.3% | 10.06% | 13 | +6,734 | 2.82% | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 187,521 | 38,215 | 0.04% | 0.05% | 14 | -29,783 | -13.71% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 162,052 | 33,024 | 0.01% | 0.01% | 15 | -2,299 | -1.4% | Q1 2026 | May 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 159,960 | 32,598 | 0.04% | 0.04% | 16 | -1,640 | -1.01% | Q1 2026 | May 13, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 152,483 | 31,074 | 5.99% | 6.13% | 17 | +4,018 | 2.71% | Q1 2026 | May 07, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Reduced | 122,450 | 24,954 | 2.04% | 1.97% | 18 | -223 | -0.18% | Q1 2026 | Apr 16, 2026 |
| Zhang Financial LLC | History | Added to | 107,875 | 21,983 | 0.76% | 0.79% | 19 | +4,462 | 4.31% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 106,095 | 21,621 | 0.0% | 0.0% | 20 | +16,004 | 17.76% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 105,185 | 21,435 | 0.21% | 0.29% | 21 | -39,098 | -27.1% | Q1 2026 | May 08, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 98,361 | 20,044 | 0.08% | 0.19% | 22 | -146,701 | -59.86% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 89,232 | 18,184 | 0.09% | 0.1% | 23 | -12,300 | -12.11% | Q1 2026 | Apr 24, 2026 |
| MMA ASSET MANAGEMENT LLC | History | New | 85,908 | 17,507 | 6.16% | — | 24 | +85,908 | New | Q1 2026 | Apr 08, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 83,854 | 17,088 | 1.24% | 1.29% | 25 | -13,764 | -14.1% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 83,816 | 17,081 | 0.04% | 0.06% | 26 | -28,163 | -25.15% | Q1 2026 | Apr 30, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 83,626 | 17,042 | 0.28% | 0.15% | 27 | +49,084 | 142.1% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 77,029 | 15,697 | 0.12% | 0.12% | 28 | +1,509 | 2.0% | Q1 2026 | Apr 15, 2026 |
| Lutz Financial Services LLC | History | Reduced | 72,295 | 14,732 | 0.99% | 1.03% | 29 | -1,841 | -2.48% | Q1 2026 | May 04, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 71,119 | 14,493 | 2.56% | 2.54% | 30 | -8,824 | -11.04% | Q1 2026 | May 11, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 70,382 | 14,343 | 1.49% | 1.45% | 31 | +3,782 | 5.68% | Q1 2026 | Apr 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 67,511 | 13,758 | 0.01% | 0.01% | 32 | +4,366 | 6.91% | Q1 2026 | May 07, 2026 |
| Cascades Capital Asset Management, LLC | History | Reduced | 65,576 | 13,363 | 5.6% | 5.64% | 33 | -207 | -0.31% | Q1 2026 | May 15, 2026 |
| CONNING INC. | History | Added to | 60,477 | 12,324 | 0.41% | 0.37% | 34 | +6,078 | 11.17% | Q1 2026 | Apr 30, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 54,950 | 11,198 | 0.22% | 0.23% | 35 | +192 | 0.35% | Q1 2026 | May 14, 2026 |
| Aspire Growth Partners LLC | History | Added to | 54,386 | 11,083 | 7.6% | 6.84% | 36 | +6,429 | 13.41% | Q1 2026 | Apr 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 50,733 | 10,338 | 0.0% | 0.0% | 37 | -20,466 | -28.74% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 50,647 | 10,321 | 0.02% | 0.02% | 38 | +3,663 | 7.8% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 50,281 | 10,246 | 0.13% | 0.1% | 39 | +16,385 | 48.34% | Q1 2026 | May 15, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 50,197 | 10,229 | 1.03% | 1.04% | 40 | -163 | -0.32% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 50,850 | 10,188 | 0.0% | 0.0% | 41 | +23,093 | 83.2% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 49,089 | 10,004 | 0.02% | 0.02% | 42 | -1,078 | -2.15% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Added to | 46,958 | 9,569 | 0.13% | 0.14% | 43 | +815 | 1.77% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 46,024 | 9,377 | 0.01% | 0.01% | 44 | +1,533 | 3.45% | Q1 2026 | May 12, 2026 |
| First Bank & Trust | History | No change | 45,762 | 9,325 | 1.5% | 1.53% | 45 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 45,499 | 9,272 | 0.2% | 0.2% | 46 | +763 | 1.71% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Added to | 44,607 | 9,090 | 0.01% | 0.01% | 47 | +1,570 | 3.65% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 43,748 | 8,915 | 0.22% | 0.22% | 48 | +200 | 0.46% | Q1 2026 | Apr 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 42,536 | 8,668 | 0.03% | 0.03% | 49 | +2,969 | 7.5% | Q1 2026 | Apr 30, 2026 |
| Blue Trust, Inc. | History | Reduced | 41,394 | 8,435 | 0.1% | 0.1% | 50 | -1,421 | -3.32% | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Added to | 41,142 | 8,384 | 0.04% | 0.04% | 51 | +852 | 2.11% | Q1 2026 | May 15, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 41,093 | 8,374 | 0.35% | 0.37% | 52 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EHRLICH FINANCIAL GROUP | History | New | 38,712 | 7,889 | 4.53% | — | 53 | +38,712 | New | Q1 2026 | Apr 08, 2026 |
| Savant Capital, LLC | History | Added to | 38,145 | 7,773 | 0.04% | 0.04% | 54 | +655 | 1.75% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | Added to | 36,141 | 7,412 | 0.01% | 0.01% | 55 | +8,117 | 28.96% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 35,923 | 7,320 | 0.01% | 0.03% | 56 | -61,094 | -62.97% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 34,502 | 7,031 | 0.43% | 0.3% | 57 | +3,914 | 12.8% | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | Added to | 33,901 | 6,908 | 0.0% | 0.0% | 58 | +18,407 | 118.8% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 32,129 | 6,570 | 0.01% | 0.01% | 59 | -9,470 | -22.76% | Q1 2026 | Apr 08, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 31,392 | 6,397 | 0.64% | 0.64% | 60 | +1 | 0.0% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 30,989 | 6,315 | 0.01% | 0.01% | 61 | -766 | -2.41% | Q1 2026 | Apr 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 30,561 | 6,227 | 0.05% | 0.05% | 62 | +237 | 0.78% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 30,036 | 6,121 | 0.0% | 0.0% | 63 | +21,036 | 233.73% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | Added to | 29,976 | 6,108 | 0.42% | 0.45% | 64 | +413 | 1.4% | Q1 2026 | May 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 28,046 | 5,745 | 1.67% | 1.67% | 65 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Garde Capital, Inc. | History | Reduced | 28,013 | 5,708 | 0.34% | 0.66% | 66 | -26,700 | -48.8% | Q1 2026 | Apr 28, 2026 |
| Fairscale Capital, LLC | History | Reduced | 27,501 | 5,604 | 3.88% | 3.74% | 67 | -71 | -0.26% | Q1 2026 | May 11, 2026 |
| Ramiah Investment Group | History | Added to | 25,895 | 5,277 | 5.3% | 4.92% | 68 | +1,348 | 5.49% | Q1 2026 | Apr 21, 2026 |
| Avant Capital LLC | History | Added to | 25,721 | 5,241 | 3.69% | 3.61% | 69 | +72 | 0.28% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 24,796 | 5,053 | 0.01% | 0.02% | 70 | -10,443 | -29.63% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 24,553 | 5,003 | 0.01% | 0.01% | 71 | -2,766 | -10.12% | Q1 2026 | May 04, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 22,977 | 4,682 | 1.41% | 1.36% | 72 | +760 | 3.42% | Q1 2026 | Apr 20, 2026 |
| BROWN ADVISORY INC | History | Reduced | 22,712 | 4,628 | 0.01% | 0.01% | 73 | -90 | -0.39% | Q1 2026 | May 15, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 22,482 | 4,581 | 3.49% | 0.45% | 74 | +19,865 | 759.08% | Q1 2026 | Apr 21, 2026 |
| Caprock Group, LLC | History | Added to | 21,782 | 4,439 | 0.11% | 0.09% | 75 | +87 | 0.4% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 21,679 | 4,417 | 0.02% | 0.04% | 76 | -3,922 | -15.32% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | New | 20,705 | 4,219 | 0.06% | — | 77 | +20,705 | New | Q1 2026 | Apr 09, 2026 |
| FIFTH THIRD BANCORP | History | New | 20,612 | 4,200 | 0.01% | — | 78 | +20,612 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 20,271 | 4,152 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 20,078 | 4,091 | 1.46% | 1.5% | 80 | -419 | -2.04% | Q1 2026 | Apr 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 19,542 | 3,990 | 0.04% | 0.05% | 81 | -1,562 | -7.4% | Q1 2026 | Apr 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 18,749 | 3,821 | 0.01% | 0.01% | 82 | -720 | -3.7% | Q1 2026 | Apr 22, 2026 |
| WBH ADVISORY INC | History | Reduced | 18,627 | 3,803 | 0.28% | 0.3% | 83 | -879 | -4.51% | Q1 2026 | Apr 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 18,335 | 3,736 | 0.01% | 0.02% | 84 | -2,590 | -12.38% | Q1 2026 | Apr 24, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 18,319 | 3,733 | 0.04% | 0.05% | 85 | -280 | -1.51% | Q1 2026 | May 01, 2026 |
| First Bancorp, Inc /ME/ | History | Added to | 18,089 | 3,686 | 1.83% | 1.91% | 86 | +592 | 3.38% | Q1 2026 | Apr 20, 2026 |
| North Star Investment Management Corp. | History | Reduced | 17,941 | 3,656 | 0.22% | 0.25% | 87 | -1,539 | -7.9% | Q1 2026 | Apr 23, 2026 |
| Allworth Financial LP | History | Added to | 17,689 | 3,604 | 0.01% | 0.01% | 88 | +210 | 1.2% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | New | 17,181 | 3,503 | 0.12% | — | 90 | +17,181 | New | Q1 2026 | May 14, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 17,189 | 3,503 | 1.36% | 1.08% | 89 | +6,271 | 57.44% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 17,165 | 3,498 | 0.0% | 0.0% | 91 | +15,113 | 736.5% | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 16,646 | 3,392 | 0.38% | 0.4% | 92 | -919 | -5.23% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 16,070 | 3,274 | 0.0% | — | 93 | +16,070 | New | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 15,829 | 3,225 | 0.01% | 0.01% | 94 | +203 | 1.3% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 15,819 | 3,223 | 0.14% | 0.15% | 95 | +358 | 2.32% | Q1 2026 | Apr 28, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 15,653 | 3,189 | 1.11% | 1.08% | 96 | +99 | 0.64% | Q1 2026 | Apr 21, 2026 |
| INSIGHT 2811, INC. | History | Added to | 14,754 | 3,006 | 1.26% | 1.28% | 97 | +544 | 3.83% | Q1 2026 | May 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 14,210 | 2,894 | 0.01% | 0.0% | 98 | +495 | 3.61% | Q1 2026 | May 01, 2026 |
| Arlington Trust Co LLC | History | Reduced | 14,133 | 2,880 | 0.25% | 0.33% | 99 | -1,487 | -9.52% | Q1 2026 | Apr 08, 2026 |
| Constellation Investments, Inc. | History | No change | 14,000 | 2,853 | 0.09% | 0.09% | 100 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Prospera Financial Services Inc | History | Added to | 13,416 | 2,734 | 0.04% | 0.04% | 101 | +272 | 2.07% | Q1 2026 | Apr 14, 2026 |
| KINTRA WEALTH, LLC | History | New | 13,415 | 2,733 | 0.19% | — | 102 | +13,415 | New | Q1 2026 | May 15, 2026 |
| HFG Advisors, Inc. | History | Added to | 13,211 | 2,692 | 1.89% | 1.91% | 103 | +310 | 2.4% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 13,118 | 2,673 | 0.0% | 0.0% | 104 | +3,544 | 37.02% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 13,067 | 2,662 | 0.17% | 0.18% | 105 | -515 | -3.79% | Q1 2026 | Apr 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 12,700 | 2,588 | 0.0% | — | 106 | +12,700 | New | Q1 2026 | May 12, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 12,679 | 2,584 | 0.9% | 0.59% | 107 | +4,733 | 59.56% | Q1 2026 | Apr 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 12,371 | 2,531 | 0.02% | 0.01% | 108 | +2,107 | 20.53% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,806 | 2,405 | 0.0% | 0.0% | 110 | +2,202 | 22.93% | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 11,805 | 2,405 | 0.02% | 0.02% | 109 | +308 | 2.68% | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 11,715 | 2,387 | 0.05% | 0.05% | 111 | -299 | -2.49% | Q1 2026 | Apr 27, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 11,606 | 2,365 | 0.13% | 0.14% | 112 | -455 | -3.77% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Wealth | History | Reduced | 11,413 | 2,326 | 0.0% | 0.0% | 113 | -82 | -0.71% | Q1 2026 | May 14, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 11,523 | 2,309 | 0.35% | 0.4% | 114 | -955 | -7.65% | Q1 2026 | May 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 11,292 | 2,301 | 0.03% | 0.03% | 115 | +225 | 2.03% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 10,488 | 2,137 | 0.0% | — | 116 | +10,488 | New | Q1 2026 | May 13, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 10,005 | 2,038 | 1.72% | 1.65% | 117 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 9,661 | 1,968 | 0.15% | — | 118 | +9,661 | New | Q1 2026 | Apr 30, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 9,586 | 1,953 | 0.03% | 0.04% | 119 | -2,204 | -18.69% | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 9,480 | 1,931 | 0.02% | 0.02% | 120 | -1,747 | -15.56% | Q1 2026 | Apr 13, 2026 |
| Brookstone Capital Management | History | Added to | 9,447 | 1,925 | 0.02% | 0.01% | 121 | +3,197 | 51.15% | Q1 2026 | Apr 16, 2026 |
| Modera Wealth Management, LLC | History | Added to | 9,433 | 1,922 | 0.02% | 0.02% | 122 | +2 | 0.02% | Q1 2026 | May 06, 2026 |
| Avior Wealth Management, LLC | History | Added to | 9,385 | 1,912 | 0.05% | 0.06% | 123 | +534 | 6.03% | Q1 2026 | Apr 09, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 9,367 | 1,908 | 0.2% | 0.21% | 124 | +29 | 0.31% | Q1 2026 | Apr 30, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 9,194 | 1,873 | 0.69% | 0.69% | 125 | -149 | -1.59% | Q1 2026 | May 08, 2026 |
| Gotham Asset Management, LLC | History | No change | 9,149 | 1,864 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 9,089 | 1,852 | 0.03% | 0.03% | 127 | -1 | -0.01% | Q1 2026 | May 14, 2026 |
| Expressive Wealth LLC | History | Added to | 8,456 | 1,836 | 1.75% | 1.75% | 128 | +544 | 6.88% | Q1 2026 | May 11, 2026 |
| Allen Investment Management, LLC | History | No change | 8,891 | 1,811 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 8,726 | 1,778 | 0.01% | 0.01% | 130 | +3,044 | 53.57% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | New | 8,515 | 1,735 | 0.02% | — | 131 | +8,515 | New | Q1 2026 | May 13, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 8,050 | 1,640 | 0.55% | 0.56% | 132 | -127 | -1.55% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 7,849 | 1,599 | 0.0% | 0.0% | 133 | +1,293 | 19.72% | Q1 2026 | May 14, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 7,793 | 1,596 | 0.31% | 0.31% | 134 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Sierra Capital LLC | History | Added to | 7,815 | 1,593 | 0.17% | 0.16% | 135 | +310 | 4.13% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 7,756 | 1,580 | 0.0% | 0.0% | 136 | +2,859 | 58.38% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 7,753 | 1,579 | 0.0% | 0.01% | 137 | +528 | 7.31% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 7,721 | 1,573 | 0.01% | 0.01% | 138 | -729 | -8.63% | Q1 2026 | May 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 7,518 | 1,532 | 0.02% | 0.02% | 139 | +6 | 0.08% | Q1 2026 | May 01, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 7,450 | 1,518 | 0.06% | 0.08% | 140 | -2,597 | -25.85% | Q1 2026 | May 12, 2026 |
| Northern Lights Advisors, Inc. | History | No change | 7,248 | 1,477 | 1.0% | 1.02% | 141 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Intrua Financial, LLC | History | Reduced | 7,141 | 1,455 | 0.15% | 0.16% | 142 | -96 | -1.33% | Q1 2026 | Apr 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 7,087 | 1,444 | 0.05% | 0.05% | 143 | +716 | 11.24% | Q1 2026 | Apr 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 6,989 | 1,424 | 0.07% | 0.06% | 144 | +285 | 4.25% | Q1 2026 | May 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,965 | 1,419 | 0.0% | 0.0% | 145 | -541 | -7.21% | Q1 2026 | May 15, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 6,889 | 1,403 | 0.04% | 0.05% | 146 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Added to | 6,855 | 1,396 | 0.08% | 0.07% | 147 | +839 | 13.95% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,835 | 1,392 | 0.0% | 0.0% | 148 | +549 | 8.73% | Q1 2026 | May 13, 2026 |
| Apollon Financial, LLC | History | Added to | 6,698 | 1,364 | 0.19% | 0.19% | 149 | +322 | 5.05% | Q1 2026 | Apr 22, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 6,662 | 1,357 | 0.01% | 0.01% | 150 | +2,043 | 44.23% | Q1 2026 | May 01, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 6,590 | 1,342 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 6,456 | 1,315 | 0.3% | 0.31% | 152 | -197 | -2.96% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Reduced | 6,451 | 1,314 | 0.0% | 0.0% | 153 | -2,685 | -29.39% | Q1 2026 | May 12, 2026 |
| Avion Wealth | History | Reduced | 6,392 | 1,302 | 0.27% | 0.28% | 154 | -188 | -2.86% | Q1 2026 | May 01, 2026 |
| Apeiron RIA LLC | History | Added to | 6,311 | 1,286 | 0.3% | 0.26% | 155 | +248 | 4.09% | Q1 2026 | Apr 27, 2026 |
| Evercore Wealth Management, LLC | History | No change | 6,304 | 1,284 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Innova Wealth Partners | History | Added to | 6,241 | 1,271 | 0.6% | 0.52% | 157 | +1,218 | 24.25% | Q1 2026 | Apr 24, 2026 |
| Compass Financial Group, INC/SD | History | No change | 6,214 | 1,266 | 0.18% | 0.18% | 158 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Advisory Alpha, LLC | History | Added to | 6,167 | 1,256 | 0.03% | 0.03% | 159 | +1,071 | 21.02% | Q1 2026 | May 14, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 6,118 | 1,246 | 0.71% | 0.7% | 161 | +28 | 0.46% | Q1 2026 | May 13, 2026 |
| Gemmer Asset Management LLC | History | Added to | 6,117 | 1,246 | 0.1% | 0.1% | 160 | +1 | 0.02% | Q1 2026 | Apr 22, 2026 |
| NORTHERN TRUST CORP | History | Added to | 6,080 | 1,239 | 0.0% | 0.0% | 162 | +2,023 | 49.86% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 6,024 | 1,227 | 0.0% | 0.0% | 163 | +318 | 5.57% | Q1 2026 | May 13, 2026 |
| Fiera Capital Corp | History | No change | 5,998 | 1,222 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HighPoint Advisor Group LLC | History | New | 5,948 | 1,212 | 0.05% | — | 165 | +5,948 | New | Q1 2026 | May 14, 2026 |
| KWB Wealth | History | No change | 5,639 | 1,155 | 0.11% | 0.11% | 166 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 5,648 | 1,151 | 0.04% | — | 167 | +5,648 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,512 | 1,123 | 0.01% | 0.01% | 168 | +38 | 0.69% | Q1 2026 | Apr 28, 2026 |
| RFG Advisory, LLC | History | Added to | 5,503 | 1,121 | 0.02% | 0.01% | 169 | +2,944 | 115.04% | Q1 2026 | Apr 17, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 5,443 | 1,109 | 0.08% | 0.08% | 170 | +24 | 0.44% | Q1 2026 | May 14, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 5,414 | 1,103 | 0.15% | 0.15% | 171 | +24 | 0.45% | Q1 2026 | Apr 08, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 5,385 | 1,097 | 0.39% | 0.74% | 173 | -2,827 | -34.43% | Q1 2026 | Apr 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 5,386 | 1,097 | 0.02% | 0.02% | 172 | +550 | 11.37% | Q1 2026 | May 11, 2026 |
| Security Financial Services, INC. | History | No change | 5,294 | 1,084 | 0.17% | 0.17% | 174 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 5,228 | 1,065 | 0.0% | 0.0% | 175 | +5,044 | 2741.3% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 5,174 | 1,054 | 0.0% | 0.0% | 176 | -2,747 | -34.68% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 5,083 | 1,034 | 0.01% | 0.01% | 177 | +6 | 0.12% | Q1 2026 | May 12, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 5,000 | 1,018 | 0.58% | 0.48% | 178 | +9 | 0.18% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 4,924 | 1,003 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Visionary Wealth Advisors | History | New | 4,820 | 982 | 0.04% | — | 180 | +4,820 | New | Q1 2026 | May 13, 2026 |
| SCS Capital Management LLC | History | Reduced | 4,809 | 980 | 0.01% | 0.01% | 181 | -1 | -0.02% | Q1 2026 | May 11, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 4,804 | 979 | 0.65% | 0.58% | 182 | -955 | -16.58% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Reduced | 4,778 | 973 | 0.02% | 0.02% | 183 | -129 | -2.63% | Q1 2026 | Apr 27, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 4,560 | 972 | 0.02% | — | 184 | +4,560 | New | Q1 2026 | May 01, 2026 |
| Capital Asset Managemnet, LLC | History | No change | 4,748 | 967 | 1.09% | 1.08% | 185 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Santori & Peters, Inc. | History | Added to | 4,695 | 956 | 0.3% | 0.33% | 186 | +1 | 0.02% | Q1 2026 | May 07, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,611 | 939 | 0.03% | 0.04% | 187 | -122 | -2.58% | Q1 2026 | Apr 28, 2026 |
| Beaumont Asset Management, L.L.C. | History | Reduced | 4,588 | 934 | 0.42% | 0.5% | 188 | -258 | -5.32% | Q1 2026 | Apr 21, 2026 |
| Verum Partners LLC | History | Added to | 4,472 | 911 | 0.17% | 0.18% | 189 | +22 | 0.49% | Q1 2026 | Apr 15, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 4,461 | 909 | 0.28% | 0.17% | 190 | +1,910 | 74.87% | Q1 2026 | May 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 4,448 | 906 | 0.18% | 0.22% | 191 | -761 | -14.61% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Reduced | 4,330 | 904 | 0.03% | 0.03% | 192 | -321 | -6.9% | Q1 2026 | Apr 09, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 4,423 | 901 | 0.13% | 0.13% | 193 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 4,359 | 888 | 0.01% | — | 195 | +4,359 | New | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 4,359 | 888 | 0.03% | 0.03% | 194 | +389 | 9.8% | Q1 2026 | May 11, 2026 |
| Soltis Investment Advisors LLC | History | No change | 4,327 | 881 | 0.06% | 0.06% | 196 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 4,302 | 876 | 0.02% | 0.02% | 197 | +827 | 23.8% | Q1 2026 | May 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 4,247 | 865 | 0.06% | 0.06% | 198 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Northwest Wealth Advisors, LLC | History | Reduced | 4,194 | 854 | 0.61% | 0.82% | 199 | -950 | -18.47% | Q1 2026 | Apr 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 4,182 | 852 | 0.01% | 0.01% | 200 | +58 | 1.41% | Q1 2026 | May 13, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 3,985 | 812 | 0.7% | 0.86% | 201 | -841 | -17.43% | Q1 2026 | Apr 13, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 3,927 | 800 | 0.1% | 0.11% | 202 | +10 | 0.26% | Q1 2026 | Apr 28, 2026 |
| MidFirst Bank | History | Added to | 3,852 | 784 | 0.06% | 0.06% | 203 | +127 | 3.41% | Q1 2026 | May 15, 2026 |
| CERTUITY, LLC | History | Added to | 3,841 | 782 | 0.05% | 0.05% | 204 | +18 | 0.47% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,580 | 729 | 0.01% | 0.01% | 205 | +872 | 32.2% | Q1 2026 | May 15, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 3,568 | 727 | 0.16% | 0.16% | 207 | -105 | -2.86% | Q1 2026 | Apr 10, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 3,550 | 727 | 0.06% | 0.06% | 206 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 3,558 | 725 | 0.67% | 0.67% | 208 | +27 | 0.76% | Q1 2026 | Apr 24, 2026 |
| Creekside Partners | History | Reduced | 3,534 | 720 | 0.3% | 0.31% | 209 | -91 | -2.51% | Q1 2026 | Apr 21, 2026 |
| Marshall Financial Group, LLC | History | Added to | 3,487 | 710 | 0.11% | 0.14% | 210 | +10 | 0.29% | Q1 2026 | Apr 10, 2026 |
| MAI Capital Management | History | Added to | 3,466 | 706 | 0.0% | 0.0% | 211 | +6 | 0.17% | Q1 2026 | May 15, 2026 |
| WEST BANCORPORATION INC | History | No change | 3,450 | 703 | 0.35% | 0.37% | 212 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 3,387 | 690 | 0.48% | 0.44% | 213 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 3,364 | 686 | 0.19% | 0.2% | 214 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 3,344 | 681 | 0.09% | 0.1% | 215 | +128 | 3.98% | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,379 | 677 | 0.02% | 0.03% | 216 | -322 | -8.7% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 3,318 | 676 | 0.01% | 0.01% | 217 | -190 | -5.42% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 3,290 | 670 | 0.05% | 0.06% | 218 | -846 | -20.45% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,287 | 669 | 0.0% | 0.0% | 219 | -87 | -2.58% | Q1 2026 | May 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,282 | 668 | 0.2% | 0.2% | 220 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| STEPHENS INC /AR/ | History | Added to | 3,241 | 660 | 0.01% | 0.01% | 221 | +124 | 3.98% | Q1 2026 | Apr 28, 2026 |
| Magnus Financial Group LLC | History | Added to | 3,134 | 638 | 0.05% | 0.05% | 222 | +14 | 0.45% | Q1 2026 | Apr 10, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 3,000 | 611 | 0.26% | 0.26% | 223 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,992 | 609 | 0.04% | 0.04% | 224 | +1 | 0.03% | Q1 2026 | Apr 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 2,918 | 594 | 0.01% | 0.01% | 225 | +10 | 0.34% | Q1 2026 | Apr 15, 2026 |
| Kropog Financial Group, LLC | History | Added to | 2,916 | 594 | 0.48% | 0.46% | 226 | +8 | 0.28% | Q1 2026 | Apr 24, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 2,859 | 582 | 0.12% | 0.13% | 227 | +4 | 0.14% | Q1 2026 | Apr 15, 2026 |
| Lido Advisors, LLC | History | Added to | 2,833 | 577 | 0.0% | 0.0% | 229 | +914 | 47.63% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 2,817 | 577 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Archer Investment Corp | History | No change | 2,813 | 573 | 0.12% | 0.13% | 230 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Savvy Advisors, Inc. | History | Added to | 2,800 | 570 | 0.02% | 0.01% | 231 | +1,527 | 119.95% | Q1 2026 | May 11, 2026 |
| VANGUARD ADVISERS INC | History | New | 2,770 | 564 | 0.0% | — | 232 | +2,770 | New | Q1 2026 | May 08, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 2,755 | 561 | 0.04% | 0.06% | 233 | -996 | -26.55% | Q1 2026 | Apr 27, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 2,675 | 545 | 0.24% | 0.23% | 234 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,673 | 544 | 0.0% | 0.0% | 235 | +335 | 14.33% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Added to | 2,656 | 541 | 0.0% | 0.0% | 236 | +233 | 9.62% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,595 | 528 | 0.01% | 0.01% | 237 | +122 | 4.93% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Added to | 2,579 | 525 | 0.0% | 0.0% | 238 | +52 | 2.06% | Q1 2026 | May 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 2,553 | 520 | 0.25% | 0.21% | 239 | +520 | 25.58% | Q1 2026 | May 08, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 2,550 | 519 | 0.07% | 0.08% | 240 | -98 | -3.7% | Q1 2026 | Apr 13, 2026 |
| Rodgers & Associates, LTD | History | No change | 2,546 | 518 | 0.05% | 0.05% | 241 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 2,534 | 516 | 0.01% | 0.01% | 242 | -143 | -5.34% | Q1 2026 | Apr 20, 2026 |
| BHK Investment Advisors, LLC | History | No change | 2,500 | 509 | 0.17% | 0.17% | 243 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 2,500 | 509 | 0.14% | 0.15% | 244 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,495 | 508 | 0.0% | — | 245 | +2,495 | New | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 2,489 | 507 | 0.0% | — | 246 | +2,489 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,472 | 503 | 0.02% | 0.02% | 247 | +178 | 7.76% | Q1 2026 | Apr 24, 2026 |
| Shulman DeMeo Asset Management LLC | History | Added to | 2,448 | 498 | 0.11% | 0.11% | 248 | +105 | 4.48% | Q1 2026 | Apr 09, 2026 |
| Heritage Wealth Advisors | History | Added to | 2,428 | 494 | 0.02% | 0.02% | 250 | +82 | 3.5% | Q1 2026 | May 13, 2026 |
| Roundview Capital LLC | History | No change | 2,425 | 494 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 2,375 | 483 | 0.01% | 0.01% | 251 | +631 | 36.18% | Q1 2026 | May 12, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 2,341 | 477 | 0.02% | 0.02% | 252 | +2 | 0.09% | Q1 2026 | May 07, 2026 |
| SIMPLEX TRADING, LLC | History | New | 2,261 | 460 | 0.0% | — | 253 | +2,261 | New | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 2,248 | 458 | 0.02% | 0.02% | 254 | -65 | -2.81% | Q1 2026 | May 19, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 2,233 | 457 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 2,143 | 455 | 0.09% | 0.1% | 256 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Roberts Wealth Advisors, LLC | History | Reduced | 2,195 | 447 | 0.11% | 0.12% | 257 | -20 | -0.9% | Q1 2026 | Apr 07, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 2,172 | 442 | 0.06% | 0.05% | 258 | +250 | 13.01% | Q1 2026 | Apr 22, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 2,107 | 429 | 0.03% | 0.03% | 259 | +9 | 0.43% | Q1 2026 | Apr 17, 2026 |
| Walker Asset Management, LLC | History | No change | 2,093 | 426 | 0.23% | 0.23% | 260 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 2,020 | 411 | 0.07% | 0.07% | 261 | -30 | -1.46% | Q1 2026 | May 15, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 2,012 | 410 | 0.09% | 0.09% | 262 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 1,983 | 406 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Oxler Private Wealth LLC | History | Added to | 1,941 | 395 | 0.12% | 0.11% | 264 | +9 | 0.47% | Q1 2026 | Apr 28, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 1,930 | 393 | 0.01% | 0.01% | 265 | +254 | 15.16% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 1,916 | 390 | 0.0% | 0.01% | 266 | -1,578 | -45.16% | Q1 2026 | May 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 1,897 | 386 | 0.02% | — | 267 | +1,897 | New | Q1 2026 | Apr 28, 2026 |
| Keel Point, LLC | History | No change | 1,880 | 385 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFG Advisors, LLC | History | No change | 1,885 | 384 | 0.06% | 0.06% | 269 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SMITH, MOORE & CO. | History | Added to | 1,829 | 372 | 0.03% | 0.03% | 270 | +9 | 0.49% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,827 | 372 | 0.0% | 0.0% | 271 | +2 | 0.11% | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 1,823 | 371 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Calamos Advisors LLC | History | No change | 1,812 | 369 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 1,798 | 366 | 0.09% | 0.08% | 274 | +8 | 0.45% | Q1 2026 | May 12, 2026 |
| CapWealth Advisors, LLC | History | No change | 1,789 | 364 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 1,731 | 352 | 0.29% | 0.3% | 276 | +18 | 1.05% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,713 | 349 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 1,693 | 345 | 0.08% | 0.08% | 278 | +169 | 11.09% | Q1 2026 | May 07, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 1,689 | 344 | 0.0% | 0.0% | 280 | +7 | 0.42% | Q1 2026 | May 14, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 1,642 | 344 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HANOVER ADVISORS INC | History | No change | 1,680 | 342 | 0.14% | 0.13% | 281 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Warner Group LLC | History | Added to | 1,650 | 336 | 0.22% | 0.16% | 282 | +413 | 33.39% | Q1 2026 | Apr 29, 2026 |
| NICOLET BANKSHARES INC | History | New | 1,642 | 335 | 0.01% | — | 283 | +1,642 | New | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,640 | 334 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Centric Wealth Management | History | Added to | 1,544 | 331 | 0.07% | 0.07% | 285 | +14 | 0.92% | Q1 2026 | May 12, 2026 |
| Leo Wealth, LLC | History | Reduced | 1,618 | 329 | 0.02% | 0.03% | 287 | -125 | -7.17% | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,616 | 329 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lakeside Advisors, INC. | History | No change | 1,614 | 328 | 0.22% | 0.21% | 288 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 1,602 | 326 | 0.0% | 0.01% | 289 | -2,408 | -60.05% | Q1 2026 | Apr 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,586 | 323 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Net Worth Advisory Group | History | Added to | 1,581 | 322 | 0.07% | 0.06% | 291 | +18 | 1.15% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,564 | 318 | 0.02% | 0.0% | 292 | +1,222 | 357.31% | Q1 2026 | Apr 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 1,550 | 310 | 0.02% | 0.02% | 293 | -59 | -3.67% | Q1 2026 | Apr 24, 2026 |
| Principle Wealth Partners LLC | History | Added to | 1,522 | 310 | 0.02% | 0.02% | 294 | +2 | 0.13% | Q1 2026 | May 07, 2026 |
| Hardin Capital Partners, LLC | History | No change | 1,526 | 310 | 0.14% | 0.15% | 295 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 1,521 | 309 | 0.04% | 1.65% | 296 | -42,188 | -96.52% | Q1 2026 | Apr 20, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,514 | 308 | 0.0% | 0.0% | 297 | +42 | 2.85% | Q1 2026 | May 05, 2026 |
| Compound Planning, Inc. | History | Added to | 1,498 | 305 | 0.01% | 0.01% | 298 | +152 | 11.29% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,477 | 300 | 0.0% | 0.01% | 299 | -2,254 | -60.41% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | Reduced | 1,477 | 299 | 0.02% | 0.02% | 300 | -962 | -39.44% | Q1 2026 | May 14, 2026 |