VANGUARD INDEX FUNDS - VOT
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 | 2,981,930 | 767,399 | 0.05% | 0.05% | 1 | +9,766 | 0.33% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,157,636 | 555,267 | 0.04% | 0.04% | 2 | +54,788 | 2.61% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 2,141,628 | 551,147 | 1.12% | 1.26% | 3 | -76,750 | -3.46% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,674,562 | 430,948 | 0.08% | 0.08% | 4 | +59,269 | 3.67% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 1,551,126 | 399,182 | 1.96% | 2.04% | 5 | +145,782 | 10.37% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,282,983 | 330,176 | 0.06% | 0.08% | 6 | -494,813 | -27.83% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,119,923 | 288,212 | 0.04% | 0.05% | 7 | +59,775 | 5.64% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,114,697 | 286,867 | 0.17% | 0.17% | 8 | +10,638 | 0.96% | Q1 2026 | May 08, 2026 |
| Truepoint, Inc. | History | Added to | 1,105,967 | 284,620 | 6.35% | 6.71% | 9 | +37,393 | 3.5% | Q1 2026 | May 08, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 1,042,640 | 268,323 | 2.27% | 2.21% | 10 | +58,328 | 5.93% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,036,302 | 261,556 | 0.13% | 0.15% | 11 | +153,419 | 17.38% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 900,988 | 231,869 | 0.06% | 0.07% | 12 | +24,587 | 2.81% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 871,783 | 224,353 | 0.14% | 0.16% | 13 | -30,452 | -3.38% | Q1 2026 | May 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 717,522 | 184,654 | 1.39% | 1.42% | 14 | +44,967 | 6.69% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 711,923 | 183,213 | 0.05% | 0.06% | 15 | +36,146 | 5.35% | Q1 2026 | May 04, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 660,319 | 169,933 | 10.83% | 8.48% | 16 | +205,546 | 45.2% | Q1 2026 | Apr 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 544,506 | 140,128 | 0.04% | 0.05% | 17 | -10,783 | -1.94% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 541,051 | 139,239 | 0.54% | — | 18 | +541,051 | New | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 513,751 | 132,217 | 0.12% | 0.13% | 19 | +9,610 | 1.91% | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 357,505 | 91,978 | 2.61% | 3.04% | 20 | +8,348 | 2.39% | Q1 2026 | Apr 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 328,146 | 84,448 | 0.15% | 0.21% | 21 | -96,284 | -22.69% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 345,762 | 83,124 | 0.02% | 0.02% | 22 | -18,167 | -4.99% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 277,422 | 71,394 | 0.1% | 0.1% | 23 | -4,501 | -1.6% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 276,854 | 71,248 | 0.1% | 0.12% | 24 | -55,772 | -16.77% | Q1 2026 | Apr 27, 2026 |
| Busey Bank | History | Added to | 272,682 | 70,174 | 1.9% | 1.77% | 25 | +31,945 | 13.27% | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | Added to | 251,952 | 64,839 | 0.0% | 0.0% | 26 | +1,701 | 0.68% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 240,640 | 61,928 | 0.46% | 0.56% | 27 | -8,473 | -3.4% | Q1 2026 | May 15, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 219,081 | 56,380 | 1.21% | 1.33% | 28 | +3,836 | 1.78% | Q1 2026 | Apr 07, 2026 |
| McAdam, LLC | History | Added to | 208,751 | 53,722 | 2.42% | 2.6% | 29 | +5,546 | 2.73% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 206,140 | 53,050 | 0.06% | 0.07% | 30 | -18,405 | -8.2% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 201,988 | 52,001 | 0.06% | 0.06% | 31 | +19,059 | 10.42% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 194,570 | 50,072 | 0.23% | 0.24% | 32 | +13,108 | 7.22% | Q1 2026 | Apr 24, 2026 |
| CIBC Bancorp USA Inc. | History | New | 191,261 | 49,177 | 0.07% | — | 33 | +191,261 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 174,148 | 48,611 | 0.08% | 0.08% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 184,290 | 47,458 | 0.07% | 0.06% | 35 | +26,010 | 16.43% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 170,872 | 43,971 | 0.05% | 0.06% | 36 | +536 | 0.31% | Q1 2026 | May 13, 2026 |
| 1832 Asset Management L.P. | History | Added to | 167,203 | 43,029 | 0.04% | 0.03% | 37 | +14,324 | 9.37% | Q1 2026 | May 14, 2026 |
| Trust Co | History | Added to | 159,559 | 41,062 | 3.85% | 4.04% | 38 | +5,170 | 3.35% | Q1 2026 | Apr 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 163,981 | 40,934 | 0.0% | 0.0% | 39 | -1,032 | -0.63% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 155,125 | 39,921 | 0.15% | 0.16% | 40 | +11,870 | 8.29% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 154,306 | 39,710 | 0.11% | 0.11% | 41 | -7,091 | -4.39% | Q1 2026 | May 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 150,796 | 38,807 | 0.02% | 0.02% | 42 | -10,418 | -6.46% | Q1 2026 | May 12, 2026 |
| KWMG, LLC | History | Added to | 142,518 | 36,677 | 3.06% | 3.32% | 43 | +4,705 | 3.41% | Q1 2026 | Apr 09, 2026 |
| Creative Planning | History | Added to | 141,817 | 36,496 | 0.02% | 0.03% | 44 | +3,256 | 2.35% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 137,840 | 35,914 | 0.34% | 0.3% | 45 | +36,442 | 35.94% | Q1 2026 | Apr 07, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 129,031 | 33,212 | 0.33% | 0.35% | 46 | +15,375 | 13.53% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 127,826 | 32,901 | 0.03% | 0.04% | 47 | -5,747 | -4.3% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 120,960 | 31,129 | 0.08% | 0.1% | 48 | -10,938 | -8.29% | Q1 2026 | May 14, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 113,184 | 29,127 | 0.92% | 0.99% | 49 | +4,366 | 4.01% | Q1 2026 | May 15, 2026 |
| Sharp Wealth Advisory, LLC | History | New | 112,085 | 28,845 | 14.24% | — | 50 | +112,085 | New | Q1 2026 | Apr 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 106,626 | 27,440 | 0.68% | 0.66% | 51 | +11,407 | 11.98% | Q1 2026 | Apr 29, 2026 |
| Rodgers & Associates, LTD | History | Added to | 106,271 | 27,348 | 2.78% | 2.75% | 52 | +8,986 | 9.24% | Q1 2026 | May 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 104,525 | 26,899 | 0.64% | 0.76% | 53 | -11,234 | -9.7% | Q1 2026 | Apr 30, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 104,402 | 26,867 | 4.74% | 4.77% | 54 | +10,854 | 11.6% | Q1 2026 | Apr 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 104,402 | 26,867 | 0.57% | 0.62% | 55 | -366 | -0.35% | Q1 2026 | May 07, 2026 |
| WoodTrust Financial Corp | History | Reduced | 98,569 | 25,367 | 3.27% | 3.55% | 56 | -10,509 | -9.63% | Q1 2026 | May 06, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 97,828 | 25,176 | 8.41% | 8.82% | 57 | +1,674 | 1.74% | Q1 2026 | Apr 29, 2026 |
| Dakota Wealth Management | History | Added to | 97,686 | 25,139 | 0.54% | 0.46% | 58 | +5,099 | 5.51% | Q1 2026 | May 07, 2026 |
| Adventist Health System/ West | History | No change | 96,768 | 24,903 | 4.42% | 4.54% | 59 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 94,823 | 24,402 | 1.18% | 1.38% | 60 | -8,051 | -7.83% | Q1 2026 | May 04, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 92,668 | 23,848 | 0.63% | 0.57% | 61 | +12,493 | 15.58% | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | Added to | 90,629 | 23,323 | 0.04% | 0.05% | 62 | +4,194 | 4.85% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 88,835 | 23,222 | 0.05% | 0.06% | 63 | -61,016 | -40.72% | Q1 2026 | Apr 08, 2026 |
| Axiom Financial Strategies, LLC | History | Added to | 89,466 | 23,023 | 8.1% | 5.91% | 64 | +39,162 | 77.85% | Q1 2026 | Apr 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 88,735 | 22,835 | 0.12% | 0.14% | 65 | +16,523 | 22.88% | Q1 2026 | May 15, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 84,223 | 22,829 | 4.34% | 4.6% | 66 | +1,127 | 1.36% | Q1 2026 | Apr 09, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 88,407 | 22,751 | 4.16% | 4.44% | 67 | +1,332 | 1.53% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 88,364 | 22,740 | 0.04% | 0.05% | 68 | +37,020 | 72.1% | Q1 2026 | May 01, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 85,868 | 22,098 | 0.03% | 0.03% | 69 | +3,088 | 3.73% | Q1 2026 | May 13, 2026 |
| Glenview Trust Co | History | Reduced | 84,910 | 21,851 | 0.34% | 0.46% | 70 | -21,561 | -20.25% | Q1 2026 | May 08, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 82,972 | 21,352 | 2.33% | 2.46% | 71 | -457 | -0.55% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 80,285 | 20,623 | 0.03% | 0.03% | 72 | -8,776 | -9.85% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 64,019 | 20,132 | 0.93% | 0.15% | 73 | -81,214 | -55.92% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 77,094 | 19,840 | 0.11% | 0.12% | 74 | +1,750 | 2.32% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 76,163 | 19,600 | 0.41% | 0.41% | 75 | +10,906 | 16.71% | Q1 2026 | Apr 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 73,754 | 18,980 | 2.36% | 1.34% | 76 | +34,516 | 87.97% | Q1 2026 | Apr 08, 2026 |
| &PARTNERS | History | Added to | 73,021 | 18,791 | 0.09% | 0.09% | 77 | +8,652 | 13.44% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 69,727 | 17,944 | 0.0% | 0.0% | 78 | +20,918 | 42.86% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 67,409 | 17,348 | 0.04% | 0.04% | 79 | +5,998 | 9.77% | Q1 2026 | Apr 22, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 65,576 | 16,876 | 1.41% | 1.61% | 80 | -5,861 | -8.2% | Q1 2026 | May 11, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 63,850 | 16,431 | 7.76% | 4.41% | 81 | +30,859 | 93.54% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 63,230 | 16,300 | 0.12% | 0.14% | 82 | -715 | -1.12% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 63,194 | 16,263 | 0.02% | 0.02% | 83 | +967 | 1.55% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 62,560 | 16,099 | 0.03% | 0.03% | 84 | +4,635 | 8.0% | Q1 2026 | May 14, 2026 |
| Marion Wealth Management | History | Added to | 60,378 | 15,538 | 3.44% | 3.49% | 85 | +4,720 | 8.48% | Q1 2026 | May 12, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 59,617 | 15,354 | 1.06% | 1.15% | 86 | +12,069 | 25.38% | Q1 2026 | May 18, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 57,328 | 14,753 | 0.33% | 0.35% | 87 | +494 | 0.87% | Q1 2026 | May 15, 2026 |
| Opes Wealth Management LLC | History | Added to | 56,473 | 14,533 | 2.39% | 2.52% | 88 | +1,128 | 2.04% | Q1 2026 | Apr 28, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 55,915 | 14,389 | 2.03% | 0.85% | 89 | +34,827 | 165.15% | Q1 2026 | Apr 20, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 55,806 | 14,361 | 0.11% | 0.12% | 90 | +3,326 | 6.34% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 54,919 | 14,133 | 0.04% | 0.04% | 91 | +1,680 | 3.16% | Q1 2026 | Apr 30, 2026 |
| COMMERCE BANK | History | Added to | 53,970 | 13,889 | 0.07% | 0.08% | 92 | +4,519 | 9.14% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 53,945 | 13,882 | 0.07% | 0.08% | 93 | +2,444 | 4.75% | Q1 2026 | May 08, 2026 |
| Tidal Investments LLC | History | Reduced | 53,720 | 13,824 | 0.03% | 0.04% | 94 | -11,875 | -18.1% | Q1 2026 | May 15, 2026 |
| Clayton Financial Group LLC | History | Added to | 52,570 | 13,528 | 6.95% | 7.28% | 95 | +1,446 | 2.83% | Q1 2026 | Apr 13, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 46,851 | 13,385 | 5.31% | 5.18% | 96 | -1,695 | -3.49% | Q1 2026 | Apr 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 51,579 | 13,273 | 0.04% | 0.05% | 97 | -14,245 | -21.64% | Q1 2026 | May 08, 2026 |
| Payne Capital Management, LLC | History | Added to | 50,864 | 13,089 | 3.96% | 4.37% | 98 | +1,290 | 2.6% | Q1 2026 | May 08, 2026 |
| Advisory Alpha, LLC | History | Added to | 49,979 | 12,862 | 0.35% | 0.35% | 99 | +3,492 | 7.51% | Q1 2026 | May 14, 2026 |
| Roberts Financial Services LLC | History | Reduced | 49,565 | 12,755 | 4.06% | 5.18% | 100 | -9,557 | -16.16% | Q1 2026 | Apr 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 49,552 | 12,752 | 0.08% | 0.08% | 101 | +5,019 | 11.27% | Q1 2026 | May 05, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 47,883 | 12,322 | 1.68% | 1.72% | 102 | +4,113 | 9.4% | Q1 2026 | Apr 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 46,951 | 12,082 | 0.34% | 0.34% | 103 | +400 | 0.86% | Q1 2026 | Apr 28, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 46,341 | 12,074 | 2.69% | 2.79% | 104 | +547 | 1.19% | Q1 2026 | Apr 14, 2026 |
| FIRST HORIZON CORP | History | Added to | 46,776 | 12,037 | 0.5% | 0.57% | 105 | +1,244 | 2.73% | Q1 2026 | Apr 30, 2026 |
| Midwest Trust Co | History | Added to | 46,473 | 11,959 | 0.15% | 0.15% | 106 | +2,189 | 4.94% | Q1 2026 | May 01, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 45,961 | 11,827 | 0.49% | 0.52% | 107 | +345 | 0.76% | Q1 2026 | Apr 21, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 45,861 | 11,802 | 0.2% | 0.15% | 108 | +13,497 | 41.7% | Q1 2026 | Apr 21, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 45,734 | 11,769 | 0.32% | 0.36% | 109 | -82 | -0.18% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | Added to | 45,227 | 11,669 | 0.02% | 0.01% | 110 | +13,565 | 42.84% | Q1 2026 | May 15, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 44,635 | 11,486 | 4.06% | 4.69% | 111 | -3,034 | -6.36% | Q1 2026 | Apr 20, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 44,134 | 11,357 | 5.48% | 5.33% | 112 | +1,684 | 3.97% | Q1 2026 | May 08, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 44,070 | 11,341 | 0.97% | 0.69% | 113 | +17,461 | 65.62% | Q1 2026 | Apr 09, 2026 |
| Allworth Financial LP | History | Added to | 44,050 | 11,336 | 0.05% | 0.05% | 114 | +477 | 1.09% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 43,858 | 11,286 | 0.02% | 0.02% | 115 | -2,108 | -4.59% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 43,411 | 11,172 | 0.41% | 0.47% | 116 | -3,496 | -7.45% | Q1 2026 | Apr 28, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 41,924 | 10,789 | 3.15% | 3.12% | 117 | +3,720 | 9.74% | Q1 2026 | May 07, 2026 |
| NewEdge Wealth, LLC | History | Added to | 41,639 | 10,715 | 0.13% | 0.11% | 118 | +5,539 | 15.34% | Q1 2026 | May 13, 2026 |
| Eagle Strategies LLC | History | Reduced | 41,344 | 10,639 | 1.27% | 2.08% | 119 | -16,932 | -29.05% | Q1 2026 | Apr 20, 2026 |
| BOKF, NA | History | Reduced | 41,222 | 10,608 | 0.16% | 0.18% | 120 | -1,360 | -3.19% | Q1 2026 | May 08, 2026 |
| Wolff Financial Management LLC | History | Added to | 41,083 | 10,572 | 2.34% | 2.55% | 121 | +422 | 1.04% | Q1 2026 | Apr 15, 2026 |
| INSPIRE TRUST CO, N.A. | History | Added to | 40,500 | 10,422 | 1.61% | 1.67% | 122 | +4,000 | 10.96% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 39,759 | 10,359 | 0.5% | 0.44% | 123 | +7,386 | 22.82% | Q1 2026 | Apr 27, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 39,783 | 10,238 | 7.12% | 6.93% | 124 | +4,446 | 12.58% | Q1 2026 | Apr 08, 2026 |
| COMERICA BANK | History | No change | 36,299 | 10,132 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 38,802 | 9,985 | 0.17% | 0.18% | 126 | +2,862 | 7.96% | Q1 2026 | May 04, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 38,687 | 9,956 | 0.59% | 0.69% | 127 | -4,303 | -10.01% | Q1 2026 | Apr 29, 2026 |
| Addison Advisors LLC | History | Added to | 38,663 | 9,949 | 2.2% | 2.34% | 128 | +1,364 | 3.66% | Q1 2026 | May 08, 2026 |
| Fusion Capital, LLC | History | Added to | 38,409 | 9,884 | 2.67% | 2.6% | 129 | +5,236 | 15.78% | Q1 2026 | May 13, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 37,873 | 9,746 | 1.16% | 1.17% | 130 | +1,713 | 4.74% | Q1 2026 | Apr 21, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 37,115 | 9,551 | 0.62% | 0.67% | 131 | +825 | 2.27% | Q1 2026 | May 07, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 36,928 | 9,503 | 1.17% | 1.2% | 132 | +1,796 | 5.11% | Q1 2026 | Apr 10, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 36,476 | 9,387 | 0.39% | 0.47% | 133 | -1,971 | -5.13% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 197,788 | 8,795 | 0.06% | 0.36% | 134 | +10,987 | 5.88% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 33,913 | 8,728 | 0.23% | 0.04% | 135 | +28,808 | 564.31% | Q1 2026 | May 14, 2026 |
| Prosperity Planning, Inc. | History | Added to | 33,365 | 8,586 | 2.18% | 2.37% | 136 | +967 | 2.98% | Q1 2026 | Apr 10, 2026 |
| Bare Financial Services, Inc | History | Added to | 33,059 | 8,507 | 2.25% | 2.39% | 137 | +2,313 | 7.52% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 32,312 | 8,315 | 0.1% | 0.11% | 138 | +242 | 0.75% | Q1 2026 | Apr 20, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 32,080 | 8,255 | 0.04% | 0.06% | 139 | -4,138 | -11.43% | Q1 2026 | May 05, 2026 |
| Redwood Investment Management, LLC | History | Added to | 31,541 | 8,117 | 1.01% | 0.81% | 140 | +5,725 | 22.18% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | Added to | 30,962 | 7,968 | 1.31% | 1.26% | 141 | +1,781 | 6.1% | Q1 2026 | May 05, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Added to | 30,511 | 7,852 | 3.12% | 3.22% | 142 | +1,043 | 3.54% | Q1 2026 | Apr 28, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 29,980 | 7,715 | 0.08% | 0.09% | 143 | -918 | -2.97% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 29,886 | 7,691 | 0.61% | 0.52% | 144 | +4,931 | 19.76% | Q1 2026 | Apr 23, 2026 |
| Junk Investment Group, LLC | History | New | 29,359 | 7,555 | 3.96% | — | 145 | +29,359 | New | Q1 2026 | May 08, 2026 |
| SWAN Capital LLC | History | Reduced | 29,164 | 7,505 | 2.76% | 3.47% | 146 | -2,815 | -8.8% | Q1 2026 | May 14, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 28,781 | 7,406 | 0.5% | 0.55% | 147 | +338 | 1.19% | Q1 2026 | May 12, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 28,760 | 7,401 | 0.29% | 0.31% | 148 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 28,748 | 7,398 | 2.01% | 2.03% | 149 | +2,777 | 10.69% | Q1 2026 | Apr 29, 2026 |
| STEPHENS INC /AR/ | History | Added to | 28,643 | 7,371 | 0.09% | 0.09% | 150 | +4,007 | 16.26% | Q1 2026 | Apr 28, 2026 |
| Regal Investment Advisors LLC | History | Added to | 28,451 | 7,321 | 0.42% | 0.45% | 151 | +1,605 | 5.98% | Q1 2026 | May 14, 2026 |
| Operose Advisors LLC | History | Reduced | 28,184 | 7,252 | 1.68% | 2.09% | 152 | -3,927 | -12.23% | Q1 2026 | May 12, 2026 |
| Provident Wealth Management, LLC | History | Added to | 28,123 | 7,237 | 2.19% | 2.32% | 153 | +72 | 0.26% | Q1 2026 | Apr 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 28,040 | 7,216 | 0.01% | 0.02% | 154 | -11,277 | -28.68% | Q1 2026 | May 15, 2026 |
| 360 Financial, Inc. | History | Reduced | 28,035 | 7,214 | 2.17% | 2.37% | 155 | -88 | -0.31% | Q1 2026 | May 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 27,810 | 7,156 | 0.0% | 0.0% | 156 | -1,532 | -5.22% | Q1 2026 | May 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 27,555 | 7,091 | 0.29% | 0.31% | 157 | +602 | 2.23% | Q1 2026 | May 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 27,467 | 7,068 | 0.19% | 0.21% | 158 | -1,939 | -6.59% | Q1 2026 | Apr 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 27,422 | 7,057 | 0.47% | 0.16% | 159 | +18,931 | 222.95% | Q1 2026 | May 12, 2026 |
| Ascent Group, LLC | History | Reduced | 26,798 | 6,896 | 0.24% | 0.26% | 160 | -624 | -2.28% | Q1 2026 | May 15, 2026 |
| JMG Financial Group, Ltd. | History | No change | 26,029 | 6,698 | 0.18% | 0.2% | 161 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 25,969 | 6,683 | 0.57% | 0.68% | 162 | -3,140 | -10.79% | Q1 2026 | May 15, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 25,543 | 6,573 | 0.19% | 0.23% | 163 | -1,355 | -5.04% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 25,396 | 6,535 | 0.42% | 0.45% | 164 | +623 | 2.51% | Q1 2026 | Apr 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 25,323 | 6,516 | 0.01% | 0.01% | 165 | -1,771 | -6.54% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 24,965 | 6,424 | 0.07% | 0.08% | 166 | +248 | 1.0% | Q1 2026 | Apr 20, 2026 |
| Aufman Associates Inc | History | Added to | 24,677 | 6,350 | 3.12% | 3.52% | 167 | +40 | 0.16% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 24,480 | 6,299 | 0.09% | 0.09% | 168 | +1,602 | 7.0% | Q1 2026 | May 12, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 24,393 | 6,277 | 2.73% | 2.54% | 169 | +3,431 | 16.37% | Q1 2026 | Apr 16, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 24,128 | 6,209 | 0.0% | 0.0% | 170 | -2,476 | -9.31% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 23,952 | 6,164 | 0.0% | 0.0% | 171 | -28 | -0.12% | Q1 2026 | May 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 23,853 | 6,137 | 0.81% | 0.83% | 172 | +4,749 | 24.86% | Q1 2026 | Apr 08, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 23,635 | 6,082 | 0.32% | 0.6% | 173 | -19,508 | -45.22% | Q1 2026 | Apr 13, 2026 |
| KIECKHEFER GROUP LLC | History | No change | 23,527 | 6,054 | 2.86% | 3.12% | 174 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 23,451 | 6,035 | 1.23% | 1.29% | 175 | +98 | 0.42% | Q1 2026 | Apr 15, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 22,965 | 5,910 | 0.32% | 0.4% | 176 | -1,869 | -7.53% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | Reduced | 22,668 | 5,833 | 0.04% | 0.04% | 177 | -1,225 | -5.13% | Q1 2026 | Apr 27, 2026 |
| Zeit Capital LLC | History | Added to | 22,339 | 5,748 | 3.85% | 4.13% | 178 | +404 | 1.84% | Q1 2026 | May 05, 2026 |
| HFG Advisors, Inc. | History | Added to | 22,292 | 5,736 | 4.04% | 4.34% | 179 | +838 | 3.91% | Q1 2026 | May 08, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 21,917 | 5,640 | 1.78% | 1.9% | 180 | -50 | -0.23% | Q1 2026 | Apr 16, 2026 |
| Merit Financial Group, LLC | History | Reduced | 21,662 | 5,574 | 0.04% | 0.05% | 181 | -407 | -1.84% | Q1 2026 | Apr 15, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 21,654 | 5,572 | 0.57% | 0.59% | 182 | +2,347 | 12.16% | Q1 2026 | Apr 30, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 21,521 | 5,538 | 1.8% | 1.65% | 183 | +3,013 | 16.28% | Q1 2026 | Apr 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 21,101 | 5,430 | 0.21% | 0.21% | 184 | +316 | 1.52% | Q1 2026 | May 11, 2026 |
| Arch Global Advisors, LLC | History | New | 21,064 | 5,420 | 2.83% | — | 185 | +21,064 | New | Q1 2026 | Apr 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 20,967 | 5,395 | 0.1% | 0.1% | 186 | +1,890 | 9.91% | Q1 2026 | Apr 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 20,689 | 5,324 | 0.13% | 0.12% | 188 | +2,445 | 13.4% | Q1 2026 | May 11, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 20,690 | 5,324 | 2.69% | 2.83% | 187 | +555 | 2.76% | Q1 2026 | Apr 15, 2026 |
| Asset Management Group, Inc. | History | Added to | 20,577 | 5,295 | 0.86% | 0.93% | 189 | +39 | 0.19% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 20,532 | 5,283 | 0.06% | 0.03% | 190 | +11,116 | 118.05% | Q1 2026 | Apr 16, 2026 |
| Waterford Advisors, LLC | History | Reduced | 22,862 | 5,242 | 1.66% | 2.26% | 191 | -124 | -0.54% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 20,113 | 5,176 | 0.98% | 0.99% | 192 | -836 | -3.99% | Q1 2026 | May 20, 2026 |
| May Barnhard Investments LLC | History | Added to | 20,068 | 5,164 | 2.51% | 2.62% | 193 | +219 | 1.1% | Q1 2026 | May 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 19,896 | 5,120 | 0.33% | 0.4% | 194 | -2,654 | -11.77% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 19,827 | 5,102 | 0.1% | 0.11% | 195 | -529 | -2.6% | Q1 2026 | Apr 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 19,190 | 4,938 | 0.6% | 0.67% | 196 | +187 | 0.98% | Q1 2026 | Apr 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 19,125 | 4,922 | 0.04% | 0.06% | 197 | -5,227 | -21.46% | Q1 2026 | Apr 07, 2026 |
| Talon Private Wealth, LLC | History | New | 18,889 | 4,861 | 0.65% | — | 198 | +18,889 | New | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 18,638 | 4,796 | 0.08% | 0.09% | 199 | +534 | 2.95% | Q1 2026 | May 04, 2026 |
| NWAM LLC | History | Added to | 18,604 | 4,787 | 0.28% | 0.28% | 200 | +797 | 4.48% | Q1 2026 | May 04, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 18,172 | 4,676 | 0.93% | 1.09% | 201 | +1,433 | 8.56% | Q1 2026 | May 11, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 18,037 | 4,641 | 0.21% | 0.23% | 202 | -338 | -1.84% | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 17,728 | 4,562 | 0.2% | 0.22% | 203 | +355 | 2.04% | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 17,710 | 4,557 | 0.06% | 0.07% | 204 | -2,148 | -10.82% | Q1 2026 | May 01, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 17,595 | 4,528 | 1.51% | 1.79% | 205 | -2,140 | -10.84% | Q1 2026 | May 13, 2026 |
| Baring Financial LLC | History | Added to | 17,509 | 4,505 | 2.76% | 2.89% | 206 | +513 | 3.02% | Q1 2026 | Apr 06, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 17,271 | 4,444 | 0.04% | 0.06% | 207 | -1,968 | -10.23% | Q1 2026 | Apr 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 17,063 | 4,391 | 0.0% | 0.0% | 208 | +3,871 | 29.34% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 16,842 | 4,334 | 0.17% | 0.25% | 209 | -7,145 | -29.79% | Q1 2026 | May 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 16,649 | 4,284 | 0.32% | 0.37% | 210 | +295 | 1.8% | Q1 2026 | Apr 30, 2026 |
| Caprock Group, LLC | History | Reduced | 16,476 | 4,240 | 0.1% | 0.11% | 211 | -1,917 | -10.42% | Q1 2026 | May 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 16,432 | 4,228 | 0.26% | 0.41% | 212 | -596,198 | -97.32% | Q1 2026 | May 12, 2026 |
| Sagace Wealth Management LLC | History | Added to | 16,320 | 4,199 | 2.81% | 3.03% | 213 | +295 | 1.84% | Q1 2026 | Apr 29, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 16,249 | 4,181 | 0.01% | 0.01% | 214 | +580 | 3.7% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Reduced | 16,223 | 4,175 | 0.13% | 0.25% | 215 | -13,840 | -46.04% | Q1 2026 | Apr 06, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 16,165 | 4,160 | 0.32% | 0.36% | 216 | -83 | -0.51% | Q1 2026 | May 07, 2026 |
| Keel Point, LLC | History | No change | 14,694 | 4,101 | 0.25% | 0.25% | 217 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 15,654 | 4,028 | 0.01% | 0.01% | 218 | +5,017 | 47.17% | Q1 2026 | May 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | New | 15,532 | 3,997 | 0.17% | — | 219 | +15,532 | New | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 15,302 | 3,937 | 0.02% | 0.02% | 220 | +29 | 0.19% | Q1 2026 | May 04, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 14,884 | 3,830 | 1.5% | 1.55% | 222 | +1,215 | 8.89% | Q1 2026 | May 14, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 14,886 | 3,830 | 2.64% | 2.69% | 221 | -154 | -1.02% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 14,814 | 3,812 | 0.06% | 0.06% | 223 | +4,834 | 48.44% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 14,739 | 3,793 | 0.08% | 0.08% | 224 | +561 | 3.96% | Q1 2026 | May 01, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 14,721 | 3,788 | 0.07% | 0.08% | 225 | +671 | 4.78% | Q1 2026 | May 11, 2026 |
| KINTRA WEALTH, LLC | History | New | 14,666 | 3,774 | 0.27% | — | 226 | +14,666 | New | Q1 2026 | May 15, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 14,641 | 3,767 | 1.0% | 1.09% | 227 | -515 | -3.4% | Q1 2026 | Apr 22, 2026 |
| Horizon Investments, LLC | History | Added to | 14,342 | 3,690 | 0.04% | 0.02% | 228 | +7,496 | 109.49% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 14,426 | 3,680 | 0.1% | 0.13% | 229 | -2,001 | -12.18% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 14,289 | 3,677 | 0.01% | 0.02% | 230 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Krilogy Financial LLC | History | Reduced | 13,157 | 3,662 | 0.12% | 0.13% | 231 | -122 | -0.92% | Q1 2026 | Apr 17, 2026 |
| Summit Financial, LLC | History | Added to | 14,194 | 3,652 | 0.05% | 0.0% | 232 | +12,980 | 1069.19% | Q1 2026 | May 15, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 14,117 | 3,633 | 0.8% | 0.94% | 233 | -951 | -6.31% | Q1 2026 | Apr 27, 2026 |
| Cohen Klingenstein LLC | History | Added to | 13,856 | 3,565 | 0.12% | 0.12% | 234 | +71 | 0.52% | Q1 2026 | Apr 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 13,768 | 3,560 | 0.13% | 0.14% | 235 | +10,611 | 336.11% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 13,835 | 3,560 | 0.07% | 0.07% | 236 | +1,144 | 9.01% | Q1 2026 | Apr 14, 2026 |
| CITIGROUP INC | History | Added to | 13,769 | 3,543 | 0.0% | 0.0% | 237 | +2,617 | 23.47% | Q1 2026 | May 11, 2026 |
| Berman McAleer LLC | History | Reduced | 13,644 | 3,511 | 0.48% | 0.53% | 239 | -190 | -1.37% | Q1 2026 | Apr 17, 2026 |
| Wedmont Private Capital | History | Added to | 12,953 | 3,511 | 0.11% | 0.13% | 238 | +108 | 0.84% | Q1 2026 | Apr 09, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Added to | 13,534 | 3,483 | 1.89% | 2.05% | 240 | +14 | 0.1% | Q1 2026 | May 07, 2026 |
| MSH Capital Advisors LLC | History | Added to | 13,376 | 3,442 | 0.73% | 0.77% | 241 | +485 | 3.76% | Q1 2026 | May 08, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 13,213 | 3,400 | 0.47% | 0.49% | 242 | +513 | 4.04% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 11,852 | 3,372 | 0.26% | 0.27% | 243 | +554 | 4.9% | Q1 2026 | May 01, 2026 |
| rebel Financial LLC | History | Reduced | 13,039 | 3,355 | 1.45% | 1.58% | 244 | -221 | -1.67% | Q1 2026 | Apr 24, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 12,971 | 3,337 | 0.19% | 0.24% | 245 | -828 | -6.0% | Q1 2026 | Apr 23, 2026 |
| Bravera Wealth | History | Added to | 12,913 | 3,323 | 1.5% | 1.54% | 246 | +1,880 | 17.04% | Q1 2026 | Apr 22, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 12,880 | 3,314 | 0.1% | — | 247 | +12,880 | New | Q1 2026 | Apr 16, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 12,857 | 3,308 | 1.11% | 1.21% | 248 | -262 | -2.0% | Q1 2026 | Apr 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 11,558 | 3,275 | 0.07% | 0.08% | 249 | -97 | -0.83% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 12,548 | 3,229 | 0.03% | 0.04% | 250 | +1,475 | 13.32% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 12,540 | 3,227 | 0.0% | 0.0% | 251 | +1,516 | 13.75% | Q1 2026 | May 05, 2026 |
| Wealthfront Advisers LLC | History | Added to | 12,512 | 3,219 | 0.01% | 0.01% | 252 | +1,882 | 17.7% | Q1 2026 | May 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 12,404 | 3,192 | 0.03% | 0.04% | 253 | +12 | 0.1% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 11,294 | 3,152 | 0.11% | 0.11% | 254 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 12,232 | 3,147 | 0.03% | 0.04% | 255 | +554 | 4.74% | Q1 2026 | May 06, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 12,170 | 3,131 | 0.2% | 0.23% | 256 | -627 | -4.9% | Q1 2026 | May 06, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 12,132 | 3,122 | 0.35% | 0.39% | 257 | -231 | -1.87% | Q1 2026 | May 05, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 12,129 | 3,121 | 0.49% | 0.53% | 258 | +74 | 0.61% | Q1 2026 | Apr 29, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 12,091 | 3,111 | 0.3% | 0.33% | 259 | -164 | -1.34% | Q1 2026 | Apr 09, 2026 |
| STEPH & CO | History | Reduced | 11,957 | 3,077 | 0.88% | 1.03% | 260 | -859 | -6.7% | Q1 2026 | Apr 17, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 11,934 | 3,071 | 0.7% | 0.72% | 261 | +401 | 3.48% | Q1 2026 | Apr 15, 2026 |
| PFG Advisors | History | Added to | 11,849 | 3,049 | 0.15% | 0.14% | 262 | +1,295 | 12.27% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | Added to | 11,543 | 2,970 | 0.04% | 0.04% | 263 | +1,626 | 16.4% | Q1 2026 | May 12, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 11,366 | 2,925 | 2.35% | 2.6% | 264 | +467 | 4.28% | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | Reduced | 11,331 | 2,916 | 0.03% | 0.05% | 265 | -4,322 | -27.61% | Q1 2026 | May 05, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 11,302 | 2,908 | 0.86% | 0.95% | 266 | +7 | 0.06% | Q1 2026 | May 06, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 11,247 | 2,894 | 2.01% | 3.63% | 267 | -7,246 | -39.18% | Q1 2026 | May 12, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 11,241 | 2,892 | 1.41% | 1.6% | 268 | -258 | -2.24% | Q1 2026 | May 05, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 11,213 | 2,885 | 0.05% | 0.05% | 269 | +1 | 0.01% | Q1 2026 | May 05, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 11,201 | 2,882 | 1.73% | 1.88% | 270 | +474 | 4.42% | Q1 2026 | Apr 27, 2026 |
| Prospera Financial Services Inc | History | Added to | 11,124 | 2,863 | 0.05% | 0.05% | 271 | +766 | 7.4% | Q1 2026 | Apr 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 10,965 | 2,821 | 0.18% | 0.19% | 272 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 10,711 | 2,756 | 0.02% | 0.02% | 273 | +276 | 2.64% | Q1 2026 | May 05, 2026 |
| Tower View Wealth Management LLC | History | Added to | 10,642 | 2,738 | 1.41% | 1.44% | 274 | +226 | 2.17% | Q1 2026 | Apr 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 10,156 | 2,736 | 0.15% | 0.16% | 275 | +545 | 5.67% | Q1 2026 | Apr 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,600 | 2,727 | 0.0% | — | 276 | +10,600 | New | Q1 2026 | May 15, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 10,540 | 2,712 | 0.38% | 0.76% | 277 | +509 | 5.07% | Q1 2026 | May 12, 2026 |
| Ballentine Partners, LLC | History | Reduced | 10,380 | 2,671 | 0.04% | 0.04% | 278 | -870 | -7.73% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 10,344 | 2,662 | 0.68% | 0.57% | 279 | +2,744 | 36.11% | Q1 2026 | Apr 29, 2026 |
| World Investment Advisors | History | Reduced | 10,334 | 2,659 | 0.04% | 0.05% | 280 | -551 | -5.06% | Q1 2026 | Apr 27, 2026 |
| Visionary Wealth Advisors | History | Added to | 10,270 | 2,642 | 0.12% | 0.12% | 281 | +900 | 9.61% | Q1 2026 | May 13, 2026 |
| WealthShield Partners, LLC | History | Reduced | 10,029 | 2,578 | 0.29% | 0.31% | 282 | -66 | -0.65% | Q1 2026 | May 01, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 9,922 | 2,553 | 0.07% | 0.03% | 283 | +5,576 | 128.3% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 9,917 | 2,552 | 0.29% | 0.32% | 284 | -207 | -2.04% | Q1 2026 | Apr 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 9,915 | 2,551 | 0.04% | 0.05% | 285 | -606 | -5.76% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,884 | 2,543 | 0.01% | 0.01% | 286 | +721 | 7.87% | Q1 2026 | May 13, 2026 |
| Net Worth Advisory Group | History | Added to | 9,853 | 2,535 | 0.53% | 0.37% | 287 | +3,251 | 49.24% | Q1 2026 | May 05, 2026 |
| Gateway Wealth Partners, LLC | History | New | 9,775 | 2,515 | 0.1% | — | 289 | +9,775 | New | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 9,776 | 2,515 | 0.31% | 0.46% | 288 | -3,445 | -26.06% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Added to | 9,753 | 2,509 | 0.07% | 0.05% | 290 | +3,013 | 44.7% | Q1 2026 | May 04, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 9,706 | 2,497 | 1.84% | 1.85% | 291 | +878 | 9.95% | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 9,669 | 2,488 | 0.01% | 0.02% | 292 | -680 | -6.57% | Q1 2026 | Apr 15, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 9,622 | 2,476 | 0.89% | 1.01% | 293 | -407 | -4.06% | Q1 2026 | May 14, 2026 |
| Auxano Advisors, LLC | History | Added to | 9,565 | 2,461 | 0.49% | 0.06% | 294 | +8,460 | 765.61% | Q1 2026 | May 01, 2026 |
| CHILTON INVESTMENT CO INC. | History | New | 9,503 | 2,445 | 0.06% | — | 297 | +9,503 | New | Q1 2026 | May 15, 2026 |
| LeConte Wealth Management, LLC | History | Added to | 9,504 | 2,445 | 1.58% | 0.14% | 296 | +8,711 | 1098.49% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 8,760 | 2,445 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 9,480 | 2,439 | 0.07% | 0.08% | 298 | +14 | 0.15% | Q1 2026 | May 13, 2026 |
| Intergy Private Wealth, LLC | History | No change | 9,481 | 2,439 | 0.72% | 0.8% | 299 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 9,471 | 2,437 | 1.62% | 1.68% | 300 | +3 | 0.03% | Q1 2026 | Apr 21, 2026 |