VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VPL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MATHER GROUP, LLC. | History | Reduced | 5,921,734 | 578,731 | 5.77% | 5.57% | 1 | -66,413 | -1.11% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Added to | 5,000,288 | 488,678 | 0.03% | 0.01% | 2 | +3,011,183 | 151.38% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,575,597 | 153,983 | 0.02% | 0.02% | 3 | -34,437 | -2.14% | Q1 2026 | May 15, 2026 |
| Elm Partners Management LLC | History | Added to | 1,225,262 | 115,676 | 5.01% | 4.95% | 4 | +17,430 | 1.44% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,073,200 | 104,883 | 0.01% | 0.02% | 5 | -1,611,037 | -60.02% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 1,065,470 | 104,128 | 3.29% | 4.31% | 6 | -389,648 | -26.78% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,003,358 | 98,059 | 0.1% | 0.11% | 7 | -59,874 | -5.63% | Q1 2026 | May 05, 2026 |
| GenTrust, LLC | History | Added to | 932,861 | 91,168 | 3.9% | 3.61% | 8 | +8,215 | 0.89% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Added to | 914,299 | 89,354 | 0.01% | 0.01% | 9 | +37,779 | 4.31% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 800,944 | 78,276 | 0.19% | 0.38% | 10 | -1,039,371 | -56.48% | Q1 2026 | Apr 22, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 787,900 | 77,001 | 1.82% | — | 11 | +787,900 | New | Q1 2026 | May 15, 2026 |
| LINCOLN NATIONAL CORP | History | Reduced | 773,843 | 75,627 | 2.19% | 2.22% | 12 | -64,363 | -7.68% | Q1 2026 | May 04, 2026 |
| Haverford Trust Co | History | Reduced | 763,251 | 74,592 | 0.68% | 0.65% | 13 | -40,151 | -5.0% | Q1 2026 | May 11, 2026 |
| STATE STREET CORP | History | Reduced | 703,898 | 68,791 | 0.0% | 0.0% | 14 | -31,936 | -4.34% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 683,065 | 66,755 | 0.01% | 0.01% | 15 | +39,204 | 6.09% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 676,823 | 66,145 | 0.02% | 0.05% | 16 | -1,209,144 | -64.11% | Q1 2026 | May 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 654,600 | 63,974 | 0.74% | 0.74% | 17 | -20,859 | -3.09% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 631,389 | 61,705 | 0.02% | 0.05% | 18 | -1,143,526 | -64.43% | Q1 2026 | May 14, 2026 |
| Garde Capital, Inc. | History | Reduced | 626,979 | 61,274 | 3.67% | 3.38% | 19 | -4,340 | -0.69% | Q1 2026 | Apr 28, 2026 |
| Willis Johnson & Associates, Inc. | History | New | 618,045 | 60,401 | 3.52% | — | 20 | +618,045 | New | Q1 2026 | Apr 23, 2026 |
| Smithfield Trust Co | History | Reduced | 599,049 | 58,481 | 2.55% | 2.4% | 21 | -1,470 | -0.24% | Q1 2026 | May 08, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 574,734 | 56,171 | 1.36% | 3.75% | 22 | -1,208,382 | -67.77% | Q1 2026 | Apr 22, 2026 |
| Cerity Partners LLC | History | Reduced | 445,929 | 43,580 | 0.06% | 0.06% | 23 | -21,326 | -4.56% | Q1 2026 | May 15, 2026 |
| Efficient Advisors, LLC | History | Reduced | 408,006 | 39,874 | 2.83% | 2.79% | 24 | -120,248 | -22.76% | Q1 2026 | Apr 29, 2026 |
| Karpus Management, Inc. | History | Reduced | 367,821 | 35,947 | 1.12% | 1.05% | 25 | -12,028 | -3.17% | Q1 2026 | May 14, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 350,000 | 34,205 | 0.38% | 0.32% | 26 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 318,003 | 30,022 | 0.0% | 0.0% | 27 | -1,838 | -0.57% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 306,566 | 29,960 | 0.04% | 0.11% | 28 | -588,114 | -65.73% | Q1 2026 | Apr 27, 2026 |
| Ballentine Partners, LLC | History | No change | 299,357 | 29,256 | 0.41% | 0.38% | 29 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 283,440 | 27,700 | 4.88% | 4.8% | 30 | -6,932 | -2.39% | Q1 2026 | Apr 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 281,318 | 27,493 | 0.02% | 0.02% | 31 | +5,680 | 2.06% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 276,492 | 27,022 | 0.0% | 0.01% | 32 | -119,344 | -30.15% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 269,199 | 26,308 | 0.02% | 0.02% | 33 | -1,134 | -0.42% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Reduced | 262,341 | 25,638 | 0.01% | 0.01% | 34 | -75,698 | -22.39% | Q1 2026 | May 06, 2026 |
| Tanager Wealth Management LLP | History | Added to | 251,946 | 24,622 | 2.38% | 2.09% | 35 | +20,426 | 8.82% | Q1 2026 | Apr 20, 2026 |
| Greenline Partners, LLC | History | Reduced | 250,403 | 24,471 | 2.63% | 2.61% | 36 | -2,348 | -0.93% | Q1 2026 | May 15, 2026 |
| Rathbones Group PLC | History | Added to | 216,154 | 21,124 | 0.09% | 0.07% | 37 | +28,620 | 15.26% | Q1 2026 | May 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 214,527 | 20,965 | 0.01% | 0.03% | 38 | -466,996 | -68.52% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 209,099 | 20,435 | 0.01% | 0.01% | 39 | -5,275 | -2.46% | Q1 2026 | May 12, 2026 |
| Silphium Asset Management Ltd | History | Added to | 202,700 | 19,809 | 7.5% | 6.84% | 40 | +24,100 | 13.49% | Q1 2026 | May 05, 2026 |
| Addis & Hill, Inc | History | Added to | 193,969 | 18,956 | 11.53% | 10.54% | 41 | +1,503 | 0.78% | Q1 2026 | Apr 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 185,975 | 18,175 | 0.0% | 0.0% | 42 | +107,490 | 136.96% | Q1 2026 | May 15, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | No change | 176,230 | 17,222 | 5.26% | 5.15% | 43 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 155,945 | 15,240 | 0.0% | 0.0% | 44 | -21,846 | -12.29% | Q1 2026 | May 15, 2026 |
| Main Management ETF Advisors, LLC | History | Added to | 155,805 | 15,227 | 0.57% | 0.34% | 45 | +50,844 | 48.44% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 149,401 | 14,600 | 0.03% | 0.07% | 46 | -206,812 | -58.06% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 196,395 | 12,812 | 0.02% | 0.01% | 47 | +78,998 | 67.29% | Q1 2026 | May 15, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 129,203 | 12,627 | 2.49% | 2.53% | 48 | -4,427 | -3.31% | Q1 2026 | Apr 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 124,982 | 12,214 | 0.14% | 0.13% | 49 | -5,925 | -4.53% | Q1 2026 | Apr 20, 2026 |
| WealthBridge Investment Counsel Inc. | History | Added to | 122,565 | 11,978 | 3.66% | 3.23% | 50 | +3,400 | 2.85% | Q1 2026 | Apr 08, 2026 |
| Blue Edge Capital, LLC | History | No change | 132,020 | 11,934 | 1.6% | 1.6% | 51 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 121,485 | 11,872 | 0.05% | 0.05% | 52 | -3,106 | -2.49% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 121,366 | 11,861 | 0.01% | 0.01% | 53 | -18,528 | -13.24% | Q1 2026 | May 08, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 121,019 | 11,827 | 2.91% | 2.41% | 54 | +7,357 | 6.47% | Q1 2026 | May 15, 2026 |
| Chicago Wealth Management, Inc. | History | New | 112,084 | 10,953 | 4.37% | — | 55 | +112,084 | New | Q1 2026 | May 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 111,410 | 10,888 | 1.24% | 1.11% | 56 | +1,081 | 0.98% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 110,021 | 10,752 | 0.02% | 0.02% | 57 | -10,907 | -9.02% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 109,030 | 10,655 | 0.02% | 0.01% | 58 | +6,660 | 6.51% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 101,106 | 9,881 | 0.0% | 0.0% | 59 | +90,682 | 869.93% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 94,000 | 9,186 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 89,845 | 8,780 | 2.47% | 3.1% | 61 | -17,369 | -16.2% | Q1 2026 | May 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 89,721 | 8,767 | 1.16% | 1.16% | 62 | -2,345 | -2.55% | Q1 2026 | Apr 28, 2026 |
| Ameraudi Asset Management, Inc. | History | Reduced | 85,025 | 8,309 | 4.52% | 4.8% | 63 | -11,585 | -11.99% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 84,824 | 8,289 | 0.01% | 0.02% | 64 | -50,943 | -37.52% | Q1 2026 | May 05, 2026 |
| Zeit Capital LLC | History | Reduced | 84,279 | 8,236 | 5.51% | 5.47% | 65 | -5,443 | -6.07% | Q1 2026 | May 05, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 82,868 | 8,098 | 0.85% | 0.16% | 66 | +73,049 | 743.96% | Q1 2026 | Apr 17, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 81,059 | 7,921 | 1.82% | 1.77% | 67 | -4,971 | -5.78% | Q1 2026 | Apr 10, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 78,447 | 7,666 | 1.15% | 1.07% | 68 | +416 | 0.53% | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Added to | 76,319 | 7,458 | 0.04% | 0.0% | 69 | +75,221 | 6850.73% | Q1 2026 | May 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 76,032 | 7,430 | 2.68% | 2.54% | 70 | -3,874 | -4.85% | Q1 2026 | May 04, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 75,934 | 7,421 | 1.02% | 0.97% | 71 | -940 | -1.22% | Q1 2026 | Apr 23, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 74,437 | 7,419 | 0.02% | 0.03% | 72 | +22,729 | 43.96% | Q1 2026 | May 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 73,727 | 7,205 | 0.02% | 0.02% | 73 | +5,670 | 8.33% | Q1 2026 | May 15, 2026 |
| Regency Capital Management Inc.\DE | History | Added to | 72,425 | 7,078 | 3.17% | 1.16% | 74 | +41,616 | 135.08% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 71,621 | 6,997 | 0.11% | 0.13% | 75 | +486 | 0.68% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 71,474 | 6,985 | 0.0% | 0.02% | 76 | -1,487,764 | -95.42% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 40,429 | 6,979 | 0.04% | 0.03% | 77 | -9,473 | -18.98% | Q1 2026 | May 15, 2026 |
| Obsido Oy | History | Reduced | 71,251 | 6,963 | 4.21% | 4.01% | 78 | -922 | -1.28% | Q1 2026 | May 15, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 68,331 | 6,677 | 0.1% | 0.09% | 79 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 66,789 | 6,527 | 0.31% | — | 80 | +66,789 | New | Q1 2026 | May 18, 2026 |
| Jacobs Equity LLC | History | Added to | 53,585 | 6,032 | 5.4% | 3.85% | 81 | +9,360 | 21.16% | Q1 2026 | May 14, 2026 |
| Access Investment Management LLC | History | No change | 68,145 | 5,985 | 1.61% | 1.61% | 82 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Global Wealth Strategies & Associates | History | New | 59,903 | 5,854 | 1.44% | — | 83 | +59,903 | New | Q1 2026 | Apr 03, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 59,185 | 5,784 | 0.01% | 0.01% | 84 | -68,671 | -53.71% | Q1 2026 | May 12, 2026 |
| BHK Investment Advisors, LLC | History | Reduced | 57,350 | 5,604 | 1.87% | 1.79% | 85 | -2,959 | -4.91% | Q1 2026 | Apr 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 54,549 | 5,331 | 0.15% | 0.13% | 86 | -70 | -0.13% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 52,203 | 5,101 | 0.01% | 0.01% | 87 | +7,549 | 16.91% | Q1 2026 | May 15, 2026 |
| MorganRosel Wealth Management, LLC | History | New | 48,846 | 4,773 | 1.88% | — | 88 | +48,846 | New | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 48,431 | 4,733 | 0.01% | 0.01% | 89 | +1,743 | 3.73% | Q1 2026 | Apr 30, 2026 |
| Sarasin & Partners LLP | History | New | 46,541 | 4,548 | 0.06% | — | 90 | +46,541 | New | Q1 2026 | Apr 13, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 45,596 | 4,456 | 0.16% | 0.15% | 91 | -596 | -1.29% | Q1 2026 | May 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 45,522 | 4,448 | 0.14% | 0.14% | 92 | -1,204 | -2.58% | Q1 2026 | Apr 08, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 43,934 | 4,293 | 0.99% | 0.98% | 93 | -361 | -0.81% | Q1 2026 | May 08, 2026 |
| First Bank & Trust | History | No change | 43,465 | 4,247 | 0.68% | 0.64% | 94 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Squarepoint Ops LLC | History | Added to | 42,483 | 4,151 | 0.0% | 0.0% | 95 | +31,156 | 275.06% | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 41,181 | 4,024 | 0.32% | 0.32% | 96 | -1,494 | -3.5% | Q1 2026 | May 15, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 40,866 | 3,993 | 1.1% | 1.0% | 97 | -591 | -1.43% | Q1 2026 | May 04, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 38,721 | 3,784 | 0.14% | 0.14% | 98 | -4,184 | -9.75% | Q1 2026 | May 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 38,558 | 3,768 | 0.07% | 0.01% | 99 | +35,909 | 1355.57% | Q1 2026 | Apr 27, 2026 |
| Madson Wealth Advisors Inc | History | New | 38,499 | 3,762 | 3.13% | — | 100 | +38,499 | New | Q1 2026 | Apr 21, 2026 |
| Cooksen Wealth, LLC | History | Added to | 35,341 | 3,453 | 2.51% | 2.28% | 101 | +919 | 2.67% | Q1 2026 | Apr 30, 2026 |
| PARTHENON LLC | History | Reduced | 32,429 | 3,169 | 0.36% | 0.32% | 102 | -564 | -1.71% | Q1 2026 | Apr 28, 2026 |
| HB Wealth Management, LLC | History | Reduced | 32,373 | 3,163 | 0.02% | 0.02% | 103 | -1,526 | -4.5% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 34,879 | 3,153 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Addison Advisors LLC | History | Reduced | 32,245 | 3,151 | 0.7% | 0.66% | 105 | -508 | -1.55% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 32,001 | 3,127 | 0.0% | 0.01% | 106 | -27,025 | -45.78% | Q1 2026 | May 13, 2026 |
| Resolute Advisors LLC | History | No change | 31,426 | 3,071 | 1.27% | 0.93% | 107 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 31,412 | 3,055 | 0.02% | 0.03% | 108 | -21,172 | -40.26% | Q1 2026 | May 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 30,996 | 3,029 | 0.01% | — | 109 | +30,996 | New | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 30,538 | 2,984 | 0.0% | 0.0% | 110 | -1,025 | -3.25% | Q1 2026 | May 13, 2026 |
| Ledyard National Bank | History | Reduced | 29,963 | 2,928 | 0.25% | 0.24% | 111 | -1,262 | -4.04% | Q1 2026 | Apr 24, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 29,682 | 2,900 | 0.16% | 0.15% | 112 | -525 | -1.74% | Q1 2026 | Apr 08, 2026 |
| Segment Wealth Management, LLC | History | New | 29,330 | 2,866 | 0.17% | — | 113 | +29,330 | New | Q1 2026 | Apr 20, 2026 |
| VANGUARD GROUP INC | History | No change | 31,176 | 2,818 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 28,624 | 2,797 | 0.03% | 0.03% | 115 | +3,040 | 11.88% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 28,594 | 2,794 | 0.0% | 0.0% | 116 | +3,448 | 13.71% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 27,947 | 2,731 | 0.0% | 0.0% | 117 | +5,249 | 23.13% | Q1 2026 | May 14, 2026 |
| Sierra Capital LLC | History | Added to | 26,786 | 2,618 | 0.29% | 0.16% | 118 | +10,449 | 63.96% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 26,408 | 2,580 | 0.01% | 0.03% | 119 | -28,852 | -52.21% | Q1 2026 | Apr 15, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Reduced | 26,025 | 2,543 | 0.3% | 0.3% | 120 | -721 | -2.7% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 24,882 | 2,431 | 0.0% | — | 121 | +24,882 | New | Q1 2026 | May 01, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 24,840 | 2,427 | 0.83% | 0.83% | 122 | -719 | -2.81% | Q1 2026 | Apr 14, 2026 |
| LM Advisors LLC | History | Added to | 233 | 2,385 | 0.04% | 0.04% | 123 | +17 | 7.87% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 23,755 | 2,321 | 0.0% | 0.0% | 124 | +434 | 1.86% | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | Added to | 22,954 | 2,243 | 0.37% | 0.29% | 125 | +2,738 | 13.54% | Q1 2026 | Apr 16, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 22,799 | 2,228 | 0.01% | 0.03% | 126 | -31,556 | -58.06% | Q1 2026 | May 05, 2026 |
| Marex Group plc | History | New | 22,800 | 2,228 | 0.01% | — | 127 | +22,800 | New | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 22,771 | 2,225 | 0.01% | 0.02% | 128 | -6,149 | -21.26% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Reduced | 21,032 | 2,206 | 0.07% | 0.07% | 130 | -1,978 | -8.6% | Q1 2026 | Apr 09, 2026 |
| Liberty Capital Management, Inc. | History | No change | 24,408 | 2,206 | 0.41% | 0.41% | 129 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 21,791 | 2,129 | 1.15% | 1.06% | 131 | +1,121 | 5.42% | Q1 2026 | May 15, 2026 |
| Keel Point, LLC | History | No change | 23,389 | 2,114 | 0.13% | 0.13% | 132 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 21,574 | 2,108 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 21,536 | 2,104 | 0.15% | 0.41% | 134 | -39,873 | -64.93% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 21,103 | 2,062 | 0.0% | 0.0% | 135 | -30,306 | -58.95% | Q1 2026 | May 14, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 20,868 | 2,039 | 0.41% | 0.39% | 136 | -4,777 | -18.63% | Q1 2026 | Apr 22, 2026 |
| Versant Capital Management, Inc | History | No change | 20,316 | 1,985 | 0.2% | 0.23% | 137 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Caprock Group, LLC | History | New | 20,000 | 1,954 | 0.05% | — | 138 | +20,000 | New | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 19,960 | 1,950 | 0.0% | 0.0% | 139 | +17,755 | 805.22% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 19,893 | 1,944 | 0.04% | 0.03% | 140 | +2,315 | 13.17% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 19,838 | 1,938 | 0.01% | 0.01% | 141 | -5,147 | -20.6% | Q1 2026 | May 04, 2026 |
| GTS SECURITIES LLC | History | Added to | 19,276 | 1,883 | 0.07% | 0.02% | 142 | +12,940 | 204.23% | Q1 2026 | May 14, 2026 |
| REBALANCE, LLC | History | Reduced | 18,859 | 1,843 | 0.11% | 0.1% | 143 | -408 | -2.12% | Q1 2026 | May 11, 2026 |
| Integrated Advisors Network LLC | History | New | 18,258 | 1,784 | 0.09% | — | 144 | +18,258 | New | Q1 2026 | Apr 28, 2026 |
| Financial & Tax Architects, LLC | History | New | 18,149 | 1,773 | 0.4% | — | 145 | +18,149 | New | Q1 2026 | Apr 23, 2026 |
| BigSur Wealth Management LLC | History | No change | 18,000 | 1,759 | 0.49% | 0.39% | 146 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 17,699 | 1,729 | 0.04% | 0.03% | 147 | +1,668 | 10.4% | Q1 2026 | May 15, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 17,435 | 1,703 | 0.78% | 0.72% | 148 | -90 | -0.51% | Q1 2026 | Apr 09, 2026 |
| Mariner, LLC | History | Reduced | 17,410 | 1,701 | 0.0% | 0.0% | 149 | -196 | -1.11% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 17,330 | 1,693 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 17,141 | 1,675 | 0.03% | 0.0% | 151 | +16,623 | 3209.07% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 17,096 | 1,670 | 0.0% | 0.01% | 152 | -40,722 | -70.43% | Q1 2026 | Apr 27, 2026 |
| Global Financial Private Client, LLC | History | Added to | 16,845 | 1,646 | 0.54% | 0.52% | 153 | +313 | 1.89% | Q1 2026 | Apr 20, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 16,358 | 1,598 | 0.12% | 0.12% | 154 | -1,010 | -5.82% | Q1 2026 | Apr 24, 2026 |
| BlackRock, Inc. | History | Added to | 15,318 | 1,497 | 0.0% | 0.0% | 155 | +623 | 4.24% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 15,305 | 1,495 | 0.04% | 0.03% | 156 | +395 | 2.65% | Q1 2026 | Apr 29, 2026 |
| BANK OF NOVA SCOTIA | History | New | 14,800 | 1,446 | 0.0% | — | 157 | +14,800 | New | Q1 2026 | May 14, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 14,751 | 1,441 | 0.0% | 0.0% | 158 | -730 | -4.72% | Q1 2026 | May 08, 2026 |
| Forum Finance Group S.A. | History | New | 17,764 | 1,411 | 0.76% | — | 159 | +17,764 | New | Q1 2026 | May 07, 2026 |
| Lummis Asset Management, LP | History | Added to | 14,260 | 1,398 | 0.84% | 0.03% | 160 | +13,796 | 2973.28% | Q1 2026 | May 11, 2026 |
| McHugh Group, LLC | History | Added to | 14,240 | 1,391 | 0.82% | 0.52% | 161 | +4,060 | 39.88% | Q1 2026 | Apr 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 14,209 | 1,388 | 0.0% | 0.0% | 162 | +1,312 | 10.17% | Q1 2026 | May 15, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 14,096 | 1,377 | 0.09% | 0.1% | 163 | -1,696 | -10.74% | Q1 2026 | Apr 20, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 13,971 | 1,365 | 0.02% | 0.02% | 164 | -5,569 | -28.5% | Q1 2026 | Apr 28, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 13,761 | 1,344 | 0.02% | 0.02% | 165 | -61 | -0.44% | Q1 2026 | Apr 22, 2026 |
| Dakota Wealth Management | History | Reduced | 13,245 | 1,294 | 0.03% | 0.02% | 166 | -411 | -3.01% | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 13,083 | 1,278 | 0.01% | 0.0% | 167 | +3,205 | 32.45% | Q1 2026 | May 13, 2026 |
| Rehmann Capital Advisory Group | History | No change | 12,922 | 1,262 | 0.07% | 0.06% | 168 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 12,887 | 1,259 | 0.01% | 0.04% | 169 | -28,619 | -68.95% | Q1 2026 | May 05, 2026 |
| Generation Capital Management LLC | History | Added to | 12,842 | 1,255 | 0.92% | 0.29% | 170 | +7,842 | 156.84% | Q1 2026 | May 08, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 12,637 | 1,235 | 0.16% | 0.13% | 171 | +2,261 | 21.79% | Q1 2026 | Apr 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 12,535 | 1,225 | 0.1% | 0.1% | 172 | -703 | -5.31% | Q1 2026 | Apr 20, 2026 |
| Quantinno Capital Management LP | History | New | 12,447 | 1,216 | 0.0% | — | 173 | +12,447 | New | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 12,306 | 1,202 | 0.03% | 0.03% | 174 | +367 | 3.07% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,920 | 1,173 | 0.0% | 0.0% | 175 | -8,361 | -41.23% | Q1 2026 | Apr 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 11,742 | 1,147 | 0.0% | 0.0% | 176 | +2,326 | 24.7% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Reduced | 11,564 | 1,130 | 0.01% | 0.03% | 177 | -20,181 | -63.57% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 11,492 | 1,123 | 0.0% | 0.0% | 178 | -1,476 | -11.38% | Q1 2026 | May 14, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 11,279 | 1,102 | 0.1% | — | 179 | +11,279 | New | Q1 2026 | Apr 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 11,142 | 1,088 | 0.04% | 0.03% | 180 | +493 | 4.63% | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 10,901 | 1,065 | 0.01% | 0.01% | 181 | -215 | -1.93% | Q1 2026 | May 01, 2026 |
| Wealthfront Advisers LLC | History | Added to | 10,849 | 1,060 | 0.0% | 0.0% | 182 | +2,495 | 29.87% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 10,753 | 1,050 | 0.01% | 0.0% | 183 | +7,433 | 223.89% | Q1 2026 | May 15, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 10,771 | 1,049 | 0.49% | 0.49% | 184 | -729 | -6.34% | Q1 2026 | Apr 22, 2026 |
| Legacy PCG, LLC | History | Reduced | 10,713 | 1,046 | 5.62% | 4.54% | 185 | -70,350 | -86.78% | Q1 2026 | May 15, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 11,279 | 1,019 | 0.09% | 0.09% | 186 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 10,094 | 986 | 0.05% | 0.05% | 187 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,015 | 978 | 0.0% | 0.0% | 188 | +65 | 0.65% | Q1 2026 | Apr 30, 2026 |
| RiverGlades Family Offices LLC | History | New | 9,750 | 952 | 0.56% | — | 189 | +9,750 | New | Q1 2026 | May 13, 2026 |
| Sharper & Granite LLC | History | Added to | 9,603 | 938 | 0.32% | 0.22% | 190 | +2,618 | 37.48% | Q1 2026 | Apr 08, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 9,000 | 879 | 0.0% | — | 191 | +9,000 | New | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 8,937 | 873 | 0.0% | 0.0% | 192 | +2,460 | 37.98% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 8,700 | 850 | 0.0% | 0.0% | 193 | -422 | -4.63% | Q1 2026 | May 08, 2026 |
| Verdence Capital Advisors LLC | History | No change | 8,587 | 839 | 0.05% | 0.05% | 194 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,745 | 831 | 0.0% | 0.0% | 195 | +1,466 | 20.14% | Q1 2026 | May 15, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 8,255 | 806 | 0.05% | 0.04% | 196 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| London & Capital Asset Management Ltd | History | Added to | 8,120 | 793 | 0.01% | 0.01% | 197 | +1,370 | 20.3% | Q1 2026 | May 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 7,652 | 747 | 0.05% | 0.04% | 198 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sincerus Advisory, LLC | History | New | 7,594 | 742 | 0.56% | — | 199 | +7,594 | New | Q1 2026 | Apr 06, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 7,481 | 731 | 0.19% | 0.59% | 200 | -16,778 | -69.16% | Q1 2026 | Apr 29, 2026 |
| Saranac Partners Ltd | History | Added to | 11,445 | 726 | 0.31% | 0.17% | 201 | +6,490 | 130.98% | Q1 2026 | May 15, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 7,355 | 718 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 7,173 | 701 | 0.0% | — | 203 | +7,173 | New | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | No change | 7,167 | 700 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Yoffe Investment Management, LLC | History | No change | 7,008 | 684 | 0.88% | 0.81% | 205 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 6,980 | 682 | 0.01% | 0.02% | 206 | -7,777 | -52.7% | Q1 2026 | Apr 20, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 6,939 | 682 | 0.46% | — | 207 | +6,939 | New | Q1 2026 | Apr 08, 2026 |
| BROWN ADVISORY INC | History | Added to | 6,949 | 679 | 0.0% | 0.0% | 208 | +300 | 4.51% | Q1 2026 | May 15, 2026 |
| Amplius Wealth Advisors, LLC | History | New | 6,680 | 652 | 0.05% | — | 209 | +6,680 | New | Q1 2026 | Apr 13, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 6,609 | 645 | 0.07% | 0.06% | 210 | +6 | 0.09% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Added to | 6,539 | 639 | 0.02% | 0.02% | 211 | +165 | 2.59% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,528 | 637 | 0.06% | 0.05% | 212 | +278 | 4.45% | Q1 2026 | Apr 30, 2026 |
| MASECO LLP | History | No change | 6,428 | 628 | 0.02% | 0.03% | 213 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 6,236 | 609 | 0.25% | — | 214 | +6,236 | New | Q1 2026 | May 06, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 6,090 | 595 | 0.05% | 0.04% | 215 | +8 | 0.13% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 6,034 | 589 | 0.01% | 0.01% | 216 | +25 | 0.42% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 5,990 | 585 | 0.0% | — | 217 | +5,990 | New | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | No change | 5,939 | 579 | 0.06% | 0.06% | 218 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 5,897 | 576 | 0.06% | 0.05% | 219 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 5,789 | 565 | 0.08% | 0.07% | 220 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 5,664 | 553 | 0.0% | 0.0% | 221 | +240 | 4.42% | Q1 2026 | May 13, 2026 |
| Portland Financial Advisors Inc | History | No change | 5,655 | 552 | 1.15% | 1.09% | 222 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Reduced | 5,600 | 547 | 0.0% | 0.01% | 223 | -8,023 | -58.89% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 5,586 | 545 | 0.0% | — | 224 | +5,586 | New | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,541 | 541 | 0.01% | 0.01% | 225 | -67 | -1.19% | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 5,365 | 524 | 0.02% | 0.01% | 226 | +65 | 1.23% | Q1 2026 | Apr 29, 2026 |
| Unconventional Investor, LLC | History | No change | 5,335 | 521 | 0.25% | 0.23% | 227 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 5,275 | 515 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 5,235 | 511 | 0.0% | 0.0% | 229 | -6,450 | -55.2% | Q1 2026 | May 05, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 5,037 | 492 | 0.05% | 0.06% | 230 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 5,000 | 488 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 4,988 | 487 | 0.0% | 0.0% | 232 | -3 | -0.06% | Q1 2026 | May 13, 2026 |
| Hikari Tsushin, Inc. | History | No change | 4,931 | 481 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 4,681 | 457 | 0.01% | 0.01% | 234 | +265 | 6.0% | Q1 2026 | Apr 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 4,671 | 456 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Reduced | 4,574 | 447 | 0.0% | 0.0% | 236 | -231 | -4.81% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 4,570 | 446 | 0.03% | — | 237 | +4,570 | New | Q1 2026 | May 15, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 4,926 | 445 | 0.06% | 0.06% | 238 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Haverford Financial Services, Inc. | History | No change | 4,520 | 441 | 0.13% | 0.11% | 239 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 4,505 | 440 | 0.01% | 0.0% | 240 | -10 | -0.22% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 4,453 | 435 | 0.0% | 0.0% | 241 | -29 | -0.65% | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,432 | 433 | 0.0% | 0.0% | 242 | +1,729 | 63.97% | Q1 2026 | May 08, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 4,461 | 432 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | Reduced | 4,382 | 428 | 0.01% | 0.01% | 244 | -2,258 | -34.01% | Q1 2026 | May 12, 2026 |
| NWAM LLC | History | Reduced | 4,318 | 421 | 0.02% | 0.02% | 245 | -36 | -0.83% | Q1 2026 | May 04, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 4,281 | 418 | 0.02% | 0.02% | 246 | -405 | -8.64% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 4,250 | 415 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Elevation Advisory Partners LLC | History | New | 4,121 | 409 | 0.38% | — | 248 | +4,121 | New | Q1 2026 | May 08, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 4,177 | 408 | 0.01% | 0.01% | 249 | -126 | -2.93% | Q1 2026 | Apr 14, 2026 |
| Advisory Resource Group | History | New | 4,067 | 397 | 0.07% | — | 250 | +4,067 | New | Q1 2026 | May 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 4,010 | 391 | 0.03% | 0.09% | 251 | -8,836 | -68.78% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | Reduced | 3,929 | 383 | 0.01% | 0.01% | 252 | -145 | -3.56% | Q1 2026 | May 06, 2026 |
| Choate Investment Advisors | History | No change | 3,876 | 378 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,866 | 377 | 0.04% | — | 256 | +3,866 | New | Q1 2026 | May 15, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 3,512 | 377 | 0.42% | 0.31% | 255 | -53 | -1.49% | Q1 2026 | Apr 23, 2026 |
| WHITTIER TRUST CO | History | No change | 3,797 | 377 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Evelyn Partners Investment Management LLP | History | Added to | 3,808 | 372 | 0.01% | 0.01% | 257 | +65 | 1.74% | Q1 2026 | May 15, 2026 |
| Southland Equity Partners LLC | History | Reduced | 3,772 | 368 | 0.07% | 0.07% | 258 | -9 | -0.24% | Q1 2026 | Apr 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 3,764 | 367 | 0.0% | 0.0% | 259 | -408 | -9.78% | Q1 2026 | May 01, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 3,743 | 365 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 3,187 | 364 | 0.27% | 0.8% | 261 | -7,103 | -69.03% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 3,699 | 361 | 0.01% | 1.89% | 262 | -911,384 | -99.6% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | No change | 3,688 | 360 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Apella Capital, LLC | History | Added to | 3,340 | 358 | 0.01% | 0.0% | 264 | +1,043 | 45.41% | Q1 2026 | Apr 20, 2026 |
| F&V Capital Management, LLC | History | Reduced | 3,630 | 355 | 0.08% | 0.07% | 265 | -202 | -5.27% | Q1 2026 | Apr 27, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 3,495 | 341 | 0.0% | — | 266 | +3,495 | New | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 3,472 | 339 | 0.0% | — | 268 | +3,472 | New | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Added to | 3,478 | 339 | 0.0% | 0.0% | 267 | +909 | 35.38% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | No change | 3,450 | 337 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Alternatives, Inc | History | No change | 3,458 | 337 | 0.18% | 0.18% | 270 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Brooklyn Investment Group | History | Added to | 3,439 | 336 | 0.01% | 0.01% | 271 | +243 | 7.6% | Q1 2026 | Apr 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 3,361 | 328 | 0.0% | — | 272 | +3,361 | New | Q1 2026 | Apr 07, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 3,355 | 327 | 0.07% | 0.07% | 273 | +109 | 3.36% | Q1 2026 | May 15, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 3,343 | 326 | 0.04% | 0.06% | 274 | -1,713 | -33.88% | Q1 2026 | Apr 16, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Reduced | 3,322 | 324 | 0.08% | 0.13% | 275 | -2,693 | -44.77% | Q1 2026 | Apr 22, 2026 |
| COMMERCE BANK | History | New | 3,275 | 320 | 0.0% | — | 276 | +3,275 | New | Q1 2026 | May 11, 2026 |
| Advisory Alpha, LLC | History | No change | 3,234 | 316 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 3,232 | 315 | 0.0% | 0.0% | 278 | -194 | -5.66% | Q1 2026 | Apr 30, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 3,490 | 315 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Chesley Taft & Associates LLC | History | No change | 3,164 | 309 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Western Wealth Management, LLC | History | New | 3,142 | 307 | 0.01% | — | 281 | +3,142 | New | Q1 2026 | May 19, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 3,036 | 296 | 0.0% | 0.0% | 282 | -35 | -1.14% | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 3,015 | 294 | 0.02% | 0.05% | 283 | -5,397 | -64.16% | Q1 2026 | Apr 30, 2026 |
| DOVER ADVISORS, LLC | History | Added to | 3,010 | 294 | 0.12% | 0.1% | 284 | +274 | 10.01% | Q1 2026 | Apr 08, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 2,995 | 292 | 0.08% | 0.07% | 285 | -109 | -3.51% | Q1 2026 | Apr 28, 2026 |
| Headlands Technologies LLC | History | New | 2,974 | 290 | 0.03% | — | 286 | +2,974 | New | Q1 2026 | May 13, 2026 |
| KINTRA WEALTH, LLC | History | New | 2,972 | 290 | 0.02% | — | 287 | +2,972 | New | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | Reduced | 2,876 | 281 | 0.02% | 0.05% | 289 | -800 | -21.76% | Q1 2026 | Apr 28, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 2,883 | 281 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 2,864 | 279 | 0.0% | 0.0% | 290 | +336 | 13.29% | Q1 2026 | May 14, 2026 |
| BOS Asset Management, LLC | History | Added to | 2,859 | 279 | 0.07% | 0.07% | 291 | +1 | 0.03% | Q1 2026 | Apr 08, 2026 |
| Navigation Wealth Management, Inc. | History | Added to | 2,834 | 276 | 0.99% | 0.34% | 292 | +289 | 11.36% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | New | 2,785 | 272 | 0.0% | — | 293 | +2,785 | New | Q1 2026 | May 15, 2026 |
| Piscataqua Savings Bank | History | No change | 2,705 | 264 | 0.19% | 0.17% | 294 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,918 | 263 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Luminvest Wealth Management LLC | History | New | 2,482 | 260 | 0.07% | — | 296 | +2,482 | New | Q1 2026 | May 01, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 2,628 | 256 | 0.0% | 0.0% | 298 | +15 | 0.57% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,841 | 256 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASPIRIANT, LLC | History | No change | 2,611 | 255 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 2,591 | 253 | 0.01% | 0.02% | 300 | -4,127 | -61.43% | Q1 2026 | Apr 28, 2026 |