VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VSS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Empower Advisory Group, LLC | History | Added to | 4,998,653 | 728,753 | 1.89% | 1.91% | 1 | +54,473 | 1.1% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,718,482 | 386,574 | 0.19% | 0.07% | 2 | +1,917,106 | 239.23% | Q1 2026 | May 15, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 1,905,214 | 277,761 | 12.83% | 13.18% | 3 | -32,484 | -1.68% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 1,815,974 | 264,751 | 0.37% | 0.38% | 4 | -60,426 | -3.22% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,698,248 | 247,587 | 0.39% | 0.37% | 5 | +20,644 | 1.23% | Q1 2026 | May 06, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 1,512,875 | 220,562 | 0.85% | 0.78% | 6 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 1,467,778 | 213,987 | 0.2% | 0.16% | 7 | -1,718 | -0.12% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,099,303 | 160,267 | 0.02% | 0.03% | 8 | -81,821 | -6.93% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 813,491 | 118,598 | 0.02% | 0.0% | 9 | +803,660 | 8174.75% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 765,596 | 111,616 | 0.01% | 0.01% | 10 | +111,425 | 17.03% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 742,771 | 108,288 | 0.22% | 0.21% | 11 | +21,418 | 2.97% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 735,168 | 107,180 | 0.07% | 0.07% | 12 | +44,746 | 6.48% | Q1 2026 | May 12, 2026 |
| WIT, LLC | History | No change | 658,548 | 96,009 | 1.81% | 1.89% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 619,635 | 90,336 | 0.06% | 0.05% | 14 | +68,934 | 12.52% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 521,955 | 76,095 | 0.01% | 0.01% | 15 | +18,987 | 3.77% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 475,989 | 69,394 | 0.02% | 0.02% | 16 | -26,173 | -5.21% | Q1 2026 | May 06, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 458,577 | 66,855 | 0.41% | 0.39% | 17 | +16,589 | 3.75% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 405,256 | 59,082 | 0.01% | 0.01% | 18 | +45,245 | 12.57% | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Added to | 349,644 | 50,974 | 0.2% | 0.18% | 19 | +21,364 | 6.51% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 334,623 | 48,784 | 0.01% | 0.01% | 20 | +7,869 | 2.41% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 319,984 | 46,650 | 0.0% | 0.0% | 21 | +26,750 | 9.12% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 313,974 | 45,774 | 0.02% | 0.02% | 22 | -33,278 | -9.58% | Q1 2026 | May 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 287,330 | 41,895 | 1.15% | 1.22% | 23 | -24,802 | -7.95% | Q1 2026 | May 14, 2026 |
| Efficient Advisors, LLC | History | Reduced | 287,104 | 41,856 | 2.97% | 2.94% | 24 | -64,121 | -18.26% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Reduced | 274,375 | 39,975 | 0.06% | 0.05% | 25 | -3,139 | -1.13% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 272,361 | 39,707 | 0.0% | 0.0% | 26 | -113,128 | -29.35% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 253,689 | 36,985 | 0.05% | 0.05% | 27 | -21,753 | -7.9% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 253,524 | 36,961 | 0.05% | 0.07% | 28 | -76,822 | -23.26% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 221,200 | 32,249 | 0.03% | 0.03% | 29 | -553 | -0.25% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 218,510 | 31,856 | 0.02% | 0.02% | 30 | -4,971 | -2.22% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 208,276 | 30,364 | 0.03% | 0.03% | 31 | -13,821 | -6.22% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 206,351 | 30,083 | 0.52% | 0.54% | 32 | -4,966 | -2.35% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | Added to | 206,124 | 30,050 | 0.04% | 0.04% | 33 | +9,451 | 4.81% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Reduced | 180,872 | 27,767 | 0.9% | 0.95% | 34 | -5,961 | -3.19% | Q1 2026 | Apr 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 186,312 | 27,162 | 0.03% | 0.03% | 35 | +9,020 | 5.09% | Q1 2026 | May 05, 2026 |
| Apella Capital, LLC | History | Reduced | 167,852 | 26,896 | 0.4% | 0.48% | 36 | -893 | -0.53% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 181,224 | 26,420 | 0.0% | 0.01% | 37 | -116,390 | -39.11% | Q1 2026 | May 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 179,696 | 26,197 | 2.1% | 2.02% | 38 | -887 | -0.49% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 178,921 | 26,085 | 0.0% | 0.0% | 39 | +25,986 | 16.99% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 175,578 | 25,597 | 0.12% | 0.17% | 40 | -34,173 | -16.29% | Q1 2026 | May 04, 2026 |
| Vontobel Holding Ltd. | History | No change | 160,000 | 23,326 | 0.08% | 0.07% | 41 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 158,674 | 23,132 | 0.01% | 0.01% | 42 | +17,686 | 12.54% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 144,798 | 21,110 | 0.0% | 0.0% | 43 | +2,627 | 1.85% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 144,563 | 21,075 | 0.01% | 0.0% | 44 | +141,824 | 5177.95% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 136,332 | 19,875 | 0.2% | 0.2% | 45 | +681 | 0.5% | Q1 2026 | Apr 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 137,691 | 19,477 | 0.0% | 0.0% | 46 | +15,125 | 12.34% | Q1 2026 | May 13, 2026 |
| Portland Global Advisors LLC | History | Added to | 123,899 | 18,063 | 1.93% | 1.88% | 47 | +1,493 | 1.22% | Q1 2026 | May 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 119,598 | 17,436 | 0.19% | 0.15% | 48 | +21,756 | 22.24% | Q1 2026 | May 13, 2026 |
| MilWealth Group LLC | History | Reduced | 117,741 | 17,165 | 4.09% | 4.03% | 49 | -274 | -0.23% | Q1 2026 | May 01, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 116,383 | 16,966 | 0.01% | 0.02% | 50 | -92,805 | -44.36% | Q1 2026 | May 15, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 109,193 | 15,919 | 1.83% | 2.71% | 51 | -74,689 | -40.62% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 107,069 | 15,616 | 0.02% | 0.02% | 52 | +19,553 | 22.34% | Q1 2026 | May 15, 2026 |
| Partners in Financial Planning | History | Reduced | 105,728 | 15,414 | 2.56% | 2.59% | 53 | -928 | -0.87% | Q1 2026 | May 11, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 103,581 | 15,101 | 0.19% | 0.14% | 54 | +30,651 | 42.03% | Q1 2026 | May 14, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 101,322 | 14,772 | 1.83% | 1.83% | 55 | -12,371 | -10.88% | Q1 2026 | May 14, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 100,324 | 14,626 | 1.88% | — | 56 | +100,324 | New | Q1 2026 | Apr 16, 2026 |
| ASPIRIANT, LLC | History | Reduced | 92,943 | 13,550 | 0.39% | 0.38% | 57 | -319 | -0.34% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 92,420 | 13,472 | 0.0% | 0.0% | 58 | +16,126 | 21.14% | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 87,524 | 12,753 | 1.25% | 1.21% | 59 | -385 | -0.44% | Q1 2026 | May 06, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 85,655 | 12,487 | 0.93% | 0.91% | 60 | -85 | -0.1% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | Added to | 83,641 | 12,194 | 0.04% | 0.04% | 61 | +37 | 0.04% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 83,522 | 12,176 | 0.15% | 0.16% | 62 | -1,175 | -1.39% | Q1 2026 | May 08, 2026 |
| Family CFO Inc | History | Reduced | 82,905 | 12,086 | 5.41% | 5.37% | 63 | -816 | -0.97% | Q1 2026 | Apr 28, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 80,766 | 11,774 | 0.14% | 0.14% | 64 | -3,778 | -4.47% | Q1 2026 | May 06, 2026 |
| Columbus Macro, LLC | History | Added to | 77,512 | 11,300 | 1.21% | 1.01% | 65 | +12,918 | 20.0% | Q1 2026 | Apr 21, 2026 |
| Texas Yale Capital Corp. | History | Added to | 75,834 | 11,055 | 0.31% | 0.33% | 66 | +383 | 0.51% | Q1 2026 | May 04, 2026 |
| 25 LLC | History | Reduced | 75,262 | 10,972 | 3.38% | 3.49% | 67 | -1,390 | -1.81% | Q1 2026 | Apr 20, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 74,611 | 10,877 | 1.24% | 1.38% | 68 | -11,940 | -13.8% | Q1 2026 | May 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 73,365 | 10,695 | 0.13% | 0.13% | 69 | +2,397 | 3.38% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 71,845 | 10,474 | 0.06% | 0.08% | 70 | -6,654 | -8.48% | Q1 2026 | May 15, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 70,841 | 10,327 | 1.82% | 1.78% | 71 | +2,672 | 3.92% | Q1 2026 | Apr 17, 2026 |
| IFG Advisors, LLC | History | Reduced | 70,413 | 10,265 | 1.68% | 1.71% | 72 | -1,075 | -1.5% | Q1 2026 | Apr 09, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 69,521 | 10,135 | 0.57% | 0.53% | 73 | +6,416 | 10.17% | Q1 2026 | May 14, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 68,039 | 9,919 | 4.37% | 4.16% | 74 | -1,353 | -1.95% | Q1 2026 | Apr 22, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 68,016 | 9,916 | 1.98% | 1.94% | 75 | +3,135 | 4.83% | Q1 2026 | Apr 09, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 67,810 | 9,885 | 0.67% | 0.74% | 76 | -7,549 | -10.02% | Q1 2026 | May 14, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 67,703 | 9,870 | 0.66% | 0.74% | 77 | -15,956 | -19.07% | Q1 2026 | May 14, 2026 |
| Newton One Investments LLC | History | Added to | 67,197 | 9,796 | 2.66% | 0.99% | 78 | +43,693 | 185.9% | Q1 2026 | Apr 24, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 66,342 | 9,672 | 0.12% | 0.12% | 79 | -1,982 | -2.9% | Q1 2026 | May 15, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 65,399 | 9,534 | 1.17% | 1.18% | 80 | -2,346 | -3.46% | Q1 2026 | Apr 10, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 65,035 | 9,481 | 0.3% | — | 81 | +65,035 | New | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 63,595 | 9,271 | 0.13% | 0.02% | 82 | +53,503 | 530.15% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Reduced | 63,006 | 9,185 | 0.05% | 0.05% | 83 | -2,177 | -3.34% | Q1 2026 | May 15, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 62,922 | 9,173 | 3.51% | 3.24% | 84 | +6,107 | 10.75% | Q1 2026 | Apr 21, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 62,813 | 9,157 | 0.46% | 0.46% | 85 | -139 | -0.22% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 62,476 | 9,108 | 0.01% | 0.01% | 86 | +878 | 1.43% | Q1 2026 | May 14, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 62,165 | 9,063 | 0.93% | 0.92% | 87 | +301 | 0.49% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 61,457 | 8,959 | 0.0% | 0.01% | 88 | -280,352 | -82.02% | Q1 2026 | May 15, 2026 |
| Brooklyn FI, LLC | History | Reduced | 61,141 | 8,913 | 1.87% | 1.94% | 89 | -2,087 | -3.3% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 60,996 | 8,892 | 0.01% | 0.01% | 90 | +19,306 | 46.31% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 60,057 | 8,755 | 0.02% | 0.01% | 91 | +2,363 | 4.1% | Q1 2026 | May 14, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 58,151 | 8,477 | 1.86% | 1.71% | 92 | +6,780 | 13.2% | Q1 2026 | Apr 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 56,981 | 8,307 | 0.26% | 0.26% | 93 | -1,403 | -2.4% | Q1 2026 | Apr 27, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 56,604 | 8,252 | 0.87% | 0.17% | 94 | +50,020 | 759.72% | Q1 2026 | Apr 17, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 55,482 | 8,088 | 0.13% | — | 95 | +55,482 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 51,907 | 7,583 | 0.01% | 0.01% | 96 | +5,945 | 12.93% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 49,737 | 7,361 | 0.07% | 0.05% | 97 | +16,827 | 51.13% | Q1 2026 | Apr 07, 2026 |
| FMR LLC | History | Reduced | 50,128 | 7,308 | 0.0% | 0.0% | 98 | -22,682 | -31.15% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 48,694 | 7,099 | 0.2% | 0.22% | 99 | -271 | -0.55% | Q1 2026 | Apr 09, 2026 |
| Quantum Capital Management, LLC / NJ | History | Reduced | 48,491 | 7,069 | 0.9% | 0.83% | 100 | -1,474 | -2.95% | Q1 2026 | May 13, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Reduced | 47,879 | 6,980 | 4.86% | 4.95% | 101 | -1,301 | -2.65% | Q1 2026 | Apr 08, 2026 |
| ATMOS ADVISORY, LLC | History | Reduced | 47,496 | 6,924 | 3.93% | 4.34% | 102 | -4,779 | -9.14% | Q1 2026 | Apr 06, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 46,734 | 6,813 | 0.09% | — | 103 | +46,734 | New | Q1 2026 | May 01, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 45,606 | 6,749 | 1.1% | 1.12% | 104 | -1,592 | -3.37% | Q1 2026 | Apr 20, 2026 |
| E&R Wealth Management, LLC | History | Added to | 45,889 | 6,690 | 6.66% | 6.76% | 105 | +694 | 1.54% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 45,563 | 6,643 | 0.02% | 0.02% | 106 | +2,896 | 6.79% | Q1 2026 | Apr 30, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 44,941 | 6,551 | 0.63% | 0.65% | 107 | -349 | -0.77% | Q1 2026 | Apr 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 44,160 | 6,438 | 0.04% | 0.04% | 108 | -3,441 | -7.23% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 44,120 | 6,432 | 0.09% | 0.09% | 109 | +1,180 | 2.75% | Q1 2026 | May 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 42,839 | 6,245 | 0.01% | 0.01% | 110 | -2,892 | -6.32% | Q1 2026 | May 13, 2026 |
| Noble Family Wealth, LLC | History | Added to | 42,085 | 6,135 | 1.27% | 1.14% | 111 | +4,444 | 11.81% | Q1 2026 | Apr 23, 2026 |
| Flower City Capital | History | Added to | 41,620 | 6,067 | 3.04% | 2.95% | 112 | +1,242 | 3.08% | Q1 2026 | Apr 14, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 41,591 | 6,063 | 1.86% | 1.79% | 113 | +701 | 1.71% | Q1 2026 | Apr 21, 2026 |
| Colony Family Offices, LLC | History | Added to | 39,803 | 5,802 | 1.43% | 1.39% | 114 | +981 | 2.53% | Q1 2026 | Apr 21, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 39,591 | 5,771 | 1.14% | 1.15% | 115 | +1,140 | 2.96% | Q1 2026 | Apr 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 39,197 | 5,714 | 1.07% | 1.04% | 116 | +935 | 2.44% | Q1 2026 | Apr 28, 2026 |
| Obsido Oy | History | Added to | 38,426 | 5,602 | 3.39% | 3.35% | 117 | +339 | 0.89% | Q1 2026 | May 15, 2026 |
| Viewpoint Capital Management LLC | History | Reduced | 38,177 | 5,565 | 2.6% | 2.42% | 118 | -880 | -2.25% | Q1 2026 | Apr 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 37,978 | 5,537 | 0.01% | 0.01% | 119 | -830 | -2.14% | Q1 2026 | Apr 22, 2026 |
| Fusion Family Wealth, LLC | History | Reduced | 37,839 | 5,516 | 0.41% | 0.6% | 120 | -17,644 | -31.8% | Q1 2026 | May 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 35,535 | 5,180 | 0.14% | 0.13% | 121 | +76 | 0.21% | Q1 2026 | Apr 27, 2026 |
| LAM GROUP, INC. | History | No change | 35,500 | 5,175 | 2.84% | 2.91% | 122 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIRST HORIZON CORP | History | Added to | 35,139 | 5,122 | 0.21% | 0.22% | 123 | +1,504 | 4.47% | Q1 2026 | Apr 30, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 34,852 | 5,081 | 1.36% | 1.56% | 124 | +6,332 | 22.2% | Q1 2026 | Apr 29, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 34,516 | 5,036 | 0.35% | 0.38% | 125 | +4,226 | 13.95% | Q1 2026 | May 18, 2026 |
| COMMERCE BANK | History | Reduced | 33,999 | 4,956 | 0.02% | 0.03% | 126 | -2,509 | -6.87% | Q1 2026 | May 11, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 34,742 | 4,935 | 0.49% | 0.28% | 127 | +14,773 | 73.98% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 33,841 | 4,933 | 0.05% | 0.06% | 128 | -423 | -1.23% | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | Added to | 33,207 | 4,841 | 0.28% | 0.27% | 129 | +317 | 0.96% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 33,045 | 4,817 | 0.0% | 0.0% | 130 | +5,370 | 19.4% | Q1 2026 | May 15, 2026 |
| Womack Financial LLC | History | Added to | 32,774 | 4,778 | 3.52% | 3.35% | 131 | +1,105 | 3.49% | Q1 2026 | May 11, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 32,747 | 4,774 | 2.01% | 2.17% | 132 | -3,057 | -8.54% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 32,715 | 4,769 | 4.29% | 3.98% | 133 | +3,134 | 10.59% | Q1 2026 | Apr 28, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 32,700 | 4,767 | 0.66% | 0.49% | 134 | +8,280 | 33.91% | Q1 2026 | May 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 32,635 | 4,757 | 0.07% | 0.08% | 135 | +420 | 1.3% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 32,443 | 4,729 | 0.0% | 0.0% | 136 | +26,715 | 466.39% | Q1 2026 | May 13, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 32,316 | 4,711 | 2.3% | — | 137 | +32,316 | New | Q1 2026 | Apr 09, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 31,847 | 4,642 | 0.38% | 0.41% | 138 | -652 | -2.01% | Q1 2026 | May 05, 2026 |
| SWAN Capital LLC | History | Reduced | 31,730 | 4,625 | 1.7% | 2.09% | 139 | -5,760 | -15.36% | Q1 2026 | May 14, 2026 |
| Factor Wealth Management LTD | History | Reduced | 31,560 | 4,601 | 0.87% | 1.25% | 140 | -8,906 | -22.01% | Q1 2026 | Apr 20, 2026 |
| Regal Investment Advisors LLC | History | Added to | 30,961 | 4,513 | 0.26% | 0.26% | 141 | +577 | 1.9% | Q1 2026 | May 14, 2026 |
| Causey Wealth LLC | History | Reduced | 30,302 | 4,417 | 1.88% | 2.31% | 142 | -2,753 | -8.33% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 29,708 | 4,331 | 0.08% | 0.07% | 143 | +795 | 2.75% | Q1 2026 | Apr 10, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 29,247 | 4,263 | 0.04% | 0.03% | 144 | +5,024 | 20.74% | Q1 2026 | May 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 28,653 | 4,177 | 0.41% | 0.38% | 145 | -623 | -2.13% | Q1 2026 | May 01, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 28,546 | 4,161 | 0.43% | 0.42% | 146 | +106 | 0.37% | Q1 2026 | May 04, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 28,496 | 4,154 | 0.33% | 0.37% | 147 | -3,047 | -9.66% | Q1 2026 | May 15, 2026 |
| Haverford Trust Co | History | Added to | 28,478 | 4,151 | 0.04% | 0.04% | 148 | +19 | 0.07% | Q1 2026 | May 11, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 28,285 | 4,123 | 0.47% | 0.47% | 149 | -260 | -0.91% | Q1 2026 | May 14, 2026 |
| REBALANCE, LLC | History | No change | 27,869 | 4,063 | 0.24% | 0.23% | 150 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 27,583 | 4,021 | 3.02% | 2.8% | 151 | +1,923 | 7.49% | Q1 2026 | Apr 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 27,562 | 4,018 | 0.24% | 0.24% | 152 | +712 | 2.65% | Q1 2026 | Apr 13, 2026 |
| Symmetry Partners, LLC | History | Reduced | 27,284 | 3,977 | 0.23% | 0.25% | 153 | -2,418 | -8.14% | Q1 2026 | Apr 27, 2026 |
| INSPIRE TRUST CO, N.A. | History | No change | 27,000 | 3,936 | 0.61% | 0.63% | 154 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Certified Advisory Corp | History | Added to | 26,753 | 3,900 | 0.35% | 0.35% | 155 | +141 | 0.53% | Q1 2026 | Apr 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 26,669 | 3,888 | 0.0% | 0.01% | 156 | -19,376 | -42.08% | Q1 2026 | May 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 26,457 | 3,855 | 0.51% | 0.51% | 157 | +760 | 2.96% | Q1 2026 | Apr 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 26,011 | 3,792 | 0.01% | 0.01% | 158 | -4,176 | -13.83% | Q1 2026 | May 04, 2026 |
| LPWM LLC | History | Added to | 25,743 | 3,753 | 0.95% | 0.92% | 159 | +308 | 1.21% | Q1 2026 | Apr 08, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 25,687 | 3,743 | 0.5% | 0.54% | 160 | +1,441 | 5.94% | Q1 2026 | Apr 08, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 22,754 | 3,624 | 1.09% | 1.1% | 161 | -79 | -0.35% | Q1 2026 | May 12, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 24,741 | 3,606 | 1.59% | 1.6% | 162 | +258 | 1.05% | Q1 2026 | Apr 15, 2026 |
| Evanson Asset Management, LLC | History | Added to | 24,657 | 3,594 | 0.19% | 0.19% | 163 | +1 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 24,926 | 3,572 | 0.0% | 0.0% | 164 | +856 | 3.56% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 24,325 | 3,546 | 0.82% | 0.8% | 165 | +403 | 1.68% | Q1 2026 | Apr 09, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 24,145 | 3,520 | 1.6% | 1.6% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FDx Advisors, Inc. | History | Reduced | 24,070 | 3,509 | 1.12% | 1.8% | 167 | -597 | -2.42% | Q1 2026 | May 01, 2026 |
| St. Louis Trust Co | History | Reduced | 23,478 | 3,422 | 0.4% | 0.4% | 168 | -693 | -2.87% | Q1 2026 | May 14, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 23,214 | 3,384 | 2.37% | 2.37% | 169 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Compound Planning, Inc. | History | Reduced | 22,811 | 3,325 | 0.1% | 0.1% | 170 | -2,086 | -8.38% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 22,617 | 3,297 | 0.02% | 0.02% | 171 | +1,076 | 5.0% | Q1 2026 | May 13, 2026 |
| DRW Securities, LLC | History | New | 22,177 | 3,233 | 0.04% | — | 172 | +22,177 | New | Q1 2026 | May 13, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 21,451 | 3,127 | 0.17% | 0.16% | 173 | -80 | -0.37% | Q1 2026 | Apr 17, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 20,619 | 3,006 | 2.39% | 1.97% | 174 | +1,385 | 7.2% | Q1 2026 | Apr 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 20,490 | 2,986 | 0.02% | 0.02% | 175 | -179 | -0.87% | Q1 2026 | Apr 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 18,716 | 2,890 | 0.05% | 0.08% | 176 | +6,931 | 58.81% | Q1 2026 | May 01, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 19,001 | 2,770 | 0.05% | 0.05% | 177 | -842 | -4.24% | Q1 2026 | May 11, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 18,886 | 2,753 | 1.46% | 1.22% | 178 | +3,559 | 23.22% | Q1 2026 | Apr 23, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 18,633 | 2,716 | 0.17% | 0.17% | 179 | -45 | -0.24% | Q1 2026 | Apr 14, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 18,577 | 2,708 | 0.92% | 0.96% | 180 | -76 | -0.41% | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 18,403 | 2,682 | 0.01% | 0.01% | 181 | -2,904 | -13.63% | Q1 2026 | Apr 30, 2026 |
| Harpswell Capital Advisors, LLC | History | Reduced | 18,088 | 2,637 | 1.96% | 2.11% | 182 | -465 | -2.51% | Q1 2026 | Apr 10, 2026 |
| Falcon Wealth Planning | History | Reduced | 17,883 | 2,607 | 0.18% | 0.22% | 183 | -402 | -2.2% | Q1 2026 | Apr 20, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 17,853 | 2,602 | 0.52% | 0.61% | 184 | -2,474 | -12.17% | Q1 2026 | May 08, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 17,818 | 2,597 | 1.53% | 1.48% | 185 | +857 | 5.05% | Q1 2026 | Apr 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 17,696 | 2,595 | 0.01% | 0.01% | 186 | -12,587 | -41.56% | Q1 2026 | Apr 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 17,793 | 2,593 | 0.05% | 0.05% | 187 | -293 | -1.62% | Q1 2026 | May 15, 2026 |
| CoreFirst Bank & Trust | History | No change | 17,916 | 2,567 | 1.39% | 1.39% | 188 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 17,500 | 2,551 | 0.02% | 0.01% | 189 | +13,555 | 343.6% | Q1 2026 | May 15, 2026 |
| Livet Wealth, LLC | History | Added to | 17,504 | 2,551 | 1.62% | 1.53% | 190 | +201 | 1.16% | Q1 2026 | Apr 24, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 17,165 | 2,460 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 16,507 | 2,406 | 0.95% | 0.93% | 192 | +48 | 0.29% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Added to | 16,418 | 2,393 | 0.03% | 0.03% | 193 | +1,054 | 6.86% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 16,153 | 2,354 | 0.06% | 0.02% | 194 | +12,854 | 389.63% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 16,141 | 2,353 | 0.01% | 0.02% | 195 | -5,466 | -25.3% | Q1 2026 | May 05, 2026 |
| CIBC Bancorp USA Inc. | History | New | 15,917 | 2,320 | 0.0% | — | 196 | +15,917 | New | Q1 2026 | May 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 15,866 | 2,313 | 2.41% | 1.58% | 197 | +4,764 | 42.91% | Q1 2026 | Apr 16, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 15,786 | 2,301 | 0.63% | 0.65% | 198 | +85 | 0.54% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 15,723 | 2,292 | 0.13% | 0.14% | 199 | -162 | -1.02% | Q1 2026 | Apr 30, 2026 |
| Traveka Wealth, LLC | History | Reduced | 15,612 | 2,276 | 0.87% | 0.92% | 200 | -208 | -1.31% | Q1 2026 | Apr 22, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 15,338 | 2,236 | 0.1% | 0.1% | 201 | -320 | -2.04% | Q1 2026 | May 06, 2026 |
| Mittelman Wealth Management | History | Added to | 15,121 | 2,204 | 1.37% | 1.33% | 202 | +788 | 5.5% | Q1 2026 | May 15, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 15,021 | 2,189 | 0.17% | 0.14% | 203 | +3,190 | 26.96% | Q1 2026 | May 01, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 14,814 | 2,159 | 0.05% | 0.04% | 204 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Blue Barn Wealth, LLC | History | No change | 14,990 | 2,148 | 3.13% | 3.13% | 205 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sincerus Advisory, LLC | History | Added to | 14,613 | 2,130 | 1.61% | 1.63% | 206 | +481 | 3.4% | Q1 2026 | Apr 06, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 14,535 | 2,119 | 0.04% | 0.05% | 207 | -1,748 | -10.74% | Q1 2026 | May 14, 2026 |
| SVB WEALTH LLC | History | Reduced | 14,367 | 2,094 | 0.14% | 0.13% | 208 | -722 | -4.78% | Q1 2026 | Apr 17, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 14,285 | 2,082 | 0.2% | 0.21% | 209 | -789 | -5.23% | Q1 2026 | Apr 13, 2026 |
| HUB Investment Partners, LLC | History | New | 14,186 | 2,068 | 0.05% | — | 210 | +14,186 | New | Q1 2026 | May 15, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 14,179 | 2,067 | 0.61% | 0.62% | 211 | -79 | -0.55% | Q1 2026 | Apr 16, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 14,151 | 2,063 | 0.73% | 0.8% | 212 | -1,137 | -7.44% | Q1 2026 | Apr 21, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 14,004 | 2,041 | 0.44% | 0.45% | 213 | +71 | 0.51% | Q1 2026 | May 15, 2026 |
| Level Financial Advisors | History | Reduced | 13,970 | 2,036 | 0.52% | 0.56% | 214 | -914 | -6.14% | Q1 2026 | Apr 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 13,956 | 2,034 | 0.0% | 0.0% | 215 | +551 | 4.11% | Q1 2026 | May 14, 2026 |
| PDS Planning, Inc | History | Reduced | 13,776 | 2,008 | 0.13% | 0.14% | 216 | -329 | -2.33% | Q1 2026 | Apr 21, 2026 |
| Cassilly Financial Group LLC | History | Added to | 13,589 | 1,981 | 1.72% | 1.71% | 217 | +109 | 0.81% | Q1 2026 | Apr 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 13,556 | 1,976 | 0.0% | 0.0% | 218 | +6,947 | 105.11% | Q1 2026 | May 15, 2026 |
| Payne Capital Management, LLC | History | Added to | 13,467 | 1,963 | 0.59% | 0.57% | 219 | +815 | 6.44% | Q1 2026 | May 08, 2026 |
| Procyon Advisors, LLC | History | Reduced | 13,457 | 1,961 | 0.1% | 0.1% | 220 | -21 | -0.16% | Q1 2026 | May 04, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 13,175 | 1,920 | 0.33% | 0.3% | 221 | +750 | 6.04% | Q1 2026 | Apr 13, 2026 |
| Red Wave Investments LLC | History | Reduced | 13,143 | 1,916 | 0.57% | 0.69% | 222 | -3,000 | -18.58% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 12,911 | 1,882 | 0.01% | 0.02% | 223 | +388 | 3.1% | Q1 2026 | Apr 07, 2026 |
| Dai-ichi Life Insurance Company, Ltd | History | Reduced | 12,894 | 1,879 | 0.05% | 0.06% | 224 | -3,044 | -19.1% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 12,806 | 1,866 | 0.0% | 0.0% | 225 | -2,470 | -16.17% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 12,778 | 1,862 | 0.01% | 0.02% | 226 | -362 | -2.75% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 12,750 | 1,858 | 0.08% | 0.08% | 227 | -1,121 | -8.08% | Q1 2026 | Apr 21, 2026 |
| Jacobs Equity LLC | History | Added to | 12,699 | 1,851 | 1.66% | 1.1% | 228 | +4,715 | 59.06% | Q1 2026 | May 14, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 12,609 | 1,838 | 1.41% | 1.35% | 229 | -151 | -1.18% | Q1 2026 | Apr 20, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 12,558 | 1,830 | 0.38% | 0.39% | 230 | +262 | 2.13% | Q1 2026 | Apr 15, 2026 |
| INTRUST BANK NA | History | Reduced | 12,419 | 1,810 | 0.15% | 0.2% | 231 | -4,543 | -26.78% | Q1 2026 | May 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 12,248 | 1,785 | 0.08% | 0.06% | 232 | +4,416 | 56.38% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,049 | 1,756 | 0.02% | 0.02% | 233 | -176 | -1.44% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 11,960 | 1,743 | 0.27% | 0.25% | 234 | +773 | 6.91% | Q1 2026 | Apr 17, 2026 |
| Capital Analysts, LLC | History | Reduced | 11,926 | 1,739 | 0.05% | 0.06% | 235 | -2,641 | -18.13% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | No change | 11,687 | 1,703 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 11,459 | 1,671 | 0.11% | 0.12% | 237 | -4 | -0.03% | Q1 2026 | May 12, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 11,398 | 1,661 | 0.01% | 0.01% | 238 | +57 | 0.5% | Q1 2026 | Apr 14, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 11,260 | 1,641 | 1.04% | 1.16% | 239 | -631 | -5.31% | Q1 2026 | May 11, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 10,679 | 1,639 | 0.31% | 0.3% | 240 | +44 | 0.41% | Q1 2026 | Apr 09, 2026 |
| NEPC LLC | History | No change | 10,882 | 1,586 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 10,859 | 1,583 | 0.01% | 0.01% | 242 | +196 | 1.84% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 10,635 | 1,550 | 0.02% | 0.02% | 243 | -245 | -2.25% | Q1 2026 | Apr 21, 2026 |
| Zhang Financial LLC | History | Reduced | 10,519 | 1,533 | 0.05% | 0.07% | 244 | -2,059 | -16.37% | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10,344 | 1,507 | 0.05% | 0.03% | 245 | +4,866 | 88.83% | Q1 2026 | May 15, 2026 |
| WELCH & FORBES LLC | History | No change | 10,334 | 1,506 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Asset Dedication, LLC | History | No change | 10,415 | 1,492 | 0.1% | 0.1% | 247 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 10,192 | 1,485 | 0.43% | 0.48% | 248 | -1,054 | -9.37% | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 9,914 | 1,445 | 0.31% | 0.34% | 249 | -1,199 | -10.79% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 9,909 | 1,444 | 0.05% | 0.05% | 250 | -212 | -2.09% | Q1 2026 | Apr 07, 2026 |
| CITIGROUP INC | History | Reduced | 9,782 | 1,426 | 0.0% | 0.0% | 251 | -27 | -0.28% | Q1 2026 | May 11, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 9,768 | 1,424 | 0.1% | 0.1% | 252 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 9,727 | 1,412 | 0.0% | 0.0% | 253 | +2,520 | 34.97% | Q1 2026 | May 14, 2026 |
| PW ADVISORS, LLC \ FL | History | No change | 9,669 | 1,409 | 1.06% | 1.11% | 254 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 8,878 | 1,402 | 0.27% | 0.26% | 255 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 9,595 | 1,398 | 0.43% | 0.5% | 256 | -1,842 | -16.11% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,308 | 1,357 | 0.02% | 0.02% | 257 | +57 | 0.62% | Q1 2026 | Apr 23, 2026 |
| Ballentine Partners, LLC | History | No change | 9,212 | 1,343 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 9,202 | 1,341 | 1.07% | 1.12% | 259 | -197 | -2.1% | Q1 2026 | May 05, 2026 |
| Glaxis Capital Management, LLC | History | No change | 17,604 | 1,322 | 1.65% | 2.22% | 260 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 9,014 | 1,314 | 0.12% | — | 261 | +9,014 | New | Q1 2026 | Apr 08, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 8,982 | 1,309 | 1.19% | 1.14% | 262 | +123 | 1.39% | Q1 2026 | May 08, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 9,039 | 1,295 | 0.12% | 0.12% | 263 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,818 | 1,285 | 0.0% | 0.0% | 264 | -172 | -1.91% | Q1 2026 | Apr 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 8,789 | 1,281 | 0.09% | 0.09% | 265 | +9 | 0.1% | Q1 2026 | Apr 20, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 8,734 | 1,273 | 0.11% | 0.12% | 266 | -344 | -3.79% | Q1 2026 | Apr 09, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 8,679 | 1,265 | 0.47% | 0.48% | 267 | -193 | -2.18% | Q1 2026 | Apr 13, 2026 |
| Paragon Capital Management Ltd | History | No change | 8,658 | 1,262 | 0.27% | 0.25% | 268 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 8,457 | 1,232 | 0.13% | 0.13% | 269 | -10 | -0.12% | Q1 2026 | May 13, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 8,440 | 1,230 | 0.07% | 0.07% | 270 | -428 | -4.83% | Q1 2026 | Apr 27, 2026 |
| Larson Financial Group LLC | History | Added to | 8,421 | 1,227 | 0.04% | 0.04% | 271 | +421 | 5.26% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Reduced | 8,373 | 1,220 | 0.04% | 0.04% | 272 | -252 | -2.92% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 8,309 | 1,211 | 0.0% | — | 274 | +8,309 | New | Q1 2026 | May 14, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 8,310 | 1,211 | 0.04% | 0.05% | 273 | -1,060 | -11.31% | Q1 2026 | May 07, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 8,271 | 1,205 | 0.02% | 0.02% | 275 | -1,555 | -15.83% | Q1 2026 | Apr 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 8,071 | 1,176 | 0.02% | 0.02% | 276 | -343 | -4.08% | Q1 2026 | Apr 20, 2026 |
| McLean Asset Management Corp | History | Added to | 8,035 | 1,171 | 0.2% | 0.21% | 277 | +14 | 0.17% | Q1 2026 | Apr 22, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,025 | 1,169 | 0.06% | 0.06% | 278 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 7,976 | 1,162 | 0.31% | 0.31% | 279 | -2 | -0.03% | Q1 2026 | Apr 20, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 7,936 | 1,156 | 0.78% | 0.78% | 280 | -15 | -0.19% | Q1 2026 | Apr 16, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 7,799 | 1,137 | 0.0% | 0.0% | 281 | +234 | 3.09% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 7,733 | 1,127 | 0.03% | 0.01% | 282 | +6,025 | 352.75% | Q1 2026 | May 13, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 7,715 | 1,125 | 0.02% | 0.02% | 283 | +1,044 | 15.65% | Q1 2026 | May 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 7,658 | 1,116 | 0.0% | 0.0% | 284 | -1,455 | -15.97% | Q1 2026 | Apr 24, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 7,637 | 1,113 | 0.08% | 0.09% | 285 | -46 | -0.6% | Q1 2026 | Apr 30, 2026 |
| SACHEM HILL LLC | History | No change | 7,529 | 1,097 | 0.21% | 0.21% | 286 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 7,510 | 1,094 | 0.57% | 0.57% | 287 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 7,484 | 1,091 | 0.03% | 0.02% | 288 | +22 | 0.29% | Q1 2026 | May 15, 2026 |
| SilverOak Wealth Management LLC | History | Reduced | 7,340 | 1,070 | 0.17% | 0.17% | 289 | -118 | -1.58% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,282 | 1,061 | 0.01% | 0.0% | 290 | +4,265 | 141.37% | Q1 2026 | Apr 27, 2026 |
| Gateway Wealth Partners, LLC | History | New | 7,256 | 1,057 | 0.04% | — | 291 | +7,256 | New | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 7,234 | 1,054 | 0.01% | — | 292 | +7,234 | New | Q1 2026 | May 14, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 7,155 | 1,043 | 0.6% | 0.6% | 293 | -1,731 | -19.48% | Q1 2026 | Apr 14, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 7,091 | 1,033 | 0.36% | 0.34% | 294 | +127 | 1.82% | Q1 2026 | Apr 21, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 7,039 | 1,026 | 0.05% | 0.05% | 295 | -9 | -0.13% | Q1 2026 | Apr 17, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 6,992 | 1,019 | 0.59% | 0.61% | 296 | +111 | 1.61% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Group, LLC / IL | History | New | 6,981 | 1,017 | 0.28% | — | 297 | +6,981 | New | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 7,087 | 1,015 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 6,925 | 1,009 | 0.18% | 0.31% | 299 | -4,731 | -40.59% | Q1 2026 | Apr 22, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 6,864 | 1,000 | 0.9% | 1.07% | 300 | +1,813 | 35.89% | Q1 2026 | May 11, 2026 |