VANGUARD MUNICIPAL BOND FUNDS - VTEB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Reduced | 44,720,653 | 2,225,747 | 0.14% | 0.33% | 1 | -59,830,919 | -57.23% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 38,571,552 | 1,924,334 | 1.18% | 1.17% | 2 | +1,920,046 | 5.24% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 27,925,540 | 1,393,205 | 0.08% | 0.08% | 3 | +2,752,797 | 10.94% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 27,532,088 | 1,373,575 | 0.93% | 0.9% | 4 | +2,499,613 | 9.99% | Q1 2026 | May 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 24,913,759 | 1,242,947 | 2.73% | 2.71% | 5 | +760,249 | 3.15% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 24,824,614 | 1,238,499 | 0.19% | 0.18% | 6 | +1,826,935 | 7.94% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 24,433,775 | 1,219,001 | 0.38% | 0.39% | 7 | -180,421 | -0.73% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 20,319,509 | 1,013,740 | 0.05% | 0.05% | 8 | -174,122 | -0.85% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 14,599,761 | 728,382 | 0.1% | 0.1% | 9 | -749,717 | -4.88% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 14,373,737 | 717,105 | 0.14% | 0.12% | 10 | +885,725 | 6.57% | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 14,164,689 | 706,677 | 0.65% | 0.67% | 11 | +659,339 | 4.88% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 12,706,867 | 633,945 | 2.44% | — | 12 | +12,706,867 | New | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,650,375 | 631,127 | 0.05% | 0.04% | 13 | +594,110 | 4.93% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,832,376 | 540,427 | 0.8% | 0.78% | 14 | +603,571 | 5.9% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 9,638,050 | 480,842 | 0.13% | 0.13% | 15 | +503,007 | 5.51% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,880,433 | 441,255 | 0.21% | 0.21% | 16 | +1,925,834 | 27.69% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 7,223,222 | 360,366 | 0.09% | 0.08% | 17 | +951,107 | 15.16% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Added to | 6,930,029 | 345,739 | 0.65% | 0.64% | 18 | +222,124 | 3.31% | Q1 2026 | May 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 6,316,714 | 315,140 | 4.62% | 4.26% | 19 | +717,204 | 12.81% | Q1 2026 | Apr 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,402,498 | 269,530 | 0.07% | 0.07% | 20 | +745,787 | 16.02% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 4,482,589 | 220,073 | 0.31% | 0.27% | 21 | +448,551 | 11.12% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 4,401,851 | 219,619 | 0.31% | 0.3% | 22 | +362,662 | 8.98% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 4,345,653 | 216,804 | 0.03% | 0.03% | 23 | +598,276 | 15.97% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 4,267,150 | 212,883 | 0.25% | 0.24% | 24 | +309,361 | 7.82% | Q1 2026 | May 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 4,250,870 | 212,075 | 2.32% | 2.21% | 25 | +236,121 | 5.88% | Q1 2026 | May 13, 2026 |
| ASPIRIANT, LLC | History | Reduced | 4,233,953 | 211,231 | 6.02% | 6.22% | 26 | -70,098 | -1.63% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 4,141,430 | 208,272 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 3,852,209 | 192,186 | 0.75% | — | 28 | +3,852,209 | New | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,492,612 | 174,246 | 0.21% | 0.21% | 29 | -16,267 | -0.46% | Q1 2026 | May 14, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 3,465,055 | 172,871 | 3.72% | 3.95% | 30 | -91,781 | -2.58% | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,311,160 | 165,194 | 0.03% | 0.03% | 31 | -91,724 | -2.7% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,198,132 | 159,547 | 0.04% | 0.03% | 32 | +161,459 | 5.32% | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,638,988 | 131,659 | 2.28% | 1.81% | 33 | +611,368 | 30.15% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,622,261 | 130,824 | 0.14% | 0.14% | 34 | +75,473 | 2.96% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,462,866 | 122,872 | 0.07% | 0.07% | 35 | -97,485 | -3.81% | Q1 2026 | May 08, 2026 |
| Members Trust Co | History | Added to | 2,453,861 | 122,423 | 4.07% | 3.88% | 36 | +90,170 | 3.81% | Q1 2026 | May 04, 2026 |
| Pathstone Holdings, LLC | History | Added to | 2,367,474 | 118,113 | 0.47% | 0.46% | 37 | +20,115 | 0.86% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 2,153,555 | 107,440 | 1.05% | 0.95% | 38 | +223,228 | 11.56% | Q1 2026 | May 08, 2026 |
| SCS Capital Management LLC | History | Reduced | 1,930,365 | 96,305 | 1.02% | 1.04% | 39 | -15,494 | -0.8% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,896,133 | 94,598 | 1.09% | 1.17% | 40 | -15,240 | -0.8% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,846,369 | 92,115 | 0.52% | 0.48% | 41 | +140,834 | 8.26% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,804,894 | 90,046 | 0.02% | 0.01% | 42 | +319,117 | 21.48% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 1,707,796 | 85,201 | 0.13% | 0.14% | 43 | -53,681 | -3.05% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 1,615,681 | 80,606 | 0.39% | 0.42% | 44 | +146,263 | 9.95% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,608,506 | 80,251 | 0.12% | 0.14% | 45 | -350,512 | -17.89% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Added to | 1,587,787 | 79,595 | 2.57% | 2.32% | 46 | +265,487 | 20.08% | Q1 2026 | Apr 09, 2026 |
| Lutz Financial Services LLC | History | Added to | 1,569,663 | 78,310 | 5.26% | 5.09% | 47 | +82,868 | 5.57% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,555,177 | 77,587 | 0.07% | 0.07% | 48 | +69,173 | 4.65% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 1,547,081 | 77,183 | 2.78% | 2.81% | 49 | +29,598 | 1.95% | Q1 2026 | May 13, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 1,428,518 | 71,268 | 10.01% | — | 50 | +1,428,518 | New | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Added to | 1,365,610 | 68,130 | 0.94% | 0.11% | 51 | +1,213,245 | 796.28% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 1,361,467 | 67,923 | 0.37% | 0.39% | 52 | -70,818 | -4.94% | Q1 2026 | May 05, 2026 |
| Forum Financial Management, LP | History | Added to | 1,319,857 | 65,847 | 0.93% | 0.85% | 53 | +18,686 | 1.44% | Q1 2026 | Apr 23, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,314,757 | 65,593 | 1.03% | 1.02% | 54 | +147,129 | 12.6% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 1,299,844 | 64,849 | 0.32% | 0.24% | 55 | +399,838 | 44.43% | Q1 2026 | May 14, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,277,072 | 63,688 | 0.49% | — | 56 | +1,277,072 | New | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,273,664 | 63,543 | 0.51% | 0.57% | 57 | +315,789 | 32.97% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,291,956 | 63,258 | 0.13% | 0.12% | 58 | -525,324 | -28.91% | Q1 2026 | Apr 08, 2026 |
| BAKER BOYER NATIONAL BANK | History | Added to | 1,172,202 | 58,481 | 17.57% | 17.65% | 59 | +9,431 | 0.81% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 1,151,605 | 57,453 | 0.06% | 0.06% | 60 | +114,033 | 10.99% | Q1 2026 | May 13, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 1,100,757 | 54,916 | 8.1% | 8.15% | 61 | -5,223 | -0.47% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Wealth | History | Added to | 1,099,104 | 54,841 | 0.06% | 0.06% | 62 | +5,173 | 0.47% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,098,741 | 54,816 | 0.95% | 0.98% | 63 | +305,687 | 38.55% | Q1 2026 | May 11, 2026 |
| West Financial Advisors, LLC | History | Added to | 1,094,845 | 54,621 | 9.27% | 9.11% | 64 | +20,806 | 1.94% | Q1 2026 | Apr 08, 2026 |
| GenTrust, LLC | History | Added to | 1,045,621 | 52,166 | 2.23% | 1.96% | 65 | +143,951 | 15.96% | Q1 2026 | Apr 27, 2026 |
| MATHER GROUP, LLC. | History | Added to | 992,577 | 49,519 | 0.49% | 0.49% | 66 | +49,598 | 5.26% | Q1 2026 | Apr 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 989,502 | 49,366 | 0.26% | 0.3% | 67 | +142,073 | 16.77% | Q1 2026 | May 15, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 973,264 | 48,556 | 0.85% | 0.82% | 68 | +2,737 | 0.28% | Q1 2026 | May 11, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 957,011 | 47,745 | 9.78% | 9.9% | 69 | -23,921 | -2.44% | Q1 2026 | May 05, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 913,240 | 45,561 | 2.7% | 2.69% | 70 | -14,775 | -1.59% | Q1 2026 | May 11, 2026 |
| Sunflower Bank, N.A. | History | Added to | 896,240 | 44,713 | 11.4% | 11.08% | 71 | +22,074 | 2.53% | Q1 2026 | Apr 10, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 894,199 | 44,611 | 3.03% | 3.11% | 72 | -4,054 | -0.45% | Q1 2026 | May 14, 2026 |
| Foster Group, Inc. | History | Reduced | 885,687 | 44,186 | 1.32% | 1.36% | 73 | -6,844 | -0.77% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Added to | 869,401 | 43,374 | 0.18% | 0.17% | 74 | +62,725 | 7.78% | Q1 2026 | May 14, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 868,264 | 43,317 | 6.56% | 6.41% | 75 | +31,243 | 3.73% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 866,033 | 43,206 | 0.06% | 0.05% | 76 | +104,839 | 13.77% | Q1 2026 | Apr 27, 2026 |
| One Capital Management, LLC | History | Added to | 845,847 | 42,199 | 1.16% | 1.23% | 77 | +36,204 | 4.47% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 842,572 | 42,035 | 0.09% | 0.08% | 78 | -1,827 | -0.22% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 824,157 | 41,117 | 0.11% | 0.12% | 79 | -153,028 | -15.66% | Q1 2026 | May 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 811,204 | 40,470 | 2.26% | 2.24% | 80 | +22,041 | 2.79% | Q1 2026 | Apr 20, 2026 |
| NICOLET BANKSHARES INC | History | New | 801,648 | 40,009 | 1.48% | — | 81 | +801,648 | New | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Added to | 796,708 | 39,747 | 0.14% | 0.13% | 82 | +3,117 | 0.39% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 777,821 | 38,805 | 0.05% | 0.07% | 83 | -213,711 | -21.55% | Q1 2026 | Apr 27, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 770,917 | 38,461 | 3.75% | 3.4% | 84 | +78,827 | 11.39% | Q1 2026 | Apr 29, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 751,234 | 37,479 | 4.54% | 5.88% | 85 | -284,414 | -27.46% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 745,522 | 37,194 | 0.81% | 0.84% | 86 | -96 | -0.01% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 733,944 | 36,616 | 0.61% | 0.5% | 87 | +138,133 | 23.18% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 733,531 | 36,595 | 0.01% | 0.0% | 88 | +592,590 | 420.45% | Q1 2026 | May 15, 2026 |
| Lexington Hill Partners, LLC | History | Added to | 721,059 | 35,973 | 20.37% | 14.97% | 89 | +325,271 | 82.18% | Q1 2026 | Apr 16, 2026 |
| MBB PUBLIC MARKETS I LLC | History | Added to | 718,533 | 35,847 | 4.27% | 2.93% | 90 | +160,200 | 28.69% | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 715,114 | 35,676 | 0.6% | 0.7% | 91 | -125,266 | -14.91% | Q1 2026 | May 05, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 707,563 | 35,300 | 1.38% | 1.44% | 92 | -16,575 | -2.29% | Q1 2026 | Apr 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 705,710 | 35,207 | 1.11% | 0.67% | 93 | +341,469 | 93.75% | Q1 2026 | May 07, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 695,282 | 35,153 | 2.37% | 2.37% | 94 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 703,776 | 35,111 | 3.95% | 3.74% | 95 | +11,880 | 1.72% | Q1 2026 | May 04, 2026 |
| Jordan Park Group LLC | History | Added to | 703,253 | 35,085 | 1.87% | 1.7% | 96 | +120,323 | 20.64% | Q1 2026 | May 11, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 702,048 | 35,025 | 1.84% | 1.93% | 97 | +2,056 | 0.29% | Q1 2026 | Apr 29, 2026 |
| Gleason Group, Inc. | History | Added to | 695,356 | 34,691 | 3.44% | 3.1% | 98 | +65,977 | 10.48% | Q1 2026 | May 04, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 675,736 | 33,712 | 0.26% | 0.28% | 99 | -11,723 | -1.71% | Q1 2026 | May 01, 2026 |
| Allen Investment Management, LLC | History | No change | 673,326 | 33,592 | 0.42% | 0.38% | 100 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Waverly Advisors, LLC | History | Added to | 653,649 | 32,610 | 0.24% | 0.25% | 101 | +51,593 | 8.57% | Q1 2026 | May 15, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 652,691 | 32,562 | 1.03% | 1.01% | 102 | +36,641 | 5.95% | Q1 2026 | May 15, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 645,040 | 32,181 | 8.17% | 7.9% | 103 | +21,030 | 3.37% | Q1 2026 | Apr 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 641,610 | 32,009 | 0.45% | 0.38% | 104 | +52,479 | 8.91% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 632,719 | 31,566 | 0.0% | 0.0% | 105 | -157,276 | -19.91% | Q1 2026 | May 15, 2026 |
| BSW Wealth Partners | History | Added to | 629,537 | 31,407 | 3.83% | 3.71% | 106 | +13,964 | 2.27% | Q1 2026 | Apr 14, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 625,727 | 31,217 | 0.37% | 0.37% | 107 | -15,310 | -2.39% | Q1 2026 | May 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 609,855 | 30,425 | 0.64% | 0.64% | 108 | -1,414 | -0.23% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 601,532 | 30,010 | 0.01% | 0.0% | 109 | +502,684 | 508.54% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Added to | 589,649 | 29,418 | 0.9% | 0.85% | 110 | +25,244 | 4.47% | Q1 2026 | Apr 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 564,104 | 28,525 | 2.55% | 2.3% | 111 | +48,893 | 9.49% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Added to | 561,677 | 28,022 | 0.32% | 0.29% | 112 | +54,933 | 10.84% | Q1 2026 | Apr 16, 2026 |
| Merit Financial Group, LLC | History | Added to | 554,843 | 27,681 | 0.21% | 0.11% | 113 | +272,404 | 96.45% | Q1 2026 | Apr 15, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 540,555 | 27,091 | 7.08% | 7.43% | 114 | +8,196 | 1.54% | Q1 2026 | May 01, 2026 |
| AlphaCore Capital LLC | History | Reduced | 537,063 | 26,794 | 0.64% | 0.71% | 115 | -99,907 | -15.68% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 532,395 | 26,561 | 1.61% | 1.68% | 116 | -13,439,919 | -96.19% | Q1 2026 | May 12, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 529,087 | 26,396 | 2.42% | 1.95% | 117 | +125,577 | 31.12% | Q1 2026 | Apr 23, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 508,854 | 25,386 | 0.21% | 0.21% | 118 | +33,557 | 7.06% | Q1 2026 | May 07, 2026 |
| L2 Asset Management, LLC | History | Added to | 505,263 | 25,207 | 2.4% | 1.68% | 119 | +255,461 | 102.27% | Q1 2026 | May 14, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 505,550 | 25,207 | 7.37% | 6.56% | 120 | +59,670 | 13.38% | Q1 2026 | May 07, 2026 |
| One Wealth Advisors, LLC | History | Added to | 492,252 | 24,558 | 3.06% | 2.94% | 121 | +13,259 | 2.77% | Q1 2026 | Apr 21, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 487,296 | 24,311 | 0.64% | 0.63% | 122 | +15,007 | 3.18% | Q1 2026 | Apr 16, 2026 |
| Apella Capital, LLC | History | Added to | 477,945 | 24,112 | 0.36% | 0.43% | 123 | +43,681 | 10.06% | Q1 2026 | Apr 20, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 465,886 | 23,243 | 2.03% | 1.88% | 124 | +59,689 | 14.69% | Q1 2026 | Apr 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 448,328 | 22,764 | 1.05% | 0.16% | 125 | -426,389 | -48.75% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 453,445 | 22,622 | 0.04% | 0.04% | 126 | -619 | -0.14% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 448,066 | 22,353 | 0.06% | 0.06% | 127 | +1,283 | 0.29% | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | Added to | 445,141 | 22,208 | 0.93% | 0.74% | 128 | +114,384 | 34.58% | Q1 2026 | Apr 30, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 444,040 | 22,153 | 0.03% | 0.02% | 129 | +112,661 | 34.0% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 442,400 | 22,071 | 0.03% | 0.02% | 130 | +231,146 | 109.42% | Q1 2026 | May 14, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 439,579 | 21,930 | 6.43% | 6.68% | 131 | +2,941 | 0.67% | Q1 2026 | Apr 22, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 438,026 | 21,853 | 12.41% | 11.78% | 132 | +33,938 | 8.4% | Q1 2026 | Apr 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 437,027 | 21,803 | 0.08% | 0.09% | 133 | +16,009 | 3.8% | Q1 2026 | Apr 30, 2026 |
| Colony Family Offices, LLC | History | Added to | 429,624 | 21,433 | 5.29% | 4.86% | 134 | +42,269 | 10.91% | Q1 2026 | Apr 21, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 425,853 | 21,245 | 1.44% | 1.48% | 135 | +2,416 | 0.57% | Q1 2026 | Apr 29, 2026 |
| Hirtle & Co., LLC | History | Reduced | 425,162 | 21,211 | 0.73% | 0.73% | 136 | -99 | -0.02% | Q1 2026 | May 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 423,749 | 21,140 | 0.39% | 0.22% | 137 | +179,889 | 73.77% | Q1 2026 | May 07, 2026 |
| BROWN ADVISORY INC | History | Added to | 412,488 | 20,579 | 0.03% | 0.03% | 138 | +17,599 | 4.46% | Q1 2026 | May 15, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 408,410 | 20,375 | 4.02% | 3.91% | 139 | +37,202 | 10.02% | Q1 2026 | Apr 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 401,700 | 20,040 | 0.01% | — | 140 | +401,700 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 397,947 | 19,853 | 0.01% | 0.01% | 141 | +40,768 | 11.41% | Q1 2026 | May 06, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 391,387 | 19,526 | 0.84% | 0.78% | 142 | +19,464 | 5.23% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 378,843 | 18,900 | 0.03% | 0.0% | 143 | +370,974 | 4714.37% | Q1 2026 | May 01, 2026 |
| Elm Partners Management LLC | History | Reduced | 375,373 | 18,682 | 0.81% | 1.03% | 144 | -77,270 | -17.07% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 366,394 | 18,425 | 0.36% | 0.36% | 145 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 366,273 | 18,273 | 0.01% | 0.01% | 146 | +115,583 | 46.11% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 364,797 | 18,199 | 0.03% | 0.03% | 147 | +1,262 | 0.35% | Q1 2026 | May 14, 2026 |
| Stairway Partners, LLC | History | Reduced | 364,470 | 18,183 | 0.94% | 0.95% | 148 | -250 | -0.07% | Q1 2026 | Apr 02, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 357,307 | 17,826 | 2.79% | 2.97% | 149 | -10,485 | -2.85% | Q1 2026 | May 13, 2026 |
| Logan Stone Capital, LLC | History | New | 352,368 | 17,579 | 4.88% | — | 150 | +352,368 | New | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 351,000 | 17,511 | 0.0% | — | 151 | +351,000 | New | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Reduced | 349,658 | 17,444 | 0.34% | 0.33% | 152 | -9,502 | -2.65% | Q1 2026 | May 01, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 347,016 | 17,312 | 3.62% | 3.5% | 153 | +17,093 | 5.18% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 346,974 | 17,310 | 0.09% | 0.05% | 154 | +169,774 | 95.81% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 336,750 | 16,800 | 0.03% | 0.04% | 155 | -9,873 | -2.85% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 332,428 | 16,717 | 0.07% | 0.07% | 156 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Unison Advisors LLC | History | Added to | 330,270 | 16,477 | 1.25% | 1.45% | 157 | +92 | 0.03% | Q1 2026 | Apr 28, 2026 |
| Smithfield Trust Co | History | Added to | 330,206 | 16,474 | 0.72% | 0.64% | 158 | +41,870 | 14.52% | Q1 2026 | May 08, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 330,131 | 16,470 | 2.67% | 2.65% | 159 | +6,144 | 1.9% | Q1 2026 | Apr 15, 2026 |
| Evanson Asset Management, LLC | History | Added to | 328,916 | 16,409 | 0.88% | 0.81% | 160 | +29,380 | 9.81% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 327,448 | 16,336 | 0.04% | 0.04% | 161 | +9,923 | 3.13% | Q1 2026 | Apr 30, 2026 |
| Passive Capital Management, LLC. | History | Added to | 325,037 | 16,216 | 4.84% | 5.0% | 162 | +7,136 | 2.24% | Q1 2026 | May 14, 2026 |
| Single Point Partners, LLC | History | Added to | 317,426 | 15,836 | 3.15% | 3.12% | 163 | +3,528 | 1.12% | Q1 2026 | Apr 15, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 313,565 | 15,784 | 0.9% | 0.89% | 164 | +10,794 | 3.57% | Q1 2026 | Apr 20, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 310,975 | 15,638 | 4.58% | 4.58% | 165 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Clark Asset Management, LLC | History | Added to | 311,945 | 15,562 | 1.46% | 1.61% | 166 | +4,278 | 1.39% | Q1 2026 | Apr 16, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 311,766 | 15,554 | 1.34% | 1.38% | 167 | -6,112 | -1.92% | Q1 2026 | Apr 07, 2026 |
| Compound Planning, Inc. | History | Reduced | 311,764 | 15,553 | 0.48% | 0.54% | 168 | -55,359 | -15.08% | Q1 2026 | May 14, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 311,346 | 15,533 | 0.8% | 0.84% | 169 | -819 | -0.26% | Q1 2026 | Apr 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 307,301 | 15,452 | 0.1% | 0.1% | 170 | +23,416 | 8.25% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 309,000 | 15,416 | 0.04% | 0.03% | 171 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 307,545 | 15,343 | 0.0% | 0.0% | 172 | -71,805 | -18.93% | Q1 2026 | May 15, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 306,331 | 15,282 | 0.83% | 0.84% | 173 | +125,886 | 69.76% | Q1 2026 | May 11, 2026 |
| Newton One Investments LLC | History | Added to | 302,477 | 15,090 | 4.1% | 4.28% | 174 | +13,992 | 4.85% | Q1 2026 | Apr 24, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 299,960 | 14,965 | 1.23% | 1.32% | 175 | -6,698 | -2.18% | Q1 2026 | Apr 08, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 295,420 | 14,738 | 0.1% | 0.11% | 176 | -40,475 | -12.05% | Q1 2026 | May 05, 2026 |
| Divergent Planning, LLC | History | No change | 292,191 | 14,717 | 3.76% | 3.76% | 177 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 294,858 | 14,710 | 0.17% | 0.17% | 178 | -7,260 | -2.4% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 290,504 | 14,499 | 0.14% | 0.11% | 179 | +85,961 | 42.03% | Q1 2026 | Apr 07, 2026 |
| Grove Bank & Trust | History | Added to | 289,606 | 14,448 | 1.63% | 1.61% | 180 | +4,830 | 1.7% | Q1 2026 | Apr 08, 2026 |
| Brooklyn FI, LLC | History | Added to | 288,920 | 14,414 | 3.03% | 2.89% | 181 | +20,613 | 7.68% | Q1 2026 | May 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 287,500 | 14,343 | 0.02% | 0.01% | 182 | +50,000 | 21.05% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 281,255 | 14,031 | 0.15% | 0.12% | 183 | +66,824 | 31.16% | Q1 2026 | Apr 20, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 278,096 | 13,874 | 2.3% | 2.42% | 184 | -9,530 | -3.31% | Q1 2026 | Apr 29, 2026 |
| Frisco Financial Planning LLC | History | Added to | 276,667 | 13,802 | 11.38% | 7.74% | 185 | +92,437 | 50.17% | Q1 2026 | May 12, 2026 |
| PDS Planning, Inc | History | Added to | 272,330 | 13,586 | 0.9% | 0.87% | 186 | +13,327 | 5.15% | Q1 2026 | Apr 21, 2026 |
| SageView Advisory Group, LLC | History | No change | 268,868 | 13,521 | 0.46% | 0.46% | 187 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Altiora Financial Group, LLC | History | Added to | 270,029 | 13,471 | 2.22% | 1.77% | 188 | +65,551 | 32.06% | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | Added to | 269,394 | 13,440 | 0.07% | 0.07% | 189 | +9,406 | 3.62% | Q1 2026 | May 15, 2026 |
| Level Wealth Management LLC | History | Added to | 268,707 | 13,405 | 6.28% | 5.05% | 190 | +72,165 | 36.72% | Q1 2026 | Apr 27, 2026 |
| Empower Advisory Group, LLC | History | Added to | 267,565 | 13,348 | 0.03% | 0.03% | 191 | +33,435 | 14.28% | Q1 2026 | May 14, 2026 |
| MidFirst Bank | History | Added to | 267,538 | 13,347 | 1.1% | 0.8% | 192 | +66,990 | 33.4% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 264,905 | 13,216 | 0.15% | 0.15% | 193 | +3,458 | 1.32% | Q1 2026 | Apr 28, 2026 |
| Lido Advisors, LLC | History | Added to | 264,128 | 13,177 | 0.04% | 0.04% | 194 | +89 | 0.03% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 258,614 | 12,902 | 0.12% | 0.15% | 195 | +26,475 | 11.4% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 258,450 | 12,894 | 0.44% | 0.43% | 196 | +15,003 | 6.16% | Q1 2026 | Apr 07, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 256,806 | 12,812 | 10.15% | 9.92% | 197 | +11,474 | 4.68% | Q1 2026 | Apr 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 250,237 | 12,484 | 1.52% | 1.46% | 198 | +10,814 | 4.52% | Q1 2026 | Apr 23, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 246,692 | 12,307 | 1.29% | 1.37% | 199 | -2,012 | -0.81% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 243,460 | 12,146 | 0.15% | 0.14% | 200 | +23,853 | 10.86% | Q1 2026 | Apr 20, 2026 |
| Vanguard National Trust Co | History | New | 241,903 | 12,068 | 0.76% | — | 201 | +241,903 | New | Q1 2026 | May 08, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 241,327 | 12,039 | 0.34% | 0.27% | 202 | +47,500 | 24.51% | Q1 2026 | May 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 239,612 | 11,954 | 0.8% | 1.06% | 203 | +7,486 | 3.22% | Q1 2026 | May 07, 2026 |
| Partners in Financial Planning | History | Added to | 236,605 | 11,804 | 1.96% | 1.96% | 204 | +6,419 | 2.79% | Q1 2026 | May 11, 2026 |
| BANK OF HAWAII | History | Reduced | 236,069 | 11,777 | 0.62% | 0.61% | 205 | -8,786 | -3.59% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 233,246 | 11,636 | 0.06% | 0.08% | 206 | -46,362 | -16.58% | Q1 2026 | May 13, 2026 |
| Roth Financial Partners LLC | History | Reduced | 232,030 | 11,574 | 3.95% | 3.94% | 207 | -5,230 | -2.2% | Q1 2026 | Apr 21, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 231,247 | 11,537 | 1.33% | 0.83% | 208 | +94,367 | 68.94% | Q1 2026 | Apr 17, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 228,992 | 11,424 | 4.73% | 4.66% | 209 | +10,578 | 4.84% | Q1 2026 | Apr 13, 2026 |
| LM Advisors LLC | History | Reduced | 557 | 11,155 | 0.18% | 0.2% | 210 | -4 | -0.71% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 222,534 | 11,102 | 0.02% | 0.02% | 211 | +25,719 | 13.07% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 221,277 | 11,039 | 0.0% | 0.01% | 212 | -18,660 | -7.78% | Q1 2026 | May 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 220,932 | 11,022 | 0.13% | 0.21% | 213 | -151,147 | -40.62% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 220,528 | 11,002 | 0.2% | 0.2% | 214 | +252 | 0.11% | Q1 2026 | Apr 10, 2026 |
| Cardinal Point Capital Management ULC | History | New | 220,196 | 10,985 | 0.67% | — | 215 | +220,196 | New | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 216,869 | 10,819 | 0.05% | 0.05% | 216 | +13,152 | 6.46% | Q1 2026 | Apr 24, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 211,848 | 10,569 | 0.85% | 1.04% | 217 | -40,577 | -16.07% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 210,798 | 10,516 | 0.25% | 0.24% | 218 | +14,721 | 7.51% | Q1 2026 | May 11, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 207,164 | 10,335 | 1.5% | 1.42% | 219 | +11,422 | 5.84% | Q1 2026 | May 13, 2026 |
| PFG Advisors | History | Added to | 206,958 | 10,325 | 0.5% | 0.49% | 220 | +4,620 | 2.28% | Q1 2026 | May 05, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 206,552 | 10,304 | 1.87% | 1.72% | 221 | +3,927 | 1.94% | Q1 2026 | Apr 10, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 204,877 | 10,221 | 4.41% | 4.52% | 222 | +6,057 | 3.05% | Q1 2026 | May 01, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 204,654 | 10,210 | 0.83% | 0.83% | 223 | +10,650 | 5.49% | Q1 2026 | Apr 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 199,112 | 9,933 | 0.19% | 0.19% | 224 | -2,908 | -1.44% | Q1 2026 | May 01, 2026 |
| Firestone Capital Management | History | Added to | 198,358 | 9,896 | 2.06% | 2.07% | 225 | +4,413 | 2.28% | Q1 2026 | May 08, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 197,971 | 9,876 | 0.94% | 0.92% | 226 | +6,296 | 3.28% | Q1 2026 | Apr 22, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 197,020 | 9,829 | 2.21% | 2.26% | 227 | -3,070 | -1.53% | Q1 2026 | Apr 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 194,204 | 9,688 | 1.22% | 1.56% | 228 | +31,264 | 19.19% | Q1 2026 | May 18, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 188,849 | 9,489 | 0.19% | 0.77% | 229 | -474,026 | -71.51% | Q1 2026 | May 11, 2026 |
| Keebeck Wealth Management | History | Reduced | 189,547 | 9,456 | 1.06% | 1.18% | 230 | -12,933 | -6.39% | Q1 2026 | May 14, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 189,142 | 9,436 | 7.01% | 5.68% | 231 | +38,884 | 25.88% | Q1 2026 | Apr 20, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 189,041 | 9,431 | 2.7% | 2.54% | 232 | +14,875 | 8.54% | Q1 2026 | Apr 15, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 187,863 | 9,372 | 4.16% | 6.07% | 233 | -86,512 | -31.53% | Q1 2026 | Apr 24, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 187,560 | 9,357 | 0.04% | 0.02% | 234 | +30,138 | 19.14% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 186,683 | 9,313 | 0.11% | 0.11% | 235 | +13,803 | 7.98% | Q1 2026 | May 01, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 185,634 | 9,261 | 0.78% | 0.78% | 236 | +72 | 0.04% | Q1 2026 | Apr 20, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 183,963 | 9,251 | 0.83% | 0.85% | 237 | +1,322 | 0.72% | Q1 2026 | Apr 20, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 184,876 | 9,223 | 0.07% | 0.08% | 238 | -25,303 | -12.04% | Q1 2026 | May 11, 2026 |
| CAPSTONE CAPITAL LLC | History | Added to | 184,133 | 9,186 | 5.92% | 5.81% | 239 | +6,316 | 3.55% | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 184,559 | 9,185 | 0.33% | 0.31% | 240 | +20,256 | 12.33% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 182,597 | 9,109 | 0.02% | 0.01% | 241 | +32,337 | 21.52% | Q1 2026 | May 01, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 181,283 | 9,044 | 0.03% | 0.04% | 242 | -34,256 | -15.89% | Q1 2026 | Apr 24, 2026 |
| Independent Advisor Alliance | History | Added to | 180,533 | 9,006 | 0.1% | 0.07% | 243 | +120,551 | 200.98% | Q1 2026 | May 12, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 177,373 | 8,849 | 1.09% | 1.11% | 244 | -3,450 | -1.91% | Q1 2026 | Apr 10, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 174,138 | 8,687 | 0.7% | 0.69% | 245 | -4,391 | -2.46% | Q1 2026 | Apr 06, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 170,392 | 8,500 | 0.59% | 0.49% | 246 | -11,923 | -6.54% | Q1 2026 | May 11, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 169,422 | 8,452 | 0.88% | 0.89% | 247 | +3,349 | 2.02% | Q1 2026 | Apr 08, 2026 |
| Summit Wealth Group, LLC | History | Added to | 169,021 | 8,432 | 1.93% | 1.85% | 248 | +11,307 | 7.17% | Q1 2026 | May 04, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 167,287 | 8,345 | 2.24% | 2.12% | 249 | +21,138 | 14.46% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 166,045 | 8,283 | 0.17% | 0.18% | 250 | +685 | 0.41% | Q1 2026 | Apr 27, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 165,934 | 8,278 | 0.45% | 0.44% | 251 | +1,665 | 1.01% | Q1 2026 | May 15, 2026 |
| One Degree Advisors Inc | History | Added to | 165,093 | 8,236 | 2.16% | 2.17% | 252 | +8,388 | 5.35% | Q1 2026 | May 01, 2026 |
| Veratis Advisors, Inc. | History | No change | 160,726 | 8,179 | 6.47% | 6.47% | 253 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Summit Financial, LLC | History | Reduced | 163,784 | 8,171 | 0.1% | 0.12% | 254 | -4,302 | -2.56% | Q1 2026 | May 15, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 163,758 | 8,169 | 1.88% | 2.14% | 255 | -20,543 | -11.15% | Q1 2026 | Apr 17, 2026 |
| Beacon Wealthcare LLC | History | Added to | 163,181 | 8,141 | 2.87% | 2.67% | 256 | +8,545 | 5.53% | Q1 2026 | Apr 01, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 162,452 | 8,104 | 0.15% | 0.15% | 257 | +4,151 | 2.62% | Q1 2026 | May 11, 2026 |
| 25 LLC | History | Added to | 162,394 | 8,101 | 2.5% | 2.31% | 258 | +17,831 | 12.33% | Q1 2026 | Apr 20, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 161,873 | 8,075 | 3.8% | 3.81% | 259 | -4,679 | -2.81% | Q1 2026 | May 12, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 157,237 | 7,844 | 2.47% | 2.3% | 260 | +9,675 | 6.56% | Q1 2026 | Apr 16, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 153,633 | 7,664 | 1.82% | 1.8% | 261 | +7,614 | 5.21% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Reduced | 152,253 | 7,595 | 0.21% | 0.23% | 262 | -6,710 | -4.22% | Q1 2026 | May 13, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 151,937 | 7,580 | 0.32% | 0.3% | 263 | +1,125 | 0.75% | Q1 2026 | Apr 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 151,125 | 7,539 | 0.44% | 0.47% | 264 | -8,732 | -5.46% | Q1 2026 | Apr 29, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 150,611 | 7,514 | 0.47% | 0.48% | 265 | +6,778 | 4.71% | Q1 2026 | Apr 27, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 150,291 | 7,498 | 1.01% | 0.94% | 266 | +13,417 | 9.8% | Q1 2026 | Apr 08, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 149,224 | 7,444 | 4.62% | 4.3% | 267 | +13,167 | 9.68% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Added to | 149,194 | 7,443 | 0.04% | 0.04% | 268 | +7,018 | 4.94% | Q1 2026 | May 15, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 149,183 | 7,442 | 2.11% | 2.08% | 269 | +5,096 | 3.54% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 148,744 | 7,421 | 0.06% | 0.06% | 270 | -60 | -0.04% | Q1 2026 | Apr 07, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 147,764 | 7,371 | 4.42% | 4.11% | 271 | +17,879 | 13.77% | Q1 2026 | Apr 27, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 147,287 | 7,348 | 0.81% | 0.85% | 272 | -2,918 | -1.94% | Q1 2026 | May 14, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 147,252 | 7,346 | 2.26% | 2.23% | 273 | +454 | 0.31% | Q1 2026 | Apr 13, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 147,198 | 7,343 | 4.45% | 4.22% | 274 | +13,442 | 10.05% | Q1 2026 | Apr 27, 2026 |
| Northern Lights Advisors, Inc. | History | Added to | 147,051 | 7,336 | 4.97% | 4.96% | 275 | +3,363 | 2.34% | Q1 2026 | Apr 21, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 145,660 | 7,267 | 0.07% | 0.07% | 276 | +27,595 | 23.37% | Q1 2026 | May 12, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 145,433 | 7,255 | 0.69% | 0.62% | 277 | +17,649 | 13.81% | Q1 2026 | Apr 09, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 144,914 | 7,229 | 1.53% | 1.54% | 278 | -377 | -0.26% | Q1 2026 | May 05, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 143,493 | 7,158 | 0.59% | 0.42% | 279 | +42,027 | 41.42% | Q1 2026 | May 06, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 142,374 | 7,103 | 1.19% | 1.1% | 280 | +12,932 | 9.99% | Q1 2026 | Apr 21, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 141,522 | 7,060 | 0.37% | 0.35% | 281 | -17,507 | -11.01% | Q1 2026 | Apr 28, 2026 |
| Stembrook Asset Management, LLC | History | Added to | 140,786 | 7,023 | 6.88% | 6.68% | 282 | +105 | 0.07% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 139,937 | 6,981 | 0.1% | 0.1% | 283 | +8,005 | 6.07% | Q1 2026 | May 13, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Added to | 138,634 | 6,916 | 0.96% | 0.86% | 284 | +11,054 | 8.66% | Q1 2026 | May 07, 2026 |
| Schiavi & Co LLC | History | Added to | 137,397 | 6,854 | 2.04% | 2.14% | 285 | +4,857 | 3.66% | Q1 2026 | May 11, 2026 |
| Xena Financial Planning, LLC | History | Added to | 136,450 | 6,807 | 7.68% | 8.0% | 286 | +916 | 0.68% | Q1 2026 | Apr 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 136,372 | 6,803 | 0.3% | 0.27% | 287 | +18,903 | 16.09% | Q1 2026 | May 13, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 136,345 | 6,802 | 0.94% | 0.53% | 288 | +60,808 | 80.5% | Q1 2026 | Apr 21, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 135,112 | 6,740 | 1.85% | 1.89% | 289 | -5,865 | -4.16% | Q1 2026 | May 04, 2026 |
| Vested Financial Planning, LLC | History | Added to | 134,624 | 6,716 | 5.12% | 4.26% | 290 | +24,569 | 22.32% | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 133,002 | 6,635 | 0.1% | 0.05% | 291 | +83,475 | 168.54% | Q1 2026 | May 15, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 132,773 | 6,624 | 1.89% | 1.89% | 292 | -1,678 | -1.25% | Q1 2026 | Apr 07, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 132,371 | 6,603 | 1.71% | 1.65% | 293 | -1,369 | -1.02% | Q1 2026 | Apr 22, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 132,132 | 6,592 | 1.25% | 1.21% | 294 | +5,423 | 4.28% | Q1 2026 | Apr 09, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 131,186 | 6,544 | 0.95% | 0.85% | 295 | +11,135 | 9.28% | Q1 2026 | Apr 08, 2026 |
| STEPHENS INC /AR/ | History | Added to | 130,786 | 6,524 | 0.08% | 0.08% | 296 | +6,671 | 5.37% | Q1 2026 | Apr 28, 2026 |
| Glenview Trust Co | History | Added to | 130,595 | 6,515 | 0.1% | 0.06% | 297 | +49,039 | 60.13% | Q1 2026 | May 08, 2026 |
| DRAVO BAY LLC | History | Added to | 129,935 | 6,482 | 2.63% | 2.63% | 298 | +3,956 | 3.14% | Q1 2026 | May 07, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 129,507 | 6,461 | 0.29% | 0.15% | 299 | +60,056 | 86.47% | Q1 2026 | May 11, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 126,867 | 6,329 | 1.63% | 1.66% | 300 | +1,482 | 1.18% | Q1 2026 | Apr 09, 2026 |