VANGUARD WELLINGTON FUND - VTES
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,329,333 | 134,448 | 0.2% | 0.2% | 1 | +15,818 | 1.2% | Q1 2026 | May 15, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 725,519 | 73,378 | 6.43% | 5.93% | 2 | +56,952 | 8.52% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 378,943 | 38,326 | 0.0% | 0.0% | 3 | +99,912 | 35.81% | Q1 2026 | May 15, 2026 |
| Gleason Group, Inc. | History | Added to | 299,562 | 30,297 | 3.0% | 2.82% | 4 | +16,118 | 5.69% | Q1 2026 | May 04, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 266,166 | 26,920 | 0.21% | — | 5 | +266,166 | New | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 238,557 | 24,127 | 0.01% | 0.01% | 6 | -35,058 | -12.81% | Q1 2026 | May 14, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 194,104 | 19,668 | 2.68% | 3.69% | 7 | +4,546 | 2.4% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 170,641 | 17,193 | 0.02% | 0.02% | 8 | +14,086 | 9.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 154,387 | 15,614 | 0.0% | 0.0% | 9 | +14,198 | 10.13% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 115,283 | 11,659 | 0.01% | 0.01% | 10 | -958 | -0.82% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 114,037 | 11,533 | 0.0% | 0.0% | 11 | +87,110 | 323.5% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 100,213 | 10,135 | 0.05% | 0.06% | 12 | -6,118 | -5.75% | Q1 2026 | May 04, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 98,904 | 10,003 | 0.68% | 0.71% | 13 | -2,550 | -2.51% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 95,628 | 9,671 | 0.01% | 0.01% | 14 | +14,395 | 17.72% | Q1 2026 | Apr 27, 2026 |
| Beacon Bank & Trust | History | Added to | 94,228 | 9,530 | 1.95% | 1.87% | 15 | +3,717 | 4.11% | Q1 2026 | Apr 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 92,338 | 9,339 | 0.0% | 0.0% | 16 | +21,920 | 31.13% | Q1 2026 | May 04, 2026 |
| Stonebridge Capital Advisors LLC | History | Reduced | 90,006 | 9,103 | 0.64% | 0.65% | 17 | -1,909 | -2.08% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 85,535 | 8,650 | 0.01% | 0.01% | 18 | -2,105 | -2.4% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 83,787 | 8,474 | 0.04% | 0.06% | 19 | -1,624 | -1.9% | Q1 2026 | May 15, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 76,320 | 7,719 | 0.81% | 0.73% | 20 | -100 | -0.13% | Q1 2026 | Apr 27, 2026 |
| Hughes Financial Services, LLC | History | Added to | 75,612 | 7,647 | 1.17% | 1.15% | 21 | +3,465 | 4.8% | Q1 2026 | Apr 29, 2026 |
| LPL Financial LLC | History | Added to | 75,557 | 7,641 | 0.0% | 0.0% | 22 | +23,424 | 44.93% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 75,361 | 7,609 | 0.0% | 0.0% | 23 | +8,007 | 11.89% | Q1 2026 | May 15, 2026 |
| Altiora Financial Group, LLC | History | Added to | 74,514 | 7,536 | 1.24% | 0.77% | 24 | +30,363 | 68.77% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 66,143 | 6,686 | 0.01% | 0.01% | 25 | -31,725 | -32.42% | Q1 2026 | Apr 08, 2026 |
| Apella Capital, LLC | History | Added to | 65,504 | 6,644 | 0.1% | 0.1% | 26 | +15,042 | 29.81% | Q1 2026 | Apr 20, 2026 |
| MAYPORT, LLC | History | Added to | 62,006 | 6,271 | 1.17% | 0.85% | 27 | +20,669 | 50.0% | Q1 2026 | Apr 21, 2026 |
| GenTrust, LLC | History | Added to | 60,562 | 6,125 | 0.26% | 0.12% | 28 | +32,099 | 112.77% | Q1 2026 | Apr 27, 2026 |
| Firestone Capital Management | History | Added to | 58,634 | 5,930 | 1.23% | 1.18% | 29 | +3,942 | 7.21% | Q1 2026 | May 08, 2026 |
| Haverford Trust Co | History | Added to | 55,179 | 5,580 | 0.05% | 0.02% | 30 | +30,629 | 124.76% | Q1 2026 | May 11, 2026 |
| S.A. Mason LLC | History | Added to | 52,870 | 5,347 | 2.01% | 1.07% | 31 | +26,264 | 98.71% | Q1 2026 | Apr 27, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 51,147 | 5,172 | 0.69% | 0.78% | 32 | +2,173 | 4.44% | Q1 2026 | Apr 08, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 51,107 | 5,168 | 0.76% | 0.76% | 33 | +2 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RW Investment Management LLC | History | New | 48,277 | 4,882 | 0.47% | — | 34 | +48,277 | New | Q1 2026 | Apr 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 47,496 | 4,803 | 0.11% | 0.12% | 35 | +1,047 | 2.25% | Q1 2026 | May 11, 2026 |
| First Affirmative Financial Network | History | New | 46,945 | 4,748 | 1.84% | — | 36 | +46,945 | New | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 45,339 | 4,585 | 0.0% | 0.0% | 37 | +5,967 | 15.16% | Q1 2026 | May 05, 2026 |
| IF Advisors, LLC | History | Added to | 44,500 | 4,500 | 3.18% | 3.3% | 38 | +4,500 | 11.25% | Q1 2026 | May 13, 2026 |
| Dakota Wealth Management | History | Reduced | 42,279 | 4,276 | 0.09% | 0.08% | 39 | -1,800 | -4.08% | Q1 2026 | May 07, 2026 |
| Sanchez Levi Garrett | History | New | 40,227 | 4,068 | 2.55% | — | 40 | +40,227 | New | Q1 2026 | May 15, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 40,091 | 4,054 | 1.78% | 1.3% | 41 | +9,665 | 31.77% | Q1 2026 | May 05, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 38,667 | 3,910 | 0.21% | 0.22% | 42 | -982 | -2.48% | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | Added to | 37,870 | 3,830 | 0.03% | 0.03% | 43 | +13,690 | 56.62% | Q1 2026 | May 06, 2026 |
| Haven Private, LLC | History | Added to | 37,453 | 3,787 | 1.65% | 1.45% | 44 | +4,729 | 14.45% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 36,926 | 3,734 | 0.02% | 0.02% | 45 | +890 | 2.47% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Added to | 36,499 | 3,691 | 0.0% | 0.0% | 46 | +31,013 | 565.31% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 36,374 | 3,679 | 0.0% | 0.0% | 47 | +15,292 | 72.54% | Q1 2026 | May 15, 2026 |
| Karpus Management, Inc. | History | Reduced | 34,950 | 3,534 | 0.11% | 0.82% | 48 | -227,850 | -86.7% | Q1 2026 | May 14, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 34,807 | 3,520 | 0.4% | 1.8% | 49 | -129,972 | -78.88% | Q1 2026 | May 04, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 33,544 | 3,392 | 0.01% | 0.01% | 50 | +200 | 0.6% | Q1 2026 | May 14, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 32,976 | 3,335 | 0.99% | 0.97% | 51 | +1,166 | 3.67% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 31,276 | 3,161 | 0.03% | 0.02% | 52 | +14,980 | 91.92% | Q1 2026 | Apr 07, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 30,789 | 3,113 | 0.98% | 0.97% | 53 | -21 | -0.07% | Q1 2026 | Apr 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 29,794 | 3,013 | 0.0% | 0.0% | 54 | +23,920 | 407.22% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 29,430 | 2,976 | 0.0% | 0.0% | 55 | -48,151 | -62.07% | Q1 2026 | May 15, 2026 |
| Aspire Private Capital, LLC | History | Added to | 29,028 | 2,935 | 0.66% | 0.62% | 56 | +1,466 | 5.32% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 27,554 | 2,787 | 0.0% | 0.01% | 57 | -11,887 | -30.14% | Q1 2026 | May 15, 2026 |
| Evanson Asset Management, LLC | History | Added to | 27,209 | 2,751 | 0.15% | 0.14% | 58 | +1,741 | 6.84% | Q1 2026 | Apr 08, 2026 |
| Atria Investments, Inc | History | Added to | 26,839 | 2,714 | 0.03% | 0.03% | 59 | +4,854 | 22.08% | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 26,148 | 2,644 | 0.12% | — | 60 | +26,148 | New | Q1 2026 | May 12, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 24,824 | 2,510 | 0.64% | 0.62% | 61 | +1,514 | 6.5% | Q1 2026 | Apr 09, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | Added to | 24,415 | 2,469 | 2.65% | 0.37% | 62 | +21,063 | 628.37% | Q1 2026 | Apr 20, 2026 |
| Passive Capital Management, LLC. | History | Added to | 24,225 | 2,450 | 0.73% | 0.59% | 63 | +5,586 | 29.97% | Q1 2026 | May 14, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 23,866 | 2,413 | 1.04% | 1.01% | 64 | +1,924 | 8.77% | Q1 2026 | May 01, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 23,659 | 2,392 | 0.75% | 0.67% | 65 | +3,555 | 17.68% | Q1 2026 | May 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 22,268 | 2,252 | 0.07% | 0.06% | 66 | +3,009 | 15.62% | Q1 2026 | May 11, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 22,152 | 2,240 | 1.31% | 0.59% | 67 | +12,454 | 128.42% | Q1 2026 | May 07, 2026 |
| Frankly Finances, LLC | History | Added to | 21,401 | 2,164 | 1.96% | 2.05% | 68 | +133 | 0.63% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 21,377 | 2,162 | 0.01% | 0.01% | 69 | +1,036 | 5.09% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 20,969 | 2,120 | 0.0% | 0.0% | 70 | -8,912 | -29.82% | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 20,370 | 2,060 | 0.06% | 0.05% | 71 | +3,435 | 20.28% | Q1 2026 | Apr 09, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Reduced | 20,375 | 2,060 | 0.37% | 0.36% | 72 | -392 | -1.89% | Q1 2026 | Apr 10, 2026 |
| Burton Enright Welch | History | Reduced | 20,357 | 2,058 | 0.28% | 0.37% | 73 | -5,632 | -21.67% | Q1 2026 | May 01, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 19,830 | 2,005 | 0.16% | 0.17% | 74 | -74 | -0.37% | Q1 2026 | May 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 19,806 | 2,003 | 0.02% | — | 75 | +19,806 | New | Q1 2026 | May 13, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 19,759 | 1,998 | 1.08% | 0.77% | 76 | +5,974 | 43.34% | Q1 2026 | Apr 29, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 19,592 | 1,981 | 0.95% | 0.98% | 77 | +556 | 2.92% | Q1 2026 | Apr 09, 2026 |
| Integrated Wealth Concepts LLC | History | New | 19,549 | 1,977 | 0.02% | — | 78 | +19,549 | New | Q1 2026 | May 15, 2026 |
| Choate Investment Advisors | History | Added to | 19,091 | 1,930 | 0.04% | 0.04% | 79 | +1,276 | 7.16% | Q1 2026 | May 13, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 17,788 | 1,797 | 0.18% | 0.19% | 80 | +3,305 | 22.82% | Q1 2026 | May 12, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 17,380 | 1,757 | 0.56% | 0.55% | 81 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BROWN ADVISORY INC | History | Added to | 17,133 | 1,732 | 0.0% | 0.0% | 82 | +987 | 6.11% | Q1 2026 | May 15, 2026 |
| WINNOW WEALTH LLC | History | New | 16,246 | 1,643 | 1.27% | — | 83 | +16,246 | New | Q1 2026 | May 19, 2026 |
| Single Point Partners, LLC | History | Added to | 15,557 | 1,573 | 0.31% | 0.29% | 84 | +1,020 | 7.02% | Q1 2026 | Apr 15, 2026 |
| Arax Advisory Partners | History | Added to | 15,543 | 1,571 | 0.04% | 0.04% | 85 | +1,618 | 11.62% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 14,724 | 1,489 | 0.0% | — | 86 | +14,724 | New | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 14,507 | 1,467 | 0.08% | 0.08% | 87 | +542 | 3.88% | Q1 2026 | Apr 09, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 13,967 | 1,412 | 0.01% | 0.01% | 88 | +51 | 0.37% | Q1 2026 | May 08, 2026 |
| Pathstone Holdings, LLC | History | No change | 13,940 | 1,409 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 13,828 | 1,398 | 0.11% | 0.12% | 90 | -287 | -2.03% | Q1 2026 | May 15, 2026 |
| GEN Financial Management, INC. | History | New | 13,821 | 1,397 | 0.86% | — | 91 | +13,821 | New | Q1 2026 | Apr 16, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 13,529 | 1,368 | 0.2% | 0.09% | 92 | +6,907 | 104.3% | Q1 2026 | Apr 08, 2026 |
| Waverly Advisors, LLC | History | Added to | 13,143 | 1,329 | 0.01% | 0.01% | 93 | +3,600 | 37.72% | Q1 2026 | May 15, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 12,448 | 1,258 | 0.85% | 0.84% | 94 | +598 | 5.05% | Q1 2026 | Apr 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 12,023 | 1,216 | 0.05% | 0.05% | 95 | +867 | 7.77% | Q1 2026 | Apr 28, 2026 |
| Signal Advisors Wealth, LLC | History | New | 11,888 | 1,202 | 0.08% | — | 96 | +11,888 | New | Q1 2026 | Apr 17, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 11,450 | 1,157 | 0.48% | 0.43% | 97 | +1,287 | 12.66% | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 11,416 | 1,154 | 0.0% | 0.0% | 98 | +3,907 | 52.03% | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 11,103 | 1,122 | 0.12% | 0.1% | 99 | +1,995 | 21.9% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 11,025 | 1,115 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 10,973 | 1,109 | 0.61% | 0.7% | 101 | +4 | 0.04% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 10,816 | 1,093 | 0.0% | 0.0% | 102 | +4,246 | 64.63% | Q1 2026 | May 04, 2026 |
| Alhambra Investment Management LLC | History | No change | 10,800 | 1,092 | 0.5% | 0.51% | 103 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 10,790 | 1,091 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sunesis Advisors, LLC | History | No change | 10,674 | 1,079 | 0.49% | 0.49% | 105 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Planning Center, Inc. | History | No change | 10,664 | 1,078 | 0.11% | 0.11% | 106 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 10,292 | 1,040 | 0.0% | 0.0% | 107 | -562 | -5.18% | Q1 2026 | May 08, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 9,685 | 980 | 0.03% | — | 108 | +9,685 | New | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 9,382 | 949 | 0.0% | 0.0% | 109 | +1,327 | 16.47% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 9,366 | 946 | 0.02% | 0.03% | 111 | -8,102 | -46.38% | Q1 2026 | May 14, 2026 |
| Rothschild Wealth LLC | History | No change | 9,357 | 946 | 0.09% | 0.09% | 110 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,225 | 933 | 0.0% | 0.0% | 112 | -70 | -0.75% | Q1 2026 | Apr 30, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 9,135 | 923 | 0.19% | 0.21% | 113 | -47 | -0.51% | Q1 2026 | May 14, 2026 |
| URS Advisory LLC | History | Added to | 9,093 | 919 | 0.67% | 0.63% | 114 | +1,613 | 21.56% | Q1 2026 | Apr 23, 2026 |
| CVA Family Office, LLC | History | Added to | 9,034 | 913 | 0.1% | 0.04% | 115 | +5,319 | 143.18% | Q1 2026 | Apr 29, 2026 |
| BURNEY CO/ | History | Reduced | 8,967 | 906 | 0.03% | 0.04% | 116 | -3,284 | -26.81% | Q1 2026 | Apr 29, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 8,676 | 877 | 0.16% | 0.16% | 117 | +40 | 0.46% | Q1 2026 | May 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 8,614 | 871 | 0.01% | 0.01% | 118 | -146 | -1.67% | Q1 2026 | Apr 20, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | New | 8,500 | 859 | 0.61% | — | 119 | +8,500 | New | Q1 2026 | May 08, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 8,338 | 843 | 0.52% | 0.53% | 120 | +31 | 0.37% | Q1 2026 | Apr 21, 2026 |
| HUB Investment Partners, LLC | History | Added to | 8,236 | 832 | 0.02% | 0.01% | 121 | +3,538 | 75.31% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 8,097 | 818 | 0.02% | 0.03% | 122 | +205 | 2.6% | Q1 2026 | May 11, 2026 |
| Essex Bank | History | Added to | 8,015 | 810 | 0.18% | 0.05% | 123 | +5,525 | 221.89% | Q1 2026 | Apr 17, 2026 |
| Congress Park Capital LLC | History | Added to | 8,000 | 809 | 0.25% | 0.15% | 124 | +3,000 | 60.0% | Q1 2026 | Apr 14, 2026 |
| Wedmont Private Capital | History | New | 7,939 | 804 | 0.03% | — | 125 | +7,939 | New | Q1 2026 | Apr 09, 2026 |
| HEADINVEST, LLC | History | No change | 7,934 | 802 | 0.16% | 0.16% | 126 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 7,913 | 800 | 0.11% | — | 127 | +7,913 | New | Q1 2026 | May 11, 2026 |
| Delos Wealth Advisors, LLC | History | New | 7,852 | 794 | 0.45% | — | 128 | +7,852 | New | Q1 2026 | May 14, 2026 |
| Roan Capital Partners | History | New | 7,662 | 774 | 0.72% | — | 129 | +7,662 | New | Q1 2026 | Apr 15, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 7,578 | 766 | 0.39% | 0.48% | 130 | +511 | 7.23% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Reduced | 7,324 | 740 | 0.0% | 0.0% | 131 | -1,647 | -18.36% | Q1 2026 | May 14, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 7,229 | 731 | 0.22% | 0.2% | 132 | +610 | 9.22% | Q1 2026 | May 05, 2026 |
| WealthSpring Partners, LLC | History | New | 7,207 | 728 | 0.67% | — | 133 | +7,207 | New | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,151 | 723 | 0.0% | 0.0% | 134 | +1,979 | 38.26% | Q1 2026 | Apr 30, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 7,062 | 714 | 0.06% | 0.07% | 135 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 6,896 | 697 | 0.2% | 0.11% | 136 | +3,084 | 80.9% | Q1 2026 | Apr 28, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 6,828 | 690 | 0.18% | 0.19% | 137 | -53 | -0.77% | Q1 2026 | May 05, 2026 |
| Westmount Partners, LLC | History | New | 6,797 | 687 | 0.17% | — | 138 | +6,797 | New | Q1 2026 | Apr 16, 2026 |
| Thrive Wealth Management, LLC | History | No change | 6,741 | 681 | 0.1% | 0.1% | 139 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 6,723 | 679 | 0.27% | 0.26% | 140 | +264 | 4.09% | Q1 2026 | May 04, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 6,656 | 673 | 0.35% | 0.31% | 141 | -334 | -4.78% | Q1 2026 | Apr 21, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 6,644 | 671 | 0.09% | 0.09% | 142 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Directional Asset Management | History | Added to | 6,552 | 662 | 0.61% | 0.53% | 143 | +575 | 9.62% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Added to | 6,513 | 658 | 0.0% | 0.0% | 144 | +2,102 | 47.65% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 6,465 | 656 | 0.0% | 0.0% | 145 | +2,615 | 67.92% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 6,455 | 652 | 0.0% | 0.0% | 146 | +7 | 0.11% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 6,337 | 640 | 0.02% | 0.06% | 147 | -9,391 | -59.71% | Q1 2026 | May 15, 2026 |
| SNS Financial Group, LLC | History | Added to | 6,219 | 628 | 0.05% | 0.03% | 148 | +2,579 | 70.85% | Q1 2026 | Apr 14, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 6,200 | 627 | 0.01% | — | 149 | +6,200 | New | Q1 2026 | Apr 28, 2026 |
| Manuka Financial, LLC | History | Added to | 6,147 | 621 | 0.38% | 0.39% | 150 | +16 | 0.26% | Q1 2026 | May 07, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 5,883 | 594 | 0.21% | 0.39% | 151 | -4,490 | -43.29% | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | Added to | 5,854 | 592 | 0.04% | 0.03% | 152 | +2,263 | 63.02% | Q1 2026 | May 19, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 5,697 | 576 | 0.53% | 0.62% | 154 | -848 | -12.96% | Q1 2026 | May 08, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 5,702 | 576 | 0.04% | 0.04% | 153 | +133 | 2.39% | Q1 2026 | Apr 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 5,618 | 568 | 0.0% | 0.0% | 155 | +672 | 13.59% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 5,112 | 552 | 0.0% | 0.0% | 156 | +722 | 16.45% | Q1 2026 | May 15, 2026 |
| Crews Bank & Trust | History | No change | 5,450 | 551 | 0.08% | 0.08% | 157 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stone Summit Wealth LLC | History | Added to | 5,409 | 547 | 0.15% | 0.15% | 158 | +58 | 1.08% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,322 | 538 | 0.01% | 0.01% | 159 | +203 | 3.97% | Q1 2026 | May 15, 2026 |
| Montis Financial, LLC | History | Added to | 5,314 | 537 | 0.11% | 0.1% | 160 | +251 | 4.96% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 5,271 | 533 | 0.03% | 0.04% | 161 | -995 | -15.88% | Q1 2026 | Apr 13, 2026 |
| VestGen Advisors, LLC | History | New | 5,271 | 532 | 0.01% | — | 163 | +5,271 | New | Q1 2026 | May 14, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 5,262 | 532 | 0.03% | 0.03% | 162 | +24 | 0.46% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | New | 5,250 | 530 | 0.01% | — | 164 | +5,250 | New | Q1 2026 | Apr 28, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,177 | 525 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 5,159 | 521 | 0.17% | 0.26% | 166 | +17 | 0.33% | Q1 2026 | Apr 20, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 5,079 | 513 | 0.18% | 0.19% | 167 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Valley Financial Group, Inc. | History | Added to | 5,063 | 512 | 0.28% | 0.19% | 168 | +1,664 | 48.96% | Q1 2026 | May 15, 2026 |
| Piscataqua Savings Bank | History | No change | 5,000 | 505 | 0.35% | 0.36% | 169 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 4,956 | 501 | 0.21% | 0.12% | 170 | +2,111 | 74.2% | Q1 2026 | Apr 08, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 4,896 | 495 | 0.12% | 0.09% | 171 | +1,155 | 30.87% | Q1 2026 | Apr 22, 2026 |
| CoreCap Advisors, LLC | History | No change | 4,801 | 485 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,726 | 477 | 0.0% | 0.0% | 173 | -788 | -14.29% | Q1 2026 | May 05, 2026 |
| Oxbow Advisors, LLC | History | No change | 4,667 | 472 | 0.04% | 0.04% | 174 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Meridian Wealth Management, LLC | History | No change | 4,600 | 465 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Symmetry Partners, LLC | History | Added to | 4,593 | 464 | 0.03% | 0.02% | 176 | +553 | 13.69% | Q1 2026 | Apr 27, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 4,599 | 464 | 0.1% | 0.1% | 177 | +100 | 2.22% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,465 | 451 | 0.0% | 0.0% | 178 | +1,072 | 31.59% | Q1 2026 | May 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,371 | 442 | 0.0% | 0.0% | 179 | +471 | 12.08% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,302 | 437 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| XML Financial, LLC | History | Reduced | 4,266 | 431 | 0.03% | 0.05% | 181 | -1,253 | -22.7% | Q1 2026 | Apr 16, 2026 |
| Cerity Partners LLC | History | Reduced | 4,183 | 423 | 0.0% | 0.0% | 182 | -179 | -4.1% | Q1 2026 | May 15, 2026 |
| MB Generational Wealth, LLC | History | Added to | 4,154 | 420 | 0.23% | 0.17% | 183 | +1,032 | 33.06% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | New | 4,005 | 405 | 0.01% | — | 184 | +4,005 | New | Q1 2026 | May 15, 2026 |
| Sound Portfolio Advisors, LLC | History | New | 4,000 | 404 | 0.33% | — | 185 | +4,000 | New | Q1 2026 | May 04, 2026 |
| Elser Financial Planning, Inc | History | No change | 3,945 | 398 | 0.02% | 0.29% | 186 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Capstone Financial Advisors, Inc. | History | New | 3,921 | 396 | 0.02% | — | 187 | +3,921 | New | Q1 2026 | May 15, 2026 |
| Elequin Capital, LP | History | New | 3,886 | 393 | 0.03% | — | 188 | +3,886 | New | Q1 2026 | May 11, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 3,881 | 392 | 0.01% | 0.01% | 189 | +524 | 15.61% | Q1 2026 | Apr 14, 2026 |
| Donalies Financial Planning, LLC | History | New | 3,746 | 378 | 0.32% | — | 190 | +3,746 | New | Q1 2026 | May 05, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 3,678 | 371 | 0.02% | 0.02% | 191 | +195 | 5.6% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Added to | 3,643 | 368 | 0.0% | 0.01% | 192 | +17 | 0.47% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,606 | 364 | 0.0% | 0.0% | 193 | +514 | 16.62% | Q1 2026 | Apr 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 3,592 | 363 | 0.01% | 0.02% | 194 | -1,000 | -21.78% | Q1 2026 | May 07, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 3,552 | 359 | 0.24% | 0.18% | 195 | +960 | 37.04% | Q1 2026 | Apr 21, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 3,490 | 352 | 0.09% | 0.09% | 196 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | New | 3,335 | 337 | 0.0% | — | 197 | +3,335 | New | Q1 2026 | May 13, 2026 |
| Burk Holdings LLC | History | New | 3,203 | 323 | 0.14% | — | 199 | +3,203 | New | Q1 2026 | May 07, 2026 |
| Garner Asset Management Corp | History | No change | 3,200 | 323 | 0.13% | 0.12% | 198 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 3,150 | 318 | 0.01% | 0.01% | 200 | +200 | 6.78% | Q1 2026 | May 15, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 3,075 | 310 | 0.23% | 0.22% | 201 | +216 | 7.56% | Q1 2026 | Apr 16, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 2,986 | 302 | 0.24% | 0.25% | 202 | +13 | 0.44% | Q1 2026 | May 05, 2026 |
| Heartwood Wealth Advisors LLC | History | New | 2,980 | 301 | 0.03% | — | 204 | +2,980 | New | Q1 2026 | Apr 07, 2026 |
| Trellis Wealth Advisors LLC | History | Reduced | 2,984 | 301 | 0.11% | 0.13% | 203 | -295 | -9.0% | Q1 2026 | Apr 15, 2026 |
| TCFG Investment Advisors, LLC | History | New | 2,956 | 298 | 0.11% | — | 208 | +2,956 | New | Q1 2026 | May 05, 2026 |
| Compound Planning, Inc. | History | New | 2,949 | 298 | 0.01% | — | 207 | +2,949 | New | Q1 2026 | May 14, 2026 |
| Compass Advisory Group LLC | History | Added to | 2,950 | 298 | 0.08% | 0.07% | 206 | +233 | 8.58% | Q1 2026 | Apr 21, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 2,956 | 298 | 0.11% | 0.12% | 205 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Creative Planning | History | New | 2,913 | 294 | 0.0% | — | 209 | +2,913 | New | Q1 2026 | May 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 2,819 | 285 | 0.02% | 0.07% | 210 | -278,349 | -99.0% | Q1 2026 | May 12, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 2,800 | 283 | 0.01% | 0.01% | 211 | +460 | 19.66% | Q1 2026 | May 13, 2026 |
| Financial Plan, Inc. | History | Added to | 2,783 | 281 | 0.03% | 0.03% | 212 | +508 | 22.33% | Q1 2026 | Apr 24, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,771 | 280 | 0.0% | — | 213 | +2,771 | New | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 2,655 | 268 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 2,658 | 268 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MCF Advisors LLC | History | No change | 2,535 | 256 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Argent Trust Co | History | New | 2,500 | 252 | 0.01% | — | 219 | +2,500 | New | Q1 2026 | May 13, 2026 |
| 180 WEALTH ADVISORS, LLC | History | New | 2,500 | 252 | 0.03% | — | 220 | +2,500 | New | Q1 2026 | May 01, 2026 |
| BOS Asset Management, LLC | History | Added to | 2,494 | 252 | 0.06% | 0.05% | 218 | +504 | 25.33% | Q1 2026 | Apr 08, 2026 |
| Vise Technologies, Inc. | History | No change | 2,485 | 252 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Verum Partners LLC | History | New | 2,457 | 248 | 0.05% | — | 222 | +2,457 | New | Q1 2026 | Apr 15, 2026 |
| North Star Investment Management Corp. | History | No change | 2,460 | 248 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2,450 | 247 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Lodestone Wealth Management LLC | History | No change | 2,450 | 247 | 0.1% | 0.1% | 224 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Amicus Financial Advisors, LLC | History | New | 2,439 | 246 | 0.07% | — | 225 | +2,439 | New | Q1 2026 | Apr 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 2,413 | 244 | 0.0% | 0.0% | 226 | -1,496 | -38.27% | Q1 2026 | May 14, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Reduced | 2,399 | 242 | 0.04% | 0.05% | 227 | -820 | -25.47% | Q1 2026 | May 08, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 2,382 | 241 | 0.04% | 0.04% | 229 | +16 | 0.68% | Q1 2026 | May 08, 2026 |
| PDS Planning, Inc | History | Added to | 2,384 | 241 | 0.02% | 0.02% | 228 | +10 | 0.42% | Q1 2026 | Apr 21, 2026 |
| Retirement Planning Group, LLC | History | No change | 2,377 | 240 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SCS Capital Management LLC | History | New | 2,368 | 239 | 0.0% | — | 232 | +2,368 | New | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | Added to | 2,364 | 239 | 0.13% | 0.05% | 231 | +1,473 | 165.32% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,334 | 235 | 0.0% | 0.0% | 233 | +812 | 53.35% | Q1 2026 | May 13, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 2,330 | 235 | 0.01% | 0.01% | 234 | -10 | -0.43% | Q1 2026 | Apr 24, 2026 |
| Valmark Advisers, Inc. | History | New | 2,295 | 232 | 0.0% | — | 235 | +2,295 | New | Q1 2026 | May 01, 2026 |
| Level Financial Advisors | History | No change | 2,292 | 231 | 0.06% | 0.06% | 236 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CGN Advisors LLC | History | Reduced | 2,280 | 230 | 0.02% | 0.02% | 237 | -69 | -2.94% | Q1 2026 | Apr 13, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 2,250 | 228 | 0.02% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 2,249 | 228 | 0.01% | 0.02% | 239 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 2,218 | 224 | 0.02% | 0.02% | 240 | +8 | 0.36% | Q1 2026 | Apr 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 2,209 | 223 | 0.01% | 0.01% | 241 | +3 | 0.14% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,150 | 217 | 0.0% | 0.0% | 242 | -21,045 | -90.73% | Q1 2026 | May 15, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 2,148 | 217 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | New | 2,090 | 211 | 0.0% | — | 244 | +2,090 | New | Q1 2026 | May 15, 2026 |
| Portland Financial Advisors Inc | History | No change | 2,017 | 203 | 0.42% | 0.43% | 245 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Life Planning Partners, Inc | History | No change | 2,000 | 202 | 0.15% | 0.16% | 246 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 1,979 | 200 | 0.01% | 0.01% | 247 | +9 | 0.46% | Q1 2026 | May 14, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 1,979 | 200 | 0.05% | 0.05% | 248 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 1,970 | 199 | 0.02% | 0.03% | 250 | -366 | -15.67% | Q1 2026 | Apr 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,976 | 199 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 1,953 | 197 | 0.05% | 0.01% | 251 | +1,737 | 804.17% | Q1 2026 | May 01, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 1,868 | 188 | 0.18% | — | 252 | +1,868 | New | Q1 2026 | May 14, 2026 |
| Graney & King, LLC | History | No change | 1,570 | 158 | 0.09% | 0.09% | 253 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 1,481 | 150 | 0.02% | 0.02% | 254 | +7 | 0.47% | Q1 2026 | Apr 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,298 | 131 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1,250 | 126 | 0.01% | 0.01% | 256 | -406 | -24.52% | Q1 2026 | May 07, 2026 |
| Aptus Capital Advisors, LLC | History | New | 1,180 | 119 | 0.0% | — | 257 | +1,180 | New | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | New | 1,000 | 101 | 0.02% | — | 258 | +1,000 | New | Q1 2026 | May 04, 2026 |
| Triumph Capital Management | History | New | 1,000 | 101 | 0.02% | — | 259 | +1,000 | New | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 975 | 98 | 0.0% | 0.01% | 260 | -1,510 | -60.76% | Q1 2026 | Apr 24, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 941 | 95 | 0.06% | 0.06% | 261 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 863 | 87 | 0.01% | 0.01% | 262 | +212 | 32.57% | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | Added to | 839 | 84 | 0.0% | 0.0% | 263 | +253 | 43.17% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Added to | 753 | 76 | 0.02% | 0.01% | 264 | +343 | 83.66% | Q1 2026 | May 11, 2026 |
| Financial Management Professionals, Inc. | History | No change | 700 | 70 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 540 | 54 | 0.02% | 0.02% | 266 | +3 | 0.56% | Q1 2026 | Apr 17, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 513 | 51 | 0.02% | 0.02% | 267 | +70 | 15.8% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | No change | 500 | 50 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Gould Capital, LLC | History | No change | 500 | 50 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | New | 482 | 48 | 0.0% | — | 270 | +482 | New | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 377 | 38 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 350 | 35 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | New | 300 | 30 | 0.0% | — | 274 | +300 | New | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | No change | 299 | 30 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NEPC LLC | History | Reduced | 277 | 28 | 0.0% | 0.0% | 275 | -22 | -7.36% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 260 | 26 | 0.0% | 0.0% | 276 | +2 | 0.78% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | New | 200 | 20 | 0.0% | — | 278 | +200 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 200 | 20 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LRI Investments, LLC | History | New | 36 | 3 | 0.0% | — | 280 | +36 | New | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 32 | 3 | 0.0% | — | 279 | +32 | New | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | New | 28 | 2 | 0.0% | — | 281 | +28 | New | Q1 2026 | May 07, 2026 |
| Legacy PCG, LLC | History | Closed out | 0 | 0 | — | 3.1% | — | -49,226 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,399 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,010 | -100.0% | Q1 2026 | May 15, 2026 |
| Bridgewater Advisors Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -6,797 | -100.0% | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,632 | -100.0% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.01% | — | -2,467 | -100.0% | Q1 2026 | Apr 13, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Closed out | 0 | 0 | — | 0.07% | — | -2,400 | -100.0% | Q1 2026 | May 11, 2026 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,975 | -100.0% | Q1 2026 | Apr 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -194 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -187 | -100.0% | Q1 2026 | May 04, 2026 |
| VANGUARD ADVISERS INC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 08, 2026 |